联储失去了耐心？-读者评论-经济通中国站

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联储失去了耐心？

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绿豆2021-06-29 20:42:492021年6月16日，对于资本市场是重要的一天。联储公开市场委员会公布了政策利率的前瞻性指引，俗称点阵图
[回复]
绿豆2021-06-29 20:48:21近5个交易日A股涨幅前20只股票
国科微 54.89%
启迪设计 48.90%
安利股份 47.85%
道氏技术 46.80%
富满电子 43.21%
拓日新能 43.15%
华自科技 41.49%
众兴菌业 40.82%
金晶科技 39.14%
华鹏飞 37.30%
森特股份 36.85%
康盛股份 35.66%
神思电子 32.86%
广誉远 32.14%
佳沃股份 31.84%
裕兴股份 31.42%
三孚股份 31.34%
康强电子 30.55%
吉宏股份 30.25%
嘉寓股份 30.21%[回复]
绿豆2021-06-29 20:53:11广州连续10天无新增！本轮疫情所有危重症和重症患者清零

台湾新增本土确诊病例54例，新增3例死亡

台湾打AZ疫苗死14例[回复]
绿豆2021-06-29 20:56:34改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-06-29 22:03:10April 23, 2020: President Trump suggests checking whether the ingestion of disinfectants could help treat the coronavirus.
At the daily Coronavirus Task Force Press Briefing, President Trump discusses injecting disinfectants into the body: [回复]
绿豆2021-06-30 00:08:05新冠变异病毒Delta 主要国家情况
[回复]
绿豆2021-06-30 00:50:03疫情
陶博：中国经济已经摆脱了疫情所带来的冲击，而且这是世界大经济体中唯一不需要庞大财政刺激和货币扩张达成的经济增长，增长质量比较高。与美欧日的国家支援不同，中国在这轮疫情中政府投入有限[回复]
绿豆2021-06-30 01:10:42拜登：美国人有权利喝上清洁的水，基础设施建设

President Biden @POTUS 1 day ago
Every American deserves access to clean drinking water — and the Bipartisan Infrastructure Framework will make that a reality by eliminating the nation’s lead service lines and pipes.

It’s the largest investment in clean drinking water infrastructure in our history.[回复]
绿豆2021-06-30 11:53:28保安刘大锤
2021-06-30 10:32:01
收二手手机最赚钱的是里面的芯片。
老苹果
2021-06-30 10:21:48
芯片拆掉，恐怕大部分不能用了吧，另外安装恐怕也是问题啊

哈哈哈！！！
买A股半导体股票最赚钱啊！
这货MOLAMOLA231，反向指标！
A股半导体指数创新高
[回复]
绿豆2021-06-30 21:26:31近5个交易日A股涨幅前20只股票
富满电子 59.56%
华鹏飞 54.98%
康盛股份 51.67%
道氏技术 47.79%
启迪设计 44.48%
哈森股份 43.75%
中来股份 43.72%
神思电子 42.02%
熙菱信息 39.30%
健民集团 36.15%
安利股份 34.61%
彩讯股份 34.35%
一品红 33.24%
康强电子 33.17%
裕兴股份 33.14%
科力尔 32.50%
三孚股份 31.97%
金晶科技 30.21%
金辰股份 29.12%
东华测试 27.84%[回复]
绿豆2021-06-30 21:31:26台湾新增本土确诊病例55例，新增5例死亡

