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明月夜几多愁
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明月夜几多愁
2022-06-08
噗,意思是我按摩店蹭你热度?您配钥匙吗?配几把?
AMD称与蔚来达成合作,蔚来辟谣:没有的事
明月夜几多愁
2021-12-24
这💋📄🐟,我王多鱼投了!
微信:开展专项行动,打击流量造假、黑公关、网络水军
明月夜几多愁
2021-12-01
阿鲍,收手吧
美联储真的“转鹰”了吗?市场或许恐慌过头了
明月夜几多愁
2021-11-25
强者恒强,拿好筹码不要被震下车。
$AMD(AMD)$
$英伟达(NVDA)$
$台积电(TSM)$
明月夜几多愁
2021-11-19
$Rocket Lab USA, Inc.(RKLB)$
今天小盘股集体趴窝,各位莫慌,这支梦幻股需要很长时间才会爆发,拿不住没信心可以选择离场。
明月夜几多愁
2021-10-19
感恩我的国
抱歉,原内容已删除
明月夜几多愁
2021-10-14
$台积电(TSM)$
你可以永远相信台积电!
明月夜几多愁
2021-10-11
爱国干饭吴某人又要赢麻了[财迷] [财迷] [财迷]
抱歉,原内容已删除
明月夜几多愁
2021-10-09
$通用汽车(GM)$
狗剩反买 别墅靠海系列
明月夜几多愁
2021-09-09
$腾讯控股(00700)$
你想抄腾讯的底,腾讯想抄你的家
明月夜几多愁
2021-08-28
$阿里巴巴(BABA)$
割了吧 阿里的逻辑已变,哪怕是腾讯都比他好
明月夜几多愁
2021-08-21
$Joby Aviation, Inc.(JOBY)$
涨这么多?有什么新信息吗?
明月夜几多愁
2021-08-17
$富途控股(FUTU)$
破位了 跑把
明月夜几多愁
2021-07-29
$叮咚(DDL)$
这卖菜的值61亿?搞笑吧
明月夜几多愁
2021-07-29
$AMD(AMD)$
待会儿鲍爷讲话,看来AMD100又上不去了。
明月夜几多愁
2021-07-27
$阿里巴巴(BABA)$
逻辑已变,割肉走人。种种迹象表明越来越多去资向社了,为了新出生人口和未来养老金以及老龄化,方方面面打击zb。连银行都为实体让利,对自己人都下手这么狠,不要心存侥幸,变天了,再不收衣服就晚了。更重要的是外资恐惧这种不确定的环境,需要很长时间才能恢复信心,外资在中概需要卖很久才卖的完。
明月夜几多愁
2021-07-15
你是来打广告的吗女股神…
抱歉,原内容已删除
明月夜几多愁
2021-06-29
$AMD(AMD)$
9090冲冲冲
明月夜几多愁
2021-06-26
$每日优鲜(MF)$
楼塌了楼塌了 快跑呀
明月夜几多愁
2021-06-26
$每日优鲜(MF)$
这卖菜的腰个斩再对个折不过分吧?
