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shakazhang
2021-07-14
$医脉通(02192)$
为什么还是待公布啊
shakazhang
2022-01-22
有一点很同意,加息你就加,天天喊什么呢?什么今年要加3次还是4次,几月会有第一次,脑子有病么。
盘前观察:美联储做错了什么以及市场为何要跌
shakazhang
2021-06-24
叮咚买菜是真正为百姓生活购物提供便捷的平台,其价值不仅体现在商业上,更体现在社会责任上。祝叮咚买菜上市大获成功,发展越来越好!
shakazhang
2021-06-23
祝每日优鲜上市成功,股价飙升👍👍👍
shakazhang
2021-06-20
这个模式也到头了吧
抱歉,原内容已删除
shakazhang
2021-06-18
应该不错
抱歉,原内容已删除
去老虎APP查看更多动态
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21:45","market":"us","language":"zh","title":"盘前观察:美联储做错了什么以及市场为何要跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1180700708","media":"老虎锐评","summary":"美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。","content":"<html><head></head><body><p>美股盘前下跌,比特币跌到$38,000,奈飞盘前跌19%。</p><p><b>美联储做错了什么以及市场为何要跌</b></p><p>美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。美股这种开局自然就迎合了很多看熊的人的想法,“多年美股牛市到头”这种说法瞬间甚嚣尘上。</p><p>做二级市场首先要敬畏市场,承认自己无知。当人身处某个时间点,其实很难知道自己究竟是深处牛市还是深处熊市,究竟是站在底谷还是站在高峰。这也是我说那些动不动就“新年展望”或者预测“6个月后市场会有一波行情”的说法,都是瞎扯。</p><p>最近美国很多人都在批评美联储,一个比较流行的说法,就是认为美联储货币政策收紧得太晚了。我个人非常反感这种说法,搞得好像大家去当美联储主席,都会比鲍威尔干得好一样。就算美联储提前半年停止量化宽松,就能阻止美国人民年底大手大脚花钱吗?老百姓的钱是美联储发出来的吗?老百姓的补助,那是老百姓选出的代表决定(国会)的。</p><p>再想深一点,就会发现,美国多年追求的政治目标——提高老百姓收入,其实是没有任何意义的,这次给老百姓发钱就是最好的证明。老百姓有钱了就乱花,然后造成港口拥挤供应链混乱,最后的结果就是东西涨价,老百姓得到的正面影响被缩小。所以,社会发展到今天,首要问题根本不是怎么去做大蛋糕,而是怎么去分配蛋糕。人类社会发展了几千年,蛋糕不知道大了几千几万倍,但为何依然社会问题还是存在?单纯追求做大蛋糕没有意义。也别误会我,我没有说不做大蛋糕,我说的是分配比做大更重要。</p><p>有点扯远了,回到美联储的问题。</p><p>美联储的问题在于它对待升息和降息的态度一样。美联储降息,需要和市场和社会充分沟通,告诉社会美联储将输送流动性。因为降息的时候是经济困难的时候,只有美联储充分沟通,才能打消社会的疑虑,让社会的信贷条件依然宽松。但是升息需要美联储充分沟通吗?升息,是因为社会遇到了通货膨胀,美联储跑出来天天说要收紧货币(还没行动),能够让物价下来吗?</p><p>降息,你可以天天喊;升息,你应该悄悄做。</p><p>这一轮美股下调,就是在于1月5日的美联储纪要出来。这一天的10年利率和市场,在美联储纪要出来之后,反向了(下图,蓝线10年利率,红线标普500)。</p><p><img src=\"https://static.tigerbbs.com/3a79175352e13477a06a433eb4d9c95f\" tg-width=\"529\" tg-height=\"277\" width=\"100%\" height=\"auto\"/></p><p>这两根线在正常的市场条件下,应该同涨跌。如果利率上涨而股市下跌,那么证明出现了“股债双杀”的局面,一般这种情况不应该持续太久,这种现象说明市场是拼命避险,只要现金。