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纽约华人Ray
2020-06-20
特斯拉错过的来这里
蔚来汽车盘后涨近3%,获腾讯168万股ADS增持
纽约华人Ray
2020-06-20
老学新浪网,永看涨A股。看跌美股.结果A股十年磨一点。
外媒头条:苹果再次关店!经济快速复苏希望渺茫
纽约华人Ray
2020-06-05
说真的。川建国。是美国少数敢做敢为的总统。
抱歉,原内容已删除
纽约华人Ray
2020-06-03
$Zoom(ZM)$
今天不怕。逃的过初一。期待2天后的十五。
纽约华人Ray
2020-06-02
因为这是美股。
美国乱成一锅粥,股市为啥还在涨?
纽约华人Ray
2020-05-20
让中国内地的那些套路商家都得到教训。
抱歉,原内容已删除
纽约华人Ray
2020-05-06
说白了就是割了中行的韭菜。
油价熊牛反转?高盛:别急,我们正在经历第一阶段
纽约华人Ray
2019-12-31
$蔚来(NIO)$
回看我的帖子的朋友。现在都在KTV。nio1块7的时候就说了这车好。很好。特好。
纽约华人Ray
2019-11-22
$特斯拉(TSLA)$
中国人的审美观和外国人真心不一样。怎么好看的车。中国人会认为这拖拉机的造型怎么会好看。
纽约华人Ray
2019-11-14
$特斯拉(TSLA)$
260的缺口不补。图形不完美。
纽约华人Ray
2019-10-25
$雀巢(NSRGY)$
好公司没人买。先建仓。
纽约华人Ray
2019-10-24
$特斯拉(TSLA)$
拿着特斯拉。以后孙子的孙子就是火星上的首富了。
纽约华人Ray
2019-10-24
$蔚来(NIO)$
可以的。哥哥特斯拉带着弟弟
纽约华人Ray
2019-10-24
$特斯拉(TSLA)$
看新高。
纽约华人Ray
2019-10-24
$微软(MSFT)$
果然是三好学生。
纽约华人Ray
2019-10-23
$微软(MSFT)$
我在财报现场。表现还可以这季度。
纽约华人Ray
2019-10-23
$特斯拉(TSLA)$
财报怎么还不开始!不会和nio一样说不举行了吧
纽约华人Ray
2019-10-23
$优步(UBER)$
价值的魅力
纽约华人Ray
2019-10-15
$Datasea Inc.(DTSS)$
**。要电话下单了。
纽约华人Ray
2019-10-12
$蔚来(NIO)$
8日线稳了。准备起飞。
去老虎APP查看更多动态
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href=\"https://tech.sina.cn/i/gn/2020-06-20/detail-iircuyvi9455504.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6def8bf0daf8e9ba20bfde374c25eb7f","relate_stocks":{"NIO":"蔚来"},"source_url":"https://tech.sina.cn/i/gn/2020-06-20/detail-iircuyvi9455504.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2044556782","content_text":"北京时间6月20日消息,蔚来汽车美股盘后上涨2.8%,腾讯提交的13D文件显示,腾讯在6月斥资1000万美元购入了蔚来汽车168万股ADS。\n腾讯称,截至6月10日,腾讯持有蔚来汽车15.1%的A类普通股。\n蔚来汽车周五收盘上涨2.23%,报7.34美元。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954966056,"gmtCreate":1592662184175,"gmtModify":1704199993176,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"老学新浪网,永看涨A股。看跌美股.结果A股十年磨一点。","listText":"老学新浪网,永看涨A股。看跌美股.结果A股十年磨一点。","text":"老学新浪网,永看涨A股。看跌美股.结果A股十年磨一点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954966056","repostId":"1132800453","repostType":4,"repost":{"id":"1132800453","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1592610965,"share":"https://www.laohu8.com/m/news/1132800453?lang=&edition=full","pubTime":"2020-06-20 07:56","market":"us","language":"zh","title":"外媒头条:苹果再次关店!经济快速复苏希望渺茫","url":"https://stock-news.laohu8.com/highlight/detail?id=1132800453","media":"老虎资讯综合","summary":"金融时报:美国部分州病例增多苹果重新关闭当地门店\n\n\nCNBC:标普震荡收跌但全周累涨\n\n\n路透社:美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度\n\n\n华尔街日报:因新冠肺炎打击美国企业从海外转回","content":"<blockquote>\n <b><span>金融时报:美国部分州病例增多苹果重新关闭当地门店</span></b>\n</blockquote>\n<blockquote>\n <b><span>CNBC:标普震荡收跌但全周累涨</span></b>\n</blockquote>\n<blockquote>\n <b><span>路透社:美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度</span></b>\n</blockquote>\n<blockquote>\n <b><span>华尔街日报:因新冠肺炎打击美国企业从海外转回利润上千亿美元</span></b>\n</blockquote>\n<blockquote>\n <b><span>彭博社: 21亿美元不翼而飞后Wirecard CEO被迫离职贷款方恐慌</span></b>\n</blockquote>\n<h2><b><span>金融时报</span></b></h2>\n<p><b><span>美国部分州病例增多苹果重新关闭当地门店</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/419eac0c5a7edea007e0a48255c8ecdc\" tg-width=\"681\" tg-height=\"751\"></p>\n<p><span>苹果公司本周五宣布,因最近美国西南地区的新冠肺炎病例增多,将重新关闭在四个州的11家零售门店。此消息公布后,苹果的股价转跌,日内跌幅一度达到1.4%,美股大盘盘中掉头下行,标普500和道指抹平早盘所有涨幅。不过,苹果的股价仍接近历史高位,投资者对苹果的公司估值超过1.5万亿美元,较今年初高2200多亿美元。</span></p>\n<p><span>Wedbush的分析师Dan Ives评论称,苹果是全球形势重要的晴雨表,苹果关店是美国零售业令人担心的趋势,但他预计这对苹果自身的销售业绩影响有限。</span></p>\n<h2><b><span>CNBC</span></b></h2>\n<p><b><span>标普震荡收跌但全周累涨</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/007483b80bcb4d4eff49470f3d365c1e\" tg-width=\"995\" tg-height=\"732\"></p>\n<p><span>周五多个报道令人市场担忧新冠肺炎疫情卷土重来,经济复苏速度将放缓。