去老虎APP查看更多动态
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19:06","market":"us","language":"zh","title":"AMD称与蔚来达成合作,蔚来辟谣:没有的事","url":"https://stock-news.laohu8.com/highlight/detail?id=1129383638","media":"新浪科技","summary":"AMD中国发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。","content":"<html><head></head><body><p>6月8日晚间消息,<a href=\"https://laohu8.com/S/AMD\">AMD</a>中国6月6日发文称旗下EPYC系列处理器赋能<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车HPC平台。今日,蔚来企业传播高级总监马麟转发该<a href=\"https://laohu8.com/S/WB\">微博</a>并称与AMD没有合作,请AMD删除该微博。</p><p><b>以下为原文内容:</b></p><p>蔚来与AMD没有合作,目前也没有讨论开展合作,更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉,AMD仅删除了官网的消息,微博的营销活动仍然存在。请AMD删除该微博。</p><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/555f5986682cdf3c0e0a99378b18455a\" tg-height=\"620\" tg-width=\"630\"/></p></body></html>","source":"sina_tech","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\" 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href=\"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml\"><strong>新浪科技</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>6月8日晚间消息,AMD中国6月6日发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。今日,蔚来企业传播高级总监马麟转发该微博并称与AMD没有合作,请AMD删除该微博。以下为原文内容:蔚来与AMD没有合作,目前也没有讨论开展合作,更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉,AMD仅删除了官网的消息,微博的营销活动仍然存在。请AMD删除该微博。</p>\n<a href=\"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"AMD":"美国超微公司","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/2022-06-08/doc-imizirau7257803.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129383638","content_text":"6月8日晚间消息,AMD中国6月6日发文称旗下EPYC系列处理器赋能蔚来汽车HPC平台。今日,蔚来企业传播高级总监马麟转发该微博并称与AMD没有合作,请AMD删除该微博。以下为原文内容:蔚来与AMD没有合作,目前也没有讨论开展合作,更没有授权AMD开展此传播。AMD此举非常令人遗憾。经过交涉,AMD仅删除了官网的消息,微博的营销活动仍然存在。请AMD删除该微博。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698199146,"gmtCreate":1640313692516,"gmtModify":1640313692516,"author":{"id":"3526869415128720","authorId":"3526869415128720","name":"明月夜几多愁","avatar":"https://static.tigerbbs.com/fedaa7070c68c0fa7cbcdf3f788fce04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526869415128720","authorIdStr":"3526869415128720"},"themes":[],"htmlText":"这💋📄🐟,我王多鱼投了!","listText":"这💋📄🐟,我王多鱼投了!","text":"这💋📄🐟,我王多鱼投了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698199146","repostId":"1156013915","repostType":2,"repost":{"id":"1156013915","kind":"news","pubTimestamp":1640313398,"share":"https://www.laohu8.com/m/news/1156013915?lang=&edition=full","pubTime":"2021-12-24 10:36","market":"hk","language":"zh","title":"微信:开展专项行动,打击流量造假、黑公关、网络水军","url":"https://stock-news.laohu8.com/highlight/detail?id=1156013915","media":"新浪科技","summary":"将针对流量造假、网络黑公关、网络水军信息三方面进行重点治理。","content":"<html><body><p>今日,微信安全中心订阅号发布消息称,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动。