shui哥不耍流氓的个人主页 - 老虎社区

shui哥不耍流氓

shui哥不耍流氓

赢了我请你海底捞，输了海底捞我

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shui哥不耍流氓

2025-06-11

上市就是巅峰了的，我兄弟在里面做业务的

shui哥不耍流氓

2025-03-27

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 日了狗了，昨天涨的不够今天跌

shui哥不耍流氓

2022-10-28

$阿里巴巴(BABA)$

shui哥不耍流氓

2022-10-26

$阿里巴巴(BABA)$

shui哥不耍流氓

2022-10-25

$特斯拉(TSLA)$

shui哥不耍流氓

2022-10-22

$小鹏汽车(XPEV)$

shui哥不耍流氓

2022-10-08

$阿里巴巴(BABA)$

shui哥不耍流氓

2022-09-27

$特斯拉(TSLA)$

shui哥不耍流氓

2022-09-24

$特斯拉(TSLA)$

shui哥不耍流氓

2022-09-23

$特斯拉(TSLA)$

shui哥不耍流氓

2022-09-19

shui哥不耍流氓

2022-09-17

$拼多多(PDD)$

shui哥不耍流氓

2022-09-03

$特斯拉(TSLA)$

shui哥不耍流氓

2022-07-14

[微笑]

