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2022-03-09

Ok

市场综述 | 欧美不断“拱火”！港A现深V走势

2022-03-04

Oo

美国上周初请失业金人数为21.50万，创年初以来最低水平

2022-03-02

Oh

韩国散户“中毒”背后，多少人看到了自己的影子

2022-02-21

Oh no

美国通胀，有点70年代的味道

2022-02-16

Ok

一图看懂 | 10大顶级机构Q4持仓变动

2022-02-12

Really?

盘前 | 多家机构持仓曝光！“美版花呗”重挫10%

2022-02-12

Oh no

抱歉，原内容已删除

2022-02-12

Oh no

昨夜今晨 | 白宫就乌克兰局势放狠话，美股狂泄500点

2022-02-10

$BlackBerry(BB)$sad

2022-02-10

Good

抱歉，原内容已删除

2022-02-10

No

抱歉，原内容已删除

2022-01-24

K

抱歉，原内容已删除

2022-01-22

Oh

@言财美股研究社:加息与缩表会是决定价值股跑赢科技成长股的信号枪吗？

2022-01-17

O

抱歉，原内容已删除

2022-01-16

Ok

抱歉，原内容已删除

2022-01-16

Ok

抱歉，原内容已删除

2021-12-13

Ok

抱歉，原内容已删除

2021-12-12

Ok

US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week

2021-12-11

Oo

抱歉，原内容已删除

2021-12-10

Ok

U.S.Stock Futures Edge Up Ahead of Inflation Data

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16:01","market":"fut","language":"zh","title":"市场综述 | 欧美不断“拱火”！港A现深V走势","url":"https://stock-news.laohu8.com/highlight/detail?id=1101349578","media":"老虎资讯综合","summary":"港股恒指收跌0.67%，已连跌四个交易日；A股探底回升，北向资金净卖出超百亿；美股三大股指期货均涨超1%；欧股集体大幅高开；原油、黄金日内涨幅收窄>>>市场消息，美国欧洲司令部发言人表示，为应对俄乌冲","content":"<html><head></head><body><blockquote>港股恒指收跌0.67%，已连跌四个交易日；A股探底回升，北向资金净卖出超百亿；美股三大股指期货均涨超1%；欧股集体大幅高开；原油、黄金日内涨幅收窄&gt;&gt;&gt;</blockquote><p>市场消息，美国欧洲司令部发言人表示，为应对俄乌冲突对美国和北约盟国造成的潜在威胁，美国将向波兰部署两套“爱国者”导弹防御系统。</p><p>此外西方对俄罗斯制裁扩大化，进一步加剧了市场对大宗商品供应担忧。据央视新闻报道，当地时间3月8日，美国正式禁止进口俄罗斯油气，英国宣布将在年内停止进口俄罗斯石油，欧盟建议今年将俄罗斯天然气年度进口量减少三分之二。</p><p><b>港股</b></p><p>港股主要指数探底回升，恒指盘中下探至20100点，一度挫逾3%，恒生科技指数亦跌3%，续创历史新低。截止收盘，恒指跌0.67%，国指跌0.67%，恒生科技指数涨0.26%。</p><p><img src=\"https://static.tigerbbs.com/e3c0c6e0662859ca7a293cfe4845cb60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>行业板块多数下跌，新能源电力股表现突出，风电、光伏等概念大涨靠前，<a href=\"https://laohu8.com/S/01798\">大唐新能源</a>涨逾6%；汽车、锂电池股回暖，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>涨4%；烟草、香港银行股活跃，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>涨4%。体育用品股重挫，<a href=\"https://laohu8.com/S/02331\">李宁</a>跌9.36%；SaaS概念大跌，<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>跌10.8%；石油、内房、医药、重型机械概念跌幅靠前。科技股涨跌参半，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨6%，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>、<a href=\"https://laohu8.com/S/09961\">携程集团-S</a>涨逾4%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>、<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨2%。</p><p><b>A股</b></p><p>大盘今日午后一度跳水大跌，深成指一度跌超5%，随后展开“深V”反弹，但最终三大指数仍小幅下跌。截止收盘，沪指跌1.13%，深成指跌1.12%，创业板指跌0.63%。北向资金全天净卖出109.34亿元，其中沪股通净卖出52.82亿元，深股通净卖出56.52亿元。</p><p><img src=\"https://static.tigerbbs.com/c7489cf6b0566b0ddb77ef99c598f9b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>盘面上，东数西算午后快速拉升带动指数反弹，创业板股<a href=\"https://laohu8.com/S/300603\">立昂技术</a>、<a href=\"https://laohu8.com/S/300588\">熙菱信息</a>涨停。煤炭板块震荡走强，<a href=\"https://laohu8.com/S/601666\">平煤股份</a>涨停。有色、油气等周期类板块跌幅居前。总体上今日个股跌多涨少，两市超3600只个股下跌。沪深两市今日成交额11617亿，较上个交易日放量518亿，午后跳水过程中市场成交量明显放大，恐慌盘涌出。板块方面，东数西算、贵金属、煤炭、绿色电力、旅游等板块涨幅居前，金属镍、油气开采、冰雪产业、证券、化肥等板块跌幅居前。</p><p><b>美股</b></p><p>美股股指期货短线拉升，截至发稿，道指期货涨1.09%，纳斯达克100指数期货涨1.28%，标普500指数期货涨1.13%。</p><p><img src=\"https://static.tigerbbs.com/c9826230b88394a0400b74bdd5786c04\" tg-width=\"385\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p><b>欧股</b></p><p>欧洲主要指数集体大幅高开，截止发稿，德国DAX指数涨3.06%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.8%，法国CAC40指数涨2.52%，欧洲斯托克50指数涨3.08%。</p><p><img src=\"https://static.tigerbbs.com/0b428668647972dfb11e11c74031fad6\" tg-width=\"822\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>原油</b></p><p>原油期货涨幅收窄，截止发稿，WTI原油报124.73美元/桶，涨0.83%；布油现报129.34美元/桶，涨1.06%。</p><p>美国总统拜登宣布，美国将禁止进口俄罗斯石油。英国也宣布了自己的计划，将在年底前逐步消除对俄罗斯石油进口的依赖。欧盟周二早间公布了一项计划，打算逐步摆脱对俄罗斯化石燃料的依赖。</p><p><img src=\"https://static.tigerbbs.com/7a97104fb7eb04462e7c11bcca056d2a\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/29d29529b273626255b1159700fea523\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>黄金</b></p><p>黄金期货涨幅收窄，现涨0.51%，报2053.7美元/盎司。</p><p>乌克兰的地缘政治不确定性，以及对俄罗斯的新制裁，创造了对黄金的强劲需求。随着美英及欧盟禁止进口俄石油，油价飙升，更多的央行可能会购买黄金。同时，为应对大宗商品供应冲击，全球范围内的通胀预期也在飙升。</p><p><img src=\"https://static.tigerbbs.com/af93ed9bbda9103943834e52a98f2f49\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></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\" 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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述 | 欧美不断“拱火”！港A现深V走势\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\">2022-03-09 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>港股恒指收跌0.67%，已连跌四个交易日；A股探底回升，北向资金净卖出超百亿；美股三大股指期货均涨超1%；欧股集体大幅高开；原油、黄金日内涨幅收窄&gt;&gt;&gt;</blockquote><p>市场消息，美国欧洲司令部发言人表示，为应对俄乌冲突对美国和北约盟国造成的潜在威胁，美国将向波兰部署两套“爱国者”导弹防御系统。</p><p>此外西方对俄罗斯制裁扩大化，进一步加剧了市场对大宗商品供应担忧。据央视新闻报道，当地时间3月8日，美国正式禁止进口俄罗斯油气，英国宣布将在年内停止进口俄罗斯石油，欧盟建议今年将俄罗斯天然气年度进口量减少三分之二。</p><p><b>港股</b></p><p>港股主要指数探底回升，恒指盘中下探至20100点，一度挫逾3%，恒生科技指数亦跌3%，续创历史新低。截止收盘，恒指跌0.67%，国指跌0.67%，恒生科技指数涨0.26%。</p><p><img src=\"https://static.tigerbbs.com/e3c0c6e0662859ca7a293cfe4845cb60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>行业板块多数下跌，新能源电力股表现突出，风电、光伏等概念大涨靠前，<a href=\"https://laohu8.com/S/01798\">大唐新能源</a>涨逾6%；汽车、锂电池股回暖，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>涨4%；烟草、香港银行股活跃，<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>涨4%。体育用品股重挫，<a href=\"https://laohu8.com/S/02331\">李宁</a>跌9.36%；SaaS概念大跌，<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>跌10.8%；石油、内房、医药、重型机械概念跌幅靠前。科技股涨跌参半，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>涨6%，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>、<a href=\"https://laohu8.com/S/09961\">携程集团-S</a>涨逾4%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>、<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨2%。</p><p><b>A股</b></p><p>大盘今日午后一度跳水大跌，深成指一度跌超5%，随后展开“深V”反弹，但最终三大指数仍小幅下跌。截止收盘，沪指跌1.13%，深成指跌1.12%，创业板指跌0.63%。北向资金全天净卖出109.34亿元，其中沪股通净卖出52.82亿元，深股通净卖出56.52亿元。</p><p><img src=\"https://static.tigerbbs.com/c7489cf6b0566b0ddb77ef99c598f9b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>盘面上，东数西算午后快速拉升带动指数反弹，创业板股<a href=\"https://laohu8.com/S/300603\">立昂技术</a>、<a href=\"https://laohu8.com/S/300588\">熙菱信息</a>涨停。煤炭板块震荡走强，<a href=\"https://laohu8.com/S/601666\">平煤股份</a>涨停。有色、油气等周期类板块跌幅居前。总体上今日个股跌多涨少，两市超3600只个股下跌。沪深两市今日成交额11617亿，较上个交易日放量518亿，午后跳水过程中市场成交量明显放大，恐慌盘涌出。板块方面，东数西算、贵金属、煤炭、绿色电力、旅游等板块涨幅居前，金属镍、油气开采、冰雪产业、证券、化肥等板块跌幅居前。</p><p><b>美股</b></p><p>美股股指期货短线拉升，截至发稿，道指期货涨1.09%，纳斯达克100指数期货涨1.28%，标普500指数期货涨1.13%。</p><p><img src=\"https://static.tigerbbs.com/c9826230b88394a0400b74bdd5786c04\" tg-width=\"385\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p><b>欧股</b></p><p>欧洲主要指数集体大幅高开，截止发稿，德国DAX指数涨3.06%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.8%，法国CAC40指数涨2.52%，欧洲斯托克50指数涨3.08%。</p><p><img src=\"https://static.tigerbbs.com/0b428668647972dfb11e11c74031fad6\" tg-width=\"822\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/></p><p><b>原油</b></p><p>原油期货涨幅收窄，截止发稿，WTI原油报124.73美元/桶，涨0.83%；布油现报129.34美元/桶，涨1.06%。</p><p>美国总统拜登宣布，美国将禁止进口俄罗斯石油。英国也宣布了自己的计划，将在年底前逐步消除对俄罗斯石油进口的依赖。欧盟周二早间公布了一项计划，打算逐步摆脱对俄罗斯化石燃料的依赖。</p><p><img src=\"https://static.tigerbbs.com/7a97104fb7eb04462e7c11bcca056d2a\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/29d29529b273626255b1159700fea523\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p><b>黄金</b></p><p>黄金期货涨幅收窄，现涨0.51%，报2053.7美元/盎司。</p><p>乌克兰的地缘政治不确定性，以及对俄罗斯的新制裁，创造了对黄金的强劲需求。随着美英及欧盟禁止进口俄石油，油价飙升，更多的央行可能会购买黄金。同时，为应对大宗商品供应冲击，全球范围内的通胀预期也在飙升。</p><p><img src=\"https://static.tigerbbs.com/af93ed9bbda9103943834e52a98f2f49\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p></body></html>\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","HSCCI":"红筹指数",".IXIC":"NASDAQ Composite","HSTECH":"恒生科技指数","HSI":"恒生指数",".SPX":"S&P 500 Index","HSCEI":"国企指数","000001.SH":"上证指数",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101349578","content_text":"港股恒指收跌0.67%，已连跌四个交易日；A股探底回升，北向资金净卖出超百亿；美股三大股指期货均涨超1%；欧股集体大幅高开；原油、黄金日内涨幅收窄>>>市场消息，美国欧洲司令部发言人表示，为应对俄乌冲突对美国和北约盟国造成的潜在威胁，美国将向波兰部署两套“爱国者”导弹防御系统。此外西方对俄罗斯制裁扩大化，进一步加剧了市场对大宗商品供应担忧。据央视新闻报道，当地时间3月8日，美国正式禁止进口俄罗斯油气，英国宣布将在年内停止进口俄罗斯石油，欧盟建议今年将俄罗斯天然气年度进口量减少三分之二。港股港股主要指数探底回升，恒指盘中下探至20100点，一度挫逾3%，恒生科技指数亦跌3%，续创历史新低。截止收盘，恒指跌0.67%，国指跌0.67%，恒生科技指数涨0.26%。行业板块多数下跌，新能源电力股表现突出，风电、光伏等概念大涨靠前，大唐新能源涨逾6%；汽车、锂电池股回暖，吉利汽车、小鹏汽车-W涨4%；烟草、香港银行股活跃，思摩尔国际涨4%。体育用品股重挫，李宁跌9.36%；SaaS概念大跌，金蝶国际跌10.8%；石油、内房、医药、重型机械概念跌幅靠前。科技股涨跌参半，商汤-W涨6%，小鹏汽车-W、携程集团-S涨逾4%，哔哩哔哩-SW、网易-S、中芯国际、美团-W、京东集团-SW涨2%。A股大盘今日午后一度跳水大跌，深成指一度跌超5%，随后展开“深V”反弹，但最终三大指数仍小幅下跌。截止收盘，沪指跌1.13%，深成指跌1.12%，创业板指跌0.63%。北向资金全天净卖出109.34亿元，其中沪股通净卖出52.82亿元，深股通净卖出56.52亿元。盘面上，东数西算午后快速拉升带动指数反弹，创业板股立昂技术、熙菱信息涨停。煤炭板块震荡走强，平煤股份涨停。有色、油气等周期类板块跌幅居前。总体上今日个股跌多涨少，两市超3600只个股下跌。沪深两市今日成交额11617亿，较上个交易日放量518亿，午后跳水过程中市场成交量明显放大，恐慌盘涌出。板块方面，东数西算、贵金属、煤炭、绿色电力、旅游等板块涨幅居前，金属镍、油气开采、冰雪产业、证券、化肥等板块跌幅居前。美股美股股指期货短线拉升，截至发稿，道指期货涨1.09%，纳斯达克100指数期货涨1.28%，标普500指数期货涨1.13%。欧股欧洲主要指数集体大幅高开，截止发稿，德国DAX指数涨3.06%，英国富时100指数涨1.8%，法国CAC40指数涨2.52%，欧洲斯托克50指数涨3.08%。原油原油期货涨幅收窄，截止发稿，WTI原油报124.73美元/桶，涨0.83%；布油现报129.34美元/桶，涨1.06%。美国总统拜登宣布，美国将禁止进口俄罗斯石油。英国也宣布了自己的计划，将在年底前逐步消除对俄罗斯石油进口的依赖。欧盟周二早间公布了一项计划，打算逐步摆脱对俄罗斯化石燃料的依赖。黄金黄金期货涨幅收窄，现涨0.51%，报2053.7美元/盎司。乌克兰的地缘政治不确定性，以及对俄罗斯的新制裁，创造了对黄金的强劲需求。随着美英及欧盟禁止进口俄石油，油价飙升，更多的央行可能会购买黄金。同时，为应对大宗商品供应冲击，全球范围内的通胀预期也在飙升。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"000001.SH":0.9,"ESmain":0.9,"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9,"HSTECH":0.9,"NQmain":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632611429,"gmtCreate":1646385935494,"gmtModify":1646385936780,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632611429","repostId":"1130586692","repostType":4,"repost":{"id":"1130586692","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":1646314235,"share":"https://www.laohu8.com/m/news/1130586692?lang=&edition=full","pubTime":"2022-03-03 21:30","market":"other","language":"zh","title":"美国上周初请失业金人数为21.50万，创年初以来最低水平","url":"https://stock-news.laohu8.com/highlight/detail?id=1130586692","media":"老虎资讯综合","summary":"美国上周首次申领失业救济人数为21.5万人，预估为22.5万人，前值为23.2万人。随着新冠确诊病例数减少和限制措施放松，美国当周初请失业金人数下降幅度超过预期，降至今年年初以来的最低水平。美国劳工部","content":"<html><head></head><body><blockquote>美国上周首次申领失业救济人数为21.5万人，预估为22.5万人，前值为23.2万人。</blockquote><p>随着新冠确诊病例数减少和限制措施放松，美国当周初请失业金人数下降幅度超过预期，降至今年年初以来的最低水平。美国劳工部周四公布的数据显示，截至2月26日当周，当周初请失业金人数减少1.8万人至21.5万，最新数据低于经济学家普遍预计的22.5万份申请。<img src=\"https://static.tigerbbs.com/549fc74f16324c1c8032e7c13dd3a797\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>截至2月19日当周，续请失业金人数为148万人，变化不大，续请失业金人数四周移动均值降至154万人，为1970年以来最低水平。</p><p>初请失业金人数的下降与就业市场复苏的步伐几乎一致，随着政府放松对新冠疫情的限制措施，更多美国人可能重返工作岗位，分析人士称这一趋势应该会继续下去。</p><p>该数据发布时间先于政府月度就业报告，目前市场预计美国2月份新增就业岗位约41.5万。据ADP研究机构周三发布的就业数据，美国公司上个月增加了47.5万个工作岗位，超过市场预期。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国上周初请失业金人数为21.50万，创年初以来最低水平</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国上周初请失业金人数为21.50万，创年初以来最低水平\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\">2022-03-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>美国上周首次申领失业救济人数为21.5万人，预估为22.5万人，前值为23.2万人。</blockquote><p>随着新冠确诊病例数减少和限制措施放松，美国当周初请失业金人数下降幅度超过预期，降至今年年初以来的最低水平。美国劳工部周四公布的数据显示，截至2月26日当周，当周初请失业金人数减少1.8万人至21.5万，最新数据低于经济学家普遍预计的22.5万份申请。<img src=\"https://static.tigerbbs.com/549fc74f16324c1c8032e7c13dd3a797\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>截至2月19日当周，续请失业金人数为148万人，变化不大，续请失业金人数四周移动均值降至154万人，为1970年以来最低水平。