imfrommars的个人主页 - 老虎社区

imfrommars

imfrommars

平常心

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64关注

86粉丝

7主题

0勋章

2018-12-14

天哪，真的假的，加入那么长时间，竟然还是一级？能不能按时间给点级别啊，分啊什么的，让老人有尊严的活着。 @Tony特别帅 @爱发红包的虎妞

2019-01-17

$Netflix, Inc.(NFLX)$今晚买put，希望能吃吧鸡。

2022-09-03

历史订单，百分比看不到了，差不多应该是1200%左右吧。盈利金额不是我说，在坐的各位都是.........

@小虎活动:【晒单有奖】寻找老虎社区“神级”期权交易员！

2019-02-01

$亚马逊(AMZN)$美股的财报真是鬼神莫测。

2022-08-03

$fuboTV Inc.(FUBO)$加仓！抄底！拉低成本！！！！给我冲！！！[愤怒] [愤怒] [愤怒]

2022-08-11

下拉进度条小小的一个点点，就知道满满的干货了。努力学习，天天向上。不过建议把美股财报的规则讲讲，就是那些什么14k，9f财报这种标签是什么意思。挺好的课。比较适合炒a股来用 [开心] [开心]

@芝士虎:限时赢1000虎币｜学读美股财报，对投资到底多重要？

2022-07-25

做空ups，赌财报 [愤怒] [愤怒] 本来想做空google，但是上周5已经先跌了 [愤怒] [愤怒]

@Buy_Sell:🚀【7月25日】看本周关键事件，聊本周交易计划

2022-07-15

都已平仓了，认亏出局，等待机会。今晚又是公布零售数据。瑟瑟发抖。看到美帝公布的这些个数据就烦 [愤怒]

