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aquariusfung
2022-05-05
👍
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aquariusfung
2022-04-20
[Grin]
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aquariusfung
2022-04-14
👍
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aquariusfung
2022-03-14
[Surprised] [Surprised] [Surprised] //
@斗战胜佛巴菲特
: OK
@中国基金报:“股神”巴菲特出手!又買了100個億
aquariusfung
2022-02-08
😲
美银“惊人”预计:美联储今年加息七次
aquariusfung
2022-01-11
Wow
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aquariusfung
2022-01-11
Good
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aquariusfung
2022-01-06
👍
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aquariusfung
2022-01-06
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aquariusfung
2021-06-14
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[Surprised] [Surprised] //<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","listText":"[Surprised] [Surprised] [Surprised] //<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","text":"[Surprised] [Surprised] [Surprised] //@斗战胜佛巴菲特: OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032908068","repostId":"635554509","repostType":1,"repost":{"id":635554509,"gmtCreate":1647135600000,"gmtModify":1676532834655,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"“股神”巴菲特出手!又買了100個億","htmlText":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後,股神“巴菲特”又出手了!3月9日、3月10日、3月11日再出手加倉西方石油公司,斥資約15.34億美元(近100億人民幣)。 資料顯示,西方石油公司於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。 3月2日至3月4日的交易,股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日,股神巴菲特已經合計斥資46.56億美元加倉西方石油公司,摺合人民幣295.18億元。 此外,股神巴菲特截至目前還通過權證持有8386萬股,西方石油公司股票,行權價格在59.624美元每股。若西方石油公司股價繼續上漲,股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元,年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告,截至2021年底,巴菲特持倉中含兩家能源公司,西方石油公司之外,還有另一家雪佛龍。對於後一家公司,巴菲特在2021年4季度已經對它進行了加倉。考慮到,巴菲特賬上坐擁鉅額現金,巴菲特也有足夠的實力來進一步增持他看好的公司。 不過,“股神”能源投資也並非回回成功。 事實上,就是西方石油公司本身股神也有看走眼的時候。2020年5月3日,在一年一度的股東大會上,巴菲特被問到對西方石油的投資是回答道:“如果你是西方石油股東或任何一家石油生產公司的股東,在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力,但顯然在每桶20美元時不是,在每桶負37美元時更加不是。” 數據顯示,2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","listText":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後,股神“巴菲特”又出手了!3月9日、3月10日、3月11日再出手加倉西方石油公司,斥資約15.34億美元(近100億人民幣)。 資料顯示,西方石油公司於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。 3月2日至3月4日的交易,股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日,股神巴菲特已經合計斥資46.56億美元加倉西方石油公司,摺合人民幣295.18億元。 此外,股神巴菲特截至目前還通過權證持有8386萬股,西方石油公司股票,行權價格在59.624美元每股。若西方石油公司股價繼續上漲,股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元,年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告,截至2021年底,巴菲特持倉中含兩家能源公司,西方石油公司之外,還有另一家雪佛龍。對於後一家公司,巴菲特在2021年4季度已經對它進行了加倉。考慮到,巴菲特賬上坐擁鉅額現金,巴菲特也有足夠的實力來進一步增持他看好的公司。 不過,“股神”能源投資也並非回回成功。 事實上,就是西方石油公司本身股神也有看走眼的時候。2020年5月3日,在一年一度的股東大會上,巴菲特被問到對西方石油的投資是回答道:“如果你是西方石油股東或任何一家石油生產公司的股東,在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力,但顯然在每桶20美元時不是,在每桶負37美元時更加不是。” 數據顯示,2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","text":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後,股神“巴菲特”又出手了!3月9日、3月10日、3月11日再出手加倉西方石油公司,斥資約15.34億美元(近100億人民幣)。 資料顯示,西方石油公司於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。 3月2日至3月4日的交易,股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日,股神巴菲特已經合計斥資46.56億美元加倉西方石油公司,摺合人民幣295.18億元。 此外,股神巴菲特截至目前還通過權證持有8386萬股,西方石油公司股票,行權價格在59.624美元每股。若西方石油公司股價繼續上漲,股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元,年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告,截至2021年底,巴菲特持倉中含兩家能源公司,西方石油公司之外,還有另一家雪佛龍。對於後一家公司,巴菲特在2021年4季度已經對它進行了加倉。考慮到,巴菲特賬上坐擁鉅額現金,巴菲特也有足夠的實力來進一步增持他看好的公司。 不過,“股神”能源投資也並非回回成功。 事實上,就是西方石油公司本身股神也有看走眼的時候。2020年5月3日,在一年一度的股東大會上,巴菲特被問到對西方石油的投資是回答道:“如果你是西方石油股東或任何一家石油生產公司的股東,在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力,但顯然在每桶20美元時不是,在每桶負37美元時更加不是。” 數據顯示,2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","images":[{"img":"https://static.tigerbbs.com/9da4aa2b59ed40ef8f584f8c1e247079","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2925e7ef6a0645baadc946f4432f99b2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/13d73f4e5f854e49b3381e196ca8519c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/635554509","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096349838,"gmtCreate":1644315897926,"gmtModify":1676533911550,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"😲","listText":"😲","text":"😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096349838","repostId":"2209451307","repostType":4,"repost":{"id":"2209451307","kind":"highlight","pubTimestamp":1644311979,"share":"https://ttm.financial/m/news/2209451307?lang=&edition=fundamental","pubTime":"2022-02-08 17:19","market":"us","language":"zh","title":"美银“惊人”预计:美联储今年加息七次","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7","content":"<html><head></head><body><p>薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。</p><p>上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,<b>过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次</b>(疫情初期的两个月除外)。</p><p>人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。</p><p>周一,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示:</p><blockquote>如果我是美联储主席,我会更加担心推动工资上涨的因素不仅仅是例外情况,并在秋天早些时候提高利率。</blockquote><blockquote><b>当存在广泛的物价上涨,并开始影响到工资,通胀螺旋风险加大,政策措施就落后于通胀曲线,美联储需要开始行动。</b></blockquote><p>Harris对美联储发出了今年以来最激进的呼吁,美银最新报告指出,<b>2022年将有七次加息,每次加息25个基点,明年还会有四次加息。</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>对此,Harris指出,尽管目前市场观点认为这种情况的可能性只有18%,但他依然支持这个观点,<b>主要原因在于:</b>美国经济复苏不仅达到了美联储的目标,甚至还超过了停止线(the stop signs)。</p><p>几乎所有收入阶层的工资都在飙升</p><p>Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示,在灵活的平均通胀目标下,为了实现充分就业,允许通胀率高于2%的目标。</p><p>但随着通胀率增长到7%左右,劳动力市场越来越紧张,美联储现在加速“追赶”,改变货币政策进而应对严峻的通胀形势。</p><p><b>Harris指出,几乎所有收入阶层的工资都在飙升。</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>受疫情影响最严重的休闲和酒店行业工资增幅最大,</b>在过去一年的上涨了13%。金融行业的工资上涨了4.8%,而零售行业的工资更是上涨了7.1%。</p><p>此前见闻文章提及,加薪“全面开花”,除了中低阶层工人提高了工资,华尔街金融机构也“你追我赶”地增加员工薪资,拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。</p><p>工资飙升是“大辞职潮”的一部分</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>将工资飙升这一趋势视为“大辞职潮”的一部分,“大辞职潮”是指2021年以来,美国离职人数陡增,离职率处于近20年来最高水平。根据美国劳工部数据,2021年全年美国劳动力更换或离职次数为4740万人次。</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>高盛经济学家Joseph Briggs和David Mericle在一份报告中指出,“大辞职潮”包括两个截然不同但相互关联的趋势:<b>数百万工人离开了劳动力大军,还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平,即工资通胀螺旋上升。</b></p><p>高盛数据显示,今年美国工资增长将会放缓,但只是小幅放缓,到今年预计会达到5%左右。<b>值得一提的是,高盛预计,2022年将有四次加息。</b></p><p>高盛经济学家指出,劳动力成本的增长速度快于2%的通胀目标,这可能会使通胀继续走高,美联储将采取更激进的应对措施。</p><p>加息50个基点“合理”,但与鲍威尔“谦逊”态度不一致</p><p>市场一直在缓慢地加码美联储加息,预计今年将有五次加息,但仍有可能加息更多次,而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点,但也不排除美联储3月选择一次性大幅加息50个基点<b>,目前加息50个基点的可能性已升至近30%。</b></p><p><b>Harris表示:</b></p><blockquote>加息50个基点将是"一件合理的事情",但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的"谦逊"(humble)态度不一致。