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招财进宝的我

招财进宝的我

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招财进宝的我

2023-04-25

yes//@SPACE ROCKET: Imho, price cuts are good. For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts ->more people buy Tesla -> more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -> Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -> Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️

Cheaper Teslas Are Hurting Profits, but Elon Musk Plans to Keep Slashing Prices. Here's Why

招财进宝的我

2023-04-15

Great game, quickly join now

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

招财进宝的我

2021-06-26

good

券商研报：公司是国内绝对龙头！公司回应：我真不是！

招财进宝的我

2021-06-22

good

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For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts -&gt;more people buy Tesla -&gt; more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -&gt; Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -&gt; Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️","listText":"yes//<a href=\"https://laohu8.com/U/3506208127446332\">@SPACE</a> ROCKET: Imho, price cuts are good. For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts -&gt;more people buy Tesla -&gt; more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -&gt; Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -&gt; Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️","text":"yes//@SPACE ROCKET: Imho, price cuts are good. For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts ->more people buy Tesla -> more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -> Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -> Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9947040192","repostId":"1108328921","repostType":2,"repost":{"id":"1108328921","kind":"news","pubTimestamp":1682387142,"share":"https://ttm.financial/m/news/1108328921?lang=&edition=fundamental","pubTime":"2023-04-25 09:45","market":"us","language":"en","title":"Cheaper Teslas Are Hurting Profits, but Elon Musk Plans to Keep Slashing Prices. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1108328921","media":"Business Insider","summary":"Tesla's profit margins plunged last quarter after the EV maker made aggressive price cuts.On an earn","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c40b048d46fb1ecb7211b218eb945041\" alt=\"\" title=\"\" tg-width=\"705\" tg-height=\"397\"/></p><ul><li><p>Tesla&#39;s profit margins plunged last quarter after the EV maker made aggressive price cuts.</p></li></ul><ul><li><p>On an earnings call, CEO Elon Musk said he&#39;d push ahead with the strategy.</p></li><li><p>Musk could sacrifice short-term profits to grow Tesla&#39;s market share.</p></li></ul><p>Tesla disappointed its shareholders on April 19 when it revealed how its aggressive price cuts have affected its business.</p><p>The carmaker started slashing the price of its Model Y SUV and Model 3 sedan in January — and its latest earnings report showed that profit margins have fallen dramatically over the past quarter.</p><p>In a call with investors, CEO Elon Musk hinted that he&#39;ll push ahead with the strategy in a bid to lure customers away from traditional automakers and EV rivals.</p><p>But analysts have warned that Tesla may have to sacrifice its short-term financials to boost its market share — and it might be too early to say whether the price war will help or backfire.