hosw76 personal page - To The Moon

hosw76

hosw76

No personal profile

73Follow

37Followers

0Topic

0Badge

2023-07-14

[强]//@amroui:In its latest press release on 12 July, $ZIM Integrated Shipping Services Ltd.(ZIM)$ downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade

@amroui:We’re looking out for the wrong things for ZIM

2023-06-22

[强]

@nerdbull1669:BUY Marathon Digital Holdings (MARA) for Its Bullish Outlook

2023-06-12

[强]

@Berg Toby: 聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）

2023-06-08

[强]

@TigerEvents:[9th Anniversary] Light up your investing

2022-12-18

[强]

Sorry, the original content has been removed

2022-12-06

[强]

Sorry, the original content has been removed

2022-12-05

[强]

Sorry, the original content has been removed

2022-12-04

[强]

@智趣财经社:吳亞軍“交棒”與去“家族化”

2022-10-30

[强]

华尔街新救星：“财政版QE”要来了？

2022-09-14

[强]

@贝拉聊财金: 全球緊盯這個數據...原油禁令時間表來了！

2022-04-15

$沃尔玛(WMT)$[OK]

2021-04-17

?

Sorry, the original content has been removed

2021-04-17

?

苹果春季发布会前瞻：这届“科技春晚”会上哪些新品

2021-04-16

?

Sorry, the original content has been removed

2021-04-15

$DraftKings Inc.(DKNG)$?

