个人中心
登出
中文简体
返回
登录后咨询在线客服
回到顶部

avatar
HappyG0Lucky 女 ID: 102189601
该用户很懒,暂未添加个人简介
关注
    HappyG0Lucky 参与了投票
    你好, mooer们。欢迎来到 提问与帮助。在这里,知识渊博的摩尔人与其他摩尔人分享他们的宝贵见解。我们重视具有不同兴趣的摩尔人之间的积极互动。我们很高兴见到摩尔人 互相帮助,在和谐包容的气氛中建立联系。
    在这个 经常问的问题 帖子,我们汇总了一些常见问题和来自mooers的有关moomoo和Moo社区的宝贵答案。在阅读之前...
    已翻译
    提问与帮助常见问题解答
    提问与帮助常见问题解答
    45
    HappyG0Lucky 赞并评论了
    每个人都在给 BTFD 打电话!我们真的触底了吗?
    根据我的分析,我们仍未完成测得的向下跌至12200的走势 $纳斯达克100指数主连(2409)(NQmain.US)$ 还有大约 4,000 个 $标普500指数主连(2409)(ESmain.US)$ .
    从这里开始还有很多不利之处。尽管过去3天似乎出现了逆转,但看跌分歧再次开始形成,表明下行空间即将到来。每当我们在4点上形成规律的看跌分歧时...
    已翻译
    783
    我们今天对联邦公开市场委员会有什么期望?我知道美联储想要的是25BP,因为他们无法用高利率偿还当前和未来的债务。但我觉得50BP可能是他们的举动,因为尽管自2021年以来做出了种种承诺,但通货膨胀尚未达到顶峰。今晚让我们来看看。
    7年的收益率已经反转 $Cboe10年期国债利率(.TNX.US)$ 而且 2 年和 10 年期之间的价差越来越小,这表明反向曲线即将到来,这是我自昨天1月16日以来一直在警告的...
    已翻译
    1289
    HappyG0Lucky 留下了心情
    Weekly market recap
    Stock futures fluctuated in overnight trading Sunday following a losing week as investors continued to grapple with the resurgence of Covid cases and an upcoming shift in the Federal Reserve's easy monetary policy.
    The major averages are coming off a negative week, with the $标普500指数(.SPX.US)$ declining 1.9%. The tech-heavy $纳斯达克综合指数(.IXIC.US)$ dropped nearly 3% last week as investors dumped high-flying growth stocks on the prospect of higher interest rates, while the $道琼斯指数(.DJI.US)$ slipped 1.7%.
    Here's a look at the return of S&P 500 sectors
    The week ahead in focus
    Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break, Nike and Micron Technology report on Monday, BlackBerry and General Mills on Tuesday, and CarMax, Cintas, and Paychex on Wednesday.
    It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.
    On Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve's preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.
    Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.
    Monday 12/20
    $美光科技(MU.US)$ and $耐克(NKE.US)$ report quarterly results.
    The Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October's level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.
    Tuesday 12/21
    $黑莓(BB.US)$, $辉盛研究系统(FDS.US)$, and $通用磨坊(GIS.US)$ announce earnings.
    Wednesday 12/22
    The NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.
    $车美仕(KMX.US)$, $信达思(CTAS.US)$, and $沛齐(PAYX.US)$ hold conference calls to discuss quarterly results.
    The Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November's second estimate.
    The Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.
    Thursday 12/23
    The Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.
    The Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800 -- both record highs.
    The BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve's preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.
    The Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.
    Friday 12/24
    U.S. equity and fixed-income markets are closed in observance of Christmas.
    Source: CNBC, jhinvestments, Dow Jones Newswires
    What to expect in the week ahead (CCL, MU, NKE, BB)
    What to expect in the week ahead (CCL, MU, NKE, BB)
    What to expect in the week ahead (CCL, MU, NKE, BB)
    +2
    7
    美联储会议后发生了什么?
    在美联储周三出台了2022年加息3次而不是2次的政策之后,我们目前正在从科技成长型股票转向价值股,而且还加快了缩减幅度,比预期提前几个月结束。
    最初的缩减计划是国库券为100亿美元,MBS(抵押贷款支持证券)为50亿美元,但现在,国库券缩减至200亿美元,MBS的缩减速度翻了一番,缩减至2022年3月结束。不久之后,加息应该会逐步出现。
    美联储之所以转向鹰派,迅速转向以更快的速度缩减和更多的加息,是因为通货膨胀率处于40年来的最高水平。他们也预计2021年通货膨胀率不会超过2%,并一直提到通货膨胀率的上升是暂时的。根据同比报告,当前的通货膨胀率为6.8%。
    这对周四的市场有何影响?
    当缩减速度加快时,市场的流动性就会收紧。不会有那么多的自由现金可以注入市场,让价格像过去两年那样上涨。
    加息也将抑制成长型股票的估值,因为成长型股票的定价高于未来的收益预期。如果利率上升,将损害这些预期。投资者将开始将高利率环境中蓬勃发展的债券和价值股票视为更好的资产类别,从而使其对风险较高的成长型股票更具吸引力。
    小盘股通常也会遭受损失,因为它们倾向于贷款更多的资金来为公司的增长提供资金,从而使它们对加息更加敏感。
    于是我们看见了 $纳斯达克100指数(.NDX.US)$ $iShares罗素2000指数ETF(IWM.US)$ 主要是小盘股和科技股的跌幅要大得多 $道琼斯指数(.DJI.US)$ 昨天主要由价值股组成。
    现在该怎么办?我应该退出我的成长型持股吗?
    话虽如此,从长远来看,通货膨胀和加息仍然不会对成长型股票构成巨大威胁。当向价值股进行轮换时,通常是短期的。因此,借此机会找到进入正在抛售的股票的良好切入点。
    一如既往,安全交易,明智投资!
    $苹果(AAPL.US)$ $特斯拉(TSLA.US)$ $Meta Platforms(FB.US)$ $微软(MSFT.US)$ $亚马逊(AMZN.US)$ $英伟达(NVDA.US)$ $Adobe(ADBE.US)$ $纳指100ETF-Invesco QQQ Trust(QQQ.US)$ $SPDR道琼斯指数ETF(DIA.US)$
    已翻译
    6
    $AMC院线(AMC.US)$ other stocks red af and amc green😎😎
    $苹果(AAPL.US)$ 美联储无法将利率提高到足以弥补通货膨胀... 利率必须高于10%至15%才能覆盖通货膨胀,尽管他们做了这么愚蠢的事情,但他们现在无法做到这一点!!
    因此,在接下来的 3 年里坐下来尽情享受 APPLE Ride 吧,这将是最好的!
    已翻译
    图片