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Tastemaker
此乃时也，运也，命也。
IP属地：湖南
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Tastemaker
Tastemaker
·
2024-02-17
$NVDA 20240216 730.0 PUT$
折腾了一晚，还赔了一包烟钱
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Tastemaker
Tastemaker
·
2024-02-17
$NVDA 20240216 730.0 PUT$
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Tastemaker
Tastemaker
·
2024-02-03
$META 20240202 475.0 PUT$
我**的
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Tastemaker
Tastemaker
·
2024-02-03
$Meta Platforms(META)$
我**的
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Tastemaker
Tastemaker
·
2023-12-15
荒唐！却符合国情
传京东欲“挖”董宇辉，HR副总裁已赶赴陕西！董宇辉最新回应
去京东的可能性很大。
传京东欲“挖”董宇辉，HR副总裁已赶赴陕西！董宇辉最新回应
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Tastemaker
Tastemaker
·
2023-06-13
提高做空的机构的盈利概率与回报率
非常抱歉，此主贴已删除
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Tastemaker
Tastemaker
·
2023-05-31
$京东(JD)$
正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪]
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Tastemaker
Tastemaker
·
2023-04-19
你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？
被三星超越，苹果痛失全球手机份额第一
全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上
被三星超越，苹果痛失全球手机份额第一
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Tastemaker
Tastemaker
·
2023-03-23
落地了
美联储如期加息25个基点，决议声明暗示加息周期接近尾声
决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，
美联储如期加息25个基点，决议声明暗示加息周期接近尾声
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Tastemaker
Tastemaker
·
2023-02-18
$TSLA 20230224 190.0 PUT$
$TSLA 20230224 190.0 PUT$
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我**的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269875876950128","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252414616117424,"gmtCreate":1702632946924,"gmtModify":1702632949412,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567032447067177","idStr":"3567032447067177"},"themes":[],"htmlText":"荒唐！却符合国情","listText":"荒唐！却符合国情","text":"荒唐！却符合国情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252414616117424","repostId":"1152475388","repostType":2,"repost":{"id":"1152475388","kind":"news","pubTimestamp":1702632084,"share":"https://www.laohu8.com/m/news/1152475388?lang=&edition=full","pubTime":"2023-12-15 17:21","market":"hk","language":"zh","title":"传京东欲“挖”董宇辉，HR副总裁已赶赴陕西！董宇辉最新回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1152475388","media":"新浪科技","summary":"去京东的可能性很大。","content":"<html><head></head><body><p>12月15日晚间消息，一张网络流传的截图显示，刘强东的人力副总裁已拿着刘强东的亲笔签名前往陕西“挖”董宇辉，并且谈得很顺利，去京东的可能性很大。</p><p style=\"text-align: start;\">针对该传闻，董宇辉表示：“不属实，目前没有接触任何公司”。京东方面对此事件暂无回应。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10eec6b58206edf05902f9c4e641dc84\" title=\"\" tg-width=\"493\" tg-height=\"600\"/></p><p><br/>受此消息影响，京东盘前一度涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79cfafbbd1d1c335b818e657e14f32c8\" tg-width=\"876\" tg-height=\"837\"/></p></body></html>","source":"sina_tech","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 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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传京东欲“挖”董宇辉，HR副总裁已赶赴陕西！董宇辉最新回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-15 17:21 北京时间 <a href=https://finance.sina.com.cn/tech/shenji/2023-12-15/doc-imzyauqy7261144.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月15日晚间消息，一张网络流传的截图显示，刘强东的人力副总裁已拿着刘强东的亲笔签名前往陕西“挖”董宇辉，并且谈得很顺利，去京东的可能性很大。针对该传闻，董宇辉表示：“不属实，目前没有接触任何公司”。京东方面对此事件暂无回应。受此消息影响，京东盘前一度涨超5%。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2023-12-15/doc-imzyauqy7261144.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aea395ea922ea9903f8b8689325fa61","relate_stocks":{"JD":"京东","09618":"京东集团-SW","01797":"东方甄选"},"source_url":"https://finance.sina.com.cn/tech/shenji/2023-12-15/doc-imzyauqy7261144.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152475388","content_text":"12月15日晚间消息，一张网络流传的截图显示，刘强东的人力副总裁已拿着刘强东的亲笔签名前往陕西“挖”董宇辉，并且谈得很顺利，去京东的可能性很大。针对该传闻，董宇辉表示：“不属实，目前没有接触任何公司”。京东方面对此事件暂无回应。受此消息影响，京东盘前一度涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186906235617456,"gmtCreate":1686655369050,"gmtModify":1686655370602,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567032447067177","idStr":"3567032447067177"},"themes":[],"htmlText":"提高做空的机构的盈利概率与回报率","listText":"提高做空的机构的盈利概率与回报率","text":"提高做空的机构的盈利概率与回报率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186906235617456","repostId":"1105646139","repostType":2,"isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182381114871896,"gmtCreate":1685535167877,"gmtModify":1685535294775,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567032447067177","idStr":"3567032447067177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a><v-v data-views=\"1\"></v-v> 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪] ","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$ </a><v-v data-views=\"1\"></v-v> 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪] ","text":"$京东(JD)$ 正股拿了一年多，全部成本现在每股七十多，本来就是想在权证里面转一圈，顺一台SONY PS5出来的，结果一部DJI Mavic3 Pro掉里面了。偷鸡不成[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182381114871896","isVote":1,"tweetType":1,"viewCount":4039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651506351,"gmtCreate":1681916958373,"gmtModify":1681916960341,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567032447067177","idStr":"3567032447067177"},"themes":[],"htmlText":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","listText":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","text":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/651506351","repostId":"2328784770","repostType":2,"repost":{"id":"2328784770","kind":"highlight","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"hk","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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>被三星超越，苹果痛失全球手机份额第一</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; 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.