神话者 personal page - To The Moon

神话者

神话者

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2023-04-05

[微笑]//@a4xrbj1: Total BS. "obviously"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called "competition". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts?

Tesla Obviously Had A Disappointing Quarter, Expect More Pain

01-19

2022-11-01

[微笑]

华尔街齐声造势，小摩：加息周期将在2023年初结束

2022-04-04

😂

本周前瞻 | 美联储会议纪要来袭！美股步入传统“牛四月”

2023-02-07

[微笑]

@中国基金报:農融任外交部部長助理

2021-08-19

666

财报获认可，腾讯ADR快速拉升涨近5%

2021-08-14

??

交易员们纷纷押注美联储根本不会加息

2023-12-30

[财迷] [财迷] [财迷] [财迷]

2023-04-05

[微笑] [财迷] [财迷] [财迷] [财迷] [开心]

2022-12-09

[微笑]

2022-11-01

[微笑]

昨夜今晨 | 鹰派加息预期压低美股，纳指挫1%Meta跌超6%

01-13

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

01-06

[财迷] [财迷] [财迷]

01-03

[财迷] [财迷] [财迷] [财迷] [财迷]

2023-11-05

8:/##Y6M5jVTOy##PAGE￥JBKLq6GVduKTjIcx￥

2023-04-04

[微笑] [微笑] [微笑] [微笑] [微笑]

2023-01-16

[微笑]

2023-01-13

[微笑]

2023-01-09

[微笑]

2023-01-06

[微笑]

