洪灏最新(@柳洛尘 ):
人民币汇率 vs 金铜比率显示:全球增长将急剧放缓,人民币将有大动作,风险苍黄翻复。

CNY vs Gold/Copper: growth set to decelerate fast, significant CNY move ahead & risk off.

2022.07.06 18:42 ​​​ ​​​​
曹山石:5000亿国家基础设施投资资金,三季度发行完成。 ​​​​
洪灏最新(@柳洛尘 ):
原油期货 vs 中国十债:增长预期的缺口终将收敛。美国实时GDP预期进一步下降到-2.1%。今天原油崩了。

Oil futures vs China 10y — growth gap will close eventually. GDPNow = -2.1%. Today oil crashed.

2022.07.06 07:44 ​​​​
洪灏最新(@柳洛尘 ):
机器人帮你刷脸,永远绿码 .. 就是有些瘆人。

Some geek developed a robot to bypass the COVID itinerary check. Open sesame .. with creeps.

2022.07.06 07:11
...展开全文c
洪灏最新(@柳洛尘 ):
能源危机摧毁多国贸易平衡:韩国、日本、印度、德国贸易差额历史最低。德国三十年来第一次逆差,准备回去烧煤了。

Energy crisis turning into trade balance crisis: S.Korea, Japan, India & Germany trade deficit plunging all time lows. Germany 1st deficit in 30 yrs, ​​​​...展开全文c
  • 长图
洪灏最新(@柳洛尘 ):
给你讲个恐怖故事:普陀又发物资了。

本轮阳性及密接涉及5个区里的6个KTV(普陀、长宁、静安、虹口和杨浦)上证日间从涨1%到跌1%,尾盘追平,“形势总体可控”。

Shanghai found new COVID cases in 5 districts. Close contact in KTVs. Stocks went from +1% to -1%, close ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
FGW约谈煤企:价格 570-770/吨,长协100%签约、覆盖、执行。俄乌战争以来,动力煤期货均价829,20年新冠以来694。

NDRC talked to coal co: set price 570-770/t,all co must sign & execute long-term contract at this price. Coal futures average 694/t since COVID, 829 ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
关税或取消。但自贸易战,美对华贸易赤字不改、人民币稳定、通胀皆因美联储。拜登为中期竞选维持鹰派,或代之以更严峻的对华政策。

Tariffs to be scrapped. But no change in US/China trade deficit, ¥ rate & US CPI ‘cos trade war. US may intro new policy to curtail ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
2/2 中国半导体 vs 美国猪肉期货:“猪”控制了中国半导体股价?否则为什么对于存货、需求等基本面熟视无睹(上图)?

China Semi vs US pork futures. If China semi is disregarding fundamentals such as demand & inventory, then .. “hogs” must be dictating Chinese ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
1/2 中美半导体走势分歧。疫情下囤货、供应链瓶颈舒缓、渠道存货上升。连中芯也自称“需求暴跌”。从短缺向过剩过渡。

$SOX US/China semi diverging. Hoarding, supply chain bottleneck easing, channel stuffing. SMIC said demand “dropping by like stone”. Semi going ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
发改委约谈猪企,禁止哄抬猪价。然而,猪瘟过后,猪农2021年从一月亏到十一月;今年一月亏到五月。

猪周期才刚开始,养猪利润约回到长期平均水平。过早打压价格,将导致肉价更高:不赚钱,谁养猪?供给减少,肉价上升。

NDRC talked to pig farms who’ve lost money for 1.5 ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
China’s superstar Jacky Cheung berated by mob for “not showing enough patriotism” on Jul 1, & had to release a statement.

"When all are crying, some should be allowed not to cry, esp. when crying’s a required act.” Mo Yan, Nobel Laureate.

张学友发表 ​​​​...展开全文c
洪灏最新(@柳洛尘 ):
电池技术傻瓜指南。很多人说电池技术是新能源汽车的核心。看完了这个小视频,觉得有点内个 …

Battery technology made easy. I was told that battery’s essential to new-energy cars. Sounds like a scam after this clip.

2022.07.03 20:36 L柳洛尘尘的微博视频 ​​​​

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