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依依诺
2021-07-07
故事还在继续,可惜讲故事的人不在了
沉迷瑞幸的年轻人,都在想什么?
依依诺
2021-03-23
$RLX科技(RLX)$
今天会不会涨?😊
依依诺
2021-03-17
$瑞幸咖啡(LKNCY)$
技术性调整🤣
依依诺
2020-06-15
$美国航空(AAL)$
航空股就是刺激,没十个点都不开中盘,这尼玛什么逻辑,都打了鸡血🐔
依依诺
2020-05-20
$UAL 20200522 25.0 CALL(UAL)$
留个纪念吧
依依诺
2020-05-19
$UAL 20200522 25.0 CALL(UAL)$
[笑哭]
依依诺
2020-05-19
$京东(JD)$
财报日不涨,简直无语,这尼玛什么逻辑
依依诺
2020-05-18
$UAL 20200522 25.0 CALL(UAL)$
[笑哭] [捂脸]
依依诺
2020-05-18
$UAL 20200522 25.0 CALL(UAL)$
干得好😊
依依诺
2020-05-18
$跟谁学(GSX)$
底在哪啊[笑哭]
依依诺
2020-05-18
$跟谁学(GSX)$
底在哪?
依依诺
2020-05-17
$联合大陆航空(UAL)$
明天继续你的表演
依依诺
2020-05-15
$京东(JD)$
什么鬼?怪不得要去香港上市,美国人只认瑞幸咖啡?
依依诺
2020-05-15
$京东(JD)$
请开始你的表演
依依诺
2020-05-15
邮轮航空已经到了三月份低点,还想怎么样
鲍威尔坚决反对美联储实施负利率,市场仍不死心,美股大跌或为催化剂
依依诺
2020-05-15
$挪威邮轮(NCLH)$
今晚怎么说?该继续涨了吧😊
依依诺
2020-05-14
$挪威邮轮(NCLH)$
佩服佩服[捂脸]
依依诺
2020-05-14
$挪威邮轮(NCLH)$
牛逼,空就对了
依依诺
2020-05-14
$挪威邮轮(NCLH)$
跌跌不休了吧
依依诺
2020-05-13
$嘉年华邮轮(CCL)$
今天还会跌?
去老虎APP查看更多动态
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src=\"http://k.sinaimg.cn/n/spider202176/166/w760h206/20210706/1ea1-ksmehzs8136511.jpg/w720fin.jpg\"/></div><p><font>咖啡,过去大家也是喝的,或许速溶三合一为主,谈不上爱不爱。特别是年轻人,坐在店里慢慢品咖啡的,远不如喝奶茶、水果茶的人多。市场热度和如今新兴品牌快速崛起、新产品层出不穷,年轻消费群激情买单、热情打卡的环境也可谓大相径庭。那小伙伴们,是怎么就突然爱上咖啡的?</font></p><p><font><font>嫌咖啡烦的年轻人,突然就真香了</font></font></p><p><font>不爱,并不是当年的咖啡不好喝。除价格与时间成本,咖啡的“高高在上”,或许也是原因之一。</font></p><p><font>在咖啡圈,鄙视链一直有。喝精品的看不上商业咖啡,喝冷萃的看不上意式浓缩,大家一起鄙视速溶……从原产地、豆种、预处理方式,到烘焙度、冲煮方式,每一个可能影响咖啡风味的因素,几乎都挂上了这条鄙视链。为了不被鄙视,网上至今仍有不少教程,内容包括但不限于:怎样假装自己懂咖啡?怎样假装自己常喝咖啡?第一次喝咖啡该注意什么?觉得不加糖的咖啡不好喝,仿佛有原罪。</font></p><p><font>受鄙视链毒打成长起来的“中年人”,也许已然释怀,但对于年轻人来说,为一杯日常饮品“接受再教育”大可不必。复杂的菜单看不懂、咖啡师的灵魂拷问答不上,那就拜拜,奶茶更乖。 </font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/533/w800h533/20210706/bc86-ksmehzs8136510.jpg/w720fin.jpg\"/></div><p><font><a href=\"https://laohu8.com/S/00506\">中国食品</a>产业分析师朱丹蓬认为,瑞幸的出现,解决了咖啡行业体验成本高、便捷性不足的两大痛点。从另一个角度来看,瑞幸还改变了入门消费者在咖啡市场的被动局面:你不必懂咖啡,菜单、配方、风味介绍都在手机上,慢慢看、随便选,再找个自己舒服的地儿,喝自己的咖啡——就很爽,就很香。</font></p><p><font><font>在瑞幸喝懂咖啡,有这可能么?