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3565589093188306","uuid":"3565589093188306","gmtCreate":1602495070624,"gmtModify":1694261222573,"name":"hosw76","pinyin":"hosw76","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","hatId":"shopping-0897c1d58443be361a9e3380665fbc16","hatName":"特斯拉头像框","vip":1,"status":2,"fanSize":37,"headSize":73,"tweetSize":751,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.72%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":25,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":197638057513104,"gmtCreate":1689285655961,"gmtModify":1689285856987,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]//<a href=\"https://ttm.financial/U/4116209035887102\">@amroui</a>:In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade","listText":"[强]//<a href=\"https://ttm.financial/U/4116209035887102\">@amroui</a>:In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade","text":"[强]//@amroui:In its latest press release on 12 July, $ZIM Integrated Shipping Services Ltd.(ZIM)$ downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade","images":[{"img":"https://community-static.tradeup.com/news/91e2311990078d2d2231f2f6b6c29411","width":"1170","height":"1980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197638057513104","repostId":"197538311352512","repostType":1,"repost":{"id":197538311352512,"gmtCreate":1689261306950,"gmtModify":1689263038217,"author":{"id":"4116209035887102","authorId":"4116209035887102","name":"amroui","avatar":"https://community-static.tradeup.com/news/bb03dc92b3df3a11ddb8660dbf7eb694","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116209035887102","authorIdStr":"4116209035887102"},"themes":[],"title":"We’re looking out for the wrong things for ZIM","htmlText":"In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats","listText":"In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats","text":"In its latest press release on 12 July, $ZIM Integrated Shipping Services Ltd.(ZIM)$ downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats","images":[{"img":"https://community-static.tradeup.com/news/91e2311990078d2d2231f2f6b6c29411","width":"1170","height":"1980"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197538311352512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9979345579,"gmtCreate":1687386702991,"gmtModify":1687386707438,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979345579","repostId":"189722946383920","repostType":1,"repost":{"id":189722946383920,"gmtCreate":1687344780021,"gmtModify":1687345221461,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"BUY Marathon Digital Holdings (MARA) for Its Bullish Outlook","htmlText":"With a focus on mining cryptocurrencies, particularly Bitcoin, <a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> has garnered attention from investors and traders alike. I am writing this article to explore the factors contributing to its potential for future growth. And how MARA fare on the Technical Analysis as well. I have been trading in and out of MARA. So I believe in its potential as a crypto miner. With the launch of crypto(Bitcoin) focused ETF/funds, MARA would be in a better position than before. A Strong Position in Bitcoin Mining Marathon Digital Holdings is primarily engaged in Bitcoin mining, a process that involves verifying transactions and securing the network by solving complex mathematical problems. As one of the largest publicly traded Bi","listText":"With a focus on mining cryptocurrencies, particularly Bitcoin, <a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> has garnered attention from investors and traders alike. I am writing this article to explore the factors contributing to its potential for future growth. And how MARA fare on the Technical Analysis as well. I have been trading in and out of MARA. So I believe in its potential as a crypto miner. With the launch of crypto(Bitcoin) focused ETF/funds, MARA would be in a better position than before. A Strong Position in Bitcoin Mining Marathon Digital Holdings is primarily engaged in Bitcoin mining, a process that involves verifying transactions and securing the network by solving complex mathematical problems. As one of the largest publicly traded Bi","text":"With a focus on mining cryptocurrencies, particularly Bitcoin, $Marathon Digital Holdings Inc(MARA)$ has garnered attention from investors and traders alike. I am writing this article to explore the factors contributing to its potential for future growth. And how MARA fare on the Technical Analysis as well. I have been trading in and out of MARA. So I believe in its potential as a crypto miner. With the launch of crypto(Bitcoin) focused ETF/funds, MARA would be in a better position than before. A Strong Position in Bitcoin Mining Marathon Digital Holdings is primarily engaged in Bitcoin mining, a process that involves verifying transactions and securing the network by solving complex mathematical problems. As one of the largest publicly traded Bi","images":[{"img":"https://community-static.tradeup.com/news/3c9c457344cb02b7653f3cb4577a1804","width":"836","height":"360"},{"img":"https://community-static.tradeup.com/news/3009f65c514086529e4c41a17fc290f8","width":"956","height":"471"},{"img":"https://community-static.tradeup.com/news/9978a4aae46021fd79e27eb4e16baf09","width":"637","height":"490"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189722946383920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979970226,"gmtCreate":1686521835366,"gmtModify":1686521840536,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979970226","repostId":"186246497267760","repostType":1,"repost":{"id":186246497267760,"gmtCreate":1686478655455,"gmtModify":1686481914350,"author":{"id":"10000000000010671","authorId":"10000000000010671","name":"Berg Toby","avatar":"https://static.tigerbbs.com/a51412b5aac615981882d381acd5a334","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010671","authorIdStr":"10000000000010671"},"themes":[],"htmlText":"\n \n \n  聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）\n \n","listText":"聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）","text":"聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186246497267760","isVote":1,"tweetType":2,"object":{"id":"828b7688ab2744eeb1b7186f79a58ce9","tweetId":"186246497267760","title":"聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）","videoUrl":"http://v.tigerbbs.com/168647864909288637dcd312f2dad109c1b4eed244d99.mp4","poster":"https://static.tigerbbs.com/7026e6bc5fa212f96e703f823a1c39b8","shareLink":"http://v.tigerbbs.com/168647864909288637dcd312f2dad109c1b4eed244d99.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979963067,"gmtCreate":1686175812459,"gmtModify":1686175816537,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979963067","repostId":"184865955078144","repostType":1,"repost":{"id":184865955078144,"gmtCreate":1686141433078,"gmtModify":1686883871829,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[9th Anniversary] Light up your investing","htmlText":"It's time to celebrate! 🎉🎂🎁Tiger 9th Anniversary has arrived and it's a great opportunity to light up your investing. This 9th Anniversary marks an important milestone for Tiger. We've seen tremendous growth over the past nine years and we're excited to see what the future holds.We would like to express our gratitude to you. From the very beginning, you have been the cornerstone of our success. Your unwavering support, feedback, and encouragement have propelled us to new heights, continuously shaping and refining our services to meet your evolving needs. We are grateful for the opportunity to be a part of your financial journey, assisting you in realizing your investment goals.As we celebrate this special occasion, we acknowledge that none of our accomplishments would have been possible wi","listText":"It's time to celebrate! 🎉🎂🎁Tiger 9th Anniversary has arrived and it's a great opportunity to light up your investing. This 9th Anniversary marks an important milestone for Tiger. We've seen tremendous growth over the past nine years and we're excited to see what the future holds.We would like to express our gratitude to you. From the very beginning, you have been the cornerstone of our success. Your unwavering support, feedback, and encouragement have propelled us to new heights, continuously shaping and refining our services to meet your evolving needs. We are grateful for the opportunity to be a part of your financial journey, assisting you in realizing your investment goals.As we celebrate this special occasion, we acknowledge that none of our accomplishments would have been possible wi","text":"It's time to celebrate! 🎉🎂🎁Tiger 9th Anniversary has arrived and it's a great opportunity to light up your investing. This 9th Anniversary marks an important milestone for Tiger. We've seen tremendous growth over the past nine years and we're excited to see what the future holds.We would like to express our gratitude to you. From the very beginning, you have been the cornerstone of our success. Your unwavering support, feedback, and encouragement have propelled us to new heights, continuously shaping and refining our services to meet your evolving needs. We are grateful for the opportunity to be a part of your financial journey, assisting you in realizing your investment goals.As we celebrate this special occasion, we acknowledge that none of our accomplishments would have been possible wi","images":[{"img":"https://community-static.tradeup.com/news/0aba2f14ee9dfe1f2d34679accec4d02","width":"1064","height":"806"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184865955078144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928502818,"gmtCreate":1671316103434,"gmtModify":1676538522584,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928502818","repostId":"1150856175","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967865101,"gmtCreate":1670295196803,"gmtModify":1676538339291,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967865101","repostId":"1101340593","repostType":4,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964780120,"gmtCreate":1670207495260,"gmtModify":1676538320628,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964780120","repostId":"2289502187","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964299740,"gmtCreate":1670150187680,"gmtModify":1676538310678,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964299740","repostId":"629073668","repostType":1,"repost":{"id":629073668,"gmtCreate":1670149203656,"gmtModify":1676538310578,"author":{"id":"3544741620712862","authorId":"3544741620712862","name":"智趣财经社","avatar":"https://static.tigerbbs.com/dc20fce2b02060c4b4951affcd22d19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544741620712862","authorIdStr":"3544741620712862"},"themes":[],"title":"吳亞軍“交棒”與去“家族化”","htmlText":"過去的這個週末，地產圈最熱的關鍵詞是龍湖和吳亞軍。