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2021-06-16

BTC

对冲基金投资路线图：5年内加密货币将占总资产的7%

2021-06-11

Tiger is here！

以史为鉴，美国通胀飙升后的演绎与影响

2021-06-11

Tiger is here！

一张图读懂滴滴招股书：遍布15国，日均单量4100万

2021-04-18

Will $AAPL move ahead Apple event？new iMac with Apple Silicon?

Apple's event on April 20: What to expect

2021-04-17

thanks Tiger for this $Walt Disney(DIS)$+1872500% ?

2021-04-16

tesla to the moon

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23:00","market":"us","language":"zh","title":"对冲基金投资路线图：5年内加密货币将占总资产的7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149738275","media":"金十数据","summary":"调查预计，加密货币行业的数字货币投资规模可能达到3120亿美元。\n\n在数字资产价格大幅下跌以及惩罚性新规计划出台后，一项对数字资产的新调查显示，对冲基金计划到2026年将大幅增加其对加密货币的敞口。\n","content":"<blockquote>\n 调查预计，加密货币行业的数字货币投资规模可能达到3120亿美元。\n</blockquote>\n<p>在数字资产价格大幅下跌以及惩罚性新规计划出台后，一项对数字资产的新调查显示，对冲基金计划到2026年将大幅增加其对加密货币的敞口。</p>\n<p>全球100家对冲基金的CFO在基金管理公司Intertrust一项调查中表示，<b>5年后加密货币在其资产中所占比例平均可能将达到7.2%。</b></p>\n<p>根据数据集团Preqin对对冲基金行业总规模的预测，Intertrust估计，如果这个比例适用于整个加密行业，<b>那相当于总计约3120亿美元的加密货币资产</b>。<b>17%的受访者预计其持有的加密货币将超过10%。</b></p>\n<p>对冲基金对加密货币的兴趣大幅上升。虽然目前尚不清楚该行业的持仓情况，但一些知名基金经理已将少量资金投入加密货币，他们被飙升的价格和该市场的低效，希望可以进行套利：</p>\n<blockquote>\n 曼恩集团(Man Group)旗下的堪称全球量化CTA策略鼻祖的子公司AHL在交易比特币期货文艺复兴科技(Renaissance Technologies)去年表示，其旗舰基金Medallion可能投资比特币期货对冲基金经理保罗·都铎·琼斯(Paul Tudor Jones)买入了比特币布勒旺霍华德(Brevan Howard)则将一小部分资金转移到了加密货币领域其联合创始人、亿万富翁艾伦·霍华德(Alan Howard)是该行业的主要支持者\n</blockquote>\n<p>比特币为美国基金公司SkyBridge Capital今年的收益贡献最大。该公司由前白宫通讯主管安东尼•斯卡拉穆奇(Anthony Scaramucci)创立，从去年年底开始买入比特币，而在今年4月，就在比特币价格下跌之前，公司减持了比特币。</p>\n<p>Quilter Cheviot投资管理公司的执行董事David Miller表示，对冲基金“不仅充分意识到了加密货币的风险，而且看到了其长期潜力”。</p>\n<p><b>对冲基金表现出的日益高涨的热情，与更为传统的资产管理公司对加密货币普遍存在的怀疑形成了鲜明对比。</b>许多资产管理公司仍对加密货币的巨大波动性和它们将受监管的不确定性感到担忧。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>(<a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>)和咨询公司奥纬咨询(Oliver Wyman)在最近一份有关资产管理的报告中表示：</p>\n<blockquote>\n “目前，加密货币投资仍仅限于风险承受能力较高的客户，即便如此，投资在可投资资产中所占比例通常也很低。”\n</blockquote>\n<p>但是，一些对冲基金也仍保持警惕。今年早些时候，保罗•辛格(Paul Singer)的埃利奥特管理公司(Elliott Management)致信投资者，称加密货币可能成为“史上最大的金融骗局”。</p>\n<p>今年，加密货币又经历了一次疯狂的发展。比特币从去年年底的不到2.9万美元飙升至今年4月的6.3万美元以上，但此后回落至4万多美元。</p>\n<p>尽管加密货币的未来监管仍不明朗，但巴塞尔银行监管委员会(Basel Committee on Banking Supervision)上周表示，加密货币应遵守所有资产中最严格的银行资本规定。</p>\n<p>Intertrust的调查还显示，<b>所有在北美、欧洲和英国接受调查的高管预计，他们的投资组合中至少有1%是加密货币。受访者中包括全球平均管理72亿美元资产的基金的首席财务官。</b></p>\n<p>北美基金的平均投资预期为10.6%，而英国和欧洲基金的平均投资预期为6.8%。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>对冲基金投资路线图：5年内加密货币将占总资产的7%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n对冲基金投资路线图：5年内加密货币将占总资产的7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/76074><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>调查预计，加密货币行业的数字货币投资规模可能达到3120亿美元。\n\n在数字资产价格大幅下跌以及惩罚性新规计划出台后，一项对数字资产的新调查显示，对冲基金计划到2026年将大幅增加其对加密货币的敞口。\n全球100家对冲基金的CFO在基金管理公司Intertrust一项调查中表示，5年后加密货币在其资产中所占比例平均可能将达到7.2%。\n根据数据集团Preqin对对冲基金行业总规模的预测，...</p>\n\n<a href=\"https://xnews.jin10.com/details/76074\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90066fb83182dc8266f1ac61958a4640","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/76074","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149738275","content_text":"调查预计，加密货币行业的数字货币投资规模可能达到3120亿美元。\n\n在数字资产价格大幅下跌以及惩罚性新规计划出台后，一项对数字资产的新调查显示，对冲基金计划到2026年将大幅增加其对加密货币的敞口。\n全球100家对冲基金的CFO在基金管理公司Intertrust一项调查中表示，5年后加密货币在其资产中所占比例平均可能将达到7.2%。\n根据数据集团Preqin对对冲基金行业总规模的预测，Intertrust估计，如果这个比例适用于整个加密行业，那相当于总计约3120亿美元的加密货币资产。17%的受访者预计其持有的加密货币将超过10%。\n对冲基金对加密货币的兴趣大幅上升。虽然目前尚不清楚该行业的持仓情况，但一些知名基金经理已将少量资金投入加密货币，他们被飙升的价格和该市场的低效，希望可以进行套利：\n\n 曼恩集团(Man Group)旗下的堪称全球量化CTA策略鼻祖的子公司AHL在交易比特币期货文艺复兴科技(Renaissance Technologies)去年表示，其旗舰基金Medallion可能投资比特币期货对冲基金经理保罗·都铎·琼斯(Paul Tudor Jones)买入了比特币布勒旺霍华德(Brevan Howard)则将一小部分资金转移到了加密货币领域其联合创始人、亿万富翁艾伦·霍华德(Alan Howard)是该行业的主要支持者\n\n比特币为美国基金公司SkyBridge Capital今年的收益贡献最大。该公司由前白宫通讯主管安东尼•斯卡拉穆奇(Anthony Scaramucci)创立，从去年年底开始买入比特币，而在今年4月，就在比特币价格下跌之前，公司减持了比特币。\nQuilter Cheviot投资管理公司的执行董事David Miller表示，对冲基金“不仅充分意识到了加密货币的风险，而且看到了其长期潜力”。\n对冲基金表现出的日益高涨的热情，与更为传统的资产管理公司对加密货币普遍存在的怀疑形成了鲜明对比。许多资产管理公司仍对加密货币的巨大波动性和它们将受监管的不确定性感到担忧。