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年轻韭菜
2021-02-10
$联想集团(00992)$
你这样跌,是要带崩a股科技股啊
年轻韭菜
2021-01-29
$游戏驿站(GME)$
只能卖出不能买入,散户拿什么和机构玩,从规则上就把你搞死了
年轻韭菜
2021-01-28
$爱立信(ERIC)$
紧跟诺基亚,牛逼了
年轻韭菜
2021-01-28
$诺基亚(NOK)$
飞了飞了飞了
年轻韭菜
2021-01-28
$诺基亚(NOK)$
疯狂的诺基亚,有什么利好吗?
年轻韭菜
2021-01-28
$游戏驿站(GME)$
太牛啦,散户揭竿起义
年轻韭菜
2020-12-05
$蛋壳公寓(DNK)$
狗庄你继续拉升,我继续加空单,价格越高,做空越爽
年轻韭菜
2020-12-04
$蛋壳公寓(DNK)$
已经有蛋壳租客跳楼自杀了,这股千万别买,谁买谁死,只能做空。我估计狗庄也坚持不了几天了。巨雷之下,狗庄骗一个算一个。
年轻韭菜
2020-11-23
$蛋壳公寓(DNK)$
A股市场里st股拉高出货的方法居然用在美股里。。。。要割多少韭菜呢?
年轻韭菜
2020-11-04
$道琼斯指数主连(YMmain)$
发生什么了 暴涨
年轻韭菜
2020-09-30
$道琼斯指数主连(YMmain)$
发生了什么,怎么跳水了
年轻韭菜
2020-09-29
中美要开战了。。。不能在美股上市了
搜狗盘前一度涨超3%,公司签订最终私有化协议
年轻韭菜
2020-07-21
$黄金主连(GCmain)$
黄金为啥暴涨
年轻韭菜
2020-07-15
$道琼斯指数主连(YMmain)$
走势蹊跷,四个多月,第一次见到这种不涨不跌高位横盘走势,不符合期货波动要求。。。
年轻韭菜
2020-07-10
$小米集团-W(01810)$
时隔两年,终于回到发行价了,多少韭菜惨死在小米集团。我先说自己,我一直用小米手机,米粉,算米boy,很崇拜雷军。我2018年小米集团上市当天购买,这是我人生的第一只股票,2020年卖出,套了我一年半,割肉亏损8万人民币。发帖,留作纪念,证明自己是多么愚蠢。人生第一只股票,亏死在雷军手里。
年轻韭菜
2020-06-25
$道琼斯指数主连(YMmain)$
为什么跳水,有啥消息?
年轻韭菜
2020-06-22
$道琼斯指数主连(YMmain)$
为什么期货和美股今晚差距这么大
年轻韭菜
2020-06-22
$微博(WB)$
徐晓峰华尔街的朋友们来砸盘了
年轻韭菜
2020-06-20
永远唱空的美国李大霄
末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉
年轻韭菜
2020-06-09
$京东(JD)$
明尼阿波利斯市警察局解散!特大利好!京东要大涨!
去老虎APP查看更多动态
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发生了什么,怎么跳水了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/977394436","isVote":1,"tweetType":1,"viewCount":6138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547510298086794","authorId":"3547510298086794","name":"美股乏力","avatar":"https://static.tigerbbs.com/98a1b7665053dba3da581044ca07a8b5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547510298086794","authorIdStr":"3547510298086794"},"content":"特朗普第一轮辩论会输了","text":"特朗普第一轮辩论会输了","html":"特朗普第一轮辩论会输了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977020796,"gmtCreate":1601377566215,"gmtModify":1703824099500,"author":{"id":"3493269181536431","authorId":"3493269181536431","name":"年轻韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493269181536431","authorIdStr":"3493269181536431"},"themes":[],"htmlText":"中美要开战了。。。不能在美股上市了","listText":"中美要开战了。。。不能在美股上市了","text":"中美要开战了。。。