阿拉丁神的个人主页 - 老虎社区

阿拉丁神

暂无个人介绍

IP属地：海外

11关注

1粉丝

0主题

0勋章

2025-06-10

$Unity Software Inc.(U)$ 这公司的一些董监高，真是蛀虫！该拉出去毙了

2024-06-15

$Unity Software Inc.(U)$ 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？

2025-01-08

$Unity Software Inc.(U)$ 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！

2023-03-23

万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊

美联储如期加息25个基点，决议声明暗示加息周期接近尾声

2025-08-07

$Unity Software Inc.(U)$ 还有这种走势，活久见！

2024-06-14

$Unity Software Inc.(U)$ 垃圾中的战斗机！一把好牌打的稀巴烂！

2025-11-06

$特斯拉(TSLA)$ 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！

2025-02-11

$Unity Software Inc.(U)$ 垃圾中的垃圾[流泪]

2020-01-18

$中芯国际(00981)$如果你相信未来的世界是人工智能的世界，想想什么是核心资产？从特斯拉汽车自动驾驶的实现，到脑机接口、一个芯片可以解决神经元变你变的小超人一样，海量存储、互联海量信息、记忆变的无比从容、精通世界语言而不用再去每天背单词，如果觉得这一切都还是梦想的话，可能已经离我们越来越近。当这一切已不是梦想，而是即将梦想成真，未来已来时，仔细思考中芯国际的价值，结合5G的妙传的实现，想想千亿的定价是高估吗？14纳米制程的实现是质变，这个质变决定未来它是最有希望实现中国梦的！5纳米、2纳米也许仅是起点，技术无止境，但无疑这是中国未来高科技的希望，加速追赶是必然趋势，再去看看台积电、三星的市值，先进制程的巨额投入，当我们的芯片板块风起云涌时，从资金敏感性的角度看，我们是不是也是落后的呢？成熟资本市场都可以给市梦率的投资标的，我们还在拿PE、PB来估计它的合理价值，看看国家为什么砸几百亿美元投全产业链，一条生产线百亿美元的投资，我们的股票是不是太理性了？最后，祝所有投资者梦想成真！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3512215775135523","uuid":"3512215775135523","gmtCreate":1549122390302,"gmtModify":1549122390302,"name":"阿拉丁神","pinyin":"eldseladingshen","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":11,"tweetSize":22,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":620944579788960,"gmtCreate":1792625016200,"gmtModify":1792625018934,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"总有一些刁民想害股东，资本开支增加也跌、降低资本开支还跌？恶人做鬼……","listText":"总有一些刁民想害股东，资本开支增加也跌、降低资本开支还跌？恶人做鬼……","text":"总有一些刁民想害股东，资本开支增加也跌、降低资本开支还跌？恶人做鬼……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620944579788960","repostId":"2677693983","repostType":2,"repost":{"id":"2677693983","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1792621665,"share":"https://www.laohunote.com/m/news/2677693983?lang=zh_CN&edition=full","pubTime":"2026-10-22 06:27","market":"us","language":"zh","title":"纳指期货跌 0.5%，特斯拉下调资本开支目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2677693983","media":"链捕手","summary":" ChainCatcher 消息，据 Gate 行情数据显示，纳指期货跌幅扩大至 0.5%，特斯拉跌 2.3%，美光科技、闪迪和 SK 海力士跌约 1%。特斯拉透露将年度资本开支目标从超过 250 亿美元下调至 200 亿美元。 ","content":"<html><body><p>ChainCatcher 消息，据 Gate 行情数据显示，纳指期货跌幅扩大至 0.5%，特斯拉跌 2.3%，美光科技、闪迪和 SK 海力士跌约 1%。</p><p>特斯拉透露将年度资本开支目标从超过 250 亿美元下调至 200 亿美元。</p></body></html>","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>纳指期货跌 0.5%，特斯拉下调资本开支目标</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纳指期货跌 0.5%，特斯拉下调资本开支目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-10-22 06:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据 Gate 行情数据显示，纳指期货跌幅扩大至 0.5%，特斯拉跌 2.3%，美光科技、闪迪和 SK 海力士跌约 1%。</p><p>特斯拉透露将年度资本开支目标从超过 250 亿美元下调至 200 亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.chaincatcher.com/article/2298023","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2677693983","content_text":"ChainCatcher 消息，据 Gate 行情数据显示，纳指期货跌幅扩大至 0.5%，特斯拉跌 2.3%，美光科技、闪迪和 SK 海力士跌约 1%。特斯拉透露将年度资本开支目标从超过 250 亿美元下调至 200 亿美元。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TESL":0.6,"FDRV":0.6,"IDRV":0.6,"LIT":0.6,"TSL":0.6,"TSLT":0.6,"TSLO":0.6,"TSLZ":0.6,"TSLI":0.6,"TSLG":0.6,"CRSH":0.6,"TSII":0.6,"09366":0.6,"TSLY":0.6,"TESC":0.6,"TSLA":1.96,"TSDD":0.6,"TSLW":0.6,"WATS":0.6,"07766":0.6,"TSYY":0.6,"TEST":0.6,"TSLQ":0.6,"09766":0.6,"TLA":0.6,"TSLL":0.6,"SMOG":0.6,"STSLAmain":0.6,"ELOL":0.6,"WANT":0.6,"TSLR":0.6,"07366":0.6,"TSLS":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522162589451744,"gmtCreate":1768517144242,"gmtModify":1768517147154,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"Tesla还是木头姐的压仓基石，被动调仓的操作，还是非常郁闷的！😄😄😄","listText":"Tesla还是木头姐的压仓基石，被动调仓的操作，还是非常郁闷的！😄😄😄","text":"Tesla还是木头姐的压仓基石，被动调仓的操作，还是非常郁闷的！😄😄😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522162589451744","repostId":"2603939673","repostType":2,"repost":{"id":"2603939673","kind":"news","pubTimestamp":1768516620,"share":"https://www.laohunote.com/m/news/2603939673?lang=zh_CN&edition=full","pubTime":"2026-01-16 06:37","market":"us","language":"zh","title":"“木头姐”伍德继续减持特斯拉，增持这只股票押注AI与半导体","url":"https://stock-news.laohu8.com/highlight/detail?id=2603939673","media":"智通财经","summary":"智通财经APP获悉，以重仓特斯拉著称的“木头姐”伍德，近期在旗下基金中的操作出现新变化。交易文件显示，ARK Next Generation Internet ETF在上周首次建仓后，本周再次增持博通，新增31,308股，使持仓规模增至62,545股。此次加仓发生在博通股价回调之际。与此形成对比的是，ARK Innovation ETF同期减持了86,139股特斯拉。数据显示，截至周四，ARK Innovation ETF仍持有约172.85万股特斯拉，占基金资产近10%。进入2026年以来，特斯拉股价波动巨大。","content":"<html><head></head><body><p>以重仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>著称的“木头姐”伍德，近期在旗下基金中的操作出现新变化。根据周三披露的交易记录，她所掌舵的方舟投资管理公司一边持续减持特斯拉股票，一边明显加码刚刚纳入投资组合的半导体巨头<a href=\"https://laohu8.com/S/AVGO\">博通</a>。</p><p>交易文件显示，<a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a>(ARKW.US)在上周首次建仓后，本周再次增持<a href=\"https://laohu8.com/S/600455\">博通</a>，新增31,308股，使持仓规模增至62,545股。与此同时，<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(ARKK.US)也新买入111,781股博通股票，正式建立在该芯片制造商上的仓位。</p><p>此次加仓发生在博通股价回调之际。周三，在科技股普遍抛售的背景下，博通股价一度下跌4.2%，不过，该公司股价很快反弹，周四报343.02美元，上涨超0.9%。ARK选择在低位加码，被市场解读为对半导体与AI长期前景的看好。</p><p>与此形成对比的是，ARK Innovation ETF同期减持了86,139股特斯拉。尽管如此，这并不意味着ARK彻底“清仓”特斯拉，该股仍是多只ARK基金中权重最大的持仓之一。数据显示，截至周四，ARK Innovation ETF仍持有约172.85万股特斯拉，占基金资产近10%。</p><p>进入2026年以来，特斯拉股价波动巨大。周三，公司首席执行官马斯克宣布，特斯拉将把其完全自动驾驶软件改为仅提供月度订阅模式，消息公布后该股股价当日下跌1.8%。</p><p>此外，ARK还在芯片板块进行了其他调整。ARK Next Generation Internet ETF在<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)财报发布前，卖出19,310股美国存托凭证，交易完成后仍持有约164,437股，市值约5,380万美元，在基金中位列第13大持仓。台积电随后公布的第四季度业绩大幅超出市场预期，并给出2026年资本开支强劲的指引，重新点燃市场对AI长期景气周期的信心，相关板块普遍走强，台积电股价周四上涨约5.4%。</p><p>在金融科技领域，<a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a>则买入了56,993股Klarna Group(KLAR.US)。这家“先买后付”服务商于去年年底上市。该ETF在2025年实现约29%的回报，明显跑赢同期上涨约20%的纳斯达克综合指数。</p></body></html>","source":"stock_zhitongcaijing","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>“木头姐”伍德继续减持特斯拉，增持这只股票押注AI与半导体</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“木头姐”伍德继续减持特斯拉，增持这只股票押注AI与半导体\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 06:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1393572.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以重仓特斯拉著称的“木头姐”伍德，近期在旗下基金中的操作出现新变化。根据周三披露的交易记录，她所掌舵的方舟投资管理公司一边持续减持特斯拉股票，一边明显加码刚刚纳入投资组合的半导体巨头博通。交易文件显示，ARK Next Generation Internet ETF(ARKW.US)在上周首次建仓后，本周再次增持博通，新增31,308股，使持仓规模增至62,545股。与此同时，ARK ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1393572.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"AVGO":"博通","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1393572.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603939673","content_text":"以重仓特斯拉著称的“木头姐”伍德，近期在旗下基金中的操作出现新变化。根据周三披露的交易记录，她所掌舵的方舟投资管理公司一边持续减持特斯拉股票，一边明显加码刚刚纳入投资组合的半导体巨头博通。交易文件显示，ARK Next Generation Internet ETF(ARKW.US)在上周首次建仓后，本周再次增持博通，新增31,308股，使持仓规模增至62,545股。与此同时，ARK Innovation ETF(ARKK.US)也新买入111,781股博通股票，正式建立在该芯片制造商上的仓位。此次加仓发生在博通股价回调之际。周三，在科技股普遍抛售的背景下，博通股价一度下跌4.2%，不过，该公司股价很快反弹，周四报343.02美元，上涨超0.9%。ARK选择在低位加码，被市场解读为对半导体与AI长期前景的看好。与此形成对比的是，ARK Innovation ETF同期减持了86,139股特斯拉。尽管如此，这并不意味着ARK彻底“清仓”特斯拉，该股仍是多只ARK基金中权重最大的持仓之一。数据显示，截至周四，ARK Innovation ETF仍持有约172.85万股特斯拉，占基金资产近10%。进入2026年以来，特斯拉股价波动巨大。周三，公司首席执行官马斯克宣布，特斯拉将把其完全自动驾驶软件改为仅提供月度订阅模式，消息公布后该股股价当日下跌1.8%。此外，ARK还在芯片板块进行了其他调整。ARK Next Generation Internet ETF在台积电(TSM.US)财报发布前，卖出19,310股美国存托凭证，交易完成后仍持有约164,437股，市值约5,380万美元，在基金中位列第13大持仓。台积电随后公布的第四季度业绩大幅超出市场预期，并给出2026年资本开支强劲的指引，重新点燃市场对AI长期景气周期的信心，相关板块普遍走强，台积电股价周四上涨约5.4%。在金融科技领域，ARK Fintech Innovation ETF则买入了56,993股Klarna Group(KLAR.US)。这家“先买后付”服务商于去年年底上市。