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Edwinchua75
长期价值投资者
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Edwinchua75
2023-10-27
$威瑞森(VZ)$
Edwinchua75
02-29
$荷美尔(HRL)$
Edwinchua75
2021-04-09
$Fintech Acquisition Corp V(FTCV)$
?
Edwinchua75
2022-02-09
😱😱😱
美银“惊人”预计:美联储今年加息七次
Edwinchua75
2022-01-31
😊
港股牛年收官:恒指全年跌21%,中国石油涨79%为表现最佳蓝筹
Edwinchua75
2021-04-08
$Fintech Acquisition Corp V(FTCV)$
?
Edwinchua75
2022-09-30
$美国运通(AXP)$
[冷漠]
Edwinchua75
2022-02-12
🤥
解读 | 美联储3月加息50基点的可能性有多大?
Edwinchua75
2022-02-07
👏
本周前瞻 | 推特、迪士尼等公布财报!美国1月CPI重磅来袭
Edwinchua75
2022-02-03
🥰
提醒:春节假期主要市场休市安排一览
Edwinchua75
2022-02-10
👏👏👏
美联储终将妥协?富人们正在囤积现金弹药准备抄底
Edwinchua75
05-10
$Ryde Group(RYDE)$
Edwinchua75
2023-01-05
$百思买(BBY)$
Edwinchua75
2023-01-04
$富兰克林资源(BEN)$
Edwinchua75
2022-11-11
$富兰克林资源(BEN)$
😋
Edwinchua75
2022-11-04
$美国电话电报(T)$
[财迷]
Edwinchua75
2022-10-31
$联邦快递(FDX)$
[白眼]
Edwinchua75
2022-02-08
🥶🥶🥶
Sorry, the original content has been removed
Edwinchua75
2022-02-04
😙
暴跌11000亿!全球十大富豪身家大缩水,啥情况?
Edwinchua75
2022-02-03
🥶
盘前异动:纳指期货跌近2%,Meta拖累科技股普跌
Go to Tiger App to see more news
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Group(RYDE)$ </a> ","listText":"<a href=\"https://ttm.financial/S/RYDE\">$Ryde Group(RYDE)$ </a> ","text":"$Ryde Group(RYDE)$","images":[{"img":"https://community-static.tradeup.com/news/27e3b66c03deb2c426149efae8ec8ada","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296266616119504","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":289186326704360,"gmtCreate":1711636740312,"gmtModify":1711636745602,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KVUE\">$Kenvue Inc(KVUE)$ </a> ","listText":"<a href=\"https://ttm.financial/S/KVUE\">$Kenvue Inc(KVUE)$ </a> ","text":"$Kenvue Inc(KVUE)$","images":[{"img":"https://community-static.tradeup.com/news/274eb4fad3d6136f169e4ef8ad934f73","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289186326704360","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":288639824089424,"gmtCreate":1711501455807,"gmtModify":1711503696385,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"Tiger BOSS Debit Card - BIG BOSS BASH!","htmlText":"Find out more here:<a href=\"https://tigr.link/74DGdj?utm_campaign=AC1707206667589EduMbB&utm_medium=tiger_community&shareID=5ea81d1b84defa3b3f4f65087b8f529b&invite=CWBZNJ&lang=en_NZ&platform=android&utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","listText":"Find out more here:<a href=\"https://tigr.link/74DGdj?utm_campaign=AC1707206667589EduMbB&utm_medium=tiger_community&shareID=5ea81d1b84defa3b3f4f65087b8f529b&invite=CWBZNJ&lang=en_NZ&platform=android&utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","text":"Find out more here:Tiger BOSS Debit Card - BIG BOSS BASH! Grab your friends, win SGD 888*!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288639824089424","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279342370590968,"gmtCreate":1709220283696,"gmtModify":1709220286662,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HRL\">$荷美尔(HRL)$ </a> ","listText":"<a href=\"https://ttm.financial/S/HRL\">$荷美尔(HRL)$ </a> ","text":"$荷美尔(HRL)$","images":[{"img":"https://community-static.tradeup.com/news/31acb95d2ef76532c7543f54728eca59","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279342370590968","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":278620663066784,"gmtCreate":1709050394338,"gmtModify":1709050398537,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a> ","listText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a> ","text":"$美国电话电报(T)$","images":[{"img":"https://community-static.tradeup.com/news/7572c18d88dd40e0ff2b179b1eba0ade","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278620663066784","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254455131635768,"gmtCreate":1703159598329,"gmtModify":1703159601754,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CMA\">$联信银行(CMA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/CMA\">$联信银行(CMA)$ </a> ","text":"$联信银行(CMA)$","images":[{"img":"https://community-static.tradeup.com/news/2ff9815cccec3c7af71e8d2a9d59679c","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254455131635768","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254455144288496,"gmtCreate":1703159573594,"gmtModify":1703165412564,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BBY\">$百思买(BBY)$ </a> ","listText":"<a href=\"https://ttm.financial/S/BBY\">$百思买(BBY)$ </a> 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","text":"$富兰克林资源(BEN)$","images":[{"img":"https://community-static.tradeup.com/news/067a56122097e6dbcb4c906c9b1dc00f","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251408417718488","isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251408234827912,"gmtCreate":1702416191233,"gmtModify":1702416194204,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a> ","listText":"<a href=\"https://ttm.financial/S/T\">$美国电话电报(T)$ </a> 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17:19","market":"us","language":"zh","title":"美银“惊人”预计:美联储今年加息七次","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7","content":"<html><head></head><body><p>薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。</p><p>上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,<b>过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次</b>(疫情初期的两个月除外)。</p><p>人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。</p><p>周一,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示:</p><blockquote>如果我是美联储主席,我会更加担心推动工资上涨的因素不仅仅是例外情况,并在秋天早些时候提高利率。</blockquote><blockquote><b>当存在广泛的物价上涨,并开始影响到工资,通胀螺旋风险加大,政策措施就落后于通胀曲线,美联储需要开始行动。</b></blockquote><p>Harris对美联储发出了今年以来最激进的呼吁,美银最新报告指出,<b>2022年将有七次加息,每次加息25个基点,明年还会有四次加息。</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>对此,Harris指出,尽管目前市场观点认为这种情况的可能性只有18%,但他依然支持这个观点,<b>主要原因在于:</b>美国经济复苏不仅达到了美联储的目标,甚至还超过了停止线(the stop signs)。</p><p>几乎所有收入阶层的工资都在飙升</p><p>Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示,在灵活的平均通胀目标下,为了实现充分就业,允许通胀率高于2%的目标。</p><p>但随着通胀率增长到7%左右,劳动力市场越来越紧张,美联储现在加速“追赶”,改变货币政策进而应对严峻的通胀形势。</p><p><b>Harris指出,几乎所有收入阶层的工资都在飙升。</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>受疫情影响最严重的休闲和酒店行业工资增幅最大,</b>在过去一年的上涨了13%。金融行业的工资上涨了4.8%,而零售行业的工资更是上涨了7.1%。</p><p>此前见闻文章提及,加薪“全面开花”,除了中低阶层工人提高了工资,华尔街金融机构也“你追我赶”地增加员工薪资,拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。</p><p>工资飙升是“大辞职潮”的一部分</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>将工资飙升这一趋势视为“大辞职潮”的一部分,“大辞职潮”是指2021年以来,美国离职人数陡增,离职率处于近20年来最高水平。根据美国劳工部数据,2021年全年美国劳动力更换或离职次数为4740万人次。</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>高盛经济学家Joseph Briggs和David Mericle在一份报告中指出,“大辞职潮”包括两个截然不同但相互关联的趋势:<b>数百万工人离开了劳动力大军,还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平,即工资通胀螺旋上升。</b></p><p>高盛数据显示,今年美国工资增长将会放缓,但只是小幅放缓,到今年预计会达到5%左右。<b>值得一提的是,高盛预计,2022年将有四次加息。</b></p><p>高盛经济学家指出,劳动力成本的增长速度快于2%的通胀目标,这可能会使通胀继续走高,美联储将采取更激进的应对措施。