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STL001
2023-08-16
[微笑][微笑]
FOMC会议纪要恐再掀波澜！一众鹰派或将转鸽？
STL001
2023-08-16
[微笑]
@MaverickWealthBuilder:What Makes Sea The Most Disappointing Growth Stock?
STL001
2023-08-16
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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\">\nFOMC会议纪要恐再掀波澜！一众鹰派或将转鸽？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 15:15 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前，华尔街正押注美联储将在9月暂停加息，定于北京时间周四公布的美联储7月政策会议纪要将成为重中之重，交易员们将对其进行仔细研究，以寻找有关美联储下一步行动的线索，并了解美联储官员对美国经济实力的看法。外媒的经济学家预计，这份会议纪要将显示，只有少数官员赞成在今年剩余时间内保持利率稳定。经济学家Anna Wong和Stuart Paul表示，大多数美联储官员“可能保持谨慎乐观”，认为美国经济将实现...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55fecc7728f9935dcc0b4ffb3de1e4ed","relate_stocks":{".SPX":"S&P 500 Index","BK4077":"互动媒体与服务"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=119749&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359877405","content_text":"目前，华尔街正押注美联储将在9月暂停加息，定于北京时间周四公布的美联储7月政策会议纪要将成为重中之重，交易员们将对其进行仔细研究，以寻找有关美联储下一步行动的线索，并了解美联储官员对美国经济实力的看法。外媒的经济学家预计，这份会议纪要将显示，只有少数官员赞成在今年剩余时间内保持利率稳定。经济学家Anna Wong和Stuart Paul表示，大多数美联储官员“可能保持谨慎乐观”，认为美国经济将实现软着陆。他们写道：“FOMC中的少数人，即那些在7月之后支持保持利率保持稳定的官员，可能更担心信贷状况的恶化。从美联储主席鲍威尔在会后新闻发布会上略微温和的语气来看，他可能站在委员会中更鸽派的一边。”联邦基金利率已经高于核心通胀同比增速尽管最近的报告显示，劳动力市场强劲但正在降温，通胀率较一年前大幅下降，考虑到年通胀率仍远高于2%的目标，美联储官员在7月的会议上选择了加息25个基点，将联邦基金利率推至在5.25%至5.5%的区间，为22年来最高。美联储在6月暂停后决定加息，再加上官员们指出美国经济正以“温和”的速度增长，这表明美联储对经济的前景在最近几周有所增强。此外，美联储工作人员不再认为今年晚些时候会出现衰退。美联储主席鲍威尔在7月的新闻发布会上指出：“工作人员现在预测，从今年晚些时候开始，经济增长将明显放缓，但鉴于最近经济的弹性，他们不再预测经济衰退。”经济增长也没有放缓。根据对美国GDP的初步估计，美国经济第二季度增长2.4%，快于预期，超过了第一季度2%的增速。周二发布的7月份零售销售数据也延续了这一趋势，显示美国消费者上月的支出强于预期，尽管制造业活动仍在苦苦挣扎。有弹性的劳动力市场、稳定的工资增长、放缓的通胀和强劲的家庭财务状况正在帮助推动消费者支出。下一次FOMC会议定于9月19日至20日举行，届时将公布更多有关劳动力市场、通胀和其他经济指标的新数据。不过，经济学家和市场参与者认为，如果这些信号在未来几周内没有明显走强，美联储官员将选择再次暂停。根据期货合约，投资者目前预计今年不会再加息。芝商所的美联储观察工具显示，美联储在9月份维持基准利率不变的可能性为90.5%，其在11月加息的可能性为31.7%。美联储观察人士将仔细剖析鲍威尔将在杰克逊霍尔研讨会上发出的信号。此外，自7月议息会议以来，官员们的公开言论似乎表明，支撑美联储在过去一年半进行激进紧缩的强烈共识可能正开始减弱。费城联储主希拉克等一些官员暗示，美联储可能不需要继续加息。包括美联储理事鲍曼在内的其他人则持相反观点。虽然会议纪要可能会让人们对7月会议时委员会中的鹰鸽两派的相对规模有所了解，但此后公布的经济数据可能已经改变了他们的观点。外媒的经济学家特别指出，7月28日发布的就业成本指数显示大幅减速，8月3日发布的单位劳动力成本报告也显示增长速度放缓。他们写道：“这应该有助于限制人们对劳动力市场将进一步加剧通胀的担忧，因此，我们预计自7月会议以来，FOMC的情绪将变得更加温和。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555747725488,"gmtCreate":1692169558301,"gmtModify":1692170773535,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555747725488","repostId":"209254663278712","repostType":1,"repost":{"id":209254663278712,"gmtCreate":1692105369063,"gmtModify":1692105412959,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What Makes Sea The Most Disappointing Growth Stock?","htmlText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","listText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","text":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","images":[{"img":"https://static.tigerbbs.com/7683539e2a9f0ce24c4592ef50884997","width":"1775","height":"734"},{"img":"https://static.tigerbbs.com/1c7fd753a0c7c1542a646ca6f0bbc836","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/7a12774b1dd280823e8dcf3b850be55c","width":"750","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209254663278712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555516715064,"gmtCreate":1692169490983,"gmtModify":1692170767212,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"good ","listText":"good ","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555516715064","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":209557495640176,"gmtCreate":1692169984188,"gmtModify":1692170808627,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"[微笑][微笑]","listText":"[微笑][微笑]","text":"[微笑][微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209557495640176","repostId":"2359877405","repostType":2,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555747725488,"gmtCreate":1692169558301,"gmtModify":1692170773535,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555747725488","repostId":"209254663278712","repostType":1,"repost":{"id":209254663278712,"gmtCreate":1692105369063,"gmtModify":1692105412959,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What Makes Sea The Most Disappointing Growth Stock?","htmlText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","listText":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? <a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a> ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","text":"Why did Sea collapse again? Who applied the pressure? Is there still hope for valuation? $Sea Ltd(SE)$ ‘s Q2 2023 earning made the stock plummeted 10% in pre-market trading. Despite the profit indicators slightly exceeding market expectations, the main gaming and e-commerce revenue fell short, and there was no guidance for the next quarter, leading investors to doubt its business growth capabilities and the potential for profit margin improvement. We believeThe company deliberately signaled \"profit margin indicators\" to the market. However, profit margin is merely a new expectation in the market, a promise for the company to improve the \"burn money for scale\" model in the era of high inflation, without giving up the expectation of \"high growth\" for","images":[{"img":"https://static.tigerbbs.com/7683539e2a9f0ce24c4592ef50884997","width":"1775","height":"734"},{"img":"https://static.tigerbbs.com/1c7fd753a0c7c1542a646ca6f0bbc836","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/7a12774b1dd280823e8dcf3b850be55c","width":"750","height":"450"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209254663278712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209555516715064,"gmtCreate":1692169490983,"gmtModify":1692170767212,"author":{"id":"3558353319896849","authorId":"3558353319896849","name":"STL001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558353319896849","authorIdStr":"3558353319896849"},"themes":[],"htmlText":"good ","listText":"good ","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209555516715064","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
