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JL1Apr
JL1Apr
·
2022-09-26
粘性物价指数。
本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭
本周(9.26-9.30)重磅财经事件:经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面,3B家居、
本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭
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JL1Apr
JL1Apr
·
2022-09-26
同意。
本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭
本周(9.26-9.30)重磅财经事件:经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面,3B家居、
本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭
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JL1Apr
JL1Apr
·
2022-09-24
You should be worried.
Why I'm Not Worried About the Stock Market
A lot of scary words have been floating around with "recession" and "inflation" at the top of the li
Why I'm Not Worried About the Stock Market
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JL1Apr
JL1Apr
·
2022-09-14
Why sell off only now? This was expected. It wouldn't get rosy with EPS either.
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JL1Apr
JL1Apr
·
2022-09-07
Shouldn't all be underweight?
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JL1Apr
JL1Apr
·
2022-08-05
Inflation bloated payroll makes any sense?
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JL1Apr
JL1Apr
·
2022-08-01
状况不明朗。等第三季后应该会明朗。
本周前瞻 | 阿里、西方石油等财报来袭!非农数据即将出炉
本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请
本周前瞻 | 阿里、西方石油等财报来袭!非农数据即将出炉
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JL1Apr
JL1Apr
·
2022-07-27
那应该持现金还是持股?
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JL1Apr
JL1Apr
·
2022-07-21
Blatant inside trading.
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JL1Apr
JL1Apr
·
2022-07-19
A resounding yes.
Is Alibaba Stock Worth Buying?
Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back
Is Alibaba Stock Worth Buying?
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referrerpolicy=\"no-referrer\"/></p><p>周一,投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。</p><blockquote>此前,波士顿联储主席柯林斯指出:我们还没有看到物价大幅回落,而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。</blockquote><p><b>9月27日 周二关键词:美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议</b><img src=\"https://static.tigerbbs.com/925f79c9c96f3910a4b7b1b489c0f8e2\" tg-width=\"948\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p><b>经济数据方面,</b>美国8月耐用品订单月率初值将公布,继PMI等宏观经济指标崩溃后,这是美国经济恶化的又一迹象,8月耐用品订单数据料继续低迷。</p><blockquote>美国7月耐用品订单环比初值增长0%,低于预期的0.8%,6月环比增速为2%(上修为2.2%),此前耐用品订单已经连续4个月上行。</blockquote><p><b>美联储动态方面</b>,克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话;美联储主席鲍威尔将出席数字货币专家小组会议。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/06678\">百德医疗</a>新股申购结束。</p><blockquote>百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一,公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。</blockquote><p><b>此外,事件方面,</b>卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。</p><p><b>9月28日 周三关键词:美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果</b><img src=\"https://static.tigerbbs.com/e785870b1e27eea32bc612e15054e856\" tg-width=\"954\" tg-height=\"897\" referrerpolicy=\"no-referrer\"/></p><p>周三,关注大宗商品的投资者可留意,<b>美国将公布当周API和EIA原油库存变动</b>,料继续录得增加。</p><blockquote>美国9月16日当周API原油库存增加103.5万桶,预期增加232万桶,前值增加603.5万桶。EIA报告显示,截至9月16日当周,美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。</blockquote><p><b>美联储动态方面,</b>旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。</p><blockquote>此前,旧金山联储主席戴利表示,宣布战胜通胀为时过早,<b>美联储明年不会很快降息。</b>欧洲央行行长拉加德近期表示,<b>欧洲央行将继续加息,不让高通胀影响经济行为并成为一个长期性问题。</b></blockquote><p><b>新股方面,</b><a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>新股申购结束。</p><blockquote>中创新航是领先的新能源科技企业,主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新,公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系,引领行业的进步及发展。</blockquote><blockquote>根据招股书介绍,公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商,<b>按照此前的融资,中创新航的估值超过了600亿。</b></blockquote><p><b>9月29日 周四关键词:美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市</b><img src=\"https://static.tigerbbs.com/6c309c9d8fcf15536724542288eec8a0\" tg-width=\"953\" tg-height=\"1157\" referrerpolicy=\"no-referrer\"/><b>周四,经济数据方面,</b>欧元区将公布9月经济景气指数,料继续保持低位。</p><blockquote>欧元区8月经济景气指数为97.6,<b>为该数据2021年2月以来的最低水平</b>,不及预期的98,7月数据也从99下修至98.9;多家研究机构预测,<b>受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速,欧元区经济未来陷入衰退的可能性较大。</b></blockquote><p>此外,美国当周初请失业金人数将公布。</p><blockquote>美国至9月17日当周初请失业金人数录得21.3万人,为2022年5月28日当周以来新低。预期21.8万人,前值21.3万人,修正值20.8万人。截至9月17日当周初的请失业金人数表明,<b>美国劳动力市场比几个月前看起来更强劲,这为美联储的货币紧缩提供了理由。</b></blockquote><p><b>美联储动态方面,</b>芝加哥联储主席埃文斯就经济现状与货币政策发表讲话;圣路易斯联储主席布拉德就美国经济前景发表讲话。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将于周四公布财报。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/02602\">万物云</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>将于周四登陆港交所。</p><p><b>9月30日 周五关键词:中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报</b><img src=\"https://static.tigerbbs.com/5dc15f24cbdf462ea7df55b7f7b69a29\" tg-width=\"950\" tg-height=\"1127\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面,</b>中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。</p><blockquote>核心PCE物价指数是美联储最为关注的通胀指标,这可能为我们提供美联储下一步行动的线索。</blockquote><p><b>美联储动态方面,</b>克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议;美联储副主席布雷纳德就金融稳定性发言。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于9月29日盘后公布财报。</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>本周前瞻 | “美联储最关注的通胀指标之一”PCE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本周前瞻 | “美联储最关注的通胀指标之一”PCE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\">2022-09-26 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>本周(9.26-9.30)重磅财经事件:</b></p><blockquote>经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。</blockquote><blockquote>财报方面,3B家居、美光科技、耐克等将公布财报。</blockquote><blockquote>新股方面,万物云、零跑汽车预计周四登陆港交所。</blockquote><blockquote>事件方面,理想汽车将于周五下午15:00举行L8发布会。</blockquote><blockquote>此外,投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。