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阿德里亚诺89
2021-07-31
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亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价
阿德里亚诺89
2021-08-22
Hao
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阿德里亚诺89
2021-08-06
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华尔街投行的“金主”即将退休,鲍威尔稳了
阿德里亚诺89
2021-08-05
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阿德里亚诺89
2021-08-01
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亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价
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href=\"https://www.fx168.com/usstock/2108/5285590.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/191be57ba80120d79dfd381a21a20519","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","BAC":"美国银行","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index"},"source_url":"https://www.fx168.com/usstock/2108/5285590.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161741771","content_text":"华尔街顶尖投行——美国银行(Bank of America)策略师表示,今年晚些时候,有几个指标显示美国将出现“快闪式经济衰退”(flash recession)。\n最近,由于新冠疫情德尔塔变种株抑制了全球供应链和需求,美国经济增长数据一直低于预期。美国银行策略师在周五(8月20日)发布的一份报告中警告称,近期美国经济前景黯淡,今年可能会出现“快闪式经济衰退”。\n所谓“快闪式经济衰退”,是指经济产出出现短暂、突然的下降。而标准的经济衰退,是指经济活动连续至少两个季度下降。\n美国银行指出了投资者似乎对经济增长感到担忧的三个原因。\n首先,美债收益率曲线(即长期和短期债券收益率之差)已经下降。自第一季度结束以来,10年期和2年期美国国债的收益率差已从1.59个百分点降至1.02个百分点。这意味着投资者认为,即使通胀居高不下,未来的经济需求仍将不断减弱。\n其次,对经济需求做出反应的大宗商品价格一直在下跌,原油和铜的价格从2021年的高点分别下跌了16%和13%。\n第三,收益对经济需求变化更敏感的小盘股受到了冲击。罗素2000指数较3月中旬创下的历史高点下跌了近8%。\n美银策略师们认为,如果经济需求真的从现在开始减弱,制造业可能会受到特别的影响。\n衡量制造业活动的ISM指数显示,制造业活动今年早些时候同比增长近50%,为2011年以来的最高增速。美银首席投资策略师Michael Hartnett写道,自那以来,这一增速已放缓至10%左右,到10月份可能转为负增长。这种下降可能与整体经济产出的下降或负增长相一致。\n美国银行的数据显示,制造业活动的任何下降都将对美国股市不利。\nISM采购经理人指数的同比变动与标普500指数的同比变动密切相关。美银策略师们认为,如果制造业活动收缩,标普500指数将大幅下跌。Hartnett写道,美银的观点是,今年下半年股市将出现负回报。\n投资者主要担心的是滞胀的威胁,即经济增长疲软伴高通胀。\n今年,随着各州各国重新开放,数万亿美元的财政刺激提振了需求,通货膨胀加剧。现在,随着德尔塔变种迫使全球港口和工厂关闭,导致供应短缺,最终使成本上升,供应链受限的情况正在恶化。\nHartnett指出:“通货膨胀现在正在引发滞胀。”投资者需要继续观察德尔塔变种的发展轨迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893869191,"gmtCreate":1628255458013,"gmtModify":1703504037908,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"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/893869191","repostId":"1190686261","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890684085,"gmtCreate":1628114384647,"gmtModify":1703501298767,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890684085","repostId":"1167639340","repostType":4,"repost":{"id":"1167639340","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":1628088005,"share":"https://ttm.financial/m/news/1167639340?lang=&edition=fundamental","pubTime":"2021-08-04 22:40","market":"us","language":"zh","title":"波音盘中直线拉升,737 Max将到中国接受认证测试","url":"https://stock-news.laohu8.com/highlight/detail?id=1167639340","media":"老虎资讯综合","summary":"周三盘中,波音直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。","content":"<p>周三盘中,<a href=\"https://laohu8.com/S/BA\">波音</a>直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。</p>\n<p><img src=\"https://static.tigerbbs.com/295b33f8b1062f660ebe38937b8dc87d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>波音盘中直线拉升,737 Max将到中国接受认证测试</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波音盘中直线拉升,737 Max将到中国接受认证测试\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-04 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三盘中,<a href=\"https://laohu8.com/S/BA\">波音</a>直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。