</font></font></p><p><font>只要开始喝,就是机会。和新一代咖啡品牌全力争夺高频饮用人群不同,瑞幸开拓了一大批从零开始喝、从奶茶转咖啡的年轻消费群:如今瑞幸不离手、和生椰拿铁深度绑定的小伙伴,也许没意识到,小蓝杯正在制造“咖啡重度用户”。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/48/w954h694/20210706/2aff-ksmehzs8136569.png/w720fin.jpg\"/></div><p><font>第一步,从好喝到爱喝。瑞幸的几代爆款在这一点无疑是成功的,拥有一大批死忠粉,亲民价格背后,是瑞幸用一台十好几万的瑞士进口全自动咖啡设备,以及连年被国际咖啡品鉴者协会(IIAC)评为金奖的咖啡豆,好咖啡和业内顶级的原料标准,为之后的故事打下了基础。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/400/w1068h932/20210706/28c3-ksmehzs8136570.png/w720fin.jpg\"/></div><p><font>第二步,是利用风味设计,为用户埋下咖啡世界的“钩子”。以初代网红“陨石拿铁”为例,很多人喜欢它,是因为在提供愉悦甜味的同时,保留了充分的“咖啡味”,利用黑糖更强于焦糖的炭烧味甜感,烘托咖啡的苦与醇厚,瑞幸在咖啡“风味平衡”领域留下伏笔;和生椰拿铁长期争夺瑞幸“YYDS榜一”的厚乳拿铁,本质上,是精品咖啡圈“冰博客”冷冻提纯工艺牛奶,浓度和质感的变化对于奶咖的影响,这是另一个课题……这些钩子,不止引领了咖啡圈的潮流,在瑞幸的销售数据中,从“陨石拿铁”入门的年轻人,有相当比例成为了原味拿铁甚至美式咖啡的深度用户;由厚乳拿铁 “入圈”的年轻人,大概率会成为瑞幸奶咖爱好者,在拿铁、澳白、燕麦、生椰之间反复探索奶和咖啡的组合可能……瑞幸并没放弃让顾客更懂咖啡,而是依靠原创产品创新能力,把风味、质感等知识点,藏到了产品里,大量成长型年轻用户 “不负所望”地,撑起了瑞幸的SOE高端线销量:有的人,喝着喝着,就懂了,就爱了。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/684/w1017h467/20210706/227b-ksmehzs8136634.png/w720fin.jpg\"/></div><p><font><font>咖啡的附加价值,更年轻&更健康</font></font></p><p><font>咖啡并不是一个很年轻的东西,但瑞幸是。当利老师一脸丧气地举着瑞幸冰咖,和他俩“喜气洋洋的学生”站在一起念着“YYDS”时,年轻文化的浸润可见一斑。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/92/w1080h612/20210706/3a65-ksmehzs8136629.jpg/w720fin.jpg\"/></div><p><font>共鸣是前提,梗不对都叫浪费。在共鸣之上,瑞幸的胜利,或许还因为戳中了年轻一代的刚需,比如健康。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/200/w720h1080/20210706/43fd-ksmehzs8136723.jpg/w720fin.jpg\"/></div><p><font>据市场研究公司FMCG Gurus分析,经历了动荡不安的2020年,许多围绕健康营养的态度和行为,将延续到未来更长一段时间,其中就包括对咖啡健康价值的关注。除 “提神醒脑”,更多的研究围绕日常适量摄入咖啡因对预防心脑血管、慢性肝脏疾病的价值展开,在运动前喝点咖啡以提高运动表现、加速燃脂,也被年轻群体认知。早午喝拿铁,补充蛋白质兼提神,运动前安排一杯“更低脂”的黑咖,美式或者瑞幸的“0脂”椰青冰萃,都是健身人群的心头好。从习惯演变到生活方式,是消费品类占领高地的表现。那些放弃奶茶、拥抱咖啡的年轻人,也许始于好喝、终于想喝,最终被更健康生活方式锁死。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider202176/758/w950h608/20210706/6db3-ksmehzs8136722.jpg/w720fin.jpg\"/></div><p><font>瑞幸前几天发出的声明里,生椰系列单月销量官宣超1000万杯,带动“椰”概念,从咖啡圈火到了整个饮品市场。改变态度的咖啡,重新拥抱了年轻人和更多心态年轻的消费群体,也开辟了一个不断增长的咖啡市场。