超越小我的个人主页 - 老虎社区

超越小我

超越小我

暂无个人介绍

IP属地：湖南

1关注

1粉丝

2主题

0勋章

2024-10-16

早着咧下方那么大那么多的缺口起码要补掉两个

04-03

股票，则等标普500到5100时再说吧

2022-10-10

2600可以建仓 2400可以加仓 2200可以重仓 2000可以满仓

抱歉，原内容已删除

2022-06-30

呵呵，就没有人与老夫一样觉得现在应该是现金为王的时候么

04-02

“统计局”可以把非农数字调在99999.98 看华尔街是什么反应呵呵

03-26

不难，只买美债就一点也不难

2024-12-13

三次会议造就了今年的三个高点只害惨了信赖会议的追高的苦命人

2024-03-07

胡说八道你就自己意淫吧外资一直都在，变化不大。搞这样的标题吸人眼球而已

重大转变！全球资金正重回中国股市！

04-08

这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。

04-07

另外，请问老师，30年美债现价120 几个星期一两个月内回115与到125哪个可能性大？

04-07

甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？

04-07

嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。

04-07

请问老师:长期美债，30年的120元几周到两个月内会怎么走？

04-03

嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？

04-03

肯定不能。港股涨得多，下跌也会如此

04-03

现在，当然首先是享受美债上涨的乐趣啊。

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3550003982070902","uuid":"3550003982070902","gmtCreate":1586918614733,"gmtModify":1706620601075,"name":"超越小我","pinyin":"cyxwchaoyuexiaowo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":1,"tweetSize":45,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"湖南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":422188136563208,"gmtCreate":1744093489469,"gmtModify":1744093492088,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。","listText":"这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。","text":"这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422188136563208","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421926958658056,"gmtCreate":1744029725332,"gmtModify":1744029730964,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"另外，请问老师，30年美债现价120&nbsp; 几个星期一两个月内回115与到125哪个可能性大？","listText":"另外，请问老师，30年美债现价120&nbsp; 几个星期一两个月内回115与到125哪个可能性大？","text":"另外，请问老师，30年美债现价120 几个星期一两个月内回115与到125哪个可能性大？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421926958658056","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421860835308112,"gmtCreate":1744029553617,"gmtModify":1744031567275,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？","listText":"甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？","text":"甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421860835308112","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421919253053776,"gmtCreate":1744028413310,"gmtModify":1744028416038,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。","listText":"嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。","text":"嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421919253053776","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421906401931464,"gmtCreate":1744024767034,"gmtModify":1744024769343,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"请问老师:长期美债，30年的120元 几周到两个月内会怎么走？","listText":"请问老师:长期美债，30年的120元 几周到两个月内会怎么走？","text":"请问老师:长期美债，30年的120元 几周到两个月内会怎么走？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421906401931464","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420437643378720,"gmtCreate":1743676548217,"gmtModify":1743676550261,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？","listText":"嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？","text":"嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420437643378720","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420359956885920,"gmtCreate":1743657827543,"gmtModify":1743657829153,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"肯定不能。港股涨得多，下跌也会如此","listText":"肯定不能。港股涨得多，下跌也会如此","text":"肯定不能。