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叮叮当当的小人物

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- 叮叮当当的小人物叮叮当当的小人物
  ·05-09
  $新加坡航空公司(C6L.SI)$
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- 叮叮当当的小人物叮叮当当的小人物
  ·2023-06-06
  @WallStreet_Tiger @Tiger_Academy ee
  南北水動向 | 反手成癮！北水85億沽三大ETF，逆勢買中國移動；南水連續三日買茅臺
  北水今日淨走81.3億港元。全日最多淨入個股為中国移动，全日有2.39億港元淨買。盈富基金全日有65.05億港元淨沽，恒生中国企业有12.37億港元淨沽，南方恒生科技有8.41億港元淨
  南北水動向 | 反手成癮！北水85億沽三大ETF，逆勢買中國移動；南水連續三日買茅臺
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- 叮叮当当的小人物叮叮当当的小人物
  ·2023-06-06
  Dee foperson in
  Sorry, this post has been deleted
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- 叮叮当当的小人物叮叮当当的小人物
  ·2022-06-24
  good
  港股开盘 | 恒指高开0.83%，阿里巴巴涨超4%
  6月24日讯，恒生指数高开0.83%，科技股领涨，恒生科技指数涨1.47%，阿里巴巴涨超4%。佐丹奴国际复牌高开逾20%，获周大福代理人提现金要约。快狗打车上市首日报21.50港元，持平IPO价格。
  港股开盘 | 恒指高开0.83%，阿里巴巴涨超4%
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- 叮叮当当的小人物叮叮当当的小人物
  ·2022-06-11
  ok
  CPI超预期爆表，华尔街开始讨论美联储会不会加息75个基点
  巴克莱成为首家预计美联储会加息75个基点的华尔街大行，甚至预计下周就可能加息75个基点。而高盛认为联储6月7月9月都会每次加息50个基点。彭博策略师认为，虽然市场定价可能体现75个基点加息，但美联储不
  CPI超预期爆表，华尔街开始讨论美联储会不会加息75个基点
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- 叮叮当当的小人物叮叮当当的小人物
  ·2022-02-06
  😝
  油价大战，拜登惨败
  拜登总统正面临着一系列“重大考验”。尽管拜登总统正努力抑制油价上涨，但当地时间2月5日，根据美国汽车协会（AAA）最新的燃料数据，美国加油站的平均汽油价格已经上涨至3.435美元/加仑，这是美国自20
  油价大战，拜登惨败
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&nbsp;</a>ee &nbsp;","listText":"<a href=\"https://ttm.financial/U/9000000000000419\">@WallStreet_Tiger</a><a href=\"https://ttm.financial/U/4104455119105420\">@Tiger_Academy &nbsp;</a>ee &nbsp;","text":"@WallStreet_Tiger@Tiger_Academy ee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184426289877136","repostId":"1120128158","repostType":2,"repost":{"id":"1120128158","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1686047826,"share":"https://ttm.financial/m/news/1120128158?lang=&edition=fundamental","pubTime":"2023-06-06 18:37","market":"hk","language":"zh","title":"南北水動向 | 反手成癮！北水85億沽三大ETF，逆勢買中國移動；南水連續三日買茅臺","url":"https://stock-news.laohu8.com/highlight/detail?id=1120128158","media":"老虎資訊","summary":"北水今日淨走81.3億港元。 全日最多淨入個股為 中国移动，全日有2.39億港元淨買。 盈富基金 全日有65.05億港元淨沽， 恒生中国企业 有12.37億港元淨沽， 南方恒生科技 有8.41億港元淨","content":"<html><head></head><body><p>北水今日淨走81.3億港元。 全日最多淨入個股為 <a href=\"https://laohu8.com/S/00941\">中国移动</a>，全日有2.39億港元淨買。