</font></p><p><font>本文仅代表作者观点,不代表本刊立场。</font></p><comment></comment></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 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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沉迷瑞幸的年轻人,都在想什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 22:00 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-07-07/doc-ikqciyzk3930438.shtml><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在朋友圈炫耀自己买到生椰拿铁的年轻人都是些什么人如果时光能倒退,五六年前,你身边大概没那么多人爱喝咖啡。也不会有人,连续几个月晒单自己抢到了“生椰拿铁”,喝不上就委屈。 咖啡,过去大家也是喝的,或许速溶三合一为主,谈不上爱不爱。特别是年轻人,坐在店里慢慢品咖啡的,远不如喝奶茶、水果茶的人多。市场热度和如今新兴品牌快速崛起、新产品层出不穷,年轻消费群激情买单、热情打卡的环境也可谓大相径庭。那小伙伴们...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-07-07/doc-ikqciyzk3930438.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/e17f8ff805c8db4ac082e079328ed9eb","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-07-07/doc-ikqciyzk3930438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149644513","content_text":"在朋友圈炫耀自己买到生椰拿铁的年轻人都是些什么人如果时光能倒退,五六年前,你身边大概没那么多人爱喝咖啡。也不会有人,连续几个月晒单自己抢到了“生椰拿铁”,喝不上就委屈。 咖啡,过去大家也是喝的,或许速溶三合一为主,谈不上爱不爱。特别是年轻人,坐在店里慢慢品咖啡的,远不如喝奶茶、水果茶的人多。市场热度和如今新兴品牌快速崛起、新产品层出不穷,年轻消费群激情买单、热情打卡的环境也可谓大相径庭。那小伙伴们,是怎么就突然爱上咖啡的?嫌咖啡烦的年轻人,突然就真香了不爱,并不是当年的咖啡不好喝。除价格与时间成本,咖啡的“高高在上”,或许也是原因之一。在咖啡圈,鄙视链一直有。喝精品的看不上商业咖啡,喝冷萃的看不上意式浓缩,大家一起鄙视速溶……从原产地、豆种、预处理方式,到烘焙度、冲煮方式,每一个可能影响咖啡风味的因素,几乎都挂上了这条鄙视链。为了不被鄙视,网上至今仍有不少教程,内容包括但不限于:怎样假装自己懂咖啡?怎样假装自己常喝咖啡?第一次喝咖啡该注意什么?觉得不加糖的咖啡不好喝,仿佛有原罪。受鄙视链毒打成长起来的“中年人”,也许已然释怀,但对于年轻人来说,为一杯日常饮品“接受再教育”大可不必。复杂的菜单看不懂、咖啡师的灵魂拷问答不上,那就拜拜,奶茶更乖。 中国食品产业分析师朱丹蓬认为,瑞幸的出现,解决了咖啡行业体验成本高、便捷性不足的两大痛点。从另一个角度来看,瑞幸还改变了入门消费者在咖啡市场的被动局面:你不必懂咖啡,菜单、配方、风味介绍都在手机上,慢慢看、随便选,再找个自己舒服的地儿,喝自己的咖啡——就很爽,就很香。在瑞幸喝懂咖啡,有这可能么?只要开始喝,就是机会。和新一代咖啡品牌全力争夺高频饮用人群不同,瑞幸开拓了一大批从零开始喝、从奶茶转咖啡的年轻消费群:如今瑞幸不离手、和生椰拿铁深度绑定的小伙伴,也许没意识到,小蓝杯正在制造“咖啡重度用户”。第一步,从好喝到爱喝。瑞幸的几代爆款在这一点无疑是成功的,拥有一大批死忠粉,亲民价格背后,是瑞幸用一台十好几万的瑞士进口全自动咖啡设备,以及连年被国际咖啡品鉴者协会(IIAC)评为金奖的咖啡豆,好咖啡和业内顶级的原料标准,为之后的故事打下了基础。第二步,是利用风味设计,为用户埋下咖啡世界的“钩子”。