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小蚊虫

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2022-05-11

我之前就是因为听他，错过了13年

抱歉，原内容已删除

2022-03-16

超跌反弹而已

抱歉，原内容已删除

2022-03-13

看看中丐🙊

抱歉，原内容已删除

2022-02-16

那个某p的评论怎么被删了？

抢京东市场？阿里将开设天猫自营旗舰店，天猫要更名

2020-02-14

十年前很多人错过了美股，相信十年后依然很多人错过美股，再来个十年，还是很多人错过美股

2019-12-22

一年多的战果，年初巨亏35%，最终盈利22%。心脏不好受不了

去老虎APP查看更多动态

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202161842587a2f757c&s=b\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc7b12e596cc83addc7d72e4131a9242","relate_stocks":{"09988":"阿里巴巴-W","09618":"京东集团-SW","BABA":"阿里巴巴","JD":"京东"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202202161842587a2f757c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211682776","content_text":"北京商报讯（记者 何倩）2月16日，据《晚点 LatePost》报道，阿里巴巴 B2C 零售事业群将围绕大品牌开设天猫自营旗舰店，首先从 3C 品类推进，近期会通过手机天猫 App 改版正式上线，届时该 App 将更名为“猫享”。据了解，该项目于2021年底启动，由FC事业部总经理赵昆（花名：空无）负责，该事业部由原考拉海购事业部和原手机天猫事业部融合而成。目前，“猫享”正在与 realme 等品牌沟通入驻事宜，现阶段平台给一些品牌商的点位比京东低 1-2 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Rowan警告同行，美股市场10年来几乎不受影响的繁荣即将结束。</p><p><b>美股大抛售，股市将继续下跌</b></p><p>阿波罗管理的资产规模达到5130亿美元，据英国《金融时报》报道，Rowan在米尔肯研究所全球会议上表示，随着不断飙升的通胀对全球经济造成严重破坏，美联储不得不通过加息来应对，股市将继续下跌。</p><p>“还会有更多的回调，”Rowan表示。“我们距离股市中性估值还有很长的路要走，债券市场也是如此。”</p><p>与此形成鲜明对比的是，在去年10月的米尔肯研究所会议上，人们沉浸在市场大涨之中，庆祝着创纪录的企业并购活动。</p><p>今年来，美股经历了大抛售，标普500指数正陷入全球金融危机以来持续时间第二长的调整。</p><p>本周五美股收盘，标普500指数五周连跌，创2011年来最长连跌。自今年首个交易日以来，该指数已较最高水平下跌14%，市值蒸发约6万亿美元。</p><p>对纳斯达克100指数而言，牛市更是已经结束，五个月来的跌幅超过23%。而就在去年11月，该指数的市盈率接近36倍。随着股市遭遇大抛售，许多成长股公司的跌幅是这个数字的两倍。</p><p><b>“美国40年债券牛结束”</b></p><p>不仅是阿波罗，华尔街见闻此前还提及，古根海姆（Guggenheim）首席投资官Scott Minerd也称，美国40年债券牛市已经结束，他警告，随着美联储收紧货币政策以对抗通胀，美债收益率将开启“长达一代人”上涨周期。</p><p>本周，10年期美国国债收益率自2018年以来首次触及3%，自2021年底以来翻了一番多。</p><p>古根海姆公司负责管理近3250亿美元的资产，Minerd在接受彭博采访时表示：“我不得不认输，债券的长期牛市已经结束。”</p><p>这标志着Minerd态度的180度大转弯。一年前，他曾预计美国的利率将下降，甚至可能变为负值。就在今年3月，他接受CNBC采访时称称，预计收益率已接近见顶。</p><p>资产管理和投资公司Tikehau Capital的联合创始人Mathieu Chabran则表示，我们正从负利率和大规模公共支出的美好时光中走出来，现在要应付一大堆后遗症。</p><p>投资者无法再指望股市估值无限提升，在信贷环境收紧之时，借款人变得越来越谨慎，为超级并购提供巨额流动性的壮举可能不再容易看到。