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Advisor
Advisor
·
2021-12-11
$Skillz Inc(SKLZ)$
Quickly climb up pls
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Advisor
Advisor
·
2021-12-03
$NIO Inc.(NIO)$
What’s gonna on? Why keep dropping?
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Advisor
Advisor
·
2021-10-14
$Takung Art Co., Ltd.(TKAT)$
加油
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Advisor
Advisor
·
2021-10-02
$AMC Entertainment(AMC)$
加油
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3
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Advisor
Advisor
·
2021-10-02
$AMC Entertainment(AMC)$
Jiayou
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Advisor
Advisor
·
2021-09-29
Nice
非常抱歉，此主贴已删除
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3
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Advisor
Advisor
·
2021-09-29
Don’t worry we will be back soon
@興興旺旺發發：
$AMC Entertainment(AMC)$[白眼]
$AMC Entertainment(AMC)$[白眼]
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Advisor
Advisor
·
2021-09-29
Nice
A50的利好以后可能会越来越多，把握好触底反弹的机遇
@许亚鑫：
今天两市成交量能温和放大到1.36万亿，白酒板块一枝独秀，对市场产生了巨大的虹吸效应，出现非常经典的“一九”行情，唯有牧鱼板块还稍微有些看点，周期类板块都纷纷抡起大锤砸盘，整个盘口盈亏家数对比为770比3339。 所以，标题的八个大字非常精准的形容了今天的行情走势，晚舟早归，不醉不归，利好白酒板块，我自己差点都信了这样的逻辑。 实际上，用比较通俗的话来形容就是，今天拉升的大多数是外资喜欢的板块，而今天砸盘的大多数则是内资喜欢的板块，晚舟早归被市场解读为兔子与老鹰释放出未来和解，10月底G20峰会可能见面，年底前可能互减关税的信号，所以顺势拉一波消费，尤其是朝着前期调整已经很到位的白酒板块使劲怼，逻辑相当通顺。 那么问题便来了： 消费板块能否取代周期板块成为接下来轮动的热点呢？ 我想，许导在前文《0923：高开低走，美联储展示鹰派立场！》已经给出了一些答案，并在今晚的视频直播课上，详细讲解了晚舟早归与拉闸限电的内在联系。 搞清楚了这一切，大家便搞清楚了接下来市场的节奏，也便能够明白，碳中和到底讲的是啥？到底这个板块讲的底层逻辑又是什么？ 因为这个周末所发生的事情不少，又涉及到很多敏感内容，已经在视频直播过程中给大家做了分享，至于一些相对比较不是很敏感的结论，就贴在专栏这边，分享给大家，希望对于大家的投资有所帮助： 第一，要注意红球和彩球的转化，接下来在国庆节后，是不是消费会直接从红球变成彩球，然后周期类个股从彩球变成红球。因为孟的事件，很显然就是中美关系缓和的标志之一，那么大家的PPI都高，接下来就有可能联手打通胀，此前一起联手释放原油储备，就是迹象之一。 第二，当下还是结构性行情，大规模的普涨行情，预计还得熬一段时间，至少我们得等中美互相减关税，这件事预计最快得在今年年底，因为10月底G20又是一个窗口。一旦关税互减开始了，会有个过程，这个过程就像18年互相打架一样，越大A
A50的利好以后可能会越来越多，把握好触底反弹的机遇
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Advisor
Advisor
·
2021-09-29
$ContextLogic Inc.(WISH)$
When can u go up again? Please
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2
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Advisor
Advisor
·
2021-09-28
加油哦
@Kenny1911：
$AMC Entertainment(AMC)$Hodl💪
$AMC Entertainment(AMC)$Hodl💪
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