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2021-05-16

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2021-05-26

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2021-09-23

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2021-12-27

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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615280075","repostId":"615205023","repostType":1,"repost":{"id":615205023,"gmtCreate":1652958329562,"gmtModify":1652967208676,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"不出所料，小米一季报很惨！","htmlText":"刚刚，小米发了一季报。在财报发布之前，小米堪称港股最惨巨头，股价从35.9港币，一口气跌至11元，中途没有像样的反弹，K线走势让投资者感到窒息：股价下跌，鬼故事不断，手机出货量断崖下跌的噩耗不断传来，如4月20日，Canalys发布的数据显示，今年一季度，全球智能手机出货量下跌11%，其中，小米的市场份额由14%下降至13%。各种数据显示，小米一季报“暴雷”已是板上钉钉。但实际的结果倒也没有太惨,今年一季度，小米总营收734亿元，同比下滑4.6%，市场预期为725亿:分业务来看，一季度智能手机营收458亿，同比下滑11.1%；IoT营收195亿，同比增长6.8%；互联网服务营收71亿，同比增长8.2%；其他业务营收10亿元，同比增长73%。从各项业务的增速来看，一季度出现全面降速：造成各项业务失速的主要原因也不难猜，主要是供应链短缺、国内疫情及全球经济深受通胀困扰。供应链问题持续已久，完全在市场预料之中，国内疫情和全球经济则超出市场预料。疫情问题，国内的投资者比较熟悉，不做过多介绍。全球经济方面，主要是通货膨胀居高不下，对消费者的支出构成危险。根据沃尔玛、塔吉特等零售商一季度财报，即使更为刚需的零售行业，在高通胀之下，也出现业绩滑坡，引发股价大跌。必需品尚且如此，何况对于可选消费的电子产品。根据苹果最新的季报显示，今年一季度，除美国以外还能保持19%的增长外，欧洲增速下滑至4.6%，日本连续2个季度负增长，大中华区也由两位数增速降至3.5%，世界其他地区更是录得6.7%的负增长！从苹果分区域的情况来看，高通胀对穷人的伤害更大！智能手机王者尚且要面临增速下滑风险，何况是小米。今年一季度，小米智能手机出货量为3850万部，同比大跌22.1%，降幅创2019年来的新低：虽然出货量断崖下跌，但小米手机的收入降幅只有11%，主要是这两年小米推进的高端化战略，出货量的下滑被更高的单价给","listText":"刚刚，小米发了一季报。在财报发布之前，小米堪称港股最惨巨头，股价从35.9港币，一口气跌至11元，中途没有像样的反弹，K线走势让投资者感到窒息：股价下跌，鬼故事不断，手机出货量断崖下跌的噩耗不断传来，如4月20日，Canalys发布的数据显示，今年一季度，全球智能手机出货量下跌11%，其中，小米的市场份额由14%下降至13%。各种数据显示，小米一季报“暴雷”已是板上钉钉。但实际的结果倒也没有太惨,今年一季度，小米总营收734亿元，同比下滑4.6%，市场预期为725亿:分业务来看，一季度智能手机营收458亿，同比下滑11.1%；IoT营收195亿，同比增长6.8%；互联网服务营收71亿，同比增长8.2%；其他业务营收10亿元，同比增长73%。从各项业务的增速来看，一季度出现全面降速：造成各项业务失速的主要原因也不难猜，主要是供应链短缺、国内疫情及全球经济深受通胀困扰。供应链问题持续已久，完全在市场预料之中，国内疫情和全球经济则超出市场预料。疫情问题，国内的投资者比较熟悉，不做过多介绍。全球经济方面，主要是通货膨胀居高不下，对消费者的支出构成危险。根据沃尔玛、塔吉特等零售商一季度财报，即使更为刚需的零售行业，在高通胀之下，也出现业绩滑坡，引发股价大跌。必需品尚且如此，何况对于可选消费的电子产品。根据苹果最新的季报显示，今年一季度，除美国以外还能保持19%的增长外，欧洲增速下滑至4.6%，日本连续2个季度负增长，大中华区也由两位数增速降至3.5%，世界其他地区更是录得6.7%的负增长！从苹果分区域的情况来看，高通胀对穷人的伤害更大！智能手机王者尚且要面临增速下滑风险，何况是小米。今年一季度，小米智能手机出货量为3850万部，同比大跌22.1%，降幅创2019年来的新低：虽然出货量断崖下跌，但小米手机的收入降幅只有11%，主要是这两年小米推进的高端化战略，出货量的下滑被更高的单价给","text":"刚刚，小米发了一季报。在财报发布之前，小米堪称港股最惨巨头，股价从35.9港币，一口气跌至11元，中途没有像样的反弹，K线走势让投资者感到窒息：股价下跌，鬼故事不断，手机出货量断崖下跌的噩耗不断传来，如4月20日，Canalys发布的数据显示，今年一季度，全球智能手机出货量下跌11%，其中，小米的市场份额由14%下降至13%。各种数据显示，小米一季报“暴雷”已是板上钉钉。但实际的结果倒也没有太惨,今年一季度，小米总营收734亿元，同比下滑4.6%，市场预期为725亿:分业务来看，一季度智能手机营收458亿，同比下滑11.1%；IoT营收195亿，同比增长6.8%；互联网服务营收71亿，同比增长8.2%；其他业务营收10亿元，同比增长73%。从各项业务的增速来看，一季度出现全面降速：造成各项业务失速的主要原因也不难猜，主要是供应链短缺、国内疫情及全球经济深受通胀困扰。供应链问题持续已久，完全在市场预料之中，国内疫情和全球经济则超出市场预料。疫情问题，国内的投资者比较熟悉，不做过多介绍。全球经济方面，主要是通货膨胀居高不下，对消费者的支出构成危险。根据沃尔玛、塔吉特等零售商一季度财报，即使更为刚需的零售行业，在高通胀之下，也出现业绩滑坡，引发股价大跌。必需品尚且如此，何况对于可选消费的电子产品。根据苹果最新的季报显示，今年一季度，除美国以外还能保持19%的增长外，欧洲增速下滑至4.6%，日本连续2个季度负增长，大中华区也由两位数增速降至3.5%，世界其他地区更是录得6.7%的负增长！从苹果分区域的情况来看，高通胀对穷人的伤害更大！智能手机王者尚且要面临增速下滑风险，何况是小米。今年一季度，小米智能手机出货量为3850万部，同比大跌22.1%，降幅创2019年来的新低：虽然出货量断崖下跌，但小米手机的收入降幅只有11%，主要是这两年小米推进的高端化战略，出货量的下滑被更高的单价给","images":[{"img":"https://static.tigerbbs.com/f4e66f97a58ae45667e146ae88eb575b","width":"632","height":"325"},{"img":"https://static.tigerbbs.com/536b10739ee02b544c6957bc2f954132","width":"632","height":"306"},{"img":"https://static.tigerbbs.com/467ffb6ce66358bf94a0f07d171eb90d","width":"632","height":"330"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615205023","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615217731,"gmtCreate":1652970285023,"gmtModify":1652970286124,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615217731","repostId":"615150297","repostType":1,"repost":{"id":615150297,"gmtCreate":1652849793585,"gmtModify":1652860435946,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"大跌11%史上最高，沃尔玛的问题出在哪里？","htmlText":"——为什么利润率对沃尔玛如此重要？ ——为什么事态恶化远远超过管理层预期？ <a href=\"https://laohu8.com/S/WMT\">$沃尔玛(WMT)$</a> 5月17日创下了单日最大跌幅-11.38%，起因是公布的截止于2022年4月30日的2023财年第一季度的财报。