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宸宸必胜
09-09 00:12
多谢博主提供信息
@小虎活动:【有奖活动】五大热门IPO齐发,你投谁一票?
宸宸必胜
08-03
这篇文章不错,转发给大家看看
@谋定后动:鱼咬钩了,但别急 2025年第31周|总第233期
宸宸必胜
07-31
240美元差不多
宸宸必胜
07-01
$蓝思科技(06613)$ 全球领先的消费电子及智能汽车精密制造商,2024年收入近700亿人民币,利润近37亿,行业地位稳固。每股17.38-18.18港元,入场费3672港元。 <br>
宸宸必胜
06-20
演都不演了,
宸宸必胜
06-04
$迈威尔科技(MRVL)$
难道要雄起了 ???有明白的指点下
[财迷]
宸宸必胜
06-04
$迈威尔科技(MRVL)$
没看到什么利好 怎么吃了个大肉
去老虎APP查看更多动态
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<a href=\"https://laohu8.com/S/KLAR\">$Klarna Group plc(KLAR)$</a> 欧洲“先买后付”支付巨头,计划募资12.7亿美元,估值或达140亿美元。曾经高达456亿美元的估值,在疫情后大幅回调,如今强势回归市场。一家来自瑞典的“先买后付”支付平台,拟在纽约证券交易所上市,发行价区间为每股35至37美元,总共发行3430万股,公司上市估值可达140亿美元,值得注意的是,Klarna在2021年估值曾高达456亿美元,后因市场调整一度跌至67亿美元,如今重返资本市场,颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所,由Winklevoss兄弟创立,拟在纳斯达克上市,发行约1667万股,定价区间为每股17至19美元,目标估值22亿美元,计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元,2025年上半年下降至6870万美元,净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌,主打美国年轻消费群体,计划在纳斯达克挂牌上市,代码为BRCB,发行约1470万股,定价区间为每股16至18美元,预计估值为8.61亿美元,募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","listText":"美股IPO热潮重燃,五家明星企业即将登陆资本市场!随着关税担忧缓解、市场情绪修复,美股迎来了9月至10月的IPO黄金窗口期。这个秋天,一大波潜力新股正在路上,而其中的“五大热门IPO”,你最看好哪一个?公司介绍 <a href=\"https://laohu8.com/S/KLAR\">$Klarna Group plc(KLAR)$</a> 欧洲“先买后付”支付巨头,计划募资12.7亿美元,估值或达140亿美元。曾经高达456亿美元的估值,在疫情后大幅回调,如今强势回归市场。一家来自瑞典的“先买后付”支付平台,拟在纽约证券交易所上市,发行价区间为每股35至37美元,总共发行3430万股,公司上市估值可达140亿美元,值得注意的是,Klarna在2021年估值曾高达456亿美元,后因市场调整一度跌至67亿美元,如今重返资本市场,颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所,由Winklevoss兄弟创立,拟在纳斯达克上市,发行约1667万股,定价区间为每股17至19美元,目标估值22亿美元,计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元,2025年上半年下降至6870万美元,净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌,主打美国年轻消费群体,计划在纳斯达克挂牌上市,代码为BRCB,发行约1470万股,定价区间为每股16至18美元,预计估值为8.61亿美元,募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","text":"美股IPO热潮重燃,五家明星企业即将登陆资本市场!随着关税担忧缓解、市场情绪修复,美股迎来了9月至10月的IPO黄金窗口期。这个秋天,一大波潜力新股正在路上,而其中的“五大热门IPO”,你最看好哪一个?公司介绍 $Klarna Group plc(KLAR)$ 欧洲“先买后付”支付巨头,计划募资12.7亿美元,估值或达140亿美元。曾经高达456亿美元的估值,在疫情后大幅回调,如今强势回归市场。一家来自瑞典的“先买后付”支付平台,拟在纽约证券交易所上市,发行价区间为每股35至37美元,总共发行3430万股,公司上市估值可达140亿美元,值得注意的是,Klarna在2021年估值曾高达456亿美元,后因市场调整一度跌至67亿美元,如今重返资本市场,颇具象征意义。 $Gemini Space Station, Inc.(GEMI)$ 加密货币交易所,由Winklevoss兄弟创立,拟在纳斯达克上市,发行约1667万股,定价区间为每股17至19美元,目标估值22亿美元,计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元,2025年上半年下降至6870万美元,净亏损则扩大至2.825亿美元。 $Black Rock Coffee Bar, Inc.(BRCB)$ 成长迅猛的连锁咖啡品牌,主打美国年轻消费群体,计划在纳斯达克挂牌上市,代码为BRCB,发行约1470万股,定价区间为每股16至18美元,预计估值为8.61亿美元,募资约2.65亿美元。