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BELIM
2023-02-02
$微美全息(WIMI)$
开始晒单,10倍清仓
BELIM
2022-12-09
不懂别瞎扯,老马质押股票的钱去那里了?他不买房不瞎消费,总不会给你了吧
观点 | MS的麻烦可能大了
BELIM
2022-12-08
$国美零售(00493)$
国美只有一条路,就是黄光裕直接下场带货。买点,希望大佬有一天会放下身段
BELIM
2022-09-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
BELIM
2022-06-03
狗盛反买,别墅靠海
昨夜今晨 | 科技股引领股指反弹!热门中概全天亮眼
BELIM
2022-03-22
$老虎证券(TIGR)$
什么时候平仓…这是个问题
BELIM
2022-02-25
$蔚来(NIO)$
如果ET5是爆款车的话,年底到80刀~还有造手机可能是自己设计然后代加工,不是卖是买车送手机…我抄了[得意] 20算是个好机会吧
BELIM
2021-12-09
$诺基亚(NOK)$
底仓已建
BELIM
2021-09-24
$诺基亚(NOK)$
我又来了[龇牙]
BELIM
2021-09-02
$百度集团-SW(09888)$
$百度(BIDU)$
抄底的压力太大了,连续加仓一周才到这个价格,我太难了
BELIM
2021-08-27
$百度集团-SW(09888)$
$百度(BIDU)$
一直跌一直抄,终于红了。以后慎接飞刀,压力太大
BELIM
2021-08-12
$百度(BIDU)$
丝毫不慌[笑哭]
BELIM
2021-08-10
$诺基亚(NOK)$
诺基亚在最近几个月拉起来的概率很小。大盘存在系统性的危险,我已减仓。
$百度(BIDU)$
存在想象力的空间,8.18AI大会将要开启5G新时代。已入手抄底。
BELIM
2021-08-03
$腾讯控股(00700)$
$高途(GOTU)$
$网易-S(09999)$
$新东方(EDU)$
中产以上的孩子辅导班太多,减负;中产以下的孩子玩游戏太多,要高质量接受义务教育。这才是我们的发展方向吧
BELIM
2021-07-30
$亚马逊(AMZN)$
快跑!!
$蔚来(NIO)$
$苹果(AAPL)$
$Facebook(FB)$
$谷歌(GOOG)$
BELIM
2021-07-29
$诺基亚(NOK)$
目前欧股7%,今晚20%不过分吧
BELIM
2021-07-29
$诺基亚(NOK)$
来了来了
BELIM
2021-07-28
$诺基亚(NOK)$
我大诺基亚这么没排面?财报没人赌?
BELIM
2021-07-28
$百度(BIDU)$
势头已逆转,一个月的上涨的
BELIM
2021-07-20
$恒大汽车(00708)$
要不要搏一下?毕竟在风口上
去老虎APP查看更多动态
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开始晒单,10倍清仓","images":[{"img":"https://static.tigerbbs.com/09cf0f1269cf342d67c5347449fd33a1","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622114828","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":629223838,"gmtCreate":1670560028924,"gmtModify":1670561654893,"author":{"id":"3548214933324258","authorId":"3548214933324258","name":"BELIM","avatar":"https://static.tigerbbs.com/ecdad4fb47a93e065025fd15e499be6f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548214933324258","idStr":"3548214933324258"},"themes":[],"htmlText":"不懂别瞎扯,老马质押股票的钱去那里了?他不买房不瞎消费,总不会给你了吧","listText":"不懂别瞎扯,老马质押股票的钱去那里了?他不买房不瞎消费,总不会给你了吧","text":"不懂别瞎扯,老马质押股票的钱去那里了?他不买房不瞎消费,总不会给你了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629223838","repostId":"1195857461","repostType":2,"repost":{"id":"1195857461","kind":"news","pubTimestamp":1670553644,"share":"https://www.laohu8.com/m/news/1195857461?lang=&edition=full","pubTime":"2022-12-09 10:40","market":"us","language":"zh","title":"观点 | MS的麻烦可能大了","url":"https://stock-news.laohu8.com/highlight/detail?id=1195857461","media":"老虎锐评","summary":"昨天晚些时候彭博发了这么一个消息,马斯克购买推特后面的银行财团(MS为首),正在考虑把马斯克的贷款给替换了,原来的利息太高。这样做的好处,是可以减少马斯克的负担。这个新闻表面上看上去平平无奇,但是逻辑","content":"<html><head></head><body><p>昨天晚些时候彭博发了这么一个消息,马斯克购买推特后面的银行财团(MS为首),正在考虑把马斯克的贷款给替换了,原来的利息太高。这样做的好处,是可以减少马斯克的负担。</p><p>这个新闻表面上看上去平平无奇,但是逻辑上却非常不对。银行不就靠着收利息赚钱吗,收的利息越高越好,什么时候突然想到为客户减轻负担,让自己少赚钱?下图是新闻截图。</p><p><img src=\"https://static.tigerbbs.com/a1836dd4ad64a6fbf978703f82765162\" tg-width=\"542\" tg-height=\"369\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据这个新闻,马斯克现在每年的利息支出就是$12亿,这个比我之前的估计还多了$2亿。推特在马斯克手上就是个烫手的山芋,可以让世界首富变成世界首负。下面是我之前对推特收购案中的贷款的评论。