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Amy529
Amy529
·
06-04
说说你对这篇新闻的看法...
华尔街已学会了“TACO交易”:特朗普发飙后做空美股,5天后反手做多
野村的研究显示,自2月初以来,每当特朗普发出贸易威胁时立即做空标普500指数期货,并在五天后反手做多,这一策略已经带来12%的丰厚回报。相比之下,单纯持有基准指数的投资者在经历一系列令人心惊肉跳的波动后,几乎没有获得任何实质性收益。
华尔街已学会了“TACO交易”:特朗普发飙后做空美股,5天后反手做多
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Amy529
Amy529
·
02-11
哪里的重庆两江工厂
非常抱歉,此主贴已删除
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Amy529
Amy529
·
2024-10-31
只要发财报,理想当晚就必跌,简直就是薛定谔的定律,除了一季度的年报
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Amy529
Amy529
·
2022-12-01
为什么销量高,价格还跌
理想汽车:11月共交付新车15034辆,创单月最高交付纪录
理想汽车:2022年11月,理想汽车共交付新车15,034辆,创下单月最高交付纪录,同比增长11.5%。截止到2022年11月30日,理想汽车累计交付量为236,101辆。
理想汽车:11月共交付新车15034辆,创单月最高交付纪录
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Amy529
Amy529
·
2021-06-02
5月已经都'知道改款,还保持这么多不容易啊
理想汽车5月交付4323辆理想ONE,同比增长101.3%
6月2日,理想汽车发布5月交付数据:5月交付4323辆理想ONE,同比增长101.3%。理想汽车联合创始人兼总裁沈亚楠表示:“我们很高兴看到我们于5月25日发布的2021理想ONE获得了非常积极的反馈
理想汽车5月交付4323辆理想ONE,同比增长101.3%
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href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>交易与衍生品策略主管Joe Mazzola也注意到期权市场的变化,目前的押注并未反映出极端的看涨或看跌情绪:</p>\n<blockquote>\n<p>"特朗普的关税消息已经没有以前那种震撼效应了,你现在已经看不到那种剧烈的波动了。"</p>\n</blockquote>\n<p>当市场开始对政策威胁产生免疫力时,那些依赖恐慌情绪获利的交易策略也将面临重新洗牌。对于华尔街而言,下一个收割机会或许需要寻找新的触发点。</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>华尔街已学会了“TACO交易”:特朗普发飙后做空美股,5天后反手做多</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华尔街已学会了“TACO交易”:特朗普发飙后做空美股,5天后反手做多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 07:22 北京时间 <a href=https://wallstreetcn.com/articles/3748384><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当特朗普再次挥舞关税大棒时,华尔街对其政策的市场效应已经形成了一套成熟的获利模式——\"TACO交易\"。\n野村策略师Charlie McElligott的研究显示,自2月初以来,每当特朗普发出贸易威胁时立即做空标普500指数期货,并在五天后反手做多,这一策略已经带来12%的丰厚回报。\n相比之下,那些单纯持有基准指数的投资者在经历一系列令人心惊肉跳的波动后,几乎没有获得任何实质性收益。\n其他华尔街机构...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3748384\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cfe8ba21c8b5ac2b562fdf822ed7fcb2","relate_stocks":{"UPRO":"三倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares","BK4588":"碎股","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"https://wallstreetcn.com/articles/3748384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540000774","content_text":"当特朗普再次挥舞关税大棒时,华尔街对其政策的市场效应已经形成了一套成熟的获利模式——\"TACO交易\"。\n野村策略师Charlie McElligott的研究显示,自2月初以来,每当特朗普发出贸易威胁时立即做空标普500指数期货,并在五天后反手做多,这一策略已经带来12%的丰厚回报。\n相比之下,那些单纯持有基准指数的投资者在经历一系列令人心惊肉跳的波动后,几乎没有获得任何实质性收益。\n其他华尔街机构也设计了类似策略,核心逻辑都基于同一个判断:特朗普贸易政策呈现的\"加剧—缓解\"循环模式将持续下去,而每一次循环都是收割普通投资者恐慌情绪的绝佳机会。\n\"美股收割密码\"?