</p><h2>Disappointing earnings</h2><p>Tesla has cut prices six times this year.</p><p>The entry-level Model 3 now costs less than $40,000, down from $62,990 at the start of the year. The Model S and Model X are also 20% cheaper than they were at the beginning of 2023, even after Tesla raised US prices Thursday.</p><p>But these cuts have eaten into Tesla&#39;s profit margins. In Wednesday&#39;s earnings report, the company disclosed that its profit had plunged 24% year-on-year to just over $2.5 billion.</p><p>Shares fell nearly 10% at Thursday&#39;s market close, wiping out $56 billion worth of valuation — a figure higher than Ford&#39;s market cap.</p><p>Wall Street had anticipated that margins would fall but traders were likely surprised at just how big the drop was, according to Morningstar equity analyst Seth Goldstein.</p><p>&#34;The extent of margin declines was below what I was expecting and what the market was expecting too,&#34; he told Insider. &#34;That&#39;s why we saw the stock sell-off, it was a reaction to that.&#34;</p><h2>Tesla wants market share</h2><p>In Wednesday&#39;s earnings call, Musk told investors that the company will put sales growth ahead of profit in a weak economy.</p><p>&#34;We&#39;ve taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and a higher margin,&#34; he said.</p><p>Musk&#39;s willingness to pursue a strategy that is hitting profits suggests he might be eyeing a market occupied by legacy automakers. Ford was one of the only traditional automakers to respond to Tesla&#39;s cuts in January, dropping the price of its Mustang Mach-E, but it has not made further reductions.</p><p>While price competition isn&#39;t uncommon in the auto industry, car companies might struggle to match the size of Tesla&#39;s cuts without hurting their own profit margins.</p><p>&#34;I think legacy automakers are left scrambling right now — do they cut prices, or do they sell fewer EVs at a higher price to preserve profits? They&#39;re faced with a choice between cutting prices or hurting profits even more. That makes for an interesting scenario in terms of how they respond,&#34; Goldstein said.</p><h2>Musk&#39;s cost-cutting could boost margins long-term</h2><p>Tesla&#39;s margins fell last quarter because price cuts ate away at revenue, but margins could rebound if Musk manages to cut costs.</p><p>Musk and other executives said Tesla would bring in innovative manufacturing techniques and use smaller factories in a presentation on March 1. The EV maker is also rumored to be developing a cheaper model, expected to cost around $25,000.</p><p>&#34;They&#39;re passing these cost savings that they&#39;re making on to the consumer, whereas I think historically that would just be margin that would go into the books of the automaker,&#34; Caspar Rawles at Benchmark Mineral Intelligence, a price-reporting agency, previously told Insider.</p><p>&#34;But Elon alluded that they have a mandate to try and maintain a low sticker price for these vehicles, which obviously has been extremely challenging over the last couple of years with all of the supply chain problems that they faced,&#34; he added.</p><p>By slashing prices and aggressively cutting costs, Tesla is choosing to suffer short-term profit pain in exchange for growing its longer-term market share — but it will be a while before Musk can say whether that was the correct approach.