10月28日，頭部房企龍湖集團布公告，公司創始人吳亞軍退休，40歲的80後職業經理人陳序平升任董事長，併兼任CEO角色。吳亞軍，這個低調的常常藏身於霓光燈後的傑出女企業家，江湖上從不缺她的傳說。她也是唯一一個讓“地產狂人”宋衛平曾交口稱讚的競爭對手，2010年時宋甚至公開放言，“你們可以賣掉綠城的股票，買龍湖的股票。”吳亞軍確有其人格魅力在身上，她帶領她的企業走過了中國房地產業最繁榮的年代。雖然她是龍湖的靈魂人物，但市場普遍認爲，這次交棒並不會對龍湖帶來什麼動盪。相反，這可能是“龍湖新的起點，時代交班新的楷模”。這要得益於龍湖早早就開始籌備的去家族化和人才培養體系。自龍湖2004年第一屆仕官生招聘，至今有18年曆史。通過這近20年的仕官生培養機制，以及10年來機構化的歷練，龍湖已經有了一支根基深厚、文化同頻的職業經理人團隊，並形成了完善的人才梯隊和公司治理體系，完全可以實現順利交接班。新掌門陳序平，畢業於清華大學，是2008屆仕官生。吳亞軍認爲陳序平本人底色與龍湖的本色誠勤樸慎是一致的。在龍湖的18年曆練，在內部的管理和方向把握上，應該不會出現太大的磨合問題。颯颯大女主的人設走到了下半程：58歲，培養了專業的團隊，有職業化的可值得信賴的人接棒，她退居幕後更多陪伴孩子，真正的人間清醒！機構化是企業長期發展的戰略需要。很多民企都面臨創一代退休，如何選拔接班人的問題。不依賴於創始人，將集團從家族化推向集團化和職業化，是新時代適應市場環境的新打法。在整個地產行業風聲鶴唳的時刻，龍湖已是碩果僅存的民企開發商之一。希望龍湖這個完美的接班打樣，給民企創一代們和市場更多的思考和啓發。0128日傍晚，龍湖集團召開了合夥人大會，吳亞軍出席會議並對多年的老同事做了告別。因爲剛做完眼部手術，所以會議上吳亞軍還戴着墨鏡，據她透露，接下來眼部還要繼續手","listText":"過去的這個週末，地產圈最熱的關鍵詞是龍湖和吳亞軍。10月28日，頭部房企龍湖集團布公告，公司創始人吳亞軍退休，40歲的80後職業經理人陳序平升任董事長，併兼任CEO角色。吳亞軍，這個低調的常常藏身於霓光燈後的傑出女企業家，江湖上從不缺她的傳說。她也是唯一一個讓“地產狂人”宋衛平曾交口稱讚的競爭對手，2010年時宋甚至公開放言，“你們可以賣掉綠城的股票，買龍湖的股票。”吳亞軍確有其人格魅力在身上，她帶領她的企業走過了中國房地產業最繁榮的年代。雖然她是龍湖的靈魂人物，但市場普遍認爲，這次交棒並不會對龍湖帶來什麼動盪。相反，這可能是“龍湖新的起點，時代交班新的楷模”。這要得益於龍湖早早就開始籌備的去家族化和人才培養體系。自龍湖2004年第一屆仕官生招聘，至今有18年曆史。通過這近20年的仕官生培養機制，以及10年來機構化的歷練，龍湖已經有了一支根基深厚、文化同頻的職業經理人團隊，並形成了完善的人才梯隊和公司治理體系，完全可以實現順利交接班。新掌門陳序平，畢業於清華大學，是2008屆仕官生。吳亞軍認爲陳序平本人底色與龍湖的本色誠勤樸慎是一致的。在龍湖的18年曆練，在內部的管理和方向把握上，應該不會出現太大的磨合問題。颯颯大女主的人設走到了下半程：58歲，培養了專業的團隊，有職業化的可值得信賴的人接棒，她退居幕後更多陪伴孩子，真正的人間清醒！機構化是企業長期發展的戰略需要。很多民企都面臨創一代退休，如何選拔接班人的問題。不依賴於創始人，將集團從家族化推向集團化和職業化，是新時代適應市場環境的新打法。在整個地產行業風聲鶴唳的時刻，龍湖已是碩果僅存的民企開發商之一。希望龍湖這個完美的接班打樣，給民企創一代們和市場更多的思考和啓發。0128日傍晚，龍湖集團召開了合夥人大會，吳亞軍出席會議並對多年的老同事做了告別。因爲剛做完眼部手術，所以會議上吳亞軍還戴着墨鏡，據她透露，接下來眼部還要繼續手","text":"過去的這個週末，地產圈最熱的關鍵詞是龍湖和吳亞軍。10月28日，頭部房企龍湖集團布公告，公司創始人吳亞軍退休，40歲的80後職業經理人陳序平升任董事長，併兼任CEO角色。吳亞軍，這個低調的常常藏身於霓光燈後的傑出女企業家，江湖上從不缺她的傳說。她也是唯一一個讓“地產狂人”宋衛平曾交口稱讚的競爭對手，2010年時宋甚至公開放言，“你們可以賣掉綠城的股票，買龍湖的股票。”吳亞軍確有其人格魅力在身上，她帶領她的企業走過了中國房地產業最繁榮的年代。雖然她是龍湖的靈魂人物，但市場普遍認爲，這次交棒並不會對龍湖帶來什麼動盪。相反，這可能是“龍湖新的起點，時代交班新的楷模”。這要得益於龍湖早早就開始籌備的去家族化和人才培養體系。自龍湖2004年第一屆仕官生招聘，至今有18年曆史。通過這近20年的仕官生培養機制，以及10年來機構化的歷練，龍湖已經有了一支根基深厚、文化同頻的職業經理人團隊，並形成了完善的人才梯隊和公司治理體系，完全可以實現順利交接班。新掌門陳序平，畢業於清華大學，是2008屆仕官生。吳亞軍認爲陳序平本人底色與龍湖的本色誠勤樸慎是一致的。在龍湖的18年曆練，在內部的管理和方向把握上，應該不會出現太大的磨合問題。颯颯大女主的人設走到了下半程：58歲，培養了專業的團隊，有職業化的可值得信賴的人接棒，她退居幕後更多陪伴孩子，真正的人間清醒！機構化是企業長期發展的戰略需要。很多民企都面臨創一代退休，如何選拔接班人的問題。不依賴於創始人，將集團從家族化推向集團化和職業化，是新時代適應市場環境的新打法。在整個地產行業風聲鶴唳的時刻，龍湖已是碩果僅存的民企開發商之一。希望龍湖這個完美的接班打樣，給民企創一代們和市場更多的思考和啓發。0128日傍晚，龍湖集團召開了合夥人大會，吳亞軍出席會議並對多年的老同事做了告別。因爲剛做完眼部手術，所以會議上吳亞軍還戴着墨鏡，據她透露，接下來眼部還要繼續手","images":[{"img":"https://static.tigerbbs.com/127bf2163f74101d8e899e6eb58019f2"},{"img":"https://static.tigerbbs.com/52d28bf30fa1f0dc0c64002b3227f7ef"},{"img":"https://static.tigerbbs.com/a23f75daac672cee93a07475ff5786c0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629073668","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982327316,"gmtCreate":1667100003936,"gmtModify":1676537861078,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982327316","repostId":"1103409968","repostType":4,"repost":{"id":"1103409968","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1667086223,"share":"https://ttm.financial/m/news/1103409968?lang=&edition=fundamental","pubTime":"2022-10-30 07:30","market":"us","language":"zh","title":"华尔街新救星：“财政版QE”要来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1103409968","media":"华尔街见闻","summary":"是左手倒右手，还是一石二鸟？9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。但出乎意料的是，美联储没有站出来，站出来的是美国财政部！10","content":"<html><head></head><body><blockquote>是左手倒右手，还是一石二鸟？</blockquote><p>9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。</p><p><b>但出乎意料的是，美联储没有站出来，站出来的是美国财政部！</b></p><p>10月美财长耶伦已经不止一次承认对这个24万亿美元的市场感到担忧，并迫不及待的暗示财政部将采取行动来呵护流动性，比如：回购美国国债。</p><p><b>“财政版QE”要来了？</b></p><p>华尔街分析师们认为，国债回购一方面能改善长期债券市场的流动性水平，释放交易商的资产负债表，帮助它们进一步购买或扩张。</p><p>另一方面，发行短债将推高隔夜利率，可能有助于更快地消耗RRP，抬升准备金的水平。</p><p>长端利率回落和准备金水平上升，不仅能拯救了美债市场，对风险资产也是一剂强心针。试想一下，在当前空头平仓都会导致标普指数暴涨的极端状态下，美股会如何表现？</p><p><b>这不禁让华尔街对“财政版QE”期待的两眼放光。</b></p><p>那么国债回购，到底是左手倒右手的损招，还是一石二鸟的妙招呢？</p><p><b>美债市场离崩溃一步之遥？</b></p><p>10月以来英国国债已经率先遭遇了重大抛售，迫使英国央行实施紧急购买操作，而日元的大跌则促使日本当局反复在外汇市场实施干预。</p><p>尽管规模高达23.7万亿美元的美债市场是世界上规模最大、流动性最强的固定收益市场，但不少市场交易员和经济学家也已经开始担心，这一市场可能成为下一轮危机的源头。</p><p><img src=\"https://static.tigerbbs.com/3827a4f6e82649b3a56c4c2e323fc09f\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图片来源：MacroMicro</p><p><b>近期衡量美国国债流动性指标（MOVE），已经达到了疫情市场失灵时期的最差水平。</b>当时，美联储每天注入1万亿美元以支撑债券市场，并推出1200亿美元的量化宽松政策以缩短灾难性的美元空头挤压。然而现在这个国债市场的最大买家正在大幅缩表，以每个月600亿美元的速度从资产负债表中剥离国债。<b>届时力挽狂澜的美联储，如今却在把债市往死里推。</b></p><p>于此同时，美债市场最大的海外买家——日本央行，为了稳定汇率不得不选择大幅抛售美国资产来维护汇率稳定。根据美国财政部数据8月已经抛售345亿美元美债，预计9月的抛售量可能超过500亿美元。另外英国养老保证金和债市尾部风险的担忧也加剧了相关资产的抛售。</p><p>债券连续大幅下跌，使得美国商业银行和人寿保险公司等许多传统大型参与者纷纷回避债务市场。大型金融机构，因为所谓的补充杠杆率（SLR）要求银行为此类业务留出资本金，也一直不太愿意充当做市商。</p><p>而供给方面，美国未偿国债自2019年底至今已经增加7万亿。</p><p>美银策略师Mark Cabana、Ralph Axel等表示，<b>只需一次冲击，美债市场可能就会面临来自“大规模强制抛售或外部突发事件”的运行层面挑战</b>。</p><p>这让也美国财长耶伦不止一次的表示，<b>“我们担心(国债)市场缺乏足够的流动性”。</b></p><p><b>什么是“财政版QE”？</b></p><p>持续的流动性危机意味着债券市场正走向崩溃的边缘。</p><p>与英国央行类似，这本该由美联储通过购买债券（QE）来挽救。但为了尽可能保持中性，美联储至少要采取一定的扭曲操作（卖短买长）。只是，美联储已经在缩表了，扭曲操作可能面临短债不足。</p><p>而更大的问题是，在当前通胀炙手可热、粘性失控的情况下，即便美联储采取中性购买的干预措施，都会遭遇民众和政界的愤怒。他们会将其等同于美联储在紧缩政策上的投降，并可能对通胀治理和美联储信誉造成不可预计的后果。</p><p><b>既然美联储没办法QE，于是，财政部站出来QE了。</b></p><p><img src=\"https://static.tigerbbs.com/69764b78fa3d67ff7001acecdf2823d3\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>其实早在8月的财政财政融资委员会会议纪要中，就提到：“委员会介绍了定期回购操作作为债务管理工具的可取性。”</p><p>本月早些时候，美国财政部询问了美国国债一级交易商对回购计划的优缺点的看法。下旬，财政部长耶伦暗示，有可能回购某些美国政府债券。</p><p><b>那么什么是“财政版QE”？</b></p><p><b>就是财政部通过回购国债（赎回未到期的债务）向市场投放流动性。</b>实际上，国债回购曾作为一种债务管理工具，在欧美国家得到广泛应用。</p><p>美国最早于1807年运用债券购回手段提前赎回未到期的国债。2000年面对40年来首次连续出现的财政盈余（1998年盈余690亿美元，1999年1230亿美元，2000年2370亿美元），美国财政部决定重新进行债券购回操作。</p><p><b>对财政部而言，回购国债具有下述优势：</b></p><p>1.<b>提高基准债券的流动性，减少政府的利息成本</b>，提高资本市场的效率。一般而言高流动性基准债券和流动性较差的老债两者收益率差异非常明显。赎回操作可通过购回流动性差的旧债券来提高效率，<b>特别是在财政盈余的前提下。</b></p><p>2.通过偿付到期期限较长的债券，<b>债务购回有助于合理调整目标期限结构，</b>预防债务平均期限的提高，并降低融资成本。例如美国债务平均期限已经从1980年的60个月左右提高到疫情期间的70个月左右，而疫情期间大规模发债再度拉长了美国债务的平均期限到74个月。越长的期限代表越高的融资成本，从长期看，这会增加政府的债务负担。</p><p>3. 平滑债券发行高峰，以及在财政盈余时期，更有效地利用超额现金。</p><p>美国在2000年初计划在年内购回300亿美元的国债，根据操作对市场反映做出判断，相应调整提示期间、规模、时间和操作规律。并规定了回购的条款，包括：公布到期期限符合条件的债券和购回的总数量；每个债券的招标数量、最高可接受价格、剩余的私人持有的债券余额等。该操作通过纽约联邦储备银行的公开市场操作系统进行。</p><p><b>财政出手，一石二鸟？</b></p><p>从以上我们可以总结出国债回购的三大特征：1）财政盈余时期的工具；2）提高流动性；3）降低融资成本。</p><p>从回购原本主要是用于财政盈余背景下的调节工具，目前大额的财政赤字来看并不符合。所以其目的很清楚的指向当前美债市场的流动性问题。</p><p>Curvature的回购专家Skyrm认为，从作用来看，<b>1）“财政版QE”通过购买流动性较低的债券提供流动性。</b>财政部买入被市场淘汰的旧廉价证券，改善了市场交易商的资产负债表，使其有进一步扩张的能力。回购公告甚至能进一步带动市场需求。例如，由于20年期债券被认为将回购计划中获益最多，该品种在调查发布后出现反弹。</p><p><b>2）“财政版QE”，理论上有三种方式融资：a账面现金；b短期国债融资；c久期中性融资</b>，（即财政部回购的任何政府证券都将被相同期限的债务所取代，以保持未偿债务的加权平均期限不变。）在当前非财政盈余和债务久期较长的背景下，b的概率更高。（当然这一点目前还是华尔街分析师关心的焦点，还需要等财政部的明确。）</p><p><b>如果采取短期国债融资，由于目前回购市场中短债直接作为一般抵押品，增加的短债供应将推高隔夜利率，并可能有助于更快地消耗逆回购用量（RRP）。</b></p><p><img src=\"https://static.tigerbbs.com/75ba830b87f2a32338ee13c2efe15b0d\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2020年疫情爆发以来，美联储的资产负债扩张2.25倍，导致美国金融体系内部流动性泛滥，RRP工具（可理解为非银机构闲置资金的蓄水池）用量上升至2万亿以上。</p><p>但自美联储缩表以来，RRP却成了一个问题。原来美联储缩表所希望金融系统中的资金减少，是首先从RRP中流出，其至少能为准备金提供15个月左右的缓冲。但到目前为止情况恰恰相反：银行存款反而率先下降，这导致银行的准备金下降速度快于预期。</p><p><b>只要RRP维持高位，缩表将继续消耗准备金水平，这增加了金融系统的不稳定性和短端利率的大幅波动，对风险资产来说是最不利的情况，也是上轮QT提前结束的原因。</b></p><p>但如果短债供应能将流动性从RRP中驱逐出来，RRP可能将再度起到准备金缓冲垫的作用，这对金融系统稳定和风险资产有着极大的意义。</p><p>按照野村证券Charlie McElligott的测算，<b>“财政版QE”的干预甚至可能触发短期国债和股票趋势策略空头的强制平仓。这在当前空头拥挤和多头不足的市场中，即便不是之前空头补仓的暴涨，也可能形成一轮明显的反弹。</b></p><p><b>如果真是这样的话，“财政版QE”既平稳了流动性，又平稳了准备金。既能拯救了美债，也能拯救美股，不得不说是一石二鸟的妙招。</b></p><p>不过从实施时机来看。早些时候，市场一致预期国债回购将在2023年的一季度末，即预期国债发行规模较大的时候推出。但如果出现“严重的国债市场运作问题”，时机可能会提前。</p><p>当然“财政版QE”到底能有多少规模，多大程度平稳流动性，以及上述提及对RRP影响的径流，事实上目前依然存在较大的质疑。巴克莱的Abate就指出，虽然财政部很可能会通过发行额外的短债融资，但这并不意味着能“扭曲”收益率曲线或从RRP中提取流动性。</p><p>其唯一比较确定的积极意义在于，<b>降低了美债市场失灵的长尾风险，促使长端利率回归均衡水平。</b>因为即使美债市场的流动性已经相当恶化，但崩溃依然不是基本假设情景。我们需要进一步关注财政部在国债回购上更多的细节披露，从而做出更合适的判断。预计美国财政部11月2日发布的再融资文件将对此有更多讨论。</p><p><b>盼不到鲍威尔的松口，华尔街转而对“财政版QE”越来越期待。</b></p><p>但是这毕竟需要财政部来扩表，这也和美联储的缩表相违背。对于深陷QE饥渴症的欧美金融市场来说，QE或许能解决眼前的问题，但QE也会带来更多问题。所以“财政版QE”是左手倒右手的损招，还是真能一石二鸟？我们拭目以待。</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>华尔街新救星：“财政版QE”要来了？</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华尔街新救星：“财政版QE”要来了？\n</h2>\n\n<h4 class=\"meta\">\n\n2022-10-30 07:30 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>是左手倒右手，还是一石二鸟？9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。但出乎意料的是，美联储没有站出来，站出来的是美国财政部！10月美财长耶伦已经不止一次承认对这个24万亿美元的市场感到担忧，并迫不及待的暗示财政部将采取行动来呵护流动性，比如：回购美国国债。“财政版QE”要来了？华尔街分析师们认为，国债回购一方面能改善长期...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44af88ec30b2edeef57a4024f2321d7b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103409968","content_text":"是左手倒右手，还是一石二鸟？9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。但出乎意料的是，美联储没有站出来，站出来的是美国财政部！10月美财长耶伦已经不止一次承认对这个24万亿美元的市场感到担忧，并迫不及待的暗示财政部将采取行动来呵护流动性，比如：回购美国国债。“财政版QE”要来了？华尔街分析师们认为，国债回购一方面能改善长期债券市场的流动性水平，释放交易商的资产负债表，帮助它们进一步购买或扩张。另一方面，发行短债将推高隔夜利率，可能有助于更快地消耗RRP，抬升准备金的水平。长端利率回落和准备金水平上升，不仅能拯救了美债市场，对风险资产也是一剂强心针。试想一下，在当前空头平仓都会导致标普指数暴涨的极端状态下，美股会如何表现？这不禁让华尔街对“财政版QE”期待的两眼放光。那么国债回购，到底是左手倒右手的损招，还是一石二鸟的妙招呢？美债市场离崩溃一步之遥？10月以来英国国债已经率先遭遇了重大抛售，迫使英国央行实施紧急购买操作，而日元的大跌则促使日本当局反复在外汇市场实施干预。尽管规模高达23.7万亿美元的美债市场是世界上规模最大、流动性最强的固定收益市场，但不少市场交易员和经济学家也已经开始担心，这一市场可能成为下一轮危机的源头。图片来源：MacroMicro近期衡量美国国债流动性指标（MOVE），已经达到了疫情市场失灵时期的最差水平。当时，美联储每天注入1万亿美元以支撑债券市场，并推出1200亿美元的量化宽松政策以缩短灾难性的美元空头挤压。然而现在这个国债市场的最大买家正在大幅缩表，以每个月600亿美元的速度从资产负债表中剥离国债。届时力挽狂澜的美联储，如今却在把债市往死里推。于此同时，美债市场最大的海外买家——日本央行，为了稳定汇率不得不选择大幅抛售美国资产来维护汇率稳定。根据美国财政部数据8月已经抛售345亿美元美债，预计9月的抛售量可能超过500亿美元。另外英国养老保证金和债市尾部风险的担忧也加剧了相关资产的抛售。债券连续大幅下跌，使得美国商业银行和人寿保险公司等许多传统大型参与者纷纷回避债务市场。大型金融机构，因为所谓的补充杠杆率（SLR）要求银行为此类业务留出资本金，也一直不太愿意充当做市商。而供给方面，美国未偿国债自2019年底至今已经增加7万亿。美银策略师Mark Cabana、Ralph Axel等表示，只需一次冲击，美债市场可能就会面临来自“大规模强制抛售或外部突发事件”的运行层面挑战。这让也美国财长耶伦不止一次的表示，“我们担心(国债)市场缺乏足够的流动性”。什么是“财政版QE”？持续的流动性危机意味着债券市场正走向崩溃的边缘。与英国央行类似，这本该由美联储通过购买债券（QE）来挽救。但为了尽可能保持中性，美联储至少要采取一定的扭曲操作（卖短买长）。只是，美联储已经在缩表了，扭曲操作可能面临短债不足。而更大的问题是，在当前通胀炙手可热、粘性失控的情况下，即便美联储采取中性购买的干预措施，都会遭遇民众和政界的愤怒。他们会将其等同于美联储在紧缩政策上的投降，并可能对通胀治理和美联储信誉造成不可预计的后果。既然美联储没办法QE，于是，财政部站出来QE了。其实早在8月的财政财政融资委员会会议纪要中，就提到：“委员会介绍了定期回购操作作为债务管理工具的可取性。”本月早些时候，美国财政部询问了美国国债一级交易商对回购计划的优缺点的看法。下旬，财政部长耶伦暗示，有可能回购某些美国政府债券。那么什么是“财政版QE”？就是财政部通过回购国债（赎回未到期的债务）向市场投放流动性。实际上，国债回购曾作为一种债务管理工具，在欧美国家得到广泛应用。美国最早于1807年运用债券购回手段提前赎回未到期的国债。2000年面对40年来首次连续出现的财政盈余（1998年盈余690亿美元，1999年1230亿美元，2000年2370亿美元），美国财政部决定重新进行债券购回操作。对财政部而言，回购国债具有下述优势：1.提高基准债券的流动性，减少政府的利息成本，提高资本市场的效率。一般而言高流动性基准债券和流动性较差的老债两者收益率差异非常明显。赎回操作可通过购回流动性差的旧债券来提高效率，特别是在财政盈余的前提下。2.通过偿付到期期限较长的债券，债务购回有助于合理调整目标期限结构，预防债务平均期限的提高，并降低融资成本。例如美国债务平均期限已经从1980年的60个月左右提高到疫情期间的70个月左右，而疫情期间大规模发债再度拉长了美国债务的平均期限到74个月。越长的期限代表越高的融资成本，从长期看，这会增加政府的债务负担。3. 平滑债券发行高峰，以及在财政盈余时期，更有效地利用超额现金。美国在2000年初计划在年内购回300亿美元的国债，根据操作对市场反映做出判断，相应调整提示期间、规模、时间和操作规律。