坐等拿钱 personal page - To The Moon

坐等拿钱

坐等拿钱

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04-26

Dd

@韭菜126:我開倉了$TSLA 20240426 170.0 CALL$ ,來看看我最新分享的訂單！

04-26

Did

@BillionaireN:I closed $COIN 20240517 180.0 PUT$ ,Take a look at the latest order I posted！

2023-12-15

$阿什福德酒店管理信托公司(AHT)$

2023-10-26

👍👍👍

Sorry, the original content has been removed

2023-10-25

👍👍

@小虎周报:港股週報：爲什麼港股又崩了？

2023-02-21

👍

@投资界:藥捷安康完成2.6億元D+輪融資，專注於小分子創新療法

2023-01-31

👍

亚洲首富，出大事了

2022-12-20

👍

@文狸:哈哈哈哈哈哈哈哈哈哈哈哈

2022-12-20

👍

@文狸:哈哈哈哈哈哈哈哈哈哈哈哈

2022-12-04

$Faraday Future(FFIE)$

2022-10-06

$老虎证券(TIGR)$6666666

2022-10-06

$Prime US ReitUSD(OXMU.SI)$6666666

2022-10-05

$威力登激光雷达(VLDR)$6666666

2022-10-05

$Faraday Future(FFIE)$6666666

2022-10-05

👍

警惕反弹假象！“沃尔克时刻”的教训：美股复苏或需数年

2022-10-05

$东方文化(OCG)$666666

2022-10-05

$阿什福德酒店管理信托公司(AHT)$666666

2022-10-05

$福特汽车(F)$6666666

2022-10-05

$Faraday Future(FFIE)$666666

2022-10-04

$苹果(AAPL)$666666

Go to Tiger App to see more news

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零跑汽車公佈三季報，毛利率首次轉正；3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 東方甄選上線付費會員模式，199元/年；4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 國美電器在廣東的門店已全部關閉；5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 雷軍稱，小米操作系統——小米澎湃OS正式版已完成封包，將逐步接替MIUI；6.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 比亞迪預計前三季度淨利潤205億元-225億元，同比增長120.16%-141.64%；7.","listText":"本週，全球資本市場巨震，港A股重挫，恆生指數周跌3.6%，逼近17000點整數關口，上證指數跌破3000點大關，跌出了股災的味道。消息面上，巴以衝突愈演愈烈，原油價格上漲，30年期美債收益率突破5%，創16年來新高，引發外資瘋狂拋售中國資產。據EPFR環球和摩根士丹利的數據顯示，美國和歐洲基金管理公司本月已淨賣出16億美元的中國股票，包括騰訊控股、阿里巴巴和京東在內的科技股正受到最沉重的打擊，此前9月份有35億美元的資金外流。雖然美債收益率飆升重創全球股市，但美聯儲主席鮑威爾稱11月將暫停加息，若巴以衝突不再擴大，美債收益率或將回調，外資拋售中國資產的步伐或放緩。經濟方面，本週密集發佈了GDP、社零等數據，全面超預期，海外投行紛紛上調2023年全年GDP增速，但受困於房地產危機，2024年增速被下調。總的來說，一片悲觀之下暗藏轉折，也許絕望之後是希望。板塊方面，除能源行業之外，悉數團滅，醫療保健和電信服務領跌：南下資金繼續風雨無阻淨買入，本週流入39億港幣：本週港股大事件：1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;極兔速遞本週開啓招股，募資額縮減；2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 零跑汽車公佈三季報，毛利率首次轉正；3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 東方甄選上線付費會員模式，199元/年；4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 國美電器在廣東的門店已全部關閉；5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 雷軍稱，小米操作系統——小米澎湃OS正式版已完成封包，將逐步接替MIUI；6.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 比亞迪預計前三季度淨利潤205億元-225億元，同比增長120.16%-141.64%；7.","text":"本週，全球資本市場巨震，港A股重挫，恆生指數周跌3.6%，逼近17000點整數關口，上證指數跌破3000點大關，跌出了股災的味道。消息面上，巴以衝突愈演愈烈，原油價格上漲，30年期美債收益率突破5%，創16年來新高，引發外資瘋狂拋售中國資產。據EPFR環球和摩根士丹利的數據顯示，美國和歐洲基金管理公司本月已淨賣出16億美元的中國股票，包括騰訊控股、阿里巴巴和京東在內的科技股正受到最沉重的打擊，此前9月份有35億美元的資金外流。雖然美債收益率飆升重創全球股市，但美聯儲主席鮑威爾稱11月將暫停加息，若巴以衝突不再擴大，美債收益率或將回調，外資拋售中國資產的步伐或放緩。經濟方面，本週密集發佈了GDP、社零等數據，全面超預期，海外投行紛紛上調2023年全年GDP增速，但受困於房地產危機，2024年增速被下調。總的來說，一片悲觀之下暗藏轉折，也許絕望之後是希望。板塊方面，除能源行業之外，悉數團滅，醫療保健和電信服務領跌：南下資金繼續風雨無阻淨買入，本週流入39億港幣：本週港股大事件：1. 極兔速遞本週開啓招股，募資額縮減；2. 零跑汽車公佈三季報，毛利率首次轉正；3. 東方甄選上線付費會員模式，199元/年；4. 國美電器在廣東的門店已全部關閉；5. 雷軍稱，小米操作系統——小米澎湃OS正式版已完成封包，將逐步接替MIUI；6. 