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我是横财神
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我是横财神
10-03
$康龙化成(03759)$
看趋势,真的可能会翻红
我是横财神
10-03
$康龙化成(03759)$
今天会翻红吗
我是横财神
10-03
$康龙化成(03759)$
下来反弹时加仓补一下
我是横财神
10-02
$康龙化成(03759)$
我是横财神
2023-12-22
$GHW INTL(09933)$
空
我是横财神
2023-12-20
$GHW INTL(09933)$
空
我是横财神
2023-09-14
$GHW INTL(09933)$
我4000股10年后可以翻100倍吗,指望你给我当彩礼
我是横财神
2023-03-09
好好查查他
昨夜今晨 | 鲍威尔鹰调略有软化,道指两连跌!拜登财年预算案前瞻:巴菲特们或增税
我是横财神
2023-03-09
是不是背后自己反复对股市做多做空,胡乱说话干扰市场
抱歉,原内容已删除
我是横财神
2023-02-20
高盛抄底了吗
高盛不怕调整!预测中国股票指数今年还有24%涨幅
我是横财神
2023-01-20
$GHW INTL(09933)$
什么时候翻3倍,什么时候走,我一直挂3倍订单3年了
我是横财神
2023-01-20
$快餐帝国(01843)$
什么时候翻3倍,什么时候走,我一直挂3倍订单3年了
我是横财神
2022-09-01
死的更快,不开源和我们合作,只节流
外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可
我是横财神
2022-07-31
估计他这一次,就是一辈子的了
复阳后的拜登:没有出现症状,我仍在工作
我是横财神
2021-06-21
只要不亏损,你管他市值多少,假如市值跌倒100万,利润有100万,买了,一年回本,不好吗
抱歉,原内容已删除
我是横财神
2021-04-19
$瑞诚中国传媒(01640)$
吃伟哥了,等一下就软了
我是横财神
2021-04-19
$瑞诚中国传媒(01640)$
亏一半多,走先
我是横财神
2020-08-13
$立德教育(01449)$
你们手续费多少,1.50我买1000股,买进就显示亏47,这样算3%手续费,太贵了
我是横财神
2020-04-08
$A50指数主连(CNmain)$
a股昨天早上发力时,已减半仓
我是横财神
2020-01-03
$中国抗体—B(03681)$
出了一半,星期一,会不会坐火箭🚀
去老虎APP查看更多动态
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我4000股10年后可以翻100倍吗,指望你给我当彩礼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219488530272360","isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627647852,"gmtCreate":1678322262076,"gmtModify":1678322264878,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"好好查查他","listText":"好好查查他","text":"好好查查他","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627647852","repostId":"1131735063","repostType":2,"repost":{"id":"1131735063","kind":"news","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":1678319288,"share":"https://www.laohu8.com/m/news/1131735063?lang=&edition=full","pubTime":"2023-03-09 07:48","market":"sh","language":"zh","title":"昨夜今晨 | 鲍威尔鹰调略有软化,道指两连跌!拜登财年预算案前瞻:巴菲特们或增税","url":"https://stock-news.laohu8.com/highlight/detail?id=1131735063","media":"老虎资讯综合","summary":"摘要:①鲍威尔鹰派论调略有软化,隔夜美股三大股指涨跌不一;②拜登财年预算案前瞻:“美债违约”僵局难解,巴菲特们面临增税;③德国新一批“豹2”坦克将于本月抵达乌克兰。海外行情1、市场继续关注美联储加息前","content":"<html><head></head><body><blockquote>摘要:①鲍威尔鹰派论调略有软化,隔夜美股三大股指涨跌不一;②拜登财年预算案前瞻:“美债违约”僵局难解,巴菲特们面临增税;③德国新一批“豹2”坦克将于本月抵达乌克兰。</blockquote><p>海外行情</p><p>1、市场继续关注美联储加息前景美股涨跌不一道指两连跌</p><p>美股周三收盘涨跌不一,道指连续第二日下滑。美联储主席鲍威尔重申终端利率可能会高于预期、高利率政策将会维持更长时间。美国2月ADP就业数据超预期,显示劳动力市场仍然紧张,令投资者猜测美联储将加快紧缩政策步伐。截至收盘,纳斯达克指数涨0.40%,道琼斯指数跌0.18%,标普500指数涨0.14%。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>上涨0.42%,Meta上涨0.25%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨0.84%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>上涨1.08%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>上涨0.4%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。芯片股走高,<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>涨5.6%,超威半导体涨近4%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨3.8%,<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体涨近3%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超1%。</p><p>2、热门中概股多数下行<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%</p><p>热门中概股普跌,纳斯达克中国金龙指数跌0.58%。理想汽车跌超5%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、微博跌超1%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>小幅下跌。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超1%,<a href=\"https://laohu8.com/S/JD\">京东</a>小幅上涨。</p><p>3、欧洲主要股指收盘涨跌不一德国DAX30指数涨0.46%</p><p>欧洲主要股指周三收盘涨跌不一,德国DAX30指数涨0.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.13%,法国CAC40指数跌0.2%,欧洲斯托克50指数涨0.22%。</p><p>4、美油盘中跌近2% 与跌超1%的布油齐创一周新低</p><p>WTI 4月原油期货收跌0.92美元,跌幅1.19%,报76.66美元/桶。布伦特5月原油期货收跌0.63美元,跌幅0.79%,报82.66美元/桶</p><p>美油WTI最深跌1.45美元或跌1.9%,日低下逼76美元,布油最深跌1.23美元或跌1.5%,日低下逼82美元,均创2月28日以来的一周新低。周二盘中美油曾暴跌4%,为近两个月最大跌幅。</p><p>5、纽约黄金期货周三收跌0.1%</p><p>纽约商品交易所4月交割的黄金期货价格下跌1.40美元,跌幅近0.1%,收于每盎司1818.60美元,周二该期货下跌1.9%。黄金市场交易商继续评估美联储主席鲍威尔连续第二日在美国国会发表的证词。</p><p>宏观新闻</p><p>1、<a href=\"https://laohu8.com/NW/1109405735\" target=\"_blank\">3月会议加息多少尚未做出决定 鲍威尔鹰调略有降低</a></p><p>美东时间周三,美联储主席鲍威尔二闯国会山,让市场惊喜的是,预期中的“二连击”并未到来,鲍威尔反而弱化了此前的鹰派论调。鲍威尔强调,美联储尚未就未来加息步伐做出任何决定,并表示这将取决于即将公布的就业和通胀数据。这意味着50个基点的加息幅度并非是板上钉钉。</p><p>不过美联储利率观察工具显示,3月份加息50个基点的几率依旧高达76%。</p><p>2、拜登财年预算案前瞻:“美债违约”僵局难解 巴菲特们面临增税</p><p>当地时间周四,美国总统拜登将公布2024财年的预算案,在国会共和党人已经开始为“美国主权债务违约”做准备之际,白宫正面临展现“去杠杆”诚意的巨大压力。</p><p>综合当地媒体报道,新财年预算案的最大亮点,正是拜登政府将提出“未来10年减少2万亿美元联邦财政赤字”的纲领。</p><p>根据拜登政府已经给出的指引,白宫将提高最富裕人群的税率,通过创造一个名为“亿万富翁最低收入税”,除了要求资产超过1亿美元的美国家庭需要为收入至少缴纳20%的税外,特别要求将未实现收入纳入征税范围,意味着股票账户的浮盈也需要申报纳税了。对于巴菲特、马斯克这样的超级富豪来说,年景特别好的时候,“百亿纳税”也是有可能的事情。</p><p>3、<a href=\"https://laohu8.com/NW/2318384722\" target=\"_blank\">美联储褐皮书:整体经济活动在年初略有增长 通胀压力普遍存在</a></p><p>美东时间周三,美联储发布了经济状况褐皮书。报告显示,美国整体的经济活动在2023年初略有增长,劳动力市场状况依然稳健,但通胀压力仍然普遍存在,尽管许多地区的物价上涨有所放缓。</p><p>总体而言,供应链紧张的状况继续缓解,消费者支出总体保持稳定,汽车销售情况几乎没有变化,但库存水平继续改善。多个地区表示,高通胀和较高利率继续减少消费者的可支配收入和购买力,旅游业仍然强劲。