鲜嫩de韭菜的个人主页 - 老虎社区

鲜嫩de韭菜

鲜嫩de韭菜

个人简介：蔚来已来

IP属地：江苏

195关注

486粉丝

2主题

0勋章

2023-07-27

勾鈤的继续加

鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退

2023-01-28

$Faraday Future(FFIE)$ 王者归来！

2022-09-13

$理想汽车(LI)$可惜老外看不懂中文，只知道理想特别能挣钱。

2022-08-21

$AMC院线(AMC)$哈哈，开心配股了！

2022-08-20

$大健云仓(GCT)$hkd2550，大健目标价1500

2022-08-17

$3B家居(BBBY)$目标价80

2022-07-04

$理想汽车(LI)$理想把主要精力用在造屏幕上了

2022-05-20

$蔚来(NIO)$蔚来加电！老车主发来祝贺

2022-05-10

$Faraday Future(FFIE)$贾跃亭**的了！

2022-05-06

$蔚来(NIO)$新交所上市，是利好！

2022-05-04

期待超级爆款

蔚来汽车：预期于2022年9月开始交付ET5

2022-04-01

$Sundial Growers Inc.(SNDL)$投票通过

2022-03-16

开比亚迪出门感觉难为情啊

比亚迪“小汉EV”曝光！比蔚来ET5大续航700km

2022-03-11

$理想汽车(LI)$垃圾理想，打回原形了

2022-03-07

$蔚来(NIO)$今天刚试驾完ET7开起来，是目前所有新能源里行驶品质最棒的，没有之一！

2022-03-05

宝马特斯拉做不到不代表蔚来做不到，正如欧美国家管不好疫情防控，但是中国做到了！

宝马称换电技术是在浪费时间更愿意投资固态电池技术

2022-02-17

$Sundial Growers Inc.(SNDL)$大户机构在吸货，小散在抛

2022-02-10

$蔚来(NIO)$今晚还有空狗出来叫嚣了吗？蔚来永远是国内电车一哥！！！

2022-02-09

$Sundial Growers Inc.(SNDL)$打爆空狗！

2022-02-01

理想模仿汉兰达，以牺牲安全性为代价的样子货，来和蔚来比，没有可比性。车价也比蔚来低

蔚来1月交付新车9652台，同比增长33.6%

去老虎APP查看更多动态

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02:36","market":"hk","language":"zh","title":"鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=1117691111","media":"华尔街见闻","summary":"鲍威尔：如果数据有保障，美联储9月可能再次加息。鲍威尔称，今年不会降息，但多名FOMC成员希望明年多次降息。通胀和加息鲍威尔重申：美联储致力于实现双重使命，致力于让通胀回到2%。鲍威尔说，降低通胀可能意味着低于趋势的经济增长。鲍威尔称，名义工资增长已经显示出一些放松的迹象。房地产市场在谈到美国房地产市场时，鲍威尔说，住房部门有所复苏，但仍远低于2022年水平。","content":"<html><head></head><body><blockquote>鲍威尔说，美国的通胀已经在一定程度上得到缓解，不过将通胀回落到2%的过程还有很长的路要走。劳动力市场依然非常紧张。美联储工作人员不再预测美国经济会陷入衰退。他强调，当前政策已有限制性，利率水平应维持在限制性水平相当长时间，未来的利率会在逐次会议上做出决定，今年不会降息，多位官员支持明年多次降息。对于9月的会议，他认为需要看到更多数据后再做出决定，如果数据有支撑，9月可能再加息。利率调整和缩表是独立的，美联储可能在缩表的同时降息。</blockquote><p style=\"text-align: justify;\">7月26日周三，在美联储议息会议结束之后，美联储主席鲍威尔召开新闻发布会。</p><p style=\"text-align: justify;\">在发布会上，鲍威尔就美联储的政策路径、美国通胀、美国经济、劳动力市场等问题发表看法。</p><p><strong>通胀已有缓解但比预期更有韧性，但距离2%的目标还有很长的路要走</strong></p><p style=\"text-align: justify;\">关于美国的通胀，鲍威尔重申：</p><blockquote>美联储致力于实现双重使命，致力于让通胀回到2%。没有价格稳定就无法实现强劲的劳动力市场。</blockquote><p style=\"text-align: justify;\"><strong>鲍威尔说，美国的通胀已经在一定程度上得到了缓解，不过，将通胀回落到2%的过程还有很长的路要走。他承认，事实证明通胀比预期更有韧性。他认为，过去通胀一再高于预期，但这种情况可能会改变。</strong></p><p style=\"text-align: justify;\">鲍威尔说，高通胀率带来了重大困难，长期通胀预期仍然“根深蒂固”：</p><blockquote>美联储高度关注通胀给该机构双重使命带来的风险，FOMC能做的最好事情就是恢复价格稳定。</blockquote><p style=\"text-align: justify;\">鲍威尔认为，随着时间推移，未来美国经济增长更强劲，这可能会加剧通胀，或需政策回应。</p><p style=\"text-align: justify;\">此外，鲍威尔认为，俄罗斯退出黑海粮食协议预计不会对美国食品通胀产生重大影响。</p><p><strong>利率已达限制性水平，并将维持较长时间，年内不会降息</strong></p><p style=\"text-align: justify;\">关于本轮加息周期，鲍威尔称，美联储的货币政策正在发挥作用，符合预期。不过，加息的全部影响还没显现，需要时间才能实现全部效果。他强调，FOMC将考虑累积的政策紧缩效应和滞后性，但是对于滞后期的维持时间存在很多不确定性，也存在争议。他认为，当前的实际联邦基金利率已经处于有意义的正区间。</p><p style=\"text-align: justify;\"><strong>他表示，美联储预计到2025年左右才能看到通胀回到2%的政策目标水平，美联储可以在通胀达到2%之前停止加息。</strong></p><p style=\"text-align: justify;\">他表示，当前，完全有理由放慢加息速度，<strong>FOMC将对未来的加息进程依然采取依赖数据的做法，将继续逐次会议作出是否加息的决定</strong>：</p><blockquote>我们尚未就任何未来会议做出决定。更渐进的加息步伐并不意味着每隔一次会议加息一次。</blockquote><p style=\"text-align: justify;\"><strong>鲍威尔称，FOMC认为当前的货币政策是具有限制性的，需要将利率保持在较高的水平“一段时间”，需要继续抗通胀，这也需要坚持一段时间：</strong></p><blockquote><strong>政策已经具有限制性的，在今天之后更是如此。FOMC可以保持耐心和坚定。</strong></blockquote><p style=\"text-align: justify;\"><strong>他认为，随着货币立场越来越具有限制性，面临的风险也在增加，现在的问题在于如何权衡做得太多或太少的风险。鲍威尔称：</strong></p><blockquote><strong>如果我们看到通胀得到可靠缓解，就不需要采取紧缩措施。如果我们看到通胀稳定地下降，我们可以将利率降至中性水平，然后在某个时候降至中性水平以下。</strong></blockquote><p style=\"text-align: justify;\">鲍威尔表示，6月CPI的放缓令人鼓舞，但只是一个月份的数据，通胀报告比预期稍好。他认为，总体通胀率下降这么多是一件好事，这将增强公众对通胀下降的认知。