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WEESIN
WEESIN
·
2021-12-23
[smile]
盘前异动：腾讯减持京东！拼多多“瑟瑟发抖”？
12月23日，美股股指期货小幅走高，道指期货涨0.15%，纳指期货涨0.03%，标普500指数涨0.13%。 京东盘前一度跌近10%，此前腾讯公布以实物分派京东之A类普通股之方式宣派中期股息。 拼多
盘前异动：腾讯减持京东！拼多多“瑟瑟发抖”？
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WEESIN
WEESIN
·
2021-06-20
讚
前瞻：鲍威尔携手美国核心通胀数据重磅来袭
周二关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。
前瞻：鲍威尔携手美国核心通胀数据重磅来袭
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WEESIN
WEESIN
·
2021-06-19
好👌🏻
高传染性横扫全球！美英德警告Delta变异株很快将成主流
Delta变种更具传染性，最容易感染的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。
高传染性横扫全球！美英德警告Delta变异株很快将成主流
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WEESIN
WEESIN
·
2021-06-18
讚
亚马逊“铁血封号”还在继续 又有两个出海品牌被禁售
6月18日消息，亚马逊封号行动还在持续。亿邦动力搜索发现，目前，Apeman以及Homfa在亚马逊的产品链接均无法正常打开，页面显示“无货”或“Page not found”。而至于Apeman和Homfa被封的原因，目前亚马逊和卖家方面均为给出解释。不过，近期，亚马逊打击卖家索取虚假评论的行为是行业关注的焦点，此前多个被封号的品牌都是因为触发了这一机制。5月20日，亚马逊官方曾发布《致亚马逊全体卖家信》回应“封号”事件。
亚马逊“铁血封号”还在继续 又有两个出海品牌被禁售
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WEESIN
WEESIN
·
2021-06-17
赞
《新股消息》传三巽控股本周寻求上市寻批 最快下周预路演
据路透旗下《IFR》引述消息人士指，三巽控股寻求本周获批上市，筹最多1亿美元，倘获批将在下周进行预路演。三巽控股为内地房地产开发商，公司深耕安徽省的房地产市场，近年成功打入山东省和江苏省。截至2月28日，在内地12个城市有45个项目，土储达440万平方米，去年溢利为3.68亿元人民币，按年跌6.8%，保荐人为建银国际。(el/u) ~阿思达克财经新闻网址: www.aastocks.com
《新股消息》传三巽控股本周寻求上市寻批 最快下周预路演
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WEESIN
WEESIN
·
2021-06-16
赞👍🏻
大摩预计通胀预期或已触顶，缩表临近该怎么投？
年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。 为何美国通胀数据创下13年新高仍未动摇投资者情绪？美债收益率为何不涨反跌？紧缩周期临近应该怎么投？这些都是盘桓在近期投资者心中的
大摩预计通胀预期或已触顶，缩表临近该怎么投？
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WEESIN
WEESIN
·
2021-04-24
Hmn..
非常抱歉，此主贴已删除
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WEESIN
WEESIN
·
2021-04-23
No....
非常抱歉，此主贴已删除
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WEESIN
WEESIN
·
2021-04-21
[微笑]
Better Buy: Micron Technology vs. AMD
Between these two high-growth companies with different experiences on the stock market, which one should you buy?
Better Buy: Micron Technology vs. AMD
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src=\"https://static.tigerbbs.com/31b69ca5ea4481716a144e3f0dd6919b\" tg-width=\"385\" tg-height=\"176\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前一度跌近10%，此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>公布以实物分派<a href=\"https://laohu8.com/S/JD\">京东</a>之A类普通股之方式宣派中期股息。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超3%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>“抛”完京东后，有分析人士指出，这或许会引起整个腾讯系的资金恐慌，包括快手、美团、拼多多，谁都有被减持的风险。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。</p>\n<p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前跌近5%，此前报道腾讯、<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>退出知乎股东行列；知乎回应是上市后的标准操作。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨近1.5%，特斯拉CEO马斯克周三再出售93.4万特斯拉股票，累计卖出数已占其承诺出售的86.62%。</p>","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>盘前异动：腾讯减持京东！拼多多“瑟瑟发抖”？</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盘前异动：腾讯减持京东！拼多多“瑟瑟发抖”？\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\">2021-12-23 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月23日，美股股指期货小幅走高，道指期货涨0.15%，纳指期货涨0.03%，标普500指数涨0.13%。</p>\n<p><img src=\"https://static.tigerbbs.com/31b69ca5ea4481716a144e3f0dd6919b\" tg-width=\"385\" tg-height=\"176\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前一度跌近10%，此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>公布以实物分派<a href=\"https://laohu8.com/S/JD\">京东</a>之A类普通股之方式宣派中期股息。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超3%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>“抛”完京东后，有分析人士指出，这或许会引起整个腾讯系的资金恐慌，包括快手、美团、拼多多，谁都有被减持的风险。</p>\n<p><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。</p>\n<p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前跌近5%，此前报道腾讯、<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>退出知乎股东行列；知乎回应是上市后的标准操作。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨近1.5%，特斯拉CEO马斯克周三再出售93.4万特斯拉股票，累计卖出数已占其承诺出售的86.62%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓","NVAX":"诺瓦瓦克斯医药","BK4509":"腾讯概念",".SPX":"S&P 500 Index","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SOGO":"搜狗","BK4122":"互联网与直销零售","BK4535":"淡马锡持仓","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数","ZH":"知乎","BK4550":"红杉资本持仓","09618":"京东集团-SW",".DJI":"道琼斯","PDD":"拼多多","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114212037","content_text":"12月23日，美股股指期货小幅走高，道指期货涨0.15%，纳指期货涨0.03%，标普500指数涨0.13%。\n\n京东盘前一度跌近10%，此前腾讯公布以实物分派京东之A类普通股之方式宣派中期股息。\n拼多多盘前跌超3%，腾讯“抛”完京东后，有分析人士指出，这或许会引起整个腾讯系的资金恐慌，包括快手、美团、拼多多，谁都有被减持的风险。\n诺瓦瓦克斯医药盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。\n知乎盘前跌近5%，此前报道腾讯、搜狗退出知乎股东行列；知乎回应是上市后的标准操作。\n特斯拉盘前涨近1.5%，特斯拉CEO马斯克周三再出售93.4万特斯拉股票，累计卖出数已占其承诺出售的86.62%。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"09618":0.9,"JD":0.9,"NVAX":0.9,"PDD":0.9,"QNETCN":0.9,"SOGO":0.9,"TSLA":0.9,"ZH":0.9}},"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164657951,"gmtCreate":1624203192073,"gmtModify":1634009518694,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"讚","listText":"讚","text":"讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164657951","repostId":"1129554767","repostType":4,"repost":{"id":"1129554767","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":1624183832,"share":"https://ttm.financial/m/news/1129554767?lang=&edition=full","pubTime":"2021-06-20 18:10","market":"us","language":"zh","title":"前瞻：鲍威尔携手美国核心通胀数据重磅来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1129554767","media":"老虎资讯综合","summary":"周二关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。","content":"<p><b>摘要：</b></p>\n<blockquote>\n <b>经济数据方面：</b>中国LPR利率、美国PCE物价指数、美国初请失业金人数、美国Markit制造业PMI初值...\n</blockquote>\n<blockquote>\n <b>新股方面：</b>中国领先的数字货运平台“满帮”、“社交元宇宙第一股”Soul即将上市；\n</blockquote>\n<blockquote>\n <b>事件方面：</b>美联储主席鲍威尔携手多位美联储官员密集发表讲话；\n</blockquote>\n<blockquote>\n <b>财报方面：</b>耐克、黑莓、晶科能源、医渡科技等多家公司将公布财报。