</p><p> <a href=\"https://laohu8.com/S/02800\">盈富基金</a> 全日有65.05億港元淨沽， <a href=\"https://laohu8.com/S/02828\">恒生中国企业</a> 有12.37億港元淨沽， <a href=\"https://laohu8.com/S/03033\">南方恒生科技</a> 有8.41億港元淨沽。</p><p>北水今日淨賣出 <a href=\"https://laohu8.com/S/03690\">美团-W</a> 1.53億港元，結束此前連續10日加倉的態勢；今日淨賣出建設銀行2.86億港元，已連續22日沽建行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e34d7196b697b66aa3489d98078d517\" tg-width=\"1104\" tg-height=\"2799\"/></p><p>南水今日淨賣出A股10.77億人民幣，連續第二日淨賣出。全日最多淨買個股為 <a href=\"https://laohu8.com/S/600519\">贵州茅台</a> ，今日有4.62億人民幣淨入，連續三日淨買入貴州茅台。浪潮信息獲淨買入2.58億元億人民幣。全日最多淨沽是用友網絡 ，全日錄3.57億人民幣淨賣。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1642d11041144ba292c28e0b066db8bc\" tg-width=\"1105\" tg-height=\"2799\"/></p><p></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>南北水動向 | 反手成癮！北水85億沽三大ETF，逆勢買中國移動；南水連續三日買茅臺</title>\n<style 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18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北水今日淨走81.3億港元。 全日最多淨入個股為 <a href=\"https://laohu8.com/S/00941\">中国移动</a>，全日有2.39億港元淨買。</p><p> <a href=\"https://laohu8.com/S/02800\">盈富基金</a> 全日有65.05億港元淨沽， <a href=\"https://laohu8.com/S/02828\">恒生中国企业</a> 有12.37億港元淨沽， <a href=\"https://laohu8.com/S/03033\">南方恒生科技</a> 有8.41億港元淨沽。</p><p>北水今日淨賣出 <a href=\"https://laohu8.com/S/03690\">美团-W</a> 1.53億港元，結束此前連續10日加倉的態勢；今日淨賣出建設銀行2.86億港元，已連續22日沽建行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e34d7196b697b66aa3489d98078d517\" tg-width=\"1104\" tg-height=\"2799\"/></p><p>南水今日淨賣出A股10.77億人民幣，連續第二日淨賣出。全日最多淨買個股為 <a href=\"https://laohu8.com/S/600519\">贵州茅台</a> ，今日有4.62億人民幣淨入，連續三日淨買入貴州茅台。浪潮信息獲淨買入2.58億元億人民幣。全日最多淨沽是用友網絡 ，全日錄3.57億人民幣淨賣。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1642d11041144ba292c28e0b066db8bc\" tg-width=\"1105\" tg-height=\"2799\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","relate_stocks":{"02828":"恒生中国企业","03033":"南方恒生科技","00941":"中国移动","HSCEI":"国企指数","03690":"美团-W","HSI":"恒生指数","00939":"建设银行","02800":"盈富基金","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120128158","content_text":"北水今日淨走81.3億港元。 全日最多淨入個股為 中国移动，全日有2.39億港元淨買。 盈富基金 全日有65.05億港元淨沽， 恒生中国企业 有12.37億港元淨沽， 南方恒生科技 有8.41億港元淨沽。北水今日淨賣出 美团-W 1.53億港元，結束此前連續10日加倉的態勢；今日淨賣出建設銀行2.86億港元，已連續22日沽建行。南水今日淨賣出A股10.77億人民幣，連續第二日淨賣出。全日最多淨買個股為 贵州茅台 ，今日有4.62億人民幣淨入，連續三日淨買入貴州茅台。浪潮信息獲淨買入2.58億元億人民幣。