</p><p>&#34;Right now, it looks like the company&#39;s competitive position is being prioritized over protecting profitability,&#34; AJ Bell investment director Russ Mould said Thursday. &#34;Only time will tell if that is the right move.&#34;</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>Cheaper Teslas Are Hurting Profits, but Elon Musk Plans to Keep Slashing Prices. 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Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-25 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/cheaper-teslas-hurting-profits-elon-150000305.html><strong>Business Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's profit margins plunged last quarter after the EV maker made aggressive price cuts.On an earnings call, CEO Elon Musk said he'd push ahead with the strategy.Musk could sacrifice short-term ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cheaper-teslas-hurting-profits-elon-150000305.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/cheaper-teslas-hurting-profits-elon-150000305.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108328921","content_text":"Tesla's profit margins plunged last quarter after the EV maker made aggressive price cuts.On an earnings call, CEO Elon Musk said he'd push ahead with the strategy.Musk could sacrifice short-term profits to grow Tesla's market share.Tesla disappointed its shareholders on April 19 when it revealed how its aggressive price cuts have affected its business.The carmaker started slashing the price of its Model Y SUV and Model 3 sedan in January — and its latest earnings report showed that profit margins have fallen dramatically over the past quarter.In a call with investors, CEO Elon Musk hinted that he'll push ahead with the strategy in a bid to lure customers away from traditional automakers and EV rivals.But analysts have warned that Tesla may have to sacrifice its short-term financials to boost its market share — and it might be too early to say whether the price war will help or backfire.Disappointing earningsTesla has cut prices six times this year.The entry-level Model 3 now costs less than $40,000, down from $62,990 at the start of the year. The Model S and Model X are also 20% cheaper than they were at the beginning of 2023, even after Tesla raised US prices Thursday.But these cuts have eaten into Tesla's profit margins. In Wednesday's earnings report, the company disclosed that its profit had plunged 24% year-on-year to just over $2.5 billion.Shares fell nearly 10% at Thursday's market close, wiping out $56 billion worth of valuation — a figure higher than Ford's market cap.Wall Street had anticipated that margins would fall but traders were likely surprised at just how big the drop was, according to Morningstar equity analyst Seth Goldstein.\"The extent of margin declines was below what I was expecting and what the market was expecting too,\" he told Insider. \"That's why we saw the stock sell-off, it was a reaction to that.\"Tesla wants market shareIn Wednesday's earnings call, Musk told investors that the company will put sales growth ahead of profit in a weak economy.\"We've taken a view that pushing for higher volumes and a larger fleet is the right choice here versus a lower volume and a higher margin,\" he said.Musk's willingness to pursue a strategy that is hitting profits suggests he might be eyeing a market occupied by legacy automakers. Ford was one of the only traditional automakers to respond to Tesla's cuts in January, dropping the price of its Mustang Mach-E, but it has not made further reductions.While price competition isn't uncommon in the auto industry, car companies might struggle to match the size of Tesla's cuts without hurting their own profit margins.