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TOM来自地球

TOM来自地球

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TOM来自地球

2021-06-11

Tiger is here！

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TOM来自地球

2021-06-11

Tiger is here！

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TOM来自地球

2021-06-11

Tiger is here！

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TOM来自地球

2021-06-11

Tiger is here！

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TOM来自地球

2021-06-11

Tiger is here！

TOM来自地球

2020-10-01

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TOM来自地球

2020-04-14

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2020-04-07

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2020-04-07

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TOM来自地球

2020-04-06

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三星下周公布今年首个季度财报，预计营收449亿美元

TOM来自地球

2020-02-11

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TOM来自地球

2020-02-04

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TOM来自地球

2019-09-09

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2019-09-08

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TOM来自地球

2019-09-07

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TOM来自地球

2019-09-06

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2019-09-04

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2019-09-03

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2019-09-02

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2019-09-01

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07:35","market":"us","language":"zh","title":"三星下周公布今年首个季度财报，预计营收449亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2025448364","media":"TechWeb","summary":"据国外媒体报道，三星将于下周公布其2020年的首个季度财报。该公司预计，2020年第一季度，该公司将实现55.3万亿韩元（449亿美元）的营收，与去年同期相比，同比增长5.5%。然而，该公司的营业利润","content":"<p>据国外媒体报道，三星将于下周公布其2020年的首个季度财报。该公司预计，2020年第一季度，该公司将实现55.3万亿韩元（449亿美元）的营收，与去年同期相比，同比增长5.5%。然而，该公司的营业利润预计将下降0.09%，至6.22万亿韩元（50亿美元）。</p>\n<p>去年，三星的半导体业务业绩不佳，原因是内存芯片行业不景气。但3月中旬，外媒报道称，虽然对新型冠状病毒存在担忧，该公司预计，今年的芯片需求仍将增长。</p>\n<p>分析人士表示，由于用于服务器的内存和存储芯片销量的增长，三星的半导体业务将使该公司得以维持下去。</p>\n<p>此前，三星表示，全球智能手机市场预计今年将出现萎缩，但对5G智能手机的需求将会增加。</p>\n<p>Hana Financial Investment估计，2020年第一季度，三星的智能手机销量将在6220万部左右，与去年的7150万部相比有所下降。</p>\n<p>另外，分析师认为，智能手机销量的下滑将持续到2020年第三季度，但从今年第四季度开始这一数字将上升。</p>\n<p>近期，由于受新型冠状病毒感染肺炎疫情影响，三星已经关闭了它在全球的一些制造工厂和门店。</p>\n<p>3月20日，三星在美国和加拿大网站上发布公告称，它已经关闭了其在美国和加拿大的所有门店，以尽量减少新型冠状病毒的传播，这项措施已于3月17日（本周二）生效。该公司没有透露这些门店何时重新开业，但肯定需要几周时间，甚至更久。</p>\n<p>3月25日，该公司又表示，它已决定暂时关闭其在巴西的所有零售店，以帮助遏制新型冠状病毒的传播。而在前一天，该公司决定在3月24日到3月29日期间暂停其位于巴西北部亚马孙地区马瑙斯制造厂的运营。</p>\n<p>上周五，三星表示，已决定从4月30日起关闭其位于巴西圣保罗东南部坎皮纳斯的两家生产工厂两周，以保证工厂工人的安全。