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方新侠YY
06-12
$上美股份(02145)$
支持国产护肤品,618下单了
方新侠YY
06-10
$东阳光长江药业(01558)$
正常推进!条件1,3已达成!条件2也是顺理成章的事情了
方新侠YY
06-04
$子不语(02420)$
几时轮到你威一下呢
方新侠YY
06-03
$艾迪康控股(09860)$
行业复苏(特检增速60%+)+治理标杆(ESG权威认证)+政策红利(DRG驱动外包),叠加回购计划与机构背书,现价具备高赔率修复机会。关注半年报特检占比及回购执行进度。
方新侠YY
06-02
$东阳光长江药业(01558)$
Pharma重估,东阳光药研究院和长江药业吸收合并后可看500亿+
方新侠YY
05-21
$上美股份(02145)$
今年618数据继续火爆,希望618之前可以上百元
方新侠YY
05-19
$东阳光长江药业(01558)$
最近疫情又有起来的苗头,这个流感药龙头
方新侠YY
04-30
$东阳光长江药业(01558)$
与三生制药、Apollo Therapeutics等达成重磅授权协议,苯磺酸克立福替尼(白血病III期临床)等品种海外权益变现可期。
方新侠YY
04-29
这篇文章不错,转发给大家看看
@liukuang:非洲手机市场变天了!小米、realme轰开传音手机堡垒!
方新侠YY
04-29
$小米集团-W(01810)$
今天要突破了
方新侠YY
04-29
$艾迪康控股(09860)$
2024年肿瘤检测业务同比大增47%,特检收入五年复合增长率33%。AI技术深度融入精准医疗,驱动高毛利特检服务渗透率提升,长期增长逻辑明确。
方新侠YY
04-29
$上美股份(02145)$
这个绝对是趋势大牛股
方新侠YY
04-25
$子不语(02420)$
$跨境通(002640)$
跨境贸易便利化专项行动,4月24日在京启动。
方新侠YY
04-23
$东阳光长江药业(01558)$
牛逼,一直都在上涨!
方新侠YY
04-16
$瑞浦兰钧(00666)$
$宁德时代(300750)$
高工产业研究院(GGII)发布的数据显示,2024年全球储能锂电池出货量同比增超55%,其中,中国企业贡献了全球90%以上的产能,并首次包揽了TOP10榜单。
方新侠YY
04-13
$小鹏汽车(XPEV)$
全面反击了
方新侠YY
04-13
$荣利营造(09639)$
终于回到招股价了,这次吃肉了
方新侠YY
04-07
$上美股份(02145)$
今年核心逻辑是扩大内需,国产替代!
方新侠YY
04-01
$子不语(02420)$
财报数据爆表了,资金开始猛怼[开心]
方新侠YY
03-27
$泡泡玛特(09992)$
这个也太猛了
去老虎APP查看更多动态
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几时轮到你威一下呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442321133978432","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441857363980504,"gmtCreate":1748913814345,"gmtModify":1748913815725,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111461471939460","authorIdStr":"4111461471939460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09860\">$艾迪康控股(09860)$ </a> 行业复苏(特检增速60%+)+治理标杆(ESG权威认证)+政策红利(DRG驱动外包),叠加回购计划与机构背书,现价具备高赔率修复机会。关注半年报特检占比及回购执行进度。","listText":"<a href=\"https://laohu8.com/S/09860\">$艾迪康控股(09860)$ </a> 行业复苏(特检增速60%+)+治理标杆(ESG权威认证)+政策红利(DRG驱动外包),叠加回购计划与机构背书,现价具备高赔率修复机会。关注半年报特检占比及回购执行进度。","text":"$艾迪康控股(09860)$ 行业复苏(特检增速60%+)+治理标杆(ESG权威认证)+政策红利(DRG驱动外包),叠加回购计划与机构背书,现价具备高赔率修复机会。关注半年报特检占比及回购执行进度。