KK风筝 personal page - To The Moon

KK风筝

KK风筝

投机取巧。为了更好地享受生活。

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2020-11-30

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@盘后交易员:$理想汽車(LI)$理想終於當老大$小鵬汽車(XPEV)$$蔚來(NIO)$

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Read punch card

@Yiannis:BlackBerry's Reversal Of Fortune

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$Meta Platforms(META)$[财迷] [财迷] [财迷] [财迷] [财迷]

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$小米集团-W(01810)$[开心] [开心] [开心] [开心]

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good

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$AMC院线(AMC)$Buy in calculate 。waiting for another train come

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??

为了芯片！刚刚，1.7万亿美团也出手了！

Go to Tiger App to see more news

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[财迷]","images":[{"img":"https://community-static.tradeup.com/news/462d9b66857ae5628cfaef8f4715d6ca","width":"1125","height":"2061"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986334389","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917944754,"gmtCreate":1665424719479,"gmtModify":1676537603639,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$</a><v-v data-views=\"1\"></v-v>[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$</a><v-v 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917944754","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934559327,"gmtCreate":1663285226070,"gmtModify":1676537242241,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934559327","repostId":"1180801556","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934550209,"gmtCreate":1663285200701,"gmtModify":1676537242223,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"see","listText":"see","text":"see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934550209","repostId":"2267863747","repostType":4,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996679705,"gmtCreate":1661170211909,"gmtModify":1676536465796,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>Buy in calculate 。waiting for another train come","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>Buy in calculate 。waiting for another train come","text":"$AMC院线(AMC)$Buy in calculate 。waiting for another train come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996679705","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142110757,"gmtCreate":1626135993580,"gmtModify":1703753965046,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142110757","repostId":"1153344848","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":391451112,"gmtCreate":1606750150036,"gmtModify":1704966699149,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"Great 