</p>","source":"sina_tech","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>三星下周公布今年首个季度财报，预计营收449亿美元</title>\n<style 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}\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三星下周公布今年首个季度财报，预计营收449亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-06 07:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/2020-04-05/detail-iimxxsth3769112.d.html?vt=4><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据国外媒体报道，三星将于下周公布其2020年的首个季度财报。该公司预计，2020年第一季度，该公司将实现55.3万亿韩元（449亿美元）的营收，与去年同期相比，同比增长5.5%。然而，该公司的营业利润预计将下降0.09%，至6.22万亿韩元（50亿美元）。\n去年，三星的半导体业务业绩不佳，原因是内存芯片行业不景气。但3月中旬，外媒报道称，虽然对新型冠状病毒存在担忧，该公司预计，今年的芯片需求仍将...</p>\n\n<a href=\"https://tech.sina.cn/2020-04-05/detail-iimxxsth3769112.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/401e91318f4c894b05d79997a577693f","relate_stocks":{"SMSN.UK":"三星"},"source_url":"https://tech.sina.cn/2020-04-05/detail-iimxxsth3769112.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2025448364","content_text":"据国外媒体报道，三星将于下周公布其2020年的首个季度财报。该公司预计，2020年第一季度，该公司将实现55.3万亿韩元（449亿美元）的营收，与去年同期相比，同比增长5.5%。然而，该公司的营业利润预计将下降0.09%，至6.22万亿韩元（50亿美元）。\n去年，三星的半导体业务业绩不佳，原因是内存芯片行业不景气。但3月中旬，外媒报道称，虽然对新型冠状病毒存在担忧，该公司预计，今年的芯片需求仍将增长。\n分析人士表示，由于用于服务器的内存和存储芯片销量的增长，三星的半导体业务将使该公司得以维持下去。\n此前，三星表示，全球智能手机市场预计今年将出现萎缩，但对5G智能手机的需求将会增加。\nHana Financial Investment估计，2020年第一季度，三星的智能手机销量将在6220万部左右，与去年的7150万部相比有所下降。\n另外，分析师认为，智能手机销量的下滑将持续到2020年第三季度，但从今年第四季度开始这一数字将上升。\n近期，由于受新型冠状病毒感染肺炎疫情影响，三星已经关闭了它在全球的一些制造工厂和门店。\n3月20日，三星在美国和加拿大网站上发布公告称，它已经关闭了其在美国和加拿大的所有门店，以尽量减少新型冠状病毒的传播，这项措施已于3月17日（本周二）生效。该公司没有透露这些门店何时重新开业，但肯定需要几周时间，甚至更久。\n3月25日，该公司又表示，它已决定暂时关闭其在巴西的所有零售店，以帮助遏制新型冠状病毒的传播。而在前一天，该公司决定在3月24日到3月29日期间暂停其位于巴西北部亚马孙地区马瑙斯制造厂的运营。\n上周五，三星表示，已决定从4月30日起关闭其位于巴西圣保罗东南部坎皮纳斯的两家生产工厂两周，以保证工厂工人的安全。","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914276678,"gmtCreate":1581379847694,"gmtModify":1705426005995,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482812247067823","idStr":"3482812247067823"},"themes":[],"htmlText":"666666666","listText":"666666666","text":"666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914276678","repostId":"2010224801","repostType":2,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":915833539,"gmtCreate":1580771629921,"gmtModify":1705424349068,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482812247067823","idStr":"3482812247067823"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/915833539","repostId":"1141330985","repostType":2,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930960885,"gmtCreate":1567983634147,"gmtModify":1705403113294,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