\"I think legacy automakers are left scrambling right now — do they cut prices, or do they sell fewer EVs at a higher price to preserve profits? They're faced with a choice between cutting prices or hurting profits even more. That makes for an interesting scenario in terms of how they respond,\" Goldstein said.Musk's cost-cutting could boost margins long-termTesla's margins fell last quarter because price cuts ate away at revenue, but margins could rebound if Musk manages to cut costs.Musk and other executives said Tesla would bring in innovative manufacturing techniques and use smaller factories in a presentation on March 1. The EV maker is also rumored to be developing a cheaper model, expected to cost around $25,000.\"They're passing these cost savings that they're making on to the consumer, whereas I think historically that would just be margin that would go into the books of the automaker,\" Caspar Rawles at Benchmark Mineral Intelligence, a price-reporting agency, previously told Insider.\"But Elon alluded that they have a mandate to try and maintain a low sticker price for these vehicles, which obviously has been extremely challenging over the last couple of years with all of the supply chain problems that they faced,\" he added.By slashing prices and aggressively cutting costs, Tesla is choosing to suffer short-term profit pain in exchange for growing its longer-term market share — but it will be a while before Musk can say whether that was the correct approach.\"Right now, it looks like the company's competitive position is being prioritized over protecting profitability,\" AJ Bell investment director Russ Mould said Thursday. \"Only time will tell if that is the right move.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945493815,"gmtCreate":1681533819838,"gmtModify":1681533823001,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"Great game, quickly join now&nbsp;","listText":"Great game, quickly join now&nbsp;","text":"Great game, quickly join now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945493815","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125703025,"gmtCreate":1624689984267,"gmtModify":1703843738379,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/125703025","repostId":"1130236052","repostType":4,"repost":{"id":"1130236052","kind":"news","pubTimestamp":1624688929,"share":"https://ttm.financial/m/news/1130236052?lang=&edition=fundamental","pubTime":"2021-06-26 14:28","market":"sh","language":"zh","title":"券商研报：公司是国内绝对龙头！公司回应：我真不是！","url":"https://stock-news.laohu8.com/highlight/detail?id=1130236052","media":"中国证券报","summary":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深","content":"<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>券商研报：公司是国内绝对龙头！公司回应：我真不是！</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n券商研报：公司是国内绝对龙头！公司回应：我真不是！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 14:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价突然异动，当天上涨15.90%。就在部分券商上周末（6月19日-6月20日）发布其深度研报后，深圳瑞捷本周一（6月21日）开盘涨停。\n因连续大涨，深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源：公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称：“深圳瑞捷是第三方工程评估国内绝对龙头，目前已与百强地产中的73家地产商建立合作关系，业务范围涵盖500余个城市，过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设，加速全国化进程，进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间，有望成为未来第三方工程服务的白马企业。”