迷恋者 personal page - To The Moon

迷恋者

No personal profile

62Follow

103Followers

0Topic

0Badge

2021-09-18

?

Sorry, the original content has been removed

2021-09-08

?

美国多个指标报警！

2021-09-03

?

货币市场巨变：美元已多到市场不想要

2021-08-16

?

Sorry, the original content has been removed

2021-07-15

?

Sorry, the original content has been removed

2021-07-12

?

Sorry, the original content has been removed

2022-12-23

4mrmrmrm

2022-03-09

.

Sorry, the original content has been removed

2022-01-30

.

美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大

2021-09-19

?

Sorry, the original content has been removed

2021-07-08

Gg

Sorry, the original content has been removed

2022-12-25

J4jtjtj

2022-02-15

。

昨夜今晨 | 13F报告陆续出炉！顶级机构Q4买了啥？

2022-01-27

.

Sorry, the original content has been removed

2022-01-18

.

美联储以外的最大风险：美股财报季有点“难”

2021-09-22

?

提醒：中秋节休市安排来了！港股22日休市

2021-09-10

?

Sorry, the original content has been removed

2021-09-05

?

史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款

2022-12-19

Rnrnrntnt

2022-03-09

.

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3575846264530485","uuid":"3575846264530485","gmtCreate":1623832585777,"gmtModify":1623832585777,"name":"迷恋者","pinyin":"mlzmilianzhe","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":103,"headSize":62,"tweetSize":298,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.29","exceedPercentage":"93.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":261584328659192,"gmtCreate":1704873877119,"gmtModify":1704873881050,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"jekskskskskskNsnsnansmansn","listText":"jekskskskskskNsnsnansmansn","text":"jekskskskskskNsnsnansmansn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261584328659192","isVote":1,"tweetType":1,"viewCount":2520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258610126454832,"gmtCreate":1704171228874,"gmtModify":1704171233090,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"BdjxmssmsmsmzjskkaskKak&nbsp;","listText":"BdjxmssmsmsmzjskkaskKak&nbsp;","text":"BdjxmssmsmsmzjskkaskKak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258610126454832","isVote":1,"tweetType":1,"viewCount":2202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254465949438168,"gmtCreate":1703162250979,"gmtModify":1703162255345,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Hfcxzsszztzz dXccvvvg","listText":"Hfcxzsszztzz dXccvvvg","text":"Hfcxzsszztzz dXccvvvg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254465949438168","isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238944025383024,"gmtCreate":1699373260126,"gmtModify":1699373263651,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"duidididdkkddkkdkdkdkdkdod","listText":"duidididdkkddkkdkdkdkdkdod","text":"duidididdkkddkkdkdkdkdkdod","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238944025383024","isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197903478845640,"gmtCreate":1689350693948,"gmtModify":1689350697424,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Bnn","listText":"Bnn","text":"Bnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197903478845640","repostId":"197900630667400","repostType":1,"repost":{"id":197900630667400,"gmtCreate":1689349997373,"gmtModify":1689350003542,"author":{"id":"4091785598377930","authorId":"4091785598377930","name":"17888S11","avatar":"https://static.tigerbbs.com/0e174108beb4c189ade1b980004ae97e","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091785598377930","idStr":"4091785598377930"},"themes":[],"htmlText":"The Consumer Price Index (CPI) is an important indicator of inflation and can influence market movements. A 3% increase in the CPI suggests that prices for goods and services have risen by that amount over a certain period. In response to this rise in inflation, the market may experience some effects. Firstly, higher inflation can lead to expectations of interest rate hikes by central banks to control inflation. This could result in increased borrowing costs, impacting industries sensitive to interest rates such as housing and automotive sectors. Additionally, investors might adjust their portfolios to account for the inflationary environment. They may favor investments that provide protection against inflation, such as commodities like gold or companies with pricing power. Conversely, se","listText":"The Consumer Price Index (CPI) is an important indicator of inflation and can influence market movements. A 3% increase in the CPI suggests that prices for goods and services have risen by that amount over a certain period. In response to this rise in inflation, the market may experience some effects. Firstly, higher inflation can lead to expectations of interest rate hikes by central banks to control inflation. This could result in increased borrowing costs, impacting industries sensitive to interest rates such as housing and automotive sectors. Additionally, investors might adjust their portfolios to account for the inflationary environment. They may favor investments that provide protection against inflation, such as commodities like gold or companies with pricing power. Conversely, se","text":"The Consumer Price Index (CPI) is an important indicator of inflation and can influence market movements. A 3% increase in the CPI suggests that prices for goods and services have risen by that amount over a certain period. In response to this rise in inflation, the market may experience some effects. Firstly, higher inflation can lead to expectations of interest rate hikes by central banks to control inflation. This could result in increased borrowing costs, impacting industries sensitive to interest rates such as housing and automotive sectors. Additionally, investors might adjust their portfolios to account for the inflationary environment. They may favor investments that provide protection against inflation, such as commodities like gold or companies with pricing