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Ysw16888
2022-12-17
$新加坡航空公司(C6L.SI)$
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Ysw16888
2023-01-05
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Ysw16888
2023-01-06
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-09-24
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-08-20
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-09
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甲骨文大裁员！减员至少数千，节省高达10亿美元成本
Ysw16888
2022-12-26
$顶级手套有限公司(BVA.SI)$
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Ysw16888
2022-08-20
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美联储高官频频鹰派发声，给鲍威尔下周央行大会提前“定调”？
Ysw16888
2022-07-29
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-13
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-09
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-06-27
$特斯拉(TSLA)$
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Ysw16888
2022-12-12
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-08-25
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-17
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-12
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-08
$新加坡航空公司(C6L.SI)$
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Ysw16888
2022-07-07
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美股盘初拉升，纳指涨逾1%
Ysw16888
2022-07-07
$新加坡航空公司(C6L.SI)$
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A","images":[{"img":"https://community-static.tradeup.com/news/7aa54608371e2be8cf1fc504c86e3769","width":"1284","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950619035","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924451592,"gmtCreate":1672318123117,"gmtModify":1676538671149,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$ </a>A","text":"$星展集团控股(D05.SI)$ A","images":[{"img":"https://community-static.tradeup.com/news/1c5b41f48752d6a049f2f570baabac93","width":"1284","height":"2505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924451592","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924683759,"gmtCreate":1672242376172,"gmtModify":1676538658760,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$ </a>a","listText":"<a href=\"https://ttm.financial/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$ </a>a","text":"$顶级手套有限公司(BVA.SI)$ a","images":[{"img":"https://community-static.tradeup.com/news/0d913e0f79ba7fe1381c2bcf1631f2b3","width":"1284","height":"2505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924683759","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9925511763,"gmtCreate":1672063787952,"gmtModify":1676538628746,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$ </a>A","text":"$顶级手套有限公司(BVA.SI)$ 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A","images":[{"img":"https://community-static.tradeup.com/news/40d8251cfe933fa0b3a74f629bbc8282","width":"1284","height":"3663"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925178732","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9928482992,"gmtCreate":1671371243217,"gmtModify":1676538527083,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690\">$美团-W(03690)$ </a>A","listText":"<a href=\"https://ttm.financial/S/03690\">$美团-W(03690)$ </a>A","text":"$美团-W(03690)$ A","images":[{"img":"https://community-static.tradeup.com/news/31bafc1efa602a19b50d198f0c1343a5","width":"1284","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928482992","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9928294155,"gmtCreate":1671287850078,"gmtModify":1676538519865,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928294155","repostId":"1154649089","repostType":4,"repost":{"id":"1154649089","pubTimestamp":1671279147,"share":"https://www.laohu8.com/m/news/1154649089?lang=&edition=full","pubTime":"2022-12-17 20:12","market":"us","language":"zh","title":"特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=1154649089","media":"资管网","summary":"特斯拉需要也理应拥有一名全职CEO。","content":"<html><head></head><body><p>美国当地时间周四，特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)在推特上发文，呼吁这家电动汽车制造商找人替换马斯克。