+关注
小赚100万
暂无个人介绍
IP属地:北京
241
关注
8
粉丝
2
主题
0
勋章
主贴
热门
小赚100万
2022-04-14
丢人现眼的东西
抱歉,原内容已删除
小赚100万
2022-01-27
就是硬气
抱歉,原内容已删除
小赚100万
2021-12-29
纯属放屁
抱歉,原内容已删除
小赚100万
2021-12-28
不要脸
抱歉,原内容已删除
小赚100万
2021-12-14
屡教不改,一个互撕的地方
抱歉,原内容已删除
小赚100万
2021-09-26
放屁一样,还是嫌自己被通报罚款太少了?
抱歉,原内容已删除
小赚100万
2021-05-22
先生千古,国之栋梁,沉痛的一天,一路走好~
抱歉,原内容已删除
小赚100万
2021-05-10
给力!姨太
抱歉,原内容已删除
小赚100万
2021-04-26
活该!
抱歉,原内容已删除
小赚100万
2021-03-15
真会玩儿[捂脸] [捂脸]
抱歉,原内容已删除
小赚100万
2021-03-01
要脸不
抱歉,原内容已删除
小赚100万
2021-02-23
宏观大师
@聪明投资人:刘煜辉最新演讲:比特币未来出现10万的价格也不奇怪,抱团情绪让一些股票跌出了安全边际,上半年是很好的布局窗口
小赚100万
2021-02-17
Mark
抱歉,原内容已删除
小赚100万
2021-02-02
腾讯**
抱歉,原内容已删除
小赚100万
2021-01-29
丢人现眼
抱歉,原内容已删除
小赚100万
2021-01-09
Mark
抱歉,原内容已删除
小赚100万
2020-12-31
厉害👍🏻👍🏻👍🏻👍🏻
抱歉,原内容已删除
小赚100万
2020-12-30
不易~
抱歉,原内容已删除
小赚100万
2020-12-30
[捂脸]
抱歉,原内容已删除
小赚100万
2020-12-29
一个只会胡编乱造的自媒体,活该~
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3500273728119260","uuid":"3500273728119260","gmtCreate":1537241281426,"gmtModify":1605950688466,"name":"小赚100万","pinyin":"xz100wxiaozhuan100wan","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":8,"headSize":241,"tweetSize":27,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":613269420,"gmtCreate":1649913024060,"gmtModify":1649913024060,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"丢人现眼的东西","listText":"丢人现眼的东西","text":"丢人现眼的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613269420","repostId":"2227645651","repostType":4,"isVote":1,"tweetType":1,"viewCount":3983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639671428,"gmtCreate":1643291885170,"gmtModify":1643291885170,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"就是硬气","listText":"就是硬气","text":"就是硬气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639671428","repostId":"1118807219","repostType":2,"isVote":1,"tweetType":1,"viewCount":4686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696450623,"gmtCreate":1640752274983,"gmtModify":1640754148521,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"纯属放屁","listText":"纯属放屁","text":"纯属放屁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696450623","repostId":"1112660165","repostType":2,"isVote":1,"tweetType":1,"viewCount":4176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696857850,"gmtCreate":1640669735955,"gmtModify":1640671686891,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"不要脸","listText":"不要脸","text":"不要脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696857850","repostId":"2194488615","repostType":2,"isVote":1,"tweetType":1,"viewCount":6061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607007318,"gmtCreate":1639452415332,"gmtModify":1639452415332,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"屡教不改,一个互撕的地方","listText":"屡教不改,一个互撕的地方","text":"屡教不改,一个互撕的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607007318","repostId":"1109581048","repostType":2,"isVote":1,"tweetType":1,"viewCount":5522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868208087,"gmtCreate":1632646760849,"gmtModify":1632650951121,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"放屁一样,还是嫌自己被通报罚款太少了?","listText":"放屁一样,还是嫌自己被通报罚款太少了?","text":"放屁一样,还是嫌自己被通报罚款太少了