日本股市疯了，难道是上天要令其灭亡

[welcomelm]

必先令其疯狂？还是资金从某些金融中心出来都跑邻国了？

 

[sports_fan]

别人不知道，巴菲特在日本贷款炒日本股票。

巴菲特 借利率只有 0.17 的日债买 日本股票，本质上就是一个套利交易。

用股息偿还债息。

日元就是一个套利货币，长期低利率导致很多资金借贷大量日元出
海投资。
日本利息-0.1%, 如果其他任何国家利息减到这个，股市不炸才怪。

 

[welcomelm]

你这么明白啊，买日经指数了吗？

 

[sports_fan]

你这么明白啊，买日经指数了吗？

你天天日本这好那好，每天都关注日本股票，又多金多时间，应该压上全部家当买日本股票。

我天天搬砖，从来没钱买股票，自己房子贷款利息6.75%不还，却去投资负利息的日本？

 

[billwanhua]

Japan's economy unexpectedly slips into recession, hurt by weak domestic demand

Provisional gross domestic product contracted 0.4% in the fourth quarter compared with a year ago, after contracting 2.9% in the July-September period.

www.cnbc.com

Provisional GDP contracted 0.4% in the fourth quarter compared with a year ago, after a revised 3.3% slump in the July-September period. This was weaker than the median estimate for 1.4% growth in a Reuters poll among economists.
Japan GDP also contracted 0.1% in the fourth quarter from the previous quarter, after shrinking a revised 0.8% in the July-September quarter. This was also weaker than expectations for 0.3% expansion.

经济跟股市背离

 

[welcomelm]

Japan's economy unexpectedly slips into recession, hurt by weak domestic demand

Provisional gross domestic product contracted 0.4% in the fourth quarter compared with a year ago, after contracting 2.9% in the July-September period.

www.cnbc.com

Provisional GDP contracted 0.4% in the fourth quarter compared with a year ago, after a revised 3.3% slump in the July-September period. This was weaker than the median estimate for 1.4% growth in a Reuters poll among economists.
Japan GDP also contracted 0.1% in the fourth quarter from the previous quarter, after shrinking a revised 0.8% in the July-September quarter. This was also weaker than expectations for 0.3% expansion.

经济跟股市背离

哇，一箭双雕啊。日本股市好，经济差。中国股市差，经济好。

 

[茶马盐铁]

日本股市这泼天的富贵，只要肯从A股割肉抽出资金， 中国股民就可以接住！

 

[billwanhua]

哇，一箭双雕啊。日本股市好，经济差。中国股市差，经济好。

BNN Bloomberg – Canada Business News, TSX Today and Interest Rates

Get the latest Canadian business news, TSX updates, interest rates and Bank of Canada coverage. Explore stock market investing and get expert financial insights on investment portfolio strategies.

www.bnnbloomberg.ca

Burry wasn’t the only fund manager buying up Alibaba shares last quarter. The company was the biggest new buy for the Canada Pension Plan Investment Board.



你的钱都让土豆投入中国股市了。
四季度买的，估计亏了不少
还外资都撤出呢！

资本家天天叫空，然后私下进入。等下季度公布持仓，韭菜才恍然大悟，手上筹码都让资本家拿去了。

with a position of 3.6 million shares and a market value of 279 million Dollar。买了2.79亿

 

[welcomelm]

BNN Bloomberg – Canada Business News, TSX Today and Interest Rates

Get the latest Canadian business news, TSX updates, interest rates and Bank of Canada coverage. Explore stock market investing and get expert financial insights on investment portfolio strategies.

www.bnnbloomberg.ca

Burry wasn’t the only fund manager buying up Alibaba shares last quarter. The company was the biggest new buy for the Canada Pension Plan Investment Board.



你的钱都让土豆投入中国股市了。
四季度买的，估计亏了不少
还外资都撤出呢！

资本家天天叫空，然后私下进入。等下季度公布持仓，韭菜才恍然大悟，手上筹码都让资本家拿去了。

with a position of 3.6 million shares and a market value of 279 million Dollar。买了2.79亿

一定要一查到底

 

[welcomelm]

BNN Bloomberg – Canada Business News, TSX Today and Interest Rates

Get the latest Canadian business news, TSX updates, interest rates and Bank of Canada coverage. Explore stock market investing and get expert financial insights on investment portfolio strategies.

www.bnnbloomberg.ca

Burry wasn’t the only fund manager buying up Alibaba shares last quarter. The company was the biggest new buy for the Canada Pension Plan Investment Board.



你的钱都让土豆投入中国股市了。
四季度买的，估计亏了不少
还外资都撤出呢！

资本家天天叫空，然后私下进入。等下季度公布持仓，韭菜才恍然大悟，手上筹码都让资本家拿去了。

with a position of 3.6 million shares and a market value of 279 million Dollar。买了2.79亿

准确的讲，外资撤出的是中国大陆和香港的股市。baba是在美国上市，他买baba不算投资中国股市。

 

[billwanhua]

准确的讲，外资撤出的是中国大陆和香港的股市。baba是在美国上市，他买baba不算投资中国股市。

一样，巴巴现在香港美国双上市，互联的。我炒的Trip.com 也是两边上市，我晚上也看香港股价格。
而且这个新闻没有说香港还是美国股

 

[billwanhua]

Elon Musk is inviting Chinese EV car parts makers to Mexico to supply his big Tesla factory planned there, and Washington is freaking out

The trade war then-President Donald Trump started in 2018 helped spur Chinese investment in third-party countries like Mexico.

fortune.com

资本家全以钱为目的，马斯克邀请中企汽车配件厂到墨西哥，把美国政客气坏了。

Tesla didn’t respond to a request for comment. Its Austin plant isn’t the only one in the US buying Chinese-owned Mexican-made parts, as exports continue to rise.

The value of Chinese auto parts made in Mexico and exported to the US reached $1.1 billion in 2023, up 15% over the previous year, according to previously unreported preliminary data from INA, Mexico’s national auto-parts industry association. Last year, there were 33 Chinese auto-parts makers registered in Mexico, 18 of which exported to the US, according to INA.

上次加拿大配件厂就指责中国在墨西哥设汽配

 

[ltyyqjg]

不看不知道，一看吓一跳。日本股市糟透了，35年居然都没涨，现在股指还不如89年9月的高。

 

[Anakin]

一定要一查到底

一定要一插到底

 

[billwanhua]

https://www.cnn.com/2024/02/15/economy/britain-falls-into-recession/index.html

英国也衰退了。只有老大这边独好