@imfrommars:把握美股做多窗口。

去老虎APP查看更多动态

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不过南非mih集团这是达摩克斯之剑啊！这抛售压力太大了，最近美团又开始反腐了，据报道说移送司法机关几百个人。当年的百度糯米网，听说腐败的一塌糊涂，内部人和外部人一块造假，套取公司资金，最终一地鸡毛，直到去年（2022年）底彻底关停。 我还惊讶了一下，很久都没有听说过这个公司了，居然还活着。不过当年百度反腐名噪一时，有太子之称的李明远都黯然离职了，但也没有挡住百度的没落。 我很怀疑是不是历史会重演，可能高速发展的时候，公司都不在乎一点小钱，到了后面，发展遇到了瓶颈，可能就开始注意内部事务了。最近美团可能也是，外部发展不是很顺利，只能看看内部了。 今天上证大涨啊，港股和A股越来越背离了，我自选股里面一堆A股上涨，却还有一堆港科技股下跌。风水轮流转，前些天港股涨，现在终于轮到了A股，我看A股原本一些著名制造业公司很多都大涨了一下，难道A50又要回来了？ 北向资金有意思，这些天一直在流入，我想，是不是他们看涨人民币，又看A股一些公司业绩还不错，估值也不高，钱都随着汇率走。搞不明白啊！ 看到宝钢最近涨幅还不错，忽然很心痛，我去年买了好多，可是等到4块多的时候，被迫卖出，今日一看心情很糟糕。  深圳指数都已经创出一段时间新高了，看这趋势利好券商股啊！想起了券商茅东方财富，一看果然涨了好几个点。倒是市盈率也不是很高，真有一波牛市，收复最高点，不知道能不能期待一下。今天成交量排名沪指第一，大家都在抢券商，难道真预示着后市可期？ 人民币汇率破6.7，我去。当你不看好它时，它又重新上涨。当你看好时，没准它会下跌","text":"滴滴又能恢复新用户注册了，好事啊！可惜今天美股没有看盘，不然必定暴涨啊！ 这可能是个信号，可能相关部门要放宽这些互联网公司监管了。怪不得美团大跌，忽然让我想起了滴滴外卖，滴滴当时简直是美团最大竞争对手。现在重新得到放行，可能市场又想起了它的外卖业务，想象可能对美团造成影响，所以大跌。 不过南非mih集团这是达摩克斯之剑啊！这抛售压力太大了，最近美团又开始反腐了，据报道说移送司法机关几百个人。当年的百度糯米网，听说腐败的一塌糊涂，内部人和外部人一块造假，套取公司资金，最终一地鸡毛，直到去年（2022年）底彻底关停。 我还惊讶了一下，很久都没有听说过这个公司了，居然还活着。不过当年百度反腐名噪一时，有太子之称的李明远都黯然离职了，但也没有挡住百度的没落。 我很怀疑是不是历史会重演，可能高速发展的时候，公司都不在乎一点小钱，到了后面，发展遇到了瓶颈，可能就开始注意内部事务了。最近美团可能也是，外部发展不是很顺利，只能看看内部了。 今天上证大涨啊，港股和A股越来越背离了，我自选股里面一堆A股上涨，却还有一堆港科技股下跌。风水轮流转，前些天港股涨，现在终于轮到了A股，我看A股原本一些著名制造业公司很多都大涨了一下，难道A50又要回来了？ 北向资金有意思，这些天一直在流入，我想，是不是他们看涨人民币，又看A股一些公司业绩还不错，估值也不高，钱都随着汇率走。搞不明白啊！ 看到宝钢最近涨幅还不错，忽然很心痛，我去年买了好多，可是等到4块多的时候，被迫卖出，今日一看心情很糟糕。 深圳指数都已经创出一段时间新高了，看这趋势利好券商股啊！想起了券商茅东方财富，一看果然涨了好几个点。倒是市盈率也不是很高，真有一波牛市，收复最高点，不知道能不能期待一下。今天成交量排名沪指第一，大家都在抢券商，难道真预示着后市可期？ 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[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/685898580","isVote":1,"tweetType":1,"viewCount":10665,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474371758107152","authorId":"3474371758107152","name":"Justin_08","avatar":"https://static.tigerbbs.com/5a21ccdf1037446d6da5ea5b9c038705","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3474371758107152","idStr":"3474371758107152"},"content":"这次财报不会有啥亮点吧！？反正没搞懂为什么会一直压低价格。。。","text":"这次财报不会有啥亮点吧！？反正没搞懂为什么会一直压低价格。。。","html":"这次财报不会有啥亮点吧！？反正没搞懂为什么会一直压低价格。。。"},{"author":{"id":"11276049898585","authorId":"11276049898585","name":"leochen1984","avatar":"https://static.tigerbbs.com/2fa3acc09d517298b8d8c0312f6423b4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"11276049898585","idStr":"11276049898585"},"content":"每次一到财报我就害怕","text":"每次一到财报我就害怕","html":"每次一到财报我就害怕"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684151586,"gmtCreate":1660179832047,"gmtModify":1660179832047,"author":{"id":"215822191374377","authorId":"215822191374377","name":"imfrommars","avatar":"https://static.tigerbbs.com/30e2639a2aed97aec5869c579e99db31","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"215822191374377","idStr":"215822191374377"},"themes":[],"htmlText":"下拉进度条小小的一个点点，就知道满满的干货了。