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- LiangBing956LiangBing956
  ·03-24
  特朗普上台后，以特朗普为首的美国，操纵股市收割全球韭菜。据说老特家每天进账至少4亿刀！
  美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号
  就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。
  美伊谈判是真是假，至少华尔街已从特朗普引发的五分钟狂飙获得明确信号
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- LiangBing956LiangBing956
  ·2018-01-12
  看看最后这一棒谁来接……
  $中网载线(CNET)$ 好绿的一片韭菜呀！！！
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  看看最后这一棒谁来接……
- LiangBing956LiangBing956
  ·2018-01-12
  $中网载线(CNET)$ 谁跑最后谁站岗.........
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Social上表示放弃轰炸伊朗能源基础设施后仅几分钟，油价暴跌超过13%，美国国债收益率大幅下行，美股盘前大涨。</p><p>尽管不到一小时后，伊朗方面否认了特朗普关于谈判正在进行的说法，但这没有扭转周一市场的大体走势。分析指出，之所以市场表现如此，是因为在华尔街看来，传递出的信号非常明确：<strong>至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。</strong></p><p>有分析人士称，如果未来7到10天内无法解决问题，我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明，特朗普意识到实体经济可能面临“悬崖式下跌”的风险。</p><p>特朗普的举动引发了一波持续约五分钟的剧烈反弹，也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月，当时特朗普发动“美国对抗全球”的关税，将全球金融市场推至边缘，随后又迅速转向。</p><p>媒体援引知情人士称，与当时类似，特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者，避免在新一周开始时出现新一轮剧烈抛售。</p><p>周一美股开盘后，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数一度上涨2.2%、为5月以来最大涨幅，两年期美债收益率一度较高点狂泻22个基点至3.79%，布伦特原油暴跌、跌破每桶100美元，美元走弱，欧洲股债市场也由跌转涨并收高。</p><p><strong>然而，在表面之下，市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延，各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑，特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时，标普500涨幅已收窄至约1.2%，美债市场的涨势也有所回落。</strong></p><p>上述市场走势也凸显出，仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心，这已经不再完全由特朗普决定了，不像关税那样可以随时叫停，那些因为他对市场反应敏感而感到安心的人，可能判断失误。</p><p>在特朗普重返白宫的第一年，交易员逐渐形成一种预期：一旦政策引发市场大跌，他往往会迅速转向。这一现象被称为“TACO交易”（特朗普总会退缩），也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰，还是抨击美联储。</p><p>但对伊朗的战争削弱了这种信念。过去几周，冲突持续升级：特朗普时而宣称胜利在望，时而指责盟友未提供支持；伊朗方面依然稳固，通过封锁霍尔木兹海峡，伊朗切断了全球关键能源供应。</p><p>中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击，交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险，即增长疲弱叠加通胀上升，并导致全球债券市场蒸发超过2.5万亿美元市值，本月或创下三年多来最大月度跌幅。</p><p>这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价，以及在今年美国中期选举前展示美国经济稳健的形象。</p><p>尽管特朗普多次抨击美联储主席鲍威尔未能降息，但截至上周五，两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点，反映出市场对通胀制约政策空间的担忧。</p><p>有分析人士指出，虽然特朗普显然在努力压制油价，但或许，再一次，是债券市场迫使他做出让步。</p><p>在上周五股市下跌、标普500录得一年最长周度连跌后，特朗普在社交媒体上表示自己“非常接近”实现目标，并考虑缩减在中东的军事行动。</p><p>随后他又威胁称，如果伊朗不在48小时内重开霍尔木兹海峡，将攻击其电力设施。但到周一，他又表示将暂停行动五天，并称谈判取得进展——这一说法遭到伊朗否认。</p><p>在许多人看来，特朗普立场反复以及不准确言论，正在削弱其在金融市场的公信力，这已严重扰乱市场仓位布局。有分析师直言：</p><blockquote><p>最难预测的不是战争本身，而是白宫的沟通方式以及市场对其反应的程度。市场无法判断，这究竟是接近尾声的可信信号，还是又一次几乎完全实现的说法。</p><p>所谓真相取决于认知，而特朗普的反复无常是在不确定性之上叠加不确定性，这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间，同时也抑制了过度自信——无论好坏。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-03-24 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3768206><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。周一，就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟，油价暴跌...