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被三星超越，苹果痛失全球手机份额第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 22:21 北京时间 <a href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4515":"5G概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4571":"数字音乐概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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Balanced A Inc SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3053,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520311914319676","authorId":"3520311914319676","name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3520311914319676","idStr":"3520311914319676"},"content":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","text":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","html":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650768896,"gmtCreate":1679508123015,"gmtModify":1679508126092,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567032447067177","idStr":"3567032447067177"},"themes":[],"htmlText":"落地了","listText":"落地了","text":"落地了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650768896","repostId":"1143226275","repostType":2,"repost":{"id":"1143226275","kind":"news","pubTimestamp":1679508028,"share":"https://www.laohu8.com/m/news/1143226275?lang=&edition=full","pubTime":"2023-03-23 02:00","market":"us","language":"zh","title":"美联储如期加息25个基点，决议声明暗示加息周期接近尾声","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226275","media":"华尔街见闻","summary":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，","content":"<html><head></head><body><blockquote><b>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。</b></blockquote><p>3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。</p><p>这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。</p><p>备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。<b>有分析称，这份决议声明暗示加息周期接近尾声，</b>声明写到：</p><blockquote>“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”</blockquote><p>该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。</p><p>在回应近期银行业危机时，声明提到：</p><blockquote>“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”</blockquote><p>一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：</p><blockquote>预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。</blockquote><blockquote>预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。</blockquote><blockquote>预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。</blockquote><blockquote>预计长期联邦基金利率预期为2.5%，12月份料为2.5%。</blockquote><blockquote><b>有分析指出，这说明今年美联储仅有空间再加息一次。</b></blockquote><blockquote><img src=\"https://static.tigerbbs.com/111fab0d5436ee43c3c7b28950d9fe85\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></blockquote><p>在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：</p><blockquote>美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。</blockquote><blockquote>下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。</blockquote><blockquote>上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。</blockquote><blockquote>维持更长周期的美国GDP增幅预期在1.8%。</blockquote><p>同时，美联储进一步上调美国今年通胀率预期：</p><blockquote>美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。</blockquote><blockquote>2024年PCE通胀预期2.5%，与12月份持平。</blockquote><blockquote>2025年PCE通胀预期2.1%，与12月份持平</blockquote><blockquote>维持更长周期的PCE通胀预期在2.0%不变。</blockquote><p>数据公布后，美股三大股指走高。<img src=\"https://static.tigerbbs.com/a947c5009c6cfab63e04a0e2564db35e\" tg-width=\"958\" tg-height=\"154\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","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 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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美联储如期加息25个基点，决议声明暗示加息周期接近尾声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 02:00 北京时间 <a href=https://wallstreetcn.com/articles/3684674><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684674\">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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3684674","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143226275","content_text":"决议声明删除了“持续加息是适宜的”措辞，改为“一些额外的政策紧缩可能是适当的”，被市场解读为鸽派论调。“点阵图”仍维持今年底利率预期在5.1%不变，今年或只能再加息一次。声明称美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。3月22日周三，美联储如期加息25个基点，令基准的联邦基金利率升至4.75%-5%目标区间，为2007年底、即金融危机爆发前夕以来的最高水平。这是美联储自去年3月以来连续第九次加息，也是连续第二次加息幅度放慢至25个基点。市场预计美国加息周期接近尾声，今年底之前或开启降息令利率降至4.25%-4.5%，以应对经济放缓。备受关注的决议声明称，美国银行业健康、有韧性，但诸多倒闭事件将拖累经济增长。有分析称，这份决议声明暗示加息周期接近尾声，声明写到：“委员会将密切关注未来的信息并评估对货币政策的影响。委员会预计，一些额外的政策紧缩（some additional policy firming）可能是适当的，以便获得对足够限制经济增长的货币政策立场，使通胀随着时间的推移回到2%。”该措辞与之前的声明不同，之前的声明表明“持续加息（ongoing increases）是适宜的”。在回应近期银行业危机时，声明提到：“美国银行体系健全且富有弹性，最近的事态发展可能导致家庭和企业的信贷条件收紧，并对经济活动、就业招聘和通胀造成压力。这些影响的程度是不确定的。委员会仍然高度关注通胀风险。 ”一同发布的美联储官员利率意见“点阵图”显示，其中位数预期是显示，2023年末的利率仍为5.1%，维持去年底的预期不变，2024年底料为4.3%：预计2023年年底的联邦基金利率为5.1%，12月份料为5.1%。预计2024年年底的联邦基金利率为4.3%，12月份料为4.1%。预计2025年年底的联邦基金利率为3.1%，12月份料3.1%。预计长期联邦基金利率预期为2.5%，12月份料为2.5%。有分析指出，这说明今年美联储仅有空间再加息一次。在每季度发布的经济预测方面，美联储下调未来两年美国GDP预期：美联储下调美国2023年GDP增长预期至0.4%，去年12月料增0.5%。下调美国2024年GDP增长预期至1.2%，去年12月料增1.6%。上调美国2025年GDP增长预期1.9%，去年12月料增1.8%。维持更长周期的美国GDP增幅预期在1.8%。同时，美联储进一步上调美国今年通胀率预期：美联储上调2023年PCE通胀预期至3.3%，12月份料为3.1%。2024年PCE通胀预期2.5%，与12月份持平。2025年PCE通胀预期2.1%，与12月份持平维持更长周期的PCE通胀预期在2.0%不变。数据公布后，美股三大股指走高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625451595,"gmtCreate":1676666253218,"gmtModify":1676666255341,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567032447067177","idStr":"3567032447067177"},"themes":[],"htmlText":"<a 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