</p><p>4、美国2月“小非农”强于预期</p><p>周三(2月8日)美股盘前,<a href=\"https://laohu8.com/S/ADP\">自动数据处理</a>公司(ADP)公布的最新数据显示,有“小非农”之称的美国2月私营企业增加的就业岗位显著高于预期。</p><p>具体数据显示,美国2月ADP就业人数录得增加24.2万人,高于先前市场预期的20万人,1月人数也从10.6万人上修至11.9万人。</p><p>ADP首席经济学家Nela Richardson称,“目前的劳动力市场喜忧参半,我们看到招聘很活跃,这对经济和工人都是好事;工资增速出现了温和的放缓,但远不足以在短期内迅速降低通胀。”</p><p>5、俄罗斯石油产能或超预期巴克莱下调今年国际油价预测</p><p>巴克莱周三下调了其对2023年国际油价的预测,部分原因是俄罗斯的原油产能将比预期更具弹性。该银行还表示,由于中国需求将不断增长,原油市场可能在今年下半年进入供不应求状态。</p><p>巴克莱将其对布伦特原油和WTI原油的价格分别下调了6美元和7美元,至92美元/桶和87美元/桶。巴克莱还预计,明年布伦特原油的平均价格将进一步升至97美元/桶,而WTI原油价格将为92美元/桶。</p><p>6、加拿大央行成为全球首个停下加息的主要央行</p><p>当地时间周三,加拿大央行公布最新利率决议,维持银行间市场隔夜利率(基准利率)4.5%不变,央行存款和贷款利率也同样维持在4.5%和4.75%不变。加央行同样继续维持量化紧缩政策。加拿大央行也表示若经济活动超出预期,也做好了继续加息的准备。</p><p>俄乌局势</p><p>1、德国防长称新一批“豹2”坦克将于本月抵达乌克兰</p><p>欧盟成员国国防部长当地时间周三在瑞典首都斯德哥尔摩与乌克兰国防部长列兹尼科夫举行会议,讨论如何向乌克兰增加弹药供应。德国国防部长皮斯托留斯在会上宣布,18辆德国和3辆葡萄牙的“豹2A6”主战坦克将于本月抵达乌克兰,一同抵达的还有已受训的坦克小队。乌克兰国防部长列兹尼科夫在会议上呼吁欧盟向乌克兰提供更多武器弹药。</p><p>2、联合国秘书长与乌总统呼吁延长黑海港口<a href=\"https://laohu8.com/S/000061\">农产品</a>外运协议</p><p>联合国秘书长古特雷斯8日访问乌克兰首都基辅并与乌克兰总统泽连斯基举行会谈,双方呼吁延长黑海港口农产品外运协议。黑海港口农产品外运协议将于今年3月18日到期。</p><p>3、俄称打击乌军目标 乌称击退俄军进攻</p><p>俄罗斯国防部发言人科纳申科夫8日通报称,俄军在库皮扬斯克、红利曼等方向打击了乌军人员和武器装备,在顿涅茨克地区打击了乌军第59摩托化步兵旅的指挥部。俄军还在卢甘斯克地区等地击落多架乌军无人机。此外,根据俄方消息,俄军已控制巴赫穆特城中的东部地区。同一天,乌克兰武装部队总参谋部称,乌军在巴赫穆特、阿夫杰耶夫卡等地击退了俄军的进攻。乌克兰武装部队总参谋部还称,乌军对俄军人员、燃料库等目标进行了打击。</p><p>公司新闻</p><p>1、新车连续发生方向盘脱落事件 美国国家公路交通安全管理局对特斯拉展开调查</p><p>美东时间周三,美国国家公路交通安全管理局(NHTSA)宣布,在收到两起驾驶时方向盘脱落的报告后,正在对12万辆特斯拉Model Y展开初步调查。NHTSA声称,已经接到两起事故投诉,车主在驾驶2023年生产的Model Y SUV电动汽车时,方向盘竟然脱离了转向柱。将重点调查这些问题是否普遍存在,并审查特斯拉的制造和质量控制流程。</p><p>2、<a href=\"https://laohu8.com/NW/2318233019\" target=\"_blank\">苹果将重组海外销售部门 将更多精力放在印度</a></p><p>周三苹果宣布将重组海外销售部门,将更多精力放在印度,印度首次成为自营销售区,印度市场负责人Chowdhary据悉将会直接向产品销售负责人汇报。</p><p>3、通用降低今年凯迪拉克LYRIQ车型的产量目标</p><p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>的目标是今年在美国生产36000辆凯迪拉克首款纯电车型LYRIQ,比原定目标低9%,部分原因是电池供应比预期紧张。除了这款车型外,GMC Hummer电动车的生产速度也慢于预期。<a href=\"https://laohu8.com/S/GE\">通用电气</a>目前正在艰难应对这两款备受瞩目的电动汽车的推出速度慢于预期的问题。去年通用汽车的电动汽车市场份额被竞争对手抢走后,加大了该公司的压力。</p><p>4、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>计划进一步增加在哈萨克斯坦的原油产量</p><p>雪佛龙首席执行官迈克·魏尔斯周三在CERAWeek能源会议上表示,该公司计划进一步增加在哈萨克斯坦的原油生产。迈克·魏尔斯表示,雪佛龙公司是哈萨克斯坦最大投资商之一。据他介绍,目前哈萨克斯坦旨在增加原油产量的项目已从建设阶段进入运营阶段。 作为这一进程的一部分,所有设施都将在今年和明年投入运营。他强调,这些项目当今非常有必要,因为大部分能源资源都被输送到欧洲。</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>昨夜今晨 | 鲍威尔鹰调略有软化,道指两连跌!拜登财年预算案前瞻:巴菲特们或增税</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昨夜今晨 | 鲍威尔鹰调略有软化,道指两连跌!拜登财年预算案前瞻:巴菲特们或增税\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\">2023-03-09 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①鲍威尔鹰派论调略有软化,隔夜美股三大股指涨跌不一;②拜登财年预算案前瞻:“美债违约”僵局难解,巴菲特们面临增税;③德国新一批“豹2”坦克将于本月抵达乌克兰。</blockquote><p>海外行情</p><p>1、市场继续关注美联储加息前景美股涨跌不一道指两连跌</p><p>美股周三收盘涨跌不一,道指连续第二日下滑。美联储主席鲍威尔重申终端利率可能会高于预期、高利率政策将会维持更长时间。美国2月ADP就业数据超预期,显示劳动力市场仍然紧张,令投资者猜测美联储将加快紧缩政策步伐。截至收盘,纳斯达克指数涨0.40%,道琼斯指数跌0.18%,标普500指数涨0.14%。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>上涨0.42%,Meta上涨0.25%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨0.84%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>上涨1.08%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>上涨0.4%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%。芯片股走高,<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>涨5.6%,超威半导体涨近4%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨3.8%,<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体涨近3%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超1%。</p><p>2、热门中概股多数下行<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%</p><p>热门中概股普跌,纳斯达克中国金龙指数跌0.58%。理想汽车跌超5%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、微博跌超1%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>小幅下跌。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超2%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超1%,<a href=\"https://laohu8.com/S/JD\">京东</a>小幅上涨。</p><p>3、欧洲主要股指收盘涨跌不一德国DAX30指数涨0.46%</p><p>欧洲主要股指周三收盘涨跌不一,德国DAX30指数涨0.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.13%,法国CAC40指数跌0.2%,欧洲斯托克50指数涨0.22%。</p><p>4、美油盘中跌近2% 与跌超1%的布油齐创一周新低</p><p>WTI 4月原油期货收跌0.92美元,跌幅1.19%,报76.66美元/桶。布伦特5月原油期货收跌0.63美元,跌幅0.79%,报82.66美元/桶</p><p>美油WTI最深跌1.45美元或跌1.9%,日低下逼76美元,布油最深跌1.23美元或跌1.5%,日低下逼82美元,均创2月28日以来的一周新低。周二盘中美油曾暴跌4%,为近两个月最大跌幅。</p><p>5、纽约黄金期货周三收跌0.1%</p><p>纽约商品交易所4月交割的黄金期货价格下跌1.40美元,跌幅近0.1%,收于每盎司1818.60美元,周二该期货下跌1.9%。黄金市场交易商继续评估美联储主席鲍威尔连续第二日在美国国会发表的证词。</p><p>宏观新闻</p><p>1、<a href=\"https://laohu8.com/NW/1109405735\" target=\"_blank\">3月会议加息多少尚未做出决定 鲍威尔鹰调略有降低</a></p><p>美东时间周三,美联储主席鲍威尔二闯国会山,让市场惊喜的是,预期中的“二连击”并未到来,鲍威尔反而弱化了此前的鹰派论调。鲍威尔强调,美联储尚未就未来加息步伐做出任何决定,并表示这将取决于即将公布的就业和通胀数据。这意味着50个基点的加息幅度并非是板上钉钉。</p><p>不过美联储利率观察工具显示,3月份加息50个基点的几率依旧高达76%。</p><p>2、拜登财年预算案前瞻:“美债违约”僵局难解 巴菲特们面临增税</p><p>当地时间周四,美国总统拜登将公布2024财年的预算案,在国会共和党人已经开始为“美国主权债务违约”做准备之际,白宫正面临展现“去杠杆”诚意的巨大压力。</p><p>综合当地媒体报道,新财年预算案的最大亮点,正是拜登政府将提出“未来10年减少2万亿美元联邦财政赤字”的纲领。</p><p>根据拜登政府已经给出的指引,白宫将提高最富裕人群的税率,通过创造一个名为“亿万富翁最低收入税”,除了要求资产超过1亿美元的美国家庭需要为收入至少缴纳20%的税外,特别要求将未实现收入纳入征税范围,意味着股票账户的浮盈也需要申报纳税了。