$Figure","images":[{"img":"https://static.tigerbbs.com/4f719312e719f472c99186c292d00331","width":"1024","height":"1536"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476480239136968","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5435,"gmtBegin":1757333051625,"gmtEnd":1757602800100,"type":1,"upper":1,"title":"五大热门IPO”,你最看好哪一个?","choices":[{"id":18417,"sort":1,"name":"Klarna (KLAR)","userSize":24,"voted":false},{"id":18418,"sort":2,"name":"Gemini (GEMI)","userSize":32,"voted":false},{"id":18419,"sort":3,"name":" BRCB","userSize":5,"voted":false},{"id":18420,"sort":4,"name":"Figure 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2025年第31周|总第233期","htmlText":"美股上周原本风平浪静,谁料周五突遭重击,纳指重挫超 2%。罪魁祸首,是一份彻底“打脸”的就业数据:7月非农新增岗位仅 7.3 万,远低于市场底线(预期至少 10 万);更令人震惊的是,5月和6月的数据合计被大幅下修25.8万,原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下:本以为是“软着陆”中的温和降温,现在却开始担心,劳动力市场是不是早就从减速滑向失速?这是否意味着,美国经济的“增长神话”正面临破裂的拐点? 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%(32个月低点),U-6失业率或称“广义失业率”升至 7.9 %,显示更多人处于兼职、半失业或边缘状态; 除医疗与社会服务外,制造业、商业服务、政府岗位全面流失。 整体来看,就业市场正站在悬崖边缘,离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言,虽然现在还谈不上崩盘,但这种持续性的降温正在积聚压力,暗示问题早晚会爆发。 这份报告中唯一稍显安慰的,可能是薪资数据:7 月平均时薪环比增长 0.3%、同比增长 3.9%,略高于市场预期。但在投资者眼中,这更像是一个“落后指标”,在整体就业疲弱的大背景下,薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后,CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息,言辞近似于泼妇骂街了,这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到:若降息是因经济失速而非通胀好转,那么降息对股市并非是好事。 在这样风向突变的环境中,接下来的美股怎么看? 这里我结论先行:目前的美股没有大的系统性风险,这样的回调是健康的,美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了,现在看大盘跌点儿兴奋了起来。我要说:现在确实是有鱼咬钩","listText":"美股上周原本风平浪静,谁料周五突遭重击,纳指重挫超 2%。罪魁祸首,是一份彻底“打脸”的就业数据:7月非农新增岗位仅 7.3 万,远低于市场底线(预期至少 10 万);更令人震惊的是,5月和6月的数据合计被大幅下修25.8万,原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下:本以为是“软着陆”中的温和降温,现在却开始担心,劳动力市场是不是早就从减速滑向失速?这是否意味着,美国经济的“增长神话”正面临破裂的拐点? 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%(32个月低点),U-6失业率或称“广义失业率”升至 7.9 %,显示更多人处于兼职、半失业或边缘状态; 除医疗与社会服务外,制造业、商业服务、政府岗位全面流失。 整体来看,就业市场正站在悬崖边缘,离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言,虽然现在还谈不上崩盘,但这种持续性的降温正在积聚压力,暗示问题早晚会爆发。 这份报告中唯一稍显安慰的,可能是薪资数据:7 月平均时薪环比增长 0.3%、同比增长 3.9%,略高于市场预期。但在投资者眼中,这更像是一个“落后指标”,在整体就业疲弱的大背景下,薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后,CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息,言辞近似于泼妇骂街了,这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到:若降息是因经济失速而非通胀好转,那么降息对股市并非是好事。 在这样风向突变的环境中,接下来的美股怎么看? 