婆罗门的个人主页 - 老虎社区

婆罗门

婆罗门

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IP属地：湖北

22关注

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6主题

0勋章

01-28

$英伟达(NVDA)$

01-21

华尔街太不给面子

美股异动 | 特朗普概念股表现不佳！DJT、Phunware均跌超13%

01-08

$纳指100ETF(QQQ)$ 逢低买进

2024-12-30

散户恐慌情绪很高

美股三大指数期货快速下挫，标普、纳指期货跌逾1%

2024-11-26

分析很棒

@读财报话新股:关于特朗普交易时间，请不要刻舟求剑！

2024-11-26

‌$阿斯麦(ASML)$ ‌上车的机会

2024-11-08

‌$阿斯麦(ASML)$ ‌这是什么节奏呀？特朗普要制裁ASML吗？

2024-10-03

‌$特斯拉(TSLA)$ ‌冲鸭

2024-05-09

马云在哪里？

马云20年前旧帖：电商最大的受益者应该是用户

2024-03-17

英伟达股票走起

抱歉，原内容已删除

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23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月21日，总统就职典礼后，特朗普概念股表现不佳，特朗普媒体科技集团、Phunware均跌超13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de800ca9f8134202f52d17d6bf763a34\" tg-width=\"440\" 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股三大指数期货快速下挫，标普、纳指期货跌逾1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2024-12-30 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，美股三大指数期货在盘前时段“跳水式”下挫。截至发稿，标普、纳指100指数期货快速跌逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33cca941262f9f112c4a28f2de18ff99\" tg-width=\"1406\" tg-height=\"655\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a68b5381471a16413a0b762cfd074ee\" tg-width=\"1406\" tg-height=\"646\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105142035","content_text":"周一，美股三大指数期货在盘前时段“跳水式”下挫。截至发稿，标普、纳指100指数期货快速跌逾1%。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1}},"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374879856132304,"gmtCreate":1732552672250,"gmtModify":1732552674133,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"分析很棒","listText":"分析很棒","text":"分析很棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374879856132304","repostId":"372251408617680","repostType":1,"repost":{"id":372251408617680,"gmtCreate":1731890836792,"gmtModify":1731897224687,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105541084439510","authorIdStr":"4105541084439510"},"themes":[],"title":"关于特朗普交易时间，请不要刻舟求剑！","htmlText":"特朗普赢得大选之后，华尔街开启又一轮特朗普交易时间 美股涨了、美债跌了、美元涨了、黄金跌了、比特币涨了，石油跌了！ 特朗普为何对市场有这么大影响？ 今天就来跟大家聊一聊特朗普交易 特朗普交易，通常指的是在唐纳德特朗普当选美国总统后，市场和投资者对其政策预期而进行了一系列投资交易 由于特朗普已经当过一次总统，而他两次执政的方针都差不多，都是美国优先回归常识的保守主义，着重强调减税，放松管制，征收关税和加强移民管控 所以我们不妨以史为鉴，先复盘一下上一次特朗普当选总统前后市场的表现 2016年，特朗普击败希拉里胜选的消息超出市场预期，并引发资产价格大幅波动 市场在胜选后1到2个月内出现了特朗普交易 彼时特朗普交易的本质，是对宽财政与贸易政策的预期 减税和放权等宽财政政策，有利于商业环境，所以当时资本市场总体是欢迎的，美股因此出现了大涨 同时政府支出扩大赤字的预期，通胀预期的升温也使得美债收益率出现了上升，美债价格下跌 总体上那段时间的金融市场呈现强美股，强美元，弱美债的特点，且美股中代表传统板块的道指跑赢了代表新兴科技板块的纳斯达克 因为特朗普支持制造业回流美国，让美国再次强大 如果说2016年那次是特朗普交易1.0，那现在市场正迎来特朗普交易2.0 那2.0会是1.0的简单复制吗？ 这个就未必了！！！ 