抱歉，原内容已删除

shui哥不耍流氓

2022-07-01

跌就可以了

半个世纪来最差上半年对美股意味着什么？

shui哥不耍流氓

2022-07-01

$纳指三倍做多ETF(TQQQ)$晚上继续跌吧

shui哥不耍流氓

2022-02-24

$蓝帽子(BHAT)$建议私有化

shui哥不耍流氓

2021-12-10

呵呵，这新闻没点水平

抱歉，原内容已删除

shui哥不耍流氓

2021-11-13

$赫兹租车(HTZ)$做空成本高，不然真想空他

shui哥不耍流氓

2021-09-03

$蓝帽子(BHAT)$受不了了，求私有化吧……公司没前途了

去老虎APP查看更多动态

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data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669155539","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":688561654,"gmtCreate":1657743064880,"gmtModify":1704868148869,"author":{"id":"3501136561266934","authorId":"3501136561266934","name":"shui哥不耍流氓","avatar":"https://static.tigerbbs.com/2531c74c3c68602042f6740a0d7d819a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501136561266934","idStr":"3501136561266934"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688561654","repostId":"1122742419","repostType":2,"isVote":1,"tweetType":1,"viewCount":3702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681319205,"gmtCreate":1656662121812,"gmtModify":1704865544309,"author":{"id":"3501136561266934","authorId":"3501136561266934","name":"shui哥不耍流氓","avatar":"https://static.tigerbbs.com/2531c74c3c68602042f6740a0d7d819a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3501136561266934","idStr":"3501136561266934"},"themes":[],"htmlText":"跌就可以了","listText":"跌就可以了","text":"跌就可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681319205","repostId":"2248489643","repostType":2,"repost":{"id":"2248489643","kind":"highlight","pubTimestamp":1656659436,"share":"https://www.laohu8.com/m/news/2248489643?lang=zh_CN&edition=full","pubTime":"2022-07-01 15:10","market":"hk","language":"zh","title":"半个世纪来最差上半年 对美股意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2248489643","media":"华尔街见闻","summary":"美股大跌的罪魁祸首是通胀，而通胀愈演愈烈的一大推手是美联储。","content":"<html><body><p>自1970年以来，美股从未经历过像今年这样差劲的上半年。</p>\n<p>在六月的最后一天，标普500指数收跌0.9%，使蓝筹股指数在2022年前六个月下跌20.6%。</p>\n<p>在标普500指数的所有板块中，半年来除了能源股大涨29%，其他板块均出现不同程度的下跌。非必需消费品类股跌幅最大，跌幅达33%。被视为通胀对冲工具的公用事业股的跌幅最小，今年下跌了2%。</p>\n<p>根据彭博社追踪的标普1500综合指数数据，自2021年底以来，<strong>美国股市的市值已缩水超过9万亿美元。</strong></p>\n<p>此外，以科技股为主的纳斯达克综合指数于6月30日收跌1.3%，2022年以来的累计跌幅接近30%。</p>\n<p><img src=\"https://wpimg.wallstcn.com/d1939d92-d32e-45ab-ae78-c06e62bc4b1c.png\"/></p>\n<h2><strong>罪魁祸首——通胀</strong></h2>\n<p>在大部分分析师看来，这一切的罪魁祸首非通胀不可。巴克莱全球股票联席主管Paul Leech表示：“它（通胀）一直是今年的主题，而且愈演愈烈，真的。”</p>\n<p>根据官方统计的数据，美国5月CPI意外同比大增8.6%，创下自1981年12月的最高记录，<strong>通胀正在变得越来越根深蒂固。</strong></p>\n<p>而通胀愈演愈烈的一大推手在于美联储本身，美联储官员去年一直坚称“通胀是暂时的”，但实际上，它远远落后于通胀曲线，导致美国经济还没完全从新冠疫情中恢复过来，又要遭受通胀的冲击。</p>\n<p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>LPL Financial首席股票策略师 Quincy Krosby表示：</p>\n<blockquote>\n<p>“正是因为美联储坚持其通胀宽松的‘暂时性’心态......因为央行的慷慨，因为政府的慷慨......我们才到了今天这个地步。”</p>\n</blockquote>\n<h2><strong>激进加息下  硬着陆难以避免</strong></h2>\n<p>由于落后于通胀曲线，美联储被迫加速追赶，目前美联储已经累计加息150个基点，而且很可能会继续激进加息。然而，在许多华尔街人士眼中，美联储反应太慢了，如果能早点行动，情况或许没有那么糟糕，而如此激烈的收紧货币政策可能会将美国推入衰退漩涡。</p>\n<p>据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>首席投资官Bob Michele表示<strong>，美国现在看起来更有可能出现衰退而不是软着陆</strong>，因为今天的经济前景看起来比40年前更加糟糕。</p>\n<p>Michele认为，在通胀越来越根深蒂固的情况下，<strong>美联储在加速收紧货币政策的路上还要再走很长一段。</strong>他在接受媒体采访时表示：</p>\n<blockquote>\n<p>“这无疑是我职业生涯中最具挑战性的时期”，“我们被困在流动性泛滥的系统中，与当前我们看到的经济增长和通胀以及就业率水平相比，利率低的离谱。”</p>\n</blockquote>\n<p>随着股市暴跌，投资者的安全感正在消耗殆尽。