【视野环球财经】20260309美股 反转再反转，猴都跟不上！JPM：战术看跌至6270点！

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大家好

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欢迎回到视野

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环球财经

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我是right now

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现在是美东时间26年3月9号

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周一晚上的7.25分

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今天的市场啊是波动巨大

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其中最引人注目的是WTI

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原油价格呢是出现了历史上第二大的单日波动

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那么在周末的紧张局势升级的背景下啊

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首先呢是原油期货啊大幅的上行

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那么布伦特原油呢

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是短暂的触及了119.4的高点

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那么在美股的现货开盘之后啊

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咱们看到今天的标普呢是低开在了

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6700点下方

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触发了短暂的CCTA的抛售

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那么在生死线6600点之前

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多头顶住压力

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没有进一步触发副伽马抛售

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只是可能啊以缓解供应压力

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那么市场是加速反弹

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但是最后的40分钟啊才是最精彩的啊

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今天这个猴市呢是V了啊

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最终呢居然是大幅收涨

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纳指涨了1.32%

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标普去到了0.83

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今天的罗素也涨了一个点好

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为什么突然间最后40分钟就V了呢

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啊咱们看一下这一系列的这个反转再反转

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首先呢是美国总统川普呢

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在接受哥伦比亚呃广播公司CBS电话采访的时候

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表示说啊

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战争可能很快就结束了啊

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就是结束

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然后呢市场情绪突然就变化了啊

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直接40分钟发生逆转啊

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他说我认为战争已经基本结束了

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他们没有海军

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没有通讯

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也没有空军

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他还补充说啊

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美国的进展

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远远超过了他最初估计的4~5周的时间啊

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括号里边是我补充的啊

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就是暗示啊

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告诉市场的行动

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有可能会在4~5个星期之内结束

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受到这个言论的影响啊

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原油价格是暴跌

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那么WTI原油和布伦特原油

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分别是跌到了81和83的附近啊

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一个冲高上去之后呢

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然后砸下来对吧

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最低的时候非常的低呃

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但是呢我们说四大指数跟随也涨了啊