</p><p>加息50个基点“合理”,但与鲍威尔“谦逊”态度不一致</p><p>市场一直在缓慢地加码美联储加息,预计今年将有五次加息,但仍有可能加息更多次,而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点,但也不排除美联储3月选择一次性大幅加息50个基点<b>,目前加息50个基点的可能性已升至近30%。</b></p><p><b>Harris表示:</b></p><blockquote>加息50个基点将是"一件合理的事情",但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的"谦逊"(humble)态度不一致。</blockquote><p>安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示,美联储政策已经落后,希望他们能重拾通胀论调,控制工资增长。此前,El-Erian在专栏文章中发出警告,越拖延,政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆,反而可能被迫采取过度的“追赶性”紧缩政策。</p><p>此外,Harris指出,<b>实际上,他不认为加息会破坏经济,只要美联储传达出准确的信息,即加息旨在控制通胀,而不是遏制经济增长。</b></p><p>Harris补充称,本轮加息周期可能类似于美联储在2005年中期的举措,当时美联储连续17次加息,目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时,Harris表示:</p><blockquote>这并不是一个激进的预测,对于一个从零开始的央行来说,这只是一条阻力较小的道路。</blockquote></body></html>","source":"wallstreetcn_api","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>美银“惊人”预计:美联储今年加息七次</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美银“惊人”预计:美联储今年加息七次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 17:19 北京时间 <a href=https://wallstreetcn.com/articles/3651382><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次(疫情初期的两个月除外)。人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。周一,美国银行全球经济研究部主管...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651382\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4504":"桥水持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次(疫情初期的两个月除外)。人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。周一,美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示:如果我是美联储主席,我会更加担心推动工资上涨的因素不仅仅是例外情况,并在秋天早些时候提高利率。当存在广泛的物价上涨,并开始影响到工资,通胀螺旋风险加大,政策措施就落后于通胀曲线,美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁,美银最新报告指出,2022年将有七次加息,每次加息25个基点,明年还会有四次加息。对此,Harris指出,尽管目前市场观点认为这种情况的可能性只有18%,但他依然支持这个观点,主要原因在于:美国经济复苏不仅达到了美联储的目标,甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示,在灵活的平均通胀目标下,为了实现充分就业,允许通胀率高于2%的目标。但随着通胀率增长到7%左右,劳动力市场越来越紧张,美联储现在加速“追赶”,改变货币政策进而应对严峻的通胀形势。Harris指出,几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大,在过去一年的上涨了13%。金融行业的工资上涨了4.8%,而零售行业的工资更是上涨了7.1%。此前见闻文章提及,加薪“全面开花”,除了中低阶层工人提高了工资,华尔街金融机构也“你追我赶”地增加员工薪资,拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分,“大辞职潮”是指2021年以来,美国离职人数陡增,离职率处于近20年来最高水平。根据美国劳工部数据,2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出,“大辞职潮”包括两个截然不同但相互关联的趋势:数百万工人离开了劳动力大军,还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平,即工资通胀螺旋上升。高盛数据显示,今年美国工资增长将会放缓,但只是小幅放缓,到今年预计会达到5%左右。值得一提的是,高盛预计,2022年将有四次加息。高盛经济学家指出,劳动力成本的增长速度快于2%的通胀目标,这可能会使通胀继续走高,美联储将采取更激进的应对措施。加息50个基点“合理”,但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息,预计今年将有五次加息,但仍有可能加息更多次,而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点,但也不排除美联储3月选择一次性大幅加息50个基点,目前加息50个基点的可能性已升至近30%。Harris表示:加息50个基点将是\"一件合理的事情\",但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"(humble)态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示,美联储政策已经落后,希望他们能重拾通胀论调,控制工资增长。此前,El-Erian在专栏文章中发出警告,越拖延,政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆,反而可能被迫采取过度的“追赶性”紧缩政策。此外,Harris指出,实际上,他不认为加息会破坏经济,只要美联储传达出准确的信息,即加息旨在控制通胀,而不是遏制经济增长。Harris补充称,本轮加息周期可能类似于美联储在2005年中期的举措,当时美联储连续17次加息,目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时,Harris表示:这并不是一个激进的预测,对于一个从零开始的央行来说,这只是一条阻力较小的道路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093630803,"gmtCreate":1643603403130,"gmtModify":1676533835374,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093630803","repostId":"1189896486","repostType":4,"repost":{"id":"1189896486","kind":"news","pubTimestamp":1643602160,"share":"https://ttm.financial/m/news/1189896486?lang=&edition=fundamental","pubTime":"2022-01-31 12:09","market":"sh","language":"zh","title":"港股牛年收官:恒指全年跌21%,中国石油涨79%为表现最佳蓝筹","url":"https://stock-news.laohu8.com/highlight/detail?id=1189896486","media":"新浪财经","summary":"1月31日消息,港股迎来牛年最后交易日,明日为中国农历新年,迎来虎年。截至今日收盘,港股涨1.07%,报23802.26点。港股在牛年(2021年2月12日至2022年1月31日)全年跌21%,从猪年","content":"<html><head></head><body><p>1月31日消息,港股迎来牛年最后交易日,明日为中国农历新年,迎来虎年。截至今日收盘,港股涨1.07%,报23802.26点。港股在牛年(2021年2月12日至2022年1月31日)全年跌21%,从猪年年收盘位的30173.57点涨至牛年初最高31183.36点,随后一路下跌,最低跌破23000点。恒生科技指数惨遭腰斩,从年初的11000多点跌至目前的5419.89点。港股牛年,中国石油涨幅高达79%,为表现最佳蓝筹,海底捞跌幅近80%,为表现最差蓝筹。</p><p>牛年全年(截至港股收官前一天)来看,(本文以下数据范围:从猪年除夕收盘价至2022年1月30日收盘价),全球主要股指具体表现如下:恒生指数全年跌21.6%,恒生科技指数跌48%,创业板指、深指跌幅分别为14.8%和16.5%,沪指跌8%,纳斯达克指数也跌1.4%,法国股指大涨22.8%领涨主要股指表现,标普500涨13.4%,道指涨10.5%。<img src=\"https://static.tigerbbs.com/31c53ec3f0a2d7ee9bd6987989fb23eb\" tg-width=\"481\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/>牛年全年来看,港股表现最好的蓝筹是中国石油,牛年涨幅高达72.4%,李嘉诚旗下公司涨幅居前,长实集团涨38.7%,电能实业涨29.9%,长江基建集团涨21.1%。<img src=\"https://static.tigerbbs.com/bdb69cb8a702f8c57a681d2352327695\" tg-width=\"481\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>牛年表现最差蓝筹来看,海底捞重挫80%领跌蓝筹,阿里健康重挫78%,阿里、美团股价腰斩,小米跌超40%,腾讯跌37.6%。</p><p><img src=\"https://static.tigerbbs.com/5aa81475b8572eaecb8f702ce700d81e\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>港股通个股来看,牛年涨幅最好的是具有钢铁概念的山东墨龙,涨幅超3倍,国货之光的特步国际涨幅286%,煤炭概念的兖煤能源也涨2倍以及绿电概念股涨幅居前,中广核新能源、华润电力、中国电力等涨幅翻倍,航运概念的中远海控、太平洋航运涨幅翻倍,氢概念的京城机电涨120%。</p><p><img src=\"https://static.tigerbbs.com/e80f198e722ab836714673de6ebf5d66\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>港股通个股跌幅前20来看,深陷资金链危机的中国恒大跌幅89.6%领跌,恒大物业跌86%;双减新规下的教育股跌幅居前,思考乐教育跌89%,光正教育跌85%,新东方在线跌84%,天立教育跌81%;B类医药股遭资金抛售,心通医疗跌83%,药明巨诺跌78%,在线医疗的阿里健康、平安好医生重挫;餐饮股重挫,海底捞、呷哺呷哺跌超80%,颐海国际跌78%;内房偿债压力下,除了恒大,祥生控股跌81%,中国奥园跌77%;快手则是互联网公司中唯一一个跌幅超过70%的。</p><p><img src=\"https://static.tigerbbs.com/73149fc69f80b1d6ad8b107462456e13\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>港股春节期间股市安排:正月初四开市</p><p>根据沪港深三地交易安排,1月31日(星期一)至2月6日(星期日)A股休市,2月7日(星期一)起照常开市。1月31日港股半日市,下午起休市三天半,2月4日(正月初四,星期五)港股开市一天,2月5号(星期六)、2月6号(星期日)为周末港股休市。</p><p>此外,据沪深交易所,1月27日(星期四)至2月6日(星期日)不提供港股通服务,2月7日(星期一)起照常开通港股通服务。根据港交所安排,27日、28日北向正常交易,南向关闭,2月7日起北向、南向正常交易。</p><p><img src=\"https://static.tigerbbs.com/52b7fc77593e4d3455cd5d005608feea\" tg-width=\"509\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>机构展望2022年:港股有望底部重生</p><p>兴证策略张忆东表示,中国港股2022年对于美股的动荡将逐步脱敏,有望迎来海外资金从其他新兴市场回归,维持2022年“港股反弹小牛市”的判断。港股作为“全球估值洼地”,基于中国稳经济的货币政策、财政政策发力以及中国房地产、互联网等产业政策环境边际改善,2022年港股将迎来内资和外资增持意愿的双重提升。</p><p>中金策略认为,考虑到有利的政策环境和较低的估值水平,2022年港股市场可能是均值回归的一年。随着国内利好政策年初进一步发力,尤其是短期不确定性逐步消退后,我们对海外中资股前景依然保持积极,有望吸引更多资金流入。从技术角度来看,卖空成交比率攀升至历史相对高位,表明市场情绪也已经释放到一个较高位置,这往往是短期市场的底部信号。</p><p><img src=\"https://static.tigerbbs.com/c2f253d358375fec615fc2d110f928fc\" tg-width=\"550\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"XLCJ","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>港股牛年收官:恒指全年跌21%,中国石油涨79%为表现最佳蓝筹</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; 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*/\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港股牛年收官:恒指全年跌21%,中国石油涨79%为表现最佳蓝筹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 12:09 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月31日消息,港股迎来牛年最后交易日,明日为中国农历新年,迎来虎年。截至今日收盘,港股涨1.07%,报23802.26点。港股在牛年(2021年2月12日至2022年1月31日)全年跌21%,从猪年年收盘位的30173.57点涨至牛年初最高31183.36点,随后一路下跌,最低跌破23000点。恒生科技指数惨遭腰斩,从年初的11000多点跌至目前的5419.89点。