金融市场常说历史虽然会重演，但并不会简单的重复，毕竟当下的市场环境和八年前不同，资产走势也未必会相同 比如美债，2016年美国是没有通胀的，美债收益率也处于低位，所以当特朗普上台之后，美债收益率出现一波急剧上涨 但这次呢，美债收益率原本就处于高位，向上大幅跃升的空间或许不是很大 再比如美股：2016年特朗普首次当选后，那时的美股连续涨了15个月，那这次市场会简单的复制吗？ 当然也未必，2016年11月标普500指数的点位才2200点附近，但现在标普点位已经来到6000点附近，这","listText":"特朗普赢得大选之后，华尔街开启又一轮特朗普交易时间 美股涨了、美债跌了、美元涨了、黄金跌了、比特币涨了，石油跌了！ 特朗普为何对市场有这么大影响？ 今天就来跟大家聊一聊特朗普交易 特朗普交易，通常指的是在唐纳德特朗普当选美国总统后，市场和投资者对其政策预期而进行了一系列投资交易 由于特朗普已经当过一次总统，而他两次执政的方针都差不多，都是美国优先回归常识的保守主义，着重强调减税，放松管制，征收关税和加强移民管控 所以我们不妨以史为鉴，先复盘一下上一次特朗普当选总统前后市场的表现 2016年，特朗普击败希拉里胜选的消息超出市场预期，并引发资产价格大幅波动 市场在胜选后1到2个月内出现了特朗普交易 彼时特朗普交易的本质，是对宽财政与贸易政策的预期 减税和放权等宽财政政策，有利于商业环境，所以当时资本市场总体是欢迎的，美股因此出现了大涨 同时政府支出扩大赤字的预期，通胀预期的升温也使得美债收益率出现了上升，美债价格下跌 总体上那段时间的金融市场呈现强美股，强美元，弱美债的特点，且美股中代表传统板块的道指跑赢了代表新兴科技板块的纳斯达克 因为特朗普支持制造业回流美国，让美国再次强大 如果说2016年那次是特朗普交易1.0，那现在市场正迎来特朗普交易2.0 那2.0会是1.0的简单复制吗？ 这个就未必了！！！ 金融市场常说历史虽然会重演，但并不会简单的重复，毕竟当下的市场环境和八年前不同，资产走势也未必会相同 比如美债，2016年美国是没有通胀的，美债收益率也处于低位，所以当特朗普上台之后，美债收益率出现一波急剧上涨 但这次呢，美债收益率原本就处于高位，向上大幅跃升的空间或许不是很大 再比如美股：2016年特朗普首次当选后，那时的美股连续涨了15个月，那这次市场会简单的复制吗？ 当然也未必，2016年11月标普500指数的点位才2200点附近，但现在标普点位已经来到6000点附近，这","text":"特朗普赢得大选之后，华尔街开启又一轮特朗普交易时间 美股涨了、美债跌了、美元涨了、黄金跌了、比特币涨了，石油跌了！ 特朗普为何对市场有这么大影响？ 今天就来跟大家聊一聊特朗普交易 特朗普交易，通常指的是在唐纳德特朗普当选美国总统后，市场和投资者对其政策预期而进行了一系列投资交易 由于特朗普已经当过一次总统，而他两次执政的方针都差不多，都是美国优先回归常识的保守主义，着重强调减税，放松管制，征收关税和加强移民管控 所以我们不妨以史为鉴，先复盘一下上一次特朗普当选总统前后市场的表现 2016年，特朗普击败希拉里胜选的消息超出市场预期，并引发资产价格大幅波动 市场在胜选后1到2个月内出现了特朗普交易 彼时特朗普交易的本质，是对宽财政与贸易政策的预期 减税和放权等宽财政政策，有利于商业环境，所以当时资本市场总体是欢迎的，美股因此出现了大涨 同时政府支出扩大赤字的预期，通胀预期的升温也使得美债收益率出现了上升，美债价格下跌 总体上那段时间的金融市场呈现强美股，强美元，弱美债的特点，且美股中代表传统板块的道指跑赢了代表新兴科技板块的纳斯达克 因为特朗普支持制造业回流美国，让美国再次强大 如果说2016年那次是特朗普交易1.0，那现在市场正迎来特朗普交易2.0 那2.0会是1.0的简单复制吗？ 这个就未必了！！！ 金融市场常说历史虽然会重演，但并不会简单的重复，毕竟当下的市场环境和八年前不同，资产走势也未必会相同 比如美债，2016年美国是没有通胀的，美债收益率也处于低位，所以当特朗普上台之后，美债收益率出现一波急剧上涨 但这次呢，美债收益率原本就处于高位，向上大幅跃升的空间或许不是很大 再比如美股：2016年特朗普首次当选后，那时的美股连续涨了15个月，那这次市场会简单的复制吗？ 当然也未必，2016年11月标普500指数的点位才2200点附近，但现在标普点位已经来到6000点附近，这","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372251408617680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374878924824624,"gmtCreate":1732552357686,"gmtModify":1732552359101,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"‌<a href=\"https://www.laohu8.com/S/ASML\">$阿斯麦(ASML)$ &nbsp;</a>‌上车的机会","listText":"‌<a href=\"https://www.laohu8.com/S/ASML\">$阿斯麦(ASML)$ 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‌这是什么节奏呀？特朗普要制裁ASML吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368807314411896","isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"content":"跟台积电一样制裁对华订单。不一样的是中国区销售比台积电比asml好一些。","text":"跟台积电一样制裁对华订单。不一样的是中国区销售比台积电比asml好一些。","html":"跟台积电一样制裁对华订单。不一样的是中国区销售比台积电比asml好一些。