但现在，核心通胀仍然相当高，希望看到核心通胀率下降。他再次强调，核心通胀是一个更好的指标，可以预示整体通胀的走势。</p><p style=\"text-align: justify;\">鲍威尔也表示：</p><blockquote>我们将谨慎行事，不过度解读单一通胀数据，将会关注此后的CPI数据是否会再次录得回落。</blockquote><p style=\"text-align: justify;\">鲍威尔特别强调，数据的整体性很重要，特别关注通胀进展。</p><p style=\"text-align: justify;\">鲍威尔表示：</p><blockquote><strong>如果数据有支撑，美联储9月可能再次加息。</strong>到9月FOMC会议还有8周时间，我们将一直关注到那时的所有数据。我们不希望提供前瞻性指导。</blockquote><p style=\"text-align: justify;\"><strong>关于缩表，鲍威尔说，利率调整和缩表是独立的，美联储可能在缩表的同时降息。</strong></p><p style=\"text-align: justify;\">鲍威尔说，在判断何时降息时，需要同时考虑通胀水平和通胀下降的速度：</p><blockquote><strong>对于未来会议，甚至明年的前景存在很多不确定性。我认为今年不会降息，降息与否将取决于我们对通胀回落至目标的信心程度。不过，部分FOMC委员预计明年将降息。</strong></blockquote><p style=\"text-align: justify;\">鲍威尔称，本次会议存在不同观点，市场将在会议纪要中看到这一点。</p><p><strong>美联储内部不再认为美国经济会陷入衰退，软着陆路径依然存在</strong></p><p style=\"text-align: justify;\">在谈到美国经济时，鲍威尔说，美国经济活动以温和的速度扩张，消费者支出增长较年初放缓。与6月份对美国经济“温和”的评价相比，美联储对经济活动的评价有所提高。</p><p style=\"text-align: justify;\">他强调：</p><blockquote>我们看到的经济疲软并非因为失业率上升，而是因为职位空缺和离职减少。</blockquote><p style=\"text-align: justify;\">分行业来看，鲍威尔认为，一些行业一直反映出紧缩的影响。此外，整体经济显示信贷条件正在收紧。</p><p style=\"text-align: justify;\">鲍威尔说，降低通胀可能意味着把经济增速压低至低于趋势的水平。</p><p style=\"text-align: justify;\">鲍威尔说，美国经济具备韧性是“一件好事”，但是，从边际上看，更强劲的经济增长可能导致更多的通胀。他认为，美国经济增长将在未来加强。</p><p style=\"text-align: justify;\"><strong>他表示，美联储工作人员不再预测美国经济会陷入衰退：</strong></p><blockquote><strong>我的基本假设是可以在失业率没有大幅增加的情况下实现2%的目标。</strong></blockquote><p style=\"text-align: justify;\">鲍威尔重申，实现一定程度的通胀下降而不引发失业激增，即实现“软着陆”是一种理想的结果，但在现实中，劳动市场的疲软仍然是可能的结果。他说：</p><blockquote>我不会用“乐观”这个词，但存在实现软着陆的路径。即使出现软着陆，劳动力状况仍会有所减弱。</blockquote><p style=\"text-align: justify;\">鲍威尔说，FOMC希望看到供应瓶颈缓解，希望看到适度或温和水平的经济增长。</p><p><strong>劳动力市场趋于平衡的趋势愈发明显，但仍需进一步放松</strong></p><p style=\"text-align: justify;\">在劳动力市场方面，鲍威尔认为，劳动力供需持续出现平衡的迹象越来越明显。他认为，美国劳动力市场仍然非常紧张，就业增长依然强劲，劳动力需求仍然明显超过供应，因此，劳动力市场条件需要进一步放松。</p><p style=\"text-align: justify;\">鲍威尔称，名义工资增长已经显示出一些放松的迹象，不过实际工资的增长是一件好事。这也意味着，市场一度十分担心的“工资-通胀螺旋”可能未必会出现。</p><p style=\"text-align: justify;\">鲍威尔称，美联储我们工资增长幅度与2%的目标通胀率相一致。他强调，美联储并非特别针对工资通胀。</p><p style=\"text-align: justify;\">鲍威尔说，FOMC正在寻找劳动市场广泛疲软的迹象，最新报告显示私营部门就业市场出现了放缓。</p><p><strong>较高的利率拖累房地产市场，银行业已经稳定</strong></p><p style=\"text-align: justify;\">在谈到美国房地产市场时，鲍威尔说，住房部门有所复苏，但仍远低于2022年水平。</p><p style=\"text-align: justify;\">他认为，恢复房地产市场的平衡还有很长的路走，现有住房供应非常紧张。不过，较高的利率已经拖慢了房地产市场的增长速度。</p><p style=\"text-align: justify;\">关于银行业动荡，鲍威尔称，很难梳理出银行业动荡对经济的影响，美联储正在谨慎监测银行业的情况，当前，美国银行业已经稳定下来。</p><p style=\"text-align: justify;\">在谈到银行业危机时，鲍威尔说，美国的银行现在正努力确保对使用贴现窗口做好准备，美联储也鼓励银行这样做。</p><p><strong>市场反应及评论</strong></p><p style=\"text-align: justify;\">鲍威尔召开新闻发布会期间，标准普尔500指数和纳斯达克综合指数回吐早前涨幅并转跌。其中，标普500指数下跌0.2%，纳斯达克综合指数下跌0.4%。道琼斯工业平均指数仍然保持上涨，但涨幅有限。</p><p style=\"text-align: justify;\">债券收益率下跌，其中两年期美国收益率对美联储即将采取的行动敏感，跌至4.84%。</p><p style=\"text-align: justify;\">有“新美联储通讯社”之称的华尔街日报记者在新闻发布会后发表的文章中称，美联储内部的分歧依然没有得到弥合：</p><blockquote>一些美联储官员表示，他们可能更愿意在9月份的会议上再次加息。但认为美联储加息影响尚未完全显现的官员更有可能倾向于等到11月或12月再决定是否适合进行下一次加息。</blockquote><p style=\"text-align: justify;\">对冲基金公司Citadel全球固定收益经济研究主管Angel Ubide认为，随着美联储进入本轮加息周期的收尾阶段，放慢加息步伐是有意义的：</p><blockquote>对于紧缩周期的最后一公里，随着时间的推移延长它是有意义的。美联储正在微调，他们也不知道确切的目的地在哪里。</blockquote><p style=\"text-align: justify;\"> 宏利投资管理公司全球首席经济学家Frances Donald认为，美联储开始降息的门槛很高，需要实际数据，这些数据可能会在年底实现，届时美联储可能有信心更好地控制通胀：</p><blockquote>我们现在认为美联储处于长期‘鹰派立场’。在我们的基本假设下，他们的下一步行动可能是降息，但要到2024年才能看到。 尽管如此，鲍威尔别无选择，只能继续警告市场可能会加息，以免鼓励市场过早消化降息并重新点燃通胀预期。</blockquote><p style=\"text-align: justify;\">资产管理公司Carson Wealth的分析师Sonu Varghese表示，鲍威尔保留了他的选择余地，但美联储不太可能再次加息。Varghese预计，9月会议前的通胀报告将显示物价走弱。