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溜达溜达出来转一转
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溜达溜达出来转一转
溜达溜达出来转一转
·
10-23
看好日本经济个日本股市，或许仅次于美国
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272
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1
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溜达溜达出来转一转
溜达溜达出来转一转
·
10-23
美债利息高，你说要破产还不上债的利息，利率低了，你又这死出，恶不恶心 [开心] [开心] [开心] [开心]
敏感时刻，明晚美国CPI“姗姗来迟”
周五美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究报告，预计9月核心CPI环比上涨0.25%，同比涨幅3.05%。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。
敏感时刻，明晚美国CPI“姗姗来迟”
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1
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溜达溜达出来转一转
溜达溜达出来转一转
·
09-16
$甲骨文(ORCL)$
目标400，长期600
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698
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1
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溜达溜达出来转一转
溜达溜达出来转一转
·
08-29
$Rigetti Computing(RGTI)$
终于见钱了
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1,338
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1
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1
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溜达溜达出来转一转
溜达溜达出来转一转
·
03-12
$D-Wave Quantum Inc.(QBTS)$
啥原因停牌啊？什么情况？
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1,073
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3
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溜达溜达出来转一转
溜达溜达出来转一转
·
02-13
$Rocket Lab USA, Inc.(RKLB)$
这火箭公司股价咋软的不行
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溜达溜达出来转一转
溜达溜达出来转一转
·
01-29
$英伟达(NVDA)$
疲软的像面条一样[流泪] [流泪]
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溜达溜达出来转一转
溜达溜达出来转一转
·
01-13
用嘴看多，用腿那就另说了[开心] [开心] [开心]
高盛坚持看多：中国股市2025年将上涨20%
建议继续超配A股和离岸中资股。
高盛坚持看多：中国股市2025年将上涨20%
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溜达溜达出来转一转
溜达溜达出来转一转
·
01-08
$英伟达(NVDA)$
市场诡异的平静啊，估计开盘又是血雨腥风[无语] [无语] [无语]
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溜达溜达出来转一转
溜达溜达出来转一转
·
01-08
也可能把利空在川普上台前都出尽，这样他上台后会比较平稳，增长空间也更大，或许这种政绩他就可以算到自己头上[开心]
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[开心] [开心] [开心] [开心] ","listText":"美债利息高，你说要破产还不上债的利息，利率低了，你又这死出，恶不恶心 [开心] [开心] [开心] [开心] ","text":"美债利息高，你说要破产还不上债的利息，利率低了，你又这死出，恶不恶心 [开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492221571580112","repostId":"2577341510","repostType":2,"repost":{"id":"2577341510","kind":"news","pubTimestamp":1761190657,"share":"https://www.laohu8.com/m/news/2577341510?lang=&edition=full","pubTime":"2025-10-23 11:37","market":"us","language":"zh","title":"敏感时刻，明晚美国CPI“姗姗来迟”","url":"https://stock-news.laohu8.com/highlight/detail?id=2577341510","media":"华尔街见闻","summary":"周五美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究报告，预计9月核心CPI环比上涨0.25%，同比涨幅3.05%。