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请你不要再跟我说你长期持有这四个字
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Bryantian
2025-02-25
$Phunware, Inc.(PHUN)$
Bryantian
2022-12-21
Pass gogogo
Bryantian
2021-06-18
Wa
Why did bank stocks fall instead of rising when the rate hike schedule was brought forward?
Bryantian
2023-01-06
hhhh
Bryantian
2021-07-15
Good
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Bryantian
2023-11-07
tiger gogogo win win win
Bryantian
2023-06-09
Tiger gogogo win win win
Bryantian
2022-07-08
tiger gogogo
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2022-04-22
Tiger gogogo
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2021-07-02
gek
[Focus] Virgin Galactic shares rose nearly 35% in pre-market trading as its space journey begins.
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gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926703121","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166321935,"gmtCreate":1623992672527,"gmtModify":1703825980471,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"title":"","htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166321935","repostId":"1100031548","repostType":4,"repost":{"id":"1100031548","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":1623990608,"share":"https://ttm.financial/m/news/1100031548?lang=en_US&edition=fundamental","pubTime":"2021-06-18 12:30","market":"us","language":"zh","title":"Why did bank stocks fall instead of rising when the rate hike schedule was brought forward?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031548","media":"老虎资讯综合","summary":"6月18日消息,周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后,美国的银行股却“意外”大跌。其中,富国银行跌超6%,美国银行跌超4%,花旗、摩根士丹利跌超3%,高盛、摩根大","content":"<p>On June 18, U.S. bank stocks unexpectedly plummeted on Thursday, a day after the Federal Reserve's FOMC unexpectedly turned hawkish and the \"dot plot\" hinted at an earlier 2023 rate hike. Among them, Wells Fargo fell more than 6%, Bank of America fell more than 4%, Citigroup and Morgan Stanley fell more than 3%, and Goldman Sachs and JPMorgan Chase fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p>What caused the market's interpretation of positive news to turn into concern? The reason is likely inflation.</p><p>In fact, with the recovery of the US economy, inflation has always been the focus of market attention, especially since there has been a lot of disagreement about whether inflation is temporary or long-term. Many analysts believe that rising consumer prices are the result of the Federal Reserve's excessive easing and economic opening, and will only exist in the short term.</p><p>rate hike typically occur when the economy overheats and are used as a tool to combat inflation. Therefore, the Federal Open Market Committee's suggestion that the rate hike timetable is moving forward may mean that the Federal Reserve believes inflation is more likely to be a long-term threat.</p><p>James McCann, an economist at Aberdeen Standard Investments, told CNBC that this was not what the market expected, but rather a clear signal from the Federal Reserve.<b>The Federal Reserve's earlier schedule for rate hike indicates a shift in its view on inflation, contradicting its previous claims that the surge in inflation was only temporary.</b></p><p><b>Undoubtedly, rate hike is beneficial to bank stocks.</b>Because bank loan interest rates fluctuate with the Federal Reserve's benchmark interest rate. The Federal Reserve's increase in benchmark interest rates means that banks can earn more interest income from loans and securities. For Bank of America, Wells Fargo, and JPMorgan Chase, a 1% increase in the federal benchmark interest rate would increase interest income by billions of dollars.</p><p><b>On the other hand, inflation can also threaten businesses' loan needs.</b>This leads to insufficient loan amounts and weakens banks' ability to make money. With these two factors combined, it remains to be seen how the story of bank stocks will unfold.</p><p>Previously, Zhongtai Securities' performance of review-US bank stocks during multiple rounds of inflation...<b>It is concluded that the core investment logic of bank stocks is macroeconomics.</b>When demand drives prices up, banks have a higher duration and rate of increase in absolute and present returns until monetary policy shifts significantly.<b>When costs drive prices up, bank stocks will maintain positive absolute and relative returns in the early stages, but the duration and intensity are relatively weak. Long-term stagflation will suppress bank valuations.</b></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>Why did bank stocks fall instead of rising when the rate hike schedule was brought forward?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy did bank stocks fall instead of rising when the rate hike schedule was brought forward?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-06-18 12:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 18, U.S. bank stocks unexpectedly plummeted on Thursday, a day after the Federal Reserve's FOMC unexpectedly turned hawkish and the \"dot plot\" hinted at an earlier 2023 rate hike. Among them, Wells Fargo fell more than 6%, Bank of America fell more than 4%, Citigroup and Morgan Stanley fell more than 3%, and Goldman Sachs and JPMorgan Chase fell more than 2%.</p><p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p>What caused the market's interpretation of positive news to turn into concern? The reason is likely inflation.</p><p>In fact, with the recovery of the US economy, inflation has always been the focus of market attention, especially since there has been a lot of disagreement about whether inflation is temporary or long-term. Many analysts believe that rising consumer prices are the result of the Federal Reserve's excessive easing and economic opening, and will only exist in the short term.