不能在美股上市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977020796","repostId":"1175906683","repostType":4,"repost":{"id":"1175906683","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1601377388,"share":"https://www.laohu8.com/m/news/1175906683?lang=&edition=full","pubTime":"2020-09-29 19:03","market":"us","language":"zh","title":"搜狗盘前一度涨超3%,公司签订最终私有化协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1175906683","media":"老虎资讯综合","summary":"9月29日晚间消息,搜狗发布公告称,已就私有化交易达成最终协议。预计该笔交易将在2020年第四季度完成,合并完成后,搜狗将成为腾讯的间接全资子公司,其美国存托凭证将不再在纽约证券交易所上市。受此消息影","content":"<p>9月29日晚间消息,<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>发布公告称,已就私有化交易达成最终协议。预计该笔交易将在2020年第四季度完成,合并完成后,搜狗将成为<a href=\"https://laohu8.com/S/00700\">腾讯</a>的间接全资子公司,其美国存托凭证将不再在纽约证券交易所上市。</p><p>受此消息影响,搜狗盘前一度涨超3%,搜狐盘前涨超12%。</p><p><img src=\"https://static.tigerbbs.com/6b525f94635fc6bac8c82bcb2a6cc521\" tg-width=\"828\" tg-height=\"1645\"><img src=\"https://static.tigerbbs.com/69b49fbd438082435fbf0fabacf42954\" tg-width=\"828\" tg-height=\"1652\"></p><p>7月27日搜狗收到腾讯(包含其附属公司)的非约束提案。腾讯拟以每股普通股或ADS(美国存托股)9美元的价格现金收购搜狗全部已发行普通股,包括ADS代表的普通股。若这项拟交易完成,搜狗将成为腾讯私人持股间接全资子公司,并从纽交所退市。</p><p>随后,搜狗 CEO 王小川在朋友圈写到:“感谢腾讯公司对搜狗公司的价值以及技术能力、产品创新能力的认可。接下来会对相关事宜进行认真的讨论和衡量,让搜狗能够持续为用户创造更大的价值。”</p><p><b>王小川“巧男”无米难炊</b></p><p>创立于 2003 年的搜狗仅比<a href=\"https://laohu8.com/S/BIDU\">百度</a>慢了 3 年,但却正是这三年的时间差,成了搜狗在搜索赛道上长期无法超越百度的硬伤。</p><p>海外网站流量分析平台 StatCounter 数据显示,截止 2019 年年末,国内搜索引擎市场份额排名前三依次为百度、搜狗、神马,其中百度搜索市场份额占比最大,占有率为 67.09%,相比 2019 年初稍有下降,排行第二的搜狗搜索份额提升明显,但也只到 18.75%,距离百度依然存在 3 倍左右的份额差距。</p><p>在国内互联网普及程度已经极高,新增网民数量逐步趋于停滞的情况之下,国内搜索领域百度一家独大的局面已稳固,短期扭转无望。</p><p></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>搜狗盘前一度涨超3%,公司签订最终私有化协议</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; 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href=\"https://laohu8.com/S/SOGO\">搜狗</a>发布公告称,已就私有化交易达成最终协议。预计该笔交易将在2020年第四季度完成,合并完成后,搜狗将成为<a href=\"https://laohu8.com/S/00700\">腾讯</a>的间接全资子公司,其美国存托凭证将不再在纽约证券交易所上市。</p><p>受此消息影响,搜狗盘前一度涨超3%,搜狐盘前涨超12%。</p><p><img src=\"https://static.tigerbbs.com/6b525f94635fc6bac8c82bcb2a6cc521\" tg-width=\"828\" tg-height=\"1645\"><img src=\"https://static.tigerbbs.com/69b49fbd438082435fbf0fabacf42954\" tg-width=\"828\" tg-height=\"1652\"></p><p>7月27日搜狗收到腾讯(包含其附属公司)的非约束提案。腾讯拟以每股普通股或ADS(美国存托股)9美元的价格现金收购搜狗全部已发行普通股,包括ADS代表的普通股。若这项拟交易完成,搜狗将成为腾讯私人持股间接全资子公司,并从纽交所退市。</p><p>随后,搜狗 CEO 王小川在朋友圈写到:“感谢腾讯公司对搜狗公司的价值以及技术能力、产品创新能力的认可。接下来会对相关事宜进行认真的讨论和衡量,让搜狗能够持续为用户创造更大的价值。”