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村东头铁蛋
2021-08-28
6
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村东头铁蛋
2022-10-31
$蔚来(NIO)$
村东头铁蛋
2022-10-25
$拼多多(PDD)$
村东头铁蛋
2023-01-03
$蔚来(NIO)$
村东头铁蛋
2022-12-09
$小鹏汽车(XPEV)$
村东头铁蛋
2022-12-01
$蔚来(NIO)$
村东头铁蛋
2021-08-23
6
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村东头铁蛋
10-08
$纳斯达克中国金龙指数(HXC)$
村东头铁蛋
2022-12-01
$小鹏汽车(XPEV)$
村东头铁蛋
2022-10-18
$Roblox Corporation(RBLX)$
村东头铁蛋
2021-08-28
6
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村东头铁蛋
2021-08-23
6
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村东头铁蛋
2021-08-23
6
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08:18","market":"sh","language":"zh","title":"定了!靴子落地!美联储重要表态:缩减购债但不急于加息!如何影响市场?","url":"https://stock-news.laohu8.com/highlight/detail?id=2162107337","media":"央视","summary":"投资者的情绪主要受到美联储主席鲍威尔当天关于货币政策表态的影响。鲍威尔表示今年缩减购债但不急于加息。 周五,一直牵动着市场情绪的靴子终于落地了,在当天以视频会议形式召开的杰克逊霍尔全球央行年会上,鲍威尔表示,美联储可能会在今年晚些时候开始减少每个月的购债规模,但不会急于开始加息。另据其他美联储官员透露,美联储最早可能在今年9月21日至22日的议息会议上宣布缩减购债规模。","content":"<html><body><div>\n<p> 来源:央视财经</p>\n<p> 周五也就是本周最后一个交易日,美国股市三大股指全部上涨,截至当天收盘,道指涨0.69%,标普500指数涨0.88%,<span>纳斯达克</span><span></span>指数涨1.23%。其中能源和科技类股普遍走高,例如<span><a href=\"https://laohu8.com/S/OXY\">西方石油</a></span><span></span>股价涨幅接近7%,<span><a href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>和<span><a href=\"https://laohu8.com/S/XLNX\">赛灵思</a></span><span></span>的股价均涨超3%。投资者的情绪主要受到美联储主席鲍威尔当天关于货币政策表态的影响。 </p>\n<p> <font cms-style=\"strong-Bold\"><font cms-style=\"strong-Bold\">靴子落地!鲍威尔表示今年缩减购债但不急于加息</font></font></p>\n<p> 周五,<font cms-style=\"strong-Bold\">一直牵动着市场情绪的靴子终于落地了</font>,在当天以视频会议形式召开的杰克逊霍尔全球央行年会上,<font cms-style=\"strong-Bold\">鲍威尔表示,美联储可能会在今年晚些时候开始减少每个月的购债规模,但不会急于开始加息。</font>鲍威尔说:“上次议息会议结束以来,美国经济取得了更多进展,7月份就业数据强劲,但德尔塔变异毒株也在进一步扩散。美联储会仔细评估接下来的数据和风险变化情况”。他同时强调:“人们不应该把启动缩减购债规模视为加息会很快到来的信号。对于加息而言,美联储有一套不同的、更严格的衡量标准。”</p>\n<p> 尽管近日多位美联储官员发表了鹰派言论,但鲍威尔的最新表态较为温和,说明他更倾向于等待经济取得进一步进展后再作出政策调整。另据其他美联储官员透露,美联储最早可能在今年9月21日至22日的议息会议上宣布缩减购债规模。</p>\n<p> <font cms-style=\"strong-Bold\">墨西哥湾原油产能受限 27日国际油价显著上涨</font></p>\n<p> 周五,国际油价显著上涨。截至当天收盘,纽约商品交易所10月交货的轻质原油期货价格上涨1.96%,收于每桶68.74美元;10月交货的伦敦布伦特原油期货价格上涨2.29%,收于每桶72.70美元。市场密切关注墨西哥湾区飓风“艾达”的行进路径,预计“艾达”将于本周日在美国墨西哥湾沿岸登陆,对当地海上钻井平台造成干扰,短期内这一地区的原油供应可能会减少。根据美国安全与环境执法局的数据,周五墨西哥湾地区约有59%的原油产能受到影响。</p>\n<p> <font cms-style=\"strong-Bold\">投资者避险情绪升温 27日国际金价涨超1%</font></p>\n<p> 周五,国际金价走高。截至当天收盘,纽约商品交易所黄金期货市场交投最活跃的12月黄金期价比前一交易日上涨1.35%,收于每盎司1819.5美元。投资者对于阿富汗局势的担忧加剧,避险情绪升温助推金价走高。</p>\n<div>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑:李园 </p>\n</div></body></html>","source":"sina","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>定了!靴子落地!美联储重要表态:缩减购债但不急于加息!如何影响市场?</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n定了!靴子落地!美联储重要表态:缩减购债但不急于加息!如何影响市场?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:18 北京时间 <a href=https://finance.sina.com.cn/wm/2021-08-28/doc-iktzqtyt2609954.shtml><strong>央视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:央视财经\n 周五也就是本周最后一个交易日,美国股市三大股指全部上涨,截至当天收盘,道指涨0.69%,标普500指数涨0.88%,纳斯达克指数涨1.23%。其中能源和科技类股普遍走高,例如西方石油股价涨幅接近7%,AMD和赛灵思的股价均涨超3%。投资者的情绪主要受到美联储主席鲍威尔当天关于货币政策表态的影响。 \n 靴子落地!鲍威尔表示今年缩减购债但不急于加息\n 周五,一直牵动着市场情绪的...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzqtyt2609954.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/123472eab1159c5e881f8e540a346014","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","OEX":"标普100",".SPX":"S&P 500 Index","DOG":"道指反向ETF","SPY":"标普500ETF","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzqtyt2609954.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162107337","content_text":"来源:央视财经\n 周五也就是本周最后一个交易日,美国股市三大股指全部上涨,截至当天收盘,道指涨0.69%,标普500指数涨0.88%,纳斯达克指数涨1.23%。其中能源和科技类股普遍走高,例如西方石油股价涨幅接近7%,AMD和赛灵思的股价均涨超3%。投资者的情绪主要受到美联储主席鲍威尔当天关于货币政策表态的影响。 \n 靴子落地!鲍威尔表示今年缩减购债但不急于加息\n 周五,一直牵动着市场情绪的靴子终于落地了,在当天以视频会议形式召开的杰克逊霍尔全球央行年会上,鲍威尔表示,美联储可能会在今年晚些时候开始减少每个月的购债规模,但不会急于开始加息。鲍威尔说:“上次议息会议结束以来,美国经济取得了更多进展,7月份就业数据强劲,但德尔塔变异毒株也在进一步扩散。美联储会仔细评估接下来的数据和风险变化情况”。他同时强调:“人们不应该把启动缩减购债规模视为加息会很快到来的信号。对于加息而言,美联储有一套不同的、更严格的衡量标准。”\n 尽管近日多位美联储官员发表了鹰派言论,但鲍威尔的最新表态较为温和,说明他更倾向于等待经济取得进一步进展后再作出政策调整。另据其他美联储官员透露,美联储最早可能在今年9月21日至22日的议息会议上宣布缩减购债规模。\n 墨西哥湾原油产能受限 27日国际油价显著上涨\n 周五,国际油价显著上涨。截至当天收盘,纽约商品交易所10月交货的轻质原油期货价格上涨1.96%,收于每桶68.74美元;10月交货的伦敦布伦特原油期货价格上涨2.29%,收于每桶72.70美元。市场密切关注墨西哥湾区飓风“艾达”的行进路径,预计“艾达”将于本周日在美国墨西哥湾沿岸登陆,对当地海上钻井平台造成干扰,短期内这一地区的原油供应可能会减少。根据美国安全与环境执法局的数据,周五墨西哥湾地区约有59%的原油产能受到影响。\n 投资者避险情绪升温 27日国际金价涨超1%\n 周五,国际金价走高。截至当天收盘,纽约商品交易所黄金期货市场交投最活跃的12月黄金期价比前一交易日上涨1.35%,收于每盎司1819.5美元。投资者对于阿富汗局势的担忧加剧,避险情绪升温助推金价走高。