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Mediator
短期来看,市场不理性是常态的,理性才是暂时的;但长期来看,市场终将回归理性.
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Mediator
2024-09-30
中国政策组合拳引爆全球市场
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中国政策组合拳引爆全球市场
中国政策组合拳引爆全球市场:中概股与港股投资热潮来袭 此帖仅开放于中国大陆用户
中国政策组合拳引爆全球市场
Mediator
09-30 21:43
照着懂王这样作,美国传统金融机构要覆灭了
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Mediator
09-30 17:12
a休8港休4
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Mediator
09-30 11:34
这篇文章不错,转发给大家看看
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Mediator
09-30 11:33
还有超过一半的委员对降息是持谨慎态度,然而这个月经济数据可能延迟,对降息造成不确定性影响。
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Mediator
09-30 11:09
应急计划:将在政府停摆期间暂停所有运营,不发布经济数据。 🤣
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Mediator
09-29
这篇文章不错,转发给大家看看
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Mediator
09-29
第四次全体会议于10月20日至23日在北京召开 决议第15个五年规划
Mediator
09-29
这篇文章不错,转发给大家看看
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Mediator
09-28
十月很可能回调
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Mediator
09-28
历史数据显示,截至8月底标普500指数年内涨幅介于5%-25%的年份,其在9月和10月的市场表现往往平淡。这两个月录得正回报的概率仅约为50%,其中9月平均回报率为0.6%,10月更是仅有0.1%。
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Mediator
09-27
黄仁勋的三角△炒作法,背后有高人出招,看似在捧openAI和Oracle,实则通过投资协议,算力租赁协议和设备采购,把英伟达和这两者做了捆绑,实则是在疯狂左脚踩右脚吹捧自己。
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Mediator
09-27
2013年政府关门后,月度就业和消费者价格指数报告"被推迟了约两周"。即将于10月3日发布的9月就业报告和10月15日的9月CPI数据都面临推迟风险。
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Mediator
09-27
川普吃准了民主党就是一群软蛋,现在直接肆无忌惮
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Mediator
09-26
不敢自称达到l3自动驾驶,就说明实际效果还是有限,中国2026可都要上市l3自动驾驶车型了,这类车自动驾驶期间出问题,车企是开始要担责任的,和l2级别是根本区别。
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Mediator
09-26
这数据就像被梳子梳过了一样整齐😂美国经济信用破罐子破摔了也是
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Mediator
09-25
想法很好,但要看如何落实
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Mediator
09-25
谨防降息过度
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Mediator
09-25
长期不到6块的股价,沾个AI就12块往上了,真是来快钱的好生意。🤣
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Mediator
09-25
这篇文章不错,转发给大家看看
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Mediator
09-25
$恒生科技指数(HSTECH)$
我猜港A国庆节期间会被机构按着杀[开心]
去老虎APP查看更多动态
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我猜港A国庆节期间会被机构按着杀[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482284765720960","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":429629247221816,"gmtCreate":1745912082784,"gmtModify":1746181127848,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"按延期90天开始计算已经快过去一个月了,川普的谈判大概率并没有取得任何进展,因为按照他的性格,稍微有点推进就会大肆宣传给他歌功颂德,现在自己都不敢说任何实质进展,客观上和他贸易摩擦最大的几个经济体也很难有什么实质妥协空间,还几次被中国外交部打假,可以说总体进展几乎是0。所以我不看好所谓的谈判会如期成功,滞涨会减缓的说法,在这种情况下,美联储也很难大幅降息,即使面临经济衰退,没有稳定的通胀就不可能有稳步前进的经济,压制通胀任务依然是在就业优先级之上。川普在没有主要对手对他妥协的情况下,他也不可能单方面的放弃关税,这样来回打脸,反对他的依然反对,原来支持他的民调也会反噬,政治上就真的要被孤立了。