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一大片天空
09-04
$蔚来(NIO.SI)$
一大片天空
01-22
$阿里巴巴-SW(09988)$
一大片天空
01-16
$蔚来(NIO.SI)$
一大片天空
2022-12-29
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@经济观察报:山東、山西省委主要負責同志職務調整
一大片天空
2021-08-27
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昨夜今晨:鹰派联储打压风险偏好!美股终结连涨势头
一大片天空
2021-08-25
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昨夜今晨:纳指标普再攀新高!拼多多涨超22%
一大片天空
2021-08-21
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@旭阳特别帅:22萬美金覆盤
一大片天空
2021-06-17
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一大片天空
2021-06-15
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一大片天空
2021-06-12
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一大片天空
2021-06-10
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一大片天空
2021-06-09
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一大片天空
2021-06-07
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一大片天空
2021-06-06
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一大片天空
2021-06-04
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一大片天空
2021-06-03
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一大片天空
2021-06-02
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一大片天空
2021-05-30
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一大片天空
2021-05-26
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2021-05-21
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07:54","market":"us","language":"zh","title":"昨夜今晨:鹰派联储打压风险偏好!美股终结连涨势头","url":"https://stock-news.laohu8.com/highlight/detail?id=1119252074","media":"老虎资讯综合","summary":"摘要:①美股三大股指走势偏软,截至收盘,道指收跌0.54%;②热门中概股收盘多数走低,欢聚集团涨超6%;③杰克逊霍尔鹰派开局,卡普兰担心通胀上行催促下月公布计划,布拉德更进一步称应于一季度结束缩债;④","content":"<blockquote>\n 摘要:①美股三大股指走势偏软,截至收盘,道指收跌0.54%;②热门中概股收盘多数走低,欢聚集团涨超6%;③杰克逊霍尔鹰派开局,卡普兰担心通胀上行催促下月公布计划,布拉德更进一步称应于一季度结束缩债;④小鹏汽车因研发和销售费用激增亏损扩大 。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、标普、纳指自记录高位滑落</b></p>\n<p>周四在杰克逊霍尔举行的央行研讨会登场之际,数名美联储官员赞成缩减购债,美股三大股指走势偏软。交易员也在关注阿富汗局势的最新发展,这增加了市场的避险情绪。截至收盘,道指收跌0.54%,标普500指数收跌0.59%,纳指收跌幅0.64%。</p>\n<p><b>2、热门中概股周四收盘多数走低 <a href=\"https://laohu8.com/S/YY\">欢聚集团</a>涨超6%</b></p>\n<p>热门中概股周四收盘多数走低,欢聚集团涨超6%,此前报道称欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚时代私有化,估值可能达80亿美元。微博涨1.58%,京东涨1.18%,百度跌0.43%,网易跌0.75%,腾讯ADR跌1.53%,拼多多跌2.02%,阿里巴巴跌2.28%。</p>\n<p><a href=\"https://laohu8.com/S/JWEL\">聚好商城</a>涨超19%,雾芯科技涨近18%,<a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>涨超15%,<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜涨超7%,图森未来、欢聚集团涨超6%,<a href=\"https://laohu8.com/S/EM\">怪兽充电</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超5%,<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨近2%,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>涨超1%。</p>\n<p><b>3、欧洲股市全线收跌</b></p>\n<p>欧股周四全线收跌,呼应了全球市场情绪。眼下,投资者聚焦在怀俄明州杰克逊霍尔举行的央行研讨会,以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数收跌0.32%。其中基本资源类股领跌,跌幅1.5%,传媒类股逆市上涨0.5%。</p>\n<p><b>4、两大原油期货收跌结束三日连阳</b></p>\n<p>阿富汗局势持续动荡,加剧了市场的避险情绪。油价当日未能延续此前三个交易日以来的涨势。截至收盘,美国WTI原油10月原油期货收跌94美分,跌幅1.37%,报67.42美元/桶;布伦特10月期货收跌1.18美元,跌幅1.63%,报71.07美元/桶。</p>\n<p><b>5、多头无惧美联储“鹰”声 黄金一度逼近1800大关</b></p>\n<p>现货黄金在大幅回落后企稳,美元走强,因投资者期待美联储在杰克逊霍尔研讨会上就支持缩减经济支持的立场。</p>\n<p>美市尾盘,现货黄金收报1792.44美元/盎司,上涨1.44美元或0.08%,日内最高触及1798.26美元/盎司,最低触及1779.97美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲</b></p>\n<p>标普500指数在8月份已经有10天收盘创出纪录新高,但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升,并且已经高于五年平均水平。</p>\n<p><b>美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口</b></p>\n<p>美国第二季度经济增速略微上修,反映商业投资和出口比初步估计更为强劲。美国商务部周四公布的数据显示,第二季度经通胀调整的国内生产总值(GDP)折合年率增长6.6%,初值为增长6.5%。消费者支出增长11.9%。</p>\n<p><b>尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码</b></p>\n<p>在美联储一年一度的杰克逊霍尔研讨会召开前夕,两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐,尽管德尔塔毒株相关疫情带来了风险。</p>\n<p>堪萨斯城联储行长Esther George周三晚间接受采访时称:“我认为这没有改变我本人的考量,也就是说鉴于我们迄今所看到的进展,现在是时候开始进行这些调整了。”</p>\n<p><b>鲍威尔重磅讲话前日,美联储鹰派齐施压:缩减QE!</b></p>\n<p>周四,在美联储主席鲍威尔杰克逊霍尔重磅讲话前日,美联储几大鹰派官员发表讲话,核心要点就是美联储要缩减QE了,哪怕现在Delta病毒疫情严重,但尚未看到其对经济的影响。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>苹果开启“新闻合作伙伴计划” 将新闻出版商交给苹果的订阅分成砍半至15%</b></a></p>\n<p>苹果公司周四宣布,参与苹果新闻的新闻出版商将有资格将第一年交给苹果的应用内订阅分成从30%降至15%。“新闻合作伙伴计划”将要求新闻出版商同意以首选为苹果新闻的方式提供其出版内容,依照要求新闻出版商还需提供新闻有关的原始数据和信息。苹果新闻上的新闻出版商还需要是业内权威,周四开始可以在苹果公司的网站上申请加入该计划。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>福布斯宣布与SPAC合并 年底在纽交所上市</b></a></p>\n<p>据报道,历史悠久的美国商业新闻和信息出版商福布斯传媒今日宣布,计划通过与一家“特殊目的收购公司”合并的方式上市。