比亞迪預計前三季度淨利潤205億元-225億元，同比增長120.16%-141.64%；7.","images":[{"img":"https://static.tigerbbs.com/2a9c14f3c2be4e9ce9ae2ea902daba5e","width":"1083","height":"540"},{"img":"https://static.tigerbbs.com/6f2b10851aa742cb186eca6bde8e2c1b","width":"1120","height":"546"},{"img":"https://static.tigerbbs.com/705eace02ab6924f89e8a7976ca00d76","width":"756","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/232594521473072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957314623,"gmtCreate":1676993503063,"gmtModify":1676993508036,"author":{"id":"3572684588675859","authorId":"3572684588675859","name":"坐等拿钱","avatar":"https://static.tigerbbs.com/69f511fa3284e77e7c0cff8ad3f6f472","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572684588675859","idStr":"3572684588675859"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957314623","repostId":"624022381","repostType":1,"repost":{"id":624022381,"gmtCreate":1676957940000,"gmtModify":1676960196294,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579560926082632","idStr":"3579560926082632"},"themes":[],"title":"藥捷安康完成2.6億元D+輪融資，專注於小分子創新療法","htmlText":"投資界消息，2月20日，藥捷安康（南京）科技股份有限公司（ “藥捷安康”或“公司”）宣佈順利完成2.6億元人民幣D+輪融資。本輪融資由國鑫投資領投，三一創新投資、國聯金投啓源、南京江北國資、中銀資本、百益德投資、瑞桐創投、敦行資本跟投。 藥捷安康以小分子療法，專注解決全球臨牀難治疾病，領跑多個細分賽道，吸引了全球優秀投資者的關注。通過多年核心技術平臺的積累，公司形成了以中國及全球臨牀研究爲動力引擎的國際化創新藥孵化平臺。藥捷安康的核心產品Tinengotinib，通過紮實的轉化醫學研究，已領跑全球包括解決FGFR抑制劑耐藥等多個臨牀問題。截至目前，公司共有7款處於全球不同臨牀研發階段的在研產品。藥捷安康致力於成爲全球創新和高度差異化的小分子藥物領導者。 國鑫投資首席執行官陸稹先生表示：“藥捷安康是一家極具特色的國際化小分子創新藥平臺公司。企業研發佈局差異化明顯，在多個細分賽道的領先優勢令人矚目。期待與藥捷安康攜手同行，打造根植中國、面向全球的創新醫藥生態圈，爲全球臨牀患者提供更好的治療手段！” 三一創新投資執行董事張青先生表示：“中國原創的治療藥物在全球藥物創新中正發揮日益重要的作用，Tingengotinib臨牀研究中逐步顯露的巨大潛力有望進一步提升中國藥企在全球藥物創新研發中的影響力。三一創新投資很高興參與藥捷安康的D+輪融資，相信公司對科學探索的持續堅持、高效的研發體系和國際化的創新視角會助其成長爲一家偉大的創新企業，爲全球未滿足臨牀需求提供優質的解決方案。” 藥捷安康創始人、董事長吳永謙博士表示：“本輪融資的順利完成，標誌着各方投資者對公司創新理念及價值創造的認可。我們非常感謝新老股東對公司的信任與支持！我們將繼續守正創新，加速公司國際化、商業化的進程，打造出具有國際影響力的生物技術公司！”","listText":"投資界消息，2月20日，藥捷安康（南京）科技股份有限公司（ “藥捷安康”或“公司”）宣佈順利完成2.6億元人民幣D+輪融資。本輪融資由國鑫投資領投，三一創新投資、國聯金投啓源、南京江北國資、中銀資本、百益德投資、瑞桐創投、敦行資本跟投。 藥捷安康以小分子療法，專注解決全球臨牀難治疾病，領跑多個細分賽道，吸引了全球優秀投資者的關注。通過多年核心技術平臺的積累，公司形成了以中國及全球臨牀研究爲動力引擎的國際化創新藥孵化平臺。藥捷安康的核心產品Tinengotinib，通過紮實的轉化醫學研究，已領跑全球包括解決FGFR抑制劑耐藥等多個臨牀問題。截至目前，公司共有7款處於全球不同臨牀研發階段的在研產品。藥捷安康致力於成爲全球創新和高度差異化的小分子藥物領導者。 國鑫投資首席執行官陸稹先生表示：“藥捷安康是一家極具特色的國際化小分子創新藥平臺公司。企業研發佈局差異化明顯，在多個細分賽道的領先優勢令人矚目。期待與藥捷安康攜手同行，打造根植中國、面向全球的創新醫藥生態圈，爲全球臨牀患者提供更好的治療手段！” 三一創新投資執行董事張青先生表示：“中國原創的治療藥物在全球藥物創新中正發揮日益重要的作用，Tingengotinib臨牀研究中逐步顯露的巨大潛力有望進一步提升中國藥企在全球藥物創新研發中的影響力。三一創新投資很高興參與藥捷安康的D+輪融資，相信公司對科學探索的持續堅持、高效的研發體系和國際化的創新視角會助其成長爲一家偉大的創新企業，爲全球未滿足臨牀需求提供優質的解決方案。” 藥捷安康創始人、董事長吳永謙博士表示：“本輪融資的順利完成，標誌着各方投資者對公司創新理念及價值創造的認可。我們非常感謝新老股東對公司的信任與支持！我們將繼續守正創新，加速公司國際化、商業化的進程，打造出具有國際影響力的生物技術公司！”","text":"投資界消息，2月20日，藥捷安康（南京）科技股份有限公司（ “藥捷安康”或“公司”）宣佈順利完成2.6億元人民幣D+輪融資。本輪融資由國鑫投資領投，三一創新投資、國聯金投啓源、南京江北國資、中銀資本、百益德投資、瑞桐創投、敦行資本跟投。 藥捷安康以小分子療法，專注解決全球臨牀難治疾病，領跑多個細分賽道，吸引了全球優秀投資者的關注。通過多年核心技術平臺的積累，公司形成了以中國及全球臨牀研究爲動力引擎的國際化創新藥孵化平臺。