并规定了回购的条款，包括：公布到期期限符合条件的债券和购回的总数量；每个债券的招标数量、最高可接受价格、剩余的私人持有的债券余额等。该操作通过纽约联邦储备银行的公开市场操作系统进行。财政出手，一石二鸟？从以上我们可以总结出国债回购的三大特征：1）财政盈余时期的工具；2）提高流动性；3）降低融资成本。从回购原本主要是用于财政盈余背景下的调节工具，目前大额的财政赤字来看并不符合。所以其目的很清楚的指向当前美债市场的流动性问题。Curvature的回购专家Skyrm认为，从作用来看，1）“财政版QE”通过购买流动性较低的债券提供流动性。财政部买入被市场淘汰的旧廉价证券，改善了市场交易商的资产负债表，使其有进一步扩张的能力。回购公告甚至能进一步带动市场需求。例如，由于20年期债券被认为将回购计划中获益最多，该品种在调查发布后出现反弹。2）“财政版QE”，理论上有三种方式融资：a账面现金；b短期国债融资；c久期中性融资，（即财政部回购的任何政府证券都将被相同期限的债务所取代，以保持未偿债务的加权平均期限不变。）在当前非财政盈余和债务久期较长的背景下，b的概率更高。（当然这一点目前还是华尔街分析师关心的焦点，还需要等财政部的明确。）如果采取短期国债融资，由于目前回购市场中短债直接作为一般抵押品，增加的短债供应将推高隔夜利率，并可能有助于更快地消耗逆回购用量（RRP）。2020年疫情爆发以来，美联储的资产负债扩张2.25倍，导致美国金融体系内部流动性泛滥，RRP工具（可理解为非银机构闲置资金的蓄水池）用量上升至2万亿以上。但自美联储缩表以来，RRP却成了一个问题。原来美联储缩表所希望金融系统中的资金减少，是首先从RRP中流出，其至少能为准备金提供15个月左右的缓冲。但到目前为止情况恰恰相反：银行存款反而率先下降，这导致银行的准备金下降速度快于预期。只要RRP维持高位，缩表将继续消耗准备金水平，这增加了金融系统的不稳定性和短端利率的大幅波动，对风险资产来说是最不利的情况，也是上轮QT提前结束的原因。但如果短债供应能将流动性从RRP中驱逐出来，RRP可能将再度起到准备金缓冲垫的作用，这对金融系统稳定和风险资产有着极大的意义。按照野村证券Charlie McElligott的测算，“财政版QE”的干预甚至可能触发短期国债和股票趋势策略空头的强制平仓。这在当前空头拥挤和多头不足的市场中，即便不是之前空头补仓的暴涨，也可能形成一轮明显的反弹。如果真是这样的话，“财政版QE”既平稳了流动性，又平稳了准备金。既能拯救了美债，也能拯救美股，不得不说是一石二鸟的妙招。不过从实施时机来看。早些时候，市场一致预期国债回购将在2023年的一季度末，即预期国债发行规模较大的时候推出。但如果出现“严重的国债市场运作问题”，时机可能会提前。当然“财政版QE”到底能有多少规模，多大程度平稳流动性，以及上述提及对RRP影响的径流，事实上目前依然存在较大的质疑。巴克莱的Abate就指出，虽然财政部很可能会通过发行额外的短债融资，但这并不意味着能“扭曲”收益率曲线或从RRP中提取流动性。其唯一比较确定的积极意义在于，降低了美债市场失灵的长尾风险，促使长端利率回归均衡水平。因为即使美债市场的流动性已经相当恶化，但崩溃依然不是基本假设情景。我们需要进一步关注财政部在国债回购上更多的细节披露，从而做出更合适的判断。预计美国财政部11月2日发布的再融资文件将对此有更多讨论。盼不到鲍威尔的松口，华尔街转而对“财政版QE”越来越期待。但是这毕竟需要财政部来扩表，这也和美联储的缩表相违背。对于深陷QE饥渴症的欧美金融市场来说，QE或许能解决眼前的问题，但QE也会带来更多问题。所以“财政版QE”是左手倒右手的损招，还是真能一石二鸟？我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935222619,"gmtCreate":1663110536731,"gmtModify":1676537203112,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935222619","repostId":"663355111","repostType":1,"repost":{"id":663355111,"gmtCreate":1662979370635,"gmtModify":1676537175092,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n  全球緊盯這個數據...原油禁令時間表來了！\n \n","listText":"全球緊盯這個數據...原油禁令時間表來了！","text":"全球緊盯這個數據...原油禁令時間表來了！","images":[{"img":"https://static.tigerbbs.com/99274f832f202eaeca331b0c0e4b0b49","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/663355111","isVote":1,"tweetType":2,"object":{"id":"0e57cf4fea3e4b1cac0742570dabe49c","tweetId":"663355111","title":"全球紧盯这个数据...原油禁令时间表来了！","videoUrl":"http://v.tigerbbs.com/1662979366587fc805692224acf99609c6e86eaa7c608.mp4","poster":"https://static.tigerbbs.com/99274f832f202eaeca331b0c0e4b0b49","shareLink":"http://v.tigerbbs.com/1662979366587fc805692224acf99609c6e86eaa7c608.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089873439,"gmtCreate":1649984667139,"gmtModify":1676534621385,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WMT\">$沃尔玛(WMT)$</a>[OK]&nbsp;","listText":"<a href=\"https://ttm.financial/S/WMT\">$沃尔玛(WMT)$</a>[OK]&nbsp;","text":"$沃尔玛(WMT)$[OK]","images":[{"img":"https://community-static.tradeup.com/news/ec126ed2d7b0efe66fefe01c94ce4a1b","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089873439","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370552061,"gmtCreate":1618614763453,"gmtModify":1704713351929,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370552061","repostId":"1194588703","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370556484,"gmtCreate":1618614729648,"gmtModify":1704713351437,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370556484","repostId":"1198410511","repostType":4,"repost":{"id":"1198410511","pubTimestamp":1618831731,"share":"https://ttm.financial/m/news/1198410511?lang=&edition=fundamental","pubTime":"2021-04-19 19:28","market":"us","language":"zh","title":"苹果春季发布会前瞻：这届“科技春晚”会上哪些新品","url":"https://stock-news.laohu8.com/highlight/detail?id=1198410511","media":"CSDN","summary":"苹果春季发布会定档 北京时间4月21日凌晨1点。","content":"<p>春意盎然好时节，一年一度的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。</p><p><img src=\"https://static.tigerbbs.com/1a0fece4554a9679bf8d9057401f3db0\" tg-width=\"1080\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/00ed238724a9e65ebdd76ef29f452a26\" tg-width=\"107\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>新款 iPad Pro&nbsp;或将搭载 A14X、Mini LED，整体价格将上涨</b></p><p>如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是主角，相信今年也是如此。</p><p>有爆料称，在设计上，今年 iPad Pro 不会有太大变动，依然采用的是 11 英寸和 12.9 英寸。</p><p>在性能方面，事实上，早在去年，苹果在 iPhone 12 系列中使用了 A14 芯片，而 A14 采用了 5nm 芯片工艺，且采用了 6 核 CPU 设计、4 核 GPU、16 核 NPU。在 iPhone 12 芯片推出不久后，第四代 iPad Air 也采用了这款芯片。截止目前，也可以将 A14 称之为是苹果迄今为止功能最为强大的芯片。</p><p>而在即将到来的发布会上，新款 iPad Pro 想要超越过往，必然也会带来芯片的升级版，据外媒&nbsp;9to5Mac 报道，在 iOS 14.5 Beta 的源代码中，发现了&nbsp;A14X芯片的应用。基于此，也不难猜测，新款 iPad Pro 将搭载一种全新处理器，或命名为&nbsp;A14X&nbsp;，据悉，该处理器的性能与去年下半年 Mac 上搭载的 M1 芯片性能不分上下。</p><p>此外，12.9 英寸的 iPad Pro 有望搭载一种新的显示屏 Mini LED。对此，苹果分析师郭明池表示，12.9 英寸使用 Mini LED 的 iPad Pro 将在 2021 年 4 月中下旬开始量产。目前，Mini LED 已经搭载在高端的 4K 电视中成功面市，如果该显示屏应用在 iPad Pro 中，无疑也会实现更高的对比度、亮度、色彩以及其他一些性能提升。</p><p>遗憾的是，据外媒《Nikkei Asia》报道，因为全球芯片短缺，导致 iPad、MacBook 中一些重要组件延迟交付，也可能会让新品延迟发布。</p><p>不过，最新消息称，苹果供应商 Ennostar 已经大大地提高了 mini-LED 芯片的良率，有望从本月稍晚些时候扩大其 iPad Pro 的产量。</p><p>除此之外，苹果也会增强 iPad Pro 的摄像头，同时据国外爆料大神 Mr`White 表示，其配件 Apple Pencil 也会全新升级，且新款 Apple Pencil 具有更光滑的表面以及更长的笔尖。实际上，通过本次发布会的邀请函，就有不少网友猜测，是通过 Apple Pencil 画出来的。</p><p><img src=\"https://static.tigerbbs.com/8803141b517340abf7055a8737544f53\" tg-width=\"600\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>至于新款 iPad Pro 的定价，目前虽然没有任何消息透露出来，不过，也不难想象今年的 iPad Pro 价格会有所上涨。原因有二，其一，新款 iPad Pro 可以支持 5G 网络；其二，该产品预期搭载功能更强大的 A14X 芯片、Mini LED 显示屏，然而当前全球芯片短缺问题难以在短期之内解决，因此导致硬件成本上涨也在意料之中。</p><p><b>全新升级的 iPad mini</b></p><p>如果说 2019 年，iPad mini 搭载 A12 处理器是诚意满满，那么 2021 年苹果春季发布会上再次发布的 iPad mini 继续使用这款芯片那就是绝对的敷衍用户了。</p><p>因此，如果这次发布会带来新款 iPad mini，那么估计其中的“新”应该重在升级其处理器方面，有人猜测极有可能搭载的是 A14 仿生芯片。</p><p>但相对而言，一直以来，iPad mini 产品的设计并不是那么吸引人，巨大的边框，让不少用户吐槽其屏占比太低。也有很多用户表示，如果更新，更希望苹果能够在不改变设备实际尺寸的情况下，增加屏幕尺寸才是王道。</p><p>对此，据外媒报道，新款 iPad mini 或将采用全面屏方案，同时边框也有所改进，将从原来的圆弧设计改为直角切边设计。</p><p><img src=\"https://static.tigerbbs.com/9c8edef74e050bcd251dccdc4c475ce3\" tg-width=\"109\" tg-height=\"40\" referrerpolicy=\"no-referrer\"></p><p><b>搭载苹果自研芯片的 MacBook，这次会出现吗？</b></p><p>2020 年&nbsp;WWDC 上，苹果宣布将在两年内将 Mac 电脑逐渐从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的 x86 处理器平台迁移到 ARM64 架构的 Apple Silicon 平台。</p><p>去年下半年，苹果也一改往常，三个月连开了三场发布会，在此期间，也更新了 MacBook Air、MacBook Pro、Mac mini 三款电脑的配置。为了加快最初设下的过渡目标，预期接下来苹果仍然会有最新的动作。</p><p>据外媒报道，苹果计划在今年推出更高端的 MacBook Pro&nbsp;和最新的 iMac，而 Mac Pro 台式机预期将在 2022 年使用上 Apple Silicon 芯片。</p><p>此外，MacBook Pro 有望将 13 英寸的外观升级为 14 英寸，同时还有一款 16 英寸的设计。同时，除了上文提到 12.9 英寸的 iPad Pro 将搭载 Mini LED 显示屏之外，有消息称，新款 MacBook Pro 也将放弃使用已久的 LCD 屏，改用 Mini LED。之所以做出这样的选择，是因为 Mini LED 的应用也有助于提高电池性能。</p><p>新款 MacBook Pro 也将采用 M1 的下一版本 M2，又或者被称之为 M1X 芯片。据悉，新款 Apple Silicon 芯片将具有 12 个内核，其中包括 8 个性能内核和 4 个高效内核。</p><p>不过，很多爆料者表示，MacBook Pro 和 Air 预计下半年推出，因此在这场春季发布会上，如果看到 Mac 的身影，那么可能是一台新的 iMac。</p><p>据悉，苹果正在开发一种全新设计的 iMac，该产品具有更多的屏幕空间，不同的机身形状，并带来 Apple Sillicon 升级以及其他改进功能。预计苹果可能会采取与去年相似的方式，从低配的 iMac 开始升级，然后逐步推出搭载 M1X 的高端机型。</p><p>值得一提的是，不久前，苹果刚刚宣布停止生产 iMac Pro 产品，这也从侧面可以理解为为新版 iMac 让道。</p><p><img src=\"https://static.tigerbbs.com/063945dbbd12be21c1cadd573cb82e8b\" tg-width=\"111\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>推陈出新，带屏幕的 HomePod 即将到来？</b></p><p>在 2017 年秋季发布会上，苹果发布首款 HomePod 产品，然而万万没想到的是，仅四年之后，其就迎来了“售完即止”的命运。上个月，苹果正式宣布停产<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>音箱产品&nbsp;HomePod，官方表示，公司将持续生产并专注于去年推出的HomePod mini。</p><p>回看 HomePod 的诞生与消亡，作为一款苹果耗时 5 年研发的产品，其内置 A8 处理器，搭载 6 个麦克风阵列、4 英寸低音炮、底部配有 7 个扬声器阵列，在同类型产品中，在音质方面，可以说超越了市场上其他智能音箱。然而最终初始 349 美元的价格让很多人望而却步，同时因缺乏第三方生态的支持、不够智能等因素，最终还是导致苹果错失市场。</p><p>如今，据彭博社爆料，苹果公司正在研发两款 HomePod 新品，其中援引熟悉苹果计划的人所描述的 HomePod 与“屏幕”有关。</p><p>一款被称之为 HomePod TV，可以通过此产品运行 tvOS，且可以向 Apple TV 上输出高清画面。另外一款是在 HomePod 中通过机械臂的结构内置一块 iPad 大小的屏幕。</p><p>实际上，Apple 此前已经探索过将类似 iPad&nbsp;的屏幕与机械臂相连，该机械臂可以跟踪用户并在用户所处的空间中移动时始终跟随用户。此产品还将搭载麦克风和摄像头，用以启用视频会议。</p><p><img src=\"https://static.tigerbbs.com/466bee4cc81b16871ed0275d4d0a5964\" tg-width=\"109\" tg-height=\"39\" referrerpolicy=\"no-referrer\"></p><p><b>概念级产品 AirTag，这次能成为现实吗？</b></p><p>AirTag，作为一款物品跟踪器，可以悬挂在一些物品上，当物品丢失的时候，及时在网络离线状态下，也可以通过 iPhone 定位找到。不过，一直以来，这种技术都活在了传说中。</p><p>首次发现其踪迹还是因为 4 月初，苹果在 YouTube 频道上传了一则指导用户如何使用“Find My iPhone”的视频中显示了 AirTag 的踪迹：</p><p>开启“离线搜索”可以让 iPhone 和 AirTag 在未连接 Wi-Fi 的情况下被找到。</p><p><img src=\"https://static.tigerbbs.com/e029f34e065120da60bc25118ae2d182\" tg-width=\"928\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>遗憾的是，现在这段视频已经被删除。但是仍然有传言称，AirTag 所实现的技术基础将依赖于苹果公司近期在 U1 超宽带芯片上添加的功能。</p><p>与此同时，苹果宣布，iPhone 不久将能够使用内置的 Find My 应用程序跟踪丢失的物品。软件已经准备就绪，硬件还会远吗？</p><p>针对以上的新品，你期待吗？</p>","source":"lsy1578046468581","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>苹果春季发布会前瞻：这届“科技春晚”会上哪些新品</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苹果春季发布会前瞻：这届“科技春晚”会上哪些新品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw><strong>CSDN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>春意盎然好时节，一年一度的苹果春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。新款 iPad Pro 或将搭载 A14X、Mini LED，整体价格将上涨如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e968cc2fa9a8fe30f2575d1147007bba","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198410511","content_text":"春意盎然好时节，一年一度的苹果春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。新款 iPad Pro 或将搭载 A14X、Mini LED，整体价格将上涨如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是主角，相信今年也是如此。有爆料称，在设计上，今年 iPad Pro 不会有太大变动，依然采用的是 11 英寸和 12.9 英寸。在性能方面，事实上，早在去年，苹果在 iPhone 12 系列中使用了 A14 芯片，而 A14 采用了 5nm 芯片工艺，且采用了 6 核 CPU 设计、4 核 GPU、16 核 NPU。在 iPhone 12 芯片推出不久后，第四代 iPad Air 也采用了这款芯片。截止目前，也可以将 A14 称之为是苹果迄今为止功能最为强大的芯片。而在即将到来的发布会上，新款 iPad Pro 想要超越过往，必然也会带来芯片的升级版，据外媒 9to5Mac 报道，在 iOS 14.5 Beta 的源代码中，发现了 A14X芯片的应用。基于此，也不难猜测，新款 iPad Pro 将搭载一种全新处理器，或命名为 A14X ，据悉，该处理器的性能与去年下半年 Mac 上搭载的 M1 芯片性能不分上下。此外，12.9 英寸的 iPad Pro 有望搭载一种新的显示屏 Mini LED。对此，苹果分析师郭明池表示，12.9 英寸使用 Mini LED 的 iPad Pro 将在 2021 年 4 月中下旬开始量产。目前，Mini LED 已经搭载在高端的 4K 电视中成功面市，如果该显示屏应用在 iPad Pro 中，无疑也会实现更高的对比度、亮度、色彩以及其他一些性能提升。遗憾的是，据外媒《Nikkei Asia》报道，因为全球芯片短缺，导致 iPad、MacBook 中一些重要组件延迟交付，也可能会让新品延迟发布。不过，最新消息称，苹果供应商 Ennostar 已经大大地提高了 mini-LED 芯片的良率，有望从本月稍晚些时候扩大其 iPad Pro 的产量。除此之外，苹果也会增强 iPad Pro 的摄像头，同时据国外爆料大神 Mr`White 表示，其配件 Apple Pencil 也会全新升级，且新款 Apple Pencil 具有更光滑的表面以及更长的笔尖。实际上，通过本次发布会的邀请函，就有不少网友猜测，是通过 Apple Pencil 画出来的。至于新款 iPad Pro 的定价，目前虽然没有任何消息透露出来，不过，也不难想象今年的 iPad Pro 价格会有所上涨。原因有二，其一，新款 iPad Pro 可以支持 5G 网络；其二，该产品预期搭载功能更强大的 A14X 芯片、Mini LED 显示屏，然而当前全球芯片短缺问题难以在短期之内解决，因此导致硬件成本上涨也在意料之中。全新升级的 iPad mini如果说 2019 年，iPad mini 搭载 A12 处理器是诚意满满，那么 2021 年苹果春季发布会上再次发布的 iPad mini 继续使用这款芯片那就是绝对的敷衍用户了。因此，如果这次发布会带来新款 iPad mini，那么估计其中的“新”应该重在升级其处理器方面，有人猜测极有可能搭载的是 A14 仿生芯片。但相对而言，一直以来，iPad mini 产品的设计并不是那么吸引人，巨大的边框，让不少用户吐槽其屏占比太低。也有很多用户表示，如果更新，更希望苹果能够在不改变设备实际尺寸的情况下，增加屏幕尺寸才是王道。对此，据外媒报道，新款 iPad mini 或将采用全面屏方案，同时边框也有所改进，将从原来的圆弧设计改为直角切边设计。