\n</blockquote>\n<p><b>周一（6月21日）关键词：中国LPR利率</b></p>\n<p><b>周一经济数据较少，主要留意中国的LPR利率数据。</b></p>\n<p>彭博亚洲经济学家团队撰文称，中国人民银行最近一次中期借贷便利(MLF)操作利率持稳，表明贷款市场报价利率(LPR)6月份将维持不变。中国最新的经济活动数据没有给央行改变政策轨道提供紧迫的理由。</p>\n<p><b>中国一年期贷款市场报价利率（银行对企业贷款参考利率）6月份可能维持在3.85%。五年期LPR（抵押贷款参考利率）可能维持在4.65%。</b></p>\n<p><b>周一风险事件也比较少，欧洲时段主要留意英国央行官员讲话，其中审慎监管副行长伍兹就气候风险情景规划发表讲话，金融科技总监 Tom Mutton 就加密资产、稳定币和数字货币发表讲话。</b></p>\n<p>纽约时段，<b>FOMC永久票委、纽约联储主席威廉姆斯在银行业大会上发表讲话，</b>需要予以关注。</p>\n<p><b>周二（6月22日）关键词：美联储主席鲍威尔讲话</b><img src=\"https://static.tigerbbs.com/78c64fef53276362a340b4399b87f3b7\" tg-width=\"627\" tg-height=\"209\" referrerpolicy=\"no-referrer\">周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。</p>\n<p>相对而言，美联储官员的讲话更加值得关注，一般在美联储决议后的一周，美联储官员会陆续发表讲话，投资者可以从中获取官员们对未来货币政策的更多细节。</p>\n<p>纽约时段，<b>美联储主席鲍威尔将在国会就新冠疫情应对措施和经济前景发表讲话。</b>这将是市场关注的焦点所在。</p>\n<p>美联储主席鲍威尔6月17日在美联储利率决议后新闻发布会上指出，经济复原程度足以让美联储开始缩减月度购债之前，还有一段长路要走，他并称讨论中甚至没有提到升息时点。相对而言，鲍威尔的态度比美联储决议要稍微鸽派一点，如果鲍威尔发表更加鸽派的讲话，则需要提防美元回调、金价反弹的风险。</p>\n<p><b>周三（6月23日）关键词：欧美6月Markit制造业PMI初值</b><img src=\"https://static.tigerbbs.com/a1ada5dfc03bdde86a678460e27d6a51\" tg-width=\"625\" tg-height=\"628\" referrerpolicy=\"no-referrer\"><b>美国将公布美国6月Markit制造业PMI初值</b>。<b>市场预计美国6月Markit制造业PMI将小幅回落至61.8，但仍处于历史较高水平，仍偏向利好股市、大宗商品和风险资产。</b></p>\n<p>此外，<b>美联储理事鲍曼、亚特兰大联储主席博斯蒂克、波士顿联储主席罗森格伦将分别发表讲话，投资者也需要重点关注。</b></p>\n<p><b>周四（6月24日）关键词：初请数据、联储官员讲话、Soul上市、耐克/黑莓财报</b><img src=\"https://static.tigerbbs.com/a613c99edd05cba1056a8acb4759ac4f\" tg-width=\"628\" tg-height=\"471\" referrerpolicy=\"no-referrer\">数据方面，投资者需要关注<b>美国的初请失业金人数变动</b>。<b>申领失业救济人数或将继续呈下降趋势，</b>因为许多州的补充失业救济福利到期后，美国人求职意愿增强。</p>\n<p>财报方面，<b><a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/BB\">黑莓</a>、<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>将公布新一季财报。</b></p>\n<p>新股方面，<b>社交元宇宙第一股<a href=\"https://laohu8.com/S/SSR\">Soul</a>将登陆纳斯达克上市。</b></p>\n<p>此外，<b>FOMC永久票委、纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将分别发表讲话，投资者也需要重点关注。</b></p>\n<p><b>周五（6月25日）关键词：美国5月PCE数据</b><img src=\"https://static.tigerbbs.com/c6539b1d406c9cd4841b089f661b184f\" tg-width=\"633\" tg-height=\"392\" referrerpolicy=\"no-referrer\">周五，市场将迎来美联储重点监控的两个数据之一——<b>美国PCE物价指数，这是衡量美国民间消费通胀的关键指标。</b></p>\n<p>5月份的个人收入和支出报告将显示美国人在多大程度上试图弥补大流行期间的缺失。虽然最新的零售销售报告显示上月商品消费下降，但即将发布的数据可能表明服务业的加速增长弥补了商品支出的损失。</p>\n<p>财报方面，<b><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>、<a href=\"https://laohu8.com/S/02158\">医渡科技</a>将公布新一季财报</b>，投资者可作关注。</p>","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>前瞻：鲍威尔携手美国核心通胀数据重磅来袭</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前瞻：鲍威尔携手美国核心通胀数据重磅来袭\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\">2021-06-20 18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>摘要：</b></p>\n<blockquote>\n <b>经济数据方面：</b>中国LPR利率、美国PCE物价指数、美国初请失业金人数、美国Markit制造业PMI初值...\n</blockquote>\n<blockquote>\n <b>新股方面：</b>中国领先的数字货运平台“满帮”、“社交元宇宙第一股”Soul即将上市；\n</blockquote>\n<blockquote>\n <b>事件方面：</b>美联储主席鲍威尔携手多位美联储官员密集发表讲话；\n</blockquote>\n<blockquote>\n <b>财报方面：</b>耐克、黑莓、晶科能源、医渡科技等多家公司将公布财报。\n</blockquote>\n<p><b>周一（6月21日）关键词：中国LPR利率</b></p>\n<p><b>周一经济数据较少，主要留意中国的LPR利率数据。</b></p>\n<p>彭博亚洲经济学家团队撰文称，中国人民银行最近一次中期借贷便利(MLF)操作利率持稳，表明贷款市场报价利率(LPR)6月份将维持不变。中国最新的经济活动数据没有给央行改变政策轨道提供紧迫的理由。</p>\n<p><b>中国一年期贷款市场报价利率（银行对企业贷款参考利率）6月份可能维持在3.85%。五年期LPR（抵押贷款参考利率）可能维持在4.65%。</b></p>\n<p><b>周一风险事件也比较少，欧洲时段主要留意英国央行官员讲话，其中审慎监管副行长伍兹就气候风险情景规划发表讲话，金融科技总监 Tom Mutton 就加密资产、稳定币和数字货币发表讲话。</b></p>\n<p>纽约时段，<b>FOMC永久票委、纽约联储主席威廉姆斯在银行业大会上发表讲话，</b>需要予以关注。</p>\n<p><b>周二（6月22日）关键词：美联储主席鲍威尔讲话</b><img src=\"https://static.tigerbbs.com/78c64fef53276362a340b4399b87f3b7\" tg-width=\"627\" tg-height=\"209\" referrerpolicy=\"no-referrer\">周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。</p>\n<p>相对而言，美联储官员的讲话更加值得关注，一般在美联储决议后的一周，美联储官员会陆续发表讲话，投资者可以从中获取官员们对未来货币政策的更多细节。</p>\n<p>纽约时段，<b>美联储主席鲍威尔将在国会就新冠疫情应对措施和经济前景发表讲话。</b>这将是市场关注的焦点所在。</p>\n<p>美联储主席鲍威尔6月17日在美联储利率决议后新闻发布会上指出，经济复原程度足以让美联储开始缩减月度购债之前，还有一段长路要走，他并称讨论中甚至没有提到升息时点。相对而言，鲍威尔的态度比美联储决议要稍微鸽派一点，如果鲍威尔发表更加鸽派的讲话，则需要提防美元回调、金价反弹的风险。</p>\n<p><b>周三（6月23日）关键词：欧美6月Markit制造业PMI初值</b><img src=\"https://static.tigerbbs.com/a1ada5dfc03bdde86a678460e27d6a51\" tg-width=\"625\" tg-height=\"628\" referrerpolicy=\"no-referrer\"><b>美国将公布美国6月Markit制造业PMI初值</b>。<b>市场预计美国6月Markit制造业PMI将小幅回落至61.8，但仍处于历史较高水平，仍偏向利好股市、大宗商品和风险资产。</b></p>\n<p>此外，<b>美联储理事鲍曼、亚特兰大联储主席博斯蒂克、波士顿联储主席罗森格伦将分别发表讲话，投资者也需要重点关注。</b></p>\n<p><b>周四（6月24日）关键词：初请数据、联储官员讲话、Soul上市、耐克/黑莓财报</b><img src=\"https://static.tigerbbs.com/a613c99edd05cba1056a8acb4759ac4f\" tg-width=\"628\" tg-height=\"471\" referrerpolicy=\"no-referrer\">数据方面，投资者需要关注<b>美国的初请失业金人数变动</b>。<b>申领失业救济人数或将继续呈下降趋势，</b>因为许多州的补充失业救济福利到期后，美国人求职意愿增强。</p>\n<p>财报方面，<b><a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/BB\">黑莓</a>、<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>将公布新一季财报。</b></p>\n<p>新股方面，<b>社交元宇宙第一股<a href=\"https://laohu8.com/S/SSR\">Soul</a>将登陆纳斯达克上市。</b></p>\n<p>此外，<b>FOMC永久票委、纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将分别发表讲话，投资者也需要重点关注。</b></p>\n<p><b>周五（6月25日）关键词：美国5月PCE数据</b><img src=\"https://static.tigerbbs.com/c6539b1d406c9cd4841b089f661b184f\" tg-width=\"633\" tg-height=\"392\" referrerpolicy=\"no-referrer\">周五，市场将迎来美联储重点监控的两个数据之一——<b>美国PCE物价指数，这是衡量美国民间消费通胀的关键指标。</b></p>\n<p>5月份的个人收入和支出报告将显示美国人在多大程度上试图弥补大流行期间的缺失。虽然最新的零售销售报告显示上月商品消费下降，但即将发布的数据可能表明服务业的加速增长弥补了商品支出的损失。</p>\n<p>财报方面，<b><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>、<a href=\"https://laohu8.com/S/02158\">医渡科技</a>将公布新一季财报</b>，投资者可作关注。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46744ceebcd5f9f6cbe09f85295d7cfe","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129554767","content_text":"摘要：\n\n经济数据方面：中国LPR利率、美国PCE物价指数、美国初请失业金人数、美国Markit制造业PMI初值...