+Follow
wcc
No personal profile
7
Follow
3
Followers
0
Topic
0
Badge
Posts
Hot
wcc
2022-10-07
Good
Sorry, the original content has been removed
wcc
2021-09-15
Good
Sorry, the original content has been removed
wcc
2021-09-10
Nice
Sorry, the original content has been removed
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4089375162568130","uuid":"4089375162568130","gmtCreate":1629878603765,"gmtModify":1629902853384,"name":"wcc","pinyin":"wcc","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":7,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","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":"2024.05.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9915409200,"gmtCreate":1665095757901,"gmtModify":1676537554448,"author":{"id":"4089375162568130","authorId":"4089375162568130","name":"wcc","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089375162568130","authorIdStr":"4089375162568130"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915409200","repostId":"1191721961","repostType":2,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882896618,"gmtCreate":1631671681234,"gmtModify":1676530605208,"author":{"id":"4089375162568130","authorId":"4089375162568130","name":"wcc","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089375162568130","authorIdStr":"4089375162568130"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882896618","repostId":"1142821280","repostType":2,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883655317,"gmtCreate":1631239453339,"gmtModify":1676530505491,"author":{"id":"4089375162568130","authorId":"4089375162568130","name":"wcc","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089375162568130","authorIdStr":"4089375162568130"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883655317","repostId":"1119421769","repostType":2,"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9915409200,"gmtCreate":1665095757901,"gmtModify":1676537554448,"author":{"id":"4089375162568130","authorId":"4089375162568130","name":"wcc","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089375162568130","authorIdStr":"4089375162568130"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915409200","repostId":"1191721961","repostType":2,"repost":{"id":"1191721961","pubTimestamp":1665044676,"share":"https://ttm.financial/m/news/1191721961?lang=&edition=fundamental","pubTime":"2022-10-06 16:24","market":"us","language":"en","title":"SPY: How Would A Recession Impact The S&P 500 Outlook?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191721961","media":"Seeking Alpha","summary":"SummaryInvestors may be surprised by what past recessions can tell us about stock market returns.Tha","content":"<html><head></head><body><h2>Summary</h2><ul><li>Investors may be surprised by what past recessions can tell us about stock market returns.</li><li>That is, if we can agree on the definition of a recession.</li><li>Macro issues aside, I believe that now is a good time to be buying stocks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6de7f0fab0e6bb37cdb11d688fb5d1\" tg-width=\"1080\" tg-height=\"796\" referrerpolicy=\"no-referrer\"/><span>DNY59</span></p><h2>Thesis</h2><p>Whether there is a recession or not, stocks look reasonably valued today and the S&P 500 (NYSEARCA:SPY) should continue to perform well in the long term.</p><h2>What Is A Recession?</h2><p>The official definition of a recession has been thetopic of much debate lately. Many refer to a recession as two or more consecutive quarters of negative GDP growth, a requirement which was already met in Q1 and Q2 of 2022.</p><p>However, others argue that in addition to (or instead of) negative GDP growth, a recession must be characterized by a sustained period of economic decline, with a broad impact reaching areas like trade, manufacturing, and labor. For example, most people consider the period from February-March 2020 a recession, even though it was less than two quarters.</p><p>Recessions are temporary, and thus the semantics of a recession are not all that important to long-term investors. But it's worth noting that there has been a clear correlation between recessions and the labor market, which has not held today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e244cd5d88e7efe563b9a11bbbd69704\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>The shaded areas in the above chart are past recessions, and we can see that each shaded area is accompanied by a steep rise in unemployment. The inverse also holds: each steep rise in unemployment is accompanied by a recession. Since the current labor market has remained strong, at least through August, it's safe to say that at least one element of a traditional recession is missing.</p><p>That doesn't mean a recession won't come in short order, as the Fed continues to hike rates and many companies recently lowered or suspended guidance citing macro issues. If we begin seeing massive layoffs, then it's safe to say that we're probably entering a recession.</p><p>If that does happen, what's the outlook on the S&P 500? Let's take a look.</p><h2>Historical Recessions</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e196047db513bc62f32b6e7fe7e2b966\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>Yahoo Finance</span></p><p>As shown in the above chart from Yahoo Finance, the median peak-to-trough decline of the S&P 500 during a recession is -24%, and because there were a few particularly bad recessions the mean is higher at a -29% decline. The full range of declines goes from -14% to -57%, so there's quite a range of outcomes here, but it's clear that investors should expect negative stock market returns surrounding a recession.</p><p>This year, SPY peaked at $479.98 and fell to $357.04. That's a 25.6% decline, meaning that at least by this metric, investors have already priced in a historically average recession.