其中整体营收如预料般同比上升2.4%，也微超市场预期共识，但是利润指标，无论是运营利润还是EBITDA，均大大不及预期。从下面这张图可以很直观地看出来，沃尔玛如何在利润上让投资者失望的。 收入端上来看 沃尔玛线上电商业务的可比销售的贡献是-0.3%，而去年同期是3.6%。换句话说，在开放线下之后，对于生活用品，消费者更青睐的还是沃尔玛的线下商店 这个季度的交易单量于去年持平，所有的增长几乎都来自单票交易金额的增长（3%），也就是说，是通货膨胀带来的增长，而消费者尽管更多回归线下，但购买的欲望并没有增加，可能是因为沃尔玛的用户群体整体工资水平增长能超过通胀的比例并不高。还有一点山姆会员的收入其实是超预期的，尽管利润率也下降很多。会员制用户的增加，一定程度上也反应了用户对价格开始敏感。 国际端的收入更是不及预期，沃尔玛的财季是截止4月30日，中国市场的影响也不小。更重要的是，美元的升值直接让收入降低1个点。 利润端的影响更大 成本端由于通货膨胀的上升，库存水平上升到历史高位。虽然库存的周转天数依然保持良好，但是更贵的原材料、物流成本、贮存成本，显然沃尔玛没有办法很及时地传到下游，而会计上的“先进先出”的便宜原材料也都用完了，因此伤害了毛利率。 物流成本更高，管理层特指了两点，一个是燃料成本上升影响了供应链，另一个则是国际货运的货柜成本上升。前者自乌克兰战事以来，油价一直高企而持续影响；后者也因上海、深圳等重要的国际货运港口的影响。 电话会上有分析师特意问到，为什么在上个季度(22Q4)的电话会上","listText":"——为什么利润率对沃尔玛如此重要？ ——为什么事态恶化远远超过管理层预期？ <a href=\"https://laohu8.com/S/WMT\">$沃尔玛(WMT)$</a> 5月17日创下了单日最大跌幅-11.38%，起因是公布的截止于2022年4月30日的2023财年第一季度的财报。其中整体营收如预料般同比上升2.4%，也微超市场预期共识，但是利润指标，无论是运营利润还是EBITDA，均大大不及预期。从下面这张图可以很直观地看出来，沃尔玛如何在利润上让投资者失望的。 收入端上来看 沃尔玛线上电商业务的可比销售的贡献是-0.3%，而去年同期是3.6%。换句话说，在开放线下之后，对于生活用品，消费者更青睐的还是沃尔玛的线下商店 这个季度的交易单量于去年持平，所有的增长几乎都来自单票交易金额的增长（3%），也就是说，是通货膨胀带来的增长，而消费者尽管更多回归线下，但购买的欲望并没有增加，可能是因为沃尔玛的用户群体整体工资水平增长能超过通胀的比例并不高。还有一点山姆会员的收入其实是超预期的，尽管利润率也下降很多。会员制用户的增加，一定程度上也反应了用户对价格开始敏感。 国际端的收入更是不及预期，沃尔玛的财季是截止4月30日，中国市场的影响也不小。更重要的是，美元的升值直接让收入降低1个点。 利润端的影响更大 成本端由于通货膨胀的上升，库存水平上升到历史高位。虽然库存的周转天数依然保持良好，但是更贵的原材料、物流成本、贮存成本，显然沃尔玛没有办法很及时地传到下游，而会计上的“先进先出”的便宜原材料也都用完了，因此伤害了毛利率。 物流成本更高，管理层特指了两点，一个是燃料成本上升影响了供应链，另一个则是国际货运的货柜成本上升。前者自乌克兰战事以来，油价一直高企而持续影响；后者也因上海、深圳等重要的国际货运港口的影响。 电话会上有分析师特意问到，为什么在上个季度(22Q4)的电话会上","text":"——为什么利润率对沃尔玛如此重要？ ——为什么事态恶化远远超过管理层预期？ $沃尔玛(WMT)$ 5月17日创下了单日最大跌幅-11.38%，起因是公布的截止于2022年4月30日的2023财年第一季度的财报。其中整体营收如预料般同比上升2.4%，也微超市场预期共识，但是利润指标，无论是运营利润还是EBITDA，均大大不及预期。从下面这张图可以很直观地看出来，沃尔玛如何在利润上让投资者失望的。 收入端上来看 沃尔玛线上电商业务的可比销售的贡献是-0.3%，而去年同期是3.6%。换句话说，在开放线下之后，对于生活用品，消费者更青睐的还是沃尔玛的线下商店 这个季度的交易单量于去年持平，所有的增长几乎都来自单票交易金额的增长（3%），也就是说，是通货膨胀带来的增长，而消费者尽管更多回归线下，但购买的欲望并没有增加，可能是因为沃尔玛的用户群体整体工资水平增长能超过通胀的比例并不高。还有一点山姆会员的收入其实是超预期的，尽管利润率也下降很多。会员制用户的增加，一定程度上也反应了用户对价格开始敏感。 国际端的收入更是不及预期，沃尔玛的财季是截止4月30日，中国市场的影响也不小。更重要的是，美元的升值直接让收入降低1个点。 利润端的影响更大 成本端由于通货膨胀的上升，库存水平上升到历史高位。虽然库存的周转天数依然保持良好，但是更贵的原材料、物流成本、贮存成本，显然沃尔玛没有办法很及时地传到下游，而会计上的“先进先出”的便宜原材料也都用完了，因此伤害了毛利率。 物流成本更高，管理层特指了两点，一个是燃料成本上升影响了供应链，另一个则是国际货运的货柜成本上升。前者自乌克兰战事以来，油价一直高企而持续影响；后者也因上海、深圳等重要的国际货运港口的影响。 电话会上有分析师特意问到，为什么在上个季度(22Q4)的电话会上","images":[{"img":"https://static.tigerbbs.com/6a4127861e77793722be9b400bc0d7ee","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b90bb0f1c5d30a3c2fc730d091ca9d27","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/bacca805d62d2e1673055a99e29cb5a1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615150297","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615217564,"gmtCreate":1652970274058,"gmtModify":1652970275493,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615217564","repostId":"615325577","repostType":1,"repost":{"id":615325577,"gmtCreate":1652790837256,"gmtModify":1652796112404,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"SEA的Q1财报：卖出预期和买入事实","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 的Q1财报出炉，于外界此前看衰的情况不同，收入和利润指标均超预期，盘前也大涨13%，不过由于此前被市场超卖，今年以来仍下跌65%。 Q1单季收入29亿美元，同比增长64.4%，市场预期共识27.7亿美元； 毛利润11.7亿美元，同比增长81%，市场预期共识为9.9亿美元； 净亏损4.45亿美元，上年同期为3.20亿美元，市场预期亏损为6.59亿美元； EBITDA为5.099亿美元，与市场预期持平，上年同期盈利8810万美元。 电商业务总体不及预期，是扯了后腿的 单季营收为15亿美元，同比增长64.4%，低于市场预期共识的17亿美元； 总订单为19亿，同比增长71.3%，低于市场预期共识的20亿美元； 商品交易总额(GMV)为174亿美元，同比增长38.7%，低于市场预期的19.5亿美元； Sea的电商平台Shopee本季度最大的看点是高活跃度和毛利率的升高，而毛利率升高主要是由于广告和其他高毛利润的增值服务占比的增加。 同时，Shopee的App在东南亚和多地和巴西，都保持平均每月活跃用户和应用程序总花费时间方面排名第一，同时也是全球范围内2022Q1按下载量计算的购物类别中排名最高的应用程序。 对于Shopee的广受欢迎，投资者应该并不意外，而在此前<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> <a href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a> 等财报公布后，对线上电商行业的悲观预期，也让投资者提前预期了悲观情绪。 虽然","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 的Q1财报出炉，于外界此前看衰的情况不同，收入和利润指标均超预期，盘前也大涨13%，不过由于此前被市场超卖，今年以来仍下跌65%。 Q1单季收入29亿美元，同比增长64.4%，市场预期共识27.7亿美元； 毛利润11.7亿美元，同比增长81%，市场预期共识为9.9亿美元； 净亏损4.45亿美元，上年同期为3.20亿美元，市场预期亏损为6.59亿美元； EBITDA为5.099亿美元，与市场预期持平，上年同期盈利8810万美元。 