power. Conversely, se","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197900630667400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190891698929936,"gmtCreate":1687629943401,"gmtModify":1687629946779,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Znzmzkkzkmsksksksksks","listText":"Znzmzkkzkmsksksksksks","text":"Znzmzkkzkmsksksksksks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190891698929936","isVote":1,"tweetType":1,"viewCount":2319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190809029677280,"gmtCreate":1687609907411,"gmtModify":1687609912538,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Xbznzkzkzkzkdkdkekekeke","listText":"Xbznzkzkzkzkdkdkekekeke","text":"Xbznzkzkzkzkdkdkekekeke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190809029677280","isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189073895907480,"gmtCreate":1687186142762,"gmtModify":1687186146642,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Nsnsnsnmsmsmsmsmssmfkrkekrk","listText":"Nsnsnsnmsmsmsmsmssmfkrkekrk","text":"Nsnsnsnmsmsmsmsmssmfkrkekrk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189073895907480","isVote":1,"tweetType":1,"viewCount":2272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187670073745656,"gmtCreate":1686845515369,"gmtModify":1686845519641,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Dndmdmsmmsmmsmkssmsm","listText":"Dndmdmsmmsmmsmkssmsm","text":"Dndmdmsmmsmmsmkssmsm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187670073745656","isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187318710898792,"gmtCreate":1686759917408,"gmtModify":1686759920779,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Xndmsmsmsmsmmsdkkermek","listText":"Xndmsmsmsmsmmsdkkermek","text":"Xndmsmsmsmsmmsdkkermek","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187318710898792","isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187286548492392,"gmtCreate":1686752065257,"gmtModify":1686752069584,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Jkkkk","listText":"Jkkkk","text":"Jkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187286548492392","repostId":"187262994034720","repostType":1,"repost":{"id":187262994034720,"gmtCreate":1686746310757,"gmtModify":1686746316095,"author":{"id":"4092010970444820","authorId":"4092010970444820","name":"丸子叔叔","avatar":"https://static.tigerbbs.com/9db79fcf3d54d8e8214658f81484dc54","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4092010970444820","idStr":"4092010970444820"},"themes":[],"htmlText":"[财迷]&nbsp;[无语]&nbsp;[难过]&nbsp;[喷血]&nbsp;[贱笑]&nbsp;[愤怒]&nbsp;[得意]&nbsp;[流泪]&nbsp;[龇牙]&nbsp;[可爱]&nbsp;[可爱]&nbsp;[冷漠]&nbsp;[愤怒]&nbsp;[鬼脸]&nbsp;[龇牙]&nbsp;","listText":"[财迷]&nbsp;[无语]&nbsp;[难过]&nbsp;[喷血]&nbsp;[贱笑]&nbsp;[愤怒]&nbsp;[得意]&nbsp;[流泪]&nbsp;[龇牙]&nbsp;[可爱]&nbsp;[可爱]&nbsp;[冷漠]&nbsp;[愤怒]&nbsp;[鬼脸]&nbsp;[龇牙]&nbsp;","text":"[财迷] [无语] [难过] [喷血] [贱笑] [愤怒] [得意] [流泪] [龇牙] [可爱] [可爱] [冷漠] [愤怒] [鬼脸] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187262994034720","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186209786519648,"gmtCreate":1686500649788,"gmtModify":1686500660593,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Zhznajsjsksskjdjseiekekekek","listText":"Zhznajsjsksskjdjseiekekekek","text":"Zhznajsjsksskjdjseiekekekek","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186209786519648","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186005024624784,"gmtCreate":1686450802531,"gmtModify":1686450806333,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Dnzmzllzslslzklsksskslsksksk","listText":"Dnzmzllzslslzklsksskslsksksk","text":"Dnzmzllzslslzklsksskslsksksk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186005024624784","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185144109011088,"gmtCreate":1686240618055,"gmtModify":1686240622059,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"NsmaSmslalalalaoaosososo","listText":"NsmaSmslalalalaoaosososo","text":"NsmaSmslalalalaoaosososo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185144109011088","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185144555974688,"gmtCreate":1686240582986,"gmtModify":1686240586645,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Nckdkdkdkdkdkdkdkd","listText":"Nckdkdkdkdkdkdkdkd","text":"Nckdkdkdkdkdkdkdkd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185144555974688","repostId":"185144344367232","repostType":1,"repost":{"id":185144344367232,"gmtCreate":1686240538474,"gmtModify":1686240542299,"author":{"id":"3569498367216176","authorId":"3569498367216176","name":"uyc","avatar":"https://static.tigerbbs.com/f3b735830b3a41262e5863a204e65f4d","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569498367216176","idStr":"3569498367216176"},"themes":[],"htmlText":"Okkkkkkkkkkkkkkkkkkkkkkk","listText":"Okkkkkkkkkkkkkkkkkkkkkkk","text":"Okkkkkkkkkkkkkkkkkkkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185144344367232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184498309410848,"gmtCreate":1686067910991,"gmtModify":1686067915469,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Skalaoapaoaoowwoolyltl","listText":"Skalaoapaoaoowwoolyltl","text":"Skalaoapaoaoowwoolyltl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184498309410848","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184469777055784,"gmtCreate":1686060947339,"gmtModify":1686060951646,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"&nbsp;Dndn zalalalalakaknsksksskks","listText":"&nbsp;Dndn zalalalalakaknsksksskks","text":"Dndn zalalalalakaknsksksskks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184469777055784","isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945134844,"gmtCreate":1681400473288,"gmtModify":1681400476730,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"gigigf","listText":"gigigf","text":"gigigf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945134844","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942781184,"gmtCreate":1681306231648,"gmtModify":1681306235546,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Nejeejekmrleekelepeprlrl","listText":"Nejeejekmrleekelepeprlrl","text":"Nejeejekmrleekelepeprlrl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942781184","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942781961,"gmtCreate":1681306212853,"gmtModify":1681306216410,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Snakalalaoapapalaoakakakak","listText":"Snakalalaoapapalaoakakakak","text":"Snakalalaoapapalaoakakakak","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942781961","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":887320856,"gmtCreate":1631979072075,"gmtModify":1676530681420,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/887320856","repostId":"1109542809","repostType":4,"isVote":1,"tweetType":1,"viewCount":16635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889114787,"gmtCreate":1631114345549,"gmtModify":1676530473097,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/889114787","repostId":"2165994363","repostType":4,"repost":{"id":"2165994363","kind":"highlight","pubTimestamp":1631085017,"share":"https://ttm.financial/m/news/2165994363?lang=&edition=fundamental","pubTime":"2021-09-08 15:10","market":"us","language":"zh","title":"美国多个指标报警！","url":"https://stock-news.laohu8.com/highlight/detail?id=2165994363","media":"华尔街见闻","summary":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报","content":"<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。