Re: [請益] 債券價格已反應,到底是怎麼看出來的
宣布降息等於利率下降
但債券價格上漲比例---並不等同---利率下降比例
這是基本中的基本好嗎?
為什麼債券產品會有價格波動?
因為需求!需求!需求!!
當今天開始降息,就有人想「買進以前發售的未降息前債券」用來保留配息收益。
當需求出現,自然價格上漲。
那麼問題來了,
你怎麼能預期20年期TLT價格已反應呢??
宣布降息1碼---並不代表---20年期TLT價格上漲0.25*20好嗎.......
金融商品價格從來都是市場博弈的結果。
那些「已反應」根本都只單純計算降息數字,
市場需求衍伸的價格上漲到底怎麼已反應??
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真正在賺錢的都默默地賺,只有我這魯蛇在幫股版上課
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難道是看天氣嗎=_=
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如果這麼簡單就不用有總經了...
利率是利率,價格是價格,可以看雛形,但不是答案。
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說個故事
有家研發鑽頭一流的N社,每天吹全球有xxx億兆美元的石油可挖
於是大家都跟他買一堆鑽頭,希望自己能挖到大量石油
現在觀察重點就是,看誰能挖到石油「變現」,變現兩個字極其重要。
鑽頭製造商/研發商/代工廠財報完全不是重點,
能挖到石油賺到錢的公司財報才是重點。
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有買的都靜靜賺,沒買的都用力酸XDDD
還會嗆你「買XXX都賺幾倍了」
鍵盤買大家都會XDDD
※ 編輯: yousking (1.164.156.202 臺灣), 09/18/2024 20:56:26
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