海猫陆战队的个人主页 - 老虎社区

海猫陆战队

海猫陆战队

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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

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

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

2020-12-15

$蔚来(NIO)$还是盘前跌安心些

海猫陆战队

2020-12-02

$蔚来(NIO)$太刺激了，看股价比看电影还来得抖

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

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

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

2020-12-28

$蔚来(NIO)$今天不休市么？

海猫陆战队

2020-12-03

$小鹏汽车(XPEV)$谢谢让我建仓

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

2020-12-25

$小鹏汽车(XPEV)$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

2020-12-07

$小鹏汽车(XPEV)$找个借口打压股价，低吸不坚定的韭菜

海猫陆战队

2020-12-02

$蔚来(NIO)$有本事别绿！！！！

海猫陆战队

2020-12-02

$蔚来(NIO)$别人恐惧，我贪婪

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

2021-01-19

$小鹏汽车(XPEV)$庄家有点狠

海猫陆战队

2020-12-29

$ARK Innovation ETF(ARKK)$妈的被洗出去了

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":{".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,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3565,"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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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":{".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,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3565,"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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