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川普药丸
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川普药丸
川普药丸
·
04-16
赢！
非常抱歉，此主贴已删除
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川普药丸
川普药丸
·
01-28
Replying to
@KEINS
:以前堆十块 现在告诉你一块就够用了 销量少了九成 股价跌不跌？//
@KEINS
:用啊，所以我也搞不懂为什么？//
@卡皮巴投
:deepseek难道不要英伟达显卡吗
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川普药丸
川普药丸
·
2020-03-25
$特斯拉(TSLA)$
行情反弹会继续 但是目前美国这情况真的不敢那过夜..从九百给我打下来 打怕了 细水长流 每天做做day trade
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川普药丸
川普药丸
·
2020-03-20
$特斯拉(TSLA)$
哪天挂星哪天有机会做空了
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川普药丸
川普药丸
·
2020-03-20
$特斯拉(TSLA)$
这么明显的上涨信号 哎 我还是太年轻
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川普药丸
川普药丸
·
2020-03-19
$特斯拉(TSLA)$
昨天390补 380补 360补 350补[流泪][流泪][流泪]
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川普药丸
川普药丸
·
2020-03-19
赶紧造啊
马斯克：如果出现短缺，特斯拉将生产呼吸机
马斯克表示，如果出现短缺，特斯拉将生产呼吸机。
马斯克：如果出现短缺，特斯拉将生产呼吸机
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川普药丸
川普药丸
·
2020-03-19
别骗我了 我已经怕了[喷血]
金融危机概率下降，急跌阶段可能接近结束
疫情可能正在出现从失控到可控的拐点。
金融危机概率下降，急跌阶段可能接近结束
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川普药丸
川普药丸
·
2020-03-19
放屁 美国虚拟经济？
伍超明评美股熔断：美国虚拟经济缺乏实体经济支撑
继上周3月9日、12日、16日美股出现3次熔断后，在美联储大动作频频，将利率降至零、启动7000亿美元第四次量宽、动用商业票据融资便利机制（CPFF）和一级交易商信贷机制（PDCF）危机工具向家庭和企
伍超明评美股熔断：美国虚拟经济缺乏实体经济支撑
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川普药丸
川普药丸
·
2020-03-19
$特斯拉(TSLA)$
最后一小时 尾盘拉升到四百 让我还回去吧 我已经认识到了自己的错误 不该早早的抄底 放过我吧 我还是个孩子
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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马斯克：如果出现短缺，特斯拉将生产呼吸机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-19 12:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020031912034979bad2b8&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克表示，如果出现短缺，特斯拉将生产呼吸机。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020031912034979bad2b8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdb163c34f9a56cb2303a711b096678d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020031912034979bad2b8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2020861831","content_text":"马斯克表示，如果出现短缺，特斯拉将生产呼吸机。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967688269,"gmtCreate":1584591667551,"gmtModify":1704355159257,"author":{"id":"3490318159919923","authorId":"3490318159919923","name":"川普药丸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490318159919923","authorIdStr":"3490318159919923"},"themes":[],"htmlText":"别骗我了 我已经怕了[喷血]","listText":"别骗我了 我已经怕了[喷血]","text":"别骗我了 我已经怕了[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967688269","repostId":"1170174818","repostType":2,"repost":{"id":"1170174818","kind":"news","pubTimestamp":1584588718,"share":"https://www.laohu8.com/m/news/1170174818?lang=&edition=full","pubTime":"2020-03-19 11:31","market":"us","language":"zh","title":"金融危机概率下降，急跌阶段可能接近结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1170174818","media":"雪涛宏观笔记","summary":"疫情可能正在出现从失控到可控的拐点。","content":"<p>作者：宋雪涛</p>\n<p><b>海外市场主要是两条线，疫情和流动性。