社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
跟着心走
专注于互联网中概股
IP属地：江苏
+关注
帖子 · 58
帖子 · 58
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
跟着心走
跟着心走
·
04-17
$霸王茶姬(CHA)$
[捂脸] 就中了5股
看
783
回复
2
点赞
点赞
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2024-04-12
最近看了《月亮与六便士》这本书。 很久没读后劲这么大的书了。 初品觉得斯特里克兰是个极度自私的人。抛妻弃子、抢走朋友老婆并将朋友老婆抛弃导致朋友老婆自杀，从这个角度来说，真的很渣。 再品又非常佩服斯特里克兰为了追逐梦想义无反顾勇往直前的精神，有明确的目标并且可以摒弃一切杂念及外界噪音，只专注于实现这一个目标。在这一点上，个人非常佩服，但却不赞同。 再细品，又觉得斯特里克兰有着非常强大的内心。因为追逐梦想的道路注定是孤独的，是不被人所理解的，也是要经历许多次失败挫折的。在这条道路上，能依靠的只有自己，但是有时连自己可能都会怀疑自己的坚持是不是正确的，是不是有意义的。而斯特里克兰从头至尾都坚持画画、坚持自己一定能成功，始终没有过动摇，足以看出斯特里克兰内心的强大。 其实再往深入思考，月亮代表梦想（也包括兴趣爱好）、也代表感性，而六便士代表生活、也代表着理性。当生活与梦想（也包括兴趣爱好）相碰撞，感性与理性相冲突的时候，我们究竟又会如何取舍作何选择呢？又该如何去平衡？相信每个人都有自己的答案，也值得每个人去深思。
看
5,578
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2023-07-26
$小鹏汽车(XPEV)$
感谢今晚的小鹏
看
6,827
回复
评论
点赞
6
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2023-03-30
笑死，现在感觉木头姐真是个大韭菜
木头姐旗下基金“清仓式”减持小鹏汽车
智通财经APP获悉，“木头姐”凯茜·伍德旗下方舟投资管理公司于3月28日通过ARK Autonomous Technology & Robotics ETF (ARKQ)出售了226,727股小鹏汽车(XPEV.US)股票，此前该公司在3月27日出售了128,222股小鹏汽车股票。目前，该基金仅持有9319股小鹏汽车股票，持仓占比0.01%。截至发稿，小鹏汽车盘前涨3.02%，报10.56美元，该股昨日收涨5.56%。
木头姐旗下基金“清仓式”减持小鹏汽车
看
4,502
回复
评论
点赞
2
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2023-03-20
$瑞士信贷(CS)$
空单平仓啦，之前一直认为瑞信还会跌，但没想到会来的这么快，上周三的空单，到上周五收盘的时候还跌了将近10%，没想到周末瑞银直接4折收购瑞信，今天一开盘直接盈利50%多平仓，虽然仓位很小，但是很爽
看
6,933
回复
1
点赞
1
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2023-01-16
$量子之歌(QSG)$
原来启牛学堂就是这家公司旗下的，隔三差五的就给我打骚扰电话
看
6,184
回复
评论
点赞
3
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2022-12-01
$小鹏汽车(XPEV)$
持续逼空，打爆空头
看
4,827
回复
评论
点赞
6
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2021-06-11
这篇文章不错，转发给大家看
您有一份【粽子礼盒】尚未领取！速来啦~！
@话题虎：
马上就到端午节啦~！ 小话提前祝大家节日快乐了！ 每逢佳节，小话最惦记的就是亲爱的虎友们啦~！ 这次毫无意外，我又去虎娘家里给大家运来了一大批礼物，Duang~Duang~Duang~ 就是精美的7周年粽子礼盒：废话不多说啦~！ 只要三连：评论+转发+点赞！ 就有机会获得一份【粽子礼盒】喔！ 赶快在评论区发表的你的祝福吧！！！[比心] $老虎证券(TIGR)$
您有一份【粽子礼盒】尚未领取！速来啦~！
看
5,344
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2021-06-11
Tiger is here
以史为鉴，美国通胀飙升后的演绎与影响
美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。
以史为鉴，美国通胀飙升后的演绎与影响
看
3,485
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
跟着心走
跟着心走
·
2021-06-11
Tiger is here
一张图读懂滴滴招股书：遍布15国，日均单量4100万
6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。
一张图读懂滴滴招股书：遍布15国，日均单量4100万
看
4,375
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3505176125011816","uuid":"3505176125011816","gmtCreate":1542449786648,"gmtModify":1580136099937,"name":"跟着心走","pinyin":"gzxzgenzhexinzou","introduction":"","introductionEn":"","signature":"专注于互联网中概股","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":83,"headSize":64,"tweetSize":58,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":5,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-6","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达12个月","bigImgUrl":"https://static.tigerbbs.com/89d8870465821fae6716a27af2624e40","smallImgUrl":"https://static.tigerbbs.com/6d