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涨了多少呢

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今天的ETF这边11个板块只有两个下跌

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金融能源跌

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其他九个全部上涨

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但是你以为这就完了吗

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还没有啊

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因为今天的盘后还有故事

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川普呢是在盘后召开了新闻发布会

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来咱们来看一下都讲了什么

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今天的几个这个新闻发布会

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有几个要点给大家列出来啊

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他说对伊朗的军事行动是一次短期行动啊

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这个和上个星期的表述不一样了

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美国及其盟友将持续军事行动

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直到敌方被彻底击败啊

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短期行动彻底击败

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时机成熟的时候

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美军将在霍尔木兹海峡护航

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关键问题是多短呢

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那么在被问及伊朗战争是否在本周结束的时候

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那么总统回答说不会

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但是呢很快就会结束

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诶

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这个表述就非常的有水平了

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呃我给大家翻译成叫什么呢

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翻译成网络语言啊

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就是总统先生

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请问战争什么时候结束

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总统回眸一笑

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你猜大概就这么个意思啊

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好所以呢新闻发布会之后

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咱们看到这个消息一传出来

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价格又开始了啊

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原油价格又开始往上走呃

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目前看到的不油的期货主联是来到了四

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涨了4.72啊

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跑到了92呃

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美游这边呢是涨了3.84

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来到了88啊

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这是目前市场在新闻发布会后的这个反应

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哎我这里想说一下啊

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其实通过今天这个新闻发布会

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和本周的这个表述呢

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能看出来一点

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就是美国总统川普呢在策略的运用上

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和上个星期啊是发生了明显的改变

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什么改变呢

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就是不再把时间说死

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也不再把战争的目标说死啊

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开始用预期管理

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类似于美联储经常用的那种做法啊

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就是如果进展的快

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咱们就很快结束战争

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如果进展的慢啊

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咱们以后呢就慢慢再调整

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根据战场的情况啊

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不断的去发布和调整短期的目标啊

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发布一些预期

