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小不点2020
2022-09-13
这篇文章不错,转发给大家看
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小不点2020
2022-08-29
这篇文章不错,转发给大家看
@谋定后动:【美股周记】2022年第34周——一个危险的信号出现了
小不点2020
2022-01-22
这篇文章不错,转发给大家看
@许亚鑫:2022年的十大核心资产出来了,来聊聊你的看法?
小不点2020
2021-11-25
这篇文章不错,转发给大家看
@许亚鑫:纳斯达克出现调整迹象,原油有望出现反弹!
小不点2020
2021-11-02
这篇文章不错,转发给大家看
@许亚鑫:新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。$A50指数主连(CNmain)$$黄金主连(GCmain)$$NQ100指数主连(NQmain)$$恒生指数主连(HSImain)$$WTI原油主连(CLmain)$
小不点2020
2021-10-01
这篇文章不错,转发给大家看
@爱上趋势股:一文看懂,如何布局全球光伏产业链!!!
小不点2020
2021-10-01
这篇文章不错,转发给大家看
@许亚鑫:美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。$NQ100指数主连(NQmain)$$道琼斯指数主连(YMmain)$$黄金主连(GCmain)$$WTI原油主连(CLmain)$$沪深300(000300.SH)$$A50指数主连(CNmain)$
小不点2020
2021-08-31
这篇文章不错,转发给大家看
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小不点2020
2021-08-30
$腾讯音乐(TME)$
不要抄底 模拟盘
小不点2020
2021-08-22
这篇文章不错,转发给大家看
抱歉,原内容已删除
小不点2020
2021-07-26
模拟中概股
小不点2020
2021-07-15
这篇文章不错,转发给大家看
抱歉,原内容已删除
小不点2020
2021-03-26
$道琼斯指数2106(YM2106)$
uuu
小不点2020
2020-11-27
这篇文章不错,转发给大家看
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小不点2020
2020-08-11
脸书苹果微软亚马逊谷歌
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小不点2020
2020-08-04
这篇文章不错,转发给大家看
@安心睡大觉:最重要的不是你什么时候买,而是什么时候卖-2020上半年投资心得
小不点2020
2020-07-31
这篇文章不错,转发给大家看
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小不点2020
2020-07-30
$柯达(KODK)$
稳得一比
小不点2020
2020-07-29
$柯达(KODK)$
追高了
小不点2020
2020-07-11
黄。↖(^ω^)↗yih
抱歉,原内容已删除
去老虎APP查看更多动态
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月份加息75个基点概率大增鲍威尔讲话后,市场押注9月份加息75个基点的概率从47%大涨至61%。来源:芝加哥证券交易所另一个方面,鲍威尔讲话前1个半小时公布的PCE物价指数却传来好消息,6.3%的通胀年率低于预期的6.4%,也低于前一个月的6.8%。这显示美国的通胀的确是有被控制住的迹象的。星期三白宫给出的中期审查预测显示美国经济远期审慎乐观。来源:视野环球财经如鲍老头说的,通胀是否被控制住,还有更多的数据来证实。从目前的情况看,9月份加息75个基点的机会是很大的。来源:三折人生公众号国债收益率再次攀升很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用","text":"【本期导读】周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储打压通胀的决心不容质疑,降息或者停止加息就先不要想了,现在只是加多加少的问题;PCE物价指数显示通胀好转,白宫给出的中期审查预测显示美国经济远期审慎乐观;很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用真金白银博弈出来的,这代表了他们对未来经济最真实的想法。国债收益率大幅上涨,2年期国债已经来到了今年6月份的高点,这是一个危险的信号。短期内中概股风险还是大于机会。这个星期我的操作:少量加仓。美联储打压通胀的决心不容质疑周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储的观点包括:1)通胀对低收入人群的伤害较大;2)美联储坚决利用工具控制通胀;3)经济可能一段时间内无法正常增长,借贷成本将增加;4)就业市场依然过热,通胀虽然有所缓解,但是还需要更多的数据证明状况的真正好转。来源:三折人生公众号9月份加息75个基点概率大增鲍威尔讲话后,市场押注9月份加息75个基点的概率从47%大涨至61%。来源:芝加哥证券交易所另一个方面,鲍威尔讲话前1个半小时公布的PCE物价指数却传来好消息,6.3%的通胀年率低于预期的6.4%,也低于前一个月的6.8%。这显示美国的通胀的确是有被控制住的迹象的。星期三白宫给出的中期审查预测显示美国经济远期审慎乐观。来源:视野环球财经如鲍老头说的,通胀是否被控制住,还有更多的数据来证实。从目前的情况看,9月份加息75个基点的机会是很大的。来源:三折人生公众号国债收益率再次攀升很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用","images":[{"img":"https://static.tigerbbs.com/9a3ab1c8ea8866509c29e7fdf143feca","width":"632","height":"246"},{"img":"https://static.tigerbbs.com/237fe548bec5c9d386f30dca531e2fe1","width":"632","height":"513"},{"img":"https://static.tigerbbs.com/dbb0858bf3d48b33a32dba82dade339e","width":"632","height":"341"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660605235","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2085,"gmtBegin":1661594744428,"gmtEnd":1662026634548,"type":1,"upper":1,"title":"这次回调会跌破6月18日的底部吗?","choices":[{"id":8302,"sort":1,"name":"会","userSize":53,"voted":false},{"id":8303,"sort":2,"name":"不会","userSize":40,"voted":false}]},"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630622821,"gmtCreate":1642827293792,"gmtModify":1642827293792,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630622821","repostId":"695943116","repostType":1,"repost":{"id":695943116,"gmtCreate":1641308530837,"gmtModify":1744960778763,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"2022年的十大核心资产出来了,来聊聊你的看法?","htmlText":"今天两市高开低走,成交量12662万亿,三大主要指数全部飘绿,不过个股的上涨数量却远超过下跌数量,这个比例基本上达到3比1左右: 也就是说,市场出现了赚钱不赚指数的行情,本质上就是代表权重类的大盘股在下跌,不过中小盘的个股却在上涨。看三大指数,尤其是创业板2.18%的跌幅,我们会以为是普跌行情,实际上只是电源设备,玻璃制造,电力等行业跌幅居前,或者换另一个维度来说,调整得比较厉害的是CXO医药医疗,新能源相关(如光伏),以及芯片半导体,而元宇宙依然继续上涨霸屏。 每一年年初,我们总能够看到投行,券商分析师们十分密集的推送一些热门股的研报,有些个股甚至会给出目标价,那么这些研报到底有没有参考的价值呢?跟着许导一起看一组数据吧: 我们先把时间维度拉回2021年1月初,筛选出成交额最高的10支“热门股”,并统计覆盖这些股票的150份研报,这些票分别是,东方财富,隆基股份,比亚迪,中国平安,京东方A,五粮液,贵州茅台,天齐锂业,宁德时代和金龙鱼。 通过复权处理后发现,投行券商们对于东方财富2021年的股价预测最为精准(也许是因为同行才能真的看透同行),对于隆基股份,比亚迪股价的预测比较精准,但是,对于中国平安和京东方A的股价,几乎所有的分析师全部打脸,且股价最终的表现与预期相差甚大。 此外,所有的投行券商们均高估了五粮液,贵州茅台2021年的表现(说明消费市场预期很高),不过却低估了宁德时代的实际表现,甚至天齐锂业的最终走势也远高于多数分析师们的预期,就如同金龙鱼的表现远差于大多数分析师们的预期。 就像许导前文《0103:柴米油盐的充实,灯火阑珊的温暖!》和你们划的重点一样: 投资决策中10%由发生在你身上的事情组成,90%由你对此事的反应决定。 投行券商们对于股价的预测,有对肯定也会有错,我们并不能因为对了就说人家有价值,错了就批评人家没啥用。开着上帝视角,那是我们在看电影,","listText":"今天两市高开低走,成交量12662万亿,三大主要指数全部飘绿,不过个股的上涨数量却远超过下跌数量,这个比例基本上达到3比1左右: 也就是说,市场出现了赚钱不赚指数的行情,本质上就是代表权重类的大盘股在下跌,不过中小盘的个股却在上涨。