萌虎下山的个人主页 - 老虎社区

萌虎下山

萌虎下山

哈哈

IP属地：北京

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2022-08-16

那么问题来了，救世主博士怎么看呢？

外媒头条 | 末日博士称美经济只有硬着陆和通胀失控两条路

2022-08-08

浮亏而已，对于巴菲特来说就回撤几个点的事儿

抱歉，原内容已删除

2021-12-16

笑死我了，真是够秘密，我居然都不知道

市场消息：美国社区论坛Reddit秘密递交IPO申请

2019-08-02

$纳斯达克(.IXIC)$ 不好意思，特朗普每月例假又来了，大伙也见怪不怪了

2019-06-25

$纳斯达克(.IXIC)$ 鲍威尔，特黄毛，整天就看你们表演了

2019-06-19

$FUT:NQ100指数主连(NQmain)$ 恶心玩意，白天就一个劲下跌压制新兴国家股市，一到晚上又跟吃了药一样猛拉，a股得被它玩死

2019-06-06

$跟谁学(GSX)$ 有绿鞋还能破发，真five

2019-06-06

$跟谁学(GSX)$ 750才中50，早知道不用这么多资金打了，下次就50

2019-05-13

$纳斯达克(.IXIC)$ $纳指ETF(QQQ)$ 要打就打，反正中国股市已经熊了，在底部，而美国股市在历史高点，光脚的不怕穿鞋的，就不能让步，来吧特黄毛！

2019-04-18

$Zoom(ZM)$ 160亿市值，感觉估值过高了

2019-04-17

$哔哩哔哩(BILI)$ 从上市起就关注小破站了，这不算什么，一个小风波罢了，去年央视点名批评股价跌到了10元，然后没过多久就翻倍了

2019-04-15

$哔哩哔哩(BILI)$ 你炒股的样子好像蔡徐坤

2019-04-09

$小米集团-W(01810)$ 真是垃圾公司，赚的钱几乎都跑到高管口袋里面了，给股东又留下了什么，要分红没分红，简直是个吸血鬼！

2019-03-12

$波音(BA)$ 辣基公司，出了事，还敢说没问题

2018-07-31

$小米集团-W(01810)$ 年轻人的第一支港股，年轻人的第一次套牢，套在了20.88

2018-07-26

$Facebook(FB)$ 赌一把梭哈，满仓干

2018-07-26

$哔哩哔哩(BILI)$ 你以为我是做视频网站的？其实我是做手游的！

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tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选</b></p><p>被称为“末日博士”的经济学家鲁比尼表示，鉴于美联储采取的数十年来最激进的货币紧缩行动，美国经济只有两条出路：经济硬着陆或通胀持续高企。</p><p>这位Roubini Macro Associates的董事长兼首席执行官周一在接受电视采访时表示，“联邦基金利率应该要远高于4%才能将通胀率推向2%，我认为基准利率可能需达到4.5%-5%”。</p><p>“如果不这样做，控制不了通胀预期，”鲁比尼说。 “但如果这样做，经济将硬着陆。所以就是二选一，要么是硬着陆，要么通胀失控。”</p><p>美联储在6月政策会议后发布的点阵图显示，联邦基金利率到今年年底将达到3.375%左右，到2023年底将接近3.8%。鲁比尼认为这不够鹰派。</p><p>“即使利率升到3.8%，我们的通胀率仍将处于8%左右这个远高于目标的水平，而且下降速度缓慢，”他说。 “在我看来，市场对于美联储明年将转为降息的想法是白日做梦。”</p><p><img src=\"https://static.tigerbbs.com/64375a07b601233e385607308e0a07e7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>纽约州制造业活动重挫 降幅为2001年以来第二大</b></p><p>衡量纽约州制造业活动的一项指数创下了2001年以来第二大跌幅，因订单和出货急剧下降，表明需求出现了陡然下滑。</p><p>纽约联邦储备银行周一发布的8月整体企业活动状况数据显示，该指数大跌逾42点至负31.3，降幅仅次于2020年4月。读数低于零表明萎缩，且数据远低于调查中最悲观的预测。</p><p>当月报告企业状况走弱的纽约企业占比较前月增长了近一倍至43.6%。订单和出货状况也出现了类似的恶化。</p><p>纽约联储银行的订单指数从6.2跌至-29.6，出货指标则从25.3降至-24.1。两项数字以及整体企业状况指标均降至2020年5月以来最弱水平。</p><p>展望未来，该州的制造商只是略微乐观。六个月展望指数从7月的负6.2升至2.1。</p><p><img src=\"https://static.tigerbbs.com/74e518f00a763b8fdc22421c60898c19\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</b></p><p>一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。</p><p>除了建材和劳动力成本上升外，按揭利率提高给购房者带来的压力引发住建商信心进一步下滑。买家的退却导致住房库存增加，新增建筑活动减少。