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356160383402256,"gmtCreate":1727962775708,"gmtModify":1727962859812,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌冲鸭","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌冲鸭","text":"‌$特斯拉(TSLA)$ ‌冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356160383402256","isVote":1,"tweetType":1,"viewCount":2787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303965873143904,"gmtCreate":1715230671407,"gmtModify":1715231165761,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"马云在哪里？","listText":"马云在哪里？","text":"马云在哪里？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303965873143904","repostId":"1195542029","repostType":2,"repost":{"id":"1195542029","kind":"news","pubTimestamp":1715229723,"share":"https://www.laohu8.com/m/news/1195542029?lang=&edition=full","pubTime":"2024-05-09 12:42","market":"hk","language":"zh","title":"马云20年前旧帖：电商最大的受益者应该是用户","url":"https://stock-news.laohu8.com/highlight/detail?id=1195542029","media":"新浪科技","summary":"这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。","content":"<html><head></head><body><p>　　马云20年前发在“淘江湖”论坛的一篇旧帖重新公开。</p><p style=\"text-align: start;\">　　这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。当时淘宝刚创立9个月，马云预判，2-3年内网上开店、网上购物、网上销售将会成为生活中很重要的一部分，电商将成为未来的新兴产业。</p><p style=\"text-align: start;\">　　淘宝在2003年总成交额仅为3400万元，两年后成交额突破80亿元，超过沃尔玛中国。到今天，我国网上零售额占社零总额的比重超过四分之一，连续11年成为全球最大网络零售市场。电商的兴起还带动了移动支付、快递物流等行业加速发展。</p><p style=\"text-align: start;\">　　对此，有网友留言感慨“马云20年前的大胆设想，如今已是稀松平常的现实”，也有网友评论“20年前淘宝定义了电商的形态，不光成就了自己，也成就了一个行业。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d19dd722f8901bdde373816a43c0ee\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"488\"/></p><p style=\"text-align: start;\">　　马云在帖子中谈到，淘宝诞生9个月来他几乎天天来论坛：“论坛给了我很多的快乐，也给了店小二们很多的机会去改进自己的工作。”此次淘江湖论坛重启，可以倾听到更多用户的声音，不断改进淘宝的产品和服务，与马云20年前的初衷吻合。</p><p style=\"text-align: start;\">　　马云还在帖子中表示，一个真正伟大杰出的电子商务网站，最大受益者应该是用户，最大的建设者也应该是用户。</p><p style=\"text-align: start;\">　　这篇20年前的旧帖，和马云今年4月10日在阿里内网发表的帖子遥相呼应。在《致改革 致创新》中，马云再次对电商发展形势作出判断：“三年后的电商肯定不是今天最热门的电商……重要的不是今天要赶上谁，而是想一想明天的电商应该如何提升消费体验。”</p><p style=\"text-align: start;\">　　淘宝创业过程中，马云也曾多次强调用户的重要性。去年，马云要求“回归淘宝、回归用户、回归互联网”，在《致改革 致创新》中，马云谈到：“这一年最核心的变化，不是去追赶自KPI，而是认清自己，重回客户价值轨道。”</p><p style=\"text-align: start;\">　　今年以来，淘宝在提升用户体验上动作频频，率先推出新疆包邮、缩短商家发货周期等多项举措。近日，天猫618宣布取消官方预售，商品均为现货，且从付款后至7月5日期间全程价保。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcbeab3bccdd7c6fb0007857f4a97f1\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"467\"/></p></body></html>","source":"sina_tech","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\" 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href=https://finance.sina.com.cn/tech/internet/2024-05-09/doc-inauraum9634086.