看三大指数,尤其是创业板2.18%的跌幅,我们会以为是普跌行情,实际上只是电源设备,玻璃制造,电力等行业跌幅居前,或者换另一个维度来说,调整得比较厉害的是CXO医药医疗,新能源相关(如光伏),以及芯片半导体,而元宇宙依然继续上涨霸屏。 每一年年初,我们总能够看到投行,券商分析师们十分密集的推送一些热门股的研报,有些个股甚至会给出目标价,那么这些研报到底有没有参考的价值呢?跟着许导一起看一组数据吧: 我们先把时间维度拉回2021年1月初,筛选出成交额最高的10支“热门股”,并统计覆盖这些股票的150份研报,这些票分别是,东方财富,隆基股份,比亚迪,中国平安,京东方A,五粮液,贵州茅台,天齐锂业,宁德时代和金龙鱼。 通过复权处理后发现,投行券商们对于东方财富2021年的股价预测最为精准(也许是因为同行才能真的看透同行),对于隆基股份,比亚迪股价的预测比较精准,但是,对于中国平安和京东方A的股价,几乎所有的分析师全部打脸,且股价最终的表现与预期相差甚大。 此外,所有的投行券商们均高估了五粮液,贵州茅台2021年的表现(说明消费市场预期很高),不过却低估了宁德时代的实际表现,甚至天齐锂业的最终走势也远高于多数分析师们的预期,就如同金龙鱼的表现远差于大多数分析师们的预期。 就像许导前文《0103:柴米油盐的充实,灯火阑珊的温暖!》和你们划的重点一样: 投资决策中10%由发生在你身上的事情组成,90%由你对此事的反应决定。 投行券商们对于股价的预测,有对肯定也会有错,我们并不能因为对了就说人家有价值,错了就批评人家没啥用。开着上帝视角,那是我们在看电影,","text":"今天两市高开低走,成交量12662万亿,三大主要指数全部飘绿,不过个股的上涨数量却远超过下跌数量,这个比例基本上达到3比1左右: 也就是说,市场出现了赚钱不赚指数的行情,本质上就是代表权重类的大盘股在下跌,不过中小盘的个股却在上涨。看三大指数,尤其是创业板2.18%的跌幅,我们会以为是普跌行情,实际上只是电源设备,玻璃制造,电力等行业跌幅居前,或者换另一个维度来说,调整得比较厉害的是CXO医药医疗,新能源相关(如光伏),以及芯片半导体,而元宇宙依然继续上涨霸屏。 每一年年初,我们总能够看到投行,券商分析师们十分密集的推送一些热门股的研报,有些个股甚至会给出目标价,那么这些研报到底有没有参考的价值呢?跟着许导一起看一组数据吧: 我们先把时间维度拉回2021年1月初,筛选出成交额最高的10支“热门股”,并统计覆盖这些股票的150份研报,这些票分别是,东方财富,隆基股份,比亚迪,中国平安,京东方A,五粮液,贵州茅台,天齐锂业,宁德时代和金龙鱼。 通过复权处理后发现,投行券商们对于东方财富2021年的股价预测最为精准(也许是因为同行才能真的看透同行),对于隆基股份,比亚迪股价的预测比较精准,但是,对于中国平安和京东方A的股价,几乎所有的分析师全部打脸,且股价最终的表现与预期相差甚大。 此外,所有的投行券商们均高估了五粮液,贵州茅台2021年的表现(说明消费市场预期很高),不过却低估了宁德时代的实际表现,甚至天齐锂业的最终走势也远高于多数分析师们的预期,就如同金龙鱼的表现远差于大多数分析师们的预期。 就像许导前文《0103:柴米油盐的充实,灯火阑珊的温暖!》和你们划的重点一样: 投资决策中10%由发生在你身上的事情组成,90%由你对此事的反应决定。 投行券商们对于股价的预测,有对肯定也会有错,我们并不能因为对了就说人家有价值,错了就批评人家没啥用。开着上帝视角,那是我们在看电影,","images":[{"img":"https://static.tigerbbs.com/edb1707f6be528cb1e74360500578c9b","width":"896","height":"645"},{"img":"https://static.tigerbbs.com/a67908a71216ddb7bf9dcb0a95494f53","width":"582","height":"176"},{"img":"https://static.tigerbbs.com/91e4da459d6392cb82fc2a34b2b69685","width":"413","height":"231"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695943116","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874455309,"gmtCreate":1637815053663,"gmtModify":1637815053663,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874455309","repostId":"875474892","repostType":1,"repost":{"id":875474892,"gmtCreate":1637682209543,"gmtModify":1637741170546,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"纳斯达克出现调整迹象,原油有望出现反弹!","htmlText":"隔夜,美股纳斯达克指数收出了非常难看的断头铡走势,令市场担忧美债收益率飙升之后,会进一步加剧股市的抛售。 果不其然的是,今天港股开盘之后又是一阵腥风血雨,总觉得互联网的巨头们是在诉说着《泰坦尼克号》的那句经典台词:You Jump, I Jump! 当然啦,我们心里应该明白,美股那边只是一个导火索。今年迄今为止也就美团看着还好点,阿里和百度基本上都是拦腰一刀,内因才是根本,外因只是起到推动作用。 反而是大A表现得特别顽强,早盘一度高开低走,只不过整个盘面整体呈现分化走势,除了新材料表现出延续性行情以外,昨天表现良好的汽车和光伏两条主线集体熄火,反而是沉寂比较久的工程机械,钢铁等出现反弹。 两市今天成交12284亿,量能的表现还是相当不错,经历了周一的大涨之后,哪怕没有隔夜美股的潜在“利空”,实际上日内调整也是势在必行,涨跌对比大致是在2195比1793,即从普涨开始转向分化。当然啦,对于美股潜在的调整以及A股的分化,各位都不必太过于担心,都是短期的正常波动,趋势方面,看底下的新闻不就心里明白了嘛! 其实早在几个月以前,兔子与老鹰关系剑拔弩张,我们便预判了年底关系会趋于缓和,主要原因之一,就是美国CPI的不断高涨。内部的压力越大,就必然会向外部寻找解决方案。 明白了上述逻辑,大家也就明白了,为什么美国要释放战略石油储备去压制不断高企的石油价格。 只不过,看问题,需要透过现象看本质,如果思维只是停留在美国释放原油储备会导致原油价格跳水,那么必然在这里会追空在地板上。 要学会逆向思考,逆向思考的难度其实不亚于改变一个人固有的路径依赖,道理很简单,实际执行起来却非常难。 事实上,原油目前的这个走法,与我昨天晚上直播课上说的清清楚楚,班级里的留言也写得明明白白,如果还有人觉得不满意的话,许导也只能问你们一句了: 我已追单进场,止损也给你们看了,请问各位是想跟,还是要反向加倍跟呢? <","listText":"隔夜,美股纳斯达克指数收出了非常难看的断头铡走势,令市场担忧美债收益率飙升之后,会进一步加剧股市的抛售。 果不其然的是,今天港股开盘之后又是一阵腥风血雨,总觉得互联网的巨头们是在诉说着《泰坦尼克号》的那句经典台词:You Jump, I Jump! 当然啦,我们心里应该明白,美股那边只是一个导火索。今年迄今为止也就美团看着还好点,阿里和百度基本上都是拦腰一刀,内因才是根本,外因只是起到推动作用。 反而是大A表现得特别顽强,早盘一度高开低走,只不过整个盘面整体呈现分化走势,除了新材料表现出延续性行情以外,昨天表现良好的汽车和光伏两条主线集体熄火,反而是沉寂比较久的工程机械,钢铁等出现反弹。 两市今天成交12284亿,量能的表现还是相当不错,经历了周一的大涨之后,哪怕没有隔夜美股的潜在“利空”,实际上日内调整也是势在必行,涨跌对比大致是在2195比1793,即从普涨开始转向分化。当然啦,对于美股潜在的调整以及A股的分化,各位都不必太过于担心,都是短期的正常波动,趋势方面,看底下的新闻不就心里明白了嘛! 其实早在几个月以前,兔子与老鹰关系剑拔弩张,我们便预判了年底关系会趋于缓和,主要原因之一,就是美国CPI的不断高涨。内部的压力越大,就必然会向外部寻找解决方案。 明白了上述逻辑,大家也就明白了,为什么美国要释放战略石油储备去压制不断高企的石油价格。 只不过,看问题,需要透过现象看本质,如果思维只是停留在美国释放原油储备会导致原油价格跳水,那么必然在这里会追空在地板上。 要学会逆向思考,逆向思考的难度其实不亚于改变一个人固有的路径依赖,道理很简单,实际执行起来却非常难。 事实上,原油目前的这个走法,与我昨天晚上直播课上说的清清楚楚,班级里的留言也写得明明白白,如果还有人觉得不满意的话,许导也只能问你们一句了: 我已追单进场,止损也给你们看了,请问各位是想跟,还是要反向加倍跟呢? <","text":"隔夜,美股纳斯达克指数收出了非常难看的断头铡走势,令市场担忧美债收益率飙升之后,会进一步加剧股市的抛售。 果不其然的是,今天港股开盘之后又是一阵腥风血雨,总觉得互联网的巨头们是在诉说着《泰坦尼克号》的那句经典台词:You Jump, I Jump! 当然啦,我们心里应该明白,美股那边只是一个导火索。今年迄今为止也就美团看着还好点,阿里和百度基本上都是拦腰一刀,内因才是根本,外因只是起到推动作用。 反而是大A表现得特别顽强,早盘一度高开低走,只不过整个盘面整体呈现分化走势,除了新材料表现出延续性行情以外,昨天表现良好的汽车和光伏两条主线集体熄火,反而是沉寂比较久的工程机械,钢铁等出现反弹。 两市今天成交12284亿,量能的表现还是相当不错,经历了周一的大涨之后,哪怕没有隔夜美股的潜在“利空”,实际上日内调整也是势在必行,涨跌对比大致是在2195比1793,即从普涨开始转向分化。当然啦,对于美股潜在的调整以及A股的分化,各位都不必太过于担心,都是短期的正常波动,趋势方面,看底下的新闻不就心里明白了嘛! 其实早在几个月以前,兔子与老鹰关系剑拔弩张,我们便预判了年底关系会趋于缓和,主要原因之一,就是美国CPI的不断高涨。内部的压力越大,就必然会向外部寻找解决方案。 明白了上述逻辑,大家也就明白了,为什么美国要释放战略石油储备去压制不断高企的石油价格。 只不过,看问题,需要透过现象看本质,如果思维只是停留在美国释放原油储备会导致原油价格跳水,那么必然在这里会追空在地板上。 要学会逆向思考,逆向思考的难度其实不亚于改变一个人固有的路径依赖,道理很简单,实际执行起来却非常难。 