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石幽
07-30
$金嗓子(06896)$
短期小阳线也是可以改变趋势的,坚守住,稳定的升回来
石幽
07-15
$极智嘉-W(02590)$
据说耐克、沃尔玛仓库全用他家机器人,24年极智驾整体客户复购率高达约74.6%,关键客户复购率高达84.3%。这黏性比茅台还稳。
石幽
07-07
维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量
石幽
06-10
$地平线机器人-W(09660)$
地平线现在的估值是多少?
石幽
05-27
结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了
石幽
05-15
$顺丰同城(09699)$
达达年年亏损,美股市值都有40亿,顺丰同城至少要200亿吧!
石幽
04-22
谢谢分析
@Ivan_甘灿荣:美股短期只关注一个技术指标就好,美元指数的下跌才是关键
石幽
04-18
$地平线机器人-W(09660)$
智能驾驶行业竞争异常激烈,地平线凭借性价比优势在平价车型市场找到了突破口。平价车型对智能驾驶芯片需求大,但价格敏感度高,它得在保证性价比的同时,不断提升产品性能。随着市场份额逐步扩大,评级机构可能会给出更高评级,股价也有上升的可能
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据说耐克、沃尔玛仓库全用他家机器人,24年极智驾整体客户复购率高达约74.6%,关键客户复购率高达84.3%。这黏性比茅台还稳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456794758472056","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454067047973248,"gmtCreate":1751878306157,"gmtModify":1752717069828,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量","listText":"维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量","text":"维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454067047973248","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444467154202856,"gmtCreate":1749533962383,"gmtModify":1749533963513,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"<a 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地平线现在的估值是多少?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444467154202856","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439487255208296,"gmtCreate":1748315562452,"gmtModify":1748315564546,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了","listText":"结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了","text":"结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439487255208296","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435305332969848,"gmtCreate":1747285061252,"gmtModify":1747285243841,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"<a 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达达年年亏损,美股市值都有40亿,顺丰同城至少要200亿吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435305332969848","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427198416105952,"gmtCreate":1745319930631,"gmtModify":1745326603677,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"谢谢分析","listText":"谢谢分析","text":"谢谢分析","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427198416105952","repostId":"426800270200840","repostType":1,"repost":{"id":426800270200840,"gmtCreate":1745219452510,"gmtModify":1745314829850,"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":"美股短期只关注一个技术指标就好,美元指数的下跌才是关键","htmlText":"随着鲍威尔始终强调经济以及通胀的不确定性,不肯加速降息的“鹰派”言论。特朗普终于还是“忍不住”开始讨论他是否有权利“解雇”美联储主席。