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做交易
我为什么来美股赚钱,就是因为膝盖不好,跪不下去。
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做交易
2022-06-17
$嘉年华邮轮(CCL)$
来大家跟我一起喊:4块!4块!4块!
做交易
2022-06-16
$纳斯达克(.IXIC)$
着实令人失望。我期望值是每个月加息2%。连加10个月。这样才能以最快速度抄底美股和美债。
做交易
2022-06-13
$嘉年华邮轮(CCL)$
4块钱开仓收
做交易
2022-06-10
俄乌战争。拜登推波助澜。禁止美国页岩油。拜登搞的。众投行集体唱空美国经济。拜登能不知道?众议院议长家属成了近两年美股赢家。无论多空踩点精准。😂
盘前观察:CPI超预期爆表,美联储已经毫无办法?
做交易
2021-07-29
$ContextLogic Inc.(WISH)$
大家先别太高兴。8月才开始真的涨。现在很多资金是从A股回美股的。对中小是利好。前段时间有人说wish得罪了卖家。现在亚马逊也这么干了。而且做得比wish更狠。一封就是几十亿金额的店铺。所以得罪卖家这点并不是wish的坏处。至少不是它暴跌的理由吧
做交易
2021-07-19
$ContextLogic Inc.(WISH)$
谁还没开盘破发过呢?其实绝大多数刚富起来能炒美股的人不知道。开盘半年到一年内拉高破发一段时间是美股的正常套路。很大一部分都没冲高直接破发。投资美股新股本身就有这个风险。但这些股几年后都活的好好的😂。从一些知名股票来看。上市后第一次破发的价格基本上就是最低价。
做交易
2021-07-06
$滴滴(DIDI)$
我就想看看7月过完了以后中国股民对滴滴的信仰。值得关注。我不在乎滴滴股价。我就想看看中国股民的心理路程。这是很有意思的😂
做交易
2021-07-06
$滴滴(DIDI)$
韭菜们好像不懂什么是政治风险😂
做交易
2021-07-06
$滴滴(DIDI)$
至少要跌一个月才能有起色。现在不是底。未来会大涨
做交易
2021-07-06
$滴滴(DIDI)$
看热闹看热闹看热闹
做交易
2021-07-04
$滴滴(DIDI)$
根据国家网信办。因违反法律。非法收集个人信息。通知各应用商店下架滴滴出行app。
做交易
2021-07-03
$ContextLogic Inc.(WISH)$
今天下跌还真别怪庄家。散户踩踏😂。大单特大单一直在买入。中单持平。小单一直在出货。
做交易
2021-07-03
$ContextLogic Inc.(WISH)$
11.6。另一个账户加仓了。再跌还加😂
做交易
2021-07-02
$ContextLogic Inc.(WISH)$
昨天盘后
做交易
2021-07-02
$ContextLogic Inc.(WISH)$
这几天倒是把搞投机的给出清了😂
做交易
2021-07-01
$ContextLogic Inc.(WISH)$
七月、八月、九月、十月。四个月的时间在你眼里算中线还是短线?这将决定你是否能在wish赚到不错的利润
做交易
2021-07-01
$ContextLogic Inc.(WISH)$
有一种人。稍微跌了点就跑出来:我说什么来着?一大涨。连续几天呼叫不见踪影。无论你怎么呼叫。都绝不出来冒个泡。且跑且珍惜吧。wish能让你跑出来的日子不多了😂
做交易
2021-06-29
$ContextLogic Inc.(WISH)$
接近布林中线的时候再说。12.5以上补仓不合适
做交易
2021-06-29
$ContextLogic Inc.(WISH)$
也该回调一下了。看看这次底部在哪儿
做交易
2021-06-29
$每日优鲜(MF)$
送大家一句话:不要迷信中概股,不要被“爱国”套路,不要忘记中概股跟大A都是同一个土地孕育出来的。兜里的钞票,且炒且珍惜。
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21:07","market":"us","language":"zh","title":"盘前观察:CPI超预期爆表,美联储已经毫无办法?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193263764","media":"老虎锐评","summary":"美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。","content":"<html><head></head><body><p>CPI数据继续爆表,美股盘前转跌,中概股盘前普遍上涨。</p><p><b>5月CPI毫无意外爆表</b></p><p>全球最关注的宏观数据出来,美国5月CPI创1981年以来新高,同比提高8.6%,超过分析师预期;核心CPI同比环比也超分析师预期。一点都不意外,下图是过去7年全美汽油价格(蓝色)和CPI曲线(白色),汽油价格涨到天上,CPI也跟到了天上。美元上涨,人民币下跌破6.7,这些是资产对美国高通胀的一级反应。</p><p><img src=\"https://static.tigerbbs.com/ebb7a1f2148b2a0da557f54ef86da4b5\" tg-width=\"575\" tg-height=\"293\" width=\"100%\" height=\"auto\"/></p><p>抛开原油和食物价格高企之外,美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%,衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据,但是美国消费变弱绝对是铁打不变的事实,二手车和衣服的价格只能往下走。