事实上,原油目前的这个走法,与我昨天晚上直播课上说的清清楚楚,班级里的留言也写得明明白白,如果还有人觉得不满意的话,许导也只能问你们一句了: 我已追单进场,止损也给你们看了,请问各位是想跟,还是要反向加倍跟呢? <","images":[{"img":"https://static.tigerbbs.com/bf7300392dcb2fcacbef8bdd6c41d093","width":"600","height":"362"},{"img":"https://static.tigerbbs.com/5c23a38b3dffb9e27bcf3531bac771db","width":"477","height":"322"},{"img":"https://static.tigerbbs.com/b4d8226057e77aeaca311dbb9c954db3","width":"713","height":"174"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875474892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843474612,"gmtCreate":1635855457820,"gmtModify":1635855457820,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843474612","repostId":"857859092","repostType":1,"repost":{"id":857859092,"gmtCreate":1635518834282,"gmtModify":1720268123957,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"2021年10月宏观市场回顾与展望","htmlText":"\n \n \n 新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。<a target=\"_blank\" href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连(HSImain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>\n \n","listText":"新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。<a target=\"_blank\" href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连(HSImain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>","text":"新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。$A50指数主连(CNmain)$$黄金主连(GCmain)$$NQ100指数主连(NQmain)$$恒生指数主连(HSImain)$$WTI原油主连(CLmain)$","images":[{"img":"https://static.tigerbbs.com/e3b5760ee266f232770311790d609d73","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857859092","isVote":1,"tweetType":2,"object":{"id":"4b89b4234a734843980b1d93f76cecba","tweetId":"857859092","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/48117a228602268011153358747/sH74HtEMZa8A.mp4","poster":"https://static.tigerbbs.com/e3b5760ee266f232770311790d609d73"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864011774,"gmtCreate":1633042503009,"gmtModify":1633042503009,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864011774","repostId":"143467634","repostType":1,"repost":{"id":143467634,"gmtCreate":1625810610824,"gmtModify":1625820443134,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"一文看懂,如何布局全球光伏产业链!!!","htmlText":"——趋势哥出品,必是精品—— 01 “十四五”中央宣布,2030年我国将实现碳达峰、2060年碳中和,以此为驱动,光伏产业将得到空前的快速发展。 到2020年底,我国光伏容量253.43GW,为了实现2060年碳中和,预计在“十四五”期间,平均每年装机量要达到70GW~90GW;而到了“十五五”,平均每年要新增100GW! 同时,抑制低碳减排、加强新能源利用,已经成为全球政治正确的事业。 据此,有分析人士称,未来光伏产业会有近26倍的巨大发展空间! 中国光伏产业协会副会长预测: 保守估计2021年全球光伏新装机将达到150GW,乐观值为170GW。保守估计,2021-2025年,全球光伏新装机将达到1050GW,而乐观估计将达到1295GW。 也就是说,5年时间内,光伏产业有近10倍的增长空间! 由此,光伏这个赛道逻辑通透、持续周期长,将会是除了电动车、芯片之外的,另一个绝佳投资赛道。 所以,这个逻辑列入趋势哥“一文看懂系列”,希望对大家有所帮助。 02 光伏产业的构造如下:简单来说: 上游: 第一步 将【硅矿】进行提纯,变成【多晶硅】,纯度是99.9999%的用来造光伏,99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割,产生【硅片】。 中游: 第三部: 将【硅片】制作成【电池片】;以及,生产专用的【光伏玻璃】、盖板、框架等。 下游: 第四部: 将【电池片】通过玻璃、盖板、框架等多个材料,进行封装产生【光伏组件】; 第五步: 【光伏组件】再配上支架、逆变器、储电池等辅件,也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样,上游都是技术含量最高、利润最高的地方。所以,早期光伏上游都掌握在西方国家手里,中国只能做中下游。 2008年时,我国光伏组件制造的企业多达近400家,然而处在上游的多晶硅、硅片,却被控制在西方手里。下游产业多了,挣着拿货,导","listText":"——趋势哥出品,必是精品—— 01 “十四五”中央宣布,2030年我国将实现碳达峰、2060年碳中和,以此为驱动,光伏产业将得到空前的快速发展。 到2020年底,我国光伏容量253.43GW,为了实现2060年碳中和,预计在“十四五”期间,平均每年装机量要达到70GW~90GW;而到了“十五五”,平均每年要新增100GW! 同时,抑制低碳减排、加强新能源利用,已经成为全球政治正确的事业。 据此,有分析人士称,未来光伏产业会有近26倍的巨大发展空间! 中国光伏产业协会副会长预测: 保守估计2021年全球光伏新装机将达到150GW,乐观值为170GW。保守估计,2021-2025年,全球光伏新装机将达到1050GW,而乐观估计将达到1295GW。 也就是说,5年时间内,光伏产业有近10倍的增长空间! 由此,光伏这个赛道逻辑通透、持续周期长,将会是除了电动车、芯片之外的,另一个绝佳投资赛道。 所以,这个逻辑列入趋势哥“一文看懂系列”,希望对大家有所帮助。 02 光伏产业的构造如下:简单来说: 上游: 第一步 将【硅矿】进行提纯,变成【多晶硅】,纯度是99.9999%的用来造光伏,99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割,产生【硅片】。 中游: 第三部: 将【硅片】制作成【电池片】;以及,生产专用的【光伏玻璃】、盖板、框架等。 下游: 第四部: 将【电池片】通过玻璃、盖板、框架等多个材料,进行封装产生【光伏组件】; 第五步: 【光伏组件】再配上支架、逆变器、储电池等辅件,也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样,上游都是技术含量最高、利润最高的地方。所以,早期光伏上游都掌握在西方国家手里,中国只能做中下游。 2008年时,我国光伏组件制造的企业多达近400家,然而处在上游的多晶硅、硅片,却被控制在西方手里。下游产业多了,挣着拿货,导","text":"——趋势哥出品,必是精品—— 01 “十四五”中央宣布,2030年我国将实现碳达峰、2060年碳中和,以此为驱动,光伏产业将得到空前的快速发展。 到2020年底,我国光伏容量253.43GW,为了实现2060年碳中和,预计在“十四五”期间,平均每年装机量要达到70GW~90GW;而到了“十五五”,平均每年要新增100GW! 同时,抑制低碳减排、加强新能源利用,已经成为全球政治正确的事业。 据此,有分析人士称,未来光伏产业会有近26倍的巨大发展空间! 中国光伏产业协会副会长预测: 保守估计2021年全球光伏新装机将达到150GW,乐观值为170GW。保守估计,2021-2025年,全球光伏新装机将达到1050GW,而乐观估计将达到1295GW。 也就是说,5年时间内,光伏产业有近10倍的增长空间! 由此,光伏这个赛道逻辑通透、持续周期长,将会是除了电动车、芯片之外的,另一个绝佳投资赛道。 所以,这个逻辑列入趋势哥“一文看懂系列”,希望对大家有所帮助。 02 光伏产业的构造如下:简单来说: 上游: 第一步 将【硅矿】进行提纯,变成【多晶硅】,纯度是99.9999%的用来造光伏,99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割,产生【硅片】。 中游: 第三部: 将【硅片】制作成【电池片】;以及,生产专用的【光伏玻璃】、盖板、框架等。 下游: 第四部: 将【电池片】通过玻璃、盖板、框架等多个材料,进行封装产生【光伏组件】; 第五步: 【光伏组件】再配上支架、逆变器、储电池等辅件,也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样,上游都是技术含量最高、利润最高的地方。所以,早期光伏上游都掌握在西方国家手里,中国只能做中下游。 2008年时,我国光伏组件制造的企业多达近400家,然而处在上游的多晶硅、硅片,却被控制在西方手里。