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所以呢这场战争就是可长可短

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同时呢淡化了最初的战争目标

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政权更迭这件事尽量少提

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这种做法对于金融市场有什么影响啊

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我们讲过

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我们这里呢主要是谈金融市场有什么的变化

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对原油有什么样的一个变化

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那么长期投资啊

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或者投机大宗商品的朋友肯定都知道一件事情

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就是对于预期是非常重要的

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而如果你预期这个东西它会出现暴涨

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那么会吸引很多的投机盘会进场

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它会在短期内增加市场的波动

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那么这一次的做法和这种表述的改变呢

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其实啊它对市场原油一边倒的多头的投机盘

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让这些投机盘会有所忌惮

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今天冲高这个大幅回落

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其实呢就让在上方追高

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原油的损失惨重

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那么这种情况就会让你下一次再追高的时候

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你就得想一想哎呀

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会不会原油再次暴涨

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他又出来缓和局势

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价格跳水呢对吧

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这种预期管理

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对于能源价格的投机盘的压制非常有效啊

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它会抑制短期的波动

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这是一个非常明显的美联储经常用的一个做法

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好

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当然我们说这个只能去抑制短期的

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投机层面的波动

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但原油价格最终的趋势是上涨还是下跌

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其实取决于供需关系

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在需求不变的情况下

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如果供应减少

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那么它的价格趋势就应该是上涨的

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那咱们就要问两个问题了

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现在的供应如何

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霍尔木兹海峡开放了吗

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答案是截止到今天为止都没有

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都只是给了预期

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有可能会增加储备

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有可能会美军护航

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让它开放

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所以和上周比

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供应短缺的这个问题没有发生实质性的变化

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呃那么对于这个看法呢

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其实今天我看到高盛的有几个

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原油依旧存在上行压力的几个事实啊

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就是他列出来啊

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为什么原油有仍旧有上行的压力

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第一是我们估计

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通过霍尔木兹海峡的石油运输量

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比正常水平下降了90%

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那么会使全球每天减少1800万桶

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石油