他表示：</p><blockquote>美联储希望看到通胀下降，尤其是核心通胀，但他们不一定需要看到经济走弱。</blockquote></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>鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退</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鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 02:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694160><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鲍威尔说，美国的通胀已经在一定程度上得到缓解，不过将通胀回落到2%的过程还有很长的路要走。劳动力市场依然非常紧张。美联储工作人员不再预测美国经济会陷入衰退。他强调，当前政策已有限制性，利率水平应维持在限制性水平相当长时间，未来的利率会在逐次会议上做出决定，今年不会降息，多位官员支持明年多次降息。对于9月的会议，他认为需要看到更多数据后再做出决定，如果数据有支撑，9月可能再加息。利率调整和缩表是独立...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694160\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/251d111e0dc44a538f8fafbe2a786ec6","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3694160","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117691111","content_text":"鲍威尔说，美国的通胀已经在一定程度上得到缓解，不过将通胀回落到2%的过程还有很长的路要走。劳动力市场依然非常紧张。美联储工作人员不再预测美国经济会陷入衰退。他强调，当前政策已有限制性，利率水平应维持在限制性水平相当长时间，未来的利率会在逐次会议上做出决定，今年不会降息，多位官员支持明年多次降息。对于9月的会议，他认为需要看到更多数据后再做出决定，如果数据有支撑，9月可能再加息。利率调整和缩表是独立的，美联储可能在缩表的同时降息。7月26日周三，在美联储议息会议结束之后，美联储主席鲍威尔召开新闻发布会。在发布会上，鲍威尔就美联储的政策路径、美国通胀、美国经济、劳动力市场等问题发表看法。通胀已有缓解但比预期更有韧性，但距离2%的目标还有很长的路要走关于美国的通胀，鲍威尔重申：美联储致力于实现双重使命，致力于让通胀回到2%。没有价格稳定就无法实现强劲的劳动力市场。鲍威尔说，美国的通胀已经在一定程度上得到了缓解，不过，将通胀回落到2%的过程还有很长的路要走。他承认，事实证明通胀比预期更有韧性。他认为，过去通胀一再高于预期，但这种情况可能会改变。鲍威尔说，高通胀率带来了重大困难，长期通胀预期仍然“根深蒂固”：美联储高度关注通胀给该机构双重使命带来的风险，FOMC能做的最好事情就是恢复价格稳定。鲍威尔认为，随着时间推移，未来美国经济增长更强劲，这可能会加剧通胀，或需政策回应。此外，鲍威尔认为，俄罗斯退出黑海粮食协议预计不会对美国食品通胀产生重大影响。利率已达限制性水平，并将维持较长时间，年内不会降息关于本轮加息周期，鲍威尔称，美联储的货币政策正在发挥作用，符合预期。不过，加息的全部影响还没显现，需要时间才能实现全部效果。他强调，FOMC将考虑累积的政策紧缩效应和滞后性，但是对于滞后期的维持时间存在很多不确定性，也存在争议。他认为，当前的实际联邦基金利率已经处于有意义的正区间。他表示，美联储预计到2025年左右才能看到通胀回到2%的政策目标水平，美联储可以在通胀达到2%之前停止加息。他表示，当前，完全有理由放慢加息速度，FOMC将对未来的加息进程依然采取依赖数据的做法，将继续逐次会议作出是否加息的决定：我们尚未就任何未来会议做出决定。更渐进的加息步伐并不意味着每隔一次会议加息一次。鲍威尔称，FOMC认为当前的货币政策是具有限制性的，需要将利率保持在较高的水平“一段时间”，需要继续抗通胀，这也需要坚持一段时间：政策已经具有限制性的，在今天之后更是如此。FOMC可以保持耐心和坚定。他认为，随着货币立场越来越具有限制性，面临的风险也在增加，现在的问题在于如何权衡做得太多或太少的风险。鲍威尔称：如果我们看到通胀得到可靠缓解，就不需要采取紧缩措施。如果我们看到通胀稳定地下降，我们可以将利率降至中性水平，然后在某个时候降至中性水平以下。鲍威尔表示，6月CPI的放缓令人鼓舞，但只是一个月份的数据，通胀报告比预期稍好。他认为，总体通胀率下降这么多是一件好事，这将增强公众对通胀下降的认知。但现在，核心通胀仍然相当高，希望看到核心通胀率下降。他再次强调，核心通胀是一个更好的指标，可以预示整体通胀的走势。鲍威尔也表示：我们将谨慎行事，不过度解读单一通胀数据，将会关注此后的CPI数据是否会再次录得回落。鲍威尔特别强调，数据的整体性很重要，特别关注通胀进展。鲍威尔表示：如果数据有支撑，美联储9月可能再次加息。到9月FOMC会议还有8周时间，我们将一直关注到那时的所有数据。我们不希望提供前瞻性指导。关于缩表，鲍威尔说，利率调整和缩表是独立的，美联储可能在缩表的同时降息。鲍威尔说，在判断何时降息时，需要同时考虑通胀水平和通胀下降的速度：对于未来会议，甚至明年的前景存在很多不确定性。我认为今年不会降息，降息与否将取决于我们对通胀回落至目标的信心程度。不过，部分FOMC委员预计明年将降息。鲍威尔称，本次会议存在不同观点，市场将在会议纪要中看到这一点。美联储内部不再认为美国经济会陷入衰退，软着陆路径依然存在在谈到美国经济时，鲍威尔说，美国经济活动以温和的速度扩张，消费者支出增长较年初放缓。与6月份对美国经济“温和”的评价相比，美联储对经济活动的评价有所提高。他强调：我们看到的经济疲软并非因为失业率上升，而是因为职位空缺和离职减少。分行业来看，鲍威尔认为，一些行业一直反映出紧缩的影响。此外，整体经济显示信贷条件正在收紧。鲍威尔说，降低通胀可能意味着把经济增速压低至低于趋势的水平。鲍威尔说，美国经济具备韧性是“一件好事”，但是，从边际上看，更强劲的经济增长可能导致更多的通胀。他认为，美国经济增长将在未来加强。他表示，美联储工作人员不再预测美国经济会陷入衰退：我的基本假设是可以在失业率没有大幅增加的情况下实现2%的目标。鲍威尔重申，实现一定程度的通胀下降而不引发失业激增，即实现“软着陆”是一种理想的结果，但在现实中，劳动市场的疲软仍然是可能的结果。他说：我不会用“乐观”这个词，但存在实现软着陆的路径。即使出现软着陆，劳动力状况仍会有所减弱。鲍威尔说，FOMC希望看到供应瓶颈缓解，希望看到适度或温和水平的经济增长。劳动力市场趋于平衡的趋势愈发明显，但仍需进一步放松在劳动力市场方面，鲍威尔认为，劳动力供需持续出现平衡的迹象越来越明显。他认为，美国劳动力市场仍然非常紧张，就业增长依然强劲，劳动力需求仍然明显超过供应，因此，劳动力市场条件需要进一步放松。鲍威尔称，名义工资增长已经显示出一些放松的迹象，不过实际工资的增长是一件好事。这也意味着，市场一度十分担心的“工资-通胀螺旋”可能未必会出现。鲍威尔称，美联储我们工资增长幅度与2%的目标通胀率相一致。他强调，美联储并非特别针对工资通胀。鲍威尔说，FOMC正在寻找劳动市场广泛疲软的迹象，最新报告显示私营部门就业市场出现了放缓。较高的利率拖累房地产市场，银行业已经稳定在谈到美国房地产市场时，鲍威尔说，住房部门有所复苏，但仍远低于2022年水平。他认为，恢复房地产市场的平衡还有很长的路走，现有住房供应非常紧张。不过，较高的利率已经拖慢了房地产市场的增长速度。关于银行业动荡，鲍威尔称，很难梳理出银行业动荡对经济的影响，美联储正在谨慎监测银行业的情况，当前，美国银行业已经稳定下来。在谈到银行业危机时，鲍威尔说，美国的银行现在正努力确保对使用贴现窗口做好准备，美联储也鼓励银行这样做。