王豆子的个人主页 - 老虎社区

王豆子

王豆子

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0勋章

2021-08-02

$Exela Technologies, Inc.(XELA)$站稳3再说

2021-07-23

$Exela Technologies, Inc.(XELA)$目送你回1

2021-07-23

$Exela Technologies, Inc.(XELA)$留下的肯定是真爱

2021-07-20

$Exela Technologies, Inc.(XELA)$就这样吧…

2021-07-19

$Exela Technologies, Inc.(XELA)$还有信仰吗

2021-07-19

$Exela Technologies, Inc.(XELA)$醒醒！醒醒

2021-07-16

$Exela Technologies, Inc.(XELA)$[生气] 🚀

2021-07-16

$Exela Technologies, Inc.(XELA)$[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] 这可咋整！

2021-07-14

$花旗(C)$扎根在这～不松了嘿嘿嘿嘿嘿

2021-07-14

$Exela Technologies, Inc.(XELA)$这水跳的～我还没有反应过来哈哈哈

2021-07-14

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-06-22

$老虎证券(TIGR)$第一支美股选择了🐯，突然心绞痛了

2021-06-18

痛苦

加息时间表提前，为何银行股不涨反跌？

2021-03-17

我去-_-||

抱歉，原内容已删除

去老虎APP查看更多动态

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Inc.(XELA)$还有信仰吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171931061","isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171034525,"gmtCreate":1626695179767,"gmtModify":1626695179767,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>醒醒！醒醒","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>醒醒！醒醒","text":"$Exela Technologies, Inc.(XELA)$醒醒！醒醒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171034525","isVote":1,"tweetType":1,"viewCount":1867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170429680,"gmtCreate":1626446582140,"gmtModify":1626446582140,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[生气]&nbsp;🚀","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[生气]&nbsp;🚀","text":"$Exela Technologies, Inc.(XELA)$[生气] 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170429680","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170293811,"gmtCreate":1626433184433,"gmtModify":1626433184433,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;这可咋整！","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;这可咋整！","text":"$Exela Technologies, Inc.(XELA)$[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] 这可咋整！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170293811","isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144159899,"gmtCreate":1626272698111,"gmtModify":1626272698111,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a>扎根在这～不松了嘿嘿嘿嘿嘿","listText":"<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a>扎根在这～不松了嘿嘿嘿嘿嘿","text":"$花旗(C)$扎根在这～不松了嘿嘿嘿嘿嘿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144159899","isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144121270,"gmtCreate":1626272462190,"gmtModify":1626272462190,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>这水跳的～我还没有反应过来哈哈哈","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>这水跳的～我还没有反应过来哈哈哈","text":"$Exela Technologies, Inc.(XELA)$这水跳的～我还没有反应过来哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144121270","isVote":1,"tweetType":1,"viewCount":3159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574201674789492","authorId":"3574201674789492","name":"flyone","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574201674789492","authorIdStr":"3574201674789492"},"content":"对冲基金来吧，我们就是不卖","text":"对冲基金来吧，我们就是不卖","html":"对冲基金来吧，我们就是不卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144187452,"gmtCreate":1626271903076,"gmtModify":1626271903076,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144187452","repostId":"144131150","repostType":1,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120124360,"gmtCreate":1624316382150,"gmtModify":1624316382150,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>第一支美股选择了🐯，突然心绞痛了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>第一支美股选择了🐯，突然心绞痛了","text":"$老虎证券(TIGR)$第一支美股选择了🐯，突然心绞痛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120124360","isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162057359,"gmtCreate":1624028936671,"gmtModify":1624028936671,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"痛苦","listText":"痛苦","text":"痛苦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162057359","repostId":"1100031548","repostType":2,"repost":{"id":"1100031548","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":1623990608,"share":"https://www.laohu8.com/m/news/1100031548?lang=&edition=full","pubTime":"2021-06-18 12:30","market":"us","language":"zh","title":"加息时间表提前，为何银行股不涨反跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031548","media":"老虎资讯综合","summary":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大","content":"<p>6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p>是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。</p>\n<p>实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。</p>\n<p>而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。</p>\n<p>Aberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。<b>美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。</b></p>\n<p><b>毋庸置疑，加息利好银行股。</b>因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。</p>\n<p><b>但另一方面，通胀的也会威胁企业的贷款需求，</b>导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。</p>\n<p>此前，中泰证券复盘中美银行股在多轮通胀时期的表现，<b>得出结论：银行股核心投资逻辑是宏观经济。</b>需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。<b>成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。</b></p>","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>加息时间表提前，为何银行股不涨反跌？</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加息时间表提前，为何银行股不涨反跌？\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\">2021-06-18 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p>是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。</p>\n<p>实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。</p>\n<p>而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。</p>\n<p>Aberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。<b>美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。</b></p>\n<p><b>毋庸置疑，加息利好银行股。</b>因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。</p>\n<p><b>但另一方面，通胀的也会威胁企业的贷款需求，</b>导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。</p>\n<p>此前，中泰证券复盘中美银行股在多轮通胀时期的表现，<b>得出结论：银行股核心投资逻辑是宏观经济。</b>需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。<b>成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"WFC":"富国银行","GS":"高盛","MS":"摩根士丹利","JPM":"摩根大通","BAC":"美国银行","C":"花旗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031548","content_text":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。\n\n是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。\n实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。\n而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。\nAberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。\n毋庸置疑，加息利好银行股。因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。\n但另一方面，通胀的也会威胁企业的贷款需求，导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。\n此前，中泰证券复盘中美银行股在多轮通胀时期的表现，得出结论：银行股核心投资逻辑是宏观经济。