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约占全球石油的18%

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第二目前呢中东地区通过管道重新输送

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绕过霍尔木兹海峡的石油

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的理论目标的25%已经实现

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那为什么不是百分之百呢

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原因是一些物理中断啊和设施的问题好

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第三大多数的航运公司还处于观望状态啊

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因为他没有保险

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没有保险

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他就不敢运啊

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这是最大的问题

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第四

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石油价格可能需要比历史和仅关注

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波斯湾出口的简单模型所预测的

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更快地跌至需求破坏水平

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括号里边是我补充的

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因为这个会涉及到供应中断的时间啊

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战争的持续性就持续时间越长

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它的破坏性就越大

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那比方说如果短期油价飙到了一百一百五

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但是三天之后就回到了80

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那这种影响只是暂时的

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但是如果长期维持在100以上啊

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120

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然后维持了1~3个月

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那后面的影响就很大啊

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所以这是高盛列出的

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原油依旧存在上行压力的几个事实好

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那我们回到大盘的层面啊

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今天呢给大家呃

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展示关于摩根大通的战术性的看跌的观点啊

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他们是怎么看的啧

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摩根大通呢是战术性的看跌

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标普今天早上啊

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摩根大通的市场情报团队

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他们转为战术性的看跌

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并且将技术因素列为他们下调市场

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近期前景评级的最主要的原因

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那么他的市场情报主管泰勒

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援引银行最新的仓位情况报告

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他们的仓位指的是他们所能掌握的

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在他们的银行下的啊

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这些包括机构也好呀

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散户也好等等

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他们说目前的仓位呢是保持中性

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没有出现极端的去风险化操作

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另外呢他们说正如昨晚我们所指出的啊

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他们在周末也发了一份报告啊

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对于能源板块的这个仓位的情况

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谈到上个星期能源板块的净卖出量最大

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投资者纷纷获利了结

222
00:10:01,519 --> 00:10:03,210
所以他们因为是在预期

223
00:10:03,210 --> 00:10:04,929
周末的市场可能会缓和局势啊

224
00:10:04,929 --> 00:10:06,289
所以把能源给卖掉了啊

225
00:10:06,289 --> 00:10:07,769
那没想到卖的还挺对的对吧

226
00:10:07,769 --> 00:10:09,269
因为总统出来说话

227
00:10:12,269 --> 00:10:15,019
所以呢今天的原油确实是大幅回落

228
00:10:15,019 --> 00:10:18,460
但是呢盘中确实有一度飙升至

229
00:10:18,460 --> 00:10:21,179
