杜瓦尔的个人主页 - 老虎社区

杜瓦尔

杜瓦尔

ddd

IP属地：广东

93关注

64粉丝

1主题

0勋章

2022-02-18

$老虎证券(TIGR)$还得洗盘至少半年

2022-01-05

$阿里巴巴(BABA)$跟这老头一把？

2021-11-08

$新东方(EDU)$什么情况

2021-11-02

没有这回事

抱歉，原内容已删除

2021-10-20

$新东方(EDU)$再涨一块回本

2021-08-18

什么时候整治网页搜索强制跳转百度app?

工信部通报微信等43款APP违规调用通信录等问题

2021-08-03

跌得好

抱歉，原内容已删除

2021-07-23

$新东方(EDU)$[微笑] 太狠了吧

2021-07-23

$新东方(EDU)$比惨，来呀

2021-07-23

$新东方(EDU)$今晚亏完？

2021-07-12

$新东方(EDU)$周末调研了，现在校外培训并没有受任何影响，想补课的家长孩子照常补课。[微笑] [微笑] [微笑]

2021-07-01

$老虎证券(TIGR)$你们有没有看到期权深度数据 [微笑] [微笑] [微笑]

2021-06-21

$老虎证券(TIGR)$需要一张港股牌照来引爆

2021-06-11

Tiger is here！

以史为鉴，美国通胀飙升后的演绎与影响

2021-06-11

Tiger is here！

一张图读懂滴滴招股书：遍布15国，日均单量4100万

2021-06-09

$老虎证券(TIGR)$等港股牌照

2021-06-08

$老虎证券(TIGR)$[笑哭] 难道会涨？

2021-06-04

$老虎证券(TIGR)$华兴资本表示，老虎即将取得香港经纪业务牌照，不仅有利于香港本地用户的增长，还将促进港股IPO业务中直接参与融资和新股分配，降低港股结算成本。牌照啥时候下来？