对于巴菲特、马斯克这样的超级富豪来说,年景特别好的时候,“百亿纳税”也是有可能的事情。</p><p>3、<a href=\"https://laohu8.com/NW/2318384722\" target=\"_blank\">美联储褐皮书:整体经济活动在年初略有增长 通胀压力普遍存在</a></p><p>美东时间周三,美联储发布了经济状况褐皮书。报告显示,美国整体的经济活动在2023年初略有增长,劳动力市场状况依然稳健,但通胀压力仍然普遍存在,尽管许多地区的物价上涨有所放缓。</p><p>总体而言,供应链紧张的状况继续缓解,消费者支出总体保持稳定,汽车销售情况几乎没有变化,但库存水平继续改善。多个地区表示,高通胀和较高利率继续减少消费者的可支配收入和购买力,旅游业仍然强劲。</p><p>4、美国2月“小非农”强于预期</p><p>周三(2月8日)美股盘前,<a href=\"https://laohu8.com/S/ADP\">自动数据处理</a>公司(ADP)公布的最新数据显示,有“小非农”之称的美国2月私营企业增加的就业岗位显著高于预期。</p><p>具体数据显示,美国2月ADP就业人数录得增加24.2万人,高于先前市场预期的20万人,1月人数也从10.6万人上修至11.9万人。</p><p>ADP首席经济学家Nela Richardson称,“目前的劳动力市场喜忧参半,我们看到招聘很活跃,这对经济和工人都是好事;工资增速出现了温和的放缓,但远不足以在短期内迅速降低通胀。”</p><p>5、俄罗斯石油产能或超预期巴克莱下调今年国际油价预测</p><p>巴克莱周三下调了其对2023年国际油价的预测,部分原因是俄罗斯的原油产能将比预期更具弹性。该银行还表示,由于中国需求将不断增长,原油市场可能在今年下半年进入供不应求状态。</p><p>巴克莱将其对布伦特原油和WTI原油的价格分别下调了6美元和7美元,至92美元/桶和87美元/桶。巴克莱还预计,明年布伦特原油的平均价格将进一步升至97美元/桶,而WTI原油价格将为92美元/桶。</p><p>6、加拿大央行成为全球首个停下加息的主要央行</p><p>当地时间周三,加拿大央行公布最新利率决议,维持银行间市场隔夜利率(基准利率)4.5%不变,央行存款和贷款利率也同样维持在4.5%和4.75%不变。加央行同样继续维持量化紧缩政策。加拿大央行也表示若经济活动超出预期,也做好了继续加息的准备。</p><p>俄乌局势</p><p>1、德国防长称新一批“豹2”坦克将于本月抵达乌克兰</p><p>欧盟成员国国防部长当地时间周三在瑞典首都斯德哥尔摩与乌克兰国防部长列兹尼科夫举行会议,讨论如何向乌克兰增加弹药供应。德国国防部长皮斯托留斯在会上宣布,18辆德国和3辆葡萄牙的“豹2A6”主战坦克将于本月抵达乌克兰,一同抵达的还有已受训的坦克小队。乌克兰国防部长列兹尼科夫在会议上呼吁欧盟向乌克兰提供更多武器弹药。</p><p>2、联合国秘书长与乌总统呼吁延长黑海港口<a href=\"https://laohu8.com/S/000061\">农产品</a>外运协议</p><p>联合国秘书长古特雷斯8日访问乌克兰首都基辅并与乌克兰总统泽连斯基举行会谈,双方呼吁延长黑海港口农产品外运协议。黑海港口农产品外运协议将于今年3月18日到期。</p><p>3、俄称打击乌军目标 乌称击退俄军进攻</p><p>俄罗斯国防部发言人科纳申科夫8日通报称,俄军在库皮扬斯克、红利曼等方向打击了乌军人员和武器装备,在顿涅茨克地区打击了乌军第59摩托化步兵旅的指挥部。俄军还在卢甘斯克地区等地击落多架乌军无人机。此外,根据俄方消息,俄军已控制巴赫穆特城中的东部地区。同一天,乌克兰武装部队总参谋部称,乌军在巴赫穆特、阿夫杰耶夫卡等地击退了俄军的进攻。乌克兰武装部队总参谋部还称,乌军对俄军人员、燃料库等目标进行了打击。</p><p>公司新闻</p><p>1、新车连续发生方向盘脱落事件 美国国家公路交通安全管理局对特斯拉展开调查</p><p>美东时间周三,美国国家公路交通安全管理局(NHTSA)宣布,在收到两起驾驶时方向盘脱落的报告后,正在对12万辆特斯拉Model Y展开初步调查。NHTSA声称,已经接到两起事故投诉,车主在驾驶2023年生产的Model Y SUV电动汽车时,方向盘竟然脱离了转向柱。将重点调查这些问题是否普遍存在,并审查特斯拉的制造和质量控制流程。</p><p>2、<a href=\"https://laohu8.com/NW/2318233019\" target=\"_blank\">苹果将重组海外销售部门 将更多精力放在印度</a></p><p>周三苹果宣布将重组海外销售部门,将更多精力放在印度,印度首次成为自营销售区,印度市场负责人Chowdhary据悉将会直接向产品销售负责人汇报。</p><p>3、通用降低今年凯迪拉克LYRIQ车型的产量目标</p><p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>的目标是今年在美国生产36000辆凯迪拉克首款纯电车型LYRIQ,比原定目标低9%,部分原因是电池供应比预期紧张。除了这款车型外,GMC Hummer电动车的生产速度也慢于预期。<a href=\"https://laohu8.com/S/GE\">通用电气</a>目前正在艰难应对这两款备受瞩目的电动汽车的推出速度慢于预期的问题。去年通用汽车的电动汽车市场份额被竞争对手抢走后,加大了该公司的压力。</p><p>4、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>计划进一步增加在哈萨克斯坦的原油产量</p><p>雪佛龙首席执行官迈克·魏尔斯周三在CERAWeek能源会议上表示,该公司计划进一步增加在哈萨克斯坦的原油生产。迈克·魏尔斯表示,雪佛龙公司是哈萨克斯坦最大投资商之一。据他介绍,目前哈萨克斯坦旨在增加原油产量的项目已从建设阶段进入运营阶段。 作为这一进程的一部分,所有设施都将在今年和明年投入运营。他强调,这些项目当今非常有必要,因为大部分能源资源都被输送到欧洲。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DXD":"道指两倍做空ETF","SPY":"标普500ETF","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","QID":"纳指两倍做空ETF","BRK.A":"伯克希尔","BK4581":"高盛持仓","DJX":"1/100道琼斯","SDS":"两倍做空标普500ETF","LU0971096721.USD":"富达环球金融服务 A",".IXIC":"NASDAQ Composite","BRK.B":"伯克希尔B","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD",".DJI":"道琼斯","LU0251142724.SGD":"Fidelity America A-SGD","UDOW":"道指三倍做多ETF-ProShares","BK4504":"桥水持仓","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131735063","content_text":"摘要:①鲍威尔鹰派论调略有软化,隔夜美股三大股指涨跌不一;②拜登财年预算案前瞻:“美债违约”僵局难解,巴菲特们面临增税;③德国新一批“豹2”坦克将于本月抵达乌克兰。海外行情1、市场继续关注美联储加息前景美股涨跌不一道指两连跌美股周三收盘涨跌不一,道指连续第二日下滑。美联储主席鲍威尔重申终端利率可能会高于预期、高利率政策将会维持更长时间。美国2月ADP就业数据超预期,显示劳动力市场仍然紧张,令投资者猜测美联储将加快紧缩政策步伐。截至收盘,纳斯达克指数涨0.40%,道琼斯指数跌0.18%,标普500指数涨0.14%。大型科技股涨跌不一,谷歌A上涨0.42%,Meta上涨0.25%,苹果上涨0.84%,奈飞上涨1.08%,亚马逊上涨0.4%,特斯拉跌超3%。芯片股走高,安森美半导体涨5.6%,超威半导体涨近4%,英伟达涨3.8%,恩智浦半导体涨近3%,英特尔涨超1%。2、热门中概股多数下行理想汽车跌超5%热门中概股普跌,纳斯达克中国金龙指数跌0.58%。理想汽车跌超5%,小鹏汽车跌超2%,阿里巴巴、哔哩哔哩、微博跌超1%,拼多多、网易、百度、爱奇艺小幅下跌。蔚来涨超2%,唯品会涨超1%,京东小幅上涨。3、欧洲主要股指收盘涨跌不一德国DAX30指数涨0.46%欧洲主要股指周三收盘涨跌不一,德国DAX30指数涨0.46%,英国富时100指数涨0.13%,法国CAC40指数跌0.2%,欧洲斯托克50指数涨0.22%。4、美油盘中跌近2% 与跌超1%的布油齐创一周新低WTI 4月原油期货收跌0.92美元,跌幅1.19%,报76.66美元/桶。布伦特5月原油期货收跌0.63美元,跌幅0.79%,报82.66美元/桶美油WTI最深跌1.45美元或跌1.9%,日低下逼76美元,布油最深跌1.23美元或跌1.5%,日低下逼82美元,均创2月28日以来的一周新低。周二盘中美油曾暴跌4%,为近两个月最大跌幅。5、纽约黄金期货周三收跌0.1%纽约商品交易所4月交割的黄金期货价格下跌1.40美元,跌幅近0.1%,收于每盎司1818.60美元,周二该期货下跌1.9%。黄金市场交易商继续评估美联储主席鲍威尔连续第二日在美国国会发表的证词。宏观新闻1、3月会议加息多少尚未做出决定 鲍威尔鹰调略有降低美东时间周三,美联储主席鲍威尔二闯国会山,让市场惊喜的是,预期中的“二连击”并未到来,鲍威尔反而弱化了此前的鹰派论调。鲍威尔强调,美联储尚未就未来加息步伐做出任何决定,并表示这将取决于即将公布的就业和通胀数据。这意味着50个基点的加息幅度并非是板上钉钉。不过美联储利率观察工具显示,3月份加息50个基点的几率依旧高达76%。2、拜登财年预算案前瞻:“美债违约”僵局难解 巴菲特们面临增税当地时间周四,美国总统拜登将公布2024财年的预算案,在国会共和党人已经开始为“美国主权债务违约”做准备之际,白宫正面临展现“去杠杆”诚意的巨大压力。综合当地媒体报道,新财年预算案的最大亮点,正是拜登政府将提出“未来10年减少2万亿美元联邦财政赤字”的纲领。根据拜登政府已经给出的指引,白宫将提高最富裕人群的税率,通过创造一个名为“亿万富翁最低收入税”,除了要求资产超过1亿美元的美国家庭需要为收入至少缴纳20%的税外,特别要求将未实现收入纳入征税范围,意味着股票账户的浮盈也需要申报纳税了。对于巴菲特、马斯克这样的超级富豪来说,年景特别好的时候,“百亿纳税”也是有可能的事情。3、美联储褐皮书:整体经济活动在年初略有增长 通胀压力普遍存在美东时间周三,美联储发布了经济状况褐皮书。报告显示,美国整体的经济活动在2023年初略有增长,劳动力市场状况依然稳健,但通胀压力仍然普遍存在,尽管许多地区的物价上涨有所放缓。总体而言,供应链紧张的状况继续缓解,消费者支出总体保持稳定,汽车销售情况几乎没有变化,但库存水平继续改善。