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美联储的3月份的会议决议来了
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美联储维持联邦基金目标利
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00:00:06,870 --> 00:00:10,189
率区间在3.5到3.75不变
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符合预期的
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这个市场应该说是充分交易
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不降息的预期了不动
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本阵图呢是显示26年仅仅是降息一次呃
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这个是更加保守了
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凸显美联储在多重风险之下的谨慎的态度
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观望的态度
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如果是从经济预测来看呢
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是上调的GDP的增速的
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26年是2.4
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27年是2.3
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28年是2.1啊
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这个应该说还是上调了一点点
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通胀呢
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如果是26年的PC1
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核心PC1通胀预期终值是2.7
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27年是2.2
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28年是2.0
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如果是26年的PC12.7
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27年呢是2.2
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28年是2.0
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应该也是上调的
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那美联储的决议出来之后呢
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美股美债黄金三杀
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更为重要的是
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昨天晚上原油价格是暴涨
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原油价格呢是因为众所周知的原因啊
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去到多少呢
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是11.40分
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是105.92
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布油美元兑离岸人民币6.9
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美元指数100.01
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美股是三大指数齐刷刷的暴跌呃
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大指指标普跌超1%
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点三到1.6之间
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金融指数也是暴跌2%
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日本暴跌2.47%
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韩国是暴跌1.15%
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恒指暴跌1.7%
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恒生科技暴跌1.6%
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A股还好啦
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哎下跌0.953%18个点
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上午盘有一个特点啊
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4698家待涨也比较极限了
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应该稳市了
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稳定市场了
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要保护散户了
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上午盘呢机构买进78亿
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散户卖出104啊
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市场的信心是不足的
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我比较担忧的是微盘股跌2%
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我比较担忧的中证2000跌1.56%
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这些都是散户比较喜欢的
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我比较担心的呢是某证五零收1345点
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跌1.69%
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跌了这么多
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还有54倍的PE啊
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微盘股跌了这么多
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还有-70倍的PER中证2000跌了这么多
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还有161
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科创五零跌了这么多
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还有168倍的PE
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美联储不降息
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这个是预期之中
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油价的暴涨或者是不受控
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它是会对全球股市受影响
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对通胀是有助推的作用
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对股票市场
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对债券市场都是利空
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那我们在这样的一个环境底下呢
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其实我从2026年1月14号的中午
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就提出来
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或者是从2026年年初就非常明显的提出来
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其实有三个高点啦
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中A股了
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第一个高点呢
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是在26年的1月14日提出来啊
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这个是3.99万亿为标志
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市场要从进攻变成防御了
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从2026年的1月29日提出来
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美股就见顶了
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贵金属要举证了
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从2026年的3月3号提提出来啊
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油价到119不油
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这个地方就要震荡了
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油价的暴涨会使到全球股市都会受压
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那么A股三个高点是要小心一些啊
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这个地方三个高点开始
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就要从进攻变成防御这么一个过程
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特别特别担心散户朋友手中的股票
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像微盘股
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中证2000
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像科创五零
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像这个某证五零等
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其中的高估的过度高估的股票
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而且从3月份以来呢
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待涨的加速是远远的超过上涨加速的
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其实就是一个调整或者是一个下跌了
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而且我觉得还是一个反弹呃
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就算稳定市场也算是也是一个反弹
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而且呢稳定市场也不是稳定散户手中的股票
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所以一定要注意要从进攻变成防御
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要去杠杆
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要还钱
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要回去上班
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不要辞职
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不要退学
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美联储的这样的一个不降息啊
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我们要更加从进攻变成防御
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过于激进的行为都不合适
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要保守一些
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要稳健一些
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过度的杠杆是不对的
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不合适的
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投资人呢要保护自己
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只有自己才能保护自己
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再见