</p><p>NAHB首席经济学家Robert Dietz表示，“美联储收紧货币政策以及持续高企的建筑成本导致房地产市场陷入衰退” 。</p><p><img src=\"https://static.tigerbbs.com/213aa7746995f660b161fdea9d36d373\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来</b></p><p>美国证券交易委员会（SEC）周一披露的文件显示，电影《大空头》原型人物、曾经预测到金融危机的迈克尔-伯里（Michael Burry）在二季度几近抛售所有持股，将其美股投资组合削减至单一资产。</p><p>伯里的Scion Asset Management披露了超过500000股Geo Group的持股股，价值330万美元。Geo Group投资于私人监狱和心理健康设施，市值不到9亿美元。</p><p>伯里的追随者们可能会将其最新决策解释为不祥之兆。伯里在去年夏季曾称市场出现了“有史以来最大的投机泡沫”，并表示meme股和加密货币的所有者正朝着“崩盘之母（mother of all crashes）”迈进。</p><p>他在近期再度告诫投资者，不要对最近的股市反弹过于兴奋，因此市场在触底之前会出现许多暂时性的反弹。他还表示，疫情高峰期间市场的“愚蠢”又回来了，并于周末在社交媒体上称，他“无法摆脱‘9·11’事件、安然和世通丑闻爆发前2001年市况的那种愚蠢的感觉”。</p><p><img src=\"https://static.tigerbbs.com/459745bdd7bd7fb1b22faebdbee96cea\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>消息称苹果计划在更多iPhone应用程序中投放广告</b></p><p>据报道，苹果公司可能会将广告投放扩大到iPhone上的更多第一方应用程序中，以增加收入。该报道称，该公司目前的广告业务年收入约为40亿美元，但希望将该细分市场增长到“百亿级别”。</p><p>苹果公司已经在一些应用程序中展示广告，如Apple News和Stocks。该公司最近还宣布了在App Store中扩展广告的计划。报道称，该公司正考虑向苹果地图添加广告的方法，“很可能”也会在Podcasts和Books商店中插入广告。</p><p>媒体没有立即联系到苹果公司发言人对报道发表评论。</p><p>Needham分析师在8月3日的一份报告中写道，他们认为苹果公司的下一个重要收入来源是广告。</p><p>“苹果公司拥有一流的用户数据，”报告称，“如果该公司构建了一个DSP（需求方平台），其可以控制数据的使用方式和位置，并可以防止数据泄露到围墙花园之外。”</p><p><img src=\"https://static.tigerbbs.com/b6c3dd9d5b1a97014fd9c61dd236cfe1\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p><b>基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN</b></p><p>据媒体获得的一封信，亿万富翁投资者丹尼尔-勒布（Daniel Loeb）旗下的对冲基金Third Point再度买入迪士尼的股份，并推动该娱乐巨头剥离其体育频道ESPN。</p><p>受此消息影响，迪士尼股价上涨超2%。据报道，勒布持有的股份价值约10亿美元。</p><p>勒布在给迪士尼CEO鲍勃-查佩克（Bob Chapek）的一封信中表示，有充分的理由认为ESPN业务应该被剥离，并表示该部门为迪士尼带来了可观的自由现金流。</p><p>“（若进行分拆）ESPN将有更大的灵活性来追求迪士尼的商业计划，例如体育博彩，”勒布说。“我们相信，两家公司之间的多数安排都可以通过合同进行，就像<a href=\"https://laohu8.com/S/EBAY\">eBay</a>剥离<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>的同时也可以继续使用该产品处理付款。”</p><p>其次，勒布还敦促迪士尼将流媒体Hulu整合到Disney+直接面向消费者的平台中。</p><p>此前<a href=\"https://laohu8.com/S/CMCSK\">康卡斯特</a>已与迪士尼达成协议，将在两年内将其持有的Hulu 33%的股份出售给后者。勒布表示，迪士尼应该“尽一切努力”在2024年截止日期之前收购<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>剩余的少数股权。