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href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>","text":"$理想汽車(LI)$理想終於當老大$小鵬汽車(XPEV)$$蔚來(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391432279","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":391451112,"gmtCreate":1606750150036,"gmtModify":1704966699149,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/391451112","repostId":"391432279","repostType":1,"repost":{"id":391432279,"gmtCreate":1606746895391,"gmtModify":1704966637146,"author":{"id":"3541796232341104","authorId":"3541796232341104","name":"盘后交易员","avatar":"https://static.tigerbbs.com/01a0baa6f9ef57f641120e185427fc2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541796232341104","authorIdStr":"3541796232341104"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>理想終於當老大<a href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽車(LI)$</a>理想終於當老大<a href=\"https://laohu8.com/S/XPEV\">$小鵬汽車(XPEV)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>","text":"$理想汽車(LI)$理想終於當老大$小鵬汽車(XPEV)$$蔚來(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391432279","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949167710,"gmtCreate":1678443423631,"gmtModify":1678443427490,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"Read punch card","listText":"Read punch card","text":"Read punch card","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949167710","repostId":"9949334774","repostType":1,"repost":{"id":9949334774,"gmtCreate":1678354795998,"gmtModify":1678355600112,"author":{"id":"4114775922899662","authorId":"4114775922899662","name":"Yiannis","avatar":"https://community-static.tradeup.com/news/0196a755f37421d4c173301ca5159810","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114775922899662","authorIdStr":"4114775922899662"},"themes":[],"title":"BlackBerry's Reversal Of Fortune","htmlText":"Investment ThesisBlackBerry Limited (NYSE:BB) is enduring cyclic adversities in its financial performance and market valuations. As a result of a negative forecast for the fiscal fourth-quarter performance,&nbsp;BB shares plunged13%. However, its long-term fundamentals suggest anupside potential over the coming years.Indeed, the cybersecurity business is having a terrible year, exposing the firm's challenges, while the auto segment remains the growth catalyst for BlackBerry's business. Nevertheless, the pullback has created an attractive entry point, and BB is a&nbsp;speculative&nbsp;buy&nbsp;for the short term.BlackBerry's Financial Performance &amp; OutlookBlackBerry's revenue isexpected to declineby around 16% in the fiscal year 2023 compared to theprevious year, based on a preliminary","listText":"Investment ThesisBlackBerry Limited (NYSE:BB) is enduring cyclic adversities in its financial performance and market valuations. As a result of a negative forecast for the fiscal fourth-quarter performance,&nbsp;BB shares plunged13%. However, its long-term fundamentals suggest anupside potential over the coming years.Indeed, the cybersecurity business is having a terrible year, exposing the firm's challenges, while the auto segment remains the growth catalyst for BlackBerry's business. Nevertheless, the pullback has created an attractive entry point, and BB is a&nbsp;speculative&nbsp;buy&nbsp;for the short term.BlackBerry's Financial Performance &amp; OutlookBlackBerry's revenue