2021审判日？为什么不看好股市及商品超级周期

泷韬全球宏观2021-03-24

作者：袁玉玮去年，由全球央行放水驱动的股，债，商品三牛，导致无论国内外，大多数投资者都对2021过度乐观。但是，从宏观基本面来说，2020年股市其实没有基本面支持（我不反对个别行业）。去年的牛市，其实是疫情诱发的金融危机和经济危机大背景下，央行看跌期权 —— 央行为了切断经济危机里的风险传导链，救市压制资产下行波动。那么，体弱内需的经济去年被人为压制的波动 —— 就像令狐冲被一群庸医用外力压制的内...

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飞车手
·2021-03-25
666
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- 飞车手:
  666
  2021-03-26
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吉星lily
·2021-03-25
瞎說的
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吉星lily
·2021-03-25
這就叫審判日？[噴血]
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WilllllChen
·2021-03-25
這馬後炮打的.所有熱點都蹭上了[笑哭]
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2
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华尔街小街
·2021-03-25
廢話連篇
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1
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海7525
·2021-03-25
爲什麼呢？
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jackiee
·2021-03-25
目前都是裸泳呀
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Cocoxu
·2021-03-25
說說你對這篇新聞的看法...
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财经大排档
·2021-03-25
文章符合判斷，有理有據，同樣不看好什麼超級週期，起碼我知道中國人不敢玩命消費，沒人今朝有酒今朝醉式的消費哪來的通脹。
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2
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甲鱼蛋小财奴
·2021-03-24
mark
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Aesthetic
·2021-03-24
裝什麼B
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4
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坐等股灾
·2021-03-24
垃圾文章，輸出情緒的
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10
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爱我丿你pua了吗丿
·2021-03-24
[回頭] 只會動嘴皮子其實啥也不是 [打臉]
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5
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猛逃
·2021-03-24
一個模版出來的，沒嘛新東西⋯[吃瓜]
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6
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丐版巴菲特
·2021-03-24
很明顯，現在跟2018年完全是兩回事。2018中國p2p雷潮，主要對a股影響大，外圍小幅波動。現在2021是受2020新冠影響，海量放水，資產泡沫，但是通脹還沒有爆發性出現，特別是民生必需品，價格被控得死死的。可能還會持續一段時間，股票，現在多空都難做。
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Marson
·2021-03-24
哈哈哈哈，老虎上怎麼都是這種貨，什麼我爲什麼做空特斯拉，我爲什麼不推薦rxl，馬後炮都是小神仙
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23
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lpxg
·2021-03-24
馬後炮，反正猜對了就是牛，猜錯了也沒任何影響……
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- 美国旅游团:
  猜错删帖
  2021-03-25
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炒股的小学生
·2021-03-24
不看好去做空啊！
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2
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6a19880
·2021-03-24
能不能不要推這種亂七八糟的文章，一點內容也沒有，就是在擺龍門陣
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LensAsset
·2021-03-24
都是事後諸葛亮。
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Yellen: Asset Valuations Are High By Historical Measures）。一场金融\"马陵道\"围剿的天时，地利，人和，也许都具备了。我们“慭慭然”，小心观测。西方传说上帝会在审判日那天赏善罚恶；我们并不预期2021一定是大熊市，但2021很可能是宏观层面均值回归的一年—— 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