港股涨得多，下跌也会如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420359956885920","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420358813589696,"gmtCreate":1743657424896,"gmtModify":1743657426439,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"股票，则等标普500到5100时再说吧","listText":"股票，则等标普500到5100时再说吧","text":"股票，则等标普500到5100时再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/420358813589696","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420358263103744,"gmtCreate":1743657306554,"gmtModify":1743657308582,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"现在，当然首先是享受美债上涨的乐趣啊。","listText":"现在，当然首先是享受美债上涨的乐趣啊。","text":"现在，当然首先是享受美债上涨的乐趣啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420358263103744","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420021319512328,"gmtCreate":1743575929728,"gmtModify":1743575931083,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"“统计局”可以把非农数字调在99999.98 看华尔街是什么反应 呵呵","listText":"“统计局”可以把非农数字调在99999.98 看华尔街是什么反应 呵呵","text":"“统计局”可以把非农数字调在99999.98 看华尔街是什么反应 呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420021319512328","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417608122257480,"gmtCreate":1742996320981,"gmtModify":1742996323572,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"不难，只买美债就一点也不难","listText":"不难，只买美债就一点也不难","text":"不难，只买美债就一点也不难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417608122257480","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416930360283720,"gmtCreate":1742797951896,"gmtModify":1742797954264,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"说得好。就等债券收益率的明确方向了——理论上特总债券降收益率的计划应该会实现（早一点晚一点的区别，这个区别有价值但是不容易把握、搞不好偷鸡不成蚀把米）老夫有充分的等待的耐心，呵呵","listText":"说得好。就等债券收益率的明确方向了——理论上特总债券降收益率的计划应该会实现（早一点晚一点的区别，这个区别有价值但是不容易把握、搞不好偷鸡不成蚀把米）老夫有充分的等待的耐心，呵呵","text":"说得好。就等债券收益率的明确方向了——理论上特总债券降收益率的计划应该会实现（早一点晚一点的区别，这个区别有价值但是不容易把握、搞不好偷鸡不成蚀把米）老夫有充分的等待的耐心，呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416930360283720","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415889181282392,"gmtCreate":1742543545533,"gmtModify":1742543548200,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"呵呵，不管什么幺蛾子，老夫认定特总不把美债利率降下来，一切功夫都白费。趁现在美债利率还在4%以上之机，现在还是尽量持有美债安心看戏为上。","listText":"呵呵，不管什么幺蛾子，老夫认定特总不把美债利率降下来，一切功夫都白费。趁现在美债利率还在4%以上之机，现在还是尽量持有美债安心看戏为上。","text":"呵呵，不管什么幺蛾子，老夫认定特总不把美债利率降下来，一切功夫都白费。趁现在美债利率还在4%以上之机，现在还是尽量持有美债安心看戏为上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415889181282392","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412324221460704,"gmtCreate":1741700192737,"gmtModify":1741700195058,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"甘老师，请谈谈现在的美债和未来其中期的可能走势","listText":"甘老师，请谈谈现在的美债和未来其中期的可能走势","text":"甘老师，请谈谈现在的美债和未来其中期的可能走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412324221460704","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410180634022376,"gmtCreate":1741151586146,"gmtModify":1741151588264,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"技术上，最小量度要跌到5410","listText":"技术上，最小量度要跌到5410","text":"技术上，最小量度要跌到5410","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410180634022376","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394622675890288,"gmtCreate":1737364083980,"gmtModify":1737364086209,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"甘老师&nbsp; 2月3月在美股调整周期吗？","listText":"甘老师&nbsp; 2月3月在美股调整周期吗？","text":"甘老师 2月3月在美股调整周期吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394622675890288","isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392140955447736,"gmtCreate":1736781001265,"gmtModify":1736781005168,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"美股反复做顶 