\n\n来源：华西证券\n华西证券给出的目标价为116.37元，按研报出具时股价55.40元计算，预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称，“公司是国内绝对龙头（第二名人员规模仅为其41%），不同于工程监理、工程设计等传统建筑工程管理服务业务，第三方工程评估行业2010 年方才诞生，既没有法定资质或许可要求，也尚未形成地域分割、过度竞争的行业格局，客户在选择评估供应商时，主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选，这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家，超过75%订单通过客户直接委托获得（而非招投标），且该比例逐年提升，彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点，敬请广大投资者理性投资，注意风险。”\n上市公司赶忙澄清\nWind数据显示，深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%，而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函，要求其核实并说明前述报道的数据来源，相关报道是否准确，如否，需对前述报道作出澄清，并说明是否存在应披露未披露事项。\n24日晚间，深圳瑞捷回复称，“公司是第三方工程评估国内绝对龙头”相关报道不准确，并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一，且具有一定先发优势。”\n\n来源：公司公告\n关于股价短期内涨幅较大的原因，深圳瑞捷在公告中自称可能是因为“公司上市已超两个月，属于次新股企业，随着时间的推移，投资者逐步关注到公司，并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖，成交量屡破万亿，涨停的上市公司数量也随之增多，部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后，上海贝岭6月21日盘后在股票交易异常波动公告中称，“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示：上述预测为第三方预测，未经公司确认，相关信息以公司公告为准。”\n2020年，沪硅产业在科创板上市初期股价大涨，曾发布公告表示“公司上市以来未接受投资机构及证券公司调研，部分研究报告对公司业绩预测与公司历史业绩情况差异较大，对公司股价预计的依据不足，为其单方面预测，未经公司确认，相关信息以公司公告为准。”\n业内人士认为，研报不能哗众取宠，更不可刻意误导，作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后，以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则，分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120569726,"gmtCreate":1624328082065,"gmtModify":1703833610962,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/120569726","repostId":"2145508323","repostType":4,"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9947040192,"gmtCreate":1682402209016,"gmtModify":1682402213729,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"yes//<a href=\"https://laohu8.com/U/3506208127446332\">@SPACE</a> ROCKET: Imho, price cuts are good. For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts -&gt;more people buy Tesla -&gt; more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -&gt; Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -&gt; Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️","listText":"yes//<a href=\"https://laohu8.com/U/3506208127446332\">@SPACE</a> ROCKET: Imho, price cuts are good. For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts -&gt;more people buy Tesla -&gt; more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -&gt; Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -&gt; Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️","text":"yes//@SPACE ROCKET: Imho, price cuts are good. For one, it benefits the mass market and gives people the incentive to buy an EV car over regular cars (good for the environment, isn't this what we want and where we intend to head?) Plus, price cuts ->more people buy Tesla -> more people get a feel and taste of how driving a Tesla is like and may get hooked on it, leading to them being permanent Tesla converts -> Parents drive a Tesla, future kids likely will too, you'd have generations of people driving Tesla -> Musk can earn from all the nitty gritties involved with Tesla after-sales products. Short term pain but long term gain. Not sure why people can't see it 🤷‍♀️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9947040192","repostId":"1108328921","repostType":2,"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125703025,"gmtCreate":1624689984267,"gmtModify":1703843738379,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/125703025","repostId":"1130236052","repostType":4,"repost":{"id":"1130236052","kind":"news","pubTimestamp":1624688929,"share":"https://ttm.financial/m/news/1130236052?lang=&edition=fundamental","pubTime":"2021-06-26 14:28","market":"sh","language":"zh","title":"券商研报：公司是国内绝对龙头！