廖凯原希望特斯拉任命新的首席执行官代替马斯克，以便他能够专注于经营其他公司，比如SpaceX和推特。</p><p><b>廖凯原在推特上写道：“马斯克抛弃了特斯拉，而特斯拉也没有现职CEO。特斯拉需要也理应拥有一名全职CEO。”</b></p><p>截至今年9月份，廖凯原共持有2270万股特斯拉股票，目前价值35.7亿美元。廖凯原在新冠肺炎疫情初期开始增持特斯拉股票，当时特斯拉股票经拆分调整后的交易价格约为40美元，而现在的股价为157美元。</p><p>到目前为止，特斯拉股价今年已经累计下跌了55%。自马斯克10月底完成收购推特的交易以来，该公司市值已经蒸发了约2250亿美元。这与标准普尔500指数攀升超过3%形成了鲜明对比。</p><p>尽管对股价下跌感到沮丧，但廖凯原并没有出售他持有的特斯拉股票。相反，他正计划买入更多股票，因为他认为该公司的股票价值被低估了，而且在招来专注于激光技术的首席执行官后，该股仍有很大上涨空间。</p><p>廖凯原表示：“坦白地说，我不在乎马斯克的去留。特斯拉是一家伟大的公司，每股160美元的价格很便宜。”他补充说，他希望看到一位像蒂姆·库克（Tim Cook，苹果首席执行官）那样的运营高管来接管公司。</p><p>他还在推特上写道：“<b>马斯克只是个雇工，他也是我们的雇员。尽管他是个骄傲的“创造者”，但特斯拉已经长大了，更需要像库克那样的专业人士。</b>我计划再投资10亿美元购买特斯拉股票，不管有没有马斯克，特斯拉都将成为世界上最大的公司。”</p><p>廖凯原称，如果特斯拉股价在几周内跌破160美元，他将以每股160美元的价格再买入300万股特斯拉股票。但让他感到不安的是，在他买入特斯拉股票的同时，马斯克却在大规模套现。</p><p><b>他在推特上写道：“今天，我又投入了5亿美元来支持特斯拉的股价（每股160美元），而马斯克卖出了价值超过35亿美元的股票，也许在过去的几天里卖得更多。”</b></p><p>在这条推文发布几个小时后，有消息称马斯克本周早些时候出售了2200万股特斯拉股票，套现近36亿美元。马斯克在一周内出售的股票数量与廖凯原持有的全部特斯拉股票相当。</p><p>廖凯原的最新评论与他在1月份发表的言论形成了鲜明对比。当时他在推特上说：“特斯拉的多头们，未来的彩虹就在这里。对幸运的自己微笑吧！”当时，特斯拉的市值为1.2万亿美元，是世界上市值最高的公司之一。但截至周三，该公司市值自2020年11月23日以来首次跌破5000亿美元。</p></body></html>","source":"lsy1599271986887","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>特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克</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特斯拉第三大股东廖凯原：找个库克那样的人来替换马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 20:12 北京时间 <a href=https://mp.weixin.qq.com/s/61HIybzFlKYFrX3OlI_WmQ><strong>资管网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国当地时间周四，特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)在推特上发文，呼吁这家电动汽车制造商找人替换马斯克。廖凯原希望特斯拉任命新的首席执行官代替马斯克，以便他能够专注于经营其他公司，比如SpaceX和推特。廖凯原在推特上写道：“马斯克抛弃了特斯拉，而特斯拉也没有现职CEO。特斯拉需要也理应拥有一名全职CEO。”截至今年9月份，廖凯原共持有2270万股特斯拉股票，目前价值...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/61HIybzFlKYFrX3OlI_WmQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21a27825095c956f865e688478d91623","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/61HIybzFlKYFrX3OlI_WmQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154649089","content_text":"美国当地时间周四，特斯拉第三大个人股东、华裔企业家廖凯原(KoGuan Leo)在推特上发文，呼吁这家电动汽车制造商找人替换马斯克。廖凯原希望特斯拉任命新的首席执行官代替马斯克，以便他能够专注于经营其他公司，比如SpaceX和推特。廖凯原在推特上写道：“马斯克抛弃了特斯拉，而特斯拉也没有现职CEO。特斯拉需要也理应拥有一名全职CEO。”截至今年9月份，廖凯原共持有2270万股特斯拉股票，目前价值35.7亿美元。廖凯原在新冠肺炎疫情初期开始增持特斯拉股票，当时特斯拉股票经拆分调整后的交易价格约为40美元，而现在的股价为157美元。到目前为止，特斯拉股价今年已经累计下跌了55%。自马斯克10月底完成收购推特的交易以来，该公司市值已经蒸发了约2250亿美元。这与标准普尔500指数攀升超过3%形成了鲜明对比。尽管对股价下跌感到沮丧，但廖凯原并没有出售他持有的特斯拉股票。相反，他正计划买入更多股票，因为他认为该公司的股票价值被低估了，而且在招来专注于激光技术的首席执行官后，该股仍有很大上涨空间。廖凯原表示：“坦白地说，我不在乎马斯克的去留。特斯拉是一家伟大的公司，每股160美元的价格很便宜。”他补充说，他希望看到一位像蒂姆·库克（Tim Cook，苹果首席执行官）那样的运营高管来接管公司。他还在推特上写道：“马斯克只是个雇工，他也是我们的雇员。尽管他是个骄傲的“创造者”，但特斯拉已经长大了，更需要像库克那样的专业人士。我计划再投资10亿美元购买特斯拉股票，不管有没有马斯克，特斯拉都将成为世界上最大的公司。”廖凯原称，如果特斯拉股价在几周内跌破160美元，他将以每股160美元的价格再买入300万股特斯拉股票。但让他感到不安的是，在他买入特斯拉股票的同时，马斯克却在大规模套现。他在推特上写道：“今天，我又投入了5亿美元来支持特斯拉的股价（每股160美元），而马斯克卖出了价值超过35亿美元的股票，也许在过去的几天里卖得更多。”在这条推文发布几个小时后，有消息称马斯克本周早些时候出售了2200万股特斯拉股票，套现近36亿美元。马斯克在一周内出售的股票数量与廖凯原持有的全部特斯拉股票相当。廖凯原的最新评论与他在1月份发表的言论形成了鲜明对比。当时他在推特上说：“特斯拉的多头们，未来的彩虹就在这里。对幸运的自己微笑吧！”当时，特斯拉的市值为1.2万亿美元，是世界上市值最高的公司之一。但截至周三，该公司市值自2020年11月23日以来首次跌破5000亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928294035,"gmtCreate":1671287748528,"gmtModify":1676538519849,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","text":"$新加坡航空公司(C6L.SI)$ A","images":[{"img":"https://community-static.tradeup.com/news/9ea81e15d90b544aacdb2b0b5beeb179","width":"1284","height":"2505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928294035","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9928389573,"gmtCreate":1671195056792,"gmtModify":1676538506865,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928389573","repostId":"2291904904","repostType":4,"repost":{"id":"2291904904","pubTimestamp":1671186914,"share":"https://www.laohu8.com/m/news/2291904904?lang=&edition=full","pubTime":"2022-12-16 18:35","market":"us","language":"zh","title":"美股今年还会有“圣诞行情”吗？