外媒头条：小摩最新预测！明年全球经济将全面复苏

新浪财经2021-12-09

全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、摩根大通：2022年全球经济将全面复苏 2、辉瑞CEO：因omicron的出现可能要比预期更早接种第四针疫苗 3、美银：标普500指数实际盈利收益率处于1947年以来最低水平 4、美国商务部长：对欧盟数字法案的影响感到担忧 5、等待芯片交付的时间再度拉长缺货现象料难改善 6、英国首相恢复居家工作建议以遏制omicron...

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精彩评论

虎琊
2021-12-09
虎琊
阅
T20211211017
2021-12-09
T20211211017
说说你对这篇新闻的看法...
- LewisDua:
  [笑哭]
- 虎琊:
  [开心]
- T20211211017:
  😄
康康的
2021-12-09
康康的
了
- 康康的:
  了
hhyw
2021-12-09
hhyw
明年美股会跌到妈妈都不认得😁😁
- AliciaLing:
  考验你的功力咯！😊
梧妤
2021-12-09
梧妤
第四针注射又有变种
- hhyw:
  好
国之良栋
2021-12-09
国之良栋
我还以为要等到退休疫情才能结束呢

发表看法

244

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The global economy will fully recover next year","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ba173bbab1bde9adea7431fe8664c8c9","symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"JPM":0.9,"PFE":0.9},"content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、摩根大通：2022年全球经济将全面复苏\n\n\n2、辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗\n\n\n3、美银：标普500指数实际盈利收益率处于1947年以来最低水平\n\n\n4、美国商务部长：对欧盟数字法案的影响感到担忧\n\n\n5、等待芯片交付的时间再度拉长 缺货现象料难改善\n\n\n6、英国首相恢复居家工作建议 以遏制omicron传播\n\n\n摩根大通：2022年全球经济将全面复苏\n美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。\n该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。\n摩根大通首席全球市场策略师兼全球研究联席主管Marko Kolanovic表示，该行预计，到2022年底，标普500指数将上涨近8%至5050点，新兴市场股票将飙升18%，10年期美国债收益率升至2.25%。\nKolanovic称：“我们认为，2022年将是全球全面复苏、疫情结束以及恢复到疫情爆发前正常经济和市场状况的一年。”\n\n辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗\n辉瑞（Pfizer）首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。\n辉瑞和BioNTech周三上午公布了一项初步实验室研究的结果，该结果表明，第三针疫苗可有效对抗omicron变体，而最初的两剂疫苗在抵御新毒株的能力方面显著下降。然而两家公司表示，两针疫苗可能仍然可以防止因omicron引起的重症。\nBourla指出，该公司的初步研究是基于实验室创建的该变体的合成副本，需要从针对真实病毒的测试中获得更多数据。Bourla表示，真实情况的结果将更加准确，预计将在未来两周内公布。\n“当我们看到真实情况的数据时，将会确定第三剂是否能很好地抵御omicron以及持续多长时间。第二点，我认为我们需要第四剂加强针，”Bourla称。\nBourla此前预计，在第三针注射后12个月，需要注射第四针。 “对于omicron，我们需要继续观察，因为我们掌握的信息很少。我们可能需要更快，”他说。\n\n美银：标普500指数实际盈利收益率处于1947年以来最低水平\n美国银行策略师说，美国股市的实际盈利收益率已经降至杜鲁门就任总统、冷战刚刚开始以来的最低水平。\nSavita Subramanian牵头的策略师在周三的一份报告中写道，标普500指数目前的实际盈利收益率为-2.9%，意味着如果公司业绩不持续增长，那么投资者经通胀调整后将损失2.9%。“上次实际盈利收益率为负还是1947年。”\n策略师们表示，前四次实际盈利收益率为负的时候，均出现了熊市。他们建议投资者在能源、金融和房地产等抗通胀板块寻求避险。他们表示，对未来12个月通胀率将从6.2%降至2.5%的预期可能过于乐观，这代表着40年来最急速的通胀下降。\n美国银行一直看跌美国和欧洲股市，尽管两边主要指数最近几个月都创历史新高。在新冠病毒omicron变异株引发市场短暂下跌之后，标普500指数已经反弹并徘徊在纪录高位附近。\n\n美国商务部长：对欧盟数字法案的影响感到担忧\n美国商务部长雷蒙多表示，美国感到“严重关切”的是，欧盟的数字市场法案和数字服务法案会过度地影响总部在美国的科技企业及其充分服务欧盟客户、捍卫安全和隐私标准的能力。\n美国鼓励欧盟在推进立法程序之际，听取利益攸关方对这些法案的关切。\n雷蒙多以视频连线方式在美国商会的跨大西洋商业工作峰会上表示。\n雷蒙多指出，美国意识到，欧盟希望利用这些法案来营造公平、透明和安全的数字空间。\n她说，拜登政府认为敲定加强版的欧盟-美国“隐私盾”是第一要务，她仍然在积极地参与谈判。\n\n等待芯片交付的时间再度拉长 缺货现象料难改善\n芯片交付时间在11月份再次拉长，浇灭了令许多行业蒙受损失的缺货现象终见天日的希望。\nSusquehanna Financial Group的研究显示，备受关注的前置时间上个月比10月份增加了四天，达到约22.3周。这一等待时间创下了该公司2017年开始跟踪数据以来的最长纪录。\n对需要更多芯片的行业来说是这无疑是个挫折。包括苹果公司和福特汽车在内的各类企业都抱怨无法满足客户对产品的需求，而同时成本也在上升。芯片交付时间增速在10月曾出现放缓，燃起了认为形势正在改善的乐观情绪。\n“虽然增长比最近几个月的大多数时间要短，但我们本来是希望出现明显逆转的，” Susquehanna分析师Chris Rolland在研究报告中表示。\n\n英国首相恢复居家工作建议 以遏制omicron传播\n英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。\n“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。\n即便在omicron出现前，英国单日新增新冠病例已经连续数月保持较高水平，因此有警告称这个新毒株将使医院系统不堪重负。在约翰逊宣布启动B计划前，苏格兰、威尔士和北爱尔兰已经实施了更严格的防疫限制。\n虽然新规远没有达到先前实施封锁时的严厉程度，但仍代表着重大调整，对约翰逊而言存在政治风险。约翰逊政府原本希望通过加快加强针的接种，避免在圣诞节期间推出新的限制措施。