5ffd25685d045ade4bb948ef8fd5c3","grayImgUrl":"https://static.tigerbbs.com/076cd4597f6ea22aabdd4f6a12b2c293","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-1","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达100笔","bigImgUrl":"https://static.tigerbbs.com/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://static.tigerbbs.com/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://static.tigerbbs.com/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","exceedPercentage":"93.79%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"d4828bb678e54782ab0507f286d86e42-1","templateUuid":"d4828bb678e54782ab0507f286d86e42","name":"实盘赛王牌交易员","description":"Top 100","bigImgUrl":"https://static.tigerbbs.com/556b13e675ec6fa1a877ec0c9860c5f0","smallImgUrl":"https://static.tigerbbs.com/177968b7619e5233f005572817da5e36","grayImgUrl":"https://static.tigerbbs.com/163c3f461f45a3bde3077a7179194a5a","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5500},{"badgeId":"754899bf0917479fa68cfac1ea371651-6","templateUuid":"754899bf0917479fa68cfac1ea371651","name":"月赛Top 3团队成员","description":"Top 3","bigImgUrl":"https://static.tigerbbs.com/07c1c095634de01442a994a6e400c15e","smallImgUrl":"https://static.tigerbbs.com/9781810dde36b017d40bfd2d4bbdec33","grayImgUrl":"https://static.tigerbbs.com/502a753fc3c530cb2ab08d98d795adaa","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5400},{"badgeId":"1f74612b6f95455f970edd02b5316db8-4","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 10%","bigImgUrl":"https://static.tigerbbs.com/15d4b5a89fa218ed3a35da1a05874cf6","smallImgUrl":"https://static.tigerbbs.com/16e2b28d75d7746886400fad4f4ec3e3","grayImgUrl":"https://static.tigerbbs.com/6f578d36f80e1a3d9c705f395e522048","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-6","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 3%","bigImgUrl":"https://static.tigerbbs.com/a598d1c237f4abca28b7dec180a69b90","smallImgUrl":"https://static.tigerbbs.com/6b82de83729a6fa0c5bd4e93dcee29be","grayImgUrl":"https://static.tigerbbs.com/b7430ddcdaa39bc9a65efade13881001","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":11,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.32%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":425547471647528,"gmtCreate":1744902937810,"gmtModify":1744902940129,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> [捂脸] 就中了5股","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> [捂脸] 就中了5股","text":"$霸王茶姬(CHA)$ [捂脸] 就中了5股","images":[{"img":"https://static.tigerbbs.com/288faff5a9604ec6ed33a93898403b79","width":"1080","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/425547471647528","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294583546269912,"gmtCreate":1712932949243,"gmtModify":1712933021556,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"最近看了《月亮与六便士》这本书。 很久没读后劲这么大的书了。 初品觉得斯特里克兰是个极度自私的人。抛妻弃子、抢走朋友老婆并将朋友老婆抛弃导致朋友老婆自杀，从这个角度来说，真的很渣。 再品又非常佩服斯特里克兰为了追逐梦想义无反顾勇往直前的精神，有明确的目标并且可以摒弃一切杂念及外界噪音，只专注于实现这一个目标。