</p>\n<p><img src=\"https://static.tigerbbs.com/295b33f8b1062f660ebe38937b8dc87d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02346726093e06d899a1879905b1c340","relate_stocks":{"BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167639340","content_text":"周三盘中,波音直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802697557,"gmtCreate":1627775029779,"gmtModify":1703495565988,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802697557","repostId":"2155157381","repostType":4,"repost":{"id":"2155157381","kind":"highlight","pubTimestamp":1627676466,"share":"https://ttm.financial/m/news/2155157381?lang=&edition=fundamental","pubTime":"2021-07-31 04:21","market":"us","language":"zh","title":"亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2155157381","media":"新浪财经","summary":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约","content":"<p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/79b44729fd45b9bdbd59446bda6a40b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。</p>\n<p>财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。</p>\n<p>该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。</p>\n<p>Oppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。</p>\n<p>虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。</p>\n<p>此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。</p>\n<p>随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”</p>\n<p>据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价</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亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 04:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.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/9e8eecb12cfd50ec299f0fb440639512","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157381","content_text":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。\n财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。\n瑞银分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。\n该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。\nOppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。\n瑞士信贷分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。\n虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。\n摩根士丹利分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。\n此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。\n随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”\n据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806414779,"gmtCreate":1627688721791,"gmtModify":1703494611124,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806414779","repostId":"2155157381","repostType":4,"repost":{"id":"2155157381","kind":"highlight","pubTimestamp":1627676466,"share":"https://ttm.financial/m/news/2155157381?lang=&edition=fundamental","pubTime":"2021-07-31 04:21","market":"us","language":"zh","title":"亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2155157381","media":"新浪财经","summary":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约","content":"<p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/79b44729fd45b9bdbd59446bda6a40b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。</p>\n<p>财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。</p>\n<p>该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。</p>\n<p>Oppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。</p>\n<p>虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。</p>\n<p>此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。</p>\n<p>随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”</p>\n<p>据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 04:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.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/9e8eecb12cfd50ec299f0fb440639512","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157381","content_text":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。