482812247067823","idStr":"3482812247067823"},"themes":[],"htmlText":"66666666","listText":"66666666","text":"66666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930960885","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930995472,"gmtCreate":1567899827896,"gmtModify":1705403075706,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482812247067823","idStr":"3482812247067823"},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930995472","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930055123,"gmtCreate":1567813903362,"gmtModify":1705403024886,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482812247067823","idStr":"3482812247067823"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930055123","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":997731936,"gmtCreate":1567723382425,"gmtModify":1705402834309,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482812247067823","idStr":"3482812247067823"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/997731936","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":997231948,"gmtCreate":1567552492984,"gmtModify":1705402464453,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"T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is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188149181","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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\" 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.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一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188125472,"gmtCreate":1623425050596,"gmtModify":1704203456532,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188125472","repostId":"1156453091","repostType":2,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188946599,"gmtCreate":1623420334111,"gmtModify":1704203209982,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188946599","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style 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}\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以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188952819,"gmtCreate":1623420125331,"gmtModify":1704203197858,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is 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08:19","market":"sh","language":"zh","title":"昨夜今晨：纳指9月累跌逾5％，美国裁员潮愈演愈烈","url":"https://stock-news.laohu8.com/highlight/detail?id=1141580365","media":"老虎资讯综合","summary":"摘要：美股三大指数集体收涨，道指涨超300点，纳指9月累跌逾5％；美国参议院通过临时性支出法案，旨在防止联邦政府在本月月底关门；美国多家巨头接连宣布裁员；特斯拉本周将公布第三季度交付数据，或达14万辆","content":"<blockquote>摘要：美股三大指数集体收涨，道指涨超300点，纳指9月累跌逾5％；美国参议院通过临时性支出法案，旨在防止联邦政府在本月月底关门；美国多家巨头接连宣布裁员；特斯拉本周将公布第三季度交付数据，或达14万辆。