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玩转港英美
2023-01-17
如何成为会员?
@股市咖啡屋: 美股下周展望 个股分析 FCX AAL UAL RCL F BOOT 【视频第487期】 01/13/2023
玩转港英美
2022-03-30
老美总是说要跌了要跌了,其实是涨,大a永远是快涨了快涨了,实际却有跌。
@Ivan_甘灿荣:美股可以阶段性看空但长期看涨,A股扛得住近期下跌就是买入机会
玩转港英美
2021-03-18
期待势如破竹!
玩转港英美
2020-08-30
请问农产品后期走势如何?
玩转港英美
2020-06-08
$卡隆石油(CPE)$
停牌是何原因?
去老虎APP查看更多动态
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美股指之于美国 和 房地产之于中国,本质是一致的,就是资金蓄水池。崩盘,是无法承受的痛,维持当前市值稳中有涨,以时间换空间是最优方案,所以美股指除了阶段性看空一两把以外,其余时候就是buy&hold的策略。 当然有虎友会问,那个股可长期持有吗?答案肯定是要区别对待。指数是信心的象征,它下跌意味着市场崩盘,个股跌得更多。而只要指数不大幅度下跌,局部个股及板块清零都不是问题,所以对于个股来说,指数股相对安全,非指数股则看运气。 而美股指在贬值的初中末期均有发生大幅调整的概率,而当前处于贬值中期的阶段。而贬值中期的调整发生后,美股指均是降速后的慢牛特征。也即高位震荡市。简单来说,已经很难有前两年股市的超额收益率,取而代之的是考验耐心的震荡市,股指buy&hold仍是选择,只是收益率大大下降。具体策略仍参照此前帖子给出的多空依据进行布局即可。 三、A股在美元贬值周期下的机会 俄乌冲突,迫使大量欧洲资金逃离欧洲(毕竟担心战争加剧),而资金逃离,除了部分回流美国外,另一小部分资金可能会考虑流入中国。中国的经济基本面放眼世界,并不差,真正差的是信贷环境。前两年中国为了打压房地产挤压地产泡沫,一直严控放水规模,从","text":"很久没和大家聊聊中美股指的情况,自3月加息周期开启,中美股市将进入到新状态中,通过历史美元周期下的表现总结,我们可以对中美股指未来的走势趋向有个大概的认识,从而更好地布局未来。 一、被动“加息”的强度可松可紧 很早就和大家探讨过,此次美元加息是美元贬值周期下的纠偏式紧缩,纠偏式紧缩意味着可调节,松紧程度视乎美联储侧重于哪个数据,如侧重通胀,则持续鹰;反之则能不表态尽量不表态维持现状。所以从过往的两个周期来看,加息周期过后,总是需要新一轮印钞来激活经济。 最终加息和紧缩到何种程度我们不得而知,但此后再宽松的周期就是我们期待的机会。 二、美股指贬值周期下的特征 美股指之于美国 和 房地产之于中国,本质是一致的,就是资金蓄水池。崩盘,是无法承受的痛,维持当前市值稳中有涨,以时间换空间是最优方案,所以美股指除了阶段性看空一两把以外,其余时候就是buy&hold的策略。 当然有虎友会问,那个股可长期持有吗?答案肯定是要区别对待。指数是信心的象征,它下跌意味着市场崩盘,个股跌得更多。而只要指数不大幅度下跌,局部个股及板块清零都不是问题,所以对于个股来说,指数股相对安全,非指数股则看运气。 而美股指在贬值的初中末期均有发生大幅调整的概率,而当前处于贬值中期的阶段。而贬值中期的调整发生后,美股指均是降速后的慢牛特征。也即高位震荡市。简单来说,已经很难有前两年股市的超额收益率,取而代之的是考验耐心的震荡市,股指buy&hold仍是选择,只是收益率大大下降。具体策略仍参照此前帖子给出的多空依据进行布局即可。 三、A股在美元贬值周期下的机会 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