isexpected to declineby around 16% in the fiscal year 2023 compared to theprevious year, based on a preliminary","text":"Investment ThesisBlackBerry Limited (NYSE:BB) is enduring cyclic adversities in its financial performance and market valuations. As a result of a negative forecast for the fiscal fourth-quarter performance, BB shares plunged13%. However, its long-term fundamentals suggest anupside potential over the coming years.Indeed, the cybersecurity business is having a terrible year, exposing the firm's challenges, while the auto segment remains the growth catalyst for BlackBerry's business. Nevertheless, the pullback has created an attractive entry point, and BB is a speculative buy for the short term.BlackBerry's Financial Performance & OutlookBlackBerry's revenue isexpected to declineby around 16% in the fiscal year 2023 compared to theprevious year, based on a preliminary","images":[{"img":"https://community-static.tradeup.com/news/5c439730df03623bb17f52229c1d3624","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/a33edcf346f9b9604f2630f9eb96611b","width":"640","height":"427"},{"img":"https://community-static.tradeup.com/news/917bfb03ef7ae438fc6fa30b420fefa7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949334774","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955465669,"gmtCreate":1675685870152,"gmtModify":1675685874093,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955465669","repostId":"1193770494","repostType":2,"repost":{"id":"1193770494","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":1675675163,"share":"https://ttm.financial/m/news/1193770494?lang=&edition=fundamental","pubTime":"2023-02-06 17:19","market":"us","language":"zh","title":"盘前异动 | 美股ChatGPT概念股飙升！法拉第未来大涨逾30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193770494","media":"老虎资讯综合","summary":"2月6日，美股指期货震荡走低，截止发稿，道指期货跌0.44%，纳指期货跌0.75%，标普500指数期货跌0.57%。热门中概股盘前多数走低，爱奇艺跌超4%，高途、哔哩哔哩跌超3%，蔚来、小鹏汽车跌超2","content":"<html><head></head><body><p>2月6日，美股指期货震荡走低，截止发稿，道指期货跌0.44%，纳指期货跌0.75%，标普500指数期货跌0.57%。</p><p><img src=\"https://static.tigerbbs.com/a8c58b0bb3c6f79fc048082f64de4bd4\" tg-width=\"415\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股盘前多数走低，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>均跌超1%；</p><p>ChatGPT概念股盘前大涨，<a href=\"https://laohu8.com/S/SOUN\">SoundHound</a>涨超15%，<a href=\"https://laohu8.com/S/BBAI\">BigBear</a>涨超11%，<a href=\"https://laohu8.com/S/BZFD\">BuzzFeed</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>涨超6%；</p><p>部分WSB概念股盘前走高，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨近5%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超2%，距离上次降价仅仅三周，特斯拉又上调了Model Y的美国售价；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前大涨超30%，此前宣布达成1.35亿美元融资，FF91 Futurist将于4月底前交付；</p><p><a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>盘前跌超6%，公司证实已向澳大利亚金矿公司Newcrest Mining提出无约束力提案，拟收购其100%已发行股份。</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\" 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17:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月6日，美股指期货震荡走低，截止发稿，道指期货跌0.44%，纳指期货跌0.75%，标普500指数期货跌0.57%。