</p><p>Considering that the labor market and other signals remain strong, some argue that investors have been too quick to sell stocks and that a rebound is likely on the way. On the other hand, others argue that the current crash started from a record high P/E ratio and that the macro picture looks worse than it has in years, meaning that there's potentially more room to fall.</p><p>I won't hazard a guess as to who's right because macro issues are very difficult to predict. However, even for those who are (foolishly) very confident that they know exactly what will happen with the economy, the more important question is what impact will that have on the stock market?</p><p>You may think that the chart I shared above answers that question. However, it shows a peak-to-trough decline, which is distinct from the stock market returns during an actual recession because the peak-to-trough decline may start before and/or end after the recession. Here are the market's returns during the actual months of the recessions in the above chart:</p><table><tbody><tr><td><b>Recession</b></td><td><b>SPY Return</b></td></tr><tr><td>Nov-48:Oct-49</td><td>11%</td></tr><tr><td>Jul-53:May-54</td><td>25%</td></tr><tr><td>Aug-57:Apr-58</td><td>-5%</td></tr><tr><td>Apr-60:Feb-61</td><td>18%</td></tr><tr><td>Dec-69:Nov-70</td><td>3%</td></tr><tr><td>Nov-73:Mar-75</td><td>-24%</td></tr><tr><td>Jan-80:Jul-80</td><td>0%</td></tr><tr><td>Jul-81:Nov-82</td><td>6%</td></tr><tr><td>Jul-90:Mar-91</td><td>13%</td></tr><tr><td>Mar-01:Nov-01</td><td>-9%</td></tr><tr><td>Dec-07:Jun-09</td><td>-39%</td></tr><tr><td>Feb-20:Mar-20</td><td>-24%</td></tr><tr><td><b>Average</b></td><td><b>-2%</b></td></tr><tr><td><b>Median</b></td><td><b>2%</b></td></tr></tbody></table><p>Source: The Author</p><p>The key point here is that markets typically price in a recession before it actually happens and begin to price it out before it's actually over. With a range of during-recession returns from -39% to +25%, it's safe to say that whether or not we are currently in a recession has historically had little to no predictable impact on SPY returns. You probably shouldn't bet on great returns during a recession, but they're also not out of the question.</p><h2>Best Course For Investors</h2><p>At Tech Investing Edge, we invest with a 10+ year time horizon and don't attempt to time the market based on whether we're in a recession or other factors. Hopefully, the previous sections have made it clear why that's my preferred strategy. In this section, I'll share a few charts about why I think that now is a good time to increase exposure to stocks, through SPY or individual stock picks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e196047db513bc62f32b6e7fe7e2b966\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>Yahoo Finance</span></p><p>This is the same chart I shared in the previous section. A key point that I didn't discuss yet is the performance 1 year after the market bottoms, and 2 years after the market bottoms. Investors buying at the market bottom will on average see 40% returns after one year and 54% returns after two years. Those are some of the best returns you'll ever find with SPY, and it's again worth noting that the start of those returns will likely happen before the recession is over, if we even get a recession in the first place. Even if investors lump sum into the market now and it continues to sell off with Covid crash extremes (-34%), they'll on average still be looking at nicely positive returns within the next couple years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48970cb98595a3c00b76cfcea64bead8\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/><span>Current Market Valuation</span></p><p>The next data point is the S&P 500's historical P/E ratio. Today, SPY has a P/E of 18 and a forward P/E ratio of 16. The modern era market average is a P/E of 20, while the average going back to 1870 is 16. Either way, the current P/E ratio is within one standard deviation of the average, meaning that stocks are within a range that would be considered fairly valued based on historical standards. That holds true even if analyst estimates for earnings growth are wrong and we don't see any earnings growth for the next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe698a5c07dfcf88b263624c52a6404\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Morningstar Equity Research</span></p><p>Another data point shows the price vs. fair value estimate based on Morningstar's DCF valuation for the many stocks in their coverage universe. Morningstar is a respected analyst firm. We can see that stocks are currently very undervalued according to their valuation model, in fact more undervalued than they were during the Covid crash or 2018 panic. Investors would have to go back to the 2011 Greece debt crisis in the aftermath of the Great Financial Crisis to find another time when Morningstar thought stocks were as undervalued as they are today. As we all know, stocks have been on an incredible bull run since 2011.</p><p>Key assumptions that Morningstar makes include the Fed tightening cycle ending this year and inflation subsiding in 2023. These are somewhat bold assumptions at this point, but there is also the best margin of safety in over a decade if the assumptions prove incorrect.</p><p>At my Marketplace service on Seeking Alpha, Tech Investing Edge, I cover a smaller universe of about 30 stocks that I think represent some of the best long-term investing opportunities. My price targets today estimate an average upside of 73%, which is the highest level since I started the service earlier this year. Thus, my own valuation model for the companies I cover aligns well with Morningstar's.</p><h2>Conclusion</h2><p>Stock market bears have had a great time this year, and many will try to tell you with certainty that SPY will continue going lower until the P/E falls to 15, until inflation subsides, until the war in Ukraine is over, until the recession is over, until the Fed pivots, or until a variety of other conditions are met.