2021-06-04

$老虎证券(TIGR)$求求你们别晒收益了

2021-04-28

$老虎证券(TIGR)$港股牌照靴子要来了？

去老虎APP查看更多动态

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15:43","market":"hk","language":"zh","title":"工信部通报微信等43款APP违规调用通信录等问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1159933495","media":"老虎资讯综合","summary":"8月18日，工信部针对用户反映强烈的APP违规调用通信录、位置信息以及开屏弹窗骚扰用户等三方面突出问题，组织开展了“回头看”，共发现43款APP（详见附件）仍存在问题整改不彻底、技术手段对抗、同一问题在不同地域整改不一致的情况，其中包括微信、腾讯视频等。上述APP应在8月25日前完成整改，逾期不整改或整改不到位的，我部将依法依规进行处置。","content":"<p>8月18日，工信部针对用户反映强烈的APP违规调用通信录、位置信息以及开屏弹窗骚扰用户等三方面突出问题，组织开展了“回头看”，共发现43款APP（详见附件）仍存在问题整改不彻底、技术手段对抗、同一问题在不同地域整改不一致的情况，其中包括微信、腾讯视频等。上述APP应在8月25日前完成整改，逾期不整改或整改不到位的，我部将依法依规进行处置。</p>\n<p><img src=\"https://static.tigerbbs.com/b60dde3003516cc82b63e520e2d1efae\" tg-width=\"1576\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/718d308c04c0939fb11d517d2b175c7b\" tg-width=\"527\" tg-height=\"682\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/271d11625a58ae46767a42a4e91b2bbb\" tg-width=\"492\" tg-height=\"683\" referrerpolicy=\"no-referrer\"><img 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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工信部通报微信等43款APP违规调用通信录等问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-18 15:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月18日，工信部针对用户反映强烈的APP违规调用通信录、位置信息以及开屏弹窗骚扰用户等三方面突出问题，组织开展了“回头看”，共发现43款APP（详见附件）仍存在问题整改不彻底、技术手段对抗、同一问题在不同地域整改不一致的情况，其中包括微信、腾讯视频等。上述APP应在8月25日前完成整改，逾期不整改或整改不到位的，我部将依法依规进行处置。</p>\n<p><img src=\"https://static.tigerbbs.com/b60dde3003516cc82b63e520e2d1efae\" tg-width=\"1576\" tg-height=\"572\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/718d308c04c0939fb11d517d2b175c7b\" tg-width=\"527\" tg-height=\"682\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/271d11625a58ae46767a42a4e91b2bbb\" tg-width=\"492\" tg-height=\"683\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e861fd201d30e28de08b7ed576c29769\" tg-width=\"492\" tg-height=\"679\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b488d3b6c35f96e9168b4f65af143441\" tg-width=\"497\" tg-height=\"670\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/924c0e02beb38486ce04e0467b021cc4\" tg-width=\"489\" tg-height=\"696\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/13ffd8d344e8b5ccbfb9da5b94dfcb9b\" tg-width=\"488\" tg-height=\"127\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7fccad13a950290bce9de2bf50e54656","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159933495","content_text":"8月18日，工信部针对用户反映强烈的APP违规调用通信录、位置信息以及开屏弹窗骚扰用户等三方面突出问题，组织开展了“回头看”，共发现43款APP（详见附件）仍存在问题整改不彻底、技术手段对抗、同一问题在不同地域整改不一致的情况，其中包括微信、腾讯视频等。上述APP应在8月25日前完成整改，逾期不整改或整改不到位的，我部将依法依规进行处置。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804626639,"gmtCreate":1627954983221,"gmtModify":1627954983221,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"跌得好","listText":"跌得好","text":"跌得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804626639","repostId":"1185239139","repostType":4,"isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175587698,"gmtCreate":1627041963214,"gmtModify":1627041963214,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>[微笑]&nbsp;太狠了吧","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>[微笑]&nbsp;太狠了吧","text":"$新东方(EDU)$[微笑] 太狠了吧","images":[{"img":"https://static.tigerbbs.com/c0b56946504121649fdf0c7ee13b8e22","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/175587698","isVote":1,"tweetType":1,"viewCount":3476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547450898870591","authorId":"3547450898870591","name":"特号","avatar":"https://static.tigerbbs.com/600324a7d3a4de192dd5c375af19ef53","crmLevel":4,"crmLevelSwitch":1,"idStr":"3547450898870591","authorIdStr":"3547450898870591"},"content":"今天入场的吗？","text":"今天入场的吗？","html":"今天入场的吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175682357,"gmtCreate":1627028778779,"gmtModify":1627028778779,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>比惨，来呀","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>比惨，来呀","text":"$新东方(EDU)$比惨，来呀","images":[{"img":"https://static.tigerbbs.com/f0a30157e69feea7b6533dc14b4efacf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175682357","isVote":1,"tweetType":1,"viewCount":2073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":175820630,"gmtCreate":1627023781820,"gmtModify":1627023781820,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>今晚亏完？","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>今晚亏完？","text":"$新东方(EDU)$今晚亏完？","images":[{"img":"https://static.tigerbbs.com/93c45072a6709b2cea2c13854ee83b06","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/175820630","isVote":1,"tweetType":1,"viewCount":3977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":146691316,"gmtCreate":1626073288535,"gmtModify":1626073288535,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>周末调研了，现在校外培训并没有受任何影响，想补课的家长孩子照常补课。[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>周末调研了，现在校外培训并没有受任何影响，想补课的家长孩子照常补课。[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$新东方(EDU)$周末调研了，现在校外培训并没有受任何影响，想补课的家长孩子照常补课。