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nyf
05-02
$海康威视(002415)$
nyf
02-20
$海康威视(002415)$
nyf
2024-08-11
$Grab Holdings(GRAB)$
nyf
2023-04-19
[微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-18
[微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-17
[微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-16
[微笑] [微笑] [微笑] [微笑]
nyf
2023-04-15
[微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-14
[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-13
[微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-12
[开心] [开心] [开心] [开心] [开心]
nyf
2023-04-12
[微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
nyf
2023-04-11
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nyf
2023-04-10
[开心] [开心] [开心] [开心] [开心] [开心]
nyf
2023-04-04
[微笑]
@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher
nyf
2023-01-22
[微笑]
@谭浩俊:虎去兔來,做一隻永不停步的兔子
nyf
2023-01-18
[笑哭]
nyf
2023-01-16
[微笑]
nyf
2023-01-15
[微笑]
nyf
2023-01-14
[微笑]
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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952963409,"gmtCreate":1674358166001,"gmtModify":1676538938082,"author":{"id":"3570321585113621","authorId":"3570321585113621","name":"nyf","avatar":"https://community-static.tradeup.com/news/496d121df54d4ec127c188d1ed7ff5bc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570321585113621","idStr":"3570321585113621"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952963409","repostId":"626500920","repostType":1,"repost":{"id":626500920,"gmtCreate":1674355139562,"gmtModify":1676538937998,"author":{"id":"3484890327537968","authorId":"3484890327537968","name":"谭浩俊","avatar":"https://static.laohu8.com/7fab6384b7850a8fdefba85205c712da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484890327537968","idStr":"3484890327537968"},"themes":[],"title":"虎去兔來,做一隻永不停步的兔子","htmlText":"今天是癸卯兔年的第一天。在中華傳統文化中,兔常常與瑞、祥、玉等緊密相連,如玉兔、瑞兔、吉祥兔等。與兔有關的春聯、詩詞,就更比比皆是。而只要想到兔,眼前就一定會浮現出兔子那機智敏捷、純潔善良、端莊溫和的形象。兔年的春節,與前兩年相比,有一個非常大的變化,就是“年味”回來了,在外工作的“遊子”回家了,熱鬧、歡快、團圓又成爲了春節的代名詞。因此,洋溢在兔子臉上的喜氣、瑞氣、祥氣也更足,很多人發出了“回家真好”的感嘆。一句“回家真好”,也充分表達了過去一段時間的不容易。也正是不容易,我們能夠取得一個又一個勝利、一項又一項成果,就更加彌足珍貴。疫情要防住、經濟要穩住、發展要安全的要求,得到了很好的落實。特別是疫情防控,在各項措施的共同作用下,在各級的共同努力下,最大程度地守護了人民的生命安全和身體健康,最大限度地減少了對經濟社會生活的影響,最大力度地促進了公共醫療衛生事業的進步,最大強度地展示了中國人民團結一致、共同奮鬥的精神。更重要的是,過去的一年,我們不僅將疫情防控、經濟發展、社會安全有機結合起來,而且積累了更多的工作經驗,特別是在特殊環境下處理問題、駕馭複雜事務的能力和水平。如果沒有足夠的能力、足夠的智慧、足夠的信心和決心,很多問題是很難有效處理的,甚至會出現嚴重後果的。如面對外部挑戰和壓力,始終用堅韌的毅力和韌勁,沉着冷靜應對、積極化解矛盾、果斷處置風險,表現出了良好的大國風範和古國風度,牢牢掌握了工作主動權,真正體現了虎年有虎氣、敢入虎穴、敢摸老虎尾巴的精神。新的一年,雖然挑戰依然存在,矛盾依然很多,問題依然突出。特別是國際環境更加複雜、紛亂,針對中國的打壓和遏制也會更加嚴重。但是,已經有前幾年積累下來的經驗做基礎,有敢於鬥爭、善於鬥爭、勇於鬥爭的精神爲動力,再多的矛盾、再大的困難、再複雜的問題,我們都能從容應對、有效化解。關鍵就在於,要有不停步的精神,要成爲一隻永不停步的","listText":"今天是癸卯兔年的第一天。在中華傳統文化中,兔常常與瑞、祥、玉等緊密相連,如玉兔、瑞兔、吉祥兔等。與兔有關的春聯、詩詞,就更比比皆是。而只要想到兔,眼前就一定會浮現出兔子那機智敏捷、純潔善良、端莊溫和的形象。兔年的春節,與前兩年相比,有一個非常大的變化,就是“年味”回來了,在外工作的“遊子”回家了,熱鬧、歡快、團圓又成爲了春節的代名詞。因此,洋溢在兔子臉上的喜氣、瑞氣、祥氣也更足,很多人發出了“回家真好”的感嘆。一句“回家真好”,也充分表達了過去一段時間的不容易。也正是不容易,我們能夠取得一個又一個勝利、一項又一項成果,就更加彌足珍貴。疫情要防住、經濟要穩住、發展要安全的要求,得到了很好的落實。特別是疫情防控,在各項措施的共同作用下,在各級的共同努力下,最大程度地守護了人民的生命安全和身體健康,最大限度地減少了對經濟社會生活的影響,最大力度地促進了公共醫療衛生事業的進步,最大強度地展示了中國人民團結一致、共同奮鬥的精神。更重要的是,過去的一年,我們不僅將疫情防控、經濟發展、社會安全有機結合起來,而且積累了更多的工作經驗,特別是在特殊環境下處理問題、駕馭複雜事務的能力和水平。