\n摩根士丹利(Morgan Stanley)和咨询公司奥纬咨询(Oliver Wyman)在最近一份有关资产管理的报告中表示：\n\n “目前，加密货币投资仍仅限于风险承受能力较高的客户，即便如此，投资在可投资资产中所占比例通常也很低。”\n\n但是，一些对冲基金也仍保持警惕。今年早些时候，保罗•辛格(Paul Singer)的埃利奥特管理公司(Elliott Management)致信投资者，称加密货币可能成为“史上最大的金融骗局”。\n今年，加密货币又经历了一次疯狂的发展。比特币从去年年底的不到2.9万美元飙升至今年4月的6.3万美元以上，但此后回落至4万多美元。\n尽管加密货币的未来监管仍不明朗，但巴塞尔银行监管委员会(Basel Committee on Banking Supervision)上周表示，加密货币应遵守所有资产中最严格的银行资本规定。\nIntertrust的调查还显示，所有在北美、欧洲和英国接受调查的高管预计，他们的投资组合中至少有1%是加密货币。受访者中包括全球平均管理72亿美元资产的基金的首席财务官。\n北美基金的平均投资预期为10.6%，而英国和欧洲基金的平均投资预期为6.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188099612,"gmtCreate":1623415018836,"gmtModify":1704202972236,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580787393865378","idStr":"3580787393865378"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188099612","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188090817,"gmtCreate":1623414985339,"gmtModify":1704202970602,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580787393865378","idStr":"3580787393865378"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188090817","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</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一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379593561,"gmtCreate":1618757158453,"gmtModify":1704714628512,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580787393865378","idStr":"3580787393865378"},"themes":[],"htmlText":"Will $AAPL move ahead&nbsp;Apple event？new iMac with Apple Silicon?","listText":"Will $AAPL move ahead&nbsp;Apple event？new iMac with Apple Silicon?","text":"Will $AAPL move ahead Apple event？new iMac with Apple Silicon?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379593561","repostId":"2128856236","repostType":2,"repost":{"id":"2128856236","kind":"news","pubTimestamp":1618601245,"share":"https://ttm.financial/m/news/2128856236?lang=&edition=fundamental","pubTime":"2021-04-17 03:27","market":"us","language":"en","title":"Apple's event on April 20: What to expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2128856236","media":"Yahoo Finance","summary":"Apple is expected to unveil new iPads at its April 20 event. But there could also be some big surpri","content":"<p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-04/754e9f60-9edd-11eb-be7f-50d5b75dafa2\" tg-width=\"1816\" tg-height=\"1318\" referrerpolicy=\"no-referrer\">Apple is expected to unveil new iPads at its April 20 event. But there could also be some big surprises. (Image: Apple)Apple</p>\n<p>Apple (AAPL) is set to host its annual spring event to unveil new products on, of all days, Tuesday, April 20, and somewhere Tesla CEO Elon Musk is hyperventilating with glee.</p>\n<p>The big show, which Apple’s own Siri leaked ahead of the official announcement, kicks off at 10 a.m. PT, can be streamed via the company’s website, and is expected to include new iPads with improved screens and more horsepower.</p>\n<p>But that’s not all. The event is also rumored to include a look at new AirPods, a new Apple TV streaming box, and perhaps some new Macs running on Apple’s formidable M1 processor. Here’s what we know so far about what to expect.</p>\n<p><b>New, more powerful iPads</b></p>\n<p>Let’s start with iPads, since those will likely be the guests of honor for this shindig. Bloomberg’s Mark Gurman reports that Apple will give us a look at its newest iPad Pros complete with upgraded processors that are on par with the ARM-based M1 processor found in the MacBook Pro and MacBook Air.</p>\n<p>The Pros are also said to include USB C Thunderbolt ports. But before you lose your mind at the prospect of having to buy a new cable or charger, it’s worth noting that your old charger and cable should work just fine with the new Pros.</p>\n<p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-04/527435f0-9ee1-11eb-94bd-b6a0ddb1f95b\" tg-width=\"1200\" tg-height=\"1100\" referrerpolicy=\"no-referrer\">Apple's iPad Pros are expected to get some big upgrades during Apple's April 20 event. (Image: Apple)Apple</p>\n<p>Thunderbolt is a type of USB C charger capable of letting you connect a separate monitor to your devices and transfer data at faster rates. You’ll need a Thunderbolt cable to get those benefits, but your older USB C cable will still let you transfer data at slower rates and charge your tablet.