wsm的个人主页 - 老虎社区

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投资不是慈善

IP属地：上海

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0勋章

2020-02-08

$瑞幸咖啡(LK)$ https://www.bilibili.com/video/av86712358https://www.bilibili.com/video/av86712358 真正的民族企业不该做空你

2019-06-25

$创世纪集团控股(01849)$ 这货暗盘跌了16%

2019-05-21

$老虎证券(TIGR)$ 这个涨势是什么原因？

2019-08-02

$纳斯达克(.IXIC)$ 我觉得玩股票的都恨大金毛

2020-02-01

$三倍做多FTSE中国ETF-Direxion(YINN)$ 越恐慌越买入，就当支持下中国

2019-05-21

$老虎证券(TIGR)$ 大韭菜太猛了

2019-05-17

$老虎证券(TIGR)$ 大盘涨了，可以停止做空了吧

2022-01-28

有没有发现A股从来没人敢说A股还有更大跌势

外媒头条：摩根士丹利预计美股还有更大跌势

2021-07-25

$新东方(EDU)$，最近国家这一系列操作，有没有像我让你看不到，你就不会焦虑了。房价焦虑是吧？就设置指导价，满足指导价的要求，才能上报交易，虚高的价格，你看不到就不会焦虑了。教育焦虑是吧？我就取缔校外培训，让你看不到，你就不会焦虑了。

2019-06-18

$老虎证券(TIGR)$ 空他，不睡了

2019-10-25

$有道(DAO)$ 快快帮它一把

2019-08-05

$上证指数(000001.SH)$ 大a虽然跌，但这个跌幅还算不错的，意外

2019-07-10

$中集车辆(01839)$ 暗盘已跌3%

2021-08-25

$Direxion Shares ETF Trust(CWEB)$涨的有点过分了

2021-07-23

$新东方(EDU)$我有两头牛，你有一头牛，实现共同富裕，不是把我的这头牛给杀掉，而是如何让你多只牛。实现教育公平，不是说把校外教育抹杀掉，对于贫困山区的孩子就能公平，而应该想尽办法让贫困山区的孩子得到更好的教育条件。另外就是学习减负，学习内卷，这一切都是由下游端成人之间的内卷导致的。事实上，好的学历在这个社会上会有更好的资源，有更好的优势。因此受益的父母自然明白这个道理，对孩子学习方面不可能松懈的。

2021-07-02

$贝壳(BEKE)$房贷收紧影响房市交易量，贝壳最近价格也有所反应。政策不变，交易量下跌，贝壳可能还有下降空间。不止房市，货币流通减少，下半年整个a股可能也不好过。

