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这不是豆
倔强的韭菜！！
IP属地：湖北
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这不是豆
这不是豆
·
2021-10-13
我党万岁[得意] [得意]
非常抱歉，此主贴已删除
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这不是豆
这不是豆
·
2021-06-29
站牛的人千万别多起来了，多起来我就慌了[害羞]
历史站在牛派这边！美股下半年依旧“涨不停”
虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。 其实，早在今年刚刚开始
历史站在牛派这边！美股下半年依旧“涨不停”
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这不是豆
这不是豆
·
2021-05-24
谢谢虎妞 [害羞] [害羞]
【发奖】你猜中了美团！
@小虎活动：
美团股价大跌之际，虎妞发起了公司走势竞猜。一周过去，美团收涨12.79%。恭喜以下虎友成功预测： @跌跌跌888 @美股混饭吃 @斗战胜佛巴菲特 @交易wei生 @小do @鑫鑫Jason @mactive @shawn88888 @老铁爷 @垃圾券 @陈大川 @xranger
【发奖】你猜中了美团！
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这不是豆
这不是豆
·
2020-12-29
$小米集团-W(01810)$
哈哈哈，雷军这一波营销可以啊[笑哭] [笑哭]
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这不是豆
这不是豆
·
2020-12-03
$Palantir Technologies Inc.(PLTR)$
不是，咋不能做空阿，这不成了庄自己玩吗，我感觉有点危险[呆住] [呆住]
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这不是豆
这不是豆
·
2020-11-25
$小鹏汽车(XPEV)$
我傻了，真的，傻的很彻底，谁能猜到今天收盘是跌还是涨[无语] [无语] [无语]
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这不是豆
这不是豆
·
2020-11-23
$逸仙电商(YSG)$
给我一种短期可以看到35的错觉[冷漠] [冷漠]
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这不是豆
这不是豆
·
2020-11-20
$蔚来(NIO)$
不讲股德阿，快回35让我上车阿[愤怒] [愤怒]
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这不是豆
这不是豆
·
2020-11-13
$小鹏汽车(XPEV)$
高开低走，是不是准备跳水了
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这不是豆
这不是豆
·
2020-11-12
$小鹏汽车(XPEV)$
财报好就跳水，财报一般就起飞[捂脸] [捂脸]
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[得意] ","listText":"我党万岁[得意] [得意] ","text":"我党万岁[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822637582","repostId":"1155349293","repostType":4,"isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159546508,"gmtCreate":1624975411704,"gmtModify":1624975411704,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"站牛的人千万别多起来了，多起来我就慌了[害羞] ","listText":"站牛的人千万别多起来了，多起来我就慌了[害羞] ","text":"站牛的人千万别多起来了，多起来我就慌了[害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159546508","repostId":"1141807113","repostType":4,"repost":{"id":"1141807113","kind":"news","pubTimestamp":1624972464,"share":"https://www.laohu8.com/m/news/1141807113?lang=&edition=full","pubTime":"2021-06-29 21:14","market":"us","language":"zh","title":"历史站在牛派这边！