每桶119美元的情况啊

230
00:10:21,179 --> 00:10:22,740
单日涨幅30%

231
00:10:22,740 --> 00:10:23,899
随后回落

232
00:10:23,899 --> 00:10:27,580
所以他们总额总体通过技术性的看法

233
00:10:27,580 --> 00:10:29,740
主要是通过仓位的配置的看法呢

234
00:10:29,740 --> 00:10:32,889
他们认为下一步走势的预期

235
00:10:32,889 --> 00:10:39,529
标普有可能会下跌10%到6270点

236
00:10:39,529 --> 00:10:43,309
但是呢他们是不是就直接看熊市了呢

237
00:10:43,309 --> 00:10:46,450
啊他们很明显的说不是结构性熊市啊

238
00:10:46,450 --> 00:10:49,330
短期他们持看跌策略啊

239
00:10:49,330 --> 00:10:52,440
同时呢他们因为呃他们的交易持仓

240
00:10:52,440 --> 00:10:54,360
如果是持一个看跌策略的话

241
00:10:54,360 --> 00:10:58,700
那肯定会更多的配置这个下跌的板块和个股啊

242
00:10:58,700 --> 00:11:01,940
这样的话少量配置一些上涨的这种个股

243
00:11:01,940 --> 00:11:03,100
这样做配对交易

244
00:11:03,100 --> 00:11:05,389
它才能够实行看跌嘛

245
00:11:05,389 --> 00:11:07,870
好那么他们不认为这是熊市

246
00:11:07,870 --> 00:11:11,309
但是他他们说呢这个熊市什么时候会结束呢

247
00:11:11,309 --> 00:11:13,259
就这个下跌啊会结束呢

248
00:11:13,259 --> 00:11:16,620
他们表示说一旦冲突彻底的结束

249
00:11:16,620 --> 00:11:20,279
他们现在所持有的这种策略性判断就会结束

250
00:11:20,279 --> 00:11:22,500
打个比方还没有跌到6270

251
00:11:22,500 --> 00:11:25,059
突然间战争双方都宣布结束了

252
00:11:25,059 --> 00:11:27,509
那就直接就上去了啊

253
00:11:27,509 --> 00:11:31,149
他们这个观点指的是战争一直持续的情况下

254
00:11:31,149 --> 00:11:34,559
他们看跌到6270点呃

255
00:11:34,559 --> 00:11:35,440
主要原因是

256
00:11:35,440 --> 00:11:36,200
因为他们认为

257
00:11:36,200 --> 00:11:39,580
宏观经济的基本面依然支撑风险资产

258
00:11:39,580 --> 00:11:42,000
但是冲突的时间持续越长

259
00:11:42,000 --> 00:11:43,250
冲击就越大

260
00:11:43,250 --> 00:11:46,409
那么他们预计的26年的一季度的

261
00:11:46,409 --> 00:11:49,769
实际的GDP增长是1.75%

262
00:11:49,769 --> 00:11:54,000
高油价他们指的是大于100美元每桶啊

263
00:11:54,000 --> 00:11:56,000
就会使这个基本预测

264
00:11:56,000 --> 00:11:58,679
面临60个基点的下行风险

265
00:11:58,679 --> 00:12:00,720
所以还是持续呃

266
00:12:00,720 --> 00:12:03,100
这个关注的是油价的价格

267
00:12:03,100 --> 00:12:05,559
以及持续的时间的长短

268
00:12:05,559 --> 00:12:06,779
战争的长短

269
00:12:06,779 --> 00:12:12,009
所以现在呢我们所有一切的变量都来自于时间

270
00:12:12,009 --> 00:12:15,019
这个战争持续的时间有多长

271
00:12:15,019 --> 00:12:18,360
也就是总统说的很快结束

272
00:12:18,360 --> 00:12:20,769
很快是多快吧

273
00:12:20,769 --> 00:12:22,730
这个东西呢我们就可多可少了

274
00:12:22,730 --> 00:12:25,059
反正这个信息他说不会好

275
00:12:25,059 --> 00:12:29,039
这个呢就是目前机构对于现在市场的看法

276
00:12:29,039 --> 00:12:31,159
所以呢相信大家看完了这些东西

277
00:12:31,159 --> 00:12:32,129
也能理解

278
00:12:32,129 --> 00:12:36,809
市场现在存在的最大的确定因素就是不确定啊

279
00:12:36,809 --> 00:12:40,250
因为没有人告诉你下一步会发生什么

280
00:12:40,250 --> 00:12:41,589
可长可短啊

281
00:12:41,589 --> 00:12:42,869
好基于此呢

282
00:12:42,869 --> 00:12:45,208
我们来看一下今天在市场上

283
00:12:45,208 --> 00:12:47,828
大盘的走势的情况啊

284
00:12:47,828 --> 00:12:50,240
几个关键的这个出发

285
00:12:52,039 --> 00:12:53,519
今天我给大家做了一个更新啊

286
00:12:53,519 --> 00:12:56,480
就是首先呢是6700点的

287
00:12:56,480 --> 00:12:57,879
这个是已经触发了啊

288
00:12:57,879 --> 00:12:59,320
在今天开盘的时候

289
00:12:59,320 --> 00:13:01,960
其实就触发了有过一轮这个下挫啊

290
00:13:01,960 --> 00:13:04,769
这个就是CCTA的卖盘的抛压导致的

291
00:13:04,769 --> 00:13:06,570
在更早的全球市场

292
00:13:06,570 --> 00:13:10,610
我相信大家看到全球的很多的股市暴跌是吧

293
00:13:10,610 --> 00:13:12,789
很多的你看日韩股市大跌

294
00:13:12,789 --> 00:13:15,169
其实也有CCTA抛售的原因啊

295
00:13:15,169 --> 00:13:16,690
那个他是已经也抛了

296
00:13:16,690 --> 00:13:17,970
全球都在抛美股

297
00:13:17,970 --> 00:13:20,470
这边呢只不过买盘力量比较的强大

298
00:13:20,470 --> 00:13:21,769
没有升跌

299
00:13:21,769 --> 00:13:23,559
守住了6600而已

300
00:13:23,559 --> 00:13:26,740
好既然已经触发了抛售

301
00:13:26,740 --> 00:13:31,080
那么现在他们的仓位情况会有什么改变呢

302
00:13:31,460 --> 00:13:34,399
呃今天我这个更新啊

303
00:13:34,399 --> 00:13:39,000
是不是它的实时的数据更新是基于我的经验啊

304
00:13:39,000 --> 00:13:40,039
我跟大家讲清楚啊

305
00:13:40,039 --> 00:13:42,700
这是我基于我的经验的判断

306
00:13:42,700 --> 00:13:45,139
因为按照正常来讲

307
00:13:45,139 --> 00:13:48,000
他们在短期和中期的点位出发之后

