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市场局外人

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- 市场局外人市场局外人
  ·08-24 22:07
  美国财长亲自下场"救美债"，结果 30 年收益率又涨回去了，外资觉得9 月企业债发行高峰会挤压美债需求，结果 8 月就应验了。
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- 市场局外人市场局外人
  ·08-20
  可以继续看多半导体了？经过大幅回撤后，前期仓位过于拥挤的问题已经得到了显著解决。最早28年半导体和存储的供需格局才会得到显著改善，这意味着未来两年业绩有望继续稳健增长（右图），估值已经相对便宜。$费城半导体指数(SOX)$
  3,795 评论
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- 市场局外人市场局外人
  ·08-20
  美银看多生物医药、地区银行、港股地产$默沙东(MRK)$
  501 评论
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- 市场局外人市场局外人
  ·08-17
  AI半导体行情还没结束？ BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。
  357 评论
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- 市场局外人市场局外人
  ·08-13
  昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？
  388 评论
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- 市场局外人市场局外人
  ·08-11
  人民币为什么这么强？会破6.5吗？
  509 评论
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- 市场局外人市场局外人
  ·08-07
  非农就业人数减少！美股又要大涨？看起来每年7月美国就业都拉垮，加息应该是不可能了吧 $黄金主连 2612(GCmain)$
  1,174 评论
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- 市场局外人市场局外人
  ·08-05
  美股科技巨头还能涨吗？感觉散户还挺坚定的$英伟达(NVDA)$
  2,961 评论
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BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。","images":[{"img":"https://static.tigerbbs.com/9afade9a3b947b6bf0574da39b784dc6","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597862066869512","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":596407656363064,"gmtCreate":1786625502025,"gmtModify":1786625813002,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？","listText":"昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？","text":"昨天美国CPI全面符合预期，今天PPI不及预期，就业市场也没那么强，不能加息了吧？","images":[{"img":"https://static.tigerbbs.com/f2326eb61e048b4111e984188b14a556","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/d754e1dd67d35e4554caed82b59d0feb","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/3d24451ab4775441c9a998d64dc6a33c","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596407656363064","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":595687128154592,"gmtCreate":1786448881354,"gmtModify":1786449293108,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"人民币为什么这么强？ 会破6.5吗？","listText":"人民币为什么这么强？ 会破6.5吗？","text":"人民币为什么这么强？ 会破6.5吗？","images":[{"img":"https://static.tigerbbs.com/92f09894a8a7cf4f70f144d0a0f81723","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595687128154592","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":594283940946648,"gmtCreate":1786107074025,"gmtModify":1786108007961,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"非农就业人数减少！美股又要大涨？ 看起来每年7月美国就业都拉垮，加息应该是不可能了吧 <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2612(GCmain)$&nbsp;</a>&nbsp;","listText":"非农就业人数减少！美股又要大涨？ 看起来每年7月美国就业都拉垮，加息应该是不可能了吧 <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2612(GCmain)$&nbsp;</a>&nbsp;","text":"非农就业人数减少！美股又要大涨？ 看起来每年7月美国就业都拉垮，加息应该是不可能了吧 $黄金主连 2612(GCmain)$","images":[{"img":"https://static.tigerbbs.com/25cc52d66c9a57aabf51a06beeaf2e7f","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/5d514b15da052b53d422b72282c2b2d7","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/466d1fc9ca9a402909a8e88d48871424","width":"1179","height":"2556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/594283940946648","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":593606809633568,"gmtCreate":1785940242370,"gmtModify":1785941024158,"author":{"id":"4123216845072970","authorId":"4123216845072970","name":"市场局外人","avatar":"https://static.tigerbbs.com/b6040c46da3a9e88718b42ceaeffa7f9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123216845072970","authorIdStr":"4123216845072970"},"themes":[],"title":"","htmlText":"美股科技巨头还能涨吗？ 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