在这一点上，个人非常佩服，但却不赞同。 再细品，又觉得斯特里克兰有着非常强大的内心。因为追逐梦想的道路注定是孤独的，是不被人所理解的，也是要经历许多次失败挫折的。在这条道路上，能依靠的只有自己，但是有时连自己可能都会怀疑自己的坚持是不是正确的，是不是有意义的。而斯特里克兰从头至尾都坚持画画、坚持自己一定能成功，始终没有过动摇，足以看出斯特里克兰内心的强大。 其实再往深入思考，月亮代表梦想（也包括兴趣爱好）、也代表感性，而六便士代表生活、也代表着理性。当生活与梦想（也包括兴趣爱好）相碰撞，感性与理性相冲突的时候，我们究竟又会如何取舍作何选择呢？又该如何去平衡？相信每个人都有自己的答案，也值得每个人去深思。","listText":"最近看了《月亮与六便士》这本书。 很久没读后劲这么大的书了。 初品觉得斯特里克兰是个极度自私的人。抛妻弃子、抢走朋友老婆并将朋友老婆抛弃导致朋友老婆自杀，从这个角度来说，真的很渣。 再品又非常佩服斯特里克兰为了追逐梦想义无反顾勇往直前的精神，有明确的目标并且可以摒弃一切杂念及外界噪音，只专注于实现这一个目标。在这一点上，个人非常佩服，但却不赞同。 再细品，又觉得斯特里克兰有着非常强大的内心。因为追逐梦想的道路注定是孤独的，是不被人所理解的，也是要经历许多次失败挫折的。在这条道路上，能依靠的只有自己，但是有时连自己可能都会怀疑自己的坚持是不是正确的，是不是有意义的。而斯特里克兰从头至尾都坚持画画、坚持自己一定能成功，始终没有过动摇，足以看出斯特里克兰内心的强大。 其实再往深入思考，月亮代表梦想（也包括兴趣爱好）、也代表感性，而六便士代表生活、也代表着理性。当生活与梦想（也包括兴趣爱好）相碰撞，感性与理性相冲突的时候，我们究竟又会如何取舍作何选择呢？又该如何去平衡？相信每个人都有自己的答案，也值得每个人去深思。","text":"最近看了《月亮与六便士》这本书。 很久没读后劲这么大的书了。 初品觉得斯特里克兰是个极度自私的人。抛妻弃子、抢走朋友老婆并将朋友老婆抛弃导致朋友老婆自杀，从这个角度来说，真的很渣。 再品又非常佩服斯特里克兰为了追逐梦想义无反顾勇往直前的精神，有明确的目标并且可以摒弃一切杂念及外界噪音，只专注于实现这一个目标。在这一点上，个人非常佩服，但却不赞同。 再细品，又觉得斯特里克兰有着非常强大的内心。因为追逐梦想的道路注定是孤独的，是不被人所理解的，也是要经历许多次失败挫折的。在这条道路上，能依靠的只有自己，但是有时连自己可能都会怀疑自己的坚持是不是正确的，是不是有意义的。而斯特里克兰从头至尾都坚持画画、坚持自己一定能成功，始终没有过动摇，足以看出斯特里克兰内心的强大。 其实再往深入思考，月亮代表梦想（也包括兴趣爱好）、也代表感性，而六便士代表生活、也代表着理性。当生活与梦想（也包括兴趣爱好）相碰撞，感性与理性相冲突的时候，我们究竟又会如何取舍作何选择呢？又该如何去平衡？相信每个人都有自己的答案，也值得每个人去深思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294583546269912","isVote":1,"tweetType":1,"viewCount":5578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202116732260360,"gmtCreate":1690382932518,"gmtModify":1690382936459,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a>感谢今晚的小鹏","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a>感谢今晚的小鹏","text":"$小鹏汽车(XPEV)$ 感谢今晚的小鹏","images":[{"img":"https://static.tigerbbs.com/ced1aa9618d5755b33b370734abadb1a","width":"882","height":"1608"},{"img":"https://static.tigerbbs.com/f88a295e8420d1d4e515df5b8821839b","width":"882","height":"1608"},{"img":"https://static.tigerbbs.com/15ca7962eb9e6b0fe6af461f564f9b1c","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/202116732260360","isVote":1,"tweetType":1,"viewCount":6827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":659508348,"gmtCreate":1680107116285,"gmtModify":1680107117922,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"笑死，现在感觉木头姐真是个大韭菜","listText":"笑死，现在感觉木头姐真是个大韭菜","text":"笑死，现在感觉木头姐真是个大韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659508348","repostId":"2323203765","repostType":2,"repost":{"id":"2323203765","kind":"news","pubTimestamp":1680095969,"share":"https://www.laohu8.com/m/news/2323203765?lang=&edition=full","pubTime":"2023-03-29 21:19","market":"hk","language":"zh","title":"木头姐旗下基金“清仓式”减持小鹏汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2323203765","media":"智通财经","summary":"智通财经APP获悉，“木头姐”凯茜·伍德旗下方舟投资管理公司于3月28日通过ARK Autonomous Technology & Robotics ETF (ARKQ)出售了226,727股小鹏汽车(XPEV.US)股票，此前该公司在3月27日出售了128,222股小鹏汽车股票。目前，该基金仅持有9319股小鹏汽车股票，持仓占比0.01%。