KATLIM personal page - To The Moon

KATLIM

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2022-03-08

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昨夜今晨 | 纳指跌入熊市！能源价格飙升欧股入熊

2021-09-23

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外媒头条：美联储称可能很快就会减码购债！加息预期提前

2021-09-13

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@koolgal:$Apple(AAPL)$ Do you think that Apple will hit 160 soon? I sure hope so! Apple to the moon??????

2021-08-04

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Sorry, the original content has been removed

2021-07-31

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There are enough red flags that 'investors have to start considering de-risking,' warns star money manager

Go to Tiger App to see more news

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href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%，<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%，一起教育涨超10%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期：消费者渴望重新出行</a></p><p>据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称，与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风！优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。</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 | 纳指跌入熊市！能源价格飙升欧股入熊</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 纳指跌入熊市！能源价格飙升欧股入熊\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\">2022-03-08 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%，<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%，一起教育涨超10%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期：消费者渴望重新出行</a></p><p>据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称，与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风！优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","BK4561":"索罗斯持仓","PSQ":"纳指反向ETF","BK4550":"红杉资本持仓","QID":"纳指两倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198510306","content_text":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。海外市场1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。2、热门中概股周一收盘大多走低 小牛电动跌近17% 哔哩哔哩跌超8%热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；流利说跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，小鹏汽车跌近8%，理想汽车跌超5%，蔚来汽车跌超2%。阳光动力涨超28%，开心汽车涨超21%，一起教育涨超10%，网易有道涨超8%，微美全息涨超6%，好未来涨超4%，高途涨超3%。3、美或抵制俄国原油 美国WTI原油收高3.2%由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。5、黄金期货周一收高1.5% 盘中一度突破2000美元关口黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。6、欧洲股市在能源价格飙升之际跌入熊市欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。俄乌局势相关1、第三轮俄乌谈判无实质结果 停火磋商将继续进行第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。国际宏观1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的农产品进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。公司新闻1、Uber调高第一季度业绩预期：消费者渴望重新出行据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。2、英特尔自动驾驶业务部门Mobileye秘密提交IPO申请据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。3、特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”4、Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。5、煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。这主要是由于公司发布公告称，与高盛达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。6、拒绝跟风！优衣库创始人称将继续在俄经营业务俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。7、巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少伯克希尔哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持西方石油公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863303627,"gmtCreate":1632356334869,"gmtModify":1676530760242,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863303627","repostId":"2169683366","repostType":2,"repost":{"id":"2169683366","pubTimestamp":1632346753,"share":"https://www.laohu8.com/m/news/2169683366?lang=&edition=full","pubTime":"2021-09-23 05:39","market":"us","language":"zh","title":"外媒头条：美联储称可能很快就会减码购债！加息预期提前","url":"https://stock-news.laohu8.com/highlight/detail?id=2169683366","media":"新浪美股","summary":"　　美联储当地时间周三将基准利率维持在近零水平，但表示加息可能会比预期早一点，同时大幅下调了美国今年的经济增长预期。　　美联储声明表示，可能很快就会放慢购买债券的步伐。近期媒体的一项调查显示，投资者预计美联储将在11月宣布缩减购债，并于12月正式开始。　　此外，半数委员会成员现在认为首次加息将在2022年发生。美联储6月份发布经济预测时，略多数成员认为加息会在2023年进行。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美联储按兵不动 称可能很快就会放慢购债步伐 加息预期提前</b>\n</blockquote>\n<blockquote>\n <b>2、调查：投资者认为是时候在股市中采取保守策略了</b>\n</blockquote>\n<blockquote>\n <b>3、美国8月份二手房销量下降 因高房价逼退部分买房者</b>\n</blockquote>\n<blockquote>\n <b>4、美国政府停摆和债务上限问题日益紧迫 民主党仍有后备杀手锏</b>\n</blockquote>\n<blockquote>\n <b>5、美国财长耶伦据悉向华尔街高管求助解决债务上限问题</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/50acb966ae0fa22fd804334cd3285156\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储按兵不动 称可能很快就会放慢购债步伐 加息预期提前</b></p>\n<p>美联储当地时间周三将基准利率维持在近零水平，但表示加息可能会比预期早一点，同时大幅下调了美国今年的经济增长预期。</p>\n<p>美联储声明表示，可能很快就会放慢购买债券的步伐。声明称：“如果（经济）如预期广泛持续取得进展，委员会认为调整资产购买步伐可能很快就有保障。”</p>\n<p>但是没有迹象表明这种情况何时会发生。近期媒体的一项调查显示，投资者预计美联储将在11月宣布缩减购债，并于12月正式开始。</p>\n<p>此外，半数委员会成员现在认为首次加息将在2022年发生。美联储6月份发布经济预测时，略多数成员认为加息会在2023年进行。</p>\n<p>美联储的点阵图显示，9名委员预计美联储将在2022年开始加息，占总委员数量一半，6月时为7名；其中6名委员预计在2022年加息一次，3名委员预计在2022年加息两次。</p>\n<p><img src=\"https://static.tigerbbs.com/ee61dd9fe3e53070a1d0efed49b773f5\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>调查：投资者认为是时候在股市中采取保守策略了</b></p>\n<p>据媒体最新调查，华尔街投资者们认为，随着本月担忧继情绪续加剧，是时候将一些风险排除在外了。</p>\n<p>媒体本周对大约400名首席投资官、股票策略师、投资组合经理和媒体撰稿人进行了调查。当被问及他们愿意为自己和客户接受什么样的市场风险时，超过四分之三的受访者表示，现在是在股市中非常保守的时候了。</p>\n<p>尽管投资者目前对市场持更为谨慎的看法，但他们仍认为未来12个月股市可能会走高。约一半的受访者表示，标普500指数在未来12个月内将上涨5%以上。44%的人表示将基本持平，5%的人表示预计明年会下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/a555d9e7955c84942454b8a60786120b\" tg-width=\"538\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国8月份二手房销量下降 因高房价逼退部分买房者</b></p>\n<p>美国8月二手房销量下降，表明需求正在放缓，房源减少和高房价令一些买家离场。</p>\n<p>美国全国地产经纪商协会（NAR）周三公布的数据显示，8月份二手房销量较前月下降2%，折合成年率为588万套，符合经济学家预期。</p>\n<p>“显然，住宅销售正在放缓，但仍高于疫情前水平，” NAR首席经济学家Lawrence Yun在与记者的电话会议上表示。</p>\n<p>这一下降表明，尽管融资成本仍然处于历史低位，但数量有限的待售物业和房价飙升正在限制需求。 受高端物业销量增加推动，8月二手房的售价中值同比上涨14.9%至35.67万美元。</p>\n<p>由于房价高企，上个月首次购房者占比下降至29%，为2019年以来的最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/ad258bd51b79705058c47785ac8bb8df\" tg-width=\"550\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国政府停摆和债务上限问题日益紧迫 民主党仍有后备杀手锏</b></p>\n<p>美国民主党正在推进的旨在避免政府停摆和联邦违约的策略几乎注定要失败，从而提高了金融市场遭遇冲击的可能性，不过美国议员在市场压力下料最终将采取行动。</p>\n<p>虽然众议院周二晚间通过了一项议案，让联邦政府在9月30日财政年度结束后仍能获得运作资金，并将债务上限暂停一年以上，但共和党的反对意味着它肯定会在参议院失败。</p>\n<p>一旦参议院拒绝--预计将在未来几天发生--债务上限和政府停摆将成为非常紧迫的问题。