nozt3e
2023.05.27 01:26

$恆生指數.HK 美股轉升,債息升穿 3.8%,加息也升温,華爾街區段操作,3.1-3.4 萬點搵食,飽矣!債談,最終會解決,在於削減支出,一旦協議達成,高利率下發債,將會誘發資金流向美債,大户收債息好過炒股?、矛盾?美債又話不安全,誰買?美國囉!阿根廷美元儲備見底,所以要用人民幣支付囉,俄羅斯禁用美元,今時持有大量盧比,怎用?同印度加大貿易!巴西、東盟、中東部份也不以美元交易,因此也不用發美債,不會被美國割韭菜,美元流通全球的優勢下降,這是一個趨勢!可樂、麥當勞已失去俄羅斯的市場,美元失去的市場可能更快!高通脹,低增長,美股高位,如何解讀?迷思!

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

Like