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enjoylife168
enjoylife168
·
09-09
停滞性通膨
大摩：美国通胀回落故事告一段落，市场需适应“更高更久”利率
智通财经APP获悉，摩根士丹利在最新发布的美国通胀展望报告中，坚定认为核心CPI的反弹并非昙花一现，而是正在形成一条持续上行的轨迹。值得一提的是，本月PPI将先于CPI一天公布，届时市场几乎可拼凑出完整的8月PCE拼图，数据透明度显著提升。对于正急切寻找“降息多少”答案的市场而言，这份报告无异于泼下一盆冷水：通胀回落的故事在2025年夏天已暂告段落，下一步，投资者需要为“更高更久”的利率环境做好心理准备。
大摩：美国通胀回落故事告一段落，市场需适应“更高更久”利率
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enjoylife168
enjoylife168
·
08-29
AI世代，算力就是赢家通吃；大客户学英伟达
英伟达(NVDA.US)财报披露客户集中度引发担忧 两大客户贡献近四成营收
【英伟达(NVDA.US)财报披露客户集中度引发担忧 两大客户贡献近四成营收】智通财经APP获悉，美国人工智能芯片巨头英伟达(NVDA.US)在最新财报文件中披露，其营收高度集中于少数客户。公司在周三
英伟达(NVDA.US)财报披露客户集中度引发担忧 两大客户贡献近四成营收
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enjoylife168
enjoylife168
·
08-12
8/7日后才全面提高关税
核心CPI年率上涨3.1%，分析师称并非好兆头
ChainCatcher 消息，据金十报道，分析师 Anstey 表示，7 月核心 CPI 同比上涨 3.1%，略高于预期。美联储主席鲍威尔一直强调，政策制定者关注的是 12 个月的通胀，因此这一数据并不是一个好兆头。
核心CPI年率上涨3.1%，分析师称并非好兆头
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enjoylife168
enjoylife168
·
07-23
轮流施压FED 降息，不然关税战就白忙了
【美国商务部长：鲍威尔把利率维持得太高了】美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）
美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）
【美国商务部长：鲍威尔把利率维持得太高了】美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）
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enjoylife168
enjoylife168
·
06-20
根本不可能被封
花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“
花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“霍尔木兹海峡的任何封锁都可能导致油价大幅飙升” Anthony Yuen和Eri
花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“
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enjoylife168
enjoylife168
·
06-11
全世界各地央行都在降息，降低关税冲击；只剩美国还不调降
美国5月CPI全线爆冷，交易员押注美联储9月降息！关税影响暂未充分显现
美国5月CPI同比增长2.4%，预期增长2.5%，前值增长2.3%
美国5月CPI全线爆冷，交易员押注美联储9月降息！关税影响暂未充分显现
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enjoylife168
enjoylife168
·
06-10
中国那么多Robotaxi怎未见股价改变，重点是要有获利
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enjoylife168
enjoylife168
·
06-09
美国内部的麻烦很难说不影响到全球的经济和市场；内外夹攻，对外关税定无法全心处理
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enjoylife168
enjoylife168
·
06-06
苦肉计，让新车销售回升
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enjoylife168
enjoylife168
·
06-04
维持现有持股，看推出的进展速度再定
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NSA指数对应324.001。</p><p>与6月起步的上一轮反弹相比，本轮脉冲的最大特点是“商品带头、服务暂歇”，即核心商品通胀在关税传导与厂商重新定价的双重作用下继续扩大涨幅，而核心服务在7月部分项目“超前”跳升后，本月将出现温和回吐。</p><p>报告提醒，商品端的涨价已得到软指标的全面印证：8月ISM支付价格指数与Markit制造业产出价格指数仍处60以上的高位，其中产出价指数自6月以来始终盘踞在疫情期外历史顶部，历史经验显示只要该指数三个月均值高于60，核心商品PCE环比读数大概率正增长;若突破70，涨幅往往进一步放大。</p><p>模型显示，今年迄今关税相关成本已为核心通胀贡献约20个基点，若8月数据符合预期，累计贡献将升至30个基点，接近团队假设关税税率维持现状下总冲击的一半。具体来看，服装除鞋类依旧缺乏定价能力，新车仅微升，但家电、电子、家具等“其他商品”以及二手车价格明显走强，足以令核心商品环比从7月的0.21%扩张至0.51%。</p><p>服务方面，租金通胀继续沿着0.3%下方这条缓慢下行通道运行：业主等价租金(OER)和主要居所租金分别录得0.29%与0.27%，与市场租金指标指向的四季度前持续疲软保持一致;酒店均价仍低于一季度，环比虽略改善但仍为负值。