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风神再现
风神再现
·
02-28
千金难买牛回头!当然是分十份加仓啦!每跌10%加一次,过两年再看看?
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风神再现
风神再现
·
01-07
$英伟达(NVDA)$
废话!当然会破新高!
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710
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风神再现
风神再现
·
01-07
中概股,多少都不能进啊!只能内循环,没前途啊!
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风神再现
风神再现
·
2024-08-23
骗了国内这么多钱,在国外继续骗了!
法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”
新品牌将重点关注2万-8万美元区间的市场。
法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”
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990
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风神再现
风神再现
·
2024-08-06
建议加大剂量!日后只投A股,港股,还有中概!好好做赢家!
出乎意料!全球股市崩盘时的“赢家”竟然是这些资产
投资者正在重新考虑哪些地方是避风港。
出乎意料!全球股市崩盘时的“赢家”竟然是这些资产
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风神再现
风神再现
·
2024-07-17
$英伟达(NVDA)$
今晚就可以加仓了,不要等
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风神再现
风神再现
·
2024-07-12
$英伟达(NVDA)$
对于英伟达这种股票,回调就是介入或者加仓的良机!炒股不需要有多么高深的学识,需要的是常识!
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风神再现
风神再现
·
2024-06-20
股指是经济发展的最直接体现
标普500指数突破5500点,续创历史新高
周四,再次见证历史!标普500指数突破5500点,续创历史新高,截至发稿日内涨0.3%。
标普500指数突破5500点,续创历史新高
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风神再现
风神再现
·
2024-06-20
大惊小怪!难道美股不是几乎每天都在突破新高吗?
标普500指数突破5500点,续创历史新高
周四,再次见证历史!标普500指数突破5500点,续创历史新高,截至发稿日内涨0.3%。
标普500指数突破5500点,续创历史新高
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风神再现
风神再现
·
2024-02-28
风险就是你以为有风险
去年10月以来这波美股上涨,“史无前例”!
德银指出,标普500在过去17周内实现了近乎创纪录的15周上涨,但涨势集中度空前的高,堪称“史无前例”。
去年10月以来这波美股上涨,“史无前例”!
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23:32","market":"us","language":"zh","title":"法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”","url":"https://stock-news.laohu8.com/highlight/detail?id=1186381161","media":"老虎资讯综合","summary":"新品牌将重点关注2万-8万美元区间的市场。","content":"<html><head></head><body><p>周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据<a href=\"https://laohu8.com/S/FFIE\" title=\"Faraday Future\" class=\"\">Faraday Future</a>方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e53000ca657d2f302e05f6b925dec98\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">据透露,<strong>这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。</strong></p><p style=\"text-align: start;\">新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。</p><p style=\"text-align: start;\">FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。</p><p style=\"text-align: start;\">该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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法拉第未来翻倍飙升,贾跃亭称近期要发布“重要消息”\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\">2024-08-22 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据<a href=\"https://laohu8.com/S/FFIE\" title=\"Faraday Future\" class=\"\">Faraday Future</a>方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e53000ca657d2f302e05f6b925dec98\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">据透露,<strong>这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。