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海猫陆战队
2021-03-08
大摩说的话谁信谁傻
大摩:抄底还早!三大迹象暗示美股还将继续回调
海猫陆战队
2021-02-23
$小鹏汽车(XPEV)$
好想骂人[笑哭] [笑哭] [笑哭] [笑哭]
海猫陆战队
2021-01-22
来配个图
抱歉,原内容已删除
海猫陆战队
2021-01-19
$小鹏汽车(XPEV)$
庄家有点狠
海猫陆战队
2021-01-13
$小鹏汽车(XPEV)$
一天涨20%机构根本就不给你上车的机会,真狠
海猫陆战队
2021-01-12
$小鹏汽车(XPEV)$
小鹏的冬天过了,夏天来了[笑哭] [笑哭]
海猫陆战队
2020-12-29
$ARK Innovation ETF(ARKK)$
妈的 被洗出去了
海猫陆战队
2020-12-28
$蔚来(NIO)$
今天不休市么?
海猫陆战队
2020-12-25
$小鹏汽车(XPEV)$
今天是夏天的主场
海猫陆战队
2020-12-23
$蔚来(NIO)$
狗庄 洗筹码的方式屡试不爽
海猫陆战队
2020-12-17
$小鹏汽车(XPEV)$
$蔚来(NIO)$
反正我是觉得挺不容易的[流泪]
海猫陆战队
2020-12-15
$蔚来(NIO)$
还是盘前跌安心些
海猫陆战队
2020-12-14
$蔚来(NIO)$
太难了[流泪] [流泪]
海猫陆战队
2020-12-14
$蔚来(NIO)$
想问一下各位大佬,如果增发价是39美元,那么机构进场的成本也是39美元,是不是意味着机构需要把股价拉高才能获利?
海猫陆战队
2020-12-11
$蔚来(NIO)$
来抚慰一下持仓的小伙伴们[开心] [开心]
海猫陆战队
2020-12-10
$小鹏汽车(XPEV)$
做多的兄弟点个赞,我看看还有多少[龇牙] [龇牙] [龇牙]
海猫陆战队
2020-12-07
$小鹏汽车(XPEV)$
蔚来,等等我[开心] [开心] [开心]
海猫陆战队
2020-12-07
$小鹏汽车(XPEV)$
找个借口打压股价,低吸不坚定的韭菜
海猫陆战队
2020-12-07
冲吧我的小宇宙
海猫陆战队
2020-12-04
开盘前一个小时最带劲
去老虎APP查看更多动态
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Wilson表示,虽然“衰退实际上已经结束”,但股市的回调还远未结束。他将美股市场的近期波动归因为三大影响因素:<b>美债利率上涨、价值股抬头和投资组合的集体调仓。</b>他提到,有三大迹象暗示,这一波回调在结束之前还有很长的路要走。</p>\n<p>首先,过高的美债收益率往往意味着美股向上的空间将受到压制。尽管如预期的那样,股票风险溢价在此期间保持不变,但现在其或将随着美债收益率可能再飙升50个基点而上升。换句话说,股市现在知道10年期国债收益率是一个“假”利率,它既不能被捍卫,也不会被捍卫。</p>\n<p>自3月11日以来,美联储已经通过量化宽松向经济注入了2.3万亿美元。这部分资金主要流向了这两个账户——美联储的银行储备金账户和美国财政部的支票账户。数据显示,自3月11日以来,这两个账户总共增加了约2.5万亿美元,比美联储注入的2.3万亿美元还多了1800亿美元。然而,利率却冲高了。Wilson表示:“最近的利率飙升说明一件事情:市场在引导着美联储,而不是相反。”</p>\n<p>其次,去年股市崩盘也是在3月,这意味着到本月底,12个月价格动量的顶部和底部五分位区间将出现重大变化。许多价值股和周期股正在向动量顶五分位迈进,如银行股、能源股、材料股等,被顶替的将是原先居于这一位置的科技股,以及其他高增长股票。从成长股到价值股的转换,部分原因是随着经济复苏,价值股所在行业的相对基本面转好,估值又处于更低位置。未来这一转换可能会进一步加速,并对投资组合造成较大的破坏,甚至导致与1月份类似的另一轮去杠杆化。</p>\n<p>最后,从技术面看,纳斯达克100指数似乎已经完成了一个头肩顶,即将测试200日移动均线。该分析师认为,随着利率上升和市盈率压缩,美股将继续受价值股和周期股引领,预计标普500指数年底目标位在3900点,基本与当前持平。一旦估值调整完成,成长型股票或可以重新入场。</p>","source":"highlight_zhitongcaijin","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\" 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href=https://www.zhitongcaijing.com/content/detail/422885.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着疫苗逐渐普及,全球经济复苏后的需求反弹有望增厚企业利润,而近日拜登1.9万亿美元刺激计划获参议院通过,尽管有了这些好消息,但刚过去的一周美股依然延续了相对动荡的走势,纳指一度回吐年内涨幅,而周期股发力则帮助道指和标普500指数止跌。