\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:李园","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813068567,"gmtCreate":1630114760159,"gmtModify":1676530227863,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813068567","repostId":"1187941678","repostType":2,"repost":{"id":"1187941678","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":1630110918,"share":"https://ttm.financial/m/news/1187941678?lang=&edition=fundamental","pubTime":"2021-08-28 08:35","market":"sh","language":"zh","title":"昨夜今晨:鲍威尔鸽派Taper信号支持美股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1187941678","media":"老虎资讯综合","summary":"摘要:年内何时Taper留悬念,标普纳指延续狂欢创新高;转会费1.9亿!C罗回归曼联,曼联股价暴涨近6%;汽车公司最大IPO要来了!特斯拉劲敌Rivian提交申请;美版花呗Affirm盘后涨逾35%。","content":"<blockquote>\n 摘要:年内何时Taper留悬念,标普纳指延续狂欢创新高;转会费1.9亿!C罗回归曼联,曼联股价暴涨近6%;汽车公司最大IPO要来了!特斯拉劲敌Rivian提交申请;美版花呗Affirm盘后涨逾35%。\n</blockquote>\n<p>海外市场</p>\n<p><b>美股收盘:年内何时Taper留悬念 标普纳指延续狂欢创新高</b></p>\n<p>美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称,今年内联储可能开始缩减QE购债,但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”,即使彻底结束购债也不代表马上就开始加息,警告过早加息的风险,并未给出任何缩减购债的详细时间表。</p>\n<p>虽然鲍威尔重申将于年内缩减债券购买规模,但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为,让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。</p>\n<p>道琼斯指数涨0.69%,标普500指数涨0.88%创下新高,纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%,纳指本周累涨2.82%,标普500指数本周累涨1.52%。</p>\n<p><b>热门中概股周五收盘多数走低 蘑菇街涨超11%</b></p>\n<p>热门中概股周五收盘多数走低,<a href=\"https://laohu8.com/S/BLCT\">蓝城兄弟</a>跌近12%,新氧跌近11%,<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>、$嘉银<a href=\"https://laohu8.com/S/KIM\">金科</a>(JFIN)$跌超10%,<a href=\"https://laohu8.com/S/GDS\">万国数据</a>跌近10%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%;<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨超11%,盘前一度涨近30%。</p>\n<p><b>欧洲股市全线收高 泛欧斯托克600指数收涨0.43%</b></p>\n<p>泛欧斯托克600指数收涨2.00点,涨幅0.43%,报472.34点。其中矿业类股领涨,涨幅2%,公用事业类股逆市下跌0.4%。</p>\n<p><b>原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅</b></p>\n<p>美国监管机构表示,在热带风暴艾达来临之前,美国墨西哥湾石油产量减少59%,天然气产量减少49%。</p>\n<p>油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%,布伦特10月期货涨幅2.29%。本周,美油累计上涨10.62%,布油累计收涨11.54%。</p>\n<p><b>权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高</b></p>\n<p>投资者权衡美联储主席鲍威尔在杰克逊霍尔<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>家研讨会上的讲话,黄金期货震荡收涨1.4%,重回1800美元关键关口上方,创近四周新高。</p>\n<p>国际宏观</p>\n<p><b>鲍威尔讲话“中规中矩”:巩固Taper预期 模糊措辞令美元承压</b></p>\n<p>杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕,虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性,但措辞文本中留下的模糊地带令美元承压走弱。</p>\n<p><b>鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”</b></p>\n<p>卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时,再次重申他们的“鹰派立场”。</p>\n<p>达拉斯联储主席卡普兰称,美联储应该尽快开始资产购买调整,缩减购债规模应该在大约8个月的时间内完成。</p>\n<p><b>白宫预测:美国政府2021财年预算赤字将达到3.12万亿美元</b></p>\n<p>美国白宫发布一份报告预测称,如果本财年的预算赤字最终定格在3.12万亿美元,本财年将成为美国历史上赤字第二高的一年,仅低于去年的3.129万亿美元。</p>\n<p><b>支出放缓收入增长,美联储最爱通胀指标再创30年来新高</b></p>\n<p>根据美国商务部数据,美国7月PCE物价指数同比升4.2%,前值为4%,预期为4.1%。美国7月核心PCE物价指数同比升3.6%,前值为3.5%,预期为3.6%,再创30年来最高水平。</p>\n<p><b>Robinhood们的新麻烦:被美国SEC盯上了</b></p>\n<p>去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中,要获取高收益十分困难。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>转会费1.9亿!C罗回归曼联 曼联股价暴涨近6%</b></a></p>\n<p>阔别10余年之后,克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的<a href=\"https://laohu8.com/S/MANU\">曼联</a>,不仅让球迷欢呼雀跃,投资者也热情高涨,推动曼联股价上涨。北京时间8月28日,曼联美股收盘大涨5.79%,股价报18.28美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>汽车公司最大IPO要来了:800亿美元!特斯拉劲敌Rivian提交申请</b></a><b></b></p>\n<p>背靠<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的电动汽车初创公司Rivian宣布已经向美国证券交易委员会(SEC)秘密递交IPO申请。IPO的规模和价格范围还没有确定。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%</b></a></p>\n<p>电商巨头<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(Amazon)宣布,将与“美版花呗”Affirm合作,首次为用户提供分期付款选项。该消息传出后,Affirm的股价周五盘后一度飙升逾40%,截至发稿仅小幅回落。亚马逊的股价则未有明显变化。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>马斯克拿贝索斯开涮:退休后又有了全职工作 起诉SpaceX</b></a></p>\n<p>据报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克(Elon Musk)今日拿亚马逊创始人杰夫·贝索斯(Jeff Bezos)开涮,称贝索斯退休后,又找到了新的全职工作:起诉SpaceX。</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:鲍威尔鸽派Taper信号支持美股反弹</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; 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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:鲍威尔鸽派Taper信号支持美股反弹\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\">2021-08-28 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:年内何时Taper留悬念,标普纳指延续狂欢创新高;转会费1.9亿!C罗回归曼联,曼联股价暴涨近6%;汽车公司最大IPO要来了!特斯拉劲敌Rivian提交申请;美版花呗Affirm盘后涨逾35%。\n</blockquote>\n<p>海外市场</p>\n<p><b>美股收盘:年内何时Taper留悬念 标普纳指延续狂欢创新高</b></p>\n<p>美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称,今年内联储可能开始缩减QE购债,但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”,即使彻底结束购债也不代表马上就开始加息,警告过早加息的风险,并未给出任何缩减购债的详细时间表。</p>\n<p>虽然鲍威尔重申将于年内缩减债券购买规模,但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为,让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。