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椒盐大虾
2024-07-13
不信,估计又是老登忽悠人的消息
美国总统拜登:以色列和哈马斯同意了停火框架
椒盐大虾
2022-09-16
$白银主连 2212(SImain)$
为什么银子对黄金最近一直跟涨不跟跌?🤔
椒盐大虾
2022-06-13
$黄金主连 2208(GCmain)$
4小时和日线级别喇叭口形态形成,对多头来说不是好事,CPI破前高,有可能周四fomc黄金会下破1825到更低,再反弹
椒盐大虾
2022-06-13
$微型2年美债收益率主连 2206(2YYmain)$
和十年期又倒挂了…搞不好了[笑哭]
椒盐大虾
2022-05-24
$黄金主连 2206(GCmain)$
非常强势的上升收敛三角形整理,MACD和RSI 二段顶背离 应该快出现比较像样的回调了
椒盐大虾
2022-05-21
$黄金主连 2206(GCmain)$
股市狂跌,黄金跟涨不跟跌,棺材盖又要压不住了😆
椒盐大虾
2022-05-19
$黄金主连 2206(GCmain)$
此时此刻,要说一句,流动性危机又怎么了,黄金的棺材盖要压不住了[梭哈]
椒盐大虾
2022-01-11
$NQ100指数主连 2203(NQmain)$
当心今晚几个票委嘴炮又给他砸下来
椒盐大虾
2021-11-23
$黄金主连 2112(GCmain)$
$白银主连 2107(SImain)$
我不是做短线日内交易的,而是做中长线基本面交易的,上周的满天飞的美联储嘴炮+昨天的鲍威尔连任的事件,在我看来只是因为前一周黄金暴涨带来的又一次 MGDT资本联合美联储消息对黄金的打压行为,打压的越狠实际表现的越是内心对黄金的恐惧……我原本认为缩债落地,到美联储态度转鹰之间是一个可以做多贵金属的窗口期,预计最早明年7月加息,美联储态度转鹰的时间起码也要到22年2月的样子,再退一步,至少下个月FOMC(12月14-15号)之前应该是安全的,没想到这变脸会变的那么快……实在是险恶……但是就算你现在变脸了……你还能做什么?难道下个月就开始加息?可能么?那这次的凶相毕露的效果顶多1-2周就会被市场price in…后面怎么走,还会有新的招数么?难道未来的半年一直鹰派叫嚣却一直没有实际行动么?不知道大家对未来中短期黄金的走法怎么看[思考]
椒盐大虾
2021-07-15
$A50指数主连 2107(CNmain)$
今天大概率可以放量反转了,主要是银行保险拉的,但愿别又是一日游行情[白眼]
椒盐大虾
2021-07-01
$玉米主连 2112(ZCmain)$
这是突然发什么了什么?[疑问]
椒盐大虾
2021-05-27
[喷血]
抱歉,原内容已删除
椒盐大虾
2021-05-18
$小玉米主连(XCmain)$
感觉要头肩顶了
椒盐大虾
2021-05-11
$NQ100指数主连(NQmain)$
半年线抄底一手短线乐乐[开心]
椒盐大虾
2021-04-29
$黄金主连(GCmain)$
9点砸盘…国内干的?
椒盐大虾
2020-12-19
马后炮文章,误导大众。百度已经短期到顶了,就算看好也要回调再补ark过去几周一直在出特斯拉,昨晚入sp500也是利好出尽,逼着被动基金接盘,就算长期看好也要等回调再买
抱歉,原内容已删除
椒盐大虾
2020-12-19
上周说刺激计划差不多成了,前天晚上懂王又跳出来说有望24-48小时内落实刺激计划,嘿嘿,俺就知道这事要出幺蛾子,不会那么太平,所以空仓过周末[笑哭]
抱歉,原内容已删除
椒盐大虾
2020-08-09
国内大多数甲方领导还是官僚化的思想,他们只想付saas的价格,却想得到定制的服务。另外他们不明白越是零活的软件,内部实现逻辑越复杂,对使用者的要求越高,而甲方的想法是我花了那么多钱,你还要我动脑筋?
抱歉,原内容已删除
椒盐大虾
2020-08-07
$白银主连(SImain)$
投资白银新策略,每天晚上睡前设定好止损,安心入睡………… 直到某一天止损策略被触发[眼眼]
椒盐大虾
2020-07-29
$白银主连(SImain)$
经历暴涨,昨天一个超大十字星,分歧严重,昨晚外盘也没拉上去,今天上午上攻乏力,理性上分析,应该回调一下了,上帝保佑……[汗颜] 白银大牛市只是开始,相比黄金,本次暴涨只是让白银引起了关注,未来1-2年,保守估计可以看到50,再高也不是不可能,得看黄金和金银比……但是得注意未来是否会再次出现3月那种货币市场流动性风险造成的暴跌,平时得养成关注各类利差曲线的习惯[正经]
去老虎APP查看更多动态
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00:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统拜登在社交媒体上发帖称以色列和哈马斯同意停火框架。</p><p>他表示,六个星期前制定了一个实现停火并将人质带回家的全面框架。他仍然有工作要做,并且这些问题很复杂,但现在以色列和哈马斯都同意了这个框架。团队正在取得进展,决心完成这项工作。</p><p>行情方面,美股三大指数维持涨势,WTI油价快速走低,由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/718119ee43dfec688f054a41c136458a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be1f2064b1def89283b4efa9b8ac4586","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128185120","content_text":"美国总统拜登在社交媒体上发帖称以色列和哈马斯同意停火框架。他表示,六个星期前制定了一个实现停火并将人质带回家的全面框架。他仍然有工作要做,并且这些问题很复杂,但现在以色列和哈马斯都同意了这个框架。团队正在取得进展,决心完成这项工作。行情方面,美股三大指数维持涨势,WTI油价快速走低,由涨转跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663513853,"gmtCreate":1663259329972,"gmtModify":1663259331613,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"<a 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","text":"[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132768709","repostId":"1198363374","repostType":4,"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"125194940475664","authorId":"125194940475664","name":"独立分析师","avatar":"https://static.laohu8.com/80756a3bdeb5c29a5cc7e822601b2183","crmLevel":2,"crmLevelSwitch":0,"idStr":"125194940475664","authorIdStr":"125194940475664"},"content":"欢迎,美股的股票池主要有四个:rblx,znga,snap和康特科技,我一直在跟踪,目前持有rblx和znga。欢迎跟帖提问咨询和分析经验。","text":"欢迎,美股的股票池主要有四个:rblx,znga,snap和康特科技,我一直在跟踪,目前持有rblx和znga。欢迎跟帖提问咨询和分析经验。","html":"欢迎,美股的股票池主要有四个:rblx,znga,snap和康特科技,我一直在跟踪,目前持有rblx和znga。欢迎跟帖提问咨询和分析经验。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397760511,"gmtCreate":1608350638233,"gmtModify":1703734841814,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"上周说刺激计划差不多成了,前天晚上懂王又跳出来说有望24-48小时内落实刺激计划,嘿嘿,俺就知道这事要出幺蛾子,不会那么太平,所以空仓过周末[笑哭] ","listText":"上周说刺激计划差不多成了,前天晚上懂王又跳出来说有望24-48小时内落实刺激计划,嘿嘿,俺就知道这事要出幺蛾子,不会那么太平,所以空仓过周末[笑哭] ","text":"上周说刺激计划差不多成了,前天晚上懂王又跳出来说有望24-48小时内落实刺激计划,嘿嘿,俺就知道这事要出幺蛾子,不会那么太平,所以空仓过周末[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397760511","repostId":"1167008907","repostType":4,"repost":{"id":"1167008907","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1608337695,"share":"https://www.laohu8.com/m/news/1167008907?lang=&edition=full","pubTime":"2020-12-19 08:28","market":"us","language":"zh","title":"外媒头条:美联储为华尔街银行股票回购开绿灯","url":"https://stock-news.laohu8.com/highlight/detail?id=1167008907","media":"老虎资讯综合","summary":"彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定路透社:新刺激带来的兴奋降温 