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龙腾虎乐
03-04
$美国超微公司(AMD)$
真牛🐮
龙腾虎乐
2022-11-30
$纳斯达克(.IXIC)$
今天有可能暴跌[愤怒] 各种消息综合评估暴跌即将开始,闪了
龙腾虎乐
2021-05-26
这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666]
抱歉,原内容已删除
龙腾虎乐
2022-10-14
自动驾驶先不说他技术何时能够成熟,何时才能真正用起来。假如把出租车行业给废了,都上自动驾驶了,这么多靠出租车生活的司机师傅们怎么安排[开心]
A股盘前播报 | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布
龙腾虎乐
2021-09-24
$新东方(EDU)$
被逼无奈的业务转型裁员属于很正常的操作行为
龙腾虎乐
2021-03-06
$纳斯达克(.IXIC)$
每一次拉升都是出货的好机会,我先把话放这儿,这轮调整远没到底
龙腾虎乐
2021-02-19
$苹果(AAPL)$
终于像个男人了[得意] [得意]
龙腾虎乐
2021-08-20
自动驾驶几年内都是个梦,造车还是比较靠谱儿的事儿
Here’s what Wall Street analysts are saying about Tesla’s AI day
龙腾虎乐
2021-08-04
$阿里巴巴(BABA)$
不管下调多少,离目标价还有很大空间,踏踏实实涨吧[看涨] [看涨] [看涨]
龙腾虎乐
2021-06-08
比特币本来就是个韭菜收割机,马斯克利用自己的网红声望为公司赢得额外利润,无可厚非[强] [强] [666] [666]
抱歉,原内容已删除
龙腾虎乐
2021-03-27
$知乎(ZH)$
破发有破发的玩儿法,照样挣钱[财迷] [财迷] [财迷]
龙腾虎乐
2021-02-03
$AMC院线(AMC)$
该走就走啊[财迷]
龙腾虎乐
2020-12-22
$ARK Genomic Revolution Multi-Sector ETF(ARKG)$
女股神,不服不行!
龙腾虎乐
2021-07-29
$容联云(RAAS)$
这个业绩表现是打算退市的吧!投资机构都被套了[捂脸] [捂脸] [捂脸]
龙腾虎乐
2021-03-08
$纳斯达克(.IXIC)$
貌似真的要崩盘了[晕] [晕] [晕]
龙腾虎乐
2021-02-17
$Tilray Inc.(TLRY)$
不急,拿着玩儿吧!刚刚拉起来,看看能拉到多少[财迷] [财迷]
龙腾虎乐
2023-07-20
$PayPal(PYPL)$
跑了[财迷]
龙腾虎乐
2021-03-06
$蔚来(NIO)$
20见了[财迷] [财迷]
龙腾虎乐
2021-04-28
$AMD(AMD)$
又跑了[财迷]
龙腾虎乐
2020-10-15
还不如把法拉利收购了呢[开心] [开心]
盘前:蔚来逆势上涨市值超法拉利! 欧股、原油重挫
去老虎APP查看更多动态
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[捂脸] ","listText":"AI泡沫即将破灭,这只是刚刚开始跌[捂脸] [捂脸] ","text":"AI泡沫即将破灭,这只是刚刚开始跌[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328451864465624","repostId":"2452157210","repostType":2,"repost":{"id":"2452157210","pubTimestamp":1721226038,"share":"https://www.laohu8.com/m/news/2452157210?lang=&edition=full","pubTime":"2024-07-17 22:20","market":"us","language":"zh","title":"英伟达等AI巨头狂跌之际,华尔街有了新宠:“AI后进者们”","url":"https://stock-news.laohu8.com/highlight/detail?id=2452157210","media":"智通财经网","summary":"英伟达等AI龙头们似乎失去光彩,“AI后进者们”获得资金青睐;Melius表示,“AI后进者们”,比如AMD、英特尔和IBM可能将出现“追赶交易”。","content":"<html><head></head><body><p>周三,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI巨头们股价狂跌。未来,华尔街依然看好AI热潮,但将目光锁定在今年以来涨势远不如英伟达的<a href=\"https://laohu8.com/S/INTC\">英特尔</a>与<a href=\"https://laohu8.com/S/AMD\">AMD</a>等“AI后进者们”。相比于英伟达、<a href=\"https://laohu8.com/S/MU\">美光科技</a>,以及<a href=\"https://laohu8.com/S/AVGO\">博通</a>等今年以来动辄60%以上涨幅的热门芯片巨头,英特尔与AMD这两大芯片巨头股价则显得疲软得多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041294920094acbaf28a63147a7b1714\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p><strong>华尔街知名投资机构Melius Research发布报告称,AI领域的这些“后进者们”,比如英特尔、AMD 、<a href=\"https://laohu8.com/S/IBM\">IBM</a>甚至包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的股价涨势可能将在今年下半年开始追赶英伟达、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等人工智能领域的绝对领军者,引领新一轮的“AI投资狂潮”。</strong></p><p>这里的后进者并非指它们在AI技术方面处于发展落后态势<strong>,而是指它们在某一特定领域的发力布局时间相对较晚,市场份额远不及行业领军者,或者股价涨势落后于领军者们。</strong>比如全球AI芯片领导者英伟达在数据中心AI芯片领域份额接近90%,AMD份额则远远不及英伟达,<strong>但英伟达垄断地位毫无疑问将面临来自AMD的巨大威胁。英特尔虽然在数据中心AI芯片市场显得毫无份额可言,但凭借x86生态优势参与布局AI PC或将提振英特尔估值。</strong></p><p><strong>IBM相比于OpenAI、微软以及谷歌等AI领域大模型领军者的份额无疑处于相对劣势,但是凭借深度布局AI开发者生态平台以及依靠强大的开源联盟助力,属于“AI后进者”之一的IBM有望在AI大模型这一市场无比庞大的领域分一杯羹。</strong>苹果是否属于“AI后进者”则存在一定争议,一方面它属于“七大科技巨头”,股价层面有过分透支预期的可能性,另一方面它布局AI大模型的时间确实非常晚,但是凭借强大的iOS生态有望借助AI智能手机实现在大模型份额方面与OpenAI“平起平坐”。</p><p><strong>在全球最大规模资管巨头<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>(BlackRock Inc.),以及欧洲资管巨头<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>资产管理机构(BNP Paribas Asset Management)等全球大型资管机构的基金经理和市场策略师们看来,全球股市围绕人工智能的这股史无前例投资狂潮远未宣告结束,新一轮的“AI投资狂潮”将继续驱动全球股市“长牛走势”——即不断创下历史新高。</strong>甚至有经济学家预言,基于AI技术发展的乐观情绪推动下的额外多重扩张预期,将推动美股基准指数——<a href=\"https://laohu8.com/S/161125\">标普500</a>指数在2025年创下7000点这一历史峰值。</p><p>华尔街投资机构押注,<strong>在上一轮AI狂潮推动之下经历了长达18个月的上涨后,“七大科技巨头”(Magnificent 7)可能会失去股价继续飙升的动力,因此他们将注意力转向了Melius Research所称的这些“人工智能后进者们”。</strong></p><p>占据标普500指数高额权重的美股七大科技巨头,即“Magnificent 7”,包括:苹果、微软、谷歌、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、英伟达、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>以及Meta Platforms。全球投资者们在2023年全年以及2024年上半年持续蜂拥而至七大科技巨头,他们纷纷押注,在全球企业纷纷斥巨资布局生成式AI的这股狂热浪潮之下,由于苹果和谷歌等科技巨头们的庞大市场规模和财务实力,它们处于利用人工智能技术扩展营收的最佳位置。</p><p>Melius Research强调,包括英特尔、AMD和IBM,甚至苹果在内的这些科技公司均全面涉足人工智能领域,但在2023年以及今年上半年未能赶上人工智能领域最大赢家,比如英伟达的无与伦比涨幅。</p><p>过去一个月,英特尔、AMD和IBM这三家公司的股价表现明显优于科技巨头,而人工智能的代表龙头英伟达等科技巨头同期的股价表现则略有下滑。</p><p><strong>英特尔,也许是新一轮“AI投资狂潮”的最大AI赢家。特朗普胜选已经成为多数投资者的基本共识,而从最新的消息来看,有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。</strong>可以想象的是,奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台,未来对于英特尔的补贴支持力度或将不断升级。</p><p><strong>“AI后进者们”迎来这一强大趋势助力:美股投资风格切换</strong></p><p>至关重要的是,不仅在股价涨幅、市场情绪和盈利预期方面处于优势,“AI后进者们”业绩预期门槛也非常低,<strong>意味着业绩实现超预期相比于英伟达等股价飙升的巨头们容易得多,这表明它们在2024年剩下的时间里可能处于非常有利的地位。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69ce1e6703cd1ba38945a701edb85b1d\" title=\"\" tg-width=\"814\" tg-height=\"461\"/></p><p><strong>美股风格切换也将有助于这些“AI后进者们”股价涨势,</strong>近期表现强劲的美股小盘股远超七大科技巨头。<strong>随着美联储降息预期大幅升温,市场资金开始转向七大科技巨头以外的那些潜在涨势十足的公司,</strong>毕竟巨头们估值已经非常高,<strong>市场在降息环境下青睐于股价更便宜且具备一定投资热度的股票标的,英特尔等“AI后进者们”无疑属于这一代表,不仅具有AI这一标签,还具备强大的基本面支撑。</strong></p><p>追踪小型科技股的指数周二上涨3%,创下去年12月以来的最大单日涨幅,而大型科技股指数下跌0.4%。尽管今年大盘股仍是表现出众的决定性因素,但过去一个月小盘股受到青睐。小盘科技股指数上涨了10%以上,而大型股的涨幅仅仅为3.8%。</p><p>Melius分析师本•雷茨(Ben Reitzes)在近日发布的一份报告中写道:“我们相信,市场对于那些半导体、硬件以及软件行业的预期较低的企业将出现‘追赶’交易行情,即涨势追赶那些估值高企的行业领军者。”他补充表示,类似的情况在2023年也出现过,上半年“弱势企业”在下半年股价表现良好。</p><p>值得注意的是,雷茨将七大科技巨头之一的苹果列入了“AI后进者”名单。自4月份以来,这家消费电子巨头的股价一直在稳步上涨,尤其自从苹果展示了人们期待已久的智能手机人工智能功能以来,股价一直尤为强劲。</p><p>来自Baird的科技板块策略团队表示,<strong>投资者开始转向基本面强劲但业绩预期非常低的股票,尤其是与AI相关的股票,这为它们的涨势留下颇具想象的空间。他表示:“人工智能领头羊们在过去一年翻了一番,今后可能将面临放缓。”“即使不是火箭科学家也会认为这些股票被过度持有,而且那些被忽视的股票可能会被不断补上。</strong>”</p><p>Baird还特别提到了其他他认为会从这一交易中受益的股票,包括软件公司<a href=\"https://laohu8.com/S/FFIV\">F5 Inc</a>.、电子测量仪器公司Keysight Technologies Inc.,以及半导体相关公司Diodes Inc.、Coherent Corp.、<a href=\"https://laohu8.com/S/LITE\">Lumentum Holdings Inc.</a>和Aehr Test Systems。</p><p>今年上半年,英伟达、微软以及谷歌等大型科技股推高了整个美股市场,这些公司的估值也来到了历史高位,使它们的涨势在2024年剩下的时间里面临更艰难的处境。花旗集团(Citigroup)的策略团队近期建议投资者们对于这些科技巨头实行获利了结策略,并“在整个价值链中重新平衡更广泛的人工智能股票”。</p><p>Bloomberg Intelligence预测数据显示,七大科技巨头利润增幅将大幅放缓。与此同时,<strong>像英伟达和微软这样的人工智能大赢家的股价相对于它们的长期市盈率有很大溢价,相比之下,IBM和英特尔这样的落后者估值就显得很便宜。</strong></p><p><strong>若“懂王”归来,英特尔将是下半年最大AI赢家?</strong></p><p>投资者们普遍认为特朗普遇袭事件可能将成为美国大选的最重要转折点之一,全面强化特朗普的政治领袖形象,尤其在支持者们心中,他被视为美国历史性的英雄之一,甚至有媒体将他与罗斯福相提并论。甚至在一些共和党支持者看来,特朗普在“上帝庇佑”之下躲过子弹,意味着下一任总统非他莫属。相比之下,来自民主党的对手——现任总统拜登的在临场反应、演讲逻辑甚至党内支持率等方面的弱点更为凸显。</p><p>美国2024大选预测平台Polymarket显示,特朗普在11月大选中获胜的概率在遭遇枪击事件后飙升约10个百分点,达到70%。而其竞争对手拜登的胜选概率则进一步跌至18%。</p><p>因此,特朗普胜选已经成为多数投资者的基本共识,而从最新的消息来看,有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。</p><p><strong>可以想象到的是,奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台,未来对于英特尔的补贴支持力度可谓将不断升级,也许“芯片代工之王”<a href=\"https://laohu8.com/S/TSM\">台积电</a>不久后将面临真正意义上的强大竞争对手将是英特尔。</strong></p><p><strong>从英特尔周三美股盘初的股价走势来看,英特尔在台积电、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>以及英伟达等众多芯片股股价暴跌超5%之际,盘初逆势大涨超6%!</strong></p><p>也许,市场已经开始定价“懂王”上台后英特尔可能成为最大赢家之一,以及定价“AI后进者”之一的英特尔在下半年有望凭借廉价股价和低估值以及AI标签来吸引越来越多资金,其股价涨势有望引领整个美股芯片板块。</p><p>Melius在研报中指出,<strong>AMD 和英特尔有望从AI PC浪潮中全面获益,这两大x86架构芯片巨头集成CPU+NPU+GPU的处理器硬件将用于搭载微软Windows操作系统的全新AI PC终端设备</strong>。与此同时微软即将在其“Copilot+ PC”中推出“Recall”功能,Melius表示这可能是最接近杀手级应用所带来的升级理由。</p><p><strong>在Melius看来,AI PC或将是英特尔股价持续上行的重要催化剂,英特尔数十年来深耕于PC端的x86架构CPU领域,早已在PC领域具备强大的软硬件与供应链合作体系以及庞大的忠诚用户群体。</strong></p><p>英特尔全新推出的酷睿Ultra 处理器将AI专用的神经处理单元(NPU)与Arc GPU集成至CPU,其中NPU专门用于AI推理任务加速,这一款集成CPU+NPU+GPU的中央处理器被设计为公司“最高效的处理器”,标志着AI PC时代正式到来。英特尔面向笔记本电脑的 Lunar Lake 处理器拟定于 2024 年下半年上市,这款芯片具有“全新的低功耗架构以及显著的 IPC 改进”,GPU 和 NPU模块的AI数据处理性能则比Meteor Lake 高出三倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7717f97d092b60da164b74cafe3dd0e\" title=\"\" tg-width=\"998\" tg-height=\"554\"/></p><p>研究机构Canalys最新预测数据显示,<strong>2024年堪称“AI PC元年”,预计2024年全球AI PC出货量将达到 5100 万台,占个人电脑(PC) 总出货量的 19%。但这仅是市场转型的开始,预计到 2028 年,AI PC出货量将达到2.08亿台,预计届时占PC总出货量份额有望超过70%,2024 年至 2028 年期间的复合年增长率(CAGR)将达到惊人的42%。</strong></p></body></html>","source":"highlight_zhitongcaijin","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>英伟达等AI巨头狂跌之际,华尔街有了新宠:“AI后进者们”</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英伟达等AI巨头狂跌之际,华尔街有了新宠:“AI后进者们”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 22:20 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1152328.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三,英伟达等AI巨头们股价狂跌。未来,华尔街依然看好AI热潮,但将目光锁定在今年以来涨势远不如英伟达的英特尔与AMD等“AI后进者们”。相比于英伟达、美光科技,以及博通等今年以来动辄60%以上涨幅的热门芯片巨头,英特尔与AMD这两大芯片巨头股价则显得疲软得多。华尔街知名投资机构Melius Research发布报告称,AI领域的这些“后进者们”,比如英特尔、AMD 、IBM甚至包括苹果的股价...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1152328.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","BK4549":"软银资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4529":"IDC概念","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1152328.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2452157210","content_text":"周三,英伟达等AI巨头们股价狂跌。未来,华尔街依然看好AI热潮,但将目光锁定在今年以来涨势远不如英伟达的英特尔与AMD等“AI后进者们”。相比于英伟达、美光科技,以及博通等今年以来动辄60%以上涨幅的热门芯片巨头,英特尔与AMD这两大芯片巨头股价则显得疲软得多。华尔街知名投资机构Melius Research发布报告称,AI领域的这些“后进者们”,比如英特尔、AMD 、IBM甚至包括苹果的股价涨势可能将在今年下半年开始追赶英伟达、微软和谷歌等人工智能领域的绝对领军者,引领新一轮的“AI投资狂潮”。这里的后进者并非指它们在AI技术方面处于发展落后态势,而是指它们在某一特定领域的发力布局时间相对较晚,市场份额远不及行业领军者,或者股价涨势落后于领军者们。比如全球AI芯片领导者英伟达在数据中心AI芯片领域份额接近90%,AMD份额则远远不及英伟达,但英伟达垄断地位毫无疑问将面临来自AMD的巨大威胁。英特尔虽然在数据中心AI芯片市场显得毫无份额可言,但凭借x86生态优势参与布局AI PC或将提振英特尔估值。IBM相比于OpenAI、微软以及谷歌等AI领域大模型领军者的份额无疑处于相对劣势,但是凭借深度布局AI开发者生态平台以及依靠强大的开源联盟助力,属于“AI后进者”之一的IBM有望在AI大模型这一市场无比庞大的领域分一杯羹。苹果是否属于“AI后进者”则存在一定争议,一方面它属于“七大科技巨头”,股价层面有过分透支预期的可能性,另一方面它布局AI大模型的时间确实非常晚,但是凭借强大的iOS生态有望借助AI智能手机实现在大模型份额方面与OpenAI“平起平坐”。在全球最大规模资管巨头贝莱德(BlackRock Inc.),以及欧洲资管巨头法国巴黎银行资产管理机构(BNP Paribas Asset Management)等全球大型资管机构的基金经理和市场策略师们看来,全球股市围绕人工智能的这股史无前例投资狂潮远未宣告结束,新一轮的“AI投资狂潮”将继续驱动全球股市“长牛走势”——即不断创下历史新高。甚至有经济学家预言,基于AI技术发展的乐观情绪推动下的额外多重扩张预期,将推动美股基准指数——标普500指数在2025年创下7000点这一历史峰值。华尔街投资机构押注,在上一轮AI狂潮推动之下经历了长达18个月的上涨后,“七大科技巨头”(Magnificent 7)可能会失去股价继续飙升的动力,因此他们将注意力转向了Melius Research所称的这些“人工智能后进者们”。占据标普500指数高额权重的美股七大科技巨头,即“Magnificent 7”,包括:苹果、微软、谷歌、特斯拉、英伟达、亚马逊以及Meta Platforms。全球投资者们在2023年全年以及2024年上半年持续蜂拥而至七大科技巨头,他们纷纷押注,在全球企业纷纷斥巨资布局生成式AI的这股狂热浪潮之下,由于苹果和谷歌等科技巨头们的庞大市场规模和财务实力,它们处于利用人工智能技术扩展营收的最佳位置。Melius Research强调,包括英特尔、AMD和IBM,甚至苹果在内的这些科技公司均全面涉足人工智能领域,但在2023年以及今年上半年未能赶上人工智能领域最大赢家,比如英伟达的无与伦比涨幅。过去一个月,英特尔、AMD和IBM这三家公司的股价表现明显优于科技巨头,而人工智能的代表龙头英伟达等科技巨头同期的股价表现则略有下滑。英特尔,也许是新一轮“AI投资狂潮”的最大AI赢家。特朗普胜选已经成为多数投资者的基本共识,而从最新的消息来看,有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。可以想象的是,奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台,未来对于英特尔的补贴支持力度或将不断升级。“AI后进者们”迎来这一强大趋势助力:美股投资风格切换至关重要的是,不仅在股价涨幅、市场情绪和盈利预期方面处于优势,“AI后进者们”业绩预期门槛也非常低,意味着业绩实现超预期相比于英伟达等股价飙升的巨头们容易得多,这表明它们在2024年剩下的时间里可能处于非常有利的地位。美股风格切换也将有助于这些“AI后进者们”股价涨势,近期表现强劲的美股小盘股远超七大科技巨头。随着美联储降息预期大幅升温,市场资金开始转向七大科技巨头以外的那些潜在涨势十足的公司,毕竟巨头们估值已经非常高,市场在降息环境下青睐于股价更便宜且具备一定投资热度的股票标的,英特尔等“AI后进者们”无疑属于这一代表,不仅具有AI这一标签,还具备强大的基本面支撑。追踪小型科技股的指数周二上涨3%,创下去年12月以来的最大单日涨幅,而大型科技股指数下跌0.4%。尽管今年大盘股仍是表现出众的决定性因素,但过去一个月小盘股受到青睐。小盘科技股指数上涨了10%以上,而大型股的涨幅仅仅为3.8%。Melius分析师本•雷茨(Ben Reitzes)在近日发布的一份报告中写道:“我们相信,市场对于那些半导体、硬件以及软件行业的预期较低的企业将出现‘追赶’交易行情,即涨势追赶那些估值高企的行业领军者。”他补充表示,类似的情况在2023年也出现过,上半年“弱势企业”在下半年股价表现良好。值得注意的是,雷茨将七大科技巨头之一的苹果列入了“AI后进者”名单。自4月份以来,这家消费电子巨头的股价一直在稳步上涨,尤其自从苹果展示了人们期待已久的智能手机人工智能功能以来,股价一直尤为强劲。来自Baird的科技板块策略团队表示,投资者开始转向基本面强劲但业绩预期非常低的股票,尤其是与AI相关的股票,这为它们的涨势留下颇具想象的空间。他表示:“人工智能领头羊们在过去一年翻了一番,今后可能将面临放缓。”“即使不是火箭科学家也会认为这些股票被过度持有,而且那些被忽视的股票可能会被不断补上。”Baird还特别提到了其他他认为会从这一交易中受益的股票,包括软件公司F5 Inc.、电子测量仪器公司Keysight Technologies Inc.,以及半导体相关公司Diodes Inc.、Coherent Corp.、Lumentum Holdings Inc.和Aehr Test Systems。今年上半年,英伟达、微软以及谷歌等大型科技股推高了整个美股市场,这些公司的估值也来到了历史高位,使它们的涨势在2024年剩下的时间里面临更艰难的处境。花旗集团(Citigroup)的策略团队近期建议投资者们对于这些科技巨头实行获利了结策略,并“在整个价值链中重新平衡更广泛的人工智能股票”。Bloomberg Intelligence预测数据显示,七大科技巨头利润增幅将大幅放缓。与此同时,像英伟达和微软这样的人工智能大赢家的股价相对于它们的长期市盈率有很大溢价,相比之下,IBM和英特尔这样的落后者估值就显得很便宜。若“懂王”归来,英特尔将是下半年最大AI赢家?投资者们普遍认为特朗普遇袭事件可能将成为美国大选的最重要转折点之一,全面强化特朗普的政治领袖形象,尤其在支持者们心中,他被视为美国历史性的英雄之一,甚至有媒体将他与罗斯福相提并论。甚至在一些共和党支持者看来,特朗普在“上帝庇佑”之下躲过子弹,意味着下一任总统非他莫属。相比之下,来自民主党的对手——现任总统拜登的在临场反应、演讲逻辑甚至党内支持率等方面的弱点更为凸显。美国2024大选预测平台Polymarket显示,特朗普在11月大选中获胜的概率在遭遇枪击事件后飙升约10个百分点,达到70%。而其竞争对手拜登的胜选概率则进一步跌至18%。因此,特朗普胜选已经成为多数投资者的基本共识,而从最新的消息来看,有着“懂王”称号特朗普在贸易保护主义政策方面可能相比于2016年他上台时以及拜登政府时期更加猛烈。