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开心唠唠虎
05-17
shumu
标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股
开心唠唠虎
2023-04-10
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2023-01-14
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2022-01-03
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href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>也遭建仓，比例分别为18%和4%。</p><p style=\"text-align: justify;\">经数据统计，截至一季度，<strong>Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。</strong></p><p style=\"text-align: justify;\">无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。</p><p style=\"text-align: justify;\">监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。</p><h2 id=\"id_3247067600\">中国股市爆发 外资巨头“爆买”</h2><p style=\"text-align: justify;\">今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。</p><p style=\"text-align: justify;\">此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。</p><p style=\"text-align: justify;\">和Burry相比，Tepper的回归显得更为激进。</p><p style=\"text-align: justify;\">数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。</p><p style=\"text-align: justify;\">同时，Appaloosa还是<a href=\"https://laohu8.com/S/EEMA\">iShares</a>富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。</p><p style=\"text-align: justify;\">值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。</p><p style=\"text-align: justify;\">香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。</p></body></html>","source":"wallstreetcn_hot_news","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>标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股</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标志性切换？大牌对冲基金减持美股“七姐妹”、增持阿里等中概股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 09:12 北京时间 <a href=https://wallstreetcn.com/articles/3715117><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715117\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5f9645f22da0191fc1f47b6e11604959","relate_stocks":{"HXC":"纳斯达克中国金龙指数","BABA":"阿里巴巴","KWEB":"中国海外互联网ETF-KraneShares","YINN":"三倍做多富时中国ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3715117","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436341519","content_text":"一季度，对冲基金大佬David Tepper大幅增持阿里、拼多多和百度，中概股和中国ETF仓位达到24%。对冲基金大佬带头涌入中概股。监管文件显示，今年一季度，美国知名亿万富豪投资者、对冲基金传奇人物大卫·泰珀（David Tepper）旗下对冲基金Appaloosa Management（阿帕卢萨资管）对阿里巴巴的持仓翻倍，阿里成为其67亿美元股票投资组合中的第一大重仓股。该基金还增持了拼多多、百度，建仓了京东和FXI、KWEB两只中国交易所基金，减持了京东商城、蔚来和理想。与华尔街普遍聚焦于科技股的策略有所不同，Appaloosa在一季度大幅减持英伟达、Meta，减持比例分别高达45%以及40%，微软、亚马逊也遭建仓，比例分别为18%和4%。经数据统计，截至一季度，Appaloosa的股票投资组合中，中概股和中国ETF占比达到24%。无独有偶，《大空头》原型人物、传奇投资者迈克尔·伯里(Michael Burry)旗下的对冲基金Scion Asset Management也在一季度增持了对京东和阿里，还增持了420万美元的百度ADRs（美国存托凭证）。监管信息显示，目前京东是该基金投资组合的最大持仓，阿里为其第二大重仓股。