Joyful骑行游客的个人主页 - 老虎社区

Joyful骑行游客

Joyful骑行游客

专注美股期权

IP属地：上海

151关注

15粉丝

4主题

0勋章

Joyful骑行游客

01-17

$美国超微公司 CALENDAR 250221/250214 CALL 130.0/CALL 130.0$

Joyful骑行游客

01-16

$AMD 日历价差 250214/250221 125.0C/125.0C$ 练习日历价差。

Joyful骑行游客

01-16

$拼多多 CALENDAR 250228/250221 CALL 110.0/CALL 110.0$

Joyful骑行游客

2024-11-05

看看哈哈姐！有正义感！

Joyful骑行游客

2024-11-05

哈哈姐完胜！特大嘴巴子滚！

Joyful骑行游客

2023-09-06

$Faraday Future(FFIE)$ 兄弟们，休整了二个月，又重新抱ff了啊

Joyful骑行游客

2023-06-28

有钱人没事干闷得要死!

抱歉，原内容已删除

Joyful骑行游客

2023-05-30

$Faraday Future(FFIE)$

Joyful骑行游客

2023-05-18

$特斯拉(TSLA)$ 新能源赛道，特斯拉暂受压筹码套牢点位197，正在蓄势反弹。冲破197 将重新获得上升动力!