以初代网红“陨石拿铁”为例,很多人喜欢它,是因为在提供愉悦甜味的同时,保留了充分的“咖啡味”,利用黑糖更强于焦糖的炭烧味甜感,烘托咖啡的苦与醇厚,瑞幸在咖啡“风味平衡”领域留下伏笔;和生椰拿铁长期争夺瑞幸“YYDS榜一”的厚乳拿铁,本质上,是精品咖啡圈“冰博客”冷冻提纯工艺牛奶,浓度和质感的变化对于奶咖的影响,这是另一个课题……这些钩子,不止引领了咖啡圈的潮流,在瑞幸的销售数据中,从“陨石拿铁”入门的年轻人,有相当比例成为了原味拿铁甚至美式咖啡的深度用户;由厚乳拿铁 “入圈”的年轻人,大概率会成为瑞幸奶咖爱好者,在拿铁、澳白、燕麦、生椰之间反复探索奶和咖啡的组合可能……瑞幸并没放弃让顾客更懂咖啡,而是依靠原创产品创新能力,把风味、质感等知识点,藏到了产品里,大量成长型年轻用户 “不负所望”地,撑起了瑞幸的SOE高端线销量:有的人,喝着喝着,就懂了,就爱了。咖啡的附加价值,更年轻&更健康咖啡并不是一个很年轻的东西,但瑞幸是。当利老师一脸丧气地举着瑞幸冰咖,和他俩“喜气洋洋的学生”站在一起念着“YYDS”时,年轻文化的浸润可见一斑。共鸣是前提,梗不对都叫浪费。在共鸣之上,瑞幸的胜利,或许还因为戳中了年轻一代的刚需,比如健康。据市场研究公司FMCG Gurus分析,经历了动荡不安的2020年,许多围绕健康营养的态度和行为,将延续到未来更长一段时间,其中就包括对咖啡健康价值的关注。除 “提神醒脑”,更多的研究围绕日常适量摄入咖啡因对预防心脑血管、慢性肝脏疾病的价值展开,在运动前喝点咖啡以提高运动表现、加速燃脂,也被年轻群体认知。早午喝拿铁,补充蛋白质兼提神,运动前安排一杯“更低脂”的黑咖,美式或者瑞幸的“0脂”椰青冰萃,都是健身人群的心头好。从习惯演变到生活方式,是消费品类占领高地的表现。那些放弃奶茶、拥抱咖啡的年轻人,也许始于好喝、终于想喝,最终被更健康生活方式锁死。瑞幸前几天发出的声明里,生椰系列单月销量官宣超1000万杯,带动“椰”概念,从咖啡圈火到了整个饮品市场。改变态度的咖啡,重新拥抱了年轻人和更多心态年轻的消费群体,也开辟了一个不断增长的咖啡市场。本文仅代表作者观点,不代表本刊立场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353601537,"gmtCreate":1616488038929,"gmtModify":1616488038929,"author":{"id":"3542115477711004","authorId":"3542115477711004","name":"依依诺","avatar":"https://static.tigerbbs.com/b0b09ef784800e17f305b4384bab5553","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542115477711004","idStr":"3542115477711004"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>今天会不会涨?😊","listText":"<a 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cms-style=\"font-L\">Cabana称,美联储官员们对任何潜在的货币政策立场出现如此广泛的一致是极为罕见的,为了大幅转变负利率的预期,美联储极有可能需做出领导层更替,或出现大规模的人事变动,然而短期这两种情况都不太可能发生。</p><p cms-style=\"font-L\">作为负利率的替代选项,鲍威尔表示政策制定者更倾向于采取其他措施,如前瞻性指引(即当前政策将维持多久的明确信号)和大规模资产购买(也被称为量化宽松)。</p><p cms-style=\"font-L\">Cabana预计</p><p cms-style=\"font-L strong-Bold\">美联储官员将加码这些工具,以支持扩张性财政政策,但不会在近期改变对负利率的看法</p><p cms-style=\"font-L\">。</p><p cms-style=\"font-L strong-Bold\">但更重要的是,市场无法胁迫美联储采取负利率。虽然市场可以推动美联储采取一系列政策,但负利率的情景从根本上是不同的</p><p cms-style=\"font-L\">。</p><p cms-style=\"font-L\">负利率对金融体系和金融中介有重大影响。如果市场参与者希望美联储进一步放宽货币政策,建议较佳的风险/回报组合为较低的长期实际利率或较高的盈亏平衡率。