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868208087","repostId":"1180257725","repostType":4,"isVote":1,"tweetType":1,"viewCount":5312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139772293,"gmtCreate":1621663477912,"gmtModify":1621663477912,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"先生千古,国之栋梁,沉痛的一天,一路走好~","listText":"先生千古,国之栋梁,沉痛的一天,一路走好~","text":"先生千古,国之栋梁,沉痛的一天,一路走好~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139772293","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":6105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190217458,"gmtCreate":1620623313374,"gmtModify":1620623313374,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"给力!姨太","listText":"给力!姨太","text":"给力!姨太","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190217458","repostId":"1170410879","repostType":4,"isVote":1,"tweetType":1,"viewCount":4828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374191086,"gmtCreate":1619426173345,"gmtModify":1619426173345,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"活该!","listText":"活该!","text":"活该!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374191086","repostId":"1127307299","repostType":4,"isVote":1,"tweetType":1,"viewCount":5890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322296140,"gmtCreate":1615807863680,"gmtModify":1703493283109,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"真会玩儿[捂脸] [捂脸] ","listText":"真会玩儿[捂脸] [捂脸] ","text":"真会玩儿[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322296140","repostId":"1158775004","repostType":4,"isVote":1,"tweetType":1,"viewCount":6534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366707075,"gmtCreate":1614560203997,"gmtModify":1703478175309,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"要脸不","listText":"要脸不","text":"要脸不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366707075","repostId":"1130340354","repostType":4,"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363307293,"gmtCreate":1614092797812,"gmtModify":1614092797812,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"宏观大师","listText":"宏观大师","text":"宏观大师","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363307293","repostId":"369791282","repostType":1,"repost":{"id":369791282,"gmtCreate":1614072540000,"gmtModify":1614075318994,"author":{"id":"3524105276229621","authorId":"3524105276229621","name":"聪明投资人","avatar":"https://static.tigerbbs.com/f7a73a0ae6395ff58b664544b077c69a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105276229621","authorIdStr":"3524105276229621"},"themes":[],"title":"刘煜辉最新演讲:比特币未来出现10万的价格也不奇怪,抱团情绪让一些股票跌出了安全边际,上半年是很好的布局窗口","htmlText":"“随着美国大选的落幕,拜登代表的建制派精英的重新执政,接下来用拜登的话讲,越来越大、一轮又一轮,更大规模的印钞驱动的经济刺激可能接踵而至。” “直接对标美国印钞的比特币,从2万(开始),现在最高的时候都到了56000、 57000。虽然最近肯定是有波动,按这个趋势来讲,未来出现10万的价格,可能也不是太奇怪的事。” “代表成长科技的股票在抱团后期的极端情绪推动下面,确实受到一定的压制,出现了比较明显的回撤,这也是我们眼见的市场结构的分化。这种市场极端的抱团情绪,也给科技成长、新兴产业的很多的股票,跌出了一个足够的安全边际,在上半年这个时间提供了一个很好的布局窗口。” “我个人是坚定地相信,经过持续的努力,中国在今年年中偏后一点的时期,一定能够取得这一场反通货膨胀的决定性胜。” “今年的上半年提供了一个很好的布局时间窗口,到年中,随着预期的切换,反通货膨胀的各种措施逐渐开始显现它的成果。” “过去一年股票型基金就翻了一倍到了6万亿以上,今年开年第一个月就是基金大卖4300亿,趋势已经形成,而且这个趋势非常明显。老百姓家庭存款搬家,储蓄转移,这个趋势形成了一个巨大的改变力量。” 