</p><p>初请失业金人数的下降与就业市场复苏的步伐几乎一致，随着政府放松对新冠疫情的限制措施，更多美国人可能重返工作岗位，分析人士称这一趋势应该会继续下去。</p><p>该数据发布时间先于政府月度就业报告，目前市场预计美国2月份新增就业岗位约41.5万。据ADP研究机构周三发布的就业数据，美国公司上个月增加了47.5万个工作岗位，超过市场预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130586692","content_text":"美国上周首次申领失业救济人数为21.5万人，预估为22.5万人，前值为23.2万人。随着新冠确诊病例数减少和限制措施放松，美国当周初请失业金人数下降幅度超过预期，降至今年年初以来的最低水平。美国劳工部周四公布的数据显示，截至2月26日当周，当周初请失业金人数减少1.8万人至21.5万，最新数据低于经济学家普遍预计的22.5万份申请。截至2月19日当周，续请失业金人数为148万人，变化不大，续请失业金人数四周移动均值降至154万人，为1970年以来最低水平。初请失业金人数的下降与就业市场复苏的步伐几乎一致，随着政府放松对新冠疫情的限制措施，更多美国人可能重返工作岗位，分析人士称这一趋势应该会继续下去。该数据发布时间先于政府月度就业报告，目前市场预计美国2月份新增就业岗位约41.5万。据ADP研究机构周三发布的就业数据，美国公司上个月增加了47.5万个工作岗位，超过市场预期。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632969321,"gmtCreate":1646202753526,"gmtModify":1646202753806,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632969321","repostId":"1178202249","repostType":4,"repost":{"id":"1178202249","kind":"news","pubTimestamp":1646191263,"share":"https://www.laohu8.com/m/news/1178202249?lang=&edition=full","pubTime":"2022-03-02 11:21","market":"other","language":"zh","title":"韩国散户“中毒”背后，多少人看到了自己的影子","url":"https://stock-news.laohu8.com/highlight/detail?id=1178202249","media":"格隆汇","summary":"前车之鉴，后车之师。","content":"<html><head></head><body><p>自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。</p><p>同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。</p><p>毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。</p><p><img src=\"https://static.tigerbbs.com/0ba395a845adef322273d5fb509f603e\" tg-width=\"864\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/></p><p>糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为赚取本金去打工的越来越多。</p><p>上班族也无心工作，有的拿出七八成薪水投进股市，借贷投资的，更不在少数。</p><p>直到因为投资股票，导致工作频频出错，与周围的人关系不和后，人们才意识到问题的严重性，甚至不得不去求医问诊。</p><p>当地媒体，把这些症状形容为“股票中毒”。</p><p>韩国赌博问题管理中心透露，去年共接到“股票中毒”相关咨询案件超过1600件，比疫情前的2019年增加近2倍。</p><p>症状多以沉迷短线操作、不看行情就出现不安等等。</p><p>以上这些，看起来有些好笑，我们平时调侃A股股民时，也常常看到类似的段子。</p><p>但细看背后种种，并不好笑。</p><p><b>01艰难反抗</b></p><p>首尔的马坡大桥，又称“死亡之桥”，韩国最臭名昭著的自杀地点，有超过800人从这里跳河自杀。</p><p><img src=\"https://static.tigerbbs.com/325d4a6c3066a1934826ab47c6faa228\" tg-width=\"655\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>他们为何轻生？</p><p><b>因为沉重的债务。</b></p><p>隐形的债务如跗骨之蛆，挥之不去，如影随形，慢慢吞噬他们的精神和自我。</p><p>著名杂志《外交政策》曾发表过一篇文章，题目是“韩国不再是年轻人的国家”，副标题是“《鱿鱼游戏》描绘了一幅绝望的风景”。</p><p>《鱿鱼游戏》是韩国继奥斯卡最佳影片《寄生虫》后，又一部蜚声海外的作品，可没有人为此而高兴。</p><p>因为在这部剧中，每个韩国人似乎都看到了自己的影子。</p><p><img src=\"https://static.tigerbbs.com/ddd92497afdce90e21d2f9b9a1c2cc23\" tg-width=\"1078\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p><b>在国际经济体系中，韩国被称为“金丝雀”，美丽又脆弱。</b></p><p>全球经济的任何动荡，这里都会迅速作出反应。</p><p>美国大放水，身为小弟的韩国，自然紧随其后。自欧债危机起，2016年，韩国央行就把基准利率从3.25%降到1.25%；到2020年，更是降低到0.5%。</p><p><b>股市和楼市节节攀升，一个又一个资本泡沫被制造出来。</b></p><p>比如，2017年，首尔公寓的均价还是6.06亿韩元，但到了2021年，已经超过12亿韩元，涨幅过半。</p><p>而且上涨的趋势，根本看不出会有所缓和。</p><p><img src=\"https://static.tigerbbs.com/8bcee64889a8491e7af30d2200e79d19\" tg-width=\"855\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/></p><p>尽管文在寅政府一直在努力抑制房价，陆续推出28项调控措施，意图通过税金来控制房价。</p><p>然而，韩国是私有土地制，大部分土地都在财阀手中，前5%的有钱人掌握着全国83%的房产，用赚取的租金和利息极低的贷款，再去买更多房产。</p><p>进一步推动房价上涨。</p><p>即便加息，这种情况也很难好转。</p><p>因为政府早已负债累累，没有能力，更没有财力与财阀讨价还价，拿回土地。</p><p><img src=\"https://static.tigerbbs.com/a32d5f1c3c7c1924fb0d6f46e910d5e4\" tg-width=\"855\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>政府的一系列举措，非但没有实现“创造一个更加公平的社会环境”的承诺反而让那些耗尽毕生积蓄并借贷大量钱财买房的人，还要继续支付高昂的税金，从而背负更多债务。</p><p>贫富差距进一步拉大。</p><p>到现在，这列脱轨的列车，凭人力已经很难制止。</p><p>韩国是亚洲第四大经济体，仅次于中国、日本、印度。看似辉煌，但其国内家庭债务与GDP之比，同样冠绝亚洲。</p><p>据韩国央行统计，到去年底，韩国家庭欠银行与其他金融机构共1862.1万亿韩元，创历史新高，比2020年上涨10.3%。</p><p>与收入相比，债务的增长速度要快得多。</p><p>也许很多人都知道，韩国民间广泛流传着“汤匙阶级论”。这套理论的背后，是严重的阶级固化现状。</p><p>并且，未来似乎更加灰暗。</p><p><img src=\"https://static.tigerbbs.com/67beb185918353122e0a0fec38795b7e\" tg-width=\"511\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>根据韩国开发研究院的调研，近十年社会中上流、中产、贫穷三层阶级的对比，中产不断减少，贫困人群持续扩大。</p><p>而想要让自己或者子女的阶级上升，在读书、就业上获得更多机会，在首尔买房是首选。但对大多数人来说，这个梦想，渐渐成为幻想。</p><p>朴槿惠在任时期，普通韩国家庭平均攒够11年钱就可以在首尔买房，但随着最近几年房价和税金的螺旋上升，这个时间周期延长到了14年。</p><p>《鱿鱼游戏》里，所有参赛者都拿命在赌，希冀自己能成为最终的哪个幸运儿。</p><p><b>现实中也一样，残酷的“汤匙阶级论”，让所有处在底层的人窒息。</b></p><p>这也是为什么，韩国年轻人们如此醉心于投资数字货币和股票。只有这样，他们才有概率实现财富飞跃，才可能买得起房，才能摆脱“土汤匙”阶层。</p><p>虽然这个概率很小，但总归有些许希望。</p><p>对长期饥饿的人来说，乌托邦是一个遍地美食的地方。生活的意义就是填饱肚子，哲学、爱、自由，此刻都是无用的奢侈品。</p><p><b>02靠赌翻盘</b></p><p>前几年，国内P2P盛行，年轻人之间超前消费的趋势直线上升。更有不少没有收入的大学生，被诱惑借贷，引发一桩桩悲剧。</p><p>他们借钱干什么？或是旅行，或是购物，基本逃不过吃喝玩乐。</p><p>韩国年轻人的贷款之风，比之更甚。但他们之中的许多人，并不是要拿这笔钱去享乐。</p><p><img src=\"https://static.tigerbbs.com/574c65468395ab1f27105129914b80ae\" tg-width=\"858\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p>韩国人是发达国家组成的经合组织中，受教育程度最高的群体，有四分之三人在高中毕业后继续上大学。</p><p>但在去年上半年，韩国20-29岁的失业率高达25.4%，超过四分之一，这是有史以来的最差水平。</p><p>一方面，韩国有400多万65岁以上的老人还在打拼，另一方面，还有300多万青年处于长期失业状态，在家中啃老。</p><p>这是全世界内卷最严重的国家。</p><p><b>当一个人，不可能考上名校，不可能进入名企，不可能靠微薄的薪水翻身。这个时候，他只有选择赌。</b></p><p><b>炒房无疑是最好的途径。</b>目前，靠着低利率，韩国年轻人中贷款购买公寓的比例，已经创纪录达到42%。</p><p>但炒房毕竟需要大量原始资金，并不是所有人都能负担得起。</p><p>再加上，政府不断提高税金限制炒房，大部分人一夜暴富的梦想，几乎都成为泡影。</p><p>那就只能找其他路子。</p><p>疫情期间，大量韩国新手投资者，用从礼物、玩具交易和自动贩卖机中获得的资金，开始追求蓝筹股的“价值投资”，引领散户投资迅速增长。</p><p>尤其是在全球大放水的背景下，韩国央行也大大调低了贷款利率，这更加剧了年轻人的借贷投资心理。</p><p>用自己微博的积蓄，用父母的积蓄，还不够，就去借贷。</p><p>据调查，在20-30岁的年轻人中，有80%涉及股票、基金、加密货币相关投资。</p><p>今天，年轻的散户投资者，已经占韩国股票交易总额的三分之二以上。而在2019年，这一比例还不到50%。</p><p>与此同时，2021年上半年，因为很容易就能获得低息贷款额度，从10多岁的小孩，到30多岁的大龄青年，韩国年轻人共从证券公司借走38万亿韩元，用于股票投资。</p><p>2020年，韩国20-30岁年轻人的总债务为8万亿韩元，抵押贷款在一年内从28亿美元飙升至160亿美元，部分人的债务总额占年收入的270%。</p><p><b>而在年轻人的失业率已经超过四分之一的环境下，2021年的债务数据，只会更糟糕。</b></p><p>面对难以偿还的债务，大部分无法通过正常途径贷款的人（失业者、学生），只能求助高利贷。</p><p>这背后，隐藏着多少悲惨故事，不难想象。</p><p>与资本相对雄厚的中老年人比，年轻人投资者的生活，更容易受到资本市场波动的影响。</p><p>他们已经因为投资，背负了太多债务。现在韩国股市看似还算繁荣，但因为各种宏观因素，已经不复过去两年的大好势头。</p><p>一旦出现颓势，导致债务无法还上，后果是灾难性的。</p><p><b>这个不是未来，而是正在发生的事情。</b></p><p>如今，韩国的年轻人，已是破产人数增长最快的人群。</p><p><img src=\"https://static.tigerbbs.com/3fb9e06fbe1e1915d6c2612934bbe0de\" tg-width=\"858\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>韩国国内，曾把80、90后成为“MZ世代”，意为在经济高速发展时代中，最有消费实力的群体。</p><p>这批人自己却不这么想，自嘲为“三抛世代”：放弃恋爱、结婚、生育。</p><p>甚至到现在，还出现了“N抛世代”一说：除了生命，一切都能抛弃。</p><p>包括尊严。</p><p>如果肩负未来的年轻人，真的都变成这副模样，这个国家的未来可想而知。</p><p><b>03尾声</b></p><p>前车之鉴，后车之师。</p><p>韩国发生的种种，对我们也是一种警示。</p><p><b>A股股民已经有2亿，是韩国的四倍以上，“中毒”者应该也不在少数。</b></p><p>其中，倾家荡产，甚至妻离子散，乃至丢了小命者，并不是没有。</p><p>并不是股市本身有多大吸引力，而是人性使然。上班赚一万，与炒股赚一万，感受完全不同。</p><p>但是，几乎没有人能一直赚钱，不要幻想自己是二八原则中的“二”，更不要想单靠炒股发家致富，成功的几率几乎是0。</p><p>世上没有免费的午餐，这句话不是凭空而来的。</p><p>巴菲特曾经说：大多数人在别人也感兴趣的时候买入股票，实际上最好的买入时机是别人不感兴趣的时候，买热门股不会有好成绩的。</p><p>当然，也不是让你买超级冷门股，A股市场永远是具备前瞻性眼光的人才能把握先机。</p><p>股市就是这样一个地方，确实有人在里面实现了财富自由，但以这个作为目标的人，却往往无法到达终点。</p><p>这地方美极了，似仙也是仙，似魔也是魔，似天堂也是天堂，似地狱也是地狱。</p><p>变幻无常。</p></body></html>","source":"gelonghui_highlight","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>韩国散户“中毒”背后，多少人看到了自己的影子</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国散户“中毒”背后，多少人看到了自己的影子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/512433><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为...</p>\n\n<a href=\"https://www.gelonghui.com/p/512433\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd47d3f5a755f4c502f92271d7fbbabd","relate_stocks":{"EWY":"韩国ETF-iShares MSCI"},"source_url":"https://www.gelonghui.com/p/512433","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1178202249","content_text":"自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为赚取本金去打工的越来越多。上班族也无心工作，有的拿出七八成薪水投进股市，借贷投资的，更不在少数。直到因为投资股票，导致工作频频出错，与周围的人关系不和后，人们才意识到问题的严重性，甚至不得不去求医问诊。当地媒体，把这些症状形容为“股票中毒”。韩国赌博问题管理中心透露，去年共接到“股票中毒”相关咨询案件超过1600件，比疫情前的2019年增加近2倍。症状多以沉迷短线操作、不看行情就出现不安等等。以上这些，看起来有些好笑，我们平时调侃A股股民时，也常常看到类似的段子。但细看背后种种，并不好笑。01艰难反抗首尔的马坡大桥，又称“死亡之桥”，韩国最臭名昭著的自杀地点，有超过800人从这里跳河自杀。他们为何轻生？因为沉重的债务。隐形的债务如跗骨之蛆，挥之不去，如影随形，慢慢吞噬他们的精神和自我。著名杂志《外交政策》曾发表过一篇文章，题目是“韩国不再是年轻人的国家”，副标题是“《鱿鱼游戏》描绘了一幅绝望的风景”。《鱿鱼游戏》是韩国继奥斯卡最佳影片《寄生虫》后，又一部蜚声海外的作品，可没有人为此而高兴。因为在这部剧中，每个韩国人似乎都看到了自己的影子。在国际经济体系中，韩国被称为“金丝雀”，美丽又脆弱。全球经济的任何动荡，这里都会迅速作出反应。美国大放水，身为小弟的韩国，自然紧随其后。自欧债危机起，2016年，韩国央行就把基准利率从3.25%降到1.25%；到2020年，更是降低到0.5%。股市和楼市节节攀升，一个又一个资本泡沫被制造出来。比如，2017年，首尔公寓的均价还是6.06亿韩元，但到了2021年，已经超过12亿韩元，涨幅过半。而且上涨的趋势，根本看不出会有所缓和。尽管文在寅政府一直在努力抑制房价，陆续推出28项调控措施，意图通过税金来控制房价。然而，韩国是私有土地制，大部分土地都在财阀手中，前5%的有钱人掌握着全国83%的房产，用赚取的租金和利息极低的贷款，再去买更多房产。进一步推动房价上涨。即便加息，这种情况也很难好转。因为政府早已负债累累，没有能力，更没有财力与财阀讨价还价，拿回土地。政府的一系列举措，非但没有实现“创造一个更加公平的社会环境”的承诺反而让那些耗尽毕生积蓄并借贷大量钱财买房的人，还要继续支付高昂的税金，从而背负更多债务。贫富差距进一步拉大。到现在，这列脱轨的列车，凭人力已经很难制止。韩国是亚洲第四大经济体，仅次于中国、日本、印度。看似辉煌，但其国内家庭债务与GDP之比，同样冠绝亚洲。据韩国央行统计，到去年底，韩国家庭欠银行与其他金融机构共1862.1万亿韩元，创历史新高，比2020年上涨10.3%。与收入相比，债务的增长速度要快得多。也许很多人都知道，韩国民间广泛流传着“汤匙阶级论”。这套理论的背后，是严重的阶级固化现状。并且，未来似乎更加灰暗。根据韩国开发研究院的调研，近十年社会中上流、中产、贫穷三层阶级的对比，中产不断减少，贫困人群持续扩大。而想要让自己或者子女的阶级上升，在读书、就业上获得更多机会，在首尔买房是首选。但对大多数人来说，这个梦想，渐渐成为幻想。朴槿惠在任时期，普通韩国家庭平均攒够11年钱就可以在首尔买房，但随着最近几年房价和税金的螺旋上升，这个时间周期延长到了14年。《鱿鱼游戏》里，所有参赛者都拿命在赌，希冀自己能成为最终的哪个幸运儿。现实中也一样，残酷的“汤匙阶级论”，让所有处在底层的人窒息。这也是为什么，韩国年轻人们如此醉心于投资数字货币和股票。只有这样，他们才有概率实现财富飞跃，才可能买得起房，才能摆脱“土汤匙”阶层。虽然这个概率很小，但总归有些许希望。对长期饥饿的人来说，乌托邦是一个遍地美食的地方。生活的意义就是填饱肚子，哲学、爱、自由，此刻都是无用的奢侈品。02靠赌翻盘前几年，国内P2P盛行，年轻人之间超前消费的趋势直线上升。更有不少没有收入的大学生，被诱惑借贷，引发一桩桩悲剧。他们借钱干什么？或是旅行，或是购物，基本逃不过吃喝玩乐。韩国年轻人的贷款之风，比之更甚。但他们之中的许多人，并不是要拿这笔钱去享乐。韩国人是发达国家组成的经合组织中，受教育程度最高的群体，有四分之三人在高中毕业后继续上大学。但在去年上半年，韩国20-29岁的失业率高达25.4%，超过四分之一，这是有史以来的最差水平。一方面，韩国有400多万65岁以上的老人还在打拼，另一方面，还有300多万青年处于长期失业状态，在家中啃老。这是全世界内卷最严重的国家。当一个人，不可能考上名校，不可能进入名企，不可能靠微薄的薪水翻身。这个时候，他只有选择赌。炒房无疑是最好的途径。目前，靠着低利率，韩国年轻人中贷款购买公寓的比例，已经创纪录达到42%。但炒房毕竟需要大量原始资金，并不是所有人都能负担得起。再加上，政府不断提高税金限制炒房，大部分人一夜暴富的梦想，几乎都成为泡影。那就只能找其他路子。疫情期间，大量韩国新手投资者，用从礼物、玩具交易和自动贩卖机中获得的资金，开始追求蓝筹股的“价值投资”，引领散户投资迅速增长。尤其是在全球大放水的背景下，韩国央行也大大调低了贷款利率，这更加剧了年轻人的借贷投资心理。用自己微博的积蓄，用父母的积蓄，还不够，就去借贷。据调查，在20-30岁的年轻人中，有80%涉及股票、基金、加密货币相关投资。今天，年轻的散户投资者，已经占韩国股票交易总额的三分之二以上。而在2019年，这一比例还不到50%。与此同时，2021年上半年，因为很容易就能获得低息贷款额度，从10多岁的小孩，到30多岁的大龄青年，韩国年轻人共从证券公司借走38万亿韩元，用于股票投资。2020年，韩国20-30岁年轻人的总债务为8万亿韩元，抵押贷款在一年内从28亿美元飙升至160亿美元，部分人的债务总额占年收入的270%。而在年轻人的失业率已经超过四分之一的环境下，2021年的债务数据，只会更糟糕。面对难以偿还的债务，大部分无法通过正常途径贷款的人（失业者、学生），只能求助高利贷。这背后，隐藏着多少悲惨故事，不难想象。与资本相对雄厚的中老年人比，年轻人投资者的生活，更容易受到资本市场波动的影响。他们已经因为投资，背负了太多债务。现在韩国股市看似还算繁荣，但因为各种宏观因素，已经不复过去两年的大好势头。一旦出现颓势，导致债务无法还上，后果是灾难性的。这个不是未来，而是正在发生的事情。如今，韩国的年轻人，已是破产人数增长最快的人群。韩国国内，曾把80、90后成为“MZ世代”，意为在经济高速发展时代中，最有消费实力的群体。这批人自己却不这么想，自嘲为“三抛世代”：放弃恋爱、结婚、生育。甚至到现在，还出现了“N抛世代”一说：除了生命，一切都能抛弃。包括尊严。如果肩负未来的年轻人，真的都变成这副模样，这个国家的未来可想而知。03尾声前车之鉴，后车之师。韩国发生的种种，对我们也是一种警示。A股股民已经有2亿，是韩国的四倍以上，“中毒”者应该也不在少数。其中，倾家荡产，甚至妻离子散，乃至丢了小命者，并不是没有。并不是股市本身有多大吸引力，而是人性使然。上班赚一万，与炒股赚一万，感受完全不同。但是，几乎没有人能一直赚钱，不要幻想自己是二八原则中的“二”，更不要想单靠炒股发家致富，成功的几率几乎是0。世上没有免费的午餐，这句话不是凭空而来的。巴菲特曾经说：大多数人在别人也感兴趣的时候买入股票，实际上最好的买入时机是别人不感兴趣的时候，买热门股不会有好成绩的。当然，也不是让你买超级冷门股，A股市场永远是具备前瞻性眼光的人才能把握先机。股市就是这样一个地方，确实有人在里面实现了财富自由，但以这个作为目标的人，却往往无法到达终点。这地方美极了，似仙也是仙，似魔也是魔，似天堂也是天堂，似地狱也是地狱。变幻无常。","news_type":1,"symbols_score_info":{"EWY":0.9}},"isVote":1,"tweetType":1,"viewCount":2188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638597498,"gmtCreate":1645422468420,"gmtModify":1645422468742,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638597498","repostId":"2213603512","repostType":4,"repost":{"id":"2213603512","kind":"highlight","pubTimestamp":1645409576,"share":"https://www.laohu8.com/m/news/2213603512?lang=&edition=full","pubTime":"2022-02-21 10:12","market":"us","language":"zh","title":"美国通胀，有点70年代的味道","url":"https://stock-news.laohu8.com/highlight/detail?id=2213603512","media":"中金点睛","summary":"摘要：虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？去年前三季度当美联储和市场坚称通胀是暂时的时候，我们坚定看多美国通胀；去年底当","content":"<html><head></head><body><blockquote>摘要：虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？