</p>\n<p>道琼斯指数涨0.69%,标普500指数涨0.88%创下新高,纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%,纳指本周累涨2.82%,标普500指数本周累涨1.52%。</p>\n<p><b>热门中概股周五收盘多数走低 蘑菇街涨超11%</b></p>\n<p>热门中概股周五收盘多数走低,<a href=\"https://laohu8.com/S/BLCT\">蓝城兄弟</a>跌近12%,新氧跌近11%,<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>、$嘉银<a href=\"https://laohu8.com/S/KIM\">金科</a>(JFIN)$跌超10%,<a href=\"https://laohu8.com/S/GDS\">万国数据</a>跌近10%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超3%;<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>涨超11%,盘前一度涨近30%。</p>\n<p><b>欧洲股市全线收高 泛欧斯托克600指数收涨0.43%</b></p>\n<p>泛欧斯托克600指数收涨2.00点,涨幅0.43%,报472.34点。其中矿业类股领涨,涨幅2%,公用事业类股逆市下跌0.4%。</p>\n<p><b>原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅</b></p>\n<p>美国监管机构表示,在热带风暴艾达来临之前,美国墨西哥湾石油产量减少59%,天然气产量减少49%。</p>\n<p>油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%,布伦特10月期货涨幅2.29%。本周,美油累计上涨10.62%,布油累计收涨11.54%。</p>\n<p><b>权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高</b></p>\n<p>投资者权衡美联储主席鲍威尔在杰克逊霍尔<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>家研讨会上的讲话,黄金期货震荡收涨1.4%,重回1800美元关键关口上方,创近四周新高。</p>\n<p>国际宏观</p>\n<p><b>鲍威尔讲话“中规中矩”:巩固Taper预期 模糊措辞令美元承压</b></p>\n<p>杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕,虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性,但措辞文本中留下的模糊地带令美元承压走弱。</p>\n<p><b>鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”</b></p>\n<p>卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时,再次重申他们的“鹰派立场”。</p>\n<p>达拉斯联储主席卡普兰称,美联储应该尽快开始资产购买调整,缩减购债规模应该在大约8个月的时间内完成。</p>\n<p><b>白宫预测:美国政府2021财年预算赤字将达到3.12万亿美元</b></p>\n<p>美国白宫发布一份报告预测称,如果本财年的预算赤字最终定格在3.12万亿美元,本财年将成为美国历史上赤字第二高的一年,仅低于去年的3.129万亿美元。</p>\n<p><b>支出放缓收入增长,美联储最爱通胀指标再创30年来新高</b></p>\n<p>根据美国商务部数据,美国7月PCE物价指数同比升4.2%,前值为4%,预期为4.1%。美国7月核心PCE物价指数同比升3.6%,前值为3.5%,预期为3.6%,再创30年来最高水平。</p>\n<p><b>Robinhood们的新麻烦:被美国SEC盯上了</b></p>\n<p>去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中,要获取高收益十分困难。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>转会费1.9亿!C罗回归曼联 曼联股价暴涨近6%</b></a></p>\n<p>阔别10余年之后,克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的<a href=\"https://laohu8.com/S/MANU\">曼联</a>,不仅让球迷欢呼雀跃,投资者也热情高涨,推动曼联股价上涨。北京时间8月28日,曼联美股收盘大涨5.79%,股价报18.28美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>汽车公司最大IPO要来了:800亿美元!特斯拉劲敌Rivian提交申请</b></a><b></b></p>\n<p>背靠<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的电动汽车初创公司Rivian宣布已经向美国证券交易委员会(SEC)秘密递交IPO申请。IPO的规模和价格范围还没有确定。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%</b></a></p>\n<p>电商巨头<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(Amazon)宣布,将与“美版花呗”Affirm合作,首次为用户提供分期付款选项。该消息传出后,Affirm的股价周五盘后一度飙升逾40%,截至发稿仅小幅回落。亚马逊的股价则未有明显变化。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>马斯克拿贝索斯开涮:退休后又有了全职工作 起诉SpaceX</b></a></p>\n<p>据报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克(Elon Musk)今日拿亚马逊创始人杰夫·贝索斯(Jeff Bezos)开涮,称贝索斯退休后,又找到了新的全职工作:起诉SpaceX。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","OEX":"标普100",".SPX":"S&P 500 Index","SPY":"标普500ETF","DOG":"道指反向ETF","QNETCN":"纳斯达克中美互联网老虎指数","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","TTTN":"老虎中美互联网巨头ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187941678","content_text":"摘要:年内何时Taper留悬念,标普纳指延续狂欢创新高;转会费1.9亿!C罗回归曼联,曼联股价暴涨近6%;汽车公司最大IPO要来了!特斯拉劲敌Rivian提交申请;美版花呗Affirm盘后涨逾35%。\n\n海外市场\n美股收盘:年内何时Taper留悬念 标普纳指延续狂欢创新高\n美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称,今年内联储可能开始缩减QE购债,但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”,即使彻底结束购债也不代表马上就开始加息,警告过早加息的风险,并未给出任何缩减购债的详细时间表。\n虽然鲍威尔重申将于年内缩减债券购买规模,但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为,让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。\n道琼斯指数涨0.69%,标普500指数涨0.88%创下新高,纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%,纳指本周累涨2.82%,标普500指数本周累涨1.52%。\n热门中概股周五收盘多数走低 蘑菇街涨超11%\n热门中概股周五收盘多数走低,蓝城兄弟跌近12%,新氧跌近11%,世纪互联、$嘉银金科(JFIN)$跌超10%,万国数据跌近10%,阿里巴巴跌超3%;蘑菇街涨超11%,盘前一度涨近30%。\n欧洲股市全线收高 泛欧斯托克600指数收涨0.43%\n泛欧斯托克600指数收涨2.00点,涨幅0.43%,报472.34点。其中矿业类股领涨,涨幅2%,公用事业类股逆市下跌0.4%。\n原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅\n美国监管机构表示,在热带风暴艾达来临之前,美国墨西哥湾石油产量减少59%,天然气产量减少49%。\n油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%,布伦特10月期货涨幅2.29%。本周,美油累计上涨10.62%,布油累计收涨11.54%。\n权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高\n投资者权衡美联储主席鲍威尔在杰克逊霍尔中央银行家研讨会上的讲话,黄金期货震荡收涨1.4%,重回1800美元关键关口上方,创近四周新高。\n国际宏观\n鲍威尔讲话“中规中矩”:巩固Taper预期 模糊措辞令美元承压\n杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕,虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性,但措辞文本中留下的模糊地带令美元承压走弱。\n鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”\n卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时,再次重申他们的“鹰派立场”。\n达拉斯联储主席卡普兰称,美联储应该尽快开始资产购买调整,缩减购债规模应该在大约8个月的时间内完成。\n白宫预测:美国政府2021财年预算赤字将达到3.12万亿美元\n美国白宫发布一份报告预测称,如果本财年的预算赤字最终定格在3.12万亿美元,本财年将成为美国历史上赤字第二高的一年,仅低于去年的3.129万亿美元。