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- 眞虎眞虎
  ·10-29
  利好
  今夜，美联储祭出“降息+停止缩表”组合拳？
  市场普遍预期，为应对就业市场下行风险，降息25个基点几乎已是板上钉钉。与此同时，由于近期货币市场出现流动性紧张的迹象，美联储或宣布停止缩表计划。由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引，高盛认为12月仍可能再次降息。
  今夜，美联储祭出“降息+停止缩表”组合拳？
  96 评论
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- 眞虎眞虎
  ·10-20
  已经严重偏离均值，但这种妖股继续往上窜也不稀奇
  纳微半导体大涨超18%，积极推进新能源汽车电源系统创新
  在新能源汽车电源系统中的创新应用。
  纳微半导体大涨超18%，积极推进新能源汽车电源系统创新
  139 评论
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- 眞虎眞虎
  ·08-09
  $CleanSpark, Inc.(CLSK)$ 废物
  520 评论
  2
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- 眞虎眞虎
  ·05-24
  $CleanSpark, Inc.(CLSK)$ 这股的打法跟缅a差不多了
  914 评论
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- 眞虎眞虎
  ·2024-07-04
  空死蔚来它丫的
  欧盟对华电动车临时关税将落地，4个月后做出最终决定
  成员国将在官方通报发布后14天内，以书面程序对临时措施进行表决。
  欧盟对华电动车临时关税将落地，4个月后做出最终决定
  3,501 评论
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- 眞虎眞虎
  ·2024-04-05
  $特斯拉(TSLA)$ 服了
  3,817 2
  3
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- 眞虎眞虎
  ·2023-09-01
  发生什么了
  提醒：香港交易所取消今日全天的交易，因八号风球仍然生效
  9月1日，香港交易所取消今日全天的交易，因八号风球仍然生效。
  提醒：香港交易所取消今日全天的交易，因八号风球仍然生效
  2,057 评论
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- 眞虎眞虎
  ·2021-10-26
  $阿里巴巴(BABA)$啥时候能重回200啊
  6,391 5
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- 眞虎眞虎
  ·2021-07-26
  震惊
  非常抱歉，此主贴已删除
  4,661 评论
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- 眞虎眞虎
  ·2021-07-26
  为啥科技股跌呢
  非常抱歉，此主贴已删除
  5,119 1
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16:37","market":"sh","language":"zh","title":"今夜，美联储祭出“降息+停止缩表”组合拳？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579922551","media":"华尔街见闻","summary":"市场普遍预期，为应对就业市场下行风险，降息25个基点几乎已是板上钉钉。与此同时，由于近期货币市场出现流动性紧张的迹象，美联储或宣布停止缩表计划。由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引，高盛认为12月仍可能再次降息。","content":"<html><head></head><body><blockquote><p>市场普遍预期，为应对就业市场下行风险，降息25个基点几乎已是板上钉钉。与此同时，由于近期货币市场出现流动性紧张的迹象，美联储或宣布停止缩表计划。由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引，高盛认为12月仍可能再次降息。</p></blockquote><p>在美国政府停摆导致关键经济数据缺失的“迷雾”中，美联储或将做出本年度又一关键利率决定。市场普遍预计，FOMC将再次降息，并可能同时宣布结束其资产负债表缩减计划，以应对劳动力市场风险及货币市场的流动性压力。</p><p>北京时间周四凌晨2:00，美联储FOMC将公布利率决议，随后2:30美联储主席鲍威尔将在新闻发布会发表讲话。根据货币市场定价和路透社的调查，降息25个基点几乎已是板上钉钉。这一预期中的行动，主要源于决策者对就业市场下行风险的日益担忧，尽管通胀压力依然存在。</p><p>与此同时，由于近期货币市场出现流动性紧张的迹象，包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在内的大多数主要银行预计，美联储将在此次会议上宣布停止其资产负债表缩减计划。此举旨在稳定金融体系，避免重现2019年的回购市场风波。</p><p>然而，由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引。