美股回落 特斯拉逆市创新高华尔街日报:美国众议院通过为期两日的临时支出议案CNBC:美联储允","content":"<blockquote><b>彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定</b></blockquote><blockquote><b>路透社:新刺激带来的兴奋降温 美股回落 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>逆市创新高</b></blockquote><blockquote><b>华尔街日报:美国众议院通过为期两日的临时支出议案</b></blockquote><blockquote><b>CNBC:美联储允许大银行在一定条件下恢复股票回购</b></blockquote><blockquote><b>金融时报:美国将<a href=\"https://laohu8.com/S/00981\">中芯国际</a>和大疆加入限制出口名单</b></blockquote><p><b>彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定</b></p><p><img src=\"https://static.tigerbbs.com/fc98fb20e52e437bd58e8261632caee7\" tg-width=\"936\" tg-height=\"206\"></p><p>一些美国共和党的议员提出,限制美联储使用疫情危机期间推出的贷款工具,这一要求让两党就新一轮抗疫救助方案进行的磋商面临脱离正轨的威胁。</p><p>共和党参议员Pat Toomey希望,在抗议救助的议案中加入条款,禁止美联储重新启用五个定于今年末到期的紧急贷款项目,并禁止联储今后设立类似的项目。</p><p>议员们希望将抗疫救助案附加在避免联邦政府周六凌晨关门的政府融资案中。民主党的国会助理称,有关美联储贷款能力的争议目前成为阻碍两党达成抗议救助协议的最大问题。</p><p>虽然Toomey说,禁用紧急贷款项目的措辞将只会影响一小部分美联储的工具,但民主党的国会议员指责共和党人,这样的规定是企图打击将要上任的拜登政府。</p><p>拜登提名任白宫国家经济委员会主任的Brain Deese发布声明称,抗疫救助方案“不应纳入妨害财政部和美联储抵御经济危机能力的不必要条款。”</p><p><b>路透社:新刺激带来的兴奋降温 美股回落 特斯拉逆市创新高</b></p><p><img src=\"https://static.tigerbbs.com/0ad60397b50e348428b12202f7071fa5\" tg-width=\"936\" tg-height=\"884\"></p><p>美国国会看来越来越不可能本周达成新一轮财政刺激的协议,因为新刺激的不确定性,三大美国股指周五跌落纪录高位,道指收跌124.32点,跌幅0.41%,标普500和纳指分别收跌0.34%和0.07%,周四它们都创收盘新高。</p><p>但下周一将被纳入标普500的特斯拉周五逆市上涨,收涨近6%,再度收创新高。特斯拉下周将成为最高市值的新进标普500成份股,其周五的成交量很高。</p><p>Ally Invest的首席投资策略师Lindsey Bell评论称,周五我们看到了特斯拉这只个股非常高的成交量,这是因为各种ETF和共同基金都赶在指数调整前做好准备,以免标普500纳入特斯拉后可能追踪该股指的表现出错,希望尽量接近正确的价格。</p><p><b>华尔街日报:美国众议院通过为期两日的临时支出议案</b></p><p><img src=\"https://static.tigerbbs.com/9fb133e2191097d576aa6a987ceee349\" tg-width=\"936\" tg-height=\"746\"></p><p>美东时间周五晚间,美国众议院通过了一项为期两日的临时政府支出议案,将政府运转资金的截止期推迟到12月20日,试图避免美国联邦政府从周六起因失去融资被迫停摆。议案已经递交参议院,目前尚不清楚参议院会不会封杀这一短期支出案。</p><p>美国国会领袖以通过附加抗疫救助方案的大范围政府支出议案为目标,正在就救助方案进行磋商,本周五还在努力试图化解阻碍方案的最后一些分歧,包括美联储紧急贷款能力的问题。从直到周五下午的形势看,抗疫救助方案不会在政府关门截止期以前敲定。</p><p><b>CNBC:美联储允许大银行在一定条件下恢复股票回购</b></p><p><img src=\"https://static.tigerbbs.com/49998e55412e35358fb90ed97c3b35a4\" tg-width=\"936\" tg-height=\"231\"></p><p>美联储周五盘后宣布压力测试结果,决定明年一季度允许美国的大银行在一定条件下恢复回购股票,股票分红仍然继续受限制。一季度这些银行股票回购和股息的总规模不得超过截至当季的最近四个季度各自平均季盈利。</p><p>股票回购通常在银行业对股东的资本回报中占约70%。美联储试图保证银行拥有应对意外亏损的足够资金保障,上述决定并未彻底放开联储对银行的限制,但它显示,联储官员对美国大银行今年内累积的资本规模越来越感到满意。</p><p>美联储负责金融监管的副主席Randal Quarles称,联储对银行的资本限制措施正在发挥作用。周五公布的压力测试结果确认了,即使在未来经济严重恶化时,大银行也可能继续给家庭和企业提供贷款。</p><p>在美联储公布压力测试结果后不久,美国资产规模最大的银行<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>宣布,其董事会批准了始于明年的300亿美元股票回购计划。</p><p>银行股盘后走高。摩根大通涨超5%,<a href=\"https://laohu8.com/S/GS\">高盛</a>涨超4%,<a href=\"https://laohu8.com/S/WFC\">富国银行</a>涨逾3%。</p><p><b>金融时报:美国将<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和大疆加入限制出口名单</b></p><p><img src=\"https://static.tigerbbs.com/90a0270047eeb755626e71144ad36458\" tg-width=\"936\" tg-height=\"650\"></p><p>美国商务部周五公布,将60家中国企业和机构纳入其“实体名单”,其中包括中国最大芯片生产商中芯国际(SMIC)、全球最大无人机生产商大疆创新、北京理工大学、<a href=\"https://laohu8.com/S/601800\">中国交建</a>、十几家和<a href=\"https://laohu8.com/S/600150\">中国船舶</a>集团有关的科研机构。这意味着,美国企业若要向这些名单中的出售设备和技术,需要先获得美国政府的许可。</p><p>商务部官员称,纳入SMIC是因为担心其生产的芯片用于供应军方的产品。纳入大疆是因为其产品被用于海外一些地区侵犯人权的行为。</p><p>特朗普政府将SMIC和大疆纳入限制出口的黑名单,令拜登入主白宫前中美关系更加紧张。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条:美联储为华尔街银行股票回购开绿灯</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条:美联储为华尔街银行股票回购开绿灯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-19 08:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定</b></blockquote><blockquote><b>路透社:新刺激带来的兴奋降温 美股回落 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>逆市创新高</b></blockquote><blockquote><b>华尔街日报:美国众议院通过为期两日的临时支出议案</b></blockquote><blockquote><b>CNBC:美联储允许大银行在一定条件下恢复股票回购</b></blockquote><blockquote><b>金融时报:美国将<a href=\"https://laohu8.com/S/00981\">中芯国际</a>和大疆加入限制出口名单</b></blockquote><p><b>彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定</b></p><p><img src=\"https://static.tigerbbs.com/fc98fb20e52e437bd58e8261632caee7\" tg-width=\"936\" tg-height=\"206\"></p><p>一些美国共和党的议员提出,限制美联储使用疫情危机期间推出的贷款工具,这一要求让两党就新一轮抗疫救助方案进行的磋商面临脱离正轨的威胁。</p><p>共和党参议员Pat Toomey希望,在抗议救助的议案中加入条款,禁止美联储重新启用五个定于今年末到期的紧急贷款项目,并禁止联储今后设立类似的项目。</p><p>议员们希望将抗疫救助案附加在避免联邦政府周六凌晨关门的政府融资案中。民主党的国会助理称,有关美联储贷款能力的争议目前成为阻碍两党达成抗议救助协议的最大问题。</p><p>虽然Toomey说,禁用紧急贷款项目的措辞将只会影响一小部分美联储的工具,但民主党的国会议员指责共和党人,这样的规定是企图打击将要上任的拜登政府。