美债反复做低 对普通投资者来说 今年最大的机会在美债","listText":"美股反复做顶 美债反复做低 对普通投资者来说 今年最大的机会在美债","text":"美股反复做顶 美债反复做低 对普通投资者来说 今年最大的机会在美债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392140955447736","isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392133164143072,"gmtCreate":1736779335032,"gmtModify":1736779337425,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"甘老师&nbsp; 你说&nbsp; 重点是会降至1&nbsp; 这个1指的是什么？是通胀率还是利息率？","listText":"甘老师&nbsp; 你说&nbsp; 重点是会降至1&nbsp; 这个1指的是什么？是通胀率还是利息率？","text":"甘老师 你说 重点是会降至1 这个1指的是什么？是通胀率还是利息率？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392133164143072","isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389981691244784,"gmtCreate":1736218077595,"gmtModify":1736218081020,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"中金公司早就说了 按4.5的美债利率，港股的合理价是18000 更何况现在4.6以上 再上去的话 美股也会挺不住","listText":"中金公司早就说了 按4.5的美债利率，港股的合理价是18000 更何况现在4.6以上 再上去的话 美股也会挺不住","text":"中金公司早就说了 按4.5的美债利率，港股的合理价是18000 更何况现在4.6以上 再上去的话 美股也会挺不住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389981691244784","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389695489773616,"gmtCreate":1736148123793,"gmtModify":1736148458755,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"请问 这次降息周期有多久 今年明年还会继续降息吗？ 为什么这几次美联储降息美债不涨反跌？以后会不会降息后，股票也不涨反跌？","listText":"请问 这次降息周期有多久 今年明年还会继续降息吗？ 为什么这几次美联储降息美债不涨反跌？以后会不会降息后，股票也不涨反跌？","text":"请问 这次降息周期有多久 今年明年还会继续降息吗？ 为什么这几次美联储降息美债不涨反跌？以后会不会降息后，股票也不涨反跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389695489773616","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":360539869565088,"gmtCreate":1729040724761,"gmtModify":1729040727254,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"早着咧 下方那么大那么多的缺口 起码要补掉两个","listText":"早着咧 下方那么大那么多的缺口 起码要补掉两个","text":"早着咧 下方那么大那么多的缺口 起码要补掉两个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/360539869565088","isVote":1,"tweetType":1,"viewCount":2200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480631242430882","authorId":"3480631242430882","name":"1自由人","avatar":"https://static.tigerbbs.com/0f77b00cdbc5d1493ead2d0c68ac37a9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3480631242430882","authorIdStr":"3480631242430882"},"content":"跌势讲补缺口，涨势缺口为支撑，涨跌影响因素太多，不可狂下结论！","text":"跌势讲补缺口，涨势缺口为支撑，涨跌影响因素太多，不可狂下结论！","html":"跌势讲补缺口，涨势缺口为支撑，涨跌影响因素太多，不可狂下结论！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420358813589696,"gmtCreate":1743657424896,"gmtModify":1743657426439,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"股票，则等标普500到5100时再说吧","listText":"股票，则等标普500到5100时再说吧","text":"股票，则等标普500到5100时再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/420358813589696","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666965738,"gmtCreate":1665379384024,"gmtModify":1665379386056,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"2600可以建仓 2400可以加仓 2200可以重仓 2000可以满仓","listText":"2600可以建仓 2400可以加仓 2200可以重仓 2000可以满仓","text":"2600可以建仓 2400可以加仓 2200可以重仓 2000可以满仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666965738","repostId":"2274370562","repostType":2,"isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681900594,"gmtCreate":1656586511722,"gmtModify":1704865320137,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"呵呵，就没有人与老夫一样觉得现在应该是现金为王的时候么","listText":"呵呵，就没有人与老夫一样觉得现在应该是现金为王的时候么","text":"呵呵，就没有人与老夫一样觉得现在应该是现金为王的时候么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/681900594","isVote":1,"tweetType":1,"viewCount":4093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420021319512328,"gmtCreate":1743575929728,"gmtModify":1743575931083,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"“统计局”可以把非农数字调在99999.98 