</blockquote><p>安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示,美联储政策已经落后,希望他们能重拾通胀论调,控制工资增长。此前,El-Erian在专栏文章中发出警告,越拖延,政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆,反而可能被迫采取过度的“追赶性”紧缩政策。</p><p>此外,Harris指出,<b>实际上,他不认为加息会破坏经济,只要美联储传达出准确的信息,即加息旨在控制通胀,而不是遏制经济增长。</b></p><p>Harris补充称,本轮加息周期可能类似于美联储在2005年中期的举措,当时美联储连续17次加息,目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时,Harris表示:</p><blockquote>这并不是一个激进的预测,对于一个从零开始的央行来说,这只是一条阻力较小的道路。</blockquote></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>美银“惊人”预计:美联储今年加息七次</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银“惊人”预计:美联储今年加息七次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 17:19 北京时间 <a href=https://wallstreetcn.com/articles/3651382><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次(疫情初期的两个月除外)。人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。周一,美国银行全球经济研究部主管...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651382\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次(疫情初期的两个月除外)。人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。周一,美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示:如果我是美联储主席,我会更加担心推动工资上涨的因素不仅仅是例外情况,并在秋天早些时候提高利率。当存在广泛的物价上涨,并开始影响到工资,通胀螺旋风险加大,政策措施就落后于通胀曲线,美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁,美银最新报告指出,2022年将有七次加息,每次加息25个基点,明年还会有四次加息。对此,Harris指出,尽管目前市场观点认为这种情况的可能性只有18%,但他依然支持这个观点,主要原因在于:美国经济复苏不仅达到了美联储的目标,甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示,在灵活的平均通胀目标下,为了实现充分就业,允许通胀率高于2%的目标。但随着通胀率增长到7%左右,劳动力市场越来越紧张,美联储现在加速“追赶”,改变货币政策进而应对严峻的通胀形势。Harris指出,几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大,在过去一年的上涨了13%。金融行业的工资上涨了4.8%,而零售行业的工资更是上涨了7.1%。此前见闻文章提及,加薪“全面开花”,除了中低阶层工人提高了工资,华尔街金融机构也“你追我赶”地增加员工薪资,拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分,“大辞职潮”是指2021年以来,美国离职人数陡增,离职率处于近20年来最高水平。根据美国劳工部数据,2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出,“大辞职潮”包括两个截然不同但相互关联的趋势:数百万工人离开了劳动力大军,还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平,即工资通胀螺旋上升。高盛数据显示,今年美国工资增长将会放缓,但只是小幅放缓,到今年预计会达到5%左右。值得一提的是,高盛预计,2022年将有四次加息。高盛经济学家指出,劳动力成本的增长速度快于2%的通胀目标,这可能会使通胀继续走高,美联储将采取更激进的应对措施。加息50个基点“合理”,但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息,预计今年将有五次加息,但仍有可能加息更多次,而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点,但也不排除美联储3月选择一次性大幅加息50个基点,目前加息50个基点的可能性已升至近30%。Harris表示:加息50个基点将是\"一件合理的事情\",但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"(humble)态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示,美联储政策已经落后,希望他们能重拾通胀论调,控制工资增长。此前,El-Erian在专栏文章中发出警告,越拖延,政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆,反而可能被迫采取过度的“追赶性”紧缩政策。此外,Harris指出,实际上,他不认为加息会破坏经济,只要美联储传达出准确的信息,即加息旨在控制通胀,而不是遏制经济增长。Harris补充称,本轮加息周期可能类似于美联储在2005年中期的举措,当时美联储连续17次加息,目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时,Harris表示:这并不是一个激进的预测,对于一个从零开始的央行来说,这只是一条阻力较小的道路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006724450,"gmtCreate":1641856314479,"gmtModify":1676533654041,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006724450","repostId":"1137410887","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006722206,"gmtCreate":1641856153566,"gmtModify":1676533653951,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"Good 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","listText":"[Grin] ","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086046257","repostId":"2228599280","repostType":4,"repost":{"id":"2228599280","kind":"highlight","pubTimestamp":1650380537,"share":"https://ttm.financial/m/news/2228599280?lang=&edition=fundamental","pubTime":"2022-04-19 23:02","market":"us","language":"en","title":"Got $5,000? Buy and Hold These 3 Value Stocks for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2228599280","media":"Motley Fool","summary":"All down 20% or more year to date, these value stocks may be great long-term buys.","content":"<html><head></head><body><p>While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.</p><p>Of course, cheap valuations alone mean nothing unless the underlying operations are sound.</p><p>Today, let's look at three companies that seem to unite these two worlds, offering forward price-to-earnings ratios below 10 with businesses that look poised to only grow stronger over time.</p><h2>FedEx</h2><p>Much like <b>Pepsi </b>has thrived for years in <b>Coca-Cola</b>'s shadow, <b>FedEx</b> has quietly continued growing alongside <b>United Parcel Service</b> in the U.S. ground shipping industry. Since 1998, FedEx has grown from less than a 10% market share to over 30% as of 2021, trailing only UPS in revenue generated from ground shipping.</p><p>What makes the relationship between FedEx and UPS even more interesting is that despite similar sales over the last year of $92 billion and $97 billion, respectively, FedEx's market capitalization is only <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third as big as its primary peer. Market caps act as a price tag for stocks and, in this case, help highlight a pretty significant discrepancy between two similarly sized operations.</p><p>So, what causes this large of a difference?</p><p>Free cash flow margins.</p><p><img src=\"https://static.tigerbbs.com/692792cdde726629231cd9e585f707e8\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FDX Free Cash Flow data by YCharts</p><p>Despite having similar revenue totals, UPS generated three times as much free cash flow as FedEx, thanks to its more efficient capital spending.</p><p>I'm focusing on FedEx instead of UPS because FedEx's focus on small and medium-sized e-commerce businesses makes it uniquely positioned to benefit from an increasingly entrepreneurial global economy. While UPS shares this focus, FedEx has truly doubled down on its e-commerce capacity over the last few years, trading off short term profitability in favor of long-term cash flows -- across both its ground and freight segments.</p><p>With U.S. e-commerce expected to grow by 50% over the next four years, according to Statista, FedEx should see solid top-line growth and improving margins from this portion of its business as it matures.</p><p>Second, FedEx plans to finally integrate its acquisition of Europe-based TNT fully by the end of April, streamlining operations among the combined companies' flight routes and airports. While this acquisition has dragged on for years, the synergies from this purchase may finally take hold, making it pivotal for investors to watch in the upcoming quarters.</p><p>Having restarted its dividend growth early in 2021, FedEx now yields 1.5% while maintaining a tiny payout ratio of 16% -- leaving ample room for increases in the future.</p><p>Thanks to this dividend growth potential, the prospect of improving margins over the coming years, and its forward price-to-earnings ratio of only 9.9, FedEx makes for an excellent value stock to consider for the long term.</p><h2>Crocs</h2><p>Having dropped over 50% from its 52-week highs, beloved foam shoe creator <b>Crocs</b> has seen its price-to-earnings ratio drop to a rarely seen 6.4.