</p><p>拜登提名任白宫国家经济委员会主任的Brain Deese发布声明称,抗疫救助方案“不应纳入妨害财政部和美联储抵御经济危机能力的不必要条款。”</p><p><b>路透社:新刺激带来的兴奋降温 美股回落 特斯拉逆市创新高</b></p><p><img src=\"https://static.tigerbbs.com/0ad60397b50e348428b12202f7071fa5\" tg-width=\"936\" tg-height=\"884\"></p><p>美国国会看来越来越不可能本周达成新一轮财政刺激的协议,因为新刺激的不确定性,三大美国股指周五跌落纪录高位,道指收跌124.32点,跌幅0.41%,标普500和纳指分别收跌0.34%和0.07%,周四它们都创收盘新高。</p><p>但下周一将被纳入标普500的特斯拉周五逆市上涨,收涨近6%,再度收创新高。特斯拉下周将成为最高市值的新进标普500成份股,其周五的成交量很高。</p><p>Ally Invest的首席投资策略师Lindsey Bell评论称,周五我们看到了特斯拉这只个股非常高的成交量,这是因为各种ETF和共同基金都赶在指数调整前做好准备,以免标普500纳入特斯拉后可能追踪该股指的表现出错,希望尽量接近正确的价格。</p><p><b>华尔街日报:美国众议院通过为期两日的临时支出议案</b></p><p><img src=\"https://static.tigerbbs.com/9fb133e2191097d576aa6a987ceee349\" tg-width=\"936\" tg-height=\"746\"></p><p>美东时间周五晚间,美国众议院通过了一项为期两日的临时政府支出议案,将政府运转资金的截止期推迟到12月20日,试图避免美国联邦政府从周六起因失去融资被迫停摆。议案已经递交参议院,目前尚不清楚参议院会不会封杀这一短期支出案。</p><p>美国国会领袖以通过附加抗疫救助方案的大范围政府支出议案为目标,正在就救助方案进行磋商,本周五还在努力试图化解阻碍方案的最后一些分歧,包括美联储紧急贷款能力的问题。从直到周五下午的形势看,抗疫救助方案不会在政府关门截止期以前敲定。</p><p><b>CNBC:美联储允许大银行在一定条件下恢复股票回购</b></p><p><img src=\"https://static.tigerbbs.com/49998e55412e35358fb90ed97c3b35a4\" tg-width=\"936\" tg-height=\"231\"></p><p>美联储周五盘后宣布压力测试结果,决定明年一季度允许美国的大银行在一定条件下恢复回购股票,股票分红仍然继续受限制。一季度这些银行股票回购和股息的总规模不得超过截至当季的最近四个季度各自平均季盈利。</p><p>股票回购通常在银行业对股东的资本回报中占约70%。美联储试图保证银行拥有应对意外亏损的足够资金保障,上述决定并未彻底放开联储对银行的限制,但它显示,联储官员对美国大银行今年内累积的资本规模越来越感到满意。</p><p>美联储负责金融监管的副主席Randal Quarles称,联储对银行的资本限制措施正在发挥作用。周五公布的压力测试结果确认了,即使在未来经济严重恶化时,大银行也可能继续给家庭和企业提供贷款。</p><p>在美联储公布压力测试结果后不久,美国资产规模最大的银行<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>宣布,其董事会批准了始于明年的300亿美元股票回购计划。</p><p>银行股盘后走高。摩根大通涨超5%,<a href=\"https://laohu8.com/S/GS\">高盛</a>涨超4%,<a href=\"https://laohu8.com/S/WFC\">富国银行</a>涨逾3%。</p><p><b>金融时报:美国将<a href=\"https://laohu8.com/S/688981\">中芯国际</a>和大疆加入限制出口名单</b></p><p><img src=\"https://static.tigerbbs.com/90a0270047eeb755626e71144ad36458\" tg-width=\"936\" tg-height=\"650\"></p><p>美国商务部周五公布,将60家中国企业和机构纳入其“实体名单”,其中包括中国最大芯片生产商中芯国际(SMIC)、全球最大无人机生产商大疆创新、北京理工大学、<a href=\"https://laohu8.com/S/601800\">中国交建</a>、十几家和<a href=\"https://laohu8.com/S/600150\">中国船舶</a>集团有关的科研机构。这意味着,美国企业若要向这些名单中的出售设备和技术,需要先获得美国政府的许可。</p><p>商务部官员称,纳入SMIC是因为担心其生产的芯片用于供应军方的产品。纳入大疆是因为其产品被用于海外一些地区侵犯人权的行为。</p><p>特朗普政府将SMIC和大疆纳入限制出口的黑名单,令拜登入主白宫前中美关系更加紧张。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c56ea9f4571ab8517325db0c66a1a81","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167008907","content_text":"彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定路透社:新刺激带来的兴奋降温 美股回落 特斯拉逆市创新高华尔街日报:美国众议院通过为期两日的临时支出议案CNBC:美联储允许大银行在一定条件下恢复股票回购金融时报:美国将中芯国际和大疆加入限制出口名单彭博社: 美国新刺激议案面临威胁 共和党人要将抗疫救助与终止美联储紧急贷款绑定一些美国共和党的议员提出,限制美联储使用疫情危机期间推出的贷款工具,这一要求让两党就新一轮抗疫救助方案进行的磋商面临脱离正轨的威胁。共和党参议员Pat Toomey希望,在抗议救助的议案中加入条款,禁止美联储重新启用五个定于今年末到期的紧急贷款项目,并禁止联储今后设立类似的项目。议员们希望将抗疫救助案附加在避免联邦政府周六凌晨关门的政府融资案中。民主党的国会助理称,有关美联储贷款能力的争议目前成为阻碍两党达成抗议救助协议的最大问题。虽然Toomey说,禁用紧急贷款项目的措辞将只会影响一小部分美联储的工具,但民主党的国会议员指责共和党人,这样的规定是企图打击将要上任的拜登政府。拜登提名任白宫国家经济委员会主任的Brain Deese发布声明称,抗疫救助方案“不应纳入妨害财政部和美联储抵御经济危机能力的不必要条款。”路透社:新刺激带来的兴奋降温 美股回落 特斯拉逆市创新高美国国会看来越来越不可能本周达成新一轮财政刺激的协议,因为新刺激的不确定性,三大美国股指周五跌落纪录高位,道指收跌124.32点,跌幅0.41%,标普500和纳指分别收跌0.34%和0.07%,周四它们都创收盘新高。但下周一将被纳入标普500的特斯拉周五逆市上涨,收涨近6%,再度收创新高。特斯拉下周将成为最高市值的新进标普500成份股,其周五的成交量很高。Ally Invest的首席投资策略师Lindsey Bell评论称,周五我们看到了特斯拉这只个股非常高的成交量,这是因为各种ETF和共同基金都赶在指数调整前做好准备,以免标普500纳入特斯拉后可能追踪该股指的表现出错,希望尽量接近正确的价格。华尔街日报:美国众议院通过为期两日的临时支出议案美东时间周五晚间,美国众议院通过了一项为期两日的临时政府支出议案,将政府运转资金的截止期推迟到12月20日,试图避免美国联邦政府从周六起因失去融资被迫停摆。议案已经递交参议院,目前尚不清楚参议院会不会封杀这一短期支出案。美国国会领袖以通过附加抗疫救助方案的大范围政府支出议案为目标,正在就救助方案进行磋商,本周五还在努力试图化解阻碍方案的最后一些分歧,包括美联储紧急贷款能力的问题。从直到周五下午的形势看,抗疫救助方案不会在政府关门截止期以前敲定。CNBC:美联储允许大银行在一定条件下恢复股票回购美联储周五盘后宣布压力测试结果,决定明年一季度允许美国的大银行在一定条件下恢复回购股票,股票分红仍然继续受限制。一季度这些银行股票回购和股息的总规模不得超过截至当季的最近四个季度各自平均季盈利。股票回购通常在银行业对股东的资本回报中占约70%。美联储试图保证银行拥有应对意外亏损的足够资金保障,上述决定并未彻底放开联储对银行的限制,但它显示,联储官员对美国大银行今年内累积的资本规模越来越感到满意。美联储负责金融监管的副主席Randal Quarles称,联储对银行的资本限制措施正在发挥作用。周五公布的压力测试结果确认了,即使在未来经济严重恶化时,大银行也可能继续给家庭和企业提供贷款。在美联储公布压力测试结果后不久,美国资产规模最大的银行摩根大通宣布,其董事会批准了始于明年的300亿美元股票回购计划。银行股盘后走高。摩根大通涨超5%,高盛涨超4%,富国银行涨逾3%。金融时报:美国将中芯国际和大疆加入限制出口名单美国商务部周五公布,将60家中国企业和机构纳入其“实体名单”,其中包括中国最大芯片生产商中芯国际(SMIC)、全球最大无人机生产商大疆创新、北京理工大学、中国交建、十几家和中国船舶集团有关的科研机构。这意味着,美国企业若要向这些名单中的出售设备和技术,需要先获得美国政府的许可。商务部官员称,纳入SMIC是因为担心其生产的芯片用于供应军方的产品。纳入大疆是因为其产品被用于海外一些地区侵犯人权的行为。特朗普政府将SMIC和大疆纳入限制出口的黑名单,令拜登入主白宫前中美关系更加紧张。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944645756,"gmtCreate":1596979116275,"gmtModify":1704214002831,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"国内大多数甲方领导还是官僚化的思想,他们只想付saas的价格,却想得到定制的服务。