九天仙女的个人主页 - 老虎社区

九天仙女

九天仙女

星球玩家

IP属地：北京

56关注

6粉丝

3主题

0勋章

09-23

$特朗普媒体科技集团(DJT)$ 一定看多

09-18

$特朗普媒体科技集团(DJT)$ 随时会直接暴涨90%

09-18

$特朗普媒体科技集团(DJT)$ 随时会直接暴涨90%

09-05

$特朗普媒体科技集团(DJT)$ 隔空喊话特朗普彻底不要脸的下跌📉寒了投资者的心，希望川普你能长点志气与支持你的投资者们一起涨涨涨，临近大选你却软弱无力跌跌不休让支持你的投资者们情何以堪

08-31

$Faraday Future(FFIE)$ 隔空喊话贾跃亭我们不停的在坚持力挺你买买买，你倒是自己争口气啊😧跌跌不休何时休啊

08-31

$特朗普媒体科技集团(DJT)$ 老特你就使劲的洗吧，随时一根大阳线拔地而起

08-24

$Faraday Future(FFIE)$ 隔空喊话贾跃亭，我们支持你买买买，力挺你赢赢赢，别给中国人丢脸，拉爆空头，一口气拉到让所有的空头怀疑人生。贾跃亭你是全美最亮的仔