</p><p><i>“马斯克一直对11月初卖股没有评论,也就暗示了他可能还会卖股。除了这些可能要退回的外国资金,马斯克收购中还有$130亿银行资金需要偿还,这是大头。目前美国的利率高企,所以这些贷款的年利息就会高达$10亿,再加上推特本身又是个赔钱的公司,所以马斯克现在拿着推特非常难受。屋漏偏逢连夜雨,广告商现在还纷纷退出推特,马斯克裁码农就能解决问题?应该是把问题越搞越大。”</i></p><p>现在回到核心问题,为什么MS要主动帮客户提出减轻利息支出?而且从彭博的新闻来看,MS的态度比马斯克更积极,更想推动给贷款降利息的工作,特别是去置换那部分没有抵押的贷款($30亿)。(The discussions have so far focused on how to replace $3 billion of unsecured debt on which Twitter pays an interest rate of 11.75%)。</p><p>一切都很反常,银行想为了客户降息,客户却不着急(不然这事儿也用不着曝光,很快双方就应该定了)。我能想到的一个合理解释是这样——</p><p>马斯克的特斯拉股票质押率非常高,下表是之前的统计。MS和他的关系最好,所以很有可能这些股票的绝大部分都在MS。根据当前股价来看(每股$170,2020年等同于每股$510),他2020年就质押了大约$450亿,考虑到之前的股价更高,实际套现金额说不定更高,这是个非常大的数字。</p><p><img src=\"https://static.tigerbbs.com/baf49d907cff4d938d3cef8d8240f016\" tg-width=\"658\" tg-height=\"347\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>现在特斯拉股价已经回撤了50%,按照规定,MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多,风控部门已经不允许马斯克继续质押股票了(想想当年乐视老板质押的股票),所以只能让马斯克还钱。但是马斯克现在是没钱的,要还钱就只能大量卖股票,而卖股票对于MS来说就是快速死亡,会触发一系列Margin Call。</p><p>所以MS现在和马斯克绑定到一条船上了,这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关,特斯拉股价能够挺住,不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的,就是帮他债务负担减轻一点。MS要想办法,把那笔没有抵押的$30亿换成有抵押的$30亿,至少在极端情况下,有些资产可以追溯回来。现在这件事没谈下来,可能就是马斯克不同意用资产去质押贷款,即使利息便宜一些,死猪不怕开水烫的样子。</p><p>MS麻烦大了。</p></body></html>","source":"lsy1635821181494","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>观点 | MS的麻烦可能大了</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观点 | MS的麻烦可能大了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:40 北京时间 <a href=https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA><strong>老虎锐评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨天晚些时候彭博发了这么一个消息,马斯克购买推特后面的银行财团(MS为首),正在考虑把马斯克的贷款给替换了,原来的利息太高。这样做的好处,是可以减少马斯克的负担。这个新闻表面上看上去平平无奇,但是逻辑上却非常不对。银行不就靠着收利息赚钱吗,收的利息越高越好,什么时候突然想到为客户减轻负担,让自己少赚钱?下图是新闻截图。根据这个新闻,马斯克现在每年的利息支出就是$12亿,这个比我之前的估计还多了$2...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c0b8b70e62c31099a0930308087d87","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://mp.weixin.qq.com/s/TnWqCOudhAzzghKEUDkblA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195857461","content_text":"昨天晚些时候彭博发了这么一个消息,马斯克购买推特后面的银行财团(MS为首),正在考虑把马斯克的贷款给替换了,原来的利息太高。这样做的好处,是可以减少马斯克的负担。这个新闻表面上看上去平平无奇,但是逻辑上却非常不对。银行不就靠着收利息赚钱吗,收的利息越高越好,什么时候突然想到为客户减轻负担,让自己少赚钱?下图是新闻截图。根据这个新闻,马斯克现在每年的利息支出就是$12亿,这个比我之前的估计还多了$2亿。推特在马斯克手上就是个烫手的山芋,可以让世界首富变成世界首负。下面是我之前对推特收购案中的贷款的评论。“马斯克一直对11月初卖股没有评论,也就暗示了他可能还会卖股。除了这些可能要退回的外国资金,马斯克收购中还有$130亿银行资金需要偿还,这是大头。目前美国的利率高企,所以这些贷款的年利息就会高达$10亿,再加上推特本身又是个赔钱的公司,所以马斯克现在拿着推特非常难受。屋漏偏逢连夜雨,广告商现在还纷纷退出推特,马斯克裁码农就能解决问题?应该是把问题越搞越大。”现在回到核心问题,为什么MS要主动帮客户提出减轻利息支出?而且从彭博的新闻来看,MS的态度比马斯克更积极,更想推动给贷款降利息的工作,特别是去置换那部分没有抵押的贷款($30亿)。(The discussions have so far focused on how to replace $3 billion of unsecured debt on which Twitter pays an interest rate of 11.75%)。一切都很反常,银行想为了客户降息,客户却不着急(不然这事儿也用不着曝光,很快双方就应该定了)。我能想到的一个合理解释是这样——马斯克的特斯拉股票质押率非常高,下表是之前的统计。MS和他的关系最好,所以很有可能这些股票的绝大部分都在MS。根据当前股价来看(每股$170,2020年等同于每股$510),他2020年就质押了大约$450亿,考虑到之前的股价更高,实际套现金额说不定更高,这是个非常大的数字。