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441857363980504","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441500359836032,"gmtCreate":1748827082538,"gmtModify":1748827083802,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111461471939460","authorIdStr":"4111461471939460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>Pharma重估,东阳光药研究院和长江药业吸收合并后可看500亿+","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a>Pharma重估,东阳光药研究院和长江药业吸收合并后可看500亿+","text":"$东阳光长江药业(01558)$ Pharma重估,东阳光药研究院和长江药业吸收合并后可看500亿+","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441500359836032","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437362974327584,"gmtCreate":1747790639263,"gmtModify":1747790640709,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111461471939460","authorIdStr":"4111461471939460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a> 今年618数据继续火爆,希望618之前可以上百元","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a> 今年618数据继续火爆,希望618之前可以上百元","text":"$上美股份(02145)$ 今年618数据继续火爆,希望618之前可以上百元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437362974327584","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436551459524736,"gmtCreate":1747615977889,"gmtModify":1747615979219,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111461471939460","authorIdStr":"4111461471939460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 最近疫情又有起来的苗头,这个流感药龙头","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 最近疫情又有起来的苗头,这个流感药龙头","text":"$东阳光长江药业(01558)$ 最近疫情又有起来的苗头,这个流感药龙头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436551459524736","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429944783188672,"gmtCreate":1745988657304,"gmtModify":1745988658864,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111461471939460","authorIdStr":"4111461471939460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 与三生制药、Apollo Therapeutics等达成重磅授权协议,苯磺酸克立福替尼(白血病III期临床)等品种海外权益变现可期。","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光长江药业(01558)$ </a> 与三生制药、Apollo Therapeutics等达成重磅授权协议,苯磺酸克立福替尼(白血病III期临床)等品种海外权益变现可期。","text":"$东阳光长江药业(01558)$ 与三生制药、Apollo Therapeutics等达成重磅授权协议,苯磺酸克立福替尼(白血病III期临床)等品种海外权益变现可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429944783188672","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429745984319656,"gmtCreate":1745888892998,"gmtModify":1745888894964,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111461471939460","authorIdStr":"4111461471939460"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429745984319656","repostId":"429201080460128","repostType":1,"repost":{"id