</blockquote><p><b>海外市场</b></p><p><b>1、美股收涨但尾盘跳水涨幅收窄！道指涨超300点，纳指9月累跌逾5％</b></p><p>道指涨329.04点，报27781.70点，涨幅为1.2%，9月累跌2.28%；纳指涨82.26点，报11167.51点，涨幅为0.74%，9月累跌5.13%；标普500指数涨27.53点，报3363.00点，涨幅为0.83%，9月累跌3.92%。中概股中途牛暴涨27.20%，<a href=\"https://laohu8.com/S/WSG\">万达体育</a>暴涨28.9%。</p><p><b>2、美元反弹推动金价收跌0.4％，9月累跌逾4％！但第三季度仍大涨5％</b></p><p>黄金期货价格下跌0.4%，报收于每盎司1895.50美元，击穿1900美元关口，整个9月累计下跌4.2%，因美元汇率反弹。但在第三季度，金价累涨5.3%。</p><p><b>3、美国原油库存意外下降，美油收涨2.4％！9月累计下跌近6％</b></p><p>美国WTI期货价格上涨2.4%，报收于每桶40.22美元；国际布伦特油价上涨1.8%，报收于每桶42.30美元，因美国上周原油库存意外减少200万桶。在纽约商品交易所的其他能源交易中，10月份交割的RBOB汽油期货价格下跌0.07%，报收于每加仑1.2008美元，9月份累跌5.9%；10月份交割的取暖用油期货价格上涨3.3%，报收于每加仑1.1454美元，9月累跌4.2%；10月份交割的天然气期货价格下跌1.3%，报收于每百万英国热量单位2.527美元，9月累跌3.9%。</p><p><b>4、美国首轮总统竞选辩论拖累全球投资者情绪，欧股收跌0.1％</b></p><p>欧洲股市周三收盘下跌，投资者对美国总统竞选辩论做出反应，并在新冠病毒危机中对投资前景作出权衡考量。在欧洲各国股市中，<a href=\"https://laohu8.com/S/XDDX.UK\">德国DAX 30</a>指数下跌0.51%，报收于12760.73点；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数下跌0.53%，报收于5866.10点；法国CAC 40指数下跌0.59%，报收于4803.44点。与此同时，意大利富时MIB指数也下跌0.24%，报收于19015.27点。</p><p><b>国际宏观</b></p><p><b>1、</b><a href=\"https://www.laohu8.com/news/2072073883\" target=\"_blank\"><b>美国参议院通过临时性支出法案 旨在防止联邦政府在本月月底关门</b></a></p><p>本周三，美国参议院通过一项临时性支出法案，旨在防止联邦政府在本月月底关门，并为该政府提供可维持正常运转至12月份的资金支持。</p><p><b>2、全球航空业近乎陷入停滞 4600万人将面临失业风险</b></p><p>设在日内瓦的航空工业组织联盟航空运输行动组织(ATAG)在周三发表的报告中说，由航空业提供的8800万个工作岗位中，有一半以上可能会因为疫情暂时失去工作。许多业内人士预计，航空旅行要到2024年才能恢复到去年的水平。</p><p><b>3、美众议院准备表决民主党刺激方案！财长姆努钦认为刺激计划仍有一线生机</b></p><p>美国财政部长史蒂文·姆努钦表示，会有“再一次认真尝试”与国会就另一项财政刺激计划达成协议，并暗示他将向民主党提出大约1.5万亿美元的抗疫救济方案。</p><p><b>市场观点</b></p><p><b>1、若政府未提供数十亿美元的援助 美各大航空公司或裁员3万人</b></p><p>数十亿美元的联邦航空援助条款将于周四早些时候到期，接下来可能迎来航空公司高达30000人的裁员。众议院民主党周一宣布的一项2.2万亿美元的一揽子计划，包括额外的航空援助，最近几天与白宫的谈判也在进行中。</p><p><b>2、12大机构点评美股：大选结果不确定性上升，市场料将迎来震荡</b></p><p>以下是华尔街经济学家和分析师的点评汇总：大选结果不确定性上升，市场料将迎来震荡；新冠疫情再度加深，但经济数据表现良好；资金从科技股向周期股轮动，股市最糟时期或已过去。</p><p><b>3、疫情之下，美国第四季度GDP能有多大增长？华尔街继续下调增长预期</b></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将第四季度美国GDP年化增长率预测从9.3%下调到了3.5%；<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计第四季度美国GDP年化增长率为将达2.5%，2020年则将收缩4.2%；<a href=\"https://laohu8.com/S/GS\">高盛</a>预计第四季度经济将以3%的速度增长，2020年全年则将收缩3.5%。</p><p><b>4、对冲基金大佬库珀曼：Alphabet是我最大重仓股，FAANG比黄金好</b></p><p>对冲基金Omega Advisers首席执行官、77岁的亿万富翁利昂·库珀曼(Leon Cooperman)对股市有很多想法——事实上，根据他的说法，应该是三个股市才对。第一个市场是他所说的FAANG市场，也就是<a href=\"https://laohu8.com/S/FB\">Facebook</a>(NASDAQ:FB)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(NASDAQ:AMZN)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(NASDAQ:AAPL)、奈飞(NASDAQ:NLFX)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(NASDAQ:GOOGL)等公司，这些公司都受益于新冠肺炎疫情所造成的混乱形势。