2021-01-25

$RLX科技(RLX)$果然，抽烟，喝酒，游戏，让人上瘾的最疯狂

2020-09-03

$纳指三倍做多ETF(TQQQ)$来个熔断刺激下

2019-07-16

$纳指三倍做多ETF(TQQQ)$ 大a真不行

2019-06-19

$老虎证券(TIGR)$ 舒服了

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05:43","market":"sh","language":"zh","title":"外媒头条：摩根士丹利预计美股还有更大跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=2206841279","media":"市场资讯","summary":"摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。美国原油期货价格录得3个交易日来的首次下跌。交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。","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、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</b></blockquote><blockquote><b>2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振</b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/GS\">高盛</a>二号人物公开痛批美联储 “丧失公信、缺乏决心”</b></blockquote><blockquote><b>4、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>料美股还有更大跌势 恐怕会跑输世界其余地区股市</b></blockquote><blockquote><b>5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅</b></blockquote><blockquote><b>6、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云部门组建新团队 围绕区块链打造业务</b></blockquote><p><img src=\"https://static.tigerbbs.com/8ccb70edd90b6a24c33dc56977f107da\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</b></p><p>美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。</p><p>他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周，英国央行等多家央行都可能上调基准利率，更多央行暗示未来几个月也将跟进。</p><p>这次鲍威尔的讲话向投资者发出了重大警告，那就是央行要动真格撤走支持性政策了。即使股市大跌，债券收益率上升，对加息将削弱经济增长力道的担忧日益升温，但这位美联储主席眼都没眨一下。</p><p>“这轮紧缩周期会不一样，”TS Lombard经济学家Dario Perkins表示。“当局这次可能希望用快得多的速度加息。”</p><p>Perkins表示，上一轮全球周期是在2008年金融危机前夕，但这轮周期正值经济满负荷运转，通胀率远高于目标，因此可能铺垫出1990年代以来最快的全球加息周期。</p><p>Perkins表示，金融市场应该准备好迎接剧烈波动。</p><p>“通胀远高于目标，经济已经接近充分就业，资产估值看起来过高，”他说道。“除非均衡利率已经崩溃--这似乎不太可能发生，否则当局可能需要比投资者预期更强有力地收紧政策。这给金融部门带来了显而易见的风险。”</p><p><img src=\"https://static.tigerbbs.com/6eb6b552760121eda0b249c25c3369fd\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>美国去年第四季度经济增长加快 受到库存重建和消费支出提振</b></p><p>美国去年最后三个月的经济增长加速，受到了库存重建和消费者支出增加的推动。</p><p>美国商务部周四发布的初步估计数字显示，去年第四季度国内生产总值折合年率增长6.9%，高于第三季度2.3%的增幅。美联储官员密切关注的通胀指标--不包括食品和能源的个人消费支出价格指数，折合年率增长4.9%。</p><p>接受媒体调查的经济学家的预测中值是去年第四季度GDP增长5.5%。</p><p><img src=\"https://static.tigerbbs.com/7de144ea5ff2f472437a692e058afaf0\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p><b>高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”</b></p><p>就在美联储为遏制近40年来最热通胀而加大承诺力度之前，一位美国金融业高管对它做出了极为罕见的公开批评。</p><p>高盛集团总裁John Waldron在对养老基金经理的发言中直言不讳地说，美联储的独立性近年来已经毁了，在市场上也丧失了公信力。</p><p>他在央行周三会议前几个小时表示，过去几年发生的事情令“美联储的独立性受到质疑”。他对美联储作为“独立货币政策引擎做自己认为正确的事、而不是搞权宜之计”的能力表示怀疑。</p><p>Waldron表示，真正重要的是削减过去两年翻逾一番达到近9万亿美元的资产负债表的能力和意愿。</p><p>“我不完全相信美联储有这样做的意愿，” 他说，债券交易员也和他看法一致，“我不确定他们也相信美联储有这样的意愿。”</p><p><img src=\"https://static.tigerbbs.com/b29505c9699a20eb1e60ed8f6312ca84\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市</b></p><p>摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。</p><p>Sheets进一步强化了预期，认为经通胀调整的收益率将从严重负值水平回到疫情前的常态，可能给对利率敏感的增长股带来新的冲击，而这些股票驱动着美国的超大盘指数。</p><p>“我们偏好在美国股市持有防御性头寸，认为美股对实际利率走高最为敏感，表现会落后于世界其余地区的股票，”Sheets在接受采访时表示。</p><p>周三，美联储主席鲍威尔暗示，为了遏制40年来最为火热的通胀，3月份将会加息，同时提出了每次会议都加息的可能性，随后实际收益率升至18个月以来的最高水平。</p><p>Sheets预计，到今年年底，经通胀调整的利率将进一步上升40个基点，至-0.1%。短短两周前，他的预测为-0.3%。</p><p><img src=\"https://static.tigerbbs.com/73808427b203dd0ee9cd2bce42220af5\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p><b>美国天然气价格周四飙升46.5% 创史上最大单日涨幅</b></p><p>美国天然气价格周四收盘飙升46%，创史上最大单日涨幅，令市场感到震惊。美国原油期货价格录得3个交易日来的首次下跌。</p><p>根据道琼斯市场数据，纽约商品交易所2月份交割的天然气价格上涨1.99美元，涨幅达46.5%，收于每百万英热单位6.265美元，创10月以来最高收盘价，同时创下有记录以来的天然气最大单日百分比涨幅。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）周四报告称，美国上周天然气库存锐减2190亿立方英尺，使库存总量比去年水平低10%以上。</p><p>与此同时，美国WTI原油期货价格录得3个交易日来的首次下跌。</p><p>交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。</p><p>纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格下跌74美分，跌幅近0.9%，收于每桶86.61美元。</p><p><img src=\"https://static.tigerbbs.com/6fd7db3927037d25efe55f27ef4f26e4\" tg-width=\"720\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p><b>谷歌云部门组建新团队 围绕区块链打造业务</b></p><p>据报道，在经历了零售、医疗和其他行业的增长之后，谷歌的云部门又成立了一个新团队，围绕区块链应用打造业务。