消息指出,此举将针对流量造假、网络黑公关、网络水军信息三方面进行重点治理。</p>\n<p>消息内容如下:</p>\n<p>为落实国家网信办关于“清朗·打击流量造假、黑公关、网络水军”专项行动的部署和要求,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动,将针对以下三方面内容进行重点治理:</p>\n<p>1、 从严治理流量造假问题,将聚焦视频直播场景,严格管控帐号使用刷量外挂、恶意引流的行为,重点整治组织水军帐号进行刷量增粉、炒作热度等问题。</p>\n<p>2、 持续整治网络黑公关乱象,将重点打击以发布负面信息为由进行敲诈勒索、蹭炒社会热点进行恶意营销、发布编造的虚假和误导性信息等行为。</p>\n<p>3、进一步清理涉网络水军信息、帐号。将重点清理推广引流或招募水军的信息,并加大力度打击批量注册、发布同质信息以博取流量关注的网络水军帐号。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c3d0633947dc851dfa4babeb5a4d6604\" tg-height=\"348\" tg-width=\"550\"/></p></body></html>","source":"lsy1635144614083","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>微信:开展专项行动,打击流量造假、黑公关、网络水军</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微信:开展专项行动,打击流量造假、黑公关、网络水军\n</h2>\n<h4 class=\"meta\">\n\n\n2021-12-24 10:36 北京时间 <a href=\"https://finance.sina.com.cn/tech/2021-12-24/doc-ikyamrmz0895802.shtml\"><strong>新浪科技</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>今日,微信安全中心订阅号发布消息称,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动。消息指出,此举将针对流量造假、网络黑公关、网络水军信息三方面进行重点治理。\n消息内容如下:\n为落实国家网信办关于“清朗·打击流量造假、黑公关、网络水军”专项行动的部署和要求,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动,将针对以下三方面内容...</p>\n<a href=\"https://finance.sina.com.cn/tech/2021-12-24/doc-ikyamrmz0895802.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69f7aa2b853cc37700dbcf73cd9c7f2d","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://finance.sina.com.cn/tech/2021-12-24/doc-ikyamrmz0895802.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156013915","content_text":"今日,微信安全中心订阅号发布消息称,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动。消息指出,此举将针对流量造假、网络黑公关、网络水军信息三方面进行重点治理。\n消息内容如下:\n为落实国家网信办关于“清朗·打击流量造假、黑公关、网络水军”专项行动的部署和要求,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动,将针对以下三方面内容进行重点治理:\n1、 从严治理流量造假问题,将聚焦视频直播场景,严格管控帐号使用刷量外挂、恶意引流的行为,重点整治组织水军帐号进行刷量增粉、炒作热度等问题。\n2、 持续整治网络黑公关乱象,将重点打击以发布负面信息为由进行敲诈勒索、蹭炒社会热点进行恶意营销、发布编造的虚假和误导性信息等行为。\n3、进一步清理涉网络水军信息、帐号。