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takleee
2021-08-24
nice
@小虎周报:美股周策略:QE减量渐行渐近,对美股、美债影响如何?
takleee
2021-08-01
$Pfizer(PFE)$
@爱发红包的虎妞
看不到财政报报告
takleee
2021-07-30
@爱发红包的虎妞
看不到这个新闻。请帮忙
@节点财经:市值蒸发超6000亿,中国平安还能守住万亿市值吗?
takleee
2021-07-28
已投
@空军大队长:兄弟们麻烦给我们投一下票,在评论区截图奖金给你,分别是空间大队长,柳下惠的气质,少帅铁柱
$好未来(TAL)$
$新东方(EDU)$
$三倍做空FTSE中国ETF-Direxion(YANG)$
@我是股神的小腿毛
@我是股神的小腿毛
@柳下惠的气质
@小虎通知
takleee
2021-07-28
@小虎活动
你好
抱歉,原内容已删除
takleee
2021-07-26
Nice
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takleee
2021-07-10
Cool
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takleee
2021-07-10
Like and comment
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takleee
2021-07-02
nice please like and comment
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takleee
2021-07-01
Thanks
takleee
2021-06-29
Please like n comment
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takleee
2021-06-29
Nice
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takleee
2021-06-25
Nice please like and comment
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takleee
2021-06-21
//
@dandan_4896
: Omg bb !!! I won the giveaway voucher again👍 nice
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takleee
2021-06-20
Please like and comment
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takleee
2021-06-16
Do we get to buy the shares???
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takleee
2021-06-14
$Tiger Brokers(TIGR)$
to the moon [财迷]
takleee
2021-06-14
Boring
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takleee
2021-06-14
Boring...
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takleee
2021-06-14
Hello please like and cooment
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去老虎APP查看更多动态
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上周联邦公开市场委员会发布了7月27-28日会议纪要显示:“多数美联储官员上月认为,今年晚些时候可以开始放慢债券购买速度,并判断在实现通胀目标方面已取得足够进展,在实现就业目标上也有了进步。”这算是第一次明确提出减量操作可能在不远的未来进行。 我们反看近期的美股市场也几乎进入盘整格局,这也初步验证了我们对于随着美股季报结束,盈利上修已难以支撑市场的判断。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 不过,关于减量并非没有分歧。曾最早喊出缩减QE、并呼吁明年就加息的达拉斯联储行长卡普兰,就在上周谈到不排除因新冠变异毒株Delta病毒而调整他对未来货币政策看法。 此前,卡普兰呼吁,美联储应该尽早以渐进方式缩减资产购买计划,大规模购债可能导致过度冒险。我们从疫情演变来看,过去一个月,美国新冠确诊新增人数整体还在攀升,经济复苏路径不确定性升温后,确实不排除会打乱美联储原本的缩表节奏。这意味着QE减量的话题,无论其最终如何演变,大概率都会是接下来影响资产波动的主要因素。从预期角度来看,本周五开始的全球央行年会(含鲍威尔讲话),9月初的非农数据窗口,9月底FOMC会议都有可能是投资者观察QE减量预期变化的重要窗口。减量对美股、美债的影响如何? 虽然这次减量预期,未来只是增量的减少,并非绝对量的下降(可以预见,从目前每月1200亿美元的债券购买规模开始缩减,美联储还是会继续缓慢扩大8.2万亿美元的资产负债表),但对资产价格的影响仍不能忽视。 我们注意到,自从08年金融危机后,在QE退出阶段,随着流动性的逐步抽离,美股大多都经历了一定长时间的震荡。(如下图所示)关于减量对美债收益率的影响,我们认为可能先扬后抑。 