看华尔街是什么反应 呵呵","listText":"“统计局”可以把非农数字调在99999.98 看华尔街是什么反应 呵呵","text":"“统计局”可以把非农数字调在99999.98 看华尔街是什么反应 呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420021319512328","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417608122257480,"gmtCreate":1742996320981,"gmtModify":1742996323572,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"不难，只买美债就一点也不难","listText":"不难，只买美债就一点也不难","text":"不难，只买美债就一点也不难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417608122257480","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381020739510552,"gmtCreate":1734053707981,"gmtModify":1734053710906,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"三次会议 造就了今年的三个高点 只害惨了信赖会议的 追高的苦命人","listText":"三次会议 造就了今年的三个高点 只害惨了信赖会议的 追高的苦命人","text":"三次会议 造就了今年的三个高点 只害惨了信赖会议的 追高的苦命人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381020739510552","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281588628279608,"gmtCreate":1709775687710,"gmtModify":1709775689606,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"胡说八道 你就自己意淫吧 外资一直都在，变化不大。搞这样的标题吸人眼球而已","listText":"胡说八道 你就自己意淫吧 外资一直都在，变化不大。搞这样的标题吸人眼球而已","text":"胡说八道 你就自己意淫吧 外资一直都在，变化不大。搞这样的标题吸人眼球而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281588628279608","repostId":"1179071694","repostType":2,"repost":{"id":"1179071694","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1709703300,"share":"https://www.laohu8.com/m/news/1179071694?lang=&edition=full","pubTime":"2024-03-06 13:35","market":"hk","language":"zh","title":"重大转变！全球资金正重回中国股市！","url":"https://stock-news.laohu8.com/highlight/detail?id=1179071694","media":"券商中国","summary":"摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。外资巨头最新发声当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。重大转变中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。","content":"<html><head></head><body><p>外资巨头最新发声。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\"><strong>按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张。</p><p><strong>外资巨头最新发声</strong></p><p style=\"text-align: justify;\">当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中表示，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\">摩根士丹利策略师Gilbert Wong和Laura Wang等在3月4日关于多头基金头寸的报告中写道，今年2月底，中国股市的资金外流情况已经放缓，区域主动型基金已经开始增持成长型和科技股。</p><p style=\"text-align: justify;\">摩根士丹利援引全球资金流向监测平台EPFR的数据称，A股和港股2月净流出22亿美元（其中95%可归因于投资者赎回），相比之下，今年1月份的净流出额为26亿美元。</p><p style=\"text-align: justify;\">该报告出炉之际，北向资金正在持续净流入A股。3月5日，北向资金全天净买入15.53亿元，其中沪股通净买入4.47亿元，深股通净买入11.06亿元。</p><p style=\"text-align: justify;\">据Wind数据显示，今年2月，A股已经结束了外资此前连续6个月净流出的局面，北向资金2月累计加仓A股市场高达607.44亿元，创13个月新高，北向资金当月对A股净买入量已超2023年全年。</p><p style=\"text-align: justify;\">对此，摩根士丹利分析称，外资流向的转变可能并不完全是由“国家队”介入所推动的。这可能有助于缓解对中国股市反弹可持续性的一些担忧。</p><p style=\"text-align: justify;\">值得一提的是，今年2月北向资金出现了重大变化。在北向资金净流入的前十席位中，被视为“神秘力量”的中银国际证券(香港)净流入金额连续收窄。取而代之的是，香港上海汇丰银行、摩根大通金融（香港）等具备外资背景的机构席位，频频现身北向资金净流入的前十席位。</p><p style=\"text-align: justify;\">摩根士丹利的策略师们还表示，亚洲（除日本外）基金以及在美欧注册的新兴市场基金，已在2月份放缓了对中国股票的减持。</p><p><strong>重大转变</strong></p><p style=\"text-align: justify;\">中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。</p><p style=\"text-align: justify;\">近期，部分基金以估值过高和其他地方的风险回报更好为由，已开始减少在印度股市的持仓。同时，日本证交所数据显示，外资于2月中旬首次净流出日本股市，结束了此前连续数周的强劲买盘。