根据财长珍妮特·耶伦的说法，美国财政部将在10月的晚些时候耗尽其继续偿债的能力。</p>\n<p>虽然可能出现多种情形，但熟悉财政磋商的观察者认为，民主党最终会选择从权宜支出法案中拿掉债务上限条款。这将确保两党能通过该支出法案以避免政府停摆，同时民主党人将在参议院使用快速程序来提高债务上限，从而无需共和党的支持。</p>\n<p><img src=\"https://static.tigerbbs.com/f6d0d9656fb05ef243d081f9cb58cd0f\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><b>美国财长耶伦据悉向华尔街高管求助解决债务上限问题</b></p>\n<p>据知情人士透露，美国财政部长珍妮特·耶伦最近几天致电华尔街前几大金融公司的首席执行官，希望他们帮忙向共和党人施压，迫使后者支持提高或暂停债务上限。</p>\n<p>不愿具名讨论非公开信息的知情人士称，耶伦接触了<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的Jamie Dimon、<a href=\"https://laohu8.com/S/C\">花旗</a>的Jane Fraser、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>的Charlie Scharf、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的Brian Moynihan及<a href=\"https://laohu8.com/S/GS\">高盛</a>一名高管。</p>\n<p>这些通话表明美国政府避免出现潜在危机的压力正在增大。众议院周二通过了将债务上限暂停逾一年的法案，但几乎肯定无法获得参议院通过。耶伦曾表示，财政部到10月某个时候将无力支付政府应付款项。</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>外媒头条：美联储称可能很快就会减码购债！加息预期提前</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外媒头条：美联储称可能很快就会减码购债！加息预期提前\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 05:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-23/doc-iktzscyx5758921.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美联储按兵不动 称可能很快就会放慢购债步伐 加息预期提前\n\n\n2、调查：投资者认为是时候在股市中采取保守策略了\n\n\n3、美国8月份二手房销量下降 因高房价逼退部分买房者\n\n\n4、美国政府停摆和债务上限问题日益紧迫 民主党仍有后备杀手锏\n\n\n5、美国财长耶伦据悉向华尔街高管求助解决债务上限问题\n\n\n美联储按兵不动 称可能很快就会放慢购债步伐 加息...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-23/doc-iktzscyx5758921.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/50acb966ae0fa22fd804334cd3285156","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","DDM":"道指两倍做多ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-23/doc-iktzscyx5758921.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169683366","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美联储按兵不动 称可能很快就会放慢购债步伐 加息预期提前\n\n\n2、调查：投资者认为是时候在股市中采取保守策略了\n\n\n3、美国8月份二手房销量下降 因高房价逼退部分买房者\n\n\n4、美国政府停摆和债务上限问题日益紧迫 民主党仍有后备杀手锏\n\n\n5、美国财长耶伦据悉向华尔街高管求助解决债务上限问题\n\n\n美联储按兵不动 称可能很快就会放慢购债步伐 加息预期提前\n美联储当地时间周三将基准利率维持在近零水平，但表示加息可能会比预期早一点，同时大幅下调了美国今年的经济增长预期。\n美联储声明表示，可能很快就会放慢购买债券的步伐。声明称：“如果（经济）如预期广泛持续取得进展，委员会认为调整资产购买步伐可能很快就有保障。”\n但是没有迹象表明这种情况何时会发生。近期媒体的一项调查显示，投资者预计美联储将在11月宣布缩减购债，并于12月正式开始。\n此外，半数委员会成员现在认为首次加息将在2022年发生。美联储6月份发布经济预测时，略多数成员认为加息会在2023年进行。\n美联储的点阵图显示，9名委员预计美联储将在2022年开始加息，占总委员数量一半，6月时为7名；其中6名委员预计在2022年加息一次，3名委员预计在2022年加息两次。\n\n调查：投资者认为是时候在股市中采取保守策略了\n据媒体最新调查，华尔街投资者们认为，随着本月担忧继情绪续加剧，是时候将一些风险排除在外了。\n媒体本周对大约400名首席投资官、股票策略师、投资组合经理和媒体撰稿人进行了调查。当被问及他们愿意为自己和客户接受什么样的市场风险时，超过四分之三的受访者表示，现在是在股市中非常保守的时候了。\n尽管投资者目前对市场持更为谨慎的看法，但他们仍认为未来12个月股市可能会走高。约一半的受访者表示，标普500指数在未来12个月内将上涨5%以上。44%的人表示将基本持平，5%的人表示预计明年会下跌。\n\n美国8月份二手房销量下降 因高房价逼退部分买房者\n美国8月二手房销量下降，表明需求正在放缓，房源减少和高房价令一些买家离场。\n美国全国地产经纪商协会（NAR）周三公布的数据显示，8月份二手房销量较前月下降2%，折合成年率为588万套，符合经济学家预期。\n“显然，住宅销售正在放缓，但仍高于疫情前水平，” NAR首席经济学家Lawrence Yun在与记者的电话会议上表示。\n这一下降表明，尽管融资成本仍然处于历史低位，但数量有限的待售物业和房价飙升正在限制需求。 受高端物业销量增加推动，8月二手房的售价中值同比上涨14.9%至35.67万美元。\n由于房价高企，上个月首次购房者占比下降至29%，为2019年以来的最低水平。\n\n美国政府停摆和债务上限问题日益紧迫 民主党仍有后备杀手锏\n美国民主党正在推进的旨在避免政府停摆和联邦违约的策略几乎注定要失败，从而提高了金融市场遭遇冲击的可能性，不过美国议员在市场压力下料最终将采取行动。\n虽然众议院周二晚间通过了一项议案，让联邦政府在9月30日财政年度结束后仍能获得运作资金，并将债务上限暂停一年以上，但共和党的反对意味着它肯定会在参议院失败。\n一旦参议院拒绝--预计将在未来几天发生--债务上限和政府停摆将成为非常紧迫的问题。根据财长珍妮特·耶伦的说法，美国财政部将在10月的晚些时候耗尽其继续偿债的能力。\n虽然可能出现多种情形，但熟悉财政磋商的观察者认为，民主党最终会选择从权宜支出法案中拿掉债务上限条款。这将确保两党能通过该支出法案以避免政府停摆，同时民主党人将在参议院使用快速程序来提高债务上限，从而无需共和党的支持。\n美国财长耶伦据悉向华尔街高管求助解决债务上限问题\n据知情人士透露，美国财政部长珍妮特·耶伦最近几天致电华尔街前几大金融公司的首席执行官，希望他们帮忙向共和党人施压，迫使后者支持提高或暂停债务上限。\n不愿具名讨论非公开信息的知情人士称，耶伦接触了摩根大通的Jamie Dimon、花旗的Jane Fraser、富国银行的Charlie Scharf、美国银行的Brian Moynihan及高盛一名高管。\n这些通话表明美国政府避免出现潜在危机的压力正在增大。众议院周二通过了将债务上限暂停逾一年的法案，但几乎肯定无法获得参议院通过。耶伦曾表示，财政部到10月某个时候将无力支付政府应付款项。","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888176515,"gmtCreate":1631468699537,"gmtModify":1676530552146,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888176515","repostId":"814194591","repostType":1,"repost":{"id":814194591,"gmtCreate":1630790845613,"gmtModify":1676530393877,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;Do you think that Apple will hit 160 soon?&nbsp; I sure hope so!&nbsp; Apple to the moon??????","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;Do you think that Apple will hit 160 soon?&nbsp; I sure hope so!&nbsp; Apple to the moon??????","text":"$Apple(AAPL)$ Do you think that Apple will hit 160 soon? I sure hope so! Apple to the moon??????","images":[{"img":"https://static.tigerbbs.com/65d8c37610d4bb45a1864721f6ea00b1","width":"1080","height":"3543"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814194591","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807516517,"gmtCreate":1628043246539,"gmtModify":1703500138667,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807516517","repostId":"1154291132","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802956337,"gmtCreate":1627710065529,"gmtModify":1703495091282,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802956337","repostId":"2155015426","repostType":2,"repost":{"id":"2155015426","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1627701540,"share":"https://www.laohu8.com/m/news/2155015426?lang=&edition=full","pubTime":"2021-07-31 11:19","market":"us","language":"en","title":"There are enough red flags that 'investors have to start considering de-risking,' warns star money manager","url":"https://stock-news.laohu8.com/highlight/detail?id=2155015426","media":"Dow Jones","summary":"Guggenheim's Minerd warns that the stock market could see a severe correction.\n\nInvestors may be ign","content":"<blockquote>\n Guggenheim's Minerd warns that the stock market could see a severe correction.\n</blockquote>\n<p>Investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than it is currently being given credit for by financial markets.</p>\n<p>That's the current stance of Scott Minerd, CIO of Guggenheim Investments, on the state of the U.S. stock market as COVID cases rise in some American states, fueled by the highly transmissible delta variant of coronavirus.</p>\n<p>In a research blog published on Friday , Minerd warns that the variant may be as contagious as chickenpox and other infectious diseases, according to recent research, and could cause a fresh run of disruptions to businesses, stymying the rebound from the global epidemic.