纽交所交易员：恐难如期而至","url":"https://stock-news.laohu8.com/highlight/detail?id=2291904904","media":"第一财经","summary":"今年投资者可能未必如愿以偿。","content":"<div>\n<p>多位纽交所交易员对第一财经记者表示，并不期待今年“圣诞行情”会如期而至。除疫情特殊时期，每年圣诞节前夕，纽约证券交易所都会邀请装扮成圣诞老人的工作人员来到交易大堂敲响闭市钟，收盘后，圣诞老人会与驻场交易员合影留言，庆祝节日的到来。造访华尔街的，除了圣诞老人，通常还有“圣诞行情”。从历史上看，每年圣诞节之后的七个交易日，即年末五个交易日以及次年首两个交易日，投资者倾向于做多，美股大概率上涨，这七日...</p>\n\n<a href=\"https://www.yicai.com/news/101625954.html?prefer_reader_view=1&prefer_safari=1\">Web Link</a>\n\n</div>\n","source":"dyvj","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>美股今年还会有“圣诞行情”吗？纽交所交易员：恐难如期而至</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美股今年还会有“圣诞行情”吗？纽交所交易员：恐难如期而至\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 18:35 北京时间 <a href=https://www.yicai.com/news/101625954.html?prefer_reader_view=1&prefer_safari=1><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多位纽交所交易员对第一财经记者表示，并不期待今年“圣诞行情”会如期而至。除疫情特殊时期，每年圣诞节前夕，纽约证券交易所都会邀请装扮成圣诞老人的工作人员来到交易大堂敲响闭市钟，收盘后，圣诞老人会与驻场交易员合影留言，庆祝节日的到来。造访华尔街的，除了圣诞老人，通常还有“圣诞行情”。从历史上看，每年圣诞节之后的七个交易日，即年末五个交易日以及次年首两个交易日，投资者倾向于做多，美股大概率上涨，这七日...</p>\n\n<a href=\"https://www.yicai.com/news/101625954.html?prefer_reader_view=1&prefer_safari=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b5c6b1a7f6a6e1bfeaaf3ce8e69b652","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.yicai.com/news/101625954.html?prefer_reader_view=1&prefer_safari=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291904904","content_text":"多位纽交所交易员对第一财经记者表示，并不期待今年“圣诞行情”会如期而至。除疫情特殊时期，每年圣诞节前夕，纽约证券交易所都会邀请装扮成圣诞老人的工作人员来到交易大堂敲响闭市钟，收盘后，圣诞老人会与驻场交易员合影留言，庆祝节日的到来。造访华尔街的，除了圣诞老人，通常还有“圣诞行情”。从历史上看，每年圣诞节之后的七个交易日，即年末五个交易日以及次年首两个交易日，投资者倾向于做多，美股大概率上涨，这七日行情被称作“圣诞行情”。不过，今年投资者可能未必如愿以偿。进入12月，纳指首周累计下跌4%，创下1975年以来的最差12月开局，标普500指数年初至今累计下挫18%。多位纽交所交易员对第一财经记者表示，并不期待今年“圣诞行情”会如期而至。何为“圣诞行情”据财富管理公司Ritholtz的数据，自1950年以来，美股在上述七日期间平均上涨1.3%，过去七十多年来，股市上涨的概率高达79%。另据晨星全球投资研究平台(Morningstar Direct)的数据，12月历来是美股表现最佳月份之一，1926年至今，美股于12月平均上涨1.6%，仅次于7月和4月的表现，上述两个月份美股平均回报率分别为1.9%和1.7%。不过有关“圣诞行情”的成因众说纷纭，纽交所交易员安德森（Timothy Anderson）对第一财经记者表示，年末乐观情绪主导了这一季节性上涨。他说：“如果股市强劲收官，投资者自然会憧憬良好势头延续，跨年行情预期升温。而如果全年表现差强人意，投资者依然很高兴这一年即将翻篇，新的一年将提供重新布局的机会。”嘉盛集团资深分析师卡特林（Rebecca Cattlin）在发送给第一财经记者的邮件当中解释称：“一方面是出于年末税务、过节奖金使用等因素的考虑，另一常见的解释是机构投资者休假离场，散户接棒成为市场主力，后者一般更为乐观。而最靠谱的答案可能是自证预言（self-fulfilling prophecy），即人们相信圣诞反弹将会发生并据此买入股票，从而推动市场上涨。”今年会有“圣诞行情”吗？今年投资者能否在年末迎接“圣诞行情”呢？利弗莫尔交易集团（Livermore Trading Group）首席交易员罗韦（Gregory Rowe）告诉第一财经记者：“通胀高企，利率抬升，经济放缓，市场仍然存在许多逆风因素，并不支持圣诞反弹，即便股市出现上涨，涨幅也十分有限。”他还表示，上述因素将继续困扰美股，故看淡明年一季度走势。美联储年内已经累计加息七次合共425个基点，将联邦基金利率目标区间上调至4.25%～4.50%。安德森也表示，盈利放缓打击投资者信心，“一些特定行业和企业的利润将最受打击，即那些在过去10～12年低利率环境的最大受益者”。金融数据公司FactSet最新报告显示，分析师在过去数月接连下调2023财年企业盈利展望，目前预测标普500指数成份股下一财年的盈利增速为5.5%，低于6月时的预测值9.6%和9月时的预测值8.2%，也低于2012～2021年期间的平均值8.5%。分析师认为，大部分收益增长将出现在2023年下半年，预计明年一、二季度的企业盈利较今年仅同比增长1.1%和0.6%；不过预计到三、四季度，企业盈利分别同比增长6.4%和10.4%。板块方面，非必需消费品将以35.8%的盈利增速领跑，工业、金融板块也将取得不俗表现，而能源、材料板块将录得业绩倒退。安德森认为，“圣诞行情”已经提前兑现。“进入四季度，美股大幅走高，感恩节期间更是攀升至近期高位，部分原因是美联储发出强烈信号，在过去半年连续四次加息75个基点之后，联储官员已经做好准备放缓加息节奏。”他说。标普500指数10月至今累计反弹近9%，并于11月30日盘中升穿4100点，不过进入12月后势头明显转弱。展望2023年美股前景，安德森表示，2020年疫情突袭令股市遭遇剧烈抛售，2021年美股实现强势反弹，而2022年无疑是调整的一年。“鉴于美联储全年都在加息，从系统中抽走大量流动性，叠加其他的利空因素，股市表现其实已经好于许多人的预期。因此我认为，2023年大盘总体仍将举步维艰，板块走势将会分化。”