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cenziwei
cenziwei
·
2022-05-24
Good
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cenziwei
cenziwei
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2021-07-15
Good
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cenziwei
cenziwei
·
2021-06-21
I trust in Cathie wood
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cenziwei
cenziwei
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2021-06-10
Can buy coin?
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cenziwei
cenziwei
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2021-05-28
Buy arkk
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cenziwei
cenziwei
·
2021-05-27
Ignore the noise.
三大因素表明,科技股“水逆期”仍未结束
随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。 4月29日,纳斯达克综合指数触及14
三大因素表明,科技股“水逆期”仍未结束
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cenziwei
cenziwei
·
2021-05-27
My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company
【异动】造车新势力“王者归来”!理想汽车涨超13%
5月26日,造车新势力“王者归来”,$理想汽车(LI)$涨超13%,$小鹏汽车(XPEV)$涨超7%,$蔚来(NIO)$涨超3%。 $理想汽车(LI)$今日发布财报,第一季度营收超出市场预期。财报显示:第一季度营收35.8亿元,市场预期33.55亿元. 其他电动汽车概念股方面:Workhorse涨超8%,固态电池生产商QuantumScape涨超10%,$福特汽车(F)$涨超8%,Nikola涨超3%,$特斯拉(TSLA)$涨超2%。 此前中金发布研报表示,随着大宗商品价格涨价进入尾声,且二季度芯片影响边际减弱,2021下半年汽车产业链利润有望磨底回升。
【异动】造车新势力“王者归来”!理想汽车涨超13%
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cenziwei
cenziwei
·
2021-05-26
Time in the market beat timing the market. Ignore all the noise
标普500 ETF做空比例升至年内最高!美股将回调?
投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周,而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据,
标普500 ETF做空比例升至年内最高!美股将回调?
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cenziwei
cenziwei
·
2021-05-26
100k soon
比特币重回40000美元/枚,日内涨幅扩大至逾4%
5月26日讯,比特币上破40000美元/枚,日内涨幅扩大至4.32%。 以太坊上破2900美元/枚,刷新日高,日内涨幅扩大至7.24%。
比特币重回40000美元/枚,日内涨幅扩大至逾4%
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cenziwei
cenziwei
·
2021-05-26
Haha retail investors in trouble
A股惊天阳线意味着什么:危险时刻已过,“双牛”来了
挑战四千点,这只是开始。
A股惊天阳线意味着什么:危险时刻已过,“双牛”来了
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arkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135805514","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132943642,"gmtCreate":1622069276486,"gmtModify":1704178680294,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Ignore the noise. ","listText":"Ignore the noise. ","text":"Ignore the noise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132943642","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"三大因素表明,科技股“水逆期”仍未结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。\n4月29日,纳斯达克综合指数触及14","content":"<p>随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。</p>\n<p>4月29日,纳斯达克综合指数触及14211点的纪录高点。自那以来,该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心,但过去10年引领市场的科技股的宏观驱动力仍面临挑战。