Lilyzhang的个人主页 - 老虎社区

Lilyzhang

Lilyzhang

暂无个人介绍

IP属地：广东

222关注

13粉丝

7主题

0勋章

08-21

我平仓了1手$COIN 20250822 297.5 PUT$ ,来看看我最新分享的订单！

08-20

$Circle Internet Corp.(CRCL)$ 感觉没底了

08-15

我开仓了$SharpLink Gaming(SBET)$ ,来看看我最新分享的订单！

08-15

我平仓了$SharpLink Gaming(SBET)$ ,感觉还会跌

08-14

$Circle Internet Corp.(CRCL)$ 这个股就不应该发行。恶心死了

08-14

$Circle Internet Corp.(CRCL)$ 真的感觉这股要废了。下跌没底线。每天靠收割韭菜盒子活着

08-13

$Circle Internet Corp.(CRCL)$ 每天来回收割牛逼，太牛了

08-11

我平仓了$Circle Internet Corp.(CRCL)$ ,先避险

07-01

我平仓了50.0股$苹果(AAPL)$ ,来看看我最新分享的订单！

06-26

我开仓了50.0股$Circle Internet Corp.(CRCL)$ ,不真实感觉

06-26

$Circle Internet Corp.(CRCL)$ 稳定币，不稳定

05-09

我平仓了$吉利汽车(00175)$ ,亏本了

04-24

$SOXL 20250425 7.0 CALL$ 到期了

04-24

$SOXL 20250425 7.0 CALL$

04-17

布局什么特不靠谱都折腾

美股震荡期如何布局防御性板块？这些标的值得关注

04-16

应该解雇特特不靠谱

白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？

04-16

该换的人是特不靠谱

白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？

04-07

我开仓了$三倍做多半导体ETF-Direxion Daily(SOXL)$ ,看看能不能

03-12

我平仓了$美国超微公司(AMD)$ ,无奈之举

02-21

我开仓了1手$MSFT 20250328 400.0 CALL$ ,来看看我最新分享的订单！

去老虎APP查看更多动态

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这个股就不应该发行。恶心死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467632763789736","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467629762712032,"gmtCreate":1755184252770,"gmtModify":1755184254196,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp; 真的感觉这股要废了。下跌没底线。 每天靠收割韭菜盒子活着","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp; 真的感觉这股要废了。下跌没底线。 每天靠收割韭菜盒子活着","text":"$Circle Internet Corp.(CRCL)$ 真的感觉这股要废了。下跌没底线。 每天靠收割韭菜盒子活着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467629762712032","isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467263987737000,"gmtCreate":1755095230098,"gmtModify":1755095463023,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp; 每天来回收割牛逼，太牛了","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp; 每天来回收割牛逼，太牛了","text":"$Circle Internet Corp.(CRCL)$ 每天来回收割牛逼，太牛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467263987737000","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466517983617368,"gmtCreate":1754921472864,"gmtModify":1754922196117,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>,先避险","listText":"我平仓了<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>,先避险","text":"我平仓了$Circle Internet Corp.(CRCL)$ ,先避险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466517983617368","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452016068473416,"gmtCreate":1751381711854,"gmtModify":1751381714332,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"我平仓了50.0股<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了50.0股<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了50.0股$苹果(AAPL)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452016068473416","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449912216391856,"gmtCreate":1750868096176,"gmtModify":1752514148734,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"我开仓了50.0股<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>,不真实感觉","listText":"我开仓了50.0股<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$&nbsp;</a>,不真实感觉","text":"我开仓了50.0股$Circle Internet Corp.(CRCL)$ 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到期了","images":[{"img":"https://static.tigerbbs.com/98c71e2332f028e9290f37537b38330a","width":"1440","height":"4074"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427956942250904","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":427958210826712,"gmtCreate":1745502443234,"gmtModify":1745502445370,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SOXL 20250425 7.0 CALL\">$SOXL 20250425 7.