</p><p>看到美国CPI和汽油/原油价格走势一致,让我们不得不问一个问题,美联储有办法能降低通货膨胀吗?或者说,加息缩表能够把原油价格打下去吗?答案非常明显,美联储没有任何办法。下图是过去一年的美国汽油价格,红圈是俄乌战争爆发的时候,俄乌战争开始后,美国全国汽油价格从$3.5涨到了$5,上涨幅度40%。</p><p><img src=\"https://static.tigerbbs.com/8c3bf05d9d12aa822d9336871d75d981\" tg-width=\"530\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>现在美联储看见高通胀,想也不想原因就去控制货币供给,似乎货币收缩以后,原油价格就会下降,食品价格就会下降。我把2004年以来,全美汽油价格(白色)和美联储的隔夜利率(蓝色)放在下图,这两者有关系吗?看到汽油价格高就想到加息,就好比看到手被割伤流血就送去化疗一样,美联储真的是没有一点思考能力。</p><p><img src=\"https://static.tigerbbs.com/d9ca0e4b772cd6358b0c29737d2a48ba\" tg-width=\"522\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p>美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。美联储如果继续头铁加息,那么美国经济只能硬着陆,不可避免。</p></body></html>","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>盘前观察:CPI超预期爆表,美联储已经毫无办法?</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盘前观察:CPI超预期爆表,美联储已经毫无办法?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-06-10 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CPI数据继续爆表,美股盘前转跌,中概股盘前普遍上涨。</p><p><b>5月CPI毫无意外爆表</b></p><p>全球最关注的宏观数据出来,美国5月CPI创1981年以来新高,同比提高8.6%,超过分析师预期;核心CPI同比环比也超分析师预期。一点都不意外,下图是过去7年全美汽油价格(蓝色)和CPI曲线(白色),汽油价格涨到天上,CPI也跟到了天上。美元上涨,人民币下跌破6.7,这些是资产对美国高通胀的一级反应。</p><p><img src=\"https://static.tigerbbs.com/ebb7a1f2148b2a0da557f54ef86da4b5\" tg-width=\"575\" tg-height=\"293\" width=\"100%\" height=\"auto\"/></p><p>抛开原油和食物价格高企之外,美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%,衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据,但是美国消费变弱绝对是铁打不变的事实,二手车和衣服的价格只能往下走。</p><p>看到美国CPI和汽油/原油价格走势一致,让我们不得不问一个问题,美联储有办法能降低通货膨胀吗?或者说,加息缩表能够把原油价格打下去吗?答案非常明显,美联储没有任何办法。下图是过去一年的美国汽油价格,红圈是俄乌战争爆发的时候,俄乌战争开始后,美国全国汽油价格从$3.5涨到了$5,上涨幅度40%。</p><p><img src=\"https://static.tigerbbs.com/8c3bf05d9d12aa822d9336871d75d981\" tg-width=\"530\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>现在美联储看见高通胀,想也不想原因就去控制货币供给,似乎货币收缩以后,原油价格就会下降,食品价格就会下降。我把2004年以来,全美汽油价格(白色)和美联储的隔夜利率(蓝色)放在下图,这两者有关系吗?看到汽油价格高就想到加息,就好比看到手被割伤流血就送去化疗一样,美联储真的是没有一点思考能力。</p><p><img src=\"https://static.tigerbbs.com/d9ca0e4b772cd6358b0c29737d2a48ba\" tg-width=\"522\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p>美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。美联储如果继续头铁加息,那么美国经济只能硬着陆,不可避免。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193263764","content_text":"CPI数据继续爆表,美股盘前转跌,中概股盘前普遍上涨。5月CPI毫无意外爆表全球最关注的宏观数据出来,美国5月CPI创1981年以来新高,同比提高8.6%,超过分析师预期;核心CPI同比环比也超分析师预期。一点都不意外,下图是过去7年全美汽油价格(蓝色)和CPI曲线(白色),汽油价格涨到天上,CPI也跟到了天上。美元上涨,人民币下跌破6.7,这些是资产对美国高通胀的一级反应。