</p>\n<p>On Tuesday, the CDC revived its recommendation that Americans wear masks indoors in public places, even if they have been vaccinated, in regions where COVID cases are rising. Public-health officials have said that COVID's delta variant is present in the nose and mouth at levels of more than 1,000 times the original virus.</p>\n<p>So even though vaccinated people are protected from its symptoms, they can still spread the delta variant, whose contagiousness is greater than the common cold, and on a par with the most-transmissible illnesses like chickenpox, epidemiologists have said.</p>\n<p>Minerd, though acknowledging that he isn't a medical expert in a CNBC interview, said that he is worried that the recent spike might see U.S. cases surge within six to eight weeks to levels not seen since last December at around 200,000.</p>\n<p>He referred to the current surge in the pandemic as \"mind-numbing,\" in the interview with the business television network.</p>\n<p>\"The increase in the absolute number of cases on a weekly basis appears to be similar to what we witnessed last summer when COVID infections began to spike going into the autumn,\" the Guggenheim CIO wrote in his blog .</p>\n<p>He pointed to the \"R\" transmission rate of the delta variant. He notes that the transmission rate of the initial strain of the coronavirus back in early 2020 \"was somewhere between two and three, meaning that if someone were exposed to the virus, they would, on average, infect two to three more people.\"</p>\n<p>If the R rate of an infectious disease is less than 1, the disease will \"eventually peter out,\" but if it is greater than 1 it will spread, he noted.</p>\n<p>The R rate of the delta variant is around six, \"which is two to three times more transmissible than the initial COVID strain,\" Minerd wrote.</p>\n<p>Minerd speculated that the stock market could see a 10% or 20% correction, due to the economic slowdown resulting from a fresh delta-fueled rise in case counts.</p>\n<p>\"The potential resurgence of the pandemic is happening during a seasonally weak period for risk assets. This increases the probability of downside risk,\" he wrote.</p>\n<p>On Friday afternoon , the Dow Jones Industrial Average and S&amp;P 500 index were off less than 1% from their July 26 record highs, while the Nasdaq Composite Index was off a little over 1% from its record earlier this week.</p>\n<p>To be sure, a number of analysts view the market as richly valued and make the case that its current loftiness might merit a pullback, especially if American corporations have reached peak earnings and the economy has seen peak growth in the aftermath of the pandemic.</p>\n<p>Still, Minerd told the business network that a correction, although painful for investors, could present \"a great buying opportunity.\"</p>\n<p>Against his downside backdrop, Minerd also sees the possibility that the benchmark 10-year Treasury rate could fall from 1.23% to around 0.65%, which would bring the yields for the government debt, used to price everything from mortgages to car loans, to its lowest level since Octoberand September of 2020.</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>There are enough red flags that 'investors have to start considering de-risking,' warns star money manager</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\">\nThere are enough red flags that 'investors have to start considering de-risking,' warns star money manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-31 11:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Guggenheim's Minerd warns that the stock market could see a severe correction.\n</blockquote>\n<p>Investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than it is currently being given credit for by financial markets.</p>\n<p>That's the current stance of Scott Minerd, CIO of Guggenheim Investments, on the state of the U.S. stock market as COVID cases rise in some American states, fueled by the highly transmissible delta variant of coronavirus.</p>\n<p>In a research blog published on Friday , Minerd warns that the variant may be as contagious as chickenpox and other infectious diseases, according to recent research, and could cause a fresh run of disruptions to businesses, stymying the rebound from the global epidemic.</p>\n<p>On Tuesday, the CDC revived its recommendation that Americans wear masks indoors in public places, even if they have been vaccinated, in regions where COVID cases are rising. Public-health officials have said that COVID's delta variant is present in the nose and mouth at levels of more than 1,000 times the original virus.</p>\n<p>So even though vaccinated people are protected from its symptoms, they can still spread the delta variant, whose contagiousness is greater than the common cold, and on a par with the most-transmissible illnesses like chickenpox, epidemiologists have said.</p>\n<p>Minerd, though acknowledging that he isn't a medical expert in a CNBC interview, said that he is worried that the recent spike might see U.S. cases surge within six to eight weeks to levels not seen since last December at around 200,000.</p>\n<p>He referred to the current surge in the pandemic as \"mind-numbing,\" in the interview with the business television network.</p>\n<p>\"The increase in the absolute number of cases on a weekly basis appears to be similar to what we witnessed last summer when COVID infections began to spike going into the autumn,\" the Guggenheim CIO wrote in his blog .</p>\n<p>He pointed to the \"R\" transmission rate of the delta variant. He notes that the transmission rate of the initial strain of the coronavirus back in early 2020 \"was somewhere between two and three, meaning that if someone were exposed to the virus, they would, on average, infect two to three more people.\"</p>\n<p>If the R rate of an infectious disease is less than 1, the disease will \"eventually peter out,\" but if it is greater than 1 it will spread, he noted.</p>\n<p>The R rate of the delta variant is around six, \"which is two to three times more transmissible than the initial COVID strain,\" Minerd wrote.</p>\n<p>Minerd speculated that the stock market could see a 10% or 20% correction, due to the economic slowdown resulting from a fresh delta-fueled rise in case counts.