</strong></p><p style=\"text-align: start;\">新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。</p><p style=\"text-align: start;\">FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。</p><p style=\"text-align: start;\">该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186381161","content_text":"周四,法拉第未来又现妖级暴涨,截至发稿涨幅已超113%。据Faraday Future方面官宣,贾跃亭将于9月19日举办的“中美汽车产业桥梁暨第二品牌战略发布会”中公布重要消息。据透露,这个重要消息就是FF将打造第二品牌,官方称将利用最先进的AI技术来为多个细分市场的用户服务 ,加速推进FF进入大众市场。新品牌将重点关注2万-8万美元价格区间的市场,与FF的定位有很大区分。FF方面还表示,新品牌将使用众多FF 91的下放技术,能够让大众用户享受到30万美元价位的豪华技术。该公司在一份声明中表示,该战略旨在利用中国设备制造商和零部件供应商及其各自的供应链,以很低的价格推出高性能电动汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335558660698528,"gmtCreate":1722959802946,"gmtModify":1722959805416,"author":{"id":"3544096921077216","authorId":"3544096921077216","name":"风神再现","avatar":"https://static.tigerbbs.com/1c813a7aadd254ccf4c925e94b8fd2ab","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544096921077216","authorIdStr":"3544096921077216"},"themes":[],"htmlText":"建议加大剂量!日后只投A股,港股,还有中概!好好做赢家!","listText":"建议加大剂量!日后只投A股,港股,还有中概!好好做赢家!","text":"建议加大剂量!日后只投A股,港股,还有中概!好好做赢家!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/335558660698528","repostId":"1123705132","repostType":4,"repost":{"id":"1123705132","kind":"news","pubTimestamp":1722949806,"share":"https://www.laohunote.com/m/news/1123705132?lang=&edition=full","pubTime":"2024-08-06 21:10","market":"sh","language":"zh","title":"出乎意料!全球股市崩盘时的“赢家”竟然是这些资产","url":"https://stock-news.laohu8.com/highlight/detail?id=1123705132","media":"智通财经网","summary":"投资者正在重新考虑哪些地方是避风港。","content":"<html><head></head><body><p>周一,全球股市暴跌,只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明,随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产,投资者正在重新考虑哪些地方可能是最好的避风港。</p><p style=\"text-align: justify;\">以下是周一市场暴跌的一些输家与赢家:</p><p style=\"text-align: justify;\"><strong>避险情绪爆棚,但黄金却下跌</strong></p><p style=\"text-align: justify;\">随着席卷股市的震荡波及原材料市场,大宗商品周一遭受重创。然而,鉴于黄金长期以来作为避险资产的声誉,金价的下跌(现货价格一度下跌3.2%)可能会让一些人感到意外。</p><p style=\"text-align: justify;\">事实上,历史表明,在市场剧烈动荡的时期,黄金往往也会走弱,因为当资产全面下跌时,一些交易员被迫支付意外的追加保证金而减持黄金。高盛仍然非常看好黄金的前景,该公司暗示,这种情况可能在周一的交易中发挥了作用。</p><p style=\"text-align: justify;\">包括Daan Struyven在内的高盛分析师在一份报告中表示,这种贵金属可能“受到更广泛市场暴跌的负面溢出效应的影响,因为投资者会平仓黄金头寸以弥补保证金要求”,同时重申高盛预计黄金在2025年将升至每盎司2700美元的创纪录水平。</p><p style=\"text-align: justify;\"><strong>马来西亚货币林吉特</strong></p><p style=\"text-align: justify;\">虽然澳元、墨西哥比索和南非兰特等关键风险敏感货币兑美元汇率均大幅下跌,但马来西亚林吉特一度创下2015年以来最大单日涨幅,周一表现优于所有新兴市场货币。</p><p style=\"text-align: justify;\">这标志着四面楚歌的林吉特出现了巨大的逆转。