多个地区表示,高通胀和较高利率继续减少消费者的可支配收入和购买力,旅游业仍然强劲。4、美国2月“小非农”强于预期周三(2月8日)美股盘前,自动数据处理公司(ADP)公布的最新数据显示,有“小非农”之称的美国2月私营企业增加的就业岗位显著高于预期。具体数据显示,美国2月ADP就业人数录得增加24.2万人,高于先前市场预期的20万人,1月人数也从10.6万人上修至11.9万人。ADP首席经济学家Nela Richardson称,“目前的劳动力市场喜忧参半,我们看到招聘很活跃,这对经济和工人都是好事;工资增速出现了温和的放缓,但远不足以在短期内迅速降低通胀。”5、俄罗斯石油产能或超预期巴克莱下调今年国际油价预测巴克莱周三下调了其对2023年国际油价的预测,部分原因是俄罗斯的原油产能将比预期更具弹性。该银行还表示,由于中国需求将不断增长,原油市场可能在今年下半年进入供不应求状态。巴克莱将其对布伦特原油和WTI原油的价格分别下调了6美元和7美元,至92美元/桶和87美元/桶。巴克莱还预计,明年布伦特原油的平均价格将进一步升至97美元/桶,而WTI原油价格将为92美元/桶。6、加拿大央行成为全球首个停下加息的主要央行当地时间周三,加拿大央行公布最新利率决议,维持银行间市场隔夜利率(基准利率)4.5%不变,央行存款和贷款利率也同样维持在4.5%和4.75%不变。加央行同样继续维持量化紧缩政策。加拿大央行也表示若经济活动超出预期,也做好了继续加息的准备。俄乌局势1、德国防长称新一批“豹2”坦克将于本月抵达乌克兰欧盟成员国国防部长当地时间周三在瑞典首都斯德哥尔摩与乌克兰国防部长列兹尼科夫举行会议,讨论如何向乌克兰增加弹药供应。德国国防部长皮斯托留斯在会上宣布,18辆德国和3辆葡萄牙的“豹2A6”主战坦克将于本月抵达乌克兰,一同抵达的还有已受训的坦克小队。乌克兰国防部长列兹尼科夫在会议上呼吁欧盟向乌克兰提供更多武器弹药。2、联合国秘书长与乌总统呼吁延长黑海港口农产品外运协议联合国秘书长古特雷斯8日访问乌克兰首都基辅并与乌克兰总统泽连斯基举行会谈,双方呼吁延长黑海港口农产品外运协议。黑海港口农产品外运协议将于今年3月18日到期。3、俄称打击乌军目标 乌称击退俄军进攻俄罗斯国防部发言人科纳申科夫8日通报称,俄军在库皮扬斯克、红利曼等方向打击了乌军人员和武器装备,在顿涅茨克地区打击了乌军第59摩托化步兵旅的指挥部。俄军还在卢甘斯克地区等地击落多架乌军无人机。此外,根据俄方消息,俄军已控制巴赫穆特城中的东部地区。同一天,乌克兰武装部队总参谋部称,乌军在巴赫穆特、阿夫杰耶夫卡等地击退了俄军的进攻。乌克兰武装部队总参谋部还称,乌军对俄军人员、燃料库等目标进行了打击。公司新闻1、新车连续发生方向盘脱落事件 美国国家公路交通安全管理局对特斯拉展开调查美东时间周三,美国国家公路交通安全管理局(NHTSA)宣布,在收到两起驾驶时方向盘脱落的报告后,正在对12万辆特斯拉Model Y展开初步调查。NHTSA声称,已经接到两起事故投诉,车主在驾驶2023年生产的Model Y SUV电动汽车时,方向盘竟然脱离了转向柱。将重点调查这些问题是否普遍存在,并审查特斯拉的制造和质量控制流程。2、苹果将重组海外销售部门 将更多精力放在印度周三苹果宣布将重组海外销售部门,将更多精力放在印度,印度首次成为自营销售区,印度市场负责人Chowdhary据悉将会直接向产品销售负责人汇报。3、通用降低今年凯迪拉克LYRIQ车型的产量目标通用汽车的目标是今年在美国生产36000辆凯迪拉克首款纯电车型LYRIQ,比原定目标低9%,部分原因是电池供应比预期紧张。除了这款车型外,GMC Hummer电动车的生产速度也慢于预期。通用电气目前正在艰难应对这两款备受瞩目的电动汽车的推出速度慢于预期的问题。去年通用汽车的电动汽车市场份额被竞争对手抢走后,加大了该公司的压力。4、雪佛龙计划进一步增加在哈萨克斯坦的原油产量雪佛龙首席执行官迈克·魏尔斯周三在CERAWeek能源会议上表示,该公司计划进一步增加在哈萨克斯坦的原油生产。迈克·魏尔斯表示,雪佛龙公司是哈萨克斯坦最大投资商之一。据他介绍,目前哈萨克斯坦旨在增加原油产量的项目已从建设阶段进入运营阶段。 作为这一进程的一部分,所有设施都将在今年和明年投入运营。他强调,这些项目当今非常有必要,因为大部分能源资源都被输送到欧洲。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627647128,"gmtCreate":1678322246264,"gmtModify":1678322248414,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"是不是背后自己反复对股市做多做空,胡乱说话干扰市场","listText":"是不是背后自己反复对股市做多做空,胡乱说话干扰市场","text":"是不是背后自己反复对股市做多做空,胡乱说话干扰市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627647128","repostId":"1131735063","repostType":2,"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625761992,"gmtCreate":1676862270317,"gmtModify":1676862273396,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"高盛抄底了吗","listText":"高盛抄底了吗","text":"高盛抄底了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625761992","repostId":"1170663535","repostType":2,"repost":{"id":"1170663535","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1676858023,"share":"https://www.laohu8.com/m/news/1170663535?lang=&edition=full","pubTime":"2023-02-20 09:53","market":"hk","language":"zh","title":"高盛不怕调整!预测中国股票指数今年还有24%涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1170663535","media":"华尔街见闻","summary":"中国股市自1月下旬以来的下跌势头即将出现逆转。","content":"<html><head></head><body><blockquote>高盛预计,随着中国经济复苏推动企业盈利大幅增长,中国股市自1月下旬以来的下跌势头即将出现逆转,在年底前还有24%的增长空间。</blockquote><p>高盛认为中国股市在年底前还有24%的增长空间。</p><p>当地时间周一,高盛策略师 Kinger Lau 等在最新报告中表示,MSCI中国指数有可能在2023年底前达到85点,较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。</p><p>策略师们写道:</p><blockquote>(中国)股市的主要主题将逐渐从重新开放转向复苏,潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。</blockquote><p>他们补充称,增长动力应主要倾向于消费经济,服务业的运行仍明显低于2019年疫情前的水平。</p><p>在2月10日,高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期,<b>预计2023年中国四个季度经济平均增速6.5%,显著高于去年11月底预测的5.5%。</b></p><p>高盛还认为,<b>中国经济加快恢复还将提振全球经济增长。到2023年年底,在中国经济加快恢复与内需复苏的推动下,全球经济将多增长1个百分点。</b></p><p>高盛在该报告中指出,中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%,带动部分亚太地区经济体的GDP增速提升约0.4个百分点;中国对外服务需求逐渐复苏,尤其是出境旅游,将提振出游目的国经济;此外,中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶,或令布油价格每桶再上涨约15美元。</p><p>除了高盛外,多家外资机构此前纷纷看好中国的增长前景。</p><p>本月初,惠誉评级在修正后的预测中表示,2023年中国经济将增长5%,远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为:“(中国)从新冠冲击中迅速反弹,意味着2023年上半年的经济活动要比我们预测的强。”</p><p>惠誉指出,上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”,此外,中国最新的PMI数据显示,中国经济将进一步增长。</p><p>数据显示,自2022年11月7日以来,北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周,金额达到485.13亿元。从月度数据来看,2月以来,北向资金净流入A股83.54亿元,而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。</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>高盛不怕调整!预测中国股票指数今年还有24%涨幅</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; 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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高盛不怕调整!预测中国股票指数今年还有24%涨幅\n</h2>\n\n<h4 class=\"meta\">\n\n2023-02-20 09:53 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛预计,随着中国经济复苏推动企业盈利大幅增长,中国股市自1月下旬以来的下跌势头即将出现逆转,在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一,高盛策略师 Kinger Lau 等在最新报告中表示,MSCI中国指数有可能在2023年底前达到85点,较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道:(中国)股市的主要主题将...