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大舅哥
IP属地：山东
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大舅哥
大舅哥
·
2022-01-19
$索尼(SONY)$
彻底寄了
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大舅哥
大舅哥
·
2022-01-14
$哔哩哔哩(BILI)$
果然中概股成反指了
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大舅哥
大舅哥
·
2022-01-06
$商汤-W(00020)$
坚持住，等我来空
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大舅哥
大舅哥
·
2022-01-05
$索尼(SONY)$
小米造车都涨5个点，索尼不给力啊
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大舅哥
大舅哥
·
2022-01-05
都可以谈
热门中概股跌幅继续扩大，拼多多大跌超10%
1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%
热门中概股跌幅继续扩大，拼多多大跌超10%
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大舅哥
大舅哥
·
2021-12-06
$Faraday Future(FFIE)$
在美国一样窒息
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大舅哥
大舅哥
·
2021-11-03
$网易(NTES)$
被超鬼王爆了服务器？
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大舅哥
大舅哥
·
2021-08-30
日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]
没有这么“鸽”！读懂鲍威尔在杰克逊会议上的“太极拳”
实际上没有改变美联储货币政策正常化的态度和节奏。
没有这么“鸽”！读懂鲍威尔在杰克逊会议上的“太极拳”
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大舅哥
大舅哥
·
2021-08-25
没有不好的中概股 只有不合适的买入价格
抄底京东后，“木头姐”表态：对中概并不悲观
几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。 Ark Investment创始人、有科技股女股神之称的Cathie Wood周二在接
抄底京东后，“木头姐”表态：对中概并不悲观
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大舅哥
大舅哥
·
2021-08-25
$哔哩哔哩(BILI)$
理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。
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23:48","market":"us","language":"zh","title":"热门中概股跌幅继续扩大，拼多多大跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130666801","media":"老虎资讯综合","summary":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","content":"<html><head></head><body><p>1月4日，热门中概股跌幅继续扩大，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>热门中概股跌幅继续扩大，拼多多大跌超10%</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; 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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热门中概股跌幅继续扩大，拼多多大跌超10%\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\">2022-01-04 23:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，热门中概股跌幅继续扩大，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4505":"高瓴资本持仓","BK4526":"热门中概股","BK4501":"段永平概念","TTTN":"老虎中美互联网巨头ETF","PDD":"拼多多","BK4504":"桥水持仓","BK4558":"双十一","BK4509":"腾讯概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4553":"喜马拉雅资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4531":"中概回港概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1,"symbols_score_info":{"PDD":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606041134,"gmtCreate":1638803214659,"gmtModify":1638803214659,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 