Standard Chartered驻北美宏观策略主管Steven Englander表示，自9月以来&#34;改变观点的基础并不多&#34;，当时决策者暗示10月和12月可能各降息25个基点。高盛经济学家认为，美联储在12月降息的门槛很高，除非替代数据给出充分理由，而目前数据并未提供这样的信号。</p><h2 id=\"id_3744220891\">降息25个基点几成定局</h2><p>美联储此次降息决定主要基于对劳动力市场风险的持续关注。鲍威尔本月早些时候表示，联邦公开市场委员会仍专注于劳动力市场面临的威胁。尽管核心CPI同比上涨3%，较目标高出整整一个百分点，但上周公布的通胀报告温和，可能让美联储的通胀鹰派暂时保持观望。</p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI全球政策和央行策略主管Krishna Guha表示：&#34;劳动力数据在辩论中继续发挥更大作用。&#34;只要官员们对通胀预期以及工资和服务价格压力水平感到放心，鲍威尔就可以继续关注就业，&#34;将美联储政策立场回归中性&#34;。</p><p><strong>联邦基金期货显示，投资者认为25个基点的降息几乎板上钉钉。但降息的高可能性并不意味着决策者在如何看待利率前景上达成一致。相当一部分官员在承认就业市场风险的同时，继续对通胀表达担忧。一些官员还指出，经济中某些领域如服务业的价格涨幅依然顽固，这些领域受关税影响较小。</strong></p><p>美联储理事Miran预计将再次投票支持降息50个基点。在最近的讲话中，他指出25个基点的步伐太慢，但他认为没有必要以超过50个基点的幅度行动。堪萨斯城联储主席Jeff Schmid被视为可能投反对票支持维持利率不变。</p><h2 id=\"id_2152189971\">FOMC成员分歧加大，劳动力市场成焦点</h2><p>尽管降息本身悬念不大，但FOMC内部的分歧正日益加剧，而焦点正从通胀转向劳动力市场。</p><p><strong>对就业的担忧正在加剧,<a href=\"https://laohu8.com/S/ING\">荷兰国际</a>集团（ING）的分析师警告称，美国经济正处于“低招聘、低解雇”的状态，但存在演变为“不招聘、要解雇”的明确风险。若此情况发生，将危及美联储“最大化就业”的核心目标。FOMC九月的会议纪要也显示，多数与会者认为就业的下行风险已经增加。</strong></p><p>尽管美联储官员认为就业市场在劳动力需求和供应之间大致保持平衡，但他们也担心企业可能会进一步削减招聘或诉诸裁员。这一风险因<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>最近宣布裁员和各州失业救济申请增加而凸显。州就业机构仍在收集和公布每周失业救济申请数据，为劳动力市场健康状况提供了一个晴雨表。</p><p>此外，政策制定者之间的分歧可能在此次会议上进一步显现。预计将有委员投下反对票，例如理事Miran近期已表态支持更大幅度的50基点降息。同时，部分更担忧通胀的鹰派委员可能倾向于维持利率不变。这种分歧反映了委员会内部对优先处理就业风险还是通胀风险的持续辩论。</p><h2 id=\"id_1395042840\">流动性收紧或促使美联储停止缩表</h2><p>除了降息，本次会议的另一大看点是美联储是否会宣布停止其资产负债表缩减计划。<strong>包括高盛、摩根大通在内的多数华尔街大行预计，由于近期货币市场出现流动性紧张迹象，FOMC将采取行动。</strong></p><p>近期，有担保隔夜融资利率（SOFR）短暂突破联邦基金利率目标区间的上限，纽约联储的隔夜逆回购工具需求大幅下降，而正回购工具的使用量则有所增加。这些信号表明，银行系统的准备金水平可能正在逼近“充足”水平的下限，引发了市场对2019年回购市场危机的担忧。</p><p>为避免流动性过度枯竭，分析师预计美联储将宣布停止每月50亿美元的国债缩表，但可能会继续允许抵押贷款支持证券（MBS）被动到期。不过，这一决定可能也会面临内部分歧，理事Bowman等官员此前曾表示，倾向于维持尽可能小的资产负债表规模。</p><p>目前美联储每月允许50亿美元到期国债和350亿美元抵押贷款支持证券(MBS)从资产负债表中流出。美联储可能会继续允许MBS从资产负债表中流出，但开始将所有到期国债进行再投资，而不是允许50亿美元退出资产负债表。</p><h2 id=\"id_44125091\">数据“黑箱”下，鲍威尔难给明确指引</h2><p>由于政府停摆导致官方数据缺失，市场预计鲍威尔在新闻发布会上将避免就12月的政策路径给出明确的前瞻性指引。缺乏可靠的就业和通胀数据，使得美联储做出判断的难度加大。</p><p>高盛经济学家认为，鲍威尔若被问及12月的行动，他可能会重申9月会议“点阵图”所暗示的路径，即年内还有一次降息。</p><p><strong>高盛维持12月降息的可能性判断，主要基于三个原因：</strong> 第一，9月的“点阵图”已将第三次降息设为基准情形，且市场已完全定价。 第二，美联储倾向于完成“三连降”的政策周期。 第三，到12月会议时，即将公布的劳动力市场数据可能因政府停摆而失真或不完整，难以发出“警报解除”的明确信号，这使得跳过一次已被市场充分预期的降息显得尴尬。</p><p>高盛指出，更广泛的数据集显示，劳动力市场处于明显弱于疫情前的状态。即将公布的DOGE延期辞职可能导致10月就业报告为负，并对11月数据产生一定拖累。即使这已是旧闻，在不久后跳过已经发出信号的降息也会显得尤为尴尬。此外，政府停摆干扰了10月数据收集，可能在一定程度上也会干扰11月数据收集，这可能导致失真或数据缺失，使12月前可获得的劳动力市场数据信号不那么可靠。</p><p>总体而言，在数据真空期，美联储只能“摸着石头过河”。