冯榕的个人主页 - 老虎社区

冯榕

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IP属地：江苏

20关注

15粉丝

0主题

0勋章

11-17

说说你对这篇新闻的看法...

抱歉，原内容已删除

10-24

谷歌都创新高了！**！

抱歉，原内容已删除

10-06

$美国超微公司(AMD)$ 有

09-03

胡说八道！

06-23

俄罗斯就是个**！

抱歉，原内容已删除

06-03

你烂吧！

抱歉，原内容已删除

02-21

放屁！

抱歉，原内容已删除

02-14

有怎么多对冲基金，你就说了二个减持，凭什么用“频”[捂脸]

抱歉，原内容已删除

01-30

技术我不懂，但中国人我懂

抱歉，原内容已删除

2024-12-12

说说你对这篇新闻的看法...

抱歉，原内容已删除

2024-11-09

清仓特斯拉就是**！

抱歉，原内容已删除

2024-10-22

你们想多了，波音的前景广阔，现在是买入的好时机

抱歉，原内容已删除

2024-10-21

你想多了！波音未来没什么问题！

抱歉，原内容已删除

2024-10-19

看好做空是外资的套路

抱歉，原内容已删除

2024-10-17

股市反应说明一切

抱歉，原内容已删除

2024-09-20

没有前途，根本不是降不降息的问题

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2024-08-14

$谷歌(GOOG)$ 哪位大神能回复一下，如果被拆分，原来持有的股票怎么办？

2024-08-10

为什么不对百度调查

抱歉，原内容已删除

2024-08-06

我宁愿相信世界上有鬼，也不相信你们的胡说八道！

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2024-08-05

中国经济学家的话反着听就行，我认为美国经济是确定的，不会陷入衰退；如果美国陷入衰退，哪个国家可以逃脱？

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首先。 美国总统拜登会在北京时间本周三发表国会联席会议上的常规演讲，因为时点的特殊，这次讲话也被交易圈广泛关注，其间拜登必然会涉及基建刺激计划的推行进展，以及上周开始炒作的加税话题， 根据白宫发言人的吹风会透漏，拜登将向国会正式递交针对年收入超过100万的美国富人们，以及针对企业的征税计划，同时还有上调资本利得税的草案。 这些征税手段试图在冷却美国政府的财政赤字，同时也减轻了美联储的购债压力，似乎让万亿的基建计划变的顺理成章：一方面通过征税的钱来推行万亿的基建计划，一方面，在刺激经济的同时通过发债量的控制来调控通胀，给了美联储推行利率正常化操作的窗口期。 只是这种过于完美的计划，通常都不怎么可信，要知道，在毫无阻力的状态下，基建计划的落地仍需要8年时间，而征税的多达2万多亿美元的金额所需时间则是10年，拜登政府在4年后仍然会连任吗？这显然是有画大饼的嫌疑。 更重要的是，根据FACTSET，BMO等机构的测算，历史上的大幅征税都没有对二级市场产生明显的负面影响，更何况目前拜登的征税幅度并不大 恶性通胀潮 其实真正需要注意的是，拜登政府想用征税来掩盖什么样的担忧：恶性通胀。 这几周以来，反应通胀率的几个必须消费品和生产原材料价格的涨幅已经越来越过分了： 市场在告诉我们，这场被美联储亲手势放的通胀潮已经兵临城下，而加税的预期对控通胀而言毫无助益。 会不会演化成恶性通胀潮呢？这是目前市场上越来越广泛的担忧。通胀一方面在挤压美联储的宽松空间，让投资拉动GDP增长的效率在边际减缓，一方面，也冲击了企业生产成本侧，不断蚕食各个实体经济的收益率。 已经有越来越多的企业在通胀压力下，无奈选择了涨价： 可口可乐首席执行官表示公司将提高价格以抵消较高的商品成本 宝洁也将提高婴儿护理，女性护理和成人失禁产品的价格 金佰利（K","listText":"新的交易周，市场在平稳中孕育着巨震，三件大事必须重点关注。 首先。 美国总统拜登会在北京时间本周三发表国会联席会议上的常规演讲，因为时点的特殊，这次讲话也被交易圈广泛关注，其间拜登必然会涉及基建刺激计划的推行进展，以及上周开始炒作的加税话题， 根据白宫发言人的吹风会透漏，拜登将向国会正式递交针对年收入超过100万的美国富人们，以及针对企业的征税计划，同时还有上调资本利得税的草案。 这些征税手段试图在冷却美国政府的财政赤字，同时也减轻了美联储的购债压力，似乎让万亿的基建计划变的顺理成章：一方面通过征税的钱来推行万亿的基建计划，一方面，在刺激经济的同时通过发债量的控制来调控通胀，给了美联储推行利率正常化操作的窗口期。 只是这种过于完美的计划，通常都不怎么可信，要知道，在毫无阻力的状态下，基建计划的落地仍需要8年时间，而征税的多达2万多亿美元的金额所需时间则是10年，拜登政府在4年后仍然会连任吗？这显然是有画大饼的嫌疑。 更重要的是，根据FACTSET，BMO等机构的测算，历史上的大幅征税都没有对二级市场产生明显的负面影响，更何况目前拜登的征税幅度并不大 恶性通胀潮 其实真正需要注意的是，拜登政府想用征税来掩盖什么样的担忧：恶性通胀。 这几周以来，反应通胀率的几个必须消费品和生产原材料价格的涨幅已经越来越过分了： 市场在告诉我们，这场被美联储亲手势放的通胀潮已经兵临城下，而加税的预期对控通胀而言毫无助益。 会不会演化成恶性通胀潮呢？这是目前市场上越来越广泛的担忧。通胀一方面在挤压美联储的宽松空间，让投资拉动GDP增长的效率在边际减缓，一方面，也冲击了企业生产成本侧，不断蚕食各个实体经济的收益率。 已经有越来越多的企业在通胀压力下，无奈选择了涨价： 可口可乐首席执行官表示公司将提高价格以抵消较高的商品成本 宝洁也将提高婴儿护理，女性护理和成人失禁产品的价格 金佰利（K","text":"新的交易周，市场在平稳中孕育着巨震，三件大事必须重点关注。 首先。 美国总统拜登会在北京时间本周三发表国会联席会议上的常规演讲，因为时点的特殊，这次讲话也被交易圈广泛关注，其间拜登必然会涉及基建刺激计划的推行进展，以及上周开始炒作的加税话题， 根据白宫发言人的吹风会透漏，拜登将向国会正式递交针对年收入超过100万的美国富人们，以及针对企业的征税计划，同时还有上调资本利得税的草案。 这些征税手段试图在冷却美国政府的财政赤字，同时也减轻了美联储的购债压力，似乎让万亿的基建计划变的顺理成章：一方面通过征税的钱来推行万亿的基建计划，一方面，在刺激经济的同时通过发债量的控制来调控通胀，给了美联储推行利率正常化操作的窗口期。 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