在美国一样窒息","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> 在美国一样窒息","text":"$Faraday Future(FFIE)$ 在美国一样窒息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606041134","isVote":1,"tweetType":1,"viewCount":3248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841775161,"gmtCreate":1635946494098,"gmtModify":1635946494098,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 被超鬼王爆了服务器？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a> 被超鬼王爆了服务器？","text":"$网易(NTES)$ 被超鬼王爆了服务器？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841775161","isVote":1,"tweetType":1,"viewCount":3074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811543637,"gmtCreate":1630333535329,"gmtModify":1704958673495,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","listText":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","text":"日常狼来了，试探股市弹性，等市场没反馈了，狼就真放出来了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811543637","repostId":"2163000999","repostType":4,"repost":{"id":"2163000999","kind":"highlight","pubTimestamp":1630320299,"share":"https://www.laohu8.com/m/news/2163000999?lang=&edition=full","pubTime":"2021-08-30 18:44","market":"sh","language":"zh","title":"没有这么“鸽”！读懂鲍威尔在杰克逊会议上的“太极拳”","url":"https://stock-news.laohu8.com/highlight/detail?id=2163000999","media":"华尔街见闻","summary":"实际上没有改变美联储货币政策正常化的态度和节奏。","content":"<p>周五晚间，在杰克逊霍尔全球央行年会上，鲍威尔的“鸽”派讲话打消市场提前宣告Taper甚至仓促加息的担忧，会后美股上涨，美元下探，美债利率走低。</p>\n<p>市场或许对鲍威尔的通胀暂时论印象更为深刻了，但我们认为这实际上没有改变美联储货币政策正常化的态度和节奏。</p>\n<p><b>关于经济：幅度最深VS持续最短的衰退</b></p>\n<p>在两个月的时间里，约3000万工人失去工作。去年二季度产出的降幅是2007年至2009年的大衰退期间全部降幅的两倍之多。<b><u>但随后经济复苏的速度超过了预期</u></b>，产出仅在四个季度后就超过了之前的峰值，还不到上一次大衰退后所需时间的一半。</p>\n<p>失业仍然不成比例地落在服务业部门的低工资工人身上。时至今日服务支出仍然比趋势水平低7%左右。当前总就业人数比疫情前低600万，其中500万是在低迷的服务部门所致。</p>\n<p><b><u>重点：经济和就业的重点矛盾，依然在服务业。</u></b></p>\n<h2><b> 关于就业：就业改观VS失业过高</b></h2>\n<p>最近几个月，劳动力市场的前景已经大为改观。过去三个月平均新增就业83.2万人，近80万人是服务业就业。职位空缺和辞职的水平处于历史高位。<b><u>失业率已经下降到5.4%，是疫情以来的低点，但仍然过高。劳动力参与率的恢复远远落后于其他部分。</u></b></p>\n<p><b><u>重点：劳动力市场复苏令人满意，但整体失业率和劳动参与率还未达标。</u></b></p>\n<h2><b> 关于通胀：远远高于VS临时性</b></h2>\n<p>截止至今年7月，滚动12个月的PCE以及核心PCE通胀率为4.2%和3.6%，<b><u>远远高于我们2%的长期通胀目标。企业和消费者普遍反映价格和工资有上升的压力。</u></b>高通胀的担忧会被其他因素所缓和，这些因素表明，持续高企的通胀<b><u>可能会被证明是临时性的</u></b>。</p>\n<p>对于通胀可能是临时性的，鲍威尔从五个方面提出了论证。</p>\n<p>1、缺乏广泛的通货膨胀压力：<b><u>通货膨胀的飙升主要来自几类相对狭窄的商品和服务。</u></b>其影响应该会随着时间的推移而消失。对于特定项目的价格上涨是否会外溢转化为广泛的通货膨胀。<b><u>我们会对通胀压力在经济中更广泛地蔓延的迹象感到担忧。</u></b></p>\n<p>2、高通胀项目有所缓和：二手车价格似乎已经稳定下来；汽车以外的耐用消费品的通货膨胀现在已经放缓，并可能开始下降。</p>\n<p>3、工资涨幅与长期通胀目标一致：工资增长的幅度持续地超过生产力增长和通胀水平，会导致“工资价格螺旋式通胀”。但目前工资上涨的速度与长期通胀目标一致。</p>\n<p>4、长期通胀预期处于2%的目标水平。长期通胀预期的变化远远小于实际通胀或短期的预期，表明高通胀可能被证明是临时性的。</p>\n<p>5、全球缓解通胀的力量。