新一轮关税冲击波来袭\n这套交易理论即将面临新的考验。被“TACO”惹毛的特朗普,市场不确定性又回升了。\n就在标普500指数刚刚完成一波强劲反弹之际,特朗普再次祭出关税武器:据央视新闻报道,当地时间5月23日,美国总统特朗普在社交媒体上表示,建议自6月1日起对欧盟征收50%的关税。而随后又延长了实施期限。\n投资公司IUR Capital的创始人兼董事总经理Gareth Ryan已经嗅到了机会的味道。他表示标普500指数可能处于区间高端,并已在SPDR标普500 ETF信托上建立看空头寸。\n\n\"现在的模式是,你会先看到非常糟糕的关税新闻,接着又被收回或缓和,这种来回反复就会重新带来波动性。\"\n\n回顾今年前几个月的市场表现,“TACO交易”展现出从狂欢到恐慌的一次又一次轮回。年初,市场对特朗普重返白宫后放宽监管和减税的期待推动股市一飞冲天,标普500指数在2月份创下历史新高。\n然而好景不长,当特朗普开始优先处理关税议题时,投资者热情迅速冷却。到3月中旬,在特朗普首次宣布大规模征收关税后,标普500指数陷入技术性修正,从高点下跌超过10%。\n随后的剧情如华尔街所料:特朗普暂停或减轻部分关税措施,股市出现反弹。但这种反弹极其短暂——4月2日特朗普宣布所谓对等关税后,基准指数再次被推向熊市边缘。\n那些在恐慌时刻大胆抄底的交易员获得了丰厚回报:从当时水平反弹至目前水平,累计涨幅达20%。\n市场免疫力正在形成?\n花旗集团美国股票交易策略主管Stuart Kaiser观察到了一个有趣现象:投资者现在对波动性飙升的反应已经发生了根本变化。\n\n\"每当VIX指数飙升时,我们实际上看到的是人们想要淡化它,而不是追逐它。\"\n\n据追风交易台5月28日的消息,德意志银行在研报中也认为,当前全球市场正出现重大结构性错位现象。尽管关税威胁等持续发酵,但市场表现却与预期相反:4月2日以来,美国通胀掉期价格“纹丝不动”,最受关税影响的国家资产表现强劲。这表明了市场已完全适应关税政策反复无常的新常态。\n这种变化在最新的市场表现中得到了印证。面对特朗普最新的关税威胁,标普500指数表现相对淡定,仅从近期高点下跌约3.4%,远未达到此前那种剧烈波动的程度。\n嘉信理财交易与衍生品策略主管Joe Mazzola也注意到期权市场的变化,目前的押注并未反映出极端的看涨或看跌情绪:\n\n\"特朗普的关税消息已经没有以前那种震撼效应了,你现在已经看不到那种剧烈的波动了。\"\n\n当市场开始对政策威胁产生免疫力时,那些依赖恐慌情绪获利的交易策略也将面临重新洗牌。对于华尔街而言,下一个收割机会或许需要寻找新的触发点。","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.9,"SSO":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402170188071232,"gmtCreate":1739204760181,"gmtModify":1739205493073,"author":{"id":"3541476534252475","authorId":"3541476534252475","name":"Amy529","avatar":"https://static.tigerbbs.com/da671f2adb2bb05796df3b87fd2ca9ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541476534252475","authorIdStr":"3541476534252475"},"themes":[],"htmlText":"哪里的重庆两江工厂","listText":"哪里的重庆两江工厂","text":"哪里的重庆两江工厂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402170188071232","repostId":"2510004010","repostType":2,"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365933308883152,"gmtCreate":1730365327342,"gmtModify":1730366504844,"author":{"id":"3541476534252475","authorId":"3541476534252475","name":"Amy529","avatar":"https://static.tigerbbs.com/da671f2adb2bb05796df3b87fd2ca9ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541476534252475","authorIdStr":"3541476534252475"},"themes":[],"htmlText":"只要发财报,理想当晚就必跌,简直就是薛定谔的定律,除了一季度的年报","listText":"只要发财报,理想当晚就必跌,简直就是薛定谔的定律,除了一季度的年报","text":"只要发财报,理想当晚就必跌,简直就是薛定谔的定律,除了一季度的年报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/365933308883152","isVote":1,"tweetType":1,"viewCount":3051,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578941451846110","authorId":"3578941451846110","name":"Frewsky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"3578941451846110","authorIdStr":"3578