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我们已经进入了新的收益季,上周美国主要银行带头。但投资者似乎对他们的业绩并不满意。 $花旗集团 (C.US)$ $摩根大通 (JPM.US)$ $富国银行 (WFC.US)$
与此同时,最近发生了许多其他事情:通胀走热,降息可能被拒绝,地缘政治紧张加剧等。
因此,股市上周卖出了一波。
$比特币ETF-iShares (IBIT.US)$ $3倍做多标普500ETF-Direxion (SPXL.US)$ $ProShares三倍做空标普500ETF (SPXU.US)$ $超微电脑 (SMCI.US)$ $赛富时 (CRM.US)$ $Adobe (ADBE.US)$ $Enphase Energy (ENPH.US)$ $20+年以上美国国债ETF-iShares (TLT.US)$ $美国10年期国债收益率 (US10Y.BD)$ $Snowflake (SNOW.US)$ $Block (SQ.US)$ $罗技 (LOGI.US)$
与此同时,最近发生了许多其他事情:通胀走热,降息可能被拒绝,地缘政治紧张加剧等。
因此,股市上周卖出了一波。
$比特币ETF-iShares (IBIT.US)$ $3倍做多标普500ETF-Direxion (SPXL.US)$ $ProShares三倍做空标普500ETF (SPXU.US)$ $超微电脑 (SMCI.US)$ $赛富时 (CRM.US)$ $Adobe (ADBE.US)$ $Enphase Energy (ENPH.US)$ $20+年以上美国国债ETF-iShares (TLT.US)$ $美国10年期国债收益率 (US10Y.BD)$ $Snowflake (SNOW.US)$ $Block (SQ.US)$ $罗技 (LOGI.US)$
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$两倍做多彭博天然气ETF-ProShares (BOIL.US)$ 3月4日讯,美国天然气价格上涨,因美国最大的天然气生产商殷拓集团(EQT)表示,由于供应过剩导致价格普遍下跌,该公司将减少产量。美国基准的亨利枢纽天然气期货上涨6.7%,至1.96美元/百万英热。自今年年初以来,一个月远期合约已下跌逾20%,仍远低于季节性平均水平。EQT表示,为应对低低价格,该公司将在3月份前削减约300亿至400亿立方英尺的净产量。据机构估算,减产400亿立方英尺将占该公司季度产量的7%左右。近几个月来,美国天然气期货价格大幅下跌,企业不得不做出调整。上个月,切萨皮克能源公司和康斯托克资源公司都宣布根据市场情况减产。
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$凯德中国信托 (AU8U.SG)$
China’s manufacturing activity contracted for a fifth straight month in February, official figures on Friday showed, which were at odds with a private survey that signaled factory activity expanded.
Data from China’s National Bureau of Statistics showed manufacturing PMI fell to 49.1 in February from 49.2 in January. The reading was in line with a Reuters poll estimate.
The Caixin/S&P Global manufacturing PMI, however, edged up to 50.9 in February from 50.8 in the p...
China’s manufacturing activity contracted for a fifth straight month in February, official figures on Friday showed, which were at odds with a private survey that signaled factory activity expanded.
Data from China’s National Bureau of Statistics showed manufacturing PMI fell to 49.1 in February from 49.2 in January. The reading was in line with a Reuters poll estimate.
The Caixin/S&P Global manufacturing PMI, however, edged up to 50.9 in February from 50.8 in the p...
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