</p><p><img src=\"https://static.tigerbbs.com/a8c58b0bb3c6f79fc048082f64de4bd4\" tg-width=\"415\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p>热门中概股盘前多数走低，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超3%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>均跌超1%；</p><p>ChatGPT概念股盘前大涨，<a href=\"https://laohu8.com/S/SOUN\">SoundHound</a>涨超15%，<a href=\"https://laohu8.com/S/BBAI\">BigBear</a>涨超11%，<a href=\"https://laohu8.com/S/BZFD\">BuzzFeed</a>、<a href=\"https://laohu8.com/S/AI\">C3.ai</a>涨超6%；</p><p>部分WSB概念股盘前走高，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨超10%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>涨近5%；</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超2%，距离上次降价仅仅三周，特斯拉又上调了Model Y的美国售价；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前大涨超30%，此前宣布达成1.35亿美元融资，FF91 Futurist将于4月底前交付；</p><p><a href=\"https://laohu8.com/S/NEM\">纽曼矿业</a>盘前跌超6%，公司证实已向澳大利亚金矿公司Newcrest Mining提出无约束力提案，拟收购其100%已发行股份。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"XPEV":"小鹏汽车","PDD":"拼多多","TSLA":"特斯拉","AMC.AU":"AMCOR PLC-CDI","JD":"京东","BK4570":"地缘局势概念股","BK4534":"瑞士信贷持仓","NEM":"纽曼矿业","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4555":"新能源车","NIO":"蔚来","AMC":"AMC院线","GOTU":"高途","LU0051755006.USD":"摩根大通中国A (dist)","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","IQ":"爱奇艺","BABA":"阿里巴巴","FFIE":"Faraday 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917944754","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934559327,"gmtCreate":1663285226070,"gmtModify":1676537242241,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934559327","repostId":"1180801556","repostType":4,"repost":{"id":"1180801556","kind":"news","pubTimestamp":1663246147,"share":"https://ttm.financial/m/news/1180801556?lang=&edition=fundamental","pubTime":"2022-09-15 20:49","market":"us","language":"zh","title":"英伟达、亚马逊被砍逾40%！分析师下调美股三季度盈利预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分","content":"<html><head></head><body><p>眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。</p><p>据Barron&#39;s，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使美联储大幅加息以抗击通胀，加大了未来经济放缓甚至陷入衰退的可能性，这些都成为分析师调降预期的理由。</p><p>利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%，其中半导体行业的盈利预期下降了约15%，芯片制造巨头英伟达构成拖累。</p><p>分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值，其盈利的权重足以拖累对整个半导体行业的整体预测。</p><p>消费者需求下滑正在损害英伟达。该公司在8月底表示，宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元，比分析师的预期低10亿美元。Barron&#39;s指出，分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季，英伟达的销售额为67亿美元。今年以来，该公司股价下跌超过55%。</p><p>电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%，部分原因是消费疲软。</p><p>亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期，分析师已将季度利润预测下调约43%。</p><p>高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元，并将营业利润率预期从3.9%下调至2.6%，同时，还将EPS预期从37美分下调至22美分。分析师指出，不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。</p><p>考虑到经济环境和美联储政策的不确定性，科技股遭受的打击可能尚未结束。</p><p>高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”</p><p>Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。