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Juliasheng
2022-06-26
继续
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Juliasheng
2022-06-26
[微笑] [微笑]
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Juliasheng
2022-06-26
[微笑] [微笑]
名创优品或下周启动香港IPO,腾讯与高瓴为股东
Juliasheng
2021-12-16
泡沫来了
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Juliasheng
2021-12-16
静等下周好戏
未来一周大戏才开始!市场短暂的接受美联储转鹰
Juliasheng
2021-12-16
市场多余的美元哪里去?炒股吧,股市节节攀升
未来一周大戏才开始!市场短暂的接受美联储转鹰
Juliasheng
2021-11-23
特斯拉的大空投是马斯克
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Juliasheng
2021-11-08
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Juliasheng
2021-11-07
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Juliasheng
2021-11-05
躺赢组合
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Juliasheng
2021-11-05
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Juliasheng
2021-11-04
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Juliasheng
2021-11-02
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Juliasheng
2021-11-01
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
Juliasheng
2021-10-28
[呆住]
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[微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683824556","repostId":"1147735251","repostType":4,"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683824656,"gmtCreate":1656209804179,"gmtModify":1704864236141,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683824656","repostId":"1113035945","repostType":4,"repost":{"id":"1113035945","kind":"news","weMediaInfo":{"introduction":"提供IPO最新消息,及时更新市场动态,专家团队助力分析可投资项目价值,提供IPO项目咨询服务。","home_visible":1,"media_name":"独角兽早知道","id":"1023683695","head_image":"https://static.tigerbbs.com/1147954ba5ed4a54ba9a061e9dd405e5"},"pubTimestamp":1656205999,"share":"https://www.laohu8.com/m/news/1113035945?lang=&edition=full","pubTime":"2022-06-26 09:13","market":"hk","language":"zh","title":"名创优品或下周启动香港IPO,腾讯与高瓴为股东","url":"https://stock-news.laohu8.com/highlight/detail?id=1113035945","media":"独角兽早知道","summary":"向港交所递交招股书近3个月后,在美国纳斯达克上市不到两年的名创优品,回归港股上市有了实质进展。据媒体报道,名创优品香港上市已获批,公司最早于6月27日当周启动港交所上市,拟筹资约1亿美元。名创优品此前","content":"<html><head></head><body><p>向港交所递交招股书近3个月后,在美国纳斯达克上市不到两年的<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>,回归港股上市有了实质进展。</p><p>据媒体报道,名创优品香港上市已获批,公司最早于6月27日当周启动港交所上市,拟筹资约1亿美元。</p><p>名创优品此前回应,公司赴港交所双重上市是为了主动应对在美国潜在退市风险,同时改善目前股票流动性等问题。</p><p><img src=\"https://static.tigerbbs.com/214d2ea26921caa3190a15171e37f617\" tg-width=\"1080\" tg-height=\"963\" referrerpolicy=\"no-referrer\"/></p><p>此次赴港,名创优品选择了与<a href=\"https://laohu8.com/S/ZH\">知乎</a>相同的通过双重主要上市的方式在港上市。</p><p>即同一公司在两地证券交易所挂牌上市,而与使用存托凭证的二次上市最大的不同,是双重主要上市在两地挂牌的并非同一批股票,而是或挂牌非流通股、或增发股票,所以两地拥有同等的上市地位,假若在其中一个上市地退市,也不会影响到另一个上市地的上市地位。</p><p>有分析师称,这一流程与IPO相同,门槛也比较高,但符合名创优品对“安全性”的要求。鉴于双重主要上市后的两地股价行情亦相对独立,也是近期中概股回港上市的热门选择。</p><p>招股书显示,名创优品是一家高速增长的全球零售商,提供丰富多样的创意居家生活产品。自2013年在中国开设第一家门店以来的九年时间里,公司已成功孵化了两个品牌,分别是名创优品和TOP TOY。</p><p><img src=\"https://static.tigerbbs.com/0775c2eef30f1c019ea501761873f02d\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>根据弗若斯特沙利文报告,2021年,公司通过名创优品门店网络销售的产品GMV总计约人民币180亿元(28亿美元),成为全球最大的自有品牌生活家居综合零售商。</p><p>TOP TOY是公司在2020年12月推出的一个新品牌,首创潮流玩具集合店的概念。