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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257717391974400","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257359357157448,"gmtCreate":1703865769709,"gmtModify":1703865773948,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257359357157448","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257004805861672,"gmtCreate":1703779390790,"gmtModify":1703779394739,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;","listText":"[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257004805861672","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948383211,"gmtCreate":1680624787433,"gmtModify":1680624791280,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]//<a href=\"https://laohu8.com/U/4140090365269462\">@a4xrbj1</a>: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y&nbsp;isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts?","listText":"[微笑]//<a href=\"https://laohu8.com/U/4140090365269462\">@a4xrbj1</a>: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y&nbsp;isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts?","text":"[微笑]//@a4xrbj1: Total BS. \"obviously\"? That's just a lie, it exceeded analysts expectation on both sales and production, reaching all time high. In a quarter which is usually the lowest in car industry (after year end rallies). Check their so called \"competition\". Byd shrank their sales in Q1 whilst Tesla increased. GM sold 20k BEV's in Q1, basically all Volt as they can't even produce the Hummer EV properly (only 2 sold in Q1). Tesla Model Y isn't only in Norway the most sold car (including ICE) but also in Sweden. Tesla Model Y is on it's way to become the most sold car (including ICE cars) in the world. So cut the BS and post facts, just because you have Tesla puts?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":29,"repostSize":1,"link":"https://ttm.financial/post/9948383211","repostId":"1143129882","repostType":2,"repost":{"id":"1143129882","kind":"news","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</p></body></html>","source":"seekingalpha","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>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</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\">\nTesla Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">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://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264618278678784,"gmtCreate":1705628114936,"gmtModify":1705990244844,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>&nbsp;","text":"$苹果(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/e138143563751a0efc249d6b64dc3382","width":"1208","height":"1876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264618278678784","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000692","authorId":"9000000000000692","name":"BartonBecky","avatar":"https://static.tigerbbs.com/58026ab8f0edf0d829859314a737d6a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000692","authorIdStr":"9000000000000692"},"content":"I can't wait to invest in Apple (AAPL) stock!","text":"I can't wait to invest in Apple (AAPL) stock!","html":"I can't wait to invest in Apple (AAPL) stock!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985089935,"gmtCreate":1667268673327,"gmtModify":1676537888445,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985089935","repostId":"1177705687","repostType":4,"repost":{"id":"1177705687","kind":"news","pubTimestamp":1667263743,"share":"https://ttm.financial/m/news/1177705687?lang=&edition=fundamental","pubTime":"2022-11-01 08:49","market":"hk","language":"zh","title":"华尔街齐声造势，小摩：加息周期将在2023年初结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1177705687","media":"华尔街见闻","summary":"这一次，美股还会被鹰派央行浇灭希望吗？","content":"<html><head></head><body><blockquote>这一次，美股还会被鹰派央行浇灭希望吗？</blockquote><p>越来越多的华尔街分析师加入了认为美联储即将转向的队伍。</p><p>本周，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在内的策略分析师都在报告中表示，美联储的加息行动即将结束。</p><p>曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：</p><blockquote>在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。</blockquote><blockquote>因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。</blockquote><p><img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：</p><blockquote>欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。</blockquote><blockquote>风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。</blockquote><p>与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。</p><p>但现在，“大空头”与“大多头”观点开始统一。</p><p>不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。<b>要实现放松紧缩，就需要消费者的价格压力继续下降。</b></p><p>彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>现在，市场的目光都将集中在美联储身上。<b>市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。</b></p><p>过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。</p><blockquote>在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。</blockquote><p>然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街齐声造势，小摩：加息周期将在2023年初结束</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华尔街齐声造势，小摩：加息周期将在2023年初结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673760><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673760\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3673760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177705687","content_text":"这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。但现在，“大空头”与“大多头”观点开始统一。不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。要实现放松紧缩，就需要消费者的价格压力继续下降。彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018504323,"gmtCreate":1649054023568,"gmtModify":1676534442619,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018504323","repostId":"1154817226","repostType":4,"repost":{"id":"1154817226","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":1649027163,"share":"https://ttm.financial/m/news/1154817226?lang=&edition=fundamental","pubTime":"2022-04-04 07:06","market":"hk","language":"zh","title":"本周前瞻 |  美联储会议纪要来袭！美股步入传统“牛四月”","url":"https://stock-news.laohu8.com/highlight/detail?id=1154817226","media":"老虎资讯综合","summary":"美股正式步入传统“牛四月”。事件方面，美联储理事布雷纳德将就通胀发表讲话。澳洲联储将公布公布利率决议。4月7日 周四关键词：中国3月外汇储备、美联储货币政策会议纪要、美国初请失业金人数、美国EIA天然气库存周四，经济数据方面，可关注中国3月外汇储备、美国至4月2日当周初请失业金人数及美国至4月1日当周EIA天然气库存。财经事件方面，美联储FOMC公布货币政策会议纪要。2021年全年礼来总收入283.18亿美元，同比增长15%。","content":"<html><head></head><body><p><b>本周重磅财经事件包括：</b></p><blockquote><b>经济数据方面</b>：美国3月Markit服务业PMI、中国3月财新服务业PMI、中国3月外汇储备、美国初请失业金人数将陆续公布。</blockquote><blockquote><b>新股方面</b>：印度科技企业Lytus Technologies Holdings周二于美股上市。</blockquote><blockquote><b>财报方面</b>：大麻股Tilray、制药巨头礼来分别于周三、周五公布业绩。</blockquote><blockquote><b>财经事件方面</b>：美联储FOMC公布货币政策会议纪要；美联储理事布雷纳德、费城联储主席哈克、纽约联储主席威廉姆斯将发表讲话；澳洲联储公布利率决定。</blockquote><blockquote><b>休市安排方面：</b>港股4月4日（周一）正常开市，4月5日（周二）清明节当天休市，4月6日（周三）起照常开市。美股4月4日（周一）起照常开市。</blockquote><blockquote><b>中概股方面，</b>中美两方关于审计事项的讨论仍然继续，近期政策积极信号频现。周六，中国证监会发布关于就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征意通知，意见反馈截止时间为2022年4月17日。<b>证监会表示坚定支持企业根据自身意愿自主选择上市地。</b>下周或有更多政策线索释出，值得关注。</blockquote><p><b>4月4日 周一关键词：美国2月工厂订单月率</b><img src=\"https://static.tigerbbs.com/0523a1512efaaa5f822dcd821702c77a\" tg-width=\"1276\" tg-height=\"215\" referrerpolicy=\"no-referrer\"/><b>周一，经济数据方面</b>，美国将公布2月工厂订单月率，前值1.4%，预测值-0.6%。此外，德国将公布2月未季调贸易帐，欧元区4月Sentix投资者信心指数也将出炉。</p><p><b>美股正式步入传统“牛四月”。</b>历史数据显示，4月通常是美股一年中表现最好的月份。</p><p><b>4月5日 周二关键词：美国3月Markit服务业PMI、澳洲联储利率决定、美联储理事布雷纳德讲话</b><img src=\"https://static.tigerbbs.com/d3feb03b15fe15dd376133fa97682fb7\" tg-width=\"1284\" tg-height=\"761\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0523a1512efaaa5f822dcd821702c77a\" tg-width=\"1276\" tg-height=\"215\" referrerpolicy=\"no-referrer\"/><b>周二</b>，清明节假期，港股休市一日。</p><p><b>经济数据方面</b>，投资者可关注美国2月贸易帐、美国3月Markit服务业PMI、美国3月ISM非制造业PMI。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/LYT\">Lytus Technologies Holdings</a>将于美股上市。该公司拟发行330万个证券单位，每个单位由1股普通股和1份认股权证组成，价格区间为4.75至6.75美元。</p><p><b>事件方面</b>，美联储理事布雷纳德将就通胀发表讲话。澳洲联储将公布公布利率决议。</p><p><b>4月6日 周三关键词：中国3月财新服务业PMI、美国EIA原油库存、Tilray财报</b></p><p><img src=\"https://static.tigerbbs.com/def7971e2a59718276908552bae99370\" tg-width=\"1229\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/de4721189ae11d90fcac85858de44120\" tg-width=\"1288\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/></p><p><b>周三</b>，<b>经济数据方面</b>，中国3月财新服务业PMI将公布。</p><p>投资者还可留意美国至4月1日当周EIA原油库存、EIA战略石油储备库存。</p><p><b>财报方面</b>，工业大麻股Tilray将公布业绩。</p><p><b>4月7日 周四关键词：中国3月外汇储备、美联储货币政策会议纪要、美国初请失业金人数、美国EIA天然气库存</b></p><p><img src=\"https://static.tigerbbs.com/07e8029f5446e4d8b831eeee3d027c3f\" tg-width=\"1234\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/72a24ff4fed05d879d0e235f3d927bb9\" tg-width=\"1290\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p><b>周四</b>，<b>经济数据方面</b>，可关注中国3月外汇储备、美国至4月2日当周初请失业金人数及美国至4月1日当周EIA天然气库存。</p><p><b>财经事件方面，</b>美联储FOMC公布货币政策会议纪要。此外，2022年FOMC票委、圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。</p><p>美国劳工部此前发布的数据显示，3月美国新增非农就业岗位43.1万，失业率从2月的3.8%降至3.6%。</p><p><b>4月8日 周五关键词：美国2月批发销售月率、礼来财报</b></p><p><img src=\"https://static.tigerbbs.com/115fde91b93b03d2b1537bd344527b6f\" tg-width=\"1230\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/25f0f5244e634dd96b396d7a1c669843\" tg-width=\"1256\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>周五，经济数据方面，</b>美国将公布2月批发销售月率。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/LLY\">礼来</a>将公布最新财报。2021年全年礼来总收入283.18亿美元，同比增长15%。其中销量增长16%，除去新冠抗体，2021年全年营收增长10%。</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>本周前瞻 |  美联储会议纪要来袭！美股步入传统“牛四月”</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{ 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}\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本周前瞻 |  美联储会议纪要来袭！美股步入传统“牛四月”\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\">2022-04-04 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>本周重磅财经事件包括：</b></p><blockquote><b>经济数据方面</b>：美国3月Markit服务业PMI、中国3月财新服务业PMI、中国3月外汇储备、美国初请失业金人数将陆续公布。</blockquote><blockquote><b>新股方面</b>：印度科技企业Lytus Technologies Holdings周二于美股上市。</blockquote><blockquote><b>财报方面</b>：大麻股Tilray、制药巨头礼来分别于周三、周五公布业绩。</blockquote><blockquote><b>财经事件方面</b>：美联储FOMC公布货币政策会议纪要；美联储理事布雷纳德、费城联储主席哈克、纽约联储主席威廉姆斯将发表讲话；澳洲联储公布利率决定。</blockquote><blockquote><b>休市安排方面：</b>港股4月4日（周一）正常开市，4月5日（周二）清明节当天休市，4月6日（周三）起照常开市。美股4月4日（周一）起照常开市。</blockquote><blockquote><b>中概股方面，</b>中美两方关于审计事项的讨论仍然继续，近期政策积极信号频现。周六，中国证监会发布关于就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征意通知，意见反馈截止时间为2022年4月17日。<b>证监会表示坚定支持企业根据自身意愿自主选择上市地。</b>下周或有更多政策线索释出，值得关注。</blockquote><p><b>4月4日 周一关键词：美国2月工厂订单月率</b><img src=\"https://static.tigerbbs.com/0523a1512efaaa5f822dcd821702c77a\" tg-width=\"1276\" tg-height=\"215\" referrerpolicy=\"no-referrer\"/><b>周一，经济数据方面</b>，美国将公布2月工厂订单月率，前值1.4%，预测值-0.6%。此外，德国将公布2月未季调贸易帐，欧元区4月Sentix投资者信心指数也将出炉。</p><p><b>美股正式步入传统“牛四月”。</b>历史数据显示，4月通常是美股一年中表现最好的月份。</p><p><b>4月5日 周二关键词：美国3月Markit服务业PMI、澳洲联储利率决定、美联储理事布雷纳德讲话</b><img src=\"https://static.tigerbbs.com/d3feb03b15fe15dd376133fa97682fb7\" tg-width=\"1284\" tg-height=\"761\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0523a1512efaaa5f822dcd821702c77a\" tg-width=\"1276\" tg-height=\"215\" referrerpolicy=\"no-referrer\"/><b>周二</b>，清明节假期，港股休市一日。</p><p><b>经济数据方面</b>，投资者可关注美国2月贸易帐、美国3月Markit服务业PMI、美国3月ISM非制造业PMI。</p><p><b>新股方面</b>，<a href=\"https://laohu8.com/S/LYT\">Lytus Technologies Holdings</a>将于美股上市。该公司拟发行330万个证券单位，每个单位由1股普通股和1份认股权证组成，价格区间为4.75至6.75美元。</p><p><b>事件方面</b>，美联储理事布雷纳德将就通胀发表讲话。澳洲联储将公布公布利率决议。