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。","content":"<html><head></head><body><blockquote><p>周五美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究报告，预计9月核心CPI环比上涨0.25%，同比涨幅3.05%。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。</p></blockquote><p>投资者在数据真空期中焦虑等待本周五迟到的9月CPI通胀报告，这将是当前唯一可获得的关键经济数据。</p><p>周五，美国劳工统计局即将公布延期的9月CPI数据。据<a href=\"https://laohu8.com/S/GS\">高盛</a>此前研究报告，<strong>预计9月CPI环比上涨0.33%，同比涨幅达3.02%，核心CPI环比上涨0.25%，同比涨幅3.05%</strong>。</p><p>此前华尔街见闻提及，美国劳工部原本根据关门应急计划暂停了CPI报告的相关工作，但美国社会保障局需要第三季度的CPI数据，用于在11月1日之前计算并公布年度生活成本调整（COLA）。</p><p>在常规经济数据真空期，美国国债收益率本月持续下跌。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。</p><h2 id=\"id_160260357\">数据真空中的市场焦虑</h2><p>自10月1日以来持续的美国政府停摆令投资者陷入数据荒。</p><p>Catrambone在周三的电话采访中表示：</p><blockquote><p>在缺乏市场习惯参考的硬数据情况下，市场处于紧张状态，这些数据原本能提供美国经济方向的一些图景。</p></blockquote><p>美国劳工统计局原计划在10月初发布涵盖9月的美国就业报告，但因政府停摆而未能发布。<strong>持续的停摆还意味着美国政府工作人员无法收集下月涵盖10月的就业报告所需的新信息。</strong></p><p>Catrambone说：</p><blockquote><p>我们没有像往常那样获得定期的数据发布，周五的CPI数据会有所帮助，但它实际上只是拼图的一部分。</p></blockquote><h2 id=\"id_887911580\">通胀数据或引发收益率波动</h2><p>Catrambone警告称，如果CPI数据表现强劲，可能导致债市长端收益率小幅回升。</p><p>10年期美债收益率今年迄今已经下跌，近期的下降反映了"避险情绪"，部分与地区银行出现的信贷担忧有关。</p><p><strong>Catrambone认为，如果10年期美债收益率跌破3.75%，将表明投资者开始质疑美国经济能否实现"软着陆"。</strong></p><p>BMO美国利率策略主管Ian Lyngen在周三的报告中指出，<strong>10年期和30年期国债收益率在第四季度有进一步下行空间</strong>。Lyngen表示：</p><blockquote><p>美国利率市场继续维持近期债券看涨走势，显示出强劲的潜在买盘。<strong>不断增加的经济不确定性强化了在当前水平增加久期敞口的理由。</strong></p></blockquote><p>高盛经济学家在10月18日的研报中预计，周五CPI报告将显示9月通胀环比上涨0.33%，同比增速为3.02%。他们<strong>预测核心通胀环比上涨0.25%，同比增长3.05%</strong>。</p></body></html>","source":"wallstreetcn_hot_news","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>敏感时刻，明晚美国CPI“姗姗来迟”</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敏感时刻，明晚美国CPI“姗姗来迟”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-23 11:37 北京时间 <a href=https://wallstreetcn.com/articles/3757689><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究报告，预计9月核心CPI环比上涨0.25%，同比涨幅3.05%。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。投资者在数据真空期中焦虑等待本周五迟到的9月CPI通胀报告，这将是当前唯一可获得的关键经济数据。周五，美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757689\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dae2f34df9deb67b10fcf0854116e9a9","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3757689","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577341510","content_text":"周五美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究报告，预计9月核心CPI环比上涨0.25%，同比涨幅3.05%。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。