2021年,TOP TOY的GMV达到人民币3.74亿元,在中国潮流玩具市场以品牌线下门店为主要GMV来源的参与者中排名前三。</p><p>截至2021年6月30日止的财政年度,名创优品产品涵盖约8,800个核心SKU,包括11个主要品类,即生活家居、小型电子产品、纺织品、包袋配饰、美妆工具、玩具等;TOP TOY品牌于截至2021年12月31日已提供约4,600个SKU,涵盖8个主要品类,即:盲盒、积木、手办、收藏玩偶、一番赏、雕塑和其他潮流玩具。</p><p>财务数据方面,名创优品2022财年三季报显示,2022财年前三财季盈利4.33亿元,上年同期亏损15.3亿元,扭亏为盈;总营收77.68亿元,同比增长18.0%。</p><p>招股书显示,过去两年名创优品海外经营收入降低,在中国销售额增长的缓慢。至2021年12月31日,海外市场约4%的名创优品门店已暂时关闭。国内市场方面,物流以及运输服务供货商运营中断,也对公司产品的发货及交货产生负面影响。</p><p>根据弗若斯特沙利文报告,按GMV计,中国自有品牌综合零售市场的规模由2017年的人民币715亿元增至2021年的人民币951亿元,年复合增长率为7.4%,且预计2022年至2026年期间将以14.2%的年复合增长率进一步增加。</p><p>根据弗若斯特沙利文报告,于2021年,公司中国自有品牌综合零售业务的GMV为人民币108亿元,占中国自有品牌综合零售市场的市场份额为11.4%,按GMV计在中国自有品牌综合零售市场排名第一。</p><p><a href=\"https://laohu8.com/S/601878\">浙商证券</a>研报指出,自有品牌综合零售具备一定的进入壁垒,从产品设计到商品的选择能力,数字化供应链及运营能力的支撑,全渠道销售网络的搭建及客户互动的安排维护,到充分打造品牌知名度及客户信任度,积极的玩家需要大量的时间和资源来形成成熟市场参与者的多种销售渠道。</p><p><img src=\"https://static.tigerbbs.com/ec0ab49fa493fa7a46e8719949cfd923\" tg-width=\"1080\" tg-height=\"685\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>全球潮玩市场规模不断上升,预计将在2022年达到346亿美元。随着潮流文化产业迅速发展,中国的潮玩市场规模近年来也在飞速增长。国内潮玩行业竞争格局较为分散,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>优势突出,2021年中国潮玩公司CR5达21.4%。</p><p>民生证券研报指出,消费者对购物体验、家居产品质量及设计要求提高。随着居民可支配收入和生活水平不断提高,消费者的需求更加多样化,对差异化购物体验及生活日用品的质量、设计期望提升。未来提供舒适购物体验、差异化产品设计和优秀产品质量的自有品牌综合零售商将迎来发展黄金期。</p><p>但值得注意的是,TOP TOY自己设计的比例较低是其毛利率低于行业的原因,预计名创优品成功在港二次上市后,会加大对自研发的支出。TOPTOY创始人孙元文曾公开表示,TOPTOY品牌外采和原创产品的比例约为7:3。</p><p>目前TOP TOY原创IP包括Twinkle、Tammy、BUZZ、YoYo等,整体知名度仍有待提高。TOP TOY的成长速度也在一定程度上决定着名创优品的未来走势。</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>名创优品或下周启动香港IPO,腾讯与高瓴为股东</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n名创优品或下周启动香港IPO,腾讯与高瓴为股东\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023683695\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/1147954ba5ed4a54ba9a061e9dd405e5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">独角兽早知道 </p>\n<p class=\"h-time\">2022-06-26 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>向港交所递交招股书近3个月后,在美国纳斯达克上市不到两年的<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>,回归港股上市有了实质进展。</p><p>据媒体报道,名创优品香港上市已获批,公司最早于6月27日当周启动港交所上市,拟筹资约1亿美元。</p><p>名创优品此前回应,公司赴港交所双重上市是为了主动应对在美国潜在退市风险,同时改善目前股票流动性等问题。</p><p><img src=\"https://static.tigerbbs.com/214d2ea26921caa3190a15171e37f617\" tg-width=\"1080\" tg-height=\"963\" referrerpolicy=\"no-referrer\"/></p><p>此次赴港,名创优品选择了与<a href=\"https://laohu8.com/S/ZH\">知乎</a>相同的通过双重主要上市的方式在港上市。</p><p>即同一公司在两地证券交易所挂牌上市,而与使用存托凭证的二次上市最大的不同,是双重主要上市在两地挂牌的并非同一批股票,而是或挂牌非流通股、或增发股票,所以两地拥有同等的上市地位,假若在其中一个上市地退市,也不会影响到另一个上市地的上市地位。</p><p>有分析师称,这一流程与IPO相同,门槛也比较高,但符合名创优品对“安全性”的要求。鉴于双重主要上市后的两地股价行情亦相对独立,也是近期中概股回港上市的热门选择。</p><p>招股书显示,名创优品是一家高速增长的全球零售商,提供丰富多样的创意居家生活产品。自2013年在中国开设第一家门店以来的九年时间里,公司已成功孵化了两个品牌,分别是名创优品和TOP TOY。</p><p><img src=\"https://static.tigerbbs.com/0775c2eef30f1c019ea501761873f02d\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>根据弗若斯特沙利文报告,2021年,公司通过名创优品门店网络销售的产品GMV总计约人民币180亿元(28亿美元),成为全球最大的自有品牌生活家居综合零售商。</p><p>TOP TOY是公司在2020年12月推出的一个新品牌,首创潮流玩具集合店的概念。2021年,TOP TOY的GMV达到人民币3.74亿元,在中国潮流玩具市场以品牌线下门店为主要GMV来源的参与者中排名前三。</p><p>截至2021年6月30日止的财政年度,名创优品产品涵盖约8,800个核心SKU,包括11个主要品类,即生活家居、小型电子产品、纺织品、包袋配饰、美妆工具、玩具等;TOP TOY品牌于截至2021年12月31日已提供约4,600个SKU,涵盖8个主要品类,即:盲盒、积木、手办、收藏玩偶、一番赏、雕塑和其他潮流玩具。