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HaoBEAN
2021-06-23
$每日优鲜(MF)$
冲鸭冲鸭
HaoBEAN
2021-03-26
可爱的人涨涨涨
HaoBEAN
2021-03-22
赞我涨涨涨
HaoBEAN
2021-03-21
电车还得涨
HaoBEAN
2021-03-16
美国原油暴涨背后的推手
HaoBEAN
2021-03-15
今天大涨,点赞的股票涨涨涨
HaoBEAN
2021-03-14
不行吧。别跌了
HaoBEAN
2021-03-11
晚上特斯拉会低开
HaoBEAN
2021-03-01
这篇文章不错,转发给大家看
@Ivan_甘灿荣:这时候要注意做好避险,我推荐三个策略
HaoBEAN
2021-03-01
这篇文章不错,转发给大家看
@小虎AV:在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。$比特币基金(GBTC)$ $特斯拉(TSLA)$ $游戏驿站(GME)$比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,
HaoBEAN
2021-03-01
这篇文章不错,转发给大家看
@交易员Owen:为什么这次跳水不简单,深入聊聊美债,美股和通胀的关系
HaoBEAN
2021-03-01
这篇文章不错,转发给大家看
抱歉,原内容已删除
HaoBEAN
2021-03-01
哭了啊,等等开盘希望涨回来
HaoBEAN
2021-02-28
耐心等待,等待破产
HaoBEAN
2021-02-25
坚定信念,持股待跌
HaoBEAN
2021-02-19
确实
抱歉,原内容已删除
HaoBEAN
2021-02-19
好
盘前异动:“女股神”逢低加仓!Palantir飙涨超9%
HaoBEAN
2021-02-19
真不错
盘前异动:“女股神”逢低加仓!Palantir飙涨超9%
去老虎APP查看更多动态
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首先,长期关注我的朋友应该知道,我反复强调过今年的两个重要时间点,2月和8月,无论哪个月份,只要标普500指数收盘价跌穿20日均线就要做对冲或者离场的准备。这是风险收益率的衡量问题,当下的跌穿20日线后风险明显高于收益,所以请做好风险考量,这时候宁愿等指数反弹上去创新高再重新投入,也比盲目持仓要好得多。 什么是美债收益率,这个直播时再解释,总之现在全市场都在盯着这个数据。只要这个数据继续升高,美股的压力就越大,反之美股就反弹甚至继续新高。所以美股指的短期方向就根据这个收益率来判断即可。当然简单点就用20日均线作为评估依据,这个是我认为最简单而高效的评估方式。 美债收益率代表着无风险利率,无风险利率升高会影响股票估值。譬如说,一个公司年净利润率10%,在无风险利率为零的市场,那它的估值就会按10%的利润率来评估,但在无风险利率为3%的市场,那它的估值就会按10%-3%=7%的利润率来评估,从估值角度,后者比前者的估值少30%,那股价肯定会有影响的。 当下市场,是市场担忧通胀,预期美联储政策会转向所导致的应激反应。但当前根本未看到有任何政策层面上的转向,所以下跌幅度目前比较难评估。 所以当下策略层面的考虑更为重要。 首先仍有持仓股票的朋友,适当减仓。 第二,如果坚持长期看涨的朋友,请尽量持有传统道指类的股票,新科技类股票暂回避,逻辑在年度前瞻帖子里说过,疫情修复后的道纳比价修复。 第三,打算做空的朋友,请使用期权,例如SPX的看跌期权或者股指期货期权等。说不定周末1.9万亿方案投票通过后,市场有所反弹,期权方式损失确定收益易放大。 最后,喜欢做对","listText":"美股这两天大涨大跌,相信很多朋友不知道如何处理。3月4日晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。现在先给大家聊聊当下紧急的情况。 首先,长期关注我的朋友应该知道,我反复强调过今年的两个重要时间点,2月和8月,无论哪个月份,只要标普500指数收盘价跌穿20日均线就要做对冲或者离场的准备。这是风险收益率的衡量问题,当下的跌穿20日线后风险明显高于收益,所以请做好风险考量,这时候宁愿等指数反弹上去创新高再重新投入,也比盲目持仓要好得多。 什么是美债收益率,这个直播时再解释,总之现在全市场都在盯着这个数据。只要这个数据继续升高,美股的压力就越大,反之美股就反弹甚至继续新高。所以美股指的短期方向就根据这个收益率来判断即可。当然简单点就用20日均线作为评估依据,这个是我认为最简单而高效的评估方式。 美债收益率代表着无风险利率,无风险利率升高会影响股票估值。譬如说,一个公司年净利润率10%,在无风险利率为零的市场,那它的估值就会按10%的利润率来评估,但在无风险利率为3%的市场,那它的估值就会按10%-3%=7%的利润率来评估,从估值角度,后者比前者的估值少30%,那股价肯定会有影响的。 当下市场,是市场担忧通胀,预期美联储政策会转向所导致的应激反应。但当前根本未看到有任何政策层面上的转向,所以下跌幅度目前比较难评估。 所以当下策略层面的考虑更为重要。 首先仍有持仓股票的朋友,适当减仓。 第二,如果坚持长期看涨的朋友,请尽量持有传统道指类的股票,新科技类股票暂回避,逻辑在年度前瞻帖子里说过,疫情修复后的道纳比价修复。 第三,打算做空的朋友,请使用期权,例如SPX的看跌期权或者股指期货期权等。说不定周末1.9万亿方案投票通过后,市场有所反弹,期权方式损失确定收益易放大。 最后,喜欢做对","text":"美股这两天大涨大跌,相信很多朋友不知道如何处理。3月4日晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。现在先给大家聊聊当下紧急的情况。 首先,长期关注我的朋友应该知道,我反复强调过今年的两个重要时间点,2月和8月,无论哪个月份,只要标普500指数收盘价跌穿20日均线就要做对冲或者离场的准备。这是风险收益率的衡量问题,当下的跌穿20日线后风险明显高于收益,所以请做好风险考量,这时候宁愿等指数反弹上去创新高再重新投入,也比盲目持仓要好得多。 什么是美债收益率,这个直播时再解释,总之现在全市场都在盯着这个数据。只要这个数据继续升高,美股的压力就越大,反之美股就反弹甚至继续新高。所以美股指的短期方向就根据这个收益率来判断即可。当然简单点就用20日均线作为评估依据,这个是我认为最简单而高效的评估方式。 美债收益率代表着无风险利率,无风险利率升高会影响股票估值。譬如说,一个公司年净利润率10%,在无风险利率为零的市场,那它的估值就会按10%的利润率来评估,但在无风险利率为3%的市场,那它的估值就会按10%-3%=7%的利润率来评估,从估值角度,后者比前者的估值少30%,那股价肯定会有影响的。 