</p><p>不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”</p></body></html>","source":"wind","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>英伟达、亚马逊被砍逾40%！分析师下调美股三季度盈利预期</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英伟达、亚马逊被砍逾40%！分析师下调美股三季度盈利预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 20:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素，分析师下调了对第三季度企业盈利的预期，像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's，瑞士信贷的数据显示，分析师对标普500指数成分股公司第三季度总体每股收益（EPS）的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求，公司成本上涨速度超过消费者价格对利润率造成压力，同时，物价飙升迫使美联储大幅加息以抗击通胀，加大了未来经济放缓甚至陷入衰退的可能性，这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%，其中半导体行业的盈利预期下降了约15%，芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值，其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示，宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元，比分析师的预期低10亿美元。Barron's指出，分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季，英伟达的销售额为67亿美元。今年以来，该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%，部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期，分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元，并将营业利润率预期从3.9%下调至2.6%，同时，还将EPS预期从37美分下调至22美分。分析师指出，不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性，科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示：“从本质上讲，科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时，都会产生不确定性。一旦风险出现，股票就被抛售。”Sheridan指出，所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀，会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时，随着利率更快上升，经济放缓速度可能快于预期，并给仍处高位的科技股估值带来更大压力。不过，乐观的观点认为，鉴于许多科技股已经受到重创，股价已反映盈利预期的下降，因此，如果实际业绩结果好于调降后的预期，可能会提振股价。Truist联席首席投资官Keith Lerner表示：“最大的市场资产是投资者的预期很低，而且已经为坏消息做好了准备。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934550209,"gmtCreate":1663285200701,"gmtModify":1676537242223,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"see","listText":"see","text":"see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934550209","repostId":"2267863747","repostType":4,"repost":{"id":"2267863747","kind":"news","pubTimestamp":1663276991,"share":"https://ttm.financial/m/news/2267863747?lang=&edition=fundamental","pubTime":"2022-09-16 05:23","market":"hk","language":"zh","title":"外媒头条 | 美联储料将围绕加息100基点展开激烈讨论","url":"https://stock-news.laohu8.com/highlight/detail?id=2267863747","media":"环球市场播报","summary":"野村证券预测下周将加息100个基点，其认为8月的通胀报告将促使官员们加快行动。受美联储加息押注影响 金价跌至逾两年新低尽管新一轮美国经济数据表现喜忧参半，但由于市场预计美联储将更大幅加息，金价跌至了2020年4月以来的最低水平。“市场预计下周美联储将加息1个百分点，终端利率在4.5%左右，进而带来了损害，”盛宝银行大宗商品策略主管Ole Hansen表示。随着美联储大举加息，削弱了无息资产的吸引力，金价今年已下跌了近8.8%。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b> 1、美联储下周会议料将围绕是否加息100基点展开激烈讨论</b></blockquote><blockquote><b> 2、美国8月零售额在大跌后小幅回调，但市场商品需求仍十分疲弱</b></blockquote><blockquote><b> 3、受美联储加息押注影响 金价跌至逾两年新低</b></blockquote><blockquote><b> 4、专家预测美国房地产市场将出现2008年以来最大转向</b></blockquote><blockquote><b> 5、通胀笼罩下，美国人正愈发依赖贷款购买食物、燃料等必需品</b></blockquote><blockquote><b> 6、前IMF首席经济学家：美国正处于生产力衰退期，通胀程度是可怕的</b></blockquote><p><img src=\"https://static.tigerbbs.com/7630a2e28bdc4e72b8bba003c14772f7\" tg-width=\"720\" tg-height=\"486\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美联储下周会议料将围绕是否加息100基点展开激烈讨论</b></p><p>如果想表明抗通胀的决心足够坚定，美联储官员说不定可以找到下周加息100基点的理由，不过目前的基线预测仍然是加息75基点。