</p><p>I hope that this article provided multiple data points to show that nobody knows for sure what markets will do in the near future, even if you're of the belief that a recession is inevitable or already happening. Investors should still prepare themselves for more volatility and potentially more negative returns as the market searches for a bottom and digests the currently poor economic environment.</p><p>However, risk-tolerant investors should consider increasing their exposure to stocks through SPY or individual stock picks, as the market has bounced back after each past recession and will likely bounce back after this one as well. Often, that bounce comes sooner than many market participants expect.</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>SPY: How Would A Recession Impact The S&P 500 Outlook?</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\">\nSPY: How Would A Recession Impact The S&P 500 Outlook?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:24 GMT+8 <a href=https://seekingalpha.com/article/4544708-spy-how-recession-impact-s-p-500-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestors may be surprised by what past recessions can tell us about stock market returns.That is, if we can agree on the definition of a recession.Macro issues aside, I believe that now is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544708-spy-how-recession-impact-s-p-500-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544708-spy-how-recession-impact-s-p-500-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191721961","content_text":"SummaryInvestors may be surprised by what past recessions can tell us about stock market returns.That is, if we can agree on the definition of a recession.Macro issues aside, I believe that now is a good time to be buying stocks.DNY59ThesisWhether there is a recession or not, stocks look reasonably valued today and the S&P 500 (NYSEARCA:SPY) should continue to perform well in the long term.What Is A Recession?The official definition of a recession has been thetopic of much debate lately. Many refer to a recession as two or more consecutive quarters of negative GDP growth, a requirement which was already met in Q1 and Q2 of 2022.However, others argue that in addition to (or instead of) negative GDP growth, a recession must be characterized by a sustained period of economic decline, with a broad impact reaching areas like trade, manufacturing, and labor. For example, most people consider the period from February-March 2020 a recession, even though it was less than two quarters.Recessions are temporary, and thus the semantics of a recession are not all that important to long-term investors. But it's worth noting that there has been a clear correlation between recessions and the labor market, which has not held today.FREDThe shaded areas in the above chart are past recessions, and we can see that each shaded area is accompanied by a steep rise in unemployment. The inverse also holds: each steep rise in unemployment is accompanied by a recession. Since the current labor market has remained strong, at least through August, it's safe to say that at least one element of a traditional recession is missing.That doesn't mean a recession won't come in short order, as the Fed continues to hike rates and many companies recently lowered or suspended guidance citing macro issues. If we begin seeing massive layoffs, then it's safe to say that we're probably entering a recession.If that does happen, what's the outlook on the S&P 500? Let's take a look.Historical RecessionsYahoo FinanceAs shown in the above chart from Yahoo Finance, the median peak-to-trough decline of the S&P 500 during a recession is -24%, and because there were a few particularly bad recessions the mean is higher at a -29% decline. The full range of declines goes from -14% to -57%, so there's quite a range of outcomes here, but it's clear that investors should expect negative stock market returns surrounding a recession.This year, SPY peaked at $479.98 and fell to $357.04. That's a 25.6% decline, meaning that at least by this metric, investors have already priced in a historically average recession.Considering that the labor market and other signals remain strong, some argue that investors have been too quick to sell stocks and that a rebound is likely on the way. On the other hand, others argue that the current crash started from a record high P/E ratio and that the macro picture looks worse than it has in years, meaning that there's potentially more room to fall.I won't hazard a guess as to who's right because macro issues are very difficult to predict. However, even for those who are (foolishly) very confident that they know exactly what will happen with the economy, the more important question is what impact will that have on the stock market?You may think that the chart I shared above answers that question. However, it shows a peak-to-trough decline, which is distinct from the stock market returns during an actual recession because the peak-to-trough decline may start before and/or end after the recession. Here are the market's returns during the actual months of the recessions in the above chart:RecessionSPY ReturnNov-48:Oct-4911%Jul-53:May-5425%Aug-57:Apr-58-5%Apr-60:Feb-6118%Dec-69:Nov-703%Nov-73:Mar-75-24%Jan-80:Jul-800%Jul-81:Nov-826%Jul-90:Mar-9113%Mar-01:Nov-01-9%Dec-07:Jun-09-39%Feb-20:Mar-20-24%Average-2%Median2%Source: The AuthorThe key point here is that markets typically price in a recession before it actually happens and begin to price it out before it's actually over. With a range of during-recession returns from -39% to +25%, it's safe to say that whether or not we are currently in a recession has historically had little to no predictable impact on SPY returns. You probably shouldn't bet on great returns during a recession, but they're also not out of the question.Best Course For InvestorsAt Tech Investing Edge, we invest with a 10+ year time horizon and don't attempt to time the market based on whether we're in a recession or other