</p><p><b>公司新闻</b></p><p><b>1、拜登抨击Facebook允许宣传虚假信息 或阻碍大选公平公正</b></p><p>拜登(Biden)在周一参加竞选活动时批评了Facebook首席执行官马克-扎克伯格(Mark Zuckerberg)，指责该平台在打击有关2020年总统大选的错误信息。</p><p><b>2、高盛荐股：<a href=\"https://laohu8.com/S/BA\">波音</a>等三只股票在未来一年时间里将上涨至少35％</b></p><p>在华尔街，新一波的乐观情绪正在浮出水面。投行巨头高盛刚刚上调了3个月的股市前景预期，将其整体评级从“中性”上调至“增持”，并预计未来一年全球股市将实现“较高的个位数回报”。</p><p><b>3、Palantir登陆纽交所，挂牌首日股价一度飙升近50％</b></p><p>为政府机构和大公司开发数据分析软件的Palantir公司周三登陆纽约证券交易所，挂牌首日开盘报10美元，盘中一度攀升至11.41美元的高位。截至收盘，Palantir股价上涨31.03%，报9.50美元。</p><p><b>4、</b><a href=\"https://www.laohu8.com/news/1157656141\" target=\"_blank\"><b>美国裁员潮愈演愈烈</b></a><b>！24小时内多公司宣布裁员，航空业3万人裁员已在路上</b></p><p>在过去的24小时之中，随着美国公司努力应对新冠病毒大流行的持续影响，已经有<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、材料科学公司<a href=\"https://laohu8.com/S/DOW\">陶氏化学</a>、荷兰皇家壳牌、美国联合航空公司等多家公司宣布裁员。</p><p><b>5、中概股雅乐科技周三登陆纽交所，筹资约1.4亿美元</b></p><p>活跃在中东和北非的社交网络和娱乐平台Yalla的母公司雅乐科技(<a href=\"https://laohu8.com/S/YALA\">Yalla Group</a>)周三宣布，该公司将其IPO(首次公开募股)发行价设定为每股美国存托股票7.50美元，处于7至9美元定价区间的低端。雅乐科技首个交易日开盘上涨36.7%，报9.75美元，截至收盘涨幅回落至6.67%，股价报7美元。</p><p><b>6、</b><a href=\"https://www.laohu8.com/news/1112096353\" target=\"_blank\"><b>特斯拉本周将公布第三季度交付数据，或达14万辆</b></a></p><p>据外媒报道，特斯拉第三季度的交付数据将在本周公布，这个数字很可能会让股价大幅波动。分析师预计该数据将在周五早上公布。第二季度，特斯拉交付了90,650辆汽车。分析师普遍认为第三季度交付量约为14万辆，但又略有不同——从约13.6万辆到14.1万辆，取决于数据来源。</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：纳指9月累跌逾5％，美国裁员潮愈演愈烈</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：纳指9月累跌逾5％，美国裁员潮愈演愈烈\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\">2020-10-01 08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：美股三大指数集体收涨，道指涨超300点，纳指9月累跌逾5％；美国参议院通过临时性支出法案，旨在防止联邦政府在本月月底关门；美国多家巨头接连宣布裁员；特斯拉本周将公布第三季度交付数据，或达14万辆。</blockquote><p><b>海外市场</b></p><p><b>1、美股收涨但尾盘跳水涨幅收窄！道指涨超300点，纳指9月累跌逾5％</b></p><p>道指涨329.04点，报27781.70点，涨幅为1.2%，9月累跌2.28%；纳指涨82.26点，报11167.51点，涨幅为0.74%，9月累跌5.13%；标普500指数涨27.53点，报3363.00点，涨幅为0.83%，9月累跌3.92%。中概股中途牛暴涨27.20%，<a href=\"https://laohu8.com/S/WSG\">万达体育</a>暴涨28.9%。</p><p><b>2、美元反弹推动金价收跌0.4％，9月累跌逾4％！但第三季度仍大涨5％</b></p><p>黄金期货价格下跌0.4%，报收于每盎司1895.50美元，击穿1900美元关口，整个9月累计下跌4.2%，因美元汇率反弹。但在第三季度，金价累涨5.3%。</p><p><b>3、美国原油库存意外下降，美油收涨2.4％！9月累计下跌近6％</b></p><p>美国WTI期货价格上涨2.4%，报收于每桶40.22美元；国际布伦特油价上涨1.8%，报收于每桶42.30美元，因美国上周原油库存意外减少200万桶。在纽约商品交易所的其他能源交易中，10月份交割的RBOB汽油期货价格下跌0.07%，报收于每加仑1.2008美元，9月份累跌5.9%；10月份交割的取暖用油期货价格上涨3.3%，报收于每加仑1.1454美元，9月累跌4.2%；10月份交割的天然气期货价格下跌1.3%，报收于每百万英国热量单位2.527美元，9月累跌3.9%。</p><p><b>4、美国首轮总统竞选辩论拖累全球投资者情绪，欧股收跌0.1％</b></p><p>欧洲股市周三收盘下跌，投资者对美国总统竞选辩论做出反应，并在新冠病毒危机中对投资前景作出权衡考量。在欧洲各国股市中，<a href=\"https://laohu8.com/S/XDDX.UK\">德国DAX 30</a>指数下跌0.51%，报收于12760.73点；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数下跌0.53%，报收于5866.10点；法国CAC 40指数下跌0.59%，报收于4803.44点。