</p><p>Perhaps due to concerns around its $2.5 billion acquisition of fellow plastic shoe company Hey Dude, Crocs shares have been roughed up despite posting 65% and 150% sales and earnings growth, respectively, in 2021.</p><p>However, Hey Dude projects to be immediately accretive to both the top line and earnings, making the market's sentiment toward the stock confounding. Furthermore, Hey Dude's line of shoes created from recycled plastic pairs nicely with the clog maker's plan of reaching a net-zero carbon impact by 2030.</p><p>Adding even more validation to bullish Crocs investors, the company's growing return on invested capital (ROIC) over the last five years has been simply phenomenal.</p><p><img src=\"https://static.tigerbbs.com/6e0e287581ea10238103b269ed7e235f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CROX Return on Invested Capital data by YCharts</p><p>ROIC essentially measures a company's profitability compared to the capital circulating in the business.</p><p>Historically, higher ROICs offer stronger outperformance potential, making Crocs' mark of 98% incredibly promising. Furthermore, stocks with consistently increasing ROICs tend to outperform the broader stock market -- making me wonder if Crocs' brightest days may still be ahead.</p><p>As long as Crocs has a single-digit price-to-earnings ratio, its growth potential and this operational efficiency make it far too tempting for value investors not to consider buying.</p><h2>NVR</h2><p>Using its unique, asset-light operating model (as far as home builders go), <b>NVR</b> offers investors an additional layer of security in an otherwise secular housing industry.</p><p>By not participating in land development activities and avoiding direct land ownership, NVR removes many risks that other home-building stocks face. Instead, it signs lot purchase agreements that generally require the company to deposit up to 10% of the total lot price -- freeing up massive amounts of capital to be used elsewhere.</p><p>Due to this differentiation from its peers, NVR holds a best-in-class ROIC among its largest peers in the residential construction sector.</p><p><img src=\"https://static.tigerbbs.com/fdd4e823f86810cb8213f2ff818b059b\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVR Return on Invested Capital (5y Median) data by YCharts</p><p>The most important thing to note from the chart above is NVR's performance after the housing bubble and financial crisis from 2008 to 2010. While its ROIC faced unavoidable pressure, it still managed a 10% mark as its <b>S&P 500</b> peers plummeted into negative territory.</p><p>Sporting metrics this strong over its history, it may not surprise you to find out that NVR has smashed the broader market during its publicly traded history -- rising nearly 500% in just the last decade alone.</p><p>On top of all this, NVR is a share-repurchasing wizard.</p><p><img src=\"https://static.tigerbbs.com/a17a8631ea3f91d5cfb2e7d407b55758\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVR Shares Outstanding data by YCharts</p><p>Highlighting the power of these buybacks, NVR grew net income by 10% in 2021 but saw earnings per share rise by 16% due to a lower share count.</p><p>Thanks to this outstanding ROIC, share buyback history, and forward price-to-earnings ratio of only nine, dollar-cost averaging into a position with NVR seems like a sound idea.</p></body></html>","source":"fool_stock","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>Got $5,000? Buy and Hold These 3 Value Stocks for Years</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\">\nGot $5,000? Buy and Hold These 3 Value Stocks for Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 23:02 GMT+8 <a href=https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","BK4533":"AQR资本管理(全球第二大对冲基金)","ROIC":"Retail Opportunity Investments C","NVR":"NVR Inc","CROX":"卡骆驰"},"source_url":"https://www.fool.com/investing/2022/04/19/got-5000-buy-and-hold-these-3-value-stocks-for-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228599280","content_text":"While I don't consider myself a true value investor, the market's rough start to 2022 has brought forward many cheap-looking valuations that have caught my attention.Of course, cheap valuations alone mean nothing unless the underlying operations are sound.Today, let's look at three companies that seem to unite these two worlds, offering forward price-to-earnings ratios below 10 with businesses that look poised to only grow stronger over time.FedExMuch like Pepsi has thrived for years in Coca-Cola's shadow, FedEx has quietly continued growing alongside United Parcel Service in the U.S. ground shipping industry. Since 1998, FedEx has grown from less than a 10% market share to over 30% as of 2021, trailing only UPS in revenue generated from ground shipping.What makes the relationship between FedEx and UPS even more interesting is that despite similar sales over the last year of $92 billion and $97 billion, respectively, FedEx's market capitalization is only one-third as big as its primary peer. Market caps act as a price tag for stocks and, in this case, help highlight a pretty significant discrepancy between two similarly sized operations.So, what causes this large of a difference?Free cash flow margins.FDX Free Cash Flow data by YChartsDespite having similar revenue totals, UPS generated three times as much free cash flow as FedEx, thanks to its more efficient capital spending.I'm focusing on FedEx instead of UPS because FedEx's focus on small and medium-sized e-commerce businesses makes it uniquely positioned to benefit from an increasingly entrepreneurial global economy. While UPS shares this focus, FedEx has truly doubled down on its e-commerce capacity over the last few years, trading off short term profitability in favor of long-term cash flows -- across both its ground and freight segments.With U.S. e-commerce expected to grow by 50% over the next four years, according to Statista, FedEx should see solid top-line growth and improving margins from this portion of its business as it matures.Second, FedEx plans to finally integrate its acquisition of Europe-based TNT fully by the end of April, streamlining operations among the combined companies' flight routes and airports. While this acquisition has dragged on for years, the synergies from this purchase may finally take hold, making it pivotal for investors to watch in the upcoming quarters.Having restarted its dividend growth early in 2021, FedEx now yields 1.5% while maintaining a tiny payout ratio of 16% -- leaving ample room for increases in the future.Thanks to this dividend growth potential, the prospect of improving margins over the coming years, and its forward price-to-earnings ratio of only 9.9, FedEx makes for an excellent value stock to consider for the long term.CrocsHaving dropped over 50% from its 52-week highs, beloved