</p><p><b>4月6日 周三关键词：中国3月财新服务业PMI、美国EIA原油库存、Tilray财报</b></p><p><img src=\"https://static.tigerbbs.com/def7971e2a59718276908552bae99370\" tg-width=\"1229\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/de4721189ae11d90fcac85858de44120\" tg-width=\"1288\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/></p><p><b>周三</b>，<b>经济数据方面</b>，中国3月财新服务业PMI将公布。</p><p>投资者还可留意美国至4月1日当周EIA原油库存、EIA战略石油储备库存。</p><p><b>财报方面</b>，工业大麻股Tilray将公布业绩。</p><p><b>4月7日 周四关键词：中国3月外汇储备、美联储货币政策会议纪要、美国初请失业金人数、美国EIA天然气库存</b></p><p><img src=\"https://static.tigerbbs.com/07e8029f5446e4d8b831eeee3d027c3f\" tg-width=\"1234\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/72a24ff4fed05d879d0e235f3d927bb9\" tg-width=\"1290\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p><b>周四</b>，<b>经济数据方面</b>，可关注中国3月外汇储备、美国至4月2日当周初请失业金人数及美国至4月1日当周EIA天然气库存。</p><p><b>财经事件方面，</b>美联储FOMC公布货币政策会议纪要。此外，2022年FOMC票委、圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。</p><p>美国劳工部此前发布的数据显示，3月美国新增非农就业岗位43.1万，失业率从2月的3.8%降至3.6%。</p><p><b>4月8日 周五关键词：美国2月批发销售月率、礼来财报</b></p><p><img src=\"https://static.tigerbbs.com/115fde91b93b03d2b1537bd344527b6f\" tg-width=\"1230\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/25f0f5244e634dd96b396d7a1c669843\" tg-width=\"1256\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/><b>周五，经济数据方面，</b>美国将公布2月批发销售月率。</p><p><b>财报方面</b>，<a href=\"https://laohu8.com/S/LLY\">礼来</a>将公布最新财报。2021年全年礼来总收入283.18亿美元，同比增长15%。其中销量增长16%，除去新冠抗体，2021年全年营收增长10%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb8d19d3e08337f29cab892fefc4ecea","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154817226","content_text":"本周重磅财经事件包括：经济数据方面：美国3月Markit服务业PMI、中国3月财新服务业PMI、中国3月外汇储备、美国初请失业金人数将陆续公布。新股方面：印度科技企业Lytus Technologies Holdings周二于美股上市。财报方面：大麻股Tilray、制药巨头礼来分别于周三、周五公布业绩。财经事件方面：美联储FOMC公布货币政策会议纪要；美联储理事布雷纳德、费城联储主席哈克、纽约联储主席威廉姆斯将发表讲话；澳洲联储公布利率决定。休市安排方面：港股4月4日（周一）正常开市，4月5日（周二）清明节当天休市，4月6日（周三）起照常开市。美股4月4日（周一）起照常开市。中概股方面，中美两方关于审计事项的讨论仍然继续，近期政策积极信号频现。周六，中国证监会发布关于就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征意通知，意见反馈截止时间为2022年4月17日。证监会表示坚定支持企业根据自身意愿自主选择上市地。下周或有更多政策线索释出，值得关注。4月4日 周一关键词：美国2月工厂订单月率周一，经济数据方面，美国将公布2月工厂订单月率，前值1.4%，预测值-0.6%。此外，德国将公布2月未季调贸易帐，欧元区4月Sentix投资者信心指数也将出炉。美股正式步入传统“牛四月”。历史数据显示，4月通常是美股一年中表现最好的月份。4月5日 周二关键词：美国3月Markit服务业PMI、澳洲联储利率决定、美联储理事布雷纳德讲话周二，清明节假期，港股休市一日。经济数据方面，投资者可关注美国2月贸易帐、美国3月Markit服务业PMI、美国3月ISM非制造业PMI。新股方面，Lytus Technologies Holdings将于美股上市。该公司拟发行330万个证券单位，每个单位由1股普通股和1份认股权证组成，价格区间为4.75至6.75美元。事件方面，美联储理事布雷纳德将就通胀发表讲话。澳洲联储将公布公布利率决议。4月6日 周三关键词：中国3月财新服务业PMI、美国EIA原油库存、Tilray财报周三，经济数据方面，中国3月财新服务业PMI将公布。投资者还可留意美国至4月1日当周EIA原油库存、EIA战略石油储备库存。财报方面，工业大麻股Tilray将公布业绩。4月7日 周四关键词：中国3月外汇储备、美联储货币政策会议纪要、美国初请失业金人数、美国EIA天然气库存周四，经济数据方面，可关注中国3月外汇储备、美国至4月2日当周初请失业金人数及美国至4月1日当周EIA天然气库存。财经事件方面，美联储FOMC公布货币政策会议纪要。此外，2022年FOMC票委、圣路易斯联储主席布拉德就美国经济和货币政策发表讲话。美国劳工部此前发布的数据显示，3月美国新增非农就业岗位43.1万，失业率从2月的3.8%降至3.6%。4月8日 周五关键词：美国2月批发销售月率、礼来财报周五，经济数据方面，美国将公布2月批发销售月率。财报方面，礼来将公布最新财报。2021年全年礼来总收入283.18亿美元，同比增长15%。其中销量增长16%，除去新冠抗体，2021年全年营收增长10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955760404,"gmtCreate":1675770330308,"gmtModify":1675770335198,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955760404","repostId":"622577666","repostType":1,"repost":{"id":622577666,"gmtCreate":1675768140000,"gmtModify":1675769912864,"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":"農融任外交部部長助理","htmlText":"來源：長安街知事‍‍據人社部官網7日消息，國務院任免國家工作人員：任命農融爲外交部部長助理。截圖來源：人社部官網農融此前擔任中國駐巴基斯坦大使。公開簡歷顯示，農融出生於1967年9月，廣西馬山人，北京大學技術物理系原子核物理學專業畢業，工商管理碩士、高級管理人員工商管理碩士，國際商務師。農融資料圖。圖源：中國駐巴基斯坦大使館網站進入外交系統前，農融長期在廣西壯族自治區工作，曾任廣西國際博覽事務局副局長，防城港市委常委、副市長、市委副書記，貴港市委副書記、市長等職。2019年12月，農融任廣西壯族自治區民族宗教事務委員會黨組書記，兼任自治區黨委統戰部副部長。2020年1月，廣西壯族自治區十三屆人大常委會第十三次會議任命他爲自治區民宗委主任。2020年10月，農融抵達巴基斯坦履新，出任第18任中國駐巴大使。他隨後發表署名文章表示，這雖然是他第一次來到巴基斯坦，卻一點也不陌生。中巴兩國山水相連，脣齒相依。來到巴基斯坦，就像回到兄弟家裏。中國人民給巴基斯坦創造了一個獨一無二的稱呼，叫作“巴鐵”。這充分顯示出中巴全天候友誼的珍貴。今年1月16日，農融舉行離任招待會。他表示，雖然即將離開巴基斯坦，但他的心始終與巴鐵同在。未來他將心繫巴基斯坦，在新的工作崗位上繼續致力於促進中巴友好與合作。“中巴友誼必將蓬勃發展，造福中巴兩國和本地區人民。中巴友誼萬歲！”","listText":"來源：長安街知事‍‍據人社部官網7日消息，國務院任免國家工作人員：任命農融爲外交部部長助理。截圖來源：人社部官網農融此前擔任中國駐巴基斯坦大使。公開簡歷顯示，農融出生於1967年9月，廣西馬山人，北京大學技術物理系原子核物理學專業畢業，工商管理碩士、高級管理人員工商管理碩士，國際商務師。農融資料圖。圖源：中國駐巴基斯坦大使館網站進入外交系統前，農融長期在廣西壯族自治區工作，曾任廣西國際博覽事務局副局長，防城港市委常委、副市長、市委副書記，貴港市委副書記、市長等職。2019年12月，農融任廣西壯族自治區民族宗教事務委員會黨組書記，兼任自治區黨委統戰部副部長。2020年1月，廣西壯族自治區十三屆人大常委會第十三次會議任命他爲自治區民宗委主任。2020年10月，農融抵達巴基斯坦履新，出任第18任中國駐巴大使。他隨後發表署名文章表示，這雖然是他第一次來到巴基斯坦，卻一點也不陌生。中巴兩國山水相連，脣齒相依。來到巴基斯坦，就像回到兄弟家裏。中國人民給巴基斯坦創造了一個獨一無二的稱呼，叫作“巴鐵”。這充分顯示出中巴全天候友誼的珍貴。今年1月16日，農融舉行離任招待會。他表示，雖然即將離開巴基斯坦，但他的心始終與巴鐵同在。未來他將心繫巴基斯坦，在新的工作崗位上繼續致力於促進中巴友好與合作。“中巴友誼必將蓬勃發展，造福中巴兩國和本地區人民。中巴友誼萬歲！”","text":"來源：長安街知事‍‍據人社部官網7日消息，國務院任免國家工作人員：任命農融爲外交部部長助理。截圖來源：人社部官網農融此前擔任中國駐巴基斯坦大使。公開簡歷顯示，農融出生於1967年9月，廣西馬山人，北京大學技術物理系原子核物理學專業畢業，工商管理碩士、高級管理人員工商管理碩士，國際商務師。農融資料圖。圖源：中國駐巴基斯坦大使館網站進入外交系統前，農融長期在廣西壯族自治區工作，曾任廣西國際博覽事務局副局長，防城港市委常委、副市長、市委副書記，貴港市委副書記、市長等職。2019年12月，農融任廣西壯族自治區民族宗教事務委員會黨組書記，兼任自治區黨委統戰部副部長。2020年1月，廣西壯族自治區十三屆人大常委會第十三次會議任命他爲自治區民宗委主任。2020年10月，農融抵達巴基斯坦履新，出任第18任中國駐巴大使。他隨後發表署名文章表示，這雖然是他第一次來到巴基斯坦，卻一點也不陌生。中巴兩國山水相連，脣齒相依。來到巴基斯坦，就像回到兄弟家裏。中國人民給巴基斯坦創造了一個獨一無二的稱呼，叫作“巴鐵”。這充分顯示出中巴全天候友誼的珍貴。今年1月16日，農融舉行離任招待會。他表示，雖然即將離開巴基斯坦，但他的心始終與巴鐵同在。未來他將心繫巴基斯坦，在新的工作崗位上繼續致力於促進中巴友好與合作。“中巴友誼必將蓬勃發展，造福中巴兩國和本地區人民。中巴友誼萬歲！”","images":[{"img":"https://static.tigerbbs.com/01e38d161c524e00993bb9cf9dd13640","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/8ae7245fd9e4489787d04f9853f3d65d","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/2cfb19fdb17d45e3a275b97ed7f90e7d","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622577666","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831200576,"gmtCreate":1629327939195,"gmtModify":1676530001654,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831200576","repostId":"1134934979","repostType":4,"repost":{"id":"1134934979","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":1629296884,"share":"https://ttm.financial/m/news/1134934979?lang=&edition=fundamental","pubTime":"2021-08-18 22:28","market":"us","language":"zh","title":"财报获认可，腾讯ADR快速拉升涨近5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134934979","media":"老虎资讯综合","summary":"周三盘中，$腾讯控股ADR(TCEHY)$快速拉升，现涨近5%，股价报57.78美元，成交额超1亿美元。