</p>\n<p>RBC策略师Lori Calvasina表示:“我们认为科技领域的基本面没有任何问题,但我们认为,这是市场上被过度持有、估值过高的一部分,目前对这部分市场来说,这是一个错误的宏观背景。”</p>\n<p>当前市场的背景是,随着经济在一场疫情引发的冲击后重新开放,增长和通胀正在加速。因此,与能够在其他环境中获得增长的领域和投资风格相比,从GDP加速增长中获益更多的行业和投资风格更受青睐。</p>\n<p>以Parag Thatte为首的<a href=\"https://laohu8.com/S/DB\">德意志银行</a>策略师上周五发布报告显示,投资者继续将资金投入被视为通胀赢家的股票和固定收益产品,如TIPS、能源、材料和金融类股。</p>\n<p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p>\n<p>能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升,对基础设施的期望也在上升。更高的经济增长与更高的利率相结合,为金融体系注入了活力。</p>\n<p>进入这一领域的资金来自于减少科技交易的投资者。Calvasina称:\"我们认为通胀压力已经存在,科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”</p>\n<p>在上周发表的一份报告中,Calvasina和她的团队从不同的角度深入研究了投资者风格的转变,试图探索大型科技公司的回调是否已经充分。而几大原因表明,目前科技公司的回调尚未结束。</p>\n<p>Calvasina指出,相对于市场其他部分和科技股的历史估值,科技股当前的估值仍然偏高。正如我们上面提到的,资金流入情况并不令人鼓舞,今年科技ETF的资金流入持平。</p>\n<p><b>经济数据令市场失望</b></p>\n<p>4月份消费者信心指数低于预期,美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出,至少在一定程度上,短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示,3月份房价创下15年来的最大涨幅,突显出经济中更多关键领域的供需不匹配推高了房价。</p>\n<p>不过,美国联邦公开市场委员会(fomc)部分成员暗示,市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经表示,他认为通胀上升\"大多是暂时的\",而美联储在讨论缩减资产购买规模时\"还没有达到\"。</p>\n<p>堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示,她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话,淡化了采取短期货币政策措施的必要性,这些措施可能会抑制市场涨势。</p>\n<p>尽管在上周的股市抛售之后,过去两天的交易给投资者提供了至少短暂的喘息机会,但鉴于对通胀的担忧仍居高不下,一些策略师仍对股市持谨慎态度。</p>\n<p>TD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示,\"现在所有人都知道,他们应该担心通胀压力,以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上,那很好,至少在消费者方面,我们不会看到通胀上升,但(第二季度)盈利出来时,我们可能会看到利润率上升。”</p>\n<p>其他人也指出,最新的技术引领的进步可能是短暂的。Calvasina表示:“我们仍认为通胀压力存在,人们将资金从科技股移至其他板块,如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”</p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三大因素表明,科技股“水逆期”仍未结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 14:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/481817.html><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。\n4月29日,纳斯达克综合指数触及14211点的纪录高点。自那以来,该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心,但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化,纳斯达克指数自5月19日以来反弹。但分析师表示,未来价格的波动因素、科技股当前估值及资金流向均表明,当前美股科技公司的回调尚未结束。\n4月29日,纳斯达克综合指数触及14211点的纪录高点。自那以来,该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心,但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示:“我们认为科技领域的基本面没有任何问题,但我们认为,这是市场上被过度持有、估值过高的一部分,目前对这部分市场来说,这是一个错误的宏观背景。”\n当前市场的背景是,随着经济在一场疫情引发的冲击后重新开放,增长和通胀正在加速。因此,与能够在其他环境中获得增长的领域和投资风格相比,从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示,投资者继续将资金投入被视为通胀赢家的股票和固定收益产品,如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升,对基础设施的期望也在上升。更高的经济增长与更高的利率相结合,为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称:\"我们认为通胀压力已经存在,科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中,Calvasina和她的团队从不同的角度深入研究了投资者风格的转变,试图探索大型科技公司的回调是否已经充分。而几大原因表明,目前科技公司的回调尚未结束。\nCalvasina指出,相对于市场其他部分和科技股的历史估值,科技股当前的估值仍然偏高。