今年2月,林吉特兑美元汇率曾跌至1998年以来的最低水平。随着人们对马来西亚经济增长的乐观情绪日益高涨,林吉特现在看来已准备好反弹。马来西亚第二季度GDP超过了所有分析师的预期。外国债券资金流入和技术出口的改善也推动了林吉特的走强。</p><p style=\"text-align: justify;\"><strong>中国发债主体</strong></p><p style=\"text-align: justify;\">几家中国发债人转向成本较低且相对稳定的人民币债券市场发债,而本周其他地区的市场波动极大,连美国高评级债券市场也遭遇挫折。较低的人民币计价债务融资成本正在支撑该行业。数据显示,周二,3个月期香港银行同业离岸人民币拆息(CNH Hibor)跌至2.06%,为三年多来的最低水平。</p><p style=\"text-align: justify;\">周二在离岸人民币市场,地方政府融资平台邳州市产业投资控股集团有限公司拟发行Reg S、3年期、票面利率5%、以人民币计价的高级无抵押债券。与此同时,深圳市人民政府拟在港发行多只Reg S、以人民币计价的高级无抵押债券,拟发行债券包括2年期社会债券、3年期低碳城市主题绿色债券、5年期债券和10年期可持续债券。此前,江苏润鑫城市投资集团有限公司和黄石市国有资产经营有限公司也进行了类似的交易。</p><p style=\"text-align: justify;\"><strong>蒙古股市</strong></p><p style=\"text-align: justify;\">根据彭博数据,追踪该国20家最大公司的蒙古证券交易所20强指数周一收盘上涨1%,成为亚洲唯一上涨的基准指数,也是全球四个上涨的基准指数之一(其他基准指数分别是牙买加、黑山和突尼斯)。煤炭公司Tavantolgoi Jsc和奶制品公司Suu Jsc是该指数中涨幅最大的两家公司。数据显示,自上月底以来,由原材料和消费品公司主导的蒙古股市与MSCI亚太指数的表现呈负相关。</p><p style=\"text-align: justify;\"><strong>香港地产股</strong></p><p style=\"text-align: justify;\">在恒生地产指数的11家开发商中,有9家周一上涨。商场运营商九龙仓置业(01997)是涨幅最大的成份股,涨幅超过6%,为两年多来最大涨幅。其次,新世界(00017)涨超5%,新鸿基地产(00016)涨幅达4%。鉴于香港实行盯住美元的汇率制度,美国降息速度快于预期,将使得香港这个亚洲金融中心紧随美联储步伐。更便宜的抵押贷款可能会刺激更多的购房行为,并给房地产开发商带来提振。离岸人民币汇率周一也升至去年12月以来的最高水平,暗示中国内地买家在不久的将来可能会更多地在香港购物。</p></body></html>","source":"highlight_zhitongcaijin","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>出乎意料!全球股市崩盘时的“赢家”竟然是这些资产</title>\n<style 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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出乎意料!全球股市崩盘时的“赢家”竟然是这些资产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 21:10 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1160777.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一,全球股市暴跌,只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明,随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产,投资者正在重新考虑哪些地方可能是最好的避风港。以下是周一市场暴跌的一些输家与赢家:避险情绪爆棚,但黄金却下跌随着席卷股市的震荡波及原材料市场,大宗商品周一遭受重创。然而,鉴于黄金长期以来作为避险资产的声誉,金价的下跌(现货价格一度下跌3.2%)可能会让...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1160777.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/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/1160777.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1123705132","content_text":"周一,全球股市暴跌,只有少数几个有弹性的市场相对未受影响。这些不同寻常的举动表明,随着交易员迅速撤出芯片股和日本股票等曾被视为不错押注的热门资产,投资者正在重新考虑哪些地方可能是最好的避风港。以下是周一市场暴跌的一些输家与赢家:避险情绪爆棚,但黄金却下跌随着席卷股市的震荡波及原材料市场,大宗商品周一遭受重创。然而,鉴于黄金长期以来作为避险资产的声誉,金价的下跌(现货价格一度下跌3.2%)可能会让一些人感到意外。事实上,历史表明,在市场剧烈动荡的时期,黄金往往也会走弱,因为当资产全面下跌时,一些交易员被迫支付意外的追加保证金而减持黄金。高盛仍然非常看好黄金的前景,该公司暗示,这种情况可能在周一的交易中发挥了作用。包括Daan Struyven在内的高盛分析师在一份报告中表示,这种贵金属可能“受到更广泛市场暴跌的负面溢出效应的影响,因为投资者会平仓黄金头寸以弥补保证金要求”,同时重申高盛预计黄金在2025年将升至每盎司2700美元的创纪录水平。马来西亚货币林吉特虽然澳元、墨西哥比索和南非兰特等关键风险敏感货币兑美元汇率均大幅下跌,但马来西亚林吉特一度创下2015年以来最大单日涨幅,周一表现优于所有新兴市场货币。这标志着四面楚歌的林吉特出现了巨大的逆转。今年2月,林吉特兑美元汇率曾跌至1998年以来的最低水平。随着人们对马来西亚经济增长的乐观情绪日益高涨,林吉特现在看来已准备好反弹。马来西亚第二季度GDP超过了所有分析师的预期。外国债券资金流入和技术出口的改善也推动了林吉特的走强。