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我是一颗小种子，飞行能力强，飞过高山和海洋，飞过大草场～

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02-01

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@许亚鑫:吃飯行情變吃肉行情，美國四季度GDP數據超預期！

2022-05-12

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2022-05-12

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一般這種情況都是先普漲，然後再分化，分化之後需要有一些熱點和主題慢慢跑出來，這樣市場才能形成持續的賺錢板塊和效應，也就會慢慢脫離此前我說的——流動性風險。 以上，是國內市場，我們再聊幾句國際市場，今夜北美盤，主要就是兩件事。 其一，歐洲央行公佈2024年首次利率決議，維持歐央行三大主要利率不變，將主要再融資利率、存款便利利率、邊際貸款利率維持在4.5%，4%以及4.75%的歷史高位，符合市場預期。 自去年9月歐洲央行在本輪加息週期中第十次宣佈加息後，這已經是該行連續第三次選擇維持當前利率水平。隨着利率見頂，歐洲央行將在何時開啓降息週期以及今年的降息幅度，成爲市場關注的焦點。 圖片 今年以來市場對歐央行降息預期反覆動搖，目前貨幣市場預期今年歐央行有望累計降息約130個基點，6月份首次降息的概率接近97%，而在兩週前交易員押注降息將","images":[{"img":"https://static.tigerbbs.com/622fffa87e7b6473f3a20a2ffae7a7e5","width":"685","height":"406"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267011595423848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064130906,"gmtCreate":1652288547405,"gmtModify":1676535069758,"author":{"id":"4106356436697570","authorId":"4106356436697570","name":"sgp40","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106356436697570","authorIdStr":"4106356436697570"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064130906","repostId":"2234986078","repostType":2,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064107562,"gmtCreate":1652285902456,"gmtModify":1676535069495,"author":{"id":"4106356436697570","authorId":"4106356436697570","name":"sgp40","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106356436697570","authorIdStr":"4106356436697570"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064107562","repostId":"1102575310","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9064107562,"gmtCreate":1652285902456,"gmtModify":1676535069495,"author":{"id":"4106356436697570","authorId":"4106356436697570","name":"sgp40","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106356436697570","authorIdStr":"4106356436697570"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064107562","repostId":"1102575310","repostType":2,"repost":{"id":"1102575310","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652277883,"share":"https://ttm.financial/m/news/1102575310?lang=&edition=fundamental","pubTime":"2022-05-11 22:04","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1102575310","media":"Tiger Newspress","summary":"Alibaba, Baidu, Bilibili, iQiyi, JD.com, Li Auto, NetEase, Pinduoduo and XPeng rose between 2% and 7%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi</a>, <a href=\"https://laohu8.com/S/IQ\">iQiyi</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> rose between 2% and 7%.<img src=\"https://static.tigerbbs.com/cfb8c26e7ff3e9c6debf8d37b980424d\" tg-width=\"424\" tg-height=\"704\" width=\"100%\" height=\"auto\"/></p></body></html>","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>Hot Chinese ADRs Gained in Morning Trading</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\">\nHot Chinese ADRs Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-11 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, <a href=\"https://laohu8.com/S/DIDI\">DiDi</a>, <a href=\"https://laohu8.com/S/IQ\">iQiyi</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> rose between 2% and 7%.<img src=\"https://static.tigerbbs.com/cfb8c26e7ff3e9c6debf8d37b980424d\" tg-width=\"424\" tg-height=\"704\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴",".DJI":"道琼斯","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102575310","content_text":"Alibaba, Baidu, Bilibili, DiDi, iQiyi, JD.com, Li Auto, Pinduoduo and XPeng rose between 2% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269420228497568,"gmtCreate":1706793375499,"gmtModify":1706793379661,"author":{"id":"4106356436697570","authorId":"4106356436697570","name":"sgp40","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106356436697570","authorIdStr":"4106356436697570"},"themes":[],"htmlText":"！","listText":"！","text":"！