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2022-03-31

$Desktop Metal Inc.(DM)$希望还能再回到3.8上次买少了，这次多买点

2020-10-15

$西方石油(OXY)$4个月左右到28

2021-11-28

$Desktop Metal Inc.(DM)$如果这股票能到1元那是在座各位的福分

2020-11-17

$梅西百货(M)$会回去的我错在心急被消息迷惑了

2020-11-03

$Yalla Group(YALA)$这个线 🌝🌝我说跌

2021-11-13

$Desktop Metal Inc.(DM)$等财报出来再加仓这次我要赚个100万

2020-10-31

$Fastly, Inc.(FSLY)$哈哈，不懂趋势操作就和人家ark买。。。。只能当韭菜

2021-09-29

$Desktop Metal Inc.(DM)$机会快来了

2020-11-20

$Dave & Buster(PLAY)$有没有股市高手。来个线下聚会?深圳的

2020-11-06

$Jumia Technologies AG(JMIA)$90％概率向上走赌一把？

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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a><v-v data-views=\"0\"></v-v>空空空非常差","text":"$谷歌(GOOG)$ 空空空非常差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201736846204968","isVote":1,"tweetType":1,"viewCount":2796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201764919599160,"gmtCreate":1690266367162,"gmtModify":1690266368086,"author":{"id":"3560312943951686","authorId":"3560312943951686","name":"chirsj","avatar":"https://static.tigerbbs.com/78695435fff9536bbc2367a87cd732b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560312943951686","authorIdStr":"3560312943951686"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$ &nbsp;</a>回光返照啦，哈哈","listText":"<a href=\"https://laohu8.com/S/HSCEI\">$国企指数(HSCEI)$ &nbsp;</a>回光返照啦，哈哈","text":"$国企指数(HSCEI)$ 回光返照啦，哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201764919599160","isVote":1,"tweetType":1,"viewCount":4563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199618636509200,"gmtCreate":1689776568254,"gmtModify":1689776570177,"author":{"id":"3560312943951686","authorId":"3560312943951686","name":"chirsj","avatar":"https://static.tigerbbs.com/78695435fff9536bbc2367a87cd732b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560312943951686","authorIdStr":"3560312943951686"},"themes":[],"htmlText":"哈哈&nbsp; 魔怔人加息等于没加，希望你孩子身体健康，或者说你的脑子能够恢复正常，不用天天混混呃呃呃呃呃呃呃呃的，没钱我可以指导你两下。","listText":"哈哈&nbsp; 魔怔人加息等于没加，希望你孩子身体健康，或者说你的脑子能够恢复正常，不用天天混混呃呃呃呃呃呃呃呃的，没钱我可以指导你两下。","text":"哈哈 