</p><p>分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。</p><p>谷歌云部门数字资产战略主管理查德·威德曼（Richard Widmann）今日称，该部门计划招聘一批拥有区块链专业知识的员工。他说：“我们认为，如果做得好，就会推动去中心化。”</p><p>谷歌的云市场已经提供了一些工具，允许开发人员用来构建区块链网络。而且，谷歌也拥有了一些区块链客户，包括Dapper Labs、Hedera、Theta Labs，以及一些数字交易所。此外，谷歌还提供了数据集，人们可以使用BigQuery服务进行浏览，以查看比特币和其他货币的交易历史。</p></body></html>","source":"sina_symbol","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：摩根士丹利预计美股还有更大跌势</title>\n<style 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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：摩根士丹利预计美股还有更大跌势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml><strong>市场资讯</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、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振3、高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”4、摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅6、谷歌云部门组建新团队 围绕区块链打造业务美联储启动数十年来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6eb6b552760121eda0b249c25c3369fd","relate_stocks":{"BK4504":"桥水持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓",".DJI":"道琼斯"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206841279","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、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振3、高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”4、摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅6、谷歌云部门组建新团队 围绕区块链打造业务美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周，英国央行等多家央行都可能上调基准利率，更多央行暗示未来几个月也将跟进。这次鲍威尔的讲话向投资者发出了重大警告，那就是央行要动真格撤走支持性政策了。即使股市大跌，债券收益率上升，对加息将削弱经济增长力道的担忧日益升温，但这位美联储主席眼都没眨一下。“这轮紧缩周期会不一样，”TS Lombard经济学家Dario Perkins表示。“当局这次可能希望用快得多的速度加息。”Perkins表示，上一轮全球周期是在2008年金融危机前夕，但这轮周期正值经济满负荷运转，通胀率远高于目标，因此可能铺垫出1990年代以来最快的全球加息周期。Perkins表示，金融市场应该准备好迎接剧烈波动。“通胀远高于目标，经济已经接近充分就业，资产估值看起来过高，”他说道。“除非均衡利率已经崩溃--这似乎不太可能发生，否则当局可能需要比投资者预期更强有力地收紧政策。这给金融部门带来了显而易见的风险。”美国去年第四季度经济增长加快 受到库存重建和消费支出提振美国去年最后三个月的经济增长加速，受到了库存重建和消费者支出增加的推动。美国商务部周四发布的初步估计数字显示，去年第四季度国内生产总值折合年率增长6.9%，高于第三季度2.3%的增幅。美联储官员密切关注的通胀指标--不包括食品和能源的个人消费支出价格指数，折合年率增长4.9%。接受媒体调查的经济学家的预测中值是去年第四季度GDP增长5.5%。高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”就在美联储为遏制近40年来最热通胀而加大承诺力度之前，一位美国金融业高管对它做出了极为罕见的公开批评。高盛集团总裁John Waldron在对养老基金经理的发言中直言不讳地说，美联储的独立性近年来已经毁了，在市场上也丧失了公信力。他在央行周三会议前几个小时表示，过去几年发生的事情令“美联储的独立性受到质疑”。他对美联储作为“独立货币政策引擎做自己认为正确的事、而不是搞权宜之计”的能力表示怀疑。Waldron表示，真正重要的是削减过去两年翻逾一番达到近9万亿美元的资产负债表的能力和意愿。“我不完全相信美联储有这样做的意愿，” 他说，债券交易员也和他看法一致，“我不确定他们也相信美联储有这样的意愿。”摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。Sheets进一步强化了预期，认为经通胀调整的收益率将从严重负值水平回到疫情前的常态，可能给对利率敏感的增长股带来新的冲击，而这些股票驱动着美国的超大盘指数。“我们偏好在美国股市持有防御性头寸，认为美股对实际利率走高最为敏感，表现会落后于世界其余地区的股票，”Sheets在接受采访时表示。周三，美联储主席鲍威尔暗示，为了遏制40年来最为火热的通胀，3月份将会加息，同时提出了每次会议都加息的可能性，随后实际收益率升至18个月以来的最高水平。Sheets预计，到今年年底，经通胀调整的利率将进一步上升40个基点，至-0.1%。短短两周前，他的预测为-0.3%。美国天然气价格周四飙升46.5% 创史上最大单日涨幅美国天然气价格周四收盘飙升46%，创史上最大单日涨幅，令市场感到震惊。美国原油期货价格录得3个交易日来的首次下跌。根据道琼斯市场数据，纽约商品交易所2月份交割的天然气价格上涨1.99美元，涨幅达46.5%，收于每百万英热单位6.265美元，创10月以来最高收盘价，同时创下有记录以来的天然气最大单日百分比涨幅。美国能源信息署（EIA）周四报告称，美国上周天然气库存锐减2190亿立方英尺，使库存总量比去年水平低10%以上。与此同时，美国WTI原油期货价格录得3个交易日来的首次下跌。交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格下跌74美分，跌幅近0.9%，收于每桶86.61美元。谷歌云部门组建新团队 围绕区块链打造业务据报道，在经历了零售、医疗和其他行业的增长之后，谷歌的云部门又成立了一个新团队，围绕区块链应用打造业务。分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。谷歌云部门数字资产战略主管理查德·威德曼（Richard Widmann）今日称，该部门计划招聘一批拥有区块链专业知识的员工。他说：“我们认为，如果做得好，就会推动去中心化。”谷歌的云市场已经提供了一些工具，允许开发人员用来构建区块链网络。而且，谷歌也拥有了一些区块链客户，包括Dapper Labs、Hedera、Theta Labs，以及一些数字交易所。此外，谷歌还提供了数据集，人们可以使用BigQuery服务进行浏览，以查看比特币和其他货币的交易历史。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837920597,"gmtCreate":1629853302119,"gmtModify":1629853302119,"author":{"id":"3510252822600568","authorId":"3510252822600568","name":"wsm","avatar":"https://static.tigerbbs.com/2b724316bb4d142fc48c89808f648d81","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510252822600568","authorIdStr":"3510252822600568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CWEB\">$Direxion Shares ETF Trust(CWEB)$</a>涨的有点过分了","listText":"<a href=\"https://laohu8.com/S/CWEB\">$Direxion Shares ETF Trust(CWEB)$</a>涨的有点过分了","text":"$Direxion Shares ETF 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不知道什么时候结束下跌，天天买点就行，越恐惧越可能是机会。