公司回应：我真不是！","url":"https://stock-news.laohu8.com/highlight/detail?id=1130236052","media":"中国证券报","summary":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深","content":"<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>券商研报：公司是国内绝对龙头！公司回应：我真不是！</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券商研报：公司是国内绝对龙头！公司回应：我真不是！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 14:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日，创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称，媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉，此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致，对方将在一个月内完成研究报告替换，修正该部分描述。\n作为次新股，深圳瑞捷上市初期曾创下85.71元/股的历史最高价，然后陷入持续近两个月的阴跌，直到6月18日，其股价突然异动，当天上涨15.90%。就在部分券商上周末（6月19日-6月20日）发布其深度研报后，深圳瑞捷本周一（6月21日）开盘涨停。\n因连续大涨，深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源：公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称：“深圳瑞捷是第三方工程评估国内绝对龙头，目前已与百强地产中的73家地产商建立合作关系，业务范围涵盖500余个城市，过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设，加速全国化进程，进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间，有望成为未来第三方工程服务的白马企业。”\n\n来源：华西证券\n华西证券给出的目标价为116.37元，按研报出具时股价55.40元计算，预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称，“公司是国内绝对龙头（第二名人员规模仅为其41%），不同于工程监理、工程设计等传统建筑工程管理服务业务，第三方工程评估行业2010 年方才诞生，既没有法定资质或许可要求，也尚未形成地域分割、过度竞争的行业格局，客户在选择评估供应商时，主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选，这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家，超过75%订单通过客户直接委托获得（而非招投标），且该比例逐年提升，彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点，敬请广大投资者理性投资，注意风险。”\n上市公司赶忙澄清\nWind数据显示，深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%，而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函，要求其核实并说明前述报道的数据来源，相关报道是否准确，如否，需对前述报道作出澄清，并说明是否存在应披露未披露事项。\n24日晚间，深圳瑞捷回复称，“公司是第三方工程评估国内绝对龙头”相关报道不准确，并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一，且具有一定先发优势。”\n\n来源：公司公告\n关于股价短期内涨幅较大的原因，深圳瑞捷在公告中自称可能是因为“公司上市已超两个月，属于次新股企业，随着时间的推移，投资者逐步关注到公司，并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖，成交量屡破万亿，涨停的上市公司数量也随之增多，部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后，上海贝岭6月21日盘后在股票交易异常波动公告中称，“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示：上述预测为第三方预测，未经公司确认，相关信息以公司公告为准。”\n2020年，沪硅产业在科创板上市初期股价大涨，曾发布公告表示“公司上市以来未接受投资机构及证券公司调研，部分研究报告对公司业绩预测与公司历史业绩情况差异较大，对公司股价预计的依据不足，为其单方面预测，未经公司确认，相关信息以公司公告为准。”\n业内人士认为，研报不能哗众取宠，更不可刻意误导，作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后，以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则，分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120569726,"gmtCreate":1624328082065,"gmtModify":1703833610962,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/120569726","repostId":"2145508323","repostType":4,"repost":{"id":"2145508323","kind":"highlight","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":1624327984,"share":"https://ttm.financial/m/news/2145508323?lang=&edition=fundamental","pubTime":"2021-06-22 10:13","market":"us","language":"zh","title":"本周乃至今夏，市场交易主题都是美联储","url":"https://stock-news.laohu8.com/highlight/detail?id=2145508323","media":"Wind万得","summary":"上周，美联储称将考虑逐步退出债券购买，并暗示在2023年年底前加息两次，在全球市场引起较大反响，资产价格波动性上升。而本周，美联储仍然是主导市场波动的主要力量，甚至这个夏天市场交易的主题都是美联储。\n","content":"<p>上周，美联储称将考虑逐步退出债券购买，并暗示在2023年年底前加息两次，在全球市场引起较大反响，资产价格波动性上升。