截至发稿，小鹏汽车盘前涨3.02%，报10.56美元，该股昨日收涨5.56%。","content":"<html><head></head><body><p>3月29日，“木头姐”凯茜·伍德旗下方舟投资管理公司于3月28日通过ARK Autonomous Technology & Robotics ETF (ARKQ)出售了226,727股<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>股票，此前该公司在3月27日出售了128,222股<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>股票。目前，该基金仅持有9319股小鹏汽车股票，持仓占比0.01%。</p><p>截至发稿，小鹏汽车盘前涨3.02%，报10.56美元，该股昨日收涨5.56%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d2f5b09bc7a726056e4f120b9353ec1\" tg-width=\"870\" tg-height=\"831\"/></p><p></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>木头姐旗下基金“清仓式”减持小鹏汽车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n木头姐旗下基金“清仓式”减持小鹏汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 21:19 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/901745.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月29日，“木头姐”凯茜·伍德旗下方舟投资管理公司于3月28日通过ARK Autonomous Technology & Robotics ETF (ARKQ)出售了226,727股小鹏汽车股票，此前该公司在3月27日出售了128,222股小鹏汽车股票。目前，该基金仅持有9319股小鹏汽车股票，持仓占比0.01%。截至发稿，小鹏汽车盘前涨3.02%，报10.56美元，该股昨日收涨5.56%。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/901745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/901745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323203765","content_text":"3月29日，“木头姐”凯茜·伍德旗下方舟投资管理公司于3月28日通过ARK Autonomous Technology & Robotics ETF (ARKQ)出售了226,727股小鹏汽车股票，此前该公司在3月27日出售了128,222股小鹏汽车股票。目前，该基金仅持有9319股小鹏汽车股票，持仓占比0.01%。截至发稿，小鹏汽车盘前涨3.02%，报10.56美元，该股昨日收涨5.56%。","news_type":1,"symbols_score_info":{"09868":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":4502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650289618,"gmtCreate":1679300206735,"gmtModify":1679301192489,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$ </a>空单平仓啦，之前一直认为瑞信还会跌，但没想到会来的这么快，上周三的空单，到上周五收盘的时候还跌了将近10%，没想到周末瑞银直接4折收购瑞信，今天一开盘直接盈利50%多平仓，虽然仓位很小，但是很爽","listText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$ </a>空单平仓啦，之前一直认为瑞信还会跌，但没想到会来的这么快，上周三的空单，到上周五收盘的时候还跌了将近10%，没想到周末瑞银直接4折收购瑞信，今天一开盘直接盈利50%多平仓，虽然仓位很小，但是很爽","text":"$瑞士信贷(CS)$ 空单平仓啦，之前一直认为瑞信还会跌，但没想到会来的这么快，上周三的空单，到上周五收盘的时候还跌了将近10%，没想到周末瑞银直接4折收购瑞信，今天一开盘直接盈利50%多平仓，虽然仓位很小，但是很爽","images":[{"img":"https://static.tigerbbs.com/e4f255479b7c36d7b6065b48eac4c1c6","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650289618","isVote":1,"tweetType":1,"viewCount":6933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542163055568658","authorId":"3542163055568658","name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","crmLevel":8,"crmLevelSwitch":1,"idStr":"3542163055568658","authorIdStr":"3542163055568658"},"content":"有时间和我一起线上分享不？","text":"有时间和我一起线上分享不？","html":"有时间和我一起线上分享不？