市场反应及评论鲍威尔召开新闻发布会期间，标准普尔500指数和纳斯达克综合指数回吐早前涨幅并转跌。其中，标普500指数下跌0.2%，纳斯达克综合指数下跌0.4%。道琼斯工业平均指数仍然保持上涨，但涨幅有限。债券收益率下跌，其中两年期美国收益率对美联储即将采取的行动敏感，跌至4.84%。有“新美联储通讯社”之称的华尔街日报记者在新闻发布会后发表的文章中称，美联储内部的分歧依然没有得到弥合：一些美联储官员表示，他们可能更愿意在9月份的会议上再次加息。但认为美联储加息影响尚未完全显现的官员更有可能倾向于等到11月或12月再决定是否适合进行下一次加息。对冲基金公司Citadel全球固定收益经济研究主管Angel Ubide认为，随着美联储进入本轮加息周期的收尾阶段，放慢加息步伐是有意义的：对于紧缩周期的最后一公里，随着时间的推移延长它是有意义的。美联储正在微调，他们也不知道确切的目的地在哪里。 宏利投资管理公司全球首席经济学家Frances Donald认为，美联储开始降息的门槛很高，需要实际数据，这些数据可能会在年底实现，届时美联储可能有信心更好地控制通胀：我们现在认为美联储处于长期‘鹰派立场’。在我们的基本假设下，他们的下一步行动可能是降息，但要到2024年才能看到。 尽管如此，鲍威尔别无选择，只能继续警告市场可能会加息，以免鼓励市场过早消化降息并重新点燃通胀预期。资产管理公司Carson Wealth的分析师Sonu Varghese表示，鲍威尔保留了他的选择余地，但美联储不太可能再次加息。Varghese预计，9月会议前的通胀报告将显示物价走弱。他表示：美联储希望看到通胀下降，尤其是核心通胀，但他们不一定需要看到经济走弱。","news_type":1},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626759943,"gmtCreate":1674902620982,"gmtModify":1674902623575,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>王者归来！","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday 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19:06","market":"us","language":"zh","title":"蔚来汽车：预期于2022年9月开始交付ET5","url":"https://stock-news.laohu8.com/highlight/detail?id=1185870981","media":"老虎资讯综合","summary":"5月2日，蔚来汽车：于2022年3月下旬及4月，本公司的汽车生产及交付受到中国若干地区新一波新冠疫情爆发所导致的供应链波动及其他限制影响。汽车生产正在逐步恢复。本公司将密切关注情况及其对本公司业务及财","content":"<html><head></head><body><p>5月2日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车：于2022年3月下旬及4月，本公司的汽车生产及交付受到中国若干地区新一波新冠疫情爆发所导致的供应链波动及其他限制影响。汽车生产正在逐步恢复。本公司将密切关注情况及其对本公司业务及财务状况的影响，并持续与其供应链合作伙伴合作以加快全面恢复生产。</p><p>于2022年4月29日，ET5首批全工艺生产线试制车在位于合肥NeoPark的全新制造工厂下线。本公司预期于2022年9月开始交付ET5。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来汽车：预期于2022年9月开始交付ET5</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车：于2022年3月下旬及4月，本公司的汽车生产及交付受到中国若干地区新一波新冠疫情爆发所导致的供应链波动及其他限制影响。汽车生产正在逐步恢复。本公司将密切关注情况及其对本公司业务及财务状况的影响，并持续与其供应链合作伙伴合作以加快全面恢复生产。</p><p>于2022年4月29日，ET5首批全工艺生产线试制车在位于合肥NeoPark的全新制造工厂下线。本公司预期于2022年9月开始交付ET5。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"BK4581":"高盛持仓","BK1119":"汽车制造商","BK4526":"热门中概股","BK4555":"新能源车","BK4504":"桥水持仓","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK1588":"回港中概股","BK4574":"无人驾驶","NIO":"蔚来","NIO.SI":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>投票通过","text":"$Sundial Growers Inc.(SNDL)$投票通过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610472462","isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634372774,"gmtCreate":1647391178809,"gmtModify":1647391178809,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"开比亚迪出门感觉难为情啊","listText":"开比亚迪出门感觉难为情啊","text":"开比亚迪出门感觉难为情啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/634372774","repostId":"2219784288","repostType":2,"repost":{"id":"2219784288","pubTimestamp":1647308820,"share":"https://www.laohu8.com/m/news/2219784288?lang=&edition=full","pubTime":"2022-03-15 09:47","market":"sh","language":"zh","title":"比亚迪“小汉EV”曝光！比蔚来ET5大 续航700km","url":"https://stock-news.laohu8.com/highlight/detail?id=2219784288","media":"媒体滚动","summary":"比亚迪全新轿车海豹的实拍图，新车整体尺寸比蔚来ET5更大，可以称得上是“小汉EV”，在比亚迪刀片电池的支持下，续航里程最长超过700km。比亚迪海豹预计售价区间为22-28万，将于4月北京车展发布。比亚迪海豹前脸为封闭式格栅，大灯为镰刀形状，与Ocean X概念车如出一辙。海豹将在比亚迪常州工厂生产，该工厂规划年产能为40万辆，可以为海豹车型的供应量提供充足的保证。","content":"<html><body><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>全新轿车海豹的实拍图，新车整体尺寸比<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ET5更大，可以称得上是“小汉EV”，在比亚迪刀片电池的支持下，续航里程最长超过700km。比亚迪海豹预计售价区间为22-28万，将于4月北京车展发布。从新车的预计售价以及定位来看，其上市后的竞争对手包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3等车型。