今日公布的财报显示，腾讯二季度营收1382.59亿人民币，同比增长20%。二季度净利润426亿人民币，同比增长29%。\n\n\n【详情查看】腾讯财报超预期，首度披露小学生游戏流水占比","content":"<p>周三盘中，<a href=\"https://laohu8.com/S/TCEHY\">腾讯控股ADR</a>快速拉升，现涨近5%，股价报57.78美元，成交额超1亿美元。今日公布的财报显示，腾讯二季度营收1382.59亿人民币，同比增长20%。二季度净利润426亿人民币，同比增长29%。</p>\n<p>【详情查看】<a href=\"https://laohu8.com/NW/1183521984\" target=\"_blank\">腾讯财报超预期，首度披露小学生游戏流水占比</a></p>\n<p><img src=\"https://static.tigerbbs.com/18657681e04d47136e2634a1bb31566d\" 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 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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财报获认可，腾讯ADR快速拉升涨近5%\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\">2021-08-18 22:28</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/TCEHY\">腾讯控股ADR</a>快速拉升，现涨近5%，股价报57.78美元，成交额超1亿美元。今日公布的财报显示，腾讯二季度营收1382.59亿人民币，同比增长20%。二季度净利润426亿人民币，同比增长29%。</p>\n<p>【详情查看】<a href=\"https://laohu8.com/NW/1183521984\" target=\"_blank\">腾讯财报超预期，首度披露小学生游戏流水占比</a></p>\n<p><img src=\"https://static.tigerbbs.com/18657681e04d47136e2634a1bb31566d\" 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/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134934979","content_text":"周三盘中，腾讯控股ADR快速拉升，现涨近5%，股价报57.78美元，成交额超1亿美元。今日公布的财报显示，腾讯二季度营收1382.59亿人民币，同比增长20%。二季度净利润426亿人民币，同比增长29%。\n【详情查看】腾讯财报超预期，首度披露小学生游戏流水占比","news_type":1},"isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897342709,"gmtCreate":1628895713701,"gmtModify":1676529885348,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897342709","repostId":"2159904722","repostType":4,"repost":{"id":"2159904722","kind":"highlight","pubTimestamp":1628869284,"share":"https://ttm.financial/m/news/2159904722?lang=&edition=fundamental","pubTime":"2021-08-13 23:41","market":"us","language":"zh","title":"交易员们纷纷押注美联储根本不会加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2159904722","media":"金十数据","summary":"在市场对全球经济复苏的乐观情绪下，美国国债收益率在上升。但欧洲美元期权市场出现了一轮抛售，投资者押注美联储根本不会加息。\n交易员本周一直在忙着抢购欧洲美元的期货看涨期权，这些期权的标的物为2025年3","content":"<p>在市场对全球经济复苏的乐观情绪下，美国国债收益率在上升。但欧洲美元期权市场出现了一轮抛售，投资者押注美联储根本不会加息。</p>\n<p>交易员本周一直在忙着抢购欧洲美元的期货看涨期权，这些期权的标的物为2025年3月到期，押注伦敦银行间同业拆借利率（Libor）维持在0.5%以下的期货合约。<b>如果美联储在此之前仍将基准利率维持在较低的区间，那么这些期货期权就会带来回报。</b>目前期货市场预计，直到2025年第一季度，Libor才升至1.47%左右。</p>\n<p><img src=\"https://static.tigerbbs.com/e04b584c4aa666c82d1387253d6ac40d\" tg-width=\"692\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p>这种押注旨在对冲尾部风险，过去的一周这类交易尤其火爆。据熟悉相关交易的伦敦和芝加哥交易员，周四交易时段有超过11万份此类期权被买入。初步公布的未平仓头寸数据已从一周前的约2.2万升至逾15.3万。</p>\n<p><b>但外媒分析师担心，如果美联储最终将利率维持在目前的低水平直至2025年，这可能意味着全球经济没有从疫情中复苏，并导致各国央行继续维持超宽松政策。</b></p>\n<p>交易员们已经为欧洲美元对冲基金投入了约650万美元。虽然基础期货合约是以2025年3月的利率为目标，但期货期权的有效期仅为7个月，2022年3月进行展期。</p>\n<p>爱德华琼斯投资的首席策略师克雷格·费在<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经的访谈上表示，本周的CPI和PPI数据都已经公布了，虽然通胀还是处于高水平，但整体已经趋于温和了。</p>\n<p>他认为，缩减很快会来，会有一些波动，但大投资环境不会变，因为美联储缩债是因为经济强劲</p>","source":"xnew_highlight","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>交易员们纷纷押注美联储根本不会加息</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{ 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}\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交易员们纷纷押注美联储根本不会加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 23:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=79955&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在市场对全球经济复苏的乐观情绪下，美国国债收益率在上升。但欧洲美元期权市场出现了一轮抛售，投资者押注美联储根本不会加息。\n交易员本周一直在忙着抢购欧洲美元的期货看涨期权，这些期权的标的物为2025年3月到期，押注伦敦银行间同业拆借利率（Libor）维持在0.5%以下的期货合约。如果美联储在此之前仍将基准利率维持在较低的区间，那么这些期货期权就会带来回报。目前期货市场预计，直到2025年第一季度，...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=79955&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","DJX":"1/100道琼斯","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF",".DJI":"道琼斯","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF",".SPX":"S&P 500 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[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257359357157448","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948186491,"gmtCreate":1680651260814,"gmtModify":1680651265288,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[开心]&nbsp;","listText":"[微笑]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[开心]&nbsp;","text":"[微笑] [财迷] [财迷] [财迷] [财迷] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948186491","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920437156,"gmtCreate":1670540739775,"gmtModify":1676538387481,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920437156","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985089089,"gmtCreate":1667268583441,"gmtModify":1676537888438,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985089089","repostId":"1194482068","repostType":4,"repost":{"id":"1194482068","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":1667261643,"share":"https://ttm.financial/m/news/1194482068?lang=&edition=fundamental","pubTime":"2022-11-01 08:14","market":"hk","language":"zh","title":"昨夜今晨 | 鹰派加息预期压低美股 ，纳指挫1%Meta跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194482068","media":"老虎资讯综合","summary":"摘要：①鹰派预期重燃，纳指跌超1%，Meta跌至七年新低；②欧天然气10月暴跌40%，油价10月均涨超9%；③拜登又出手，酝酿对能源企业征暴利税；④日本10月砸6.3万亿日元干预汇市。海外市场1、鹰派","content":"<html><head></head><body><blockquote>摘要：①鹰派预期重燃，纳指跌超1%，Meta跌至七年新低；②欧天然气10月暴跌40%，油价10月均涨超9%；③拜登又出手，酝酿对能源企业征暴利税；④日本10月砸6.3万亿日元干预汇市。</blockquote><p>海外市场</p><p>1、鹰派加息预期压低美股纳指跌超1%</p><p>美股周一收低，三大股指在10月份均录得涨幅。美股财报与美联储即将召开的货币政策会议受到关注。市场普遍预计美联储将在本周加息75个基点。截至收盘，纳斯达克指数跌幅为1.03%，10月累计上涨3.9%；道琼斯指数跌幅为0.39%，10月累计上涨13.95%；标普500指数跌幅为0.75%，10月累计上涨7.99%。