$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

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邓文鄧文邓闻
2024-04-06

$英伟达(NVDA)$ 对下步股市走向的一些思考：既然是思考下步，那么就得把现在分析清楚来，那么先看前面24年到现在，股市的上涨都是由老鲍推动的，美联储放松了金融条件并推高资产价格，前提是财政加杠杆，造成金融条件宽松和资产价格上涨的好影响覆盖掉了由于高利率造成的房地产冻结和部分信贷市场的冻结，这才是全年12月议息到3月议息走势的核心，沿这条核心路径来扩展，可以排除覆盖不掉造成紧缩过度经济衰退失业率上升通胀下行这个结果，那么目前就是一种覆盖率的调整或再平衡，这种调整或再平衡就是为了凝聚共识，纠偏市场以为的下步经济的推动力是美联储降息预期加大而房地产解冻和部分冻结的信贷开始解冻，我前面的帖子里有说过，随便说点，平衡阶段后是过度阶段然后才是生产率提高也就是爱浪潮推动经济阶段，我是觉得过度阶段应该是资金使用效率阶段，

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逃顶之王莫属
·2024-04-06
让我们一起期待未来的市场前景吧 🚀
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梓坚
·2024-04-07
👍👍
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超越666888
·2024-04-07
阅
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274434d
·2024-04-07
y
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Lydia758
·2024-04-06
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年年有于姨
·2024-04-06
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