藥捷安康的核心產品Tinengotinib，通過紮實的轉化醫學研究，已領跑全球包括解決FGFR抑制劑耐藥等多個臨牀問題。截至目前，公司共有7款處於全球不同臨牀研發階段的在研產品。藥捷安康致力於成爲全球創新和高度差異化的小分子藥物領導者。 國鑫投資首席執行官陸稹先生表示：“藥捷安康是一家極具特色的國際化小分子創新藥平臺公司。企業研發佈局差異化明顯，在多個細分賽道的領先優勢令人矚目。期待與藥捷安康攜手同行，打造根植中國、面向全球的創新醫藥生態圈，爲全球臨牀患者提供更好的治療手段！” 三一創新投資執行董事張青先生表示：“中國原創的治療藥物在全球藥物創新中正發揮日益重要的作用，Tingengotinib臨牀研究中逐步顯露的巨大潛力有望進一步提升中國藥企在全球藥物創新研發中的影響力。三一創新投資很高興參與藥捷安康的D+輪融資，相信公司對科學探索的持續堅持、高效的研發體系和國際化的創新視角會助其成長爲一家偉大的創新企業，爲全球未滿足臨牀需求提供優質的解決方案。” 藥捷安康創始人、董事長吳永謙博士表示：“本輪融資的順利完成，標誌着各方投資者對公司創新理念及價值創造的認可。我們非常感謝新老股東對公司的信任與支持！我們將繼續守正創新，加速公司國際化、商業化的進程，打造出具有國際影響力的生物技術公司！”","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624022381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955304200,"gmtCreate":1675177499501,"gmtModify":1676538982191,"author":{"id":"3572684588675859","authorId":"3572684588675859","name":"坐等拿钱","avatar":"https://static.tigerbbs.com/69f511fa3284e77e7c0cff8ad3f6f472","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572684588675859","idStr":"3572684588675859"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955304200","repostId":"1121537998","repostType":4,"repost":{"id":"1121537998","pubTimestamp":1675158318,"share":"https://ttm.financial/m/news/1121537998?lang=&edition=fundamental","pubTime":"2023-01-31 17:45","market":"other","language":"zh","title":"亚洲首富，出大事了","url":"https://stock-news.laohu8.com/highlight/detail?id=1121537998","media":"环球人物","summary":"子弹还在飞。","content":"<html><head></head><body><p>树大招风。</p><p>去年，印度首富高塔姆·阿达尼坐上“全球第三大富豪”之位，财富值仅次于埃隆·马斯克和杰夫·贝佐斯。</p><p><img src=\"https://static.tigerbbs.com/ef3057ace10d6702aaca7acdce3c4a25\" tg-width=\"550\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·阿达尼。</p><p>与“网红富豪”马斯克和贝佐斯不同，阿达尼作风相当低调。在社交媒体上，他的粉丝数甚至不及那二位的零头。</p><p>但近日，他无疑是富豪圈的焦点人物。</p><p>美国知名做空机构兴登堡发布了一份106页的长篇报告，矛头直指阿达尼。该报告的标题为——全球第三大富豪如何实施企业史上最大的骗局。</p><p>兴登堡称进行了两年调查，挖到惊人内幕：“过去几十年里，阿达尼集团进行了厚颜无耻的股票操纵和财务诈骗计划。”</p><p>这“爆炸性”的信息给阿达尼来了个暴击，几日就将他从富豪榜第三拉到了第七的位置，集团市值蒸发超500亿美元……</p><p>低调的阿达尼也坐不住了，怒撕该机构，称这是“对印度的蓄意攻击”！</p><p>如今，双方各执一词，子弹还在飞。</p><p><img src=\"https://static.tigerbbs.com/664874e21222bd0a64ed12baa9c07eb3\" tg-width=\"550\" tg-height=\"122\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>“企业史上最大骗局”？</p><p>通过各种“暗访”来揭露企业丑闻和内幕，从而做空股价，是做空机构的常见操作。来自美国华尔街的兴登堡也以此闻名。这次，它的“猎物”是阿达尼集团。</p><p><img src=\"https://static.tigerbbs.com/532364e1b40730fef5837e241800ebde\" tg-width=\"550\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·兴登堡公司官网报告截图。</p><p>兴登堡口中的“企业史上最大骗局”是什么？</p><p>阿达尼集团旗下拥有7家上市公司，业务横跨多个行业。在报告中，兴登堡对其提出88项指控，核心问题在于：集团在进行资本扩张的同时掩盖企业负债，通过境外空壳公司实施“财务欺诈、股市操控及洗钱”等不法行径。</p><p>报告“点名”了阿达尼的哥哥维诺德，称他时常将集团资金在海外“漂白”后投入股市，操控集团股价。</p><p>由于实现这样的“洗钱”操作需要庞大且复杂的企业关系网，报告称，维诺德及其他参与人“至少掌握着28家空壳公司”。</p><p>兴登堡认为，阿达尼集团内部其实已经出现巨大财务亏空，但一直通过违规手段保持账面稳定。“这就是一个纸牌屋。”“集团旗下7家公司的股票估值过高，至少有85%的下降空间。”</p><p>一石激起千层浪。</p><p>卡塔尔半岛电视台报道称，兴登堡的报告引发了印度股市的恐慌抛售，阿达尼集团的核心企业在孟买股票交易所的跌幅近20%，一度被自动“熔断”。</p><p>据估算，集团下属7家主营单位的股票市值在两天内蒸发了480亿美元。</p><p>火烧眉毛，阿达尼自然不能坐视不管。