</blockquote><p><b>9月26日 周一关键词:波斯顿联储主席柯林斯发言</b><img src=\"https://static.tigerbbs.com/3a785a4739d9e13bd79fd1a6dd83d210\" tg-width=\"953\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>周一,投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。</p><blockquote>此前,波士顿联储主席柯林斯指出:我们还没有看到物价大幅回落,而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。</blockquote><p><b>9月27日 周二关键词:美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议</b><img src=\"https://static.tigerbbs.com/925f79c9c96f3910a4b7b1b489c0f8e2\" tg-width=\"948\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p><b>经济数据方面,</b>美国8月耐用品订单月率初值将公布,继PMI等宏观经济指标崩溃后,这是美国经济恶化的又一迹象,8月耐用品订单数据料继续低迷。</p><blockquote>美国7月耐用品订单环比初值增长0%,低于预期的0.8%,6月环比增速为2%(上修为2.2%),此前耐用品订单已经连续4个月上行。</blockquote><p><b>美联储动态方面</b>,克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话;美联储主席鲍威尔将出席数字货币专家小组会议。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/06678\">百德医疗</a>新股申购结束。</p><blockquote>百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一,公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。</blockquote><p><b>此外,事件方面,</b>卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。</p><p><b>9月28日 周三关键词:美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果</b><img src=\"https://static.tigerbbs.com/e785870b1e27eea32bc612e15054e856\" tg-width=\"954\" tg-height=\"897\" referrerpolicy=\"no-referrer\"/></p><p>周三,关注大宗商品的投资者可留意,<b>美国将公布当周API和EIA原油库存变动</b>,料继续录得增加。</p><blockquote>美国9月16日当周API原油库存增加103.5万桶,预期增加232万桶,前值增加603.5万桶。EIA报告显示,截至9月16日当周,美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。</blockquote><p><b>美联储动态方面,</b>旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。</p><blockquote>此前,旧金山联储主席戴利表示,宣布战胜通胀为时过早,<b>美联储明年不会很快降息。</b>欧洲央行行长拉加德近期表示,<b>欧洲央行将继续加息,不让高通胀影响经济行为并成为一个长期性问题。</b></blockquote><p><b>新股方面,</b><a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>新股申购结束。</p><blockquote>中创新航是领先的新能源科技企业,主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新,公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系,引领行业的进步及发展。</blockquote><blockquote>根据招股书介绍,公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商,<b>按照此前的融资,中创新航的估值超过了600亿。</b></blockquote><p><b>9月29日 周四关键词:美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市</b><img src=\"https://static.tigerbbs.com/6c309c9d8fcf15536724542288eec8a0\" tg-width=\"953\" tg-height=\"1157\" referrerpolicy=\"no-referrer\"/><b>周四,经济数据方面,</b>欧元区将公布9月经济景气指数,料继续保持低位。</p><blockquote>欧元区8月经济景气指数为97.6,<b>为该数据2021年2月以来的最低水平</b>,不及预期的98,7月数据也从99下修至98.9;多家研究机构预测,<b>受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速,欧元区经济未来陷入衰退的可能性较大。</b></blockquote><p>此外,美国当周初请失业金人数将公布。</p><blockquote>美国至9月17日当周初请失业金人数录得21.3万人,为2022年5月28日当周以来新低。预期21.8万人,前值21.3万人,修正值20.8万人。截至9月17日当周初的请失业金人数表明,<b>美国劳动力市场比几个月前看起来更强劲,这为美联储的货币紧缩提供了理由。</b></blockquote><p><b>美联储动态方面,</b>芝加哥联储主席埃文斯就经济现状与货币政策发表讲话;圣路易斯联储主席布拉德就美国经济前景发表讲话。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将于周四公布财报。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/02602\">万物云</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>将于周四登陆港交所。</p><p><b>9月30日 周五关键词:中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报</b><img src=\"https://static.tigerbbs.com/5dc15f24cbdf462ea7df55b7f7b69a29\" tg-width=\"950\" tg-height=\"1127\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面,</b>中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。</p><blockquote>核心PCE物价指数是美联储最为关注的通胀指标,这可能为我们提供美联储下一步行动的线索。</blockquote><p><b>美联储动态方面,</b>克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议;美联储副主席布雷纳德就金融稳定性发言。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于9月29日盘后公布财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117093409","content_text":"本周(9.26-9.30)重磅财经事件:经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面,3B家居、美光科技、耐克等将公布财报。新股方面,万物云、零跑汽车预计周四登陆港交所。事件方面,理想汽车将于周五下午15:00举行L8发布会。此外,投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。9月26日 周一关键词:波斯顿联储主席柯林斯发言周一,投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。此前,波士顿联储主席柯林斯指出:我们还没有看到物价大幅回落,而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。9月27日 周二关键词:美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议经济数据方面,美国8月耐用品订单月率初值将公布,继PMI等宏观经济指标崩溃后,这是美国经济恶化的又一迹象,8月耐用品订单数据料继续低迷。美国7月耐用品订单环比初值增长0%,低于预期的0.8%,6月环比增速为2%(上修为2.2%),此前耐用品订单已经连续4个月上行。美联储动态方面,克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话;美联储主席鲍威尔将出席数字货币专家小组会议。新股方面,百德医疗新股申购结束。百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一,公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。此外,事件方面,卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。9月28日 周三关键词:美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果周三,关注大宗商品的投资者可留意,美国将公布当周API和EIA原油库存变动,料继续录得增加。美国9月16日当周API原油库存增加103.5万桶,预期增加232万桶,前值增加603.5万桶。EIA报告显示,截至9月16日当周,美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。美联储动态方面,旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。此前,旧金山联储主席戴利表示,宣布战胜通胀为时过早,美联储明年不会很快降息。欧洲央行行长拉加德近期表示,欧洲央行将继续加息,不让高通胀影响经济行为并成为一个长期性问题。新股方面,中创新航、艾美疫苗新股申购结束。中创新航是领先的新能源科技企业,主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新,公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系,引领行业的进步及发展。根据招股书介绍,公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商,按照此前的融资,中创新航的估值超过了600亿。9月29日 周四关键词:美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市周四,经济数据方面,欧元区将公布9月经济景气指数,料继续保持低位。欧元区8月经济景气指数为97.6,为该数据2021年2月以来的最低水平,不及预期的98,7月数据也从99下修至98.9;多家研究机构预测,受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速,欧元区经济未来陷入衰退的可能性较大。此外,美国当周初请失业金人数将公布。美国至9月17日当周初请失业金人数录得21.3万人,为2022年5月28日当周以来新低。预期21.8万人,前值21.3万人,修正值20.8万人。截至9月17日当周初的请失业金人数表明,美国劳动力市场比几个月前看起来更强劲,这为美联储的货币紧缩提供了理由。美联储动态方面,芝加哥联储主席埃文斯就经济现状与货币政策发表讲话;圣路易斯联储主席布拉德就美国经济前景发表讲话。财报方面,3B家居将于周四公布财报。新股方面,万物云、零跑汽车将于周四登陆港交所。9月30日 周五关键词:中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报周五,经济数据方面,中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。核心PCE物价指数是美联储最为关注的通胀指标,这可能为我们提供美联储下一步行动的线索。美联储动态方面,克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议;美联储副主席布雷纳德就金融稳定性发言。财报方面,美光科技、耐克将于9月29日盘后公布财报。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661527377,"gmtCreate":1664153504800,"gmtModify":1664153506036,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"同意。","listText":"同意。","text":"同意。