</p>\n<p>\"The potential resurgence of the pandemic is happening during a seasonally weak period for risk assets. This increases the probability of downside risk,\" he wrote.</p>\n<p>On Friday afternoon , the Dow Jones Industrial Average and S&amp;P 500 index were off less than 1% from their July 26 record highs, while the Nasdaq Composite Index was off a little over 1% from its record earlier this week.</p>\n<p>To be sure, a number of analysts view the market as richly valued and make the case that its current loftiness might merit a pullback, especially if American corporations have reached peak earnings and the economy has seen peak growth in the aftermath of the pandemic.</p>\n<p>Still, Minerd told the business network that a correction, although painful for investors, could present \"a great buying opportunity.\"</p>\n<p>Against his downside backdrop, Minerd also sees the possibility that the benchmark 10-year Treasury rate could fall from 1.23% to around 0.65%, which would bring the yields for the government debt, used to price everything from mortgages to car loans, to its lowest level since Octoberand September of 2020.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155015426","content_text":"Guggenheim's Minerd warns that the stock market could see a severe correction.\n\nInvestors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than it is currently being given credit for by financial markets.\nThat's the current stance of Scott Minerd, CIO of Guggenheim Investments, on the state of the U.S. stock market as COVID cases rise in some American states, fueled by the highly transmissible delta variant of coronavirus.\nIn a research blog published on Friday , Minerd warns that the variant may be as contagious as chickenpox and other infectious diseases, according to recent research, and could cause a fresh run of disruptions to businesses, stymying the rebound from the global epidemic.\nOn Tuesday, the CDC revived its recommendation that Americans wear masks indoors in public places, even if they have been vaccinated, in regions where COVID cases are rising. Public-health officials have said that COVID's delta variant is present in the nose and mouth at levels of more than 1,000 times the original virus.\nSo even though vaccinated people are protected from its symptoms, they can still spread the delta variant, whose contagiousness is greater than the common cold, and on a par with the most-transmissible illnesses like chickenpox, epidemiologists have said.\nMinerd, though acknowledging that he isn't a medical expert in a CNBC interview, said that he is worried that the recent spike might see U.S. cases surge within six to eight weeks to levels not seen since last December at around 200,000.\nHe referred to the current surge in the pandemic as \"mind-numbing,\" in the interview with the business television network.\n\"The increase in the absolute number of cases on a weekly basis appears to be similar to what we witnessed last summer when COVID infections began to spike going into the autumn,\" the Guggenheim CIO wrote in his blog .\nHe pointed to the \"R\" transmission rate of the delta variant. He notes that the transmission rate of the initial strain of the coronavirus back in early 2020 \"was somewhere between two and three, meaning that if someone were exposed to the virus, they would, on average, infect two to three more people.\"\nIf the R rate of an infectious disease is less than 1, the disease will \"eventually peter out,\" but if it is greater than 1 it will spread, he noted.\nThe R rate of the delta variant is around six, \"which is two to three times more transmissible than the initial COVID strain,\" Minerd wrote.\nMinerd speculated that the stock market could see a 10% or 20% correction, due to the economic slowdown resulting from a fresh delta-fueled rise in case counts.\n\"The potential resurgence of the pandemic is happening during a seasonally weak period for risk assets. This increases the probability of downside risk,\" he wrote.\nOn Friday afternoon , the Dow Jones Industrial Average and S&P 500 index were off less than 1% from their July 26 record highs, while the Nasdaq Composite Index was off a little over 1% from its record earlier this week.\nTo be sure, a number of analysts view the market as richly valued and make the case that its current loftiness might merit a pullback, especially if American corporations have reached peak earnings and the economy has seen peak growth in the aftermath of the pandemic.\nStill, Minerd told the business network that a correction, although painful for investors, could present \"a great buying opportunity.\"\nAgainst his downside backdrop, Minerd also sees the possibility that the benchmark 10-year Treasury rate could fall from 1.23% to around 0.65%, which would bring the yields for the government debt, used to price everything from mortgages to car loans, to its lowest level since Octoberand September of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":863303627,"gmtCreate":1632356334869,"gmtModify":1676530760242,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863303627","repostId":"2169683366","repostType":2,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038067538,"gmtCreate":1646699834700,"gmtModify":1676534151836,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038067538","repostId":"1198510306","repostType":2,"repost":{"id":"1198510306","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":1646696733,"share":"https://www.laohu8.com/m/news/1198510306?lang=&edition=full","pubTime":"2022-03-08 07:45","market":"us","language":"zh","title":"昨夜今晨 | 纳指跌入熊市！能源价格飙升欧股入熊","url":"https://stock-news.laohu8.com/highlight/detail?id=1198510306","media":"老虎资讯综合","summary":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近","content":"<html><head></head><body><blockquote>摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%，<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%，一起教育涨超10%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期：消费者渴望重新出行</a></p><p>据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称，与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风！