投资者在数据真空期中焦虑等待本周五迟到的9月CPI通胀报告，这将是当前唯一可获得的关键经济数据。周五，美国劳工统计局即将公布延期的9月CPI数据。据高盛此前研究报告，预计9月CPI环比上涨0.33%，同比涨幅达3.02%，核心CPI环比上涨0.25%，同比涨幅3.05%。此前华尔街见闻提及，美国劳工部原本根据关门应急计划暂停了CPI报告的相关工作，但美国社会保障局需要第三季度的CPI数据，用于在11月1日之前计算并公布年度生活成本调整（COLA）。在常规经济数据真空期，美国国债收益率本月持续下跌。DWS集团固定收益主管George Catrambone警告称，若CPI数据超预期走高，长期利率可能面临上行压力。数据真空中的市场焦虑自10月1日以来持续的美国政府停摆令投资者陷入数据荒。Catrambone在周三的电话采访中表示：在缺乏市场习惯参考的硬数据情况下，市场处于紧张状态，这些数据原本能提供美国经济方向的一些图景。美国劳工统计局原计划在10月初发布涵盖9月的美国就业报告，但因政府停摆而未能发布。持续的停摆还意味着美国政府工作人员无法收集下月涵盖10月的就业报告所需的新信息。Catrambone说：我们没有像往常那样获得定期的数据发布，周五的CPI数据会有所帮助，但它实际上只是拼图的一部分。通胀数据或引发收益率波动Catrambone警告称，如果CPI数据表现强劲，可能导致债市长端收益率小幅回升。10年期美债收益率今年迄今已经下跌，近期的下降反映了\"避险情绪\"，部分与地区银行出现的信贷担忧有关。Catrambone认为，如果10年期美债收益率跌破3.75%，将表明投资者开始质疑美国经济能否实现\"软着陆\"。BMO美国利率策略主管Ian 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392134750531712","repostId":"1155570991","repostType":2,"repost":{"id":"1155570991","kind":"news","pubTimestamp":1736754729,"share":"https://www.laohu8.com/m/news/1155570991?lang=&edition=full","pubTime":"2025-01-13 15:52","market":"hk","language":"zh","title":"高盛坚持看多：中国股市2025年将上涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155570991","media":"智通财经网","summary":"建议继续超配A股和离岸中资股。","content":"<html><head></head><body><p>尽管开年以来中国股市表现不佳，但高盛策略师仍坚持看多中国股市。<strong>高盛中国股票首席策略师Kinger Lau及其团队在一份研报中预计，MSCI中国指数和沪深300指数到2025年底将上涨20%左右。</strong></p><p style=\"text-align: justify;\">高盛策略师表示，基于可观的风险回报，建议继续超配A股和离岸中资股。策略师补充称：“由于关税和政策更加清晰，市场情绪和流动性背景可能在2025年第一季度末开始改善。”</p><p style=\"text-align: justify;\">值得一提的是，早在去年11月，高盛就曾预测，随着中国政府加大力度刺激经济，未来12个月中国股市可能上涨20%左右。不过，2025年来中国股市表现并不尽如人意。沪深300指数在2025年的前七个交易日累计下跌超过5%，是自2016年以来的最差开年表现。</p><p style=\"text-align: justify;\">高盛策略师建议投资者买入新兴市场出口商，以及精选的科技和基础设施类股。与此同时，高盛策略师认为，股东回报“将在创纪录的现金分配和不断下降的国内利率的推动下持续占据优势”。此外，高盛策略师还维持对中国在线零售、媒体和医疗保健类股的“增持”评级，同时将消费者服务类股上调至“增持”评级。</p><p style=\"text-align: justify;\">除了高盛之外，汇丰控股同样对中国股市持乐观态度。汇丰控股上周表示，鉴于中国“有利的政策言论”和更好的经济增长前景，该公司看好在香港上市的中国股票。</p><p style=\"text-align: justify;\">汇丰银行策略师Herald van der Linde和Prerna Garg等人在一份报告中写道，恒生中国企业指数在2025年可能上涨21%。他们将恒生中国企业指数的年末预期从之前的8610点上调至8800点。</p><p style=\"text-align: justify;\">汇丰银行策略师表示，利率下调以及促进旅游业发展等举措，将为香港股市提供支撑。 他们说：“中国的经济前景有所改善，最近政策基调的转变肯定了稳定经济的决心。这对A股市场来说是个好兆头，我们认为香港市场将是一个长期受益者。”</p></body></html>","source":"highlight_zhitongcaijin","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\" 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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高盛坚持看多：中国股市2025年将上涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-13 15:52 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1236647.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管开年以来中国股市表现不佳，但高盛策略师仍坚持看多中国股市。