发达经济体长期低通货膨胀的模式可能反映了持续的缓解通货膨胀的力量，包括技术进步、全球化、人口因素，以及央行对维持价格稳定的有力而成功的保证。没有什么理由认为它们已经突然逆转或减弱。</p>\n<p><b><u>重点：对于通胀的看法大概是本次鲍威尔讲话最“鸽”的地方。</u></b>4月份鲍威尔曾表示，“我们不会允许通胀大幅超过2%，也不会允许通胀长时间超过2%。”可见当时通胀的幅度和时长都是美联储的观察点。而随着美国通胀水平的一再爆表，<b><u>一方面承认通胀远高于目标，一方面又继续强调通胀可能会被证明是临时性的，显示在矛盾的双目标制中货币政策做出的妥协。</u></b></p>\n<h2><b>关于对货币政策的影响：不为暂时的因素而收紧VS今年Taper可能是合适的</b></h2>\n<p>在最后对货币政策的影响中，鲍威尔指出妥协的原因，<b><u>是由于货币政策对通胀的主要影响可能会在滞后一年或更长时间出现，</u></b>如果应对暂时的因素而收紧政策，很可能在不适宜的时候反而延缓经济活动并增加通缩压力。</p>\n<p>除此外鲍威尔还提到两个变量：我们还期望看到持续强劲的就业增长。以及了解更多有关于Delta变种的影响。</p>\n<p>而对于货币政策的结论则是：就目前而言，货币政策已经起到好处；我们准备酌情调整政策以实现我们的目标。在通货膨胀方面，“实质性的进一步进展”的测试已经通过。在实现充分就业方面也取得了明显进展。<b><u>在FOMC最近的7月会议上，我和大多数与会者一样认为，如果经济的发展大致如预期，今年开始减少资产购买的步伐可能是合适的。</u></b></p>\n<p><b><u>在表达“今年Taper合适”之后还有两个观点的表述，我们认为不应过度解读为鸽派，</u></b>一个是“即使在资产购买结束后，我们所持有的长期证券将继续支持宽松的金融条件。”该话的意思是Taper后联储会维持资产负债表规模。但<b><u>从顺序上来说，缩表本身就应该是在加息进程开启后的才考虑的事。</u></b></p>\n<p>另外“未来减少资产购买的时间和速度将无关于传达加息时间节点的信号。”<b><u>这与7月的议息会议话锋一致，Taper和加息没有必然衔接关系，加息要满足的条件不同且更为严格。</u></b></p>\n<p><b><u>重点：通篇来看鲍威尔在通胀问题上的“鸽派”更倾向于其对于当前通胀远高于目标，但政策却迟于行动这种妥协的辩解。Taper在年内落地基本无疑。</u></b></p>\n<p>与此同时还有一点，10月左右Taper官宣和债务上调TGA账户由泄洪转回笼窗口叠加，虽然从当前来看流动性应当还是比较充分，但双政策对预期以及对市场的影响不可忽视。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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没有这么“鸽”！读懂鲍威尔在杰克逊会议上的“太极拳”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 18:44 北京时间 <a href=https://wallstreetcn.com/articles/3639202><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五晚间，在杰克逊霍尔全球央行年会上，鲍威尔的“鸽”派讲话打消市场提前宣告Taper甚至仓促加息的担忧，会后美股上涨，美元下探，美债利率走低。\n市场或许对鲍威尔的通胀暂时论印象更为深刻了，但我们认为这实际上没有改变美联储货币政策正常化的态度和节奏。\n关于经济：幅度最深VS持续最短的衰退\n在两个月的时间里，约3000万工人失去工作。去年二季度产出的降幅是2007年至2009年的大衰退期间全部降幅的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639202\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3639202","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163000999","content_text":"周五晚间，在杰克逊霍尔全球央行年会上，鲍威尔的“鸽”派讲话打消市场提前宣告Taper甚至仓促加息的担忧，会后美股上涨，美元下探，美债利率走低。\n市场或许对鲍威尔的通胀暂时论印象更为深刻了，但我们认为这实际上没有改变美联储货币政策正常化的态度和节奏。\n关于经济：幅度最深VS持续最短的衰退\n在两个月的时间里，约3000万工人失去工作。去年二季度产出的降幅是2007年至2009年的大衰退期间全部降幅的两倍之多。但随后经济复苏的速度超过了预期，产出仅在四个季度后就超过了之前的峰值，还不到上一次大衰退后所需时间的一半。\n失业仍然不成比例地落在服务业部门的低工资工人身上。时至今日服务支出仍然比趋势水平低7%左右。当前总就业人数比疫情前低600万，其中500万是在低迷的服务部门所致。\n重点：经济和就业的重点矛盾，依然在服务业。\n 关于就业：就业改观VS失业过高\n最近几个月，劳动力市场的前景已经大为改观。过去三个月平均新增就业83.2万人，近80万人是服务业就业。职位空缺和辞职的水平处于历史高位。失业率已经下降到5.4%，是疫情以来的低点，但仍然过高。劳动力参与率的恢复远远落后于其他部分。\n重点：劳动力市场复苏令人满意，但整体失业率和劳动参与率还未达标。\n 关于通胀：远远高于VS临时性\n截止至今年7月，滚动12个月的PCE以及核心PCE通胀率为4.2%和3.6%，远远高于我们2%的长期通胀目标。企业和消费者普遍反映价格和工资有上升的压力。高通胀的担忧会被其他因素所缓和，这些因素表明，持续高企的通胀可能会被证明是临时性的。\n对于通胀可能是临时性的，鲍威尔从五个方面提出了论证。\n1、缺乏广泛的通货膨胀压力：通货膨胀的飙升主要来自几类相对狭窄的商品和服务。其影响应该会随着时间的推移而消失。对于特定项目的价格上涨是否会外溢转化为广泛的通货膨胀。我们会对通胀压力在经济中更广泛地蔓延的迹象感到担忧。