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170663535","content_text":"高盛预计,随着中国经济复苏推动企业盈利大幅增长,中国股市自1月下旬以来的下跌势头即将出现逆转,在年底前还有24%的增长空间。高盛认为中国股市在年底前还有24%的增长空间。当地时间周一,高盛策略师 Kinger Lau 等在最新报告中表示,MSCI中国指数有可能在2023年底前达到85点,较当前水平再上涨约24%。中国股市自1月下旬以来的下跌势头即将出现逆转。策略师们写道:(中国)股市的主要主题将逐渐从重新开放转向复苏,潜在收益的驱动力可能从多重扩张转向盈利增长或兑现。他们补充称,增长动力应主要倾向于消费经济,服务业的运行仍明显低于2019年疫情前的水平。在2月10日,高盛经济学家 Joseph Briggs 和 Devesh Kodnani 就在最新报告中上调了中国经济增速预期,预计2023年中国四个季度经济平均增速6.5%,显著高于去年11月底预测的5.5%。高盛还认为,中国经济加快恢复还将提振全球经济增长。到2023年年底,在中国经济加快恢复与内需复苏的推动下,全球经济将多增长1个百分点。高盛在该报告中指出,中国经济将通过国内需求、国际旅行需求和大宗商品需求三个渠道为全球经济增长带来直接的积极影响。预计今年中国内需将增加5%,带动部分亚太地区经济体的GDP增速提升约0.4个百分点;中国对外服务需求逐渐复苏,尤其是出境旅游,将提振出游目的国经济;此外,中国经济加快恢复或提振国际大宗商品需求和价格。中国每天的石油需求可能会回升100万桶,或令布油价格每桶再上涨约15美元。除了高盛外,多家外资机构此前纷纷看好中国的增长前景。本月初,惠誉评级在修正后的预测中表示,2023年中国经济将增长5%,远高于去年12月预测的4.1%。惠誉 Brian Coulton 研究团队认为:“(中国)从新冠冲击中迅速反弹,意味着2023年上半年的经济活动要比我们预测的强。”惠誉指出,上调预期是基于“消费和经济活动复苏速度快于最初预期的证据”,此外,中国最新的PMI数据显示,中国经济将进一步增长。数据显示,自2022年11月7日以来,北向资金已经连续13周净流入A股。2023年1月16日至1月20日是净流入A股最多的一周,金额达到485.13亿元。从月度数据来看,2月以来,北向资金净流入A股83.54亿元,而1月净流入金额达1412.9亿元。这可以说是外资看好中国的最好证明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577784287239292","authorId":"3577784287239292","name":"草长莺飞季厚积薄发时","avatar":"https://static.tigerbbs.com/2f787984a8f14751d34e9f993b8d3ef0","crmLevel":2,"crmLevelSwitch":0,"idStr":"3577784287239292","authorIdStr":"3577784287239292"},"content":"肯定抄底了,然后不断鼓吹大家跟进,还没涨到年底的百分之24就提前跑路,跑了后然后告诉大家见顶了。大家就被套了,它反复这样操作","text":"肯定抄底了,然后不断鼓吹大家跟进,还没涨到年底的百分之24就提前跑路,跑了后然后告诉大家见顶了。大家就被套了,它反复这样操作","html":"肯定抄底了,然后不断鼓吹大家跟进,还没涨到年底的百分之24就提前跑路,跑了后然后告诉大家见顶了。大家就被套了,它反复这样操作"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626293379,"gmtCreate":1674188060891,"gmtModify":1674188061673,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09933\">$GHW INTL(09933)$ </a>什么时候翻3倍,什么时候走,我一直挂3倍订单3年了","listText":"<a href=\"https://laohu8.com/S/09933\">$GHW INTL(09933)$ </a>什么时候翻3倍,什么时候走,我一直挂3倍订单3年了","text":"$GHW INTL(09933)$ 什么时候翻3倍,什么时候走,我一直挂3倍订单3年了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626293379","isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626293011,"gmtCreate":1674188029333,"gmtModify":1674188030685,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a>什么时候翻3倍,什么时候走,我一直挂3倍订单3年了","listText":"<a href=\"https://laohu8.com/S/01843\">$快餐帝国(01843)$ </a>什么时候翻3倍,什么时候走,我一直挂3倍订单3年了","text":"$快餐帝国(01843)$ 什么时候翻3倍,什么时候走,我一直挂3倍订单3年了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626293011","isVote":1,"tweetType":1,"viewCount":3047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669080430,"gmtCreate":1661989885924,"gmtModify":1661989885924,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"死的更快,不开源和我们合作,只节流","listText":"死的更快,不开源和我们合作,只节流","text":"死的更快,不开源和我们合作,只节流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669080430","repostId":"2264765239","repostType":2,"repost":{"id":"2264765239","kind":"highlight","pubTimestamp":1661981674,"share":"https://www.laohu8.com/m/news/2264765239?lang=&edition=full","pubTime":"2022-09-01 05:34","market":"hk","language":"zh","title":"外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可","url":"https://stock-news.laohu8.com/highlight/detail?id=2264765239","media":"环球市场播报","summary":" 忘了软着陆吧。美联储主席鲍威尔现在为了遏制通胀打算让经济承受比软着陆大的多的痛苦。 毕马威首席经济学家Diane Swonk表示,鲍威尔8月26日在杰克逊霍尔的演讲基本上埋葬了软着陆这个概念,美联储现在的目标是通过让经济增长率低于1.8%的潜在水平来压低通胀。 摩根士丹利首席美国股票策略师兼首席投资官迈克威尔逊表示,美国股票投资者应该为更多的痛苦做好准备,因为今年指数尚未触底。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p><blockquote><b>1、鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可</b></blockquote><blockquote><b>2、Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官</b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备</b></blockquote><blockquote><b>4、欧洲央行下周大跨步加息正在成为华尔街的普遍预期</b></blockquote><blockquote><b>5、提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散</b></blockquote><blockquote><b>6、对冲基金经理Pierre Andurand称石油市场已经失灵</b></blockquote><p><img src=\"https://static.tigerbbs.com/b5c9bed6480d189951d97aed2d2da2c5\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可</b></p><p>忘了软着陆吧。美联储主席鲍威尔现在为了遏制通胀打算让经济承受比软着陆大的多的痛苦。问题是,即使这样可能也不够。</p><p>经济学家以“增长型衰退”(growth recession)来形容此类情境。与软着陆不同,它指的是经济长期增长微弱且失业率上升,但又不属于经济萎缩。</p><p>毕马威首席经济学家Diane Swonk表示,鲍威尔8月26日在杰克逊霍尔的演讲基本上埋葬了软着陆这个概念,美联储现在的目标是通过让经济增长率低于1.8%的潜在水平来压低通胀。</p><p>“这就像滴水穿石,”上周出席了杰克逊霍尔年会的Swonk补充说。 “它是一个曲折的过程,但比突然的衰退要少些痛苦和折磨”。</p><p><img src=\"https://static.tigerbbs.com/32941f05373ca4bfa8f5eea4124ab9de\" tg-width=\"550\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p><b>Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官</b></p><p>Snap盘中最高上涨15%,此前该公司证实有报道称将裁减6000多名员工中的20%,并表示将取消几个项目,包括Pixy拍照无人机和Snap Originals优质节目阵容。</p><p>首席执行官埃文·斯皮格尔周二在一份备忘录中宣布了这些举措,并告诉员工公司需要重组业务以应对财务挑战。他表示,该公司目前8%的季度收入同比增长率“远低于我们今年早些时候的预期”。</p><p>Snap 还将Jerry Hunter从工程高级副总裁提升为首席运营官。</p><p>7月,Snap的股价暴跌超过25%,此前该公司公布的第二季度业绩未达顶线和底线,并表示不会为当前季度提供指导。