安德森说道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928389626,"gmtCreate":1671195032566,"gmtModify":1676538506856,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","text":"$新加坡航空公司(C6L.SI)$ A","images":[{"img":"https://community-static.tradeup.com/news/bc92569314cbb15a7079b471af6f2dea","width":"1284","height":"2505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928389626","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9921463848,"gmtCreate":1671113754085,"gmtModify":1676538492510,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921463848","repostId":"1198236294","repostType":4,"repost":{"id":"1198236294","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":1671106901,"share":"https://www.laohu8.com/m/news/1198236294?lang=&edition=full","pubTime":"2022-12-15 20:21","market":"hk","language":"zh","title":"香港特区政府委任梁凤仪出任证监会行政总裁","url":"https://stock-news.laohu8.com/highlight/detail?id=1198236294","media":"老虎资讯综合","summary":"任期3年，由2023年1月1日至2025年12月31日，接替即将离任的欧达礼。","content":"<html><head></head><body><p>香港特区政府公布，香港特区行政长官已根据《证券及期货条例》（第571章）委任梁凤仪出任香港证券及期货事务监察委员会（香港证监会）行政总裁，任期3年，由2023年1月1日至2025年12月31日，接替即将离任的欧达礼。（中国基金报）</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>香港特区政府委任梁凤仪出任证监会行政总裁</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香港特区政府委任梁凤仪出任证监会行政总裁\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\">2022-12-15 20:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>香港特区政府公布，香港特区行政长官已根据《证券及期货条例》（第571章）委任梁凤仪出任香港证券及期货事务监察委员会（香港证监会）行政总裁，任期3年，由2023年1月1日至2025年12月31日，接替即将离任的欧达礼。（中国基金报）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/449b500afc31bfc50a05626f6608bf45","relate_stocks":{"HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198236294","content_text":"香港特区政府公布，香港特区行政长官已根据《证券及期货条例》（第571章）委任梁凤仪出任香港证券及期货事务监察委员会（香港证监会）行政总裁，任期3年，由2023年1月1日至2025年12月31日，接替即将离任的欧达礼。（中国基金报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921463318,"gmtCreate":1671113729034,"gmtModify":1676538492504,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","text":"$新加坡航空公司(C6L.SI)$ A","images":[{"img":"https://community-static.tradeup.com/news/a71cf01eef9c3566f949b92aa875faae","width":"1284","height":"2505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921463318","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923296533,"gmtCreate":1670859792622,"gmtModify":1676538447871,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923296533","repostId":"629769422","repostType":1,"repost":{"id":629769422,"gmtCreate":1670858005490,"gmtModify":1676538447363,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"CPI預期大降會利好市場嗎？","htmlText":"答案是：不會。因爲兩天後是FOMC，不管CPI超預期還是低於預期，最終決定利率走向的還是FOMC。12月13日週二公佈CPI，12月15日週五凌晨公佈FOMC決議，兩個時間點一列，就知道本週波動肯定小不了。目前市場對於CPI預期特別樂觀，我記得上個月機構對11月CPI的雲預測是7.5，隨着11月的結束，預測普遍變成了7.3%，唯一堅持高預測的是克利夫蘭聯儲，給出的數據是7.49。無論數據是否超預期，不可否認的是CPI都在逐漸下跌，但這次數據公佈，對於市場而言還像之前那麼重要嗎？在<a href=\"https://laohu8.com/TW/620460144\" target=\"_blank\">11月30日布魯金斯學會</a>上鮑威爾表示過他認爲經濟很可能會軟着陸，而就在他發言後兩天，公佈了非常強勁的非農數據，其中時薪超預期增長。鮑威爾在問答中認爲時薪增長很重要，因爲涉及到服務通脹。11月CPI數據高於或者低於預期，其實都改變不了12月加息50基點的共識，也改變不了鮑威爾認爲聯儲對通脹打壓不夠的事實。所以數據低於預期市場也不會漲，高於預期反而打開下行空間。這次的CPI數據沒那麼重要，週五之前傾向看空。我選擇的標的是<a href=\"https://laohu8.com/S/TSM\">$臺積電(TSM)$</a> ，芯片板塊的回調趨勢最強，可以用日曆價差法也可以單腿put，注意控制好倉位： 買<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020230120%2075.0%20PUT\">$TSM 20230120 75.0 PUT$</a> 賣<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020221216%2075.0%20PUT\">$TSM 20221</a>","listText":"答案是：不會。因爲兩天後是FOMC，不管CPI超預期還是低於預期，最終決定利率走向的還是FOMC。12月13日週二公佈CPI，12月15日週五凌晨公佈FOMC決議，兩個時間點一列，就知道本週波動肯定小不了。目前市場對於CPI預期特別樂觀，我記得上個月機構對11月CPI的雲預測是7.5，隨着11月的結束，預測普遍變成了7.3%，唯一堅持高預測的是克利夫蘭聯儲，給出的數據是7.49。無論數據是否超預期，不可否認的是CPI都在逐漸下跌，但這次數據公佈，對於市場而言還像之前那麼重要嗎？在<a href=\"https://laohu8.com/TW/620460144\" target=\"_blank\">11月30日布魯金斯學會</a>上鮑威爾表示過他認爲經濟很可能會軟着陸，而就在他發言後兩天，公佈了非常強勁的非農數據，其中時薪超預期增長。鮑威爾在問答中認爲時薪增長很重要，因爲涉及到服務通脹。11月CPI數據高於或者低於預期，其實都改變不了12月加息50基點的共識，也改變不了鮑威爾認爲聯儲對通脹打壓不夠的事實。所以數據低於預期市場也不會漲，高於預期反而打開下行空間。這次的CPI數據沒那麼重要，週五之前傾向看空。我選擇的標的是<a href=\"https://laohu8.com/S/TSM\">$臺積電(TSM)$</a> ，芯片板塊的回調趨勢最強，可以用日曆價差法也可以單腿put，注意控制好倉位： 買<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020230120%2075.0%20PUT\">$TSM 20230120 75.0 PUT$</a> 賣<a target=\"_blank\" href=\"https://laohu8.com/OPT/TSM%2020221216%2075.0%20PUT\">$TSM 20221</a>","text":"答案是：不會。