</p></body></html>","source":"sina","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>外媒头条 | 末日博士称美经济只有硬着陆和通胀失控两条路</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{ 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}\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外媒头条 | 末日博士称美经济只有硬着陆和通胀失控两条路\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 05:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2022-08-16/doc-imizmscv6376082.shtml?finpagefr=p_115><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选2、纽约州制造业活动重挫 降幅为2001年以来第二大3、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降4、《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来5、消息称苹果计划在更多iPhone应用程序中投放广告6、基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2022-08-16/doc-imizmscv6376082.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/049b204b0f954a9e73c72a451ae627eb","relate_stocks":{"AAPL":"苹果","DIS":"迪士尼",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/roll/2022-08-16/doc-imizmscv6376082.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2259954020","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选2、纽约州制造业活动重挫 降幅为2001年以来第二大3、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降4、《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来5、消息称苹果计划在更多iPhone应用程序中投放广告6、基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选被称为“末日博士”的经济学家鲁比尼表示，鉴于美联储采取的数十年来最激进的货币紧缩行动，美国经济只有两条出路：经济硬着陆或通胀持续高企。这位Roubini Macro Associates的董事长兼首席执行官周一在接受电视采访时表示，“联邦基金利率应该要远高于4%才能将通胀率推向2%，我认为基准利率可能需达到4.5%-5%”。“如果不这样做，控制不了通胀预期，”鲁比尼说。 “但如果这样做，经济将硬着陆。所以就是二选一，要么是硬着陆，要么通胀失控。”美联储在6月政策会议后发布的点阵图显示，联邦基金利率到今年年底将达到3.375%左右，到2023年底将接近3.8%。鲁比尼认为这不够鹰派。“即使利率升到3.8%，我们的通胀率仍将处于8%左右这个远高于目标的水平，而且下降速度缓慢，”他说。 “在我看来，市场对于美联储明年将转为降息的想法是白日做梦。”纽约州制造业活动重挫 降幅为2001年以来第二大衡量纽约州制造业活动的一项指数创下了2001年以来第二大跌幅，因订单和出货急剧下降，表明需求出现了陡然下滑。纽约联邦储备银行周一发布的8月整体企业活动状况数据显示，该指数大跌逾42点至负31.3，降幅仅次于2020年4月。读数低于零表明萎缩，且数据远低于调查中最悲观的预测。当月报告企业状况走弱的纽约企业占比较前月增长了近一倍至43.6%。订单和出货状况也出现了类似的恶化。纽约联储银行的订单指数从6.2跌至-29.6，出货指标则从25.3降至-24.1。两项数字以及整体企业状况指标均降至2020年5月以来最弱水平。展望未来，该州的制造商只是略微乐观。六个月展望指数从7月的负6.2升至2.1。美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。根据全国住宅建筑商协会（NAHB）/富国银行周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。除了建材和劳动力成本上升外，按揭利率提高给购房者带来的压力引发住建商信心进一步下滑。买家的退却导致住房库存增加，新增建筑活动减少。NAHB首席经济学家Robert Dietz表示，“美联储收紧货币政策以及持续高企的建筑成本导致房地产市场陷入衰退” 。《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来美国证券交易委员会（SEC）周一披露的文件显示，电影《大空头》原型人物、曾经预测到金融危机的迈克尔-伯里（Michael Burry）在二季度几近抛售所有持股，将其美股投资组合削减至单一资产。伯里的Scion Asset Management披露了超过500000股Geo Group的持股股，价值330万美元。Geo Group投资于私人监狱和心理健康设施，市值不到9亿美元。伯里的追随者们可能会将其最新决策解释为不祥之兆。伯里在去年夏季曾称市场出现了“有史以来最大的投机泡沫”，并表示meme股和加密货币的所有者正朝着“崩盘之母（mother of all crashes）”迈进。