核心服务(除住房)在7月因医疗保健和航空票价异常跳升而高达0.48%，8月预计回落至0.32%。</p><p>其中，牙科服务在7月创纪录上涨2.58%，团队认为存在统计噪音，本月将显著回调，带动整体医疗服务通胀从0.79%降至0.30%;航空票价虽保持正增长，但环比动能自上月高点放缓;车险在连续两个月偏弱后有望反弹至0.5%左右的趋势水平。综合看，核心服务仍具粘性，但短期脉冲已现见顶迹象。</p><p>能源分项在季调基础上重新转正，食品价格亦自7月低点小幅回升，但仍远低于一季度极端读数，因此整体 CPI虽高于核心，却暂未显示出全面过热风险。</p><p>模型显示，若8月核心CPI最终落在0.35%，对应的核心PCE环比将达0.34%，高于7月的0.27%，其中金融服务PCE受6—7月美股强劲回报拉动继续高增，医疗保健与航空票价则回落。值得一提的是，本月PPI将先于CPI一天公布，届时市场几乎可拼凑出完整的8月PCE拼图，数据透明度显著提升。</p><p>风险层面，摩根士丹利提示，由于预测值恰好处于0.35%这一“四舍五入临界”，若商品涨幅稍有不及，未四舍五入结果可能滑落至0.30%，因此单边偏差在数学上更倾向下行。但就趋势而言，只要软指标继续高位徘徊，商品涨价就会从“一次性”变为“持续性”，而服务价格回吐的空间有限，核心通胀的底部已被抬高。</p><p>对于正急切寻找“降息多少”答案的市场而言，这份报告无异于泼下一盆冷水：通胀回落的故事在2025年夏天已暂告段落，下一步，投资者需要为“更高更久”的利率环境做好心理准备。</p></body></html>","source":"stock_zhitongcaijing","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>大摩：美国通胀回落故事告一段落，市场需适应“更高更久”利率</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1342595.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4516":"特朗普概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4504":"桥水持仓","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4588":"碎股","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC 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整体CPI则受能源分项重启季调后正增长与食品价格小幅提速的共同带动，环比升至0.38%，年率2.92%， NSA指数对应324.001。与6月起步的上一轮反弹相比，本轮脉冲的最大特点是“商品带头、服务暂歇”，即核心商品通胀在关税传导与厂商重新定价的双重作用下继续扩大涨幅，而核心服务在7月部分项目“超前”跳升后，本月将出现温和回吐。报告提醒，商品端的涨价已得到软指标的全面印证：8月ISM支付价格指数与Markit制造业产出价格指数仍处60以上的高位，其中产出价指数自6月以来始终盘踞在疫情期外历史顶部，历史经验显示只要该指数三个月均值高于60，核心商品PCE环比读数大概率正增长;若突破70，涨幅往往进一步放大。模型显示，今年迄今关税相关成本已为核心通胀贡献约20个基点，若8月数据符合预期，累计贡献将升至30个基点，接近团队假设关税税率维持现状下总冲击的一半。具体来看，服装除鞋类依旧缺乏定价能力，新车仅微升，但家电、电子、家具等“其他商品”以及二手车价格明显走强，足以令核心商品环比从7月的0.21%扩张至0.51%。服务方面，租金通胀继续沿着0.3%下方这条缓慢下行通道运行：业主等价租金(OER)和主要居所租金分别录得0.29%与0.27%，与市场租金指标指向的四季度前持续疲软保持一致;酒店均价仍低于一季度，环比虽略改善但仍为负值。核心服务(除住房)在7月因医疗保健和航空票价异常跳升而高达0.48%，8月预计回落至0.32%。其中，牙科服务在7月创纪录上涨2.58%，团队认为存在统计噪音，本月将显著回调，带动整体医疗服务通胀从0.79%降至0.30%;航空票价虽保持正增长，但环比动能自上月高点放缓;车险在连续两个月偏弱后有望反弹至0.5%左右的趋势水平。综合看，核心服务仍具粘性，但短期脉冲已现见顶迹象。能源分项在季调基础上重新转正，食品价格亦自7月低点小幅回升，但仍远低于一季度极端读数，因此整体 CPI虽高于核心，却暂未显示出全面过热风险。模型显示，若8月核心CPI最终落在0.35%，对应的核心PCE环比将达0.34%，高于7月的0.27%，其中金融服务PCE受6—7月美股强劲回报拉动继续高增，医疗保健与航空票价则回落。值得一提的是，本月PPI将先于CPI一天公布，届时市场几乎可拼凑出完整的8月PCE拼图，数据透明度显著提升。风险层面，摩根士丹利提示，由于预测值恰好处于0.35%这一“四舍五入临界”，若商品涨幅稍有不及，未四舍五入结果可能滑落至0.30%，因此单边偏差在数学上更倾向下行。但就趋势而言，只要软指标继续高位徘徊，商品涨价就会从“一次性”变为“持续性”，而服务价格回吐的空间有限，核心通胀的底部已被抬高。对于正急切寻找“降息多少”答案的市场而言，这份报告无异于泼下一盆冷水：通胀回落的故事在2025年夏天已暂告段落，下一步，投资者需要为“更高更久”的利率环境做好心理准备。","news_type":1,"symbols_score_info":{"TNmain":1,"UBmain":1,"ZBmain":1,"ZFmain":1,"ZNmain":1,"ZTmain":1}},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472636139175968,"gmtCreate":1756421805874,"gmtModify":1756421808052,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497006675108652","authorIdStr":"3497006675108652"},"themes":[],"htmlText":"AI世代，算力就是赢家通吃；大客户学英伟达","listText":"AI世代，算力就是赢家通吃；大客户学英伟达","text":"AI世代，算力就是赢家通吃；大客户学英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472636139175968","repostId":"2563626430","repostType":2,"repost":{"id":"2563626430","kind":"live","pubTimestamp":1756418400,"share":"https://www.laohu8.com/m/news/2563626430?lang=&edition=full","pubTime":"2025-08-29 