而本周，美联储仍然是主导市场波动的主要力量，甚至这个夏天市场交易的主题都是美联储。</p>\n<p>目前，美联储每月的购债规模为1200亿美元，如果美联储开始着手购债，那么离加息也就不远了。美元指数近几天大涨，美债收益率暗示短期利率走高。</p>\n<p><img src=\"https://static.tigerbbs.com/5346dc82e10701b894c99ce861f6a0fb\" tg-width=\"731\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p>\n<p>QMA 的首席投资官 Ed Keon表示，“市场还会继续消化美联储的议息会议“。</p>\n<p><b>本周，美联储官员的发言会获得更加广泛的关注：</b></p>\n<p>本周一，纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>和圣路易斯联储主席布拉德将发表讲话。</p>\n<p>本周二，鲍威尔将在众议院冠状病毒危机特别小组委员会，就美联储的政策反应和经济发表讲话;克利夫兰联储主席梅斯特与旧金山联储主席玛丽·戴利发表讲话。</p>\n<p>本周三，美联储理事米歇尔·鲍曼发表讲话;亚特兰大联储主席博斯蒂克和波士顿联储主席埃里克·罗森格伦发表讲话。</p>\n<p>本周四，纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将发表讲话。亚特兰大联储主席博斯蒂克也将发表讲话。</p>\n<p>本周五，克利夫兰联储的梅斯特和波士顿联储的罗森格伦将分别发表讲话。</p>\n<p>Blakley Global Advisors首席投资策略师Peter Boockvar表示，“更加全方位的了解美联储官员的观点很关键，但我最感兴趣的当然是鲍威尔要说的话。”</p>\n<p>本周五的美国个人消费支出数据应该会引起很多人的兴趣，其中包括美联储密切关注的个人消费支出通胀指数。美联储一直在强调其观点，即通胀率上升只是暂时的，明年应该会平静下来。</p>\n<p>Peter Boockvar认为，本周五的通胀数据应该会反映出比较强劲的环比增长，也会成为市场最重要的一个交易主题;也将是美股市场在下半年的交易主题，以及美联储看待通胀问题的立场调整。在这场通胀之争中，已经不仅仅是美国一国的事情，而是全球焦点。</p>\n<p>美联储目前的点阵图显示，2023年加息两次，但市场对通胀的疑虑更大。根据期货市场的数据，投资者认为明年可能有一次或多次加息，2023年底前至少总共有四次加息。美国房价飞涨，小幅提高房产利率已经无法阻止房价上涨。本周，美国将公布二手房和新房销售数据，可能提供更多线索。</p>\n<p><b>当前背景下，如何做资产配置?</b></p>\n<p>Ed Keon 表示，市场波动很大，但要对美联储的变化从容应对。他说，他的投资组合中超配股票，“我们对当前的头寸配置很满意，今年的收益可能增长40%，因为利率保持在相当低的水平，这对股市来说是一个很好的环境。”</p>\n<p>Ed Keon 还表示，已经转向价值股投资，并未经济重新开放做了充分的准备。但市场上没有什么东西是永远的。很难说这是重大转变的开始，还是(科技)的轻微反弹，利率将是一个决定因素。如果备受关注的10年期国债收益率从目前的1.5%升至2%，这对价值股将是利好。但如果该指数保持在1.5%左右，科技股可能继续表现良好。”</p>\n<p><b>加息的步骤可能不是市场预期的那样</b></p>\n<p>Ed Keon 进一步解读称，人们的想法是，鲍威尔在记者招待会上明确表示，他在2023年之前不打算加息。经济将在在2022年获得相当强劲的增长，而到2023年，经济会放缓，美联储会在经济放缓的情况下加息吗?可能并不会。</p>\n<p>那么美联储会在2023年前加息吗?Ed Keon 认为，除非通胀意外上行，否则没有这种可能。市场认为美联储在2023年才会加息，没有计入通胀意外上行的情况;同样的，市场也没有计入美联储2023年加息会增加经济衰退的风险。</p>\n<p>BTIG股票和衍生品策略主管Julian Emanuel表示，美联储已经搅动了市场，波动性的涟漪已起。他预计，随着美联储7月下旬会议的临近，以及美联储将于8月下旬前往怀俄明州杰克逊霍尔(Jackson Hole)召开年度研讨会，投资者将感到紧张。</p>\n<p>许多经济学家认为，杰克逊霍尔央行年会是美联储讨论Taper细节的地方。一旦美联储正式宣布货币政策正常化，资产购买规模将在几个月内逐渐缩减，也意味着加息之门逐渐打开。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>本周乃至今夏，市场交易主题都是美联储</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本周乃至今夏，市场交易主题都是美联储\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-22 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上周，美联储称将考虑逐步退出债券购买，并暗示在2023年年底前加息两次，在全球市场引起较大反响，资产价格波动性上升。而本周，美联储仍然是主导市场波动的主要力量，甚至这个夏天市场交易的主题都是美联储。</p>\n<p>目前，美联储每月的购债规模为1200亿美元，如果美联储开始着手购债，那么离加息也就不远了。美元指数近几天大涨，美债收益率暗示短期利率走高。</p>\n<p><img src=\"https://static.tigerbbs.com/5346dc82e10701b894c99ce861f6a0fb\" tg-width=\"731\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p>\n<p>QMA 的首席投资官 Ed Keon表示，“市场还会继续消化美联储的议息会议“。</p>\n<p><b>本周，美联储官员的发言会获得更加广泛的关注：</b></p>\n<p>本周一，纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>和圣路易斯联储主席布拉德将发表讲话。</p>\n<p>本周二，鲍威尔将在众议院冠状病毒危机特别小组委员会，就美联储的政策反应和经济发表讲话;克利夫兰联储主席梅斯特与旧金山联储主席玛丽·戴利发表讲话。</p>\n<p>本周三，美联储理事米歇尔·鲍曼发表讲话;亚特兰大联储主席博斯蒂克和波士顿联储主席埃里克·罗森格伦发表讲话。</p>\n<p>本周四，纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将发表讲话。亚特兰大联储主席博斯蒂克也将发表讲话。</p>\n<p>本周五，克利夫兰联储的梅斯特和波士顿联储的罗森格伦将分别发表讲话。</p>\n<p>Blakley Global Advisors首席投资策略师Peter Boockvar表示，“更加全方位的了解美联储官员的观点很关键，但我最感兴趣的当然是鲍威尔要说的话。”</p>\n<p>本周五的美国个人消费支出数据应该会引起很多人的兴趣，其中包括美联储密切关注的个人消费支出通胀指数。美联储一直在强调其观点，即通胀率上升只是暂时的，明年应该会平静下来。</p>\n<p>Peter Boockvar认为，本周五的通胀数据应该会反映出比较强劲的环比增长，也会成为市场最重要的一个交易主题;也将是美股市场在下半年的交易主题，以及美联储看待通胀问题的立场调整。在这场通胀之争中，已经不仅仅是美国一国的事情，而是全球焦点。</p>\n<p>美联储目前的点阵图显示，2023年加息两次，但市场对通胀的疑虑更大。根据期货市场的数据，投资者认为明年可能有一次或多次加息，2023年底前至少总共有四次加息。