从最近两天来看,市场的两根线基本上恢复到了通涨跌,只是因为利率前几天涨太快,所以这几天回调一下,把市场也拉下来了。</p><p>我不知道市场什么时候是个底,但是我不觉得现在的困难,比2020年3月的史诗级暴跌严重。至于说金融危机到来的人,我就想问,每次金融危机都是因为钱不够发生的,这次各个渠道都充满了货币,金融危机怎么发生呢?</p><p><b>公司新闻</b></p><p><b>IBM(IBM):彭博:IBM即将与Francisco Partners达成出售沃森健康的交易。 </b></p><p><b>通用汽车(GM):电动SUV凯迪拉克Lyriq已组装完成,预计未来几个月交付客户。</b>此前有消息称,通用汽车考虑在密歇根州的两家工厂投资逾$40亿,以提高其电动车产能。<b> </b></p><p><b>英特尔(INTC):宣布投资$200亿在俄亥俄州建造两所芯片工厂。</b>预计将于 2022年底开始建设,预计 2025年投产。<b> </b></p><p><b>力拓(RIO):塞尔维亚宣布全面停止力拓锂项目并撤销其勘探许可证。 </b></p><p><b>摩根大通(JPM):将CEO戴蒙的2021年年薪提高10%至$3,450万。 </b></p><p><b>Peloton(PTON):针对CNBC报道,CEO表示正考虑可行性选项,包括裁员和限制生产等。</b>该公司表示CNBC关于其内部文件的报道不完整,不反映公司完整战略,并已确定泄密者,正采取适当法律行动。<b> </b></p><p><b>Meta(FB)& Twitter(TWTR):拟开发NFT相关功能。</b>据报道,Meta拟制定计划,允许用户创建和推广NFT;Twitter拟推出NFT头像功能。<b> </b></p><p><b>华纳音乐(WMG):签约元宇宙项目,将打造基于NFT的虚拟偶像。</b>该项目名为“时尚守护者”(Guardians of Fashion,GOF),将为二次元虚拟人物铸造6,888个NFT。这些代币将使用以太坊区块链。<b> </b></p><p><b>微软(MSFT):游戏订阅服务Xbox Game Pass获得了超过2,500万名用户。</b>相较去年同期,用户数量增加700万。<b> </b></p><p><b>新东方(EDU):预期中期亏损净额约$8亿到$9亿。</b>此预期亏损主要由于K-9学科类培训服务的终止对报告期间的总营收产生重大不利影响,及由此所产生的大量额外成本。<b> </b></p><p><b>腾讯音乐(TME):对QQ音乐业务线和腾讯音乐基础架构进行调整,并晋升任命管理人员。</b></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>盘前观察:美联储做错了什么以及市场为何要跌</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盘前观察:美联储做错了什么以及市场为何要跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-01-21 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股盘前下跌,比特币跌到$38,000,奈飞盘前跌19%。</p><p><b>美联储做错了什么以及市场为何要跌</b></p><p>美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。美股这种开局自然就迎合了很多看熊的人的想法,“多年美股牛市到头”这种说法瞬间甚嚣尘上。</p><p>做二级市场首先要敬畏市场,承认自己无知。当人身处某个时间点,其实很难知道自己究竟是深处牛市还是深处熊市,究竟是站在底谷还是站在高峰。这也是我说那些动不动就“新年展望”或者预测“6个月后市场会有一波行情”的说法,都是瞎扯。</p><p>最近美国很多人都在批评美联储,一个比较流行的说法,就是认为美联储货币政策收紧得太晚了。我个人非常反感这种说法,搞得好像大家去当美联储主席,都会比鲍威尔干得好一样。就算美联储提前半年停止量化宽松,就能阻止美国人民年底大手大脚花钱吗?老百姓的钱是美联储发出来的吗?老百姓的补助,那是老百姓选出的代表决定(国会)的。</p><p>再想深一点,就会发现,美国多年追求的政治目标——提高老百姓收入,其实是没有任何意义的,这次给老百姓发钱就是最好的证明。