高盛中国股票首席策略师Kinger Lau及其团队在一份研报中预计，MSCI中国指数和沪深300指数到2025年底将上涨20%左右。高盛策略师表示，基于可观的风险回报，建议继续超配A股和离岸中资股。策略师补充称：“由于关税和政策更加清晰，市场情绪和流动性背景可能在2025年第一季度末开始改善。”值得一提的是，早在去年11月，高盛就曾预测...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1236647.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/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://www.zhitongcaijing.com/content/detail/1236647.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1155570991","content_text":"尽管开年以来中国股市表现不佳，但高盛策略师仍坚持看多中国股市。高盛中国股票首席策略师Kinger Lau及其团队在一份研报中预计，MSCI中国指数和沪深300指数到2025年底将上涨20%左右。高盛策略师表示，基于可观的风险回报，建议继续超配A股和离岸中资股。策略师补充称：“由于关税和政策更加清晰，市场情绪和流动性背景可能在2025年第一季度末开始改善。”值得一提的是，早在去年11月，高盛就曾预测，随着中国政府加大力度刺激经济，未来12个月中国股市可能上涨20%左右。不过，2025年来中国股市表现并不尽如人意。沪深300指数在2025年的前七个交易日累计下跌超过5%，是自2016年以来的最差开年表现。高盛策略师建议投资者买入新兴市场出口商，以及精选的科技和基础设施类股。与此同时，高盛策略师认为，股东回报“将在创纪录的现金分配和不断下降的国内利率的推动下持续占据优势”。此外，高盛策略师还维持对中国在线零售、媒体和医疗保健类股的“增持”评级，同时将消费者服务类股上调至“增持”评级。除了高盛之外，汇丰控股同样对中国股市持乐观态度。汇丰控股上周表示，鉴于中国“有利的政策言论”和更好的经济增长前景，该公司看好在香港上市的中国股票。汇丰银行策略师Herald van der Linde和Prerna Garg等人在一份报告中写道，恒生中国企业指数在2025年可能上涨21%。他们将恒生中国企业指数的年末预期从之前的8610点上调至8800点。汇丰银行策略师表示，利率下调以及促进旅游业发展等举措，将为香港股市提供支撑。 他们说：“中国的经济前景有所改善，最近政策基调的转变肯定了稳定经济的决心。这对A股市场来说是个好兆头，我们认为香港市场将是一个长期受益者。”","news_type":1,"symbols_score_info":{"000001.SH":1.1,"HSI":1.1}},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390462604173568,"gmtCreate":1736346293018,"gmtModify":1736347051235,"author":{"id":"3521542758448301","authorId":"3521542758448301","name":"溜达溜达出来转一转","avatar":"https://static.tigerbbs.com/f6f9318644320c81b0655f0810acc70c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521542758448301","authorIdStr":"3521542758448301"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 市场诡异的平静啊，估计开盘又是血雨腥风[无语] [无语] [无语] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 市场诡异的平静啊，估计开盘又是血雨腥风[无语] [无语] [无语] ","text":"$英伟达(NVDA)$ 市场诡异的平静啊，估计开盘又是血雨腥风[无语] [无语] [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390462604173568","isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390462006652976,"gmtCreate":1736346030809,"gmtModify":1736346032989,"author":{"id":"3521542758448301","authorId":"3521542758448301","name":"溜达溜达出来转一转","avatar":"https://static.tigerbbs.com/f6f9318644320c81b0655f0810acc70c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521542758448301","authorIdStr":"3521542758448301"},"themes":[],"htmlText":"也可能把利空在川普上台前都出尽，这样他上台后会比较平稳，增长空间也更大，或许这种政绩他就可以算到自己头上[开心]","listText":"也可能把利空在川普上台前都出尽，这样他上台后会比较平稳，增长空间也更大，或许这种政绩他就可以算到自己头上[开心]","text":"也可能把利空在川普上台前都出尽，这样他上台后会比较平稳，增长空间也更大，或许这种政绩他就可以算到自己头上[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390462006652976","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}