全日最多淨沽是用友網絡 ，全日錄3.57億人民幣淨賣。","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184426176659632,"gmtCreate":1686050310547,"gmtModify":1686050315128,"author":{"id":"4087889123915090","authorId":"4087889123915090","name":"叮叮当当的小人物","avatar":"https://static.tigerbbs.com/1644a01344ef5c9a8b34064c181bb52a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087889123915090","authorIdStr":"4087889123915090"},"themes":[],"htmlText":"Dee foperson in&nbsp;","listText":"Dee foperson in&nbsp;","text":"Dee foperson in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184426176659632","repostId":"1120128158","repostType":2,"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041615864,"gmtCreate":1656041511658,"gmtModify":1676535757231,"author":{"id":"4087889123915090","authorId":"4087889123915090","name":"叮叮当当的小人物","avatar":"https://static.tigerbbs.com/1644a01344ef5c9a8b34064c181bb52a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087889123915090","authorIdStr":"4087889123915090"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041615864","repostId":"1129986066","repostType":4,"repost":{"id":"1129986066","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":1656033667,"share":"https://ttm.financial/m/news/1129986066?lang=&edition=fundamental","pubTime":"2022-06-24 09:21","market":"us","language":"zh","title":"港股开盘 | 恒指高开0.83%，阿里巴巴涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129986066","media":"老虎资讯综合","summary":"6月24日讯，恒生指数高开0.83%，科技股领涨，恒生科技指数涨1.47%，阿里巴巴涨超4%。佐丹奴国际复牌高开逾20%，获周大福代理人提现金要约。快狗打车上市首日报21.50港元，持平IPO价格。","content":"<html><head></head><body><p>6月24日讯，恒生指数高开0.83%，科技股领涨，恒生科技指数涨1.47%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>涨超4%。<a href=\"https://laohu8.com/S/00709\">佐丹奴国际</a>复牌高开逾20%，获<a href=\"https://laohu8.com/S/01929\">周大福</a>代理人提现金要约。<a href=\"https://laohu8.com/S/02246\">快狗打车</a>上市首日报21.50港元，持平IPO价格。<img src=\"https://static.tigerbbs.com/6abea2507230c837500ca21d9530fc57\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股开盘 | 恒指高开0.83%，阿里巴巴涨超4%\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\">2022-06-24 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月24日讯，恒生指数高开0.83%，科技股领涨，恒生科技指数涨1.47%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>涨超4%。<a href=\"https://laohu8.com/S/00709\">佐丹奴国际</a>复牌高开逾20%，获<a href=\"https://laohu8.com/S/01929\">周大福</a>代理人提现金要约。<a href=\"https://laohu8.com/S/02246\">快狗打车</a>上市首日报21.50港元，持平IPO价格。