</p>\n<p><b>上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。</b>美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。</p>\n<p>8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。</p>\n<p>据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。</p>\n<p><b>过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f7c5b880f937edae73659acd8fa2e181\" tg-width=\"731\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p>\n<p>(图片来源：Worldometers)</p>\n<h2>“不确定性和焦虑感又回来了”</h2>\n<p>疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。</p>\n<p><b>从8月份开始，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。</b></p>\n<p>官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。</p>\n<p>市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。</p>\n<p>与此同时，美国许多学校已经关闭或恢复线上授课。</p>\n<p>华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。</p>\n<p><b>Meier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”</b></p>\n<h2>机构纷纷下调美国经济增长预期</h2>\n<p>经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。</p>\n<p>本周一发布的报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。</p>\n<p>在本周解释为何下调预期时，高盛经济学家提到几大影响因素，<b>预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：</b></p>\n<blockquote>\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n</blockquote>\n<p>本月初，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。</p>\n<p>摩根士丹利当时称，<b>调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。</b></p>\n<h2>美股两连跌，更大的考验在后面</h2>\n<p>周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。</p>\n<p>这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。</p>\n<p>分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。</p>\n<p><b>随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。</b></p>\n<p>本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。<b>除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。</b></p>\n<p>华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。</p>\n<p>美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。</p>\n<p>与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。</p>","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\" />\n<title>美国多个指标报警！</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美国多个指标报警！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3639891><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639891\">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":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3639891","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165994363","content_text":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。\n据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。\n过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。\n\n(图片来源：Worldometers)\n“不确定性和焦虑感又回来了”\n疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。\n从8月份开始，包括苹果、亚马逊在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。\n官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。\n市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。\n与此同时，美国许多学校已经关闭或恢复线上授课。\n华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。\nMeier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”\n机构纷纷下调美国经济增长预期\n经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。\n本周一发布的报告中，高盛将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。\n在本周解释为何下调预期时，高盛经济学家提到几大影响因素，预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：\n\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n\n本月初，摩根士丹利也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。\n摩根士丹利当时称，调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。\n美股两连跌，更大的考验在后面\n周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。\n这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。\n分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。\n随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。\n本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。\n华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。\n美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。\n与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"SGUmain":0.9,"MGCmain":0.9,"NUGT":0.9,"SGCmain":0.9,"GLD":0.9,"IAU":0.9,"GDX":0.9,"DUST":0.9}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812499360,"gmtCreate":1630599006150,"gmtModify":1676530353970,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812499360","repostId":"2164546845","repostType":4,"repost":{"id":"2164546845","kind":"news","pubTimestamp":1630569124,"share":"https://ttm.financial/m/news/2164546845?lang=&edition=fundamental","pubTime":"2021-09-02 15:52","market":"us","language":"zh","title":"货币市场巨变：美元已多到市场不想要","url":"https://stock-news.laohu8.com/highlight/detail?id=2164546845","media":"智通财经","summary":"货币市场正在发生翻天覆地的变化。","content":"<p>货币市场正在发生翻天覆地的变化。</p>\n<p>多年来，在交叉货币市场上，美元相对于欧元、日元等货币的溢价一直为负，这表明对美元的需求非常旺盛。现在，这些所谓的交叉货币基差互换(cross-currency </p>\n<p>basis swap)即将转为正值。</p>\n<p>“以前从未发生过的事情现在正在发生，”<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>策略师Zoltan Pozsar表示。 他指出，人们已经习惯认为交叉货币基差互换是负值。 </p>\n<p>“对美元的过度需求总是存在的，而这种过度需求已经消失了。”</p>\n<p><a href=\"https://laohu8.com/S/CNBC\">中央银行</a>采取的非常规措施，包括美联储以美元互换额度和新回购协议工具的形式提供大量流动性，意味着金融体系实质上已经被现金淹没。</p>\n<p>2015年，美联储从市场撤出美元流动性，当时日本央行和欧洲央行正在加大量化宽松计划。</p>\n<p><img src=\"https://static.tigerbbs.com/1c51bd3b468c4ca66d6b3f834bb6ad88\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>“一些经验最丰富的短期利率交易员会告诉你，2015年到2019年期间的交易量是前所未有的，” Pozsar表示。 </p>\n<p>“所以快进到今天，我们现在有这么多的流动性，特别是美元，美联储量化宽松的速度比日本央行或欧洲央行都快。 所以美元供应充足。 监管并没有变得更加严格。 </p>\n<p>如果说有什么不同的话，那就是它们变得越来越宽松了。 美联储已成为最后的交易商。 ”</p>\n<p>甚至较长期限的交叉货币基差互换，例如日元和美元之间的 10 年期互换，也即将转为正值。 目前这一溢价为-34个基点，为10多年来最小的差值。</p>\n<p>这种互换指标是衡量在日本借入美元与在美国借入美元成本差异的一种方法，如果指标为负，则表明用日元借入美元的成本更高。 </p>\n<p>理论上，这种差异不应该存在，因为参与者通过套利来消除差异，但金融危机后出台的监管规定可能限制了他们这样做的能力。</p>\n<p><img src=\"https://static.tigerbbs.com/d705e196ca793c3ad2f3e4e987cbf869\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>全球大部分过剩美元目前都存放在美联储的逆回购工具中，本周美联储从银行、货币市场基金和其他金融对手那里吸纳了创纪录的1.19万亿美元。 </p>\n<p>与此同时，7月底推出的新回购协议工具应该会为美联储提供另一种从金融体系吸收过剩流动性的途径。</p>\n<p>美联储的流动性措施推动了多个国家的短期利率下降。 </p>\n<p>特别是，伦敦银行同业拆借利率(Libor)与隔夜指数掉期(OIS)之间的息差(衡量银行的美元融资成本的指标)接近于负值。 </p>\n<p>这与2008年的情况不同，当时回购市场的动荡和对交易对手的担忧将该指标推至创纪录高点。</p>\n<p><img src=\"https://static.tigerbbs.com/8441795a323461ec45740acebe20200a\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Pozsar表示：“这反映出，相对于需求，系统中的现金太多了。”