当下市场,是市场担忧通胀,预期美联储政策会转向所导致的应激反应。但当前根本未看到有任何政策层面上的转向,所以下跌幅度目前比较难评估。 所以当下策略层面的考虑更为重要。 首先仍有持仓股票的朋友,适当减仓。 第二,如果坚持长期看涨的朋友,请尽量持有传统道指类的股票,新科技类股票暂回避,逻辑在年度前瞻帖子里说过,疫情修复后的道纳比价修复。 第三,打算做空的朋友,请使用期权,例如SPX的看跌期权或者股指期货期权等。说不定周末1.9万亿方案投票通过后,市场有所反弹,期权方式损失确定收益易放大。 最后,喜欢做对","images":[{"img":"https://static.tigerbbs.com/bd734dfde270e96a7e2f384139ab2a67","width":"532","height":"377"},{"img":"https://static.tigerbbs.com/4a1075e8f1cd7232dc72d01e04da174a","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/bc2aa71789a2cfcf865e5d47a2c104e9","width":"1269","height":"854"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368676367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362199978,"gmtCreate":1614604409694,"gmtModify":1703478734122,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362199978","repostId":"361817603","repostType":1,"repost":{"id":361817603,"gmtCreate":1614220094698,"gmtModify":1744960635887,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"芒格最新视频:比特币和特斯拉都不要,我选比亚迪","htmlText":"\n \n \n 在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,\n \n","listText":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","text":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。$比特币基金(GBTC)$ $特斯拉(TSLA)$ $游戏驿站(GME)$比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","images":[{"img":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361817603","isVote":1,"tweetType":2,"object":{"id":"2681abb37d614ee0aa94a18566228fc9","tweetId":"361817603","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/fb08f52d5285890814680351672/v.f30.mp4","poster":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362199066,"gmtCreate":1614604402955,"gmtModify":1703478733442,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362199066","repostId":"368545133","repostType":1,"repost":{"id":368545133,"gmtCreate":1614342217720,"gmtModify":1703476627398,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"为什么这次跳水不简单,深入聊聊美债,美股和通胀的关系","htmlText":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期,美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击,最重要的是这个变动</a> 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","listText":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期,美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击,最重要的是这个变动</a> 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","text":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 相比强烈的通胀预期,美股的开年黑其实算不了什么 国会遭受冲击,最重要的是这个变动 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","images":[{"img":"https://static.tigerbbs.com/8ff3fbb1fc92c3ad45ccb74beee9bbd7","width":"1245","height":"687"},{"img":"https://static.tigerbbs.com/bd734dfde270e96a7e2f384139ab2a67","width":"532","height":"377"},{"img":"https://static.tigerbbs.com/4674893cbdcc73f158470c94a3e1f9de","width":"838","height":"484"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368545133","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