</p><p><img src=\"https://static.tigerbbs.com/870b50786ae033fea880aa6c7a69883e\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·阿达尼。</p><p>当地时间1月29日，阿达尼集团出具了一份413页的回应，称兴登堡报告中的88个质疑没有一个是“基于独立或新闻事实调查”。它们只是有选择性地重复公开披露过的内容，“充斥着将谣言渲染成事实的修辞性暗示”。</p><p>“无异于一场精心策划的证券欺诈！”集团愤怒发声。其认为，这些指控不仅是对特定公司毫无根据的攻击，而且是对“印度和印度机构的独立性、诚信和质量”，以及“印度的增长故事和雄心壮志”的蓄意攻击。</p><p>双方还在拉扯中。</p><p>集团表示，正在考虑对兴登堡采取法律措施。而兴登堡回应称“十分欢迎”，“我们有一份长长的文件清单，会在法律调查过程中提供”。</p><p><img src=\"https://static.tigerbbs.com/eb62e3a5cfeb5d5521a4a217de980d24\" tg-width=\"550\" tg-height=\"122\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>暴富“煤老板”</p><p>作为集团的掌门人，阿达尼无疑惹到了一个大麻烦。</p><p>在印度，他一直是个有着传奇色彩的企业家，最广为人知的身份是“煤老板”。</p><p>1996年，阿达尼看准印度能源业私有化的机会，成立阿达尼能源公司，晋升印度煤炭巨头。</p><p>2010年，他又斥资160亿美元买下澳大利亚卡迈克尔煤矿60年使用权，创下了印度海外投资之最。</p><p>手握“巨矿”，阿达尼赚得盆满钵满，尤其是去年。</p><p>在疫情影响下，全球许多富豪去年的日子都不好过。阿达尼却成为“例外”——他是富豪前十名中唯一一位身价上涨的人。</p><p>据彭博社报道，阿达尼的财富迅速上升，或也是受益于公司煤炭销量的上升。国际煤炭在去年需求激增、煤价飙涨，期货价格一度被推至历史新高。</p><p>去年，他先是在2月超越了印度大亨安巴尼，成为印度甚至亚洲首富；又在4月问鼎千亿美元富豪、7月超过微软联合创始人比尔·盖茨，成全球第四大富豪；9月，他的排名升至全球第三。</p><p><img src=\"https://static.tigerbbs.com/66a8339df2efeab176a0f97b1464f7dc\" tg-width=\"550\" tg-height=\"413\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·安巴尼与阿达尼（右）。</p><p>清华大学国家战略研究院研究部主任、研究员钱峰告诉《环球人物》记者，阿达尼之所以能成为全球第三大富豪，除了他的净资产增长，还因为美国富豪在加大对慈善事业的投入，拉低了财富值和排名。</p><p>除了“有矿”，阿达尼还垄断了多个产业链。</p><p>他拥有印度最大的商业港口开发商、最大的私营电力企业、最大的城市燃气企业、最大的食用油生产企业．……不夸张地说，大部分印度老百姓(39.480,0.28,0.71%)的衣食住行都被他的集团掌控。</p><p>不过，这样一个身价千亿的富豪，为人处事却很低调，甚至有点“神秘”。除了在印度，他在国际社会几乎没啥曝光度。</p><p>他的“低调”事出有因。1998年，他曾被黑社会绑架，据说在支付了绑匪近200万美元赎金后才被释放。</p><p><img src=\"https://static.tigerbbs.com/0839e5639f5f55f59cda12b132b5c6a1\" tg-width=\"550\" tg-height=\"122\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>20岁成百万富翁</p><p>“神秘”的阿达尼，发家故事倒是广为流传。他不是什么“富二代”，而是通过白手起家，一路逆袭成首富。</p><p><img src=\"https://static.tigerbbs.com/0cfe6285435d09879646b4a63ce5be15\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·阿达尼。</p><p>1962年，阿达尼出生在印度古吉拉特邦。作为印度西部最主要的沿海省份，古吉拉特邦一度被称为“印度的广东”。</p><p>在这个经商氛围浓厚之地，他的父母只是普通的布料商人，还养育着7个子女。阿达尼的家庭信仰耆（音同奇）那教，主张人可以通过努力修行成为大彻大悟的“耆那”（意为“得胜者”）。耆那教徒普遍反对种姓制度，重视教育。</p><p>阿达尼也渴望闯出自己的一条路，实现阶层跨越。这让他变得有些叛逆。</p><p>高中毕业后，他拒绝继承父亲的布料生意，而是进入古吉拉特大学学习商科。但他很快发现自己对读书不感兴趣，在“躺平”两年后就选择退学，独自去到印度的经济中心孟买闯荡。</p><p>他先在当地的一家宝石公司谋了一个钻石交易员的职位。两年后，他摸透了当地的宝石市场，决定自己创业，开了家宝石经纪公司。</p><p>他很快展现出惊人的经商天分。20岁那年，他就赚到了人生的第一桶金，一跃成为百万富翁。</p><p>尝到甜头后，他更不想安于现状，一直寻找新的商机。在得知长兄在老家从事塑料包装生意后，他果断卖掉在孟买的公司，改做聚氯乙烯进口生意。</p><p>这一决定堪称他人生的转折点。他开始接触国际贸易，并在1988年成立了自己的集团。</p><p><img src=\"https://static.tigerbbs.com/d69bb77f769aa7871b9b4b411dc307c1\" tg-width=\"550\" tg-height=\"122\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>危机或早已埋下</p><p>1991年，印度政府宣布开启国有资产私有化进程。阿达尼出手，通过大笔举债购得蒙德拉港的经营权，并与日本公司合作，将其发展成印度汽车进口基地。</p><p>2020年，该港年吞吐量达到1.44亿吨，成为印度最大的私有港口。这也是他重要的“摇钱树”之一。</p><p><img src=\"https://static.tigerbbs.com/474e659d8a299818c4aaf83c59ffb4f0\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·阿达尼运营的港口。</p><p>阿达尼的野心越来越大，开始疯狂“买买买”。