三大美股指数一度盘中集体转跌。最终,早盘涨幅曾达到370点的道指收跌208.64点,跌幅0.8%,收报25871.46点。早盘一度涨约1%的标普500收跌0.56%,收报3097.74点。纳指收涨0.03%,收报9946.12点。</span></p>\n<p><span>不过,本周道指、标普500和纳指均累计上涨,分别累涨1%、1.8%和3.7%,最近五周内第四周累涨。</span></p>\n<p><span>除了苹果宣布将关闭部门门店,周五盘中还有些利空消息:国际邮轮协会宣布,因疫情影响,暂停美国港口的邮轮运营;亚利桑那州和佛罗里达州的单日确诊病例均创新高,加州周四一日新增病例超过4000例,也创新高。</span></p>\n<h2><b><span>路透社</span></b></h2>\n<p><b><span>美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/8bbd750252d57e87cac6de0e6e3575a7\" tg-width=\"815\" tg-height=\"764\"></p>\n<p><span>两位美联储官员周五的表态显示,他们对美国经济在遭受疫情重创后迅速复苏的前景越来越悲观,警告若不能控制疫情,失业率可能再次回升。</span></p>\n<p><span>波士顿联储主席Eric Rosengren称,疫情缺少控制可能最终导致经济下滑期延长,那将造成消费和投资减少,失业增加。明尼阿波利斯联储主席Kashkari称,若不能迅速遏制疫情,美国最近的就业增长势头可能很快逆转。他对经济的基准预测情形是,美国将遭遇第二波疫情,可能就在今秋到来。若果真如此,他预计失业率会再次上升。</span></p>\n<p><span>美联储上周的货币政策会议决定,保持当前接近于零的政策利率不变,并明确表示,预计经济全面恢复将耗时几年。</span></p>\n<p><span>最近公布的5月美国零售销售等数据带来了经济可能较预期更快反弹的希望。但截至本周四,至少有六个州的单日新增病例创新高,周四当天,加州、北卡罗莱纳州和一些美国城市开始强制要求当地居民外出戴口罩。</span></p>\n<h2><b><span>华尔街日报</span></b></h2>\n<p><b><span>因新冠肺炎打击美国企业从海外转回利润上千亿美元</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/d187d61b57836bcd5fc8a21d89ba53f4\" tg-width=\"1006\" tg-height=\"717\"></p>\n<p><span>美国商务部周五公布,今年第一季度,美国企业合计将在国外获得的1240亿美元利润转回国内,单季转回利润的规模创2017年美国对海外利润征税税法大改动以来新高。当季美国企业在海外获利共计1150亿美元,这意味着美国企业自2018年以来首次转回此前累积的海外利润,并未将在海外赚取的利润再投资到当地。而且去年第四季度,美国企业仅转回了60%的海外利润。</span></p>\n<p><span>这些企业是在新冠肺炎疫情造成经济衰退时大规模转移利润。这一迹象显示,有多少企业可能需要资金支持他们在本土的经营。</span></p>\n<p><span>摩根士丹利的财会与税务政策分析师Todd Castagno评论称,显然,这些美国企业需要转移流动性,支持母公司。他们在匆忙地尽可能逃亡最安全的地带。</span></p>\n<h2><b><span>彭博社</span></b></h2>\n<p><b><span>21亿美元不翼而飞后Wirecard CEO被迫离职贷款方恐慌</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/ee93234a1685584d14c0a91d7d8c0804\" tg-width=\"1063\" tg-height=\"238\"></p>\n<p><span>德国支付公司Wirecard周五宣布,任职将近20年的公司CEO Markus Braun离职,任命原德意志交易所合规负责人的James Freis为临时CEO。</span></p>\n<p><span>在Braun被迫离职前一天,Wirecard披露,审计方无法证实该公司账面存在合计高达19亿欧元(约合21亿美元)的现金。此前,两家被指存有这笔资金的亚洲银行均否认与Wirecard有业务关系。</span></p>\n<p><span>Wirecard目前面临现金告罄的危险。周四该公司警告,若周五不能发布经审计的去年年度财报,提供贷款的银行可能终止给予其多达20亿欧元的贷款。摩根士丹利的分析师估算,若不能找回21亿美元资金,Wirecard手头能得到的现金将仅有约2.2亿欧元。</span></p>\n<p><span>知情人士称,Wirecard的贷款机构在考虑寻求外部帮助,他们认为该公司存在大笔债务违约的风险。</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条:苹果再次关店!经济快速复苏希望渺茫</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条:苹果再次关店!经济快速复苏希望渺茫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-06-20 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b><span>金融时报:美国部分州病例增多苹果重新关闭当地门店</span></b>\n</blockquote>\n<blockquote>\n <b><span>CNBC:标普震荡收跌但全周累涨</span></b>\n</blockquote>\n<blockquote>\n <b><span>路透社:美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度</span></b>\n</blockquote>\n<blockquote>\n <b><span>华尔街日报:因新冠肺炎打击美国企业从海外转回利润上千亿美元</span></b>\n</blockquote>\n<blockquote>\n <b><span>彭博社: 21亿美元不翼而飞后Wirecard CEO被迫离职贷款方恐慌</span></b>\n</blockquote>\n<h2><b><span>金融时报</span></b></h2>\n<p><b><span>美国部分州病例增多苹果重新关闭当地门店</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/419eac0c5a7edea007e0a48255c8ecdc\" tg-width=\"681\" tg-height=\"751\"></p>\n<p><span>苹果公司本周五宣布,因最近美国西南地区的新冠肺炎病例增多,将重新关闭在四个州的11家零售门店。此消息公布后,苹果的股价转跌,日内跌幅一度达到1.4%,美股大盘盘中掉头下行,标普500和道指抹平早盘所有涨幅。不过,苹果的股价仍接近历史高位,投资者对苹果的公司估值超过1.5万亿美元,较今年初高2200多亿美元。</span></p>\n<p><span>Wedbush的分析师Dan Ives评论称,苹果是全球形势重要的晴雨表,苹果关店是美国零售业令人担心的趋势,但他预计这对苹果自身的销售业绩影响有限。</span></p>\n<h2><b><span>CNBC</span></b></h2>\n<p><b><span>标普震荡收跌但全周累涨</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/007483b80bcb4d4eff49470f3d365c1e\" tg-width=\"995\" tg-height=\"732\"></p>\n<p><span>周五多个报道令人市场担忧新冠肺炎疫情卷土重来,经济复苏速度将放缓。