可以想象到的是,奉行贸易保护政策、迫切希望高端制造业回流美国本土的“懂王”如果成功上台,未来对于英特尔的补贴支持力度可谓将不断升级,也许“芯片代工之王”台积电不久后将面临真正意义上的强大竞争对手将是英特尔。从英特尔周三美股盘初的股价走势来看,英特尔在台积电、阿斯麦以及英伟达等众多芯片股股价暴跌超5%之际,盘初逆势大涨超6%!也许,市场已经开始定价“懂王”上台后英特尔可能成为最大赢家之一,以及定价“AI后进者”之一的英特尔在下半年有望凭借廉价股价和低估值以及AI标签来吸引越来越多资金,其股价涨势有望引领整个美股芯片板块。Melius在研报中指出,AMD 和英特尔有望从AI PC浪潮中全面获益,这两大x86架构芯片巨头集成CPU+NPU+GPU的处理器硬件将用于搭载微软Windows操作系统的全新AI PC终端设备。与此同时微软即将在其“Copilot+ PC”中推出“Recall”功能,Melius表示这可能是最接近杀手级应用所带来的升级理由。在Melius看来,AI PC或将是英特尔股价持续上行的重要催化剂,英特尔数十年来深耕于PC端的x86架构CPU领域,早已在PC领域具备强大的软硬件与供应链合作体系以及庞大的忠诚用户群体。英特尔全新推出的酷睿Ultra 处理器将AI专用的神经处理单元(NPU)与Arc GPU集成至CPU,其中NPU专门用于AI推理任务加速,这一款集成CPU+NPU+GPU的中央处理器被设计为公司“最高效的处理器”,标志着AI PC时代正式到来。英特尔面向笔记本电脑的 Lunar Lake 处理器拟定于 2024 年下半年上市,这款芯片具有“全新的低功耗架构以及显著的 IPC 改进”,GPU 和 NPU模块的AI数据处理性能则比Meteor Lake 高出三倍。研究机构Canalys最新预测数据显示,2024年堪称“AI PC元年”,预计2024年全球AI PC出货量将达到 5100 万台,占个人电脑(PC) 总出货量的 19%。但这仅是市场转型的开始,预计到 2028 年,AI PC出货量将达到2.08亿台,预计届时占PC总出货量份额有望超过70%,2024 年至 2028 年期间的复合年增长率(CAGR)将达到惊人的42%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328450240913624,"gmtCreate":1721231131246,"gmtModify":1721231133542,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买了就赔[开心] [开心] 好在我没上[财迷] [财迷] [财迷] ","listText":"买了就赔[开心] [开心] 好在我没上[财迷] [财迷] [财迷] ","text":"买了就赔[开心] [开心] 好在我没上[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328450240913624","repostId":"2451122961","repostType":2,"repost":{"id":"2451122961","pubTimestamp":1721207410,"share":"https://www.laohu8.com/m/news/2451122961?lang=&edition=full","pubTime":"2024-07-17 17:10","market":"us","language":"en","title":"Pounce Now: It’s Time to Buy AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2451122961","media":"InvestorPlace","summary":"The stock of Advanced Micro Devices is breaking out ahead of the company's upcoming earnings, making now a great time for investors to take a position.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>AMD</strong> (<strong><u>AMD</u></strong>) stock is breaking out, having risen more than 10% in the last month. </p></li><li><p>Analysts are upgrading AMD stock heading into its Q2 print. </p></li><li><p>The company has introduced several new AI microchips that should power its sales going forward.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5f9b3a0f03ecb0af968d06c36b8deed\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: JHVEPhoto / Shutterstock.com</p><p>The stock of <strong>Advanced Micro Devices </strong>(NASDAQ:<strong><u>AMD</u></strong>) is breaking out ahead of the company’s upcoming earnings, making now a great time for investors to take a position. After trading sideways for most of the spring, AMD stock has gained 14% in the last month, including a 4% increase in the past week.</p><p>The company’s shares are now trading at their highest level since April 1 as analysts raise their price targets and ratings heading into AMD’s second-quarter print that’s scheduled for August 6. With the stock still trading 20% below its 52-week high, there’s an opportunity for investors to buy the shares now and ride them to new heights.</p><h2 id=\"id_1296949152\">Bullish Analysts</h2><p>Analysts have been tripping over one another to upgrade Advanced Micro Devices stock in recent weeks. <strong>Wells Fargo </strong>(NYSE:<strong><u>WFC</u></strong>) recently raised its price target on the company’s stock to $205 per share from $190 and kept a buy equivalent rating.</p><p>Analysts at <strong>Susquehanna </strong>raised their price target on the stock to $200 from $185 and also kept a “buy” rating on the shares. Wall Street is bullish on the stock leading into the Q2 results, which many see as being a potential blockbuster for the company.</p><p>In June, <strong>Piper Sandler</strong> (NYSE:<strong><u>PIPR</u></strong>) named AMD its top large-cap semiconductor pick for this year’s second half. The overall consensus among 36 analysts who cover the company is that AMD stock is a “strong buy” with a median price target that’s 6% above current levels.</p><p>There are no “sell” ratings on the stock. While AMD stock has gained 57% year-to-date, the company’s shares have met resistance at $200 and struggled to stay above that level. A better-than-expected Q2 readout could push the stock over that hurdle.</p><h2 id=\"id_3710572625\">New AI Chips</h2><p>A big reason analysts are expecting blowout Q2 earnings from Advanced Micro Devices is that the company has launched several new artificial intelligence microchips and processors that should give its sales a boost.</p><p>In April, AMD introduced new semiconductors for AI-enabled business laptops and desktops as it pushes into the lucrative market for AI personal computers.</p><p>More recently, AMD unveiled in June the Ryzen AI 300 series for next-generation AI laptop computers, as well as new Ryzen 9000 microchips for desktop computers. CEO Lisa Su called the chips “the world’s fastest consumer PC processors” for both gaming and content creation. Both chips go on sale this month.</p><p>Su also outlined the company’s data center chip road map, with the “Instinct MI325X” accelerator microchip that is expected to lead its push into that area of computing.</p><p>As for the upcoming Q2 financial results, analysts are anticipating that AMD will get a big boost from sales of its MI300 AI chips that went on sale at the end of 2023.</p><p>During its previous first-quarter print, AMD said that it sold more than $1 billion of the MI300 chips in their first three months on the market.</p><p>AMD said that it now expects $4 billion in AI microchip sales for all of this year, up from a previous estimate of $3.5 billion. Revenue in AMD’s Data Center unit grew 80% year-over-year to $2.3 billion in Q1.</p><h2 id=\"id_3866672875\">Buy AMD Stock</h2><p>Shares of AMD are breaking out as expectations grow for its second-quarter financial results. Can AMD jump the high bar that’s been set for it?</p><p>Chances are pretty good given the strong demand for its AI microchips and based on the forward guidance the company has provided. Long-term, AMD has been a very good stock to own, having risen nearly 450% in the last five years.</p><p>With its shares gaining momentum, now would be a good time for investors to pounce. Advanced Micro Devices stock is a buy.</p></body></html>","source":"investorplace_stock_picks","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>Pounce Now: It’s Time to Buy AMD Stock</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\">\nPounce Now: It’s Time to Buy AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 17:10 GMT+8 <a href=https://investorplace.com/2024/07/pounce-now-its-time-to-buy-amd-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD (AMD) stock is breaking out, having risen more than 10% in the last month. Analysts are upgrading AMD stock heading into its Q2 print. The company has introduced several new AI microchips that ...</p>\n\n<a href=\"https://investorplace.com/2024/07/pounce-now-its-time-to-buy-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106831901.USD":"贝莱德世界金融基金A2","LU0251142724.SGD":"Fidelity America A-SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","BK4512":"苹果概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4127":"投资银行业与经纪业","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4534":"瑞士信贷持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","AMD":"美国超微公司","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"source_url":"https://investorplace.com/2024/07/pounce-now-its-time-to-buy-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2451122961","content_text":"AMD (AMD) stock is breaking out, having risen more than 10% in the last month. Analysts are upgrading AMD stock heading into its Q2 print. The company has introduced several new AI microchips that should power its sales going forward.Source: JHVEPhoto / Shutterstock.comThe stock of Advanced Micro Devices (NASDAQ:AMD) is breaking out ahead of the company’s upcoming earnings, making now a great time for investors to take a position. After trading sideways for most of the spring, AMD stock has gained 14% in the last month, including a 4% increase in the past week.The company’s shares are now trading at their highest level since April 1 as analysts raise their price targets and ratings heading into AMD’s second-quarter print that’s scheduled for August 6. With the stock still trading 20% below its 52-week high, there’s an opportunity for investors to buy the shares now and ride them to new heights.Bullish AnalystsAnalysts have been tripping over one another to upgrade Advanced Micro Devices stock in recent weeks. Wells Fargo (NYSE:WFC) recently raised its price target on the company’s stock to $205 per share from $190 and kept a buy equivalent rating.Analysts at Susquehanna raised their price target on the stock to $200 from $185 and also kept a “buy” rating on the shares. Wall Street is bullish on the stock leading into the Q2 results, which many see as being a potential blockbuster for the company.In June, Piper Sandler (NYSE:PIPR) named AMD its top large-cap semiconductor pick for this year’s second half. The overall consensus among 36 analysts who cover the company is that AMD stock is a “strong buy” with a median price target that’s 6% above current levels.There are no “sell” ratings on the stock. While AMD stock has gained 57% year-to-date, the company’s shares have met resistance at $200 and struggled to stay above that level. A better-than-expected Q2 readout could push the stock over that hurdle.New AI ChipsA big reason analysts are expecting blowout Q2 earnings from Advanced Micro Devices is that the company has launched several new artificial intelligence microchips and processors that should give its sales a boost.In April, AMD introduced new semiconductors for AI-enabled business laptops and desktops as it pushes into the lucrative market for AI personal computers.More recently, AMD unveiled in June the Ryzen AI 300 series for next-generation AI laptop computers, as well as new Ryzen 9000 microchips for desktop computers. CEO Lisa Su called the chips “the world’s fastest consumer PC processors” for both gaming and content creation. Both chips go on sale this month.Su also outlined the company’s data center chip road map, with the “Instinct MI325X” accelerator microchip that is expected to lead its push into that area of computing.As for the upcoming Q2 financial results, analysts are anticipating that AMD will get a big boost from sales of its MI300 AI chips that went on sale at the end of 2023.During its previous first-quarter print, AMD said that it sold more than $1 billion of the MI300 chips in their first three months on the market.AMD said that it now expects $4 billion in AI microchip sales for all of this year, up from a previous estimate of $3.5 billion. Revenue in AMD’s Data Center unit grew 80% year-over-year to $2.3 billion in Q1.Buy AMD StockShares of AMD are breaking out as expectations grow for its second-quarter financial results. Can AMD jump the high bar that’s been set for it?Chances are pretty good given the strong demand for its AI microchips and based on the forward guidance the company has provided. Long-term, AMD has been a very good stock to own, having risen nearly 450% in the last five years.With its shares gaining momentum, now would be a good time for investors to pounce. Advanced Micro Devices stock is a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326254305505528,"gmtCreate":1720653535186,"gmtModify":1720661975039,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 继续拿着吧,前两天差点卖飞了","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 继续拿着吧,前两天差点卖飞了","text":"$台积电(TSM)$ 继续拿着吧,前两天差点卖飞了","images":[{"img":"https://static.tigerbbs.com/1557f4fe556e11ac387035021f336ba0","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326254305505528","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316118846234792,"gmtCreate":1718203871345,"gmtModify":1718203872485,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$(OXY)$ </a><v-v data-views=\"1\"></v-v> 加仓[开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/OXY\">$(OXY)$ </a><v-v data-views=\"1\"></v-v> 加仓[开心] [开心] ","text":"$(OXY)$ 加仓[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316118846234792","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314169522958560,"gmtCreate":1717721739489,"gmtModify":1717721741240,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$ </a><v-v data-views=\"0\"></v-v> AI这个泡泡还能吹多久[捂脸] [捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$ </a><v-v data-views=\"0\"></v-v> AI这个泡泡还能吹多久[捂脸] [捂脸] [捂脸] ","text":"$(NVDA)$ AI这个泡泡还能吹多久[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314169522958560","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313808376070368,"gmtCreate":1717651867106,"gmtModify":1717651869220,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大泡泡还在发酵 [捂脸][捂脸]","listText":"大泡泡还在发酵 [捂脸][捂脸]","text":"大泡泡还在发酵 [捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313808376070368","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313808328786216,"gmtCreate":1717651787733,"gmtModify":1717651792041,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"重新订一个通胀目标吧[开心] 早就知道这个目标不靠谱儿了[捂脸] [捂脸] ","listText":"重新订一个通胀目标吧[开心] 早就知道这个目标不靠谱儿了[捂脸] [捂脸] ","text":"重新订一个通胀目标吧[开心] 早就知道这个目标不靠谱儿了[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313808328786216","repostId":"1178836276","repostType":4,"repost":{"id":"1178836276","pubTimestamp":1717642712,"share":"https://www.laohu8.com/m/news/1178836276?lang=&edition=full","pubTime":"2024-06-06 10:58","market":"us","language":"zh","title":"加拿大打响第一枪、欧洲今晚见,2%通胀目标已被放弃了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178836276","media":"华尔街见闻","summary":"美联储有望在7月降息,通胀目标应该从2%上调至3%。","content":"<html><head></head><body><p>全球降息潮加速蔓延,美联储“不得不跟”?