中国股市爆发 外资巨头“爆买”今年年初以来，在“国家队”下场支持和利好政策的提振下，中国股市强劲反弹，MSCI中国指数自1月份低点以来已飙升近30%。此外，互联网科技公司的盈利向好、市场整体估值较低，进一步放大了中国股票的吸引力。和Burry相比，Tepper的回归显得更为激进。数据显示，截至一季度末，Appaloosa对阿里的投资总额已经超过8亿美元，持股规模从从435万股大幅增至约1125万股，仓位高达12%，使泰珀成为阿里的最大股东之一。同时，Appaloosa还是iShares富时中国50指数(FXI)和KraneShares中概互联网指数(KWEB)两只基金的最大基金机构投资者之一。值得注意的是，昔日因做空中概股闻名的机构香橼（Citron Research）周四美股早盘间也在社交媒体发帖唱多阿里。香橼称，阿里巴巴正获得上涨动能，股价有望涨穿100美元，投资者将认识到阿里的AI云前景和战略投资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942039972,"gmtCreate":1681080997396,"gmtModify":1681081000112,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942039972","repostId":"1146665799","repostType":2,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958606779,"gmtCreate":1673708076091,"gmtModify":1676538876946,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"d","listText":"d","text":"d","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958606779","repostId":"1142252899","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987345057,"gmtCreate":1667832689579,"gmtModify":1676537971256,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569140997309524","idStr":"3569140997309524"},"themes":[],"htmlText":"<a 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10:08","market":"us","language":"zh","title":"美联储加息“后遗症”来了！美国政府也束手无策","url":"https://stock-news.laohu8.com/highlight/detail?id=1142252899","media":"金十数据","summary":"美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期","content":"<html><head></head><body><blockquote>美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……</blockquote><p>在美国政府债务规模接近法定上限之际，<b>美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期相比进一步增加</b>。</p><p>跟2021年12月相比，美国政府上个月的收入减少了320亿美元至4550亿美元，同时支出增加了320亿美元至5400亿美元。根据美国财政部的数据，在不调整日历差的情况下，12月支出和收入之间的总体差距比2021年同期的210亿美元赤字高出640亿美元。</p><p>由于美国政府叫停了应对疫情的巨额支出项目，上一财年美国联邦赤字有所减少。但是，<b>受到美联储持续加息的影响，美国政府的借贷成本不断提高，</b>在始于去年10月的2023财年初的几个月里，其财政赤字增加了12%，并且在2022年11月，美国政府也出现了创纪录的赤字。</p><p>本财年度（2022年10月1日-2023年9月30日）迄今为止，<b>美国财政部为偿还政府的债务多支出了570亿美元，跟上年同期相比增长了37%，美债成为其政府支出增加的最大来源。</b></p><p>美联储一直在积极提高利率以抗击通胀，目前尚未停下加息的脚步，这意味着美国政府的财政负担还将进一步加大。</p><p>另外，<b>美债规模正在逼近其国会设定的大约31.4万亿美元的债务上限</b>。截至本周二，美国政府已经借了大约31.3万亿美元的钱，不过它手上还有大约3600亿美元的现金。</p><p><img src=\"https://static.tigerbbs.com/337e919e75e9b49a456e55fcc507d9f6\" tg-width=\"1280\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/></p><p>这意味着美国财政部可能很快就会开始使用所谓的非常规措施，以使其能够灵活地继续按时偿还美债。独立预测人士预计，<b>美国财政部最早可能会在今年夏天耗尽支付美债的能力。</b></p><p>美国众议院议长、加州共和党人麦卡锡（Kevin McCarthy）曾说，<b>他将推动削减政府开支，以此作为提高债务上限的条件</b>，而这正是民主党人所反对的。麦卡锡周四表示：</p><blockquote>“政府的支出失控了，我们不能继续这样的下去。当拜登总统打电话给我时，我和他进行了很好的交谈，我告诉他我想早点坐下来和他一起解决这些挑战。”</blockquote><p>媒体指出，如果以拜登为首的民主党人不能就提高债务上限和共和党人达成协议，可能会产生深远的影响，<b>包括令美国经济陷入衰退，并引发金融恐慌。