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":602688107,"gmtCreate":1639014834643,"gmtModify":1639014834833,"author":{"id":"3557455323607292","authorId":"3557455323607292","name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3557455323607292","idStr":"3557455323607292"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602688107","repostId":2190969538,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":602612874,"gmtCreate":1639014002800,"gmtModify":1639014002933,"author":{"id":"4087300025751020","authorId":"4087300025751020","name":"T20211211017","avatar":"https://static.tigerbbs.com/e27256ede8324832365cde987fa4cf48","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087300025751020","idStr":"4087300025751020"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/602612874","repostId":2190969538,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6908566,"gmtCreate":1639017575717,"gmtModify":1639017575752,"authorId":4088244350046540,"author":{"id":4088244350046540,"idStr":"4088244350046540","authorId":4088244350046540,"name":"LewisDua","avatar":"https://static.tigerbbs.com/ce9df97fc06f683fba43514a060de194","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602612874,"type":1,"supId":0,"prevId":0,"content":"[笑哭]","text":"[笑哭]","html":"[笑哭]"},{"id":6907838,"gmtCreate":1639014827933,"gmtModify":1639014828034,"authorId":3557455323607292,"author":{"id":3557455323607292,"idStr":"3557455323607292","authorId":3557455323607292,"name":"虎琊","avatar":"https://static.tigerbbs.com/0995a39178d8512115e4e0e1619b14dd","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602612874,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"},{"id":6907594,"gmtCreate":1639014010826,"gmtModify":1639014010851,"authorId":4087300025751020,"author":{"id":4087300025751020,"idStr":"4087300025751020","authorId":4087300025751020,"name":"T20211211017","avatar":"https://static.tigerbbs.com/e27256ede8324832365cde987fa4cf48","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602612874,"type":1,"supId":0,"prevId":0,"content":"😄","text":"😄","html":"😄"}],"langContent":"CN"},{"id":602616395,"gmtCreate":1639013874663,"gmtModify":1639013874800,"author":{"id":"3587038191942835","authorId":"3587038191942835","name":"康康的","avatar":"https://static.tigerbbs.com/73a7001836b41194d4d68114ab8afcfd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3587038191942835","idStr":"3587038191942835"},"htmlText":"了","listText":"了","text":"了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602616395","repostId":2190969538,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6907567,"gmtCreate":1639013882444,"gmtModify":1639013882525,"authorId":3587038191942835,"author":{"id":3587038191942835,"idStr":"3587038191942835","authorId":3587038191942835,"name":"康康的","avatar":"https://static.tigerbbs.com/73a7001836b41194d4d68114ab8afcfd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602616395,"type":1,"supId":0,"prevId":0,"content":"了","text":"了","html":"了"}],"langContent":"CN"},{"id":602635245,"gmtCreate":1639013180873,"gmtModify":1639013221671,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3561544476596136","idStr":"3561544476596136"},"htmlText":"明年美股会跌到妈妈都不认得😁😁","listText":"明年美股会跌到妈妈都不认得😁😁","text":"明年美股会跌到妈妈都不认得😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602635245","repostId":2190969538,"repostType":4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