</blockquote><p>去年前三季度当美联储和市场坚称通胀是暂时的时候，我们坚定看多美国通胀；去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时，我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧；虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？在本文中，我们将再次评估此时和“大通胀”时期的相似与差异，从过去几个月的边际变化中，试图找出未来通胀可能的演变及美联储可能的应对。通过对比两个时期的货币财政政策环境和供需失衡的情况，我们发现相似之处仍似曾相识，而差异之处则有收敛趋势。我们认为只有美联储大胆行动、前置紧缩，方可避免重蹈70年代的覆辙。</p><p>去年前三季度当美联储和市场坚称通胀是暂时的时候，我们坚定看多美国通胀；去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时，我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧；虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？</p><p>美国通胀屡超预期，1月份CPI同比增长7.5%，创1982年以来的四十年新高。实际上，美国CPI同比增速自去年5月突破5%以来，几乎每月都在以超预期的节奏持续创历史新高，创新高的时间窗口在越拉越长。我们曾在去年10月《“大通胀”对当下的启示》一文中剖析美国1960-1980年代“大通胀”时期的宏观、政策和国际环境，指出此时与彼时的三点相似，因此本轮通胀可能会持续时间较长。同时，两段时期亦存在三点差异，因此重现1970年代双位数通胀的概率也较低。</p><p>在本文中，我们将再次评估此时和彼时的相似与差异，从过去几个月的边际变化中，试图找出未来通胀可能的演变及美联储可能的应对。通过对比两个时期的货币财政政策环境和供需失衡的情况，我们发现相似之处仍似曾相识，而差异之处则有收敛趋势。我们认为只有美联储大胆行动、前置紧缩，方可避免重蹈70年代的覆辙。</p><p>最后，针对投资者关于美联储加息缩表关心的十个问题，我们进行解答。</p><p>美国通胀屡超预期，1月份CPI同比增长7.5%，创1982年以来的四十年新高。实际上，美国CPI同比增速自去年5月突破5%以来，几乎每月都在以超预期的节奏持续创历史新高，创新高的时间窗口在越拉越长。我们曾在去年10月《“大通胀”对当下的启示》一文中剖析美国1960-1980年代“大通胀”时期的宏观、政策和国际环境，指出此时与彼时的三点相似，因此本轮通胀可能会持续时间较长。同时，两段时期亦存在三点差异，因此重现1970年代双位数通胀的概率也较低。</p><p>在本文中，我们将再次评估此时和彼时的相似与差异，从过去几个月的边际变化中，试图找出未来通胀可能的演变及美联储可能的应对。通过对比两个时期的货币财政政策环境和供需失衡的情况，我们发现相似之处仍似曾相识，而差异之处则有收敛趋势。我们认为只有美联储大胆行动、前置紧缩，方可避免重蹈70年代的覆辙。</p><p>最后，针对投资者关于美联储加息缩表关心的十个问题，我们进行解答。</p><p>一、政策环境：财政相对主导，联储屡屡误判</p><p>首先，我们认为货币财政双宽松是推动通胀及其中枢持续高企的根本力量。疫情以来的货币和财政宽松程度远超“大通胀”初期（1965年-1970年），为高通胀埋下后患。无论主动支持还是被动为之，客观来看，疫情以来美国货币政策对财政政策的配合程度达到二战以来之最[1]，财政政策相对主导了宏观政策范式。从货币供应量来看，1965年一季度年至1970年四季度M2同比增速均值为6.6%，而2020年一季度至2021年四季度M2同比增速均值高达18.0%，远超历史上任一时期。总量之外，M2的结构更值得注意，其中财政“放水”贡献了一半以上的力量[2]，践行了“直升机撒钱”。此外，美联储QE客观上支撑了疫情以来史无前例的政府债务发行，2020年以来美国的公共债务占GDP的比例维持在超过120%的历史高位，美联储持有的国债比例也超过20%，创历史新高。根据价格水平的财政决定理论（FTPL），大规模财政扩张推动政府债务上升、货币政策较高的配合度、对未来财政赤字可能进一步扩大的预期等均将推升通胀。往前看，虽然货币和财政将将边际紧缩，但从存量角度，相较于历史，货币和财政在较长时间内仍显宽松。</p><p>其次，“大通胀”时期美联储起初对通胀压力的低估与不作为是后期通胀失控的重要原因。在“大通胀”初期（1965年-1970年），时任美联储主席的麦克切斯尼·马丁低估了通胀压力的持续性，十分重视促进充分就业。即使在就业率已低于4%的情况下，美联储依旧在1967年6月与1969年7月两次降息，进一步加剧通胀压力。虽然后来马丁已意识到其错误的货币政策将使美国面对前所未有的高通胀压力，但其继任阿瑟·伯恩斯并未重视通胀问题。伯恩斯认为高企的通货膨胀率是食品和能源等不稳定的“特殊因素”导致的，这是与货币政策无关的“噪音”[3]，核心通胀这个新的“温度计”也由此而诞生。而不久之后这个新的“温度计”也全线飙红，通胀彻底失控。在伯恩斯错误的判断与多重供给冲击的影响下，美国进入长期“滞胀”。1979年，沃尔克受命出任美联储主席开启超常规的货币紧缩政策以对抗通货膨胀问题，联邦基金利率一度提升至20%。尽管沃尔克成功制服了高通胀，但也使美国陷入了20世纪30年代后最严重的经济萧条时期。反观当下，似乎能看到“大通胀”时期初期美联储的影子。在2021年美国通胀问题初现时，美联储多次强调通胀是“暂时的”，但随后屡超预期的通胀数据和美联储不断上修的通胀预期表明，疫情后宏观经济面临的不确定性加剧使得政策制定和执行面临“大缓和”时期以来前所未有的艰难挑战。倘若此次美联储不更加及时、果断和有力地直面通胀，或将再次成为通胀失控的推手。</p><p>二、供需失衡：供给约束难言缓和，长期隐忧日益浮现</p><p>首先来看供给冲击导致的供应短缺。美国经济在70年代接连遭受了多重供给冲击，“尼克松冲击”、以及石油危机和粮食危机导致的能源和食品价格飙升是推升通胀的重要供给侧因素[4]。当前，能源、谷物以及工业金属等市场的供给压力亦不容忽视。</p><p>►第一，石油生产国的地缘冲突风险，加剧能源价格压力。20世纪70年代爆发的“两次石油危机”使国际原油价格在十年间累计上涨约32倍，成为美国大通胀的重要因素之一。其中，第一次与第二次石油危机的诱因分别为第四次中东战争与伊朗伊斯兰革命。回顾发生于1973年10月的第四次中东战争，战后，以阿拉伯国家为首的石油生产国以石油为武器，分别通过“提价、减产、禁运、断供”等制裁美国等支持以色列的国家，进而诱发“第一次石油危机”[5]。而当前俄乌边境局势紧张，背后则是俄罗斯与北约国家正在进行的地缘政治博弈。虽然目前俄乌局势边际缓解，然而风险并未解除。据中金大宗组测算，若俄罗斯原油出口受到波及，全年油价可能面临30美元/桶的供应溢价。此外，1月OPEC+增产幅度放缓、利比亚因管道维护而减产叠加疫情引致的供应链瓶颈问题，可能强化供应风险对全球能源成本和大宗商品价格的影响。</p><p>►第二，全球粮食供给压力加剧。回顾“大通胀”期间，1972年爆发厄尔尼诺事件，极端天气导致全球范围内粮食紧缺情况恶化，并引发后续的1972-1974年世界性粮食危机。粮食价格的上涨也进一步推升物价普遍上涨，使得美国通胀进一步失控。当下，全球粮食存在一定风险。过去两年，受极端天气与自然灾害影响，全球粮食产量面临减产风险。此外，除全球气候影响外，目前全球粮食供给还受以下因素影响：（1）新冠疫情对粮食生产的直接影响。疫情导致的劳动力短缺和供应链受阻使得食品行业生产承压，产出大幅下降。2021年全球粮价上涨逾40%。（2）地缘政治风险。俄乌同为全球重要的谷物供给国与出口国，俄乌局势不确定性加剧市场对粮食供给的担忧。（3）全球化肥杀虫剂等产品价格飙升。供应链持续中断导致全球化肥价格在过去18个月中上涨约2倍，进而可能会抑制未来一年全球农作物产量。</p><p>►第三，大宗商品市场部分重要商品库存正处历史低点，供应风险加剧。全球大宗商品市场中工业金属以及部分<a href=\"https://laohu8.com/S/000061\">农产品</a>等重要原材料库存正处于历史低位，使得价格对轻微扰动非常敏感。目前，全球工业金属紧张的供给形势受多重因素交织影响：地缘政治风险、全球经济复苏致使需求激增叠加疫情致使的供应链瓶颈，以及传统行业长期投资不足等。其中，乌克兰作为工业金属重要出口国，俄乌局势不确定性加剧相关金属价格波动，助推短期期货价格与现货溢价。叠加全球需求增加、供应链瓶颈恢复受限等因素，全球供应链中工业金属库存迅速消耗。供给稳定性下降加之库存告急等短期警报的拉响加剧相关商品价格上涨风险。</p><p>除短期因素以外，影响工业金属库存的中长期因素也进一步凸显。近十年来，传统行业回报率低迷、全球碳中和政策与ESG投资概念兴起等制约资本流向传统行业，导致传统行业长期投资不足，其中对油气等化石燃料行业与传统冶炼行业影响更为明显。传统行业投资不足与基础设施老化使供给能力迅速下降，继而成为能源成本飙升、重要大宗商品供应短缺的重要因素，致使价格中枢易升难降。具体来看，新经济转型增速（先进制造业、新型能源等）不及预期难以填补日益增大的供给缺口。能源成本的上升以及碳排放的限制迫使中国、欧洲等地区大量有色金属冶炼厂降低产量。疫情爆发后，各国封锁政策使得全球运输能力下降、库存大幅消耗。随着疫情后各国经济逐渐进入复苏，需求大幅上升，库存见底进而放大供给缺口，使得传统经济欠投资的问题凸显。叠加疫后可能开启的全球新一轮资本开支周期，未来几年相关工业金属价格中枢恐趋势上行。</p><p>其次，除了上述三方面的直接供给冲击，供应链瓶颈问题短期内或难言显著起色。近半年来，美国洛杉矶港和长滩港拥堵问题成为全球供应链中断的重要因素。由于堆场拥堵、进口滞留与劳动力短缺，2022年2月的数据显示，洛杉矶港船舶等待时间为25-35天，长滩港船舶等待时间为38-42天[6]。同时，加拿大卡车司机罢工抗议进一步阻碍美国关键边境运输。罢工抗议活动使美加最繁忙的<a href=\"https://laohu8.com/S/00536\">贸易通</a>道“大使桥”被堵塞，该桥承载了超1/4美加贸易总量，对美国供应链产生严重影响，例如部分汽车制造商与食品供应商因关键零部件或原材料的断供已面临停产。美国供应链持续中断，极可能导致供需失衡进一步扩大，加剧通胀压力。</p><p>三、前路冷峻：通胀螺旋确立，联储退无可退</p><p>在《“大通胀”对当下的启示》中，我们指出此时和彼时存在三点差异：1．目前工会组织规模远小于“大通胀”时期，导致工资-物价传导较为不顺畅；2．相较于彼时，全球协同生产模式降低了产品成本和美国工人的议价能力；3．相较于彼时，美联储实行（平均）通胀目标制，以控通胀为重要任务。基于这三点差异，我们在上面报告中认为这次通胀重蹈70年代覆辙的可能性不大。基于过去几个月的边际变化，我们发现前两点差异正在弱化。虽然工会仍较弱势，但美国“大离职”及其劳动力供需缺口持续扩大显著提升了员工的议价能力，强化了物价-工资的通胀螺旋。此外，全球供应链仍严重受阻，很大程度上降低了生产效率，提高产品和人工成本。我们可以美好地期望美国几百万人迅速回归劳动力市场，也可以期望全球供应链短期内顺利修复，更可以期望上述的各种供给冲击昙花一现，然而这些因素政策都无法控制。我们认为政策目前唯一能做的就是坚守并强力贯彻第三点差异：大胆行动、先发制人、以控通胀为唯一任务，再次树立控通胀的信誉。</p><p>总结来看，美国60-80年代的“大通胀”主要是多重供给冲击和“双宽”的财政货币共同作用的结果。而立足当前，“大缓和”时期以来鲜有较为严重供给冲击的“好运气”、和因此而相对易于执行的“好政策”可能都在成为历史。前者我们不再赘述，至于后者，新冠疫情在全球爆发以来，不断进化的变异毒株、脆弱性渐显的全球产业链、与日高企的政府债务等一系列因素使得全球经济复苏持续遇到挑战。</p><p>具体而言，宏观政策难度可能来源于三个方面，一是在货币政策长期宽松、供给冲击再现的情形下，政策制定者对通胀前景的判断更为困难。这从去年以来美国屡超预期的通胀数据和美联储于去年底的“急转弯”中可见一斑。二是从周期角度来看，无论加息还是缩表，美联储都是寄希望于打压需求来控通胀，如何平衡通胀与增长充满挑战：货币收紧不够，通胀控不下来；货币收紧过头，经济衰退风险将提高。三是中长期来看，货币政策的空间受限。疫情后美国政府债务创历史新高，在财政政策相对主导的宏观政策范式下，货币政策可能受到掣肘。即使不是出于直接降低政府融资成本的考虑，利率上升过多会使得经济体的高债务不可持续，进而可能直接导致经济增长陷入困境，因而低利率、高通胀与政府高债务会互相加强，货币政策与财政政策的空间缩水[7]。</p><p>面对美联储超预期紧缩风险加剧，大类资产如何布局？请参见《联储加速紧缩，如何影响资产价格》。</p><p>面对高通胀环境以及宏观波动加剧，如何做好宏观对冲？请参见《全球大类资产之一：宏观逻辑、轮动体系和供给冲击》。</p><p>四、投资者关于美联储货币紧缩的十问十答：</p><p>1．   问：美联储是否会因为经济放缓或金融市场动荡而投鼠忌器？</p><p>答：我们认为目前看不大会，取决于通胀是否明显缓解。“美联储看跌期权”诞生于低通胀、低波动的“大缓和”期间，通胀基本不是市场和美联储需要过多担忧的问题，因此货币政策目标相对单一、政策较易执行。过去三十多年，即使通胀偶有过热时期，但彼时通胀仅是经济问题，进而美联储在通胀和就业之间做出权衡来解决经济成本和波动最小化的问题。然而当下，面对四十年不遇的通胀风险，通胀已经上升为政治问题、社会问题，控通胀对于拜登政府已成为重中之重。在目前劳动力市场处于几十年最紧的背景下，可以说，通胀被迫成为美联储当下最关注的目标。</p><p>2．   问：货币紧缩进程放缓的条件或者触发因素？</p><p>答：我们认为是工资增速显著降温进而打破工资-物价通胀螺旋。能源价格增速放缓有助于通胀回落，尤其在能源食品价格目前已传导至核心通胀的情况下。可以肯定的是，在未来几个月通胀压力难见明显缓解之际，美联储很难以放弃快速紧缩策略。</p><p>3．   问：伴随需求边际减弱，如果供给继续推升通胀，货币政策是否有效？</p><p>答：诚然供给是推升美国通胀的重要原因（劳动力供需缺口走阔、供应链瓶颈、能源金属等供给冲击），但需求的影响非常大。假设一个极端情形，美联储通过货币紧缩把需求彻底浇灭，通胀自然也随之大幅放缓。因此美联储需要找到一个微妙的平衡。</p><p>4．   问：货币政策之外，有无其它控通胀政策？</p><p>答：去年底拜登政府释放战略油储，但对打压油价基本无效。拜登政府希望美国页岩油公司和沙特等欧佩克国家加速增产，但未果。至于降低或者撤销关税，或许有助于缓解物品通胀压力，但不能从根本上解决问题。</p><p>5．   问：美国国债利息负担是否会成为加息缩表的掣肘？</p><p>答：我们认为短期内不会。根据我们的测算，美债利率曲线仍有较大上行空间。具体来说，即使今年十年期利率上升至3.0%，并且未来几年保持该水平，美债利息支付比例仍可保持相对稳定。实际上，对于利息负担，过去在较低利率水平发行的存量债是“压舱石”。</p><p>6．   问：货币政策传导到实体经济的时滞一般多久？通胀与加息的关系？</p><p>答：根据美联储官方一般均衡模型，我们测算时滞约为6-12个月。因此为了控通胀，货币紧缩宜早不宜迟。根据泰勒规则实证经验，每面对一个百分点的通胀上行，往往需要加息1.5个百分点将通胀控回到初始水平。因此，我们认为美联储需要大胆行动。</p><p>7．   问：通胀预期的一些指标显示预期正在放缓，是否可以解读为通胀将放缓？</p><p>答：十年期盈亏平衡通胀率（breakeven rate）自去年11月高点以来趋势下降，与美联储11月“大转向”有一定关系。然而，breakeven并不是较好的衡量通胀预期的指标，它是交易出来的（因此存在误判和mark-to-market的倾向），由于流动性远逊于普通国债，因此其流动性溢价很大程度上扭曲了市场对未来通胀预期的较真实反映。尤其疫情以来美联储天量QE显著压低其利率，使其暗示的通胀预期进一步偏离应有之水平。</p><p>虽然过去一两个月密歇根大学调查通胀预期上升速度放缓，纽约联储通胀预期正在筑顶，但这并不能反映未来可能的通胀路径。当通胀较低时，通胀预期往往较好锚定，给市场以错觉通胀预期引领实际的通胀（比如缺少供给冲击的“大缓和”时期）。然而，通胀较高时，尤其在多重供给冲击带来诸多不确定性的背景下，通胀预期很可能是实际通胀的结果，而非反过来。美联储一篇工作论文反思了通胀预期的作用[8]。</p><p>8．   问：利率衍生品市场已经很充分定价了，美联储还能比市场预期更激进么？</p><p>答：首先，即使市场预计今年剩下的7次会议联储加息，但并未预计有几次会议一次加50bp（除了3月会议）。况且，对长端利率和金融条件更为重要的缩表，市场是很难通过资产价格来预计其方式、力度和节奏。</p><p>其次，我们认为这次市场定价或者市场预期可能没有之前的加息周期中那么重要。“大缓和”以来，尤其金融危机之后，美联储屡屡滞后于市场曲线，因此市场定价对我们判断美联储政策路径有重要意义。一定程度上讲，市场曲线暗示了美联储曲线的“上限”。然而这一次不一样：虽然美联储严重滞后于通胀曲线，但自去年中期以来却屡屡引领市场曲线。市场预期和定价在不断追随美联储的判断和步伐，而美联储不断调整以追随通胀的步伐。当市场曲线落后于美联储时（我们预计未来几个月仍会），其参考意义也将有所折扣。</p><p>9．   问：联储紧缩如何影响大宗商品？</p><p>答：历史上，大宗对美元流动性比较敏感。但这次可能不一样，短期内我们预计油金铜仍将坚挺，伴有上行风险。需求、供给、抗通胀属性和俄乌局势恐将使油气进一步上涨风险加剧。黄金今年三个顺风因素，一个逆风因素：（1）．高通胀甚至类滞胀下，黄金配置价值凸显；（2）．今年避险需求强于去年（地缘政治风险叠加联储紧缩风险）；（3）．数字货币对黄金的分流效果显著弱化（去年很明显，今年在联储紧缩下数字货币显著承压）；（4）．实际利率趋势上行限制黄金上涨空间。最后，持续需求支撑，叠加铜等工业金属历史低位库存，轻微供给扰动将带来较大价格波动。</p><p>10．问：3月首次加息后美股是否趋势反弹？</p><p>答：我们认为不一定，取决于通胀演变，这次首次加息并不代表靴子完全落地。如果3月议息会议加息25个基点，坚定看多通胀的投资者可能认为25个基点不足以对抑制通胀产生明显效果，进而通胀失控风险加剧，而抛售风险资产尤其纳指。如果加息50个基点，对通胀持“温和”或“暂时”观点的投资者将在过去二十多年不遇的加息幅度下恐慌性抛售风险资产。无论哪种情况，我们认为股市高波动率在3月议息会以后恐将延续。</p></body></html>","source":"zjdj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国通胀，有点70年代的味道</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国通胀，有点70年代的味道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 10:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-02-21/doc-imcwiwss2030746.shtml><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？去年前三季度当美联储和市场坚称通胀是暂时的时候，我们坚定看多美国通胀；去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时，我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧；虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-02-21/doc-imcwiwss2030746.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d57ddcf22f19d3a7fd29a1d33461f97","relate_stocks":{".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4559":"巴菲特持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-02-21/doc-imcwiwss2030746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213603512","content_text":"摘要：虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？去年前三季度当美联储和市场坚称通胀是暂时的时候，我们坚定看多美国通胀；去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时，我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧；虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？在本文中，我们将再次评估此时和“大通胀”时期的相似与差异，从过去几个月的边际变化中，试图找出未来通胀可能的演变及美联储可能的应对。通过对比两个时期的货币财政政策环境和供需失衡的情况，我们发现相似之处仍似曾相识，而差异之处则有收敛趋势。我们认为只有美联储大胆行动、前置紧缩，方可避免重蹈70年代的覆辙。去年前三季度当美联储和市场坚称通胀是暂时的时候，我们坚定看多美国通胀；去年底当市场判断美联储可能存在“虚张声势”和“联储看跌期权”时，我们提示市场低估了美联储抗通胀的决心以及宏观波动将因此加剧；虽然美国通胀已经创四十年来的新高，但市场对美国通胀的持续性仍有分歧。那么，到底如何看待本轮美国通胀背后的逻辑与走势？美国通胀屡超预期，1月份CPI同比增长7.5%，创1982年以来的四十年新高。实际上，美国CPI同比增速自去年5月突破5%以来，几乎每月都在以超预期的节奏持续创历史新高，创新高的时间窗口在越拉越长。我们曾在去年10月《“大通胀”对当下的启示》一文中剖析美国1960-1980年代“大通胀”时期的宏观、政策和国际环境，指出此时与彼时的三点相似，因此本轮通胀可能会持续时间较长。同时，两段时期亦存在三点差异，因此重现1970年代双位数通胀的概率也较低。在本文中，我们将再次评估此时和彼时的相似与差异，从过去几个月的边际变化中，试图找出未来通胀可能的演变及美联储可能的应对。通过对比两个时期的货币财政政策环境和供需失衡的情况，我们发现相似之处仍似曾相识，而差异之处则有收敛趋势。我们认为只有美联储大胆行动、前置紧缩，方可避免重蹈70年代的覆辙。最后，针对投资者关于美联储加息缩表关心的十个问题，我们进行解答。美国通胀屡超预期，1月份CPI同比增长7.5%，创1982年以来的四十年新高。实际上，美国CPI同比增速自去年5月突破5%以来，几乎每月都在以超预期的节奏持续创历史新高，创新高的时间窗口在越拉越长。我们曾在去年10月《“大通胀”对当下的启示》一文中剖析美国1960-1980年代“大通胀”时期的宏观、政策和国际环境，指出此时与彼时的三点相似，因此本轮通胀可能会持续时间较长。同时，两段时期亦存在三点差异，因此重现1970年代双位数通胀的概率也较低。在本文中，我们将再次评估此时和彼时的相似与差异，从过去几个月的边际变化中，试图找出未来通胀可能的演变及美联储可能的应对。通过对比两个时期的货币财政政策环境和供需失衡的情况，我们发现相似之处仍似曾相识，而差异之处则有收敛趋势。我们认为只有美联储大胆行动、前置紧缩，方可避免重蹈70年代的覆辙。最后，针对投资者关于美联储加息缩表关心的十个问题，我们进行解答。一、政策环境：财政相对主导，联储屡屡误判首先，我们认为货币财政双宽松是推动通胀及其中枢持续高企的根本力量。疫情以来的货币和财政宽松程度远超“大通胀”初期（1965年-1970年），为高通胀埋下后患。无论主动支持还是被动为之，客观来看，疫情以来美国货币政策对财政政策的配合程度达到二战以来之最[1]，财政政策相对主导了宏观政策范式。从货币供应量来看，1965年一季度年至1970年四季度M2同比增速均值为6.6%，而2020年一季度至2021年四季度M2同比增速均值高达18.0%，远超历史上任一时期。总量之外，M2的结构更值得注意，其中财政“放水”贡献了一半以上的力量[2]，践行了“直升机撒钱”。此外，美联储QE客观上支撑了疫情以来史无前例的政府债务发行，2020年以来美国的公共债务占GDP的比例维持在超过120%的历史高位，美联储持有的国债比例也超过20%，创历史新高。根据价格水平的财政决定理论（FTPL），大规模财政扩张推动政府债务上升、货币政策较高的配合度、对未来财政赤字可能进一步扩大的预期等均将推升通胀。往前看，虽然货币和财政将将边际紧缩，但从存量角度，相较于历史，货币和财政在较长时间内仍显宽松。其次，“大通胀”时期美联储起初对通胀压力的低估与不作为是后期通胀失控的重要原因。在“大通胀”初期（1965年-1970年），时任美联储主席的麦克切斯尼·马丁低估了通胀压力的持续性，十分重视促进充分就业。即使在就业率已低于4%的情况下，美联储依旧在1967年6月与1969年7月两次降息，进一步加剧通胀压力。虽然后来马丁已意识到其错误的货币政策将使美国面对前所未有的高通胀压力，但其继任阿瑟·伯恩斯并未重视通胀问题。伯恩斯认为高企的通货膨胀率是食品和能源等不稳定的“特殊因素”导致的，这是与货币政策无关的“噪音”[3]，核心通胀这个新的“温度计”也由此而诞生。而不久之后这个新的“温度计”也全线飙红，通胀彻底失控。在伯恩斯错误的判断与多重供给冲击的影响下，美国进入长期“滞胀”。1979年，沃尔克受命出任美联储主席开启超常规的货币紧缩政策以对抗通货膨胀问题，联邦基金利率一度提升至20%。