因爲兩天後是FOMC，不管CPI超預期還是低於預期，最終決定利率走向的還是FOMC。12月13日週二公佈CPI，12月15日週五凌晨公佈FOMC決議，兩個時間點一列，就知道本週波動肯定小不了。目前市場對於CPI預期特別樂觀，我記得上個月機構對11月CPI的雲預測是7.5，隨着11月的結束，預測普遍變成了7.3%，唯一堅持高預測的是克利夫蘭聯儲，給出的數據是7.49。無論數據是否超預期，不可否認的是CPI都在逐漸下跌，但這次數據公佈，對於市場而言還像之前那麼重要嗎？在11月30日布魯金斯學會上鮑威爾表示過他認爲經濟很可能會軟着陸，而就在他發言後兩天，公佈了非常強勁的非農數據，其中時薪超預期增長。鮑威爾在問答中認爲時薪增長很重要，因爲涉及到服務通脹。11月CPI數據高於或者低於預期，其實都改變不了12月加息50基點的共識，也改變不了鮑威爾認爲聯儲對通脹打壓不夠的事實。所以數據低於預期市場也不會漲，高於預期反而打開下行空間。這次的CPI數據沒那麼重要，週五之前傾向看空。我選擇的標的是$臺積電(TSM)$ ，芯片板塊的回調趨勢最強，可以用日曆價差法也可以單腿put，注意控制好倉位： 買$TSM 20230120 75.0 PUT$ 賣$TSM 20221","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629769422","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923296966,"gmtCreate":1670859740955,"gmtModify":1676538447856,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923296966","repostId":"1151934305","repostType":4,"repost":{"id":"1151934305","pubTimestamp":1670854655,"share":"https://www.laohu8.com/m/news/1151934305?lang=&edition=full","pubTime":"2022-12-12 22:17","market":"us","language":"zh","title":"美国CPI迟迟不退，“烧坏了”通胀保值债券","url":"https://stock-news.laohu8.com/highlight/detail?id=1151934305","media":"华尔街见闻","summary":"“抗通胀神器”TIPS也具有与美债相同的利率风险敞口。","content":"<html><head></head><body><p>随着美国遭遇40年来最严重的通货膨胀，投资者涌向华尔街的一个角落，那里似乎是一个可靠的避难所——通胀保值债券(TIPS)。</p><p>然而，债券市场的残酷现实粉碎了这种安全感。事实上，<b>美联储的激进加息导致TIPs与其他债券一起大幅下跌，下跌幅度之大，超过了通胀补偿的部分。</b></p><p>尽管过去两个月债市因市场押注美联储放缓加息步伐反弹，但彭博通胀保值债券今年仍下跌近10%，这是自20世纪90年代成立以来最大的跌幅，仅略低于其他美债所受的打击。</p><p>据媒体周一报道，MUFG美国宏观策略主管George Goncalves对此表示：</p><blockquote><b>TIPs产品不是纯粹的通胀对冲工具，具有与其他债券相同的潜在利率风险敞口。</b></blockquote><blockquote>对TIPs持有人来说，这是一个教训，鉴于收益较低，损失可能是不可避免的，这是几十年来前所未见的一年。</blockquote><p>通胀之火烧到了避风港</p><p>这一形势表明，<b>美联储宽松货币政策戛然而止，很大程度上搅乱了美国金融市场的各个角落，甚至那些被视为无风险的避风港。</b></p><p>TIPs与其他美国政府债券类似，利息按固定利率支付。关键的区别在于，本金会据消费物价指数调整，因此当通胀上升时，利息也会增长。</p><p>这就保证了，如果持有债券到期，投资者将获得额外补偿。但当价格因美联储加息而暴跌时，它几乎无法缓冲损失。正如今年美联储开始自20世纪80年代以来最激进的货币政策紧缩周期时那样。</p><p>随着利率上升以及投资者对美联储抗通胀的信心增强，10年期TIPs的收益率从2021年11月的-1.25%飙升至10月底的1.82%。同时，美债从低点反弹，重新点燃了华尔街对债券的需求，TIPs也是如此，在过去两个月里，TIPs实现了正收益，可能会继续上涨，特别是如果通胀持续高于预期。</p><p>现在是时候买入TIPs吗？</p><p>目前，五年期TIPs盈亏平衡收益率约为2.4%，远低于当前的通胀率。经济学家预计劳工部周二报告，11月CPI同比增长7.3%，仅略低于一个月前的7.7%。</p><p>贝莱德iShares美洲投资战略主管Gargi Chaudhuri预计，劳动力短缺和供应限制将使通胀高于疫情爆发前的水平。她表示：</p><blockquote>10年期和30年期通胀保值国债的当前价格为客户提供了买入机会，通胀率仍高于市场目前预期。</blockquote><blockquote>美联储将通胀率降至5%是很容易的，回到2%才是真正的战斗，这需要一段时间。</blockquote><p><b>然而，鉴于今年的表现，投资者可能并不急于转向TIPs，特别是如果经济增长放缓强化市场对美联储战胜通胀的信心。</b></p><p>彭博首席美国利率策略师Ira Jersey指出：</p><blockquote>随着通胀下降，投资者意识到2022年TIPs的利率风险敞口超过了通胀补偿率，一些人可能会继续抛售TIPs，这种抛售可能会对反弹构成挑战。</blockquote></body></html>","source":"live_wallstreetcn","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>美国CPI迟迟不退，“烧坏了”通胀保值债券</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美国CPI迟迟不退，“烧坏了”通胀保值债券\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 22:17 北京时间 <a href=https://wallstreetcn.com/articles/3677293><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美国遭遇40年来最严重的通货膨胀，投资者涌向华尔街的一个角落，那里似乎是一个可靠的避难所——通胀保值债券(TIPS)。然而，债券市场的残酷现实粉碎了这种安全感。事实上，美联储的激进加息导致TIPs与其他债券一起大幅下跌，下跌幅度之大，超过了通胀补偿的部分。尽管过去两个月债市因市场押注美联储放缓加息步伐反弹，但彭博通胀保值债券今年仍下跌近10%，这是自20世纪90年代成立以来最大的跌幅，仅略低于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3677293\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc363119be7c8f2363fc47d29b0f62f7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3677293","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1151934305","content_text":"随着美国遭遇40年来最严重的通货膨胀，投资者涌向华尔街的一个角落，那里似乎是一个可靠的避难所——通胀保值债券(TIPS)。然而，债券市场的残酷现实粉碎了这种安全感。事实上，美联储的激进加息导致TIPs与其他债券一起大幅下跌，下跌幅度之大，超过了通胀补偿的部分。尽管过去两个月债市因市场押注美联储放缓加息步伐反弹，但彭博通胀保值债券今年仍下跌近10%，这是自20世纪90年代成立以来最大的跌幅，仅略低于其他美债所受的打击。据媒体周一报道，MUFG美国宏观策略主管George Goncalves对此表示：TIPs产品不是纯粹的通胀对冲工具，具有与其他债券相同的潜在利率风险敞口。对TIPs持有人来说，这是一个教训，鉴于收益较低，损失可能是不可避免的，这是几十年来前所未见的一年。通胀之火烧到了避风港这一形势表明，美联储宽松货币政策戛然而止，很大程度上搅乱了美国金融市场的各个角落，甚至那些被视为无风险的避风港。