另外他们不明白越是零活的软件,内部实现逻辑越复杂,对使用者的要求越高,而甲方的想法是我花了那么多钱,你还要我动脑筋?","listText":"国内大多数甲方领导还是官僚化的思想,他们只想付saas的价格,却想得到定制的服务。另外他们不明白越是零活的软件,内部实现逻辑越复杂,对使用者的要求越高,而甲方的想法是我花了那么多钱,你还要我动脑筋?","text":"国内大多数甲方领导还是官僚化的思想,他们只想付saas的价格,却想得到定制的服务。另外他们不明白越是零活的软件,内部实现逻辑越复杂,对使用者的要求越高,而甲方的想法是我花了那么多钱,你还要我动脑筋?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/944645756","repostId":"2056808222","repostType":2,"isVote":1,"tweetType":1,"viewCount":2424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680503154,"gmtCreate":1655126479179,"gmtModify":1704861207134,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2208(GCmain)$</a>4小时和日线级别喇叭口形态形成,对多头来说不是好事,CPI破前高,有可能周四fomc黄金会下破1825到更低,再反弹","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2208(GCmain)$</a>4小时和日线级别喇叭口形态形成,对多头来说不是好事,CPI破前高,有可能周四fomc黄金会下破1825到更低,再反弹","text":"$黄金主连 2208(GCmain)$4小时和日线级别喇叭口形态形成,对多头来说不是好事,CPI破前高,有可能周四fomc黄金会下破1825到更低,再反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/680503154","isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147044288,"gmtCreate":1626323412444,"gmtModify":1626325778635,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2107(CNmain)$ </a>今天大概率可以放量反转了,主要是银行保险拉的,但愿别又是一日游行情[白眼] ","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2107(CNmain)$ </a>今天大概率可以放量反转了,主要是银行保险拉的,但愿别又是一日游行情[白眼] ","text":"$A50指数主连 2107(CNmain)$ 今天大概率可以放量反转了,主要是银行保险拉的,但愿别又是一日游行情[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147044288","isVote":1,"tweetType":1,"viewCount":3999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326744844906840,"gmtCreate":1720803389207,"gmtModify":1720803723147,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"不信,估计又是老登忽悠人的消息","listText":"不信,估计又是老登忽悠人的消息","text":"不信,估计又是老登忽悠人的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326744844906840","repostId":"1128185120","repostType":2,"repost":{"id":"1128185120","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1720800755,"share":"https://www.laohu8.com/m/news/1128185120?lang=&edition=full","pubTime":"2024-07-13 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00:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国总统拜登在社交媒体上发帖称以色列和哈马斯同意停火框架。</p><p>他表示,六个星期前制定了一个实现停火并将人质带回家的全面框架。他仍然有工作要做,并且这些问题很复杂,但现在以色列和哈马斯都同意了这个框架。团队正在取得进展,决心完成这项工作。</p><p>行情方面,美股三大指数维持涨势,WTI油价快速走低,由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/718119ee43dfec688f054a41c136458a\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be1f2064b1def89283b4efa9b8ac4586","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128185120","content_text":"美国总统拜登在社交媒体上发帖称以色列和哈马斯同意停火框架。他表示,六个星期前制定了一个实现停火并将人质带回家的全面框架。他仍然有工作要做,并且这些问题很复杂,但现在以色列和哈马斯都同意了这个框架。团队正在取得进展,决心完成这项工作。行情方面,美股三大指数维持涨势,WTI油价快速走低,由涨转跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875208107,"gmtCreate":1637652647000,"gmtModify":1637652820093,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2112(GCmain)$ </a><a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2107(SImain)$ </a>我不是做短线日内交易的,而是做中长线基本面交易的,上周的满天飞的美联储嘴炮+昨天的鲍威尔连任的事件,在我看来只是因为前一周黄金暴涨带来的又一次 MGDT资本联合美联储消息对黄金的打压行为,打压的越狠实际表现的越是内心对黄金的恐惧……我原本认为缩债落地,到美联储态度转鹰之间是一个可以做多贵金属的窗口期,预计最早明年7月加息,美联储态度转鹰的时间起码也要到22年2月的样子,再退一步,至少下个月FOMC(12月14-15号)之前应该是安全的,没想到这变脸会变的那么快……实在是险恶……但是就算你现在变脸了……你还能做什么?难道下个月就开始加息?可能么?那这次的凶相毕露的效果顶多1-2周就会被市场price in…后面怎么走,还会有新的招数么?难道未来的半年一直鹰派叫嚣却一直没有实际行动么?不知道大家对未来中短期黄金的走法怎么看[思考] ","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2112(GCmain)$ </a><a href=\"https://laohu8.com/FUT/SImain\">$白银主连 2107(SImain)$ </a>我不是做短线日内交易的,而是做中长线基本面交易的,上周的满天飞的美联储嘴炮+昨天的鲍威尔连任的事件,在我看来只是因为前一周黄金暴涨带来的又一次 MGDT资本联合美联储消息对黄金的打压行为,打压的越狠实际表现的越是内心对黄金的恐惧……我原本认为缩债落地,到美联储态度转鹰之间是一个可以做多贵金属的窗口期,预计最早明年7月加息,美联储态度转鹰的时间起码也要到22年2月的样子,再退一步,至少下个月FOMC(12月14-15号)之前应该是安全的,没想到这变脸会变的那么快……实在是险恶……但是就算你现在变脸了……你还能做什么?难道下个月就开始加息?可能么?那这次的凶相毕露的效果顶多1-2周就会被市场price 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16:53","market":"hk","language":"zh","title":"市场综述:A股争气走出独立行情,恐慌释放美股能止跌吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122891563","media":"老虎资讯综合","summary":"要闻工信部等两部门印发《工业通信业职业技能提升行动计划实施方案》,提出面向新一代信息通信技术、人工智能等制造强国、网络强国建设重点领域,大力扶持培训服务机构和网络培训平台发展,强化技能提升培训基础能力","content":"<p><b>要闻</b></p><p>工信部等两部门印发《工业通信业职业技能提升行动计划实施方案》,提出面向新一代信息通信技术、人工智能等制造强国、网络强国建设重点领域,大力扶持培训服务机构和网络培训平台发展,强化技能提升培训基础能力建设。</p><p>银保监会改革农业保险业务,进一步明确农险业务经营条件,从风险管控能力等多方面提高农险业务经营标准,同时建立农险经营的退出机制,以及农险经营综合考评机制;对于保险机构不符合条件经营农业保险业务的,责令限期改正,停止接受新业务,逾期不改正或者造成严重后果的,处<span>10</span>万元以上<span>50</span>万元以下的罚款。