尽管沃尔克成功制服了高通胀，但也使美国陷入了20世纪30年代后最严重的经济萧条时期。反观当下，似乎能看到“大通胀”时期初期美联储的影子。在2021年美国通胀问题初现时，美联储多次强调通胀是“暂时的”，但随后屡超预期的通胀数据和美联储不断上修的通胀预期表明，疫情后宏观经济面临的不确定性加剧使得政策制定和执行面临“大缓和”时期以来前所未有的艰难挑战。倘若此次美联储不更加及时、果断和有力地直面通胀，或将再次成为通胀失控的推手。二、供需失衡：供给约束难言缓和，长期隐忧日益浮现首先来看供给冲击导致的供应短缺。美国经济在70年代接连遭受了多重供给冲击，“尼克松冲击”、以及石油危机和粮食危机导致的能源和食品价格飙升是推升通胀的重要供给侧因素[4]。当前，能源、谷物以及工业金属等市场的供给压力亦不容忽视。►第一，石油生产国的地缘冲突风险，加剧能源价格压力。20世纪70年代爆发的“两次石油危机”使国际原油价格在十年间累计上涨约32倍，成为美国大通胀的重要因素之一。其中，第一次与第二次石油危机的诱因分别为第四次中东战争与伊朗伊斯兰革命。回顾发生于1973年10月的第四次中东战争，战后，以阿拉伯国家为首的石油生产国以石油为武器，分别通过“提价、减产、禁运、断供”等制裁美国等支持以色列的国家，进而诱发“第一次石油危机”[5]。而当前俄乌边境局势紧张，背后则是俄罗斯与北约国家正在进行的地缘政治博弈。虽然目前俄乌局势边际缓解，然而风险并未解除。据中金大宗组测算，若俄罗斯原油出口受到波及，全年油价可能面临30美元/桶的供应溢价。此外，1月OPEC+增产幅度放缓、利比亚因管道维护而减产叠加疫情引致的供应链瓶颈问题，可能强化供应风险对全球能源成本和大宗商品价格的影响。►第二，全球粮食供给压力加剧。回顾“大通胀”期间，1972年爆发厄尔尼诺事件，极端天气导致全球范围内粮食紧缺情况恶化，并引发后续的1972-1974年世界性粮食危机。粮食价格的上涨也进一步推升物价普遍上涨，使得美国通胀进一步失控。当下，全球粮食存在一定风险。过去两年，受极端天气与自然灾害影响，全球粮食产量面临减产风险。此外，除全球气候影响外，目前全球粮食供给还受以下因素影响：（1）新冠疫情对粮食生产的直接影响。疫情导致的劳动力短缺和供应链受阻使得食品行业生产承压，产出大幅下降。2021年全球粮价上涨逾40%。（2）地缘政治风险。俄乌同为全球重要的谷物供给国与出口国，俄乌局势不确定性加剧市场对粮食供给的担忧。（3）全球化肥杀虫剂等产品价格飙升。供应链持续中断导致全球化肥价格在过去18个月中上涨约2倍，进而可能会抑制未来一年全球农作物产量。►第三，大宗商品市场部分重要商品库存正处历史低点，供应风险加剧。全球大宗商品市场中工业金属以及部分农产品等重要原材料库存正处于历史低位，使得价格对轻微扰动非常敏感。目前，全球工业金属紧张的供给形势受多重因素交织影响：地缘政治风险、全球经济复苏致使需求激增叠加疫情致使的供应链瓶颈，以及传统行业长期投资不足等。其中，乌克兰作为工业金属重要出口国，俄乌局势不确定性加剧相关金属价格波动，助推短期期货价格与现货溢价。叠加全球需求增加、供应链瓶颈恢复受限等因素，全球供应链中工业金属库存迅速消耗。供给稳定性下降加之库存告急等短期警报的拉响加剧相关商品价格上涨风险。除短期因素以外，影响工业金属库存的中长期因素也进一步凸显。近十年来，传统行业回报率低迷、全球碳中和政策与ESG投资概念兴起等制约资本流向传统行业，导致传统行业长期投资不足，其中对油气等化石燃料行业与传统冶炼行业影响更为明显。传统行业投资不足与基础设施老化使供给能力迅速下降，继而成为能源成本飙升、重要大宗商品供应短缺的重要因素，致使价格中枢易升难降。具体来看，新经济转型增速（先进制造业、新型能源等）不及预期难以填补日益增大的供给缺口。能源成本的上升以及碳排放的限制迫使中国、欧洲等地区大量有色金属冶炼厂降低产量。疫情爆发后，各国封锁政策使得全球运输能力下降、库存大幅消耗。随着疫情后各国经济逐渐进入复苏，需求大幅上升，库存见底进而放大供给缺口，使得传统经济欠投资的问题凸显。叠加疫后可能开启的全球新一轮资本开支周期，未来几年相关工业金属价格中枢恐趋势上行。其次，除了上述三方面的直接供给冲击，供应链瓶颈问题短期内或难言显著起色。近半年来，美国洛杉矶港和长滩港拥堵问题成为全球供应链中断的重要因素。由于堆场拥堵、进口滞留与劳动力短缺，2022年2月的数据显示，洛杉矶港船舶等待时间为25-35天，长滩港船舶等待时间为38-42天[6]。同时，加拿大卡车司机罢工抗议进一步阻碍美国关键边境运输。罢工抗议活动使美加最繁忙的贸易通道“大使桥”被堵塞，该桥承载了超1/4美加贸易总量，对美国供应链产生严重影响，例如部分汽车制造商与食品供应商因关键零部件或原材料的断供已面临停产。美国供应链持续中断，极可能导致供需失衡进一步扩大，加剧通胀压力。三、前路冷峻：通胀螺旋确立，联储退无可退在《“大通胀”对当下的启示》中，我们指出此时和彼时存在三点差异：1．目前工会组织规模远小于“大通胀”时期，导致工资-物价传导较为不顺畅；2．相较于彼时，全球协同生产模式降低了产品成本和美国工人的议价能力；3．相较于彼时，美联储实行（平均）通胀目标制，以控通胀为重要任务。基于这三点差异，我们在上面报告中认为这次通胀重蹈70年代覆辙的可能性不大。基于过去几个月的边际变化，我们发现前两点差异正在弱化。虽然工会仍较弱势，但美国“大离职”及其劳动力供需缺口持续扩大显著提升了员工的议价能力，强化了物价-工资的通胀螺旋。此外，全球供应链仍严重受阻，很大程度上降低了生产效率，提高产品和人工成本。我们可以美好地期望美国几百万人迅速回归劳动力市场，也可以期望全球供应链短期内顺利修复，更可以期望上述的各种供给冲击昙花一现，然而这些因素政策都无法控制。我们认为政策目前唯一能做的就是坚守并强力贯彻第三点差异：大胆行动、先发制人、以控通胀为唯一任务，再次树立控通胀的信誉。总结来看，美国60-80年代的“大通胀”主要是多重供给冲击和“双宽”的财政货币共同作用的结果。而立足当前，“大缓和”时期以来鲜有较为严重供给冲击的“好运气”、和因此而相对易于执行的“好政策”可能都在成为历史。前者我们不再赘述，至于后者，新冠疫情在全球爆发以来，不断进化的变异毒株、脆弱性渐显的全球产业链、与日高企的政府债务等一系列因素使得全球经济复苏持续遇到挑战。具体而言，宏观政策难度可能来源于三个方面，一是在货币政策长期宽松、供给冲击再现的情形下，政策制定者对通胀前景的判断更为困难。这从去年以来美国屡超预期的通胀数据和美联储于去年底的“急转弯”中可见一斑。二是从周期角度来看，无论加息还是缩表，美联储都是寄希望于打压需求来控通胀，如何平衡通胀与增长充满挑战：货币收紧不够，通胀控不下来；货币收紧过头，经济衰退风险将提高。三是中长期来看，货币政策的空间受限。疫情后美国政府债务创历史新高，在财政政策相对主导的宏观政策范式下，货币政策可能受到掣肘。即使不是出于直接降低政府融资成本的考虑，利率上升过多会使得经济体的高债务不可持续，进而可能直接导致经济增长陷入困境，因而低利率、高通胀与政府高债务会互相加强，货币政策与财政政策的空间缩水[7]。面对美联储超预期紧缩风险加剧，大类资产如何布局？请参见《联储加速紧缩，如何影响资产价格》。面对高通胀环境以及宏观波动加剧，如何做好宏观对冲？请参见《全球大类资产之一：宏观逻辑、轮动体系和供给冲击》。四、投资者关于美联储货币紧缩的十问十答：1．   问：美联储是否会因为经济放缓或金融市场动荡而投鼠忌器？答：我们认为目前看不大会，取决于通胀是否明显缓解。“美联储看跌期权”诞生于低通胀、低波动的“大缓和”期间，通胀基本不是市场和美联储需要过多担忧的问题，因此货币政策目标相对单一、政策较易执行。过去三十多年，即使通胀偶有过热时期，但彼时通胀仅是经济问题，进而美联储在通胀和就业之间做出权衡来解决经济成本和波动最小化的问题。然而当下，面对四十年不遇的通胀风险，通胀已经上升为政治问题、社会问题，控通胀对于拜登政府已成为重中之重。在目前劳动力市场处于几十年最紧的背景下，可以说，通胀被迫成为美联储当下最关注的目标。2．   问：货币紧缩进程放缓的条件或者触发因素？答：我们认为是工资增速显著降温进而打破工资-物价通胀螺旋。能源价格增速放缓有助于通胀回落，尤其在能源食品价格目前已传导至核心通胀的情况下。可以肯定的是，在未来几个月通胀压力难见明显缓解之际，美联储很难以放弃快速紧缩策略。3．   问：伴随需求边际减弱，如果供给继续推升通胀，货币政策是否有效？答：诚然供给是推升美国通胀的重要原因（劳动力供需缺口走阔、供应链瓶颈、能源金属等供给冲击），但需求的影响非常大。假设一个极端情形，美联储通过货币紧缩把需求彻底浇灭，通胀自然也随之大幅放缓。因此美联储需要找到一个微妙的平衡。4．   问：货币政策之外，有无其它控通胀政策？答：去年底拜登政府释放战略油储，但对打压油价基本无效。拜登政府希望美国页岩油公司和沙特等欧佩克国家加速增产，但未果。至于降低或者撤销关税，或许有助于缓解物品通胀压力，但不能从根本上解决问题。5．   问：美国国债利息负担是否会成为加息缩表的掣肘？答：我们认为短期内不会。根据我们的测算，美债利率曲线仍有较大上行空间。具体来说，即使今年十年期利率上升至3.0%，并且未来几年保持该水平，美债利息支付比例仍可保持相对稳定。实际上，对于利息负担，过去在较低利率水平发行的存量债是“压舱石”。6．   问：货币政策传导到实体经济的时滞一般多久？通胀与加息的关系？答：根据美联储官方一般均衡模型，我们测算时滞约为6-12个月。因此为了控通胀，货币紧缩宜早不宜迟。根据泰勒规则实证经验，每面对一个百分点的通胀上行，往往需要加息1.5个百分点将通胀控回到初始水平。因此，我们认为美联储需要大胆行动。7．   问：通胀预期的一些指标显示预期正在放缓，是否可以解读为通胀将放缓？答：十年期盈亏平衡通胀率（breakeven rate）自去年11月高点以来趋势下降，与美联储11月“大转向”有一定关系。然而，breakeven并不是较好的衡量通胀预期的指标，它是交易出来的（因此存在误判和mark-to-market的倾向），由于流动性远逊于普通国债，因此其流动性溢价很大程度上扭曲了市场对未来通胀预期的较真实反映。尤其疫情以来美联储天量QE显著压低其利率，使其暗示的通胀预期进一步偏离应有之水平。虽然过去一两个月密歇根大学调查通胀预期上升速度放缓，纽约联储通胀预期正在筑顶，但这并不能反映未来可能的通胀路径。当通胀较低时，通胀预期往往较好锚定，给市场以错觉通胀预期引领实际的通胀（比如缺少供给冲击的“大缓和”时期）。然而，通胀较高时，尤其在多重供给冲击带来诸多不确定性的背景下，通胀预期很可能是实际通胀的结果，而非反过来。美联储一篇工作论文反思了通胀预期的作用[8]。8．   问：利率衍生品市场已经很充分定价了，美联储还能比市场预期更激进么？答：首先，即使市场预计今年剩下的7次会议联储加息，但并未预计有几次会议一次加50bp（除了3月会议）。况且，对长端利率和金融条件更为重要的缩表，市场是很难通过资产价格来预计其方式、力度和节奏。其次，我们认为这次市场定价或者市场预期可能没有之前的加息周期中那么重要。“大缓和”以来，尤其金融危机之后，美联储屡屡滞后于市场曲线，因此市场定价对我们判断美联储政策路径有重要意义。一定程度上讲，市场曲线暗示了美联储曲线的“上限”。然而这一次不一样：虽然美联储严重滞后于通胀曲线，但自去年中期以来却屡屡引领市场曲线。市场预期和定价在不断追随美联储的判断和步伐，而美联储不断调整以追随通胀的步伐。当市场曲线落后于美联储时（我们预计未来几个月仍会），其参考意义也将有所折扣。9．   问：联储紧缩如何影响大宗商品？答：历史上，大宗对美元流动性比较敏感。但这次可能不一样，短期内我们预计油金铜仍将坚挺，伴有上行风险。需求、供给、抗通胀属性和俄乌局势恐将使油气进一步上涨风险加剧。黄金今年三个顺风因素，一个逆风因素：（1）．高通胀甚至类滞胀下，黄金配置价值凸显；（2）．今年避险需求强于去年（地缘政治风险叠加联储紧缩风险）；（3）．数字货币对黄金的分流效果显著弱化（去年很明显，今年在联储紧缩下数字货币显著承压）；（4）．实际利率趋势上行限制黄金上涨空间。最后，持续需求支撑，叠加铜等工业金属历史低位库存，轻微供给扰动将带来较大价格波动。10．问：3月首次加息后美股是否趋势反弹？答：我们认为不一定，取决于通胀演变，这次首次加息并不代表靴子完全落地。如果3月议息会议加息25个基点，坚定看多通胀的投资者可能认为25个基点不足以对抑制通胀产生明显效果，进而通胀失控风险加剧，而抛售风险资产尤其纳指。如果加息50个基点，对通胀持“温和”或“暂时”观点的投资者将在过去二十多年不遇的加息幅度下恐慌性抛售风险资产。无论哪种情况，我们认为股市高波动率在3月议息会以后恐将延续。","news_type":1,"symbols_score_info":{".DJI":0.6,".IXIC":0.6,"GCmain":0.6,"MGCmain":0.9,"TNmain":0.9,"UBmain":0.9,"ZBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZTmain":0.9,"SPY":0.6}},"isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638037798,"gmtCreate":1644982917543,"gmtModify":1644982917871,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638037798","repostId":"1190123173","repostType":4,"repost":{"id":"1190123173","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":1644978386,"share":"https://www.laohu8.com/m/news/1190123173?lang=&edition=full","pubTime":"2022-02-16 10:26","market":"us","language":"zh","title":"一图看懂 | 10大顶级机构Q4持仓变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1190123173","media":"老虎资讯综合","summary":"13F持仓报告是了解华尔街投资风向标的重要渠道，2021年四季度，摩根大通、高盛、桥水等顶级机构的资产配置策略是怎样的？都增持或者减持了哪些标的？下图列出了2021年四季度十大机构持仓、增持以及减持T","content":"<html><head></head><body><p>13F持仓报告是了解华尔街投资风向标的重要渠道，2021年四季度，摩根大通、高盛、桥水等顶级机构的资产配置策略是怎样的？都增持或者减持了哪些标的？</p><p>下图列出了2021年四季度十大机构持仓、增持以及减持Top5, 让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/56111d53be7ea0ea636721d765198ec1\" tg-width=\"750\" tg-height=\"2400\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一图看懂 | 10大顶级机构Q4持仓变动</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一图看懂 | 10大顶级机构Q4持仓变动\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\">2022-02-16 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>13F持仓报告是了解华尔街投资风向标的重要渠道，2021年四季度，摩根大通、高盛、桥水等顶级机构的资产配置策略是怎样的？都增持或者减持了哪些标的？</p><p>下图列出了2021年四季度十大机构持仓、增持以及减持Top5, 让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/56111d53be7ea0ea636721d765198ec1\" tg-width=\"750\" tg-height=\"2400\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190123173","content_text":"13F持仓报告是了解华尔街投资风向标的重要渠道，2021年四季度，摩根大通、高盛、桥水等顶级机构的资产配置策略是怎样的？都增持或者减持了哪些标的？下图列出了2021年四季度十大机构持仓、增持以及减持Top5, 让我们来一探究竟吧！","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631698043,"gmtCreate":1644628325929,"gmtModify":1644628326241,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Really?&nbsp;","listText":"Really?&nbsp;","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631698043","repostId":"1130488343","repostType":4,"repost":{"id":"1130488343","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":1644581821,"share":"https://www.laohu8.com/m/news/1130488343?lang=&edition=full","pubTime":"2022-02-11 20:17","market":"us","language":"zh","title":"盘前 | 多家机构持仓曝光！“美版花呗”重挫10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130488343","media":"老虎资讯综合","summary":"摘要：美股股指期货下跌，“美版花呗”AFRM跌超10%，昨日大跌21%；中概股方面，滴滴、知乎“病怏怏”；美国房地产巨头Zillow涨超13%，阿兹海默症药企SAVA涨超6%。2月11日，美股股指期货","content":"<html><head></head><body><blockquote><b>摘要：美股股指期货下跌，“美版花呗”AFRM跌超10%，昨日大跌21%；中概股方面，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>“病怏怏”；美国房地产巨头<a href=\"https://laohu8.com/S/Z\">Zillow</a>涨超13%，阿兹海默症药企SAVA涨超6%。</b></blockquote><p>2月11日，美股股指期货下跌，道指期货跌0.43%，标普500指数跌0.54%，纳指期货跌0.72%。<img src=\"https://static.tigerbbs.com/343592b9142022900cf5e641004d0ab7\" tg-width=\"828\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><b>机构持仓一览 </b></p><p><a href=\"https://laohu8.com/NW/2210754352\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/C\">花旗</a>Q4持仓：建仓Nu Holdings，增持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> </b></a><b>  </b></p><p><a href=\"https://laohu8.com/NW/2210854848\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>Q4持仓：增持纳指100看跌期权，重仓<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a></b></a></p><p><a href=\"https://laohu8.com/NW/2210543686\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>Q4持仓：重仓微软，建仓Rivian、Nu Holdings</b></a><b>     </b></p><p><a href=\"https://laohu8.com/NW/2210518486\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>四季度13F持仓披露：稳健加仓大型科技股 </b></a><b> </b></p><p><a href=\"https://laohu8.com/NW/2210539598\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/PFG\">信安金融</a>Q4持仓：买入USMC、PSC、IG、EXR和YLD </b></a></p><p><b>盘前行情</b></p><p>“美版花呗”AFRM盘前跌超10%，昨日大跌逾21%。Affirm此前公布第二财季财报显示，营收同比增长77%至3.61亿美元，净亏损1.597亿美元，GMV同比增长115%至45亿美元，预计今年的收入在11.6亿美元至11.9亿美元之间，低于分析师预期的12.7亿美元。</p><p>滴滴盘前跌超4%，此前，美国监管文件显示，<a href=\"https://laohu8.com/S/00700\">腾讯</a>增持了滴滴股份。但腾讯周五表示，自从滴滴出行在美国启动IPO后，公司再也没买过更多滴滴股票。</p><p>知乎盘前跌超5%，消息称知乎视频部门裁员，官方否认：没有裁员计划。</p><p>美国房地产巨头Zillow盘前涨超13%，Q4业绩超预期。此前公布Q4财报显示，总营收为38.8亿美元，超过了32.9亿美元的市场普遍预期，远高于去年同期的7.895亿美元。</p><p>阿兹海默症药企SAVA盘前涨超6%，FDA驳回申请暂停阿尔茨海默病药物试验的公民请愿书。</p><p>康德医疗盘前跌超4%，第四季度每股盈余远低于市场预期</p><p>互联网营销软件商<a href=\"https://laohu8.com/S/HUBS\">HubSpot</a>盘前涨超7%，Q4利润收入大超预期，2022年展望强劲。</p><p>Cloudflare涨超4%，Q4营收较上年同期跳增54%至1.936亿美元。</p><p>旅游网站<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>盘前涨超4%，Q4盈利胜预期，预期旅游业今年将有稳定复苏。</p><p>阿斯特拉太空(ASTR.US)盘前再跌近3%，火箭发射失败，昨日该股大跌26%，该公司在佛罗里达首次发射的火箭出现问题，火箭上层的摄像头在发射后约5分钟后失联，未能按计划将包括NASA在内的有效载荷送入轨道。</p><p><b>欧洲市场</b></p><p>欧洲主要股指集体下跌，截至发稿，德国DAX30指数跌0.41%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.71%，法国CAC40跌1.24%。<img src=\"https://static.tigerbbs.com/b17282d4c424399e7ad4dc7feff762fb\" tg-width=\"823\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/>来源：英为财情Investing.com</p><p><b>原油</b></p><p><b>国际油价上涨，美油报91.03美元/桶，日内涨幅1.27%；布油现报92.41美元/桶，日内涨幅1.09%。</b></p><p>尽管美国通胀火热引发对美联储激进加息的担忧，而且美国-伊朗会谈前景积极，但全球需求复苏势头限制了油价下行空间。油市供需形势仍然非常吃紧，油价疲软的时代很难重现。OPEC表示，今年全球石油需求可能会更大幅的上升。</p><p><b>黄金</b></p><p><b>现货黄金日内跌0.55%，报1827.25美元/盎司。</b></p><p>国际金价下跌，因美国消费者物价数据飙升，助长了市场对美联储下个月大幅加息的押注。黄金作为通胀对冲工具的吸引力被持有成本激增盖过。美联储是否放弃其渐进主义方法仍然是最关切的问题。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 多家机构持仓曝光！“美版花呗”重挫10%</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盘前 | 多家机构持仓曝光！“美版花呗”重挫10%\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\">2022-02-11 20:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股股指期货下跌，“美版花呗”AFRM跌超10%，昨日大跌21%；中概股方面，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>“病怏怏”；美国房地产巨头<a href=\"https://laohu8.com/S/Z\">Zillow</a>涨超13%，阿兹海默症药企SAVA涨超6%。