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u寶寶
02-22
$特斯拉(TSLA)$
u寶寶
2022-12-27
$蘋果(AAPL)$
u寶寶
2022-12-21
$特斯拉(TSLA)$
[愤怒]
u寶寶
2022-12-19
[微笑]
u寶寶
2022-12-16
$特斯拉(TSLA)$
u寶寶
2022-12-15
$蘋果(AAPL)$
u寶寶
2022-12-14
$特斯拉(TSLA)$
[流泪]
u寶寶
2022-12-13
$台積電(TSM)$
u寶寶
2022-12-12
$英偉達(NVDA)$
u寶寶
2022-12-11
$特斯拉(TSLA)$
u寶寶
2022-12-08
$台積電(TSM)$
[微笑]
u寶寶
2022-12-07
$蘋果(AAPL)$
[微笑]
u寶寶
2022-12-06
$蘋果(AAPL)$
u寶寶
2022-12-05
$蘋果(AAPL)$
u寶寶
2022-12-03
$蘋果(AAPL)$
u寶寶
2022-12-02
$蘋果(AAPL)$
u寶寶
2022-12-01
$特斯拉(TSLA)$
u寶寶
2022-11-28
$特斯拉(TSLA)$
u寶寶
2022-11-27
$台積電(TSM)$
u寶寶
2022-11-26
$特斯拉(TSLA)$
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","text":"$特斯拉(TSLA)$[微笑]","images":[{"img":"https://community-static.tradeup.com/news/721bece243747c50bf6bc590a4115c1d","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911536978","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9002274435,"gmtCreate":1642033764372,"gmtModify":1676533673976,"author":{"id":"4104409638095460","authorId":"4104409638095460","name":"u寶寶","avatar":"https://static.itradeup.com/news/47ca2cc136a417355402d82ec28eb9d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104409638095460","authorIdStr":"4104409638095460"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002274435","repostId":"1125942285","repostType":4,"repost":{"id":"1125942285","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642032098,"share":"https://ttm.financial/m/news/1125942285?lang=&edition=fundamental","pubTime":"2022-01-13 08:01","market":"hk","language":"zh","title":"昨夜今晨:美国通胀爆表!鲍威尔表态,全球市场都在涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1125942285","media":"老虎资讯综合","summary":"摘要:①美股三大股指小幅收高,纳指涨0.23%,热门中概股普遍收高;美油创两月来最高收盘价;②鲍威尔称,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”;③沙特阿拉伯主","content":"<html><head></head><body><blockquote>摘要:①美股三大股指小幅收高,纳指涨0.23%,热门中概股普遍收高;美油创两月来最高收盘价;②鲍威尔称,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”;③沙特阿拉伯主权财富基金计划今年向股市投资100亿美元。</blockquote><p>海外市场</p><p>1、美股周三小幅收高!纳指三连涨<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近4%</p><p>周三公布的数据显示,美国CPI年率录得7%,创下自1982年6月以来的最高水平,不过并未超出市场预期,美股对此反应平淡,三大指数小幅收涨。</p><p>道指涨0.11%,纳指涨0.23%,标普500指数涨0.28%。</p><p>大型科技股多数上涨,特斯拉收涨逾3.9%表现最佳,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet涨1.2%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨约1%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近0.3%,奈飞收跌近0.7%,Meta跌逾0.3%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>微跌约0.1%。</p><p>2、热门中概股周三普遍收高 <a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>涨超9%</p><p>热门中概股周三普遍收高,前程无忧涨超9%,该公司此前收到修订私有化交易合并对价的提案,对价从每股普通股79.05美元现金降至57.25美元;新能源汽车股继续走高。</p><p>其他中概股方面,<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超10%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、前程无忧涨超9%,<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>涨超3%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超5%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超3%。</p><p>3、欧股主要指数上涨,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>收涨0.8%</p><p>德国DAX30指数周三收涨0.43%,英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>涨0.81%,法国CAC40指数涨0.75%,欧洲斯托克50指数涨0.84%。</p><p>4、美国WTI原油周三收高1.8% 创两个月来最高收盘价</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署(EIA)周三报告,美国上周原油库存减少460万桶,总数降至4.133亿桶,创2018年以来的最低库存水平。</p><p>Tyche资本管理公司常务理事Tariq Zahir表示,尽管原油制成品的库存增长比预期大得多,但美国原油供应量的下降幅度同样超过预期,同时俄克拉荷马州库欣地区原油交付中心的库存也出现大幅下降。</p><p>纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.42美元,涨幅近1.8%,收于每桶82.64美元,创11月9日以来的最高收盘价。</p><p>5、周三黄金期货收高0.5% 创今年迄今最高收盘价</p><p>GoldSeek总裁兼首席执行官Peter Spina表示:“对黄金而言,最重要的一点是它使黄金以火箭速度飞升,通货膨胀就是火箭燃料。现在,随着情况表明通胀已全面融入经济系统,并且人们对通胀的认识越来越高,黄金将从中大为受益。”</p><p>周三纽约商品交易所2月交割的黄金期货价格上涨8.80美元,涨幅为0.5%,收于每盎司1827.30美元,创12月31日以来的最高收盘价,并录得并连续第4个交易日上涨。周二该期货收高1.1%。</p><p>6、寒流即将席卷美国东海岸 天然气期货暴涨逾14%</p><p>OTC Global Holdings高级副总裁兼首席数据分析师Campbell Faulkner表示:“由于天气寒冷,加上对供应趋紧的担忧,整个北美地区的天然气价格都在走高。”</p><p>Sanctuary Wealth首席投资官Jeff Kilburg补充称,价格飙升的部分原因是空头回补。“一场完美风暴正在冲击天然气市场,由于供应短缺依然存在,再加上严寒天气的影响,这一切都被放大了,许多做空投机者被被迫回补仓位,从而夸大了今天的涨势。”</p><p>国际宏观</p><p>1、爆表!美国2021年通胀率创39年最高!美联储主席:必要时将加息更多次</p><p>鲍威尔表示,美国通胀高企说明经济不再需要高度宽松的政策。高通胀是阻碍充分就业的严重威胁,通胀压力可能持续到明年年中。如果通胀持续时间更长,这意味着更根深蒂固的风险,美联储的政策将作出回应,且美联储愿意灵活地调整政策。</p><p>关于美联储缩减购债和缩表进程,鲍威尔称,将在3月底结束资产购买。