Joyful骑行游客

2023-05-15

$Faraday Future(FFIE)$

Joyful骑行游客

2022-10-11

开始找茬美联了。

木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退

Joyful骑行游客

2022-07-27

看来，这401个订单也是内部摊派的任务。

7月交付无望，FF91生产还是缺钱

Joyful骑行游客

2022-05-12

$SG人民币2206(UC2206)$ 先别买美股了，跌跌不休！跟我做空人民币吧！初步目标7.1😄

Joyful骑行游客

2022-04-11

不稀罕！占坑而不蹲坑！急死那些要蹲坑的！

抱歉，原内容已删除

Joyful骑行游客

2022-02-09

$DIS 20220218 135.0 PUT$ dis盘后财报，来一把。

Joyful骑行游客

2022-02-07

$SPG 20220218 155.0 CALL$ 也做个财报行情，来一把。

Joyful骑行游客

2022-01-02

因为小米股票被套，妥妥地蜕变为小米的公关免费大使。

抱歉，原内容已删除

Joyful骑行游客

2021-12-29

哈哈，我也博闻强记了。

去老虎APP查看更多动态

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08:07","market":"hk","language":"zh","title":"木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2274518950","media":"华尔街见闻","summary":"　　ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。　　Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：","content":"<html><head></head><body><p>ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。</p><p>Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：</p><blockquote>在我们看来，美联储似乎专注于两个滞后指标——下游通胀和就业——这两个变量都发出了相互矛盾的信号，市场应该对美联储一致呼吁提高利率提出质疑。</blockquote><p>具体而言，当前美国居民消费价格指数（CPI）和个人消费支出价格指数（PCE）均呈现通胀高位运行。8月份美国整体CPI环比走高0.1%，同比上涨8.3%，而整体PCE则环比增长0.3%，同比增长6.2%。如果不包括食品和能源，这两个数据的读数都更高。</p><p>就业方面，美国就业人数增长放缓但依然强劲，9月美国新增非农就业人数达26.3万个，失业率降至3.5%。</p><p>但Wood表示，木材、铜等大宗价格不仅已经见顶，而且相比于去年同期出现下跌。大宗商品的价格通常被视作经济的领先指标。</p><p><img src=\"https://static.tigerbbs.com/a577fdfd04996512c5a59f56a55cd9df\" tg-width=\"698\" tg-height=\"595\" referrerpolicy=\"no-referrer\"/>美联储已经连续三次加息75个基点，多数情况下是全票通过，市场预计11月初的议息会议上，美联储将第四次大幅加息，幅度仍可能高达75个基点。</p><p>Wood在信中说：</p><blockquote>过去六个月中前所未有的13倍利率增长，到11月2日之后可能会增加至16倍，难道还没有震惊美国、震惊世界，并增加了通缩萧条的风险吗？</blockquote><p>对宏观经济来说，通货紧缩反映了需求的下降，并与经济急剧下滑有关。</p><p>美联储并非唯一加息的央行，在9月，全球近40个央行加息，市场对美联储的激进加息在意料之中。</p><p>然而，最近出现了批评美联储的声音，称美联储可能走得太远，有可能将美国乃至全球经济拉入不必要的衰退。</p><p>Wood称：</p><blockquote>毫无疑问，食品和能源价格很重要，但我们认为美联储不应该加剧与地缘冲突造成的<a href=\"https://laohu8.com/S/000061\">农产品</a>和能源商品供应紧张带来的全球痛苦。</blockquote><p>她继续解释道：</p><blockquote>在供应链的下游，库存积压似乎压倒了制造商和零售商。在与供应链瓶颈作斗争一年多之后，即使是世界级的公司似乎也认为它们订购了过多的商品。面对个位数的销售增长，<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>和<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>的库存在最近一个季度分别增长了25.5%和36.1%。</blockquote><blockquote><a href=\"https://laohu8.com/S/NKE\">耐克</a>最近的季度业绩表明，库存失衡已经恶化。尽管销售额仅增长3.6%，但<a href=\"https://laohu8.com/S/NKE\">耐克</a>的全球库存增加了44.2%。在北美和在途船舶上，其库存分别增加了64.8% 和85.0%！</blockquote><blockquote>在汽车行业，以Manheim二手车价值指数衡量的二手车价格增速在2021年4月达到54.2%的同比峰值，并在2021年12月再次上涨至46.6%，但今年以来已经同比下降13.5%，当前的同比增速已经是-0.1%。面对大量库存，二手车经销商可能会降价来清理更多库存，这可能会将价格通胀推向负值。</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>木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退</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木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 08:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672024><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：在我们看来，美联储似乎专注于两个滞后指标——下游通胀和就业——这两个变量都发出了相互矛盾的信号，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"DOG":"道指反向ETF","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","OEX":"标普100","DDM":"道指两倍做多ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3672024","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274518950","content_text":"ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：在我们看来，美联储似乎专注于两个滞后指标——下游通胀和就业——这两个变量都发出了相互矛盾的信号，市场应该对美联储一致呼吁提高利率提出质疑。