</p><p style=\"text-align: justify;\">周三,加拿大央行宣布利率水平从5%降至4.75%,使该国成为首个降息的G7国家。而在即将于北京时间今晚20:15召开的议息会议上,欧洲央行也将很有可能开启2016年3月以来的首次降息。</p><p style=\"text-align: justify;\">这助长了美联储“接棒”降息的预期,债市应声走高。截至隔夜美股市场,10年期美债收益率已连跌5日,本周内累计下行约35bp至4.27%,为两个月新低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b929f234abafad34ad83a2ed4eba4552\" tg-width=\"640\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">最新的利率定价也显示市场态度迅速“转鸽”,<strong>预计美联储在9月降息的概率跃升至90%,而就在一周前该数值还仅为45%。</strong></p><h2 id=\"id_1352028664\" style=\"text-align: start;\">“显著下行趋势”比2%的通胀目标更为重要</h2><p style=\"text-align: justify;\">值得注意的是,尽管加拿大央行“抢跑”降息,但其通胀水平仍高于2%的目标;即使被大幅押注即将降息,欧元区目前的通胀率也仍在2%上方。</p><p style=\"text-align: justify;\">这是否意味着2%的通胀目标已经不再重要?</p><p style=\"text-align: justify;\">结合通胀数据和央行表态可以发现,<strong>促使央行们做出降息决定的实际上是显著的通胀下行趋势。</strong></p><p style=\"text-align: justify;\">数据显示,加拿大的通胀率现为2.7%,自去年12月至今年4月持续下行,并且消费增长迅猛、劳动力市场仍然强劲,显示经济改善势头强劲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e449433d58aa30ab4f9468cd88879f7\" tg-width=\"640\" tg-height=\"369\"/></p><p style=\"text-align: justify;\">加拿大央行在昨日的声明中表示:</p><blockquote><p style=\"text-align: justify;\">三个月的核心通胀指标表明CPI继续呈下降势头……由于有证据表明,基础通胀正在缓解,加拿大央行管理委员会同意货币政策不再需要那么具有限制性,并将政策利率下调了25个基点。</p></blockquote><p style=\"text-align: justify;\">加拿大央行行长Macklem还表示,潜在通胀指标越来越多地指向通胀持续缓解,如果通胀继续缓解,将有理由进一步降息。</p><p style=\"text-align: justify;\">欧元区的情形也类似。</p><p style=\"text-align: justify;\">数据显示,欧元区的通胀率已经从2022年底的10%上方逐渐降至略高于2%的水平,并已经持续数月,同时一季度GDP同比环比均增长,“火车头”德国的经济增速也超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59e7313c495525a33266539857796118\" tg-width=\"640\" tg-height=\"369\"/></p><p style=\"text-align: justify;\">欧洲央行行长拉加德曾在5月表示,鉴于欧元区CPI快速上涨之势目前基本上得到遏制,下个月降息是很有可能的。</p><h2 id=\"id_4018092350\" style=\"text-align: start;\">美联储有望在7月降息</h2><p style=\"text-align: justify;\">至此,瑞士、瑞典、加拿大三国央行已率先开启宽松周期,欧央行很有可能今晚跟进,市场聚焦美联储动向。</p><p style=\"text-align: justify;\">知名经济学家、安联首席经济顾问埃里安(Mohamed El-Erian)近日在接受媒体采访中表示,<strong>有足够的数据支持美联储在7月降息。</strong></p><p style=\"text-align: justify;\">埃里安提到,美国近期的零售销售、制造业和就业数据均不及预期,为美联储降息提供支撑:</p><blockquote><p style=\"text-align: justify;\">“除了令人意外的负面数据之外,我们什么都没有……这意味着经济放缓的速度比大多数人预期的要快得多,包括美联储。”</p></blockquote><p style=\"text-align: justify;\">埃里安的预测要比市场更为激进。芝商所美联储工具显示,美联储最可能在9月降息,概率为56.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c71c37048ad1162c29d01f28fcf0b2ae\" tg-width=\"517\" tg-height=\"246\"/></p><p style=\"text-align: justify;\">埃里安还指出,美联储的通胀目标应该从2%上调至3%,致力于2%的通胀目标导致长期的高利率只会给经济拖后腿。</p><p style=\"text-align: justify;\">实际上,前美联储主席保罗·沃尔克早年间就曾批评过对2%通胀目标的过度追求,认为这会导致经济扭曲和投机泡沫。沃尔克认为,<strong>考虑到测量误差,要精确实现2%的通胀目标本身就是一个政策错误。</strong></p></body></html>","source":"live_wallstreetcn","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>加拿大打响第一枪、欧洲今晚见,2%通胀目标已被放弃了?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n加拿大打响第一枪、欧洲今晚见,2%通胀目标已被放弃了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-06 10:58 北京时间 <a href=https://wallstreetcn.com/articles/3716658><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球降息潮加速蔓延,美联储“不得不跟”?周三,加拿大央行宣布利率水平从5%降至4.75%,使该国成为首个降息的G7国家。而在即将于北京时间今晚20:15召开的议息会议上,欧洲央行也将很有可能开启2016年3月以来的首次降息。这助长了美联储“接棒”降息的预期,债市应声走高。截至隔夜美股市场,10年期美债收益率已连跌5日,本周内累计下行约35bp至4.27%,为两个月新低。最新的利率定价也显示市场态度...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716658\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3716658","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1178836276","content_text":"全球降息潮加速蔓延,美联储“不得不跟”?周三,加拿大央行宣布利率水平从5%降至4.75%,使该国成为首个降息的G7国家。而在即将于北京时间今晚20:15召开的议息会议上,欧洲央行也将很有可能开启2016年3月以来的首次降息。这助长了美联储“接棒”降息的预期,债市应声走高。截至隔夜美股市场,10年期美债收益率已连跌5日,本周内累计下行约35bp至4.27%,为两个月新低。最新的利率定价也显示市场态度迅速“转鸽”,预计美联储在9月降息的概率跃升至90%,而就在一周前该数值还仅为45%。“显著下行趋势”比2%的通胀目标更为重要值得注意的是,尽管加拿大央行“抢跑”降息,但其通胀水平仍高于2%的目标;即使被大幅押注即将降息,欧元区目前的通胀率也仍在2%上方。这是否意味着2%的通胀目标已经不再重要?结合通胀数据和央行表态可以发现,促使央行们做出降息决定的实际上是显著的通胀下行趋势。数据显示,加拿大的通胀率现为2.7%,自去年12月至今年4月持续下行,并且消费增长迅猛、劳动力市场仍然强劲,显示经济改善势头强劲。加拿大央行在昨日的声明中表示:三个月的核心通胀指标表明CPI继续呈下降势头……由于有证据表明,基础通胀正在缓解,加拿大央行管理委员会同意货币政策不再需要那么具有限制性,并将政策利率下调了25个基点。加拿大央行行长Macklem还表示,潜在通胀指标越来越多地指向通胀持续缓解,如果通胀继续缓解,将有理由进一步降息。欧元区的情形也类似。数据显示,欧元区的通胀率已经从2022年底的10%上方逐渐降至略高于2%的水平,并已经持续数月,同时一季度GDP同比环比均增长,“火车头”德国的经济增速也超预期。欧洲央行行长拉加德曾在5月表示,鉴于欧元区CPI快速上涨之势目前基本上得到遏制,下个月降息是很有可能的。美联储有望在7月降息至此,瑞士、瑞典、加拿大三国央行已率先开启宽松周期,欧央行很有可能今晚跟进,市场聚焦美联储动向。知名经济学家、安联首席经济顾问埃里安(Mohamed El-Erian)近日在接受媒体采访中表示,有足够的数据支持美联储在7月降息。埃里安提到,美国近期的零售销售、制造业和就业数据均不及预期,为美联储降息提供支撑:“除了令人意外的负面数据之外,我们什么都没有……这意味着经济放缓的速度比大多数人预期的要快得多,包括美联储。”埃里安的预测要比市场更为激进。芝商所美联储工具显示,美联储最可能在9月降息,概率为56.6%。埃里安还指出,美联储的通胀目标应该从2%上调至3%,致力于2%的通胀目标导致长期的高利率只会给经济拖后腿。实际上,前美联储主席保罗·沃尔克早年间就曾批评过对2%通胀目标的过度追求,认为这会导致经济扭曲和投机泡沫。沃尔克认为,考虑到测量误差,要精确实现2%的通胀目标本身就是一个政策错误。","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311567913578496,"gmtCreate":1717092538326,"gmtModify":1717092540554,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"搞熔断演练[捂脸] [捂脸] ","listText":"搞熔断演练[捂脸] [捂脸] ","text":"搞熔断演练[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311567913578496","repostId":"1128237484","repostType":2,"repost":{"id":"1128237484","pubTimestamp":1717083264,"share":"https://www.laohu8.com/m/news/1128237484?lang=&edition=full","pubTime":"2024-05-30 23:34","market":"us","language":"zh","title":"罕见情况!用户称标普500和道指无实时报价,芝商所也出问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1128237484","media":"华尔街见闻","summary":"大BUG?","content":"<html><head></head><body><p style=\"text-align: start;\">彭博援引若干用户报告称,(标普道琼斯指数公司的)标普500指数和道琼斯工业平均指数自美东时间10:41开始就没有实时报价。一些主要的股指期货基准的交易也不正常。</p><p>标普道琼斯指数公司称,其网站当前无法访问,正在进行维护。</p><p>另据CNBC,美国芝加哥商业交易所(CME)确认当前没能生成任何指数定价,正设法处置问题。</p><p>不过,媒体称标普500指数和道琼斯指数的期货市场似乎运行正常,个股价格也没有受到影响。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54632824b30fa6e774fe3df6b5d72962\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_wallstreetcn","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>罕见情况!用户称标普500和道指无实时报价,芝商所也出问题</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罕见情况!用户称标普500和道指无实时报价,芝商所也出问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-30 23:34 北京时间 <a href=https://wallstreetcn.com/livenews/2722205><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博援引若干用户报告称,(标普道琼斯指数公司的)标普500指数和道琼斯工业平均指数自美东时间10:41开始就没有实时报价。一些主要的股指期货基准的交易也不正常。标普道琼斯指数公司称,其网站当前无法访问,正在进行维护。另据CNBC,美国芝加哥商业交易所(CME)确认当前没能生成任何指数定价,正设法处置问题。不过,媒体称标普500指数和道琼斯指数的期货市场似乎运行正常,个股价格也没有受到影响。</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2722205\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 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[捂脸]","images":[{"img":"https://static.tigerbbs.com/3029f0443cdf8f7e3f5d9b283f25a8e6","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310813620514824","isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304292222775576,"gmtCreate":1715311595094,"gmtModify":1715311596781,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 下午会被拉起来[财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a> 下午会被拉起来[财迷] [财迷] [财迷] ","text":"$上证指数(000001.SH)$ 下午会被拉起来[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304292222775576","isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303715289014280,"gmtCreate":1715169634723,"gmtModify":1715173079381,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"美联储还有鹰吗[开心][开心]","listText":"美联储还有鹰吗[开心][开心]","text":"美联储还有鹰吗[开心][开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303715289014280","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302989214060768,"gmtCreate":1714978122501,"gmtModify":1714978124584,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"苹果还是个优秀企业,这一点无可厚非。只是近期没有亮点,汽车不做了,重资布局AI,但是AI短期没有盈利预期,等等再说吧","listText":"苹果还是个优秀企业,这一点无可厚非。只是近期没有亮点,汽车不做了,重资布局AI,但是AI短期没有盈利预期,等等再说吧","text":"苹果还是个优秀企业,这一点无可厚非。只是近期没有亮点,汽车不做了,重资布局AI,但是AI短期没有盈利预期,等等再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302989214060768","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301126761005120,"gmtCreate":1714523357048,"gmtModify":1714523358635,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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不敢加了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299553581432912","repostId":"1159472916","repostType":2,"repost":{"id":"1159472916","pubTimestamp":1714144500,"share":"https://www.laohu8.com/m/news/1159472916?lang=&edition=full","pubTime":"2024-04-26 23:15","market":"us","language":"en","title":"Inflation Data Reinforce Powell’s Shift Toward High for Longer","url":"https://stock-news.laohu8.com/highlight/detail?id=1159472916","media":"Bloomberg","summary":"Stubborn price pressures mean first rate cut likely delayedFed’s updated rate forecasts likely to show fewer cuts in ‘24Inflation-adjusted consumer spending grew 0.5% for a second-straight month in Ma","content":"<html><head></head><body><ul style=\"\"><li><p>Stubborn price pressures mean first rate cut likely delayed</p></li><li><p>Fed’s updated rate forecasts likely to show fewer cuts in ‘24</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e961acb5c22759409f452cb9244f18b\" alt=\"Inflation-adjusted consumer spending grew 0.5% for a second-straight month in March.\" title=\"Inflation-adjusted consumer spending grew 0.5% for a second-straight month in March.\" tg-width=\"2000\" tg-height=\"1333\"/><span>Inflation-adjusted consumer spending grew 0.5% for a second-straight month in March.</span></p><p style=\"text-align: start;\">Fresh inflation data released Friday cemented the message from Federal Reserve Chair Jerome Powell last week that high interest rates are here to stay for now.</p><p style=\"text-align: start;\">The Fed’s preferred gauge of underlying inflation climbed 0.3% in March and 2.8% from a year earlier, the same as the prior month. Figures from earlier this year were also revised up slightly, government data showed.</p><p style=\"text-align: start;\">The three-straight months of worrisome inflation data indicate progress toward the central bank’s 2% goal has stalled, and suggest the first interest-rate cut is getting pushed further out. Investors see one to two rate cuts this year, beginning in November, but concerns are growing the Fed may not lower borrowing costs at all in 2024.</p><p style=\"text-align: start;\">“The hot inflation readings through March should write off any rate cuts in the first half of 2024,” said Nationwide Senior Economist Ben Ayers. “There is also a risk that the further economic resilience pushes off any rate declines until 2025, a key downside risk for growth next year.”