362190547,"gmtCreate":1614604361189,"gmtModify":1703478733103,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362190547","repostId":"362092572","repostType":1,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362190847,"gmtCreate":1614604340189,"gmtModify":1703478733272,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"哭了啊,等等开盘希望涨回来","listText":"哭了啊,等等开盘希望涨回来","text":"哭了啊,等等开盘希望涨回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362190847","isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366208967,"gmtCreate":1614482901559,"gmtModify":1703477754386,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"耐心等待,等待破产","listText":"耐心等待,等待破产","text":"耐心等待,等待破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366208967","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361354610,"gmtCreate":1614209368030,"gmtModify":1614209368030,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"坚定信念,持股待跌","listText":"坚定信念,持股待跌","text":"坚定信念,持股待跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361354610","isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387863040,"gmtCreate":1613737019080,"gmtModify":1613737019080,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"确实","listText":"确实","text":"确实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387863040","repostId":"1141358493","repostType":4,"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387869687,"gmtCreate":1613736975449,"gmtModify":1613736975449,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387869687","repostId":"1164451759","repostType":4,"repost":{"id":"1164451759","kind":"news","weMedia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17:20","market":"us","language":"zh","title":"盘前异动:“女股神”逢低加仓!Palantir飙涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164451759","media":"老虎资讯综合","summary":"2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。美股区块链板块盘前普涨Palantir盘前涨超9%,昨日获AR","content":"<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","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>盘前异动:“女股神”逢低加仓!Palantir飙涨超9%</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; 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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\">2021-02-19 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"PLTR":"Palantir Technologies Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164451759","content_text":"2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。美股区块链板块盘前普涨Palantir盘前涨超9%,昨日获ARKK基金增持527万股。AMC院线盘前涨超4%,据悉亚马逊可能收购该公司。晶科能源盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。