具体而言，当前美国居民消费价格指数（CPI）和个人消费支出价格指数（PCE）均呈现通胀高位运行。8月份美国整体CPI环比走高0.1%，同比上涨8.3%，而整体PCE则环比增长0.3%，同比增长6.2%。如果不包括食品和能源，这两个数据的读数都更高。就业方面，美国就业人数增长放缓但依然强劲，9月美国新增非农就业人数达26.3万个，失业率降至3.5%。但Wood表示，木材、铜等大宗价格不仅已经见顶，而且相比于去年同期出现下跌。大宗商品的价格通常被视作经济的领先指标。美联储已经连续三次加息75个基点，多数情况下是全票通过，市场预计11月初的议息会议上，美联储将第四次大幅加息，幅度仍可能高达75个基点。Wood在信中说：过去六个月中前所未有的13倍利率增长，到11月2日之后可能会增加至16倍，难道还没有震惊美国、震惊世界，并增加了通缩萧条的风险吗？对宏观经济来说，通货紧缩反映了需求的下降，并与经济急剧下滑有关。美联储并非唯一加息的央行，在9月，全球近40个央行加息，市场对美联储的激进加息在意料之中。然而，最近出现了批评美联储的声音，称美联储可能走得太远，有可能将美国乃至全球经济拉入不必要的衰退。Wood称：毫无疑问，食品和能源价格很重要，但我们认为美联储不应该加剧与地缘冲突造成的农产品和能源商品供应紧张带来的全球痛苦。她继续解释道：在供应链的下游，库存积压似乎压倒了制造商和零售商。在与供应链瓶颈作斗争一年多之后，即使是世界级的公司似乎也认为它们订购了过多的商品。面对个位数的销售增长，沃尔玛和塔吉特的库存在最近一个季度分别增长了25.5%和36.1%。耐克最近的季度业绩表明，库存失衡已经恶化。尽管销售额仅增长3.6%，但耐克的全球库存增加了44.2%。在北美和在途船舶上，其库存分别增加了64.8% 和85.0%！在汽车行业，以Manheim二手车价值指数衡量的二手车价格增速在2021年4月达到54.2%的同比峰值，并在2021年12月再次上涨至46.6%，但今年以来已经同比下降13.5%，当前的同比增速已经是-0.1%。面对大量库存，二手车经销商可能会降价来清理更多库存，这可能会将价格通胀推向负值。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"ESmain":0.9,"IVV":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"SDOW":0.9,"SPY":0.9,"SSO":0.9,"TQQQ":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":6283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682872482,"gmtCreate":1658927197648,"gmtModify":1658927197648,"author":{"id":"4098967862655840","authorId":"4098967862655840","name":"Joyful骑行游客","avatar":"https://static.tigerbbs.com/928b334beafd724a7f51b61a2af0e5e8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4098967862655840","authorIdStr":"4098967862655840"},"themes":[],"htmlText":"看来，这401个订单也是内部摊派的任务。","listText":"看来，这401个订单也是内部摊派的任务。","text":"看来，这401个订单也是内部摊派的任务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682872482","repostId":"2254387582","repostType":2,"repost":{"id":"2254387582","kind":"news","pubTimestamp":1658910701,"share":"https://www.laohu8.com/m/news/2254387582?lang=&edition=full","pubTime":"2022-07-27 16:31","market":"us","language":"zh","title":"7月交付无望，FF91生产还是缺钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387582","media":"第一电动汽车网","summary":"7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。法拉第未来在周一表示，需要筹集3.25亿美元来生产汽车并为业务维持到今年年底提供资金，目前正与潜在投资者商谈。其实，FF91的订单并不多，该公司2022年Q1财报显示，截至2022年3月31日，汽车预订量仅为401辆。反复拖延推迟，不知道FF91能否保住仅有的401个订单。","content":"<html><body><article><p>7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15124004611/0\"/><p>就在6月16日，法拉第未来CEO卡斯滕·布雷特菲尔德（Carsten Breitfeld）周三对媒体表示，该公司<strong>无需额外资金也可以推出FF91<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动汽车，</strong>该公司需要在今年下半年进行融资。他在周三早些时候的<a href=\"https://laohu8.com/S/DB\">德意志银行</a>会议上表示，尽管宏观经济环境非常严峻，但该公司很有信心获得额外资金。</p><p>打脸总是来得很快。法拉第未来在周一表示，<strong>需要筹集3.25亿美元来生产汽车</strong>并为业务维持到今年年底提供资金，目前正与潜在投资者商谈。