美股下半年依旧“涨不停”","url":"https://stock-news.laohu8.com/highlight/detail?id=1141807113","media":" 腾讯美股","summary":"虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n\n\n其实，早在今年刚刚开始","content":"<blockquote>\n <b><i>虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。</i></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/89348caa026bf6e45145c00be7153822\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>\n<p>其实，早在今年刚刚开始的时候，许多人就已经对美股市场的前景忧心忡忡了。几个月后的现在，顶着惊人的估值，可怕的通胀前景等等威胁，标普500指数却走出了史上最出色的半年表现之一，他们当然就更有理由深感不安了。</p>\n<p>华尔街的策略师们历来都是乐观主义者，只要有一丝希望的光亮，都会被他们描绘为耀眼的阳光，但是即便是他们，现在也在警告说涨势正在淡去。空头卖家们正虎视眈眈，待机而动，美国最大股票ETF的空头头寸规模，现在已经来到了年度最高点。著名的“大空头”布里（Michael Burry）更发出令人不寒而栗的警告，说MEME股票将成为导火索，最终引发万物大崩盘。</p>\n<p>可是，不管是一些散户追捧股票的行情反转，还是联储政策的鹰派转向，那些被认为能够给去年以来的涨势画上句号的因素，全部都未能完成任务。相反，散户依然延续着前进的步伐，在2021年当中，已经使得美股的总盘子扩大了6万亿美元，而从开年到上周结束，标普500指数足足上涨了14%，在1998年以来的所有上半年当中名列第二位。</p>\n<p><img src=\"https://static.tigerbbs.com/79abcdddd216d52936122a0c80c26b06\" tg-width=\"560\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>“股市资金流入状况依然非常理想。”摩根士丹利首席美股策略师威尔森（Mike Wilson）坦率地表示，“这些资金并没有离开股市，而只是在股市内部选择下一个目的地。”</p>\n<p>虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。</p>\n<p>自从拜登总统跨党派的5790亿美元基础设施计划使得那些对经济更加敏感的板块，如银行和能源等成为市场领导力量之后，五周时间里，大盘有四周都是上涨的。小型股票指标罗素2000指数上涨了4%以上，获得3月以来所仅见的表现，而科技重镇纳斯达克100指数更是连续六周上涨，呈现出近五个月以来仅见的强势。</p>\n<p>今年年初的时候，美股的估值相当于盈利的大约23倍，距离互联网泡沫时代的历史最高纪录近在咫尺，而由于近十年来最快速的盈利扩张，市盈率现在其实已经有所降低。不过，当下21的市盈率依然高于18的历史平均水准。还有，这个季度很可能标志着企业利润走出疫情衰退的复苏进程的顶部，而明年第一季度的盈利增长预期已经降低到了4%，与当下的63%根本不可同日而语。</p>\n<p><img src=\"https://static.tigerbbs.com/d89b4381782748c803ca81b2a0be9db3\" tg-width=\"641\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p>白宫计划增税，而联储打算缩减刺激力度，华尔街策略师们会呼吁大家转向谨慎，当然不是没有道理的。彭博搜集的数据显示，目前华尔街的标普500指数年底目标点位平均为4213点，较之上周五收盘时低了1.6%。</p>\n<p>因为在2007年至2008年房市崩盘当中精准做空抵押贷款而声名大噪的布里，本周也加入了警告者的行列，在社交媒体连续发文，警告说，在虚拟货币和MEME股票价格暴跌的过程当中，散户投资者将遭遇“足以敌国”的财富损失。</p>\n<p>在股市过去一年来暴涨，以及今年1月超级轧空风暴的打击下，空头玩家一度销声匿迹，但是现在也大有卷土重来的势头。IHS Markit的数据显示，目前，SPDR S&P 500 ETF的空头仓位已经相当于全部发行在外股数的5%，远远高于今年开年时的2%。与此同时，在期权市场上，投资者寻求针对未来几个月损失的避险需求也非常旺盛。</p>\n<p>“这个市场多多少少是抢跑了。” Washington Crossing投资组合经理人卡伦（Kevin Caron）评论道，“未来六个月左右时间当中，市场有大概率发生一定的波动，因为股价已经很高，必须等待盈利和基本面追赶上来。”