</p><p><b>王小川“巧男”无米难炊</b></p><p>创立于 2003 年的搜狗仅比<a href=\"https://laohu8.com/S/BIDU\">百度</a>慢了 3 年,但却正是这三年的时间差,成了搜狗在搜索赛道上长期无法超越百度的硬伤。</p><p>海外网站流量分析平台 StatCounter 数据显示,截止 2019 年年末,国内搜索引擎市场份额排名前三依次为百度、搜狗、神马,其中百度搜索市场份额占比最大,占有率为 67.09%,相比 2019 年初稍有下降,排行第二的搜狗搜索份额提升明显,但也只到 18.75%,距离百度依然存在 3 倍左右的份额差距。</p><p>在国内互联网普及程度已经极高,新增网民数量逐步趋于停滞的情况之下,国内搜索领域百度一家独大的局面已稳固,短期扭转无望。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3769f7f86599b6ee46ae268ec397c19e","relate_stocks":{"SOGO":"搜狗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175906683","content_text":"9月29日晚间消息,搜狗发布公告称,已就私有化交易达成最终协议。预计该笔交易将在2020年第四季度完成,合并完成后,搜狗将成为腾讯的间接全资子公司,其美国存托凭证将不再在纽约证券交易所上市。受此消息影响,搜狗盘前一度涨超3%,搜狐盘前涨超12%。7月27日搜狗收到腾讯(包含其附属公司)的非约束提案。腾讯拟以每股普通股或ADS(美国存托股)9美元的价格现金收购搜狗全部已发行普通股,包括ADS代表的普通股。若这项拟交易完成,搜狗将成为腾讯私人持股间接全资子公司,并从纽交所退市。随后,搜狗 CEO 王小川在朋友圈写到:“感谢腾讯公司对搜狗公司的价值以及技术能力、产品创新能力的认可。接下来会对相关事宜进行认真的讨论和衡量,让搜狗能够持续为用户创造更大的价值。”王小川“巧男”无米难炊创立于 2003 年的搜狗仅比百度慢了 3 年,但却正是这三年的时间差,成了搜狗在搜索赛道上长期无法超越百度的硬伤。海外网站流量分析平台 StatCounter 数据显示,截止 2019 年年末,国内搜索引擎市场份额排名前三依次为百度、搜狗、神马,其中百度搜索市场份额占比最大,占有率为 67.09%,相比 2019 年初稍有下降,排行第二的搜狗搜索份额提升明显,但也只到 18.75%,距离百度依然存在 3 倍左右的份额差距。在国内互联网普及程度已经极高,新增网民数量逐步趋于停滞的情况之下,国内搜索领域百度一家独大的局面已稳固,短期扭转无望。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948842239,"gmtCreate":1595334635221,"gmtModify":1704208579528,"author":{"id":"3493269181536431","authorId":"3493269181536431","name":"年轻韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493269181536431","authorIdStr":"3493269181536431"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$ </a>黄金为啥暴涨","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$ </a>黄金为啥暴涨","text":"$黄金主连(GCmain)$ 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href=\"https://laohu8.com/S/WB\">$微博(WB)$</a>徐晓峰华尔街的朋友们来砸盘了","text":"$微博(WB)$徐晓峰华尔街的朋友们来砸盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954806552","isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954907383,"gmtCreate":1592608420742,"gmtModify":1704199930647,"author":{"id":"3493269181536431","authorId":"3493269181536431","name":"年轻韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493269181536431","authorIdStr":"3493269181536431"},"themes":[],"htmlText":"永远唱空的美国李大霄","listText":"永远唱空的美国李大霄","text":"永远唱空的美国李大霄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954907383","repostId":"1147841401","repostType":4,"repost":{"id":"1147841401","kind":"news","pubTimestamp":1592573325,"share":"https://www.laohu8.com/m/news/1147841401?lang=&edition=full","pubTime":"2020-06-19 