\n财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。\n瑞银分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。\n该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。\nOppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。\n瑞士信贷分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。\n虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。\n摩根士丹利分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。\n此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。\n随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”\n据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806414779,"gmtCreate":1627688721791,"gmtModify":1703494611124,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806414779","repostId":"2155157381","repostType":4,"repost":{"id":"2155157381","kind":"highlight","pubTimestamp":1627676466,"share":"https://ttm.financial/m/news/2155157381?lang=&edition=fundamental","pubTime":"2021-07-31 04:21","market":"us","language":"zh","title":"亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2155157381","media":"新浪财经","summary":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约","content":"<p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/79b44729fd45b9bdbd59446bda6a40b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。</p>\n<p>财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。</p>\n<p>该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。</p>\n<p>Oppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。</p>\n<p>虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。</p>\n<p>此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。</p>\n<p>随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”</p>\n<p>据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 04:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.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/9e8eecb12cfd50ec299f0fb440639512","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157381","content_text":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。\n财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。\n瑞银分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。\n该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。\nOppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。\n瑞士信贷分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。\n虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。\n摩根士丹利分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。\n此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。\n随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”\n据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832254629,"gmtCreate":1629643902261,"gmtModify":1676530084895,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832254629","repostId":"2161741771","repostType":2,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893869191,"gmtCreate":1628255458013,"gmtModify":1703504037908,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"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/893869191","repostId":"1190686261","repostType":4,"repost":{"id":"1190686261","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1628253693,"share":"https://ttm.financial/m/news/1190686261?lang=&edition=fundamental","pubTime":"2021-08-06 20:41","market":"us","language":"zh","title":"华尔街投行的“金主”即将退休,鲍威尔稳了","url":"https://stock-news.laohu8.com/highlight/detail?id=1190686261","media":"英为财情Investing","summary":"鲍威尔将大概率留任,并将保持其对华尔街投行宽松监管的政策。","content":"<p>作者:潘奕衡</p>\n<p>近期,赚的盆满钵满华尔街各大银行纷纷宣布将扩充奖金池并提高薪资。