让许多人不解的是，他热衷于选择那些回报周期长、风险高的传统行业，比如资源、物流、农业和能源等。</p><p>这看起来很“任性”。由于跨界众多，回本慢，阿达尼集团的债务飙升。</p><p>去年8月，惠誉旗下信贷研究机构警告称，阿达尼集团“杠杆化严重”，主要是通过债务融资来扩大现有和新业务的投资。</p><p>该机构称，阿达尼集团大举扩张，给公司的信贷指标和现金流带来了压力，在最坏的情况下，集团可能会陷入债务陷阱，甚至出现违约。</p><p>“阿达尼集团早已出现杠杆率过高的现象，而债务融资就像滚雪球一样，会埋下一系列金融风险。”钱峰说。</p><p>对于自己的投资逻辑，阿达尼曾这样解释：“我的投资战略重心一直在那些对印度的国家发展最重要的产业上，一直没变。”</p><p>在钱峰看来，这样的说辞也可能是为了给印度总理莫迪的经济政策“贴金”。毕竟，阿达尼与莫迪的“亲密关系”早已不是什么秘密。</p><p><img src=\"https://static.tigerbbs.com/7ae0624988f7a5385bb25bc13d6d0ec2\" tg-width=\"550\" tg-height=\"394\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>·阿达尼（左）与莫迪。</p><p>二人的交情可追溯到2003年。那时，担任古吉拉特邦首席部长（相当于省长）的莫迪，正因没能妥善处理古吉拉特骚乱而备受指责。</p><p>在一场会议上，阿达尼公开为莫迪辩护，此后还帮莫迪创办“活力古吉拉特”全球投资峰会。该峰会为古吉拉特邦拉来不少投资，也成为莫迪的政绩。</p><p>阿达尼成功赢得莫迪的好感。在莫迪主政古吉拉特邦的十几年里，他与阿达尼的关系日趋紧密。</p><p>2013年，阿达尼的儿子结婚时，莫迪还亲临现场，全程参加了两天的行程。在旁人眼里，他就像新人们最爱的叔叔一样……</p><p>阿达尼“押对了宝”。2014年，莫迪当选印度总理。有报道称，在这之后，阿达尼还为莫迪提供了一支私人飞机队，供他往返古吉拉特邦和新德里。</p><p>但阿达尼毕竟是个商人。游走在政商两界的他一直饱受质疑。</p><p>莫迪执政后，阿达尼大张旗鼓地进军新能源产业和空运业，还得到了大量来自印度国有企业和银行的资金支持。在许多人看来，阿达尼生意的顺风顺水全靠和这老乡的交情。</p><p>钱峰告诉《环球人物》记者，阿达尼在印度富豪圈中可以说是特例，因为他是“富一代”，没有前几代的财富基础。</p><p>“至于他和莫迪的私人交情起了什么作用，目前没有实证。但不可否认的是，他与印度国民志愿服务团（RSS）之间关系密切。他曾通过给RSS捐款来支持印度人民党（BJP），也算是间接给莫迪竞选时造势。”</p><p>如今，这层关系也给处在风口浪尖的阿达尼带来更大压力。</p><p>《印度教徒报》称，阿达尼集团所牵涉的丑闻已经引起了印度反对党方面的高度关注，国大党强烈呼吁就相关报告展开一场“严肃调查”。甚至有人将矛头直指现任政府，质疑是否存在利益交换。</p><p>阿达尼能否平稳度过这次危机，重新赢回各方信心，还有待关注。</p></body></html>","source":"HQRW","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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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亚洲首富，出大事了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/gsnews/2023-01-31/doc-imyeasmn6875217.shtml><strong>环球人物</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>树大招风。去年，印度首富高塔姆·阿达尼坐上“全球第三大富豪”之位，财富值仅次于埃隆·马斯克和杰夫·贝佐斯。·阿达尼。与“网红富豪”马斯克和贝佐斯不同，阿达尼作风相当低调。在社交媒体上，他的粉丝数甚至不及那二位的零头。但近日，他无疑是富豪圈的焦点人物。美国知名做空机构兴登堡发布了一份106页的长篇报告，矛头直指阿达尼。该报告的标题为——全球第三大富豪如何实施企业史上最大的骗局。兴登堡称进行了两年调查...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2023-01-31/doc-imyeasmn6875217.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/f29556b6f1023b8a60c1369be524bcb9","relate_stocks":{"PIN":"印度ETF-PowerShares"},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2023-01-31/doc-imyeasmn6875217.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121537998","content_text":"树大招风。去年，印度首富高塔姆·阿达尼坐上“全球第三大富豪”之位，财富值仅次于埃隆·马斯克和杰夫·贝佐斯。·阿达尼。与“网红富豪”马斯克和贝佐斯不同，阿达尼作风相当低调。在社交媒体上，他的粉丝数甚至不及那二位的零头。但近日，他无疑是富豪圈的焦点人物。美国知名做空机构兴登堡发布了一份106页的长篇报告，矛头直指阿达尼。该报告的标题为——全球第三大富豪如何实施企业史上最大的骗局。兴登堡称进行了两年调查，挖到惊人内幕：“过去几十年里，阿达尼集团进行了厚颜无耻的股票操纵和财务诈骗计划。”这“爆炸性”的信息给阿达尼来了个暴击，几日就将他从富豪榜第三拉到了第七的位置，集团市值蒸发超500亿美元……低调的阿达尼也坐不住了，怒撕该机构，称这是“对印度的蓄意攻击”！如今，双方各执一词，子弹还在飞。“企业史上最大骗局”？通过各种“暗访”来揭露企业丑闻和内幕，从而做空股价，是做空机构的常见操作。来自美国华尔街的兴登堡也以此闻名。这次，它的“猎物”是阿达尼集团。·兴登堡公司官网报告截图。兴登堡口中的“企业史上最大骗局”是什么？阿达尼集团旗下拥有7家上市公司，业务横跨多个行业。在报告中，兴登堡对其提出88项指控，核心问题在于：集团在进行资本扩张的同时掩盖企业负债，通过境外空壳公司实施“财务欺诈、股市操控及洗钱”等不法行径。报告“点名”了阿达尼的哥哥维诺德，称他时常将集团资金在海外“漂白”后投入股市，操控集团股价。