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毛虫大战
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IP属地:江苏
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毛虫大战
2025-08-29
$上证指数(000001.SH)$
毛虫大战
2022-09-20
持有!待涨
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毛虫大战
2022-05-05
这篇文章不错,转发给大家看
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毛虫大战
2022-05-05
呵呵
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毛虫大战
2022-05-05
这篇文章不错,转发给大家看
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毛虫大战
2022-04-06
这篇文章不错,转发给大家看
@价值投资为王:段永平出手,这几家消费股可以上车了吗?
毛虫大战
2022-04-06
这篇文章不错,转发给大家看
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毛虫大战
2022-04-06
这篇文章不错,转发给大家看
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毛虫大战
2022-04-06
加个息也要喊几个月
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毛虫大战
2022-03-22
加油加息啊
@Buy_Sell:🔥【3月22日】鲍威尔暗示激进加息!道指结束五连涨,今天买点啥
毛虫大战
2022-03-21
这篇文章不错,转发给大家看
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毛虫大战
2022-03-20
这篇文章不错,转发给大家看
@火币成长学院:DeFi是什么?普通人如何参与DeFi借贷?
毛虫大战
2022-03-15
这篇文章不错,转发给大家看
@价值投资为王:中概股再遭血洗,聊聊我是如何应对暴跌的!
毛虫大战
2022-03-07
这事闹的,砸了大伙的脚啦
@程俊Dream:07/08年的感觉回来了:黄金2000,原油不言顶
毛虫大战
2022-01-28
厉害😄
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毛虫大战
2021-09-21
百分之二十是乐观主义者
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毛虫大战
2021-07-29
数据权被没收了,私有化有毛用。
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毛虫大战
2021-07-23
我艹……什么鬼
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毛虫大战
2021-07-16
天天涨,摔下来,响声应该很大吧
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毛虫大战
2021-06-01
灾又要来了么
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去老虎APP查看更多动态
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港股市场 3月22日讯,港股高开,恒指涨0.46%,国指涨0.62%,恒生科技指数涨0.55%。盘面上,扩大回购规模至250亿美元,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开3.23%,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超1.6%,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 皆上涨;生物科技股走强,体育用品股、航空股、濠赌股普涨,国际油价站上110美元,石油股全线上扬,光伏股、内房股与物管股走势分化。另一方面,东航一架波音737飞机坠毁,航空股集体下跌,东航跌5.45%,南航、国航均跌超1%,电力股、建材水泥股、互联网医疗股普遍走低。 