仓位很重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/989451404","isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914863673,"gmtCreate":1581177370092,"gmtModify":1704343643251,"author":{"id":"3510252822600568","authorId":"3510252822600568","name":"wsm","avatar":"https://static.tigerbbs.com/2b724316bb4d142fc48c89808f648d81","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510252822600568","authorIdStr":"3510252822600568"},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ https://www.bilibili.com/video/av86712358https://www.bilibili.com/video/av86712358 真正的民族企业 不该做空你","listText":"$瑞幸咖啡(LK)$ https://www.bilibili.com/video/av86712358https://www.bilibili.com/video/av86712358 真正的民族企业 不该做空你","text":"$瑞幸咖啡(LK)$ https://www.bilibili.com/video/av86712358https://www.bilibili.com/video/av86712358 真正的民族企业 不该做空你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/914863673","isVote":1,"tweetType":1,"viewCount":3102,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526709612641830","authorId":"3526709612641830","name":"投资伟大的企业家","avatar":"https://static.tigerbbs.com/02f989e68a7ed0a5f969386984542f13","crmLevel":9,"crmLevelSwitch":0,"idStr":"3526709612641830","authorIdStr":"3526709612641830"},"content":"财务造假，数据注水，董事会管理层劣迹斑斑，你管这企业叫民族企业吗？","text":"财务造假，数据注水，董事会管理层劣迹斑斑，你管这企业叫民族企业吗？","html":"财务造假，数据注水，董事会管理层劣迹斑斑，你管这企业叫民族企业吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915049935,"gmtCreate":1580512524327,"gmtModify":1704341776285,"author":{"id":"3510252822600568","authorId":"3510252822600568","name":"wsm","avatar":"https://static.tigerbbs.com/2b724316bb4d142fc48c89808f648d81","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510252822600568","authorIdStr":"3510252822600568"},"themes":[],"htmlText":"看空期权到期了，早不发","listText":"看空期权到期了，早不发","text":"看空期权到期了，早不发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915049935","repostId":"1106582243","repostType":2,"repost":{"id":"1106582243","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":1580510871,"share":"https://www.laohu8.com/m/news/1106582243?lang=&edition=full","pubTime":"2020-02-01 06:47","market":"us","language":"zh","title":"两大做空机构对掐，瑞幸股价遭巨震","url":"https://stock-news.laohu8.com/highlight/detail?id=1106582243","media":"老虎资讯综合","summary":"知名做空机构浑水凌晨宣布做空瑞幸咖啡，导致瑞幸股价盘中一度暴跌逾24%。随后，另一知名做空机构香橼发推特表示他们做多瑞幸，瑞幸股价上演深V反弹，截至收盘，下跌10.74%。","content":"<p><span>知名做空机构浑水（Muddy Waters）周四凌晨宣布做空<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a><a href=\"https://laohu8.com/S/LK\">$(LK)$</a>，导致瑞幸股价盘中盘中一度暴跌逾24%。随后，另一知名做空机构香橼（Citron Research）发推特表示他们做多瑞幸，瑞幸股价上演深V反弹，截至收盘，下跌10.74%，两大做空机构上演多空大战，结果将如何？拭目以待。而瑞幸自冠状病毒爆发以来，股价已跌去了30%。</span></p><p><img src=\"https://static.tigerbbs.com/ef0c67356568c3e7f98c125fcefb901a\" /></p><p><span>浑水表示他们收到一份长达89页的报告指控瑞幸造假，浑水研究后认为这份报告真实成立。撰写这份报告之人，派了92个全职和1400个兼职调查员，还收了25000多张小票 ，进行录了10000个小时的门店录像，认为在2019年第三季度，瑞幸单店每日销售商品数量虚增至少69%，第四季度虚增达88%。并且收集了大量内部微信聊天记录，关联人与企业的工商信息，作证分析环环相扣。</span></p><p><img src=\"https://static.tigerbbs.com/f0ee29b47e84ab6239108b915247136e\" /></p><p><span>香橼称也收到这份报告，但认为报告的准确度不高，期待瑞幸管理层回应。</span></p><p><img src=\"https://static.tigerbbs.com/6354c4fb74fe57ac623efa09ee82981e\" /></p><p><span>这份做空报告称，这是一基本面破裂的业务，它试图通过折扣和免费向中国消费者灌输喝咖啡的文化。在2019年5月在完成6.45亿美元的IPO之后，瑞幸从2019年第3季度开始，通过捏造财务数据和经营数据演变为欺诈。它展现了引人注目的业务成果，并使其股价在2个月内上涨了160％。随后，公司毫不犹豫地在2020年1月再次融资11亿美元（包括二次配售）。瑞幸明确地知道投资者在寻找什么，如何将自己塑造成具有美好故事的成长型股票，以及操纵哪些关键指标以最大化投资者的信心。</span></p><p><span>这份报告由两部分组成：欺诈和基本面不成立的业务，报告演示了瑞幸如何伪造其排号以及为什么它的商业模存在式固有的缺陷。报告包含5个虚报证据，6个危险信号和5个商业模式缺陷。</span></p><p><img src=\"https://static.tigerbbs.com/26d11ea1c2bb135e8e85ea112f77e5a2\" /><img src=\"https://static.tigerbbs.com/7abfbebe7a43989a63495d8c459b0759\" /></p><p><b><span>证据</span></b></p><p><span>证据1：在2019年第三季度和2019年第四季度，每家商店每天的商品数量至少被夸大了69%，而在11260小时的商店监控视频的支持下，这一数字被夸大了88%。