下游产业多了,挣着拿货,导","images":[{"img":"https://static.tigerbbs.com/0df2c80b093fa25741c6f7a24e455e6a","width":"515","height":"675"},{"img":"https://static.tigerbbs.com/0ef22aec12fc8619c06f2c8e9803c09b","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/7209c7dbb6faadc10a10aaffd9ce5d61","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143467634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865747933,"gmtCreate":1633035701170,"gmtModify":1633035701170,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865747933","repostId":"865736917","repostType":1,"repost":{"id":865736917,"gmtCreate":1633017016721,"gmtModify":1636601685738,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"美联储货币政策路径推演与投资展望!","htmlText":"\n \n \n 美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。<a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMMAIN\">$道琼斯指数主连(YMmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$</a><a href=\"https://laohu8.com/FUT/CNmain\" target=\"_blank\">$A50指数主连(CNmain)$</a>\n \n","listText":"美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。<a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMMAIN\">$道琼斯指数主连(YMmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$</a><a href=\"https://laohu8.com/FUT/CNmain\" target=\"_blank\">$A50指数主连(CNmain)$</a>","text":"美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。$NQ100指数主连(NQmain)$$道琼斯指数主连(YMmain)$$黄金主连(GCmain)$$WTI原油主连(CLmain)$$沪深300(000300.SH)$$A50指数主连(CNmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865736917","isVote":1,"tweetType":2,"object":{"id":"aacdb44c3e274618bb109a0d92c10220","tweetId":"865736917","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/852a163e3701925925305345208/v.f30.mp4","poster":"https://static.tigerbbs.com/f8e1c426f1215b4cdd9a6eaa130f839e"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818876936,"gmtCreate":1630399356825,"gmtModify":1630399356825,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818876936","repostId":"1135225494","repostType":4,"isVote":1,"tweetType":1,"viewCount":4951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811342839,"gmtCreate":1630292334621,"gmtModify":1704957936474,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>不要抄底 模拟盘","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>不要抄底 模拟盘","text":"$腾讯音乐(TME)$不要抄底 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模拟盘","images":[{"img":"https://static.tigerbbs.com/fef95cb18e365ca76683f7db67206926","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811342839","isVote":1,"tweetType":1,"viewCount":5339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":944730876,"gmtCreate":1597118981695,"gmtModify":1704214446922,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"脸书苹果微软亚马逊谷歌","listText":"脸书苹果微软亚马逊谷歌","text":"脸书苹果微软亚马逊谷歌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944730876","repostId":"1176160912","repostType":4,"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663889026,"gmtCreate":1663082394765,"gmtModify":1663082395691,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663889026","repostId":"1167841848","repostType":2,"isVote":1,"tweetType":1,"viewCount":2808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660654524,"gmtCreate":1661728445970,"gmtModify":1661728445970,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660654524","repostId":"660605235","repostType":1,"repost":{"id":660605235,"gmtCreate":1661594744440,"gmtModify":1661619561158,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"【美股周记】2022年第34周——一个危险的信号出现了","htmlText":"【本期导读】周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储打压通胀的决心不容质疑,降息或者停止加息就先不要想了,现在只是加多加少的问题;PCE物价指数显示通胀好转,白宫给出的中期审查预测显示美国经济远期审慎乐观;很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用真金白银博弈出来的,这代表了他们对未来经济最真实的想法。国债收益率大幅上涨,2年期国债已经来到了今年6月份的高点,这是一个危险的信号。短期内中概股风险还是大于机会。这个星期我的操作:少量加仓。美联储打压通胀的决心不容质疑周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储的观点包括:1)通胀对低收入人群的伤害较大;2)美联储坚决利用工具控制通胀;3)经济可能一段时间内无法正常增长,借贷成本将增加;4)就业市场依然过热,通胀虽然有所缓解,但是还需要更多的数据证明状况的真正好转。来源:三折人生公众号9月份加息75个基点概率大增鲍威尔讲话后,市场押注9月份加息75个基点的概率从47%大涨至61%。来源:芝加哥证券交易所另一个方面,鲍威尔讲话前1个半小时公布的PCE物价指数却传来好消息,6.3%的通胀年率低于预期的6.4%,也低于前一个月的6.8%。这显示美国的通胀的确是有被控制住的迹象的。星期三白宫给出的中期审查预测显示美国经济远期审慎乐观。来源:视野环球财经如鲍老头说的,通胀是否被控制住,还有更多的数据来证实。从目前的情况看,9月份加息75个基点的机会是很大的。来源:三折人生公众号国债收益率再次攀升很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用","listText":"【本期导读】周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储打压通胀的决心不容质疑,降息或者停止加息就先不要想了,现在只是加多加少的问题;PCE物价指数显示通胀好转,白宫给出的中期审查预测显示美国经济远期审慎乐观;很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用真金白银博弈出来的,这代表了他们对未来经济最真实的想法。国债收益率大幅上涨,2年期国债已经来到了今年6月份的高点,这是一个危险的信号。短期内中概股风险还是大于机会。这个星期我的操作:少量加仓。美联储打压通胀的决心不容质疑周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储的观点包括:1)通胀对低收入人群的伤害较大;2)美联储坚决利用工具控制通胀;3)经济可能一段时间内无法正常增长,借贷成本将增加;4)就业市场依然过热,通胀虽然有所缓解,但是还需要更多的数据证明状况的真正好转。