因为一旦减量,随着美联储对债券规模购买下","listText":"未来一个月将会是减量预期影响美股的重要窗口期 上周联邦公开市场委员会发布了7月27-28日会议纪要显示:“多数美联储官员上月认为,今年晚些时候可以开始放慢债券购买速度,并判断在实现通胀目标方面已取得足够进展,在实现就业目标上也有了进步。”这算是第一次明确提出减量操作可能在不远的未来进行。 我们反看近期的美股市场也几乎进入盘整格局,这也初步验证了我们对于随着美股季报结束,盈利上修已难以支撑市场的判断。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 不过,关于减量并非没有分歧。曾最早喊出缩减QE、并呼吁明年就加息的达拉斯联储行长卡普兰,就在上周谈到不排除因新冠变异毒株Delta病毒而调整他对未来货币政策看法。 此前,卡普兰呼吁,美联储应该尽早以渐进方式缩减资产购买计划,大规模购债可能导致过度冒险。我们从疫情演变来看,过去一个月,美国新冠确诊新增人数整体还在攀升,经济复苏路径不确定性升温后,确实不排除会打乱美联储原本的缩表节奏。这意味着QE减量的话题,无论其最终如何演变,大概率都会是接下来影响资产波动的主要因素。从预期角度来看,本周五开始的全球央行年会(含鲍威尔讲话),9月初的非农数据窗口,9月底FOMC会议都有可能是投资者观察QE减量预期变化的重要窗口。减量对美股、美债的影响如何? 虽然这次减量预期,未来只是增量的减少,并非绝对量的下降(可以预见,从目前每月1200亿美元的债券购买规模开始缩减,美联储还是会继续缓慢扩大8.2万亿美元的资产负债表),但对资产价格的影响仍不能忽视。 我们注意到,自从08年金融危机后,在QE退出阶段,随着流动性的逐步抽离,美股大多都经历了一定长时间的震荡。(如下图所示)关于减量对美债收益率的影响,我们认为可能先扬后抑。 因为一旦减量,随着美联储对债券规模购买下","text":"未来一个月将会是减量预期影响美股的重要窗口期 上周联邦公开市场委员会发布了7月27-28日会议纪要显示:“多数美联储官员上月认为,今年晚些时候可以开始放慢债券购买速度,并判断在实现通胀目标方面已取得足够进展,在实现就业目标上也有了进步。”这算是第一次明确提出减量操作可能在不远的未来进行。 我们反看近期的美股市场也几乎进入盘整格局,这也初步验证了我们对于随着美股季报结束,盈利上修已难以支撑市场的判断。$标普500(.SPX)$ 不过,关于减量并非没有分歧。曾最早喊出缩减QE、并呼吁明年就加息的达拉斯联储行长卡普兰,就在上周谈到不排除因新冠变异毒株Delta病毒而调整他对未来货币政策看法。 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因为一旦减量,随着美联储对债券规模购买下","images":[{"img":"https://static.tigerbbs.com/f0e90a00eb5872f06439c0f5db96533c","width":"1370","height":"786"},{"img":"https://static.tigerbbs.com/c81a9e8b8467cc32d938d5c67fea41d8","width":"796","height":"480"},{"img":"https://static.tigerbbs.com/d8fa2240db3d49b31e22a0c15de94667","width":"787","height":"440"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835191950","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805097606,"gmtCreate":1627819615005,"gmtModify":1633756144229,"author":{"id":"3562130752693399","authorId":"3562130752693399","name":"takleee","avatar":"https://static.tigerbbs.com/14f28ca9ee99ff6f70d96d4f0056a4bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562130752693399","idStr":"3562130752693399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a><a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>看不到财政报报告","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a><a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>看不到财政报报告","text":"$Pfizer(PFE)$@爱发红包的虎妞看不到财政报报告","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805097606","isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808270767,"gmtCreate":1627598980759,"gmtModify":1633758022012,"author":{"id":"3562130752693399","authorId":"3562130752693399","name":"takleee","avatar":"https://static.tigerbbs.com/14f28ca9ee99ff6f70d96d4f0056a4bc","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562130752693399","idStr":"3562130752693399"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>看不到这个新闻。