第一五五一章 进场的机会近在咫尺
“董事长,美伊战争一触即发,美国经济是否陷入第二次衰退?”</P>
9**事件的阴影仍未消除,美伊战争如箭在弦上,一触即发;国际石油价格上涨,企业信心不足;信息产业发展不稳定,美国股市全面下挫;美国Gdp第一季度增长5%,第二季度增长1.1%,经济增长仍然低迷,金融动荡起伏,美国一旦陷入第二次衰退,中国经济也很难独善其身。</P>
廖敬文提出了大家的普遍担忧,他们要从孙董事长这里寻找肯定的答案,指导今后的工作,这么多年过去,孙董事长对国内外经济发展方向和鹏沪股市趋势的预测没有错过,鹏城证券公司预测鹏沪股市趋势的分析报告在投资者中享有很高的声誉,中国第一券商不是浪得虚名。</P>
“廖总,种种迹象表明,美伊战争不可避免,但战争是一柄双刃剑,美股如今的暴跌主要是由于上市公司的诚信危机造成的,解铃还须系铃人,美国政府出台《萨班斯-奥克斯利法案》,对会计、审计业进行全面整顿,投行、会计师事务所和上市公司的违法后果非常严重,美国上市公司的诚信危机都会得到缓解;美国政府为了刺激经济,提振投资者的信心,除了减税6000亿美元,还降息11次,如今美国市场上有大量资金正在寻找出路,我个人认为美国不会陷入第二次衰退。”</P>
美伊战争将美国拖入战争泥潭,也是中国经济快速发展的黄金时期,石油消费增加,产量减少,美元贬值,石油期货和黄金期货大涨,美股将迎来一轮持续五年的大牛市,也是孙健最后一次大规模投资美股的机会。</P>
美军撤离伊拉克,奥b马上台,也是孙健从美国脱身的开始。</P>
冷战结束后,国际力量对比严重失衡,美国在军事、科技和经济等诸多领域拥有绝对优势,成为唯一的超级大国,确立了以维护美国霸权为总目标的国家安全战略,即霸权战略。同时制定了三大具体目标,即维护美国及盟国的安全;扩展美国经济;在世界推进美式民主。</P>
一旦美国人认为孙健威胁了美国的国家利益,就是打压的开始,逮捕、交通事故和暗杀,无所不用其极,家人都不能避免,没有人能理解他的担忧。</P>
市场进入第四季度,投资者的神经高度紧张,特别是美伊战争一触即发,并有可能引发美国经济的二次衰退,但大多数经济学家认为,美国经济进入第二次衰退的可能性不超过25%,并告诫投资者,要保持冷静地心态,密切关注长期基本面变化,把握股市可能反转的机会。</P>
AtIc证券公司每个交易日发布的VIp客户股票投资分析报告,继续提醒投资者谨慎观望。</P>
纳斯达克指数从2000年3月的5114点跌到如今的1232点,下跌3882点,暴跌76%;道琼斯指数从跌到如今的7556点,下跌4176点,暴跌36%。</P>
不论政府和经济学家如何打气,提振投资者信心,但美股还是跌跌不休,投资者已经损失了7.5万亿美元的财富,损失惨重。</P>
中国2001年的Gdp是1.35万亿美元。</P>
网络科技泡沫破裂之前,AtIc套现了1350亿美元的股票,孙健虽然知道科技股泡沫破裂和9**事件,但作为pENG、GcA、GpIc、AtIcSc、pIc、tEcc、3dfx的控股股东,加上参股q、苹果、NVIdIA、亚马逊、谷歌、Netflix、mEmc、At&t宽带公司、ASmL、ebay、cymer等美国高科技上市公司,控股的股票不能随便减持,也不愿意减持参股公司的股票,市值最大损失高达2040亿美元。</P>
参股公司都是前世的龙头企业,孙健作为备胎,随便一家公司的股份都能让他东山再起,套现后再想买回来很难。</P>
清仓微软、Intel和Ibm的股票,避免了60%左右的损失,到时候再买回来,占股4.99%,作为战略投资者。</P>
9**事件后,暴跌的美股展开了一波大反弹行情,纳斯达克指数最大涨幅42%,AtIc持有股票的市值最大反弹了1400多亿美元。</P>
控股的pENG、GcA、GpIc、AtIcSc、pIc、tEcc都是行业龙头,pENG、pIc和tEcc受益于中国经济一枝独秀;AtIcSc去年投资参与反弹行情,美股收益0.19美元;在暴跌中,由于孙健没有减持一股,加上这些公司业绩优良、前景看好,其他投资机构也没有大量减仓,这些龙头企业股票的下跌幅度不到市场的一半。</P>
同2000年3月的最高市值相比,如今持有股票市值损失了1680亿美元,看到美股加速下跌,孙健内心高兴,历史前进的车轮没有因为他的重生而发生大的改变,耐心等待纳斯达克指数跌破1200点,大资金就开始进场。</P>
在去年9**事件后的大反弹中,孙健投资107亿美元参与反弹行情,获利48亿美元。分别投资5亿美元参与纳斯达克股指期货、道琼斯股指期货、纽约黄金期货、纽约石油期货3月合约,都加了10倍杠杆,过程跌宕起伏,今年3月29日交割后,分别获利39.6亿美元、23.3亿美元、12.4亿美元、14.6亿美元。</P>
总盈利132亿美元同1680亿美元的巨额损失相比,只相当于零头,但132亿美元的盈利是真金白银,1680亿美元的损失只是股票市值的损失,等明年新一轮牛市开始,这些股票市值的损失很快就会涨回来。</P>
今年4月1日,孙健分别投资5亿美元做空纳斯达克股指期货和道琼斯股指期货10月合约,分别投资5亿美元做多纽约黄金期货和纽约石油期货10月合约,都加了10倍杠杆。</P>
不记得10月是否美股最后一跌?但他知道纳斯达克指数跌破1200点,大资金就可以进场买股票了。</P>
进场的机会近在咫尺。</P>
美股加速下跌,就是最后一跌!</P>
跌得越惨,前世还在发光的科技股就是首选对象。</P>
别人恐惧时我贪婪,说来容易做起来难!只有孙健这种重生者才能做到。
一秒记住【顶点小说】
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