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06-17

说说你对这篇新闻的看法...

抱歉，原内容已删除

06-05

$Circle Internet Corp.(CRCL)$ 什么时候可以买

05-23

$NVTS 20250620 3.5 CALL$ 头铁看看明天有没有超额收益，前天才一分钱，昨天暴涨1000倍

03-19

打压下来再回购

03-19

回购

2023-09-08

$QCOM 20230915 100.0 PUT$

2022-09-16

这篇文章不错，转发给大家看

@小虎老师:“股债双杀”如何破局？一文获悉未来走势及对冲策略

2022-07-06

明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当

华尔街大空头：美国经济增长放缓比预期更糟糕

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头铁看看明天有没有超额收益，前天才一分钱，昨天暴涨1000倍","images":[{"img":"https://static.tigerbbs.com/ed2d84ddd8514ee654f44066d4f4510c","width":"828","height":"1490"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437924344541768","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":415152813789480,"gmtCreate":1742375798803,"gmtModify":1742376615071,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"打压下来再回购","listText":"打压下来再回购","text":"打压下来再回购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415152813789480","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415154776883712,"gmtCreate":1742375770362,"gmtModify":1742375772350,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"回购","listText":"回购","text":"回购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415154776883712","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217700533887240,"gmtCreate":1694184166121,"gmtModify":1694184364258,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"<a 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8月通胀数据令华尔街措手不及，美国股市和债市再次遭遇血洗，出现了自2020年6月以来最严重的抛售。 周二一天美股市值下跌超过16,000亿美元，超过美股总市值的4%。纳斯达克下跌超过5%，道琼斯指数下跌1,276.37点，跌幅3.9%，至31104.97点。标普500指数下跌177.72点，跌幅4.3%，至3,932.69点，为2020年6月以来的最差表现。所有行业集体下跌，标普500中只有5只股票<a href=\"https://laohu8.com/S/CTVA\">$Corteva, Inc.(CTVA)$</a> ,<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> , <a href=\"https://laohu8.com/S/CF\">$CF Industries Holdings Inc(CF)$</a> , <a href=\"https://laohu8.com/S/ALB\">$Albemarle(ALB)$</a> , <a href=\"https://laohu8.com/S/MOS\">$Mosaic(MOS)$</a>收盘小幅上涨。各行业的表现如下图:对利率最敏感的周期性股票，原材料，科技股跌的最多。其中，通信服务、科技和非必需消费类股均下跌超过5%，高风险资产比特币价格跳水，跌了超过9%。科技股对利率预期的变化极为敏感，其估值主要基于未来的增长前景：<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 跌超过9%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 下跌7%；<a href=\"https://laohu8.com/S/AAPL\">$苹果</a>","listText":"“股债双杀”噩梦重温 8月通胀数据令华尔街措手不及，美国股市和债市再次遭遇血洗，出现了自2020年6月以来最严重的抛售。 周二一天美股市值下跌超过16,000亿美元，超过美股总市值的4%。纳斯达克下跌超过5%，道琼斯指数下跌1,276.37点，跌幅3.9%，至31104.97点。标普500指数下跌177.72点，跌幅4.3%，至3,932.69点，为2020年6月以来的最差表现。所有行业集体下跌，标普500中只有5只股票<a href=\"https://laohu8.com/S/CTVA\">$Corteva, Inc.(CTVA)$</a> ,<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> , <a href=\"https://laohu8.com/S/CF\">$CF Industries Holdings Inc(CF)$</a> , <a href=\"https://laohu8.com/S/ALB\">$Albemarle(ALB)$</a> , <a href=\"https://laohu8.com/S/MOS\">$Mosaic(MOS)$</a>收盘小幅上涨。各行业的表现如下图:对利率最敏感的周期性股票，原材料，科技股跌的最多。其中，通信服务、科技和非必需消费类股均下跌超过5%，高风险资产比特币价格跳水，跌了超过9%。科技股对利率预期的变化极为敏感，其估值主要基于未来的增长前景：<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 跌超过9%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 下跌7%；<a href=\"https://laohu8.com/S/AAPL\">$苹果</a>","text":"“股债双杀”噩梦重温 8月通胀数据令华尔街措手不及，美国股市和债市再次遭遇血洗，出现了自2020年6月以来最严重的抛售。 周二一天美股市值下跌超过16,000亿美元，超过美股总市值的4%。