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/SOXL 20250425 7.0 CALL\">$SOXL 20250425 7.0 CALL$ </a>&nbsp;","text":"$SOXL 20250425 7.0 CALL$","images":[{"img":"https://static.tigerbbs.com/98c71e2332f028e9290f37537b38330a","width":"1440","height":"4074"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427958210826712","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":425388636435168,"gmtCreate":1744864397198,"gmtModify":1744864399045,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"布局什么特不靠谱都折腾","listText":"布局什么特不靠谱都折腾","text":"布局什么特不靠谱都折腾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425388636435168","repostId":"1117478442","repostType":4,"repost":{"id":"1117478442","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":1744861035,"share":"https://www.laohu8.com/m/news/1117478442?lang=&edition=full","pubTime":"2025-04-17 11:37","market":"us","language":"zh","title":"美股震荡期如何布局防御性板块？这些标的值得关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1117478442","media":"老虎资讯综合","summary":"随着美股市场波动加剧，投资者纷纷涌入必需消费品板块寻求避险，但美国银行指出，其他防御性领域同样值得关注。不过市场上还存在其他具备防御属性的领域。\"美国银行分析师团队在周三报告中指出。\"美银给予Spotify700美元的目标价，较周三收盘价有24%上行空间；对奈飞给予1175美元的目标价则预示22%的潜在涨幅。","content":"<html><head></head><body><p style=\"text-align: left;\">随着美股市场波动加剧，投资者纷纷涌入必需消费品板块寻求避险，但美国银行指出，其他防御性领域同样值得关注。</p><p style=\"text-align: left;\">在宏观经济不确定性加剧时期，投资者惯常选择必需消费股作为避风港。数据显示， <a href=\"https://laohu8.com/S/KO\">可口可乐</a> 和 <a href=\"https://laohu8.com/S/COST\">好市多</a> 2025年年内分别上涨15%和5.6%，而同期标普500指数下跌10%。不过市场上还存在其他具备防御属性的领域。</p><p style=\"text-align: left;\">&#34;防御性标的不仅限于必需消费品。&#34;美国银行分析师团队在周三报告中指出。其推荐的防御性标的涵盖天然气运营商、流媒体平台、精选资产管理公司及管理式医疗企业。部分重点公司如下：</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司名称</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">股价(美元)</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">涨跌幅</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">涨跌百分比</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">前收盘价</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">CHD</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CHD\">丘奇＆德怀特</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">102.96</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-2.11</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-2.01%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">105.07</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">LNG</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LNG\">Cheniere Energy Inc</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">227.45</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">+0.50</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">+0.22%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">226.95</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">NFLX</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NFLX\">奈飞</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">961.63</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-14.65</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-1.50%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">976.28</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">OWL</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/OWL\">Blue