foam shoe creator Crocs has seen its price-to-earnings ratio drop to a rarely seen 6.4.Perhaps due to concerns around its $2.5 billion acquisition of fellow plastic shoe company Hey Dude, Crocs shares have been roughed up despite posting 65% and 150% sales and earnings growth, respectively, in 2021.However, Hey Dude projects to be immediately accretive to both the top line and earnings, making the market's sentiment toward the stock confounding. Furthermore, Hey Dude's line of shoes created from recycled plastic pairs nicely with the clog maker's plan of reaching a net-zero carbon impact by 2030.Adding even more validation to bullish Crocs investors, the company's growing return on invested capital (ROIC) over the last five years has been simply phenomenal.CROX Return on Invested Capital data by YChartsROIC essentially measures a company's profitability compared to the capital circulating in the business.Historically, higher ROICs offer stronger outperformance potential, making Crocs' mark of 98% incredibly promising. Furthermore, stocks with consistently increasing ROICs tend to outperform the broader stock market -- making me wonder if Crocs' brightest days may still be ahead.As long as Crocs has a single-digit price-to-earnings ratio, its growth potential and this operational efficiency make it far too tempting for value investors not to consider buying.NVRUsing its unique, asset-light operating model (as far as home builders go), NVR offers investors an additional layer of security in an otherwise secular housing industry.By not participating in land development activities and avoiding direct land ownership, NVR removes many risks that other home-building stocks face. Instead, it signs lot purchase agreements that generally require the company to deposit up to 10% of the total lot price -- freeing up massive amounts of capital to be used elsewhere.Due to this differentiation from its peers, NVR holds a best-in-class ROIC among its largest peers in the residential construction sector.NVR Return on Invested Capital (5y Median) data by YChartsThe most important thing to note from the chart above is NVR's performance after the housing bubble and financial crisis from 2008 to 2010. While its ROIC faced unavoidable pressure, it still managed a 10% mark as its S&P 500 peers plummeted into negative territory.Sporting metrics this strong over its history, it may not surprise you to find out that NVR has smashed the broader market during its publicly traded history -- rising nearly 500% in just the last decade alone.On top of all this, NVR is a share-repurchasing wizard.NVR Shares Outstanding data by YChartsHighlighting the power of these buybacks, NVR grew net income by 10% in 2021 but saw earnings per share rise by 16% due to a lower share count.Thanks to this outstanding ROIC, share buyback history, and forward price-to-earnings ratio of only nine, dollar-cost averaging into a position with NVR seems like a sound idea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032908068,"gmtCreate":1647252027489,"gmtModify":1676534207898,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"[Surprised] [Surprised] [Surprised] //<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","listText":"[Surprised] [Surprised] [Surprised] //<a href=\"https://ttm.financial/U/3432276741707889\">@斗战胜佛巴菲特</a>: OK","text":"[Surprised] [Surprised] [Surprised] //@斗战胜佛巴菲特: OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032908068","repostId":"635554509","repostType":1,"repost":{"id":635554509,"gmtCreate":1647135600000,"gmtModify":1676532834655,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"“股神”巴菲特出手!又買了100個億","htmlText":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後,股神“巴菲特”又出手了!3月9日、3月10日、3月11日再出手加倉西方石油公司,斥資約15.34億美元(近100億人民幣)。 資料顯示,西方石油公司於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。 3月2日至3月4日的交易,股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日,股神巴菲特已經合計斥資46.56億美元加倉西方石油公司,摺合人民幣295.18億元。 此外,股神巴菲特截至目前還通過權證持有8386萬股,西方石油公司股票,行權價格在59.624美元每股。若西方石油公司股價繼續上漲,股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元,年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告,截至2021年底,巴菲特持倉中含兩家能源公司,西方石油公司之外,還有另一家雪佛龍。對於後一家公司,巴菲特在2021年4季度已經對它進行了加倉。考慮到,巴菲特賬上坐擁鉅額現金,巴菲特也有足夠的實力來進一步增持他看好的公司。 不過,“股神”能源投資也並非回回成功。 事實上,就是西方石油公司本身股神也有看走眼的時候。2020年5月3日,在一年一度的股東大會上,巴菲特被問到對西方石油的投資是回答道:“如果你是西方石油股東或任何一家石油生產公司的股東,在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力,但顯然在每桶20美元時不是,在每桶負37美元時更加不是。” 數據顯示,2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","listText":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後,股神“巴菲特”又出手了!3月9日、3月10日、3月11日再出手加倉西方石油公司,斥資約15.34億美元(近100億人民幣)。 資料顯示,西方石油公司於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。 3月2日至3月4日的交易,股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日,股神巴菲特已經合計斥資46.56億美元加倉西方石油公司,摺合人民幣295.18億元。 此外,股神巴菲特截至目前還通過權證持有8386萬股,西方石油公司股票,行權價格在59.624美元每股。若西方石油公司股價繼續上漲,股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元,年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告,截至2021年底,巴菲特持倉中含兩家能源公司,西方石油公司之外,還有另一家雪佛龍。對於後一家公司,巴菲特在2021年4季度已經對它進行了加倉。考慮到,巴菲特賬上坐擁鉅額現金,巴菲特也有足夠的實力來進一步增持他看好的公司。 不過,“股神”能源投資也並非回回成功。 事實上,就是西方石油公司本身股神也有看走眼的時候。2020年5月3日,在一年一度的股東大會上,巴菲特被問到對西方石油的投資是回答道:“如果你是西方石油股東或任何一家石油生產公司的股東,在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力,但顯然在每桶20美元時不是,在每桶負37美元時更加不是。” 數據顯示,2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","text":"中國基金報記者 格林 繼3月2日、3月3日、3月4日連續加倉西方石油公司之後,股神“巴菲特”又出手了!3月9日、3月10日、3月11日再出手加倉西方石油公司,斥資約15.34億美元(近100億人民幣)。 資料顯示,西方石油公司於1920年建立,總部位於美國加利福尼亞州洛杉磯,主要開採石油和天然氣。西方石油公司的業務範圍包括美國、中東、北非和南美,是美國第四大石油和天然氣公司。 3月2日至3月4日的交易,股神“巴菲特”斥資31.22億美元加倉西方石油公司。3月2日至3月11日,股神巴菲特已經合計斥資46.56億美元加倉西方石油公司,摺合人民幣295.18億元。 此外,股神巴菲特截至目前還通過權證持有8386萬股,西方石油公司股票,行權價格在59.624美元每股。若西方石油公司股價繼續上漲,股神巴菲特對這家的公司的持股數量有可能還會繼續上漲。 西方石油公司最新股價57.95美元,年初以來股價已經上漲86.57%。 根據2月14日巴菲特旗下伯克希爾哈撒韋向美國證交會提交的信息披露報告,截至2021年底,巴菲特持倉中含兩家能源公司,西方石油公司之外,還有另一家雪佛龍。對於後一家公司,巴菲特在2021年4季度已經對它進行了加倉。考慮到,巴菲特賬上坐擁鉅額現金,巴菲特也有足夠的實力來進一步增持他看好的公司。 不過,“股神”能源投資也並非回回成功。 事實上,就是西方石油公司本身股神也有看走眼的時候。2020年5月3日,在一年一度的股東大會上,巴菲特被問到對西方石油的投資是回答道:“如果你是西方石油股東或任何一家石油生產公司的股東,在油價走向方面你和我都犯了一個錯誤。” 巴菲特解釋道“在當時的油價上(這項投資)具有吸引力,但顯然在每桶20美元時不是,在每桶負37美元時更加不是。” 數據顯示,2020年2季度巴菲特清空了持倉中的西方石油公司股票。 這次股神巴菲特是把西方石油撈回來。","images":[{"img":"https://static.tigerbbs.com/9da4aa2b59ed40ef8f584f8c1e247079","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2925e7ef6a0645baadc946f4432f99b2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/13d73f4e5f854e49b3381e196ca8519c","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/635554509","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096349838,"gmtCreate":1644315897926,"gmtModify":1676533911550,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"😲","listText":"😲","text":"😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096349838","repostId":"2209451307","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006722206,"gmtCreate":1641856153566,"gmtModify":1676533653951,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006722206","repostId":"1138761582","repostType":2,"repost":{"id":"1138761582","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":1641823989,"share":"https://ttm.financial/m/news/1138761582?lang=&edition=fundamental","pubTime":"2022-01-10 22:13","market":"us","language":"zh","title":"加息预期冲击科技股,2022年改投价值股?