yyyx的个人主页 - 老虎社区

yyyx

yyyx

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IP属地：北京

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2022-04-18

所以说像这种科技公司不能进国内来，今天这样对俄罗斯明天可能就这样对我们

谷歌地图开放俄罗斯所有战略要地的高像素卫星图像

2021-12-10

那么放的这些水最终会流到哪里呢，自己消失了？

盘前观察：美国“爆表”的CPI转过年就会迅速下降

2021-06-26

$每日优鲜(MF)$首日破发这么多也是少见[喷血]

2021-06-23

随便选了张记录，购物体验挺好的

2021-06-22

$归创通桥-B(02190)$想了又想还是放弃了，节省点手续费吃顿好的[无语]

2021-06-17

$科济药业-B(02171)$坑爹，又是几百块的利息打水飘了，连续很多次打不中了，浪费钱，以后再也不打新港股了[喷血]

2021-02-10

$容联云(RAAS)$明天可以吃顿好的了[微笑]

2020-08-28

$小鹏汽车(XPEV)$卖了特斯拉来打新血亏[喷血][喷血]

2020-08-27

$纳指三倍做空ETF(SQQQ)$真的是没有最高，只有更高[喷血]

2020-08-27

$农夫山泉(09633)$申购被拒了[喷血][喷血][喷血]

2020-08-25

$农夫山泉(09633)$这申购多少才能中一手aq[喷血]

2020-08-24

$特斯拉(TSLA)$多空是真的刺激

2020-06-26

$声网(API)$10股这是闹着玩吗[捂脸][捂脸]

2020-03-19

$特斯拉(TSLA)$低于300加仓[回头]

2020-02-05

$特斯拉(TSLA)$牛逼[惊吓]

2020-02-04

$Netflix, Inc.(NFLX)$今天迪士尼财报是不是又会影响奈飞[无语]

2020-01-27

$波音(BA)$ 今年我看好Boeing

2020-01-14

$特斯拉(TSLA)$卖飞的感觉好难受[喷血][喷血]

2019-10-24

$特斯拉(TSLA)$成交量真刺激[正经]

2019-07-01

$英伟达(NVDA)$ 这盘前还能冲进去吗[捂脸]