尽管实际操作上有一定难度,且鲍威尔任期也到明年结束,是否真的有必要“解雇”也是疑问,但总统政策与美联储货币政策上的“不配合”反应了关税政策背景下,市场的突发消息急速增加。以懂王的做事风格,哪天口头发个消息“解雇”美联储主席也不是不可能,从而使市场波动更为无序。 一、美元指数的贬值周期美元作为全球货币,除了美国自身的硬实力外,美联储的独立性也是重要的组成部分。而今特朗普上任后,美联储的独立性是否存在受到市场怀疑,美元指数的大幅下跌也一定程度反应这个问题。在没有降息预期的情况下,美元指数持续弱势显得十分奇怪,最少说明资本并不看好美元且有逃离美元市场的倾向,这种情况恐怕会持续一段时间,需要特朗普与美联储之间的关系稳定下来,美元才能更好地重拾升势,而这个过程恐怕要到美联储主席更换,也即明年5月份。 二、美股指仍处于熊市分水岭特朗普宣布暂缓关税90天后,让一度已经进入技术性熊市的美股指拉回到生死线边缘。随着多国的谈判深入,关税情况仍有较大变数。消息不确定,市场情绪就会放大,从而增加短期暴涨暴跌的可能。目前美股指走势仍在20月均线边缘,及20日均线之下,尚不能确定其是否企稳。不过使用20日均线跟踪可以省却判断消息面的麻烦,突破20日均线时咱们再考虑多头是否重新介入,现阶段可以买入短期的期权来试探行情的方向,因为当前行情波动大,期权金虽然略贵,但一旦行情出现极端波动,期权比期货和股票更容易风控,尤其是当下行情在熊市分水岭边缘,既买入看涨期权也买入看跌期权,只要行情快速走向某一边就能获利,若无事发生也仅损失期权金,最少这样风险是可控的。下周看看懂王有没有新增消息,市场情绪仍在,单周大涨大跌都不奇怪,短线交易注意严格","listText":"随着鲍威尔始终强调经济以及通胀的不确定性,不肯加速降息的“鹰派”言论。特朗普终于还是“忍不住”开始讨论他是否有权利“解雇”美联储主席。尽管实际操作上有一定难度,且鲍威尔任期也到明年结束,是否真的有必要“解雇”也是疑问,但总统政策与美联储货币政策上的“不配合”反应了关税政策背景下,市场的突发消息急速增加。以懂王的做事风格,哪天口头发个消息“解雇”美联储主席也不是不可能,从而使市场波动更为无序。 一、美元指数的贬值周期美元作为全球货币,除了美国自身的硬实力外,美联储的独立性也是重要的组成部分。而今特朗普上任后,美联储的独立性是否存在受到市场怀疑,美元指数的大幅下跌也一定程度反应这个问题。在没有降息预期的情况下,美元指数持续弱势显得十分奇怪,最少说明资本并不看好美元且有逃离美元市场的倾向,这种情况恐怕会持续一段时间,需要特朗普与美联储之间的关系稳定下来,美元才能更好地重拾升势,而这个过程恐怕要到美联储主席更换,也即明年5月份。 二、美股指仍处于熊市分水岭特朗普宣布暂缓关税90天后,让一度已经进入技术性熊市的美股指拉回到生死线边缘。随着多国的谈判深入,关税情况仍有较大变数。消息不确定,市场情绪就会放大,从而增加短期暴涨暴跌的可能。目前美股指走势仍在20月均线边缘,及20日均线之下,尚不能确定其是否企稳。不过使用20日均线跟踪可以省却判断消息面的麻烦,突破20日均线时咱们再考虑多头是否重新介入,现阶段可以买入短期的期权来试探行情的方向,因为当前行情波动大,期权金虽然略贵,但一旦行情出现极端波动,期权比期货和股票更容易风控,尤其是当下行情在熊市分水岭边缘,既买入看涨期权也买入看跌期权,只要行情快速走向某一边就能获利,若无事发生也仅损失期权金,最少这样风险是可控的。下周看看懂王有没有新增消息,市场情绪仍在,单周大涨大跌都不奇怪,短线交易注意严格","text":"随着鲍威尔始终强调经济以及通胀的不确定性,不肯加速降息的“鹰派”言论。特朗普终于还是“忍不住”开始讨论他是否有权利“解雇”美联储主席。尽管实际操作上有一定难度,且鲍威尔任期也到明年结束,是否真的有必要“解雇”也是疑问,但总统政策与美联储货币政策上的“不配合”反应了关税政策背景下,市场的突发消息急速增加。以懂王的做事风格,哪天口头发个消息“解雇”美联储主席也不是不可能,从而使市场波动更为无序。 一、美元指数的贬值周期美元作为全球货币,除了美国自身的硬实力外,美联储的独立性也是重要的组成部分。而今特朗普上任后,美联储的独立性是否存在受到市场怀疑,美元指数的大幅下跌也一定程度反应这个问题。在没有降息预期的情况下,美元指数持续弱势显得十分奇怪,最少说明资本并不看好美元且有逃离美元市场的倾向,这种情况恐怕会持续一段时间,需要特朗普与美联储之间的关系稳定下来,美元才能更好地重拾升势,而这个过程恐怕要到美联储主席更换,也即明年5月份。 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 智能驾驶行业竞争异常激烈,地平线凭借性价比优势在平价车型市场找到了突破口。平价车型对智能驾驶芯片需求大,但价格敏感度高,它得在保证性价比的同时,不断提升产品性能。随着市场份额逐步扩大,评级机构可能会给出更高评级,股价也有上升的可能","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 智能驾驶行业竞争异常激烈,地平线凭借性价比优势在平价车型市场找到了突破口。平价车型对智能驾驶芯片需求大,但价格敏感度高,它得在保证性价比的同时,不断提升产品性能。随着市场份额逐步扩大,评级机构可能会给出更高评级,股价也有上升的可能","text":"$地平线机器人-W(09660)$ 智能驾驶行业竞争异常激烈,地平线凭借性价比优势在平价车型市场找到了突破口。平价车型对智能驾驶芯片需求大,但价格敏感度高,它得在保证性价比的同时,不断提升产品性能。随着市场份额逐步扩大,评级机构可能会给出更高评级,股价也有上升的可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425707884040896","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":425707884040896,"gmtCreate":1744942462974,"gmtModify":1744942851737,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 智能驾驶行业竞争异常激烈,地平线凭借性价比优势在平价车型市场找到了突破口。