优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。</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 | 纳指跌入熊市！能源价格飙升欧股入熊</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 纳指跌入熊市！能源价格飙升欧股入熊\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\">2022-03-08 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%，<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%，一起教育涨超10%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%，<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期：消费者渴望重新出行</a></p><p>据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称，与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风！优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","BK4561":"索罗斯持仓","PSQ":"纳指反向ETF","BK4550":"红杉资本持仓","QID":"纳指两倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198510306","content_text":"摘要：①美股周一大幅收跌，标普跌近3%，纳指跌超3%跌入熊市；②商品期货再度大涨，伦镍一度暴涨近80%；③第三轮俄乌谈判无实质结果，停火磋商将继续进行；④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。海外市场1、收盘：冲突局势与通胀忧虑施压 美股收跌道指下挫800点美股周一大幅收跌，标普跌近3%创逾一年最大跌幅，道指跌近800点，纳指跌超3%、跌入熊市，均创一年新低。道指跌2.37%，纳指跌3.62%，标普500指数跌2.95%。2、热门中概股周一收盘大多走低 小牛电动跌近17% 哔哩哔哩跌超8%热门中概股周一收盘大多走低，小牛电动跌近17%，财报显示Q4净利润同比下降18%；流利说跌超17%，哔哩哔哩跌超8%；新能源汽车股走低，小鹏汽车跌近8%，理想汽车跌超5%，蔚来汽车跌超2%。阳光动力涨超28%，开心汽车涨超21%，一起教育涨超10%，网易有道涨超8%，微美全息涨超6%，好未来涨超4%，高途涨超3%。3、美或抵制俄国原油 美国WTI原油收高3.2%由于美英等国考虑禁止进口俄罗斯石油，原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油（WTI）上涨3.72美元，涨幅为3.2%，收于每桶119.40美元。FactSet数据显示，按照近月合约计算，这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧石油价格创有史以来最大单日波幅，早前一度飙升至近140美元的水平，之后回落，因美国表示正在考虑禁止进口俄罗斯原油，加剧了供应紧张的可能性。布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称，拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示，没有暂停进口俄罗斯能源的计划，加剧了市场的波动。5、黄金期货周一收高1.5% 盘中一度突破2000美元关口黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级，令避险情绪高涨，推动周一黄金期货价格一度突破每盎司2000美元关口。纽约商品交易所4月交割的黄金期货价格上涨29.30美元，涨幅1.5%，收于每盎司1995.90美元，盘中一度上涨至每盎司2007.50美元。6、欧洲股市在能源价格飙升之际跌入熊市欧洲股市跌至一年来的最低水平，DAX指数和欧元区斯托克50指数收盘进入熊市，因为油价飙升引发了高通胀将损伤经济增长的担忧。DAX指数收盘下跌2％，至2020年11月以来的最低水平，从1月份的创纪录高位累计下跌21％。欧元区斯托克50指数收盘下跌1.2％，也收于熊市。7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录欧洲基准天然气期货飙升79%，达到相当于每桶原油超过600美元，市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金，促使企业购买交易所合约以避免支付现金，进而导致期货价格进一步飙升。俄乌局势相关1、第三轮俄乌谈判无实质结果 停火磋商将继续进行第三轮俄乌谈判结束后，乌克兰代表团的一名成员表示，与俄罗斯关于停火和停止敌对行动的磋商将继续进行，相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示，俄乌第三轮会谈没取得能实质改善局势的结果。俄罗斯代表团团长梅津斯基则表示，俄方希望人道主义走廊从明天开始运行，乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。由于担心葵花籽油价格飙升，土耳其周末期间出现抢购，民众在一家商店争抢较低价葵花籽油的视频引起热议；部分连锁超市网站缺货在全球最大的小麦进口国埃及，由于成本走高，过去一周部分未受补贴的面包价格大幅上涨；在大开罗地区，一包五片面饼的售价约为7.5埃及镑（0.48美元），而一周前为5埃及镑。3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响，最大的海运集装箱集团马士基（AMKBY.US）和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。供应链咨询公司FourKites的格伦•克普克表示，海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。国际宏观1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%据两位知情官员透露，欧盟委员会正在规划结束对俄罗斯天然气依赖的路径，这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码，欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示，这份计划将于周二提交，内容包括寻找新的天然气来源和提高能源效率，目标是远早于2030年摆脱对俄罗斯的依赖。2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议美国参议院和众议院四位高层领导人发表声明，已就制裁俄罗斯的法案大纲达成协议，表示将共同起草法案，暂停与俄罗斯和白俄罗斯的正常贸易关系，并授权拜登政府提高面向两国的关税。3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停伦敦金银市场协会周一表示，在美国、欧盟和英国对俄罗斯实施制裁后，该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖英国首相鲍里斯·约翰逊表示，面对俄乌两国之间的紧张局势，英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示，英国将在未来几天制定新的能源供应战略，并指出英国正在考虑使用更多自己的化石燃料。但他同时强调，英国并没有放弃减少碳排放的承诺。5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令随着全球主要原油和粮食产地卷入动荡，在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称，欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令，帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的农产品进口，主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道，这些产品也是动物饲料的主要来源。公司新闻1、Uber调高第一季度业绩预期：消费者渴望重新出行据报道，Uber上调了2022年第一季度业绩预期，原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中，Uber股价一度上涨约 2%。与此同时，竞争对手Lyft的股价也上涨了2%以上。Uber在提交给美国证券交易委员会（SEC）的文件中称，现预计，今年第一季度调整后的EBITDA（息税折旧及摊销前利润） 将在1.3亿美元至1.5亿美元之间，高于之前预期的1亿美元至1.3亿美元之间。2、英特尔自动驾驶业务部门Mobileye秘密提交IPO申请据报道，英特尔公司3月7日宣布，旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会（SEC）秘密提交Form S-1注册声明草案，拟首次公开发行（IPO）Mobileye新股。目前，新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行，具体时间还要取决于市场和其他条件。3、特斯拉大多头：柏林“超级工厂”获批 该股最大悬念被清除特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示，柏林“超级工厂”获批生产对特斯拉来说至关重要。Ives写道，“在德国当局表示特斯拉可以在柏林的新工厂开始生产后，特斯拉股票‘最大悬念’已经被消除。”4、Wedbush：春季发布会即将召开 予苹果“跑赢大盘”评级苹果将于当地时间3月8日上午10点（北京时间3月9日凌晨2点）举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE，以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为，以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级，目标价为200美元。5、煤炭巨头皮博迪一度暴跌超24%，被迫在煤价飙升时追加大额保证金3月7日周一，全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%，从上周五所创的2019年5月中旬以来近三年高位大幅回落，接近抹去月内全部涨幅。这主要是由于公司发布公告称，与高盛达成一项融资安排，后者提供1.5亿美元的无担保可多次提取信贷额度，以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。6、拒绝跟风！优衣库创始人称将继续在俄经营业务俄乌冲突升级以后，西方国家对俄罗斯采取制裁措施的同时，欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场，但也有公司拒绝跟风，坚持继续运营在俄罗斯的业务。7、巴菲特谈增持西方石油：五天投了45亿美元，能买多少买多少伯克希尔哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持西方石油公司股份的经过，称他在上周五个交易日内豪掷45亿美元，买入了9120万股，按当前股价计算价值超过了50亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802956337,"gmtCreate":1627710065529,"gmtModify":1703495091282,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802956337","repostId":"2155015426","repostType":2,"repost":{"id":"2155015426","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1627701540,"share":"https://www.laohu8.com/m/news/2155015426?lang=&edition=full","pubTime":"2021-07-31 11:19","market":"us","language":"en","title":"There are enough red flags that 'investors have to start considering de-risking,' warns star money manager","url":"https://stock-news.laohu8.com/highlight/detail?id=2155015426","media":"Dow Jones","summary":"Guggenheim's Minerd warns that the stock market could see a severe correction.\n\nInvestors may be ign","content":"<blockquote>\n Guggenheim's Minerd warns that the stock market could see a severe correction.\n</blockquote>\n<p>Investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than it is currently being given credit for by financial markets.