5月或是整个市场的转折点：美联储的“天敌”来了！

华尔街见闻2021-05-13

作者：乐鸣引子在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Daniel_bao
2021-05-14
Daniel_bao
做作業。。。。。哈哈哈
ERIC2020520
2021-05-14
ERIC2020520
加息
- 或白:
  加息让世界收割美元吗，
ReO
2021-05-13
ReO
?
刀锋战士阿尔法
2021-05-13
刀锋战士阿尔法
哎喲喂、哎喲喂、哎喲喂！捱了打的揹着一個沒捱打的！
Zongzi_xin
2021-05-13
Zongzi_xin
關注一下。。。。
- Daniel_bao:
  嗯，同关注
- Daniel_bao:
  同关注
经常被切韭菜
2021-05-13
经常被切韭菜
4月非農數據大幅下滑而cpi 漲幅驚人，美國人都在家拿援助那麼開心，幹嘛還去工作呢？那不去工作誰來生產啊？供需不平衡導致物價上漲這不是很正常嗎？還有你看看人民幣兌美元匯率，貨物能不貴嗎？而貿易逆差繼續增長，還有之前特朗普加的稅，都是美國人民在埋單，你沒看最近新聞中美貿易要開談了嗎？證明拜登已經意識到問題所在，只要解決貿易戰，增加人民工作，CPI就要下降了，要不再把美元迴流提高利率CPI也能下降啊。
- 或白:
  特朗普是要美国制造业回流，增加就业机会，
- 经常被切韭菜:
  这没可能做到，第一成本太高了，太贵了本国人也未必会买，第二条件太好了，不愿加班或者干这么累的活，第三工会就会搞死当地企业，通用就是一个例子。制造业回流只是一个政治题材
- kevinz:
  我也觉得不是问题，挺正常的经济现象，美国也完全可以解决。这都是预料中的吧

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1129245857?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","is_english":false,"pubTime":"2021-05-13 21:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1129245857","market":"us","top_or_hot":-1,"title":"5月或是整个市场的转折点：美联储的“天敌”来了！","media":"华尔街见闻","content":"<div>\n<p>作者：乐鸣引子在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出...</p>\n\n<a href=\"None\">Source Link</a>\n\n</div>\n","source":null,"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>5月或是整个市场的转折点：美联储的“天敌”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\">\n5月或是整个市场的转折点：美联储的“天敌”来了！\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-13 21:48 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>作者：乐鸣引子在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出...</p>\n\n<a href=\"None\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":null,"article_id":"1129245857","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1129245857","pubTimestamp":1620913695,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","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,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"通胀爆了，就业萎靡……这叫啥来着？","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯"},"translate_title":"May or the turning point of the whole market: the \"natural enemy\" of the Federal Reserve is coming!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/547d7ca3cd61e4510bbbc845a4b9d4d9","symbols_score_info":{".DJI":0.9},"content_text":"作者：乐鸣引子在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出惊人记录。其中，美国4月整体CPI同比大增4.2%（市场预期3.6%），增速创2008年9月以来新高；4月核心CPI同比大增3%，创1996年1月以来最大增长。奔5%的通胀，可不是长期通胀平均2%可以忍受的，除非下个月就下来，表示这是“虚惊一场”，但是下个月大幅下滑的可能性目前看来不大。市场通过价格也传达了这一预期：2022年升息的可能性，在数据公布后已经高达100%。这反过来意味着，刚刚因为就业数据大幅不及预期而推迟的缩减QE时间，又再次被提前。这种被左右拉扯不知如何是好的感觉有点似曾相识，也是美联储最害怕的情景：通胀爆了，就业萎靡……这叫啥来着？市场开始不信美联储的说辞了早在今天数据公布之前，市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。纽约联邦储备银行公布的4月消费者调查（相当于美联储的“民调”）显示：随着经济从疫情引发的危机中复苏，美国消费者未来一年通胀的预期中值为3.4%，创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。之所以美联储这么在乎通胀“民调”，是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。对于通胀的预期，可以粗略分成三个层次：1． 市场上金融产品所隐含的通胀预期；2．所谓经济学家们“共识”预测的通胀预（这两个层基本上跟美联储的预测是一致的）3． 民众的真实通胀预期。第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀（很可能高于2%），让美国工人认为生活成本提高了，需要加工资；让厂商认为需要提价才能应对更高的工资和各种成本，那通胀最终从2%+冲上5%，甚至是70年代的10%+都不是没有可能的。实际上，上一次美国CPI高达4.2%的时候，美联储的利率高达20%——正是70年代的滞胀时期。滞胀！？滞胀是美联储最害怕的“天敌”——在滞胀出现时，美联储政策就会失去主动权，进入完全被动状态。因为在这种情况下，美联储收紧政策，虽然可以控制通胀，但是经济受不了；但是如果放松政策救经济，通胀就上天了——左右不是人，无解；只能硬抗，让时间来慢慢消化，像70年代一样。虽然一个月的数据在理论上只是加剧了市场担心，不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态，美联储所说的基数效应确实存在。图：去年4月美国通缩得厉害如果，五月数据可以回落到让市场可以接受的3%左右，那通胀预期还“有得救”；但如果下个月还维持4%左右，那美联储很可能需要赶紧“放鹰”，控制一下通胀预期。