平价车型对智能驾驶芯片需求大,但价格敏感度高,它得在保证性价比的同时,不断提升产品性能。随着市场份额逐步扩大,评级机构可能会给出更高评级,股价也有上升的可能","listText":"<a 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据说耐克、沃尔玛仓库全用他家机器人,24年极智驾整体客户复购率高达约74.6%,关键客户复购率高达84.3%。这黏性比茅台还稳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456794758472056","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454067047973248,"gmtCreate":1751878306157,"gmtModify":1752717069828,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量","listText":"维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量","text":"维立志博的核心产品LBL-024,是全球首个冲进关键临床的4-1BB双抗,希望上市能让我感受到首个的含金量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454067047973248","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444467154202856,"gmtCreate":1749533962383,"gmtModify":1749533963513,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 地平线现在的估值是多少?","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 地平线现在的估值是多少?","text":"$地平线机器人-W(09660)$ 地平线现在的估值是多少?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444467154202856","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439487255208296,"gmtCreate":1748315562452,"gmtModify":1748315564546,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了","listText":"结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了","text":"结合维立志博这两年的技术进度和招股书里的募资用途,至少能再推进几条管线到关键节点,这些节点又能推动估值提升,有点良性循环的味道了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439487255208296","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435305332969848,"gmtCreate":1747285061252,"gmtModify":1747285243841,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 达达年年亏损,美股市值都有40亿,顺丰同城至少要200亿吧!","listText":"<a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 达达年年亏损,美股市值都有40亿,顺丰同城至少要200亿吧!","text":"$顺丰同城(09699)$ 达达年年亏损,美股市值都有40亿,顺丰同城至少要200亿吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435305332969848","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427198416105952,"gmtCreate":1745319930631,"gmtModify":1745326603677,"author":{"id":"4130491074501500","authorId":"4130491074501500","name":"石幽","avatar":"https://static.tigerbbs.com/35abfb387b646fb639e8a59226ec46e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4130491074501500","authorIdStr":"4130491074501500"},"themes":[],"htmlText":"谢谢分析","listText":"谢谢分析","text":"谢谢分析","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427198416105952","repostId":"426800270200840","repostType":1,"repost":{"id":426800270200840,"gmtCreate":1745219452510,"gmtModify":1745314829850,"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":"美股短期只关注一个技术指标就好,美元指数的下跌才是关键","htmlText":"随着鲍威尔始终强调经济以及通胀的不确定性,不肯加速降息的“鹰派”言论。