\n\n\n新股方面：中国领先的数字货运平台“满帮”、“社交元宇宙第一股”Soul即将上市；\n\n\n事件方面：美联储主席鲍威尔携手多位美联储官员密集发表讲话；\n\n\n财报方面：耐克、黑莓、晶科能源、医渡科技等多家公司将公布财报。\n\n周一（6月21日）关键词：中国LPR利率\n周一经济数据较少，主要留意中国的LPR利率数据。\n彭博亚洲经济学家团队撰文称，中国人民银行最近一次中期借贷便利(MLF)操作利率持稳，表明贷款市场报价利率(LPR)6月份将维持不变。中国最新的经济活动数据没有给央行改变政策轨道提供紧迫的理由。\n中国一年期贷款市场报价利率（银行对企业贷款参考利率）6月份可能维持在3.85%。五年期LPR（抵押贷款参考利率）可能维持在4.65%。\n周一风险事件也比较少，欧洲时段主要留意英国央行官员讲话，其中审慎监管副行长伍兹就气候风险情景规划发表讲话，金融科技总监 Tom Mutton 就加密资产、稳定币和数字货币发表讲话。\n纽约时段，FOMC永久票委、纽约联储主席威廉姆斯在银行业大会上发表讲话，需要予以关注。\n周二（6月22日）关键词：美联储主席鲍威尔讲话周二经济数据方面，主要关注英国6月CBI工业订单差值、美国5月成屋销售年化总数、欧元区6月消费者信心指数。\n相对而言，美联储官员的讲话更加值得关注，一般在美联储决议后的一周，美联储官员会陆续发表讲话，投资者可以从中获取官员们对未来货币政策的更多细节。\n纽约时段，美联储主席鲍威尔将在国会就新冠疫情应对措施和经济前景发表讲话。这将是市场关注的焦点所在。\n美联储主席鲍威尔6月17日在美联储利率决议后新闻发布会上指出，经济复原程度足以让美联储开始缩减月度购债之前，还有一段长路要走，他并称讨论中甚至没有提到升息时点。相对而言，鲍威尔的态度比美联储决议要稍微鸽派一点，如果鲍威尔发表更加鸽派的讲话，则需要提防美元回调、金价反弹的风险。\n周三（6月23日）关键词：欧美6月Markit制造业PMI初值美国将公布美国6月Markit制造业PMI初值。市场预计美国6月Markit制造业PMI将小幅回落至61.8，但仍处于历史较高水平，仍偏向利好股市、大宗商品和风险资产。\n此外，美联储理事鲍曼、亚特兰大联储主席博斯蒂克、波士顿联储主席罗森格伦将分别发表讲话，投资者也需要重点关注。\n周四（6月24日）关键词：初请数据、联储官员讲话、Soul上市、耐克/黑莓财报数据方面，投资者需要关注美国的初请失业金人数变动。申领失业救济人数或将继续呈下降趋势，因为许多州的补充失业救济福利到期后，美国人求职意愿增强。\n财报方面，耐克、黑莓、联邦快递将公布新一季财报。\n新股方面，社交元宇宙第一股Soul将登陆纳斯达克上市。\n此外，FOMC永久票委、纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将分别发表讲话，投资者也需要重点关注。\n周五（6月25日）关键词：美国5月PCE数据周五，市场将迎来美联储重点监控的两个数据之一——美国PCE物价指数，这是衡量美国民间消费通胀的关键指标。\n5月份的个人收入和支出报告将显示美国人在多大程度上试图弥补大流行期间的缺失。虽然最新的零售销售报告显示上月商品消费下降，但即将发布的数据可能表明服务业的加速增长弥补了商品支出的损失。\n财报方面，晶科能源、医渡科技将公布新一季财报，投资者可作关注。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165182374,"gmtCreate":1624106270298,"gmtModify":1634010643077,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"好👌🏻","listText":"好👌🏻","text":"好👌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165182374","repostId":"2144708764","repostType":4,"repost":{"id":"2144708764","kind":"highlight","pubTimestamp":1624074170,"share":"https://ttm.financial/m/news/2144708764?lang=&edition=full","pubTime":"2021-06-19 11:42","market":"us","language":"zh","title":"高传染性横扫全球！美英德警告Delta变异株很快将成主流","url":"https://stock-news.laohu8.com/highlight/detail?id=2144708764","media":"华尔街见闻","summary":"Delta变种更具传染性，最容易感染的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。","content":"<p>6月18日，据深圳卫健委消息，该市新增两例新冠肺炎病例，其中一例为Delta变异株。</p>\n<p>此前，随着新冠疫苗的稳步接种，全球新增新冠病例数量显著放缓，各国经济也逐渐恢复和开放。但这种新变异毒株——Delta变异株（B.1.617.2）的袭来正在打破这一宁静。</p>\n<p>Delta变异株相比原始毒株更具传染性。该变体于去年10月首次在印度发现，被认为是造成今年4月和5月印度暴发超大型疫情的关键原因。</p>\n<h2>Delta变异株分布情况</h2>\n<p>据华尔街日报，Delta变异株目前已分布在全球约70多个国家和地区。</p>\n<p><b>美国方面</b>，据华尔街日报：</p>\n<blockquote>\n 美国疾病控制与预防中心（CDC）主任周Rochelle Walensky五表示，高度传染性的Delta变异株可能很快就会成为美国冠状病毒的主要毒株。CDC最新数据估计，Delta亚型占美国新冠肺炎报告病例的9.9%，而Alpha亚型（之前在英国发现的变异毒株）占65.5%。由于对该病毒进行的基因分析相对较少，很难了解新型冠状病毒变异的真实流行情况。“它比我们这里的 Alpha 变体更容易传播，” Rochelle Walensky博士在接受美国广播公司新闻采访时告诉早安美国。“我们看到它在一两个月内迅速成为主要毒株，我预计这将是这里的Delta毒株发生的情况。”据CDC的最新数据，1.43 亿人，即美国成年人口的 55%，已全面接种疫苗。最近几周疫苗接种率有所放缓，地区数量差异很大。位居榜首的是佛蒙特州，那里 74% 的成年人口都接种了疫苗。在南部的部分地区，这些数字要低得多。在阿拉巴马州，40% 的成年人完全接种了疫苗，而在阿肯色州，这一比例为 42%。\n</blockquote>\n<p><b>英国方面</b>，据路透社：</p>\n<blockquote>\n 据英国机构Public Health England6月3日发布的风险评估，称该变体似乎比导致Covid-19的病毒的原始版本更具传播性，现在是英国的主要毒株。自6月初以来，英国每天的Covid-19病例数增加了一倍多，达到7500例。Delta变异株造成了 90% 以上的新病例。英国首相鲍里斯·约翰逊于6月14日宣布，将取消限制计划延迟到7月，并警告说由于传染性更强的Delta变体的迅速传播，如果他不采取任何措施，可能会有数千人死亡。这对依赖旅行业和服务业产占GPD近11%的英国经济产生了影响，这种依赖程度高于国际同行。相比之下，美国已经全面重新开放：除了康涅狄格州等少数几个限制室内用餐的州外，日常活动基本恢复正常。\n</blockquote>\n<p><b>德国方面</b>，据德国之声：</p>\n<blockquote>\n 德国罗伯特科赫传染病研究所（RKI）负责人Lothar Wieler表示，尽管在印度首次发现的Delta变体仅占当前病例的6%，但“其占比正在增长”。Wieler表示，他预计Delta变体将最迟在秋季“受到最严重的打击，这不是Delta是否会成为主导的问题，而是何时成为主流的问题。”德国当局周五就Delta变异株发出去全国性警告。德国最高公共卫生官员敦促人们继续在室内戴口罩并接种疫苗。德国卫生部长Jans Spahn说，传染性更强的Delta变异株在英国的传播表明接种两剂疫苗而不是一种疫苗的重要性。目前，德国只有不到 30% 的人口接受过两次注射。根据 RKI 的数据，周五德国病例数增加了 1076例，达到3720031例，死亡人数增加了91例，达到90270例。\n</blockquote>\n<p><b>东南亚方面</b>，除了印度，据华尔街日报，</p>\n<blockquote>\n Delta变异株正在印度尼西亚的三个地区——雅加达、爪哇岛、邦卡兰广泛转播。印度尼西亚追踪变异传播的能力有限，因此很难衡量Delta变异株在这个拥有 2.7 亿人口的群岛国家中的传播范围。医学专家表示，如果继续增长，可能会使医疗保健系统不堪重负。不到 5% 的印度尼西亚人完全接种了疫苗。印度尼西亚卫生部表示，目前这波疫情主要是由上个月开斋节期间的旅行和庆祝活动引起的，但Delta变体导致了病例数的激增。古突士（Kudus ），一个印度尼西亚爪哇岛中北部有着90万人的地区，出现了自大流行以来最糟糕的情况，随着5月下旬感染人数激增，医院将普通病房改造成隔离室。过去一个月约有 400 名医护人员被感染。官方数据显示，到6月的第二周，该地区每天有20人死于Covid-19。古突士的942例Covid-19 死亡中有五分之一发生在过去10天内。基因组测序显示，最近分析的34个Covid-19样本中有28个属于Delta毒株。\n</blockquote>\n<h2>疫苗接种意义</h2>\n<p>据巴伦周刊，早期信息表明，完全接种疫苗的人对Delta变异株具有较强的免疫力，Delta变异株对未接种疫苗和接种部分疫苗的人构成了严重威胁。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师David Mackie在周一的研报中写道：</p>\n<blockquote>\n Delta变种更具传染性，最容易感染变体B. 1.617.2 的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。\n</blockquote>\n<p>根据英国机构Public Health England 6月3日发布的风险评估，由Delta变异株引起的病例可能存在更高的住院风险。</p>\n<p>英国公共卫生部表示，单剂疫苗对Delta变异株的防护作用明显低于对其他版本病毒的保护作用，两剂疫苗可提供更多保护。</p>\n<p>英国公共卫生部发表的一篇尚未经过同行评审的论文中称，在接种单剂<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>或<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗后，疫苗对Delta变体的防护有效性为33.5%，对Alpha变体的有效性为51.1。而在接种两剂辉瑞疫苗后，对Delta变体的有效率为 87.9%，对Alpha变体的有效率为 93.4%，差异显著缩小。</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>高传染性横扫全球！美英德警告Delta变异株很快将成主流</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; 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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高传染性横扫全球！美英德警告Delta变异株很快将成主流\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 11:42 北京时间 <a href=https://wallstreetcn.com/articles/3633317><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月18日，据深圳卫健委消息，该市新增两例新冠肺炎病例，其中一例为Delta变异株。\n此前，随着新冠疫苗的稳步接种，全球新增新冠病例数量显著放缓，各国经济也逐渐恢复和开放。但这种新变异毒株——Delta变异株（B.1.617.2）的袭来正在打破这一宁静。\nDelta变异株相比原始毒株更具传染性。该变体于去年10月首次在印度发现，被认为是造成今年4月和5月印度暴发超大型疫情的关键原因。\nDelta...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633317\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633317","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144708764","content_text":"6月18日，据深圳卫健委消息，该市新增两例新冠肺炎病例，其中一例为Delta变异株。\n此前，随着新冠疫苗的稳步接种，全球新增新冠病例数量显著放缓，各国经济也逐渐恢复和开放。