\n支出放缓收入增长,美联储最爱通胀指标再创30年来新高\n根据美国商务部数据,美国7月PCE物价指数同比升4.2%,前值为4%,预期为4.1%。美国7月核心PCE物价指数同比升3.6%,前值为3.5%,预期为3.6%,再创30年来最高水平。\nRobinhood们的新麻烦:被美国SEC盯上了\n去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中,要获取高收益十分困难。\n公司新闻\n1、转会费1.9亿!C罗回归曼联 曼联股价暴涨近6%\n阔别10余年之后,克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的曼联,不仅让球迷欢呼雀跃,投资者也热情高涨,推动曼联股价上涨。北京时间8月28日,曼联美股收盘大涨5.79%,股价报18.28美元。\n2、汽车公司最大IPO要来了:800亿美元!特斯拉劲敌Rivian提交申请\n背靠亚马逊的电动汽车初创公司Rivian宣布已经向美国证券交易委员会(SEC)秘密递交IPO申请。IPO的规模和价格范围还没有确定。\n3、与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%\n电商巨头亚马逊(Amazon)宣布,将与“美版花呗”Affirm合作,首次为用户提供分期付款选项。该消息传出后,Affirm的股价周五盘后一度飙升逾40%,截至发稿仅小幅回落。亚马逊的股价则未有明显变化。\n4、马斯克拿贝索斯开涮:退休后又有了全职工作 起诉SpaceX\n据报道,特斯拉CEO埃隆·马斯克(Elon Musk)今日拿亚马逊创始人杰夫·贝索斯(Jeff Bezos)开涮,称贝索斯退休后,又找到了新的全职工作:起诉SpaceX。","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835130955,"gmtCreate":1629691770877,"gmtModify":1676530101543,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835130955","repostId":"1120211190","repostType":2,"repost":{"id":"1120211190","pubTimestamp":1629685790,"share":"https://ttm.financial/m/news/1120211190?lang=&edition=fundamental","pubTime":"2021-08-23 10:29","market":"us","language":"en","title":"NIO: Buy The Dip Before It's Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1120211190","media":"seekingalpha","summary":"Summary\n\nNIO continues to outperform expectations and improve its performance quarter after quarter.","content":"<p>Summary</p>\n<ul>\n <li>NIO continues to outperform expectations and improve its performance quarter after quarter.</li>\n <li>The company has more than enough catalysts, which will help it to create additional shareholder value in the foreseeable future.</li>\n <li>We continue to own NIO’s shares and have no plans to unwind our position anytime soon.</li>\n <li>Looking for a helping hand in the market? Members of Best Short Ideas get exclusive ideas and guidance to navigate any climate.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dc051d6e6a66632b006c0bd5440ac6a\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p>\n<p>The recent depreciation of NIO’s(NYSE:NIO)stock presents a great buying opportunity for new investors, who are interested in exposing their portfolios to growing EV stocks. Not only NIO continues to improve its top and bottom-line performances quarter after quarter, but it’s also able to increase its Y/Y deliveries at a double-digit rate and is on track to deliver a record number of electric vehicles this year. On top of that, the launch of new models in the following years should also help the company to establish a greater presence in the ever-growing Chinese EV market. For that reason, we continue to own NIO’s shares and have no plans to unwind our position anytime soon.</p>\n<p><b>More Upside Ahead</b></p>\n<p>Founded in 2014, NIO develops three different premium electric SUVs under the names ES6, ES8, and EC6, but next year the company also plans to release an electric sedan called ET7, which will come with a solid-state battery. Thanks to the successful performance since the beginning of the pandemic, NIO became one of the dominant Chinese electric vehicle manufacturers, which helped its shares to significantly outperform the rest of the market in the last 12 months. As of today, we continue to believe that NIO’s stock is one of the most attractive Chinese-based EV plays on the market right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d218d050d6d6c3aff73b3015e2dd027\" tg-width=\"1280\" tg-height=\"443\" width=\"100%\" height=\"auto\"><span>Chart: Seeking Alpha</span></p>\n<p>Just last week NIO reported successful earnings results forQ2. Its revenues for the period were $1.31 billion, up 127% Y/Y, while its gross profit of $243.8 million was up 402.7% Y/Y. In addition, its vehicle margin increased to 20.3% at the end of the period, up from 9.7% a year ago. At the same time, the company’s non-GAAP EPS of -$0.07 was above the estimates by $0.04, as its net loss narrowed to $90.9 million. On top of all of this, NIO has also reached its goal of delivering nearly 22,000 vehicles during the quarter, despite the ongoing chip shortage crisis, which affected and continues to affect every automaker in the world from the beginning of this year.