他在近期再度告诫投资者，不要对最近的股市反弹过于兴奋，因此市场在触底之前会出现许多暂时性的反弹。他还表示，疫情高峰期间市场的“愚蠢”又回来了，并于周末在社交媒体上称，他“无法摆脱‘9·11’事件、安然和世通丑闻爆发前2001年市况的那种愚蠢的感觉”。消息称苹果计划在更多iPhone应用程序中投放广告据报道，苹果公司可能会将广告投放扩大到iPhone上的更多第一方应用程序中，以增加收入。该报道称，该公司目前的广告业务年收入约为40亿美元，但希望将该细分市场增长到“百亿级别”。苹果公司已经在一些应用程序中展示广告，如Apple News和Stocks。该公司最近还宣布了在App Store中扩展广告的计划。报道称，该公司正考虑向苹果地图添加广告的方法，“很可能”也会在Podcasts和Books商店中插入广告。媒体没有立即联系到苹果公司发言人对报道发表评论。Needham分析师在8月3日的一份报告中写道，他们认为苹果公司的下一个重要收入来源是广告。“苹果公司拥有一流的用户数据，”报告称，“如果该公司构建了一个DSP（需求方平台），其可以控制数据的使用方式和位置，并可以防止数据泄露到围墙花园之外。”基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN据媒体获得的一封信，亿万富翁投资者丹尼尔-勒布（Daniel Loeb）旗下的对冲基金Third Point再度买入迪士尼的股份，并推动该娱乐巨头剥离其体育频道ESPN。受此消息影响，迪士尼股价上涨超2%。据报道，勒布持有的股份价值约10亿美元。勒布在给迪士尼CEO鲍勃-查佩克（Bob Chapek）的一封信中表示，有充分的理由认为ESPN业务应该被剥离，并表示该部门为迪士尼带来了可观的自由现金流。“（若进行分拆）ESPN将有更大的灵活性来追求迪士尼的商业计划，例如体育博彩，”勒布说。“我们相信，两家公司之间的多数安排都可以通过合同进行，就像eBay剥离PayPal的同时也可以继续使用该产品处理付款。”其次，勒布还敦促迪士尼将流媒体Hulu整合到Disney+直接面向消费者的平台中。此前康卡斯特已与迪士尼达成协议，将在两年内将其持有的Hulu 33%的股份出售给后者。勒布表示，迪士尼应该“尽一切努力”在2024年截止日期之前收购康卡斯特剩余的少数股权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685755255,"gmtCreate":1659957414479,"gmtModify":1659957414479,"author":{"id":"3491561329729526","authorId":"3491561329729526","name":"萌虎下山","avatar":"https://static.tigerbbs.com/6fd234980654391e9fabb3246036fb31","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491561329729526","authorIdStr":"3491561329729526"},"themes":[],"htmlText":"浮亏而已，对于巴菲特来说就回撤几个点的事儿","listText":"浮亏而已，对于巴菲特来说就回撤几个点的事儿","text":"浮亏而已，对于巴菲特来说就回撤几个点的事儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685755255","repostId":"2257394664","repostType":2,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690940915,"gmtCreate":1639625269408,"gmtModify":1639625269408,"author":{"id":"3491561329729526","authorId":"3491561329729526","name":"萌虎下山","avatar":"https://static.tigerbbs.com/6fd234980654391e9fabb3246036fb31","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491561329729526","authorIdStr":"3491561329729526"},"themes":[],"htmlText":"笑死我了，真是够秘密，我居然都不知道","listText":"笑死我了，真是够秘密，我居然都不知道","text":"笑死我了，真是够秘密，我居然都不知道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690940915","repostId":"1182689439","repostType":2,"repost":{"id":"1182689439","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":1639621513,"share":"https://www.laohu8.com/m/news/1182689439?lang=&edition=full","pubTime":"2021-12-16 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05:30","market":"sh","language":"zh","title":"外媒头条 | 末日博士称美经济只有硬着陆和通胀失控两条路","url":"https://stock-news.laohu8.com/highlight/detail?id=2259954020","media":"环球市场播报","summary":"　　被称为“末日博士”的经济学家鲁比尼表示，鉴于美联储采取的数十年来最激进的货币紧缩行动，美国经济只有两条出路：经济硬着陆或通胀持续高企。