Owl Capital Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">17.10</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-0.48</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-2.73%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">17.58</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">SPOT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">563.07</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-9.32</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-1.63%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">572.39</p></td></tr></tbody></table><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">其中流媒体平台<a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> 和<a href=\"https://laohu8.com/S/NFLX\">奈飞</a> 入选防御性标的组合，这两只股2025年年内分别上涨近26%和8%。分析师杰西卡·雷夫·埃利希认为，这两家流媒体巨头在传媒领域最具抗风险能力。美银指出：&#34;其订阅模式提供不可或缺的娱乐服务，展现出最强韧性。二者处于起步阶段的广告业务即便在宏观放缓时仍具增长潜力。&#34;</p><p style=\"text-align: left;\">美银给予Spotify700美元的目标价，较周三收盘价有24%上行空间；对奈飞给予1175美元的目标价则预示22%的潜在涨幅。在能源领域，美银为液化天然气运营商 <a href=\"https://laohu8.com/S/LNG\">Cheniere Energy Inc</a> 设定250美元目标价，对应约10%上涨空间，该股2025年年内已累计上涨6%。</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\" 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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美股震荡期如何布局防御性板块？这些标的值得关注\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\">2025-04-17 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">随着美股市场波动加剧，投资者纷纷涌入必需消费品板块寻求避险，但美国银行指出，其他防御性领域同样值得关注。</p><p style=\"text-align: left;\">在宏观经济不确定性加剧时期，投资者惯常选择必需消费股作为避风港。数据显示， <a href=\"https://laohu8.com/S/KO\">可口可乐</a> 和 <a href=\"https://laohu8.com/S/COST\">好市多</a> 2025年年内分别上涨15%和5.6%，而同期标普500指数下跌10%。不过市场上还存在其他具备防御属性的领域。</p><p style=\"text-align: left;\">&#34;防御性标的不仅限于必需消费品。&#34;美国银行分析师团队在周三报告中指出。其推荐的防御性标的涵盖天然气运营商、流媒体平台、精选资产管理公司及管理式医疗企业。部分重点公司如下：</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司名称</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">股价(美元)</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">涨跌幅</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">涨跌百分比</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">前收盘价</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">CHD</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CHD\">丘奇＆德怀特</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">102.96</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-2.11</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-2.01%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">105.07</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">LNG</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/LNG\">Cheniere Energy Inc</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">227.45</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">+0.50</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">+0.22%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">226.95</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">NFLX</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NFLX\">奈飞</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">961.63</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-14.65</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-1.50%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">976.28</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">OWL</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/OWL\">Blue Owl