</p>\n<p>That's the current stance of Scott Minerd, CIO of Guggenheim Investments, on the state of the U.S. stock market as COVID cases rise in some American states, fueled by the highly transmissible delta variant of coronavirus.</p>\n<p>In a research blog published on Friday , Minerd warns that the variant may be as contagious as chickenpox and other infectious diseases, according to recent research, and could cause a fresh run of disruptions to businesses, stymying the rebound from the global epidemic.</p>\n<p>On Tuesday, the CDC revived its recommendation that Americans wear masks indoors in public places, even if they have been vaccinated, in regions where COVID cases are rising. Public-health officials have said that COVID's delta variant is present in the nose and mouth at levels of more than 1,000 times the original virus.</p>\n<p>So even though vaccinated people are protected from its symptoms, they can still spread the delta variant, whose contagiousness is greater than the common cold, and on a par with the most-transmissible illnesses like chickenpox, epidemiologists have said.</p>\n<p>Minerd, though acknowledging that he isn't a medical expert in a CNBC interview, said that he is worried that the recent spike might see U.S. cases surge within six to eight weeks to levels not seen since last December at around 200,000.</p>\n<p>He referred to the current surge in the pandemic as \"mind-numbing,\" in the interview with the business television network.</p>\n<p>\"The increase in the absolute number of cases on a weekly basis appears to be similar to what we witnessed last summer when COVID infections began to spike going into the autumn,\" the Guggenheim CIO wrote in his blog .</p>\n<p>He pointed to the \"R\" transmission rate of the delta variant. He notes that the transmission rate of the initial strain of the coronavirus back in early 2020 \"was somewhere between two and three, meaning that if someone were exposed to the virus, they would, on average, infect two to three more people.\"</p>\n<p>If the R rate of an infectious disease is less than 1, the disease will \"eventually peter out,\" but if it is greater than 1 it will spread, he noted.</p>\n<p>The R rate of the delta variant is around six, \"which is two to three times more transmissible than the initial COVID strain,\" Minerd wrote.</p>\n<p>Minerd speculated that the stock market could see a 10% or 20% correction, due to the economic slowdown resulting from a fresh delta-fueled rise in case counts.</p>\n<p>\"The potential resurgence of the pandemic is happening during a seasonally weak period for risk assets. This increases the probability of downside risk,\" he wrote.</p>\n<p>On Friday afternoon , the Dow Jones Industrial Average and S&amp;P 500 index were off less than 1% from their July 26 record highs, while the Nasdaq Composite Index was off a little over 1% from its record earlier this week.</p>\n<p>To be sure, a number of analysts view the market as richly valued and make the case that its current loftiness might merit a pullback, especially if American corporations have reached peak earnings and the economy has seen peak growth in the aftermath of the pandemic.</p>\n<p>Still, Minerd told the business network that a correction, although painful for investors, could present \"a great buying opportunity.\"</p>\n<p>Against his downside backdrop, Minerd also sees the possibility that the benchmark 10-year Treasury rate could fall from 1.23% to around 0.65%, which would bring the yields for the government debt, used to price everything from mortgages to car loans, to its lowest level since Octoberand September of 2020.</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>There are enough red flags that 'investors have to start considering de-risking,' warns star money manager</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\">\nThere are enough red flags that 'investors have to start considering de-risking,' warns star money manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-31 11:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Guggenheim's Minerd warns that the stock market could see a severe correction.\n</blockquote>\n<p>Investors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than it is currently being given credit for by financial markets.</p>\n<p>That's the current stance of Scott Minerd, CIO of Guggenheim Investments, on the state of the U.S. stock market as COVID cases rise in some American states, fueled by the highly transmissible delta variant of coronavirus.</p>\n<p>In a research blog published on Friday , Minerd warns that the variant may be as contagious as chickenpox and other infectious diseases, according to recent research, and could cause a fresh run of disruptions to businesses, stymying the rebound from the global epidemic.</p>\n<p>On Tuesday, the CDC revived its recommendation that Americans wear masks indoors in public places, even if they have been vaccinated, in regions where COVID cases are rising. Public-health officials have said that COVID's delta variant is present in the nose and mouth at levels of more than 1,000 times the original virus.</p>\n<p>So even though vaccinated people are protected from its symptoms, they can still spread the delta variant, whose contagiousness is greater than the common cold, and on a par with the most-transmissible illnesses like chickenpox, epidemiologists have said.</p>\n<p>Minerd, though acknowledging that he isn't a medical expert in a CNBC interview, said that he is worried that the recent spike might see U.S. cases surge within six to eight weeks to levels not seen since last December at around 200,000.</p>\n<p>He referred to the current surge in the pandemic as \"mind-numbing,\" in the interview with the business television network.</p>\n<p>\"The increase in the absolute number of cases on a weekly basis appears to be similar to what we witnessed last summer when COVID infections began to spike going into the autumn,\" the Guggenheim CIO wrote in his blog .</p>\n<p>He pointed to the \"R\" transmission rate of the delta variant. He notes that the transmission rate of the initial strain of the coronavirus back in early 2020 \"was somewhere between two and three, meaning that if someone were exposed to the virus, they would, on average, infect two to three more people.