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","161631":"人工智能","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","3NVD.UK":"LS 3X NVIDIA","SEC.AU":"SPHERIA EMERGING CO LTD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM 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成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1755002321,"share":"https://www.laohu8.com/m/news/2558642897?lang=&edition=full","pubTime":"2025-08-12 20:38","market":"hk","language":"zh","title":"核心CPI年率上涨3.1%，分析师称并非好兆头","url":"https://stock-news.laohu8.com/highlight/detail?id=2558642897","media":"链捕手","summary":" ChainCatcher 消息，据金十报道，分析师 Anstey 表示，7 月核心 CPI 同比上涨 3.1%，略高于预期。美联储主席鲍威尔一直强调，政策制定者关注的是 12 个月的通胀，因此这一数据并不是一个好兆头。 ","content":"<html><body><p>ChainCatcher 消息，据金十报道，分析师 Anstey 表示，7 月核心 CPI 同比上涨 3.1%，略高于预期。美联储主席鲍威尔一直强调，政策制定者关注的是 12 个月的通胀，因此这一数据并不是一个好兆头。</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>核心CPI年率上涨3.1%，分析师称并非好兆头</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; 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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核心CPI年率上涨3.1%，分析师称并非好兆头\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2025-08-12 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据金十报道，分析师 Anstey 表示，7 月核心 CPI 同比上涨 3.1%，略高于预期。美联储主席鲍威尔一直强调，政策制定者关注的是 12 个月的通胀，因此这一数据并不是一个好兆头。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","OEX":"标普100","BK4585":"ETF&股票定投概念","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4588":"碎股",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF"},"source_url":"https://www.chaincatcher.com/article/2196954","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2558642897","content_text":"ChainCatcher 消息，据金十报道，分析师 Anstey 表示，7 月核心 CPI 同比上涨 3.1%，略高于预期。美联储主席鲍威尔一直强调，政策制定者关注的是 12 个月的通胀，因此这一数据并不是一个好兆头。","news_type":1,"symbols_score_info":{".SPX":0.6,"ESmain":0.6,"MESmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":0.89,"SSO":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459720915260032,"gmtCreate":1753273811414,"gmtModify":1753275757897,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497006675108652","authorIdStr":"3497006675108652"},"themes":[],"htmlText":"轮流施压FED 降息，不然关税战就白忙了","listText":"轮流施压FED 降息，不然关税战就白忙了","text":"轮流施压FED 降息，不然关税战就白忙了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459720915260032","repostId":"2552446705","repostType":2,"repost":{"id":"2552446705","kind":"news","pubTimestamp":1753023654,"share":"https://www.laohu8.com/m/news/2552446705?lang=&edition=full","pubTime":"2025-07-20 