云米科技盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋智能领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387887476,"gmtCreate":1613736884495,"gmtModify":1613737164628,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"真不错","listText":"真不错","text":"真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387887476","repostId":"1164451759","repostType":4,"repost":{"id":"1164451759","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":1613726430,"share":"https://www.laohu8.com/m/news/1164451759?lang=&edition=full","pubTime":"2021-02-19 17:20","market":"us","language":"zh","title":"盘前异动:“女股神”逢低加仓!Palantir飙涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164451759","media":"老虎资讯综合","summary":"2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。美股区块链板块盘前普涨Palantir盘前涨超9%,昨日获AR","content":"<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","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>盘前异动:“女股神”逢低加仓!Palantir飙涨超9%</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; 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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\">2021-02-19 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"PLTR":"Palantir Technologies Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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Pro系列高效组件在印度的大项目订单。云米科技盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋智能领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":321402680,"gmtCreate":1615457932340,"gmtModify":1703489308475,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"晚上特斯拉会低开","listText":"晚上特斯拉会低开","text":"晚上特斯拉会低开","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/321402680","isVote":1,"tweetType":1,"viewCount":5651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325248306,"gmtCreate":1615903759605,"gmtModify":1703494805181,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"美国原油暴涨背后的推手","listText":"美国原油暴涨背后的推手","text":"美国原油暴涨背后的推手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325248306","isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387869687,"gmtCreate":1613736975449,"gmtModify":1613736975449,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387869687","repostId":"1164451759","repostType":4,"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387887476,"gmtCreate":1613736884495,"gmtModify":1613737164628,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"真不错","listText":"真不错","text":"真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387887476","repostId":"1164451759","repostType":4,"repost":{"id":"1164451759","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":1613726430,"share":"https://www.laohu8.com/m/news/1164451759?lang=&edition=full","pubTime":"2021-02-19 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src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>","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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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\">2021-02-19 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月19日,美国三大股指期货短线转涨,截至发稿,道指期货涨0.01%;标普500指数期货涨0.08%;纳斯达克100指数期货涨0.13%。