</p><p style=\"text-align: justify;\">摩根士丹利分析称，这些转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</p><p style=\"text-align: justify;\">另外，摩根士丹利在上周发布的报告称，A股和港股的资金外流压力基本结束。</p><p style=\"text-align: justify;\">该投行表示，自今年1月底以来，中国政府出台的稳定市场措施已经对市场情绪产生了积极影响，但短期内，资金的大量流入可能还是会受到一定限制。</p><p style=\"text-align: justify;\">摩根士丹利称，监管政策立场变化、对私营部门提供支持、房地产市场企稳、物价指数回暖等因素，都在助推A股市场复苏，并吸引资金流入。未来，中国经济和股市会否持续回暖，在于宏观经济政策会否带动物价稳定，促进消费。</p><p style=\"text-align: justify;\">对于外资而言，吸引他们重返A股市场的另一个考量因素或许是，当前A股的低估值，且他们大多低配，这意味着，未来有一定上调空间。</p><p style=\"text-align: justify;\">BCA Research首席新兴市场策略师布达吉安（Arthur Budaghyan）称：“我们（对A股）已到达超卖状态，因此我预计A股市场从当前水平还有更多战术上行空间。”</p><p style=\"text-align: justify;\">East Capital Asset Management合伙人赫恩（Karine Hirn）也表示，许多投资者低配中国，他们需要尽快重新考虑仓位部署。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。截至2023年12月底，该数据为5.5%，是过去10年来最低水平。</p><p><strong>积极信号</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。</p><p style=\"text-align: justify;\">3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张，中国2月财新综合PMI为52.5，与上月持平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d4136965534b27873cc5276fc76dd4\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"748\"/></p><p style=\"text-align: justify;\">其中，服务业供求继续扩张，扩张幅度基本维持前月水平。市场环境进一步向好，供给和需求维持扩张势头。2月，服务业经营活动指数和新订单指数双双连续第14个月高于荣枯线。</p><p style=\"text-align: justify;\">值得一提的是，服务业出口继续增加，新出口订单指数不仅连续第六个月位于扩张区间，还创出去年7月份以来的新高。</p><p style=\"text-align: justify;\">另外，此前公布的财新制造业PMI数据显示，中国2月财新制造业PMI为50.9，较上月微升0.1个百分点，2021年下半年以来首次连续四个月高于荣枯线，表明制造业景气度持续提升。</p><p style=\"text-align: justify;\">主要受服务业景气度微降的影响，2月财新中国综合PMI维持在52.5，与2023年6月同为近八个月来次高，显示中国企业活动总量连续第四个月保持增长，这是2021年下半年以来的首次。</p><p style=\"text-align: justify;\">国家统计局近期公布的数据也显示，2月官方非制造业PMI为51.4%，比上月上升0.7个百分点，表明非制造业扩张步伐继续加快；2月份，综合PMI产出指数为50.9%，与上月持平，高于临界点，表明我国企业生产经营活动总体继续扩张。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重大转变！全球资金正重回中国股市！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重大转变！全球资金正重回中国股市！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-03-06 13:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>外资巨头最新发声。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\"><strong>按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张。</p><p><strong>外资巨头最新发声</strong></p><p style=\"text-align: justify;\">当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中表示，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\">摩根士丹利策略师Gilbert Wong和Laura Wang等在3月4日关于多头基金头寸的报告中写道，今年2月底，中国股市的资金外流情况已经放缓，区域主动型基金已经开始增持成长型和科技股。</p><p style=\"text-align: justify;\">摩根士丹利援引全球资金流向监测平台EPFR的数据称，A股和港股2月净流出22亿美元（其中95%可归因于投资者赎回），相比之下，今年1月份的净流出额为26亿美元。</p><p style=\"text-align: justify;\">该报告出炉之际，北向资金正在持续净流入A股。3月5日，北向资金全天净买入15.53亿元，其中沪股通净买入4.47亿元，深股通净买入11.06亿元。</p><p style=\"text-align: justify;\">据Wind数据显示，今年2月，A股已经结束了外资此前连续6个月净流出的局面，北向资金2月累计加仓A股市场高达607.44亿元，创13个月新高，北向资金当月对A股净买入量已超2023年全年。</p><p style=\"text-align: justify;\">对此，摩根士丹利分析称，外资流向的转变可能并不完全是由“国家队”介入所推动的。这可能有助于缓解对中国股市反弹可持续性的一些担忧。</p><p style=\"text-align: justify;\">值得一提的是，今年2月北向资金出现了重大变化。在北向资金净流入的前十席位中，被视为“神秘力量”的中银国际证券(香港)净流入金额连续收窄。取而代之的是，香港上海汇丰银行、摩根大通金融（香港）等具备外资背景的机构席位，频频现身北向资金净流入的前十席位。</p><p style=\"text-align: justify;\">摩根士丹利的策略师们还表示，亚洲（除日本外）基金以及在美欧注册的新兴市场基金，已在2月份放缓了对中国股票的减持。</p><p><strong>重大转变</strong></p><p style=\"text-align: justify;\">中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。</p><p style=\"text-align: justify;\">近期，部分基金以估值过高和其他地方的风险回报更好为由，已开始减少在印度股市的持仓。同时，日本证交所数据显示，外资于2月中旬首次净流出日本股市，结束了此前连续数周的强劲买盘。