在某种程度上,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”。</p><p>2、美联储理事Brainard:遏制过高的通胀是紧迫任务</p><p>美联储理事Lael Brainard表示,解决通胀问题并使其回落到2%,并同时维持具有包容性的复苏,这是美联储最紧迫的任务。</p><p>3、美联储褐皮书:经济活动在2021年最后几周温和扩张</p><p>报告称,尽管增长步伐温和,但企业对材料和投入品的需求以及对工人的需求仍然很高。在奥密克戎变体迅速传播之前,消费者支出继续以稳定的速度增长。但随着最近几周新病例数量的增加,大多数地区都注意到休闲旅行、酒店入住率和餐厅客流量突然回落。</p><p>4、美联储布拉德:今年可能会加息四次</p><p>“实际上,我现在认为我们可能应该在2022年进行四次加息,”布拉德在接受采访时表示。</p><p>布拉德称,在美国通胀仍然偏高的情况下,联邦公开市场委员会(FOMC)非常可能会在3月份开始加息。</p><p>5、克利夫兰联储行长:撤出刺激政策势在必行 赞成3月份加息</p><p>克利夫兰联邦储备银行行长Loretta Mester称,美联储需要撤出疫情期的刺激政策以遏制通胀。其重申支持3月加息。</p><p>Mester周三表示,“撤出宽松措施的理由非常充分,我们还将考虑如何处理资产负债表。”</p><p>6、IMF总裁:加息以对抗通胀或加深全球经济分化</p><p>国际货币基金组织总裁格奥尔基耶娃(Kristalina Georgieva)周三表示,旨在对抗通胀的加息可能会加剧发达经济体和发展中经济体之间经济发展“危险”和“深化”的分歧。</p><p>格奥尔基耶娃表示,通胀并非普遍现象,但在一些国家尤其是美国是个问题。美国消费者价格在12月份同比飙升7%,达到近40年来最大的年度增幅。</p><p>7、福奇:奥密克戎毒株将在美国感染“几乎每个人”</p><p>福奇在11日举行的美国参议院听证会上也曾发表过类似的言论,福奇曾表示,“很难处理现在发生的事情,因为美国大多数人都会感染新冠病毒。”</p><p>据报道,包括新泽西州、马里兰州和弗吉尼亚州在内的一些州已宣布进入紧急状态,以应对由奥密克戎毒株引起的新冠病例激增。全美各地的医院都因新冠病例激增而不堪重负。</p><p>8、沙特阿拉伯主权财富基金计划今年向股市投资100亿美元</p><p>据知情人士透露,沙特阿拉伯的主权财富基金计划今年更深入公开市场,将额外投资约100亿美元至上市股票,以实现至2025年以前将资产至少翻倍的目标。据悉由王储主持的公共投资基金(PIF),正在寻求基于主题策略购买全球股票,焦点在电子商务和可再生能源等领域。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1149957519\" target=\"_blank\">微软挖角苹果资深工程师 以开发自研服务器芯片</a></p><p>知情人士透露,微软从苹果公司挖走了一位资深工程师,因其希望扩大自家的服务器芯片业务。</p><p>知情人士表示,Mike Filippo将在由Rani Borkar运营的微软Azure团队内从事处理器工作。微软发言人证实了Filippo的聘用,他还曾在Arm Ltd.和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>工作过。</p><p>2、<a href=\"https://laohu8.com/NW/1129586465\" target=\"_blank\">沙特主权基金要加码美股:今年拟买股百亿美元 目标三年资产翻倍</a></p><p>据知情人士透露,沙特阿拉伯的主权财富基金计划今年更深入公开市场,将额外投资约100亿美元至上市股票,以实现至2025年以前将资产至少翻倍的目标。据悉由王储主持的公共投资基金(PIF),正在寻求基于主题策略购买全球股票,焦点在电子商务和可再生能源等领域。</p><p>3、<a href=\"https://laohu8.com/NW/1155214695\" target=\"_blank\">大众汽车被芯片问题卡脖子 销量降至十年来最低</a></p><p>大众汽车周三公告称,尽管订单强劲,但零部件短缺打击了产量,去年全集团交付量下降4.5%,至888万辆,为2011年以来最低。</p><p>该公司的状况比许多同行都要糟糕。</p><p>4、<a href=\"https://laohu8.com/NW/1133955159\" target=\"_blank\">苹果年底前选定Apple Car制造商 韩国零部件供应商摩拳擦掌</a></p><p>韩国媒体最新报道,当地的零部件供应商已经打响了、进入苹果自动驾驶电动汽车Apple Car供应链的战争。据预计,苹果有望在今年年内完成Apple Car供应商的遴选工作,并转入全面开发阶段。当前,苹果对韩国零部件供应商的兴趣浓厚。</p><p>该报道称,苹果高管于2021年12月11日访问了韩国的一些汽车公司,这是他们第二次与韩国公司进行相关谈判。</p><p>6、<a href=\"https://laohu8.com/NW/1152504148\" target=\"_blank\">英国监管机构正式对微软收购微妙通讯展开调查</a></p><p>微软收购微妙通讯的计划正在接受英国竞争和市场管理局(CMA)的正式调查,以确定该收购是否会削弱英国市场的竞争力。</p><p>CMA在当地时间周三的公告中表示,对该收购交易第二阶段审查的最后期限定为3月9日。</p><p>7、<a href=\"https://laohu8.com/NW/1100604494\" target=\"_blank\">苹果绝口不提元宇宙 投资者却开始畅想其未来</a></p><p>投资者和分析师表示,他们押注苹果将在明年左右推出扩展现实的设备,并为未来几年的新增长带来潜力。</p><p>苹果方面对未来的计划几乎没有透露,不过首席执行长库克近年来一直对这类技术表示赞赏,并表示这将是苹果未来至关重要的一部分。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>资深苹果分析师Katy Huberty上月将苹果的目标股价从164美元上调至200美元,以计入与这些产品线相关的未来价值。</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:美国通胀爆表!鲍威尔表态,全球市场都在涨</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:美国通胀爆表!鲍威尔表态,全球市场都在涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-13 08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股三大股指小幅收高,纳指涨0.23%,热门中概股普遍收高;美油创两月来最高收盘价;②鲍威尔称,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”;③沙特阿拉伯主权财富基金计划今年向股市投资100亿美元。</blockquote><p>海外市场</p><p>1、美股周三小幅收高!纳指三连涨<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近4%</p><p>周三公布的数据显示,美国CPI年率录得7%,创下自1982年6月以来的最高水平,不过并未超出市场预期,美股对此反应平淡,三大指数小幅收涨。</p><p>道指涨0.11%,纳指涨0.23%,标普500指数涨0.28%。</p><p>大型科技股多数上涨,特斯拉收涨逾3.9%表现最佳,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet涨1.2%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨约1%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近0.3%,奈飞收跌近0.7%,Meta跌逾0.3%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>微跌约0.1%。</p><p>2、热门中概股周三普遍收高 <a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>涨超9%</p><p>热门中概股周三普遍收高,前程无忧涨超9%,该公司此前收到修订私有化交易合并对价的提案,对价从每股普通股79.05美元现金降至57.25美元;新能源汽车股继续走高。</p><p>其他中概股方面,<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超10%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、前程无忧涨超9%,<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>涨超3%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超5%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超3%。</p><p>3、欧股主要指数上涨,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>收涨0.8%</p><p>德国DAX30指数周三收涨0.43%,英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>涨0.81%,法国CAC40指数涨0.75%,欧洲斯托克50指数涨0.84%。