keymark99的个人主页 - 老虎社区

keymark99

keymark99

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IP属地：天津

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2021-03-25

如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律

风口浪尖上的耐克，屋漏偏逢连夜雨？

2021-07-07

$维他奶国际(00345)$粉红们还在吗？

2019-11-27

$拼多多(PDD)$ 拼多多疯狂亏损，可是背后金主对他的补贴依旧持续加大，并且没有收手的意思，这还用多说吗，底气十足

2021-09-08

历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘

美国多个指标报警！

2021-09-04

峰哥应该找稳健医疗索要代言费

2020-04-06

$道琼斯(.DJI)$ a股不开盘，世界和平了

2020-03-31

最后还是美元称霸，看着吧

抱歉，原内容已删除

2020-03-25

$A50指数主连(CNmain)$ 现在行情，别买涨也别买跌，空手就完了

2019-12-06

$拼多多(PDD)$ 趁这次大涨觉得实力不济压不住这支股票的赶紧平仓吧，拼多多太妖了

2023-03-20

$第一共和银行(FRC)$ 如果行业里的头部公司业绩下降，那么其他的公司肯定也难逃厄运，这是股票投资最基础的知识，目前银行板块正在经历这些

2021-08-13

$上证指数(000001.SH)$明天情人节，今天股市绿了，什么剧本不用多说了吧

去老虎APP查看更多动态

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a股不开盘，世界和平了","images":[{"img":"https://static.tigerbbs.com/1d966d627ed848110190be7ecf01888f","width":"4608","height":"3456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/921347652","isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":923055213,"gmtCreate":1585663915532,"gmtModify":1704358593678,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"最后还是美元称霸，看着吧","listText":"最后还是美元称霸，看着吧","text":"最后还是美元称霸，看着吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923055213","repostId":"1136233630","repostType":4,"isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920436500,"gmtCreate":1585098370500,"gmtModify":1704356901084,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535540495038919","idStr":"3535540495038919"},"themes":[],"htmlText":"<a 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拼多多疯狂亏损，可是背后金主对他的补贴依旧持续加大，并且没有收手的意思，这还用多说吗，底气十足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/937892506","isVote":1,"tweetType":1,"viewCount":3727,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533084678796733","authorId":"3533084678796733","name":"給你壹个韭菜包","avatar":"https://static.tigerbbs.com/7f738c869c9e22180516f2e2b4baffd5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3533084678796733","idStr":"3533084678796733"},"content":"我在看拼多多的小小包麻麻的直播、首次直播、选款的价格有点偏中上、所以我感觉拼多多确实打算发力上游的中高消费群体、可能培养一群大主播是拼多多的一个选择。","text":"我在看拼多多的小小包麻麻的直播、首次直播、选款的价格有点偏中上、所以我感觉拼多多确实打算发力上游的中高消费群体、可能培养一群大主播是拼多多的一个选择。","html":"我在看拼多多的小小包麻麻的直播、首次直播、选款的价格有点偏中上、所以我感觉拼多多确实打算发力上游的中高消费群体、可能培养一群大主播是拼多多的一个选择。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":358107009,"gmtCreate":1616670023101,"gmtModify":1616670023101,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律","listText":"如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律","text":"如果跌下去，慢慢加仓即可，如果真的销量下滑，nike可以通过打折的方式冲业绩，一但打折，中国群众就会跟丧尸一样围住直营店，抢光所有的鞋，这是历史规律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/358107009","repostId":"1127735698","repostType":4,"repost":{"id":"1127735698","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1616666387,"share":"https://www.laohu8.com/m/news/1127735698?lang=&edition=full","pubTime":"2021-03-25 17:59","market":"us","language":"zh","title":"风口浪尖上的耐克，屋漏偏逢连夜雨？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127735698","media":"英为财情Investing","summary":"耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。","content":"<p>周四，<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%，<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。</p><p>在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。</p><p>“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。</p><p><b>当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。</p><p><b>但关键在于，耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。