</p><p><b>高波动或成新常态</b></p><p>这种悲观情绪很大程度上源于那些不断涌出的黑天鹅事件，比如俄乌冲突和新冠疫情反复。这导致能源和<a href=\"https://laohu8.com/S/000061\">农产品</a>价格大涨，全球供应链出现危机，进而推升通胀，未来可能进一步引发欧洲、美国等经济体陷入经济停滞或衰退。</p><p>“美联储不得不采取超级激进的措施，”阿波罗联席总裁Scott Kleinman表示。“他们会在通胀失控之前引发衰退。”</p><p>桥水的首席策略师Rebecca Patterson则警告，随着全球贸易处于“水深火热”之中，经济可能会出现滞胀。</p><p>对于年轻的投资者来说，这是一个他们从未经历过的世界：这一代投资人从没经历过美联储如此激进收水，所以当下的场景正在颠覆他们传统观念。</p><p>出乎他们意料的是，美联储几十年来一直稳定市场的“锚”，已经让投资者习惯了充裕的市场流动性，但是在发誓要按下四十年最高通胀之后，美联储的疯狂收水直接让自己成为了掀翻市场的“浪”。</p><p>据《华尔街日报》报道，咨询公司Crestwood Advisors首席投资官兼合伙人John Ingram表示，美联储正在减少市场流动性，同时会推高市场波动，这可能会成为我们的新常态，一直延续到美联储控制住通胀并改变政策。</p><p><a class=\"promotion-word\" href=\"https://laohu8.com/U/4180165723785092\">巴菲特</a>曾说，只有等到潮水退潮了，才知道谁在裸泳。如果这一次风险真的降临，谁会成为那些抢不到“椅子”的人呢？</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>美股的十几年繁荣要结束了？</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; 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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美股的十几年繁荣要结束了？\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/55\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4df70e92a2d64be896797ea06b5e676a);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">阿尔法工场研究院 </p>\n<p class=\"h-time\">2022-05-11 08:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>今年来，美股经历了大抛售，标普500指数正陷入全球金融危机以来持续时间第二长的调整。</p><p>2007年金融危机爆发前夕，时任花旗集团首席执行官的Chuck Prince曾说过一句很有名的话，“当流动性的音乐停止时，事情可能会变得复杂。但只要音乐还在播放，你就得起身继续跳舞。”</p><p>一个月以后，这场华丽乐章戛然而止，以雷曼兄弟破产为标志，金融海啸席卷全球，市场崩溃一发不可收拾，股市也狂泻不止。</p><p>但当美联储祭出量化宽松的大旗，充裕的流动性排山倒海而来，一切又回到了“马照跑、舞照跳”的歌舞升平时代。</p><p>美股牛了十三年，美债牛了四十年，现在，嗅觉敏锐的华尔街大佬们，开始发出警报。英国《金融时报》的总结一语道地：</p><p><b><a href=\"https://laohu8.com/S/APOL\">阿波罗</a>、古根海姆和桥水的高管们在讨论中反复提到“衰退”、“调整”和“黑暗之地”。这让人想起2008年让人挥之不去的不安和焦虑情绪，当时他们感觉音乐即将停止。</b></p><p>这周一，私募巨头阿波罗全球（Apollo Global）的首席执行官Marc Rowan警告同行，美股市场10年来几乎不受影响的繁荣即将结束。</p><p><b>美股大抛售，股市将继续下跌</b></p><p>阿波罗管理的资产规模达到5130亿美元，据英国《金融时报》报道，Rowan在米尔肯研究所全球会议上表示，随着不断飙升的通胀对全球经济造成严重破坏，美联储不得不通过加息来应对，股市将继续下跌。</p><p>“还会有更多的回调，”Rowan表示。“我们距离股市中性估值还有很长的路要走，债券市场也是如此。”