21:28","market":"us","language":"zh","title":"末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉","url":"https://stock-news.laohu8.com/highlight/detail?id=1147841401","media":"腾讯美股","summary":"无论对于美国还是欧洲经济而言,这个漫长而又炎热的夏季注定难熬。","content":"<p>鲁比尼(Nouriel Roubini)是全球最具知名度的经济学家之一。十多年前,这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一,而十多年后,他也是早早就警告说,新冠病毒疫情将造成极为严重的经济后果。</p><p><img src=\"https://static.tigerbbs.com/1399f2a25498b1f193bd0557d517404d\" tg-width=\"554\" tg-height=\"311\"></p><p>当下,各国股市,尤其是美国股市的投资者,似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下,美股现在已经恢复到与年初大致相当的水平。然而,在最新一期《明镜》周刊的访谈当中,鲁比尼再度发出了警告,指出这种预期根本就是站不住脚的。事实就是,无论对于美国还是欧洲经济而言,这个漫长而又炎热的夏季注定难熬。</p><p>以下即鲁比尼的访谈全文</p><p><b>问:</b>现在,新冠病毒疫情已经重创了全球经济,数以百万计的人失去了自己的工作。这场危机的严重程度已经可以和1930年代大萧条相提并论了吗?</p><p><img src=\"https://static.tigerbbs.com/4058ebed3ef6c29be7de65c08686d1d9\" tg-width=\"554\" tg-height=\"311\"></p><p><b>答:</b>今天的崩溃局面甚至要比那时更加严重。当初从1929年开始,危机彻底显现出来其实是耗费了若干年的时间,然而今天,一切简直像是列车失事的慢动作播放。现在,全球经济几周之内就宣告崩溃,单单在美国,就有超过4000万人失业。许多人都相信,经济将迅速卷土重来,但这其实是一种谬误。</p><p><b>问:</b>这就是说,虽然有规模惊人的刺激计划的出台,但是你并不相信所谓V型复苏的预测。可是,5月间,就新增了250万就业机会。</p><p><b>答:</b>当然,我们在今年下半年是可能看到某种程度的反弹的。只不过,那不会是真正的反弹,而只会是一种错觉。经济的下滑是如此陡峭,因此到了某个节点有所反弹,其实是必然的事情。只是,这样的变化根本不足以抵消之前巨大的崩溃。即便到了2021年的年底,美国经济预计将仍然不及2020年年初的水平,毕竟太多东西都分崩离析了。到那时,失业率预计将依然居于16%或者17%的样子——要知道,在上次金融危机期间,失业率也不过只有10%。5月间固然新增了240万非农支薪人口,但是在之前的几个月当中,已经有足足4200万人丢掉了工作。真实失业率其实要比官方数字显示的高得多。</p><p><img src=\"https://static.tigerbbs.com/8d2ecd4640058272c12cea58a62ce9f6\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>股市显然不是像你这样看待眼前局面的,股价现在已经基本涨到了和今年年初相当的高度。</p><p><b>答:</b>股市是在自欺欺人。投资者押注,赌的是还会有进一步的大规模经济政策出台,赌的是企业利润实现V型复苏。可是,对于当前的美国而言,股市已经变成了某种没有意义的存在。</p><p><b>问:</b>美国人从什么开始变得不再在意股市的?</p><p><b>答:</b>在华尔街,调子是由大企业的股票来定的,尤其是银行和科技板块。这个国家不可能允许大银行和大科技公司完蛋,所以他们肯定会平安度过危机。当然,他们也会被迫裁员,削减成本,但是到最后,他们手中的市场权力将变得比过去更为强大。可是,在所谓“主街”,也就是中小企业这边,就没有那么好的运气了。这些企业正在走向破产。我估计,平均每一秒钟,纽约城就有一家餐厅关张,但是麦当劳肯定能够活下来。当然,问题还不仅限于此。</p><p><img src=\"https://static.tigerbbs.com/ef22024077f65b561fa3266e022e9a74\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>还有呢?</p><p><b>答:</b>最富有的10%美国人掌握着80%的股市财富,而75%的美国人手中没有任何股票。