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Victory_Hi

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- Victory_HiVictory_Hi
  ·2022-02-19
  $纳斯达克(.IXIC)$预测一波，明年年中后再回来看：按20%回撤来算，3月前后纳斯达克将会摸底，上半年很难上的来，到4季度开始到2023年，随着经济形势和政策的逐渐明朗，以及中概股退市逐渐抽身出来的资金转移（当然这个因素很小），纳指将开始回暖。对比之下，A股最令人失望的地方是，不是喋喋不休，而是政策的不确定性。
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- Victory_HiVictory_Hi
  ·2022-01-14
  稳增长：稳住不跌；宽信用：继续放水；大众消费复苏：难，大众收入增长微薄，但强者恒强；居民资产配置结构调整：房产的钱转战股市；海外增量资金：难，三成看国内增长，七成看老美等国。“《2022年中国银行个人全球资产配置白皮书》认为，超配中国A股的主要逻辑是稳增长、宽信用、大众消费复苏、居民资产配置结构调整、PPI与CPI剪刀差收敛、海外增量资金。”那边头铁们都跑步进场，这边在放高炮。
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- Victory_HiVictory_Hi
  ·2022-01-13
  稳增长：稳住不跌就算赢；宽信用：继续放水；大众消费复苏：难，大众收入增长微薄，但强者恒强；居民资产配置结构调整：房产上被割的钱拿去股市被割；海外增量资金：资金转移，难，3成看国内增长趋势，7成看老美等国是会更差还是更好。“《2022年中国银行个人全球资产配置白皮书》认为，超配中国A股的主要逻辑是稳增长、宽信用、大众消费复苏、居民资产配置结构调整、PPI与CPI剪刀差收敛、海外增量资金。”
  非常抱歉，此主贴已删除
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