魔怔人加息等于没加，希望你孩子身体健康，或者说你的脑子能够恢复正常，不用天天混混呃呃呃呃呃呃呃呃的，没钱我可以指导你两下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199618636509200","repostId":"1143362679","repostType":2,"repost":{"id":"1143362679","kind":"news","pubTimestamp":1689775478,"share":"https://www.laohu8.com/m/news/1143362679?lang=zh_CN&edition=full","pubTime":"2023-07-19 22:04","market":"us","language":"zh","title":"科技股领涨风险资产，散户大军卷土重来，什么信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1143362679","media":"华尔街见闻","summary":"狂欢可能不会持续太久。","content":"<html><head></head><body><p>作者：常嘉帅</p><p style=\"text-align: justify;\">美股二季度财报季紧随着疲软的经济数据如期揭幕。对火热的股市而言，美联储的鹰声如耳旁风。</p><p style=\"text-align: justify;\">事实上，仔细观察今日的美股，不难发现，美联储加息基本算是白加，2022年的熊市已经远去，市场已重回2021年的狂热。</p><p style=\"text-align: justify;\">主要信号有两个：1）狂欢式上涨的科技股；2）卷土重来的散户大军。这一切如2021年重现，但当时随之而来的是惨烈的大跌。</p><h2 id=\"id_1207524829\" style=\"text-align: start;\">科技股狂欢式上涨</h2><p style=\"text-align: justify;\">从大盘来看，美联储500个基点的加息只加了个寂寞。</p><p style=\"text-align: justify;\">16个月前，美联储开启本轮加息周期时，标普大盘收于4358点，本周二，标普大盘收于4555点，比加息开始的时候还要猛。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fb61456741fca8123cf2687d0d8634d\" tg-width=\"640\" tg-height=\"315\"/></p><p style=\"text-align: center;\">美股大盘已经超过了加息前的位置</p><p style=\"text-align: justify;\">带动指数上升的，主要是今年狂欢式上涨的大型科技股。</p><p style=\"text-align: justify;\">由苹果、微软、谷歌、亚马逊、英伟达、特斯拉和Meta组成的“七姐妹”（Magnificent Seven），今年迄今总市值飙升60%，达到令人瞠目的近11万亿美元，大约相当于世界第四大经济体德国GDP的三倍。七姐妹目前占到标普500总市值的28%，高于年初的20%。</p><p style=\"text-align: justify;\">追踪标普指数的资金大约有15万亿美元，也就是说，如果这七家公司里有一两家出现问题，就会给市场带来巨震。</p><p style=\"text-align: justify;\">不过，有市场参与者认为，类似的窄幅领涨行情此前也出现过，并且持续时间更长，今年的大涨也可被视为2022年大跌的逆转，而非崩盘的预兆。</p><p style=\"text-align: justify;\">BI资深分析师Gillian Wolff此前对彭博新闻表示，七姐妹领涨大盘的情况并不可怕：</p><blockquote>“与互联网泡沫时期不同，这些公司中大部分盈利前景都很强劲。不过，未来几周的财报可能会起到决定性作用。”</blockquote><h2 id=\"id_154864828\" style=\"text-align: start;\">散户大军卷土重来</h2><p style=\"text-align: justify;\">Vanda Research的最新散户资金流数据显示：美股散户正在争先恐后杀入市场，主要通过美国科技股、电动汽车、债券和广泛的股票ETF继续追涨。</p><p style=\"text-align: justify;\">Vanda Research预计，整个财报季，散户的净买入量都会维持在高位。该机构指出，散户通常倾向于“逆向投资”，即“追涨杀跌”，如果股市保持上行趋势，未来预计还会有大量散户资金涌入。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9395c56ed6cf53ad391fa14598c6f150\" tg-width=\"500\" tg-height=\"300\"/></p><p style=\"text-align: justify;\">该机构称，<strong>自2020年美股散户人数大幅攀升以来，”散户交易者从未在财报季&#39;正式&#39;开始前如此积极地买入股票&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a2966d3db4dbbc9ecb223f77d42dc86\" tg-width=\"500\" tg-height=\"300\"/></p><p style=\"text-align: justify;\">美银基金经理调查报告也显示：尽管机构投资者倾向于低配股票，但根据 AAII（美国个人投资者协会）的数据，<strong>美国散户对股市的看涨情绪，已达到2021年以来的最高水平。