美股频道 Stock USA
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Channel Posts
| 2 | 目前看Trump的消息总的还是有利于美股，有利于美国经济的。不过科技股今年要注意一些，有的估值过高了。 | 2 246 |
| 3 | 您最近会考虑买入消费股和金融股吗？ | 2 585 |
| 4 | 目前一段时间的主题是消费股和金融股，主打美国经济稳健增长。 | 2 238 |
| 5 | 虽然台海目前看来风平浪静，但是半导体板块要跌还是有理由跌，目前看大家对半导体行业的风险还是很谨慎的。 | 2 205 |
| 6 | 很好，一月没打台湾，目前看来天下太平。 | 2 132 |
| 7 | 祝大家春节快乐！ | 2 329 |
| 8 | 新年快乐！ | 2 092 |
| 9 | 对Trump而言，打台湾不是坏事。刚好极大的有利于其把供应链搬回美国。 | 2 997 |
| 10 | 美国人也预测2025年打台湾。看现在这个情况Trump上台后要忙着军队DEI政策清洗，难说不会给中国可乘之机。
https://www.rfi.fr/cn/中国/20230128-美国空军上将米尼汉预测美中有在2025年交战风险 | 2 693 |
| 11 | 还有一个月，看看德国人的预测准不准
https://www.dw.com/zh/德语媒体北京可能在2025年1月的月圆之夜攻台/a-65670936 | 2 754 |
| 12 | 您觉得2025年哪些地方会爆发新的战争？ | 1 653 |
| 13 | 我最近也参加了不少策略会，一个共识是，2025年其实最大的风险不是通胀，不是失业率继续上升，而是打仗。从通胀到失业率到关税到Trump经济政策都已经被讨论烂了，也没啥新的东西。但是打仗就不好说了。 | 1 540 |
| 14 | 2025年的预测就要难多了，因为历史上失业率上来后经济的预测就会变得很难。更不要说Trump的政策多变了。2025年我现在无法预测，我觉得2025年最重要的就是Trump上台后100天怎么走。 | 1 554 |
| 15 | 综合去年底今年初的预测，2024真是充满套路的一年，没啥太大的惊喜。 | 1 538 |
| 16 | 综合去年底今年初的预测，2024真是充满套路的一年。 | 1 |
| 17 | 比特币也的确到了十万美元，大家年初的投票结果还是很准的。 | 1 536 |
| 18 | 策略方面，Buy the Dip今年简直堪称完美策略！降息比预期晚了一个季度。失业率也的确上升。基本上年初的预测都对。 | 1 493 |
| 19 | 今年复盘其实挺简单的：
一季度本来打算降息了，但是通胀意外上涨，降息延迟。接下来，美联储打算再观察一段时间，三季度开始降息。然后就是大选，共和党和Trump赢得彻底，而且很多人觉得其政策观点对商界友好。 | 1 433 |
| 20 | 回看2023年年底预测，大致上还准。 | 1 385 |