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马云20年前发在“淘江湖”论坛的一篇旧帖重新公开。　　这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。当时淘宝刚创立9个月，马云预判，2-3年内网上开店、网上购物、网上销售将会成为生活中很重要的一部分，电商将成为未来的新兴产业。　　淘宝在2003年总成交额仅为3400万元，两年后成交额突破80亿元，超过沃尔玛中国。到今天，我国网上零售额占社零总额的比重超过四分之一，连续11年...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/internet/2024-05-09/doc-inauraum9634086.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/tech/internet/2024-05-09/doc-inauraum9634086.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195542029","content_text":"马云20年前发在“淘江湖”论坛的一篇旧帖重新公开。　　这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。当时淘宝刚创立9个月，马云预判，2-3年内网上开店、网上购物、网上销售将会成为生活中很重要的一部分，电商将成为未来的新兴产业。　　淘宝在2003年总成交额仅为3400万元，两年后成交额突破80亿元，超过沃尔玛中国。到今天，我国网上零售额占社零总额的比重超过四分之一，连续11年成为全球最大网络零售市场。电商的兴起还带动了移动支付、快递物流等行业加速发展。　　对此，有网友留言感慨“马云20年前的大胆设想，如今已是稀松平常的现实”，也有网友评论“20年前淘宝定义了电商的形态，不光成就了自己，也成就了一个行业。”　　马云在帖子中谈到，淘宝诞生9个月来他几乎天天来论坛：“论坛给了我很多的快乐，也给了店小二们很多的机会去改进自己的工作。”此次淘江湖论坛重启，可以倾听到更多用户的声音，不断改进淘宝的产品和服务，与马云20年前的初衷吻合。　　马云还在帖子中表示，一个真正伟大杰出的电子商务网站，最大受益者应该是用户，最大的建设者也应该是用户。　　这篇20年前的旧帖，和马云今年4月10日在阿里内网发表的帖子遥相呼应。在《致改革 致创新》中，马云再次对电商发展形势作出判断：“三年后的电商肯定不是今天最热门的电商……重要的不是今天要赶上谁，而是想一想明天的电商应该如何提升消费体验。”　　淘宝创业过程中，马云也曾多次强调用户的重要性。去年，马云要求“回归淘宝、回归用户、回归互联网”，在《致改革 致创新》中，马云谈到：“这一年最核心的变化，不是去追赶自KPI，而是认清自己，重回客户价值轨道。”　　今年以来，淘宝在提升用户体验上动作频频，率先推出新疆包邮、缩短商家发货周期等多项举措。近日，天猫618宣布取消官方预售，商品均为现货，且从付款后至7月5日期间全程价保。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285366321897640,"gmtCreate":1710675284485,"gmtModify":1710677624760,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"英伟达股票走起","listText":"英伟达股票走起","text":"英伟达股票走起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285366321897640","repostId":"2420105309","repostType":4,"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":368807314411896,"gmtCreate":1731078425737,"gmtModify":1731079972413,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"‌<a 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‌这是什么节奏呀？特朗普要制裁ASML吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368807314411896","isVote":1,"tweetType":1,"viewCount":3169,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4136939755042400","authorId":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4136939755042400","authorIdStr":"4136939755042400"},"content":"跟台积电一样制裁对华订单。不一样的是中国区销售比台积电比asml好一些。","text":"跟台积电一样制裁对华订单。不一样的是中国区销售比台积电比asml好一些。","html":"跟台积电一样制裁对华订单。不一样的是中国区销售比台积电比asml好一些。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356160383402256,"gmtCreate":1727962775708,"gmtModify":1727962859812,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"‌<a 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12:42","market":"hk","language":"zh","title":"马云20年前旧帖：电商最大的受益者应该是用户","url":"https://stock-news.laohu8.com/highlight/detail?id=1195542029","media":"新浪科技","summary":"这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。","content":"<html><head></head><body><p>　　马云20年前发在“淘江湖”论坛的一篇旧帖重新公开。