特朗普终于还是“忍不住”开始讨论他是否有权利“解雇”美联储主席。尽管实际操作上有一定难度,且鲍威尔任期也到明年结束,是否真的有必要“解雇”也是疑问,但总统政策与美联储货币政策上的“不配合”反应了关税政策背景下,市场的突发消息急速增加。以懂王的做事风格,哪天口头发个消息“解雇”美联储主席也不是不可能,从而使市场波动更为无序。 一、美元指数的贬值周期美元作为全球货币,除了美国自身的硬实力外,美联储的独立性也是重要的组成部分。而今特朗普上任后,美联储的独立性是否存在受到市场怀疑,美元指数的大幅下跌也一定程度反应这个问题。在没有降息预期的情况下,美元指数持续弱势显得十分奇怪,最少说明资本并不看好美元且有逃离美元市场的倾向,这种情况恐怕会持续一段时间,需要特朗普与美联储之间的关系稳定下来,美元才能更好地重拾升势,而这个过程恐怕要到美联储主席更换,也即明年5月份。 二、美股指仍处于熊市分水岭特朗普宣布暂缓关税90天后,让一度已经进入技术性熊市的美股指拉回到生死线边缘。随着多国的谈判深入,关税情况仍有较大变数。消息不确定,市场情绪就会放大,从而增加短期暴涨暴跌的可能。目前美股指走势仍在20月均线边缘,及20日均线之下,尚不能确定其是否企稳。不过使用20日均线跟踪可以省却判断消息面的麻烦,突破20日均线时咱们再考虑多头是否重新介入,现阶段可以买入短期的期权来试探行情的方向,因为当前行情波动大,期权金虽然略贵,但一旦行情出现极端波动,期权比期货和股票更容易风控,尤其是当下行情在熊市分水岭边缘,既买入看涨期权也买入看跌期权,只要行情快速走向某一边就能获利,若无事发生也仅损失期权金,最少这样风险是可控的。下周看看懂王有没有新增消息,市场情绪仍在,单周大涨大跌都不奇怪,短线交易注意严格","listText":"随着鲍威尔始终强调经济以及通胀的不确定性,不肯加速降息的“鹰派”言论。特朗普终于还是“忍不住”开始讨论他是否有权利“解雇”美联储主席。尽管实际操作上有一定难度,且鲍威尔任期也到明年结束,是否真的有必要“解雇”也是疑问,但总统政策与美联储货币政策上的“不配合”反应了关税政策背景下,市场的突发消息急速增加。以懂王的做事风格,哪天口头发个消息“解雇”美联储主席也不是不可能,从而使市场波动更为无序。 一、美元指数的贬值周期美元作为全球货币,除了美国自身的硬实力外,美联储的独立性也是重要的组成部分。而今特朗普上任后,美联储的独立性是否存在受到市场怀疑,美元指数的大幅下跌也一定程度反应这个问题。在没有降息预期的情况下,美元指数持续弱势显得十分奇怪,最少说明资本并不看好美元且有逃离美元市场的倾向,这种情况恐怕会持续一段时间,需要特朗普与美联储之间的关系稳定下来,美元才能更好地重拾升势,而这个过程恐怕要到美联储主席更换,也即明年5月份。 二、美股指仍处于熊市分水岭特朗普宣布暂缓关税90天后,让一度已经进入技术性熊市的美股指拉回到生死线边缘。随着多国的谈判深入,关税情况仍有较大变数。消息不确定,市场情绪就会放大,从而增加短期暴涨暴跌的可能。目前美股指走势仍在20月均线边缘,及20日均线之下,尚不能确定其是否企稳。不过使用20日均线跟踪可以省却判断消息面的麻烦,突破20日均线时咱们再考虑多头是否重新介入,现阶段可以买入短期的期权来试探行情的方向,因为当前行情波动大,期权金虽然略贵,但一旦行情出现极端波动,期权比期货和股票更容易风控,尤其是当下行情在熊市分水岭边缘,既买入看涨期权也买入看跌期权,只要行情快速走向某一边就能获利,若无事发生也仅损失期权金,最少这样风险是可控的。下周看看懂王有没有新增消息,市场情绪仍在,单周大涨大跌都不奇怪,短线交易注意严格","text":"随着鲍威尔始终强调经济以及通胀的不确定性,不肯加速降息的“鹰派”言论。特朗普终于还是“忍不住”开始讨论他是否有权利“解雇”美联储主席。尽管实际操作上有一定难度,且鲍威尔任期也到明年结束,是否真的有必要“解雇”也是疑问,但总统政策与美联储货币政策上的“不配合”反应了关税政策背景下,市场的突发消息急速增加。以懂王的做事风格,哪天口头发个消息“解雇”美联储主席也不是不可能,从而使市场波动更为无序。 一、美元指数的贬值周期美元作为全球货币,除了美国自身的硬实力外,美联储的独立性也是重要的组成部分。而今特朗普上任后,美联储的独立性是否存在受到市场怀疑,美元指数的大幅下跌也一定程度反应这个问题。在没有降息预期的情况下,美元指数持续弱势显得十分奇怪,最少说明资本并不看好美元且有逃离美元市场的倾向,这种情况恐怕会持续一段时间,需要特朗普与美联储之间的关系稳定下来,美元才能更好地重拾升势,而这个过程恐怕要到美联储主席更换,也即明年5月份。 二、美股指仍处于熊市分水岭特朗普宣布暂缓关税90天后,让一度已经进入技术性熊市的美股指拉回到生死线边缘。随着多国的谈判深入,关税情况仍有较大变数。消息不确定,市场情绪就会放大,从而增加短期暴涨暴跌的可能。目前美股指走势仍在20月均线边缘,及20日均线之下,尚不能确定其是否企稳。不过使用20日均线跟踪可以省却判断消息面的麻烦,突破20日均线时咱们再考虑多头是否重新介入,现阶段可以买入短期的期权来试探行情的方向,因为当前行情波动大,期权金虽然略贵,但一旦行情出现极端波动,期权比期货和股票更容易风控,尤其是当下行情在熊市分水岭边缘,既买入看涨期权也买入看跌期权,只要行情快速走向某一边就能获利,若无事发生也仅损失期权金,最少这样风险是可控的。下周看看懂王有没有新增消息,市场情绪仍在,单周大涨大跌都不奇怪,短线交易注意严格","images":[{"img":"https://static.tigerbbs.com/fc212b88b31fd8d9e4752ebfb35377f6"},{"img":"https://static.tigerbbs.com/bea779425f43d729b68392b272f37dd0"},{"img":"https://static.tigerbbs.com/0d971e186642a5c4c4f6bbac79e8d31e"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426800270200840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}