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春天风云
春天风云
·
03-14 15:13
短线战争如果没有缓和迹象，原油很难下跌，只要霍尔木兹海峡不解除封锁那么原油会一直维持在较高价位。
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春天风云
春天风云
·
03-14 15:13
养龙虾对于普通人来讲不适合，因为操作起来麻烦，自己也不懂，一旦有安全问题，自己也很难发现适合，有一定的电脑安全基础的人 和有较强安全防御网的机构或公司
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春天风云
春天风云
·
03-14 15:12
油价保持在80-110左右，全世界的底线基本上是保住原油供应不断的程度下，老川会继续施压伊朗，再怎么也是降维打击。直到老川捞完一大堆油水才会收手，他只关心自己这一赛季能赚多少钱，名声大振，其它都是浮云
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春天风云
春天风云
·
03-14 15:12
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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春天风云
春天风云
·
03-14 15:12
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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春天风云
春天风云
·
03-14 15:12
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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春天风云
春天风云
·
03-14 15:11
短线关注战争受益品种比如原油军工化工等，中线长线关注标普纳斯达克见底的机会
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春天风云
春天风云
·
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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春天风云
春天风云
·
03-07
目前市场主要是看中东局势 和原油走势，中东局势不缓和原油不回落市场就难以走好
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春天风云
春天风云
·
03-07
直接军工板块， $雷神技术公司(RTX)$ （导弹、防空系统） / $洛克希德马丁(LMT)$ （军工龙头，战机、导弹、武器系统）/ $AeroVironment公司(AVAV)$ （无人机、弹药） / $克瑞拓斯安全防卫(KTOS)$ （无人机装备）；
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和原油走势，中东局势不缓和原油不回落市场就难以走好","listText":"目前市场主要是看中东局势 和原油走势，中东局势不缓和原油不回落市场就难以走好","text":"目前市场主要是看中东局势 和原油走势，中东局势不缓和原油不回落市场就难以走好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539922358952480","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"pjekn","avatar":"https://static.tigerbbs.com/35cf51de2c603826e1fc9987f5a3048d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274689532367","authorIdStr":"3479274689532367"},"content":"中东一乱，原油不跌，市场真难翻身啊！","text":"中东一乱，原油不跌，市场真难翻身啊！","html":"中东一乱，原油不跌，市场真难翻身啊！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539922258772680,"gmtCreate":1772835018653,"gmtModify":1772835021584,"author":{"id":"4133509870428530","authorId":"4133509870428530","name":"春天风云","avatar":"https://static.tigerbbs.com/b6bd9ab379a83fc9ea30fd7d42fb2b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133509870428530","authorIdStr":"4133509870428530"},"themes":[],"htmlText":"直接军工板块， 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