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/livenews/2169001","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143337005","content_text":"谷歌地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前，包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。（央视新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605858927,"gmtCreate":1639147444698,"gmtModify":1639147444698,"author":{"id":"3504124500083799","authorId":"3504124500083799","name":"yyyx","avatar":"https://static.tigerbbs.com/2eca3700ea505b08e60634ddb7616280","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3504124500083799","authorIdStr":"3504124500083799"},"themes":[],"htmlText":"那么放的这些水最终会流到哪里呢，自己消失了？","listText":"那么放的这些水最终会流到哪里呢，自己消失了？","text":"那么放的这些水最终会流到哪里呢，自己消失了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/605858927","repostId":"1160179443","repostType":4,"repost":{"id":"1160179443","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639146240,"share":"https://www.laohu8.com/m/news/1160179443?lang=&edition=full","pubTime":"2021-12-10 22:24","market":"us","language":"zh","title":"盘前观察：美国“爆表”的CPI转过年就会迅速下降","url":"https://stock-news.laohu8.com/highlight/detail?id=1160179443","media":"老虎锐评","summary":"美国11月CPI数据创近40年最高。","content":"<p><b>速评：美国11月CPI数据创近40年最高</b></p>\n<p>从昨天开始，市场讨论的最多的就是今天的CPI数据。今天数据出来果然创下了记录，不过和彭博的市场预计比较几乎一模一样。可以很肯定地说，拜登是知道CPI（同比增长6.8%）创下了记录，但是拜登并不知道市场的预期也是6.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/6f548d85561b0e3ec05b7b7889cda733\" tg-width=\"371\" tg-height=\"88\" referrerpolicy=\"no-referrer\"></p>\n<p>从数据本身来说，很难单纯定义这个数据是“好”或者“坏”——即使是和分析师预期相比，符合预期，到底是“好”事还是“坏”事也很难说。股市盘前涨幅变大，因为市场的“不确定性”降低了（看来前期对于今天早上的CPI数据担忧还是非常大）。下图是今天盘前VIX的表现，CPI数据出来后VIX骤降。</p>\n<p><img src=\"https://static.tigerbbs.com/24ad35eae84451fd9d629d3d6fc2b0f4\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\">从CPI数据的分项来看，几乎所有的项目都在涨价，所以这次劳工部的标题用的是“CPI for all items rises 0.8% in November; gas, food, shelter, vehicle indexes all rise”。能够非常清晰感觉到，今年的“黑五”打折，商家没有任何力度（因为不愁卖），就连往年能够买到的打折电动牙刷今年也不见踪影。面对这种数据，拜登肯定是要接受全方位的攻击，鲍威尔肯定也如坐针毡。大胆预测一下，12月15日举行的FOMC会议会把资产购买结束的时间提前两个月（从6月到4月）。</p>\n<p>不过我还是坚持我曾经那个观点：<b>今年年底的CPI数据是很夸张，但是转年之后CPI数据会迅速下降，美国的CPI数据会向过山车一样，大起大落。而且有越来越多的证据在佐证我这个观点。</b></p>\n<p>1，美国10月份的贸易逆差，已经开始触底反弹（下图）。美国的经济从某种程度上来说，就是一个印钞向全世界购买的经济体。美国的贸易逆差增大的时候，也就是美国消费增强的时候，当美国的贸易逆差缩小的时候，美国的消费就开始变弱。</p>\n<p><img src=\"https://static.tigerbbs.com/62e5f9221abf106db25ff49a5bde4a61\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\">2，美国的居民存款已经回落（下图）。美国的国民特点，从整体来讲就是“有钱就花，花到没钱”。所以居民的存款因为补助迅速提高之后，下降的速度异常快（下降的时候就是花费的时候）。10月31日的数据已经接近疫情前的水平了，相信11月31日会更低。</p>\n<p><img src=\"https://static.tigerbbs.com/951814b157015d37b7782616cece614e\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"></p>\n<p>3，加州的码头拥堵情况好转。从加州码头的最新数据来看，昨天只有59艘船进不了港口，大大低于11月底的90+艘船。加州码头工人的效率是不会提高的，要想不堵，只能靠船变少。中国到美国西海岸的货运价格稳定在14,000，相信有进一步下跌空间。</p>\n<p>总体来说，美国政府这两年撒钱的行为就像家长给娃发过年压岁钱一样，娃很快就把钱花光，然后继续进入没钱状态。美国政府才是“家长式”的管理方式，R还是说错了。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>：11月营收新台币1,482.68亿，环比增长10.2%，同比增长18.7%。2021年1月至11月累计营收新台币14,320.33亿元，同比增长17.2%。</p>\n<p>Costco：3季度营收好于预期，盘前涨1%。第3季度营收$503.6亿，去年同期$432.1亿；每股收益$2.97，去年同期$2.29。</p>\n<p>Chewy：3季度营收符合预期，盘前跌8%。第3季度营收$21亿，每股亏损$0.08。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：马斯克周四卖出$9.63亿股票和期权。自11月8日以来累计出售1,103万股，占其此前承诺出售股数的64.71%。过去30天特斯拉股价下跌超6%，今年迄今仍上涨38%。同时，Cathie Wood旗下基金周四减持40,861股特斯拉，估值$4,100万。</p>\n<p><a href=\"https://laohu8.com/S/F\">福特汽车</a>：由于订购需求高于电动车芯片供应，将暂停F-150 Lightning电动皮卡预订。福特将订购数量限制在20万，并尝试将产能加倍。该款电动车将于明年年中交付。</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>：CEO下周将访问中国台湾地区和马来西亚。据报道，英特尔CEO将与台积电(TSM)高管会面。英特尔与台积电将在1个GPU和3个数据中心CPU项目上合作。</p>\n<p>MicroStrategy：在最近比特币大跌中又买入1,434枚。该公司总持有122,478枚比特币，价值约$60亿。