“在相当长的一段时间内，情况将与过去5年截然不同。 </p>\n<p>我认为在过去的5年里，短期利率交易员经历了一个黄金时代，因为我们在货币市场上发生了太多太多的价差波动。”</p>","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>货币市场巨变：美元已多到市场不想要</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货币市场巨变：美元已多到市场不想要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 15:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/553010.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>货币市场正在发生翻天覆地的变化。\n多年来，在交叉货币市场上，美元相对于欧元、日元等货币的溢价一直为负，这表明对美元的需求非常旺盛。现在，这些所谓的交叉货币基差互换(cross-currency \nbasis swap)即将转为正值。\n“以前从未发生过的事情现在正在发生，”瑞士信贷策略师Zoltan Pozsar表示。 他指出，人们已经习惯认为交叉货币基差互换是负值。 \n“对美元的过度需求总是存在的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/553010.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/c685480ed37cb27252b8611b704480cc","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/553010.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164546845","content_text":"货币市场正在发生翻天覆地的变化。\n多年来，在交叉货币市场上，美元相对于欧元、日元等货币的溢价一直为负，这表明对美元的需求非常旺盛。现在，这些所谓的交叉货币基差互换(cross-currency \nbasis swap)即将转为正值。\n“以前从未发生过的事情现在正在发生，”瑞士信贷策略师Zoltan Pozsar表示。 他指出，人们已经习惯认为交叉货币基差互换是负值。 \n“对美元的过度需求总是存在的，而这种过度需求已经消失了。”\n中央银行采取的非常规措施，包括美联储以美元互换额度和新回购协议工具的形式提供大量流动性，意味着金融体系实质上已经被现金淹没。\n2015年，美联储从市场撤出美元流动性，当时日本央行和欧洲央行正在加大量化宽松计划。\n\n“一些经验最丰富的短期利率交易员会告诉你，2015年到2019年期间的交易量是前所未有的，” Pozsar表示。 \n“所以快进到今天，我们现在有这么多的流动性，特别是美元，美联储量化宽松的速度比日本央行或欧洲央行都快。 所以美元供应充足。 监管并没有变得更加严格。 \n如果说有什么不同的话，那就是它们变得越来越宽松了。 美联储已成为最后的交易商。 ”\n甚至较长期限的交叉货币基差互换，例如日元和美元之间的 10 年期互换，也即将转为正值。 目前这一溢价为-34个基点，为10多年来最小的差值。\n这种互换指标是衡量在日本借入美元与在美国借入美元成本差异的一种方法，如果指标为负，则表明用日元借入美元的成本更高。 \n理论上，这种差异不应该存在，因为参与者通过套利来消除差异，但金融危机后出台的监管规定可能限制了他们这样做的能力。\n\n全球大部分过剩美元目前都存放在美联储的逆回购工具中，本周美联储从银行、货币市场基金和其他金融对手那里吸纳了创纪录的1.19万亿美元。 \n与此同时，7月底推出的新回购协议工具应该会为美联储提供另一种从金融体系吸收过剩流动性的途径。\n美联储的流动性措施推动了多个国家的短期利率下降。 \n特别是，伦敦银行同业拆借利率(Libor)与隔夜指数掉期(OIS)之间的息差(衡量银行的美元融资成本的指标)接近于负值。 \n这与2008年的情况不同，当时回购市场的动荡和对交易对手的担忧将该指标推至创纪录高点。\n\nPozsar表示：“这反映出，相对于需求，系统中的现金太多了。”“在相当长的一段时间内，情况将与过去5年截然不同。 \n我认为在过去的5年里，短期利率交易员经历了一个黄金时代，因为我们在货币市场上发生了太多太多的价差波动。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830279296,"gmtCreate":1629078226515,"gmtModify":1676529922341,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830279296","repostId":"1152652931","repostType":4,"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147514946,"gmtCreate":1626363656485,"gmtModify":1703758812039,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147514946","repostId":"1182732821","repostType":4,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142023805,"gmtCreate":1626105169307,"gmtModify":1703753583776,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142023805","repostId":"1144018470","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922810263,"gmtCreate":1671729486553,"gmtModify":1676538584506,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"4mrmrmrm","listText":"4mrmrmrm","text":"4mrmrmrm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922810263","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038683916,"gmtCreate":1646815093102,"gmtModify":1676534165517,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038683916","repostId":"1135205184","repostType":4,"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093198064,"gmtCreate":1643545569571,"gmtModify":1676533829965,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093198064","repostId":"2207780287","repostType":4,"repost":{"id":"2207780287","kind":"highlight","pubTimestamp":1643520899,"share":"https://ttm.financial/m/news/2207780287?lang=&edition=fundamental","pubTime":"2022-01-30 13:34","market":"us","language":"zh","title":"美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大","url":"https://stock-news.laohu8.com/highlight/detail?id=2207780287","media":"华尔街见闻","summary":"2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自","content":"<html><head></head><body><p>2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，<b>这是自2009年以来最糟糕的一月表现。</b></p><p>本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。</p><p><b>在此之际，要不要逢低买入，华尔街大佬们意见不一。</b></p><p>事实证明，自疫情开始以来，逢低买入或在经济低迷时增持股票是一种有利可图的策略。<b>当时货币和财政政策将利率维持在接近于零的水平，并向经济注入大量资金，市场反弹得更高、更快。</b></p><p><b>但这次不同，美联储准备采取紧缩政策抑制高通胀，投资者对于市场反弹的效果产生严重的分歧。</b></p><p><b>全球最大的基金管理公司之一、资产达1.7万亿美元的普信集团新任首席执行官罗布·夏普警告称：</b></p><blockquote>在2022年面临的经济环境中，我们应该抵制每次回调都买进的策略。</blockquote><blockquote>尤其是宽松的货币政策一旦出现逆转，就更难预测回报是否会强劲。</blockquote><p>规模达2.2万亿美元的基金管理公司<a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司(Pimco)的创始人、<b>被业界称作“债券之王”的比尔·格罗斯</b>在接受英国《金融时报》采访时表示：</p><blockquote>市场上已经消除了逢低买入的心态。</blockquote><blockquote>随着美联储收紧政策，投资者，尤其是刚刚经历过牛市的新投资者，将会避免在“我们开始看到的熊市”中买入下跌的股票。</blockquote><p><b>与此同时</b>，汇丰银行警告投资者，几乎没有迹象表明鲍威尔会出手提振正在下跌的市场；<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>则表示，美联储越收紧政策，市场的乐观情绪就会越消退越快。</p><p><b>然而，市场上总会有不同的声音，有一些人抓住了市场的回撤。</b></p><p><b>潘兴广场资本管理公司创始人、疫情期间“战神”比尔</b><b>·</b><b>阿克曼本周表示</b>，在流媒体公司<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>股价暴跌后，他的公司买入了逾310万股奈飞股票。</p><p>阿克曼在周三发布的公告中表示：</p><blockquote>我们的许多最佳投资，都是在其他短线投资者抛售绩优股时出现的，绩优股的价格在长期投资时显得格外诱人。</blockquote><p><b>管理8810亿美元资产、全球最大的另类资产管理机构<a href=\"https://laohu8.com/S/BX\">黑石</a>的总裁乔纳森</b><b>·</b><b>格雷</b>本周早些时候也指出：</p><blockquote>市场波动和纳斯达克平均股价从去年的历史高点下跌逾40%，正在为公司创造机会。</blockquote><p><b>方舟投资Ark Investment掌门人木头姐本周发声</b>，资产价格正在下跌，创新股正在被卖出，投资者可以以更低的价格买入。自2022年初以来，木头姐的旗舰基金ARKK已累计下跌27%。</p><p>此外，分析师们指出，本月的抛售不仅是由对利率的担忧驱动的，也是由基本面因素驱动的，因为估值较高的公司显得更加不稳定。</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\" />\n<title>美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大</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美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-30 13:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651035><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651035\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4007":"制药","NDX":"纳斯达克100指数","03086":"华夏纳指","BK4566":"资本集团","BK4108":"电影和娱乐","BK4559":"巴菲特持仓","BK4504":"桥水持仓","SPY":"标普500ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4550":"红杉资本持仓","NFLX":"奈飞","BK4507":"流媒体概念","TTTN":"老虎中美互联网巨头ETF","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","ARTL":"Artelo Biosciences, Inc.","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://wallstreetcn.com/articles/3651035","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207780287","content_text":"2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入，华尔街大佬们意见不一。事实证明，自疫情开始以来，逢低买入或在经济低迷时增持股票是一种有利可图的策略。当时货币和财政政策将利率维持在接近于零的水平，并向经济注入大量资金，市场反弹得更高、更快。但这次不同，美联储准备采取紧缩政策抑制高通胀，投资者对于市场反弹的效果产生严重的分歧。