</p><p>4、美国WTI原油周三收高1.8% 创两个月来最高收盘价</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署(EIA)周三报告,美国上周原油库存减少460万桶,总数降至4.133亿桶,创2018年以来的最低库存水平。</p><p>Tyche资本管理公司常务理事Tariq Zahir表示,尽管原油制成品的库存增长比预期大得多,但美国原油供应量的下降幅度同样超过预期,同时俄克拉荷马州库欣地区原油交付中心的库存也出现大幅下降。</p><p>纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.42美元,涨幅近1.8%,收于每桶82.64美元,创11月9日以来的最高收盘价。</p><p>5、周三黄金期货收高0.5% 创今年迄今最高收盘价</p><p>GoldSeek总裁兼首席执行官Peter Spina表示:“对黄金而言,最重要的一点是它使黄金以火箭速度飞升,通货膨胀就是火箭燃料。现在,随着情况表明通胀已全面融入经济系统,并且人们对通胀的认识越来越高,黄金将从中大为受益。”</p><p>周三纽约商品交易所2月交割的黄金期货价格上涨8.80美元,涨幅为0.5%,收于每盎司1827.30美元,创12月31日以来的最高收盘价,并录得并连续第4个交易日上涨。周二该期货收高1.1%。</p><p>6、寒流即将席卷美国东海岸 天然气期货暴涨逾14%</p><p>OTC Global Holdings高级副总裁兼首席数据分析师Campbell Faulkner表示:“由于天气寒冷,加上对供应趋紧的担忧,整个北美地区的天然气价格都在走高。”</p><p>Sanctuary Wealth首席投资官Jeff Kilburg补充称,价格飙升的部分原因是空头回补。“一场完美风暴正在冲击天然气市场,由于供应短缺依然存在,再加上严寒天气的影响,这一切都被放大了,许多做空投机者被被迫回补仓位,从而夸大了今天的涨势。”</p><p>国际宏观</p><p>1、爆表!美国2021年通胀率创39年最高!美联储主席:必要时将加息更多次</p><p>鲍威尔表示,美国通胀高企说明经济不再需要高度宽松的政策。高通胀是阻碍充分就业的严重威胁,通胀压力可能持续到明年年中。如果通胀持续时间更长,这意味着更根深蒂固的风险,美联储的政策将作出回应,且美联储愿意灵活地调整政策。</p><p>关于美联储缩减购债和缩表进程,鲍威尔称,将在3月底结束资产购买。在某种程度上,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”。</p><p>2、美联储理事Brainard:遏制过高的通胀是紧迫任务</p><p>美联储理事Lael Brainard表示,解决通胀问题并使其回落到2%,并同时维持具有包容性的复苏,这是美联储最紧迫的任务。</p><p>3、美联储褐皮书:经济活动在2021年最后几周温和扩张</p><p>报告称,尽管增长步伐温和,但企业对材料和投入品的需求以及对工人的需求仍然很高。在奥密克戎变体迅速传播之前,消费者支出继续以稳定的速度增长。但随着最近几周新病例数量的增加,大多数地区都注意到休闲旅行、酒店入住率和餐厅客流量突然回落。</p><p>4、美联储布拉德:今年可能会加息四次</p><p>“实际上,我现在认为我们可能应该在2022年进行四次加息,”布拉德在接受采访时表示。</p><p>布拉德称,在美国通胀仍然偏高的情况下,联邦公开市场委员会(FOMC)非常可能会在3月份开始加息。</p><p>5、克利夫兰联储行长:撤出刺激政策势在必行 赞成3月份加息</p><p>克利夫兰联邦储备银行行长Loretta Mester称,美联储需要撤出疫情期的刺激政策以遏制通胀。其重申支持3月加息。</p><p>Mester周三表示,“撤出宽松措施的理由非常充分,我们还将考虑如何处理资产负债表。”</p><p>6、IMF总裁:加息以对抗通胀或加深全球经济分化</p><p>国际货币基金组织总裁格奥尔基耶娃(Kristalina Georgieva)周三表示,旨在对抗通胀的加息可能会加剧发达经济体和发展中经济体之间经济发展“危险”和“深化”的分歧。</p><p>格奥尔基耶娃表示,通胀并非普遍现象,但在一些国家尤其是美国是个问题。美国消费者价格在12月份同比飙升7%,达到近40年来最大的年度增幅。</p><p>7、福奇:奥密克戎毒株将在美国感染“几乎每个人”</p><p>福奇在11日举行的美国参议院听证会上也曾发表过类似的言论,福奇曾表示,“很难处理现在发生的事情,因为美国大多数人都会感染新冠病毒。”</p><p>据报道,包括新泽西州、马里兰州和弗吉尼亚州在内的一些州已宣布进入紧急状态,以应对由奥密克戎毒株引起的新冠病例激增。全美各地的医院都因新冠病例激增而不堪重负。</p><p>8、沙特阿拉伯主权财富基金计划今年向股市投资100亿美元</p><p>据知情人士透露,沙特阿拉伯的主权财富基金计划今年更深入公开市场,将额外投资约100亿美元至上市股票,以实现至2025年以前将资产至少翻倍的目标。据悉由王储主持的公共投资基金(PIF),正在寻求基于主题策略购买全球股票,焦点在电子商务和可再生能源等领域。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/1149957519\" target=\"_blank\">微软挖角苹果资深工程师 以开发自研服务器芯片</a></p><p>知情人士透露,微软从苹果公司挖走了一位资深工程师,因其希望扩大自家的服务器芯片业务。</p><p>知情人士表示,Mike Filippo将在由Rani Borkar运营的微软Azure团队内从事处理器工作。微软发言人证实了Filippo的聘用,他还曾在Arm Ltd.和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>工作过。</p><p>2、<a href=\"https://laohu8.com/NW/1129586465\" target=\"_blank\">沙特主权基金要加码美股:今年拟买股百亿美元 目标三年资产翻倍</a></p><p>据知情人士透露,沙特阿拉伯的主权财富基金计划今年更深入公开市场,将额外投资约100亿美元至上市股票,以实现至2025年以前将资产至少翻倍的目标。据悉由王储主持的公共投资基金(PIF),正在寻求基于主题策略购买全球股票,焦点在电子商务和可再生能源等领域。</p><p>3、<a href=\"https://laohu8.com/NW/1155214695\" target=\"_blank\">大众汽车被芯片问题卡脖子 销量降至十年来最低</a></p><p>大众汽车周三公告称,尽管订单强劲,但零部件短缺打击了产量,去年全集团交付量下降4.5%,至888万辆,为2011年以来最低。</p><p>该公司的状况比许多同行都要糟糕。</p><p>4、<a href=\"https://laohu8.com/NW/1133955159\" target=\"_blank\">苹果年底前选定Apple Car制造商 韩国零部件供应商摩拳擦掌</a></p><p>韩国媒体最新报道,当地的零部件供应商已经打响了、进入苹果自动驾驶电动汽车Apple Car供应链的战争。据预计,苹果有望在今年年内完成Apple Car供应商的遴选工作,并转入全面开发阶段。当前,苹果对韩国零部件供应商的兴趣浓厚。</p><p>该报道称,苹果高管于2021年12月11日访问了韩国的一些汽车公司,这是他们第二次与韩国公司进行相关谈判。</p><p>6、<a href=\"https://laohu8.com/NW/1152504148\" target=\"_blank\">英国监管机构正式对微软收购微妙通讯展开调查</a></p><p>微软收购微妙通讯的计划正在接受英国竞争和市场管理局(CMA)的正式调查,以确定该收购是否会削弱英国市场的竞争力。</p><p>CMA在当地时间周三的公告中表示,对该收购交易第二阶段审查的最后期限定为3月9日。</p><p>7、<a href=\"https://laohu8.com/NW/1100604494\" target=\"_blank\">苹果绝口不提元宇宙 投资者却开始畅想其未来</a></p><p>投资者和分析师表示,他们押注苹果将在明年左右推出扩展现实的设备,并为未来几年的新增长带来潜力。</p><p>苹果方面对未来的计划几乎没有透露,不过首席执行长库克近年来一直对这类技术表示赞赏,并表示这将是苹果未来至关重要的一部分。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>资深苹果分析师Katy Huberty上月将苹果的目标股价从164美元上调至200美元,以计入与这些产品线相关的未来价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","BK4504":"桥水持仓","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125942285","content_text":"摘要:①美股三大股指小幅收高,纳指涨0.23%,热门中概股普遍收高;美油创两月来最高收盘价;②鲍威尔称,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”;③沙特阿拉伯主权财富基金计划今年向股市投资100亿美元。海外市场1、美股周三小幅收高!