<img src=\"https://static.tigerbbs.com/6abea2507230c837500ca21d9530fc57\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"513600":"恒生指数ETF","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4526":"热门中概股","HSI":"恒生指数","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4502":"阿里概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BABA":"阿里巴巴","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","09988":"阿里巴巴-W","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一","BK4524":"宅经济概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129986066","content_text":"6月24日讯，恒生指数高开0.83%，科技股领涨，恒生科技指数涨1.47%，阿里巴巴涨超4%。佐丹奴国际复牌高开逾20%，获周大福代理人提现金要约。快狗打车上市首日报21.50港元，持平IPO价格。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056035207,"gmtCreate":1654910770609,"gmtModify":1676535532114,"author":{"id":"4087889123915090","authorId":"4087889123915090","name":"叮叮当当的小人物","avatar":"https://static.tigerbbs.com/1644a01344ef5c9a8b34064c181bb52a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087889123915090","authorIdStr":"4087889123915090"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056035207","repostId":"2242630882","repostType":2,"repost":{"id":"2242630882","kind":"highlight","pubTimestamp":1654903955,"share":"https://ttm.financial/m/news/2242630882?lang=&edition=fundamental","pubTime":"2022-06-11 07:32","market":"us","language":"zh","title":"CPI超预期爆表，华尔街开始讨论美联储会不会加息75个基点","url":"https://stock-news.laohu8.com/highlight/detail?id=2242630882","media":"华尔街见闻","summary":"巴克莱成为首家预计美联储会加息75个基点的华尔街大行，甚至预计下周就可能加息75个基点。而高盛认为联储6月7月9月都会每次加息50个基点。彭博策略师认为，虽然市场定价可能体现75个基点加息，但美联储不","content":"<html><head></head><body><blockquote>巴克莱成为首家预计美联储会加息75个基点的华尔街大行，甚至预计下周就可能加息75个基点。而高盛认为联储6月7月9月都会每次加息50个基点。彭博策略师认为，虽然市场定价可能体现75个基点加息，但美联储不会郑重考虑这种幅度。</blockquote><p>美国5月CPI环比和同比均超预期增长，同比增速8.6%，继3月之后又创四十年来增速新高。5月CPI环比增长1.0%，其中能源价格环比增长3.9%，食品价格上涨1.2%。</p><p>而5月CPI数据更领人震惊的可能是，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的高级美国和全球经济学家Aditya Bhave指出，这份报告几乎毫无弱点。Brean Economics指出，通胀没有任何减速的迹象，61%的CPI组成部分5月都录得至少6%的同比增速，4月录得同类高增速的分项数据占比为63%。</p><p>因此，评论认为，5月CPI报告符合越来越盛行的一种观点，那就是：通胀再也不仅仅是商品供应链干扰作用下的产物，它也受到强劲的消费者需求以及强劲的薪资通胀推动。</p><p>面对这样的通胀加速高涨，美联储接下来会怎样行动？除了市场普遍预计的6月和7月各加息50个基点，还会有新的变化吗？</p><p>华尔街见闻稍早文章提到，掉期市场定价显示，市场预计7月加息50个基点的概率达到50%。</p><p>巴克莱成为第一家预计美联储会加息75个基点的华尔街大机构。一些交易员预计美联储7月有50%可能性加息75个基点，而巴克莱预计最快下周、即本月就会这种幅度加息。</p><p>巴克莱经济学家Jonathan Millar称，现在美联储有充分的理由6月就以超出市场预期的幅度加息，联储可能6月、也可能7月加息75个基点，现在改为预计6月就可能这样加息。