":429201080460128,"gmtCreate":1745807709911,"gmtModify":1745810119555,"author":{"id":"3525313951201310","authorId":"3525313951201310","name":"liukuang","avatar":"https://static.tigerbbs.com/1e2e48e55ada1adf8c663ce8f5b526c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525313951201310","authorIdStr":"3525313951201310"},"themes":[],"title":"非洲手机市场变天了!小米、realme轰开传音手机堡垒!","htmlText":"在全球手机市场的激烈竞争版图中,曾凭借深耕非洲市场而独树一帜、稳坐“非洲手机之王” 宝座的传音手机,正面临内忧外患。 从2024年年报数据来看,传音控股全年实现营业收入687.15亿元,同比增长10.31%,归母净利润55.49亿元,同比仅增长0.22%,增收不增利的态势显著。其中,非洲市场作为其核心营收板块,贡献了227.19亿元营收,虽同比增长 2.97%,但毛利率降至28.59%。 明眼人都能看出,这一增收不增利的数据背后,是市场竞争加剧带来的残酷现实。 过度依赖单一市场 众所周知,传音控股主要产品为TECNO、itel和Infinix三大品牌手机,销售区域主要集中在非洲、南亚、东南亚、中东和拉美等全球新兴市场国家。 根据IDC数据统计,传音手机在非洲智能机市场的占有率超过40%,排名第一;在巴基斯坦智能机市场的占有率超过40%,排名第一;在孟加拉国智能机市场的占有率为29.2%,排名第一;在印度智能机市场的占有率为5.7%,排名第八。 凭借在海外新兴市场,特别是非洲市场的卓越表现,传音手机成功跻身全球手机品牌厂商前三甲。根据IDC数据统计,2024年传音控股在全球手机市场的占有率达到14.0%,在全球手机品牌厂商中排名第三。 然而,过度依赖单一市场,一旦该市场出现波动,传音控股将首当其冲受到影响。 在市场方面,非洲地区经济发展水平参差不齐,部分国家政治局势不稳定,汇率波动频繁,这些因素都会给传音的业务带来潜在风险。此外,非洲市场消费者购买力相对较低,对价格敏感度高,传音长期以来主打中低端市场,产品利润空间有限。 在技术方面,传音更多依赖的是本地化创新,在核心技术研发上投入相对不足。2024年全年,传音控股研发投入金额仅25.17亿元,研发投入占营业收入比例为3.66%,相比上年同期才上升0.04个百分点。 在全球5G 技术快速普及的当下,传音在 5G 手机研发与推广","listText":"在全球手机市场的激烈竞争版图中,曾凭借深耕非洲市场而独树一帜、稳坐“非洲手机之王” 宝座的传音手机,正面临内忧外患。 从2024年年报数据来看,传音控股全年实现营业收入687.15亿元,同比增长10.31%,归母净利润55.49亿元,同比仅增长0.22%,增收不增利的态势显著。其中,非洲市场作为其核心营收板块,贡献了227.19亿元营收,虽同比增长 2.97%,但毛利率降至28.59%。 明眼人都能看出,这一增收不增利的数据背后,是市场竞争加剧带来的残酷现实。 过度依赖单一市场 众所周知,传音控股主要产品为TECNO、itel和Infinix三大品牌手机,销售区域主要集中在非洲、南亚、东南亚、中东和拉美等全球新兴市场国家。 根据IDC数据统计,传音手机在非洲智能机市场的占有率超过40%,排名第一;在巴基斯坦智能机市场的占有率超过40%,排名第一;在孟加拉国智能机市场的占有率为29.2%,排名第一;在印度智能机市场的占有率为5.7%,排名第八。 凭借在海外新兴市场,特别是非洲市场的卓越表现,传音手机成功跻身全球手机品牌厂商前三甲。根据IDC数据统计,2024年传音控股在全球手机市场的占有率达到14.0%,在全球手机品牌厂商中排名第三。 然而,过度依赖单一市场,一旦该市场出现波动,传音控股将首当其冲受到影响。 在市场方面,非洲地区经济发展水平参差不齐,部分国家政治局势不稳定,汇率波动频繁,这些因素都会给传音的业务带来潜在风险。此外,非洲市场消费者购买力相对较低,对价格敏感度高,传音长期以来主打中低端市场,产品利润空间有限。 在技术方面,传音更多依赖的是本地化创新,在核心技术研发上投入相对不足。2024年全年,传音控股研发投入金额仅25.17亿元,研发投入占营业收入比例为3.66%,相比上年同期才上升0.04个百分点。 在全球5G 技术快速普及的当下,传音在 5G 手机研发与推广","text":"在全球手机市场的激烈竞争版图中,曾凭借深耕非洲市场而独树一帜、稳坐“非洲手机之王” 宝座的传音手机,正面临内忧外患。 从2024年年报数据来看,传音控股全年实现营业收入687.15亿元,同比增长10.31%,归母净利润55.49亿元,同比仅增长0.22%,增收不增利的态势显著。其中,非洲市场作为其核心营收板块,贡献了227.19亿元营收,虽同比增长 2.97%,但毛利率降至28.59%。 明眼人都能看出,这一增收不增利的数据背后,是市场竞争加剧带来的残酷现实。 过度依赖单一市场 众所周知,传音控股主要产品为TECNO、itel和Infinix三大品牌手机,销售区域主要集中在非洲、南亚、东南亚、中东和拉美等全球新兴市场国家。 