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661527377","repostId":"1117093409","repostType":2,"repost":{"id":"1117093409","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":1664146884,"share":"https://www.laohu8.com/m/news/1117093409?lang=&edition=full","pubTime":"2022-09-26 07:01","market":"sh","language":"zh","title":"本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1117093409","media":"老虎资讯综合","summary":"本周(9.26-9.30)重磅财经事件:经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面,3B家居、","content":"<html><head></head><body><p><b>本周(9.26-9.30)重磅财经事件:</b></p><blockquote>经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。</blockquote><blockquote>财报方面,3B家居、美光科技、耐克等将公布财报。</blockquote><blockquote>新股方面,万物云、零跑汽车预计周四登陆港交所。</blockquote><blockquote>事件方面,理想汽车将于周五下午15:00举行L8发布会。</blockquote><blockquote>此外,投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。</blockquote><p><b>9月26日 周一关键词:波斯顿联储主席柯林斯发言</b><img src=\"https://static.tigerbbs.com/3a785a4739d9e13bd79fd1a6dd83d210\" tg-width=\"953\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>周一,投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。</p><blockquote>此前,波士顿联储主席柯林斯指出:我们还没有看到物价大幅回落,而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。</blockquote><p><b>9月27日 周二关键词:美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议</b><img src=\"https://static.tigerbbs.com/925f79c9c96f3910a4b7b1b489c0f8e2\" tg-width=\"948\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p><b>经济数据方面,</b>美国8月耐用品订单月率初值将公布,继PMI等宏观经济指标崩溃后,这是美国经济恶化的又一迹象,8月耐用品订单数据料继续低迷。</p><blockquote>美国7月耐用品订单环比初值增长0%,低于预期的0.8%,6月环比增速为2%(上修为2.2%),此前耐用品订单已经连续4个月上行。</blockquote><p><b>美联储动态方面</b>,克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话;美联储主席鲍威尔将出席数字货币专家小组会议。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/06678\">百德医疗</a>新股申购结束。</p><blockquote>百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一,公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。</blockquote><p><b>此外,事件方面,</b>卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。</p><p><b>9月28日 周三关键词:美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果</b><img src=\"https://static.tigerbbs.com/e785870b1e27eea32bc612e15054e856\" tg-width=\"954\" tg-height=\"897\" referrerpolicy=\"no-referrer\"/></p><p>周三,关注大宗商品的投资者可留意,<b>美国将公布当周API和EIA原油库存变动</b>,料继续录得增加。</p><blockquote>美国9月16日当周API原油库存增加103.5万桶,预期增加232万桶,前值增加603.5万桶。EIA报告显示,截至9月16日当周,美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。</blockquote><p><b>美联储动态方面,</b>旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。</p><blockquote>此前,旧金山联储主席戴利表示,宣布战胜通胀为时过早,<b>美联储明年不会很快降息。</b>欧洲央行行长拉加德近期表示,<b>欧洲央行将继续加息,不让高通胀影响经济行为并成为一个长期性问题。</b></blockquote><p><b>新股方面,</b><a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>新股申购结束。</p><blockquote>中创新航是领先的新能源科技企业,主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新,公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系,引领行业的进步及发展。</blockquote><blockquote>根据招股书介绍,公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商,<b>按照此前的融资,中创新航的估值超过了600亿。</b></blockquote><p><b>9月29日 周四关键词:美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市</b><img src=\"https://static.tigerbbs.com/6c309c9d8fcf15536724542288eec8a0\" tg-width=\"953\" tg-height=\"1157\" referrerpolicy=\"no-referrer\"/><b>周四,经济数据方面,</b>欧元区将公布9月经济景气指数,料继续保持低位。</p><blockquote>欧元区8月经济景气指数为97.6,<b>为该数据2021年2月以来的最低水平</b>,不及预期的98,7月数据也从99下修至98.9;多家研究机构预测,<b>受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速,欧元区经济未来陷入衰退的可能性较大。</b></blockquote><p>此外,美国当周初请失业金人数将公布。</p><blockquote>美国至9月17日当周初请失业金人数录得21.3万人,为2022年5月28日当周以来新低。预期21.8万人,前值21.3万人,修正值20.8万人。截至9月17日当周初的请失业金人数表明,<b>美国劳动力市场比几个月前看起来更强劲,这为美联储的货币紧缩提供了理由。</b></blockquote><p><b>美联储动态方面,</b>芝加哥联储主席埃文斯就经济现状与货币政策发表讲话;圣路易斯联储主席布拉德就美国经济前景发表讲话。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将于周四公布财报。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/02602\">万物云</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>将于周四登陆港交所。</p><p><b>9月30日 周五关键词:中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报</b><img src=\"https://static.tigerbbs.com/5dc15f24cbdf462ea7df55b7f7b69a29\" tg-width=\"950\" tg-height=\"1127\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面,</b>中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。</p><blockquote>核心PCE物价指数是美联储最为关注的通胀指标,这可能为我们提供美联储下一步行动的线索。</blockquote><p><b>美联储动态方面,</b>克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议;美联储副主席布雷纳德就金融稳定性发言。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于9月29日盘后公布财报。</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>本周前瞻 | “美联储最关注的通胀指标之一”PCE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本周前瞻 | “美联储最关注的通胀指标之一”PCE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\">2022-09-26 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>本周(9.26-9.30)重磅财经事件:</b></p><blockquote>经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。</blockquote><blockquote>财报方面,3B家居、美光科技、耐克等将公布财报。</blockquote><blockquote>新股方面,万物云、零跑汽车预计周四登陆港交所。</blockquote><blockquote>事件方面,理想汽车将于周五下午15:00举行L8发布会。</blockquote><blockquote>此外,投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。</blockquote><p><b>9月26日 周一关键词:波斯顿联储主席柯林斯发言</b><img src=\"https://static.tigerbbs.com/3a785a4739d9e13bd79fd1a6dd83d210\" tg-width=\"953\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>周一,投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。</p><blockquote>此前,波士顿联储主席柯林斯指出:我们还没有看到物价大幅回落,而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。</blockquote><p><b>9月27日 周二关键词:美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议</b><img src=\"https://static.tigerbbs.com/925f79c9c96f3910a4b7b1b489c0f8e2\" tg-width=\"948\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p><b>经济数据方面,</b>美国8月耐用品订单月率初值将公布,继PMI等宏观经济指标崩溃后,这是美国经济恶化的又一迹象,8月耐用品订单数据料继续低迷。</p><blockquote>美国7月耐用品订单环比初值增长0%,低于预期的0.8%,6月环比增速为2%(上修为2.2%),此前耐用品订单已经连续4个月上行。</blockquote><p><b>美联储动态方面</b>,克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话;美联储主席鲍威尔将出席数字货币专家小组会议。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/06678\">百德医疗</a>新股申购结束。