福布斯称,将与Magnum Opus公司合并。扣除税收优惠后,这笔交易为公司价值约6.3亿美元(企业价值)。该交易预计于今年第四季度末或明年第一季度初完成。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>脸书在韩被罚超60亿韩元</b></a></p>\n<p>据韩国KBS网站报道,韩国个人信息保护委员会25日决定,对脸书和奈飞等三家企业共计征收约67亿韩元(约合3714万元人民币)的罚款,并要求三家公司采取更正措施。韩国个人信息保护委员会介绍称,脸书违法项目最多,共达6项。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors任命新CEO 股价暴涨超30%</b></a></p>\n<p>美东时间周四盘前,电动卡车初创企业Lordstown Motors宣布,盖瑞特涡轮现任董事长Daniel Niinivaggi将担任Lordstown首席执行官一职。受此消息提振,Lordstown开盘后股价大涨超30%。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>小鹏汽车亏损扩大 因研发和销售费用激增</b></a></p>\n<p>电动汽车初创企业小鹏汽车报告第二季度亏损超预期,因研发成本激增,且费用增加。该公司公告称,在截至6月30日的三个月净亏损11.9亿元人民币(1.84亿美元),上年同期为亏损1.46亿元。根据汇总的数据,分析师预期亏损8亿元人民币。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>巨头间的撕扯:为锁定苹果设备默认搜索引擎 谷歌今年得付150亿美元</b></a></p>\n<p>投行Bernstein分析师Toni Sacconaghi在本周发布的研报中表示,根据苹果提交的监管文件和针对谷歌流量采购付款的分析,2020财年谷歌向苹果支付的“买量”费用达到100亿美元,超过此前预期的80亿美元;而今年这一数字将达到150亿美元,贡献苹果服务业务营收增长达850个基点,占公司毛利近9%。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>戴尔Q2总净营收同比增长15%,调整后EBITDA同比增长7%</b></a></p>\n<p>美东时间8月26日周四美股盘后,<a href=\"https://laohu8.com/S/DELL\">戴尔</a>公布了2022财年第二季度财报。财报显示,Q2总净营收为261.22亿美元,同比增长15%;净利润为8.8亿美元,去年同期为10.99亿美元;摊薄后每股收益为1.05美元,去年同期为1.37美元。截至2022财年第二季度末,剩余履约价值(RPO)为460亿美元。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>惠普Q3营收低于预期,盘后股价跌逾2%</b></a></p>\n<p>美东时间8月26日(周四)美股盘后,<a href=\"https://laohu8.com/S/HPQ\">惠普</a>公布了2021财年第三季度业绩。财报显示,惠普(HPQ.US)Q3营收153亿美元,同比增长7%,低于市场预期的159亿美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:鹰派联储打压风险偏好!美股终结连涨势头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:鹰派联储打压风险偏好!美股终结连涨势头\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-27 07:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①美股三大股指走势偏软,截至收盘,道指收跌0.54%;②热门中概股收盘多数走低,欢聚集团涨超6%;③杰克逊霍尔鹰派开局,卡普兰担心通胀上行催促下月公布计划,布拉德更进一步称应于一季度结束缩债;④小鹏汽车因研发和销售费用激增亏损扩大 。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、标普、纳指自记录高位滑落</b></p>\n<p>周四在杰克逊霍尔举行的央行研讨会登场之际,数名美联储官员赞成缩减购债,美股三大股指走势偏软。交易员也在关注阿富汗局势的最新发展,这增加了市场的避险情绪。截至收盘,道指收跌0.54%,标普500指数收跌0.59%,纳指收跌幅0.64%。</p>\n<p><b>2、热门中概股周四收盘多数走低 <a href=\"https://laohu8.com/S/YY\">欢聚集团</a>涨超6%</b></p>\n<p>热门中概股周四收盘多数走低,欢聚集团涨超6%,此前报道称欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚时代私有化,估值可能达80亿美元。微博涨1.58%,京东涨1.18%,百度跌0.43%,网易跌0.75%,腾讯ADR跌1.53%,拼多多跌2.02%,阿里巴巴跌2.28%。</p>\n<p><a href=\"https://laohu8.com/S/JWEL\">聚好商城</a>涨超19%,雾芯科技涨近18%,<a href=\"https://laohu8.com/S/LKCO\">箩筐技术</a>涨超15%,<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜涨超7%,图森未来、欢聚集团涨超6%,<a href=\"https://laohu8.com/S/EM\">怪兽充电</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超5%,<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>涨近2%,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>涨超1%。</p>\n<p><b>3、欧洲股市全线收跌</b></p>\n<p>欧股周四全线收跌,呼应了全球市场情绪。眼下,投资者聚焦在怀俄明州杰克逊霍尔举行的央行研讨会,以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数收跌0.32%。其中基本资源类股领跌,跌幅1.5%,传媒类股逆市上涨0.5%。</p>\n<p><b>4、两大原油期货收跌结束三日连阳</b></p>\n<p>阿富汗局势持续动荡,加剧了市场的避险情绪。油价当日未能延续此前三个交易日以来的涨势。截至收盘,美国WTI原油10月原油期货收跌94美分,跌幅1.37%,报67.42美元/桶;布伦特10月期货收跌1.18美元,跌幅1.63%,报71.07美元/桶。</p>\n<p><b>5、多头无惧美联储“鹰”声 黄金一度逼近1800大关</b></p>\n<p>现货黄金在大幅回落后企稳,美元走强,因投资者期待美联储在杰克逊霍尔研讨会上就支持缩减经济支持的立场。</p>\n<p>美市尾盘,现货黄金收报1792.44美元/盎司,上涨1.44美元或0.08%,日内最高触及1798.26美元/盎司,最低触及1779.97美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲</b></p>\n<p>标普500指数在8月份已经有10天收盘创出纪录新高,但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升,并且已经高于五年平均水平。</p>\n<p><b>美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口</b></p>\n<p>美国第二季度经济增速略微上修,反映商业投资和出口比初步估计更为强劲。美国商务部周四公布的数据显示,第二季度经通胀调整的国内生产总值(GDP)折合年率增长6.6%,初值为增长6.5%。消费者支出增长11.9%。</p>\n<p><b>尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码</b></p>\n<p>在美联储一年一度的杰克逊霍尔研讨会召开前夕,两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐,尽管德尔塔毒株相关疫情带来了风险。</p>\n<p>堪萨斯城联储行长Esther George周三晚间接受采访时称:“我认为这没有改变我本人的考量,也就是说鉴于我们迄今所看到的进展,现在是时候开始进行这些调整了。”</p>\n<p><b>鲍威尔重磅讲话前日,美联储鹰派齐施压:缩减QE!</b></p>\n<p>周四,在美联储主席鲍威尔杰克逊霍尔重磅讲话前日,美联储几大鹰派官员发表讲话,核心要点就是美联储要缩减QE了,哪怕现在Delta病毒疫情严重,但尚未看到其对经济的影响。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2162501510\" target=\"_blank\"><b>苹果开启“新闻合作伙伴计划” 将新闻出版商交给苹果的订阅分成砍半至15%</b></a></p>\n<p>苹果公司周四宣布,参与苹果新闻的新闻出版商将有资格将第一年交给苹果的应用内订阅分成从30%降至15%。“新闻合作伙伴计划”将要求新闻出版商同意以首选为苹果新闻的方式提供其出版内容,依照要求新闻出版商还需提供新闻有关的原始数据和信息。苹果新闻上的新闻出版商还需要是业内权威,周四开始可以在苹果公司的网站上申请加入该计划。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2162101815\" target=\"_blank\"><b>福布斯宣布与SPAC合并 年底在纽交所上市</b></a></p>\n<p>据报道,历史悠久的美国商业新闻和信息出版商福布斯传媒今日宣布,计划通过与一家“特殊目的收购公司”合并的方式上市。