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220315s/333/w680h453/20220315/f6ff-b56602c5fcfbc61ce359bfd2c42f2d28.jpg/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/sinakd20220315s/230/w680h350/20220315/dcd9-dc80701d3667f74d998b110f71fac79a.jpg/w720fin.jpg\"/></div><div><img 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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>比亚迪“小汉EV”曝光！比蔚来ET5大 续航700km</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; 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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比亚迪“小汉EV”曝光！比蔚来ET5大 续航700km\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-15 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-03-15/doc-imcwiwss6094584.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比亚迪全新轿车海豹的实拍图，新车整体尺寸比蔚来ET5更大，可以称得上是“小汉EV”，在比亚迪刀片电池的支持下，续航里程最长超过700km。比亚迪海豹预计售价区间为22-28万，将于4月北京车展发布。从新车的预计售价以及定位来看，其上市后的竞争对手包括特斯拉Model 3等车型。比亚迪海豹前脸为封闭式格栅，大灯为镰刀形状，与Ocean X概念车如出一辙。侧面为双腰线设计，配置了隐藏式门把手，同时拥有...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-03-15/doc-imcwiwss6094584.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","NIO":"蔚来","09866":"蔚来-SW","BK1582":"深圳本地概念股","002594":"比亚迪","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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R19规格的轮胎以及多种款式的轮毂和多种配色的制动卡钳。运动元素爆棚的海豹在动力上也表现突出，后驱型号电动机的最大功率有两个版本，分别为150kW和230kW，顶配四驱版本的电动机最大总功率为390kW（160kW/230kW），超过了汉EV四驱版，百公里加速时间仅为3.8秒。海豹将在比亚迪常州工厂生产，该工厂规划年产能为40万辆，可以为海豹车型的供应量提供充足的保证。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635210538,"gmtCreate":1647009645058,"gmtModify":1647011331568,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>垃圾理想，打回原形了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>垃圾理想，打回原形了","text":"$理想汽车(LI)$垃圾理想，打回原形了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635210538","isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632451082,"gmtCreate":1646664133972,"gmtModify":1646664133972,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今天刚试驾完ET7开起来，是目前所有新能源里行驶品质最棒的，没有之一！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今天刚试驾完ET7开起来，是目前所有新能源里行驶品质最棒的，没有之一！","text":"$蔚来(NIO)$今天刚试驾完ET7开起来，是目前所有新能源里行驶品质最棒的，没有之一！","images":[{"img":"https://static.tigerbbs.com/a31cd0ba0b2dcdf7f2108f2789accebc","width":"1760","height":"4096"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/632451082","isVote":1,"tweetType":1,"viewCount":6826,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462077538108273","authorId":"3462077538108273","name":"心太乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"试驾的人多吗","text":"试驾的人多吗","html":"试驾的人多吗"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":632203129,"gmtCreate":1646416954692,"gmtModify":1646416954692,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"宝马特斯拉做不到不代表蔚来做不到，正如欧美国家管不好疫情防控，但是中国做到了！","listText":"宝马特斯拉做不到不代表蔚来做不到，正如欧美国家管不好疫情防控，但是中国做到了！","text":"宝马特斯拉做不到不代表蔚来做不到，正如欧美国家管不好疫情防控，但是中国做到了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/632203129","repostId":"2216463844","repostType":2,"repost":{"id":"2216463844","pubTimestamp":1646391639,"share":"https://www.laohu8.com/m/news/2216463844?lang=&edition=full","pubTime":"2022-03-04 19:00","market":"sh","language":"zh","title":"宝马称换电技术是在浪费时间 更愿意投资固态电池技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2216463844","media":"新浪汽车-编译","summary":"目前，宝马罕见地对换电技术提出了自己的看法，认为换电技术路线是在浪费时间，宝马更追求的是固态电池技术。现在，又一家汽车制造商宝马站了出来，认为换电商业模式不可行。取而代之的是，宝马似乎更愿意为固态电池的开发提供投资，旨在提供更高的续航里程和更长的使用寿命。由此，我们可以期待，未来的宝马Neue Klasse平台全新电动车产品中固态电池的率先应用，预计最快2025年投放市场。","content":"<html><body><p>电动车热潮催生了不同的技术方向，比如在电池充电方面，就有换电技术和快充技术两个路线。