</b></blockquote><p>2月11日，美股股指期货下跌，道指期货跌0.43%，标普500指数跌0.54%，纳指期货跌0.72%。<img src=\"https://static.tigerbbs.com/343592b9142022900cf5e641004d0ab7\" tg-width=\"828\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><b>机构持仓一览 </b></p><p><a href=\"https://laohu8.com/NW/2210754352\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/C\">花旗</a>Q4持仓：建仓Nu Holdings，增持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> </b></a><b>  </b></p><p><a href=\"https://laohu8.com/NW/2210854848\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>Q4持仓：增持纳指100看跌期权，重仓<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a></b></a></p><p><a href=\"https://laohu8.com/NW/2210543686\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>Q4持仓：重仓微软，建仓Rivian、Nu Holdings</b></a><b>     </b></p><p><a href=\"https://laohu8.com/NW/2210518486\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>四季度13F持仓披露：稳健加仓大型科技股 </b></a><b> </b></p><p><a href=\"https://laohu8.com/NW/2210539598\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/PFG\">信安金融</a>Q4持仓：买入USMC、PSC、IG、EXR和YLD </b></a></p><p><b>盘前行情</b></p><p>“美版花呗”AFRM盘前跌超10%，昨日大跌逾21%。Affirm此前公布第二财季财报显示，营收同比增长77%至3.61亿美元，净亏损1.597亿美元，GMV同比增长115%至45亿美元，预计今年的收入在11.6亿美元至11.9亿美元之间，低于分析师预期的12.7亿美元。</p><p>滴滴盘前跌超4%，此前，美国监管文件显示，<a href=\"https://laohu8.com/S/00700\">腾讯</a>增持了滴滴股份。但腾讯周五表示，自从滴滴出行在美国启动IPO后，公司再也没买过更多滴滴股票。</p><p>知乎盘前跌超5%，消息称知乎视频部门裁员，官方否认：没有裁员计划。</p><p>美国房地产巨头Zillow盘前涨超13%，Q4业绩超预期。此前公布Q4财报显示，总营收为38.8亿美元，超过了32.9亿美元的市场普遍预期，远高于去年同期的7.895亿美元。</p><p>阿兹海默症药企SAVA盘前涨超6%，FDA驳回申请暂停阿尔茨海默病药物试验的公民请愿书。</p><p>康德医疗盘前跌超4%，第四季度每股盈余远低于市场预期</p><p>互联网营销软件商<a href=\"https://laohu8.com/S/HUBS\">HubSpot</a>盘前涨超7%，Q4利润收入大超预期，2022年展望强劲。</p><p>Cloudflare涨超4%，Q4营收较上年同期跳增54%至1.936亿美元。</p><p>旅游网站<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>盘前涨超4%，Q4盈利胜预期，预期旅游业今年将有稳定复苏。</p><p>阿斯特拉太空(ASTR.US)盘前再跌近3%，火箭发射失败，昨日该股大跌26%，该公司在佛罗里达首次发射的火箭出现问题，火箭上层的摄像头在发射后约5分钟后失联，未能按计划将包括NASA在内的有效载荷送入轨道。</p><p><b>欧洲市场</b></p><p>欧洲主要股指集体下跌，截至发稿，德国DAX30指数跌0.41%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.71%，法国CAC40跌1.24%。<img src=\"https://static.tigerbbs.com/b17282d4c424399e7ad4dc7feff762fb\" tg-width=\"823\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/>来源：英为财情Investing.com</p><p><b>原油</b></p><p><b>国际油价上涨，美油报91.03美元/桶，日内涨幅1.27%；布油现报92.41美元/桶，日内涨幅1.09%。</b></p><p>尽管美国通胀火热引发对美联储激进加息的担忧，而且美国-伊朗会谈前景积极，但全球需求复苏势头限制了油价下行空间。油市供需形势仍然非常吃紧，油价疲软的时代很难重现。OPEC表示，今年全球石油需求可能会更大幅的上升。</p><p><b>黄金</b></p><p><b>现货黄金日内跌0.55%，报1827.25美元/盎司。</b></p><p>国际金价下跌，因美国消费者物价数据飙升，助长了市场对美联储下个月大幅加息的押注。黄金作为通胀对冲工具的吸引力被持有成本激增盖过。美联储是否放弃其渐进主义方法仍然是最关切的问题。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","ZH":"知乎",".DJI":"道琼斯","DIDI":"滴滴(已退市)","AFRM":"Affirm Holdings, Inc.","Z":"Zillow"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130488343","content_text":"摘要：美股股指期货下跌，“美版花呗”AFRM跌超10%，昨日大跌21%；中概股方面，滴滴、知乎“病怏怏”；美国房地产巨头Zillow涨超13%，阿兹海默症药企SAVA涨超6%。2月11日，美股股指期货下跌，道指期货跌0.43%，标普500指数跌0.54%，纳指期货跌0.72%。机构持仓一览 花旗Q4持仓：建仓Nu Holdings，增持特斯拉  美国银行Q4持仓：增持纳指100看跌期权，重仓微软、苹果摩根大通Q4持仓：重仓微软，建仓Rivian、Nu Holdings 贝莱德四季度13F持仓披露：稳健加仓大型科技股  信安金融Q4持仓：买入USMC、PSC、IG、EXR和YLD 盘前行情“美版花呗”AFRM盘前跌超10%，昨日大跌逾21%。Affirm此前公布第二财季财报显示，营收同比增长77%至3.61亿美元，净亏损1.597亿美元，GMV同比增长115%至45亿美元，预计今年的收入在11.6亿美元至11.9亿美元之间，低于分析师预期的12.7亿美元。滴滴盘前跌超4%，此前，美国监管文件显示，腾讯增持了滴滴股份。但腾讯周五表示，自从滴滴出行在美国启动IPO后，公司再也没买过更多滴滴股票。知乎盘前跌超5%，消息称知乎视频部门裁员，官方否认：没有裁员计划。美国房地产巨头Zillow盘前涨超13%，Q4业绩超预期。此前公布Q4财报显示，总营收为38.8亿美元，超过了32.9亿美元的市场普遍预期，远高于去年同期的7.895亿美元。阿兹海默症药企SAVA盘前涨超6%，FDA驳回申请暂停阿尔茨海默病药物试验的公民请愿书。康德医疗盘前跌超4%，第四季度每股盈余远低于市场预期互联网营销软件商HubSpot盘前涨超7%，Q4利润收入大超预期，2022年展望强劲。Cloudflare涨超4%，Q4营收较上年同期跳增54%至1.936亿美元。旅游网站Expedia盘前涨超4%，Q4盈利胜预期，预期旅游业今年将有稳定复苏。阿斯特拉太空(ASTR.US)盘前再跌近3%，火箭发射失败，昨日该股大跌26%，该公司在佛罗里达首次发射的火箭出现问题，火箭上层的摄像头在发射后约5分钟后失联，未能按计划将包括NASA在内的有效载荷送入轨道。欧洲市场欧洲主要股指集体下跌，截至发稿，德国DAX30指数跌0.41%，英国富时100跌0.71%，法国CAC40跌1.24%。来源：英为财情Investing.com原油国际油价上涨，美油报91.03美元/桶，日内涨幅1.27%；布油现报92.41美元/桶，日内涨幅1.09%。尽管美国通胀火热引发对美联储激进加息的担忧，而且美国-伊朗会谈前景积极，但全球需求复苏势头限制了油价下行空间。油市供需形势仍然非常吃紧，油价疲软的时代很难重现。OPEC表示，今年全球石油需求可能会更大幅的上升。黄金现货黄金日内跌0.55%，报1827.25美元/盎司。国际金价下跌，因美国消费者物价数据飙升，助长了市场对美联储下个月大幅加息的押注。黄金作为通胀对冲工具的吸引力被持有成本激增盖过。美联储是否放弃其渐进主义方法仍然是最关切的问题。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"AFRM":0.9,"DIDI":0.9,"Z":0.9,"ZH":0.9}},"isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631691508,"gmtCreate":1644628275073,"gmtModify":1644628275375,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631691508","repostId":"2210052342","repostType":2,"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631691690,"gmtCreate":1644628230528,"gmtModify":1644628230835,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631691690","repostId":"1118500262","repostType":2,"repost":{"id":"1118500262","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":1644624056,"share":"https://www.laohu8.com/m/news/1118500262?lang=&edition=full","pubTime":"2022-02-12 08:00","market":"us","language":"zh","title":"昨夜今晨 | 白宫就乌克兰局势放狠话，美股狂泄500点","url":"https://stock-news.laohu8.com/highlight/detail?id=1118500262","media":"老虎资讯综合","summary":"摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，叮咚买菜跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。海外市场1、隔夜美股丨白宫就","content":"<html><head></head><body><blockquote>摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。</blockquote><p>海外市场</p><p>1、隔夜美股丨白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫</p><p>北京时间凌晨传出俄乌紧张局势升级的消息，美国总统拜登警告在乌美国人立刻离开，称乌克兰“情况可能很快变得疯狂”，欧盟称对俄制裁将涉及金融和能源领域，股指大幅跳水，油价飙升刷新七年半高位，避险情绪高涨，美十年期国债收益率骤降。</p><p>截至收盘，标普跌1.90%，纳指跌2.78%，道指跌1.43%。美国十年期国债收益率回吐昨日所有涨幅，收跌至1.942%；恐慌指数VIX收涨14.43%，两日累计涨幅超30%。</p><p>大型科技股普遍收跌。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌2.02%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌4.93%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.43%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.59%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌3.23%，Meta跌3.74%。</p><p>2、热门中概股周五收盘多数下滑 <a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>跌近13%</p><p>热门中概股周五收盘多数下滑，叮咚买菜、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道等跌幅居前，新能源汽车股下挫。</p><p><a href=\"https://laohu8.com/S/COE\">51Talk</a>涨超23%，<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨超16%，<a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>涨近9%，<a href=\"https://laohu8.com/S/OG\">洋葱集团</a>涨超4%，一起教育涨近4%，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>、<a href=\"https://laohu8.com/S/UK\">优客工场</a>涨超3%，人人公司涨超2%，<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>、<a href=\"https://laohu8.com/S/EM\">怪兽充电</a>涨近2%，<a href=\"https://laohu8.com/S/TOUR\">途牛</a>、$百世集团(<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>)$涨超1%。</p><p>叮咚买菜跌近13%，<a href=\"https://laohu8.com/S/NTES\">网易</a><a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/IFBD\">讯鸟软件</a>跌近10%，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌近9%，瑞幸粉单、比特矿业、<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>跌超8%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超7%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>跌超6%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌近6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超5%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌5%，网易跌超4%，<a href=\"https://laohu8.com/S/CNET\">中网载线</a>、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>跌近4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/UXIN\">优信</a>跌超3%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>跌近3%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、携程跌超2%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR跌近2%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%。</p><p>新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌近5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%。</p><p>3、欧股主要指数集体下跌 法国CAC40指数跌超1%</p><p>英国伦敦股市《金融时报》100种股票平均价格指数11日报收于7661.02点，比前一交易日下跌11.38点，跌幅为0.15%。欧洲三大股指当天全线下跌。欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7011.60点，比前一交易日下跌89.95点，跌幅为1.27%；德国法兰克福股市DAX指数报收于15425.12点，比前一交易日下跌65.32点，跌幅为0.42%。</p><p>4、黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨</p><p>黄金期货周五收高，并录得周线上涨。美国通胀持续飙升令黄金获得支撑。而在白宫警告说俄罗斯入侵乌克兰可能“现在任何一天”发生后，盘后电子交易盘中的黄金涨幅进一步扩大。</p><p>纽约商品交易所4月交割的黄金期货价格上涨4.70美元，涨幅为0.3%，收于每盎司1842.10美元，本周黄金期货累计上涨1.9%。</p><p>受到地缘政治不确定因素影响，作为传统避风港黄金延续涨势。在常规交易时段结束后，电子交易盘中的黄金期货一度上涨至每盎司1860美元。</p><p>5、地缘局势引发供应担忧，美油飙升至94美元创逾七年新高</p><p>周五（2月11日）布油尾盘上涨4.2%，报收95.25美元/桶。在最后一个小时的交易中，交易量飙升，全球指标布伦特原油的交易量攀升至两个多月来的最高水平。乌克兰和俄罗斯之间的紧张局势加剧了对全球供应紧张的担忧，布油升创近七年新高。</p><p>6、美国国债收益率日内刷新近两日低点 因乌克兰局势引发避险情绪</p><p>美国国债周五急剧反弹，因围绕乌克兰和俄罗斯地缘政治局势的担忧刺激了投资者的避险情绪，拖累收益率大跌。而就在上日，因 美国通胀数据高于预期推升对 美联储鹰派政策的押注，收益率大涨；</p><p>10年期 美国国债收益率日内跌超11个基点，刷新近两日低点至1.918%。与货币政策关系更紧密的2年期和3年期国债收益率也下跌。 日元上涨， 美元兑主要货币也大多上涨，俄罗斯卢布下跌。</p><p>国际宏观</p><p>1、媒体：美国认为俄罗斯总统普京已经决定“入侵”乌克兰</p><p>据NBC新闻报道，美国认为俄罗斯总统普京已经决定“入侵”乌克兰，预计“入侵”将于下周开始。 美国总统拜登周四表示，美国公民现在就应该离开乌克兰，如果俄罗斯入侵乌克兰，他不会派兵援救美国公民撤离。美国国家安全顾问沙利文表示，注意到俄罗斯升级局势的迹象，但并不确定普京已经做出了最终决定，预计拜登将与普京进行会谈。</p><p>2、诺奖得主克鲁格曼认为美联储无需使用“休克疗法”为经济降温</p><p>诺贝尔经济学奖获得者保罗·克鲁格曼表示，虽然美联储该开始加息了，但通胀方面并没有危机，说明决策者在紧缩政策的时候可以有节制一点。“显然经济非常火爆，美联储有责任给它降降温，”克鲁格曼周五接受采访时表示。至于需要做什么，“绝对不是休克疗法。”现就职于纽约城市大学的克鲁格曼表示，没有必要对当前的通胀感到恐慌，没有迹象表明通胀已经在经济中根深蒂固。他表示，美联储将需要“持续”加息，直至潜在的经济过热消散。</p><p>3、联邦基金利率期货市场下调对美联储增开特别会议的预期</p><p>联邦基金利率期货市场收复了因圣路易斯联储行长布拉德周四一番鹰派讲话而遭受的损失，他当时称对于召开计划外会议持“开放态度”。2月利率期货合约价格回到99.90，利率0.10％。这也是周四早些时候美国高于预期的1月CPI公布后期货的交易价格。在Bullard的评论被报道后，该合约一度跌至99.845，意味着市场认为召开临时会议的可能性有30％。周四2月联邦基金利率期货合约成交量达到创纪录的307,494份，布拉德讲话前后抛压沉重。未平仓头寸增加33,150份。</p><p>4、白宫提醒美国芯片业：要为俄罗斯供应中断做好准备</p><p>消息人士称，美国白宫警告芯片行业要使供应链多样化，以防俄罗斯对美国威胁的出口限制采取报复措施，阻止关键材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如霓虹灯、钯和其他材料。据Techcet估计，美国90%以上的半导体级霓虹灯供应来自乌克兰，而35%的钯来自俄罗斯。知情人士称，白宫国家安全委员会成员最近几天一直在与芯片行业人士接触，了解俄罗斯和乌克兰芯片制造材料的供应情况，并敦促他们寻找其他来源。</p><p>5、国际能源署：消极增产的欧佩克+是油价飙升的主要推手</p><p>国际能源署(IEA)周五(2月11日)警告说，由于欧佩克+在恢复产量方面的“消极”努力，全球油价可能会进一步攀升。IEA指出，只有沙特阿拉伯和阿联酋产出更多的原油，才能平息动荡的市场。当前，全球能源需求正走出新冠大流行开始反弹，但各地的供应滞后，使得国际油价升至每桶90美元上方的七年高位。</p><p>市场观点</p><p>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>：美股最多还要跌14% 美联储才会出手相救</p><p>美国银行认为，股市表面下的屠杀一直是“野蛮的”，相比于一周前统计的52周高点，纳斯达克46%的公司股价下滑了50%以上。除非标普500指数达到3800-4000点区间，否则不会触发“美联储看跌期权”(美联储在股市大幅下跌后采取一系列政策宽松措施的代号)。这意味着从目前的水平来看，标普500指数潜在的下行幅度至多为14%。</p><p>2、Peter Kraus：美联储不会一次加息50个基点</p><p>华尔街老将Peter Kraus称，尽管市场担心通胀和地缘政治冲突，但美联储将避免一次加息50个基点。</p><p>“很明显：美联储将加息25个基点，”Kraus周五在电视采访中表示。“他们不会加息50个基点。那只会导致市场不稳定。有什么意义呢？”</p><p>公司新闻</p><p>1、德银四季度13F持仓披露：<a href=\"https://laohu8.com/S/MSFT\">微软</a>为其第一大持仓股</p><p>13F文件显示，德银在第四季度的五大买入股为微软、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>、<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>以及<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>。五大卖出股为<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>、<a href=\"https://laohu8.com/S/RTX\">雷神</a>科技、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。目前微软为其第一大持仓股，比例为4.91%，其次是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，持股比例3.75%。</p><p>2、<a href=\"https://ttm.financial/NW/2210425125\" target=\"_blank\">受加拿大卡车司机示威影响 丰田、通用北美工厂供应链中断</a></p><p>在加拿大，抗议疫苗义务化的卡车司机们的示威正在扩散，北美的供应链陷入了断裂的危机。10日，由于示威队的占领，美国和加拿大之间的三处国境被切断，美国的汽车生产也被迫停止。预计恢复正常还需要一段时间，因此有可能影响扩大。</p><p><a href=\"https://laohu8.com/S/TM\">丰田汽车</a>公司10日停止了主要生产多功能越野车（SUV）“RAV4”等的加拿大安大略省和美国肯塔基州整车工厂的生产。预计11日的作业也将停止。</p><p>美国<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司（GM）从9日下午开始，在密歇根州底特律郊外的工厂停止了车辆生产。