明月夜几多愁的个人主页 - 老虎社区

明月夜几多愁

明月夜几多愁

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IP属地：湖南

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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; 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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、 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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