纳指三连涨特斯拉涨近4%周三公布的数据显示,美国CPI年率录得7%,创下自1982年6月以来的最高水平,不过并未超出市场预期,美股对此反应平淡,三大指数小幅收涨。道指涨0.11%,纳指涨0.23%,标普500指数涨0.28%。大型科技股多数上涨,特斯拉收涨逾3.9%表现最佳,谷歌母公司Alphabet涨1.2%,微软涨约1%,苹果涨近0.3%,奈飞收跌近0.7%,Meta跌逾0.3%,亚马逊微跌约0.1%。2、热门中概股周三普遍收高 前程无忧涨超9%热门中概股周三普遍收高,前程无忧涨超9%,该公司此前收到修订私有化交易合并对价的提案,对价从每股普通股79.05美元现金降至57.25美元;新能源汽车股继续走高。其他中概股方面,趣头条涨超10%,网易有道、前程无忧涨超9%,汽车之家涨超3%。新能源汽车股中,小鹏汽车、蔚来汽车涨超5%,理想汽车涨超3%。3、欧股主要指数上涨,英国富时100收涨0.8%德国DAX30指数周三收涨0.43%,英国富时100指数涨0.81%,法国CAC40指数涨0.75%,欧洲斯托克50指数涨0.84%。4、美国WTI原油周三收高1.8% 创两个月来最高收盘价美国能源信息署(EIA)周三报告,美国上周原油库存减少460万桶,总数降至4.133亿桶,创2018年以来的最低库存水平。Tyche资本管理公司常务理事Tariq Zahir表示,尽管原油制成品的库存增长比预期大得多,但美国原油供应量的下降幅度同样超过预期,同时俄克拉荷马州库欣地区原油交付中心的库存也出现大幅下降。纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.42美元,涨幅近1.8%,收于每桶82.64美元,创11月9日以来的最高收盘价。5、周三黄金期货收高0.5% 创今年迄今最高收盘价GoldSeek总裁兼首席执行官Peter Spina表示:“对黄金而言,最重要的一点是它使黄金以火箭速度飞升,通货膨胀就是火箭燃料。现在,随着情况表明通胀已全面融入经济系统,并且人们对通胀的认识越来越高,黄金将从中大为受益。”周三纽约商品交易所2月交割的黄金期货价格上涨8.80美元,涨幅为0.5%,收于每盎司1827.30美元,创12月31日以来的最高收盘价,并录得并连续第4个交易日上涨。周二该期货收高1.1%。6、寒流即将席卷美国东海岸 天然气期货暴涨逾14%OTC Global Holdings高级副总裁兼首席数据分析师Campbell Faulkner表示:“由于天气寒冷,加上对供应趋紧的担忧,整个北美地区的天然气价格都在走高。”Sanctuary Wealth首席投资官Jeff Kilburg补充称,价格飙升的部分原因是空头回补。“一场完美风暴正在冲击天然气市场,由于供应短缺依然存在,再加上严寒天气的影响,这一切都被放大了,许多做空投机者被被迫回补仓位,从而夸大了今天的涨势。”国际宏观1、爆表!美国2021年通胀率创39年最高!美联储主席:必要时将加息更多次鲍威尔表示,美国通胀高企说明经济不再需要高度宽松的政策。高通胀是阻碍充分就业的严重威胁,通胀压力可能持续到明年年中。如果通胀持续时间更长,这意味着更根深蒂固的风险,美联储的政策将作出回应,且美联储愿意灵活地调整政策。关于美联储缩减购债和缩表进程,鲍威尔称,将在3月底结束资产购买。在某种程度上,今年晚些时候可能会允许资产负债表收缩,而这次削减资产负债表将会比上次“更早更快”。2、美联储理事Brainard:遏制过高的通胀是紧迫任务美联储理事Lael Brainard表示,解决通胀问题并使其回落到2%,并同时维持具有包容性的复苏,这是美联储最紧迫的任务。3、美联储褐皮书:经济活动在2021年最后几周温和扩张报告称,尽管增长步伐温和,但企业对材料和投入品的需求以及对工人的需求仍然很高。在奥密克戎变体迅速传播之前,消费者支出继续以稳定的速度增长。但随着最近几周新病例数量的增加,大多数地区都注意到休闲旅行、酒店入住率和餐厅客流量突然回落。4、美联储布拉德:今年可能会加息四次“实际上,我现在认为我们可能应该在2022年进行四次加息,”布拉德在接受采访时表示。布拉德称,在美国通胀仍然偏高的情况下,联邦公开市场委员会(FOMC)非常可能会在3月份开始加息。5、克利夫兰联储行长:撤出刺激政策势在必行 赞成3月份加息克利夫兰联邦储备银行行长Loretta Mester称,美联储需要撤出疫情期的刺激政策以遏制通胀。其重申支持3月加息。Mester周三表示,“撤出宽松措施的理由非常充分,我们还将考虑如何处理资产负债表。”6、IMF总裁:加息以对抗通胀或加深全球经济分化国际货币基金组织总裁格奥尔基耶娃(Kristalina Georgieva)周三表示,旨在对抗通胀的加息可能会加剧发达经济体和发展中经济体之间经济发展“危险”和“深化”的分歧。格奥尔基耶娃表示,通胀并非普遍现象,但在一些国家尤其是美国是个问题。美国消费者价格在12月份同比飙升7%,达到近40年来最大的年度增幅。7、福奇:奥密克戎毒株将在美国感染“几乎每个人”福奇在11日举行的美国参议院听证会上也曾发表过类似的言论,福奇曾表示,“很难处理现在发生的事情,因为美国大多数人都会感染新冠病毒。”据报道,包括新泽西州、马里兰州和弗吉尼亚州在内的一些州已宣布进入紧急状态,以应对由奥密克戎毒株引起的新冠病例激增。全美各地的医院都因新冠病例激增而不堪重负。8、沙特阿拉伯主权财富基金计划今年向股市投资100亿美元据知情人士透露,沙特阿拉伯的主权财富基金计划今年更深入公开市场,将额外投资约100亿美元至上市股票,以实现至2025年以前将资产至少翻倍的目标。据悉由王储主持的公共投资基金(PIF),正在寻求基于主题策略购买全球股票,焦点在电子商务和可再生能源等领域。公司新闻1、微软挖角苹果资深工程师 以开发自研服务器芯片知情人士透露,微软从苹果公司挖走了一位资深工程师,因其希望扩大自家的服务器芯片业务。知情人士表示,Mike Filippo将在由Rani Borkar运营的微软Azure团队内从事处理器工作。微软发言人证实了Filippo的聘用,他还曾在Arm Ltd.和英特尔工作过。2、沙特主权基金要加码美股:今年拟买股百亿美元 目标三年资产翻倍据知情人士透露,沙特阿拉伯的主权财富基金计划今年更深入公开市场,将额外投资约100亿美元至上市股票,以实现至2025年以前将资产至少翻倍的目标。据悉由王储主持的公共投资基金(PIF),正在寻求基于主题策略购买全球股票,焦点在电子商务和可再生能源等领域。3、大众汽车被芯片问题卡脖子 销量降至十年来最低大众汽车周三公告称,尽管订单强劲,但零部件短缺打击了产量,去年全集团交付量下降4.5%,至888万辆,为2011年以来最低。该公司的状况比许多同行都要糟糕。4、苹果年底前选定Apple Car制造商 韩国零部件供应商摩拳擦掌韩国媒体最新报道,当地的零部件供应商已经打响了、进入苹果自动驾驶电动汽车Apple Car供应链的战争。据预计,苹果有望在今年年内完成Apple Car供应商的遴选工作,并转入全面开发阶段。当前,苹果对韩国零部件供应商的兴趣浓厚。该报道称,苹果高管于2021年12月11日访问了韩国的一些汽车公司,这是他们第二次与韩国公司进行相关谈判。6、英国监管机构正式对微软收购微妙通讯展开调查微软收购微妙通讯的计划正在接受英国竞争和市场管理局(CMA)的正式调查,以确定该收购是否会削弱英国市场的竞争力。CMA在当地时间周三的公告中表示,对该收购交易第二阶段审查的最后期限定为3月9日。7、苹果绝口不提元宇宙 投资者却开始畅想其未来投资者和分析师表示,他们押注苹果将在明年左右推出扩展现实的设备,并为未来几年的新增长带来潜力。苹果方面对未来的计划几乎没有透露,不过首席执行长库克近年来一直对这类技术表示赞赏,并表示这将是苹果未来至关重要的一部分。摩根士丹利资深苹果分析师Katy Huberty上月将苹果的目标股价从164美元上调至200美元,以计入与这些产品线相关的未来价值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002153588,"gmtCreate":1641948544862,"gmtModify":1676533665330,"author":{"id":"4104409638095460","authorId":"4104409638095460","name":"u寶寶","avatar":"https://static.itradeup.com/news/47ca2cc136a417355402d82ec28eb9d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104409638095460","authorIdStr":"4104409638095460"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002153588","repostId":"1116788499","repostType":4,"repost":{"id":"1116788499","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641945473,"share":"https://ttm.financial/m/news/1116788499?lang=&edition=fundamental","pubTime":"2022-01-12 07:57","market":"sh","language":"zh","title":"昨夜今晨:鲍威尔证词不够鹰派?全球涨声一片","url":"https://stock-news.laohu8.com/highlight/detail?id=1116788499","media":"老虎资讯综合","summary":"摘要:①美股三大股指集体收涨,纳指大涨1.41%;②热门中概股周二收盘普遍上涨,趣头条涨超15%;③周二美油收高3.8%,创两月来最高收盘价;④美联储高官再发鹰声:又一今年票委支持3月加息。