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2023-07-11
$DiDi Global Inc.(DIDIY)$
请问这个期权可以参与吗?
@老虎国际
海格微
2023-01-02
为什么没有比亚迪
造车新势力12月成绩单:埃安稳居第一,理想蔚来续刷单月交付新高
海格微
2022-09-27
机构这样说,那就是差不多可以进场了
11月继续75基点?华尔街加息预期爆棚
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2022-07-08
$西方石油(OXY)$
留个记号,我觉得巴菲特赌错方向了。反正瞎说我也没损失[捂脸] [捂脸]
海格微
2022-06-28
什么鬼,这种东西也能发出来?we believe. 我相信?我还相信呢
抱歉,原内容已删除
海格微
2022-06-18
cny deval 是什么
如何把握美股入场时机? 美银:关注这三个点位
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2022-05-06
$fuboTV Inc.(FUBO)$
归零
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2022-03-28
$特斯拉(TSLA)$
宇宙第一神车,能飞到火影上去
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2022-03-16
标题党,人家是卖苹果的put.
知名投资者段永平表示要卖苹果加仓腾讯
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2022-03-11
$RLX科技(RLX)$
挺挣钱的,咋不回购?
海格微
2022-03-08
一千多股的成交,你是逗我?推这?
异动 | 荔枝盘前拉升,涨超12%
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2022-03-02
$小米集团-W(01810)$
你今天90分
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2022-02-24
$小米集团-W(01810)$
最近也不回购了,买不动了
海格微
2022-02-13
发个截图都看不清
索罗斯持仓大曝光!做空纳指基金,减持科技股
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2022-02-02
$SoFi Technologies Inc.(SOFI)$
发行价是多少?
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2022-01-30
$ContextLogic Inc.(WISH)$
一年营收50多亿,市值不到20亿[捂脸]
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2022-01-26
$小米集团-W(01810)$
论抄底,小米和腾讯比简直是小学生
海格微
2022-01-25
[财迷]
昨夜今晨:美股上演“惊魂一夜”!纳指收复4.9%跌幅
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2022-01-05
$小米集团-W(01810)$
又要回购了
海格微
2022-01-05
$拼多多(PDD)$
好像没给fa出来?
去老虎APP查看更多动态
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07:33","market":"us","language":"zh","title":"造车新势力12月成绩单:埃安稳居第一,理想蔚来续刷单月交付新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2300113995","media":"华尔街见闻","summary":"新人卷翻旧人,新一轮洗牌开始!","content":"<html><head></head><body><blockquote>新人卷翻旧人,新一轮洗牌开始!</blockquote><p>2023年第一天,国内造车新势力陆续公布12月成绩单。在已经公布交付数据的车企中,广汽埃安以3万台的好成绩位居国内新势力第一,理想、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>单月交付续刷历史新高,在新势力品牌中分别位列第二、第三。</p><p>纵观2022年全年,广汽埃安交付超过27万台,稳坐年度新势力第一宝座,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>共交付12万台,排名从2021年的第一滑落至第五。<img src=\"https://static.tigerbbs.com/7838c722b68e0dc84758433188287894\" tg-width=\"673\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p>埃安12月销量翻番,预计明年交付50万</p><p>最新公布的数据显示,埃安2022年12月销量30007台,同比增长107%。2022年1-12月,埃安累计销量27.1万辆,同比增长126%创造记录,也因此拿下年度新势力第一的宝座。</p><p><img src=\"https://static.tigerbbs.com/5c630b6e39466ac683f3b6c1dddd7392\" tg-width=\"671\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>埃安总经理古惠南在广州车展上透露,<b>埃安明年目标是保50万辆,冲60万辆;到2030年产销突破150万辆</b>,构建世界一流高端<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车品牌。资本化方面,<b>埃安预计在2023年年底或2024年初IPO上市。</b></p><p>理想单月交付创历史新高</p><p>2022年12月,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>共交付新车21233辆,再次创下单月最高交付纪录,同比增长50.7%。其中,“<b>理想L9和理想L8的交付量均超过了10000辆,</b>两款车巩固了我们在30-50万价格区间的市场地位,”理想汽车联合创始人沈亚楠说。</p><p>2022年1月至12月,理想汽车总计交付133246辆,同比2021年增长47.2%。截止到2022年12月31日,理想汽车累计交付量为257334辆。</p><p><img src=\"https://static.tigerbbs.com/8c94b58b8cdbadb6b37c6992f40f031f\" tg-width=\"671\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>截至2022年12月31日,理想汽车在全国已有288家零售中心,覆盖121个城市;售后维修中心及授权钣喷中心318家,覆盖223个城市。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>单月交付创历史新高</p><p>2022年12月,蔚来交付新车15815台,创月度交付新高,同比增长50.8%;其中,第二代技术平台ET7、ES7和ET5三款车型交付量持续提升,达13127台,占当月总交付数83%,标志着蔚来一、二代平台车型顺利实现市场切换。</p><p><img src=\"https://static.tigerbbs.com/4c361771abe876f472353e1d3314f6fa\" tg-width=\"1024\" tg-height=\"2217\" referrerpolicy=\"no-referrer\"/></p><p>2022年,蔚来共交付新车122486台,同比增长34%,继续引领高端纯电市场;截至2022年12月31日,蔚来新车已累计交付新车289556台。</p><p>极氪12月交付同比增两倍</p><p>极氪目前交付的唯一车型,极氪001 12月份交付量达到11337台,同比增长198.7%。2022年累计交付量突破七万达到71941台,平均订单金额超33.6万元。此外,极氪<a href=\"https://laohu8.com/S/DLX\">豪华</a>MPV009将于2023年1月开启交付。