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冬天的月亮
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冬天的月亮
冬天的月亮
·
03-16 15:44
美股七巨头 是美国经济的核心， 他们调下来对长期投资者来讲都是机会近期调整比较多，时间比较长走势弱于大盘， 估值大概率进入合理区间
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冬天的月亮
冬天的月亮
·
03-14
WTI 和布伦特原油在极短时间内出现创纪录涨幅（如单日涨幅一度扩大至 10%-14%，甚至更早前出现过单日暴涨近 30% 的极端预期）,此类由突发消息驱动的暴涨往往伴随剧烈的日内波动，一旦利好出尽或避险情绪缓和，追高者极易面临快速回撤.
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冬天的月亮
冬天的月亮
·
03-14
OpenClaw产业叙事短期热度分化、中期有瓶颈、长期能持续，但会从“概念狂欢”转向“务实落地”。
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冬天的月亮
冬天的月亮
·
03-14
现在战争不是特朗普说停就能停得了，主动权在伊朗手里。伊朗为了获得更好的谈判条件，至少要把WTI油价封锁到100美元以上才有利于谈判，而且预计伊朗在哈梅内伊的40天哀悼期内不会与美国公开谈判，只会私下接触，至少要把海峡封锁40天，政治上才会有台阶下。预计双方私下接触有成效后，伊朗会逐步放松对海峡的封锁。
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冬天的月亮
冬天的月亮
·
03-14
目前最能看到结果的是能源，芯片，和基础设施。其余的两层，看到接头需要的周期更长，谨慎行资金看前三层
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冬天的月亮
冬天的月亮
·
03-14
短线这种策略可行，但随时要关注战争的走势，一旦战争有缓和的迹象，那么这种策略必须马上停止
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冬天的月亮
冬天的月亮
·
03-14
恐慌传导，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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冬天的月亮
冬天的月亮
·
03-14
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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冬天的月亮
冬天的月亮
·
03-07
三月份股市能不能修复关键看中东局势发展，当前看中东局势，没有缓和迹象，战争依然持续发展三月份行情很难
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冬天的月亮
冬天的月亮
·
03-07
美股能不能涨，关键看中东局势，中东局势紧张美股就很难上涨，如果能够缓和战争能够结束那么 美国将会迎来反弹
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