</p><p>rate hike typically occur when the economy overheats and are used as a tool to combat inflation. Therefore, the Federal Open Market Committee's suggestion that the rate hike timetable is moving forward may mean that the Federal Reserve believes inflation is more likely to be a long-term threat.</p><p>James McCann, an economist at Aberdeen Standard Investments, told CNBC that this was not what the market expected, but rather a clear signal from the Federal Reserve.<b>The Federal Reserve's earlier schedule for rate hike indicates a shift in its view on inflation, contradicting its previous claims that the surge in inflation was only temporary.</b></p><p><b>Undoubtedly, rate hike is beneficial to bank stocks.</b>Because bank loan interest rates fluctuate with the Federal Reserve's benchmark interest rate. The Federal Reserve's increase in benchmark interest rates means that banks can earn more interest income from loans and securities. For Bank of America, Wells Fargo, and JPMorgan Chase, a 1% increase in the federal benchmark interest rate would increase interest income by billions of dollars.</p><p><b>On the other hand, inflation can also threaten businesses' loan needs.</b>This leads to insufficient loan amounts and weakens banks' ability to make money. With these two factors combined, it remains to be seen how the story of bank stocks will unfold.</p><p>Previously, Zhongtai Securities' performance of review-US bank stocks during multiple rounds of inflation...<b>It is concluded that the core investment logic of bank stocks is macroeconomics.</b>When demand drives prices up, banks have a higher duration and rate of increase in absolute and present returns until monetary policy shifts significantly.<b>When costs drive prices up, bank stocks will maintain positive absolute and relative returns in the early stages, but the duration and intensity are relatively weak. Long-term stagflation will suppress bank valuations.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"MS":"摩根士丹利","JPM":"摩根大通","BAC":"美国银行","GS":"高盛","WFC":"富国银行","C":"花旗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031548","content_text":"6月18日消息,周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后,美国的银行股却“意外”大跌。其中,富国银行跌超6%,美国银行跌超4%,花旗、摩根士丹利跌超3%,高盛、摩根大通跌超2%。\n\n是什么导致市场对利好消息的解读成了担忧?原因很可能还是通胀。\n实际上,随着美国经济复苏,通胀一直就是市场关注的焦点,特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为,消费者价格上涨是美联储过度宽松和经济开放共同作用的结果,只会在短期存在。\n而加息通常发生在经济过热时,用作对抗通胀的工具。因此,联邦公开市场委员会暗示加息时间表提前或许意味着,美联储认为通胀更可能是一个长期的威胁。\nAberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示,这不是市场预期的,而是美联储明确传达出来的信号。美联储加息时间表提前,表明其对通胀的看法已经发生变化,这与其此前声称通胀飙升只是暂时的说法自相矛盾。\n毋庸置疑,加息利好银行股。因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率,意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言,联邦基准利率上调1%,利息收入将增加数十亿美元。\n但另一方面,通胀的也会威胁企业的贷款需求,导致贷款金额不足,削弱银行赚钱能力。双重因素叠加后,银行股的故事会如何演绎,尚不得而知。\n此前,中泰证券复盘中美银行股在多轮通胀时期的表现,得出结论:银行股核心投资逻辑是宏观经济。需求端推动价格上行时,银行绝对和现对收益的持续时间和上行幅度较高,直到货币政策明显转向。成本端推动价格上行时,银行股在初期会保持正绝对和相对收益,但持续时间和力度均较弱。长期滞涨会压制银行估值。","news_type":1,"symbols_score_info":{"BAC":0.9,"C":0.9,"MS":0.9,"WFC":0.9,"GS":0.9,"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":1919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959519115,"gmtCreate":1673019769538,"gmtModify":1676538770852,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"title":"","htmlText":"hhhh","listText":"hhhh","text":"hhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959519115","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147234635,"gmtCreate":1626358885127,"gmtModify":1703758657130,"author":{"id":"3562240180202268","authorId":"3562240180202268","name":"Bryantian","avatar":"https://static.tigerbbs.com/eacd542609b53d5e0932897463021ab7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562240180202268","authorIdStr":"3562240180202268"},"themes":[],"title":"","htmlText":"Good 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16:19","market":"us","language":"zh","title":"[Focus] Virgin Galactic shares rose nearly 35% in pre-market trading as its space journey begins.","url":"https://stock-news.laohu8.com/highlight/detail?id=1182518427","media":"老虎资讯综合","summary":"7月2日,维珍银河盘前一度大涨近35%,截至发稿,该股涨超30%;此前该公司宣布将尝试于7月11日进行一次太空飞行测试,并将把创始人送上太空,抢跑贝佐斯。","content":"<p>On July 2, Virgin Galactic shares surged nearly 35% in pre-market trading, and as of press time, the stock was up more than 30%. The company previously announced that it would attempt a spaceflight test on July 11 and send its founder into space to beat Bezos to the punch.</p><p><img src=\"https://static.tigerbbs.com/db150e5a2c5b6c45ab73fd7d50e7b1c5\" tg-width=\"839\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></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>[Focus] Virgin Galactic shares rose nearly 35% in pre-market trading as its space journey begins.</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: 12.5px; color: #7E829C; margin: 0;}\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[Focus] Virgin Galactic shares rose nearly 35% in pre-market trading as its space journey begins.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-07-02 16:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 2, Virgin Galactic shares surged nearly 35% in pre-market trading, and as of press time, the stock was up more than 30%. The company previously announced that it would attempt a spaceflight test on July 11 and send its founder into space to beat Bezos to the punch.</p><p><img src=\"https://static.tigerbbs.com/db150e5a2c5b6c45ab73fd7d50e7b1c5\" tg-width=\"839\" tg-height=\"631\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edc98c04cdc47dd0d16e08274ce9a364","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182518427","content_text":"7月2日,维珍银河盘前一度大涨近35%,截至发稿,该股涨超30%;此前该公司宣布将尝试于7月11日进行一次太空飞行测试,并将把创始人送上太空,抢跑贝佐斯。","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}