美联储的调查研究还发现,40%的美国人在紧急状况下连400美元都拿不出来。我们现在正在经历紧急状况。整个系统已经生病了,现在那么多人走上街头,本质上也是因为这个。</p><p><b>问:</b>你的意思是说,现在的反种族主义抗议活动,是有着社会因素背景的?</p><p><b>答:</b>当然!我居住在下曼哈顿的包厘街,在这里,四分之三的示威者都是白人。他们许多人都很年轻,属于所谓城市“不稳定无产者”。在发达国家当中,这个人群已经取代了“无产阶级”,即过去的体力劳动者,成为了新的底层。他们虽然往往也有大学学历,但是从事的往往都是临时工、短工、小时工、零工和独立合同人这样的工作。这些人不属于标准的全职就业者,足足三个月都没有接受到国家层面的财富转移了。现在,他们连房租和话费都交不起了,至于水电,很多人都已经被断掉了。他们正在走入一个漫长而炎热的夏季。</p><p><img src=\"https://static.tigerbbs.com/eda40fe87c38f8555123c6d15a0808ab\" tg-width=\"554\" tg-height=\"390\"></p><p><b>问:</b>这是否意味着,特朗普连任成功的概率将会大幅度降低?</p><p><b>答:</b>完全正确。不过,拜登必须以非常大的优势胜出,才能确保特朗普乖乖认输。不过,我认为这一幕不大可能成为现实。更加可能的两种局面是:一,特朗普虽然在白人劳工群体当中的支持率有所降低,但他还是能够以最小的优势保住白宫的办公室;二,特朗普以很小的劣势落败,但是他拒绝接受这一结果。</p><p><b>问:</b>你的意思是说,他会设置种种障碍,阻止拜登接收白宫?</p><p><b>答:</b>当然如此。只是,特朗普不会像当年的戈尔那样,在一些地区选票极为接近的情况下诉诸最高法院,要求重新计票。相反,他会指责其他的国家,指责黑人或者移民,像那些“香蕉共和国”的独裁者一样。他会号召自己的支持者武装起来——荷枪实弹的白人法西斯分子,美国已经颇有不少了。他事实上经常提醒自己的支持者,宪法第二修正案允许美国人拥枪。</p><p><img src=\"https://static.tigerbbs.com/b0bf78b90c7bf840c3b68177b3344a64\" tg-width=\"554\" tg-height=\"355\"></p><p><b>问:</b>那种场景就实在太可怕了。特朗普恐怕也会把经济问题的锅甩到美联储头上。他现在就希望美联储进一步降低利率。</p><p><b>答:</b>美联储现在其实已经做了太多本不该做或不必做的事情。他们向市场注入海量的流动性,拯救了银行、金融投资者、对冲基金、资产经理人。在短期内,为了避免发生通货紧缩,这样做还无可厚非。可是,现在美国的债务水平是如此之高,以至于如果利率不是超低,政府和企业就无法进行再融资。为了确保不出麻烦,美联储大量购买债券,推高后者的价格,以打压利率。长期角度看来,问题就在于,美联储的这种操作是无法退出的。现在,美联储和全球各大其他央行都是处在完全相同的困境当中。</p><p><b>问:</b>你是否在说,央行们已经丧失掉了独立性?</p><p><b>答:</b>显而易见。看吧,2018年12月时,美联储主席鲍威尔宣布他将要提高利率,同时停止购债,以缩减资产负债表规模。结果就是,股市应声大跌20%。鲍威尔被迫迅速改弦更张,而现在,美联储资产负债表的规模已经两倍于当时。长期角度说来,这一切最终必将导致通货膨胀抬头。</p><p><img src=\"https://static.tigerbbs.com/9542b9088daedcb68200aab3795fe429\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>在如此众多的人群失业,经济并没有真正开始增长的情况下,怎么可能会爆发通胀问题呢?</p><p><b>答:</b>因为我们将经历一场供应面的严重打击。听起来,这说法似乎有点过于技术性了,但是解释起来并不复杂。</p><p><b>问:</b>请继续讲一下。</p><p><b>答:</b>多年以来,全球化一直强力压制着劳动力和生产成本,哪怕是只看印度和中国拥有25亿廉价劳动力这一事实,你就可以很容易明白这一点。可是,金融危机以来,全球化已经走过了其顶点,开始下行,而疫情的大爆发又加剧了这一趋势。我们正在目睹“再国家化”,目睹全球供应链的重置,目睹国际贸易局势再度走向紧张。</p><p><img src=\"https://static.tigerbbs.com/043a8e375acab9b11b384ec768525f8d\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>因此你认为价格会全面上涨?</p><p><b>答:</b>我们可以拿5G技术做例子。与华为的技术相比,诺基亚和爱立信的价格要高30%,效率却要低20%。这也就意味着,一个国家出于某种理由要抵制华为的5G,那么,对于他们而言,各种终端产品的价格便会自动上涨。这些最终总会指向通货膨胀。</p><p><b>问:</b>可是,在那种情况下,利率难道不是就必须要提高了吗?</p><p><b>答:</b>教科书会给出肯定的回答,但是在现实中,这样的事情却不会发生。不然的话,各个国家和企业的预算和资产负债表就将被轰成粉碎。