</p><p style=\"text-align: start;\">　　这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。当时淘宝刚创立9个月，马云预判，2-3年内网上开店、网上购物、网上销售将会成为生活中很重要的一部分，电商将成为未来的新兴产业。</p><p style=\"text-align: start;\">　　淘宝在2003年总成交额仅为3400万元，两年后成交额突破80亿元，超过沃尔玛中国。到今天，我国网上零售额占社零总额的比重超过四分之一，连续11年成为全球最大网络零售市场。电商的兴起还带动了移动支付、快递物流等行业加速发展。</p><p style=\"text-align: start;\">　　对此，有网友留言感慨“马云20年前的大胆设想，如今已是稀松平常的现实”，也有网友评论“20年前淘宝定义了电商的形态，不光成就了自己，也成就了一个行业。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d19dd722f8901bdde373816a43c0ee\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"488\"/></p><p style=\"text-align: start;\">　　马云在帖子中谈到，淘宝诞生9个月来他几乎天天来论坛：“论坛给了我很多的快乐，也给了店小二们很多的机会去改进自己的工作。”此次淘江湖论坛重启，可以倾听到更多用户的声音，不断改进淘宝的产品和服务，与马云20年前的初衷吻合。</p><p style=\"text-align: start;\">　　马云还在帖子中表示，一个真正伟大杰出的电子商务网站，最大受益者应该是用户，最大的建设者也应该是用户。</p><p style=\"text-align: start;\">　　这篇20年前的旧帖，和马云今年4月10日在阿里内网发表的帖子遥相呼应。在《致改革 致创新》中，马云再次对电商发展形势作出判断：“三年后的电商肯定不是今天最热门的电商……重要的不是今天要赶上谁，而是想一想明天的电商应该如何提升消费体验。”</p><p style=\"text-align: start;\">　　淘宝创业过程中，马云也曾多次强调用户的重要性。去年，马云要求“回归淘宝、回归用户、回归互联网”，在《致改革 致创新》中，马云谈到：“这一年最核心的变化，不是去追赶自KPI，而是认清自己，重回客户价值轨道。”</p><p style=\"text-align: start;\">　　今年以来，淘宝在提升用户体验上动作频频，率先推出新疆包邮、缩短商家发货周期等多项举措。近日，天猫618宣布取消官方预售，商品均为现货，且从付款后至7月5日期间全程价保。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcbeab3bccdd7c6fb0007857f4a97f1\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"467\"/></p></body></html>","source":"sina_tech","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>马云20年前旧帖：电商最大的受益者应该是用户</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马云20年前旧帖：电商最大的受益者应该是用户\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-09 12:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/internet/2024-05-09/doc-inauraum9634086.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马云20年前发在“淘江湖”论坛的一篇旧帖重新公开。　　这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。当时淘宝刚创立9个月，马云预判，2-3年内网上开店、网上购物、网上销售将会成为生活中很重要的一部分，电商将成为未来的新兴产业。　　淘宝在2003年总成交额仅为3400万元，两年后成交额突破80亿元，超过沃尔玛中国。到今天，我国网上零售额占社零总额的比重超过四分之一，连续11年...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/internet/2024-05-09/doc-inauraum9634086.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/tech/internet/2024-05-09/doc-inauraum9634086.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195542029","content_text":"马云20年前发在“淘江湖”论坛的一篇旧帖重新公开。　　这篇题为《今天的淘宝》的帖子写于2004年2月29日，署名“风清扬”。当时淘宝刚创立9个月，马云预判，2-3年内网上开店、网上购物、网上销售将会成为生活中很重要的一部分，电商将成为未来的新兴产业。　　