</p><p><img src=\"https://static.tigerbbs.com/740a7c10b34b6eb060c3efdd0e6f6aa0\" tg-width=\"478\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p><p>美股区块链板块盘前普涨</p><p><img src=\"https://static.tigerbbs.com/615f928c22b9dd391936ad53ba94e2d8\" tg-width=\"478\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p>Palantir盘前涨超9%,昨日获ARKK基金增持527万股。</p><p><img src=\"https://static.tigerbbs.com/994204b4196e38057ee50c4d8a197fe6\" tg-width=\"1302\" tg-height=\"653\"></p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%,据悉<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可能收购该公司。</p><p><img src=\"https://static.tigerbbs.com/34b367d12c7cdc179b03cc8dc7cae8c1\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>盘前涨近3%,近日公司与印度最大的两家EPC公司签订了Tiger Pro系列高效组件在印度的大项目订单。</p><p><img src=\"https://static.tigerbbs.com/a96bcb58b10bf17b8c762f6385f16430\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/VIOT\">云米科技</a>盘前涨超9%,近日,卢伟冰微博上透露,今年将重点发力全屋<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>领域,未来消费者可在小米之家体验相关产品,又指出未来小米之家在各县城开店速度将提升。作为小米生态链中涉及家电品类最多的企业,云米科技获益颇多。</p><p><img src=\"https://static.tigerbbs.com/2c9bb64c06293daa38b9b27b53dcf12f\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"PLTR":"Palantir Technologies Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。现在先给大家聊聊当下紧急的情况。 首先,长期关注我的朋友应该知道,我反复强调过今年的两个重要时间点,2月和8月,无论哪个月份,只要标普500指数收盘价跌穿20日均线就要做对冲或者离场的准备。这是风险收益率的衡量问题,当下的跌穿20日线后风险明显高于收益,所以请做好风险考量,这时候宁愿等指数反弹上去创新高再重新投入,也比盲目持仓要好得多。 什么是美债收益率,这个直播时再解释,总之现在全市场都在盯着这个数据。只要这个数据继续升高,美股的压力就越大,反之美股就反弹甚至继续新高。所以美股指的短期方向就根据这个收益率来判断即可。当然简单点就用20日均线作为评估依据,这个是我认为最简单而高效的评估方式。 美债收益率代表着无风险利率,无风险利率升高会影响股票估值。譬如说,一个公司年净利润率10%,在无风险利率为零的市场,那它的估值就会按10%的利润率来评估,但在无风险利率为3%的市场,那它的估值就会按10%-3%=7%的利润率来评估,从估值角度,后者比前者的估值少30%,那股价肯定会有影响的。 当下市场,是市场担忧通胀,预期美联储政策会转向所导致的应激反应。但当前根本未看到有任何政策层面上的转向,所以下跌幅度目前比较难评估。 所以当下策略层面的考虑更为重要。 首先仍有持仓股票的朋友,适当减仓。 第二,如果坚持长期看涨的朋友,请尽量持有传统道指类的股票,新科技类股票暂回避,逻辑在年度前瞻帖子里说过,疫情修复后的道纳比价修复。 第三,打算做空的朋友,请使用期权,例如SPX的看跌期权或者股指期货期权等。说不定周末1.9万亿方案投票通过后,市场有所反弹,期权方式损失确定收益易放大。 最后,喜欢做对","listText":"美股这两天大涨大跌,相信很多朋友不知道如何处理。3月4日晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。现在先给大家聊聊当下紧急的情况。 首先,长期关注我的朋友应该知道,我反复强调过今年的两个重要时间点,2月和8月,无论哪个月份,只要标普500指数收盘价跌穿20日均线就要做对冲或者离场的准备。这是风险收益率的衡量问题,当下的跌穿20日线后风险明显高于收益,所以请做好风险考量,这时候宁愿等指数反弹上去创新高再重新投入,也比盲目持仓要好得多。 什么是美债收益率,这个直播时再解释,总之现在全市场都在盯着这个数据。只要这个数据继续升高,美股的压力就越大,反之美股就反弹甚至继续新高。所以美股指的短期方向就根据这个收益率来判断即可。当然简单点就用20日均线作为评估依据,这个是我认为最简单而高效的评估方式。 美债收益率代表着无风险利率,无风险利率升高会影响股票估值。譬如说,一个公司年净利润率10%,在无风险利率为零的市场,那它的估值就会按10%的利润率来评估,但在无风险利率为3%的市场,那它的估值就会按10%-3%=7%的利润率来评估,从估值角度,后者比前者的估值少30%,那股价肯定会有影响的。 当下市场,是市场担忧通胀,预期美联储政策会转向所导致的应激反应。但当前根本未看到有任何政策层面上的转向,所以下跌幅度目前比较难评估。 所以当下策略层面的考虑更为重要。 首先仍有持仓股票的朋友,适当减仓。 第二,如果坚持长期看涨的朋友,请尽量持有传统道指类的股票,新科技类股票暂回避,逻辑在年度前瞻帖子里说过,疫情修复后的道纳比价修复。 第三,打算做空的朋友,请使用期权,例如SPX的看跌期权或者股指期货期权等。说不定周末1.9万亿方案投票通过后,市场有所反弹,期权方式损失确定收益易放大。 最后,喜欢做对","text":"美股这两天大涨大跌,相信很多朋友不知道如何处理。3月4日晚8点,我有场直播讲座和大家聊聊美股指的相关情况,届时会有针对通胀率,美债利率和美股关系的更详尽的解读。现在先给大家聊聊当下紧急的情况。 首先,长期关注我的朋友应该知道,我反复强调过今年的两个重要时间点,2月和8月,无论哪个月份,只要标普500指数收盘价跌穿20日均线就要做对冲或者离场的准备。这是风险收益率的衡量问题,当下的跌穿20日线后风险明显高于收益,所以请做好风险考量,这时候宁愿等指数反弹上去创新高再重新投入,也比盲目持仓要好得多。 