</p><p><img src=\"https://static.tigerbbs.com/d0bbc962de5574c1d553d1c9602c9476\" tg-width=\"554\" tg-height=\"311\"></p><p><b>问:</b>欧洲突然做出以债务货币化稳定经济的决定,你对他们这一做法的力度感到吃惊吗?</p><p><b>答:</b>一点都不吃惊。毕竟,一切都是为了确保欧元区的完整和继续存在。如果不采取这样的非常手段,那些外围国家,尤其是意大利,恐怕就要陷入崩溃,离开统一货币区。到那时才是真的完蛋了。</p><p><b>问:</b>德国和法国计划联手推出5000亿欧元的援助计划,而德国财政部长朔尔茨(Olaf Scholz)宣称,这意味着欧洲来到了“汉密尔顿时刻”。汉密尔顿(Alexander Hamilton)是美国首任财长,美国财政体系的奠基人。朔尔茨是否有点夸大其词了?</p><p><img src=\"https://static.tigerbbs.com/857fb87171ffe43774f52e2d10f97e8f\" tg-width=\"554\" tg-height=\"369\"></p><p><b>答:</b>当然,他是言过其实了。这个计划本身很好,很靠谱,但是说就此可以奠定欧洲联邦国家的基础就过分了,因为有两个关键的先决条件未能满足。首先是债务共同化——现在,意大利的债务依然只是意大利自家的。其次是一个相对于欧元区国内生产总值,达到足够规模的共同预算,比如占比20%到30%,而现在实际上只有2%。</p><p><b>问:</b>从德国的立场上看,德国政府这一次的决定已经称得起是革命性的了。</p><p><b>答:</b>你总不能对一切都说不!柏林如果总是一方面反对欧盟预算增长,反对欧洲央行扮演更重要的角色,一方面却对之前的努力始终无法取得进展感到吃惊,那可是不行的。这样下去,欧洲就完蛋了!好在,默克尔总理这次及时意识到了局面的危急程度。与此同时,她的支持率如此之高,又给了她推动一切通过的资本。事实上,我非常怀疑如果拖到默克尔的继任者,不管是谁成为政党领袖和总理,恐怕都不可能做到这一点了。</p><p><img src=\"https://static.tigerbbs.com/3b2f61f39d42796682896f9d8faf7e59\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>不过,下一场危机现在已经隐隐出现在地平线上了——英国脱欧。英国人会再度要求延长过渡期吗?</p><p><b>答:</b>我经常会接触到英国下院的人们,而我的印象就是,他们显然是倾向于硬脱欧的。伦敦并不愿意接受一个类似欧盟与加拿大之间那样的自由贸易协定,英国政府其实是想要干干净净的一刀两断。当然,这有点疯狂。到那时,货车会在海关排起大队,欧洲股市会暴跌,英国经济和欧元区经济都会遭到重创,差别只是程度而已。</p><p><b>问:</b>是否还有什么能够让你看到希望的地方?</p><p><b>答:</b>说到这个,我可需要好好想一想。面对疫情和其后续影响,各国政府的反应速度和力度还是可圈可点的。可是,除此之外呢?我很是担心到最后,2020年代将带着厄运和灾难的标签被载入史册。也许在这个十年结束之后,全球经济将拥有更好的可持续性。可是现在,眼前全是阴云密布。</p>","source":"txmg","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>末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉</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; 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}\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末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-19 21:28 北京时间 <a href=https://new.qq.com/omn/20200615/20200615A0SG7G00.html><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鲁比尼(Nouriel Roubini)是全球最具知名度的经济学家之一。十多年前,这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一,而十多年后,他也是早早就警告说,新冠病毒疫情将造成极为严重的经济后果。当下,各国股市,尤其是美国股市的投资者,似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下,美股现在已经恢复到与年初大致相当的水平。然而,在最新一期《明镜》周刊的访谈...</p>\n\n<a href=\"https://new.qq.com/omn/20200615/20200615A0SG7G00.