福布斯称,将与Magnum Opus公司合并。扣除税收优惠后,这笔交易为公司价值约6.3亿美元(企业价值)。该交易预计于今年第四季度末或明年第一季度初完成。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2162109007\" target=\"_blank\"><b>脸书在韩被罚超60亿韩元</b></a></p>\n<p>据韩国KBS网站报道,韩国个人信息保护委员会25日决定,对脸书和奈飞等三家企业共计征收约67亿韩元(约合3714万元人民币)的罚款,并要求三家公司采取更正措施。韩国个人信息保护委员会介绍称,脸书违法项目最多,共达6项。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2162097145\" target=\"_blank\"><b>Lordstown Motors任命新CEO 股价暴涨超30%</b></a></p>\n<p>美东时间周四盘前,电动卡车初创企业Lordstown Motors宣布,盖瑞特涡轮现任董事长Daniel Niinivaggi将担任Lordstown首席执行官一职。受此消息提振,Lordstown开盘后股价大涨超30%。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2162333090\" target=\"_blank\"><b>小鹏汽车亏损扩大 因研发和销售费用激增</b></a></p>\n<p>电动汽车初创企业小鹏汽车报告第二季度亏损超预期,因研发成本激增,且费用增加。该公司公告称,在截至6月30日的三个月净亏损11.9亿元人民币(1.84亿美元),上年同期为亏损1.46亿元。根据汇总的数据,分析师预期亏损8亿元人民币。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2162219097\" target=\"_blank\"><b>巨头间的撕扯:为锁定苹果设备默认搜索引擎 谷歌今年得付150亿美元</b></a></p>\n<p>投行Bernstein分析师Toni Sacconaghi在本周发布的研报中表示,根据苹果提交的监管文件和针对谷歌流量采购付款的分析,2020财年谷歌向苹果支付的“买量”费用达到100亿美元,超过此前预期的80亿美元;而今年这一数字将达到150亿美元,贡献苹果服务业务营收增长达850个基点,占公司毛利近9%。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2162196740\" target=\"_blank\"><b>戴尔Q2总净营收同比增长15%,调整后EBITDA同比增长7%</b></a></p>\n<p>美东时间8月26日周四美股盘后,<a href=\"https://laohu8.com/S/DELL\">戴尔</a>公布了2022财年第二季度财报。财报显示,Q2总净营收为261.22亿美元,同比增长15%;净利润为8.8亿美元,去年同期为10.99亿美元;摊薄后每股收益为1.05美元,去年同期为1.37美元。截至2022财年第二季度末,剩余履约价值(RPO)为460亿美元。</p>\n<p><b>8、</b><a href=\"https://laohu8.com/NW/2162019696\" target=\"_blank\"><b>惠普Q3营收低于预期,盘后股价跌逾2%</b></a></p>\n<p>美东时间8月26日(周四)美股盘后,<a href=\"https://laohu8.com/S/HPQ\">惠普</a>公布了2021财年第三季度业绩。财报显示,惠普(HPQ.US)Q3营收153亿美元,同比增长7%,低于市场预期的159亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119252074","content_text":"摘要:①美股三大股指走势偏软,截至收盘,道指收跌0.54%;②热门中概股收盘多数走低,欢聚集团涨超6%;③杰克逊霍尔鹰派开局,卡普兰担心通胀上行催促下月公布计划,布拉德更进一步称应于一季度结束缩债;④小鹏汽车因研发和销售费用激增亏损扩大 。\n\n海外市场\n1、标普、纳指自记录高位滑落\n周四在杰克逊霍尔举行的央行研讨会登场之际,数名美联储官员赞成缩减购债,美股三大股指走势偏软。交易员也在关注阿富汗局势的最新发展,这增加了市场的避险情绪。截至收盘,道指收跌0.54%,标普500指数收跌0.59%,纳指收跌幅0.64%。\n2、热门中概股周四收盘多数走低 欢聚集团涨超6%\n热门中概股周四收盘多数走低,欢聚集团涨超6%,此前报道称欢聚集团董事长李学凌和小米集团创始人雷军计划将欢聚时代私有化,估值可能达80亿美元。微博涨1.58%,京东涨1.18%,百度跌0.43%,网易跌0.75%,腾讯ADR跌1.53%,拼多多跌2.02%,阿里巴巴跌2.28%。\n聚好商城涨超19%,雾芯科技涨近18%,箩筐技术涨超15%,叮咚买菜涨超7%,图森未来、欢聚集团涨超6%,怪兽充电、贝壳涨超5%,斗鱼涨近2%,微博、京东、前程无忧、金山云、猎豹移动涨超1%。\n3、欧洲股市全线收跌\n欧股周四全线收跌,呼应了全球市场情绪。眼下,投资者聚焦在怀俄明州杰克逊霍尔举行的央行研讨会,以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数收跌0.32%。其中基本资源类股领跌,跌幅1.5%,传媒类股逆市上涨0.5%。\n4、两大原油期货收跌结束三日连阳\n阿富汗局势持续动荡,加剧了市场的避险情绪。油价当日未能延续此前三个交易日以来的涨势。截至收盘,美国WTI原油10月原油期货收跌94美分,跌幅1.37%,报67.42美元/桶;布伦特10月期货收跌1.18美元,跌幅1.63%,报71.07美元/桶。\n5、多头无惧美联储“鹰”声 黄金一度逼近1800大关\n现货黄金在大幅回落后企稳,美元走强,因投资者期待美联储在杰克逊霍尔研讨会上就支持缩减经济支持的立场。\n美市尾盘,现货黄金收报1792.44美元/盎司,上涨1.44美元或0.08%,日内最高触及1798.26美元/盎司,最低触及1779.97美元/盎司。\n国际宏观\n尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲\n标普500指数在8月份已经有10天收盘创出纪录新高,但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升,并且已经高于五年平均水平。\n美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口\n美国第二季度经济增速略微上修,反映商业投资和出口比初步估计更为强劲。美国商务部周四公布的数据显示,第二季度经通胀调整的国内生产总值(GDP)折合年率增长6.6%,初值为增长6.5%。消费者支出增长11.9%。\n尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码\n在美联储一年一度的杰克逊霍尔研讨会召开前夕,两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐,尽管德尔塔毒株相关疫情带来了风险。\n堪萨斯城联储行长Esther George周三晚间接受采访时称:“我认为这没有改变我本人的考量,也就是说鉴于我们迄今所看到的进展,现在是时候开始进行这些调整了。”\n鲍威尔重磅讲话前日,美联储鹰派齐施压:缩减QE!\n周四,在美联储主席鲍威尔杰克逊霍尔重磅讲话前日,美联储几大鹰派官员发表讲话,核心要点就是美联储要缩减QE了,哪怕现在Delta病毒疫情严重,但尚未看到其对经济的影响。\n公司新闻\n1、苹果开启“新闻合作伙伴计划” 将新闻出版商交给苹果的订阅分成砍半至15%\n苹果公司周四宣布,参与苹果新闻的新闻出版商将有资格将第一年交给苹果的应用内订阅分成从30%降至15%。“新闻合作伙伴计划”将要求新闻出版商同意以首选为苹果新闻的方式提供其出版内容,依照要求新闻出版商还需提供新闻有关的原始数据和信息。苹果新闻上的新闻出版商还需要是业内权威,周四开始可以在苹果公司的网站上申请加入该计划。\n2、福布斯宣布与SPAC合并 年底在纽交所上市\n据报道,历史悠久的美国商业新闻和信息出版商福布斯传媒今日宣布,计划通过与一家“特殊目的收购公司”合并的方式上市。福布斯称,将与Magnum Opus公司合并。扣除税收优惠后,这笔交易为公司价值约6.3亿美元(企业价值)。该交易预计于今年第四季度末或明年第一季度初完成。\n3、脸书在韩被罚超60亿韩元\n据韩国KBS网站报道,韩国个人信息保护委员会25日决定,对脸书和奈飞等三家企业共计征收约67亿韩元(约合3714万元人民币)的罚款,并要求三家公司采取更正措施。韩国个人信息保护委员会介绍称,脸书违法项目最多,共达6项。\n4、Lordstown Motors任命新CEO 股价暴涨超30%\n美东时间周四盘前,电动卡车初创企业Lordstown Motors宣布,盖瑞特涡轮现任董事长Daniel Niinivaggi将担任Lordstown首席执行官一职。受此消息提振,Lordstown开盘后股价大涨超30%。\n5、小鹏汽车亏损扩大 因研发和销售费用激增\n电动汽车初创企业小鹏汽车报告第二季度亏损超预期,因研发成本激增,且费用增加。该公司公告称,在截至6月30日的三个月净亏损11.9亿元人民币(1.84亿美元),上年同期为亏损1.46亿元。根据汇总的数据,分析师预期亏损8亿元人民币。\n6、巨头间的撕扯:为锁定苹果设备默认搜索引擎 谷歌今年得付150亿美元\n投行Bernstein分析师Toni Sacconaghi在本周发布的研报中表示,根据苹果提交的监管文件和针对谷歌流量采购付款的分析,2020财年谷歌向苹果支付的“买量”费用达到100亿美元,超过此前预期的80亿美元;而今年这一数字将达到150亿美元,贡献苹果服务业务营收增长达850个基点,占公司毛利近9%。