</p><p><b>尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></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\" 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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风口浪尖上的耐克，屋漏偏逢连夜雨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-03-25 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%，<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。</p><p>在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。</p><p>“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。</p><p><b>当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。</p><p><b>但关键在于，耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。</p><p><b>尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b1d5c7c9d853e94601159db38d7645e","relate_stocks":{"NKE":"耐克"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127735698","content_text":"周四，阿迪达斯在德国法兰克福交易所下跌4.6%，耐克美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。耐克周三登上了热搜，因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说，耐克此时在重要的中国市场陷入品牌危机，无异于雪上加霜。耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示，在截至2月28日的第三财季，耐克的净利润同比增长了71.2%至14.5亿美元，即每股收益90美分，好于预期的每股收益76美分；不过，销售额仅增长不到3%，至103.6亿美元，远远逊于预期的110亿美元。在2020年，耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季，因为“黑五”购物季，其收入增长录得反弹，达到创纪录的112亿美元。耐克三财季的增长放缓，主要是因为受到供应链问题的困扰。这在北美市场最为明显，因为受到疫情影响，北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟，同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响，许多公司表示，预计这些问题将持续到下半年。“在货币中立的基础上，北美收入下降了11%，这主要是由于全球集装箱短缺和美国港口拥堵的影响，导致三财季库存流动延迟了三周以上，影响了批发出货的时间。”耐克称。耐克全球前三大市场增长情况在EMEA（欧洲、中东、非洲），耐克该季度的收入也令人失望，这一定程度上要归因于疫情阴影迟迟未散，当地的许多商店仍然处于关闭的状态。由此看来，耐克在全球市场的复苏并不平衡，仅有中国市场销售势头反弹强劲。截至2月底，耐克大中华区销售额增长了51%至22.8亿美元，超过了预期。大中华区也因此取代了EMEA，成为该季度耐克的第二大市场。当然，耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。公司管理层预计，四财季销售额将比去年同期的63亿美元增长约75%，至110亿美元。但关键在于，耐克过高的估值已经引发了市场的担忧。过去一年，耐克的股价上涨了84.1%，其股价现在是未来12个月预期盈利的36.2倍，仍然远高于五年均值29倍。高估值之下，业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内，许多分析师都上调了财报预期，但结果却意外疲软。尤其是，在这个关键节点，耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机，至少在短期内，这可能成为耐克股票的最大风险。从去年3月份的低点强劲反弹之后，2021年迄今，耐克的涨势便丧失了动能，年内下跌了近6%。耐克股价走势","news_type":1},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530664388807333","authorId":"3530664388807333","name":"PJPJ","avatar":"https://static.tigerbbs.com/bd5c0e40d70523e28338e96725c10b5f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3530664388807333","authorIdStr":"3530664388807333"},"content":"都不知道你是反串还是啥 前脚D&G创始人损失30亿美金身价 这次NIKE肯定会有影响 但影响有限 你后面加的那段挺恶心 自己脑补的吧 据我观察 现在00后没你说的 那么贱","text":"都不知道你是反串还是啥 前脚D&G创始人损失30亿美金身价 这次NIKE肯定会有影响 但影响有限 你后面加的那段挺恶心 自己脑补的吧 据我观察 现在00后没你说的 那么贱","html":"都不知道你是反串还是啥 前脚D&G创始人损失30亿美金身价 这次NIKE肯定会有影响 但影响有限 你后面加的那段挺恶心 自己脑补的吧 据我观察 现在00后没你说的 那么贱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140398470,"gmtCreate":1625627638590,"gmtModify":1625627638590,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00345\">$维他奶国际(00345)$</a>粉红们还在吗？","listText":"<a href=\"https://laohu8.com/S/00345\">$维他奶国际(00345)$</a>粉红们还在吗？","text":"$维他奶国际(00345)$粉红们还在吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/140398470","isVote":1,"tweetType":1,"viewCount":3641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578918464502020","authorId":"3578918464502020","name":"Y_0421","avatar":"https://static.tigerbbs.com/9b12910bd5a579fed098933a9aba1c31","crmLevel":9,"crmLevelSwitch":1,"idStr":"3578918464502020","authorIdStr":"3578918464502020"},"content":"后悔跑早了","text":"后悔跑早了","html":"后悔跑早了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937892506,"gmtCreate":1574859743605,"gmtModify":1704728680150,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拼多多疯狂亏损，可是背后金主对他的补贴依旧持续加大，并且没有收手的意思，这还用多说吗，底气十足","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;拼多多疯狂亏损，可是背后金主对他的补贴依旧持续加大，并且没有收手的意思，这还用多说吗，底气十足","text":"$拼多多(PDD)$ 