由于实现这样的“洗钱”操作需要庞大且复杂的企业关系网，报告称，维诺德及其他参与人“至少掌握着28家空壳公司”。兴登堡认为，阿达尼集团内部其实已经出现巨大财务亏空，但一直通过违规手段保持账面稳定。“这就是一个纸牌屋。”“集团旗下7家公司的股票估值过高，至少有85%的下降空间。”一石激起千层浪。卡塔尔半岛电视台报道称，兴登堡的报告引发了印度股市的恐慌抛售，阿达尼集团的核心企业在孟买股票交易所的跌幅近20%，一度被自动“熔断”。据估算，集团下属7家主营单位的股票市值在两天内蒸发了480亿美元。火烧眉毛，阿达尼自然不能坐视不管。·阿达尼。当地时间1月29日，阿达尼集团出具了一份413页的回应，称兴登堡报告中的88个质疑没有一个是“基于独立或新闻事实调查”。它们只是有选择性地重复公开披露过的内容，“充斥着将谣言渲染成事实的修辞性暗示”。“无异于一场精心策划的证券欺诈！”集团愤怒发声。其认为，这些指控不仅是对特定公司毫无根据的攻击，而且是对“印度和印度机构的独立性、诚信和质量”，以及“印度的增长故事和雄心壮志”的蓄意攻击。双方还在拉扯中。集团表示，正在考虑对兴登堡采取法律措施。而兴登堡回应称“十分欢迎”，“我们有一份长长的文件清单，会在法律调查过程中提供”。暴富“煤老板”作为集团的掌门人，阿达尼无疑惹到了一个大麻烦。在印度，他一直是个有着传奇色彩的企业家，最广为人知的身份是“煤老板”。1996年，阿达尼看准印度能源业私有化的机会，成立阿达尼能源公司，晋升印度煤炭巨头。2010年，他又斥资160亿美元买下澳大利亚卡迈克尔煤矿60年使用权，创下了印度海外投资之最。手握“巨矿”，阿达尼赚得盆满钵满，尤其是去年。在疫情影响下，全球许多富豪去年的日子都不好过。阿达尼却成为“例外”——他是富豪前十名中唯一一位身价上涨的人。据彭博社报道，阿达尼的财富迅速上升，或也是受益于公司煤炭销量的上升。国际煤炭在去年需求激增、煤价飙涨，期货价格一度被推至历史新高。去年，他先是在2月超越了印度大亨安巴尼，成为印度甚至亚洲首富；又在4月问鼎千亿美元富豪、7月超过微软联合创始人比尔·盖茨，成全球第四大富豪；9月，他的排名升至全球第三。·安巴尼与阿达尼（右）。清华大学国家战略研究院研究部主任、研究员钱峰告诉《环球人物》记者，阿达尼之所以能成为全球第三大富豪，除了他的净资产增长，还因为美国富豪在加大对慈善事业的投入，拉低了财富值和排名。除了“有矿”，阿达尼还垄断了多个产业链。他拥有印度最大的商业港口开发商、最大的私营电力企业、最大的城市燃气企业、最大的食用油生产企业．……不夸张地说，大部分印度老百姓(39.480,0.28,0.71%)的衣食住行都被他的集团掌控。不过，这样一个身价千亿的富豪，为人处事却很低调，甚至有点“神秘”。除了在印度，他在国际社会几乎没啥曝光度。他的“低调”事出有因。1998年，他曾被黑社会绑架，据说在支付了绑匪近200万美元赎金后才被释放。20岁成百万富翁“神秘”的阿达尼，发家故事倒是广为流传。他不是什么“富二代”，而是通过白手起家，一路逆袭成首富。·阿达尼。1962年，阿达尼出生在印度古吉拉特邦。作为印度西部最主要的沿海省份，古吉拉特邦一度被称为“印度的广东”。在这个经商氛围浓厚之地，他的父母只是普通的布料商人，还养育着7个子女。阿达尼的家庭信仰耆（音同奇）那教，主张人可以通过努力修行成为大彻大悟的“耆那”（意为“得胜者”）。耆那教徒普遍反对种姓制度，重视教育。阿达尼也渴望闯出自己的一条路，实现阶层跨越。这让他变得有些叛逆。高中毕业后，他拒绝继承父亲的布料生意，而是进入古吉拉特大学学习商科。但他很快发现自己对读书不感兴趣，在“躺平”两年后就选择退学，独自去到印度的经济中心孟买闯荡。他先在当地的一家宝石公司谋了一个钻石交易员的职位。两年后，他摸透了当地的宝石市场，决定自己创业，开了家宝石经纪公司。他很快展现出惊人的经商天分。20岁那年，他就赚到了人生的第一桶金，一跃成为百万富翁。尝到甜头后，他更不想安于现状，一直寻找新的商机。在得知长兄在老家从事塑料包装生意后，他果断卖掉在孟买的公司，改做聚氯乙烯进口生意。这一决定堪称他人生的转折点。他开始接触国际贸易，并在1988年成立了自己的集团。危机或早已埋下1991年，印度政府宣布开启国有资产私有化进程。阿达尼出手，通过大笔举债购得蒙德拉港的经营权，并与日本公司合作，将其发展成印度汽车进口基地。2020年，该港年吞吐量达到1.44亿吨，成为印度最大的私有港口。这也是他重要的“摇钱树”之一。·阿达尼运营的港口。阿达尼的野心越来越大，开始疯狂“买买买”。让许多人不解的是，他热衷于选择那些回报周期长、风险高的传统行业，比如资源、物流、农业和能源等。这看起来很“任性”。由于跨界众多，回本慢，阿达尼集团的债务飙升。去年8月，惠誉旗下信贷研究机构警告称，阿达尼集团“杠杆化严重”，主要是通过债务融资来扩大现有和新业务的投资。该机构称，阿达尼集团大举扩张，给公司的信贷指标和现金流带来了压力，在最坏的情况下，集团可能会陷入债务陷阱，甚至出现违约。“阿达尼集团早已出现杠杆率过高的现象，而债务融资就像滚雪球一样，会埋下一系列金融风险。”钱峰说。对于自己的投资逻辑，阿达尼曾这样解释：“我的投资战略重心一直在那些对印度的国家发展最重要的产业上，一直没变。”在钱峰看来，这样的说辞也可能是为了给印度总理莫迪的经济政策“贴金”。毕竟，阿达尼与莫迪的“亲密关系”早已不是什么秘密。·阿达尼（左）与莫迪。二人的交情可追溯到2003年。那时，担任古吉拉特邦首席部长（相当于省长）的莫迪，正因没能妥善处理古吉拉特骚乱而备受指责。在一场会议上，阿达尼公开为莫迪辩护，此后还帮莫迪创办“活力古吉拉特”全球投资峰会。该峰会为古吉拉特邦拉来不少投资，也成为莫迪的政绩。阿达尼成功赢得莫迪的好感。在莫迪主政古吉拉特邦的十几年里，他与阿达尼的关系日趋紧密。2013年，阿达尼的儿子结婚时，莫迪还亲临现场，全程参加了两天的行程。在旁人眼里，他就像新人们最爱的叔叔一样……阿达尼“押对了宝”。2014年，莫迪当选印度总理。有报道称，在这之后，阿达尼还为莫迪提供了一支私人飞机队，供他往返古吉拉特邦和新德里。但阿达尼毕竟是个商人。游走在政商两界的他一直饱受质疑。莫迪执政后，阿达尼大张旗鼓地进军新能源产业和空运业，还得到了大量来自印度国有企业和银行的资金支持。在许多人看来，阿达尼生意的顺风顺水全靠和这老乡的交情。钱峰告诉《环球人物》记者，阿达尼在印度富豪圈中可以说是特例，因为他是“富一代”，没有前几代的财富基础。“至于他和莫迪的私人交情起了什么作用，目前没有实证。但不可否认的是，他与印度国民志愿服务团（RSS）之间关系密切。他曾通过给RSS捐款来支持印度人民党（BJP），也算是间接给莫迪竞选时造势。”如今，这层关系也给处在风口浪尖的阿达尼带来更大压力。《印度教徒报》称，阿达尼集团所牵涉的丑闻已经引起了印度反对党方面的高度关注，国大党强烈呼吁就相关报告展开一场“严肃调查”。