需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324644087,"gmtCreate":1615991545549,"gmtModify":1703496094512,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3447967276674329","authorIdStr":"3447967276674329"},"themes":[],"htmlText":"我去-_-||","listText":"我去-_-||","text":"我去-_-||","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324644087","repostId":"1115696108","repostType":4,"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":144121270,"gmtCreate":1626272462190,"gmtModify":1626272462190,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"<a 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🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170429680","isVote":1,"tweetType":1,"viewCount":2008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175438202,"gmtCreate":1627045736106,"gmtModify":1627045736106,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>留下的肯定是真爱","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>留下的肯定是真爱","text":"$Exela Technologies, Inc.(XELA)$留下的肯定是真爱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175438202","isVote":1,"tweetType":1,"viewCount":4521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178366536,"gmtCreate":1626788684425,"gmtModify":1626788684425,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>就这样吧…","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>就这样吧…","text":"$Exela Technologies, Inc.(XELA)$就这样吧…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178366536","isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804963204,"gmtCreate":1627916602908,"gmtModify":1627916602908,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>站稳3再说","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>站稳3再说","text":"$Exela Technologies, Inc.(XELA)$站稳3再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804963204","isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170293811,"gmtCreate":1626433184433,"gmtModify":1626433184433,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;这可咋整！","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;这可咋整！","text":"$Exela Technologies, Inc.(XELA)$[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] 这可咋整！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170293811","isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324644087,"gmtCreate":1615991545549,"gmtModify":1703496094512,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"我去-_-||","listText":"我去-_-||","text":"我去-_-||","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324644087","repostId":"1115696108","repostType":4,"repost":{"id":"1115696108","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":1615991333,"share":"https://www.laohu8.com/m/news/1115696108?lang=&edition=full","pubTime":"2021-03-17 22:28","market":"us","language":"zh","title":"拼多多跌幅扩大至10%，Q4及全年净亏损不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1115696108","media":"老虎资讯综合","summary":"3月17日，拼多多跌幅扩大至10%，公司第四季度及全年净亏损不及市场预期，黄峥宣布辞任拼多多董事长。","content":"<p>3月17日，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌幅扩大至10%，公司第四季度及全年净亏损不及市场预期，黄峥宣布辞任拼多多董事长。</p><p><img src=\"https://static.tigerbbs.com/0d556a392852ea38784b3c6b71582370\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>拼多多跌幅扩大至10%，Q4及全年净亏损不及市场预期</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拼多多跌幅扩大至10%，Q4及全年净亏损不及市场预期\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\">2021-03-17 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月17日，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌幅扩大至10%，公司第四季度及全年净亏损不及市场预期，黄峥宣布辞任拼多多董事长。</p><p><img src=\"https://static.tigerbbs.com/0d556a392852ea38784b3c6b71582370\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115696108","content_text":"3月17日，拼多多跌幅扩大至10%，公司第四季度及全年净亏损不及市场预期，黄峥宣布辞任拼多多董事长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144159899,"gmtCreate":1626272698111,"gmtModify":1626272698111,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a>扎根在这～不松了嘿嘿嘿嘿嘿","listText":"<a href=\"https://laohu8.com/S/C\">$花旗(C)$</a>扎根在这～不松了嘿嘿嘿嘿嘿","text":"$花旗(C)$扎根在这～不松了嘿嘿嘿嘿嘿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144159899","isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144187452,"gmtCreate":1626271903076,"gmtModify":1626271903076,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144187452","repostId":"144131150","repostType":1,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162057359,"gmtCreate":1624028936671,"gmtModify":1624028936671,"author":{"id":"3447967276674329","authorId":"3447967276674329","name":"王豆子","avatar":"https://static.tigerbbs.com/159abb0879c3c97faea659538a8a77ef","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447967276674329","idStr":"3447967276674329"},"themes":[],"htmlText":"痛苦","listText":"痛苦","text":"痛苦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162057359","repostId":"1100031548","repostType":2,"repost":{"id":"1100031548","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":1623990608,"share":"https://www.laohu8.com/m/news/1100031548?lang=&edition=full","pubTime":"2021-06-18 12:30","market":"us","language":"zh","title":"加息时间表提前，为何银行股不涨反跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031548","media":"老虎资讯综合","summary":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大","content":"<p>6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p>是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。</p>\n<p>实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。</p>\n<p>而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。</p>\n<p>Aberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。<b>美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。</b></p>\n<p><b>毋庸置疑，加息利好银行股。</b>因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。</p>\n<p><b>但另一方面，通胀的也会威胁企业的贷款需求，</b>导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。</p>\n<p>此前，中泰证券复盘中美银行股在多轮通胀时期的表现，<b>得出结论：银行股核心投资逻辑是宏观经济。</b>需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。<b>成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。</b></p>","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>加息时间表提前，为何银行股不涨反跌？</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加息时间表提前，为何银行股不涨反跌？\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\">2021-06-18 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p>是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。</p>\n<p>实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。</p>\n<p>而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。</p>\n<p>Aberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。<b>美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。</b></p>\n<p><b>毋庸置疑，加息利好银行股。</b>因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。</p>\n<p><b>但另一方面，通胀的也会威胁企业的贷款需求，</b>导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。</p>\n<p>此前，中泰证券复盘中美银行股在多轮通胀时期的表现，<b>得出结论：银行股核心投资逻辑是宏观经济。</b>需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。<b>成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"WFC":"富国银行","GS":"高盛","MS":"摩根士丹利","JPM":"摩根大通","BAC":"美国银行","C":"花旗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031548","content_text":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。\n\n是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。\n实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。\n而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。\nAberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。\n毋庸置疑，加息利好银行股。因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。\n但另一方面，通胀的也会威胁企业的贷款需求，导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。\n此前，中泰证券复盘中美银行股在多轮通胀时期的表现，得出结论：银行股核心投资逻辑是宏观经济。需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}