但这种新变异毒株——Delta变异株（B.1.617.2）的袭来正在打破这一宁静。\nDelta变异株相比原始毒株更具传染性。该变体于去年10月首次在印度发现，被认为是造成今年4月和5月印度暴发超大型疫情的关键原因。\nDelta变异株分布情况\n据华尔街日报，Delta变异株目前已分布在全球约70多个国家和地区。\n美国方面，据华尔街日报：\n\n 美国疾病控制与预防中心（CDC）主任周Rochelle Walensky五表示，高度传染性的Delta变异株可能很快就会成为美国冠状病毒的主要毒株。CDC最新数据估计，Delta亚型占美国新冠肺炎报告病例的9.9%，而Alpha亚型（之前在英国发现的变异毒株）占65.5%。由于对该病毒进行的基因分析相对较少，很难了解新型冠状病毒变异的真实流行情况。“它比我们这里的 Alpha 变体更容易传播，” Rochelle Walensky博士在接受美国广播公司新闻采访时告诉早安美国。“我们看到它在一两个月内迅速成为主要毒株，我预计这将是这里的Delta毒株发生的情况。”据CDC的最新数据，1.43 亿人，即美国成年人口的 55%，已全面接种疫苗。最近几周疫苗接种率有所放缓，地区数量差异很大。位居榜首的是佛蒙特州，那里 74% 的成年人口都接种了疫苗。在南部的部分地区，这些数字要低得多。在阿拉巴马州，40% 的成年人完全接种了疫苗，而在阿肯色州，这一比例为 42%。\n\n英国方面，据路透社：\n\n 据英国机构Public Health England6月3日发布的风险评估，称该变体似乎比导致Covid-19的病毒的原始版本更具传播性，现在是英国的主要毒株。自6月初以来，英国每天的Covid-19病例数增加了一倍多，达到7500例。Delta变异株造成了 90% 以上的新病例。英国首相鲍里斯·约翰逊于6月14日宣布，将取消限制计划延迟到7月，并警告说由于传染性更强的Delta变体的迅速传播，如果他不采取任何措施，可能会有数千人死亡。这对依赖旅行业和服务业产占GPD近11%的英国经济产生了影响，这种依赖程度高于国际同行。相比之下，美国已经全面重新开放：除了康涅狄格州等少数几个限制室内用餐的州外，日常活动基本恢复正常。\n\n德国方面，据德国之声：\n\n 德国罗伯特科赫传染病研究所（RKI）负责人Lothar Wieler表示，尽管在印度首次发现的Delta变体仅占当前病例的6%，但“其占比正在增长”。Wieler表示，他预计Delta变体将最迟在秋季“受到最严重的打击，这不是Delta是否会成为主导的问题，而是何时成为主流的问题。”德国当局周五就Delta变异株发出去全国性警告。德国最高公共卫生官员敦促人们继续在室内戴口罩并接种疫苗。德国卫生部长Jans Spahn说，传染性更强的Delta变异株在英国的传播表明接种两剂疫苗而不是一种疫苗的重要性。目前，德国只有不到 30% 的人口接受过两次注射。根据 RKI 的数据，周五德国病例数增加了 1076例，达到3720031例，死亡人数增加了91例，达到90270例。\n\n东南亚方面，除了印度，据华尔街日报，\n\n Delta变异株正在印度尼西亚的三个地区——雅加达、爪哇岛、邦卡兰广泛转播。印度尼西亚追踪变异传播的能力有限，因此很难衡量Delta变异株在这个拥有 2.7 亿人口的群岛国家中的传播范围。医学专家表示，如果继续增长，可能会使医疗保健系统不堪重负。不到 5% 的印度尼西亚人完全接种了疫苗。印度尼西亚卫生部表示，目前这波疫情主要是由上个月开斋节期间的旅行和庆祝活动引起的，但Delta变体导致了病例数的激增。古突士（Kudus ），一个印度尼西亚爪哇岛中北部有着90万人的地区，出现了自大流行以来最糟糕的情况，随着5月下旬感染人数激增，医院将普通病房改造成隔离室。过去一个月约有 400 名医护人员被感染。官方数据显示，到6月的第二周，该地区每天有20人死于Covid-19。古突士的942例Covid-19 死亡中有五分之一发生在过去10天内。基因组测序显示，最近分析的34个Covid-19样本中有28个属于Delta毒株。\n\n疫苗接种意义\n据巴伦周刊，早期信息表明，完全接种疫苗的人对Delta变异株具有较强的免疫力，Delta变异株对未接种疫苗和接种部分疫苗的人构成了严重威胁。\n摩根大通分析师David Mackie在周一的研报中写道：\n\n Delta变种更具传染性，最容易感染变体B. 1.617.2 的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。\n\n根据英国机构Public Health England 6月3日发布的风险评估，由Delta变异株引起的病例可能存在更高的住院风险。\n英国公共卫生部表示，单剂疫苗对Delta变异株的防护作用明显低于对其他版本病毒的保护作用，两剂疫苗可提供更多保护。\n英国公共卫生部发表的一篇尚未经过同行评审的论文中称，在接种单剂阿斯利康或辉瑞疫苗后，疫苗对Delta变体的防护有效性为33.5%，对Alpha变体的有效性为51.1。而在接种两剂辉瑞疫苗后，对Delta变体的有效率为 87.9%，对Alpha变体的有效率为 93.4%，差异显著缩小。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166548412,"gmtCreate":1624019774636,"gmtModify":1634024041136,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"讚","listText":"讚","text":"讚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166548412","repostId":"2144977627","repostType":2,"repost":{"id":"2144977627","kind":"news","pubTimestamp":1624017780,"share":"https://ttm.financial/m/news/2144977627?lang=&edition=full","pubTime":"2021-06-18 20:03","market":"us","language":"zh","title":"亚马逊“铁血封号”还在继续 又有两个出海品牌被禁售","url":"https://stock-news.laohu8.com/highlight/detail?id=2144977627","media":"亿邦动力网","summary":"6月18日消息，亚马逊封号行动还在持续。亿邦动力搜索发现，目前，Apeman以及Homfa在亚马逊的产品链接均无法正常打开，页面显示“无货”或“Page not found”。而至于Apeman和Homfa被封的原因，目前亚马逊和卖家方面均为给出解释。不过，近期，亚马逊打击卖家索取虚假评论的行为是行业关注的焦点，此前多个被封号的品牌都是因为触发了这一机制。5月20日，亚马逊官方曾发布《致亚马逊全体卖家信》回应“封号”事件。","content":"<html><body><article><p>【亿邦动力讯】6月18日消息，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>封号行动还在持续。继Mpow、VicTsing、Austor、TopElek、Atmoko、TaoTronics、RAVPower等多个跨境电商大卖家旗下品牌被封后，今日，有从业者发现，同样来自某深圳大卖家的智能硬件品牌Apeman和家居品牌Homfa也遭遇了平台的“禁售”处理。</p><p>亿邦动力搜索发现，目前，Apeman以及Homfa在亚马逊的产品链接均无法正常打开，页面显示“无货”或“Page not found”。而至于Apeman和Homfa被封的原因，目前亚马逊和卖家方面均为给出解释。</p><p>不过，近期，亚马逊打击卖家索取虚假评论的行为是行业关注的焦点，此前多个被封号的品牌都是因为触发了这一机制。</p><p>5月20日，亚马逊官方曾发布《致亚马逊全体卖家信》回应“封号”事件。其表示，平台政策明确要求卖家不可滥用评论，为此暂停了部分卖家的销售权限；无论卖家业务规模大小、所在何地，平台规则和政策对所有卖家一视同仁；如果卖家认为亚马逊判断有误，可通过申诉渠道进行澄清，并提交未来将如何纠正违规行为的方案。</p><p>6月16日，亚马逊官方又发布了一封《打造值得信任的顾客评论体验》的公开信。其在公开信中表示，平台投入了大量资源阻止虚假或奖励性评论出现在商城中。“无论这些不良行为者业务规模如何、或者身处世界何地，我们都将采取行动阻止虚假评论。我们希望强调一点，亚马逊不会轻易做出取消销售权限的决定，也努力确保辨识虚假评论时的高准确度。”</p></article></body></html>","source":"tencent","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>亚马逊“铁血封号”还在继续 又有两个出海品牌被禁售</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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亚马逊“铁血封号”还在继续 又有两个出海品牌被禁售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 20:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061820071379c807a2&s=b><strong>亿邦动力网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【亿邦动力讯】6月18日消息，亚马逊封号行动还在持续。继Mpow、VicTsing、Austor、TopElek、Atmoko、TaoTronics、RAVPower等多个跨境电商大卖家旗下品牌被封后，今日，有从业者发现，同样来自某深圳大卖家的智能硬件品牌Apeman和家居品牌Homfa也遭遇了平台的“禁售”处理。亿邦动力搜索发现，目前，Apeman以及Homfa在亚马逊的产品链接均无法正常打开，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061820071379c807a2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dffe01d72356572c6df4fa7726ddb0c","relate_stocks":{"AMZN":"亚马逊","09086":"华夏纳指-U","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061820071379c807a2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2144977627","content_text":"【亿邦动力讯】6月18日消息，亚马逊封号行动还在持续。继Mpow、VicTsing、Austor、TopElek、Atmoko、TaoTronics、RAVPower等多个跨境电商大卖家旗下品牌被封后，今日，有从业者发现，同样来自某深圳大卖家的智能硬件品牌Apeman和家居品牌Homfa也遭遇了平台的“禁售”处理。亿邦动力搜索发现，目前，Apeman以及Homfa在亚马逊的产品链接均无法正常打开，页面显示“无货”或“Page not found”。而至于Apeman和Homfa被封的原因，目前亚马逊和卖家方面均为给出解释。不过，近期，亚马逊打击卖家索取虚假评论的行为是行业关注的焦点，此前多个被封号的品牌都是因为触发了这一机制。5月20日，亚马逊官方曾发布《致亚马逊全体卖家信》回应“封号”事件。其表示，平台政策明确要求卖家不可滥用评论，为此暂停了部分卖家的销售权限；无论卖家业务规模大小、所在何地，平台规则和政策对所有卖家一视同仁；如果卖家认为亚马逊判断有误，可通过申诉渠道进行澄清，并提交未来将如何纠正违规行为的方案。6月16日，亚马逊官方又发布了一封《打造值得信任的顾客评论体验》的公开信。其在公开信中表示，平台投入了大量资源阻止虚假或奖励性评论出现在商城中。“无论这些不良行为者业务规模如何、或者身处世界何地，我们都将采取行动阻止虚假评论。我们希望强调一点，亚马逊不会轻易做出取消销售权限的决定，也努力确保辨识虚假评论时的高准确度。”","news_type":1,"symbols_score_info":{"03086":0.6,"09086":0.6,"AMZN":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163180686,"gmtCreate":1623862384445,"gmtModify":1634026801528,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163180686","repostId":"2143603327","repostType":4,"repost":{"id":"2143603327","kind":"news","pubTimestamp":1623829755,"share":"https://ttm.financial/m/news/2143603327?lang=&edition=full","pubTime":"2021-06-16 15:49","market":"us","language":"zh","title":"《新股消息》传三巽控股本周寻求上市寻批 最快下周预路演","url":"https://stock-news.laohu8.com/highlight/detail?id=2143603327","media":"AAFN","summary":"据路透旗下《IFR》引述消息人士指，三巽控股寻求本周获批上市，筹最多1亿美元，倘获批将在下周进行预路演。