电商业务总体不及预期，是扯了后腿的 单季营收为15亿美元，同比增长64.4%，低于市场预期共识的17亿美元； 总订单为19亿，同比增长71.3%，低于市场预期共识的20亿美元； 商品交易总额(GMV)为174亿美元，同比增长38.7%，低于市场预期的19.5亿美元； Sea的电商平台Shopee本季度最大的看点是高活跃度和毛利率的升高，而毛利率升高主要是由于广告和其他高毛利润的增值服务占比的增加。 同时，Shopee的App在东南亚和多地和巴西，都保持平均每月活跃用户和应用程序总花费时间方面排名第一，同时也是全球范围内2022Q1按下载量计算的购物类别中排名最高的应用程序。 对于Shopee的广受欢迎，投资者应该并不意外，而在此前<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、<a href=\"https://laohu8.com/S/SHOP\">$Shopify Inc(SHOP)$</a> <a href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a> 等财报公布后，对线上电商行业的悲观预期，也让投资者提前预期了悲观情绪。 虽然","text":"$Sea Ltd(SE)$ 的Q1财报出炉，于外界此前看衰的情况不同，收入和利润指标均超预期，盘前也大涨13%，不过由于此前被市场超卖，今年以来仍下跌65%。 Q1单季收入29亿美元，同比增长64.4%，市场预期共识27.7亿美元； 毛利润11.7亿美元，同比增长81%，市场预期共识为9.9亿美元； 净亏损4.45亿美元，上年同期为3.20亿美元，市场预期亏损为6.59亿美元； EBITDA为5.099亿美元，与市场预期持平，上年同期盈利8810万美元。 电商业务总体不及预期，是扯了后腿的 单季营收为15亿美元，同比增长64.4%，低于市场预期共识的17亿美元； 总订单为19亿，同比增长71.3%，低于市场预期共识的20亿美元； 商品交易总额(GMV)为174亿美元，同比增长38.7%，低于市场预期的19.5亿美元； Sea的电商平台Shopee本季度最大的看点是高活跃度和毛利率的升高，而毛利率升高主要是由于广告和其他高毛利润的增值服务占比的增加。 同时，Shopee的App在东南亚和多地和巴西，都保持平均每月活跃用户和应用程序总花费时间方面排名第一，同时也是全球范围内2022Q1按下载量计算的购物类别中排名最高的应用程序。 对于Shopee的广受欢迎，投资者应该并不意外，而在此前$亚马逊(AMZN)$ 、$Shopify Inc(SHOP)$ $MercadoLibre(MELI)$ 等财报公布后，对线上电商行业的悲观预期，也让投资者提前预期了悲观情绪。 虽然","images":[{"img":"https://static.tigerbbs.com/8259e593012acb71e64088f783bacb49","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c609c440a9f244af24dcc49dbbe3d4b5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b75ab7dae5bf21add9d91a71f2bc22f1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615325577","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615815748,"gmtCreate":1652878443384,"gmtModify":1652878444716,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"vv","listText":"vv","text":"vv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615815748","repostId":"1110835304","repostType":4,"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615321913,"gmtCreate":1652788546732,"gmtModify":1652788548234,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"xdj","listText":"xdj","text":"xdj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615321913","repostId":"1158814502","repostType":4,"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615020679,"gmtCreate":1652688858491,"gmtModify":1652688860370,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615020679","repostId":"612941546","repostType":1,"repost":{"id":612941546,"gmtCreate":1652152441388,"gmtModify":1744960815166,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【5月10日】 美股全线暴跌“触目惊心”，今天你选择坚守还是做空？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯，滞胀风险挥之不去，隔夜美股暴跌，拖累港股今早集体重挫，其中，科技股跌幅居前，恒生科技指数低开近6%。 成分股中，<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌13%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌12%，<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 和<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌10%，哔哩哔哩跌近10%，快手、阿里巴巴、美团跌超7%，腾讯、小米跌超4%。 美股市场 美股周一大幅收跌，道指重挫逾650点，标普500指数跌破4000点，纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨，10年期美债收益率一度突破3.2%。截至收盘，道指跌1.99%，纳指跌4.29%，标普500指数跌3.2%。 板块上，油气、银行、半导体和互联网科技板块集体重挫，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌3.32%市值一夜蒸发845亿美元，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超9%。 热门中概股周一收盘全线大跌，纳斯达克中国金龙指数收跌7.79%。<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 跌超25%，新东方、法拉第未来跌超16%，水滴","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯，滞胀风险挥之不去，隔夜美股暴跌，拖累港股今早集体重挫，其中，科技股跌幅居前，恒生科技指数低开近6%。 成分股中，<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌13%，<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌12%，<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 和<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌10%，哔哩哔哩跌近10%，快手、阿里巴巴、美团跌超7%，腾讯、小米跌超4%。 美股市场 美股周一大幅收跌，道指重挫逾650点，标普500指数跌破4000点，纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨，10年期美债收益率一度突破3.2%。截至收盘，道指跌1.99%，纳指跌4.29%，标普500指数跌3.2%。 