\n2、高通胀项目有所缓和：二手车价格似乎已经稳定下来；汽车以外的耐用消费品的通货膨胀现在已经放缓，并可能开始下降。\n3、工资涨幅与长期通胀目标一致：工资增长的幅度持续地超过生产力增长和通胀水平，会导致“工资价格螺旋式通胀”。但目前工资上涨的速度与长期通胀目标一致。\n4、长期通胀预期处于2%的目标水平。长期通胀预期的变化远远小于实际通胀或短期的预期，表明高通胀可能被证明是临时性的。\n5、全球缓解通胀的力量。发达经济体长期低通货膨胀的模式可能反映了持续的缓解通货膨胀的力量，包括技术进步、全球化、人口因素，以及央行对维持价格稳定的有力而成功的保证。没有什么理由认为它们已经突然逆转或减弱。\n重点：对于通胀的看法大概是本次鲍威尔讲话最“鸽”的地方。4月份鲍威尔曾表示，“我们不会允许通胀大幅超过2%，也不会允许通胀长时间超过2%。”可见当时通胀的幅度和时长都是美联储的观察点。而随着美国通胀水平的一再爆表，一方面承认通胀远高于目标，一方面又继续强调通胀可能会被证明是临时性的，显示在矛盾的双目标制中货币政策做出的妥协。\n关于对货币政策的影响：不为暂时的因素而收紧VS今年Taper可能是合适的\n在最后对货币政策的影响中，鲍威尔指出妥协的原因，是由于货币政策对通胀的主要影响可能会在滞后一年或更长时间出现，如果应对暂时的因素而收紧政策，很可能在不适宜的时候反而延缓经济活动并增加通缩压力。\n除此外鲍威尔还提到两个变量：我们还期望看到持续强劲的就业增长。以及了解更多有关于Delta变种的影响。\n而对于货币政策的结论则是：就目前而言，货币政策已经起到好处；我们准备酌情调整政策以实现我们的目标。在通货膨胀方面，“实质性的进一步进展”的测试已经通过。在实现充分就业方面也取得了明显进展。在FOMC最近的7月会议上，我和大多数与会者一样认为，如果经济的发展大致如预期，今年开始减少资产购买的步伐可能是合适的。\n在表达“今年Taper合适”之后还有两个观点的表述，我们认为不应过度解读为鸽派，一个是“即使在资产购买结束后，我们所持有的长期证券将继续支持宽松的金融条件。”该话的意思是Taper后联储会维持资产负债表规模。但从顺序上来说，缩表本身就应该是在加息进程开启后的才考虑的事。\n另外“未来减少资产购买的时间和速度将无关于传达加息时间节点的信号。”这与7月的议息会议话锋一致，Taper和加息没有必然衔接关系，加息要满足的条件不同且更为严格。\n重点：通篇来看鲍威尔在通胀问题上的“鸽派”更倾向于其对于当前通胀远高于目标，但政策却迟于行动这种妥协的辩解。Taper在年内落地基本无疑。\n与此同时还有一点，10月左右Taper官宣和债务上调TGA账户由泄洪转回笼窗口叠加，虽然从当前来看流动性应当还是比较充分，但双政策对预期以及对市场的影响不可忽视。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837839261,"gmtCreate":1629871632053,"gmtModify":1629871632053,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"没有不好的中概股 只有不合适的买入价格","listText":"没有不好的中概股 只有不合适的买入价格","text":"没有不好的中概股 只有不合适的买入价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837839261","repostId":"2162387390","repostType":4,"repost":{"id":"2162387390","kind":"highlight","pubTimestamp":1629858360,"share":"https://www.laohu8.com/m/news/2162387390?lang=&edition=full","pubTime":"2021-08-25 10:26","market":"us","language":"zh","title":"抄底京东后，“木头姐”表态：对中概并不悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2162387390","media":"华尔街见闻","summary":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接","content":"<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入<a href=\"https://laohu8.com/S/JD\">京东</a>股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。</p>\n<p>Ark Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：</p>\n<blockquote>\n <b>“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”</b>\n</blockquote>\n<p>Wood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。</p>\n<p>最新披露的数据显示，ARK旗下的自动&<a href=\"https://laohu8.com/S/300024\">机器人</a>技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，<b>扭转了7月底以来连续抛售的态势。</b></p>\n<p><img src=\"https://static.tigerbbs.com/ba01ecec77377314f0598c9caadf2456\" tg-width=\"1118\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。