不过下半年进行融资倒是没说错。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15124004629/0\"/><p>曾承诺最早将于2018年投产和销售FF91 SUV，但该公司已多次被迫推迟交付这款车。</p><p>其实，FF91的订单并不多，该公司2022年Q1财报显示，截至2022年3月31日，汽车预订量仅为401辆。其实FF91的预热倒是一点没少，“准”量产车早在2月24日就已经亮相。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15124004614/0\"/><p>近期，法拉第未来官方不断发布与供应商合作的消息，呈现一种有条不紊进行中的状态。反复拖延推迟，不知道FF91能否保住仅有的401个订单。</p></article></body></html>","source":"tencent","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>7月交付无望，FF91生产还是缺钱</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220727163304820f011d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4555":"新能源车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220727163304820f011d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2254387582","content_text":"7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。就在6月16日，法拉第未来CEO卡斯滕·布雷特菲尔德（Carsten Breitfeld）周三对媒体表示，该公司无需额外资金也可以推出FF91豪华电动汽车，该公司需要在今年下半年进行融资。他在周三早些时候的德意志银行会议上表示，尽管宏观经济环境非常严峻，但该公司很有信心获得额外资金。打脸总是来得很快。法拉第未来在周一表示，需要筹集3.25亿美元来生产汽车并为业务维持到今年年底提供资金，目前正与潜在投资者商谈。不过下半年进行融资倒是没说错。曾承诺最早将于2018年投产和销售FF91 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08:07","market":"hk","language":"zh","title":"木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2274518950","media":"华尔街见闻","summary":"　　ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。　　Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：","content":"<html><head></head><body><p>ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。</p><p>Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：</p><blockquote>在我们看来，美联储似乎专注于两个滞后指标——下游通胀和就业——这两个变量都发出了相互矛盾的信号，市场应该对美联储一致呼吁提高利率提出质疑。</blockquote><p>具体而言，当前美国居民消费价格指数（CPI）和个人消费支出价格指数（PCE）均呈现通胀高位运行。8月份美国整体CPI环比走高0.1%，同比上涨8.3%，而整体PCE则环比增长0.3%，同比增长6.2%。如果不包括食品和能源，这两个数据的读数都更高。</p><p>就业方面，美国就业人数增长放缓但依然强劲，9月美国新增非农就业人数达26.3万个，失业率降至3.5%。</p><p>但Wood表示，木材、铜等大宗价格不仅已经见顶，而且相比于去年同期出现下跌。大宗商品的价格通常被视作经济的领先指标。</p><p><img src=\"https://static.tigerbbs.com/a577fdfd04996512c5a59f56a55cd9df\" tg-width=\"698\" tg-height=\"595\" referrerpolicy=\"no-referrer\"/>美联储已经连续三次加息75个基点，多数情况下是全票通过，市场预计11月初的议息会议上，美联储将第四次大幅加息，幅度仍可能高达75个基点。</p><p>Wood在信中说：</p><blockquote>过去六个月中前所未有的13倍利率增长，到11月2日之后可能会增加至16倍，难道还没有震惊美国、震惊世界，并增加了通缩萧条的风险吗？</blockquote><p>对宏观经济来说，通货紧缩反映了需求的下降，并与经济急剧下滑有关。</p><p>美联储并非唯一加息的央行，在9月，全球近40个央行加息，市场对美联储的激进加息在意料之中。</p><p>然而，最近出现了批评美联储的声音，称美联储可能走得太远，有可能将美国乃至全球经济拉入不必要的衰退。</p><p>Wood称：</p><blockquote>毫无疑问，食品和能源价格很重要，但我们认为美联储不应该加剧与地缘冲突造成的<a href=\"https://laohu8.com/S/000061\">农产品</a>和能源商品供应紧张带来的全球痛苦。</blockquote><p>她继续解释道：</p><blockquote>在供应链的下游，库存积压似乎压倒了制造商和零售商。在与供应链瓶颈作斗争一年多之后，即使是世界级的公司似乎也认为它们订购了过多的商品。面对个位数的销售增长，<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>和<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>的库存在最近一个季度分别增长了25.5%和36.1%。</blockquote><blockquote><a href=\"https://laohu8.com/S/NKE\">耐克</a>最近的季度业绩表明，库存失衡已经恶化。尽管销售额仅增长3.6%，但<a href=\"https://laohu8.com/S/NKE\">耐克</a>的全球库存增加了44.2%。在北美和在途船舶上，其库存分别增加了64.8% 和85.0%！