这里我结论先行:目前的美股没有大的系统性风险,这样的回调是健康的,美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了,现在看大盘跌点儿兴奋了起来。我要说:现在确实是有鱼咬钩","text":"美股上周原本风平浪静,谁料周五突遭重击,纳指重挫超 2%。罪魁祸首,是一份彻底“打脸”的就业数据:7月非农新增岗位仅 7.3 万,远低于市场底线(预期至少 10 万);更令人震惊的是,5月和6月的数据合计被大幅下修25.8万,原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下:本以为是“软着陆”中的温和降温,现在却开始担心,劳动力市场是不是早就从减速滑向失速?这是否意味着,美国经济的“增长神话”正面临破裂的拐点? 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%(32个月低点),U-6失业率或称“广义失业率”升至 7.9 %,显示更多人处于兼职、半失业或边缘状态; 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怎么吃了个大肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442492141973688","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476547416503112,"gmtCreate":1757347979069,"gmtModify":1757347980933,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196942274101420","idStr":"4196942274101420"},"themes":[],"htmlText":"多谢博主提供信息","listText":"多谢博主提供信息","text":"多谢博主提供信息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476547416503112","repostId":"476480239136968","repostType":1,"repost":{"id":476480239136968,"gmtCreate":1757332111546,"gmtModify":1757373001955,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【有奖活动】五大热门IPO齐发,你投谁一票?","htmlText":"美股IPO热潮重燃,五家明星企业即将登陆资本市场!随着关税担忧缓解、市场情绪修复,美股迎来了9月至10月的IPO黄金窗口期。这个秋天,一大波潜力新股正在路上,而其中的“五大热门IPO”,你最看好哪一个?公司介绍 <a href=\"https://laohu8.com/S/KLAR\">$Klarna Group plc(KLAR)$</a> 欧洲“先买后付”支付巨头,计划募资12.7亿美元,估值或达140亿美元。曾经高达456亿美元的估值,在疫情后大幅回调,如今强势回归市场。一家来自瑞典的“先买后付”支付平台,拟在纽约证券交易所上市,发行价区间为每股35至37美元,总共发行3430万股,公司上市估值可达140亿美元,值得注意的是,Klarna在2021年估值曾高达456亿美元,后因市场调整一度跌至67亿美元,如今重返资本市场,颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所,由Winklevoss兄弟创立,拟在纳斯达克上市,发行约1667万股,定价区间为每股17至19美元,目标估值22亿美元,计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元,2025年上半年下降至6870万美元,净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌,主打美国年轻消费群体,计划在纳斯达克挂牌上市,代码为BRCB,发行约1470万股,定价区间为每股16至18美元,预计估值为8.61亿美元,募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","listText":"美股IPO热潮重燃,五家明星企业即将登陆资本市场!随着关税担忧缓解、市场情绪修复,美股迎来了9月至10月的IPO黄金窗口期。这个秋天,一大波潜力新股正在路上,而其中的“五大热门IPO”,你最看好哪一个?公司介绍 <a href=\"https://laohu8.com/S/KLAR\">$Klarna Group plc(KLAR)$</a> 欧洲“先买后付”支付巨头,计划募资12.7亿美元,估值或达140亿美元。曾经高达456亿美元的估值,在疫情后大幅回调,如今强势回归市场。一家来自瑞典的“先买后付”支付平台,拟在纽约证券交易所上市,发行价区间为每股35至37美元,总共发行3430万股,公司上市估值可达140亿美元,值得注意的是,Klarna在2021年估值曾高达456亿美元,后因市场调整一度跌至67亿美元,如今重返资本市场,颇具象征意义。 <a href=\"https://laohu8.com/S/GEMI\">$Gemini Space Station, Inc.(GEMI)$</a> 加密货币交易所,由Winklevoss兄弟创立,拟在纳斯达克上市,发行约1667万股,定价区间为每股17至19美元,目标估值22亿美元,计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元,2025年上半年下降至6870万美元,净亏损则扩大至2.825亿美元。 <a href=\"https://laohu8.com/S/BRCB\">$Black Rock Coffee Bar, Inc.(BRCB)$</a> 成长迅猛的连锁咖啡品牌,主打美国年轻消费群体,计划在纳斯达克挂牌上市,代码为BRCB,发行约1470万股,定价区间为每股16至18美元,预计估值为8.61亿美元,募资约2.65亿美元。<a href=\"https://laohu8.com/S/FIGR\">$Figure</a>","text":"美股IPO热潮重燃,五家明星企业即将登陆资本市场!随着关税担忧缓解、市场情绪修复,美股迎来了9月至10月的IPO黄金窗口期。这个秋天,一大波潜力新股正在路上,而其中的“五大热门IPO”,你最看好哪一个?公司介绍 $Klarna Group plc(KLAR)$ 欧洲“先买后付”支付巨头,计划募资12.7亿美元,估值或达140亿美元。曾经高达456亿美元的估值,在疫情后大幅回调,如今强势回归市场。一家来自瑞典的“先买后付”支付平台,拟在纽约证券交易所上市,发行价区间为每股35至37美元,总共发行3430万股,公司上市估值可达140亿美元,值得注意的是,Klarna在2021年估值曾高达456亿美元,后因市场调整一度跌至67亿美元,如今重返资本市场,颇具象征意义。 $Gemini Space Station, Inc.(GEMI)$ 加密货币交易所,由Winklevoss兄弟创立,拟在纳斯达克上市,发行约1667万股,定价区间为每股17至19美元,目标估值22亿美元,计划募资3.17亿美元。Gemini 2024年营收为1.42亿美元,2025年上半年下降至6870万美元,净亏损则扩大至2.825亿美元。 $Black Rock Coffee Bar, Inc.(BRCB)$ 成长迅猛的连锁咖啡品牌,主打美国年轻消费群体,计划在纳斯达克挂牌上市,代码为BRCB,发行约1470万股,定价区间为每股16至18美元,预计估值为8.61亿美元,募资约2.65亿美元。$Figure","images":[{"img":"https://static.tigerbbs.com/4f719312e719f472c99186c292d00331","width":"1024","height":"1536"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476480239136968","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5435,"gmtBegin":1757333051625,"gmtEnd":1757602800100,"type":1,"upper":1,"title":"五大热门IPO”,你最看好哪一个?","choices":[{"id":18417,"sort":1,"name":"Klarna (KLAR)","userSize":24,"voted":false},{"id":18418,"sort":2,"name":"Gemini (GEMI)","userSize":32,"voted":false},{"id":18419,"sort":3,"name":" BRCB","userSize":5,"voted":false},{"id":18420,"sort":4,"name":"Figure (FIGR)","userSize":114,"voted":false},{"id":18421,"sort":5,"name":"Legence (LGN)","userSize":10,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463595444556096,"gmtCreate":1754188181937,"gmtModify":1754188183485,"author":{"id":"4196942274101420","authorId":"4196942274101420","name":"宸宸必胜","avatar":"https://static.tigerbbs.com/e7b054fd148e56deb29cb94d10ee0436","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4196942274101420","idStr":"4196942274101420"},"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":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463595444556096","repostId":"463383443358120","repostType":1,"repost":{"id":463383443358120,"gmtCreate":1754136451364,"gmtModify":1754143418784,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556673506813374","idStr":"3556673506813374"},"themes":[],"title":"鱼咬钩了,但别急 2025年第31周|总第233期","htmlText":"美股上周原本风平浪静,谁料周五突遭重击,纳指重挫超 2%。罪魁祸首,是一份彻底“打脸”的就业数据:7月非农新增岗位仅 7.3 万,远低于市场底线(预期至少 10 万);更令人震惊的是,5月和6月的数据合计被大幅下修25.8万,原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下:本以为是“软着陆”中的温和降温,现在却开始担心,劳动力市场是不是早就从减速滑向失速?