308
00:13:48,000 --> 00:13:51,740
通常抛售的仓位已经接近一半啊

309
00:13:51,740 --> 00:13:53,779
会有的时候会一半多一点点

310
00:13:53,779 --> 00:13:56,500
但是通常情况下是接近50%

311
00:13:56,500 --> 00:13:58,580
大概40%多是比较合理的

312
00:13:58,580 --> 00:14:01,820
那么在这种情况下没有砸穿

313
00:14:01,820 --> 00:14:04,899
也就是他们的抛压已经是释放

314
00:14:04,899 --> 00:14:07,000
但买盘需求更大

315
00:14:07,000 --> 00:14:08,279
顶起来了

316
00:14:08,279 --> 00:14:12,889
所以呢现在他们仓位已经是腾出来了一些

317
00:14:12,889 --> 00:14:15,950
也就意味着在横盘区间

318
00:14:15,950 --> 00:14:18,220
他们可能仍旧会小卖

319
00:14:18,220 --> 00:14:20,059
在上涨区间

320
00:14:20,059 --> 00:14:23,659
他们因为已经卖出了接近一半的仓位

321
00:14:23,659 --> 00:14:26,220
他们是可以加仓买入的

322
00:14:26,220 --> 00:14:28,799
所以我判断是在横盘

323
00:14:28,799 --> 00:14:30,580
预计是小麦上涨

324
00:14:30,580 --> 00:14:32,419
预计是买在下跌

325
00:14:32,419 --> 00:14:34,620
预计呢还会继续的卖啊

326
00:14:34,620 --> 00:14:35,659
因为还有一半的仓位啊

327
00:14:35,659 --> 00:14:37,059
这是根据历史经验

328
00:14:37,059 --> 00:14:38,139
我做了一个判断啊

329
00:14:38,139 --> 00:14:41,139
后面如果有确切的点位

330
00:14:41,139 --> 00:14:44,139
以及这个资金的分配买卖量

331
00:14:44,139 --> 00:14:46,360
我再给大家进行一个更新

332
00:14:46,360 --> 00:14:49,559
好这个是GTA的系统

333
00:14:49,559 --> 00:14:52,539
富伽马这边呢没有跌破6600

334
00:14:52,539 --> 00:14:53,720
那就还没有实现啊

335
00:14:53,720 --> 00:14:56,700
仍旧属于在这个震荡区间之内

336
00:14:56,700 --> 00:15:01,460
还有一个另外的今天的走势是标普啊

337
00:15:01,460 --> 00:15:01,980
你看啊

338
00:15:01,980 --> 00:15:05,259
标普纳指

339
00:15:05,259 --> 00:15:07,299
包括道指

340
00:15:07,299 --> 00:15:08,279
还有罗素

341
00:15:08,279 --> 00:15:10,210
我们都会看一下他们的日线走势

342
00:15:10,210 --> 00:15:17,970
全部都是出现了非常非常明显的叫做止跌形态

343
00:15:17,970 --> 00:15:20,250
有效的止跌形态

344
00:15:20,250 --> 00:15:21,450
而且今天呢

345
00:15:21,450 --> 00:15:25,899
标普纳指其实都是越来越接近200日均

346
00:15:25,899 --> 00:15:27,580
这是一个非常重要的

347
00:15:27,580 --> 00:15:31,320
中长期的一个走势的分水岭

348
00:15:31,320 --> 00:15:33,860
这个也就是我们上个星期谈到的

349
00:15:33,860 --> 00:15:36,019
月接近6600点

350
00:15:36,019 --> 00:15:39,860
那么就是做指数的朋友第一个能进场的位置

351
00:15:39,860 --> 00:15:44,559
那么看来今天确实有很多资金已经是选择进场

352
00:15:44,559 --> 00:15:46,419
因为今天的成交量并不低啊

353
00:15:46,419 --> 00:15:47,299
今天是星期一

354
00:15:47,299 --> 00:15:49,350
这是一个比较大的成交量

355
00:15:49,889 --> 00:15:51,730
但是啊我们一旦说到

356
00:15:51,730 --> 00:15:54,850
但是啊就知道要谈到风险了

357
00:15:54,850 --> 00:15:57,129
风险其实上个星期也讲过

358
00:15:57,129 --> 00:15:59,649
风险和机遇共存

359
00:15:59,649 --> 00:16:04,019
尽管这个低点是近几个月来的最低点

360
00:16:04,019 --> 00:16:09,629
但能不能确定一定肯定确定就是底部了呢

361
00:16:09,629 --> 00:16:12,389
现在确定不了理由

362
00:16:12,389 --> 00:16:14,230
上面我已经讲过了

363
00:16:14,230 --> 00:16:18,470
战争的时间是非常不可控的

364
00:16:18,470 --> 00:16:22,769
除非我们看到双方都发出了实质性的缓和

365
00:16:22,769 --> 00:16:23,860
战争的声明

366
00:16:23,860 --> 00:16:24,179
呃

367
00:16:24,179 --> 00:16:25,799
至少目前咱们没有看到

368
00:16:25,799 --> 00:16:28,419
伊朗和以色列有相关的声明对吧

369
00:16:28,419 --> 00:16:31,460
而且霍尔木兹海峡也没有重新开放

370
00:16:31,460 --> 00:16:35,379
所以呢这就是我们说第一条腿已经出现

371
00:16:35,379 --> 00:16:36,960
而且技术性占优

372
00:16:36,960 --> 00:16:40,490
有明确的止跌形态的情况下

373
00:16:40,490 --> 00:16:44,330
那么现在肯定是风险呢暂时已经化解了一些

374
00:16:44,330 --> 00:16:48,269
只要后面没有继续更加糟糕的推波助澜

375
00:16:48,269 --> 00:16:52,110
把局势往这个风险高的地方去去推动

376
00:16:52,110 --> 00:16:54,440
那他可能就能暂时稳住啊

377
00:16:54,440 --> 00:16:57,519
但是我们说刚才的盘后的情况也跟大家讲了

378
00:16:57,519 --> 00:17:01,370
那新闻发布会给了大爷加一个呃不确定的东西

379
00:17:01,370 --> 00:17:02,529
就是更加不确定了

380
00:17:02,529 --> 00:17:03,169
什么时候结束

381
00:17:03,169 --> 00:17:04,390
你猜猜看对吧

382
00:17:04,390 --> 00:17:06,240
你猜你猜你也猜不着

383
00:17:06,240 --> 00:17:07,079
猜不着呢

384
00:17:07,079 --> 00:17:08,039
市场就有所反应

385
00:17:08,039 --> 00:17:11,909
指数期货已经开始有一点点的小幅的回撤

386
00:17:11,909 --> 00:17:13,949
但这种情况怎么办

387
00:17:13,949 --> 00:17:18,749