</p><blockquote>百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一,公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。</blockquote><p><b>此外,事件方面,</b>卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。</p><p><b>9月28日 周三关键词:美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果</b><img src=\"https://static.tigerbbs.com/e785870b1e27eea32bc612e15054e856\" tg-width=\"954\" tg-height=\"897\" referrerpolicy=\"no-referrer\"/></p><p>周三,关注大宗商品的投资者可留意,<b>美国将公布当周API和EIA原油库存变动</b>,料继续录得增加。</p><blockquote>美国9月16日当周API原油库存增加103.5万桶,预期增加232万桶,前值增加603.5万桶。EIA报告显示,截至9月16日当周,美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。</blockquote><p><b>美联储动态方面,</b>旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。</p><blockquote>此前,旧金山联储主席戴利表示,宣布战胜通胀为时过早,<b>美联储明年不会很快降息。</b>欧洲央行行长拉加德近期表示,<b>欧洲央行将继续加息,不让高通胀影响经济行为并成为一个长期性问题。</b></blockquote><p><b>新股方面,</b><a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>新股申购结束。</p><blockquote>中创新航是领先的新能源科技企业,主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新,公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系,引领行业的进步及发展。</blockquote><blockquote>根据招股书介绍,公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商,<b>按照此前的融资,中创新航的估值超过了600亿。</b></blockquote><p><b>9月29日 周四关键词:美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市</b><img src=\"https://static.tigerbbs.com/6c309c9d8fcf15536724542288eec8a0\" tg-width=\"953\" tg-height=\"1157\" referrerpolicy=\"no-referrer\"/><b>周四,经济数据方面,</b>欧元区将公布9月经济景气指数,料继续保持低位。</p><blockquote>欧元区8月经济景气指数为97.6,<b>为该数据2021年2月以来的最低水平</b>,不及预期的98,7月数据也从99下修至98.9;多家研究机构预测,<b>受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速,欧元区经济未来陷入衰退的可能性较大。</b></blockquote><p>此外,美国当周初请失业金人数将公布。</p><blockquote>美国至9月17日当周初请失业金人数录得21.3万人,为2022年5月28日当周以来新低。预期21.8万人,前值21.3万人,修正值20.8万人。截至9月17日当周初的请失业金人数表明,<b>美国劳动力市场比几个月前看起来更强劲,这为美联储的货币紧缩提供了理由。</b></blockquote><p><b>美联储动态方面,</b>芝加哥联储主席埃文斯就经济现状与货币政策发表讲话;圣路易斯联储主席布拉德就美国经济前景发表讲话。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将于周四公布财报。</p><p><b>新股方面,</b><a href=\"https://laohu8.com/S/02602\">万物云</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>将于周四登陆港交所。</p><p><b>9月30日 周五关键词:中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报</b><img src=\"https://static.tigerbbs.com/5dc15f24cbdf462ea7df55b7f7b69a29\" tg-width=\"950\" tg-height=\"1127\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面,</b>中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。</p><blockquote>核心PCE物价指数是美联储最为关注的通胀指标,这可能为我们提供美联储下一步行动的线索。</blockquote><p><b>美联储动态方面,</b>克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议;美联储副主席布雷纳德就金融稳定性发言。</p><p><b>财报方面,</b><a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于9月29日盘后公布财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117093409","content_text":"本周(9.26-9.30)重磅财经事件:经济数据方面,美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面,3B家居、美光科技、耐克等将公布财报。新股方面,万物云、零跑汽车预计周四登陆港交所。事件方面,理想汽车将于周五下午15:00举行L8发布会。此外,投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。9月26日 周一关键词:波斯顿联储主席柯林斯发言周一,投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。此前,波士顿联储主席柯林斯指出:我们还没有看到物价大幅回落,而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。9月27日 周二关键词:美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议经济数据方面,美国8月耐用品订单月率初值将公布,继PMI等宏观经济指标崩溃后,这是美国经济恶化的又一迹象,8月耐用品订单数据料继续低迷。美国7月耐用品订单环比初值增长0%,低于预期的0.8%,6月环比增速为2%(上修为2.2%),此前耐用品订单已经连续4个月上行。美联储动态方面,克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话;美联储主席鲍威尔将出席数字货币专家小组会议。新股方面,百德医疗新股申购结束。百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一,公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。此外,事件方面,卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。9月28日 周三关键词:美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果周三,关注大宗商品的投资者可留意,美国将公布当周API和EIA原油库存变动,料继续录得增加。美国9月16日当周API原油库存增加103.5万桶,预期增加232万桶,前值增加603.5万桶。EIA报告显示,截至9月16日当周,美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。美联储动态方面,旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。此前,旧金山联储主席戴利表示,宣布战胜通胀为时过早,美联储明年不会很快降息。欧洲央行行长拉加德近期表示,欧洲央行将继续加息,不让高通胀影响经济行为并成为一个长期性问题。新股方面,中创新航、艾美疫苗新股申购结束。中创新航是领先的新能源科技企业,主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新,公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系,引领行业的进步及发展。根据招股书介绍,公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商,按照此前的融资,中创新航的估值超过了600亿。9月29日 周四关键词:美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市周四,经济数据方面,欧元区将公布9月经济景气指数,料继续保持低位。欧元区8月经济景气指数为97.6,为该数据2021年2月以来的最低水平,不及预期的98,7月数据也从99下修至98.9;多家研究机构预测,受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速,欧元区经济未来陷入衰退的可能性较大。此外,美国当周初请失业金人数将公布。美国至9月17日当周初请失业金人数录得21.3万人,为2022年5月28日当周以来新低。预期21.8万人,前值21.3万人,修正值20.8万人。截至9月17日当周初的请失业金人数表明,美国劳动力市场比几个月前看起来更强劲,这为美联储的货币紧缩提供了理由。美联储动态方面,芝加哥联储主席埃文斯就经济现状与货币政策发表讲话;圣路易斯联储主席布拉德就美国经济前景发表讲话。财报方面,3B家居将于周四公布财报。新股方面,万物云、零跑汽车将于周四登陆港交所。9月30日 周五关键词:中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报周五,经济数据方面,中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。核心PCE物价指数是美联储最为关注的通胀指标,这可能为我们提供美联储下一步行动的线索。美联储动态方面,克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议;美联储副主席布雷纳德就金融稳定性发言。财报方面,美光科技、耐克将于9月29日盘后公布财报。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661270313,"gmtCreate":1663988572532,"gmtModify":1663988573985,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"You should be worried. ","listText":"You should be worried. ","text":"You should be worried.