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef2c1d8b259e0094f1ad8cba41aa025b\" tg-width=\"500\" tg-height=\"254\"/></p><p style=\"text-align: justify;\">散户买买买正在推动美国民众喜闻乐见的meme股暴涨。</p><p style=\"text-align: justify;\">今年迄今，MEME ETF累计上涨61%，明星meme股中，不乏一些涨幅吊打英伟达的超级赢家：比特币矿商Riot Platforms累涨439%，AI借贷平台Upstart Holdings累涨308%，Coinbase累涨196%，电动汽车股Carvana累涨了740%。</p><p style=\"text-align: justify;\">此外，比特币今年的涨幅也高达80%。</p><p style=\"text-align: justify;\">一切情绪指数都指向积极的方向：</p><p style=\"text-align: justify;\">牛熊价差，即认为股市将走高的投资者与预期股市将下跌的投资者之间的差额，已连续六周为正值。这是自2021年11月以来牛熊价差为正值的最长一段时期。</p><p style=\"text-align: justify;\"><strong>美国人对整体经济也越来越有信心</strong>。根据密歇根大学的调查，7月份的消费者信心指数从上个月的64.4跃升至72.6。这是自2021年9月以来的最高值，也是自2005年以来的最大增幅。</p><p style=\"text-align: justify;\"><strong>投资者的恐慌已经基本消退</strong>。Cboe波动率指数（VIX）目前位于13点附近，该指数低于20即意味着市场对保险的需求很低。芝加哥期权交易所数据显示，看跌期权与看涨期权的比率，已降至2022年1月以来的最低水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/689f29ed3b62715f92c8bef13fcbafe2\" tg-width=\"640\" tg-height=\"361\"/></p><p style=\"text-align: justify;\">Aptus Capital Advisors投资组合经理David Wagner对华尔街日报表示，自美联储3月份救助银行系统以来，投资者的担忧少了很多。他认为，<strong>目前唯一能阻止这波涨势的，就是大的风险重新摆上桌面</strong>。</p><p style=\"text-align: justify;\">不过，看空美股的市场参与者则相信，一场全面崩盘的完美风暴正在酝酿之中。</p><p style=\"text-align: justify;\">2021 年末，散户投资者同样争先恐后地大举买入，但之后就遭遇了惨烈的熊市：<strong>年初散户蜂拥入市的时候，VIX指数和看跌期权与看涨期权比率同样处于低位；但到2022年1月初，三大股指均已见顶，标普500在一年里累计下跌了19%。</strong></p><p style=\"text-align: justify;\">PNC资管集团CIO Amanda Agati对华尔街日报表示：</p><blockquote>“FOMO（害怕错过）情绪变得如此之大，以至于散户投资者在最后时刻蜂拥而入，这是最后的狂欢，正好赶上市场从峰顶滑落。”</blockquote><p style=\"text-align: justify;\">令人担忧的不仅仅是市场的繁荣。借贷成本上升有可能导致经济放缓，扼杀企业信贷，使公司和家庭更难获得贷款。</p><p style=\"text-align: justify;\">在过去一年左右的时间里，汽车贷款和抵押贷款的利率飙升了约3个百分点。美联储数据显示，信用卡的利息已经从 16% 上升到了 22%。</p><p style=\"text-align: justify;\">虽然通胀有所缓解，6月CPI同比回落至3%，但仍高于美联储2%的目标。美联储担忧，美国人会习惯于高通胀，因此在经济放缓之际仍然不断发出鹰声警告，一旦紧缩的政策持续下去，股市的狂欢不会持续太久。</p></body></html>","source":"live_wallstreetcn","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>科技股领涨风险资产，散户大军卷土重来，什么信号？