投资者将密切关注鲍威尔对当前经济状况的描述，以及他对劳动力市场风险和政策路径的任何微妙暗示，以判断在可见的未来，宽松政策的基调是否会持续。</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>今夜，美联储祭出“降息+停止缩表”组合拳？</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今夜，美联储祭出“降息+停止缩表”组合拳？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-29 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3758161><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场普遍预期，为应对就业市场下行风险，降息25个基点几乎已是板上钉钉。与此同时，由于近期货币市场出现流动性紧张的迹象，美联储或宣布停止缩表计划。由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引，高盛认为12月仍可能再次降息。在美国政府停摆导致关键经济数据缺失的“迷雾”中，美联储或将做出本年度又一关键利率决定。市场普遍预计，FOMC将再次降息，并可能同时...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758161\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","TMF":"3倍做多20年期以上国债ETF-Direxion","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","BK4588":"碎股","BK4550":"红杉资本持仓","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","UPRO":"三倍做多标普500ETF","BK4581":"高盛持仓","SH":"标普500反向ETF","TLT":"20+年以上美国国债ETF-iShares","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","OEX":"标普100","BK4585":"ETF&股票定投概念"},"source_url":"https://wallstreetcn.com/articles/3758161","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579922551","content_text":"市场普遍预期，为应对就业市场下行风险，降息25个基点几乎已是板上钉钉。与此同时，由于近期货币市场出现流动性紧张的迹象，美联储或宣布停止缩表计划。由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引，高盛认为12月仍可能再次降息。在美国政府停摆导致关键经济数据缺失的“迷雾”中，美联储或将做出本年度又一关键利率决定。市场普遍预计，FOMC将再次降息，并可能同时宣布结束其资产负债表缩减计划，以应对劳动力市场风险及货币市场的流动性压力。北京时间周四凌晨2:00，美联储FOMC将公布利率决议，随后2:30美联储主席鲍威尔将在新闻发布会发表讲话。根据货币市场定价和路透社的调查，降息25个基点几乎已是板上钉钉。这一预期中的行动，主要源于决策者对就业市场下行风险的日益担忧，尽管通胀压力依然存在。与此同时，由于近期货币市场出现流动性紧张的迹象，包括高盛、摩根大通在内的大多数主要银行预计，美联储将在此次会议上宣布停止其资产负债表缩减计划。此举旨在稳定金融体系，避免重现2019年的回购市场风波。然而，由于美国政府持续停摆导致关键经济数据缺失，鲍威尔预计不会就12月的政策路径给出明确的前瞻性指引。Standard Chartered驻北美宏观策略主管Steven Englander表示，自9月以来\"改变观点的基础并不多\"，当时决策者暗示10月和12月可能各降息25个基点。高盛经济学家认为，美联储在12月降息的门槛很高，除非替代数据给出充分理由，而目前数据并未提供这样的信号。降息25个基点几成定局美联储此次降息决定主要基于对劳动力市场风险的持续关注。鲍威尔本月早些时候表示，联邦公开市场委员会仍专注于劳动力市场面临的威胁。尽管核心CPI同比上涨3%，较目标高出整整一个百分点，但上周公布的通胀报告温和，可能让美联储的通胀鹰派暂时保持观望。Evercore ISI全球政策和央行策略主管Krishna Guha表示：\"劳动力数据在辩论中继续发挥更大作用。\"只要官员们对通胀预期以及工资和服务价格压力水平感到放心，鲍威尔就可以继续关注就业，\"将美联储政策立场回归中性\"。联邦基金期货显示，投资者认为25个基点的降息几乎板上钉钉。但降息的高可能性并不意味着决策者在如何看待利率前景上达成一致。相当一部分官员在承认就业市场风险的同时，继续对通胀表达担忧。一些官员还指出，经济中某些领域如服务业的价格涨幅依然顽固，这些领域受关税影响较小。美联储理事Miran预计将再次投票支持降息50个基点。在最近的讲话中，他指出25个基点的步伐太慢，但他认为没有必要以超过50个基点的幅度行动。堪萨斯城联储主席Jeff Schmid被视为可能投反对票支持维持利率不变。FOMC成员分歧加大，劳动力市场成焦点尽管降息本身悬念不大，但FOMC内部的分歧正日益加剧，而焦点正从通胀转向劳动力市场。对就业的担忧正在加剧,荷兰国际集团（ING）的分析师警告称，美国经济正处于“低招聘、低解雇”的状态，但存在演变为“不招聘、要解雇”的明确风险。