港股牛年,中国石油涨幅高达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSCCI":"红筹指数","HSCEI":"国企指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189896486","content_text":"1月31日消息,港股迎来牛年最后交易日,明日为中国农历新年,迎来虎年。截至今日收盘,港股涨1.07%,报23802.26点。港股在牛年(2021年2月12日至2022年1月31日)全年跌21%,从猪年年收盘位的30173.57点涨至牛年初最高31183.36点,随后一路下跌,最低跌破23000点。恒生科技指数惨遭腰斩,从年初的11000多点跌至目前的5419.89点。港股牛年,中国石油涨幅高达79%,为表现最佳蓝筹,海底捞跌幅近80%,为表现最差蓝筹。牛年全年(截至港股收官前一天)来看,(本文以下数据范围:从猪年除夕收盘价至2022年1月30日收盘价),全球主要股指具体表现如下:恒生指数全年跌21.6%,恒生科技指数跌48%,创业板指、深指跌幅分别为14.8%和16.5%,沪指跌8%,纳斯达克指数也跌1.4%,法国股指大涨22.8%领涨主要股指表现,标普500涨13.4%,道指涨10.5%。牛年全年来看,港股表现最好的蓝筹是中国石油,牛年涨幅高达72.4%,李嘉诚旗下公司涨幅居前,长实集团涨38.7%,电能实业涨29.9%,长江基建集团涨21.1%。牛年表现最差蓝筹来看,海底捞重挫80%领跌蓝筹,阿里健康重挫78%,阿里、美团股价腰斩,小米跌超40%,腾讯跌37.6%。港股通个股来看,牛年涨幅最好的是具有钢铁概念的山东墨龙,涨幅超3倍,国货之光的特步国际涨幅286%,煤炭概念的兖煤能源也涨2倍以及绿电概念股涨幅居前,中广核新能源、华润电力、中国电力等涨幅翻倍,航运概念的中远海控、太平洋航运涨幅翻倍,氢概念的京城机电涨120%。港股通个股跌幅前20来看,深陷资金链危机的中国恒大跌幅89.6%领跌,恒大物业跌86%;双减新规下的教育股跌幅居前,思考乐教育跌89%,光正教育跌85%,新东方在线跌84%,天立教育跌81%;B类医药股遭资金抛售,心通医疗跌83%,药明巨诺跌78%,在线医疗的阿里健康、平安好医生重挫;餐饮股重挫,海底捞、呷哺呷哺跌超80%,颐海国际跌78%;内房偿债压力下,除了恒大,祥生控股跌81%,中国奥园跌77%;快手则是互联网公司中唯一一个跌幅超过70%的。港股春节期间股市安排:正月初四开市根据沪港深三地交易安排,1月31日(星期一)至2月6日(星期日)A股休市,2月7日(星期一)起照常开市。1月31日港股半日市,下午起休市三天半,2月4日(正月初四,星期五)港股开市一天,2月5号(星期六)、2月6号(星期日)为周末港股休市。此外,据沪深交易所,1月27日(星期四)至2月6日(星期日)不提供港股通服务,2月7日(星期一)起照常开通港股通服务。根据港交所安排,27日、28日北向正常交易,南向关闭,2月7日起北向、南向正常交易。机构展望2022年:港股有望底部重生兴证策略张忆东表示,中国港股2022年对于美股的动荡将逐步脱敏,有望迎来海外资金从其他新兴市场回归,维持2022年“港股反弹小牛市”的判断。港股作为“全球估值洼地”,基于中国稳经济的货币政策、财政政策发力以及中国房地产、互联网等产业政策环境边际改善,2022年港股将迎来内资和外资增持意愿的双重提升。中金策略认为,考虑到有利的政策环境和较低的估值水平,2022年港股市场可能是均值回归的一年。随着国内利好政策年初进一步发力,尤其是短期不确定性逐步消退后,我们对海外中资股前景依然保持积极,有望吸引更多资金流入。从技术角度来看,卖空成交比率攀升至历史相对高位,表明市场情绪也已经释放到一个较高位置,这往往是短期市场的底部信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348029488,"gmtCreate":1617870598244,"gmtModify":1704704162565,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FTCV\">$Fintech Acquisition Corp V(FTCV)$</a>?","listText":"<a href=\"https://laohu8.com/S/FTCV\">$Fintech Acquisition Corp V(FTCV)$</a>?","text":"$Fintech Acquisition Corp V(FTCV)$?","images":[{"img":"https://static.tigerbbs.com/9c7e4f63b50832ab707e6d1e741be8f7","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348029488","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916330977,"gmtCreate":1664506641099,"gmtModify":1676537468149,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AXP\">$美国运通(AXP)$</a>[冷漠] ","listText":"<a href=\"https://ttm.financial/S/AXP\">$美国运通(AXP)$</a>[冷漠] ","text":"$美国运通(AXP)$[冷漠]","images":[{"img":"https://community-static.tradeup.com/news/548a9a7d6c8c2a088881e07d9952d7f3","width":"720","height":"1430"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916330977","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092292235,"gmtCreate":1644630313081,"gmtModify":1676533948243,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"🤥","listText":"🤥","text":"🤥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092292235","repostId":"2210450635","repostType":4,"repost":{"id":"2210450635","kind":"highlight","pubTimestamp":1644578100,"share":"https://ttm.financial/m/news/2210450635?lang=&edition=fundamental","pubTime":"2022-02-11 19:15","market":"hk","language":"zh","title":"解读 | 美联储3月加息50基点的可能性有多大?","url":"https://stock-news.laohu8.com/highlight/detail?id=2210450635","media":"华尔街见闻","summary":"摘要:鲍威尔最终的目标是实现经济软着陆,过快的升息可能向市场释放恐慌信号,并加剧外界对央行在控制通胀方面过于落后的批评。在美国1月CPI数据爆表后,市场正热烈讨论美联储是否会加速升息,在3月加息50个","content":"<html><head></head><body><blockquote>摘要:鲍威尔最终的目标是实现经济软着陆,过快的升息可能向市场释放恐慌信号,并加剧外界对央行在控制通胀方面过于落后的批评。</blockquote><p>在美国1月CPI数据爆表后,市场正热烈讨论美联储是否会加速升息,在3月加息50个基点。</p><p>在1月通胀数据公布之后,美国圣路易斯联储主席布拉德(James Bullard)公开表示希望加速升息:</p><blockquote>我希望在7月1日之前看到加息100个基点……我本来就比较鹰派了,但还是大幅提高了利率预期,因为我认为这是委员会应该采取的行动。</blockquote><p>布拉德强调,<b>希望美联储能够尽快加息50个基点</b>,这将是2000年以来首次一次会议决定加息50个基点。但是他同时表示,3月是否加息50个基点还没有决定,在加息规模上将听从鲍威尔的意见。</p><p>布拉德讲话后,10年期美债收益率走高,美股尾盘升至2.05%上方,继续逼近2019年8月1日顶部2.0578%,2年期美债收益率日内蹿升逾20个基点,美股午盘一度升至1.60%上方,创2020年1月以来新高。</p><p><img src=\"https://static.tigerbbs.com/8d51e294339f462452aa5fb91d28c77f\" tg-width=\"554\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>市场对于美联储3月升息50个基点的预期也迅速攀升。芝商所利率期货显示,投资者认为3月FOMC会议上加息50个基点的可能性已经上升至60%。</p><p><img src=\"https://static.tigerbbs.com/d1b67dfc659516d183be4f588a8905b6\" tg-width=\"554\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>喊出2022年加息7次的口号;市场上更是流传着2月临时会议紧急升息的“鬼故事”。</p><p>但有分析指出,尽管通胀爆表,<b>美联储仍可能不急于在3月政策会议之前加息,3月政策会议加息50个基点的概率也不大。</b></p><p><b>彭博分析表示,提前紧急加息可能向市场释放出恐慌信号,并加剧外界对央行在控制通胀方面过于落后的批评。</b>而美联储主席鲍威尔上个月才预测,今年晚些时候美国价格上涨的步伐将放缓。</p><p>3月之前的加息还将影响美联储结束资产购买计划的节奏——这将进一步对市场造成冲击。</p><p><b>鲍威尔最终的目标是实现经济软着陆。这意味着美联储需要在快速升息导致的经济衰退和升息控制未来价格预期中寻找平衡点。</b></p><p>对于是否提前加息,美联储官员内部也存在不同声音。</p><p>旧金山联储主席玛丽戴利(Mary Daly)周四在接受采访时表示,加息“不是我的偏好”。市场已经消化了宽松政策的退出,这已达成美联储传达政策收紧信息的目的。</p></body></html>","source":"wallstreetcn_api","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\" 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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解读 | 美联储3月加息50基点的可能性有多大?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 19:15 北京时间 <a href=https://wallstreetcn.com/articles/3651711><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:鲍威尔最终的目标是实现经济软着陆,过快的升息可能向市场释放恐慌信号,并加剧外界对央行在控制通胀方面过于落后的批评。在美国1月CPI数据爆表后,市场正热烈讨论美联储是否会加速升息,在3月加息50个基点。在1月通胀数据公布之后,美国圣路易斯联储主席布拉德(James Bullard)公开表示希望加速升息:我希望在7月1日之前看到加息100个基点……我本来就比较鹰派了,但还是大幅提高了利率预期,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651711\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3651711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210450635","content_text":"摘要:鲍威尔最终的目标是实现经济软着陆,过快的升息可能向市场释放恐慌信号,并加剧外界对央行在控制通胀方面过于落后的批评。在美国1月CPI数据爆表后,市场正热烈讨论美联储是否会加速升息,在3月加息50个基点。在1月通胀数据公布之后,美国圣路易斯联储主席布拉德(James Bullard)公开表示希望加速升息:我希望在7月1日之前看到加息100个基点……我本来就比较鹰派了,但还是大幅提高了利率预期,因为我认为这是委员会应该采取的行动。布拉德强调,希望美联储能够尽快加息50个基点,这将是2000年以来首次一次会议决定加息50个基点。但是他同时表示,3月是否加息50个基点还没有决定,在加息规模上将听从鲍威尔的意见。布拉德讲话后,10年期美债收益率走高,美股尾盘升至2.05%上方,继续逼近2019年8月1日顶部2.0578%,2年期美债收益率日内蹿升逾20个基点,美股午盘一度升至1.60%上方,创2020年1月以来新高。市场对于美联储3月升息50个基点的预期也迅速攀升。芝商所利率期货显示,投资者认为3月FOMC会议上加息50个基点的可能性已经上升至60%。高盛喊出2022年加息7次的口号;市场上更是流传着2月临时会议紧急升息的“鬼故事”。但有分析指出,尽管通胀爆表,美联储仍可能不急于在3月政策会议之前加息,3月政策会议加息50个基点的概率也不大。彭博分析表示,提前紧急加息可能向市场释放出恐慌信号,并加剧外界对央行在控制通胀方面过于落后的批评。而美联储主席鲍威尔上个月才预测,今年晚些时候美国价格上涨的步伐将放缓。3月之前的加息还将影响美联储结束资产购买计划的节奏——这将进一步对市场造成冲击。鲍威尔最终的目标是实现经济软着陆。这意味着美联储需要在快速升息导致的经济衰退和升息控制未来价格预期中寻找平衡点。对于是否提前加息,美联储官员内部也存在不同声音。旧金山联储主席玛丽戴利(Mary Daly)周四在接受采访时表示,加息“不是我的偏好”。市场已经消化了宽松政策的退出,这已达成美联储传达政策收紧信息的目的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098489126,"gmtCreate":1644202365622,"gmtModify":1676533899197,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098489126","repostId":"1129370833","repostType":4,"repost":{"id":"1129370833","kind":"news","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":1644188249,"share":"https://ttm.financial/m/news/1129370833?lang=&edition=fundamental","pubTime":"2022-02-07 06:57","market":"us","language":"zh","title":"本周前瞻 | 推特、迪士尼等公布财报!