Capital Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">17.10</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-0.48</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-2.73%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">17.58</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">SPOT</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">563.07</p></td><td colspan=\"2\" style=\"text-align:left;\"><p style=\"text-align: left;\">-9.32</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-1.63%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">572.39</p></td></tr></tbody></table><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">其中流媒体平台<a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a> 和<a href=\"https://laohu8.com/S/NFLX\">奈飞</a> 入选防御性标的组合，这两只股2025年年内分别上涨近26%和8%。分析师杰西卡·雷夫·埃利希认为，这两家流媒体巨头在传媒领域最具抗风险能力。美银指出：&#34;其订阅模式提供不可或缺的娱乐服务，展现出最强韧性。二者处于起步阶段的广告业务即便在宏观放缓时仍具增长潜力。&#34;</p><p style=\"text-align: left;\">美银给予Spotify700美元的目标价，较周三收盘价有24%上行空间；对奈飞给予1175美元的目标价则预示22%的潜在涨幅。在能源领域，美银为液化天然气运营商 <a href=\"https://laohu8.com/S/LNG\">Cheniere Energy Inc</a> 设定250美元目标价，对应约10%上涨空间，该股2025年年内已累计上涨6%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/061a0de756cae81ca90351bcbfe487ca","relate_stocks":{"LNG":"Cheniere Energy Inc","NFLX":"奈飞","OWL":"Blue Owl Capital Inc.","CHD":"丘奇＆德怀特","SPOT":"Spotify Technology S.A."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117478442","content_text":"随着美股市场波动加剧，投资者纷纷涌入必需消费品板块寻求避险，但美国银行指出，其他防御性领域同样值得关注。在宏观经济不确定性加剧时期，投资者惯常选择必需消费股作为避风港。数据显示， 可口可乐 和 好市多 2025年年内分别上涨15%和5.6%，而同期标普500指数下跌10%。不过市场上还存在其他具备防御属性的领域。\"防御性标的不仅限于必需消费品。\"美国银行分析师团队在周三报告中指出。其推荐的防御性标的涵盖天然气运营商、流媒体平台、精选资产管理公司及管理式医疗企业。部分重点公司如下：代码公司名称股价(美元)涨跌幅涨跌百分比前收盘价CHD 丘奇＆德怀特 102.96-2.11-2.01%105.07LNG Cheniere Energy Inc 227.45+0.50+0.22%226.95NFLX 奈飞 961.63-14.65-1.50%976.28OWL Blue Owl Capital Inc. 17.10-0.48-2.73%17.58SPOT Spotify Technology S.A. 563.07-9.32-1.63%572.39其中流媒体平台Spotify Technology S.A. 和奈飞 入选防御性标的组合，这两只股2025年年内分别上涨近26%和8%。分析师杰西卡·雷夫·埃利希认为，这两家流媒体巨头在传媒领域最具抗风险能力。美银指出：\"其订阅模式提供不可或缺的娱乐服务，展现出最强韧性。二者处于起步阶段的广告业务即便在宏观放缓时仍具增长潜力。\"美银给予Spotify700美元的目标价，较周三收盘价有24%上行空间；对奈飞给予1175美元的目标价则预示22%的潜在涨幅。在能源领域，美银为液化天然气运营商 Cheniere Energy Inc 设定250美元目标价，对应约10%上涨空间，该股2025年年内已累计上涨6%。","news_type":1,"symbols_score_info":{"CHD":1.1,"LNG":1.1,"NFLX":1.1,"OWL":1.1,"SPOT":1.1}},"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425069378617584,"gmtCreate":1744774677575,"gmtModify":1744774678782,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"应该解雇特特不靠谱","listText":"应该解雇特特不靠谱","text":"应该解雇特特不靠谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425069378617584","repostId":"2527513405","repostType":4,"repost":{"id":"2527513405","kind":"news","pubTimestamp":1744764932,"share":"https://www.laohu8.com/m/news/2527513405?lang=&edition=full","pubTime":"2025-04-16 08:55","market":"us","language":"zh","title":"白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2527513405","media":"华尔街见闻","summary":"市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。","content":"<html><head></head><body><blockquote><p>市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。</p></blockquote><p style=\"text-align: justify;\">在经历了一系列关税政策波动和降息预期反复之际，本周市场所有人的目光讲集中在鲍威尔身上。</p><p style=\"text-align: justify;\">北京时间周四凌晨01:30，美联储主席鲍威尔将在芝加哥经济俱乐部就美国经济前景发表讲话，预计市场将密切关注他的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。