将重点清理推广引流或招募水军的信息,并加大力度打击批量注册、发布同质信息以博取流量关注的网络水军帐号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609749971,"gmtCreate":1638331385325,"gmtModify":1638331385325,"author":{"id":"3526869415128720","authorId":"3526869415128720","name":"明月夜几多愁","avatar":"https://static.tigerbbs.com/fedaa7070c68c0fa7cbcdf3f788fce04","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526869415128720","authorIdStr":"3526869415128720"},"themes":[],"htmlText":"阿鲍,收手吧","listText":"阿鲍,收手吧","text":"阿鲍,收手吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609749971","repostId":"1187126194","repostType":2,"repost":{"id":"1187126194","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1638325746,"share":"https://www.laohu8.com/m/news/1187126194?lang=&edition=full","pubTime":"2021-12-01 10:29","market":"us","language":"zh","title":"美联储真的“转鹰”了吗?市场或许恐慌过头了","url":"https://stock-news.laohu8.com/highlight/detail?id=1187126194","media":"华尔街见闻","summary":"鲍威尔的表态,或是在给自己争取政策喘息的空间。","content":"<html><body><blockquote>\n 鲍威尔的表态,或是在给自己争取政策喘息的空间。接下来的两件大事才会对Taper进程有明确影响:本周五发布的美国就业报告与11月美国CPI数据。\n</blockquote>\n<p>在获得美联储主席连任提名一周后,鲍威尔似乎变得令人陌生,但也有分析指出,市场的反应过头了。</p>\n<p>在11月30日出席美国国会参议院银行委员会的季度听证会时,鲍威尔做出了出人意料的鹰派表态,认为是时候放弃通胀“暂时”这个词了,可能加速完成taper。这表明,加息的到来或比市场预期的更早。</p>\n<p>受“新鹰派”鲍威尔与“新变异病毒”Omicron的双重夹击,市场被吓崩了,避险情绪升温:欧美股市齐跌、Moderna跌超4%、原油创20个月最大月跌幅;2年期美债收益率盘中转升、30年期美债收益率跌至今年以来的最低水平,基准10年期欧洲国债周二价格重启涨势。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b7fd06a08e3e65d550c976547dc86e5b\" tg-height=\"622\" tg-width=\"1060\"/></p>\n<p>众多分析师对鲍威尔这一表态也感到出乎意料。</p>\n<p>Evercore ISI 全球政策和央行战略主管 Krishna Guha 在周一表示:</p>\n<blockquote>\n “这是美联储非常突然的转变,这加剧一种感觉,美联储改变其利率政策的步伐将比以往快得多。”\n</blockquote>\n<p>通胀已成为更大的担忧</p>\n<p>自大流行开始以来,鲍威尔就表示,与价格稳定问题相比,美联储更关心的是其双重使命的充分就业问题。然而,周二鲍威尔表示,<b>通胀已成为更大的担忧。</b></p>\n<p>听证会上鲍威尔认为,<b>是时候取消他和许多其他官员长期以来用来描述不断上升的通胀的“暂时性”一词</b>,他表示:</p>\n<blockquote>\n “现在是时候放弃关于通胀‘暂时性’这个词了。”\n</blockquote>\n<p>听证会的问答环节,他还表示,<b>通胀进一步上升的风险增加,通胀持续高企的威胁也在增加,物价上涨与新冠疫情造成的供应链中断有关</b>:</p>\n<blockquote>\n “我们此前在通胀问题上忽视了供给侧问题的严重性。”\n</blockquote>\n<p>在美国CPI、PCE双双刷新30余年新高的背景下,数月以来,一些策略师一直在猜测,如果鲍威尔被选中再连任四年,他将不会那么拘谨。相反,他可能会立即对比央行官员预测的更热、更持久的通胀采取更强硬的态度。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8171272ab489f71806c09c9d95461f71\" tg-height=\"634\" tg-width=\"1155\"/></p>\n<p>市场反应过头了?</p>\n<p>华尔街见闻提及,若美联储开始加息步伐加快,<b>参考2017年底开始的上一轮美国经济复苏过程,美联储加息导致远期利率预估和融资成本上升,在利率冲击下资产价格踩踏式暴跌的风险值得投资者注意。</b></p>\n<p><b>不过,也有分析师认为,昨日市场的反应似乎显得有些过头。</b></p>\n<p>据巴伦周刊,若从联邦基金期货角度上看,在 Omicron 的担忧上周五冲击市场之前,市场实际上已经消化了2022年6月的加息预期。周五,由于变异病毒来袭,预期被推倒,升息预期推迟到了9月,因为市场认为新的病毒将阻碍复苏并给美联储带来新的压力。<b>周二,在鲍威尔讲话后,联邦基金期货显示加息预期重新回到了明年6月,也才不过是已恢复到 Omicron 来袭之前的水平。</b></p>\n<p>因此,Cornerstone Macro 全球政策主管 Roberto Perli 就表示:</p>\n<blockquote>\n “我不会(将这)解释为货币政策的重大转变,我认为市场对他的话解读的太多了,即使在今天之后,市场也没有预期在6月之前加息。”