抛开原油和食物价格高企之外,美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%,衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据,但是美国消费变弱绝对是铁打不变的事实,二手车和衣服的价格只能往下走。看到美国CPI和汽油/原油价格走势一致,让我们不得不问一个问题,美联储有办法能降低通货膨胀吗?或者说,加息缩表能够把原油价格打下去吗?答案非常明显,美联储没有任何办法。下图是过去一年的美国汽油价格,红圈是俄乌战争爆发的时候,俄乌战争开始后,美国全国汽油价格从$3.5涨到了$5,上涨幅度40%。现在美联储看见高通胀,想也不想原因就去控制货币供给,似乎货币收缩以后,原油价格就会下降,食品价格就会下降。我把2004年以来,全美汽油价格(白色)和美联储的隔夜利率(蓝色)放在下图,这两者有关系吗?看到汽油价格高就想到加息,就好比看到手被割伤流血就送去化疗一样,美联储真的是没有一点思考能力。美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。美联储如果继续头铁加息,那么美国经济只能硬着陆,不可避免。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561622693123331","authorId":"3561622693123331","name":"old_gun","avatar":"https://static.tigerbbs.com/186dd9a253fd0b299e3220a50422e728","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3561622693123331","idStr":"3561622693123331"},"content":"拜登禁页岩油?为啥?油价这么高,正好可以多搞搞页岩油啊","text":"拜登禁页岩油?为啥?油价这么高,正好可以多搞搞页岩油啊","html":"拜登禁页岩油?为啥?油价这么高,正好可以多搞搞页岩油啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808638314,"gmtCreate":1627572464938,"gmtModify":1627572681219,"author":{"id":"3546424579004635","authorId":"3546424579004635","name":"做交易","avatar":"https://static.tigerbbs.com/feec768c87975d534907b560f26f68cd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546424579004635","idStr":"3546424579004635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>大家先别太高兴。8月才开始真的涨。现在很多资金是从A股回美股的。对中小是利好。前段时间有人说wish得罪了卖家。现在亚马逊也这么干了。而且做得比wish更狠。一封就是几十亿金额的店铺。所以得罪卖家这点并不是wish的坏处。至少不是它暴跌的理由吧","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>大家先别太高兴。8月才开始真的涨。现在很多资金是从A股回美股的。对中小是利好。前段时间有人说wish得罪了卖家。现在亚马逊也这么干了。而且做得比wish更狠。一封就是几十亿金额的店铺。所以得罪卖家这点并不是wish的坏处。至少不是它暴跌的理由吧","text":"$ContextLogic Inc.(WISH)$大家先别太高兴。8月才开始真的涨。现在很多资金是从A股回美股的。对中小是利好。前段时间有人说wish得罪了卖家。现在亚马逊也这么干了。而且做得比wish更狠。一封就是几十亿金额的店铺。所以得罪卖家这点并不是wish的坏处。至少不是它暴跌的理由吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808638314","isVote":1,"tweetType":1,"viewCount":5684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547531328571286","authorId":"3547531328571286","name":"Cheneychan","avatar":"https://static.tigerbbs.com/3c3fbb222ec92b4ba400d536eac9fb3f","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3547531328571286","idStr":"3547531328571286"},"content":"现在离8月还有几天而已","text":"现在离8月还有几天而已","html":"现在离8月还有几天而已"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173404074,"gmtCreate":1626676370198,"gmtModify":1626676370198,"author":{"id":"3546424579004635","authorId":"3546424579004635","name":"做交易","avatar":"https://static.tigerbbs.com/feec768c87975d534907b560f26f68cd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546424579004635","idStr":"3546424579004635"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>谁还没开盘破发过呢?