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花无缺
2023-06-26
如果经济学家能预测准股市那首富就是他们了
ETF流向 | 美股科技股资金大举出逃！最热门赛道熄火，泡沫破裂在即？
花无缺
2022-10-20
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class=\"title\">\n美国航空：Q3营收134.62亿美元，超出市场预期\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\">2022-10-20 19:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>美国航空Q3营收134.62亿美元，</b><b>超出市场预期。</b><b>预计今年第四季度营收与2019年第四季度相比增长11%至13%；</b></blockquote><p>10月20日，美国航空盘前发布财报，财报显示：2022年Q3营收134.62亿美元，市场预期134.15亿美元，去年同期89.69亿美元。<img src=\"https://static.tigerbbs.com/be0619776745d39cb60fa957da105da8\" tg-width=\"1803\" tg-height=\"204\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/895a35a52284d15275ea81030b1a3530\" tg-width=\"1805\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/>美国航空：预计今年第四季度营收与2019年第四季度相比增长11%至13%。预计第四季度运营利润率为5.5%-7.5%。目前预计全年运力将比2019年下降约8%-10%。</p><p>财报发布后，美国航空盘前涨超3%。<img src=\"https://static.tigerbbs.com/05bcd02e7bea8894a767a95bb1174ee6\" tg-width=\"534\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"AAL":"美国航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125838518","content_text":"美国航空Q3营收134.62亿美元，超出市场预期。预计今年第四季度营收与2019年第四季度相比增长11%至13%；10月20日，美国航空盘前发布财报，财报显示：2022年Q3营收134.62亿美元，市场预期134.15亿美元，去年同期89.69亿美元。美国航空：预计今年第四季度营收与2019年第四季度相比增长11%至13%。预计第四季度运营利润率为5.5%-7.5%。目前预计全年运力将比2019年下降约8%-10%。财报发布后，美国航空盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":191510670290968,"gmtCreate":1687763105694,"gmtModify":1687763668822,"author":{"id":"3446672225968218","authorId":"3446672225968218","name":"花无缺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446672225968218","authorIdStr":"3446672225968218"},"themes":[],"htmlText":"如果经济学家能预测准股市那首富就是他们了","listText":"如果经济学家能预测准股市那首富就是他们了","text":"如果经济学家能预测准股市那首富就是他们了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191510670290968","repostId":"1192281799","repostType":2,"repost":{"id":"1192281799","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":1687761334,"share":"https://www.laohu8.com/m/news/1192281799?lang=&edition=full","pubTime":"2023-06-26 14:35","market":"us","language":"zh","title":"ETF流向 | 美股科技股资金大举出逃！最热门赛道熄火，泡沫破裂在即？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192281799","media":"老虎资讯综合","summary":"美银首席投资策略师表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。值得注意的是，这次市场掉头向下，很大程度上因为预期再度落空，而矫正预期的恰巧又是美联储。此前，他将本轮人工智能上涨称为“婴儿泡沫”。知名经济学家大卫 · 罗森伯格则称，人工智能泡沫巨大，很快将以惊人方式破灭。","content":"<html><head></head><body><blockquote>美银首席投资策略师表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。</blockquote><p>回顾过去一周（6月19日-6月23日），美股市场迎来了今年迄今以来表现最糟糕的一周。截至上周五，标普终结五周连涨，科技股的狂欢也暂告一段落，纳指终结八周连涨。鲍威尔上周鹰派证词令市场承压，而高利率风险之下，对美国经济衰退担忧重新开始困扰市场。</p><p>值得注意的是，这次市场掉头向下，很大程度上因为预期再度落空，而矫正预期的恰巧又是美联储。