</p>\n<p>The positive thing about NIO is that just like Tesla(NASDAQ:TSLA), the company started selling luxury electric vehicles first, but now it’s on its way to enter the mass market and create more affordable vehicles, which will lead to an even greater growth of the business. The company expects to launch three additional models in the next couple of years, one of which will be a new sedan ET7. On top of that, the company is also expected to continue to increase the number of cars sold in the following quarters and in Q3, it expects to deliver 23,000 to 25,000 vehicles, above the previous guidance of 21,000 to 22,000 vehicles. If that goal is reached, then NIO will be able to generate $1.38 billion to $1.49 billion in revenues during the quarter, which represents a growth of 97% Y/Y to 113% Y/Y. The completion of the quarterly goal will also help NIO to reach another goal of delivering 90,000 to 100,000 vehicles this fiscal year. As for the next year, it’s also likely that NIO will deliver even more vehicles since recently it reached a deal with its manufacturer Jianghuai Automobile Group to extend the manufacturing agreement up to 2024 and increase the annual capacity to up to 240,000 vehicles. As a result, investors should expect the growth of deliveries to continue in the following years.</p>\n<p>Another advantage of NIO is that all of its business is concentrated in China, which is the largest electric vehicle market in the world. Currently, China expects that 20% of all cars sold in the country will be EVs by 2025, while there are also predictions that by 2030 70% of new cars sold in the region will be electric. As a result, it’s safe to assume that the Chinese EV market will continue to grow at a double-digit rate at least until the end of the current decade. Therefore, as the penetration rate of electric vehicles on Chinese roads increases every year, NIO, as one of the most popular EV manufacturers in the country, has all the chances to continue to establish a stronger presence and increasing its foothold in the domestic market. This will inevitably lead to the creation of additional shareholder value in the long term, especially since thanks to the help of Chinese subsidies, its cars are becoming more affordable for consumers in comparison to Tesla, which is slowly losing ground in the region and is no longer the best-selling EV manufacturer in the region.</p>\n<p>On top of all of this, the potential trade war between China and the United States is also a positive thing for NIO, since it’s very likely that Beijing will put more regulatory pressure on American businesses such as Tesla, which sees China as the second-biggest market after the US. Tesla is already under a lot of scrutiny in the region and additional pressure from the authorities could pave the way for NIO and others to take an additional market share from the foreign competitor. In addition, since NIO doesn’t have a presence in the United States, the increased hostilities between China and the US are unlikely to hurt the company.</p>\n<p>Considering all of this, NIO has everything going for it to continue to dominate the Chinese EV market and expand its foothold there. The company’s solid Q2 results and positive Q3 guidance shows that the demand for its vehicles is out there so the momentum is unlikely to fade anytime soon. For that reason, we stick to our belief that as long as deliveries continue to increase at an aggressive rate, NIO’s stock will likely be appreciating and creating additional shareholder value in the long term.</p>\n<p>While recently its shares slightly declined due to the negative market sentiment regarding Chinese stocks, we believe that the decline was a market overreaction. It’s very unlikely that NIO will be strictly regulated by the Chinese government anytime soon, as it’s in the interest of Beijing to help NIO and others become more successful in order to reach its climate goals on time and become a carbon-neutral nation by 2060. Therefore, the recent depreciation of NIO shares created a good buying opportunity for new investors.</p>\n<p>One of the biggest upsides of NIO is that its gross profit continues to increase, while losses continue to narrow with every quarter. Thanks to this, the company has all the chances to break even and become profitable in 2023. On top of that, NIO has a solid balance sheet, as it had $7.26 billion in liquidity and only $1.52 billion in long-term debt at the end of Q2, which will help it to continue to fund its growth. In addition, the company is forecasted to generate $5.62 billion in revenues in FY21, and $9.39 billion in revenues in FY22, which represents a growth of nearly 70% Y/Y. Thanks to such an expected double-digit growth of its revenues, it’s safe to say that NIO is a good growth stock to own, especially since it has an upside of ~60% from the consensus street price of $61.83 per share. Considering this, we continue to hold NIO shares in our portfolio and have no plans to sell them anytime soon.