· 杂谈

用亚洲市场崩盘与以色列市场上涨对比,认为战争输赢可由市场来判断。

涉及标的:

中文翻译

今天亚洲市场出现了一次极其惨烈的崩盘。 中国股市:-3.63% 韩国(KOSPI / $EWY)股市:-6.49% 日本(Nikkei)股市:-3.48% 而以色列的 Ta-125 股市呢? 年初至今 +11.25%,一年 +67.21%。 美国的 $SPY 年初至今大约跌了 5%,但表现还是比亚洲对手更好。 这些数据很有意思,因为市场而不是新闻,通常才是判断战争赢家和输家的最大指标。 尤其是在伊朗这场持续的能源冲突里。

英文原文

One of the most brutal wipeouts occurred in Asian markets today. China's stock market: -3.63% Korea's (KOSPI / $EWY) stock market: -6.49% Japan's (Nikkei) stock market: -3.48 However if you look at Israel's Ta-125 stock market? +11.25% YTD and +67.21% 1Y. The US $SPY is down ~5% YTD, but faring better than their Asian counterparties. This data is very interesting since markets, not headlines, are usually the best largest indicators of: Winners and Losers of War. Especially with the ongoing energy conflict with the War in Iran.

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