什么是美债收益率,这个直播时再解释,总之现在全市场都在盯着这个数据。只要这个数据继续升高,美股的压力就越大,反之美股就反弹甚至继续新高。所以美股指的短期方向就根据这个收益率来判断即可。当然简单点就用20日均线作为评估依据,这个是我认为最简单而高效的评估方式。 美债收益率代表着无风险利率,无风险利率升高会影响股票估值。譬如说,一个公司年净利润率10%,在无风险利率为零的市场,那它的估值就会按10%的利润率来评估,但在无风险利率为3%的市场,那它的估值就会按10%-3%=7%的利润率来评估,从估值角度,后者比前者的估值少30%,那股价肯定会有影响的。 当下市场,是市场担忧通胀,预期美联储政策会转向所导致的应激反应。但当前根本未看到有任何政策层面上的转向,所以下跌幅度目前比较难评估。 所以当下策略层面的考虑更为重要。 首先仍有持仓股票的朋友,适当减仓。 第二,如果坚持长期看涨的朋友,请尽量持有传统道指类的股票,新科技类股票暂回避,逻辑在年度前瞻帖子里说过,疫情修复后的道纳比价修复。 第三,打算做空的朋友,请使用期权,例如SPX的看跌期权或者股指期货期权等。说不定周末1.9万亿方案投票通过后,市场有所反弹,期权方式损失确定收益易放大。 最后,喜欢做对","images":[{"img":"https://static.tigerbbs.com/bd734dfde270e96a7e2f384139ab2a67","width":"532","height":"377"},{"img":"https://static.tigerbbs.com/4a1075e8f1cd7232dc72d01e04da174a","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/bc2aa71789a2cfcf865e5d47a2c104e9","width":"1269","height":"854"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368676367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362199978,"gmtCreate":1614604409694,"gmtModify":1703478734122,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362199978","repostId":"361817603","repostType":1,"repost":{"id":361817603,"gmtCreate":1614220094698,"gmtModify":1744960635887,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"芒格最新视频:比特币和特斯拉都不要,我选比亚迪","htmlText":"\n \n \n 在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,\n \n","listText":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。<a target=\"_blank\" href=\"https://laohu8.com/S/GBTC\">$比特币基金(GBTC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","text":"在《每日周报》年度股东大会上,伯克希尔哈撒韦公司和巴菲特的长期商业伙伴查理·芒格,接受了CNBC采访,对SPACs、WSB、比特币和特斯拉股价等发表了他的评论。$比特币基金(GBTC)$ $特斯拉(TSLA)$ $游戏驿站(GME)$比特币和特斯拉,我都不要!他在采访中表示自己也不知道是比特币价格达到5万美元更疯狂,还是特斯拉达到1万亿美元的完全摊薄企业价值更疯狂。他表示:“我不知道银行业未来会是什么样子,我也不知道支付系统未来将如何发展。但是我的确认为,一家经营良好的银行,对文明有着很大的贡献,世界各国的中央银行都喜欢控制自己的银行系统和自己的货币供应。因此,我不认为比特币最终会成为通行全世界的交易媒介,它的波动性太大,无法很好地扮演交易媒介的角色。而且它真的像是一种人为制造的黄金替代品。因为我从来不买黄金,所以我也不会购买比特币。”他称:“比特币让我想起了奥斯卡·王尔德(Oscar Wilde)关于猎狐的说法。他说这是一种‘沉默寡言的人追逐着不可吃的东西的做法’ 。对于比特币和特斯拉的对比,他借用作家塞缪尔·约翰逊的话称:“我无法决定跳蚤和虱子之间的优先级。我也不知道哪个情况更糟糕。这不是芒格第一次揶揄特斯拉和CEO马斯克。去年的公开发言中,当投资人提及芒格的原则之一是宁愿与智商为130但却认为自己的智商只有120的人共事,而不愿意与智商为150但却认为自己的智商高达170的人共事。芒格的立场并不令人意外,这位97岁高龄的投资者看重长线稳定,","images":[{"img":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361817603","isVote":1,"tweetType":2,"object":{"id":"2681abb37d614ee0aa94a18566228fc9","tweetId":"361817603","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/fb08f52d5285890814680351672/v.f30.mp4","poster":"https://static.tigerbbs.com/9ea804e6665e6ed99c6b15df092d7665"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362199066,"gmtCreate":1614604402955,"gmtModify":1703478733442,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362199066","repostId":"368545133","repostType":1,"repost":{"id":368545133,"gmtCreate":1614342217720,"gmtModify":1703476627398,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"为什么这次跳水不简单,深入聊聊美债,美股和通胀的关系","htmlText":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期,美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击,最重要的是这个变动</a> 