该ETF在2025年实现约29%的回报，明显跑赢同期上涨约20%的纳斯达克综合指数。","news_type":1,"symbols_score_info":{"TSLA":2,"AVGO":2}},"isVote":1,"tweetType":1,"viewCount":2901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497081008431264,"gmtCreate":1762381033064,"gmtModify":1762381035178,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！","text":"$特斯拉(TSLA)$ 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/497081008431264","isVote":1,"tweetType":1,"viewCount":8374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575706957619671","authorId":"3575706957619671","name":"SleepingSun007","avatar":"https://static.tigerbbs.com/19997acad19d3d7ce12054f9f30db9be","crmLevel":5,"crmLevelSwitch":0,"idStr":"3575706957619671","authorIdStr":"3575706957619671"},"content":"已经改口了 支持 一堆散户把他电话打爆了","text":"已经改口了 支持 一堆散户把他电话打爆了","html":"已经改口了 支持 一堆散户把他电话打爆了"},{"author":{"id":"4183080358976112","authorId":"4183080358976112","name":"baseniori","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4183080358976112","authorIdStr":"4183080358976112"},"content":"一群人，被抢劫了，还在开心得替人家数钱。","text":"一群人，被抢劫了，还在开心得替人家数钱。","html":"一群人，被抢劫了，还在开心得替人家数钱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496764760560112,"gmtCreate":1762302978351,"gmtModify":1762307402362,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"北欧海盗就是个流氓机构，坐享其成，还不想支付报酬！赶紧滚出Tesla！","listText":"北欧海盗就是个流氓机构，坐享其成，还不想支付报酬！赶紧滚出Tesla！","text":"北欧海盗就是个流氓机构，坐享其成，还不想支付报酬！赶紧滚出Tesla！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496764760560112","repostId":"2581579393","repostType":2,"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496614760620744,"gmtCreate":1762266924346,"gmtModify":1762268002577,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 关于11月6日股东大会议案的一些思考！ 但凡有头脑的股东，我想都会做出明确的判断，以自己的实际行动去支持Musk！否决，短期暴跌可能超10%，只会将投资机会留给那些居心叵测的盗贼；支持，必将受益于Musk领导下Tesla Ai+机器人落地的超额收益！试想，即便ETF，会免收管理费吗？Musk引领市值增长7倍，才得到12%的业绩提成，达不到没有管理费，这难道不公平？管理层不是客观公允的在推动公司发展和治理？反观一些指手画脚的股东，大家可以擦亮双眼去看看股东提案的议题，不能说毫无相关，但大多数就是扯淡议题！坚决拥护管理层1-6的全部提案！反对少数股东，滥用提案权的股东提案7！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 关于11月6日股东大会议案的一些思考！ 但凡有头脑的股东，我想都会做出明确的判断，以自己的实际行动去支持Musk！否决，短期暴跌可能超10%，只会将投资机会留给那些居心叵测的盗贼；支持，必将受益于Musk领导下Tesla Ai+机器人落地的超额收益！试想，即便ETF，会免收管理费吗？Musk引领市值增长7倍，才得到12%的业绩提成，达不到没有管理费，这难道不公平？管理层不是客观公允的在推动公司发展和治理？反观一些指手画脚的股东，大家可以擦亮双眼去看看股东提案的议题，不能说毫无相关，但大多数就是扯淡议题！坚决拥护管理层1-6的全部提案！反对少数股东，滥用提案权的股东提案7！","text":"$特斯拉(TSLA)$ 关于11月6日股东大会议案的一些思考！ 但凡有头脑的股东，我想都会做出明确的判断，以自己的实际行动去支持Musk！否决，短期暴跌可能超10%，只会将投资机会留给那些居心叵测的盗贼；支持，必将受益于Musk领导下Tesla Ai+机器人落地的超额收益！试想，即便ETF，会免收管理费吗？Musk引领市值增长7倍，才得到12%的业绩提成，达不到没有管理费，这难道不公平？管理层不是客观公允的在推动公司发展和治理？反观一些指手画脚的股东，大家可以擦亮双眼去看看股东提案的议题，不能说毫无相关，但大多数就是扯淡议题！坚决拥护管理层1-6的全部提案！反对少数股东，滥用提案权的股东提案7！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496614760620744","isVote":1,"tweetType":1,"viewCount":4171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489874818363536,"gmtCreate":1760625274501,"gmtModify":1760625276489,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 这公司的基本面根本没那么差，但市场表现和它的管理层一样low","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 这公司的基本面根本没那么差，但市场表现和它的管理层一样low","text":"$Unity Software Inc.(U)$ 这公司的基本面根本没那么差，但市场表现和它的管理层一样low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489874818363536","isVote":1,"tweetType":1,"viewCount":3525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487282512441480,"gmtCreate":1760015679522,"gmtModify":1760015681801,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"轻松？找个地球人来把市值增加1.5万亿美元试试看！","listText":"轻松？找个地球人来把市值增加1.5万亿美元试试看！","text":"轻松？找个地球人来把市值增加1.5万亿美元试试看！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487282512441480","repostId":"2574715298","repostType":2,"isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482410947068224,"gmtCreate":1758804575412,"gmtModify":1758804577811,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"UBS的分析师应该去做会计师！井底之大蛤蟆","listText":"UBS的分析师应该去做会计师！井底之大蛤蟆","text":"UBS的分析师应该去做会计师！井底之大蛤蟆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482410947068224","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohunote.com/m/news/2570408735?lang=zh_CN&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出：</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。</strong>相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善，Spak在报告最后仍强调：</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>","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>高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期</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高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-09-25 05:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出：</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。</strong>相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善，Spak在报告最后仍强调：</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示：“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出：“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。尽管短期交付数据有所改善，Spak在报告最后仍强调：“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":3851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464783970521256,"gmtCreate":1754497537301,"gmtModify":1754497538492,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 还有这种走势，活久见！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 还有这种走势，活久见！","text":"$Unity Software Inc.(U)$ 还有这种走势，活久见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464783970521256","isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444284150730976,"gmtCreate":1749489433683,"gmtModify":1749493279948,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 这公司的一些董监高，真是蛀虫！该拉出去毙了","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 这公司的一些董监高，真是蛀虫！该拉出去毙了","text":"$Unity Software Inc.(U)$ 这公司的一些董监高，真是蛀虫！该拉出去毙了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/444284150730976","isVote":1,"tweetType":1,"viewCount":5170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409618419900864,"gmtCreate":1741014130562,"gmtModify":1741014537816,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; SB公司！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; SB公司！","text":"$Unity Software Inc.(U)$ SB公司！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409618419900864","isVote":1,"tweetType":1,"viewCount":4037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402225663602920,"gmtCreate":1739218238967,"gmtModify":1739221196253,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 垃圾中的垃圾[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 垃圾中的垃圾[流泪]&nbsp;&nbsp;","text":"$Unity Software Inc.(U)$ 垃圾中的垃圾[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402225663602920","isVote":1,"tweetType":1,"viewCount":4354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空的星星","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":8,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"被咆哮的小猫碰过的都会变成垃圾","text":"被咆哮的小猫碰过的都会变成垃圾","html":"被咆哮的小猫碰过的都会变成垃圾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390408597848096,"gmtCreate":1736346490355,"gmtModify":1736347044177,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！","text":"$Unity Software Inc.(U)$ 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390408597848096","isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/a853dee41408bff6e6595b04b4887f94","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440897161812160","authorIdStr":"3440897161812160"},"content":"U原来的CEO是个科技大牛 后来跑路了 股价就一直跌","text":"U原来的CEO是个科技大牛 后来跑路了 股价就一直跌","html":"U原来的CEO是个科技大牛 后来跑路了 股价就一直跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390168487117312,"gmtCreate":1736301705161,"gmtModify":1736302578339,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01177\">$中国生物制药(01177)$</a> 垃圾中的战斗机，有盈利能力不分红，股价跌跌不休不回购！没有一点回报股东的感恩之心！谢氏家族及其管理层毫无廉耻！","listText":"<a href=\"https://laohu8.com/S/01177\">$中国生物制药(01177)$</a> 垃圾中的战斗机，有盈利能力不分红，股价跌跌不休不回购！没有一点回报股东的感恩之心！谢氏家族及其管理层毫无廉耻！","text":"$中国生物制药(01177)$ 垃圾中的战斗机，有盈利能力不分红，股价跌跌不休不回购！没有一点回报股东的感恩之心！谢氏家族及其管理层毫无廉耻！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390168487117312","isVote":1,"tweetType":1,"viewCount":20387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371425798443112,"gmtCreate":1731689158860,"gmtModify":1731689961530,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 垃圾中的战斗机 [喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 垃圾中的战斗机 [喷血]&nbsp;&nbsp;","text":"$Unity Software Inc.(U)$ 垃圾中的战斗机 [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371425798443112","isVote":1,"tweetType":1,"viewCount":4684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"content":"垃圾的要命，破60天线出了，之前重仓来的还好跑得快","text":"垃圾的要命，破60天线出了，之前重仓来的还好跑得快","html":"垃圾的要命，破60天线出了，之前重仓来的还好跑得快"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326127963210016,"gmtCreate":1720622712350,"gmtModify":1720622713756,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 天天买不完的卖单，公司有那么差吗？