全球最大的基金管理公司之一、资产达1.7万亿美元的普信集团新任首席执行官罗布·夏普警告称：在2022年面临的经济环境中，我们应该抵制每次回调都买进的策略。尤其是宽松的货币政策一旦出现逆转，就更难预测回报是否会强劲。规模达2.2万亿美元的基金管理公司太平洋投资管理公司(Pimco)的创始人、被业界称作“债券之王”的比尔·格罗斯在接受英国《金融时报》采访时表示：市场上已经消除了逢低买入的心态。随着美联储收紧政策，投资者，尤其是刚刚经历过牛市的新投资者，将会避免在“我们开始看到的熊市”中买入下跌的股票。与此同时，汇丰银行警告投资者，几乎没有迹象表明鲍威尔会出手提振正在下跌的市场；杰富瑞则表示，美联储越收紧政策，市场的乐观情绪就会越消退越快。然而，市场上总会有不同的声音，有一些人抓住了市场的回撤。潘兴广场资本管理公司创始人、疫情期间“战神”比尔·阿克曼本周表示，在流媒体公司奈飞股价暴跌后，他的公司买入了逾310万股奈飞股票。阿克曼在周三发布的公告中表示：我们的许多最佳投资，都是在其他短线投资者抛售绩优股时出现的，绩优股的价格在长期投资时显得格外诱人。管理8810亿美元资产、全球最大的另类资产管理机构黑石的总裁乔纳森·格雷本周早些时候也指出：市场波动和纳斯达克平均股价从去年的历史高点下跌逾40%，正在为公司创造机会。方舟投资Ark Investment掌门人木头姐本周发声，资产价格正在下跌，创新股正在被卖出，投资者可以以更低的价格买入。自2022年初以来，木头姐的旗舰基金ARKK已累计下跌27%。此外，分析师们指出，本月的抛售不仅是由对利率的担忧驱动的，也是由基本面因素驱动的，因为估值较高的公司显得更加不稳定。","news_type":1,"symbols_score_info":{"ZFmain":0.9,"ZTmain":0.9,"ZBmain":0.9,"QNETCN":0.69,"ZNmain":0.9,"NDX":0.69,".IXIC":0.6,"TTTN":0.86,".DJI":0.6,"03086":0.9,"UBmain":0.9,"SPY":0.6,"TNmain":0.9,"ARTL":0.69,"NQmain":0.77,"NFLX":0.6}},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887299933,"gmtCreate":1632038552522,"gmtModify":1676530691264,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887299933","repostId":"1194076700","repostType":4,"isVote":1,"tweetType":1,"viewCount":2405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143019032,"gmtCreate":1625752233326,"gmtModify":1703747835905,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143019032","repostId":"2149475793","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925152596,"gmtCreate":1671969486316,"gmtModify":1676538616172,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"J4jtjtj","listText":"J4jtjtj","text":"J4jtjtj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925152596","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095615202,"gmtCreate":1644894683253,"gmtModify":1676533973130,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095615202","repostId":"1118966088","repostType":4,"repost":{"id":"1118966088","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":1644881462,"share":"https://ttm.financial/m/news/1118966088?lang=&edition=fundamental","pubTime":"2022-02-15 07:31","market":"uk","language":"zh","title":"昨夜今晨 | 13F报告陆续出炉！顶级机构Q4买了啥？","url":"https://stock-news.laohu8.com/highlight/detail?id=1118966088","media":"老虎资讯综合","summary":"摘要：美股主要指数连跌三日；疫苗股、中概教育股普跌；Sea盘中一度重挫近20%，创上市以来最大跌幅；美油与布伦特原油均创7年新高；伯克希尔、桥水、高瓴等多家全球顶级机构四季度持仓出炉>>>海外市场美股","content":"<html><head></head><body><blockquote><b>摘要：</b>美股主要指数连跌三日；疫苗股、中概教育股普跌；Sea盘中一度重挫近20%，创上市以来最大跌幅；美油与布伦特原油均创7年新高；<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、桥水、高瓴等多家全球顶级机构四季度持仓出炉&gt;&gt;&gt;</blockquote><p><b>海外市场</b></p><p><b>美股收盘：三大指数连跌三日，疫苗股普跌</b></p><p>投资者密切关注俄乌紧张局势，并准备应对美联储为应对通胀飙升可能采取的行动。圣路易斯联储主席布拉德称央行需要更积极地对抗通胀。截至收盘，道琼斯指数跌0.49%，报34,566.17点；标普500指数跌0.38%，报4,401.67 点；纳斯达克指数几乎平收（跌0.24点），报13,790.92点。</p><p>疫苗股普跌，数据显示Omicron疫情正在消退，且上周五美国卫生监管机构表示将推迟为5岁以下儿童批准新冠疫苗。截止收盘，<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>股价下跌近12%，成为标普500指数中表现最差的股票，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>下跌1.93%，<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>下跌9.61%，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>下跌11.42%。</p><p><b>热门中概股多数下跌，教育股跌幅居前</b></p><p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨7.27%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.64%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.09%，微博跌1.28%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.40%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.31%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌7.66%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌3.72%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌3.29%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.06%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.27%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌1.99%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌3.03%。</p><p><b>俄乌紧张局势推高油价，美油与布伦特原油均创7年新高</b></p><p>原油期货周一走高，并创下7年多以来的最高收盘价。交易员密切关注俄乌局势的发展，担心它可能会扰乱已经紧张的全球原油市场。纽约商品交易所3月交割的西德州中质原油（WTI）期货价格上涨2.36美元，涨幅2.5%，收于每桶95.46美元，创2014年9月3日以来的最高收盘价。</p><p><b>黄金期货收高1.5%，创3个月来最高收盘价</b></p><p>黄金期货周一创近3个月来的最高收盘价。俄乌关系紧张化提振了对黄金的避险投资需求。纽约商品交易所4月交割的黄金期货价格上涨27.30美元，涨幅1.5%，收于每盎司1869.40美元，创11月17日以来的最高收盘价。</p><p><b>欧股全线收跌，主要股指均跌逾2%</b></p><p>乌克兰局势紧张，市场避险情绪升温，欧股全线收跌。德国DAX30指数跌2.03%，法国CAC40指数跌2.27%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌1.72%，西班牙IBEX35指数跌2.53%，意大利富时MIB指数跌2.07%，欧洲斯托克50指数跌2.14%。</p><p><b>国际宏观</b></p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>如何保住美联储抗通胀公信力？鹰派决策者主张前置加息</b></a><b></b></p><p>圣路易斯联邦储备银行行长詹姆斯·布拉德称，央行需要推进加息计划来凸显其对抗通胀的公信力。布拉德重申了他的观点，即为应对40年来最严重的通胀美联储应该在7月1日之前加息100个基点，并在第二季开始缩减资产负债表。</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>美国消费者短期通胀预期意外下降，为逾一年来首次</b></a><b></b></p><p>据纽约联储对消费者预期的月度调查，消费者一年期通胀预期自2020年10月以来首次下降，从12月的6.0%降至1月的5.8%。三年期通胀预期从12月的4.0%降至1月的3.5%，是自2013年开展调查以来的最大月度降幅。</p><p><a href=\"https://laohu8.com/NW/2211501832\" target=\"_blank\"><b>OPEC秘书长：投资水平偏低和地缘政治风险正在推高油价</b></a><b></b></p><p>OPEC秘书长表示大规模投资水平不足和地缘政治风险是当前油价走高的幕后推手，对于近期不断升级的俄乌冲突，他表示对通过外交途径化解乌克兰危机的前景感到乐观。</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>俄罗斯、乌克兰在全球原材料供应中举足轻重，爆发冲突将意味着什么</b></a><b></b></p><p>美国已经警告称，俄罗斯可能会最早在本周攻击其邻国，尽管莫斯科一再否认其计划入侵。市场几周来一直处于紧张状态，如果真的发生冲突--或是对俄罗斯制裁--可能会推动能源和食品价格进一步走高，并令欧洲陷入严重的供应危机。</p><p><b>公司新闻</b></p><p><a href=\"https://laohu8.com/NW/1186191515\" target=\"_blank\"><b>伯克希尔Q4建仓做多动视暴雪，苹果仍为头号重仓股</b></a><b></b></p><p>巴菲特旗下伯克希尔哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司去年四季度四季度建仓做多动视暴雪，持股1470万，持股市值9.752亿美元，在动视暴雪流通股中占比1.88%。</p><p><a href=\"https://laohu8.com/NW/1159400919\" target=\"_blank\"><b>高瓴四季度部分加码新能源，理想汽车首次跻身十大持仓</b></a><b></b></p><p>四季度，高瓴的理想和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>持仓分别增长四倍和三倍多，东南亚 &#34; 小<a href=\"https://laohu8.com/S/00700\">腾讯</a>&#34; Sea也进入高瓴的十大重仓股之列，<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>和<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>仍属前十重仓股。高瓴当季清仓阿里和B站，大幅减持拼多多逾90%。</p><p><a href=\"https://laohu8.com/NW/1171843573\" target=\"_blank\"><b>桥水Q4持仓：大幅增持中概电商三巨头，清仓亚马逊和奈飞</b></a><b></b></p><p>知名投资人瑞·达利欧旗下桥水基金向美国SEC提交了截至四季度末的美股持仓情况（13F表）。文件显示，桥水基金Q4整体持仓规模达到172.02亿美元，较上季度减少5.81%，十大重仓股集中度为35.59%。</p><p><a href=\"https://laohu8.com/NW/1128166718\" target=\"_blank\"><b>文艺复兴科技Q4持仓：大幅增持Roblox，清仓AMD</b></a><b></b></p><p>知名投资人詹姆斯·西蒙斯旗下文艺复兴科技基金近期向美国SEC提交了截至去年四季度末的美股持仓情况（13F表）。这家以科技成长作为主题的基金，去年四季度末持仓市值小幅走高至803.8亿美元，较前一季度的规模774亿美元小幅提升。</p><p><a href=\"https://laohu8.com/NW/2211501757\" target=\"_blank\"><b>“东南亚小腾讯”Sea盘中一度重挫近20%，创上市以来最大跌幅</b></a><b></b></p><p>这是Sea今年再度单日大跌，今年1月4日，腾讯宣布要将所持的Sea股权从21.3%减少至18.7%，投票权预计降至不足10%，当天Sea盘中跌超11%，创九个月新低。