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2021-04-02

$Coinbase Global, Inc.(COIN)$how to buy from ttiger

2021-06-16

$GameStop(GME)$gogo

2021-06-20

$Coinbase Global, Inc.(COIN)$lets go

2021-06-15

$Coca-Cola(KO)$lets go

2021-06-21

$SPDR Gold Trust(GLD)$buy buy

2021-06-20

$Coinbase Global, Inc.(COIN)$gogo

2021-06-19

$Nikko AM STI ETF(G3B.SI)$gogo

2021-06-19

$Nikko AM STI ETF(G3B.SI)$buy

2022-10-31

$SINGAPORE AIRLINES LTD(C6L.SI)$

2022-06-07

$NIO Inc.(NIO.SI)$buy

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164955738","repostId":"162700582","repostType":1,"repost":{"id":162700582,"gmtCreate":1624073909646,"gmtModify":1703828273788,"author":{"id":"3465849506761816","authorId":"3465849506761816","name":"牛万理性做多中国","avatar":"https://static.tigerbbs.com/80be7e50c1e84549663373f4acbd1518","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465849506761816","authorIdStr":"3465849506761816"},"themes":[],"title":"黃金本週暴跌近6%，是否砸出了黃金坑？-2021年六月第三週做多中國","htmlText":"大家週末愉快，我是牛萬。本週三美聯儲fomc會議引發市場的巨幅波動，週三當日三大股指全線下探，全周標普500跌2.26%，道瓊斯跌3.76%，僅納斯達克收漲0.18%（邏輯不清楚）。而最讓大家關心的，且最直接影響的應該是黃金的走勢，國際金價本週跌幅達到5.8%，創下了去年疫情以來的最大單週跌幅，那麼週三美聯儲究竟發出了什麼信號，爲何會引發黃金市場的暴跌，看了一些泛財經類的文章都覺得表述很有問題，所以在此分享一下我的觀點，以及黃金市場後續的操作思路。美聯儲到底說了些什麼？首先，大家聽美聯儲的信息覺得很多都是含糊其詞，說的內容很多，但是很多時候大家又覺得什麼都沒說，這是因爲大家沒有抓住會議的“重點”信息，針對黃金來說，我們還是要回歸那兩個要素，即“名義利率預期-通脹預期”，這是黃金走勢的最基本邏輯。在清楚這一點後，你就知道黃金的走勢反映的是遠端的預期而不當下，換句話說你現在交易的價格是遠端美元的實際利率，簡單講你可以將黃金看成名義利率預期（縮表加息預期）、通脹預期兩個變量決定的。這個邏輯清楚後，我們再來看美聯儲的表態。在上一篇文章裏，我一直在說，美聯儲的態度一直很明確，就是看到就業數據出現恢復好轉時候，才考慮加息，就業沒好轉就不會加息。因此關於加息這點你主要看就業數據就好，這是風向標。換句話說大家應該關注美聯儲的言辭順序是就業&gt;通脹&gt;行動措辭和隱含時間點圖片轉自《付鵬的財經世界》以下引用東北證券首經付鵬總的觀點：（1）就業-後面會非常強勁“看到薪資上升，2022年將是“非常好的一年”，經濟增長將創造大量就業機會，我們認爲未來幾個月勞動力市場的供需將會達到平衡，夏季到秋季就業創造強勁，新冠疫情的擔憂等其他阻礙勞動力供應的因素應該會在未來減少，很明顯，影響就業增長的因素在未來幾個月應該會減弱，我們正在走向一個非常強勁的勞動力市場” 簡單說鮑威爾的陳述中很清晰的講到了之前","listText":"大家週末愉快，我是牛萬。