努力学习，天天向上。不过建议把美股财报的规则讲讲，就是那些什么14k，9f财报这种标签是什么意思。挺好的课。比较适合炒a股来用 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🎁绝大部分人都听过「财报」这个词，但很多人对它有刻板印象，认为读懂财报是件专业且困难的事，毕竟财报里包含了大量晦涩难懂的金融名词。但尽管这样，还是有非常多的投资者和金融大佬，愿意把大量的精力和时间花在研究财报上，这是为什么？股神巴菲特曾说过：你必须了解财务报告，因为它是企业与外界交流的语言，一种完美无瑕的语言，只有你愿意花时间去学习它，才能够独立选出投资标的。我说的👆换句话说：你在股市赚多少钱，跟你对投资对象的了解程度成正比。很多人不能理解，不学美股财报，只要掌握了基础的股票交易知识，照样可以炒美股，干嘛还要花时间去学美股财报呢？ 你看，这就是你和投资大佬们的差距了。巴菲特在股市中铸造了无数令人津津乐道的投资经典案例，每一个案例背后都有他对于公司财报的独特理解和看法。我们来看看其中的两个最经典案例： 1、Sanborn Maps Sanborn 主要业务是为：保险公司印刷和校正美国所有城市的地理详图；这类地图能提供下水道的宽度、消防水龙头的位置、屋顶使用材料等信息。Sanborn 不仅能凭借自身的垄断地位，长期获得高额利润，并且还不会受到经济周期影响；公司业务本身不需要大量资金投入，所以管理层几乎将所有的公司盈余都用于对外投资。但，这样的投资方式最终导致了 Sanborn 投资业务不断扩大，公司主营的地图业务反而逐步萎缩的情况。巴菲特在投资 Sanborn 时，是有深入研究过财务报告的，他发现仅仅是公司的投资组合资金就达到了65美元/股，这还不包括它的地图业务价值。而 Sanborn 公司当时的股价仅为 45 美元/股。他判断：买入这家公司股票相当于是捡了一个大便宜。因此，巴菲特在1958年，1959年两年的时间之内，不断累计该公司筹码买入大量股票，最终以 35%的股权进入 Sanborn 并","listText":"虎友，你好～ 欢迎再次来到芝士学堂，我是芝士虎这次为大家准备了彩蛋，文章结尾揭晓 🎁绝大部分人都听过「财报」这个词，但很多人对它有刻板印象，认为读懂财报是件专业且困难的事，毕竟财报里包含了大量晦涩难懂的金融名词。但尽管这样，还是有非常多的投资者和金融大佬，愿意把大量的精力和时间花在研究财报上，这是为什么？股神巴菲特曾说过：你必须了解财务报告，因为它是企业与外界交流的语言，一种完美无瑕的语言，只有你愿意花时间去学习它，才能够独立选出投资标的。我说的👆换句话说：你在股市赚多少钱，跟你对投资对象的了解程度成正比。很多人不能理解，不学美股财报，只要掌握了基础的股票交易知识，照样可以炒美股，干嘛还要花时间去学美股财报呢？ 你看，这就是你和投资大佬们的差距了。巴菲特在股市中铸造了无数令人津津乐道的投资经典案例，每一个案例背后都有他对于公司财报的独特理解和看法。我们来看看其中的两个最经典案例： 1、Sanborn Maps Sanborn 主要业务是为：保险公司印刷和校正美国所有城市的地理详图；这类地图能提供下水道的宽度、消防水龙头的位置、屋顶使用材料等信息。Sanborn 不仅能凭借自身的垄断地位，长期获得高额利润，并且还不会受到经济周期影响；公司业务本身不需要大量资金投入，所以管理层几乎将所有的公司盈余都用于对外投资。但，这样的投资方式最终导致了 Sanborn 投资业务不断扩大，公司主营的地图业务反而逐步萎缩的情况。巴菲特在投资 Sanborn 时，是有深入研究过财务报告的，他发现仅仅是公司的投资组合资金就达到了65美元/股，这还不包括它的地图业务价值。而 Sanborn 公司当时的股价仅为 45 美元/股。他判断：买入这家公司股票相当于是捡了一个大便宜。因此，巴菲特在1958年，1959年两年的时间之内，不断累计该公司筹码买入大量股票，最终以 35%的股权进入 Sanborn 并","text":"虎友，你好～ 欢迎再次来到芝士学堂，我是芝士虎这次为大家准备了彩蛋，文章结尾揭晓 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[愤怒] [愤怒] 本来想做空google，但是上周5已经先跌了 [愤怒] [愤怒]","listText":"做空ups，赌财报 [愤怒] [愤怒] 本来想做空google，但是上周5已经先跌了 [愤怒] [愤怒]","text":"做空ups，赌财报 [愤怒] [愤怒] 本来想做空google，但是上周5已经先跌了 [愤怒] [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/682966566","repostId":"682930439","repostType":1,"repost":{"id":682930439,"gmtCreate":1658717633364,"gmtModify":1703729209077,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【7月25日】看本周关键事件，聊本周交易计划","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场7月25日讯，上周五美股全线收跌，社交媒体股重挫，中概股走弱。港股今日低开，恒指跌0.45%，国指跌0.53%，恒生科技指数跌0.77%。盘面上，回港中概股普跌，新能源汽车股<a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌幅明显，阿里巴巴、京东皆下跌；乳制品股、体育用品股、生物科技股、濠赌股纷纷走低。