地板上割肉","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 天天买不完的卖单，公司有那么差吗？地板上割肉","text":"$Unity Software Inc.(U)$ 天天买不完的卖单，公司有那么差吗？地板上割肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326127963210016","isVote":1,"tweetType":1,"viewCount":3683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316832074895584,"gmtCreate":1718390713609,"gmtModify":1718390714918,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？","text":"$Unity Software Inc.(U)$ 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316832074895584","isVote":1,"tweetType":1,"viewCount":6582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空的星星","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":8,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"10不能再多，ue引擎生猛的很，unity没有任何优势，加上公司高管狗血，离场","text":"10不能再多，ue引擎生猛的很，unity没有任何优势，加上公司高管狗血，离场","html":"10不能再多，ue引擎生猛的很，unity没有任何优势，加上公司高管狗血，离场"},{"author":{"id":"3494416600762358","authorId":"3494416600762358","name":"虎虎生威008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3494416600762358","authorIdStr":"3494416600762358"},"content":"小白也有这个问题：为啥可以一直单向的跌呢？如果没人卖出也不能无限做空吧","text":"小白也有这个问题：为啥可以一直单向的跌呢？如果没人卖出也不能无限做空吧","html":"小白也有这个问题：为啥可以一直单向的跌呢？如果没人卖出也不能无限做空吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316507118915832,"gmtCreate":1718299908652,"gmtModify":1718315111854,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 垃圾中的战斗机！一把好牌打的稀巴烂！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 垃圾中的战斗机！一把好牌打的稀巴烂！","text":"$Unity Software Inc.(U)$ 垃圾中的战斗机！一把好牌打的稀巴烂！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316507118915832","isVote":1,"tweetType":1,"viewCount":3350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650723732,"gmtCreate":1679526180227,"gmtModify":1679526184086,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊","listText":"万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊","text":"万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/650723732","repostId":"1143226275","repostType":2,"repost":{"id":"1143226275","kind":"news","pubTimestamp":1679508028,"share":"https://www.laohunote.com/m/news/1143226275?lang=zh_CN&edition=full","pubTime":"2023-03-23 02:00","market":"other","language":"zh","title":"美联储如期加息25个基点，决议声明暗示加息周期接近尾声","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226275","media":"华尔街见闻","summary":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，","content":"<html><head></head><body><blockquote><b>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。</b></blockquote><p>3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。</p><p>这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。</p><p>备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。<b>有分析称，这份决议声明暗示加息周期接近尾声，</b>声明写到：</p><blockquote>“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”</blockquote><p>该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。</p><p>在回应近期银行业危机时，声明提到：</p><blockquote>“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”</blockquote><p>一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：</p><blockquote>预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。</blockquote><blockquote>预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。</blockquote><blockquote>预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。</blockquote><blockquote>预计长期联邦基金利率预期为2.5%，12月份料为2.5%。</blockquote><blockquote><b>有分析指出，这说明今年美联储仅有空间再加息一次。</b></blockquote><blockquote><img src=\"https://static.tigerbbs.com/111fab0d5436ee43c3c7b28950d9fe85\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><p>在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：</p><blockquote>美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。</blockquote><blockquote>下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。</blockquote><blockquote>上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。</blockquote><blockquote>维持更长周期的美国GDP增幅预期在1.8%。</blockquote><p>同时，美联储进一步上调美国今年通胀率预期：</p><blockquote>美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。</blockquote><blockquote>2024年PCE通胀预期2.5%，与12月份持平。</blockquote><blockquote>2025年PCE通胀预期2.1%，与12月份持平</blockquote><blockquote>维持更长周期的PCE通胀预期在2.0%不变。</blockquote><p>数据公布后，美股三大股指走高。<img src=\"https://static.tigerbbs.com/a947c5009c6cfab63e04a0e2564db35e\" tg-width=\"958\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","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>美联储如期加息25个基点，决议声明暗示加息周期接近尾声</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美联储如期加息25个基点，决议声明暗示加息周期接近尾声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 02:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684674\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3684674","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143226275","content_text":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。有分析称，这份决议声明暗示加息周期接近尾声，声明写到：“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。在回应近期银行业危机时，声明提到：“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。预计长期联邦基金利率预期为2.5%，12月份料为2.5%。有分析指出，这说明今年美联储仅有空间再加息一次。在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。维持更长周期的美国GDP增幅预期在1.8%。同时，美联储进一步上调美国今年通胀率预期：美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。2024年PCE通胀预期2.5%，与12月份持平。2025年PCE通胀预期2.1%，与12月份持平维持更长周期的PCE通胀预期在2.0%不变。数据公布后，美股三大股指走高。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":6883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650723495,"gmtCreate":1679526017017,"gmtModify":1679535436621,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"地球人应该把Powell，拉出去毙了！","listText":"地球人应该把Powell，拉出去毙了！","text":"地球人应该把Powell，拉出去毙了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650723495","repostId":"1151598224","repostType":2,"repost":{"id":"1151598224","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679513801,"share":"https://www.laohunote.com/m/news/1151598224?lang=zh_CN&edition=full","pubTime":"2023-03-23 03:36","market":"us","language":"en","title":"Fed Recap: All the Market-Moving Comments From Fed Chair Powell After Rate Hike<blockquote>美联储回顾：美联储主席鲍威尔加息后所有影响市场的言论</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151598224","media":"Tiger Newspress","summary":"The Federal Reserve raised interest rates by 25 basis points, or a quarter of a percentage point. Th","content":"<p><html><head></head><body><i>The Federal Reserve raised interest rates by 25 basis points, or a quarter of a percentage point. The move brings the benchmark funds rate to a range of 4.75% to 5%. In the wake of recent turmoil for regional banks, Chair Jerome Powell assured the public that the Fed will use &#34;all of our tools&#34; to keep the banking system safe.</i></p><p><blockquote><html><head></head><body><i>美联储加息25个基点，即四分之一个百分点。此举使基准基金利率达到 4.75% 至 5%。在最近地区性银行出现动荡后，主席杰罗姆·鲍威尔向公众保证，美联储将使用“我们所有的工具”来维护银行体系的安全。</i></body></html></blockquote></p><p><h2>Fed will use &#39;all of our tools&#39; to keep banking system safe, Chair Jerome Powell says</h2>Federal Reserve Chair Jerome Powell said the central bank will use all its tools to safeguard the banking system.</p><p><blockquote><h2>美联储主席杰罗姆·鲍威尔表示，美联储将使用“我们所有的工具”来确保银行系统安全</h2>美联储主席杰罗姆·鲍威尔表示，央行将使用所有工具来保护银行体系。</blockquote></p><p>&#34;Our banking system is sound and resilient, with strong capital and liquidity. We will continue to closely monitor conditions in the banking system and are prepared to use all of our tools as needed to keep it safe and sound,&#34; Powell said.</p><p><blockquote>鲍威尔表示：“我们的银行体系健全且有弹性，拥有强大的资本和流动性。我们将继续密切监控银行体系的状况，并准备根据需要使用所有工具来保持其安全和稳健。”</blockquote></p><p>&#34;In addition, we are committed to learning the lessons from this episode, and to work to prevent episodes from events like this from happening again,&#34; he added.</p><p><blockquote>“此外，我们致力于从这一事件中吸取教训，并努力防止此类事件再次发生，”他补充道。</blockquote></p><p><h2>Regional bank issues means tighter credit conditions, Powell says</h2>Fed Chair Jerome Powell acknowledged that the issues in the banking system in recent weeks will create tighter credit conditions.</p><p><blockquote><h2>鲍威尔表示，地区银行问题意味着信贷条件收紧</h2>美联储主席杰罗姆·鲍威尔承认，最近几周银行系统的问题将造成更紧缩的信贷条件。