正如我们上面提到的,资金流入情况并不令人鼓舞,今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期,美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出,至少在一定程度上,短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示,3月份房价创下15年来的最大涨幅,突显出经济中更多关键领域的供需不匹配推高了房价。\n不过,美国联邦公开市场委员会(fomc)部分成员暗示,市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示,他认为通胀上升\"大多是暂时的\",而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示,她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话,淡化了采取短期货币政策措施的必要性,这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后,过去两天的交易给投资者提供了至少短暂的喘息机会,但鉴于对通胀的担忧仍居高不下,一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示,\"现在所有人都知道,他们应该担心通胀压力,以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上,那很好,至少在消费者方面,我们不会看到通胀上升,但(第二季度)盈利出来时,我们可能会看到利润率上升。”\n其他人也指出,最新的技术引领的进步可能是短暂的。Calvasina表示:“我们仍认为通胀压力存在,人们将资金从科技股移至其他板块,如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132957300,"gmtCreate":1622069028100,"gmtModify":1704178675727,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company ","listText":"My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company ","text":"My top holding is Tesla. Not going to sell it in the next five years. People misunderstand the potential of the company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132957300","repostId":"1199955569","repostType":4,"repost":{"id":"1199955569","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622041764,"share":"https://ttm.financial/m/news/1199955569?lang=&edition=fundamental","pubTime":"2021-05-26 23:09","market":"us","language":"zh","title":"【异动】造车新势力“王者归来”!理想汽车涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199955569","media":"老虎资讯综合","summary":"5月26日,造车新势力“王者归来”,$理想汽车(LI)$涨超13%,$小鹏汽车(XPEV)$涨超7%,$蔚来(NIO)$涨超3%。\n\n$理想汽车(LI)$今日发布财报,第一季度营收超出市场预期。财报显示:第一季度营收35.8亿元,市场预期33.55亿元.\n\n其他电动汽车概念股方面:Workhorse涨超8%,固态电池生产商QuantumScape涨超10%,$福特汽车(F)$涨超8%,Nikola涨超3%,$特斯拉(TSLA)$涨超2%。\n\n此前中金发布研报表示,随着大宗商品价格涨价进入尾声,且二季度芯片影响边际减弱,2021下半年汽车产业链利润有望磨底回升。","content":"<p>5月26日,造车新势力“王者归来”,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超13%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>今日发布财报,第一季度营收超出市场预期。财报显示:第一季度营收35.8亿元,市场预期33.55亿元.</p><p>其他电动汽车概念股方面:Workhorse涨超8%,固态电池生产商QuantumScape涨超10%,<a href=\"https://laohu8.com/S/F\">福特汽车</a>涨超8%,Nikola涨超3%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超2%。</p><p>此前中金发布研报表示,随着大宗商品价格涨价进入尾声,且二季度芯片影响边际减弱,2021下半年汽车产业链利润有望磨底回升。<img src=\"https://static.tigerbbs.com/5a699e70ef796344451ad8d78df88c3d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】造车新势力“王者归来”!理想汽车涨超13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】造车新势力“王者归来”!理想汽车涨超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日,造车新势力“王者归来”,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超13%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超3%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>今日发布财报,第一季度营收超出市场预期。财报显示:第一季度营收35.8亿元,市场预期33.55亿元.