美国1月CPI重磅来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1129370833","media":"老虎资讯综合","summary":"数据方面:中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。2月10日周四关键词:OPEC月报,美国1月CPI,美国上周初请失业金数据周四,经济数据方面,美国1月CPI重磅来袭。2021年12月,美国CPI、核心CPI同比分别增长7%、5.5%。当地时间2月1日,美国劳工统计局报告称,2021年美国辞职人数创历史新高。当地时间2月3日,英国央行宣布把基准利率从0.25%上调至0.5%,以应对通胀持续上升的压力。","content":"<html><head></head><body><p>摘要:</p><blockquote>财报方面:本周将公布业绩的重点企业包括<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、Peloton Interactive、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</blockquote><blockquote>数据方面:中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。</blockquote><blockquote>事件方面:2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外,加拿大央行行长麦克勒姆发表讲话。</blockquote><blockquote>新股方面:汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。</blockquote><p><img src=\"https://static.tigerbbs.com/dcd574136239e1be8aa80fcc36e0b7df\" tg-width=\"1878\" tg-height=\"2048\" width=\"100%\" height=\"auto\"/></p><p><b>重要经济数据一览</b></p><p><b>2月7日周一关键词:中国财新服务业PMI、安森美半导体财报</b><img src=\"https://static.tigerbbs.com/6d53ea0491003bfd12b38d3849cbf58f\" tg-width=\"818\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>周一,<b>经济数据方面</b>,投资者可留意中国一系列重要的数据,包括财新服务业PMI等。</p><blockquote>从我国行业情况看,各行业走势呈现明显差异。其中,货币金融服务商务活动指数位于60.0%以上高位景气区间,近期降准、降息等一系列支持实体经济发展的货币政策落地实施,相关金融机构业务总量较快增长。</blockquote><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>将于美股盘前公布业绩。</p><p><b>新股方面</b>,有三只美股将于当日上市,分别为:<a href=\"https://laohu8.com/S/BTRU\">tru Shrimp Companies, Inc.</a>、<a href=\"https://laohu8.com/S/MHUA\">Meihua International Medical Technologies</a>及<a href=\"https://laohu8.com/S/VIVK\">VIVAKOR INC</a>。</p><p><b>2月8日周二关键词:美国贸易帐,EIA月报</b><img src=\"https://static.tigerbbs.com/d396ba2fa02ab376c930d1d566a0253c\" tg-width=\"819\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/>周二,<b>经济数据方面</b>,美国、日本等国将公布贸易帐数据。</p><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/AMGN\">安进</a>于美东时间2月7日盘后公布财报,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/WMG\">华纳音乐</a>将于美东时间2月8日美股盘前发布最新业绩。</p><p><b>2月9日周三关键词:美国批发库存、OPEC月报,EIA原油库存</b><img src=\"https://static.tigerbbs.com/ad0af7093a37f9c3fd55cc8a2402f02c\" tg-width=\"820\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/>周三,<b>经济数据方面</b>,中国将公布最新社会融资规模、M2货币供应年率等数据。</p><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/PTON\">Peloton Interactive</a>、<a href=\"https://laohu8.com/S/LYFT\">Lyft Inc</a>及<a href=\"https://laohu8.com/S/YUM\">百胜餐饮</a>将公布财报。</p><p><b>2月10日周四关键词:OPEC月报,美国1月CPI,美国上周初请失业金数据</b><img src=\"https://static.tigerbbs.com/846fabcdc3363ffc9d1e14722665afbd\" tg-width=\"820\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table><p>周四,<b>经济数据方面</b>,美国1月CPI重磅来袭。</p><blockquote>近日美联储升息的预期甚嚣尘上,而美联储加息在即很可能是不得已而为之,因为美国物价飙升,已创近40年来的新高。2021年12月,美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高,就要加息调整。从目前的形势看,美联储为了平抑通胀预期、维护美联储自身信用,也不得不将加息提上日程。</blockquote><blockquote>由于疫情加剧了供应限制,消费者需求依然强劲,预计1月份的通胀数据将延续火爆,华尔街机构预估上月CPI将同比增长7.3%,续创40年新高,数据可能会导致美联储3月加息50个基点的预期进一步升温。</blockquote><p>除了CPI数据,同时公布的上周初请失业金数据也值得留意。当地时间2月1日,美国劳工统计局报告称,2021年美国辞职人数创历史新高。</p><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/UBER\">优步</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于北京时间当日(美东时间2月9日盘后)发布财报,<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>等公司也于同日公布最新财报。</p><p><b>新股方面</b>,<a href=\"https://laohu8.com/S/09878\">汇通达网络</a>、<a href=\"https://laohu8.com/S/01406\">清晰医疗</a>新股申购结束,<a href=\"https://laohu8.com/S/HTCR\">HEARTCORE ENTERPRISES, INC.</a>于美股上市。</p><p><b>事件方面,</b>2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外,加拿大央行行长麦克勒姆发表讲话。</p><p><b>2月11日周五关键词:英国GDP、美国密歇根大学消费信心数据;Twitter财报</b><img src=\"https://static.tigerbbs.com/1f5a50e240d14917d3d3c99bf13575e9\" tg-width=\"817\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面</b>,投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。</p><blockquote>当地时间2月3日,英国央行宣布把基准利率从0.25%上调至0.5%,以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息,也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。</blockquote><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings</a>、<a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>等公司将于北京时间当日(美东时间2月10日盘后)公布财报。</p><p><b>新股方面</b>,<a href=\"https://laohu8.com/S/ALOHA\">Cariloha, Inc.</a>将于美股上市。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>本周前瞻 | 推特、迪士尼等公布财报!美国1月CPI重磅来袭</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; 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*/\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本周前瞻 | 推特、迪士尼等公布财报!美国1月CPI重磅来袭\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\">2022-02-07 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>摘要:</p><blockquote>财报方面:本周将公布业绩的重点企业包括<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、Peloton Interactive、<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、 <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> 、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/UBER\">优步</a>等。</blockquote><blockquote>数据方面:中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。</blockquote><blockquote>事件方面:2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外,加拿大央行行长麦克勒姆发表讲话。</blockquote><blockquote>新股方面:汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。</blockquote><p><img src=\"https://static.tigerbbs.com/dcd574136239e1be8aa80fcc36e0b7df\" tg-width=\"1878\" tg-height=\"2048\" width=\"100%\" height=\"auto\"/></p><p><b>重要经济数据一览</b></p><p><b>2月7日周一关键词:中国财新服务业PMI、安森美半导体财报</b><img src=\"https://static.tigerbbs.com/6d53ea0491003bfd12b38d3849cbf58f\" tg-width=\"818\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/>周一,<b>经济数据方面</b>,投资者可留意中国一系列重要的数据,包括财新服务业PMI等。</p><blockquote>从我国行业情况看,各行业走势呈现明显差异。其中,货币金融服务商务活动指数位于60.0%以上高位景气区间,近期降准、降息等一系列支持实体经济发展的货币政策落地实施,相关金融机构业务总量较快增长。</blockquote><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>将于美股盘前公布业绩。</p><p><b>新股方面</b>,有三只美股将于当日上市,分别为:<a href=\"https://laohu8.com/S/BTRU\">tru Shrimp Companies, Inc.</a>、<a href=\"https://laohu8.com/S/MHUA\">Meihua International Medical Technologies</a>及<a href=\"https://laohu8.com/S/VIVK\">VIVAKOR INC</a>。</p><p><b>2月8日周二关键词:美国贸易帐,EIA月报</b><img src=\"https://static.tigerbbs.com/d396ba2fa02ab376c930d1d566a0253c\" tg-width=\"819\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/>周二,<b>经济数据方面</b>,美国、日本等国将公布贸易帐数据。</p><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/AMGN\">安进</a>于美东时间2月7日盘后公布财报,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/WMG\">华纳音乐</a>将于美东时间2月8日美股盘前发布最新业绩。</p><p><b>2月9日周三关键词:美国批发库存、OPEC月报,EIA原油库存</b><img src=\"https://static.tigerbbs.com/ad0af7093a37f9c3fd55cc8a2402f02c\" tg-width=\"820\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/>周三,<b>经济数据方面</b>,中国将公布最新社会融资规模、M2货币供应年率等数据。</p><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/PTON\">Peloton Interactive</a>、<a href=\"https://laohu8.com/S/LYFT\">Lyft Inc</a>及<a href=\"https://laohu8.com/S/YUM\">百胜餐饮</a>将公布财报。