Meet Kevin 对 $TLT 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 3 条
2026-09-29看涨
《HOLY SH*T: THE FED RESERVE *JUST* BAILED US OUT》
预计TLT将守住或重新站上78-77这一水平,使其成为可能处于收益率峰值的押注。

我这么说的原因,也是我之前谈过的,是TLT基金——你手里这些25年期国债,也就是短期国库券或长期国债,其平均到期期限比这更长。

The reason I say this, and I've talked about this before, is the TLT fund, the average maturity of your 25-year bonds here in Treasury bills, or Treasury bonds, is longer than that.

我认为我们会守住这条线,或者会重新收复这条线,也就是TLT的78至77这条线。所以,这可能是一笔收益率见顶的押注。不过,我并不是说我要告诉你美联储说了什么。我并不是说我在押注TLT基金。

I think we'll hold at this line, or we'll reclaim this line, the 78-77 line in TLT. So, this would be a likely peak-yielding bet . Now, I'm not saying I'm going to tell you what the Fed said . I'm not saying I'm betting on the TLT fund.

2026-09-29看涨
《stocks and oil drop... ohh man》
预计TLT将守住或重新站上7877一线。

我想知道对收益率敏感的品种是否动了。典型的对收益率敏感的品种应该是TLT在尝试。然后我们来看看arcade。盘后波动略大一些,但TLT正试图回到重新站上那条线。

I wonder if yield sensitives moved. I mean, a classic yield sensitive would be TLT tried to. And then let's try arcade. Barely more movement in the after hours, but TLT is trying to get back to having lost that line.

2026-09-25
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