咱们作为投资者最好的就是什么都不办啊

388
00:17:18,749 --> 00:17:20,469
作为当你作为指数投资者

389
00:17:20,469 --> 00:17:21,548
你可以办一办对吧

390
00:17:21,548 --> 00:17:22,148
6700点

391
00:17:22,148 --> 00:17:24,528
这个附近是你一个近期几个月以来的

392
00:17:24,528 --> 00:17:26,490
相对比较不错的一个买点

393
00:17:26,490 --> 00:17:28,970
但是如果跌穿了啊

394
00:17:28,970 --> 00:17:30,430
我们对于呃

395
00:17:30,430 --> 00:17:33,470
之前上个星期也讲过我的一些看法啊

396
00:17:33,470 --> 00:17:38,069
呃因为原油价格对经济的影响就是高价

397
00:17:38,069 --> 00:17:40,109
持续的时间越长

398
00:17:40,109 --> 00:17:41,150
影响越大

399
00:17:41,150 --> 00:17:44,559
那么它对于标普EPS的影响也会越大

400
00:17:44,559 --> 00:17:48,640
今天呢才进入战争的第二个星期啊

401
00:17:48,640 --> 00:17:53,299
咱们呢看一看4月份之前是不是有机会重开

402
00:17:53,299 --> 00:17:54,460
霍尔木兹海峡

403
00:17:54,460 --> 00:17:57,579
只要原油能尽早的运出来

404
00:17:57,579 --> 00:17:59,400
那么油价回落

405
00:17:59,400 --> 00:18:02,000
标普在6600点附近

406
00:18:02,000 --> 00:18:06,359
形成阶段底部的概率就更高啊

407
00:18:06,359 --> 00:18:08,220
就只能说概率就更高

408
00:18:08,220 --> 00:18:10,909
至于点位的看法没有变化

409
00:18:10,909 --> 00:18:13,888
6600点守不住下个位置

410
00:18:13,888 --> 00:18:18,509
比较悲观的看法是6140点下方啊

411
00:18:18,509 --> 00:18:21,440
悲观的看法是6140点下方

412
00:18:21,440 --> 00:18:25,190
那么乐观的看法呢是一切结束了

413
00:18:25,190 --> 00:18:26,990
战争也停下来了啊

414
00:18:26,990 --> 00:18:30,069
然后大幅上行形成一个V型

415
00:18:30,069 --> 00:18:31,609
更大的V型反转

416
00:18:31,609 --> 00:18:33,569
突破6980点

417
00:18:33,569 --> 00:18:37,309
那么标普就可以更好地朝着东南方向啊

418
00:18:37,309 --> 00:18:39,480
东北方向不能东南方向

419
00:18:39,480 --> 00:18:41,779
朝着东北方向去努力

420
00:18:41,779 --> 00:18:43,220
然后创新高

421
00:18:43,220 --> 00:18:47,409
然后继续的开始走下一个上涨结构

422
00:18:47,729 --> 00:18:50,749
至于短期你要问我个股怎么办

423
00:18:50,749 --> 00:18:51,949
怎么看啊

424
00:18:51,949 --> 00:18:52,788
那不好意思

425
00:18:52,788 --> 00:18:54,980
确实个股呢猴市啊

426
00:18:54,980 --> 00:18:57,380
短线涨跌难以判断啊

427
00:18:57,380 --> 00:18:59,420
以总统的推文为准啊

428
00:18:59,420 --> 00:19:00,859
咱们也无需判断对吧

429
00:19:00,859 --> 00:19:02,429
因为你不可能比他更快嘛

430
00:19:02,429 --> 00:19:05,859
所以呢总的来讲就是多看少动

431
00:19:05,859 --> 00:19:06,819
想参与的

432
00:19:06,819 --> 00:19:08,180
比方说有一些个股

433
00:19:08,180 --> 00:19:12,049
到了一些大家认为之前你认为很好的位置的

434
00:19:12,049 --> 00:19:13,730
你可以有限度的去参与

435
00:19:13,730 --> 00:19:15,369
但是一旦破位

436
00:19:15,369 --> 00:19:17,049
比方说标普往下走了

437
00:19:17,049 --> 00:19:18,009
你要知道啊

438
00:19:18,009 --> 00:19:20,700
整个的市场呢都在往外扔的时候

439
00:19:20,700 --> 00:19:22,700
你做好风险防控就行了啊

440
00:19:22,700 --> 00:19:26,099
并不是说你买了个位置就一定要死守住了

441
00:19:26,099 --> 00:19:26,859
你可以买

442
00:19:26,859 --> 00:19:27,900
你也可以卖嘛啊

443
00:19:27,900 --> 00:19:30,369
所以呢个股方面啊没有什么可多说的

444
00:19:30,369 --> 00:19:32,759
因为位置上基本上没什么变化啊

445
00:19:32,759 --> 00:19:33,559
一个低开

446
00:19:33,559 --> 00:19:34,640
然后又涨上去

447
00:19:34,640 --> 00:19:36,480
然后还是在原地踏步

448
00:19:36,480 --> 00:19:40,039
所以我们现在呢都看消息吧啊还是那句话

449
00:19:40,039 --> 00:19:41,039
多看少动啊

450
00:19:41,039 --> 00:19:43,000
就是我个人也是这么去做的

451
00:19:43,000 --> 00:19:44,079
多看少动啊

452
00:19:44,079 --> 00:19:46,680
尽量呢跟大家多跟一些宏观啊

453
00:19:46,680 --> 00:19:50,119
最近除非出现一些极端的一些个股的

454
00:19:50,119 --> 00:19:51,380
比方说突破行情啊

455
00:19:51,380 --> 00:19:52,779
或者是跌破行情啊

456
00:19:52,779 --> 00:19:54,599
特别是大的权重股这些啊

457
00:19:54,599 --> 00:19:55,920
会跟大家做一下跟踪啊

458
00:19:55,920 --> 00:19:58,019
要是没有发生大的变化的

459
00:19:58,019 --> 00:20:01,859
咱们就呃尽量的个股方面就会少聊一些

460
00:20:01,859 --> 00:20:03,279
好吧好

461
00:20:03,279 --> 00:20:05,819
这个呢就是咱们今天节目的全部内容啊

462
00:20:05,819 --> 00:20:08,099
如果你觉得我的节目对你有所帮助啊

463
00:20:08,099 --> 00:20:11,079
希望大家还是能够多多的帮忙点赞评论转发

464
00:20:11,079 --> 00:20:11,880
谢谢大家啊

465
00:20:11,880 --> 00:20:12,839
那我们今天到这

466
00:20:12,839 --> 00:20:16,160
明天同一时间不见不散

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