TIPs与其他美国政府债券类似，利息按固定利率支付。关键的区别在于，本金会据消费物价指数调整，因此当通胀上升时，利息也会增长。这就保证了，如果持有债券到期，投资者将获得额外补偿。但当价格因美联储加息而暴跌时，它几乎无法缓冲损失。正如今年美联储开始自20世纪80年代以来最激进的货币政策紧缩周期时那样。随着利率上升以及投资者对美联储抗通胀的信心增强，10年期TIPs的收益率从2021年11月的-1.25%飙升至10月底的1.82%。同时，美债从低点反弹，重新点燃了华尔街对债券的需求，TIPs也是如此，在过去两个月里，TIPs实现了正收益，可能会继续上涨，特别是如果通胀持续高于预期。现在是时候买入TIPs吗？目前，五年期TIPs盈亏平衡收益率约为2.4%，远低于当前的通胀率。经济学家预计劳工部周二报告，11月CPI同比增长7.3%，仅略低于一个月前的7.7%。贝莱德iShares美洲投资战略主管Gargi Chaudhuri预计，劳动力短缺和供应限制将使通胀高于疫情爆发前的水平。她表示：10年期和30年期通胀保值国债的当前价格为客户提供了买入机会，通胀率仍高于市场目前预期。美联储将通胀率降至5%是很容易的，回到2%才是真正的战斗，这需要一段时间。然而，鉴于今年的表现，投资者可能并不急于转向TIPs，特别是如果经济增长放缓强化市场对美联储战胜通胀的信心。彭博首席美国利率策略师Ira Jersey指出：随着通胀下降，投资者意识到2022年TIPs的利率风险敞口超过了通胀补偿率，一些人可能会继续抛售TIPs，这种抛售可能会对反弹构成挑战。","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9928294035,"gmtCreate":1671287748528,"gmtModify":1676538519849,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$ </a>A","text":"$新加坡航空公司(C6L.SI)$ 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10:13","market":"us","language":"zh","title":"甲骨文大裁员！减员至少数千，节省高达10亿美元成本","url":"https://stock-news.laohu8.com/highlight/detail?id=1163743314","media":"华尔街见闻","summary":"美国科技行业正在掀起裁员或冻结招聘的风潮。","content":"<html><head></head><body><p>作者：粥七</p><p>随着大环境骤变，一些曾在疫情期间“大肆扩张”的美国科技企业纷纷拉开了裁员大幕，往日风光的科技公司不再，取而代之的是经济衰退预期下的人心惶惶。</p><p>美东时间7月8日周五，媒体引援消息人士报道称，<b><a href=\"https://laohu8.com/S/AMSWA\">美国软件</a>巨头<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公司正在考虑削减多达10亿美元的成本，而这可能直接导致其最快于8月裁减数千人。</b></p><p>消息人士表示，讨论中的裁员可能会对美国和欧洲的员工产生极大的影响，比如或将涉及为自动化客户服务和电子商务功能的软件应用程序进行营销的岗位。</p><p>甲骨文2022财年第四财季财报显示，其总营收同比增长5%至118.4亿美元，好于分析师普遍预期的116.7亿美元。其中，备受关注的云计算业务营收同比大增19%至29亿美元，彼时行业分析称，市场对科技的需求并未因通胀和经济不确定性而放缓。</p><p>然而裁员的消息顿时给这个连续八个季度营收同比增长的公司的前景泼了一盆冷水。</p><p>正如华尔街见闻此前文章所提及，美国科技行业正在掀起裁员或冻结招聘的风潮，美国5月科技企业裁员数是今年前4个月总和的近九倍，包括<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>、推特、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>在内的多家美国大型科技公司接连发布了裁员和冻结招聘计划，科技行业正经历严峻的寒冬。</p><p>不久前，全球最具价值车企特斯拉的CEO、全球首富马斯克向员工发出了“强制到岗令”，警告员工要么回办公室，要么辞职，随后便做出裁员10%的决定。</p><p>5月底，PayPal向其圣何塞总部的83名员工发出解聘通知，而在6月底，PayPal将关闭其在旧金山的办事处。</p><p>流媒体巨头奈飞也随着业绩崩塌和用户流失表示要“节流”，继5月解雇了150名员工后，在6月再一次宣布大幅裁员300人，约占员工总数的3%。</p><p>6月初，<a href=\"https://laohu8.com/S/MSFT\">微软</a>在一封内部邮件中表示，正在大幅放缓整个公司的招聘步伐，尤其是要削减网络安全部门的招聘人数。微软首席财务官艾米·胡德通知高管，招聘人数的降幅比预期要大。</p><p>Facebook（脸书）母公司Meta首席执行官马克·扎克伯格在最近的一次内部问答活动上，向该公司员工发出了措辞严厉的警告，要求他们为近期历史上最严重的经济衰退之一做好准备，“不想干可以走”。</p><p>机构人士称，<b>在美国持续高通胀背景下，美联储加快收紧货币政策的预期增强；叠加美国供应链短缺未有明显改善，以美股科技巨头为代表的美国科技企业面临巨大经营压力</b>。事实上，美国科技企业所面临的窘境在资本市场上已有所体现，而下半年科技股的走势或许也能从中窥见一二。</p></body></html>","source":"highlight_wallstreetcn","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>甲骨文大裁员！减员至少数千，节省高达10亿美元成本</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{ 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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甲骨文大裁员！减员至少数千，节省高达10亿美元成本\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 10:13 北京时间 <a href=https://wallstreetcn.com/articles/3664279><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：粥七随着大环境骤变，一些曾在疫情期间“大肆扩张”的美国科技企业纷纷拉开了裁员大幕，往日风光的科技公司不再，取而代之的是经济衰退预期下的人心惶惶。美东时间7月8日周五，媒体引援消息人士报道称，美国软件巨头甲骨文公司正在考虑削减多达10亿美元的成本，而这可能直接导致其最快于8月裁减数千人。消息人士表示，讨论中的裁员可能会对美国和欧洲的员工产生极大的影响，比如或将涉及为自动化客户服务和电子商务功能...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3664279\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3664279","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1163743314","content_text":"作者：粥七随着大环境骤变，一些曾在疫情期间“大肆扩张”的美国科技企业纷纷拉开了裁员大幕，往日风光的科技公司不再，取而代之的是经济衰退预期下的人心惶惶。美东时间7月8日周五，媒体引援消息人士报道称，美国软件巨头甲骨文公司正在考虑削减多达10亿美元的成本，而这可能直接导致其最快于8月裁减数千人。消息人士表示，讨论中的裁员可能会对美国和欧洲的员工产生极大的影响，比如或将涉及为自动化客户服务和电子商务功能的软件应用程序进行营销的岗位。甲骨文2022财年第四财季财报显示，其总营收同比增长5%至118.4亿美元，好于分析师普遍预期的116.7亿美元。其中，备受关注的云计算业务营收同比大增19%至29亿美元，彼时行业分析称，市场对科技的需求并未因通胀和经济不确定性而放缓。然而裁员的消息顿时给这个连续八个季度营收同比增长的公司的前景泼了一盆冷水。