08-08

$Marathon Digital Holdings Inc(MARA)$ 这么多人看空啊

07-27

$特斯拉(TSLA)$ 一定是看涨啊，看涨300

07-23

$微软(MSFT)$ 窝靠居然涨了

06-26

贾跃亭狗神奇了居然有上亿的交易量

大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值

06-19

$Viking Therapeutics, Inc.(VKTX)$ 这样的骚操作太愚蠢了

05-20

$Faraday Future(FFIE)$ 进场被活埋了

05-18

$Faraday Future(FFIE)$

05-18

$Faraday Future(FFIE)$ 进去就被火葬了吧

02-13

穷鬼已送走，迎接涨涨涨

02-13

Replying to @涛身衣旧:我的缺点不割肉[开心]//@涛身衣旧:学会止损，就能不穷。

02-13

恭喜发财送走穷鬼

02-10

新年快乐！投资赚嗨嗨

01-19

$Marathon Digital Holdings Inc(MARA)$ 见底了吧

去老虎APP查看更多动态

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窝靠居然涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330282681815248","isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321055110942896,"gmtCreate":1719412894192,"gmtModify":1719412896059,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548288484713141","idStr":"3548288484713141"},"themes":[],"htmlText":"贾跃亭狗神奇了居然有上亿的交易量","listText":"贾跃亭狗神奇了居然有上亿的交易量","text":"贾跃亭狗神奇了居然有上亿的交易量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321055110942896","repostId":"2446735310","repostType":2,"repost":{"id":"2446735310","kind":"highlight","pubTimestamp":1719388717,"share":"https://www.laohu8.com/m/news/2446735310?lang=&edition=full","pubTime":"2024-06-26 15:58","market":"us","language":"zh","title":"大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2446735310","media":"雷递网","summary":"电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。","content":"<p>电动汽车公司<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a> （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。</p><p>据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian上市公司股份，20亿成立合资公司，首批以无担保可转债模式投资10亿美金。这笔投资再次掀起了对AI EV产业投资价值的讨论，Rivian 盘后和夜盘交易大涨。</p><p>贾跃亭在视频中表示，这确实是一个产业的大新闻，证明我们更要继续努力，让FF拥有的独特价值能够尽快释放。</p><p>在他看来，<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>重金投资Rivian，主要是基于五点原因及价值回报：1、先进的整车电动平台和软件技术以及对大众集团的反哺；2，电动皮卡车型和suv车型；3，美国AI EV公司的独特价值；4，美国作为AI EV最大的蓝海市场；5，大众50亿投资Rivian可能带来的巨大资本回报，这是一个非常聪明的投资产品设计、定价模式和付款节奏，对大众汽车非常有利，可能大众只需投入第一笔的10亿美元，就可能获得数倍回报，这些挣的钱可能就足以投资接下来那四十亿美金。这也是美国AI EV产业土壤培育出的超级资本价值。</p><p>“传统汽车巨头对新兴AI EV公司的再一次的巨额投资，让我更加坚定了FF的战略和价值。” 贾跃亭表示，“我认为FF拥有更为塔尖的aiHyper 6*4 Architecture 2.0，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动整车平台、以及独特的AI平台和软件技术。”</p><p>贾跃亭表示，Rivian的车型主打塔腰市场。与Rivian不同的是，FF车型规划，会有更大的蓝海空间：一是FF的塔尖车型和塔尖市场，二是桥梁战略的第二品牌放量车型和大众市场。FF现在的资本市场价值和真实价值是在市场上是完全背离的。</p><p>贾跃亭说，“这笔投资也更加证明美国AI EV市场的巨大潜力，技术和产品的领先性，是全球巨头所追捧的，也正是我当时在美国选择创办FF的重要原因。我们一定会继续努力，尽快释放出FF巨大的潜力和无限的可能。”</p>","source":"leinews_highlight","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>大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值</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大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 15:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n27000/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian...</p>\n\n<a href=\"https://www.leinews.com/n27000/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20240626/6385501431171709236812994.png","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4588":"碎股","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商","FFIE":"Faraday Future"},"source_url":"https://www.leinews.com/n27000/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446735310","content_text":"电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian上市公司股份，20亿成立合资公司，首批以无担保可转债模式投资10亿美金。这笔投资再次掀起了对AI EV产业投资价值的讨论，Rivian 盘后和夜盘交易大涨。贾跃亭在视频中表示，这确实是一个产业的大新闻，证明我们更要继续努力，让FF拥有的独特价值能够尽快释放。在他看来，大众集团重金投资Rivian，主要是基于五点原因及价值回报：1、先进的整车电动平台和软件技术以及对大众集团的反哺；2，电动皮卡车型和suv车型；3，美国AI EV公司的独特价值；4，美国作为AI EV最大的蓝海市场；5，大众50亿投资Rivian可能带来的巨大资本回报，这是一个非常聪明的投资产品设计、定价模式和付款节奏，对大众汽车非常有利，可能大众只需投入第一笔的10亿美元，就可能获得数倍回报，这些挣的钱可能就足以投资接下来那四十亿美金。这也是美国AI EV产业土壤培育出的超级资本价值。“传统汽车巨头对新兴AI EV公司的再一次的巨额投资，让我更加坚定了FF的战略和价值。” 贾跃亭表示，“我认为FF拥有更为塔尖的aiHyper 6*4 Architecture 2.0，智能电动整车平台、以及独特的AI平台和软件技术。”贾跃亭表示，Rivian的车型主打塔腰市场。与Rivian不同的是，FF车型规划，会有更大的蓝海空间：一是FF的塔尖车型和塔尖市场，二是桥梁战略的第二品牌放量车型和大众市场。FF现在的资本市场价值和真实价值是在市场上是完全背离的。贾跃亭说，“这笔投资也更加证明美国AI EV市场的巨大潜力，技术和产品的领先性，是全球巨头所追捧的，也正是我当时在美国选择创办FF的重要原因。我们一定会继续努力，尽快释放出FF巨大的潜力和无限的可能。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318237736353888,"gmtCreate":1718733404213,"gmtModify":1718746497688,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548288484713141","idStr":"3548288484713141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VKTX\">$Viking Therapeutics, Inc.(VKTX)$</a> 这样的骚操作太愚蠢了","listText":"<a href=\"https://laohu8.com/S/VKTX\">$Viking Therapeutics, Inc.(VKTX)$</a> 这样的骚操作太愚蠢了","text":"$Viking Therapeutics, Inc.(VKTX)$ 这样的骚操作太愚蠢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318237736353888","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307913656389768,"gmtCreate":1716196069069,"gmtModify":1716196070829,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548288484713141","idStr":"3548288484713141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 进场被活埋了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 进场被活埋了","text":"$Faraday Future(FFIE)$ 进场被活埋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307913656389768","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306966187974936,"gmtCreate":1715977575530,"gmtModify":1715977576487,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548288484713141","idStr":"3548288484713141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Faraday Future(FFIE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306966187974936","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306966506664208,"gmtCreate":1715977566844,"gmtModify":1715977568253,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3548288484713141","idStr":"3548288484713141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>进去就被火葬了吧","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>进去就被火葬了吧","text":"$Faraday