我们动员了92名全职员工和1418名兼职员工，对981家门店进行监控和记录，覆盖了100%的营业时间。门店的选择是基于城市和地点类型的分布，这与瑞幸完全直接经营的门店组合是一样的。</span></p><p><span>证据2：瑞幸的“每单商品”从2019年第二季度的1.38降至2019年第四季度的1.14。</span></p><p><span>证据3：我们收集了25843份客户收据，发现瑞幸将每件商品的净售价至少提高了1.23元或12.3%，人为地维持了这种商业模式。在实际情况中，商店层面的损失高达24.7%-28%。不包括免费产品，实际销售价格为上市价格的46%，而不是管理层声称的55%。</span></p><p><span>证据4：第三方媒体跟踪显示，瑞幸将2019年第三季度的广告支出夸大了逾150%，尤其是在<a href=\"https://laohu8.com/S/002027\">分众传媒</a>上的支出。瑞幸有可能将其被夸大的广告费用重新用于增加收入和店面利润。</span></p><p><span>证据5：瑞幸2019年第三季度“其他产品”的收入贡献仅为6%左右，根据25843份客户收据及其报告的增值税数字，这代表了近400%的通胀率。</span></p><p><b><span>危险信号</span></b></p><p><span>信号1：瑞幸管理层已通过股票质押兑现了49%的股票持股(或24%的流通股)，令投资者面临追缴保证金导致股价暴跌的风险。</span></p><p><span>信号2：瑞幸董事长卢正耀和同一批关系密切的私募股权投资者从港股<a href=\"https://laohu8.com/S/00699\">神州租车</a>(0699)那里卷走了16亿美元，令少数股东蒙受了巨大损失。</span></p><p><span>信号3：瑞幸集团董事长陆正耀通过收购宝沃，将1.37亿元人民币从UCAR (838006 CH)转移至其关联方—王白银。UCAR、Borgward和Baiyin Wang将在未来12个月向百富顿汽车支付59.5亿元人民币。而Baiyin Wang刚成立不久的咖啡机供应商就在瑞幸隔壁。</span></p><p><span>信号4：瑞幸最近通过增发和发行可转换债券筹集了8.65亿美元，以发展其“无人零售”战略，这更可能是管理层从公司吸走大量现金的便捷方式。</span></p><p><span>信号5：瑞幸的独立董事邵绍锋(Sean Shao)是一些非常可疑的在美上市中国公司的董事，这些公司的公开投资者蒙受了重大损失。</span></p><p><span>信号6：瑞幸的联合创始人兼首席营销官费阳在担任北京口碑互动营销策划有限公司联合创始人兼总经理期间，曾因非法经营罪被判处有期徒刑18个月。(“网络口碑”)。此后，iWOM与北京QWOM科技有限公司(“QWOM”)成为关联方，后者现在是699 HK的子公司，并与瑞幸金进行关联方交易。</span></p><p><b><span>商业模式缺陷</span></b></p><p><span>商业模式缺陷1：瑞幸针对核心功能咖啡需求的主张是错误的：中国人均86毫克/天的咖啡因摄入量已经与亚洲其他国家相当，95%的摄入量来自茶叶。在中国，核心功能咖啡产品的市场规模较小，且正在适度增长。</span></p><p><span>商业模式缺陷2：瑞幸的客户对价格高度敏感，慷慨的价格推广是留住他们的动力；瑞幸试图降低折扣水平(即提高有效价格)，同时增加同店销售额是不可能完成的任务。</span></p><p><span>商业模式缺陷3：有缺陷的单位经济，没有机会看到利润:瑞幸破碎的商业模式注定要崩溃。</span></p><p><span>商业模式缺陷4：瑞幸“从咖啡开始，成为每个人日常生活的一部分”的梦想不太可能实现，因为它在非咖啡产品方面也缺乏核心竞争力。它的“平台”充满了没有品牌忠诚度的机会主义客户。它的lab -light商店模式只适用于生产已经上市十多年的“1.0代”茶饮料，而领先的鲜茶生产商五年前就率先推出了“3.0代”产品。</span></p><p><span>商业模式缺陷5：小鹿茶的特许经营业务合规风险高，没有按照法律要求向相关部门进行登记，因为瑞幸茶业在2019年9月开始经营特许经营业务时，至少有两家直营店运营满1年。</span></p><p><span>报告中海附有大量证据图，我们期待瑞幸的回应。</span></p><p><img src=\"https://static.tigerbbs.com/c2db62fe45d14b3098e497f49b466f2e\" /><img src=\"https://static.tigerbbs.com/ae5eb3989b099f96531f9a6455d93fbe\" /></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>两大做空机构对掐，瑞幸股价遭巨震</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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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两大做空机构对掐，瑞幸股价遭巨震\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-02-01 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>知名做空机构浑水（Muddy Waters）周四凌晨宣布做空<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a><a href=\"https://laohu8.com/S/LK\">$(LK)$</a>，导致瑞幸股价盘中盘中一度暴跌逾24%。随后，另一知名做空机构香橼（Citron Research）发推特表示他们做多瑞幸，瑞幸股价上演深V反弹，截至收盘，下跌10.74%，两大做空机构上演多空大战，结果将如何？拭目以待。而瑞幸自冠状病毒爆发以来，股价已跌去了30%。</span></p><p><img src=\"https://static.tigerbbs.com/ef0c67356568c3e7f98c125fcefb901a\" /></p><p><span>浑水表示他们收到一份长达89页的报告指控瑞幸造假，浑水研究后认为这份报告真实成立。撰写这份报告之人，派了92个全职和1400个兼职调查员，还收了25000多张小票 ，进行录了10000个小时的门店录像，认为在2019年第三季度，瑞幸单店每日销售商品数量虚增至少69%，第四季度虚增达88%。并且收集了大量内部微信聊天记录，关联人与企业的工商信息，作证分析环环相扣。</span></p><p><img src=\"https://static.tigerbbs.com/f0ee29b47e84ab6239108b915247136e\" /></p><p><span>香橼称也收到这份报告，但认为报告的准确度不高，期待瑞幸管理层回应。</span></p><p><img src=\"https://static.tigerbbs.com/6354c4fb74fe57ac623efa09ee82981e\" /></p><p><span>这份做空报告称，这是一基本面破裂的业务，它试图通过折扣和免费向中国消费者灌输喝咖啡的文化。在2019年5月在完成6.45亿美元的IPO之后，瑞幸从2019年第3季度开始，通过捏造财务数据和经营数据演变为欺诈。它展现了引人注目的业务成果，并使其股价在2个月内上涨了160％。随后，公司毫不犹豫地在2020年1月再次融资11亿美元（包括二次配售）。瑞幸明确地知道投资者在寻找什么，如何将自己塑造成具有美好故事的成长型股票，以及操纵哪些关键指标以最大化投资者的信心。</span></p><p><span>这份报告由两部分组成：欺诈和基本面不成立的业务，报告演示了瑞幸如何伪造其排号以及为什么它的商业模存在式固有的缺陷。报告包含5个虚报证据，6个危险信号和5个商业模式缺陷。</span></p><p><img src=\"https://static.tigerbbs.com/26d11ea1c2bb135e8e85ea112f77e5a2\" /><img src=\"https://static.tigerbbs.com/7abfbebe7a43989a63495d8c459b0759\" /></p><p><b><span>证据</span></b></p><p><span>证据1：在2019年第三季度和2019年第四季度，每家商店每天的商品数量至少被夸大了69%，而在11260小时的商店监控视频的支持下，这一数字被夸大了88%。我们动员了92名全职员工和1418名兼职员工，对981家门店进行监控和记录，覆盖了100%的营业时间。门店的选择是基于城市和地点类型的分布，这与瑞幸完全直接经营的门店组合是一样的。