彭博数据显示，在过去六个月中，投资者已经从iSharesiBoxx高收益企业债券<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>撤回超过67亿美元，这是自2007年该ETF成立以来最大的半年度资金流出。</p>\n<p>此外，出于对经济衰退的恐惧，美国国债最近几天上涨，使10年期美债收益率跌至接近3%。</p>\n<p><img src=\"https://wpimg.wallstcn.com/59fed21b-7fe1-4ca4-bb18-ab8369e51bbb.png\"/></p>\n<h2><strong>美股下半年怎么走</strong></h2>\n<p>如果Michele一语成谶，股票和其他风险资产的表现可能会更加糟糕。</p>\n<p><a href=\"https://laohu8.com/S/0J6Y.UK\">法国兴业银行</a>此前估计，<strong>标普</strong><strong>500</strong><strong>未来六个月可能需要较</strong><strong>1</strong><strong>月份的峰值下跌</strong><strong>34%-40%</strong><strong>至</strong><strong>2900-3150</strong><strong>点，</strong>才能够触底。这意味着标普500指数将在当前水平进一步下跌17%以上。</p>\n<p><strong>与此同时，仍有分析师持看涨态度。</strong>一方面，在大量投资者出逃之际，还有不少投资者正在或准备大举抄底。另一方面，有分析认为美国通胀水平将很快降下去，衰退不会很快出现。</p>\n<p>华尔街知名金融机构Oppenheimer的策略师John Stoltzfus预计，<strong>标普500指数在2022年结束时为5330点，这意味着标普500指数将在未来六个月内上涨约40%。</strong></p>\n<p>包括摩根大通和<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>集团在内的少数其他公司的预测该指数到年底至少反弹30%。在最新的彭博调查中，华尔街策略师平均认为标普500指数将会在下半年反弹20%。</p>\n<p>此外，根据道琼斯市场数据公司编制的数据，标普500指数在上半年下跌超过15%后，下半年会出现反弹。<strong>平均涨幅为</strong><strong>23.66%</strong><strong>，中位数涨幅为</strong><strong>15.25%</strong><strong>。</strong>注意，可供参考的样本量只有5个。</p>\n<p><strong>按照平均涨幅计算，标普</strong><strong>500</strong><strong>指数在下半年将反弹至</strong><strong>4680</strong><strong>点左右。</strong></p>\n<p>但并不是所有的指数都会经历相似的路径。比如，道琼斯指数在上半年下跌超过10%后，下半年表现是不稳定的。2008年金融危机爆发时，道指在下半年再次下跌22.68%。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半个世纪来最差上半年 对美股意味着什么？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半个世纪来最差上半年 对美股意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3663596><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自1970年以来，美股从未经历过像今年这样差劲的上半年。\n在六月的最后一天，标普500指数收跌0.9%，使蓝筹股指数在2022年前六个月下跌20.6%。\n在标普500指数的所有板块中，半年来除了能源股大涨29%，其他板块均出现不同程度的下跌。非必需消费品类股跌幅最大，跌幅达33%。被视为通胀对冲工具的公用事业股的跌幅最小，今年下跌了2%。\n根据彭博社追踪的标普1500综合指数数据，自2021年底...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663596\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares","JPM":"摩根大通","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SSO":"2倍做多标普500ETF-ProShares","QQQ":"纳指100ETF","SPY":"标普500ETF","BK4207":"综合性银行","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4581":"高盛持仓","DOG":"道指ETF-ProShares做空","SPXU":"三倍做空标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","03086":"华夏纳指","DJX":"1/100道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","OEX":"标普100","SDS":"两倍做空标普500 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Krosby表示：\n\n“正是因为美联储坚持其通胀宽松的‘暂时性’心态......因为央行的慷慨，因为政府的慷慨......我们才到了今天这个地步。”\n\n激进加息下  硬着陆难以避免\n由于落后于通胀曲线，美联储被迫加速追赶，目前美联储已经累计加息150个基点，而且很可能会继续激进加息。然而，在许多华尔街人士眼中，美联储反应太慢了，如果能早点行动，情况或许没有那么糟糕，而如此激烈的收紧货币政策可能会将美国推入衰退漩涡。\n据摩根大通首席投资官Bob Michele表示，美国现在看起来更有可能出现衰退而不是软着陆，因为今天的经济前景看起来比40年前更加糟糕。\nMichele认为，在通胀越来越根深蒂固的情况下，美联储在加速收紧货币政策的路上还要再走很长一段。他在接受媒体采访时表示：\n\n“这无疑是我职业生涯中最具挑战性的时期”，“我们被困在流动性泛滥的系统中，与当前我们看到的经济增长和通胀以及就业率水平相比，利率低的离谱。”\n\n随着股市暴跌，投资者的安全感正在消耗殆尽。彭博数据显示，在过去六个月中，投资者已经从iSharesiBoxx高收益企业债券Pacer Swan SOS Fund of Funds ETF|ETF撤回超过67亿美元，这是自2007年该ETF成立以来最大的半年度资金流出。\n此外，出于对经济衰退的恐惧，美国国债最近几天上涨，使10年期美债收益率跌至接近3%。\n\n美股下半年怎么走\n如果Michele一语成谶，股票和其他风险资产的表现可能会更加糟糕。\n法国兴业银行此前估计，标普500未来六个月可能需要较1月份的峰值下跌34%-40%至2900-3150点，才能够触底。这意味着标普500指数将在当前水平进一步下跌17%以上。\n与此同时，仍有分析师持看涨态度。一方面，在大量投资者出逃之际，还有不少投资者正在或准备大举抄底。另一方面，有分析认为美国通胀水平将很快降下去，衰退不会很快出现。\n华尔街知名金融机构Oppenheimer的策略师John 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