</p>\n<p><img src=\"https://static.tigerbbs.com/f3dccaf72955102a69b8a5080d87c3db\" tg-width=\"1107\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。<b>ARKQ也是在京东公布亮眼财报后进行了抄底。</b></p>\n<p><img src=\"https://static.tigerbbs.com/d796d9299aa03662c774ddd14756d6c0\" tg-width=\"688\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；</p>\n<p>在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。</p>\n<p>对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。</p>\n<p><b>但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。</b></p>\n<p><img src=\"https://static.tigerbbs.com/10a0e581ee3758d2aa1dfdc00b1114d3\" tg-width=\"720\" tg-height=\"412\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","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>抄底京东后，“木头姐”表态：对中概并不悲观</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抄底京东后，“木头姐”表态：对中概并不悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 10:26 北京时间 <a href=https://wallstreetcn.com/articles/3638794><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3638794\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"ARKF":"ARK Fintech Innovation ETF","JD":"京东","09618":"京东集团-SW"},"source_url":"https://wallstreetcn.com/articles/3638794","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162387390","content_text":"几乎已经清仓中概股的ARK基金，本周开始出手抄底买入京东股票，该基金创始人“木头姐”最新表态称：对中国并不悲观。\nArk Investment创始人、有科技股女股神之称的Cathie Wood周二在接受彭博采访中表示：\n\n“从长远来看，我对中国并不悲观，因为我认为他们是一个非常具有创业精神的社会。”\n\nWood称，中国政府正在制定更多的规章制度，但政府的目的并不想阻止增长和进步。\n最新披露的数据显示，ARK旗下的自动&机器人技术ETF (ARKQ)于周一买入了超过16万股的京东ADR，扭转了7月底以来连续抛售的态势。\n\n截至周二，ARKQ持有8617万美元的京东股票，在该ETF中的持仓占比为3.22%，为其第九大持仓。\n\n年初至今，京东股票累计下跌了近13%。在周一公布了强劲财报后，京东股价强势反弹，隔夜大涨14%。ARKQ也是在京东公布亮眼财报后进行了抄底。\n\n华尔街见闻此前提及，财报数据显示，京东第二季度营收2538亿元，超市场预期2440.26亿元，同比增长26.23%；第二季度调整后每ADS收益2.90元，超市场预期的2.12元；\n在活跃用户方面， 截至2021年6月30日，京东过去12个月的活跃购买用户数达到5.32亿，超市场预估的5.209亿，较去年同期净增了1.15亿，单季新增3200万创下历史最高增量。\n对Wood和Ark来说，过去是跌宕起伏的一年。2020年在美国科技股大牛市的东风下，方舟旗舰基金ARKK取得了149%的惊人回报。\n但进入2021年来，随着科技股回调，ARKK表现萎靡，今年以来累计下跌2.9%，一度遭遇投资者大举赎回，并被对冲基金争相做空。","news_type":1,"symbols_score_info":{"09618":0.9,"ARKF":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":2982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834703619,"gmtCreate":1629825910931,"gmtModify":1629825910931,"author":{"id":"3574236849825325","authorId":"3574236849825325","name":"大舅哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574236849825325","authorIdStr":"3574236849825325"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。","text":"$哔哩哔哩(BILI)$ 理性分析下：目前是中概股一揽子反弹，反弹到一定位置之后b站应该还会有独立行情，毕竟互联网巨头还有反垄断和大数据的利空背着。总的来说市场气氛很好，美国基金又开始建仓中概股了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834703619","isVote":1,"tweetType":1,"viewCount":5742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}