6月会议之后，市场定价年内仅会再加息一次，甚至不加息，但鲍威尔上周明确提出了年内加息2次的可能性打压了投资者风险偏好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41206b383e014787b9710aa29551850e\" title=\"\" tg-width=\"971\" tg-height=\"152\"/></p><p>资金流向方面，上周美股ETF整体呈现资金流出态势，据彭博数据显示，<a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust Series</a>、<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>、<a href=\"https://laohu8.com/S/VTV\">Vanguard Value ETF</a>上周资金流出居前，分别净流出40.3亿美元、26.68亿美元、24.91亿美元；</p><p>就行业类别而言，<a href=\"https://laohu8.com/S/XLK\">Technology Select Sector SPDR Fund</a>科技股上周资金流出量最大，净流出资金12.28亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb4cd00c5dfa28ee7f3be0f1d0d9ca5\" tg-width=\"1327\" tg-height=\"661\"/></p><p>资金流入方面，据彭博数据显示，<a href=\"https://laohu8.com/S/IWD\">iShares Russell 1000 Value ETF</a>、<a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a>、<a href=\"https://laohu8.com/S/RSP\">Invesco S&P 500 Equal Weight ETF</a>上周资金流入居前，分别净流入39.34亿美元、16.04亿美元、12.29亿美元；</p><p>就行业类别而言，<a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a>金融股上周资金流入量最大，净流入资金10.19亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4061aec63ff075f967237895cb7452f\" tg-width=\"1327\" tg-height=\"661\"/></p><p><strong>投行观点：</strong></p><p>美国银行首席投资策略师迈克尔·哈特内特表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。此前，他将本轮人工智能上涨称为“婴儿泡沫”。</p><p>哈特内特还表示，尽管仓位拥挤和投资者情绪高涨不会阻碍股市再次上涨，但今年夏季股市下跌的可能性大于上涨的可能性。他的团队预计，在9月美国劳动节前，标普500指数最好的情况下将上涨100-150点，最糟糕的情况下将下跌300点。</p><p>同样在本周，富国银行股票策略主管克里斯·哈维表示，当前的市场走势类似于1999年和2000年的科技繁荣，那次繁荣直到美联储收紧货币政策才结束。摩根大通策略师马尔科·科拉诺维奇表示，由于美联储激进的货币紧缩政策对经济的滞后影响，美股今年下半年将经历动荡。</p><p>此外，瑞银场内交易负责人Art Cashin此前曾表示，目前笼罩股市的人工智能热潮，将会变成本世纪初互联网泡沫的“微缩版”。知名经济学家大卫 · 罗森伯格则称，人工智能泡沫巨大，很快将以惊人方式破灭。</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>ETF流向 | 美股科技股资金大举出逃！最热门赛道熄火，泡沫破裂在即？</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\">\nETF流向 | 美股科技股资金大举出逃！最热门赛道熄火，泡沫破裂在即？\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\">2023-06-26 14:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>美银首席投资策略师表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。</blockquote><p>回顾过去一周（6月19日-6月23日），美股市场迎来了今年迄今以来表现最糟糕的一周。截至上周五，标普终结五周连涨，科技股的狂欢也暂告一段落，纳指终结八周连涨。鲍威尔上周鹰派证词令市场承压，而高利率风险之下，对美国经济衰退担忧重新开始困扰市场。</p><p>值得注意的是，这次市场掉头向下，很大程度上因为预期再度落空，而矫正预期的恰巧又是美联储。6月会议之后，市场定价年内仅会再加息一次，甚至不加息，但鲍威尔上周明确提出了年内加息2次的可能性打压了投资者风险偏好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41206b383e014787b9710aa29551850e\" title=\"\" tg-width=\"971\" tg-height=\"152\"/></p><p>资金流向方面，上周美股ETF整体呈现资金流出态势，据彭博数据显示，<a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust Series</a>、<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>、<a href=\"https://laohu8.com/S/VTV\">Vanguard Value ETF</a>上周资金流出居前，分别净流出40.3亿美元、26.68亿美元、24.91亿美元；</p><p>就行业类别而言，<a href=\"https://laohu8.com/S/XLK\">Technology Select Sector SPDR Fund</a>科技股上周资金流出量最大，净流出资金12.28亿美元；</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb4cd00c5dfa28ee7f3be0f1d0d9ca5\" tg-width=\"1327\" tg-height=\"661\"/></p><p>资金流入方面，据彭博数据显示，<a