</p>\n<p>专家这一侧高高树起了所谓忧虑之墙，但是散户交易者却全然不同，他们去年在疫情和衰退造成的底部大胆买进，此后便一直是牛市的坚定盟军。Vanda Research的数据显示，一周前，当标普500指数下跌1%以上时，散户投资者就直接追加了创纪录的20亿美元投资。</p>\n<p>目前，没有任何迹象显示这些坚定的散户牛派可能迅速撤退。投资顾问公司Betterment最近进行了一次调查研究，报告显示，他们调查的1500位日间交易者大多计划在疫情封锁解除后更频繁地交易，只有12%的人表示将降低交易频率。</p>\n<p>在联储数据显示散户购股高度活跃之后，柯斯汀（David Kostin）为首的高盛策略师团队已经将美国家庭今年全年净股票购入额度预期从3500亿美元提升到了4000亿美元。</p>\n<p>“考虑到货币市场和信贷收益率的苍白现状，从现在直至年底，在美国家庭眼中，股票的魅力显然都要远高于其他资产。”柯斯汀在研究报告当中写道，“与此同时，任何显示通货膨胀将持续攀升的数据，也都将使得股票相对于债券或者现金的魅力进一步凸显出来。”</p>","source":"txmg","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>历史站在牛派这边！美股下半年依旧“涨不停”</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历史站在牛派这边！美股下半年依旧“涨不停”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 21:14 北京时间 <a href=https://mp.weixin.qq.com/s/2eC9B5YV3umV1PEXH8M_5w><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n\n\n其实，早在今年刚刚开始的时候，许多人就已经对美股市场的前景忧心忡忡了。几个月后的现在，顶着惊人的估值，可怕的通胀前景等等威胁，标普500指数却走出了史上最出色的半年表现之一，他们当然就更有理由深感不安了。\n华尔街的策略师们...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2eC9B5YV3umV1PEXH8M_5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/89348caa026bf6e45145c00be7153822","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/2eC9B5YV3umV1PEXH8M_5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141807113","content_text":"虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n\n\n其实，早在今年刚刚开始的时候，许多人就已经对美股市场的前景忧心忡忡了。几个月后的现在，顶着惊人的估值，可怕的通胀前景等等威胁，标普500指数却走出了史上最出色的半年表现之一，他们当然就更有理由深感不安了。\n华尔街的策略师们历来都是乐观主义者，只要有一丝希望的光亮，都会被他们描绘为耀眼的阳光，但是即便是他们，现在也在警告说涨势正在淡去。空头卖家们正虎视眈眈，待机而动，美国最大股票ETF的空头头寸规模，现在已经来到了年度最高点。著名的“大空头”布里（Michael Burry）更发出令人不寒而栗的警告，说MEME股票将成为导火索，最终引发万物大崩盘。\n可是，不管是一些散户追捧股票的行情反转，还是联储政策的鹰派转向，那些被认为能够给去年以来的涨势画上句号的因素，全部都未能完成任务。相反，散户依然延续着前进的步伐，在2021年当中，已经使得美股的总盘子扩大了6万亿美元，而从开年到上周结束，标普500指数足足上涨了14%，在1998年以来的所有上半年当中名列第二位。\n\n“股市资金流入状况依然非常理想。”摩根士丹利首席美股策略师威尔森（Mike Wilson）坦率地表示，“这些资金并没有离开股市，而只是在股市内部选择下一个目的地。”\n虽然熊派的发声越来越大胆，但是历史其实是站在牛派这边的。通观美国股市的历史，大盘上半年表现可以和今天相提并论的情况出现过二十七次，而四分之三的情况下，股市下半年都是上涨的。\n自从拜登总统跨党派的5790亿美元基础设施计划使得那些对经济更加敏感的板块，如银行和能源等成为市场领导力量之后，五周时间里，大盘有四周都是上涨的。小型股票指标罗素2000指数上涨了4%以上，获得3月以来所仅见的表现，而科技重镇纳斯达克100指数更是连续六周上涨，呈现出近五个月以来仅见的强势。\n今年年初的时候，美股的估值相当于盈利的大约23倍，距离互联网泡沫时代的历史最高纪录近在咫尺，而由于近十年来最快速的盈利扩张，市盈率现在其实已经有所降低。