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- 行走速度行走速度
  ·2025-03-31
  主观预期飙升，实际生活中油价大幅下跌，到底咋回事
  美股最大的空头：密歇根大学
  自特朗普当选总统以来，过去6次密歇根大学通胀预期调查结果发布时，市场的反应都一样，美股出现了6次下跌。
  美股最大的空头：密歇根大学
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- 行走速度行走速度
  ·2024-12-03
  说说你对这篇新闻的看法...
  非常抱歉，此主贴已删除
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- 行走速度行走速度
  ·2024-12-03
  民左就是剥削做贡献的人，转移到没有贡献的人瓜分之。
  非常抱歉，此主贴已删除
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07:22","market":"us","language":"zh","title":"美股最大的空头：密歇根大学","url":"https://stock-news.laohu8.com/highlight/detail?id=2523663092","media":"华尔街见闻","summary":"自特朗普当选总统以来，过去6次密歇根大学通胀预期调查结果发布时，市场的反应都一样，美股出现了6次下跌。","content":"<html><head></head><body><blockquote><p>自特朗普当选总统以来，过去6次密歇根大学通胀预期调查结果发布时，市场的反应都一样，美股出现了6次下跌。</p></blockquote><p style=\"text-align: justify;\">美股遭遇“黑色星期五”，三大股指全线走低，其中纳指跌2.7%领跌，公用事业板块成为唯一收涨的板块。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d19e93f7cd421037269978e2137d28ea\" tg-width=\"744\" tg-height=\"486\"/></p><p style=\"text-align: justify;\">美股重挫背后的“罪魁祸首”是密歇根大学。</p><p style=\"text-align: justify;\">受关税威胁冲击，美国3月密歇根大学短期通胀预期飙升至4.9%，长期通胀预期也升至1993年以来最高，同时消费者信心创逾两年新低。</p><p style=\"text-align: justify;\">自从特朗普当选以来，“硬数据”——即实际的经济数值——一直保持稳定。然而，在过去的三个月中，美国通胀“软数据”（基于调查和市场的通胀预期指标）急剧恶化，密歇根大学的消费者情绪调查是这种软数据暴跌的主要驱动力之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e326e8eade572d6aa9ae60f80ce7755\" tg-width=\"937\" tg-height=\"650\"/></p><p style=\"text-align: justify;\"><strong>值得一提的是，不仅仅是本次，自特朗普当选总统以来，过去6次密歇根大学调查结果发布时，市场的反应都一样，美股出现了6次抛售。</strong></p><p style=\"text-align: justify;\">最近几次的密歇根消费者调查表明，美国通胀预期已突破近年来的区间波动。此前相当长时间，密歇根5年通胀预期大体在2.9%-3.1%的窄幅波动区间。2022年6月美国通胀处于本轮峰值之际，该通胀预期初值一度达到3.3%，创下2008年以来的最高，而最新的长期通胀预期已显著高于疫情后的峰值水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62f446ba065361544eb4228392c622ad\" tg-width=\"822\" tg-height=\"709\"/></p><p style=\"text-align: justify;\">对于密歇根大学消费者长期通胀预期的飙升，此前美联储主席鲍威尔称，该通胀预期数据属于异常值。</p><p style=\"text-align: justify;\">不过本周有几名票委“唱反调”，认为调查类的通胀预期数据应高度关注。鸽派票委、芝加哥联储主席表示，如果市场通胀预期也走高，将是“重大危险信号”。</p><p style=\"text-align: justify;\">高盛则直言不讳地指出，投资者可以忽略密歇根大学的通胀预期数据。与其他调查相比，密歇根大学的调查在设计上存在诸多局限性。该调查的三个主要问题是：</p><blockquote><ul style=\"\"><li><p>通胀预期高度党派化：调查中的通胀预期已经变得极端党派化。</p></li><li><p>民主党人占比过高：参与密歇根大学调查的受访者中，民主党人的比例一直高于共和党人。</p></li><li><p>调查方式改变：从电话调查转向在线调查导致了对通胀预期的更极端的回答。</p></li></ul></blockquote><p style=\"text-align: justify;\">高盛认为，这些因素共同推动密歇根大学的短期通胀预期约1.3个百分点，长期通胀预期约0.5个百分点。特别是党派构成变化和党派立场加剧，在2月导致一年期通胀预期大幅上升了1个百分点。</p><p style=\"text-align: justify;\"><strong>展望未来，投资者需要密切关注即将于4月11日和25日公布的密歇根大学调查数据，这可能会引发新一轮的市场波动。</strong></p><p style=\"text-align: justify;\">随着4月2日关税日来临，这一次的情况会有所不同吗？市场会反弹吗？据央视新闻，美国总统特朗普此前在国会联席会议上发表讲话时重申，将于4月2日开始征收对等关税。目前欧洲已经提出了让步，计划制定“让步清单”，而印度、英国也发出来示好信号，加拿大尚未发出相关信号。