</p><p><img src=\"https://static.tigerbbs.com/df2e38fc5c10e4da4eb2d943db686646\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备</b></p><p>摩根士丹利首席美国股票策略师兼首席投资官迈克威尔逊表示,美国股票投资者应该为更多的痛苦做好准备,因为今年指数尚未触底。</p><p>“6 月可能是普通股的低点,”他在周三表示,但指数方向“至少在下一季度或两个季度下跌”。</p><p>他说,原因是营业利润率的趋势比预期的要差,而且这种情况将持续下去。</p><p>“市场对盈利前景过于乐观,”威尔逊说。“市盈率将开始下降,收益将被削减。”</p><p>由于美联储仍然高度关注经济数据,威尔逊认为央行“总是会迟到”,因为它依赖于两个最落后的数据点——劳动力市场数据和通胀。</p><p>事实上,他说,“投资者对美联储太全神贯注了。”</p><p><img src=\"https://static.tigerbbs.com/1cc3dc4b06ccecb698fea910eda2b908\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲央行下周大跨步加息正在成为华尔街的普遍预期</b></p><p>华尔街大银行纷纷提高对欧洲央行加息幅度的预测,表示高于预期的通货膨胀将说服决策者采取更激进的应对措施。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的经济学家现在预计,欧洲央行下周的会议上将加息75个基点。欧洲央行管理委员会的多位鹰派委员最近不断提到这个选项。投资者也在完全定价10月底之前有这个幅度的加息。</p><p>欧元区周三的数据显示通货膨胀率在8月份达到9.1%,创历史新高,高于经济学家预测,进一步远离欧洲央行2%的目标水平。核心通胀指标也达到创纪录4.3%。</p><p><img src=\"https://static.tigerbbs.com/5678084b4698bd0b0414ce08fb627f05\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p><b>提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散</b></p><p>以“美元微笑理论”(dollar smile theory)而知名的对冲基金首席执行官Stephen Jen表示,美元近期的涨势可能已接近顶部。</p><p>经营Eurizon SLJ Capital Ltd.的Jen周三在报告中表示,他预计美元到年底将走软,原因是预期美国通胀将见顶回落,这让美联储不再面临2023年继续加息的压力。</p><p>“我的预期是,下半年美国通胀和利率见顶将导致美元到年底时温和走弱,”他在报告中表示。</p><p>随着美联储收紧货币政策令美国和海外之间的利差扩大,一项<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>今年以来已上涨逾10%,迈向2014年以来最大涨幅。与此同时,经济显现出维持强势的迹象,尽管金融环境收紧,但就业市场依然强劲。</p><p><img src=\"https://static.tigerbbs.com/5c2c1ae120f665816d70fa5d78652dd2\" tg-width=\"400\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p><b>对冲基金经理Pierre Andurand称石油市场已经失灵</b></p><p>对冲基金经理Pierre Andurand表示,石油市场已经失灵。</p><p>这位以看涨而闻名的大宗商品交易员表示,石油期货现在可以一天下跌10美元而“没有明显的原因”。多位市场参与者最近也有这个看法,包括沙特能源大臣Abdulaziz bin Salman——后者表示,极端波动和缺乏流动性导致期货市场越来越脱离基本面。</p><p>今年以来,油价日波幅超过5美元的次数已经有十多次,尤其在俄乌冲突之后。以前,这样的波动往往被认为失常。但石油期货的未平仓合约处于七年低点,使得价格更有可能大幅波动。渣打银行在一份报告中表示,四种主要布伦特和WTI原油合约的未平仓合约总量上周跌破40亿桶,为2015年6月以来首次。</p><p>“市场甚至不再问为什么我们一天下跌5美元,或者为什么今天上午下跌2.50美元,”ICAP的能源专家Scott Shelton说。</p></body></html>","source":"sina_us","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>外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可</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外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 05:34 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0586499.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可2、Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官3、摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备4、欧洲央行下周大跨步加息正在成为华尔街的普遍预期5、提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散6、对冲基金经理Pierre Andurand称...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0586499.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5c9bed6480d189951d97aed2d2da2c5","relate_stocks":{"MS":"摩根士丹利","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","BK4508":"社交媒体","SNAP":"Snap Inc","BK4127":"投资银行业与经纪业","BK4077":"互动媒体与服务","BK4576":"AR"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0586499.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264765239","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可2、Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官3、摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备4、欧洲央行下周大跨步加息正在成为华尔街的普遍预期5、提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散6、对冲基金经理Pierre Andurand称石油市场已经失灵鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可忘了软着陆吧。美联储主席鲍威尔现在为了遏制通胀打算让经济承受比软着陆大的多的痛苦。问题是,即使这样可能也不够。经济学家以“增长型衰退”(growth recession)来形容此类情境。与软着陆不同,它指的是经济长期增长微弱且失业率上升,但又不属于经济萎缩。毕马威首席经济学家Diane Swonk表示,鲍威尔8月26日在杰克逊霍尔的演讲基本上埋葬了软着陆这个概念,美联储现在的目标是通过让经济增长率低于1.8%的潜在水平来压低通胀。“这就像滴水穿石,”上周出席了杰克逊霍尔年会的Swonk补充说。 “它是一个曲折的过程,但比突然的衰退要少些痛苦和折磨”。Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官Snap盘中最高上涨15%,此前该公司证实有报道称将裁减6000多名员工中的20%,并表示将取消几个项目,包括Pixy拍照无人机和Snap Originals优质节目阵容。首席执行官埃文·斯皮格尔周二在一份备忘录中宣布了这些举措,并告诉员工公司需要重组业务以应对财务挑战。他表示,该公司目前8%的季度收入同比增长率“远低于我们今年早些时候的预期”。Snap 还将Jerry Hunter从工程高级副总裁提升为首席运营官。7月,Snap的股价暴跌超过25%,此前该公司公布的第二季度业绩未达顶线和底线,并表示不会为当前季度提供指导。摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备摩根士丹利首席美国股票策略师兼首席投资官迈克威尔逊表示,美国股票投资者应该为更多的痛苦做好准备,因为今年指数尚未触底。“6 月可能是普通股的低点,”他在周三表示,但指数方向“至少在下一季度或两个季度下跌”。他说,原因是营业利润率的趋势比预期的要差,而且这种情况将持续下去。“市场对盈利前景过于乐观,”威尔逊说。“市盈率将开始下降,收益将被削减。”由于美联储仍然高度关注经济数据,威尔逊认为央行“总是会迟到”,因为它依赖于两个最落后的数据点——劳动力市场数据和通胀。事实上,他说,“投资者对美联储太全神贯注了。”欧洲央行下周大跨步加息正在成为华尔街的普遍预期华尔街大银行纷纷提高对欧洲央行加息幅度的预测,表示高于预期的通货膨胀将说服决策者采取更激进的应对措施。高盛、美国银行和摩根大通的经济学家现在预计,欧洲央行下周的会议上将加息75个基点。欧洲央行管理委员会的多位鹰派委员最近不断提到这个选项。投资者也在完全定价10月底之前有这个幅度的加息。欧元区周三的数据显示通货膨胀率在8月份达到9.1%,创历史新高,高于经济学家预测,进一步远离欧洲央行2%的目标水平。核心通胀指标也达到创纪录4.3%。提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散以“美元微笑理论”(dollar smile theory)而知名的对冲基金首席执行官Stephen Jen表示,美元近期的涨势可能已接近顶部。经营Eurizon SLJ Capital Ltd.的Jen周三在报告中表示,他预计美元到年底将走软,原因是预期美国通胀将见顶回落,这让美联储不再面临2023年继续加息的压力。“我的预期是,下半年美国通胀和利率见顶将导致美元到年底时温和走弱,”他在报告中表示。随着美联储收紧货币政策令美国和海外之间的利差扩大,一项美元指数今年以来已上涨逾10%,迈向2014年以来最大涨幅。