现在特斯拉股价已经回撤了50%,按照规定,MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多,风控部门已经不允许马斯克继续质押股票了(想想当年乐视老板质押的股票),所以只能让马斯克还钱。但是马斯克现在是没钱的,要还钱就只能大量卖股票,而卖股票对于MS来说就是快速死亡,会触发一系列Margin Call。所以MS现在和马斯克绑定到一条船上了,这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关,特斯拉股价能够挺住,不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的,就是帮他债务负担减轻一点。MS要想办法,把那笔没有抵押的$30亿换成有抵押的$30亿,至少在极端情况下,有些资产可以追溯回来。现在这件事没谈下来,可能就是马斯克不同意用资产去质押贷款,即使利息便宜一些,死猪不怕开水烫的样子。MS麻烦大了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629650930,"gmtCreate":1670491153921,"gmtModify":1670491154888,"author":{"id":"3548214933324258","authorId":"3548214933324258","name":"BELIM","avatar":"https://static.tigerbbs.com/ecdad4fb47a93e065025fd15e499be6f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548214933324258","idStr":"3548214933324258"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$ </a>国美只有一条路,就是黄光裕直接下场带货。买点,希望大佬有一天会放下身段","listText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$ </a>国美只有一条路,就是黄光裕直接下场带货。买点,希望大佬有一天会放下身段","text":"$国美零售(00493)$ 国美只有一条路,就是黄光裕直接下场带货。买点,希望大佬有一天会放下身段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629650930","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663751276,"gmtCreate":1663543202295,"gmtModify":1663543203510,"author":{"id":"3548214933324258","authorId":"3548214933324258","name":"BELIM","avatar":"https://static.tigerbbs.com/ecdad4fb47a93e065025fd15e499be6f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548214933324258","idStr":"3548214933324258"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663751276","repostId":"2268493198","repostType":2,"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617872104,"gmtCreate":1654215722309,"gmtModify":1704859130318,"author":{"id":"3548214933324258","authorId":"3548214933324258","name":"BELIM","avatar":"https://static.tigerbbs.com/ecdad4fb47a93e065025fd15e499be6f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548214933324258","idStr":"3548214933324258"},"themes":[],"htmlText":"狗盛反买,别墅靠海","listText":"狗盛反买,别墅靠海","text":"狗盛反买,别墅靠海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617872104","repostId":"1187616088","repostType":2,"repost":{"id":"1187616088","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1654214440,"share":"https://www.laohu8.com/m/news/1187616088?lang=&edition=full","pubTime":"2022-06-03 08:00","market":"hk","language":"zh","title":"昨夜今晨 | 科技股引领股指反弹!热门中概全天亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1187616088","media":"老虎资讯综合","summary":"摘要:①美股集体收高,道指涨1.33%,纳指涨2.69%;②又有华尔街大亨唱衰经济,高盛总裁称各类冲击史无前例;③欧盟正式批准第六轮对俄制裁;④周五非农悬了? 美国5月小非农创新冠爆发以来最低增长幅度","content":"<html><head></head><body><blockquote>摘要:①美股集体收高,道指涨1.33%,纳指涨2.69%;②又有华尔街大亨唱衰经济,<a href=\"https://laohu8.com/S/GS\">高盛</a>总裁称各类冲击史无前例;③欧盟正式批准第六轮对俄制裁;④周五非农悬了? 美国5月小非农创新冠爆发以来最低增长幅度。</blockquote><p>海外市场</p><p>1、美股集体收高科技股领涨 热门中概股表现亮眼<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>大涨超15%</p><p>美股周四收高,三大股指结束两连跌,科技股领涨。</p><p>三大指数集体收涨,道指涨1.33%,纳指涨2.69%,标普500指数涨1.84%。