\n</blockquote>\n<p>进一步,Perli 认为周二并不一定代表着美联储政策的转折点。他认为,在通胀已经成为美国上至华尔街,下至大街小巷普通百姓的普遍担忧后,<b>如今鲍威尔选择放弃通胀“暂时性”这一做法,不仅有道理,而且是一项明智且无成本的政治举措:</b></p>\n<blockquote>\n “鲍威尔今天的听众是一群政客。”\n</blockquote>\n<p>Fundstrat Global Advisors 的研究主管 Tom Lee 也表达了对后市相对乐观的看法。他认为:</p>\n<blockquote>\n “鲍威尔的言论让通胀风险降温。我认为,如果通胀在2022年不再是一个问题,那(鲍威尔的表态)对市场来说实际是件好事。”\n</blockquote>\n<p>此外,市场上有分析师认为,<b>鲍威尔此举很有可能另有深意,目的是给自己争取到政策喘息的空间</b></p>\n<p>鲍威尔一方面表示,官员们将在12月14日至15日的会议上讨论加快缩减的问题。另一方面又称,专家们告诉美联储,了解奥密克戎大约需要一个月的时间。<b>Perli 认为,鲍威尔这番表态可能是为了争取更多时间。对于上述表态的一种解读方法是,在12月中旬的会议上加速削减债券购买,还为时过早。</b></p>\n<p>智堡Wisburg认为,今天鲍威尔轻描淡写的两句话或有其他微妙用意——在通胀问题上认怂并不意味着联储将就此大步流星地迈向政策紧缩,反而更有可能是通过压缩Taper周期的举动来表达自身对通胀风险的视角产生了实质性转变,<b>在“货币政策无力应对供给问题”的前提之下,鲍威尔此举很有可能给自己争取到了政策喘息的空间。</b></p>\n<p>据巴伦周刊,接下来的两件大事才会对Taper进程和结果有明确影响:</p>\n<p><b>1. 将于本周五发布的美国就业报告。</b></p>\n<p>考虑到鲍威尔此前表示过,美联储更关心的是其双重使命的充分就业问题,劳动力参与率是否上升以及工资通胀是否放缓将切实影响Taper的进程。</p>\n<p><b>2. 11月美国CPI数据。</b></p>\n<p>若11月CPI数据再次大幅上升,则会使得美联储内部提前完成Taper的呼声加剧。</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>美联储真的“转鹰”了吗?市场或许恐慌过头了</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美联储真的“转鹰”了吗?市场或许恐慌过头了\n</h2>\n<h4 class=\"meta\">\n\n2021-12-01 10:29 北京时间 <strong>华尔街见闻</strong>\n</h4>\n</header>\n<article>\n<div>\n<p>鲍威尔的表态,或是在给自己争取政策喘息的空间。接下来的两件大事才会对Taper进程有明确影响:本周五发布的美国就业报告与11月美国CPI数据。\n\n在获得美联储主席连任提名一周后,鲍威尔似乎变得令人陌生,但也有分析指出,市场的反应过头了。\n在11月30日出席美国国会参议院银行委员会的季度听证会时,鲍威尔做出了出人意料的鹰派表态,认为是时候放弃通胀“暂时”这个词了,可能加速完成taper。这表明,加息...</p>\n<a href=\"None\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b37cbfdbd9fac06fc4ae2f84ad058a92","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187126194","content_text":"鲍威尔的表态,或是在给自己争取政策喘息的空间。接下来的两件大事才会对Taper进程有明确影响:本周五发布的美国就业报告与11月美国CPI数据。\n\n在获得美联储主席连任提名一周后,鲍威尔似乎变得令人陌生,但也有分析指出,市场的反应过头了。\n在11月30日出席美国国会参议院银行委员会的季度听证会时,鲍威尔做出了出人意料的鹰派表态,认为是时候放弃通胀“暂时”这个词了,可能加速完成taper。这表明,加息的到来或比市场预期的更早。\n受“新鹰派”鲍威尔与“新变异病毒”Omicron的双重夹击,市场被吓崩了,避险情绪升温:欧美股市齐跌、Moderna跌超4%、原油创20个月最大月跌幅;2年期美债收益率盘中转升、30年期美债收益率跌至今年以来的最低水平,基准10年期欧洲国债周二价格重启涨势。\n\n众多分析师对鲍威尔这一表态也感到出乎意料。\nEvercore ISI 全球政策和央行战略主管 Krishna Guha 在周一表示:\n\n “这是美联储非常突然的转变,这加剧一种感觉,美联储改变其利率政策的步伐将比以往快得多。”\n\n通胀已成为更大的担忧\n自大流行开始以来,鲍威尔就表示,与价格稳定问题相比,美联储更关心的是其双重使命的充分就业问题。然而,周二鲍威尔表示,通胀已成为更大的担忧。\n听证会上鲍威尔认为,是时候取消他和许多其他官员长期以来用来描述不断上升的通胀的“暂时性”一词,他表示:\n\n “现在是时候放弃关于通胀‘暂时性’这个词了。”\n\n听证会的问答环节,他还表示,通胀进一步上升的风险增加,通胀持续高企的威胁也在增加,物价上涨与新冠疫情造成的供应链中断有关:\n\n “我们此前在通胀问题上忽视了供给侧问题的严重性。”\n\n在美国CPI、PCE双双刷新30余年新高的背景下,数月以来,一些策略师一直在猜测,如果鲍威尔被选中再连任四年,他将不会那么拘谨。