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","listText":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 <a href=\"https://laohu8.com/TW/338364255\" target=\"_blank\">相比强烈的通胀预期,美股的开年黑其实算不了什么</a> <a href=\"https://laohu8.com/TW/336057536\" target=\"_blank\">国会遭受冲击,最重要的是这个变动</a> 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","text":"快速而猛烈的下跌,乃至于触发熔断,然后花上几个月的时间修复,这样灾难性的暴跌我们一般叫崩盘,股灾啥的,在当下的市场环境下,这个可能性我们都知道不大。 但如果说一场调整,持续2到3个月,每天涨涨跌跌,总体上跌的要比涨的多,甚至像本周这样连续的大跌反复出现,几个月下来,你的收益会少于周期开始的时候,这样的市场阶段我们怎么定义呢?不是股灾也不是崩盘,那就是中长期震荡回调期。 当10年美债利率攀升到1.5%以后,如果持续向上,美股会不会进入一个赚钱选股都相对更难的长期回调时期呢?所以这点上,我们得小心。避险的意识必须要有。 这次分享,我就主要聊一下,为什么这次美股大跌不能当成一次简单的回调看待。这次跳水不简单。 其实关于美债利率对美股的影响,我在年初大选的时候就已经开始预警了。 相比强烈的通胀预期,美股的开年黑其实算不了什么 国会遭受冲击,最重要的是这个变动 只是点位上,我预测10年美债收益率到1%的时候会出现美股的小调整,但没想到市场的风险情绪在拜登上台和民主党统一国会和白宫后,被短时间激发,疫情的负面影响也到了后期,在1个多月时间里美股连创新高,没有对1%的美债收益做任何反应,美股的估值也是在那个时候被悄悄拉大。 我们看一下标普的席勒市盈率走势,在今年年初是34.8倍。这个只是表面上的间接估值法的一个结果。 实际上你要这么看,这相当于,我们用大约35单位的价格购得了1单位的每股盈利。那么1/35得到的以标普每股盈利为收益的收益率为2.5%多。 那为什么说这个估值是在被拉高?我们得看下平准通胀率,也就是长期市场对未来的通胀率的预测。10","images":[{"img":"https://static.tigerbbs.com/8ff3fbb1fc92c3ad45ccb74beee9bbd7","width":"1245","height":"687"},{"img":"https://static.tigerbbs.com/bd734dfde270e96a7e2f384139ab2a67","width":"532","height":"377"},{"img":"https://static.tigerbbs.com/4674893cbdcc73f158470c94a3e1f9de","width":"838","height":"484"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368545133","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362190547,"gmtCreate":1614604361189,"gmtModify":1703478733103,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362190547","repostId":"362092572","repostType":1,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362190847,"gmtCreate":1614604340189,"gmtModify":1703478733272,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"哭了啊,等等开盘希望涨回来","listText":"哭了啊,等等开盘希望涨回来","text":"哭了啊,等等开盘希望涨回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362190847","isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366208967,"gmtCreate":1614482901559,"gmtModify":1703477754386,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"耐心等待,等待破产","listText":"耐心等待,等待破产","text":"耐心等待,等待破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366208967","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387863040,"gmtCreate":1613737019080,"gmtModify":1613737019080,"author":{"id":"3572410472774062","authorId":"3572410472774062","name":"HaoBEAN","avatar":"https://static.tigerbbs.com/c1bf37c348183b055d52a8ee05aab1e2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572410472774062","authorIdStr":"3572410472774062"},"themes":[],"htmlText":"确实","listText":"确实","text":"确实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387863040","repostId":"1141358493","repostType":4,"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}