factors. Hopefully, the previous sections have made it clear why that's my preferred strategy. In this section, I'll share a few charts about why I think that now is a good time to increase exposure to stocks, through SPY or individual stock picks.Yahoo FinanceThis is the same chart I shared in the previous section. A key point that I didn't discuss yet is the performance 1 year after the market bottoms, and 2 years after the market bottoms. Investors buying at the market bottom will on average see 40% returns after one year and 54% returns after two years. Those are some of the best returns you'll ever find with SPY, and it's again worth noting that the start of those returns will likely happen before the recession is over, if we even get a recession in the first place. Even if investors lump sum into the market now and it continues to sell off with Covid crash extremes (-34%), they'll on average still be looking at nicely positive returns within the next couple years.Current Market ValuationThe next data point is the S&P 500's historical P/E ratio. Today, SPY has a P/E of 18 and a forward P/E ratio of 16. The modern era market average is a P/E of 20, while the average going back to 1870 is 16. Either way, the current P/E ratio is within one standard deviation of the average, meaning that stocks are within a range that would be considered fairly valued based on historical standards. That holds true even if analyst estimates for earnings growth are wrong and we don't see any earnings growth for the next year.Morningstar Equity ResearchAnother data point shows the price vs. fair value estimate based on Morningstar's DCF valuation for the many stocks in their coverage universe. Morningstar is a respected analyst firm. We can see that stocks are currently very undervalued according to their valuation model, in fact more undervalued than they were during the Covid crash or 2018 panic. Investors would have to go back to the 2011 Greece debt crisis in the aftermath of the Great Financial Crisis to find another time when Morningstar thought stocks were as undervalued as they are today. As we all know, stocks have been on an incredible bull run since 2011.Key assumptions that Morningstar makes include the Fed tightening cycle ending this year and inflation subsiding in 2023. These are somewhat bold assumptions at this point, but there is also the best margin of safety in over a decade if the assumptions prove incorrect.At my Marketplace service on Seeking Alpha, Tech Investing Edge, I cover a smaller universe of about 30 stocks that I think represent some of the best long-term investing opportunities. My price targets today estimate an average upside of 73%, which is the highest level since I started the service earlier this year. Thus, my own valuation model for the companies I cover aligns well with Morningstar's.ConclusionStock market bears have had a great time this year, and many will try to tell you with certainty that SPY will continue going lower until the P/E falls to 15, until inflation subsides, until the war in Ukraine is over, until the recession is over, until the Fed pivots, or until a variety of other conditions are met.I hope that this article provided multiple data points to show that nobody knows for sure what markets will do in the near future, even if you're of the belief that a recession is inevitable or already happening. Investors should still prepare themselves for more volatility and potentially more negative returns as the market searches for a bottom and digests the currently poor economic environment.However, risk-tolerant investors should consider increasing their exposure to stocks through SPY or individual stock picks, as the market has bounced back after each past recession and will likely bounce back after this one as well. Often, that bounce comes sooner than many market participants expect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882896618,"gmtCreate":1631671681234,"gmtModify":1676530605208,"author":{"id":"4089375162568130","authorId":"4089375162568130","name":"wcc","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089375162568130","authorIdStr":"4089375162568130"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/882896618","repostId":"1142821280","repostType":2,"repost":{"id":"1142821280","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":1631664031,"share":"https://ttm.financial/m/news/1142821280?lang=&edition=fundamental","pubTime":"2021-09-15 08:00","market":"sh","language":"zh","title":"昨夜今晨：道指收跌290点！ 苹果发布iPhone 13等新品","url":"https://stock-news.laohu8.com/highlight/detail?id=1142821280","media":"老虎资讯综合","summary":"摘要：美股全线收跌，纳指连续第五个交易日下滑；热门中概普跌，网易跌超4%；苹果收跌近1%，媒体称新品发布会并无惊艳之处；瑞士体育数据巨头Sportradar IPO首日破发收跌逾7%。\n\n1、美股周二","content":"<blockquote>\n 摘要：美股全线收跌，纳指连续第五个交易日下滑；热门中概普跌，网易跌超4%；苹果收跌近1%，媒体称新品发布会并无惊艳之处；瑞士体育数据巨头Sportradar IPO首日破发收跌逾7%。\n</blockquote>\n<p><b>1、美股周二收跌，纳指连跌五日</b></p>\n<p>美股周二收跌，道指下跌290点，纳指录得连续第五个交易日下滑。美国8月核心CPI同比上涨4%，符合市场预期，较7月数据略有回落。市场同时还在关注美国民主党提出的加税方案。截至收盘，道琼斯指数跌0.84%，标普500指数跌0.57%，纳斯达克指数跌0.45%。</p>\n<p>热门中概股周二收盘普跌，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超4%，消息称网易将缩减部分游戏项目规模。</p>\n<p><b>2、热门中概股周二收盘普跌 网易跌超4%</b></p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>跌超6%，网易、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超4%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌近4%，携程、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌近3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、雾芯科技跌超1%。新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近0.3%。</p>\n<p><b>3、美通胀数据前夕 欧股指数小幅下跌</b></p>\n<p>欧股收盘主要指数多数收跌，德国DAX30指数涨0.14%，法国CAC40指数跌0.36%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.47%，欧洲斯托克50指数涨0.06%。</p>\n<p><b>4、美国原油期货收盘几乎持平 维持在6周高位</b></p>\n<p>因市场对热带风暴尼古拉斯登陆墨西哥湾区造成原油和天然气生产中断的担忧有所缓解。最终，纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨1美分，收于每桶70.46美元。</p>\n<p>欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>11月交割的布伦特原油期货价格上涨9美分，涨幅0.1%，收于每桶73.60美元。