</p><p>其他电动汽车概念股方面:Workhorse涨超8%,固态电池生产商QuantumScape涨超10%,<a href=\"https://laohu8.com/S/F\">福特汽车</a>涨超8%,Nikola涨超3%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超2%。</p><p>此前中金发布研报表示,随着大宗商品价格涨价进入尾声,且二季度芯片影响边际减弱,2021下半年汽车产业链利润有望磨底回升。<img src=\"https://static.tigerbbs.com/5a699e70ef796344451ad8d78df88c3d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199955569","content_text":"5月26日,造车新势力“王者归来”,理想汽车涨超13%,小鹏汽车涨超7%,蔚来涨超3%。理想汽车今日发布财报,第一季度营收超出市场预期。财报显示:第一季度营收35.8亿元,市场预期33.55亿元.其他电动汽车概念股方面:Workhorse涨超8%,固态电池生产商QuantumScape涨超10%,福特汽车涨超8%,Nikola涨超3%,特斯拉涨超2%。此前中金发布研报表示,随着大宗商品价格涨价进入尾声,且二季度芯片影响边际减弱,2021下半年汽车产业链利润有望磨底回升。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136517082,"gmtCreate":1622028003046,"gmtModify":1704178090810,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Time in the market beat timing the market. Ignore all the noise","listText":"Time in the market beat timing the market. Ignore all the noise","text":"Time in the market beat timing the market. Ignore all the noise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136517082","repostId":"1168555747","repostType":4,"repost":{"id":"1168555747","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622001153,"share":"https://ttm.financial/m/news/1168555747?lang=&edition=fundamental","pubTime":"2021-05-26 11:52","market":"us","language":"zh","title":"标普500 ETF做空比例升至年内最高!美股将回调?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168555747","media":"老虎资讯综合","summary":"投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周,而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据,","content":"<p>投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周,而标普500指数最近一直徘徊在记录高点附近。</p><p><img src=\"https://static.tigerbbs.com/e9c429cfbd71233ddb95e4179bed17c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>根据IHS Markit Ltd.的数据,随着标普500指数在历史高点附近震荡,规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。</p><p>数据显示,该基金目前约有4.8%的股份已借出。相比之下,两个月前只有2%,而今年年初时为1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/230a91c11ccf12210ff0a5ba7adf9e82\" tg-width=\"1156\" tg-height=\"656\"><span>标普500ETE空头比例</span></p><p>尽管这一指标仍远低于过去两年的高点,2020年曾不止一次升至7%以上,但看跌转向是在市场脆弱时期出现的。</p><p>Independent Advisor Alliance首席投资官Chris Zaccarelli表示:“标普500指数的空头比例激增,部分原因是人们怀疑涨势能否继续,或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险,但由于市场平均每两年一次至少有10%的回调(至少自1980年以来),我们确实认为今年有可能出现这种程度的回落。”</p><p>投资者一直在转向周期股,但波动性的打击已经到来,因为他们还担心通胀上升和加息的前景。同时,市场中投机性最强的部分(如加密货币)加剧了对市场过度乐观的担忧。</p><p>以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称,花旗集团的各项指标仍处于“兴奋状态”,而这也将导致“基于目前水平,未来一年股市下跌的历史概率为100%”。</p><p>与此同时,Susquehanna国际集团衍生品策略联席主管克里斯•墨菲(Chris Murphy)周二指出,标普500指数的实际股息率和实际收益率最近均转为负值。</p><p>他表示,这是一个相当罕见的现象,一般来说,无论是在短期还是在长期内收益率转为负时,标普500的回报率都不高。</p><p>不过,Susquehanna团队也表示,他们预计任何回调都是短暂的。他们还指出,以历史标准衡量,对美股的做空比例仍然很低。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>标普500 ETF做空比例升至年内最高!