#美股目前如何？# _老虎社区_美港股上老虎 - 老虎社区

中环杰哥投资探秘

#美股目前如何？#

席勒市盈率，离2000年史无前例大泡沫只有一步之遥，那么美股真的这么危险吗？

美股金融环境，股票质地和特性早就天翻地覆变化了，而且动态市盈率，前瞻市盈率才是更重要，结果看并不高，所以，不要被经济学家吓到，一方面顺势而为，一方面监控前瞻市盈率即可。

非农减2.3万反送新高,周三CPI接得住吗?

上周五标普500指数涨0.62%并创收盘新高,纳斯达克综合指数涨1.30%、SPY涨0.61%、QQQ涨1.17%,道指涨0.28%。推手是一份"坏得刚好"的数据:7月非农意外减少2.3万人,5、6月新增合计再下修10.3万人,时薪同比只增3.2%,市场随即把9月加息押注压到约44%,利率预期降温直接给AI与半导体腾出估值空间。焦点转到北京时间周三晚20:30的7月CPI,已有观点提醒这份报告可能反而说明利率还得更高。当就业转弱成了利好,通胀数据会顺着同一条逻辑走吗?

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":594819104617824,"tweetId":"594819104617824","gmtCreate":1786237731997,"gmtModify":1786237735974,"author":{"id":59453294767938,"idStr":"59453294767938","authorId":59453294767938,"authorIdStr":"59453294767938","name":"中环杰哥投资探秘","avatar":"https://static.tigerbbs.com/192ec09eb67cf117d72bd26dff68eccd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.19","exceedPercentage":"80.74%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2036,"starInvestorFlag":false},"themes":[{"themeId":"cfc6b1c6993d42dc800bf43cf2977999","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"非农减2.3万反送新高,周三CPI接得住吗?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":cfc6b1c6993d42dc800bf43cf2977999}&rnconfig={\"headerBarHidden\": true}","description":"上周五标普500指数涨0.62%并创收盘新高,纳斯达克综合指数涨1.30%、SPY涨0.61%、QQQ涨1.17%,道指涨0.28%。推手是一份\"坏得刚好\"的数据:7月非农意外减少2.3万人,5、6月新增合计再下修10.3万人,时薪同比只增3.2%,市场随即把9月加息押注压到约44%,利率预期降温直接给AI与半导体腾出估值空间。焦点转到北京时间周三晚20:30的7月CPI,已有观点提醒这份报告可能反而说明利率还得更高。当就业转弱成了利好,通胀数据会顺着同一条逻辑走吗?","image":"https://static.tigerbbs.com/5a2edc590b8e582c283baa633b6fab5f"}],"images":[{"img":"https://static.tigerbbs.com/107ca9d8ef4dcc3369d7b276bd576f6d","width":"1280","height":"1988"}],"coverImages":[{"img":"https://static.tigerbbs.com/107ca9d8ef4dcc3369d7b276bd576f6d","width":"1280","height":"1988"}],"title":"","html":"<html><head></head><body><p>#美股目前如何？#</p>\n<p>席勒市盈率，离2000年史无前例大泡沫只有一步之遥，那么美股真的这么危险吗？</p>\n<p>美股金融环境，股票质地和特性早就天翻地覆变化了，而且动态市盈率，前瞻市盈率才是更重要，结果看并不高，所以，不要被经济学家吓到，一方面顺势而为，一方面监控前瞻市盈率即可。</p><img src=\"https://static.tigerbbs.com/107ca9d8ef4dcc3369d7b276bd576f6d\" tg-width=\"1280\" tg-height=\"1988\"></body></html>","htmlText":"<html><head></head><body><p>#美股目前如何？#</p>\n<p>席勒市盈率，离2000年史无前例大泡沫只有一步之遥，那么美股真的这么危险吗？</p>\n<p>美股金融环境，股票质地和特性早就天翻地覆变化了，而且动态市盈率，前瞻市盈率才是更重要，结果看并不高，所以，不要被经济学家吓到，一方面顺势而为，一方面监控前瞻市盈率即可。</p><img src=\"https://static.tigerbbs.com/107ca9d8ef4dcc3369d7b276bd576f6d\" tg-width=\"1280\" tg-height=\"1988\"></body></html>","text":"#美股目前如何？# 席勒市盈率，离2000年史无前例大泡沫只有一步之遥，那么美股真的这么危险吗？ 美股金融环境，股票质地和特性早就天翻地覆变化了，而且动态市盈率，前瞻市盈率才是更重要，结果看并不高，所以，不要被经济学家吓到，一方面顺势而为，一方面监控前瞻市盈率即可。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/594819104617824","repostId":0,"isVote":1,"tweetType":1,"viewCount":475,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":243,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/594819104617824"}