</p>\n<p><b>5、周二黄金期货站上1800美元关口 钯金跌破2000美元</b></p>\n<p>数据显示美国8月份的通胀涨幅创7个月来新低，导致美元走软，使金价得到支撑。最终，纽约商品交易所12月交割的黄金期货价格上涨12.70美元，涨幅0.7%，收于每盎司1807.10美元。</p>\n<p>国际宏观</p>\n<p><b>1、疫情肆虐收入下降 美国贫困率从60年低点反弹</b></p>\n<p>新冠疫情令美国经济在2020年陷入颠并导致千百万人失业，该国居民收入下降的同时，贫困率也从60年以来的最低点回升。</p>\n<p>美国普查局周二发布的年度数据显示，去年经通胀调整的居民收入中位数减少了2.9%至67500美元。 连续五年下降并在2019年达到1959年以来最低位的贫困率则上升至11.4%。</p>\n<p><b>2、飓风尼古拉斯导致大范围停电 德州连接东海岸的输油管线被关闭</b></p>\n<p>在飓风尼古拉斯导致近50万家庭和商户停电后，北美最大的汽油管道停止了从德克萨斯州向东海岸的汽油输送。飓风周二凌晨登陆后导致的停电令休斯顿以南70英里一处天然气出口终端的运营受到破坏。德州海岸沿线的码头都处于关闭状态，美国海岸警卫队正在评估海道状况。</p>\n<p><b>3、大宗商品船运价创下十年来最大单日涨幅 因原材料需求旺盛</b></p>\n<p>运送煤炭和铁矿石等大宗商品的好望角型散货船平均运价周一上涨6，700美元，创2010年以来最大单日涨幅，因船东继续从强劲的原材料需求中受益。波罗的海交易所数据显示，该运价在周二延续涨势，一度升至近53，700美元的11年来最高水平。</p>\n<p><b>4、日本福岛第一核电站核污水处理装置废气滤网几近全坏</b></p>\n<p>日本东京电力公司在日本原子能规制委员会会议上汇报称，福岛第一核电站用于过滤核污水中放射性物质的“多核素去除设备”的总计25个废气滤网有24个发生破损。</p>\n<p><b>5、联合国报告呼吁调整全球价值4700亿美元的农业扶持政策</b></p>\n<p>联合国粮农组织9月14日发布消息称，由联合国粮食及农业组织 (FAO)、联合国开发计划署 (UNDP) 和联合国环境规划署 (UNEP) 联合发布的《价值数十亿美元的机会：重新调整农业支持来改造粮食系统》最新报告呼吁对全球每年价值4700亿美元，导致价格扭曲，破坏环境社会的农业扶持政策进行调整。从而推动实现2030年可持续发展目标下的更多具体目标，并兑现“联合国生态系统恢复十年”计划。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167855774\" target=\"_blank\"><b>苹果周二收跌近1% 媒体称新品发布会并无惊艳之处</b></a></p>\n<p>苹果公司周二股价收盘下跌0.96%，报148.12美元，盘中一度跌逾1.5%，最新市值2.4万亿美元。媒体称该公司秋季新品发布会并无惊艳之处。</p>\n<p>苹果公司秋季发布会于北京时间15日凌晨1点召开，刘海变小的iPhone 13系列手机、没有变“方”的Apple Watch Series 7、支持5G的iPad mini等产品悉数亮相，但发布会并未提及此前外界期待的新款AirPods无线蓝牙耳机或传言的低轨卫星通讯功能。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167162554\" target=\"_blank\"><b>美参议员沃伦敦促美联储拆分富国银行</b></a></p>\n<p>据彭博社消息，美国参议员沃伦(Elizabeth Warren)敦促美联储将富国银行的银行部门与其金融服务业务拆分开。本月，富国银行受到新的监管措施，并被处以2.5亿美元罚款。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167554998\" target=\"_blank\"><b>谷歌因涉嫌滥用市场支配地位遭韩国重罚</b></a></p>\n<p>新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167879550\" target=\"_blank\"><b>瑞士体育数据巨头Sportradar登陆纳斯达克 IPO首日破发收跌逾7%</b></a></p>\n<p>拥有美国篮球巨星迈克尔-乔丹作为股东的瑞士体育数据巨头Sportradar周二登陆纳斯达克，乔丹亲临敲钟现场。该股开盘持平但随后破发，盘中震荡走低，跌幅一度接近10%。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167395557\" target=\"_blank\"><b>全球星暴跌20%，苹果发布会未提及低轨卫星通讯功能</b></a></p>\n<p>卫星通信服务提供商<a href=\"https://laohu8.com/S/GSAT\">全球星</a>（GlobalStar）周二盘中暴跌超20%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在秋季发布会中没有提及此前传言的低轨卫星通讯功能。<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤在苹果发布会前曾预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看，最有可能与苹果合作的低轨道卫星服务业者为Globalstar。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167554032\" target=\"_blank\"><b>亚马逊CEO：亚马逊在娱乐市场雄心勃勃，流媒体开端很好</b></a></p>\n<p>北京时间9月15日凌晨消息，据报道，亚马逊CEO安迪·贾西（Andy Jassy）周二表示，亚马逊在娱乐市场雄心勃勃，包括从体育直播到为Prime订户提供原创内容，而目前还只是个开始。贾西在接受媒体采访时称：“亚马逊在媒体领域的发展还处于早期阶段。我们已经有了一个很好的开端，我们还相信，有机会用真正原创和有创意的内容，为客户提供独特的观看体验。”</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2167568113\" target=\"_blank\"><b>高盛任命新CFO，所罗门任CEO来高层首次换将</b></a></p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>本周二宣布，任命2018年以来在投资银行部联合主管全球融资业务的Denis Coleman任首席财务官（CFO），从明年1月1日起接替今年末卸任的现任CFO Stephen Scherr。这是高盛CEO所罗门2018年10月执掌高盛以来他打造的高层领导班子首次出现人员替换。Scherr是Solomon走马上任后升职的投资银行家之一，现任高盛总裁兼首席运营官John Waldron也是所罗门上台后晋升的高管。</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>昨夜今晨：道指收跌290点！ 苹果发布iPhone 13等新品</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昨夜今晨：道指收跌290点！ 苹果发布iPhone 13等新品\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-15 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股全线收跌，纳指连续第五个交易日下滑；热门中概普跌，网易跌超4%；苹果收跌近1%，媒体称新品发布会并无惊艳之处；瑞士体育数据巨头Sportradar IPO首日破发收跌逾7%。\n</blockquote>\n<p><b>1、美股周二收跌，纳指连跌五日</b></p>\n<p>美股周二收跌，道指下跌290点，纳指录得连续第五个交易日下滑。美国8月核心CPI同比上涨4%，符合市场预期，较7月数据略有回落。市场同时还在关注美国民主党提出的加税方案。截至收盘，道琼斯指数跌0.84%，标普500指数跌0.57%，纳斯达克指数跌0.45%。</p>\n<p>热门中概股周二收盘普跌，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌超4%，消息称网易将缩减部分游戏项目规模。</p>\n<p><b>2、热门中概股周二收盘普跌 网易跌超4%</b></p>\n<p>其他中概股方面，<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>跌超6%，网易、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超4%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌近4%，携程、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌近3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>、雾芯科技跌超1%。新能源汽车股中，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近1%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近0.3%。</p>\n<p><b>3、美通胀数据前夕 欧股指数小幅下跌</b></p>\n<p>欧股收盘主要指数多数收跌，德国DAX30指数涨0.14%，法国CAC40指数跌0.36%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.47%，欧洲斯托克50指数涨0.06%。</p>\n<p><b>4、美国原油期货收盘几乎持平 维持在6周高位</b></p>\n<p>因市场对热带风暴尼古拉斯登陆墨西哥湾区造成原油和天然气生产中断的担忧有所缓解。最终，纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨1美分，收于每桶70.46美元。</p>\n<p>欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>11月交割的布伦特原油期货价格上涨9美分，涨幅0.1%，收于每桶73.60美元。</p>\n<p><b>5、周二黄金期货站上1800美元关口 钯金跌破2000美元</b></p>\n<p>数据显示美国8月份的通胀涨幅创7个月来新低，导致美元走软，使金价得到支撑。最终，纽约商品交易所12月交割的黄金期货价格上涨12.70美元，涨幅0.7%，收于每盎司1807.10美元。</p>\n<p>国际宏观</p>\n<p><b>1、疫情肆虐收入下降 美国贫困率从60年低点反弹</b></p>\n<p>新冠疫情令美国经济在2020年陷入颠并导致千百万人失业，该国居民收入下降的同时，贫困率也从60年以来的最低点回升。</p>\n<p>美国普查局周二发布的年度数据显示，去年经通胀调整的居民收入中位数减少了2.9%至67500美元。 连续五年下降并在2019年达到1959年以来最低位的贫困率则上升至11.4%。</p>\n<p><b>2、飓风尼古拉斯导致大范围停电 德州连接东海岸的输油管线被关闭</b></p>\n<p>在飓风尼古拉斯导致近50万家庭和商户停电后，北美最大的汽油管道停止了从德克萨斯州向东海岸的汽油输送。飓风周二凌晨登陆后导致的停电令休斯顿以南70英里一处天然气出口终端的运营受到破坏。德州海岸沿线的码头都处于关闭状态，美国海岸警卫队正在评估海道状况。</p>\n<p><b>3、大宗商品船运价创下十年来最大单日涨幅 因原材料需求旺盛</b></p>\n<p>运送煤炭和铁矿石等大宗商品的好望角型散货船平均运价周一上涨6，700美元，创2010年以来最大单日涨幅，因船东继续从强劲的原材料需求中受益。波罗的海交易所数据显示，该运价在周二延续涨势，一度升至近53，700美元的11年来最高水平。</p>\n<p><b>4、日本福岛第一核电站核污水处理装置废气滤网几近全坏</b></p>\n<p>日本东京电力公司在日本原子能规制委员会会议上汇报称，福岛第一核电站用于过滤核污水中放射性物质的“多核素去除设备”的总计25个废气滤网有24个发生破损。</p>\n<p><b>5、联合国报告呼吁调整全球价值4700亿美元的农业扶持政策</b></p>\n<p>联合国粮农组织9月14日发布消息称，由联合国粮食及农业组织 (FAO)、联合国开发计划署 (UNDP) 和联合国环境规划署 (UNEP) 联合发布的《价值数十亿美元的机会：重新调整农业支持来改造粮食系统》最新报告呼吁对全球每年价值4700亿美元，导致价格扭曲，破坏环境社会的农业扶持政策进行调整。从而推动实现2030年可持续发展目标下的更多具体目标，并兑现“联合国生态系统恢复十年”计划。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167855774\" target=\"_blank\"><b>苹果周二收跌近1% 媒体称新品发布会并无惊艳之处</b></a></p>\n<p>苹果公司周二股价收盘下跌0.96%，报148.12美元，盘中一度跌逾1.5%，最新市值2.4万亿美元。媒体称该公司秋季新品发布会并无惊艳之处。</p>\n<p>苹果公司秋季发布会于北京时间15日凌晨1点召开，刘海变小的iPhone 13系列手机、没有变“方”的Apple Watch Series 7、支持5G的iPad mini等产品悉数亮相，但发布会并未提及此前外界期待的新款AirPods无线蓝牙耳机或传言的低轨卫星通讯功能。