华尔街怎么看?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138761582","media":"Wind万得","summary":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被","content":"<html><head></head><body><p>美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被全盘否定。</p><p>面对不断攀升的通胀,美联储已加快缩减资产购买规模的步伐,并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具,目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高,加息预期或将进一步升温。可以预见的是,具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益,被认为极易受到利率上升的影响,从而削弱潜在的未来收益。</p><p>正如PineBridge Investments投资组合经理Hani Redha所说,“投机性科技股正在被摧毁”,以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%,为六年来最差开年表现。高盛的指数显示,亏损科技公司的股价今年以来已下跌约10%。该行估计,那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。</p><p>科技股大跌之际,美国国债收益率创下28个月来最大涨幅,基准10年期美债收益率从2021年底的1.5%跃升至1.8%,触及近两年高位。</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Fidelity Investments全球宏观策略主管Jurrien Timmer称:“(投机性科技股之前)升上了月球,现在流动性大潮正在逆转。”</p><p>随着收益率走高,此前不被看好的价值型股票的命运也在改写,银行、石油巨头、大型工业集团,尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。</p><p>从标普500指数各板块2021全年的表现来看,在跑赢大盘的四个板块中,有三个(能源、房地产、金融)属于价值型板块,说明这类股票在投资者中颇具人气。</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>2022年第一周,标普500指数下跌1.87%的同时,价值股成功实现上涨。当周罗素1000价值指数上涨0.75%,表现优于罗素1000成长指数5个百分点以上,为1991年有记录以来可比时期的最高水平,反映出市场的转变。</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,坚持周期性押注。</b>她写道:“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化,这些股票将面临最强大的阻力,这点合乎逻辑。<b>在美国股市中,我们依然青睐价值股而非成长股</b>。”</p><p><b>瑞银预计,2022年第一季度初价值股很有可能跑赢成长股,但这一势头不会持久。</b>该行表示,强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位(对价值股的帮助大于成长股)和实际利率上升(对成长股的伤害大于价值股) ,但持续转向价值股的理由更多是由撤离成长股所驱动,而不是由强势转向价值股所驱动。瑞银认为,到2022年第二季度成长股将实现反超。</p><p>鉴于在利率和通胀上升方面的杠杆作用,<b>摩根士丹利短期内也略微偏向价值股</b>,而非成长股。该行同时指出:“我们认为,随着特殊风险成为关键,对价值股与成长股的迷恋将开始消退。”在大摩看来,总体而言,2022年更多的是关于个股,而不是行业或风格。</p><p><b>看好价值股的还有美国银行和摩根大通。</b>美银就此给出五点理由:1)估值离散度仍接近历史高位,历史上高离散度预示价值股表现出色的时期;2)若疫情得到遏制,价值股可能跑赢成长股;3)大多数指标显示价值股估值不贵;4)从因子和板块层面来看,投资者仍超配成长股、低配价值股;5)美联储加息周期有利于价值股。</p><p>摩根大通称,周期性资产和价值股将会跑赢,风险更高、波动更大的资产将反弹,而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。</p><p><b>贝莱德倾向于像去年那样配置周期性价值股(如能源股和金融股)与长期结构性成长股(如科技股和医疗保健股)的组合</b>。该公司表示,若缺少推动2021年关键市场平均向前发展的推进剂的话,专注于基本面研究以区分潜在的赢家和输家将会很重要。</p><p><b>高盛的观点是,买入对疫情和通胀敏感的周期性股票,以及高成长、高利润的股票,同时,规避高劳动力成本的公司以及高成长、不赚钱的公司</b>。高盛的理由是,短期内,强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢;而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。</p><p><b>富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块</b>。该机构称:“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”</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 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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\">2022-01-10 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被全盘否定。</p><p>面对不断攀升的通胀,美联储已加快缩减资产购买规模的步伐,并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具,目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高,加息预期或将进一步升温。可以预见的是,具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益,被认为极易受到利率上升的影响,从而削弱潜在的未来收益。</p><p>正如PineBridge Investments投资组合经理Hani Redha所说,“投机性科技股正在被摧毁”,以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%,为六年来最差开年表现。高盛的指数显示,亏损科技公司的股价今年以来已下跌约10%。该行估计,那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。</p><p>科技股大跌之际,美国国债收益率创下28个月来最大涨幅,基准10年期美债收益率从2021年底的1.5%跃升至1.8%,触及近两年高位。</p><p><img src=\"https://static.tigerbbs.com/810b0a3facde719110044db960d567df\" tg-width=\"687\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p>Fidelity Investments全球宏观策略主管Jurrien Timmer称:“(投机性科技股之前)升上了月球,现在流动性大潮正在逆转。”</p><p>随着收益率走高,此前不被看好的价值型股票的命运也在改写,银行、石油巨头、大型工业集团,尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。</p><p>从标普500指数各板块2021全年的表现来看,在跑赢大盘的四个板块中,有三个(能源、房地产、金融)属于价值型板块,说明这类股票在投资者中颇具人气。</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>2022年第一周,标普500指数下跌1.87%的同时,价值股成功实现上涨。当周罗素1000价值指数上涨0.75%,表现优于罗素1000成长指数5个百分点以上,为1991年有记录以来可比时期的最高水平,反映出市场的转变。</p><p><img src=\"https://static.tigerbbs.com/e2aa2ceb3e48d4c914b239ec09831a79\" tg-width=\"686\" tg-height=\"473\" referrerpolicy=\"no-referrer\"/></p><p><b>瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,坚持周期性押注。</b>她写道:“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化,这些股票将面临最强大的阻力,这点合乎逻辑。<b>在美国股市中,我们依然青睐价值股而非成长股</b>。”</p><p><b>瑞银预计,2022年第一季度初价值股很有可能跑赢成长股,但这一势头不会持久。</b>该行表示,强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位(对价值股的帮助大于成长股)和实际利率上升(对成长股的伤害大于价值股) ,但持续转向价值股的理由更多是由撤离成长股所驱动,而不是由强势转向价值股所驱动。瑞银认为,到2022年第二季度成长股将实现反超。</p><p>鉴于在利率和通胀上升方面的杠杆作用,<b>摩根士丹利短期内也略微偏向价值股</b>,而非成长股。该行同时指出:“我们认为,随着特殊风险成为关键,对价值股与成长股的迷恋将开始消退。”在大摩看来,总体而言,2022年更多的是关于个股,而不是行业或风格。</p><p><b>看好价值股的还有美国银行和摩根大通。</b>美银就此给出五点理由:1)估值离散度仍接近历史高位,历史上高离散度预示价值股表现出色的时期;2)若疫情得到遏制,价值股可能跑赢成长股;3)大多数指标显示价值股估值不贵;4)从因子和板块层面来看,投资者仍超配成长股、低配价值股;5)美联储加息周期有利于价值股。</p><p>摩根大通称,周期性资产和价值股将会跑赢,风险更高、波动更大的资产将反弹,而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。</p><p><b>贝莱德倾向于像去年那样配置周期性价值股(如能源股和金融股)与长期结构性成长股(如科技股和医疗保健股)的组合</b>。该公司表示,若缺少推动2021年关键市场平均向前发展的推进剂的话,专注于基本面研究以区分潜在的赢家和输家将会很重要。</p><p><b>高盛的观点是,买入对疫情和通胀敏感的周期性股票,以及高成长、高利润的股票,同时,规避高劳动力成本的公司以及高成长、不赚钱的公司</b>。高盛的理由是,短期内,强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢;而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。</p><p><b>富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块</b>。该机构称:“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138761582","content_text":"美联储越发鹰派的立场促使投资者抛弃快速成长的科技公司的股票,转而投向银行股、能源股等对经济敏感的股票。一些华尔街顶级公司认为,价值型股票有望在2022年继续大放异彩,不过,近来表现逊色的成长股并没有被全盘否定。面对不断攀升的通胀,美联储已加快缩减资产购买规模的步伐,并释放可能提前加息、甚至缩表的信号。根据CME的FedWatch工具,目前交易员押注美联储3月加息的可能性接近70%。若本周公布的美国CPI通胀率数据再度升高,加息预期或将进一步升温。可以预见的是,具有高度投机性的科技股将首当其冲。那些成长迅速和亏损的科技公司的高股价是基于其未来可能获得丰厚收益,被认为极易受到利率上升的影响,从而削弱潜在的未来收益。正如PineBridge Investments投资组合经理Hani Redha所说,“投机性科技股正在被摧毁”,以科技股为主的美股纳斯达克综合指数在2022年首周下跌4.5%,为六年来最差开年表现。高盛的指数显示,亏损科技公司的股价今年以来已下跌约10%。该行估计,那些无论美国经济如何起伏都能产生强劲增长的公司已下跌逾8%。科技股大跌之际,美国国债收益率创下28个月来最大涨幅,基准10年期美债收益率从2021年底的1.5%跃升至1.8%,触及近两年高位。Fidelity Investments全球宏观策略主管Jurrien Timmer称:“(投机性科技股之前)升上了月球,现在流动性大潮正在逆转。”随着收益率走高,此前不被看好的价值型股票的命运也在改写,银行、石油巨头、大型工业集团,尤其是那些与美国经济重新开放息息相关的公司股价均出现上扬。从标普500指数各板块2021全年的表现来看,在跑赢大盘的四个板块中,有三个(能源、房地产、金融)属于价值型板块,说明这类股票在投资者中颇具人气。2022年第一周,标普500指数下跌1.87%的同时,价值股成功实现上涨。当周罗素1000价值指数上涨0.75%,表现优于罗素1000成长指数5个百分点以上,为1991年有记录以来可比时期的最高水平,反映出市场的转变。瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,坚持周期性押注。她写道:“成长型公司一直是超低实际利率和名义利率的主要受益者。随着美联储开始政策正常化,这些股票将面临最强大的阻力,这点合乎逻辑。在美国股市中,我们依然青睐价值股而非成长股。”瑞银预计,2022年第一季度初价值股很有可能跑赢成长股,但这一势头不会持久。该行表示,强劲的通胀和劳动力市场应该会使盈亏平衡通胀率保持在高位(对价值股的帮助大于成长股)和实际利率上升(对成长股的伤害大于价值股) ,但持续转向价值股的理由更多是由撤离成长股所驱动,而不是由强势转向价值股所驱动。瑞银认为,到2022年第二季度成长股将实现反超。鉴于在利率和通胀上升方面的杠杆作用,摩根士丹利短期内也略微偏向价值股,而非成长股。该行同时指出:“我们认为,随着特殊风险成为关键,对价值股与成长股的迷恋将开始消退。”