正如华尔街见闻此前文章所提及，美国科技行业正在掀起裁员或冻结招聘的风潮，美国5月科技企业裁员数是今年前4个月总和的近九倍，包括奈飞、推特、特斯拉、PayPal在内的多家美国大型科技公司接连发布了裁员和冻结招聘计划，科技行业正经历严峻的寒冬。不久前，全球最具价值车企特斯拉的CEO、全球首富马斯克向员工发出了“强制到岗令”，警告员工要么回办公室，要么辞职，随后便做出裁员10%的决定。5月底，PayPal向其圣何塞总部的83名员工发出解聘通知，而在6月底，PayPal将关闭其在旧金山的办事处。流媒体巨头奈飞也随着业绩崩塌和用户流失表示要“节流”，继5月解雇了150名员工后，在6月再一次宣布大幅裁员300人，约占员工总数的3%。6月初，微软在一封内部邮件中表示，正在大幅放缓整个公司的招聘步伐，尤其是要削减网络安全部门的招聘人数。微软首席财务官艾米·胡德通知高管，招聘人数的降幅比预期要大。Facebook（脸书）母公司Meta首席执行官马克·扎克伯格在最近的一次内部问答活动上，向该公司员工发出了措辞严厉的警告，要求他们为近期历史上最严重的经济衰退之一做好准备，“不想干可以走”。机构人士称，在美国持续高通胀背景下，美联储加快收紧货币政策的预期增强；叠加美国供应链短缺未有明显改善，以美股科技巨头为代表的美国科技企业面临巨大经营压力。事实上，美国科技企业所面临的窘境在资本市场上已有所体现，而下半年科技股的走势或许也能从中窥见一二。","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925511763,"gmtCreate":1672063787952,"gmtModify":1676538628746,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$ </a>A","listText":"<a href=\"https://ttm.financial/S/BVA.SI\">$顶级手套有限公司(BVA.SI)$ </a>A","text":"$顶级手套有限公司(BVA.SI)$ A","images":[{"img":"https://community-static.tradeup.com/news/dd5b872e06602553d9eeab502aeea51f","width":"1284","height":"2505"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925511763","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9998283911,"gmtCreate":1661005256736,"gmtModify":1676536437864,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998283911","repostId":"2260437405","repostType":4,"repost":{"id":"2260437405","pubTimestamp":1660960527,"share":"https://www.laohu8.com/m/news/2260437405?lang=&edition=full","pubTime":"2022-08-20 09:55","market":"us","language":"zh","title":"美联储高官频频鹰派发声，给鲍威尔下周央行大会提前“定调”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2260437405","media":"华尔街见闻","summary":"美联储高官们最近的频频发生暗示，控制通胀仍然是美联储的首要目标，即便加息可能会将美国经济拖入衰退。市场认为，这可能是在为下周五美联储主席鲍威尔在全球央行大会上的鹰派讲话预热。下周，最令全球投资者瞩目的","content":"<html><head></head><body><blockquote>美联储高官们最近的频频发生暗示，控制通胀仍然是美联储的首要目标，即便加息可能会将美国经济拖入衰退。市场认为，这可能是在为下周五美联储主席鲍威尔在全球央行大会上的鹰派讲话预热。</blockquote><p>下周，最令全球投资者瞩目的财经事件之一就是8月26日下周五在美国怀俄明州举办的杰克逊霍尔全球央行年会了。在这场活动中，美联储主席鲍威尔将发表讲话，讨论经济前景，其讲话内容可能预示着美国的借贷成本走向。</p><p><b>在鲍威尔发表观点之前，其他美联储高官最近纷纷发表鹰派言论，似乎是在为鲍威尔的讲话“定调”。</b></p><p>美联储观察人士预计，鲍威尔将发表强硬言论，因为他强化了央行抑制通胀和控制未来物价上涨预期的目标。</p><p><b>8月19日周五，里士满联储主席巴尔金（Thomas Barkin）表示，即使通胀导致经济陷入衰退，美联储也必须继续对抗通胀。</b></p><p>就在一天前，三位美联储高官纷纷发表鹰派言论。</p><p><b>美联储大鹰派圣路易斯联储主席布拉德（James Bullard）表示，他倾向于美联储9月加息75个基点。</b></p><p>布拉德说，他正在考虑在下个月的美联储议息会议上支持再次大幅加息，并补充说他还没有准备好经济已经经历了通胀飙升的最糟糕时期：</p><blockquote>我们应该继续迅速将政策利率提高到将对通胀造成重大下行压力的水平。我真的不明白为什么要将加息拖到明年。</blockquote><p>在谈到下个月的议息会议时，他说：</p><blockquote>我现在倾向于再次加息75个基点。我认为我们对经济的解读相对较好，而且我们的通胀率非常高，所以我认为继续提高政策利率并进入能够控制通胀的区间是有意义的。</blockquote><p><b>同一天，另一位美联储鹰派官员堪萨斯城联储主席乔治（Esther George）也表达了类似的观点。她认为，美国通胀虽然可能正在趋于缓和，但仍然偏高：</b></p><blockquote>美国7月CPI数据是鼓舞人心的，但现在就宣布拜登政府抗通胀取得胜利还显得操之过急。</blockquote><p><b>周四，向来被视作美联储鸽派官员的旧金山联储主席戴利（Mary Daly）则认为，美联储应在年底前将利率“略微”提高到3%以上，以冷却通胀：</b></p><blockquote>我们需要提高利率，至少达到中性水平，约为3%，但可能会进入限制性区域。</blockquote><p><b>戴利进一步称，具体9月加息多少，要看接下来的经济数据，50个基点或者75个基点，都可能是合适的加息幅度。</b></p><p><b>尽管戴利的表态相对温和，但由于她向来相对鸽派，她所称的可能加息75个基点，依然打破了市场对美联储暂停加息或者大幅收窄加息幅度的期待。</b></p><p><b>她还进一步说：</b></p><blockquote><b>我们不希望市场认为美联储的路径是驼峰形的，即今年迅速加息，明年再大举降息。</b></blockquote><p><b>市场如何反应？</b></p><p><b>本周的市场，似乎已经开始对美联储的鹰派观点做出反应。</b></p><p>本周主要美股指均累计下跌，上周涨超3%的纳指和标普分别累跌2.62%和1.21%，上周涨近3%的纳斯达克100累跌2.38%，均结束截至上周连涨四周所创的去年11月以来最长连涨周；上周涨近3%的道指累跌0.16%，在上周反弹后回落；上周涨近5%的罗素2000累跌2.94%，跌幅居首。</p><p>十年期美国国债收益率本月则已经走高了40个基点。</p><p>此外，美联储高官们的鹰派言论导致美元飙升，<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>本周飙升2%，这是自2020年4月以来的最大单周涨幅。</p><p><img src=\"https://static.tigerbbs.com/ba50522a5146d203646cf9defca7a42f\" tg-width=\"720\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>加密货币的表现似乎也受到了美联储鹰派立场的波及，周五出现暴跌。</p><p><img src=\"https://static.tigerbbs.com/4b9d3b186336496f29f7cb014dac4410\" tg-width=\"720\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><b>市场仍预期明年美联储将降息</b></p><p>尽管市场相信美联储今年内将“说到做到”，贯彻鹰派立场，但市场对明年美联储降息的预期却越来越高。