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167162554\" target=\"_blank\"><b>美参议员沃伦敦促美联储拆分富国银行</b></a></p>\n<p>据彭博社消息，美国参议员沃伦(Elizabeth Warren)敦促美联储将富国银行的银行部门与其金融服务业务拆分开。本月，富国银行受到新的监管措施，并被处以2.5亿美元罚款。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167554998\" target=\"_blank\"><b>谷歌因涉嫌滥用市场支配地位遭韩国重罚</b></a></p>\n<p>新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167879550\" target=\"_blank\"><b>瑞士体育数据巨头Sportradar登陆纳斯达克 IPO首日破发收跌逾7%</b></a></p>\n<p>拥有美国篮球巨星迈克尔-乔丹作为股东的瑞士体育数据巨头Sportradar周二登陆纳斯达克，乔丹亲临敲钟现场。该股开盘持平但随后破发，盘中震荡走低，跌幅一度接近10%。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167395557\" target=\"_blank\"><b>全球星暴跌20%，苹果发布会未提及低轨卫星通讯功能</b></a></p>\n<p>卫星通信服务提供商<a href=\"https://laohu8.com/S/GSAT\">全球星</a>（GlobalStar）周二盘中暴跌超20%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在秋季发布会中没有提及此前传言的低轨卫星通讯功能。<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤在苹果发布会前曾预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看，最有可能与苹果合作的低轨道卫星服务业者为Globalstar。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167554032\" target=\"_blank\"><b>亚马逊CEO：亚马逊在娱乐市场雄心勃勃，流媒体开端很好</b></a></p>\n<p>北京时间9月15日凌晨消息，据报道，亚马逊CEO安迪·贾西（Andy Jassy）周二表示，亚马逊在娱乐市场雄心勃勃，包括从体育直播到为Prime订户提供原创内容，而目前还只是个开始。贾西在接受媒体采访时称：“亚马逊在媒体领域的发展还处于早期阶段。我们已经有了一个很好的开端，我们还相信，有机会用真正原创和有创意的内容，为客户提供独特的观看体验。”</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2167568113\" target=\"_blank\"><b>高盛任命新CFO，所罗门任CEO来高层首次换将</b></a></p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>本周二宣布，任命2018年以来在投资银行部联合主管全球融资业务的Denis Coleman任首席财务官（CFO），从明年1月1日起接替今年末卸任的现任CFO Stephen Scherr。这是高盛CEO所罗门2018年10月执掌高盛以来他打造的高层领导班子首次出现人员替换。Scherr是Solomon走马上任后升职的投资银行家之一，现任高盛总裁兼首席运营官John Waldron也是所罗门上台后晋升的高管。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN",".DJI":"道琼斯","DOG":"道指反向ETF","USO":"美国原油ETF","DDM":"道指两倍做多ETF","DDG":"ProShares做空石油与天然气ETF","AAPL":"苹果","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UCO":"二倍做多彭博原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142821280","content_text":"摘要：美股全线收跌，纳指连续第五个交易日下滑；热门中概普跌，网易跌超4%；苹果收跌近1%，媒体称新品发布会并无惊艳之处；瑞士体育数据巨头Sportradar IPO首日破发收跌逾7%。\n\n1、美股周二收跌，纳指连跌五日\n美股周二收跌，道指下跌290点，纳指录得连续第五个交易日下滑。美国8月核心CPI同比上涨4%，符合市场预期，较7月数据略有回落。市场同时还在关注美国民主党提出的加税方案。截至收盘，道琼斯指数跌0.84%，标普500指数跌0.57%，纳斯达克指数跌0.45%。\n热门中概股周二收盘普跌，网易跌超4%，消息称网易将缩减部分游戏项目规模。\n2、热门中概股周二收盘普跌 网易跌超4%\n其他中概股方面，中国铝业跌超6%，网易、新东方跌超4%，好未来跌近4%，携程、阿里巴巴跌超3%，京东跌近3%，拼多多跌超2%，哔哩哔哩、百度、欢聚集团、雾芯科技跌超1%。新能源汽车股中，理想汽车涨近1%，蔚来汽车跌超1%，小鹏汽车涨近0.3%。\n3、美通胀数据前夕 欧股指数小幅下跌\n欧股收盘主要指数多数收跌，德国DAX30指数涨0.14%，法国CAC40指数跌0.36%，英国富时100指数跌0.47%，欧洲斯托克50指数涨0.06%。\n4、美国原油期货收盘几乎持平 维持在6周高位\n因市场对热带风暴尼古拉斯登陆墨西哥湾区造成原油和天然气生产中断的担忧有所缓解。最终，纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨1美分，收于每桶70.46美元。\n欧洲洲际交易所11月交割的布伦特原油期货价格上涨9美分，涨幅0.1%，收于每桶73.60美元。\n5、周二黄金期货站上1800美元关口 钯金跌破2000美元\n数据显示美国8月份的通胀涨幅创7个月来新低，导致美元走软，使金价得到支撑。最终，纽约商品交易所12月交割的黄金期货价格上涨12.70美元，涨幅0.7%，收于每盎司1807.10美元。\n国际宏观\n1、疫情肆虐收入下降 美国贫困率从60年低点反弹\n新冠疫情令美国经济在2020年陷入颠并导致千百万人失业，该国居民收入下降的同时，贫困率也从60年以来的最低点回升。\n美国普查局周二发布的年度数据显示，去年经通胀调整的居民收入中位数减少了2.9%至67500美元。 连续五年下降并在2019年达到1959年以来最低位的贫困率则上升至11.4%。\n2、飓风尼古拉斯导致大范围停电 德州连接东海岸的输油管线被关闭\n在飓风尼古拉斯导致近50万家庭和商户停电后，北美最大的汽油管道停止了从德克萨斯州向东海岸的汽油输送。飓风周二凌晨登陆后导致的停电令休斯顿以南70英里一处天然气出口终端的运营受到破坏。德州海岸沿线的码头都处于关闭状态，美国海岸警卫队正在评估海道状况。\n3、大宗商品船运价创下十年来最大单日涨幅 因原材料需求旺盛\n运送煤炭和铁矿石等大宗商品的好望角型散货船平均运价周一上涨6，700美元，创2010年以来最大单日涨幅，因船东继续从强劲的原材料需求中受益。波罗的海交易所数据显示，该运价在周二延续涨势，一度升至近53，700美元的11年来最高水平。\n4、日本福岛第一核电站核污水处理装置废气滤网几近全坏\n日本东京电力公司在日本原子能规制委员会会议上汇报称，福岛第一核电站用于过滤核污水中放射性物质的“多核素去除设备”的总计25个废气滤网有24个发生破损。\n5、联合国报告呼吁调整全球价值4700亿美元的农业扶持政策\n联合国粮农组织9月14日发布消息称，由联合国粮食及农业组织 (FAO)、联合国开发计划署 (UNDP) 和联合国环境规划署 (UNEP) 联合发布的《价值数十亿美元的机会：重新调整农业支持来改造粮食系统》最新报告呼吁对全球每年价值4700亿美元，导致价格扭曲，破坏环境社会的农业扶持政策进行调整。从而推动实现2030年可持续发展目标下的更多具体目标，并兑现“联合国生态系统恢复十年”计划。\n公司新闻\n1、苹果周二收跌近1% 媒体称新品发布会并无惊艳之处\n苹果公司周二股价收盘下跌0.96%，报148.12美元，盘中一度跌逾1.5%，最新市值2.4万亿美元。媒体称该公司秋季新品发布会并无惊艳之处。\n苹果公司秋季发布会于北京时间15日凌晨1点召开，刘海变小的iPhone 13系列手机、没有变“方”的Apple Watch Series 7、支持5G的iPad mini等产品悉数亮相，但发布会并未提及此前外界期待的新款AirPods无线蓝牙耳机或传言的低轨卫星通讯功能。\n2、美参议员沃伦敦促美联储拆分富国银行\n据彭博社消息，美国参议员沃伦(Elizabeth Warren)敦促美联储将富国银行的银行部门与其金融服务业务拆分开。本月，富国银行受到新的监管措施，并被处以2.5亿美元罚款。\n3、谷歌因涉嫌滥用市场支配地位遭韩国重罚\n新华社首尔9月14日电（记者陆睿 杜白羽）韩国公平交易委员会14日宣布，因谷歌涉嫌滥用市场支配地位，决定对其处以2074亿韩元（约合1.77亿美元）罚款。\n4、瑞士体育数据巨头Sportradar登陆纳斯达克 IPO首日破发收跌逾7%\n拥有美国篮球巨星迈克尔-乔丹作为股东的瑞士体育数据巨头Sportradar周二登陆纳斯达克，乔丹亲临敲钟现场。该股开盘持平但随后破发，盘中震荡走低，跌幅一度接近10%。\n5、全球星暴跌20%，苹果发布会未提及低轨卫星通讯功能\n卫星通信服务提供商全球星（GlobalStar）周二盘中暴跌超20%，苹果公司在秋季发布会中没有提及此前传言的低轨卫星通讯功能。天风证券分析师郭明錤在苹果发布会前曾预测，iPhone 13硬件规格可支援低轨道卫星通讯，若苹果开启相关软件功能，则当使用者不在4G/5G覆盖范围内时，也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看，最有可能与苹果合作的低轨道卫星服务业者为Globalstar。\n6、亚马逊CEO：亚马逊在娱乐市场雄心勃勃，流媒体开端很好\n北京时间9月15日凌晨消息，据报道，亚马逊CEO安迪·贾西（Andy Jassy）周二表示，亚马逊在娱乐市场雄心勃勃，包括从体育直播到为Prime订户提供原创内容，而目前还只是个开始。贾西在接受媒体采访时称：“亚马逊在媒体领域的发展还处于早期阶段。我们已经有了一个很好的开端，我们还相信，有机会用真正原创和有创意的内容，为客户提供独特的观看体验。”\n7、高盛任命新CFO，所罗门任CEO来高层首次换将\n高盛本周二宣布，任命2018年以来在投资银行部联合主管全球融资业务的Denis Coleman任首席财务官（CFO），从明年1月1日起接替今年末卸任的现任CFO Stephen Scherr。这是高盛CEO所罗门2018年10月执掌高盛以来他打造的高层领导班子首次出现人员替换。Scherr是Solomon走马上任后升职的投资银行家之一，现任高盛总裁兼首席运营官John Waldron也是所罗门上台后晋升的高管。","news_type":1},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883655317,"gmtCreate":1631239453339,"gmtModify":1676530505491,"author":{"id":"4089375162568130","authorId":"4089375162568130","name":"wcc","avatar":"https://static.tigerbbs.com/70e3cf060b328e4ecd4cf14918755ebf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089375162568130","authorIdStr":"4089375162568130"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883655317","repostId":"1119421769","repostType":2,"repost":{"id":"1119421769","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":1631231535,"share":"https://ttm.financial/m/news/1119421769?lang=&edition=fundamental","pubTime":"2021-09-10 07:52","market":"us","language":"zh","title":"昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗","url":"https://stock-news.laohu8.com/highlight/detail?id=1119421769","media":"老虎资讯综合","summary":"摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n\n海外市场\n1、初请再创大流行","content":"<blockquote>\n 摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n</blockquote>\n<p>海外市场</p>\n<p><b>1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴</b></p>\n<p>美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。