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/661270313","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://www.laohu8.com/m/news/2269657466?lang=&edition=full","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n","source":"thestreet_highlight","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>Why I'm Not Worried About the Stock Market</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\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8 <a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","COST":"好市多","MSFT":"微软","BK4503":"景林资产持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4136":"纸材料包装","BK4528":"SaaS概念","BK4516":"特朗普概念","DIS":"迪士尼","TGT":"塔吉特","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4577":"网络游戏","BK4538":"云计算","SBUX":"星巴克","BK4209":"餐馆","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","WMT":"沃尔玛","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4114":"综合货品商店","BK4524":"宅经济概念","BK4097":"系统软件","BK4155":"大卖场与超市","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","YUM":"Yum Brands","BK4567":"ESG概念"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1,"symbols_score_info":{"COST":1,"DIS":1,"MSFT":1,"SBUX":1,"TGT":1,"WMT":1,"YUM":1}},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663888842,"gmtCreate":1663085456987,"gmtModify":1663085463138,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Why sell off only now? This was expected. It wouldn't get rosy with EPS either. ","listText":"Why sell off only now? This was expected. It wouldn't get rosy with EPS either. ","text":"Why sell off only now? This was expected. It wouldn't get rosy with EPS either.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663888842","repostId":"1189570916","repostType":4,"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":669587432,"gmtCreate":1662521422927,"gmtModify":1662521428399,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Shouldn't all be underweight? ","listText":"Shouldn't all be underweight? ","text":"Shouldn't all be underweight?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669587432","repostId":"2265019711","repostType":4,"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":685297399,"gmtCreate":1659660269413,"gmtModify":1659660272673,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Inflation bloated payroll makes any sense? ","listText":"Inflation bloated payroll makes any sense? ","text":"Inflation bloated payroll makes any sense?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685297399","repostId":"2257189555","repostType":4,"isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682779140,"gmtCreate":1659319169085,"gmtModify":1659320780346,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"状况不明朗。等第三季后应该会明朗。","listText":"状况不明朗。等第三季后应该会明朗。","text":"状况不明朗。等第三季后应该会明朗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682779140","repostId":"1179267509","repostType":2,"repost":{"id":"1179267509","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":1659308909,"share":"https://www.laohu8.com/m/news/1179267509?lang=&edition=full","pubTime":"2022-08-01 07:08","market":"hk","language":"zh","title":"本周前瞻 | 阿里、西方石油等财报来袭!非农数据即将出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=1179267509","media":"老虎资讯综合","summary":"本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请","content":"<html><head></head><body><p>本周(8.1—8.5)重磅财经事件</p><blockquote><b>经济数据方面,</b>美国和欧元区7月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请失业金人数,以及美国7月非农和失业率。</blockquote><blockquote><b>财报方面,</b><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、AMD、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>以及巴菲特新晋爱股<a href=\"https://laohu8.com/S/OXY\">西方石油</a>将先后发布财报。</blockquote><blockquote>此外,<b>本周还需关注澳洲联储利率决议,英国央行利率决议,以及芝加哥联储主席埃文斯,圣路易斯联储主席布拉德等官员的讲话。</b></blockquote><p><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>8月1日 周一关键词:欧元区6月失业率,美国和欧元区7月Markit制造业PMI终值;汇丰控股财报</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>周一,<b>经济数据方面,</b>美国和欧元区将公布7月Markit制造业PMI终值,预计相对低迷,和初值相差不大。</p><blockquote>美国7月Markit制造业PMI初值录得52.3,虽然好于预期的52,但低于6月数值的52.7,创下2020年7月以来最低。</blockquote><p>财报方面,作为港股高分红股票之一的<a href=\"https://laohu8.com/S/00005.HK\">汇丰控股</a>将会发布财报;美股<a href=\"https://laohu8.com/S/ATVI.US\">动视暴雪</a>也将在8月1日美股盘后发布财报。</p><blockquote><a href=\"https://laohu8.com/S/C\">花旗</a>及中金均预测<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>2022年每股普通股中期息预测为8美仙,较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测,汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元,较2021年上半年108.39亿美元计,同比下跌24.6%至26.8%。</blockquote><p><b>事件方面,</b><b>美国众议院议长佩洛西即将开启亚洲行。</b>据澎湃新闻报道,美国众议院议长办公室官网公布佩洛西亚洲之行行程,称佩洛西率领一个国会代表团访问印度-太平洋地区,包括访问新加坡、马来西亚、韩国和日本。声明称,此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说,佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡,与哈莉玛总统和李显龙总理会面。</p><p><b>8月2日周二关键词:澳洲联储利率决议,芝加哥联储主席埃文斯发表讲话;动视暴雪、英国石油财报</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>周二,<b>经济数据方面,</b>澳洲联储将公布利率决议,以及美国JOLTs职位空缺。</p><blockquote>在7月22日至28日的调查中,受访的34位经济学家中有32位预测,澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来,澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大,为65或75个基点。</blockquote><p><b>事件方面,埃文斯主持媒体早餐会,投资者需关注他涉及经济和美联储货币政策的最新言论。</b></p><p><b>财报方面,美股<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a></b>将会在8月2日美股盘前公布财报。此外,巴菲特新晋爱股<a href=\"https://laohu8.com/S/OXY\">西方石油</a>,以及<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>将会在8月2日美股盘后公布财报。</p><blockquote>2022年7月27日西方石油宣布,将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外,根据最近3个月提供未来一年价格预测的12位分析师报告,西方石油公司的平均目标价为74.92美元,最高为90.00美元,最低为58.00美元。根据<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Neil Mehta的说法,西方石油公司继续持有有吸引力的自由现金流前景。</blockquote><p><b>8月3日周三关键词:美国6月耐用品订单月率修正值,截至7月29日当周API和EIA原油库存变动;西方石油财报</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>周三,<b>经济数据方面,</b>美国将公布6月耐用品订单月率修正值。</p><blockquote>美国5月耐用品订单月率 0.7%,预期0.1%,前值0.50%。5月份美国工厂耐用品订单增幅高于预期,表明即便在利率上升和对经济担忧加剧的情况下,企业投资迄今仍保持强劲。</blockquote><p>此外,<b>截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。</b></p><blockquote>美国至7月22日当周API原油库存减少403.7万桶,预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶,远超预期的减少103.7万桶,为5月底以来最大的美国原油库存降幅。</blockquote><p><b>事件方面,</b>圣路易斯联储主席布拉德向货币市场经销商发表讲话,投资者也需保持关注。</p><p><b>OPEC+举行第31次部长级会议。</b>OPEC+将于8月3日举行第31次部长级会议,决定9月的石油生产政策。该组织将决定是否听取美国的呼吁,为全球市场供应更多原油。在6月30日举行的第30次部长级会议上,曾决定将2022年8月石油总产量日均上调64.8万桶。</p><p><b>财报方面,</b>美股<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>将在8月3日美股盘前发布财报。此外,<a href=\"https://laohu8.com/S/MGM\">美高梅</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>将在8月3日美股盘后发布财报。</p><p><b>新股方面,</b>港股<a href=\"https://laohu8.com/S/09857\">柠萌影视</a>周三结束新股申购。</p><p><b>8月4日周四关键词:英国央行利率决议,美国截至7月30日当周初请失业金人数;阿里巴巴财报</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>周四,<b>经济数据方面,</b>英国央行将公布利率决议。