</blockquote><blockquote>在汽车行业，以Manheim二手车价值指数衡量的二手车价格增速在2021年4月达到54.2%的同比峰值，并在2021年12月再次上涨至46.6%，但今年以来已经同比下降13.5%，当前的同比增速已经是-0.1%。面对大量库存，二手车经销商可能会降价来清理更多库存，这可能会将价格通胀推向负值。</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>木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n木头姐致信美联储：应对通胀政策失误，恐将美国拖入通缩衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 08:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672024><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：在我们看来，美联储似乎专注于两个滞后指标——下游通胀和就业——这两个变量都发出了相互矛盾的信号，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"DOG":"道指反向ETF","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","OEX":"标普100","DDM":"道指两倍做多ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","BK4504":"桥水持仓","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3672024","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274518950","content_text":"ARK投资管理公司的“木头姐”Cathie Wood于10月10日周一发表一封致美联储的公开信。在公开信中，Wood表示，美联储对通胀的强硬立场可能是错误的。Wood认为，美联储应该从商品价格中吸取教训，而不是查看前几个月的就业和物价指数，这种制定政策的方法意味着未来最大的经济风险是通缩，而不是通胀：在我们看来，美联储似乎专注于两个滞后指标——下游通胀和就业——这两个变量都发出了相互矛盾的信号，市场应该对美联储一致呼吁提高利率提出质疑。具体而言，当前美国居民消费价格指数（CPI）和个人消费支出价格指数（PCE）均呈现通胀高位运行。8月份美国整体CPI环比走高0.1%，同比上涨8.3%，而整体PCE则环比增长0.3%，同比增长6.2%。如果不包括食品和能源，这两个数据的读数都更高。就业方面，美国就业人数增长放缓但依然强劲，9月美国新增非农就业人数达26.3万个，失业率降至3.5%。但Wood表示，木材、铜等大宗价格不仅已经见顶，而且相比于去年同期出现下跌。大宗商品的价格通常被视作经济的领先指标。美联储已经连续三次加息75个基点，多数情况下是全票通过，市场预计11月初的议息会议上，美联储将第四次大幅加息，幅度仍可能高达75个基点。Wood在信中说：过去六个月中前所未有的13倍利率增长，到11月2日之后可能会增加至16倍，难道还没有震惊美国、震惊世界，并增加了通缩萧条的风险吗？对宏观经济来说，通货紧缩反映了需求的下降，并与经济急剧下滑有关。美联储并非唯一加息的央行，在9月，全球近40个央行加息，市场对美联储的激进加息在意料之中。然而，最近出现了批评美联储的声音，称美联储可能走得太远，有可能将美国乃至全球经济拉入不必要的衰退。Wood称：毫无疑问，食品和能源价格很重要，但我们认为美联储不应该加剧与地缘冲突造成的农产品和能源商品供应紧张带来的全球痛苦。她继续解释道：在供应链的下游，库存积压似乎压倒了制造商和零售商。在与供应链瓶颈作斗争一年多之后，即使是世界级的公司似乎也认为它们订购了过多的商品。面对个位数的销售增长，沃尔玛和塔吉特的库存在最近一个季度分别增长了25.5%和36.1%。耐克最近的季度业绩表明，库存失衡已经恶化。尽管销售额仅增长3.6%，但耐克的全球库存增加了44.2%。在北美和在途船舶上，其库存分别增加了64.8% 和85.0%！在汽车行业，以Manheim二手车价值指数衡量的二手车价格增速在2021年4月达到54.2%的同比峰值，并在2021年12月再次上涨至46.6%，但今年以来已经同比下降13.5%，当前的同比增速已经是-0.1%。面对大量库存，二手车经销商可能会降价来清理更多库存，这可能会将价格通胀推向负值。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"ESmain":0.9,"IVV":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"SDOW":0.9,"SPY":0.9,"SSO":0.9,"TQQQ":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":6283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682872482,"gmtCreate":1658927197648,"gmtModify":1658927197648,"author":{"id":"4098967862655840","authorId":"4098967862655840","name":"Joyful骑行游客","avatar":"https://static.tigerbbs.com/928b334beafd724a7f51b61a2af0e5e8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4098967862655840","authorIdStr":"4098967862655840"},"themes":[],"htmlText":"看来，这401个订单也是内部摊派的任务。","listText":"看来，这401个订单也是内部摊派的任务。","text":"看来，这401个订单也是内部摊派的任务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682872482","repostId":"2254387582","repostType":2,"repost":{"id":"2254387582","kind":"news","pubTimestamp":1658910701,"share":"https://www.laohu8.com/m/news/2254387582?lang=&edition=full","pubTime":"2022-07-27 16:31","market":"us","language":"zh","title":"7月交付无望，FF91生产还是缺钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387582","media":"第一电动汽车网","summary":"7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。