三大美股指数一度盘中集体转跌。最终,早盘涨幅曾达到370点的道指收跌208.64点,跌幅0.8%,收报25871.46点。早盘一度涨约1%的标普500收跌0.56%,收报3097.74点。纳指收涨0.03%,收报9946.12点。</span></p>\n<p><span>不过,本周道指、标普500和纳指均累计上涨,分别累涨1%、1.8%和3.7%,最近五周内第四周累涨。</span></p>\n<p><span>除了苹果宣布将关闭部门门店,周五盘中还有些利空消息:国际邮轮协会宣布,因疫情影响,暂停美国港口的邮轮运营;亚利桑那州和佛罗里达州的单日确诊病例均创新高,加州周四一日新增病例超过4000例,也创新高。</span></p>\n<h2><b><span>路透社</span></b></h2>\n<p><b><span>美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/8bbd750252d57e87cac6de0e6e3575a7\" tg-width=\"815\" tg-height=\"764\"></p>\n<p><span>两位美联储官员周五的表态显示,他们对美国经济在遭受疫情重创后迅速复苏的前景越来越悲观,警告若不能控制疫情,失业率可能再次回升。</span></p>\n<p><span>波士顿联储主席Eric Rosengren称,疫情缺少控制可能最终导致经济下滑期延长,那将造成消费和投资减少,失业增加。明尼阿波利斯联储主席Kashkari称,若不能迅速遏制疫情,美国最近的就业增长势头可能很快逆转。他对经济的基准预测情形是,美国将遭遇第二波疫情,可能就在今秋到来。若果真如此,他预计失业率会再次上升。</span></p>\n<p><span>美联储上周的货币政策会议决定,保持当前接近于零的政策利率不变,并明确表示,预计经济全面恢复将耗时几年。</span></p>\n<p><span>最近公布的5月美国零售销售等数据带来了经济可能较预期更快反弹的希望。但截至本周四,至少有六个州的单日新增病例创新高,周四当天,加州、北卡罗莱纳州和一些美国城市开始强制要求当地居民外出戴口罩。</span></p>\n<h2><b><span>华尔街日报</span></b></h2>\n<p><b><span>因新冠肺炎打击美国企业从海外转回利润上千亿美元</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/d187d61b57836bcd5fc8a21d89ba53f4\" tg-width=\"1006\" tg-height=\"717\"></p>\n<p><span>美国商务部周五公布,今年第一季度,美国企业合计将在国外获得的1240亿美元利润转回国内,单季转回利润的规模创2017年美国对海外利润征税税法大改动以来新高。当季美国企业在海外获利共计1150亿美元,这意味着美国企业自2018年以来首次转回此前累积的海外利润,并未将在海外赚取的利润再投资到当地。而且去年第四季度,美国企业仅转回了60%的海外利润。</span></p>\n<p><span>这些企业是在新冠肺炎疫情造成经济衰退时大规模转移利润。这一迹象显示,有多少企业可能需要资金支持他们在本土的经营。</span></p>\n<p><span>摩根士丹利的财会与税务政策分析师Todd Castagno评论称,显然,这些美国企业需要转移流动性,支持母公司。他们在匆忙地尽可能逃亡最安全的地带。</span></p>\n<h2><b><span>彭博社</span></b></h2>\n<p><b><span>21亿美元不翼而飞后Wirecard CEO被迫离职贷款方恐慌</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/ee93234a1685584d14c0a91d7d8c0804\" tg-width=\"1063\" tg-height=\"238\"></p>\n<p><span>德国支付公司Wirecard周五宣布,任职将近20年的公司CEO Markus Braun离职,任命原德意志交易所合规负责人的James Freis为临时CEO。</span></p>\n<p><span>在Braun被迫离职前一天,Wirecard披露,审计方无法证实该公司账面存在合计高达19亿欧元(约合21亿美元)的现金。此前,两家被指存有这笔资金的亚洲银行均否认与Wirecard有业务关系。</span></p>\n<p><span>Wirecard目前面临现金告罄的危险。周四该公司警告,若周五不能发布经审计的去年年度财报,提供贷款的银行可能终止给予其多达20亿欧元的贷款。摩根士丹利的分析师估算,若不能找回21亿美元资金,Wirecard手头能得到的现金将仅有约2.2亿欧元。</span></p>\n<p><span>知情人士称,Wirecard的贷款机构在考虑寻求外部帮助,他们认为该公司存在大笔债务违约的风险。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132800453","content_text":"金融时报:美国部分州病例增多苹果重新关闭当地门店\n\n\nCNBC:标普震荡收跌但全周累涨\n\n\n路透社:美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度\n\n\n华尔街日报:因新冠肺炎打击美国企业从海外转回利润上千亿美元\n\n\n彭博社: 21亿美元不翼而飞后Wirecard CEO被迫离职贷款方恐慌\n\n金融时报\n美国部分州病例增多苹果重新关闭当地门店\n\n苹果公司本周五宣布,因最近美国西南地区的新冠肺炎病例增多,将重新关闭在四个州的11家零售门店。此消息公布后,苹果的股价转跌,日内跌幅一度达到1.4%,美股大盘盘中掉头下行,标普500和道指抹平早盘所有涨幅。不过,苹果的股价仍接近历史高位,投资者对苹果的公司估值超过1.5万亿美元,较今年初高2200多亿美元。\nWedbush的分析师Dan Ives评论称,苹果是全球形势重要的晴雨表,苹果关店是美国零售业令人担心的趋势,但他预计这对苹果自身的销售业绩影响有限。\nCNBC\n标普震荡收跌但全周累涨\n\n周五多个报道令人市场担忧新冠肺炎疫情卷土重来,经济复苏速度将放缓。三大美股指数一度盘中集体转跌。最终,早盘涨幅曾达到370点的道指收跌208.64点,跌幅0.8%,收报25871.46点。早盘一度涨约1%的标普500收跌0.56%,收报3097.74点。纳指收涨0.03%,收报9946.12点。\n不过,本周道指、标普500和纳指均累计上涨,分别累涨1%、1.8%和3.7%,最近五周内第四周累涨。\n除了苹果宣布将关闭部门门店,周五盘中还有些利空消息:国际邮轮协会宣布,因疫情影响,暂停美国港口的邮轮运营;亚利桑那州和佛罗里达州的单日确诊病例均创新高,加州周四一日新增病例超过4000例,也创新高。\n路透社\n美联储官员暗示在疫情蔓延时对美国经济复苏持谨慎态度\n\n两位美联储官员周五的表态显示,他们对美国经济在遭受疫情重创后迅速复苏的前景越来越悲观,警告若不能控制疫情,失业率可能再次回升。\n波士顿联储主席Eric Rosengren称,疫情缺少控制可能最终导致经济下滑期延长,那将造成消费和投资减少,失业增加。明尼阿波利斯联储主席Kashkari称,若不能迅速遏制疫情,美国最近的就业增长势头可能很快逆转。他对经济的基准预测情形是,美国将遭遇第二波疫情,可能就在今秋到来。若果真如此,他预计失业率会再次上升。\n美联储上周的货币政策会议决定,保持当前接近于零的政策利率不变,并明确表示,预计经济全面恢复将耗时几年。\n最近公布的5月美国零售销售等数据带来了经济可能较预期更快反弹的希望。但截至本周四,至少有六个州的单日新增病例创新高,周四当天,加州、北卡罗莱纳州和一些美国城市开始强制要求当地居民外出戴口罩。