\n7、戴尔Q2总净营收同比增长15%,调整后EBITDA同比增长7%\n美东时间8月26日周四美股盘后,戴尔公布了2022财年第二季度财报。财报显示,Q2总净营收为261.22亿美元,同比增长15%;净利润为8.8亿美元,去年同期为10.99亿美元;摊薄后每股收益为1.05美元,去年同期为1.37美元。截至2022财年第二季度末,剩余履约价值(RPO)为460亿美元。\n8、惠普Q3营收低于预期,盘后股价跌逾2%\n美东时间8月26日(周四)美股盘后,惠普公布了2021财年第三季度业绩。财报显示,惠普(HPQ.US)Q3营收153亿美元,同比增长7%,低于市场预期的159亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837330710,"gmtCreate":1629856144630,"gmtModify":1676530153030,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560737092069272","authorIdStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。","listText":"。。。。。","text":"。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837330710","repostId":"1123533410","repostType":2,"repost":{"id":"1123533410","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":1629849620,"share":"https://ttm.financial/m/news/1123533410?lang=&edition=fundamental","pubTime":"2021-08-25 08:00","market":"us","language":"zh","title":"昨夜今晨:纳指标普再攀新高!拼多多涨超22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123533410","media":"老虎资讯综合","summary":"摘要:①纳指、标普盘中续创新高;②热门中概股收盘普遍上扬,拼多多大涨超22%,教育股强劲反弹;③两大原油期货延续涨势,布油重回70美元关口;④库克掌舵苹果公司十年,市值接近2.5万亿美元。\n\n海外市场","content":"<blockquote>\n 摘要:①纳指、标普盘中续创新高;②热门中概股收盘普遍上扬,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨超22%,教育股强劲反弹;③两大原油期货延续涨势,布油重回70美元关口;④库克掌舵苹果公司十年,市值接近2.5万亿美元。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股收盘 第二季度财报季即将结束 纳指、标普盘中续创新高</b></p>\n<p>随着投资者对中国监管前景的看法越来越清晰,并买入近期遭受重创的股票,中概股领涨纳指。其中<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>等热门中概股造好,刺激纳指创新高。截至收盘,道指收涨0.09%,标普500指数收涨0.16%,纳指收涨0.52%。</p>\n<p><b>2、热门中概股周二收盘普遍上扬 拼多多大涨超22% 教育股强劲反弹</b></p>\n<p>热门中概股周二收盘普遍上扬,拼多多大涨超22%,此前公布的财报显示二季度营收230.5亿元,同比增长89%,月活用户数达7.385亿;<a href=\"https://laohu8.com/S/JD\">京东</a>涨超14%,此前公布的财报超出市场预期,并获ARK基金出手增持<b>;</b>教育股强劲反弹。</p>\n<p>热门中概股三日接连跑赢大盘,中概ETF KWEB和CQQQ分别收涨近11%和近6%。电商股中,拼多多收涨逾22%,京东涨超14%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨逾10%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超6%;教育股中,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超26%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨逾19%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超16%。纳斯达克100的成份股<a href=\"https://laohu8.com/S/NTES\">网易</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>分别收涨近9%和逾8%。<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨超9%。</p>\n<p><b>3、欧企今年美国IPO规模创逾20年新高 欧股收盘涨跌不一</b></p>\n<p>欧股周二收盘涨跌互现,尾盘回吐了稍早的涨幅。投资者将关注本周在怀俄明州杰克逊霍尔举行的央行研讨会,以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数接近平收,小幅下挫0.09点,跌幅0.02%,报471.79点。</p>\n<p><b>4、两大原油期货延续涨势 布油重回70美元关口</b></p>\n<p>由于风险情绪的升温,资金再度出逃具有避险属性的美元,美元指数跌破93,持于五日低点附近。截至收盘,美国WTI原油10月原油期货收涨1.90美元,涨幅2.89%,报67.54美元/桶;布伦特10月期货收涨2.30美元,涨幅3.34%,报71.05美元/桶。</p>\n<p><b>5、市场情绪悄然转变 黄金继续徘徊在1800上方</b></p>\n<p>金价在1800美元上方盘整,部分投资者押注近期新冠肺炎病例激增可能会促使美联储在杰克逊霍尔研讨会上不会宣布计划缩减经济支持规模。</p>\n<p>美市尾盘,现货黄金收报1802.36美元/盎司,下跌3.02美元或0.17%,日内最低触及1800.58美元/盎司,最高触及1809.50美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院投票采纳拜登支持的3.5万亿美元预算蓝图</b></p>\n<p>美国众议院周二投票采纳一项3.5万亿美元的预算决议蓝图,此前来自白宫的压力和议长南希·佩洛西的保证团结了陷入分歧的民主党人,从而使得总统乔·拜登的核心经济议程能够继续推进。此次220-212的投票结果暂时搁置了民主党内进步派和温和派之间的分歧。佩洛西正致力于推进上述预算决议和另一项5500亿美元的两党基建法案。</p>\n<p><b>2、比特币价格反弹之际 “巨鲸”们重返市场</b></p>\n<p>随着比特币价格的回升,该加密货币的大型投资者似乎正在增加头寸。据区块链公司Chainalysis的最新数据,自6月底以来,持有价值约5000万美元或以上比特币的加密货币账户的购买量稳步增加。随着比特币价格反弹至5万美元以上,这种看涨情绪一直持续到8月底。</p>\n<p><b>3、美国国债发行获海外资金热捧 需求升至纪录高位</b></p>\n<p>本月10年期美国国债发行的明细结果显示,海外资金的获配金额创下纪录新高。美国财政部周一公布的8月11日国债发行明细结果显示,在所发行的410亿美元债券中,外国和国际类别--其中包括外国官方机构--获配154亿美元,创下历史新高。他们38%的份额是十年来最大比例。</p>\n<p><b>4、美国7月新屋销售四个月来首次回升 价格同比上涨18.4%创新高</b></p>\n<p>美国7月新屋销售较6月增加1%,达到年化70.8万户,高于预期,6月大跌眼镜的新屋数据获得上修。7月新屋价格同比上涨18.4%,达到39.05万美元,创下历史最高。美国人口普查局周二公布的数据显示,美国7月新屋销售四个月来首次环比回升,较6月增加1%,达到年化70.8万户,高于预期的69.7万户,6月数值从67.6万户上修至70.1万户。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1123395647\" target=\"_blank\"><b>库克掌舵苹果公司十年:市值接近2.5万亿美元 前路挑战重重</b></a></p>\n<p>库克在正式接任苹果公司CEO之前一直是代理CEO,但他上任前的季度与当前销售额之间的差异凸显了苹果公司的规模扩大了多少。</p>\n<p>2011年第三财季,苹果公司报告的收入为285.7亿美元。今年,在同一季度和最近一个有数据可用的季度,苹果公司报告的收入为814亿美元——几乎是当年的三倍。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2162087248\" target=\"_blank\"><b>“Meme股票”再度暴涨!<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>飙升近37%</b></a></p>\n<p>“米姆股票”(meme stock)之王游戏驿站(GameStop)的股价上涨了30%以上,尽管市场一片平静,但一些散户投资者仍全力回归。</p>\n<p>这家视频游戏零售商的股价飙升了36.5%,至每股225美元,交易量很大。FactSet的数据显示,目前已有700多万股股票易手,是30天平均水平的3倍多。