中国发债主体几家中国发债人转向成本较低且相对稳定的人民币债券市场发债,而本周其他地区的市场波动极大,连美国高评级债券市场也遭遇挫折。较低的人民币计价债务融资成本正在支撑该行业。数据显示,周二,3个月期香港银行同业离岸人民币拆息(CNH Hibor)跌至2.06%,为三年多来的最低水平。周二在离岸人民币市场,地方政府融资平台邳州市产业投资控股集团有限公司拟发行Reg S、3年期、票面利率5%、以人民币计价的高级无抵押债券。与此同时,深圳市人民政府拟在港发行多只Reg S、以人民币计价的高级无抵押债券,拟发行债券包括2年期社会债券、3年期低碳城市主题绿色债券、5年期债券和10年期可持续债券。此前,江苏润鑫城市投资集团有限公司和黄石市国有资产经营有限公司也进行了类似的交易。蒙古股市根据彭博数据,追踪该国20家最大公司的蒙古证券交易所20强指数周一收盘上涨1%,成为亚洲唯一上涨的基准指数,也是全球四个上涨的基准指数之一(其他基准指数分别是牙买加、黑山和突尼斯)。煤炭公司Tavantolgoi Jsc和奶制品公司Suu 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对于英伟达这种股票,回调就是介入或者加仓的良机!炒股不需要有多么高深的学识,需要的是常识!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326684494393488","isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318990782238912,"gmtCreate":1718892061431,"gmtModify":1718892063242,"author":{"id":"3544096921077216","authorId":"3544096921077216","name":"风神再现","avatar":"https://static.tigerbbs.com/1c813a7aadd254ccf4c925e94b8fd2ab","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544096921077216","authorIdStr":"3544096921077216"},"themes":[],"htmlText":"股指是经济发展的最直接体现","listText":"股指是经济发展的最直接体现","text":"股指是经济发展的最直接体现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318990782238912","repostId":"1147433799","repostType":4,"repost":{"id":"1147433799","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":1718891321,"share":"https://www.laohunote.com/m/news/1147433799?lang=&edition=full","pubTime":"2024-06-20 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21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,再次见证历史!标普500指数突破5500点,续创历史新高,截至发稿日内涨0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f725d23aaf1fb1d513aae6059ea8a7\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147433799","content_text":"周四,再次见证历史!标普500指数突破5500点,续创历史新高,截至发稿日内涨0.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278902724128896,"gmtCreate":1709101279386,"gmtModify":1709101280800,"author":{"id":"3544096921077216","authorId":"3544096921077216","name":"风神再现","avatar":"https://static.tigerbbs.com/1c813a7aadd254ccf4c925e94b8fd2ab","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544096921077216","authorIdStr":"3544096921077216"},"themes":[],"htmlText":"风险就是你以为有风险","listText":"风险就是你以为有风险","text":"风险就是你以为有风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/278902724128896","repostId":"2414486364","repostType":4,"repost":{"id":"2414486364","kind":"news","pubTimestamp":1709094016,"share":"https://www.laohunote.com/m/news/2414486364?lang=&edition=full","pubTime":"2024-02-28 12:20","market":"us","language":"zh","title":"去年10月以来这波美股上涨,“史无前例”!","url":"https://stock-news.laohu8.com/highlight/detail?id=2414486364","media":"华尔街见闻","summary":"德银指出,标普500在过去17周内实现了近乎创纪录的15周上涨,但涨势集中度空前的高,堪称“史无前例”。","content":"<html><head></head><body><blockquote><p>德银指出,标普500在过去17周内实现了近乎创纪录的15周上涨,但涨势集中度空前的高,堪称“史无前例”。