若此情况发生，将危及美联储“最大化就业”的核心目标。FOMC九月的会议纪要也显示，多数与会者认为就业的下行风险已经增加。尽管美联储官员认为就业市场在劳动力需求和供应之间大致保持平衡，但他们也担心企业可能会进一步削减招聘或诉诸裁员。这一风险因亚马逊最近宣布裁员和各州失业救济申请增加而凸显。州就业机构仍在收集和公布每周失业救济申请数据，为劳动力市场健康状况提供了一个晴雨表。此外，政策制定者之间的分歧可能在此次会议上进一步显现。预计将有委员投下反对票，例如理事Miran近期已表态支持更大幅度的50基点降息。同时，部分更担忧通胀的鹰派委员可能倾向于维持利率不变。这种分歧反映了委员会内部对优先处理就业风险还是通胀风险的持续辩论。流动性收紧或促使美联储停止缩表除了降息，本次会议的另一大看点是美联储是否会宣布停止其资产负债表缩减计划。包括高盛、摩根大通在内的多数华尔街大行预计，由于近期货币市场出现流动性紧张迹象，FOMC将采取行动。近期，有担保隔夜融资利率（SOFR）短暂突破联邦基金利率目标区间的上限，纽约联储的隔夜逆回购工具需求大幅下降，而正回购工具的使用量则有所增加。这些信号表明，银行系统的准备金水平可能正在逼近“充足”水平的下限，引发了市场对2019年回购市场危机的担忧。为避免流动性过度枯竭，分析师预计美联储将宣布停止每月50亿美元的国债缩表，但可能会继续允许抵押贷款支持证券（MBS）被动到期。不过，这一决定可能也会面临内部分歧，理事Bowman等官员此前曾表示，倾向于维持尽可能小的资产负债表规模。目前美联储每月允许50亿美元到期国债和350亿美元抵押贷款支持证券(MBS)从资产负债表中流出。美联储可能会继续允许MBS从资产负债表中流出，但开始将所有到期国债进行再投资，而不是允许50亿美元退出资产负债表。数据“黑箱”下，鲍威尔难给明确指引由于政府停摆导致官方数据缺失，市场预计鲍威尔在新闻发布会上将避免就12月的政策路径给出明确的前瞻性指引。缺乏可靠的就业和通胀数据，使得美联储做出判断的难度加大。高盛经济学家认为，鲍威尔若被问及12月的行动，他可能会重申9月会议“点阵图”所暗示的路径，即年内还有一次降息。高盛维持12月降息的可能性判断，主要基于三个原因： 第一，9月的“点阵图”已将第三次降息设为基准情形，且市场已完全定价。 第二，美联储倾向于完成“三连降”的政策周期。 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href=\"https://laohu8.com/S/NVTS\">纳微半导体</a> 大涨超18%，10月已大涨140%。消息称纳微半导体正在积极推进氮化镓（GaN）和碳化硅（SiC）在新能源汽车电源系统中的创新应用。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b8913615904b5355cca2ca939446eba\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73aa167e864ee56610370b1d94284ec4","relate_stocks":{"NVTS":"纳微半导体"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105586228","content_text":"周一， 纳微半导体 大涨超18%，10月已大涨140%。消息称纳微半导体正在积极推进氮化镓（GaN）和碳化硅（SiC）在新能源汽车电源系统中的创新应用。","news_type":1,"symbols_score_info":{"NVTS":1.1}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465547709862352,"gmtCreate":1754684710625,"gmtModify":1754689702556,"author":{"id":"3559200451032813","authorId":"3559200451032813","name":"眞虎","avatar":"https://static.tigerbbs.com/b3855d457a78e1a04d257d4707b3012d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559200451032813","authorIdStr":"3559200451032813"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$&nbsp;</a>&nbsp; 废物","listText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$&nbsp;</a>&nbsp; 废物","text":"$CleanSpark, Inc.(CLSK)$ 废物","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465547709862352","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438209599828376,"gmtCreate":1748020019369,"gmtModify":1748020020666,"author":{"id":"3559200451032813","authorId":"3559200451032813","name":"眞虎","avatar":"https://static.tigerbbs.com/b3855d457a78e1a04d257d4707b3012d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559200451032813","authorIdStr":"3559200451032813"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$&nbsp;</a> 这股的打法跟缅a差不多了","listText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$&nbsp;</a> 这股的打法跟缅a差不多了","text":"$CleanSpark, Inc.