\"</p>\n<p>If the R rate of an infectious disease is less than 1, the disease will \"eventually peter out,\" but if it is greater than 1 it will spread, he noted.</p>\n<p>The R rate of the delta variant is around six, \"which is two to three times more transmissible than the initial COVID strain,\" Minerd wrote.</p>\n<p>Minerd speculated that the stock market could see a 10% or 20% correction, due to the economic slowdown resulting from a fresh delta-fueled rise in case counts.</p>\n<p>\"The potential resurgence of the pandemic is happening during a seasonally weak period for risk assets. This increases the probability of downside risk,\" he wrote.</p>\n<p>On Friday afternoon , the Dow Jones Industrial Average and S&amp;P 500 index were off less than 1% from their July 26 record highs, while the Nasdaq Composite Index was off a little over 1% from its record earlier this week.</p>\n<p>To be sure, a number of analysts view the market as richly valued and make the case that its current loftiness might merit a pullback, especially if American corporations have reached peak earnings and the economy has seen peak growth in the aftermath of the pandemic.</p>\n<p>Still, Minerd told the business network that a correction, although painful for investors, could present \"a great buying opportunity.\"</p>\n<p>Against his downside backdrop, Minerd also sees the possibility that the benchmark 10-year Treasury rate could fall from 1.23% to around 0.65%, which would bring the yields for the government debt, used to price everything from mortgages to car loans, to its lowest level since Octoberand September of 2020.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155015426","content_text":"Guggenheim's Minerd warns that the stock market could see a severe correction.\n\nInvestors may be ignoring mounting evidence that the delta variant of COVID-19 could be more troublesome than it is currently being given credit for by financial markets.\nThat's the current stance of Scott Minerd, CIO of Guggenheim Investments, on the state of the U.S. stock market as COVID cases rise in some American states, fueled by the highly transmissible delta variant of coronavirus.\nIn a research blog published on Friday , Minerd warns that the variant may be as contagious as chickenpox and other infectious diseases, according to recent research, and could cause a fresh run of disruptions to businesses, stymying the rebound from the global epidemic.\nOn Tuesday, the CDC revived its recommendation that Americans wear masks indoors in public places, even if they have been vaccinated, in regions where COVID cases are rising. Public-health officials have said that COVID's delta variant is present in the nose and mouth at levels of more than 1,000 times the original virus.\nSo even though vaccinated people are protected from its symptoms, they can still spread the delta variant, whose contagiousness is greater than the common cold, and on a par with the most-transmissible illnesses like chickenpox, epidemiologists have said.\nMinerd, though acknowledging that he isn't a medical expert in a CNBC interview, said that he is worried that the recent spike might see U.S. cases surge within six to eight weeks to levels not seen since last December at around 200,000.\nHe referred to the current surge in the pandemic as \"mind-numbing,\" in the interview with the business television network.\n\"The increase in the absolute number of cases on a weekly basis appears to be similar to what we witnessed last summer when COVID infections began to spike going into the autumn,\" the Guggenheim CIO wrote in his blog .\nHe pointed to the \"R\" transmission rate of the delta variant. He notes that the transmission rate of the initial strain of the coronavirus back in early 2020 \"was somewhere between two and three, meaning that if someone were exposed to the virus, they would, on average, infect two to three more people.\"\nIf the R rate of an infectious disease is less than 1, the disease will \"eventually peter out,\" but if it is greater than 1 it will spread, he noted.\nThe R rate of the delta variant is around six, \"which is two to three times more transmissible than the initial COVID strain,\" Minerd wrote.\nMinerd speculated that the stock market could see a 10% or 20% correction, due to the economic slowdown resulting from a fresh delta-fueled rise in case counts.\n\"The potential resurgence of the pandemic is happening during a seasonally weak period for risk assets. This increases the probability of downside risk,\" he wrote.\nOn Friday afternoon , the Dow Jones Industrial Average and S&P 500 index were off less than 1% from their July 26 record highs, while the Nasdaq Composite Index was off a little over 1% from its record earlier this week.\nTo be sure, a number of analysts view the market as richly valued and make the case that its current loftiness might merit a pullback, especially if American corporations have reached peak earnings and the economy has seen peak growth in the aftermath of the pandemic.\nStill, Minerd told the business network that a correction, although painful for investors, could present \"a great buying opportunity.\"\nAgainst his downside backdrop, Minerd also sees the possibility that the benchmark 10-year Treasury rate could fall from 1.23% to around 0.65%, which would bring the yields for the government debt, used to price everything from mortgages to car loans, to its lowest level since Octoberand September of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807516517,"gmtCreate":1628043246539,"gmtModify":1703500138667,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807516517","repostId":"1154291132","repostType":4,"repost":{"id":"1154291132","pubTimestamp":1628041967,"share":"https://www.laohu8.com/m/news/1154291132?lang=&edition=full","pubTime":"2021-08-04 09:52","market":"us","language":"en","title":"Energy Stocks Look Cheap if Oil Prices Are an Indicator","url":"https://stock-news.laohu8.com/highlight/detail?id=1154291132","media":"Barrons","summary":"The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a p","content":"<p>The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a potential buying opportunity.