</p><p>上交所发布《上海证券交易所主板首次公开发行股票发行与上市业务指南》,新增关于网上、网下路演及上市事宜的相关声明;<b>新增采用累计投标询价时的相关公告事宜。</b></p><p>恒指公司称,<b><a href=\"https://laohu8.com/S/NTES\">网易</a>符合恒生综合指数的快速纳入指数规则要求,获调入恒生综合指数和恒生互联网科技业指数。</b></p><p><b>港股</b></p><p>周五,港股三大指数均低开,随后震荡走高,恒指尾盘跌幅明显收窄。截至收盘,恒指跌<span>0.73%</span>,报<span>24301.38</span>点;国指跌<span>1.13%</span>,报<span>9832.53</span>点,红筹指数跌<span>1.10%</span>,报<span>3794.04点</span>。南下资金逆势净流入<span>31.5</span>亿港元,大市成交额为<span>1154.38</span>亿港元。<img src=\"https://static.tigerbbs.com/194949ce9a5ee41748b573b035e36e45\" tg-width=\"840\" tg-height=\"470\">盘面上,市场担忧美国可能出现第二波疫情,生物制药股与医疗设备股逆势领涨,亚盛医药飙涨<span>17%</span>,<a href=\"https://laohu8.com/S/01066\">威高股份</a>升超<span>4%</span>再创新高;半导体、<span>SaaS</span>概念走强,<a href=\"https://laohu8.com/S/08083\">中国有赞</a>大涨超<span>11%</span>;国际油价下跌,石油股领跌大市,<a href=\"https://laohu8.com/S/CEO\">中海油</a>跌近<span>5%</span>;煤炭股、香港银行股、纸业股等均现普跌行情。</p><p><b><span>A</span></b><b>股</b></p><p>受外围股市影响,沪深三大指数早间大幅低开。开盘后,指数在外资配合下持续回升,创业板指率先翻红,午后一度涨超<span>1%</span>,最终收涨<span>0.51%</span>报<span>2206</span>点;沪指一度翻红涨<span>0.3%</span>,最终收跌<span>0.04%,</span>报<span>2919.74</span>点;深成指涨<span>0.07%,</span>报<span>11251.71</span>点;创业板指涨0.51%,报2206.76点。两市成交额逾<span>6900</span>亿,<span>2172</span>股下跌,<span>1471</span>股上涨;北上资金尾盘快速流出,全天净流出近<span>9</span>亿。</p><p>盘面上,国外恐将再掀第二波疫情,口罩、医疗器械等抗疫股以及网络游戏股大涨;此前强势的网红经济、地摊经济、免税概念股等表现继续活跃。</p><p>Wind数据显示,<b>北向资金高开低走,全天净卖出8.94亿元,终结连续14日净买入;</b>其中深股通净卖出1.63亿元,且<b>尾盘集合竞价深股通净卖出额超10亿元。</b>此外<a href=\"https://laohu8.com/S/601816\">京沪高铁</a>、<a href=\"https://laohu8.com/S/002511\">中顺洁柔</a>等多只白马股尾盘被砸。富时罗素全球股票今日收盘后将调整部分成分股。北向资金今日合计买卖总额达876亿元,为5月6日以来新高。</p><p>本周,北向资金累计净买入49.16亿元。</p><p><span> </span><b>美股</b></p><p>周五盘前时段,美股三大指数期货全线走强。截至发稿,标普<span>500</span>指数期货涨<span>1.75%</span>,纳指期货涨<span>1.54%</span>,道指期货涨2.11<span>%</span>。<span>VIX</span>恐慌指数跌超<span>9%</span>。</p><p><img src=\"https://static.tigerbbs.com/5ad77812586a34be5c7196027c593112\" tg-width=\"1242\" tg-height=\"517\"></p><p><img src=\"https://static.tigerbbs.com/65434b4cfe6f7323a545033a89956eb6\" tg-width=\"757\" tg-height=\"430\">策略师们认为,隔夜美股回调主要因散户踩踏平仓,市场预期复苏很缓慢。</p><p>天利投资多元资产策略主管及资深投资组合经理Anwiti Bahuguna说,我们谨慎看待股市已经有一段时间了,病毒的威胁并没有结束,经济不会很快恢复。</p><p>Equity Risk Control Group首席风险策略师Don Dale称,投机性买盘可能增加下跌保护的需求,导致波动率指数在股市下跌之前已经上升。标普500指数回到年初水平,风险对冲兴趣增加。</p><p>高盛前CEO科恩Gary Cohn表示,<b>隔夜美股的暴跌可能是个预兆,市场在未来可能还会出现更多动荡。</b>科恩称,一方面,市场总是存在着过度反应倾向,无论是上涨还是下跌,投资者总是喜欢把行情推向极端。另一方面,股市目前正处于寻找相对公允的估值时期,这个阶段的市场走势既可能走低也可能飙得更高,投资者要做的尽力找出股市应有的价值。对于姆努钦坚持重启经济的表态,科恩认为,如今我们比三月份时更加聪明,针对疫情的应对方式也会有所改变,为了保持经济平稳复苏我们会采取不同措施,而我觉得市场应该会明白这一点。</p><p><b>欧股</b></p><p>欧洲股市低开后,震荡上行。截至发稿,多数国家指数收涨。<img src=\"https://static.tigerbbs.com/079b5e13c91f1021e01c8a2fdf378f4a\" tg-width=\"726\" tg-height=\"326\">消息面上,周五,英国官方数据显示,英国<span>4</span>月<span>GDP</span>环比下降<span>20.4%</span>,降幅为有史以来最大,预期减<span>18.4%</span>,前值减<span>5.8%</span>;同比减<span>24.5%</span>,预期减<span>22.6%</span>,前值减<span>5.7%</span>;至<span>4</span>月三个月<span>GDP</span>环比减<span>10.4%</span>,预期减<span>10%</span>,前值增<span>0.1%</span>。因企业和雇员受新冠疫情的封锁措施的影响。这些严峻的数据可能标志着病毒对经济造成的破坏达到了最严重的程度。</p><p><span>此外,本月初的英国与欧盟未来关系第四轮谈判进展有限,僵局持续。6月10日,欧盟负责与英国谈判的首席代表巴尼耶批评英国在谈判中想保留在欧盟的原有好处,同时还不想受欧盟约束,他要求英国改变这样的谈判态度。</span></p><p><span>英国于今年1月31日正式“脱欧”,随后进入为期11个月的过渡期。按目前安排,若英欧未能在“脱欧”过渡期内达成贸易协议,且过渡期不再延长,双方将重新回到世界贸易组织框架下开展贸易。</span></p><p><span>机构调查显示,</span><b><span>受访的41位经济学家中有31位表示,</span></b><b>欧洲央行</b><b><span>将宣布进一步的宽松政策。</span></b><span>受访的31位经济学家中有23位表示,</span>欧洲央行<span>的下一个政策举措,</span><b><span>可能是在2020年底前再次增加债券购买。</span></b><span>预计,</span>欧元<span>区第二季度经济环比萎缩12.5%,2020年第三季度和第四季度分别环比增长7.9%、3.1%;5月份调查显示分别为-11.3%、7.2%、2.8%</span></p><p><b>原油</b></p><p><b><span> </span></b>原油昨日大跌,今日下探后,缓慢上行。截至发稿,<span>WTI</span>原油<span>7</span>月合约跌0.77<span>%</span>,报<span>36.06</span>美元<span>/</span>桶;布油现金跌0.54<span>%</span>,报<span>38.34</span>美元<span>/</span>桶。</p><p><img src=\"https://static.tigerbbs.com/b3660042dc25820f12bda8c7e18fe3aa\" tg-width=\"1242\" tg-height=\"1007\"></p><p>原油市场已经消化了<span>OPEC+</span>上周末做出的延长减产的承诺,本周以来市场情绪恶化,因美国原油库存大增并且美联储警告疫情对经济的持久破坏。美国疫情的反弹迹象导致风险资产溃败,原油也受到拖累。<b><a href=\"https://laohu8.com/S/GS\">高盛</a>本周转向短期看跌油价,因炼油利润率低迷。</b></p><p><b>美国财长努钦表示,即便疫情卷土重来,美国也不能再次关停经济。</b>美国已有逾<span>200</span>万人感染新冠病毒,佛罗里达州新冠确诊病例和住院病例均大幅增长,休斯顿考虑重新实施居家令,认为濒临<span>“</span>灾难边缘<span>”</span>。</p><p><b>黄金</b></p><p>现货黄金日内短暂下行后,价格回升。截至发稿,现货黄金涨<span>0.44%</span>,报<span>1734.97</span>美元<span>/</span>盎司。