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2161815510\" target=\"_blank\"><b>日本最大银行<a href=\"https://laohu8.com/S/MTU\">三菱日联金融</a>集团加入华尔街的加薪大战</b></a></p>\n<p><a href=\"https://laohu8.com/S/MUFG\">三菱日联金融</a>集团加入到华尔街竞争对手行列,为在美国的初级银行家加薪,因对初级银行家的争夺日益激烈,让这家日本最大银行招人难度加大。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2162082184\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>再下一城:为提高疫苗产量 欧洲批准位于法国的新生产基地</b></a></p>\n<p>为应对新冠病毒感染率上升,欧洲药品监管机构(EMA)已批准为辉瑞-BioNTech和莫德纳的mRNA新冠疫苗提供新的生产基地,旨在提高这两种疫苗的产量。</p>\n<p>周一,美国食品药品管理局(FDA)宣布对辉瑞公司生产的新冠疫苗实行全面批准使用,适用年满16岁或以上的人群。这也是FDA批准全面使用的第一款疫苗。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2162820300\" target=\"_blank\"><b>航运业减排加速!全球航运“一哥”马士基订购首批大型碳中和船</b></a></p>\n<p>全球最大集装箱航运公司马士基“百尺竿头更进一步”,于8月24日周二宣布率先订购可由中国航行至欧洲或跨<a href=\"https://laohu8.com/S/601099\">太平洋</a>货运的大型碳中和船舶,为集装箱航运业的脱碳减排转型树立新标杆。每艘混动货轮最高装载1.6万个集装箱,每艘耗资1.75亿美元,预计2024年交付且下一年可选再交付四艘。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2162874000\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/VNET\">世纪互联</a>发布第二季度财报:净营收同比增长30.8%</b></a></p>\n<p>中国领先的第三方中立数据中心服务提供商世纪互联发布了2021年第二季度财报。财报显示,世纪互联第二季度净营收为人民币14.970亿元,同比增长30.8%。从财务亮点来看,除了净营收表现不俗之外,其他方面也可圈可点。世纪互联第二季度调整后现金毛利润为人民币6.402亿元,同比增长36.9%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:纳指标普再攀新高!拼多多涨超22%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:纳指标普再攀新高!拼多多涨超22%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-25 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①纳指、标普盘中续创新高;②热门中概股收盘普遍上扬,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨超22%,教育股强劲反弹;③两大原油期货延续涨势,布油重回70美元关口;④库克掌舵苹果公司十年,市值接近2.5万亿美元。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股收盘 第二季度财报季即将结束 纳指、标普盘中续创新高</b></p>\n<p>随着投资者对中国监管前景的看法越来越清晰,并买入近期遭受重创的股票,中概股领涨纳指。其中<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>等热门中概股造好,刺激纳指创新高。截至收盘,道指收涨0.09%,标普500指数收涨0.16%,纳指收涨0.52%。</p>\n<p><b>2、热门中概股周二收盘普遍上扬 拼多多大涨超22% 教育股强劲反弹</b></p>\n<p>热门中概股周二收盘普遍上扬,拼多多大涨超22%,此前公布的财报显示二季度营收230.5亿元,同比增长89%,月活用户数达7.385亿;<a href=\"https://laohu8.com/S/JD\">京东</a>涨超14%,此前公布的财报超出市场预期,并获ARK基金出手增持<b>;</b>教育股强劲反弹。</p>\n<p>热门中概股三日接连跑赢大盘,中概ETF KWEB和CQQQ分别收涨近11%和近6%。电商股中,拼多多收涨逾22%,京东涨超14%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨逾10%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超6%;教育股中,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超26%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨逾19%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超16%。纳斯达克100的成份股<a href=\"https://laohu8.com/S/NTES\">网易</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>分别收涨近9%和逾8%。<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨超9%。</p>\n<p><b>3、欧企今年美国IPO规模创逾20年新高 欧股收盘涨跌不一</b></p>\n<p>欧股周二收盘涨跌互现,尾盘回吐了稍早的涨幅。投资者将关注本周在怀俄明州杰克逊霍尔举行的央行研讨会,以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数接近平收,小幅下挫0.09点,跌幅0.02%,报471.79点。</p>\n<p><b>4、两大原油期货延续涨势 布油重回70美元关口</b></p>\n<p>由于风险情绪的升温,资金再度出逃具有避险属性的美元,美元指数跌破93,持于五日低点附近。截至收盘,美国WTI原油10月原油期货收涨1.90美元,涨幅2.89%,报67.54美元/桶;布伦特10月期货收涨2.30美元,涨幅3.34%,报71.05美元/桶。</p>\n<p><b>5、市场情绪悄然转变 黄金继续徘徊在1800上方</b></p>\n<p>金价在1800美元上方盘整,部分投资者押注近期新冠肺炎病例激增可能会促使美联储在杰克逊霍尔研讨会上不会宣布计划缩减经济支持规模。</p>\n<p>美市尾盘,现货黄金收报1802.36美元/盎司,下跌3.02美元或0.17%,日内最低触及1800.58美元/盎司,最高触及1809.50美元/盎司。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院投票采纳拜登支持的3.5万亿美元预算蓝图</b></p>\n<p>美国众议院周二投票采纳一项3.5万亿美元的预算决议蓝图,此前来自白宫的压力和议长南希·佩洛西的保证团结了陷入分歧的民主党人,从而使得总统乔·拜登的核心经济议程能够继续推进。此次220-212的投票结果暂时搁置了民主党内进步派和温和派之间的分歧。佩洛西正致力于推进上述预算决议和另一项5500亿美元的两党基建法案。</p>\n<p><b>2、比特币价格反弹之际 “巨鲸”们重返市场</b></p>\n<p>随着比特币价格的回升,该加密货币的大型投资者似乎正在增加头寸。据区块链公司Chainalysis的最新数据,自6月底以来,持有价值约5000万美元或以上比特币的加密货币账户的购买量稳步增加。随着比特币价格反弹至5万美元以上,这种看涨情绪一直持续到8月底。</p>\n<p><b>3、美国国债发行获海外资金热捧 需求升至纪录高位</b></p>\n<p>本月10年期美国国债发行的明细结果显示,海外资金的获配金额创下纪录新高。美国财政部周一公布的8月11日国债发行明细结果显示,在所发行的410亿美元债券中,外国和国际类别--其中包括外国官方机构--获配154亿美元,创下历史新高。他们38%的份额是十年来最大比例。</p>\n<p><b>4、美国7月新屋销售四个月来首次回升 价格同比上涨18.4%创新高</b></p>\n<p>美国7月新屋销售较6月增加1%,达到年化70.8万户,高于预期,6月大跌眼镜的新屋数据获得上修。7月新屋价格同比上涨18.4%,达到39.05万美元,创下历史最高。美国人口普查局周二公布的数据显示,美国7月新屋销售四个月来首次环比回升,较6月增加1%,达到年化70.8万户,高于预期的69.7万户,6月数值从67.6万户上修至70.1万户。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/1123395647\" target=\"_blank\"><b>库克掌舵苹果公司十年:市值接近2.5万亿美元 前路挑战重重</b></a></p>\n<p>库克在正式接任苹果公司CEO之前一直是代理CEO,但他上任前的季度与当前销售额之间的差异凸显了苹果公司的规模扩大了多少。</p>\n<p>2011年第三财季,苹果公司报告的收入为285.7亿美元。今年,在同一季度和最近一个有数据可用的季度,苹果公司报告的收入为814亿美元——几乎是当年的三倍。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2162087248\" target=\"_blank\"><b>“Meme股票”再度暴涨!