StockTalkWithJay

1.6K posts

StockTalkWithJay

@stocktalkjay

美股/加密币

Vancouver Katılım Eylül 2021

10 Takip Edilen4.6K Takipçiler

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StockTalkWithJay@stocktalkjay·10 Mar

3个终极交易原则：第一控制人性贪婪恐惧 FOMO 第二反人性交易别人：恐慌 → 买入贪婪 → 卖出第三风险管理不爆仓才有未来。

中文

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StockTalkWithJay@stocktalkjay·6h

7强年初至今跑输标普，周五蒸发3300亿市值。

Yahoo Finance@YahooFinance

The Magnificent Seven stocks posted a loss of over $330 billion on Friday. 🫠 yhoo.it/4s9UECA

中文

1.6K

StockTalkWithJay retweetledi

HFI Research@HFI_Research·17h

Strait of Hormuz over the last 24 hours. Source: @MarineTraffic

English

143

25.4K

StockTalkWithJay@stocktalkjay·6h

标普500IT科技股指数跌到7年最低点对比标普500指数 - 彭博数据。

The Kobeissi Letter@KobeissiLetter

US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts on record. In other words, tech stocks are the cheapest relative to the broader market in 7 years. By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak. Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017. Is it time to buy tech?

中文

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StockTalkWithJay@stocktalkjay·23h

标普500指数，在中期选举年平均最大跌幅为16.1%, 中位数15.6%. 1950-2022 系列。

Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi

The median midterm year drawdown is 15.6% .. S&P 500 1950-2022

中文

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StockTalkWithJay@stocktalkjay·1d

牛股总是出现在意想不到的地方。过去一年5元店偷偷涨的不错。美国通胀问题严峻，美联储5年还未达到2%通胀目标。

中文

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StockTalkWithJay@stocktalkjay·1d

Tom Lee 今年一月做过的大盘推测暂时进一步的实现。接下来的问题就是实际这一波的回落幅度 + 年底能否真的更加出色。

中文

4.2K

StockTalkWithJay@stocktalkjay·1d

今天尾盘未平衡单整体流出。市场继续观察中东战事，不确定性的增加让投资者举棋不定，尾盘并未出现积极的流入。市场信心动摇，恐慌贪婪指数接近各位数字。周一会迎来美联储主席鲍威尔讨论会演讲，周二是JPM Collar roll。今天贵金属走强，黄金反弹。周末，市场继续等待美国伊朗的更新。

中文

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StockTalkWithJay@stocktalkjay·1d

恐慌贪婪指数接近各位数。

中文

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StockTalkWithJay@stocktalkjay·1d

今天直播中提到的关注，如果有30天停火的话 + 海峡顺行可以帮助缓解股市压力。

中文

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StockTalkWithJay@stocktalkjay·1d

美国国务卿卢比奥今天告诉七国集团外长，与伊朗的战争将再持续2-4周 - Axios

中文

StockTalkWithJay@stocktalkjay·2d

调解人：伊朗并未要求暂停对能源设施的袭击 - WSJ

中文

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StockTalkWithJay@stocktalkjay·2d

ZXX

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StockTalkWithJay@stocktalkjay·2d

【突发】川普：将能源工厂拆除计划暂停10天，至2026年4月6日星期一。

中文

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StockTalkWithJay retweetledi

The Kobeissi Letter@KobeissiLetter·2d

BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US. "If this was some great 'present' you’d think both sides would want it known for their own reasons," Bloomberg says.