拼多多疯狂亏损，可是背后金主对他的补贴依旧持续加大，并且没有收手的意思，这还用多说吗，底气十足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/937892506","isVote":1,"tweetType":1,"viewCount":3727,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533084678796733","authorId":"3533084678796733","name":"給你壹个韭菜包","avatar":"https://static.tigerbbs.com/7f738c869c9e22180516f2e2b4baffd5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3533084678796733","authorIdStr":"3533084678796733"},"content":"我在看拼多多的小小包麻麻的直播、首次直播、选款的价格有点偏中上、所以我感觉拼多多确实打算发力上游的中高消费群体、可能培养一群大主播是拼多多的一个选择。","text":"我在看拼多多的小小包麻麻的直播、首次直播、选款的价格有点偏中上、所以我感觉拼多多确实打算发力上游的中高消费群体、可能培养一群大主播是拼多多的一个选择。","html":"我在看拼多多的小小包麻麻的直播、首次直播、选款的价格有点偏中上、所以我感觉拼多多确实打算发力上游的中高消费群体、可能培养一群大主播是拼多多的一个选择。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889347410,"gmtCreate":1631111710630,"gmtModify":1631111710630,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘","listText":"历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘","text":"历史告诉我们，所有人都在说股市崩盘的时候，股市就绝对不会崩盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889347410","repostId":"2165994363","repostType":2,"repost":{"id":"2165994363","pubTimestamp":1631085017,"share":"https://www.laohu8.com/m/news/2165994363?lang=&edition=full","pubTime":"2021-09-08 15:10","market":"hk","language":"zh","title":"美国多个指标报警！","url":"https://stock-news.laohu8.com/highlight/detail?id=2165994363","media":"华尔街见闻","summary":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报","content":"<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。</p>\n<p><b>上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。</b>美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。</p>\n<p>8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。</p>\n<p>据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。</p>\n<p><b>过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f7c5b880f937edae73659acd8fa2e181\" tg-width=\"731\" tg-height=\"455\" referrerpolicy=\"no-referrer\"></p>\n<p>(图片来源：Worldometers)</p>\n<h2>“不确定性和焦虑感又回来了”</h2>\n<p>疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。</p>\n<p><b>从8月份开始，包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。</b></p>\n<p>官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。</p>\n<p>市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。</p>\n<p>与此同时，美国许多学校已经关闭或恢复线上授课。</p>\n<p>华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。</p>\n<p><b>Meier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”</b></p>\n<h2>机构纷纷下调美国经济增长预期</h2>\n<p>经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。</p>\n<p>本周一发布的报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。</p>\n<p>在本周解释为何下调预期时，高盛经济学家提到几大影响因素，<b>预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：</b></p>\n<blockquote>\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n</blockquote>\n<p>本月初，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。</p>\n<p>摩根士丹利当时称，<b>调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。</b></p>\n<h2>美股两连跌，更大的考验在后面</h2>\n<p>周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。</p>\n<p>这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。</p>\n<p>分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。</p>\n<p><b>随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。</b></p>\n<p>本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。<b>除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。</b></p>\n<p>华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。</p>\n<p>美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。</p>\n<p>与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。</p>","source":"wallstreetcn_api","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>美国多个指标报警！</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美国多个指标报警！