<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>飙升近37%</b></a></p>\n<p>“米姆股票”(meme stock)之王游戏驿站(GameStop)的股价上涨了30%以上,尽管市场一片平静,但一些散户投资者仍全力回归。</p>\n<p>这家视频游戏零售商的股价飙升了36.5%,至每股225美元,交易量很大。FactSet的数据显示,目前已有700多万股股票易手,是30天平均水平的3倍多。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2161815510\" target=\"_blank\"><b>日本最大银行<a href=\"https://laohu8.com/S/MTU\">三菱日联金融</a>集团加入华尔街的加薪大战</b></a></p>\n<p><a href=\"https://laohu8.com/S/MUFG\">三菱日联金融</a>集团加入到华尔街竞争对手行列,为在美国的初级银行家加薪,因对初级银行家的争夺日益激烈,让这家日本最大银行招人难度加大。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2162082184\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>再下一城:为提高疫苗产量 欧洲批准位于法国的新生产基地</b></a></p>\n<p>为应对新冠病毒感染率上升,欧洲药品监管机构(EMA)已批准为辉瑞-BioNTech和莫德纳的mRNA新冠疫苗提供新的生产基地,旨在提高这两种疫苗的产量。</p>\n<p>周一,美国食品药品管理局(FDA)宣布对辉瑞公司生产的新冠疫苗实行全面批准使用,适用年满16岁或以上的人群。这也是FDA批准全面使用的第一款疫苗。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2162820300\" target=\"_blank\"><b>航运业减排加速!全球航运“一哥”马士基订购首批大型碳中和船</b></a></p>\n<p>全球最大集装箱航运公司马士基“百尺竿头更进一步”,于8月24日周二宣布率先订购可由中国航行至欧洲或跨<a href=\"https://laohu8.com/S/601099\">太平洋</a>货运的大型碳中和船舶,为集装箱航运业的脱碳减排转型树立新标杆。每艘混动货轮最高装载1.6万个集装箱,每艘耗资1.75亿美元,预计2024年交付且下一年可选再交付四艘。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2162874000\" target=\"_blank\"><b><a href=\"https://laohu8.com/S/VNET\">世纪互联</a>发布第二季度财报:净营收同比增长30.8%</b></a></p>\n<p>中国领先的第三方中立数据中心服务提供商世纪互联发布了2021年第二季度财报。财报显示,世纪互联第二季度净营收为人民币14.970亿元,同比增长30.8%。从财务亮点来看,除了净营收表现不俗之外,其他方面也可圈可点。世纪互联第二季度调整后现金毛利润为人民币6.402亿元,同比增长36.9%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QQQ":"纳指100ETF","QNETCN":"纳斯达克中美互联网老虎指数","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指","QID":"纳指两倍做空ETF","PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123533410","content_text":"摘要:①纳指、标普盘中续创新高;②热门中概股收盘普遍上扬,拼多多大涨超22%,教育股强劲反弹;③两大原油期货延续涨势,布油重回70美元关口;④库克掌舵苹果公司十年,市值接近2.5万亿美元。\n\n海外市场\n1、美股收盘 第二季度财报季即将结束 纳指、标普盘中续创新高\n随着投资者对中国监管前景的看法越来越清晰,并买入近期遭受重创的股票,中概股领涨纳指。其中京东、拼多多与阿里巴巴等热门中概股造好,刺激纳指创新高。截至收盘,道指收涨0.09%,标普500指数收涨0.16%,纳指收涨0.52%。\n2、热门中概股周二收盘普遍上扬 拼多多大涨超22% 教育股强劲反弹\n热门中概股周二收盘普遍上扬,拼多多大涨超22%,此前公布的财报显示二季度营收230.5亿元,同比增长89%,月活用户数达7.385亿;京东涨超14%,此前公布的财报超出市场预期,并获ARK基金出手增持;教育股强劲反弹。\n热门中概股三日接连跑赢大盘,中概ETF KWEB和CQQQ分别收涨近11%和近6%。电商股中,拼多多收涨逾22%,京东涨超14%,唯品会涨逾10%,阿里巴巴涨超6%;教育股中,新东方涨超26%,高途涨逾19%,好未来涨超16%。纳斯达克100的成份股网易和百度分别收涨近9%和逾8%。腾讯ADR涨超9%。\n3、欧企今年美国IPO规模创逾20年新高 欧股收盘涨跌不一\n欧股周二收盘涨跌互现,尾盘回吐了稍早的涨幅。投资者将关注本周在怀俄明州杰克逊霍尔举行的央行研讨会,以寻找有关美联储何时开始减缓其每月1200亿美元购债举措的线索。泛欧斯托克600指数接近平收,小幅下挫0.09点,跌幅0.02%,报471.79点。\n4、两大原油期货延续涨势 布油重回70美元关口\n由于风险情绪的升温,资金再度出逃具有避险属性的美元,美元指数跌破93,持于五日低点附近。截至收盘,美国WTI原油10月原油期货收涨1.90美元,涨幅2.89%,报67.54美元/桶;布伦特10月期货收涨2.30美元,涨幅3.34%,报71.05美元/桶。\n5、市场情绪悄然转变 黄金继续徘徊在1800上方\n金价在1800美元上方盘整,部分投资者押注近期新冠肺炎病例激增可能会促使美联储在杰克逊霍尔研讨会上不会宣布计划缩减经济支持规模。\n美市尾盘,现货黄金收报1802.36美元/盎司,下跌3.02美元或0.17%,日内最低触及1800.58美元/盎司,最高触及1809.50美元/盎司。\n国际宏观\n1、美国众议院投票采纳拜登支持的3.5万亿美元预算蓝图\n美国众议院周二投票采纳一项3.5万亿美元的预算决议蓝图,此前来自白宫的压力和议长南希·佩洛西的保证团结了陷入分歧的民主党人,从而使得总统乔·拜登的核心经济议程能够继续推进。此次220-212的投票结果暂时搁置了民主党内进步派和温和派之间的分歧。佩洛西正致力于推进上述预算决议和另一项5500亿美元的两党基建法案。\n2、比特币价格反弹之际 “巨鲸”们重返市场\n随着比特币价格的回升,该加密货币的大型投资者似乎正在增加头寸。据区块链公司Chainalysis的最新数据,自6月底以来,持有价值约5000万美元或以上比特币的加密货币账户的购买量稳步增加。随着比特币价格反弹至5万美元以上,这种看涨情绪一直持续到8月底。\n3、美国国债发行获海外资金热捧 需求升至纪录高位\n本月10年期美国国债发行的明细结果显示,海外资金的获配金额创下纪录新高。美国财政部周一公布的8月11日国债发行明细结果显示,在所发行的410亿美元债券中,外国和国际类别--其中包括外国官方机构--获配154亿美元,创下历史新高。他们38%的份额是十年来最大比例。\n4、美国7月新屋销售四个月来首次回升 价格同比上涨18.4%创新高\n美国7月新屋销售较6月增加1%,达到年化70.8万户,高于预期,6月大跌眼镜的新屋数据获得上修。7月新屋价格同比上涨18.4%,达到39.05万美元,创下历史最高。美国人口普查局周二公布的数据显示,美国7月新屋销售四个月来首次环比回升,较6月增加1%,达到年化70.8万户,高于预期的69.7万户,6月数值从67.6万户上修至70.1万户。\n公司新闻\n1、库克掌舵苹果公司十年:市值接近2.5万亿美元 前路挑战重重\n库克在正式接任苹果公司CEO之前一直是代理CEO,但他上任前的季度与当前销售额之间的差异凸显了苹果公司的规模扩大了多少。\n2011年第三财季,苹果公司报告的收入为285.7亿美元。今年,在同一季度和最近一个有数据可用的季度,苹果公司报告的收入为814亿美元——几乎是当年的三倍。\n2、“Meme股票”再度暴涨!游戏驿站飙升近37%\n“米姆股票”(meme stock)之王游戏驿站(GameStop)的股价上涨了30%以上,尽管市场一片平静,但一些散户投资者仍全力回归。\n这家视频游戏零售商的股价飙升了36.5%,至每股225美元,交易量很大。FactSet的数据显示,目前已有700多万股股票易手,是30天平均水平的3倍多。\n3、日本最大银行三菱日联金融集团加入华尔街的加薪大战\n三菱日联金融集团加入到华尔街竞争对手行列,为在美国的初级银行家加薪,因对初级银行家的争夺日益激烈,让这家日本最大银行招人难度加大。\n4、辉瑞再下一城:为提高疫苗产量 欧洲批准位于法国的新生产基地\n为应对新冠病毒感染率上升,欧洲药品监管机构(EMA)已批准为辉瑞-BioNTech和莫德纳的mRNA新冠疫苗提供新的生产基地,旨在提高这两种疫苗的产量。\n周一,美国食品药品管理局(FDA)宣布对辉瑞公司生产的新冠疫苗实行全面批准使用,适用年满16岁或以上的人群。这也是FDA批准全面使用的第一款疫苗。\n5、航运业减排加速!全球航运“一哥”马士基订购首批大型碳中和船\n全球最大集装箱航运公司马士基“百尺竿头更进一步”,于8月24日周二宣布率先订购可由中国航行至欧洲或跨太平洋货运的大型碳中和船舶,为集装箱航运业的脱碳减排转型树立新标杆。每艘混动货轮最高装载1.6万个集装箱,每艘耗资1.75亿美元,预计2024年交付且下一年可选再交付四艘。\n6、世纪互联发布第二季度财报:净营收同比增长30.8%\n中国领先的第三方中立数据中心服务提供商世纪互联发布了2021年第二季度财报。财报显示,世纪互联第二季度净营收为人民币14.970亿元,同比增长30.8%。