</p><p>The government data Friday also underscored the strength of the US economy. Inflation-adjusted consumer spending grew 0.5% for a second-straight month in March, matching the strongest advance since the start of 2023.</p><p>Quarterly figures released a day earlier for the core personal consumption expenditures price index, which excludes food and energy, topped forecasts, and sparked concern the March advance would prove even stronger.</p><p style=\"text-align: start;\">“They are willing to sit tight for now because they see policy as already restrictive,” said Kathy Jones, Charles Schwab’s chief fixed-income strategist. But after Thursday’s report, “I think it’s a relief to them that it wasn’t higher.”</p><p style=\"text-align: start;\">Fed officials are widely expected to hold rates at a more than two-decade high when they meet next week. Policymakers will not release updated projections until their gathering in June. But it’s clear the median official may no longer expect three cuts this year, as they did in their March rate forecasts, known as the “dot plot.”</p><p style=\"text-align: start;\">“The balance of risks have shifted squarely to the upside on inflation,” said Derek Tang, an economist with LH Meyer/Monetary Policy Analytics. “Compared to the March dots officials are likely projecting at least one fewer cut this year, which means starting later.”</p><p style=\"text-align: start;\">Powell said last week the Fed was prepared to keep policy restrictive “as long as needed” if price pressures persist.</p><p style=\"text-align: start;\">“The Fed will inevitably sound more hawkish next week than it did in March,” and Powell may reiterate his comments, said James Knightley, chief international economist at ING. “They will still talk of an anticipated moderation, but acknowledge that they really need to see that over a number of months before they can relax.”</p></body></html>","source":"lsy1584095487587","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>Inflation Data Reinforce Powell’s Shift Toward High for Longer</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; 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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\">\nInflation Data Reinforce Powell’s Shift Toward High for Longer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 23:15 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-04-26/inflation-data-reinforce-powell-s-shift-toward-high-for-longer?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stubborn price pressures mean first rate cut likely delayedFed’s updated rate forecasts likely to show fewer cuts in ‘24Inflation-adjusted consumer spending grew 0.5% for a second-straight month in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-26/inflation-data-reinforce-powell-s-shift-toward-high-for-longer?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-26/inflation-data-reinforce-powell-s-shift-toward-high-for-longer?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159472916","content_text":"Stubborn price pressures mean first rate cut likely delayedFed’s updated rate forecasts likely to show fewer cuts in ‘24Inflation-adjusted consumer spending grew 0.5% for a second-straight month in March.Fresh inflation data released Friday cemented the message from Federal Reserve Chair Jerome Powell last week that high interest rates are here to stay for now.The Fed’s preferred gauge of underlying inflation climbed 0.3% in March and 2.8% from a year earlier, the same as the prior month. Figures from earlier this year were also revised up slightly, government data showed.The three-straight months of worrisome inflation data indicate progress toward the central bank’s 2% goal has stalled, and suggest the first interest-rate cut is getting pushed further out. Investors see one to two rate cuts this year, beginning in November, but concerns are growing the Fed may not lower borrowing costs at all in 2024.“The hot inflation readings through March should write off any rate cuts in the first half of 2024,” said Nationwide Senior Economist Ben Ayers. “There is also a risk that the further economic resilience pushes off any rate declines until 2025, a key downside risk for growth next year.”The government data Friday also underscored the strength of the US economy. Inflation-adjusted consumer spending grew 0.5% for a second-straight month in March, matching the strongest advance since the start of 2023.Quarterly figures released a day earlier for the core personal consumption expenditures price index, which excludes food and energy, topped forecasts, and sparked concern the March advance would prove even stronger.“They are willing to sit tight for now because they see policy as already restrictive,” said Kathy Jones, Charles Schwab’s chief fixed-income strategist. But after Thursday’s report, “I think it’s a relief to them that it wasn’t higher.”Fed officials are widely expected to hold rates at a more than two-decade high when they meet next week. Policymakers will not release updated projections until their gathering in June. But it’s clear the median official may no longer expect three cuts this year, as they did in their March rate forecasts, known as the “dot plot.”“The balance of risks have shifted squarely to the upside on inflation,” said Derek Tang, an economist with LH Meyer/Monetary Policy Analytics. “Compared to the March dots officials are likely projecting at least one fewer cut this year, which means starting later.”Powell said last week the Fed was prepared to keep policy restrictive “as long as needed” if price pressures persist.“The Fed will inevitably sound more hawkish next week than it did in March,” and Powell may reiterate his comments, said James Knightley, chief international economist at ING. “They will still talk of an anticipated moderation, but acknowledge that they really need to see that over a number of months before they can relax.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296928904061072,"gmtCreate":1713515807400,"gmtModify":1713516018393,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"别哔哔[开心]快点加嘛[捂脸][捂脸]我想看看银行是怎么爆的[贱笑][贱笑]","listText":"别哔哔[开心]快点加嘛[捂脸][捂脸]我想看看银行是怎么爆的[贱笑][贱笑]","text":"别哔哔[开心]快点加嘛[捂脸][捂脸]我想看看银行是怎么爆的[贱笑][贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296928904061072","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296748451786816,"gmtCreate":1713486096194,"gmtModify":1713486098775,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"别老嚷嚷[开心] [开心] 加100点试试嘛[龇牙] 谁疼谁知道[笑哭] [笑哭] ","listText":"别老嚷嚷[开心] [开心] 加100点试试嘛[龇牙] 谁疼谁知道[笑哭] [笑哭] ","text":"别老嚷嚷[开心] [开心] 加100点试试嘛[龇牙] 谁疼谁知道[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296748451786816","repostId":"2428525909","repostType":2,"repost":{"id":"2428525909","pubTimestamp":1713477600,"share":"https://www.laohu8.com/m/news/2428525909?lang=&edition=full","pubTime":"2024-04-19 06:00","market":"hk","language":"zh","title":"隔夜美股 | 加息声四起 标普、纳指连续第五日下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2428525909","media":"智通财经","summary":"智通财经获悉,周四,三大指数涨跌不一,标普500指数与纳指连续第五个交易日收跌。美国3月成屋销售下滑,价格上涨。美国房产经纪协会NAR周四公布,3月成屋销售总数年化为419万户,下降4.3%。他表示,目前美联储的立场是限制性的立场,这将使经济放缓,并最终使通胀降至2%。美国货基规模创下2008年以来最大降幅 受纳税日影响。Investment Company Institute的数据显示,截至4月17日当周,约1,120亿美元流出美国货币市场基金。","content":"<html><body><p>智通财经获悉,周四,三大指数涨跌不一,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数与纳指连续第五个交易日收跌。经济数据和美联储官员的言论表明,央行近期不太可能降息。</p><p><strong>【美股】</strong>截至收盘,道指收涨24.90点,涨幅为0.06%,报37778.21点;纳指跌81.87点,跌幅为0.52%,报15601.50点;标普500指数跌11.00点,跌幅为0.22%,报5011.21点。<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)跌4.8%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)跌1.8%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)跌3.5%。</p><p><strong>【欧股】</strong>欧股主要指数收涨,德国DAX30指数涨0.38%,法国CAC40指数涨0.52%,欧洲斯托克50指数涨0.46%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.37%。</p><p><strong>【亚太股市】</strong>日经225指数涨0.31%,印尼雅加达综合指数涨0.62%,越南VN30指数跌1.78%,新加坡海峡时报指数涨1.05%。</p><p><strong>【加密货币】</strong>比特币涨近4%,报63667.1美元/枚;以太坊涨超3%,报3072.35美元/枚。</p><p><strong>【黄金】</strong>COMEX黄金期货收涨0.25%,报2394.4美元/盎司;COMEX白银期货跌0.28%,报28.32美元/盎司。</p><p><strong>【原油】</strong>美国WTI原油期货价格周四小幅收高。随着对以色列和伊朗之间爆发战争的担忧下降,交易商重返原油市场。纽约商品交易所5月交割的西德州中质原油(WTI)期货价格收涨0.04美元,涨幅0.05%,收于每桶82.73美元。</p><p><strong>【金属】</strong>伦敦金属多数收涨,伦铝涨超1%,<span>伦镍、</span>伦铜涨超1.7%;伦锌跌0.74%。</p><p><strong>【宏观消息】</strong></p><p><strong>美国上周初请失业金人数保持在低位。</strong>美国上周初请失业金人数维持在较低水平,表明劳动力市场持续强劲。美国劳工部周四表示,上周初请失业金人数为21.2万人,与上次统计接近持平。今年以来,初请人数一直在19.4万至22.5万之间徘徊。劳动力市场强劲加上通胀高企,导致金融市场和一些经济学家预计美联储可能推迟到9月份才降息,一些经济学家甚至怀疑今年是否会降息。上周续请人数增加了2000人,达到181.2万人。尽管从历史标准来看仍处于较低水平,但续请失业救济人数略有上升表明,一些失业工人可能需要更长的时间才能找到新工作。</p><p><strong>美国30年期抵押贷款利率今年以来首次升至7.1%。</strong>美国抵押贷款利率今年以来首次超过7%。房地产周四公布,30年期抵押贷款固定利率平均为7.1%,高于上周的6.88%。根据<a href=\"https://laohu8.com/S/RDFN\">Redfin Corp</a>的数据,不断上升的借贷成本和高房价令购房者每月在住房上的支出中值达到纪录最高水平。住宅销售也受到影响,根据全美房地产经纪人协会的数据,3月份二手房销量环比减少4.3%。美联储主席鲍威尔本周早些时候暗示央行可能会等待更长时间才会降息。</p><p><strong>美国3月成屋销售下滑,价格上涨。</strong>美国3月成屋销售下滑,因利率和房价上升令买家离场。美国房产经纪协会NAR周四公布,3月成屋销售总数年化为419万户,下降4.3%。占房屋销售很大一部分的转售3月同比下降3.7%。NAR首席经济学家Lawrence Yun表示,“尽管成屋销售从周期性低点反弹,但由于利率没有任何重大变动,销售停滞不前。”房地美数据显示,30年期固定利率抵押贷款的平均利率已升至7%,因为有关劳动力市场和通胀的强劲报告表明,美联储可能会推迟今年的降息计划。尽管供应有所改善,但3月成屋价格中位数较上年同期上涨4.8%,至393,500美元,这是三月房价的最高纪录。</p><p><strong>美联储<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>:降息不紧迫,若数据支持则可能加息。</strong>纽约联储主席威廉姆斯今日表示,不急于降息,降息时机将由经济数据决定。他说:“货币政策处于良好状态。我们的利率水平正逐步推动实现目标。所以我绝对不觉得有降息的迫切性。”市场对美联储的降息预期本周进一步下降,此前鲍威尔暗示政策制定者将等待比此前预期更长时间的降息。威廉姆斯周四还表示,加息不是他的基本预期,不过如果经济数据保证达到美联储的通胀目标,加息仍有可能。本周早些时候,他在接受采访时说,如果通胀继续逐步下降,美联储可能会在今年开始降低利率。</p><p><strong>博斯蒂克:美联储可以保持耐心,年底前不太可能降息。</strong>亚特兰大联储主席博斯蒂克表示,他对保持利率稳定感到满意,并重申他认为在年底之前降低借贷成本是不合适的。博斯蒂克称,他仍然相信通胀正朝着央行2%的目标前进,但他指出,这条道路可能比人们预期的要慢。他此前曾表示,预计今年美联储只会降息一次。博斯蒂克认为,通胀率太高了,需要把它降到2%的目标。他很乐意保持耐心。此外他表示,他将继续关注就业增长和经通胀调整后的工资增长。他表示,目前美联储的立场是限制性的立场,这将使经济放缓,并最终使通胀降至2%。但如果其他所有这些好事都在发生,他不会急着去(目的地)那里。</p><p><strong>卡什卡利:美联储今年有可能按兵不动。</strong>明尼阿波利斯联储主席卡什卡利表示,美联储在降息之前,需要获得对通胀正在下降的更多信心,并可能将降息推迟到2024年之后。在被问及鉴于近期通胀数据意外上扬,今年是否适宜维持利率不变时,卡什卡利表示\"有可能\"。他说:“我认为,我们需要观望,耐心等待,直到我们确信通胀正在回落至2%。”卡什卡利近年来一直是美联储较为鹰派的政策制定者之一。他今年对利率决定没有投票权。</p><p><strong>美国货基规模创下2008年以来最大降幅 受纳税日影响。</strong>美国货币市场基金资产规模创2008年以来的最大降幅,主要原因是随着缴税日到来,机构资金撤离。Investment Company Institute的数据显示,截至4月17日当周,约1,120亿美元流出美国货币市场基金。总资产从前一周的6.08万亿美元降至5.97万亿美元。美国财政部数据显示,4月11日至17日,已收公司税1,007亿美元。</p><p><strong>【个股消息】</strong></p><p><strong>Meta(META.US)推出用于支持聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>的最新人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>模型Llama 3。</strong>Meta推出了其强大的新版本Llama人工智能模型,这是该公司最新的努力,旨在与OpenAI和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等公司的类似技术保持同步。周四发布的“Llama 3”是去年夏天Meta发布的人工智能模型的升级版。Meta正在使用Llama 3来运行自己的应用内人工智能助手MetaAI,该助手存在于Facebook、WhatsApp和Meta的Ray-Ban智能眼镜等多款产品中。该公司表示,MetaAI助手也将在周四为用户更新。</p><p><strong>谷歌(GOOG.US,GOOGL.US)对人工智能团队进行结构调整以加快进展。</strong>据周四发给员工的一份通知,谷歌表示正在对其人工智能团队进行结构性改革,以简化和加快开发。谷歌计划整合专注于跨研究部门和谷歌DeepMind构建模型的团队。所有这些工作现在都将归属于谷歌DeepMind,并会扩大公司的能力,为用户、合作伙伴和客户提供强大的人工智能。它会将负责的人工智能研究团队转移到谷歌DeepMind,“以便更接近模型建立和扩展的地方”。首席执行官皮查伊表示,他“很高兴能在下周四的财报电话会议上展示更多进展”。</p><p><strong>特斯拉(TSLA.US)看涨者警告:放弃廉价汽车将“改变看涨论点”。</strong>华尔街一位著名的特斯拉投资者警告称,如果马斯克放弃长期以来向大众推出低成本汽车的努力,他的看涨前景将处于危险之中。这家电动汽车制造商的前景受到质疑,本周其市值跌破5000亿美元,这是一年多前的水平。最近有报道称,特斯拉可能会放弃推出平价汽车的目标,转而将资源转移到开发自动驾驶出租车上,这让基金经理,特斯拉大多头之一David Baron感到沮丧。尽管这与Baron基本预测相去甚远,而且马斯克也否认上述消息,但这位基金经理警告,如果特斯拉计划出现任何转圜,在没有新的成长来源情况下,该股展望恐遭到逆转。</p><p><strong><a href=\"https://laohu8.com/S/BA\">波音</a>(BA.US)瞄准低空经济,计划2030年将飞行汽车带到亚洲。</strong>据报道,波音计划到2030年在亚洲开展飞行汽车业务,以满足该地区交通拥堵的城市对飞行汽车所能提供的快速出行的需求。波音首席技术官Todd Citron在接受日经采访时透露了这一计划。该公司正在其子公司Wisk Aero开发电动垂直起降(eVTOL)飞行器。该飞行器将采用自主技术,这在eVTOL飞行器中是罕见的。该公司计划首先在美国获得认证,然后再扩展到亚洲。亚洲业务的细节将在未来敲定,包括波音是将飞行器出售给旨在提供eVTOL运输服务的公司,还是自己运营该服务。目前它正在考虑首先进入日本等亚洲国家。波音目前在日本拥有来自12个国家的27名研发人员,并计划在未来将这一数字增加到50人左右。</p><p><strong>【大行评级】</strong></p><p>德银:将特斯拉(TSLA.US)目标价从189美元下调至123美元</p></body></html>","source":"stock_zhitongcaijing","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>隔夜美股 | 加息声四起 标普、纳指连续第五日下跌</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隔夜美股 | 加息声四起 标普、纳指连续第五日下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 06:00 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1105089.