目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-06-30 21:40:10台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-06-30 22:57:396月收官
2005年至今，上证指数月收益率热图
[回复]
绿豆2021-07-01 00:16:07上半年A股行业涨跌幅
涨幅前三：电气设备 24.50；钢铁 23.99；化工 20.91
跌幅前三：家用电器 -15.44；非银金融 -14.74；国防军工 -9.699
[回复]
绿豆2021-07-01 00:51:01美国新冠确诊病例上升
According to an ABC News survey of state COVID dashboard data, upticks in COVID-19 infections are becoming increasingly apparent in some parts of the country, particularly in areas of low vaccination. Alabama (57.7%), Arizona (16.7%), Missouri (41.4%), Nevada (43.3%), Utah (22.3%), Virginia (20%) have seen increases in coronavirus cases over the last two weeks.
Additionally, the city of Miami has seen a 60% week-on-week increase in cases per capita, and in the last week, it had a 27% test positivity. Only 30% of the city's adults are fully vaccinated, well below the state average of 45.7%.
绿豆2021-06-30 00:08:05
新冠变异病毒Delta 主要国家情况
[回复]
绿豆2021-07-01 01:29:24拜登：随着新冠变异病毒的蔓延，更多的美国人将死去
CNBC：Biden says more Americans will die as delta variant spreads: ‘You know it’s going to happen’
President Joe Biden said Thursday that Covid deaths in the 美国 will continue to rise due to the spread of the “dangerous” delta variant, calling it a “serious concern.”
绿豆2021-07-01 00:51:01
美国新冠确诊病例上升 According to an ABC News survey of state COVID dashboard data, upticks in COVID-19 infections are becoming increasingly apparent in some parts of the country, particularly in areas of low vaccination. Alabama (57.7%), Arizona (16.7%), Missouri (41.4%), Nevada (43.3%), Utah (22.3%), Virginia (20%) have seen increases in coronavirus cases over the last two weeks. Additionally, the city of Miami has seen a 60% week-on-week increase in cases per capita, and in the last week, it had a 27% test positivity. Only 30% of the city's adults are fully vaccinated, well below the state average of 45.7%.
绿豆2021-06-30 00:08:05
新冠变异病毒Delta 主要国家情况
[回复]
绿豆2021-07-01 01:36:30巴菲特搭档芒格说，支持限制蚂蚁
Berkshire's Munger says China right to clip Ma's wings
(Reuters) -Berkshire Hathaway Inc Vice Chairman Charlie Munger praised China's move to impose a sweeping restructuring on Jack Ma’s Ant Group, the fintech giant whose record $37 billion IPO was derailed by regulators in November.
[回复]
绿豆2021-07-01 01:44:38美国学中国
The 97-year-old told CNBC in an interview alongside Berkshire CEO and billionaire investor Warren Buffett that the 美国 should take a leaf out of China's book and "step in preemptively to stop speculation".
绿豆2021-07-01 01:36:30
巴菲特搭档芒格说，支持限制蚂蚁 Berkshire's Munger says China right to clip Ma's wings (Reuters) -Berkshire Hathaway Inc Vice Chairman Charlie Munger praised China's move to impose a sweeping restructuring on Jack Ma’s Ant Group, the fintech giant whose record $37 billion IPO was derailed by regulators in November.
[回复]
绿豆2021-07-01 02:05:30芒格赞扬中国抗疫情
He also praised China's response to the novel coronavirus. China imposed strictly enforced lockdowns and widespread curbs on movement, measures that would be less acceptable to Americans.
"They simply shut down the country for six weeks. And that turned out to be exactly the right thing to do," Munger said.
Buffett said the pandemic had hurt smaller companies the most.
绿豆2021-07-01 01:36:30
巴菲特搭档芒格说，支持限制蚂蚁 Berkshire's Munger says China right to clip Ma's wings (Reuters) -Berkshire Hathaway Inc Vice Chairman Charlie Munger praised China's move to impose a sweeping restructuring on Jack Ma’s Ant Group, the fintech giant whose record $37 billion IPO was derailed by regulators in November.
[回复]
绿豆2021-07-01 02:37:477天吧，在不放弃寻找的努力下，共计找到16具尸体，仍有近150人下落不明
Surfside building collapse latest: Death toll rises to 16 as rescuers 'make headway'
"This is going to go on until we get everybody out of there," the mayor said.
[回复]
绿豆2021-07-01 10:55:02禁了澳洲大龙虾后，美国大龙虾

2020年第四季度，中国进口商对美国波士顿龙虾的采购量创下历史记录，11月和12月份的进口总量达到3,223吨，进口额约5,120万美元，甚至超过2018年贸易战之前的单月贸易体量。
美国国家海洋与大气管理局（NOAA）统计，2020年全年，中国从美国进口7,944吨龙虾，价值1.29亿美元，较2019年（2,853吨）翻了一倍有余。[回复]
绿豆2021-07-01 11:41:11印度版AZ疫苗未被欧盟认可

日赠台AZ疫苗未入世卫紧急使用清单
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-01 12:40:02上半年，A股主要指数涨跌幅
[回复]
绿豆2021-07-01 12:46:20涨幅最好：科创50和创业板
最差：中证50和中证100
绿豆2021-07-01 12:40:02
上半年，A股主要指数涨跌幅
[回复]
绿豆2021-07-01 13:14:033月9日至今，底部反弹，A股主要指数涨跌幅
最差：中证50和中证100
[回复]
绿豆2021-07-01 13:17:26中证50和中证100，在底部区域