阿里巴巴高开3.23%报102.3港元,市值22186亿港元。阿里巴巴今早宣布将股票回购规模从150亿美元提高至250亿美元,回购将持续至2024年3月底。这是中概股史上最大规模的回购。有分析人士称,中概股低位回购是理性的市场选择,阿里巴巴扩大回购或将开启新一轮中概股回购热潮。截止2022年3月18日,阿里巴巴已根据先前宣布的股份回购计划回购了5620万股美国存托股份,价值约92亿美元。 <","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 3月22日讯,港股高开,恒指涨0.46%,国指涨0.62%,恒生科技指数涨0.55%。盘面上,扩大回购规模至250亿美元,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开3.23%,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超1.6%,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 皆上涨;生物科技股走强,体育用品股、航空股、濠赌股普涨,国际油价站上110美元,石油股全线上扬,光伏股、内房股与物管股走势分化。另一方面,东航一架波音737飞机坠毁,航空股集体下跌,东航跌5.45%,南航、国航均跌超1%,电力股、建材水泥股、互联网医疗股普遍走低。 阿里巴巴高开3.23%报102.3港元,市值22186亿港元。阿里巴巴今早宣布将股票回购规模从150亿美元提高至250亿美元,回购将持续至2024年3月底。这是中概股史上最大规模的回购。有分析人士称,中概股低位回购是理性的市场选择,阿里巴巴扩大回购或将开启新一轮中概股回购热潮。截止2022年3月18日,阿里巴巴已根据先前宣布的股份回购计划回购了5620万股美国存托股份,价值约92亿美元。 <","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 3月22日讯,港股高开,恒指涨0.46%,国指涨0.62%,恒生科技指数涨0.55%。盘面上,扩大回购规模至250亿美元,$阿里巴巴-SW(09988)$ 高开3.23%,$百度集团-SW(09888)$ 、$京东集团-SW(09618)$ 、$百度集团-SW(09888)$ 涨超1.6%,$小米集团-W(01810)$ 、$美团-W(03690)$ 皆上涨;生物科技股走强,体育用品股、航空股、濠赌股普涨,国际油价站上110美元,石油股全线上扬,光伏股、内房股与物管股走势分化。另一方面,东航一架波音737飞机坠毁,航空股集体下跌,东航跌5.45%,南航、国航均跌超1%,电力股、建材水泥股、互联网医疗股普遍走低。 阿里巴巴高开3.23%报102.3港元,市值22186亿港元。阿里巴巴今早宣布将股票回购规模从150亿美元提高至250亿美元,回购将持续至2024年3月底。这是中概股史上最大规模的回购。有分析人士称,中概股低位回购是理性的市场选择,阿里巴巴扩大回购或将开启新一轮中概股回购热潮。截止2022年3月18日,阿里巴巴已根据先前宣布的股份回购计划回购了5620万股美国存托股份,价值约92亿美元。 <","images":[{"img":"https://static.tigerbbs.com/afbfdfde25013addc806d931f62ad969","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637320518","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637972107,"gmtCreate":1647873202710,"gmtModify":1647873202710,"author":{"id":"3525667310029179","authorId":"3525667310029179","name":"毛虫大战","avatar":"https://static.tigerbbs.com/7f908ea7c13b1d82f4e429cf69ec2b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525667310029179","authorIdStr":"3525667310029179"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637972107","repostId":"1150992616","repostType":2,"isVote":1,"tweetType":1,"viewCount":3749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