</b></p>\n<p>过去一周，美国确诊人数如预期爆发，累计确诊已超过9000，至少40州进入了紧急状态。从上周开始，一些疫情较严重的美国城市进入到了停学和半停工半停商的状态，疫情造成美国经济的阶段性衰退已经不可避免。未来1-2周，虽然美国确诊人数仍将爬升，经济受到的冲击仍将扩大，但随着美国进入「国家紧急状态」并开始调集资源推动检测，<b>疫情可能正在出现从失控到可控的拐点。</b></p>\n<p><img src=\"https://static.tigerbbs.com/db3277ac69d01829bf728751b8b24938\"></p>\n<p>图片来源：Wind</p>\n<p>本周以来，美联储先后紧急降息100bp，启动了7000亿美元QE，下调了贴现窗口利率，并重启了一级交易商信贷便利（PDCF）和商业票据融资便利（CPFF）。贴现窗口和PDCF分别是针对银行和非银机构的流动性救助工具，CPFF则是为极其重要的商业票据市场提供流动性。另外，为缓解离岸美元流动性紧张，美联储联合5大央行下调了美元流动性互换安排定价。<b>在美联储的政策组合拳打出之后，美国国债市场、商业票据市场和系统重要性银行出现流动性危机的概率下降。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cfb35d3c733888c9a55526dfffe6c3b7\"></p>\n<p>图片来源：FRB</p>\n<p><b>流动性风险主要集中于相对边缘的高收益债市场和抵押杠杆贷款市场</b>，受疫情黑天鹅和油价黑天鹅的打击，低评级信用市场正面临违约率上升、利差飙升、流动性消失的梦魇。一些以杠杆策略和风险平价策略为主的对冲基金受巨幅波动率的影响可能面临清盘，一些低评级类资产持仓集中度较高的区域性银行也可能存在流动性风险。应对这一类市场的流动性风险，美联储需要扩大QE购买资产的范围。</p>\n<p><b>衰退是经济周期的必然，但危机却是偶然，取决于政策的应对。股市暴跌不等同于金融危机</b>，金融危机是以系统重要性金融机构的倒闭引发传染性恐慌挤兑，或国际收支严重失衡引发资本外流和本币大幅贬值为标志的。从我们对各类市场和金融机构的流动性观测来看，上周和本周的股市过快下跌确实带出了其他市场流动性危机的苗头，如果流动性危机不能解除，则发生金融危机的概率会上升。<b>但是在美联储针对各类市场投放流动性和启动了7000亿美元QE之后，我们认为发生金融危机的概率正在下降。</b></p>\n<p>对于海外市场，随着疫情可能会出现从失控到可控的拐点，以及联储及时出手降低了流动性危机拖延成金融危机的概率，<b>美股受疫情和流动性影响的急跌阶段可能接近结束。部分基本面受疫情影响较小的公司会触底反弹，但更多公司将大幅震荡消化未来数月甚至数季度的经济衰退带来的业绩影响。</b>失业率上升还会对消费服务业形成二次冲击。</p>\n<p>中国1-2月经济数据相当真实，3月数据有望较1-2月明显改善，但1季度整体正增长的难度较大。如果1季度实际GDP增速为负，中性预期GDP翻番需要2-4季度平均增速8%左右，可能难以实现。2月失业率6.2%，已明显超过5.5%的政府预期目标。<b>如果弱化增长目标、稳就业优先，则大幅刺激基建、放松地产的必要性下降，激活消费有望成为经济政策的重要考量</b>，财政政策可能将部分财政资金直接转换为居民购买力。</p>","source":"xthgbj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://mp.weixin.qq.com/s/x8uk5lxBOWwOtbdEkCGJNQ><strong>雪涛宏观笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：宋雪涛\n海外市场主要是两条线，疫情和流动性。\n过去一周，美国确诊人数如预期爆发，累计确诊已超过9000，至少40州进入了紧急状态。从上周开始，一些疫情较严重的美国城市进入到了停学和半停工半停商的状态，疫情造成美国经济的阶段性衰退已经不可避免。未来1-2周，虽然美国确诊人数仍将爬升，经济受到的冲击仍将扩大，但随着美国进入「国家紧急状态」并开始调集资源推动检测，疫情可能正在出现从失控到可控的拐点...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/x8uk5lxBOWwOtbdEkCGJNQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2697c53a3d92d22581fe3b0abf418f5d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/x8uk5lxBOWwOtbdEkCGJNQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170174818","content_text":"作者：宋雪涛\n海外市场主要是两条线，疫情和流动性。\n过去一周，美国确诊人数如预期爆发，累计确诊已超过9000，至少40州进入了紧急状态。从上周开始，一些疫情较严重的美国城市进入到了停学和半停工半停商的状态，疫情造成美国经济的阶段性衰退已经不可避免。未来1-2周，虽然美国确诊人数仍将爬升，经济受到的冲击仍将扩大，但随着美国进入「国家紧急状态」并开始调集资源推动检测，疫情可能正在出现从失控到可控的拐点。