</p><p><b>2月10日周四关键词:OPEC月报,美国1月CPI,美国上周初请失业金数据</b><img src=\"https://static.tigerbbs.com/846fabcdc3363ffc9d1e14722665afbd\" tg-width=\"820\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table><p>周四,<b>经济数据方面</b>,美国1月CPI重磅来袭。</p><blockquote>近日美联储升息的预期甚嚣尘上,而美联储加息在即很可能是不得已而为之,因为美国物价飙升,已创近40年来的新高。2021年12月,美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高,就要加息调整。从目前的形势看,美联储为了平抑通胀预期、维护美联储自身信用,也不得不将加息提上日程。</blockquote><blockquote>由于疫情加剧了供应限制,消费者需求依然强劲,预计1月份的通胀数据将延续火爆,华尔街机构预估上月CPI将同比增长7.3%,续创40年新高,数据可能会导致美联储3月加息50个基点的预期进一步升温。</blockquote><p>除了CPI数据,同时公布的上周初请失业金数据也值得留意。当地时间2月1日,美国劳工统计局报告称,2021年美国辞职人数创历史新高。</p><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/UBER\">优步</a>、<a href=\"https://laohu8.com/S/TSP\">图森未来</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于北京时间当日(美东时间2月9日盘后)发布财报,<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/PEP\">百事可乐</a>、<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、<a href=\"https://laohu8.com/S/GOOS\">加拿大鹅</a>等公司也于同日公布最新财报。</p><p><b>新股方面</b>,<a href=\"https://laohu8.com/S/09878\">汇通达网络</a>、<a href=\"https://laohu8.com/S/01406\">清晰医疗</a>新股申购结束,<a href=\"https://laohu8.com/S/HTCR\">HEARTCORE ENTERPRISES, INC.</a>于美股上市。</p><p><b>事件方面,</b>2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外,加拿大央行行长麦克勒姆发表讲话。</p><p><b>2月11日周五关键词:英国GDP、美国密歇根大学消费信心数据;Twitter财报</b><img src=\"https://static.tigerbbs.com/1f5a50e240d14917d3d3c99bf13575e9\" tg-width=\"817\" tg-height=\"489\" referrerpolicy=\"no-referrer\"/>周五,<b>经济数据方面</b>,投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。</p><blockquote>当地时间2月3日,英国央行宣布把基准利率从0.25%上调至0.5%,以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息,也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。</blockquote><p><b>财报方面</b>,<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>、<a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings</a>、<a href=\"https://laohu8.com/S/DXCM\">德康医疗</a>等公司将于北京时间当日(美东时间2月10日盘后)公布财报。</p><p><b>新股方面</b>,<a href=\"https://laohu8.com/S/ALOHA\">Cariloha, Inc.</a>将于美股上市。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129370833","content_text":"摘要:财报方面:本周将公布业绩的重点企业包括中芯国际、Peloton Interactive、可口可乐、百事可乐、辉瑞、 Twitter 、迪士尼、优步等。数据方面:中国财新服务业PMI、美国贸易帐、中国社融、美国1月CPI等经济数据将陆续公布。事件方面:2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外,加拿大央行行长麦克勒姆发表讲话。新股方面:汇通达网络、清晰医疗周四结束申购。tru Shrimp Companies, Inc.、Meihua International Medical Technologies、VIVAKOR INC等多只美股上市。重要经济数据一览2月7日周一关键词:中国财新服务业PMI、安森美半导体财报周一,经济数据方面,投资者可留意中国一系列重要的数据,包括财新服务业PMI等。从我国行业情况看,各行业走势呈现明显差异。其中,货币金融服务商务活动指数位于60.0%以上高位景气区间,近期降准、降息等一系列支持实体经济发展的货币政策落地实施,相关金融机构业务总量较快增长。财报方面,安森美半导体将于美股盘前公布业绩。新股方面,有三只美股将于当日上市,分别为:tru Shrimp Companies, Inc.、Meihua International Medical Technologies及VIVAKOR INC。2月8日周二关键词:美国贸易帐,EIA月报周二,经济数据方面,美国、日本等国将公布贸易帐数据。财报方面,安进于美东时间2月7日盘后公布财报,辉瑞、华纳音乐将于美东时间2月8日美股盘前发布最新业绩。2月9日周三关键词:美国批发库存、OPEC月报,EIA原油库存周三,经济数据方面,中国将公布最新社会融资规模、M2货币供应年率等数据。财报方面,Peloton Interactive、Lyft Inc及百胜餐饮将公布财报。2月10日周四关键词:OPEC月报,美国1月CPI,美国上周初请失业金数据周四,经济数据方面,美国1月CPI重磅来袭。近日美联储升息的预期甚嚣尘上,而美联储加息在即很可能是不得已而为之,因为美国物价飙升,已创近40年来的新高。2021年12月,美国CPI、核心CPI同比分别增长7%、5.5%。人们往往认为只要物价高,就要加息调整。从目前的形势看,美联储为了平抑通胀预期、维护美联储自身信用,也不得不将加息提上日程。由于疫情加剧了供应限制,消费者需求依然强劲,预计1月份的通胀数据将延续火爆,华尔街机构预估上月CPI将同比增长7.3%,续创40年新高,数据可能会导致美联储3月加息50个基点的预期进一步升温。除了CPI数据,同时公布的上周初请失业金数据也值得留意。当地时间2月1日,美国劳工统计局报告称,2021年美国辞职人数创历史新高。财报方面,优步、图森未来、迪士尼将于北京时间当日(美东时间2月9日盘后)发布财报,可口可乐、百事可乐、中芯国际、加拿大鹅等公司也于同日公布最新财报。新股方面,汇通达网络、清晰医疗新股申购结束,HEARTCORE ENTERPRISES, INC.于美股上市。事件方面,2022年FOMC票委、克利夫兰联储主席梅斯特就美国经济和货币政策前景发表讲话。此外,加拿大央行行长麦克勒姆发表讲话。2月11日周五关键词:英国GDP、美国密歇根大学消费信心数据;Twitter财报周五,经济数据方面,投资者可关注投资者重点关注美国的密歇根大学消费信心数据及英国四季度GDP。当地时间2月3日,英国央行宣布把基准利率从0.25%上调至0.5%,以应对通胀持续上升的压力。这是英国央行自新冠疫情暴发以来的第二次加息,也是自2004年来的首次连续加息。经济学家预测英国今年或将再加息三次。财报方面,Twitter、Affirm Holdings、德康医疗等公司将于北京时间当日(美东时间2月10日盘后)公布财报。新股方面,Cariloha, Inc.将于美股上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091501664,"gmtCreate":1643891240550,"gmtModify":1676533868213,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"🥰","listText":"🥰","text":"🥰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091501664","repostId":"1121905464","repostType":4,"repost":{"id":"1121905464","kind":"news","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":1642411108,"share":"https://ttm.financial/m/news/1121905464?lang=&edition=fundamental","pubTime":"2022-01-17 17:18","market":"sh","language":"zh","title":"提醒:春节假期主要市场休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1121905464","media":"老虎资讯综合","summary":"农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。港股:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月3日(星期四)休市。美股:","content":"<html><head></head><body><p>农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>港股:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月3日(星期四)休市。</p><p><b>美股:</b></p><p>照常开市。</p><p><b>A股:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)休市。</p><p><b>澳股:</b></p><p>照常开市。</p><p><b>新加坡市场:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月2日(星期三)休市。</p><p><b>港股通:</b></p><p>2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。</p><p><b>沪股通、深股通:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒:春节假期主要市场休市安排一览</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; 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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提醒:春节假期主要市场休市安排一览\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\">2022-01-17 17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>港股:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月3日(星期四)休市。</p><p><b>美股:</b></p><p>照常开市。</p><p><b>A股:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)休市。</p><p><b>澳股:</b></p><p>照常开市。</p><p><b>新加坡市场:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月2日(星期三)休市。</p><p><b>港股通:</b></p><p>2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。</p><p><b>沪股通、深股通:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/752af43ca78e3ed4d3be0dbeaf4ea23c","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSTECH":"恒生科技指数",".DJI":"道琼斯","HSCCI":"红筹指数",".SPX":"S&P 500 Index","HSI":"恒生指数",".IXIC":"NASDAQ Composite","STI.SI":"富时新加坡海峡指数","HSCEI":"国企指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121905464","content_text":"农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。港股:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月3日(星期四)休市。美股:照常开市。A股:2022年1月31日(星期一)至2月4日(星期五)休市。澳股:照常开市。新加坡市场:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月2日(星期三)休市。港股通:2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。沪股通、深股通:2022年1月31日(星期一)至2月4日(星期五)不提供服务。2022年1月31日(星期一)至2月4日(星期五)不提供服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096444060,"gmtCreate":1644453883364,"gmtModify":1676533928212,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"👏👏👏","listText":"👏👏👏","text":"👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096444060","repostId":"1141472487","repostType":4,"repost":{"id":"1141472487","kind":"news","pubTimestamp":1644382505,"share":"https://ttm.financial/m/news/1141472487?lang=&edition=fundamental","pubTime":"2022-02-09 12:55","market":"us","language":"zh","title":"美联储终将妥协?