如果沒有足夠的能力、足夠的智慧、足夠的信心和決心,很多問題是很難有效處理的,甚至會出現嚴重後果的。如面對外部挑戰和壓力,始終用堅韌的毅力和韌勁,沉着冷靜應對、積極化解矛盾、果斷處置風險,表現出了良好的大國風範和古國風度,牢牢掌握了工作主動權,真正體現了虎年有虎氣、敢入虎穴、敢摸老虎尾巴的精神。新的一年,雖然挑戰依然存在,矛盾依然很多,問題依然突出。特別是國際環境更加複雜、紛亂,針對中國的打壓和遏制也會更加嚴重。但是,已經有前幾年積累下來的經驗做基礎,有敢於鬥爭、善於鬥爭、勇於鬥爭的精神爲動力,再多的矛盾、再大的困難、再複雜的問題,我們都能從容應對、有效化解。關鍵就在於,要有不停步的精神,要成爲一隻永不停步的","text":"今天是癸卯兔年的第一天。在中華傳統文化中,兔常常與瑞、祥、玉等緊密相連,如玉兔、瑞兔、吉祥兔等。與兔有關的春聯、詩詞,就更比比皆是。而只要想到兔,眼前就一定會浮現出兔子那機智敏捷、純潔善良、端莊溫和的形象。兔年的春節,與前兩年相比,有一個非常大的變化,就是“年味”回來了,在外工作的“遊子”回家了,熱鬧、歡快、團圓又成爲了春節的代名詞。因此,洋溢在兔子臉上的喜氣、瑞氣、祥氣也更足,很多人發出了“回家真好”的感嘆。一句“回家真好”,也充分表達了過去一段時間的不容易。也正是不容易,我們能夠取得一個又一個勝利、一項又一項成果,就更加彌足珍貴。疫情要防住、經濟要穩住、發展要安全的要求,得到了很好的落實。特別是疫情防控,在各項措施的共同作用下,在各級的共同努力下,最大程度地守護了人民的生命安全和身體健康,最大限度地減少了對經濟社會生活的影響,最大力度地促進了公共醫療衛生事業的進步,最大強度地展示了中國人民團結一致、共同奮鬥的精神。更重要的是,過去的一年,我們不僅將疫情防控、經濟發展、社會安全有機結合起來,而且積累了更多的工作經驗,特別是在特殊環境下處理問題、駕馭複雜事務的能力和水平。如果沒有足夠的能力、足夠的智慧、足夠的信心和決心,很多問題是很難有效處理的,甚至會出現嚴重後果的。如面對外部挑戰和壓力,始終用堅韌的毅力和韌勁,沉着冷靜應對、積極化解矛盾、果斷處置風險,表現出了良好的大國風範和古國風度,牢牢掌握了工作主動權,真正體現了虎年有虎氣、敢入虎穴、敢摸老虎尾巴的精神。新的一年,雖然挑戰依然存在,矛盾依然很多,問題依然突出。特別是國際環境更加複雜、紛亂,針對中國的打壓和遏制也會更加嚴重。但是,已經有前幾年積累下來的經驗做基礎,有敢於鬥爭、善於鬥爭、勇於鬥爭的精神爲動力,再多的矛盾、再大的困難、再複雜的問題,我們都能從容應對、有效化解。關鍵就在於,要有不停步的精神,要成爲一隻永不停步的","images":[{"img":"https://static.tigerbbs.com/6625484e5eceb4b1dfb0a24421472f14","width":"640","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626500920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956513772,"gmtCreate":1674053106796,"gmtModify":1676538920666,"author":{"id":"3570321585113621","authorId":"3570321585113621","name":"nyf","avatar":"https://community-static.tradeup.com/news/496d121df54d4ec127c188d1ed7ff5bc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570321585113621","idStr":"3570321585113621"},"themes":[],"title":"","htmlText":"[笑哭] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958696672","isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085644225,"gmtCreate":1650695523793,"gmtModify":1676534779024,"author":{"id":"3570321585113621","authorId":"3570321585113621","name":"nyf","avatar":"https://community-static.tradeup.com/news/496d121df54d4ec127c188d1ed7ff5bc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570321585113621","idStr":"3570321585113621"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/X\">$美国钢铁(X)$</a>hi","listText":"<a href=\"https://ttm.financial/S/X\">$美国钢铁(X)$</a>hi","text":"$美国钢铁(X)$hi","images":[{"img":"https://community-static.tradeup.com/news/df6fb2db127381166f8c0dfb4263597b","width":"1080","height":"2240"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085644225","isVote":1,"tweetType":1,"viewCount":1643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811885783,"gmtCreate":1630309932042,"gmtModify":1676530263862,"author":{"id":"3570321585113621","authorId":"3570321585113621","name":"nyf","avatar":"https://community-static.tradeup.com/news/496d121df54d4ec127c188d1ed7ff5bc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570321585113621","idStr":"3570321585113621"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/811885783","repostId":"1191822782","repostType":4,"repost":{"id":"1191822782","kind":"news","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":1630287604,"share":"https://ttm.financial/m/news/1191822782?lang=en_US&edition=fundamental","pubTime":"2021-08-30 