Future(FFIE)$ 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都没有退市粉单的股量大，可想而知贾跃亭有多臭，垃圾中的垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215233929937088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307913656389768,"gmtCreate":1716196069069,"gmtModify":1716196070829,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548288484713141","authorIdStr":"3548288484713141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 进场被活埋了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday 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Inc.(RIVN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/207182318493912","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"我28块没卖，等财报后上30，好后悔。","text":"我28块没卖，等财报后上30，好后悔。","html":"我28块没卖，等财报后上30，好后悔。"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331804609015880,"gmtCreate":1722014134195,"gmtModify":1722014135626,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548288484713141","authorIdStr":"3548288484713141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 一定是看涨啊，看涨300","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 一定是看涨啊，看涨300","text":"$特斯拉(TSLA)$ 一定是看涨啊，看涨300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331804609015880","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253801611014312,"gmtCreate":1702999588371,"gmtModify":1702999590332,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548288484713141","authorIdStr":"3548288484713141"},"themes":[],"htmlText":"我重仓高途，看好高途","listText":"我重仓高途，看好高途","text":"我重仓高途，看好高途","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253801611014312","repostId":"1105432106","repostType":2,"repost":{"id":"1105432106","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":1702999027,"share":"https://www.laohu8.com/m/news/1105432106?lang=&edition=full","pubTime":"2023-12-19 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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高途盘中反弹逾4%，CEO陈向东回应直播在线人数暴跌\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\">2023-12-19 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaa38bff4752fed2dc05753bbc92107b\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/192cd0abcea5781640ea6a068aa12601","relate_stocks":{"GOTU":"高途"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105432106","content_text":"周五，高途自昨日的大跌中恢复过来，股价低开高走，截至发稿涨幅超4%。消息面上，高途CEO陈向东在直播中回应高途佳品直播间在线人数从10万人跌至4000人。陈向东表示，用数据的高低来证明是否成功，容易造成一种假象。