板块上，油气、银行、半导体和互联网科技板块集体重挫，<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌3.32%市值一夜蒸发845亿美元，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超9%。 热门中概股周一收盘全线大跌，纳斯达克中国金龙指数收跌7.79%。<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 跌超25%，新东方、法拉第未来跌超16%，水滴","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯，滞胀风险挥之不去，隔夜美股暴跌，拖累港股今早集体重挫，其中，科技股跌幅居前，恒生科技指数低开近6%。 成分股中，$小鹏汽车-W(09868)$ 跌13%，$京东集团-SW(09618)$ 跌12%，$理想汽车-W(02015)$ 和$百度集团-SW(09888)$ 跌10%，哔哩哔哩跌近10%，快手、阿里巴巴、美团跌超7%，腾讯、小米跌超4%。 美股市场 美股周一大幅收跌，道指重挫逾650点，标普500指数跌破4000点，纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨，10年期美债收益率一度突破3.2%。截至收盘，道指跌1.99%，纳指跌4.29%，标普500指数跌3.2%。 板块上，油气、银行、半导体和互联网科技板块集体重挫，$苹果(AAPL)$ 跌3.32%市值一夜蒸发845亿美元，$特斯拉(TSLA)$ 跌超9%。 热门中概股周一收盘全线大跌，纳斯达克中国金龙指数收跌7.79%。$嘉楠科技(CAN)$ 跌超25%，新东方、法拉第未来跌超16%，水滴","images":[{"img":"https://static.tigerbbs.com/e8a2ad349ae0df3f34a89f28f3f11bb3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612941546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615020874,"gmtCreate":1652688829498,"gmtModify":1652688831003,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615020874","repostId":"616776649","repostType":1,"repost":{"id":616776649,"gmtCreate":1652060156281,"gmtModify":1652111878395,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/838c12f10c207f6cada72f676049e09c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476843710285521","authorIdStr":"3476843710285521"},"themes":[],"title":"5/8 妖孽的一周——市场继续走低？","htmlText":"Hello大家好，这里是九千君，希望大家周末过得愉快，母亲节快乐今天是周日，标准普尔 500 指数周五收盘下跌 -0.57%，道琼斯工业指数收盘下跌 -0.30%，纳斯达克 100 指数收盘下降-1.22%。周五上午，由于美国4月薪资报告的支持，股指短暂抹去了跌幅，并跳入正值。4月非农就业人数增长超过预期，工资压力放缓。看了一下SPY的K线，我可以很容易地看到我们的下一个目标价应该在400附近，那是填补缺口的地方，而我们已经非常接近这个水平了，所以我认为小幅反弹后应该还会继续回调，目前整体市场还没有反转的迹象，我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call，赌一下反弹，下周三CPI指数数据出来的时候，我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下：【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注（解锁完整Option/Stock Alert服务请咨询公众号：从九千到九千万）AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;收于157.68，自去年12月以来，AAPL一直在150-182的同一区间内交易，如果AAPL本月不能守住153，下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位，如果跌破，可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;收盘价为95.34，AMD未能守住财报后的跳空缺口，进入本周末后开始破位下跌。","listText":"Hello大家好，这里是九千君，希望大家周末过得愉快，母亲节快乐今天是周日，标准普尔 500 指数周五收盘下跌 -0.57%，道琼斯工业指数收盘下跌 -0.30%，纳斯达克 100 指数收盘下降-1.22%。周五上午，由于美国4月薪资报告的支持，股指短暂抹去了跌幅，并跳入正值。4月非农就业人数增长超过预期，工资压力放缓。看了一下SPY的K线，我可以很容易地看到我们的下一个目标价应该在400附近，那是填补缺口的地方，而我们已经非常接近这个水平了，所以我认为小幅反弹后应该还会继续回调，目前整体市场还没有反转的迹象，我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call，赌一下反弹，下周三CPI指数数据出来的时候，我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下：【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注（解锁完整Option/Stock Alert服务请咨询公众号：从九千到九千万）AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;收于157.68，自去年12月以来，AAPL一直在150-182的同一区间内交易，如果AAPL本月不能守住153，下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位，如果跌破，可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;收盘价为95.34，AMD未能守住财报后的跳空缺口，进入本周末后开始破位下跌。","text":"Hello大家好，这里是九千君，希望大家周末过得愉快，母亲节快乐今天是周日，标准普尔 500 指数周五收盘下跌 -0.57%，道琼斯工业指数收盘下跌 -0.30%，纳斯达克 100 指数收盘下降-1.22%。周五上午，由于美国4月薪资报告的支持，股指短暂抹去了跌幅，并跳入正值。4月非农就业人数增长超过预期，工资压力放缓。看了一下SPY的K线，我可以很容易地看到我们的下一个目标价应该在400附近，那是填补缺口的地方，而我们已经非常接近这个水平了，所以我认为小幅反弹后应该还会继续回调，目前整体市场还没有反转的迹象，我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call，赌一下反弹，下周三CPI指数数据出来的时候，我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下：【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注（解锁完整Option/Stock Alert服务请咨询公众号：从九千到九千万）AAPL$苹果(AAPL)$ 收于157.68，自去年12月以来，AAPL一直在150-182的同一区间内交易，如果AAPL本月不能守住153，下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位，如果跌破，可能会引发今年向138-141的下跌。