</span></p><p><span>证据2：瑞幸的“每单商品”从2019年第二季度的1.38降至2019年第四季度的1.14。</span></p><p><span>证据3：我们收集了25843份客户收据，发现瑞幸将每件商品的净售价至少提高了1.23元或12.3%，人为地维持了这种商业模式。在实际情况中，商店层面的损失高达24.7%-28%。不包括免费产品，实际销售价格为上市价格的46%，而不是管理层声称的55%。</span></p><p><span>证据4：第三方媒体跟踪显示，瑞幸将2019年第三季度的广告支出夸大了逾150%，尤其是在<a href=\"https://laohu8.com/S/002027\">分众传媒</a>上的支出。瑞幸有可能将其被夸大的广告费用重新用于增加收入和店面利润。</span></p><p><span>证据5：瑞幸2019年第三季度“其他产品”的收入贡献仅为6%左右，根据25843份客户收据及其报告的增值税数字，这代表了近400%的通胀率。</span></p><p><b><span>危险信号</span></b></p><p><span>信号1：瑞幸管理层已通过股票质押兑现了49%的股票持股(或24%的流通股)，令投资者面临追缴保证金导致股价暴跌的风险。</span></p><p><span>信号2：瑞幸董事长卢正耀和同一批关系密切的私募股权投资者从港股<a href=\"https://laohu8.com/S/00699\">神州租车</a>(0699)那里卷走了16亿美元，令少数股东蒙受了巨大损失。</span></p><p><span>信号3：瑞幸集团董事长陆正耀通过收购宝沃，将1.37亿元人民币从UCAR (838006 CH)转移至其关联方—王白银。UCAR、Borgward和Baiyin Wang将在未来12个月向百富顿汽车支付59.5亿元人民币。而Baiyin Wang刚成立不久的咖啡机供应商就在瑞幸隔壁。</span></p><p><span>信号4：瑞幸最近通过增发和发行可转换债券筹集了8.65亿美元，以发展其“无人零售”战略，这更可能是管理层从公司吸走大量现金的便捷方式。</span></p><p><span>信号5：瑞幸的独立董事邵绍锋(Sean Shao)是一些非常可疑的在美上市中国公司的董事，这些公司的公开投资者蒙受了重大损失。</span></p><p><span>信号6：瑞幸的联合创始人兼首席营销官费阳在担任北京口碑互动营销策划有限公司联合创始人兼总经理期间，曾因非法经营罪被判处有期徒刑18个月。(“网络口碑”)。此后，iWOM与北京QWOM科技有限公司(“QWOM”)成为关联方，后者现在是699 HK的子公司，并与瑞幸金进行关联方交易。</span></p><p><b><span>商业模式缺陷</span></b></p><p><span>商业模式缺陷1：瑞幸针对核心功能咖啡需求的主张是错误的：中国人均86毫克/天的咖啡因摄入量已经与亚洲其他国家相当，95%的摄入量来自茶叶。在中国，核心功能咖啡产品的市场规模较小，且正在适度增长。</span></p><p><span>商业模式缺陷2：瑞幸的客户对价格高度敏感，慷慨的价格推广是留住他们的动力；瑞幸试图降低折扣水平(即提高有效价格)，同时增加同店销售额是不可能完成的任务。</span></p><p><span>商业模式缺陷3：有缺陷的单位经济，没有机会看到利润:瑞幸破碎的商业模式注定要崩溃。</span></p><p><span>商业模式缺陷4：瑞幸“从咖啡开始，成为每个人日常生活的一部分”的梦想不太可能实现，因为它在非咖啡产品方面也缺乏核心竞争力。它的“平台”充满了没有品牌忠诚度的机会主义客户。它的lab -light商店模式只适用于生产已经上市十多年的“1.0代”茶饮料，而领先的鲜茶生产商五年前就率先推出了“3.0代”产品。</span></p><p><span>商业模式缺陷5：小鹿茶的特许经营业务合规风险高，没有按照法律要求向相关部门进行登记，因为瑞幸茶业在2019年9月开始经营特许经营业务时，至少有两家直营店运营满1年。</span></p><p><span>报告中海附有大量证据图，我们期待瑞幸的回应。</span></p><p><img src=\"https://static.tigerbbs.com/c2db62fe45d14b3098e497f49b466f2e\" /><img src=\"https://static.tigerbbs.com/ae5eb3989b099f96531f9a6455d93fbe\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106582243","content_text":"知名做空机构浑水（Muddy Waters）周四凌晨宣布做空瑞幸咖啡$(LK)$，导致瑞幸股价盘中盘中一度暴跌逾24%。随后，另一知名做空机构香橼（Citron Research）发推特表示他们做多瑞幸，瑞幸股价上演深V反弹，截至收盘，下跌10.74%，两大做空机构上演多空大战，结果将如何？拭目以待。而瑞幸自冠状病毒爆发以来，股价已跌去了30%。浑水表示他们收到一份长达89页的报告指控瑞幸造假，浑水研究后认为这份报告真实成立。撰写这份报告之人，派了92个全职和1400个兼职调查员，还收了25000多张小票 ，进行录了10000个小时的门店录像，认为在2019年第三季度，瑞幸单店每日销售商品数量虚增至少69%，第四季度虚增达88%。并且收集了大量内部微信聊天记录，关联人与企业的工商信息，作证分析环环相扣。香橼称也收到这份报告，但认为报告的准确度不高，期待瑞幸管理层回应。这份做空报告称，这是一基本面破裂的业务，它试图通过折扣和免费向中国消费者灌输喝咖啡的文化。在2019年5月在完成6.45亿美元的IPO之后，瑞幸从2019年第3季度开始，通过捏造财务数据和经营数据演变为欺诈。它展现了引人注目的业务成果，并使其股价在2个月内上涨了160％。随后，公司毫不犹豫地在2020年1月再次融资11亿美元（包括二次配售）。瑞幸明确地知道投资者在寻找什么，如何将自己塑造成具有美好故事的成长型股票，以及操纵哪些关键指标以最大化投资者的信心。这份报告由两部分组成：欺诈和基本面不成立的业务，报告演示了瑞幸如何伪造其排号以及为什么它的商业模存在式固有的缺陷。报告包含5个虚报证据，6个危险信号和5个商业模式缺陷。证据证据1：在2019年第三季度和2019年第四季度，每家商店每天的商品数量至少被夸大了69%，而在11260小时的商店监控视频的支持下，这一数字被夸大了88%。我们动员了92名全职员工和1418名兼职员工，对981家门店进行监控和记录，覆盖了100%的营业时间。门店的选择是基于城市和地点类型的分布，这与瑞幸完全直接经营的门店组合是一样的。证据2：瑞幸的“每单商品”从2019年第二季度的1.38降至2019年第四季度的1.14。证据3：我们收集了25843份客户收据，发现瑞幸将每件商品的净售价至少提高了1.23元或12.3%，人为地维持了这种商业模式。在实际情况中，商店层面的损失高达24.7%-28%。不包括免费产品，实际销售价格为上市价格的46%，而不是管理层声称的55%。证据4：第三方媒体跟踪显示，瑞幸将2019年第三季度的广告支出夸大了逾150%，尤其是在分众传媒上的支出。瑞幸有可能将其被夸大的广告费用重新用于增加收入和店面利润。证据5：瑞幸2019年第三季度“其他产品”的收入贡献仅为6%左右，根据25843份客户收据及其报告的增值税数字，这代表了近400%的通胀率。危险信号信号1：瑞幸管理层已通过股票质押兑现了49%的股票持股(或24%的流通股)，令投资者面临追缴保证金导致股价暴跌的风险。信号2：瑞幸董事长卢正耀和同一批关系密切的私募股权投资者从港股神州租车(0699)那里卷走了16亿美元，令少数股东蒙受了巨大损失。信号3：瑞幸集团董事长陆正耀通过收购宝沃，将1.37亿元人民币从UCAR (838006 CH)转移至其关联方—王白银。UCAR、Borgward和Baiyin Wang将在未来12个月向百富顿汽车支付59.5亿元人民币。而Baiyin Wang刚成立不久的咖啡机供应商就在瑞幸隔壁。信号4：瑞幸最近通过增发和发行可转换债券筹集了8.65亿美元，以发展其“无人零售”战略，这更可能是管理层从公司吸走大量现金的便捷方式。信号5：瑞幸的独立董事邵绍锋(Sean Shao)是一些非常可疑的在美上市中国公司的董事，这些公司的公开投资者蒙受了重大损失。信号6：瑞幸的联合创始人兼首席营销官费阳在担任北京口碑互动营销策划有限公司联合创始人兼总经理期间，曾因非法经营罪被判处有期徒刑18个月。(“网络口碑”)。此后，iWOM与北京QWOM科技有限公司(“QWOM”)成为关联方，后者现在是699 HK的子公司，并与瑞幸金进行关联方交易。商业模式缺陷商业模式缺陷1：瑞幸针对核心功能咖啡需求的主张是错误的：中国人均86毫克/天的咖啡因摄入量已经与亚洲其他国家相当，95%的摄入量来自茶叶。在中国，核心功能咖啡产品的市场规模较小，且正在适度增长。商业模式缺陷2：瑞幸的客户对价格高度敏感，慷慨的价格推广是留住他们的动力；瑞幸试图降低折扣水平(即提高有效价格)，同时增加同店销售额是不可能完成的任务。