</p><p>美科技股全线下跌，Meta跌超6%，至七年新低。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.54%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近1%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌1.3%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet跌近2%。电动汽车股涨跌不一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.43%，Rivian涨1.42%，Lucid涨0.42%。黄金、半导体板块跌幅居前，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>跌9%，<a href=\"https://laohu8.com/S/EGO\">埃氏金业</a>跌超4%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>、金田跌超3%。</p><p>2022年冬季，美国的疫情形势变得愈发复杂。10月30日，参考消息网援引美国《财富》杂志报道，美国专家警告，今年冬季，美国可能出现“三重疫情”叠加——新冠、流感和呼吸道合胞病毒交汇，由于最近感染人数激增，美国部分儿童医院已经满负荷，其中西雅图儿童急诊科10月接诊的儿童患者数量已刷新纪录。</p><p>另外，美国政坛也即将迎来最关键时刻。2022年美国中期选举将于当地时间11月8日举行，部分地区的投票已经开始，但美国总统拜登的形势较为严峻。据哥伦比亚广播公司和民调机构YouGov公布的一项最新民意调查显示，目前73%的受访者认为，美国的现状很糟糕，只有少数受访者认为美国情况很好，且以民主党人居多；超过56%的受访者不赞成拜登担任美国总统所做的工作。</p><p>2、热门中概股多数收跌<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.51%</p><p>热门中概股多数收跌，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌4.49%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌4.27%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌3.92%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.51%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌1.63%，京东跌1.51%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.25%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.21%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨3.55%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨7.78%。</p><p>3、欧股周一多数收高 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.66%</p><p>欧股主要指数周一收盘全线上涨，德国DAX30指数涨0.08%，法国CAC40指数跌0.10%，英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>涨0.66%，欧洲斯托克50指数涨0.13%。</p><p>4、美国WTI原油周一收跌1.6%</p><p>纽约商品交易所12月交割的西德州中质原油（WTI）期货价格下跌1.37美元，跌幅为1.6%，报收于每桶86.53美元。11月天然气期货收涨11.80%，报收于每百万英热单位6.3550美元。石油输出国组织及其盟友（OPEC+）在10月初宣布减产以及美元走软等因素使得油价得到提振。</p><p>5、纽约黄金期货周一收跌0.3% 10月份下跌1.9%</p><p>纽约商品交易所12月交割的黄金期货下跌4.1美元，跌幅约0.3%，报收于每盎司1640.70美元。该期货在10月份累跌约1.9%，连续第七个月下跌。</p><p>国际宏观</p><p>1、油价10月均累涨超9%为5月份以来首次上涨 欧洲天然气10月累跌约40%</p><p>美元走强和需求前景黯淡，油价延续上周五超1%的跌幅。WTI 12月原油期货收跌1.37美元，跌幅1.56%，报86.53美元/桶，10月份累涨9.30%。布伦特12月原油期货收跌0.94美元，跌幅0.98%，报94.83美元/桶，10月累涨11.40%，均创5月份以来首次月度上涨。</p><p>欧洲基准的TTF荷兰天然气期货尾盘跌超12%至122欧元/兆瓦时，至四个半月最低，10月累跌约40%。ICE英国天然气也跌超12%，失守300便士/千卡整数位。美国天然气在全国气温骤降的预期下收涨近12%，重返6美元/百万英热单位上方，但10月份累跌约11.60%。</p><p>2、欧洲天然气供应形势有望改善？美国第二大LNG终端重启在即</p><p>随着美国液化天然气（LNG）终端自由港（Freeport）重启在即，该国机构要求其尽快提供所需的相关信息，以便有足够的时间进行审查。</p><p>自由港位于得州墨西哥湾，是美国第二大LNG终端，每天接收约20亿立方英尺的天然气，约占美国LNG出口能力的16%。今年6月，自由港意外发生爆炸事故，被迫停止运营至今。根据此前公布的计划，自由港将在11月初至中旬至少恢复部分服务。</p><p>3、中期选举前出新招打压油价 拜登酝酿对能源企业征暴利税</p><p>国会中期选举临近，美国总统拜登考虑祭出打压油价的新招：对能源企业征收暴利税。当地时间10月31日周一，拜登在讲话中提到，将与国会共同研究如何处置石油公司的暴利。他指责石油行业尚未兑现在美国投资的承诺，称那些不投资的美国石油公司将面临利润税。</p><p>拜登表示，众多石油公司的利润规模“是极其夸张的”，石油公司创纪录的利润就是一场暴利战。如果石油生产商将利润传导至消费端，汽油价格可以进一步回落。拜登还说，石油公司应当提高美国产量和炼油厂产能。</p><p>4、世界还离不开石油 欧佩克上调全球中长期石油需求预期</p><p>欧佩克坚持认为，全球石油需求将在下一个十年保持增长，并表示世界还离不开石油，需要对新的石油生产进行更多投资。</p><p>当地时间周一，欧佩克发布了《2022年世界石油展望》，在这份报告中，欧佩克上调全球2023年、中期和2045年石油需求预测，将2025年需求预测从1.036亿桶/日上调至1.055亿桶/日。将2040年、2045年需求预测分别从1.081亿桶/日、1.082亿桶/日上调至1.098亿桶/日。欧佩克称，2035年后世界石油需求将趋于平稳。预计到2045年，石油行业的总投资将达到12.1万亿美元，高于2021年的预期。</p><p>5、创历史之最 日本继续加大汇市干预力度 10月共斥资6.35万亿日元</p><p>当地时间周一（10月31日），日本财务省公布的数据显示，该国为了支撑日元汇率，10月（9月29日至10月27日）斥资6.35万亿日元（约430亿美元）干预汇市，规模创下有史以来之最。</p><p>今年9月，在美联储激进加息导致日元对美元汇率暴跌后，日本24年来首次出手干预汇市，共斥资200亿美元。</p><p>6、10.7%！欧元区CPI创历史新高</p><p>欧元区通货膨胀率飙升至历史新高，而欧元区经济却失去了动力，这加剧了人们对经济衰退几乎不可避免的担忧。10月31日，欧盟统计局公布数据显示，欧元区10月调和CPI同比上升10.7%，续创历史新高，高于预期的10.3%以及前值的10%；欧元区10月核心调和CPI同比初值5%，符合预期，前值4.8%。</p><p>同日，欧盟统计局还发布了欧元区三季度GDP初值，数据显示，19个欧元区国家的GDP同比增长2.1%，符合预期，较二季度4.1%的增幅“腰斩”；环比增长0.2%，高于预期的0.1%，低于二季度0.8%的增幅。</p><p>俄乌局势</p><p>1、国际原子能机构开始对乌核设施进行核查</p><p>国际原子能机构总干事格罗西当地时间10月31日表示，应乌方要求，国际原子能机构已经开始对乌克兰的两处核设施进行核查活动。格罗西称，核查活动将很快完成，预计将在本周晚些时候发布核查的初步结果。</p><p>2、埃及粮食进口暂未受到俄暂停执行“运粮协议”影响</p><p>俄罗斯国防部31日发表声明称，将暂停“黑海倡议”确定的安全走廊通航。对此，埃及农业部农业检疫负责人阿塔尔当日表示，目前已与乌克兰或俄罗斯签订合同的运往埃及的粮食没有受到影响。当天，俄罗斯副外长博格丹诺夫说，俄罗斯和埃及之间有关小麦供应的所有协议都将得到执行。在俄罗斯暂停参与“运粮协议”后，俄罗斯希望找到最佳方案使两国间该领域合作能够继续进行。</p><p>3、俄罗斯国防部宣布暂停黑海粮食走廊船只通行</p><p>俄罗斯国防部31日发表声明称，将暂停“黑海倡议”确定的安全走廊通航。俄国防部强调，俄罗斯作为有关协议的主要缔约方，并没有退出这些协议，而是暂停其运作。俄国防部称俄方已将自身立场告知了联合国秘书长和联合国安全理事会。此前，俄国防部于10月29日表示，由于当日在塞瓦斯托波尔发生“恐怖袭击”，俄罗斯暂停参与执行黑海粮食外运协议。</p><p>4、俄土专家探讨在土耳其建天然气供应<a href=\"https://laohu8.com/S/HUBG\">枢纽</a></p><p>土耳其媒体当地时间10月31日以俄罗斯驻土耳其大使为消息源报道，俄土两国专家已开始探讨如何在土耳其建设天然气供应枢纽，意在把俄罗斯经由“北溪”管道向欧洲输送的天然气改由“土耳其溪”输送。</p><p>公司新闻</p><p>1、马斯克称自己将担任推特首席执行官</p><p>当地时间10月31日，美国特斯拉公司首席执行官埃隆·马斯克表示，他将成为自己刚刚收购的社交媒体公司推特的首席执行官。</p><p>此前，据媒体报道，特斯拉公司首席执行官埃隆·马斯克已完成对推特的收购。从今年4月马斯克向推特董事会提出收购要约到如今入主推特，此次收购耗时已有半年。</p><p>2、元宇宙巨亏 扎克伯克仍一意孤行大力支出 彻底点燃了股东怒火</p><p>有股东称，Meta一年在元宇宙上花费150亿美元，却没能展示支出何时可能获得回报，“这只是一个很大的希望”。如果是其他任何一家公司这么干，主动投资者肯定就提议董事会换人了。</p><p>尽管全力挺进的元宇宙领域还面临巨亏，宏观经济打击公司主要收入源数字广告业务，Meta仍要大力投资构建元宇宙。这种一意孤行令Meta的一些大股东对CEO扎克伯格为首的管理层感到愤怒。</p><p>3、沙特称苹果公司将成首批入驻利雅得经济特区的公司之一</p><p>沙特阿拉伯在利雅得开设了首个综合经济特区，苹果公司是首批备受瞩目的入驻公司之一。据沙特交通与物流大臣Saleh Al-Jasser说，该经济特区位于沙特首都机场附近，占地300万平方米，旨在通过税收豁免政策和具备吸引力的劳动法规来吸引世界上最大的国际公司来到沙特投资。据悉，苹果公司将在那里设立一个区域配送中心，并可能在未来承接包括装配线、维修工作和轻工制造在内的一系列经营活动。</p><p>4、<a href=\"https://laohu8.com/S/MSFT\">微软</a>没有针对欧盟初步反垄断调查提供任何补救措施</p><p>据知情人士周一透露，在欧盟展开全面调查之前，微软尚未向欧盟反垄断机构提出任何补救措施。该机构正在审查微软690亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>的交易。欧盟委员会计划在11月8日前完成对该交易的初步评估。该委员会表示，其已经更新的网站显示，微软并没有做出让步。微软表示，其将继续与欧盟委员会就接下来的步骤展开合作，并解决<a href=\"https://laohu8.com/S/SNE\">索尼</a>等公司提出的任何合理的市场担忧。</p><p>5、马斯克据称已向欧盟“低头” 承诺推特会遵守当地规则</p><p>据媒体援引消息人士报道，世界首富埃隆·马斯克已向欧盟委员会保证，推特将继续遵守欧盟关于社交媒体平台内容审核的严格规定。</p><p>马斯克上周终于正式完成了以440亿美元收购社交媒体平台推特的交易，不过在他刚接管推特后不久，正得意忘形之时，欧盟内部市场专员蒂埃里·布雷顿（Thierry Breton）便警告马斯克，他在欧洲必须按照当地的规则行事。</p><p>6、美国铜矿巨头警告：铜将出现非常严重的短缺</p><p>全球最大的上市铜生产商美国矿业集团Freeport-McMoran高管警告，由于目前铜低价不足以推动对新生产的投资，铜将出现非常严重的短缺。铜短缺可能会延缓全球经济电气化和减少碳排放计划的进展。