不过，本周一的Sea大跌应该和腾讯这个大股东无关，腾讯最近没有再减持Sea的动作。倒是Sea旗下高人气的手机游戏——大逃杀射击游戏Free Fire的App刚刚传出被印度政府封禁的消息。</p><p><a href=\"https://laohu8.com/NW/1126159791\" target=\"_blank\"><b>英特尔加快汽车领域布局，2024年在美推出自动驾驶电动班车</b></a><b></b></p><p>英特尔旗下自动驾驶部门<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>宣布，将与德国Benteler电动车系统公司、自动驾驶方案提供商Beep开展战略合作，计划2024年在美国推出自动驾驶电动班车。</p><p><a href=\"https://laohu8.com/NW/2211504402\" target=\"_blank\"><b>苹果遭荷兰反垄断机构罚款累计升至2000万欧元</b></a><b></b></p><p>苹果对荷兰反垄断案罚款目前已累计升至2000万欧元，因苹果应用商店依旧未按照要求对荷兰的约会软件放开第三方支付系统，荷兰消费者和市场管理局（ACM）周一对苹果公司第四次处以500万欧元（约570万美元）的罚款。</p><p><a href=\"https://laohu8.com/NW/2211506776\" target=\"_blank\"><b>AMD宣布完成对赛灵思的全股票交易收购</b></a><b></b></p><p>AMD官网2月14日发布声明称，AMD今天完成对赛灵思的全股票交易收购。赛灵思前首席执行官Victor Peng将加入AMD，担任新成立的自适应和嵌入式计算集团（AECG）总裁。AMD预计此次收购将在第一年对非GAAP利润率、非GAAP每股收益和自由现金流产生影响。</p><p><a href=\"https://laohu8.com/NW/2211250039\" target=\"_blank\"><b>消息称英特尔或以60亿美元收购以色列高塔半导体</b></a><b></b></p><p>据知情人士称，美国芯片巨头英特尔正接近达成交易，以大约60亿美元的价格收购以色列芯片厂商高塔半导体（<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor）。</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>昨夜今晨 | 13F报告陆续出炉！顶级机构Q4买了啥？</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昨夜今晨 | 13F报告陆续出炉！顶级机构Q4买了啥？\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\">2022-02-15 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：</b>美股主要指数连跌三日；疫苗股、中概教育股普跌；Sea盘中一度重挫近20%，创上市以来最大跌幅；美油与布伦特原油均创7年新高；<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>、桥水、高瓴等多家全球顶级机构四季度持仓出炉&gt;&gt;&gt;</blockquote><p><b>海外市场</b></p><p><b>美股收盘：三大指数连跌三日，疫苗股普跌</b></p><p>投资者密切关注俄乌紧张局势，并准备应对美联储为应对通胀飙升可能采取的行动。圣路易斯联储主席布拉德称央行需要更积极地对抗通胀。截至收盘，道琼斯指数跌0.49%，报34,566.17点；标普500指数跌0.38%，报4,401.67 点；纳斯达克指数几乎平收（跌0.24点），报13,790.92点。</p><p>疫苗股普跌，数据显示Omicron疫情正在消退，且上周五美国卫生监管机构表示将推迟为5岁以下儿童批准新冠疫苗。截止收盘，<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>股价下跌近12%，成为标普500指数中表现最差的股票，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>下跌1.93%，<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>下跌9.61%，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>下跌11.42%。</p><p><b>热门中概股多数下跌，教育股跌幅居前</b></p><p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>涨7.27%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.64%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.09%，微博跌1.28%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.40%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.31%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌7.66%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌3.72%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌3.29%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌1.06%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.27%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌1.99%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌3.03%。</p><p><b>俄乌紧张局势推高油价，美油与布伦特原油均创7年新高</b></p><p>原油期货周一走高，并创下7年多以来的最高收盘价。交易员密切关注俄乌局势的发展，担心它可能会扰乱已经紧张的全球原油市场。纽约商品交易所3月交割的西德州中质原油（WTI）期货价格上涨2.36美元，涨幅2.5%，收于每桶95.46美元，创2014年9月3日以来的最高收盘价。</p><p><b>黄金期货收高1.5%，创3个月来最高收盘价</b></p><p>黄金期货周一创近3个月来的最高收盘价。俄乌关系紧张化提振了对黄金的避险投资需求。纽约商品交易所4月交割的黄金期货价格上涨27.30美元，涨幅1.5%，收于每盎司1869.40美元，创11月17日以来的最高收盘价。</p><p><b>欧股全线收跌，主要股指均跌逾2%</b></p><p>乌克兰局势紧张，市场避险情绪升温，欧股全线收跌。德国DAX30指数跌2.03%，法国CAC40指数跌2.27%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌1.72%，西班牙IBEX35指数跌2.53%，意大利富时MIB指数跌2.07%，欧洲斯托克50指数跌2.14%。</p><p><b>国际宏观</b></p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>如何保住美联储抗通胀公信力？鹰派决策者主张前置加息</b></a><b></b></p><p>圣路易斯联邦储备银行行长詹姆斯·布拉德称，央行需要推进加息计划来凸显其对抗通胀的公信力。布拉德重申了他的观点，即为应对40年来最严重的通胀美联储应该在7月1日之前加息100个基点，并在第二季开始缩减资产负债表。</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>美国消费者短期通胀预期意外下降，为逾一年来首次</b></a><b></b></p><p>据纽约联储对消费者预期的月度调查，消费者一年期通胀预期自2020年10月以来首次下降，从12月的6.0%降至1月的5.8%。三年期通胀预期从12月的4.0%降至1月的3.5%，是自2013年开展调查以来的最大月度降幅。</p><p><a href=\"https://laohu8.com/NW/2211501832\" target=\"_blank\"><b>OPEC秘书长：投资水平偏低和地缘政治风险正在推高油价</b></a><b></b></p><p>OPEC秘书长表示大规模投资水平不足和地缘政治风险是当前油价走高的幕后推手，对于近期不断升级的俄乌冲突，他表示对通过外交途径化解乌克兰危机的前景感到乐观。</p><p><a href=\"https://laohu8.com/NW/2211739502\" target=\"_blank\"><b>俄罗斯、乌克兰在全球原材料供应中举足轻重，爆发冲突将意味着什么</b></a><b></b></p><p>美国已经警告称，俄罗斯可能会最早在本周攻击其邻国，尽管莫斯科一再否认其计划入侵。市场几周来一直处于紧张状态，如果真的发生冲突--或是对俄罗斯制裁--可能会推动能源和食品价格进一步走高，并令欧洲陷入严重的供应危机。</p><p><b>公司新闻</b></p><p><a href=\"https://laohu8.com/NW/1186191515\" target=\"_blank\"><b>伯克希尔Q4建仓做多动视暴雪，苹果仍为头号重仓股</b></a><b></b></p><p>巴菲特旗下伯克希尔哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司去年四季度四季度建仓做多动视暴雪，持股1470万，持股市值9.752亿美元，在动视暴雪流通股中占比1.88%。</p><p><a href=\"https://laohu8.com/NW/1159400919\" target=\"_blank\"><b>高瓴四季度部分加码新能源，理想汽车首次跻身十大持仓</b></a><b></b></p><p>四季度，高瓴的理想和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>持仓分别增长四倍和三倍多，东南亚 &#34; 小<a href=\"https://laohu8.com/S/00700\">腾讯</a>&#34; Sea也进入高瓴的十大重仓股之列，<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>和<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>仍属前十重仓股。高瓴当季清仓阿里和B站，大幅减持拼多多逾90%。</p><p><a href=\"https://laohu8.com/NW/1171843573\" target=\"_blank\"><b>桥水Q4持仓：大幅增持中概电商三巨头，清仓亚马逊和奈飞</b></a><b></b></p><p>知名投资人瑞·达利欧旗下桥水基金向美国SEC提交了截至四季度末的美股持仓情况（13F表）。文件显示，桥水基金Q4整体持仓规模达到172.02亿美元，较上季度减少5.81%，十大重仓股集中度为35.59%。</p><p><a href=\"https://laohu8.com/NW/1128166718\" target=\"_blank\"><b>文艺复兴科技Q4持仓：大幅增持Roblox，清仓AMD</b></a><b></b></p><p>知名投资人詹姆斯·西蒙斯旗下文艺复兴科技基金近期向美国SEC提交了截至去年四季度末的美股持仓情况（13F表）。这家以科技成长作为主题的基金，去年四季度末持仓市值小幅走高至803.8亿美元，较前一季度的规模774亿美元小幅提升。</p><p><a href=\"https://laohu8.com/NW/2211501757\" target=\"_blank\"><b>“东南亚小腾讯”Sea盘中一度重挫近20%，创上市以来最大跌幅</b></a><b></b></p><p>这是Sea今年再度单日大跌，今年1月4日，腾讯宣布要将所持的Sea股权从21.3%减少至18.7%，投票权预计降至不足10%，当天Sea盘中跌超11%，创九个月新低。不过，本周一的Sea大跌应该和腾讯这个大股东无关，腾讯最近没有再减持Sea的动作。倒是Sea旗下高人气的手机游戏——大逃杀射击游戏Free Fire的App刚刚传出被印度政府封禁的消息。</p><p><a href=\"https://laohu8.com/NW/1126159791\" target=\"_blank\"><b>英特尔加快汽车领域布局，2024年在美推出自动驾驶电动班车</b></a><b></b></p><p>英特尔旗下自动驾驶部门<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>宣布，将与德国Benteler电动车系统公司、自动驾驶方案提供商Beep开展战略合作，计划2024年在美国推出自动驾驶电动班车。</p><p><a href=\"https://laohu8.com/NW/2211504402\" target=\"_blank\"><b>苹果遭荷兰反垄断机构罚款累计升至2000万欧元</b></a><b></b></p><p>苹果对荷兰反垄断案罚款目前已累计升至2000万欧元，因苹果应用商店依旧未按照要求对荷兰的约会软件放开第三方支付系统，荷兰消费者和市场管理局（ACM）周一对苹果公司第四次处以500万欧元（约570万美元）的罚款。</p><p><a href=\"https://laohu8.com/NW/2211506776\" target=\"_blank\"><b>AMD宣布完成对赛灵思的全股票交易收购</b></a><b></b></p><p>AMD官网2月14日发布声明称，AMD今天完成对赛灵思的全股票交易收购。赛灵思前首席执行官Victor Peng将加入AMD，担任新成立的自适应和嵌入式计算集团（AECG）总裁。AMD预计此次收购将在第一年对非GAAP利润率、非GAAP每股收益和自由现金流产生影响。