从财务亮点来看,除了净营收表现不俗之外,其他方面也可圈可点。世纪互联第二季度调整后现金毛利润为人民币6.402亿元,同比增长36.9%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836587550,"gmtCreate":1629507751470,"gmtModify":1676530060587,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560737092069272","authorIdStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。。。。","listText":"。。。。。。。。","text":"。。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836587550","repostId":"896675915","repostType":1,"repost":{"id":896675915,"gmtCreate":1628582250537,"gmtModify":1703508508080,"author":{"id":"3434046638438343","authorId":"3434046638438343","name":"旭阳特别帅","avatar":"https://static.laohu8.com/bbe12234effaffbb31106d837a04c53f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434046638438343","authorIdStr":"3434046638438343"},"themes":[],"title":"22萬美金覆盤","htmlText":"….虎妞來找我要我發.本來想低調一點的…..那就發吧.大家主要看我買賣的操作,對你有用的話我會很高興. 嗯,今年年初搞了16萬刀以後,筆者又幹到了22萬刀。無疑的,我肯定得感謝這個美國資本市場,也得感謝美聯儲無限印鈔,但更要感謝的是把握住機會的自己,多年來的認知積累能夠在這個市場發揮出價值。我不敢肯定美國的超級大牛市能否持續下去,我只知道現在的行情應該是最好的時光,一個人的命運沉浮大部分和時代有關,假如這個人能夠參悟其中的規律,加上超強的執行力,那麼他應該能夠變得富足。 不驕不躁,在適應了年初的命運轉折後,筆者重新出發,抱着空杯心態,賬戶裏剩下2萬美金,繼續前行。當然賺這個錢不光是賺錢,更是一種心理上的磨練。虧損過半是家常便飯,當然伴隨而來的就是懊喪、後悔、自我貶低還有焦慮,這些心理難關都需要自己去克服和調節,最重要的是你還得晚上睡得着,不去關心資金的波動,總的來說就是心要大。 有這麼一句話說得很到位:錢乃身外之物。--你越是看重,就越會得不到。你只有放開了一切心理負擔去做這件事情,這個世界纔會給予你想要的東西。這有點哲學的味道了。人生不就是不斷去體悟嗎?但一個停止腳步的人會有人生經驗的增長嗎?白走一遭的人生,筆者是萬不想過的,去做,去看,去參悟,去成長,不因自己的年齡而對自己加以限制,去追逐自由--筆者打算出國留學了。 2021年7月23日,2萬美金翻了11倍,賣掉後,筆者出了16萬美金,至此個人資產超過了200多萬RMB。你不用羨慕我,爲了今天我付出了很多努力,17年開始做這個也有4年了,期間閱讀過的書數不清;爲了保持充沛的精力,跑步、鍛鍊,雷打不斷的;最重要的是克服心理壓力,虧損過半怎麼辦?沒信心了怎麼辦?耐心不夠感到焦慮怎麼辦?難的是這個。 當然也失去以及錯過很多,比如之前存在P2P的錢其實夠我去國外留學的,但我一直覺得錢還不夠多,就存了進去。後面的事情就不說了,可","listText":"….虎妞來找我要我發.本來想低調一點的…..那就發吧.大家主要看我買賣的操作,對你有用的話我會很高興. 嗯,今年年初搞了16萬刀以後,筆者又幹到了22萬刀。無疑的,我肯定得感謝這個美國資本市場,也得感謝美聯儲無限印鈔,但更要感謝的是把握住機會的自己,多年來的認知積累能夠在這個市場發揮出價值。我不敢肯定美國的超級大牛市能否持續下去,我只知道現在的行情應該是最好的時光,一個人的命運沉浮大部分和時代有關,假如這個人能夠參悟其中的規律,加上超強的執行力,那麼他應該能夠變得富足。 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08:46","market":"us","language":"zh","title":"从峰值回撤35%!“木头姐”旗下ETF再度重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2134561946","media":"华尔街见闻","summary":"人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今日下跌5.23%,年初以来则是下跌16.48%,而从年内高点起算的回调幅度已经接近35%。她所管理的6只主动ETF当中,仅有ARKQ年内实现上涨。","content":"<p>人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今年出现明显下跌。根据行情数据,年初以来ARKK曾一度实现了接近26%的年内涨幅,但在2月中旬情况急转直下。截至周一收盘,ARKK报收于103.98美元,日内跌5.23%,而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算,ARKK的回调幅度已经接近35%。<img src=\"https://static.tigerbbs.com/78bc200379fc40aef738301fa5a86ba7\" tg-width=\"1008\" tg-height=\"651\" referrerpolicy=\"no-referrer\">根据统计,截至美东时间5月10日,<b>ARKK目前仍有持仓的股票当中,仅有7只年内出现上涨,而年内下跌的则多达33只,其中有22只的跌幅达到或超过两位数,包括EDITAS MEDICINE在内的3只股票年内跌幅更是超过50%。</b><img src=\"https://static.tigerbbs.com/f49ac2efc8976f13b29cd5637e645dfe\" tg-width=\"1689\" tg-height=\"1001\" referrerpolicy=\"no-referrer\">不过,对于目前ARKK以及其成分股出现的跌势,Cathie Wood本人却颇为淡定。她上周五曾经重申了自己的长期投资理念。当时她表示,科技股回落不值得担忧,如果放眼5年看长期收益,“除了价格之外,什么都没有改变”。她甚至还表示,适当的下跌标志着其基金更健康的前景。她在CNBC一档名为Closing Bell的节目中表示:</p><blockquote>我喜欢这样(科技股回调后)的局面,对我们来说,如果市场一股脑地挤在我们所关注的创新领域,那才是最糟糕的情况。</blockquote><p>不过,虽然Cathie Wood仍然淡定,但是投资者已经表示了担忧。根据FactSet的数据,本月至今流出ARKK的资金已经超过11亿美元,而包括五只核心ETF在内,本月已经有接近20亿美元的投资者资金从Ark Invest流出。</p><p>而ARKK的技术面情况同样不容乐观,之前它曾经跌破了200日移动平均线这一重要的技术水平。此前有分析师已经指出,ARKK明显超卖,目前净值已跌破9月来的一条底部<a href=\"https://laohu8.com/S/42T.SI\">趋势线</a>(下图红色虚线),如果不能尽快出现反弹,回到趋势线上方,可能会遭受更大幅度的“瀑布式下跌”,给整个市场带来麻烦。</p><p><img src=\"https://static.tigerbbs.com/fd95e936956985c63c8e23b7f3f70475\" tg-width=\"799\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p>Cathie Wood管理的其他主动ETF年初以来表现同样不佳。根据统计,6只主动型ETF当中,仅有ARK Industrial Innovation ETF(代码:ARKQ)年初以来实现了1.59%的上涨,其他ETF均出现了下跌。</p><p><img src=\"https://static.tigerbbs.com/a1e226f152211dfc3998503b66bf4161\" tg-width=\"805\" tg-height=\"174\" referrerpolicy=\"no-referrer\"></p>","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>从峰值回撤35%!“木头姐”旗下ETF再度重挫</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; 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class=\"title\">\n从峰值回撤35%!“木头姐”旗下ETF再度重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 08:46 北京时间 <a href=https://wallstreetcn.com/articles/3629968><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今年出现明显下跌。根据行情数据,年初以来ARKK曾一度实现了接近26%的年内涨幅,但在2月中旬情况急转直下。截至周一收盘,ARKK报收于103.98美元,日内跌5.23%,而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算,ARKK的回调幅度已经接近35%。