巴克莱分析师评价5月CPI称，不只是整体通胀率；如果所有这些都来自于能源，我们会倾向于忽略它，但这份报告中的一切都非常强劲，而且正在变得更加强劲。”</p><p>LPL Financial的首席股票策略师Quincy Krosby也提到，下周二到周三的美联储会议将特别重要，市场想听一听联储预计要怎么对抗已经超过经济学家一般预测水平的成本。未来显然会有更多的加息，但说不定联储开始讨论75个基点的可能。</p><p>美国银行的基准预期仍然是9月会加息25个基点，但同时指出，5月CPI让9月加息50个基点的风险增加。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>首席经济学家Jan Hatzius评论称，核心CPI通胀的全面走强会给美联储带来决定性改变，让联储将每次50个基点的加息步调延续到9月。高盛继续预计，明年一季度终端利率会升至3.0至3.25%。</p><p>彭博行业研究的首席美国利率策略师Ira Jersey评论称，美债收益率曲线的熊市趋平至少可能持续到下周的美联储FOMC会议。我们仍然认为美联储不会郑重考虑一次加息75个基点，但市场的定价可能体现这种幅度加息的可能。鉴于核心CPI强劲，市场会体现可能9月过后还有不止一次加息50个基点。美联储可能试图今年进入超过中性水平的限制性区间，并可能考虑在朝向4%加息期间暂停行动，以便让效力非常滞后的货币政策发挥功效。</p><p>TD Securities的全球利率策略主管Priya Misra评论称，市场更接近定价体现9月加息50个基点，那对风险资产来说会是可怕的，因为美联储在让利率达到中性水平后可能也不会放慢脚步。</p><p>AXS Investments的CEO Greg Bassuk认为，投资者的解读将更侧重于高通胀会伴随我们多久，而不是通胀是否已见顶。过去一年我们吸取的一大教训是，任何单一的数据都有很大的不确定性。我们会观察下周二公布的美国PPI，下周三，我们会看到零售销售的数据，以及一些美联储会后的评论。</p><p>MKM Partners 的首席经济学家及市场策略师Michael Darda称，通胀年增速可能非常接近巅峰，但这可能和美联储收紧货币的道路、债市和股市的估值都毫无关系。因为假如通胀在当前基础上增长放缓，仍还处在很高的增长水平，那就并不是美联储要罢手的环境，我们现在看到的是高市值股票的某种重大重新估值。</p><p>Principal Global Investors 的首席全球策略师Seema Shah评论称，这次的CPI数据很难看。虽然通胀无论何时最终都会下降，但下降会是让人痛苦的缓慢过程。美联储的价格稳定决心现在真正面临考验。即使经济有困难，也需要毫不留情地激进加息，直到通胀最终开始减弱为止。美联储看跌期权（Fed put）的可能性已经非常低，现在要把它坚定地抛下了。</p><p>22V Research的创始人Dennis DeBusschere 称，CPI数据很差。鉴于劳动力市场供应紧张，以及核心CPI环比并未下降，下周的FOMC会议后，美联储主席鲍威尔的言论应该会听起来非常鹰派。</p><p>Independent Advisor Alliance的首席投资官Chris Zaccarelli评论称，美联储会面临更大的掌控通胀压力，会需要未来三次会议和到年底以前至少各加息50个基点，需要重新评估缩表计划。虽然预计今年不会有衰退，但在利率上升、波动增加和流动性降低方面有很多担忧。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CPI超预期爆表，华尔街开始讨论美联储会不会加息75个基点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI超预期爆表，华尔街开始讨论美联储会不会加息75个基点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 07:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3661691><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱成为首家预计美联储会加息75个基点的华尔街大行，甚至预计下周就可能加息75个基点。而高盛认为联储6月7月9月都会每次加息50个基点。彭博策略师认为，虽然市场定价可能体现75个基点加息，但美联储不会郑重考虑这种幅度。美国5月CPI环比和同比均超预期增长，同比增速8.6%，继3月之后又创四十年来增速新高。5月CPI环比增长1.0%，其中能源价格环比增长3.9%，食品价格上涨1.2%。而5月CPI...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3661691\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","CPI":"IQ Real Return ETF","DDM":"道指两倍做多ETF","BK4559":"巴菲特持仓","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","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","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","BK4581":"高盛持仓","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓"},"source_url":"https://wallstreetcn.com/articles/3661691","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242630882","content_text":"巴克莱成为首家预计美联储会加息75个基点的华尔街大行，甚至预计下周就可能加息75个基点。