富人们正在囤积现金弹药准备抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=1141472487","media":"金十数据","summary":"他们相信,美联储今年尤其是在中期选举之前,不会激进加息,且最终可能不得不改变其超鹰派立场。瑞银全球财富管理(UBS Global Wealth Management)调查发现,高净值人士与企业主在股市","content":"<html><head></head><body><blockquote>他们相信,美联储今年尤其是在中期选举之前,不会激进加息,且最终可能不得不改变其超鹰派立场。</blockquote><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>全球财富管理(UBS Global Wealth Management)调查发现,高净值人士与企业主在股市暴跌之际与加息周期到来之前疯狂囤积现金。</p><p>瑞银全球财富在1月4日至1月24日对3000名拥有至少100万美元资产的人和1200名年收入在100万美元以上的企业主进行了调查,其中<b>有61%的受访者表示其投资组合有超过10%的现金及等价物,而这一受访者比例在2021年初为59%</b>。</p><p>高净值人士和企业增加现金头寸,是因为金融状况出现了创纪录的紧缩,且引发了股市和债市的波动。如标普500指数上个月大幅回调12.4%,创逾十年来最差开局,不过自1月24日以来已经反弹6%。市场泡沫已经部分消失,股价回到了接近疫情前的水平。</p><p><img src=\"https://static.tigerbbs.com/870e32d3dcd890f22af5a8d85e2200fe\" tg-width=\"816\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>还有数据显示,随着投资者为日益激进的美联储做准备,资金正涌入现金类的ETF——这些ETF被认为相对不太容易受到利率风险的影响。这些ETF主要关注国库券等超短期工具,同时抛售追踪较长期债券的ETF,包括那些被认为在五年或更短时间内到期的短期债券。</p><p>根据外媒汇编的数据,价值140亿美元的PIMCO增强型短期活跃ETF一周内吸引了近9亿美元的资金流入,为2009年开始交易以来最佳。与此同时,价值390亿美元的Vanguard短期债券ETF遭遇了约16亿美元的撤资,为三年来最大。</p><p><img src=\"https://static.tigerbbs.com/15a03fcc4ac2b0ddcf0a46d77f542189\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>除了增加现金储备之外,受访者还表示会申请新的抵押贷款,对现有抵押贷款进行再融资,且在利率可能上升之前利用证券支持贷款。</p><p><b>瑞银报告认为,受访者似乎都在囤积现金,随时准备逢低买入(虽然聪明钱依然在耐心旁观)</b>。报告称:</p><blockquote>“在通胀和加息的背景下,投资者正在等待投资医疗保健和科技等行业的‘最佳时机’。”</blockquote><p>许多受访者对美联储货币政策的收紧速度感到紧张。短期利率正在定价今年有5-6次加息,且3月份的加息幅度可能达到50个基点……</p><p><img src=\"https://static.tigerbbs.com/92fd773f287dd2fc41325788b5719897\" tg-width=\"815\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师塞西莉亚•马里奥蒂(Cecilia Mariotti)在最新的战略研究报告中称,有史以来最为鹰派的资产定价时期即将到来。</p><p><img src=\"https://static.tigerbbs.com/1d24e7c7f97e16571af4ab6294ebcd65\" tg-width=\"801\" tg-height=\"663\" referrerpolicy=\"no-referrer\"/></p><p>但马里奥蒂指出,尽管股市承压较大,但受到影响的主要是久期较长的成长板块,价值股表现仍出色,周期股与防御性股相比也不逊色。</p><p><img src=\"https://static.tigerbbs.com/24b14fed04aa599f80e104a6eba89811\" tg-width=\"815\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><b>目前市场所预期的极端货币紧缩力度与2014年和2018年相一致,这两个时期里美联储均以为了“金融稳定”为由改变其原本的鹰派立场。</b></p><p><img src=\"https://static.tigerbbs.com/1e693c6b1e6e4fcc8f0d0cb0961cf129\" tg-width=\"816\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/></p><p><b>这或许就是投资者囤积现金的原因,因为他们相信美联储今年尤其是在中期选举之前,不会采取预期般激进的加息策略,且美联储最终可能不得不改变其超鹰派立场。</b></p><p>全球最大资管机构<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>(BlackRock)日前也表示,投资者对全球央行加息幅度的预期过高,实际结果可能比许多人预期的更为“鸽派”。贝莱德投资研究所以Jean Boivin为首的分析师在周一发布的最新报告中说:</p><blockquote>“我们相信,各国央行虽然措辞强硬,但最终会承认,通过大幅加息来对抗通胀,将给经济增长带来过高的代价。这就是为什么我们认为最终的政策回应是温和的。”</blockquote><p>贝莱德表示,它认为股市将继续表现良好,尤其是在利率前景比许多投资者预期更为“温和”的情况下。各国央行可能会说,他们正在对通胀采取强硬措施,但实际上,他们只是计划将利率恢复到仍将低于历史标准的水平。该行分析师们写道:</p><blockquote>“我们将适度增持股市,因预期的加息总量仍较低,但我们将为未来的波动做好准备。我们认为,在今年风险资产遭遇艰难开局之后,这将为那些具有长期投资眼光的人创造机会。”</blockquote><p>瑞银的调查还显示,超过80%的受访者认为<b>拜登政府需要控制通货膨胀</b>。</p></body></html>","source":"jssj","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>美联储终将妥协?富人们正在囤积现金弹药准备抄底</title>\n<style 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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美联储终将妥协?富人们正在囤积现金弹药准备抄底\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 12:55 北京时间 <a href=https://xnews.jin10.com/details/89735><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>他们相信,美联储今年尤其是在中期选举之前,不会激进加息,且最终可能不得不改变其超鹰派立场。瑞银全球财富管理(UBS Global Wealth Management)调查发现,高净值人士与企业主在股市暴跌之际与加息周期到来之前疯狂囤积现金。瑞银全球财富在1月4日至1月24日对3000名拥有至少100万美元资产的人和1200名年收入在100万美元以上的企业主进行了调查,其中有61%的受访者表示其投资...</p>\n\n<a href=\"https://xnews.jin10.com/details/89735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/89735","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141472487","content_text":"他们相信,美联储今年尤其是在中期选举之前,不会激进加息,且最终可能不得不改变其超鹰派立场。瑞银全球财富管理(UBS Global Wealth Management)调查发现,高净值人士与企业主在股市暴跌之际与加息周期到来之前疯狂囤积现金。瑞银全球财富在1月4日至1月24日对3000名拥有至少100万美元资产的人和1200名年收入在100万美元以上的企业主进行了调查,其中有61%的受访者表示其投资组合有超过10%的现金及等价物,而这一受访者比例在2021年初为59%。高净值人士和企业增加现金头寸,是因为金融状况出现了创纪录的紧缩,且引发了股市和债市的波动。如标普500指数上个月大幅回调12.4%,创逾十年来最差开局,不过自1月24日以来已经反弹6%。市场泡沫已经部分消失,股价回到了接近疫情前的水平。还有数据显示,随着投资者为日益激进的美联储做准备,资金正涌入现金类的ETF——这些ETF被认为相对不太容易受到利率风险的影响。这些ETF主要关注国库券等超短期工具,同时抛售追踪较长期债券的ETF,包括那些被认为在五年或更短时间内到期的短期债券。根据外媒汇编的数据,价值140亿美元的PIMCO增强型短期活跃ETF一周内吸引了近9亿美元的资金流入,为2009年开始交易以来最佳。与此同时,价值390亿美元的Vanguard短期债券ETF遭遇了约16亿美元的撤资,为三年来最大。除了增加现金储备之外,受访者还表示会申请新的抵押贷款,对现有抵押贷款进行再融资,且在利率可能上升之前利用证券支持贷款。瑞银报告认为,受访者似乎都在囤积现金,随时准备逢低买入(虽然聪明钱依然在耐心旁观)。报告称:“在通胀和加息的背景下,投资者正在等待投资医疗保健和科技等行业的‘最佳时机’。”许多受访者对美联储货币政策的收紧速度感到紧张。短期利率正在定价今年有5-6次加息,且3月份的加息幅度可能达到50个基点……高盛策略师塞西莉亚•马里奥蒂(Cecilia Mariotti)在最新的战略研究报告中称,有史以来最为鹰派的资产定价时期即将到来。但马里奥蒂指出,尽管股市承压较大,但受到影响的主要是久期较长的成长板块,价值股表现仍出色,周期股与防御性股相比也不逊色。目前市场所预期的极端货币紧缩力度与2014年和2018年相一致,这两个时期里美联储均以为了“金融稳定”为由改变其原本的鹰派立场。这或许就是投资者囤积现金的原因,因为他们相信美联储今年尤其是在中期选举之前,不会采取预期般激进的加息策略,且美联储最终可能不得不改变其超鹰派立场。全球最大资管机构贝莱德(BlackRock)日前也表示,投资者对全球央行加息幅度的预期过高,实际结果可能比许多人预期的更为“鸽派”。贝莱德投资研究所以Jean Boivin为首的分析师在周一发布的最新报告中说:“我们相信,各国央行虽然措辞强硬,但最终会承认,通过大幅加息来对抗通胀,将给经济增长带来过高的代价。这就是为什么我们认为最终的政策回应是温和的。”贝莱德表示,它认为股市将继续表现良好,尤其是在利率前景比许多投资者预期更为“温和”的情况下。各国央行可能会说,他们正在对通胀采取强硬措施,但实际上,他们只是计划将利率恢复到仍将低于历史标准的水平。该行分析师们写道:“我们将适度增持股市,因预期的加息总量仍较低,但我们将为未来的波动做好准备。我们认为,在今年风险资产遭遇艰难开局之后,这将为那些具有长期投资眼光的人创造机会。”瑞银的调查还显示,超过80%的受访者认为拜登政府需要控制通货膨胀。","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304351807750456,"gmtCreate":1715339142568,"gmtModify":1715339146753,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RYDE\">$Ryde Group(RYDE)$ </a> ","listText":"<a href=\"https://ttm.financial/S/RYDE\">$Ryde Group(RYDE)$ </a> 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09:33","market":"us","language":"zh","title":"暴跌11000亿!全球十大富豪身家大缩水,啥情况?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129770228","media":"券商中国","summary":"时间,才是检验“股神”最重要的标准。2022年的第一个月,全球科技股遭遇一轮大跌,令全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。而“股神”沃伦·巴菲特的身家,却逆","content":"<html><head></head><body><p>时间,才是检验“股神”最重要的标准。</p><p>2022年的第一个月,全球科技股遭遇一轮大跌,令全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。而“股神”沃伦·巴菲特的身家,却逆势增长了23.9亿美元,达到1113亿美元,是全球前10大富豪中唯一一位实现资产正增长的,一举超越了扎克伯格,成为美国第三大富豪。</p><p>这主要与其掌舵的伯克希尔哈撒韦的表现相关,2022年内的累计涨幅达4.85%,大幅跑赢同期的美股大盘。据伯克希尔的财报显示,该公司68%的公允价值都集中在美国的四家公司:苹果(1204亿美元)、美国银行(313亿美元)、可口可乐(219亿美元)美国运通(183亿美元),2022年1月表现坚挺,均明显跑赢了美股大盘。</p><p>而重仓押注科技股的“女版巴菲特”凯西‧伍德却没有那么幸运,面对科技股的集体大跌,其管理的ARKK基金在2022年的累计跌幅已超过了26%,成为该基金史上最糟糕的年度开局表现。</p><p>在全球主要央行加速收紧货币政策的影响下,周四美股三大指数集体大跌,其中纳指盘中跌幅接近4%,元宇宙巨头Meta也创下单日市值蒸发超2300亿美元的历史新纪录。这也意味着,进入2月份,多位富豪身家再进一步缩水。</p><p><b>巴菲特跻身美国第三大富豪</b></p><p>美联储的“潮水”逐渐退去的预期之下,全球股市于2022年1月遭遇动荡,尤其是美股的科技股出现了大幅回撤,使得硅谷富豪们的财富大幅缩水。</p><p>据彭博亿万富翁指数(Bloomberg billionaire Index)显示,由于2022年1月的美股大跌,全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。其中,扎克伯格的身家今年1月蒸发了152亿美元,全球首富埃隆·马斯克身家更是暴跌了541亿美元;亚马逊创始人贝索斯的身家也缩水了278亿美元,总身家跌至1640亿美元。</p><p><img src=\"https://static.tigerbbs.com/e3d96141f2a2c59a350732e2752cde28\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图片来源:彭博社</p><p>自2022年1月1日以来,全球最富有的500人总计损失更是达到6350亿美元。