美股将回调?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普500 ETF做空比例升至年内最高!美股将回调?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 11:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周,而标普500指数最近一直徘徊在记录高点附近。</p><p><img src=\"https://static.tigerbbs.com/e9c429cfbd71233ddb95e4179bed17c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>根据IHS Markit Ltd.的数据,随着标普500指数在历史高点附近震荡,规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。</p><p>数据显示,该基金目前约有4.8%的股份已借出。相比之下,两个月前只有2%,而今年年初时为1.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/230a91c11ccf12210ff0a5ba7adf9e82\" tg-width=\"1156\" tg-height=\"656\"><span>标普500ETE空头比例</span></p><p>尽管这一指标仍远低于过去两年的高点,2020年曾不止一次升至7%以上,但看跌转向是在市场脆弱时期出现的。</p><p>Independent Advisor Alliance首席投资官Chris Zaccarelli表示:“标普500指数的空头比例激增,部分原因是人们怀疑涨势能否继续,或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险,但由于市场平均每两年一次至少有10%的回调(至少自1980年以来),我们确实认为今年有可能出现这种程度的回落。”</p><p>投资者一直在转向周期股,但波动性的打击已经到来,因为他们还担心通胀上升和加息的前景。同时,市场中投机性最强的部分(如加密货币)加剧了对市场过度乐观的担忧。</p><p>以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称,花旗集团的各项指标仍处于“兴奋状态”,而这也将导致“基于目前水平,未来一年股市下跌的历史概率为100%”。</p><p>与此同时,Susquehanna国际集团衍生品策略联席主管克里斯•墨菲(Chris Murphy)周二指出,标普500指数的实际股息率和实际收益率最近均转为负值。</p><p>他表示,这是一个相当罕见的现象,一般来说,无论是在短期还是在长期内收益率转为负时,标普500的回报率都不高。</p><p>不过,Susquehanna团队也表示,他们预计任何回调都是短暂的。他们还指出,以历史标准衡量,对美股的做空比例仍然很低。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80f4ce6db7a7760033683c1536b161e8","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168555747","content_text":"投资者正在通过做空全球最大的ETF来增加对标普500指数的看空赌注。标普500ETF的空头比例已经稳定增长了两周,而标普500指数最近一直徘徊在记录高点附近。根据IHS Markit Ltd.的数据,随着标普500指数在历史高点附近震荡,规模达3570亿美元的标普500 ETF的空头比例已跃升至今年最高水平。数据显示,该基金目前约有4.8%的股份已借出。相比之下,两个月前只有2%,而今年年初时为1.7%。标普500ETE空头比例尽管这一指标仍远低于过去两年的高点,2020年曾不止一次升至7%以上,但看跌转向是在市场脆弱时期出现的。Independent Advisor Alliance首席投资官Chris Zaccarelli表示:“标普500指数的空头比例激增,部分原因是人们怀疑涨势能否继续,或者至少市场应该回调。”“虽然我们认为牛市没有过早结束的危险,但由于市场平均每两年一次至少有10%的回调(至少自1980年以来),我们确实认为今年有可能出现这种程度的回落。”投资者一直在转向周期股,但波动性的打击已经到来,因为他们还担心通胀上升和加息的前景。同时,市场中投机性最强的部分(如加密货币)加剧了对市场过度乐观的担忧。以托比亚斯·列夫科维奇为首的策略师周五在一份报告中称,花旗集团的各项指标仍处于“兴奋状态”,而这也将导致“基于目前水平,未来一年股市下跌的历史概率为100%”。与此同时,Susquehanna国际集团衍生品策略联席主管克里斯•墨菲(Chris Murphy)周二指出,标普500指数的实际股息率和实际收益率最近均转为负值。他表示,这是一个相当罕见的现象,一般来说,无论是在短期还是在长期内收益率转为负时,标普500的回报率都不高。不过,Susquehanna团队也表示,他们预计任何回调都是短暂的。他们还指出,以历史标准衡量,对美股的做空比例仍然很低。","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136608031,"gmtCreate":1622010950423,"gmtModify":1704366019827,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"100k soon","listText":"100k soon","text":"100k soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136608031","repostId":"1163761139","repostType":4,"repost":{"id":"1163761139","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622010446,"share":"https://ttm.financial/m/news/1163761139?lang=&edition=fundamental","pubTime":"2021-05-26 14:27","market":"hk","language":"zh","title":"比特币重回40000美元/枚,日内涨幅扩大至逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163761139","media":"老虎资讯综合","summary":"5月26日讯,比特币上破40000美元/枚,日内涨幅扩大至4.32%。