\n华尔街日报\n因新冠肺炎打击美国企业从海外转回利润上千亿美元\n\n美国商务部周五公布,今年第一季度,美国企业合计将在国外获得的1240亿美元利润转回国内,单季转回利润的规模创2017年美国对海外利润征税税法大改动以来新高。当季美国企业在海外获利共计1150亿美元,这意味着美国企业自2018年以来首次转回此前累积的海外利润,并未将在海外赚取的利润再投资到当地。而且去年第四季度,美国企业仅转回了60%的海外利润。\n这些企业是在新冠肺炎疫情造成经济衰退时大规模转移利润。这一迹象显示,有多少企业可能需要资金支持他们在本土的经营。\n摩根士丹利的财会与税务政策分析师Todd Castagno评论称,显然,这些美国企业需要转移流动性,支持母公司。他们在匆忙地尽可能逃亡最安全的地带。\n彭博社\n21亿美元不翼而飞后Wirecard CEO被迫离职贷款方恐慌\n\n德国支付公司Wirecard周五宣布,任职将近20年的公司CEO Markus Braun离职,任命原德意志交易所合规负责人的James Freis为临时CEO。\n在Braun被迫离职前一天,Wirecard披露,审计方无法证实该公司账面存在合计高达19亿欧元(约合21亿美元)的现金。此前,两家被指存有这笔资金的亚洲银行均否认与Wirecard有业务关系。\nWirecard目前面临现金告罄的危险。周四该公司警告,若周五不能发布经审计的去年年度财报,提供贷款的银行可能终止给予其多达20亿欧元的贷款。摩根士丹利的分析师估算,若不能找回21亿美元资金,Wirecard手头能得到的现金将仅有约2.2亿欧元。\n知情人士称,Wirecard的贷款机构在考虑寻求外部帮助,他们认为该公司存在大笔债务违约的风险。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":3240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958548076,"gmtCreate":1591333737896,"gmtModify":1704195356353,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"说真的。川建国。是美国少数敢做敢为的总统。","listText":"说真的。川建国。是美国少数敢做敢为的总统。","text":"说真的。川建国。是美国少数敢做敢为的总统。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958548076","repostId":"2040778195","repostType":4,"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958960246,"gmtCreate":1591127485185,"gmtModify":1704194495681,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>今天不怕。逃的过初一。期待2天后的十五。","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>今天不怕。逃的过初一。期待2天后的十五。","text":"$Zoom(ZM)$今天不怕。逃的过初一。期待2天后的十五。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958960246","isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958078500,"gmtCreate":1591108241200,"gmtModify":1704194419491,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"因为这是美股。","listText":"因为这是美股。","text":"因为这是美股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958078500","repostId":"1178958338","repostType":4,"repost":{"id":"1178958338","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1591086007,"share":"https://www.laohu8.com/m/news/1178958338?lang=&edition=full","pubTime":"2020-06-02 16:20","market":"us","language":"zh","title":"美国乱成一锅粥,股市为啥还在涨?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178958338","media":"巴伦周刊","summary":"华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。\n5月25日美国阵亡将士纪念日当天,明尼苏达州非裔男子乔治·弗洛伊德(George Floyd)因涉嫌使用假币被警察逮捕,警","content":"<p><span>华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。</span></p>\n<p><span>5月25日美国阵亡将士纪念日当天,明尼苏达州非裔男子乔治·弗洛伊德(George Floyd)因涉嫌使用假币被警察逮捕,警察在此期间的暴力执法行为导致弗洛伊德不幸窒息身亡,之后美国多个城市爆发反对种族歧视的示威活动。</span></p>\n<p><span>在接下来的几天里,示威活动愈演愈烈,美国多地出现暴乱。美国总统特朗普上周末称,他正在派遣“上千名全副武装的士兵、军事人员和执法人员来阻止骚乱、抢劫、破坏、袭击和肆意破坏财产的行为。”特朗普在白宫玫瑰园发表讲话还表示,华盛顿将从傍晚7点开始实施宵禁。特朗普周一(6月1日)和几个州的州长进行了视频通话,他呼吁各州加大力度平息暴乱。据CBS News报道,特朗普说:“你们必须获得控制权,如果无法控制局面你们就是在浪费时间。”据美联社报道,特朗普对州长们说:“你们大多数人都太软弱,必须逮捕暴徒。”</span></p>\n<p><span>在美国国内乱成一锅粥之际,美国股市的反应却很平淡。6月1日,道指收盘上涨0.36%,收于25475.02点;标普500指数上涨0.38%,收于3055.73点;纳指上涨0.66点,收于9552.05点。这是为什么?</span></p>\n<p>股市与社会动荡“脱节”现象很常见</p>\n<p><span>其实从历史上来看,美国股市对社会动荡“无动于衷”这种现象并不少见。以1963年肯尼迪(JFK)总统遇刺、1965年阿拉巴马州塞尔玛(Selma)的民权游行、1967年华盛顿发生的大规模反越战示威(Vietnam)、1968年马丁-路德·金(Dr. King)遇刺和1992年因殴打非裔男子罗德尼·金(Rodney King)而被捕的白人警察最终被无罪释放引发的洛杉矶暴乱为例,在上述任何事件发生后的几个月里,美国股市的波动性都没有明显上升。实际上,</span><span><b>标普500指数在这些事件发生的当年都累计上涨,不包括股息的年涨幅在4%到20%之间。</b></span></p>\n<p><img src=\"https://static.tigerbbs.com/4826ce8f07dbea9755aa44e8470950d1\" tg-width=\"338\" tg-height=\"421\"></p>\n<p><span>投资研究公司New Constructs首席执行官大卫·特雷纳(David Trainer)周一在研报中写道:“社会动荡对股市的长期影响其实很小”。