</p>","source":"seekingalpha","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>NIO: Buy The Dip Before It's Too Late</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\">\nNIO: Buy The Dip Before It's Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 10:29 GMT+8 <a href=https://seekingalpha.com/article/4451138-nio-stock-buy-dip-before-too-late><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO continues to outperform expectations and improve its performance quarter after quarter.\nThe company has more than enough catalysts, which will help it to create additional shareholder ...</p>\n\n<a href=\"https://seekingalpha.com/article/4451138-nio-stock-buy-dip-before-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4451138-nio-stock-buy-dip-before-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120211190","content_text":"Summary\n\nNIO continues to outperform expectations and improve its performance quarter after quarter.\nThe company has more than enough catalysts, which will help it to create additional shareholder value in the foreseeable future.\nWe continue to own NIO’s shares and have no plans to unwind our position anytime soon.\nLooking for a helping hand in the market? Members of Best Short Ideas get exclusive ideas and guidance to navigate any climate.\n\nMichael Vi/iStock Editorial via Getty Images\nThe recent depreciation of NIO’s(NYSE:NIO)stock presents a great buying opportunity for new investors, who are interested in exposing their portfolios to growing EV stocks. Not only NIO continues to improve its top and bottom-line performances quarter after quarter, but it’s also able to increase its Y/Y deliveries at a double-digit rate and is on track to deliver a record number of electric vehicles this year. On top of that, the launch of new models in the following years should also help the company to establish a greater presence in the ever-growing Chinese EV market. For that reason, we continue to own NIO’s shares and have no plans to unwind our position anytime soon.\nMore Upside Ahead\nFounded in 2014, NIO develops three different premium electric SUVs under the names ES6, ES8, and EC6, but next year the company also plans to release an electric sedan called ET7, which will come with a solid-state battery. Thanks to the successful performance since the beginning of the pandemic, NIO became one of the dominant Chinese electric vehicle manufacturers, which helped its shares to significantly outperform the rest of the market in the last 12 months. As of today, we continue to believe that NIO’s stock is one of the most attractive Chinese-based EV plays on the market right now.\nChart: Seeking Alpha\nJust last week NIO reported successful earnings results forQ2. Its revenues for the period were $1.31 billion, up 127% Y/Y, while its gross profit of $243.8 million was up 402.7% Y/Y. In addition, its vehicle margin increased to 20.3% at the end of the period, up from 9.7% a year ago. At the same time, the company’s non-GAAP EPS of -$0.07 was above the estimates by $0.04, as its net loss narrowed to $90.9 million. On top of all of this, NIO has also reached its goal of delivering nearly 22,000 vehicles during the quarter, despite the ongoing chip shortage crisis, which affected and continues to affect every automaker in the world from the beginning of this year.\nThe positive thing about NIO is that just like Tesla(NASDAQ:TSLA), the company started selling luxury electric vehicles first, but now it’s on its way to enter the mass market and create more affordable vehicles, which will lead to an even greater growth of the business. The company expects to launch three additional models in the next couple of years, one of which will be a new sedan ET7. On top of that, the company is also expected to continue to increase the number of cars sold in the following quarters and in Q3, it expects to deliver 23,000 to 25,000 vehicles, above the previous guidance of 21,000 to 22,000 vehicles. If that goal is reached, then NIO will be able to generate $1.38 billion to $1.49 billion in revenues during the quarter, which represents a growth of 97% Y/Y to 113% Y/Y. The completion of the quarterly goal will also help NIO to reach another goal of delivering 90,000 to 100,000 vehicles this fiscal year. As for the next year, it’s also likely that NIO will deliver even more vehicles since recently it reached a deal with its manufacturer Jianghuai Automobile Group to extend the manufacturing agreement up to 2024 and increase the annual capacity to up to 240,000 vehicles. As a result, investors should expect the growth of deliveries to continue in the following years.