根据IDC数据统计,传音手机在非洲智能机市场的占有率超过40%,排名第一;在巴基斯坦智能机市场的占有率超过40%,排名第一;在孟加拉国智能机市场的占有率为29.2%,排名第一;在印度智能机市场的占有率为5.7%,排名第八。 凭借在海外新兴市场,特别是非洲市场的卓越表现,传音手机成功跻身全球手机品牌厂商前三甲。根据IDC数据统计,2024年传音控股在全球手机市场的占有率达到14.0%,在全球手机品牌厂商中排名第三。 然而,过度依赖单一市场,一旦该市场出现波动,传音控股将首当其冲受到影响。 在市场方面,非洲地区经济发展水平参差不齐,部分国家政治局势不稳定,汇率波动频繁,这些因素都会给传音的业务带来潜在风险。此外,非洲市场消费者购买力相对较低,对价格敏感度高,传音长期以来主打中低端市场,产品利润空间有限。 在技术方面,传音更多依赖的是本地化创新,在核心技术研发上投入相对不足。2024年全年,传音控股研发投入金额仅25.17亿元,研发投入占营业收入比例为3.66%,相比上年同期才上升0.04个百分点。 在全球5G 技术快速普及的当下,传音在 5G 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作为新能源出行的基本保障,建设完善、稳定、高效的充电基础设施和能源服务体系,能够促进新能源产业发展。为提升不同场景下用户的充电效率和服务品质,能链智电构建起全品类、全场景的充电桩产品矩阵,覆盖交流慢充、普通快充、大功率快充等充电桩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/247041855352952","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":246392554561664,"gmtCreate":1701175681391,"gmtModify":1701175682475,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111461471939460","idStr":"4111461471939460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 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今天是反转信号了","text":"$中芯国际(00981)$ 今天是反转信号了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/417831359561840","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557434181732937","authorId":"3557434181732937","name":"古水","avatar":"https://static.tigerbbs.com/b46db271b621842927f499d5eecb908f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3557434181732937","idStr":"3557434181732937"},"content":"要涨了吗?利润下降啊","text":"要涨了吗?利润下降啊","html":"要涨了吗?利润下降啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332694304292976,"gmtCreate":1722230939037,"gmtModify":1722231065335,"author":{"id":"4111461471939460","authorId":"4111461471939460","name":"方新侠YY","avatar":"https://static.tigerbbs.com/9c047f61fcd0850109e2b3261bd2ddc4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111461471939460","idStr":"4111461471939460"},"themes":[],"htmlText":"一说起美联储或者加息降息的事儿,简中局域网里的阴谋论可谓是铺天盖地,诸如美联储是五大家族控制,整天在小房间里密谋怎么收割全世界;美联储是共济会控制的,以利息6%的货币剥削美国,让白宫以债养债无法摆脱其控制,等等等等。好像多造些摇就能让美帝衰落似的","listText":"一说起美联储或者加息降息的事儿,简中局域网里的阴谋论可谓是铺天盖地,诸如美联储是五大家族控制,整天在小房间里密谋怎么收割全世界;美联储是共济会控制的,以利息6%的货币剥削美国,让白宫以债养债无法摆脱其控制,等等等等。好像多造些摇就能让美帝衰落似的","text":"一说起美联储或者加息降息的事儿,简中局域网里的阴谋论可谓是铺天盖地,诸如美联储是五大家族控制,整天在小房间里密谋怎么收割全世界;美联储是共济会控制的,以利息6%的货币剥削美国,让白宫以债养债无法摆脱其控制,等等等等。