\n\n图片来源：Wind\n本周以来，美联储先后紧急降息100bp，启动了7000亿美元QE，下调了贴现窗口利率，并重启了一级交易商信贷便利（PDCF）和商业票据融资便利（CPFF）。贴现窗口和PDCF分别是针对银行和非银机构的流动性救助工具，CPFF则是为极其重要的商业票据市场提供流动性。另外，为缓解离岸美元流动性紧张，美联储联合5大央行下调了美元流动性互换安排定价。在美联储的政策组合拳打出之后，美国国债市场、商业票据市场和系统重要性银行出现流动性危机的概率下降。\n\n图片来源：FRB\n流动性风险主要集中于相对边缘的高收益债市场和抵押杠杆贷款市场，受疫情黑天鹅和油价黑天鹅的打击，低评级信用市场正面临违约率上升、利差飙升、流动性消失的梦魇。一些以杠杆策略和风险平价策略为主的对冲基金受巨幅波动率的影响可能面临清盘，一些低评级类资产持仓集中度较高的区域性银行也可能存在流动性风险。应对这一类市场的流动性风险，美联储需要扩大QE购买资产的范围。\n衰退是经济周期的必然，但危机却是偶然，取决于政策的应对。股市暴跌不等同于金融危机，金融危机是以系统重要性金融机构的倒闭引发传染性恐慌挤兑，或国际收支严重失衡引发资本外流和本币大幅贬值为标志的。从我们对各类市场和金融机构的流动性观测来看，上周和本周的股市过快下跌确实带出了其他市场流动性危机的苗头，如果流动性危机不能解除，则发生金融危机的概率会上升。但是在美联储针对各类市场投放流动性和启动了7000亿美元QE之后，我们认为发生金融危机的概率正在下降。\n对于海外市场，随着疫情可能会出现从失控到可控的拐点，以及联储及时出手降低了流动性危机拖延成金融危机的概率，美股受疫情和流动性影响的急跌阶段可能接近结束。部分基本面受疫情影响较小的公司会触底反弹，但更多公司将大幅震荡消化未来数月甚至数季度的经济衰退带来的业绩影响。失业率上升还会对消费服务业形成二次冲击。\n中国1-2月经济数据相当真实，3月数据有望较1-2月明显改善，但1季度整体正增长的难度较大。如果1季度实际GDP增速为负，中性预期GDP翻番需要2-4季度平均增速8%左右，可能难以实现。2月失业率6.2%，已明显超过5.5%的政府预期目标。如果弱化增长目标、稳就业优先，则大幅刺激基建、放松地产的必要性下降，激活消费有望成为经济政策的重要考量，财政政策可能将部分财政资金直接转换为居民购买力。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967843700,"gmtCreate":1584579108400,"gmtModify":1704355071769,"author":{"id":"3490318159919923","authorId":"3490318159919923","name":"川普药丸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490318159919923","authorIdStr":"3490318159919923"},"themes":[],"htmlText":"放屁 美国虚拟经济？","listText":"放屁 美国虚拟经济？","text":"放屁 美国虚拟经济？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967843700","repostId":"2020917466","repostType":2,"repost":{"id":"2020917466","kind":"news","pubTimestamp":1584577980,"share":"https://www.laohu8.com/m/news/2020917466?lang=&edition=full","pubTime":"2020-03-19 08:33","market":"sh","language":"zh","title":"伍超明评美股熔断：美国虚拟经济缺乏实体经济支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2020917466","media":"新浪财经","summary":"继上周3月9日、12日、16日美股出现3次熔断后，在美联储大动作频频，将利率降至零、启动7000亿美元第四次量宽、动用商业票据融资便利机制（CPFF）和一级交易商信贷机制（PDCF）危机工具向家庭和企","content":"<html><body><div>\n<p> 继上周3月9日、12日、16日美股出现3次熔断后，在美联储大动作频频，将利率降至零、启动7000亿美元第四次量宽、动用商业票据融资便利机制（CPFF）和一级交易商信贷机制（PDCF）危机工具向家庭和企业提供流动性、美国财长努钦表示将推出1万亿美元经济刺激计划的背景下，10天内又迎来第四次熔断，美股历史上的第五次熔断。</p>\n<p> 在连续祭出重磅王炸后，美股仍高频接连熔断，从短期原因看，我们还是强调原来的观点，就是降息等货币政策对疫情防控本身无效，有效的防控疫情措施才是股市的“止泻药”，当前美国最重要的事情是疫情防控。</p>\n<p> 从市场层面原因看，一方面接连熔断本身给市场增加看恐慌情绪，起到助跌效果，如VIX指数一度升至84.83，离2008年金融危机时期的最高点89.53只有一步之遥，二是接连熔断产生流动性问题，近期随着美股暴跌的，还有黄金价格的下降和美元指数的大幅上涨，这些都反映市场流动性出现问题，倒逼机构抛售黄金补充流动性，对美元需求增加，表明由股票等资产价格调整导致的问题，在逐步向实体经济和金融机构传导，金融风险在增加，这也是美联储接连祭出重磅王炸的原因之一。</p>\n<p> 从中长期原因看，我们还是坚持原来的观点，即此次欧美股市大幅深度调整，深层面在于后金融危机以来美国经济结构失衡，美联储三次QE投放的巨量流动性，并没有较好地促进实体经济劳动生产率的提高，而是大量进入股票市场维持股市长达10余年的繁荣，虚拟经济和实体经济大幅背离，缺乏实体经济支撑的虚拟资产价格不可避免地出现调整，疫情冲击只是成为结束美国10余年牛市最后一根稻草的导火索而已。