AMD$AMD(AMD)$ 收盘价为95.34，AMD未能守住财报后的跳空缺口，进入本周末后开始破位下跌。","images":[{"img":"https://static.tigerbbs.com/6f8390ec987707d3b1bec45fe34959cd","width":"926","height":"533"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616776649","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615020384,"gmtCreate":1652688811848,"gmtModify":1652688813153,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615020384","repostId":"616776649","repostType":1,"repost":{"id":616776649,"gmtCreate":1652060156281,"gmtModify":1652111878395,"author":{"id":"3476843710285521","authorId":"3476843710285521","name":"从九千到九千万","avatar":"https://static.tigerbbs.com/838c12f10c207f6cada72f676049e09c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476843710285521","authorIdStr":"3476843710285521"},"themes":[],"title":"5/8 妖孽的一周——市场继续走低？","htmlText":"Hello大家好，这里是九千君，希望大家周末过得愉快，母亲节快乐今天是周日，标准普尔 500 指数周五收盘下跌 -0.57%，道琼斯工业指数收盘下跌 -0.30%，纳斯达克 100 指数收盘下降-1.22%。周五上午，由于美国4月薪资报告的支持，股指短暂抹去了跌幅，并跳入正值。4月非农就业人数增长超过预期，工资压力放缓。看了一下SPY的K线，我可以很容易地看到我们的下一个目标价应该在400附近，那是填补缺口的地方，而我们已经非常接近这个水平了，所以我认为小幅反弹后应该还会继续回调，目前整体市场还没有反转的迹象，我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call，赌一下反弹，下周三CPI指数数据出来的时候，我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下：【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注（解锁完整Option/Stock Alert服务请咨询公众号：从九千到九千万）AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;收于157.68，自去年12月以来，AAPL一直在150-182的同一区间内交易，如果AAPL本月不能守住153，下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位，如果跌破，可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;收盘价为95.34，AMD未能守住财报后的跳空缺口，进入本周末后开始破位下跌。","listText":"Hello大家好，这里是九千君，希望大家周末过得愉快，母亲节快乐今天是周日，标准普尔 500 指数周五收盘下跌 -0.57%，道琼斯工业指数收盘下跌 -0.30%，纳斯达克 100 指数收盘下降-1.22%。周五上午，由于美国4月薪资报告的支持，股指短暂抹去了跌幅，并跳入正值。4月非农就业人数增长超过预期，工资压力放缓。看了一下SPY的K线，我可以很容易地看到我们的下一个目标价应该在400附近，那是填补缺口的地方，而我们已经非常接近这个水平了，所以我认为小幅反弹后应该还会继续回调，目前整体市场还没有反转的迹象，我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call，赌一下反弹，下周三CPI指数数据出来的时候，我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下：【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注（解锁完整Option/Stock Alert服务请咨询公众号：从九千到九千万）AAPL<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;收于157.68，自去年12月以来，AAPL一直在150-182的同一区间内交易，如果AAPL本月不能守住153，下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位，如果跌破，可能会引发今年向138-141的下跌。AMD<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;收盘价为95.34，AMD未能守住财报后的跳空缺口，进入本周末后开始破位下跌。","text":"Hello大家好，这里是九千君，希望大家周末过得愉快，母亲节快乐今天是周日，标准普尔 500 指数周五收盘下跌 -0.57%，道琼斯工业指数收盘下跌 -0.30%，纳斯达克 100 指数收盘下降-1.22%。周五上午，由于美国4月薪资报告的支持，股指短暂抹去了跌幅，并跳入正值。4月非农就业人数增长超过预期，工资压力放缓。看了一下SPY的K线，我可以很容易地看到我们的下一个目标价应该在400附近，那是填补缺口的地方，而我们已经非常接近这个水平了，所以我认为小幅反弹后应该还会继续回调，目前整体市场还没有反转的迹象，我认为还是有更多的下行的空间。明天日内早盘我建议可以买一些spy或者科技股超跌的call，赌一下反弹，下周三CPI指数数据出来的时候，我认为还是会有抛售暴跌的风险。上周VIP期权收益表现如下：【腾讯文档】期权Performance Charthttps://docs.qq.com/sheet/DSmx2WUpSVm1ZZUd5上为完整的交易记录。个股点位关注（解锁完整Option/Stock Alert服务请咨询公众号：从九千到九千万）AAPL$苹果(AAPL)$ 收于157.68，自去年12月以来，AAPL一直在150-182的同一区间内交易，如果AAPL本月不能守住153，下一步就可能跌至150-145。本周看跌期权可以在153之下发挥作用。150是AAPL的一个重要支撑位，如果跌破，可能会引发今年向138-141的下跌。AMD$AMD(AMD)$ 收盘价为95.34，AMD未能守住财报后的跳空缺口，进入本周末后开始破位下跌。","images":[{"img":"https://static.tigerbbs.com/6f8390ec987707d3b1bec45fe34959cd","width":"926","height":"533"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616776649","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615020965,"gmtCreate":1652688733057,"gmtModify":1652688777176,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615020965","repostId":"612819352","repostType":1,"repost":{"id":612819352,"gmtCreate":1652261520204,"gmtModify":1652264385504,"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":"美股的熊市开始了吗？什么位置是底，何时会结束？","htmlText":"本文只分享一些数据和我对数据的看法，我的结论并非就准确，大家见仁见智做个参考。 首先我觉得，我们现在正处在美股罕见的熊市之中，这点毫无疑问。 市场的走势其实很有规律，当大多数人觉得这次美股暴跌来的猝不及防的时候，我们放眼到价格运行的大周期环境下就会发现，这只是美股例行调整中必不可少的一次，用我们中国话说就是：天行有常。 你可以把暴跌归因到通胀的飞涨失控，也可以归因为美联储的加息缩表，也可以归因到乌俄战争，但归根结底是，美股的调整时间到了： 从标普月线的买卖强弱指标RSI和STO来看，每7年就会出现一次调整周期，而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲，这次周期性的调整要远远小于2020年的那次股灾，看看纳指的调整，从顶部已经回落了20%，相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点，RIS指数来到了超跌区间里。