</p></blockquote><p>随着信贷息差缩至过去两年来的最窄,全球金融环境逐渐宽松,以美股为首的全球市场似乎陷入了一场阔别已久的“狂热”。</p><p>上周,<a href=\"https://laohu8.com/S/161125\">标普500</a>创下六周以来最佳表现,包括泛欧斯托克600指数、日经指数在内的全球主要股指均屡创新高。</p><p>去年10月以来,美股强势反弹,今年以来延续强劲表现,开年迄今,标普500指数累计上涨超7%,迭创新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/287c91ce1c2f9767fcc40785deff1d74\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>于2月26日发布报告称,<strong>从历史数据来看,美股反弹的力度“异常不寻常”,但背后也不乏回调风险,尤其是涨势的集中度空前的高,堪称“史无前例”。</strong></p><p><strong>“史无前例”的反弹</strong></p><p>根据德银的数据,美股现在的涨势显现出以下几处“不寻常”的迹象。</p><p>(1)在过去17周中,标普500有15周实现了上涨,这种情况在过去五十年中只在1989年出现过1次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5241bf3cf9d6bdefe56d8ca2913d4726\" title=\"\" tg-width=\"469\" tg-height=\"249\"/></p><p>(2)如果本周标普500再度收涨,那么18周内将有16周出现阳线,这种情况上次出现是在1971年,创下该指数成立以来在18周内的最高上涨周数记录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/185840be34c3a3c19c0419857f6c5051\" title=\"\" tg-width=\"454\" tg-height=\"238\"/></p><p>(3)以0.2%的周涨幅为基准,标普500在17周内有15周达成了该目标。如果本周的标普500收涨达到0.2%或以上,该指数将实现成立以来首次在18周内有16周至少上涨0.2%的目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1b280ca0c41c2f3b5bce84d5bdb651\" title=\"\" tg-width=\"457\" tg-height=\"260\"/></p><p><strong>反弹的动力</strong></p><p>有哪些因素在支撑美股上涨?</p><p><strong>德银指出,对AI技术发展的热情为风险资产提供了有力支持,尤其是科技股。</strong></p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>此前发布报告指出,大盘涨幅依托于科技巨头为首的超级权重股,去年全年科技股“七姐妹”的平均涨幅为112%,远远跑赢大盘。截至1月29日,美股市值前5的股票贡献了70%的涨幅。</p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>释出最新财报,市场情绪被再度点燃,带动芯片股和科技股相关指数创下历史新高。截至26日,“七姐妹”的涨幅达到13.5%,远超标普500 6.7%的涨幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11d88b2b824f402c723a4112a1cac1cf\" title=\"\" tg-width=\"470\" tg-height=\"245\"/></p><p><strong>其次,去年10月以来通胀走低,对美联储今年开启降息的预期逐渐升温,市场期待美国经济能实现“软着陆”。</strong></p><p><strong>第三,商品价格指数下行至两年多来的最低点</strong>,尤其是欧洲天然气期货价格自去年10月以来跌去了一半以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4efa7c4dba80dca73ab5ff995a070a14\" title=\"\" tg-width=\"232\" tg-height=\"232\"/></p><p>第四,虽然经历了密集的加息周期,<strong>但就业数据呈现向好趋势</strong>:美国失业率仍未3.7%,已连续两年低于4%;欧元区失业率为6.4%,是欧元区成立以来的最低水平。</p><p>最后,在地缘风险方面,最近一个月内有迹象表明,<strong>此前因红海局势紧张而飙升的全球航运成本飙升已经有所回落。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180d23098fcc4428dedc35d847d58a1c\" title=\"\" tg-width=\"227\" tg-height=\"226\"/></p><p><strong>反弹的弱点</strong></p><p>在强劲上涨的股市背后,仍有多重回调风险。</p><p>德银认为,<strong>和2023年一样,当前股市的涨势“过窄”是一大弱点。</strong></p><p>报告数据显示,尽管2023年全年标普500上涨了24.2%,但经等权重计算后的涨幅仅为11.6%——<strong>这是1998年科网泡沫时期以来,标普500首次超过其等权重指数10%以上。</strong></p><p>今年,标普500的涨幅已经达到6.7%,而其等权重的指数仅上涨了2.5%。</p><p>华尔街见闻此前也有所提及,当前市场涨幅集中在头部、市场“越走越窄”的迹象十分显著,摩根大通、美银均发出了“泡沫”警告。</p><p><strong>其次,通胀仍具粘性也是一个问题。</strong>尽管自去年以来数据显示通胀有所降温,但仍在美联储设定的2%的通胀目标上方。</p><p>报告还指出,1月CPI意外回升导致标普500当天下跌了1.37%,说明通胀形势仍是市场交易的一大主线。