</p><p style=\"text-align: justify;\">摩根士丹利分析称，这些转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</p><p style=\"text-align: justify;\">另外，摩根士丹利在上周发布的报告称，A股和港股的资金外流压力基本结束。</p><p style=\"text-align: justify;\">该投行表示，自今年1月底以来，中国政府出台的稳定市场措施已经对市场情绪产生了积极影响，但短期内，资金的大量流入可能还是会受到一定限制。</p><p style=\"text-align: justify;\">摩根士丹利称，监管政策立场变化、对私营部门提供支持、房地产市场企稳、物价指数回暖等因素，都在助推A股市场复苏，并吸引资金流入。未来，中国经济和股市会否持续回暖，在于宏观经济政策会否带动物价稳定，促进消费。</p><p style=\"text-align: justify;\">对于外资而言，吸引他们重返A股市场的另一个考量因素或许是，当前A股的低估值，且他们大多低配，这意味着，未来有一定上调空间。</p><p style=\"text-align: justify;\">BCA Research首席新兴市场策略师布达吉安（Arthur Budaghyan）称：“我们（对A股）已到达超卖状态，因此我预计A股市场从当前水平还有更多战术上行空间。”</p><p style=\"text-align: justify;\">East Capital Asset Management合伙人赫恩（Karine Hirn）也表示，许多投资者低配中国，他们需要尽快重新考虑仓位部署。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。截至2023年12月底，该数据为5.5%，是过去10年来最低水平。</p><p><strong>积极信号</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。</p><p style=\"text-align: justify;\">3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张，中国2月财新综合PMI为52.5，与上月持平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d4136965534b27873cc5276fc76dd4\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"748\"/></p><p style=\"text-align: justify;\">其中，服务业供求继续扩张，扩张幅度基本维持前月水平。市场环境进一步向好，供给和需求维持扩张势头。2月，服务业经营活动指数和新订单指数双双连续第14个月高于荣枯线。</p><p style=\"text-align: justify;\">值得一提的是，服务业出口继续增加，新出口订单指数不仅连续第六个月位于扩张区间，还创出去年7月份以来的新高。</p><p style=\"text-align: justify;\">另外，此前公布的财新制造业PMI数据显示，中国2月财新制造业PMI为50.9，较上月微升0.1个百分点，2021年下半年以来首次连续四个月高于荣枯线，表明制造业景气度持续提升。</p><p style=\"text-align: justify;\">主要受服务业景气度微降的影响，2月财新中国综合PMI维持在52.5，与2023年6月同为近八个月来次高，显示中国企业活动总量连续第四个月保持增长，这是2021年下半年以来的首次。</p><p style=\"text-align: justify;\">国家统计局近期公布的数据也显示，2月官方非制造业PMI为51.4%，比上月上升0.7个百分点，表明非制造业扩张步伐继续加快；2月份，综合PMI产出指数为50.9%，与上月持平，高于临界点，表明我国企业生产经营活动总体继续扩张。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a1def4966682a608e8644911a458d7f","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179071694","content_text":"外资巨头最新发声。摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张。外资巨头最新发声当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。摩根士丹利在最新发布的报告中表示，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。摩根士丹利策略师Gilbert Wong和Laura Wang等在3月4日关于多头基金头寸的报告中写道，今年2月底，中国股市的资金外流情况已经放缓，区域主动型基金已经开始增持成长型和科技股。摩根士丹利援引全球资金流向监测平台EPFR的数据称，A股和港股2月净流出22亿美元（其中95%可归因于投资者赎回），相比之下，今年1月份的净流出额为26亿美元。该报告出炉之际，北向资金正在持续净流入A股。3月5日，北向资金全天净买入15.53亿元，其中沪股通净买入4.47亿元，深股通净买入11.06亿元。据Wind数据显示，今年2月，A股已经结束了外资此前连续6个月净流出的局面，北向资金2月累计加仓A股市场高达607.44亿元，创13个月新高，北向资金当月对A股净买入量已超2023年全年。对此，摩根士丹利分析称，外资流向的转变可能并不完全是由“国家队”介入所推动的。这可能有助于缓解对中国股市反弹可持续性的一些担忧。值得一提的是，今年2月北向资金出现了重大变化。在北向资金净流入的前十席位中，被视为“神秘力量”的中银国际证券(香港)净流入金额连续收窄。取而代之的是，香港上海汇丰银行、摩根大通金融（香港）等具备外资背景的机构席位，频频现身北向资金净流入的前十席位。摩根士丹利的策略师们还表示，亚洲（除日本外）基金以及在美欧注册的新兴市场基金，已在2月份放缓了对中国股票的减持。重大转变中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。近期，部分基金以估值过高和其他地方的风险回报更好为由，已开始减少在印度股市的持仓。同时，日本证交所数据显示，外资于2月中旬首次净流出日本股市，结束了此前连续数周的强劲买盘。摩根士丹利分析称，这些转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。另外，摩根士丹利在上周发布的报告称，A股和港股的资金外流压力基本结束。该投行表示，自今年1月底以来，中国政府出台的稳定市场措施已经对市场情绪产生了积极影响，但短期内，资金的大量流入可能还是会受到一定限制。摩根士丹利称，监管政策立场变化、对私营部门提供支持、房地产市场企稳、物价指数回暖等因素，都在助推A股市场复苏，并吸引资金流入。未来，中国经济和股市会否持续回暖，在于宏观经济政策会否带动物价稳定，促进消费。对于外资而言，吸引他们重返A股市场的另一个考量因素或许是，当前A股的低估值，且他们大多低配，这意味着，未来有一定上调空间。BCA Research首席新兴市场策略师布达吉安（Arthur Budaghyan）称：“我们（对A股）已到达超卖状态，因此我预计A股市场从当前水平还有更多战术上行空间。”East Capital Asset Management合伙人赫恩（Karine Hirn）也表示，许多投资者低配中国，他们需要尽快重新考虑仓位部署。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。截至2023年12月底，该数据为5.5%，是过去10年来最低水平。积极信号与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张，中国2月财新综合PMI为52.5，与上月持平。