</p><p cms-style=\"font-L\">Cabana认为从法律、结构、行为等各种原因来看,</p><p cms-style=\"font-L strong-Bold\">美联储不大可能实施负利率,然而有趣的是,尽管鲍威尔严正警告负利率没有提上日程,但市场仍无视这一言论。</p><p cms-style=\"font-L\">彭博社分析师Edward Bolingbroke写道,最受欢迎的交易显示,预计美联储将在9月降息10至15个基点,然而这仅仅是个开始,因在周三鲍威尔发表讲话后,市场对美联储可能在明年年中降息至-0.50%的押注提升。</p><p cms-style=\"font-L\">与此同时,隔夜指数掉期合约反映出美联储下步将降息,至少5年内不会加息。根据彭博的计算,周四(5月14日)2021年4月的OIS期货合约显示,美联储降息10个基点的可能性超过50%。</p><div><img img-size=\"1132,592\" src=\"http://n.sinaimg.cn/spider2020515/124/w1132h592/20200515/39d8-itriats3211801.jpg\"/><span></span></div><p cms-style=\"font-L\">与此同时,即便是在鲍威尔发表讲话之后,美联储2021年1月的隐含利率仍于零下方续跌,不过仍远高于上周五(5月8日)的低点。</p><p cms-style=\"font-L strong-Bold\">当前市场在等待下个推动美联储实施负利率的时机,随着美国逐步“日本化”,鲍威尔效仿日本央行行长黑田东彦的举动只是时间问题,可能从实施负利率开始,以买入股票结束,他所需要的只是催化剂而已,如美股大跌等。</p><p cms-style=\"font-L\">另有分析认为,鲍威尔对经济前景的看法是正确的,但他对解决方案的看法是错误的,因为他甚至没有意识到,美联储的政策才是问题的根源。许多专家和政客都认为一旦重启经济就会恢复正常,鲍威尔却对这一说法泼了冷水,警告美国可能面临严重及长期的经济衰退,这次衰退的规模和速度是现代历史上前所未有的,比二战以来的任何一次衰退都严重。</p><p cms-style=\"font-L strong-Bold\">第二波疫情爆发的预期升温,美股短线面临下行风险</p><p cms-style=\"font-L\">伦敦资本集团研究主管Jasper Lawler在最新一份报告中指出,鲍威尔的警告是在出现第二波疫情的早期迹象之后发出的,市场仍然关注当前是否会引发病毒的第二波暴发。</p><p cms-style=\"font-L\">Jasper Lawler认为,感觉正处于另一场震荡的边缘。股市的一些更大的回调感觉是不可避免的,但有理由认为股市可能不会重新测试3月份的低点。如果第二波疫情得到很好的控制,那么将增强人们的信心,并可能提振情绪让股市重获新生。 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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鲍威尔坚决反对美联储实施负利率,市场仍不死心,美股大跌或为催化剂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-15 14:34 北京时间 <a href=https://finance.sina.com.cn/money/forex/hbfx/2020-05-15/doc-iirczymk1780270.shtml><strong>汇通网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:鲍威尔坚决反对美联储实施负利率,市场仍不死心,美股大跌或为催化剂若美联储主席鲍威尔希望能够平息有关美联储实施负利率的话题及辩论,哪怕只有数周,他也失败了。周三(5月13日)鲍威尔在彼得森国际经济研究所主办的一个活动上回答记者提问时表示,即使存在经济下行风险,美联储仍不支持负利率。美国银行利率策略师Mark Cabana指出,美联储在任何观点上都很少这么一致。负利率不是有吸引力的货币政策工具...</p>\n\n<a href=\"https://finance.sina.com.cn/money/forex/hbfx/2020-05-15/doc-iirczymk1780270.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/d92849ddf94d54bf9e6af60671fe1ef1","relate_stocks":{},"source_url":"https://finance.sina.com.cn/money/forex/hbfx/2020-05-15/doc-iirczymk1780270.