</p><p><img src=\"https://static.tigerbbs.com/837d245b776a641b560dd670591d1326\" tg-width=\"500\" tg-height=\"1082\" referrerpolicy=\"no-referrer\"/></p><p>小鹏汽车交付重回万台</p><p>据小鹏汽车官方消息,2022年12月,小鹏汽车重回万台水平,总交付11292台,环比增长94%,但同比下降29%。其中,小鹏G9首次突破4千台,达4020台,环比增长160%。2022年累计交付量为120757台,较2021年增长23%。截至2022年12月31日,小鹏汽车历史累计交付量已达到258710台。</p><p><img src=\"https://static.tigerbbs.com/bcb3b7b6003eddad472ad80b5da4f739\" tg-width=\"672\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>AITO问界单月交付环比增23%</p><p>AITO问界公布的数据显示,问界系列12月交付量达到10143辆,环比增长23%。自3月启动正式交付以来,AITO问界系列已经实现累计交付超过7.5万辆。</p><p><img src=\"https://static.tigerbbs.com/1f59763c41c16d09730b92ec36ead014\" tg-width=\"640\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/></p><p>问界M5自今年3月开启交付,创下新品牌单车型87天销量破万的最快纪录,问界M7上市后仅51天就开启交付,实现交付再提速。问界仅耗时7个多月就实现了月度交付过万辆,销量爬升速度远超其他造车新势力品牌。</p><p>零跑12月交付同比增长9%</p><p><a href=\"https://laohu8.com/S/09863\">零跑汽车</a>公布最新交付数据显示,12月交付8493台,同比增长9%,2022年累计交付达111168台,同比增长超154%。</p><p><img src=\"https://static.tigerbbs.com/205ff8c63fc411996a99945f81d7289b\" tg-width=\"700\" tg-height=\"812\" referrerpolicy=\"no-referrer\"/></p><p>哪咤全年交付翻番</p><p>哪咤汽车公布的数据显示,哪咤汽车2022年全年累计销量达152073台,同比增长118%,其中海外交付3456台。结合11月交付数据,哪咤汽车在12月单月交付量为7795台,同比下降23%,环比下降近一半。截至2022年12月底,哪咤汽车总交付达到248050台。</p><p><img src=\"https://static.tigerbbs.com/2b11a7329bbd4eb17c62108230c08a62\" tg-width=\"743\" tg-height=\"1402\" referrerpolicy=\"no-referrer\"/></p></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\" 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href=https://wallstreetcn.com/articles/3678816><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新人卷翻旧人,新一轮洗牌开始!2023年第一天,国内造车新势力陆续公布12月成绩单。在已经公布交付数据的车企中,广汽埃安以3万台的好成绩位居国内新势力第一,理想、蔚来单月交付续刷历史新高,在新势力品牌中分别位列第二、第三。纵观2022年全年,广汽埃安交付超过27万台,稳坐年度新势力第一宝座,小鹏汽车共交付12万台,排名从2021年的第一滑落至第五。埃安12月销量翻番,预计明年交付50万最新公布的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3678816\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0a64dcdd5c0295fbb5accc81d65a22ba","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","NIO":"蔚来","02015":"理想汽车-W","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","LI":"理想汽车","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1539":"汽车股","BK1588":"回港中概股","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1587":"次新股","BK1119":"汽车制造商","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","NIO.SI":"蔚来","BK4574":"无人驾驶"},"source_url":"https://wallstreetcn.com/articles/3678816","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300113995","content_text":"新人卷翻旧人,新一轮洗牌开始!2023年第一天,国内造车新势力陆续公布12月成绩单。在已经公布交付数据的车企中,广汽埃安以3万台的好成绩位居国内新势力第一,理想、蔚来单月交付续刷历史新高,在新势力品牌中分别位列第二、第三。纵观2022年全年,广汽埃安交付超过27万台,稳坐年度新势力第一宝座,小鹏汽车共交付12万台,排名从2021年的第一滑落至第五。埃安12月销量翻番,预计明年交付50万最新公布的数据显示,埃安2022年12月销量30007台,同比增长107%。2022年1-12月,埃安累计销量27.1万辆,同比增长126%创造记录,也因此拿下年度新势力第一的宝座。埃安总经理古惠南在广州车展上透露,埃安明年目标是保50万辆,冲60万辆;到2030年产销突破150万辆,构建世界一流高端智能电动车品牌。资本化方面,埃安预计在2023年年底或2024年初IPO上市。理想单月交付创历史新高2022年12月,理想汽车共交付新车21233辆,再次创下单月最高交付纪录,同比增长50.7%。其中,“理想L9和理想L8的交付量均超过了10000辆,两款车巩固了我们在30-50万价格区间的市场地位,”理想汽车联合创始人沈亚楠说。2022年1月至12月,理想汽车总计交付133246辆,同比2021年增长47.2%。截止到2022年12月31日,理想汽车累计交付量为257334辆。截至2022年12月31日,理想汽车在全国已有288家零售中心,覆盖121个城市;售后维修中心及授权钣喷中心318家,覆盖223个城市。蔚来单月交付创历史新高2022年12月,蔚来交付新车15815台,创月度交付新高,同比增长50.8%;其中,第二代技术平台ET7、ES7和ET5三款车型交付量持续提升,达13127台,占当月总交付数83%,标志着蔚来一、二代平台车型顺利实现市场切换。2022年,蔚来共交付新车122486台,同比增长34%,继续引领高端纯电市场;截至2022年12月31日,蔚来新车已累计交付新车289556台。极氪12月交付同比增两倍极氪目前交付的唯一车型,极氪001 12月份交付量达到11337台,同比增长198.7%。2022年累计交付量突破七万达到71941台,平均订单金额超33.6万元。此外,极氪豪华MPV009将于2023年1月开启交付。小鹏汽车交付重回万台据小鹏汽车官方消息,2022年12月,小鹏汽车重回万台水平,总交付11292台,环比增长94%,但同比下降29%。其中,小鹏G9首次突破4千台,达4020台,环比增长160%。2022年累计交付量为120757台,较2021年增长23%。截至2022年12月31日,小鹏汽车历史累计交付量已达到258710台。AITO问界单月交付环比增23%AITO问界公布的数据显示,问界系列12月交付量达到10143辆,环比增长23%。自3月启动正式交付以来,AITO问界系列已经实现累计交付超过7.5万辆。问界M5自今年3月开启交付,创下新品牌单车型87天销量破万的最快纪录,问界M7上市后仅51天就开启交付,实现交付再提速。问界仅耗时7个多月就实现了月度交付过万辆,销量爬升速度远超其他造车新势力品牌。零跑12月交付同比增长9%零跑汽车公布最新交付数据显示,12月交付8493台,同比增长9%,2022年累计交付达111168台,同比增长超154%。哪咤全年交付翻番哪咤汽车公布的数据显示,哪咤汽车2022年全年累计销量达152073台,同比增长118%,其中海外交付3456台。