当潮水退去，要脚踏实地地做以前做的事；真正的高手是要有平常心的，不要因为别人的评价有坏心情，也不要因为别人的表扬冲昏头脑，我们要成为最好的自己。","news_type":1},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227104972329000,"gmtCreate":1696453610317,"gmtModify":1696453611073,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548288484713141","authorIdStr":"3548288484713141"},"themes":[],"htmlText":"<a 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看好台积电继续上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659902279","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627633590,"gmtCreate":1678258574010,"gmtModify":1678258703137,"author":{"id":"3548288484713141","authorId":"3548288484713141","name":"九天仙女","avatar":"https://static.tigerbbs.com/090964fe9ac33f191a11903a8865dadb","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548288484713141","authorIdStr":"3548288484713141"},"themes":[],"htmlText":"再跌就抄底","listText":"再跌就抄底","text":"再跌就抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627633590","repostId":"1169400394","repostType":2,"repost":{"id":"1169400394","kind":"news","pubTimestamp":1678241120,"share":"https://www.laohu8.com/m/news/1169400394?lang=&edition=full","pubTime":"2023-03-08 10:05","market":"us","language":"zh","title":"加息或更快、更高、更持久！一文读懂鲍威尔重磅讲话","url":"https://stock-news.laohu8.com/highlight/detail?id=1169400394","media":"华尔街见闻","summary":"通胀还远高于目标2%，不考虑改变此目标。","content":"<html><head></head><body><blockquote>国会听证会首日，鲍威尔称，若整体数据暗示有必要加快紧缩，联储将准备加快加息步伐；历史纪录警告不可过早放松政策，联储将坚持到底；通胀还远高于目标2%，不考虑改变此目标；</blockquote><p>通胀压力高于上次会议预期，关键通胀指标核心服务通胀几无放缓迹象；联储抗通胀侧重商品、住房和服务通胀，紧缩效果可能未充分体现；不提高债务上限可能造成长期伤害；对加密货币要进行和传统金融资产同样的监管。</p><p>美东时间3月7日周二，美联储主席鲍威尔在美国参议院银行委员会的听证会上作证，警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步，最终利率可能超过联储之前预期水平。</p><p>本次听证会的主题是，美联储上周五公布的半年度货币政策报告。鲍威尔在事先准备的演讲稿中重申，降低通胀的道路可能坎坷，认为超预期强劲的经济数据意味着，终端利率可能比联储此前预计的高。他说：</p><blockquote>近几个月，通胀一直在放缓，但通胀率回落至2%的过程还有很长的路要走，而且（道路）可能是坎坷的。正如我所提到的，最近的经济数据强于预期，这表明，最终的利率水平可能会高于之前的预期。如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。</blockquote><p>紧接着上面这段话，鲍威尔表示，美联储的最高侧重点是，运用联储的工具让通胀率回到联储目标2%，并让长期通胀预期始终很好地锚定。他说：</p><blockquote>历史纪录对过早放松政策发出了严重的警告。我们将坚持到底，直到大功告成。</blockquote><p>本周三，鲍威尔还将在众议院金融服务委员会作证。这是他在本月21日到22日美联储下次议息会议前就利率政策的最后两次公开表态，也是他能影响市场对联储政策预期的最后两次机会。</p><p>本周二鲍威尔称，本月美联储会后将发布的最新点阵图中，利率峰值的预期可能将高于去年12月上次更新的点阵图利率预期。他说，很难估算当前的“中性利率水平”究竟是多少。</p><p>市场反应：美债收益率拉升、美元加速上涨、美股跌幅扩大、预计3月加息50基点几率猛增</p><p>听证会开始前，本周二稍早，有“新美联储通讯社”之称的记者Nick Timiraos就发文称，鲍威尔在发表证词时也许会警告，今年强劲的经济活动可能导致美联储加息的幅度超过他们的预期，以此对抗高通胀。</p><p>鲍威尔有关利率高于预期的言论不算意外，但他同时还坦言准备需要时就加快加息，双重鹰派表态无疑给了市场当头一棒。</p><p>鲍威尔本周二开始讲话后，美国国债收益率在美股早盘直线拉升；美元指数加速上行，重上105.00；美股指跌幅迅速扩大。鲍威尔听证会结束后，三大美股指午盘跌幅进一步扩大，都超过1%，美元指数盘中涨幅扩大到1%以上，午盘涨破105.60，刷新1月6日所创的去年12月7日以来盘中高位。</p><p>基准10年期美债收益率从鲍威尔讲话前的3.95%左右一度重上4.0%，刷新日高，听证会结束后一度降至3.95%下方。对利率更敏感的2年期美债收益率在鲍威尔讲话前处于4.88%下方，讲话期间逼近5.0%，刷新截至上周四连续五日所创的2007年7月以来高位，听证会结束后，美股午盘时段，自2007年7月以来首次升破5.0%。</p><p><img src=\"https://static.tigerbbs.com/9151a89f9f6484f5226ce0223542ce4e\" tg-width=\"500\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>到美股收盘后，芝商所（CME）的“美联储观察工具”显示，美国联邦基金利率期货交易市场预计，3月美联储加息50个基点的几率从一天前的略超过31%升至70%以上，加息25个基点的几率从一天前的接近69%降至不足30%。</p><p><img src=\"https://static.tigerbbs.com/1d31acedeb198d24a93d9c33ecad0d7c\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/>通胀还远高于目标 通胀压力高于上次会议预期 核心服务通胀几无放缓迹象</p><p>最近公布的美国数据显示，通胀下行有减退势头：1月CPI同比增长放缓程度不及预期，1月PCE物价指数同比加速增长，未能延续12月的增长放缓。