</p><p><a href=\"https://laohu8.com/NW/2211250039\" target=\"_blank\"><b>消息称英特尔或以60亿美元收购以色列高塔半导体</b></a><b></b></p><p>据知情人士称，美国芯片巨头英特尔正接近达成交易，以大约60亿美元的价格收购以色列芯片厂商高塔半导体（<a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118966088","content_text":"摘要：美股主要指数连跌三日；疫苗股、中概教育股普跌；Sea盘中一度重挫近20%，创上市以来最大跌幅；美油与布伦特原油均创7年新高；伯克希尔、桥水、高瓴等多家全球顶级机构四季度持仓出炉>>>海外市场美股收盘：三大指数连跌三日，疫苗股普跌投资者密切关注俄乌紧张局势，并准备应对美联储为应对通胀飙升可能采取的行动。圣路易斯联储主席布拉德称央行需要更积极地对抗通胀。截至收盘，道琼斯指数跌0.49%，报34,566.17点；标普500指数跌0.38%，报4,401.67 点；纳斯达克指数几乎平收（跌0.24点），报13,790.92点。疫苗股普跌，数据显示Omicron疫情正在消退，且上周五美国卫生监管机构表示将推迟为5岁以下儿童批准新冠疫苗。截止收盘，Moderna股价下跌近12%，成为标普500指数中表现最差的股票，辉瑞下跌1.93%，BioNTech下跌9.61%，诺瓦瓦克斯下跌11.42%。热门中概股多数下跌，教育股跌幅居前滴滴涨7.27%，京东涨0.64%，百度涨0.09%，微博跌1.28%，拼多多跌1.40%，哔哩哔哩跌2.31%，高途跌7.66%，好未来跌3.72%，新东方跌3.29%，网易跌1.06%，阿里巴巴跌0.27%，腾讯音乐跌1.99%，爱奇艺跌3.03%。俄乌紧张局势推高油价，美油与布伦特原油均创7年新高原油期货周一走高，并创下7年多以来的最高收盘价。交易员密切关注俄乌局势的发展，担心它可能会扰乱已经紧张的全球原油市场。纽约商品交易所3月交割的西德州中质原油（WTI）期货价格上涨2.36美元，涨幅2.5%，收于每桶95.46美元，创2014年9月3日以来的最高收盘价。黄金期货收高1.5%，创3个月来最高收盘价黄金期货周一创近3个月来的最高收盘价。俄乌关系紧张化提振了对黄金的避险投资需求。纽约商品交易所4月交割的黄金期货价格上涨27.30美元，涨幅1.5%，收于每盎司1869.40美元，创11月17日以来的最高收盘价。欧股全线收跌，主要股指均跌逾2%乌克兰局势紧张，市场避险情绪升温，欧股全线收跌。德国DAX30指数跌2.03%，法国CAC40指数跌2.27%，英国富时100指数跌1.72%，西班牙IBEX35指数跌2.53%，意大利富时MIB指数跌2.07%，欧洲斯托克50指数跌2.14%。国际宏观如何保住美联储抗通胀公信力？鹰派决策者主张前置加息圣路易斯联邦储备银行行长詹姆斯·布拉德称，央行需要推进加息计划来凸显其对抗通胀的公信力。布拉德重申了他的观点，即为应对40年来最严重的通胀美联储应该在7月1日之前加息100个基点，并在第二季开始缩减资产负债表。美国消费者短期通胀预期意外下降，为逾一年来首次据纽约联储对消费者预期的月度调查，消费者一年期通胀预期自2020年10月以来首次下降，从12月的6.0%降至1月的5.8%。三年期通胀预期从12月的4.0%降至1月的3.5%，是自2013年开展调查以来的最大月度降幅。OPEC秘书长：投资水平偏低和地缘政治风险正在推高油价OPEC秘书长表示大规模投资水平不足和地缘政治风险是当前油价走高的幕后推手，对于近期不断升级的俄乌冲突，他表示对通过外交途径化解乌克兰危机的前景感到乐观。俄罗斯、乌克兰在全球原材料供应中举足轻重，爆发冲突将意味着什么美国已经警告称，俄罗斯可能会最早在本周攻击其邻国，尽管莫斯科一再否认其计划入侵。市场几周来一直处于紧张状态，如果真的发生冲突--或是对俄罗斯制裁--可能会推动能源和食品价格进一步走高，并令欧洲陷入严重的供应危机。公司新闻伯克希尔Q4建仓做多动视暴雪，苹果仍为头号重仓股巴菲特旗下伯克希尔哈撒韦公司周一向美国证监会（SEC）提交的13F持仓报告显示，该公司去年四季度四季度建仓做多动视暴雪，持股1470万，持股市值9.752亿美元，在动视暴雪流通股中占比1.88%。高瓴四季度部分加码新能源，理想汽车首次跻身十大持仓四季度，高瓴的理想和小鹏汽车持仓分别增长四倍和三倍多，东南亚 \" 小腾讯\" Sea也进入高瓴的十大重仓股之列，百济神州和天境生物仍属前十重仓股。高瓴当季清仓阿里和B站，大幅减持拼多多逾90%。桥水Q4持仓：大幅增持中概电商三巨头，清仓亚马逊和奈飞知名投资人瑞·达利欧旗下桥水基金向美国SEC提交了截至四季度末的美股持仓情况（13F表）。文件显示，桥水基金Q4整体持仓规模达到172.02亿美元，较上季度减少5.81%，十大重仓股集中度为35.59%。文艺复兴科技Q4持仓：大幅增持Roblox，清仓AMD知名投资人詹姆斯·西蒙斯旗下文艺复兴科技基金近期向美国SEC提交了截至去年四季度末的美股持仓情况（13F表）。这家以科技成长作为主题的基金，去年四季度末持仓市值小幅走高至803.8亿美元，较前一季度的规模774亿美元小幅提升。“东南亚小腾讯”Sea盘中一度重挫近20%，创上市以来最大跌幅这是Sea今年再度单日大跌，今年1月4日，腾讯宣布要将所持的Sea股权从21.3%减少至18.7%，投票权预计降至不足10%，当天Sea盘中跌超11%，创九个月新低。不过，本周一的Sea大跌应该和腾讯这个大股东无关，腾讯最近没有再减持Sea的动作。倒是Sea旗下高人气的手机游戏——大逃杀射击游戏Free Fire的App刚刚传出被印度政府封禁的消息。英特尔加快汽车领域布局，2024年在美推出自动驾驶电动班车英特尔旗下自动驾驶部门Mobileye宣布，将与德国Benteler电动车系统公司、自动驾驶方案提供商Beep开展战略合作，计划2024年在美国推出自动驾驶电动班车。苹果遭荷兰反垄断机构罚款累计升至2000万欧元苹果对荷兰反垄断案罚款目前已累计升至2000万欧元，因苹果应用商店依旧未按照要求对荷兰的约会软件放开第三方支付系统，荷兰消费者和市场管理局（ACM）周一对苹果公司第四次处以500万欧元（约570万美元）的罚款。AMD宣布完成对赛灵思的全股票交易收购AMD官网2月14日发布声明称，AMD今天完成对赛灵思的全股票交易收购。赛灵思前首席执行官Victor Peng将加入AMD，担任新成立的自适应和嵌入式计算集团（AECG）总裁。AMD预计此次收购将在第一年对非GAAP利润率、非GAAP每股收益和自由现金流产生影响。消息称英特尔或以60亿美元收购以色列高塔半导体据知情人士称，美国芯片巨头英特尔正接近达成交易，以大约60亿美元的价格收购以色列芯片厂商高塔半导体（Tower Semiconductor）。","news_type":1,"symbols_score_info":{"NVAX":0.9,".DJI":0.9,"BNTX":0.9,".IXIC":0.9,"MRNA":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099076384,"gmtCreate":1643285015670,"gmtModify":1676533796227,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099076384","repostId":"1109896255","repostType":4,"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004396414,"gmtCreate":1642499349247,"gmtModify":1676533715809,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004396414","repostId":"1145796847","repostType":4,"repost":{"id":"1145796847","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1642462760,"share":"https://ttm.financial/m/news/1145796847?lang=&edition=fundamental","pubTime":"2022-01-18 07:39","market":"us","language":"zh","title":"美联储以外的最大风险：美股财报季有点“难”","url":"https://stock-news.laohu8.com/highlight/detail?id=1145796847","media":"Wind万得","summary":"在2021年的后端，增长可能有点慢，所以收益可能会比原来增速放缓。","content":"<html><head></head><body><p>随着财报季的到来，投资者将把注意力从货币政策转移到寻找公司利润和其他企业指标的压力缓解迹象上，此前经济不确定性和围绕美联储加息步伐的担忧在新年伊始给市场带来了很大压力。</p><p>过去一周科技股遭受打击，从表面上看，市场情绪并不是那么糟糕。纳斯达克综合指数下跌0.3%，好于道琼斯工业指数0.9%的跌幅，与标准普尔500指数0.3%的跌幅相当。</p><p>然而，最昂贵的投机性股票的抛售仍在继续。<a href=\"https://laohu8.com/S/EEME\">iShares</a> Tech-Software ETF在过去一周下滑了1.6%，疫情前期大涨的互动健身平台Peloton Interactive下跌了12%，失去了在纳斯达克100指数中的位置。</p><p>现在，投资者都知道这些科技股的下滑该归咎于什么。随着通货膨胀的飙升，美联储已经为大规模的货币政策转变做准备。根据CME FedWatch工具，联邦基金期货市场预期3月会议上加息的概率为86%，在今年剩下的时间里至少会有两次，甚至三次加息。这对投机性成长股来说是个坏消息，这些股票受利率上升的冲击最大。</p><p>然而，如果利率预期目前已经达到顶峰，这可能意味着科技股将再次看起来很有吸引力，哪怕只是在投资者被迫重新适应更严格的货币政策之前。Nordea策略师Sebastien Galy写道：“我们可能看到的是未来几天科技股的抄底活动增加，因为未来几周利率的路径不太可能再增加。最近的大跌只是预示着一年后科技股会发生什么。”</p><p>这是一个漫长的过程，在美联储下一次利率决议之前，现在投资者有财报季来分散他们的注意力。不过，本轮财报季的开端并不理想：<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>上周五下挫逾6%，尽管该公司此前已表示费用上涨后盈利预测有所提升，这表明也许有太多的好消息已经被计入股价。</p><p>此外，上周五公布的数据显示，美国12月零售销售数据下降了1.9%，低于预测的下降0.1%。这可能没有超出投资者预料，由Omicron变异和早期假日购物造成了暂时性下降。但它也表明，第四季度的基本面有所疲软，这可能会对收益产生影响。</p><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>投资研究所全球资产配置主管Tracie McMillion说：“在2021年的后端，增长可能有点慢，所以收益可能会比原来增速放缓。”</p><p>投资者最好希望企业盈利能够维持下去。Ned Davis Research的首席全球投资策略师Tim Hayes写道：<b>虽然美联储加息的威胁以及随之而来的债券收益率上升可能令人担忧，但令人失望的财报季可能是全球股市的一个更大的问题</b>。他解释说：“广泛令人失望的盈利可能会导致一定程度的下跌广度扩大和卖盘持续，而这并不是由债券收益率上升引发的。”</p><p>PNC首席投资官阿曼达阿加提(Amanda Agati)表示，在通常作为第四季度业绩关键<a href=\"https://laohu8.com/S/838275\">驱动力</a>的能源和工业板块，潜在的基本面可能缺乏力量来推动这个盈利季的市场。</p><p>她说：“投资者需要开始把他们的期望值定得低一点。不一定是看跌，但我们确实认为，不仅是未来的财报季，经济方面的适度增长将成为一个主导主题。”</p><p>施瓦布资产管理公司首席执行官兼首席信息官奥马尔阿吉拉尔(Omar Aguilar)表示，未来几个季度可能比第四季度的数字更能反映Omicron给企业盈利带来的损失。不过他同时指出：“我们将有一个非常稳健的盈利季节，预计收益仍非常强劲，但增长将继续减速。公司继续产生自由现金流和产生业务，但我们将听到很多关于供应链中断，以及成本提高的叙事。”</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>美联储以外的最大风险：美股财报季有点“难”</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美联储以外的最大风险：美股财报季有点“难”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2022-01-18 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>随着财报季的到来，投资者将把注意力从货币政策转移到寻找公司利润和其他企业指标的压力缓解迹象上，此前经济不确定性和围绕美联储加息步伐的担忧在新年伊始给市场带来了很大压力。</p><p>过去一周科技股遭受打击，从表面上看，市场情绪并不是那么糟糕。纳斯达克综合指数下跌0.3%，好于道琼斯工业指数0.9%的跌幅，与标准普尔500指数0.3%的跌幅相当。</p><p>然而，最昂贵的投机性股票的抛售仍在继续。<a href=\"https://laohu8.com/S/EEME\">iShares</a> Tech-Software ETF在过去一周下滑了1.6%，疫情前期大涨的互动健身平台Peloton Interactive下跌了12%，失去了在纳斯达克100指数中的位置。</p><p>现在，投资者都知道这些科技股的下滑该归咎于什么。随着通货膨胀的飙升，美联储已经为大规模的货币政策转变做准备。根据CME FedWatch工具，联邦基金期货市场预期3月会议上加息的概率为86%，在今年剩下的时间里至少会有两次，甚至三次加息。这对投机性成长股来说是个坏消息，这些股票受利率上升的冲击最大。</p><p>然而，如果利率预期目前已经达到顶峰，这可能意味着科技股将再次看起来很有吸引力，哪怕只是在投资者被迫重新适应更严格的货币政策之前。Nordea策略师Sebastien Galy写道：“我们可能看到的是未来几天科技股的抄底活动增加，因为未来几周利率的路径不太可能再增加。最近的大跌只是预示着一年后科技股会发生什么。”</p><p>这是一个漫长的过程，在美联储下一次利率决议之前，现在投资者有财报季来分散他们的注意力。不过，本轮财报季的开端并不理想：<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>上周五下挫逾6%，尽管该公司此前已表示费用上涨后盈利预测有所提升，这表明也许有太多的好消息已经被计入股价。</p><p>此外，上周五公布的数据显示，美国12月零售销售数据下降了1.9%，低于预测的下降0.1%。