搭载苹果自研芯片的 MacBook，这次会出现吗？2020 年 WWDC 上，苹果宣布将在两年内将 Mac 电脑逐渐从英特尔的 x86 处理器平台迁移到 ARM64 架构的 Apple Silicon 平台。去年下半年，苹果也一改往常，三个月连开了三场发布会，在此期间，也更新了 MacBook Air、MacBook Pro、Mac mini 三款电脑的配置。为了加快最初设下的过渡目标，预期接下来苹果仍然会有最新的动作。据外媒报道，苹果计划在今年推出更高端的 MacBook Pro 和最新的 iMac，而 Mac Pro 台式机预期将在 2022 年使用上 Apple Silicon 芯片。此外，MacBook Pro 有望将 13 英寸的外观升级为 14 英寸，同时还有一款 16 英寸的设计。同时，除了上文提到 12.9 英寸的 iPad Pro 将搭载 Mini LED 显示屏之外，有消息称，新款 MacBook Pro 也将放弃使用已久的 LCD 屏，改用 Mini LED。之所以做出这样的选择，是因为 Mini LED 的应用也有助于提高电池性能。新款 MacBook Pro 也将采用 M1 的下一版本 M2，又或者被称之为 M1X 芯片。据悉，新款 Apple Silicon 芯片将具有 12 个内核，其中包括 8 个性能内核和 4 个高效内核。不过，很多爆料者表示，MacBook Pro 和 Air 预计下半年推出，因此在这场春季发布会上，如果看到 Mac 的身影，那么可能是一台新的 iMac。据悉，苹果正在开发一种全新设计的 iMac，该产品具有更多的屏幕空间，不同的机身形状，并带来 Apple Sillicon 升级以及其他改进功能。预计苹果可能会采取与去年相似的方式，从低配的 iMac 开始升级，然后逐步推出搭载 M1X 的高端机型。值得一提的是，不久前，苹果刚刚宣布停止生产 iMac Pro 产品，这也从侧面可以理解为为新版 iMac 让道。推陈出新，带屏幕的 HomePod 即将到来？在 2017 年秋季发布会上，苹果发布首款 HomePod 产品，然而万万没想到的是，仅四年之后，其就迎来了“售完即止”的命运。上个月，苹果正式宣布停产智能音箱产品 HomePod，官方表示，公司将持续生产并专注于去年推出的HomePod mini。回看 HomePod 的诞生与消亡，作为一款苹果耗时 5 年研发的产品，其内置 A8 处理器，搭载 6 个麦克风阵列、4 英寸低音炮、底部配有 7 个扬声器阵列，在同类型产品中，在音质方面，可以说超越了市场上其他智能音箱。然而最终初始 349 美元的价格让很多人望而却步，同时因缺乏第三方生态的支持、不够智能等因素，最终还是导致苹果错失市场。如今，据彭博社爆料，苹果公司正在研发两款 HomePod 新品，其中援引熟悉苹果计划的人所描述的 HomePod 与“屏幕”有关。一款被称之为 HomePod TV，可以通过此产品运行 tvOS，且可以向 Apple TV 上输出高清画面。另外一款是在 HomePod 中通过机械臂的结构内置一块 iPad 大小的屏幕。实际上，Apple 此前已经探索过将类似 iPad 的屏幕与机械臂相连，该机械臂可以跟踪用户并在用户所处的空间中移动时始终跟随用户。此产品还将搭载麦克风和摄像头，用以启用视频会议。概念级产品 AirTag，这次能成为现实吗？AirTag，作为一款物品跟踪器，可以悬挂在一些物品上，当物品丢失的时候，及时在网络离线状态下，也可以通过 iPhone 定位找到。不过，一直以来，这种技术都活在了传说中。首次发现其踪迹还是因为 4 月初，苹果在 YouTube 频道上传了一则指导用户如何使用“Find My iPhone”的视频中显示了 AirTag 的踪迹：开启“离线搜索”可以让 iPhone 和 AirTag 在未连接 Wi-Fi 的情况下被找到。遗憾的是，现在这段视频已经被删除。但是仍然有传言称，AirTag 所实现的技术基础将依赖于苹果公司近期在 U1 超宽带芯片上添加的功能。与此同时，苹果宣布，iPhone 不久将能够使用内置的 Find My 应用程序跟踪丢失的物品。软件已经准备就绪，硬件还会远吗？针对以上的新品，你期待吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347447863,"gmtCreate":1618528077452,"gmtModify":1704712147902,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347447863","repostId":"1104398681","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347867698,"gmtCreate":1618486273514,"gmtModify":1704711559899,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>?","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>?","text":"$DraftKings Inc.(DKNG)$?","images":[{"img":"https://static.tigerbbs.com/5d86b3cffd2ea4782a9deeb85a66f7c6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347867698","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":197638057513104,"gmtCreate":1689285655961,"gmtModify":1689285856987,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]//<a href=\"https://ttm.financial/U/4116209035887102\">@amroui</a>:In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade","listText":"[强]//<a href=\"https://ttm.financial/U/4116209035887102\">@amroui</a>:In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade","text":"[强]//@amroui:In its latest press release on 12 July, $ZIM Integrated Shipping Services Ltd.(ZIM)$ downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade","images":[{"img":"https://community-static.tradeup.com/news/91e2311990078d2d2231f2f6b6c29411","width":"1170","height":"1980"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197638057513104","repostId":"197538311352512","repostType":1,"repost":{"id":197538311352512,"gmtCreate":1689261306950,"gmtModify":1689263038217,"author":{"id":"4116209035887102","authorId":"4116209035887102","name":"amroui","avatar":"https://community-static.tradeup.com/news/bb03dc92b3df3a11ddb8660dbf7eb694","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4116209035887102","authorIdStr":"4116209035887102"},"themes":[],"title":"We’re looking out for the wrong things for ZIM","htmlText":"In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats","listText":"In its latest press release on 12 July,&nbsp;<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a>downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're&nbsp;starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats","text":"In its latest press release on 12 July, $ZIM Integrated Shipping Services Ltd.(ZIM)$ downgraded their forecast for FY2023, which rightly sparked a market sell off. I'm expecting the price to continue trending back below $12. Can bullish market overturn bearish sentiment? With the recent CPI report and the Fed pause in June, we're starting to feel more confident that the worst is over and that interest rates will probably not go up much further, with some of us going so far as to speculate interest rate cuts happening by year end. Will our economy start picking up in H2 2023, and won't that be good news for ZIM? How important is US-Sino trade to ZIM? The Pacific trade route accounts for a majority of ZIM recent revenue in 2022 (stats","images":[{"img":"https://community-static.tradeup.com/news/91e2311990078d2d2231f2f6b6c29411","width":"1170","height":"1980"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197538311352512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9979345579,"gmtCreate":1687386702991,"gmtModify":1687386707438,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979345579","repostId":"189722946383920","repostType":1,"repost":{"id":189722946383920,"gmtCreate":1687344780021,"gmtModify":1687345221461,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"BUY Marathon Digital Holdings (MARA) for Its Bullish Outlook","htmlText":"With a focus on mining cryptocurrencies, particularly Bitcoin, <a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> has garnered attention from investors and traders alike. I am writing this article to explore the factors contributing to its potential for future growth. And how MARA fare on the Technical Analysis as well. I have been trading in and out of MARA. So I believe in its potential as a crypto miner. With the launch of crypto(Bitcoin) focused ETF/funds, MARA would be in a better position than before. A Strong Position in Bitcoin Mining Marathon Digital Holdings is primarily engaged in Bitcoin mining, a process that involves verifying transactions and securing the network by solving complex mathematical problems. As one of the largest publicly traded Bi","listText":"With a focus on mining cryptocurrencies, particularly Bitcoin, <a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> has garnered attention from investors and traders alike. I am writing this article to explore the factors contributing to its potential for future growth. And how MARA fare on the Technical Analysis as well. I have been trading in and out of MARA. So I believe in its potential as a crypto miner. With the launch of crypto(Bitcoin) focused ETF/funds, MARA would be in a better position than before. A Strong Position in Bitcoin Mining Marathon Digital Holdings is primarily engaged in Bitcoin mining, a process that involves verifying transactions and securing the network by solving complex mathematical problems. As one of the largest publicly traded Bi","text":"With a focus on mining cryptocurrencies, particularly Bitcoin, $Marathon Digital Holdings Inc(MARA)$ has garnered attention from investors and traders alike. I am writing this article to explore the factors contributing to its potential for future growth. And how MARA fare on the Technical Analysis as well. I have been trading in and out of MARA. So I believe in its potential as a crypto miner. With the launch of crypto(Bitcoin) focused ETF/funds, MARA would be in a better position than before. A Strong Position in Bitcoin Mining Marathon Digital Holdings is primarily engaged in Bitcoin mining, a process that involves verifying transactions and securing the network by solving complex mathematical problems. As one of the largest publicly traded Bi","images":[{"img":"https://community-static.tradeup.com/news/3c9c457344cb02b7653f3cb4577a1804","width":"836","height":"360"},{"img":"https://community-static.tradeup.com/news/3009f65c514086529e4c41a17fc290f8","width":"956","height":"471"},{"img":"https://community-static.tradeup.com/news/9978a4aae46021fd79e27eb4e16baf09","width":"637","height":"490"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189722946383920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979970226,"gmtCreate":1686521835366,"gmtModify":1686521840536,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979970226","repostId":"186246497267760","repostType":1,"repost":{"id":186246497267760,"gmtCreate":1686478655455,"gmtModify":1686481914350,"author":{"id":"10000000000010671","authorId":"10000000000010671","name":"Berg Toby","avatar":"https://static.tigerbbs.com/a51412b5aac615981882d381acd5a334","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010671","authorIdStr":"10000000000010671"},"themes":[],"htmlText":"\n \n \n  聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）\n \n","listText":"聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）","text":"聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186246497267760","isVote":1,"tweetType":2,"object":{"id":"828b7688ab2744eeb1b7186f79a58ce9","tweetId":"186246497267760","title":"聯儲局議息最新形勢！美股11月前後創新高！解構儲局轉向和股災關係！中概股指數確認突破（市場加息機率，標普500指數SPY，納斯達克中國金龍指數HXC）","videoUrl":"http://v.tigerbbs.com/168647864909288637dcd312f2dad109c1b4eed244d99.mp4","poster":"https://static.tigerbbs.com/7026e6bc5fa212f96e703f823a1c39b8","shareLink":"http://v.tigerbbs.com/168647864909288637dcd312f2dad109c1b4eed244d99.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979963067,"gmtCreate":1686175812459,"gmtModify":1686175816537,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979963067","repostId":"184865955078144","repostType":1,"repost":{"id":184865955078144,"gmtCreate":1686141433078,"gmtModify":1686883871829,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[9th Anniversary] Light up your investing","htmlText":"It's time to celebrate! 🎉🎂🎁Tiger 9th Anniversary has arrived and it's a great opportunity to light up your investing. This 9th Anniversary marks an important milestone for Tiger. We've seen tremendous growth over the past nine years and we're excited to see what the future holds.We would like to express our gratitude to you. From the very beginning, you have been the cornerstone of our success. Your unwavering support, feedback, and encouragement have propelled us to new heights, continuously shaping and refining our services to meet your evolving needs. We are grateful for the opportunity to be a part of your financial journey, assisting you in realizing your investment goals.As we celebrate this special occasion, we acknowledge that none of our accomplishments would have been possible wi","listText":"It's time to celebrate! 