商业模式缺陷3：有缺陷的单位经济，没有机会看到利润:瑞幸破碎的商业模式注定要崩溃。商业模式缺陷4：瑞幸“从咖啡开始，成为每个人日常生活的一部分”的梦想不太可能实现，因为它在非咖啡产品方面也缺乏核心竞争力。它的“平台”充满了没有品牌忠诚度的机会主义客户。它的lab -light商店模式只适用于生产已经上市十多年的“1.0代”茶饮料，而领先的鲜茶生产商五年前就率先推出了“3.0代”产品。商业模式缺陷5：小鹿茶的特许经营业务合规风险高，没有按照法律要求向相关部门进行登记，因为瑞幸茶业在2019年9月开始经营特许经营业务时，至少有两家直营店运营满1年。报告中海附有大量证据图，我们期待瑞幸的回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":914863673,"gmtCreate":1581177370092,"gmtModify":1704343643251,"author":{"id":"3510252822600568","authorId":"3510252822600568","name":"wsm","avatar":"https://static.tigerbbs.com/2b724316bb4d142fc48c89808f648d81","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510252822600568","idStr":"3510252822600568"},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ https://www.bilibili.com/video/av86712358https://www.bilibili.com/video/av86712358 真正的民族企业 不该做空你","listText":"$瑞幸咖啡(LK)$ https://www.bilibili.com/video/av86712358https://www.bilibili.com/video/av86712358 真正的民族企业 不该做空你","text":"$瑞幸咖啡(LK)$ 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tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</b></p><p>美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。</p><p>他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周，英国央行等多家央行都可能上调基准利率，更多央行暗示未来几个月也将跟进。</p><p>这次鲍威尔的讲话向投资者发出了重大警告，那就是央行要动真格撤走支持性政策了。即使股市大跌，债券收益率上升，对加息将削弱经济增长力道的担忧日益升温，但这位美联储主席眼都没眨一下。</p><p>“这轮紧缩周期会不一样，”TS Lombard经济学家Dario Perkins表示。“当局这次可能希望用快得多的速度加息。”</p><p>Perkins表示，上一轮全球周期是在2008年金融危机前夕，但这轮周期正值经济满负荷运转，通胀率远高于目标，因此可能铺垫出1990年代以来最快的全球加息周期。</p><p>Perkins表示，金融市场应该准备好迎接剧烈波动。</p><p>“通胀远高于目标，经济已经接近充分就业，资产估值看起来过高，”他说道。“除非均衡利率已经崩溃--这似乎不太可能发生，否则当局可能需要比投资者预期更强有力地收紧政策。这给金融部门带来了显而易见的风险。”</p><p><img src=\"https://static.tigerbbs.com/6eb6b552760121eda0b249c25c3369fd\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>美国去年第四季度经济增长加快 受到库存重建和消费支出提振</b></p><p>美国去年最后三个月的经济增长加速，受到了库存重建和消费者支出增加的推动。</p><p>美国商务部周四发布的初步估计数字显示，去年第四季度国内生产总值折合年率增长6.9%，高于第三季度2.3%的增幅。美联储官员密切关注的通胀指标--不包括食品和能源的个人消费支出价格指数，折合年率增长4.9%。</p><p>接受媒体调查的经济学家的预测中值是去年第四季度GDP增长5.5%。</p><p><img src=\"https://static.tigerbbs.com/7de144ea5ff2f472437a692e058afaf0\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p><b>高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”</b></p><p>就在美联储为遏制近40年来最热通胀而加大承诺力度之前，一位美国金融业高管对它做出了极为罕见的公开批评。</p><p>高盛集团总裁John Waldron在对养老基金经理的发言中直言不讳地说，美联储的独立性近年来已经毁了，在市场上也丧失了公信力。</p><p>他在央行周三会议前几个小时表示，过去几年发生的事情令“美联储的独立性受到质疑”。他对美联储作为“独立货币政策引擎做自己认为正确的事、而不是搞权宜之计”的能力表示怀疑。</p><p>Waldron表示，真正重要的是削减过去两年翻逾一番达到近9万亿美元的资产负债表的能力和意愿。</p><p>“我不完全相信美联储有这样做的意愿，” 他说，债券交易员也和他看法一致，“我不确定他们也相信美联储有这样的意愿。”</p><p><img src=\"https://static.tigerbbs.com/b29505c9699a20eb1e60ed8f6312ca84\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市</b></p><p>摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。</p><p>Sheets进一步强化了预期，认为经通胀调整的收益率将从严重负值水平回到疫情前的常态，可能给对利率敏感的增长股带来新的冲击，而这些股票驱动着美国的超大盘指数。</p><p>“我们偏好在美国股市持有防御性头寸，认为美股对实际利率走高最为敏感，表现会落后于世界其余地区的股票，”Sheets在接受采访时表示。</p><p>周三，美联储主席鲍威尔暗示，为了遏制40年来最为火热的通胀，3月份将会加息，同时提出了每次会议都加息的可能性，随后实际收益率升至18个月以来的最高水平。</p><p>Sheets预计，到今年年底，经通胀调整的利率将进一步上升40个基点，至-0.1%。短短两周前，他的预测为-0.3%。</p><p><img src=\"https://static.tigerbbs.com/73808427b203dd0ee9cd2bce42220af5\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p><b>美国天然气价格周四飙升46.5% 创史上最大单日涨幅</b></p><p>美国天然气价格周四收盘飙升46%，创史上最大单日涨幅，令市场感到震惊。美国原油期货价格录得3个交易日来的首次下跌。</p><p>根据道琼斯市场数据，纽约商品交易所2月份交割的天然气价格上涨1.99美元，涨幅达46.5%，收于每百万英热单位6.265美元，创10月以来最高收盘价，同时创下有记录以来的天然气最大单日百分比涨幅。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）周四报告称，美国上周天然气库存锐减2190亿立方英尺，使库存总量比去年水平低10%以上。</p><p>与此同时，美国WTI原油期货价格录得3个交易日来的首次下跌。</p><p>交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。</p><p>纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格下跌74美分，跌幅近0.9%，收于每桶86.61美元。</p><p><img src=\"https://static.tigerbbs.com/6fd7db3927037d25efe55f27ef4f26e4\" tg-width=\"720\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p><b>谷歌云部门组建新团队 围绕区块链打造业务</b></p><p>据报道，在经历了零售、医疗和其他行业的增长之后，谷歌的云部门又成立了一个新团队，围绕区块链应用打造业务。</p><p>分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。