在大摩看来,总体而言,2022年更多的是关于个股,而不是行业或风格。看好价值股的还有美国银行和摩根大通。美银就此给出五点理由:1)估值离散度仍接近历史高位,历史上高离散度预示价值股表现出色的时期;2)若疫情得到遏制,价值股可能跑赢成长股;3)大多数指标显示价值股估值不贵;4)从因子和板块层面来看,投资者仍超配成长股、低配价值股;5)美联储加息周期有利于价值股。摩根大通称,周期性资产和价值股将会跑赢,风险更高、波动更大的资产将反弹,而防御性债券替代股和在疫情中受惠的市场细分领域将遭遇逆风。该行偏好对再通胀敏感的板块——能源和金融、消费服务、医疗保健以及小盘股。贝莱德倾向于像去年那样配置周期性价值股(如能源股和金融股)与长期结构性成长股(如科技股和医疗保健股)的组合。该公司表示,若缺少推动2021年关键市场平均向前发展的推进剂的话,专注于基本面研究以区分潜在的赢家和输家将会很重要。高盛的观点是,买入对疫情和通胀敏感的周期性股票,以及高成长、高利润的股票,同时,规避高劳动力成本的公司以及高成长、不赚钱的公司。高盛的理由是,短期内,强劲的经济增长和通胀率触顶应该会支持周期性股票跑赢;而完全依赖长期增长预期的快速成长的公司更易受到利率上升或营收令人失望的风险的影响。富国银行投资研究所对成长型股票和周期性股票的青睐胜过防御性板块。该机构称:“寻找在通胀高于平均水平时表现良好的资产。谨慎看待对收益率敏感的资产。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068919245,"gmtCreate":1651709572144,"gmtModify":1676534953174,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068919245","repostId":"1162262955","repostType":2,"repost":{"id":"1162262955","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":1651707951,"share":"https://ttm.financial/m/news/1162262955?lang=&edition=fundamental","pubTime":"2022-05-05 07:45","market":"us","language":"zh","title":"昨夜今晨 | 鲍威尔表态安抚市场,美股全线暴涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1162262955","media":"老虎资讯综合","summary":"摘要:①鲍威尔拒绝更激进,隔夜美股集体收高,纳指暴涨逾3%;②美油收高5.3%,布油涨4.9%,欧盟将逐步停用俄罗斯原油;③鲍威尔摊牌美联储选项,美元创下一个月最大跌幅。④美联储加息50个基点,6月起","content":"<html><head></head><body><blockquote>摘要:①鲍威尔拒绝更激进,隔夜美股集体收高,纳指暴涨逾3%;②美油收高5.3%,布油涨4.9%,欧盟将逐步停用俄罗斯原油;③鲍威尔摊牌美联储选项,美元创下一个月最大跌幅。④美联储加息50个基点,6月起缩表,初始月额度475亿美元。</blockquote><p>海外市场</p><p>1、鲍威尔拒绝更激进,美股集体收高!纳指暴涨逾3%</p><p>美联储加息50个基点,同时宣布从6月开始渐进式缩表;鲍威尔对经济软着陆强调信心。美股三大指数大幅收涨,纳指涨3.19%,标普500指数涨2.99%,道指涨2.81%。</p><p>大型科技股普涨,<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>涨超5%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超4%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超3%。银行股集体上涨,花旗集团、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>涨超4%,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>涨超3%。</p><p>2、热门中概股周三收盘大多走高 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%</p><p>热门中概股周三收盘大多走高,纳斯达克中国金龙指数收高2.29%。</p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨近11%,爱奇艺涨超7%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>涨超3%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近3%,雾芯科技涨超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨超1%;一起教育跌超12%,<a href=\"https://laohu8.com/S/RYB\">红黄蓝</a>跌超4%,<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>跌近2%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近3%。</p><p>3、欧洲股市收盘普跌 法国股市跌1.24%</p><p>德国DAX30指数跌0.49%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.9%,法国CAC40指数跌1.24%,欧洲斯托克50指数跌0.96%。</p><p>4、周三美油收高5.3%布油涨4.9% 欧盟将逐步停用俄罗斯原油</p><p>欧盟提议逐步停用俄罗斯原油,推动油价上涨。</p><p>最红,纽交所6月交割的WTI期货价格上涨5.40美元,涨幅为5.3%,收于每桶107.81美元。欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>7月交割的布伦特原油期货价格上涨5.17美元,涨幅为4.9%,收于每桶110.14美元。</p><p>5、纽约黄金期货周三小幅收跌 鲍威尔讲话后反弹</p><p>纽约黄金期货价格周三小幅收跌。在美联储主席鲍威尔排除了单次加息75个基点的可能性后,电子交易盘中的黄金期货价格反弹。</p><p>纽约商品交易所6月交割的黄金期货价格下跌1.80美元,跌幅不到0.1%,收于每盎司1868.80美元。鲍威尔讲话后,电子交易盘中的黄金期货价格回升至1873美元。</p><p>6、鲍威尔摊牌美联储选项 美元创下一个月最大跌幅</p><p>美元创一个月来最大跌幅,因多头平仓,此前美联储主席鲍威尔淡化了加息75个基点的可能性,说明美联储在抗通胀方面可能选择不冒进。</p><p>欧元兑美元在1.06美元上方、美元兑日元在129日元下方触发美元止损卖盘,在更低美元水平有更多止损盘。随着2年期国债收益率下跌,ICE美元指数跌至一周低点。</p><p>国际宏观</p><p>1、一文看懂美联储利率决议:如期加息50个基点 公布缩表计划</p><p>美联储凌晨宣布5月利率决议,本次会议加息50个基点,将联邦基金利率目标区间提升至0.75%-1%。6月开始缩表至多475亿美元,3个月后上限达到每月950亿美元。</p><p>2、美国财长耶伦无视经济学家的衰退预测 仍强调可实现软着陆</p><p>耶伦周三接受采访时称,“我相信未来一年我们将看到稳健的增长,美联储需要足够精明且幸运,但我相信他们可以做到这一点”。</p><p>多位经济学家预测,随着美联储加息,2023年将出现经济衰退。但耶伦表示,“软着陆是可能的。”</p><p>3、ADP数据显示美国企业4月新增就业人数24.7万 远低于预期</p><p>美国企业4月份新增员工数量创出经济从疫情中复苏以来最低,凸显出在劳动力市场紧张的情况下,小公司在增加人手方面持续面临挑战。</p><p>ADP Research Institute周三发布的数据显示,4月份企业就业人数增加了24.7万人,3月的数据修正后为增加47.9万人。接受调查的经济学家的预测中值为增加38.3万。</p><p>4、欧委会提议年底前全面禁止进口俄石油:杀敌一千,自损八百</p><p>欧盟委员会主席冯德莱恩5月4日在欧洲议会全体会议上表示,继俄罗斯煤炭进口禁令后,下一个制裁对象将是俄罗斯石油。“这并不容易,因为一些成员国严重依赖俄罗斯石油,但我们只需要为之努力。”她说,欧委会提议将制裁范围扩大至俄石油出口,这将是面向所有俄罗斯石油,包括海运和管道运输、覆盖从原油到精炼石油产品的全面进口禁令。</p><p>5、美国3月份贸易逆差创历史新高 商品进口额大增</p><p>美国3月份贸易逆差扩大至纪录高位,反映出企业依赖外国生产商来满足国内的强劲需求,导致进口激增。</p><p>美国商务部周三公布的数据显示,3月份商品和服务贸易逆差扩大22.3%至1,098亿美元。接受彭博调查的经济学家的预测中值为逆差1,071亿美元。上述数字没有经过通胀调整。</p><p>6、美国国务卿布林肯感染新冠病毒</p><p>当地时间4日下午,在美国国务院例行记者会上,美国国务院新闻发言人内德·普莱斯表示,美国国务卿布林肯感染新冠病毒,目前有轻微相关症状,将会居家办公5天。</p><p>市场观点</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>:预计美股有两位数上涨空间</p><p>高盛首席全球股票策略师Peter Oppenheime表示,虽然市场情绪非常负面,但除非出现严重的经济衰退,否则股市下跌空间有限,特别是考虑到实际利率还是负数。</p><p>“我们相对看涨股市,预计多数股市未来12个月有合理的上行空间,达到温和的两位数,因为我们认为投资者关注的一些紧张局势以及关于利率的一些不确定性将见顶,对经济疲软程度的担忧将开始消退,”Oppenheimer说尽管市场遭到抛售,但风险资产的表现“非常好”,目前的一些通胀是暂时的,将开始放缓,特别是大宗商品价格。他称通胀正在企稳,高于全球金融危机后的水平;问题是,在通胀低于当前但高于过去很多年的情况下,利率的合适水平是多少。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2232079124\" target=\"_blank\">英特尔:收购GPU技术厂商Siru Innovations</a></p><p>英特尔宣布,收购了芬兰Siru Innovations公司,以进一步增强其GPU技术能力。</p><p>2、<a href=\"https://laohu8.com/NW/2232901234\" target=\"_blank\">苹果或因垄断面临超2400亿元罚款</a></p><p>近日消息,欧盟反垄断监管机构正式指控美国苹果公司限制竞争对手使用其移动支付技术,苹果公司因此可能面临巨额罚款。据路透社报道,如果这一指控成立,苹果将面临高达其全球年营业额10%的巨额罚款,按上一财年的营业额数据估算约为366亿美元(约合人民币2418.64亿元)。不过路透社的报道也指出,欧盟的相关处罚此前很少按上限处罚标准执行。</p><p>3、<a href=\"https://laohu8.com/NW/2232090336\" target=\"_blank\">马斯克批评苹果抽成是对互联网收税:比应有的高了10倍</a></p><p>5月4日消息,特斯拉CEO埃隆-马斯克周二在推特上对一篇关于欧盟对苹果最新反垄断指控的报道作出回应,再次批评苹果应用商店的收费政策,称这等于对整个互联网收取30%的税,并称该费用“比应有的高了10倍”。</p><p>4、<a href=\"https://laohu8.com/NW/2233833050\" target=\"_blank\">纽交所母公司将以131亿美元估值收购Black Knight</a></p><p>周三尾盘阶段,纽交所母公司洲际交易所宣布,将以“现金+股票”的形式收购软件和数据分析公司Black Knight,对应估值达到131亿美元,对应每股85美元的收购价较周二收盘价溢价近34%。Black Knight为房地产和住房金融市场提供软件、数据和分析解决方案的集成生态系统。Black Knight周三收涨14.47%。</p><p>5、<a href=\"https://laohu8.com/NW/2233311008\" target=\"_blank\">伯克希尔哈撒韦股东以压倒性票数支持巴菲特继续担任董事长</a></p><p>据路透报道,伯克希尔哈撒韦股东以接近9比1的比例投票支持巴菲特继续兼任董事长和首席执行官。伯克希尔哈撒韦的所有其他董事,包括巴菲特、副主席芒格、Greg Abel和Ajit Jai、以及首席独立董事Susan Decker都以超过86%的票数赢得了连任。</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 | 鲍威尔表态安抚市场,美股全线暴涨</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 鲍威尔表态安抚市场,美股全线暴涨\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\">2022-05-05 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①鲍威尔拒绝更激进,隔夜美股集体收高,纳指暴涨逾3%;②美油收高5.3%,布油涨4.9%,欧盟将逐步停用俄罗斯原油;③鲍威尔摊牌美联储选项,美元创下一个月最大跌幅。④美联储加息50个基点,6月起缩表,初始月额度475亿美元。</blockquote><p>海外市场</p><p>1、鲍威尔拒绝更激进,美股集体收高!纳指暴涨逾3%</p><p>美联储加息50个基点,同时宣布从6月开始渐进式缩表;鲍威尔对经济软着陆强调信心。美股三大指数大幅收涨,纳指涨3.19%,标普500指数涨2.99%,道指涨2.81%。</p><p>大型科技股普涨,<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>涨超5%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超4%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超3%。银行股集体上涨,花旗集团、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>涨超4%,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>涨超3%。</p><p>2、热门中概股周三收盘大多走高 <a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超7%</p><p>热门中概股周三收盘大多走高,纳斯达克中国金龙指数收高2.29%。</p><p><a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨近11%,爱奇艺涨超7%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>涨超3%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近3%,雾芯科技涨超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>涨超1%;一起教育跌超12%,<a href=\"https://laohu8.com/S/RYB\">红黄蓝</a>跌超4%,<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>跌近2%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超4%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近3%。