“但如果这样做，经济将硬着陆。所以就是二选一，要么是硬着陆，要么通胀失控。”　　美联储在6月政策会议后发布的点阵图显示，联邦基金利率到今年年底将达到3.375%左右，到2023年底将接近3.8%。两项数字以及整体企业状况指标均降至2020年5月以来最弱水平。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选</b></blockquote><blockquote><b>2、纽约州制造业活动重挫 降幅为2001年以来第二大</b></blockquote><blockquote><b>3、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</b></blockquote><blockquote><b>4、《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来</b></blockquote><blockquote><b>5、消息称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划在更多iPhone应用程序中投放广告</b></blockquote><blockquote><b>6、基金巨鳄Third Point再度买入<a href=\"https://laohu8.com/S/DIS\">迪士尼</a> 欲推动分拆ESPN</b></blockquote><p><img src=\"https://static.tigerbbs.com/049b204b0f954a9e73c72a451ae627eb\" tg-width=\"550\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p><b>鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选</b></p><p>被称为“末日博士”的经济学家鲁比尼表示，鉴于美联储采取的数十年来最激进的货币紧缩行动，美国经济只有两条出路：经济硬着陆或通胀持续高企。</p><p>这位Roubini Macro Associates的董事长兼首席执行官周一在接受电视采访时表示，“联邦基金利率应该要远高于4%才能将通胀率推向2%，我认为基准利率可能需达到4.5%-5%”。</p><p>“如果不这样做，控制不了通胀预期，”鲁比尼说。 “但如果这样做，经济将硬着陆。所以就是二选一，要么是硬着陆，要么通胀失控。”</p><p>美联储在6月政策会议后发布的点阵图显示，联邦基金利率到今年年底将达到3.375%左右，到2023年底将接近3.8%。鲁比尼认为这不够鹰派。</p><p>“即使利率升到3.8%，我们的通胀率仍将处于8%左右这个远高于目标的水平，而且下降速度缓慢，”他说。 “在我看来，市场对于美联储明年将转为降息的想法是白日做梦。”</p><p><img src=\"https://static.tigerbbs.com/64375a07b601233e385607308e0a07e7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>纽约州制造业活动重挫 降幅为2001年以来第二大</b></p><p>衡量纽约州制造业活动的一项指数创下了2001年以来第二大跌幅，因订单和出货急剧下降，表明需求出现了陡然下滑。</p><p>纽约联邦储备银行周一发布的8月整体企业活动状况数据显示，该指数大跌逾42点至负31.3，降幅仅次于2020年4月。读数低于零表明萎缩，且数据远低于调查中最悲观的预测。</p><p>当月报告企业状况走弱的纽约企业占比较前月增长了近一倍至43.6%。订单和出货状况也出现了类似的恶化。</p><p>纽约联储银行的订单指数从6.2跌至-29.6，出货指标则从25.3降至-24.1。两项数字以及整体企业状况指标均降至2020年5月以来最弱水平。</p><p>展望未来，该州的制造商只是略微乐观。六个月展望指数从7月的负6.2升至2.1。</p><p><img src=\"https://static.tigerbbs.com/74e518f00a763b8fdc22421c60898c19\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降</b></p><p>一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。</p><p>除了建材和劳动力成本上升外，按揭利率提高给购房者带来的压力引发住建商信心进一步下滑。