</blockquote></p><p>&#34;We believe however that events in the banking system over the past two weeks are likely to result in tighter credit conditions for households and business, which would in turn result affect economic outcomes. It is too soon to determine the extent of these effects, and therefore too soon to determine how monetary policy should respond,&#34; Powell said.</p><p><blockquote>“然而，我们认为，过去两周银行体系发生的事件可能会导致家庭和企业的信贷条件收紧，进而影响经济结果。现在确定这些影响的程度还为时过早，因此现在确定货币政策应该如何应对还为时过早，”鲍威尔表示。</blockquote></p><p>He later compared the banking issues to additional rate hikes.</p><p><blockquote>他后来将银行业问题比作额外的加息。</blockquote></p><p><h2>Powell cautions that inflation fight &#39;has a long way to go&#39;</h2>Fed Chairman Jerome Powell warned that the central bank still has some distance to cover as it tries to bring down inflation to its longer-run goal.</p><p><blockquote><h2>鲍威尔警告称，对抗通胀“任重道远”</h2>美联储主席杰罗姆·鲍威尔警告称，美联储在试图将通胀降至长期目标时仍有一段路要走。</blockquote></p><p>&#34;The process of getting inflation back down to 2% has a long way to go and is likely to be bumpy,&#34; the central bank leader said at his post-meeting news conference.</p><p><blockquote>这位央行领导人在会后新闻发布会上表示：“将通胀率降至 2% 的过程还有很长的路要走，而且可能会很坎坷。”</blockquote></p><p>He noted some progress and also said the Fed will be assessing data and the impact of its rate hikes in deciding how to proceed with policy.</p><p><blockquote>他指出了一些进展，并表示美联储将评估数据和加息的影响，以决定如何实施政策。</blockquote></p><p>&#34;Inflation has moderated somewhat since the middle of last year, but the strength of these recent readings indicates that inflation pressures continue to run high,&#34; Powell said.</p><p><blockquote>鲍威尔表示：“自去年年中以来，通胀有所放缓，但最近数据的强劲表明通胀压力继续居高不下。”</blockquote></p><p><h2>Bank deposit flows have stabilized, Powell says</h2>The banking system is resilient and deposit flows are back on track, Federal Reserve Chair Jerome Powell said.</p><p><blockquote><h2>鲍威尔表示，银行存款流量已趋于稳定</h2>美联储主席杰罗姆·鲍威尔表示，银行体系具有弹性，存款流动已重回正轨。</blockquote></p><p>&#34;Deposit flows in the banking system have stabilized over the last week,&#34; he said.</p><p><blockquote>他说：“过去一周，银行体系的存款流量已趋于稳定。”</blockquote></p><p>Powell said the powerful actions taken by the Fed, Treasury Department and FDIC demonstrate that depositors&#39; savings and the banking system are safe.</p><p><blockquote>鲍威尔表示，美联储、财政部和联邦存款保险公司采取的有力行动表明储户储蓄和银行体系是安全的。</blockquote></p><p>The central bank is now undertaking a thorough internal review to see where it can strengthen supervision and regulation.</p><p><blockquote>央行现在正在进行彻底的内部审查，看看可以在哪些方面加强监督和监管。</blockquote></p><p><h2>Fed Chair Powell anticipates tighter credit conditions ahead, says “some additional policy firming may be appropriate”</h2>Federal Reserve Chair Jerome Powell noted that tighter credit conditions are likely ahead following turmoil in the regional banking sector.</p><p><blockquote><h2>美联储主席鲍威尔预计未来信贷条件将收紧，称 “一些额外的政策收紧可能是合适的”</h2>美联储主席杰罗姆·鲍威尔指出，在地区银行业动荡之后，信贷条件可能会收紧。</blockquote></p><p>&#34;We believe, however, that events in the banking system over the past two weeks are likely to result in tighter credit conditions for households and businesses, which would in turn affect economic outcomes,&#34; he said.</p><p><blockquote>“然而，我们认为，过去两周银行体系发生的事件可能会导致家庭和企业的信贷条件收紧，进而影响经济结果，”他表示。</blockquote></p><p>&#34;It is too soon to determine the extent of these effects, and therefore too soon to tell it how monetary policy should respond,&#34; Powell added. &#34;As a result, we no longer state that we anticipate that ongoing rate increases will be appropriate to quell inflation. Instead, we now anticipate that some additional policy firming may be appropriate.&#34;</p><p><blockquote>鲍威尔补充说：“现在确定这些影响的程度还为时过早，因此现在告诉它货币政策应该如何应对还为时过早。”“因此，我们不再表示我们预计持续加息将适合平息通胀。相反，我们现在预计一些额外的政策收紧可能是合适的。”</blockquote></p><p>The Fed will closely monitor incoming data and assess the actual and expected effects on tighter credit conditions on economic activity, the labor market and inflation in order to inform its policy decisions, Powell added. He said the Fed is &#34;strongly committed&#34; to returning inflation to its 2% objective.</p><p><blockquote>鲍威尔补充说，美联储将密切关注传入的数据，并评估收紧信贷条件对经济活动、劳动力市场和通胀的实际和预期影响，以便为其政策决策提供信息。他表示，美联储“坚定致力于”将通胀恢复到 2% 的目标。</blockquote></p><p><h2>Powell says committee considered a pause in light of the banking crisis</h2>Fed Chairman Jerome Powell said the rate-setting committee considered a pause in rate hikes in light of the banking crisis.</p><p><blockquote><h2>鲍威尔表示，鉴于银行业危机，委员会考虑暂停</h2>美联储主席杰罗姆·鲍威尔表示，鉴于银行业危机，利率制定委员会考虑暂停加息。</blockquote></p><p>&#34;We did consider that in the days running up to the meeting,&#34; Powell said in the press conference when asked about a pause.</p><p><blockquote>鲍威尔在新闻发布会上被问及暂停事宜时表示：“在会议前的几天里，我们确实考虑过这一点。”</blockquote></p><p>Powell said the reason for the very strong consensus for a rate hike resulted from the intermediate data on inflation and the labor market that came in stronger than expected before the recent events.</p><p><blockquote>鲍威尔表示，加息共识非常强烈的原因是通胀和劳动力市场的中期数据强于最近事件发生前的预期。</blockquote></p><p>&#34;We are committed to restoring price stability and all of the evidence says that the public has confidence that we will do so that will bring inflation down to 2% over time. It is important that we sustain that confidence with our actions, as well as our words,&#34; Powell said.</p><p><blockquote>“我们致力于恢复价格稳定，所有证据都表明公众有信心我们会这样做，随着时间的推移，这将使通胀率降至 2%。重要的是，我们要用行动和言语来维持这种信心，”鲍威尔说。</blockquote></p><p></p><p><h2>Fed Chair Powell on Silicon Valley Bank failure, &#39;How did this happen?&#39;</h2>At his press conference on Wednesday afternoon, Fed Chair Jerome Powell spoke about Silicon Valley Bank&#39;s failure.</p><p><blockquote><h2>美联储主席鲍威尔谈硅谷银行倒闭：“这是怎么发生的？”</h2>在周三下午的新闻发布会上，美联储主席杰罗姆·鲍威尔谈到了硅谷银行的倒闭。</blockquote></p><p><h2>Powell slams Silicon Valley Bank management over lack of supervision</h2>Federal Reserve Chair Jerome Powell said that management at Silicon Valley Bank &#34;failed badly,&#34; while exposing customers to &#34;significant liquidity risk and interest rate risk.&#34;</p><p><blockquote><h2>鲍威尔抨击硅谷银行管理层缺乏监管</h2>美联储主席杰罗姆·鲍威尔表示，硅谷银行的管理层“严重失败”，同时使客户面临“重大流动性风险和利率风险”。</blockquote></p><p>He added that stronger supervision and regulation is needed to prevent another string of bank collapses and deposit crisis.</p><p><blockquote>他补充说，需要加强监督和监管，以防止另一连串银行倒闭和存款危机。</blockquote></p><p>&#34;My only interest is that we identify what went wrong here,&#34; Powell said.</p><p><blockquote>“我唯一感兴趣的是我们找出这里出了什么问题，”鲍威尔说。</blockquote></p><p><h2>The market is getting it wrong by predicting rate cuts this year, says Powell</h2>The market is getting it wrong if it expects rate cuts later this year, said Federal Reserve Chair Jerome Powell.</p><p><blockquote><h2>鲍威尔表示，市场预测今年降息是错误的</h2>美联储主席杰罗姆·鲍威尔表示，如果市场预期今年晚些时候降息，那就大错特错了。</blockquote></p><p>He highlighted the fact that the central bank&#39;s summary of economic projections published Wednesday anticipates slow growth, a gradual decline in inflation and the rebalancing of both supply and demand within the labor market.</p><p><blockquote>他强调，央行周三发布的经济预测摘要预计增长缓慢，通胀逐渐下降，劳动力市场供需重新平衡。</blockquote></p><p>&#34;In that most likely case, if that happens, participants don&#39;t see rate cuts this year,&#34; he said.</p><p><blockquote>“在最有可能的情况下，如果发生这种情况，参与者今年不会看到降息，”他说。</blockquote></p><p>Powell added that what lies ahead for the economy may be &#34;uncertain&#34; but rate hikes are not currently in the central bank&#39;s &#34;baseline expectation.&#34;</p><p><blockquote>鲍威尔补充说，经济前景可能“不确定”，但加息目前不在央行的“基线预期”之内。</blockquote></p><p><h2>If the Fed needs to raise rates higher, it will, Powell says</h2>Fed Chairman Jerome Powell said the central bank will conduct more rate hikes if it needs to in order to fight inflation.</p><p><blockquote><h2>鲍威尔表示，如果美联储需要提高利率，它会的</h2>美联储主席杰罗姆·鲍威尔表示，如有必要，央行将进一步加息以对抗通胀。</blockquote></p><p>&#34;If we need to raise rates higher, we will,&#34; Powell said in the press conference. &#34;I think for now, though ...we see the likelihood of credit tightening. We know that that can have an effect on the macro economy.&#34;</p><p><blockquote>鲍威尔在新闻发布会上表示：“如果我们需要提高利率，我们会的。”“不过，我认为目前……我们看到了信贷收紧的可能性。我们知道这可能会对宏观经济产生影响。”</blockquote></p><p>The chairman said the Fed will also watch inflation and the labor market closely.</p><p><blockquote>主席表示，美联储还将密切关注通胀和劳动力市场。