</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>美股最大的空头：密歇根大学</title>\n<style 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}\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美股最大的空头：密歇根大学\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-30 07:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3744193><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自特朗普当选总统以来，过去6次密歇根大学通胀预期调查结果发布时，市场的反应都一样，美股出现了6次下跌。美股遭遇“黑色星期五”，三大股指全线走低，其中纳指跌2.7%领跌，公用事业板块成为唯一收涨的板块。美股重挫背后的“罪魁祸首”是密歇根大学。受关税威胁冲击，美国3月密歇根大学短期通胀预期飙升至4.9%，长期通胀预期也升至1993年以来最高，同时消费者信心创逾两年新低。自从特朗普当选以来，“硬数据”—...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3744193\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3cd37284d0b881857f632154756e4de3","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3744193","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2523663092","content_text":"自特朗普当选总统以来，过去6次密歇根大学通胀预期调查结果发布时，市场的反应都一样，美股出现了6次下跌。美股遭遇“黑色星期五”，三大股指全线走低，其中纳指跌2.7%领跌，公用事业板块成为唯一收涨的板块。美股重挫背后的“罪魁祸首”是密歇根大学。受关税威胁冲击，美国3月密歇根大学短期通胀预期飙升至4.9%，长期通胀预期也升至1993年以来最高，同时消费者信心创逾两年新低。自从特朗普当选以来，“硬数据”——即实际的经济数值——一直保持稳定。然而，在过去的三个月中，美国通胀“软数据”（基于调查和市场的通胀预期指标）急剧恶化，密歇根大学的消费者情绪调查是这种软数据暴跌的主要驱动力之一。值得一提的是，不仅仅是本次，自特朗普当选总统以来，过去6次密歇根大学调查结果发布时，市场的反应都一样，美股出现了6次抛售。最近几次的密歇根消费者调查表明，美国通胀预期已突破近年来的区间波动。此前相当长时间，密歇根5年通胀预期大体在2.9%-3.1%的窄幅波动区间。2022年6月美国通胀处于本轮峰值之际，该通胀预期初值一度达到3.3%，创下2008年以来的最高，而最新的长期通胀预期已显著高于疫情后的峰值水平。对于密歇根大学消费者长期通胀预期的飙升，此前美联储主席鲍威尔称，该通胀预期数据属于异常值。不过本周有几名票委“唱反调”，认为调查类的通胀预期数据应高度关注。鸽派票委、芝加哥联储主席表示，如果市场通胀预期也走高，将是“重大危险信号”。高盛则直言不讳地指出，投资者可以忽略密歇根大学的通胀预期数据。与其他调查相比，密歇根大学的调查在设计上存在诸多局限性。该调查的三个主要问题是：通胀预期高度党派化：调查中的通胀预期已经变得极端党派化。民主党人占比过高：参与密歇根大学调查的受访者中，民主党人的比例一直高于共和党人。调查方式改变：从电话调查转向在线调查导致了对通胀预期的更极端的回答。高盛认为，这些因素共同推动密歇根大学的短期通胀预期约1.3个百分点，长期通胀预期约0.5个百分点。特别是党派构成变化和党派立场加剧，在2月导致一年期通胀预期大幅上升了1个百分点。展望未来，投资者需要密切关注即将于4月11日和25日公布的密歇根大学调查数据，这可能会引发新一轮的市场波动。随着4月2日关税日来临，这一次的情况会有所不同吗？市场会反弹吗？据央视新闻，美国总统特朗普此前在国会联席会议上发表讲话时重申，将于4月2日开始征收对等关税。目前欧洲已经提出了让步，计划制定“让步清单”，而印度、英国也发出来示好信号，加拿大尚未发出相关信号。","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377691551711616,"gmtCreate":1733240104535,"gmtModify":1733240218987,"author":{"id":"3541539072678932","authorId":"3541539072678932","name":"行走速度","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541539072678932","idStr":"3541539072678932"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377691551711616","repostId":"2488693392","repostType":2,"isVote":1,"tweetType":1,"viewCount":2146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377665591505328,"gmtCreate":1733240095294,"gmtModify":1733240216670,"author":{"id":"3541539072678932","authorId":"3541539072678932","name":"行走速度","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3541539072678932","idStr":"3541539072678932"},"themes":[],"htmlText":"民左就是剥削做贡献的人，转移到没有贡献的人瓜分之。","listText":"民左就是剥削做贡献的人，转移到没有贡献的人瓜分之。","text":"民左就是剥削做贡献的人，转移到没有贡献的人瓜分之。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377665591505328","repostId":"2488693392","repostType":2,"isVote":1,"tweetType":1,"viewCount":1857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}