</p><blockquote>调查显示,英国央行8月可能会避免更大幅度的加息,而是坚守25个基点的温和加息步伐,但这是一个非常艰难的决定。</blockquote><p>此外,<b>美国将公布截至7月30日当周初请、续请失业金人数等数据。</b></p><blockquote>截至7月23日当周,美国初次申请失业金人数减少5,000人,至25.6万人。媒体对经济学家进行的调查显示,申请人数的中位数预期25万人。</blockquote><blockquote>截至7月16日当周,续请失业金人数降至136万人。</blockquote><blockquote>虽然美国失业金申请人数四周来首次下降,但仍维持在去年11月以来最高水平附近,表明劳动力市场继续放缓。</blockquote><p><b>事件方面,欧洲央行将公布经济公报。</b></p><p><b>特斯拉召开2022年年度股东大会。</b>8月4日,特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动,预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示,特斯拉董事会寻求将授权普通股的数量增加到40亿股。</p><p><b>财报方面,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/COP\">康菲石油</a></b>等将在8月4日美股盘前公布财报。</p><blockquote><a href=\"https://laohu8.com/S/600030\">中信证券</a>分析认为,根据国家统计局数据,2022年4/5月我国社零总额同比下滑11.1%/6.7%,环比降幅收窄,实物商品网上零售额同比减少5.2%/增加7.0%,线上消费回暖。</blockquote><blockquote>预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元,同比增加4%/增加8%/增加7%;上调2023-2025财年净利润(Non-GAAP)预测至1,299 亿元/1,476 亿元/1,625 亿元,同比减少5%/增加14%/增加10%,现价对应公司港股PE(Non-GAAP)16倍/14倍/13倍。</blockquote><p><b>8月5日周五关键词:美国7月非农和失业率,克利夫兰联储主席梅斯特发表讲话</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面,</b>美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万,不及37.2万的前值,失业率为3.6%,和前值持平。</p><blockquote>此前,美国6月季调后新增非农就业人口为37.2万人,远高于市场预期的25万人,延续了今年以来就业增长的强劲势头;失业率为3.6%,与5月持平,仍维持在50年以来的低点附近,符合预期。</blockquote><p><b>事件方面,克利夫兰联储主席梅斯特将就货币政策发表讲话。</b></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>本周前瞻 | 阿里、西方石油等财报来袭!非农数据即将出炉</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本周前瞻 | 阿里、西方石油等财报来袭!非农数据即将出炉\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\">2022-08-01 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周(8.1—8.5)重磅财经事件</p><blockquote><b>经济数据方面,</b>美国和欧元区7月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请失业金人数,以及美国7月非农和失业率。</blockquote><blockquote><b>财报方面,</b><a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>、AMD、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>以及巴菲特新晋爱股<a href=\"https://laohu8.com/S/OXY\">西方石油</a>将先后发布财报。</blockquote><blockquote>此外,<b>本周还需关注澳洲联储利率决议,英国央行利率决议,以及芝加哥联储主席埃文斯,圣路易斯联储主席布拉德等官员的讲话。</b></blockquote><p><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>8月1日 周一关键词:欧元区6月失业率,美国和欧元区7月Markit制造业PMI终值;汇丰控股财报</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>周一,<b>经济数据方面,</b>美国和欧元区将公布7月Markit制造业PMI终值,预计相对低迷,和初值相差不大。</p><blockquote>美国7月Markit制造业PMI初值录得52.3,虽然好于预期的52,但低于6月数值的52.7,创下2020年7月以来最低。</blockquote><p>财报方面,作为港股高分红股票之一的<a href=\"https://laohu8.com/S/00005.HK\">汇丰控股</a>将会发布财报;美股<a href=\"https://laohu8.com/S/ATVI.US\">动视暴雪</a>也将在8月1日美股盘后发布财报。</p><blockquote><a href=\"https://laohu8.com/S/C\">花旗</a>及中金均预测<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>2022年每股普通股中期息预测为8美仙,较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测,汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元,较2021年上半年108.39亿美元计,同比下跌24.6%至26.8%。</blockquote><p><b>事件方面,</b><b>美国众议院议长佩洛西即将开启亚洲行。</b>据澎湃新闻报道,美国众议院议长办公室官网公布佩洛西亚洲之行行程,称佩洛西率领一个国会代表团访问印度-太平洋地区,包括访问新加坡、马来西亚、韩国和日本。声明称,此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说,佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡,与哈莉玛总统和李显龙总理会面。</p><p><b>8月2日周二关键词:澳洲联储利率决议,芝加哥联储主席埃文斯发表讲话;动视暴雪、英国石油财报</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>周二,<b>经济数据方面,</b>澳洲联储将公布利率决议,以及美国JOLTs职位空缺。</p><blockquote>在7月22日至28日的调查中,受访的34位经济学家中有32位预测,澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来,澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大,为65或75个基点。</blockquote><p><b>事件方面,埃文斯主持媒体早餐会,投资者需关注他涉及经济和美联储货币政策的最新言论。</b></p><p><b>财报方面,美股<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a></b>将会在8月2日美股盘前公布财报。此外,巴菲特新晋爱股<a href=\"https://laohu8.com/S/OXY\">西方石油</a>,以及<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>将会在8月2日美股盘后公布财报。</p><blockquote>2022年7月27日西方石油宣布,将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外,根据最近3个月提供未来一年价格预测的12位分析师报告,西方石油公司的平均目标价为74.92美元,最高为90.00美元,最低为58.00美元。根据<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Neil Mehta的说法,西方石油公司继续持有有吸引力的自由现金流前景。</blockquote><p><b>8月3日周三关键词:美国6月耐用品订单月率修正值,截至7月29日当周API和EIA原油库存变动;西方石油财报</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>周三,<b>经济数据方面,</b>美国将公布6月耐用品订单月率修正值。</p><blockquote>美国5月耐用品订单月率 0.7%,预期0.1%,前值0.50%。5月份美国工厂耐用品订单增幅高于预期,表明即便在利率上升和对经济担忧加剧的情况下,企业投资迄今仍保持强劲。</blockquote><p>此外,<b>截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。</b></p><blockquote>美国至7月22日当周API原油库存减少403.7万桶,预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶,远超预期的减少103.7万桶,为5月底以来最大的美国原油库存降幅。</blockquote><p><b>事件方面,</b>圣路易斯联储主席布拉德向货币市场经销商发表讲话,投资者也需保持关注。</p><p><b>OPEC+举行第31次部长级会议。</b>OPEC+将于8月3日举行第31次部长级会议,决定9月的石油生产政策。该组织将决定是否听取美国的呼吁,为全球市场供应更多原油。在6月30日举行的第30次部长级会议上,曾决定将2022年8月石油总产量日均上调64.8万桶。</p><p><b>财报方面,</b>美股<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>将在8月3日美股盘前发布财报。此外,<a href=\"https://laohu8.com/S/MGM\">美高梅</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>将在8月3日美股盘后发布财报。</p><p><b>新股方面,</b>港股<a href=\"https://laohu8.com/S/09857\">柠萌影视</a>周三结束新股申购。</p><p><b>8月4日周四关键词:英国央行利率决议,美国截至7月30日当周初请失业金人数;阿里巴巴财报</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>周四,<b>经济数据方面,</b>英国央行将公布利率决议。</p><blockquote>调查显示,英国央行8月可能会避免更大幅度的加息,而是坚守25个基点的温和加息步伐,但这是一个非常艰难的决定。</blockquote><p>此外,<b>美国将公布截至7月30日当周初请、续请失业金人数等数据。</b></p><blockquote>截至7月23日当周,美国初次申请失业金人数减少5,000人,至25.6万人。媒体对经济学家进行的调查显示,申请人数的中位数预期25万人。</blockquote><blockquote>截至7月16日当周,续请失业金人数降至136万人。</blockquote><blockquote>虽然美国失业金申请人数四周来首次下降,但仍维持在去年11月以来最高水平附近,表明劳动力市场继续放缓。</blockquote><p><b>事件方面,欧洲央行将公布经济公报。</b></p><p><b>特斯拉召开2022年年度股东大会。</b>8月4日,特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动,预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示,特斯拉董事会寻求将授权普通股的数量增加到40亿股。</p><p><b>财报方面,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/COP\">康菲石油</a></b>等将在8月4日美股盘前公布财报。</p><blockquote><a href=\"https://laohu8.com/S/600030\">中信证券</a>分析认为,根据国家统计局数据,2022年4/5月我国社零总额同比下滑11.1%/6.7%,环比降幅收窄,实物商品网上零售额同比减少5.2%/增加7.0%,线上消费回暖。