其实绝大多数刚富起来能炒美股的人不知道。开盘半年到一年内拉高破发一段时间是美股的正常套路。很大一部分都没冲高直接破发。投资美股新股本身就有这个风险。但这些股几年后都活的好好的😂。从一些知名股票来看。上市后第一次破发的价格基本上就是最低价。","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>谁还没开盘破发过呢?其实绝大多数刚富起来能炒美股的人不知道。开盘半年到一年内拉高破发一段时间是美股的正常套路。很大一部分都没冲高直接破发。投资美股新股本身就有这个风险。但这些股几年后都活的好好的😂。从一些知名股票来看。上市后第一次破发的价格基本上就是最低价。","text":"$ContextLogic 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21:07","market":"us","language":"zh","title":"盘前观察:CPI超预期爆表,美联储已经毫无办法?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193263764","media":"老虎锐评","summary":"美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。","content":"<html><head></head><body><p>CPI数据继续爆表,美股盘前转跌,中概股盘前普遍上涨。</p><p><b>5月CPI毫无意外爆表</b></p><p>全球最关注的宏观数据出来,美国5月CPI创1981年以来新高,同比提高8.6%,超过分析师预期;核心CPI同比环比也超分析师预期。一点都不意外,下图是过去7年全美汽油价格(蓝色)和CPI曲线(白色),汽油价格涨到天上,CPI也跟到了天上。美元上涨,人民币下跌破6.7,这些是资产对美国高通胀的一级反应。</p><p><img src=\"https://static.tigerbbs.com/ebb7a1f2148b2a0da557f54ef86da4b5\" tg-width=\"575\" tg-height=\"293\" width=\"100%\" height=\"auto\"/></p><p>抛开原油和食物价格高企之外,美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%,衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据,但是美国消费变弱绝对是铁打不变的事实,二手车和衣服的价格只能往下走。</p><p>看到美国CPI和汽油/原油价格走势一致,让我们不得不问一个问题,美联储有办法能降低通货膨胀吗?或者说,加息缩表能够把原油价格打下去吗?答案非常明显,美联储没有任何办法。下图是过去一年的美国汽油价格,红圈是俄乌战争爆发的时候,俄乌战争开始后,美国全国汽油价格从$3.5涨到了$5,上涨幅度40%。</p><p><img src=\"https://static.tigerbbs.com/8c3bf05d9d12aa822d9336871d75d981\" tg-width=\"530\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>现在美联储看见高通胀,想也不想原因就去控制货币供给,似乎货币收缩以后,原油价格就会下降,食品价格就会下降。我把2004年以来,全美汽油价格(白色)和美联储的隔夜利率(蓝色)放在下图,这两者有关系吗?看到汽油价格高就想到加息,就好比看到手被割伤流血就送去化疗一样,美联储真的是没有一点思考能力。</p><p><img src=\"https://static.tigerbbs.com/d9ca0e4b772cd6358b0c29737d2a48ba\" tg-width=\"522\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p>美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。美联储如果继续头铁加息,那么美国经济只能硬着陆,不可避免。</p></body></html>","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>盘前观察:CPI超预期爆表,美联储已经毫无办法?</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盘前观察:CPI超预期爆表,美联储已经毫无办法?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-06-10 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CPI数据继续爆表,美股盘前转跌,中概股盘前普遍上涨。</p><p><b>5月CPI毫无意外爆表</b></p><p>全球最关注的宏观数据出来,美国5月CPI创1981年以来新高,同比提高8.6%,超过分析师预期;核心CPI同比环比也超分析师预期。一点都不意外,下图是过去7年全美汽油价格(蓝色)和CPI曲线(白色),汽油价格涨到天上,CPI也跟到了天上。美元上涨,人民币下跌破6.7,这些是资产对美国高通胀的一级反应。