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3639891><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639891\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF","IAU":"黄金信托ETF(iShares)","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://wallstreetcn.com/articles/3639891","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165994363","content_text":"美国人曾憧憬，这个夏天经济能回归常态，上班族回到办公室，孩子们重返校园，街角的咖啡店再次开业。但一切事与愿违，随着疫情复燃，复苏在8月踩下了急刹车。\n上周五，让人大跌眼镜的非农就业数据带来了最直接的报警信号。美国8月非农就业人口仅增加23.5万人，大幅不及市场预期的73.3万人，低于6月和7月的约100万个，创2021年1月以来最小增幅。\n8月，密歇根大学消费者信心指数也跌至10年来的最低水平，不断蔓延的Delta变种病毒和持续上升的通胀令美国人感到担忧。\n据美国约翰斯·霍普金斯大学发布的数据，截至美国东部时间2021年9月7日下午6点，全美共报告新冠肺炎确诊40238083例，死亡650345例。\n过去一周，美国平均每天新增病例超过 161000 例，新增死亡病例高达 1560 例，平均每天住院人数超过 102000 人，仅比去年冬天的峰值略低。\n\n(图片来源：Worldometers)\n“不确定性和焦虑感又回来了”\n疫情复燃之下，美国办公室和学校推迟开放，旅行和演出计划纷纷取消。\n从8月份开始，包括苹果、亚马逊在内的大小的公司都放弃了重新开放办公室的计划，一些公司甚至将返回日期推迟到2022年。\n官方数据显示，7月中旬，前往夏威夷的游客人数已经恢复至接近疫情前的水平，仅比2019年同期下降了约10%。但从8月开始，速度有所放缓，在8月的最后7天，日均游客抵达数量比2019年下降了34%。\n市场研究公司TOP的数据显示，与7月中旬的疫情高峰相比，8月底的影院客流量下降了一半以上。派拉蒙影业公司推迟了《壮志凌云:特立独行》和《碟中谍7》的上映。\n与此同时，美国许多学校已经关闭或恢复线上授课。\n华尔街日报援引哥伦比亚商学院经济学家Stephan Meier表示，学校重新开学本应是经济的一个重要时刻。大约四分之一的家庭有学龄儿童，可靠的儿童看护可以让许多美国人，尤其是女性重返工作岗位。但目前，Delta变种和缺乏针对12岁以下儿童的疫苗可能会让一些父母不愿离家工作。\nMeier称：“我们去年的不确定性和焦虑感又回来了，这种不确定性足以抑制劳动力供应。”\n机构纷纷下调美国经济增长预期\n经济学家认为，Delta变种病毒不会将美国推回衰退，但失去增长动力可能延长疫情期间失去的数百万就业岗位的复苏，令许多就业市场处于观望状态，并阻碍企业在新的不确定性下投资。\n本周一发布的报告中，高盛将今年的美国GDP预期增速降至5.7%，今年失业率预期从4.1%升至4.2%，这是不到三个月里，高盛第三次下调今年美国GDP预期。\n在本周解释为何下调预期时，高盛经济学家提到几大影响因素，预计由于变种病毒Delta肆虐、政府的财政支持在减弱，加之需求从商品转换到服务，美国消费者可能减少支出，消费形势比之前预期的更严峻：\n\n “未来消费强劲增长的阻碍看来多得多：Delta变异病毒已经在施压三季度增长，财政刺激在减少，服务业复苏放缓，这些都将是中期内的负面因素。”\n\n本月初，摩根士丹利也大幅下调了三季度美国GDP预期，从6.5%猛砍至仅2.9%，四季度GDP预期维持在6.7%。下修三季度GDP预期后，摩根士丹利的美国今年全年GDP增速预期为5.6%，比高盛本周调降后的全年预期增速还低。\n摩根士丹利当时称，调降预期主要由于经济增长的动力已提前释放，政府刺激性支出对经济的推动减少，加之供应链瓶颈持续拖累经济，汽车等大件耐用品的消费者支出由此减少。\n美股两连跌，更大的考验在后面\n周二，道指跌超200点，创8月19日以来收盘新低以及8月18日以来最大收盘跌幅。标普收跌0.34%，报4520.03点，创8月27日以来新低。\n这是上周五远逊预期的非农就业报告公布后，道指、标普连续两日收跌。即使是包括周一在内的三日长周末也没能缓和美股多数板块的跌势，美股和美债价格盘中齐跌，国债收益率上行，基准10年期美债收益率刷新7月中旬以来高位。\n分析指出，Delta变种病毒肆虐之下，市场正在重新评估美国经济增长前景，以及其对企业盈利的影响。\n随着美国财政刺激措施逐渐退场，美国经济复苏将面临进一步的考验。\n本周，超过750万的美国人将失去疫情时期每周300美元的额外失业救济。除了停止疫情补贴外，增税、债务上调等风险因素也给美国经济带来了额外的考验。\n华尔街见闻此前提及，尽管美国国会似乎有可能在今年秋季通过一项基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期的刺激计划经济影响相对有限。\n美国国会可能会投票决定提高对企业和高收入个人的税收，这将抵消支出带来的提振——这是市场面临的另一个短期风险。\n与此同时，美股今秋还可能受到债务上限上调的影响。美国国会需要在本月晚些时候通过提高债务上限以筹集政府资金，以及一项临时开支法案，以避免华盛顿在10月份关闭。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814072435,"gmtCreate":1630734799527,"gmtModify":1630734799527,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"峰哥应该找稳健医疗索要代言费","listText":"峰哥应该找稳健医疗索要代言费","text":"峰哥应该找稳健医疗索要代言费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814072435","isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921347652,"gmtCreate":1586180928276,"gmtModify":1704360253732,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"<a 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a股不开盘，世界和平了","images":[{"img":"https://static.tigerbbs.com/1d966d627ed848110190be7ecf01888f","width":"4608","height":"3456"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/921347652","isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":923055213,"gmtCreate":1585663915532,"gmtModify":1704358593678,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"最后还是美元称霸，看着吧","listText":"最后还是美元称霸，看着吧","text":"最后还是美元称霸，看着吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923055213","repostId":"1136233630","repostType":4,"isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920436500,"gmtCreate":1585098370500,"gmtModify":1704356901084,"author":{"id":"3535540495038919","authorId":"3535540495038919","name":"keymark99","avatar":"https://static.tigerbbs.com/6780434fc2e17e25009f45a00acbf928","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535540495038919","authorIdStr":"3535540495038919"},"themes":[],"htmlText":"<a 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