</p><p><img src=\"https://static.tigerbbs.com/3263305c8596c88b8e08bf2006e1cf14\" tg-width=\"720\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>投资研究所高级投资策略师Ann-Katrin Petersen认为：</p><blockquote>为了将通胀率降至2%的目标，美联储将不得不压制经济。</blockquote><blockquote><b>但是，为了促进增长，美联储将在某个时候“接受与通胀共存”。</b> 与市场目前似乎预期的情况相比，这种鸽派转向不太可能在短期内出现，但这种鸽派转向可能会在2023年到来。</blockquote></body></html>","source":"highlight_wallstreetcn","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>美联储高官频频鹰派发声，给鲍威尔下周央行大会提前“定调”？</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美联储高官频频鹰派发声，给鲍威尔下周央行大会提前“定调”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 09:55 北京时间 <a href=https://wallstreetcn.com/articles/3668238><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储高官们最近的频频发生暗示，控制通胀仍然是美联储的首要目标，即便加息可能会将美国经济拖入衰退。市场认为，这可能是在为下周五美联储主席鲍威尔在全球央行大会上的鹰派讲话预热。下周，最令全球投资者瞩目的财经事件之一就是8月26日下周五在美国怀俄明州举办的杰克逊霍尔全球央行年会了。在这场活动中，美联储主席鲍威尔将发表讲话，讨论经济前景，其讲话内容可能预示着美国的借贷成本走向。在鲍威尔发表观点之前，其他...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3668238\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","BK4559":"巴菲特持仓"},"source_url":"https://wallstreetcn.com/articles/3668238","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2260437405","content_text":"美联储高官们最近的频频发生暗示，控制通胀仍然是美联储的首要目标，即便加息可能会将美国经济拖入衰退。市场认为，这可能是在为下周五美联储主席鲍威尔在全球央行大会上的鹰派讲话预热。下周，最令全球投资者瞩目的财经事件之一就是8月26日下周五在美国怀俄明州举办的杰克逊霍尔全球央行年会了。在这场活动中，美联储主席鲍威尔将发表讲话，讨论经济前景，其讲话内容可能预示着美国的借贷成本走向。在鲍威尔发表观点之前，其他美联储高官最近纷纷发表鹰派言论，似乎是在为鲍威尔的讲话“定调”。美联储观察人士预计，鲍威尔将发表强硬言论，因为他强化了央行抑制通胀和控制未来物价上涨预期的目标。8月19日周五，里士满联储主席巴尔金（Thomas Barkin）表示，即使通胀导致经济陷入衰退，美联储也必须继续对抗通胀。就在一天前，三位美联储高官纷纷发表鹰派言论。美联储大鹰派圣路易斯联储主席布拉德（James Bullard）表示，他倾向于美联储9月加息75个基点。布拉德说，他正在考虑在下个月的美联储议息会议上支持再次大幅加息，并补充说他还没有准备好经济已经经历了通胀飙升的最糟糕时期：我们应该继续迅速将政策利率提高到将对通胀造成重大下行压力的水平。我真的不明白为什么要将加息拖到明年。在谈到下个月的议息会议时，他说：我现在倾向于再次加息75个基点。我认为我们对经济的解读相对较好，而且我们的通胀率非常高，所以我认为继续提高政策利率并进入能够控制通胀的区间是有意义的。同一天，另一位美联储鹰派官员堪萨斯城联储主席乔治（Esther George）也表达了类似的观点。她认为，美国通胀虽然可能正在趋于缓和，但仍然偏高：美国7月CPI数据是鼓舞人心的，但现在就宣布拜登政府抗通胀取得胜利还显得操之过急。周四，向来被视作美联储鸽派官员的旧金山联储主席戴利（Mary Daly）则认为，美联储应在年底前将利率“略微”提高到3%以上，以冷却通胀：我们需要提高利率，至少达到中性水平，约为3%，但可能会进入限制性区域。戴利进一步称，具体9月加息多少，要看接下来的经济数据，50个基点或者75个基点，都可能是合适的加息幅度。尽管戴利的表态相对温和，但由于她向来相对鸽派，她所称的可能加息75个基点，依然打破了市场对美联储暂停加息或者大幅收窄加息幅度的期待。她还进一步说：我们不希望市场认为美联储的路径是驼峰形的，即今年迅速加息，明年再大举降息。市场如何反应？本周的市场，似乎已经开始对美联储的鹰派观点做出反应。本周主要美股指均累计下跌，上周涨超3%的纳指和标普分别累跌2.62%和1.21%，上周涨近3%的纳斯达克100累跌2.38%，均结束截至上周连涨四周所创的去年11月以来最长连涨周；上周涨近3%的道指累跌0.16%，在上周反弹后回落；上周涨近5%的罗素2000累跌2.94%，跌幅居首。十年期美国国债收益率本月则已经走高了40个基点。此外，美联储高官们的鹰派言论导致美元飙升，美元指数本周飙升2%，这是自2020年4月以来的最大单周涨幅。加密货币的表现似乎也受到了美联储鹰派立场的波及，周五出现暴跌。市场仍预期明年美联储将降息尽管市场相信美联储今年内将“说到做到”，贯彻鹰派立场，但市场对明年美联储降息的预期却越来越高。贝莱德投资研究所高级投资策略师Ann-Katrin Petersen认为：为了将通胀率降至2%的目标，美联储将不得不压制经济。但是，为了促进增长，美联储将在某个时候“接受与通胀共存”。 与市场目前似乎预期的情况相比，这种鸽派转向不太可能在短期内出现，但这种鸽派转向可能会在2023年到来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903486633,"gmtCreate":1659060556223,"gmtModify":1676536252154,"author":{"id":"3564911897267160","authorId":"3564911897267160","name":"Ysw16888","avatar":"https://static.tigerbbs.com/1423ff0b5d25f0f11370c91853168cc2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>A","listText":"<a 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21:35","market":"other","language":"zh","title":"美股盘初拉升，纳指涨逾1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107665403","media":"老虎资讯综合","summary":"7月7日，美股盘初拉升，纳指涨1%，标普500指数涨约0.9%，道指涨0.7%。","content":"<html><head></head><body><p>7月7日，美股盘初拉升，纳指涨1%，标普500指数涨约0.9%，道指涨0.7%。</p><p><img src=\"https://static.tigerbbs.com/b35d38c8e387600b9e05fd3872d7a905\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>美股盘初拉升，纳指涨逾1%</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; 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21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月7日，美股盘初拉升，纳指涨1%，标普500指数涨约0.9%，道指涨0.7%。</p><p><img src=\"https://static.tigerbbs.com/b35d38c8e387600b9e05fd3872d7a905\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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