<img src=\"https://static.tigerbbs.com/144347bc2c6ac8b4043eaee4120a1ea7\" tg-width=\"746\" tg-height=\"532\">凯投宏观表示,今年余下时间里黄金可能还有大幅回落,到年底可能跌至<span>1600</span>水平。</p><p>由于中短期通胀预期仍将低迷,这是看空黄金的一大理由。尽管市场还是有避险需求,但因刺激带来的通胀在中短期是不太可能出现的。利率则还会维持在低水平,避险情绪疲软会使得黄金承压,年末跌至<span>1600</span>关口。</p><p>此前避险情绪和低利率推动金价走高,但近期黄金市场的上涨主要是受到了投资者们对冲通胀的需求,但在通胀可能难以上涨的情况下,黄金就会承压。</p><p>凯投宏观认为,近期的大量刺激并不能推动中期通胀的上升。短期会出现通胀低迷的情况,被注入市场的大量流动性不太可能推动通胀中期升温。金融危机时,利率降到零以及大量<span>QE</span>都并没能带来通胀。</p><p>另外,在全球经济开始复苏后,避险情绪的下降也会打压黄金的表现。</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>市场综述:A股争气走出独立行情,恐慌释放美股能止跌吗?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述:A股争气走出独立行情,恐慌释放美股能止跌吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-06-12 16:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p><p>工信部等两部门印发《工业通信业职业技能提升行动计划实施方案》,提出面向新一代信息通信技术、人工智能等制造强国、网络强国建设重点领域,大力扶持培训服务机构和网络培训平台发展,强化技能提升培训基础能力建设。</p><p>银保监会改革农业保险业务,进一步明确农险业务经营条件,从风险管控能力等多方面提高农险业务经营标准,同时建立农险经营的退出机制,以及农险经营综合考评机制;对于保险机构不符合条件经营农业保险业务的,责令限期改正,停止接受新业务,逾期不改正或者造成严重后果的,处<span>10</span>万元以上<span>50</span>万元以下的罚款。</p><p>上交所发布《上海证券交易所主板首次公开发行股票发行与上市业务指南》,新增关于网上、网下路演及上市事宜的相关声明;<b>新增采用累计投标询价时的相关公告事宜。</b></p><p>恒指公司称,<b><a href=\"https://laohu8.com/S/NTES\">网易</a>符合恒生综合指数的快速纳入指数规则要求,获调入恒生综合指数和恒生互联网科技业指数。</b></p><p><b>港股</b></p><p>周五,港股三大指数均低开,随后震荡走高,恒指尾盘跌幅明显收窄。截至收盘,恒指跌<span>0.73%</span>,报<span>24301.38</span>点;国指跌<span>1.13%</span>,报<span>9832.53</span>点,红筹指数跌<span>1.10%</span>,报<span>3794.04点</span>。南下资金逆势净流入<span>31.5</span>亿港元,大市成交额为<span>1154.38</span>亿港元。<img src=\"https://static.tigerbbs.com/194949ce9a5ee41748b573b035e36e45\" tg-width=\"840\" tg-height=\"470\">盘面上,市场担忧美国可能出现第二波疫情,生物制药股与医疗设备股逆势领涨,亚盛医药飙涨<span>17%</span>,<a href=\"https://laohu8.com/S/01066\">威高股份</a>升超<span>4%</span>再创新高;半导体、<span>SaaS</span>概念走强,<a href=\"https://laohu8.com/S/08083\">中国有赞</a>大涨超<span>11%</span>;国际油价下跌,石油股领跌大市,<a href=\"https://laohu8.com/S/CEO\">中海油</a>跌近<span>5%</span>;煤炭股、香港银行股、纸业股等均现普跌行情。</p><p><b><span>A</span></b><b>股</b></p><p>受外围股市影响,沪深三大指数早间大幅低开。开盘后,指数在外资配合下持续回升,创业板指率先翻红,午后一度涨超<span>1%</span>,最终收涨<span>0.51%</span>报<span>2206</span>点;沪指一度翻红涨<span>0.3%</span>,最终收跌<span>0.04%,</span>报<span>2919.74</span>点;深成指涨<span>0.07%,</span>报<span>11251.71</span>点;创业板指涨0.51%,报2206.76点。两市成交额逾<span>6900</span>亿,<span>2172</span>股下跌,<span>1471</span>股上涨;北上资金尾盘快速流出,全天净流出近<span>9</span>亿。</p><p>盘面上,国外恐将再掀第二波疫情,口罩、医疗器械等抗疫股以及网络游戏股大涨;此前强势的网红经济、地摊经济、免税概念股等表现继续活跃。</p><p>Wind数据显示,<b>北向资金高开低走,全天净卖出8.94亿元,终结连续14日净买入;</b>其中深股通净卖出1.63亿元,且<b>尾盘集合竞价深股通净卖出额超10亿元。</b>此外<a href=\"https://laohu8.com/S/601816\">京沪高铁</a>、<a href=\"https://laohu8.com/S/002511\">中顺洁柔</a>等多只白马股尾盘被砸。富时罗素全球股票今日收盘后将调整部分成分股。北向资金今日合计买卖总额达876亿元,为5月6日以来新高。</p><p>本周,北向资金累计净买入49.16亿元。</p><p><span> </span><b>美股</b></p><p>周五盘前时段,美股三大指数期货全线走强。截至发稿,标普<span>500</span>指数期货涨<span>1.75%</span>,纳指期货涨<span>1.54%</span>,道指期货涨2.11<span>%</span>。<span>VIX</span>恐慌指数跌超<span>9%</span>。</p><p><img src=\"https://static.tigerbbs.com/5ad77812586a34be5c7196027c593112\" tg-width=\"1242\" tg-height=\"517\"></p><p><img src=\"https://static.tigerbbs.com/65434b4cfe6f7323a545033a89956eb6\" tg-width=\"757\" tg-height=\"430\">策略师们认为,隔夜美股回调主要因散户踩踏平仓,市场预期复苏很缓慢。</p><p>天利投资多元资产策略主管及资深投资组合经理Anwiti Bahuguna说,我们谨慎看待股市已经有一段时间了,病毒的威胁并没有结束,经济不会很快恢复。</p><p>Equity Risk Control Group首席风险策略师Don Dale称,投机性买盘可能增加下跌保护的需求,导致波动率指数在股市下跌之前已经上升。标普500指数回到年初水平,风险对冲兴趣增加。</p><p>高盛前CEO科恩Gary Cohn表示,<b>隔夜美股的暴跌可能是个预兆,市场在未来可能还会出现更多动荡。</b>科恩称,一方面,市场总是存在着过度反应倾向,无论是上涨还是下跌,投资者总是喜欢把行情推向极端。另一方面,股市目前正处于寻找相对公允的估值时期,这个阶段的市场走势既可能走低也可能飙得更高,投资者要做的尽力找出股市应有的价值。对于姆努钦坚持重启经济的表态,科恩认为,如今我们比三月份时更加聪明,针对疫情的应对方式也会有所改变,为了保持经济平稳复苏我们会采取不同措施,而我觉得市场应该会明白这一点。</p><p><b>欧股</b></p><p>欧洲股市低开后,震荡上行。截至发稿,多数国家指数收涨。<img src=\"https://static.tigerbbs.com/079b5e13c91f1021e01c8a2fdf378f4a\" tg-width=\"726\" tg-height=\"326\">消息面上,周五,英国官方数据显示,英国<span>4</span>月<span>GDP</span>环比下降<span>20.4%</span>,降幅为有史以来最大,预期减<span>18.4%</span>,前值减<span>5.8%</span>;同比减<span>24.5%</span>,预期减<span>22.6%</span>,前值减<span>5.7%</span>;至<span>4</span>月三个月<span>GDP</span>环比减<span>10.4%</span>,预期减<span>10%</span>,前值增<span>0.1%</span>。因企业和雇员受新冠疫情的封锁措施的影响。这些严峻的数据可能标志着病毒对经济造成的破坏达到了最严重的程度。</p><p><span>此外,本月初的英国与欧盟未来关系第四轮谈判进展有限,僵局持续。6月10日,欧盟负责与英国谈判的首席代表巴尼耶批评英国在谈判中想保留在欧盟的原有好处,同时还不想受欧盟约束,他要求英国改变这样的谈判态度。</span></p><p><span>英国于今年1月31日正式“脱欧”,随后进入为期11个月的过渡期。按目前安排,若英欧未能在“脱欧”过渡期内达成贸易协议,且过渡期不再延长,双方将重新回到世界贸易组织框架下开展贸易。