</p>\n<p><b>2、热门中概股周四收盘涨跌不一 虎牙跌超8%</b></p>\n<p>热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。</p>\n<p>洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。</p>\n<p><b>3、欧股收高银行股攀升</b></p>\n<p>欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。</p>\n<p>泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。</p>\n<p><b>4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备</b></p>\n<p>中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。</p>\n<p>截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。</p>\n<p><b>5、4日以来首次收涨！美元回落提振黄金走强</b></p>\n<p>金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。</p>\n<p>美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债</b></p>\n<p>周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。</p>\n<p><b>2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平</b></p>\n<p>达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。</p>\n<p>Kaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”</p>\n<p><b>3、芝加哥联储行长：美国经济仍面临疫情带来的挑战</b></p>\n<p>美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。</p>\n<p><b>4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题</b></p>\n<p>达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。</p>\n<p>这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。</p>\n<p><b>5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失</b></p>\n<p>自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。</p>\n<p><b>6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大</b></p>\n<p>周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。</p>\n<p>市场观点</p>\n<p><b>1、高盛预计英国央行将推迟加息 受就业前景影响</b></p>\n<p>高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。</p>\n<p><b>2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松</b></p>\n<p>太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。</p>\n<p>Veit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。</p>\n<p><b>3、散户化带来新挑战 平衡监管和保护成新课题</b></p>\n<p>前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166319064\" target=\"_blank\"><b>比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份</b></a></p>\n<p>自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166341501\" target=\"_blank\"><b>微软宣布无限期推迟美国员工重返办公室计划</b></a></p>\n<p>微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。</p>\n<p>这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166344676\" target=\"_blank\"><b>莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感</b></a></p>\n<p>莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166476183\" target=\"_blank\"><b>报道称苹果任命软件高管Kevin Lynch接管汽车项目</b></a></p>\n<p>据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。</p>\n<p>报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166349077\" target=\"_blank\"><b>报道称谷歌语音助手遭欧盟反垄断调查</b></a></p>\n<p>据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。</p>\n<p>欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166347103\" target=\"_blank\"><b>Facebook推出299美元的雷朋Stories智能眼镜</b></a></p>\n<p>Facebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2166341015\" target=\"_blank\"><b>做短差？“木头姐”旗下基金卖出超1亿美元特斯拉</b></a></p>\n<p>截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。</p>\n<p>特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2166341473\" target=\"_blank\"><b>iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？</b></a></p>\n<p>苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166020341\" target=\"_blank\"><b>联想将把研发投入提高一倍至90亿美元 用于人工智能技术</b></a></p>\n<p>媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。</p>\n<p>大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。</p>\n<p><b>10、喜马拉雅申请撤回在美国的IPO计划</b></p>\n<p>据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。</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>昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗</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昨夜今晨：道指标普四连跌，莫德纳开发流感新冠二合一疫苗\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-10 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n</blockquote>\n<p>海外市场</p>\n<p><b>1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴</b></p>\n<p>美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。</p>\n<p><b>2、热门中概股周四收盘涨跌不一 虎牙跌超8%</b></p>\n<p>热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。</p>\n<p>洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。</p>\n<p><b>3、欧股收高银行股攀升</b></p>\n<p>欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。</p>\n<p>泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。</p>\n<p><b>4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备</b></p>\n<p>中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。</p>\n<p>截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。</p>\n<p><b>5、4日以来首次收涨！美元回落提振黄金走强</b></p>\n<p>金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。</p>\n<p>美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债</b></p>\n<p>周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。</p>\n<p><b>2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平</b></p>\n<p>达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。</p>\n<p>Kaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”</p>\n<p><b>3、芝加哥联储行长：美国经济仍面临疫情带来的挑战</b></p>\n<p>美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。</p>\n<p><b>4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题</b></p>\n<p>达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。</p>\n<p>这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。</p>\n<p><b>5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失</b></p>\n<p>自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。</p>\n<p><b>6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大</b></p>\n<p>周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。</p>\n<p>市场观点</p>\n<p><b>1、高盛预计英国央行将推迟加息 受就业前景影响</b></p>\n<p>高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。</p>\n<p><b>2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松</b></p>\n<p>太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。</p>\n<p>Veit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。