</p><p>谷歌云部门数字资产战略主管理查德·威德曼（Richard Widmann）今日称，该部门计划招聘一批拥有区块链专业知识的员工。他说：“我们认为，如果做得好，就会推动去中心化。”</p><p>谷歌的云市场已经提供了一些工具，允许开发人员用来构建区块链网络。而且，谷歌也拥有了一些区块链客户，包括Dapper Labs、Hedera、Theta Labs，以及一些数字交易所。此外，谷歌还提供了数据集，人们可以使用BigQuery服务进行浏览，以查看比特币和其他货币的交易历史。</p></body></html>","source":"sina_symbol","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：摩根士丹利预计美股还有更大跌势</title>\n<style 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}\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外媒头条：摩根士丹利预计美股还有更大跌势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml><strong>市场资讯</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、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振3、高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”4、摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅6、谷歌云部门组建新团队 围绕区块链打造业务美联储启动数十年来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6eb6b552760121eda0b249c25c3369fd","relate_stocks":{"BK4504":"桥水持仓",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓",".DJI":"道琼斯"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206841279","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、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振3、高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”4、摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅6、谷歌云部门组建新团队 围绕区块链打造业务美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周，英国央行等多家央行都可能上调基准利率，更多央行暗示未来几个月也将跟进。这次鲍威尔的讲话向投资者发出了重大警告，那就是央行要动真格撤走支持性政策了。即使股市大跌，债券收益率上升，对加息将削弱经济增长力道的担忧日益升温，但这位美联储主席眼都没眨一下。“这轮紧缩周期会不一样，”TS Lombard经济学家Dario Perkins表示。“当局这次可能希望用快得多的速度加息。”Perkins表示，上一轮全球周期是在2008年金融危机前夕，但这轮周期正值经济满负荷运转，通胀率远高于目标，因此可能铺垫出1990年代以来最快的全球加息周期。Perkins表示，金融市场应该准备好迎接剧烈波动。“通胀远高于目标，经济已经接近充分就业，资产估值看起来过高，”他说道。“除非均衡利率已经崩溃--这似乎不太可能发生，否则当局可能需要比投资者预期更强有力地收紧政策。这给金融部门带来了显而易见的风险。”美国去年第四季度经济增长加快 受到库存重建和消费支出提振美国去年最后三个月的经济增长加速，受到了库存重建和消费者支出增加的推动。美国商务部周四发布的初步估计数字显示，去年第四季度国内生产总值折合年率增长6.9%，高于第三季度2.3%的增幅。美联储官员密切关注的通胀指标--不包括食品和能源的个人消费支出价格指数，折合年率增长4.9%。接受媒体调查的经济学家的预测中值是去年第四季度GDP增长5.5%。高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”就在美联储为遏制近40年来最热通胀而加大承诺力度之前，一位美国金融业高管对它做出了极为罕见的公开批评。高盛集团总裁John Waldron在对养老基金经理的发言中直言不讳地说，美联储的独立性近年来已经毁了，在市场上也丧失了公信力。他在央行周三会议前几个小时表示，过去几年发生的事情令“美联储的独立性受到质疑”。他对美联储作为“独立货币政策引擎做自己认为正确的事、而不是搞权宜之计”的能力表示怀疑。Waldron表示，真正重要的是削减过去两年翻逾一番达到近9万亿美元的资产负债表的能力和意愿。“我不完全相信美联储有这样做的意愿，” 他说，债券交易员也和他看法一致，“我不确定他们也相信美联储有这样的意愿。”摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。Sheets进一步强化了预期，认为经通胀调整的收益率将从严重负值水平回到疫情前的常态，可能给对利率敏感的增长股带来新的冲击，而这些股票驱动着美国的超大盘指数。“我们偏好在美国股市持有防御性头寸，认为美股对实际利率走高最为敏感，表现会落后于世界其余地区的股票，”Sheets在接受采访时表示。周三，美联储主席鲍威尔暗示，为了遏制40年来最为火热的通胀，3月份将会加息，同时提出了每次会议都加息的可能性，随后实际收益率升至18个月以来的最高水平。Sheets预计，到今年年底，经通胀调整的利率将进一步上升40个基点，至-0.1%。短短两周前，他的预测为-0.3%。美国天然气价格周四飙升46.5% 创史上最大单日涨幅美国天然气价格周四收盘飙升46%，创史上最大单日涨幅，令市场感到震惊。美国原油期货价格录得3个交易日来的首次下跌。根据道琼斯市场数据，纽约商品交易所2月份交割的天然气价格上涨1.99美元，涨幅达46.5%，收于每百万英热单位6.265美元，创10月以来最高收盘价，同时创下有记录以来的天然气最大单日百分比涨幅。美国能源信息署（EIA）周四报告称，美国上周天然气库存锐减2190亿立方英尺，使库存总量比去年水平低10%以上。与此同时，美国WTI原油期货价格录得3个交易日来的首次下跌。交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格下跌74美分，跌幅近0.9%，收于每桶86.61美元。谷歌云部门组建新团队 围绕区块链打造业务据报道，在经历了零售、医疗和其他行业的增长之后，谷歌的云部门又成立了一个新团队，围绕区块链应用打造业务。分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。谷歌云部门数字资产战略主管理查德·威德曼（Richard Widmann）今日称，该部门计划招聘一批拥有区块链专业知识的员工。他说：“我们认为，如果做得好，就会推动去中心化。”谷歌的云市场已经提供了一些工具，允许开发人员用来构建区块链网络。而且，谷歌也拥有了一些区块链客户，包括Dapper Labs、Hedera、Theta Labs，以及一些数字交易所。此外，谷歌还提供了数据集，人们可以使用BigQuery服务进行浏览，以查看比特币和其他货币的交易历史。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177995806,"gmtCreate":1627174320305,"gmtModify":1627174320305,"author":{"id":"3510252822600568","authorId":"3510252822600568","name":"wsm","avatar":"https://static.tigerbbs.com/2b724316bb4d142fc48c89808f648d81","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510252822600568","idStr":"3510252822600568"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>，最近国家这一系列操作，有没有像我让你看不到，你就不会焦虑了。房价焦虑是吧？就设置指导价，满足指导价的要求，才能上报交易，虚高的价格，你看不到就不会焦虑了。教育焦虑是吧？我就取缔校外培训，让你看不到，你就不会焦虑了。","listText":"<a 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