老百姓有钱了就乱花,然后造成港口拥挤供应链混乱,最后的结果就是东西涨价,老百姓得到的正面影响被缩小。所以,社会发展到今天,首要问题根本不是怎么去做大蛋糕,而是怎么去分配蛋糕。人类社会发展了几千年,蛋糕不知道大了几千几万倍,但为何依然社会问题还是存在?单纯追求做大蛋糕没有意义。也别误会我,我没有说不做大蛋糕,我说的是分配比做大更重要。</p><p>有点扯远了,回到美联储的问题。</p><p>美联储的问题在于它对待升息和降息的态度一样。美联储降息,需要和市场和社会充分沟通,告诉社会美联储将输送流动性。因为降息的时候是经济困难的时候,只有美联储充分沟通,才能打消社会的疑虑,让社会的信贷条件依然宽松。但是升息需要美联储充分沟通吗?升息,是因为社会遇到了通货膨胀,美联储跑出来天天说要收紧货币(还没行动),能够让物价下来吗?</p><p>降息,你可以天天喊;升息,你应该悄悄做。</p><p>这一轮美股下调,就是在于1月5日的美联储纪要出来。这一天的10年利率和市场,在美联储纪要出来之后,反向了(下图,蓝线10年利率,红线标普500)。</p><p><img src=\"https://static.tigerbbs.com/3a79175352e13477a06a433eb4d9c95f\" tg-width=\"529\" tg-height=\"277\" width=\"100%\" height=\"auto\"/></p><p>这两根线在正常的市场条件下,应该同涨跌。如果利率上涨而股市下跌,那么证明出现了“股债双杀”的局面,一般这种情况不应该持续太久,这种现象说明市场是拼命避险,只要现金。从最近两天来看,市场的两根线基本上恢复到了通涨跌,只是因为利率前几天涨太快,所以这几天回调一下,把市场也拉下来了。</p><p>我不知道市场什么时候是个底,但是我不觉得现在的困难,比2020年3月的史诗级暴跌严重。至于说金融危机到来的人,我就想问,每次金融危机都是因为钱不够发生的,这次各个渠道都充满了货币,金融危机怎么发生呢?</p><p><b>公司新闻</b></p><p><b>IBM(IBM):彭博:IBM即将与Francisco Partners达成出售沃森健康的交易。 </b></p><p><b>通用汽车(GM):电动SUV凯迪拉克Lyriq已组装完成,预计未来几个月交付客户。</b>此前有消息称,通用汽车考虑在密歇根州的两家工厂投资逾$40亿,以提高其电动车产能。<b> </b></p><p><b>英特尔(INTC):宣布投资$200亿在俄亥俄州建造两所芯片工厂。</b>预计将于 2022年底开始建设,预计 2025年投产。<b> </b></p><p><b>力拓(RIO):塞尔维亚宣布全面停止力拓锂项目并撤销其勘探许可证。 </b></p><p><b>摩根大通(JPM):将CEO戴蒙的2021年年薪提高10%至$3,450万。 </b></p><p><b>Peloton(PTON):针对CNBC报道,CEO表示正考虑可行性选项,包括裁员和限制生产等。</b>该公司表示CNBC关于其内部文件的报道不完整,不反映公司完整战略,并已确定泄密者,正采取适当法律行动。<b> </b></p><p><b>Meta(FB)& Twitter(TWTR):拟开发NFT相关功能。</b>据报道,Meta拟制定计划,允许用户创建和推广NFT;Twitter拟推出NFT头像功能。<b> </b></p><p><b>华纳音乐(WMG):签约元宇宙项目,将打造基于NFT的虚拟偶像。</b>该项目名为“时尚守护者”(Guardians of Fashion,GOF),将为二次元虚拟人物铸造6,888个NFT。这些代币将使用以太坊区块链。<b> </b></p><p><b>微软(MSFT):游戏订阅服务Xbox Game Pass获得了超过2,500万名用户。</b>相较去年同期,用户数量增加700万。<b> </b></p><p><b>新东方(EDU):预期中期亏损净额约$8亿到$9亿。</b>此预期亏损主要由于K-9学科类培训服务的终止对报告期间的总营收产生重大不利影响,及由此所产生的大量额外成本。<b> </b></p><p><b>腾讯音乐(TME):对QQ音乐业务线和腾讯音乐基础架构进行调整,并晋升任命管理人员。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180700708","content_text":"美股盘前下跌,比特币跌到$38,000,奈飞盘前跌19%。