</blockquote></p><p>&#34;Of course, we will eventually get to tight enough policy to bring inflation down to 2%,&#34; Powell said.</p><p><blockquote>鲍威尔表示：“当然，我们最终将采取足够紧缩的政策，将通胀率降至 2%。”</blockquote></p><p><h2>Fed, other regulators will use &#39;tools&#39; to protect depositors, Powell says</h2>Fed Chair Jerome Powell tried to assure Americans that their bank deposits will be kept safe, but stopped short of saying explicitly that even uninsured deposits will be backstopped by federal officials.</p><p><blockquote><h2>鲍威尔表示，美联储和其他监管机构将使用“工具”来保护储户</h2>美联储主席杰罗姆·鲍威尔试图向美国人保证，他们的银行存款将得到保护，但没有明确表示，即使是未投保的存款也将得到联邦官员的支持。</blockquote></p><p>&#34;What I&#39;m saying is you&#39;ve seen that we have the tools to protect depositors when there is a threat of serious harm to the economy or to the financial system, and we&#39;re prepared to use those tools. I think depositors should assume that their deposits are safe,&#34; he said.</p><p><blockquote>“我想说的是，你们已经看到，当经济或金融体系面临严重损害威胁时，我们拥有保护储户的工具，而且我们准备使用这些工具。我认为储户应该假设他们的存款是安全的，”他说。</blockquote></p><p><h2>There&#39;s still a &#39;pathway&#39; to a soft landing, Fed Chair Powell says</h2>Federal Reserve Chair Jerome Powell said it&#39;s &#34;too early&#34; to say what effect the banking crisis will have, but the central bank leader expects a pathway &#34;still exists&#34; to a soft landing.</p><p><blockquote><h2>美联储主席鲍威尔表示，软着陆仍有“途径”</h2>美联储主席杰罗姆·鲍威尔表示，现在说银行业危机将产生什么影响“还为时过早”，但这位央行领导人预计软着陆的途径“仍然存在”。</blockquote></p><p>&#34;It&#39;s too early to say, really, whether these events have had much of an effect,&#34; said Powell, adding that credit standards and credit availability will be affected the longer the banking crisis continues.</p><p><blockquote>鲍威尔表示：“现在说这些事件是否产生了很大影响还为时过早。”他补充说，银行业危机持续的时间越长，信贷标准和信贷可用性就会受到影响。</blockquote></p><p>&#34;I do still think though that there&#39;s, there&#39;s a pathway to [a soft landing],&#34; he added, saying &#34;I think that pathway still exists, and, you know, we&#39;re certainly trying to find it.&#34;</p><p><blockquote>“我仍然认为，尽管如此，还是有一条通往[软着陆]的途径，”他补充道，“我认为这条途径仍然存在，而且，你知道，我们肯定正在努力寻找它。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>Fed Recap: All the Market-Moving Comments From Fed Chair Powell After Rate Hike<blockquote>美联储回顾：美联储主席鲍威尔加息后所有影响市场的言论</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFed Recap: All the Market-Moving Comments From Fed Chair Powell After Rate Hike<blockquote>美联储回顾：美联储主席鲍威尔加息后所有影响市场的言论</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2023-03-23 03:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><i>The Federal Reserve raised interest rates by 25 basis points, or a quarter of a percentage point. The move brings the benchmark funds rate to a range of 4.75% to 5%. In the wake of recent turmoil for regional banks, Chair Jerome Powell assured the public that the Fed will use &#34;all of our tools&#34; to keep the banking system safe.</i></p><p><blockquote><html><head></head><body><i>美联储加息25个基点，即四分之一个百分点。此举使基准基金利率达到 4.75% 至 5%。在最近地区性银行出现动荡后，主席杰罗姆·鲍威尔向公众保证，美联储将使用“我们所有的工具”来维护银行体系的安全。</i></body></html></blockquote></p><p><h2>Fed will use &#39;all of our tools&#39; to keep banking system safe, Chair Jerome Powell says</h2>Federal Reserve Chair Jerome Powell said the central bank will use all its tools to safeguard the banking system.</p><p><blockquote><h2>美联储主席杰罗姆·鲍威尔表示，美联储将使用“我们所有的工具”来确保银行系统安全</h2>美联储主席杰罗姆·鲍威尔表示，央行将使用所有工具来保护银行体系。</blockquote></p><p>&#34;Our banking system is sound and resilient, with strong capital and liquidity. We will continue to closely monitor conditions in the banking system and are prepared to use all of our tools as needed to keep it safe and sound,&#34; Powell said.</p><p><blockquote>鲍威尔表示：“我们的银行体系健全且有弹性，拥有强大的资本和流动性。我们将继续密切监控银行体系的状况，并准备根据需要使用所有工具来保持其安全和稳健。”</blockquote></p><p>&#34;In addition, we are committed to learning the lessons from this episode, and to work to prevent episodes from events like this from happening again,&#34; he added.</p><p><blockquote>“此外，我们致力于从这一事件中吸取教训，并努力防止此类事件再次发生，”他补充道。</blockquote></p><p><h2>Regional bank issues means tighter credit conditions, Powell says</h2>Fed Chair Jerome Powell acknowledged that the issues in the banking system in recent weeks will create tighter credit conditions.</p><p><blockquote><h2>鲍威尔表示，地区银行问题意味着信贷条件收紧</h2>美联储主席杰罗姆·鲍威尔承认，最近几周银行系统的问题将造成更紧缩的信贷条件。</blockquote></p><p>&#34;We believe however that events in the banking system over the past two weeks are likely to result in tighter credit conditions for households and business, which would in turn result affect economic outcomes. It is too soon to determine the extent of these effects, and therefore too soon to determine how monetary policy should respond,&#34; Powell said.</p><p><blockquote>“然而，我们认为，过去两周银行体系发生的事件可能会导致家庭和企业的信贷条件收紧，进而影响经济结果。现在确定这些影响的程度还为时过早，因此现在确定货币政策应该如何应对还为时过早，”鲍威尔表示。</blockquote></p><p>He later compared the banking issues to additional rate hikes.</p><p><blockquote>他后来将银行业问题比作额外的加息。</blockquote></p><p><h2>Powell cautions that inflation fight &#39;has a long way to go&#39;</h2>Fed Chairman Jerome Powell warned that the central bank still has some distance to cover as it tries to bring down inflation to its longer-run goal.</p><p><blockquote><h2>鲍威尔警告称，对抗通胀“任重道远”</h2>美联储主席杰罗姆·鲍威尔警告称，美联储在试图将通胀降至长期目标时仍有一段路要走。</blockquote></p><p>&#34;The process of getting inflation back down to 2% has a long way to go and is likely to be bumpy,&#34; the central bank leader said at his post-meeting news conference.</p><p><blockquote>这位央行领导人在会后新闻发布会上表示：“将通胀率降至 2% 的过程还有很长的路要走，而且可能会很坎坷。”</blockquote></p><p>He noted some progress and also said the Fed will be assessing data and the impact of its rate hikes in deciding how to proceed with policy.</p><p><blockquote>他指出了一些进展，并表示美联储将评估数据和加息的影响，以决定如何实施政策。</blockquote></p><p>&#34;Inflation has moderated somewhat since the middle of last year, but the strength of these recent readings indicates that inflation pressures continue to run high,&#34; Powell said.</p><p><blockquote>鲍威尔表示：“自去年年中以来，通胀有所放缓，但最近数据的强劲表明通胀压力继续居高不下。”</blockquote></p><p><h2>Bank deposit flows have stabilized, Powell says</h2>The banking system is resilient and deposit flows are back on track, Federal Reserve Chair Jerome Powell said.</p><p><blockquote><h2>鲍威尔表示，银行存款流量已趋于稳定</h2>美联储主席杰罗姆·鲍威尔表示，银行体系具有弹性，存款流动已重回正轨。</blockquote></p><p>&#34;Deposit flows in the banking system have stabilized over the last week,&#34; he said.</p><p><blockquote>他说：“过去一周，银行体系的存款流量已趋于稳定。”</blockquote></p><p>Powell said the powerful actions taken by the Fed, Treasury Department and FDIC demonstrate that depositors&#39; savings and the banking system are safe.</p><p><blockquote>鲍威尔表示，美联储、财政部和联邦存款保险公司采取的有力行动表明储户储蓄和银行体系是安全的。</blockquote></p><p>The central bank is now undertaking a thorough internal review to see where it can strengthen supervision and regulation.</p><p><blockquote>央行现在正在进行彻底的内部审查，看看可以在哪些方面加强监督和监管。</blockquote></p><p><h2>Fed Chair Powell anticipates tighter credit conditions ahead, says “some additional policy firming may be appropriate”</h2>Federal Reserve Chair Jerome Powell noted that tighter credit conditions are likely ahead following turmoil in the regional banking sector.</p><p><blockquote><h2>美联储主席鲍威尔预计未来信贷条件将收紧，称 “一些额外的政策收紧可能是合适的”</h2>美联储主席杰罗姆·鲍威尔指出，在地区银行业动荡之后，信贷条件可能会收紧。</blockquote></p><p>&#34;We believe, however, that events in the banking system over the past two weeks are likely to result in tighter credit conditions for households and businesses, which would in turn affect economic outcomes,&#34; he said.</p><p><blockquote>“然而，我们认为，过去两周银行体系发生的事件可能会导致家庭和企业的信贷条件收紧，进而影响经济结果，”他表示。</blockquote></p><p>&#34;It is too soon to determine the extent of these effects, and therefore too soon to tell it how monetary policy should respond,&#34; Powell added. &#34;As a result, we no longer state that we anticipate that ongoing rate increases will be appropriate to quell inflation. Instead, we now anticipate that some additional policy firming may be appropriate.&#34;</p><p><blockquote>鲍威尔补充说：“现在确定这些影响的程度还为时过早，因此现在告诉它货币政策应该如何应对还为时过早。”“因此，我们不再表示我们预计持续加息将适合平息通胀。相反，我们现在预计一些额外的政策收紧可能是合适的。”