$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

20
3
收藏

邓文鄧文邓闻
2024-07-18

$英伟达(NVDA)$ 今天把市场超预期下跌的屎瓶子扣在阿斯麦头上，我是觉得非常的不地道，

我是觉得两点是主力：1）是水位明显不足，看罗素指数和ETF还有房地产周期板块，2）是，市场预期的美元指数尤其是特朗普交易预期的美元指数、跟佬鲍推动的妹纸还有今天沃勒推动的美元指数，预期与现实走势严重背离

现在的情况跟一月份简直是一模一样，唯一不通的是：没有传导到逆回购，和企业债供给端，和房贷利率下行点，

今晚的市场平衡性可以说是超预期的扩张，健康的情况应该是底部和顶部同涨、顶部慢；现在是顶部大跌而底部涨的慢，VIX应该是对这个做出反应、而不是科技股大跌做出反应，so，今晚的VIX是恐慌、而不是对冲买入引发，如果水位还是下行趋势、那么恐慌还会延续，我最担心的是中丐明天涨VIX涨、平衡性发出错误的信号、造成市场更加的混乱；刚才看高盛也有解析：什么7月17号的拐点和8月季节性基金平衡什么的，

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

20

举报

评论（3）

推荐
最新

big龙
·2024-07-18
[无语] 奇葩解析
回复
点赞
举报
超越666888
·2024-07-18
阅
回复
点赞
举报
2ca1732f
·2024-07-18
已阅
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":328470063304920,"tweetId":"328470063304920","gmtCreate":1721235970698,"gmtModify":1721237364363,"author":{"id":3503176530513854,"idStr":"3503176530513854","authorId":3503176530513854,"authorIdStr":"3503176530513854","name":"邓文 鄧文 邓闻","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1764,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 今天把市场超预期下跌的屎瓶子扣在阿斯麦头上，我是觉得非常的不地道，\n<p>我是觉得两点是主力：1）是水位明显不足，看罗素指数和ETF还有房地产周期板块，2）是，市场预期的美元指数尤其是特朗普交易预期的美元指数、跟佬鲍推动的妹纸还有今天沃勒推动的美元指数，预期与现实走势严重背离</p>\n<p>现在的情况跟一月份简直是一模一样，唯一不通的是：没有传导到逆回购，和企业债供给端，和房贷利率下行点，</p>\n<p>今晚的市场平衡性可以说是超预期的扩张，健康的情况应该是底部和顶部同涨、顶部慢；现在是顶部大跌而底部涨的慢，VIX应该是对这个做出反应、而不是科技股大跌做出反应，so，今晚的VIX是恐慌、而不是对冲买入引发，如果水位还是下行趋势、那么恐慌还会延续，我最担心的是中丐明天涨VIX涨、平衡性发出错误的信号、造成市场更加的混乱； 刚才看高盛也有解析：什么7月17号的拐点和8月季节性基金平衡什么的，</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 今天把市场超预期下跌的屎瓶子扣在阿斯麦头上，我是觉得非常的不地道，\n<p>我是觉得两点是主力：1）是水位明显不足，看罗素指数和ETF还有房地产周期板块，2）是，市场预期的美元指数尤其是特朗普交易预期的美元指数、跟佬鲍推动的妹纸还有今天沃勒推动的美元指数，预期与现实走势严重背离</p>\n<p>现在的情况跟一月份简直是一模一样，唯一不通的是：没有传导到逆回购，和企业债供给端，和房贷利率下行点，</p>\n<p>今晚的市场平衡性可以说是超预期的扩张，健康的情况应该是底部和顶部同涨、顶部慢；现在是顶部大跌而底部涨的慢，VIX应该是对这个做出反应、而不是科技股大跌做出反应，so，今晚的VIX是恐慌、而不是对冲买入引发，如果水位还是下行趋势、那么恐慌还会延续，我最担心的是中丐明天涨VIX涨、平衡性发出错误的信号、造成市场更加的混乱； 刚才看高盛也有解析：什么7月17号的拐点和8月季节性基金平衡什么的，</p></body></html>","text":"$英伟达(NVDA)$ 今天把市场超预期下跌的屎瓶子扣在阿斯麦头上，我是觉得非常的不地道， 我是觉得两点是主力：1）是水位明显不足，看罗素指数和ETF还有房地产周期板块，2）是，市场预期的美元指数尤其是特朗普交易预期的美元指数、跟佬鲍推动的妹纸还有今天沃勒推动的美元指数，预期与现实走势严重背离 现在的情况跟一月份简直是一模一样，唯一不通的是：没有传导到逆回购，和企业债供给端，和房贷利率下行点， 今晚的市场平衡性可以说是超预期的扩张，健康的情况应该是底部和顶部同涨、顶部慢；现在是顶部大跌而底部涨的慢，VIX应该是对这个做出反应、而不是科技股大跌做出反应，so，今晚的VIX是恐慌、而不是对冲买入引发，如果水位还是下行趋势、那么恐慌还会延续，我最担心的是中丐明天涨VIX涨、平衡性发出错误的信号、造成市场更加的混乱； 刚才看高盛也有解析：什么7月17号的拐点和8月季节性基金平衡什么的，","highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/328470063304920","repostId":0,"isVote":1,"tweetType":1,"viewCount":12241,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ASML"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":719,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":328483646283944,"commentId":"328483646283944","gmtCreate":1721239351124,"gmtModify":1721295649429,"authorId":9000000000000146,"author":{"id":9000000000000146,"idStr":"9000000000000146","authorId":9000000000000146,"name":"big龙","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":328470063304920,"objectIdStr":"328470063304920","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[无语] 奇葩解析","text":"[无语] 奇葩解析","html":"[无语] 奇葩解析","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":328576178495784,"commentId":"328576178495784","gmtCreate":1721261882289,"gmtModify":1721261885933,"authorId":4120115595748460,"author":{"id":4120115595748460,"idStr":"4120115595748460","authorId":4120115595748460,"name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","vip":1,"hat":"https://static.tigerbbs.com/d74dcc2cd4f8a347d0fe15c68026c85f","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":328470063304920,"objectIdStr":"328470063304920","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0},{"id":328537818697784,"commentId":"328537818697784","gmtCreate":1721252477454,"gmtModify":1721252481378,"authorId":3560652149389543,"author":{"id":3560652149389543,"idStr":"3560652149389543","authorId":3560652149389543,"name":"2ca1732f","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":328470063304920,"objectIdStr":"328470063304920","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"已阅","text":"已阅","html":"已阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}