所以90天后如果真的谈判未有一个明确结果而高额关税重启的话,很有可能是美联储今年下半年50基点左右小幅降息,美国面临严重滞涨的结果,且下半年的7月美股还会有一次巨幅调整且会比这一次的更大,这一次能够快速反弹的主要原因就是因为这次关税仓促实施的不确定性太高,而90天后的结果几乎是大局已定,美国与其他国家的关税中短期内不会有太大改变","listText":"按延期90天开始计算已经快过去一个月了,川普的谈判大概率并没有取得任何进展,因为按照他的性格,稍微有点推进就会大肆宣传给他歌功颂德,现在自己都不敢说任何实质进展,客观上和他贸易摩擦最大的几个经济体也很难有什么实质妥协空间,还几次被中国外交部打假,可以说总体进展几乎是0。所以我不看好所谓的谈判会如期成功,滞涨会减缓的说法,在这种情况下,美联储也很难大幅降息,即使面临经济衰退,没有稳定的通胀就不可能有稳步前进的经济,压制通胀任务依然是在就业优先级之上。川普在没有主要对手对他妥协的情况下,他也不可能单方面的放弃关税,这样来回打脸,反对他的依然反对,原来支持他的民调也会反噬,政治上就真的要被孤立了。所以90天后如果真的谈判未有一个明确结果而高额关税重启的话,很有可能是美联储今年下半年50基点左右小幅降息,美国面临严重滞涨的结果,且下半年的7月美股还会有一次巨幅调整且会比这一次的更大,这一次能够快速反弹的主要原因就是因为这次关税仓促实施的不确定性太高,而90天后的结果几乎是大局已定,美国与其他国家的关税中短期内不会有太大改变","text":"按延期90天开始计算已经快过去一个月了,川普的谈判大概率并没有取得任何进展,因为按照他的性格,稍微有点推进就会大肆宣传给他歌功颂德,现在自己都不敢说任何实质进展,客观上和他贸易摩擦最大的几个经济体也很难有什么实质妥协空间,还几次被中国外交部打假,可以说总体进展几乎是0。所以我不看好所谓的谈判会如期成功,滞涨会减缓的说法,在这种情况下,美联储也很难大幅降息,即使面临经济衰退,没有稳定的通胀就不可能有稳步前进的经济,压制通胀任务依然是在就业优先级之上。川普在没有主要对手对他妥协的情况下,他也不可能单方面的放弃关税,这样来回打脸,反对他的依然反对,原来支持他的民调也会反噬,政治上就真的要被孤立了。所以90天后如果真的谈判未有一个明确结果而高额关税重启的话,很有可能是美联储今年下半年50基点左右小幅降息,美国面临严重滞涨的结果,且下半年的7月美股还会有一次巨幅调整且会比这一次的更大,这一次能够快速反弹的主要原因就是因为这次关税仓促实施的不确定性太高,而90天后的结果几乎是大局已定,美国与其他国家的关税中短期内不会有太大改变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/429629247221816","isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484193267954344,"gmtCreate":1759239833899,"gmtModify":1759239836128,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"照着懂王这样作,美国传统金融机构要覆灭了","listText":"照着懂王这样作,美国传统金融机构要覆灭了","text":"照着懂王这样作,美国传统金融机构要覆灭了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484193267954344","repostId":"1170901993","repostType":2,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482777752646096,"gmtCreate":1758894710523,"gmtModify":1759027201787,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"不敢自称达到l3自动驾驶,就说明实际效果还是有限,中国2026可都要上市l3自动驾驶车型了,这类车自动驾驶期间出问题,车企是开始要担责任的,和l2级别是根本区别。","listText":"不敢自称达到l3自动驾驶,就说明实际效果还是有限,中国2026可都要上市l3自动驾驶车型了,这类车自动驾驶期间出问题,车企是开始要担责任的,和l2级别是根本区别。","text":"不敢自称达到l3自动驾驶,就说明实际效果还是有限,中国2026可都要上市l3自动驾驶车型了,这类车自动驾驶期间出问题,车企是开始要担责任的,和l2级别是根本区别。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/482777752646096","repostId":"1183868337","repostType":2,"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"去美国试一试吧,中国国内车企和特斯拉差距差的大了去了,就不是一个维度的产物","text":"去美国试一试吧,中国国内车企和特斯拉差距差的大了去了,就不是一个维度的产物","html":"去美国试一试吧,中国国内车企和特斯拉差距差的大了去了,就不是一个维度的产物"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271770673963216,"gmtCreate":1707388025588,"gmtModify":1707388028327,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"阿里涉及的各个行业基本能够代表了中国的主要消费情况,如果阿里业绩不行,也只能间接说明了中国消费乏力,这并不是阿里能够掌控的,中国近几年经济增长乏力,消费能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不出意外,下周大的要来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/410818760995120","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"content":"还没来,今天就是小的","text":"还没来,今天就是小的","html":"还没来,今天就是小的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276591707684968,"gmtCreate":1708555656312,"gmtModify":1708555658359,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"标题写的很好,的确是引爆点,但不是正向引爆,“亚马逊、Meta、微软和谷歌是英伟达的最大客户,几乎占其收入的40%,因为几大科技巨头急于投资AI计算硬件。”,首先这几家主要客户已经在前几个季度购置了足够多的AI设备,相关ai业务规模就那么大,设备的更新迭代是要有一定周期的,不可能长期无限制的增长,后面的需求还有那么大吗?