根据统计,截至美东...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629968\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3629968","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134561946","content_text":"人称“木头姐”的Cathie Wood所管理的主动ETF当中,创新ETF(代码:ARKK)今年出现明显下跌。根据行情数据,年初以来ARKK曾一度实现了接近26%的年内涨幅,但在2月中旬情况急转直下。截至周一收盘,ARKK报收于103.98美元,日内跌5.23%,而年初以来则是下跌16.48%。如果从2月12日创下的年内高点159.70美元起算,ARKK的回调幅度已经接近35%。根据统计,截至美东时间5月10日,ARKK目前仍有持仓的股票当中,仅有7只年内出现上涨,而年内下跌的则多达33只,其中有22只的跌幅达到或超过两位数,包括EDITAS MEDICINE在内的3只股票年内跌幅更是超过50%。不过,对于目前ARKK以及其成分股出现的跌势,Cathie Wood本人却颇为淡定。她上周五曾经重申了自己的长期投资理念。当时她表示,科技股回落不值得担忧,如果放眼5年看长期收益,“除了价格之外,什么都没有改变”。她甚至还表示,适当的下跌标志着其基金更健康的前景。她在CNBC一档名为Closing Bell的节目中表示:我喜欢这样(科技股回调后)的局面,对我们来说,如果市场一股脑地挤在我们所关注的创新领域,那才是最糟糕的情况。不过,虽然Cathie Wood仍然淡定,但是投资者已经表示了担忧。根据FactSet的数据,本月至今流出ARKK的资金已经超过11亿美元,而包括五只核心ETF在内,本月已经有接近20亿美元的投资者资金从Ark Invest流出。而ARKK的技术面情况同样不容乐观,之前它曾经跌破了200日移动平均线这一重要的技术水平。此前有分析师已经指出,ARKK明显超卖,目前净值已跌破9月来的一条底部趋势线(下图红色虚线),如果不能尽快出现反弹,回到趋势线上方,可能会遭受更大幅度的“瀑布式下跌”,给整个市场带来麻烦。Cathie Wood管理的其他主动ETF年初以来表现同样不佳。根据统计,6只主动型ETF当中,仅有ARK Industrial Innovation ETF(代码:ARKQ)年初以来实现了1.59%的上涨,其他ETF均出现了下跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819309205,"gmtCreate":1630031305707,"gmtModify":1676530205236,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。。。。。","listText":"。。。。。。。。。","text":"。。。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819309205","repostId":"1119252074","repostType":2,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837330710,"gmtCreate":1629856144630,"gmtModify":1676530153030,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"。。。。。","listText":"。。。。。","text":"。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837330710","repostId":"1123533410","repostType":2,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345808511660232,"gmtCreate":1725431037010,"gmtModify":1725431041759,"author":{"id":"3560737092069272","authorId":"3560737092069272","name":"一大片天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560737092069272","idStr":"3560737092069272"},"themes":[],"htmlText":"<a 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Union來承擔2)美聯儲可能在民主黨中期選舉爲了政治正確保持hawkish。3)短期來看,美股有反彈的可能;中期來看,美股仍然有下跌的空間。4)當前各個大類資產對Fed-Fomc極其敏感,通過路徑的演繹,FED轉向的觀察窗口可能是EURUSD,時間點可能是明年Q1或者Q2。本週看完了聯儲的FOMC講話,市場也變動的比較大,想和大家聊一下接下來怎麼看。正如前文所預測的,聯儲下調了一系列的經濟預期,具體來看數據是:其實從圖中也可以看出,聯儲一方面是預期管理,另一方面也披露了他們對於經濟下滑的預期:雖然軟着陸的信心下降,但是控制通脹的決心堅定。反過來說,通脹的盡頭就是衰退。關於terminal rate,J Powell表示維持jackson hole的立場,那也就是說起碼要看到通脹回落2%的明確證據,筆者的想法是,需要失業率進一步擡升才行,比方說到4.5%可能纔是一個trigger。現階段聯儲保持鷹派的預期當然有很多理由:1)美元的國際儲備地位2)Fed的信用、決心3)美式政治正確4)陰謀論來說美元甚至是一種武器美元的國際儲備地位從美元的地位來說,他的競爭者主要是歐元、英鎊、日元等。現階段看,歐元由於俄烏的衝突,導致了今年基本保持萎靡;而日元則是因爲BOJ的YCC政策(人爲壓低jp10y),意圖保持強出口、日元計價的資產價格不變、避免日本國內的通縮,所以Japan Yen在今年也大幅下跌。EURUSD vs JPYUSD插一句,歐洲接下來大概率比美國衰退的更早更深,對於任何一個經濟體來說,其自身的長期動力來源於科技發展(即生產率的提高),而不是低利率瘋狂印鈔(各個部門加槓桿)。自俄烏戰爭打響,通脹中樞也許永久性地擡高了。可以說,歐洲的麻煩不是結束的開始,而是開始的結束。Fed的決心、信用從Fed的決","listText":"Abstract摘要1)美聯儲大概率加息過度,但是痛苦Europe Union來承擔2)美聯儲可能在民主黨中期選舉爲了政治正確保持hawkish。3)短期來看,美股有反彈的可能;中期來看,美股仍然有下跌的空間。4)當前各個大類資產對Fed-Fomc極其敏感,通過路徑的演繹,FED轉向的觀察窗口可能是EURUSD,時間點可能是明年Q1或者Q2。本週看完了聯儲的FOMC講話,市場也變動的比較大,想和大家聊一下接下來怎麼看。正如前文所預測的,聯儲下調了一系列的經濟預期,具體來看數據是:其實從圖中也可以看出,聯儲一方面是預期管理,另一方面也披露了他們對於經濟下滑的預期:雖然軟着陸的信心下降,但是控制通脹的決心堅定。反過來說,通脹的盡頭就是衰退。關於terminal rate,J Powell表示維持jackson hole的立場,那也就是說起碼要看到通脹回落2%的明確證據,筆者的想法是,需要失業率進一步擡升才行,比方說到4.5%可能纔是一個trigger。現階段聯儲保持鷹派的預期當然有很多理由:1)美元的國際儲備地位2)Fed的信用、決心3)美式政治正確4)陰謀論來說美元甚至是一種武器美元的國際儲備地位從美元的地位來說,他的競爭者主要是歐元、英鎊、日元等。現階段看,歐元由於俄烏的衝突,導致了今年基本保持萎靡;而日元則是因爲BOJ的YCC政策(人爲壓低jp10y),意圖保持強出口、日元計價的資產價格不變、避免日本國內的通縮,所以Japan Yen在今年也大幅下跌。EURUSD vs JPYUSD插一句,歐洲接下來大概率比美國衰退的更早更深,對於任何一個經濟體來說,其自身的長期動力來源於科技發展(即生產率的提高),而不是低利率瘋狂印鈔(各個部門加槓桿)。自俄烏戰爭打響,通脹中樞也許永久性地擡高了。可以說,歐洲的麻煩不是結束的開始,而是開始的結束。Fed的決心、信用從Fed的決","text":"Abstract摘要1)美聯儲大概率加息過度,但是痛苦Europe Union來承擔2)美聯儲可能在民主黨中期選舉爲了政治正確保持hawkish。3)短期來看,美股有反彈的可能;中期來看,美股仍然有下跌的空間。4)當前各個大類資產對Fed-Fomc極其敏感,通過路徑的演繹,FED轉向的觀察窗口可能是EURUSD,時間點可能是明年Q1或者Q2。本週看完了聯儲的FOMC講話,市場也變動的比較大,想和大家聊一下接下來怎麼看。正如前文所預測的,聯儲下調了一系列的經濟預期,具體來看數據是:其實從圖中也可以看出,聯儲一方面是預期管理,另一方面也披露了他們對於經濟下滑的預期:雖然軟着陸的信心下降,但是控制通脹的決心堅定。反過來說,通脹的盡頭就是衰退。關於terminal rate,J Powell表示維持jackson hole的立場,那也就是說起碼要看到通脹回落2%的明確證據,筆者的想法是,需要失業率進一步擡升才行,比方說到4.5%可能纔是一個trigger。現階段聯儲保持鷹派的預期當然有很多理由:1)美元的國際儲備地位2)Fed的信用、決心3)美式政治正確4)陰謀論來說美元甚至是一種武器美元的國際儲備地位從美元的地位來說,他的競爭者主要是歐元、英鎊、日元等。現階段看,歐元由於俄烏的衝突,導致了今年基本保持萎靡;而日元則是因爲BOJ的YCC政策(人爲壓低jp10y),意圖保持強出口、日元計價的資產價格不變、避免日本國內的通縮,所以Japan Yen在今年也大幅下跌。EURUSD vs 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