霸道虎杨
2022-08-12
数据不好的时候,要小心,不要轻举妄动!!数据好的时候,要慎重,不要高兴太早!!那你告诉我到底什么时候该动??
[冷漠]
[冷漠]
图说美国CPI | 7月涨幅回落,市场乐观得太早了?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
長乐
2022-08-12
長乐
😊
财运连连牛叉
2022-08-12
财运连连牛叉
[呆住]
使劲搞
2022-08-12
使劲搞
[鬼脸]
张士平
2022-08-12
张士平
好的
黄雪萍
2022-08-12
黄雪萍
呀
什么也没有了~
APP内打开
发表看法
5
12
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":684209239,"tweetId":"684209239","gmtCreate":1660292220424,"gmtModify":1660292220424,"author":{"id":3567039066577882,"idStr":"3567039066577882","authorId":3567039066577882,"authorIdStr":"3567039066577882","name":"霸道虎杨","avatar":"https://static.tigerbbs.com/5bef7cdabc52f207c2423bcdc4214aa5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>数据不好的时候,要小心,不要轻举妄动!!数据好的时候,要慎重,不要高兴太早!!那你告诉我到底什么时候该动??<span>[冷漠] </span><span>[冷漠] </span></p></body></html>","htmlText":"<html><head></head><body><p>数据不好的时候,要小心,不要轻举妄动!!数据好的时候,要慎重,不要高兴太早!!那你告诉我到底什么时候该动??<span>[冷漠] </span><span>[冷漠] </span></p></body></html>","text":"数据不好的时候,要小心,不要轻举妄动!!数据好的时候,要慎重,不要高兴太早!!那你告诉我到底什么时候该动??[冷漠] [冷漠]","highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/684209239","repostId":1173545207,"repostType":2,"repost":{"id":"1173545207","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":1660286599,"share":"https://www.laohu8.com/m/news/1173545207?lang=&edition=full","pubTime":"2022-08-12 14:43","market":"us","language":"zh","title":"图说美国CPI | 7月涨幅回落,市场乐观得太早了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173545207","media":"老虎资讯综合","summary":"单月数据放缓不具有代表性,通胀仍有阶段性回升的风险。","content":"<html><head></head><body><p>8月10日,万众期待的美国通胀数据终于公布:<b>7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。</b>环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。</p><p>众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?</p><p>实际上,<b>7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,</b>市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。<b>但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。</b></p><p>所以,乐观数据背后我们要看到几点:</p><p>一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;</p><p>二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;</p><p>三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。</p><p>因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。</p><p><img src=\"https://static.tigerbbs.com/addac21f2402655bd504250e8d4d7142\" tg-width=\"762\" tg-height=\"2500\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>图说美国CPI | 7月涨幅回落,市场乐观得太早了?</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图说美国CPI | 7月涨幅回落,市场乐观得太早了?\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\">2022-08-12 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月10日,万众期待的美国通胀数据终于公布:<b>7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。</b>环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。</p><p>众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?</p><p>实际上,<b>7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,</b>市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。<b>但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。</b></p><p>所以,乐观数据背后我们要看到几点:</p><p>一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;</p><p>二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;</p><p>三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。</p><p>因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。</p><p><img src=\"https://static.tigerbbs.com/addac21f2402655bd504250e8d4d7142\" tg-width=\"762\" tg-height=\"2500\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/10ca214f9458dc36981f84b5a99d4dbc","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173545207","content_text":"8月10日,万众期待的美国通胀数据终于公布:7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?实际上,7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。所以,乐观数据背后我们要看到几点:一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2442,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":110,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7595854,"commentId":"7595854","gmtCreate":1660295257206,"gmtModify":1660295258004,"authorId":3534308765331303,"author":{"id":3534308765331303,"idStr":"3534308765331303","authorId":3534308765331303,"name":"長乐","avatar":"https://static.tigerbbs.com/7300e78b907cf4351b20882e2419653a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684209239,"objectIdStr":"684209239","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"😊","text":"😊","html":"😊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7595847,"commentId":"7595847","gmtCreate":1660294618260,"gmtModify":1660294619960,"authorId":3571276196856338,"author":{"id":3571276196856338,"idStr":"3571276196856338","authorId":3571276196856338,"name":"财运连连牛叉","avatar":"https://static.tigerbbs.com/4a63491a1f9a85ee84457d9aef152aa6","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684209239,"objectIdStr":"684209239","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[呆住]","text":"[呆住]","html":"[呆住]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7595834,"commentId":"7595834","gmtCreate":1660294409431,"gmtModify":1660294410429,"authorId":3559379781763503,"author":{"id":3559379781763503,"idStr":"3559379781763503","authorId":3559379781763503,"name":"使劲搞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/e6295840391b9cdc17115677ba51429c","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684209239,"objectIdStr":"684209239","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[鬼脸]","text":"[鬼脸]","html":"[鬼脸]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7595775,"commentId":"7595775","gmtCreate":1660293465324,"gmtModify":1660293466151,"authorId":4091161195169120,"author":{"id":4091161195169120,"idStr":"4091161195169120","authorId":4091161195169120,"name":"张士平","avatar":"https://static.tigerbbs.com/05a51764105dfbd8b758b2c65e182a54","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684209239,"objectIdStr":"684209239","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"好的","text":"好的","html":"好的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7595764,"commentId":"7595764","gmtCreate":1660293207260,"gmtModify":1660293208349,"authorId":4118047610062420,"author":{"id":4118047610062420,"idStr":"4118047610062420","authorId":4118047610062420,"name":"黄雪萍","avatar":"https://static.tigerbbs.com/e76b99e2652fdbbbad916e905ad66799","vip":1,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":684209239,"objectIdStr":"684209239","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"呀","text":"呀","html":"呀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/684209239"}
精彩评论