</p>\n<font><a href=\"https://laohu8.com/S/SINA\">新浪</a>声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<p>责任编辑：陶然 </p>\n</div></body></html>","source":"sina","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>伍超明评美股熔断：美国虚拟经济缺乏实体经济支撑</title>\n<style 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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伍超明评美股熔断：美国虚拟经济缺乏实体经济支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-19 08:33 北京时间 <a href=https://finance.sina.com.cn/money/fund/jjsy/2020-03-19/doc-iimxyqwa1564330.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继上周3月9日、12日、16日美股出现3次熔断后，在美联储大动作频频，将利率降至零、启动7000亿美元第四次量宽、动用商业票据融资便利机制（CPFF）和一级交易商信贷机制（PDCF）危机工具向家庭和企业提供流动性、美国财长努钦表示将推出1万亿美元经济刺激计划的背景下，10天内又迎来第四次熔断，美股历史上的第五次熔断。\n 在连续祭出重磅王炸后，美股仍高频接连熔断，从短期原因看，我们还是强调原来的...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjsy/2020-03-19/doc-iimxyqwa1564330.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/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","SPXU":"三倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares",".DJI":"道琼斯","QLD":"纳指两倍做多ETF","DOG":"道指反向ETF","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF",".IXIC":"NASDAQ 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从中长期原因看，我们还是坚持原来的观点，即此次欧美股市大幅深度调整，深层面在于后金融危机以来美国经济结构失衡，美联储三次QE投放的巨量流动性，并没有较好地促进实体经济劳动生产率的提高，而是大量进入股票市场维持股市长达10余年的繁荣，虚拟经济和实体经济大幅背离，缺乏实体经济支撑的虚拟资产价格不可避免地出现调整，疫情冲击只是成为结束美国10余年牛市最后一根稻草的导火索而已。\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n责任编辑：陶然","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":0.6,".IXIC":0.6,"DDM":0.6,"DOG":0.6,"DXD":0.6,"IVV":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":2259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967888319,"gmtCreate":1584558191131,"gmtModify":1704355018342,"author":{"id":"3490318159919923","authorId":"3490318159919923","name":"川普药丸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490318159919923","authorIdStr":"3490318159919923"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>最后一小时 尾盘拉升到四百 让我还回去吧 我已经认识到了自己的错误 不该早早的抄底 放过我吧 我还是个孩子","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>最后一小时 尾盘拉升到四百 让我还回去吧 我已经认识到了自己的错误 不该早早的抄底 放过我吧 我还是个孩子","text":"$特斯拉(TSLA)$最后一小时 尾盘拉升到四百 让我还回去吧 我已经认识到了自己的错误 不该早早的抄底 放过我吧 我还是个孩子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/967888319","isVote":1,"tweetType":1,"viewCount":8074,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545753889826407","authorId":"3545753889826407","name":"小小橙汁","avatar":"https://static.tigerbbs.com/83204161190ef3a2bb1694a0636b6545","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545753889826407","authorIdStr":"3545753889826407"},"content":"请忘记你买了特斯拉股票这件事。明年这个时候再来老虎吧。","text":"请忘记你买了特斯拉股票这件事。明年这个时候再来老虎吧。","html":"请忘记你买了特斯拉股票这件事。明年这个时候再来老虎吧。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}