23:00","market":"hk","language":"zh","title":"【美国商务部长：鲍威尔把利率维持得太高了】美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）","url":"https://stock-news.laohu8.com/highlight/detail?id=2552446705","media":"金融界","summary":"美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）","content":"<html><body><div>美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）</div></body></html>","source":"jinrongjie_stock","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>【美国商务部长：鲍威尔把利率维持得太高了】美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）</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; 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href=https://24h.jrj.com.cn/2025/07/20230051833389.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国商务部长卢特尼克：抵押贷款利率比正常水平高出2个百分点。鲍威尔把利率维持得太高了。（格隆汇）</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/07/20230051833389.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IVV":"标普500指数ETF","OEX":"标普100","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4588":"碎股",".SPX":"S&P 500 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14:15","market":"us","language":"zh","title":"花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“","url":"https://stock-news.laohu8.com/highlight/detail?id=2544329110","media":"智通财经","summary":"花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“霍尔木兹海峡的任何封锁都可能导致油价大幅飙升” Anthony Yuen和Eri","content":"<html><body><div>\n<div>\r\n 花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“霍尔木兹海峡的任何封锁都可能导致油价大幅飙升” Anthony Yuen和Eric Lee等分析师在一份报告中写道。“但我们认为封锁时间应该很短因为各方都将为其重新开放付出努力所以应该不会是长达数月的关闭。”。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“</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花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-20 14:15 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“霍尔木兹海峡的任何封锁都可能导致油价大幅飙升” Anthony Yuen和Eric Lee等分析师在一份报告中写道。“但我们认为封锁时间应该很短因为各方都将为其重新开放付出努力所以应该不会是长达数月的关闭。”。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","DDG":"ProShares做空石油与天然气ETF","BK4504":"桥水持仓","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","SCO":"二倍做空彭博原油指数ETF","DWT":"三倍做空原油ETN","BK4588":"碎股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4559":"巴菲特持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED 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INC","BK4534":"瑞士信贷持仓","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4566":"资本集团","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2544329110","content_text":"花旗称如果霍尔木兹海峡被封锁布伦特原油可能会飙升至每桶90美元左右。不过该行也指出这条关键水路的航运不太可能长期停止。“霍尔木兹海峡的任何封锁都可能导致油价大幅飙升” Anthony Yuen和Eric Lee等分析师在一份报告中写道。“但我们认为封锁时间应该很短因为各方都将为其重新开放付出努力所以应该不会是长达数月的关闭。”