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2022-06-08
$ZIM Integrated Shipping Services Ltd.(ZIM)$
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夜渐深
2021-11-24
笑死了，钱花完了放水的钱就不存在了吗？去哪里了？
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22:04","market":"us","language":"zh","title":"老虎盘前观察：美国的通胀可能比预期更早结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1197937648","media":"老虎锐评","summary":"盘前观察\n美股盘前下跌。马斯克昨天重启股票出售，截至昨天累计售出近$100亿（总计会出售$170亿股票），行程刚过半。\n》》》盘前：聚焦美联储纪要！通胀数据今夜来袭\n美国的通胀可能比预期结束更早\n目前","content":"<p><b>盘前观察</b></p>\n<p>美股盘前下跌。马斯克昨天重启股票出售，截至昨天累计售出近$100亿（总计会出售$170亿股票），行程刚过半。</p>\n<p><b>》》》</b><a href=\"https://laohu8.com/NW/1122830616\" target=\"_blank\"><b>盘前：聚焦美联储纪要！通胀数据今夜来袭</b></a></p>\n<p><b>美国的通胀可能比预期结束更早</b></p>\n<p>目前市场对美国的通货膨胀，一致的看法是会持续很长一段时间，至少到2022年上半年。原来美联储的说法是到了年底通胀就会下去，白宫也一直坚称是供应链的问题不是钞票的问题导致了暂时的通胀。但是看到全美物价飞涨，这两个地方也不敢再提自己的看法了，而是偷偷开始做事控制物价。当然，那些坚持美国通货膨胀会很顽固的人，得到了很多肯定。</p>\n<p>不过，美国的通胀可能会比预期结束更早，更突然。最快今年年底，最晚明年年初就会看到通胀快速回落。</p>\n<p>这一波通胀，从基本面来说，就是美国<a href=\"https://laohu8.com/S/603883\">老百姓</a>的钱突然增多狂购物导致，供应链根本上也是因为购物太多导致了堵塞。而且因为新冠的关系，老百姓把更多的钱用于购买商品（买电子产品，买房），减少了服务业的消费（去酒吧，饭馆和旅游）。根据美国商务部的数据，目前在商品上的消费达到了疫情前的140%水平，在服务上的消费只有疫情前的98%。</p>\n<p>我一直觉得只要美国老百姓把钱花完了，这一波通胀就基本到头。钱一旦用完，不仅会减小通胀的压力，还会让这些人都赶紧出来上班工作，也解决了劳动力缺乏的问题。那么美国老百姓的钱花完了吗？根据美国商务部的数据，9月底美国老百姓的储蓄水平（$1.3万亿）已经基本上回到了疫情前的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/7626a2aecd0863ad31bce26689459c8b\" tg-width=\"618\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p>\n<p>除了宏观的数据以外，美国零售商的业绩分层现象，也在暗示美国的购买狂潮正在结束。</p>\n<p>Best Buy：本季度营收和去年同期基本持平，但是线上销售同比下降10%。</p>\n<p>Gap：本季度“营收不及预期下调全年预期”，上季度“营收好于预期并上调全年预期”。</p>\n<p>Dick’s Sporting Goods：本季度“线上营收持平”</p>\n<p>…</p>\n<p>当然，我只列举了部分前景有隐忧的零售商，这个季度总体来看，美国的零售商还是展现了强劲的业绩。但整体水平相较于上个季度来看，线上销售放缓是一个越来越被提及的现象。而线上销售放缓，也就暗示了美国老百姓无节制的消费模式，开始因为手头变紧而进行了改变。</p>\n<p>当老百姓没钱的时候，美国社会就会恢复正常，这一天的到来，会很快。</p>\n<p><img src=\"https://static.tigerbbs.com/9e59fef996ae5375ae5c8774192284e7\" tg-width=\"936\" tg-height=\"451\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p>达达(DADA)：3季度营收增长29.6%，<a href=\"https://laohu8.com/S/JD\">京东</a>到家营收占比64.7%，盘前涨1%。第3季度营收$16.868亿，去年同期$13.015亿；净亏损$5.427亿，去年同期$4.34亿。</p>\n<p><a href=\"https://laohu8.com/S/KC\">金山云</a>(KC)：3季度营收不及预期，盘前涨1%。第3季度营收¥24.14亿，去年同期¥17.288亿；净亏损¥5.08亿，去年同期¥1.055亿。</p>\n<p>Gap(GPS)：3季度营收不及预期，下调去年业绩指引，盘前跌20%。第3季度营收$39亿，同比下降1%。