海外市场1","content":"<html><head></head><body><blockquote>摘要:①美股三大股指集体收涨,纳指大涨1.41%;②热门中概股周二收盘普遍上涨,<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超15%;③周二美油收高3.8%,创两月来最高收盘价;④美联储高官再发鹰声:又一今年票委支持3月加息。</blockquote><p>海外市场</p><p>1、美股反弹齐收涨!科技股再挺纳指大涨1.41%</p><p>美国三大股指最近六个交易日首次集体收涨。标普500收涨0.92%,终结五日连跌,摆脱截至周一连续三日所创的去年12月21日以来低谷。道指收涨0.51%,报36252.02点,截至周一连跌四日并三日连创去年12月23日以来新低。纳指收涨1.41%,创1月4日上周二以来收盘新高,连涨两日。</p><p>美股大型科技股全线上涨,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收涨2.4%领涨,Meta涨近2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近1.7%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet涨近0.8%。</p><p>2、热门中概股周二收盘普遍上涨 趣头条涨超15%</p><p>热门中概股周二收盘普遍上涨,趣头条涨超15%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨超10%,新能源汽车股大涨。</p><p>其他中概股方面,京东、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超10%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超8%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超7%,图森未来涨近7%,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、涨超3%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近3%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、乐居涨超2%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超8%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近4%。</p><p>3、欧股全线收涨 德国DAX30指数涨1.11%</p><p>德国DAX30指数涨1.11%,法国CAC40指数涨0.95%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.62%,西班牙IBEX35指数涨0.58%,意大利富时MIB指数涨0.63%,欧洲斯托克50指数涨0.98%。</p><p>4、周二美油收高3.8% 创两月来最高收盘价</p><p>OANDA高级市场分析师Edward Moya表示,全球原油需求前景“看起来仍然乐观,因为大多数主要经济体已越来越接近奥密克戎变异毒株栅栏的另一边了。”</p><p>他表示,如果库存继续下降,美国原油气候价格将“冲向去年的高点”。</p><p>纽约商品交易所2月交割的西德州中质原油(WTI)期货价格上涨2.99美元,涨幅为3.8%,收于每桶81.22美元,创11月11日以来的最高收盘价。</p><p>5、黄金期货周二收高1.1% 创近一周新高</p><p>鲍威尔在连任听证会上表示,央行的加息计划不应该对经济造成影响或损害就业市场。鲍威尔本质上是在描绘经济“软着陆”的愿景,而不是衰退。</p><p>Gold Newsletter编辑Brien Lundin表示:“尽管所有市场都对美联储转向更加鹰派的言论感到震惊,但我认为鲍威尔的证词让人们确信美联储不会采取过于激进的行动,并将保持经济健康作为首要任务。”</p><p>纽约商品交易所2月交割的黄金期货价格上涨19.70美元,涨幅为1.1%,收于每盎司1818.50美元。按照最活跃的合约计算,周二黄金期货创下1月5日以来的最高结算价。至此黄金期货录得连续第三个交易日上涨。</p><p>6、中国之外的新兴市场出现投资流“急刹车”</p><p>根据国际金融协会的数据,外国投资者去年12月从中国之外的发展中国家债券撤资96亿美元,为2020年3月第一轮疫情重创市场以来最大规模资金流出。</p><p>“我们看到非中国新兴市场出现事实上的急刹车,”经济学家Jonathan Fortun在周二的报告中写道。“最新的omicron变异株、美联储加速减码以及美元走强都给业已紧张的新兴市场资金流前景带来了额外的风险。”</p><p>Fortun表示,中国与其他新兴市场之间的境况迥异,因投资者押注世界第二大经济体的反弹速度将快于其他地区。</p><p>国际宏观</p><p>1、鲍威尔:如果需要更进一步加息来降温通胀 美联储会这样做</p><p>鲍威尔表示,高通胀是阻碍充分就业的严重威胁,通胀压力可能持续到明年年中。如果通胀持续时间更长,这意味着更根深蒂固的风险,美联储的政策将作出回应。</p><p>此前,鲍威尔在为周二提名确认听证会准备的讲稿中表示,美联储坚定地致力于实现就业最大化和价格稳定的目标,将使用工具来支持经济和强劲的劳动力市场,并防止更高的通胀变得根深蒂固。</p><p>2、美联储高官再发鹰声:又一今年票委支持3月加息</p><p>美东时间1月11日周二,共有三名拥有今年美联储货币政策会FOMC会议投票权的联储高官讲话。率先发声的克利夫兰联储主席梅斯特(Loretta Mester)表示,为应对供应紧张的劳动力市场以及持续高企的和更为普遍的高通胀,今年美联储可能需要至少将加息三次,并且开始缩表。她说:</p><p>梅斯特说,最终的货币政策决策将取决于经济形势,以及新冠疫情如何变化,但指出,为了解决“远超”联储目标水平的通胀,美联储官员可能现在需要重新校准政策。鉴于通胀“远高于我们所需的水平”,劳动力市场吃紧,“美联储确实很可能撤除部分宽松。”</p><p>3、世界银行下调2022年全球增长预测 疫情和财政支持减弱都是原因</p><p>总部位于华盛顿的世界银行周二在半年度的《全球经济展望》报告中表示,今年全球GDP可能会增长4.1%,低于6月份时预测的4.3%。</p><p>“经济严重放缓正在发生,”该机构Prospects Group的首席经济学家Ayhan Kose在接受采访时表示。全球经济“基本上处在两条不同的航在线:先进经济体在高飞;新兴市场和发展中经济体有些低迷和落后。”</p><p>世界银行行长David Malpass所称的“异常不确定性”为全球前景蒙上阴影。该银行表示,下行风险包括Covid-19疫情的再次爆发、通胀预期失控的可能性,以及在债务水平创新高的情况下出现的财务压力。该机构表示,在支持政策空间有限的新兴市场,这些风险增加了经济硬着陆的可能性。</p><p>4、立法禁止国会议员炒股?股神佩洛西危矣!</p><p>美国众议院少数党领袖凯文·麦卡锡(Kevin McCarthy)表示,如果共和党在11月份的中期选举中赢得众议院多数席位,而他本人若成为众议院议长,将考虑禁止国会议员持有或交易股票。</p><p>目前来看,新冠疫情应对不力、高通胀率、供应链危机等等问题,导致拜登的不支持率不断刷新高点,市场普遍认为,中期选举中,民主党人将失去对国会的控制权。</p><p>5、美国小企业乐观情绪上升 但通胀和缺乏合格劳动力成为最大挑战</p><p>“通胀率处于1980年代以来的最高水平,对企业主管理业务的能力产生了压倒性影响,” NFIB首席经济学家Bill Dunkelberg在一份声明中表示。</p><p>57%的企业称招聘职位的合格申请人很少甚至没有,低于9月份时创纪录的62%,但远高于1993年以来41.7%的平均值。</p><p>6、世卫组织警告:奥密克戎可能在几周内感染超过一半的欧洲人</p><p>世界卫生组织欧洲区域主任汉斯·克鲁格(Hans Kluge)说,按照目前的传播速度,欧洲一半以上的人口可能在几周内感染奥密克戎。</p><p>Kluge在周二的一次简报会上评论了健康计量评估研究中心的预测数据,“这种快速传播的病毒变种就像从西到东的潮水席卷整个地区,大多数欧洲人可能在未来六到八周内感染这种疾病。”</p><p>7、巴西2021年通胀率创6年新高</p><p>巴西地理统计局11日发布的数据显示,2021年巴西通胀率为10.06%,创2015年以来新高。</p><p>数据显示,2021年巴西通胀水平远高于2020年的4.52%。燃料、能源和食品价格上涨是巴西通胀高企的主因。</p><p>8、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>美国国债客户净空头比例达到2017年12月以来最高</p><p>摩根大通美国国债客户空头比例提高5个百分点,达到2021年6月以来最高,净空头比例达到2017年12月以来最高。活跃客户空头比例提高16个百分点。</p><p>公司新闻</p><p>1、2021年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海超级工厂交付超48万辆 占全球“半壁江山”</p><p>2021年,特斯拉上海超级工厂共交付车辆48.413万辆,同比增长235%,其中有超过16万辆的海外市场交付,满足欧洲、亚洲等10多个国家的需求。