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苍穹之剑888
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苍穹之剑888
苍穹之剑888
·
12:54
金融危机有点危言耸听，个人认为当前处于新一轮经济周期的复苏期，主要表现为 有色金属大宗商品 持续上涨，传到到社会上各行各业通胀 Cp I PPI 刚刚抬头， 从大的周期来讲，目前经济处于复苏期还没有到过热期，更没有到滞胀期，因此发生金融危机的概率非常小
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苍穹之剑888
苍穹之剑888
·
12:54
少操作，积极寻找其他市场机会
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苍穹之剑888
苍穹之剑888
·
12:54
非常有可能深V，只要结束战斗就可以，就看特总愿不愿意了[笑哭]
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苍穹之剑888
苍穹之剑888
·
12:53
智普真的猛，感觉有可能成为港股2026的龙头股票啊，真的需要准备好资金，也可以买点看涨期权
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苍穹之剑888
苍穹之剑888
·
12:53
肯定taco。老特头本质上就是个商人，无利不起早，凭着美国底子可劲儿折腾，亏了是国家的，赚了是自己的。千万别用以往总统的行事风格来揣摩他。
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苍穹之剑888
苍穹之剑888
·
12:53
这五层蛋糕已经开始盈利，并且瓜分市场了。之前一直是应用层，去年是能源层、基础设施层。感觉剩下几层也很快盈利，加油
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苍穹之剑888
苍穹之剑888
·
12:52
JP Morgan做多能源做空大盘的决策是基于对战争将持续的预判。但这根本不是要点。我们要明白的一个重要前提是，不同的资金量和专业性才是不同投资人自身的基本面。基于不同自我基本面所做的决策，即便后续动作类似，决策逻辑也是天差地别。JP Morgan做多能源，做空大盘，还会有各种各样的对冲工具用以分散风险。而个人投资者如果也按这个决策操作，一旦战争快速结束，就等于完全做反。个人投资者的对冲工具是匮乏的，不能比。这也是金融、数学优等生可以进华尔街拿高薪的原因，一帮聪明人聚在一起研究如何风控，而这个不会拿出来说。
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苍穹之剑888
苍穹之剑888
·
12:52
其实目前相对安全的是高分红的公共事业股。银行目前不用怕，也不用担心，继续持有
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苍穹之剑888
苍穹之剑888
·
12:52
第一条喝第二条最重要了，感觉是需要这两条的，持续学习，持续加油
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苍穹之剑888
苍穹之剑888
·
03-07
三月份出来了，中东战争这个黑天鹅很难再有来修复性行情啊，中东战争现在看来短期很难结束，因此三月份投资不容乐观
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