\nAnother advantage of NIO is that all of its business is concentrated in China, which is the largest electric vehicle market in the world. Currently, China expects that 20% of all cars sold in the country will be EVs by 2025, while there are also predictions that by 2030 70% of new cars sold in the region will be electric. As a result, it’s safe to assume that the Chinese EV market will continue to grow at a double-digit rate at least until the end of the current decade. Therefore, as the penetration rate of electric vehicles on Chinese roads increases every year, NIO, as one of the most popular EV manufacturers in the country, has all the chances to continue to establish a stronger presence and increasing its foothold in the domestic market. This will inevitably lead to the creation of additional shareholder value in the long term, especially since thanks to the help of Chinese subsidies, its cars are becoming more affordable for consumers in comparison to Tesla, which is slowly losing ground in the region and is no longer the best-selling EV manufacturer in the region.\nOn top of all of this, the potential trade war between China and the United States is also a positive thing for NIO, since it’s very likely that Beijing will put more regulatory pressure on American businesses such as Tesla, which sees China as the second-biggest market after the US. Tesla is already under a lot of scrutiny in the region and additional pressure from the authorities could pave the way for NIO and others to take an additional market share from the foreign competitor. In addition, since NIO doesn’t have a presence in the United States, the increased hostilities between China and the US are unlikely to hurt the company.\nConsidering all of this, NIO has everything going for it to continue to dominate the Chinese EV market and expand its foothold there. The company’s solid Q2 results and positive Q3 guidance shows that the demand for its vehicles is out there so the momentum is unlikely to fade anytime soon. For that reason, we stick to our belief that as long as deliveries continue to increase at an aggressive rate, NIO’s stock will likely be appreciating and creating additional shareholder value in the long term.\nWhile recently its shares slightly declined due to the negative market sentiment regarding Chinese stocks, we believe that the decline was a market overreaction. It’s very unlikely that NIO will be strictly regulated by the Chinese government anytime soon, as it’s in the interest of Beijing to help NIO and others become more successful in order to reach its climate goals on time and become a carbon-neutral nation by 2060. Therefore, the recent depreciation of NIO shares created a good buying opportunity for new investors.\nOne of the biggest upsides of NIO is that its gross profit continues to increase, while losses continue to narrow with every quarter. Thanks to this, the company has all the chances to break even and become profitable in 2023. On top of that, NIO has a solid balance sheet, as it had $7.26 billion in liquidity and only $1.52 billion in long-term debt at the end of Q2, which will help it to continue to fund its growth. In addition, the company is forecasted to generate $5.62 billion in revenues in FY21, and $9.39 billion in revenues in FY22, which represents a growth of nearly 70% Y/Y. Thanks to such an expected double-digit growth of its revenues, it’s safe to say that NIO is a good growth stock to own, especially since it has an upside of ~60% from the consensus street price of $61.83 per share. Considering this, we continue to hold NIO shares in our portfolio and have no plans to sell them anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835361155,"gmtCreate":1629687939377,"gmtModify":1676530099984,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835361155","repostId":"2161289987","repostType":2,"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835361056,"gmtCreate":1629687921175,"gmtModify":1676530099976,"author":{"id":"3494543829150819","authorId":"3494543829150819","name":"村东头铁蛋","avatar":"https://static.tigerbbs.com/b1889c307c654470b215066d1dcef9d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494543829150819","authorIdStr":"3494543829150819"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835361056","repostId":"2161289987","repostType":2,"repost":{"id":"2161289987","pubTimestamp":1629686690,"share":"https://ttm.financial/m/news/2161289987?lang=&edition=fundamental","pubTime":"2021-08-23 10:44","market":"us","language":"zh","title":"获财长耶伦支持,鲍威尔连任之路已十拿九稳?","url":"https://stock-news.laohu8.com/highlight/detail?id=2161289987","media":"智通财经","summary":"由于美国财政部长耶伦的支持,鲍威尔连任美联储主席的可能性正在增加。在通胀和Delta变种病毒风险增加的背景下,此举将减少货币政策路径的不确定性。\n耶伦力挺鲍威尔\n知情人士透露,耶伦告诉白宫高级顾问,她","content":"<p>由于美国财政部长耶伦的支持,鲍威尔连任美联储主席的可能性正在增加。在通胀和Delta变种病毒风险增加的背景下,此举将减少货币政策路径的不确定性。</p>\n<p>耶伦力挺鲍威尔</p>\n<p>知情人士透露,耶伦告诉白宫高级顾问,她倾向于提名鲍威尔。