</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科技股领涨风险资产，散户大军卷土重来，什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-19 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3693631><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：常嘉帅美股二季度财报季紧随着疲软的经济数据如期揭幕。对火热的股市而言，美联储的鹰声如耳旁风。事实上，仔细观察今日的美股，不难发现，美联储加息基本算是白加，2022年的熊市已经远去，市场已重回2021年的狂热。主要信号有两个：1）狂欢式上涨的科技股；2）卷土重来的散户大军。这一切如2021年重现，但当时随之而来的是惨烈的大跌。科技股狂欢式上涨从大盘来看，美联储500个基点的加息只加了个寂寞。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693631\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02ad453d1404f80bdd57419bc97bfad5","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3693631","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143362679","content_text":"作者：常嘉帅美股二季度财报季紧随着疲软的经济数据如期揭幕。对火热的股市而言，美联储的鹰声如耳旁风。事实上，仔细观察今日的美股，不难发现，美联储加息基本算是白加，2022年的熊市已经远去，市场已重回2021年的狂热。主要信号有两个：1）狂欢式上涨的科技股；2）卷土重来的散户大军。这一切如2021年重现，但当时随之而来的是惨烈的大跌。科技股狂欢式上涨从大盘来看，美联储500个基点的加息只加了个寂寞。16个月前，美联储开启本轮加息周期时，标普大盘收于4358点，本周二，标普大盘收于4555点，比加息开始的时候还要猛。美股大盘已经超过了加息前的位置带动指数上升的，主要是今年狂欢式上涨的大型科技股。由苹果、微软、谷歌、亚马逊、英伟达、特斯拉和Meta组成的“七姐妹”（Magnificent Seven），今年迄今总市值飙升60%，达到令人瞠目的近11万亿美元，大约相当于世界第四大经济体德国GDP的三倍。七姐妹目前占到标普500总市值的28%，高于年初的20%。追踪标普指数的资金大约有15万亿美元，也就是说，如果这七家公司里有一两家出现问题，就会给市场带来巨震。不过，有市场参与者认为，类似的窄幅领涨行情此前也出现过，并且持续时间更长，今年的大涨也可被视为2022年大跌的逆转，而非崩盘的预兆。BI资深分析师Gillian Wolff此前对彭博新闻表示，七姐妹领涨大盘的情况并不可怕：“与互联网泡沫时期不同，这些公司中大部分盈利前景都很强劲。不过，未来几周的财报可能会起到决定性作用。”散户大军卷土重来Vanda Research的最新散户资金流数据显示：美股散户正在争先恐后杀入市场，主要通过美国科技股、电动汽车、债券和广泛的股票ETF继续追涨。Vanda Research预计，整个财报季，散户的净买入量都会维持在高位。该机构指出，散户通常倾向于“逆向投资”，即“追涨杀跌”，如果股市保持上行趋势，未来预计还会有大量散户资金涌入。该机构称，自2020年美股散户人数大幅攀升以来，”散户交易者从未在财报季'正式'开始前如此积极地买入股票\"。美银基金经理调查报告也显示：尽管机构投资者倾向于低配股票，但根据 AAII（美国个人投资者协会）的数据，美国散户对股市的看涨情绪，已达到2021年以来的最高水平。散户买买买正在推动美国民众喜闻乐见的meme股暴涨。今年迄今，MEME ETF累计上涨61%，明星meme股中，不乏一些涨幅吊打英伟达的超级赢家：比特币矿商Riot Platforms累涨439%，AI借贷平台Upstart Holdings累涨308%，Coinbase累涨196%，电动汽车股Carvana累涨了740%。此外，比特币今年的涨幅也高达80%。一切情绪指数都指向积极的方向：牛熊价差，即认为股市将走高的投资者与预期股市将下跌的投资者之间的差额，已连续六周为正值。这是自2021年11月以来牛熊价差为正值的最长一段时期。美国人对整体经济也越来越有信心。根据密歇根大学的调查，7月份的消费者信心指数从上个月的64.4跃升至72.6。这是自2021年9月以来的最高值，也是自2005年以来的最大增幅。投资者的恐慌已经基本消退。Cboe波动率指数（VIX）目前位于13点附近，该指数低于20即意味着市场对保险的需求很低。芝加哥期权交易所数据显示，看跌期权与看涨期权的比率，已降至2022年1月以来的最低水平。Aptus Capital Advisors投资组合经理David Wagner对华尔街日报表示，自美联储3月份救助银行系统以来，投资者的担忧少了很多。他认为，目前唯一能阻止这波涨势的，就是大的风险重新摆上桌面。