而高盛认为联储6月7月9月都会每次加息50个基点。彭博策略师认为，虽然市场定价可能体现75个基点加息，但美联储不会郑重考虑这种幅度。美国5月CPI环比和同比均超预期增长，同比增速8.6%，继3月之后又创四十年来增速新高。5月CPI环比增长1.0%，其中能源价格环比增长3.9%，食品价格上涨1.2%。而5月CPI数据更领人震惊的可能是，美国银行的高级美国和全球经济学家Aditya Bhave指出，这份报告几乎毫无弱点。Brean Economics指出，通胀没有任何减速的迹象，61%的CPI组成部分5月都录得至少6%的同比增速，4月录得同类高增速的分项数据占比为63%。因此，评论认为，5月CPI报告符合越来越盛行的一种观点，那就是：通胀再也不仅仅是商品供应链干扰作用下的产物，它也受到强劲的消费者需求以及强劲的薪资通胀推动。面对这样的通胀加速高涨，美联储接下来会怎样行动？除了市场普遍预计的6月和7月各加息50个基点，还会有新的变化吗？华尔街见闻稍早文章提到，掉期市场定价显示，市场预计7月加息50个基点的概率达到50%。巴克莱成为第一家预计美联储会加息75个基点的华尔街大机构。一些交易员预计美联储7月有50%可能性加息75个基点，而巴克莱预计最快下周、即本月就会这种幅度加息。巴克莱经济学家Jonathan Millar称，现在美联储有充分的理由6月就以超出市场预期的幅度加息，联储可能6月、也可能7月加息75个基点，现在改为预计6月就可能这样加息。巴克莱分析师评价5月CPI称，不只是整体通胀率；如果所有这些都来自于能源，我们会倾向于忽略它，但这份报告中的一切都非常强劲，而且正在变得更加强劲。”LPL Financial的首席股票策略师Quincy Krosby也提到，下周二到周三的美联储会议将特别重要，市场想听一听联储预计要怎么对抗已经超过经济学家一般预测水平的成本。未来显然会有更多的加息，但说不定联储开始讨论75个基点的可能。美国银行的基准预期仍然是9月会加息25个基点，但同时指出，5月CPI让9月加息50个基点的风险增加。高盛首席经济学家Jan Hatzius评论称，核心CPI通胀的全面走强会给美联储带来决定性改变，让联储将每次50个基点的加息步调延续到9月。高盛继续预计，明年一季度终端利率会升至3.0至3.25%。彭博行业研究的首席美国利率策略师Ira Jersey评论称，美债收益率曲线的熊市趋平至少可能持续到下周的美联储FOMC会议。我们仍然认为美联储不会郑重考虑一次加息75个基点，但市场的定价可能体现这种幅度加息的可能。鉴于核心CPI强劲，市场会体现可能9月过后还有不止一次加息50个基点。美联储可能试图今年进入超过中性水平的限制性区间，并可能考虑在朝向4%加息期间暂停行动，以便让效力非常滞后的货币政策发挥功效。TD Securities的全球利率策略主管Priya Misra评论称，市场更接近定价体现9月加息50个基点，那对风险资产来说会是可怕的，因为美联储在让利率达到中性水平后可能也不会放慢脚步。AXS Investments的CEO Greg Bassuk认为，投资者的解读将更侧重于高通胀会伴随我们多久，而不是通胀是否已见顶。过去一年我们吸取的一大教训是，任何单一的数据都有很大的不确定性。我们会观察下周二公布的美国PPI，下周三，我们会看到零售销售的数据，以及一些美联储会后的评论。MKM Partners 的首席经济学家及市场策略师Michael Darda称，通胀年增速可能非常接近巅峰，但这可能和美联储收紧货币的道路、债市和股市的估值都毫无关系。因为假如通胀在当前基础上增长放缓，仍还处在很高的增长水平，那就并不是美联储要罢手的环境，我们现在看到的是高市值股票的某种重大重新估值。Principal Global Investors 的首席全球策略师Seema Shah评论称，这次的CPI数据很难看。虽然通胀无论何时最终都会下降，但下降会是让人痛苦的缓慢过程。美联储的价格稳定决心现在真正面临考验。即使经济有困难，也需要毫不留情地激进加息，直到通胀最终开始减弱为止。美联储看跌期权（Fed put）的可能性已经非常低，现在要把它坚定地抛下了。22V Research的创始人Dennis DeBusschere 称，CPI数据很差。鉴于劳动力市场供应紧张，以及核心CPI环比并未下降，下周的FOMC会议后，美联储主席鲍威尔的言论应该会听起来非常鹰派。Independent Advisor Alliance的首席投资官Chris Zaccarelli评论称，美联储会面临更大的掌控通胀压力，会需要未来三次会议和到年底以前至少各加息50个基点，需要重新评估缩表计划。