三巽控股为内地房地产开发商，公司深耕安徽省的房地产市场，近年成功打入山东省和江苏省。截至2月28日，在内地12个城市有45个项目，土储达440万平方米，去年溢利为3.68亿元人民币，按年跌6.8%，保荐人为建银国际。(el/u) ~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据路透旗下《IFR》引述消息人士指，三巽控股寻求本周获批上市，筹最多1亿美元，倘获批将在下周进行预路演。三巽控股为内地房地产开发商，公司深耕安徽省的房地产市场，近年成功打入山东省和江苏省。截至2月28日，在内地12个城市有45个项目，土储达440万平方米，去年溢利为3.68亿元人民币，按年跌6.8%，保荐人为建银国际。(el/u) ~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","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>《新股消息》传三巽控股本周寻求上市寻批 最快下周预路演</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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《新股消息》传三巽控股本周寻求上市寻批 最快下周预路演\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 15:49 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105713&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据路透旗下《IFR》引述消息人士指，三巽控股寻求本周获批上市，筹最多1亿美元，倘获批将在下周进行预路演。三巽控股为内地房地产开发商，公司深耕安徽省的房地产市场，近年成功打入山东省和江苏省。截至2月28日，在内地12个城市有45个项目，土储达440万平方米，去年溢利为3.68亿元人民币，按年跌6.8%，保荐人为建银国际。(el/u) ~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105713&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/00b7d70423af402de8fcef957dcb2900","relate_stocks":{"00388":"香港交易所"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105713&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2143603327","content_text":"据路透旗下《IFR》引述消息人士指，三巽控股寻求本周获批上市，筹最多1亿美元，倘获批将在下周进行预路演。三巽控股为内地房地产开发商，公司深耕安徽省的房地产市场，近年成功打入山东省和江苏省。截至2月28日，在内地12个城市有45个项目，土储达440万平方米，去年溢利为3.68亿元人民币，按年跌6.8%，保荐人为建银国际。(el/u) ~阿思达克财经新闻网址: www.aastocks.com","news_type":1,"symbols_score_info":{"00388":0.9}},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160185839,"gmtCreate":1623774981721,"gmtModify":1634028396958,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"赞👍🏻","listText":"赞👍🏻","text":"赞👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160185839","repostId":"1134804844","repostType":4,"repost":{"id":"1134804844","kind":"news","pubTimestamp":1623770805,"share":"https://ttm.financial/m/news/1134804844?lang=&edition=full","pubTime":"2021-06-15 23:26","market":"us","language":"zh","title":"大摩预计通胀预期或已触顶，缩表临近该怎么投？","url":"https://stock-news.laohu8.com/highlight/detail?id=1134804844","media":"第一财经","summary":"年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。\n\n为何美国通胀数据创下13年新高仍未动摇投资者情绪？美债收益率为何不涨反跌？紧缩周期临近应该怎么投？这些都是盘桓在近期投资者心中的","content":"<div>\n<p>年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。\n\n为何美国通胀数据创下13年新高仍未动摇投资者情绪？美债收益率为何不涨反跌？紧缩周期临近应该怎么投？这些都是盘桓在近期投资者心中的巨大疑问。\n摩根士丹利最新表示，明年经济增长和通胀预计仍将相当强劲。然而，今年第一季度经历了异常旺盛的需求，可能标志着增长和通胀的上升速率已达峰值。美国市场似乎也认同这一点，债券收益率因此触顶回落，...</p>\n\n<a href=\"https://www.yicai.com/news/101082673.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>大摩预计通胀预期或已触顶，缩表临近该怎么投？</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大摩预计通胀预期或已触顶，缩表临近该怎么投？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:26 北京时间 <a href=https://www.yicai.com/news/101082673.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。\n\n为何美国通胀数据创下13年新高仍未动摇投资者情绪？美债收益率为何不涨反跌？紧缩周期临近应该怎么投？这些都是盘桓在近期投资者心中的巨大疑问。\n摩根士丹利最新表示，明年经济增长和通胀预计仍将相当强劲。然而，今年第一季度经历了异常旺盛的需求，可能标志着增长和通胀的上升速率已达峰值。美国市场似乎也认同这一点，债券收益率因此触顶回落，...</p>\n\n<a href=\"https://www.yicai.com/news/101082673.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/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://www.yicai.com/news/101082673.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134804844","content_text":"年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。\n\n为何美国通胀数据创下13年新高仍未动摇投资者情绪？美债收益率为何不涨反跌？紧缩周期临近应该怎么投？这些都是盘桓在近期投资者心中的巨大疑问。\n摩根士丹利最新表示，明年经济增长和通胀预计仍将相当强劲。然而，今年第一季度经历了异常旺盛的需求，可能标志着增长和通胀的上升速率已达峰值。美国市场似乎也认同这一点，债券收益率因此触顶回落，一些周期性较强的股票也出现盘整。在一季度盈利大幅上修后，大摩现在认为未来继续上修的空间有限，毕竟一季度发生的一些事情未来不太会重复——经济重启叠加巨大的财政刺激带动了消费，加密市场泡沫也强化了财富效应。\n市场预计，本周举行的美联储议息会议将开始讨论缩减买债规模的问题。随着紧缩周期不断临近，投资策略也不同于早周期，盈利增速将成主要驱动力。年初从成长到周期的轮动速度开始放缓，机构认为这一时期更应该均衡配置。\n通胀预期可能触顶\n数据显示，美国5月整体CPI同比大涨5%，超过预期的4.7%，增速创2008年8月以来最高；剔除不稳定的食品与能源价格的核心CPI年率达3.8%，同样超过市场预期的3.5%，增速创1992年以来新高。\n\n美国整体通胀率。来源：Wind，美国劳工部\n然而，在6月10日上述数据发布后，10年期美债收益率不涨反跌，收盘仅报1.454%。美股也照涨不误，标普500指数上周五收于4247.44点，距离突破历史新高的4249.74点仅一步之遥。\n大摩认为，这背后的原因可能在于，通胀预期或已经近乎见顶。\n摩根士丹利首席美股策略师威尔逊（Michael J Wilson）对记者表示，通胀保值债券（TIPS）市场此前已变得非常拥挤，特别是在零售市场，因此无论通胀数据结果如何，回调的时机已经成熟；盈亏平衡通胀率已经反映了市场对通胀的乐观预期，达到10年高点；此外，企业和消费者调查都表明，他们对通胀的预期发生了变化，认为通胀是更持续性的而非间歇性的，这一点很重要，因为预期可以导致行为变化。\n“尽管所有这些指标都大幅走高，但它们似乎也已见顶，10年期国债名义收益率和盈亏平衡收益率已触顶回落。这可能是一个早期信号，表明后续经济增长和通胀都可能不及目前过高的预期。”威尔逊称。\n影响这一预期的关键仍和需求水平有关。一季度高达1.9万亿美元的财政刺激拉动了消费，叠加加密货币扩张又带来了近1万亿美元的财富效应。但机构认为，这两种情况都不太可能在二、三季度重演，这也会逐步体现在经济增速和通胀数据上。\n从名义利率拆解来看，2月中旬之前，美债收益率快速攀升主要受通胀预期回升驱动。疫情后美国经济加速复苏，叠加拜登政府推岀的一轮轮大规模财政刺激，通胀预期不断升温，彼时实际利率受疫情反复等因素的影响持续磨底。\n在突破1.3%后，通胀预期趋于缓和，实际利率替代通胀预期成为推动美债收益率快速上行的核心因素，这也意味着彼时市场的关注点更多落在经济数据的改善上。近期美债收益率的下行，更多则源于通胀预期和实际利率的同步走弱。隐含通胀预期从5月峰值下降近19BP，与CPI连续两个月的大幅上涨形成了鲜明对比。显然，美联储官员以及美国财长耶伦关于“通胀上升是暂时的”的说法终于让市场开始买账了，投资者开始相信，供给短缺造成的涨价将会缓解，且服务性需求的攀升也不可能一直持续下去。\n\n另一些因素可能也在推动收益率下行。景顺首席全球市场策略师Kristina Hooper对记者表示，债市正在对某些国家的新冠肺炎疫情未能受控的担忧做出反应，尤其是在更令人担忧的Delta变异病毒株迅速传播的情况下，这可能会抑制经济增长。Delta变异病毒株占英国新病例的90%，并且很可能成为美国的主要毒株；此外，美国以外的投资者仍被美国国债所吸引，特别是考虑到欧元区的利率非常低。上周的一个催化剂是美元走软，这刺激了外国购买美国政府债券。\n紧缩周期前夕应均衡配置\n不过，通胀预期触顶并不代表通胀会很快下行，更不代表全球央行尤其是美联储永远不“收水”。\nKristina Hooper预计，本周举行的美联储议息会议将开始讨论缩减买债规模的问题，可能会在夏末的杰克逊·霍尔会议（Jackson Hole）上宣布缩表时间点，并于秋季开始实行。但市场可能还没有准备好接受这个消息，预计美债收益率可能在下半年上升。\n历史数据也显示，即使在经济增长动能见顶放缓、流动性边际收紧的时期，股市表现仍可能保持良好，盈利增长是驱动股价攀升的关键。当然回报往往会弱于经济强劲增长的时期。在行业配置上，比起在上一个阶段侧重于顺周期板块的配置，在当前的中周期，行业配置就需要在长期可持续成长和顺周期板块中求取平衡。\n年初以来，从成长到价值的板块轮动加速。但事实上，5月以来，早周期板块相较于标普500的表现已明显触顶回落，这也和美债收益率触顶回落的时间点吻合。\n\n大摩认为，在成长（growth）和价值/周期性行业（value）之间，后疫情时代的每股收益驱动因素将更加均衡，消费者服务、运输、能源和资本物品等板块预计将成为价值/周期板块的重要增长驱动力，这和过去两年有较大不同，当时每股收益增长主要集中在科技和通信服务。