</p><p style=\"text-align: justify;\">目前为止，美联储坚持“观望”立场，鲍威尔在最新讲话中对降息的表态守旧，同时据知情人士援引媒体最新消息，<strong>美联储正在抵制来自白宫和华盛顿的压力，并未加速推动鼓励银行增持美债的监管改革。</strong></p><p style=\"text-align: justify;\">随着贸易格局和金融市场的动荡，鲍威尔的命运也正面临越来越多的不确定性，美国财长贝森特周一表态称“一直在考虑下一任美联储主席人选，计划在秋季开始面试潜在候选人”。</p><p style=\"text-align: justify;\">知名金融分析师Jim Bianco在社交媒体上发文表示，<strong>鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。</strong></p><h2 id=\"id_562926560\">鲍威尔对降息状态守旧</h2><p style=\"text-align: justify;\">鲍威尔在最近的讲话中继续保持了相对传统保守的立场，在4月4日SABEW年度会议上的讲话中，他重申了美联储对最大限度就业和价格稳定的双重使命的承诺，但更高的关税可能会在未来几个季度推高通胀。</p><p style=\"text-align: justify;\">上周，特朗普总统宣布对除中国以外的大多数互惠关税暂停90天，令市场措手不及。市场寄希望于此次休战将缓解成本压力，股市应声上涨，而一些预测人士则将经济衰退的可能性从65%下调至45%。</p><p style=\"text-align: justify;\">在关税休战之前，市场曾预计美联储今年将最多降息四次。这种预期已有所减弱，但交易员们仍预计未来美联储的宽松幅度将比关税休战之前更大。</p><h2 id=\"id_800492798\" style=\"text-align: left;\">美联储拒绝加速改革救市</h2><p style=\"text-align: justify;\">近期美债价格的剧烈波动迫使特朗普关税休战，即使在他改变主意之后，投资者仍然感到不安，美债收益率上升表明美国政府面临压力，并且对政府偿还债务的信心正在减弱，市场将目光放在美联储身上。</p><p style=\"text-align: left;\"><strong>根据Semafor报道，知情人士表示，美联储并未加速推动鼓励银行增持政府债券的监管改革。这一立场与华尔街和白宫的期望形成鲜明对比，后者一直游说监管机构迅速修改资本金要求，以增加银行购买美债的意愿。</strong></p><p style=\"text-align: justify;\">戴蒙在上周发布的年度信函中写道：</p><blockquote><p style=\"text-align: justify;\">这些规则实际上阻止了银行充当金融市场的中介机构，而这在错误的时间点尤其痛苦——当市场变得动荡时。</p></blockquote><p style=\"text-align: justify;\">知情人士表示，目前对持有大量美债的银行进行惩罚性调整的规则，正在经历一个可能耗时数月的艰苦内部程序。<strong>但调整这些政策可能会为充满市场带来数十亿美元的购买力。波士顿联储主席柯林斯上周表示，美联储“绝对”准备在必要时进行干预。一些投资者认为，这番言论表明美联储已准备好介入。</strong></p><p style=\"text-align: justify;\">美联储自2月份以来一直在制定一项提案，但目前还没有计划仓促出台最终规则，部分原因是担心被视为恐慌——或者更糟的是，担心会救助大量抛售股票的政府或对冲基金。知情人士表示，目前的计划是在今年春季晚些时候或夏季通过正常的监管程序提出这些修改。</p><h2 id=\"id_1152963220\" style=\"text-align: left;\">鲍威尔命运存疑空？</h2><p style=\"text-align: left;\">随着2025年美国政治格局变化，鲍威尔的未来正面临越来越多的不确定性。特朗普在竞选期间曾多次批评鲍威尔和美联储的政策，甚至威胁要解除其职务。</p><p style=\"text-align: left;\">当地时间周一，美国财政部长贝森特在接受采访时表示，他与总统特朗普“一直在考虑”下一任美联储主席的人选，并计划在秋季开始面试潜在候选人。</p><p style=\"text-align: left;\">现任美联储主席鲍威尔的任期将于2026年5月结束，而贝森特的此番发言提前点燃了市场对美联储领导层变动的猜测火焰。</p><p style=\"text-align: left;\"><strong>知名金融分析师Jim Bianco在社交媒体上发文指出，鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空：</strong></p><blockquote><p style=\"text-align: left;\">特朗普不会再次任命他（这一点毋庸置疑）。特朗普会解雇他吗？这非常棘手（而且法律上也未可知）。贝森特去年提出的替代方案是设立一位“影子美联储主席”，也就是说提前几个月任命鲍威尔的继任者。</p><p style=\"text-align: left;\">接着，这位被提名人可能会定期出现在财经电视节目上，像个“纸上谈兵的四分卫”（armchair QB），批评鲍威尔的每一次讲话和决定，从而削弱他的权威。</p><p style=\"text-align: left;\">我们应该听明年5月离任的鲍威尔的意见，还是听明年5月即将上任的美联储主席的意见？听起来影子美联储主席将于今年秋季上任。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1b46c7f8e2e3931314cca1a443fdaba\" tg-width=\"1204\" tg-height=\"1054\"/></p></blockquote><p style=\"text-align: left;\">金融市场正密切关注这一潜在权力斗争的发展。如果鲍威尔被解职或其政策自主权受到严重限制，可能会引发市场对美联储独立性的担忧，并导致债券和股票市场波动加剧。</p></body></html>","source":"wallstreetcn_hot_news","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>白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？</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白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 08:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745290><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。在经历了一系列关税政策波动和降息预期反复之际，本周市场所有人的目光讲集中在鲍威尔身上。北京时间周四凌晨01:30，美联储主席鲍威尔将在芝加哥经济俱乐部就美国经济前景发表讲话，预计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745290\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{"BK4559":"巴菲特持仓","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓","SH":"标普500反向ETF","BK4588":"碎股","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","IVV":"标普500指数ETF","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3745290","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527513405","content_text":"市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。