</p><p>财务数据方面,名创优品2022财年三季报显示,2022财年前三财季盈利4.33亿元,上年同期亏损15.3亿元,扭亏为盈;总营收77.68亿元,同比增长18.0%。</p><p>招股书显示,过去两年名创优品海外经营收入降低,在中国销售额增长的缓慢。至2021年12月31日,海外市场约4%的名创优品门店已暂时关闭。国内市场方面,物流以及运输服务供货商运营中断,也对公司产品的发货及交货产生负面影响。</p><p>根据弗若斯特沙利文报告,按GMV计,中国自有品牌综合零售市场的规模由2017年的人民币715亿元增至2021年的人民币951亿元,年复合增长率为7.4%,且预计2022年至2026年期间将以14.2%的年复合增长率进一步增加。</p><p>根据弗若斯特沙利文报告,于2021年,公司中国自有品牌综合零售业务的GMV为人民币108亿元,占中国自有品牌综合零售市场的市场份额为11.4%,按GMV计在中国自有品牌综合零售市场排名第一。</p><p><a href=\"https://laohu8.com/S/601878\">浙商证券</a>研报指出,自有品牌综合零售具备一定的进入壁垒,从产品设计到商品的选择能力,数字化供应链及运营能力的支撑,全渠道销售网络的搭建及客户互动的安排维护,到充分打造品牌知名度及客户信任度,积极的玩家需要大量的时间和资源来形成成熟市场参与者的多种销售渠道。</p><p><img src=\"https://static.tigerbbs.com/ec0ab49fa493fa7a46e8719949cfd923\" tg-width=\"1080\" tg-height=\"685\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>全球潮玩市场规模不断上升,预计将在2022年达到346亿美元。随着潮流文化产业迅速发展,中国的潮玩市场规模近年来也在飞速增长。国内潮玩行业竞争格局较为分散,<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>优势突出,2021年中国潮玩公司CR5达21.4%。</p><p>民生证券研报指出,消费者对购物体验、家居产品质量及设计要求提高。随着居民可支配收入和生活水平不断提高,消费者的需求更加多样化,对差异化购物体验及生活日用品的质量、设计期望提升。未来提供舒适购物体验、差异化产品设计和优秀产品质量的自有品牌综合零售商将迎来发展黄金期。</p><p>但值得注意的是,TOP TOY自己设计的比例较低是其毛利率低于行业的原因,预计名创优品成功在港二次上市后,会加大对自研发的支出。TOPTOY创始人孙元文曾公开表示,TOPTOY品牌外采和原创产品的比例约为7:3。</p><p>目前TOP TOY原创IP包括Twinkle、Tammy、BUZZ、YoYo等,整体知名度仍有待提高。TOP TOY的成长速度也在一定程度上决定着名创优品的未来走势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0775c2eef30f1c019ea501761873f02d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113035945","content_text":"向港交所递交招股书近3个月后,在美国纳斯达克上市不到两年的名创优品,回归港股上市有了实质进展。据媒体报道,名创优品香港上市已获批,公司最早于6月27日当周启动港交所上市,拟筹资约1亿美元。名创优品此前回应,公司赴港交所双重上市是为了主动应对在美国潜在退市风险,同时改善目前股票流动性等问题。此次赴港,名创优品选择了与知乎相同的通过双重主要上市的方式在港上市。即同一公司在两地证券交易所挂牌上市,而与使用存托凭证的二次上市最大的不同,是双重主要上市在两地挂牌的并非同一批股票,而是或挂牌非流通股、或增发股票,所以两地拥有同等的上市地位,假若在其中一个上市地退市,也不会影响到另一个上市地的上市地位。有分析师称,这一流程与IPO相同,门槛也比较高,但符合名创优品对“安全性”的要求。鉴于双重主要上市后的两地股价行情亦相对独立,也是近期中概股回港上市的热门选择。招股书显示,名创优品是一家高速增长的全球零售商,提供丰富多样的创意居家生活产品。自2013年在中国开设第一家门店以来的九年时间里,公司已成功孵化了两个品牌,分别是名创优品和TOP TOY。根据弗若斯特沙利文报告,2021年,公司通过名创优品门店网络销售的产品GMV总计约人民币180亿元(28亿美元),成为全球最大的自有品牌生活家居综合零售商。TOP TOY是公司在2020年12月推出的一个新品牌,首创潮流玩具集合店的概念。2021年,TOP TOY的GMV达到人民币3.74亿元,在中国潮流玩具市场以品牌线下门店为主要GMV来源的参与者中排名前三。截至2021年6月30日止的财政年度,名创优品产品涵盖约8,800个核心SKU,包括11个主要品类,即生活家居、小型电子产品、纺织品、包袋配饰、美妆工具、玩具等;TOP TOY品牌于截至2021年12月31日已提供约4,600个SKU,涵盖8个主要品类,即:盲盒、积木、手办、收藏玩偶、一番赏、雕塑和其他潮流玩具。财务数据方面,名创优品2022财年三季报显示,2022财年前三财季盈利4.33亿元,上年同期亏损15.3亿元,扭亏为盈;总营收77.68亿元,同比增长18.0%。招股书显示,过去两年名创优品海外经营收入降低,在中国销售额增长的缓慢。至2021年12月31日,海外市场约4%的名创优品门店已暂时关闭。国内市场方面,物流以及运输服务供货商运营中断,也对公司产品的发货及交货产生负面影响。根据弗若斯特沙利文报告,按GMV计,中国自有品牌综合零售市场的规模由2017年的人民币715亿元增至2021年的人民币951亿元,年复合增长率为7.4%,且预计2022年至2026年期间将以14.2%的年复合增长率进一步增加。根据弗若斯特沙利文报告,于2021年,公司中国自有品牌综合零售业务的GMV为人民币108亿元,占中国自有品牌综合零售市场的市场份额为11.4%,按GMV计在中国自有品牌综合零售市场排名第一。浙商证券研报指出,自有品牌综合零售具备一定的进入壁垒,从产品设计到商品的选择能力,数字化供应链及运营能力的支撑,全渠道销售网络的搭建及客户互动的安排维护,到充分打造品牌知名度及客户信任度,积极的玩家需要大量的时间和资源来形成成熟市场参与者的多种销售渠道。全球潮玩市场规模不断上升,预计将在2022年达到346亿美元。随着潮流文化产业迅速发展,中国的潮玩市场规模近年来也在飞速增长。国内潮玩行业竞争格局较为分散,泡泡玛特优势突出,2021年中国潮玩公司CR5达21.4%。民生证券研报指出,消费者对购物体验、家居产品质量及设计要求提高。随着居民可支配收入和生活水平不断提高,消费者的需求更加多样化,对差异化购物体验及生活日用品的质量、设计期望提升。未来提供舒适购物体验、差异化产品设计和优秀产品质量的自有品牌综合零售商将迎来发展黄金期。但值得注意的是,TOP TOY自己设计的比例较低是其毛利率低于行业的原因,预计名创优品成功在港二次上市后,会加大对自研发的支出。TOPTOY创始人孙元文曾公开表示,TOPTOY品牌外采和原创产品的比例约为7:3。目前TOP TOY原创IP包括Twinkle、Tammy、BUZZ、YoYo等,整体知名度仍有待提高。