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3768206\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a641ba689741f1e38c3545add5626d8e","relate_stocks":{"SHEL":"SHELL PLC SPON ADS EACH REPR 2 ORD SHS","CVX":"雪佛龙","USEG":"美国能源","HAL":"哈里伯顿","INDO":"Indonesia Energy Corp Ltd.","COP":"康菲石油",".DJI":"道琼斯","EQNR":"Equinor ASA","PSX":"Phillips 66",".IXIC":"NASDAQ Composite","BP":"英国石油","BKR":"Baker Hughes Co","VLO":"瓦莱罗能源","SLB":"斯伦贝谢","XOM":"埃克森美孚",".SPX":"S&P 500 Index","MUR":"墨菲石油","MPC":"马拉松原油","DVN":"德文能源","OXY":"西方石油","PBF":"PBF Energy","PBR":"巴西石油公司"},"source_url":"https://wallstreetcn.com/articles/3768206","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2621389400","content_text":"就在特朗普表示放弃轰炸伊朗能源基础设施后几分钟，油价暴跌超13%，美股美债大涨。尽管伊朗迅速否认特朗普关于谈判的说法，但这没有扭转周一市场的大体走势。分析称，在华尔街看来，传递的信号明确：特朗普本人正急于结束这场战争。然而，市场仍对特朗普能否轻易结束冲突存疑，随着这种情绪蔓延，各类资产的早盘涨幅有所回吐。周一，就在特朗普在Truth Social上表示放弃轰炸伊朗能源基础设施后仅几分钟，油价暴跌超过13%，美国国债收益率大幅下行，美股盘前大涨。尽管不到一小时后，伊朗方面否认了特朗普关于谈判正在进行的说法，但这没有扭转周一市场的大体走势。分析指出，之所以市场表现如此，是因为在华尔街看来，传递出的信号非常明确：至少特朗普本人正急于结束这场由他在三周多前开启、并将全球经济推向危机边缘的战争。有分析人士称，如果未来7到10天内无法解决问题，我们可能会看到类似疫情时期的全球经济停摆。今天的表态说明，特朗普意识到实体经济可能面临“悬崖式下跌”的风险。特朗普的举动引发了一波持续约五分钟的剧烈反弹，也为自美以对伊朗开战以来华尔街最动荡的交易日画上注脚。这一幕也让人想起去年4月，当时特朗普发动“美国对抗全球”的关税，将全球金融市场推至边缘，随后又迅速转向。媒体援引知情人士称，与当时类似，特朗普此次表态部分也是为了安抚因市场动荡而不安的投资者，避免在新一周开始时出现新一轮剧烈抛售。周一美股开盘后，标普500指数一度上涨2.2%、为5月以来最大涨幅，两年期美债收益率一度较高点狂泻22个基点至3.79%，布伦特原油暴跌、跌破每桶100美元，美元走弱，欧洲股债市场也由跌转涨并收高。然而，在表面之下，市场仍对特朗普能否轻易结束冲突存疑。随着这种情绪蔓延，各类资产的早盘涨幅逐渐回吐。投资者普遍怀疑，特朗普周一的表态更多只是短期稳定市场的举措。到周一美股收盘时，标普500涨幅已收窄至约1.2%，美债市场的涨势也有所回落。上述市场走势也凸显出，仅靠口头安抚难以说服那些已在为中东长期动荡做准备的投资者。一些人担心，这已经不再完全由特朗普决定了，不像关税那样可以随时叫停，那些因为他对市场反应敏感而感到安心的人，可能判断失误。在特朗普重返白宫的第一年，交易员逐渐形成一种预期：一旦政策引发市场大跌，他往往会迅速转向。这一现象被称为“TACO交易”（特朗普总会退缩），也助长了“逢低买入”的交易心态——无论是贸易战威胁、提出接管格陵兰，还是抨击美联储。但对伊朗的战争削弱了这种信念。过去几周，冲突持续升级：特朗普时而宣称胜利在望，时而指责盟友未提供支持；伊朗方面依然稳固，通过封锁霍尔木兹海峡，伊朗切断了全球关键能源供应。中东冲突的影响在上周愈发明显。能源价格飙升带来新的通胀冲击，交易员开始押注全球央行将被迫进一步加息。这加剧了“滞胀”风险，即增长疲弱叠加通胀上升，并导致全球债券市场蒸发超过2.5万亿美元市值，本月或创下三年多来最大月度跌幅。这也凸显出战争正在冲击特朗普政府的其他政策目标——包括降低按揭贷款利率、压低油价，以及在今年美国中期选举前展示美国经济稳健的形象。尽管特朗普多次抨击美联储主席鲍威尔未能降息，但截至上周五，两年期美债收益率自伊朗冲突开始以来已上升超过0.5个百分点，反映出市场对通胀制约政策空间的担忧。有分析人士指出，虽然特朗普显然在努力压制油价，但或许，再一次，是债券市场迫使他做出让步。在上周五股市下跌、标普500录得一年最长周度连跌后，特朗普在社交媒体上表示自己“非常接近”实现目标，并考虑缩减在中东的军事行动。随后他又威胁称，如果伊朗不在48小时内重开霍尔木兹海峡，将攻击其电力设施。但到周一，他又表示将暂停行动五天，并称谈判取得进展——这一说法遭到伊朗否认。在许多人看来，特朗普立场反复以及不准确言论，正在削弱其在金融市场的公信力，这已严重扰乱市场仓位布局。有分析师直言：最难预测的不是战争本身，而是白宫的沟通方式以及市场对其反应的程度。市场无法判断，这究竟是接近尾声的可信信号，还是又一次几乎完全实现的说法。所谓真相取决于认知，而特朗普的反复无常是在不确定性之上叠加不确定性，这反而限制了原本信心十足的空头推动市场进一步下跌的能力。这样的反复在为市场争取时间，同时也抑制了过度自信——无论好坏。","news_type":1,"symbols_score_info":{"MPC":2,"BZmain":2,"USEG":2,"XOM":2,"OXY":2,"CVX":2,".DJI":2,"COP":2,"DVN":2,"HAL":2,"EQNR":2,".IXIC":2,".SPX":1.5,"VLO":2,"INDO":2,"NQmain":2,"SLB":2,"CLmain":2,"PSX":2,"ESmain":2,"YMmain":2,"BP":2,"MUR":2,"PBF":2,"PBR":2,"BKR":2,"SHEL":2}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144413,"gmtCreate":1515689328430,"gmtModify":1704887375579,"author":{"id":"336235272024449","authorId":"336235272024449","name":"LiangBing956","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"336235272024449","authorIdStr":"336235272024449"},"themes":[],"title":"看看最后这一棒谁来接……","htmlText":"$中网载线(CNET)$ 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