纳斯达克下跌超过5%，道琼斯指数下跌1,276.37点，跌幅3.9%，至31104.97点。标普500指数下跌177.72点，跌幅4.3%，至3,932.69点，为2020年6月以来的最差表现。所有行业集体下跌，标普500中只有5只股票$Corteva, Inc.(CTVA)$ ,$Twitter(TWTR)$ , $CF Industries Holdings Inc(CF)$ , $Albemarle(ALB)$ , $Mosaic(MOS)$收盘小幅上涨。各行业的表现如下图:对利率最敏感的周期性股票，原材料，科技股跌的最多。其中，通信服务、科技和非必需消费类股均下跌超过5%，高风险资产比特币价格跳水，跌了超过9%。科技股对利率预期的变化极为敏感，其估值主要基于未来的增长前景：$Meta Platforms(META)$ 跌超过9%，$亚马逊(AMZN)$ 下跌7%；$苹果","images":[{"img":"https://static.tigerbbs.com/c0495fcbcbf664503a21b96f22569d5d","width":"1024","height":"703"},{"img":"https://static.tigerbbs.com/a9897057cad899d4e94e29a587c4b038","width":"550","height":"298"},{"img":"https://static.tigerbbs.com/ada44007a810a86a14750d330fd839d4","width":"1030","height":"326"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663699974","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681536066,"gmtCreate":1657058686057,"gmtModify":1704866390673,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当","listText":"明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当","text":"明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681536066","repostId":"2249859525","repostType":2,"repost":{"id":"2249859525","kind":"highlight","pubTimestamp":1657028694,"share":"https://www.laohu8.com/m/news/2249859525?lang=&edition=full","pubTime":"2022-07-05 21:44","market":"hk","language":"zh","title":"华尔街大空头：美国经济增长放缓  比预期更糟糕","url":"https://stock-news.laohu8.com/highlight/detail?id=2249859525","media":"华尔街见闻","summary":"如果美国经济确实陷入衰退，股市可能再跌20%。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>警告，受俄乌冲突影响，美国经济正处于经济放缓之中，而且将比预期还要糟糕。</p>\n<p>华尔街大空头、摩根士丹利首席股票策略师Michael Wilson在最新的报告中表示，鉴于美债收益率近期下跌，投资者预计如果通胀在今年下半年见顶，美联储可能会降低鹰派立场，但“<strong>利率下降应被理解为是对经济增长的担忧，而不是来自美联储的政策放松”。</strong></p>\n<p>Wilson认为，随着利率和股票风险溢价开始更准确地反映经济增长放缓，市场可能会受到二季度公司业绩的影响。如果宏观经济数据不能证实经济衰退，美国股市可能会进一步上涨，<strong>但如果经济确实萎缩，标普500指数可能跌至3000点，这较最新收盘价低约22%。</strong></p>\n<p><img src=\"https://wpimg.wallstcn.com/57adfcbb-d605-4e37-8957-4b6ae6aed687.png\"/></p>\n<p>Wilson警告，由于标普500指数和纳斯达克100指数的盈利预期目前仍远高于金融危机后美股整体盈利<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>20%以上，美股存在盈利下修的风险。“而只有在盈利预期下修至更合理水平或者整个估值已经反映这种风险时，熊市才算见底”。</p>\n<p>在行业配置方面，Wilson认为目前市场更加青睐盈利较为稳定的行业，包括电信、公用事业、保险、房地产、部分消费必需品和医疗保健在内的防御性行业。科技硬件和半导体面临的风险则较大。</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>华尔街大空头：美国经济增长放缓  比预期更糟糕</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华尔街大空头：美国经济增长放缓  比预期更糟糕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 21:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3663923><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利警告，受俄乌冲突影响，美国经济正处于经济放缓之中，而且将比预期还要糟糕。\n华尔街大空头、摩根士丹利首席股票策略师Michael Wilson在最新的报告中表示，鉴于美债收益率近期下跌，投资者预计如果通胀在今年下半年见顶，美联储可能会降低鹰派立场，但“利率下降应被理解为是对经济增长的担忧，而不是来自美联储的政策放松”。\nWilson认为，随着利率和股票风险溢价开始更准确地反映经济增长放缓，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663923\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓",".IXIC":"NASDAQ 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Wilson在最新的报告中表示，鉴于美债收益率近期下跌，投资者预计如果通胀在今年下半年见顶，美联储可能会降低鹰派立场，但“利率下降应被理解为是对经济增长的担忧，而不是来自美联储的政策放松”。\nWilson认为，随着利率和股票风险溢价开始更准确地反映经济增长放缓，市场可能会受到二季度公司业绩的影响。如果宏观经济数据不能证实经济衰退，美国股市可能会进一步上涨，但如果经济确实萎缩，标普500指数可能跌至3000点，这较最新收盘价低约22%。\n\nWilson警告，由于标普500指数和纳斯达克100指数的盈利预期目前仍远高于金融危机后美股整体盈利趋势线20%以上，美股存在盈利下修的风险。