</p>\n<p>The new iPad Pros are expected to come in the same 11-inch and 12.9-inch sizes as the current generation of Pros, but at least <a href=\"https://laohu8.com/S/AONE\">one</a> version is said to get a new type of display that uses mini LEDs. That should improve the contrast and brightness of the iPad’s screen.</p>\n<p>My personal favorite, the iPad mini, is also expected to get an upgrade, but there are questions as to whether it will show up at the April 20 event or later this year. Regardless, those improvements are expected to include a much-needed panel update that stretches the screen across the tablet’s entire front panel by eliminating the existing oversized bezels.</p>\n<p><b>New AirPods</b></p>\n<p>Apple’s iconic AirPods are <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its most successful products and made Apple the world leader in wearable technology. The new AirPods, which are so far being called the AirPods 3, are said to feature a new design with shorter posts for their microphones, and silicon tips.</p>\n<p>Don’t expect the headphones to offer all of the high-end features found on the $249 AirPods Pro like active-noise cancellation — that would likely push the cost of these buds far higher than the $159 mid-range price the AirPods go for.</p>\n<p>There’s no guarantee that the new AirPods will debut at the April 20 event, though. According to MacRumors, Apple may have delayed the earbuds until sometime this fall.</p>\n<p><b>More M1-powered Macs</b></p>\n<p>Apple’s M1 processors are fantastic, especially in the MacBook Air and MacBook Pro, and we’re hoping to hear more from Apple about where the chip will appear next. The best bet is on the company dropping the M1 into its iMac line of all-in-one desktops.</p>\n<p><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-04/78b17ca0-9ee1-11eb-bfbd-9b292ec79808\" tg-width=\"4000\" tg-height=\"3072\" referrerpolicy=\"no-referrer\">Apple's MacBook Pro could get some upgrades including a new design during Apple's event. (Image: Apple)Apple</p>\n<p>It’s not just the iMac, though. Apple could debut new MacBook Pros rocking the M1 complete with updated designs. According to MacRumors, the tech giant could replace its 13-inch MacBook Pro with a 14-inch model. The 16-inch version would stay the same.</p>\n<p>That would better help Apple differentiate the MacBook Air and MacBook Pro lines in terms of look and feel. The systems also have different performance specs, but if you’re shopping based on size, the fact that the Air and Pro are so close in size and design makes choosing one over the other a bit confusing.</p>\n<p><b>iOS 14.5 is coming</b></p>\n<p>Apple’s iOS 14.5 is coming to an iPhone near you. And what better time for the company to announce the update’s availability than during its April 20 event? IOS 14.5 features a host of improvements to the iPhone’s operating system including new emojis, new voices for Siri; including the first Black American voices, and Apple’s controversial App Tracking Transparency feature.</p>\n<p>App Tracking Transparency forces app developers to provide users with a pop-up asking if they would like to have their activity tracked across apps and websites for use by advertisers. Apple says the move is about protecting users’ privacy. <a href=\"https://laohu8.com/S/FB\">Facebook</a> and other companies that rely on advertising for generating revenue have said that the move could hurt small businesses that rely on advertising on social platforms. Of course, it could also hurt Facebook, which sells ads for those businesses and makes the vast majority of its revenue from ad sales.</p>\n<p>The April 20 event is sure to feature plenty of exciting announcements, and perhaps a few surprises or two.