。","news_type":1,"symbols_score_info":{"DDG":0.6,"DUG":0.6,"DWT":0.6,"BZmain":0.6,"CLmain":1,"QMmain":1,"SCO":1,"UCO":1,"USO":1}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444946729635968,"gmtCreate":1749650722395,"gmtModify":1749651872478,"author":{"id":"3497006675108652","authorId":"3497006675108652","name":"enjoylife168","avatar":"https://static.tigerbbs.com/e6aa6e5e2392f958e0b4f4c6bac84d1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497006675108652","authorIdStr":"3497006675108652"},"themes":[],"htmlText":"全世界各地央行都在降息，降低关税冲击；只剩美国还不调降","listText":"全世界各地央行都在降息，降低关税冲击；只剩美国还不调降","text":"全世界各地央行都在降息，降低关税冲击；只剩美国还不调降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444946729635968","repostId":"1137439527","repostType":2,"repost":{"id":"1137439527","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":1749645041,"share":"https://www.laohu8.com/m/news/1137439527?lang=&edition=full","pubTime":"2025-06-11 20:30","market":"us","language":"zh","title":"美国5月CPI全线爆冷，交易员押注美联储9月降息！关税影响暂未充分显现","url":"https://stock-news.laohu8.com/highlight/detail?id=1137439527","media":"老虎资讯综合","summary":"美国5月CPI同比增长2.4%，预期增长2.5%，前值增长2.3%","content":"<html><head></head><body><blockquote><p>美国CPI全线爆冷，交易员加大对美联储降息9月降息的押注</p></blockquote><p>周三，美国公布5月CPI数据，该数据全线低于预期。</p><p style=\"text-align: justify;\">美国5月未季调<strong>CPI年率</strong>录得2.4%，市场预期为2.5%。美国5月未季调<strong>CPI月率</strong>录得0.1%，市场预期为0.2%。美国5月未季调<strong>核心CPI年率</strong>录得2.8%，市场预期为2.9%。美国5月季调后<strong>核心CPI月率</strong>录得0.1%，市场预期为0.3%。</p><p>数据公布后，美股期指涨幅扩大；现货黄金短线冲高12美元，突破3360美元/盎司，为6月6日来首次；美元指数短线下挫超30点；欧元兑美元、英镑兑美元短线走高近50点。</p><p><strong>交易员加大对美联储降息9月降息的押注，并基本预计今年将降息两次。</strong>市场预期美联储未来一年将累计降息77个基点，到12月累计降息48个基点，此前预期未来一年降息67个基点，到12月降息42个基点。</p><p style=\"text-align: justify;\">投资者和经济学家将特别关注政策制定者更新的经济预测，因为3月份的预测发布时，尚未出现4月2日宣布关税及后续暂停最激进征税的情况。</p><p style=\"text-align: justify;\">“美联储传声筒” Nick Timiraos表示，<strong>汽车和服装价格下降，导致5月核心CPI的读数低于预期。</strong>一些预测者曾认为这两项在5月份会显示出关税的早期影响。</p><p style=\"text-align: justify;\">家具是经济学家曾认为会很快显现关税影响的品类之一。然而，本月“家具和寝具”的指数下跌了0.8%，<strong>创下去年12月以来的最弱读数</strong>。彭博社分析师Chris Anstey表示，这有可能是由于关税实施前，企业大量囤积库存所致。但无论如何，这确实引发了一些疑问。</p><p style=\"text-align: justify;\">能源指数在4月份上涨了0.7%之后，本月下跌了1%。其中，汽油指数环比下降2.6%，天然气价格也出现了下跌。但需要注意的是，电力成本却上涨了0.9%。</p><p style=\"text-align: justify;\"><strong>一连串低于预期的通胀数据进一步证明，消费者尚未感受到特朗普关税的全面冲击</strong>——这或许是因为最具惩罚性的关税被暂时搁置，亦或是企业目前自行消化了额外成本。然而，<strong>若高关税正式生效，企业将更难屏蔽成本压力</strong>，这也是经济学家预测未来几个月物价将显著上涨的主要原因之一。</p><p style=\"text-align: justify;\">风险在于，<strong>消费者仍在疫情后高通胀中挣扎，他们的容忍度有限，最终可能缩减开支。</strong>JM Smucker Co.以及Best Buy Co.认为这将侵蚀利润。与此同时，预测机构认为美国经济增长正在放缓。</p><p style=\"text-align: justify;\">某些受高关税影响更直接的品类已显现显著涨价。美国玩具价格创下自2023年以来的最大涨幅，而大家电成本则录得近五年来的最大增幅。</p><p></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5月CPI全线爆冷，交易员押注美联储9月降息！