鲍威尔的任期将于明年2月结束,美国总统拜登目前尚未做出决定,他可能会在今年9月6日劳工节(Labor Day)前后做出选择。</p>\n<p>考虑到耶伦作为现任财长的地位,以及她曾担任上一届美联储主席的经历,总计二十年的美联储职业生涯,媒体指出,耶伦的支持对鲍威尔连任的助力堪称强大。</p>\n<p>不过,据一位知情人士透露,拜登政府内部还有部分官员支持美联储理事莱尔•布雷纳德(Lael </p>\n<p>Brainard)出任该职位。这位奥巴马时代的前官员得到了一些进步民主党人的支持,并且拜登去年曾考虑让他担任财政部长。</p>\n<p>货币政策分析公司经济学家Derek </p>\n<p>Tang表示:“让鲍威尔留任主席的一大好处是持续性。”“在这样一个不确定的时期,这非常令人放心。他是个稳重的人。市场就是这么看他的,这就是为什么它有帮助。”</p>\n<p>鲍威尔的新任期的提名需要在参议院得到确认,参议院有50%的党派分歧。最近几周,共和党参议员支持现任主席耶伦。耶伦从2012年开始担任美联储理事,直到2018年被当时的美国总统唐纳德·特朗普在耶伦的第二个任期中否决。</p>\n<p>耶伦的支持正值一个重要时刻。鲍威尔将于周五在杰克逊霍尔(Jackson </p>\n<p>Hole)年度研讨会上发表备市场受期待的演讲,鲍威尔将在演讲中可能暗示美联储可能在何时以及以何种方式开始撤出对经济的部分非常规支持措施。</p>\n<p>Tang说,“这对他来说是一个很好的机会来展示他建立共识的能力,”鲍威尔将有机会向白宫和其他人展示,他如何让委员会达成共识的,因为其他官员对在何时开始撤回对经济的支持上有不同的看法。</p>\n<p>鲍威尔及其他美联储官员一直在应用去年在杰克逊霍尔会议上宣布的一项新政策框架,该框架改变了以往基于就业和经济增长预期(而非结果)而加息以遏制通胀的做法。在疫情引发供应链和就业市场中断之际,投资者一直在讨论这一战略的适当性。如果明年2月份美联储更换了新主席,这一结果可能会加剧市场的不确定性。</p>\n<p>包括共和党人甚至一些民主党人在内的批评人士表示,美联储面临着30多年来首次让通胀失控的风险。他们敦促鲍威尔开始缩减美联储的大规模债券购买计划,该计划通过抑制长期借贷成本帮助刺激经济。</p>\n<p>曾在美联储工作的<a href=\"https://laohu8.com/S/DB\">德意志银行</a>经济学家Peter Hooper在本月的报告中写道。“货币政策正处于关键时刻,”用更鸽派的人取代鲍威尔“可能会适得其反,因为这可能导致可感知的通胀风险增加,债券收益率上升,风险情绪减弱——所有这些都会推迟经济恢复到疫情前的状态。”</p>\n<p>其他候选人</p>\n<p>拜登政府的官员们一直在研究布雷纳德的演讲和评论,布雷纳德被视为更倾向于自由主义的候选人,他更接近拜登的经济政策,在银行监管方面也更强硬。提名布雷纳德将赢得进步民主党参议员的称赞,但它将引发一场艰难的提名确认战——甚至可能在参议院出现50%对50%的票数,而副总统哈里斯将是决定性的赢家。</p>\n<p>虽然许多资深民主党人称赞鲍威尔,但民主党的统一支持并非必然。参议员Sherrod Brown和Elizabeth </p>\n<p>Warren拒绝透露他们是否会支持鲍威尔连任,两人都批评鲍威尔在银行股票回购等问题上处理金融监管的方式。</p>\n<p>管理委员会中还有其他几个职位正在等待任命,这给了拜登一个在美联储打上自己印记的机会,并在特朗普连续任命的五个人选之后重新打造美联储。</p>\n<p>除了鲍威尔,美联储此次需要换届的除主席之外还有两位副主席,其中包括负责监管业务的副主席。该职位现在由Randal Quarles担任。另外,美联储董事会还有一个空缺的席位。</p>\n<p>通胀不容乐观</p>\n<p>与此同时,40年来在美国政治中几乎没有出现过的一种经济现象——通货膨胀将成为美联储2022年中期选举中的一个转折点。</p>\n<p>最近的数据仍处于高位:美国消费者价格指数在截至7月份的12个月里上涨了5.4%,不过自去年11月以来首次较上月有所下降。</p>\n<p>本月公布的数据显示,8月初消费者信心跌至近10年来最低,美国7月零售销售下滑幅度超过预期。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>宏观策略主管Mike </p>\n<p>Schumacher等分析师认为,如果布雷纳德被提名为美联储主席,“通胀相关资产将大幅受益”。他们预计,假设布雷纳德被提名为美联储主席后,通胀挂钩国债和普通国债的收益率差距将扩大。</p>","source":"stock_zhitongcaijing","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\" 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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获财长耶伦支持,鲍威尔连任之路已十拿九稳?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 10:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/541011.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于美国财政部长耶伦的支持,鲍威尔连任美联储主席的可能性正在增加。在通胀和Delta变种病毒风险增加的背景下,此举将减少货币政策路径的不确定性。\n耶伦力挺鲍威尔\n知情人士透露,耶伦告诉白宫高级顾问,她倾向于提名鲍威尔。鲍威尔的任期将于明年2月结束,美国总统拜登目前尚未做出决定,他可能会在今年9月6日劳工节(Labor Day)前后做出选择。\n考虑到耶伦作为现任财长的地位,以及她曾担任上一届美联储...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/541011.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/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF","DOG":"道指反向ETF","SPY":"标普500ETF",".DJI":"道琼斯","QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/541011.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161289987","content_text":"由于美国财政部长耶伦的支持,鲍威尔连任美联储主席的可能性正在增加。在通胀和Delta变种病毒风险增加的背景下,此举将减少货币政策路径的不确定性。\n耶伦力挺鲍威尔\n知情人士透露,耶伦告诉白宫高级顾问,她倾向于提名鲍威尔。鲍威尔的任期将于明年2月结束,美国总统拜登目前尚未做出决定,他可能会在今年9月6日劳工节(Labor Day)前后做出选择。\n考虑到耶伦作为现任财长的地位,以及她曾担任上一届美联储主席的经历,总计二十年的美联储职业生涯,媒体指出,耶伦的支持对鲍威尔连任的助力堪称强大。\n不过,据一位知情人士透露,拜登政府内部还有部分官员支持美联储理事莱尔•布雷纳德(Lael \nBrainard)出任该职位。这位奥巴马时代的前官员得到了一些进步民主党人的支持,并且拜登去年曾考虑让他担任财政部长。\n货币政策分析公司经济学家Derek \nTang表示:“让鲍威尔留任主席的一大好处是持续性。”“在这样一个不确定的时期,这非常令人放心。他是个稳重的人。市场就是这么看他的,这就是为什么它有帮助。”\n鲍威尔的新任期的提名需要在参议院得到确认,参议院有50%的党派分歧。最近几周,共和党参议员支持现任主席耶伦。耶伦从2012年开始担任美联储理事,直到2018年被当时的美国总统唐纳德·特朗普在耶伦的第二个任期中否决。\n耶伦的支持正值一个重要时刻。鲍威尔将于周五在杰克逊霍尔(Jackson \nHole)年度研讨会上发表备市场受期待的演讲,鲍威尔将在演讲中可能暗示美联储可能在何时以及以何种方式开始撤出对经济的部分非常规支持措施。\nTang说,“这对他来说是一个很好的机会来展示他建立共识的能力,”鲍威尔将有机会向白宫和其他人展示,他如何让委员会达成共识的,因为其他官员对在何时开始撤回对经济的支持上有不同的看法。\n鲍威尔及其他美联储官员一直在应用去年在杰克逊霍尔会议上宣布的一项新政策框架,该框架改变了以往基于就业和经济增长预期(而非结果)而加息以遏制通胀的做法。在疫情引发供应链和就业市场中断之际,投资者一直在讨论这一战略的适当性。如果明年2月份美联储更换了新主席,这一结果可能会加剧市场的不确定性。\n包括共和党人甚至一些民主党人在内的批评人士表示,美联储面临着30多年来首次让通胀失控的风险。他们敦促鲍威尔开始缩减美联储的大规模债券购买计划,该计划通过抑制长期借贷成本帮助刺激经济。\n曾在美联储工作的德意志银行经济学家Peter Hooper在本月的报告中写道。“货币政策正处于关键时刻,”用更鸽派的人取代鲍威尔“可能会适得其反,因为这可能导致可感知的通胀风险增加,债券收益率上升,风险情绪减弱——所有这些都会推迟经济恢复到疫情前的状态。”\n其他候选人\n拜登政府的官员们一直在研究布雷纳德的演讲和评论,布雷纳德被视为更倾向于自由主义的候选人,他更接近拜登的经济政策,在银行监管方面也更强硬。提名布雷纳德将赢得进步民主党参议员的称赞,但它将引发一场艰难的提名确认战——甚至可能在参议院出现50%对50%的票数,而副总统哈里斯将是决定性的赢家。\n虽然许多资深民主党人称赞鲍威尔,但民主党的统一支持并非必然。参议员Sherrod Brown和Elizabeth \nWarren拒绝透露他们是否会支持鲍威尔连任,两人都批评鲍威尔在银行股票回购等问题上处理金融监管的方式。\n管理委员会中还有其他几个职位正在等待任命,这给了拜登一个在美联储打上自己印记的机会,并在特朗普连续任命的五个人选之后重新打造美联储。\n除了鲍威尔,美联储此次需要换届的除主席之外还有两位副主席,其中包括负责监管业务的副主席。该职位现在由Randal Quarles担任。另外,美联储董事会还有一个空缺的席位。\n通胀不容乐观\n与此同时,40年来在美国政治中几乎没有出现过的一种经济现象——通货膨胀将成为美联储2022年中期选举中的一个转折点。\n最近的数据仍处于高位:美国消费者价格指数在截至7月份的12个月里上涨了5.4%,不过自去年11月以来首次较上月有所下降。\n本月公布的数据显示,8月初消费者信心跌至近10年来最低,美国7月零售销售下滑幅度超过预期。\n富国银行宏观策略主管Mike 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