</p>","source":"yahoofinance","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>Apple's event on April 20: What to expect</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\">\nApple's event on April 20: What to expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-17 03:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-april-20-event-192725133.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is expected to unveil new iPads at its April 20 event. But there could also be some big surprises. (Image: Apple)Apple\nApple (AAPL) is set to host its annual spring event to unveil new products ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-april-20-event-192725133.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/lTf.k3mHvD3dhvkOSab98Q--~B/aD0zMzQ0O3c9NTAwNjthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-images/2019-06/0ff268c0-97cf-11e9-bcdc-57a0abe7af5a","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/apple-april-20-event-192725133.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2128856236","content_text":"Apple is expected to unveil new iPads at its April 20 event. But there could also be some big surprises. (Image: Apple)Apple\nApple (AAPL) is set to host its annual spring event to unveil new products on, of all days, Tuesday, April 20, and somewhere Tesla CEO Elon Musk is hyperventilating with glee.\nThe big show, which Apple’s own Siri leaked ahead of the official announcement, kicks off at 10 a.m. PT, can be streamed via the company’s website, and is expected to include new iPads with improved screens and more horsepower.\nBut that’s not all. The event is also rumored to include a look at new AirPods, a new Apple TV streaming box, and perhaps some new Macs running on Apple’s formidable M1 processor. Here’s what we know so far about what to expect.\nNew, more powerful iPads\nLet’s start with iPads, since those will likely be the guests of honor for this shindig. Bloomberg’s Mark Gurman reports that Apple will give us a look at its newest iPad Pros complete with upgraded processors that are on par with the ARM-based M1 processor found in the MacBook Pro and MacBook Air.\nThe Pros are also said to include USB C Thunderbolt ports. But before you lose your mind at the prospect of having to buy a new cable or charger, it’s worth noting that your old charger and cable should work just fine with the new Pros.\nApple's iPad Pros are expected to get some big upgrades during Apple's April 20 event. (Image: Apple)Apple\nThunderbolt is a type of USB C charger capable of letting you connect a separate monitor to your devices and transfer data at faster rates. You’ll need a Thunderbolt cable to get those benefits, but your older USB C cable will still let you transfer data at slower rates and charge your tablet.\nThe new iPad Pros are expected to come in the same 11-inch and 12.9-inch sizes as the current generation of Pros, but at least one version is said to get a new type of display that uses mini LEDs. That should improve the contrast and brightness of the iPad’s screen.\nMy personal favorite, the iPad mini, is also expected to get an upgrade, but there are questions as to whether it will show up at the April 20 event or later this year. Regardless, those improvements are expected to include a much-needed panel update that stretches the screen across the tablet’s entire front panel by eliminating the existing oversized bezels.\nNew AirPods\nApple’s iconic AirPods are one of its most successful products and made Apple the world leader in wearable technology. The new AirPods, which are so far being called the AirPods 3, are said to feature a new design with shorter posts for their microphones, and silicon tips.\nDon’t expect the headphones to offer all of the high-end features found on the $249 AirPods Pro like active-noise cancellation — that would likely push the cost of these buds far higher than the $159 mid-range price the AirPods go for.\nThere’s no guarantee that the new AirPods will debut at the April 20 event, though. According to MacRumors, Apple may have delayed the earbuds until sometime this fall.