自己的一点思考，这周_老虎社区_美港股上老虎

日富一日年富一年
2025-08-21

自己的一点思考，这周市场开始交易九月不降息的逻辑

1、交易员减少对美联储今年两次降息的押注。

2、科技股已连续上涨一段时间，出于避险/锁盈/回笼资金/恐慌情绪的干扰，都有一定幅度的出逃显现。

3、黄金也下跌，因为不降息美元指数则强，加之俄乌方面没有重大利空，避险情绪下降。

4、恐慌指数vix有上涨但并不离谱，因为没有急发性黑天鹅事件。

5、如果不降息，美元不外流，新兴市场是否也会受到冲击？日港中韩新。

但是，还有大总统这个最大的变量，一条推特可以颠覆上述全部逻辑。[开心]

$纳斯达克(.IXIC)$ $英伟达(NVDA)$ $标普500(.SPX)$

@小虎交易笔记 @小虎活动 @爱发红包的虎妞

# 晒晒更赚钱

修改于 2025-08-22 20:18

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。

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你还会爱吗
·2025-08-22
这个逻辑挺全面，但大总统真心不靠谱啊
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量化交易追随者
·2025-08-22
这波市场逻辑挺有道理，但要小心黑天鹅啊
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新时代牛马
·2025-08-22
大概会跌到多少
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超越666888
·2025-08-23
1
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Lydia758
·2025-08-23
阅
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href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;<img src=\"https://static.tigerbbs.com/078f76af129a202e5db39e7bacc1bfb9\" tg-width=\"1320\" tg-height=\"2868\"><img src=\"https://static.tigerbbs.com/b0aecd8bf7b70c9b5fb9306888faaa46\" tg-width=\"1320\" tg-height=\"2868\"></body></html>","htmlText":"<html><head></head><body>自己的一点思考，这周市场开始交易九月不降息的逻辑\n1、交易员减少对美联储今年两次降息的押注。\n2、科技股已连续上涨一段时间，出于避险/锁盈/回笼资金/恐慌情绪的干扰，都有一定幅度的出逃显现。\n3、黄金也下跌，因为不降息美元指数则强，加之俄乌方面没有重大利空，避险情绪下降。\n4、恐慌指数vix有上涨但并不离谱，因为没有急发性黑天鹅事件。\n5、如果不降息，美元不外流，新兴市场是否也会受到冲击？日港中韩新。\n但是，还有大总统这个最大的变量，一条推特可以颠覆上述全部逻辑。[开心]&nbsp;&nbsp;<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$&nbsp;</a>&nbsp;\n<a href=\"https://laohu8.com/U/3527667699676929\">@小虎交易笔记</a> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a>&nbsp;<img src=\"https://static.tigerbbs.com/078f76af129a202e5db39e7bacc1bfb9\" tg-width=\"1320\" tg-height=\"2868\"><img src=\"https://static.tigerbbs.com/b0aecd8bf7b70c9b5fb9306888faaa46\" tg-width=\"1320\" tg-height=\"2868\"></body></html>","text":"自己的一点思考，这周市场开始交易九月不降息的逻辑 1、交易员减少对美联储今年两次降息的押注。 2、科技股已连续上涨一段时间，出于避险/锁盈/回笼资金/恐慌情绪的干扰，都有一定幅度的出逃显现。 3、黄金也下跌，因为不降息美元指数则强，加之俄乌方面没有重大利空，避险情绪下降。 4、恐慌指数vix有上涨但并不离谱，因为没有急发性黑天鹅事件。 5、如果不降息，美元不外流，新兴市场是否也会受到冲击？日港中韩新。 但是，还有大总统这个最大的变量，一条推特可以颠覆上述全部逻辑。[开心] $纳斯达克(.IXIC)$ $英伟达(NVDA)$ $标普500(.SPX)$ @小虎交易笔记 @小虎活动 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