\n\n以太坊上破2900美元/枚,刷新日高,日内涨幅扩大至7.24%。","content":"<p>5月26日讯,比特币上破40000美元/枚,日内涨幅扩大至4.32%。</p><p>以太坊上破2900美元/枚,刷新日高,日内涨幅扩大至7.24%。<img src=\"https://static.tigerbbs.com/63374d8609fa0ca764be76a39e5b1ada\" tg-width=\"935\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币重回40000美元/枚,日内涨幅扩大至逾4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币重回40000美元/枚,日内涨幅扩大至逾4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-26 14:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月26日讯,比特币上破40000美元/枚,日内涨幅扩大至4.32%。</p><p>以太坊上破2900美元/枚,刷新日高,日内涨幅扩大至7.24%。<img src=\"https://static.tigerbbs.com/63374d8609fa0ca764be76a39e5b1ada\" tg-width=\"935\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/822c9eb58d8760a04d809fa31d9c0f34","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163761139","content_text":"5月26日讯,比特币上破40000美元/枚,日内涨幅扩大至4.32%。以太坊上破2900美元/枚,刷新日高,日内涨幅扩大至7.24%。","news_type":1,"symbols_score_info":{"CAN":0.9,"BTCmain":0.9,"XBTmain":0.9,"EBON":0.9}},"isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136891144,"gmtCreate":1622003550888,"gmtModify":1704365894964,"author":{"id":"3577217047850333","authorId":"3577217047850333","name":"cenziwei","avatar":"https://static.tigerbbs.com/d1eab50d8786d65bb7111b763c451e41","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577217047850333","authorIdStr":"3577217047850333"},"themes":[],"htmlText":"Haha retail investors in trouble ","listText":"Haha retail investors in trouble ","text":"Haha retail investors in trouble","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136891144","repostId":"2138194497","repostType":4,"repost":{"id":"2138194497","kind":"highlight","pubTimestamp":1621993598,"share":"https://ttm.financial/m/news/2138194497?lang=&edition=fundamental","pubTime":"2021-05-26 09:46","market":"us","language":"zh","title":"A股惊天阳线意味着什么:危险时刻已过,“双牛”来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2138194497","media":"华尔街见闻","summary":"挑战四千点,这只是开始。","content":"<p>5月25日,A股迎来久违的大涨,大金融板块爆发,券商股持续拉升,白酒股带动消费板块走强,沪深创三大指数均上涨超2%,北向资金净买入217.23亿元,刷新历史新高。</p><p>一根大阳线改变了投资者信仰,市场讨论焦点转向:牛市是否来了?对此,前段时间喊出“挑战四千点”的国君策略团队再次高呼:“挑战四千点,这只是开始。“ 国君固收团队更是旗帜鲜明地表示,下一阶段,市场将迎来股债双牛。</p><p>国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示,随着宏观与外围环境由不确定走向确定,风险评价将会下降,由此驱动行情从震荡走向拉升:</p><blockquote>5月25日市场大涨,成交量放大,我们的逻辑正在不断地被兑现之中,中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此,我们认为:横盘不长久,挑战四千点,券商股打头阵,中盘蓝筹领跑,大盘蓝筹跟随,小妖票没大戏。</blockquote><p>上述分析师指出,拉升的核心驱动力来自分母端:</p><blockquote>第一,风险评价下降。经济政策不确定性与宏观风险预期正在快速下行,包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去,年内政策端易松难紧。</blockquote><blockquote>第二,无风险收益率上行难、下行易。海外方面,美债隐含的通胀预期已处历史高点;国内方面,十年期国债利率继续回落至3.08%,伴随人民币汇率走强,流动性优势有望延续。</blockquote><blockquote>第三,当前风险偏好基本保持稳定。