🎉🎂🎁Tiger 9th Anniversary has arrived and it's a great opportunity to light up your investing. This 9th Anniversary marks an important milestone for Tiger. We've seen tremendous growth over the past nine years and we're excited to see what the future holds.We would like to express our gratitude to you. From the very beginning, you have been the cornerstone of our success. Your unwavering support, feedback, and encouragement have propelled us to new heights, continuously shaping and refining our services to meet your evolving needs. We are grateful for the opportunity to be a part of your financial journey, assisting you in realizing your investment goals.As we celebrate this special occasion, we acknowledge that none of our accomplishments would have been possible wi","text":"It's time to celebrate! 🎉🎂🎁Tiger 9th Anniversary has arrived and it's a great opportunity to light up your investing. This 9th Anniversary marks an important milestone for Tiger. We've seen tremendous growth over the past nine years and we're excited to see what the future holds.We would like to express our gratitude to you. From the very beginning, you have been the cornerstone of our success. Your unwavering support, feedback, and encouragement have propelled us to new heights, continuously shaping and refining our services to meet your evolving needs. We are grateful for the opportunity to be a part of your financial journey, assisting you in realizing your investment goals.As we celebrate this special occasion, we acknowledge that none of our accomplishments would have been possible wi","images":[{"img":"https://community-static.tradeup.com/news/0aba2f14ee9dfe1f2d34679accec4d02","width":"1064","height":"806"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184865955078144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347867698,"gmtCreate":1618486273514,"gmtModify":1704711559899,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>?","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>?","text":"$DraftKings Inc.(DKNG)$?","images":[{"img":"https://static.tigerbbs.com/5d86b3cffd2ea4782a9deeb85a66f7c6","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/347867698","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089873439,"gmtCreate":1649984667139,"gmtModify":1676534621385,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WMT\">$沃尔玛(WMT)$</a>[OK]&nbsp;","listText":"<a href=\"https://ttm.financial/S/WMT\">$沃尔玛(WMT)$</a>[OK]&nbsp;","text":"$沃尔玛(WMT)$[OK]","images":[{"img":"https://community-static.tradeup.com/news/ec126ed2d7b0efe66fefe01c94ce4a1b","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089873439","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370556484,"gmtCreate":1618614729648,"gmtModify":1704713351437,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370556484","repostId":"1198410511","repostType":4,"repost":{"id":"1198410511","pubTimestamp":1618831731,"share":"https://ttm.financial/m/news/1198410511?lang=&edition=fundamental","pubTime":"2021-04-19 19:28","market":"us","language":"zh","title":"苹果春季发布会前瞻：这届“科技春晚”会上哪些新品","url":"https://stock-news.laohu8.com/highlight/detail?id=1198410511","media":"CSDN","summary":"苹果春季发布会定档 北京时间4月21日凌晨1点。","content":"<p>春意盎然好时节，一年一度的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。</p><p><img src=\"https://static.tigerbbs.com/1a0fece4554a9679bf8d9057401f3db0\" tg-width=\"1080\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/00ed238724a9e65ebdd76ef29f452a26\" tg-width=\"107\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>新款 iPad Pro&nbsp;或将搭载 A14X、Mini LED，整体价格将上涨</b></p><p>如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是主角，相信今年也是如此。</p><p>有爆料称，在设计上，今年 iPad Pro 不会有太大变动，依然采用的是 11 英寸和 12.9 英寸。</p><p>在性能方面，事实上，早在去年，苹果在 iPhone 12 系列中使用了 A14 芯片，而 A14 采用了 5nm 芯片工艺，且采用了 6 核 CPU 设计、4 核 GPU、16 核 NPU。在 iPhone 12 芯片推出不久后，第四代 iPad Air 也采用了这款芯片。截止目前，也可以将 A14 称之为是苹果迄今为止功能最为强大的芯片。</p><p>而在即将到来的发布会上，新款 iPad Pro 想要超越过往，必然也会带来芯片的升级版，据外媒&nbsp;9to5Mac 报道，在 iOS 14.5 Beta 的源代码中，发现了&nbsp;A14X芯片的应用。基于此，也不难猜测，新款 iPad Pro 将搭载一种全新处理器，或命名为&nbsp;A14X&nbsp;，据悉，该处理器的性能与去年下半年 Mac 上搭载的 M1 芯片性能不分上下。</p><p>此外，12.9 英寸的 iPad Pro 有望搭载一种新的显示屏 Mini LED。对此，苹果分析师郭明池表示，12.9 英寸使用 Mini LED 的 iPad Pro 将在 2021 年 4 月中下旬开始量产。目前，Mini LED 已经搭载在高端的 4K 电视中成功面市，如果该显示屏应用在 iPad Pro 中，无疑也会实现更高的对比度、亮度、色彩以及其他一些性能提升。</p><p>遗憾的是，据外媒《Nikkei Asia》报道，因为全球芯片短缺，导致 iPad、MacBook 中一些重要组件延迟交付，也可能会让新品延迟发布。</p><p>不过，最新消息称，苹果供应商 Ennostar 已经大大地提高了 mini-LED 芯片的良率，有望从本月稍晚些时候扩大其 iPad Pro 的产量。</p><p>除此之外，苹果也会增强 iPad Pro 的摄像头，同时据国外爆料大神 Mr`White 表示，其配件 Apple Pencil 也会全新升级，且新款 Apple Pencil 具有更光滑的表面以及更长的笔尖。实际上，通过本次发布会的邀请函，就有不少网友猜测，是通过 Apple Pencil 画出来的。</p><p><img src=\"https://static.tigerbbs.com/8803141b517340abf7055a8737544f53\" tg-width=\"600\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>至于新款 iPad Pro 的定价，目前虽然没有任何消息透露出来，不过，也不难想象今年的 iPad Pro 价格会有所上涨。原因有二，其一，新款 iPad Pro 可以支持 5G 网络；其二，该产品预期搭载功能更强大的 A14X 芯片、Mini LED 显示屏，然而当前全球芯片短缺问题难以在短期之内解决，因此导致硬件成本上涨也在意料之中。</p><p><b>全新升级的 iPad mini</b></p><p>如果说 2019 年，iPad mini 搭载 A12 处理器是诚意满满，那么 2021 年苹果春季发布会上再次发布的 iPad mini 继续使用这款芯片那就是绝对的敷衍用户了。</p><p>因此，如果这次发布会带来新款 iPad mini，那么估计其中的“新”应该重在升级其处理器方面，有人猜测极有可能搭载的是 A14 仿生芯片。</p><p>但相对而言，一直以来，iPad mini 产品的设计并不是那么吸引人，巨大的边框，让不少用户吐槽其屏占比太低。也有很多用户表示，如果更新，更希望苹果能够在不改变设备实际尺寸的情况下，增加屏幕尺寸才是王道。</p><p>对此，据外媒报道，新款 iPad mini 或将采用全面屏方案，同时边框也有所改进，将从原来的圆弧设计改为直角切边设计。</p><p><img src=\"https://static.tigerbbs.com/9c8edef74e050bcd251dccdc4c475ce3\" tg-width=\"109\" tg-height=\"40\" referrerpolicy=\"no-referrer\"></p><p><b>搭载苹果自研芯片的 MacBook，这次会出现吗？</b></p><p>2020 年&nbsp;WWDC 上，苹果宣布将在两年内将 Mac 电脑逐渐从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的 x86 处理器平台迁移到 ARM64 架构的 Apple Silicon 平台。</p><p>去年下半年，苹果也一改往常，三个月连开了三场发布会，在此期间，也更新了 MacBook Air、MacBook Pro、Mac mini 三款电脑的配置。为了加快最初设下的过渡目标，预期接下来苹果仍然会有最新的动作。</p><p>据外媒报道，苹果计划在今年推出更高端的 MacBook Pro&nbsp;和最新的 iMac，而 Mac Pro 台式机预期将在 2022 年使用上 Apple Silicon 芯片。</p><p>此外，MacBook Pro 有望将 13 英寸的外观升级为 14 英寸，同时还有一款 16 英寸的设计。同时，除了上文提到 12.9 英寸的 iPad Pro 将搭载 Mini LED 显示屏之外，有消息称，新款 MacBook Pro 也将放弃使用已久的 LCD 屏，改用 Mini LED。之所以做出这样的选择，是因为 Mini LED 的应用也有助于提高电池性能。</p><p>新款 MacBook Pro 也将采用 M1 的下一版本 M2，又或者被称之为 M1X 芯片。据悉，新款 Apple Silicon 芯片将具有 12 个内核，其中包括 8 个性能内核和 4 个高效内核。</p><p>不过，很多爆料者表示，MacBook Pro 和 Air 预计下半年推出，因此在这场春季发布会上，如果看到 Mac 的身影，那么可能是一台新的 iMac。</p><p>据悉，苹果正在开发一种全新设计的 iMac，该产品具有更多的屏幕空间，不同的机身形状，并带来 Apple Sillicon 升级以及其他改进功能。预计苹果可能会采取与去年相似的方式，从低配的 iMac 开始升级，然后逐步推出搭载 M1X 的高端机型。</p><p>值得一提的是，不久前，苹果刚刚宣布停止生产 iMac Pro 产品，这也从侧面可以理解为为新版 iMac 让道。</p><p><img src=\"https://static.tigerbbs.com/063945dbbd12be21c1cadd573cb82e8b\" tg-width=\"111\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>推陈出新，带屏幕的 HomePod 即将到来？</b></p><p>在 2017 年秋季发布会上，苹果发布首款 HomePod 产品，然而万万没想到的是，仅四年之后，其就迎来了“售完即止”的命运。上个月，苹果正式宣布停产<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>音箱产品&nbsp;HomePod，官方表示，公司将持续生产并专注于去年推出的HomePod mini。</p><p>回看 HomePod 的诞生与消亡，作为一款苹果耗时 5 年研发的产品，其内置 A8 处理器，搭载 6 个麦克风阵列、4 英寸低音炮、底部配有 7 个扬声器阵列，在同类型产品中，在音质方面，可以说超越了市场上其他智能音箱。然而最终初始 349 美元的价格让很多人望而却步，同时因缺乏第三方生态的支持、不够智能等因素，最终还是导致苹果错失市场。</p><p>如今，据彭博社爆料，苹果公司正在研发两款 HomePod 新品，其中援引熟悉苹果计划的人所描述的 HomePod 与“屏幕”有关。</p><p>一款被称之为 HomePod TV，可以通过此产品运行 tvOS，且可以向 Apple TV 上输出高清画面。另外一款是在 HomePod 中通过机械臂的结构内置一块 iPad 大小的屏幕。</p><p>实际上，Apple 此前已经探索过将类似 iPad&nbsp;的屏幕与机械臂相连，该机械臂可以跟踪用户并在用户所处的空间中移动时始终跟随用户。此产品还将搭载麦克风和摄像头，用以启用视频会议。</p><p><img src=\"https://static.tigerbbs.com/466bee4cc81b16871ed0275d4d0a5964\" tg-width=\"109\" tg-height=\"39\" referrerpolicy=\"no-referrer\"></p><p><b>概念级产品 AirTag，这次能成为现实吗？</b></p><p>AirTag，作为一款物品跟踪器，可以悬挂在一些物品上，当物品丢失的时候，及时在网络离线状态下，也可以通过 iPhone 定位找到。不过，一直以来，这种技术都活在了传说中。</p><p>首次发现其踪迹还是因为 4 月初，苹果在 YouTube 频道上传了一则指导用户如何使用“Find My iPhone”的视频中显示了 AirTag 的踪迹：</p><p>开启“离线搜索”可以让 iPhone 和 AirTag 在未连接 Wi-Fi 的情况下被找到。</p><p><img src=\"https://static.tigerbbs.com/e029f34e065120da60bc25118ae2d182\" tg-width=\"928\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>遗憾的是，现在这段视频已经被删除。但是仍然有传言称，AirTag 所实现的技术基础将依赖于苹果公司近期在 U1 超宽带芯片上添加的功能。</p><p>与此同时，苹果宣布，iPhone 不久将能够使用内置的 Find My 应用程序跟踪丢失的物品。软件已经准备就绪，硬件还会远吗？</p><p>针对以上的新品，你期待吗？</p>","source":"lsy1578046468581","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>苹果春季发布会前瞻：这届“科技春晚”会上哪些新品</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苹果春季发布会前瞻：这届“科技春晚”会上哪些新品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-19 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw><strong>CSDN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>春意盎然好时节，一年一度的苹果春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。新款 iPad Pro 或将搭载 A14X、Mini LED，整体价格将上涨如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e968cc2fa9a8fe30f2575d1147007bba","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198410511","content_text":"春意盎然好时节，一年一度的苹果春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。新款 iPad Pro 或将搭载 A14X、Mini LED，整体价格将上涨如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是主角，相信今年也是如此。有爆料称，在设计上，今年 iPad Pro 不会有太大变动，依然采用的是 11 英寸和 12.9 英寸。在性能方面，事实上，早在去年，苹果在 iPhone 12 系列中使用了 A14 芯片，而 A14 采用了 5nm 芯片工艺，且采用了 6 核 CPU 设计、4 核 GPU、16 核 NPU。在 iPhone 12 芯片推出不久后，第四代 iPad Air 也采用了这款芯片。截止目前，也可以将 A14 称之为是苹果迄今为止功能最为强大的芯片。而在即将到来的发布会上，新款 iPad Pro 想要超越过往，必然也会带来芯片的升级版，据外媒 9to5Mac 报道，在 iOS 14.5 Beta 的源代码中，发现了 A14X芯片的应用。基于此，也不难猜测，新款 iPad Pro 将搭载一种全新处理器，或命名为 A14X ，据悉，该处理器的性能与去年下半年 Mac 上搭载的 M1 芯片性能不分上下。此外，12.9 英寸的 iPad Pro 有望搭载一种新的显示屏 Mini LED。对此，苹果分析师郭明池表示，12.9 英寸使用 Mini LED 的 iPad Pro 将在 2021 年 4 月中下旬开始量产。目前，Mini LED 已经搭载在高端的 4K 电视中成功面市，如果该显示屏应用在 iPad Pro 中，无疑也会实现更高的对比度、亮度、色彩以及其他一些性能提升。遗憾的是，据外媒《Nikkei Asia》报道，因为全球芯片短缺，导致 iPad、MacBook 中一些重要组件延迟交付，也可能会让新品延迟发布。不过，最新消息称，苹果供应商 Ennostar 已经大大地提高了 mini-LED 芯片的良率，有望从本月稍晚些时候扩大其 iPad Pro 的产量。除此之外，苹果也会增强 iPad Pro 的摄像头，同时据国外爆料大神 Mr`White 表示，其配件 Apple Pencil 也会全新升级，且新款 Apple Pencil 具有更光滑的表面以及更长的笔尖。实际上，通过本次发布会的邀请函，就有不少网友猜测，是通过 Apple Pencil 画出来的。至于新款 iPad Pro 的定价，目前虽然没有任何消息透露出来，不过，也不难想象今年的 iPad Pro 价格会有所上涨。原因有二，其一，新款 iPad Pro 可以支持 5G 网络；其二，该产品预期搭载功能更强大的 A14X 芯片、Mini LED 显示屏，然而当前全球芯片短缺问题难以在短期之内解决，因此导致硬件成本上涨也在意料之中。全新升级的 iPad mini如果说 2019 年，iPad mini 搭载 A12 处理器是诚意满满，那么 2021 年苹果春季发布会上再次发布的 iPad mini 继续使用这款芯片那就是绝对的敷衍用户了。因此，如果这次发布会带来新款 iPad mini，那么估计其中的“新”应该重在升级其处理器方面，有人猜测极有可能搭载的是 A14 仿生芯片。但相对而言，一直以来，iPad mini 产品的设计并不是那么吸引人，巨大的边框，让不少用户吐槽其屏占比太低。也有很多用户表示，如果更新，更希望苹果能够在不改变设备实际尺寸的情况下，增加屏幕尺寸才是王道。对此，据外媒报道，新款 iPad mini 或将采用全面屏方案，同时边框也有所改进，将从原来的圆弧设计改为直角切边设计。搭载苹果自研芯片的 MacBook，这次会出现吗？2020 年 WWDC 上，苹果宣布将在两年内将 Mac 电脑逐渐从英特尔的 x86 处理器平台迁移到 ARM64 架构的 Apple Silicon 平台。去年下半年，苹果也一改往常，三个月连开了三场发布会，在此期间，也更新了 MacBook Air、MacBook Pro、Mac mini 三款电脑的配置。为了加快最初设下的过渡目标，预期接下来苹果仍然会有最新的动作。据外媒报道，苹果计划在今年推出更高端的 MacBook Pro 和最新的 iMac，而 Mac Pro 台式机预期将在 2022 年使用上 Apple Silicon 芯片。此外，MacBook Pro 有望将 13 英寸的外观升级为 14 英寸，同时还有一款 16 英寸的设计。同时，除了上文提到 12.9 英寸的 iPad Pro 将搭载 Mini LED 显示屏之外，有消息称，新款 MacBook Pro 也将放弃使用已久的 LCD 屏，改用 Mini LED。之所以做出这样的选择，是因为 Mini LED 的应用也有助于提高电池性能。新款 MacBook Pro 也将采用 M1 的下一版本 M2，又或者被称之为 M1X 芯片。据悉，新款 Apple Silicon 芯片将具有 12 个内核，其中包括 8 个性能内核和 4 个高效内核。