634747519,"gmtCreate":1647750837156,"gmtModify":1647750837156,"author":{"id":"3525667310029179","authorId":"3525667310029179","name":"毛虫大战","avatar":"https://static.tigerbbs.com/7f908ea7c13b1d82f4e429cf69ec2b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525667310029179","authorIdStr":"3525667310029179"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634747519","repostId":"944343124","repostType":1,"repost":{"id":944343124,"gmtCreate":1596785187168,"gmtModify":1704213611583,"author":{"id":"3554105092074423","authorId":"3554105092074423","name":"火币成长学院","avatar":"https://static.tigerbbs.com/5456bf8ced7a475fbc17038db9886b7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554105092074423","authorIdStr":"3554105092074423"},"themes":[],"title":"DeFi是什么?普通人如何参与DeFi借贷?","htmlText":"一、DeFi是什么?DeFi是Decentralized Finance(去中心化金融)的缩写,也被称做Open Finance。它实际是指用来构建开放式金融系统的去中心化协议,旨在让世界上任何一个人都可以随时随地进行金融活动。在现有的金融系统中,金融服务主要由中央系统控制和调节,无论是最基本的存取转账、还是贷款或衍生品交易。DeFi则希望通过分布式开源协议建立一套具有透明度、可访问性和包容性的点对点金融系统,将信任风险最小化,让参与者更轻松便捷地获得融资。二、DeFi与传统金融系统的区别?相比传统的中心化金融系统,DeFi平台具有三大优势:a. 有资产管理需求的个人无需信任任何中介机构新的信任在机器和代码上重建;b. 任何人都有访问权限,没人有中央控制权;c. 所有协议都是开源的,因此任何人都可以在协议上合作构建新的金融产品,并在网络效应下加速金融创新。DeFi是个较为宽泛的概念,包括:货币发行、货币交易、借贷、资产交易、投融资等。我们将BTC和其他加密货币的诞生视为DeFi的第一阶段。然而将货币的发行和存储分散化只是提供了点对点结算的解决方案,还不足以支撑丰富的金融业务。而近两年发展迅猛的去中心化借贷协议将有机会进一步开放区块链世界的金融系统,将DeFi带入第二阶段。DeFi与传统金融对比三、什么是去中心化借贷在了解去中心化借贷之前,大家需要先理解清楚借贷双方的定义:借贷双方主要指的是出借人一方和借款人一方,所以称借贷双方。借指出借人,贷指借款人。去中心化借贷是指通过去中心借贷协议匹配借方与贷方,再抵质押确认后即时划转资产、完成借贷行为。去中心化借贷协议为平台提供了标准化和互操作性的技术基础,并在贷款过程中起到安全管理的作用。与传统的借贷模式相比,去中心化借贷模式具有以下特点:a.法币贷款与数字资产贷款相合并(稳定币模式可以看做是法币和数字资产的结合);b. 基于数字资","listText":"一、DeFi是什么?DeFi是Decentralized Finance(去中心化金融)的缩写,也被称做Open Finance。它实际是指用来构建开放式金融系统的去中心化协议,旨在让世界上任何一个人都可以随时随地进行金融活动。在现有的金融系统中,金融服务主要由中央系统控制和调节,无论是最基本的存取转账、还是贷款或衍生品交易。DeFi则希望通过分布式开源协议建立一套具有透明度、可访问性和包容性的点对点金融系统,将信任风险最小化,让参与者更轻松便捷地获得融资。二、DeFi与传统金融系统的区别?相比传统的中心化金融系统,DeFi平台具有三大优势:a. 有资产管理需求的个人无需信任任何中介机构新的信任在机器和代码上重建;b. 任何人都有访问权限,没人有中央控制权;c. 所有协议都是开源的,因此任何人都可以在协议上合作构建新的金融产品,并在网络效应下加速金融创新。DeFi是个较为宽泛的概念,包括:货币发行、货币交易、借贷、资产交易、投融资等。我们将BTC和其他加密货币的诞生视为DeFi的第一阶段。