上证指数会跌倒哪里？
绿豆2021-07-01 13:14:03
3月9日至今，底部反弹，A股主要指数涨跌幅最差：中证50和中证100
[回复]
绿豆2021-07-01 20:31:25近5个交易日A股涨幅前20只股票
神思电子 79.09%
熙菱信息 77.37%
哈森股份 55.65%
彩讯股份 53.64%
富满电子 50.59%
国科微 41.22%
广誉远 40.60%
华鹏飞 36.80%
科力尔 36.78%
陇神戎发 35.88%
石大胜华 35.13%
春光科技 34.90%
金辰股份 34.69%
中国一重 32.74%
康盛股份 32.26%
中来股份 31.98%
吉药控股 31.76%
健民集团 29.09%
新光药业 28.95%
圣邦股份 28.72%[回复]
绿豆2021-07-01 20:38:53拉姆斯菲尔德，坑子，把美国拖进泥坑里，伊拉克阿富汗战争
DAILY BEAST： Donald Rumsfeld, Killer of 400,000 People, Dies Peacefully
Do not mourn the defense secretary. Mourn his victims. There were nearly too many to tally, but his Pentagon refused to count anyway.
图图2021-07-01 10:28:21
拉姆斯菲尔德去世了。他曾说过只要他在就不让我D活过一百年。于是他践行诺言，昨晚去世了。美国还是有这样体面的保守主义政治家的。
[回复]
绿豆2021-07-01 20:48:31台湾新增本土确诊病例47例，新增13例死亡

台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-01 21:01:47老苹果
2021-07-01 20:48:16
在资讯爆炸的时代，不断降低的资讯壁垒正稀释着人与人之间的粘性，由此产生的精神生活贫瘠和空洞让人更乐意被信息裹挟。我们都认可，投资是认知的变现，按期货市场的收益分布特征，90%认知是错的，那么不难理解为什么优秀交易员更倾向于隐居式生活，放弃对高频信息的追逐，甚至主动过滤。

哈哈哈！！！
隐居式生活？？？
大佬詹姆斯西蒙斯，数学家（曾和陈省身共事），不懂经济的
量化交易。[回复]
绿豆2021-07-01 22:39:41标普500创新高
比特币下跌 33119.27[回复]
绿豆2021-07-01 22:41:48老苹果
2021-07-01 21:55:53
说的跟人家能干你也能干1样。我校友就是文艺复兴的，那个公司10多年前就100多人呢
绿豆
2021-07-01 21:01:47

哈哈哈！！！
条条大路通罗马[回复]
绿豆2021-07-02 00:02:59全球最大的智能手机市场
中国市场拥有9亿多用户，比印度、美国和印度尼西亚的总和还要大
[回复]
绿豆2021-07-02 00:09:08疫情
数据：广东大规模检测，超过六千万人次检测，阻断疫情
台湾人口2400万，每天检测就几万次，至今累计检测没超过300万人次
绿豆2021-07-01 20:48:31
台湾新增本土确诊病例47例，新增13例死亡台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-02 00:24:05美国纽约：高温，少用点电，不然会断电
New York City Mayor de Blasio urges residents to reduce electric use during heat emergency
Mayor Bill de Blasio said Wednesday afternoon that the city was experiencing a heat emergency and "urgently, urgently" called for New Yorkers to cut down electric use.
[回复]
绿豆2021-07-02 01:07:57英国疫情，日增病例回到2万以上
[回复]
绿豆2021-07-02 01:15:34孟加拉疫情
npr：Bangladesh Locks Down As Daily COVID Cases Quintuple[回复]
绿豆2021-07-02 01:19:38标普500 回购股票
Here is the composition of the S&P 500 buyback yield:
[回复]
绿豆2021-07-02 01:24:03疫情，把印度莫迪打回原形
The World Economics SMI report for India shows a deepening recession.
[回复]
绿豆2021-07-02 01:30:35MOLAMOLA231
2021-07-02 01:13:56
周三(30日)公布有“小非农”之称的美国 ADP就业报告，随着疫苗接种加快经济重启步伐，6月私营部门新增就业逾69万人，远优于市场预期，餐旅部门贡献人数近半。