但相比2020年RIS的跌幅，这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘，而是说在RSI和STO两个指标的调整空间和时间上，应该会不亚于2年前的那次崩盘，但即便如此，RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲，应该就是黎明前最黑暗的时间，我们相信，美股很可能会在短期出现一次反弹出逃的机会，但长期而言，熊市可能才刚刚开始，按照美股的运行规律，牛市的持续时间通常是熊市的五倍，按照这个规律来算，美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道，乌俄战争导致的通胀爆发，逼迫美联储大幅加息，利率的抬升对美股高估值形成压力，同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整，并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","listText":"本文只分享一些数据和我对数据的看法，我的结论并非就准确，大家见仁见智做个参考。 首先我觉得，我们现在正处在美股罕见的熊市之中，这点毫无疑问。 市场的走势其实很有规律，当大多数人觉得这次美股暴跌来的猝不及防的时候，我们放眼到价格运行的大周期环境下就会发现，这只是美股例行调整中必不可少的一次，用我们中国话说就是：天行有常。 你可以把暴跌归因到通胀的飞涨失控，也可以归因为美联储的加息缩表，也可以归因到乌俄战争，但归根结底是，美股的调整时间到了： 从标普月线的买卖强弱指标RSI和STO来看，每7年就会出现一次调整周期，而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲，这次周期性的调整要远远小于2020年的那次股灾，看看纳指的调整，从顶部已经回落了20%，相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点，RIS指数来到了超跌区间里。但相比2020年RIS的跌幅，这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘，而是说在RSI和STO两个指标的调整空间和时间上，应该会不亚于2年前的那次崩盘，但即便如此，RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲，应该就是黎明前最黑暗的时间，我们相信，美股很可能会在短期出现一次反弹出逃的机会，但长期而言，熊市可能才刚刚开始，按照美股的运行规律，牛市的持续时间通常是熊市的五倍，按照这个规律来算，美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道，乌俄战争导致的通胀爆发，逼迫美联储大幅加息，利率的抬升对美股高估值形成压力，同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整，并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","text":"本文只分享一些数据和我对数据的看法，我的结论并非就准确，大家见仁见智做个参考。 首先我觉得，我们现在正处在美股罕见的熊市之中，这点毫无疑问。 市场的走势其实很有规律，当大多数人觉得这次美股暴跌来的猝不及防的时候，我们放眼到价格运行的大周期环境下就会发现，这只是美股例行调整中必不可少的一次，用我们中国话说就是：天行有常。 你可以把暴跌归因到通胀的飞涨失控，也可以归因为美联储的加息缩表，也可以归因到乌俄战争，但归根结底是，美股的调整时间到了： 从标普月线的买卖强弱指标RSI和STO来看，每7年就会出现一次调整周期，而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲，这次周期性的调整要远远小于2020年的那次股灾，看看纳指的调整，从顶部已经回落了20%，相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点，RIS指数来到了超跌区间里。但相比2020年RIS的跌幅，这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘，而是说在RSI和STO两个指标的调整空间和时间上，应该会不亚于2年前的那次崩盘，但即便如此，RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲，应该就是黎明前最黑暗的时间，我们相信，美股很可能会在短期出现一次反弹出逃的机会，但长期而言，熊市可能才刚刚开始，按照美股的运行规律，牛市的持续时间通常是熊市的五倍，按照这个规律来算，美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道，乌俄战争导致的通胀爆发，逼迫美联储大幅加息，利率的抬升对美股高估值形成压力，同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整，并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","images":[{"img":"https://static.tigerbbs.com/95f4975ffe3ae669f5b13193b12aba24","width":"847","height":"698"},{"img":"https://static.tigerbbs.com/f64e4706ccc11bde0ebb635b6417f888","width":"663","height":"637"},{"img":"https://static.tigerbbs.com/db29db20e00f2d6a7e3e1e6f80a1191e","width":"1080","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612819352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615020031,"gmtCreate":1652688724023,"gmtModify":1652688725613,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615020031","repostId":"612006949","repostType":1,"repost":{"id":612006949,"gmtCreate":1652063764496,"gmtModify":1652069635020,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"周一是俄罗斯的重磅日子，市场可能出现新一轮波动","htmlText":"周一是俄罗斯的重磅日子，5月9日是俄罗斯卫国战争胜利日，且当日俄罗斯将会在首都莫斯科红场举行阅兵（该日子的重要性可类似于咱们中国国庆阅兵）。在常态年份咱们一般不过多关注，但目前俄乌冲突正处于胶着状态，且并无谈妥的迹象，因此该重要日子一般都会是秀肌肉甚至是重要表态的时候，因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言，其一是俄罗斯打算在5月9日谈判结束，宣布乌克兰特别军事行动取得大捷，鸣金收兵。目前来看该传言显然无法达到；其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击，若此传言属实，则再一次调动市场的战争情绪，那么油价涨、黄金涨、股市崩将再一次重演；其三是俄方在当日宣布特别军事行动所取得的“重大战果”，提振国内士气，向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限，但长期影响实为利多效应，毕竟欧美也不会示弱，造成战争持续且加剧。 一、对美股指的影响 &nbsp; 上周说过，若美国“软着陆”则“保股市，商品崩”；若“硬着陆”则“商品续涨，股市崩”。无论哪种路径，总有一类资产价格受到牵连。而从上周的走势看，美股指又到了下跌的边缘。 回看我前两周的帖子，标普颈线位置在4200附近，道指则在33000附近。现在两个指数均跌穿该颈线位置，如果没有暴力反弹远离该处，那么美股指就很难有好表现了。在大变局的时代下，避险是首位，有时候市场波动在某些消息的助推下，会远超预期的。 策略上，以标普为例，以20日均线作为跟踪止盈止损路线，在此线之下做空或对冲。此线之上则空头止盈，但也不着急做多，多看少动为佳。 二、对能源的影响 毫无疑问，战事升级提振战争情绪，能源价格看空就变得困难。由于各大投行均极力唱多油价，或许再一次发生逼仓行情也是可能，只不过波动会很大，大家要小心处理。跟踪策略上，10周均线仍是很好的跟踪均线，油价此轮上涨均未跌穿该线，因此（周五","listText":"周一是俄罗斯的重磅日子，5月9日是俄罗斯卫国战争胜利日，且当日俄罗斯将会在首都莫斯科红场举行阅兵（该日子的重要性可类似于咱们中国国庆阅兵）。