川普推特 - 股票

By Quintina
at 2020-03-17T07:48
at 2020-03-17T07:48
Table of Contents
說Chinese Virus可以救股市麼? - No
說Chinese Virus可以救經濟麼? - No
說Chinese Virus能打敗中國麼? - No
說Chinese Virus能自爽麼?- Yes
所以看到Chinese Virus、Wuhan Virus就在高潮的人,到底在想什麼?
現在美股在20000點左右徘徊,顯然是背后有勢力在奮力支撐。
2017年1月20日川普上任道指點數19827,跌破20000點很快就能跌穿川普的心理防線。
那美股還會跌麼?大概率會,因為打擊是雙重的:
1) 沙特和俄羅斯打石油戰是心照不宣給美國使壞,借機撈取政治利益。沙特和俄羅斯經
濟都不好,光腳的不怕穿鞋的,讓川普連任經濟也不會回升,還不如這次梭哈一把爭取
更大的政治利益。俄羅斯2019年10月份剛宣布巴熱諾夫(Bazhenov)地層(J3)發現頁
巖油,可采儲量高達美國二疊紀盆地的數倍,,生產盈虧平衡成本將達到每噸8500盧布
(相當于18美元/桶)。沙特本來成本就不高,兩家都有槍能打價格戰。而美國頁巖油開
采運輸成本在50美元/桶左右。
2) 新冠肺炎疫情影響是長期的。對美國經濟最大的影響是由“供給沖擊”導致的“需求”
沖擊。由于美國國內疫情控制不力,導致大多數人對疫情結束不可預期而沖擊了對經濟
最基本的信心,不是靠短期技術操作能解決。
現在救美國的只有中國,原因有四:
1) 中國疫情結束可以開足產能,產能恢復才能緩解供給沖擊。
2) 中國開足產能生產醫療物資才能夠有效支援全球的抗疫戰。
3) 中國和俄羅斯、沙特關系都不錯,有居中調停的可能。
4) 結束和中國的貿易戰是對美國、乃至全球經濟最大的利好。
有人肯定會噓中國輸出病毒、中國隱瞞疫情、復工復產會二次引爆。
問題是酸這些有用麼?沒鳥用啊。現在川普最大的問題就是維持住20000點這個關口,如
果跌到20000點一下,你認為美國總統寶座和貿易戰哪個更重要?
這篇在本版會被噓爆,沒事,三個月以后我們可以再來看看。
※ 引述《Axwell (Axwell)》之銘言:
: The United States will be powerfully supporting those industries, like Airline
: s and others, that are particularly affected by the Chinese Virus. We will be
: stronger than ever before!
: https://twitter.com/realdonaldtrump/status/1239685852093169664?s=21
: 川普生氣到直接正命「中國病毒」XDDDD
: 下面有人罵他種族歧視
: QQ
--
說Chinese Virus可以救經濟麼? - No
說Chinese Virus能打敗中國麼? - No
說Chinese Virus能自爽麼?- Yes
所以看到Chinese Virus、Wuhan Virus就在高潮的人,到底在想什麼?
現在美股在20000點左右徘徊,顯然是背后有勢力在奮力支撐。
2017年1月20日川普上任道指點數19827,跌破20000點很快就能跌穿川普的心理防線。
那美股還會跌麼?大概率會,因為打擊是雙重的:
1) 沙特和俄羅斯打石油戰是心照不宣給美國使壞,借機撈取政治利益。沙特和俄羅斯經
濟都不好,光腳的不怕穿鞋的,讓川普連任經濟也不會回升,還不如這次梭哈一把爭取
更大的政治利益。俄羅斯2019年10月份剛宣布巴熱諾夫(Bazhenov)地層(J3)發現頁
巖油,可采儲量高達美國二疊紀盆地的數倍,,生產盈虧平衡成本將達到每噸8500盧布
(相當于18美元/桶)。沙特本來成本就不高,兩家都有槍能打價格戰。而美國頁巖油開
采運輸成本在50美元/桶左右。
2) 新冠肺炎疫情影響是長期的。對美國經濟最大的影響是由“供給沖擊”導致的“需求”
沖擊。由于美國國內疫情控制不力,導致大多數人對疫情結束不可預期而沖擊了對經濟
最基本的信心,不是靠短期技術操作能解決。
現在救美國的只有中國,原因有四:
1) 中國疫情結束可以開足產能,產能恢復才能緩解供給沖擊。
2) 中國開足產能生產醫療物資才能夠有效支援全球的抗疫戰。
3) 中國和俄羅斯、沙特關系都不錯,有居中調停的可能。
4) 結束和中國的貿易戰是對美國、乃至全球經濟最大的利好。
有人肯定會噓中國輸出病毒、中國隱瞞疫情、復工復產會二次引爆。
問題是酸這些有用麼?沒鳥用啊。現在川普最大的問題就是維持住20000點這個關口,如
果跌到20000點一下,你認為美國總統寶座和貿易戰哪個更重要?
這篇在本版會被噓爆,沒事,三個月以后我們可以再來看看。
※ 引述《Axwell (Axwell)》之銘言:
: The United States will be powerfully supporting those industries, like Airline
: s and others, that are particularly affected by the Chinese Virus. We will be
: stronger than ever before!
: https://twitter.com/realdonaldtrump/status/1239685852093169664?s=21
: 川普生氣到直接正命「中國病毒」XDDDD
: 下面有人罵他種族歧視
--
Tags:
股票
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