</b></p><p>事实上，<b>问题并非美国是否以及何时会突破债务上限，而是分裂的国会将如何达成解决方案</b>，即使是一向乐观的华尔街也不认为国会能顺利、无戏剧性地解决这个问题，而是认为这个过程将完全混乱，并暴露出美国国会的各种功能障碍。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>近期指出，美国政府若未及时偿还债务可能会严重打击投资者们的信心，类似于2011年债务僵局所导致的美股大幅抛售将再次发生。</p></body></html>","source":"jssj","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\" 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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美联储加息“后遗症”来了！美国政府也束手无策\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-14 10:08 北京时间 <a href=https://xnews.jin10.com/details/105584><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期相比进一步增加。跟2021年12月相比，美国政府上个月的收入减少了320亿美元至4550亿美元，同时支出增加了320亿美元至5400亿美元。根据美国财政部的数据，在不调整日历差的情况下，12月支出和...</p>\n\n<a href=\"https://xnews.jin10.com/details/105584\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/105584","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142252899","content_text":"美国政府正遭受这一问题的折磨，而背后“黑手”竟是美联储？外媒警告：若问题无法解决，恐将引发新的金融恐慌……在美国政府债务规模接近法定上限之际，美国联邦政府12月的财政赤字还达到850亿美元，跟去年同期相比进一步增加。跟2021年12月相比，美国政府上个月的收入减少了320亿美元至4550亿美元，同时支出增加了320亿美元至5400亿美元。根据美国财政部的数据，在不调整日历差的情况下，12月支出和收入之间的总体差距比2021年同期的210亿美元赤字高出640亿美元。由于美国政府叫停了应对疫情的巨额支出项目，上一财年美国联邦赤字有所减少。但是，受到美联储持续加息的影响，美国政府的借贷成本不断提高，在始于去年10月的2023财年初的几个月里，其财政赤字增加了12%，并且在2022年11月，美国政府也出现了创纪录的赤字。本财年度（2022年10月1日-2023年9月30日）迄今为止，美国财政部为偿还政府的债务多支出了570亿美元，跟上年同期相比增长了37%，美债成为其政府支出增加的最大来源。美联储一直在积极提高利率以抗击通胀，目前尚未停下加息的脚步，这意味着美国政府的财政负担还将进一步加大。另外，美债规模正在逼近其国会设定的大约31.4万亿美元的债务上限。截至本周二，美国政府已经借了大约31.3万亿美元的钱，不过它手上还有大约3600亿美元的现金。这意味着美国财政部可能很快就会开始使用所谓的非常规措施，以使其能够灵活地继续按时偿还美债。独立预测人士预计，美国财政部最早可能会在今年夏天耗尽支付美债的能力。美国众议院议长、加州共和党人麦卡锡（Kevin McCarthy）曾说，他将推动削减政府开支，以此作为提高债务上限的条件，而这正是民主党人所反对的。麦卡锡周四表示：“政府的支出失控了，我们不能继续这样的下去。当拜登总统打电话给我时，我和他进行了很好的交谈，我告诉他我想早点坐下来和他一起解决这些挑战。”媒体指出，如果以拜登为首的民主党人不能就提高债务上限和共和党人达成协议，可能会产生深远的影响，包括令美国经济陷入衰退，并引发金融恐慌。事实上，问题并非美国是否以及何时会突破债务上限，而是分裂的国会将如何达成解决方案，即使是一向乐观的华尔街也不认为国会能顺利、无戏剧性地解决这个问题，而是认为这个过程将完全混乱，并暴露出美国国会的各种功能障碍。高盛近期指出，美国政府若未及时偿还债务可能会严重打击投资者们的信心，类似于2011年债务僵局所导致的美股大幅抛售将再次发生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987345057,"gmtCreate":1667832689579,"gmtModify":1676537971256,"author":{"id":"3569140997309524","authorId":"3569140997309524","name":"开心唠唠虎","avatar":"https://static.tigerbbs.com/2c66254b66a524e4e27ee50cf94cd0be","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569140997309524","authorIdStr":"3569140997309524"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"<a 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09:10","market":"us","language":"zh","title":"来自全球首富的预测：下一轮衰退最早2022年春就来","url":"https://stock-news.laohu8.com/highlight/detail?id=2200443197","media":"华尔街见闻","summary":"马斯克在回应一条关于“目前有936家估值超过10亿美元的创业公司”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，“","content":"<html><head></head><body><p>马斯克在回应一条关于“目前有936家估值超过10亿美元的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。