结合11月交付数据,哪咤汽车在12月单月交付量为7795台,同比下降23%,环比下降近一半。截至2022年12月底,哪咤汽车总交付达到248050台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661759932,"gmtCreate":1664263263126,"gmtModify":1664263264528,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"机构这样说,那就是差不多可以进场了","listText":"机构这样说,那就是差不多可以进场了","text":"机构这样说,那就是差不多可以进场了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661759932","repostId":"2270299946","repostType":4,"repost":{"id":"2270299946","kind":"highlight","pubTimestamp":1664255280,"share":"https://www.laohu8.com/m/news/2270299946?lang=&edition=full","pubTime":"2022-09-27 13:08","market":"us","language":"zh","title":"11月继续75基点?华尔街加息预期爆棚","url":"https://stock-news.laohu8.com/highlight/detail?id=2270299946","media":"华尔街见闻","summary":"美联储将“鹰无止境”?","content":"<html><head></head><body><blockquote><b>加息之后是降息。野村预计,2023年9月开始,美联储将以每次会议25个基点的初始速度降息;到2024年第二季度,降息速度将加快至每次会议50个基点。</b></blockquote><p><b>华尔街加息预期爆棚:瑞银“11月继续75基点”!野村“12月也加75”,峰值加到5.25-5.50%!</b></p><p>华尔街纷纷开始押注,美联储将“鹰无止境”。根据美联储上周发布的经济预测摘要(SEP),大多数FOMC成员认为第四次75个基点的加息是适当的。</p><p>市场紧随其后,继续上调了对联邦基金利率峰值的预测,现在认为利率峰值将在明年4月升至4.80%左右的水平。</p><p><img src=\"https://static.tigerbbs.com/0ee131dbe91412912d1a333e9c442ca6\" tg-width=\"786\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>华尔街的预测更为“大胆”。在准确预测(与联储官员一致)利率峰值将在明年达到4.6%的水平后,野村甚至继续加码,押注该利率水平将在明年3月升至5.25%-5.50%。</p><p><b>“让子弹再飞一会儿”</b></p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>预计,美联储将在11月的会议上连续第四次加息75个基点,随后在12月加息50个基点。到今年年底,联邦基金利率的目标区间将达到4.25%-4.5%。</p><p>然而,到2023年2月的FOMC会议结束时,<b>瑞银认为政策累积调整的效果将更加明显,届时FOMC将暂停加息并评估已实施的紧缩政策。</b></p><p>随着对加息幅度的上调,FOMC对联邦基金利率峰值的预测上调至4.6%。瑞银认为,<b>该利率此后保持在这一限制性区间,将足以使通胀回到2.0%的目标。</b></p><p><img src=\"https://static.tigerbbs.com/4a128429c9b0601505c7b562fe2bdce4\" tg-width=\"606\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/></p><p>瑞银“大幅加息”的预测与鲍威尔收紧政策的强烈意愿一致:他希望设定的利率能够使整个曲线的实际利率都为正,并有更多的证据表明通货胀正在放缓,劳动力市场正在放缓。如市场预期的那样,鲍威尔和FOMC其他成员基本维持了杰克逊霍尔会议上释放的鹰派信号。</p><p>SEP对经济增长的预期大幅下调,失业率预计将在2023年和2024年达到4.4%的峰值,然后在2025年下降到4.3%。</p><p><img src=\"https://static.tigerbbs.com/9c9068e45d0fe7208cdbfb59da32ef98\" tg-width=\"596\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p><b>但瑞银认为,劳动力市场并不一定会有较大程度的放缓。鉴于劳动力市场缓慢的波动趋势,推动失业率上升并不容易,很可能需要完全减少一定数量工作岗位,才能达到美联储所假设的失业率中值水平。</b></p><p>瑞银表示,进一步收紧政策和硬着陆的一个重要风险是,鲍威尔继续将“职位空缺”作为衡量劳动力市场实力的指标。在金融危机之前,由于劳动力市场即将收缩并步入衰退区间,职位空缺率保持在周期峰值附近或达到周期峰值。<b>作为一个后顾性指标(backward looking indicator,追溯历史数据),过度依赖职位空缺率可能会导致美联储错过劳动力市场变动的重要转折点。</b></p><p>野村的押注“加码”了</p><p>上周,野村在FOMC会议前就预测联邦基金利率峰值将在明年上升至4.6%的水平,与联储官员的利率预期中值一致。</p><p>而在上周五晚上,野村美国经济研究团队甚至将其对美联储利率峰值的<b>预测上调至5.25%-5.50%。</b></p><p><img src=\"https://static.tigerbbs.com/aa6e85b0eba1ccea0ed81c1576fdc5b9\" tg-width=\"713\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>他们认为,越来越多的证据表明,短期中性利率在以下情况下已经上升:<b>1)比预期更宽松的金融环境;2)有弹性的劳动力市场;3)仍然居高不下的通胀。这表明名义中性利率可能远高于2%-2.5%:</b></p><blockquote><b>因此,我们将利率峰值预测上调75个基点至5.25%-5.50%,现在预计今年11月和12月加息75个基点,随后在明年2月加息50个基点,3月加息25个基点。</b></blockquote><p>较高的中性利率意味着美联储当前的货币政策立场比野村之前预估的更为宽松,经济衰退推迟到2023年第一季度的风险更大。野村预计,<b>2023年9月开始,美联储将以每次会议25个基点的初始速度降息;到2024年第二季度,降息速度将加快至每次会议50个基点。</b></p><p><img src=\"https://static.tigerbbs.com/90d66dffa7ffb5fe3cd97210d2bac273\" tg-width=\"1014\" tg-height=\"469\" referrerpolicy=\"no-referrer\"/></p><p>届时通胀反弹的风险降低,2024年底的政策利率将为1.125%,失业率峰值在6%左右。</p><p>野村警告称,美国与世界其他地区的利差在不断扩大,美国实际利率和<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>都升至多年来的高点。这种金融条件的收紧,将对风险资产造成严重打击。</p></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>11月继续75基点?华尔街加息预期爆棚</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\">\n11月继续75基点?华尔街加息预期爆棚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 13:08 北京时间 <a href=https://wallstreetcn.com/articles/3671269><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>加息之后是降息。野村预计,2023年9月开始,美联储将以每次会议25个基点的初始速度降息;到2024年第二季度,降息速度将加快至每次会议50个基点。华尔街加息预期爆棚:瑞银“11月继续75基点”!野村“12月也加75”,峰值加到5.25-5.50%!华尔街纷纷开始押注,美联储将“鹰无止境”。根据美联储上周发布的经济预测摘要(SEP),大多数FOMC成员认为第四次75个基点的加息是适当的。市场...