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来真的了来真的了来真的啦
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一切看由ICE布游98.三八十九.14分
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这速度直线下跌
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跌10.5%
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纽约原油8989.81
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是跌12.25%
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这速度这叫跳水啊
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美指97.73也在跳
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美债30年掉5.99个屁屁也在跳
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一切都在跳
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这个当然讲的是布油
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美指美债收益率都在跳
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有戏了有戏了
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纳指在涨1.61
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当然也不要追高了是吧
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在短期内肯定要涨一涨的咯
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但是总体肯定是高位的咯
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00:00:46,289 --> 00:00:49,899
但起码短期的因素以后就转为基本面了
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这个因素缓解了之后
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就要看回归基本面了
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这个扰动就告一段落
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就要看液体基本面的情况
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经济增长的情况
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货币政策的情况
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财政政策的情况
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通胀的情况就要回归这些因素了
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就从交易油价改成交易基本面
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那我觉得新的因素一个新的视角从一切看
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由要转为一切看基本面
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那我们一个新的视角就来了
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还要看出口
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我们一季度15%的增长
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这个不得了
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香港15.9是创5年以来的新高了
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香港恢复了这个股市是第一大
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全球第一大IPO楼市也是兴旺
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香港率先恢复
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香港是风向标
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港股啊应该说还是不得了
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因为是最灵敏的
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就是香港
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为什么我说要看恒生指数
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要看恒科
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它是一个自由经济
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他是一个南下基金
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本地基金
47
00:02:01,829 --> 00:02:05,750
还有外资三股力量共同作用的结果
48
00:02:05,750 --> 00:02:08,139
它既看国内的因素
49
00:02:08,139 --> 00:02:10,459
也看海外的因素
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也看外资
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你看这个多多全面啊
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也看中东的加办
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原来都跑新加坡
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现在都跑
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喜欢跑香港还是香港好
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那些不听劝的
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很多去去新加坡的
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不听我的意见
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跑到新加坡去
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现在不是灰溜溜又回来了吗
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结果折腾了一大圈
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上屋搬下屋不见几锣鼓
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鼓哈哈
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更不要说香港搬到新加坡
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又搬回香港
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你说折腾了之后多少锣鼓啊
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哈哈哈哼哼折腾一大圈是吧
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为什么要回来
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那边东西没东西买是吧
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而且那边买来买去不就是新加坡和周边吗是吧
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00:02:55,719 --> 00:02:57,199
那里有多少GDP
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没有多少GDP
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但你买香港得了
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香港加A加H加中概股
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加上外资
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加上全球的数得出来的外资机构都跑香港
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你还跑新加坡
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当然新加坡也不错是吧
79
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但是跟香港没法竞争了是吧
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00:03:14,469 --> 00:03:16,829
他没东西可买是吧
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关键你买不到啥东西
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在新加坡
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当然新加坡也不错是吧
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它主要是以货币交易周边国家的货币交易
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00:03:25,759 --> 00:03:30,530
我们香港那还得了人民币离岸中心是吧
86
00:03:30,530 --> 00:03:31,849
国际金融中心
87
00:03:31,849 --> 00:03:33,289
还有黄金储备
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还有港股
89
00:03:34,930 --> 00:03:37,069
还有大湾区
90
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香港跟深圳一联手
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这个还得了
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我早就提议港深联手全球无敌
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因为既有啊香港的国际化经验
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又有深圳的高科技
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00:03:51,319 --> 00:03:54,520
又有港深深度合作
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那还得了是吧
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这个肯定是赢过新加坡的了是吧
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都简直是不是一个量级是吧
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因为新加坡你没法跟深圳合作了是吧
100
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香港跟深圳跟大湾区一联手还得了吗是吧
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我们多少个分钟就到香港了是吧
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新加坡你还飞半天
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飞不到
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但新加坡也不错是吧
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但是还是香港好
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这是我这个小书给大家在分享的内容
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大家只不过拿书的百万分之一了
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再见