[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146691316","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158602030,"gmtCreate":1625146854520,"gmtModify":1625146854520,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>你们有没有看到期权深度数据&nbsp;&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>你们有没有看到期权深度数据&nbsp;&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$老虎证券(TIGR)$你们有没有看到期权深度数据 [微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/58509d41e729c48384c90d50b9869686","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158602030","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"content":"有，今天更新的","text":"有，今天更新的","html":"有，今天更新的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":120016138,"gmtCreate":1624287903124,"gmtModify":1624287903124,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>需要一张港股牌照来引爆","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>需要一张港股牌照来引爆","text":"$老虎证券(TIGR)$需要一张港股牌照来引爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120016138","isVote":1,"tweetType":1,"viewCount":3713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181259722,"gmtCreate":1623398035866,"gmtModify":1623398035866,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181259722","repostId":"1156453091","repostType":4,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://www.laohu8.com/m/news/1156453091?lang=&edition=full","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"以史为鉴，美国通胀飙升后的演绎与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。<b>美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。</b>我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：</p>\n<p><b>1960年以来美国CPI同比破5%出现了4次</b>(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。</p>\n<p><b>1968/06-1971/09</b>：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。</p>\n<p><b>1973/03-1982/11：</b>粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。</p>\n<p><b>1987/08-1991/07：</b>走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。</p>\n<p><b>2007/11-2008/09：</b>油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。</p>\n<p><b>当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。</b></p>\n<p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p>\n<p><b>本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。</b>今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是<b>从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。</b></p>\n<p><b>对于今年通胀的演绎，我们重点关注二手车和房租两个分项。</b></p>\n<p><b>通胀的主要推力之一为二手车。</b>东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p><b>房租价格走势对未来通胀的演绎有重要影响。</b>美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们<b>预计受到供给短缺的影响，未来房租将会持续温和地上升</b>。</p>\n<p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n<p><b>通胀预期走势如何?</b></p>\n<p>从消费者的角度，密西根预期通胀率数据显示，2<b>021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。</b></p>\n<p>从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为<b>共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n<p><b>未来通胀将会怎样影响资产价格?</b></p>\n<p>我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：<b>通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。</b>有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。</p>\n<p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示：</b>美联储过快收紧货币政策，地缘政治风险加剧</p>\n<hr>\n<p>恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查 </a>了解）</p>\n<p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>以史为鉴，美国通胀飙升后的演绎与影响</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以史为鉴，美国通胀飙升后的演绎与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/492521.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181259898,"gmtCreate":1623397999314,"gmtModify":1623397999314,"author":{"id":"3487803395818721","authorId":"3487803395818721","name":"杜瓦尔","avatar":"https://static.tigerbbs.com/57055b73b51494ae8afda384cdec4b6d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3487803395818721","authorIdStr":"3487803395818721"},"themes":[],"htmlText":"Tiger is here！","listText":"Tiger is here！","text":"Tiger is here！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181259898","repostId":"1140839418","repostType":4,"repost":{"id":"1140839418","kind":"news","pubTimestamp":1623382205,"share":"https://www.laohu8.com/m/news/1140839418?lang=&edition=full","pubTime":"2021-06-11 11:30","market":"us","language":"zh","title":"一张图读懂滴滴招股书：遍布15国，日均单量4100万","url":"https://stock-news.laohu8.com/highlight/detail?id=1140839418","media":"腾讯科技","summary":"6月11日消息，美国当地时间周四，$滴滴出行 $的运营主体小桔快智向美国证券交易委员会提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。","content":"<p>6月11日消息，美国当地时间周四，<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。</p>\n<p>根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a935c6b681f2f3744604b5596e29cac\" tg-width=\"2100\" tg-height=\"13686\"></p>\n<hr>\n<p>恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">【七周年有奖活动】老虎大搜查</a> 了解）<img src=\"https://static.tigerbbs.com/ba72fe98df37f49a4d31b0a0684a03aa\" tg-width=\"214\" tg-height=\"286\"></p>\n<p></p>","source":"txkj","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>一张图读懂滴滴招股书：遍布15国，日均单量4100万</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一张图读懂滴滴招股书：遍布15国，日均单量4100万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20210611A02NC800><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机...</p>\n\n<a href=\"https://new.qq.com/rain/a/20210611A02NC800\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b9f14473f3e986de32cc80f6fd80b679","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/rain/a/20210611A02NC800","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140839418","content_text":"6月11日消息，美国当地时间周四，滴滴出行的运营主体小桔快智向美国证券交易委员会（SEC）提交了IPO招股书，计划在纳斯达克股票市场或纽约证券交易所挂牌上市，股票代码为“DIDI”。\n根据滴滴披露的数据显示，目前滴滴已经在15个国家的4000多个城市和地区开通业务，年活跃用户数量4.93亿，年活跃司机数量1500万，日均单量4100万，年平台交易总额3410亿元，2018年至2021年Q1累计司机收入6000+亿元。\n\n\n恭喜您找到了字母I，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 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