\n未来，更高的利润率预期主要是由科技、互联网和制药行业推动的。就不同板块对整体营业利润的贡献来看，科技公司仍占主导。具体而言，传媒和娱乐行业(以谷歌和脸书主导）的利润增长几乎占预期利润增长的四分之一，软件/服务占17%，零售服务占16%（其中亚马逊一家公司就贡献了近三分之二），半导体占12%，科技硬件占10%，制药占11%。\n之所以这一时期要均衡配置，也是因为从绝对角度看，大摩认为预期利润率涨幅最大的是科技股和一些周期性行业，部分周期性行业在经历了上半年的大涨后，后续行情仍有望延续，包括汽车、耐用消费品/服装、多元金融(资管公司、投行、经纪公司)、能源和材料等。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375035635,"gmtCreate":1619255389127,"gmtModify":1634287407594,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"Hmn..","listText":"Hmn..","text":"Hmn..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375035635","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376579764,"gmtCreate":1619139135858,"gmtModify":1634288279508,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"No....","listText":"No....","text":"No....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376579764","repostId":"2129336573","repostType":4,"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371417127,"gmtCreate":1618965429169,"gmtModify":1634289580819,"author":{"id":"3581645065837836","authorId":"3581645065837836","name":"WEESIN","avatar":"https://static.tigerbbs.com/d73ba96f840e09200092b3cc1f5cc3bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645065837836","authorIdStr":"3581645065837836"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371417127","repostId":"2128846612","repostType":4,"repost":{"id":"2128846612","kind":"highlight","pubTimestamp":1618928102,"share":"https://ttm.financial/m/news/2128846612?lang=&edition=full","pubTime":"2021-04-20 22:15","market":"us","language":"en","title":"Better Buy: Micron Technology vs. AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2128846612","media":"Motley Fool","summary":"Between these two high-growth companies with different experiences on the stock market, which one should you buy?","content":"<p><b>Micron Technology</b> (NASDAQ:MU) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) have been heading in different directions on the stock market so far in 2021. While memory specialist Micron has soared despite the sell-off in tech stocks, AMD's stock price has pulled back by double-digit percentages, despite solid indications that it will continue to grow at a rapid pace this year.</p>\n<p>However, when you take a closer look at the prospects of the two chipmakers, it's hard to choose <a href=\"https://laohu8.com/S/AONE\">one</a> over the other, despite their divergent fortunes. Read on to find out which <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these two stocks you should be buying right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbfd905ed010528381751f26b237cc75\" tg-width=\"720\" tg-height=\"387\"><span>MU data by YCharts.</span></p>\n<h2>The case for Micron Technology</h2>\n<p>Micron Technology has taken advantage of the favorable supply-and-demand conditions in the memory market in the wake of the novel coronavirus pandemic. Supply disruptions and strong demand for memory chips have sent the prices of DRAM (dynamic random access memory) and NAND flash memory soaring, helping Micron turn its fortunes around over the past year.</p>\n<p>This tailwind has recently helped Micron deliver terrific results. The company's fiscal second-quarter revenue and earnings increased nicely year over year, and the company also delivered solid guidance. Micron's revenue shot up 30% year over year last quarter, and soaring memory prices sent the company's adjusted earnings to $0.98 per share from $0.45 per share in the year-ago period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25e53ee3d89962c26fe37ee2fc717861\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images</span></p>\n<p>Non-GAAP gross margin was up to 32.9% last quarter, an increase of 3.8 percentage points over the year-ago quarter. Micron is anticipating $7.1 billion in revenue this quarter, which would translate into 31% year-over-year growth. The company expects earnings of $1.62 per share this quarter, which would be nearly double the year-ago quarter's figure of $0.82 per share.</p>\n<p>Micron should be able to sustain this impressive momentum in the coming quarters as well, as the demand for memory chips is anticipated to grow faster than the supply. Micron estimates that the DRAM market will remain severely undersupplied in 2021, as supply growth won't be as strong as the bit demand growth of 20%. This isn't surprising, as DRAM manufacturers reportedly cut capital expenses by 20% in 2020, according to IC Insights.</p>\n<p>This bodes well for Micron, as the company gets 71% of its revenue from the DRAM space. However, Micron isn't very upbeat about the NAND market's prospects, pointing out that supply growth is going to exceed demand until there are capital expenditure cuts. But the overall picture appears to be bright, as the DRAM market should remain in strong shape for the remainder of the year and drive the bulk of Micron's growth.</p>\n<p>Memory market intelligence provider TrendForce expects PC DRAM contract prices to grow at a faster pace of 13%-18% in the second quarter after an increase of 3% to 8% in the first quarter. Server DRAM prices are also expected to clock 20% growth this quarter. Meanwhile, <b>UBS</b> analysts estimate that even NAND flash prices will continue to improve throughout the year, while the DRAM price growth shouldn't lose steam.</p>\n<p>So the stage seems set for Micron to keep delivering solid results as the year progresses.</p>\n<h2>The case for AMD</h2>\n<p>AMD is also set for a blockbuster year in 2021. It is sitting on several catalysts, ranging from PCs to servers to gaming consoles to graphics cards. But investors haven't shown much confidence in the stock, and the tech sell-off and positive developments at <b>Intel</b> have hamstrung AMD's stock market performance so far this year. But investors shouldn't write off this fast-growing chipmaker just yet.