主要原因是,美联储连续释放加息、缩表信号,导致实现风险偏好下降,资金对高估值的科技股进行了持续抛售,同时美国通胀率已达到了近40年来的最高水平。</p><p>但这似乎并未影响到“股神”沃伦·巴菲特,其是唯一一个在今年取得财富正增长的TOP10富豪,身家已超越扎克伯格,成为了美国第三大富豪。</p><p>据彭博社数据显示,2022年1月,巴菲特的身家逆势上涨了23.9亿美元,达到1113亿美元,排名彭博亿万富翁指数第六位。</p><p>截止美国时间2月3日收盘,伯克希尔哈撒韦A类股股价报47.25万美元,尽管当日录得1.45%的跌幅,但股价也已回升至历史新高附近,2022年内的累计涨幅达4.85%,大幅跑赢同期的美股大盘,目前伯克希尔的总市值已经超过了7000亿美元。</p><p><img src=\"https://static.tigerbbs.com/97955cb8a298cc2662eadb8a01623f47\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>具体到巴菲特的投资组合,据伯克希尔的2021年三季报显示,大约68%的总公允价值集中在美国的四家公司:苹果公司(1204亿美元)、美国银行(313亿美元)、可口可乐(219亿美元)美国运通公司(183亿美元)。</p><p>今年以来,美股的价值股持续跑赢成长股,这也助推了巴菲特的财富逆势增长。据彭博社统计,今年以来,价值股的表现明显超过科技公司、标普500指数,跌幅为4.2%,而同期内,标普和科技股的跌幅分别达9.2%、15%。</p><p><b>巴菲特的“压舱石”</b></p><p>其实,从伯克希尔哈撒的投资组合不难看出,第一大重仓股—苹果成为了该公司资产的压舱石。</p><p>在业绩超预期的刺激下,苹果股价持续反弹,曾单日大涨近7%,创一年半最大涨幅,再度逼近历史新高。而在最新收盘日,其股价跌1.67%,总市值为2.8万亿美元,今年年内跌幅2.63%,跑赢了纳斯达克指数年内11.29%的跌幅。</p><p><img src=\"https://static.tigerbbs.com/977d1e3781a141d94c78d19ea922f426\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>据苹果披露的最新财报显示,2022财年第一季度(2021年第四季度)苹果的营收达1240亿美元,同比增长11.3%,超彭博一致预期的1191亿美元,为有史以来最高的单季营收;净利润达346.3亿美元,同比增长20%。</p><p>这一财季,除iPad外,苹果所有业务的销售额均超预期,iPhone、Mac电脑、可穿戴设备和服务都创出新高。</p><p>Canalys的数据显示,苹果在2021年第四季度的智能手机出货量占到全球总量的22%,全球第一。在中国市场,据Counerpoint的数据,苹果也在去年第四季度重回市场第一。</p><p>值得一提的是,2021年第四季度苹果公司毛利率达43.8%,同比增长4pct,超过彭博一致预期(41.9%)。其中,苹果公司软件业务毛利率提升至72.4%,已经站稳70%以上的水位。而最引入注意的是,在硬件业务毛利率,苹果硬件业务本季度毛利率达到了38.4%,苹果公司硬件端近6年来再次突破38%的大关。</p><p>回顾历史数据,巴菲特首次买入苹果股票的时间点是2016年,此后一路坚定持有,并不断加仓,目前一共持有8.87亿股苹果股票,超过了苹果流通股份的5%。自2016年至今,苹果股价累计涨幅超过600%,目前在伯克希尔哈撒韦的全部投资资产中,苹果股权的价值已经占到了40%,这也长期给伯克希尔哈撒的股价提供了有力的支撑。</p><p>巴菲特曾经详细介绍过买入苹果的逻辑:因为成千上百万的用户离不开苹果是不争的事实,苹果拥有数以亿计有购买力的用户,他们可以用iPhone来交易、学习或者干其他的事情,这已经成为了他们的生活习惯。</p><p>另外,伯克希尔的其他3只重仓股:美国银行、可口可乐、美国运通在2022年以来也都明显跑赢了美股大盘,年内涨幅分别达5.4%、3.3%、12.9%。</p><p><b>“女版巴菲特”遭遇最惨开局</b></p><p>“潮水退去才知道谁在裸泳”。</p><p>曾经被华尔街追捧的“科技女皇”、“女版巴菲特”凯西‧伍德,于2022年遭遇了最惨烈开局。</p><p>2022开年以来,伍德管理的旗舰基金方舟创新ETF(ARKK)出现了剧烈回撤。在美联储连续释放加息、缩表信号后,美股科技股全线暴跌,而伍德管理的基金几乎都是重仓押注科技股,自然损失惨重,ARKK曾出现了单日暴跌超7%的,创出成立以来单日最大跌幅。</p><p>截止目前,ARKK在2022年的累计跌幅已超过了26%,为该基金史上最糟糕的年度开局表现。</p><p><img src=\"https://static.tigerbbs.com/8168976b9a0dd261740308ff118b8ee1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>1月28日晚间,ARKK的成交价一度触及64.35美元,相比去年2月15日创下的高点(158.823美元),累计跌幅超59%,已经遭遇腰斩,一直坚持持有该基金的投资者损失惨重。</p><p>面对如此惨淡的业绩,资金正在抛弃“女版巴菲特”。据FactSet的数据显示,由于2022年以来的表现不佳,ARKK一度出现了2.8亿美元的净流出。但在遭遇持续下跌之后,涌现出了一些抄底资金,1月31日,投资者向方舟创新ETF(ARKK)投入了近2.94亿美元,使得该基金实现了净流入。</p><p>其实,市场资金于2021年已经开始逃离“女版巴菲特。2021年下半年,方舟投资的ETF管理资产累计净流失接近20亿美元,ARKG资金净流出超过10亿美元,ARKK资金净流出接近9亿美元。</p><p>这也给“女版巴菲特”带来了巨大的压力,其在一次采访中公开表示,从来没有经历过这样一个市场不断上涨,而方舟投资的策略却在下跌的时期,会进行自我反省,问自己‘是不是错过了什么?’。</p><p>在鼎盛时期,伍德掌管的方舟投资管理总规模一度突破500亿美元(约合人民币3233亿元),跻身华尔街顶流阵营。</p><p>如今有多落寞,曾经就有多辉煌。2020年,伍德掌管的方舟投资几乎是全球最炙手可热的基金公司,其中ARKK基金于2020年的年内最高回报率一度接近200%,成为了2020年表现最佳的十支美国ETF基金之一,伍德也因此获得了“女版巴菲特”、“科技女皇”的称号,被捧上华尔街“神坛”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>暴跌11000亿!全球十大富豪身家大缩水,啥情况?</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暴跌11000亿!全球十大富豪身家大缩水,啥情况?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-02-04 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>时间,才是检验“股神”最重要的标准。</p><p>2022年的第一个月,全球科技股遭遇一轮大跌,令全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。而“股神”沃伦·巴菲特的身家,却逆势增长了23.9亿美元,达到1113亿美元,是全球前10大富豪中唯一一位实现资产正增长的,一举超越了扎克伯格,成为美国第三大富豪。</p><p>这主要与其掌舵的伯克希尔哈撒韦的表现相关,2022年内的累计涨幅达4.85%,大幅跑赢同期的美股大盘。据伯克希尔的财报显示,该公司68%的公允价值都集中在美国的四家公司:苹果(1204亿美元)、美国银行(313亿美元)、可口可乐(219亿美元)美国运通(183亿美元),2022年1月表现坚挺,均明显跑赢了美股大盘。</p><p>而重仓押注科技股的“女版巴菲特”凯西‧伍德却没有那么幸运,面对科技股的集体大跌,其管理的ARKK基金在2022年的累计跌幅已超过了26%,成为该基金史上最糟糕的年度开局表现。</p><p>在全球主要央行加速收紧货币政策的影响下,周四美股三大指数集体大跌,其中纳指盘中跌幅接近4%,元宇宙巨头Meta也创下单日市值蒸发超2300亿美元的历史新纪录。这也意味着,进入2月份,多位富豪身家再进一步缩水。</p><p><b>巴菲特跻身美国第三大富豪</b></p><p>美联储的“潮水”逐渐退去的预期之下,全球股市于2022年1月遭遇动荡,尤其是美股的科技股出现了大幅回撤,使得硅谷富豪们的财富大幅缩水。</p><p>据彭博亿万富翁指数(Bloomberg billionaire Index)显示,由于2022年1月的美股大跌,全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。其中,扎克伯格的身家今年1月蒸发了152亿美元,全球首富埃隆·马斯克身家更是暴跌了541亿美元;亚马逊创始人贝索斯的身家也缩水了278亿美元,总身家跌至1640亿美元。</p><p><img src=\"https://static.tigerbbs.com/e3d96141f2a2c59a350732e2752cde28\" tg-width=\"1080\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图片来源:彭博社</p><p>自2022年1月1日以来,全球最富有的500人总计损失更是达到6350亿美元。主要原因是,美联储连续释放加息、缩表信号,导致实现风险偏好下降,资金对高估值的科技股进行了持续抛售,同时美国通胀率已达到了近40年来的最高水平。</p><p>但这似乎并未影响到“股神”沃伦·巴菲特,其是唯一一个在今年取得财富正增长的TOP10富豪,身家已超越扎克伯格,成为了美国第三大富豪。</p><p>据彭博社数据显示,2022年1月,巴菲特的身家逆势上涨了23.9亿美元,达到1113亿美元,排名彭博亿万富翁指数第六位。</p><p>截止美国时间2月3日收盘,伯克希尔哈撒韦A类股股价报47.25万美元,尽管当日录得1.45%的跌幅,但股价也已回升至历史新高附近,2022年内的累计涨幅达4.85%,大幅跑赢同期的美股大盘,目前伯克希尔的总市值已经超过了7000亿美元。</p><p><img src=\"https://static.tigerbbs.com/97955cb8a298cc2662eadb8a01623f47\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>具体到巴菲特的投资组合,据伯克希尔的2021年三季报显示,大约68%的总公允价值集中在美国的四家公司:苹果公司(1204亿美元)、美国银行(313亿美元)、可口可乐(219亿美元)美国运通公司(183亿美元)。</p><p>今年以来,美股的价值股持续跑赢成长股,这也助推了巴菲特的财富逆势增长。据彭博社统计,今年以来,价值股的表现明显超过科技公司、标普500指数,跌幅为4.2%,而同期内,标普和科技股的跌幅分别达9.2%、15%。</p><p><b>巴菲特的“压舱石”</b></p><p>其实,从伯克希尔哈撒的投资组合不难看出,第一大重仓股—苹果成为了该公司资产的压舱石。</p><p>在业绩超预期的刺激下,苹果股价持续反弹,曾单日大涨近7%,创一年半最大涨幅,再度逼近历史新高。而在最新收盘日,其股价跌1.67%,总市值为2.8万亿美元,今年年内跌幅2.63%,跑赢了纳斯达克指数年内11.29%的跌幅。</p><p><img src=\"https://static.tigerbbs.com/977d1e3781a141d94c78d19ea922f426\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>据苹果披露的最新财报显示,2022财年第一季度(2021年第四季度)苹果的营收达1240亿美元,同比增长11.3%,超彭博一致预期的1191亿美元,为有史以来最高的单季营收;净利润达346.3亿美元,同比增长20%。</p><p>这一财季,除iPad外,苹果所有业务的销售额均超预期,iPhone、Mac电脑、可穿戴设备和服务都创出新高。</p><p>Canalys的数据显示,苹果在2021年第四季度的智能手机出货量占到全球总量的22%,全球第一。在中国市场,据Counerpoint的数据,苹果也在去年第四季度重回市场第一。</p><p>值得一提的是,2021年第四季度苹果公司毛利率达43.8%,同比增长4pct,超过彭博一致预期(41.9%)。其中,苹果公司软件业务毛利率提升至72.4%,已经站稳70%以上的水位。而最引入注意的是,在硬件业务毛利率,苹果硬件业务本季度毛利率达到了38.4%,苹果公司硬件端近6年来再次突破38%的大关。</p><p>回顾历史数据,巴菲特首次买入苹果股票的时间点是2016年,此后一路坚定持有,并不断加仓,目前一共持有8.87亿股苹果股票,超过了苹果流通股份的5%。自2016年至今,苹果股价累计涨幅超过600%,目前在伯克希尔哈撒韦的全部投资资产中,苹果股权的价值已经占到了40%,这也长期给伯克希尔哈撒的股价提供了有力的支撑。</p><p>巴菲特曾经详细介绍过买入苹果的逻辑:因为成千上百万的用户离不开苹果是不争的事实,苹果拥有数以亿计有购买力的用户,他们可以用iPhone来交易、学习或者干其他的事情,这已经成为了他们的生活习惯。</p><p>另外,伯克希尔的其他3只重仓股:美国银行、可口可乐、美国运通在2022年以来也都明显跑赢了美股大盘,年内涨幅分别达5.4%、3.3%、12.9%。</p><p><b>“女版巴菲特”遭遇最惨开局</b></p><p>“潮水退去才知道谁在裸泳”。</p><p>曾经被华尔街追捧的“科技女皇”、“女版巴菲特”凯西‧伍德,于2022年遭遇了最惨烈开局。</p><p>2022开年以来,伍德管理的旗舰基金方舟创新ETF(ARKK)出现了剧烈回撤。在美联储连续释放加息、缩表信号后,美股科技股全线暴跌,而伍德管理的基金几乎都是重仓押注科技股,自然损失惨重,ARKK曾出现了单日暴跌超7%的,创出成立以来单日最大跌幅。</p><p>截止目前,ARKK在2022年的累计跌幅已超过了26%,为该基金史上最糟糕的年度开局表现。</p><p><img src=\"https://static.tigerbbs.com/8168976b9a0dd261740308ff118b8ee1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>1月28日晚间,ARKK的成交价一度触及64.35美元,相比去年2月15日创下的高点(158.823美元),累计跌幅超59%,已经遭遇腰斩,一直坚持持有该基金的投资者损失惨重。</p><p>面对如此惨淡的业绩,资金正在抛弃“女版巴菲特”。据FactSet的数据显示,由于2022年以来的表现不佳,ARKK一度出现了2.8亿美元的净流出。但在遭遇持续下跌之后,涌现出了一些抄底资金,1月31日,投资者向方舟创新ETF(ARKK)投入了近2.94亿美元,使得该基金实现了净流入。</p><p>其实,市场资金于2021年已经开始逃离“女版巴菲特。2021年下半年,方舟投资的ETF管理资产累计净流失接近20亿美元,ARKG资金净流出超过10亿美元,ARKK资金净流出接近9亿美元。</p><p>这也给“女版巴菲特”带来了巨大的压力,其在一次采访中公开表示,从来没有经历过这样一个市场不断上涨,而方舟投资的策略却在下跌的时期,会进行自我反省,问自己‘是不是错过了什么?’。</p><p>在鼎盛时期,伍德掌管的方舟投资管理总规模一度突破500亿美元(约合人民币3233亿元),跻身华尔街顶流阵营。</p><p>如今有多落寞,曾经就有多辉煌。