</p><p>周一，全球最大的上市铜生产商美国矿业集团Freeport-McMoran首席执行官兼董事长Richard Adkerson表示，为快速铺开电动汽车、可再生电力和架空电缆，全球对铜的需求激增，将导致铜供应短缺。铜短缺可能会延缓全球经济电气化和减少碳排放计划的进展。</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 | 鹰派加息预期压低美股 ，纳指挫1%Meta跌超6%</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 鹰派加息预期压低美股 ，纳指挫1%Meta跌超6%\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\">2022-11-01 08:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①鹰派预期重燃，纳指跌超1%，Meta跌至七年新低；②欧天然气10月暴跌40%，油价10月均涨超9%；③拜登又出手，酝酿对能源企业征暴利税；④日本10月砸6.3万亿日元干预汇市。</blockquote><p>海外市场</p><p>1、鹰派加息预期压低美股纳指跌超1%</p><p>美股周一收低，三大股指在10月份均录得涨幅。美股财报与美联储即将召开的货币政策会议受到关注。市场普遍预计美联储将在本周加息75个基点。截至收盘，纳斯达克指数跌幅为1.03%，10月累计上涨3.9%；道琼斯指数跌幅为0.39%，10月累计上涨13.95%；标普500指数跌幅为0.75%，10月累计上涨7.99%。</p><p>美科技股全线下跌，Meta跌超6%，至七年新低。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.54%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近1%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌1.3%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet跌近2%。电动汽车股涨跌不一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.43%，Rivian涨1.42%，Lucid涨0.42%。黄金、半导体板块跌幅居前，<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>跌9%，<a href=\"https://laohu8.com/S/EGO\">埃氏金业</a>跌超4%，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>、金田跌超3%。</p><p>2022年冬季，美国的疫情形势变得愈发复杂。10月30日，参考消息网援引美国《财富》杂志报道，美国专家警告，今年冬季，美国可能出现“三重疫情”叠加——新冠、流感和呼吸道合胞病毒交汇，由于最近感染人数激增，美国部分儿童医院已经满负荷，其中西雅图儿童急诊科10月接诊的儿童患者数量已刷新纪录。</p><p>另外，美国政坛也即将迎来最关键时刻。2022年美国中期选举将于当地时间11月8日举行，部分地区的投票已经开始，但美国总统拜登的形势较为严峻。据哥伦比亚广播公司和民调机构YouGov公布的一项最新民意调查显示，目前73%的受访者认为，美国的现状很糟糕，只有少数受访者认为美国情况很好，且以民主党人居多；超过56%的受访者不赞成拜登担任美国总统所做的工作。</p><p>2、热门中概股多数收跌<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.51%</p><p>热门中概股多数收跌，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌4.49%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌4.27%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌3.92%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.51%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌1.63%，京东跌1.51%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.25%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.21%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨3.55%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨7.78%。</p><p>3、欧股周一多数收高 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.66%</p><p>欧股主要指数周一收盘全线上涨，德国DAX30指数涨0.08%，法国CAC40指数跌0.10%，英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>涨0.66%，欧洲斯托克50指数涨0.13%。</p><p>4、美国WTI原油周一收跌1.6%</p><p>纽约商品交易所12月交割的西德州中质原油（WTI）期货价格下跌1.37美元，跌幅为1.6%，报收于每桶86.53美元。11月天然气期货收涨11.80%，报收于每百万英热单位6.3550美元。石油输出国组织及其盟友（OPEC+）在10月初宣布减产以及美元走软等因素使得油价得到提振。</p><p>5、纽约黄金期货周一收跌0.3% 10月份下跌1.9%</p><p>纽约商品交易所12月交割的黄金期货下跌4.1美元，跌幅约0.3%，报收于每盎司1640.70美元。该期货在10月份累跌约1.9%，连续第七个月下跌。</p><p>国际宏观</p><p>1、油价10月均累涨超9%为5月份以来首次上涨 欧洲天然气10月累跌约40%</p><p>美元走强和需求前景黯淡，油价延续上周五超1%的跌幅。WTI 12月原油期货收跌1.37美元，跌幅1.56%，报86.53美元/桶，10月份累涨9.30%。布伦特12月原油期货收跌0.94美元，跌幅0.98%，报94.83美元/桶，10月累涨11.40%，均创5月份以来首次月度上涨。</p><p>欧洲基准的TTF荷兰天然气期货尾盘跌超12%至122欧元/兆瓦时，至四个半月最低，10月累跌约40%。ICE英国天然气也跌超12%，失守300便士/千卡整数位。美国天然气在全国气温骤降的预期下收涨近12%，重返6美元/百万英热单位上方，但10月份累跌约11.60%。</p><p>2、欧洲天然气供应形势有望改善？美国第二大LNG终端重启在即</p><p>随着美国液化天然气（LNG）终端自由港（Freeport）重启在即，该国机构要求其尽快提供所需的相关信息，以便有足够的时间进行审查。</p><p>自由港位于得州墨西哥湾，是美国第二大LNG终端，每天接收约20亿立方英尺的天然气，约占美国LNG出口能力的16%。今年6月，自由港意外发生爆炸事故，被迫停止运营至今。根据此前公布的计划，自由港将在11月初至中旬至少恢复部分服务。</p><p>3、中期选举前出新招打压油价 拜登酝酿对能源企业征暴利税</p><p>国会中期选举临近，美国总统拜登考虑祭出打压油价的新招：对能源企业征收暴利税。当地时间10月31日周一，拜登在讲话中提到，将与国会共同研究如何处置石油公司的暴利。他指责石油行业尚未兑现在美国投资的承诺，称那些不投资的美国石油公司将面临利润税。</p><p>拜登表示，众多石油公司的利润规模“是极其夸张的”，石油公司创纪录的利润就是一场暴利战。如果石油生产商将利润传导至消费端，汽油价格可以进一步回落。拜登还说，石油公司应当提高美国产量和炼油厂产能。</p><p>4、世界还离不开石油 欧佩克上调全球中长期石油需求预期</p><p>欧佩克坚持认为，全球石油需求将在下一个十年保持增长，并表示世界还离不开石油，需要对新的石油生产进行更多投资。</p><p>当地时间周一，欧佩克发布了《2022年世界石油展望》，在这份报告中，欧佩克上调全球2023年、中期和2045年石油需求预测，将2025年需求预测从1.036亿桶/日上调至1.055亿桶/日。将2040年、2045年需求预测分别从1.081亿桶/日、1.082亿桶/日上调至1.098亿桶/日。欧佩克称，2035年后世界石油需求将趋于平稳。预计到2045年，石油行业的总投资将达到12.1万亿美元，高于2021年的预期。</p><p>5、创历史之最 日本继续加大汇市干预力度 10月共斥资6.35万亿日元</p><p>当地时间周一（10月31日），日本财务省公布的数据显示，该国为了支撑日元汇率，10月（9月29日至10月27日）斥资6.35万亿日元（约430亿美元）干预汇市，规模创下有史以来之最。</p><p>今年9月，在美联储激进加息导致日元对美元汇率暴跌后，日本24年来首次出手干预汇市，共斥资200亿美元。</p><p>6、10.7%！欧元区CPI创历史新高</p><p>欧元区通货膨胀率飙升至历史新高，而欧元区经济却失去了动力，这加剧了人们对经济衰退几乎不可避免的担忧。10月31日，欧盟统计局公布数据显示，欧元区10月调和CPI同比上升10.7%，续创历史新高，高于预期的10.3%以及前值的10%；欧元区10月核心调和CPI同比初值5%，符合预期，前值4.8%。</p><p>同日，欧盟统计局还发布了欧元区三季度GDP初值，数据显示，19个欧元区国家的GDP同比增长2.1%，符合预期，较二季度4.1%的增幅“腰斩”；环比增长0.2%，高于预期的0.1%，低于二季度0.8%的增幅。</p><p>俄乌局势</p><p>1、国际原子能机构开始对乌核设施进行核查</p><p>国际原子能机构总干事格罗西当地时间10月31日表示，应乌方要求，国际原子能机构已经开始对乌克兰的两处核设施进行核查活动。格罗西称，核查活动将很快完成，预计将在本周晚些时候发布核查的初步结果。</p><p>2、埃及粮食进口暂未受到俄暂停执行“运粮协议”影响</p><p>俄罗斯国防部31日发表声明称，将暂停“黑海倡议”确定的安全走廊通航。对此，埃及农业部农业检疫负责人阿塔尔当日表示，目前已与乌克兰或俄罗斯签订合同的运往埃及的粮食没有受到影响。当天，俄罗斯副外长博格丹诺夫说，俄罗斯和埃及之间有关小麦供应的所有协议都将得到执行。在俄罗斯暂停参与“运粮协议”后，俄罗斯希望找到最佳方案使两国间该领域合作能够继续进行。</p><p>3、俄罗斯国防部宣布暂停黑海粮食走廊船只通行</p><p>俄罗斯国防部31日发表声明称，将暂停“黑海倡议”确定的安全走廊通航。俄国防部强调，俄罗斯作为有关协议的主要缔约方，并没有退出这些协议，而是暂停其运作。俄国防部称俄方已将自身立场告知了联合国秘书长和联合国安全理事会。此前，俄国防部于10月29日表示，由于当日在塞瓦斯托波尔发生“恐怖袭击”，俄罗斯暂停参与执行黑海粮食外运协议。</p><p>4、俄土专家探讨在土耳其建天然气供应<a href=\"https://laohu8.com/S/HUBG\">枢纽</a></p><p>土耳其媒体当地时间10月31日以俄罗斯驻土耳其大使为消息源报道，俄土两国专家已开始探讨如何在土耳其建设天然气供应枢纽，意在把俄罗斯经由“北溪”管道向欧洲输送的天然气改由“土耳其溪”输送。</p><p>公司新闻</p><p>1、马斯克称自己将担任推特首席执行官</p><p>当地时间10月31日，美国特斯拉公司首席执行官埃隆·马斯克表示，他将成为自己刚刚收购的社交媒体公司推特的首席执行官。</p><p>此前，据媒体报道，特斯拉公司首席执行官埃隆·马斯克已完成对推特的收购。从今年4月马斯克向推特董事会提出收购要约到如今入主推特，此次收购耗时已有半年。</p><p>2、元宇宙巨亏 扎克伯克仍一意孤行大力支出 彻底点燃了股东怒火</p><p>有股东称，Meta一年在元宇宙上花费150亿美元，却没能展示支出何时可能获得回报，“这只是一个很大的希望”。如果是其他任何一家公司这么干，主动投资者肯定就提议董事会换人了。</p><p>尽管全力挺进的元宇宙领域还面临巨亏，宏观经济打击公司主要收入源数字广告业务，Meta仍要大力投资构建元宇宙。这种一意孤行令Meta的一些大股东对CEO扎克伯格为首的管理层感到愤怒。</p><p>3、沙特称苹果公司将成首批入驻利雅得经济特区的公司之一</p><p>沙特阿拉伯在利雅得开设了首个综合经济特区，苹果公司是首批备受瞩目的入驻公司之一。据沙特交通与物流大臣Saleh Al-Jasser说，该经济特区位于沙特首都机场附近，占地300万平方米，旨在通过税收豁免政策和具备吸引力的劳动法规来吸引世界上最大的国际公司来到沙特投资。据悉，苹果公司将在那里设立一个区域配送中心，并可能在未来承接包括装配线、维修工作和轻工制造在内的一系列经营活动。