淘宝在2003年总成交额仅为3400万元，两年后成交额突破80亿元，超过沃尔玛中国。到今天，我国网上零售额占社零总额的比重超过四分之一，连续11年成为全球最大网络零售市场。电商的兴起还带动了移动支付、快递物流等行业加速发展。　　对此，有网友留言感慨“马云20年前的大胆设想，如今已是稀松平常的现实”，也有网友评论“20年前淘宝定义了电商的形态，不光成就了自己，也成就了一个行业。”　　马云在帖子中谈到，淘宝诞生9个月来他几乎天天来论坛：“论坛给了我很多的快乐，也给了店小二们很多的机会去改进自己的工作。”此次淘江湖论坛重启，可以倾听到更多用户的声音，不断改进淘宝的产品和服务，与马云20年前的初衷吻合。　　马云还在帖子中表示，一个真正伟大杰出的电子商务网站，最大受益者应该是用户，最大的建设者也应该是用户。　　这篇20年前的旧帖，和马云今年4月10日在阿里内网发表的帖子遥相呼应。在《致改革 致创新》中，马云再次对电商发展形势作出判断：“三年后的电商肯定不是今天最热门的电商……重要的不是今天要赶上谁，而是想一想明天的电商应该如何提升消费体验。”　　淘宝创业过程中，马云也曾多次强调用户的重要性。去年，马云要求“回归淘宝、回归用户、回归互联网”，在《致改革 致创新》中，马云谈到：“这一年最核心的变化，不是去追赶自KPI，而是认清自己，重回客户价值轨道。”　　今年以来，淘宝在提升用户体验上动作频频，率先推出新疆包邮、缩短商家发货周期等多项举措。近日，天猫618宣布取消官方预售，商品均为现货，且从付款后至7月5日期间全程价保。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397541413122648,"gmtCreate":1738078594597,"gmtModify":1738078637169,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"<a 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23:13","market":"us","language":"zh","title":"美股异动 | 特朗普概念股表现不佳！DJT、Phunware均跌超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120888710","media":"老虎资讯综合","summary":"1月21日，总统就职典礼后，特朗普概念股表现不佳，特朗普媒体科技集团、Phunware均跌超13%。","content":"<html><head></head><body><p>1月21日，总统就职典礼后，特朗普概念股表现不佳，特朗普媒体科技集团、Phunware均跌超13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de800ca9f8134202f52d17d6bf763a34\" tg-width=\"440\" tg-height=\"109\"/></p><p></p></body></html>","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>美股异动 | 特朗普概念股表现不佳！DJT、Phunware均跌超13%</title>\n<style 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23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月21日，总统就职典礼后，特朗普概念股表现不佳，特朗普媒体科技集团、Phunware均跌超13%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de800ca9f8134202f52d17d6bf763a34\" tg-width=\"440\" tg-height=\"109\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e0542e37d0d87e19800f805efe471cc2","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120888710","content_text":"1月21日，总统就职典礼后，特朗普概念股表现不佳，特朗普媒体科技集团、Phunware均跌超13%。","news_type":1,"symbols_score_info":{"DJT":1.1}},"isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390165390041176,"gmtCreate":1736290247119,"gmtModify":1736295960725,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 逢低买进","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> 逢低买进","text":"$纳指100ETF(QQQ)$ 逢低买进","images":[{"img":"https://static.tigerbbs.com/c2fe70759f0b3c7f7893a92866e6002c","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390165390041176","isVote":1,"tweetType":1,"viewCount":2439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":387176491778528,"gmtCreate":1735566967312,"gmtModify":1735566970746,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"散户恐慌情绪很高","listText":"散户恐慌情绪很高","text":"散户恐慌情绪很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387176491778528","repostId":"1105142035","repostType":4,"repost":{"id":"1105142035","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":1735566194,"share":"https://www.laohu8.com/m/news/1105142035?lang=&edition=full","pubTime":"2024-12-30 