哈哈哈！！！
Perceived labor market slack is part of the reason for the Fed’s reluctance to begin withdrawing stimulus.
[回复]
绿豆2021-07-02 01:50:49原油价格涨过了75美元一桶。
[回复]
绿豆2021-07-02 02:16:00彭博搞笑报道
冬奥会，美国冰球队击败中国队，打击中国信心，影响到中国的崛起
A Bad Hockey Team Complicates China's Rise to Superpower Status
(Bloomberg) — With seven months until the Beijing Winter Olympics, Brandon Yip thought he’d be on the ice with the Chinese national hockey team by now.[回复]
绿豆2021-07-02 11:07:28美国新冠确诊病例上升
NBC：CDC reports rise in Covid cases as delta variant spreads
The CDC reports a 10 percent rise in new cases in just the last week. 25 percent of those cases have been linked to the delta variant.
绿豆2021-07-01 01:29:24
拜登：随着新冠变异病毒的蔓延，更多的美国人将死去 CNBC：Biden says more Americans will die as delta variant spreads: ‘You know it’s going to happen’ President Joe Biden said Thursday that Covid deaths in the 美国 will continue to rise due to the spread of the “dangerous” delta variant, calling it a “serious concern.”
绿豆2021-07-01 00:51:01
美国新冠确诊病例上升 According to an ABC News survey of state COVID dashboard data, upticks in COVID-19 infections are becoming increasingly apparent in some parts of the country, particularly in areas of low vaccination. Alabama (57.7%), Arizona (16.7%), Missouri (41.4%), Nevada (43.3%), Utah (22.3%), Virginia (20%) have seen increases in coronavirus cases over the last two weeks. Additionally, the city of Miami has seen a 60% week-on-week increase in cases per capita, and in the last week, it had a 27% test positivity. Only 30% of the city's adults are fully vaccinated, well below the state average of 45.7%.
绿豆2021-06-30 00:08:05
新冠变异病毒Delta 主要国家情况
[回复]
绿豆2021-07-02 11:13:48上海新增3例境外输入病例，其中1例台湾输入
福建新增5例境外输入病例，其中4例台湾输入。
绿豆2021-07-02 00:09:08
疫情数据：广东大规模检测，超过六千万人次检测，阻断疫情台湾人口2400万，每天检测就几万次，至今累计检测没超过300万人次
绿豆2021-07-01 20:48:31
台湾新增本土确诊病例47例，新增13例死亡台湾打AZ疫苗死16例
绿豆2021-06-30 21:40:10
台湾发现新冠变异病毒Delta
绿豆2021-06-30 21:31:26
台湾新增本土确诊病例55例，新增5例死亡目前台湾打AZ疫苗死253例
绿豆2021-06-29 20:56:34
改：台湾新增本土确诊病例54例，新增8例死亡
绿豆2021-06-29 20:53:11
广州连续10天无新增！本轮疫情所有危重症和重症患者清零台湾新增本土确诊病例54例，新增3例死亡台湾打AZ疫苗死14例
[回复]
绿豆2021-07-02 13:44:23越南疫情
Vietnam seeks to boost testing as coronavirus cases hit record
HANOI (Reuters) - Vietnam reported a record in new coronavirus cases on Thursday and prepared to conduct mass testing on half of the population of its biggest city, as it tries to contain its biggest outbreak so far.
绿豆2021-07-02 01:15:34
孟加拉疫情 npr：Bangladesh Locks Down As Daily COVID Cases Quintuple
[回复]
绿豆2021-07-02 13:46:26东南亚南亚疫情

外贸订单回流中国
绿豆2021-07-02 13:44:23
越南疫情 Vietnam seeks to boost testing as coronavirus cases hit record HANOI (Reuters) - Vietnam reported a record in new coronavirus cases on Thursday and prepared to conduct mass testing on half of the population of its biggest city, as it tries to contain its biggest outbreak so far.
绿豆2021-07-02 01:15:34
孟加拉疫情 npr：Bangladesh Locks Down As Daily COVID Cases Quintuple
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绿豆2021-07-02 13:55:02A股纺织服饰指数创2019年来新高
绿豆2021-07-02 13:46:26
东南亚南亚疫情外贸订单回流中国
绿豆2021-07-02 13:44:23
越南疫情 Vietnam seeks to boost testing as coronavirus cases hit record HANOI (Reuters) - Vietnam reported a record in new coronavirus cases on Thursday and prepared to conduct mass testing on half of the population of its biggest city, as it tries to contain its biggest outbreak so far.
绿豆2021-07-02 01:15:34
孟加拉疫情 npr：Bangladesh Locks Down As Daily COVID Cases Quintuple
[回复]
绿豆2021-07-02 15:14:52昨天中证50涨1.05%，本以为A股二八转换

今天没有想到二暴跌[回复]
绿豆2021-07-02 15:33:57近5个交易日A股涨幅前20只股票
神思电子 111.27%
熙菱信息 76.97%
富满电子 62.20%
彩讯股份 49.29%
吉药控股 47.63%
广誉远 43.13%
金辰股份 41.01%
中来股份 40.57%
海源复材 40.08%
三孚股份 39.78%
中恒集团 39.65%
万里马 35.77%
江中药业 34.83%
金力永磁 33.36%
利通电子 31.52%
春光科技 31.18%
中潜股份 30.52%
科力尔 28.97%
陇神戎发 28.62%
江特电机 28.41%[回复]
绿豆2021-07-02 15:44:51国内也有许多金融工程论文关于动量策略Momentum Strategy

比如华泰证券：华泰单因子测试之动量类因子[回复]