</blockquote></p><p>The Fed will closely monitor incoming data and assess the actual and expected effects on tighter credit conditions on economic activity, the labor market and inflation in order to inform its policy decisions, Powell added. He said the Fed is &#34;strongly committed&#34; to returning inflation to its 2% objective.</p><p><blockquote>鲍威尔补充说，美联储将密切关注传入的数据，并评估收紧信贷条件对经济活动、劳动力市场和通胀的实际和预期影响，以便为其政策决策提供信息。他表示，美联储“坚定致力于”将通胀恢复到 2% 的目标。</blockquote></p><p><h2>Powell says committee considered a pause in light of the banking crisis</h2>Fed Chairman Jerome Powell said the rate-setting committee considered a pause in rate hikes in light of the banking crisis.</p><p><blockquote><h2>鲍威尔表示，鉴于银行业危机，委员会考虑暂停</h2>美联储主席杰罗姆·鲍威尔表示，鉴于银行业危机，利率制定委员会考虑暂停加息。</blockquote></p><p>&#34;We did consider that in the days running up to the meeting,&#34; Powell said in the press conference when asked about a pause.</p><p><blockquote>鲍威尔在新闻发布会上被问及暂停事宜时表示：“在会议前的几天里，我们确实考虑过这一点。”</blockquote></p><p>Powell said the reason for the very strong consensus for a rate hike resulted from the intermediate data on inflation and the labor market that came in stronger than expected before the recent events.</p><p><blockquote>鲍威尔表示，加息共识非常强烈的原因是通胀和劳动力市场的中期数据强于最近事件发生前的预期。</blockquote></p><p>&#34;We are committed to restoring price stability and all of the evidence says that the public has confidence that we will do so that will bring inflation down to 2% over time. It is important that we sustain that confidence with our actions, as well as our words,&#34; Powell said.</p><p><blockquote>“我们致力于恢复价格稳定，所有证据都表明公众有信心我们会这样做，随着时间的推移，这将使通胀率降至 2%。重要的是，我们要用行动和言语来维持这种信心，”鲍威尔说。</blockquote></p><p></p><p><h2>Fed Chair Powell on Silicon Valley Bank failure, &#39;How did this happen?&#39;</h2>At his press conference on Wednesday afternoon, Fed Chair Jerome Powell spoke about Silicon Valley Bank&#39;s failure.</p><p><blockquote><h2>美联储主席鲍威尔谈硅谷银行倒闭：“这是怎么发生的？”</h2>在周三下午的新闻发布会上，美联储主席杰罗姆·鲍威尔谈到了硅谷银行的倒闭。</blockquote></p><p><h2>Powell slams Silicon Valley Bank management over lack of supervision</h2>Federal Reserve Chair Jerome Powell said that management at Silicon Valley Bank &#34;failed badly,&#34; while exposing customers to &#34;significant liquidity risk and interest rate risk.&#34;</p><p><blockquote><h2>鲍威尔抨击硅谷银行管理层缺乏监管</h2>美联储主席杰罗姆·鲍威尔表示，硅谷银行的管理层“严重失败”，同时使客户面临“重大流动性风险和利率风险”。</blockquote></p><p>He added that stronger supervision and regulation is needed to prevent another string of bank collapses and deposit crisis.</p><p><blockquote>他补充说，需要加强监督和监管，以防止另一连串银行倒闭和存款危机。</blockquote></p><p>&#34;My only interest is that we identify what went wrong here,&#34; Powell said.</p><p><blockquote>“我唯一感兴趣的是我们找出这里出了什么问题，”鲍威尔说。</blockquote></p><p><h2>The market is getting it wrong by predicting rate cuts this year, says Powell</h2>The market is getting it wrong if it expects rate cuts later this year, said Federal Reserve Chair Jerome Powell.</p><p><blockquote><h2>鲍威尔表示，市场预测今年降息是错误的</h2>美联储主席杰罗姆·鲍威尔表示，如果市场预期今年晚些时候降息，那就大错特错了。</blockquote></p><p>He highlighted the fact that the central bank&#39;s summary of economic projections published Wednesday anticipates slow growth, a gradual decline in inflation and the rebalancing of both supply and demand within the labor market.</p><p><blockquote>他强调，央行周三发布的经济预测摘要预计增长缓慢，通胀逐渐下降，劳动力市场供需重新平衡。</blockquote></p><p>&#34;In that most likely case, if that happens, participants don&#39;t see rate cuts this year,&#34; he said.</p><p><blockquote>“在最有可能的情况下，如果发生这种情况，参与者今年不会看到降息，”他说。</blockquote></p><p>Powell added that what lies ahead for the economy may be &#34;uncertain&#34; but rate hikes are not currently in the central bank&#39;s &#34;baseline expectation.&#34;</p><p><blockquote>鲍威尔补充说，经济前景可能“不确定”，但加息目前不在央行的“基线预期”之内。</blockquote></p><p><h2>If the Fed needs to raise rates higher, it will, Powell says</h2>Fed Chairman Jerome Powell said the central bank will conduct more rate hikes if it needs to in order to fight inflation.</p><p><blockquote><h2>鲍威尔表示，如果美联储需要提高利率，它会的</h2>美联储主席杰罗姆·鲍威尔表示，如有必要，央行将进一步加息以对抗通胀。</blockquote></p><p>&#34;If we need to raise rates higher, we will,&#34; Powell said in the press conference. &#34;I think for now, though ...we see the likelihood of credit tightening. We know that that can have an effect on the macro economy.&#34;</p><p><blockquote>鲍威尔在新闻发布会上表示：“如果我们需要提高利率，我们会的。”“不过，我认为目前……我们看到了信贷收紧的可能性。我们知道这可能会对宏观经济产生影响。”</blockquote></p><p>The chairman said the Fed will also watch inflation and the labor market closely.</p><p><blockquote>主席表示，美联储还将密切关注通胀和劳动力市场。</blockquote></p><p>&#34;Of course, we will eventually get to tight enough policy to bring inflation down to 2%,&#34; Powell said.</p><p><blockquote>鲍威尔表示：“当然，我们最终将采取足够紧缩的政策，将通胀率降至 2%。”</blockquote></p><p><h2>Fed, other regulators will use &#39;tools&#39; to protect depositors, Powell says</h2>Fed Chair Jerome Powell tried to assure Americans that their bank deposits will be kept safe, but stopped short of saying explicitly that even uninsured deposits will be backstopped by federal officials.</p><p><blockquote><h2>鲍威尔表示，美联储和其他监管机构将使用“工具”来保护储户</h2>美联储主席杰罗姆·鲍威尔试图向美国人保证，他们的银行存款将得到保护，但没有明确表示，即使是未投保的存款也将得到联邦官员的支持。</blockquote></p><p>&#34;What I&#39;m saying is you&#39;ve seen that we have the tools to protect depositors when there is a threat of serious harm to the economy or to the financial system, and we&#39;re prepared to use those tools. I think depositors should assume that their deposits are safe,&#34; he said.</p><p><blockquote>“我想说的是，你们已经看到，当经济或金融体系面临严重损害威胁时，我们拥有保护储户的工具，而且我们准备使用这些工具。我认为储户应该假设他们的存款是安全的，”他说。</blockquote></p><p><h2>There&#39;s still a &#39;pathway&#39; to a soft landing, Fed Chair Powell says</h2>Federal Reserve Chair Jerome Powell said it&#39;s &#34;too early&#34; to say what effect the banking crisis will have, but the central bank leader expects a pathway &#34;still exists&#34; to a soft landing.</p><p><blockquote><h2>美联储主席鲍威尔表示，软着陆仍有“途径”</h2>美联储主席杰罗姆·鲍威尔表示，现在说银行业危机将产生什么影响“还为时过早”，但这位央行领导人预计软着陆的途径“仍然存在”。</blockquote></p><p>&#34;It&#39;s too early to say, really, whether these events have had much of an effect,&#34; said Powell, adding that credit standards and credit availability will be affected the longer the banking crisis continues.</p><p><blockquote>鲍威尔表示：“现在说这些事件是否产生了很大影响还为时过早。”他补充说，银行业危机持续的时间越长，信贷标准和信贷可用性就会受到影响。</blockquote></p><p>&#34;I do still think though that there&#39;s, there&#39;s a pathway to [a soft landing],&#34; he added, saying &#34;I think that pathway still exists, and, you know, we&#39;re certainly trying to find it.&#34;</p><p><blockquote>“我仍然认为，尽管如此，还是有一条通往[软着陆]的途径，”他补充道，“我认为这条途径仍然存在，而且，你知道，我们肯定正在努力寻找它。”</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151598224","content_text":"The Federal Reserve raised interest rates by 25 basis points, or a quarter of a percentage point. The move brings the benchmark funds rate to a range of 4.75% to 5%. In the wake of recent turmoil for regional banks, Chair Jerome Powell assured the public that the Fed will use \"all of our tools\" to keep the banking system safe.Fed will use 'all of our tools' to keep banking system safe, Chair Jerome Powell saysFederal Reserve Chair Jerome Powell said the central bank will use all its tools to safeguard the banking system.\"Our banking system is sound and resilient, with strong capital and liquidity. We will continue to closely monitor conditions in the banking system and are prepared to use all of our tools as needed to keep it safe and sound,\" Powell said.\"In addition, we are committed to learning the lessons from this episode, and to work to prevent episodes from events like this from happening again,\" he added.Regional bank issues means tighter credit conditions, Powell saysFed Chair Jerome Powell acknowledged that the issues in the banking system in recent weeks will create tighter credit conditions.\"We believe however that events in the banking system over the past two weeks are likely to result in tighter credit conditions for households and business, which would in turn result affect economic outcomes. It is too soon to determine the extent of these effects, and therefore too soon to determine how monetary policy should respond,\" Powell said.He later compared the banking issues to additional rate hikes.Powell cautions that inflation fight 'has a long way to go'Fed Chairman Jerome Powell warned that the central bank still has some distance to cover as it tries to bring down inflation to its longer-run goal.