2020年,伍德掌管的方舟投资几乎是全球最炙手可热的基金公司,其中ARKK基金于2020年的年内最高回报率一度接近200%,成为了2020年表现最佳的十支美国ETF基金之一,伍德也因此获得了“女版巴菲特”、“科技女皇”的称号,被捧上华尔街“神坛”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e075fbad8ca5b1d367e0cce50713828b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129770228","content_text":"时间,才是检验“股神”最重要的标准。2022年的第一个月,全球科技股遭遇一轮大跌,令全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。而“股神”沃伦·巴菲特的身家,却逆势增长了23.9亿美元,达到1113亿美元,是全球前10大富豪中唯一一位实现资产正增长的,一举超越了扎克伯格,成为美国第三大富豪。这主要与其掌舵的伯克希尔哈撒韦的表现相关,2022年内的累计涨幅达4.85%,大幅跑赢同期的美股大盘。据伯克希尔的财报显示,该公司68%的公允价值都集中在美国的四家公司:苹果(1204亿美元)、美国银行(313亿美元)、可口可乐(219亿美元)美国运通(183亿美元),2022年1月表现坚挺,均明显跑赢了美股大盘。而重仓押注科技股的“女版巴菲特”凯西‧伍德却没有那么幸运,面对科技股的集体大跌,其管理的ARKK基金在2022年的累计跌幅已超过了26%,成为该基金史上最糟糕的年度开局表现。在全球主要央行加速收紧货币政策的影响下,周四美股三大指数集体大跌,其中纳指盘中跌幅接近4%,元宇宙巨头Meta也创下单日市值蒸发超2300亿美元的历史新纪录。这也意味着,进入2月份,多位富豪身家再进一步缩水。巴菲特跻身美国第三大富豪美联储的“潮水”逐渐退去的预期之下,全球股市于2022年1月遭遇动荡,尤其是美股的科技股出现了大幅回撤,使得硅谷富豪们的财富大幅缩水。据彭博亿万富翁指数(Bloomberg billionaire Index)显示,由于2022年1月的美股大跌,全球最富有的10大富豪的财富总计缩水了1730亿美元(约合人民币11000亿元)。其中,扎克伯格的身家今年1月蒸发了152亿美元,全球首富埃隆·马斯克身家更是暴跌了541亿美元;亚马逊创始人贝索斯的身家也缩水了278亿美元,总身家跌至1640亿美元。图片来源:彭博社自2022年1月1日以来,全球最富有的500人总计损失更是达到6350亿美元。主要原因是,美联储连续释放加息、缩表信号,导致实现风险偏好下降,资金对高估值的科技股进行了持续抛售,同时美国通胀率已达到了近40年来的最高水平。但这似乎并未影响到“股神”沃伦·巴菲特,其是唯一一个在今年取得财富正增长的TOP10富豪,身家已超越扎克伯格,成为了美国第三大富豪。据彭博社数据显示,2022年1月,巴菲特的身家逆势上涨了23.9亿美元,达到1113亿美元,排名彭博亿万富翁指数第六位。截止美国时间2月3日收盘,伯克希尔哈撒韦A类股股价报47.25万美元,尽管当日录得1.45%的跌幅,但股价也已回升至历史新高附近,2022年内的累计涨幅达4.85%,大幅跑赢同期的美股大盘,目前伯克希尔的总市值已经超过了7000亿美元。具体到巴菲特的投资组合,据伯克希尔的2021年三季报显示,大约68%的总公允价值集中在美国的四家公司:苹果公司(1204亿美元)、美国银行(313亿美元)、可口可乐(219亿美元)美国运通公司(183亿美元)。今年以来,美股的价值股持续跑赢成长股,这也助推了巴菲特的财富逆势增长。据彭博社统计,今年以来,价值股的表现明显超过科技公司、标普500指数,跌幅为4.2%,而同期内,标普和科技股的跌幅分别达9.2%、15%。巴菲特的“压舱石”其实,从伯克希尔哈撒的投资组合不难看出,第一大重仓股—苹果成为了该公司资产的压舱石。在业绩超预期的刺激下,苹果股价持续反弹,曾单日大涨近7%,创一年半最大涨幅,再度逼近历史新高。而在最新收盘日,其股价跌1.67%,总市值为2.8万亿美元,今年年内跌幅2.63%,跑赢了纳斯达克指数年内11.29%的跌幅。据苹果披露的最新财报显示,2022财年第一季度(2021年第四季度)苹果的营收达1240亿美元,同比增长11.3%,超彭博一致预期的1191亿美元,为有史以来最高的单季营收;净利润达346.3亿美元,同比增长20%。这一财季,除iPad外,苹果所有业务的销售额均超预期,iPhone、Mac电脑、可穿戴设备和服务都创出新高。Canalys的数据显示,苹果在2021年第四季度的智能手机出货量占到全球总量的22%,全球第一。在中国市场,据Counerpoint的数据,苹果也在去年第四季度重回市场第一。值得一提的是,2021年第四季度苹果公司毛利率达43.8%,同比增长4pct,超过彭博一致预期(41.9%)。其中,苹果公司软件业务毛利率提升至72.4%,已经站稳70%以上的水位。而最引入注意的是,在硬件业务毛利率,苹果硬件业务本季度毛利率达到了38.4%,苹果公司硬件端近6年来再次突破38%的大关。回顾历史数据,巴菲特首次买入苹果股票的时间点是2016年,此后一路坚定持有,并不断加仓,目前一共持有8.87亿股苹果股票,超过了苹果流通股份的5%。自2016年至今,苹果股价累计涨幅超过600%,目前在伯克希尔哈撒韦的全部投资资产中,苹果股权的价值已经占到了40%,这也长期给伯克希尔哈撒的股价提供了有力的支撑。巴菲特曾经详细介绍过买入苹果的逻辑:因为成千上百万的用户离不开苹果是不争的事实,苹果拥有数以亿计有购买力的用户,他们可以用iPhone来交易、学习或者干其他的事情,这已经成为了他们的生活习惯。另外,伯克希尔的其他3只重仓股:美国银行、可口可乐、美国运通在2022年以来也都明显跑赢了美股大盘,年内涨幅分别达5.4%、3.3%、12.9%。“女版巴菲特”遭遇最惨开局“潮水退去才知道谁在裸泳”。曾经被华尔街追捧的“科技女皇”、“女版巴菲特”凯西‧伍德,于2022年遭遇了最惨烈开局。2022开年以来,伍德管理的旗舰基金方舟创新ETF(ARKK)出现了剧烈回撤。在美联储连续释放加息、缩表信号后,美股科技股全线暴跌,而伍德管理的基金几乎都是重仓押注科技股,自然损失惨重,ARKK曾出现了单日暴跌超7%的,创出成立以来单日最大跌幅。截止目前,ARKK在2022年的累计跌幅已超过了26%,为该基金史上最糟糕的年度开局表现。1月28日晚间,ARKK的成交价一度触及64.35美元,相比去年2月15日创下的高点(158.823美元),累计跌幅超59%,已经遭遇腰斩,一直坚持持有该基金的投资者损失惨重。面对如此惨淡的业绩,资金正在抛弃“女版巴菲特”。据FactSet的数据显示,由于2022年以来的表现不佳,ARKK一度出现了2.8亿美元的净流出。但在遭遇持续下跌之后,涌现出了一些抄底资金,1月31日,投资者向方舟创新ETF(ARKK)投入了近2.94亿美元,使得该基金实现了净流入。其实,市场资金于2021年已经开始逃离“女版巴菲特。2021年下半年,方舟投资的ETF管理资产累计净流失接近20亿美元,ARKG资金净流出超过10亿美元,ARKK资金净流出接近9亿美元。这也给“女版巴菲特”带来了巨大的压力,其在一次采访中公开表示,从来没有经历过这样一个市场不断上涨,而方舟投资的策略却在下跌的时期,会进行自我反省,问自己‘是不是错过了什么?’。在鼎盛时期,伍德掌管的方舟投资管理总规模一度突破500亿美元(约合人民币3233亿元),跻身华尔街顶流阵营。如今有多落寞,曾经就有多辉煌。2020年,伍德掌管的方舟投资几乎是全球最炙手可热的基金公司,其中ARKK基金于2020年的年内最高回报率一度接近200%,成为了2020年表现最佳的十支美国ETF基金之一,伍德也因此获得了“女版巴菲特”、“科技女皇”的称号,被捧上华尔街“神坛”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091501138,"gmtCreate":1643891146574,"gmtModify":1676533868198,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"htmlText":"🥶","listText":"🥶","text":"🥶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091501138","repostId":"1179820621","repostType":4,"repost":{"id":"1179820621","kind":"news","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":1643880114,"share":"https://ttm.financial/m/news/1179820621?lang=&edition=fundamental","pubTime":"2022-02-03 17:21","market":"us","language":"zh","title":"盘前异动:纳指期货跌近2%,Meta拖累科技股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1179820621","media":"老虎资讯综合","summary":"2月3日(周四),美股三大指数期货集体下跌,纳指期货跌近2%!Meta Platforms盘前大跌20%,财报表现不及预期,遭多家投行下调其目标价。受其拖累,Snap盘前跌超14%,Twitter跌8","content":"<html><head></head><body><p>2月3日(周四),美股三大指数期货集体下跌,纳指期货跌近2%!</p><p><img src=\"https://static.tigerbbs.com/a981233d984a07402e21072d660b4938\" tg-width=\"704\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>盘前大跌20%,财报表现不及预期,遭多家投行下调其目标价。受其拖累,Snap盘前跌超14%,<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>跌8%。</p><p>美股科技股盘前普跌,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌超3%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌超1%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌1.7%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.76%。</p><p>新能源车盘前普跌,Rivian跌近4%,Lucid Group跌3.5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近3.5%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近3%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.2%,Nikola跌1.6%。</p><p><a href=\"https://laohu8.com/S/SPOT\">Spotify</a>盘前跌近10%,四季度录得亏损,新增用户指引不及预期。</p><p><a href=\"https://laohu8.com/S/TMUS\">T-Mobile</a>盘前涨超7%。财报显示,T-Mobile 2021年Q4实现营收207.85亿美元,前值为203.41亿美元,预期值为210.9亿美元,比市场预期低1.45%;每股收益为0.34美元,前值为0.60美元,预期值为0.18美元,超出市场预期88.89%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动:纳指期货跌近2%,Meta拖累科技股普跌</title>\n<style 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17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月3日(周四),美股三大指数期货集体下跌,纳指期货跌近2%!</p><p><img src=\"https://static.tigerbbs.com/a981233d984a07402e21072d660b4938\" tg-width=\"704\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>盘前大跌20%,财报表现不及预期,遭多家投行下调其目标价。受其拖累,Snap盘前跌超14%,<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>跌8%。</p><p>美股科技股盘前普跌,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌超3%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌超1%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌1.7%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.76%。</p><p>新能源车盘前普跌,Rivian跌近4%,Lucid Group跌3.5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近3.5%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近3%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.2%,Nikola跌1.6%。</p><p><a href=\"https://laohu8.com/S/SPOT\">Spotify</a>盘前跌近10%,四季度录得亏损,新增用户指引不及预期。</p><p><a href=\"https://laohu8.com/S/TMUS\">T-Mobile</a>盘前涨超7%。财报显示,T-Mobile 2021年Q4实现营收207.85亿美元,前值为203.41亿美元,预期值为210.9亿美元,比市场预期低1.45%;每股收益为0.34美元,前值为0.60美元,预期值为0.18美元,超出市场预期88.89%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179820621","content_text":"2月3日(周四),美股三大指数期货集体下跌,纳指期货跌近2%!Meta Platforms盘前大跌20%,财报表现不及预期,遭多家投行下调其目标价。受其拖累,Snap盘前跌超14%,Twitter跌8%。美股科技股盘前普跌,亚马逊跌超3%,微软跌超1%,奈飞跌1.7%,苹果跌0.76%。新能源车盘前普跌,Rivian跌近4%,Lucid Group跌3.5%,蔚来跌近3.5%,小鹏汽车跌超3%,理想汽车跌近3%,特斯拉跌2.2%,Nikola跌1.6%。Spotify盘前跌近10%,四季度录得亏损,新增用户指引不及预期。T-Mobile盘前涨超7%。财报显示,T-Mobile 2021年Q4实现营收207.85亿美元,前值为203.41亿美元,预期值为210.9亿美元,比市场预期低1.45%;每股收益为0.34美元,前值为0.60美元,预期值为0.18美元,超出市场预期88.89%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}