</p><p>3、欧洲股市收盘普跌 法国股市跌1.24%</p><p>德国DAX30指数跌0.49%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.9%,法国CAC40指数跌1.24%,欧洲斯托克50指数跌0.96%。</p><p>4、周三美油收高5.3%布油涨4.9% 欧盟将逐步停用俄罗斯原油</p><p>欧盟提议逐步停用俄罗斯原油,推动油价上涨。</p><p>最红,纽交所6月交割的WTI期货价格上涨5.40美元,涨幅为5.3%,收于每桶107.81美元。欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>7月交割的布伦特原油期货价格上涨5.17美元,涨幅为4.9%,收于每桶110.14美元。</p><p>5、纽约黄金期货周三小幅收跌 鲍威尔讲话后反弹</p><p>纽约黄金期货价格周三小幅收跌。在美联储主席鲍威尔排除了单次加息75个基点的可能性后,电子交易盘中的黄金期货价格反弹。</p><p>纽约商品交易所6月交割的黄金期货价格下跌1.80美元,跌幅不到0.1%,收于每盎司1868.80美元。鲍威尔讲话后,电子交易盘中的黄金期货价格回升至1873美元。</p><p>6、鲍威尔摊牌美联储选项 美元创下一个月最大跌幅</p><p>美元创一个月来最大跌幅,因多头平仓,此前美联储主席鲍威尔淡化了加息75个基点的可能性,说明美联储在抗通胀方面可能选择不冒进。</p><p>欧元兑美元在1.06美元上方、美元兑日元在129日元下方触发美元止损卖盘,在更低美元水平有更多止损盘。随着2年期国债收益率下跌,ICE美元指数跌至一周低点。</p><p>国际宏观</p><p>1、一文看懂美联储利率决议:如期加息50个基点 公布缩表计划</p><p>美联储凌晨宣布5月利率决议,本次会议加息50个基点,将联邦基金利率目标区间提升至0.75%-1%。6月开始缩表至多475亿美元,3个月后上限达到每月950亿美元。</p><p>2、美国财长耶伦无视经济学家的衰退预测 仍强调可实现软着陆</p><p>耶伦周三接受采访时称,“我相信未来一年我们将看到稳健的增长,美联储需要足够精明且幸运,但我相信他们可以做到这一点”。</p><p>多位经济学家预测,随着美联储加息,2023年将出现经济衰退。但耶伦表示,“软着陆是可能的。”</p><p>3、ADP数据显示美国企业4月新增就业人数24.7万 远低于预期</p><p>美国企业4月份新增员工数量创出经济从疫情中复苏以来最低,凸显出在劳动力市场紧张的情况下,小公司在增加人手方面持续面临挑战。</p><p>ADP Research Institute周三发布的数据显示,4月份企业就业人数增加了24.7万人,3月的数据修正后为增加47.9万人。接受调查的经济学家的预测中值为增加38.3万。</p><p>4、欧委会提议年底前全面禁止进口俄石油:杀敌一千,自损八百</p><p>欧盟委员会主席冯德莱恩5月4日在欧洲议会全体会议上表示,继俄罗斯煤炭进口禁令后,下一个制裁对象将是俄罗斯石油。“这并不容易,因为一些成员国严重依赖俄罗斯石油,但我们只需要为之努力。”她说,欧委会提议将制裁范围扩大至俄石油出口,这将是面向所有俄罗斯石油,包括海运和管道运输、覆盖从原油到精炼石油产品的全面进口禁令。</p><p>5、美国3月份贸易逆差创历史新高 商品进口额大增</p><p>美国3月份贸易逆差扩大至纪录高位,反映出企业依赖外国生产商来满足国内的强劲需求,导致进口激增。</p><p>美国商务部周三公布的数据显示,3月份商品和服务贸易逆差扩大22.3%至1,098亿美元。接受彭博调查的经济学家的预测中值为逆差1,071亿美元。上述数字没有经过通胀调整。</p><p>6、美国国务卿布林肯感染新冠病毒</p><p>当地时间4日下午,在美国国务院例行记者会上,美国国务院新闻发言人内德·普莱斯表示,美国国务卿布林肯感染新冠病毒,目前有轻微相关症状,将会居家办公5天。</p><p>市场观点</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>:预计美股有两位数上涨空间</p><p>高盛首席全球股票策略师Peter Oppenheime表示,虽然市场情绪非常负面,但除非出现严重的经济衰退,否则股市下跌空间有限,特别是考虑到实际利率还是负数。</p><p>“我们相对看涨股市,预计多数股市未来12个月有合理的上行空间,达到温和的两位数,因为我们认为投资者关注的一些紧张局势以及关于利率的一些不确定性将见顶,对经济疲软程度的担忧将开始消退,”Oppenheimer说尽管市场遭到抛售,但风险资产的表现“非常好”,目前的一些通胀是暂时的,将开始放缓,特别是大宗商品价格。他称通胀正在企稳,高于全球金融危机后的水平;问题是,在通胀低于当前但高于过去很多年的情况下,利率的合适水平是多少。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2232079124\" target=\"_blank\">英特尔:收购GPU技术厂商Siru Innovations</a></p><p>英特尔宣布,收购了芬兰Siru Innovations公司,以进一步增强其GPU技术能力。</p><p>2、<a href=\"https://laohu8.com/NW/2232901234\" target=\"_blank\">苹果或因垄断面临超2400亿元罚款</a></p><p>近日消息,欧盟反垄断监管机构正式指控美国苹果公司限制竞争对手使用其移动支付技术,苹果公司因此可能面临巨额罚款。据路透社报道,如果这一指控成立,苹果将面临高达其全球年营业额10%的巨额罚款,按上一财年的营业额数据估算约为366亿美元(约合人民币2418.64亿元)。不过路透社的报道也指出,欧盟的相关处罚此前很少按上限处罚标准执行。</p><p>3、<a href=\"https://laohu8.com/NW/2232090336\" target=\"_blank\">马斯克批评苹果抽成是对互联网收税:比应有的高了10倍</a></p><p>5月4日消息,特斯拉CEO埃隆-马斯克周二在推特上对一篇关于欧盟对苹果最新反垄断指控的报道作出回应,再次批评苹果应用商店的收费政策,称这等于对整个互联网收取30%的税,并称该费用“比应有的高了10倍”。</p><p>4、<a href=\"https://laohu8.com/NW/2233833050\" target=\"_blank\">纽交所母公司将以131亿美元估值收购Black Knight</a></p><p>周三尾盘阶段,纽交所母公司洲际交易所宣布,将以“现金+股票”的形式收购软件和数据分析公司Black Knight,对应估值达到131亿美元,对应每股85美元的收购价较周二收盘价溢价近34%。Black Knight为房地产和住房金融市场提供软件、数据和分析解决方案的集成生态系统。Black Knight周三收涨14.47%。</p><p>5、<a href=\"https://laohu8.com/NW/2233311008\" target=\"_blank\">伯克希尔哈撒韦股东以压倒性票数支持巴菲特继续担任董事长</a></p><p>据路透报道,伯克希尔哈撒韦股东以接近9比1的比例投票支持巴菲特继续兼任董事长和首席执行官。伯克希尔哈撒韦的所有其他董事,包括巴菲特、副主席芒格、Greg Abel和Ajit Jai、以及首席独立董事Susan Decker都以超过86%的票数赢得了连任。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","SSO":"两倍做多标普500ETF","SPY":"标普500ETF","QLD":"纳指两倍做多ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","DDM":"道指两倍做多ETF","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162262955","content_text":"摘要:①鲍威尔拒绝更激进,隔夜美股集体收高,纳指暴涨逾3%;②美油收高5.3%,布油涨4.9%,欧盟将逐步停用俄罗斯原油;③鲍威尔摊牌美联储选项,美元创下一个月最大跌幅。④美联储加息50个基点,6月起缩表,初始月额度475亿美元。海外市场1、鲍威尔拒绝更激进,美股集体收高!纳指暴涨逾3%美联储加息50个基点,同时宣布从6月开始渐进式缩表;鲍威尔对经济软着陆强调信心。美股三大指数大幅收涨,纳指涨3.19%,标普500指数涨2.99%,道指涨2.81%。大型科技股普涨,Meta Platforms涨超5%,苹果、谷歌A、特斯拉涨超4%,英特尔、英伟达涨超3%。银行股集体上涨,花旗集团、美国银行、摩根士丹利、富国银行涨超4%,摩根大通涨超3%。2、热门中概股周三收盘大多走高 爱奇艺涨超7%热门中概股周三收盘大多走高,纳斯达克中国金龙指数收高2.29%。晶科能源涨近11%,爱奇艺涨超7%,拼多多、百度、金山云、汽车之家涨超3%,哔哩哔哩涨近3%,雾芯科技涨超2%,阿里巴巴、网易、京东涨超1%;一起教育跌超12%,红黄蓝跌超4%,BOSS直聘跌近2%。新能源汽车股中,小鹏汽车涨超4%,蔚来汽车涨超3%,理想汽车涨近3%。3、欧洲股市收盘普跌 法国股市跌1.24%德国DAX30指数跌0.49%,英国富时100指数跌0.9%,法国CAC40指数跌1.24%,欧洲斯托克50指数跌0.96%。4、周三美油收高5.3%布油涨4.9% 欧盟将逐步停用俄罗斯原油欧盟提议逐步停用俄罗斯原油,推动油价上涨。最红,纽交所6月交割的WTI期货价格上涨5.40美元,涨幅为5.3%,收于每桶107.81美元。欧洲洲际交易所7月交割的布伦特原油期货价格上涨5.17美元,涨幅为4.9%,收于每桶110.14美元。5、纽约黄金期货周三小幅收跌 鲍威尔讲话后反弹纽约黄金期货价格周三小幅收跌。在美联储主席鲍威尔排除了单次加息75个基点的可能性后,电子交易盘中的黄金期货价格反弹。纽约商品交易所6月交割的黄金期货价格下跌1.80美元,跌幅不到0.1%,收于每盎司1868.80美元。鲍威尔讲话后,电子交易盘中的黄金期货价格回升至1873美元。6、鲍威尔摊牌美联储选项 美元创下一个月最大跌幅美元创一个月来最大跌幅,因多头平仓,此前美联储主席鲍威尔淡化了加息75个基点的可能性,说明美联储在抗通胀方面可能选择不冒进。欧元兑美元在1.06美元上方、美元兑日元在129日元下方触发美元止损卖盘,在更低美元水平有更多止损盘。随着2年期国债收益率下跌,ICE美元指数跌至一周低点。国际宏观1、一文看懂美联储利率决议:如期加息50个基点 公布缩表计划美联储凌晨宣布5月利率决议,本次会议加息50个基点,将联邦基金利率目标区间提升至0.75%-1%。6月开始缩表至多475亿美元,3个月后上限达到每月950亿美元。2、美国财长耶伦无视经济学家的衰退预测 仍强调可实现软着陆耶伦周三接受采访时称,“我相信未来一年我们将看到稳健的增长,美联储需要足够精明且幸运,但我相信他们可以做到这一点”。多位经济学家预测,随着美联储加息,2023年将出现经济衰退。但耶伦表示,“软着陆是可能的。”3、ADP数据显示美国企业4月新增就业人数24.7万 远低于预期美国企业4月份新增员工数量创出经济从疫情中复苏以来最低,凸显出在劳动力市场紧张的情况下,小公司在增加人手方面持续面临挑战。ADP Research Institute周三发布的数据显示,4月份企业就业人数增加了24.7万人,3月的数据修正后为增加47.9万人。接受调查的经济学家的预测中值为增加38.3万。4、欧委会提议年底前全面禁止进口俄石油:杀敌一千,自损八百欧盟委员会主席冯德莱恩5月4日在欧洲议会全体会议上表示,继俄罗斯煤炭进口禁令后,下一个制裁对象将是俄罗斯石油。“这并不容易,因为一些成员国严重依赖俄罗斯石油,但我们只需要为之努力。”她说,欧委会提议将制裁范围扩大至俄石油出口,这将是面向所有俄罗斯石油,包括海运和管道运输、覆盖从原油到精炼石油产品的全面进口禁令。5、美国3月份贸易逆差创历史新高 商品进口额大增美国3月份贸易逆差扩大至纪录高位,反映出企业依赖外国生产商来满足国内的强劲需求,导致进口激增。美国商务部周三公布的数据显示,3月份商品和服务贸易逆差扩大22.3%至1,098亿美元。接受彭博调查的经济学家的预测中值为逆差1,071亿美元。上述数字没有经过通胀调整。6、美国国务卿布林肯感染新冠病毒当地时间4日下午,在美国国务院例行记者会上,美国国务院新闻发言人内德·普莱斯表示,美国国务卿布林肯感染新冠病毒,目前有轻微相关症状,将会居家办公5天。市场观点高盛:预计美股有两位数上涨空间高盛首席全球股票策略师Peter Oppenheime表示,虽然市场情绪非常负面,但除非出现严重的经济衰退,否则股市下跌空间有限,特别是考虑到实际利率还是负数。“我们相对看涨股市,预计多数股市未来12个月有合理的上行空间,达到温和的两位数,因为我们认为投资者关注的一些紧张局势以及关于利率的一些不确定性将见顶,对经济疲软程度的担忧将开始消退,”Oppenheimer说尽管市场遭到抛售,但风险资产的表现“非常好”,目前的一些通胀是暂时的,将开始放缓,特别是大宗商品价格。他称通胀正在企稳,高于全球金融危机后的水平;问题是,在通胀低于当前但高于过去很多年的情况下,利率的合适水平是多少。公司新闻1、英特尔:收购GPU技术厂商Siru Innovations英特尔宣布,收购了芬兰Siru Innovations公司,以进一步增强其GPU技术能力。2、苹果或因垄断面临超2400亿元罚款近日消息,欧盟反垄断监管机构正式指控美国苹果公司限制竞争对手使用其移动支付技术,苹果公司因此可能面临巨额罚款。据路透社报道,如果这一指控成立,苹果将面临高达其全球年营业额10%的巨额罚款,按上一财年的营业额数据估算约为366亿美元(约合人民币2418.64亿元)。不过路透社的报道也指出,欧盟的相关处罚此前很少按上限处罚标准执行。3、马斯克批评苹果抽成是对互联网收税:比应有的高了10倍5月4日消息,特斯拉CEO埃隆-马斯克周二在推特上对一篇关于欧盟对苹果最新反垄断指控的报道作出回应,再次批评苹果应用商店的收费政策,称这等于对整个互联网收取30%的税,并称该费用“比应有的高了10倍”。4、纽交所母公司将以131亿美元估值收购Black Knight周三尾盘阶段,纽交所母公司洲际交易所宣布,将以“现金+股票”的形式收购软件和数据分析公司Black Knight,对应估值达到131亿美元,对应每股85美元的收购价较周二收盘价溢价近34%。Black Knight为房地产和住房金融市场提供软件、数据和分析解决方案的集成生态系统。Black Knight周三收涨14.47%。5、伯克希尔哈撒韦股东以压倒性票数支持巴菲特继续担任董事长据路透报道,伯克希尔哈撒韦股东以接近9比1的比例投票支持巴菲特继续兼任董事长和首席执行官。