g****t 发帖数: 31659 | 1 能源板块1个月涨了5.8%。
这个月看好金融。
我还是几个月前的观点,
这两块涨完,牛市就结束了,大家就赶快撤吧。 |
a******a 发帖数: 333 | |
B******e 发帖数: 16928 | 3 这个月不加息已经被price in了。
【在 a******a 的大作中提到】 : 要是耶伦又不加息呢?金融会跌的吧
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a******a 发帖数: 333 | 4 为什么这么说?这个月不是在涨吗
[在 Bernanke (Ben) 的大作中提到:]
:这个月不加息已经被price in了。
:【 在 asphyxia (asphyxia) 的大作中提到: 】
:........... |
B******e 发帖数: 16928 | 5 When October employment report came out and is not good, bank shares tanked
because people know Fed is not going to increase interest in October. Thus,
already priced in.
【在 a******a 的大作中提到】 : 为什么这么说?这个月不是在涨吗 : [在 Bernanke (Ben) 的大作中提到:] : :这个月不加息已经被price in了。 : :【 在 asphyxia (asphyxia) 的大作中提到: 】 : :...........
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a******a 发帖数: 333 | 6 受教了,既然price in了,现在入点算不错吗?
[在 Bernanke (Ben) 的大作中提到:]
:When October employment report came out and is not good, bank shares
tanked because people know Fed is not going to increase interest in October.
Thus, already priced in.
:【 在 asphyxia (asphyxia) 的大作中提到: 】
:........... |
B******e 发帖数: 16928 | 7 Depending on your horizon. This is a tricky time and most of the not
increasing rate effect has been priced in. Look at the basics for banks:
housing market is ok but not as good as months ago, underwriting business is
dropping and trading is not good either. If market makes a small correction
, banks will get a hit, so the upside is limited but downside is large. I
will not increase my investment in any of the banks now.
October.
【在 a******a 的大作中提到】 : 受教了,既然price in了,现在入点算不错吗? : [在 Bernanke (Ben) 的大作中提到:] : :When October employment report came out and is not good, bank shares : tanked because people know Fed is not going to increase interest in October. : Thus, already priced in. : :【 在 asphyxia (asphyxia) 的大作中提到: 】 : :...........
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