</p><p>盘面上,大型科技股普涨,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近7%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨4.6%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超3%,奈飞涨逾6.3%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨1.68%。</p><p>2、热门中概股周四收盘大涨 贝壳涨超16%<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近11%</p><p>中概股上涨,纳斯达克金龙指数涨4.63%,收于7081点。哔哩哔哩涨10.89%,美团涨8.49%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨7.81%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨7.46%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>涨5.96%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨4.37%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.96%,微博跌4.5%,贝壳涨15.86%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨7.49%。</p><p>新能源汽车中,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨7.17%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨9.64%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.73%。</p><p>3、欧股主要指数多数收涨德国DAX30指数涨1.01%</p><p>欧股主要指数多数收涨,德国DAX30指数涨1.01%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.98%,法国CAC40指数涨1.27%,欧洲斯托克50指数涨0.97%。</p><p>4、OPEC+将提前结束历史性减产 美油周四收高1.4%</p><p>周四原油期货价格低开高走。美国基准的原油价格——西德克萨斯中质原油(WTI)上涨1.4%,收于每桶116.87美元。</p><p>作为国际原油价格基准的ICE布伦特原油期货价格上涨1%,收于每桶117.53美元。</p><p>5、周四纽约黄金期货收高1.2% 疲软ADP就业数据提振金价</p><p>周四纽约现货黄金上涨1.22%,报每盎司1867.98美元。8月交割的黄金期货价格上涨1.23%,收于每盎司1871.40美元。</p><p>国际宏观</p><p>1、又有华尔街大亨唱衰经济,高盛总裁:各类冲击史无前例</p><p>高盛总裁Waldron在投资者会议上发表悲观预测,警告称由于全球经济受到的一系列冲击,未来将步入一段艰难时期。其担忧来自通货膨胀水平、美联储货币政策变化和俄乌冲突带来的风险,这些都可能会使全球经济陷入困境。</p><p>2、美国通胀见顶言之过早!美联储二号人物给9月暂缓加息泼冷水</p><p>美联储副主席布雷纳德表示,市场预计美联储6-7月将分别加息50个基点是合理的,很难找到9月份暂停加息的理由。现在说通胀已经见顶为时太早。前纽约联储主席杜德利也不看好9月就暂停行动的想法。他认为美联储将继续加息以遏制高通胀。</p><p>3、还远远没到底?对冲基金对全球股市越来越悲观</p><p>在2022年开局不利的情况下,对冲基金继续看跌股市。包括 Lansdowne Partners 的 Peter Davies 和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的 Alister Hibbert 在内,业绩表现最佳的基金经理对部分市场甚至整体股市的前景变得更加悲观,认为高增长的科技股尤其令人担忧。</p><p>4、欧盟正式批准第六轮对俄制裁</p><p>据欧盟消息称,在因匈牙利的反对而推迟一天后,欧盟27个成员国正式批准第六轮对俄制裁方案。预计相关制裁措施将于次日正式生效。</p><p>5、周五非农悬了? 美国5月“小非农”创新冠爆发以来最低增长幅度</p><p>ADP报告显示,有“小非农”之称的5月私营企业就业人数仅增长12.8万人,是2020年4月以来的最低增长幅度,并且远低于市场预期的30万人。另外,4月数据也从增加24.7万人下调至20.2万人。但糟糕的小非农可能预示周五的非农数据不太理想。周五美国劳工部将公布5月就业形势报告, 市场预测报告中的非农就业人数增加32.5万人。</p><p>6、欧佩克和“欧佩克+”达成一致 决定加快原油产量</p><p>由沙特主导的石油输出国组织(欧佩克)和俄罗斯等非欧佩克产油国组成的“欧佩克+”达成一致,在2022年7月和8月将原油产量提高64.8万桶/天。在经历2020年原油价格“史无前例”的暴跌后,“欧佩克+”达成有关原油产量的协议,过去几个月中,相关国家每月共计增产40万桶/天左右。有分析表示,沙特等国决定加快原油产量提升速度,既是为了弥补因俄罗斯受到制裁而出现的原油供应短缺,同时也是希望缓解因能源价格飙升而在全球范围内形成的通货膨胀。</p><p>7、美国宣布对俄罗斯实施新一轮制裁</p><p>当地时间6月2日,美国白宫宣布对俄罗斯实施新的制裁。白宫在一份声明中表示,新一轮制裁是美国采取的进一步行动。美国财政部的新制裁将针对俄罗斯重要的政府和商业官员。美国国务院也增加了对与俄罗斯总统普京关系密切的多名俄罗斯富商的制裁。</p><p>8、加拿大央行认为有更大可能性需要加息超过“中性区间”</p><p>加拿大央行周四表示,持续的物价压力使得决策者更有可能需要将利率提高到收缩性水平,以保持通胀预期的锚定。</p><p>在央行将基准政策利率上调0.5个百分点至1.5%后的第二天,央行副行长Paul Beaudry就利率可能升高多少给出了新的指引。政策利率可能会升至加拿大央行认为的“中性区间”(估计在2%至3%之间)的高端,甚至高于这个区间。</p><p>9、美国多地卫生部门宣布发现猴痘病例</p><p>当地时间6月2日,美国芝加哥、费城和洛杉矶的公共卫生部门分别宣布发现猴痘病例,相关病例正在等待美国疾病控制和预防中心的最终确认。</p><p>俄乌局势</p><p>1、俄外交部:欧盟有意将乌克兰推向悬崖边缘</p><p>当地时间6月2日,俄罗斯外交部发表声明说,日前召开的欧盟特别峰会未提及通过和平谈判解决乌克兰局势的方案,欧盟有意将乌克兰推向悬崖边缘。声明说,欧盟特别峰会的结果进一步表明,欧盟成为遵循美国和北约地缘政治方针来遏制俄罗斯的工具。