另外，就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%)，但是有望在5月出现大幅改观，详见：拜登“觉醒”！5月美国就业可以破百万么？。意味着什么本次数据虽然令人震惊，但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的，100%加息概率也不代表一定发生，因为距离2022年底还有很长时间，中间还有很多数据会再次更改概率。尽管如此，这仍会让5月份数据变成一个“决胜点”。首先，去年5月份美国经济已经摆脱通缩，其通胀读数跟2020年剩下的月份差距不大，如果5月通胀再次高达4%左右，就不能再说是基数问题了——这时候美联储需要“表示表示”，否则通胀很有可能进入“自我实现”通道。另外，不管5月就业好还是不好，都已经“无所谓”了：好就表明通胀压力更大；不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调，就业现在需要盯住劳动参与率，因为不仅失业率数据“失灵了”，就连非农数据现在都不太好使了。5月或是整个市场的转折点。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":198130416,"gmtCreate":1620944887635,"gmtModify":1704350750563,"author":{"id":"3582075602912414","authorId":"3582075602912414","name":"Daniel_bao","avatar":"https://static.tigerbbs.com/013e1ddf403635b11f90f297ca14f63f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582075602912414","authorIdStr":"3582075602912414"},"htmlText":"做作業。。。。。哈哈哈","listText":"做作業。。。。。哈哈哈","text":"做作業。。。。。哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198130416","repostId":1129245857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":198341177,"gmtCreate":1620938637899,"gmtModify":1704350701494,"author":{"id":"3553231417553161","authorId":"3553231417553161","name":"ERIC2020520","avatar":"https://static.tigerbbs.com/cb088dbd0225aaa433f6d2eb54db7ced","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3553231417553161","authorIdStr":"3553231417553161"},"htmlText":"加息","listText":"加息","text":"加息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/198341177","repostId":1129245857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4336489,"gmtCreate":1621073177576,"gmtModify":1680788944947,"authorId":3520924686142735,"author":{"id":3520924686142735,"idStr":"3520924686142735","authorId":3520924686142735,"name":"或白","avatar":"https://static.tigerbbs.com/783195a87794184cb529969f595d3aaf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198341177,"type":1,"supId":0,"prevId":0,"content":"加息让世界收割美元吗，","text":"加息让世界收割美元吗，","html":"加息让世界收割美元吗，"}],"langContent":"CN"},{"id":198952670,"gmtCreate":1620920597790,"gmtModify":1704350564738,"author":{"id":"3575590605777204","authorId":"3575590605777204","name":"ReO","avatar":"https://static.tigerbbs.com/6c1f810ba185e2f2242f8e458e6734b2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3575590605777204","authorIdStr":"3575590605777204"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198952670","repostId":1129245857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":198988484,"gmtCreate":1620918563748,"gmtModify":1704350522265,"author":{"id":"3460110757345179","authorId":"3460110757345179","name":"刀锋战士阿尔法","avatar":"https://static.tigerbbs.com/b42e712665aa340c451811db44011a24","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":7,"crmLevelSwitch":0,"idStr":"3460110757345179","authorIdStr":"3460110757345179"},"htmlText":"哎喲喂、哎喲喂、哎喲喂！捱了打的揹着一個沒捱打的！","listText":"哎喲喂、哎喲喂、哎喲喂！捱了打的揹着一個沒捱打的！","text":"哎喲喂、哎喲喂、哎喲喂！捱了打的揹着一個沒捱打的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198988484","repostId":1129245857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":198991225,"gmtCreate":1620916876967,"gmtModify":1704350479427,"author":{"id":"3582886189119499","authorId":"3582886189119499","name":"Zongzi_xin","avatar":"https://static.tigerbbs.com/5c64ded7a73c4b69648caff1c81d5683","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582886189119499","authorIdStr":"3582886189119499"},"htmlText":"關注一下。。。。","listText":"關注一下。。。。","text":"關注一下。