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3671269\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1919503fa977869f2aed6254242da69d","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3671269","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270299946","content_text":"加息之后是降息。野村预计,2023年9月开始,美联储将以每次会议25个基点的初始速度降息;到2024年第二季度,降息速度将加快至每次会议50个基点。华尔街加息预期爆棚:瑞银“11月继续75基点”!野村“12月也加75”,峰值加到5.25-5.50%!华尔街纷纷开始押注,美联储将“鹰无止境”。根据美联储上周发布的经济预测摘要(SEP),大多数FOMC成员认为第四次75个基点的加息是适当的。市场紧随其后,继续上调了对联邦基金利率峰值的预测,现在认为利率峰值将在明年4月升至4.80%左右的水平。华尔街的预测更为“大胆”。在准确预测(与联储官员一致)利率峰值将在明年达到4.6%的水平后,野村甚至继续加码,押注该利率水平将在明年3月升至5.25%-5.50%。“让子弹再飞一会儿”瑞银预计,美联储将在11月的会议上连续第四次加息75个基点,随后在12月加息50个基点。到今年年底,联邦基金利率的目标区间将达到4.25%-4.5%。然而,到2023年2月的FOMC会议结束时,瑞银认为政策累积调整的效果将更加明显,届时FOMC将暂停加息并评估已实施的紧缩政策。随着对加息幅度的上调,FOMC对联邦基金利率峰值的预测上调至4.6%。瑞银认为,该利率此后保持在这一限制性区间,将足以使通胀回到2.0%的目标。瑞银“大幅加息”的预测与鲍威尔收紧政策的强烈意愿一致:他希望设定的利率能够使整个曲线的实际利率都为正,并有更多的证据表明通货胀正在放缓,劳动力市场正在放缓。如市场预期的那样,鲍威尔和FOMC其他成员基本维持了杰克逊霍尔会议上释放的鹰派信号。SEP对经济增长的预期大幅下调,失业率预计将在2023年和2024年达到4.4%的峰值,然后在2025年下降到4.3%。但瑞银认为,劳动力市场并不一定会有较大程度的放缓。鉴于劳动力市场缓慢的波动趋势,推动失业率上升并不容易,很可能需要完全减少一定数量工作岗位,才能达到美联储所假设的失业率中值水平。瑞银表示,进一步收紧政策和硬着陆的一个重要风险是,鲍威尔继续将“职位空缺”作为衡量劳动力市场实力的指标。在金融危机之前,由于劳动力市场即将收缩并步入衰退区间,职位空缺率保持在周期峰值附近或达到周期峰值。作为一个后顾性指标(backward looking indicator,追溯历史数据),过度依赖职位空缺率可能会导致美联储错过劳动力市场变动的重要转折点。野村的押注“加码”了上周,野村在FOMC会议前就预测联邦基金利率峰值将在明年上升至4.6%的水平,与联储官员的利率预期中值一致。而在上周五晚上,野村美国经济研究团队甚至将其对美联储利率峰值的预测上调至5.25%-5.50%。他们认为,越来越多的证据表明,短期中性利率在以下情况下已经上升:1)比预期更宽松的金融环境;2)有弹性的劳动力市场;3)仍然居高不下的通胀。这表明名义中性利率可能远高于2%-2.5%:因此,我们将利率峰值预测上调75个基点至5.25%-5.50%,现在预计今年11月和12月加息75个基点,随后在明年2月加息50个基点,3月加息25个基点。较高的中性利率意味着美联储当前的货币政策立场比野村之前预估的更为宽松,经济衰退推迟到2023年第一季度的风险更大。野村预计,2023年9月开始,美联储将以每次会议25个基点的初始速度降息;到2024年第二季度,降息速度将加快至每次会议50个基点。届时通胀反弹的风险降低,2024年底的政策利率将为1.125%,失业率峰值在6%左右。野村警告称,美国与世界其他地区的利差在不断扩大,美国实际利率和美元指数都升至多年来的高点。这种金融条件的收紧,将对风险资产造成严重打击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688063622,"gmtCreate":1657241425370,"gmtModify":1704866952395,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>留个记号,我觉得巴菲特赌错方向了。反正瞎说我也没损失[捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$</a>留个记号,我觉得巴菲特赌错方向了。反正瞎说我也没损失[捂脸] [捂脸] ","text":"$西方石油(OXY)$留个记号,我觉得巴菲特赌错方向了。反正瞎说我也没损失[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/688063622","isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564096988803748","authorId":"3564096988803748","name":"杰尼龟1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3564096988803748","authorIdStr":"3564096988803748"},"content":"人家可是朝着收购的方向去的,","text":"人家可是朝着收购的方向去的,","html":"人家可是朝着收购的方向去的,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683573662,"gmtCreate":1656430938957,"gmtModify":1704864793287,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"什么鬼,这种东西也能发出来?we believe. 我相信?我还相信呢","listText":"什么鬼,这种东西也能发出来?we believe. 我相信?我还相信呢","text":"什么鬼,这种东西也能发出来?we believe. 我相信?我还相信呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683573662","repostId":"1146846681","repostType":4,"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689680796,"gmtCreate":1655537771417,"gmtModify":1704862650651,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"cny deval 是什么","listText":"cny deval 是什么","text":"cny deval 是什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689680796","repostId":"2244781117","repostType":4,"repost":{"id":"2244781117","kind":"news","pubTimestamp":1655517699,"share":"https://www.laohu8.com/m/news/2244781117?lang=&edition=full","pubTime":"2022-06-18 10:01","market":"hk","language":"zh","title":"如何把握美股入场时机? 美银:关注这三个点位","url":"https://stock-news.laohu8.com/highlight/detail?id=2244781117","media":"智通财经","summary":"美国银行策略师Michael Hartnett表示,在以下三个点位,将是“逢低买入”信仰者出手的绝佳时机。Hartnett在周五的一份报告中写道:“标普500指数在3600点可‘小幅买入’,3300点‘适量买入’,3000点‘大胆买入’。”但Hartnett警告称,目前技术面处于不利位置,可能将刺激美股大幅下挫。他尤其强调,如果跌破14000点那将是“重大破位”,交易员们将把目标锁定在2018年的低点11,000点,届时可能将出现“熊市暴跌”行情。","content":"<html><head></head><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>在一份报告中指出,如果美股大盘(标普500指数)继续承压,希望逢低买入的投资者应该关注标普500指数的三个重要点位。