高盛的初级员工薪资上涨29%,加上奖金等较上一年增加35亿美元;摩根大通的初级员工薪资上调18%,至10万美元,加上奖金等较上一年增加20亿美元。美国银行和富国银行今年早些时候都将这类新人的年薪提高了1万美元。</p>\n<p>华尔街投行“大撒币”主要原因是受惠于美国经济强势复苏,其业绩表现亮眼。</p>\n<p>据美国最新的财报数据显示,高盛集团Q2营收达到153.9亿美元(预期121.7亿美元),同比上升16%,较一季度历史高位环比下降13%;净利润达到54.9亿美元,EPS 15.02美元(预期10.24美元),较去年同期6.26美元(未计算1MDB赔款情况下)翻了两倍有余。</p>\n<p>摩根大通 (NYSE:JPM)Q2营收为314亿美元,同比下滑7%,环比下降5%;得益于释放30亿美元贷款损失准备金,Q2净利润为119.5亿美元,同比增长155%,环比下降16%,各项数据均超市场预期。</p>\n<p>除了业绩的原因之外,华尔街投行“金主”美联储金融监管副主席夸尔斯也是最大的功臣。</p>\n<p>夸尔斯是由前总统特朗普任命的美联储金融监管副主席,他在任期间主导了对2008年金融危机后制定的防范限制进行松绑。</p>\n<p>其推行的争议最大的改革措施包括:对遏制银行投机性投资的沃克尔法则(Volcker Rule)进行修改;取消要求大银行针对某些掉期交易持有资本缓冲的规定;剥夺美联储依据主观担忧判定银行年度“压力测试”不及格的权力;以及放宽对最大银行业者之外其他所有业者的资本、负债以及流动性规定。</p>\n<p>这些对银行限制措施的松绑,让银行业者节省了数百亿美元的开支。所以从一定程度上讲,华尔街各大银行“大撒币”的钱是夸尔斯发的。可惜这位“金主”的任期即将届满,而美联储理事布雷纳德是接替夸尔斯的一个热门人选,她自奥巴马政府时期就开始担任理事,并且反对夸尔斯的许多改革措施。布雷纳德也是夸尔斯领导的监管委员会成员,过渡交接也比较容易。不过到那时候美国银行的好日子可能就到头了。</p>\n<p>不仅是夸尔斯,美联储主席鲍威尔的任期也将在明年2月到期。白宫将在近期决定其是否留任。同夸尔斯类似,鲍威尔也是被特朗普任命且对华尔街持“友好”路线。不过假如夸尔斯被一位要求加强监管的强硬派代替的话,鲍威尔留任的概率较大,特别是在疫情期间,美国经济正在复苏的敏感时刻。</p>\n<p>之前的美联储领导层更替都是在政策前景相对确定的情况下,而不是在即将做出可能造成破坏性的政策决定之际进行的,这些决定包括何时退出危机时期的债券购买,以及如何应对可能持续的通胀飙升。</p>\n<p>所以,鲍威尔将大概率留任,并将保持其对华尔街投行宽松监管的政策,但是夸尔斯的卸任将会有一定的变数,总之,华尔街投行以后的日子可能不会像现在这么舒服了,加上低利率环境、贷款需求疲软,对其未来的业绩将会造成一定的影响。</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\" 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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华尔街投行的“金主”即将退休,鲍威尔稳了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-08-06 20:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者:潘奕衡</p>\n<p>近期,赚的盆满钵满华尔街各大银行纷纷宣布将扩充奖金池并提高薪资。高盛的初级员工薪资上涨29%,加上奖金等较上一年增加35亿美元;摩根大通的初级员工薪资上调18%,至10万美元,加上奖金等较上一年增加20亿美元。美国银行和富国银行今年早些时候都将这类新人的年薪提高了1万美元。</p>\n<p>华尔街投行“大撒币”主要原因是受惠于美国经济强势复苏,其业绩表现亮眼。</p>\n<p>据美国最新的财报数据显示,高盛集团Q2营收达到153.9亿美元(预期121.7亿美元),同比上升16%,较一季度历史高位环比下降13%;净利润达到54.9亿美元,EPS 15.02美元(预期10.24美元),较去年同期6.26美元(未计算1MDB赔款情况下)翻了两倍有余。</p>\n<p>摩根大通 (NYSE:JPM)Q2营收为314亿美元,同比下滑7%,环比下降5%;得益于释放30亿美元贷款损失准备金,Q2净利润为119.5亿美元,同比增长155%,环比下降16%,各项数据均超市场预期。</p>\n<p>除了业绩的原因之外,华尔街投行“金主”美联储金融监管副主席夸尔斯也是最大的功臣。</p>\n<p>夸尔斯是由前总统特朗普任命的美联储金融监管副主席,他在任期间主导了对2008年金融危机后制定的防范限制进行松绑。</p>\n<p>其推行的争议最大的改革措施包括:对遏制银行投机性投资的沃克尔法则(Volcker Rule)进行修改;取消要求大银行针对某些掉期交易持有资本缓冲的规定;剥夺美联储依据主观担忧判定银行年度“压力测试”不及格的权力;以及放宽对最大银行业者之外其他所有业者的资本、负债以及流动性规定。</p>\n<p>这些对银行限制措施的松绑,让银行业者节省了数百亿美元的开支。所以从一定程度上讲,华尔街各大银行“大撒币”的钱是夸尔斯发的。可惜这位“金主”的任期即将届满,而美联储理事布雷纳德是接替夸尔斯的一个热门人选,她自奥巴马政府时期就开始担任理事,并且反对夸尔斯的许多改革措施。布雷纳德也是夸尔斯领导的监管委员会成员,过渡交接也比较容易。不过到那时候美国银行的好日子可能就到头了。</p>\n<p>不仅是夸尔斯,美联储主席鲍威尔的任期也将在明年2月到期。白宫将在近期决定其是否留任。同夸尔斯类似,鲍威尔也是被特朗普任命且对华尔街持“友好”路线。不过假如夸尔斯被一位要求加强监管的强硬派代替的话,鲍威尔留任的概率较大,特别是在疫情期间,美国经济正在复苏的敏感时刻。</p>\n<p>之前的美联储领导层更替都是在政策前景相对确定的情况下,而不是在即将做出可能造成破坏性的政策决定之际进行的,这些决定包括何时退出危机时期的债券购买,以及如何应对可能持续的通胀飙升。</p>\n<p>所以,鲍威尔将大概率留任,并将保持其对华尔街投行宽松监管的政策,但是夸尔斯的卸任将会有一定的变数,总之,华尔街投行以后的日子可能不会像现在这么舒服了,加上低利率环境、贷款需求疲软,对其未来的业绩将会造成一定的影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190686261","content_text":"作者:潘奕衡\n近期,赚的盆满钵满华尔街各大银行纷纷宣布将扩充奖金池并提高薪资。高盛的初级员工薪资上涨29%,加上奖金等较上一年增加35亿美元;摩根大通的初级员工薪资上调18%,至10万美元,加上奖金等较上一年增加20亿美元。美国银行和富国银行今年早些时候都将这类新人的年薪提高了1万美元。\n华尔街投行“大撒币”主要原因是受惠于美国经济强势复苏,其业绩表现亮眼。\n据美国最新的财报数据显示,高盛集团Q2营收达到153.9亿美元(预期121.7亿美元),同比上升16%,较一季度历史高位环比下降13%;净利润达到54.9亿美元,EPS 15.02美元(预期10.24美元),较去年同期6.26美元(未计算1MDB赔款情况下)翻了两倍有余。\n摩根大通 (NYSE:JPM)Q2营收为314亿美元,同比下滑7%,环比下降5%;得益于释放30亿美元贷款损失准备金,Q2净利润为119.5亿美元,同比增长155%,环比下降16%,各项数据均超市场预期。\n除了业绩的原因之外,华尔街投行“金主”美联储金融监管副主席夸尔斯也是最大的功臣。\n夸尔斯是由前总统特朗普任命的美联储金融监管副主席,他在任期间主导了对2008年金融危机后制定的防范限制进行松绑。\n其推行的争议最大的改革措施包括:对遏制银行投机性投资的沃克尔法则(Volcker Rule)进行修改;取消要求大银行针对某些掉期交易持有资本缓冲的规定;剥夺美联储依据主观担忧判定银行年度“压力测试”不及格的权力;以及放宽对最大银行业者之外其他所有业者的资本、负债以及流动性规定。\n这些对银行限制措施的松绑,让银行业者节省了数百亿美元的开支。所以从一定程度上讲,华尔街各大银行“大撒币”的钱是夸尔斯发的。