941451846110"},"content":"财报不好,感觉理想也确实在走下坡路","text":"财报不好,感觉理想也确实在走下坡路","html":"财报不好,感觉理想也确实在走下坡路"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620412244,"gmtCreate":1669897830988,"gmtModify":1669901276983,"author":{"id":"3541476534252475","authorId":"3541476534252475","name":"Amy529","avatar":"https://static.tigerbbs.com/da671f2adb2bb05796df3b87fd2ca9ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541476534252475","authorIdStr":"3541476534252475"},"themes":[],"htmlText":"为什么销量高,价格还跌","listText":"为什么销量高,价格还跌","text":"为什么销量高,价格还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620412244","repostId":"1145283736","repostType":2,"repost":{"id":"1145283736","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":1669883520,"share":"https://www.laohu8.com/m/news/1145283736?lang=&edition=full","pubTime":"2022-12-01 16:32","market":"us","language":"zh","title":"理想汽车:11月共交付新车15034辆,创单月最高交付纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1145283736","media":"老虎资讯综合","summary":"理想汽车:2022年11月,理想汽车共交付新车15,034辆,创下单月最高交付纪录,同比增长11.5%。截止到2022年11月30日,理想汽车累计交付量为236,101辆。","content":"<html><head></head><body><p>理想汽车:2022年11月,理想汽车共交付新车15,034辆,创下单月最高交付纪录,同比增长11.5%。截止到2022年11月30日,理想汽车累计交付量为236,101辆。</p><p><img src=\"https://static.tigerbbs.com/3b6f0ababeed5045969bb1f62798cd26\" tg-width=\"1066\" tg-height=\"543\" referrerpolicy=\"no-referrer\"/></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>理想汽车:11月共交付新车15034辆,创单月最高交付纪录</title>\n<style 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16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>理想汽车:2022年11月,理想汽车共交付新车15,034辆,创下单月最高交付纪录,同比增长11.5%。截止到2022年11月30日,理想汽车累计交付量为236,101辆。</p><p><img src=\"https://static.tigerbbs.com/3b6f0ababeed5045969bb1f62798cd26\" tg-width=\"1066\" tg-height=\"543\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145283736","content_text":"理想汽车:2022年11月,理想汽车共交付新车15,034辆,创下单月最高交付纪录,同比增长11.5%。截止到2022年11月30日,理想汽车累计交付量为236,101辆。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113216056,"gmtCreate":1622618790675,"gmtModify":1622618790675,"author":{"id":"3541476534252475","authorId":"3541476534252475","name":"Amy529","avatar":"https://static.tigerbbs.com/da671f2adb2bb05796df3b87fd2ca9ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541476534252475","authorIdStr":"3541476534252475"},"themes":[],"htmlText":"5月已经都'知道改款,还保持这么多不容易啊","listText":"5月已经都'知道改款,还保持这么多不容易啊","text":"5月已经都'知道改款,还保持这么多不容易啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/113216056","repostId":"1107793313","repostType":2,"repost":{"id":"1107793313","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":1622617375,"share":"https://www.laohu8.com/m/news/1107793313?lang=&edition=full","pubTime":"2021-06-02 15:02","market":"us","language":"zh","title":"理想汽车5月交付4323辆理想ONE,同比增长101.