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉,周四,三大指数涨跌不一,标普500指数与纳指连续第五个交易日收跌。经济数据和美联储官员的言论表明,央行近期不太可能降息。【美股】截至收盘,道指收涨24.90点,涨幅为0.06%,报37778.21点;纳指跌81.87点,跌幅为0.52%,报15601.50点;标普500指数跌11.00点,跌幅为0.22%,报5011.21点。台积电(TSM.US)跌4.8%,微软(MSFT.US)跌...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1105089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓","BK4588":"碎股","BK4581":"高盛持仓","BK4585":"ETF&股票定投概念","03086":"华夏纳指","PSQ":"纳指反向ETF","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","BK4593":"纳斯达克ETF","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","BK1147":"投资银行业与经纪业"},"source_url":"http://www.zhitongcaijing.com/content/detail/1105089.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428525909","content_text":"智通财经获悉,周四,三大指数涨跌不一,标普500指数与纳指连续第五个交易日收跌。经济数据和美联储官员的言论表明,央行近期不太可能降息。【美股】截至收盘,道指收涨24.90点,涨幅为0.06%,报37778.21点;纳指跌81.87点,跌幅为0.52%,报15601.50点;标普500指数跌11.00点,跌幅为0.22%,报5011.21点。台积电(TSM.US)跌4.8%,微软(MSFT.US)跌1.8%,特斯拉(TSLA.US)跌3.5%。【欧股】欧股主要指数收涨,德国DAX30指数涨0.38%,法国CAC40指数涨0.52%,欧洲斯托克50指数涨0.46%,英国富时100指数涨0.37%。【亚太股市】日经225指数涨0.31%,印尼雅加达综合指数涨0.62%,越南VN30指数跌1.78%,新加坡海峡时报指数涨1.05%。【加密货币】比特币涨近4%,报63667.1美元/枚;以太坊涨超3%,报3072.35美元/枚。【黄金】COMEX黄金期货收涨0.25%,报2394.4美元/盎司;COMEX白银期货跌0.28%,报28.32美元/盎司。【原油】美国WTI原油期货价格周四小幅收高。随着对以色列和伊朗之间爆发战争的担忧下降,交易商重返原油市场。纽约商品交易所5月交割的西德州中质原油(WTI)期货价格收涨0.04美元,涨幅0.05%,收于每桶82.73美元。【金属】伦敦金属多数收涨,伦铝涨超1%,伦镍、伦铜涨超1.7%;伦锌跌0.74%。【宏观消息】美国上周初请失业金人数保持在低位。美国上周初请失业金人数维持在较低水平,表明劳动力市场持续强劲。美国劳工部周四表示,上周初请失业金人数为21.2万人,与上次统计接近持平。今年以来,初请人数一直在19.4万至22.5万之间徘徊。劳动力市场强劲加上通胀高企,导致金融市场和一些经济学家预计美联储可能推迟到9月份才降息,一些经济学家甚至怀疑今年是否会降息。上周续请人数增加了2000人,达到181.2万人。尽管从历史标准来看仍处于较低水平,但续请失业救济人数略有上升表明,一些失业工人可能需要更长的时间才能找到新工作。美国30年期抵押贷款利率今年以来首次升至7.1%。美国抵押贷款利率今年以来首次超过7%。房地产周四公布,30年期抵押贷款固定利率平均为7.1%,高于上周的6.88%。根据Redfin Corp的数据,不断上升的借贷成本和高房价令购房者每月在住房上的支出中值达到纪录最高水平。住宅销售也受到影响,根据全美房地产经纪人协会的数据,3月份二手房销量环比减少4.3%。美联储主席鲍威尔本周早些时候暗示央行可能会等待更长时间才会降息。美国3月成屋销售下滑,价格上涨。美国3月成屋销售下滑,因利率和房价上升令买家离场。美国房产经纪协会NAR周四公布,3月成屋销售总数年化为419万户,下降4.3%。占房屋销售很大一部分的转售3月同比下降3.7%。NAR首席经济学家Lawrence Yun表示,“尽管成屋销售从周期性低点反弹,但由于利率没有任何重大变动,销售停滞不前。”房地美数据显示,30年期固定利率抵押贷款的平均利率已升至7%,因为有关劳动力市场和通胀的强劲报告表明,美联储可能会推迟今年的降息计划。尽管供应有所改善,但3月成屋价格中位数较上年同期上涨4.8%,至393,500美元,这是三月房价的最高纪录。美联储威廉姆斯:降息不紧迫,若数据支持则可能加息。纽约联储主席威廉姆斯今日表示,不急于降息,降息时机将由经济数据决定。他说:“货币政策处于良好状态。我们的利率水平正逐步推动实现目标。所以我绝对不觉得有降息的迫切性。”市场对美联储的降息预期本周进一步下降,此前鲍威尔暗示政策制定者将等待比此前预期更长时间的降息。威廉姆斯周四还表示,加息不是他的基本预期,不过如果经济数据保证达到美联储的通胀目标,加息仍有可能。本周早些时候,他在接受采访时说,如果通胀继续逐步下降,美联储可能会在今年开始降低利率。博斯蒂克:美联储可以保持耐心,年底前不太可能降息。亚特兰大联储主席博斯蒂克表示,他对保持利率稳定感到满意,并重申他认为在年底之前降低借贷成本是不合适的。博斯蒂克称,他仍然相信通胀正朝着央行2%的目标前进,但他指出,这条道路可能比人们预期的要慢。他此前曾表示,预计今年美联储只会降息一次。博斯蒂克认为,通胀率太高了,需要把它降到2%的目标。他很乐意保持耐心。此外他表示,他将继续关注就业增长和经通胀调整后的工资增长。他表示,目前美联储的立场是限制性的立场,这将使经济放缓,并最终使通胀降至2%。但如果其他所有这些好事都在发生,他不会急着去(目的地)那里。卡什卡利:美联储今年有可能按兵不动。明尼阿波利斯联储主席卡什卡利表示,美联储在降息之前,需要获得对通胀正在下降的更多信心,并可能将降息推迟到2024年之后。在被问及鉴于近期通胀数据意外上扬,今年是否适宜维持利率不变时,卡什卡利表示\"有可能\"。他说:“我认为,我们需要观望,耐心等待,直到我们确信通胀正在回落至2%。”卡什卡利近年来一直是美联储较为鹰派的政策制定者之一。他今年对利率决定没有投票权。美国货基规模创下2008年以来最大降幅 受纳税日影响。美国货币市场基金资产规模创2008年以来的最大降幅,主要原因是随着缴税日到来,机构资金撤离。Investment Company Institute的数据显示,截至4月17日当周,约1,120亿美元流出美国货币市场基金。总资产从前一周的6.08万亿美元降至5.97万亿美元。美国财政部数据显示,4月11日至17日,已收公司税1,007亿美元。【个股消息】Meta(META.US)推出用于支持聊天机器人的最新人工智能模型Llama 3。Meta推出了其强大的新版本Llama人工智能模型,这是该公司最新的努力,旨在与OpenAI和谷歌等公司的类似技术保持同步。周四发布的“Llama 3”是去年夏天Meta发布的人工智能模型的升级版。Meta正在使用Llama 3来运行自己的应用内人工智能助手MetaAI,该助手存在于Facebook、WhatsApp和Meta的Ray-Ban智能眼镜等多款产品中。该公司表示,MetaAI助手也将在周四为用户更新。谷歌(GOOG.US,GOOGL.US)对人工智能团队进行结构调整以加快进展。据周四发给员工的一份通知,谷歌表示正在对其人工智能团队进行结构性改革,以简化和加快开发。谷歌计划整合专注于跨研究部门和谷歌DeepMind构建模型的团队。所有这些工作现在都将归属于谷歌DeepMind,并会扩大公司的能力,为用户、合作伙伴和客户提供强大的人工智能。它会将负责的人工智能研究团队转移到谷歌DeepMind,“以便更接近模型建立和扩展的地方”。首席执行官皮查伊表示,他“很高兴能在下周四的财报电话会议上展示更多进展”。特斯拉(TSLA.US)看涨者警告:放弃廉价汽车将“改变看涨论点”。华尔街一位著名的特斯拉投资者警告称,如果马斯克放弃长期以来向大众推出低成本汽车的努力,他的看涨前景将处于危险之中。这家电动汽车制造商的前景受到质疑,本周其市值跌破5000亿美元,这是一年多前的水平。最近有报道称,特斯拉可能会放弃推出平价汽车的目标,转而将资源转移到开发自动驾驶出租车上,这让基金经理,特斯拉大多头之一David Baron感到沮丧。尽管这与Baron基本预测相去甚远,而且马斯克也否认上述消息,但这位基金经理警告,如果特斯拉计划出现任何转圜,在没有新的成长来源情况下,该股展望恐遭到逆转。波音(BA.US)瞄准低空经济,计划2030年将飞行汽车带到亚洲。据报道,波音计划到2030年在亚洲开展飞行汽车业务,以满足该地区交通拥堵的城市对飞行汽车所能提供的快速出行的需求。波音首席技术官Todd Citron在接受日经采访时透露了这一计划。该公司正在其子公司Wisk Aero开发电动垂直起降(eVTOL)飞行器。该飞行器将采用自主技术,这在eVTOL飞行器中是罕见的。该公司计划首先在美国获得认证,然后再扩展到亚洲。亚洲业务的细节将在未来敲定,包括波音是将飞行器出售给旨在提供eVTOL运输服务的公司,还是自己运营该服务。目前它正在考虑首先进入日本等亚洲国家。波音目前在日本拥有来自12个国家的27名研发人员,并计划在未来将这一数字增加到50人左右。【大行评级】德银:将特斯拉(TSLA.US)目标价从189美元下调至123美元","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296554358104312,"gmtCreate":1713438654301,"gmtModify":1713438656137,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这是要完[惊讶] ","listText":"这是要完[惊讶] ","text":"这是要完[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296554358104312","repostId":"2428550111","repostType":4,"repost":{"id":"2428550111","pubTimestamp":1713432527,"share":"https://www.laohu8.com/m/news/2428550111?lang=&edition=full","pubTime":"2024-04-18 17:28","market":"us","language":"zh","title":"市场消息:蔚来已开始向中国团队通报第二轮裁员事宜","url":"https://stock-news.laohu8.com/highlight/detail?id=2428550111","media":"智通财经","summary":"蔚来中国人力资源部门将在未来几天召开会议但不确定裁员的程度或具体条款。","content":"<html><head></head><body><p>据报道,蔚来已开始向中国团队通报第二轮裁员事宜,以应对市场压力和销量下降。公司人力资源部门将在未来几天召开会议,但不确定裁员的程度及具体条款。</p><p>据此前报道,去年11月份李斌发布全员信表示公司人员将优化10%,并且三年内不提升财务表现的项目将被推迟和削减,以确保长期竞争力。而在12月份又有媒体报道蔚来将扩大裁员比例,对此蔚来方面曾表示没有进一步裁员计划。</p></body></html>","source":"live_zhitongcaijing","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>市场消息:蔚来已开始向中国团队通报第二轮裁员事宜</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市场消息:蔚来已开始向中国团队通报第二轮裁员事宜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 17:28 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道,蔚来已开始向中国团队通报第二轮裁员事宜,以应对市场压力和销量下降。公司人力资源部门将在未来几天召开会议,但不确定裁员的程度及具体条款。据此前报道,去年11月份李斌发布全员信表示公司人员将优化10%,并且三年内不提升财务表现的项目将被推迟和削减,以确保长期竞争力。而在12月份又有媒体报道蔚来将扩大裁员比例,对此蔚来方面曾表示没有进一步裁员计划。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2428550111","content_text":"据报道,蔚来已开始向中国团队通报第二轮裁员事宜,以应对市场压力和销量下降。公司人力资源部门将在未来几天召开会议,但不确定裁员的程度及具体条款。据此前报道,去年11月份李斌发布全员信表示公司人员将优化10%,并且三年内不提升财务表现的项目将被推迟和削减,以确保长期竞争力。而在12月份又有媒体报道蔚来将扩大裁员比例,对此蔚来方面曾表示没有进一步裁员计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296458787004440,"gmtCreate":1713415344309,"gmtModify":1713415347104,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一起大幅抛售美债就行[开心] 比比谁更难受 ☹️","listText":"一起大幅抛售美债就行[开心] 比比谁更难受 ☹️","text":"一起大幅抛售美债就行[开心] 比比谁更难受 ☹️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/296458787004440","repostId":"2428797323","repostType":4,"repost":{"id":"2428797323","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1713399600,"share":"https://www.laohu8.com/m/news/2428797323?lang=&edition=full","pubTime":"2024-04-18 08:20","market":"hk","language":"zh","title":"重磅!货币战争,开打!影响多大?","url":"https://stock-news.laohu8.com/highlight/detail?id=2428797323","media":"券商中国","summary":"包括日、韩在内的亚洲国家货币遭遇巨大贬值压力。","content":"<html><head></head><body><p>突然掀起“货币保卫战”。</p><p>在强势美元的“攻势”下,亚洲货币正在面临一场大风暴。包括日、韩在内的亚洲国家货币遭遇巨大贬值压力。其中,美元兑韩元一度升至1400的关键整数位,创下2022年10月以来新高;美元兑日元曾一度触及154.78,连续第四个交易日创1990年来新高。</p><p><strong>与此同时,印度卢比、印尼盾、越南盾、菲律宾比索等亚洲国家的货币,也都承受着新一轮的抛售潮。值得一提的是,在这一波美元升值的窗口期,人民币兑美元的汇率相对保持稳定。</strong></p><p>面对来势汹汹的贬值潮,各国央行纷纷紧急行动。4月17日,日韩官员同时对外汇市场进行口头干预;印尼央行甚至直接下场,通过出售高收益证券并买入印尼盾以抑制本币跌幅。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Danny Suwanapruti在最新发布的报告中指出,美元的强势走势正主导亚洲货币。国际货币基金组织(IMF)发布的报告显示,若美元汇率上涨10%,一年后新兴国家实际国内生产总值(GDP)将下滑1.9%,对经济的负面影响将持续两年以上。</p><p><strong>美元突袭</strong></p><p>受美联储主席鲍威尔的“鹰派”讲话刺激,当地时间4月16日,<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>再度狂飙,一度涨至106.5上方,连续三日创五个月来新高。</p><p><img src=\"https://static.tigerbbs.com/8b692ebfcfff4a799ee19ab6d6973b18\" alt=\"\"/>在强势美元的重压之下,包括日、韩在内的亚洲国家货币正遭遇巨大贬值压力。其中,美元兑韩元一度升至1400的关键整数位,创下2022年10月以来新高;美元兑日元曾一度触及154.78,连续第四个交易日创1990年来新高。</p><p><img src=\"https://static.tigerbbs.com/2b5d03bd6ffe4ba994a8a7f5380094d1\" alt=\"\"/>与此同时,印度卢比、印尼盾、越南盾、菲律宾比索等亚洲国家的货币,也都承受着新一轮的抛售潮。</p><p>其中,印尼盾为跌幅最为猛烈的亚洲货币之一,4月16日一度重挫逾2%,跌至四年低点;4月16日,美元兑越南盾日内一度触及25295,创纪录新高;4月17日,菲律宾比索自2022年末以来首次跌破57比索这一关键水平,加剧该国央行干预货币市场压力;印度卢比持续下行,截至发稿,美元兑印度卢比汇率报83.69,已位于历史高位。</p><p><img src=\"https://static.tigerbbs.com/6211ca22601d49a1b0afce619b2f05d8\" alt=\"\"/>值得一提的是,这一波美元升值的窗口期,人民币兑美元的汇率相对保持稳定,今年4月整体维持窄幅震荡,现报7.2548。</p><p><strong>“货币战”爆发</strong></p><p>面对来势汹汹的贬值潮,各国央行纷纷紧急行动。</p><p>4月17日,日韩官员继续对外汇市场进行口头干预。</p><p>日本财务大臣铃木俊一、韩国财政部长崔相穆在华盛顿会面后共同表示,他们对日元和韩元近期大幅贬值表示“严重关切”,并且“准备采取措施防止货币市场的过度波动”。</p><p>在美元兑韩元汇率触及1400关口时,韩国财政部国际金融局局长和韩国央行国际司司长联合发表声明称,外汇当局正密切关注汇率走势,外汇市场供需动态,以及其他因素,并保持高度警惕。“外汇市场过度单边波动,对于韩国经济而言不可取。”</p><p>4月17日,韩国央行行长李昌镛表示,近期韩元的疲软走势略显过头,针对汇率波动问题,韩国央行有工具来采取行动。李昌镛在接受媒体采访时表示,央行随时准备采取稳定措施,并拥有足够的资源这么做。</p><p>受韩国监管层喊话影响,美元兑韩元有所下滑,截至发稿,日内跌0.49%至1382.63。</p><p>美东时间4月17日晚些时候,韩国、日本和美国的财政领导人将于华盛顿举行首次三边会议。而汇率稳定预计也将是他们讨论的重点话题之一。</p><p><strong>与此同时,亚洲其他国家央行也纷纷行动。</strong></p><p>其中,泰国央行也试图通过言论干预来推高泰铢,泰国央行近期表示,将继续密切关注外汇市场的波动。</p><p>相较于日本、韩国、 泰国的口头干预,印尼央行直接下场,通过出售高收益证券并买入印尼盾以抑制本币跌幅。印尼央行称,将干预现汇市场和国内无本金交割远期外汇(NDF)市场,始终在市场上维护印尼盾稳定。</p><p>另外,有分析人士指出,考虑到印度的外汇储备处于历史最高水平,印度央行可能会利用这一弹药来遏制任何形式的过度波动。</p><p>高盛预计,在货币大幅贬值的当下,最积极捍卫本币疲软的两家央行是印尼、菲律宾央行,因为这两个国家为经常账户赤字、通胀率较高且外债水平较高的经济体,本币大幅贬值可能对经济稳定构成更大风险,而出口导向型经济体、通胀率低且经常账户盈余(韩国和泰国)将更能容忍货币疲软。</p><p>高盛认为,印尼央行甚至愿意进一步加息以维持印尼盾的稳定。</p><p><strong>影响多大?</strong></p><p>国际货币基金组织(IMF)发布的报告显示,美元走强将导致这些经济体资本外流、进口价格上涨、金融环境收紧等。若美元汇率上涨10%,则一年后新兴国家实际国内生产总值(GDP)将下滑1.9%,对经济的负面影响将持续两年以上。</p><p>高盛分析师Danny Suwanapruti在最新发布的报告中指出,美元的强势走势正主导亚洲货币。亚洲经济增速最近几个月回升,通胀放缓,宏观政策收紧本应进一步支持本国货币,但主导宏观市场的主题是美联储政策路径,及其对美国基准利率和美元的影响。</p><p>高盛认为,当前对美联储降息的预期与今年年初形成鲜明对比,为美元进一步上行打开空间,在美元上行之时,韩元、马来西亚林吉特、印尼盾最为敏感,如果美元继续上涨,这些货币贬值风险最大,印度卢比的敏感性降低。</p><p>其实,从客观环境来看,亚洲的多数经济体通胀回落,为各国央行降息创造了条件,但迫于货币贬值压力,新兴市场央行不敢“贸然行动”。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出,若亚洲央行先美联储一步降息,货币将进一步承受贬值压力,可能给通胀造成上行压力,因此,预计亚洲各央行将等待美联储在6月开始降息(美国经济团队的基准假设情境),后再开始行动。</p><p>高盛预计,如果美元进一步上行,那么美元兑韩元将向2022年10月的1441高点靠拢,美元兑泰铢将向2022年9月的38.37高点靠拢。值得注意的是,美元兑印度卢比和美元兑马来西亚林吉特已经非常接近此前的历史高点,预计这些货币未来将进一步疲软。</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>重磅!货币战争,开打!影响多大?</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重磅!货币战争,开打!影响多大?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-04-18 08:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>突然掀起“货币保卫战”。</p><p>在强势美元的“攻势”下,亚洲货币正在面临一场大风暴。包括日、韩在内的亚洲国家货币遭遇巨大贬值压力。其中,美元兑韩元一度升至1400的关键整数位,创下2022年10月以来新高;美元兑日元曾一度触及154.78,连续第四个交易日创1990年来新高。</p><p><strong>与此同时,印度卢比、印尼盾、越南盾、菲律宾比索等亚洲国家的货币,也都承受着新一轮的抛售潮。值得一提的是,在这一波美元升值的窗口期,人民币兑美元的汇率相对保持稳定。</strong></p><p>面对来势汹汹的贬值潮,各国央行纷纷紧急行动。4月17日,日韩官员同时对外汇市场进行口头干预;印尼央行甚至直接下场,通过出售高收益证券并买入印尼盾以抑制本币跌幅。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师Danny Suwanapruti在最新发布的报告中指出,美元的强势走势正主导亚洲货币。国际货币基金组织(IMF)发布的报告显示,若美元汇率上涨10%,一年后新兴国家实际国内生产总值(GDP)将下滑1.9%,对经济的负面影响将持续两年以上。</p><p><strong>美元突袭</strong></p><p>受美联储主席鲍威尔的“鹰派”讲话刺激,当地时间4月16日,<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>再度狂飙,一度涨至106.5上方,连续三日创五个月来新高。</p><p><img src=\"https://static.tigerbbs.com/8b692ebfcfff4a799ee19ab6d6973b18\" alt=\"\"/>在强势美元的重压之下,包括日、韩在内的亚洲国家货币正遭遇巨大贬值压力。其中,美元兑韩元一度升至1400的关键整数位,创下2022年10月以来新高;美元兑日元曾一度触及154.78,连续第四个交易日创1990年来新高。</p><p><img src=\"https://static.tigerbbs.com/2b5d03bd6ffe4ba994a8a7f5380094d1\" alt=\"\"/>与此同时,印度卢比、印尼盾、越南盾、菲律宾比索等亚洲国家的货币,也都承受着新一轮的抛售潮。</p><p>其中,印尼盾为跌幅最为猛烈的亚洲货币之一,4月16日一度重挫逾2%,跌至四年低点;4月16日,美元兑越南盾日内一度触及25295,创纪录新高;4月17日,菲律宾比索自2022年末以来首次跌破57比索这一关键水平,加剧该国央行干预货币市场压力;印度卢比持续下行,截至发稿,美元兑印度卢比汇率报83.69,已位于历史高位。</p><p><img src=\"https://static.tigerbbs.com/6211ca22601d49a1b0afce619b2f05d8\" alt=\"\"/>值得一提的是,这一波美元升值的窗口期,人民币兑美元的汇率相对保持稳定,今年4月整体维持窄幅震荡,现报7.2548。</p><p><strong>“货币战”爆发</strong></p><p>面对来势汹汹的贬值潮,各国央行纷纷紧急行动。</p><p>4月17日,日韩官员继续对外汇市场进行口头干预。</p><p>日本财务大臣铃木俊一、韩国财政部长崔相穆在华盛顿会面后共同表示,他们对日元和韩元近期大幅贬值表示“严重关切”,并且“准备采取措施防止货币市场的过度波动”。</p><p>在美元兑韩元汇率触及1400关口时,韩国财政部国际金融局局长和韩国央行国际司司长联合发表声明称,外汇当局正密切关注汇率走势,外汇市场供需动态,以及其他因素,并保持高度警惕。“外汇市场过度单边波动,对于韩国经济而言不可取。”</p><p>4月17日,韩国央行行长李昌镛表示,近期韩元的疲软走势略显过头,针对汇率波动问题,韩国央行有工具来采取行动。李昌镛在接受媒体采访时表示,央行随时准备采取稳定措施,并拥有足够的资源这么做。</p><p>受韩国监管层喊话影响,美元兑韩元有所下滑,截至发稿,日内跌0.49%至1382.63。</p><p>美东时间4月17日晚些时候,韩国、日本和美国的财政领导人将于华盛顿举行首次三边会议。而汇率稳定预计也将是他们讨论的重点话题之一。</p><p><strong>与此同时,亚洲其他国家央行也纷纷行动。</strong></p><p>其中,泰国央行也试图通过言论干预来推高泰铢,泰国央行近期表示,将继续密切关注外汇市场的波动。</p><p>相较于日本、韩国、 泰国的口头干预,印尼央行直接下场,通过出售高收益证券并买入印尼盾以抑制本币跌幅。印尼央行称,将干预现汇市场和国内无本金交割远期外汇(NDF)市场,始终在市场上维护印尼盾稳定。</p><p>另外,有分析人士指出,考虑到印度的外汇储备处于历史最高水平,印度央行可能会利用这一弹药来遏制任何形式的过度波动。