另一方面，铝业股走强，拟66亿元并表云铝股份，中国铝业高开近4%，教育股、家电股多数上涨。<a target=\"_blank\" href=\"https://laohu8.com/S/06186\">$中国飞鹤(06186)$</a> 跌超5%，上半年利润同比预减33.4%-42.4%。本周市场前瞻7月25日 周一关键词：<a target=\"_blank\" href=\"https://laohu8.com/S/PHG\">$飞利浦(PHG)$</a> 财报；达拉斯联储商业活动指数周一，经济数据方面，重磅的宏观数据较少，达拉斯联储商业活动指数将发布。7月26日 周二关键词：<a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> /麦当劳/药明康德财报周二，经济数据方面，美国将发布S&amp;P/CS20座大城市房价指数年率、里奇蒙德联储","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场7月25日讯，上周五美股全线收跌，社交媒体股重挫，中概股走弱。港股今日低开，恒指跌0.45%，国指跌0.53%，恒生科技指数跌0.77%。盘面上，回港中概股普跌，新能源汽车股<a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌幅明显，阿里巴巴、京东皆下跌；乳制品股、体育用品股、生物科技股、濠赌股纷纷走低。另一方面，铝业股走强，拟66亿元并表云铝股份，中国铝业高开近4%，教育股、家电股多数上涨。<a target=\"_blank\" href=\"https://laohu8.com/S/06186\">$中国飞鹤(06186)$</a> 跌超5%，上半年利润同比预减33.4%-42.4%。本周市场前瞻7月25日 周一关键词：<a target=\"_blank\" href=\"https://laohu8.com/S/PHG\">$飞利浦(PHG)$</a> 财报；达拉斯联储商业活动指数周一，经济数据方面，重磅的宏观数据较少，达拉斯联储商业活动指数将发布。7月26日 周二关键词：<a target=\"_blank\" href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> /麦当劳/药明康德财报周二，经济数据方面，美国将发布S&amp;P/CS20座大城市房价指数年率、里奇蒙德联储","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。港股市场7月25日讯，上周五美股全线收跌，社交媒体股重挫，中概股走弱。港股今日低开，恒指跌0.45%，国指跌0.53%，恒生科技指数跌0.77%。盘面上，回港中概股普跌，新能源汽车股$蔚来-SW(09866)$ 、$小鹏汽车-W(09868)$ 、$理想汽车-W(02015)$ 跌幅明显，阿里巴巴、京东皆下跌；乳制品股、体育用品股、生物科技股、濠赌股纷纷走低。另一方面，铝业股走强，拟66亿元并表云铝股份，中国铝业高开近4%，教育股、家电股多数上涨。$中国飞鹤(06186)$ 跌超5%，上半年利润同比预减33.4%-42.4%。本周市场前瞻7月25日 周一关键词：$飞利浦(PHG)$ 财报；达拉斯联储商业活动指数周一，经济数据方面，重磅的宏观数据较少，达拉斯联储商业活动指数将发布。7月26日 周二关键词：$可口可乐(KO)$ /麦当劳/药明康德财报周二，经济数据方面，美国将发布S&P/CS20座大城市房价指数年率、里奇蒙德联储","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"},{"img":"https://static.tigerbbs.com/670ed4d43f6003544708acd9bea8b4b1","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/1b7007e2fdc7486b05aee200cab61c09","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682930439","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688737905,"gmtCreate":1657847785211,"gmtModify":1704868448756,"author":{"id":"215822191374377","authorId":"215822191374377","name":"imfrommars","avatar":"https://static.tigerbbs.com/30e2639a2aed97aec5869c579e99db31","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"215822191374377","idStr":"215822191374377"},"themes":[],"htmlText":"都已平仓了，认亏出局，等待机会。今晚又是公布零售数据。瑟瑟发抖。看到美帝公布的这些个数据就烦 [愤怒]","listText":"都已平仓了，认亏出局，等待机会。今晚又是公布零售数据。瑟瑟发抖。看到美帝公布的这些个数据就烦 [愤怒]","text":"都已平仓了，认亏出局，等待机会。今晚又是公布零售数据。瑟瑟发抖。