丰田、本田和斯巴鲁在中西部的印第安纳州和俄亥俄州设有工厂，下周初以后影响可能会扩大。</p><p>3、<a href=\"https://ttm.financial/NW/2210159544\" target=\"_blank\">可口可乐CEO警告称消费者不会长期忍受高价格</a></p><p>可口可乐首席执行官詹姆斯·昆西（James Quincey）周四警告称，消费者是否愿意支付更高的价格，将成为下一阶段需要关注的焦点。</p><p>随着生产成本的上升，消费品公司一直在逐步提高价格，到目前为止，消费者似乎接受了价格的上涨。<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>和其他公司的高管最近都表示，更高的价格并没有赶走顾客——事实上，随着价格的上涨，销售额也在增长。</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 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 白宫就乌克兰局势放狠话，美股狂泄500点\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\">2022-02-12 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。</blockquote><p>海外市场</p><p>1、隔夜美股丨白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫</p><p>北京时间凌晨传出俄乌紧张局势升级的消息，美国总统拜登警告在乌美国人立刻离开，称乌克兰“情况可能很快变得疯狂”，欧盟称对俄制裁将涉及金融和能源领域，股指大幅跳水，油价飙升刷新七年半高位，避险情绪高涨，美十年期国债收益率骤降。</p><p>截至收盘，标普跌1.90%，纳指跌2.78%，道指跌1.43%。美国十年期国债收益率回吐昨日所有涨幅，收跌至1.942%；恐慌指数VIX收涨14.43%，两日累计涨幅超30%。</p><p>大型科技股普遍收跌。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌2.02%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌4.93%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌2.43%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.59%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌3.23%，Meta跌3.74%。</p><p>2、热门中概股周五收盘多数下滑 <a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>跌近13%</p><p>热门中概股周五收盘多数下滑，叮咚买菜、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道等跌幅居前，新能源汽车股下挫。</p><p><a href=\"https://laohu8.com/S/COE\">51Talk</a>涨超23%，<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨超16%，<a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>涨近9%，<a href=\"https://laohu8.com/S/OG\">洋葱集团</a>涨超4%，一起教育涨近4%，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>、<a href=\"https://laohu8.com/S/UK\">优客工场</a>涨超3%，人人公司涨超2%，<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>、<a href=\"https://laohu8.com/S/EM\">怪兽充电</a>涨近2%，<a href=\"https://laohu8.com/S/TOUR\">途牛</a>、$百世集团(<a href=\"https://laohu8.com/S/BOTB.UK\">BEST</a>)$涨超1%。</p><p>叮咚买菜跌近13%，<a href=\"https://laohu8.com/S/NTES\">网易</a><a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/IFBD\">讯鸟软件</a>跌近10%，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌近9%，瑞幸粉单、比特矿业、<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>跌超8%，<a href=\"https://laohu8.com/S/QTT\">趣头条</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超7%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>跌超6%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌近6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超5%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌5%，网易跌超4%，<a href=\"https://laohu8.com/S/CNET\">中网载线</a>、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>跌近4%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/UXIN\">优信</a>跌超3%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>跌近3%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、携程跌超2%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR跌近2%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%。</p><p>新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌近5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%。</p><p>3、欧股主要指数集体下跌 法国CAC40指数跌超1%</p><p>英国伦敦股市《金融时报》100种股票平均价格指数11日报收于7661.02点，比前一交易日下跌11.38点，跌幅为0.15%。欧洲三大股指当天全线下跌。欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7011.60点，比前一交易日下跌89.95点，跌幅为1.27%；德国法兰克福股市DAX指数报收于15425.12点，比前一交易日下跌65.32点，跌幅为0.42%。</p><p>4、黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨</p><p>黄金期货周五收高，并录得周线上涨。美国通胀持续飙升令黄金获得支撑。而在白宫警告说俄罗斯入侵乌克兰可能“现在任何一天”发生后，盘后电子交易盘中的黄金涨幅进一步扩大。</p><p>纽约商品交易所4月交割的黄金期货价格上涨4.70美元，涨幅为0.3%，收于每盎司1842.10美元，本周黄金期货累计上涨1.9%。</p><p>受到地缘政治不确定因素影响，作为传统避风港黄金延续涨势。在常规交易时段结束后，电子交易盘中的黄金期货一度上涨至每盎司1860美元。</p><p>5、地缘局势引发供应担忧，美油飙升至94美元创逾七年新高</p><p>周五（2月11日）布油尾盘上涨4.2%，报收95.25美元/桶。在最后一个小时的交易中，交易量飙升，全球指标布伦特原油的交易量攀升至两个多月来的最高水平。乌克兰和俄罗斯之间的紧张局势加剧了对全球供应紧张的担忧，布油升创近七年新高。</p><p>6、美国国债收益率日内刷新近两日低点 因乌克兰局势引发避险情绪</p><p>美国国债周五急剧反弹，因围绕乌克兰和俄罗斯地缘政治局势的担忧刺激了投资者的避险情绪，拖累收益率大跌。而就在上日，因 美国通胀数据高于预期推升对 美联储鹰派政策的押注，收益率大涨；</p><p>10年期 美国国债收益率日内跌超11个基点，刷新近两日低点至1.918%。与货币政策关系更紧密的2年期和3年期国债收益率也下跌。 日元上涨， 美元兑主要货币也大多上涨，俄罗斯卢布下跌。</p><p>国际宏观</p><p>1、媒体：美国认为俄罗斯总统普京已经决定“入侵”乌克兰</p><p>据NBC新闻报道，美国认为俄罗斯总统普京已经决定“入侵”乌克兰，预计“入侵”将于下周开始。 美国总统拜登周四表示，美国公民现在就应该离开乌克兰，如果俄罗斯入侵乌克兰，他不会派兵援救美国公民撤离。美国国家安全顾问沙利文表示，注意到俄罗斯升级局势的迹象，但并不确定普京已经做出了最终决定，预计拜登将与普京进行会谈。</p><p>2、诺奖得主克鲁格曼认为美联储无需使用“休克疗法”为经济降温</p><p>诺贝尔经济学奖获得者保罗·克鲁格曼表示，虽然美联储该开始加息了，但通胀方面并没有危机，说明决策者在紧缩政策的时候可以有节制一点。“显然经济非常火爆，美联储有责任给它降降温，”克鲁格曼周五接受采访时表示。至于需要做什么，“绝对不是休克疗法。”现就职于纽约城市大学的克鲁格曼表示，没有必要对当前的通胀感到恐慌，没有迹象表明通胀已经在经济中根深蒂固。他表示，美联储将需要“持续”加息，直至潜在的经济过热消散。</p><p>3、联邦基金利率期货市场下调对美联储增开特别会议的预期</p><p>联邦基金利率期货市场收复了因圣路易斯联储行长布拉德周四一番鹰派讲话而遭受的损失，他当时称对于召开计划外会议持“开放态度”。2月利率期货合约价格回到99.90，利率0.10％。这也是周四早些时候美国高于预期的1月CPI公布后期货的交易价格。在Bullard的评论被报道后，该合约一度跌至99.845，意味着市场认为召开临时会议的可能性有30％。周四2月联邦基金利率期货合约成交量达到创纪录的307,494份，布拉德讲话前后抛压沉重。未平仓头寸增加33,150份。</p><p>4、白宫提醒美国芯片业：要为俄罗斯供应中断做好准备</p><p>消息人士称，美国白宫警告芯片行业要使供应链多样化，以防俄罗斯对美国威胁的出口限制采取报复措施，阻止关键材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如霓虹灯、钯和其他材料。据Techcet估计，美国90%以上的半导体级霓虹灯供应来自乌克兰，而35%的钯来自俄罗斯。知情人士称，白宫国家安全委员会成员最近几天一直在与芯片行业人士接触，了解俄罗斯和乌克兰芯片制造材料的供应情况，并敦促他们寻找其他来源。</p><p>5、国际能源署：消极增产的欧佩克+是油价飙升的主要推手</p><p>国际能源署(IEA)周五(2月11日)警告说，由于欧佩克+在恢复产量方面的“消极”努力，全球油价可能会进一步攀升。IEA指出，只有沙特阿拉伯和阿联酋产出更多的原油，才能平息动荡的市场。当前，全球能源需求正走出新冠大流行开始反弹，但各地的供应滞后，使得国际油价升至每桶90美元上方的七年高位。</p><p>市场观点</p><p>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>：美股最多还要跌14% 美联储才会出手相救</p><p>美国银行认为，股市表面下的屠杀一直是“野蛮的”，相比于一周前统计的52周高点，纳斯达克46%的公司股价下滑了50%以上。除非标普500指数达到3800-4000点区间，否则不会触发“美联储看跌期权”(美联储在股市大幅下跌后采取一系列政策宽松措施的代号)。这意味着从目前的水平来看，标普500指数潜在的下行幅度至多为14%。</p><p>2、Peter Kraus：美联储不会一次加息50个基点</p><p>华尔街老将Peter Kraus称，尽管市场担心通胀和地缘政治冲突，但美联储将避免一次加息50个基点。</p><p>“很明显：美联储将加息25个基点，”Kraus周五在电视采访中表示。“他们不会加息50个基点。那只会导致市场不稳定。有什么意义呢？”</p><p>公司新闻</p><p>1、德银四季度13F持仓披露：<a href=\"https://laohu8.com/S/MSFT\">微软</a>为其第一大持仓股</p><p>13F文件显示，德银在第四季度的五大买入股为微软、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/HD\">家得宝</a>、<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>以及<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>。五大卖出股为<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a>、<a href=\"https://laohu8.com/S/RTX\">雷神</a>科技、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。目前微软为其第一大持仓股，比例为4.91%，其次是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，持股比例3.75%。</p><p>2、<a href=\"https://ttm.financial/NW/2210425125\" target=\"_blank\">受加拿大卡车司机示威影响 丰田、通用北美工厂供应链中断</a></p><p>在加拿大，抗议疫苗义务化的卡车司机们的示威正在扩散，北美的供应链陷入了断裂的危机。10日，由于示威队的占领，美国和加拿大之间的三处国境被切断，美国的汽车生产也被迫停止。预计恢复正常还需要一段时间，因此有可能影响扩大。</p><p><a href=\"https://laohu8.com/S/TM\">丰田汽车</a>公司10日停止了主要生产多功能越野车（SUV）“RAV4”等的加拿大安大略省和美国肯塔基州整车工厂的生产。预计11日的作业也将停止。</p><p>美国<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司（GM）从9日下午开始，在密歇根州底特律郊外的工厂停止了车辆生产。丰田、本田和斯巴鲁在中西部的印第安纳州和俄亥俄州设有工厂，下周初以后影响可能会扩大。</p><p>3、<a href=\"https://ttm.financial/NW/2210159544\" target=\"_blank\">可口可乐CEO警告称消费者不会长期忍受高价格</a></p><p>可口可乐首席执行官詹姆斯·昆西（James Quincey）周四警告称，消费者是否愿意支付更高的价格，将成为下一阶段需要关注的焦点。</p><p>随着生产成本的上升，消费品公司一直在逐步提高价格，到目前为止，消费者似乎接受了价格的上涨。<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>和其他公司的高管最近都表示，更高的价格并没有赶走顾客——事实上，随着价格的上涨，销售额也在增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118500262","content_text":"摘要：①白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫；②热门中概股周五收盘多数下滑，叮咚买菜跌近13%；③黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨。海外市场1、隔夜美股丨白宫就乌克兰局势“放狠话” 恐慌指数大涨 三大指数遭重挫北京时间凌晨传出俄乌紧张局势升级的消息，美国总统拜登警告在乌美国人立刻离开，称乌克兰“情况可能很快变得疯狂”，欧盟称对俄制裁将涉及金融和能源领域，股指大幅跳水，油价飙升刷新七年半高位，避险情绪高涨，美十年期国债收益率骤降。截至收盘，标普跌1.90%，纳指跌2.78%，道指跌1.43%。美国十年期国债收益率回吐昨日所有涨幅，收跌至1.942%；恐慌指数VIX收涨14.43%，两日累计涨幅超30%。大型科技股普遍收跌。苹果跌2.02%，特斯拉跌4.93%，微软跌2.43%，亚马逊跌3.59%，谷歌跌3.23%，Meta跌3.74%。2、热门中概股周五收盘多数下滑 叮咚买菜跌近13%热门中概股周五收盘多数下滑，叮咚买菜、网易有道等跌幅居前，新能源汽车股下挫。51Talk涨超23%，蘑菇街涨超16%，箩筐技术涨近9%，洋葱集团涨超4%，一起教育涨近4%，36氪、优客工场涨超3%，人人公司涨超2%，荔枝、怪兽充电涨近2%，途牛、$百世集团(BEST)$涨超1%。叮咚买菜跌近13%，网易有道、讯鸟软件跌近10%，普普文化跌近9%，瑞幸粉单、比特矿业、微美全息跌超8%，趣头条、好未来跌超7%，贝壳、第九城市跌超6%，爱奇艺跌近6%，拼多多、欢聚集团、流利说跌超5%，新东方跌5%，网易跌超4%，中网载线、世纪互联跌近4%，哔哩哔哩、虎牙、京东、汽车之家、优信跌超3%，知乎跌近3%，百度、金山云、携程跌超2%，腾讯ADR跌近2%，高途、唯品会跌超1%。新能源汽车股中，蔚来汽车跌近5%，小鹏汽车、理想汽车跌超4%。3、欧股主要指数集体下跌 法国CAC40指数跌超1%英国伦敦股市《金融时报》100种股票平均价格指数11日报收于7661.02点，比前一交易日下跌11.38点，跌幅为0.15%。欧洲三大股指当天全线下跌。欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7011.60点，比前一交易日下跌89.95点，跌幅为1.27%；德国法兰克福股市DAX指数报收于15425.12点，比前一交易日下跌65.32点，跌幅为0.42%。4、黄金期货周五收高0.3% 通胀与地缘政治推动金价上涨黄金期货周五收高，并录得周线上涨。美国通胀持续飙升令黄金获得支撑。而在白宫警告说俄罗斯入侵乌克兰可能“现在任何一天”发生后，盘后电子交易盘中的黄金涨幅进一步扩大。纽约商品交易所4月交割的黄金期货价格上涨4.70美元，涨幅为0.3%，收于每盎司1842.10美元，本周黄金期货累计上涨1.9%。受到地缘政治不确定因素影响，作为传统避风港黄金延续涨势。在常规交易时段结束后，电子交易盘中的黄金期货一度上涨至每盎司1860美元。5、地缘局势引发供应担忧，美油飙升至94美元创逾七年新高周五（2月11日）布油尾盘上涨4.2%，报收95.25美元/桶。在最后一个小时的交易中，交易量飙升，全球指标布伦特原油的交易量攀升至两个多月来的最高水平。乌克兰和俄罗斯之间的紧张局势加剧了对全球供应紧张的担忧，布油升创近七年新高。6、美国国债收益率日内刷新近两日低点 因乌克兰局势引发避险情绪美国国债周五急剧反弹，因围绕乌克兰和俄罗斯地缘政治局势的担忧刺激了投资者的避险情绪，拖累收益率大跌。而就在上日，因 美国通胀数据高于预期推升对 美联储鹰派政策的押注，收益率大涨；10年期 美国国债收益率日内跌超11个基点，刷新近两日低点至1.918%。与货币政策关系更紧密的2年期和3年期国债收益率也下跌。 日元上涨， 美元兑主要货币也大多上涨，俄罗斯卢布下跌。国际宏观1、媒体：美国认为俄罗斯总统普京已经决定“入侵”乌克兰据NBC新闻报道，美国认为俄罗斯总统普京已经决定“入侵”乌克兰，预计“入侵”将于下周开始。 美国总统拜登周四表示，美国公民现在就应该离开乌克兰，如果俄罗斯入侵乌克兰，他不会派兵援救美国公民撤离。美国国家安全顾问沙利文表示，注意到俄罗斯升级局势的迹象，但并不确定普京已经做出了最终决定，预计拜登将与普京进行会谈。2、诺奖得主克鲁格曼认为美联储无需使用“休克疗法”为经济降温诺贝尔经济学奖获得者保罗·克鲁格曼表示，虽然美联储该开始加息了，但通胀方面并没有危机，说明决策者在紧缩政策的时候可以有节制一点。“显然经济非常火爆，美联储有责任给它降降温，”克鲁格曼周五接受采访时表示。至于需要做什么，“绝对不是休克疗法。”现就职于纽约城市大学的克鲁格曼表示，没有必要对当前的通胀感到恐慌，没有迹象表明通胀已经在经济中根深蒂固。他表示，美联储将需要“持续”加息，直至潜在的经济过热消散。3、联邦基金利率期货市场下调对美联储增开特别会议的预期联邦基金利率期货市场收复了因圣路易斯联储行长布拉德周四一番鹰派讲话而遭受的损失，他当时称对于召开计划外会议持“开放态度”。2月利率期货合约价格回到99.90，利率0.10％。这也是周四早些时候美国高于预期的1月CPI公布后期货的交易价格。在Bullard的评论被报道后，该合约一度跌至99.845，意味着市场认为召开临时会议的可能性有30％。周四2月联邦基金利率期货合约成交量达到创纪录的307,494份，布拉德讲话前后抛压沉重。未平仓头寸增加33,150份。4、白宫提醒美国芯片业：要为俄罗斯供应中断做好准备消息人士称，美国白宫警告芯片行业要使供应链多样化，以防俄罗斯对美国威胁的出口限制采取报复措施，阻止关键材料的获取。市场研究机构Techcet在2月1日发表了一份报告，强调了许多半导体制造商对来自俄罗斯和乌克兰的材料的依赖，比如霓虹灯、钯和其他材料。据Techcet估计，美国90%以上的半导体级霓虹灯供应来自乌克兰，而35%的钯来自俄罗斯。知情人士称，白宫国家安全委员会成员最近几天一直在与芯片行业人士接触，了解俄罗斯和乌克兰芯片制造材料的供应情况，并敦促他们寻找其他来源。5、国际能源署：消极增产的欧佩克+是油价飙升的主要推手国际能源署(IEA)周五(2月11日)警告说，由于欧佩克+在恢复产量方面的“消极”努力，全球油价可能会进一步攀升。IEA指出，只有沙特阿拉伯和阿联酋产出更多的原油，才能平息动荡的市场。当前，全球能源需求正走出新冠大流行开始反弹，但各地的供应滞后，使得国际油价升至每桶90美元上方的七年高位。市场观点1、美国银行：美股最多还要跌14% 美联储才会出手相救美国银行认为，股市表面下的屠杀一直是“野蛮的”，相比于一周前统计的52周高点，纳斯达克46%的公司股价下滑了50%以上。除非标普500指数达到3800-4000点区间，否则不会触发“美联储看跌期权”(美联储在股市大幅下跌后采取一系列政策宽松措施的代号)。这意味着从目前的水平来看，标普500指数潜在的下行幅度至多为14%。2、Peter Kraus：美联储不会一次加息50个基点华尔街老将Peter Kraus称，尽管市场担心通胀和地缘政治冲突，但美联储将避免一次加息50个基点。“很明显：美联储将加息25个基点，”Kraus周五在电视采访中表示。“他们不会加息50个基点。那只会导致市场不稳定。有什么意义呢？”公司新闻1、德银四季度13F持仓披露：微软为其第一大持仓股13F文件显示，德银在第四季度的五大买入股为微软、特斯拉、家得宝、联合太平洋以及应用材料。五大卖出股为Meta Platforms、MercadoLibre、雷神科技、阿里巴巴及亚马逊。目前微软为其第一大持仓股，比例为4.91%，其次是苹果，持股比例3.75%。2、受加拿大卡车司机示威影响 丰田、通用北美工厂供应链中断在加拿大，抗议疫苗义务化的卡车司机们的示威正在扩散，北美的供应链陷入了断裂的危机。10日，由于示威队的占领，美国和加拿大之间的三处国境被切断，美国的汽车生产也被迫停止。预计恢复正常还需要一段时间，因此有可能影响扩大。丰田汽车公司10日停止了主要生产多功能越野车（SUV）“RAV4”等的加拿大安大略省和美国肯塔基州整车工厂的生产。预计11日的作业也将停止。美国通用汽车公司（GM）从9日下午开始，在密歇根州底特律郊外的工厂停止了车辆生产。丰田、本田和斯巴鲁在中西部的印第安纳州和俄亥俄州设有工厂，下周初以后影响可能会扩大。3、可口可乐CEO警告称消费者不会长期忍受高价格可口可乐首席执行官詹姆斯·昆西（James Quincey）周四警告称，消费者是否愿意支付更高的价格，将成为下一阶段需要关注的焦点。随着生产成本的上升，消费品公司一直在逐步提高价格，到目前为止，消费者似乎接受了价格的上涨。