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13749ba1a8fa4ae57f8535ce9171f513\" title=\"\" tg-width=\"676\" tg-height=\"405\"/></p><p>最后,德银认为,<strong>市场降息预期一再“抢跑”,或为预期落空后的股市回调埋下了隐患。</strong>数据显示,今年年初期货市场对美联储年内降息的预期为158个基点,但截至报告发出,该预期已降至84.5个基点。</p></body></html>","source":"wallstreetcn_hot_news","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\" 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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去年10月以来这波美股上涨,“史无前例”!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-28 12:20 北京时间 <a href=https://wallstreetcn.com/articles/3709218><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>德银指出,标普500在过去17周内实现了近乎创纪录的15周上涨,但涨势集中度空前的高,堪称“史无前例”。随着信贷息差缩至过去两年来的最窄,全球金融环境逐渐宽松,以美股为首的全球市场似乎陷入了一场阔别已久的“狂热”。上周,标普500创下六周以来最佳表现,包括泛欧斯托克600指数、日经指数在内的全球主要股指均屡创新高。去年10月以来,美股强势反弹,今年以来延续强劲表现,开年迄今,标普500指数累计上涨...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709218\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d3fb33cf69e028c47a2292cdcb37b6b","relate_stocks":{"SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","OEX":"标普100","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓","BK4588":"碎股","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF"},"source_url":"https://wallstreetcn.com/articles/3709218","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414486364","content_text":"德银指出,标普500在过去17周内实现了近乎创纪录的15周上涨,但涨势集中度空前的高,堪称“史无前例”。随着信贷息差缩至过去两年来的最窄,全球金融环境逐渐宽松,以美股为首的全球市场似乎陷入了一场阔别已久的“狂热”。上周,标普500创下六周以来最佳表现,包括泛欧斯托克600指数、日经指数在内的全球主要股指均屡创新高。去年10月以来,美股强势反弹,今年以来延续强劲表现,开年迄今,标普500指数累计上涨超7%,迭创新高。德意志银行于2月26日发布报告称,从历史数据来看,美股反弹的力度“异常不寻常”,但背后也不乏回调风险,尤其是涨势的集中度空前的高,堪称“史无前例”。“史无前例”的反弹根据德银的数据,美股现在的涨势显现出以下几处“不寻常”的迹象。(1)在过去17周中,标普500有15周实现了上涨,这种情况在过去五十年中只在1989年出现过1次。(2)如果本周标普500再度收涨,那么18周内将有16周出现阳线,这种情况上次出现是在1971年,创下该指数成立以来在18周内的最高上涨周数记录。(3)以0.2%的周涨幅为基准,标普500在17周内有15周达成了该目标。如果本周的标普500收涨达到0.2%或以上,该指数将实现成立以来首次在18周内有16周至少上涨0.2%的目标。反弹的动力有哪些因素在支撑美股上涨?德银指出,对AI技术发展的热情为风险资产提供了有力支持,尤其是科技股。摩根大通此前发布报告指出,大盘涨幅依托于科技巨头为首的超级权重股,去年全年科技股“七姐妹”的平均涨幅为112%,远远跑赢大盘。截至1月29日,美股市值前5的股票贡献了70%的涨幅。随着英伟达释出最新财报,市场情绪被再度点燃,带动芯片股和科技股相关指数创下历史新高。截至26日,“七姐妹”的涨幅达到13.5%,远超标普500 6.7%的涨幅。其次,去年10月以来通胀走低,对美联储今年开启降息的预期逐渐升温,市场期待美国经济能实现“软着陆”。第三,商品价格指数下行至两年多来的最低点,尤其是欧洲天然气期货价格自去年10月以来跌去了一半以上。第四,虽然经历了密集的加息周期,但就业数据呈现向好趋势:美国失业率仍未3.7%,已连续两年低于4%;欧元区失业率为6.4%,是欧元区成立以来的最低水平。最后,在地缘风险方面,最近一个月内有迹象表明,此前因红海局势紧张而飙升的全球航运成本飙升已经有所回落。反弹的弱点在强劲上涨的股市背后,仍有多重回调风险。德银认为,和2023年一样,当前股市的涨势“过窄”是一大弱点。报告数据显示,尽管2023年全年标普500上涨了24.2%,但经等权重计算后的涨幅仅为11.6%——这是1998年科网泡沫时期以来,标普500首次超过其等权重指数10%以上。今年,标普500的涨幅已经达到6.7%,而其等权重的指数仅上涨了2.5%。华尔街见闻此前也有所提及,当前市场涨幅集中在头部、市场“越走越窄”的迹象十分显著,摩根大通、美银均发出了“泡沫”警告。其次,通胀仍具粘性也是一个问题。尽管自去年以来数据显示通胀有所降温,但仍在美联储设定的2%的通胀目标上方。报告还指出,1月CPI意外回升导致标普500当天下跌了1.37%,说明通胀形势仍是市场交易的一大主线。最后,德银认为,市场降息预期一再“抢跑”,或为预期落空后的股市回调埋下了隐患。数据显示,今年年初期货市场对美联储年内降息的预期为158个基点,但截至报告发出,该预期已降至84.5个基点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}