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107793313","media":"老虎资讯综合","summary":"6月2日,理想汽车发布5月交付数据:5月交付4323辆理想ONE,同比增长101.3%。理想汽车联合创始人兼总裁沈亚楠表示:“我们很高兴看到我们于5月25日发布的2021理想ONE获得了非常积极的反馈","content":"<p>6月2日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布5月交付数据:5月交付4323辆理想ONE,同比增长101.3%。</p><p>理想汽车联合创始人兼总裁沈亚楠表示:“我们很高兴看到我们于5月25日发布的2021理想ONE获得了非常积极的反馈和用户的强烈认可,这体现在强劲的订单流入使5月份的订单总量达到历史新高。全球首款自主研发NOA标配车型2021理想ONE已经开始交付。鉴于2021理想ONE自推出以来的强劲增长以及我们的直销和服务网络的不断扩大,我们乐观地认为,我们第二季度的交付量将超过我们指导范围的上限,并继续保持增长,而持续的全行业半导体短缺继续产生不确定性。”</p><p>截至2021年5月31日,公司在57个城市拥有83家零售店,在109个城市经营147家售后维修中心及授权钣喷中心。</p>","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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left;}\n.head .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理想汽车5月交付4323辆理想ONE,同比增长101.3%\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\">2021-06-02 15:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月2日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布5月交付数据:5月交付4323辆理想ONE,同比增长101.3%。</p><p>理想汽车联合创始人兼总裁沈亚楠表示:“我们很高兴看到我们于5月25日发布的2021理想ONE获得了非常积极的反馈和用户的强烈认可,这体现在强劲的订单流入使5月份的订单总量达到历史新高。全球首款自主研发NOA标配车型2021理想ONE已经开始交付。鉴于2021理想ONE自推出以来的强劲增长以及我们的直销和服务网络的不断扩大,我们乐观地认为,我们第二季度的交付量将超过我们指导范围的上限,并继续保持增长,而持续的全行业半导体短缺继续产生不确定性。”</p><p>截至2021年5月31日,公司在57个城市拥有83家零售店,在109个城市经营147家售后维修中心及授权钣喷中心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3461c9400040bdfdce3ecdd4882fbed","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107793313","content_text":"6月2日,理想汽车发布5月交付数据:5月交付4323辆理想ONE,同比增长101.3%。理想汽车联合创始人兼总裁沈亚楠表示:“我们很高兴看到我们于5月25日发布的2021理想ONE获得了非常积极的反馈和用户的强烈认可,这体现在强劲的订单流入使5月份的订单总量达到历史新高。全球首款自主研发NOA标配车型2021理想ONE已经开始交付。鉴于2021理想ONE自推出以来的强劲增长以及我们的直销和服务网络的不断扩大,我们乐观地认为,我们第二季度的交付量将超过我们指导范围的上限,并继续保持增长,而持续的全行业半导体短缺继续产生不确定性。”截至2021年5月31日,公司在57个城市拥有83家零售店,在109个城市经营147家售后维修中心及授权钣喷中心。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3889,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532512168755572","authorId":"3532512168755572","name":"小C_7026","avatar":"https://static.tigerbbs.com/97d43fc19149cda9c653b0c61f956007","crmLevel":2,"crmLevelSwitch":0,"idStr":"3532512168755572","authorIdStr":"3532512168755572"},"content":"那是因为销售隐瞒,欺骗。说不会改款,2022年会发布大型SUV,或者说很小的改款。参考当初小鹏G3的操作","text":"那是因为销售隐瞒,欺骗。说不会改款,2022年会发布大型SUV,或者说很小的改款。参考当初小鹏G3的操作","html":"那是因为销售隐瞒,欺骗。说不会改款,2022年会发布大型SUV,或者说很小的改款。参考当初小鹏G3的操作"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}