而且，经济和就业数据还继续超预期增长：1月新增非农就业人口51.7万，约为市场预期的2.8倍，失业率降至3.4%的五十三年最低水平；单周首次申请失业救济人数连续七周低于20万，和疫情前水平相当。</p><p>在评论当前经济形势和前景时，鲍威尔指出，自去年年中他上次在众议院作证以来，美国的通胀增长已经一定程度上缓和，但通胀率还远高于联储的长期目标2%。因为供应链瓶颈缓和，货币紧缩限制了需求，核心商品部门的通胀已经下降。然而，一项关键的通胀指标——住房以外的核心服务通胀几乎没有放缓的迹象。</p><blockquote>到目前为止，在占核心消费者支出一半以上的剔除住房后核心服务领域，几乎没有出现通胀降低的迹象。为了恢复价格稳定，我们需要看到该部门的通胀率下降，并且劳动力市场状况很可能有所缓和。</blockquote><p>鲍威尔表示，有关招聘、支出、工厂生产和通胀的数据部分扭转了几周前出现的疲软趋势。部分上涨可能反映了1月天气异常温暖的影响，这可能会干扰对经济数据的季节性调整。</p><blockquote>尽管如此，逆转的幅度以及对上一季度的修正表明，通胀压力高于我们上次 （货币政策）会议时的预期。</blockquote><p>鲍威尔提到，尽管经济增长放缓，劳动力市场供应仍非常紧张，并列举了1月非农就业报告中的失业率、12月末接近去年3月所创历史高位的空缺职位数，称1月就业增长仍非常强劲，同时劳动力供应的增长继续滞后。</p><p>对于就业市场，鲍威尔还提到，劳动力供给与需求的错配很明显。美联储需要付出努力，使就业市场的供给与需要变得更加匹配。当前美国就业率已经远超过了多数市场人士对“充分就业水平”的预估。</p><p>不考虑改变2%的通胀目标 联储抗通胀侧重商品、住房和服务通胀 紧缩效果可能未充分体现</p><p>在回答议员提问时，鲍威尔表示，维持2%这一美联储通胀率目标的可信度，将能直接稳定住市场对经济前景的预期。所以，坚守2%的目标的确是非常重要的。不会考虑去变更美联储的2%通胀率控制目标。</p><p>美联储未来的政策制定行动将在很大程度上取决于三个重要的通胀领域变动：商品、住房和更广泛的服务部门。</p><p>在商品方面，联储需要让已经开始的通胀下降继续下去。在住房方面，联储需要时间传递紧缩的影响，滞后的数据将很快反映在正签署的、价格较低的新租约上。在服务业，“我们将非常仔细地观察”。</p><p>鲍威尔还指出，美联储迄今为止的努力可能尚未得到充分体现。</p><blockquote>去年我们加息非常快，我们知道货币紧缩政策的效果有所延迟；需要一段时间才能看到全部效果。</blockquote><p>鲍威尔称，美联储拥有工具逐步实现2%的通胀率目标，同时警告，货币政策工具确实有局限性，而且这轮通胀与过去不同。“我们有很多不寻常的因素，我认为没有人有信心知道这将如何发展。”</p><p>不提高债务上限可能造成长期伤害 对加密货币要进行和传统金融资产同样的监管</p><p>听证会上，鲍威尔明确告诉议员，为了防止对全球经济造成“非常不利”的伤害，国会必须提高美国联邦政府的法定借款限额。</p><blockquote>我们不寻求在这些政策问题上发挥作用。但归根结底，只有一个解决方案可以解决这个问题，那就是国会。国会真的需要提高上限……如果不提高，我认为后果很难估计，但它们可能非常不利，并可能造成长期伤害。</blockquote><p>鲍威尔认为，财政政策目前还不是造成高通胀的重要因素。</p><p>对于银行业，鲍威尔提到，美联储承诺将修订社区再投资法案。正全心致力于调整资本充足率规则，以确保该规则继续坚韧有效。美国大银行在商业地产贷款领域并没有太大的风险敞口。</p><p>对于加密货币，鲍威尔表示，美联储将确保银行业在面对加密货币业务时保持足够谨慎。美国需要围绕数字化活动去制定法律监管框架。他支持对加密货币市场进行监管。</p><blockquote>这是‘同样的活动，同样的监管’。 当人们处理看起来像货币市场基金的东西时，他们会假设，它与货币市场基金或银行存款具有相同的监管。</blockquote></body></html>","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>加息或更快、更高、更持久！一文读懂鲍威尔重磅讲话</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{ 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class=\"title\">\n加息或更快、更高、更持久！一文读懂鲍威尔重磅讲话\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 10:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3683522><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国会听证会首日，鲍威尔称，若整体数据暗示有必要加快紧缩，联储将准备加快加息步伐；历史纪录警告不可过早放松政策，联储将坚持到底；通胀还远高于目标2%，不考虑改变此目标；通胀压力高于上次会议预期，关键通胀指标核心服务通胀几无放缓迹象；联储抗通胀侧重商品、住房和服务通胀，紧缩效果可能未充分体现；不提高债务上限可能造成长期伤害；对加密货币要进行和传统金融资产同样的监管。美东时间3月7日周二，美联储主席...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3683522\">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":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3683522","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169400394","content_text":"国会听证会首日，鲍威尔称，若整体数据暗示有必要加快紧缩，联储将准备加快加息步伐；历史纪录警告不可过早放松政策，联储将坚持到底；通胀还远高于目标2%，不考虑改变此目标；通胀压力高于上次会议预期，关键通胀指标核心服务通胀几无放缓迹象；联储抗通胀侧重商品、住房和服务通胀，紧缩效果可能未充分体现；不提高债务上限可能造成长期伤害；对加密货币要进行和传统金融资产同样的监管。