与此同时，意大利富时MIB指数也下跌0.24%，报收于19015.27点。</p><p><b>国际宏观</b></p><p><b>1、</b><a href=\"https://www.laohu8.com/news/2072073883\" target=\"_blank\"><b>美国参议院通过临时性支出法案 旨在防止联邦政府在本月月底关门</b></a></p><p>本周三，美国参议院通过一项临时性支出法案，旨在防止联邦政府在本月月底关门，并为该政府提供可维持正常运转至12月份的资金支持。</p><p><b>2、全球航空业近乎陷入停滞 4600万人将面临失业风险</b></p><p>设在日内瓦的航空工业组织联盟航空运输行动组织(ATAG)在周三发表的报告中说，由航空业提供的8800万个工作岗位中，有一半以上可能会因为疫情暂时失去工作。许多业内人士预计，航空旅行要到2024年才能恢复到去年的水平。</p><p><b>3、美众议院准备表决民主党刺激方案！财长姆努钦认为刺激计划仍有一线生机</b></p><p>美国财政部长史蒂文·姆努钦表示，会有“再一次认真尝试”与国会就另一项财政刺激计划达成协议，并暗示他将向民主党提出大约1.5万亿美元的抗疫救济方案。</p><p><b>市场观点</b></p><p><b>1、若政府未提供数十亿美元的援助 美各大航空公司或裁员3万人</b></p><p>数十亿美元的联邦航空援助条款将于周四早些时候到期，接下来可能迎来航空公司高达30000人的裁员。众议院民主党周一宣布的一项2.2万亿美元的一揽子计划，包括额外的航空援助，最近几天与白宫的谈判也在进行中。</p><p><b>2、12大机构点评美股：大选结果不确定性上升，市场料将迎来震荡</b></p><p>以下是华尔街经济学家和分析师的点评汇总：大选结果不确定性上升，市场料将迎来震荡；新冠疫情再度加深，但经济数据表现良好；资金从科技股向周期股轮动，股市最糟时期或已过去。</p><p><b>3、疫情之下，美国第四季度GDP能有多大增长？华尔街继续下调增长预期</b></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将第四季度美国GDP年化增长率预测从9.3%下调到了3.5%；<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计第四季度美国GDP年化增长率为将达2.5%，2020年则将收缩4.2%；<a href=\"https://laohu8.com/S/GS\">高盛</a>预计第四季度经济将以3%的速度增长，2020年全年则将收缩3.5%。</p><p><b>4、对冲基金大佬库珀曼：Alphabet是我最大重仓股，FAANG比黄金好</b></p><p>对冲基金Omega Advisers首席执行官、77岁的亿万富翁利昂·库珀曼(Leon Cooperman)对股市有很多想法——事实上，根据他的说法，应该是三个股市才对。第一个市场是他所说的FAANG市场，也就是<a href=\"https://laohu8.com/S/FB\">Facebook</a>(NASDAQ:FB)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(NASDAQ:AMZN)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(NASDAQ:AAPL)、奈飞(NASDAQ:NLFX)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(NASDAQ:GOOGL)等公司，这些公司都受益于新冠肺炎疫情所造成的混乱形势。</p><p><b>公司新闻</b></p><p><b>1、拜登抨击Facebook允许宣传虚假信息 或阻碍大选公平公正</b></p><p>拜登(Biden)在周一参加竞选活动时批评了Facebook首席执行官马克-扎克伯格(Mark Zuckerberg)，指责该平台在打击有关2020年总统大选的错误信息。</p><p><b>2、高盛荐股：<a href=\"https://laohu8.com/S/BA\">波音</a>等三只股票在未来一年时间里将上涨至少35％</b></p><p>在华尔街，新一波的乐观情绪正在浮出水面。投行巨头高盛刚刚上调了3个月的股市前景预期，将其整体评级从“中性”上调至“增持”，并预计未来一年全球股市将实现“较高的个位数回报”。</p><p><b>3、Palantir登陆纽交所，挂牌首日股价一度飙升近50％</b></p><p>为政府机构和大公司开发数据分析软件的Palantir公司周三登陆纽约证券交易所，挂牌首日开盘报10美元，盘中一度攀升至11.41美元的高位。截至收盘，Palantir股价上涨31.03%，报9.50美元。</p><p><b>4、</b><a href=\"https://www.laohu8.com/news/1157656141\" target=\"_blank\"><b>美国裁员潮愈演愈烈</b></a><b>！24小时内多公司宣布裁员，航空业3万人裁员已在路上</b></p><p>在过去的24小时之中，随着美国公司努力应对新冠病毒大流行的持续影响，已经有<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、材料科学公司<a href=\"https://laohu8.com/S/DOW\">陶氏化学</a>、荷兰皇家壳牌、美国联合航空公司等多家公司宣布裁员。</p><p><b>5、中概股雅乐科技周三登陆纽交所，筹资约1.4亿美元</b></p><p>活跃在中东和北非的社交网络和娱乐平台Yalla的母公司雅乐科技(<a href=\"https://laohu8.com/S/YALA\">Yalla Group</a>)周三宣布，该公司将其IPO(首次公开募股)发行价设定为每股美国存托股票7.50美元，处于7至9美元定价区间的低端。雅乐科技首个交易日开盘上涨36.7%，报9.75美元，截至收盘涨幅回落至6.67%，股价报7美元。