不过，当下21的市盈率依然高于18的历史平均水准。还有，这个季度很可能标志着企业利润走出疫情衰退的复苏进程的顶部，而明年第一季度的盈利增长预期已经降低到了4%，与当下的63%根本不可同日而语。\n\n白宫计划增税，而联储打算缩减刺激力度，华尔街策略师们会呼吁大家转向谨慎，当然不是没有道理的。彭博搜集的数据显示，目前华尔街的标普500指数年底目标点位平均为4213点，较之上周五收盘时低了1.6%。\n因为在2007年至2008年房市崩盘当中精准做空抵押贷款而声名大噪的布里，本周也加入了警告者的行列，在社交媒体连续发文，警告说，在虚拟货币和MEME股票价格暴跌的过程当中，散户投资者将遭遇“足以敌国”的财富损失。\n在股市过去一年来暴涨，以及今年1月超级轧空风暴的打击下，空头玩家一度销声匿迹，但是现在也大有卷土重来的势头。IHS Markit的数据显示，目前，SPDR S&P 500 ETF的空头仓位已经相当于全部发行在外股数的5%，远远高于今年开年时的2%。与此同时，在期权市场上，投资者寻求针对未来几个月损失的避险需求也非常旺盛。\n“这个市场多多少少是抢跑了。” Washington Crossing投资组合经理人卡伦（Kevin Caron）评论道，“未来六个月左右时间当中，市场有大概率发生一定的波动，因为股价已经很高，必须等待盈利和基本面追赶上来。”\n专家这一侧高高树起了所谓忧虑之墙，但是散户交易者却全然不同，他们去年在疫情和衰退造成的底部大胆买进，此后便一直是牛市的坚定盟军。Vanda Research的数据显示，一周前，当标普500指数下跌1%以上时，散户投资者就直接追加了创纪录的20亿美元投资。\n目前，没有任何迹象显示这些坚定的散户牛派可能迅速撤退。投资顾问公司Betterment最近进行了一次调查研究，报告显示，他们调查的1500位日间交易者大多计划在疫情封锁解除后更频繁地交易，只有12%的人表示将降低交易频率。\n在联储数据显示散户购股高度活跃之后，柯斯汀（David Kostin）为首的高盛策略师团队已经将美国家庭今年全年净股票购入额度预期从3500亿美元提升到了4000亿美元。\n“考虑到货币市场和信贷收益率的苍白现状，从现在直至年底，在美国家庭眼中，股票的魅力显然都要远高于其他资产。”柯斯汀在研究报告当中写道，“与此同时，任何显示通货膨胀将持续攀升的数据，也都将使得股票相对于债券或者现金的魅力进一步凸显出来。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131239133,"gmtCreate":1621861693822,"gmtModify":1621861693822,"author":{"id":"3494320917572849","authorId":"3494320917572849","name":"这不是豆","avatar":"https://static.tigerbbs.com/21f730d0401f77357d9a72f863922117","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494320917572849","authorIdStr":"3494320917572849"},"themes":[],"htmlText":"谢谢虎妞 [害羞] [害羞]","listText":"谢谢虎妞 [害羞] [害羞]","text":"谢谢虎妞 [害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131239133","repostId":"131150913","repostType":1,"repost":{"id":131150913,"gmtCreate":1621838471429,"gmtModify":1631888706142,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】你猜中了美团！","htmlText":"美团股价大跌之际，虎妞发起了公司走势竞猜。一周过去，美团收涨12.79%。恭喜以下虎友成功预测： <a href=\"https://laohu8.com/U/11965178738539\">@跌跌跌888</a> <a href=\"https://laohu8.com/U/250840186274796\">@美股混饭吃</a> <a href=\"https://laohu8.com/U/3432276741707889\">@斗战胜佛巴菲特</a> <a href=\"https://laohu8.com/U/3435655686982177\">@交易wei生</a> <a href=\"https://laohu8.com/U/3437864438698016\">@小do</a> <a href=\"https://laohu8.com/U/3443259955812259\">@鑫鑫Jason</a> <a 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