甚至有人将矛头直指现任政府，质疑是否存在利益交换。阿达尼能否平稳度过这次危机，重新赢回各方信心，还有待关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926684002,"gmtCreate":1671539816106,"gmtModify":1676538552274,"author":{"id":"3572684588675859","authorId":"3572684588675859","name":"坐等拿钱","avatar":"https://static.tigerbbs.com/69f511fa3284e77e7c0cff8ad3f6f472","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572684588675859","idStr":"3572684588675859"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926684002","repostId":"623522966","repostType":1,"repost":{"id":623522966,"gmtCreate":1671539258657,"gmtModify":1676538552191,"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/6e0accf8ec1b32c54695421b619b4620","crmLevel":2,"crmLevelSwitch":0,"followedF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21:15","market":"us","language":"zh","title":"警惕反弹假象！“沃尔克时刻”的教训：美股复苏或需数年","url":"https://stock-news.laohu8.com/highlight/detail?id=2273812233","media":"智通财经","summary":"1979年，美联储新上任的主席保罗•沃尔克(Paul Volcker)发起了一场让他成为传奇人物的运动：不遗余力地抗击通货膨胀。随后，华尔街用了三年多的时间才恢复元气。四十多年后的今天，相似之处比比皆","content":"<html><head></head><body><p>1979年，美联储新上任的主席保罗•沃尔克(Paul Volcker)发起了一场让他成为传奇人物的运动：不遗余力地抗击通货膨胀。随后，华尔街用了三年多的时间才恢复元气。</p><p>四十多年后的今天，相似之处比比皆是。随着通胀逼近两位数，鲍威尔领导的美联储正在实施自沃尔克时代以来最有力的货币紧缩行动，在股市和债市动荡之际大举加息。历史给市场的启示是发人深省的。当<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>与市场作对时，复苏需要时间。</p><p>随着本周美国股市反弹，投资者应该记得，当沃尔克的紧缩政策在1980年开始产生影响、促使其加息步伐短暂放松时，标普500指数在大约八个月的时间里反弹了43%。不过，这种上涨被证明是短暂的，直到1982年中期，股市才开始持续走高。</p><p><img src=\"https://static.tigerbbs.com/e919c1fecf1fefe549449e9fa3628da2\" tg-width=\"945\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>鲍威尔上个月提到了沃尔克抗通胀的决心，称政策制定者“将坚持下去，直到任务完成”——引用沃尔克的回忆录。强硬的货币政策信息，再加上地缘政治风险，迫使<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的策略师们不得不三思——几个月来，他们一直在认为股市反弹。</p><p>以Marko Kolanovic为首的摩根大通全球市场策略师在最近的一份报告中写道:“尽管我们的观点仍较普遍预期乐观，但这些事态发展可能会导致经济和市场复苏的延迟。这将我们2022年的目标价格置于风险之中，意味着可能要到2023年或当这些风险缓解时才能实现目标。”</p><p>其他人的看法则更为悲观。沃尔克时代最严重的熊市是1980年末至1982年8月期间下跌了27%。这比投资者在今年最糟糕的时候从峰顶到谷底的25%跌幅略高。但现在，市场面临的一个问题是目前的估值远远超过当时的水平。</p><p>以股价与营收之比来衡量，标普500指数的估值虽然已从历史高点回落，但仍处于与1999年互联网泡沫顶峰时差不多的水平。科技股泡沫的破裂再次提醒人们，股市可能需要数年时间才能出现持续反弹——标普500指数曾连续三年出现两位数的百分比跌幅。</p><p><img src=\"https://static.tigerbbs.com/cfb2e543058ff71cd2ef0055eb4a81d5\" tg-width=\"945\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p>CFRA Research首席投资策略师Sam Stovall表示:“我们要付出很多代价。我们将不得不经历一个熊市，这个熊市可能会比我们已经经历的更严重，我们可能会在未来10年进入一个更低的股市轨迹。”</p><p>但New York Life Investments经济学家、投资组合策略师Lauren Goodwin指出，目前最重要的可能是美联储将维持高利率多久。她在接受采访时表示:“如果我们看到美联储维持较高的利率水平，我相信风险资产要达到之前的峰值将会更加困难或更慢。”</p><p>这有两个原因：首先，当前利率上升意味着公司未来现金流的贴现率更高，现金流现值是衡量股票当前估值的最终标准。其次，加息也会抑制经济增长，美联储政策制定者很容易承认这一点，甚至积极寻求这么做。</p><p>人们希望，鲍威尔不必像沃尔克那样将高利率维持那么久。LPL Financial首席全球市场策略师Quincy Krosby在接受采访时表示:“沃尔克曾应对一个他必须打破的根深蒂固的工资-物价螺旋式通胀。显然，没有两个周期是相同的。”</p><p>不过，目前没有迹象表明美联储会改变紧缩政策。周二，新上任的美联储理事Philip Jefferson表示，降低通胀是美联储的首要任务，而旧金山联储主席戴利则表示，官员们必须&#34;坚持&#34;加息。</p><p>Goodwin称：“在这个周期中，风险资产复苏的关键问题是，美联储是否会将利率维持在中性之上，以及维持多久。