美国房价飞涨，小幅提高房产利率已经无法阻止房价上涨。本周，美国将公布二手房和新房销售数据，可能提供更多线索。</p>\n<p><b>当前背景下，如何做资产配置?</b></p>\n<p>Ed Keon 表示，市场波动很大，但要对美联储的变化从容应对。他说，他的投资组合中超配股票，“我们对当前的头寸配置很满意，今年的收益可能增长40%，因为利率保持在相当低的水平，这对股市来说是一个很好的环境。”</p>\n<p>Ed Keon 还表示，已经转向价值股投资，并未经济重新开放做了充分的准备。但市场上没有什么东西是永远的。很难说这是重大转变的开始，还是(科技)的轻微反弹，利率将是一个决定因素。如果备受关注的10年期国债收益率从目前的1.5%升至2%，这对价值股将是利好。但如果该指数保持在1.5%左右，科技股可能继续表现良好。”</p>\n<p><b>加息的步骤可能不是市场预期的那样</b></p>\n<p>Ed Keon 进一步解读称，人们的想法是，鲍威尔在记者招待会上明确表示，他在2023年之前不打算加息。经济将在在2022年获得相当强劲的增长，而到2023年，经济会放缓，美联储会在经济放缓的情况下加息吗?可能并不会。</p>\n<p>那么美联储会在2023年前加息吗?Ed Keon 认为，除非通胀意外上行，否则没有这种可能。市场认为美联储在2023年才会加息，没有计入通胀意外上行的情况;同样的，市场也没有计入美联储2023年加息会增加经济衰退的风险。</p>\n<p>BTIG股票和衍生品策略主管Julian Emanuel表示，美联储已经搅动了市场，波动性的涟漪已起。他预计，随着美联储7月下旬会议的临近，以及美联储将于8月下旬前往怀俄明州杰克逊霍尔(Jackson Hole)召开年度研讨会，投资者将感到紧张。</p>\n<p>许多经济学家认为，杰克逊霍尔央行年会是美联储讨论Taper细节的地方。一旦美联储正式宣布货币政策正常化，资产购买规模将在几个月内逐渐缩减，也意味着加息之门逐渐打开。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22b4e15d347bc21387354c9060813b94","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","OEX":"标普100",".SPX":"S&P 500 Index","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145508323","content_text":"上周，美联储称将考虑逐步退出债券购买，并暗示在2023年年底前加息两次，在全球市场引起较大反响，资产价格波动性上升。而本周，美联储仍然是主导市场波动的主要力量，甚至这个夏天市场交易的主题都是美联储。\n目前，美联储每月的购债规模为1200亿美元，如果美联储开始着手购债，那么离加息也就不远了。美元指数近几天大涨，美债收益率暗示短期利率走高。\n\nQMA 的首席投资官 Ed Keon表示，“市场还会继续消化美联储的议息会议“。\n本周，美联储官员的发言会获得更加广泛的关注：\n本周一，纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将发表讲话。\n本周二，鲍威尔将在众议院冠状病毒危机特别小组委员会，就美联储的政策反应和经济发表讲话;克利夫兰联储主席梅斯特与旧金山联储主席玛丽·戴利发表讲话。\n本周三，美联储理事米歇尔·鲍曼发表讲话;亚特兰大联储主席博斯蒂克和波士顿联储主席埃里克·罗森格伦发表讲话。\n本周四，纽约联储主席威廉姆斯和圣路易斯联储主席布拉德将发表讲话。亚特兰大联储主席博斯蒂克也将发表讲话。\n本周五，克利夫兰联储的梅斯特和波士顿联储的罗森格伦将分别发表讲话。\nBlakley Global Advisors首席投资策略师Peter Boockvar表示，“更加全方位的了解美联储官员的观点很关键，但我最感兴趣的当然是鲍威尔要说的话。”\n本周五的美国个人消费支出数据应该会引起很多人的兴趣，其中包括美联储密切关注的个人消费支出通胀指数。美联储一直在强调其观点，即通胀率上升只是暂时的，明年应该会平静下来。\nPeter Boockvar认为，本周五的通胀数据应该会反映出比较强劲的环比增长，也会成为市场最重要的一个交易主题;也将是美股市场在下半年的交易主题，以及美联储看待通胀问题的立场调整。在这场通胀之争中，已经不仅仅是美国一国的事情，而是全球焦点。\n美联储目前的点阵图显示，2023年加息两次，但市场对通胀的疑虑更大。根据期货市场的数据，投资者认为明年可能有一次或多次加息，2023年底前至少总共有四次加息。美国房价飞涨，小幅提高房产利率已经无法阻止房价上涨。本周，美国将公布二手房和新房销售数据，可能提供更多线索。\n当前背景下，如何做资产配置?\nEd Keon 表示，市场波动很大，但要对美联储的变化从容应对。他说，他的投资组合中超配股票，“我们对当前的头寸配置很满意，今年的收益可能增长40%，因为利率保持在相当低的水平，这对股市来说是一个很好的环境。”\nEd Keon 还表示，已经转向价值股投资，并未经济重新开放做了充分的准备。但市场上没有什么东西是永远的。很难说这是重大转变的开始，还是(科技)的轻微反弹，利率将是一个决定因素。如果备受关注的10年期国债收益率从目前的1.5%升至2%，这对价值股将是利好。但如果该指数保持在1.5%左右，科技股可能继续表现良好。”\n加息的步骤可能不是市场预期的那样\nEd Keon 进一步解读称，人们的想法是，鲍威尔在记者招待会上明确表示，他在2023年之前不打算加息。经济将在在2022年获得相当强劲的增长，而到2023年，经济会放缓，美联储会在经济放缓的情况下加息吗?可能并不会。\n那么美联储会在2023年前加息吗?Ed Keon 认为，除非通胀意外上行，否则没有这种可能。市场认为美联储在2023年才会加息，没有计入通胀意外上行的情况;同样的，市场也没有计入美联储2023年加息会增加经济衰退的风险。\nBTIG股票和衍生品策略主管Julian Emanuel表示，美联储已经搅动了市场，波动性的涟漪已起。他预计，随着美联储7月下旬会议的临近，以及美联储将于8月下旬前往怀俄明州杰克逊霍尔(Jackson Hole)召开年度研讨会，投资者将感到紧张。\n许多经济学家认为，杰克逊霍尔央行年会是美联储讨论Taper细节的地方。一旦美联储正式宣布货币政策正常化，资产购买规模将在几个月内逐渐缩减，也意味着加息之门逐渐打开。","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945493815,"gmtCreate":1681533819838,"gmtModify":1681533823001,"author":{"id":"3582278200213184","authorId":"3582278200213184","name":"招财进宝的我","avatar":"https://static.tigerbbs.com/a2a77b82fac3c9bd81d5c71d4840e0a3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582278200213184","authorIdStr":"3582278200213184"},"themes":[],"htmlText":"Great game, quickly join now&nbsp;","listText":"Great game, quickly join now&nbsp;","text":"Great game, quickly join 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Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! 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