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/4058ebed3ef6c29be7de65c08686d1d9","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://new.qq.com/omn/20200615/20200615A0SG7G00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147841401","content_text":"鲁比尼(Nouriel Roubini)是全球最具知名度的经济学家之一。十多年前,这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一,而十多年后,他也是早早就警告说,新冠病毒疫情将造成极为严重的经济后果。当下,各国股市,尤其是美国股市的投资者,似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下,美股现在已经恢复到与年初大致相当的水平。然而,在最新一期《明镜》周刊的访谈当中,鲁比尼再度发出了警告,指出这种预期根本就是站不住脚的。事实就是,无论对于美国还是欧洲经济而言,这个漫长而又炎热的夏季注定难熬。以下即鲁比尼的访谈全文问:现在,新冠病毒疫情已经重创了全球经济,数以百万计的人失去了自己的工作。这场危机的严重程度已经可以和1930年代大萧条相提并论了吗?答:今天的崩溃局面甚至要比那时更加严重。当初从1929年开始,危机彻底显现出来其实是耗费了若干年的时间,然而今天,一切简直像是列车失事的慢动作播放。现在,全球经济几周之内就宣告崩溃,单单在美国,就有超过4000万人失业。许多人都相信,经济将迅速卷土重来,但这其实是一种谬误。问:这就是说,虽然有规模惊人的刺激计划的出台,但是你并不相信所谓V型复苏的预测。可是,5月间,就新增了250万就业机会。答:当然,我们在今年下半年是可能看到某种程度的反弹的。只不过,那不会是真正的反弹,而只会是一种错觉。经济的下滑是如此陡峭,因此到了某个节点有所反弹,其实是必然的事情。只是,这样的变化根本不足以抵消之前巨大的崩溃。即便到了2021年的年底,美国经济预计将仍然不及2020年年初的水平,毕竟太多东西都分崩离析了。到那时,失业率预计将依然居于16%或者17%的样子——要知道,在上次金融危机期间,失业率也不过只有10%。5月间固然新增了240万非农支薪人口,但是在之前的几个月当中,已经有足足4200万人丢掉了工作。真实失业率其实要比官方数字显示的高得多。问:股市显然不是像你这样看待眼前局面的,股价现在已经基本涨到了和今年年初相当的高度。答:股市是在自欺欺人。投资者押注,赌的是还会有进一步的大规模经济政策出台,赌的是企业利润实现V型复苏。可是,对于当前的美国而言,股市已经变成了某种没有意义的存在。问:美国人从什么开始变得不再在意股市的?答:在华尔街,调子是由大企业的股票来定的,尤其是银行和科技板块。这个国家不可能允许大银行和大科技公司完蛋,所以他们肯定会平安度过危机。当然,他们也会被迫裁员,削减成本,但是到最后,他们手中的市场权力将变得比过去更为强大。可是,在所谓“主街”,也就是中小企业这边,就没有那么好的运气了。这些企业正在走向破产。我估计,平均每一秒钟,纽约城就有一家餐厅关张,但是麦当劳肯定能够活下来。当然,问题还不仅限于此。问:还有呢?答:最富有的10%美国人掌握着80%的股市财富,而75%的美国人手中没有任何股票。美联储的调查研究还发现,40%的美国人在紧急状况下连400美元都拿不出来。我们现在正在经历紧急状况。整个系统已经生病了,现在那么多人走上街头,本质上也是因为这个。问:你的意思是说,现在的反种族主义抗议活动,是有着社会因素背景的?答:当然!我居住在下曼哈顿的包厘街,在这里,四分之三的示威者都是白人。他们许多人都很年轻,属于所谓城市“不稳定无产者”。在发达国家当中,这个人群已经取代了“无产阶级”,即过去的体力劳动者,成为了新的底层。他们虽然往往也有大学学历,但是从事的往往都是临时工、短工、小时工、零工和独立合同人这样的工作。这些人不属于标准的全职就业者,足足三个月都没有接受到国家层面的财富转移了。现在,他们连房租和话费都交不起了,至于水电,很多人都已经被断掉了。他们正在走入一个漫长而炎热的夏季。问:这是否意味着,特朗普连任成功的概率将会大幅度降低?答:完全正确。不过,拜登必须以非常大的优势胜出,才能确保特朗普乖乖认输。不过,我认为这一幕不大可能成为现实。更加可能的两种局面是:一,特朗普虽然在白人劳工群体当中的支持率有所降低,但他还是能够以最小的优势保住白宫的办公室;二,特朗普以很小的劣势落败,但是他拒绝接受这一结果。问:你的意思是说,他会设置种种障碍,阻止拜登接收白宫?答:当然如此。只是,特朗普不会像当年的戈尔那样,在一些地区选票极为接近的情况下诉诸最高法院,要求重新计票。相反,他会指责其他的国家,指责黑人或者移民,像那些“香蕉共和国”的独裁者一样。他会号召自己的支持者武装起来——荷枪实弹的白人法西斯分子,美国已经颇有不少了。他事实上经常提醒自己的支持者,宪法第二修正案允许美国人拥枪。问:那种场景就实在太可怕了。特朗普恐怕也会把经济问题的锅甩到美联储头上。他现在就希望美联储进一步降低利率。答:美联储现在其实已经做了太多本不该做或不必做的事情。他们向市场注入海量的流动性,拯救了银行、金融投资者、对冲基金、资产经理人。