</blockquote><blockquote>预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元,同比增加4%/增加8%/增加7%;上调2023-2025财年净利润(Non-GAAP)预测至1,299 亿元/1,476 亿元/1,625 亿元,同比减少5%/增加14%/增加10%,现价对应公司港股PE(Non-GAAP)16倍/14倍/13倍。</blockquote><p><b>8月5日周五关键词:美国7月非农和失业率,克利夫兰联储主席梅斯特发表讲话</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面,</b>美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万,不及37.2万的前值,失业率为3.6%,和前值持平。</p><blockquote>此前,美国6月季调后新增非农就业人口为37.2万人,远高于市场预期的25万人,延续了今年以来就业增长的强劲势头;失业率为3.6%,与5月持平,仍维持在50年以来的低点附近,符合预期。</blockquote><p><b>事件方面,克利夫兰联储主席梅斯特将就货币政策发表讲话。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","BK4201":"综合性石油与天然气企业","NUGT":"二倍做多黄金矿业指数ETF-Direxion","OXY":"西方石油","GDX":"黄金矿业ETF-VanEck",".SPX":"S&P 500 Index","HSBC":"汇丰","DUST":"二倍做空黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF","IAU":"黄金信托ETF(iShares)","BK4521":"英国银行股",".DJI":"道琼斯","BK4207":"综合性银行",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179267509","content_text":"本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请失业金人数,以及美国7月非农和失业率。财报方面,汇丰控股、阿里巴巴、动视暴雪、AMD、PayPal以及巴菲特新晋爱股西方石油将先后发布财报。此外,本周还需关注澳洲联储利率决议,英国央行利率决议,以及芝加哥联储主席埃文斯,圣路易斯联储主席布拉德等官员的讲话。8月1日 周一关键词:欧元区6月失业率,美国和欧元区7月Markit制造业PMI终值;汇丰控股财报周一,经济数据方面,美国和欧元区将公布7月Markit制造业PMI终值,预计相对低迷,和初值相差不大。美国7月Markit制造业PMI初值录得52.3,虽然好于预期的52,但低于6月数值的52.7,创下2020年7月以来最低。财报方面,作为港股高分红股票之一的汇丰控股将会发布财报;美股动视暴雪也将在8月1日美股盘后发布财报。花旗及中金均预测汇丰控股2022年每股普通股中期息预测为8美仙,较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测,汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元,较2021年上半年108.39亿美元计,同比下跌24.6%至26.8%。事件方面,美国众议院议长佩洛西即将开启亚洲行。据澎湃新闻报道,美国众议院议长办公室官网公布佩洛西亚洲之行行程,称佩洛西率领一个国会代表团访问印度-太平洋地区,包括访问新加坡、马来西亚、韩国和日本。声明称,此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说,佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡,与哈莉玛总统和李显龙总理会面。8月2日周二关键词:澳洲联储利率决议,芝加哥联储主席埃文斯发表讲话;动视暴雪、英国石油财报周二,经济数据方面,澳洲联储将公布利率决议,以及美国JOLTs职位空缺。在7月22日至28日的调查中,受访的34位经济学家中有32位预测,澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来,澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大,为65或75个基点。事件方面,埃文斯主持媒体早餐会,投资者需关注他涉及经济和美联储货币政策的最新言论。财报方面,美股英国石油、标普全球、优步将会在8月2日美股盘前公布财报。此外,巴菲特新晋爱股西方石油,以及美国超微公司、PayPal将会在8月2日美股盘后公布财报。2022年7月27日西方石油宣布,将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外,根据最近3个月提供未来一年价格预测的12位分析师报告,西方石油公司的平均目标价为74.92美元,最高为90.00美元,最低为58.00美元。根据高盛分析师Neil Mehta的说法,西方石油公司继续持有有吸引力的自由现金流前景。8月3日周三关键词:美国6月耐用品订单月率修正值,截至7月29日当周API和EIA原油库存变动;西方石油财报周三,经济数据方面,美国将公布6月耐用品订单月率修正值。美国5月耐用品订单月率 0.7%,预期0.1%,前值0.50%。5月份美国工厂耐用品订单增幅高于预期,表明即便在利率上升和对经济担忧加剧的情况下,企业投资迄今仍保持强劲。此外,截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。美国至7月22日当周API原油库存减少403.7万桶,预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶,远超预期的减少103.7万桶,为5月底以来最大的美国原油库存降幅。事件方面,圣路易斯联储主席布拉德向货币市场经销商发表讲话,投资者也需保持关注。OPEC+举行第31次部长级会议。OPEC+将于8月3日举行第31次部长级会议,决定9月的石油生产政策。该组织将决定是否听取美国的呼吁,为全球市场供应更多原油。在6月30日举行的第30次部长级会议上,曾决定将2022年8月石油总产量日均上调64.8万桶。财报方面,美股Moderna将在8月3日美股盘前发布财报。此外,美高梅、Lucid将在8月3日美股盘后发布财报。新股方面,港股柠萌影视周三结束新股申购。8月4日周四关键词:英国央行利率决议,美国截至7月30日当周初请失业金人数;阿里巴巴财报周四,经济数据方面,英国央行将公布利率决议。调查显示,英国央行8月可能会避免更大幅度的加息,而是坚守25个基点的温和加息步伐,但这是一个非常艰难的决定。此外,美国将公布截至7月30日当周初请、续请失业金人数等数据。截至7月23日当周,美国初次申请失业金人数减少5,000人,至25.6万人。媒体对经济学家进行的调查显示,申请人数的中位数预期25万人。截至7月16日当周,续请失业金人数降至136万人。虽然美国失业金申请人数四周来首次下降,但仍维持在去年11月以来最高水平附近,表明劳动力市场继续放缓。事件方面,欧洲央行将公布经济公报。特斯拉召开2022年年度股东大会。8月4日,特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动,预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示,特斯拉董事会寻求将授权普通股的数量增加到40亿股。财报方面,阿里巴巴-SW、康菲石油等将在8月4日美股盘前公布财报。中信证券分析认为,根据国家统计局数据,2022年4/5月我国社零总额同比下滑11.1%/6.7%,环比降幅收窄,实物商品网上零售额同比减少5.2%/增加7.0%,线上消费回暖。预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元,同比增加4%/增加8%/增加7%;上调2023-2025财年净利润(Non-GAAP)预测至1,299 亿元/1,476 亿元/1,625 亿元,同比减少5%/增加14%/增加10%,现价对应公司港股PE(Non-GAAP)16倍/14倍/13倍。8月5日周五关键词:美国7月非农和失业率,克利夫兰联储主席梅斯特发表讲话周五,经济数据方面,美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万,不及37.2万的前值,失业率为3.6%,和前值持平。此前,美国6月季调后新增非农就业人口为37.2万人,远高于市场预期的25万人,延续了今年以来就业增长的强劲势头;失业率为3.6%,与5月持平,仍维持在50年以来的低点附近,符合预期。事件方面,克利夫兰联储主席梅斯特将就货币政策发表讲话。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DUST":0.9,"GCmain":0.9,"GDX":0.9,"GLD":0.9,"HSBC":0.9,"IAU":0.9,"MGCmain":0.9,"NUGT":0.9,"OXY":0.9,"SGCmain":0.9,"SGUmain":0.9,"SImain":0.9}},"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682175102,"gmtCreate":1658879517008,"gmtModify":1658879521744,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"那应该持现金还是持股?","listText":"那应该持现金还是持股?","text":"那应该持现金还是持股?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682175102","repostId":"2254200879","repostType":2,"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686278374,"gmtCreate":1658374609802,"gmtModify":1704869775504,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Blatant inside trading. ","listText":"Blatant inside trading. ","text":"Blatant inside trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686278374","repostId":"1163421484","repostType":4,"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686161458,"gmtCreate":1658197026275,"gmtModify":1704869180189,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"A resounding yes. ","listText":"A resounding yes. ","text":"A resounding yes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686161458","repostId":"1189531059","repostType":4,"repost":{"id":"1189531059","kind":"news","pubTimestamp":1658192461,"share":"https://www.laohu8.com/m/news/1189531059?lang=&edition=full","pubTime":"2022-07-19 09:01","market":"us","language":"en","title":"Is Alibaba Stock Worth Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189531059","media":"TipRanks","summary":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back","content":"<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Is Alibaba Stock Worth Buying?