</p><p>高盛预计,在货币大幅贬值的当下,最积极捍卫本币疲软的两家央行是印尼、菲律宾央行,因为这两个国家为经常账户赤字、通胀率较高且外债水平较高的经济体,本币大幅贬值可能对经济稳定构成更大风险,而出口导向型经济体、通胀率低且经常账户盈余(韩国和泰国)将更能容忍货币疲软。</p><p>高盛认为,印尼央行甚至愿意进一步加息以维持印尼盾的稳定。</p><p><strong>影响多大?</strong></p><p>国际货币基金组织(IMF)发布的报告显示,美元走强将导致这些经济体资本外流、进口价格上涨、金融环境收紧等。若美元汇率上涨10%,则一年后新兴国家实际国内生产总值(GDP)将下滑1.9%,对经济的负面影响将持续两年以上。</p><p>高盛分析师Danny Suwanapruti在最新发布的报告中指出,美元的强势走势正主导亚洲货币。亚洲经济增速最近几个月回升,通胀放缓,宏观政策收紧本应进一步支持本国货币,但主导宏观市场的主题是美联储政策路径,及其对美国基准利率和美元的影响。</p><p>高盛认为,当前对美联储降息的预期与今年年初形成鲜明对比,为美元进一步上行打开空间,在美元上行之时,韩元、马来西亚林吉特、印尼盾最为敏感,如果美元继续上涨,这些货币贬值风险最大,印度卢比的敏感性降低。</p><p>其实,从客观环境来看,亚洲的多数经济体通胀回落,为各国央行降息创造了条件,但迫于货币贬值压力,新兴市场央行不敢“贸然行动”。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出,若亚洲央行先美联储一步降息,货币将进一步承受贬值压力,可能给通胀造成上行压力,因此,预计亚洲各央行将等待美联储在6月开始降息(美国经济团队的基准假设情境),后再开始行动。</p><p>高盛预计,如果美元进一步上行,那么美元兑韩元将向2022年10月的1441高点靠拢,美元兑泰铢将向2022年9月的38.37高点靠拢。值得注意的是,美元兑印度卢比和美元兑马来西亚林吉特已经非常接近此前的历史高点,预计这些货币未来将进一步疲软。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef91933436b541fcb9828fc062a8388c","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA3NjM5MjIwOQ==&mid=2652146163&idx=1&sn=a0188749dbbc28bba3532aa15d4e54c9&chksm=85232e962b926f47487fff1ddea64db68f0ec551e681b5b5cec45438f21b7f5ca5b443f13741&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428797323","content_text":"突然掀起“货币保卫战”。在强势美元的“攻势”下,亚洲货币正在面临一场大风暴。包括日、韩在内的亚洲国家货币遭遇巨大贬值压力。其中,美元兑韩元一度升至1400的关键整数位,创下2022年10月以来新高;美元兑日元曾一度触及154.78,连续第四个交易日创1990年来新高。与此同时,印度卢比、印尼盾、越南盾、菲律宾比索等亚洲国家的货币,也都承受着新一轮的抛售潮。值得一提的是,在这一波美元升值的窗口期,人民币兑美元的汇率相对保持稳定。面对来势汹汹的贬值潮,各国央行纷纷紧急行动。4月17日,日韩官员同时对外汇市场进行口头干预;印尼央行甚至直接下场,通过出售高收益证券并买入印尼盾以抑制本币跌幅。高盛分析师Danny Suwanapruti在最新发布的报告中指出,美元的强势走势正主导亚洲货币。国际货币基金组织(IMF)发布的报告显示,若美元汇率上涨10%,一年后新兴国家实际国内生产总值(GDP)将下滑1.9%,对经济的负面影响将持续两年以上。美元突袭受美联储主席鲍威尔的“鹰派”讲话刺激,当地时间4月16日,美元指数再度狂飙,一度涨至106.5上方,连续三日创五个月来新高。在强势美元的重压之下,包括日、韩在内的亚洲国家货币正遭遇巨大贬值压力。其中,美元兑韩元一度升至1400的关键整数位,创下2022年10月以来新高;美元兑日元曾一度触及154.78,连续第四个交易日创1990年来新高。与此同时,印度卢比、印尼盾、越南盾、菲律宾比索等亚洲国家的货币,也都承受着新一轮的抛售潮。其中,印尼盾为跌幅最为猛烈的亚洲货币之一,4月16日一度重挫逾2%,跌至四年低点;4月16日,美元兑越南盾日内一度触及25295,创纪录新高;4月17日,菲律宾比索自2022年末以来首次跌破57比索这一关键水平,加剧该国央行干预货币市场压力;印度卢比持续下行,截至发稿,美元兑印度卢比汇率报83.69,已位于历史高位。值得一提的是,这一波美元升值的窗口期,人民币兑美元的汇率相对保持稳定,今年4月整体维持窄幅震荡,现报7.2548。“货币战”爆发面对来势汹汹的贬值潮,各国央行纷纷紧急行动。4月17日,日韩官员继续对外汇市场进行口头干预。日本财务大臣铃木俊一、韩国财政部长崔相穆在华盛顿会面后共同表示,他们对日元和韩元近期大幅贬值表示“严重关切”,并且“准备采取措施防止货币市场的过度波动”。在美元兑韩元汇率触及1400关口时,韩国财政部国际金融局局长和韩国央行国际司司长联合发表声明称,外汇当局正密切关注汇率走势,外汇市场供需动态,以及其他因素,并保持高度警惕。“外汇市场过度单边波动,对于韩国经济而言不可取。”4月17日,韩国央行行长李昌镛表示,近期韩元的疲软走势略显过头,针对汇率波动问题,韩国央行有工具来采取行动。李昌镛在接受媒体采访时表示,央行随时准备采取稳定措施,并拥有足够的资源这么做。受韩国监管层喊话影响,美元兑韩元有所下滑,截至发稿,日内跌0.49%至1382.63。美东时间4月17日晚些时候,韩国、日本和美国的财政领导人将于华盛顿举行首次三边会议。而汇率稳定预计也将是他们讨论的重点话题之一。与此同时,亚洲其他国家央行也纷纷行动。其中,泰国央行也试图通过言论干预来推高泰铢,泰国央行近期表示,将继续密切关注外汇市场的波动。相较于日本、韩国、 泰国的口头干预,印尼央行直接下场,通过出售高收益证券并买入印尼盾以抑制本币跌幅。印尼央行称,将干预现汇市场和国内无本金交割远期外汇(NDF)市场,始终在市场上维护印尼盾稳定。另外,有分析人士指出,考虑到印度的外汇储备处于历史最高水平,印度央行可能会利用这一弹药来遏制任何形式的过度波动。高盛预计,在货币大幅贬值的当下,最积极捍卫本币疲软的两家央行是印尼、菲律宾央行,因为这两个国家为经常账户赤字、通胀率较高且外债水平较高的经济体,本币大幅贬值可能对经济稳定构成更大风险,而出口导向型经济体、通胀率低且经常账户盈余(韩国和泰国)将更能容忍货币疲软。高盛认为,印尼央行甚至愿意进一步加息以维持印尼盾的稳定。影响多大?国际货币基金组织(IMF)发布的报告显示,美元走强将导致这些经济体资本外流、进口价格上涨、金融环境收紧等。若美元汇率上涨10%,则一年后新兴国家实际国内生产总值(GDP)将下滑1.9%,对经济的负面影响将持续两年以上。高盛分析师Danny Suwanapruti在最新发布的报告中指出,美元的强势走势正主导亚洲货币。亚洲经济增速最近几个月回升,通胀放缓,宏观政策收紧本应进一步支持本国货币,但主导宏观市场的主题是美联储政策路径,及其对美国基准利率和美元的影响。高盛认为,当前对美联储降息的预期与今年年初形成鲜明对比,为美元进一步上行打开空间,在美元上行之时,韩元、马来西亚林吉特、印尼盾最为敏感,如果美元继续上涨,这些货币贬值风险最大,印度卢比的敏感性降低。其实,从客观环境来看,亚洲的多数经济体通胀回落,为各国央行降息创造了条件,但迫于货币贬值压力,新兴市场央行不敢“贸然行动”。摩根士丹利指出,若亚洲央行先美联储一步降息,货币将进一步承受贬值压力,可能给通胀造成上行压力,因此,预计亚洲各央行将等待美联储在6月开始降息(美国经济团队的基准假设情境),后再开始行动。高盛预计,如果美元进一步上行,那么美元兑韩元将向2022年10月的1441高点靠拢,美元兑泰铢将向2022年9月的38.37高点靠拢。值得注意的是,美元兑印度卢比和美元兑马来西亚林吉特已经非常接近此前的历史高点,预计这些货币未来将进一步疲软。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499899924438042","authorId":"3499899924438042","name":"小跳蚤","avatar":"https://static.tigerbbs.com/95399cc301ca9223c36b352f4e9fccb9","crmLevel":2,"crmLevelSwitch":0},"content":"无知很开心,伤敌800,自损10,000吗","text":"无知很开心,伤敌800,自损10,000吗","html":"无知很开心,伤敌800,自损10,000吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296119651561648,"gmtCreate":1713324819000,"gmtModify":1713326795213,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"老鲍把美联储逼到墙角了[开心] [开心] 不降息银行就惨了 😭大科技也将承压","listText":"老鲍把美联储逼到墙角了[开心] [开心] 不降息银行就惨了 😭大科技也将承压","text":"老鲍把美联储逼到墙角了[开心] [开心] 不降息银行就惨了 😭大科技也将承压","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296119651561648","repostId":"1139408954","repostType":2,"repost":{"id":"1139408954","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1713324628,"share":"https://www.laohu8.com/m/news/1139408954?lang=&edition=full","pubTime":"2024-04-17 11:30","market":"us","language":"zh","title":"如果美联储今年不降息,会发生什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139408954","media":"Wind万得","summary":"美联储不断强调,只有通胀下降到2%的目标水平,才能安心降息。美联储主席鲍威尔周二表示,美联储近期不会降息。股市可能大跌当美联储官员最初计划在去年年底三次降息时,美股市场创下新高。但当美联储官员们在上个月的会议上,维持了今年三次降息的中值预测时,投资者欣喜若狂,这导致美国主要指数创下了多项新纪录。Itay Goldstein认为,如果美联储今年不降息,这种风险将增加。","content":"<html><head></head><body><p>美联储不断强调,只有通胀下降到2%的目标水平,才能安心降息。上个月消费者价格指数报告出人意料地火爆,让全球市场感到沮丧。美联储主席鲍威尔周二表示,美联储近期不会降息。原因也正基于此。但是,另一个问题来了,如果美联储今年不降息,会发生什么呢?</p><p style=\"text-align: left;\">鲍威尔本周二在与加拿大央行行长 Tiff Macklem的小组讨论中表示:“最近的数据显然没有给我们更大的信心,反而表明实现(2%的通胀)可能需要比预期更长的时间”。在他发出利率将在更长时间内保持高位的信号后,美国股市最初下跌,美国国债收益率升至今年新高,随后回落。</p><p style=\"text-align: left;\">全球市场、企业和美国政府一直在密切关注今年降息的时间和数量。美国经济将如何应对接下来几个月的高利率?专家表示,前景并不十分光明。</p><p><strong>股市可能大跌</strong></p><p style=\"text-align: left;\">当美联储官员最初计划在去年年底三次降息时,美股市场创下新高。当时的预期是,第一次降息最早将在3月到来。较低的利率,可以降低借贷成本,进而有助于提高上市公司利润,同时也意味着投资者有更多的资金涌入市场。</p><p style=\"text-align: left;\">然后,当通胀方面的进展,在上个月的美联储政策会议之前开始停滞时,投资者将首次降息的时间表推迟到了6月。但当美联储官员们在上个月的会议上,维持了今年三次降息的中值预测时,投资者欣喜若狂,这导致美国主要指数创下了多项新纪录。</p><p style=\"text-align: left;\"><strong>宾夕法尼亚大学沃顿商学院金融学教授Itay Goldstein表示,即使最近出现抛售,股市价格仍反映出美联储将在今年晚些时候降息的预期,“有一种风险是,如果美联储不降息,市场价格就会下跌。”</strong></p><p style=\"text-align: left;\">Itay Goldstein对媒体表示,这将对整体经济产生溢出效应。这是因为股市下跌,可能会导致公司推迟投资或削减成本。例如,特斯拉宣布将裁员10%,因为这家电动汽车制造商的股价今年一直在暴跌。他补充道,市场下跌也会让家庭“感觉自己没有那么富有”,这也会导致他们削减开支。</p><p><strong>衰退概率上升</strong></p><p style=\"text-align: left;\">自从去年美联储在11次加息后保持利率稳定,使利率达到20多年来的最高水平以来,更高利率持续在更长时间一直是央行的口头禅。但Itay Goldstein表示,美联储加息的时间越长,家庭和企业可能会遭受更多痛苦。</p><p style=\"text-align: left;\">尽管到目前为止情况并非如此。尤其是考虑到最新的零售销售报告,该报告显示,尽管通货膨胀和20年来的最高利率,消费者仍在继续消费。<strong>但利率上升往往会导致人们存更多的钱,而不是投资或消费,这会减缓经济。Itay Goldstein认为,如果美联储今年不降息,这种风险将增加。</strong></p><p style=\"text-align: left;\">美联储将继续加息的预期,已经大幅推高了美国国债收益率。例如,鲍威尔周二发表讲话后,2年期美国国债收益率曾短暂触及5%,这助长了更高的抵押贷款利率。</p><p style=\"text-align: left;\">瑞银全球财富管理公司(UBS Global Wealth Management)高级美国经济学家Brian Rose表示,最终,长期高利率“将增加整个经济体的借贷成本,这可能会对消费者支出、商业投资和房地产市场产生负面影响”。</p><p style=\"text-align: left;\">但并非所有人都认为,如果美联储今年不降息,经济的裂痕会扩大。高盛首席美国经济学家David Mericle表示:“我们认为经济已经足够强劲,不需要削减开支来避免衰退。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2024-04-17 11:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美联储不断强调,只有通胀下降到2%的目标水平,才能安心降息。上个月消费者价格指数报告出人意料地火爆,让全球市场感到沮丧。美联储主席鲍威尔周二表示,美联储近期不会降息。原因也正基于此。但是,另一个问题来了,如果美联储今年不降息,会发生什么呢?</p><p style=\"text-align: left;\">鲍威尔本周二在与加拿大央行行长 Tiff Macklem的小组讨论中表示:“最近的数据显然没有给我们更大的信心,反而表明实现(2%的通胀)可能需要比预期更长的时间”。在他发出利率将在更长时间内保持高位的信号后,美国股市最初下跌,美国国债收益率升至今年新高,随后回落。</p><p style=\"text-align: left;\">全球市场、企业和美国政府一直在密切关注今年降息的时间和数量。美国经济将如何应对接下来几个月的高利率?专家表示,前景并不十分光明。</p><p><strong>股市可能大跌</strong></p><p style=\"text-align: left;\">当美联储官员最初计划在去年年底三次降息时,美股市场创下新高。当时的预期是,第一次降息最早将在3月到来。较低的利率,可以降低借贷成本,进而有助于提高上市公司利润,同时也意味着投资者有更多的资金涌入市场。</p><p style=\"text-align: left;\">然后,当通胀方面的进展,在上个月的美联储政策会议之前开始停滞时,投资者将首次降息的时间表推迟到了6月。但当美联储官员们在上个月的会议上,维持了今年三次降息的中值预测时,投资者欣喜若狂,这导致美国主要指数创下了多项新纪录。</p><p style=\"text-align: left;\"><strong>宾夕法尼亚大学沃顿商学院金融学教授Itay Goldstein表示,即使最近出现抛售,股市价格仍反映出美联储将在今年晚些时候降息的预期,“有一种风险是,如果美联储不降息,市场价格就会下跌。”</strong></p><p style=\"text-align: left;\">Itay Goldstein对媒体表示,这将对整体经济产生溢出效应。这是因为股市下跌,可能会导致公司推迟投资或削减成本。例如,特斯拉宣布将裁员10%,因为这家电动汽车制造商的股价今年一直在暴跌。他补充道,市场下跌也会让家庭“感觉自己没有那么富有”,这也会导致他们削减开支。</p><p><strong>衰退概率上升</strong></p><p style=\"text-align: left;\">自从去年美联储在11次加息后保持利率稳定,使利率达到20多年来的最高水平以来,更高利率持续在更长时间一直是央行的口头禅。但Itay Goldstein表示,美联储加息的时间越长,家庭和企业可能会遭受更多痛苦。</p><p style=\"text-align: left;\">尽管到目前为止情况并非如此。尤其是考虑到最新的零售销售报告,该报告显示,尽管通货膨胀和20年来的最高利率,消费者仍在继续消费。<strong>但利率上升往往会导致人们存更多的钱,而不是投资或消费,这会减缓经济。Itay Goldstein认为,如果美联储今年不降息,这种风险将增加。</strong></p><p style=\"text-align: left;\">美联储将继续加息的预期,已经大幅推高了美国国债收益率。例如,鲍威尔周二发表讲话后,2年期美国国债收益率曾短暂触及5%,这助长了更高的抵押贷款利率。</p><p style=\"text-align: left;\">瑞银全球财富管理公司(UBS Global Wealth Management)高级美国经济学家Brian Rose表示,最终,长期高利率“将增加整个经济体的借贷成本,这可能会对消费者支出、商业投资和房地产市场产生负面影响”。</p><p style=\"text-align: left;\">但并非所有人都认为,如果美联储今年不降息,经济的裂痕会扩大。高盛首席美国经济学家David Mericle表示:“我们认为经济已经足够强劲,不需要削减开支来避免衰退。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139408954","content_text":"美联储不断强调,只有通胀下降到2%的目标水平,才能安心降息。上个月消费者价格指数报告出人意料地火爆,让全球市场感到沮丧。美联储主席鲍威尔周二表示,美联储近期不会降息。原因也正基于此。但是,另一个问题来了,如果美联储今年不降息,会发生什么呢?鲍威尔本周二在与加拿大央行行长 Tiff Macklem的小组讨论中表示:“最近的数据显然没有给我们更大的信心,反而表明实现(2%的通胀)可能需要比预期更长的时间”。在他发出利率将在更长时间内保持高位的信号后,美国股市最初下跌,美国国债收益率升至今年新高,随后回落。全球市场、企业和美国政府一直在密切关注今年降息的时间和数量。美国经济将如何应对接下来几个月的高利率?专家表示,前景并不十分光明。股市可能大跌当美联储官员最初计划在去年年底三次降息时,美股市场创下新高。当时的预期是,第一次降息最早将在3月到来。较低的利率,可以降低借贷成本,进而有助于提高上市公司利润,同时也意味着投资者有更多的资金涌入市场。然后,当通胀方面的进展,在上个月的美联储政策会议之前开始停滞时,投资者将首次降息的时间表推迟到了6月。但当美联储官员们在上个月的会议上,维持了今年三次降息的中值预测时,投资者欣喜若狂,这导致美国主要指数创下了多项新纪录。宾夕法尼亚大学沃顿商学院金融学教授Itay Goldstein表示,即使最近出现抛售,股市价格仍反映出美联储将在今年晚些时候降息的预期,“有一种风险是,如果美联储不降息,市场价格就会下跌。”Itay Goldstein对媒体表示,这将对整体经济产生溢出效应。这是因为股市下跌,可能会导致公司推迟投资或削减成本。例如,特斯拉宣布将裁员10%,因为这家电动汽车制造商的股价今年一直在暴跌。他补充道,市场下跌也会让家庭“感觉自己没有那么富有”,这也会导致他们削减开支。衰退概率上升自从去年美联储在11次加息后保持利率稳定,使利率达到20多年来的最高水平以来,更高利率持续在更长时间一直是央行的口头禅。但Itay Goldstein表示,美联储加息的时间越长,家庭和企业可能会遭受更多痛苦。尽管到目前为止情况并非如此。尤其是考虑到最新的零售销售报告,该报告显示,尽管通货膨胀和20年来的最高利率,消费者仍在继续消费。但利率上升往往会导致人们存更多的钱,而不是投资或消费,这会减缓经济。Itay Goldstein认为,如果美联储今年不降息,这种风险将增加。美联储将继续加息的预期,已经大幅推高了美国国债收益率。例如,鲍威尔周二发表讲话后,2年期美国国债收益率曾短暂触及5%,这助长了更高的抵押贷款利率。瑞银全球财富管理公司(UBS Global Wealth Management)高级美国经济学家Brian Rose表示,最终,长期高利率“将增加整个经济体的借贷成本,这可能会对消费者支出、商业投资和房地产市场产生负面影响”。但并非所有人都认为,如果美联储今年不降息,经济的裂痕会扩大。高盛首席美国经济学家David Mericle表示:“我们认为经济已经足够强劲,不需要削减开支来避免衰退。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":280724697587976,"gmtCreate":1709565270041,"gmtModify":1709565418469,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 真牛🐮","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"1\"></v-v> 真牛🐮","text":"$美国超微公司(AMD)$ 真牛🐮","images":[{"img":"https://static.tigerbbs.com/fd159459649a5371627043c56818286a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/280724697587976","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":4,"crmLevelSwitch":1},"content":"估计你是做了定投","text":"估计你是做了定投","html":"估计你是做了定投"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":620278298,"gmtCreate":1669810866914,"gmtModify":1669810868189,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ 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各种消息综合评估暴跌即将开始,闪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":19,"repostSize":1,"link":"https://laohu8.com/post/620278298","isVote":1,"tweetType":1,"viewCount":6441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465018371902521","authorId":"3465018371902521","name":"招财树","avatar":"https://static.tigerbbs.com/2523c7df6f3ecf5b0defdc3855f9f262","crmLevel":4,"crmLevelSwitch":0},"content":"你肯定是亏的那个吧","text":"你肯定是亏的那个吧","html":"你肯定是亏的那个吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136470871,"gmtCreate":1622037657793,"gmtModify":1622037657793,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666] ","listText":"这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666] ","text":"这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/136470871","repostId":"1146066424","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462402875299459","authorId":"3462402875299459","name":"清野星光","avatar":"https://static.tigerbbs.com/6b47ee8f268db9213a6b2d2f4f4ea029","crmLevel":2,"crmLevelSwitch":0},"content":"回哪里不是一目了然吗?中国疫苗接种率也很低,深圳都还不到40%","text":"回哪里不是一目了然吗?中国疫苗接种率也很低,深圳都还不到40%","html":"回哪里不是一目了然吗?中国疫苗接种率也很低,深圳都还不到40%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666532525,"gmtCreate":1665729528267,"gmtModify":1665729529915,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"自动驾驶先不说他技术何时能够成熟,何时才能真正用起来。假如把出租车行业给废了,都上自动驾驶了,这么多靠出租车生活的司机师傅们怎么安排[开心] ","listText":"自动驾驶先不说他技术何时能够成熟,何时才能真正用起来。假如把出租车行业给废了,都上自动驾驶了,这么多靠出租车生活的司机师傅们怎么安排[开心] ","text":"自动驾驶先不说他技术何时能够成熟,何时才能真正用起来。