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/198991225","repostId":1129245857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4318948,"gmtCreate":1620944872757,"gmtModify":1680788616736,"authorId":3582075602912414,"author":{"id":3582075602912414,"idStr":"3582075602912414","authorId":3582075602912414,"name":"Daniel_bao","avatar":"https://static.tigerbbs.com/013e1ddf403635b11f90f297ca14f63f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198991225,"type":1,"supId":0,"prevId":0,"content":"嗯，同关注","text":"嗯，同关注","html":"嗯，同关注"},{"id":4316645,"gmtCreate":1620917698111,"gmtModify":1680788579653,"authorId":3582075602912414,"author":{"id":3582075602912414,"idStr":"3582075602912414","authorId":3582075602912414,"name":"Daniel_bao","avatar":"https://static.tigerbbs.com/013e1ddf403635b11f90f297ca14f63f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198991225,"type":1,"supId":0,"prevId":0,"content":"同关注","text":"同关注","html":"同关注"}],"langContent":"CN"},{"id":198074212,"gmtCreate":1620916229036,"gmtModify":1704350459489,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"htmlText":"4月非農數據大幅下滑而cpi 漲幅驚人，美國人都在家拿援助那麼開心，幹嘛還去工作呢？那不去工作誰來生產啊？供需不平衡導致物價上漲這不是很正常嗎？還有你看看人民幣兌美元匯率，貨物能不貴嗎？而貿易逆差繼續增長，還有之前特朗普加的稅，都是美國人民在埋單，你沒看最近新聞中美貿易要開談了嗎？證明拜登已經意識到問題所在，只要解決貿易戰，增加人民工作，CPI就要下降了，要不再把美元迴流提高利率CPI也能下降啊。","listText":"4月非農數據大幅下滑而cpi 漲幅驚人，美國人都在家拿援助那麼開心，幹嘛還去工作呢？那不去工作誰來生產啊？供需不平衡導致物價上漲這不是很正常嗎？還有你看看人民幣兌美元匯率，貨物能不貴嗎？而貿易逆差繼續增長，還有之前特朗普加的稅，都是美國人民在埋單，你沒看最近新聞中美貿易要開談了嗎？證明拜登已經意識到問題所在，只要解決貿易戰，增加人民工作，CPI就要下降了，要不再把美元迴流提高利率CPI也能下降啊。","text":"4月非農數據大幅下滑而cpi 漲幅驚人，美國人都在家拿援助那麼開心，幹嘛還去工作呢？那不去工作誰來生產啊？供需不平衡導致物價上漲這不是很正常嗎？還有你看看人民幣兌美元匯率，貨物能不貴嗎？而貿易逆差繼續增長，還有之前特朗普加的稅，都是美國人民在埋單，你沒看最近新聞中美貿易要開談了嗎？證明拜登已經意識到問題所在，只要解決貿易戰，增加人民工作，CPI就要下降了，要不再把美元迴流提高利率CPI也能下降啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/198074212","repostId":1129245857,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4336497,"gmtCreate":1621073280515,"gmtModify":1680788949438,"authorId":3520924686142735,"author":{"id":3520924686142735,"idStr":"3520924686142735","authorId":3520924686142735,"name":"或白","avatar":"https://static.tigerbbs.com/783195a87794184cb529969f595d3aaf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198074212,"type":1,"supId":0,"prevId":0,"content":"特朗普是要美国制造业回流，增加就业机会，","text":"特朗普是要美国制造业回流，增加就业机会，","html":"特朗普是要美国制造业回流，增加就业机会，"},{"id":4336646,"gmtCreate":1621075694611,"gmtModify":1680788948109,"authorId":3572851323258506,"author":{"id":3572851323258506,"idStr":"3572851323258506","authorId":3572851323258506,"name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198074212,"type":1,"supId":4336497,"prevId":0,"content":"这没可能做到，第一成本太高了，太贵了本国人也未必会买，第二条件太好了，不愿加班或者干这么累的活，第三工会就会搞死当地企业，通用就是一个例子。制造业回流只是一个政治题材","text":"这没可能做到，第一成本太高了，太贵了本国人也未必会买，第二条件太好了，不愿加班或者干这么累的活，第三工会就会搞死当地企业，通用就是一个例子。制造业回流只是一个政治题材","html":"这没可能做到，第一成本太高了，太贵了本国人也未必会买，第二条件太好了，不愿加班或者干这么累的活，第三工会就会搞死当地企业，通用就是一个例子。制造业回流只是一个政治题材"},{"id":4321763,"gmtCreate":1620955608456,"gmtModify":1680788669956,"authorId":3574943523442146,"author":{"id":3574943523442146,"idStr":"3574943523442146","authorId":3574943523442146,"name":"kevinz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":198074212,"type":1,"supId":0,"prevId":0,"content":"我也觉得不是问题，挺正常的经济现象，美国也完全可以解决。这都是预料中的吧","text":"我也觉得不是问题，挺正常的经济现象，美国也完全可以解决。这都是预料中的吧","html":"我也觉得不是问题，挺正常的经济现象，美国也完全可以解决。这都是预料中的吧"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":75,"commentSize":11,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1129245857"}