TOP TOY的成长速度也在一定程度上决定着名创优品的未来走势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690885926,"gmtCreate":1639655006652,"gmtModify":1639655022505,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"泡沫来了","listText":"泡沫来了","text":"泡沫来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690885926","repostId":"2191182519","repostType":4,"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690888086,"gmtCreate":1639654786641,"gmtModify":1639654786725,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"静等下周好戏","listText":"静等下周好戏","text":"静等下周好戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690888086","repostId":"1184042751","repostType":4,"repost":{"id":"1184042751","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1639635818,"share":"https://www.laohu8.com/m/news/1184042751?lang=&edition=full","pubTime":"2021-12-16 14:23","market":"us","language":"zh","title":"未来一周大戏才开始!市场短暂的接受美联储转鹰","url":"https://stock-news.laohu8.com/highlight/detail?id=1184042751","media":"Wind万得","summary":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","content":"<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</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>未来一周大戏才开始!市场短暂的接受美联储转鹰</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{ 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class=\"title\">\n未来一周大戏才开始!市场短暂的接受美联储转鹰\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-16 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184042751","content_text":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。\nPeter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。\n美联储做了什么?\n一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。\n二、美联储暗示2022年加息3次,目前而言市场对此消化良好。\nPeter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”\n他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”\n市场做了什么?\n博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。\n比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。\n债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。\n市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。\n现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。\nPeter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。\nPeter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690800652,"gmtCreate":1639651023842,"gmtModify":1639651023961,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"市场多余的美元哪里去?炒股吧,股市节节攀升","listText":"市场多余的美元哪里去?炒股吧,股市节节攀升","text":"市场多余的美元哪里去?炒股吧,股市节节攀升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690800652","repostId":"1184042751","repostType":4,"repost":{"id":"1184042751","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1639635818,"share":"https://www.laohu8.com/m/news/1184042751?lang=&edition=full","pubTime":"2021-12-16 14:23","market":"us","language":"zh","title":"未来一周大戏才开始!市场短暂的接受美联储转鹰","url":"https://stock-news.laohu8.com/highlight/detail?id=1184042751","media":"Wind万得","summary":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","content":"<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</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>未来一周大戏才开始!市场短暂的接受美联储转鹰</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{ 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class=\"title\">\n未来一周大戏才开始!