10万亿资金站在门口,就等大佬下令了!
搜狐财经· 2025-09-18 02:48
最近有个事儿挺有意思。那天我在陆家嘴喝咖啡,听见隔壁桌两个基金经理聊得热火朝天。一个说:"现在散户越来越精了,不好忽悠。"另一个冷笑:"精 什么精?连基本的数据都不会看。"这话听着刺耳,但仔细想想还真有那么点道理。 但有意思的是,当我打开股吧论坛,发现大多数人还在讨论"明天哪个板块会涨"。就像我认识的老张,天天盯着K线图研究"金叉""死叉",去年牛市愣是亏 了30%。问他为啥,他说:"主力太狡猾。"这话说的,好像市场就该对他温柔似的。 二、牛市里的致命误区 说到牛市,我发现个有趣现象。大多数人觉得牛市就该死拿股票,但实际上呢?我观察了上百个账户后发现,「适时换股」的收益要比「盲目持股」高出2- 3倍。这不是我说的,是数据告诉我的。 有三个常见陷阱特别要命: 上周碰到个典型案例。某科技股45天里拉出7个涨停,论坛里一片欢腾。但有意思的是,通过大数据系统看到的「机构库存」数据(就是反映大资金活跃程 度的指标),在四个关键位置呈现完全不同的故事。 1. 看冷热:哪个板块热闹追哪个 2. 看涨跌:涨了就追跌了就割 3. 看高低:觉得股价低就是便宜 一、10万亿市场的暗流涌动 中国证券投资基金业协会最新数据显示,202 ...
Markets can support a higher multiple as productivity increases, says Morgan Stanley's Jim Caron
Youtube· 2025-09-18 02:46
Let's go back now to our esteemed panel. Steve is still there. We still got to look through it.By the way, I'm trying to recycle the internet so I can compare the two. Francis, your immediate take on this decision. >> Well, hearing about that dot plot, maybe it'll come in defense of the dot plot.There'll be a lot of comments about this being very political in nature, but this wide dispersion in views on this Fed >> the Fed way thought the Fed wasn't political. >> Well, it's independent. >> It's independent. ...
Overbought Becomes The Norm For The Nasdaq
Seeking Alpha· 2025-09-18 02:46
Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ...
美联储主席鲍威尔:失业率仍处于低位,但已有所上升
搜狐财经· 2025-09-18 02:45
人民财讯9月18日电,美联储主席鲍威尔表示,失业率仍处于低位,但已有所上升;通胀最近有所上 升,仍略微偏高。 ...
Fed Lowers Interest Rates For First Time Since December, Projects Two More Cuts This Year
Deadline· 2025-09-18 02:45
The U.S. Federal Reserve announced a quarter percentage point cut in interest rates, it’s first since December, amid a softening of the U.S. labor market. The move was expected. The more pressing question for markets was how many additional cuts to expect. The central bank projected two more in 2025. The Fed’s next two meetings are set for October and December. That would bring the benchmark rate down to a range of 3.50% to 3.75% by year-end. The Dow Jones Industrial Average jumped 465 points on the news. ...
Beyond Nvidia: Can Arm Stock Hit $210 Next Year?
247Wallst· 2025-09-18 02:45
Nvidia (NASDAQ:NVDA) is a generational performer and the stock still has plenty of room to run, even as a $4.32 trillion company. ...
SMR's Robust Portfolio Fuel Revenue Growth: A Sign of More Upside?
ZACKS· 2025-09-18 02:45
Key Takeaways NuScale's Q2 2025 revenue jumped 733% year over year to $8.1 billion. SMR gained a second NRC approval for its 77-megawatt small modular reactor design. NuScale supports ENTRA1's TVA deal to deploy up to 6 gigawatts of SMR technology. NuScale Power (SMR) is seeing strong growth thanks to its solid portfolio of small modular reactor (SMR) technology. This has helped boost revenue and establish the company as a leader in the nuclear energy field. In the second quarter of 2025, NuScale Power reco ...
Tesla Debit Spread Drove 424% Profit for Options Bulls
Schaeffers Investment Research· 2025-09-18 02:45
Subscribers to Schaeffer's Vertical Options Trader nabbed an outstanding 424% return with our Tesla Inc (NASDAQ:TSLA) front-month, out-of-the-money vertical debit spread. Below, we'll dig into the factors that drove our bullish stance on the EV giant, as well as how the options trade unfolded.At the time of our entered recommendation on August 15, founder and CEO Bernie Schaeffer laid out the following TSLA spread: Buying the September 370 call and simultaneously selling the September 400 call. The security ...
Tesla Debit Spread Drives 424% Profit for Options Bulls
Schaeffers Investment Research· 2025-09-18 02:45
Subscribers to Schaeffer's Vertical Options Trader nabbed an outstanding 424% return with our Tesla Inc (NASDAQ:TSLA) front-month, out-of-the-money vertical debit spread. Below, we'll dig into the factors that drove our bullish stance on the EV giant, as well as how the options trade unfolded.At the time of our entered recommendation on August 15, founder and CEO Bernie Schaeffer laid out the following TSLA spread: Buying the September 370 call and simultaneously selling the September 400 call. The security ...