</p><p>2、俄国防部副部长与联合国副秘书长讨论乌克兰人道主义局势</p><p>当地时间6月2日,俄罗斯国防部发布消息说,俄国防部副部长福明当天在莫斯科与到访的联合国负责人道主义事务的副秘书长格里菲思举行会晤,双方讨论了乌克兰人道主义局势,特别是乌粮食外运问题。</p><p>3、俄外交部:欧盟新一轮对俄制裁将自食恶果</p><p>针对欧盟特别峰会就对俄第六轮制裁达成一致,俄罗斯外交部2日发表声明表示,对俄新一轮单边制裁将让欧盟自食恶果。</p><p>俄外交部网站2日发表的声明指出,5月30日至31日在布鲁塞尔举行的欧盟特别峰会的结果再次表明,欧盟已退化为尊奉美国和北约地缘政治方针来遏制俄罗斯的工具。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2240250895\" target=\"_blank\">微软发声警告:美元太强了 这个季度的财报指引得砍掉一些</a></p><p>当地时间周四,美股科技巨头微软突然提交了一份8-K表,宣布下修截至6月30日的2022财年第四财季业绩指引。在这份文件中,微软很简单地表示,受到截至五月的“不利外汇利率变动”影响,公司对季度前瞻指引做出调整。在三大业务板块均受到负面冲击的影响下,季度营收指引区间从524-532亿美元调整为519.4-527.4亿美元,言下之意就是美元升值可能令公司业绩“缩水”4.6亿美元。除了营收外,营运利润和每股盈利数据也稍稍受到影响。</p><p>2、<a href=\"https://laohu8.com/NW/2240815250\" target=\"_blank\">重磅革新要来了:苹果下周公布iPad软件大改 要更像笔记本、不像手机</a></p><p>下周的全球开发者大会上,苹果公布的iPadOS 16将革新多任务界面,iPad将不再只能同时打开两个App,用户更容易切换任务,可以重新设定App窗口大小。苹果还将发布iPhone、Mac、Apple Watch和Apple TV的新软件。</p><p>3、多<a href=\"https://laohu8.com/NW/2240237983\" target=\"_blank\">年收益化为乌有!老虎环球基金年内巨亏52%</a></p><p>一季度业绩暴跌34%、前四个月业绩暴跌40%、前五个月业绩暴跌52%,传奇老虎环球基金(Tiger Global)的亏损仍在像滚雪球般扩大。据媒体报道,受多只股票下跌和私人资产大幅减记的影响,老虎环球基金旗下的对冲基金5月业绩继续暴跌14.2%。而截至4月份,老虎环球在今年的科技股抛售热潮中,遭受了约160亿美元的损失,是有史以来对冲基金遭遇的最大美元跌幅之一。</p><p>4、<a href=\"https://laohu8.com/NW/2240723761\" target=\"_blank\">福特汽车拟在美国投资37亿美元 增加6200个就业岗位</a></p><p>福特汽车公布了扩张和雇佣计划。福特汽车将在密歇根州、俄亥俄州和密苏里州投资37亿美元,增加6200多个新的制造岗位,以支持面向北美的全新的全球野马跑车和Ranger皮卡和面向福特Pro客户的全新电动商用车,以及到2026年底在全球每年生产200万辆电动汽车的整体福特+战略。</p><p>5、<a href=\"https://laohu8.com/NW/1141696321\" target=\"_blank\">Moderna和欧盟同意推迟交付新冠疫苗</a></p><p>Moderna公司和欧盟委员会共同修订合作协议,允许欧盟成员国在2022年晚些时候或2023年初期获得新冠疫苗。Moderna供应的新冠疫苗Spikevax的加强针原计划于2022年第二季度交付。这一举动可能暗示欧洲市场对新冠疫苗的需求即将下滑。有华尔街分析师预计,由于供应量较充足,新冠疫苗和治疗药物的销售额将趋于平稳,而一些疫苗供应商则表示正在继续评估需求前景。</p><p>6、<a href=\"https://laohu8.com/NW/2240237289\" target=\"_blank\">沃尔玛数千家门店发展电商 试图抗衡亚马逊</a></p><p>沃尔玛正在依靠其数千家门店发展电子商务,试图从亚马逊夺取市场份额。沃尔玛美国公司首席电子商务官Tom Ward对媒体表示,沃尔玛的门店正在成为一个可购物的配送中心(类似亚马逊的fulfillment center),可以通过无人机送货等方式缩短运送距离,在最短的时间内将商品派送到顾客手中。</p><p>7、再生元向<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>购买抗癌药 交易金额高达11亿美元</p><p>再生元同意向合作伙伴赛诺菲购买免疫肿瘤药物Libtayo(西米普利单抗),交易金额达11亿美元。此次交易是双方2015年签订的全球免疫肿瘤许可暨合作协议的延续。交易前,双方平分Libtayo的全球销售利润并在美国共同商业化Libtayo,而全球其他地方的商业化由赛诺菲全权负责。</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>昨夜今晨 | 科技股引领股指反弹!热门中概全天亮眼</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{ 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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昨夜今晨 | 科技股引领股指反弹!热门中概全天亮眼\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\">2022-06-03 08:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股集体收高,道指涨1.33%,纳指涨2.69%;②又有华尔街大亨唱衰经济,<a href=\"https://laohu8.com/S/GS\">高盛</a>总裁称各类冲击史无前例;③欧盟正式批准第六轮对俄制裁;④周五非农悬了? 美国5月小非农创新冠爆发以来最低增长幅度。</blockquote><p>海外市场</p><p>1、美股集体收高科技股领涨 热门中概股表现亮眼<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>大涨超15%</p><p>美股周四收高,三大股指结束两连跌,科技股领涨。</p><p>三大指数集体收涨,道指涨1.33%,纳指涨2.69%,标普500指数涨1.84%。