来源:三折人生公众号9月份加息75个基点概率大增鲍威尔讲话后,市场押注9月份加息75个基点的概率从47%大涨至61%。来源:芝加哥证券交易所另一个方面,鲍威尔讲话前1个半小时公布的PCE物价指数却传来好消息,6.3%的通胀年率低于预期的6.4%,也低于前一个月的6.8%。这显示美国的通胀的确是有被控制住的迹象的。星期三白宫给出的中期审查预测显示美国经济远期审慎乐观。来源:视野环球财经如鲍老头说的,通胀是否被控制住,还有更多的数据来证实。从目前的情况看,9月份加息75个基点的机会是很大的。来源:三折人生公众号国债收益率再次攀升很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用","text":"【本期导读】周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储打压通胀的决心不容质疑,降息或者停止加息就先不要想了,现在只是加多加少的问题;PCE物价指数显示通胀好转,白宫给出的中期审查预测显示美国经济远期审慎乐观;很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用真金白银博弈出来的,这代表了他们对未来经济最真实的想法。国债收益率大幅上涨,2年期国债已经来到了今年6月份的高点,这是一个危险的信号。短期内中概股风险还是大于机会。这个星期我的操作:少量加仓。美联储打压通胀的决心不容质疑周五鲍威尔短短10分钟的演讲就把过份乐观的大盘砸下来了,再次显现了美联储在美国经济定海神针般的控制力。美联储的观点包括:1)通胀对低收入人群的伤害较大;2)美联储坚决利用工具控制通胀;3)经济可能一段时间内无法正常增长,借贷成本将增加;4)就业市场依然过热,通胀虽然有所缓解,但是还需要更多的数据证明状况的真正好转。来源:三折人生公众号9月份加息75个基点概率大增鲍威尔讲话后,市场押注9月份加息75个基点的概率从47%大涨至61%。来源:芝加哥证券交易所另一个方面,鲍威尔讲话前1个半小时公布的PCE物价指数却传来好消息,6.3%的通胀年率低于预期的6.4%,也低于前一个月的6.8%。这显示美国的通胀的确是有被控制住的迹象的。星期三白宫给出的中期审查预测显示美国经济远期审慎乐观。来源:视野环球财经如鲍老头说的,通胀是否被控制住,还有更多的数据来证实。从目前的情况看,9月份加息75个基点的机会是很大的。来源:三折人生公众号国债收益率再次攀升很多时候我们能听到很多投资机构对于发表各种各样的看法,大多数时候这些看法我们听听就好,因为那是不花钱的。但是国债收益率却是机构们用","images":[{"img":"https://static.tigerbbs.com/9a3ab1c8ea8866509c29e7fdf143feca","width":"632","height":"246"},{"img":"https://static.tigerbbs.com/237fe548bec5c9d386f30dca531e2fe1","width":"632","height":"513"},{"img":"https://static.tigerbbs.com/dbb0858bf3d48b33a32dba82dade339e","width":"632","height":"341"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660605235","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":2085,"gmtBegin":1661594744428,"gmtEnd":1662026634548,"type":1,"upper":1,"title":"这次回调会跌破6月18日的底部吗?","choices":[{"id":8302,"sort":1,"name":"会","userSize":53,"voted":false},{"id":8303,"sort":2,"name":"不会","userSize":40,"voted":false}]},"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630622821,"gmtCreate":1642827293792,"gmtModify":1642827293792,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630622821","repostId":"695943116","repostType":1,"repost":{"id":695943116,"gmtCreate":1641308530837,"gmtModify":1744960778763,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"2022年的十大核心资产出来了,来聊聊你的看法?","htmlText":"今天两市高开低走,成交量12662万亿,三大主要指数全部飘绿,不过个股的上涨数量却远超过下跌数量,这个比例基本上达到3比1左右: 也就是说,市场出现了赚钱不赚指数的行情,本质上就是代表权重类的大盘股在下跌,不过中小盘的个股却在上涨。看三大指数,尤其是创业板2.18%的跌幅,我们会以为是普跌行情,实际上只是电源设备,玻璃制造,电力等行业跌幅居前,或者换另一个维度来说,调整得比较厉害的是CXO医药医疗,新能源相关(如光伏),以及芯片半导体,而元宇宙依然继续上涨霸屏。 每一年年初,我们总能够看到投行,券商分析师们十分密集的推送一些热门股的研报,有些个股甚至会给出目标价,那么这些研报到底有没有参考的价值呢?跟着许导一起看一组数据吧: 我们先把时间维度拉回2021年1月初,筛选出成交额最高的10支“热门股”,并统计覆盖这些股票的150份研报,这些票分别是,东方财富,隆基股份,比亚迪,中国平安,京东方A,五粮液,贵州茅台,天齐锂业,宁德时代和金龙鱼。 通过复权处理后发现,投行券商们对于东方财富2021年的股价预测最为精准(也许是因为同行才能真的看透同行),对于隆基股份,比亚迪股价的预测比较精准,但是,对于中国平安和京东方A的股价,几乎所有的分析师全部打脸,且股价最终的表现与预期相差甚大。 此外,所有的投行券商们均高估了五粮液,贵州茅台2021年的表现(说明消费市场预期很高),不过却低估了宁德时代的实际表现,甚至天齐锂业的最终走势也远高于多数分析师们的预期,就如同金龙鱼的表现远差于大多数分析师们的预期。 就像许导前文《0103:柴米油盐的充实,灯火阑珊的温暖!》和你们划的重点一样: 投资决策中10%由发生在你身上的事情组成,90%由你对此事的反应决定。 投行券商们对于股价的预测,有对肯定也会有错,我们并不能因为对了就说人家有价值,错了就批评人家没啥用。开着上帝视角,那是我们在看电影,","listText":"今天两市高开低走,成交量12662万亿,三大主要指数全部飘绿,不过个股的上涨数量却远超过下跌数量,这个比例基本上达到3比1左右: 也就是说,市场出现了赚钱不赚指数的行情,本质上就是代表权重类的大盘股在下跌,不过中小盘的个股却在上涨。看三大指数,尤其是创业板2.18%的跌幅,我们会以为是普跌行情,实际上只是电源设备,玻璃制造,电力等行业跌幅居前,或者换另一个维度来说,调整得比较厉害的是CXO医药医疗,新能源相关(如光伏),以及芯片半导体,而元宇宙依然继续上涨霸屏。 每一年年初,我们总能够看到投行,券商分析师们十分密集的推送一些热门股的研报,有些个股甚至会给出目标价,那么这些研报到底有没有参考的价值呢?跟着许导一起看一组数据吧: 我们先把时间维度拉回2021年1月初,筛选出成交额最高的10支“热门股”,并统计覆盖这些股票的150份研报,这些票分别是,东方财富,隆基股份,比亚迪,中国平安,京东方A,五粮液,贵州茅台,天齐锂业,宁德时代和金龙鱼。 通过复权处理后发现,投行券商们对于东方财富2021年的股价预测最为精准(也许是因为同行才能真的看透同行),对于隆基股份,比亚迪股价的预测比较精准,但是,对于中国平安和京东方A的股价,几乎所有的分析师全部打脸,且股价最终的表现与预期相差甚大。 此外,所有的投行券商们均高估了五粮液,贵州茅台2021年的表现(说明消费市场预期很高),不过却低估了宁德时代的实际表现,甚至天齐锂业的最终走势也远高于多数分析师们的预期,就如同金龙鱼的表现远差于大多数分析师们的预期。 就像许导前文《0103:柴米油盐的充实,灯火阑珊的温暖!》和你们划的重点一样: 投资决策中10%由发生在你身上的事情组成,90%由你对此事的反应决定。 投行券商们对于股价的预测,有对肯定也会有错,我们并不能因为对了就说人家有价值,错了就批评人家没啥用。开着上帝视角,那是我们在看电影,","text":"今天两市高开低走,成交量12662万亿,三大主要指数全部飘绿,不过个股的上涨数量却远超过下跌数量,这个比例基本上达到3比1左右: 也就是说,市场出现了赚钱不赚指数的行情,本质上就是代表权重类的大盘股在下跌,不过中小盘的个股却在上涨。看三大指数,尤其是创业板2.18%的跌幅,我们会以为是普跌行情,实际上只是电源设备,玻璃制造,电力等行业跌幅居前,或者换另一个维度来说,调整得比较厉害的是CXO医药医疗,新能源相关(如光伏),以及芯片半导体,而元宇宙依然继续上涨霸屏。 每一年年初,我们总能够看到投行,券商分析师们十分密集的推送一些热门股的研报,有些个股甚至会给出目标价,那么这些研报到底有没有参考的价值呢?跟着许导一起看一组数据吧: 我们先把时间维度拉回2021年1月初,筛选出成交额最高的10支“热门股”,并统计覆盖这些股票的150份研报,这些票分别是,东方财富,隆基股份,比亚迪,中国平安,京东方A,五粮液,贵州茅台,天齐锂业,宁德时代和金龙鱼。 通过复权处理后发现,投行券商们对于东方财富2021年的股价预测最为精准(也许是因为同行才能真的看透同行),对于隆基股份,比亚迪股价的预测比较精准,但是,对于中国平安和京东方A的股价,几乎所有的分析师全部打脸,且股价最终的表现与预期相差甚大。 此外,所有的投行券商们均高估了五粮液,贵州茅台2021年的表现(说明消费市场预期很高),不过却低估了宁德时代的实际表现,甚至天齐锂业的最终走势也远高于多数分析师们的预期,就如同金龙鱼的表现远差于大多数分析师们的预期。 就像许导前文《0103:柴米油盐的充实,灯火阑珊的温暖!》和你们划的重点一样: 投资决策中10%由发生在你身上的事情组成,90%由你对此事的反应决定。 投行券商们对于股价的预测,有对肯定也会有错,我们并不能因为对了就说人家有价值,错了就批评人家没啥用。