在常态年份咱们一般不过多关注，但目前俄乌冲突正处于胶着状态，且并无谈妥的迹象，因此该重要日子一般都会是秀肌肉甚至是重要表态的时候，因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言，其一是俄罗斯打算在5月9日谈判结束，宣布乌克兰特别军事行动取得大捷，鸣金收兵。目前来看该传言显然无法达到；其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击，若此传言属实，则再一次调动市场的战争情绪，那么油价涨、黄金涨、股市崩将再一次重演；其三是俄方在当日宣布特别军事行动所取得的“重大战果”，提振国内士气，向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限，但长期影响实为利多效应，毕竟欧美也不会示弱，造成战争持续且加剧。 一、对美股指的影响 &nbsp; 上周说过，若美国“软着陆”则“保股市，商品崩”；若“硬着陆”则“商品续涨，股市崩”。无论哪种路径，总有一类资产价格受到牵连。而从上周的走势看，美股指又到了下跌的边缘。 回看我前两周的帖子，标普颈线位置在4200附近，道指则在33000附近。现在两个指数均跌穿该颈线位置，如果没有暴力反弹远离该处，那么美股指就很难有好表现了。在大变局的时代下，避险是首位，有时候市场波动在某些消息的助推下，会远超预期的。 策略上，以标普为例，以20日均线作为跟踪止盈止损路线，在此线之下做空或对冲。此线之上则空头止盈，但也不着急做多，多看少动为佳。 二、对能源的影响 毫无疑问，战事升级提振战争情绪，能源价格看空就变得困难。由于各大投行均极力唱多油价，或许再一次发生逼仓行情也是可能，只不过波动会很大，大家要小心处理。跟踪策略上，10周均线仍是很好的跟踪均线，油价此轮上涨均未跌穿该线，因此（周五","text":"周一是俄罗斯的重磅日子，5月9日是俄罗斯卫国战争胜利日，且当日俄罗斯将会在首都莫斯科红场举行阅兵（该日子的重要性可类似于咱们中国国庆阅兵）。在常态年份咱们一般不过多关注，但目前俄乌冲突正处于胶着状态，且并无谈妥的迹象，因此该重要日子一般都会是秀肌肉甚至是重要表态的时候，因此下周一很可能会决定未来一段时间的市场动向。 此前市场有很多传言，其一是俄罗斯打算在5月9日谈判结束，宣布乌克兰特别军事行动取得大捷，鸣金收兵。目前来看该传言显然无法达到；其二是俄方打算在5月9日升级乌克兰战争由局部打击变成全面出击，若此传言属实，则再一次调动市场的战争情绪，那么油价涨、黄金涨、股市崩将再一次重演；其三是俄方在当日宣布特别军事行动所取得的“重大战果”，提振国内士气，向欧美乌展示更多谈判的底气及底牌。若此情况可能对短期市场影响有限，但长期影响实为利多效应，毕竟欧美也不会示弱，造成战争持续且加剧。 一、对美股指的影响 上周说过，若美国“软着陆”则“保股市，商品崩”；若“硬着陆”则“商品续涨，股市崩”。无论哪种路径，总有一类资产价格受到牵连。而从上周的走势看，美股指又到了下跌的边缘。 回看我前两周的帖子，标普颈线位置在4200附近，道指则在33000附近。现在两个指数均跌穿该颈线位置，如果没有暴力反弹远离该处，那么美股指就很难有好表现了。在大变局的时代下，避险是首位，有时候市场波动在某些消息的助推下，会远超预期的。 策略上，以标普为例，以20日均线作为跟踪止盈止损路线，在此线之下做空或对冲。此线之上则空头止盈，但也不着急做多，多看少动为佳。 二、对能源的影响 毫无疑问，战事升级提振战争情绪，能源价格看空就变得困难。由于各大投行均极力唱多油价，或许再一次发生逼仓行情也是可能，只不过波动会很大，大家要小心处理。跟踪策略上，10周均线仍是很好的跟踪均线，油价此轮上涨均未跌穿该线，因此（周五","images":[{"img":"https://static.tigerbbs.com/052c14cf947f577dc4373de6fbe14b24","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3e7669d96dec5244dbe9366b57f3a9f8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/880b0bb388505f086a7501010a1275e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612006949","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612441304,"gmtCreate":1652487135108,"gmtModify":1652487137099,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612441304","repostId":"616512342","repostType":1,"repost":{"id":616512342,"gmtCreate":1651826470887,"gmtModify":1651970523513,"author":{"id":"4114929397130380","authorId":"4114929397130380","name":"众面","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114929397130380","authorIdStr":"4114929397130380"},"themes":[],"title":"我们是知乎游戏答主：打游戏，也可以很专业","htmlText":"作者｜马原编辑｜刘涵出品｜众面（ID：ZhongMian_ZM）二十年前，游戏对大多数人来说，还只是一种消遣、放松、杀时间的方式，并不用过于认真。随着互联网的发展和信息的流通，有一批普通玩家不满足于单纯“打个手瘾”那么简单，他们开始活跃在论坛，针对某一款游戏分享自己的经验和心得，这便是最早的游戏攻略。攻略使得玩家们去效仿、讨论和创新，除了获得更好的游戏体验之外，也逐渐学会从更多层次和角度去理解玩这件事。而在大型游戏赛事、职业战队、专业选手层出不穷的今天，打游戏已经不仅仅是一项娱乐，它同样需要用一颗专业的心去对待。王者荣耀新手适合用哪个角色？明白什么知识能让你在英雄联盟的段位直线上升？MacBook Air能带得动赛博朋克2077吗？种种面向普通玩家的问题等待被解答，关于游戏，人们想了解更多知识。Mr.Poker、尹天、WouldYouKindly，三个年轻人对玩都有着做学术般的钻研精神，一个微妙的走位，一个版本角色能力的更改，一款手机运行不同游戏时的耗电量……每一个细小的问题，都有上千字的文章来为广大读者来讲解。他们并非什么职业选手，他们是知乎游戏答主。从版本分析、赛事复盘到硬件测评，共有1386篇文章和1619个回答，专门研究普通玩家最想知道的问题。01尹天：做最极致的赛事解读2020年的那场英雄联盟全国比赛让尹天印象深刻。上路选的是“滑板鞋”，一个极容被打野抓的角色，但整场下来，打野却只去过上路两次，全部失败了。所有观众都一头雾水，“为什么不去上路gank？”比赛结束后，尹天仔细观看录像，他发现，对方打野共有6次机会去上路抓人，由于前两次分别靠选手个人意识和队友的帮助，成功规避。而对方打野还需要时间刷野发展经济，所以放弃了去上路的可能。分析下来，从全局战略来说，其实还有很多普通玩家看不到的地方。帮玩家从更多角度去理解一场比赛，这就是尹天做赛事复盘的意义所在。大学毕业前，","listText":"作者｜马原编辑｜刘涵出品｜众面（ID：ZhongMian_ZM）二十年前，游戏对大多数人来说，还只是一种消遣、放松、杀时间的方式，并不用过于认真。随着互联网的发展和信息的流通，有一批普通玩家不满足于单纯“打个手瘾”那么简单，他们开始活跃在论坛，针对某一款游戏分享自己的经验和心得，这便是最早的游戏攻略。攻略使得玩家们去效仿、讨论和创新，除了获得更好的游戏体验之外，也逐渐学会从更多层次和角度去理解玩这件事。而在大型游戏赛事、职业战队、专业选手层出不穷的今天，打游戏已经不仅仅是一项娱乐，它同样需要用一颗专业的心去对待。王者荣耀新手适合用哪个角色？明白什么知识能让你在英雄联盟的段位直线上升？MacBook Air能带得动赛博朋克2077吗？种种面向普通玩家的问题等待被解答，关于游戏，人们想了解更多知识。Mr.Poker、尹天、WouldYouKindly，三个年轻人对玩都有着做学术般的钻研精神，一个微妙的走位，一个版本角色能力的更改，一款手机运行不同游戏时的耗电量……每一个细小的问题，都有上千字的文章来为广大读者来讲解。他们并非什么职业选手，他们是知乎游戏答主。从版本分析、赛事复盘到硬件测评，共有1386篇文章和1619个回答，专门研究普通玩家最想知道的问题。01尹天：做最极致的赛事解读2020年的那场英雄联盟全国比赛让尹天印象深刻。上路选的是“滑板鞋”，一个极容被打野抓的角色，但整场下来，打野却只去过上路两次，全部失败了。