股市涨的令人发指,

  • 主题发起人 主题发起人 zzgf
  • 开始时间 开始时间
美国经济恢复强劲,本周美股无忧了。
1. Retail sales jump 17.7% in May amid COVID-19 pandemic;
2. 1T dollar大基建启动;
3. 打雷打了2月,FED终于在二级市场买企业债了,包括垃圾债。
 
关键的关键 美联储印出的超发美金, 不能去买中国货贴补反动派,否则超印稀释中国外汇, 正是一大利器, 土共有苦说不出。但是你超印的钱最后全买了中国货 就有问题了。

所以印美金, 加关税, 收投资, 赶中概股。这些防守策略一个一个都要拿上台面来。

我看先把华为的事情处理完, 下一个可以是大疆, 它们需要的芯片应该很高级
 
三大股指十月大选之前再创历史新高是板上钉钉的事,时间上可能会提前很多。原因很简单:基本面变差,看空者增多,市场从来是与绝大多数看法相反的;美联储大水漫灌,30000点的池子根本不够用。
五年线、十年线都是长期上升趋势,三月份并未有效跌破。50日、100日移动平均线都支持上涨。前几日的调整是短线乖离率太陡,顺便增加那些空翻多短线资金的持仓成本。涨9000点回调3000点再正常不过了。
 
三大股指十月大选之前再创历史新高是板上钉钉的事,时间上可能会提前很多。原因很简单:基本面变差,看空者增多,市场从来是与绝大多数看法相反的;美联储大水漫灌,30000点的池子根本不够用。
五年线、十年线都是长期上升趋势,三月份并未有效跌破。50日、100日移动平均线都支持上涨。前几日的调整是短线乖离率太陡,顺便增加那些空翻多短线资金的持仓成本。涨9000点回调3000点再正常不过了。

你这个想法的可能才是真正的大多数。
所以嘛,危险啊。
 
美联储放水也好不放水也好,美元不但没跌对人民币和其他货币还涨,所以担心美国泡沫的的还是想想想自己。
 
其实担不担心泡沫,都要想想自己。在设计投资组合时,要考虑到股市上升会有什么后果?如果下跌,又会有什么后果?如果股市走向和自己的预测相反,如何操作?又有什么补救措施?未雨绸缪,才能长期玩下去。
你确认你炒股要做这些?一小散干的是基金经理的活,对小散来说,设好可承受的盈亏点即可,想多了也是白想。
 
当然。不仅是确认,而是一直在这么做。这么做的结果是,30多年,经历好几次大的崩盘,从来没有伤到筋骨。可以长期玩下去。

不太熟悉中文市场词汇。不知玩和投资的区别。我的理解是玩和投资不同, “长期玩, 从来没有伤到筋骨”:good:。 问题是, 玩多大? 最大时的玩All in 还是有一定比例。 如有比例,占All 的多少? 烦您解释一下.
 
The record-setting advance in U.S. stocks, seen by some as disconnected from economic reality, is fueling readings of investor bliss. Citigroup’s panic/euphoria model, which tracks metrics from options trading to short sales and newsletter bullishness, is having its longest run of extreme optimism since the dot-com era.

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