市场短暂的接受美联储转鹰\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-16 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184042751","content_text":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。\nPeter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。\n美联储做了什么?\n一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。\n二、美联储暗示2022年加息3次,目前而言市场对此消化良好。\nPeter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”\n他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”\n市场做了什么?\n博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。\n比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。\n债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。\n市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。\n现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。\nPeter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。\nPeter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875631543,"gmtCreate":1637640420153,"gmtModify":1637640420153,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"特斯拉的大空投是马斯克","listText":"特斯拉的大空投是马斯克","text":"特斯拉的大空投是马斯克","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875631543","repostId":"2185849804","repostType":2,"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844988371,"gmtCreate":1636383267793,"gmtModify":1636383275761,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844988371","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween 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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842486373,"gmtCreate":1636217495998,"gmtModify":1636217496096,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842486373","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846592471,"gmtCreate":1636093753816,"gmtModify":1636093753908,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"躺赢组合","listText":"躺赢组合","text":"躺赢组合","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846592471","repostId":"1189655201","repostType":4,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846507470,"gmtCreate":1636092840742,"gmtModify":1636093121591,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846507470","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846930281,"gmtCreate":1636038515971,"gmtModify":1636038516060,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846930281","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849093766,"gmtCreate":1635697613737,"gmtModify":1635697613737,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849093766","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! 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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855843120,"gmtCreate":1635353931717,"gmtModify":1635388033771,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097895666271610","authorIdStr":"4097895666271610"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855843120","repostId":"1165563619","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690800652,"gmtCreate":1639651023842,"gmtModify":1639651023961,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"市场多余的美元哪里去?炒股吧,股市节节攀升","listText":"市场多余的美元哪里去?炒股吧,股市节节攀升","text":"市场多余的美元哪里去?