请帮忙","listText":"<a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>看不到这个新闻。请帮忙","text":"@爱发红包的虎妞看不到这个新闻。请帮忙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808270767","repostId":"800939315","repostType":1,"repost":{"id":800939315,"gmtCreate":1627270255537,"gmtModify":1627271143778,"author":{"id":"3539674289973208","authorId":"3539674289973208","name":"节点财经","avatar":"https://static.tigerbbs.com/8bc4a2c77823eb34200081e30d39a4d3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539674289973208","idStr":"3539674289973208"},"themes":[],"title":"市值蒸发超6000亿,中国平安还能守住万亿市值吗?","htmlText":"文 / 七公出品 / 节点财经最近一段时间,不管是大盘是涨是跌,中国平安(601318.SH)的表现都相当稳定,那就是不断的下跌。从去年11月30日高点的94.62元/股算起,中国平安累计跌幅近40%,市值蒸发超6000亿元,占同期申万保险板块市值缩水量的一半以上,相当于跌没了一个海康威视!图源:WIND数据随着中国平安股价一路走低,投资者们坐不住了,类似“中国平安股票现在可以买吗?”、“中国平安还有下跌空间吗?”、“平安还有投资价值吗?”的讨论日渐激烈。作为大金融保险龙头标杆之一,市场倚重的白马股,中国平安咋就不香了?风起于青萍之末,浪成于微澜之间,一切亦有迹可循。/ 01 /从千亿资产到万亿资产平安在不涨和大涨间摇摆时间拨回到上世纪80年代,将近而立之年的马明哲跟着淘金大潮来到了深圳蛇口——中国改革开放最早的“试验田”。在这里,他当过工人,做过通讯员,最终落脚社保公司,为日后的职业生涯积累经验。经过两年多打拼,马明哲越发意识到当时我国保险制度的不合时宜和滞后性,他提出模仿香港,走商业保险的路子,将雇主责任险转变为工伤保险,从新的险种入手,避免原来雇主缴纳的保险金贬值。但这一提议很快就被以“工伤保险属于商业保险模式,不在社保公司的经营范围”为由遭到拒绝。彼时,开创一家新型保险公司的念头在马明哲心里扎下了根。此后几年,他忙于递交申请,修改材料,奔波于让想法成为现实。1988年,改革开放带来保险业政策松动的机会,在时任蛇口工业区总指挥袁庚的支持下,以及马明哲不懈的沟通与努力下,中国第一家股份制、地方性的保险企业,即深圳平安保险公司成立,马明哲担任总经理。1994年,平安引入外部投资者高盛和摩根士丹利,借助外资更加精细的管理方式和市场化原则,业务规模迅速扩大,寿险业务超越友邦,证券、信托、期货业务逐步组建和营运。到2001年,中国平安总资产已达1087亿元,营收415.47亿元","listText":"文 / 七公出品 / 节点财经最近一段时间,不管是大盘是涨是跌,中国平安(601318.SH)的表现都相当稳定,那就是不断的下跌。从去年11月30日高点的94.62元/股算起,中国平安累计跌幅近40%,市值蒸发超6000亿元,占同期申万保险板块市值缩水量的一半以上,相当于跌没了一个海康威视!图源:WIND数据随着中国平安股价一路走低,投资者们坐不住了,类似“中国平安股票现在可以买吗?”、“中国平安还有下跌空间吗?”、“平安还有投资价值吗?”的讨论日渐激烈。作为大金融保险龙头标杆之一,市场倚重的白马股,中国平安咋就不香了?风起于青萍之末,浪成于微澜之间,一切亦有迹可循。/ 01 /从千亿资产到万亿资产平安在不涨和大涨间摇摆时间拨回到上世纪80年代,将近而立之年的马明哲跟着淘金大潮来到了深圳蛇口——中国改革开放最早的“试验田”。在这里,他当过工人,做过通讯员,最终落脚社保公司,为日后的职业生涯积累经验。经过两年多打拼,马明哲越发意识到当时我国保险制度的不合时宜和滞后性,他提出模仿香港,走商业保险的路子,将雇主责任险转变为工伤保险,从新的险种入手,避免原来雇主缴纳的保险金贬值。但这一提议很快就被以“工伤保险属于商业保险模式,不在社保公司的经营范围”为由遭到拒绝。彼时,开创一家新型保险公司的念头在马明哲心里扎下了根。此后几年,他忙于递交申请,修改材料,奔波于让想法成为现实。1988年,改革开放带来保险业政策松动的机会,在时任蛇口工业区总指挥袁庚的支持下,以及马明哲不懈的沟通与努力下,中国第一家股份制、地方性的保险企业,即深圳平安保险公司成立,马明哲担任总经理。1994年,平安引入外部投资者高盛和摩根士丹利,借助外资更加精细的管理方式和市场化原则,业务规模迅速扩大,寿险业务超越友邦,证券、信托、期货业务逐步组建和营运。到2001年,中国平安总资产已达1087亿元,营收415.47亿元","text":"文 / 七公出品 / 节点财经最近一段时间,不管是大盘是涨是跌,中国平安(601318.SH)的表现都相当稳定,那就是不断的下跌。从去年11月30日高点的94.62元/股算起,中国平安累计跌幅近40%,市值蒸发超6000亿元,占同期申万保险板块市值缩水量的一半以上,相当于跌没了一个海康威视!图源:WIND数据随着中国平安股价一路走低,投资者们坐不住了,类似“中国平安股票现在可以买吗?”、“中国平安还有下跌空间吗?”、“平安还有投资价值吗?”的讨论日渐激烈。作为大金融保险龙头标杆之一,市场倚重的白马股,中国平安咋就不香了?风起于青萍之末,浪成于微澜之间,一切亦有迹可循。/ 01 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