09:40","market":"us","language":"zh","title":"The \"Market Significance\" of Powell's Speech: No Tightening, Only \"Stimulus Mode Change\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1191822782","media":"华尔街见闻","summary":"Taper并不意味着美国开始着手结束刺激。","content":"<p>Federal Reserve Chairman Jerome Powell's dovish remarks at the Jackson Hole Global Central Bank Annual Meeting brought relief to the market. More importantly, the Fed sent a signal to the market that Taper does not mean that the United States has begun to end stimulus.</p><p>according to<a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Analyst Fu Jingtao summarized that Powell's speech had four key points:</p><p>(1) Taper will start within the year, but the specific time and pace of Taper have not been clearly defined, which is a dovish approach. (2) The complete withdrawal of QE does not mean that preparations for a rate hike have begun. The condition for rate hike is set at full employment. The Federal Reserve intends to decouple Taper from further tightening. (3) Substantial progress has been made in the recovery of inflation; Significant progress has been made in employment recovery, but the unemployment rate remains too high, and the Delta outbreak has increased the risks to economic recovery. (4) Reflections from 1950: Do not try to offset temporary inflationary fluctuations. Today, the labor market gap remains large, and the pandemic continues, as temporary inflationary tightening can be particularly harmful. Fu Jingtao pointed out that more important than the dovish statements is that the Federal Reserve seems to have successfully downplayed the significance of advancing Taper, which includes three aspects:</p><p>(1) Being able to Taper does not mean being able to achieve rate hike. The condition for Taper is the recovery of the job market, while the condition for rate hike is full employment. The Federal Reserve downplayed the significance of Taper in signaling subsequent tightening. (2) The Federal Reserve gave a clear signal from Taper and acknowledged the current economic uncertainty, downplaying the significance of Taper in changing the investment clock (from quasi-stagflation to overheating). In<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>With a large amount of redundant liquidity (the Fed's reverse repurchase operations have recently remained above $1 trillion per day), the liquidity environment will remain loose in the early stages of Taper. Therefore, a clear Taper signal that does not point to subsequent tightening or a change in the investment clock may not become the main contradiction in the market in the short to medium term.<img src=\"https://static.tigerbbs.com/fae82bf29b8078cf9d30d5e5ee922308\" tg-width=\"575\" tg-height=\"275\" referrerpolicy=\"no-referrer\">(3) Taper does not even mean that the United States has begun to end stimulus. Fu Jingtao believes that in the near future, rather than saying that the United States will see policy tightening, it is more accurate to say that the United States is in a window of opportunity for a \"shift in stimulus methods\". In a stagflation-like environment, the effectiveness