</p>\n<p>The price of WTI Crude oil is up about 45% year-to-date as reopenings and trillions of dollars of fiscal stimulus have jolted economic demand.</p>\n<p>Energy stocks have also performed handsomely. The&nbsp;Energy Select Sector SPDR Fund(ticker: XLE), which counts oil majors&nbsp;Exxon Mobil(XOM) and&nbsp;Chevron(CVX) as its two largest holdings, has risen about 30.5% for the year. That outpaces the&nbsp;S&amp;P 500’s&nbsp;gain in that time by about 11 percentage points.</p>\n<p>But stock gains for&nbsp;energy companies&nbsp;should be stronger than that, given historical trends. With crude oil recently trading around $70 a barrel, the average S&amp;P 500 energy stock should have outperformed the broader index by several times greater than the outperformance seen in 2021, according to Citigroup data.</p>\n<p>The bank’s data show a tight correlation between the price of crude oil and the outperformance of energy stocks, dating back to 1995. Recently, the two have become decorrelated. Now, “the [energy] stocks look underpriced given the rebound in crude,” writes Tobias Levkovich, chief U.S. equity strategist at Citigroup.</p>\n<p><img src=\"https://static.tigerbbs.com/b4d90632bcc788f231842041326cc72d\" tg-width=\"865\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Others on Wall Street have also noted the fairly cheap price of energy stocks. Strategists at Truist recently wrote that energy stocks have been in an “oversold” condition. Just a week ago,none of the S&amp;P 500 energy stocks were trading above their 50-day moving averages.</p>\n<p>On the flip side, the relatively disappointing performance of energy stocks could signify that the price of crude oil is bound to drop.</p>\n<p>To be sure, investors have recently been grappling with&nbsp;the strong possibility that the U.S. has already seen the fastest economic growth it will see&nbsp;for the current economic expansion, a dynamic that isn’t positive for oil demand. The price of oil—and the energy fund—have both fallen from 2021 peaks hit in July and June, respectively.</p>\n<p>But those who believe in strengthening oil demand can believe in oil stocks from here.</p>","source":"lsy1601382232898","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>Energy Stocks Look Cheap if Oil Prices Are an Indicator</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\">\nEnergy Stocks Look Cheap if Oil Prices Are an Indicator\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/energy-stocks-look-cheap-if-oil-prices-are-an-indicator-51628026755?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a potential buying opportunity.\nThe price of WTI Crude oil is up about 45% year-to-date as reopenings ...</p>\n\n<a href=\"https://www.barrons.com/articles/energy-stocks-look-cheap-if-oil-prices-are-an-indicator-51628026755?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","SLB":"斯伦贝谢","HAL":"哈里伯顿","OXY":"西方石油","XLE":"SPDR能源指数ETF","RDS.A":"荷兰皇家壳牌石油A类股","XOM":"埃克森美孚","COP":"康菲石油","BP":"英国石油","CPE":"卡隆石油"},"source_url":"https://www.barrons.com/articles/energy-stocks-look-cheap-if-oil-prices-are-an-indicator-51628026755?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154291132","content_text":"The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a potential buying opportunity.\nThe price of WTI Crude oil is up about 45% year-to-date as reopenings and trillions of dollars of fiscal stimulus have jolted economic demand.\nEnergy stocks have also performed handsomely. The Energy Select Sector SPDR Fund(ticker: XLE), which counts oil majors Exxon Mobil(XOM) and Chevron(CVX) as its two largest holdings, has risen about 30.5% for the year. That outpaces the S&P 500’s gain in that time by about 11 percentage points.\nBut stock gains for energy companies should be stronger than that, given historical trends. With crude oil recently trading around $70 a barrel, the average S&P 500 energy stock should have outperformed the broader index by several times greater than the outperformance seen in 2021, according to Citigroup data.\nThe bank’s data show a tight correlation between the price of crude oil and the outperformance of energy stocks, dating back to 1995. Recently, the two have become decorrelated. Now, “the [energy] stocks look underpriced given the rebound in crude,” writes Tobias Levkovich, chief U.S. equity strategist at Citigroup.\n\nOthers on Wall Street have also noted the fairly cheap price of energy stocks. Strategists at Truist recently wrote that energy stocks have been in an “oversold” condition. Just a week ago,none of the S&P 500 energy stocks were trading above their 50-day moving averages.\nOn the flip side, the relatively disappointing performance of energy stocks could signify that the price of crude oil is bound to drop.\nTo be sure, investors have recently been grappling with the strong possibility that the U.S. has already seen the fastest economic growth it will see for the current economic expansion, a dynamic that isn’t positive for oil demand. The price of oil—and the energy fund—have both fallen from 2021 peaks hit in July and June, respectively.\nBut those who believe in strengthening oil demand can believe in oil stocks from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888176515,"gmtCreate":1631468699537,"gmtModify":1676530552146,"author":{"id":"4090665296008810","authorId":"4090665296008810","name":"KATLIM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888176515","repostId":"814194591","repostType":1,"repost":{"id":814194591,"gmtCreate":1630790845613,"gmtModify":1676530393877,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;Do you think that Apple will hit 160 soon?&nbsp; I sure hope so!&nbsp; Apple to the moon??????","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;Do you think that Apple will hit 160 soon?&nbsp; I sure hope so!&nbsp; Apple to the moon??????","text":"$Apple(AAPL)$ Do you think that Apple will hit 160 soon? I sure hope so! Apple to the moon??????","images":[{"img":"https://static.tigerbbs.com/65d8c37610d4bb45a1864721f6ea00b1","width":"1080","height":"3543"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814194591","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}