</p><p><b>6、</b><a href=\"https://www.laohu8.com/news/1112096353\" target=\"_blank\"><b>特斯拉本周将公布第三季度交付数据，或达14万辆</b></a></p><p>据外媒报道，特斯拉第三季度的交付数据将在本周公布，这个数字很可能会让股价大幅波动。分析师预计该数据将在周五早上公布。第二季度，特斯拉交付了90,650辆汽车。分析师普遍认为第三季度交付量约为14万辆，但又略有不同——从约13.6万辆到14.1万辆，取决于数据来源。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141580365","content_text":"摘要：美股三大指数集体收涨，道指涨超300点，纳指9月累跌逾5％；美国参议院通过临时性支出法案，旨在防止联邦政府在本月月底关门；美国多家巨头接连宣布裁员；特斯拉本周将公布第三季度交付数据，或达14万辆。海外市场1、美股收涨但尾盘跳水涨幅收窄！道指涨超300点，纳指9月累跌逾5％道指涨329.04点，报27781.70点，涨幅为1.2%，9月累跌2.28%；纳指涨82.26点，报11167.51点，涨幅为0.74%，9月累跌5.13%；标普500指数涨27.53点，报3363.00点，涨幅为0.83%，9月累跌3.92%。中概股中途牛暴涨27.20%，万达体育暴涨28.9%。2、美元反弹推动金价收跌0.4％，9月累跌逾4％！但第三季度仍大涨5％黄金期货价格下跌0.4%，报收于每盎司1895.50美元，击穿1900美元关口，整个9月累计下跌4.2%，因美元汇率反弹。但在第三季度，金价累涨5.3%。3、美国原油库存意外下降，美油收涨2.4％！9月累计下跌近6％美国WTI期货价格上涨2.4%，报收于每桶40.22美元；国际布伦特油价上涨1.8%，报收于每桶42.30美元，因美国上周原油库存意外减少200万桶。在纽约商品交易所的其他能源交易中，10月份交割的RBOB汽油期货价格下跌0.07%，报收于每加仑1.2008美元，9月份累跌5.9%；10月份交割的取暖用油期货价格上涨3.3%，报收于每加仑1.1454美元，9月累跌4.2%；10月份交割的天然气期货价格下跌1.3%，报收于每百万英国热量单位2.527美元，9月累跌3.9%。4、美国首轮总统竞选辩论拖累全球投资者情绪，欧股收跌0.1％欧洲股市周三收盘下跌，投资者对美国总统竞选辩论做出反应，并在新冠病毒危机中对投资前景作出权衡考量。在欧洲各国股市中，德国DAX 30指数下跌0.51%，报收于12760.73点；英国富时100指数下跌0.53%，报收于5866.10点；法国CAC 40指数下跌0.59%，报收于4803.44点。与此同时，意大利富时MIB指数也下跌0.24%，报收于19015.27点。国际宏观1、美国参议院通过临时性支出法案 旨在防止联邦政府在本月月底关门本周三，美国参议院通过一项临时性支出法案，旨在防止联邦政府在本月月底关门，并为该政府提供可维持正常运转至12月份的资金支持。2、全球航空业近乎陷入停滞 4600万人将面临失业风险设在日内瓦的航空工业组织联盟航空运输行动组织(ATAG)在周三发表的报告中说，由航空业提供的8800万个工作岗位中，有一半以上可能会因为疫情暂时失去工作。许多业内人士预计，航空旅行要到2024年才能恢复到去年的水平。3、美众议院准备表决民主党刺激方案！财长姆努钦认为刺激计划仍有一线生机美国财政部长史蒂文·姆努钦表示，会有“再一次认真尝试”与国会就另一项财政刺激计划达成协议，并暗示他将向民主党提出大约1.5万亿美元的抗疫救济方案。市场观点1、若政府未提供数十亿美元的援助 美各大航空公司或裁员3万人数十亿美元的联邦航空援助条款将于周四早些时候到期，接下来可能迎来航空公司高达30000人的裁员。众议院民主党周一宣布的一项2.2万亿美元的一揽子计划，包括额外的航空援助，最近几天与白宫的谈判也在进行中。2、12大机构点评美股：大选结果不确定性上升，市场料将迎来震荡以下是华尔街经济学家和分析师的点评汇总：大选结果不确定性上升，市场料将迎来震荡；新冠疫情再度加深，但经济数据表现良好；资金从科技股向周期股轮动，股市最糟时期或已过去。3、疫情之下，美国第四季度GDP能有多大增长？华尔街继续下调增长预期摩根士丹利将第四季度美国GDP年化增长率预测从9.3%下调到了3.5%；摩根大通预计第四季度美国GDP年化增长率为将达2.5%，2020年则将收缩4.2%；高盛预计第四季度经济将以3%的速度增长，2020年全年则将收缩3.5%。4、对冲基金大佬库珀曼：Alphabet是我最大重仓股，FAANG比黄金好对冲基金Omega Advisers首席执行官、77岁的亿万富翁利昂·库珀曼(Leon Cooperman)对股市有很多想法——事实上，根据他的说法，应该是三个股市才对。第一个市场是他所说的FAANG市场，也就是Facebook(NASDAQ:FB)、亚马逊(NASDAQ:AMZN)、苹果(NASDAQ:AAPL)、奈飞(NASDAQ:NLFX)和谷歌母公司Alphabet(NASDAQ:GOOGL)等公司，这些公司都受益于新冠肺炎疫情所造成的混乱形势。公司新闻1、拜登抨击Facebook允许宣传虚假信息 或阻碍大选公平公正拜登(Biden)在周一参加竞选活动时批评了Facebook首席执行官马克-扎克伯格(Mark Zuckerberg)，指责该平台在打击有关2020年总统大选的错误信息。2、高盛荐股：波音等三只股票在未来一年时间里将上涨至少35％在华尔街，新一波的乐观情绪正在浮出水面。投行巨头高盛刚刚上调了3个月的股市前景预期，将其整体评级从“中性”上调至“增持”，并预计未来一年全球股市将实现“较高的个位数回报”。3、Palantir登陆纽交所，挂牌首日股价一度飙升近50％为政府机构和大公司开发数据分析软件的Palantir公司周三登陆纽约证券交易所，挂牌首日开盘报10美元，盘中一度攀升至11.41美元的高位。截至收盘，Palantir股价上涨31.03%，报9.50美元。4、美国裁员潮愈演愈烈！