美东时间3月7日周二，美联储主席鲍威尔在美国参议院银行委员会的听证会上作证，警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步，最终利率可能超过联储之前预期水平。本次听证会的主题是，美联储上周五公布的半年度货币政策报告。鲍威尔在事先准备的演讲稿中重申，降低通胀的道路可能坎坷，认为超预期强劲的经济数据意味着，终端利率可能比联储此前预计的高。他说：近几个月，通胀一直在放缓，但通胀率回落至2%的过程还有很长的路要走，而且（道路）可能是坎坷的。正如我所提到的，最近的经济数据强于预期，这表明，最终的利率水平可能会高于之前的预期。如果整体数据暗示有必要加快（货币）紧缩，我们将准备加快加息步伐。恢复价格稳定可能需要我们一段时间内保持限制性的货币政策立场。紧接着上面这段话，鲍威尔表示，美联储的最高侧重点是，运用联储的工具让通胀率回到联储目标2%，并让长期通胀预期始终很好地锚定。他说：历史纪录对过早放松政策发出了严重的警告。我们将坚持到底，直到大功告成。本周三，鲍威尔还将在众议院金融服务委员会作证。这是他在本月21日到22日美联储下次议息会议前就利率政策的最后两次公开表态，也是他能影响市场对联储政策预期的最后两次机会。本周二鲍威尔称，本月美联储会后将发布的最新点阵图中，利率峰值的预期可能将高于去年12月上次更新的点阵图利率预期。他说，很难估算当前的“中性利率水平”究竟是多少。市场反应：美债收益率拉升、美元加速上涨、美股跌幅扩大、预计3月加息50基点几率猛增听证会开始前，本周二稍早，有“新美联储通讯社”之称的记者Nick Timiraos就发文称，鲍威尔在发表证词时也许会警告，今年强劲的经济活动可能导致美联储加息的幅度超过他们的预期，以此对抗高通胀。鲍威尔有关利率高于预期的言论不算意外，但他同时还坦言准备需要时就加快加息，双重鹰派表态无疑给了市场当头一棒。鲍威尔本周二开始讲话后，美国国债收益率在美股早盘直线拉升；美元指数加速上行，重上105.00；美股指跌幅迅速扩大。鲍威尔听证会结束后，三大美股指午盘跌幅进一步扩大，都超过1%，美元指数盘中涨幅扩大到1%以上，午盘涨破105.60，刷新1月6日所创的去年12月7日以来盘中高位。基准10年期美债收益率从鲍威尔讲话前的3.95%左右一度重上4.0%，刷新日高，听证会结束后一度降至3.95%下方。对利率更敏感的2年期美债收益率在鲍威尔讲话前处于4.88%下方，讲话期间逼近5.0%，刷新截至上周四连续五日所创的2007年7月以来高位，听证会结束后，美股午盘时段，自2007年7月以来首次升破5.0%。到美股收盘后，芝商所（CME）的“美联储观察工具”显示，美国联邦基金利率期货交易市场预计，3月美联储加息50个基点的几率从一天前的略超过31%升至70%以上，加息25个基点的几率从一天前的接近69%降至不足30%。通胀还远高于目标 通胀压力高于上次会议预期 核心服务通胀几无放缓迹象最近公布的美国数据显示，通胀下行有减退势头：1月CPI同比增长放缓程度不及预期，1月PCE物价指数同比加速增长，未能延续12月的增长放缓。而且，经济和就业数据还继续超预期增长：1月新增非农就业人口51.7万，约为市场预期的2.8倍，失业率降至3.4%的五十三年最低水平；单周首次申请失业救济人数连续七周低于20万，和疫情前水平相当。在评论当前经济形势和前景时，鲍威尔指出，自去年年中他上次在众议院作证以来，美国的通胀增长已经一定程度上缓和，但通胀率还远高于联储的长期目标2%。因为供应链瓶颈缓和，货币紧缩限制了需求，核心商品部门的通胀已经下降。然而，一项关键的通胀指标——住房以外的核心服务通胀几乎没有放缓的迹象。到目前为止，在占核心消费者支出一半以上的剔除住房后核心服务领域，几乎没有出现通胀降低的迹象。为了恢复价格稳定，我们需要看到该部门的通胀率下降，并且劳动力市场状况很可能有所缓和。鲍威尔表示，有关招聘、支出、工厂生产和通胀的数据部分扭转了几周前出现的疲软趋势。部分上涨可能反映了1月天气异常温暖的影响，这可能会干扰对经济数据的季节性调整。尽管如此，逆转的幅度以及对上一季度的修正表明，通胀压力高于我们上次 （货币政策）会议时的预期。鲍威尔提到，尽管经济增长放缓，劳动力市场供应仍非常紧张，并列举了1月非农就业报告中的失业率、12月末接近去年3月所创历史高位的空缺职位数，称1月就业增长仍非常强劲，同时劳动力供应的增长继续滞后。对于就业市场，鲍威尔还提到，劳动力供给与需求的错配很明显。美联储需要付出努力，使就业市场的供给与需要变得更加匹配。当前美国就业率已经远超过了多数市场人士对“充分就业水平”的预估。不考虑改变2%的通胀目标 联储抗通胀侧重商品、住房和服务通胀 紧缩效果可能未充分体现在回答议员提问时，鲍威尔表示，维持2%这一美联储通胀率目标的可信度，将能直接稳定住市场对经济前景的预期。所以，坚守2%的目标的确是非常重要的。不会考虑去变更美联储的2%通胀率控制目标。美联储未来的政策制定行动将在很大程度上取决于三个重要的通胀领域变动：商品、住房和更广泛的服务部门。在商品方面，联储需要让已经开始的通胀下降继续下去。在住房方面，联储需要时间传递紧缩的影响，滞后的数据将很快反映在正签署的、价格较低的新租约上。在服务业，“我们将非常仔细地观察”。鲍威尔还指出，美联储迄今为止的努力可能尚未得到充分体现。去年我们加息非常快，我们知道货币紧缩政策的效果有所延迟；需要一段时间才能看到全部效果。鲍威尔称，美联储拥有工具逐步实现2%的通胀率目标，同时警告，货币政策工具确实有局限性，而且这轮通胀与过去不同。“我们有很多不寻常的因素，我认为没有人有信心知道这将如何发展。”不提高债务上限可能造成长期伤害 对加密货币要进行和传统金融资产同样的监管听证会上，鲍威尔明确告诉议员，为了防止对全球经济造成“非常不利”的伤害，国会必须提高美国联邦政府的法定借款限额。我们不寻求在这些政策问题上发挥作用。但归根结底，只有一个解决方案可以解决这个问题，那就是国会。国会真的需要提高上限……如果不提高，我认为后果很难估计，但它们可能非常不利，并可能造成长期伤害。鲍威尔认为，财政政策目前还不是造成高通胀的重要因素。对于银行业，鲍威尔提到，美联储承诺将修订社区再投资法案。正全心致力于调整资本充足率规则，以确保该规则继续坚韧有效。美国大银行在商业地产贷款领域并没有太大的风险敞口。对于加密货币，鲍威尔表示，美联储将确保银行业在面对加密货币业务时保持足够谨慎。美国需要围绕数字化活动去制定法律监管框架。他支持对加密货币市场进行监管。这是‘同样的活动，同样的监管’。 当人们处理看起来像货币市场基金的东西时，他们会假设，它与货币市场基金或银行存款具有相同的监管。","news_type":1},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}