of monetary policy has declined, and excess interbank liquidity indicates that further easing is unnecessary. Fiscal policy is certainly more effective in addressing the problem of uneven recovery:</p><p>The mechanism of fiscal monetization remains in place, and the coming period will be a testing period for the effectiveness of US fiscal policy. This may still require a low-interest-rate environment and a generally loose interbank liquidity environment. Therefore, we position the current US policy as a \"shift in stimulus methods\" rather than a \"loose exit\".</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"Market Significance\" of Powell's Speech: No Tightening, Only \"Stimulus Mode Change\"</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThe \"Market Significance\" of Powell's Speech: No Tightening, Only \"Stimulus Mode Change\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-08-30 09:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Federal Reserve Chairman Jerome Powell's dovish remarks at the Jackson Hole Global Central Bank Annual Meeting brought relief to the market. More importantly, the Fed sent a signal to the market that Taper does not mean that the United States has begun to end stimulus.</p><p>according to<a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Analyst Fu Jingtao summarized that Powell's speech had four key points:</p><p>(1) Taper will start within the year, but the specific time and pace of Taper have not been clearly defined, which is a dovish approach. (2) The complete withdrawal of QE does not mean that preparations for a rate hike have begun. The condition for rate hike is set at full employment. The Federal Reserve intends to decouple Taper from further tightening. (3) Substantial progress has been made in the recovery of inflation; Significant progress has been made in employment recovery, but the unemployment rate remains too high, and the Delta outbreak has increased the risks to economic recovery. (4) Reflections from 1950: Do not try to offset temporary inflationary fluctuations. Today, the labor market gap remains large, and the pandemic continues, as temporary inflationary tightening can be particularly harmful. Fu Jingtao pointed out that more important than the dovish statements is that the Federal Reserve seems to have successfully downplayed the significance of advancing Taper, which includes three aspects:</p><p>(1) Being able to Taper does not mean being able to achieve rate hike. The condition for Taper is the recovery of the job market, while the condition for rate hike is full employment. The Federal Reserve downplayed the significance of Taper in signaling subsequent tightening. (2) The Federal Reserve gave a clear signal from Taper and acknowledged the current economic uncertainty, downplaying the significance of Taper in changing the investment clock (from quasi-stagflation to overheating). In<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>With a large amount of redundant liquidity (the Fed's reverse repurchase operations have recently remained above $1 trillion per day), the liquidity environment will remain loose in the early stages of Taper. Therefore, a clear Taper signal that does not point to subsequent tightening or a change in the investment clock may not become the main contradiction in the market in the short to medium term.