麦当劳和其他公司的高管最近都表示，更高的价格并没有赶走顾客——事实上，随着价格的上涨，销售额也在增长。","news_type":1,"symbols_score_info":{".DJI":0,".IXIC":0,".SPX":0}},"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631380925,"gmtCreate":1644481625804,"gmtModify":1644481626108,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>sad","listText":"<a 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美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率）&nbsp;①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","listText":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了：&nbsp;1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率）&nbsp;①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","text":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了： 1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率） ①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","images":[{"img":"https://static.tigerbbs.com/e31e48604967a92ce19c666364242412","width":"640","height":"426"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694689903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697171537,"gmtCreate":1642386761824,"gmtModify":1642386762186,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697171537","repostId":"2204725362","repostType":4,"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697345874,"gmtCreate":1642316912829,"gmtModify":1642316913144,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697345874","repostId":"1161593163","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697345108,"gmtCreate":1642316905805,"gmtModify":1642316906162,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697345108","repostId":"1161593163","repostType":4,"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604201257,"gmtCreate":1639397074979,"gmtModify":1639397075281,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604201257","repostId":"1149966115","repostType":4,"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604981617,"gmtCreate":1639308707944,"gmtModify":1639308708269,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604981617","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohu8.com/m/news/1103250344?lang=&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p>\n<p>IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p>\n<p>Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p>\n<p>Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p>\n<p><img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","IOT":"Samsara, Inc.","SIDU":"Sidus Space Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".DJI":0,".IXIC":0,".SPX":0,"IOT":0,"SIDU":0,"VINE":0}},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605440933,"gmtCreate":1639230679104,"gmtModify":1639230679385,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605440933","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605125009,"gmtCreate":1639132492493,"gmtModify":1639132550491,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605125009","repostId":"1107688575","repostType":4,"repost":{"id":"1107688575","kind":"news","pubTimestamp":1639132321,"share":"https://www.laohu8.com/m/news/1107688575?lang=&edition=full","pubTime":"2021-12-10 18:32","market":"us","language":"en","title":"U.S.Stock Futures Edge Up Ahead of Inflation Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1107688575","media":"Wall Street Journal","summary":"U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Feder","content":"<p>U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve’s timeline for reducing stimulus measures.</p>\n<p>Futures for the S&amp;P 500 gained 0.3% Friday. The&nbsp;index retreated Thursday&nbsp;but was on track for its strongest week of gains since February. Contracts for the tech-focused Nasdaq-100 rose 0.3% Friday, and futures for the Dow Jones Industrial Average were up 0.1%.</p>\n<p>Economists surveyed by The Wall Street Journal expect that U.S. inflation hit an almost four-decade high in November. Price pressures have been driven by strong demand and supply-chain woes related to the pandemic, as well as higher energy prices.</p>\n<p>The Federal Reserve will hold a two-meeting meeting next week at which it may provide more details about how it plans to wind down its bond-buying program and when it plans to begin raising interest rates. Investors are waiting to see whether officials signal a&nbsp;faster end to stimulus&nbsp;than currently expected and how they characterize inflation.</p>\n<p>“What we see is this lack of direction [in markets]: one day going up, one day going down and today what we are really looking to see are the U.S. inflation numbers,” said Frank Øland Winther, global chief strategist at&nbsp;Danske Bank.</p>\n<p>In bond markets on Friday, the yield on the 10-year Treasury note—which rises when prices fall—ticked up to 1.518%, from 1.486% Thursday. Brent crude futures, the benchmark in global oil markets, rose 0.2% to $74.55 a barrel, and were up 7.7% for the month.</p>\n<p>In premarket trading,Oracle&nbsp;shares gained more than 10% after the database giant reported second-quarter results that beat estimates.Broadcom&nbsp;shares added more than 5% after the company posted better-than-expected results, provided strong January-quarter guidance, raised its dividend and announced a stock-repurchase program.</p>\n<p>Overseas, the pan-continental Stoxx Europe 600 fell 0.4%. Shares of auto maker Daimler fell more than 15% as its spun-off trucks business, Daimler Truck Holding, began trading in Germany on Friday.</p>\n<p>Major indexes in Asia closed lower. Hong Kong’s Hang Seng declined 1.1%, and Japan’s Nikkei 225 fell 1%. South Korea’s Kospi shed 0.6% and China’s Shanghai Composite edged down 0.2%.</p>\n<p>China Fortune Land Development’s shares rose 10% in Shanghai trading after the indebted property developer said creditors had approved a debt restructuring plan, potentially throwing it a lifeline. Concerns over China’s real-estate sector have weighed on markets this year, and this week, Fitch Ratings said&nbsp;China Evergrande Group&nbsp;and a second big property developer,Kaisa Group,had&nbsp;defaulted after missing U.S. dollar bond payments.</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>U.S.Stock Futures Edge Up Ahead of Inflation Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S.Stock Futures Edge Up Ahead of Inflation Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 18:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stock-markets-dow-update-12-10-2021-11639125288?mod=markets_lead_pos2><strong>Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve’s timeline for reducing stimulus measures.\nFutures for the S&P 500 gained 0.3% Friday. ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-10-2021-11639125288?mod=markets_lead_pos2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-10-2021-11639125288?mod=markets_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107688575","content_text":"U.S. stock futures and bond yields rose ahead of fresh inflation data that could influence the Federal Reserve’s timeline for reducing stimulus measures.\nFutures for the S&P 500 gained 0.3% Friday. The index retreated Thursday but was on track for its strongest week of gains since February. Contracts for the tech-focused Nasdaq-100 rose 0.3% Friday, and futures for the Dow Jones Industrial Average were up 0.1%.\nEconomists surveyed by The Wall Street Journal expect that U.S. inflation hit an almost four-decade high in November. Price pressures have been driven by strong demand and supply-chain woes related to the pandemic, as well as higher energy prices.\nThe Federal Reserve will hold a two-meeting meeting next week at which it may provide more details about how it plans to wind down its bond-buying program and when it plans to begin raising interest rates. Investors are waiting to see whether officials signal a faster end to stimulus than currently expected and how they characterize inflation.\n“What we see is this lack of direction [in markets]: one day going up, one day going down and today what we are really looking to see are the U.S. inflation numbers,” said Frank Øland Winther, global chief strategist at Danske Bank.\nIn bond markets on Friday, the yield on the 10-year Treasury note—which rises when prices fall—ticked up to 1.518%, from 1.486% Thursday. Brent crude futures, the benchmark in global oil markets, rose 0.2% to $74.55 a barrel, and were up 7.7% for the month.\nIn premarket trading,Oracle shares gained more than 10% after the database giant reported second-quarter results that beat estimates.Broadcom shares added more than 5% after the company posted better-than-expected results, provided strong January-quarter guidance, raised its dividend and announced a stock-repurchase program.\nOverseas, the pan-continental Stoxx Europe 600 fell 0.4%. Shares of auto maker Daimler fell more than 15% as its spun-off trucks business, Daimler Truck Holding, began trading in Germany on Friday.\nMajor indexes in Asia closed lower. Hong Kong’s Hang Seng declined 1.1%, and Japan’s Nikkei 225 fell 1%. South Korea’s Kospi shed 0.6% and China’s Shanghai Composite edged down 0.2%.\nChina Fortune Land Development’s shares rose 10% in Shanghai trading after the indebted property developer said creditors had approved a debt restructuring plan, potentially throwing it a lifeline. Concerns over China’s real-estate sector have weighed on markets this year, and this week, Fitch Ratings said China Evergrande Group and a second big property developer,Kaisa Group,had defaulted after missing U.S. dollar bond payments.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":872903147,"gmtCreate":1637383002678,"gmtModify":1637383003131,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872903147","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193027437,"gmtCreate":1620741365129,"gmtModify":1631887437475,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>&nbsp;will it break 7 today? Please like and comment&nbsp;","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>&nbsp;will it break 7 today? Please like and comment&nbsp;","text":"$Vaxart, Inc(VXRT)$ will it break 7 today? 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The S&P 500 ended slightly down on Thursday, paring losses in late trading afte","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.</p>\n<p>The three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.</p>\n<p>Amazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.</p>\n<p>“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p>\n<p>“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.</p>\n<p>Economically sensitive transports and microchips were among the outperformers.</p>\n<p>Data released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.</p>\n<p>“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.</p>\n<p>The Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&amp;P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.</p>\n<p>Eight of the 11 major sectors in the S&amp;P 500 ended lower, with materials suffering the largest percentage drop.</p>\n<p>The consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.</p>\n<p>Apparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.</p>\n<p>Ford Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.</p>\n<p>Volume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.