\"The process of getting inflation back down to 2% has a long way to go and is likely to be bumpy,\" the central bank leader said at his post-meeting news conference.He noted some progress and also said the Fed will be assessing data and the impact of its rate hikes in deciding how to proceed with policy.\"Inflation has moderated somewhat since the middle of last year, but the strength of these recent readings indicates that inflation pressures continue to run high,\" Powell said.Bank deposit flows have stabilized, Powell saysThe banking system is resilient and deposit flows are back on track, Federal Reserve Chair Jerome Powell said.\"Deposit flows in the banking system have stabilized over the last week,\" he said.Powell said the powerful actions taken by the Fed, Treasury Department and FDIC demonstrate that depositors' savings and the banking system are safe.The central bank is now undertaking a thorough internal review to see where it can strengthen supervision and regulation.Fed Chair Powell anticipates tighter credit conditions ahead, says “some additional policy firming may be appropriate”Federal Reserve Chair Jerome Powell noted that tighter credit conditions are likely ahead following turmoil in the regional banking sector.\"We believe, however, that events in the banking system over the past two weeks are likely to result in tighter credit conditions for households and businesses, which would in turn affect economic outcomes,\" he said.\"It is too soon to determine the extent of these effects, and therefore too soon to tell it how monetary policy should respond,\" Powell added. \"As a result, we no longer state that we anticipate that ongoing rate increases will be appropriate to quell inflation. Instead, we now anticipate that some additional policy firming may be appropriate.\"The Fed will closely monitor incoming data and assess the actual and expected effects on tighter credit conditions on economic activity, the labor market and inflation in order to inform its policy decisions, Powell added. He said the Fed is \"strongly committed\" to returning inflation to its 2% objective.Powell says committee considered a pause in light of the banking crisisFed Chairman Jerome Powell said the rate-setting committee considered a pause in rate hikes in light of the banking crisis.\"We did consider that in the days running up to the meeting,\" Powell said in the press conference when asked about a pause.Powell said the reason for the very strong consensus for a rate hike resulted from the intermediate data on inflation and the labor market that came in stronger than expected before the recent events.\"We are committed to restoring price stability and all of the evidence says that the public has confidence that we will do so that will bring inflation down to 2% over time. It is important that we sustain that confidence with our actions, as well as our words,\" Powell said.Fed Chair Powell on Silicon Valley Bank failure, 'How did this happen?'At his press conference on Wednesday afternoon, Fed Chair Jerome Powell spoke about Silicon Valley Bank's failure.Powell slams Silicon Valley Bank management over lack of supervisionFederal Reserve Chair Jerome Powell said that management at Silicon Valley Bank \"failed badly,\" while exposing customers to \"significant liquidity risk and interest rate risk.\"He added that stronger supervision and regulation is needed to prevent another string of bank collapses and deposit crisis.\"My only interest is that we identify what went wrong here,\" Powell said.The market is getting it wrong by predicting rate cuts this year, says PowellThe market is getting it wrong if it expects rate cuts later this year, said Federal Reserve Chair Jerome Powell.He highlighted the fact that the central bank's summary of economic projections published Wednesday anticipates slow growth, a gradual decline in inflation and the rebalancing of both supply and demand within the labor market.\"In that most likely case, if that happens, participants don't see rate cuts this year,\" he said.Powell added that what lies ahead for the economy may be \"uncertain\" but rate hikes are not currently in the central bank's \"baseline expectation.\"If the Fed needs to raise rates higher, it will, Powell saysFed Chairman Jerome Powell said the central bank will conduct more rate hikes if it needs to in order to fight inflation.\"If we need to raise rates higher, we will,\" Powell said in the press conference. \"I think for now, though ...we see the likelihood of credit tightening. We know that that can have an effect on the macro economy.\"The chairman said the Fed will also watch inflation and the labor market closely.\"Of course, we will eventually get to tight enough policy to bring inflation down to 2%,\" Powell said.Fed, other regulators will use 'tools' to protect depositors, Powell saysFed Chair Jerome Powell tried to assure Americans that their bank deposits will be kept safe, but stopped short of saying explicitly that even uninsured deposits will be backstopped by federal officials.\"What I'm saying is you've seen that we have the tools to protect depositors when there is a threat of serious harm to the economy or to the financial system, and we're prepared to use those tools. I think depositors should assume that their deposits are safe,\" he said.There's still a 'pathway' to a soft landing, Fed Chair Powell saysFederal Reserve Chair Jerome Powell said it's \"too early\" to say what effect the banking crisis will have, but the central bank leader expects a pathway \"still exists\" to a soft landing.\"It's too early to say, really, whether these events have had much of an effect,\" said Powell, adding that credit standards and credit availability will be affected the longer the banking crisis continues.\"I do still think though that there's, there's a pathway to [a soft landing],\" he added, saying \"I think that pathway still exists, and, you know, we're certainly trying to find it.\"","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":444284150730976,"gmtCreate":1749489433683,"gmtModify":1749493279948,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 这公司的一些董监高，真是蛀虫！该拉出去毙了","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 这公司的一些董监高，真是蛀虫！该拉出去毙了","text":"$Unity Software Inc.(U)$ 这公司的一些董监高，真是蛀虫！该拉出去毙了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/444284150730976","isVote":1,"tweetType":1,"viewCount":5170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316832074895584,"gmtCreate":1718390713609,"gmtModify":1718390714918,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？","text":"$Unity Software Inc.(U)$ 每天成交量不缩，股价持续阴跌！谁在买，又是谁在卖？持有股票的无一获利，基本面有那么差？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/316832074895584","isVote":1,"tweetType":1,"viewCount":6582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空的星星","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":8,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"10不能再多，ue引擎生猛的很，unity没有任何优势，加上公司高管狗血，离场","text":"10不能再多，ue引擎生猛的很，unity没有任何优势，加上公司高管狗血，离场","html":"10不能再多，ue引擎生猛的很，unity没有任何优势，加上公司高管狗血，离场"},{"author":{"id":"3494416600762358","authorId":"3494416600762358","name":"虎虎生威008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3494416600762358","authorIdStr":"3494416600762358"},"content":"小白也有这个问题：为啥可以一直单向的跌呢？如果没人卖出也不能无限做空吧","text":"小白也有这个问题：为啥可以一直单向的跌呢？如果没人卖出也不能无限做空吧","html":"小白也有这个问题：为啥可以一直单向的跌呢？如果没人卖出也不能无限做空吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390408597848096,"gmtCreate":1736346490355,"gmtModify":1736347044177,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！","text":"$Unity Software Inc.(U)$ 这群减持的董事就是U的蛀虫！挺好一个公司被他们蛀烂了，开始卖股票！一群垃圾！