(CLSK)$ 这股的打法跟缅a差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438209599828376","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323930616606904,"gmtCreate":1720090612904,"gmtModify":1720098093687,"author":{"id":"3559200451032813","authorId":"3559200451032813","name":"眞虎","avatar":"https://static.tigerbbs.com/b3855d457a78e1a04d257d4707b3012d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559200451032813","authorIdStr":"3559200451032813"},"themes":[],"htmlText":"空死蔚来它丫的","listText":"空死蔚来它丫的","text":"空死蔚来它丫的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323930616606904","repostId":"1139165723","repostType":2,"repost":{"id":"1139165723","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":1720088311,"share":"https://www.laohu8.com/m/news/1139165723?lang=&edition=full","pubTime":"2024-07-04 18:18","market":"us","language":"zh","title":"欧盟对华电动车临时关税将落地，4个月后做出最终决定","url":"https://stock-news.laohu8.com/highlight/detail?id=1139165723","media":"老虎资讯综合","summary":"成员国将在官方通报发布后14天内，以书面程序对临时措施进行表决。","content":"<html><head></head><body><p>当地时间7月4日，欧盟委员会发布公告称，自7月5日起正式对进口自中国的纯电动汽车征收临时反补贴税。与6月12日预先披露的数据相比，<strong>本次确定的临时加征的税率有所下调</strong>。欧盟委员会表示，这些临时关税将从2024年7月5日起适用，最长期限为四个月；在这四个月内，<strong>加征关税必须通过欧盟成员国的投票，并作出最终决定；成员国将在官方通报发布后14天内，以书面程序对临时措施进行表决</strong>。如果加征关税最终得到通过，新税率的适用期为5年；此外，<strong>特斯拉可能会在最终阶段获得单独计算的税率</strong>。（一财）</p><p><strong>具体税率</strong></p><p>上汽集团加征税率为37.6%，吉利为19.9%，比亚迪为17.4%；其它配合欧盟调查的车企平均加征税率为20.8%，未配合调查的车企加征税率为37.6%。</p><p><strong>厂商反应</strong></p><p>小鹏汽车就欧盟电动汽车关税举措回应称，公司正在积极评估在欧洲建立本地制造能力的可行性，并采取适当措施满足市场需求，所有等待交货的当前消费者和在新关税生效前下订单的未来客户将不受任何价格上涨的影响。</p><p>蔚来汽车：由于欧盟征收额外关税，蔚来汽车在欧洲的价格可能会有所调整，希望在11月实施最终措施之前与欧盟达成解决方案。</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>欧盟对华电动车临时关税将落地，4个月后做出最终决定</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; 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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欧盟对华电动车临时关税将落地，4个月后做出最终决定\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\">2024-07-04 18:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间7月4日，欧盟委员会发布公告称，自7月5日起正式对进口自中国的纯电动汽车征收临时反补贴税。与6月12日预先披露的数据相比，<strong>本次确定的临时加征的税率有所下调</strong>。欧盟委员会表示，这些临时关税将从2024年7月5日起适用，最长期限为四个月；在这四个月内，<strong>加征关税必须通过欧盟成员国的投票，并作出最终决定；成员国将在官方通报发布后14天内，以书面程序对临时措施进行表决</strong>。