</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>S&P ends modestly lower as rising Treasury yields offset robust retail data</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ends modestly lower as rising Treasury yields offset robust retail data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-ends-modestly-lower-as-rising-treasury-yields-offset-robust-retail-data-idUSL1N2QI2MB","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105376345","content_text":"NEW YORK (Reuters) - The S&P 500 ended slightly down on Thursday, paring losses in late trading after unexpectedly strong retail sales data underscored the strength of the U.S. economic recovery.\nThe three major indexes spent much of the day in negative territory as rising U.S. Treasury yields pressured market-leading tech stocks, and the rising dollar weighed on exporters.\nAmazon.com Inc, buoyed by solid online sales in the Commerce Department’s report, helped push the Nasdaq into positive territory.\n“Looking at today, clearly we had positive news from retail sales and it looks as if the massive slowdown in the economy is not materializing as a lot of people expected,” said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n“It’s a nice reminder that the economy is still taking two steps forward for each step back even amid the COVID concerns,” Detrick added.\nEconomically sensitive transports and microchips were among the outperformers.\nData released before the opening bell showed an unexpected bump in retail sales as shoppers weathered Hurricane Ida and the COVID Delta variant, evidence of resilience in the consumer, who contributes about 70% to U.S. economic growth.\n“Once again, it shows the U.S. consumer continues to spend and continues to help this economy grow,” Detrick said.\nThe Dow Jones Industrial Average fell 63.07 points, or 0.18%, to 34,751.32; the S&P 500 lost 6.95 points, or 0.16%, at 4,473.75; and the Nasdaq Composite added 20.40 points, or 0.13%, at 15,181.92.\nEight of the 11 major sectors in the S&P 500 ended lower, with materials suffering the largest percentage drop.\nThe consumer discretionary spending sector posted the biggest gain, with Amazon.com doing the heavy lifting.\nApparel company Gap Inc gained 1.6%. Online marketplace Etsy Inc and luxury accessory company Tapestry Inc rose 3.1% and 1.9%, respectively.\nFord Motor Co rose 1.4% after it announced plans to boost production of its F-150 electric pickup model.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.27-to-1 ratio; on Nasdaq, a 1.06-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and one new low; the Nasdaq Composite recorded 82 new highs and 94 new lows.\nVolume on U.S. exchanges was 9.37 billion shares, compared with the 9.44 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883595621,"gmtCreate":1631252168863,"gmtModify":1631889943442,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/883595621","repostId":"2166345008","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830592942,"gmtCreate":1629079647786,"gmtModify":1633687564328,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/830592942","repostId":"1131835965","repostType":4,"repost":{"id":"1131835965","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629079457,"share":"https://www.laohu8.com/m/news/1131835965?lang=&edition=full","pubTime":"2021-08-16 10:04","market":"us","language":"en","title":"Why This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1131835965","media":"Benzinga","summary":"With indications emerging that Tesla, Inc. overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.The Tesla Analyst:Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.The opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.The Model 3s/Ys produced in ","content":"<p>With indications emerging that&nbsp;<b>Tesla, Inc.</b>&nbsp;overseas manufacturing plant in Germany&nbsp;may soon come online, an analyst at Wedbush is offering&nbsp;his take on the development.</p>\n<p><b>The Tesla Analyst:</b>Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.</p>\n<p><b>The Tesla Takeaways:</b>Tesla's CEO&nbsp;<b>Elon Musk</b>&nbsp;visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.</p>\n<p>The opening of the Berlin Giga was earlier pushed back to late 2021 due to&nbsp;bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.</p>\n<p>The Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.</p>\n<p>\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.</p>\n<p>Down the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.</p>\n<p>Capacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.</p>\n<p><b>TSLA&nbsp;Price Action:</b>Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.</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>Why This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-16 10:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>With indications emerging that&nbsp;<b>Tesla, Inc.</b>&nbsp;overseas manufacturing plant in Germany&nbsp;may soon come online, an analyst at Wedbush is offering&nbsp;his take on the development.</p>\n<p><b>The Tesla Analyst:</b>Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.</p>\n<p><b>The Tesla Takeaways:</b>Tesla's CEO&nbsp;<b>Elon Musk</b>&nbsp;visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.</p>\n<p>The opening of the Berlin Giga was earlier pushed back to late 2021 due to&nbsp;bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.</p>\n<p>The Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.</p>\n<p>\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.</p>\n<p>Down the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.</p>\n<p>Capacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.</p>\n<p><b>TSLA&nbsp;Price Action:</b>Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131835965","content_text":"With indications emerging that Tesla, Inc. overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.\nThe Tesla Analyst:Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.\nThe Tesla Takeaways:Tesla's CEO Elon Musk visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.\nThe opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.\nThe Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.\n\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.\nDown the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.\nCapacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.\nTSLA Price Action:Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898428404,"gmtCreate":1628518290908,"gmtModify":1633746506260,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good news coming soon!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;good news coming soon!&nbsp;","text":"$Tiger Brokers(TIGR)$ good news coming soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898428404","isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":842762946,"gmtCreate":1636246025346,"gmtModify":1636246088810,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842762946","repostId":"1136116425","repostType":4,"repost":{"id":"1136116425","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636104081,"share":"https://www.laohu8.com/m/news/1136116425?lang=&edition=full","pubTime":"2021-11-05 17:21","market":"us","language":"en","title":"U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136116425","media":"Tiger Newspress","summary":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regu","content":"<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p>\n<p>At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p>\n<p><img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Trading Hours</b></p>\n<p>U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p>\n<p><b>pre-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p>\n<p><b>post-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p>\n<p>(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</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>U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Daylight Saving Time Ends on Sunday, Nov.7 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-05 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00&nbsp;a.m.</p>\n<p>At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. </p>\n<p><img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Trading Hours</b></p>\n<p>U.S.&nbsp;Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~&nbsp;5:00 the next day</p>\n<p><b>pre-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00&nbsp;~&nbsp;22:30</p>\n<p><b>post-trade</b></p>\n<p>U.S.&nbsp;Eastern Time:16：00~20：00;Beijing time/SGT:5:00&nbsp;~&nbsp;9:00</p>\n<p>(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136116425","content_text":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m（Beijing Time/SGT）. \n\nTrading Hours\nU.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day\npre-trade\nU.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30\npost-trade\nU.S. Eastern Time:16：00~20：00;Beijing time/SGT:5:00 ~ 9:00\n(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857778432,"gmtCreate":1635564147827,"gmtModify":1635564147986,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/857778432","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868155040,"gmtCreate":1632622892580,"gmtModify":1632650816713,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/868155040","repostId":"2170614125","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860729986,"gmtCreate":1632216222845,"gmtModify":1632802019724,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/860729986","repostId":"1136862598","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881868264,"gmtCreate":1631324361658,"gmtModify":1631889943441,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881868264","repostId":"2166711943","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816561299,"gmtCreate":1630507688511,"gmtModify":1631885069833,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>&nbsp;rumors that BB will break 12 this week","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>&nbsp;rumors that BB will break 12 this week","text":"$BlackBerry(BB)$ rumors that BB will break 12 this week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/816561299","isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831725584,"gmtCreate":1629351621048,"gmtModify":1633685467021,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831725584","repostId":"1152703663","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168486113,"gmtCreate":1623980934132,"gmtModify":1631885814662,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>&nbsp;yes we can. Based on my analysis. BB can hit 16 today&nbsp;","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>&nbsp;yes we can. Based on my analysis. BB can hit 16 today&nbsp;","text":"$BlackBerry(BB)$ yes we can. Based on my analysis. BB can hit 16 today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/168486113","isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116010807,"gmtCreate":1622765383409,"gmtModify":1634098300336,"author":{"id":"3578894182511949","authorId":"3578894182511949","name":"wltan","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578894182511949","authorIdStr":"3578894182511949"},"themes":[],"htmlText":"Pls comment&nbsp;","listText":"Pls comment&nbsp;","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/116010807","repostId":"1182667134","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}