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勇敢_小虎

勇敢_小虎

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IP属地：云南

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6主题

0勋章

04-26

啥也没说

04-23

$PLTR 20250425 90.0 PUT$

04-23

能，对美国佬有信心，不能再分享更多了

04-23

《刻意练习》：“让我认识到天赋并非成功的决定因素，关键在于高质量的努力和持续不断的进步。”

04-21

肯定是跌的，没有利好政策

04-10

支持反制，但也要有对话机制

04-08

这篇文章不错，转发给大家看看

@小虎老师:七巨头预测市盈率低至20以内！还有多少下跌空间？

04-08

$NVDA 20250919 110.0 CALL$

04-04

美得很

04-01

$NVDA 20250502 90.0 PUT$

04-01

$NVDA 20250502 90.0 PUT$

03-21

这篇文章不错，转发给大家看看

@小虎活动:【有奖活动】你炒股时最常说的口头禅是什么？

03-21

巴菲特也就那样

03-19

这篇文章不错，转发给大家看看

@小虎老师:小虎老师：美联储FOMC预期“鸡派” 但美股估值依然不便宜

03-19

$英伟达 DIAGONAL 250321/250718 CALL 135.0/CALL 110.0$

03-18

支持反弹

03-14

超过段永平

03-12

$NVDA 20250718 110.0 CALL$ 大额

02-17

$BABA 20250417 100.0 PUT$ 醉了

02-11

增持，木头姐的仓位是动态的，我们的仓位是永恒的！增持就完事了！奥利给

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ， <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> ， <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 距离历史最低还差很远，但是meta的forward pe已经落入20以内，到了19.87.<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 是目前mag 7中估值最高的，距离历史最低PE的股价还有202%的差别。但是不能只看forward pe，谷歌的估值近两年一直很低正是因为市场担忧AI取代google search；而tesla能享受高估值大家也是心知肚明。你相信PE指标吗？除了PE你还会看其他指标吗？你的抄底价格是多少？","text":"Mag 7 在这次血洗后，两家公司 $谷歌(GOOG)$ , $亚马逊(AMZN)$ 已经达到历史最低PE。谷歌更是低于20，亚马逊达到27.07.一家公司 $英伟达(NVDA)$ 距离历史最低pe只差13%，如果跌到83美元，那么nvidia的股价将达到历史10年最低forward pe的价格。$微软(MSFT)$ ， $Meta Platforms, Inc.(META)$ ， $苹果(AAPL)$ 距离历史最低还差很远，但是meta的forward pe已经落入20以内，到了19.87.$特斯拉(TSLA)$ 是目前mag 7中估值最高的，距离历史最低PE的股价还有202%的差别。但是不能只看forward pe，谷歌的估值近两年一直很低正是因为市场担忧AI取代google 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但美股估值依然不便宜","htmlText":"市场在经过了两个交易日的反弹之后，今日重回跌势。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 在周五加周一两个交易日中总共上涨2.78%，略高于上周四分享的10%回调后的历史平均反弹 (+2.45%)，基本属于正常情况。1. 美联储FOMC会议本周最重要的宏观事件是周三开启的的美联储FOMC会议，目前根据利率期货市场的定价，降息的概率只有1%。目前经济走弱的趋势还不算明显，且加上关税政策对通胀影响的不确定性，美联储没有理由现在降息。因此市场的关注点会放在点阵图和鲍威尔的讲话上。点阵图和鲍威尔的讲话无非三种可能性：鸽派：若点阵图和鲍威尔暗示提前降息，股市大概率上涨。鹰派：若强调“higher for longer”或推迟降息，市场大概率继续大跌。鸡派：不明确表态，试图在市场期待和政策现实之间找到平衡，回避直接承诺或强调数据依赖性。市场大概率缺乏方向。展望新的FOMC之前，先来回顾一下去年12月份的FOMC美联储对2025年经济的看法。以下是对当时FOMC观点的总结：2025年GDP：预计实际GDP增长2.0%，与去年9月份的预测一致。2025年失业率：与9月份的看法相比，失业率预期维持在 4.3%（略有下降）。2025年通胀预期：PCE通胀从 9月的2.1% 上调至 2.5%，表明美联储认为通胀下降速度可能较慢。核心PCE通胀从 2.2%上调至 2.5%。2025年目标利率：预测从 9月的3.4% 上调至 3.9%，意味着美联储认为降息步伐放缓。从12月的FOMC到现在，增量的信息主要包括：就业市场略弱于预期：2025年2月的失业率数据显示，2月失业率为4.1%，高于市场预期的4.0%，也高于1月的4.0%。非农就业人口增加了15.1万人，低于预期的16万人，且1月数据从14.3万人下修至12.5万人。平均时薪","listText":"市场在经过了两个交易日的反弹之后，今日重回跌势。 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 在周五加周一两个交易日中总共上涨2.78%，略高于上周四分享的10%回调后的历史平均反弹 (+2.45%)，基本属于正常情况。1. 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