在经历了一系列关税政策波动和降息预期反复之际，本周市场所有人的目光讲集中在鲍威尔身上。北京时间周四凌晨01:30，美联储主席鲍威尔将在芝加哥经济俱乐部就美国经济前景发表讲话，预计市场将密切关注他的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前为止，美联储坚持“观望”立场，鲍威尔在最新讲话中对降息的表态守旧，同时据知情人士援引媒体最新消息，美联储正在抵制来自白宫和华盛顿的压力，并未加速推动鼓励银行增持美债的监管改革。随着贸易格局和金融市场的动荡，鲍威尔的命运也正面临越来越多的不确定性，美国财长贝森特周一表态称“一直在考虑下一任美联储主席人选，计划在秋季开始面试潜在候选人”。知名金融分析师Jim Bianco在社交媒体上发文表示，鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。鲍威尔对降息状态守旧鲍威尔在最近的讲话中继续保持了相对传统保守的立场，在4月4日SABEW年度会议上的讲话中，他重申了美联储对最大限度就业和价格稳定的双重使命的承诺，但更高的关税可能会在未来几个季度推高通胀。上周，特朗普总统宣布对除中国以外的大多数互惠关税暂停90天，令市场措手不及。市场寄希望于此次休战将缓解成本压力，股市应声上涨，而一些预测人士则将经济衰退的可能性从65%下调至45%。在关税休战之前，市场曾预计美联储今年将最多降息四次。这种预期已有所减弱，但交易员们仍预计未来美联储的宽松幅度将比关税休战之前更大。美联储拒绝加速改革救市近期美债价格的剧烈波动迫使特朗普关税休战，即使在他改变主意之后，投资者仍然感到不安，美债收益率上升表明美国政府面临压力，并且对政府偿还债务的信心正在减弱，市场将目光放在美联储身上。根据Semafor报道，知情人士表示，美联储并未加速推动鼓励银行增持政府债券的监管改革。这一立场与华尔街和白宫的期望形成鲜明对比，后者一直游说监管机构迅速修改资本金要求，以增加银行购买美债的意愿。戴蒙在上周发布的年度信函中写道：这些规则实际上阻止了银行充当金融市场的中介机构，而这在错误的时间点尤其痛苦——当市场变得动荡时。知情人士表示，目前对持有大量美债的银行进行惩罚性调整的规则，正在经历一个可能耗时数月的艰苦内部程序。但调整这些政策可能会为充满市场带来数十亿美元的购买力。波士顿联储主席柯林斯上周表示，美联储“绝对”准备在必要时进行干预。一些投资者认为，这番言论表明美联储已准备好介入。美联储自2月份以来一直在制定一项提案，但目前还没有计划仓促出台最终规则，部分原因是担心被视为恐慌——或者更糟的是，担心会救助大量抛售股票的政府或对冲基金。知情人士表示，目前的计划是在今年春季晚些时候或夏季通过正常的监管程序提出这些修改。鲍威尔命运存疑空？随着2025年美国政治格局变化，鲍威尔的未来正面临越来越多的不确定性。特朗普在竞选期间曾多次批评鲍威尔和美联储的政策，甚至威胁要解除其职务。当地时间周一，美国财政部长贝森特在接受采访时表示，他与总统特朗普“一直在考虑”下一任美联储主席的人选，并计划在秋季开始面试潜在候选人。现任美联储主席鲍威尔的任期将于2026年5月结束，而贝森特的此番发言提前点燃了市场对美联储领导层变动的猜测火焰。知名金融分析师Jim Bianco在社交媒体上发文指出，鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空：特朗普不会再次任命他（这一点毋庸置疑）。特朗普会解雇他吗？这非常棘手（而且法律上也未可知）。贝森特去年提出的替代方案是设立一位“影子美联储主席”，也就是说提前几个月任命鲍威尔的继任者。接着，这位被提名人可能会定期出现在财经电视节目上，像个“纸上谈兵的四分卫”（armchair QB），批评鲍威尔的每一次讲话和决定，从而削弱他的权威。我们应该听明年5月离任的鲍威尔的意见，还是听明年5月即将上任的美联储主席的意见？听起来影子美联储主席将于今年秋季上任。金融市场正密切关注这一潜在权力斗争的发展。如果鲍威尔被解职或其政策自主权受到严重限制，可能会引发市场对美联储独立性的担忧，并导致债券和股票市场波动加剧。","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPY":1,"SSO":0.6}},"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424928360788672,"gmtCreate":1744774640319,"gmtModify":1744774642557,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"该换的人是特不靠谱","listText":"该换的人是特不靠谱","text":"该换的人是特不靠谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424928360788672","repostId":"2527513405","repostType":4,"repost":{"id":"2527513405","kind":"news","pubTimestamp":1744764932,"share":"https://www.laohu8.com/m/news/2527513405?lang=&edition=full","pubTime":"2025-04-16 08:55","market":"us","language":"zh","title":"白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2527513405","media":"华尔街见闻","summary":"市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。","content":"<html><head></head><body><blockquote><p>市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。</p></blockquote><p style=\"text-align: justify;\">在经历了一系列关税政策波动和降息预期反复之际，本周市场所有人的目光讲集中在鲍威尔身上。</p><p style=\"text-align: justify;\">北京时间周四凌晨01:30，美联储主席鲍威尔将在芝加哥经济俱乐部就美国经济前景发表讲话，预计市场将密切关注他的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。</p><p style=\"text-align: justify;\">目前为止，美联储坚持“观望”立场，鲍威尔在最新讲话中对降息的表态守旧，同时据知情人士援引媒体最新消息，<strong>美联储正在抵制来自白宫和华盛顿的压力，并未加速推动鼓励银行增持美债的监管改革。</strong></p><p style=\"text-align: justify;\">随着贸易格局和金融市场的动荡，鲍威尔的命运也正面临越来越多的不确定性，美国财长贝森特周一表态称“一直在考虑下一任美联储主席人选，计划在秋季开始面试潜在候选人”。