24小时内多公司宣布裁员，航空业3万人裁员已在路上在过去的24小时之中，随着美国公司努力应对新冠病毒大流行的持续影响，已经有迪士尼、材料科学公司陶氏化学、荷兰皇家壳牌、美国联合航空公司等多家公司宣布裁员。5、中概股雅乐科技周三登陆纽交所，筹资约1.4亿美元活跃在中东和北非的社交网络和娱乐平台Yalla的母公司雅乐科技(Yalla Group)周三宣布，该公司将其IPO(首次公开募股)发行价设定为每股美国存托股票7.50美元，处于7至9美元定价区间的低端。雅乐科技首个交易日开盘上涨36.7%，报9.75美元，截至收盘涨幅回落至6.67%，股价报7美元。6、特斯拉本周将公布第三季度交付数据，或达14万辆据外媒报道，特斯拉第三季度的交付数据将在本周公布，这个数字很可能会让股价大幅波动。分析师预计该数据将在周五早上公布。第二季度，特斯拉交付了90,650辆汽车。分析师普遍认为第三季度交付量约为14万辆，但又略有不同——从约13.6万辆到14.1万辆，取决于数据来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":928592982,"gmtCreate":1586822027646,"gmtModify":1705301969080,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"66666666666","listText":"66666666666","text":"66666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/928592982","repostId":"1133551530","repostType":2,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":921808260,"gmtCreate":1586219560750,"gmtModify":1705300283075,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"6666666666","listText":"6666666666","text":"6666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/921808260","repostId":"1114654243","repostType":2,"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":921928336,"gmtCreate":1586130858925,"gmtModify":1705299969575,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"6666666666","listText":"6666666666","text":"6666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/921928336","repostId":"2025448364","repostType":2,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914276678,"gmtCreate":1581379847694,"gmtModify":1705426005995,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"666666666","listText":"666666666","text":"666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914276678","repostId":"2010224801","repostType":2,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":915833539,"gmtCreate":1580771629921,"gmtModify":1705424349068,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/915833539","repostId":"1141330985","repostType":2,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930960885,"gmtCreate":1567983634147,"gmtModify":1705403113294,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自地球","avatar":"https://static.tigerbbs.com/f62d3fe0acb115f1b12da9e6288103dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3482812247067823","authorIdStr":"3482812247067823"},"themes":[],"htmlText":"66666666","listText":"66666666","text":"66666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930960885","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930995472,"gmtCreate":1567899827896,"gmtModify":1705403075706,"author":{"id":"3482812247067823","authorId":"3482812247067823","name":"TOM来自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