
免费北美股票社区。有交易大咖和专业投资人股市日记,市场策略,和分析师的深度市场解读......
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美股:本周美股总体处于调整态势,尽管周五大盘收涨,标普依然下跌了近0.5%。主要原因是本周鲍威尔的发言,他明示现在美股太贵了,之后出现了连续从高点的回落,昨天美股连续两次跌到654附近的支撑位,目前看支撑位都是很有效的,但本周最终SPY还是收在了660以下,再连续数周上涨后美股终于迎来了一轮调整。对于美股我近期一直是持乐观态度,是的,他确实很贵,但是这种贵是可以持续下去的,只要市场的流动性没有问题,市场就可以保持强势,我听到很多人都在叫美股的崩盘,叫了太久了,但他们这些头部企...
美股:美股连续第三天下跌,不过跌幅已经大幅放缓,今天纳斯达克一度跌幅超过1%,不过收盘收回来大部分的跌幅。三大指数均只是小跌。今天股市下跌的诱因是超预期的强劲数据,今天公布的Q2 GDP的最终值大幅好于预期,预期3.3%,公布值是3.8%,在第一季度美国GDP出现负值后,第二季度的数据呈现出强劲的反弹,或许美国经济比想象的要好些。今天还公布了JOBLESS CLAIM,之前几周都是非常糟糕的数字,今天的数字也似乎在表明就业形势的改善。总的来说美国经济没有特朗普说的那么好,也没...
美股:美股基本延续了昨天的调整走势,整体跌幅有限,但在昨天鲍威尔说出了美股很贵的语境下近期美股可能还会维持一个调整的态势,不过无论是技术图形上看,还是整个基本面都没有太多变化,我们还是要看最核心的指标也就是流动性的预期。昨天鲍威尔也说了他的老话,降息路径是不预设的,当然他可以这样说,市场并不见得这样认为,今天美国财长贝森特还跳出来说鲍威尔应该给市场100-150个基点的降息指引,可见美国政府与美联储之间的争斗不会停歇。大方向上看,鲍威尔能够坚持的时间会非常有限,而美联储理事会...
美股:美股高位调整,三大指数均下跌,纳斯达克跌跌幅较大,但整个市场气氛没有任何变化。今天的比较重要的事件是公布了一系列的PMI数据,无论是制造业PMI还是服务业的数据都是不及预期的,今天的数据更多的是反映全球经济情况,全面的不及预期也似乎在确认全球的经济情况都是挺糟糕的,美国这个经济引擎不力的结果可能就是全球经济的寒冬。今天鲍威尔又跳出来讲话了,除了说出了一句美股估值高之外完全没有任何新意,强调了就业市场的实质性疲软,重申美联储的独立性,再一次论证了降息的合理性,要在抗通胀与...
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这是一个由交易大咖和专业投资人谈股票的频道。每周二,周四的千亿股谈 我们分享市场解读,交易策略和机构研报。 并且有实盘账户更新,每周六有我们更新大宗商品,贵金属专业人士观点,不定期发表股市周评。 每周六个股频道会有专业分析师推荐的加拿大和美国股票, 以及对一些热门股的分析。
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