炒股吧,股市节节攀升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690800652","repostId":"1184042751","repostType":4,"repost":{"id":"1184042751","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1639635818,"share":"https://www.laohu8.com/m/news/1184042751?lang=&edition=full","pubTime":"2021-12-16 14:23","market":"us","language":"zh","title":"未来一周大戏才开始!市场短暂的接受美联储转鹰","url":"https://stock-news.laohu8.com/highlight/detail?id=1184042751","media":"Wind万得","summary":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","content":"<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</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>未来一周大戏才开始!市场短暂的接受美联储转鹰</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{ 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#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未来一周大戏才开始!市场短暂的接受美联储转鹰\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-16 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184042751","content_text":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。\nPeter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。\n美联储做了什么?\n一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。\n二、美联储暗示2022年加息3次,目前而言市场对此消化良好。\nPeter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”\n他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”\n市场做了什么?\n博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。\n比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。\n债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。\n市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。\n现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。\nPeter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。\nPeter Tchir 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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while 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14:23","market":"us","language":"zh","title":"未来一周大戏才开始!市场短暂的接受美联储转鹰","url":"https://stock-news.laohu8.com/highlight/detail?id=1184042751","media":"Wind万得","summary":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","content":"<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</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>未来一周大戏才开始!市场短暂的接受美联储转鹰</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{ 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class=\"title\">\n未来一周大戏才开始!市场短暂的接受美联储转鹰\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-16 14:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。</p>\n<p>Peter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。</p>\n<p><b>美联储做了什么?</b></p>\n<p>一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。</p>\n<p>二、美联储暗示2022年加息3次,目前而言市场对此消化良好。</p>\n<p>Peter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”</p>\n<p>他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”</p>\n<p><b>市场做了什么?</b></p>\n<p>博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。</p>\n<p>比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。</p>\n<p>债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。</p>\n<p>市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。</p>\n<p>现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。</p>\n<p>Peter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。</p>\n<p>Peter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184042751","content_text":"2021年美联储最后一次议息会议如期举行,加速Taper,且暗示2022年将加息三次。