开着上帝视角,那是我们在看电影,","images":[{"img":"https://static.tigerbbs.com/edb1707f6be528cb1e74360500578c9b","width":"896","height":"645"},{"img":"https://static.tigerbbs.com/a67908a71216ddb7bf9dcb0a95494f53","width":"582","height":"176"},{"img":"https://static.tigerbbs.com/91e4da459d6392cb82fc2a34b2b69685","width":"413","height":"231"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695943116","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874455309,"gmtCreate":1637815053663,"gmtModify":1637815053663,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874455309","repostId":"875474892","repostType":1,"repost":{"id":875474892,"gmtCreate":1637682209543,"gmtModify":1637741170546,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"纳斯达克出现调整迹象,原油有望出现反弹!","htmlText":"隔夜,美股纳斯达克指数收出了非常难看的断头铡走势,令市场担忧美债收益率飙升之后,会进一步加剧股市的抛售。 果不其然的是,今天港股开盘之后又是一阵腥风血雨,总觉得互联网的巨头们是在诉说着《泰坦尼克号》的那句经典台词:You Jump, I Jump! 当然啦,我们心里应该明白,美股那边只是一个导火索。今年迄今为止也就美团看着还好点,阿里和百度基本上都是拦腰一刀,内因才是根本,外因只是起到推动作用。 反而是大A表现得特别顽强,早盘一度高开低走,只不过整个盘面整体呈现分化走势,除了新材料表现出延续性行情以外,昨天表现良好的汽车和光伏两条主线集体熄火,反而是沉寂比较久的工程机械,钢铁等出现反弹。 两市今天成交12284亿,量能的表现还是相当不错,经历了周一的大涨之后,哪怕没有隔夜美股的潜在“利空”,实际上日内调整也是势在必行,涨跌对比大致是在2195比1793,即从普涨开始转向分化。当然啦,对于美股潜在的调整以及A股的分化,各位都不必太过于担心,都是短期的正常波动,趋势方面,看底下的新闻不就心里明白了嘛! 其实早在几个月以前,兔子与老鹰关系剑拔弩张,我们便预判了年底关系会趋于缓和,主要原因之一,就是美国CPI的不断高涨。内部的压力越大,就必然会向外部寻找解决方案。 明白了上述逻辑,大家也就明白了,为什么美国要释放战略石油储备去压制不断高企的石油价格。 只不过,看问题,需要透过现象看本质,如果思维只是停留在美国释放原油储备会导致原油价格跳水,那么必然在这里会追空在地板上。 要学会逆向思考,逆向思考的难度其实不亚于改变一个人固有的路径依赖,道理很简单,实际执行起来却非常难。 事实上,原油目前的这个走法,与我昨天晚上直播课上说的清清楚楚,班级里的留言也写得明明白白,如果还有人觉得不满意的话,许导也只能问你们一句了: 我已追单进场,止损也给你们看了,请问各位是想跟,还是要反向加倍跟呢? <","listText":"隔夜,美股纳斯达克指数收出了非常难看的断头铡走势,令市场担忧美债收益率飙升之后,会进一步加剧股市的抛售。 果不其然的是,今天港股开盘之后又是一阵腥风血雨,总觉得互联网的巨头们是在诉说着《泰坦尼克号》的那句经典台词:You Jump, I Jump! 当然啦,我们心里应该明白,美股那边只是一个导火索。今年迄今为止也就美团看着还好点,阿里和百度基本上都是拦腰一刀,内因才是根本,外因只是起到推动作用。 反而是大A表现得特别顽强,早盘一度高开低走,只不过整个盘面整体呈现分化走势,除了新材料表现出延续性行情以外,昨天表现良好的汽车和光伏两条主线集体熄火,反而是沉寂比较久的工程机械,钢铁等出现反弹。 两市今天成交12284亿,量能的表现还是相当不错,经历了周一的大涨之后,哪怕没有隔夜美股的潜在“利空”,实际上日内调整也是势在必行,涨跌对比大致是在2195比1793,即从普涨开始转向分化。当然啦,对于美股潜在的调整以及A股的分化,各位都不必太过于担心,都是短期的正常波动,趋势方面,看底下的新闻不就心里明白了嘛! 其实早在几个月以前,兔子与老鹰关系剑拔弩张,我们便预判了年底关系会趋于缓和,主要原因之一,就是美国CPI的不断高涨。内部的压力越大,就必然会向外部寻找解决方案。 明白了上述逻辑,大家也就明白了,为什么美国要释放战略石油储备去压制不断高企的石油价格。 只不过,看问题,需要透过现象看本质,如果思维只是停留在美国释放原油储备会导致原油价格跳水,那么必然在这里会追空在地板上。 要学会逆向思考,逆向思考的难度其实不亚于改变一个人固有的路径依赖,道理很简单,实际执行起来却非常难。 事实上,原油目前的这个走法,与我昨天晚上直播课上说的清清楚楚,班级里的留言也写得明明白白,如果还有人觉得不满意的话,许导也只能问你们一句了: 我已追单进场,止损也给你们看了,请问各位是想跟,还是要反向加倍跟呢? <","text":"隔夜,美股纳斯达克指数收出了非常难看的断头铡走势,令市场担忧美债收益率飙升之后,会进一步加剧股市的抛售。 果不其然的是,今天港股开盘之后又是一阵腥风血雨,总觉得互联网的巨头们是在诉说着《泰坦尼克号》的那句经典台词:You Jump, I Jump! 当然啦,我们心里应该明白,美股那边只是一个导火索。今年迄今为止也就美团看着还好点,阿里和百度基本上都是拦腰一刀,内因才是根本,外因只是起到推动作用。 反而是大A表现得特别顽强,早盘一度高开低走,只不过整个盘面整体呈现分化走势,除了新材料表现出延续性行情以外,昨天表现良好的汽车和光伏两条主线集体熄火,反而是沉寂比较久的工程机械,钢铁等出现反弹。 两市今天成交12284亿,量能的表现还是相当不错,经历了周一的大涨之后,哪怕没有隔夜美股的潜在“利空”,实际上日内调整也是势在必行,涨跌对比大致是在2195比1793,即从普涨开始转向分化。当然啦,对于美股潜在的调整以及A股的分化,各位都不必太过于担心,都是短期的正常波动,趋势方面,看底下的新闻不就心里明白了嘛! 其实早在几个月以前,兔子与老鹰关系剑拔弩张,我们便预判了年底关系会趋于缓和,主要原因之一,就是美国CPI的不断高涨。内部的压力越大,就必然会向外部寻找解决方案。 明白了上述逻辑,大家也就明白了,为什么美国要释放战略石油储备去压制不断高企的石油价格。 只不过,看问题,需要透过现象看本质,如果思维只是停留在美国释放原油储备会导致原油价格跳水,那么必然在这里会追空在地板上。 要学会逆向思考,逆向思考的难度其实不亚于改变一个人固有的路径依赖,道理很简单,实际执行起来却非常难。 事实上,原油目前的这个走法,与我昨天晚上直播课上说的清清楚楚,班级里的留言也写得明明白白,如果还有人觉得不满意的话,许导也只能问你们一句了: 我已追单进场,止损也给你们看了,请问各位是想跟,还是要反向加倍跟呢? <","images":[{"img":"https://static.tigerbbs.com/bf7300392dcb2fcacbef8bdd6c41d093","width":"600","height":"362"},{"img":"https://static.tigerbbs.com/5c23a38b3dffb9e27bcf3531bac771db","width":"477","height":"322"},{"img":"https://static.tigerbbs.com/b4d8226057e77aeaca311dbb9c954db3","width":"713","height":"174"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875474892","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843474612,"gmtCreate":1635855457820,"gmtModify":1635855457820,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843474612","repostId":"857859092","repostType":1,"repost":{"id":857859092,"gmtCreate":1635518834282,"gmtModify":1720268123957,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"2021年10月宏观市场回顾与展望","htmlText":"\n \n \n 新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。<a target=\"_blank\" href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连(HSImain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>\n \n","listText":"新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。<a target=\"_blank\" href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/HSImain\">$恒生指数主连(HSImain)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>","text":"新西兰联储已经开始加息,加拿大央行决定停止QE,英国央行明年上半年的加息预期升温,欧洲央行目前仍然按兵不动,只不过美联储在11月份的利率会议上,开启时Taper已经是大概率事件,未来的风险点在哪里?机会主要又有哪些?请收看10月份的宏观市场回顾与展望。