</p>\n<p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技(DELL)：3季度营收好于预期，盘前涨1%。第3季度营收$284亿，同比增长83.0%；净利润$7,900万，同比增长341%。</p>\n<p>Dollar Tree(DLTR)：受通胀影响，所有商品永久提价至$1.25以上。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：马斯克再出售价值$10.5亿的特斯拉股票。自11月8日以来，马斯克已累计卖出9,164,148股，占其目标出售份额的53.75%，行使期权8,528,686股。</p>\n<p>特斯拉(TSLA)：入门版Model 3/Y继上周五后再次涨价，均上涨¥4,752。在这轮调价过后，特斯拉Model 3补贴后¥25.56万，Model Y后驱版补贴后¥28.07万。有消息称，本次价格主要原因是2022年国家补贴可能进一步退坡。</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)：随着土耳其货币加速贬值，苹果暂停在土耳其销售产品。</p>\n<p>阿特斯(CSIQ)：子公司与<a href=\"https://laohu8.com/S/300750\">宁德时代</a>签署战略合作协议。双方将在储能系统、锂电池模组供应、储能项目运维服务、新能源技术等方面展开合作。</p>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>(EDU)：进一步回购债券，目前购回本金总额合计为$9,150万。购回本金总额占债券初始本金额约30.5%。</p>\n<p><b>其它</b></p>\n<p>全球确诊258,994,292(+565,294)例，死亡5,170,070(+7,610)例。</p>\n<p>美国确诊47,984,647(+94,335)例，死亡773,864(+1,125)例。</p>\n<p>纽约州确诊2,685,067(+5,336)例，死亡57,250(+27)例。</p>\n<p>美国3季度GDP增长2.1%，预期2.2%，前值2%。</p>\n<p>美国上周首次申请失业救济人数19.9万人，预期26万人，前值26.8万人。</p>\n<p>外交部：中方会根据自身实际和需要，安排投放国家储备原油。</p>\n<p>日本将拨款6,000亿日元，设立支持芯片企业的基金。</p>\n<p><img src=\"https://static.tigerbbs.com/22a1ba4b2d382bc73bdda478aaa04992\" tg-width=\"938\" tg-height=\"84\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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老虎盘前观察：美国的通胀可能比预期更早结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2021-11-24 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘前观察</b></p>\n<p>美股盘前下跌。马斯克昨天重启股票出售，截至昨天累计售出近$100亿（总计会出售$170亿股票），行程刚过半。</p>\n<p><b>》》》</b><a href=\"https://laohu8.com/NW/1122830616\" target=\"_blank\"><b>盘前：聚焦美联储纪要！通胀数据今夜来袭</b></a></p>\n<p><b>美国的通胀可能比预期结束更早</b></p>\n<p>目前市场对美国的通货膨胀，一致的看法是会持续很长一段时间，至少到2022年上半年。原来美联储的说法是到了年底通胀就会下去，白宫也一直坚称是供应链的问题不是钞票的问题导致了暂时的通胀。但是看到全美物价飞涨，这两个地方也不敢再提自己的看法了，而是偷偷开始做事控制物价。当然，那些坚持美国通货膨胀会很顽固的人，得到了很多肯定。</p>\n<p>不过，美国的通胀可能会比预期结束更早，更突然。最快今年年底，最晚明年年初就会看到通胀快速回落。</p>\n<p>这一波通胀，从基本面来说，就是美国<a href=\"https://laohu8.com/S/603883\">老百姓</a>的钱突然增多狂购物导致，供应链根本上也是因为购物太多导致了堵塞。而且因为新冠的关系，老百姓把更多的钱用于购买商品（买电子产品，买房），减少了服务业的消费（去酒吧，饭馆和旅游）。根据美国商务部的数据，目前在商品上的消费达到了疫情前的140%水平，在服务上的消费只有疫情前的98%。</p>\n<p>我一直觉得只要美国老百姓把钱花完了，这一波通胀就基本到头。钱一旦用完，不仅会减小通胀的压力，还会让这些人都赶紧出来上班工作，也解决了劳动力缺乏的问题。那么美国老百姓的钱花完了吗？根据美国商务部的数据，9月底美国老百姓的储蓄水平（$1.3万亿）已经基本上回到了疫情前的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/7626a2aecd0863ad31bce26689459c8b\" tg-width=\"618\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p>\n<p>除了宏观的数据以外，美国零售商的业绩分层现象，也在暗示美国的购买狂潮正在结束。