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2035945488","content_text":"原标题:鲍威尔坚决反对美联储实施负利率,市场仍不死心,美股大跌或为催化剂若美联储主席鲍威尔希望能够平息有关美联储实施负利率的话题及辩论,哪怕只有数周,他也失败了。周三(5月13日)鲍威尔在彼得森国际经济研究所主办的一个活动上回答记者提问时表示,即使存在经济下行风险,美联储仍不支持负利率。美国银行利率策略师Mark Cabana指出,美联储在任何观点上都很少这么一致。负利率不是有吸引力的货币政策工具,鲍威尔已非常明确地表达了这一观点。当然这不仅仅是鲍威尔的观点,美联储官员普遍一致反对负利率。负利率最引人注目的指责源于2019年10月联邦公开市场委员会(FOMC)会议纪要,当时“所有与会者都认为,目前负利率似乎并不是有吸引力的货币政策工具”。Cabana称,美联储官员们对任何潜在的货币政策立场出现如此广泛的一致是极为罕见的,为了大幅转变负利率的预期,美联储极有可能需做出领导层更替,或出现大规模的人事变动,然而短期这两种情况都不太可能发生。作为负利率的替代选项,鲍威尔表示政策制定者更倾向于采取其他措施,如前瞻性指引(即当前政策将维持多久的明确信号)和大规模资产购买(也被称为量化宽松)。Cabana预计美联储官员将加码这些工具,以支持扩张性财政政策,但不会在近期改变对负利率的看法。但更重要的是,市场无法胁迫美联储采取负利率。虽然市场可以推动美联储采取一系列政策,但负利率的情景从根本上是不同的。负利率对金融体系和金融中介有重大影响。如果市场参与者希望美联储进一步放宽货币政策,建议较佳的风险/回报组合为较低的长期实际利率或较高的盈亏平衡率。Cabana认为从法律、结构、行为等各种原因来看,美联储不大可能实施负利率,然而有趣的是,尽管鲍威尔严正警告负利率没有提上日程,但市场仍无视这一言论。彭博社分析师Edward Bolingbroke写道,最受欢迎的交易显示,预计美联储将在9月降息10至15个基点,然而这仅仅是个开始,因在周三鲍威尔发表讲话后,市场对美联储可能在明年年中降息至-0.50%的押注提升。与此同时,隔夜指数掉期合约反映出美联储下步将降息,至少5年内不会加息。根据彭博的计算,周四(5月14日)2021年4月的OIS期货合约显示,美联储降息10个基点的可能性超过50%。与此同时,即便是在鲍威尔发表讲话之后,美联储2021年1月的隐含利率仍于零下方续跌,不过仍远高于上周五(5月8日)的低点。当前市场在等待下个推动美联储实施负利率的时机,随着美国逐步“日本化”,鲍威尔效仿日本央行行长黑田东彦的举动只是时间问题,可能从实施负利率开始,以买入股票结束,他所需要的只是催化剂而已,如美股大跌等。另有分析认为,鲍威尔对经济前景的看法是正确的,但他对解决方案的看法是错误的,因为他甚至没有意识到,美联储的政策才是问题的根源。许多专家和政客都认为一旦重启经济就会恢复正常,鲍威尔却对这一说法泼了冷水,警告美国可能面临严重及长期的经济衰退,这次衰退的规模和速度是现代历史上前所未有的,比二战以来的任何一次衰退都严重。第二波疫情爆发的预期升温,美股短线面临下行风险伦敦资本集团研究主管Jasper Lawler在最新一份报告中指出,鲍威尔的警告是在出现第二波疫情的早期迹象之后发出的,市场仍然关注当前是否会引发病毒的第二波暴发。Jasper Lawler认为,感觉正处于另一场震荡的边缘。股市的一些更大的回调感觉是不可避免的,但有理由认为股市可能不会重新测试3月份的低点。如果第二波疫情得到很好的控制,那么将增强人们的信心,并可能提振情绪让股市重获新生。 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14:06","market":"hk","language":"zh","title":"重罚!蒋凡遭除名阿里合伙人","url":"https://stock-news.laohu8.com/highlight/detail?id=1114160993","media":"老虎资讯综合","summary":"今日(4月27日),阿里巴巴集团公布了蒋凡事件的调查处理结果。该调查由阿里巴巴集团廉正部成立特别调查组进行。根据调查,由阿里巴巴集团管理层形成了处理结果,阿里合伙人委员会也对此进行专项审议。调查组就阿","content":"<p>今日(4月27日),阿里巴巴集团公布了蒋凡事件的调查处理结果。