lin lin personal page - To The Moon

lin lin

lin lin

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01-12

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01-12

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@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

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2023-12-31

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2023-12-26

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id=\"id_21200506\">7月31日—8月4日当周的主要财经关注点</h2><blockquote><strong>宏观经济事件及数据：</strong></blockquote><blockquote>中国7月官方/财新制造业PMI、美国7月非农就业数据、ADP就业人数、美国7月PMI、欧元区7月CPI。</blockquote><blockquote><strong>美联储动态：</strong></blockquote><blockquote>2023年FOMC票委、芝加哥联储主席古尔斯比发表讲话；2024年FOMC票委、里奇蒙德联储主席巴尔金就经济发表讲话。</blockquote><blockquote><strong>重点财报：</strong></blockquote><blockquote>苹果、亚马逊、AMD、高通发布财报。</blockquote><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12b1cc9fd1173a01c34f6caf15b507d8\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cf38bb45b3cccfce8e25feaa1bc074\" title=\"\" tg-width=\"2044\" tg-height=\"1458\"/></p><h2 id=\"id_4165805871\">上周重点财报回顾</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0294f6ddc8d216df3f43051f2cf3045\" title=\"\" tg-width=\"903\" tg-height=\"859\"/></p><h2 id=\"id_2850997699\">重点事件、数据、财报</h2><h2 id=\"id_2433629747\" style=\"text-align: justify;\">7月31日 周一</h2><p><strong>重点数据：</strong>中国7月官方制造业PMI、非制造业PMI、综合PMI；美国7月芝加哥PMI、7月达拉斯联储商业活动指数。</p><p style=\"text-align: justify;\"><strong>财报方面，</strong>安森美半导体将于美股盘前公布业绩，百胜中国将于美股盘后公布业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a176b8b034f1edcb07c5e0ca9de382b\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><h2 id=\"id_1034316907\" style=\"text-align: justify;\">8月1日 周二</h2><p style=\"text-align: justify;\"><strong>经济数据方面，</strong>周二将陆续公布<strong>中国7月财新制造业PMI、美国7月Markit制造业PMI终值</strong>等数据。</p><p style=\"text-align: justify;\"><strong>财报方面，汇丰控股、AMD公布业绩</strong>。</p><blockquote>据彭博，市场预期AMD 2023年第二季度经调整营业收入53.24亿美元；预期经调整净利润9.27亿美元。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4b520817e65c4e2f90d99f45962f06e\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><p></p><h2 id=\"id_676181009\" style=\"text-align: justify;\">8月2日 周三</h2><p style=\"text-align: justify;\"><strong>经济数据方面，</strong>美国将公布<strong>7月ADP就业人数</strong>。</p><blockquote>ADP首席经济学家Nela Richardson表示，面向消费者的服务业6月份表现强劲，推动就业增长高于预期。但在这些行业，工资增长继续放缓，招聘可能在经历了周期后期的飙升后达到顶峰。8月2日，美国将公布7月ADP就业人数，有望继续大增。 </blockquote><p style=\"text-align: justify;\"><strong>财报方面，Shopify、高通、西方石油公布业绩</strong>。</p><blockquote>根据高通此前第二财季财报的展望部分，预计第三财季营收81-89亿美元，美国通用会计准则下的每股收益预计为1.24-1.44美元，非美国通用会计准则下的每股收益预计为1.7-1.9美元。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73315e5e2db76909c547879e044e53b1\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><h2 id=\"id_581065326\" style=\"text-align: justify;\">8月3日 周四</h2><p style=\"text-align: justify;\"><strong>经济数据方面，中国7月财新服务业PMI、美国当周初请失业金人数</strong>等将陆续公布。</p><blockquote>过去一个多月以来，美国初请失业金人数一直在下降，表明美国就业市场仍具有弹性。8月3日，美国将公布截至7月29日当周初请失业金人数，市场认为有望进一步下降。</blockquote><p style=\"text-align: justify;\"><strong>财报方面，苹果、亚马逊、Coinbase、爱彼迎等公司均在盘后公布业绩。