$A50指数主连(CNmain)$$黄金主连(GCmain)$$NQ100指数主连(NQmain)$$恒生指数主连(HSImain)$$WTI原油主连(CLmain)$","images":[{"img":"https://static.tigerbbs.com/e3b5760ee266f232770311790d609d73","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857859092","isVote":1,"tweetType":2,"object":{"id":"4b89b4234a734843980b1d93f76cecba","tweetId":"857859092","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/48117a228602268011153358747/sH74HtEMZa8A.mp4","poster":"https://static.tigerbbs.com/e3b5760ee266f232770311790d609d73"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864011774,"gmtCreate":1633042503009,"gmtModify":1633042503009,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864011774","repostId":"143467634","repostType":1,"repost":{"id":143467634,"gmtCreate":1625810610824,"gmtModify":1625820443134,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"一文看懂,如何布局全球光伏产业链!!!","htmlText":"——趋势哥出品,必是精品—— 01 “十四五”中央宣布,2030年我国将实现碳达峰、2060年碳中和,以此为驱动,光伏产业将得到空前的快速发展。 到2020年底,我国光伏容量253.43GW,为了实现2060年碳中和,预计在“十四五”期间,平均每年装机量要达到70GW~90GW;而到了“十五五”,平均每年要新增100GW! 同时,抑制低碳减排、加强新能源利用,已经成为全球政治正确的事业。 据此,有分析人士称,未来光伏产业会有近26倍的巨大发展空间! 中国光伏产业协会副会长预测: 保守估计2021年全球光伏新装机将达到150GW,乐观值为170GW。保守估计,2021-2025年,全球光伏新装机将达到1050GW,而乐观估计将达到1295GW。 也就是说,5年时间内,光伏产业有近10倍的增长空间! 由此,光伏这个赛道逻辑通透、持续周期长,将会是除了电动车、芯片之外的,另一个绝佳投资赛道。 所以,这个逻辑列入趋势哥“一文看懂系列”,希望对大家有所帮助。 02 光伏产业的构造如下:简单来说: 上游: 第一步 将【硅矿】进行提纯,变成【多晶硅】,纯度是99.9999%的用来造光伏,99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割,产生【硅片】。 中游: 第三部: 将【硅片】制作成【电池片】;以及,生产专用的【光伏玻璃】、盖板、框架等。 下游: 第四部: 将【电池片】通过玻璃、盖板、框架等多个材料,进行封装产生【光伏组件】; 第五步: 【光伏组件】再配上支架、逆变器、储电池等辅件,也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样,上游都是技术含量最高、利润最高的地方。所以,早期光伏上游都掌握在西方国家手里,中国只能做中下游。 2008年时,我国光伏组件制造的企业多达近400家,然而处在上游的多晶硅、硅片,却被控制在西方手里。下游产业多了,挣着拿货,导","listText":"——趋势哥出品,必是精品—— 01 “十四五”中央宣布,2030年我国将实现碳达峰、2060年碳中和,以此为驱动,光伏产业将得到空前的快速发展。 到2020年底,我国光伏容量253.43GW,为了实现2060年碳中和,预计在“十四五”期间,平均每年装机量要达到70GW~90GW;而到了“十五五”,平均每年要新增100GW! 同时,抑制低碳减排、加强新能源利用,已经成为全球政治正确的事业。 据此,有分析人士称,未来光伏产业会有近26倍的巨大发展空间! 中国光伏产业协会副会长预测: 保守估计2021年全球光伏新装机将达到150GW,乐观值为170GW。保守估计,2021-2025年,全球光伏新装机将达到1050GW,而乐观估计将达到1295GW。 也就是说,5年时间内,光伏产业有近10倍的增长空间! 由此,光伏这个赛道逻辑通透、持续周期长,将会是除了电动车、芯片之外的,另一个绝佳投资赛道。 所以,这个逻辑列入趋势哥“一文看懂系列”,希望对大家有所帮助。 02 光伏产业的构造如下:简单来说: 上游: 第一步 将【硅矿】进行提纯,变成【多晶硅】,纯度是99.9999%的用来造光伏,99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割,产生【硅片】。 中游: 第三部: 将【硅片】制作成【电池片】;以及,生产专用的【光伏玻璃】、盖板、框架等。 下游: 第四部: 将【电池片】通过玻璃、盖板、框架等多个材料,进行封装产生【光伏组件】; 第五步: 【光伏组件】再配上支架、逆变器、储电池等辅件,也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样,上游都是技术含量最高、利润最高的地方。所以,早期光伏上游都掌握在西方国家手里,中国只能做中下游。 2008年时,我国光伏组件制造的企业多达近400家,然而处在上游的多晶硅、硅片,却被控制在西方手里。下游产业多了,挣着拿货,导","text":"——趋势哥出品,必是精品—— 01 “十四五”中央宣布,2030年我国将实现碳达峰、2060年碳中和,以此为驱动,光伏产业将得到空前的快速发展。 到2020年底,我国光伏容量253.43GW,为了实现2060年碳中和,预计在“十四五”期间,平均每年装机量要达到70GW~90GW;而到了“十五五”,平均每年要新增100GW! 同时,抑制低碳减排、加强新能源利用,已经成为全球政治正确的事业。 据此,有分析人士称,未来光伏产业会有近26倍的巨大发展空间! 中国光伏产业协会副会长预测: 保守估计2021年全球光伏新装机将达到150GW,乐观值为170GW。保守估计,2021-2025年,全球光伏新装机将达到1050GW,而乐观估计将达到1295GW。 也就是说,5年时间内,光伏产业有近10倍的增长空间! 由此,光伏这个赛道逻辑通透、持续周期长,将会是除了电动车、芯片之外的,另一个绝佳投资赛道。 所以,这个逻辑列入趋势哥“一文看懂系列”,希望对大家有所帮助。 02 光伏产业的构造如下:简单来说: 上游: 第一步 将【硅矿】进行提纯,变成【多晶硅】,纯度是99.9999%的用来造光伏,99.999999%用来造芯片。 第二步 将【多晶硅】铸造、切割,产生【硅片】。 中游: 第三部: 将【硅片】制作成【电池片】;以及,生产专用的【光伏玻璃】、盖板、框架等。 下游: 第四部: 将【电池片】通过玻璃、盖板、框架等多个材料,进行封装产生【光伏组件】; 第五步: 【光伏组件】再配上支架、逆变器、储电池等辅件,也就成了我们生活中看到的光伏电站。 03 光伏产业链和芯片一样,上游都是技术含量最高、利润最高的地方。所以,早期光伏上游都掌握在西方国家手里,中国只能做中下游。 2008年时,我国光伏组件制造的企业多达近400家,然而处在上游的多晶硅、硅片,却被控制在西方手里。下游产业多了,挣着拿货,导","images":[{"img":"https://static.tigerbbs.com/0df2c80b093fa25741c6f7a24e455e6a","width":"515","height":"675"},{"img":"https://static.tigerbbs.com/0ef22aec12fc8619c06f2c8e9803c09b","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/7209c7dbb6faadc10a10aaffd9ce5d61","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143467634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865747933,"gmtCreate":1633035701170,"gmtModify":1633035701170,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865747933","repostId":"865736917","repostType":1,"repost":{"id":865736917,"gmtCreate":1633017016721,"gmtModify":1636601685738,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"美联储货币政策路径推演与投资展望!","htmlText":"\n \n \n 美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。<a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMMAIN\">$道琼斯指数主连(YMmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$</a><a href=\"https://laohu8.com/FUT/CNmain\" target=\"_blank\">$A50指数主连(CNmain)$</a>\n \n","listText":"美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。<a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMMAIN\">$道琼斯指数主连(YMmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$</a><a href=\"https://laohu8.com/FUT/CNmain\" target=\"_blank\">$A50指数主连(CNmain)$</a>","text":"美联储货币政策路径回顾与推演,美联储内部的动荡以及美国经济和通胀前景展望,鲍威尔连任的变数,美债收益率飙升的大背景,以及兔子与老鹰博弈的相关进展。