然而将货币的发行和存储分散化只是提供了点对点结算的解决方案,还不足以支撑丰富的金融业务。而近两年发展迅猛的去中心化借贷协议将有机会进一步开放区块链世界的金融系统,将DeFi带入第二阶段。DeFi与传统金融对比三、什么是去中心化借贷在了解去中心化借贷之前,大家需要先理解清楚借贷双方的定义:借贷双方主要指的是出借人一方和借款人一方,所以称借贷双方。借指出借人,贷指借款人。去中心化借贷是指通过去中心借贷协议匹配借方与贷方,再抵质押确认后即时划转资产、完成借贷行为。去中心化借贷协议为平台提供了标准化和互操作性的技术基础,并在贷款过程中起到安全管理的作用。与传统的借贷模式相比,去中心化借贷模式具有以下特点:a.法币贷款与数字资产贷款相合并(稳定币模式可以看做是法币和数字资产的结合);b. 基于数字资","text":"一、DeFi是什么?DeFi是Decentralized Finance(去中心化金融)的缩写,也被称做Open Finance。它实际是指用来构建开放式金融系统的去中心化协议,旨在让世界上任何一个人都可以随时随地进行金融活动。在现有的金融系统中,金融服务主要由中央系统控制和调节,无论是最基本的存取转账、还是贷款或衍生品交易。DeFi则希望通过分布式开源协议建立一套具有透明度、可访问性和包容性的点对点金融系统,将信任风险最小化,让参与者更轻松便捷地获得融资。二、DeFi与传统金融系统的区别?相比传统的中心化金融系统,DeFi平台具有三大优势:a. 有资产管理需求的个人无需信任任何中介机构新的信任在机器和代码上重建;b. 任何人都有访问权限,没人有中央控制权;c. 所有协议都是开源的,因此任何人都可以在协议上合作构建新的金融产品,并在网络效应下加速金融创新。DeFi是个较为宽泛的概念,包括:货币发行、货币交易、借贷、资产交易、投融资等。我们将BTC和其他加密货币的诞生视为DeFi的第一阶段。然而将货币的发行和存储分散化只是提供了点对点结算的解决方案,还不足以支撑丰富的金融业务。而近两年发展迅猛的去中心化借贷协议将有机会进一步开放区块链世界的金融系统,将DeFi带入第二阶段。DeFi与传统金融对比三、什么是去中心化借贷在了解去中心化借贷之前,大家需要先理解清楚借贷双方的定义:借贷双方主要指的是出借人一方和借款人一方,所以称借贷双方。借指出借人,贷指借款人。去中心化借贷是指通过去中心借贷协议匹配借方与贷方,再抵质押确认后即时划转资产、完成借贷行为。去中心化借贷协议为平台提供了标准化和互操作性的技术基础,并在贷款过程中起到安全管理的作用。与传统的借贷模式相比,去中心化借贷模式具有以下特点:a.法币贷款与数字资产贷款相合并(稳定币模式可以看做是法币和数字资产的结合);b. 基于数字资","images":[{"img":"https://static.tigerbbs.com/52eaa43c6738a3b7738e1ce1ba13fbea","width":"688","height":"981"},{"img":"https://static.tigerbbs.com/856bf060b48d499bb6c679d5048dbd42","width":"688","height":"715"},{"img":"https://static.tigerbbs.com/2f9bcb7a150ab28568328161f09afe0c","width":"688","height":"622"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944343124","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634062778,"gmtCreate":1647296547076,"gmtModify":1647296547076,"author":{"id":"3525667310029179","authorId":"3525667310029179","name":"毛虫大战","avatar":"https://static.tigerbbs.com/7f908ea7c13b1d82f4e429cf69ec2b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525667310029179","authorIdStr":"3525667310029179"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/634062778","repostId":"635668752","repostType":1,"repost":{"id":635668752,"gmtCreate":1646982498762,"gmtModify":1744960797205,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"中概股再遭血洗,聊聊我是如何应对暴跌的!","htmlText":"昨夜,美国证监会将5家中概股列入《外国公司问责法》的暂定清单,包括百济神州、百胜中国、再鼎医药、盛美半导体、和黄医药。