不过，看空美股的市场参与者则相信，一场全面崩盘的完美风暴正在酝酿之中。2021 年末，散户投资者同样争先恐后地大举买入，但之后就遭遇了惨烈的熊市：年初散户蜂拥入市的时候，VIX指数和看跌期权与看涨期权比率同样处于低位；但到2022年1月初，三大股指均已见顶，标普500在一年里累计下跌了19%。PNC资管集团CIO Amanda Agati对华尔街日报表示：“FOMO（害怕错过）情绪变得如此之大，以至于散户投资者在最后时刻蜂拥而入，这是最后的狂欢，正好赶上市场从峰顶滑落。”令人担忧的不仅仅是市场的繁荣。借贷成本上升有可能导致经济放缓，扼杀企业信贷，使公司和家庭更难获得贷款。在过去一年左右的时间里，汽车贷款和抵押贷款的利率飙升了约3个百分点。美联储数据显示，信用卡的利息已经从 16% 上升到了 22%。虽然通胀有所缓解，6月CPI同比回落至3%，但仍高于美联储2%的目标。美联储担忧，美国人会习惯于高通胀，因此在经济放缓之际仍然不断发出鹰声警告，一旦紧缩的政策持续下去，股市的狂欢不会持续太久。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191562258051200,"gmtCreate":1687775566311,"gmtModify":1687775567606,"author":{"id":"3560312943951686","authorId":"3560312943951686","name":"chirsj","avatar":"https://static.tigerbbs.com/78695435fff9536bbc2367a87cd732b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560312943951686","authorIdStr":"3560312943951686"},"themes":[],"htmlText":"看到这些人开始唱多&nbsp; 就是该卖了","listText":"看到这些人开始唱多&nbsp; 就是该卖了","text":"看到这些人开始唱多 就是该卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191562258051200","repostId":"1118810751","repostType":2,"repost":{"id":"1118810751","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1687765049,"share":"https://www.laohu8.com/m/news/1118810751?lang=zh_CN&edition=full","pubTime":"2023-06-26 15:37","market":"us","language":"zh","title":"热点观察 | 好兆头！上半年股市的狂飙，都是下半年惊喜的铺垫","url":"https://stock-news.laohu8.com/highlight/detail?id=1118810751","media":"老虎资讯综合","summary":"以史为鉴，若标普500指数上半年涨超10%，下半年大概率会上涨！2023年上半年，纳指、标普500指数迈入“技术性牛市”，愿下半年同样惊喜不断！上半年，美国股市的大多数涨幅都是由周期性成长股推动的，尤其是以大型科技股为代表。上周股市下跌之前，散户纷纷拥抱股市。高盛追踪股市情绪的指数本月升至2021年4月以来的最高水平。文末，祝美股在2023年上半年所有的努力，都是在为下半年的惊喜作铺垫！","content":"<html><head></head><body><blockquote><strong>以史为鉴，若标普500指数上半年涨超10%，下半年大概率会上涨！2023年上半年，纳指、标普500指数迈入“技术性牛市”，愿下半年同样惊喜不断！</strong></blockquote><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ffaace78b8eff9d39547357c418468f\" title=\"\" tg-width=\"750\" tg-height=\"1576\"/></p><p>2023年的上半年度精彩纷呈，全球投资市场机会与风险并存——ChatGPT爆火，英伟达市值破万亿、欧美银行业危机、美国债务上限......回顾上半年美股的表现，整体呈现向上的趋势，纳指、标普500指数也纷纷迈入“技术性牛市”。</p><p>上半年，美国股市的大多数涨幅都是由周期性成长股推动的，尤其是以大型科技股为代表。从逻辑上来看，本轮科技股走强背后的原因是比较清晰的——AI热潮激发的人气促使投资者纷纷涌入谷歌和英伟达等市值巨大的科技股。</p><p><strong>同时，美股滚雪球般的上涨，越来越多的投资者纷纷涌入股市。</strong></p><p>上周股市下跌之前，散户纷纷拥抱股市。