买家的退却导致住房库存增加，新增建筑活动减少。</p><p>NAHB首席经济学家Robert Dietz表示，“美联储收紧货币政策以及持续高企的建筑成本导致房地产市场陷入衰退” 。</p><p><img src=\"https://static.tigerbbs.com/213aa7746995f660b161fdea9d36d373\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来</b></p><p>美国证券交易委员会（SEC）周一披露的文件显示，电影《大空头》原型人物、曾经预测到金融危机的迈克尔-伯里（Michael Burry）在二季度几近抛售所有持股，将其美股投资组合削减至单一资产。</p><p>伯里的Scion Asset Management披露了超过500000股Geo Group的持股股，价值330万美元。Geo Group投资于私人监狱和心理健康设施，市值不到9亿美元。</p><p>伯里的追随者们可能会将其最新决策解释为不祥之兆。伯里在去年夏季曾称市场出现了“有史以来最大的投机泡沫”，并表示meme股和加密货币的所有者正朝着“崩盘之母（mother of all crashes）”迈进。</p><p>他在近期再度告诫投资者，不要对最近的股市反弹过于兴奋，因此市场在触底之前会出现许多暂时性的反弹。他还表示，疫情高峰期间市场的“愚蠢”又回来了，并于周末在社交媒体上称，他“无法摆脱‘9·11’事件、安然和世通丑闻爆发前2001年市况的那种愚蠢的感觉”。</p><p><img src=\"https://static.tigerbbs.com/459745bdd7bd7fb1b22faebdbee96cea\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>消息称苹果计划在更多iPhone应用程序中投放广告</b></p><p>据报道，苹果公司可能会将广告投放扩大到iPhone上的更多第一方应用程序中，以增加收入。该报道称，该公司目前的广告业务年收入约为40亿美元，但希望将该细分市场增长到“百亿级别”。</p><p>苹果公司已经在一些应用程序中展示广告，如Apple News和Stocks。该公司最近还宣布了在App Store中扩展广告的计划。报道称，该公司正考虑向苹果地图添加广告的方法，“很可能”也会在Podcasts和Books商店中插入广告。</p><p>媒体没有立即联系到苹果公司发言人对报道发表评论。</p><p>Needham分析师在8月3日的一份报告中写道，他们认为苹果公司的下一个重要收入来源是广告。</p><p>“苹果公司拥有一流的用户数据，”报告称，“如果该公司构建了一个DSP（需求方平台），其可以控制数据的使用方式和位置，并可以防止数据泄露到围墙花园之外。”</p><p><img src=\"https://static.tigerbbs.com/b6c3dd9d5b1a97014fd9c61dd236cfe1\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p><b>基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN</b></p><p>据媒体获得的一封信，亿万富翁投资者丹尼尔-勒布（Daniel Loeb）旗下的对冲基金Third Point再度买入迪士尼的股份，并推动该娱乐巨头剥离其体育频道ESPN。</p><p>受此消息影响，迪士尼股价上涨超2%。据报道，勒布持有的股份价值约10亿美元。</p><p>勒布在给迪士尼CEO鲍勃-查佩克（Bob Chapek）的一封信中表示，有充分的理由认为ESPN业务应该被剥离，并表示该部门为迪士尼带来了可观的自由现金流。</p><p>“（若进行分拆）ESPN将有更大的灵活性来追求迪士尼的商业计划，例如体育博彩，”勒布说。“我们相信，两家公司之间的多数安排都可以通过合同进行，就像<a href=\"https://laohu8.com/S/EBAY\">eBay</a>剥离<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>的同时也可以继续使用该产品处理付款。”</p><p>其次，勒布还敦促迪士尼将流媒体Hulu整合到Disney+直接面向消费者的平台中。</p><p>此前<a href=\"https://laohu8.com/S/CMCSK\">康卡斯特</a>已与迪士尼达成协议，将在两年内将其持有的Hulu 33%的股份出售给后者。勒布表示，迪士尼应该“尽一切努力”在2024年截止日期之前收购<a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a>剩余的少数股权。