值得一提的是,特斯拉2021年全球交付量为93.6万辆,上海超级工厂占比高达51.7%,占据特斯拉全球交付量的“半壁江山”。</p><p>特斯拉方面表示,得益于高度智能化、数字化和高达86%的零部件本地化率,上海超级工厂产能在2021年实现进一步提升,2021年第三季度,上海超级工厂Model3、Model Y季度产量也首次超过加州弗里蒙特工厂。</p><p>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗合作商BioNTech:今年新冠疫苗的收入可能会减少</p><p>BioNTech表示,今年它与辉瑞公司共同合作开发的新冠疫苗的收入可能低于去年,预计销售额在130亿欧元至170亿欧元(约合147亿美元至193亿美元),去年的销售总额将达到160亿欧元至170亿欧元。BioNTech承诺将收益用于开发癌症药物和新疫苗。</p><p>辉瑞公司在去年12月预测今年的疫苗销售额为310亿美元,这是基于截至11月中旬签署的19亿剂合同。由于高度传染性的奥密克戎变体引起的新一轮感染浪潮,欧洲和美国督促民众施打加强针,尽管目前仍不清楚有多少国家将在今年晚些时候进行新一轮的疫苗注射。</p><p>3、Facebook要求驳回FTC诉讼 法院不同意</p><p>Facebook要求撤销FTC针对公司的一宗反垄断诉讼案,但法官驳回Facebook的请求,法官认为FTC的起诉是合理的。</p><p>FTC认为法院应该要求Facebook出售Instagram和WhatsApp,Facebook则要求华盛顿DC联邦法院法官博斯博格(James Boasberg)驳回诉讼。</p><p>博斯博格认为:“FTC最终能否给出证明,在简易判决和审判中能否获胜,这是大家都在猜测的。法院不会参与这样的猜测,我们只是认为在目前的罢免动议阶段,FTC的指控被认为是真实的,它的要求很合理。”</p><p>4、猪心移植人体手术全球皆惊 一家低调的瑞典医疗技术公司浮出水面</p><p>周二,一家鲜为人知的瑞典医疗技术公司的股价跳涨了15%,有消息称,这家名为Xvivo Perfusion AB(下文简称“Xvivo”)的公司参与了这例猪心移植手术。</p><p>Xvivo的首席执行官Dag Andersson在电话中告诉彭博社,这一突破性的“异体移植”手术确实依赖了Xvivo的技术,“我从未想过它会这么快发生,涉及的技术已经超出了所有人的预期。”</p><p>5、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>同意收购挪威生物燃料生产商Biojet 49.9%股份</p><p>埃克森美孚表示,Biojet计划将林业和木质建筑废料转化为低排放生物燃料和生物燃料组件,并计划在2025年在挪威Follum建造一座工厂,以开始商业化生产。</p><p>另外,Biojet计划开发多达五个生产设施,而根据这五个设施的潜在产能,埃克森美孚每年可以购买高达300万桶的生物燃料产品。</p><p>6、<a href=\"https://laohu8.com/S/BA\">波音</a>2021年飞机交付量大增 但仍落后于对手空客</p><p>波音周二表示,该公司2021年向航空企业和其他买家交付了340架客机,高于2020年的157架。飞机交付主要由737 Max机型主导,在2018年和2019年发生致命坠机事故后,全球监管机构已将该机型停飞近两年。</p><p>数据公布后,波音股价上涨,截至发稿涨幅逾3%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:鲍威尔证词不够鹰派?全球涨声一片</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:鲍威尔证词不够鹰派?全球涨声一片\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\">2022-01-12 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股三大股指集体收涨,纳指大涨1.41%;②热门中概股周二收盘普遍上涨,<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超15%;③周二美油收高3.8%,创两月来最高收盘价;④美联储高官再发鹰声:又一今年票委支持3月加息。</blockquote><p>海外市场</p><p>1、美股反弹齐收涨!科技股再挺纳指大涨1.41%</p><p>美国三大股指最近六个交易日首次集体收涨。标普500收涨0.92%,终结五日连跌,摆脱截至周一连续三日所创的去年12月21日以来低谷。道指收涨0.51%,报36252.02点,截至周一连跌四日并三日连创去年12月23日以来新低。纳指收涨1.41%,创1月4日上周二以来收盘新高,连涨两日。</p><p>美股大型科技股全线上涨,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>收涨2.4%领涨,Meta涨近2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨近1.7%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet涨近0.8%。</p><p>2、热门中概股周二收盘普遍上涨 趣头条涨超15%</p><p>热门中概股周二收盘普遍上涨,趣头条涨超15%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨超10%,新能源汽车股大涨。</p><p>其他中概股方面,京东、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超10%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超8%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超7%,图森未来涨近7%,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、涨超3%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近3%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、乐居涨超2%。</p><p>新能源汽车股中,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超8%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超7%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近4%。</p><p>3、欧股全线收涨 德国DAX30指数涨1.11%</p><p>德国DAX30指数涨1.11%,法国CAC40指数涨0.95%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.62%,西班牙IBEX35指数涨0.58%,意大利富时MIB指数涨0.63%,欧洲斯托克50指数涨0.98%。</p><p>4、周二美油收高3.8% 创两月来最高收盘价</p><p>OANDA高级市场分析师Edward Moya表示,全球原油需求前景“看起来仍然乐观,因为大多数主要经济体已越来越接近奥密克戎变异毒株栅栏的另一边了。”</p><p>他表示,如果库存继续下降,美国原油气候价格将“冲向去年的高点”。</p><p>纽约商品交易所2月交割的西德州中质原油(WTI)期货价格上涨2.99美元,涨幅为3.8%,收于每桶81.22美元,创11月11日以来的最高收盘价。</p><p>5、黄金期货周二收高1.1% 创近一周新高</p><p>鲍威尔在连任听证会上表示,央行的加息计划不应该对经济造成影响或损害就业市场。鲍威尔本质上是在描绘经济“软着陆”的愿景,而不是衰退。</p><p>Gold Newsletter编辑Brien Lundin表示:“尽管所有市场都对美联储转向更加鹰派的言论感到震惊,但我认为鲍威尔的证词让人们确信美联储不会采取过于激进的行动,并将保持经济健康作为首要任务。”</p><p>纽约商品交易所2月交割的黄金期货价格上涨19.70美元,涨幅为1.1%,收于每盎司1818.50美元。按照最活跃的合约计算,周二黄金期货创下1月5日以来的最高结算价。至此黄金期货录得连续第三个交易日上涨。</p><p>6、中国之外的新兴市场出现投资流“急刹车”</p><p>根据国际金融协会的数据,外国投资者去年12月从中国之外的发展中国家债券撤资96亿美元,为2020年3月第一轮疫情重创市场以来最大规模资金流出。</p><p>“我们看到非中国新兴市场出现事实上的急刹车,”经济学家Jonathan Fortun在周二的报告中写道。“最新的omicron变异株、美联储加速减码以及美元走强都给业已紧张的新兴市场资金流前景带来了额外的风险。”</p><p>Fortun表示,中国与其他新兴市场之间的境况迥异,因投资者押注世界第二大经济体的反弹速度将快于其他地区。</p><p>国际宏观</p><p>1、鲍威尔:如果需要更进一步加息来降温通胀 美联储会这样做</p><p>鲍威尔表示,高通胀是阻碍充分就业的严重威胁,通胀压力可能持续到明年年中。如果通胀持续时间更长,这意味着更根深蒂固的风险,美联储的政策将作出回应。