</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\">\nIs Alibaba Stock Worth Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 09:01 GMT+8 <a href=https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189531059","content_text":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges brought on by macroeconomic developments.Alibaba Group Holding Limited (BABA), the Chinese e-commerce juggernaut, has taken a massive hit over the past two years due to pandemic-related disruptions and the Chinese government’s crackdown on the tech industry. Alibaba’s stock dropped 51% over the last 12 months, compared to a 13% decline in the S&P 500 (SPX). Alibaba stock may be headed for a significant recovery in the long run given that Chinese regulators are now taking a more measured approach. However, the company continues to avoid making any predictions for the upcoming quarters due to the uncertainty surrounding macroeconomic conditions.Geopolitical tensions and the threat of U.S. regulators tightening their grip on Chinese stocks do not paint a promising picture for Alibaba.Although I am bullish about the long-term prospects of the company and the stock looks attractive at these depressed prices, things are likely to get worse before they get better.Regulatory Challenges Are Easing for BABAInvestors abandoned Alibaba for two primary reasons. First, Alibaba was charged with a record-breaking antitrust penalty by Chinese officials. The Chinese government has been cracking down on large technology companies for alleged monopolistic data security tactics and monopolistic business practices. Alibaba’s profitability was significantly impacted after it was fined $2.75 billion by China’s State Administration for Market Regulation in April 2021.Additionally, authorities imposed new restrictions on its e-commerce business and called off the Ant Group’s much-anticipated IPO. Chinese regulators have tightened their control over businesses trying to enter foreign financial markets ever since the $35 billion IPO of the Ant Group, the fintech division of Alibaba, was suspended by the China Securities Regulatory Commission (CSRC) in November 2020.The Ant Group was scheduled to start trading in Hong Kong. However, this was suspended after Shanghai officials said that the listing would be halted as Alibaba was unable to meet the requirements due to changes in the regulatory environment.Many investors continue to avoid Chinese equities in general as a result of the possibility of mass delisting in the United States. Alibaba faces the possibility of delisting from U.S. exchanges even though the SEC has not yet identified it as a violator of the Holding Foreign Companies Accountable Act (HFCAA). That said, some institutional investors are already moving to Hong Kong to invest in Alibaba while dumping its American depositary receipts (ADRs). For example, BlackRock, Inc. (BLK) sold its Alibaba ADRs in the U.S. and purchased the stock in Hong Kong.Alibaba stock has gained some ground since March after Beijing and the U.S. announced that officials are in talks to allow American regulators to undertake on-site audits of Chinese companies listed in the United States. Chinese policymakers have also paused their regulatory pressure on the tech industry in an effort to stabilize the economy, which has dramatically improved the sentiment toward Alibaba. The focus of investors, therefore, is likely to shift to corporate earnings once again.BABA’s Recent Earnings Highlight New ChallengesAlibaba surpassed analyst estimates and posted revenue of RMB 204,052 billion ($32.18 billion) for the fourth quarter of fiscal 2022. The China Commerce segment brought in RMB 140,330 million ($22.17 billion) in revenue, an increase of 8% from the previous year. Similarly, the Local Consumer Services segment reported RMB 10,445 million ($1.64 billion) in revenue, an increase of 29%. The all-important Cloud segment brought in RMB 18,971 million ($2.99 billion) in revenue, an increase of 12% from the previous year.For the fiscal year ending March 31, 2022, Alibaba Group’s global active consumers totaled approximately 1.31 billion. This includes over one billion Chinese consumers and 305 million international consumers, representing a quarterly net increase of approximately 24.6 million and 3.7 million customers, respectively, and an annual net increase of 113 million and 64 million customers, respectively.The company’s global gross merchandise value (GMV) for the fiscal year reached a record RMB 8,317 billion ($1,312 billion). However, the GMV growth in January and February was flat, and the overall GMV for the quarter had a low single-digit decline. This was due to logistics and supply chain pressures, coupled with a softening of demand due to challenging macroeconomic conditions such as inflation.Alibaba’s gross and operating margins declined significantly in the recent quarter due to severe margin pressures brought on by inflation. It has already hurt the company’s free cash flow, and a continuation of this trend will not be welcome news for investors.Alibaba reported a negative free cash flow exceeding $1 billion for the fourth quarter of fiscal 2022, which is not encouraging given that the company has always been able to generate positive free cash flow even under challenging circumstances. Macroeconomic challenges are already taking a toll on Alibaba’s earnings, and its stock price might come under pressure yet again due to the deterioration of investor sentiment toward China and Alibaba’s growth prospects.Wall Street Is Bullish about BABABased on the ratings of 23 Wall Street analysts, the average Alibaba price target is $153.68, which implies upside of 48% from the current market price.TakeawayAlibaba can finally breathe easy as regulators are taking a step back. Unfortunately, the company is now faced with macroeconomic challenges that threaten to eat into its profitability. Even on the back of a lackluster stock market performance in the last 12 months, Alibaba stock is still valued at a forward price-to-earnings (P/E) multiple of 29, suggesting investors are willing to pay a premium for expected growth. This premium, however, could quickly disappear if Alibaba fails to maintain the growth momentum in the coming quarters, which makes investing in Alibaba only suitable for investors with a long-term perspective.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}