</p>\n<p>Best Buy：本季度营收和去年同期基本持平，但是线上销售同比下降10%。</p>\n<p>Gap：本季度“营收不及预期下调全年预期”，上季度“营收好于预期并上调全年预期”。</p>\n<p>Dick’s Sporting Goods：本季度“线上营收持平”</p>\n<p>…</p>\n<p>当然，我只列举了部分前景有隐忧的零售商，这个季度总体来看，美国的零售商还是展现了强劲的业绩。但整体水平相较于上个季度来看，线上销售放缓是一个越来越被提及的现象。而线上销售放缓，也就暗示了美国老百姓无节制的消费模式，开始因为手头变紧而进行了改变。</p>\n<p>当老百姓没钱的时候，美国社会就会恢复正常，这一天的到来，会很快。</p>\n<p><img src=\"https://static.tigerbbs.com/9e59fef996ae5375ae5c8774192284e7\" tg-width=\"936\" tg-height=\"451\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p>达达(DADA)：3季度营收增长29.6%，<a href=\"https://laohu8.com/S/JD\">京东</a>到家营收占比64.7%，盘前涨1%。第3季度营收$16.868亿，去年同期$13.015亿；净亏损$5.427亿，去年同期$4.34亿。</p>\n<p><a href=\"https://laohu8.com/S/KC\">金山云</a>(KC)：3季度营收不及预期，盘前涨1%。第3季度营收¥24.14亿，去年同期¥17.288亿；净亏损¥5.08亿，去年同期¥1.055亿。</p>\n<p>Gap(GPS)：3季度营收不及预期，下调去年业绩指引，盘前跌20%。第3季度营收$39亿，同比下降1%。</p>\n<p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技(DELL)：3季度营收好于预期，盘前涨1%。第3季度营收$284亿，同比增长83.0%；净利润$7,900万，同比增长341%。</p>\n<p>Dollar Tree(DLTR)：受通胀影响，所有商品永久提价至$1.25以上。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：马斯克再出售价值$10.5亿的特斯拉股票。自11月8日以来，马斯克已累计卖出9,164,148股，占其目标出售份额的53.75%，行使期权8,528,686股。</p>\n<p>特斯拉(TSLA)：入门版Model 3/Y继上周五后再次涨价，均上涨¥4,752。在这轮调价过后，特斯拉Model 3补贴后¥25.56万，Model Y后驱版补贴后¥28.07万。有消息称，本次价格主要原因是2022年国家补贴可能进一步退坡。</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)：随着土耳其货币加速贬值，苹果暂停在土耳其销售产品。</p>\n<p>阿特斯(CSIQ)：子公司与<a href=\"https://laohu8.com/S/300750\">宁德时代</a>签署战略合作协议。双方将在储能系统、锂电池模组供应、储能项目运维服务、新能源技术等方面展开合作。</p>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>(EDU)：进一步回购债券，目前购回本金总额合计为$9,150万。购回本金总额占债券初始本金额约30.5%。</p>\n<p><b>其它</b></p>\n<p>全球确诊258,994,292(+565,294)例，死亡5,170,070(+7,610)例。</p>\n<p>美国确诊47,984,647(+94,335)例，死亡773,864(+1,125)例。</p>\n<p>纽约州确诊2,685,067(+5,336)例，死亡57,250(+27)例。</p>\n<p>美国3季度GDP增长2.1%，预期2.2%，前值2%。</p>\n<p>美国上周首次申请失业救济人数19.9万人，预期26万人，前值26.8万人。</p>\n<p>外交部：中方会根据自身实际和需要，安排投放国家储备原油。</p>\n<p>日本将拨款6,000亿日元，设立支持芯片企业的基金。</p>\n<p><img src=\"https://static.tigerbbs.com/22a1ba4b2d382bc73bdda478aaa04992\" tg-width=\"938\" tg-height=\"84\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197937648","content_text":"盘前观察\n美股盘前下跌。马斯克昨天重启股票出售，截至昨天累计售出近$100亿（总计会出售$170亿股票），行程刚过半。\n》》》盘前：聚焦美联储纪要！通胀数据今夜来袭\n美国的通胀可能比预期结束更早\n目前市场对美国的通货膨胀，一致的看法是会持续很长一段时间，至少到2022年上半年。原来美联储的说法是到了年底通胀就会下去，白宫也一直坚称是供应链的问题不是钞票的问题导致了暂时的通胀。