</p><p style=\"text-align: justify;\">知名金融分析师Jim Bianco在社交媒体上发文表示，<strong>鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。</strong></p><h2 id=\"id_562926560\">鲍威尔对降息状态守旧</h2><p style=\"text-align: justify;\">鲍威尔在最近的讲话中继续保持了相对传统保守的立场，在4月4日SABEW年度会议上的讲话中，他重申了美联储对最大限度就业和价格稳定的双重使命的承诺，但更高的关税可能会在未来几个季度推高通胀。</p><p style=\"text-align: justify;\">上周，特朗普总统宣布对除中国以外的大多数互惠关税暂停90天，令市场措手不及。市场寄希望于此次休战将缓解成本压力，股市应声上涨，而一些预测人士则将经济衰退的可能性从65%下调至45%。</p><p style=\"text-align: justify;\">在关税休战之前，市场曾预计美联储今年将最多降息四次。这种预期已有所减弱，但交易员们仍预计未来美联储的宽松幅度将比关税休战之前更大。</p><h2 id=\"id_800492798\" style=\"text-align: left;\">美联储拒绝加速改革救市</h2><p style=\"text-align: justify;\">近期美债价格的剧烈波动迫使特朗普关税休战，即使在他改变主意之后，投资者仍然感到不安，美债收益率上升表明美国政府面临压力，并且对政府偿还债务的信心正在减弱，市场将目光放在美联储身上。</p><p style=\"text-align: left;\"><strong>根据Semafor报道，知情人士表示，美联储并未加速推动鼓励银行增持政府债券的监管改革。这一立场与华尔街和白宫的期望形成鲜明对比，后者一直游说监管机构迅速修改资本金要求，以增加银行购买美债的意愿。</strong></p><p style=\"text-align: justify;\">戴蒙在上周发布的年度信函中写道：</p><blockquote><p style=\"text-align: justify;\">这些规则实际上阻止了银行充当金融市场的中介机构，而这在错误的时间点尤其痛苦——当市场变得动荡时。</p></blockquote><p style=\"text-align: justify;\">知情人士表示，目前对持有大量美债的银行进行惩罚性调整的规则，正在经历一个可能耗时数月的艰苦内部程序。<strong>但调整这些政策可能会为充满市场带来数十亿美元的购买力。波士顿联储主席柯林斯上周表示，美联储“绝对”准备在必要时进行干预。一些投资者认为，这番言论表明美联储已准备好介入。</strong></p><p style=\"text-align: justify;\">美联储自2月份以来一直在制定一项提案，但目前还没有计划仓促出台最终规则，部分原因是担心被视为恐慌——或者更糟的是，担心会救助大量抛售股票的政府或对冲基金。知情人士表示，目前的计划是在今年春季晚些时候或夏季通过正常的监管程序提出这些修改。</p><h2 id=\"id_1152963220\" style=\"text-align: left;\">鲍威尔命运存疑空？</h2><p style=\"text-align: left;\">随着2025年美国政治格局变化，鲍威尔的未来正面临越来越多的不确定性。特朗普在竞选期间曾多次批评鲍威尔和美联储的政策，甚至威胁要解除其职务。</p><p style=\"text-align: left;\">当地时间周一，美国财政部长贝森特在接受采访时表示，他与总统特朗普“一直在考虑”下一任美联储主席的人选，并计划在秋季开始面试潜在候选人。</p><p style=\"text-align: left;\">现任美联储主席鲍威尔的任期将于2026年5月结束，而贝森特的此番发言提前点燃了市场对美联储领导层变动的猜测火焰。</p><p style=\"text-align: left;\"><strong>知名金融分析师Jim Bianco在社交媒体上发文指出，鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空：</strong></p><blockquote><p style=\"text-align: left;\">特朗普不会再次任命他（这一点毋庸置疑）。特朗普会解雇他吗？这非常棘手（而且法律上也未可知）。贝森特去年提出的替代方案是设立一位“影子美联储主席”，也就是说提前几个月任命鲍威尔的继任者。</p><p style=\"text-align: left;\">接着，这位被提名人可能会定期出现在财经电视节目上，像个“纸上谈兵的四分卫”（armchair QB），批评鲍威尔的每一次讲话和决定，从而削弱他的权威。</p><p style=\"text-align: left;\">我们应该听明年5月离任的鲍威尔的意见，还是听明年5月即将上任的美联储主席的意见？听起来影子美联储主席将于今年秋季上任。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1b46c7f8e2e3931314cca1a443fdaba\" tg-width=\"1204\" tg-height=\"1054\"/></p></blockquote><p style=\"text-align: left;\">金融市场正密切关注这一潜在权力斗争的发展。如果鲍威尔被解职或其政策自主权受到严重限制，可能会引发市场对美联储独立性的担忧，并导致债券和股票市场波动加剧。</p></body></html>","source":"wallstreetcn_hot_news","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>白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？</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白宫对美联储不满与日俱增，风口浪尖的鲍威尔，今晚会讲什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 08:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745290><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。在经历了一系列关税政策波动和降息预期反复之际，本周市场所有人的目光讲集中在鲍威尔身上。北京时间周四凌晨01:30，美联储主席鲍威尔将在芝加哥经济俱乐部就美国经济前景发表讲话，预计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745290\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{"BK4559":"巴菲特持仓","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓","SH":"标普500反向ETF","BK4588":"碎股","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","IVV":"标普500指数ETF","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3745290","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527513405","content_text":"市场将密切关注鲍威尔的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前鲍威尔对降息的表态守旧，且美联储未加速推动鼓励银行增持美债的监管改革。