不过，很多爆料者表示，MacBook Pro 和 Air 预计下半年推出，因此在这场春季发布会上，如果看到 Mac 的身影，那么可能是一台新的 iMac。据悉，苹果正在开发一种全新设计的 iMac，该产品具有更多的屏幕空间，不同的机身形状，并带来 Apple Sillicon 升级以及其他改进功能。预计苹果可能会采取与去年相似的方式，从低配的 iMac 开始升级，然后逐步推出搭载 M1X 的高端机型。值得一提的是，不久前，苹果刚刚宣布停止生产 iMac Pro 产品，这也从侧面可以理解为为新版 iMac 让道。推陈出新，带屏幕的 HomePod 即将到来？在 2017 年秋季发布会上，苹果发布首款 HomePod 产品，然而万万没想到的是，仅四年之后，其就迎来了“售完即止”的命运。上个月，苹果正式宣布停产智能音箱产品 HomePod，官方表示，公司将持续生产并专注于去年推出的HomePod mini。回看 HomePod 的诞生与消亡，作为一款苹果耗时 5 年研发的产品，其内置 A8 处理器，搭载 6 个麦克风阵列、4 英寸低音炮、底部配有 7 个扬声器阵列，在同类型产品中，在音质方面，可以说超越了市场上其他智能音箱。然而最终初始 349 美元的价格让很多人望而却步，同时因缺乏第三方生态的支持、不够智能等因素，最终还是导致苹果错失市场。如今，据彭博社爆料，苹果公司正在研发两款 HomePod 新品，其中援引熟悉苹果计划的人所描述的 HomePod 与“屏幕”有关。一款被称之为 HomePod TV，可以通过此产品运行 tvOS，且可以向 Apple TV 上输出高清画面。另外一款是在 HomePod 中通过机械臂的结构内置一块 iPad 大小的屏幕。实际上，Apple 此前已经探索过将类似 iPad 的屏幕与机械臂相连，该机械臂可以跟踪用户并在用户所处的空间中移动时始终跟随用户。此产品还将搭载麦克风和摄像头，用以启用视频会议。概念级产品 AirTag，这次能成为现实吗？AirTag，作为一款物品跟踪器，可以悬挂在一些物品上，当物品丢失的时候，及时在网络离线状态下，也可以通过 iPhone 定位找到。不过，一直以来，这种技术都活在了传说中。首次发现其踪迹还是因为 4 月初，苹果在 YouTube 频道上传了一则指导用户如何使用“Find My iPhone”的视频中显示了 AirTag 的踪迹：开启“离线搜索”可以让 iPhone 和 AirTag 在未连接 Wi-Fi 的情况下被找到。遗憾的是，现在这段视频已经被删除。但是仍然有传言称，AirTag 所实现的技术基础将依赖于苹果公司近期在 U1 超宽带芯片上添加的功能。与此同时，苹果宣布，iPhone 不久将能够使用内置的 Find My 应用程序跟踪丢失的物品。软件已经准备就绪，硬件还会远吗？针对以上的新品，你期待吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928502818,"gmtCreate":1671316103434,"gmtModify":1676538522584,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928502818","repostId":"1150856175","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967865101,"gmtCreate":1670295196803,"gmtModify":1676538339291,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967865101","repostId":"1101340593","repostType":4,"repost":{"id":"1101340593","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":1670294547,"share":"https://ttm.financial/m/news/1101340593?lang=&edition=fundamental","pubTime":"2022-12-06 10:42","market":"hk","language":"zh","title":"奈雪的茶持续拉升，涨超16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101340593","media":"老虎资讯综合","summary":"此前宣布拟5.25亿收购乐乐茶44%股权。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>持续拉升，现涨超16%，此前宣布拟5.25亿收购乐乐茶44%股权。</p><p><img src=\"https://static.tigerbbs.com/416188493bd3287b7ed8252e0be6375b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>奈雪的茶持续拉升，涨超16%</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奈雪的茶持续拉升，涨超16%\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\">2022-12-06 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>持续拉升，现涨超16%，此前宣布拟5.25亿收购乐乐茶44%股权。</p><p><img src=\"https://static.tigerbbs.com/416188493bd3287b7ed8252e0be6375b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/969153dc5674369c3b376e33d2fc3976","relate_stocks":{"02150":"奈雪的茶"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101340593","content_text":"奈雪的茶持续拉升，现涨超16%，此前宣布拟5.25亿收购乐乐茶44%股权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964780120,"gmtCreate":1670207495260,"gmtModify":1676538320628,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964780120","repostId":"2289502187","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964299740,"gmtCreate":1670150187680,"gmtModify":1676538310678,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964299740","repostId":"629073668","repostType":1,"repost":{"id":629073668,"gmtCreate":1670149203656,"gmtModify":1676538310578,"author":{"id":"3544741620712862","authorId":"3544741620712862","name":"智趣财经社","avatar":"https://static.tigerbbs.com/dc20fce2b02060c4b4951affcd22d19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544741620712862","authorIdStr":"3544741620712862"},"themes":[],"title":"吳亞軍“交棒”與去“家族化”","htmlText":"過去的這個週末，地產圈最熱的關鍵詞是龍湖和吳亞軍。10月28日，頭部房企龍湖集團布公告，公司創始人吳亞軍退休，40歲的80後職業經理人陳序平升任董事長，併兼任CEO角色。吳亞軍，這個低調的常常藏身於霓光燈後的傑出女企業家，江湖上從不缺她的傳說。她也是唯一一個讓“地產狂人”宋衛平曾交口稱讚的競爭對手，2010年時宋甚至公開放言，“你們可以賣掉綠城的股票，買龍湖的股票。”吳亞軍確有其人格魅力在身上，她帶領她的企業走過了中國房地產業最繁榮的年代。雖然她是龍湖的靈魂人物，但市場普遍認爲，這次交棒並不會對龍湖帶來什麼動盪。相反，這可能是“龍湖新的起點，時代交班新的楷模”。這要得益於龍湖早早就開始籌備的去家族化和人才培養體系。自龍湖2004年第一屆仕官生招聘，至今有18年曆史。通過這近20年的仕官生培養機制，以及10年來機構化的歷練，龍湖已經有了一支根基深厚、文化同頻的職業經理人團隊，並形成了完善的人才梯隊和公司治理體系，完全可以實現順利交接班。新掌門陳序平，畢業於清華大學，是2008屆仕官生。吳亞軍認爲陳序平本人底色與龍湖的本色誠勤樸慎是一致的。在龍湖的18年曆練，在內部的管理和方向把握上，應該不會出現太大的磨合問題。颯颯大女主的人設走到了下半程：58歲，培養了專業的團隊，有職業化的可值得信賴的人接棒，她退居幕後更多陪伴孩子，真正的人間清醒！機構化是企業長期發展的戰略需要。很多民企都面臨創一代退休，如何選拔接班人的問題。不依賴於創始人，將集團從家族化推向集團化和職業化，是新時代適應市場環境的新打法。在整個地產行業風聲鶴唳的時刻，龍湖已是碩果僅存的民企開發商之一。希望龍湖這個完美的接班打樣，給民企創一代們和市場更多的思考和啓發。0128日傍晚，龍湖集團召開了合夥人大會，吳亞軍出席會議並對多年的老同事做了告別。因爲剛做完眼部手術，所以會議上吳亞軍還戴着墨鏡，據她透露，接下來眼部還要繼續手","listText":"過去的這個週末，地產圈最熱的關鍵詞是龍湖和吳亞軍。10月28日，頭部房企龍湖集團布公告，公司創始人吳亞軍退休，40歲的80後職業經理人陳序平升任董事長，併兼任CEO角色。吳亞軍，這個低調的常常藏身於霓光燈後的傑出女企業家，江湖上從不缺她的傳說。她也是唯一一個讓“地產狂人”宋衛平曾交口稱讚的競爭對手，2010年時宋甚至公開放言，“你們可以賣掉綠城的股票，買龍湖的股票。”吳亞軍確有其人格魅力在身上，她帶領她的企業走過了中國房地產業最繁榮的年代。雖然她是龍湖的靈魂人物，但市場普遍認爲，這次交棒並不會對龍湖帶來什麼動盪。相反，這可能是“龍湖新的起點，時代交班新的楷模”。這要得益於龍湖早早就開始籌備的去家族化和人才培養體系。自龍湖2004年第一屆仕官生招聘，至今有18年曆史。通過這近20年的仕官生培養機制，以及10年來機構化的歷練，龍湖已經有了一支根基深厚、文化同頻的職業經理人團隊，並形成了完善的人才梯隊和公司治理體系，完全可以實現順利交接班。新掌門陳序平，畢業於清華大學，是2008屆仕官生。吳亞軍認爲陳序平本人底色與龍湖的本色誠勤樸慎是一致的。在龍湖的18年曆練，在內部的管理和方向把握上，應該不會出現太大的磨合問題。颯颯大女主的人設走到了下半程：58歲，培養了專業的團隊，有職業化的可值得信賴的人接棒，她退居幕後更多陪伴孩子，真正的人間清醒！機構化是企業長期發展的戰略需要。很多民企都面臨創一代退休，如何選拔接班人的問題。不依賴於創始人，將集團從家族化推向集團化和職業化，是新時代適應市場環境的新打法。在整個地產行業風聲鶴唳的時刻，龍湖已是碩果僅存的民企開發商之一。希望龍湖這個完美的接班打樣，給民企創一代們和市場更多的思考和啓發。0128日傍晚，龍湖集團召開了合夥人大會，吳亞軍出席會議並對多年的老同事做了告別。因爲剛做完眼部手術，所以會議上吳亞軍還戴着墨鏡，據她透露，接下來眼部還要繼續手","text":"過去的這個週末，地產圈最熱的關鍵詞是龍湖和吳亞軍。10月28日，頭部房企龍湖集團布公告，公司創始人吳亞軍退休，40歲的80後職業經理人陳序平升任董事長，併兼任CEO角色。吳亞軍，這個低調的常常藏身於霓光燈後的傑出女企業家，江湖上從不缺她的傳說。她也是唯一一個讓“地產狂人”宋衛平曾交口稱讚的競爭對手，2010年時宋甚至公開放言，“你們可以賣掉綠城的股票，買龍湖的股票。”吳亞軍確有其人格魅力在身上，她帶領她的企業走過了中國房地產業最繁榮的年代。雖然她是龍湖的靈魂人物，但市場普遍認爲，這次交棒並不會對龍湖帶來什麼動盪。相反，這可能是“龍湖新的起點，時代交班新的楷模”。這要得益於龍湖早早就開始籌備的去家族化和人才培養體系。自龍湖2004年第一屆仕官生招聘，至今有18年曆史。通過這近20年的仕官生培養機制，以及10年來機構化的歷練，龍湖已經有了一支根基深厚、文化同頻的職業經理人團隊，並形成了完善的人才梯隊和公司治理體系，完全可以實現順利交接班。新掌門陳序平，畢業於清華大學，是2008屆仕官生。吳亞軍認爲陳序平本人底色與龍湖的本色誠勤樸慎是一致的。在龍湖的18年曆練，在內部的管理和方向把握上，應該不會出現太大的磨合問題。颯颯大女主的人設走到了下半程：58歲，培養了專業的團隊，有職業化的可值得信賴的人接棒，她退居幕後更多陪伴孩子，真正的人間清醒！機構化是企業長期發展的戰略需要。很多民企都面臨創一代退休，如何選拔接班人的問題。不依賴於創始人，將集團從家族化推向集團化和職業化，是新時代適應市場環境的新打法。在整個地產行業風聲鶴唳的時刻，龍湖已是碩果僅存的民企開發商之一。希望龍湖這個完美的接班打樣，給民企創一代們和市場更多的思考和啓發。0128日傍晚，龍湖集團召開了合夥人大會，吳亞軍出席會議並對多年的老同事做了告別。因爲剛做完眼部手術，所以會議上吳亞軍還戴着墨鏡，據她透露，接下來眼部還要繼續手","images":[{"img":"https://static.tigerbbs.com/127bf2163f74101d8e899e6eb58019f2"},{"img":"https://static.tigerbbs.com/52d28bf30fa1f0dc0c64002b3227f7ef"},{"img":"https://static.tigerbbs.com/a23f75daac672cee93a07475ff5786c0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629073668","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982327316,"gmtCreate":1667100003936,"gmtModify":1676537861078,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982327316","repostId":"1103409968","repostType":4,"repost":{"id":"1103409968","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1667086223,"share":"https://ttm.financial/m/news/1103409968?lang=&edition=fundamental","pubTime":"2022-10-30 07:30","market":"us","language":"zh","title":"华尔街新救星：“财政版QE”要来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1103409968","media":"华尔街见闻","summary":"是左手倒右手，还是一石二鸟？9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。但出乎意料的是，美联储没有站出来，站出来的是美国财政部！10","content":"<html><head></head><body><blockquote>是左手倒右手，还是一石二鸟？</blockquote><p>9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。</p><p><b>但出乎意料的是，美联储没有站出来，站出来的是美国财政部！</b></p><p>10月美财长耶伦已经不止一次承认对这个24万亿美元的市场感到担忧，并迫不及待的暗示财政部将采取行动来呵护流动性，比如：回购美国国债。</p><p><b>“财政版QE”要来了？</b></p><p>华尔街分析师们认为，国债回购一方面能改善长期债券市场的流动性水平，释放交易商的资产负债表，帮助它们进一步购买或扩张。</p><p>另一方面，发行短债将推高隔夜利率，可能有助于更快地消耗RRP，抬升准备金的水平。</p><p>长端利率回落和准备金水平上升，不仅能拯救了美债市场，对风险资产也是一剂强心针。试想一下，在当前空头平仓都会导致标普指数暴涨的极端状态下，美股会如何表现？</p><p><b>这不禁让华尔街对“财政版QE”期待的两眼放光。</b></p><p>那么国债回购，到底是左手倒右手的损招，还是一石二鸟的妙招呢？</p><p><b>美债市场离崩溃一步之遥？</b></p><p>10月以来英国国债已经率先遭遇了重大抛售，迫使英国央行实施紧急购买操作，而日元的大跌则促使日本当局反复在外汇市场实施干预。</p><p>尽管规模高达23.7万亿美元的美债市场是世界上规模最大、流动性最强的固定收益市场，但不少市场交易员和经济学家也已经开始担心，这一市场可能成为下一轮危机的源头。</p><p><img src=\"https://static.tigerbbs.com/3827a4f6e82649b3a56c4c2e323fc09f\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图片来源：MacroMicro</p><p><b>近期衡量美国国债流动性指标（MOVE），已经达到了疫情市场失灵时期的最差水平。</b>当时，美联储每天注入1万亿美元以支撑债券市场，并推出1200亿美元的量化宽松政策以缩短灾难性的美元空头挤压。然而现在这个国债市场的最大买家正在大幅缩表，以每个月600亿美元的速度从资产负债表中剥离国债。<b>届时力挽狂澜的美联储，如今却在把债市往死里推。</b></p><p>于此同时，美债市场最大的海外买家——日本央行，为了稳定汇率不得不选择大幅抛售美国资产来维护汇率稳定。根据美国财政部数据8月已经抛售345亿美元美债，预计9月的抛售量可能超过500亿美元。另外英国养老保证金和债市尾部风险的担忧也加剧了相关资产的抛售。</p><p>债券连续大幅下跌，使得美国商业银行和人寿保险公司等许多传统大型参与者纷纷回避债务市场。大型金融机构，因为所谓的补充杠杆率（SLR）要求银行为此类业务留出资本金，也一直不太愿意充当做市商。</p><p>而供给方面，美国未偿国债自2019年底至今已经增加7万亿。</p><p>美银策略师Mark Cabana、Ralph Axel等表示，<b>只需一次冲击，美债市场可能就会面临来自“大规模强制抛售或外部突发事件”的运行层面挑战</b>。</p><p>这让也美国财长耶伦不止一次的表示，<b>“我们担心(国债)市场缺乏足够的流动性”。</b></p><p><b>什么是“财政版QE”？</b></p><p>持续的流动性危机意味着债券市场正走向崩溃的边缘。</p><p>与英国央行类似，这本该由美联储通过购买债券（QE）来挽救。但为了尽可能保持中性，美联储至少要采取一定的扭曲操作（卖短买长）。只是，美联储已经在缩表了，扭曲操作可能面临短债不足。</p><p>而更大的问题是，在当前通胀炙手可热、粘性失控的情况下，即便美联储采取中性购买的干预措施，都会遭遇民众和政界的愤怒。他们会将其等同于美联储在紧缩政策上的投降，并可能对通胀治理和美联储信誉造成不可预计的后果。</p><p><b>既然美联储没办法QE，于是，财政部站出来QE了。</b></p><p><img src=\"https://static.tigerbbs.com/69764b78fa3d67ff7001acecdf2823d3\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>其实早在8月的财政财政融资委员会会议纪要中，就提到：“委员会介绍了定期回购操作作为债务管理工具的可取性。”</p><p>本月早些时候，美国财政部询问了美国国债一级交易商对回购计划的优缺点的看法。下旬，财政部长耶伦暗示，有可能回购某些美国政府债券。</p><p><b>那么什么是“财政版QE”？</b></p><p><b>就是财政部通过回购国债（赎回未到期的债务）向市场投放流动性。</b>实际上，国债回购曾作为一种债务管理工具，在欧美国家得到广泛应用。</p><p>美国最早于1807年运用债券购回手段提前赎回未到期的国债。2000年面对40年来首次连续出现的财政盈余（1998年盈余690亿美元，1999年1230亿美元，2000年2370亿美元），美国财政部决定重新进行债券购回操作。</p><p><b>对财政部而言，回购国债具有下述优势：</b></p><p>1.<b>提高基准债券的流动性，减少政府的利息成本</b>，提高资本市场的效率。一般而言高流动性基准债券和流动性较差的老债两者收益率差异非常明显。赎回操作可通过购回流动性差的旧债券来提高效率，<b>特别是在财政盈余的前提下。</b></p><p>2.通过偿付到期期限较长的债券，<b>债务购回有助于合理调整目标期限结构，</b>预防债务平均期限的提高，并降低融资成本。例如美国债务平均期限已经从1980年的60个月左右提高到疫情期间的70个月左右，而疫情期间大规模发债再度拉长了美国债务的平均期限到74个月。越长的期限代表越高的融资成本，从长期看，这会增加政府的债务负担。</p><p>3. 平滑债券发行高峰，以及在财政盈余时期，更有效地利用超额现金。</p><p>美国在2000年初计划在年内购回300亿美元的国债，根据操作对市场反映做出判断，相应调整提示期间、规模、时间和操作规律。并规定了回购的条款，包括：公布到期期限符合条件的债券和购回的总数量；每个债券的招标数量、最高可接受价格、剩余的私人持有的债券余额等。该操作通过纽约联邦储备银行的公开市场操作系统进行。</p><p><b>财政出手，一石二鸟？</b></p><p>从以上我们可以总结出国债回购的三大特征：1）财政盈余时期的工具；2）提高流动性；3）降低融资成本。</p><p>从回购原本主要是用于财政盈余背景下的调节工具，目前大额的财政赤字来看并不符合。所以其目的很清楚的指向当前美债市场的流动性问题。</p><p>Curvature的回购专家Skyrm认为，从作用来看，<b>1）“财政版QE”通过购买流动性较低的债券提供流动性。</b>财政部买入被市场淘汰的旧廉价证券，改善了市场交易商的资产负债表，使其有进一步扩张的能力。回购公告甚至能进一步带动市场需求。例如，由于20年期债券被认为将回购计划中获益最多，该品种在调查发布后出现反弹。</p><p><b>2）“财政版QE”，理论上有三种方式融资：a账面现金；b短期国债融资；c久期中性融资</b>，（即财政部回购的任何政府证券都将被相同期限的债务所取代，以保持未偿债务的加权平均期限不变。）在当前非财政盈余和债务久期较长的背景下，b的概率更高。（当然这一点目前还是华尔街分析师关心的焦点，还需要等财政部的明确。）</p><p><b>如果采取短期国债融资，由于目前回购市场中短债直接作为一般抵押品，增加的短债供应将推高隔夜利率，并可能有助于更快地消耗逆回购用量（RRP）。</b></p><p><img src=\"https://static.tigerbbs.com/75ba830b87f2a32338ee13c2efe15b0d\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2020年疫情爆发以来，美联储的资产负债扩张2.25倍，导致美国金融体系内部流动性泛滥，RRP工具（可理解为非银机构闲置资金的蓄水池）用量上升至2万亿以上。</p><p>但自美联储缩表以来，RRP却成了一个问题。原来美联储缩表所希望金融系统中的资金减少，是首先从RRP中流出，其至少能为准备金提供15个月左右的缓冲。但到目前为止情况恰恰相反：银行存款反而率先下降，这导致银行的准备金下降速度快于预期。</p><p><b>只要RRP维持高位，缩表将继续消耗准备金水平，这增加了金融系统的不稳定性和短端利率的大幅波动，对风险资产来说是最不利的情况，也是上轮QT提前结束的原因。</b></p><p>但如果短债供应能将流动性从RRP中驱逐出来，RRP可能将再度起到准备金缓冲垫的作用，这对金融系统稳定和风险资产有着极大的意义。