根据摩根大通编制的交易所公开数据，截至上周二的一周内，<strong>散户买入了44亿美元的股票，高出12个月平均值两个标准差。</strong>高盛追踪股市情绪的指数本月升至2021年4月以来的最高水平。</p><p>美国银行策略师Michael Hartnett称，受益于市场情绪高涨，科技股在前两个月吸引了190亿美元资金流入。</p><p><strong>不过，华尔街对美股前景的观点分歧也正在加剧</strong></p><p>华尔街知名空头、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>策略师Michael Wilson坚持其看空美股大盘的观点，并在近期的报告中进一步强调企业盈利衰退将持续的观点。去年以来华尔街预测最准确的分析师、美银策略分析师Michael Hartnett也坚持看空美股。他认为，美股上涨的逻辑站不住，最近“对第一季度经济衰退的恐惧”正在转变为“对第二季度金发姑娘的贪婪”。</p><p>不过，<a href=\"https://laohu8.com/S/GS\">高盛</a>首席美国股票策略师David Kostin则对美股未来走势持乐观态度。David Kostin表示，标普500指数近期的这一涨势预计将扩大到科技股以外，因为“之前大幅涨幅大幅收窄之后，市场将对科技股进行更广泛的估值重估”。对于美股后续仍将上涨的逻辑，David Kostin给出了两点逻辑支撑，除了经济衰退概率缩小给美股带来强劲的上涨动力之外，另一个理由是AI全面普及为企业利润增速提供重要支持。</p><p>作为华尔街最悲观分析师之一的美国银行首席策略分析师Savita Subramanian也一改此前看空美股的说法，称困扰美股的熊市已经正式结束，未来还有继续反弹的空间。Savita Subramanian的分析显示，<strong>自1929年代以来的数据显示，标普500指数在实现超过10%的反弹后，在接下来的6个月内延续了上涨势头。</strong></p><p>文末，祝美股在2023年上半年所有的努力，都是在为下半年的惊喜作铺垫！</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>热点观察 | 好兆头！上半年股市的狂飙，都是下半年惊喜的铺垫</title>\n<style 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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热点观察 | 好兆头！上半年股市的狂飙，都是下半年惊喜的铺垫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-06-26 15:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>以史为鉴，若标普500指数上半年涨超10%，下半年大概率会上涨！2023年上半年，纳指、标普500指数迈入“技术性牛市”，愿下半年同样惊喜不断！</strong></blockquote><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ffaace78b8eff9d39547357c418468f\" title=\"\" tg-width=\"750\" tg-height=\"1576\"/></p><p>2023年的上半年度精彩纷呈，全球投资市场机会与风险并存——ChatGPT爆火，英伟达市值破万亿、欧美银行业危机、美国债务上限......回顾上半年美股的表现，整体呈现向上的趋势，纳指、标普500指数也纷纷迈入“技术性牛市”。</p><p>上半年，美国股市的大多数涨幅都是由周期性成长股推动的，尤其是以大型科技股为代表。从逻辑上来看，本轮科技股走强背后的原因是比较清晰的——AI热潮激发的人气促使投资者纷纷涌入谷歌和英伟达等市值巨大的科技股。</p><p><strong>同时，美股滚雪球般的上涨，越来越多的投资者纷纷涌入股市。</strong></p><p>上周股市下跌之前，散户纷纷拥抱股市。根据摩根大通编制的交易所公开数据，截至上周二的一周内，<strong>散户买入了44亿美元的股票，高出12个月平均值两个标准差。</strong>高盛追踪股市情绪的指数本月升至2021年4月以来的最高水平。</p><p>美国银行策略师Michael Hartnett称，受益于市场情绪高涨，科技股在前两个月吸引了190亿美元资金流入。</p><p><strong>不过，华尔街对美股前景的观点分歧也正在加剧</strong></p><p>华尔街知名空头、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>策略师Michael Wilson坚持其看空美股大盘的观点，并在近期的报告中进一步强调企业盈利衰退将持续的观点。去年以来华尔街预测最准确的分析师、美银策略分析师Michael Hartnett也坚持看空美股。他认为，美股上涨的逻辑站不住，最近“对第一季度经济衰退的恐惧”正在转变为“对第二季度金发姑娘的贪婪”。