这可能没有超出投资者预料，由Omicron变异和早期假日购物造成了暂时性下降。但它也表明，第四季度的基本面有所疲软，这可能会对收益产生影响。</p><p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>投资研究所全球资产配置主管Tracie McMillion说：“在2021年的后端，增长可能有点慢，所以收益可能会比原来增速放缓。”</p><p>投资者最好希望企业盈利能够维持下去。Ned Davis Research的首席全球投资策略师Tim Hayes写道：<b>虽然美联储加息的威胁以及随之而来的债券收益率上升可能令人担忧，但令人失望的财报季可能是全球股市的一个更大的问题</b>。他解释说：“广泛令人失望的盈利可能会导致一定程度的下跌广度扩大和卖盘持续，而这并不是由债券收益率上升引发的。”</p><p>PNC首席投资官阿曼达阿加提(Amanda Agati)表示，在通常作为第四季度业绩关键<a href=\"https://laohu8.com/S/838275\">驱动力</a>的能源和工业板块，潜在的基本面可能缺乏力量来推动这个盈利季的市场。</p><p>她说：“投资者需要开始把他们的期望值定得低一点。不一定是看跌，但我们确实认为，不仅是未来的财报季，经济方面的适度增长将成为一个主导主题。”</p><p>施瓦布资产管理公司首席执行官兼首席信息官奥马尔阿吉拉尔(Omar Aguilar)表示，未来几个季度可能比第四季度的数字更能反映Omicron给企业盈利带来的损失。不过他同时指出：“我们将有一个非常稳健的盈利季节，预计收益仍非常强劲，但增长将继续减速。公司继续产生自由现金流和产生业务，但我们将听到很多关于供应链中断，以及成本提高的叙事。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145796847","content_text":"随着财报季的到来，投资者将把注意力从货币政策转移到寻找公司利润和其他企业指标的压力缓解迹象上，此前经济不确定性和围绕美联储加息步伐的担忧在新年伊始给市场带来了很大压力。过去一周科技股遭受打击，从表面上看，市场情绪并不是那么糟糕。纳斯达克综合指数下跌0.3%，好于道琼斯工业指数0.9%的跌幅，与标准普尔500指数0.3%的跌幅相当。然而，最昂贵的投机性股票的抛售仍在继续。iShares Tech-Software ETF在过去一周下滑了1.6%，疫情前期大涨的互动健身平台Peloton Interactive下跌了12%，失去了在纳斯达克100指数中的位置。现在，投资者都知道这些科技股的下滑该归咎于什么。随着通货膨胀的飙升，美联储已经为大规模的货币政策转变做准备。根据CME FedWatch工具，联邦基金期货市场预期3月会议上加息的概率为86%，在今年剩下的时间里至少会有两次，甚至三次加息。这对投机性成长股来说是个坏消息，这些股票受利率上升的冲击最大。然而，如果利率预期目前已经达到顶峰，这可能意味着科技股将再次看起来很有吸引力，哪怕只是在投资者被迫重新适应更严格的货币政策之前。Nordea策略师Sebastien Galy写道：“我们可能看到的是未来几天科技股的抄底活动增加，因为未来几周利率的路径不太可能再增加。最近的大跌只是预示着一年后科技股会发生什么。”这是一个漫长的过程，在美联储下一次利率决议之前，现在投资者有财报季来分散他们的注意力。不过，本轮财报季的开端并不理想：摩根大通上周五下挫逾6%，尽管该公司此前已表示费用上涨后盈利预测有所提升，这表明也许有太多的好消息已经被计入股价。此外，上周五公布的数据显示，美国12月零售销售数据下降了1.9%，低于预测的下降0.1%。这可能没有超出投资者预料，由Omicron变异和早期假日购物造成了暂时性下降。但它也表明，第四季度的基本面有所疲软，这可能会对收益产生影响。富国银行投资研究所全球资产配置主管Tracie McMillion说：“在2021年的后端，增长可能有点慢，所以收益可能会比原来增速放缓。”投资者最好希望企业盈利能够维持下去。Ned Davis Research的首席全球投资策略师Tim Hayes写道：虽然美联储加息的威胁以及随之而来的债券收益率上升可能令人担忧，但令人失望的财报季可能是全球股市的一个更大的问题。他解释说：“广泛令人失望的盈利可能会导致一定程度的下跌广度扩大和卖盘持续，而这并不是由债券收益率上升引发的。”PNC首席投资官阿曼达阿加提(Amanda Agati)表示，在通常作为第四季度业绩关键驱动力的能源和工业板块，潜在的基本面可能缺乏力量来推动这个盈利季的市场。她说：“投资者需要开始把他们的期望值定得低一点。不一定是看跌，但我们确实认为，不仅是未来的财报季，经济方面的适度增长将成为一个主导主题。”施瓦布资产管理公司首席执行官兼首席信息官奥马尔阿吉拉尔(Omar Aguilar)表示，未来几个季度可能比第四季度的数字更能反映Omicron给企业盈利带来的损失。不过他同时指出：“我们将有一个非常稳健的盈利季节，预计收益仍非常强劲，但增长将继续减速。公司继续产生自由现金流和产生业务，但我们将听到很多关于供应链中断，以及成本提高的叙事。”","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869389143,"gmtCreate":1632245650782,"gmtModify":1676530734220,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/869389143","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=&edition=fundamental","pubTime":"2021-09-14 10:40","market":"sh","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒：中秋节休市安排来了！港股22日休市</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提醒：中秋节休市安排来了！港股22日休市\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\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881946987,"gmtCreate":1631287453349,"gmtModify":1676530521652,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881946987","repostId":"1144889232","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814603433,"gmtCreate":1630809492322,"gmtModify":1676530398433,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814603433","repostId":"2164860824","repostType":4,"repost":{"id":"2164860824","kind":"highlight","pubTimestamp":1630721847,"share":"https://ttm.financial/m/news/2164860824?lang=&edition=fundamental","pubTime":"2021-09-04 10:17","market":"us","language":"zh","title":"史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款","url":"https://stock-news.laohu8.com/highlight/detail?id=2164860824","media":"新浪美股","summary":"全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将","content":"<p>全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。</p>\n<p>根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。</p>\n<p>文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解金额，但美国参议院调查人员在2014年认定，该案件未计入利息和罚款前的未缴税款高达68亿美元。</p>\n<p>美国国税局长期以来一直认为，文艺复兴对其旗舰基金Medallion的利润进行了错误描述，使用了一种复杂的期权安排，将短期资本利得转化为长期利得，后者的税率较低。</p>\n<p>Medallion是历史上表现最好的基金之一，自1988年成立以来，年化回报率约为40%。该基金几乎完全由文艺复兴的现任和前任员工所有。文艺复兴的机构股票基金等向外界开放的基金不在此项税收纠纷的范围之内。</p>\n<p>根据协议条款，西蒙斯和其他六名文艺复兴董事会现任和前任成员将支付100%的附加税，如果他们按照美国国税局的要求，将收益描述为短期资本利得的话。</p>\n<p>这些人包括文艺复兴现任CEO布朗，以及前任CEO罗伯特-默瑟（Robert Mercer），他是著名的保守派政治捐赠者，也是美国前总统特朗普的重要支持者。文艺复兴董事会成员还将支付利息和罚金，具体金额不详。</p>\n<p>其他Medallion投资者将为短期资本利得支付80%的附加税以及利息。</p>\n<p>此外，西蒙斯还向美国国税局另外支付了6.7亿美元，以了结美国国税局在文艺复兴的期权安排中发现的另一个问题，涉及股息预扣税。</p>\n<p>布朗在信中写道，文艺复兴董事会选择了和解，“而不是冒着诉讼可能导致更糟糕的结果，包括更严厉的条款和处罚的风险”。他说，该公司花了数年时间与美国国税局上诉办公室打交道。如果纳税人无法在那里达成解决方案，争议通常会转移到美国税务法院或其他联邦法院。</p>","source":"sina_us","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>史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款</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史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-04 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。\n文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.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/c62fac21f207b091fa51358b3caf49dc","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164860824","content_text":"全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。\n文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解金额，但美国参议院调查人员在2014年认定，该案件未计入利息和罚款前的未缴税款高达68亿美元。\n美国国税局长期以来一直认为，文艺复兴对其旗舰基金Medallion的利润进行了错误描述，使用了一种复杂的期权安排，将短期资本利得转化为长期利得，后者的税率较低。\nMedallion是历史上表现最好的基金之一，自1988年成立以来，年化回报率约为40%。该基金几乎完全由文艺复兴的现任和前任员工所有。文艺复兴的机构股票基金等向外界开放的基金不在此项税收纠纷的范围之内。\n根据协议条款，西蒙斯和其他六名文艺复兴董事会现任和前任成员将支付100%的附加税，如果他们按照美国国税局的要求，将收益描述为短期资本利得的话。\n这些人包括文艺复兴现任CEO布朗，以及前任CEO罗伯特-默瑟（Robert Mercer），他是著名的保守派政治捐赠者，也是美国前总统特朗普的重要支持者。文艺复兴董事会成员还将支付利息和罚金，具体金额不详。\n其他Medallion投资者将为短期资本利得支付80%的附加税以及利息。\n此外，西蒙斯还向美国国税局另外支付了6.7亿美元，以了结美国国税局在文艺复兴的期权安排中发现的另一个问题，涉及股息预扣税。\n布朗在信中写道，文艺复兴董事会选择了和解，“而不是冒着诉讼可能导致更糟糕的结果，包括更严厉的条款和处罚的风险”。他说，该公司花了数年时间与美国国税局上诉办公室打交道。如果纳税人无法在那里达成解决方案，争议通常会转移到美国税务法院或其他联邦法院。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926078718,"gmtCreate":1671432983235,"gmtModify":1676538535547,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":"Rnrnrntnt","listText":"Rnrnrntnt","text":"Rnrnrntnt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926078718","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038689451,"gmtCreate":1646814883649,"gmtModify":1676534165494,"author":{"id":"3575846264530485","authorId":"3575846264530485","name":"迷恋者","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575846264530485","idStr":"3575846264530485"},"themes":[],"htmlText":".&nbsp;","listText":".&nbsp;","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038689451","repostId":"1135205184","repostType":4,"isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}