</p><p>按照野村证券Charlie McElligott的测算，<b>“财政版QE”的干预甚至可能触发短期国债和股票趋势策略空头的强制平仓。这在当前空头拥挤和多头不足的市场中，即便不是之前空头补仓的暴涨，也可能形成一轮明显的反弹。</b></p><p><b>如果真是这样的话，“财政版QE”既平稳了流动性，又平稳了准备金。既能拯救了美债，也能拯救美股，不得不说是一石二鸟的妙招。</b></p><p>不过从实施时机来看。早些时候，市场一致预期国债回购将在2023年的一季度末，即预期国债发行规模较大的时候推出。但如果出现“严重的国债市场运作问题”，时机可能会提前。</p><p>当然“财政版QE”到底能有多少规模，多大程度平稳流动性，以及上述提及对RRP影响的径流，事实上目前依然存在较大的质疑。巴克莱的Abate就指出，虽然财政部很可能会通过发行额外的短债融资，但这并不意味着能“扭曲”收益率曲线或从RRP中提取流动性。</p><p>其唯一比较确定的积极意义在于，<b>降低了美债市场失灵的长尾风险，促使长端利率回归均衡水平。</b>因为即使美债市场的流动性已经相当恶化，但崩溃依然不是基本假设情景。我们需要进一步关注财政部在国债回购上更多的细节披露，从而做出更合适的判断。预计美国财政部11月2日发布的再融资文件将对此有更多讨论。</p><p><b>盼不到鲍威尔的松口，华尔街转而对“财政版QE”越来越期待。</b></p><p>但是这毕竟需要财政部来扩表，这也和美联储的缩表相违背。对于深陷QE饥渴症的欧美金融市场来说，QE或许能解决眼前的问题，但QE也会带来更多问题。所以“财政版QE”是左手倒右手的损招，还是真能一石二鸟？我们拭目以待。</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>华尔街新救星：“财政版QE”要来了？</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华尔街新救星：“财政版QE”要来了？\n</h2>\n\n<h4 class=\"meta\">\n\n2022-10-30 07:30 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>是左手倒右手，还是一石二鸟？9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。但出乎意料的是，美联储没有站出来，站出来的是美国财政部！10月美财长耶伦已经不止一次承认对这个24万亿美元的市场感到担忧，并迫不及待的暗示财政部将采取行动来呵护流动性，比如：回购美国国债。“财政版QE”要来了？华尔街分析师们认为，国债回购一方面能改善长期...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44af88ec30b2edeef57a4024f2321d7b","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103409968","content_text":"是左手倒右手，还是一石二鸟？9月以来，美债流动性指标达到了疫情时期的最差水平。市场原本期待美联储能效仿英国央行，站出来挽救正走向崩溃的美债。但出乎意料的是，美联储没有站出来，站出来的是美国财政部！10月美财长耶伦已经不止一次承认对这个24万亿美元的市场感到担忧，并迫不及待的暗示财政部将采取行动来呵护流动性，比如：回购美国国债。“财政版QE”要来了？华尔街分析师们认为，国债回购一方面能改善长期债券市场的流动性水平，释放交易商的资产负债表，帮助它们进一步购买或扩张。另一方面，发行短债将推高隔夜利率，可能有助于更快地消耗RRP，抬升准备金的水平。长端利率回落和准备金水平上升，不仅能拯救了美债市场，对风险资产也是一剂强心针。试想一下，在当前空头平仓都会导致标普指数暴涨的极端状态下，美股会如何表现？这不禁让华尔街对“财政版QE”期待的两眼放光。那么国债回购，到底是左手倒右手的损招，还是一石二鸟的妙招呢？美债市场离崩溃一步之遥？10月以来英国国债已经率先遭遇了重大抛售，迫使英国央行实施紧急购买操作，而日元的大跌则促使日本当局反复在外汇市场实施干预。尽管规模高达23.7万亿美元的美债市场是世界上规模最大、流动性最强的固定收益市场，但不少市场交易员和经济学家也已经开始担心，这一市场可能成为下一轮危机的源头。图片来源：MacroMicro近期衡量美国国债流动性指标（MOVE），已经达到了疫情市场失灵时期的最差水平。当时，美联储每天注入1万亿美元以支撑债券市场，并推出1200亿美元的量化宽松政策以缩短灾难性的美元空头挤压。然而现在这个国债市场的最大买家正在大幅缩表，以每个月600亿美元的速度从资产负债表中剥离国债。届时力挽狂澜的美联储，如今却在把债市往死里推。于此同时，美债市场最大的海外买家——日本央行，为了稳定汇率不得不选择大幅抛售美国资产来维护汇率稳定。根据美国财政部数据8月已经抛售345亿美元美债，预计9月的抛售量可能超过500亿美元。另外英国养老保证金和债市尾部风险的担忧也加剧了相关资产的抛售。债券连续大幅下跌，使得美国商业银行和人寿保险公司等许多传统大型参与者纷纷回避债务市场。大型金融机构，因为所谓的补充杠杆率（SLR）要求银行为此类业务留出资本金，也一直不太愿意充当做市商。而供给方面，美国未偿国债自2019年底至今已经增加7万亿。美银策略师Mark Cabana、Ralph Axel等表示，只需一次冲击，美债市场可能就会面临来自“大规模强制抛售或外部突发事件”的运行层面挑战。这让也美国财长耶伦不止一次的表示，“我们担心(国债)市场缺乏足够的流动性”。什么是“财政版QE”？持续的流动性危机意味着债券市场正走向崩溃的边缘。与英国央行类似，这本该由美联储通过购买债券（QE）来挽救。但为了尽可能保持中性，美联储至少要采取一定的扭曲操作（卖短买长）。只是，美联储已经在缩表了，扭曲操作可能面临短债不足。而更大的问题是，在当前通胀炙手可热、粘性失控的情况下，即便美联储采取中性购买的干预措施，都会遭遇民众和政界的愤怒。他们会将其等同于美联储在紧缩政策上的投降，并可能对通胀治理和美联储信誉造成不可预计的后果。既然美联储没办法QE，于是，财政部站出来QE了。其实早在8月的财政财政融资委员会会议纪要中，就提到：“委员会介绍了定期回购操作作为债务管理工具的可取性。”本月早些时候，美国财政部询问了美国国债一级交易商对回购计划的优缺点的看法。下旬，财政部长耶伦暗示，有可能回购某些美国政府债券。那么什么是“财政版QE”？就是财政部通过回购国债（赎回未到期的债务）向市场投放流动性。实际上，国债回购曾作为一种债务管理工具，在欧美国家得到广泛应用。美国最早于1807年运用债券购回手段提前赎回未到期的国债。2000年面对40年来首次连续出现的财政盈余（1998年盈余690亿美元，1999年1230亿美元，2000年2370亿美元），美国财政部决定重新进行债券购回操作。对财政部而言，回购国债具有下述优势：1.提高基准债券的流动性，减少政府的利息成本，提高资本市场的效率。一般而言高流动性基准债券和流动性较差的老债两者收益率差异非常明显。赎回操作可通过购回流动性差的旧债券来提高效率，特别是在财政盈余的前提下。2.通过偿付到期期限较长的债券，债务购回有助于合理调整目标期限结构，预防债务平均期限的提高，并降低融资成本。例如美国债务平均期限已经从1980年的60个月左右提高到疫情期间的70个月左右，而疫情期间大规模发债再度拉长了美国债务的平均期限到74个月。越长的期限代表越高的融资成本，从长期看，这会增加政府的债务负担。3. 平滑债券发行高峰，以及在财政盈余时期，更有效地利用超额现金。美国在2000年初计划在年内购回300亿美元的国债，根据操作对市场反映做出判断，相应调整提示期间、规模、时间和操作规律。并规定了回购的条款，包括：公布到期期限符合条件的债券和购回的总数量；每个债券的招标数量、最高可接受价格、剩余的私人持有的债券余额等。该操作通过纽约联邦储备银行的公开市场操作系统进行。财政出手，一石二鸟？从以上我们可以总结出国债回购的三大特征：1）财政盈余时期的工具；2）提高流动性；3）降低融资成本。从回购原本主要是用于财政盈余背景下的调节工具，目前大额的财政赤字来看并不符合。所以其目的很清楚的指向当前美债市场的流动性问题。Curvature的回购专家Skyrm认为，从作用来看，1）“财政版QE”通过购买流动性较低的债券提供流动性。财政部买入被市场淘汰的旧廉价证券，改善了市场交易商的资产负债表，使其有进一步扩张的能力。回购公告甚至能进一步带动市场需求。例如，由于20年期债券被认为将回购计划中获益最多，该品种在调查发布后出现反弹。2）“财政版QE”，理论上有三种方式融资：a账面现金；b短期国债融资；c久期中性融资，（即财政部回购的任何政府证券都将被相同期限的债务所取代，以保持未偿债务的加权平均期限不变。）在当前非财政盈余和债务久期较长的背景下，b的概率更高。（当然这一点目前还是华尔街分析师关心的焦点，还需要等财政部的明确。）如果采取短期国债融资，由于目前回购市场中短债直接作为一般抵押品，增加的短债供应将推高隔夜利率，并可能有助于更快地消耗逆回购用量（RRP）。2020年疫情爆发以来，美联储的资产负债扩张2.25倍，导致美国金融体系内部流动性泛滥，RRP工具（可理解为非银机构闲置资金的蓄水池）用量上升至2万亿以上。但自美联储缩表以来，RRP却成了一个问题。原来美联储缩表所希望金融系统中的资金减少，是首先从RRP中流出，其至少能为准备金提供15个月左右的缓冲。但到目前为止情况恰恰相反：银行存款反而率先下降，这导致银行的准备金下降速度快于预期。只要RRP维持高位，缩表将继续消耗准备金水平，这增加了金融系统的不稳定性和短端利率的大幅波动，对风险资产来说是最不利的情况，也是上轮QT提前结束的原因。但如果短债供应能将流动性从RRP中驱逐出来，RRP可能将再度起到准备金缓冲垫的作用，这对金融系统稳定和风险资产有着极大的意义。按照野村证券Charlie McElligott的测算，“财政版QE”的干预甚至可能触发短期国债和股票趋势策略空头的强制平仓。这在当前空头拥挤和多头不足的市场中，即便不是之前空头补仓的暴涨，也可能形成一轮明显的反弹。如果真是这样的话，“财政版QE”既平稳了流动性，又平稳了准备金。既能拯救了美债，也能拯救美股，不得不说是一石二鸟的妙招。不过从实施时机来看。早些时候，市场一致预期国债回购将在2023年的一季度末，即预期国债发行规模较大的时候推出。但如果出现“严重的国债市场运作问题”，时机可能会提前。当然“财政版QE”到底能有多少规模，多大程度平稳流动性，以及上述提及对RRP影响的径流，事实上目前依然存在较大的质疑。巴克莱的Abate就指出，虽然财政部很可能会通过发行额外的短债融资，但这并不意味着能“扭曲”收益率曲线或从RRP中提取流动性。其唯一比较确定的积极意义在于，降低了美债市场失灵的长尾风险，促使长端利率回归均衡水平。因为即使美债市场的流动性已经相当恶化，但崩溃依然不是基本假设情景。我们需要进一步关注财政部在国债回购上更多的细节披露，从而做出更合适的判断。预计美国财政部11月2日发布的再融资文件将对此有更多讨论。盼不到鲍威尔的松口，华尔街转而对“财政版QE”越来越期待。但是这毕竟需要财政部来扩表，这也和美联储的缩表相违背。对于深陷QE饥渴症的欧美金融市场来说，QE或许能解决眼前的问题，但QE也会带来更多问题。所以“财政版QE”是左手倒右手的损招，还是真能一石二鸟？我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935222619,"gmtCreate":1663110536731,"gmtModify":1676537203112,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935222619","repostId":"663355111","repostType":1,"repost":{"id":663355111,"gmtCreate":1662979370635,"gmtModify":1676537175092,"author":{"id":"9000000000000112","authorId":"9000000000000112","name":"贝拉聊财金","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000112","authorIdStr":"9000000000000112"},"themes":[],"title":"","htmlText":"\n \n \n  全球緊盯這個數據...原油禁令時間表來了！\n \n","listText":"全球緊盯這個數據...原油禁令時間表來了！","text":"全球緊盯這個數據...原油禁令時間表來了！","images":[{"img":"https://static.tigerbbs.com/99274f832f202eaeca331b0c0e4b0b49","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/663355111","isVote":1,"tweetType":2,"object":{"id":"0e57cf4fea3e4b1cac0742570dabe49c","tweetId":"663355111","title":"全球紧盯这个数据...原油禁令时间表来了！","videoUrl":"http://v.tigerbbs.com/1662979366587fc805692224acf99609c6e86eaa7c608.mp4","poster":"https://static.tigerbbs.com/99274f832f202eaeca331b0c0e4b0b49","shareLink":"http://v.tigerbbs.com/1662979366587fc805692224acf99609c6e86eaa7c608.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370552061,"gmtCreate":1618614763453,"gmtModify":1704713351929,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370552061","repostId":"1194588703","repostType":4,"repost":{"id":"1194588703","pubTimestamp":1618584372,"share":"https://ttm.financial/m/news/1194588703?lang=&edition=fundamental","pubTime":"2021-04-16 22:46","market":"us","language":"zh","title":"期待经济重新开张，美国散户在押注这些股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1194588703","media":"新浪财经","summary":"散户投资者正在押註于他们预计会出现强劲復苏的市场股票类型，比如旅游和娱乐业。","content":"<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>称，散户投资者正押註于疫情的强劲復苏应该受益最多的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/db5821b38dacd260feefe689bdddec01\" tg-width=\"400\" tg-height=\"300\" referrerpolicy=\"no-referrer\"></p>\n<p>“散户投资者一直在买入主要业务会受益于经济重开主题、基础设施支出和价值的股票，”瑞银股票策略师Keith Parker告诉客户。</p>\n<p>随着疫苗的推广和美国经济继续重开，散户投资者正在押註于他们预计会出现强劲復苏的市场股票类型，比如旅游和娱乐业。</p>\n<p>为了衡量散户投资者以最极端的情绪买入哪些股票，瑞银通过该公司的散户做市数据进行筛选，该数据代表过去一个月散户凈流量占市值的百分比。</p>\n<p>这家华尔街公司还查看了看涨和看跌量占市值的百分比，以及<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上的社交媒体活动，以了解情绪。然后，瑞银计算了每项指标的百分位数排名，并取平均值得到其零售情绪总分。</p>\n<p>看看散户买入的股票中，情绪得分最高的。</p>\n<p><img src=\"https://static.tigerbbs.com/b4a1fa4af3da140b2a136538fd69ff46\" tg-width=\"550\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8896e017c22de15fea9c060f471d7d6c\" tg-width=\"550\" tg-height=\"109\" referrerpolicy=\"no-referrer\"></p>\n<p>数据显示，散户投资者看好航空公司，在瑞银的零售情绪得分中，&nbsp;United Airlines（UAL），&nbsp;Southwest（LUV）以及Delta Airlines（DAL）分别排在第98、96和92位。</p>\n<p>美国的旅游需求在经歷了年初艰难的新冠确诊人数达到顶峰后，正在反弹。随着百万美国人接受冠状病毒疫苗、检疫令解除和旅游景点重新开放，航空公司CEO对春夏的预订量持乐观态度。</p>\n<p>United Airlines股价上涨近30%，Southwest股价在2021年上涨近35%。在投资者对旅游活动恢復正常的信心下，Delta Airlines股价年初至今已大涨16%。</p>\n<p>飞机制造商<a href=\"https://laohu8.com/S/BA\">波音</a>(250.48,-0.63,-0.25%)（BA）也深受散户投资者的喜爱，其平均散户情绪评分为96%。波音公司3月份的飞机销售量连续第二个月超过了取消订单的数量，因为一些航空公司开始致力于在行业从新冠疫情对旅行的伤害中恢復过来的时候开始更频繁地活动。</p>\n<p>像Dave &amp; Buster‘s（PLAY）和MGM Resorts International（MGM）这样的娱乐公司也正在被散户投资者押註。Dave &amp; Buster’s的情绪评分为96%，赌场股MGM的情绪评分为94%。</p>\n<p>其他经济重开概念股，如Darden Restaurants（DRI）和零售商L Brands（LB）也上了瑞银的名单。餐饮业和零售商是投资者认为受益于政府刺激政策和疫苗推广的其他市场口袋之一。</p>\n<p>Advanced Micro Devices（AMC）、Micron（MU）、Tesla（TSLA）和<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>（PYPL）等科技类股是其他零售情绪强劲的股票。(中文投资网)</p>","source":"XLCJ","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>期待经济重新开张，美国散户在押注这些股票</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期待经济重新开张，美国散户在押注这些股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-04-16/doc-ikmxzfmk7256776.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银称，散户投资者正押註于疫情的强劲復苏应该受益最多的股票。\n\n“散户投资者一直在买入主要业务会受益于经济重开主题、基础设施支出和价值的股票，”瑞银股票策略师Keith Parker告诉客户。\n随着疫苗的推广和美国经济继续重开，散户投资者正在押註于他们预计会出现强劲復苏的市场股票类型，比如旅游和娱乐业。\n为了衡量散户投资者以最极端的情绪买入哪些股票，瑞银通过该公司的散户做市数据进行筛选，该数据代表...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-04-16/doc-ikmxzfmk7256776.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-16/doc-ikmxzfmk7256776.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194588703","content_text":"瑞银称，散户投资者正押註于疫情的强劲復苏应该受益最多的股票。\n\n“散户投资者一直在买入主要业务会受益于经济重开主题、基础设施支出和价值的股票，”瑞银股票策略师Keith Parker告诉客户。\n随着疫苗的推广和美国经济继续重开，散户投资者正在押註于他们预计会出现强劲復苏的市场股票类型，比如旅游和娱乐业。\n为了衡量散户投资者以最极端的情绪买入哪些股票，瑞银通过该公司的散户做市数据进行筛选，该数据代表过去一个月散户凈流量占市值的百分比。\n这家华尔街公司还查看了看涨和看跌量占市值的百分比，以及Twitter上的社交媒体活动，以了解情绪。然后，瑞银计算了每项指标的百分位数排名，并取平均值得到其零售情绪总分。\n看看散户买入的股票中，情绪得分最高的。\n\n数据显示，散户投资者看好航空公司，在瑞银的零售情绪得分中， United Airlines（UAL）， Southwest（LUV）以及Delta Airlines（DAL）分别排在第98、96和92位。\n美国的旅游需求在经歷了年初艰难的新冠确诊人数达到顶峰后，正在反弹。随着百万美国人接受冠状病毒疫苗、检疫令解除和旅游景点重新开放，航空公司CEO对春夏的预订量持乐观态度。\nUnited Airlines股价上涨近30%，Southwest股价在2021年上涨近35%。在投资者对旅游活动恢復正常的信心下，Delta Airlines股价年初至今已大涨16%。\n飞机制造商波音(250.48,-0.63,-0.25%)（BA）也深受散户投资者的喜爱，其平均散户情绪评分为96%。波音公司3月份的飞机销售量连续第二个月超过了取消订单的数量，因为一些航空公司开始致力于在行业从新冠疫情对旅行的伤害中恢復过来的时候开始更频繁地活动。\n像Dave & Buster‘s（PLAY）和MGM Resorts International（MGM）这样的娱乐公司也正在被散户投资者押註。Dave & Buster’s的情绪评分为96%，赌场股MGM的情绪评分为94%。\n其他经济重开概念股，如Darden Restaurants（DRI）和零售商L Brands（LB）也上了瑞银的名单。餐饮业和零售商是投资者认为受益于政府刺激政策和疫苗推广的其他市场口袋之一。\nAdvanced Micro Devices（AMC）、Micron（MU）、Tesla（TSLA）和PayPal（PYPL）等科技类股是其他零售情绪强劲的股票。(中文投资网)","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347447863,"gmtCreate":1618528077452,"gmtModify":1704712147902,"author":{"id":"3565589093188306","authorId":"3565589093188306","name":"hosw76","avatar":"https://community-static.tradeup.com/news/69afc758bbb8ac22d4368e87a6d98541","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565589093188306","authorIdStr":"3565589093188306"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347447863","repostId":"1104398681","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}