To The Moon
Home
News
TigerAI
Log In
Sign Up
刘洋_9363
+Follow
Posts · 2
Posts · 2
Following · 0
Following · 0
Followers · 0
Followers · 0
刘洋_9363
刘洋_9363
·
2021-08-02
?@
美股最惨的“时节”要来了
在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。 正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是
美股最惨的“时节”要来了
看
1.27K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4088655162276330","uuid":"4088655162276330","gmtCreate":1625552098992,"gmtModify":1625552556691,"name":"刘洋_9363","pinyin":"ly9363liuyang9363","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/f739f0dc3399b7621d82075482a8af89","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":805170547,"gmtCreate":1627867558389,"gmtModify":1703496788331,"author":{"id":"4088655162276330","authorId":"4088655162276330","name":"刘洋_9363","avatar":"https://static.tigerbbs.com/f739f0dc3399b7621d82075482a8af89","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088655162276330","idStr":"4088655162276330"},"themes":[],"htmlText":"?@","listText":"?@","text":"?@","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805170547","repostId":"2155894163","repostType":4,"repost":{"id":"2155894163","kind":"highlight","pubTimestamp":1627778319,"share":"https://ttm.financial/m/news/2155894163?lang=&edition=fundamental","pubTime":"2021-08-01 08:38","market":"us","language":"zh","title":"美股最惨的“时节”要来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2155894163","media":"华尔街见闻","summary":"在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是","content":"<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。</p>\n<p><img src=\"https://static.tigerbbs.com/ce4aa20635c056c2425c903c7bfa9919\" tg-width=\"500\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>正如<a href=\"https://laohu8.com/S/GS\">高盛</a>信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是一年中最糟糕的时节之一,并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前,人们预计鲍威尔将在这次会议上宣布taper。</p>\n<p>具体来看,自1950年以来,标准普尔500指数在72年里有19次在上半年上涨超过10%,但在强劲的上半年之后,8月份的回报率中值通常会下降51个基点。</p>\n<p>Rubner还指出,今年上半年没有出现戏剧性的大跌,标准普尔500指数连续第6个月上涨,创下2018年以来最长的上涨时间。然而,与上述观察相呼应这并不是什么好事,毕竟自2010年8月以来,此前的11个8月中有6次下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/ca60b07fac07ccd13faa80796c2df34d\" tg-width=\"500\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管如此,Rubner指出,即便不回顾历史,今年的状况也能得出同样的结论,美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出,市场将更加缺乏流动性,因此8月的下跌效应会加剧,任何负面消息都会被放大。</p>\n<p>此外,Rubner还回顾了此前的两次“8月危机”,这两次危机分别发生在2011年和2015年:</p>\n<ul>\n <li>2011年,恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决,但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时,对欧洲主权债务危机的担忧持续发酵,最终导致8月股市大跌。</li>\n <li>2015年,新兴市场出现了动荡,进而蔓延到包括美国和欧洲在内的其他地区。</li>\n</ul>\n<p>对于接下来的8月,Rubner表示,人们关注的焦点将集中于杰克逊霍尔全球央行会议,以及宏观变量(尤其是通胀)的变化。他同时表示,我们需要对市场中的任何意外保持警惕。</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>美股最惨的“时节”要来了</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美股最惨的“时节”要来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 08:38 北京时间 <a href=https://wallstreetcn.com/articles/3636809><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是一年中最糟糕的时节之一,并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前,人们预计鲍威尔将在这次会议上宣布taper。\n具体来看,自1950年以来,标准普尔500指数在72年里有19次在上半年上涨超过...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636809\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","SDS":"两倍做空标普500 ETF-ProShares","QQQ":"纳指100ETF","IVV":"标普500ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","DDM":"2倍做多道指ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","SSO":"2倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3636809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155894163","content_text":"在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是一年中最糟糕的时节之一,并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前,人们预计鲍威尔将在这次会议上宣布taper。\n具体来看,自1950年以来,标准普尔500指数在72年里有19次在上半年上涨超过10%,但在强劲的上半年之后,8月份的回报率中值通常会下降51个基点。\nRubner还指出,今年上半年没有出现戏剧性的大跌,标准普尔500指数连续第6个月上涨,创下2018年以来最长的上涨时间。然而,与上述观察相呼应这并不是什么好事,毕竟自2010年8月以来,此前的11个8月中有6次下跌。\n\n尽管如此,Rubner指出,即便不回顾历史,今年的状况也能得出同样的结论,美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出,市场将更加缺乏流动性,因此8月的下跌效应会加剧,任何负面消息都会被放大。\n此外,Rubner还回顾了此前的两次“8月危机”,这两次危机分别发生在2011年和2015年:\n\n2011年,恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决,但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时,对欧洲主权债务危机的担忧持续发酵,最终导致8月股市大跌。\n2015年,新兴市场出现了动荡,进而蔓延到包括美国和欧洲在内的其他地区。\n\n对于接下来的8月,Rubner表示,人们关注的焦点将集中于杰克逊霍尔全球央行会议,以及宏观变量(尤其是通胀)的变化。他同时表示,我们需要对市场中的任何意外保持警惕。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SQQQ":0.9,".SPX":0.9,"IVV":0.9,"UDOW":0.9,"MNQmain":0.9,"DJX":0.9,"QLD":0.9,"QID":0.9,"OEX":0.9,"OEF":0.9,"DXD":0.9,"DOG":0.9,"DDM":0.9,"TQQQ":0.9,"SH":0.9,"SDS":0.9,"UPRO":0.9,"QQQ":0.9,"SSO":0.9,"SDOW":0.9,"PSQ":0.9,"NQmain":0.9,"SPXU":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}