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日本ETF-iShares MSCI(EWJ)
85.77
+0.73
+0.86%
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交易员Owen
·
01-14 15:28
半个月时间引战11个国家!川普要干嘛?金银和港A市场还能追高吗?
目前我终于可以大致判断出来特朗普是在做着一件什么样的事情了。他先是冒天下之大不韪抓走了委内瑞拉的总统,搞乱了委内瑞拉的局势,搞垮了委内瑞拉的经济,之后又威胁伊朗要发动对伊军事打击,还在前天发布了安全警示,让所有的在伊朗的美国公民立刻撤离伊朗,造出声势似乎要真的开展军事行动,我简单统计了下2026年的1月以来,特朗普都威胁、或者真的发起行动打击了哪些国家,不查不知道,一查吓一跳,这位美国总统在短短的半个月时间里,已经发布了针对11个国家的打压,威胁的言论或者动作:他这是要干嘛?悬崖边的美元指数才是原因事出反常必有妖!这背后有很深的宏观逻辑原因,一句话总结根源就是:特朗普在通过搞乱他国经济和全球资金的流动秩序,来为美债或者说是美元资产寻找买盘,通过作乱全球市场吸引大量的热钱往美元资产中避险,从而维持住目前即将破位下跌的美元指数,之前我们也聊过,美元指数距离破位加速下跌其实就一步之遥。
$美元指数(USDindex.FOREX)$
$做空美元指数-PowerShares(UDN)$
$美元ETF-PowerShares DB(UUP)$
美元指数的月线走势:而如果美元指数能在这个关键的技术点上企稳并反弹上去,则美国经济可能就能平稳的过度,并为特朗普在2026年的中期选举提供一个良好的环境,如果美元指数加速下跌,那么美债买盘的流失会让收益率再度冲高,造成美股的高位抛压。同时最重要的是,通胀会失控,你要知道,当前的美联储在特朗普明牌影响下,已经向着全面鸽派进展了,不管发生什么,2026年的50个基点的两次降息都是大概率的,而如果这时候通
半个月时间引战11个国家!川普要干嘛?金银和港A市场还能追高吗?
# 金银比跌破50!贵金属调整开启?
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乔恩广:
所以核心逻辑是,美国把全球搞的剑拔弩张,外资来港 A 避险,mark
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公司概况
公司名称
日本ETF-iShares MSCI
所属市场
ARCA
成立日期
- -
员工人数
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办公地址
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公司网址
http://www.ishares.com/us/products/239665/ishares-msci-japan-etf
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公司概况
EWJ旨在追踪MSCI Japan指数,标的成分主要在东京证券交易所上市交易,以必需消费品、金融和工业类公司为主。 风险提示:标的成分和权重,有可能随着时间的迁移而发生变化。
分时
5日
日
周
月
数据加载中...
最高
85.99
今开
85.90
量比
1.63
最低
85.69
昨收
85.04
换手率
0.53%
热议股票
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