法拉第未来在周一表示，需要筹集3.25亿美元来生产汽车并为业务维持到今年年底提供资金，目前正与潜在投资者商谈。其实，FF91的订单并不多，该公司2022年Q1财报显示，截至2022年3月31日，汽车预订量仅为401辆。反复拖延推迟，不知道FF91能否保住仅有的401个订单。","content":"<html><body><article><p>7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15124004611/0\"/><p>就在6月16日，法拉第未来CEO卡斯滕·布雷特菲尔德（Carsten Breitfeld）周三对媒体表示，该公司<strong>无需额外资金也可以推出FF91<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动汽车，</strong>该公司需要在今年下半年进行融资。他在周三早些时候的<a href=\"https://laohu8.com/S/DB\">德意志银行</a>会议上表示，尽管宏观经济环境非常严峻，但该公司很有信心获得额外资金。</p><p>打脸总是来得很快。法拉第未来在周一表示，<strong>需要筹集3.25亿美元来生产汽车</strong>并为业务维持到今年年底提供资金，目前正与潜在投资者商谈。不过下半年进行融资倒是没说错。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15124004629/0\"/><p>曾承诺最早将于2018年投产和销售FF91 SUV，但该公司已多次被迫推迟交付这款车。</p><p>其实，FF91的订单并不多，该公司2022年Q1财报显示，截至2022年3月31日，汽车预订量仅为401辆。其实FF91的预热倒是一点没少，“准”量产车早在2月24日就已经亮相。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15124004614/0\"/><p>近期，法拉第未来官方不断发布与供应商合作的消息，呈现一种有条不紊进行中的状态。反复拖延推迟，不知道FF91能否保住仅有的401个订单。</p></article></body></html>","source":"tencent","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>7月交付无望，FF91生产还是缺钱</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\">\n7月交付无望，FF91生产还是缺钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220727163304820f011d&s=b><strong>第一电动汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。就在6月16日，法拉第未来CEO卡斯滕·布雷特菲尔德（Carsten Breitfeld）周三对媒体表示，该公司无需额外资金也可以推出FF91豪华电动汽车，该公司需要在今年下半年进行融资。他在周三早些时候的德意志银行会议上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220727163304820f011d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4555":"新能源车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220727163304820f011d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2254387582","content_text":"7月交付无望，FF91量产时间推迟，原因为供应链和现金筹集问题。法拉第未来在周一提交的一份监管公告中表示，将推迟FF91电动SUV在美国的生产，计划今年第三或第四季度开始制造。就在6月16日，法拉第未来CEO卡斯滕·布雷特菲尔德（Carsten Breitfeld）周三对媒体表示，该公司无需额外资金也可以推出FF91豪华电动汽车，该公司需要在今年下半年进行融资。他在周三早些时候的德意志银行会议上表示，尽管宏观经济环境非常严峻，但该公司很有信心获得额外资金。打脸总是来得很快。法拉第未来在周一表示，需要筹集3.25亿美元来生产汽车并为业务维持到今年年底提供资金，目前正与潜在投资者商谈。不过下半年进行融资倒是没说错。曾承诺最早将于2018年投产和销售FF91 SUV，但该公司已多次被迫推迟交付这款车。其实，FF91的订单并不多，该公司2022年Q1财报显示，截至2022年3月31日，汽车预订量仅为401辆。其实FF91的预热倒是一点没少，“准”量产车早在2月24日就已经亮相。近期，法拉第未来官方不断发布与供应商合作的消息，呈现一种有条不紊进行中的状态。反复拖延推迟，不知道FF91能否保住仅有的401个订单。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":6820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613978098,"gmtCreate":1649683109318,"gmtModify":1649683109318,"author":{"id":"4098967862655840","authorId":"4098967862655840","name":"Joyful骑行游客","avatar":"https://static.tigerbbs.com/928b334beafd724a7f51b61a2af0e5e8","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4098967862655840","authorIdStr":"4098967862655840"},"themes":[],"htmlText":"不稀罕！占坑而不蹲坑！急死那些要蹲坑的！[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","listText":"不稀罕！占坑而不蹲坑！急死那些要蹲坑的！[笑哭]&nbsp;[笑哭]&nbsp;[笑哭]&nbsp;","text":"不稀罕！占坑而不蹲坑！急死那些要蹲坑的！[笑哭] [笑哭] 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