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大通爱赚钱

10-05

这篇文章不错，转发给大家看看

@聊投资的Vivian:消费者信心跌到 12 年低,股市却没崩:今晚核心 PCE 定音,一场"滞胀式"体检

大通爱赚钱

07-07

还能玩么$南方两倍做多海力士(07709)$

大通爱赚钱

06-12

$SpaceX(SPCX)$ 打卡，记录一下

大通爱赚钱

06-12

$南方两倍做多海力士(07709)$ 为啥呢

大通爱赚钱

06-12

这篇文章不错，转发给大家看看

@Athknal:$南方两倍做多海力士(07709)$ 大声跟我一起念：存为____！

大通爱赚钱

06-09

$南方两倍做多海力士(07709)$ 折损太多了，之前还不是这样，这还怎么玩

大通爱赚钱

06-09

$南方两倍做多海力士(07709)$ 折损太多了，之前还不是呀

大通爱赚钱

2024-03-18

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5.62%、创约 24 年新高);另一边,半导体设备和 Meta 等 AI 链走强,加上纽约联储主席 Williams 释放\"无需急于继续加息\"的信号,帮助指数从盘中低位回升。而市场最重要的等待项之一,是今晚的 8 月核心 PCE。先说这组分化,再说今晚这道关,最后说这背后的\"滞胀式\"担忧。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 一、信心弱、消费跌,AI 托底 先看被信心拖累的一端。9 月谘商会消费者信心指数从 8 月的 88.6 降到 81.9、创 2014 年 4 月以来最低,大约是 12 年半低位,劳动力市场感受也在转差。盘面上,多只大型消费和零售股走弱——沃尔玛跌 1.78%、塔吉特跌 1.26%、百思买跌 1.29%、罗斯百货跌 1.13%、家得宝跌 0.64%。但要说清楚,板块并不是无差别下跌:数据公布后,消费可选和零售 ETF 整体甚至一度小幅收涨,塔吉特当天还有近 2000 款商品降价的自身催化。所以更准确的读法是:信心恶化压住了一部分大型消费股,但还不能说已经形成全板块的消费交易。 <a href=\"https://laohu8.com/S/WMT\">$沃尔玛(WMT)$</a> 再看托底的一端。真正","text":"隔夜美股只是小幅收跌(标普 −0.17%、纳指 −0.09%、道指 −0.26%),但盘面底下其实是三股力量在拉扯:一边是消费者信心跌到约 12 年半低位、长端美债继续冲高(10 年一度到 5.293%、创 2007 年以来最高,30 年一度到 5.62%、创约 24 年新高);另一边,半导体设备和 Meta 等 AI 链走强,加上纽约联储主席 Williams 释放\"无需急于继续加息\"的信号,帮助指数从盘中低位回升。而市场最重要的等待项之一,是今晚的 8 月核心 PCE。先说这组分化,再说今晚这道关,最后说这背后的\"滞胀式\"担忧。 $纳斯达克(.IXIC)$ $标普500ETF(SPY)$ $Meta Platforms, Inc.(META)$ 一、信心弱、消费跌,AI 托底 先看被信心拖累的一端。9 月谘商会消费者信心指数从 8 月的 88.6 降到 81.9、创 2014 年 4 月以来最低,大约是 12 年半低位,劳动力市场感受也在转差。盘面上,多只大型消费和零售股走弱——沃尔玛跌 1.78%、塔吉特跌 1.26%、百思买跌 1.29%、罗斯百货跌 1.13%、家得宝跌 0.64%。但要说清楚,板块并不是无差别下跌:数据公布后,消费可选和零售 ETF 整体甚至一度小幅收涨,塔吉特当天还有近 2000 款商品降价的自身催化。所以更准确的读法是:信心恶化压住了一部分大型消费股,但还不能说已经形成全板块的消费交易。 $沃尔玛(WMT)$ 再看托底的一端。真正","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613252978057832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583117955437536,"gmtCreate":1783394217863,"gmtModify":1783394219573,"author":{"id":"4151818603521672","authorId":"4151818603521672","name":"大通爱赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151818603521672","authorIdStr":"4151818603521672"},"themes":[],"title":"","htmlText":"还能玩么<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>&nbsp;","listText":"还能玩么<a 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打卡，记录一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574500459489880","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574394570118000,"gmtCreate":1781246928118,"gmtModify":1781248270144,"author":{"id":"4151818603521672","authorId":"4151818603521672","name":"大通爱赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151818603521672","authorIdStr":"4151818603521672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 为啥呢","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 为啥呢","text":"$南方两倍做多海力士(07709)$ 为啥呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574394570118000","isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574267553867776,"gmtCreate":1781215944047,"gmtModify":1781228565257,"author":{"id":"4151818603521672","authorId":"4151818603521672","name":"大通爱赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151818603521672","authorIdStr":"4151818603521672"},"themes":[],"title":"","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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574267553867776","repostId":"573600902215528","repostType":1,"repost":{"id":573600902215528,"gmtCreate":1781068933296,"gmtModify":1781070468981,"author":{"id":"4182666739434662","authorId":"4182666739434662","name":"Athknal","avatar":"https://static.tigerbbs.com/c124153352f3a49fdc6c5a2ec1b15c3e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182666739434662","authorIdStr":"4182666739434662"},"themes":[],"title":"","htmlText":"<a 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