href=\"https://laohu8.com/S/IWD\">iShares Russell 1000 Value ETF</a>、<a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a>、<a href=\"https://laohu8.com/S/RSP\">Invesco S&P 500 Equal Weight ETF</a>上周资金流入居前，分别净流入39.34亿美元、16.04亿美元、12.29亿美元；</p><p>就行业类别而言，<a href=\"https://laohu8.com/S/XLF\">Financial Select Sector SPDR Fund</a>金融股上周资金流入量最大，净流入资金10.19亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4061aec63ff075f967237895cb7452f\" tg-width=\"1327\" tg-height=\"661\"/></p><p><strong>投行观点：</strong></p><p>美国银行首席投资策略师迈克尔·哈特内特表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。此前，他将本轮人工智能上涨称为“婴儿泡沫”。</p><p>哈特内特还表示，尽管仓位拥挤和投资者情绪高涨不会阻碍股市再次上涨，但今年夏季股市下跌的可能性大于上涨的可能性。他的团队预计，在9月美国劳动节前，标普500指数最好的情况下将上涨100-150点，最糟糕的情况下将下跌300点。</p><p>同样在本周，富国银行股票策略主管克里斯·哈维表示，当前的市场走势类似于1999年和2000年的科技繁荣，那次繁荣直到美联储收紧货币政策才结束。摩根大通策略师马尔科·科拉诺维奇表示，由于美联储激进的货币紧缩政策对经济的滞后影响，美股今年下半年将经历动荡。</p><p>此外，瑞银场内交易负责人Art Cashin此前曾表示，目前笼罩股市的人工智能热潮，将会变成本世纪初互联网泡沫的“微缩版”。知名经济学家大卫 · 罗森伯格则称，人工智能泡沫巨大，很快将以惊人方式破灭。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","XLK":"高科技指数ETF-SPDR","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192281799","content_text":"美银首席投资策略师表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。回顾过去一周（6月19日-6月23日），美股市场迎来了今年迄今以来表现最糟糕的一周。截至上周五，标普终结五周连涨，科技股的狂欢也暂告一段落，纳指终结八周连涨。鲍威尔上周鹰派证词令市场承压，而高利率风险之下，对美国经济衰退担忧重新开始困扰市场。值得注意的是，这次市场掉头向下，很大程度上因为预期再度落空，而矫正预期的恰巧又是美联储。6月会议之后，市场定价年内仅会再加息一次，甚至不加息，但鲍威尔上周明确提出了年内加息2次的可能性打压了投资者风险偏好。资金流向方面，上周美股ETF整体呈现资金流出态势，据彭博数据显示，Invesco QQQ Trust Series、iShares Russell 2000 ETF、Vanguard Value ETF上周资金流出居前，分别净流出40.3亿美元、26.68亿美元、24.91亿美元；就行业类别而言，Technology Select Sector SPDR Fund科技股上周资金流出量最大，净流出资金12.28亿美元；资金流入方面，据彭博数据显示，iShares Russell 1000 Value ETF、iShares Russell Mid-Cap ETF、Invesco S&P 500 Equal Weight ETF上周资金流入居前，分别净流入39.34亿美元、16.04亿美元、12.29亿美元；就行业类别而言，Financial Select Sector SPDR Fund金融股上周资金流入量最大，净流入资金10.19亿美元。投行观点：美国银行首席投资策略师迈克尔·哈特内特表示，在股市出现类似1999年互联网泡沫时代的上涨后，有初步迹象表明投资者正在逃离科技股。此前，他将本轮人工智能上涨称为“婴儿泡沫”。哈特内特还表示，尽管仓位拥挤和投资者情绪高涨不会阻碍股市再次上涨，但今年夏季股市下跌的可能性大于上涨的可能性。他的团队预计，在9月美国劳动节前，标普500指数最好的情况下将上涨100-150点，最糟糕的情况下将下跌300点。同样在本周，富国银行股票策略主管克里斯·哈维表示，当前的市场走势类似于1999年和2000年的科技繁荣，那次繁荣直到美联储收紧货币政策才结束。摩根大通策略师马尔科·科拉诺维奇表示，由于美联储激进的货币紧缩政策对经济的滞后影响，美股今年下半年将经历动荡。此外，瑞银场内交易负责人Art Cashin此前曾表示，目前笼罩股市的人工智能热潮，将会变成本世纪初互联网泡沫的“微缩版”。知名经济学家大卫 · 罗森伯格则称，人工智能泡沫巨大，很快将以惊人方式破灭。","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662168112,"gmtCreate":1666264172037,"gmtModify":1666264570955,"author":{"id":"3446672225968218","authorId":"3446672225968218","name":"花无缺","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3446672225968218","authorIdStr":"3446672225968218"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662168112","repostId":"1125838518","repostType":2,"isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