</p>\n<p>That's because AMD is unlikely to lose ground to Intel anytime soon, and could exit the year with a bigger share of the CPU market. For instance, Hans Mosesmann of Rosenblatt Securities projects AMD to corner half of the CPU market by the end of the year, compared to its 22.4% share at the end of the third quarter of 2020. What's more, AMD is enjoying stronger pricing power over Intel, indicating that the company could enjoy a combination of higher volumes and better pricing this year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44beed20dd3bd07dcaf901ecff73656b\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>On the other hand, AMD's data center prospects are looking up since the launch of its latest EPYC 7003 series processors, which are reportedly twice as fast as Intel's offerings, according to third-party tests. AMD could score huge financial gains in the data center market, as it is a much smaller player than Intel. And it seems well on its way to doing that, as several cloud service providers and original equipment manufacturers (OEMs) have already lined up to buy the EPYC 7003 chips, including the likes of <b>Alphabet</b>'s Google, <b>Microsoft</b>, <b>Lenovo</b>, <b>Cisco</b>, <b>Dell Technologies</b>, and <b>Amazon</b>, among others.</p>\n<p>Finally, the gaming console market is going to be another big growth driver for AMD this year, as sales of the new PlayStation 5 and Xbox Series X consoles are expected to explode in the coming years. The good news for AMD is that <b>Sony</b> and Microsoft are finding it difficult to keep up with demand, indicating that the chipmaker's newly-found momentum in the enterprise, embedded, and semi-custom (EESC) business is here to stay.</p>\n<p>Such a broad range of catalysts explains why AMD has called for 37% revenue growth in 2021, and it expects its non-GAAP gross margin to expand by 2 percentage points over last year. However, don't be surprised to see AMD clock a faster growth rate if its market share gains against Intel continue and the console market gains more steam.</p>\n<h2>The verdict</h2>\n<p>Both AMD and Micron Technology are on track to record strong financial growth this year and beyond. However, there are a couple of factors that investors may want to look at before choosing one of these high flyers.</p>\n<p>Micron, for instance, plies its trade in a cyclical industry. Demand-supply dynamics play a critical role in the company's financial performance, and it is prone to huge crashes in revenue and earnings when memory prices head south. We have already seen that Micron is wary of elevated capital expenditure levels hurting the price of NAND flash memory. A similar scenario in the DRAM market could turn the tide against Micron, though the good news is that the industry's capital outlay is expected to either remain flat or decline over 2020.</p>\n<p>So even though Micron is a cheaper bet, with a trailing price-to-earnings (P/E) ratio of 32 compared to AMD's multiple of 38, there is an element of market risk involved that needs to be actively monitored. Also, it is worth noting that AMD is expected to grow at a faster pace than Micron in the ongoing fiscal year, so the former's premium seems justified.</p>\n<p>Finally, AMD is not operating in a cyclical industry and is taking away market share from a bigger rival. As such, AMD seems like the more prudent bet over Micron from a long-term perspective, though investors looking for a growth stock with momentum on its side may be enticed by the memory specialist.</p>","source":"fool_stock","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>Better Buy: Micron Technology vs. AMD</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nBetter Buy: Micron Technology vs. AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 22:15 GMT+8 <a href=https://www.fool.com/investing/2021/04/20/better-buy-micron-technology-vs-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology (NASDAQ:MU) and Advanced Micro Devices (NASDAQ:AMD) have been heading in different directions on the stock market so far in 2021. While memory specialist Micron has soared despite ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/20/better-buy-micron-technology-vs-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/04/20/better-buy-micron-technology-vs-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128846612","content_text":"Micron Technology (NASDAQ:MU) and Advanced Micro Devices (NASDAQ:AMD) have been heading in different directions on the stock market so far in 2021. While memory specialist Micron has soared despite the sell-off in tech stocks, AMD's stock price has pulled back by double-digit percentages, despite solid indications that it will continue to grow at a rapid pace this year.\nHowever, when you take a closer look at the prospects of the two chipmakers, it's hard to choose one over the other, despite their divergent fortunes. Read on to find out which one of these two stocks you should be buying right now.\nMU data by YCharts.\nThe case for Micron Technology\nMicron Technology has taken advantage of the favorable supply-and-demand conditions in the memory market in the wake of the novel coronavirus pandemic. Supply disruptions and strong demand for memory chips have sent the prices of DRAM (dynamic random access memory) and NAND flash memory soaring, helping Micron turn its fortunes around over the past year.\nThis tailwind has recently helped Micron deliver terrific results. The company's fiscal second-quarter revenue and earnings increased nicely year over year, and the company also delivered solid guidance. Micron's revenue shot up 30% year over year last quarter, and soaring memory prices sent the company's adjusted earnings to $0.98 per share from $0.45 per share in the year-ago period.