与此同时,经济显现出维持强势的迹象,尽管金融环境收紧,但就业市场依然强劲。对冲基金经理Pierre Andurand称石油市场已经失灵对冲基金经理Pierre Andurand表示,石油市场已经失灵。这位以看涨而闻名的大宗商品交易员表示,石油期货现在可以一天下跌10美元而“没有明显的原因”。多位市场参与者最近也有这个看法,包括沙特能源大臣Abdulaziz bin 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10:06","market":"us","language":"zh","title":"复阳后的拜登:没有出现症状,我仍在工作","url":"https://stock-news.laohu8.com/highlight/detail?id=1135987190","media":"环球网","summary":"他随后还发了一段与自己宠物狗一同出镜的视频,并表示自己感觉良好。","content":"<html><head></head><body><p>作者:张晓雅</p><p>美国白宫总统医生凯文·奥康纳7月30日说,总统拜登当天新冠病毒检测结果再次呈阳性。刚刚,拜登发推表示,“这种情况只会发生在少数人身上”,但他“没有出现症状”,且感觉良好。</p><p><img src=\"https://static.tigerbbs.com/081e165a95d2dd75fb8667f5da8bc601\" tg-width=\"1066\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>他发推称,“伙计们,今天我的新冠病毒检测结果再次呈阳性。这种情况只会发生在少数人身上。我没有出现症状,但为了周围人的安全,我需要隔离一下 。我仍在工作,很快就会重新开始”。</p><p>他随后还发了一段与自己宠物狗一同出镜的视频,并表示自己感觉良好。</p></body></html>","source":"hqw","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\" 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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复阳后的拜登:没有出现症状,我仍在工作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 10:06 北京时间 <a href=https://world.huanqiu.com/article/492oh197Qc3><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:张晓雅美国白宫总统医生凯文·奥康纳7月30日说,总统拜登当天新冠病毒检测结果再次呈阳性。刚刚,拜登发推表示,“这种情况只会发生在少数人身上”,但他“没有出现症状”,且感觉良好。他发推称,“伙计们,今天我的新冠病毒检测结果再次呈阳性。这种情况只会发生在少数人身上。我没有出现症状,但为了周围人的安全,我需要隔离一下 。我仍在工作,很快就会重新开始”。他随后还发了一段与自己宠物狗一同出镜的视频,并...</p>\n\n<a href=\"https://world.huanqiu.com/article/492oh197Qc3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/87532321145f1488bf3b7e6ee8ae0030","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://world.huanqiu.com/article/492oh197Qc3","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135987190","content_text":"作者:张晓雅美国白宫总统医生凯文·奥康纳7月30日说,总统拜登当天新冠病毒检测结果再次呈阳性。刚刚,拜登发推表示,“这种情况只会发生在少数人身上”,但他“没有出现症状”,且感觉良好。他发推称,“伙计们,今天我的新冠病毒检测结果再次呈阳性。这种情况只会发生在少数人身上。我没有出现症状,但为了周围人的安全,我需要隔离一下 。我仍在工作,很快就会重新开始”。他随后还发了一段与自己宠物狗一同出镜的视频,并表示自己感觉良好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167103557,"gmtCreate":1624250240279,"gmtModify":1624250240279,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"只要不亏损,你管他市值多少,假如市值跌倒100万,利润有100万,买了,一年回本,不好吗","listText":"只要不亏损,你管他市值多少,假如市值跌倒100万,利润有100万,买了,一年回本,不好吗","text":"只要不亏损,你管他市值多少,假如市值跌倒100万,利润有100万,买了,一年回本,不好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167103557","repostId":"2144010577","repostType":4,"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373992017,"gmtCreate":1618808638839,"gmtModify":1618809170480,"author":{"id":"3437724531709372","authorId":"3437724531709372","name":"我是横财神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437724531709372","authorIdStr":"3437724531709372"},"themes":[],"htmlText":"<a 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05:34","market":"hk","language":"zh","title":"外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可","url":"https://stock-news.laohu8.com/highlight/detail?id=2264765239","media":"环球市场播报","summary":" 忘了软着陆吧。美联储主席鲍威尔现在为了遏制通胀打算让经济承受比软着陆大的多的痛苦。 毕马威首席经济学家Diane Swonk表示,鲍威尔8月26日在杰克逊霍尔的演讲基本上埋葬了软着陆这个概念,美联储现在的目标是通过让经济增长率低于1.8%的潜在水平来压低通胀。 摩根士丹利首席美国股票策略师兼首席投资官迈克威尔逊表示,美国股票投资者应该为更多的痛苦做好准备,因为今年指数尚未触底。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p><blockquote><b>1、鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可</b></blockquote><blockquote><b>2、Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官</b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备</b></blockquote><blockquote><b>4、欧洲央行下周大跨步加息正在成为华尔街的普遍预期</b></blockquote><blockquote><b>5、提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散</b></blockquote><blockquote><b>6、对冲基金经理Pierre Andurand称石油市场已经失灵</b></blockquote><p><img src=\"https://static.tigerbbs.com/b5c9bed6480d189951d97aed2d2da2c5\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可</b></p><p>忘了软着陆吧。美联储主席鲍威尔现在为了遏制通胀打算让经济承受比软着陆大的多的痛苦。问题是,即使这样可能也不够。</p><p>经济学家以“增长型衰退”(growth recession)来形容此类情境。与软着陆不同,它指的是经济长期增长微弱且失业率上升,但又不属于经济萎缩。</p><p>毕马威首席经济学家Diane Swonk表示,鲍威尔8月26日在杰克逊霍尔的演讲基本上埋葬了软着陆这个概念,美联储现在的目标是通过让经济增长率低于1.8%的潜在水平来压低通胀。</p><p>“这就像滴水穿石,”上周出席了杰克逊霍尔年会的Swonk补充说。 “它是一个曲折的过程,但比突然的衰退要少些痛苦和折磨”。</p><p><img src=\"https://static.tigerbbs.com/32941f05373ca4bfa8f5eea4124ab9de\" tg-width=\"550\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p><b>Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官</b></p><p>Snap盘中最高上涨15%,此前该公司证实有报道称将裁减6000多名员工中的20%,并表示将取消几个项目,包括Pixy拍照无人机和Snap Originals优质节目阵容。</p><p>首席执行官埃文·斯皮格尔周二在一份备忘录中宣布了这些举措,并告诉员工公司需要重组业务以应对财务挑战。他表示,该公司目前8%的季度收入同比增长率“远低于我们今年早些时候的预期”。</p><p>Snap 还将Jerry Hunter从工程高级副总裁提升为首席运营官。</p><p>7月,Snap的股价暴跌超过25%,此前该公司公布的第二季度业绩未达顶线和底线,并表示不会为当前季度提供指导。</p><p><img src=\"https://static.tigerbbs.com/df2e38fc5c10e4da4eb2d943db686646\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备</b></p><p>摩根士丹利首席美国股票策略师兼首席投资官迈克威尔逊表示,美国股票投资者应该为更多的痛苦做好准备,因为今年指数尚未触底。