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390408597848096","isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/a853dee41408bff6e6595b04b4887f94","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440897161812160","authorIdStr":"3440897161812160"},"content":"U原来的CEO是个科技大牛 后来跑路了 股价就一直跌","text":"U原来的CEO是个科技大牛 后来跑路了 股价就一直跌","html":"U原来的CEO是个科技大牛 后来跑路了 股价就一直跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650723732,"gmtCreate":1679526180227,"gmtModify":1679526184086,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊","listText":"万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊","text":"万恶之源莫过于Powell，印那么多钱，归根结底就是为了Old monney割韭菜。韭菜硬了，伤到镰刀了，还要喊喊喊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/650723732","repostId":"1143226275","repostType":2,"repost":{"id":"1143226275","kind":"news","pubTimestamp":1679508028,"share":"https://www.laohunote.com/m/news/1143226275?lang=zh_CN&edition=full","pubTime":"2023-03-23 02:00","market":"other","language":"zh","title":"美联储如期加息25个基点，决议声明暗示加息周期接近尾声","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226275","media":"华尔街见闻","summary":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，","content":"<html><head></head><body><blockquote><b>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。</b></blockquote><p>3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。</p><p>这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。</p><p>备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。<b>有分析称，这份决议声明暗示加息周期接近尾声，</b>声明写到：</p><blockquote>“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”</blockquote><p>该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。</p><p>在回应近期银行业危机时，声明提到：</p><blockquote>“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”</blockquote><p>一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：</p><blockquote>预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。</blockquote><blockquote>预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。</blockquote><blockquote>预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。</blockquote><blockquote>预计长期联邦基金利率预期为2.5%，12月份料为2.5%。</blockquote><blockquote><b>有分析指出，这说明今年美联储仅有空间再加息一次。</b></blockquote><blockquote><img src=\"https://static.tigerbbs.com/111fab0d5436ee43c3c7b28950d9fe85\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><p>在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：</p><blockquote>美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。</blockquote><blockquote>下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。</blockquote><blockquote>上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。</blockquote><blockquote>维持更长周期的美国GDP增幅预期在1.8%。</blockquote><p>同时，美联储进一步上调美国今年通胀率预期：</p><blockquote>美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。</blockquote><blockquote>2024年PCE通胀预期2.5%，与12月份持平。</blockquote><blockquote>2025年PCE通胀预期2.1%，与12月份持平</blockquote><blockquote>维持更长周期的PCE通胀预期在2.0%不变。</blockquote><p>数据公布后，美股三大股指走高。<img src=\"https://static.tigerbbs.com/a947c5009c6cfab63e04a0e2564db35e\" tg-width=\"958\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","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>美联储如期加息25个基点，决议声明暗示加息周期接近尾声</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美联储如期加息25个基点，决议声明暗示加息周期接近尾声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 02:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684674\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3684674","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143226275","content_text":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。有分析称，这份决议声明暗示加息周期接近尾声，声明写到：“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。在回应近期银行业危机时，声明提到：“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。预计长期联邦基金利率预期为2.5%，12月份料为2.5%。有分析指出，这说明今年美联储仅有空间再加息一次。在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。维持更长周期的美国GDP增幅预期在1.8%。同时，美联储进一步上调美国今年通胀率预期：美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。2024年PCE通胀预期2.5%，与12月份持平。2025年PCE通胀预期2.1%，与12月份持平维持更长周期的PCE通胀预期在2.0%不变。数据公布后，美股三大股指走高。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":6883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464783970521256,"gmtCreate":1754497537301,"gmtModify":1754497538492,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 还有这种走势，活久见！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 还有这种走势，活久见！","text":"$Unity Software Inc.(U)$ 还有这种走势，活久见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464783970521256","isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316507118915832,"gmtCreate":1718299908652,"gmtModify":1718315111854,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 垃圾中的战斗机！一把好牌打的稀巴烂！","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> 垃圾中的战斗机！一把好牌打的稀巴烂！","text":"$Unity Software Inc.(U)$ 垃圾中的战斗机！一把好牌打的稀巴烂！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316507118915832","isVote":1,"tweetType":1,"viewCount":3350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497081008431264,"gmtCreate":1762381033064,"gmtModify":1762381035178,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！","text":"$特斯拉(TSLA)$ 我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/497081008431264","isVote":1,"tweetType":1,"viewCount":8374,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575706957619671","authorId":"3575706957619671","name":"SleepingSun007","avatar":"https://static.tigerbbs.com/19997acad19d3d7ce12054f9f30db9be","crmLevel":5,"crmLevelSwitch":0,"idStr":"3575706957619671","authorIdStr":"3575706957619671"},"content":"已经改口了 支持 一堆散户把他电话打爆了","text":"已经改口了 支持 一堆散户把他电话打爆了","html":"已经改口了 支持 一堆散户把他电话打爆了"},{"author":{"id":"4183080358976112","authorId":"4183080358976112","name":"baseniori","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4183080358976112","authorIdStr":"4183080358976112"},"content":"一群人，被抢劫了，还在开心得替人家数钱。","text":"一群人，被抢劫了，还在开心得替人家数钱。","html":"一群人，被抢劫了，还在开心得替人家数钱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402225663602920,"gmtCreate":1739218238967,"gmtModify":1739221196253,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 垃圾中的垃圾[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a>&nbsp; 垃圾中的垃圾[流泪]&nbsp;&nbsp;","text":"$Unity Software Inc.(U)$ 垃圾中的垃圾[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402225663602920","isVote":1,"tweetType":1,"viewCount":4354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空的星星","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":8,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"被咆哮的小猫碰过的都会变成垃圾","text":"被咆哮的小猫碰过的都会变成垃圾","html":"被咆哮的小猫碰过的都会变成垃圾"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916825113,"gmtCreate":1579323417432,"gmtModify":1704339656157,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512215775135523","authorIdStr":"3512215775135523"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>如果你相信未来的世界是人工智能的世界，想想什么是核心资产？从特斯拉汽车自动驾驶的实现，到脑机接口、一个芯片可以解决神经元变你变的小超人一样，海量存储、互联海量信息、记忆变的无比从容、精通世界语言而不用再去每天背单词，如果觉得这一切都还是梦想的话，可能已经离我们越来越近。当这一切已不是梦想，而是即将梦想成真，未来已来时，仔细思考中芯国际的价值，结合5G的妙传的实现，想想千亿的定价是高估吗？14纳米制程的实现是质变，这个质变决定未来它是最有希望实现中国梦的！5纳米、2纳米也许仅是起点，技术无止境，但无疑这是中国未来高科技的希望，加速追赶是必然趋势，再去看看台积电、三星的市值，先进制程的巨额投入，当我们的芯片板块风起云涌时，从资金敏感性的角度看，我们是不是也是落后的呢？成熟资本市场都可以给市梦率的投资标的，我们还在拿PE、PB来估计它的合理价值，看看国家为什么砸几百亿美元投全产业链，一条生产线百亿美元的投资，我们的股票是不是太理性了？最后，祝所有投资者梦想成真！","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>如果你相信未来的世界是人工智能的世界，想想什么是核心资产？从特斯拉汽车自动驾驶的实现，到脑机接口、一个芯片可以解决神经元变你变的小超人一样，海量存储、互联海量信息、记忆变的无比从容、精通世界语言而不用再去每天背单词，如果觉得这一切都还是梦想的话，可能已经离我们越来越近。当这一切已不是梦想，而是即将梦想成真，未来已来时，仔细思考中芯国际的价值，结合5G的妙传的实现，想想千亿的定价是高估吗？14纳米制程的实现是质变，这个质变决定未来它是最有希望实现中国梦的！5纳米、2纳米也许仅是起点，技术无止境，但无疑这是中国未来高科技的希望，加速追赶是必然趋势，再去看看台积电、三星的市值，先进制程的巨额投入，当我们的芯片板块风起云涌时，从资金敏感性的角度看，我们是不是也是落后的呢？成熟资本市场都可以给市梦率的投资标的，我们还在拿PE、PB来估计它的合理价值，看看国家为什么砸几百亿美元投全产业链，一条生产线百亿美元的投资，我们的股票是不是太理性了？最后，祝所有投资者梦想成真！","text":"$中芯国际(00981)$如果你相信未来的世界是人工智能的世界，想想什么是核心资产？从特斯拉汽车自动驾驶的实现，到脑机接口、一个芯片可以解决神经元变你变的小超人一样，海量存储、互联海量信息、记忆变的无比从容、精通世界语言而不用再去每天背单词，如果觉得这一切都还是梦想的话，可能已经离我们越来越近。当这一切已不是梦想，而是即将梦想成真，未来已来时，仔细思考中芯国际的价值，结合5G的妙传的实现，想想千亿的定价是高估吗？14纳米制程的实现是质变，这个质变决定未来它是最有希望实现中国梦的！5纳米、2纳米也许仅是起点，技术无止境，但无疑这是中国未来高科技的希望，加速追赶是必然趋势，再去看看台积电、三星的市值，先进制程的巨额投入，当我们的芯片板块风起云涌时，从资金敏感性的角度看，我们是不是也是落后的呢？成熟资本市场都可以给市梦率的投资标的，我们还在拿PE、PB来估计它的合理价值，看看国家为什么砸几百亿美元投全产业链，一条生产线百亿美元的投资，我们的股票是不是太理性了？最后，祝所有投资者梦想成真！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/916825113","isVote":1,"tweetType":1,"viewCount":6906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}