</span></p><p><span>机构调查显示,</span><b><span>受访的41位经济学家中有31位表示,</span></b><b>欧洲央行</b><b><span>将宣布进一步的宽松政策。</span></b><span>受访的31位经济学家中有23位表示,</span>欧洲央行<span>的下一个政策举措,</span><b><span>可能是在2020年底前再次增加债券购买。</span></b><span>预计,</span>欧元<span>区第二季度经济环比萎缩12.5%,2020年第三季度和第四季度分别环比增长7.9%、3.1%;5月份调查显示分别为-11.3%、7.2%、2.8%</span></p><p><b>原油</b></p><p><b><span> </span></b>原油昨日大跌,今日下探后,缓慢上行。截至发稿,<span>WTI</span>原油<span>7</span>月合约跌0.77<span>%</span>,报<span>36.06</span>美元<span>/</span>桶;布油现金跌0.54<span>%</span>,报<span>38.34</span>美元<span>/</span>桶。</p><p><img src=\"https://static.tigerbbs.com/b3660042dc25820f12bda8c7e18fe3aa\" tg-width=\"1242\" tg-height=\"1007\"></p><p>原油市场已经消化了<span>OPEC+</span>上周末做出的延长减产的承诺,本周以来市场情绪恶化,因美国原油库存大增并且美联储警告疫情对经济的持久破坏。美国疫情的反弹迹象导致风险资产溃败,原油也受到拖累。<b><a href=\"https://laohu8.com/S/GS\">高盛</a>本周转向短期看跌油价,因炼油利润率低迷。</b></p><p><b>美国财长努钦表示,即便疫情卷土重来,美国也不能再次关停经济。</b>美国已有逾<span>200</span>万人感染新冠病毒,佛罗里达州新冠确诊病例和住院病例均大幅增长,休斯顿考虑重新实施居家令,认为濒临<span>“</span>灾难边缘<span>”</span>。</p><p><b>黄金</b></p><p>现货黄金日内短暂下行后,价格回升。截至发稿,现货黄金涨<span>0.44%</span>,报<span>1734.97</span>美元<span>/</span>盎司。<img src=\"https://static.tigerbbs.com/144347bc2c6ac8b4043eaee4120a1ea7\" tg-width=\"746\" tg-height=\"532\">凯投宏观表示,今年余下时间里黄金可能还有大幅回落,到年底可能跌至<span>1600</span>水平。</p><p>由于中短期通胀预期仍将低迷,这是看空黄金的一大理由。尽管市场还是有避险需求,但因刺激带来的通胀在中短期是不太可能出现的。利率则还会维持在低水平,避险情绪疲软会使得黄金承压,年末跌至<span>1600</span>关口。</p><p>此前避险情绪和低利率推动金价走高,但近期黄金市场的上涨主要是受到了投资者们对冲通胀的需求,但在通胀可能难以上涨的情况下,黄金就会承压。</p><p>凯投宏观认为,近期的大量刺激并不能推动中期通胀的上升。短期会出现通胀低迷的情况,被注入市场的大量流动性不太可能推动通胀中期升温。金融危机时,利率降到零以及大量<span>QE</span>都并没能带来通胀。</p><p>另外,在全球经济开始复苏后,避险情绪的下降也会打压黄金的表现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指",".DJI":"道琼斯","000001.SH":"上证指数",".IXIC":"NASDAQ Composite","09999":"网易-S","NTES":"网易","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122891563","content_text":"要闻工信部等两部门印发《工业通信业职业技能提升行动计划实施方案》,提出面向新一代信息通信技术、人工智能等制造强国、网络强国建设重点领域,大力扶持培训服务机构和网络培训平台发展,强化技能提升培训基础能力建设。银保监会改革农业保险业务,进一步明确农险业务经营条件,从风险管控能力等多方面提高农险业务经营标准,同时建立农险经营的退出机制,以及农险经营综合考评机制;对于保险机构不符合条件经营农业保险业务的,责令限期改正,停止接受新业务,逾期不改正或者造成严重后果的,处10万元以上50万元以下的罚款。上交所发布《上海证券交易所主板首次公开发行股票发行与上市业务指南》,新增关于网上、网下路演及上市事宜的相关声明;新增采用累计投标询价时的相关公告事宜。恒指公司称,网易符合恒生综合指数的快速纳入指数规则要求,获调入恒生综合指数和恒生互联网科技业指数。港股周五,港股三大指数均低开,随后震荡走高,恒指尾盘跌幅明显收窄。截至收盘,恒指跌0.73%,报24301.38点;国指跌1.13%,报9832.53点,红筹指数跌1.10%,报3794.04点。南下资金逆势净流入31.5亿港元,大市成交额为1154.38亿港元。盘面上,市场担忧美国可能出现第二波疫情,生物制药股与医疗设备股逆势领涨,亚盛医药飙涨17%,威高股份升超4%再创新高;半导体、SaaS概念走强,中国有赞大涨超11%;国际油价下跌,石油股领跌大市,中海油跌近5%;煤炭股、香港银行股、纸业股等均现普跌行情。A股受外围股市影响,沪深三大指数早间大幅低开。开盘后,指数在外资配合下持续回升,创业板指率先翻红,午后一度涨超1%,最终收涨0.51%报2206点;沪指一度翻红涨0.3%,最终收跌0.04%,报2919.74点;深成指涨0.07%,报11251.71点;创业板指涨0.51%,报2206.76点。两市成交额逾6900亿,2172股下跌,1471股上涨;北上资金尾盘快速流出,全天净流出近9亿。盘面上,国外恐将再掀第二波疫情,口罩、医疗器械等抗疫股以及网络游戏股大涨;此前强势的网红经济、地摊经济、免税概念股等表现继续活跃。Wind数据显示,北向资金高开低走,全天净卖出8.94亿元,终结连续14日净买入;其中深股通净卖出1.63亿元,且尾盘集合竞价深股通净卖出额超10亿元。此外京沪高铁、中顺洁柔等多只白马股尾盘被砸。富时罗素全球股票今日收盘后将调整部分成分股。北向资金今日合计买卖总额达876亿元,为5月6日以来新高。本周,北向资金累计净买入49.16亿元。 美股周五盘前时段,美股三大指数期货全线走强。截至发稿,标普500指数期货涨1.75%,纳指期货涨1.54%,道指期货涨2.11%。VIX恐慌指数跌超9%。策略师们认为,隔夜美股回调主要因散户踩踏平仓,市场预期复苏很缓慢。天利投资多元资产策略主管及资深投资组合经理Anwiti Bahuguna说,我们谨慎看待股市已经有一段时间了,病毒的威胁并没有结束,经济不会很快恢复。Equity Risk Control Group首席风险策略师Don Dale称,投机性买盘可能增加下跌保护的需求,导致波动率指数在股市下跌之前已经上升。标普500指数回到年初水平,风险对冲兴趣增加。高盛前CEO科恩Gary Cohn表示,隔夜美股的暴跌可能是个预兆,市场在未来可能还会出现更多动荡。科恩称,一方面,市场总是存在着过度反应倾向,无论是上涨还是下跌,投资者总是喜欢把行情推向极端。另一方面,股市目前正处于寻找相对公允的估值时期,这个阶段的市场走势既可能走低也可能飙得更高,投资者要做的尽力找出股市应有的价值。对于姆努钦坚持重启经济的表态,科恩认为,如今我们比三月份时更加聪明,针对疫情的应对方式也会有所改变,为了保持经济平稳复苏我们会采取不同措施,而我觉得市场应该会明白这一点。欧股欧洲股市低开后,震荡上行。截至发稿,多数国家指数收涨。消息面上,周五,英国官方数据显示,英国4月GDP环比下降20.4%,降幅为有史以来最大,预期减18.4%,前值减5.8%;同比减24.5%,预期减22.6%,前值减5.7%;至4月三个月GDP环比减10.4%,预期减10%,前值增0.1%。因企业和雇员受新冠疫情的封锁措施的影响。这些严峻的数据可能标志着病毒对经济造成的破坏达到了最严重的程度。此外,本月初的英国与欧盟未来关系第四轮谈判进展有限,僵局持续。6月10日,欧盟负责与英国谈判的首席代表巴尼耶批评英国在谈判中想保留在欧盟的原有好处,同时还不想受欧盟约束,他要求英国改变这样的谈判态度。英国于今年1月31日正式“脱欧”,随后进入为期11个月的过渡期。按目前安排,若英欧未能在“脱欧”过渡期内达成贸易协议,且过渡期不再延长,双方将重新回到世界贸易组织框架下开展贸易。机构调查显示,受访的41位经济学家中有31位表示,欧洲央行将宣布进一步的宽松政策。受访的31位经济学家中有23位表示,欧洲央行的下一个政策举措,可能是在2020年底前再次增加债券购买。预计,欧元区第二季度经济环比萎缩12.5%,2020年第三季度和第四季度分别环比增长7.9%、3.1%;5月份调查显示分别为-11.3%、7.2%、2.8%原油 原油昨日大跌,今日下探后,缓慢上行。截至发稿,WTI原油7月合约跌0.77%,报36.06美元/桶;布油现金跌0.54%,报38.34美元/桶。原油市场已经消化了OPEC+上周末做出的延长减产的承诺,本周以来市场情绪恶化,因美国原油库存大增并且美联储警告疫情对经济的持久破坏。美国疫情的反弹迹象导致风险资产溃败,原油也受到拖累。高盛本周转向短期看跌油价,因炼油利润率低迷。美国财长努钦表示,即便疫情卷土重来,美国也不能再次关停经济。美国已有逾200万人感染新冠病毒,佛罗里达州新冠确诊病例和住院病例均大幅增长,休斯顿考虑重新实施居家令,认为濒临“灾难边缘”。黄金现货黄金日内短暂下行后,价格回升。截至发稿,现货黄金涨0.44%,报1734.97美元/盎司。凯投宏观表示,今年余下时间里黄金可能还有大幅回落,到年底可能跌至1600水平。由于中短期通胀预期仍将低迷,这是看空黄金的一大理由。