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626328882,"gmtCreate":1673851848446,"gmtModify":1673851849753,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$ </a>原来启牛学堂就是这家公司旗下的，隔三差五的就给我打骚扰电话","listText":"<a href=\"https://laohu8.com/S/QSG\">$量子之歌(QSG)$ </a>原来启牛学堂就是这家公司旗下的，隔三差五的就给我打骚扰电话","text":"$量子之歌(QSG)$ 原来启牛学堂就是这家公司旗下的，隔三差五的就给我打骚扰电话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626328882","isVote":1,"tweetType":1,"viewCount":6184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620516833,"gmtCreate":1669829982722,"gmtModify":1669829983671,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a>持续逼空，打爆空头","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a>持续逼空，打爆空头","text":"$小鹏汽车(XPEV)$ 持续逼空，打爆空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620516833","isVote":1,"tweetType":1,"viewCount":4827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188149586,"gmtCreate":1623425616445,"gmtModify":1623425616445,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"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/188149586","repostId":"183362038","repostType":1,"repost":{"id":183362038,"gmtCreate":1623309076921,"gmtModify":1623310151099,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"您有一份【粽子礼盒】尚未领取！速来啦~！","htmlText":"马上就到端午节啦~！ 小话提前祝大家节日快乐了！ 每逢佳节，小话最惦记的就是亲爱的虎友们啦~！ 这次毫无意外，我又去虎娘家里给大家运来了一大批礼物，Duang~Duang~Duang~ 就是精美的7周年粽子礼盒：废话不多说啦~！ 只要三连：评论+转发+点赞！ 就有机会获得一份【粽子礼盒】喔！ 赶快在评论区发表的你的祝福吧！！！[比心] <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"马上就到端午节啦~！ 小话提前祝大家节日快乐了！ 每逢佳节，小话最惦记的就是亲爱的虎友们啦~！ 这次毫无意外，我又去虎娘家里给大家运来了一大批礼物，Duang~Duang~Duang~ 就是精美的7周年粽子礼盒：废话不多说啦~！ 只要三连：评论+转发+点赞！ 就有机会获得一份【粽子礼盒】喔！ 赶快在评论区发表的你的祝福吧！！！[比心] <a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"马上就到端午节啦~！ 小话提前祝大家节日快乐了！ 每逢佳节，小话最惦记的就是亲爱的虎友们啦~！ 这次毫无意外，我又去虎娘家里给大家运来了一大批礼物，Duang~Duang~Duang~ 就是精美的7周年粽子礼盒：废话不多说啦~！ 只要三连：评论+转发+点赞！ 就有机会获得一份【粽子礼盒】喔！ 赶快在评论区发表的你的祝福吧！！！[比心] $老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/75a61293b689b2cd90fa701c2dc6d7b4","width":"2602","height":"1952"},{"img":"https://static.tigerbbs.com/e975839894e4279fa5a2f76186e4fd2f","width":"2987","height":"2240"},{"img":"https://static.tigerbbs.com/502dcddbd6c224d942e9f24e48ca77a9","width":"600","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183362038","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181784719,"gmtCreate":1623411968731,"gmtModify":1623411968731,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181784719","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://www.laohu8.com/m/news/1156453091?lang=&edition=full","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181785194,"gmtCreate":1623411930218,"gmtModify":1623411930218,"author":{"id":"3505176125011816","authorId":"3505176125011816","name":"跟着心走","avatar":"https://static.tigerbbs.com/c4984c95deced17b9b800f9dd30a52a7","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505176125011816","authorIdStr":"3505176125011816"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181785194","repostId":"1140839418","repostType":4,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://www.laohu8.com/m/news/1140839418?lang=&edition=full","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一张图读懂滴滴招股书：遍布15国，日均单量4100万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间 <a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":4375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}