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Source: TheStreet
thestreet.com

本轮A股预期的三个阶段走势,两个注意事项。
书接上文,白天被媳妇拉出去逛街刚到家,赶紧补更今天上午答应各位的关于本次A股的个人预期。
当然严格意义上也不算是个人,上周朋友接风,也是听了一下各方从业者以及大佬的讨论点,
我们最终得出的结论,本轮A股可能会有三个阶段,两个注意事项。
前言:
政策节前下放,刺激股市暴涨的核心原因在于哪?高涨的股市必然可以带来有效的节日经济数据,同时刺激消费升级,让原本降级的消费氛围升温。
消费是什么?不是当先你赚了多少钱就敢消费,而是你看到了未来更多的赚钱希望,你就敢增加自己的消费,想想是不是这个道理?
为何放水直接到股市?如果按照以往的经验,放水到实体企业乃至地方,短期很难带来积极的效果,并且百姓察觉速度也比较慢,往往需要伴随更多的刺激性政策,效果... See more
Symphony’s challenge currently is squeezing revenue out of its customers. It overtook Bloomberg’s 332,000 user count in 2018. But it charges US$24,000 for up to 100 seats, rather than the US$24,000 Bloomberg charges for one. Also, its network tends to be more internal than Bloomberg’s, with as many banks on it but fewer of their clients. Last year ... See more
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there are large standalone brokerage firms, including traditional firms such as Charles Schwab and online start-ups like Robinhood and Public (I am an investor in Public).
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