$NQ100指数主连(NQmain)$$道琼斯指数主连(YMmain)$$黄金主连(GCmain)$$WTI原油主连(CLmain)$$沪深300(000300.SH)$$A50指数主连(CNmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865736917","isVote":1,"tweetType":2,"object":{"id":"aacdb44c3e274618bb109a0d92c10220","tweetId":"865736917","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/852a163e3701925925305345208/v.f30.mp4","poster":"https://static.tigerbbs.com/f8e1c426f1215b4cdd9a6eaa130f839e"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818876936,"gmtCreate":1630399356825,"gmtModify":1630399356825,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818876936","repostId":"1135225494","repostType":4,"isVote":1,"tweetType":1,"viewCount":4951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832156629,"gmtCreate":1629600397161,"gmtModify":1629600397161,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832156629","repostId":"1164432970","repostType":2,"isVote":1,"tweetType":1,"viewCount":3910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800551067,"gmtCreate":1627309332659,"gmtModify":1627309332659,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"模拟中概股","listText":"模拟中概股","text":"模拟中概股","images":[{"img":"https://static.tigerbbs.com/4f0efafc914d3359f08ca7c43e7a70b8","width":"1080","height":"2685"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800551067","isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":147242433,"gmtCreate":1626361212722,"gmtModify":1626361212722,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147242433","repostId":"2151529432","repostType":4,"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358261254,"gmtCreate":1616700636778,"gmtModify":1616700636778,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/YM2106\">$道琼斯指数2106(YM2106)$ </a>uuu","listText":"<a href=\"https://laohu8.com/FUT/YM2106\">$道琼斯指数2106(YM2106)$ </a>uuu","text":"$道琼斯指数2106(YM2106)$ uuu","images":[{"img":"https://static.tigerbbs.com/f5f54279ef157a688c2e733b7e3ea1c7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358261254","isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":391100803,"gmtCreate":1606491644902,"gmtModify":1703843421843,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391100803","repostId":"1165923201","repostType":4,"isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945863080,"gmtCreate":1596526092840,"gmtModify":1704212511680,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945863080","repostId":"940818827","repostType":1,"repost":{"id":940818827,"gmtCreate":1593738368369,"gmtModify":1708929561565,"author":{"id":"3502662293881250","authorId":"3502662293881250","name":"安心睡大觉","avatar":"https://static.tigerbbs.com/5644d6d3b2f1f98162851b875f4d8ac5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502662293881250","idStr":"3502662293881250"},"themes":[],"title":"最重要的不是你什么时候买,而是什么时候卖-2020上半年投资心得","htmlText":"2020年上半年,资本市场大风大浪,先是暴跌后是暴涨,并且美股纳斯达克创了历史最近的新高。危机危机,在这一次又体现的淋漓尽致。有很多人懊悔不已——有的人是卖在低点没能买回来,犹豫着进不进场;有的是一直硬扛着,但回本了就卖飞了。多少人会想:如果大跌之时全仓买了**,现在就是n倍了!例如买了特斯拉、蔚来、拼多多以及港股的美团、腾讯,还有A股的茅台。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> 一、上半年市场怎么看?我觉得最主要的是疫情对于资本市场的影响。有人说股价也是两极分化,越贵的越长,越不敢买。好公司不断创新高。但安心睡大觉提出异议:并不是所有好公司都在创新高,例如:招商银行、中国平安、万科、格力和海螺水泥。有人说是因为这些公司的股价在15年至17年已经涨过了,但茅台、恒瑞医药也是涨了的。同样是好公司却在今年上涨的不一致,更深层次的原因是这次","listText":"2020年上半年,资本市场大风大浪,先是暴跌后是暴涨,并且美股纳斯达克创了历史最近的新高。危机危机,在这一次又体现的淋漓尽致。有很多人懊悔不已——有的人是卖在低点没能买回来,犹豫着进不进场;有的是一直硬扛着,但回本了就卖飞了。多少人会想:如果大跌之时全仓买了**,现在就是n倍了!例如买了特斯拉、蔚来、拼多多以及港股的美团、腾讯,还有A股的茅台。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> 一、上半年市场怎么看?我觉得最主要的是疫情对于资本市场的影响。有人说股价也是两极分化,越贵的越长,越不敢买。好公司不断创新高。但安心睡大觉提出异议:并不是所有好公司都在创新高,例如:招商银行、中国平安、万科、格力和海螺水泥。有人说是因为这些公司的股价在15年至17年已经涨过了,但茅台、恒瑞医药也是涨了的。同样是好公司却在今年上涨的不一致,更深层次的原因是这次","text":"2020年上半年,资本市场大风大浪,先是暴跌后是暴涨,并且美股纳斯达克创了历史最近的新高。危机危机,在这一次又体现的淋漓尽致。有很多人懊悔不已——有的人是卖在低点没能买回来,犹豫着进不进场;有的是一直硬扛着,但回本了就卖飞了。多少人会想:如果大跌之时全仓买了**,现在就是n倍了!例如买了特斯拉、蔚来、拼多多以及港股的美团、腾讯,还有A股的茅台。$特斯拉(TSLA)$ $蔚来(NIO)$ $拼多多(PDD)$ $美团点评-W(03690)$ $腾讯控股(00700)$ $贵州茅台(600519)$ 一、上半年市场怎么看?我觉得最主要的是疫情对于资本市场的影响。有人说股价也是两极分化,越贵的越长,越不敢买。好公司不断创新高。但安心睡大觉提出异议:并不是所有好公司都在创新高,例如:招商银行、中国平安、万科、格力和海螺水泥。有人说是因为这些公司的股价在15年至17年已经涨过了,但茅台、恒瑞医药也是涨了的。同样是好公司却在今年上涨的不一致,更深层次的原因是这次","images":[{"img":"https://static.tigerbbs.com/e61feff5145ce39e24a9e58e47300cb3","width":"1024","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940818827","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942417914,"gmtCreate":1596193199938,"gmtModify":1704211702144,"author":{"id":"3494491902564494","authorId":"3494491902564494","name":"小不点2020","avatar":"https://static.tigerbbs.com/1b0f66e158a37d5ee8620dd541237090","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494491902564494","idStr":"3494491902564494"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942417914","repostId":"1120565856","repostType":2,"isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}