</p><p>不过，<a href=\"https://laohu8.com/S/GS\">高盛</a>首席美国股票策略师David Kostin则对美股未来走势持乐观态度。David Kostin表示，标普500指数近期的这一涨势预计将扩大到科技股以外，因为“之前大幅涨幅大幅收窄之后，市场将对科技股进行更广泛的估值重估”。对于美股后续仍将上涨的逻辑，David Kostin给出了两点逻辑支撑，除了经济衰退概率缩小给美股带来强劲的上涨动力之外，另一个理由是AI全面普及为企业利润增速提供重要支持。</p><p>作为华尔街最悲观分析师之一的美国银行首席策略分析师Savita Subramanian也一改此前看空美股的说法，称困扰美股的熊市已经正式结束，未来还有继续反弹的空间。Savita Subramanian的分析显示，<strong>自1929年代以来的数据显示，标普500指数在实现超过10%的反弹后，在接下来的6个月内延续了上涨势头。</strong></p><p>文末，祝美股在2023年上半年所有的努力，都是在为下半年的惊喜作铺垫！</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118810751","content_text":"以史为鉴，若标普500指数上半年涨超10%，下半年大概率会上涨！2023年上半年，纳指、标普500指数迈入“技术性牛市”，愿下半年同样惊喜不断！2023年的上半年度精彩纷呈，全球投资市场机会与风险并存——ChatGPT爆火，英伟达市值破万亿、欧美银行业危机、美国债务上限......回顾上半年美股的表现，整体呈现向上的趋势，纳指、标普500指数也纷纷迈入“技术性牛市”。上半年，美国股市的大多数涨幅都是由周期性成长股推动的，尤其是以大型科技股为代表。从逻辑上来看，本轮科技股走强背后的原因是比较清晰的——AI热潮激发的人气促使投资者纷纷涌入谷歌和英伟达等市值巨大的科技股。同时，美股滚雪球般的上涨，越来越多的投资者纷纷涌入股市。上周股市下跌之前，散户纷纷拥抱股市。根据摩根大通编制的交易所公开数据，截至上周二的一周内，散户买入了44亿美元的股票，高出12个月平均值两个标准差。高盛追踪股市情绪的指数本月升至2021年4月以来的最高水平。美国银行策略师Michael Hartnett称，受益于市场情绪高涨，科技股在前两个月吸引了190亿美元资金流入。不过，华尔街对美股前景的观点分歧也正在加剧华尔街知名空头、摩根士丹利策略师Michael Wilson坚持其看空美股大盘的观点，并在近期的报告中进一步强调企业盈利衰退将持续的观点。去年以来华尔街预测最准确的分析师、美银策略分析师Michael Hartnett也坚持看空美股。他认为，美股上涨的逻辑站不住，最近“对第一季度经济衰退的恐惧”正在转变为“对第二季度金发姑娘的贪婪”。不过，高盛首席美国股票策略师David Kostin则对美股未来走势持乐观态度。David Kostin表示，标普500指数近期的这一涨势预计将扩大到科技股以外，因为“之前大幅涨幅大幅收窄之后，市场将对科技股进行更广泛的估值重估”。对于美股后续仍将上涨的逻辑，David Kostin给出了两点逻辑支撑，除了经济衰退概率缩小给美股带来强劲的上涨动力之外，另一个理由是AI全面普及为企业利润增速提供重要支持。作为华尔街最悲观分析师之一的美国银行首席策略分析师Savita Subramanian也一改此前看空美股的说法，称困扰美股的熊市已经正式结束，未来还有继续反弹的空间。Savita Subramanian的分析显示，自1929年代以来的数据显示，标普500指数在实现超过10%的反弹后，在接下来的6个月内延续了上涨势头。文末，祝美股在2023年上半年所有的努力，都是在为下半年的惊喜作铺垫！","news_type":1,"symbols_score_info":{".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":4073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189239077331016,"gmtCreate":1687226270139,"gmtModify":1687226271081,"author":{"id":"3560312943951686","authorId":"3560312943951686","name":"chirsj","avatar":"https://static.tigerbbs.com/78695435fff9536bbc2367a87cd732b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560312943951686","authorIdStr":"3560312943951686"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>结束了","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ 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