以上,是天风证券特邀经济学家刘煜辉和华夏基金基金经理周克平,昨天(22日)在华夏基金主办的线上路演中,分享的最新精彩观点。 刘煜辉谈到了近期大宗商品的疯狂上涨,认为全球通货膨胀是我们当下面临的巨大挑战。 但他也认为,在今年年中偏后一点的时期,中国一定能够取得反通货膨胀的决定性胜利。 与此同时,市场极端的抱团情绪给很多股票,跌出了一个足够的安全边际,在这样的背景下,上半年将是一个很好的布局窗口。 聪投整理了演讲和问答全文,分享给大家。 更大规模的经济刺激可能接踵而至 过完年之后的三个交易日,大家陆续看到了久违的大波动,释放的有点突如其来,我们交易者在心理上面一时可能还没缓过劲来。 当然波动都离不开宏观面,","listText":"“随着美国大选的落幕,拜登代表的建制派精英的重新执政,接下来用拜登的话讲,越来越大、一轮又一轮,更大规模的印钞驱动的经济刺激可能接踵而至。” “直接对标美国印钞的比特币,从2万(开始),现在最高的时候都到了56000、 57000。虽然最近肯定是有波动,按这个趋势来讲,未来出现10万的价格,可能也不是太奇怪的事。” “代表成长科技的股票在抱团后期的极端情绪推动下面,确实受到一定的压制,出现了比较明显的回撤,这也是我们眼见的市场结构的分化。这种市场极端的抱团情绪,也给科技成长、新兴产业的很多的股票,跌出了一个足够的安全边际,在上半年这个时间提供了一个很好的布局窗口。” “我个人是坚定地相信,经过持续的努力,中国在今年年中偏后一点的时期,一定能够取得这一场反通货膨胀的决定性胜。” “今年的上半年提供了一个很好的布局时间窗口,到年中,随着预期的切换,反通货膨胀的各种措施逐渐开始显现它的成果。” “过去一年股票型基金就翻了一倍到了6万亿以上,今年开年第一个月就是基金大卖4300亿,趋势已经形成,而且这个趋势非常明显。老百姓家庭存款搬家,储蓄转移,这个趋势形成了一个巨大的改变力量。” 以上,是天风证券特邀经济学家刘煜辉和华夏基金基金经理周克平,昨天(22日)在华夏基金主办的线上路演中,分享的最新精彩观点。 刘煜辉谈到了近期大宗商品的疯狂上涨,认为全球通货膨胀是我们当下面临的巨大挑战。 但他也认为,在今年年中偏后一点的时期,中国一定能够取得反通货膨胀的决定性胜利。 与此同时,市场极端的抱团情绪给很多股票,跌出了一个足够的安全边际,在这样的背景下,上半年将是一个很好的布局窗口。 聪投整理了演讲和问答全文,分享给大家。 更大规模的经济刺激可能接踵而至 过完年之后的三个交易日,大家陆续看到了久违的大波动,释放的有点突如其来,我们交易者在心理上面一时可能还没缓过劲来。 当然波动都离不开宏观面,","text":"“随着美国大选的落幕,拜登代表的建制派精英的重新执政,接下来用拜登的话讲,越来越大、一轮又一轮,更大规模的印钞驱动的经济刺激可能接踵而至。” “直接对标美国印钞的比特币,从2万(开始),现在最高的时候都到了56000、 57000。虽然最近肯定是有波动,按这个趋势来讲,未来出现10万的价格,可能也不是太奇怪的事。” “代表成长科技的股票在抱团后期的极端情绪推动下面,确实受到一定的压制,出现了比较明显的回撤,这也是我们眼见的市场结构的分化。这种市场极端的抱团情绪,也给科技成长、新兴产业的很多的股票,跌出了一个足够的安全边际,在上半年这个时间提供了一个很好的布局窗口。” “我个人是坚定地相信,经过持续的努力,中国在今年年中偏后一点的时期,一定能够取得这一场反通货膨胀的决定性胜。” “今年的上半年提供了一个很好的布局时间窗口,到年中,随着预期的切换,反通货膨胀的各种措施逐渐开始显现它的成果。” “过去一年股票型基金就翻了一倍到了6万亿以上,今年开年第一个月就是基金大卖4300亿,趋势已经形成,而且这个趋势非常明显。老百姓家庭存款搬家,储蓄转移,这个趋势形成了一个巨大的改变力量。” 以上,是天风证券特邀经济学家刘煜辉和华夏基金基金经理周克平,昨天(22日)在华夏基金主办的线上路演中,分享的最新精彩观点。 刘煜辉谈到了近期大宗商品的疯狂上涨,认为全球通货膨胀是我们当下面临的巨大挑战。 但他也认为,在今年年中偏后一点的时期,中国一定能够取得反通货膨胀的决定性胜利。 与此同时,市场极端的抱团情绪给很多股票,跌出了一个足够的安全边际,在这样的背景下,上半年将是一个很好的布局窗口。 聪投整理了演讲和问答全文,分享给大家。 更大规模的经济刺激可能接踵而至 过完年之后的三个交易日,大家陆续看到了久违的大波动,释放的有点突如其来,我们交易者在心理上面一时可能还没缓过劲来。 当然波动都离不开宏观面,","images":[{"img":"https://static.tigerbbs.com/77a4bef041d04efba3c5548a1a041736","width":"809","height":"543"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369791282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385830472,"gmtCreate":1613528542896,"gmtModify":1613528542896,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"Mark","listText":"Mark","text":"Mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385830472","repostId":"1101492306","repostType":4,"isVote":1,"tweetType":1,"viewCount":2093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315458127,"gmtCreate":1612273626469,"gmtModify":1703759669257,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"腾讯**","listText":"腾讯**","text":"腾讯**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315458127","repostId":"1187933272","repostType":4,"isVote":1,"tweetType":1,"viewCount":3315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318738416,"gmtCreate":1611891875035,"gmtModify":1703755717873,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"丢人现眼","listText":"丢人现眼","text":"丢人现眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318738416","repostId":"1131722694","repostType":4,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336766965,