可惜这位“金主”的任期即将届满,而美联储理事布雷纳德是接替夸尔斯的一个热门人选,她自奥巴马政府时期就开始担任理事,并且反对夸尔斯的许多改革措施。布雷纳德也是夸尔斯领导的监管委员会成员,过渡交接也比较容易。不过到那时候美国银行的好日子可能就到头了。\n不仅是夸尔斯,美联储主席鲍威尔的任期也将在明年2月到期。白宫将在近期决定其是否留任。同夸尔斯类似,鲍威尔也是被特朗普任命且对华尔街持“友好”路线。不过假如夸尔斯被一位要求加强监管的强硬派代替的话,鲍威尔留任的概率较大,特别是在疫情期间,美国经济正在复苏的敏感时刻。\n之前的美联储领导层更替都是在政策前景相对确定的情况下,而不是在即将做出可能造成破坏性的政策决定之际进行的,这些决定包括何时退出危机时期的债券购买,以及如何应对可能持续的通胀飙升。\n所以,鲍威尔将大概率留任,并将保持其对华尔街投行宽松监管的政策,但是夸尔斯的卸任将会有一定的变数,总之,华尔街投行以后的日子可能不会像现在这么舒服了,加上低利率环境、贷款需求疲软,对其未来的业绩将会造成一定的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890684085,"gmtCreate":1628114384647,"gmtModify":1703501298767,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890684085","repostId":"1167639340","repostType":4,"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802697557,"gmtCreate":1627775029779,"gmtModify":1703495565988,"author":{"id":"4089935716745030","authorId":"4089935716745030","name":"阿德里亚诺89","avatar":"https://static.tigerbbs.com/4aff0569ac57d7d0ff8264056b3cbd15","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089935716745030","authorIdStr":"4089935716745030"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802697557","repostId":"2155157381","repostType":4,"repost":{"id":"2155157381","kind":"highlight","pubTimestamp":1627676466,"share":"https://ttm.financial/m/news/2155157381?lang=&edition=fundamental","pubTime":"2021-07-31 04:21","market":"us","language":"zh","title":"亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2155157381","media":"新浪财经","summary":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约","content":"<p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。</p>\n<p><img src=\"https://static.tigerbbs.com/79b44729fd45b9bdbd59446bda6a40b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。</p>\n<p>财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。</p>\n<p>该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。</p>\n<p>Oppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。</p>\n<p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。</p>\n<p>虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。</p>\n<p>此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。</p>\n<p>随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”</p>\n<p>据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊收跌逾7%,财报逊预期遭多家投行下调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 04:21 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.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/9e8eecb12cfd50ec299f0fb440639512","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-31/doc-ikqcfncc0022926.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155157381","content_text":"亚马逊股价周五收盘大跌7.56%,报3327.59美元。该公司昨日公布的财报显示二季度营收及三季度业绩指引均不及市场预期,遭多家投行下调目标价,还因违反数据隐私法规被欧盟处以创纪录的7.46亿欧元(约合8.88亿美元)罚款。\n\n财报显示,亚马逊二季度营收1130.8亿美元,同比增长27.2%,为连续第三个季度超过1000亿美元,但不及市场预期的1152亿美元。展望三季度,亚马逊预计营收将在1060亿-1120亿美元之间,同比增幅10%-16%,不及市场预期的1192亿美元。\n财报发布后,多家华尔街大行发布研究报告,纷纷下调亚马逊的目标价,多位分析师预期该公司短期增长将放缓,但仍看好其长期增长前景。\n瑞银分析师Michael Lasser将亚马逊的目标价从4350美元下调至4020美元,但仍维持“买入”评级。\n该分析师在一份研究报告中告诉投资者,亚马逊第二季度营收低于预期,原因是消费者重返商店,参与更多休闲活动,减少了在线支出。 但Lasser补充道,亚马逊仍占本季度新增在线支出总额的44%,远高于过去5年通常占36%的比例。\nOppenheimer分析师Jason Helfstein将亚马逊的目标价从4400美元下调至4200美元,并维持“跑赢大盘”评级。Helfstein在一份研究报告中告诉投资者,他预期亚马逊下半年增长放缓,不过,他仍看好该公司的长期增长前景。\n瑞士信贷分析师Stephen Ju将亚马逊的目标价从4850美元下调至4700美元,并维持“跑赢大盘”评级。\n虽然大多数投资者将注意力放在低于市场预期的第三季度营收指引上,但Ju认为,更重要的是,随着亚马逊继续搭建“最后一公里”配送体系,为扩张Prime会员一日达服务做准备,资本支出将持续上升。不过,Ju表示他可能会在股价回调时买入。\n摩根士丹利分析师Brian Nowak将亚马逊的目标价从4500美元下调至4300美元,仍维持“增持”评级。\n此外,媒体报道,亚马逊还因违反欧盟通用数据保护条例(GDPR),被欧盟处以创纪录的7.46亿欧元的罚款。\n随后亚马逊回应,该罚款毫无根据。“没有数据泄露,也没有用户数据被暴露给任何第三方。”\n据悉,这是自2018年5月欧盟GDPR规则生效以来,迄今为止最大的一笔罚款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}