</p><p>4、<a href=\"https://laohu8.com/S/MSFT\">微软</a>没有针对欧盟初步反垄断调查提供任何补救措施</p><p>据知情人士周一透露，在欧盟展开全面调查之前，微软尚未向欧盟反垄断机构提出任何补救措施。该机构正在审查微软690亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>的交易。欧盟委员会计划在11月8日前完成对该交易的初步评估。该委员会表示，其已经更新的网站显示，微软并没有做出让步。微软表示，其将继续与欧盟委员会就接下来的步骤展开合作，并解决<a href=\"https://laohu8.com/S/SNE\">索尼</a>等公司提出的任何合理的市场担忧。</p><p>5、马斯克据称已向欧盟“低头” 承诺推特会遵守当地规则</p><p>据媒体援引消息人士报道，世界首富埃隆·马斯克已向欧盟委员会保证，推特将继续遵守欧盟关于社交媒体平台内容审核的严格规定。</p><p>马斯克上周终于正式完成了以440亿美元收购社交媒体平台推特的交易，不过在他刚接管推特后不久，正得意忘形之时，欧盟内部市场专员蒂埃里·布雷顿（Thierry Breton）便警告马斯克，他在欧洲必须按照当地的规则行事。</p><p>6、美国铜矿巨头警告：铜将出现非常严重的短缺</p><p>全球最大的上市铜生产商美国矿业集团Freeport-McMoran高管警告，由于目前铜低价不足以推动对新生产的投资，铜将出现非常严重的短缺。铜短缺可能会延缓全球经济电气化和减少碳排放计划的进展。</p><p>周一，全球最大的上市铜生产商美国矿业集团Freeport-McMoran首席执行官兼董事长Richard Adkerson表示，为快速铺开电动汽车、可再生电力和架空电缆，全球对铜的需求激增，将导致铜供应短缺。铜短缺可能会延缓全球经济电气化和减少碳排放计划的进展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QID":"纳指两倍做空ETF","BK4581":"高盛持仓","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","QQQ":"纳指100ETF","03086":"华夏纳指","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4561":"索罗斯持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194482068","content_text":"摘要：①鹰派预期重燃，纳指跌超1%，Meta跌至七年新低；②欧天然气10月暴跌40%，油价10月均涨超9%；③拜登又出手，酝酿对能源企业征暴利税；④日本10月砸6.3万亿日元干预汇市。海外市场1、鹰派加息预期压低美股纳指跌超1%美股周一收低，三大股指在10月份均录得涨幅。美股财报与美联储即将召开的货币政策会议受到关注。市场普遍预计美联储将在本周加息75个基点。截至收盘，纳斯达克指数跌幅为1.03%，10月累计上涨3.9%；道琼斯指数跌幅为0.39%，10月累计上涨13.95%；标普500指数跌幅为0.75%，10月累计上涨7.99%。美科技股全线下跌，Meta跌超6%，至七年新低。苹果跌1.54%，亚马逊跌近1%，奈飞跌1.3%，谷歌母公司Alphabet跌近2%。电动汽车股涨跌不一，特斯拉跌0.43%，Rivian涨1.42%，Lucid涨0.42%。黄金、半导体板块跌幅居前，安森美半导体跌9%，埃氏金业跌超4%，恩智浦、金田跌超3%。2022年冬季，美国的疫情形势变得愈发复杂。10月30日，参考消息网援引美国《财富》杂志报道，美国专家警告，今年冬季，美国可能出现“三重疫情”叠加——新冠、流感和呼吸道合胞病毒交汇，由于最近感染人数激增，美国部分儿童医院已经满负荷，其中西雅图儿童急诊科10月接诊的儿童患者数量已刷新纪录。另外，美国政坛也即将迎来最关键时刻。2022年美国中期选举将于当地时间11月8日举行，部分地区的投票已经开始，但美国总统拜登的形势较为严峻。据哥伦比亚广播公司和民调机构YouGov公布的一项最新民意调查显示，目前73%的受访者认为，美国的现状很糟糕，只有少数受访者认为美国情况很好，且以民主党人居多；超过56%的受访者不赞成拜登担任美国总统所做的工作。2、热门中概股多数收跌京东跌1.51%热门中概股多数收跌，理想汽车跌4.49%，新东方跌4.27%，小鹏汽车跌3.92%，百度跌2.51%，腾讯音乐跌1.63%，京东跌1.51%，阿里巴巴跌0.25%，蔚来跌0.21%，拼多多涨3.55%，好未来涨7.78%。3、欧股周一多数收高 英国富时100指数涨0.66%欧股主要指数周一收盘全线上涨，德国DAX30指数涨0.08%，法国CAC40指数跌0.10%，英国富时100指数涨0.66%，欧洲斯托克50指数涨0.13%。4、美国WTI原油周一收跌1.6%纽约商品交易所12月交割的西德州中质原油（WTI）期货价格下跌1.37美元，跌幅为1.6%，报收于每桶86.53美元。11月天然气期货收涨11.80%，报收于每百万英热单位6.3550美元。石油输出国组织及其盟友（OPEC+）在10月初宣布减产以及美元走软等因素使得油价得到提振。5、纽约黄金期货周一收跌0.3% 10月份下跌1.9%纽约商品交易所12月交割的黄金期货下跌4.1美元，跌幅约0.3%，报收于每盎司1640.70美元。该期货在10月份累跌约1.9%，连续第七个月下跌。国际宏观1、油价10月均累涨超9%为5月份以来首次上涨 欧洲天然气10月累跌约40%美元走强和需求前景黯淡，油价延续上周五超1%的跌幅。WTI 12月原油期货收跌1.37美元，跌幅1.56%，报86.53美元/桶，10月份累涨9.30%。布伦特12月原油期货收跌0.94美元，跌幅0.98%，报94.83美元/桶，10月累涨11.40%，均创5月份以来首次月度上涨。欧洲基准的TTF荷兰天然气期货尾盘跌超12%至122欧元/兆瓦时，至四个半月最低，10月累跌约40%。ICE英国天然气也跌超12%，失守300便士/千卡整数位。美国天然气在全国气温骤降的预期下收涨近12%，重返6美元/百万英热单位上方，但10月份累跌约11.60%。2、欧洲天然气供应形势有望改善？美国第二大LNG终端重启在即随着美国液化天然气（LNG）终端自由港（Freeport）重启在即，该国机构要求其尽快提供所需的相关信息，以便有足够的时间进行审查。自由港位于得州墨西哥湾，是美国第二大LNG终端，每天接收约20亿立方英尺的天然气，约占美国LNG出口能力的16%。今年6月，自由港意外发生爆炸事故，被迫停止运营至今。根据此前公布的计划，自由港将在11月初至中旬至少恢复部分服务。3、中期选举前出新招打压油价 拜登酝酿对能源企业征暴利税国会中期选举临近，美国总统拜登考虑祭出打压油价的新招：对能源企业征收暴利税。当地时间10月31日周一，拜登在讲话中提到，将与国会共同研究如何处置石油公司的暴利。他指责石油行业尚未兑现在美国投资的承诺，称那些不投资的美国石油公司将面临利润税。拜登表示，众多石油公司的利润规模“是极其夸张的”，石油公司创纪录的利润就是一场暴利战。如果石油生产商将利润传导至消费端，汽油价格可以进一步回落。拜登还说，石油公司应当提高美国产量和炼油厂产能。4、世界还离不开石油 欧佩克上调全球中长期石油需求预期欧佩克坚持认为，全球石油需求将在下一个十年保持增长，并表示世界还离不开石油，需要对新的石油生产进行更多投资。当地时间周一，欧佩克发布了《2022年世界石油展望》，在这份报告中，欧佩克上调全球2023年、中期和2045年石油需求预测，将2025年需求预测从1.036亿桶/日上调至1.055亿桶/日。将2040年、2045年需求预测分别从1.081亿桶/日、1.082亿桶/日上调至1.098亿桶/日。欧佩克称，2035年后世界石油需求将趋于平稳。预计到2045年，石油行业的总投资将达到12.1万亿美元，高于2021年的预期。5、创历史之最 日本继续加大汇市干预力度 10月共斥资6.35万亿日元当地时间周一（10月31日），日本财务省公布的数据显示，该国为了支撑日元汇率，10月（9月29日至10月27日）斥资6.35万亿日元（约430亿美元）干预汇市，规模创下有史以来之最。今年9月，在美联储激进加息导致日元对美元汇率暴跌后，日本24年来首次出手干预汇市，共斥资200亿美元。6、10.7%！欧元区CPI创历史新高欧元区通货膨胀率飙升至历史新高，而欧元区经济却失去了动力，这加剧了人们对经济衰退几乎不可避免的担忧。10月31日，欧盟统计局公布数据显示，欧元区10月调和CPI同比上升10.7%，续创历史新高，高于预期的10.3%以及前值的10%；欧元区10月核心调和CPI同比初值5%，符合预期，前值4.8%。同日，欧盟统计局还发布了欧元区三季度GDP初值，数据显示，19个欧元区国家的GDP同比增长2.1%，符合预期，较二季度4.1%的增幅“腰斩”；环比增长0.2%，高于预期的0.1%，低于二季度0.8%的增幅。俄乌局势1、国际原子能机构开始对乌核设施进行核查国际原子能机构总干事格罗西当地时间10月31日表示，应乌方要求，国际原子能机构已经开始对乌克兰的两处核设施进行核查活动。格罗西称，核查活动将很快完成，预计将在本周晚些时候发布核查的初步结果。2、埃及粮食进口暂未受到俄暂停执行“运粮协议”影响俄罗斯国防部31日发表声明称，将暂停“黑海倡议”确定的安全走廊通航。对此，埃及农业部农业检疫负责人阿塔尔当日表示，目前已与乌克兰或俄罗斯签订合同的运往埃及的粮食没有受到影响。当天，俄罗斯副外长博格丹诺夫说，俄罗斯和埃及之间有关小麦供应的所有协议都将得到执行。在俄罗斯暂停参与“运粮协议”后，俄罗斯希望找到最佳方案使两国间该领域合作能够继续进行。3、俄罗斯国防部宣布暂停黑海粮食走廊船只通行俄罗斯国防部31日发表声明称，将暂停“黑海倡议”确定的安全走廊通航。俄国防部强调，俄罗斯作为有关协议的主要缔约方，并没有退出这些协议，而是暂停其运作。俄国防部称俄方已将自身立场告知了联合国秘书长和联合国安全理事会。此前，俄国防部于10月29日表示，由于当日在塞瓦斯托波尔发生“恐怖袭击”，俄罗斯暂停参与执行黑海粮食外运协议。4、俄土专家探讨在土耳其建天然气供应枢纽土耳其媒体当地时间10月31日以俄罗斯驻土耳其大使为消息源报道，俄土两国专家已开始探讨如何在土耳其建设天然气供应枢纽，意在把俄罗斯经由“北溪”管道向欧洲输送的天然气改由“土耳其溪”输送。公司新闻1、马斯克称自己将担任推特首席执行官当地时间10月31日，美国特斯拉公司首席执行官埃隆·马斯克表示，他将成为自己刚刚收购的社交媒体公司推特的首席执行官。此前，据媒体报道，特斯拉公司首席执行官埃隆·马斯克已完成对推特的收购。从今年4月马斯克向推特董事会提出收购要约到如今入主推特，此次收购耗时已有半年。2、元宇宙巨亏 扎克伯克仍一意孤行大力支出 彻底点燃了股东怒火有股东称，Meta一年在元宇宙上花费150亿美元，却没能展示支出何时可能获得回报，“这只是一个很大的希望”。如果是其他任何一家公司这么干，主动投资者肯定就提议董事会换人了。尽管全力挺进的元宇宙领域还面临巨亏，宏观经济打击公司主要收入源数字广告业务，Meta仍要大力投资构建元宇宙。这种一意孤行令Meta的一些大股东对CEO扎克伯格为首的管理层感到愤怒。3、沙特称苹果公司将成首批入驻利雅得经济特区的公司之一沙特阿拉伯在利雅得开设了首个综合经济特区，苹果公司是首批备受瞩目的入驻公司之一。据沙特交通与物流大臣Saleh Al-Jasser说，该经济特区位于沙特首都机场附近，占地300万平方米，旨在通过税收豁免政策和具备吸引力的劳动法规来吸引世界上最大的国际公司来到沙特投资。据悉，苹果公司将在那里设立一个区域配送中心，并可能在未来承接包括装配线、维修工作和轻工制造在内的一系列经营活动。4、微软没有针对欧盟初步反垄断调查提供任何补救措施据知情人士周一透露，在欧盟展开全面调查之前，微软尚未向欧盟反垄断机构提出任何补救措施。该机构正在审查微软690亿美元收购动视暴雪的交易。欧盟委员会计划在11月8日前完成对该交易的初步评估。该委员会表示，其已经更新的网站显示，微软并没有做出让步。微软表示，其将继续与欧盟委员会就接下来的步骤展开合作，并解决索尼等公司提出的任何合理的市场担忧。5、马斯克据称已向欧盟“低头” 承诺推特会遵守当地规则据媒体援引消息人士报道，世界首富埃隆·马斯克已向欧盟委员会保证，推特将继续遵守欧盟关于社交媒体平台内容审核的严格规定。马斯克上周终于正式完成了以440亿美元收购社交媒体平台推特的交易，不过在他刚接管推特后不久，正得意忘形之时，欧盟内部市场专员蒂埃里·布雷顿（Thierry Breton）便警告马斯克，他在欧洲必须按照当地的规则行事。6、美国铜矿巨头警告：铜将出现非常严重的短缺全球最大的上市铜生产商美国矿业集团Freeport-McMoran高管警告，由于目前铜低价不足以推动对新生产的投资，铜将出现非常严重的短缺。铜短缺可能会延缓全球经济电气化和减少碳排放计划的进展。周一，全球最大的上市铜生产商美国矿业集团Freeport-McMoran首席执行官兼董事长Richard 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