其中，服务业供求继续扩张，扩张幅度基本维持前月水平。市场环境进一步向好，供给和需求维持扩张势头。2月，服务业经营活动指数和新订单指数双双连续第14个月高于荣枯线。值得一提的是，服务业出口继续增加，新出口订单指数不仅连续第六个月位于扩张区间，还创出去年7月份以来的新高。另外，此前公布的财新制造业PMI数据显示，中国2月财新制造业PMI为50.9，较上月微升0.1个百分点，2021年下半年以来首次连续四个月高于荣枯线，表明制造业景气度持续提升。主要受服务业景气度微降的影响，2月财新中国综合PMI维持在52.5，与2023年6月同为近八个月来次高，显示中国企业活动总量连续第四个月保持增长，这是2021年下半年以来的首次。国家统计局近期公布的数据也显示，2月官方非制造业PMI为51.4%，比上月上升0.7个百分点，表明非制造业扩张步伐继续加快；2月份，综合PMI产出指数为50.9%，与上月持平，高于临界点，表明我国企业生产经营活动总体继续扩张。","news_type":1,"symbols_score_info":{"399001":1.1,"399006":1.1,"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422188136563208,"gmtCreate":1744093489469,"gmtModify":1744093492088,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。","listText":"这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。","text":"这还有疑问？A股月线岛型反转，加上那么大的跳空缺口，回到2800以下不少难事——对应港股18000左右。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422188136563208","isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421926958658056,"gmtCreate":1744029725332,"gmtModify":1744029730964,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"另外，请问老师，30年美债现价120&nbsp; 几个星期一两个月内回115与到125哪个可能性大？","listText":"另外，请问老师，30年美债现价120&nbsp; 几个星期一两个月内回115与到125哪个可能性大？","text":"另外，请问老师，30年美债现价120 几个星期一两个月内回115与到125哪个可能性大？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421926958658056","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421860835308112,"gmtCreate":1744029553617,"gmtModify":1744031567275,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？","listText":"甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？","text":"甘老师好。美元兑人民币月线走成了上涨三角形。请问，会升破水平线到8以上吗？还是到7.39附近回落？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421860835308112","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421919253053776,"gmtCreate":1744028413310,"gmtModify":1744028416038,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。","listText":"嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。","text":"嗯，上次纳斯达克16000跌到10000._37%有余。特总不改口的话，很可能_37%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421919253053776","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421906401931464,"gmtCreate":1744024767034,"gmtModify":1744024769343,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"请问老师:长期美债，30年的120元 几周到两个月内会怎么走？","listText":"请问老师:长期美债，30年的120元 几周到两个月内会怎么走？","text":"请问老师:长期美债，30年的120元 几周到两个月内会怎么走？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421906401931464","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420437643378720,"gmtCreate":1743676548217,"gmtModify":1743676550261,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？","listText":"嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？","text":"嘿嘿，有没有与老夫一样，几个月一直钟情美债基金的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420437643378720","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420359956885920,"gmtCreate":1743657827543,"gmtModify":1743657829153,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"肯定不能。港股涨得多，下跌也会如此","listText":"肯定不能。港股涨得多，下跌也会如此","text":"肯定不能。港股涨得多，下跌也会如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420359956885920","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420358263103744,"gmtCreate":1743657306554,"gmtModify":1743657308582,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"现在，当然首先是享受美债上涨的乐趣啊。","listText":"现在，当然首先是享受美债上涨的乐趣啊。","text":"现在，当然首先是享受美债上涨的乐趣啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420358263103744","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}