</p><p>美国银行策略师Michael Hartnett表示,在以下三个点位,将是“逢低买入”信仰者出手的绝佳时机。Hartnett在周五的一份报告中写道:“标普500指数在3600点可‘小幅买入’(nibble),3300点‘适量买入’(bite),3000点‘大胆买入’(gorge)。”</p><p>Harnett表示:“冲击过程大致为:通胀冲击(2021年下半年开始)——利率冲击(2022年上半年)——衰退冲击(2022年下半年)——崩盘(尚未确定是否将来临),一旦全部完成并在2023年下半年尘埃落定,机会就来了。”</p><p>他认为,到了2023年下半年,多头的其他机会包括小盘股(IWM.US)和实体资产,押注通胀,新兴市场(EEM.US) (VWO.US)押注美元贬值,押注亚洲市场消费,以及工业(XLI.US)方面的基础设施支出。</p><p>他补充表示,在经济低迷时期,最佳策略将是“60/40策略”。但Hartnett警告称,目前技术面处于不利位置,可能将刺激美股大幅下挫。</p><p>他指出,NSYE综合指数(美国股市+ADR+债券<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>)是华尔街公认的市场晴雨表,目前正接近200周移动均线14,000点。他尤其强调,如果跌破14000点那将是“重大破位”,交易员们将把目标锁定在2018年的低点11,000点,届时可能将出现“熊市暴跌”行情。</p><p><img src=\"https://static.tigerbbs.com/4a625efe0a3d407a20195a66ad0aa94c\" tg-width=\"569\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>此外,他还指出纳斯达克综合指数已突破200周移动平均线,下行趋势难以避免,在股市之外,美国国债收益率在2022年前将面临大幅度波动。</p><p><img src=\"https://static.tigerbbs.com/77ab37772abda0561639490e2bc54bbf\" tg-width=\"569\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"stock_zhitongcaijing","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>如何把握美股入场时机? 美银:关注这三个点位</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; 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*/\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如何把握美股入场时机? 美银:关注这三个点位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-18 10:01 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/740850.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,美国银行在一份报告中指出,如果美股大盘(标普500指数)继续承压,希望逢低买入的投资者应该关注标普500指数的三个重要点位。美国银行策略师Michael Hartnett表示,在以下三个点位,将是“逢低买入”信仰者出手的绝佳时机。Hartnett在周五的一份报告中写道:“标普500指数在3600点可‘小幅买入’(nibble),3300点‘适量买入’(bite),3000点‘...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/740850.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","BK4553":"喜马拉雅资本持仓","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4207":"综合性银行","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","BK4504":"桥水持仓","BAC":"美国银行","SH":"标普500反向ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/740850.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244781117","content_text":"智通财经APP获悉,美国银行在一份报告中指出,如果美股大盘(标普500指数)继续承压,希望逢低买入的投资者应该关注标普500指数的三个重要点位。美国银行策略师Michael Hartnett表示,在以下三个点位,将是“逢低买入”信仰者出手的绝佳时机。Hartnett在周五的一份报告中写道:“标普500指数在3600点可‘小幅买入’(nibble),3300点‘适量买入’(bite),3000点‘大胆买入’(gorge)。”Harnett表示:“冲击过程大致为:通胀冲击(2021年下半年开始)——利率冲击(2022年上半年)——衰退冲击(2022年下半年)——崩盘(尚未确定是否将来临),一旦全部完成并在2023年下半年尘埃落定,机会就来了。”他认为,到了2023年下半年,多头的其他机会包括小盘股(IWM.US)和实体资产,押注通胀,新兴市场(EEM.US) (VWO.US)押注美元贬值,押注亚洲市场消费,以及工业(XLI.US)方面的基础设施支出。他补充表示,在经济低迷时期,最佳策略将是“60/40策略”。但Hartnett警告称,目前技术面处于不利位置,可能将刺激美股大幅下挫。他指出,NSYE综合指数(美国股市+ADR+债券Pacer Swan SOS Fund of Funds ETF|ETF)是华尔街公认的市场晴雨表,目前正接近200周移动均线14,000点。他尤其强调,如果跌破14000点那将是“重大破位”,交易员们将把目标锁定在2018年的低点11,000点,届时可能将出现“熊市暴跌”行情。此外,他还指出纳斯达克综合指数已突破200周移动平均线,下行趋势难以避免,在股市之外,美国国债收益率在2022年前将面临大幅度波动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616516993,"gmtCreate":1651826000312,"gmtModify":1651826000312,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>归零","listText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>归零","text":"$fuboTV Inc.(FUBO)$归零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/616516993","isVote":1,"tweetType":1,"viewCount":3936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610941693,"gmtCreate":1648479233844,"gmtModify":1648479233844,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>宇宙第一神车,能飞到火影上去","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>宇宙第一神车,能飞到火影上去","text":"$特斯拉(TSLA)$宇宙第一神车,能飞到火影上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610941693","isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634196937,"gmtCreate":1647396366598,"gmtModify":1647396366598,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"标题党,人家是卖苹果的put. ","listText":"标题党,人家是卖苹果的put. ","text":"标题党,人家是卖苹果的put.