</p>\n<p><b>3、散户化带来新挑战 平衡监管和保护成新课题</b></p>\n<p>前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2166319064\" target=\"_blank\"><b>比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份</b></a></p>\n<p>自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2166341501\" target=\"_blank\"><b>微软宣布无限期推迟美国员工重返办公室计划</b></a></p>\n<p>微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。</p>\n<p>这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2166344676\" target=\"_blank\"><b>莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感</b></a></p>\n<p>莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2166476183\" target=\"_blank\"><b>报道称苹果任命软件高管Kevin Lynch接管汽车项目</b></a></p>\n<p>据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。</p>\n<p>报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2166349077\" target=\"_blank\"><b>报道称谷歌语音助手遭欧盟反垄断调查</b></a></p>\n<p>据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。</p>\n<p>欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2166347103\" target=\"_blank\"><b>Facebook推出299美元的雷朋Stories智能眼镜</b></a></p>\n<p>Facebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2166341015\" target=\"_blank\"><b>做短差？“木头姐”旗下基金卖出超1亿美元特斯拉</b></a></p>\n<p>截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。</p>\n<p>特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2166341473\" target=\"_blank\"><b>iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？</b></a></p>\n<p>苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。</p>\n<p><b>9、</b><a href=\"https://laohu8.com/NW/2166020341\" target=\"_blank\"><b>联想将把研发投入提高一倍至90亿美元 用于人工智能技术</b></a></p>\n<p>媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。</p>\n<p>大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。</p>\n<p><b>10、喜马拉雅申请撤回在美国的IPO计划</b></p>\n<p>据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DJX":"1/100道琼斯","DOG":"道指反向ETF",".DJI":"道琼斯","DDM":"道指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119421769","content_text":"摘要：美股三大股指齐跌、投行警告声不绝于耳；热门中概股普跌，教育股、游戏股走低；比尔盖茨斥资22亿美元增持四季酒店股份；莫德纳宣布正研发二合一疫苗，可同时预防新冠和流感\n\n海外市场\n1、初请再创大流行以来新低 美股却上演倒V反转录得4连阴\n美股创下连续第4天下跌，创下12周以来的最长连续跌势，投资者难以在仍很火爆的就业市场和急剧上升的新冠感染病例之间做出平衡。确诊病例激增削弱了经济增长的势头。美股三大股指早盘一度上扬，但随后很快转而下跌：道琼斯指数收盘下跌0.43%，标普500指数收盘下跌0.46%，纳斯达克综合指数收盘下跌0.25%。\n2、热门中概股周四收盘涨跌不一 虎牙跌超8%\n热门中概股周四收盘涨跌不一，虎牙跌超8%，此前虎牙旗下小鹿陪玩等7款陪玩软件被无限期下架。\n洋葱集团涨超12%，魔线涨超11%，比特矿业额涨近8%，开心汽车涨超7%。新能源汽车股中，理想汽车涨超1%，蔚来汽车涨近1%，小鹏汽车涨近0.3%。\n3、欧股收高银行股攀升\n欧元区股市周四从盘中低点反弹，银行股攀升。周四欧洲央行表示在未来一个季度只会略微减少其紧急债券购买量，符合预期。\n泛欧斯托克600指数收盘上涨0.50点，涨幅0.1%，报468.37点。\n4、中国干预让两大原油期货暴跌 中国首次动用国家石油储备\n中国周四宣布计划释放国家石油储备以减轻中国企业供需压力，以及美国每周原油产量低于预期，导致两大原油期货暴跌近2%。\n截至收盘，美国WTI原油10月期货下跌127美分，跌幅1.83%，报68.03美元/桶；布伦特11月期货下跌134美分，跌幅1.74%，报71.34美元/桶。\n5、4日以来首次收涨！美元回落提振黄金走强\n金价走强，受美元小幅回落提振，但市场再度押注美联储可能开始提早缩减经济支持措施，限制了金价涨势。此外，欧洲央行也放慢了购债步伐。\n美市尾盘，现货黄金收报1794.32美元/盎司，上涨5.23美元或0.29%，为4日以来首次收涨，盘中最低触及1783.75美元/盎司，最高触及1800.90美元/盎司。\n国际宏观\n1、欧洲央行放缓购债速度，拉加德：我们并不是缩减购债\n周四，欧洲央行公布利率决议，三大关键利率维持不变，与市场预期吻合。欧洲央行表示，维持紧急抗疫购债计划规模在1.85万亿欧元不变，并放缓第四季度PEPP购债速度，紧急抗疫购债计划将至少持续到2022年3月底，在2023年底之前，将继续对紧急抗疫购债计划的到期证券的本金进行再投资。\n2、美联储Kaplan：劳动力供需失衡状况或持续更久 并影响价格水平\n达拉斯联储行长Robert Kaplan周四表示，美国劳动力供需失衡状况或持续更久，并影响价格水平。\nKaplan称：“这种劳动力供需失衡的状况将持续更长一段时间，所以我认为进入明年物价压力可能会有一些扩大。”\n3、芝加哥联储行长：美国经济仍面临疫情带来的挑战\n美国芝加哥联储行长Charles Evans表示。“在去年经济活动出现严重而急剧的下滑之后，我们看到了强劲的经济增长。然而，供应链和劳动力市场的普遍瓶颈证明了经济仍然面临挑战”。周四Evans在芝加哥联储主办的虚拟活动上致欢迎辞时表示：“未来依然存在高度不确定性，新冠病毒变异株正在影响美国的健康和安全”。\n4、美联储卡普兰和罗森格伦将卖出个股持股 以解决利益冲突问题\n达拉斯联储主席罗伯特-卡普兰和波士顿联储主席埃里克-罗森格伦周四表示，出于对2020年交易的道德担忧，他们将卖出所有的个股持股。\n这两位美联储官员在周四发布的声明中表示，他们将在9月30日之前出售所有股票，并将所得款项用于被动投资。在担任地区联储主席期间，两人都不会再买卖股票。\n5、研究：欧洲能源公司若不实现碳中和 将面临1350亿美元损失\n自世界各国提出“碳中和”口号之后，相当多公司需要加快转型。根据牛津大学最新研究，如果欧洲能源公司在2040年前不采取行动实现碳中和，它们可能将面临1350亿美元的潜在损失。\n6、EIA原油库存降幅不及预期，美国内原油产量降幅为有纪录以来最大\n周四，美国EIA公布的数据显示，截至9月3日当周美国除却战略储备的商业原油库存降幅不及预期，精炼油库存降幅不及预期，汽油库存降幅大超预期。EIA数据公布后美国原油价格短线小幅回落0.2美元。具体数据显示，美国截至9月3日当周EIA原油库存变动实际公布减少152.80万桶，预期减少475万桶，前值减少716.9万桶。\n市场观点\n1、高盛预计英国央行将推迟加息 受就业前景影响\n高盛集团表示，英国带薪休假计划结束时的情况将比英国央行预期更为混乱，料促使央行推迟加息。虽然投资者预计英国央行将在2022年5月份上调基准利率，并已经消化到2022年底累计加息28个基点的预期。但高盛经济学家预期，英国央行在2023年第三季度前不会上调利率。\n2、Pimco：欧央行未来数年可能继续购买资产 很长一段时间保持高度宽松\n太平洋投资管理公司投资组合经理Konstantin Veit认为，欧洲央行可能会在未来几年继续购买资产。\nVeit在声明中表示，欧洲央行应对疫情的紧急购债操作可能在2022年结束净买入状态，但随后会提高常规资产购买计划的购买量。\n3、散户化带来新挑战 平衡监管和保护成新课题\n前段时间，美国股市的“散户运动”引发了全球金融市场的广泛关注和讨论。伴随散户投资者的影响力在增加，平衡监管和对散户的保护成为交易所的“新课题”。这也成为本届世界交易所联合会重点交流探讨的话题之一。\n公司新闻\n1、比尔盖茨押注旅游业复苏 斥资22亿美元增持四季酒店股份\n自疫情爆发以来，全球酒店行业备受打击，疫情管控导致全球人口流动大幅减少。前世界首富比尔盖茨的家族投资办公室——瀑布投资（Cascade Investment LLC）以22亿美元购买沙特王子瓦利德•本•塔拉勒持有的四季酒店部分股份。此举表明比尔盖茨看好后疫情时代的旅游及酒店业复苏。\n2、微软宣布无限期推迟美国员工重返办公室计划\n微软表示，由于新冠病毒继续在美国扩散，该公司将无限期推迟其位于华盛顿雷德蒙德的总部及其他美国办公室的重新开放。\n这一决定将影响到微软在美国的103000多名员工。该公司在8月初曾宣布了最新的10月4日重返办公室计划。微软表示，从9月开始，员工必须出示接种新冠疫苗的证明，才能进入该公司在美国的任何设施。\n3、莫德纳宣布正研发二合一疫苗 可同时预防新冠和流感\n莫德纳表示，该公司正在研发一种二合一增强剂疫苗，可同时预防新冠肺炎和季节性流感。受此消息提振，莫德纳股价上涨明显，截止发稿，该公司股价涨7.68%。\n4、报道称苹果任命软件高管Kevin Lynch接管汽车项目\n据报道，苹果公司任命了Apple Watch的软件开发负责人来接管该公司秘密汽车项目。此前该汽车项目的负责人Doug Field被福特汽车挖走。\n报道称，苹果公司已聘请Kevin Lynch来接管该公司高度保密的特殊项目业务，据称这其中包括该公司的秘密造车项目Project Titan。\n5、报道称谷歌语音助手遭欧盟反垄断调查\n据媒体周四报道，Alphabet Inc旗下的谷歌正在接受欧盟反垄断监管机构的调查，调查该公司是否可能强迫设备制造商将Google Assistant用作安卓设备上的默认语音助手。\n欧盟委员会6月份曾表示，其对互联网连接设备的行业调查引起了广泛担忧，即与语音助手相关的某些排他性和捆绑做法，如智能设备生产商被阻止在设备上安装第二个语音助手。\n6、Facebook推出299美元的雷朋Stories智能眼镜\nFacebook今天与知名太阳镜制造商雷朋共同发布了299美元的雷朋Stories智能眼镜，一共有20种风格组合，可与智能手机连接以执行基本任务。雷朋Stories智能眼镜内置两个500万像素的摄像头，可以从第一人称视角拍摄照片，还可通过语音命令拨打电话、播放音乐和分享照片。\n7、做短差？“木头姐”旗下基金卖出超1亿美元特斯拉\n截至9月9日的数据显示，“木头姐”Cathie Wood旗舰基金ARKK最新卖出特斯拉14.37万股，价值1.08亿美元；ARKW卖出特斯拉2.26万股，价值1704万美元；ARKQ卖出特斯拉7919股，价值597万美元。\n特斯拉近几个月股价表现相对强劲，本周三收涨0.13%，收于753.87美元，表现好于当日美股大盘，这一价格点位较5月中旬的低点最大反弹了约38%。分析称，“木头姐”小幅抛售特斯拉，是在逢高出货做波段交易。特斯拉仍然是其最重要持仓之一。\n8、iPhone“十三香”终于要来了 风暴中心的苹果离3万亿市值还有多远？\n苹果2021年秋季新品发布会已经确定在北京时间9月15日凌晨1点召开，本次活动预定在加利福尼亚州库比蒂诺Apple Park园区的史蒂夫乔布斯剧院举行，与去年一样，受新冠疫情影响，苹果公司的发布会将在网上进行直播。\n9、联想将把研发投入提高一倍至90亿美元 用于人工智能技术\n媒体援引对联想首席执行官杨元庆的采访称，联想将在未来三年安排约90亿美元用于扩大基于人工智能的解决方案服务。\n大部分资金将投向核心人工智能技术，还将致力于医疗保健、教育和零售行业。\n10、喜马拉雅申请撤回在美国的IPO计划\n据美国证券交易委员会文件：喜马拉雅申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。$申请撤回在美国的IPO计划，此前于2021年4月申请在美上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