但市场并没有被美联储突然转弯吓到,美股反而大涨以待。在Academy Securities 的 Peter Tchir 看来,这只是一种“短暂的被动接受”,真正的市场反应藏在未来一周的细节里。\nPeter Tchir 在最新的报告中滤清了美联储和市场各自的行为,认为两者之间的“化学反应”不能在单个交易日体现完整。\n美联储做了什么?\n一、美联储加快Taper节奏,于2022年3月中旬结束资产购买。这在市场上或多或少已经被price in。\n二、美联储暗示2022年加息3次,目前而言市场对此消化良好。\nPeter Tchir 对本次鲍威尔新闻发布会评价称,鲍威尔似乎跨越了对抗通胀和渴望增长之间的界限,“在我看来,我是有偏见的,我发现他以一种过去从未有过的方式,向全国而不是金融市场发表演讲。也许他是在试图安抚华盛顿,同时坚持自己的立场?这似乎是有道理的,但我不确定这是怎么回事。”\n他继续补充称:“我认为鲍威尔新闻发布会最有力的观点是,需要很长的增长周期才能真正降低失业率(增加劳动力参与)。”\n市场做了什么?\n博弈之后,风险资产在美联储新闻发布会开始时表现得非常好,新闻发布会结束后,风险资产正在飙升。\n比特币从46650美元涨到了49000美元。理论上,美联储立场鹰派,比特币表现应该不佳。但这一次,比特币却疯狂上涨。与此同时,VIX 已经从上周高点回落。\n债券市场的平静也对风险资产产生了积极地影响。美联储议息会议结果公布后,2年期美债收益率从66个基点飙升至71个基点,随后回落至68个基点,表明该美联储的决定已被定价。10年期美债收益率最初下降,之后从1.45%上升到1.47%,曲线正在经历更多的平行变化(而不是大幅变平/变陡)。\n市场已经对美联储的言行定价了多少?Peter Tchir表示,这很难讲,但从比特币来看,做空者寡,做多者众。也许自2018年以来,市场已经习惯了美联储“言辞严厉,行为温和鸽派”;风险资产在美联储议息会议公布后大涨,这是市场希望看到的,但要维持这种状态需要更加鸽派的美联储。\n现在的市场状况有点类似于“每个人都知道美联储已经变得鹰派,但每个人都认为美联储不会这样行动。”全球供应链改善之前,消费者支出是否已经发生改变?公司如何保证库存和顺利生产?市场多头恐怕已经忽略了这些问题。\nPeter Tchir 进一步分析道,信贷应该是正常的,考虑到美联储今天的基调,债券市场的情况可能是正确的(可能会有加息,这将抑制增长)。虽然美联储仍在增加其资产负债表,但已接近尾声,而且美联储似乎并不急于实际缩减资产负债表(鲍威尔确实通过声明资产负债表将保持来安抚市场)。事实上,美联储资产负债表的流动性,即扩张和缩减对市场来说很重要,尘封不动的存量没有那么重要。\nPeter Tchir 总结称,因此,市场已经出现的小波动是令人不安的,预计风险资产即将回吐一部分近期的涨幅,最快可能在接下来的一个交易日就会出现。未来一周,市场逐渐消化美联储释放的全部信号,博弈将更加激烈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849093766,"gmtCreate":1635697613737,"gmtModify":1635697613737,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849093766","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween 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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683824711,"gmtCreate":1656210118435,"gmtModify":1704864236834,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"继续","listText":"继续","text":"继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683824711","repostId":"1147735251","repostType":4,"isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683824656,"gmtCreate":1656209804179,"gmtModify":1704864236141,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683824656","repostId":"1113035945","repostType":4,"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842486373,"gmtCreate":1636217495998,"gmtModify":1636217496096,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842486373","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846507470,"gmtCreate":1636092840742,"gmtModify":1636093121591,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846507470","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846930281,"gmtCreate":1636038515971,"gmtModify":1636038516060,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846930281","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843284612,"gmtCreate":1635832762076,"gmtModify":1635832762151,"author":{"id":"4097895666271610","authorId":"4097895666271610","name":"Juliasheng","avatar":"https://static.tigerbbs.com/88669bb70cf7b8dfa2de1f420d8237c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097895666271610","idStr":"4097895666271610"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843284612","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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