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634196937","repostId":"1100431106","repostType":2,"repost":{"id":"1100431106","kind":"news","pubTimestamp":1647330093,"share":"https://www.laohu8.com/m/news/1100431106?lang=&edition=full","pubTime":"2022-03-15 15:41","market":"us","language":"zh","title":"知名投资者段永平表示要卖苹果加仓腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1100431106","media":"上海证券报","summary":"段永平在社交平台称卖苹果加仓腾讯与近期市场弱势相对的是,源源不断的南下资金,正在加速流入港股。作为腾讯控股知名投资者,段永平依然持续看好腾讯。3月14午间,段永平接连更新两条动态,称“这个礼拜五有一批145的苹果的put到期,很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。”深圳某私募投资经理表示,近期中概股出现大幅下跌,更多受消息面和情绪交易面的影响。此时在市场悲观时,投资者可以更加乐观。","content":"<div>\n<p>周二,两市上演巨震走势,A股三大指数出现分化。与北向资金持续卖出形成对比的是,源源不断的南下资金,正在加速流入港股。今日南向资金半日流入56.77亿港元,预计今日抄底金额将创出近期新高。腾讯控股知名投资者段永平则表示要卖苹果买腾讯。3月14午间,他接连更新两条动态,称“这个礼拜五有一批145的苹果的put到期,很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。”今日早间,段永平再发动态称,“明天准备...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/r5UItyG-Pjk7v9LwHW9yQA\">Web Link</a>\n\n</div>\n","source":"shzqb","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>知名投资者段永平表示要卖苹果加仓腾讯</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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#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知名投资者段永平表示要卖苹果加仓腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-15 15:41 北京时间 <a href=https://mp.weixin.qq.com/s/r5UItyG-Pjk7v9LwHW9yQA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二,两市上演巨震走势,A股三大指数出现分化。与北向资金持续卖出形成对比的是,源源不断的南下资金,正在加速流入港股。今日南向资金半日流入56.77亿港元,预计今日抄底金额将创出近期新高。腾讯控股知名投资者段永平则表示要卖苹果买腾讯。3月14午间,他接连更新两条动态,称“这个礼拜五有一批145的苹果的put到期,很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。”今日早间,段永平再发动态称,“明天准备...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/r5UItyG-Pjk7v9LwHW9yQA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","TCEHY":"腾讯控股ADR","BK1526":"科网股","BK4559":"巴菲特持仓","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4550":"红杉资本持仓","00700":"腾讯控股","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1591":"就地过年概念","BK1608":"元宇宙概念","BK1502":"双十一","BK4554":"元宇宙及AR概念","BK1517":"云办公","BK4515":"5G概念","AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/r5UItyG-Pjk7v9LwHW9yQA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100431106","content_text":"周二,两市上演巨震走势,A股三大指数出现分化。与北向资金持续卖出形成对比的是,源源不断的南下资金,正在加速流入港股。今日南向资金半日流入56.77亿港元,预计今日抄底金额将创出近期新高。腾讯控股知名投资者段永平则表示要卖苹果买腾讯。3月14午间,他接连更新两条动态,称“这个礼拜五有一批145的苹果的put到期,很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。”今日早间,段永平再发动态称,“明天准备拿BRKB(伯克希尔)换点,不等了。”A股成长风格表现活跃今日早盘,电子身份证概念股继续走强,成为盘面上为数不多的主线之一。创业板股远方信息涨停,收获两个20%涨停,南威软件3连板。安信证券表示,以身份证为代表的电子证照有望进入快速建设周期,相关产业有望受益。此外锂电、半导体等题材股走势活跃,带领创业板指成功翻红。龙头股宁德时代早盘涨幅一度近4%,容百科技、德方纳米等多股跟涨。半导体题材也较为强势,江化微、北方华创、富满微等多股涨幅较前。周期股调整幅度居前,煤炭、贵金属、油气、钢铁等多个板块出现连续大跌,成为拖累沪指走势的主要因素之一。总体上来看,早盘两市个股跌多涨少,超4000只个股下跌。值得注意的是,港股市场方面同样是成长风格代表的恒生科技指数走势更强。早盘恒生科技指数最低暴跌7%,随后又一度拉升至翻红,截至午间收盘跌2.36%。西部证券首席策略分析师易斌认为,景气度仍然是未来一阶段市场反弹的主线。他表示,当市场流动性预期迎来阶段性修正后,前期调整幅度较大,业绩兑现度仍然较高的景气赛道龙头,将迎来一轮修复性行情。从结构上看,当前重点关注业绩能够确定兑现的新能源、半导体、医药、军工等景气赛道龙头。北向资金半日净流出88亿元早盘借道沪深股通的北向资金再现净流出,半日抛售88.36亿元。而昨日北向资金净流出144.08亿元,单日净卖出额创1月27日以来新高。近7个交易日北向资金连续减仓累计超500亿元。以北向资金为代表的外资,尤其是配置型外资近周持续流出A股无疑引起了市场的较大关注。市场资金普遍认同的观点是,俄乌局势是近期扰动全球市场的核心变量,在避险情绪冲击下,全球股票、债券和货币市场基金都出现资金流出,从而进一步冲击新兴市场资产。兴业证券首席策略分析师张启尧表示,短期来看,全球风险偏好承压的背景下外资仍面临波动。但中长期来看,较高的中美实际利差、具有韧性的人民币汇率、国内持续稳健的基本面和投资环境都使得外资流入A股仍是长期趋势。值得注意的是,在上周大幅减仓的背景下,北向资金并未展现无差别抛售,反而逆势主动加仓公用事业、国防军工和建筑装饰等6个行业。兴业证券统计显示,今年以来,外资积极布局银行等稳增长方向,继续卖出消费和医药等传统重仓板块。截至3月11日,今年北向资金主要净流入银行、有色金属和电力设备行业,主要流出医药生物、食品饮料和家用电器行业。段永平在社交平台称卖苹果加仓腾讯与近期市场弱势相对的是,源源不断的南下资金,正在加速流入港股。今日南向资金半日流入56.77亿港元,预计今日抄底金额将创出近期新高。截至午盘,恒生科技指数有8只成分股上涨。金蝶国际涨4.94%、明源云涨5.49%、比亚迪电子涨2.87%,哔哩哔哩-SW涨3.44%,美团涨0.71%。腾讯控股早盘一度跌至305.2港元,截至午盘,回升至313.8港元/股,收跌5.42%。作为腾讯控股知名投资者,段永平依然持续看好腾讯。3月14午间,段永平接连更新两条动态,称“这个礼拜五有一批145的苹果的put到期,很久以前卖的。这笔钱出来可以考虑放一半在腾讯上。”今日早间,段永平再发动态称,“明天准备拿BRKB(伯克希尔)换点,不等了。”截至午盘,美团强势翻红,收报113.4港元/股,上涨0.71%,此前早盘一度大跌超8%。机构最新点评称,1-2月份,社会消费品零售总额74426亿元,同比增长6.7%。数据好于市场预期。其中,全国网上零售额19558亿元,同比增长10.2%。在实物商品网上零售额中,吃类、穿类和用类商品分别增长12.7%、3.9%和15.1%。国家统计局强调,1-2月份经济恢复势头较好。国信证券表示,由于社区电商盈利改善,美团整体利润水平有望维持。