</p><p>此前,鲍威尔在为周二提名确认听证会准备的讲稿中表示,美联储坚定地致力于实现就业最大化和价格稳定的目标,将使用工具来支持经济和强劲的劳动力市场,并防止更高的通胀变得根深蒂固。</p><p>2、美联储高官再发鹰声:又一今年票委支持3月加息</p><p>美东时间1月11日周二,共有三名拥有今年美联储货币政策会FOMC会议投票权的联储高官讲话。率先发声的克利夫兰联储主席梅斯特(Loretta Mester)表示,为应对供应紧张的劳动力市场以及持续高企的和更为普遍的高通胀,今年美联储可能需要至少将加息三次,并且开始缩表。她说:</p><p>梅斯特说,最终的货币政策决策将取决于经济形势,以及新冠疫情如何变化,但指出,为了解决“远超”联储目标水平的通胀,美联储官员可能现在需要重新校准政策。鉴于通胀“远高于我们所需的水平”,劳动力市场吃紧,“美联储确实很可能撤除部分宽松。”</p><p>3、世界银行下调2022年全球增长预测 疫情和财政支持减弱都是原因</p><p>总部位于华盛顿的世界银行周二在半年度的《全球经济展望》报告中表示,今年全球GDP可能会增长4.1%,低于6月份时预测的4.3%。</p><p>“经济严重放缓正在发生,”该机构Prospects Group的首席经济学家Ayhan Kose在接受采访时表示。全球经济“基本上处在两条不同的航在线:先进经济体在高飞;新兴市场和发展中经济体有些低迷和落后。”</p><p>世界银行行长David Malpass所称的“异常不确定性”为全球前景蒙上阴影。该银行表示,下行风险包括Covid-19疫情的再次爆发、通胀预期失控的可能性,以及在债务水平创新高的情况下出现的财务压力。该机构表示,在支持政策空间有限的新兴市场,这些风险增加了经济硬着陆的可能性。</p><p>4、立法禁止国会议员炒股?股神佩洛西危矣!</p><p>美国众议院少数党领袖凯文·麦卡锡(Kevin McCarthy)表示,如果共和党在11月份的中期选举中赢得众议院多数席位,而他本人若成为众议院议长,将考虑禁止国会议员持有或交易股票。</p><p>目前来看,新冠疫情应对不力、高通胀率、供应链危机等等问题,导致拜登的不支持率不断刷新高点,市场普遍认为,中期选举中,民主党人将失去对国会的控制权。</p><p>5、美国小企业乐观情绪上升 但通胀和缺乏合格劳动力成为最大挑战</p><p>“通胀率处于1980年代以来的最高水平,对企业主管理业务的能力产生了压倒性影响,” NFIB首席经济学家Bill Dunkelberg在一份声明中表示。</p><p>57%的企业称招聘职位的合格申请人很少甚至没有,低于9月份时创纪录的62%,但远高于1993年以来41.7%的平均值。</p><p>6、世卫组织警告:奥密克戎可能在几周内感染超过一半的欧洲人</p><p>世界卫生组织欧洲区域主任汉斯·克鲁格(Hans Kluge)说,按照目前的传播速度,欧洲一半以上的人口可能在几周内感染奥密克戎。</p><p>Kluge在周二的一次简报会上评论了健康计量评估研究中心的预测数据,“这种快速传播的病毒变种就像从西到东的潮水席卷整个地区,大多数欧洲人可能在未来六到八周内感染这种疾病。”</p><p>7、巴西2021年通胀率创6年新高</p><p>巴西地理统计局11日发布的数据显示,2021年巴西通胀率为10.06%,创2015年以来新高。</p><p>数据显示,2021年巴西通胀水平远高于2020年的4.52%。燃料、能源和食品价格上涨是巴西通胀高企的主因。</p><p>8、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>美国国债客户净空头比例达到2017年12月以来最高</p><p>摩根大通美国国债客户空头比例提高5个百分点,达到2021年6月以来最高,净空头比例达到2017年12月以来最高。活跃客户空头比例提高16个百分点。</p><p>公司新闻</p><p>1、2021年<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海超级工厂交付超48万辆 占全球“半壁江山”</p><p>2021年,特斯拉上海超级工厂共交付车辆48.413万辆,同比增长235%,其中有超过16万辆的海外市场交付,满足欧洲、亚洲等10多个国家的需求。值得一提的是,特斯拉2021年全球交付量为93.6万辆,上海超级工厂占比高达51.7%,占据特斯拉全球交付量的“半壁江山”。</p><p>特斯拉方面表示,得益于高度智能化、数字化和高达86%的零部件本地化率,上海超级工厂产能在2021年实现进一步提升,2021年第三季度,上海超级工厂Model3、Model Y季度产量也首次超过加州弗里蒙特工厂。</p><p>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>疫苗合作商BioNTech:今年新冠疫苗的收入可能会减少</p><p>BioNTech表示,今年它与辉瑞公司共同合作开发的新冠疫苗的收入可能低于去年,预计销售额在130亿欧元至170亿欧元(约合147亿美元至193亿美元),去年的销售总额将达到160亿欧元至170亿欧元。BioNTech承诺将收益用于开发癌症药物和新疫苗。</p><p>辉瑞公司在去年12月预测今年的疫苗销售额为310亿美元,这是基于截至11月中旬签署的19亿剂合同。由于高度传染性的奥密克戎变体引起的新一轮感染浪潮,欧洲和美国督促民众施打加强针,尽管目前仍不清楚有多少国家将在今年晚些时候进行新一轮的疫苗注射。</p><p>3、Facebook要求驳回FTC诉讼 法院不同意</p><p>Facebook要求撤销FTC针对公司的一宗反垄断诉讼案,但法官驳回Facebook的请求,法官认为FTC的起诉是合理的。</p><p>FTC认为法院应该要求Facebook出售Instagram和WhatsApp,Facebook则要求华盛顿DC联邦法院法官博斯博格(James Boasberg)驳回诉讼。</p><p>博斯博格认为:“FTC最终能否给出证明,在简易判决和审判中能否获胜,这是大家都在猜测的。法院不会参与这样的猜测,我们只是认为在目前的罢免动议阶段,FTC的指控被认为是真实的,它的要求很合理。”</p><p>4、猪心移植人体手术全球皆惊 一家低调的瑞典医疗技术公司浮出水面</p><p>周二,一家鲜为人知的瑞典医疗技术公司的股价跳涨了15%,有消息称,这家名为Xvivo Perfusion AB(下文简称“Xvivo”)的公司参与了这例猪心移植手术。</p><p>Xvivo的首席执行官Dag Andersson在电话中告诉彭博社,这一突破性的“异体移植”手术确实依赖了Xvivo的技术,“我从未想过它会这么快发生,涉及的技术已经超出了所有人的预期。”</p><p>5、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>同意收购挪威生物燃料生产商Biojet 49.9%股份</p><p>埃克森美孚表示,Biojet计划将林业和木质建筑废料转化为低排放生物燃料和生物燃料组件,并计划在2025年在挪威Follum建造一座工厂,以开始商业化生产。</p><p>另外,Biojet计划开发多达五个生产设施,而根据这五个设施的潜在产能,埃克森美孚每年可以购买高达300万桶的生物燃料产品。</p><p>6、<a href=\"https://laohu8.com/S/BA\">波音</a>2021年飞机交付量大增 但仍落后于对手空客</p><p>波音周二表示,该公司2021年向航空企业和其他买家交付了340架客机,高于2020年的157架。飞机交付主要由737 Max机型主导,在2018年和2019年发生致命坠机事故后,全球监管机构已将该机型停飞近两年。</p><p>数据公布后,波音股价上涨,截至发稿涨幅逾3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF","BK4534":"瑞士信贷持仓","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","BK4504":"桥水持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116788499","content_text":"摘要:①美股三大股指集体收涨,纳指大涨1.41%;②热门中概股周二收盘普遍上涨,趣头条涨超15%;③周二美油收高3.8%,创两月来最高收盘价;④美联储高官再发鹰声:又一今年票委支持3月加息。海外市场1、美股反弹齐收涨!科技股再挺纳指大涨1.41%美国三大股指最近六个交易日首次集体收涨。标普500收涨0.92%,终结五日连跌,摆脱截至周一连续三日所创的去年12月21日以来低谷。道指收涨0.51%,报36252.02点,截至周一连跌四日并三日连创去年12月23日以来新低。纳指收涨1.41%,创1月4日上周二以来收盘新高,连涨两日。美股大型科技股全线上涨,亚马逊收涨2.4%领涨,Meta涨近2%,苹果涨近1.7%,谷歌母公司Alphabet涨近0.8%。2、热门中概股周二收盘普遍上涨 趣头条涨超15%热门中概股周二收盘普遍上涨,趣头条涨超15%,京东涨超10%,新能源汽车股大涨。其他中概股方面,京东、掌门教育涨超10%,贝壳涨超8%,新东方涨超7%,图森未来涨近7%,微博、阿里巴巴、网易、涨超3%,百度涨近3%,哔哩哔哩、汽车之家、好未来、乐居涨超2%。新能源汽车股中,理想汽车涨超8%,小鹏汽车涨超7%,蔚来汽车涨近4%。3、欧股全线收涨 德国DAX30指数涨1.11%德国DAX30指数涨1.11%,法国CAC40指数涨0.95%,英国富时100指数涨0.62%,西班牙IBEX35指数涨0.58%,意大利富时MIB指数涨0.63%,欧洲斯托克50指数涨0.98%。