伯克希尔哈撒韦的所有其他董事,包括巴菲特、副主席芒格、Greg Abel和Ajit Jai、以及首席独立董事Susan Decker都以超过86%的票数赢得了连任。","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080263095,"gmtCreate":1649893618427,"gmtModify":1676534599247,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080263095","repostId":"2227126296","repostType":4,"repost":{"id":"2227126296","kind":"highlight","pubTimestamp":1649891502,"share":"https://ttm.financial/m/news/2227126296?lang=&edition=fundamental","pubTime":"2022-04-14 07:11","market":"hk","language":"zh","title":"消息称Meta将于2024年推出第一代AR眼镜","url":"https://stock-news.laohu8.com/highlight/detail?id=2227126296","media":"新浪科技","summary":"新浪科技讯 北京时间4月13日晚间消息,据报道,知情人士今日称,Facebook母公司Meta计划在2024年之前推出第一代AR 眼镜。 2026年,Meta将推出第二代产品,重量方面要更轻,设计将更先进。2028年Meta还将推出更完善的第三代产品。 知情人士称,Meta的AR眼镜项目被称为“Project Nazare”,将独立于手机而工作,意味着无需借助手机的计算能力。 据预计,Meta第一代AR眼镜的销量不会很高,预计只有几万部左右。 对此,Meta发言人拒绝发表评论。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间4月13日晚间消息,据报道,知情人士今日称,Facebook母公司Meta计划在2024年之前推出第一代AR(增强现实)眼镜。</p><p>2026年,Meta将推出第二代产品,重量方面要更轻,设计将更先进。2028年Meta还将推出更完善的第三代产品。</p><p>知情人士称,Meta的AR眼镜项目被称为“Project Nazare”,将独立于手机而工作,意味着无需借助手机的计算能力。</p><p>据预计,Meta第一代AR眼镜的销量不会很高,预计只有几万部左右。</p><p>知情人士称,除了AR眼镜,Meta 2024年还将推出一款<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜,需要与手机配对使用。</p><p>对此,Meta发言人拒绝发表评论。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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消息称Meta将于2024年推出第一代AR眼镜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 07:11 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-04-14/doc-imcwipii4123352.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 北京时间4月13日晚间消息,据报道,知情人士今日称,Facebook母公司Meta计划在2024年之前推出第一代AR(增强现实)眼镜。2026年,Meta将推出第二代产品,重量方面要更轻,设计将更先进。2028年Meta还将推出更完善的第三代产品。知情人士称,Meta的AR眼镜项目被称为“Project Nazare”,将独立于手机而工作,意味着无需借助手机的计算能力。据预计,Meta...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-04-14/doc-imcwipii4123352.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/c6d0df826bfabac1af5600578c7a604b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-04-14/doc-imcwipii4123352.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2227126296","content_text":"新浪科技讯 北京时间4月13日晚间消息,据报道,知情人士今日称,Facebook母公司Meta计划在2024年之前推出第一代AR(增强现实)眼镜。2026年,Meta将推出第二代产品,重量方面要更轻,设计将更先进。2028年Meta还将推出更完善的第三代产品。知情人士称,Meta的AR眼镜项目被称为“Project Nazare”,将独立于手机而工作,意味着无需借助手机的计算能力。据预计,Meta第一代AR眼镜的销量不会很高,预计只有几万部左右。知情人士称,除了AR眼镜,Meta 2024年还将推出一款智能眼镜,需要与手机配对使用。对此,Meta发言人拒绝发表评论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006724450,"gmtCreate":1641856314479,"gmtModify":1676533654041,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006724450","repostId":"1137410887","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008279757,"gmtCreate":1641474032587,"gmtModify":1676533618673,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008279757","repostId":"1118721713","repostType":4,"repost":{"id":"1118721713","kind":"news","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1641472071,"share":"https://ttm.financial/m/news/1118721713?lang=&edition=fundamental","pubTime":"2022-01-06 20:27","market":"us","language":"zh","title":"100亿砸向腾讯!美国最大公共养老金年报曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1118721713","media":"中国基金报","summary":"2022年1月6日,美国最大公共养老金CalPERS公布2020-2021财年报告。CalPERS全称为California Public Employee Retirement System-美国加","content":"<div>\n<p>2022年1月6日,美国最大公共养老金CalPERS公布2020-2021财年报告。CalPERS全称为California Public Employee Retirement System-美国加州公共雇员养老基金,于1932年建立,为州政府和其它公共部门雇员管理和提供退休养老金,覆盖州、市、县政府雇员以及学校的非教师雇员。截至2021年6月底,养老基金依照公允价值计规模约4850亿美元,折合...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>100亿砸向腾讯!美国最大公共养老金年报曝光</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n100亿砸向腾讯!美国最大公共养老金年报曝光\n</h2>\n\n<h4 class=\"meta\">\n\n2022-01-06 20:27 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022年1月6日,美国最大公共养老金CalPERS公布2020-2021财年报告。CalPERS全称为California Public Employee Retirement System-美国加州公共雇员养老基金,于1932年建立,为州政府和其它公共部门雇员管理和提供退休养老金,覆盖州、市、县政府雇员以及学校的非教师雇员。截至2021年6月底,养老基金依照公允价值计规模约4850亿美元,折合...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d6343807e194b6b186ba48b4d7c4ff25","relate_stocks":{"00700":"腾讯控股","BK1521":"挪威政府全球养老基金持仓","BK1589":"北水核心资产","BK4077":"互动媒体与服务","BK1095":"互动媒体与服务","BK1586":"云计算","TCEHY":"腾讯控股ADR","BK1531":"手游股","BK1517":"云办公","BK1502":"双十一","BK1608":"元宇宙概念","BK1526":"科网股","BK1591":"就地过年概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118721713","content_text":"2022年1月6日,美国最大公共养老金CalPERS公布2020-2021财年报告。CalPERS全称为California Public Employee Retirement System-美国加州公共雇员养老基金,于1932年建立,为州政府和其它公共部门雇员管理和提供退休养老金,覆盖州、市、县政府雇员以及学校的非教师雇员。截至2021年6月底,养老基金依照公允价值计规模约4850亿美元,折合三万亿元人民币。年报封面来源:年报目前,加州公共雇员养老基金的覆盖率为82%,较2019-2020财年底的70.6%显著上升。覆盖率是当前基金资产与今后一段时间内养老支出之间的比值,代表养老基金的偿付能力。数据显示,2020-2021财年CalPERS偿付能力有所增强。而偿付能力持续增强需要CalPERS维持一定的收益水平。目前,CalPERS的长期预期年回报为7%左右。只有达到这一收益水平,基金才能为覆盖的会员提供稳定的养老金收入。只不过,作为“美国公务员养老金”,CalPERS难免受政治因素干扰,为基金投资带来很多不确定性因素。公开市场股权投资占比近50%根据CalPERS年报整理截至2021年6月底,基金以公开市场股权和固定收益投资为主。此外,房地产和私募股权投资合计也在基金资产中占有相当比重。最后,基金组合中还有一部分的短期限投资品(包含现金管理工具等)。由于公开市场股权投资占比较高,基金与全球股市尤其是美国股市的相关性比较高。基金近期的表现来源:基金年报基金的表现怎么样,我们一起来看看。2020-2021财年基金费后收益21.3%,参照基准同期回报在21.7%-27.4%之间。基金三年平均年化净收益在10.7%,参照基准同期回报在10.8%-11.8%之间。基金五年平均年化净收益在10.3%,参照基准同期回报在10.5%-11.6%之间。基金10年平均年化净回报在8.5%,参照基准在8.5%-9.3%之间。分类别来看,公开市场股权2020-2021财年回报为36.3%,私募股权2020-2021财年回报为43.8%,固定收益2020-2021财年亏损为0.1%,房地产2020-2021财年回报为2.6%。其中,除了私募股权,其余资产类别都略超基准表现。持有腾讯市值超100亿元来源:基金年报截至2021年6月底,基金前十大重仓股为微软、苹果公司、亚马逊、强生、脸书A类股、谷歌母公司AlphabetA类股、台积电、谷歌母公司AlphabetC类股、腾讯控股。其中持有腾讯控股市值约16.25亿美元,折合103.58亿元人民币。作为大型机构投资者,CalPERS已于11月向美国证交会提交了三季度末的美股持仓数据,但由于腾讯这样在其它市场上市的股票不在披露范围。与鼎晖、赛富等合作进行私募股权投资CalPERS和其它大型机构投资者一样近年来致力于增加私募股权投资。在低收益、通胀正抬升的今天,私募股权被很多大型养老金、捐赠基金当成挽救收益的“救命稻草”。私募股权资产与公开市场波动相关性低,它可以分散风险,降低组合的波动率。知名私募股权基金似乎也是“大金主”的“特权”。这些基金一般投资者很难投进去,大金主拥有品牌溢价,较其它投资者更有优势。在CalPERS合作的机构名单中,基金君发现了凯雷、KKR、橡树资本、黑石等知名私募股权巨头的名字,与此同时也发现了鼎晖、赛富旗下基金的影子。Marcie Frost来源:FT据英国“金融时报”报道,CalPERS首席执行官Marcie Frost介绍,在CalPERS最新制定的四年计划中,董事会允许,基金的私募股权投资占比最高可达13%,过去这一比例是在5%。2020-2021财年私募股权和私募债合计占比为9%。与此同时,董事会允许基金适当调低公开市场投资,例如,将公开市场股权投资占比从50%降至42%。尽管致力于提升私募股权投资占比,但是为了压缩管理费支出,CalPERS也在培养内部团队,尽量降低对外部管理人的依赖。不仅如此,Marcie Frost还透露因为对冲基金收费太高,CalPERS暂不考虑投资对冲基金。十大理念引导投资对于大型的养老金而言,正确理念引导下的战略配置决定了基金的长期收益。来自“对外经贸大学”的一份研究报告显示,CalPERS投资委员会制定了多元化战略投资组合并提出了十大投资理念,其中投资范围包含了股票、债券、现金、不动产、商品等。这10大投资理念如下:1、资产结构的决定必须要考虑负债:要保证足够支付承诺的资金;由于其本身具有的大量现金以及通胀敏感性负债,资产中现金和对冲通货膨胀的资产应该是该基金投资策略的重要组成部分;合理平衡收入与回报;保证足够的流动性。2、长期投资:要为后几代成员和纳税人考虑;多考虑作出长期投资行为的影响;多考虑规范化程度高的市场;投资非流动性资产要在适当收益情况下多考虑非流动性风险等。3、基金的投资决策应该反映更广泛的利益相关者的意见。4、长期价值创造需要有效管理三种资本形式:财政、物质和人力。5、基金必须明确其投资目标和绩效指标,并确保其执行明确的问责。6、战略资产配置是投资组合风险和收益的主要决定因素。7、只有拥有很高的信心会获取收益时,才会增加风险。8、成本是重要的,需要得到有效的管理。9、风险投资是多方面的,不能完全通过如波动或跟踪误差的措施捕获风险。10、未来投资目标的实现需要强大的流程和团队合作和深部资源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185859706,"gmtCreate":1623642613405,"gmtModify":1704207650162,"author":{"id":"3581734335259975","authorId":"3581734335259975","name":"aquariusfung","avatar":"https://static.tigerbbs.com/98525d98a13727de2f19108d05193384","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734335259975","authorIdStr":"3581734335259975"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185859706","repostId":"2142250206","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}