<img src=\"https://static.tigerbbs.com/fae82bf29b8078cf9d30d5e5ee922308\" tg-width=\"575\" tg-height=\"275\" referrerpolicy=\"no-referrer\">(3) Taper does not even mean that the United States has begun to end stimulus. Fu Jingtao believes that in the near future, rather than saying that the United States will see policy tightening, it is more accurate to say that the United States is in a window of opportunity for a \"shift in stimulus methods\". In a stagflation-like environment, the effectiveness of monetary policy has declined, and excess interbank liquidity indicates that further easing is unnecessary. Fiscal policy is certainly more effective in addressing the problem of uneven recovery:</p><p>The mechanism of fiscal monetization remains in place, and the coming period will be a testing period for the effectiveness of US fiscal policy. This may still require a low-interest-rate environment and a generally loose interbank liquidity environment. Therefore, we position the current US policy as a \"shift in stimulus methods\" rather than a \"loose exit\".</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","SDOW":"三倍做空道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","DJX":"1/100道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191822782","content_text":"美联储主席鲍威尔在杰克逊霍尔全球央行年会上的鸽派讲话,让市场松了一口气,更重要的是,美联储向市场传递了一个信号,Taper并不意味着美国开始着手结束刺激。\n据申万宏源分析师傅静涛总结,鲍威尔的讲话有四层要点:\n\n (1)年内开始Taper,但并未明确Taper的具体时间和节奏,这是一种偏鸽的方式。\n\n\n (2) QE全部退出,也不意味着开始筹备加息,加息的条件被设定在了充分就业。美联储有意让Taper与后续进一步紧缩脱钩。\n\n\n (3)通胀回升“已取得实质性进展”;就业恢复也取得明显进展,但失业率依然过高,Delta疫情增加了经济恢复的风险。\n\n\n (4) 1950 年的思考:不要试图抵消临时性的通胀波动。如今,劳动力市场缺口仍较大,疫情仍在继续,因为临时性通胀紧缩可能特别有害。\n\n傅静涛指出,比鸽派表态更重要的是,美联储似乎已经成功淡化了推进Taper的意义,包含三个层面:\n\n (1)能Taper不意味着能加息,Taper 的条件是就业市场恢复,而加息的条件是完全就业。美联储淡化Taper 对于后续紧缩的信号意义。\n\n\n (2)美联储给出Taper明确信号+承认当前经济不确定性,淡化了Taper对投资时钟转换的意义(从类滞胀到过热)。在美国银行间有大量冗余流动性(美联储逆回购操作量近期保持在每天 1 万亿美元以上)的情况下,Taper初期,流动性环境仍将保持宽松。所以,不指向后续紧缩、不指向投资时钟变化的Taper明确信号可能无法成为中短期市场的主要矛盾。\n\n\n\n\n\n (3) Taper 甚至不意味着美国开始着手结束刺激。\n\n傅静涛认为,未来一段时间,与其说美国将迎来政策收紧,不如说美国处于“刺激方式转换”的窗口期。类滞胀的环境下,货币政策的有效性下降,银行间流动性冗余也指示后续没必要进一步宽松。解决复苏不平衡的问题,更有效的肯定是财政政策:\n\n 财政货币化的机制犹在,而未来一段时间,恰恰就是美国财政政策发力的验证期,这可能仍需要低利率环境,以及总体宽松的银行间流动性环境相配合。所以,我们将当前美国政策定位为“刺激方式转换”而非“宽松退出”。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SPY":0.9,"QID":0.9,"OEX":0.9,"UDOW":0.9,"IVV":0.9,".DJI":0.9,"UPRO":0.9,"PSQ":0.9,".IXIC":0.9,".SPX":0.9,"SSO":0.9,"QLD":0.9,"SDOW":0.9,"MNQmain":0.9,"DJX":0.9,"ESmain":0.9,"SPXU":0.9,"DXD":0.9}},"isVote":1,"tweetType":1,"viewCount":1794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959599346,"gmtCreate":1673017446586,"gmtModify":1676538770200,"author":{"id":"3570321585113621","authorId":"3570321585113621","name":"nyf","avatar":"https://community-static.tradeup.com/news/496d121df54d4ec127c188d1ed7ff5bc","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570321585113621","idStr":"3570321585113621"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] 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