所有观众都一头雾水，“为什么不去上路gank？”比赛结束后，尹天仔细观看录像，他发现，对方打野共有6次机会去上路抓人，由于前两次分别靠选手个人意识和队友的帮助，成功规避。而对方打野还需要时间刷野发展经济，所以放弃了去上路的可能。分析下来，从全局战略来说，其实还有很多普通玩家看不到的地方。帮玩家从更多角度去理解一场比赛，这就是尹天做赛事复盘的意义所在。大学毕业前，","text":"作者｜马原编辑｜刘涵出品｜众面（ID：ZhongMian_ZM）二十年前，游戏对大多数人来说，还只是一种消遣、放松、杀时间的方式，并不用过于认真。随着互联网的发展和信息的流通，有一批普通玩家不满足于单纯“打个手瘾”那么简单，他们开始活跃在论坛，针对某一款游戏分享自己的经验和心得，这便是最早的游戏攻略。攻略使得玩家们去效仿、讨论和创新，除了获得更好的游戏体验之外，也逐渐学会从更多层次和角度去理解玩这件事。而在大型游戏赛事、职业战队、专业选手层出不穷的今天，打游戏已经不仅仅是一项娱乐，它同样需要用一颗专业的心去对待。王者荣耀新手适合用哪个角色？明白什么知识能让你在英雄联盟的段位直线上升？MacBook Air能带得动赛博朋克2077吗？种种面向普通玩家的问题等待被解答，关于游戏，人们想了解更多知识。Mr.Poker、尹天、WouldYouKindly，三个年轻人对玩都有着做学术般的钻研精神，一个微妙的走位，一个版本角色能力的更改，一款手机运行不同游戏时的耗电量……每一个细小的问题，都有上千字的文章来为广大读者来讲解。他们并非什么职业选手，他们是知乎游戏答主。从版本分析、赛事复盘到硬件测评，共有1386篇文章和1619个回答，专门研究普通玩家最想知道的问题。01尹天：做最极致的赛事解读2020年的那场英雄联盟全国比赛让尹天印象深刻。上路选的是“滑板鞋”，一个极容被打野抓的角色，但整场下来，打野却只去过上路两次，全部失败了。所有观众都一头雾水，“为什么不去上路gank？”比赛结束后，尹天仔细观看录像，他发现，对方打野共有6次机会去上路抓人，由于前两次分别靠选手个人意识和队友的帮助，成功规避。而对方打野还需要时间刷野发展经济，所以放弃了去上路的可能。分析下来，从全局战略来说，其实还有很多普通玩家看不到的地方。帮玩家从更多角度去理解一场比赛，这就是尹天做赛事复盘的意义所在。大学毕业前，","images":[{"img":"https://static.tigerbbs.com/8fc5c9783e1fd945a20c5b455f76f7d8","width":"632","height":"420"},{"img":"https://static.tigerbbs.com/be7efc4cd16a42666fd1012737798300","width":"632","height":"422"},{"img":"https://static.tigerbbs.com/2839cc15f6efb50062b79e81728e2f43","width":"632","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616512342","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612443732,"gmtCreate":1652487090326,"gmtModify":1652487092270,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581652492343111","authorIdStr":"3581652492343111"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612443732","repostId":"616809975","repostType":1,"repost":{"id":616809975,"gmtCreate":1651636807953,"gmtModify":1744960813120,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月4日】等待联储会议结果，美股两连收高，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月4日讯，香港恒生指数开盘跌0.36%报21025.7点，恒生科技指数跌0.9%报4370.05点。京东集团跌2.3%，阿里巴巴跌1.8%，哔哩哔哩跌超4%。京东健康跌1.2%，遭刘强东减持。 美股市场 美股周二收高，主要股指连续第二个交易日上涨。美联储周三将公布货币政策会议决议，市场普遍预计该机构将实施20年来最激进的紧缩政策措施。前美联储高官称美联储打击高通胀的紧缩政策可能导致经济衰退。 截至收盘，道指涨67.29点，涨幅为0.20%，报33128.79点；纳指涨27.74点，涨幅为0.22%，报12563.76点；标普500指数涨20.10点，涨幅为0.48%，报4175.48点。 热门中概股周二收盘涨跌不一，纳斯达克中国金龙指数收跌0.16%。纳斯达克100指数的四只成份股中，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>跌近1.7%，<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>跌近1.9%，<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌逾0.2%，而<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a>涨近1.8%。其他个股中，<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>涨超3%，<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>、达达涨超2%，<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>涨2%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月4日讯，香港恒生指数开盘跌0.36%报21025.7点，恒生科技指数跌0.9%报4370.05点。京东集团跌2.3%，阿里巴巴跌1.8%，哔哩哔哩跌超4%。京东健康跌1.2%，遭刘强东减持。 美股市场 美股周二收高，主要股指连续第二个交易日上涨。美联储周三将公布货币政策会议决议，市场普遍预计该机构将实施20年来最激进的紧缩政策措施。前美联储高官称美联储打击高通胀的紧缩政策可能导致经济衰退。 截至收盘，道指涨67.29点，涨幅为0.20%，报33128.79点；纳指涨27.74点，涨幅为0.22%，报12563.76点；标普500指数涨20.10点，涨幅为0.48%，报4175.48点。 热门中概股周二收盘涨跌不一，纳斯达克中国金龙指数收跌0.16%。纳斯达克100指数的四只成份股中，<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>跌近1.7%，<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>跌近1.9%，<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>跌逾0.2%，而<a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a>涨近1.8%。其他个股中，<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>涨超3%，<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>、达达涨超2%，<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>涨2%，","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 5月4日讯，香港恒生指数开盘跌0.36%报21025.7点，恒生科技指数跌0.9%报4370.05点。京东集团跌2.3%，阿里巴巴跌1.8%，哔哩哔哩跌超4%。京东健康跌1.2%，遭刘强东减持。 美股市场 美股周二收高，主要股指连续第二个交易日上涨。美联储周三将公布货币政策会议决议，市场普遍预计该机构将实施20年来最激进的紧缩政策措施。前美联储高官称美联储打击高通胀的紧缩政策可能导致经济衰退。 截至收盘，道指涨67.29点，涨幅为0.20%，报33128.79点；纳指涨27.74点，涨幅为0.22%，报12563.76点；标普500指数涨20.10点，涨幅为0.48%，报4175.48点。 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