</p><p>与此形成鲜明对比的是，在去年10月的米尔肯研究所会议上，人们沉浸在市场大涨之中，庆祝着创纪录的企业并购活动。</p><p>今年来，美股经历了大抛售，标普500指数正陷入全球金融危机以来持续时间第二长的调整。</p><p>本周五美股收盘，标普500指数五周连跌，创2011年来最长连跌。自今年首个交易日以来，该指数已较最高水平下跌14%，市值蒸发约6万亿美元。</p><p>对纳斯达克100指数而言，牛市更是已经结束，五个月来的跌幅超过23%。而就在去年11月，该指数的市盈率接近36倍。随着股市遭遇大抛售，许多成长股公司的跌幅是这个数字的两倍。</p><p><b>“美国40年债券牛结束”</b></p><p>不仅是阿波罗，华尔街见闻此前还提及，古根海姆（Guggenheim）首席投资官Scott Minerd也称，美国40年债券牛市已经结束，他警告，随着美联储收紧货币政策以对抗通胀，美债收益率将开启“长达一代人”上涨周期。</p><p>本周，10年期美国国债收益率自2018年以来首次触及3%，自2021年底以来翻了一番多。</p><p>古根海姆公司负责管理近3250亿美元的资产，Minerd在接受彭博采访时表示：“我不得不认输，债券的长期牛市已经结束。”</p><p>这标志着Minerd态度的180度大转弯。一年前，他曾预计美国的利率将下降，甚至可能变为负值。就在今年3月，他接受CNBC采访时称称，预计收益率已接近见顶。</p><p>资产管理和投资公司Tikehau Capital的联合创始人Mathieu Chabran则表示，我们正从负利率和大规模公共支出的美好时光中走出来，现在要应付一大堆后遗症。</p><p>投资者无法再指望股市估值无限提升，在信贷环境收紧之时，借款人变得越来越谨慎，为超级并购提供巨额流动性的壮举可能不再容易看到。</p><p><b>高波动或成新常态</b></p><p>这种悲观情绪很大程度上源于那些不断涌出的黑天鹅事件，比如俄乌冲突和新冠疫情反复。这导致能源和<a href=\"https://laohu8.com/S/000061\">农产品</a>价格大涨，全球供应链出现危机，进而推升通胀，未来可能进一步引发欧洲、美国等经济体陷入经济停滞或衰退。</p><p>“美联储不得不采取超级激进的措施，”阿波罗联席总裁Scott Kleinman表示。“他们会在通胀失控之前引发衰退。”</p><p>桥水的首席策略师Rebecca Patterson则警告，随着全球贸易处于“水深火热”之中，经济可能会出现滞胀。</p><p>对于年轻的投资者来说，这是一个他们从未经历过的世界：这一代投资人从没经历过美联储如此激进收水，所以当下的场景正在颠覆他们传统观念。</p><p>出乎他们意料的是，美联储几十年来一直稳定市场的“锚”，已经让投资者习惯了充裕的市场流动性，但是在发誓要按下四十年最高通胀之后，美联储的疯狂收水直接让自己成为了掀翻市场的“浪”。</p><p>据《华尔街日报》报道，咨询公司Crestwood Advisors首席投资官兼合伙人John Ingram表示，美联储正在减少市场流动性，同时会推高市场波动，这可能会成为我们的新常态，一直延续到美联储控制住通胀并改变政策。</p><p><a class=\"promotion-word\" href=\"https://laohu8.com/U/4180165723785092\">巴菲特</a>曾说，只有等到潮水退潮了，才知道谁在裸泳。如果这一次风险真的降临，谁会成为那些抢不到“椅子”的人呢？</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234268306","content_text":"今年来，美股经历了大抛售，标普500指数正陷入全球金融危机以来持续时间第二长的调整。2007年金融危机爆发前夕，时任花旗集团首席执行官的Chuck Prince曾说过一句很有名的话，“当流动性的音乐停止时，事情可能会变得复杂。但只要音乐还在播放，你就得起身继续跳舞。”一个月以后，这场华丽乐章戛然而止，以雷曼兄弟破产为标志，金融海啸席卷全球，市场崩溃一发不可收拾，股市也狂泻不止。但当美联储祭出量化宽松的大旗，充裕的流动性排山倒海而来，一切又回到了“马照跑、舞照跳”的歌舞升平时代。美股牛了十三年，美债牛了四十年，现在，嗅觉敏锐的华尔街大佬们，开始发出警报。英国《金融时报》的总结一语道地：阿波罗、古根海姆和桥水的高管们在讨论中反复提到“衰退”、“调整”和“黑暗之地”。这让人想起2008年让人挥之不去的不安和焦虑情绪，当时他们感觉音乐即将停止。这周一，私募巨头阿波罗全球（Apollo Global）的首席执行官Marc Rowan警告同行，美股市场10年来几乎不受影响的繁荣即将结束。