还是他们会眨眼?”</p></body></html>","source":"stock_zhitongcaijing","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>警惕反弹假象！“沃尔克时刻”的教训：美股复苏或需数年</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警惕反弹假象！“沃尔克时刻”的教训：美股复苏或需数年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 21:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/801737.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1979年，美联储新上任的主席保罗•沃尔克(Paul Volcker)发起了一场让他成为传奇人物的运动：不遗余力地抗击通货膨胀。随后，华尔街用了三年多的时间才恢复元气。四十多年后的今天，相似之处比比皆是。随着通胀逼近两位数，鲍威尔领导的美联储正在实施自沃尔克时代以来最有力的货币紧缩行动，在股市和债市动荡之际大举加息。历史给市场的启示是发人深省的。当中央银行与市场作对时，复苏需要时间。随着本周...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/801737.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d10c1816b9dd31519f156ff849533b8","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","OEX":"标普100","BK4581":"高盛持仓","DDM":"道指两倍做多ETF","BK4504":"桥水持仓","SPY":"标普500ETF",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/801737.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273812233","content_text":"1979年，美联储新上任的主席保罗•沃尔克(Paul Volcker)发起了一场让他成为传奇人物的运动：不遗余力地抗击通货膨胀。随后，华尔街用了三年多的时间才恢复元气。四十多年后的今天，相似之处比比皆是。随着通胀逼近两位数，鲍威尔领导的美联储正在实施自沃尔克时代以来最有力的货币紧缩行动，在股市和债市动荡之际大举加息。历史给市场的启示是发人深省的。当中央银行与市场作对时，复苏需要时间。随着本周美国股市反弹，投资者应该记得，当沃尔克的紧缩政策在1980年开始产生影响、促使其加息步伐短暂放松时，标普500指数在大约八个月的时间里反弹了43%。不过，这种上涨被证明是短暂的，直到1982年中期，股市才开始持续走高。鲍威尔上个月提到了沃尔克抗通胀的决心，称政策制定者“将坚持下去，直到任务完成”——引用沃尔克的回忆录。强硬的货币政策信息，再加上地缘政治风险，迫使摩根大通的策略师们不得不三思——几个月来，他们一直在认为股市反弹。以Marko Kolanovic为首的摩根大通全球市场策略师在最近的一份报告中写道:“尽管我们的观点仍较普遍预期乐观，但这些事态发展可能会导致经济和市场复苏的延迟。这将我们2022年的目标价格置于风险之中，意味着可能要到2023年或当这些风险缓解时才能实现目标。”其他人的看法则更为悲观。沃尔克时代最严重的熊市是1980年末至1982年8月期间下跌了27%。这比投资者在今年最糟糕的时候从峰顶到谷底的25%跌幅略高。但现在，市场面临的一个问题是目前的估值远远超过当时的水平。以股价与营收之比来衡量，标普500指数的估值虽然已从历史高点回落，但仍处于与1999年互联网泡沫顶峰时差不多的水平。科技股泡沫的破裂再次提醒人们，股市可能需要数年时间才能出现持续反弹——标普500指数曾连续三年出现两位数的百分比跌幅。CFRA Research首席投资策略师Sam Stovall表示:“我们要付出很多代价。我们将不得不经历一个熊市，这个熊市可能会比我们已经经历的更严重，我们可能会在未来10年进入一个更低的股市轨迹。”但New York Life Investments经济学家、投资组合策略师Lauren Goodwin指出，目前最重要的可能是美联储将维持高利率多久。她在接受采访时表示:“如果我们看到美联储维持较高的利率水平，我相信风险资产要达到之前的峰值将会更加困难或更慢。”这有两个原因：首先，当前利率上升意味着公司未来现金流的贴现率更高，现金流现值是衡量股票当前估值的最终标准。其次，加息也会抑制经济增长，美联储政策制定者很容易承认这一点，甚至积极寻求这么做。人们希望，鲍威尔不必像沃尔克那样将高利率维持那么久。LPL Financial首席全球市场策略师Quincy Krosby在接受采访时表示:“沃尔克曾应对一个他必须打破的根深蒂固的工资-物价螺旋式通胀。显然，没有两个周期是相同的。”不过，目前没有迹象表明美联储会改变紧缩政策。周二，新上任的美联储理事Philip Jefferson表示，降低通胀是美联储的首要任务，而旧金山联储主席戴利则表示，官员们必须\"坚持\"加息。Goodwin称：“在这个周期中，风险资产复苏的关键问题是，美联储是否会将利率维持在中性之上，以及维持多久。还是他们会眨眼?”","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915133210,"gmtCreate":1664979264830,"gmtModify":1676537538622,"author":{"id":"3572684588675859","authorId":"3572684588675859","name":"坐等拿钱","avatar":"https://static.tigerbbs.com/69f511fa3284e77e7c0cff8ad3f6f472","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572684588675859","idStr":"3572684588675859"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OCG\">$东方文化(OCG)$</a>666666","listText":"<a 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