</p></body></html>","source":"sina","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>外媒头条 | 末日博士称美经济只有硬着陆和通胀失控两条路</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{ 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}\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外媒头条 | 末日博士称美经济只有硬着陆和通胀失控两条路\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 05:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2022-08-16/doc-imizmscv6376082.shtml?finpagefr=p_115><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选2、纽约州制造业活动重挫 降幅为2001年以来第二大3、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降4、《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来5、消息称苹果计划在更多iPhone应用程序中投放广告6、基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2022-08-16/doc-imizmscv6376082.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/049b204b0f954a9e73c72a451ae627eb","relate_stocks":{"AAPL":"苹果","DIS":"迪士尼",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/roll/2022-08-16/doc-imizmscv6376082.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2259954020","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选2、纽约州制造业活动重挫 降幅为2001年以来第二大3、美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降4、《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来5、消息称苹果计划在更多iPhone应用程序中投放广告6、基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN鲁比尼：美国经济只有硬着陆和通胀失控这两条路可选被称为“末日博士”的经济学家鲁比尼表示，鉴于美联储采取的数十年来最激进的货币紧缩行动，美国经济只有两条出路：经济硬着陆或通胀持续高企。这位Roubini Macro Associates的董事长兼首席执行官周一在接受电视采访时表示，“联邦基金利率应该要远高于4%才能将通胀率推向2%，我认为基准利率可能需达到4.5%-5%”。“如果不这样做，控制不了通胀预期，”鲁比尼说。 “但如果这样做，经济将硬着陆。所以就是二选一，要么是硬着陆，要么通胀失控。”美联储在6月政策会议后发布的点阵图显示，联邦基金利率到今年年底将达到3.375%左右，到2023年底将接近3.8%。鲁比尼认为这不够鹰派。“即使利率升到3.8%，我们的通胀率仍将处于8%左右这个远高于目标的水平，而且下降速度缓慢，”他说。 “在我看来，市场对于美联储明年将转为降息的想法是白日做梦。”纽约州制造业活动重挫 降幅为2001年以来第二大衡量纽约州制造业活动的一项指数创下了2001年以来第二大跌幅，因订单和出货急剧下降，表明需求出现了陡然下滑。纽约联邦储备银行周一发布的8月整体企业活动状况数据显示，该指数大跌逾42点至负31.3，降幅仅次于2020年4月。读数低于零表明萎缩，且数据远低于调查中最悲观的预测。当月报告企业状况走弱的纽约企业占比较前月增长了近一倍至43.6%。订单和出货状况也出现了类似的恶化。纽约联储银行的订单指数从6.2跌至-29.6，出货指标则从25.3降至-24.1。两项数字以及整体企业状况指标均降至2020年5月以来最弱水平。展望未来，该州的制造商只是略微乐观。六个月展望指数从7月的负6.2升至2.1。美国住宅建筑商信心指数创2007年楼市崩盘以来最长连降一项衡量美国住宅建筑商信心的指标连续第八个月下滑，创下2007年住房市场崩盘以来的最长连降。根据全国住宅建筑商协会（NAHB）/富国银行周一公布的数据，美国8月份住宅建筑商信心指数下降6点至49，比调查的经济学家中最悲观预期还低，自2020年5月以来首次跌破50这一荣枯分水岭。除了建材和劳动力成本上升外，按揭利率提高给购房者带来的压力引发住建商信心进一步下滑。买家的退却导致住房库存增加，新增建筑活动减少。NAHB首席经济学家Robert Dietz表示，“美联储收紧货币政策以及持续高企的建筑成本导致房地产市场陷入衰退” 。《大空头》原型二季度几近抛售所有持股 曾警告史诗般市场崩盘即将到来美国证券交易委员会（SEC）周一披露的文件显示，电影《大空头》原型人物、曾经预测到金融危机的迈克尔-伯里（Michael Burry）在二季度几近抛售所有持股，将其美股投资组合削减至单一资产。伯里的Scion Asset Management披露了超过500000股Geo Group的持股股，价值330万美元。