维持合理估值区间261-294港币,继续维持“增持”评级。光大证券表示,美团凭借完善的业务闭环,为用户提供找店、团购、预约、出行、评价的本地生活“一站式”服务,借由完善的用户体验加强用户留存。美团的到店业务护城河深厚,将持续为美团提供稳定利润,为美团拓展其他新业务提供稳定的基础,维持“买入”评级。坚信优质互联网个股的长线投资价值相较于2021年2月18日创下的阶段性高点11001.78点,恒生科技指数近一年内的跌幅已接近60%。南方东英相关人士对记者表示,近期恒生科技指数深度回调,但南方东英恒生科技指数Pacer Swan SOS Fund of Funds ETF|ETF及南方东英恒生科技指数每日杠杆 (2x) 产品逆市获得持续大量资金流入。3月7日至3月11日,南方东英恒生科技指数ETF “逆市吸金”,累积认购1.58亿份,创下2020年9月以来最大单周份额增长。同时南方东英恒生科技指数每日杠杆 (2x)录得连续4周净申购,累积认购4.65亿份(约19亿港币),近一个月份额增长18%至30.6亿份,最新规模约为130亿港币。3月14日,恒生科技指数遭遇历史最大单日跌幅,南方东英恒生科技指数ETF继续获得认购约4.6亿港币,南方东英恒生科技指数每日杠杆(2X)产品获得认购约 2.7亿港币,显示资金对科技股实力和价值的坚定信心。Wind数据显示,南下资金不断流入港股科技板块。其中,3月14日南下资金净流入64.72亿港元,年初至今的净流入则高达787.15亿港元。深圳某私募投资经理表示,近期中概股出现大幅下跌,更多受消息面和情绪交易面的影响。但真正决定一家公司股票价格长期走向的是基本面,这些代表新经济的公司将会伴随中国经济崛起而在全球经济中占据更重要的地位,长线投资价值凸显。目前市场最缺的是信心,坚信春天仍会到来,但现阶段需要耐心、防守和等待。富途证券投研团队对记者表示,港股市场出现较大幅度的低开高走,与统计局披露宏观数据有关。富途认为,根据历史经验,基本面好转的数据将持续引领中短期市场表现趋好。目前恒生指数处于历史低位,大量公司跌出较高的派息率。此时在市场悲观时,投资者可以更加乐观。南方东英也对记者表示,近期港股市场出现了短期大幅杀跌,从长期维度看优质中国资产的估值已经非常吸引。今早公布的数据对中国资产的长期投资人来说无疑是一剂强心针。在目前地缘局势紧张和全球央行加息的大环境下,港股距离彻底扭转趋势,仍然需要更长的时间和更多的强劲数据来支撑。据瑞银中国股票策略研究主管王宗豪观察,机构港股持仓比例正在提升。对于两地上市的中概股,过去3个月机构持仓合计下滑2.6个百分点。但其香港上市股票的机构持仓提高0.9个百分点,表明部分投资者将中概股转换为H股。港交所中央结算及交收系统(CCASS)数据也显示两地上市中概股的港股部分占比从48%升至53%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635644314,"gmtCreate":1646992648045,"gmtModify":1646992648045,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"<a 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20:55","market":"us","language":"zh","title":"异动 | 荔枝盘前拉升,涨超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196700444","media":"老虎资讯综合","summary":"周二,音频概念中概股荔枝盘前异动拉升,截至发稿涨超12%。","content":"<p>周二,音频概念中概股<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>盘前异动拉升,截至发稿涨超12%。</p><p><img src=\"https://static.tigerbbs.com/16a40b8fda382a01da856779b51e4e6a\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></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>异动 | 荔枝盘前拉升,涨超12%</title>\n<style 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href=\"https://laohu8.com/S/LIZI\">荔枝</a>盘前异动拉升,截至发稿涨超12%。</p><p><img src=\"https://static.tigerbbs.com/16a40b8fda382a01da856779b51e4e6a\" tg-width=\"800\" tg-height=\"531\" 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad8ed91990cf4edda9c77a001970a129","relate_stocks":{"QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","BK4561":"索罗斯持仓","RIVN":"Rivian Automotive, Inc.","BK4534":"瑞士信贷持仓","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","BK4550":"红杉资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211952482","content_text":"索罗斯基金管理公司(Soros Fund 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","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639001556","repostId":"1130960069","repostType":2,"repost":{"id":"1130960069","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":1643068822,"share":"https://www.laohu8.com/m/news/1130960069?lang=&edition=full","pubTime":"2022-01-25 08:00","market":"sh","language":"zh","title":"昨夜今晨:美股上演“惊魂一夜”!纳指收复4.9%跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1130960069","media":"老虎资讯综合","summary":"摘要:①美股三大股指盘中暴跌后尾盘强势转涨,纳指涨0.63%;美油跌2.15%;②俄乌剑拔弩张,卢布一度跌超2%,欧股全线下挫;③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平,俄股市一","content":"<html><head></head><body><blockquote>摘要:①美股三大股指盘中暴跌后尾盘强势转涨,纳指涨0.63%;美油跌2.15%;②俄乌剑拔弩张,卢布一度跌超2%,欧股全线下挫;③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平,俄股市一度大跌逾10%。</blockquote><p>海外市场</p><p>1、美股上演“惊魂一夜”!纳指收复4.9%跌幅</p><p>1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。</p><p>开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。</p><p>开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年11月奥密克戎消息前爆发以来最大涨幅。</p><p>收盘前两个小时,美股跌幅大幅收窄至午盘时的一半,标普跌1.4%,道指跌430点,纳指跌1.35%。收盘前半小时,三大股指跌幅收窄至不足1%,小盘股率先转涨。收盘前25分钟,纳指和费城半导体指数转涨,罗素2000涨超1.5%领跑。</p><p>截至收盘,道指收涨0.29%,标普500指数涨0.28%,纳指涨0.63%,自2008年金融危机以来,纳指首次盘中跌超4%后转而收涨。