“而只有在盈利预期下修至更合理水平或者整个估值已经反映这种风险时，熊市才算见底”。\n在行业配置方面，Wilson认为目前市场更加青睐盈利较为稳定的行业，包括电信、公用事业、保险、房地产、部分消费必需品和医疗保健在内的防御性行业。科技硬件和半导体面临的风险则较大。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":0.9,".IXIC":0.9,".SPX":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6,"NQmain":0.6,"IVV":0.6,"MS":0.9,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.9,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":446793672999256,"gmtCreate":1750101856639,"gmtModify":1750101857605,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446793672999256","repostId":"2543675271","repostType":4,"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442809381204856,"gmtCreate":1749130562107,"gmtModify":1749130563286,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"<a 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8月通胀数据令华尔街措手不及，美国股市和债市再次遭遇血洗，出现了自2020年6月以来最严重的抛售。 周二一天美股市值下跌超过16,000亿美元，超过美股总市值的4%。纳斯达克下跌超过5%，道琼斯指数下跌1,276.37点，跌幅3.9%，至31104.97点。标普500指数下跌177.72点，跌幅4.3%，至3,932.69点，为2020年6月以来的最差表现。所有行业集体下跌，标普500中只有5只股票<a href=\"https://laohu8.com/S/CTVA\">$Corteva, Inc.(CTVA)$</a> ,<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> , <a href=\"https://laohu8.com/S/CF\">$CF Industries Holdings Inc(CF)$</a> , <a href=\"https://laohu8.com/S/ALB\">$Albemarle(ALB)$</a> , <a href=\"https://laohu8.com/S/MOS\">$Mosaic(MOS)$</a>收盘小幅上涨。各行业的表现如下图:对利率最敏感的周期性股票，原材料，科技股跌的最多。其中，通信服务、科技和非必需消费类股均下跌超过5%，高风险资产比特币价格跳水，跌了超过9%。科技股对利率预期的变化极为敏感，其估值主要基于未来的增长前景：<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 跌超过9%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 下跌7%；<a href=\"https://laohu8.com/S/AAPL\">$苹果</a>","listText":"“股债双杀”噩梦重温 8月通胀数据令华尔街措手不及，美国股市和债市再次遭遇血洗，出现了自2020年6月以来最严重的抛售。 周二一天美股市值下跌超过16,000亿美元，超过美股总市值的4%。纳斯达克下跌超过5%，道琼斯指数下跌1,276.37点，跌幅3.9%，至31104.97点。标普500指数下跌177.72点，跌幅4.3%，至3,932.69点，为2020年6月以来的最差表现。所有行业集体下跌，标普500中只有5只股票<a href=\"https://laohu8.com/S/CTVA\">$Corteva, Inc.(CTVA)$</a> ,<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> , <a href=\"https://laohu8.com/S/CF\">$CF Industries Holdings Inc(CF)$</a> , <a href=\"https://laohu8.com/S/ALB\">$Albemarle(ALB)$</a> , <a href=\"https://laohu8.com/S/MOS\">$Mosaic(MOS)$</a>收盘小幅上涨。各行业的表现如下图:对利率最敏感的周期性股票，原材料，科技股跌的最多。其中，通信服务、科技和非必需消费类股均下跌超过5%，高风险资产比特币价格跳水，跌了超过9%。科技股对利率预期的变化极为敏感，其估值主要基于未来的增长前景：<a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 跌超过9%，<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 下跌7%；<a href=\"https://laohu8.com/S/AAPL\">$苹果</a>","text":"“股债双杀”噩梦重温 8月通胀数据令华尔街措手不及，美国股市和债市再次遭遇血洗，出现了自2020年6月以来最严重的抛售。 周二一天美股市值下跌超过16,000亿美元，超过美股总市值的4%。纳斯达克下跌超过5%，道琼斯指数下跌1,276.37点，跌幅3.9%，至31104.97点。标普500指数下跌177.72点，跌幅4.3%，至3,932.69点，为2020年6月以来的最差表现。所有行业集体下跌，标普500中只有5只股票$Corteva, Inc.(CTVA)$ ,$Twitter(TWTR)$ , $CF Industries Holdings Inc(CF)$ , $Albemarle(ALB)$ , $Mosaic(MOS)$收盘小幅上涨。各行业的表现如下图:对利率最敏感的周期性股票，原材料，科技股跌的最多。其中，通信服务、科技和非必需消费类股均下跌超过5%，高风险资产比特币价格跳水，跌了超过9%。