\nImage source: Getty Images\nNon-GAAP gross margin was up to 32.9% last quarter, an increase of 3.8 percentage points over the year-ago quarter. Micron is anticipating $7.1 billion in revenue this quarter, which would translate into 31% year-over-year growth. The company expects earnings of $1.62 per share this quarter, which would be nearly double the year-ago quarter's figure of $0.82 per share.\nMicron should be able to sustain this impressive momentum in the coming quarters as well, as the demand for memory chips is anticipated to grow faster than the supply. Micron estimates that the DRAM market will remain severely undersupplied in 2021, as supply growth won't be as strong as the bit demand growth of 20%. This isn't surprising, as DRAM manufacturers reportedly cut capital expenses by 20% in 2020, according to IC Insights.\nThis bodes well for Micron, as the company gets 71% of its revenue from the DRAM space. However, Micron isn't very upbeat about the NAND market's prospects, pointing out that supply growth is going to exceed demand until there are capital expenditure cuts. But the overall picture appears to be bright, as the DRAM market should remain in strong shape for the remainder of the year and drive the bulk of Micron's growth.\nMemory market intelligence provider TrendForce expects PC DRAM contract prices to grow at a faster pace of 13%-18% in the second quarter after an increase of 3% to 8% in the first quarter. Server DRAM prices are also expected to clock 20% growth this quarter. Meanwhile, UBS analysts estimate that even NAND flash prices will continue to improve throughout the year, while the DRAM price growth shouldn't lose steam.\nSo the stage seems set for Micron to keep delivering solid results as the year progresses.\nThe case for AMD\nAMD is also set for a blockbuster year in 2021. It is sitting on several catalysts, ranging from PCs to servers to gaming consoles to graphics cards. But investors haven't shown much confidence in the stock, and the tech sell-off and positive developments at Intel have hamstrung AMD's stock market performance so far this year. But investors shouldn't write off this fast-growing chipmaker just yet.\nThat's because AMD is unlikely to lose ground to Intel anytime soon, and could exit the year with a bigger share of the CPU market. For instance, Hans Mosesmann of Rosenblatt Securities projects AMD to corner half of the CPU market by the end of the year, compared to its 22.4% share at the end of the third quarter of 2020. What's more, AMD is enjoying stronger pricing power over Intel, indicating that the company could enjoy a combination of higher volumes and better pricing this year.\nImage source: Getty Images.\nOn the other hand, AMD's data center prospects are looking up since the launch of its latest EPYC 7003 series processors, which are reportedly twice as fast as Intel's offerings, according to third-party tests. AMD could score huge financial gains in the data center market, as it is a much smaller player than Intel. And it seems well on its way to doing that, as several cloud service providers and original equipment manufacturers (OEMs) have already lined up to buy the EPYC 7003 chips, including the likes of Alphabet's Google, Microsoft, Lenovo, Cisco, Dell Technologies, and Amazon, among others.\nFinally, the gaming console market is going to be another big growth driver for AMD this year, as sales of the new PlayStation 5 and Xbox Series X consoles are expected to explode in the coming years. The good news for AMD is that Sony and Microsoft are finding it difficult to keep up with demand, indicating that the chipmaker's newly-found momentum in the enterprise, embedded, and semi-custom (EESC) business is here to stay.\nSuch a broad range of catalysts explains why AMD has called for 37% revenue growth in 2021, and it expects its non-GAAP gross margin to expand by 2 percentage points over last year. However, don't be surprised to see AMD clock a faster growth rate if its market share gains against Intel continue and the console market gains more steam.\nThe verdict\nBoth AMD and Micron Technology are on track to record strong financial growth this year and beyond. However, there are a couple of factors that investors may want to look at before choosing one of these high flyers.\nMicron, for instance, plies its trade in a cyclical industry. Demand-supply dynamics play a critical role in the company's financial performance, and it is prone to huge crashes in revenue and earnings when memory prices head south. We have already seen that Micron is wary of elevated capital expenditure levels hurting the price of NAND flash memory. A similar scenario in the DRAM market could turn the tide against Micron, though the good news is that the industry's capital outlay is expected to either remain flat or decline over 2020.\nSo even though Micron is a cheaper bet, with a trailing price-to-earnings (P/E) ratio of 32 compared to AMD's multiple of 38, there is an element of market risk involved that needs to be actively monitored. Also, it is worth noting that AMD is expected to grow at a faster pace than Micron in the ongoing fiscal year, so the former's premium seems justified.\nFinally, AMD is not operating in a cyclical industry and is taking away market share from a bigger rival. As such, AMD seems like the more prudent bet over Micron from a long-term perspective, though investors looking for a growth stock with momentum on its side may be enticed by the memory specialist.","news_type":1,"symbols_score_info":{"AMD":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}