</p><p>虽然大多数经济学家认为加息75基点是9月20-21日会议最可能的结果，但在8月高于预期的核心通胀率公布后，升息1个百分点也并非全无可能。利率期货的定价显示投资者认为加息100基点的概率约为24%，而一些美联储观察人士认为可能性更高一些。</p><p>毕马威会计师事务所首席经济学家Diane Swonk表示，“加息100基点一定在备选方案中，虽然他们最后可能还是会只加息75基点，但其中必然是经过一番纠结的”。</p><p>在一些人看来，通胀的顽固及包括劳动力市场在内其他经济领域的强劲表现为美联储实施更激进加息提供了支持。野村证券预测下周将加息100个基点，其认为8月的通胀报告将促使官员们加快行动。</p><p><img src=\"https://static.tigerbbs.com/1b23f52b7b61e1222328e7b3fc7bc73a\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国8月零售额在大跌后小幅回调，但市场商品需求仍十分疲弱</b></p><p>美国商务部周四表示，8月份全美零售额增长了0.3%。零售额是衡量消费者在包括汽车、食品和汽油在内的一系列日常商品上花费的指标。经济学家曾预计销售额会保持不变。</p><p>8月份的上涨没有考虑通货膨胀——上个月通货膨胀率上升了0.1%——这意味着消费者可能会花同样的钱，但获得的商品更少。</p><p>“面对美联储大幅通胀和加息，消费者支出实际持平，”Nationwide高级经济学家本·艾尔斯（Ben Ayers）表示。“虽然零售额小幅走高，但这很大程度上是由于价格上涨推高了美元销售额。这是今年整个经济活动总体放缓的另一个迹象。”</p><p>扣除汽车支出后，8月份的销售额实际上也下降了0.3%。不包括汽车和汽油，销售额增长0.3%。汽车和零部件经销商的销售领涨所有类别，上月跃升2.8%，帮助抵消了汽油销售下降4.2%的影响。</p><p><img src=\"https://static.tigerbbs.com/08cd85b8107f09b56ea76023e63a38ed\" tg-width=\"720\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>受美联储加息押注影响 金价跌至逾两年新低</b></p><p>尽管新一轮美国经济数据表现喜忧参半，但由于市场预计美联储将更大幅加息，金价跌至了2020年4月以来的最低水平。</p><p>“市场预计下周美联储将加息1个百分点，终端利率在4.5%左右，进而带来了损害，”盛宝银行大宗商品策略主管Ole Hansen表示。由于可能影响到美联储即将做出的利率决定，“零售销售强于预期也没有带来帮助”。</p><p>随着美联储大举加息，削弱了无息资产的吸引力，金价今年已下跌了近8.8%。美元的上涨也令金价承压，但欧洲央行官员立场越来越鹰派，正在遏制美元的涨幅。</p><p>纽约时间10：56，现货金下跌1.8%，报1，666.45美元/盎司，势将连续第三天走低。早些时候，金价一度触及1，666.35美元，为2020年4月以来的最低水平。美元即期指数上涨0.2%。白银下跌，钯金震荡，铂金走强。</p><p><img src=\"https://static.tigerbbs.com/112d48fb9bd982779fc3d9b2b1e94434\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>专家预测美国房地产市场将出现2008年以来最大转向</b></p><p>在经历了两年创纪录的房产销售量之后，数据显示美国房地产市场开始转向降温。</p><p>自2021年3月以来，美国房屋平均售价首次低于其标价，高抵押贷款利率影响着人们的负担能力。抵押贷款利率达到了14年来的最高水平，接近6%。</p><p>“这是自2008年房地产市场崩溃以来房地产市场最急剧的转折。”经济学家达里尔·费尔韦瑟（Daryl Fairweather）说。</p><p>尽管房价仍高于一年前，目前平均房价略低于37万美元，但通胀和高利率正在放缓市场。</p><p>Fairweather表示：“自2008年、2007年以来，我们从未见过如此高的利率，因此这与我们已经习惯的房地产市场相比是一个巨大的变化。”。</p><p><img src=\"https://static.tigerbbs.com/2c20e05050e1b73a571404d064e8484d\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>通胀笼罩下，美国人正愈发依赖贷款购买食物、燃料等必需品</b></p><p>持续数月的通货膨胀正在给美国人的钱包带来损失。数据显示，越来越多的消费者求助于信用卡，甚至“先买后付”（BNPL，Buy Now Pay Later）贷款来支付食品杂货和汽油等必需品的费用。</p><p>据美国劳工部最新的消费者价格指数显示，8月份包括燃料、食品和租金在内的日常用品价格同比上涨8.3%，这表明尽管有放缓的希望，通胀仍然居高不下。但食品和汽油成本甚至更高，分别同比上涨11.4%和25.6%。</p><p>随着工资增长无法跟上生活必需品价格的飙升，消费者越来越依赖信贷来支付不断上涨的成本。</p><p>纽约联邦储备银行（Federal Reserve Bank of New York）报告称，美国家庭持有的信用卡债务在第二季度按年计算激增了13%，这是20多年来最大幅度的攀升。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>最近的一项研究发现，美国人也依赖信用卡来抵消日常开支。</p><p><img src=\"https://static.tigerbbs.com/8451d0fe6d9bbb38e7c7490936b0c920\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>前IMF首席经济学家：美国正处于生产力衰退期，通胀程度是可怕的</b></p><p>前国际货币基金组织（IMF）首席经济学家肯尼斯·罗格夫（Kenneth·Rogoff）近日发表了一份措辞严厉的经济评估报告，报告指出，美国正处于历史上的生产力衰退期，美联储所采取的政策不足以冷却通胀，此时市场尚未能完全消化利率攀升的幅度。</p><p>罗格夫在近期的一个采访中对美联储愿意冒多大的经济衰退风险来加息表示质疑。他认为美国民众将面临一个十分棘手的问题，那就是在美联储的政策影响下，他们愿意经历多长时间的经济衰退？</p><p>罗格夫表示，目前数据所显示的通货膨胀程度是可怕的，且美联储前期政策效果不理想，民众真实工资水平比表面上显示的数据更加糟糕。