本週三美聯儲fomc會議引發市場的巨幅波動，週三當日三大股指全線下探，全周標普500跌2.26%，道瓊斯跌3.76%，僅納斯達克收漲0.18%（邏輯不清楚）。而最讓大家關心的，且最直接影響的應該是黃金的走勢，國際金價本週跌幅達到5.8%，創下了去年疫情以來的最大單週跌幅，那麼週三美聯儲究竟發出了什麼信號，爲何會引發黃金市場的暴跌，看了一些泛財經類的文章都覺得表述很有問題，所以在此分享一下我的觀點，以及黃金市場後續的操作思路。美聯儲到底說了些什麼？首先，大家聽美聯儲的信息覺得很多都是含糊其詞，說的內容很多，但是很多時候大家又覺得什麼都沒說，這是因爲大家沒有抓住會議的“重點”信息，針對黃金來說，我們還是要回歸那兩個要素，即“名義利率預期-通脹預期”，這是黃金走勢的最基本邏輯。在清楚這一點後，你就知道黃金的走勢反映的是遠端的預期而不當下，換句話說你現在交易的價格是遠端美元的實際利率，簡單講你可以將黃金看成名義利率預期（縮表加息預期）、通脹預期兩個變量決定的。這個邏輯清楚後，我們再來看美聯儲的表態。在上一篇文章裏，我一直在說，美聯儲的態度一直很明確，就是看到就業數據出現恢復好轉時候，才考慮加息，就業沒好轉就不會加息。因此關於加息這點你主要看就業數據就好，這是風向標。換句話說大家應該關注美聯儲的言辭順序是就業&gt;通脹&gt;行動措辭和隱含時間點圖片轉自《付鵬的財經世界》以下引用東北證券首經付鵬總的觀點：（1）就業-後面會非常強勁“看到薪資上升，2022年將是“非常好的一年”，經濟增長將創造大量就業機會，我們認爲未來幾個月勞動力市場的供需將會達到平衡，夏季到秋季就業創造強勁，新冠疫情的擔憂等其他阻礙勞動力供應的因素應該會在未來減少，很明顯，影響就業增長的因素在未來幾個月應該會減弱，我們正在走向一個非常強勁的勞動力市場” 簡單說鮑威爾的陳述中很清晰的講到了之前","text":"大家週末愉快，我是牛萬。本週三美聯儲fomc會議引發市場的巨幅波動，週三當日三大股指全線下探，全周標普500跌2.26%，道瓊斯跌3.76%，僅納斯達克收漲0.18%（邏輯不清楚）。而最讓大家關心的，且最直接影響的應該是黃金的走勢，國際金價本週跌幅達到5.8%，創下了去年疫情以來的最大單週跌幅，那麼週三美聯儲究竟發出了什麼信號，爲何會引發黃金市場的暴跌，看了一些泛財經類的文章都覺得表述很有問題，所以在此分享一下我的觀點，以及黃金市場後續的操作思路。美聯儲到底說了些什麼？首先，大家聽美聯儲的信息覺得很多都是含糊其詞，說的內容很多，但是很多時候大家又覺得什麼都沒說，這是因爲大家沒有抓住會議的“重點”信息，針對黃金來說，我們還是要回歸那兩個要素，即“名義利率預期-通脹預期”，這是黃金走勢的最基本邏輯。在清楚這一點後，你就知道黃金的走勢反映的是遠端的預期而不當下，換句話說你現在交易的價格是遠端美元的實際利率，簡單講你可以將黃金看成名義利率預期（縮表加息預期）、通脹預期兩個變量決定的。這個邏輯清楚後，我們再來看美聯儲的表態。在上一篇文章裏，我一直在說，美聯儲的態度一直很明確，就是看到就業數據出現恢復好轉時候，才考慮加息，就業沒好轉就不會加息。因此關於加息這點你主要看就業數據就好，這是風向標。換句話說大家應該關注美聯儲的言辭順序是就業>通脹>行動措辭和隱含時間點圖片轉自《付鵬的財經世界》以下引用東北證券首經付鵬總的觀點：（1）就業-後面會非常強勁“看到薪資上升，2022年將是“非常好的一年”，經濟增長將創造大量就業機會，我們認爲未來幾個月勞動力市場的供需將會達到平衡，夏季到秋季就業創造強勁，新冠疫情的擔憂等其他阻礙勞動力供應的因素應該會在未來減少，很明顯，影響就業增長的因素在未來幾個月應該會減弱，我們正在走向一個非常強勁的勞動力市場” 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