其次利润已经出现环比增速下滑,在AI开始变冷的25q1季报还能达到这个随着股价不断拉高的预期吗?一旦不及预期,又开始“AI证伪”超卖,这种高位砸下来谁能接得住? 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总之,现在的nv风险已经远远大于机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/276591707684968","repostId":"1162454292","repostType":2,"isVote":1,"tweetType":1,"viewCount":3001,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499899924438042","authorId":"3499899924438042","name":"小跳蚤","avatar":"https://static.tigerbbs.com/95399cc301ca9223c36b352f4e9fccb9","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3499899924438042","idStr":"3499899924438042"},"content":"那是你还不了解ai有多火,拿微软来说,一直在买gpu一直不够。等sora上线,又要面临更大的gpu短缺","text":"那是你还不了解ai有多火,拿微软来说,一直在买gpu一直不够。等sora上线,又要面临更大的gpu短缺","html":"那是你还不了解ai有多火,拿微软来说,一直在买gpu一直不够。等sora上线,又要面临更大的gpu短缺"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659388228,"gmtCreate":1679699841264,"gmtModify":1679699844503,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"德银敢在流动性紧张时期赎回肯定是有充足流动性,反而说明了其资金状况良好,这也要跌吗,纯粹是惊弓之鸟了,或者是机构恶意杀恐慌盘","listText":"德银敢在流动性紧张时期赎回肯定是有充足流动性,反而说明了其资金状况良好,这也要跌吗,纯粹是惊弓之鸟了,或者是机构恶意杀恐慌盘","text":"德银敢在流动性紧张时期赎回肯定是有充足流动性,反而说明了其资金状况良好,这也要跌吗,纯粹是惊弓之鸟了,或者是机构恶意杀恐慌盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/659388228","repostId":"1143175612","repostType":2,"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650460657,"gmtCreate":1679454822280,"gmtModify":1679454824643,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"最离谱的事情不是coco债券本身,而是瑞士政府调换了优先级顺序。将coco债券放在了股权之前,将原先设计时放在股权之后的coco债券的可转换成股权,或部分减计,乃至全部减计,直接变成了把coco债券放在了风险第一线,相当于其可转换股权选项在此次瑞信收购案中直接失效,其这部分价值也直接归零,最后直接全面减计,整体归零。这一次既是瑞信的信誉负面事件,更是瑞士政府的信誉负面事件,更可怕的是在全球开了先例,引起这一债券在全球范围内的价值重估。","listText":"最离谱的事情不是coco债券本身,而是瑞士政府调换了优先级顺序。将coco债券放在了股权之前,将原先设计时放在股权之后的coco债券的可转换成股权,或部分减计,乃至全部减计,直接变成了把coco债券放在了风险第一线,相当于其可转换股权选项在此次瑞信收购案中直接失效,其这部分价值也直接归零,最后直接全面减计,整体归零。这一次既是瑞信的信誉负面事件,更是瑞士政府的信誉负面事件,更可怕的是在全球开了先例,引起这一债券在全球范围内的价值重估。","text":"最离谱的事情不是coco债券本身,而是瑞士政府调换了优先级顺序。将coco债券放在了股权之前,将原先设计时放在股权之后的coco债券的可转换成股权,或部分减计,乃至全部减计,直接变成了把coco债券放在了风险第一线,相当于其可转换股权选项在此次瑞信收购案中直接失效,其这部分价值也直接归零,最后直接全面减计,整体归零。这一次既是瑞信的信誉负面事件,更是瑞士政府的信誉负面事件,更可怕的是在全球开了先例,引起这一债券在全球范围内的价值重估。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/650460657","repostId":"1107087720","repostType":2,"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284828628598856,"gmtCreate":1710544001353,"gmtModify":1710544004129,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"业绩乘估值才等于股价,经济周期影响的是市场估值,确实不能完全影响股价。 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/284828628598856","repostId":"2419988008","repostType":2,"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653290918,"gmtCreate":1680866518234,"gmtModify":1680866640073,"author":{"id":"3498680662745699","authorId":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3498680662745699","idStr":"3498680662745699"},"themes":[],"htmlText":"就算低于预期25基点雷打不动信吗?摇旗呐喊党真的很无脑,一点经济衰退和长期高通胀谁风险更大快回去问问你经济学老师[微笑] ","listText":"就算低于预期25基点雷打不动信吗?摇旗呐喊党真的很无脑,一点经济衰退和长期高通胀谁风险更大快回去问问你经济学老师[微笑] 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