"gmtCreate":1610160044357,"gmtModify":1703743145209,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"Mark","listText":"Mark","text":"Mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336766965","repostId":"1190873696","repostType":4,"isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331032163,"gmtCreate":1609386337652,"gmtModify":1703739134619,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"厉害👍🏻👍🏻👍🏻👍🏻","listText":"厉害👍🏻👍🏻👍🏻👍🏻","text":"厉害👍🏻👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331032163","repostId":"1187159659","repostType":4,"isVote":1,"tweetType":1,"viewCount":3307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333495498,"gmtCreate":1609333896714,"gmtModify":1703738842220,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"不易~","listText":"不易~","text":"不易~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333495498","repostId":"1131234588","repostType":4,"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333281999,"gmtCreate":1609288064211,"gmtModify":1703738599193,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"[捂脸] ","listText":"[捂脸] ","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333281999","repostId":"1117463485","repostType":4,"isVote":1,"tweetType":1,"viewCount":3641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333108859,"gmtCreate":1609201866271,"gmtModify":1703738132577,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500273728119260","authorIdStr":"3500273728119260"},"themes":[],"htmlText":"一个只会胡编乱造的自媒体,活该~","listText":"一个只会胡编乱造的自媒体,活该~","text":"一个只会胡编乱造的自媒体,活该~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333108859","repostId":"1103996902","repostType":4,"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":639671428,"gmtCreate":1643291885170,"gmtModify":1643291885170,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"就是硬气","listText":"就是硬气","text":"就是硬气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639671428","repostId":"1118807219","repostType":2,"isVote":1,"tweetType":1,"viewCount":4686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868208087,"gmtCreate":1632646760849,"gmtModify":1632650951121,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"放屁一样,还是嫌自己被通报罚款太少了?","listText":"放屁一样,还是嫌自己被通报罚款太少了?","text":"放屁一样,还是嫌自己被通报罚款太少了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868208087","repostId":"1180257725","repostType":4,"isVote":1,"tweetType":1,"viewCount":5312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139772293,"gmtCreate":1621663477912,"gmtModify":1621663477912,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"先生千古,国之栋梁,沉痛的一天,一路走好~","listText":"先生千古,国之栋梁,沉痛的一天,一路走好~","text":"先生千古,国之栋梁,沉痛的一天,一路走好~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139772293","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":6105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607007318,"gmtCreate":1639452415332,"gmtModify":1639452415332,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"屡教不改,一个互撕的地方","listText":"屡教不改,一个互撕的地方","text":"屡教不改,一个互撕的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607007318","repostId":"1109581048","repostType":2,"isVote":1,"tweetType":1,"viewCount":5522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322296140,"gmtCreate":1615807863680,"gmtModify":1703493283109,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"真会玩儿[捂脸] [捂脸] ","listText":"真会玩儿[捂脸] [捂脸] ","text":"真会玩儿[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322296140","repostId":"1158775004","repostType":4,"isVote":1,"tweetType":1,"viewCount":6534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613269420,"gmtCreate":1649913024060,"gmtModify":1649913024060,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"丢人现眼的东西","listText":"丢人现眼的东西","text":"丢人现眼的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613269420","repostId":"2227645651","repostType":4,"isVote":1,"tweetType":1,"viewCount":3983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315458127,"gmtCreate":1612273626469,"gmtModify":1703759669257,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"腾讯**","listText":"腾讯**","text":"腾讯**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315458127","repostId":"1187933272","repostType":4,"isVote":1,"tweetType":1,"viewCount":3315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318738416,"gmtCreate":1611891875035,"gmtModify":1703755717873,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"丢人现眼","listText":"丢人现眼","text":"丢人现眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318738416","repostId":"1131722694","repostType":4,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333108859,"gmtCreate":1609201866271,"gmtModify":1703738132577,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"一个只会胡编乱造的自媒体,活该~","listText":"一个只会胡编乱造的自媒体,活该~","text":"一个只会胡编乱造的自媒体,活该~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333108859","repostId":"1103996902","repostType":4,"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397612267,"gmtCreate":1608250901859,"gmtModify":1703852017922,"author":{"id":"3500273728119260","authorId":"3500273728119260","name":"小赚100万","avatar":"https://static.tigerbbs.com/5c3caa4a550eb6f437c11465063bf9e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500273728119260","idStr":"3500273728119260"},"themes":[],"htmlText":"借钱出去之前要对债务人做尽调,尽调杜绝庞氏融资的借贷。以前的尽调主要是靠关系熟络程度,现在则有大数据等手段。最近这几年去杠杆,再加上今年的疫晴冲击波,很多很多企业和个人都像当年小小七品官的曾国藩,这个时候给他们增加信贷流动性是恰当的。当然国家也讲了稳杠杆,那就是借钱出去之前要对债务人做尽调,尽调杜绝庞氏融资的借贷。严格控制好杠杆率,严控借贷的质量。比如最近P2P产品就全部清零了,这就是稳杠杆。P2P产品清零也是去杠杆周期见底的一个技术性指标。这个时候就相当于当年小小七品官穷困潦倒的曾国藩,然后一路加杠杆直到进入俸禄的超级大牛市周期。这不是庞氏融资,而是对冲型融资。","listText":"借钱出去之前要对债务人做尽调,尽调杜绝庞氏融资的借贷。以前的尽调主要是靠关系熟络程度,现在则有大数据等手段。最近这几年去杠杆,再加上今年的疫晴冲击波,很多很多企业和个人都像当年小小七品官的曾国藩,这个时候给他们增加信贷流动性是恰当的。当然国家也讲了稳杠杆,那就是借钱出去之前要对债务人做尽调,尽调杜绝庞氏融资的借贷。严格控制好杠杆率,严控借贷的质量。比如最近P2P产品就全部清零了,这就是稳杠杆。P2P产品清零也是去杠杆周期见底的一个技术性指标。这个时候就相当于当年小小七品官穷困潦倒的曾国藩,然后一路加杠杆直到进入俸禄的超级大牛市周期。这不是庞氏融资,而是对冲型融资。","text":"借钱出去之前要对债务人做尽调,尽调杜绝庞氏融资的借贷。以前的尽调主要是靠关系熟络程度,现在则有大数据等手段。最近这几年去杠杆,再加上今年的疫晴冲击波,很多很多企业和个人都像当年小小七品官的曾国藩,这个时候给他们增加信贷流动性是恰当的。当然国家也讲了稳杠杆,那就是借钱出去之前要对债务人做尽调,尽调杜绝庞氏融资的借贷。严格控制好杠杆率,严控借贷的质量。比如最近P2P产品就全部清零了,这就是稳杠杆。P2P产品清零也是去杠杆周期见底的一个技术性指标。这个时候就相当于当年小小七品官穷困潦倒的曾国藩,然后一路加杠杆直到进入俸禄的超级大牛市周期。这不是庞氏融资,而是对冲型融资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397612267","isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}