\nMore M1-powered Macs\nApple’s M1 processors are fantastic, especially in the MacBook Air and MacBook Pro, and we’re hoping to hear more from Apple about where the chip will appear next. The best bet is on the company dropping the M1 into its iMac line of all-in-one desktops.\nApple's MacBook Pro could get some upgrades including a new design during Apple's event. (Image: Apple)Apple\nIt’s not just the iMac, though. Apple could debut new MacBook Pros rocking the M1 complete with updated designs. According to MacRumors, the tech giant could replace its 13-inch MacBook Pro with a 14-inch model. The 16-inch version would stay the same.\nThat would better help Apple differentiate the MacBook Air and MacBook Pro lines in terms of look and feel. The systems also have different performance specs, but if you’re shopping based on size, the fact that the Air and Pro are so close in size and design makes choosing one over the other a bit confusing.\niOS 14.5 is coming\nApple’s iOS 14.5 is coming to an iPhone near you. And what better time for the company to announce the update’s availability than during its April 20 event? IOS 14.5 features a host of improvements to the iPhone’s operating system including new emojis, new voices for Siri; including the first Black American voices, and Apple’s controversial App Tracking Transparency feature.\nApp Tracking Transparency forces app developers to provide users with a pop-up asking if they would like to have their activity tracked across apps and websites for use by advertisers. Apple says the move is about protecting users’ privacy. Facebook and other companies that rely on advertising for generating revenue have said that the move could hurt small businesses that rely on advertising on social platforms. Of course, it could also hurt Facebook, which sells ads for those businesses and makes the vast majority of its revenue from ad sales.\nThe April 20 event is sure to feature plenty of exciting announcements, and perhaps a few surprises or two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379024404,"gmtCreate":1618641476508,"gmtModify":1704713755123,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580787393865378","idStr":"3580787393865378"},"themes":[],"htmlText":"thanks Tiger for this&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>+1872500% ?","listText":"thanks Tiger for this&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>+1872500% ?","text":"thanks Tiger for this $Walt Disney(DIS)$+1872500% ?","images":[{"img":"https://static.tigerbbs.com/6b02dd075a8fdc151273985df76b92f8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379024404","isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370938128,"gmtCreate":1618541723264,"gmtModify":1704712466725,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580787393865378","idStr":"3580787393865378"},"themes":[],"htmlText":"tesla to the moon","listText":"tesla to the moon","text":"tesla to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370938128","repostId":"2127880543","repostType":2,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":379024404,"gmtCreate":1618641476508,"gmtModify":1704713755123,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580787393865378","authorIdStr":"3580787393865378"},"themes":[],"htmlText":"thanks Tiger for this&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>+1872500% ?","listText":"thanks Tiger for this&nbsp;<a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>+1872500% ?","text":"thanks Tiger for this $Walt Disney(DIS)$+1872500% ?","images":[{"img":"https://static.tigerbbs.com/6b02dd075a8fdc151273985df76b92f8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379024404","isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370938128,"gmtCreate":1618541723264,"gmtModify":1704712466725,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580787393865378","authorIdStr":"3580787393865378"},"themes":[],"htmlText":"tesla to the moon","listText":"tesla to the moon","text":"tesla