但是看到全美物价飞涨，这两个地方也不敢再提自己的看法了，而是偷偷开始做事控制物价。当然，那些坚持美国通货膨胀会很顽固的人，得到了很多肯定。\n不过，美国的通胀可能会比预期结束更早，更突然。最快今年年底，最晚明年年初就会看到通胀快速回落。\n这一波通胀，从基本面来说，就是美国老百姓的钱突然增多狂购物导致，供应链根本上也是因为购物太多导致了堵塞。而且因为新冠的关系，老百姓把更多的钱用于购买商品（买电子产品，买房），减少了服务业的消费（去酒吧，饭馆和旅游）。根据美国商务部的数据，目前在商品上的消费达到了疫情前的140%水平，在服务上的消费只有疫情前的98%。\n我一直觉得只要美国老百姓把钱花完了，这一波通胀就基本到头。钱一旦用完，不仅会减小通胀的压力，还会让这些人都赶紧出来上班工作，也解决了劳动力缺乏的问题。那么美国老百姓的钱花完了吗？根据美国商务部的数据，9月底美国老百姓的储蓄水平（$1.3万亿）已经基本上回到了疫情前的水平。\n\n除了宏观的数据以外，美国零售商的业绩分层现象，也在暗示美国的购买狂潮正在结束。\nBest Buy：本季度营收和去年同期基本持平，但是线上销售同比下降10%。\nGap：本季度“营收不及预期下调全年预期”，上季度“营收好于预期并上调全年预期”。\nDick’s Sporting Goods：本季度“线上营收持平”\n…\n当然，我只列举了部分前景有隐忧的零售商，这个季度总体来看，美国的零售商还是展现了强劲的业绩。但整体水平相较于上个季度来看，线上销售放缓是一个越来越被提及的现象。而线上销售放缓，也就暗示了美国老百姓无节制的消费模式，开始因为手头变紧而进行了改变。\n当老百姓没钱的时候，美国社会就会恢复正常，这一天的到来，会很快。\n\n公司新闻\n达达(DADA)：3季度营收增长29.6%，京东到家营收占比64.7%，盘前涨1%。第3季度营收$16.868亿，去年同期$13.015亿；净亏损$5.427亿，去年同期$4.34亿。\n金山云(KC)：3季度营收不及预期，盘前涨1%。第3季度营收¥24.14亿，去年同期¥17.288亿；净亏损¥5.08亿，去年同期¥1.055亿。\nGap(GPS)：3季度营收不及预期，下调去年业绩指引，盘前跌20%。第3季度营收$39亿，同比下降1%。\n戴尔科技(DELL)：3季度营收好于预期，盘前涨1%。第3季度营收$284亿，同比增长83.0%；净利润$7,900万，同比增长341%。\nDollar Tree(DLTR)：受通胀影响，所有商品永久提价至$1.25以上。\n特斯拉(TSLA)：马斯克再出售价值$10.5亿的特斯拉股票。自11月8日以来，马斯克已累计卖出9,164,148股，占其目标出售份额的53.75%，行使期权8,528,686股。\n特斯拉(TSLA)：入门版Model 3/Y继上周五后再次涨价，均上涨¥4,752。在这轮调价过后，特斯拉Model 3补贴后¥25.56万，Model Y后驱版补贴后¥28.07万。有消息称，本次价格主要原因是2022年国家补贴可能进一步退坡。\n苹果(AAPL)：随着土耳其货币加速贬值，苹果暂停在土耳其销售产品。\n阿特斯(CSIQ)：子公司与宁德时代签署战略合作协议。双方将在储能系统、锂电池模组供应、储能项目运维服务、新能源技术等方面展开合作。\n新东方(EDU)：进一步回购债券，目前购回本金总额合计为$9,150万。购回本金总额占债券初始本金额约30.5%。\n其它\n全球确诊258,994,292(+565,294)例，死亡5,170,070(+7,610)例。\n美国确诊47,984,647(+94,335)例，死亡773,864(+1,125)例。\n纽约州确诊2,685,067(+5,336)例，死亡57,250(+27)例。\n美国3季度GDP增长2.1%，预期2.2%，前值2%。\n美国上周首次申请失业救济人数19.9万人，预期26万人，前值26.8万人。\n外交部：中方会根据自身实际和需要，安排投放国家储备原油。\n日本将拨款6,000亿日元，设立支持芯片企业的基金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680040715,"gmtCreate":1654695402043,"gmtModify":1704860139801,"author":{"id":"3486332513175492","authorId":"3486332513175492","name":"夜渐深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486332513175492","idStr":"3486332513175492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>为啥暴跌","listText":"<a href=\"https://laohu8.com/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$</a>为啥暴跌","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$为啥暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680040715","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