根据该法案,如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告,SEC有权将其从交易所摘牌。这则消息让中概股再遭血洗,拼多多一夜暴跌17%、爱奇艺暴跌22%!恐慌情绪传到港股,美团一度大跌12%;腾讯一度大跌6%,股价创调整新低;阿里巴巴一度大跌8%,跌破90港币大关。其他互联网企业一概遭遇血洗。恐慌之下,很多中概股投资者在犹豫要不要继续抄底?作为10年投资的老司机,也算是经历过2015年A股股灾和2018年的慢熊,分享几个熊市保命的经验。第一点:不用杠杆2015年首先杀的就是杠杆,但凡融资的投资者,基本没有善终的。因此,如果你想抄底中概股,不要用杠杆。第二点:别急着加仓抄底中概的投资者,很多人痛苦的来源就是频繁加仓。以腾讯为例,在410-480横盘震荡区间,很多人反复加仓,包括段永平。大家都认为腾讯长时间的震荡,是大底无疑,害怕错失20PE的腾讯,于是,稍微点几个点,就嚷嚷抄底。结果,腾讯无情的跌破了这个横盘震荡区间,刚跌破的时候有人喊抄底,如今遭遇SEC退市危机,仍然急着考虑要不要买点。个人经验,在熊市的时候,抄底不是按照几个点来规划的,而是腾讯20PE抄底1把、15PE抄一把、10PE打出最后的子弹。所以,20pe抄底的人,不应该在19PE、或者18PE的时候就动手,一定要把抄底加仓的区间拉大。第三点:单一个股设置仓位天花板很多投资者不设仓位天花板,有时候甚至卖出盈利的股,全仓买入亏损的股。我个人对单一股票,或者同行业股票,最大仓位30%,达到之后,无论是多么便宜的价格,都不会再加仓。如果亏损的股是好股,它会在后面涨回来,甚至创下历史新高,比如腾讯。而如果买入的股票是垃圾股,或者基本面恶化,那你加仓越多,亏损越多。所以,如果中概股占","listText":"昨夜,美国证监会将5家中概股列入《外国公司问责法》的暂定清单,包括百济神州、百胜中国、再鼎医药、盛美半导体、和黄医药。根据该法案,如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告,SEC有权将其从交易所摘牌。这则消息让中概股再遭血洗,拼多多一夜暴跌17%、爱奇艺暴跌22%!恐慌情绪传到港股,美团一度大跌12%;腾讯一度大跌6%,股价创调整新低;阿里巴巴一度大跌8%,跌破90港币大关。其他互联网企业一概遭遇血洗。恐慌之下,很多中概股投资者在犹豫要不要继续抄底?作为10年投资的老司机,也算是经历过2015年A股股灾和2018年的慢熊,分享几个熊市保命的经验。第一点:不用杠杆2015年首先杀的就是杠杆,但凡融资的投资者,基本没有善终的。因此,如果你想抄底中概股,不要用杠杆。第二点:别急着加仓抄底中概的投资者,很多人痛苦的来源就是频繁加仓。以腾讯为例,在410-480横盘震荡区间,很多人反复加仓,包括段永平。大家都认为腾讯长时间的震荡,是大底无疑,害怕错失20PE的腾讯,于是,稍微点几个点,就嚷嚷抄底。结果,腾讯无情的跌破了这个横盘震荡区间,刚跌破的时候有人喊抄底,如今遭遇SEC退市危机,仍然急着考虑要不要买点。个人经验,在熊市的时候,抄底不是按照几个点来规划的,而是腾讯20PE抄底1把、15PE抄一把、10PE打出最后的子弹。所以,20pe抄底的人,不应该在19PE、或者18PE的时候就动手,一定要把抄底加仓的区间拉大。第三点:单一个股设置仓位天花板很多投资者不设仓位天花板,有时候甚至卖出盈利的股,全仓买入亏损的股。我个人对单一股票,或者同行业股票,最大仓位30%,达到之后,无论是多么便宜的价格,都不会再加仓。如果亏损的股是好股,它会在后面涨回来,甚至创下历史新高,比如腾讯。而如果买入的股票是垃圾股,或者基本面恶化,那你加仓越多,亏损越多。所以,如果中概股占","text":"昨夜,美国证监会将5家中概股列入《外国公司问责法》的暂定清单,包括百济神州、百胜中国、再鼎医药、盛美半导体、和黄医药。根据该法案,如果外国上市公司连续三年未能提交美国上市公司会计监督委员会所要求的报告,SEC有权将其从交易所摘牌。这则消息让中概股再遭血洗,拼多多一夜暴跌17%、爱奇艺暴跌22%!恐慌情绪传到港股,美团一度大跌12%;腾讯一度大跌6%,股价创调整新低;阿里巴巴一度大跌8%,跌破90港币大关。其他互联网企业一概遭遇血洗。恐慌之下,很多中概股投资者在犹豫要不要继续抄底?作为10年投资的老司机,也算是经历过2015年A股股灾和2018年的慢熊,分享几个熊市保命的经验。第一点:不用杠杆2015年首先杀的就是杠杆,但凡融资的投资者,基本没有善终的。