换电技术路线现在已经成为电动车领域的一个热门话题，这个概念非常简单，那就是无需在电池电量耗尽时给电池充电，只需将电量低的电池更换为预先充好电的电池即可，类似于我们早些年我们使用手机的场景或是玩无线电模型赛车。目前，宝马罕见地对换电技术提出了自己的看法，认为换电技术路线是在浪费时间，宝马更追求的是固态电池技术。</p><div><img src=\"http://k.sinaimg.cn/n/auto/transform/299/w660h439/20220304/b9bd-b31886553b907541d9028c7ed41fba00.jpg/w720fin.jpg\"/></div><p>目前率先采用换电技术路线的制造商是中国造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车，官方数据显示，截至2021年9月29日，蔚来成功完成了超过400 万次电池更换，到12月10日，蔚来已经建成700座换电站，并计划到2025年在全球开设4，000座换电站。蔚来的换电过程仅需3分钟，通过自动程序把电动车移至升降机上并用新的满电电池组更换耗尽的电池。</p><div><img src=\"http://k.sinaimg.cn/n/auto/transform/263/w660h403/20220304/6235-77b5aa0925d73db54620aad02dc968e5.png/w720fin.jpg\"/></div><p>虽然一些主要汽车制造商已经对换电技术路线进行了试验，但一些其他汽车制造商却已然否决了这个路线，比如说此前<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>都在考虑通过电动车产品进军换电技术领域，但在各自宣布后不久，这些计划并没有获得任何进展。实际上，这两家公司并没有真正实施换电技术，我们可以认为他们并没有找到充足的利润来进行换电技术的商用化。</p><div><img src=\"http://k.sinaimg.cn/n/auto/transform/299/w660h439/20220304/b443-346e90f652f050cd2bf74fb863e36b27.jpg/w720fin.jpg\"/></div><p>现在，又一家汽车制造商宝马站了出来，认为换电商业模式不可行。要知道，宝马已经拥有一系列纯电动车阵容，包括i4轿车、iX SUV等，因此我们可以认为宝马已经对未来的电动车的技术路线进行了大量的研究，包括电机、电池、充电等等各个方面，代表着电动车领域专家性的意见。</p><div><img src=\"http://k.sinaimg.cn/n/auto/transform/299/w660h439/20220304/691a-1c1576df4452c4962c83957da0c0be08.jpg/w720fin.jpg\"/></div><p>“从我们的角度来看，为换电站建立充电和物流基础设施并不方便。”宝马在接受德国媒体《欧洲汽车周报》采访时谈到了为Neue Klasse平台电动车提供换电服务的可能性时说道。按照宝马的说法，更换锂离子电池组的成本非常高，生产多余的电池以进行动态更换将是一项需要大量资源的项目。</p><div><img src=\"http://k.sinaimg.cn/n/auto/transform/299/w660h439/20220304/de6f-e1abf81edc50d60fb85c58760561c6d0.jpg/w720fin.jpg\"/></div><p>取而代之的是，宝马似乎更愿意为固态电池的开发提供投资，旨在提供更高的续航里程和更长的使用寿命。有研究表明，全固态电池能量密度可达500Wh/kg以上，从而实现2000公里的续航里程。如果真是如此，眼下困扰消费者的续航里程问题将迎刃而解，里程焦虑也会成为历史。由此，我们可以期待，未来的宝马Neue Klasse平台全新电动车产品中固态电池的率先应用，预计最快2025年投放市场。换电技术的更多消息，敬请关注后续报道。（来源：Automobilwoche 编译：Kishi.W）</p></body></html>","source":"sina_symbol","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>宝马称换电技术是在浪费时间 更愿意投资固态电池技术</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宝马称换电技术是在浪费时间 更愿意投资固态电池技术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://auto.sina.com.cn/news/hy/2022-03-04/detail-imcwiwss4197379.shtml><strong>新浪汽车-编译</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动车热潮催生了不同的技术方向，比如在电池充电方面，就有换电技术和快充技术两个路线。换电技术路线现在已经成为电动车领域的一个热门话题，这个概念非常简单，那就是无需在电池电量耗尽时给电池充电，只需将电量低的电池更换为预先充好电的电池即可，类似于我们早些年我们使用手机的场景或是玩无线电模型赛车。目前，宝马罕见地对换电技术提出了自己的看法，认为换电技术路线是在浪费时间，宝马更追求的是固态电池技术。目前...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://auto.sina.com.cn/news/hy/2022-03-04/detail-imcwiwss4197379.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","BK4531":"中概回港概念","BK4548":"巴美列捷福持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","NIO":"蔚来","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","09866":"蔚来-SW","BK4581":"高盛持仓","BK4526":"热门中概股","BK4555":"新能源车","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://auto.sina.com.cn/news/hy/2022-03-04/detail-imcwiwss4197379.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216463844","content_text":"电动车热潮催生了不同的技术方向，比如在电池充电方面，就有换电技术和快充技术两个路线。换电技术路线现在已经成为电动车领域的一个热门话题，这个概念非常简单，那就是无需在电池电量耗尽时给电池充电，只需将电量低的电池更换为预先充好电的电池即可，类似于我们早些年我们使用手机的场景或是玩无线电模型赛车。目前，宝马罕见地对换电技术提出了自己的看法，认为换电技术路线是在浪费时间，宝马更追求的是固态电池技术。目前率先采用换电技术路线的制造商是中国造车新势力蔚来汽车，官方数据显示，截至2021年9月29日，蔚来成功完成了超过400 万次电池更换，到12月10日，蔚来已经建成700座换电站，并计划到2025年在全球开设4，000座换电站。蔚来的换电过程仅需3分钟，通过自动程序把电动车移至升降机上并用新的满电电池组更换耗尽的电池。虽然一些主要汽车制造商已经对换电技术路线进行了试验，但一些其他汽车制造商却已然否决了这个路线，比如说此前特斯拉和雷诺都在考虑通过电动车产品进军换电技术领域，但在各自宣布后不久，这些计划并没有获得任何进展。实际上，这两家公司并没有真正实施换电技术，我们可以认为他们并没有找到充足的利润来进行换电技术的商用化。现在，又一家汽车制造商宝马站了出来，认为换电商业模式不可行。