</p>\n<p><a href=\"https://laohu8.com/S/BEST\">百世集团</a>：与极兔速递的交易基本完成，极兔正式100%控股百世快递。该交易已通过反垄断审查，百世快递发生工商变更，阿里创投等原股东全部退出，变更为极兔速递持股。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>：将于12月27日百度AI开发者大会上发布元宇宙产品希壤 。这是国内首次在元宇宙中举办的大会，可同时容纳10万人同屏互动。</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>盘前观察：美国“爆表”的CPI转过年就会迅速下降</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盘前观察：美国“爆表”的CPI转过年就会迅速下降\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\">2021-12-10 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>速评：美国11月CPI数据创近40年最高</b></p>\n<p>从昨天开始，市场讨论的最多的就是今天的CPI数据。今天数据出来果然创下了记录，不过和彭博的市场预计比较几乎一模一样。可以很肯定地说，拜登是知道CPI（同比增长6.8%）创下了记录，但是拜登并不知道市场的预期也是6.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/6f548d85561b0e3ec05b7b7889cda733\" tg-width=\"371\" tg-height=\"88\" referrerpolicy=\"no-referrer\"></p>\n<p>从数据本身来说，很难单纯定义这个数据是“好”或者“坏”——即使是和分析师预期相比，符合预期，到底是“好”事还是“坏”事也很难说。股市盘前涨幅变大，因为市场的“不确定性”降低了（看来前期对于今天早上的CPI数据担忧还是非常大）。下图是今天盘前VIX的表现，CPI数据出来后VIX骤降。</p>\n<p><img src=\"https://static.tigerbbs.com/24ad35eae84451fd9d629d3d6fc2b0f4\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\">从CPI数据的分项来看，几乎所有的项目都在涨价，所以这次劳工部的标题用的是“CPI for all items rises 0.8% in November; gas, food, shelter, vehicle indexes all rise”。能够非常清晰感觉到，今年的“黑五”打折，商家没有任何力度（因为不愁卖），就连往年能够买到的打折电动牙刷今年也不见踪影。面对这种数据，拜登肯定是要接受全方位的攻击，鲍威尔肯定也如坐针毡。大胆预测一下，12月15日举行的FOMC会议会把资产购买结束的时间提前两个月（从6月到4月）。</p>\n<p>不过我还是坚持我曾经那个观点：<b>今年年底的CPI数据是很夸张，但是转年之后CPI数据会迅速下降，美国的CPI数据会向过山车一样，大起大落。而且有越来越多的证据在佐证我这个观点。</b></p>\n<p>1，美国10月份的贸易逆差，已经开始触底反弹（下图）。美国的经济从某种程度上来说，就是一个印钞向全世界购买的经济体。美国的贸易逆差增大的时候，也就是美国消费增强的时候，当美国的贸易逆差缩小的时候，美国的消费就开始变弱。</p>\n<p><img src=\"https://static.tigerbbs.com/62e5f9221abf106db25ff49a5bde4a61\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\">2，美国的居民存款已经回落（下图）。美国的国民特点，从整体来讲就是“有钱就花，花到没钱”。所以居民的存款因为补助迅速提高之后，下降的速度异常快（下降的时候就是花费的时候）。10月31日的数据已经接近疫情前的水平了，相信11月31日会更低。</p>\n<p><img src=\"https://static.tigerbbs.com/951814b157015d37b7782616cece614e\" tg-width=\"1916\" tg-height=\"813\" referrerpolicy=\"no-referrer\"></p>\n<p>3，加州的码头拥堵情况好转。从加州码头的最新数据来看，昨天只有59艘船进不了港口，大大低于11月底的90+艘船。加州码头工人的效率是不会提高的，要想不堵，只能靠船变少。中国到美国西海岸的货运价格稳定在14,000，相信有进一步下跌空间。</p>\n<p>总体来说，美国政府这两年撒钱的行为就像家长给娃发过年压岁钱一样，娃很快就把钱花光，然后继续进入没钱状态。美国政府才是“家长式”的管理方式，R还是说错了。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>：11月营收新台币1,482.68亿，环比增长10.2%，同比增长18.7%。2021年1月至11月累计营收新台币14,320.33亿元，同比增长17.2%。</p>\n<p>Costco：3季度营收好于预期，盘前涨1%。第3季度营收$503.6亿，去年同期$432.1亿；每股收益$2.97，去年同期$2.29。</p>\n<p>Chewy：3季度营收符合预期，盘前跌8%。第3季度营收$21亿，每股亏损$0.08。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：马斯克周四卖出$9.63亿股票和期权。自11月8日以来累计出售1,103万股，占其此前承诺出售股数的64.71%。过去30天特斯拉股价下跌超6%，今年迄今仍上涨38%。同时，Cathie Wood旗下基金周四减持40,861股特斯拉，估值$4,100万。</p>\n<p><a href=\"https://laohu8.com/S/F\">福特汽车</a>：由于订购需求高于电动车芯片供应，将暂停F-150 Lightning电动皮卡预订。福特将订购数量限制在20万，并尝试将产能加倍。该款电动车将于明年年中交付。</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>：CEO下周将访问中国台湾地区和马来西亚。据报道，英特尔CEO将与台积电(TSM)高管会面。英特尔与台积电将在1个GPU和3个数据中心CPU项目上合作。</p>\n<p>MicroStrategy：在最近比特币大跌中又买入1,434枚。该公司总持有122,478枚比特币，价值约$60亿。</p>\n<p><a href=\"https://laohu8.com/S/BEST\">百世集团</a>：与极兔速递的交易基本完成，极兔正式100%控股百世快递。该交易已通过反垄断审查，百世快递发生工商变更，阿里创投等原股东全部退出，变更为极兔速递持股。</p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>：将于12月27日百度AI开发者大会上发布元宇宙产品希壤 。这是国内首次在元宇宙中举办的大会，可同时容纳10万人同屏互动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160179443","content_text":"速评：美国11月CPI数据创近40年最高\n从昨天开始，市场讨论的最多的就是今天的CPI数据。今天数据出来果然创下了记录，不过和彭博的市场预计比较几乎一模一样。可以很肯定地说，拜登是知道CPI（同比增长6.8%）创下了记录，但是拜登并不知道市场的预期也是6.8%。\n\n从数据本身来说，很难单纯定义这个数据是“好”或者“坏”——即使是和分析师预期相比，符合预期，到底是“好”事还是“坏”事也很难说。股市盘前涨幅变大，因为市场的“不确定性”降低了（看来前期对于今天早上的CPI数据担忧还是非常大）。下图是今天盘前VIX的表现，CPI数据出来后VIX骤降。\n从CPI数据的分项来看，几乎所有的项目都在涨价，所以这次劳工部的标题用的是“CPI for all items rises 0.8% in November; gas, food, shelter, vehicle indexes all 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