后续鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。在经历了一系列关税政策波动和降息预期反复之际，本周市场所有人的目光讲集中在鲍威尔身上。北京时间周四凌晨01:30，美联储主席鲍威尔将在芝加哥经济俱乐部就美国经济前景发表讲话，预计市场将密切关注他的讲话，寻找有关潜在降息以及银行增持美债监管改革进展的线索。目前为止，美联储坚持“观望”立场，鲍威尔在最新讲话中对降息的表态守旧，同时据知情人士援引媒体最新消息，美联储正在抵制来自白宫和华盛顿的压力，并未加速推动鼓励银行增持美债的监管改革。随着贸易格局和金融市场的动荡，鲍威尔的命运也正面临越来越多的不确定性，美国财长贝森特周一表态称“一直在考虑下一任美联储主席人选，计划在秋季开始面试潜在候选人”。知名金融分析师Jim Bianco在社交媒体上发文表示，鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空。鲍威尔对降息状态守旧鲍威尔在最近的讲话中继续保持了相对传统保守的立场，在4月4日SABEW年度会议上的讲话中，他重申了美联储对最大限度就业和价格稳定的双重使命的承诺，但更高的关税可能会在未来几个季度推高通胀。上周，特朗普总统宣布对除中国以外的大多数互惠关税暂停90天，令市场措手不及。市场寄希望于此次休战将缓解成本压力，股市应声上涨，而一些预测人士则将经济衰退的可能性从65%下调至45%。在关税休战之前，市场曾预计美联储今年将最多降息四次。这种预期已有所减弱，但交易员们仍预计未来美联储的宽松幅度将比关税休战之前更大。美联储拒绝加速改革救市近期美债价格的剧烈波动迫使特朗普关税休战，即使在他改变主意之后，投资者仍然感到不安，美债收益率上升表明美国政府面临压力，并且对政府偿还债务的信心正在减弱，市场将目光放在美联储身上。根据Semafor报道，知情人士表示，美联储并未加速推动鼓励银行增持政府债券的监管改革。这一立场与华尔街和白宫的期望形成鲜明对比，后者一直游说监管机构迅速修改资本金要求，以增加银行购买美债的意愿。戴蒙在上周发布的年度信函中写道：这些规则实际上阻止了银行充当金融市场的中介机构，而这在错误的时间点尤其痛苦——当市场变得动荡时。知情人士表示，目前对持有大量美债的银行进行惩罚性调整的规则，正在经历一个可能耗时数月的艰苦内部程序。但调整这些政策可能会为充满市场带来数十亿美元的购买力。波士顿联储主席柯林斯上周表示，美联储“绝对”准备在必要时进行干预。一些投资者认为，这番言论表明美联储已准备好介入。美联储自2月份以来一直在制定一项提案，但目前还没有计划仓促出台最终规则，部分原因是担心被视为恐慌——或者更糟的是，担心会救助大量抛售股票的政府或对冲基金。知情人士表示，目前的计划是在今年春季晚些时候或夏季通过正常的监管程序提出这些修改。鲍威尔命运存疑空？随着2025年美国政治格局变化，鲍威尔的未来正面临越来越多的不确定性。特朗普在竞选期间曾多次批评鲍威尔和美联储的政策，甚至威胁要解除其职务。当地时间周一，美国财政部长贝森特在接受采访时表示，他与总统特朗普“一直在考虑”下一任美联储主席的人选，并计划在秋季开始面试潜在候选人。现任美联储主席鲍威尔的任期将于2026年5月结束，而贝森特的此番发言提前点燃了市场对美联储领导层变动的猜测火焰。知名金融分析师Jim Bianco在社交媒体上发文指出，鲍威尔可能面临两种命运：要么被特朗普直接解职，要么被实质性架空：特朗普不会再次任命他（这一点毋庸置疑）。特朗普会解雇他吗？这非常棘手（而且法律上也未可知）。贝森特去年提出的替代方案是设立一位“影子美联储主席”，也就是说提前几个月任命鲍威尔的继任者。接着，这位被提名人可能会定期出现在财经电视节目上，像个“纸上谈兵的四分卫”（armchair QB），批评鲍威尔的每一次讲话和决定，从而削弱他的权威。我们应该听明年5月离任的鲍威尔的意见，还是听明年5月即将上任的美联储主席的意见？听起来影子美联储主席将于今年秋季上任。金融市场正密切关注这一潜在权力斗争的发展。如果鲍威尔被解职或其政策自主权受到严重限制，可能会引发市场对美联储独立性的担忧，并导致债券和股票市场波动加剧。","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPY":1,"SSO":0.6}},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421908397887952,"gmtCreate":1744025507366,"gmtModify":1749060507977,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"我开仓了<a 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>,无奈之举","text":"我平仓了$美国超微公司(AMD)$ ,无奈之举","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412473412464856","isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406009692360968,"gmtCreate":1740149832366,"gmtModify":1743234486780,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSFT 20250328 400.0 CALL\">$MSFT 20250328 400.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/MSFT 20250328 400.0 CALL\">$MSFT 20250328 400.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了1手$MSFT 20250328 400.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406009692360968","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":390671709,"gmtCreate":1605795964401,"gmtModify":1703839656166,"author":{"id":"3549231016611627","authorId":"3549231016611627","name":"Lilyzhang","avatar":"https://static.tigerbbs.com/93ffe4423dae553163ba363a58bffc08","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549231016611627","authorIdStr":"3549231016611627"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>马云能这样做也是因为银行低利率的把钱贷给他。但银行不能低利率的贷给小企业。现在又把所有问题怪罪马云身上。而且那些借钱的人，提前消费的人不知道借钱要还吗？自己提前消费，没有节制最后赖在别人身上？好意思吗？不说银行本来就有漏洞，，银行本身没为大众服务。就天天骗我们这些无知的老百姓吧！我就算是亏了也要支持阿里。","listText":"<a 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