</p></body></html>","source":"sina_symbol","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>外媒头条 | 美联储料将围绕加息100基点展开激烈讨论</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{ 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.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外媒头条 | 美联储料将围绕加息100基点展开激烈讨论\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 05:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-16/doc-imqmmtha7492832.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、美联储下周会议料将围绕是否加息100基点展开激烈讨论 2、美国8月零售额在大跌后小幅回调，但市场商品需求仍十分疲弱 3、受美联储加息押注影响 金价跌至逾两年新低 4、专家预测美国房地产市场将出现2008年以来最大转向 5、通胀笼罩下，美国人正愈发依赖贷款购买食物、燃料等必需品 6、前IMF首席经济学家：美国正处于生产力衰退期，通胀程度是可怕的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-16/doc-imqmmtha7492832.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/112d48fb9bd982779fc3d9b2b1e94434","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","SDOW":"道指三倍做空ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-16/doc-imqmmtha7492832.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267863747","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、美联储下周会议料将围绕是否加息100基点展开激烈讨论 2、美国8月零售额在大跌后小幅回调，但市场商品需求仍十分疲弱 3、受美联储加息押注影响 金价跌至逾两年新低 4、专家预测美国房地产市场将出现2008年以来最大转向 5、通胀笼罩下，美国人正愈发依赖贷款购买食物、燃料等必需品 6、前IMF首席经济学家：美国正处于生产力衰退期，通胀程度是可怕的美联储下周会议料将围绕是否加息100基点展开激烈讨论如果想表明抗通胀的决心足够坚定，美联储官员说不定可以找到下周加息100基点的理由，不过目前的基线预测仍然是加息75基点。虽然大多数经济学家认为加息75基点是9月20-21日会议最可能的结果，但在8月高于预期的核心通胀率公布后，升息1个百分点也并非全无可能。利率期货的定价显示投资者认为加息100基点的概率约为24%，而一些美联储观察人士认为可能性更高一些。毕马威会计师事务所首席经济学家Diane Swonk表示，“加息100基点一定在备选方案中，虽然他们最后可能还是会只加息75基点，但其中必然是经过一番纠结的”。在一些人看来，通胀的顽固及包括劳动力市场在内其他经济领域的强劲表现为美联储实施更激进加息提供了支持。野村证券预测下周将加息100个基点，其认为8月的通胀报告将促使官员们加快行动。美国8月零售额在大跌后小幅回调，但市场商品需求仍十分疲弱美国商务部周四表示，8月份全美零售额增长了0.3%。零售额是衡量消费者在包括汽车、食品和汽油在内的一系列日常商品上花费的指标。经济学家曾预计销售额会保持不变。8月份的上涨没有考虑通货膨胀——上个月通货膨胀率上升了0.1%——这意味着消费者可能会花同样的钱，但获得的商品更少。“面对美联储大幅通胀和加息，消费者支出实际持平，”Nationwide高级经济学家本·艾尔斯（Ben Ayers）表示。“虽然零售额小幅走高，但这很大程度上是由于价格上涨推高了美元销售额。这是今年整个经济活动总体放缓的另一个迹象。”扣除汽车支出后，8月份的销售额实际上也下降了0.3%。不包括汽车和汽油，销售额增长0.3%。汽车和零部件经销商的销售领涨所有类别，上月跃升2.8%，帮助抵消了汽油销售下降4.2%的影响。受美联储加息押注影响 金价跌至逾两年新低尽管新一轮美国经济数据表现喜忧参半，但由于市场预计美联储将更大幅加息，金价跌至了2020年4月以来的最低水平。“市场预计下周美联储将加息1个百分点，终端利率在4.5%左右，进而带来了损害，”盛宝银行大宗商品策略主管Ole Hansen表示。由于可能影响到美联储即将做出的利率决定，“零售销售强于预期也没有带来帮助”。随着美联储大举加息，削弱了无息资产的吸引力，金价今年已下跌了近8.8%。美元的上涨也令金价承压，但欧洲央行官员立场越来越鹰派，正在遏制美元的涨幅。纽约时间10：56，现货金下跌1.8%，报1，666.45美元/盎司，势将连续第三天走低。早些时候，金价一度触及1，666.35美元，为2020年4月以来的最低水平。美元即期指数上涨0.2%。白银下跌，钯金震荡，铂金走强。专家预测美国房地产市场将出现2008年以来最大转向在经历了两年创纪录的房产销售量之后，数据显示美国房地产市场开始转向降温。自2021年3月以来，美国房屋平均售价首次低于其标价，高抵押贷款利率影响着人们的负担能力。抵押贷款利率达到了14年来的最高水平，接近6%。“这是自2008年房地产市场崩溃以来房地产市场最急剧的转折。”经济学家达里尔·费尔韦瑟（Daryl Fairweather）说。尽管房价仍高于一年前，目前平均房价略低于37万美元，但通胀和高利率正在放缓市场。Fairweather表示：“自2008年、2007年以来，我们从未见过如此高的利率，因此这与我们已经习惯的房地产市场相比是一个巨大的变化。”。通胀笼罩下，美国人正愈发依赖贷款购买食物、燃料等必需品持续数月的通货膨胀正在给美国人的钱包带来损失。数据显示，越来越多的消费者求助于信用卡，甚至“先买后付”（BNPL，Buy Now Pay Later）贷款来支付食品杂货和汽油等必需品的费用。据美国劳工部最新的消费者价格指数显示，8月份包括燃料、食品和租金在内的日常用品价格同比上涨8.3%，这表明尽管有放缓的希望，通胀仍然居高不下。但食品和汽油成本甚至更高，分别同比上涨11.4%和25.6%。随着工资增长无法跟上生活必需品价格的飙升，消费者越来越依赖信贷来支付不断上涨的成本。纽约联邦储备银行（Federal Reserve Bank of New York）报告称，美国家庭持有的信用卡债务在第二季度按年计算激增了13%，这是20多年来最大幅度的攀升。