4、周二美油收高3.8% 创两月来最高收盘价OANDA高级市场分析师Edward Moya表示,全球原油需求前景“看起来仍然乐观,因为大多数主要经济体已越来越接近奥密克戎变异毒株栅栏的另一边了。”他表示,如果库存继续下降,美国原油气候价格将“冲向去年的高点”。纽约商品交易所2月交割的西德州中质原油(WTI)期货价格上涨2.99美元,涨幅为3.8%,收于每桶81.22美元,创11月11日以来的最高收盘价。5、黄金期货周二收高1.1% 创近一周新高鲍威尔在连任听证会上表示,央行的加息计划不应该对经济造成影响或损害就业市场。鲍威尔本质上是在描绘经济“软着陆”的愿景,而不是衰退。Gold Newsletter编辑Brien Lundin表示:“尽管所有市场都对美联储转向更加鹰派的言论感到震惊,但我认为鲍威尔的证词让人们确信美联储不会采取过于激进的行动,并将保持经济健康作为首要任务。”纽约商品交易所2月交割的黄金期货价格上涨19.70美元,涨幅为1.1%,收于每盎司1818.50美元。按照最活跃的合约计算,周二黄金期货创下1月5日以来的最高结算价。至此黄金期货录得连续第三个交易日上涨。6、中国之外的新兴市场出现投资流“急刹车”根据国际金融协会的数据,外国投资者去年12月从中国之外的发展中国家债券撤资96亿美元,为2020年3月第一轮疫情重创市场以来最大规模资金流出。“我们看到非中国新兴市场出现事实上的急刹车,”经济学家Jonathan Fortun在周二的报告中写道。“最新的omicron变异株、美联储加速减码以及美元走强都给业已紧张的新兴市场资金流前景带来了额外的风险。”Fortun表示,中国与其他新兴市场之间的境况迥异,因投资者押注世界第二大经济体的反弹速度将快于其他地区。国际宏观1、鲍威尔:如果需要更进一步加息来降温通胀 美联储会这样做鲍威尔表示,高通胀是阻碍充分就业的严重威胁,通胀压力可能持续到明年年中。如果通胀持续时间更长,这意味着更根深蒂固的风险,美联储的政策将作出回应。此前,鲍威尔在为周二提名确认听证会准备的讲稿中表示,美联储坚定地致力于实现就业最大化和价格稳定的目标,将使用工具来支持经济和强劲的劳动力市场,并防止更高的通胀变得根深蒂固。2、美联储高官再发鹰声:又一今年票委支持3月加息美东时间1月11日周二,共有三名拥有今年美联储货币政策会FOMC会议投票权的联储高官讲话。率先发声的克利夫兰联储主席梅斯特(Loretta Mester)表示,为应对供应紧张的劳动力市场以及持续高企的和更为普遍的高通胀,今年美联储可能需要至少将加息三次,并且开始缩表。她说:梅斯特说,最终的货币政策决策将取决于经济形势,以及新冠疫情如何变化,但指出,为了解决“远超”联储目标水平的通胀,美联储官员可能现在需要重新校准政策。鉴于通胀“远高于我们所需的水平”,劳动力市场吃紧,“美联储确实很可能撤除部分宽松。”3、世界银行下调2022年全球增长预测 疫情和财政支持减弱都是原因总部位于华盛顿的世界银行周二在半年度的《全球经济展望》报告中表示,今年全球GDP可能会增长4.1%,低于6月份时预测的4.3%。“经济严重放缓正在发生,”该机构Prospects Group的首席经济学家Ayhan Kose在接受采访时表示。全球经济“基本上处在两条不同的航在线:先进经济体在高飞;新兴市场和发展中经济体有些低迷和落后。”世界银行行长David Malpass所称的“异常不确定性”为全球前景蒙上阴影。该银行表示,下行风险包括Covid-19疫情的再次爆发、通胀预期失控的可能性,以及在债务水平创新高的情况下出现的财务压力。该机构表示,在支持政策空间有限的新兴市场,这些风险增加了经济硬着陆的可能性。4、立法禁止国会议员炒股?股神佩洛西危矣!美国众议院少数党领袖凯文·麦卡锡(Kevin McCarthy)表示,如果共和党在11月份的中期选举中赢得众议院多数席位,而他本人若成为众议院议长,将考虑禁止国会议员持有或交易股票。目前来看,新冠疫情应对不力、高通胀率、供应链危机等等问题,导致拜登的不支持率不断刷新高点,市场普遍认为,中期选举中,民主党人将失去对国会的控制权。5、美国小企业乐观情绪上升 但通胀和缺乏合格劳动力成为最大挑战“通胀率处于1980年代以来的最高水平,对企业主管理业务的能力产生了压倒性影响,” NFIB首席经济学家Bill Dunkelberg在一份声明中表示。57%的企业称招聘职位的合格申请人很少甚至没有,低于9月份时创纪录的62%,但远高于1993年以来41.7%的平均值。6、世卫组织警告:奥密克戎可能在几周内感染超过一半的欧洲人世界卫生组织欧洲区域主任汉斯·克鲁格(Hans Kluge)说,按照目前的传播速度,欧洲一半以上的人口可能在几周内感染奥密克戎。Kluge在周二的一次简报会上评论了健康计量评估研究中心的预测数据,“这种快速传播的病毒变种就像从西到东的潮水席卷整个地区,大多数欧洲人可能在未来六到八周内感染这种疾病。”7、巴西2021年通胀率创6年新高巴西地理统计局11日发布的数据显示,2021年巴西通胀率为10.06%,创2015年以来新高。数据显示,2021年巴西通胀水平远高于2020年的4.52%。燃料、能源和食品价格上涨是巴西通胀高企的主因。8、摩根大通美国国债客户净空头比例达到2017年12月以来最高摩根大通美国国债客户空头比例提高5个百分点,达到2021年6月以来最高,净空头比例达到2017年12月以来最高。活跃客户空头比例提高16个百分点。公司新闻1、2021年特斯拉上海超级工厂交付超48万辆 占全球“半壁江山”2021年,特斯拉上海超级工厂共交付车辆48.413万辆,同比增长235%,其中有超过16万辆的海外市场交付,满足欧洲、亚洲等10多个国家的需求。值得一提的是,特斯拉2021年全球交付量为93.6万辆,上海超级工厂占比高达51.7%,占据特斯拉全球交付量的“半壁江山”。特斯拉方面表示,得益于高度智能化、数字化和高达86%的零部件本地化率,上海超级工厂产能在2021年实现进一步提升,2021年第三季度,上海超级工厂Model3、Model Y季度产量也首次超过加州弗里蒙特工厂。2、辉瑞疫苗合作商BioNTech:今年新冠疫苗的收入可能会减少BioNTech表示,今年它与辉瑞公司共同合作开发的新冠疫苗的收入可能低于去年,预计销售额在130亿欧元至170亿欧元(约合147亿美元至193亿美元),去年的销售总额将达到160亿欧元至170亿欧元。BioNTech承诺将收益用于开发癌症药物和新疫苗。辉瑞公司在去年12月预测今年的疫苗销售额为310亿美元,这是基于截至11月中旬签署的19亿剂合同。由于高度传染性的奥密克戎变体引起的新一轮感染浪潮,欧洲和美国督促民众施打加强针,尽管目前仍不清楚有多少国家将在今年晚些时候进行新一轮的疫苗注射。3、Facebook要求驳回FTC诉讼 法院不同意Facebook要求撤销FTC针对公司的一宗反垄断诉讼案,但法官驳回Facebook的请求,法官认为FTC的起诉是合理的。FTC认为法院应该要求Facebook出售Instagram和WhatsApp,Facebook则要求华盛顿DC联邦法院法官博斯博格(James Boasberg)驳回诉讼。博斯博格认为:“FTC最终能否给出证明,在简易判决和审判中能否获胜,这是大家都在猜测的。法院不会参与这样的猜测,我们只是认为在目前的罢免动议阶段,FTC的指控被认为是真实的,它的要求很合理。”4、猪心移植人体手术全球皆惊 一家低调的瑞典医疗技术公司浮出水面周二,一家鲜为人知的瑞典医疗技术公司的股价跳涨了15%,有消息称,这家名为Xvivo Perfusion AB(下文简称“Xvivo”)的公司参与了这例猪心移植手术。Xvivo的首席执行官Dag Andersson在电话中告诉彭博社,这一突破性的“异体移植”手术确实依赖了Xvivo的技术,“我从未想过它会这么快发生,涉及的技术已经超出了所有人的预期。”5、埃克森美孚同意收购挪威生物燃料生产商Biojet 49.9%股份埃克森美孚表示,Biojet计划将林业和木质建筑废料转化为低排放生物燃料和生物燃料组件,并计划在2025年在挪威Follum建造一座工厂,以开始商业化生产。另外,Biojet计划开发多达五个生产设施,而根据这五个设施的潜在产能,埃克森美孚每年可以购买高达300万桶的生物燃料产品。6、波音2021年飞机交付量大增 但仍落后于对手空客波音周二表示,该公司2021年向航空企业和其他买家交付了340架客机,高于2020年的157架。飞机交付主要由737 Max机型主导,在2018年和2019年发生致命坠机事故后,全球监管机构已将该机型停飞近两年。数据公布后,波音股价上涨,截至发稿涨幅逾3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961444488,"gmtCreate":1669036566644,"gmtModify":1676538142630,"author":{"id":"4104409638095460","authorId":"4104409638095460","name":"u寶寶","avatar":"https://static.itradeup.com/news/47ca2cc136a417355402d82ec28eb9d7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104409638095460","authorIdStr":"4104409638095460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$ </a>[微笑] ","listText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$ </a>[微笑] ","text":"$蘋果(AAPL)$ 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