要知道，宝马已经拥有一系列纯电动车阵容，包括i4轿车、iX SUV等，因此我们可以认为宝马已经对未来的电动车的技术路线进行了大量的研究，包括电机、电池、充电等等各个方面，代表着电动车领域专家性的意见。“从我们的角度来看，为换电站建立充电和物流基础设施并不方便。”宝马在接受德国媒体《欧洲汽车周报》采访时谈到了为Neue Klasse平台电动车提供换电服务的可能性时说道。按照宝马的说法，更换锂离子电池组的成本非常高，生产多余的电池以进行动态更换将是一项需要大量资源的项目。取而代之的是，宝马似乎更愿意为固态电池的开发提供投资，旨在提供更高的续航里程和更长的使用寿命。有研究表明，全固态电池能量密度可达500Wh/kg以上，从而实现2000公里的续航里程。如果真是如此，眼下困扰消费者的续航里程问题将迎刃而解，里程焦虑也会成为历史。由此，我们可以期待，未来的宝马Neue Klasse平台全新电动车产品中固态电池的率先应用，预计最快2025年投放市场。换电技术的更多消息，敬请关注后续报道。（来源：Automobilwoche 编译：Kishi.W）","news_type":1},"isVote":1,"tweetType":1,"viewCount":2961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451036130220766","authorId":"3451036130220766","name":"Wlager","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"毫无逻辑的比较","text":"毫无逻辑的比较","html":"毫无逻辑的比较"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638985078,"gmtCreate":1645028405632,"gmtModify":1645028405632,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>大户机构在吸货，小散在抛","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>大户机构在吸货，小散在抛","text":"$Sundial Growers Inc.(SNDL)$大户机构在吸货，小散在抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/638985078","isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":2,"crmLevelSwitch":0},"content":"每隔一阵就有人出来这么说，请问是哪些机构再吸货呀？意淫了一年了，还不放弃呢。这只从之前0.5元市值4亿，到现在的0.5市值12亿[笑哭]涨幅都被公司提现了","text":"每隔一阵就有人出来这么说，请问是哪些机构再吸货呀？意淫了一年了，还不放弃呢。这只从之前0.5元市值4亿，到现在的0.5市值12亿[笑哭]涨幅都被公司提现了","html":"每隔一阵就有人出来这么说，请问是哪些机构再吸货呀？意淫了一年了，还不放弃呢。这只从之前0.5元市值4亿，到现在的0.5市值12亿[笑哭]涨幅都被公司提现了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631989764,"gmtCreate":1644432986729,"gmtModify":1644443956041,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚还有空狗出来叫嚣了吗？蔚来永远是国内电车一哥！！！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>今晚还有空狗出来叫嚣了吗？蔚来永远是国内电车一哥！！！","text":"$蔚来(NIO)$今晚还有空狗出来叫嚣了吗？蔚来永远是国内电车一哥！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/631989764","isVote":1,"tweetType":1,"viewCount":3261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631073914,"gmtCreate":1644405216259,"gmtModify":1644405759434,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>打爆空狗！","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>打爆空狗！","text":"$Sundial Growers Inc.(SNDL)$打爆空狗！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631073914","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633957384,"gmtCreate":1643706650258,"gmtModify":1643706650258,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"理想模仿汉兰达，以牺牲安全性为代价的样子货，来和蔚来比，没有可比性。车价也比蔚来低","listText":"理想模仿汉兰达，以牺牲安全性为代价的样子货，来和蔚来比，没有可比性。车价也比蔚来低","text":"理想模仿汉兰达，以牺牲安全性为代价的样子货，来和蔚来比，没有可比性。车价也比蔚来低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/633957384","repostId":"1132690569","repostType":2,"repost":{"id":"1132690569","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":1643703641,"share":"https://www.laohu8.com/m/news/1132690569?lang=&edition=full","pubTime":"2022-02-01 16:20","market":"other","language":"zh","title":"蔚来1月交付新车9652台，同比增长33.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132690569","media":"老虎资讯综合","summary":"NIO在2022年1月交付了9,652辆汽车，同比增长了33.6%截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆2月1日，蔚来今天公布了其2022年1月的交付业绩。N","content":"<html><head></head><body><ul><li>NIO在2022年1月交付了9,652辆汽车，同比增长了33.6%</li><li>截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆</li></ul><p>2月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天公布了其2022年1月的交付业绩。</p><p>NIO在2022年1月交付了9,652辆车，同比增长33.6%。交付的车辆包括1,531辆ES8（公司的六座或七座旗舰高档<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动SUV）、5,247辆ES6（公司的五座高性能高档智能电动SUV）和2,874辆EC6（公司的五座高档智能电动轿跑SUV）。截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆。</p><p>2022年1月，公司向当地市场的用户发布了专为挪威开发的Aspen 3.0.5 NO，这是其在中国以外的首次固件无线更新（FOTA）。Aspen是基于NIO技术平台1.0（NT1.0）的NIO车辆的智能操作系统。截至2022年1月31日，NIO已累计向用户推送FOTA更新超过130万次，发布了199项新功能和401项改进功能。</p><p>此外，公司一直在加速部署其电力、销售和服务网络。截至2022年1月31日，NIO已建成836个电源交换站，3766个电源充电桩和3656个目的地充电桩，并在中国各地开设了42个NIO之家，341个NIO空间，55个NIO服务中心和180个授权服务中心。基础设施的扩展为不断为用户带来超越预期的体验奠定了坚实的基础。</p><p><img src=\"https://static.tigerbbs.com/274946be672e04f2aa89677ea35bb7ee\" tg-width=\"1080\" tg-height=\"2339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>蔚来1月交付新车9652台，同比增长33.6%</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蔚来1月交付新车9652台，同比增长33.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-01 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>NIO在2022年1月交付了9,652辆汽车，同比增长了33.6%</li><li>截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆</li></ul><p>2月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天公布了其2022年1月的交付业绩。</p><p>NIO在2022年1月交付了9,652辆车，同比增长33.6%。交付的车辆包括1,531辆ES8（公司的六座或七座旗舰高档<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动SUV）、5,247辆ES6（公司的五座高性能高档智能电动SUV）和2,874辆EC6（公司的五座高档智能电动轿跑SUV）。截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆。</p><p>2022年1月，公司向当地市场的用户发布了专为挪威开发的Aspen 3.0.5 NO，这是其在中国以外的首次固件无线更新（FOTA）。Aspen是基于NIO技术平台1.0（NT1.0）的NIO车辆的智能操作系统。截至2022年1月31日，NIO已累计向用户推送FOTA更新超过130万次，发布了199项新功能和401项改进功能。</p><p>此外，公司一直在加速部署其电力、销售和服务网络。截至2022年1月31日，NIO已建成836个电源交换站，3766个电源充电桩和3656个目的地充电桩，并在中国各地开设了42个NIO之家，341个NIO空间，55个NIO服务中心和180个授权服务中心。基础设施的扩展为不断为用户带来超越预期的体验奠定了坚实的基础。</p><p><img src=\"https://static.tigerbbs.com/274946be672e04f2aa89677ea35bb7ee\" tg-width=\"1080\" tg-height=\"2339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132690569","content_text":"NIO在2022年1月交付了9,652辆汽车，同比增长了33.6%截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆2月1日，蔚来今天公布了其2022年1月的交付业绩。NIO在2022年1月交付了9,652辆车，同比增长33.6%。交付的车辆包括1,531辆ES8（公司的六座或七座旗舰高档智能电动SUV）、5,247辆ES6（公司的五座高性能高档智能电动SUV）和2,874辆EC6（公司的五座高档智能电动轿跑SUV）。截至2022年1月31日，ES8、ES6和EC6的累计交付量达到176,722辆。2022年1月，公司向当地市场的用户发布了专为挪威开发的Aspen 3.0.5 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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\">2021-01-21 15:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月21日讯，大和发表报告，看好蔚来汽车，重申买入评级，目标价上望100美元。</p>\n<p>该行相信蔚来未来能够凭藉其领先的NAD技术、搭建用户社区、创新的商业理念及模式（BaaS、ADaaS），进一步打入豪华汽车领域；且对蔚来未来销售及毛利看法乐观。大和认为BaaS模式降低购买门槛，得到用户青睐，且管理层对其未来的自动驾驶服务（ADaaS）实收率保持乐观，相信蔚来将与2022年首季会推出该项服务。大和强调蔚来以构建用户社区为导向，这有别于其他传统的整车厂，有助于提高用户的忠诚度，进一步树立品牌口碑，达到刺激新车销售的作用。</p>\n<p><img src=\"https://static.tigerbbs.com/dfe674f2cbd5642d7e2f86c0702cfb03\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152343939","content_text":"1月21日讯，大和发表报告，看好蔚来汽车，重申买入评级，目标价上望100美元。\n该行相信蔚来未来能够凭藉其领先的NAD技术、搭建用户社区、创新的商业理念及模式（BaaS、ADaaS），进一步打入豪华汽车领域；且对蔚来未来销售及毛利看法乐观。大和认为BaaS模式降低购买门槛，得到用户青睐，且管理层对其未来的自动驾驶服务（ADaaS）实收率保持乐观，相信蔚来将与2022年首季会推出该项服务。大和强调蔚来以构建用户社区为导向，这有别于其他传统的整车厂，有助于提高用户的忠诚度，进一步树立品牌口碑，达到刺激新车销售的作用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435548872130617","authorId":"3435548872130617","name":"allen618","avatar":"https://static.tigerbbs.com/3593ac79082615e1e24382798b3e35b3","crmLevel":2,"crmLevelSwitch":0},"content":"蔚来车主是局内人，在客观性上最没发言权","text":"蔚来车主是局内人，在客观性上最没发言权","html":"蔚来车主是局内人，在客观性上最没发言权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348177631,"gmtCreate":1617898473223,"gmtModify":1617898473223,"author":{"id":"3499865111268613","authorId":"3499865111268613","name":"鲜嫩de韭菜","avatar":"https://static.tigerbbs.com/97a7506e480ea39663d893672185df5a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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