美股大抛售，股市将继续下跌阿波罗管理的资产规模达到5130亿美元，据英国《金融时报》报道，Rowan在米尔肯研究所全球会议上表示，随着不断飙升的通胀对全球经济造成严重破坏，美联储不得不通过加息来应对，股市将继续下跌。“还会有更多的回调，”Rowan表示。“我们距离股市中性估值还有很长的路要走，债券市场也是如此。”与此形成鲜明对比的是，在去年10月的米尔肯研究所会议上，人们沉浸在市场大涨之中，庆祝着创纪录的企业并购活动。今年来，美股经历了大抛售，标普500指数正陷入全球金融危机以来持续时间第二长的调整。本周五美股收盘，标普500指数五周连跌，创2011年来最长连跌。自今年首个交易日以来，该指数已较最高水平下跌14%，市值蒸发约6万亿美元。对纳斯达克100指数而言，牛市更是已经结束，五个月来的跌幅超过23%。而就在去年11月，该指数的市盈率接近36倍。随着股市遭遇大抛售，许多成长股公司的跌幅是这个数字的两倍。“美国40年债券牛结束”不仅是阿波罗，华尔街见闻此前还提及，古根海姆（Guggenheim）首席投资官Scott Minerd也称，美国40年债券牛市已经结束，他警告，随着美联储收紧货币政策以对抗通胀，美债收益率将开启“长达一代人”上涨周期。本周，10年期美国国债收益率自2018年以来首次触及3%，自2021年底以来翻了一番多。古根海姆公司负责管理近3250亿美元的资产，Minerd在接受彭博采访时表示：“我不得不认输，债券的长期牛市已经结束。”这标志着Minerd态度的180度大转弯。一年前，他曾预计美国的利率将下降，甚至可能变为负值。就在今年3月，他接受CNBC采访时称称，预计收益率已接近见顶。资产管理和投资公司Tikehau Capital的联合创始人Mathieu Chabran则表示，我们正从负利率和大规模公共支出的美好时光中走出来，现在要应付一大堆后遗症。投资者无法再指望股市估值无限提升，在信贷环境收紧之时，借款人变得越来越谨慎，为超级并购提供巨额流动性的壮举可能不再容易看到。高波动或成新常态这种悲观情绪很大程度上源于那些不断涌出的黑天鹅事件，比如俄乌冲突和新冠疫情反复。这导致能源和农产品价格大涨，全球供应链出现危机，进而推升通胀，未来可能进一步引发欧洲、美国等经济体陷入经济停滞或衰退。“美联储不得不采取超级激进的措施，”阿波罗联席总裁Scott Kleinman表示。“他们会在通胀失控之前引发衰退。”桥水的首席策略师Rebecca Patterson则警告，随着全球贸易处于“水深火热”之中，经济可能会出现滞胀。对于年轻的投资者来说，这是一个他们从未经历过的世界：这一代投资人从没经历过美联储如此激进收水，所以当下的场景正在颠覆他们传统观念。出乎他们意料的是，美联储几十年来一直稳定市场的“锚”，已经让投资者习惯了充裕的市场流动性，但是在发誓要按下四十年最高通胀之后，美联储的疯狂收水直接让自己成为了掀翻市场的“浪”。据《华尔街日报》报道，咨询公司Crestwood Advisors首席投资官兼合伙人John Ingram表示，美联储正在减少市场流动性，同时会推高市场波动，这可能会成为我们的新常态，一直延续到美联储控制住通胀并改变政策。巴菲特曾说，只有等到潮水退潮了，才知道谁在裸泳。如果这一次风险真的降临，谁会成为那些抢不到“椅子”的人呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917117904,"gmtCreate":1581639880008,"gmtModify":1704344856211,"author":{"id":"3498864581129058","authorId":"3498864581129058","name":"小蚊虫","avatar":"https://static.tigerbbs.com/a34bc2787edd1d1fdb445fcff529dd63","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498864581129058","idStr":"3498864581129058"},"themes":[],"htmlText":"十年前很多人错过了美股，相信十年后依然很多人错过美股，再来个十年，还是很多人错过美股","listText":"十年前很多人错过了美股，相信十年后依然很多人错过美股，再来个十年，还是很多人错过美股","text":"十年前很多人错过了美股，相信十年后依然很多人错过美股，再来个十年，还是很多人错过美股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917117904","isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}