尽管市场还是有避险需求,但因刺激带来的通胀在中短期是不太可能出现的。利率则还会维持在低水平,避险情绪疲软会使得黄金承压,年末跌至1600关口。此前避险情绪和低利率推动金价走高,但近期黄金市场的上涨主要是受到了投资者们对冲通胀的需求,但在通胀可能难以上涨的情况下,黄金就会承压。凯投宏观认为,近期的大量刺激并不能推动中期通胀的上升。短期会出现通胀低迷的情况,被注入市场的大量流动性不太可能推动通胀中期升温。金融危机时,利率降到零以及大量QE都并没能带来通胀。另外,在全球经济开始复苏后,避险情绪的下降也会打压黄金的表现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953769203,"gmtCreate":1590563393902,"gmtModify":1704192893025,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"因为大家都知道通缩只是暂时的,当一切恢复正常之后,龟缩在金融体系里面超发的货币迟早会慢慢走入正常的生产和生活中,总之无限量超发的货币迟早会稀释所有人的财富,只是早晚而已。正是基于这种预期,金价才会涨,而且有08-11年的现实做证明……","listText":"因为大家都知道通缩只是暂时的,当一切恢复正常之后,龟缩在金融体系里面超发的货币迟早会慢慢走入正常的生产和生活中,总之无限量超发的货币迟早会稀释所有人的财富,只是早晚而已。正是基于这种预期,金价才会涨,而且有08-11年的现实做证明……","text":"因为大家都知道通缩只是暂时的,当一切恢复正常之后,龟缩在金融体系里面超发的货币迟早会慢慢走入正常的生产和生活中,总之无限量超发的货币迟早会稀释所有人的财富,只是早晚而已。正是基于这种预期,金价才会涨,而且有08-11年的现实做证明……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953769203","repostId":"2038079334","repostType":4,"repost":{"id":"2038079334","kind":"highlight","pubTimestamp":1590560503,"share":"https://www.laohu8.com/m/news/2038079334?lang=&edition=full","pubTime":"2020-05-27 14:21","market":"hk","language":"zh","title":"黄金上涨的真正原因是通缩 而非通胀","url":"https://stock-news.laohu8.com/highlight/detail?id=2038079334","media":"智通财经网","summary":"如果金价上涨,那一定是因为市场嗅到了通胀的气息,对吗?Peter Coy却表示,这种想法根本站不住脚。","content":"<html><body><article>\n<p><strong>本文来自 环球外汇网,作者:潇湘。</strong></p><p>黄金以能有效对冲通胀而闻名,所以如果金价上涨,那一定是因为市场嗅到了通胀的气息,对吗?</p><p>欧洲对冲基金经理Crispin Odey甚至认为,如果政府在卫生事件大流行之后失去对通胀的控制,它们可能会禁止私人持有黄金。</p><p>然而,专栏记者Peter Coy却表示,这种想法根本站不住脚。</p><p>Coy指出,由于卫生事件大流行,通货膨胀一直在下降,而不是上升。美国3月份消费者价格指数下降了0.4%,4月份下降了0.8%。高失业率对需求的破坏,大大抵消了工厂、屠宰场等关闭造成的供应减少。诚然,美联储提供了大量低成本贷款,但如果没有借款人的需求,它的效果就像“推绳子”一样。因此,美联储也不会产出通胀。</p><p>对于金价最近的上涨,还有一个更直接的解释。利率下降时,黄金就会上涨。下面这张图表显示了这层关系:</p><center><p><img height=\"419\" src=\"http://img.zhitongcaijing.com/images/contentformat/ccd8cfc595a7f862d3d660a62997907c.jpg\" width=\"833\"/></p></center><p>如果你根据通货膨胀调整黄金价格,你会发现,随着政府债券实际收益率的上升,黄金价格在过去10年的头几年出现了下跌。最近,情况正好相反:经通胀因素调整后的黄金价格上涨,而10年期美国国债的实际利率却下降了。</p><p>这种关系是有意义的。黄金不支付利息,所以在债券实际收益率很高的时候,黄金没有吸引力。用经济学家的话说,在这种时候持有黄金的机会成本很高。相比之下,在国债收益率为负的情况下,投资黄金看起来相当不错。</p><p>简而言之,黄金不会因为通胀而上涨。它之所以走高,是因为美联储和其他央行正在大幅降息,以对抗由卫生事件严重衰退造成的相反风险——通缩。</p><p>当然,如果通胀飙升,美联储在经济恢复活力时转向加息,黄金也会表现良好。对这种情况的担忧可能是一些投资者购买黄金的原因。但是,认为黄金价格上涨是隐性通胀征兆的说法,反而正使因果关系颠倒。推动金价上涨的是通货紧缩,而不是通货膨胀。</p><p>(编辑:张金亮)</p> </article></body></html>","source":"highlight_zhitongcaijin","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>黄金上涨的真正原因是通缩 而非通胀</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n黄金上涨的真正原因是通缩 而非通胀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-27 14:21 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/304957.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自 环球外汇网,作者:潇湘。黄金以能有效对冲通胀而闻名,所以如果金价上涨,那一定是因为市场嗅到了通胀的气息,对吗?欧洲对冲基金经理Crispin Odey甚至认为,如果政府在卫生事件大流行之后失去对通胀的控制,它们可能会禁止私人持有黄金。然而,专栏记者Peter Coy却表示,这种想法根本站不住脚。Coy指出,由于卫生事件大流行,通货膨胀一直在下降,而不是上升。美国3月份消费者价格指数下降了...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/304957.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20200527/20200527141042_99192.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/304957.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2038079334","content_text":"本文来自 环球外汇网,作者:潇湘。黄金以能有效对冲通胀而闻名,所以如果金价上涨,那一定是因为市场嗅到了通胀的气息,对吗?欧洲对冲基金经理Crispin Odey甚至认为,如果政府在卫生事件大流行之后失去对通胀的控制,它们可能会禁止私人持有黄金。然而,专栏记者Peter Coy却表示,这种想法根本站不住脚。Coy指出,由于卫生事件大流行,通货膨胀一直在下降,而不是上升。美国3月份消费者价格指数下降了0.4%,4月份下降了0.8%。高失业率对需求的破坏,大大抵消了工厂、屠宰场等关闭造成的供应减少。诚然,美联储提供了大量低成本贷款,但如果没有借款人的需求,它的效果就像“推绳子”一样。因此,美联储也不会产出通胀。对于金价最近的上涨,还有一个更直接的解释。利率下降时,黄金就会上涨。下面这张图表显示了这层关系:如果你根据通货膨胀调整黄金价格,你会发现,随着政府债券实际收益率的上升,黄金价格在过去10年的头几年出现了下跌。最近,情况正好相反:经通胀因素调整后的黄金价格上涨,而10年期美国国债的实际利率却下降了。这种关系是有意义的。黄金不支付利息,所以在债券实际收益率很高的时候,黄金没有吸引力。用经济学家的话说,在这种时候持有黄金的机会成本很高。相比之下,在国债收益率为负的情况下,投资黄金看起来相当不错。简而言之,黄金不会因为通胀而上涨。它之所以走高,是因为美联储和其他央行正在大幅降息,以对抗由卫生事件严重衰退造成的相反风险——通缩。当然,如果通胀飙升,美联储在经济恢复活力时转向加息,黄金也会表现良好。对这种情况的担忧可能是一些投资者购买黄金的原因。但是,认为黄金价格上涨是隐性通胀征兆的说法,反而正使因果关系颠倒。推动金价上涨的是通货紧缩,而不是通货膨胀。(编辑:张金亮)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663513853,"gmtCreate":1663259329972,"gmtModify":1663259331613,"author":{"id":"3533595154117983","authorId":"3533595154117983","name":"椒盐大虾","avatar":"https://static.tigerbbs.com/305025102e6d9a1b15e83d3c1482ed4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533595154117983","authorIdStr":"3533595154117983"},"themes":[],"htmlText":"<a 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