这是否意味着,美国经济的“增长神话”正面临破裂的拐点? 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%(32个月低点),U-6失业率或称“广义失业率”升至 7.9 %,显示更多人处于兼职、半失业或边缘状态; 除医疗与社会服务外,制造业、商业服务、政府岗位全面流失。 整体来看,就业市场正站在悬崖边缘,离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言,虽然现在还谈不上崩盘,但这种持续性的降温正在积聚压力,暗示问题早晚会爆发。 这份报告中唯一稍显安慰的,可能是薪资数据:7 月平均时薪环比增长 0.3%、同比增长 3.9%,略高于市场预期。但在投资者眼中,这更像是一个“落后指标”,在整体就业疲弱的大背景下,薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后,CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息,言辞近似于泼妇骂街了,这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到:若降息是因经济失速而非通胀好转,那么降息对股市并非是好事。 在这样风向突变的环境中,接下来的美股怎么看? 这里我结论先行:目前的美股没有大的系统性风险,这样的回调是健康的,美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了,现在看大盘跌点儿兴奋了起来。我要说:现在确实是有鱼咬钩","listText":"美股上周原本风平浪静,谁料周五突遭重击,纳指重挫超 2%。罪魁祸首,是一份彻底“打脸”的就业数据:7月非农新增岗位仅 7.3 万,远低于市场底线(预期至少 10 万);更令人震惊的是,5月和6月的数据合计被大幅下修25.8万,原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下:本以为是“软着陆”中的温和降温,现在却开始担心,劳动力市场是不是早就从减速滑向失速?这是否意味着,美国经济的“增长神话”正面临破裂的拐点? 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%(32个月低点),U-6失业率或称“广义失业率”升至 7.9 %,显示更多人处于兼职、半失业或边缘状态; 除医疗与社会服务外,制造业、商业服务、政府岗位全面流失。 整体来看,就业市场正站在悬崖边缘,离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言,虽然现在还谈不上崩盘,但这种持续性的降温正在积聚压力,暗示问题早晚会爆发。 这份报告中唯一稍显安慰的,可能是薪资数据:7 月平均时薪环比增长 0.3%、同比增长 3.9%,略高于市场预期。但在投资者眼中,这更像是一个“落后指标”,在整体就业疲弱的大背景下,薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后,CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息,言辞近似于泼妇骂街了,这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到:若降息是因经济失速而非通胀好转,那么降息对股市并非是好事。 在这样风向突变的环境中,接下来的美股怎么看? 这里我结论先行:目前的美股没有大的系统性风险,这样的回调是健康的,美股每次的回调都是黄金坑。 之前很多等回调的朋友盯得脖子都长了,现在看大盘跌点儿兴奋了起来。我要说:现在确实是有鱼咬钩","text":"美股上周原本风平浪静,谁料周五突遭重击,纳指重挫超 2%。罪魁祸首,是一份彻底“打脸”的就业数据:7月非农新增岗位仅 7.3 万,远低于市场底线(预期至少 10 万);更令人震惊的是,5月和6月的数据合计被大幅下修25.8万,原本看似稳健的增长瞬间变成几乎原地踏步。 市场的情绪也随之急转直下:本以为是“软着陆”中的温和降温,现在却开始担心,劳动力市场是不是早就从减速滑向失速?这是否意味着,美国经济的“增长神话”正面临破裂的拐点? 就业数据“面”与“点”同时崩 家庭调查就业骤减 26 万、劳动参与率跌至62.2%(32个月低点),U-6失业率或称“广义失业率”升至 7.9 %,显示更多人处于兼职、半失业或边缘状态; 除医疗与社会服务外,制造业、商业服务、政府岗位全面流失。 整体来看,就业市场正站在悬崖边缘,离全面恶化似乎只差临门一脚。Manpower 北美区总裁坦言,虽然现在还谈不上崩盘,但这种持续性的降温正在积聚压力,暗示问题早晚会爆发。 这份报告中唯一稍显安慰的,可能是薪资数据:7 月平均时薪环比增长 0.3%、同比增长 3.9%,略高于市场预期。但在投资者眼中,这更像是一个“落后指标”,在整体就业疲弱的大背景下,薪资的回升显得有些于事无补。 降息预期映射成衰退恐惧 数据公布后,CME上9月降息概率从38%一度飙至85%。 CME上一天之内降息概率暴涨近20% 特朗普则公开炮轰鲍威尔、要求立即大幅降息,言辞近似于泼妇骂街了,这加剧了市场对美联储货币政策不确定性的担忧。 投资者开始意识到:若降息是因经济失速而非通胀好转,那么降息对股市并非是好事。 在这样风向突变的环境中,接下来的美股怎么看? 这里我结论先行:目前的美股没有大的系统性风险,这样的回调是健康的,美股每次的回调都是黄金坑。 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