假如把出租车行业给废了,都上自动驾驶了,这么多靠出租车生活的司机师傅们怎么安排[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666532525","repostId":"2275096946","repostType":2,"repost":{"id":"2275096946","pubTimestamp":1665709971,"share":"https://www.laohu8.com/m/news/2275096946?lang=&edition=full","pubTime":"2022-10-14 09:12","market":"hk","language":"zh","title":"A股盘前播报 | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2275096946","media":"智通财经网","summary":"美国9月CPI数据高于预期再次爆表,美股周四大幅低开。不过,美股随后持续反弹,截至收盘,三大指数纷纷涨超2%,道指更是涨近3%","content":"<html><body><div> <p>早间重磅新闻速览</p><p><strong>1、深夜疯狂!美股上演绝地反击,加息风暴将至?</strong></p><p>重要程度:★★★★★</p><p>美国9月CPI数据高于预期再次爆表,美股周四大幅低开。不过,美股随后持续反弹,截至收盘,三大指数纷纷涨超2%,道指更是涨近3%</p><p>有分析人士指出,无论9月CPI数据走强或走弱,美联储的下一次议息会议或许都不会改变加息75点的行动。瑞穗的最新报告也指出,美国核心通胀率不会改变美联储11月加息75个基点的预期。</p><p><strong>2、“光伏茅”前三季预盈110亿左右,20股净利预增翻倍</strong></p><p>重要程度:★★★★</p><p>据iFind数据,周四盘后(15:30-22:30),已有超过40家上市公司披露前三季度业绩预告。其中,超过20家上市公司业绩净利预增超100%。<a href=\"https://laohu8.com/S/000899\">赣能股份</a>、<a href=\"https://laohu8.com/S/002836\">新宏泽</a>、<a href=\"https://laohu8.com/S/300711\">广哈通信</a>前三季度净利增幅位居前三,分别为2032.91%,975%,793.08%。</p><p>值得关注的是 ,“光伏茅”<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>也披露了前三季度业绩。经公司初步测算,1-9月,公司预计实现营业收入为864亿元-874亿元之间,同比增长54%-56%;预计实现净利润为106亿元-112亿元之间,同比增长40%-48%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709075228558.png?x-oss-process=image/format,jpg/quality,q_40\" title=\"1665709075228558.png\"/></p><p><strong>3、信创赛道再掀“涨停潮”!超10股封死涨停板,多家通信公司三季报预喜</strong></p><p>重要程度:★★★★</p><p>A股信创板块连续两天掀起“涨停潮”!10月13日,N慧博上市首日大涨254.87%,<a href=\"https://laohu8.com/S/300730\">科创信息</a>“20cm”涨停,<a href=\"https://laohu8.com/S/600536\">中国软件</a>、<a href=\"https://laohu8.com/S/000034\">神州数码</a>、<a href=\"https://laohu8.com/S/002017\">东信和平</a>等公司也封死涨停板。开源证券一份研报认为,“大信创”黄金时代将至,发展空间广阔。</p><p>在这一背景下,<a href=\"https://laohu8.com/S/002908\">德生科技</a>、<a href=\"https://laohu8.com/S/300627\">华测导航</a>等多家通信行业公司三季报预喜,为行业发展提供了基本面的有力支撑。</p><p><strong>4、12天股价翻倍!<a href=\"https://laohu8.com/S/003023\">彩虹集团</a>在手订单约133万元,谁在炒作?</strong></p><p>重要程度:★★★</p><p>赶上电热毯欧洲大卖利好,12天7板的彩虹集团10月13日晚间发布关于对深交所关注函回复的公告,该公司表示目前在手订单金额约133万元,合计占上一年度公司营业总收入比例为0.13%。据统计,该股股价12个交易日累计涨超113%。</p><p>而彩虹集团因为近期连续异动,有连续八个交易日有龙虎榜数据披露。数据显示,机构专用席位频繁上榜,8日成交金额上亿;此外常年活跃的证券营业部如国盛证券宁波桑田路、东财拉萨营业部、<a href=\"https://laohu8.com/S/601211\">国泰君安</a>上海分公司等“击鼓传花”式上榜。</p><p><strong>5、卖爆了!四冠王赵诣新基金认购85亿,将提前7天结募!不止投向新能源</strong></p><p>重要程度:★★</p><p>10月13日,赵诣加入泉果后首只公募基金——泉果旭源三年持有期混合正式发售。这只基金截至9点前的募集规模已有近10亿元,并在上午11点达到了50亿元认购规模。最终,在下午15:00,认购规模接近85亿元。</p><p>近日,赵诣透露,新基金主要是通过全市场选股,寻找竞争格局良好的成长龙头。配置方面,会以更长远的眼光来看待公司,将重点关注以新能源、机械、军工、电子等为代表的高端制造业,并以此为半径继续扩展能力圈。</p><p><strong>6、时隔6年招行再“破净”:最新回应来了 四季度银行股咋走?</strong></p><p>重要程度:★★</p><p>受原行长田惠宇被“双开”等消息影响,节后招行股价显著走弱。截至10月13日收盘,招行A股跌至30元以内,低于每股净资产,股价创近两年新低,当日跌幅达3.42%,本周前四个交易日累计跌11.17%。招行表示,目前全行各项经营管理运行正常.</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>银行研究团队日前点评称,当前银行估值、仓位均处于历史低位,较多反映市场悲观预期,建议关注区域经济较强、经营稳健的中小行机会。</p><p><strong>7、中国9月CPI今日出炉,机构预测涨幅重回“3时代”</strong></p><p><strong>8、首个省级“团购买房”政策来了!贵州:鼓励机关、企事业单位职工开展商品房团购</strong></p><p><strong>9、近千家私募出手了,已自购50亿!多家机构:A股进入价值区间</strong></p><p><strong>10、<a href=\"https://laohu8.com/S/000831\">中国稀土</a>改名首日涨停,稀土产业仍然高景气</strong></p><p><strong>11、推特:马斯克因试图收购推特事宜接受美国联邦政府调查</strong></p><p>财经日历</p><p>自选哥提示,今日<a href=\"https://laohu8.com/S/688426\">康为世纪</a>、<a href=\"https://laohu8.com/S/688152\">麒麟信安</a>、<a href=\"https://laohu8.com/S/301389\">隆扬电子</a>、<a href=\"https://laohu8.com/S/001322\">箭牌家居</a>4只新股申购,海能技术上市。</p><p><strong>财经日历:</strong></p><p>1、9:30 中国9月CPI/PPI</p><p>2、10:00 中国9月贸易帐</p><p>3、17:00 欧元区8月季调后贸易帐</p><p>4、22:00 2022年FOMC票委、堪萨斯联储主席乔治就美国经济前景发表讲话。</p><p><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709120131860.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1665709120131860.png\"/></p><p>机会提前看</p><p>自选哥梳理市场关注的投资机会发现,发现绿氢、锂电等板块关注度较高。</p><p><strong>1、绿氢发展迎来关键突破 机构看好这7股</strong></p><p>据中国能源报官方微信消息,我国科学家近期“拍摄”到光催化剂光生电荷转移演化全时空图像,为突破太阳能光催化反应瓶颈、更加高效利用太阳能提供了新的认识和研究策略。这在国际上尚属首次,相关研究成果于10月12日发表在国际学术期刊《自然》上。</p><p>腾讯自选股梳理发现,A股氢能源概念股中近一个月获机构买入评级大于1家的有7只,其中先导智能、凯美特气、宝丰能源等家数较为领先,分别为5、5、4家。<img src=\"https://img.zhitongcaijing.com/image/20221014/1665709158191265.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1665709158191265.png\"/></p><p><strong>2、锂电正极材料研究获进展,行业潜在市场空间望达到千亿级别</strong></p><p>日前,中科院青岛生物能源与过程研究所崔光磊研究员团队在高比能锂电池正极材料富锂锰基层状氧化物(LLOs)的阴离子氧稳定性调控和锂离子传输异质研究方面取得重要进展。</p><p>据GGII发布的研究报告预测,未来随着锂盐价格的降低,富锂锰基正极材料有望在部分市场获得应用。尽管富锂锰基正极材料已经处于市场应用的发展初期阶段,未来潜在的市场空间可能在千亿级别。</p><p>涉及相关公司如下:</p><p><a href=\"https://laohu8.com/S/002176\">江特电机</a>:是领先研发富锂锰基正极材料的公司,产品处于世界先进水平,富锂锰基正极材料已实现批量商业生产。</p><p><a href=\"https://laohu8.com/S/300073\">当升科技</a>:公司已开发出多款高镍低钴多元正极材料,公司在研的诸如富锂锰基等下一代锂电正极材料可进一步降低电池中的钴含量,降低电池材料成本。</p><p><strong>3、自动驾驶 | 我国牵头的首个自动驾驶测试场景国际标准正式发布。</strong></p><p><strong>4、储能 | 世界单机规模最大先进压缩空气储能电站并网发电,产业化进程将提速。</strong></p><p><strong>5、锰 | 富锂锰基正极材料研究获进展、行业潜在市场空间望达到千亿级别。</strong></p><p><strong>6、硅料 | 又签近500亿订单!<a href=\"https://laohu8.com/S/600481\">双良节能</a>今年签5份重磅硅料采购合同,公告金额2272亿元。</strong></p><p>后市研判</p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>认为,生物医药估值性价比突出,关注业绩高增长赛道及个股;<a href=\"https://laohu8.com/S/601162\">天风证券</a>看好数字化采购市场未来增长空间可观。</p><p><strong>1、方正证券:生物医药估值性价比突出 关注业绩高增长赛道及个股</strong></p><p>方正证券研报认为,当前生物医药估值性价比突出,短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股:1)器械板块建议关注医疗器械设备及IVD化学发光;2)建议关注连锁药店,预计业绩稳健增长;3)中药板块建议关注中药配方颗粒、品牌OTC;4)创新药关注重点产品商业化上量;5)原料药关注原材料成本端降低,毛利率回升;6)关注生物制品&;疫苗估值底部,业绩表现较高个股。</p><p><strong>2、天风证券:数字化采购市场未来增长空间可观</strong></p><p>天风证券研报认为,新冠疫情叠加地缘政治危机,全球各国供应链承压,为应对快速变化的市场环境,企业需要利用数字化手段提高工作效率、降低潜在风险。现阶段数字化采购仍处于发展初期,正由政策驱动向市场需求自驱过渡,未来市场增长空间可观,数字化建设走在行业前列的领先企业有望充分受益,或将步入高速增长期。</p><p><strong>3、<a href=\"https://laohu8.com/S/02611\">国泰君安</a>:钠离子电池暖风吹动 层状氧化物破冰起航</strong></p><p>国泰君安研报认为,在产业界钠电研发及新能源汽车和储能行业快速推进的大背景下,钠电产业链有望于2023年形成,预计层状氧化物正极材料凭借其技术成熟、较高的能量密度、低成本、设备兼容性等优点率先量产,具有先发优势的企业将打开成长空间。上市公司层面推荐:1)具有规模化生产经验的锂电正极材料及配套企业;2)正极材料新进入者。</p><p>上市公司正面负面公告</p><p>偏正面方面,自选哥提示关注双良节能签订470亿多晶硅采购供应合同等;偏负面公告方面,关注<a href=\"https://laohu8.com/S/000851\">高鸿股份</a>提示风险等。</p><p><strong>偏正面公告</strong></p><p>1、双良节能:签订470.56亿元多晶硅采购供应合同。</p><p>2、江特电机:预计前三季度实现净利润约人民币19亿元到21亿元,同比增加661.73%到741.91%。</p><p>3、<a href=\"https://laohu8.com/S/000408\">藏格矿业</a>:预计前三季度净利润41.3亿元至42.3亿元,同比增长400.55%到412.67%</p><p>3、<a href=\"https://laohu8.com/S/002352\">顺丰控股</a>:预计前三季度净利润 44.2亿元至45.7亿元,同比增长146%到154%。</p><p>4、<a href=\"https://laohu8.com/S/300763\">锦浪科技</a>:预计前三季度实现净利润6.95亿元至7.2亿元,同比增长91.45%到98.34%。</p><p>5、<a href=\"https://laohu8.com/S/000423\">东阿阿胶</a>:预计前三季度净利润4.6亿元至5.6亿元,同比增加53%至86%。</p><p><strong>偏负面公告</strong></p><p>1、高鸿股份:目前公司在可信业务尚未形成规模收入,公司可信计算业务后续能否盈利尚存在不确定性。</p><p>2、<a href=\"https://laohu8.com/S/600992\">贵绳股份</a>:关于公司“酒企借壳”的相关传闻不属实。</p><p>3、阳光城:公司未能按期足额偿付“20阳城04”的回售本金及本年度利息,“20阳城04”将在2022年10月14日开市起停牌。</p><p>4、太阳能业绩快报:前三季度实现净利润11.65亿元,同比下降2.64%。</p><p>解禁名单</p><p>从解禁比例来看,下周科博达解禁比例达79.56%,其次解禁比例居前的分别为珠海冠宇和交建股份;从解禁市值来看,科博达、珠海冠宇、中国海油等股解禁市值居前。<img src=\"https://img.zhitongcaijing.com/image/20221014/1665709211718857.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1665709211718857.png\"/><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709226907527.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1665709226907527.png\"/></p><p>海外市场</p><p>自选哥提示,面对美国CPI数据超出预期冲击,美股启动一轮暴力拉涨,道指涨2.83%,纳指涨2.23%,标普500指数涨2.6%;中概股多数下跌,部分反弹。纳斯达克金龙中国指数收跌0.7%。而<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>收涨9.8%,<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超6%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709257260698.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1665709257260698.png\"/></p><p>海外资产行情简述</p><p><strong>1、美股市场:</strong>面对美国CPI数据超出预期冲击,三大指数开盘迅速走低,纳指一度跌超3%。不过,美股随后便启动一轮暴力拉涨,最终三大指数收盘涨幅均超2%。道指涨2.83%,纳指涨2.23%,标普500指数涨2.6%。</p><p><strong>2、中概股:</strong>中概股多数下跌,部分反弹。纳斯达克金龙中国指数收跌0.7%。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.9%,蔚来汽车跌0.8%,而斗鱼收涨9.8%,领涨HXC成份股,金山云涨超6%,微博、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、携程涨超1%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨近1%。</p><p><strong>3、贵金属市场:</strong>纽约商品交易所12月交割的黄金期货价格下跌50美分,跌幅不到0.1%,收于每盎司1677美元,盘中最低为1648.30美元。美国9月CPI涨幅超出预期,显示美国通胀压力仍然巨大。</p><p><strong>4、原油市场:</strong>纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨1.84美元,涨幅为2.1%,收于每桶89.11美元。<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署(EIA)报告显示美国上周馏分油库存减少近500万桶,使人担心冬季到来之前的加热用油供应将出现紧张。</p><p><strong>5、欧股市场:</strong>欧股主要指数周四收盘全线上涨,德国DAX30指数周四收涨1.51%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.35%,法国CAC40指数涨1.04%,欧洲斯托克50指数涨0.93%。消息面上,美国通胀数据持续升温,但投资者早已消化美联储将大幅加息。此外,英国政府正在讨论修改上月公布的财政计划,并考虑在首相特拉斯可能放弃减税计划的哪些部分。</p><p><strong>本文编选自“<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股”;智通财经编辑:陈雯芳。</strong></p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>A股盘前播报 | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布</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{ 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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\">\nA股盘前播报 | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 09:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/805380.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>早间重磅新闻速览1、深夜疯狂!美股上演绝地反击,加息风暴将至?重要程度:★★★★★美国9月CPI数据高于预期再次爆表,美股周四大幅低开。不过,美股随后持续反弹,截至收盘,三大指数纷纷涨超2%,道指更是涨近3%有分析人士指出,无论9月CPI数据走强或走弱,美联储的下一次议息会议或许都不会改变加息75点的行动。瑞穗的最新报告也指出,美国核心通胀率不会改变美联储11月加息75个基点的预期。2、“光伏茅”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/805380.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20221014/20221014085712_89183.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"PSQ":"纳指反向ETF","DOG":"道指反向ETF",".DJI":"道琼斯","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","UDOW":"道指三倍做多ETF-ProShares","BK4213":"石油与天然气的勘探与生产","WTI":"W&T海底钻探","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","EIA":"Eaton Vance California Municip","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","DDM":"道指两倍做多ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/805380.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2275096946","content_text":"早间重磅新闻速览1、深夜疯狂!美股上演绝地反击,加息风暴将至?重要程度:★★★★★美国9月CPI数据高于预期再次爆表,美股周四大幅低开。不过,美股随后持续反弹,截至收盘,三大指数纷纷涨超2%,道指更是涨近3%有分析人士指出,无论9月CPI数据走强或走弱,美联储的下一次议息会议或许都不会改变加息75点的行动。瑞穗的最新报告也指出,美国核心通胀率不会改变美联储11月加息75个基点的预期。2、“光伏茅”前三季预盈110亿左右,20股净利预增翻倍重要程度:★★★★据iFind数据,周四盘后(15:30-22:30),已有超过40家上市公司披露前三季度业绩预告。其中,超过20家上市公司业绩净利预增超100%。赣能股份、新宏泽、广哈通信前三季度净利增幅位居前三,分别为2032.91%,975%,793.08%。值得关注的是 ,“光伏茅”隆基绿能也披露了前三季度业绩。经公司初步测算,1-9月,公司预计实现营业收入为864亿元-874亿元之间,同比增长54%-56%;预计实现净利润为106亿元-112亿元之间,同比增长40%-48%。3、信创赛道再掀“涨停潮”!超10股封死涨停板,多家通信公司三季报预喜重要程度:★★★★A股信创板块连续两天掀起“涨停潮”!10月13日,N慧博上市首日大涨254.87%,科创信息“20cm”涨停,中国软件、神州数码、东信和平等公司也封死涨停板。开源证券一份研报认为,“大信创”黄金时代将至,发展空间广阔。在这一背景下,德生科技、华测导航等多家通信行业公司三季报预喜,为行业发展提供了基本面的有力支撑。4、12天股价翻倍!彩虹集团在手订单约133万元,谁在炒作?重要程度:★★★赶上电热毯欧洲大卖利好,12天7板的彩虹集团10月13日晚间发布关于对深交所关注函回复的公告,该公司表示目前在手订单金额约133万元,合计占上一年度公司营业总收入比例为0.13%。据统计,该股股价12个交易日累计涨超113%。而彩虹集团因为近期连续异动,有连续八个交易日有龙虎榜数据披露。数据显示,机构专用席位频繁上榜,8日成交金额上亿;此外常年活跃的证券营业部如国盛证券宁波桑田路、东财拉萨营业部、国泰君安上海分公司等“击鼓传花”式上榜。5、卖爆了!四冠王赵诣新基金认购85亿,将提前7天结募!不止投向新能源重要程度:★★10月13日,赵诣加入泉果后首只公募基金——泉果旭源三年持有期混合正式发售。这只基金截至9点前的募集规模已有近10亿元,并在上午11点达到了50亿元认购规模。最终,在下午15:00,认购规模接近85亿元。近日,赵诣透露,新基金主要是通过全市场选股,寻找竞争格局良好的成长龙头。配置方面,会以更长远的眼光来看待公司,将重点关注以新能源、机械、军工、电子等为代表的高端制造业,并以此为半径继续扩展能力圈。6、时隔6年招行再“破净”:最新回应来了 四季度银行股咋走?重要程度:★★受原行长田惠宇被“双开”等消息影响,节后招行股价显著走弱。截至10月13日收盘,招行A股跌至30元以内,低于每股净资产,股价创近两年新低,当日跌幅达3.42%,本周前四个交易日累计跌11.17%。招行表示,目前全行各项经营管理运行正常.华泰证券银行研究团队日前点评称,当前银行估值、仓位均处于历史低位,较多反映市场悲观预期,建议关注区域经济较强、经营稳健的中小行机会。7、中国9月CPI今日出炉,机构预测涨幅重回“3时代”8、首个省级“团购买房”政策来了!贵州:鼓励机关、企事业单位职工开展商品房团购9、近千家私募出手了,已自购50亿!多家机构:A股进入价值区间10、中国稀土改名首日涨停,稀土产业仍然高景气11、推特:马斯克因试图收购推特事宜接受美国联邦政府调查财经日历自选哥提示,今日康为世纪、麒麟信安、隆扬电子、箭牌家居4只新股申购,海能技术上市。财经日历:1、9:30 中国9月CPI/PPI2、10:00 中国9月贸易帐3、17:00 欧元区8月季调后贸易帐4、22:00 2022年FOMC票委、堪萨斯联储主席乔治就美国经济前景发表讲话。机会提前看自选哥梳理市场关注的投资机会发现,发现绿氢、锂电等板块关注度较高。1、绿氢发展迎来关键突破 机构看好这7股据中国能源报官方微信消息,我国科学家近期“拍摄”到光催化剂光生电荷转移演化全时空图像,为突破太阳能光催化反应瓶颈、更加高效利用太阳能提供了新的认识和研究策略。这在国际上尚属首次,相关研究成果于10月12日发表在国际学术期刊《自然》上。腾讯自选股梳理发现,A股氢能源概念股中近一个月获机构买入评级大于1家的有7只,其中先导智能、凯美特气、宝丰能源等家数较为领先,分别为5、5、4家。2、锂电正极材料研究获进展,行业潜在市场空间望达到千亿级别日前,中科院青岛生物能源与过程研究所崔光磊研究员团队在高比能锂电池正极材料富锂锰基层状氧化物(LLOs)的阴离子氧稳定性调控和锂离子传输异质研究方面取得重要进展。