Geo Group投资于私人监狱和心理健康设施，市值不到9亿美元。伯里的追随者们可能会将其最新决策解释为不祥之兆。伯里在去年夏季曾称市场出现了“有史以来最大的投机泡沫”，并表示meme股和加密货币的所有者正朝着“崩盘之母（mother of all crashes）”迈进。他在近期再度告诫投资者，不要对最近的股市反弹过于兴奋，因此市场在触底之前会出现许多暂时性的反弹。他还表示，疫情高峰期间市场的“愚蠢”又回来了，并于周末在社交媒体上称，他“无法摆脱‘9·11’事件、安然和世通丑闻爆发前2001年市况的那种愚蠢的感觉”。消息称苹果计划在更多iPhone应用程序中投放广告据报道，苹果公司可能会将广告投放扩大到iPhone上的更多第一方应用程序中，以增加收入。该报道称，该公司目前的广告业务年收入约为40亿美元，但希望将该细分市场增长到“百亿级别”。苹果公司已经在一些应用程序中展示广告，如Apple News和Stocks。该公司最近还宣布了在App Store中扩展广告的计划。报道称，该公司正考虑向苹果地图添加广告的方法，“很可能”也会在Podcasts和Books商店中插入广告。媒体没有立即联系到苹果公司发言人对报道发表评论。Needham分析师在8月3日的一份报告中写道，他们认为苹果公司的下一个重要收入来源是广告。“苹果公司拥有一流的用户数据，”报告称，“如果该公司构建了一个DSP（需求方平台），其可以控制数据的使用方式和位置，并可以防止数据泄露到围墙花园之外。”基金巨鳄Third Point再度买入迪士尼 欲推动分拆ESPN据媒体获得的一封信，亿万富翁投资者丹尼尔-勒布（Daniel Loeb）旗下的对冲基金Third Point再度买入迪士尼的股份，并推动该娱乐巨头剥离其体育频道ESPN。受此消息影响，迪士尼股价上涨超2%。据报道，勒布持有的股份价值约10亿美元。勒布在给迪士尼CEO鲍勃-查佩克（Bob Chapek）的一封信中表示，有充分的理由认为ESPN业务应该被剥离，并表示该部门为迪士尼带来了可观的自由现金流。“（若进行分拆）ESPN将有更大的灵活性来追求迪士尼的商业计划，例如体育博彩，”勒布说。“我们相信，两家公司之间的多数安排都可以通过合同进行，就像eBay剥离PayPal的同时也可以继续使用该产品处理付款。”其次，勒布还敦促迪士尼将流媒体Hulu整合到Disney+直接面向消费者的平台中。此前康卡斯特已与迪士尼达成协议，将在两年内将其持有的Hulu 33%的股份出售给后者。勒布表示，迪士尼应该“尽一切努力”在2024年截止日期之前收购康卡斯特剩余的少数股权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685755255,"gmtCreate":1659957414479,"gmtModify":1659957414479,"author":{"id":"3491561329729526","authorId":"3491561329729526","name":"萌虎下山","avatar":"https://static.tigerbbs.com/6fd234980654391e9fabb3246036fb31","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491561329729526","authorIdStr":"3491561329729526"},"themes":[],"htmlText":"浮亏而已，对于巴菲特来说就回撤几个点的事儿","listText":"浮亏而已，对于巴菲特来说就回撤几个点的事儿","text":"浮亏而已，对于巴菲特来说就回撤几个点的事儿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685755255","repostId":"2257394664","repostType":2,"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":902442250,"gmtCreate":1559829933270,"gmtModify":1704699114295,"author":{"id":"3491561329729526","authorId":"3491561329729526","name":"萌虎下山","avatar":"https://static.tigerbbs.com/6fd234980654391e9fabb3246036fb31","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491561329729526","authorIdStr":"3491561329729526"},"themes":[],"htmlText":"$跟谁学(GSX)$ 750才中50，早知道不用这么多资金打了，下次就50","listText":"$跟谁学(GSX)$ 750才中50，早知道不用这么多资金打了，下次就50","text":"$跟谁学(GSX)$ 750才中50，早知道不用这么多资金打了，下次就50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/902442250","isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}