</p><p><img src=\"https://static.tigerbbs.com/ebb7a1f2148b2a0da557f54ef86da4b5\" tg-width=\"575\" tg-height=\"293\" width=\"100%\" height=\"auto\"/></p><p>抛开原油和食物价格高企之外,美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%,衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据,但是美国消费变弱绝对是铁打不变的事实,二手车和衣服的价格只能往下走。</p><p>看到美国CPI和汽油/原油价格走势一致,让我们不得不问一个问题,美联储有办法能降低通货膨胀吗?或者说,加息缩表能够把原油价格打下去吗?答案非常明显,美联储没有任何办法。下图是过去一年的美国汽油价格,红圈是俄乌战争爆发的时候,俄乌战争开始后,美国全国汽油价格从$3.5涨到了$5,上涨幅度40%。</p><p><img src=\"https://static.tigerbbs.com/8c3bf05d9d12aa822d9336871d75d981\" tg-width=\"530\" tg-height=\"231\" width=\"100%\" height=\"auto\"/></p><p>现在美联储看见高通胀,想也不想原因就去控制货币供给,似乎货币收缩以后,原油价格就会下降,食品价格就会下降。我把2004年以来,全美汽油价格(白色)和美联储的隔夜利率(蓝色)放在下图,这两者有关系吗?看到汽油价格高就想到加息,就好比看到手被割伤流血就送去化疗一样,美联储真的是没有一点思考能力。</p><p><img src=\"https://static.tigerbbs.com/d9ca0e4b772cd6358b0c29737d2a48ba\" tg-width=\"522\" tg-height=\"275\" width=\"100%\" height=\"auto\"/></p><p>美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。美联储如果继续头铁加息,那么美国经济只能硬着陆,不可避免。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193263764","content_text":"CPI数据继续爆表,美股盘前转跌,中概股盘前普遍上涨。5月CPI毫无意外爆表全球最关注的宏观数据出来,美国5月CPI创1981年以来新高,同比提高8.6%,超过分析师预期;核心CPI同比环比也超分析师预期。一点都不意外,下图是过去7年全美汽油价格(蓝色)和CPI曲线(白色),汽油价格涨到天上,CPI也跟到了天上。美元上涨,人民币下跌破6.7,这些是资产对美国高通胀的一级反应。抛开原油和食物价格高企之外,美国核心CPI的部分价格的走弱也转向了。比方说旧车价格环比从-0.4% -> +1.8%,衣服-0.8% -> +0.7%。目前我想不出很好的理由来解释这个数据,但是美国消费变弱绝对是铁打不变的事实,二手车和衣服的价格只能往下走。看到美国CPI和汽油/原油价格走势一致,让我们不得不问一个问题,美联储有办法能降低通货膨胀吗?或者说,加息缩表能够把原油价格打下去吗?答案非常明显,美联储没有任何办法。下图是过去一年的美国汽油价格,红圈是俄乌战争爆发的时候,俄乌战争开始后,美国全国汽油价格从$3.5涨到了$5,上涨幅度40%。现在美联储看见高通胀,想也不想原因就去控制货币供给,似乎货币收缩以后,原油价格就会下降,食品价格就会下降。我把2004年以来,全美汽油价格(白色)和美联储的隔夜利率(蓝色)放在下图,这两者有关系吗?看到汽油价格高就想到加息,就好比看到手被割伤流血就送去化疗一样,美联储真的是没有一点思考能力。美国原油不增产,俄乌战争打不停,原油价格还将飞在天上。美联储如果继续头铁加息,那么美国经济只能硬着陆,不可避免。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561622693123331","authorId":"3561622693123331","name":"old_gun","avatar":"https://static.tigerbbs.com/186dd9a253fd0b299e3220a50422e728","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3561622693123331","idStr":"3561622693123331"},"content":"拜登禁页岩油?为啥?油价这么高,正好可以多搞搞页岩油啊","text":"拜登禁页岩油?为啥?油价这么高,正好可以多搞搞页岩油啊","html":"拜登禁页岩油?为啥?油价这么高,正好可以多搞搞页岩油啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180925397,"gmtCreate":1623170805219,"gmtModify":1623170805219,"author":{"id":"3546424579004635","authorId":"3546424579004635","name":"做交易","avatar":"https://static.tigerbbs.com/feec768c87975d534907b560f26f68cd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3546424579004635","idStr":"3546424579004635"},"themes":[],"htmlText":"<a 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