</p><p>该调查由阿里巴巴集团廉正部成立特别调查组进行。根据调查,由阿里巴巴集团管理层形成了处理结果,阿里合伙人委员会也对此进行专项审议。</p><p>调查组就阿里集团对如涵电商的投资,以及张大奕所有淘宝、天猫店铺的入驻、活动、引流、交易等做了全面的内、外部调查。确认:阿里在2016年投资如涵电商的决策与蒋凡无关;蒋凡对如涵电商、张大奕所有淘宝、天猫店铺的经营活动并无任何利益输送行为。</p><p>但调查组认为,蒋凡在公司重要的岗位上,因个人家庭问题处理不当,引发严重舆论危机,给公司声誉造成重大影响。经阿里巴巴管理层讨论决定对蒋凡作以下处分:</p><p>1、管理层提议并得到合伙人委员会批准,即日起取消阿里合伙人身份。</p><p>2、记过处分。</p><p>3、降级。职级从M7(集团高级副总裁)降级到M6(集团副总裁)。</p><p>4、取消上一财年度所有奖励。</p><p>上周<span>,阿里和蒋凡成为互联网圈的焦点。这一切始于4月17日那条微博——“花花董花花”公开点名张大奕,“这是最后一次警告,再来招惹我老公我就不客气了”,而深陷其中的淘宝总裁兼天猫总裁蒋凡,将这场大火烧至阿里。</span></p><p><span>这已经不是一件简单的桃色新闻。据悉阿里集团CPO(首席人力官)童文红在公司内部称,蒋凡由于个人家庭问题没处理好,而严重影响了公司声誉,要认真反思,也应该向大家道歉,对于相关传言,公司会正式成立工作小组进行调查。</span></p><p><span>蒋凡是互联网圈公认的青年才俊,一直被外界视为阿里CEO“接班人”。</span><span><b>阿里的调查将会主要集中在蒋凡治下的淘宝、天猫是否与<a href=\"https://laohu8.com/S/RUHN\">如涵控股</a>存在利益输送,</b></span><span>回应外界“利用职权照顾情人”的传闻。</span></p><p><span>在反腐工作上,阿里一向不留情面,铁娘子蒋芳曾一次把7名高管送进监狱。这一次,蒋凡原本的大好职业生涯,如今不得不被打上一个问号。</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\" 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>重罚!蒋凡遭除名阿里合伙人</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重罚!蒋凡遭除名阿里合伙人\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\">2020-04-27 14:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日(4月27日),阿里巴巴集团公布了蒋凡事件的调查处理结果。</p><p>该调查由阿里巴巴集团廉正部成立特别调查组进行。根据调查,由阿里巴巴集团管理层形成了处理结果,阿里合伙人委员会也对此进行专项审议。</p><p>调查组就阿里集团对如涵电商的投资,以及张大奕所有淘宝、天猫店铺的入驻、活动、引流、交易等做了全面的内、外部调查。确认:阿里在2016年投资如涵电商的决策与蒋凡无关;蒋凡对如涵电商、张大奕所有淘宝、天猫店铺的经营活动并无任何利益输送行为。</p><p>但调查组认为,蒋凡在公司重要的岗位上,因个人家庭问题处理不当,引发严重舆论危机,给公司声誉造成重大影响。经阿里巴巴管理层讨论决定对蒋凡作以下处分:</p><p>1、管理层提议并得到合伙人委员会批准,即日起取消阿里合伙人身份。</p><p>2、记过处分。</p><p>3、降级。职级从M7(集团高级副总裁)降级到M6(集团副总裁)。</p><p>4、取消上一财年度所有奖励。</p><p>上周<span>,阿里和蒋凡成为互联网圈的焦点。这一切始于4月17日那条微博——“花花董花花”公开点名张大奕,“这是最后一次警告,再来招惹我老公我就不客气了”,而深陷其中的淘宝总裁兼天猫总裁蒋凡,将这场大火烧至阿里。</span></p><p><span>这已经不是一件简单的桃色新闻。据悉阿里集团CPO(首席人力官)童文红在公司内部称,蒋凡由于个人家庭问题没处理好,而严重影响了公司声誉,要认真反思,也应该向大家道歉,对于相关传言,公司会正式成立工作小组进行调查。</span></p><p><span>蒋凡是互联网圈公认的青年才俊,一直被外界视为阿里CEO“接班人”。</span><span><b>阿里的调查将会主要集中在蒋凡治下的淘宝、天猫是否与<a href=\"https://laohu8.com/S/RUHN\">如涵控股</a>存在利益输送,</b></span><span>回应外界“利用职权照顾情人”的传闻。