21:43","market":"us","language":"zh","title":"美股三大指数期货快速下挫，标普、纳指期货跌逾1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105142035","media":"老虎资讯综合","summary":"“跳水式”下挫。","content":"<html><head></head><body><p>周一，美股三大指数期货在盘前时段“跳水式”下挫。截至发稿，标普、纳指100指数期货快速跌逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33cca941262f9f112c4a28f2de18ff99\" tg-width=\"1406\" tg-height=\"655\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a68b5381471a16413a0b762cfd074ee\" tg-width=\"1406\" tg-height=\"646\"/></p></body></html>","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>美股三大指数期货快速下挫，标普、纳指期货跌逾1%</title>\n<style 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21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，美股三大指数期货在盘前时段“跳水式”下挫。截至发稿，标普、纳指100指数期货快速跌逾1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33cca941262f9f112c4a28f2de18ff99\" tg-width=\"1406\" tg-height=\"655\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a68b5381471a16413a0b762cfd074ee\" tg-width=\"1406\" tg-height=\"646\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ec3d0dd1f01bca738ed37472f7e72a","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105142035","content_text":"周一，美股三大指数期货在盘前时段“跳水式”下挫。截至发稿，标普、纳指100指数期货快速跌逾1%。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1}},"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374879856132304,"gmtCreate":1732552672250,"gmtModify":1732552674133,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"分析很棒","listText":"分析很棒","text":"分析很棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374879856132304","repostId":"372251408617680","repostType":1,"repost":{"id":372251408617680,"gmtCreate":1731890836792,"gmtModify":1731897224687,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105541084439510","authorIdStr":"4105541084439510"},"themes":[],"title":"关于特朗普交易时间，请不要刻舟求剑！","htmlText":"特朗普赢得大选之后，华尔街开启又一轮特朗普交易时间 美股涨了、美债跌了、美元涨了、黄金跌了、比特币涨了，石油跌了！ 特朗普为何对市场有这么大影响？ 今天就来跟大家聊一聊特朗普交易 特朗普交易，通常指的是在唐纳德特朗普当选美国总统后，市场和投资者对其政策预期而进行了一系列投资交易 由于特朗普已经当过一次总统，而他两次执政的方针都差不多，都是美国优先回归常识的保守主义，着重强调减税，放松管制，征收关税和加强移民管控 所以我们不妨以史为鉴，先复盘一下上一次特朗普当选总统前后市场的表现 2016年，特朗普击败希拉里胜选的消息超出市场预期，并引发资产价格大幅波动 市场在胜选后1到2个月内出现了特朗普交易 彼时特朗普交易的本质，是对宽财政与贸易政策的预期 减税和放权等宽财政政策，有利于商业环境，所以当时资本市场总体是欢迎的，美股因此出现了大涨 同时政府支出扩大赤字的预期，通胀预期的升温也使得美债收益率出现了上升，美债价格下跌 总体上那段时间的金融市场呈现强美股，强美元，弱美债的特点，且美股中代表传统板块的道指跑赢了代表新兴科技板块的纳斯达克 因为特朗普支持制造业回流美国，让美国再次强大 如果说2016年那次是特朗普交易1.0，那现在市场正迎来特朗普交易2.0 那2.0会是1.0的简单复制吗？ 