美债收益率也重新逼近年内高位。\n摩根士丹利首席股票策略師Mike Wilson表示,虽然“衰退实际上已经结束”,但股市的回调还远未结束。他将美股市场的近期波动归因为...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/422885.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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Wilson表示,虽然“衰退实际上已经结束”,但股市的回调还远未结束。他将美股市场的近期波动归因为三大影响因素:美债利率上涨、价值股抬头和投资组合的集体调仓。他提到,有三大迹象暗示,这一波回调在结束之前还有很长的路要走。\n首先,过高的美债收益率往往意味着美股向上的空间将受到压制。尽管如预期的那样,股票风险溢价在此期间保持不变,但现在其或将随着美债收益率可能再飙升50个基点而上升。换句话说,股市现在知道10年期国债收益率是一个“假”利率,它既不能被捍卫,也不会被捍卫。\n自3月11日以来,美联储已经通过量化宽松向经济注入了2.3万亿美元。这部分资金主要流向了这两个账户——美联储的银行储备金账户和美国财政部的支票账户。数据显示,自3月11日以来,这两个账户总共增加了约2.5万亿美元,比美联储注入的2.3万亿美元还多了1800亿美元。然而,利率却冲高了。Wilson表示:“最近的利率飙升说明一件事情:市场在引导着美联储,而不是相反。”\n其次,去年股市崩盘也是在3月,这意味着到本月底,12个月价格动量的顶部和底部五分位区间将出现重大变化。许多价值股和周期股正在向动量顶五分位迈进,如银行股、能源股、材料股等,被顶替的将是原先居于这一位置的科技股,以及其他高增长股票。从成长股到价值股的转换,部分原因是随着经济复苏,价值股所在行业的相对基本面转好,估值又处于更低位置。未来这一转换可能会进一步加速,并对投资组合造成较大的破坏,甚至导致与1月份类似的另一轮去杠杆化。\n最后,从技术面看,纳斯达克100指数似乎已经完成了一个头肩顶,即将测试200日移动均线。该分析师认为,随着利率上升和市盈率压缩,美股将继续受价值股和周期股引领,预计标普500指数年底目标位在3900点,基本与当前持平。一旦估值调整完成,成长型股票或可以重新入场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363316587,"gmtCreate":1614093780449,"gmtModify":1614093780449,"author":{"id":"3567048995628218","authorId":"3567048995628218","name":"海猫陆战队","avatar":"https://static.tigerbbs.com/1e2aa812c2acdcab18e2a3b285181d21","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567048995628218","authorIdStr":"3567048995628218"},"themes":[],"htmlText":"<a 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Wilson表示,虽然“衰退实际上已经结束”,但股市的回调还远未结束。他将美股市场的近期波动归因为三大影响因素:<b>美债利率上涨、价值股抬头和投资组合的集体调仓。</b>他提到,有三大迹象暗示,这一波回调在结束之前还有很长的路要走。</p>\n<p>首先,过高的美债收益率往往意味着美股向上的空间将受到压制。尽管如预期的那样,股票风险溢价在此期间保持不变,但现在其或将随着美债收益率可能再飙升50个基点而上升。换句话说,股市现在知道10年期国债收益率是一个“假”利率,它既不能被捍卫,也不会被捍卫。</p>\n<p>自3月11日以来,美联储已经通过量化宽松向经济注入了2.3万亿美元。这部分资金主要流向了这两个账户——美联储的银行储备金账户和美国财政部的支票账户。数据显示,自3月11日以来,这两个账户总共增加了约2.5万亿美元,比美联储注入的2.3万亿美元还多了1800亿美元。然而,利率却冲高了。Wilson表示:“最近的利率飙升说明一件事情:市场在引导着美联储,而不是相反。”</p>\n<p>其次,去年股市崩盘也是在3月,这意味着到本月底,12个月价格动量的顶部和底部五分位区间将出现重大变化。许多价值股和周期股正在向动量顶五分位迈进,如银行股、能源股、材料股等,被顶替的将是原先居于这一位置的科技股,以及其他高增长股票。从成长股到价值股的转换,部分原因是随着经济复苏,价值股所在行业的相对基本面转好,估值又处于更低位置。