</p><p>盘面上,大型科技股普涨,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近7%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨4.6%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超3%,奈飞涨逾6.3%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨1.68%。</p><p>2、热门中概股周四收盘大涨 贝壳涨超16%<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近11%</p><p>中概股上涨,纳斯达克金龙指数涨4.63%,收于7081点。哔哩哔哩涨10.89%,美团涨8.49%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨7.81%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨7.46%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>涨5.96%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨4.37%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.96%,微博跌4.5%,贝壳涨15.86%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨7.49%。</p><p>新能源汽车中,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨7.17%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨9.64%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨3.73%。</p><p>3、欧股主要指数多数收涨德国DAX30指数涨1.01%</p><p>欧股主要指数多数收涨,德国DAX30指数涨1.01%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.98%,法国CAC40指数涨1.27%,欧洲斯托克50指数涨0.97%。</p><p>4、OPEC+将提前结束历史性减产 美油周四收高1.4%</p><p>周四原油期货价格低开高走。美国基准的原油价格——西德克萨斯中质原油(WTI)上涨1.4%,收于每桶116.87美元。</p><p>作为国际原油价格基准的ICE布伦特原油期货价格上涨1%,收于每桶117.53美元。</p><p>5、周四纽约黄金期货收高1.2% 疲软ADP就业数据提振金价</p><p>周四纽约现货黄金上涨1.22%,报每盎司1867.98美元。8月交割的黄金期货价格上涨1.23%,收于每盎司1871.40美元。</p><p>国际宏观</p><p>1、又有华尔街大亨唱衰经济,高盛总裁:各类冲击史无前例</p><p>高盛总裁Waldron在投资者会议上发表悲观预测,警告称由于全球经济受到的一系列冲击,未来将步入一段艰难时期。其担忧来自通货膨胀水平、美联储货币政策变化和俄乌冲突带来的风险,这些都可能会使全球经济陷入困境。</p><p>2、美国通胀见顶言之过早!美联储二号人物给9月暂缓加息泼冷水</p><p>美联储副主席布雷纳德表示,市场预计美联储6-7月将分别加息50个基点是合理的,很难找到9月份暂停加息的理由。现在说通胀已经见顶为时太早。前纽约联储主席杜德利也不看好9月就暂停行动的想法。他认为美联储将继续加息以遏制高通胀。</p><p>3、还远远没到底?对冲基金对全球股市越来越悲观</p><p>在2022年开局不利的情况下,对冲基金继续看跌股市。包括 Lansdowne Partners 的 Peter Davies 和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的 Alister Hibbert 在内,业绩表现最佳的基金经理对部分市场甚至整体股市的前景变得更加悲观,认为高增长的科技股尤其令人担忧。</p><p>4、欧盟正式批准第六轮对俄制裁</p><p>据欧盟消息称,在因匈牙利的反对而推迟一天后,欧盟27个成员国正式批准第六轮对俄制裁方案。预计相关制裁措施将于次日正式生效。</p><p>5、周五非农悬了? 美国5月“小非农”创新冠爆发以来最低增长幅度</p><p>ADP报告显示,有“小非农”之称的5月私营企业就业人数仅增长12.8万人,是2020年4月以来的最低增长幅度,并且远低于市场预期的30万人。另外,4月数据也从增加24.7万人下调至20.2万人。但糟糕的小非农可能预示周五的非农数据不太理想。周五美国劳工部将公布5月就业形势报告, 市场预测报告中的非农就业人数增加32.5万人。</p><p>6、欧佩克和“欧佩克+”达成一致 决定加快原油产量</p><p>由沙特主导的石油输出国组织(欧佩克)和俄罗斯等非欧佩克产油国组成的“欧佩克+”达成一致,在2022年7月和8月将原油产量提高64.8万桶/天。在经历2020年原油价格“史无前例”的暴跌后,“欧佩克+”达成有关原油产量的协议,过去几个月中,相关国家每月共计增产40万桶/天左右。有分析表示,沙特等国决定加快原油产量提升速度,既是为了弥补因俄罗斯受到制裁而出现的原油供应短缺,同时也是希望缓解因能源价格飙升而在全球范围内形成的通货膨胀。</p><p>7、美国宣布对俄罗斯实施新一轮制裁</p><p>当地时间6月2日,美国白宫宣布对俄罗斯实施新的制裁。白宫在一份声明中表示,新一轮制裁是美国采取的进一步行动。美国财政部的新制裁将针对俄罗斯重要的政府和商业官员。美国国务院也增加了对与俄罗斯总统普京关系密切的多名俄罗斯富商的制裁。</p><p>8、加拿大央行认为有更大可能性需要加息超过“中性区间”</p><p>加拿大央行周四表示,持续的物价压力使得决策者更有可能需要将利率提高到收缩性水平,以保持通胀预期的锚定。</p><p>在央行将基准政策利率上调0.5个百分点至1.5%后的第二天,央行副行长Paul Beaudry就利率可能升高多少给出了新的指引。政策利率可能会升至加拿大央行认为的“中性区间”(估计在2%至3%之间)的高端,甚至高于这个区间。</p><p>9、美国多地卫生部门宣布发现猴痘病例</p><p>当地时间6月2日,美国芝加哥、费城和洛杉矶的公共卫生部门分别宣布发现猴痘病例,相关病例正在等待美国疾病控制和预防中心的最终确认。</p><p>俄乌局势</p><p>1、俄外交部:欧盟有意将乌克兰推向悬崖边缘</p><p>当地时间6月2日,俄罗斯外交部发表声明说,日前召开的欧盟特别峰会未提及通过和平谈判解决乌克兰局势的方案,欧盟有意将乌克兰推向悬崖边缘。声明说,欧盟特别峰会的结果进一步表明,欧盟成为遵循美国和北约地缘政治方针来遏制俄罗斯的工具。