</span></p>\n<p><span>金融服务公司Edward Jones的内拉·理查森(Nela Richardson)称,股市一直更关注美联储和联邦政府为经济提供的前所未见的支持措施的效果,“而不是美国目前面临的短期挑战,无论是经济方面的挑战(例如二季度GDP下滑)还是政治方面的挑战(例如大选年美国国内的两极分化)。”</span></p>\n<p><span>从一个方面来说,股市缺乏反应的现象并不令人意外:</span><span><b>华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。</b></span></p>\n<p><span>此外,一些人认为疫情给经济造成的最严重打击已经结束,5月份美国消费者信心的反弹就反映了这一点。世界大企业联合会公布的数据显示,5月份消费者信心指数从4月份修正后的85.7上升至86.6。</span></p>\n<p><span>虽然数据升幅不大,没有达到一些经济学家的预期,但消费者信心反弹似乎标志着经济重启的第一个里程碑,给人们带来了一些希望,让人们认为消费者支出的回升速度要比之前担心的快一些,有利于推动美国经济复苏。</span></p>\n<p><span><b>股市或难以进一步上涨</b></span></p>\n<p><span>但美国的疫情形势依然严峻,在美国重启经济之后就已经出现了新增感染病例。</span><span><b>一些分析师认为,此次暴乱可能会导致疫情再次升级,进而破坏美国为重启经济所做的努力,并可能导致更多人失业,进一步加剧社会矛盾。</b></span></p>\n<p><span>加皇银行资本市场(RBC Capital Markets)美国股票策略主管卡尔·瓦西纳(Lori Calvasina)周一称,一些人担心“大规模集会可能引发疫情二次暴发,如果出现这样的情况,经济重启将暂停。”</span></p>\n<p><span>尽管最近几周股市没有受到表现糟糕的失业数据太大影响,但理查森表示应关注本周四公布的最新首次申请失业救济人数。她说:“如果有迹象显示暂时失业现象开始变成长期失业的话,那么股市可能会受到影响。”</span></p>\n<p><span>Fundstrat执行合伙人托马斯·李(Thomas Lee)在周一发电子邮件中说:“全国范围内的抗议活动实际上等于取消了居家隔离令”,</span><span><b>感染率可能上升是一个新的风险因素,就算股市目前仍在上涨,这也是投资者应该考虑到的一个风险。</b></span></p>\n<p><span>Avatrade首席市场分析师纳伊姆·阿斯拉姆(Naeem Aslam)在周一发布的研报中说:“我们认为持续不断的抗议和骚乱确实对美国金融市场构成了威胁,因为这会削弱本已疲弱的投资者信心。”</span></p>\n<p><span>奥本海默(Oppenheimer)首席投资策略师约翰·斯托尔茨<a href=\"https://laohu8.com/S/FLS\">福斯</a>(John Stoltzfus)说:“投资者需要权衡上述所有因素,以及未来公布的经济数据,来判断股市下一步将走向何方。此外,投资者还要关注接下的大选动态。”</span></p>\n<p><span>在美国总统大选临近之际,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券(UBS Securities)日本地区首席投资官青木(Daiju Aoki)指出:“疫情和暴乱导致特朗普的支持率下降,拜登赢得美国总统大选的可能性越来越大,但是围绕这一点以及拜登将选择谁担任副总统还存在诸多不确定性。就算拜登获胜,美国和中国之间的技术之争也可能影响股市。虽然</span><span><b>我们认为美国股市或许从目前水平进一步走高变得越来越困难,</b></span><span>但与此同时,我们也预计股市不会出现大幅下跌,标普500指数未来可能会呈现区间波动。”</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国乱成一锅粥,股市为啥还在涨?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2020-06-02 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。</span></p>\n<p><span>5月25日美国阵亡将士纪念日当天,明尼苏达州非裔男子乔治·弗洛伊德(George Floyd)因涉嫌使用假币被警察逮捕,警察在此期间的暴力执法行为导致弗洛伊德不幸窒息身亡,之后美国多个城市爆发反对种族歧视的示威活动。</span></p>\n<p><span>在接下来的几天里,示威活动愈演愈烈,美国多地出现暴乱。美国总统特朗普上周末称,他正在派遣“上千名全副武装的士兵、军事人员和执法人员来阻止骚乱、抢劫、破坏、袭击和肆意破坏财产的行为。”特朗普在白宫玫瑰园发表讲话还表示,华盛顿将从傍晚7点开始实施宵禁。特朗普周一(6月1日)和几个州的州长进行了视频通话,他呼吁各州加大力度平息暴乱。据CBS News报道,特朗普说:“你们必须获得控制权,如果无法控制局面你们就是在浪费时间。”据美联社报道,特朗普对州长们说:“你们大多数人都太软弱,必须逮捕暴徒。”</span></p>\n<p><span>在美国国内乱成一锅粥之际,美国股市的反应却很平淡。6月1日,道指收盘上涨0.36%,收于25475.02点;标普500指数上涨0.38%,收于3055.73点;纳指上涨0.66点,收于9552.05点。这是为什么?</span></p>\n<p>股市与社会动荡“脱节”现象很常见</p>\n<p><span>其实从历史上来看,美国股市对社会动荡“无动于衷”这种现象并不少见。以1963年肯尼迪(JFK)总统遇刺、1965年阿拉巴马州塞尔玛(Selma)的民权游行、1967年华盛顿发生的大规模反越战示威(Vietnam)、1968年马丁-路德·金(Dr. King)遇刺和1992年因殴打非裔男子罗德尼·金(Rodney King)而被捕的白人警察最终被无罪释放引发的洛杉矶暴乱为例,在上述任何事件发生后的几个月里,美国股市的波动性都没有明显上升。实际上,</span><span><b>标普500指数在这些事件发生的当年都累计上涨,不包括股息的年涨幅在4%到20%之间。</b></span></p>\n<p><img src=\"https://static.tigerbbs.com/4826ce8f07dbea9755aa44e8470950d1\" tg-width=\"338\" tg-height=\"421\"></p>\n<p><span>投资研究公司New Constructs首席执行官大卫·特雷纳(David Trainer)周一在研报中写道:“社会动荡对股市的长期影响其实很小”。</span></p>\n<p><span>金融服务公司Edward Jones的内拉·理查森(Nela Richardson)称,股市一直更关注美联储和联邦政府为经济提供的前所未见的支持措施的效果,“而不是美国目前面临的短期挑战,无论是经济方面的挑战(例如二季度GDP下滑)还是政治方面的挑战(例如大选年美国国内的两极分化)。”</span></p>\n<p><span>从一个方面来说,股市缺乏反应的现象并不令人意外:</span><span><b>华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。</b></span></p>\n<p><span>此外,一些人认为疫情给经济造成的最严重打击已经结束,5月份美国消费者信心的反弹就反映了这一点。世界大企业联合会公布的数据显示,5月份消费者信心指数从4月份修正后的85.7上升至86.6。</span></p>\n<p><span>虽然数据升幅不大,没有达到一些经济学家的预期,但消费者信心反弹似乎标志着经济重启的第一个里程碑,给人们带来了一些希望,让人们认为消费者支出的回升速度要比之前担心的快一些,有利于推动美国经济复苏。</span></p>\n<p><span><b>股市或难以进一步上涨</b></span></p>\n<p><span>但美国的疫情形势依然严峻,在美国重启经济之后就已经出现了新增感染病例。