因此,如果你想抄底中概股,不要用杠杆。第二点:别急着加仓抄底中概的投资者,很多人痛苦的来源就是频繁加仓。以腾讯为例,在410-480横盘震荡区间,很多人反复加仓,包括段永平。大家都认为腾讯长时间的震荡,是大底无疑,害怕错失20PE的腾讯,于是,稍微点几个点,就嚷嚷抄底。结果,腾讯无情的跌破了这个横盘震荡区间,刚跌破的时候有人喊抄底,如今遭遇SEC退市危机,仍然急着考虑要不要买点。个人经验,在熊市的时候,抄底不是按照几个点来规划的,而是腾讯20PE抄底1把、15PE抄一把、10PE打出最后的子弹。所以,20pe抄底的人,不应该在19PE、或者18PE的时候就动手,一定要把抄底加仓的区间拉大。第三点:单一个股设置仓位天花板很多投资者不设仓位天花板,有时候甚至卖出盈利的股,全仓买入亏损的股。我个人对单一股票,或者同行业股票,最大仓位30%,达到之后,无论是多么便宜的价格,都不会再加仓。如果亏损的股是好股,它会在后面涨回来,甚至创下历史新高,比如腾讯。而如果买入的股票是垃圾股,或者基本面恶化,那你加仓越多,亏损越多。所以,如果中概股占","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635668752","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632454283,"gmtCreate":1646665351383,"gmtModify":1646665351383,"author":{"id":"3525667310029179","authorId":"3525667310029179","name":"毛虫大战","avatar":"https://static.tigerbbs.com/7f908ea7c13b1d82f4e429cf69ec2b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3525667310029179","authorIdStr":"3525667310029179"},"themes":[],"htmlText":"这事闹的,砸了大伙的脚啦","listText":"这事闹的,砸了大伙的脚啦","text":"这事闹的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远离原油 在上周中的直播中,我们对比了美油与标普的长线走势图,类似的情况出现在雷曼时刻前夕——美股已经开始见顶回落大幅修正,油价还继续猛冲了一段时间后才出现断崖式崩盘。基于此,再考虑到当前原油无任何调整的走法,任何左侧交易的猜测头部都是送钱。原油的波动率目前也不再适合普通投资者参与,安静的等待事情起变化或许是最好的选择。 做空欧洲 直播中比较推荐的做空欧洲+做多其他地区的主要逻辑十分明显:俄罗斯乌克兰的局势缺乏快速解决的机会和方法。虽然美国和北约都是遥控指挥,但是毕竟主战场是在欧洲大陆的。如果真有什么的新的大级别的冲突,欧洲是首当其中的倒霉蛋。 欧股和欧元的表现也已经体现了投资者对于这方面的担忧。虽然其他风险资产和非美货币也在下跌,但是最不抗跌的显然还是欧元和欧股。远离主战场(做空主要对应资产)+做多其他同类型资产是我们对于当前局势的看法。 同样的思路可以提前布局到其他可能会出现危机/问题的国家与地区,尤其是哪些前期相对看跌或者涨的比较高的地方。 黄金等待新高 黄金继续保持上涨,和我们的中长期目标方向吻合,多头从1900到2000几乎可以说没有费任何吹灰之力,下一个主要压制就是前期的历史高位了。和原油类似,目前的市场环境找不到任何压制黄金的理由,市场走势本身也是牛气冲天。因此继续待在车上拿稳了就行。 白银同步开始上涨,也取得了趋势线的突破,不过从相对表现来看,还是没有太出彩的地方,这多多少少有些令人失望。不过也不用过于着急,白银或许需要突破站稳30大关之后,才能让那些看空做空白银的资金彻底认输。到时候,类似原油的轧空行情就会到来。贵金属牛","listText":"上周初的跳空主要缺口并未能得到回补,这确定了近期趋势的进一步强化。黄金开始涨向2000关口,原油则继续高歌猛进完全和美股指脱钩。上一次市场如此疯狂的时刻,还要回到07/08年金融危机。只不过,这次由地缘政治所引发的危机可能比当时还要猛烈。 远离原油 在上周中的直播中,我们对比了美油与标普的长线走势图,类似的情况出现在雷曼时刻前夕——美股已经开始见顶回落大幅修正,油价还继续猛冲了一段时间后才出现断崖式崩盘。基于此,再考虑到当前原油无任何调整的走法,任何左侧交易的猜测头部都是送钱。原油的波动率目前也不再适合普通投资者参与,安静的等待事情起变化或许是最好的选择。 做空欧洲 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