风险偏好仍处中低位置,叠加估值盈利从背离走向收敛,以及微观交易结构从崩塌走向优化,蓝筹上行通道再度打开。</blockquote><p>国君策略建议选择业绩从不确定走向确定边际变化最大的股票,预计市场将出现蓝筹股普涨格局,差异在于中盘蓝筹领跑,大盘蓝筹跟随。</p><p>国君固收团队覃汉、石玲玲在另一份报告中表示,中美十年期国债利率“下行预期”加强,纳指和A股强势反弹,说明“无风险利率预期”下行的观点已经得到广泛认可,从而推动了权益市场持续修复。</p><p>国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情:</p><blockquote>投资者心中的无风险利率(理财、货基收益率)持续下降,货币基金收益率破 1.5%,买股票的机会成本大幅下降,部分抱团资金切换至低估值板块成为行情发动者,增量资金持续进场强化了低估值板块的“一波流”上涨行情,形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。</blockquote><p>国君固收团队重申了股债双牛的看法,认为债市方面,随着通胀预期见顶,多部门出台政策做好大宗商品“保供稳价”,通胀“最危险”的时候已经过去,而资金面长期平稳的预期较为明确,国内债市处于“小牛市”的判断越来越受认可。</p><p>该团队表示,参考一轮“小牛市”10年国债利率平均下行50个基点的规律,预计10 年国债利率第一目标位3.0%不会是本轮行情的终点,下一阶段看向10年国债利率2.8%。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股惊天阳线意味着什么:危险时刻已过,“双牛”来了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股惊天阳线意味着什么:危险时刻已过,“双牛”来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 09:46 北京时间 <a href=https://wallstreetcn.com/articles/3631262><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日,A股迎来久违的大涨,大金融板块爆发,券商股持续拉升,白酒股带动消费板块走强,沪深创三大指数均上涨超2%,北向资金净买入217.23亿元,刷新历史新高。一根大阳线改变了投资者信仰,市场讨论焦点转向:牛市是否来了?对此,前段时间喊出“挑战四千点”的国君策略团队再次高呼:“挑战四千点,这只是开始。“ 国君固收团队更是旗帜鲜明地表示,下一阶段,市场将迎来股债双牛。国君策略团队陈显顺、方奕、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631262\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"09141":"华夏亚投债-U"},"source_url":"https://wallstreetcn.com/articles/3631262","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138194497","content_text":"5月25日,A股迎来久违的大涨,大金融板块爆发,券商股持续拉升,白酒股带动消费板块走强,沪深创三大指数均上涨超2%,北向资金净买入217.23亿元,刷新历史新高。一根大阳线改变了投资者信仰,市场讨论焦点转向:牛市是否来了?对此,前段时间喊出“挑战四千点”的国君策略团队再次高呼:“挑战四千点,这只是开始。“ 国君固收团队更是旗帜鲜明地表示,下一阶段,市场将迎来股债双牛。国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示,随着宏观与外围环境由不确定走向确定,风险评价将会下降,由此驱动行情从震荡走向拉升:5月25日市场大涨,成交量放大,我们的逻辑正在不断地被兑现之中,中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此,我们认为:横盘不长久,挑战四千点,券商股打头阵,中盘蓝筹领跑,大盘蓝筹跟随,小妖票没大戏。上述分析师指出,拉升的核心驱动力来自分母端:第一,风险评价下降。经济政策不确定性与宏观风险预期正在快速下行,包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去,年内政策端易松难紧。第二,无风险收益率上行难、下行易。海外方面,美债隐含的通胀预期已处历史高点;国内方面,十年期国债利率继续回落至3.08%,伴随人民币汇率走强,流动性优势有望延续。第三,当前风险偏好基本保持稳定。风险偏好仍处中低位置,叠加估值盈利从背离走向收敛,以及微观交易结构从崩塌走向优化,蓝筹上行通道再度打开。国君策略建议选择业绩从不确定走向确定边际变化最大的股票,预计市场将出现蓝筹股普涨格局,差异在于中盘蓝筹领跑,大盘蓝筹跟随。国君固收团队覃汉、石玲玲在另一份报告中表示,中美十年期国债利率“下行预期”加强,纳指和A股强势反弹,说明“无风险利率预期”下行的观点已经得到广泛认可,从而推动了权益市场持续修复。国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情:投资者心中的无风险利率(理财、货基收益率)持续下降,货币基金收益率破 1.5%,买股票的机会成本大幅下降,部分抱团资金切换至低估值板块成为行情发动者,增量资金持续进场强化了低估值板块的“一波流”上涨行情,形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。国君固收团队重申了股债双牛的看法,认为债市方面,随着通胀预期见顶,多部门出台政策做好大宗商品“保供稳价”,通胀“最危险”的时候已经过去,而资金面长期平稳的预期较为明确,国内债市处于“小牛市”的判断越来越受认可。该团队表示,参考一轮“小牛市”10年国债利率平均下行50个基点的规律,预计10 年国债利率第一目标位3.0%不会是本轮行情的终点,下一阶段看向10年国债利率2.8%。","news_type":1,"symbols_score_info":{"ZTmain":0.9,"ZFmain":0.9,"TNmain":0.9,"ZNmain":0.9,"UBmain":0.9,"09141":0.9,"ZBmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}