相反,他可能会立即对比央行官员预测的更热、更持久的通胀采取更强硬的态度。\n\n市场反应过头了?\n华尔街见闻提及,若美联储开始加息步伐加快,参考2017年底开始的上一轮美国经济复苏过程,美联储加息导致远期利率预估和融资成本上升,在利率冲击下资产价格踩踏式暴跌的风险值得投资者注意。\n不过,也有分析师认为,昨日市场的反应似乎显得有些过头。\n据巴伦周刊,若从联邦基金期货角度上看,在 Omicron 的担忧上周五冲击市场之前,市场实际上已经消化了2022年6月的加息预期。周五,由于变异病毒来袭,预期被推倒,升息预期推迟到了9月,因为市场认为新的病毒将阻碍复苏并给美联储带来新的压力。周二,在鲍威尔讲话后,联邦基金期货显示加息预期重新回到了明年6月,也才不过是已恢复到 Omicron 来袭之前的水平。\n因此,Cornerstone Macro 全球政策主管 Roberto Perli 就表示:\n\n “我不会(将这)解释为货币政策的重大转变,我认为市场对他的话解读的太多了,即使在今天之后,市场也没有预期在6月之前加息。”\n\n进一步,Perli 认为周二并不一定代表着美联储政策的转折点。他认为,在通胀已经成为美国上至华尔街,下至大街小巷普通百姓的普遍担忧后,如今鲍威尔选择放弃通胀“暂时性”这一做法,不仅有道理,而且是一项明智且无成本的政治举措:\n\n “鲍威尔今天的听众是一群政客。”\n\nFundstrat Global Advisors 的研究主管 Tom Lee 也表达了对后市相对乐观的看法。他认为:\n\n “鲍威尔的言论让通胀风险降温。我认为,如果通胀在2022年不再是一个问题,那(鲍威尔的表态)对市场来说实际是件好事。”\n\n此外,市场上有分析师认为,鲍威尔此举很有可能另有深意,目的是给自己争取到政策喘息的空间\n鲍威尔一方面表示,官员们将在12月14日至15日的会议上讨论加快缩减的问题。另一方面又称,专家们告诉美联储,了解奥密克戎大约需要一个月的时间。Perli 认为,鲍威尔这番表态可能是为了争取更多时间。对于上述表态的一种解读方法是,在12月中旬的会议上加速削减债券购买,还为时过早。\n智堡Wisburg认为,今天鲍威尔轻描淡写的两句话或有其他微妙用意——在通胀问题上认怂并不意味着联储将就此大步流星地迈向政策紧缩,反而更有可能是通过压缩Taper周期的举动来表达自身对通胀风险的视角产生了实质性转变,在“货币政策无力应对供给问题”的前提之下,鲍威尔此举很有可能给自己争取到了政策喘息的空间。\n据巴伦周刊,接下来的两件大事才会对Taper进程和结果有明确影响:\n1. 将于本周五发布的美国就业报告。\n考虑到鲍威尔此前表示过,美联储更关心的是其双重使命的充分就业问题,劳动力参与率是否上升以及工资通胀是否放缓将切实影响Taper的进程。\n2. 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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微信:开展专项行动,打击流量造假、黑公关、网络水军\n</h2>\n<h4 class=\"meta\">\n\n\n2021-12-24 10:36 北京时间 <a href=\"https://finance.sina.com.cn/tech/2021-12-24/doc-ikyamrmz0895802.shtml\"><strong>新浪科技</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>今日,微信安全中心订阅号发布消息称,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动。消息指出,此举将针对流量造假、网络黑公关、网络水军信息三方面进行重点治理。\n消息内容如下:\n为落实国家网信办关于“清朗·打击流量造假、黑公关、网络水军”专项行动的部署和要求,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动,将针对以下三方面内容...</p>\n<a href=\"https://finance.sina.com.cn/tech/2021-12-24/doc-ikyamrmz0895802.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69f7aa2b853cc37700dbcf73cd9c7f2d","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://finance.sina.com.cn/tech/2021-12-24/doc-ikyamrmz0895802.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156013915","content_text":"今日,微信安全中心订阅号发布消息称,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动。消息指出,此举将针对流量造假、网络黑公关、网络水军信息三方面进行重点治理。\n消息内容如下:\n为落实国家网信办关于“清朗·打击流量造假、黑公关、网络水军”专项行动的部署和要求,微信平台从即日起将开展为期2个月的“清朗·打击流量造假、黑公关、网络水军”专项行动,将针对以下三方面内容进行重点治理:\n1、 从严治理流量造假问题,将聚焦视频直播场景,严格管控帐号使用刷量外挂、恶意引流的行为,重点整治组织水军帐号进行刷量增粉、炒作热度等问题。\n2、 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