d*e
2 楼
如果已经报道出来,是不是可以理解为MM要考虑出货了?
g*l
6 楼
没出现大的拉升,应该还在建仓阶段
w*o
7 楼
68%的仓位应该还好,啥时候到了90%仓位(就像A股在2007.10和2009.07那样)
就要跑路了,上文里面有三段值得Highlight一下
1)Mutual funds, pensions and endowments are spending more on stocks than at any time since the start of the bull market, just as individuals grow the most pessimistic in a year.
2)The last time money managers and individuals were this far apart was in March 2009, before the Standard & Poor’s 500 Index began its 63 percent rally, according to data compiled by Bloomberg.
3)“It’s been the individual investor that’s been a good
【在 d******e 的大作中提到】
: 如果已经报道出来,是不是可以理解为MM要考虑出货了?
就要跑路了,上文里面有三段值得Highlight一下
1)Mutual funds, pensions and endowments are spending more on stocks than at any time since the start of the bull market, just as individuals grow the most pessimistic in a year.
2)The last time money managers and individuals were this far apart was in March 2009, before the Standard & Poor’s 500 Index began its 63 percent rally, according to data compiled by Bloomberg.
3)“It’s been the individual investor that’s been a good
【在 d******e 的大作中提到】
: 如果已经报道出来,是不是可以理解为MM要考虑出货了?
d*e
8 楼
我所能想象的走势是到八九月份,现在是在看大家怎么看未来大盘。
r*m
10 楼
死捂(死不认输)虽然笨, 却能保你不被两面抽,亏了钱还被人笑。
捂帮万岁!
at
【在 w*******o 的大作中提到】
: 68%的仓位应该还好,啥时候到了90%仓位(就像A股在2007.10和2009.07那样)
: 就要跑路了,上文里面有三段值得Highlight一下
: 1)Mutual funds, pensions and endowments are spending more on stocks than at any time since the start of the bull market, just as individuals grow the most pessimistic in a year.
: 2)The last time money managers and individuals were this far apart was in March 2009, before the Standard & Poor’s 500 Index began its 63 percent rally, according to data compiled by Bloomberg.
: 3)“It’s been the individual investor that’s been a good
捂帮万岁!
at
【在 w*******o 的大作中提到】
: 68%的仓位应该还好,啥时候到了90%仓位(就像A股在2007.10和2009.07那样)
: 就要跑路了,上文里面有三段值得Highlight一下
: 1)Mutual funds, pensions and endowments are spending more on stocks than at any time since the start of the bull market, just as individuals grow the most pessimistic in a year.
: 2)The last time money managers and individuals were this far apart was in March 2009, before the Standard & Poor’s 500 Index began its 63 percent rally, according to data compiled by Bloomberg.
: 3)“It’s been the individual investor that’s been a good
g*l
12 楼
7月初大底的时候,很多股票跌出12个月最低价格,很多机构也被迫割肉了,LZ说的是
四月分,建仓没有那么快,现在应该是放心大胆地持有,看看能冲多高。
四月分,建仓没有那么快,现在应该是放心大胆地持有,看看能冲多高。
w*o
14 楼
有买必有卖,除了小散(Individuals),我觉得过去几个月肯定也有很多机构在卖,
卖的可能是Hedge fund这些自认为Smart Money的(Mutual,Pension这些
一般被认为是Dumb Money),Smart Money是笑到最后还是"聪明反被聪明误",
就等着看好戏了
卖的可能是Hedge fund这些自认为Smart Money的(Mutual,Pension这些
一般被认为是Dumb Money),Smart Money是笑到最后还是"聪明反被聪明误",
就等着看好戏了
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