</p><p>2、俄国防部副部长与联合国副秘书长讨论乌克兰人道主义局势</p><p>当地时间6月2日,俄罗斯国防部发布消息说,俄国防部副部长福明当天在莫斯科与到访的联合国负责人道主义事务的副秘书长格里菲思举行会晤,双方讨论了乌克兰人道主义局势,特别是乌粮食外运问题。</p><p>3、俄外交部:欧盟新一轮对俄制裁将自食恶果</p><p>针对欧盟特别峰会就对俄第六轮制裁达成一致,俄罗斯外交部2日发表声明表示,对俄新一轮单边制裁将让欧盟自食恶果。</p><p>俄外交部网站2日发表的声明指出,5月30日至31日在布鲁塞尔举行的欧盟特别峰会的结果再次表明,欧盟已退化为尊奉美国和北约地缘政治方针来遏制俄罗斯的工具。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2240250895\" target=\"_blank\">微软发声警告:美元太强了 这个季度的财报指引得砍掉一些</a></p><p>当地时间周四,美股科技巨头微软突然提交了一份8-K表,宣布下修截至6月30日的2022财年第四财季业绩指引。在这份文件中,微软很简单地表示,受到截至五月的“不利外汇利率变动”影响,公司对季度前瞻指引做出调整。在三大业务板块均受到负面冲击的影响下,季度营收指引区间从524-532亿美元调整为519.4-527.4亿美元,言下之意就是美元升值可能令公司业绩“缩水”4.6亿美元。除了营收外,营运利润和每股盈利数据也稍稍受到影响。</p><p>2、<a href=\"https://laohu8.com/NW/2240815250\" target=\"_blank\">重磅革新要来了:苹果下周公布iPad软件大改 要更像笔记本、不像手机</a></p><p>下周的全球开发者大会上,苹果公布的iPadOS 16将革新多任务界面,iPad将不再只能同时打开两个App,用户更容易切换任务,可以重新设定App窗口大小。苹果还将发布iPhone、Mac、Apple Watch和Apple TV的新软件。</p><p>3、多<a href=\"https://laohu8.com/NW/2240237983\" target=\"_blank\">年收益化为乌有!老虎环球基金年内巨亏52%</a></p><p>一季度业绩暴跌34%、前四个月业绩暴跌40%、前五个月业绩暴跌52%,传奇老虎环球基金(Tiger Global)的亏损仍在像滚雪球般扩大。据媒体报道,受多只股票下跌和私人资产大幅减记的影响,老虎环球基金旗下的对冲基金5月业绩继续暴跌14.2%。而截至4月份,老虎环球在今年的科技股抛售热潮中,遭受了约160亿美元的损失,是有史以来对冲基金遭遇的最大美元跌幅之一。</p><p>4、<a href=\"https://laohu8.com/NW/2240723761\" target=\"_blank\">福特汽车拟在美国投资37亿美元 增加6200个就业岗位</a></p><p>福特汽车公布了扩张和雇佣计划。福特汽车将在密歇根州、俄亥俄州和密苏里州投资37亿美元,增加6200多个新的制造岗位,以支持面向北美的全新的全球野马跑车和Ranger皮卡和面向福特Pro客户的全新电动商用车,以及到2026年底在全球每年生产200万辆电动汽车的整体福特+战略。</p><p>5、<a href=\"https://laohu8.com/NW/1141696321\" target=\"_blank\">Moderna和欧盟同意推迟交付新冠疫苗</a></p><p>Moderna公司和欧盟委员会共同修订合作协议,允许欧盟成员国在2022年晚些时候或2023年初期获得新冠疫苗。Moderna供应的新冠疫苗Spikevax的加强针原计划于2022年第二季度交付。这一举动可能暗示欧洲市场对新冠疫苗的需求即将下滑。有华尔街分析师预计,由于供应量较充足,新冠疫苗和治疗药物的销售额将趋于平稳,而一些疫苗供应商则表示正在继续评估需求前景。</p><p>6、<a href=\"https://laohu8.com/NW/2240237289\" target=\"_blank\">沃尔玛数千家门店发展电商 试图抗衡亚马逊</a></p><p>沃尔玛正在依靠其数千家门店发展电子商务,试图从亚马逊夺取市场份额。沃尔玛美国公司首席电子商务官Tom Ward对媒体表示,沃尔玛的门店正在成为一个可购物的配送中心(类似亚马逊的fulfillment center),可以通过无人机送货等方式缩短运送距离,在最短的时间内将商品派送到顾客手中。</p><p>7、再生元向<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>购买抗癌药 交易金额高达11亿美元</p><p>再生元同意向合作伙伴赛诺菲购买免疫肿瘤药物Libtayo(西米普利单抗),交易金额达11亿美元。此次交易是双方2015年签订的全球免疫肿瘤许可暨合作协议的延续。交易前,双方平分Libtayo的全球销售利润并在美国共同商业化Libtayo,而全球其他地方的商业化由赛诺菲全权负责。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187616088","content_text":"摘要:①美股集体收高,道指涨1.33%,纳指涨2.69%;②又有华尔街大亨唱衰经济,高盛总裁称各类冲击史无前例;③欧盟正式批准第六轮对俄制裁;④周五非农悬了? 美国5月小非农创新冠爆发以来最低增长幅度。海外市场1、美股集体收高科技股领涨 热门中概股表现亮眼贝壳大涨超15%美股周四收高,三大股指结束两连跌,科技股领涨。三大指数集体收涨,道指涨1.33%,纳指涨2.69%,标普500指数涨1.84%。盘面上,大型科技股普涨,英伟达涨近7%,特斯拉涨4.6%,谷歌、亚马逊涨超3%,奈飞涨逾6.3%,苹果上涨1.68%。2、热门中概股周四收盘大涨 贝壳涨超16%哔哩哔哩涨近11%中概股上涨,纳斯达克金龙指数涨4.63%,收于7081点。哔哩哔哩涨10.89%,美团涨8.49%,网易有道涨7.81%,爱奇艺涨7.46%,知乎涨5.96%,阿里巴巴涨4.37%,京东涨3.96%,微博跌4.5%,贝壳涨15.86%,拼多多涨7.49%。新能源汽车中,蔚来涨7.17%,小鹏汽车涨9.64%,理想汽车涨3.73%。3、欧股主要指数多数收涨德国DAX30指数涨1.01%欧股主要指数多数收涨,德国DAX30指数涨1.01%,英国富时100指数跌0.98%,法国CAC40指数涨1.27%,欧洲斯托克50指数涨0.97%。4、OPEC+将提前结束历史性减产 美油周四收高1.4%周四原油期货价格低开高走。美国基准的原油价格——西德克萨斯中质原油(WTI)上涨1.4%,收于每桶116.87美元。作为国际原油价格基准的ICE布伦特原油期货价格上涨1%,收于每桶117.53美元。5、周四纽约黄金期货收高1.2% 疲软ADP就业数据提振金价周四纽约现货黄金上涨1.22%,报每盎司1867.98美元。