</span><span><b>一些分析师认为,此次暴乱可能会导致疫情再次升级,进而破坏美国为重启经济所做的努力,并可能导致更多人失业,进一步加剧社会矛盾。</b></span></p>\n<p><span>加皇银行资本市场(RBC Capital Markets)美国股票策略主管卡尔·瓦西纳(Lori Calvasina)周一称,一些人担心“大规模集会可能引发疫情二次暴发,如果出现这样的情况,经济重启将暂停。”</span></p>\n<p><span>尽管最近几周股市没有受到表现糟糕的失业数据太大影响,但理查森表示应关注本周四公布的最新首次申请失业救济人数。她说:“如果有迹象显示暂时失业现象开始变成长期失业的话,那么股市可能会受到影响。”</span></p>\n<p><span>Fundstrat执行合伙人托马斯·李(Thomas Lee)在周一发电子邮件中说:“全国范围内的抗议活动实际上等于取消了居家隔离令”,</span><span><b>感染率可能上升是一个新的风险因素,就算股市目前仍在上涨,这也是投资者应该考虑到的一个风险。</b></span></p>\n<p><span>Avatrade首席市场分析师纳伊姆·阿斯拉姆(Naeem Aslam)在周一发布的研报中说:“我们认为持续不断的抗议和骚乱确实对美国金融市场构成了威胁,因为这会削弱本已疲弱的投资者信心。”</span></p>\n<p><span>奥本海默(Oppenheimer)首席投资策略师约翰·斯托尔茨<a href=\"https://laohu8.com/S/FLS\">福斯</a>(John Stoltzfus)说:“投资者需要权衡上述所有因素,以及未来公布的经济数据,来判断股市下一步将走向何方。此外,投资者还要关注接下的大选动态。”</span></p>\n<p><span>在美国总统大选临近之际,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>证券(UBS Securities)日本地区首席投资官青木(Daiju Aoki)指出:“疫情和暴乱导致特朗普的支持率下降,拜登赢得美国总统大选的可能性越来越大,但是围绕这一点以及拜登将选择谁担任副总统还存在诸多不确定性。就算拜登获胜,美国和中国之间的技术之争也可能影响股市。虽然</span><span><b>我们认为美国股市或许从目前水平进一步走高变得越来越困难,</b></span><span>但与此同时,我们也预计股市不会出现大幅下跌,标普500指数未来可能会呈现区间波动。”</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8effccd1ec9cd7dcf99c09781659ff15","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178958338","content_text":"华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。\n5月25日美国阵亡将士纪念日当天,明尼苏达州非裔男子乔治·弗洛伊德(George Floyd)因涉嫌使用假币被警察逮捕,警察在此期间的暴力执法行为导致弗洛伊德不幸窒息身亡,之后美国多个城市爆发反对种族歧视的示威活动。\n在接下来的几天里,示威活动愈演愈烈,美国多地出现暴乱。美国总统特朗普上周末称,他正在派遣“上千名全副武装的士兵、军事人员和执法人员来阻止骚乱、抢劫、破坏、袭击和肆意破坏财产的行为。”特朗普在白宫玫瑰园发表讲话还表示,华盛顿将从傍晚7点开始实施宵禁。特朗普周一(6月1日)和几个州的州长进行了视频通话,他呼吁各州加大力度平息暴乱。据CBS News报道,特朗普说:“你们必须获得控制权,如果无法控制局面你们就是在浪费时间。”据美联社报道,特朗普对州长们说:“你们大多数人都太软弱,必须逮捕暴徒。”\n在美国国内乱成一锅粥之际,美国股市的反应却很平淡。6月1日,道指收盘上涨0.36%,收于25475.02点;标普500指数上涨0.38%,收于3055.73点;纳指上涨0.66点,收于9552.05点。这是为什么?\n股市与社会动荡“脱节”现象很常见\n其实从历史上来看,美国股市对社会动荡“无动于衷”这种现象并不少见。以1963年肯尼迪(JFK)总统遇刺、1965年阿拉巴马州塞尔玛(Selma)的民权游行、1967年华盛顿发生的大规模反越战示威(Vietnam)、1968年马丁-路德·金(Dr. King)遇刺和1992年因殴打非裔男子罗德尼·金(Rodney King)而被捕的白人警察最终被无罪释放引发的洛杉矶暴乱为例,在上述任何事件发生后的几个月里,美国股市的波动性都没有明显上升。实际上,标普500指数在这些事件发生的当年都累计上涨,不包括股息的年涨幅在4%到20%之间。\n\n投资研究公司New Constructs首席执行官大卫·特雷纳(David Trainer)周一在研报中写道:“社会动荡对股市的长期影响其实很小”。\n金融服务公司Edward Jones的内拉·理查森(Nela Richardson)称,股市一直更关注美联储和联邦政府为经济提供的前所未见的支持措施的效果,“而不是美国目前面临的短期挑战,无论是经济方面的挑战(例如二季度GDP下滑)还是政治方面的挑战(例如大选年美国国内的两极分化)。”\n从一个方面来说,股市缺乏反应的现象并不令人意外:华尔街在看待股价时过滤掉了大部分新闻,股市更关注的是上市公司未来的盈利情况。\n此外,一些人认为疫情给经济造成的最严重打击已经结束,5月份美国消费者信心的反弹就反映了这一点。世界大企业联合会公布的数据显示,5月份消费者信心指数从4月份修正后的85.7上升至86.6。\n虽然数据升幅不大,没有达到一些经济学家的预期,但消费者信心反弹似乎标志着经济重启的第一个里程碑,给人们带来了一些希望,让人们认为消费者支出的回升速度要比之前担心的快一些,有利于推动美国经济复苏。\n股市或难以进一步上涨\n但美国的疫情形势依然严峻,在美国重启经济之后就已经出现了新增感染病例。一些分析师认为,此次暴乱可能会导致疫情再次升级,进而破坏美国为重启经济所做的努力,并可能导致更多人失业,进一步加剧社会矛盾。\n加皇银行资本市场(RBC Capital Markets)美国股票策略主管卡尔·瓦西纳(Lori Calvasina)周一称,一些人担心“大规模集会可能引发疫情二次暴发,如果出现这样的情况,经济重启将暂停。”\n尽管最近几周股市没有受到表现糟糕的失业数据太大影响,但理查森表示应关注本周四公布的最新首次申请失业救济人数。她说:“如果有迹象显示暂时失业现象开始变成长期失业的话,那么股市可能会受到影响。”\nFundstrat执行合伙人托马斯·李(Thomas Lee)在周一发电子邮件中说:“全国范围内的抗议活动实际上等于取消了居家隔离令”,感染率可能上升是一个新的风险因素,就算股市目前仍在上涨,这也是投资者应该考虑到的一个风险。\nAvatrade首席市场分析师纳伊姆·阿斯拉姆(Naeem Aslam)在周一发布的研报中说:“我们认为持续不断的抗议和骚乱确实对美国金融市场构成了威胁,因为这会削弱本已疲弱的投资者信心。”\n奥本海默(Oppenheimer)首席投资策略师约翰·斯托尔茨福斯(John Stoltzfus)说:“投资者需要权衡上述所有因素,以及未来公布的经济数据,来判断股市下一步将走向何方。此外,投资者还要关注接下的大选动态。”\n在美国总统大选临近之际,瑞银证券(UBS Securities)日本地区首席投资官青木(Daiju Aoki)指出:“疫情和暴乱导致特朗普的支持率下降,拜登赢得美国总统大选的可能性越来越大,但是围绕这一点以及拜登将选择谁担任副总统还存在诸多不确定性。就算拜登获胜,美国和中国之间的技术之争也可能影响股市。虽然我们认为美国股市或许从目前水平进一步走高变得越来越困难,但与此同时,我们也预计股市不会出现大幅下跌,标普500指数未来可能会呈现区间波动。