富国银行最近的一项研究发现，美国人也依赖信用卡来抵消日常开支。前IMF首席经济学家：美国正处于生产力衰退期，通胀程度是可怕的前国际货币基金组织（IMF）首席经济学家肯尼斯·罗格夫（Kenneth·Rogoff）近日发表了一份措辞严厉的经济评估报告，报告指出，美国正处于历史上的生产力衰退期，美联储所采取的政策不足以冷却通胀，此时市场尚未能完全消化利率攀升的幅度。罗格夫在近期的一个采访中对美联储愿意冒多大的经济衰退风险来加息表示质疑。他认为美国民众将面临一个十分棘手的问题，那就是在美联储的政策影响下，他们愿意经历多长时间的经济衰退？罗格夫表示，目前数据所显示的通货膨胀程度是可怕的，且美联储前期政策效果不理想，民众真实工资水平比表面上显示的数据更加糟糕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996679705,"gmtCreate":1661170211909,"gmtModify":1676536465796,"author":{"id":"3567713246268891","authorId":"3567713246268891","name":"KK风筝","avatar":"https://community-static.tradeup.com/news/981757ac91ea5a06fa742ae7f16bc62b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567713246268891","authorIdStr":"3567713246268891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>Buy in calculate 。waiting for 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08:18","market":"hk","language":"zh","title":"为了芯片！刚刚，1.7万亿美团也出手了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1153344848","media":"中国基金报","summary":"半导体板块已成为今年最火爆的概念，A股来看，半导体指数自3月底以来，便暴涨近57%，不少个股沾上“半导体”概念都大涨。\n\n最新消息，王兴也出手了！美团旗下及关联公司双双入股半导体公司！\n王兴出手\n投资","content":"<div>\n<p>半导体板块已成为今年最火爆的概念，A股来看，半导体指数自3月底以来，便暴涨近57%，不少个股沾上“半导体”概念都大涨。\n\n最新消息，王兴也出手了！美团旗下及关联公司双双入股半导体公司！\n王兴出手\n投资半导体企业\n天眼查显示，近日，上海智砹芯半导体科技有限公司进行了B轮融资，美团关联公司酷讯科技、美团产业基金美团龙珠均在投资方上出现。\n此外，投资方还有旺泰恒辉投资基金、天创资本、耀途资本GGV纪源...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>为了芯片！刚刚，1.7万亿美团也出手了！</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"159813":"芯片","03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153344848","content_text":"半导体板块已成为今年最火爆的概念，A股来看，半导体指数自3月底以来，便暴涨近57%，不少个股沾上“半导体”概念都大涨。\n\n最新消息，王兴也出手了！美团旗下及关联公司双双入股半导体公司！\n王兴出手\n投资半导体企业\n天眼查显示，近日，上海智砹芯半导体科技有限公司进行了B轮融资，美团关联公司酷讯科技、美团产业基金美团龙珠均在投资方上出现。\n此外，投资方还有旺泰恒辉投资基金、天创资本、耀途资本GGV纪源资本、冯源资本。\n\n酷讯科技、美团龙珠均为美团旗下或者关联企业。北京酷讯科技有限公司由Xigua Limited全资持股，美团联合创始人穆荣均任执行董事。\n同时，上海智砹芯半导体科技发生工商变更，新增美团关联公司北京酷讯科技有限公司等为股东，同时公司注册资本由约1.75亿人民币增至约2.05亿人民币。\n\n资料显示，爱芯科技致力于高性能、低功耗人工智能处理器芯片研发，基于算法、芯片、产品的垂直整合，为合作伙伴提供全栈式解决方案，帮助客户实现最新技术快速落地。爱芯自主研发面向推理加速的神经网络处理器IP，集强大算力与超低功耗于一体，可支持物体检测、人脸识别等多种视觉任务开发，广泛应用于智慧城市，智慧零售、智能社区、智能家居、物联网设备等多个领域。\n此前投出喜茶、理想等爆款项目\n又完成了50亿元第二期基金募资\n据悉，目前，龙珠投资、美团战投以及王兴的个人投资，已经成为美团投资的“三驾马车”。此外，王兴还通过“上海汉创投资管理有限公司”和源码资本两条路径，成为辰海资本一家投资主体的最终受益人。从收益的角度看，投资业务也能赋能整个美团生态。\n其中，本次出现在爱芯科技的龙珠投资，资料显示，龙珠是美团首次发起设立美团产业基金。 美团产业基金的另一大特色是设立专业的战略顾问团队和投后管理，由王兴带队，同时包括王慧文等美团的核心管理团队。\n首期基金于 2018 年募集 20 亿元，出资人有美团、腾讯、招商资本局母基金等。\n据悉，首期基金将重点投资大消费领域C轮以前的项目投资，投资方向包括to B及to C，具体包括餐饮、零售、及酒店旅游、休闲娱乐等本地生活服务领域，单个项目的投资金额会在3000万人民币到1亿人民币之间。\n据悉，首期基金，美团龙珠资本与高瓴资本联合领投蜜雪冰城；独家投资喜茶的 B 轮融资；参与了理想汽车的 C 轮融资。现在理想汽车已经美股上市，市值 238 亿美元；蜜雪冰城也被传将于今年登陆 A 股，目前估值超 200 亿元；据多名投资人透露，目前还没有明确上市计划的喜茶，估值已达到 330 亿元。新茶饮品牌古茗奶茶，美团龙珠资本也是最大外部投资人。\n除了上述项目之外，美团龙珠资本还投资了谊品生鲜、Swiggy（印度外卖平台）、乐禾食品和幸福西饼等品牌。\n\n第二期基金近50亿元的融资在3月份举行，基石投资者中包括美团和腾讯。在完成第二期募资的同时，美团龙珠投资委员会迎来一位新的合伙人于红，成为美团龙珠投资委员会的第四位成员。\n于红先后任职于华兴资本、 GGV 纪源资本，其领域偏向科技互联网行业。在纪源资本任执行董事期间，她的投资成果包括作业帮、Musical.ly 和火花思维。\n据了解，第二期的 50 亿元除了用于继续深耕大消费的同时，将往物流等领域拓展。此前，外界曾将美团龙珠资本称为 “美团战投二部”，但在增加新的投资方向后，二者的区别会更明显。\n而王兴执掌的美团，最新市值为1.74万亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}