8月交割的黄金期货价格上涨1.23%,收于每盎司1871.40美元。国际宏观1、又有华尔街大亨唱衰经济,高盛总裁:各类冲击史无前例高盛总裁Waldron在投资者会议上发表悲观预测,警告称由于全球经济受到的一系列冲击,未来将步入一段艰难时期。其担忧来自通货膨胀水平、美联储货币政策变化和俄乌冲突带来的风险,这些都可能会使全球经济陷入困境。2、美国通胀见顶言之过早!美联储二号人物给9月暂缓加息泼冷水美联储副主席布雷纳德表示,市场预计美联储6-7月将分别加息50个基点是合理的,很难找到9月份暂停加息的理由。现在说通胀已经见顶为时太早。前纽约联储主席杜德利也不看好9月就暂停行动的想法。他认为美联储将继续加息以遏制高通胀。3、还远远没到底?对冲基金对全球股市越来越悲观在2022年开局不利的情况下,对冲基金继续看跌股市。包括 Lansdowne Partners 的 Peter Davies 和贝莱德的 Alister Hibbert 在内,业绩表现最佳的基金经理对部分市场甚至整体股市的前景变得更加悲观,认为高增长的科技股尤其令人担忧。4、欧盟正式批准第六轮对俄制裁据欧盟消息称,在因匈牙利的反对而推迟一天后,欧盟27个成员国正式批准第六轮对俄制裁方案。预计相关制裁措施将于次日正式生效。5、周五非农悬了? 美国5月“小非农”创新冠爆发以来最低增长幅度ADP报告显示,有“小非农”之称的5月私营企业就业人数仅增长12.8万人,是2020年4月以来的最低增长幅度,并且远低于市场预期的30万人。另外,4月数据也从增加24.7万人下调至20.2万人。但糟糕的小非农可能预示周五的非农数据不太理想。周五美国劳工部将公布5月就业形势报告, 市场预测报告中的非农就业人数增加32.5万人。6、欧佩克和“欧佩克+”达成一致 决定加快原油产量由沙特主导的石油输出国组织(欧佩克)和俄罗斯等非欧佩克产油国组成的“欧佩克+”达成一致,在2022年7月和8月将原油产量提高64.8万桶/天。在经历2020年原油价格“史无前例”的暴跌后,“欧佩克+”达成有关原油产量的协议,过去几个月中,相关国家每月共计增产40万桶/天左右。有分析表示,沙特等国决定加快原油产量提升速度,既是为了弥补因俄罗斯受到制裁而出现的原油供应短缺,同时也是希望缓解因能源价格飙升而在全球范围内形成的通货膨胀。7、美国宣布对俄罗斯实施新一轮制裁当地时间6月2日,美国白宫宣布对俄罗斯实施新的制裁。白宫在一份声明中表示,新一轮制裁是美国采取的进一步行动。美国财政部的新制裁将针对俄罗斯重要的政府和商业官员。美国国务院也增加了对与俄罗斯总统普京关系密切的多名俄罗斯富商的制裁。8、加拿大央行认为有更大可能性需要加息超过“中性区间”加拿大央行周四表示,持续的物价压力使得决策者更有可能需要将利率提高到收缩性水平,以保持通胀预期的锚定。在央行将基准政策利率上调0.5个百分点至1.5%后的第二天,央行副行长Paul Beaudry就利率可能升高多少给出了新的指引。政策利率可能会升至加拿大央行认为的“中性区间”(估计在2%至3%之间)的高端,甚至高于这个区间。9、美国多地卫生部门宣布发现猴痘病例当地时间6月2日,美国芝加哥、费城和洛杉矶的公共卫生部门分别宣布发现猴痘病例,相关病例正在等待美国疾病控制和预防中心的最终确认。俄乌局势1、俄外交部:欧盟有意将乌克兰推向悬崖边缘当地时间6月2日,俄罗斯外交部发表声明说,日前召开的欧盟特别峰会未提及通过和平谈判解决乌克兰局势的方案,欧盟有意将乌克兰推向悬崖边缘。声明说,欧盟特别峰会的结果进一步表明,欧盟成为遵循美国和北约地缘政治方针来遏制俄罗斯的工具。2、俄国防部副部长与联合国副秘书长讨论乌克兰人道主义局势当地时间6月2日,俄罗斯国防部发布消息说,俄国防部副部长福明当天在莫斯科与到访的联合国负责人道主义事务的副秘书长格里菲思举行会晤,双方讨论了乌克兰人道主义局势,特别是乌粮食外运问题。3、俄外交部:欧盟新一轮对俄制裁将自食恶果针对欧盟特别峰会就对俄第六轮制裁达成一致,俄罗斯外交部2日发表声明表示,对俄新一轮单边制裁将让欧盟自食恶果。俄外交部网站2日发表的声明指出,5月30日至31日在布鲁塞尔举行的欧盟特别峰会的结果再次表明,欧盟已退化为尊奉美国和北约地缘政治方针来遏制俄罗斯的工具。公司新闻1、微软发声警告:美元太强了 这个季度的财报指引得砍掉一些当地时间周四,美股科技巨头微软突然提交了一份8-K表,宣布下修截至6月30日的2022财年第四财季业绩指引。在这份文件中,微软很简单地表示,受到截至五月的“不利外汇利率变动”影响,公司对季度前瞻指引做出调整。在三大业务板块均受到负面冲击的影响下,季度营收指引区间从524-532亿美元调整为519.4-527.4亿美元,言下之意就是美元升值可能令公司业绩“缩水”4.6亿美元。除了营收外,营运利润和每股盈利数据也稍稍受到影响。2、重磅革新要来了:苹果下周公布iPad软件大改 要更像笔记本、不像手机下周的全球开发者大会上,苹果公布的iPadOS 16将革新多任务界面,iPad将不再只能同时打开两个App,用户更容易切换任务,可以重新设定App窗口大小。苹果还将发布iPhone、Mac、Apple Watch和Apple TV的新软件。3、多年收益化为乌有!老虎环球基金年内巨亏52%一季度业绩暴跌34%、前四个月业绩暴跌40%、前五个月业绩暴跌52%,传奇老虎环球基金(Tiger Global)的亏损仍在像滚雪球般扩大。据媒体报道,受多只股票下跌和私人资产大幅减记的影响,老虎环球基金旗下的对冲基金5月业绩继续暴跌14.2%。而截至4月份,老虎环球在今年的科技股抛售热潮中,遭受了约160亿美元的损失,是有史以来对冲基金遭遇的最大美元跌幅之一。4、福特汽车拟在美国投资37亿美元 增加6200个就业岗位福特汽车公布了扩张和雇佣计划。福特汽车将在密歇根州、俄亥俄州和密苏里州投资37亿美元,增加6200多个新的制造岗位,以支持面向北美的全新的全球野马跑车和Ranger皮卡和面向福特Pro客户的全新电动商用车,以及到2026年底在全球每年生产200万辆电动汽车的整体福特+战略。5、Moderna和欧盟同意推迟交付新冠疫苗Moderna公司和欧盟委员会共同修订合作协议,允许欧盟成员国在2022年晚些时候或2023年初期获得新冠疫苗。Moderna供应的新冠疫苗Spikevax的加强针原计划于2022年第二季度交付。这一举动可能暗示欧洲市场对新冠疫苗的需求即将下滑。有华尔街分析师预计,由于供应量较充足,新冠疫苗和治疗药物的销售额将趋于平稳,而一些疫苗供应商则表示正在继续评估需求前景。6、沃尔玛数千家门店发展电商 试图抗衡亚马逊沃尔玛正在依靠其数千家门店发展电子商务,试图从亚马逊夺取市场份额。沃尔玛美国公司首席电子商务官Tom Ward对媒体表示,沃尔玛的门店正在成为一个可购物的配送中心(类似亚马逊的fulfillment center),可以通过无人机送货等方式缩短运送距离,在最短的时间内将商品派送到顾客手中。7、再生元向赛诺菲购买抗癌药 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