</strong></p><blockquote>据彭博，市场预期苹果2023财年第三季度经调整营业收入818.24亿美元；预期经调整净利润188.19亿美元。</blockquote><blockquote>市场预期亚马逊2023年第二季度经调整营业收入1313.28亿美元；预期经调整净利润73.75亿美元。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41601c9238db60bfa2a86d1393c17e94\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><p></p><h2 id=\"id_1116636304\" style=\"text-align: justify;\">8月4日 周五</h2><p style=\"text-align: justify;\"><strong>经济数据方面，</strong>美国将公布7月份的<strong>季调后非农就业人口</strong>以及<strong>失业率</strong>数据。</p><blockquote>美国6月非农新增就业20.9万人，远低于预期的22.5万人，由于5月份数据从33.9万人下修至30.6万人，6月新增就业人数创下2020年12月以来最低纪录。新增就业连续第14个月超过预期后，华尔街终于免遭被“打脸”。对于7月份的数据，市场预计美国7月非农新增就业18.4万，低于20.9万，失业率维持在3.6%不变。</blockquote><p style=\"text-align: justify;\"><strong>重点财报：</strong>电动车企Nikola的业绩情况值得关注。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/957e8746aa93372661737e370c44db11\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><p 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苹果、亚马逊财报重磅登场！美国7月非农数据即将揭晓\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\">2023-07-31 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_21200506\">7月31日—8月4日当周的主要财经关注点</h2><blockquote><strong>宏观经济事件及数据：</strong></blockquote><blockquote>中国7月官方/财新制造业PMI、美国7月非农就业数据、ADP就业人数、美国7月PMI、欧元区7月CPI。</blockquote><blockquote><strong>美联储动态：</strong></blockquote><blockquote>2023年FOMC票委、芝加哥联储主席古尔斯比发表讲话；2024年FOMC票委、里奇蒙德联储主席巴尔金就经济发表讲话。</blockquote><blockquote><strong>重点财报：</strong></blockquote><blockquote>苹果、亚马逊、AMD、高通发布财报。</blockquote><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12b1cc9fd1173a01c34f6caf15b507d8\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cf38bb45b3cccfce8e25feaa1bc074\" title=\"\" tg-width=\"2044\" tg-height=\"1458\"/></p><h2 id=\"id_4165805871\">上周重点财报回顾</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0294f6ddc8d216df3f43051f2cf3045\" title=\"\" tg-width=\"903\" tg-height=\"859\"/></p><h2 id=\"id_2850997699\">重点事件、数据、财报</h2><h2 id=\"id_2433629747\" style=\"text-align: justify;\">7月31日 周一</h2><p><strong>重点数据：</strong>中国7月官方制造业PMI、非制造业PMI、综合PMI；美国7月芝加哥PMI、7月达拉斯联储商业活动指数。</p><p style=\"text-align: justify;\"><strong>财报方面，</strong>安森美半导体将于美股盘前公布业绩，百胜中国将于美股盘后公布业绩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a176b8b034f1edcb07c5e0ca9de382b\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><h2 id=\"id_1034316907\" style=\"text-align: justify;\">8月1日 周二</h2><p style=\"text-align: justify;\"><strong>经济数据方面，</strong>周二将陆续公布<strong>中国7月财新制造业PMI、美国7月Markit制造业PMI终值</strong>等数据。</p><p style=\"text-align: justify;\"><strong>财报方面，汇丰控股、AMD公布业绩</strong>。</p><blockquote>据彭博，市场预期AMD 2023年第二季度经调整营业收入53.24亿美元；预期经调整净利润9.27亿美元。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4b520817e65c4e2f90d99f45962f06e\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><p></p><h2 id=\"id_676181009\" style=\"text-align: justify;\">8月2日 周三</h2><p style=\"text-align: justify;\"><strong>经济数据方面，</strong>美国将公布<strong>7月ADP就业人数</strong>。</p><blockquote>ADP首席经济学家Nela Richardson表示，面向消费者的服务业6月份表现强劲，推动就业增长高于预期。但在这些行业，工资增长继续放缓，招聘可能在经历了周期后期的飙升后达到顶峰。8月2日，美国将公布7月ADP就业人数，有望继续大增。 </blockquote><p style=\"text-align: justify;\"><strong>财报方面，Shopify、高通、西方石油公布业绩</strong>。</p><blockquote>根据高通此前第二财季财报的展望部分，预计第三财季营收81-89亿美元，美国通用会计准则下的每股收益预计为1.24-1.44美元，非美国通用会计准则下的每股收益预计为1.7-1.9美元。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73315e5e2db76909c547879e044e53b1\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><h2 id=\"id_581065326\" style=\"text-align: justify;\">8月3日 周四</h2><p style=\"text-align: justify;\"><strong>经济数据方面，中国7月财新服务业PMI、美国当周初请失业金人数</strong>等将陆续公布。</p><blockquote>过去一个多月以来，美国初请失业金人数一直在下降，表明美国就业市场仍具有弹性。8月3日，美国将公布截至7月29日当周初请失业金人数，市场认为有望进一步下降。</blockquote><p style=\"text-align: justify;\"><strong>财报方面，苹果、亚马逊、Coinbase、爱彼迎等公司均在盘后公布业绩。</strong></p><blockquote>据彭博，市场预期苹果2023财年第三季度经调整营业收入818.24亿美元；预期经调整净利润188.19亿美元。</blockquote><blockquote>市场预期亚马逊2023年第二季度经调整营业收入1313.28亿美元；预期经调整净利润73.75亿美元。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41601c9238db60bfa2a86d1393c17e94\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><p></p><h2 id=\"id_1116636304\" style=\"text-align: justify;\">8月4日 周五</h2><p style=\"text-align: justify;\"><strong>经济数据方面，</strong>美国将公布7月份的<strong>季调后非农就业人口</strong>以及<strong>失业率</strong>数据。</p><blockquote>美国6月非农新增就业20.9万人，远低于预期的22.5万人，由于5月份数据从33.9万人下修至30.6万人，6月新增就业人数创下2020年12月以来最低纪录。新增就业连续第14个月超过预期后，华尔街终于免遭被“打脸”。对于7月份的数据，市场预计美国7月非农新增就业18.4万，低于20.9万，失业率维持在3.6%不变。</blockquote><p style=\"text-align: justify;\"><strong>重点财报：</strong>电动车企Nikola的业绩情况值得关注。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/957e8746aa93372661737e370c44db11\" title=\"\" tg-width=\"722\" tg-height=\"687\"/></p><p style=\"text-align: justify;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100207536","content_text":"7月31日—8月4日当周的主要财经关注点宏观经济事件及数据：中国7月官方/财新制造业PMI、美国7月非农就业数据、ADP就业人数、美国7月PMI、欧元区7月CPI。美联储动态：2023年FOMC票委、芝加哥联储主席古尔斯比发表讲话；2024年FOMC票委、里奇蒙德联储主席巴尔金就经济发表讲话。重点财报：苹果、亚马逊、AMD、高通发布财报。上周重点财报回顾重点事件、数据、财报7月31日 周一重点数据：中国7月官方制造业PMI、非制造业PMI、综合PMI；美国7月芝加哥PMI、7月达拉斯联储商业活动指数。财报方面，安森美半导体将于美股盘前公布业绩，百胜中国将于美股盘后公布业绩。8月1日 周二经济数据方面，周二将陆续公布中国7月财新制造业PMI、美国7月Markit制造业PMI终值等数据。财报方面，汇丰控股、AMD公布业绩。据彭博，市场预期AMD 2023年第二季度经调整营业收入53.24亿美元；预期经调整净利润9.27亿美元。8月2日 周三经济数据方面，美国将公布7月ADP就业人数。ADP首席经济学家Nela Richardson表示，面向消费者的服务业6月份表现强劲，推动就业增长高于预期。但在这些行业，工资增长继续放缓，招聘可能在经历了周期后期的飙升后达到顶峰。8月2日，美国将公布7月ADP就业人数，有望继续大增。 财报方面，Shopify、高通、西方石油公布业绩。根据高通此前第二财季财报的展望部分，预计第三财季营收81-89亿美元，美国通用会计准则下的每股收益预计为1.24-1.44美元，非美国通用会计准则下的每股收益预计为1.7-1.9美元。8月3日 周四经济数据方面，中国7月财新服务业PMI、美国当周初请失业金人数等将陆续公布。过去一个多月以来，美国初请失业金人数一直在下降，表明美国就业市场仍具有弹性。8月3日，美国将公布截至7月29日当周初请失业金人数，市场认为有望进一步下降。财报方面，苹果、亚马逊、Coinbase、爱彼迎等公司均在盘后公布业绩。据彭博，市场预期苹果2023财年第三季度经调整营业收入818.24亿美元；预期经调整净利润188.19亿美元。市场预期亚马逊2023年第二季度经调整营业收入1313.28亿美元；预期经调整净利润73.75亿美元。8月4日 周五经济数据方面，美国将公布7月份的季调后非农就业人口以及失业率数据。美国6月非农新增就业20.9万人，远低于预期的22.5万人，由于5月份数据从33.9万人下修至30.6万人，6月新增就业人数创下2020年12月以来最低纪录。新增就业连续第14个月超过预期后，华尔街终于免遭被“打脸”。对于7月份的数据，市场预计美国7月非农新增就业18.4万，低于20.9万，失业率维持在3.6%不变。重点财报：电动车企Nikola的业绩情况值得关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238345955848328,"gmtCreate":1699225484369,"gmtModify":1699225488573,"author":{"id":"3558388466900715","authorId":"3558388466900715","name":"lin 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