</p><p>“6 月可能是普通股的低点,”他在周三表示,但指数方向“至少在下一季度或两个季度下跌”。</p><p>他说,原因是营业利润率的趋势比预期的要差,而且这种情况将持续下去。</p><p>“市场对盈利前景过于乐观,”威尔逊说。“市盈率将开始下降,收益将被削减。”</p><p>由于美联储仍然高度关注经济数据,威尔逊认为央行“总是会迟到”,因为它依赖于两个最落后的数据点——劳动力市场数据和通胀。</p><p>事实上,他说,“投资者对美联储太全神贯注了。”</p><p><img src=\"https://static.tigerbbs.com/1cc3dc4b06ccecb698fea910eda2b908\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲央行下周大跨步加息正在成为华尔街的普遍预期</b></p><p>华尔街大银行纷纷提高对欧洲央行加息幅度的预测,表示高于预期的通货膨胀将说服决策者采取更激进的应对措施。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的经济学家现在预计,欧洲央行下周的会议上将加息75个基点。欧洲央行管理委员会的多位鹰派委员最近不断提到这个选项。投资者也在完全定价10月底之前有这个幅度的加息。</p><p>欧元区周三的数据显示通货膨胀率在8月份达到9.1%,创历史新高,高于经济学家预测,进一步远离欧洲央行2%的目标水平。核心通胀指标也达到创纪录4.3%。</p><p><img src=\"https://static.tigerbbs.com/5678084b4698bd0b0414ce08fb627f05\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p><b>提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散</b></p><p>以“美元微笑理论”(dollar smile theory)而知名的对冲基金首席执行官Stephen Jen表示,美元近期的涨势可能已接近顶部。</p><p>经营Eurizon SLJ Capital Ltd.的Jen周三在报告中表示,他预计美元到年底将走软,原因是预期美国通胀将见顶回落,这让美联储不再面临2023年继续加息的压力。</p><p>“我的预期是,下半年美国通胀和利率见顶将导致美元到年底时温和走弱,”他在报告中表示。</p><p>随着美联储收紧货币政策令美国和海外之间的利差扩大,一项<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>今年以来已上涨逾10%,迈向2014年以来最大涨幅。与此同时,经济显现出维持强势的迹象,尽管金融环境收紧,但就业市场依然强劲。</p><p><img src=\"https://static.tigerbbs.com/5c2c1ae120f665816d70fa5d78652dd2\" tg-width=\"400\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p><b>对冲基金经理Pierre Andurand称石油市场已经失灵</b></p><p>对冲基金经理Pierre Andurand表示,石油市场已经失灵。</p><p>这位以看涨而闻名的大宗商品交易员表示,石油期货现在可以一天下跌10美元而“没有明显的原因”。多位市场参与者最近也有这个看法,包括沙特能源大臣Abdulaziz bin Salman——后者表示,极端波动和缺乏流动性导致期货市场越来越脱离基本面。</p><p>今年以来,油价日波幅超过5美元的次数已经有十多次,尤其在俄乌冲突之后。以前,这样的波动往往被认为失常。但石油期货的未平仓合约处于七年低点,使得价格更有可能大幅波动。渣打银行在一份报告中表示,四种主要布伦特和WTI原油合约的未平仓合约总量上周跌破40亿桶,为2015年6月以来首次。</p><p>“市场甚至不再问为什么我们一天下跌5美元,或者为什么今天上午下跌2.50美元,”ICAP的能源专家Scott Shelton说。</p></body></html>","source":"sina_us","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>外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可</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外媒头条 | 鲍威尔不指望软着陆了?击败通胀非放出“猛虎”不可\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 05:34 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0586499.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可2、Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官3、摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备4、欧洲央行下周大跨步加息正在成为华尔街的普遍预期5、提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散6、对冲基金经理Pierre Andurand称...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0586499.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5c9bed6480d189951d97aed2d2da2c5","relate_stocks":{"MS":"摩根士丹利","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","BK4508":"社交媒体","SNAP":"Snap Inc","BK4127":"投资银行业与经纪业","BK4077":"互动媒体与服务","BK4576":"AR"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0586499.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264765239","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可2、Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官3、摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备4、欧洲央行下周大跨步加息正在成为华尔街的普遍预期5、提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散6、对冲基金经理Pierre Andurand称石油市场已经失灵鲍威尔不指望软着陆了 要击败通胀非放出“猛虎”不可忘了软着陆吧。美联储主席鲍威尔现在为了遏制通胀打算让经济承受比软着陆大的多的痛苦。问题是,即使这样可能也不够。经济学家以“增长型衰退”(growth recession)来形容此类情境。与软着陆不同,它指的是经济长期增长微弱且失业率上升,但又不属于经济萎缩。毕马威首席经济学家Diane Swonk表示,鲍威尔8月26日在杰克逊霍尔的演讲基本上埋葬了软着陆这个概念,美联储现在的目标是通过让经济增长率低于1.8%的潜在水平来压低通胀。“这就像滴水穿石,”上周出席了杰克逊霍尔年会的Swonk补充说。 “它是一个曲折的过程,但比突然的衰退要少些痛苦和折磨”。Snap宣布重组计划 计划裁掉20%员工并任命新的首席运营官Snap盘中最高上涨15%,此前该公司证实有报道称将裁减6000多名员工中的20%,并表示将取消几个项目,包括Pixy拍照无人机和Snap Originals优质节目阵容。首席执行官埃文·斯皮格尔周二在一份备忘录中宣布了这些举措,并告诉员工公司需要重组业务以应对财务挑战。他表示,该公司目前8%的季度收入同比增长率“远低于我们今年早些时候的预期”。Snap 还将Jerry Hunter从工程高级副总裁提升为首席运营官。7月,Snap的股价暴跌超过25%,此前该公司公布的第二季度业绩未达顶线和底线,并表示不会为当前季度提供指导。摩根士丹利威尔逊:美股指数尚未触底,投资者应为更多痛苦做好准备摩根士丹利首席美国股票策略师兼首席投资官迈克威尔逊表示,美国股票投资者应该为更多的痛苦做好准备,因为今年指数尚未触底。“6 月可能是普通股的低点,”他在周三表示,但指数方向“至少在下一季度或两个季度下跌”。他说,原因是营业利润率的趋势比预期的要差,而且这种情况将持续下去。“市场对盈利前景过于乐观,”威尔逊说。“市盈率将开始下降,收益将被削减。”由于美联储仍然高度关注经济数据,威尔逊认为央行“总是会迟到”,因为它依赖于两个最落后的数据点——劳动力市场数据和通胀。事实上,他说,“投资者对美联储太全神贯注了。”欧洲央行下周大跨步加息正在成为华尔街的普遍预期华尔街大银行纷纷提高对欧洲央行加息幅度的预测,表示高于预期的通货膨胀将说服决策者采取更激进的应对措施。高盛、美国银行和摩根大通的经济学家现在预计,欧洲央行下周的会议上将加息75个基点。欧洲央行管理委员会的多位鹰派委员最近不断提到这个选项。投资者也在完全定价10月底之前有这个幅度的加息。欧元区周三的数据显示通货膨胀率在8月份达到9.1%,创历史新高,高于经济学家预测,进一步远离欧洲央行2%的目标水平。核心通胀指标也达到创纪录4.3%。提出“美元微笑理论”的对冲基金CEO预计 美元涨势到年底会消散以“美元微笑理论”(dollar smile theory)而知名的对冲基金首席执行官Stephen Jen表示,美元近期的涨势可能已接近顶部。经营Eurizon SLJ Capital Ltd.的Jen周三在报告中表示,他预计美元到年底将走软,原因是预期美国通胀将见顶回落,这让美联储不再面临2023年继续加息的压力。“我的预期是,下半年美国通胀和利率见顶将导致美元到年底时温和走弱,”他在报告中表示。随着美联储收紧货币政策令美国和海外之间的利差扩大,一项美元指数今年以来已上涨逾10%,迈向2014年以来最大涨幅。与此同时,经济显现出维持强势的迹象,尽管金融环境收紧,但就业市场依然强劲。对冲基金经理Pierre Andurand称石油市场已经失灵对冲基金经理Pierre Andurand表示,石油市场已经失灵。这位以看涨而闻名的大宗商品交易员表示,石油期货现在可以一天下跌10美元而“没有明显的原因”。多位市场参与者最近也有这个看法,包括沙特能源大臣Abdulaziz bin 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