科技股对利率预期的变化极为敏感，其估值主要基于未来的增长前景：$Meta Platforms(META)$ 跌超过9%，$亚马逊(AMZN)$ 下跌7%；$苹果","images":[{"img":"https://static.tigerbbs.com/c0495fcbcbf664503a21b96f22569d5d","width":"1024","height":"703"},{"img":"https://static.tigerbbs.com/a9897057cad899d4e94e29a587c4b038","width":"550","height":"298"},{"img":"https://static.tigerbbs.com/ada44007a810a86a14750d330fd839d4","width":"1030","height":"326"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663699974","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681536066,"gmtCreate":1657058686057,"gmtModify":1704866390673,"author":{"id":"3553478378454908","authorId":"3553478378454908","name":"cave","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553478378454908","authorIdStr":"3553478378454908"},"themes":[],"htmlText":"明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当","listText":"明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当","text":"明明可以做多了。放假信息骗筹码。华尔街不是东西，谁信谁上当","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681536066","repostId":"2249859525","repostType":2,"repost":{"id":"2249859525","kind":"highlight","pubTimestamp":1657028694,"share":"https://www.laohu8.com/m/news/2249859525?lang=&edition=full","pubTime":"2022-07-05 21:44","market":"hk","language":"zh","title":"华尔街大空头：美国经济增长放缓  比预期更糟糕","url":"https://stock-news.laohu8.com/highlight/detail?id=2249859525","media":"华尔街见闻","summary":"如果美国经济确实陷入衰退，股市可能再跌20%。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>警告，受俄乌冲突影响，美国经济正处于经济放缓之中，而且将比预期还要糟糕。</p>\n<p>华尔街大空头、摩根士丹利首席股票策略师Michael Wilson在最新的报告中表示，鉴于美债收益率近期下跌，投资者预计如果通胀在今年下半年见顶，美联储可能会降低鹰派立场，但“<strong>利率下降应被理解为是对经济增长的担忧，而不是来自美联储的政策放松”。</strong></p>\n<p>Wilson认为，随着利率和股票风险溢价开始更准确地反映经济增长放缓，市场可能会受到二季度公司业绩的影响。如果宏观经济数据不能证实经济衰退，美国股市可能会进一步上涨，<strong>但如果经济确实萎缩，标普500指数可能跌至3000点，这较最新收盘价低约22%。</strong></p>\n<p><img src=\"https://wpimg.wallstcn.com/57adfcbb-d605-4e37-8957-4b6ae6aed687.png\"/></p>\n<p>Wilson警告，由于标普500指数和纳斯达克100指数的盈利预期目前仍远高于金融危机后美股整体盈利<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>20%以上，美股存在盈利下修的风险。“而只有在盈利预期下修至更合理水平或者整个估值已经反映这种风险时，熊市才算见底”。</p>\n<p>在行业配置方面，Wilson认为目前市场更加青睐盈利较为稳定的行业，包括电信、公用事业、保险、房地产、部分消费必需品和医疗保健在内的防御性行业。科技硬件和半导体面临的风险则较大。</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>华尔街大空头：美国经济增长放缓  比预期更糟糕</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华尔街大空头：美国经济增长放缓  比预期更糟糕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-05 21:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3663923><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利警告，受俄乌冲突影响，美国经济正处于经济放缓之中，而且将比预期还要糟糕。\n华尔街大空头、摩根士丹利首席股票策略师Michael Wilson在最新的报告中表示，鉴于美债收益率近期下跌，投资者预计如果通胀在今年下半年见顶，美联储可能会降低鹰派立场，但“利率下降应被理解为是对经济增长的担忧，而不是来自美联储的政策放松”。\nWilson认为，随着利率和股票风险溢价开始更准确地反映经济增长放缓，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663923\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓",".IXIC":"NASDAQ 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Wilson在最新的报告中表示，鉴于美债收益率近期下跌，投资者预计如果通胀在今年下半年见顶，美联储可能会降低鹰派立场，但“利率下降应被理解为是对经济增长的担忧，而不是来自美联储的政策放松”。\nWilson认为，随着利率和股票风险溢价开始更准确地反映经济增长放缓，市场可能会受到二季度公司业绩的影响。如果宏观经济数据不能证实经济衰退，美国股市可能会进一步上涨，但如果经济确实萎缩，标普500指数可能跌至3000点，这较最新收盘价低约22%。\n\nWilson警告，由于标普500指数和纳斯达克100指数的盈利预期目前仍远高于金融危机后美股整体盈利趋势线20%以上，美股存在盈利下修的风险。“而只有在盈利预期下修至更合理水平或者整个估值已经反映这种风险时，熊市才算见底”。\n在行业配置方面，Wilson认为目前市场更加青睐盈利较为稳定的行业，包括电信、公用事业、保险、房地产、部分消费必需品和医疗保健在内的防御性行业。科技硬件和半导体面临的风险则较大。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":0.9,".IXIC":0.9,".SPX":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6,"NQmain":0.6,"IVV":0.6,"MS":0.9,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.9,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}