这个就未必了！！！ 金融市场常说历史虽然会重演，但并不会简单的重复，毕竟当下的市场环境和八年前不同，资产走势也未必会相同 比如美债，2016年美国是没有通胀的，美债收益率也处于低位，所以当特朗普上台之后，美债收益率出现一波急剧上涨 但这次呢，美债收益率原本就处于高位，向上大幅跃升的空间或许不是很大 再比如美股：2016年特朗普首次当选后，那时的美股连续涨了15个月，那这次市场会简单的复制吗？ 当然也未必，2016年11月标普500指数的点位才2200点附近，但现在标普点位已经来到6000点附近，这","listText":"特朗普赢得大选之后，华尔街开启又一轮特朗普交易时间 美股涨了、美债跌了、美元涨了、黄金跌了、比特币涨了，石油跌了！ 特朗普为何对市场有这么大影响？ 今天就来跟大家聊一聊特朗普交易 特朗普交易，通常指的是在唐纳德特朗普当选美国总统后，市场和投资者对其政策预期而进行了一系列投资交易 由于特朗普已经当过一次总统，而他两次执政的方针都差不多，都是美国优先回归常识的保守主义，着重强调减税，放松管制，征收关税和加强移民管控 所以我们不妨以史为鉴，先复盘一下上一次特朗普当选总统前后市场的表现 2016年，特朗普击败希拉里胜选的消息超出市场预期，并引发资产价格大幅波动 市场在胜选后1到2个月内出现了特朗普交易 彼时特朗普交易的本质，是对宽财政与贸易政策的预期 减税和放权等宽财政政策，有利于商业环境，所以当时资本市场总体是欢迎的，美股因此出现了大涨 同时政府支出扩大赤字的预期，通胀预期的升温也使得美债收益率出现了上升，美债价格下跌 总体上那段时间的金融市场呈现强美股，强美元，弱美债的特点，且美股中代表传统板块的道指跑赢了代表新兴科技板块的纳斯达克 因为特朗普支持制造业回流美国，让美国再次强大 如果说2016年那次是特朗普交易1.0，那现在市场正迎来特朗普交易2.0 那2.0会是1.0的简单复制吗？ 这个就未必了！！！ 金融市场常说历史虽然会重演，但并不会简单的重复，毕竟当下的市场环境和八年前不同，资产走势也未必会相同 比如美债，2016年美国是没有通胀的，美债收益率也处于低位，所以当特朗普上台之后，美债收益率出现一波急剧上涨 但这次呢，美债收益率原本就处于高位，向上大幅跃升的空间或许不是很大 再比如美股：2016年特朗普首次当选后，那时的美股连续涨了15个月，那这次市场会简单的复制吗？ 当然也未必，2016年11月标普500指数的点位才2200点附近，但现在标普点位已经来到6000点附近，这","text":"特朗普赢得大选之后，华尔街开启又一轮特朗普交易时间 美股涨了、美债跌了、美元涨了、黄金跌了、比特币涨了，石油跌了！ 特朗普为何对市场有这么大影响？ 今天就来跟大家聊一聊特朗普交易 特朗普交易，通常指的是在唐纳德特朗普当选美国总统后，市场和投资者对其政策预期而进行了一系列投资交易 由于特朗普已经当过一次总统，而他两次执政的方针都差不多，都是美国优先回归常识的保守主义，着重强调减税，放松管制，征收关税和加强移民管控 所以我们不妨以史为鉴，先复盘一下上一次特朗普当选总统前后市场的表现 2016年，特朗普击败希拉里胜选的消息超出市场预期，并引发资产价格大幅波动 市场在胜选后1到2个月内出现了特朗普交易 彼时特朗普交易的本质，是对宽财政与贸易政策的预期 减税和放权等宽财政政策，有利于商业环境，所以当时资本市场总体是欢迎的，美股因此出现了大涨 同时政府支出扩大赤字的预期，通胀预期的升温也使得美债收益率出现了上升，美债价格下跌 总体上那段时间的金融市场呈现强美股，强美元，弱美债的特点，且美股中代表传统板块的道指跑赢了代表新兴科技板块的纳斯达克 因为特朗普支持制造业回流美国，让美国再次强大 如果说2016年那次是特朗普交易1.0，那现在市场正迎来特朗普交易2.0 那2.0会是1.0的简单复制吗？ 这个就未必了！！！ 金融市场常说历史虽然会重演，但并不会简单的重复，毕竟当下的市场环境和八年前不同，资产走势也未必会相同 比如美债，2016年美国是没有通胀的，美债收益率也处于低位，所以当特朗普上台之后，美债收益率出现一波急剧上涨 但这次呢，美债收益率原本就处于高位，向上大幅跃升的空间或许不是很大 再比如美股：2016年特朗普首次当选后，那时的美股连续涨了15个月，那这次市场会简单的复制吗？ 当然也未必，2016年11月标普500指数的点位才2200点附近，但现在标普点位已经来到6000点附近，这","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372251408617680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285366321897640,"gmtCreate":1710675284485,"gmtModify":1710677624760,"author":{"id":"4173159214153362","authorId":"4173159214153362","name":"婆罗门","avatar":"https://static.tigerbbs.com/ff85762287d0db440b9164081abb73f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4173159214153362","authorIdStr":"4173159214153362"},"themes":[],"htmlText":"英伟达股票走起","listText":"英伟达股票走起","text":"英伟达股票走起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285366321897640","repostId":"2420105309","repostType":4,"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}