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269420228497568","repostId":"267011595423848","repostType":1,"repost":{"id":267011595423848,"gmtCreate":1706197968002,"gmtModify":1706287802709,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"吃飯行情變吃肉行情，美國四季度GDP數據超預期！","htmlText":"我在前文《0124：全面降準50個基點，AI炒股這事靠譜不？》提到：“大A傳統的春季吃飯行情也有希望徐徐展開。” 今天收盤之後，我通過語音詳細爲大家進行解盤，比如解釋了爲什麼下午盤相對於上午盤的成交量會出現萎縮，還比如，降準50個基點的背後到底有哪些需要我們去留意的細節。事實上，通過今天大陽線的收盤，已經爲我們印證了一件事，即這次的降準50個基點的動作保密環節做得特別的不錯，並沒有那些路邊社啊，膨脹社啊率先又把這種“利好”消息給捅出來，今日多頭藉助利好消息暴揍空頭的效果很好。 因此，我特意在直播過程中爲大家做了一下修正，即，咱們接下來要面對的並不是傳統春季的吃飯行情，而是吃肉行情啊，各位！信不信隨你，反正我自己是帶槓桿上去了，各位客官請隨意！ 當然，從今天的盤面觀察來看，中字頭的國企的確很給力，我也去跟蹤了一下滬深300的ETF，總覺得哪裏有些不對勁。難不成某隊今天沒動手嗎？我總覺得吧，一直買ETF是不是怕被盯上，所以今天換了個套路開始去買國企了？ 一般這種情況都是先普漲，然後再分化，分化之後需要有一些熱點和主題慢慢跑出來，這樣市場才能形成持續的賺錢板塊和效應，也就會慢慢脫離此前我說的——流動性風險。 以上，是國內市場，我們再聊幾句國際市場，今夜北美盤，主要就是兩件事。 其一，歐洲央行公佈2024年首次利率決議，維持歐央行三大主要利率不變，將主要再融資利率、存款便利利率、邊際貸款利率維持在4.5%，4%以及4.75%的歷史高位，符合市場預期。 自去年9月歐洲央行在本輪加息週期中第十次宣佈加息後，這已經是該行連續第三次選擇維持當前利率水平。隨着利率見頂，歐洲央行將在何時開啓降息週期以及今年的降息幅度，成爲市場關注的焦點。 圖片 今年以來市場對歐央行降息預期反覆動搖，目前貨幣市場預期今年歐央行有望累計降息約130個基點，6月份首次降息的概率接近97%，而在兩週前交易員押注降息將","listText":"我在前文《0124：全面降準50個基點，AI炒股這事靠譜不？》提到：“大A傳統的春季吃飯行情也有希望徐徐展開。” 今天收盤之後，我通過語音詳細爲大家進行解盤，比如解釋了爲什麼下午盤相對於上午盤的成交量會出現萎縮，還比如，降準50個基點的背後到底有哪些需要我們去留意的細節。事實上，通過今天大陽線的收盤，已經爲我們印證了一件事，即這次的降準50個基點的動作保密環節做得特別的不錯，並沒有那些路邊社啊，膨脹社啊率先又把這種“利好”消息給捅出來，今日多頭藉助利好消息暴揍空頭的效果很好。 因此，我特意在直播過程中爲大家做了一下修正，即，咱們接下來要面對的並不是傳統春季的吃飯行情，而是吃肉行情啊，各位！信不信隨你，反正我自己是帶槓桿上去了，各位客官請隨意！ 當然，從今天的盤面觀察來看，中字頭的國企的確很給力，我也去跟蹤了一下滬深300的ETF，總覺得哪裏有些不對勁。難不成某隊今天沒動手嗎？我總覺得吧，一直買ETF是不是怕被盯上，所以今天換了個套路開始去買國企了？ 一般這種情況都是先普漲，然後再分化，分化之後需要有一些熱點和主題慢慢跑出來，這樣市場才能形成持續的賺錢板塊和效應，也就會慢慢脫離此前我說的——流動性風險。 以上，是國內市場，我們再聊幾句國際市場，今夜北美盤，主要就是兩件事。 其一，歐洲央行公佈2024年首次利率決議，維持歐央行三大主要利率不變，將主要再融資利率、存款便利利率、邊際貸款利率維持在4.5%，4%以及4.75%的歷史高位，符合市場預期。 自去年9月歐洲央行在本輪加息週期中第十次宣佈加息後，這已經是該行連續第三次選擇維持當前利率水平。隨着利率見頂，歐洲央行將在何時開啓降息週期以及今年的降息幅度，成爲市場關注的焦點。 圖片 今年以來市場對歐央行降息預期反覆動搖，目前貨幣市場預期今年歐央行有望累計降息約130個基點，6月份首次降息的概率接近97%，而在兩週前交易員押注降息將","text":"我在前文《0124：全面降準50個基點，AI炒股這事靠譜不？》提到：“大A傳統的春季吃飯行情也有希望徐徐展開。” 今天收盤之後，我通過語音詳細爲大家進行解盤，比如解釋了爲什麼下午盤相對於上午盤的成交量會出現萎縮，還比如，降準50個基點的背後到底有哪些需要我們去留意的細節。事實上，通過今天大陽線的收盤，已經爲我們印證了一件事，即這次的降準50個基點的動作保密環節做得特別的不錯，並沒有那些路邊社啊，膨脹社啊率先又把這種“利好”消息給捅出來，今日多頭藉助利好消息暴揍空頭的效果很好。 因此，我特意在直播過程中爲大家做了一下修正，即，咱們接下來要面對的並不是傳統春季的吃飯行情，而是吃肉行情啊，各位！信不信隨你，反正我自己是帶槓桿上去了，各位客官請隨意！ 當然，從今天的盤面觀察來看，中字頭的國企的確很給力，我也去跟蹤了一下滬深300的ETF，總覺得哪裏有些不對勁。難不成某隊今天沒動手嗎？我總覺得吧，一直買ETF是不是怕被盯上，所以今天換了個套路開始去買國企了？ 一般這種情況都是先普漲，然後再分化，分化之後需要有一些熱點和主題慢慢跑出來，這樣市場才能形成持續的賺錢板塊和效應，也就會慢慢脫離此前我說的——流動性風險。 以上，是國內市場，我們再聊幾句國際市場，今夜北美盤，主要就是兩件事。 其一，歐洲央行公佈2024年首次利率決議，維持歐央行三大主要利率不變，將主要再融資利率、存款便利利率、邊際貸款利率維持在4.5%，4%以及4.75%的歷史高位，符合市場預期。 自去年9月歐洲央行在本輪加息週期中第十次宣佈加息後，這已經是該行連續第三次選擇維持當前利率水平。隨着利率見頂，歐洲央行將在何時開啓降息週期以及今年的降息幅度，成爲市場關注的焦點。 圖片 今年以來市場對歐央行降息預期反覆動搖，目前貨幣市場預期今年歐央行有望累計降息約130個基點，6月份首次降息的概率接近97%，而在兩週前交易員押注降息將","images":[{"img":"https://static.tigerbbs.com/622fffa87e7b6473f3a20a2ffae7a7e5","width":"685","height":"406"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267011595423848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064130906,"gmtCreate":1652288547405,"gmtModify":1676535069758,"author":{"id":"4106356436697570","authorId":"4106356436697570","name":"sgp40","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106356436697570","authorIdStr":"4106356436697570"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064130906","repostId":"2234986078","repostType":2,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}