在短期内,为了避免发生通货紧缩,这样做还无可厚非。可是,现在美国的债务水平是如此之高,以至于如果利率不是超低,政府和企业就无法进行再融资。为了确保不出麻烦,美联储大量购买债券,推高后者的价格,以打压利率。长期角度看来,问题就在于,美联储的这种操作是无法退出的。现在,美联储和全球各大其他央行都是处在完全相同的困境当中。问:你是否在说,央行们已经丧失掉了独立性?答:显而易见。看吧,2018年12月时,美联储主席鲍威尔宣布他将要提高利率,同时停止购债,以缩减资产负债表规模。结果就是,股市应声大跌20%。鲍威尔被迫迅速改弦更张,而现在,美联储资产负债表的规模已经两倍于当时。长期角度说来,这一切最终必将导致通货膨胀抬头。问:在如此众多的人群失业,经济并没有真正开始增长的情况下,怎么可能会爆发通胀问题呢?答:因为我们将经历一场供应面的严重打击。听起来,这说法似乎有点过于技术性了,但是解释起来并不复杂。问:请继续讲一下。答:多年以来,全球化一直强力压制着劳动力和生产成本,哪怕是只看印度和中国拥有25亿廉价劳动力这一事实,你就可以很容易明白这一点。可是,金融危机以来,全球化已经走过了其顶点,开始下行,而疫情的大爆发又加剧了这一趋势。我们正在目睹“再国家化”,目睹全球供应链的重置,目睹国际贸易局势再度走向紧张。问:因此你认为价格会全面上涨?答:我们可以拿5G技术做例子。与华为的技术相比,诺基亚和爱立信的价格要高30%,效率却要低20%。这也就意味着,一个国家出于某种理由要抵制华为的5G,那么,对于他们而言,各种终端产品的价格便会自动上涨。这些最终总会指向通货膨胀。问:可是,在那种情况下,利率难道不是就必须要提高了吗?答:教科书会给出肯定的回答,但是在现实中,这样的事情却不会发生。不然的话,各个国家和企业的预算和资产负债表就将被轰成粉碎。问:欧洲突然做出以债务货币化稳定经济的决定,你对他们这一做法的力度感到吃惊吗?答:一点都不吃惊。毕竟,一切都是为了确保欧元区的完整和继续存在。如果不采取这样的非常手段,那些外围国家,尤其是意大利,恐怕就要陷入崩溃,离开统一货币区。到那时才是真的完蛋了。问:德国和法国计划联手推出5000亿欧元的援助计划,而德国财政部长朔尔茨(Olaf Scholz)宣称,这意味着欧洲来到了“汉密尔顿时刻”。汉密尔顿(Alexander Hamilton)是美国首任财长,美国财政体系的奠基人。朔尔茨是否有点夸大其词了?答:当然,他是言过其实了。这个计划本身很好,很靠谱,但是说就此可以奠定欧洲联邦国家的基础就过分了,因为有两个关键的先决条件未能满足。首先是债务共同化——现在,意大利的债务依然只是意大利自家的。其次是一个相对于欧元区国内生产总值,达到足够规模的共同预算,比如占比20%到30%,而现在实际上只有2%。问:从德国的立场上看,德国政府这一次的决定已经称得起是革命性的了。答:你总不能对一切都说不!柏林如果总是一方面反对欧盟预算增长,反对欧洲央行扮演更重要的角色,一方面却对之前的努力始终无法取得进展感到吃惊,那可是不行的。这样下去,欧洲就完蛋了!好在,默克尔总理这次及时意识到了局面的危急程度。与此同时,她的支持率如此之高,又给了她推动一切通过的资本。事实上,我非常怀疑如果拖到默克尔的继任者,不管是谁成为政党领袖和总理,恐怕都不可能做到这一点了。问:不过,下一场危机现在已经隐隐出现在地平线上了——英国脱欧。英国人会再度要求延长过渡期吗?答:我经常会接触到英国下院的人们,而我的印象就是,他们显然是倾向于硬脱欧的。伦敦并不愿意接受一个类似欧盟与加拿大之间那样的自由贸易协定,英国政府其实是想要干干净净的一刀两断。当然,这有点疯狂。到那时,货车会在海关排起大队,欧洲股市会暴跌,英国经济和欧元区经济都会遭到重创,差别只是程度而已。问:是否还有什么能够让你看到希望的地方?答:说到这个,我可需要好好想一想。面对疫情和其后续影响,各国政府的反应速度和力度还是可圈可点的。可是,除此之外呢?我很是担心到最后,2020年代将带着厄运和灾难的标签被载入史册。也许在这个十年结束之后,全球经济将拥有更好的可持续性。可是现在,眼前全是阴云密布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956692659,"gmtCreate":1591661941471,"gmtModify":1704196348120,"author":{"id":"3493269181536431","authorId":"3493269181536431","name":"年轻韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493269181536431","authorIdStr":"3493269181536431"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>时隔两年,终于回到发行价了,多少韭菜惨死在小米集团。我先说自己,我一直用小米手机,米粉,算米boy,很崇拜雷军。我2018年小米集团上市当天购买,这是我人生的第一只股票,2020年卖出,套了我一年半,割肉亏损8万人民币。发帖,留作纪念,证明自己是多么愚蠢。人生第一只股票,亏死在雷军手里。","listText":"<a 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