</span></p><p><span>在反腐工作上,阿里一向不留情面,铁娘子蒋芳曾一次把7名高管送进监狱。这一次,蒋凡原本的大好职业生涯,如今不得不被打上一个问号。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ff8901e2efe2614394c4a1966c73271","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114160993","content_text":"今日(4月27日),阿里巴巴集团公布了蒋凡事件的调查处理结果。该调查由阿里巴巴集团廉正部成立特别调查组进行。根据调查,由阿里巴巴集团管理层形成了处理结果,阿里合伙人委员会也对此进行专项审议。调查组就阿里集团对如涵电商的投资,以及张大奕所有淘宝、天猫店铺的入驻、活动、引流、交易等做了全面的内、外部调查。确认:阿里在2016年投资如涵电商的决策与蒋凡无关;蒋凡对如涵电商、张大奕所有淘宝、天猫店铺的经营活动并无任何利益输送行为。但调查组认为,蒋凡在公司重要的岗位上,因个人家庭问题处理不当,引发严重舆论危机,给公司声誉造成重大影响。经阿里巴巴管理层讨论决定对蒋凡作以下处分:1、管理层提议并得到合伙人委员会批准,即日起取消阿里合伙人身份。2、记过处分。3、降级。职级从M7(集团高级副总裁)降级到M6(集团副总裁)。4、取消上一财年度所有奖励。上周,阿里和蒋凡成为互联网圈的焦点。这一切始于4月17日那条微博——“花花董花花”公开点名张大奕,“这是最后一次警告,再来招惹我老公我就不客气了”,而深陷其中的淘宝总裁兼天猫总裁蒋凡,将这场大火烧至阿里。这已经不是一件简单的桃色新闻。据悉阿里集团CPO(首席人力官)童文红在公司内部称,蒋凡由于个人家庭问题没处理好,而严重影响了公司声誉,要认真反思,也应该向大家道歉,对于相关传言,公司会正式成立工作小组进行调查。蒋凡是互联网圈公认的青年才俊,一直被外界视为阿里CEO“接班人”。阿里的调查将会主要集中在蒋凡治下的淘宝、天猫是否与如涵控股存在利益输送,回应外界“利用职权照顾情人”的传闻。在反腐工作上,阿里一向不留情面,铁娘子蒋芳曾一次把7名高管送进监狱。这一次,蒋凡原本的大好职业生涯,如今不得不被打上一个问号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921300928,"gmtCreate":1586150241164,"gmtModify":1704360138353,"author":{"id":"3542115477711004","authorId":"3542115477711004","name":"依依诺","avatar":"https://static.tigerbbs.com/b0b09ef784800e17f305b4384bab5553","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542115477711004","authorIdStr":"3542115477711004"},"themes":[],"htmlText":"<a 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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特斯拉将Model 3标准续航升级版价格下调\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\">2020-05-01 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国官网:特斯拉将Model 3标准续航升级版价格由30.355万元下调至27.155万元。</span></p><p><img src=\"https://static.tigerbbs.com/06686f1dcce96d7d2c410cdb87adb663\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153064650","content_text":"据特斯拉中国官网:特斯拉将Model 3标准续航升级版价格由30.355万元下调至27.155万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}