</p><p>当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，<b>“预测宏观经济很有挑战。我的直觉是衰退大约会在2022年春天或夏天到来，最迟不晚于2023年。”</b></p><p><img src=\"https://static.tigerbbs.com/a1ad12cf060c3a47743abf6ae3874059\" tg-width=\"728\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>就在大约一个月前，马斯克在11月30日的推特上说，SpaceX在下一次经济衰退期间可能面临破产。全球经济陷入巨大衰退，资金流动性可能很紧，SpaceX的花费很惊人，虽然SpaceX不太可能破产，但并不是不可能。</p><p>2021年，前十大富豪的净资产增长共计约4000亿美元，马斯克排名首位。其净资产在过去一年中增加了1180亿美元，成为全球首富。马斯克今年增加的1210亿美元净资产略低于2020年增加的1400亿美元。他的财富增长主要归功于其电动汽车制造业务的快速扩张。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票今年上涨约50%，公司市值在10月份首次超过1万亿美元。马斯克最近一直在大量出售特斯拉的股票，用来支付今年近120亿美元的税款。</p><p>此前，美国前财政部长萨默斯曾发出警告，未来几年美国经济将面临严峻考验，有衰退和停滞的风险。萨默斯指出：如果美国经济可以持续地较热的方式运行，那将是一件好事，但现在通胀已经到了不引发经济衰退的情况下就难以降低的地步，就像70年代的惨痛教训。萨默斯指出，“长期停滞”的风险依然存在，或会出现大萧条时期的局面，经济增长率下降，利率低于历史正常水平。从未来几年来看，长期停滞是一个真正的风险。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>也不看<a href=\"https://laohu8.com/S/TAL\">好未来</a>美国经济。目前，市场一致预期2021年第四季度的GDP增长为3.4%，美联储公开市场委员会FOMC参与者的预期中值为4.0%。而高盛的最新预测值，按照第四季度计算的预测值为2.4%（或按全年计算为3.5%）。高盛认为2022年第一季度的减速可能最为明显，因为奥密克戎变体将会影响服务部门和劳动力供应，加剧全球供应链中断。就2022年整体而言，主要的关注点是美国大规模财政回调。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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来自全球首富的预测：下一轮衰退最早2022年春就来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:10 北京时间 <a href=https://wallstreetcn.com/articles/3648653><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克在回应一条关于“目前有936家估值超过10亿美元的创业公司”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，“预测宏观经济很有挑战。我的直觉是衰退大约会在2022年春天或夏天到来，最迟不晚于2023年。”就在大约一个月前，马斯克在11月30日的推特上说，SpaceX在下一次经济衰退期间可能面临破产。全球经济...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3648653","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200443197","content_text":"马斯克在回应一条关于“目前有936家估值超过10亿美元的创业公司”的推特时称，如果历史可以借鉴，那么大多数创业公司都无法度过下一场衰退。当进一步被问及他认为下一次经济衰退将在何时发生时，马斯克表示，“预测宏观经济很有挑战。我的直觉是衰退大约会在2022年春天或夏天到来，最迟不晚于2023年。”就在大约一个月前，马斯克在11月30日的推特上说，SpaceX在下一次经济衰退期间可能面临破产。全球经济陷入巨大衰退，资金流动性可能很紧，SpaceX的花费很惊人，虽然SpaceX不太可能破产，但并不是不可能。2021年，前十大富豪的净资产增长共计约4000亿美元，马斯克排名首位。其净资产在过去一年中增加了1180亿美元，成为全球首富。马斯克今年增加的1210亿美元净资产略低于2020年增加的1400亿美元。他的财富增长主要归功于其电动汽车制造业务的快速扩张。特斯拉的股票今年上涨约50%，公司市值在10月份首次超过1万亿美元。马斯克最近一直在大量出售特斯拉的股票，用来支付今年近120亿美元的税款。此前，美国前财政部长萨默斯曾发出警告，未来几年美国经济将面临严峻考验，有衰退和停滞的风险。萨默斯指出：如果美国经济可以持续地较热的方式运行，那将是一件好事，但现在通胀已经到了不引发经济衰退的情况下就难以降低的地步，就像70年代的惨痛教训。萨默斯指出，“长期停滞”的风险依然存在，或会出现大萧条时期的局面，经济增长率下降，利率低于历史正常水平。从未来几年来看，长期停滞是一个真正的风险。高盛也不看好未来美国经济。目前，市场一致预期2021年第四季度的GDP增长为3.4%，美联储公开市场委员会FOMC参与者的预期中值为4.0%。而高盛的最新预测值，按照第四季度计算的预测值为2.4%（或按全年计算为3.5%）。高盛认为2022年第一季度的减速可能最为明显，因为奥密克戎变体将会影响服务部门和劳动力供应，加剧全球供应链中断。就2022年整体而言，主要的关注点是美国大规模财政回调。","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