未来这一转换可能会进一步加速,并对投资组合造成较大的破坏,甚至导致与1月份类似的另一轮去杠杆化。</p>\n<p>最后,从技术面看,纳斯达克100指数似乎已经完成了一个头肩顶,即将测试200日移动均线。该分析师认为,随着利率上升和市盈率压缩,美股将继续受价值股和周期股引领,预计标普500指数年底目标位在3900点,基本与当前持平。一旦估值调整完成,成长型股票或可以重新入场。</p>","source":"highlight_zhitongcaijin","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\" 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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大摩:抄底还早!三大迹象暗示美股还将继续回调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 11:14 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/422885.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着疫苗逐渐普及,全球经济复苏后的需求反弹有望增厚企业利润,而近日拜登1.9万亿美元刺激计划获参议院通过,尽管有了这些好消息,但刚过去的一周美股依然延续了相对动荡的走势,纳指一度回吐年内涨幅,而周期股发力则帮助道指和标普500指数止跌。美债收益率也重新逼近年内高位。\n摩根士丹利首席股票策略師Mike Wilson表示,虽然“衰退实际上已经结束”,但股市的回调还远未结束。他将美股市场的近期波动归因为...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/422885.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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Wilson表示,虽然“衰退实际上已经结束”,但股市的回调还远未结束。他将美股市场的近期波动归因为三大影响因素:美债利率上涨、价值股抬头和投资组合的集体调仓。他提到,有三大迹象暗示,这一波回调在结束之前还有很长的路要走。\n首先,过高的美债收益率往往意味着美股向上的空间将受到压制。尽管如预期的那样,股票风险溢价在此期间保持不变,但现在其或将随着美债收益率可能再飙升50个基点而上升。换句话说,股市现在知道10年期国债收益率是一个“假”利率,它既不能被捍卫,也不会被捍卫。\n自3月11日以来,美联储已经通过量化宽松向经济注入了2.3万亿美元。这部分资金主要流向了这两个账户——美联储的银行储备金账户和美国财政部的支票账户。数据显示,自3月11日以来,这两个账户总共增加了约2.5万亿美元,比美联储注入的2.3万亿美元还多了1800亿美元。然而,利率却冲高了。Wilson表示:“最近的利率飙升说明一件事情:市场在引导着美联储,而不是相反。”\n其次,去年股市崩盘也是在3月,这意味着到本月底,12个月价格动量的顶部和底部五分位区间将出现重大变化。许多价值股和周期股正在向动量顶五分位迈进,如银行股、能源股、材料股等,被顶替的将是原先居于这一位置的科技股,以及其他高增长股票。从成长股到价值股的转换,部分原因是随着经济复苏,价值股所在行业的相对基本面转好,估值又处于更低位置。未来这一转换可能会进一步加速,并对投资组合造成较大的破坏,甚至导致与1月份类似的另一轮去杠杆化。\n最后,从技术面看,纳斯达克100指数似乎已经完成了一个头肩顶,即将测试200日移动均线。该分析师认为,随着利率上升和市盈率压缩,美股将继续受价值股和周期股引领,预计标普500指数年底目标位在3900点,基本与当前持平。一旦估值调整完成,成长型股票或可以重新入场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395259299,"gmtCreate":1607678011211,"gmtModify":1703849439445,"author":{"id":"3567048995628218","authorId":"3567048995628218","name":"海猫陆战队","avatar":"https://static.tigerbbs.com/1e2aa812c2acdcab18e2a3b285181d21","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567048995628218","authorIdStr":"3567048995628218"},"themes":[],"htmlText":"<a 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