美联储做错了什么以及市场为何要跌美股新年开始创下了2008年以来最差开局,13个交易日中9个交易日都在下跌。美股这种开局自然就迎合了很多看熊的人的想法,“多年美股牛市到头”这种说法瞬间甚嚣尘上。做二级市场首先要敬畏市场,承认自己无知。当人身处某个时间点,其实很难知道自己究竟是深处牛市还是深处熊市,究竟是站在底谷还是站在高峰。这也是我说那些动不动就“新年展望”或者预测“6个月后市场会有一波行情”的说法,都是瞎扯。最近美国很多人都在批评美联储,一个比较流行的说法,就是认为美联储货币政策收紧得太晚了。我个人非常反感这种说法,搞得好像大家去当美联储主席,都会比鲍威尔干得好一样。就算美联储提前半年停止量化宽松,就能阻止美国人民年底大手大脚花钱吗?老百姓的钱是美联储发出来的吗?老百姓的补助,那是老百姓选出的代表决定(国会)的。再想深一点,就会发现,美国多年追求的政治目标——提高老百姓收入,其实是没有任何意义的,这次给老百姓发钱就是最好的证明。老百姓有钱了就乱花,然后造成港口拥挤供应链混乱,最后的结果就是东西涨价,老百姓得到的正面影响被缩小。所以,社会发展到今天,首要问题根本不是怎么去做大蛋糕,而是怎么去分配蛋糕。人类社会发展了几千年,蛋糕不知道大了几千几万倍,但为何依然社会问题还是存在?单纯追求做大蛋糕没有意义。也别误会我,我没有说不做大蛋糕,我说的是分配比做大更重要。有点扯远了,回到美联储的问题。美联储的问题在于它对待升息和降息的态度一样。美联储降息,需要和市场和社会充分沟通,告诉社会美联储将输送流动性。因为降息的时候是经济困难的时候,只有美联储充分沟通,才能打消社会的疑虑,让社会的信贷条件依然宽松。但是升息需要美联储充分沟通吗?升息,是因为社会遇到了通货膨胀,美联储跑出来天天说要收紧货币(还没行动),能够让物价下来吗?降息,你可以天天喊;升息,你应该悄悄做。这一轮美股下调,就是在于1月5日的美联储纪要出来。这一天的10年利率和市场,在美联储纪要出来之后,反向了(下图,蓝线10年利率,红线标普500)。这两根线在正常的市场条件下,应该同涨跌。如果利率上涨而股市下跌,那么证明出现了“股债双杀”的局面,一般这种情况不应该持续太久,这种现象说明市场是拼命避险,只要现金。从最近两天来看,市场的两根线基本上恢复到了通涨跌,只是因为利率前几天涨太快,所以这几天回调一下,把市场也拉下来了。我不知道市场什么时候是个底,但是我不觉得现在的困难,比2020年3月的史诗级暴跌严重。至于说金融危机到来的人,我就想问,每次金融危机都是因为钱不够发生的,这次各个渠道都充满了货币,金融危机怎么发生呢?公司新闻IBM(IBM):彭博:IBM即将与Francisco Partners达成出售沃森健康的交易。 通用汽车(GM):电动SUV凯迪拉克Lyriq已组装完成,预计未来几个月交付客户。此前有消息称,通用汽车考虑在密歇根州的两家工厂投资逾$40亿,以提高其电动车产能。 英特尔(INTC):宣布投资$200亿在俄亥俄州建造两所芯片工厂。预计将于 2022年底开始建设,预计 2025年投产。 力拓(RIO):塞尔维亚宣布全面停止力拓锂项目并撤销其勘探许可证。 摩根大通(JPM):将CEO戴蒙的2021年年薪提高10%至$3,450万。 Peloton(PTON):针对CNBC报道,CEO表示正考虑可行性选项,包括裁员和限制生产等。该公司表示CNBC关于其内部文件的报道不完整,不反映公司完整战略,并已确定泄密者,正采取适当法律行动。 Meta(FB)& Twitter(TWTR):拟开发NFT相关功能。据报道,Meta拟制定计划,允许用户创建和推广NFT;Twitter拟推出NFT头像功能。 华纳音乐(WMG):签约元宇宙项目,将打造基于NFT的虚拟偶像。该项目名为“时尚守护者”(Guardians of Fashion,GOF),将为二次元虚拟人物铸造6,888个NFT。这些代币将使用以太坊区块链。 微软(MSFT):游戏订阅服务Xbox Game Pass获得了超过2,500万名用户。相较去年同期,用户数量增加700万。 新东方(EDU):预期中期亏损净额约$8亿到$9亿。此预期亏损主要由于K-9学科类培训服务的终止对报告期间的总营收产生重大不利影响,及由此所产生的大量额外成本。 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