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959590568,"gmtCreate":1589949023554,"gmtModify":1704191212383,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"让中国内地的那些套路商家都得到教训。","listText":"让中国内地的那些套路商家都得到教训。","text":"让中国内地的那些套路商家都得到教训。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959590568","repostId":"2036114795","repostType":4,"isVote":1,"tweetType":1,"viewCount":2761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927394041,"gmtCreate":1588738488483,"gmtModify":1704178228493,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"说白了就是割了中行的韭菜。","listText":"说白了就是割了中行的韭菜。","text":"说白了就是割了中行的韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/927394041","repostId":"1134158008","repostType":4,"repost":{"id":"1134158008","kind":"news","pubTimestamp":1588688442,"share":"https://www.laohu8.com/m/news/1134158008?lang=&edition=full","pubTime":"2020-05-05 22:20","market":"fut","language":"zh","title":"油价熊牛反转?高盛:别急,我们正在经历第一阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1134158008","media":"金十数据","summary":"油价要反弹出牛市行情,还需要很长的一段时间,投资者需要更有耐心。","content":"<p>周二,国际油价没有停下上攻的步伐,WTI原油期货价格再次暴升16%以上,这与4月底的惊天“负油价”形成鲜明对比。油市的这波“后浪”,能把空头彻底拍翻在沙滩上吗。</p><p><img src=\"https://static.tigerbbs.com/1ac997126399c9569d03b93c5a5c9d8d\"></p><p>高盛此前曾发布报告称,预计2020年第二季度全球石油供给过剩为860万桶/日,届时全球1.2亿桶石油储能将被耗尽,因此高盛的分析师预测WTI原油将跌至负数,几周前也确实成为了现实。但近期高盛大宗商品研究部门开始看涨原油。</p><p>高盛的能源策略师达米恩·库瓦林(Damien Courvalin)上周五在一份报告中写道,因原油供给即将迅速减少,并且石油需求也会随着各国逐渐解封而逐步好转,原油基本面有望大为改善,导致原油库存的增长速度近期有所放缓,再加上创新储油方式的出现,油市似乎能够经受住了存储能力的考验,市场因此有望走向平衡。</p><p>在原油供需基本面十分极端且充满了不确定性的时期,实物原油的价格往往是最真实的,此前实物原油的价格跌至历史低位甚至负值区间时,被迫减产就开始了,但这有助于减缓当地储存设施被填满的速度,这就是市场再平衡的力量。</p><p>在市场再平衡的推动下,<b>库瓦林预计油价将经历三个阶段的曲折反弹:</b></p><blockquote><p>第一阶段是近期5、6月份,WTI原油将反弹至25美元附近;</p><p>第二阶段从2020年下半年开始,原油市场暴力再平衡,开始出现供不应求的状况,但库存压力得以缓解,布伦特原油小幅看涨至30美元,第二阶段可能持续到2020年第三季度或第四季度结束;</p><p>第三阶段,市场将越来越集中化,有助于推涨油价,高盛对20201年第四季度布伦特原油的目标价格为65美元/桶。</p></blockquote><p><img src=\"https://static.tigerbbs.com/5e18b53ca8d582efb0c96433fddc47fb\"></p><p><b><span>第一阶段:市场温和地推动再平衡,WTI原油反弹至25美元。</span></b></p><p>首先是近期5、6月份,市场将温和地推动再平衡。随着减产协议的执行,供求逐渐平衡,原油积压的库存将逐步被消化,WTI原油将反弹至25美元附近,回到现金成本水平;<b>但在此过程中油价还是会继续大幅波动,如果有增产的消息出来,且库容被耗尽了,原油现货仍有可能跌至负数。</b></p><p><img src=\"https://static.tigerbbs.com/38f6f151028e1e3394020a140db20572\"></p><p><img src=\"https://static.tigerbbs.com/6e02e2dae1240481db3a25794aa7848c\"></p><p><b><span>第二阶段:市场暴力再平衡,布油在30美元附近承压。</span></b></p><p>第一阶段为第二阶段埋下了伏笔,将发生市场暴力再平衡,库瓦林指出了四点原因:</p><blockquote><p>首先,因为大多数欧佩克+成员国的减产协议是按比例执行的,有的油井一旦停产将变成永久关停;</p><p>再加上减产协议执行期间油价还不会回到高位,原油是一种实物资产,此前大量闲置在存储设施里,要想实现油价大幅反弹,需要先消化库存,这可能会拖原油期货的后腿;</p><p>另外,除了欧佩克+成员国将减产970万桶/日,高成本的生产商如美国页岩油企业也会被迫减产,目前非欧佩克生产商已公开承诺减产220万桶/日,但考虑到有很多国营生产商和私营生产商不会公开发声明,所以实际减产数目可能更多;</p><p>此外,资本成本过高的其它生产商也将被迫离场,这种暴力的市场再平衡将导致石油供给大幅下降。</p></blockquote><p>随着各国经济复苏需求增加,预计从2020年第二季度末开始,原油市场将出现供不应求的状况,但原油库存压力的减小也会给油价带来压力,库瓦林预计第三季度布伦特曲线将在30美元附近。</p><p><img src=\"https://static.tigerbbs.com/2f71ff53c30e3849e40bbf44d741f037\"></p><p><b><span>第三阶段:集中度更高的市场进一步推涨油价,布油看涨至65美元/桶。</span></b></p><p>第二阶段的暴力再平衡洗刷了市场结构,有利于第三阶段进一步推涨油价。暴力再平衡中,生产成本较高的美国页岩油生产商,以及资本成本较高的其它生产商将被迫缩小规模,而生产成本较低的欧佩克将扩大市场份额。</p><p>市场份额的集中化将使油价进一步上涨,因此高盛将2021年第四季度的目标油价从60美元/桶上调至65美元/桶,现货溢价上升。</p><p>但值得注意的是,高盛虽然看好2021年的油价,但下调了2020年下半年的目标油价,认为2020年第四季度的石油需求将下降,比新冠肺炎疫情爆发之前下降500万桶/日。理由是:</p><blockquote><p>(1)假定GDP与石油需求之间存在正比例关系,那么GDP下降,石油需求也会下降相应的幅度;</p><p>(2)长时间经济关停对交通运输行业将造成沉重打击,从而导致石油需求大幅下降;</p><p>(3)新冠疫情对邮轮和飞机出行需求造成了毁灭性打击;</p><p>(4)长期社会隔离可能改变人们的行为方式和工作方式,员工从此更多在家办公,减少通勤,而通勤的石油需求为900万桶/日。</p></blockquote><p><img src=\"https://static.tigerbbs.com/28587dc1706dddf36cf7fd754fd3af3e\"></p><p>高盛认为,这四个因素对2020年和2021年每个季度的石油需求影响分别为-210万桶/日、-75万桶/日、-95万桶/日以及-100万桶/日;对2021年四个季度的影响将为-90万桶/日、-20万桶/日、-50万桶/日和-100万桶/日。