好像多造些摇就能让美帝衰落似的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/332694304292976","repostId":"332668530032672","repostType":1,"repost":{"id":332668530032672,"gmtCreate":1722224685404,"gmtModify":1722301202858,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"【美股周记】2024年第30周——降息应对一二策","htmlText":"市场普遍共识美联储将在来临的9月开始降息,从而开启美股新一轮的降息周期。在降息周期中,作为散户投资者的我们应该如何因对布局? 靠谱的消息来源 做正确的投资决定,首先要有靠谱的消息来源。 一说起美联储或者加息降息的事儿,简中局域网里的阴谋论可谓是铺天盖地,诸如美联储是五大家族控制,整天在小房间里密谋怎么收割全世界;美联储是共济会控制的,以利息6%的货币剥削美国,让白宫以债养债无法摆脱其控制,等等等等。好像多造些摇就能让美帝衰落似的[笑哭]。 阴谋论嘛,都是一些不可证伪的故事,你也很难反驳它,但是却有那么一个网站,可以明明白白地用数字来反驳那些可笑的阴谋论。这就是CME上的FedWatch工具,在任何搜索引擎里输入FedWatch就能找到。 CME的数据可不是那个权威人士一拍脑袋的想法,主要基于美国国债期货市场的交易数据来生成市场对美联储货币政策的预期。具体来说,FEDWatch工具根据市场上交易的联邦基金利率期货合约价格,计算出市场预期的美联储加息概率。这些期货合约是根据市场对未来经济数据和美联储货币政策变化的预期而定价的。因此,这些合约的价格反映了市场参与者对美联储货币政策的预期,包括加息的可能性和时间点等。 FEDWatch工具在2003年推出以来,在预测美联储加息方面的准确率是挺高的。例如,在2022年,它预测到美联储将在12月份加息25个基点。FEDWatch工具的准确率通常在70%至90%之间。 目前FEDwatch预期7月份是不降息的,概率是96%;而9月份降息的概率已经是100%,其中降息25个基点(一码)的概率是85%,降息50个基点(两码)的概率是15%。 FEDwatch预测9月份降息概率 到12月份,降息50个基点(两码)的概率是30%,降息75个基点(三码)的概率已经高达60%了。 FEDwatch预测12月份降息概率 降息大局已定的背景下,美国经济走","listText":"市场普遍共识美联储将在来临的9月开始降息,从而开启美股新一轮的降息周期。在降息周期中,作为散户投资者的我们应该如何因对布局? 靠谱的消息来源 做正确的投资决定,首先要有靠谱的消息来源。 一说起美联储或者加息降息的事儿,简中局域网里的阴谋论可谓是铺天盖地,诸如美联储是五大家族控制,整天在小房间里密谋怎么收割全世界;美联储是共济会控制的,以利息6%的货币剥削美国,让白宫以债养债无法摆脱其控制,等等等等。好像多造些摇就能让美帝衰落似的[笑哭]。 阴谋论嘛,都是一些不可证伪的故事,你也很难反驳它,但是却有那么一个网站,可以明明白白地用数字来反驳那些可笑的阴谋论。这就是CME上的FedWatch工具,在任何搜索引擎里输入FedWatch就能找到。 CME的数据可不是那个权威人士一拍脑袋的想法,主要基于美国国债期货市场的交易数据来生成市场对美联储货币政策的预期。具体来说,FEDWatch工具根据市场上交易的联邦基金利率期货合约价格,计算出市场预期的美联储加息概率。这些期货合约是根据市场对未来经济数据和美联储货币政策变化的预期而定价的。因此,这些合约的价格反映了市场参与者对美联储货币政策的预期,包括加息的可能性和时间点等。 FEDWatch工具在2003年推出以来,在预测美联储加息方面的准确率是挺高的。例如,在2022年,它预测到美联储将在12月份加息25个基点。FEDWatch工具的准确率通常在70%至90%之间。 目前FEDwatch预期7月份是不降息的,概率是96%;而9月份降息的概率已经是100%,其中降息25个基点(一码)的概率是85%,降息50个基点(两码)的概率是15%。 FEDwatch预测9月份降息概率 到12月份,降息50个基点(两码)的概率是30%,降息75个基点(三码)的概率已经高达60%了。 FEDwatch预测12月份降息概率 降息大局已定的背景下,美国经济走","text":"市场普遍共识美联储将在来临的9月开始降息,从而开启美股新一轮的降息周期。在降息周期中,作为散户投资者的我们应该如何因对布局? 靠谱的消息来源 做正确的投资决定,首先要有靠谱的消息来源。 一说起美联储或者加息降息的事儿,简中局域网里的阴谋论可谓是铺天盖地,诸如美联储是五大家族控制,整天在小房间里密谋怎么收割全世界;美联储是共济会控制的,以利息6%的货币剥削美国,让白宫以债养债无法摆脱其控制,等等等等。好像多造些摇就能让美帝衰落似的[笑哭]。 阴谋论嘛,都是一些不可证伪的故事,你也很难反驳它,但是却有那么一个网站,可以明明白白地用数字来反驳那些可笑的阴谋论。这就是CME上的FedWatch工具,在任何搜索引擎里输入FedWatch就能找到。 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