虽然预计今年不会有衰退，但在利率上升、波动增加和流动性降低方面有很多担忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098622842,"gmtCreate":1644118412306,"gmtModify":1676533892015,"author":{"id":"4087889123915090","authorId":"4087889123915090","name":"叮叮当当的小人物","avatar":"https://static.tigerbbs.com/1644a01344ef5c9a8b34064c181bb52a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087889123915090","authorIdStr":"4087889123915090"},"themes":[],"htmlText":"😝","listText":"😝","text":"😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098622842","repostId":"2209340058","repostType":4,"repost":{"id":"2209340058","kind":"highlight","pubTimestamp":1644114765,"share":"https://ttm.financial/m/news/2209340058?lang=&edition=fundamental","pubTime":"2022-02-06 10:32","market":"fut","language":"zh","title":"油价大战，拜登惨败","url":"https://stock-news.laohu8.com/highlight/detail?id=2209340058","media":"华尔街见闻","summary":"拜登总统正面临着一系列“重大考验”。尽管拜登总统正努力抑制油价上涨，但当地时间2月5日，根据美国汽车协会（AAA）最新的燃料数据，美国加油站的平均汽油价格已经上涨至3.435美元/加仑，这是美国自20","content":"<html><head></head><body><p>拜登总统正面临着一系列“重大考验”。</p><p>尽管拜登总统正努力抑制油价上涨，但当地时间2月5日，根据美国汽车协会（AAA）最新的燃料数据，美国加油站的平均汽油价格已经上涨至3.435美元/加仑，这是美国自2014年9月以来的最高水平。</p><p><img src=\"https://static.tigerbbs.com/e41ce6d07a15bceca91e4db1afa53a8c\" tg-width=\"1892\" tg-height=\"704\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/1ecaa046d4323ec1a85d31d0513d61e7\" tg-width=\"1108\" tg-height=\"552\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>与此同时，由于市场的供不应求，<b>原油现货价格持续攀升，原油期货合约出现现货溢价迹象。</b></p><p><b>乌克兰问题也导致地缘政治风险溢价上升</b>，并将布伦特原油价格推高至超过92美元/桶。</p><p><img src=\"https://static.tigerbbs.com/ff9d23b305c37d26fd85f3924c2fd81e\" tg-width=\"1105\" tg-height=\"553\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>据彭博报道，渣打银行大宗商品研究主管Paul Horsnell表示：</p><blockquote>拜登试图将原油价格控制在80美元左右，将汽油价格控制在3.30美元左右， <b>3.40美元以上的汽油价格将增加对拜登总统的压力。</b></blockquote><blockquote>如果与俄罗斯的紧张局势升温，拜登政府可能会推迟释放额外的战略石油储备（SPR）。</blockquote><p>但SPR库存正处于2002年10月以来的最低水平。</p><p><img src=\"https://static.tigerbbs.com/dcbb54f31079d5e924fa45b2eec04723\" tg-width=\"500\" tg-height=\"279\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>华尔街见闻此前提及，在周三的会议中，OPEC+坚持原定计划在3月增产40万桶/日，拒绝了美国和印度等主要石油消费国超量增产的要求。<b>这表明，拜登影响石油价格的能力正在迅速减弱。</b></p><p>更糟糕的是，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的研究显示，拜登的支持率和通胀水平正在出现一种背离的趋势：随着通胀率从去年1月的1.4%飙升至今年1月的7%，拜登的支持率正从56%回落至42%。</p><p><img src=\"https://static.tigerbbs.com/10ac2373aa77cb87b97b7ef468384f3c\" tg-width=\"627\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>拜登和特朗普各自的支持率也形成了鲜明对比，出现一种交叉的走势。