看到美帝公布的这些个数据就烦 [愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/688737905","repostId":"688994779","repostType":1,"repost":{"id":688994779,"gmtCreate":1657268440992,"gmtModify":1704867066273,"author":{"id":"215822191374377","authorId":"215822191374377","name":"imfrommars","avatar":"https://static.tigerbbs.com/30e2639a2aed97aec5869c579e99db31","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"215822191374377","idStr":"215822191374377"},"themes":[],"title":"把握美股做多窗口。","htmlText":"看了一些精华文章，写得啥呀，全是解释，没有判断，几张图一放，有个屁用，回头底下还一堆人叫好。不理解。咱不玩虚的。明说：现在到7月底，是美股难得的做多窗口。美股从年初到现在是主要市场里跌得最多得，即使未来还要大幅下跌，是不是这个位置也该缓口气。要知道美股作为三大泡沫，没那么容易倒下的，这是情。从图形上看，标普之前的3636点与后来的3785点构成一个小双底，差的仅是一根突破的大阳线，就能迎来持续的上涨，像这两个月的A股一样。这是势。6月份的通胀爆表导致加息75个bp，股指的暴跌，到现在预期28号会加息75个bp的概率仍在90%以上，可是近期的数据很差，就业数据跟pmi都不好，今晚要公布6月失业率，前值3.6%，预报3.6%，怎么可能跟5月一样，真当6月通胀没有影响吗？肯定不及预期，再叠加最近大宗的下跌，通胀的稍微回落，那么可以预计7月份加不了75个点，要知道，这几十年仅有上个月加75个点，已经是非常规了，所以不可能连着加75的。这是理。而且注意到，联储说好的缩表最后才缩了个位数，说明联储还是很在意这个市场的。联储到最终，需要一个低位的市场来吸收回流的美元，但是不会希望一直跌，这与平稳降落的方针不服，所以也就是做空路径没那么好选择的原因。最后稳妥的直接做多标普etf，胆大能力强的做小盘个股。当然通胀下来，做多10年美债也是不错的选择。而且更稳妥一些。特地赶在今晚失业率公布前发此文。a股都少看好几眼。最后，本文只是自己的逻辑思考与装b用，不做个股推荐或者他人的买卖依据，一切后果本人概不负责。祝大家发财<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","listText":"看了一些精华文章，写得啥呀，全是解释，没有判断，几张图一放，有个屁用，回头底下还一堆人叫好。不理解。咱不玩虚的。明说：现在到7月底，是美股难得的做多窗口。美股从年初到现在是主要市场里跌得最多得，即使未来还要大幅下跌，是不是这个位置也该缓口气。要知道美股作为三大泡沫，没那么容易倒下的，这是情。从图形上看，标普之前的3636点与后来的3785点构成一个小双底，差的仅是一根突破的大阳线，就能迎来持续的上涨，像这两个月的A股一样。这是势。6月份的通胀爆表导致加息75个bp，股指的暴跌，到现在预期28号会加息75个bp的概率仍在90%以上，可是近期的数据很差，就业数据跟pmi都不好，今晚要公布6月失业率，前值3.6%，预报3.6%，怎么可能跟5月一样，真当6月通胀没有影响吗？肯定不及预期，再叠加最近大宗的下跌，通胀的稍微回落，那么可以预计7月份加不了75个点，要知道，这几十年仅有上个月加75个点，已经是非常规了，所以不可能连着加75的。这是理。而且注意到，联储说好的缩表最后才缩了个位数，说明联储还是很在意这个市场的。联储到最终，需要一个低位的市场来吸收回流的美元，但是不会希望一直跌，这与平稳降落的方针不服，所以也就是做空路径没那么好选择的原因。最后稳妥的直接做多标普etf，胆大能力强的做小盘个股。当然通胀下来，做多10年美债也是不错的选择。而且更稳妥一些。特地赶在今晚失业率公布前发此文。a股都少看好几眼。最后，本文只是自己的逻辑思考与装b用，不做个股推荐或者他人的买卖依据，一切后果本人概不负责。祝大家发财<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a>","text":"看了一些精华文章，写得啥呀，全是解释，没有判断，几张图一放，有个屁用，回头底下还一堆人叫好。不理解。咱不玩虚的。明说：现在到7月底，是美股难得的做多窗口。美股从年初到现在是主要市场里跌得最多得，即使未来还要大幅下跌，是不是这个位置也该缓口气。要知道美股作为三大泡沫，没那么容易倒下的，这是情。从图形上看，标普之前的3636点与后来的3785点构成一个小双底，差的仅是一根突破的大阳线，就能迎来持续的上涨，像这两个月的A股一样。这是势。6月份的通胀爆表导致加息75个bp，股指的暴跌，到现在预期28号会加息75个bp的概率仍在90%以上，可是近期的数据很差，就业数据跟pmi都不好，今晚要公布6月失业率，前值3.6%，预报3.6%，怎么可能跟5月一样，真当6月通胀没有影响吗？肯定不及预期，再叠加最近大宗的下跌，通胀的稍微回落，那么可以预计7月份加不了75个点，要知道，这几十年仅有上个月加75个点，已经是非常规了，所以不可能连着加75的。这是理。而且注意到，联储说好的缩表最后才缩了个位数，说明联储还是很在意这个市场的。联储到最终，需要一个低位的市场来吸收回流的美元，但是不会希望一直跌，这与平稳降落的方针不服，所以也就是做空路径没那么好选择的原因。最后稳妥的直接做多标普etf，胆大能力强的做小盘个股。当然通胀下来，做多10年美债也是不错的选择。而且更稳妥一些。特地赶在今晚失业率公布前发此文。a股都少看好几眼。最后，本文只是自己的逻辑思考与装b用，不做个股推荐或者他人的买卖依据，一切后果本人概不负责。祝大家发财$标普500ETF(SPY)$$纳指100ETF(QQQ)$","images":[{"img":"https://static.tigerbbs.com/f7c336aedc2d8cf0bca1e66ac3cdf843","width":"1080","height":"962"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688994779","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}