to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370938128","repostId":"2127880543","repostType":2,"repost":{"id":"2127880543","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618539023,"share":"https://ttm.financial/m/news/2127880543?lang=&edition=fundamental","pubTime":"2021-04-16 10:10","market":"us","language":"en","title":"BRIEF-Tesla CEO Musk Says He Sees Limited Production Of Model Y This Year In Giga Texas, High Volume Next Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2127880543","media":"Reuters","summary":"April 15 (Reuters) -    * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIG","content":"<html><body><p>April 15 (Reuters) - </p><p>   * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIGA TEXAS, HIGH VOLUME NEXT YEAR</p><p>   * TESLA CEO MUSK SAYS HE ALSO SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN BERLIN FACTORY WITH HIGH VOLUME NEXT YEAR</p><p>Source text : </p><p> ((reuters.briefs@thomsonreuters.com;))</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>BRIEF-Tesla CEO Musk Says He Sees Limited Production Of Model Y This Year In Giga Texas, High Volume Next Year</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\">\nBRIEF-Tesla CEO Musk Says He Sees Limited Production Of Model Y This Year In Giga Texas, High Volume Next Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-16 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 15 (Reuters) - </p><p>   * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIGA TEXAS, HIGH VOLUME NEXT YEAR</p><p>   * TESLA CEO MUSK SAYS HE ALSO SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN BERLIN FACTORY WITH HIGH VOLUME NEXT YEAR</p><p>Source text : </p><p> ((reuters.briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00075":"渝太地产","TSLA":"特斯拉"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127880543","content_text":"April 15 (Reuters) -    * TESLA CEO MUSK SAYS HE SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN GIGA TEXAS, HIGH VOLUME NEXT YEAR   * TESLA CEO MUSK SAYS HE ALSO SEES LIMITED PRODUCTION OF MODEL Y THIS YEAR IN BERLIN FACTORY WITH HIGH VOLUME NEXT YEARSource text :  ((reuters.briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188099612,"gmtCreate":1623415018836,"gmtModify":1704202972236,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580787393865378","authorIdStr":"3580787393865378"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188099612","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160897585,"gmtCreate":1623778304647,"gmtModify":1703819272045,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580787393865378","authorIdStr":"3580787393865378"},"themes":[],"htmlText":"BTC","listText":"BTC","text":"BTC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160897585","repostId":"1149738275","repostType":4,"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188090817,"gmtCreate":1623414985339,"gmtModify":1704202970602,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580787393865378","authorIdStr":"3580787393865378"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188090817","repostId":"1140839418","repostType":2,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://ttm.financial/m/news/1140839418?lang=&edition=fundamental","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</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; 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.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一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379593561,"gmtCreate":1618757158453,"gmtModify":1704714628512,"author":{"id":"3580787393865378","authorId":"3580787393865378","name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580787393865378","authorIdStr":"3580787393865378"},"themes":[],"htmlText":"Will $AAPL move ahead&nbsp;Apple event？new iMac with Apple Silicon?","listText":"Will $AAPL move ahead&nbsp;Apple event？new iMac with Apple Silicon?","text":"Will $AAPL move ahead Apple event？new iMac with Apple 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