</p><p><b>对拜登政府来说，民众对其日益增长的不满情绪对其在今年秋季的中期选举十分不利，拜登正在输掉这场与通胀的战争。</b></p><p><img src=\"https://static.tigerbbs.com/acf0d212cb0e3f892e7dfcfd792888c4\" tg-width=\"1021\" tg-height=\"541\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>金融博客ZeroHedge认为，<b>冬季燃料向夏季燃料的进一步过渡将进一步提高油价，未来几个月美国国内的油价可能超过3.5美元/加仑。</b></p><p>此外，通胀已经逐步渗透到民众们的日常生活中，美国肉价“通胀”居高不下。外媒指出，拜登政府目前应对肉类供应危机的方法是完全错误的。</p><p>随着全球食品价格也升至十年来的高位，给消费者带来极大困扰，其在春季仍可能出现进一步上涨。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>油价大战，拜登惨败</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n油价大战，拜登惨败\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 10:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651223><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拜登总统正面临着一系列“重大考验”。尽管拜登总统正努力抑制油价上涨，但当地时间2月5日，根据美国汽车协会（AAA）最新的燃料数据，美国加油站的平均汽油价格已经上涨至3.435美元/加仑，这是美国自2014年9月以来的最高水平。与此同时，由于市场的供不应求，原油现货价格持续攀升，原油期货合约出现现货溢价迹象。乌克兰问题也导致地缘政治风险溢价上升，并将布伦特原油价格推高至超过92美元/桶。据彭博报道，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651223\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{"BK4187":"航天航空与国防","UCO":"二倍做多彭博原油ETF","BAC":"美国银行","BK4534":"瑞士信贷持仓","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","BK4559":"巴菲特持仓","AAA":"Alternative Access First Priority CLO Bond ETF","BK4504":"桥水持仓","SPR":"Spirit AeroSystems Holdings Inc","BK4553":"喜马拉雅资本持仓","BK4207":"综合性银行"},"source_url":"https://wallstreetcn.com/articles/3651223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209340058","content_text":"拜登总统正面临着一系列“重大考验”。尽管拜登总统正努力抑制油价上涨，但当地时间2月5日，根据美国汽车协会（AAA）最新的燃料数据，美国加油站的平均汽油价格已经上涨至3.435美元/加仑，这是美国自2014年9月以来的最高水平。与此同时，由于市场的供不应求，原油现货价格持续攀升，原油期货合约出现现货溢价迹象。乌克兰问题也导致地缘政治风险溢价上升，并将布伦特原油价格推高至超过92美元/桶。据彭博报道，渣打银行大宗商品研究主管Paul Horsnell表示：拜登试图将原油价格控制在80美元左右，将汽油价格控制在3.30美元左右， 3.40美元以上的汽油价格将增加对拜登总统的压力。如果与俄罗斯的紧张局势升温，拜登政府可能会推迟释放额外的战略石油储备（SPR）。但SPR库存正处于2002年10月以来的最低水平。华尔街见闻此前提及，在周三的会议中，OPEC+坚持原定计划在3月增产40万桶/日，拒绝了美国和印度等主要石油消费国超量增产的要求。这表明，拜登影响石油价格的能力正在迅速减弱。更糟糕的是，美国银行的研究显示，拜登的支持率和通胀水平正在出现一种背离的趋势：随着通胀率从去年1月的1.4%飙升至今年1月的7%，拜登的支持率正从56%回落至42%。拜登和特朗普各自的支持率也形成了鲜明对比，出现一种交叉的走势。对拜登政府来说，民众对其日益增长的不满情绪对其在今年秋季的中期选举十分不利，拜登正在输掉这场与通胀的战争。金融博客ZeroHedge认为，冬季燃料向夏季燃料的进一步过渡将进一步提高油价，未来几个月美国国内的油价可能超过3.5美元/加仑。此外，通胀已经逐步渗透到民众们的日常生活中，美国肉价“通胀”居高不下。外媒指出，拜登政府目前应对肉类供应危机的方法是完全错误的。随着全球食品价格也升至十年来的高位，给消费者带来极大困扰，其在春季仍可能出现进一步上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}