</p><p>基于以上分析,高盛总结称,油价要反弹出牛市行情,还需要很长的一段时间,投资者需要更有耐心。</p><p>库瓦林建议投资者做多2021年12月份布伦特原油期货的水平价差,因为布油期货届时将出现大幅现货溢价;此外,他还建议投资者做多2021年第三季度的RBOB(氧化混调型精制汽油)期货,以从消费者对汽车而非其他交通方式的偏好中获利。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>油价熊牛反转?高盛:别急,我们正在经历第一阶段</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n油价熊牛反转?高盛:别急,我们正在经历第一阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-05 22:20 北京时间 <a href=https://xnews.jin10.com/details/59598><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二,国际油价没有停下上攻的步伐,WTI原油期货价格再次暴升16%以上,这与4月底的惊天“负油价”形成鲜明对比。油市的这波“后浪”,能把空头彻底拍翻在沙滩上吗。高盛此前曾发布报告称,预计2020年第二季度全球石油供给过剩为860万桶/日,届时全球1.2亿桶石油储能将被耗尽,因此高盛的分析师预测WTI原油将跌至负数,几周前也确实成为了现实。但近期高盛大宗商品研究部门开始看涨原油。高盛的能源策略师达米...</p>\n\n<a href=\"https://xnews.jin10.com/details/59598\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/694f12098a1183856ae9f1a61e97c6c4","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://xnews.jin10.com/details/59598","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134158008","content_text":"周二,国际油价没有停下上攻的步伐,WTI原油期货价格再次暴升16%以上,这与4月底的惊天“负油价”形成鲜明对比。油市的这波“后浪”,能把空头彻底拍翻在沙滩上吗。高盛此前曾发布报告称,预计2020年第二季度全球石油供给过剩为860万桶/日,届时全球1.2亿桶石油储能将被耗尽,因此高盛的分析师预测WTI原油将跌至负数,几周前也确实成为了现实。但近期高盛大宗商品研究部门开始看涨原油。高盛的能源策略师达米恩·库瓦林(Damien Courvalin)上周五在一份报告中写道,因原油供给即将迅速减少,并且石油需求也会随着各国逐渐解封而逐步好转,原油基本面有望大为改善,导致原油库存的增长速度近期有所放缓,再加上创新储油方式的出现,油市似乎能够经受住了存储能力的考验,市场因此有望走向平衡。在原油供需基本面十分极端且充满了不确定性的时期,实物原油的价格往往是最真实的,此前实物原油的价格跌至历史低位甚至负值区间时,被迫减产就开始了,但这有助于减缓当地储存设施被填满的速度,这就是市场再平衡的力量。在市场再平衡的推动下,库瓦林预计油价将经历三个阶段的曲折反弹:第一阶段是近期5、6月份,WTI原油将反弹至25美元附近;第二阶段从2020年下半年开始,原油市场暴力再平衡,开始出现供不应求的状况,但库存压力得以缓解,布伦特原油小幅看涨至30美元,第二阶段可能持续到2020年第三季度或第四季度结束;第三阶段,市场将越来越集中化,有助于推涨油价,高盛对20201年第四季度布伦特原油的目标价格为65美元/桶。第一阶段:市场温和地推动再平衡,WTI原油反弹至25美元。首先是近期5、6月份,市场将温和地推动再平衡。随着减产协议的执行,供求逐渐平衡,原油积压的库存将逐步被消化,WTI原油将反弹至25美元附近,回到现金成本水平;但在此过程中油价还是会继续大幅波动,如果有增产的消息出来,且库容被耗尽了,原油现货仍有可能跌至负数。第二阶段:市场暴力再平衡,布油在30美元附近承压。第一阶段为第二阶段埋下了伏笔,将发生市场暴力再平衡,库瓦林指出了四点原因:首先,因为大多数欧佩克+成员国的减产协议是按比例执行的,有的油井一旦停产将变成永久关停;再加上减产协议执行期间油价还不会回到高位,原油是一种实物资产,此前大量闲置在存储设施里,要想实现油价大幅反弹,需要先消化库存,这可能会拖原油期货的后腿;另外,除了欧佩克+成员国将减产970万桶/日,高成本的生产商如美国页岩油企业也会被迫减产,目前非欧佩克生产商已公开承诺减产220万桶/日,但考虑到有很多国营生产商和私营生产商不会公开发声明,所以实际减产数目可能更多;此外,资本成本过高的其它生产商也将被迫离场,这种暴力的市场再平衡将导致石油供给大幅下降。随着各国经济复苏需求增加,预计从2020年第二季度末开始,原油市场将出现供不应求的状况,但原油库存压力的减小也会给油价带来压力,库瓦林预计第三季度布伦特曲线将在30美元附近。第三阶段:集中度更高的市场进一步推涨油价,布油看涨至65美元/桶。第二阶段的暴力再平衡洗刷了市场结构,有利于第三阶段进一步推涨油价。暴力再平衡中,生产成本较高的美国页岩油生产商,以及资本成本较高的其它生产商将被迫缩小规模,而生产成本较低的欧佩克将扩大市场份额。市场份额的集中化将使油价进一步上涨,因此高盛将2021年第四季度的目标油价从60美元/桶上调至65美元/桶,现货溢价上升。但值得注意的是,高盛虽然看好2021年的油价,但下调了2020年下半年的目标油价,认为2020年第四季度的石油需求将下降,比新冠肺炎疫情爆发之前下降500万桶/日。理由是:(1)假定GDP与石油需求之间存在正比例关系,那么GDP下降,石油需求也会下降相应的幅度;(2)长时间经济关停对交通运输行业将造成沉重打击,从而导致石油需求大幅下降;(3)新冠疫情对邮轮和飞机出行需求造成了毁灭性打击;(4)长期社会隔离可能改变人们的行为方式和工作方式,员工从此更多在家办公,减少通勤,而通勤的石油需求为900万桶/日。高盛认为,这四个因素对2020年和2021年每个季度的石油需求影响分别为-210万桶/日、-75万桶/日、-95万桶/日以及-100万桶/日;对2021年四个季度的影响将为-90万桶/日、-20万桶/日、-50万桶/日和-100万桶/日。基于以上分析,高盛总结称,油价要反弹出牛市行情,还需要很长的一段时间,投资者需要更有耐心。库瓦林建议投资者做多2021年12月份布伦特原油期货的水平价差,因为布油期货届时将出现大幅现货溢价;此外,他还建议投资者做多2021年第三季度的RBOB(氧化混调型精制汽油)期货,以从消费者对汽车而非其他交通方式的偏好中获利。","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":3485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913558494,"gmtCreate":1577728882018,"gmtModify":1704336236797,"author":{"id":"3500402854903614","authorId":"3500402854903614","name":"纽约华人Ray","avatar":"https://static.tigerbbs.com/1760717575e5b23486dc036a33526524","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500402854903614","authorIdStr":"3500402854903614"},"themes":[],"htmlText":"<a 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