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imggg
imggg
·
2025-01-10
byd何在
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imggg
imggg
·
2022-09-23
美国通胀走势分析及预测 我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩,另建产业链,打破原来全球化分工模式导致(比如芯片法案,通胀法案)。其他国家特别是欧洲国家,为求自保也都依样画葫芦另建产业链,这样成本必然比原来高很多,从而导致结构性通货膨胀。因此加息解决不了美国的通胀,只会进一步扰乱全球化分工,愈演愈烈。顺便说下,只要中国部分国际必需品出口贸易结算货币从美元换成人民币,人民币汇率就会像之前卢布迅速飙升,就看打不打这张牌了。另外俄乌冲突导致的大宗涨价,也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确
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imggg
imggg
·
2022-04-15
马斯克做米国总统的话,对对中美关系是好事
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imggg
imggg
·
2022-02-18
比亚迪占了很大部分
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imggg
imggg
·
2022-02-17
meta吃药了吧
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imggg
imggg
·
2022-01-29
比亚迪为何跟着跌9个点,何其无语阿!
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imggg
imggg
·
2021-07-19
没啥干货
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imggg
imggg
·
2021-01-21
文章最好别写这么长,最好直接量观点
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imggg
imggg
·
2021-01-12
看到说DCEP理由这么牵强时,就看不下去了
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imggg
imggg
·
2020-12-08
飞轮效应,无限边界
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我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩,另建产业链,打破原来全球化分工模式导致(比如芯片法案,通胀法案)。其他国家特别是欧洲国家,为求自保也都依样画葫芦另建产业链,这样成本必然比原来高很多,从而导致结构性通货膨胀。因此加息解决不了美国的通胀,只会进一步扰乱全球化分工,愈演愈烈。顺便说下,只要中国部分国际必需品出口贸易结算货币从美元换成人民币,人民币汇率就会像之前卢布迅速飙升,就看打不打这张牌了。另外俄乌冲突导致的大宗涨价,也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确","listText":"美国通胀走势分析及预测 我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩,另建产业链,打破原来全球化分工模式导致(比如芯片法案,通胀法案)。其他国家特别是欧洲国家,为求自保也都依样画葫芦另建产业链,这样成本必然比原来高很多,从而导致结构性通货膨胀。因此加息解决不了美国的通胀,只会进一步扰乱全球化分工,愈演愈烈。顺便说下,只要中国部分国际必需品出口贸易结算货币从美元换成人民币,人民币汇率就会像之前卢布迅速飙升,就看打不打这张牌了。另外俄乌冲突导致的大宗涨价,也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确","text":"美国通胀走势分析及预测 我的分析是美国这轮通胀完全是因为近几年与中国全面脱钩,另建产业链,打破原来全球化分工模式导致(比如芯片法案,通胀法案)。其他国家特别是欧洲国家,为求自保也都依样画葫芦另建产业链,这样成本必然比原来高很多,从而导致结构性通货膨胀。因此加息解决不了美国的通胀,只会进一步扰乱全球化分工,愈演愈烈。顺便说下,只要中国部分国际必需品出口贸易结算货币从美元换成人民币,人民币汇率就会像之前卢布迅速飙升,就看打不打这张牌了。另外俄乌冲突导致的大宗涨价,也只是美国脱中战略的前奏曲。以上过几个月再看下分析的是否正确","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661649495","isVote":1,"tweetType":1,"viewCount":5209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613489986,"gmtCreate":1649998509058,"gmtModify":1649999267395,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"108414093086404","idStr":"108414093086404"},"themes":[],"htmlText":"马斯克做米国总统的话,对对中美关系是好事","listText":"马斯克做米国总统的话,对对中美关系是好事","text":"马斯克做米国总统的话,对对中美关系是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/613489986","repostId":"1110883674","repostType":2,"isVote":1,"tweetType":1,"viewCount":5390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638895806,"gmtCreate":1645165619673,"gmtModify":1645165619673,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"108414093086404","idStr":"108414093086404"},"themes":[],"htmlText":"比亚迪占了很大部分","listText":"比亚迪占了很大部分","text":"比亚迪占了很大部分","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638895806","repostId":"1146534624","repostType":2,"isVote":1,"tweetType":1,"viewCount":5168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638976789,"gmtCreate":1645066015891,"gmtModify":1645066015891,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"108414093086404","idStr":"108414093086404"},"themes":[],"htmlText":"meta吃药了吧","listText":"meta吃药了吧","text":"meta吃药了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638976789","repostId":"1182034374","repostType":2,"isVote":1,"tweetType":1,"viewCount":5987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639714040,"gmtCreate":1643447616759,"gmtModify":1643447616759,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"108414093086404","idStr":"108414093086404"},"themes":[],"htmlText":"比亚迪为何跟着跌9个点,何其无语阿!","listText":"比亚迪为何跟着跌9个点,何其无语阿!","text":"比亚迪为何跟着跌9个点,何其无语阿!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639714040","repostId":"2207680639","repostType":2,"isVote":1,"tweetType":1,"viewCount":6336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173535115,"gmtCreate":1626668485137,"gmtModify":1626668485137,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"108414093086404","idStr":"108414093086404"},"themes":[],"htmlText":"没啥干货","listText":"没啥干货","text":"没啥干货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173535115","repostId":"1143509159","repostType":4,"isVote":1,"tweetType":1,"viewCount":4701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337733072,"gmtCreate":1611203325496,"gmtModify":1703748763448,"author":{"id":"108414093086404","authorId":"108414093086404","name":"imggg","avatar":"https://static.tigerbbs.com/419cc4e2f90dc9b66ec3d44d551577d0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"108414093086404","idStr":"108414093086404"},"themes":[],"htmlText":"文章最好别写这么长,最好直接量观点","listText":"文章最好别写这么长,最好直接量观点","text":"文章最好别写这么长,最好直接量观点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337733072","repostId":"1189925208","repostType":4,"isVote":1,"tweetType":1,"viewCount":6105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langConte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