如果加征关税最终得到通过，新税率的适用期为5年；此外，<strong>特斯拉可能会在最终阶段获得单独计算的税率</strong>。（一财）</p><p><strong>具体税率</strong></p><p>上汽集团加征税率为37.6%，吉利为19.9%，比亚迪为17.4%；其它配合欧盟调查的车企平均加征税率为20.8%，未配合调查的车企加征税率为37.6%。</p><p><strong>厂商反应</strong></p><p>小鹏汽车就欧盟电动汽车关税举措回应称，公司正在积极评估在欧洲建立本地制造能力的可行性，并采取适当措施满足市场需求，所有等待交货的当前消费者和在新关税生效前下订单的未来客户将不受任何价格上涨的影响。</p><p>蔚来汽车：由于欧盟征收额外关税，蔚来汽车在欧洲的价格可能会有所调整，希望在11月实施最终措施之前与欧盟达成解决方案。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65651c1586bf8249c79fabe09f36b476","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139165723","content_text":"当地时间7月4日，欧盟委员会发布公告称，自7月5日起正式对进口自中国的纯电动汽车征收临时反补贴税。与6月12日预先披露的数据相比，本次确定的临时加征的税率有所下调。欧盟委员会表示，这些临时关税将从2024年7月5日起适用，最长期限为四个月；在这四个月内，加征关税必须通过欧盟成员国的投票，并作出最终决定；成员国将在官方通报发布后14天内，以书面程序对临时措施进行表决。如果加征关税最终得到通过，新税率的适用期为5年；此外，特斯拉可能会在最终阶段获得单独计算的税率。（一财）具体税率上汽集团加征税率为37.6%，吉利为19.9%，比亚迪为17.4%；其它配合欧盟调查的车企平均加征税率为20.8%，未配合调查的车企加征税率为37.6%。厂商反应小鹏汽车就欧盟电动汽车关税举措回应称，公司正在积极评估在欧洲建立本地制造能力的可行性，并采取适当措施满足市场需求，所有等待交货的当前消费者和在新关税生效前下订单的未来客户将不受任何价格上涨的影响。蔚来汽车：由于欧盟征收额外关税，蔚来汽车在欧洲的价格可能会有所调整，希望在11月实施最终措施之前与欧盟达成解决方案。","news_type":1,"symbols_score_info":{"LI":1.1,"NIO":1.1,"XPEV":1.1}},"isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292061453971632,"gmtCreate":1712330084984,"gmtModify":1712330086113,"author":{"id":"3559200451032813","authorId":"3559200451032813","name":"眞虎","avatar":"https://static.tigerbbs.com/b3855d457a78e1a04d257d4707b3012d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559200451032813","authorIdStr":"3559200451032813"},"themes":[],"htmlText":"<a 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11:48","market":"hk","language":"zh","title":"提醒：香港交易所取消今日全天的交易，因八号风球仍然生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1184540436","media":"老虎资讯综合","summary":"9月1日，香港交易所取消今日全天的交易，因八号风球仍然生效。","content":"<html><head></head><body><p>9月1日，香港交易所宣布，由于八号台风信号现正生效，今天（星期五）的证券及衍生产品市场全日暂停交易，包括收市后交易时段。所有证券结算及交收服务今天亦暂停。沪深股通今天亦暂停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af126257307047d8d851c94070759ca\" tg-width=\"1920\" tg-height=\"572\"/></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>提醒：香港交易所取消今日全天的交易，因八号风球仍然生效</title>\n<style 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11:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月1日，香港交易所宣布，由于八号台风信号现正生效，今天（星期五）的证券及衍生产品市场全日暂停交易，包括收市后交易时段。所有证券结算及交收服务今天亦暂停。沪深股通今天亦暂停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af126257307047d8d851c94070759ca\" tg-width=\"1920\" 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