关税影响暂未充分显现</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{ 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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5月CPI全线爆冷，交易员押注美联储9月降息！关税影响暂未充分显现\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-11 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美国CPI全线爆冷，交易员加大对美联储降息9月降息的押注</p></blockquote><p>周三，美国公布5月CPI数据，该数据全线低于预期。</p><p style=\"text-align: justify;\">美国5月未季调<strong>CPI年率</strong>录得2.4%，市场预期为2.5%。美国5月未季调<strong>CPI月率</strong>录得0.1%，市场预期为0.2%。美国5月未季调<strong>核心CPI年率</strong>录得2.8%，市场预期为2.9%。美国5月季调后<strong>核心CPI月率</strong>录得0.1%，市场预期为0.3%。</p><p>数据公布后，美股期指涨幅扩大；现货黄金短线冲高12美元，突破3360美元/盎司，为6月6日来首次；美元指数短线下挫超30点；欧元兑美元、英镑兑美元短线走高近50点。</p><p><strong>交易员加大对美联储降息9月降息的押注，并基本预计今年将降息两次。</strong>市场预期美联储未来一年将累计降息77个基点，到12月累计降息48个基点，此前预期未来一年降息67个基点，到12月降息42个基点。</p><p style=\"text-align: justify;\">投资者和经济学家将特别关注政策制定者更新的经济预测，因为3月份的预测发布时，尚未出现4月2日宣布关税及后续暂停最激进征税的情况。</p><p style=\"text-align: justify;\">“美联储传声筒” Nick Timiraos表示，<strong>汽车和服装价格下降，导致5月核心CPI的读数低于预期。</strong>一些预测者曾认为这两项在5月份会显示出关税的早期影响。</p><p style=\"text-align: justify;\">家具是经济学家曾认为会很快显现关税影响的品类之一。然而，本月“家具和寝具”的指数下跌了0.8%，<strong>创下去年12月以来的最弱读数</strong>。彭博社分析师Chris Anstey表示，这有可能是由于关税实施前，企业大量囤积库存所致。但无论如何，这确实引发了一些疑问。</p><p style=\"text-align: justify;\">能源指数在4月份上涨了0.7%之后，本月下跌了1%。其中，汽油指数环比下降2.6%，天然气价格也出现了下跌。但需要注意的是，电力成本却上涨了0.9%。</p><p style=\"text-align: justify;\"><strong>一连串低于预期的通胀数据进一步证明，消费者尚未感受到特朗普关税的全面冲击</strong>——这或许是因为最具惩罚性的关税被暂时搁置，亦或是企业目前自行消化了额外成本。然而，<strong>若高关税正式生效，企业将更难屏蔽成本压力</strong>，这也是经济学家预测未来几个月物价将显著上涨的主要原因之一。</p><p style=\"text-align: justify;\">风险在于，<strong>消费者仍在疫情后高通胀中挣扎，他们的容忍度有限，最终可能缩减开支。</strong>JM Smucker Co.以及Best Buy Co.认为这将侵蚀利润。与此同时，预测机构认为美国经济增长正在放缓。</p><p style=\"text-align: justify;\">某些受高关税影响更直接的品类已显现显著涨价。美国玩具价格创下自2023年以来的最大涨幅，而大家电成本则录得近五年来的最大增幅。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137439527","content_text":"美国CPI全线爆冷，交易员加大对美联储降息9月降息的押注周三，美国公布5月CPI数据，该数据全线低于预期。美国5月未季调CPI年率录得2.4%，市场预期为2.5%。美国5月未季调CPI月率录得0.1%，市场预期为0.2%。美国5月未季调核心CPI年率录得2.8%，市场预期为2.9%。美国5月季调后核心CPI月率录得0.1%，市场预期为0.3%。数据公布后，美股期指涨幅扩大；现货黄金短线冲高12美元，突破3360美元/盎司，为6月6日来首次；美元指数短线下挫超30点；欧元兑美元、英镑兑美元短线走高近50点。交易员加大对美联储降息9月降息的押注，并基本预计今年将降息两次。市场预期美联储未来一年将累计降息77个基点，到12月累计降息48个基点，此前预期未来一年降息67个基点，到12月降息42个基点。投资者和经济学家将特别关注政策制定者更新的经济预测，因为3月份的预测发布时，尚未出现4月2日宣布关税及后续暂停最激进征税的情况。“美联储传声筒” Nick Timiraos表示，汽车和服装价格下降，导致5月核心CPI的读数低于预期。一些预测者曾认为这两项在5月份会显示出关税的早期影响。家具是经济学家曾认为会很快显现关税影响的品类之一。然而，本月“家具和寝具”的指数下跌了0.8%，创下去年12月以来的最弱读数。彭博社分析师Chris Anstey表示，这有可能是由于关税实施前，企业大量囤积库存所致。但无论如何，这确实引发了一些疑问。能源指数在4月份上涨了0.7%之后，本月下跌了1%。其中，汽油指数环比下降2.6%，天然气价格也出现了下跌。但需要注意的是，电力成本却上涨了0.9%。一连串低于预期的通胀数据进一步证明，消费者尚未感受到特朗普关税的全面冲击——这或许是因为最具惩罚性的关税被暂时搁置，亦或是企业目前自行消化了额外成本。然而，若高关税正式生效，企业将更难屏蔽成本压力，这也是经济学家预测未来几个月物价将显著上涨的主要原因之一。风险在于，消费者仍在疫情后高通胀中挣扎，他们的容忍度有限，最终可能缩减开支。JM Smucker Co.以及Best Buy 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