据GGII发布的研究报告预测,未来随着锂盐价格的降低,富锂锰基正极材料有望在部分市场获得应用。尽管富锂锰基正极材料已经处于市场应用的发展初期阶段,未来潜在的市场空间可能在千亿级别。涉及相关公司如下:江特电机:是领先研发富锂锰基正极材料的公司,产品处于世界先进水平,富锂锰基正极材料已实现批量商业生产。当升科技:公司已开发出多款高镍低钴多元正极材料,公司在研的诸如富锂锰基等下一代锂电正极材料可进一步降低电池中的钴含量,降低电池材料成本。3、自动驾驶 | 我国牵头的首个自动驾驶测试场景国际标准正式发布。4、储能 | 世界单机规模最大先进压缩空气储能电站并网发电,产业化进程将提速。5、锰 | 富锂锰基正极材料研究获进展、行业潜在市场空间望达到千亿级别。6、硅料 | 又签近500亿订单!双良节能今年签5份重磅硅料采购合同,公告金额2272亿元。后市研判方正证券认为,生物医药估值性价比突出,关注业绩高增长赛道及个股;天风证券看好数字化采购市场未来增长空间可观。1、方正证券:生物医药估值性价比突出 关注业绩高增长赛道及个股方正证券研报认为,当前生物医药估值性价比突出,短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股:1)器械板块建议关注医疗器械设备及IVD化学发光;2)建议关注连锁药店,预计业绩稳健增长;3)中药板块建议关注中药配方颗粒、品牌OTC;4)创新药关注重点产品商业化上量;5)原料药关注原材料成本端降低,毛利率回升;6)关注生物制品&;疫苗估值底部,业绩表现较高个股。2、天风证券:数字化采购市场未来增长空间可观天风证券研报认为,新冠疫情叠加地缘政治危机,全球各国供应链承压,为应对快速变化的市场环境,企业需要利用数字化手段提高工作效率、降低潜在风险。现阶段数字化采购仍处于发展初期,正由政策驱动向市场需求自驱过渡,未来市场增长空间可观,数字化建设走在行业前列的领先企业有望充分受益,或将步入高速增长期。3、国泰君安:钠离子电池暖风吹动 层状氧化物破冰起航国泰君安研报认为,在产业界钠电研发及新能源汽车和储能行业快速推进的大背景下,钠电产业链有望于2023年形成,预计层状氧化物正极材料凭借其技术成熟、较高的能量密度、低成本、设备兼容性等优点率先量产,具有先发优势的企业将打开成长空间。上市公司层面推荐:1)具有规模化生产经验的锂电正极材料及配套企业;2)正极材料新进入者。上市公司正面负面公告偏正面方面,自选哥提示关注双良节能签订470亿多晶硅采购供应合同等;偏负面公告方面,关注高鸿股份提示风险等。偏正面公告1、双良节能:签订470.56亿元多晶硅采购供应合同。2、江特电机:预计前三季度实现净利润约人民币19亿元到21亿元,同比增加661.73%到741.91%。3、藏格矿业:预计前三季度净利润41.3亿元至42.3亿元,同比增长400.55%到412.67%3、顺丰控股:预计前三季度净利润 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/387646615","isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0},"content":"男人就这样?0.06%[捂脸]","text":"男人就这样?0.06%[捂脸]","html":"男人就这样?0.06%[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836172524,"gmtCreate":1629467807168,"gmtModify":1629467807168,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"自动驾驶几年内都是个梦,造车还是比较靠谱儿的事儿","listText":"自动驾驶几年内都是个梦,造车还是比较靠谱儿的事儿","text":"自动驾驶几年内都是个梦,造车还是比较靠谱儿的事儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/836172524","repostId":"1190987646","repostType":2,"repost":{"id":"1190987646","pubTimestamp":1629466664,"share":"https://www.laohu8.com/m/news/1190987646?lang=&edition=full","pubTime":"2021-08-20 21:37","market":"us","language":"en","title":"Here’s what Wall Street analysts are saying about Tesla’s AI day","url":"https://stock-news.laohu8.com/highlight/detail?id=1190987646","media":"cnbc","summary":"Tesla Motors’s highly anticipated AI Day showed off the company’s long-term potential and engineerin","content":"<div>\n<p>Tesla Motors’s highly anticipated AI Day showed off the company’s long-term potential and engineering talent but the timelines for major breakthroughs remain murky, according to Wall Street analysts.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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\" 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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\">\nHere’s what Wall Street analysts are saying about Tesla’s AI day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 21:37 GMT+8 <a href=https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Motors’s highly anticipated AI Day showed off the company’s long-term potential and engineering talent but the timelines for major breakthroughs remain murky, according to Wall Street analysts.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.cnbc.com/2021/08/20/heres-what-wall-street-analysts-are-saying-about-teslas-ai-day.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1190987646","content_text":"Tesla Motors’s highly anticipated AI Day showed off the company’s long-term potential and engineering talent but the timelines for major breakthroughs remain murky, according to Wall Street analysts.\nAt the event on Thursday, which was largely a recruiting effort for engineering talent, Tesla explained its progress toward full self driving. The company also unveiled a newcustom chip for training artificial intelligence networks, and CEO Elon Musk announced that the company was working on aprototype of a humanoid robot.\nUBS analyst Patrick Hummel, who is neutral on Tesla, said in a note that the event served its purpose for recruiting talent but didn’t change the timeline for full self driving.\n“Could we imagine any other [original equipment manufacturer] hosting such a session about achievements in autonomous driving, neural networks and machine learning? Clearly not. Did anything in the event change our view about FSD adoption or monetization opportunities over the next couple of years? No, neither,” the UBS note said.\nGoldman Sachs analyst Mark Delaney, who has a buy rating on the stock, said in a note to clients the event showed that Tesla’s engineering talent and trajectory were on the right track even as the goal of full self-driving remains far off.\n“We believe the event showcased the breadth of Tesla’s engineering talent, the scope of the challenges to reaching full autonomy, and the necessary coordination of multiple teams within Tesla. While Tesla (and the broader industry) has been late to reach L4/5 autonomous driving ... we believe that Tesla’s vertical integration/breadth of talent/custom solutions have the potential to be key differentiators especially when viewed in combination,” the Goldman note said.\nThe new robot drew some skepticism from Wall Street analysts. Bernstein’s Toni Sacconaghi, who is bearish on the stock, said the event served as a reminder of Tesla’s potential but also raised red flags.\n“The announcements are likely to reinforce bulls’ conviction that Tesla is also a semiconductor, supercomputer and AI company, with myriad incremental revenue streams. We worry about Tesla’s level of integration and breadth of focus, and see the bot – in particular – as a distraction,” the Bernstein note said.\nShares of Tesla closed at about $673 per share on Thursday, down 4.6% for the year. However, the stock has gained momentum during the summer and is up more than 14% over the past three months.\nHere’s what some other Wall Street shops had to say about AI Day.\nWells Fargo - Equal weight rating\n\n “While the Bot reveal is exciting, 2022 seems optimistic given the years of development for similar tech at Boston Dynamics. 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/309428330","repostId":"1184143002","repostType":2,"repost":{"id":"1184143002","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":1602764425,"share":"https://www.laohu8.com/m/news/1184143002?lang=&edition=full","pubTime":"2020-10-15 20:20","market":"us","language":"zh","title":"盘前:蔚来逆势上涨市值超法拉利! 欧股、原油重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1184143002","media":"老虎资讯综合","summary":"10月15日(周四),美股三大指数期货下跌,其中道指期货跌1.04%,纳指期货涨1.47%,标普500指数期货跌1.10%。美国上周首次申领失业救济人数89.8万,预估为82.5万,前值为84万。个股","content":"<p>10月15日(周四),美股三大指数期货下跌,其中道指期货跌1.04%,纳指期货涨1.47%,标普500指数期货跌1.10%。美国上周首次申领失业救济人数89.8万,预估为82.5万,前值为84万。</p><p><img src=\"https://static.tigerbbs.com/d7475b0940285f17cafdd36f467bf8fd\" tg-width=\"828\" tg-height=\"254\"><b>个股异动</b></p><p>中概股盘前集体下跌,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>盘前暴跌超30%,上个交易日暴涨266.67%;达达、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>跌超4%,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%,外媒称美国政府考虑将蚂蚁集团列入“贸易黑名单”;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超2%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>和<a href=\"https://laohu8.com/S/TSM\">台积电</a>均跌超1%。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的一份看多报告,成了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>股价飙涨的最直接导火索。蔚来昨日大涨22.57%,创下历史新高,今日盘前该股再次逆势上涨超2%。截止发稿止,蔚来总市值达到了360亿美元,超过了历史更为悠久的<a href=\"https://laohu8.com/S/RACE\">法拉利</a>(公司总市值343亿美元)和福特(公司总市值301亿美元)。</p><p><a href=\"https://laohu8.com/S/CBL\">CBL金融</a>盘前涨超14%,重组支持协议申请延期至11月2日。</p><p>Nikola盘前跌超3%,早前德银将该股目标价下调至26美元。</p><p><a href=\"https://laohu8.com/S/AA\">美国铝业</a>盘前跌超6%,预计Q4营收环比下跌。</p><p>Fastly盘前跌超29%,Q3财报下调营收指引,同时,因该公司透露,其最大客户字节跳动由于遭遇美国政府禁令威胁,减少了对Fastly的产品使用。</p><p><b>其他市场</b></p><p>欧洲股市集体重挫,截止发稿时间,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌2.08%,法国CAC40指数跌2.37%,德国DAX指数跌2.88%。</p><p><img src=\"https://static.tigerbbs.com/8bcdfe4884e99815ec7b868c130ba509\" tg-width=\"845\" tg-height=\"346\">欧洲现在单日新增病例达到10万例。据报道,英国单日新增达2万。住院人数也明显上升,尽管死亡人数仍远低于春季峰值。为应对创新高的新增确诊人数,法国政府周三宣布巴黎大区等地区将从周六零点起在晚9点至早6点间宵禁,为期4-6周至12月。据报道,德国总理默克尔(Angela Merkel)周三与当地政界人士会晤后表示,现行措施仍然不足以遏制这场灾难。</p><p><b>原油</b></p><p>国际油价下跌,美油报39.52美元/桶,日内跌3.63%;布油现报41.86美元/桶,日内跌3.42%。</p><p>俄罗斯方面表现2021年1月份将按计划缩减减产规模,欧美疫情进一步恶化,欧洲更是推出新的封锁措施,加剧了市场对需求前景的担忧。</p><p>现货黄金日内跌0.63%,报1895.20美元/盎司。</p><p>新冠病例数增加和美国刺激计划磋商进展甚微,对美元指数构成支撑,金价反弹受阻,技术面短线看空信号延续;此前,市场预计金价高企将助黄金产出在2021年飙升8.8%创记录新高,也对金价不利。但仍需留意中长线逢低买盘的支撑情况。</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>盘前:蔚来逆势上涨市值超法拉利! 欧股、原油重挫</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盘前:蔚来逆势上涨市值超法拉利! 欧股、原油重挫\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\">2020-10-15 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月15日(周四),美股三大指数期货下跌,其中道指期货跌1.04%,纳指期货涨1.47%,标普500指数期货跌1.10%。美国上周首次申领失业救济人数89.8万,预估为82.5万,前值为84万。</p><p><img src=\"https://static.tigerbbs.com/d7475b0940285f17cafdd36f467bf8fd\" tg-width=\"828\" tg-height=\"254\"><b>个股异动</b></p><p>中概股盘前集体下跌,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>盘前暴跌超30%,上个交易日暴涨266.67%;达达、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>跌超4%,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌超3%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超2%,外媒称美国政府考虑将蚂蚁集团列入“贸易黑名单”;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超2%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>和<a href=\"https://laohu8.com/S/TSM\">台积电</a>均跌超1%。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的一份看多报告,成了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>股价飙涨的最直接导火索。蔚来昨日大涨22.57%,创下历史新高,今日盘前该股再次逆势上涨超2%。截止发稿止,蔚来总市值达到了360亿美元,超过了历史更为悠久的<a href=\"https://laohu8.com/S/RACE\">法拉利</a>(公司总市值343亿美元)和福特(公司总市值301亿美元)。</p><p><a href=\"https://laohu8.com/S/CBL\">CBL金融</a>盘前涨超14%,重组支持协议申请延期至11月2日。</p><p>Nikola盘前跌超3%,早前德银将该股目标价下调至26美元。</p><p><a href=\"https://laohu8.com/S/AA\">美国铝业</a>盘前跌超6%,预计Q4营收环比下跌。</p><p>Fastly盘前跌超29%,Q3财报下调营收指引,同时,因该公司透露,其最大客户字节跳动由于遭遇美国政府禁令威胁,减少了对Fastly的产品使用。</p><p><b>其他市场</b></p><p>欧洲股市集体重挫,截止发稿时间,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌2.08%,法国CAC40指数跌2.37%,德国DAX指数跌2.88%。</p><p><img src=\"https://static.tigerbbs.com/8bcdfe4884e99815ec7b868c130ba509\" tg-width=\"845\" tg-height=\"346\">欧洲现在单日新增病例达到10万例。据报道,英国单日新增达2万。住院人数也明显上升,尽管死亡人数仍远低于春季峰值。为应对创新高的新增确诊人数,法国政府周三宣布巴黎大区等地区将从周六零点起在晚9点至早6点间宵禁,为期4-6周至12月。据报道,德国总理默克尔(Angela Merkel)周三与当地政界人士会晤后表示,现行措施仍然不足以遏制这场灾难。</p><p><b>原油</b></p><p>国际油价下跌,美油报39.52美元/桶,日内跌3.63%;布油现报41.86美元/桶,日内跌3.42%。</p><p>俄罗斯方面表现2021年1月份将按计划缩减减产规模,欧美疫情进一步恶化,欧洲更是推出新的封锁措施,加剧了市场对需求前景的担忧。</p><p>现货黄金日内跌0.63%,报1895.20美元/盎司。</p><p>新冠病例数增加和美国刺激计划磋商进展甚微,对美元指数构成支撑,金价反弹受阻,技术面短线看空信号延续;此前,市场预计金价高企将助黄金产出在2021年飙升8.8%创记录新高,也对金价不利。但仍需留意中长线逢低买盘的支撑情况。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184143002","content_text":"10月15日(周四),美股三大指数期货下跌,其中道指期货跌1.04%,纳指期货涨1.47%,标普500指数期货跌1.10%。美国上周首次申领失业救济人数89.8万,预估为82.5万,前值为84万。个股异动中概股盘前集体下跌,开心汽车盘前暴跌超30%,上个交易日暴涨266.67%;达达、晶科能源跌超4%,小牛电动跌超3%,阿里巴巴跌超2%,外媒称美国政府考虑将蚂蚁集团列入“贸易黑名单”;理想汽车、京东、跟谁学、拼多多跌超2%,哔哩哔哩和台积电均跌超1%。摩根大通的一份看多报告,成了蔚来股价飙涨的最直接导火索。蔚来昨日大涨22.57%,创下历史新高,今日盘前该股再次逆势上涨超2%。截止发稿止,蔚来总市值达到了360亿美元,超过了历史更为悠久的法拉利(公司总市值343亿美元)和福特(公司总市值301亿美元)。CBL金融盘前涨超14%,重组支持协议申请延期至11月2日。Nikola盘前跌超3%,早前德银将该股目标价下调至26美元。美国铝业盘前跌超6%,预计Q4营收环比下跌。Fastly盘前跌超29%,Q3财报下调营收指引,同时,因该公司透露,其最大客户字节跳动由于遭遇美国政府禁令威胁,减少了对Fastly的产品使用。其他市场欧洲股市集体重挫,截止发稿时间,英国富时100指数跌2.08%,法国CAC40指数跌2.37%,德国DAX指数跌2.88%。欧洲现在单日新增病例达到10万例。据报道,英国单日新增达2万。住院人数也明显上升,尽管死亡人数仍远低于春季峰值。为应对创新高的新增确诊人数,法国政府周三宣布巴黎大区等地区将从周六零点起在晚9点至早6点间宵禁,为期4-6周至12月。据报道,德国总理默克尔(Angela Merkel)周三与当地政界人士会晤后表示,现行措施仍然不足以遏制这场灾难。原油国际油价下跌,美油报39.52美元/桶,日内跌3.63%;布油现报41.86美元/桶,日内跌3.42%。俄罗斯方面表现2021年1月份将按计划缩减减产规模,欧美疫情进一步恶化,欧洲更是推出新的封锁措施,加剧了市场对需求前景的担忧。现货黄金日内跌0.63%,报1895.20美元/盎司。新冠病例数增加和美国刺激计划磋商进展甚微,对美元指数构成支撑,金价反弹受阻,技术面短线看空信号延续;此前,市场预计金价高企将助黄金产出在2021年飙升8.8%创记录新高,也对金价不利。但仍需留意中长线逢低买盘的支撑情况。","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454045658283227","authorId":"3454045658283227","name":"喵个猫","avatar":"https://static.tigerbbs.com/696cc8cd361e47c57dd7bca3d95d08da","crmLevel":5,"crmLevelSwitch":0},"content":"法拉利会不会出电车?","text":"法拉利会不会出电车?","html":"法拉利会不会出电车?"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}