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.49%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.11%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.22%,亚马涨1.33%,Meta涨1.83%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌2.6%。</p><p>2、热门中概股周一收盘多数走低 <a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超9%</p><p>热门中概股周一收盘多数走低,新能源汽车股大跌,蔚来汽车跌超9%。</p><p>阿里巴巴收跌超2%,百度跌近5%,腾讯ADR跌0.8%,拼多多跌超3%,B站跌2.5%,爱奇艺跌0.5%。</p><p><a href=\"https://laohu8.com/S/TOUR\">途牛</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超10%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超5%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>跌近5%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、跌超3%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、跌超2%,雾芯科技跌近2%,<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%。</p><p>新能源汽车股中,蔚来汽车跌超9%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p>3、欧股周一全线暴跌 创19个月以来最大单日跌幅</p><p>欧洲股市周一暴跌,创三个月来最糟糕的单日交易记录。斯托克欧洲600指数下跌至45640点,跌幅3.8%。这是自2020年6月11日以来最严重的单日跌幅。</p><p>德国DAX指数下跌3.80%,法国CAC 40指数下跌3.97%,英国FTSE 100指数下跌2.63%。</p><p>Exante 的高级经济学家表示:“本周开局不佳之前,风险资产刚刚经历了相当熊市的一周。投资者对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>第四季度的盈利结果并不满意,而在更宏观的层面上,对美联储收紧政策和全球高通胀水平的担忧也严重打压了风险偏好。”</p><p>4、国际原油周一收跌 WTI原油期货跌2.15%</p><p>国际原油周一收跌,WTI 3月原油期货收跌1.83美元,跌幅2.15%,报83.31美元/桶。</p><p>布伦特3月原油期货收跌1.62美元,跌幅1.84%,报86.27美元/桶。</p><p>此次抛售是由金融市场更广泛的波动推动的,美元兑其他货币走强,也对油价造成了影响,因为油价变高,对海外买家的吸引力也会降低。</p><p>5、黄金期货周一收高0.54% 美股大跌令金价获得支撑</p><p>BullionVault研究主管Adrian Ash表示:“黄金作为投资组合的保险显然受到青睐。利率上升通常会给黄金带来不利影响,但由于政治上不可能用廉价资金拯救股票投资者,因此美联储加息太晚的风险现在变得更糟了”。</p><p>纽约商品交易所黄金期货市场交投最活跃的2月黄金期价24日比前一交易日上涨9.9美元,收于每盎司1841.7美元,涨幅为0.54%。</p><p>6、比特币止跌回升 风险资产反弹帮助其扭转连续五天的跌势</p><p>加密货币尾盘反弹与美国股市的上涨如出一辙。比特币与纳斯达克100指数的40天相关系数已经达到近0.66,是2010年开始汇编相关数据以来的最高水平。比特币与标普500指数的一个类似相关系数也处于创纪录水平。</p><p>近几周来,加密货币遭遇了广泛的抛售压力,交易员指出美联储发出鹰派信号以及科技股下跌促使投资者逃离风险资产。自去年11月创下69000美元的历史高位以来,比特币已下跌逾50%。</p><p>国际宏观</p><p>1、受奥米克戎疫情的影响 美国商业活动几乎停滞</p><p>IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>周一公布的数据显示,12月综合采购经理指数初值下滑6.2个点,至18个月低点50.8。数据高于50暗示扩张。</p><p>服务业指标同样跌至2020年7月以来的最低水平,劳动力短缺和员工缺勤令服务业活动承压。</p><p>制造业指数跌幅相比之下较为温和,但是指数仍旧为2020年10月以来的新低,供应链依然不畅,产出受限。</p><p>“产出受到奥米克戎的影响比需求受到的影响大得多,新业务流入的强劲增长暗示一旦限制得以缓和,增速就会重新恢复,”IHS Markit首席商业经济学家Chris Williamson表示。</p><p>2、美国食品价格连番大涨 巨头企业与拜登政府互怼</p><p>食品公司表示,价格上涨符合市场规律,极端天气和疫情对供应链的干扰增加了生产成本,减少了食品供给;与此同时,美国境内外的需求都在增加。但拜登政府和一些参议员则认为,行业垄断才是涨价的主要源头,少数巨头公司有能力抬高价格,并从通货膨胀中获利。</p><p>3、俄乌剑拔弩张,金融市场风声鹤唳! 卢布一度跌超2%,欧股全线下挫</p><p>俄罗斯和乌克兰的政府债券、货币和股市已经受到冲击,事态升级有可能引发投资者匆忙撤离。</p><p>尽管美国和欧洲尚未讨论对俄罗斯大宗商品的制裁,但冲突有可能会破坏天然气和小麦期货价格的稳定,甚至威胁到欧股短期走势。</p><p>近期,随着一些投资者转向寻找最安全的资产,他们对美债的投资兴趣激增。</p><p>欧盟外长将于周一与美国国务卿布林肯讨论乌克兰问题,有分析人士认为在此期间金融市场的波动可能将加剧</p><p>4、世卫组织:今年有望结束疫情的最严重阶段</p><p>世卫组织总干事谭德塞表示,在可预见的未来,人类将与新冠病毒共存,当前形势下很可能出现更多变异株。如果各国能全面使用所有战略和工具,今年就可以结束疫情的最严重阶段,新冠疫情将不再是全球突发公共卫生事件。</p><p>5、德国电气产业2021年销售额有望首次突破2000亿欧元</p><p>2021年1月至11月期间,德国电子电气行业生产增长近9%,销售额同比增长近10%。该协会预计2021年行业整体销售额有望第一次突破2000亿欧元大关。</p><p>该协会主席冈瑟·凯格尔称,受益于对其他国家的出口增加,几乎所有电气子行业都取得“积极发展”。其中,电池行业增长了近40% 。</p><p>6、德国总理:将推动新一轮新冠疫苗接种运动</p><p>德国总理朔尔茨在会后的新闻发布会上表示,德国需要坚持现行的防疫措施,同时大力推进新一轮的疫苗接种运动。</p><p>朔尔茨称,虽然德国在疫苗接种方面已经取得了一定成果,但还远远不够。</p><p>7、交易员预测美股下跌不会让美联储暂缓紧缩 3月加息箭在弦上</p><p>历史上美国股市和其他风险资产的急剧下跌曾经令决策者暂时止步,但这次,即便是在当前科技股带领股市大跌的情况下,对今年加息的押注依然没有动摇,</p><p>掉期市场显示, 美联储3月料加息25个基点,市场预期2022年全年接近加息一个完整百分点 。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2206888889\" target=\"_blank\">助力元宇宙基建 Meta推出新一代人工智能超级计算机</a></p><p>前身为脸书的<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc.在其官网推出了公司的“人工智能研究超级集群”(AI Research SuperCluster,下文简称“RSC”)。</p><p>Meta认为,RSC是目前世界上运行速度最快的一批人工智能(AI)超级计算机之一,“一旦在2022年中期完全建成,它将正式成为世界上最快的AI超级计算机。”</p><p>2、<a href=\"https://laohu8.com/NW/2206002788\" target=\"_blank\">美国三州和华盛顿特区起诉谷歌不当获取用户位置数据</a></p><p>华盛顿州总检察长卡尔·拉辛(Karl Racine)在一份声明中表示:“谷歌错误地引导消费者相信,更改他们的账户和设备设置可以保护他们的隐私,并能够限制(谷歌)公司访问他们的个人数据。”据报道,得克萨斯州、华盛顿州和印第安纳州的总检察长也将在各自的州提出诉讼。</p><p>3、<a href=\"https://laohu8.com/NW/2206002095\" target=\"_blank\">亚马逊将开设首家实体时装店 智能算法、魔法衣橱成亮点</a></p><p>电商巨头亚马逊再次将触角伸向实体产业。1月20日,它宣布将开设首家时装店,并在店中加入科技元素,包括算法推荐和“魔法衣橱”,但尚未公布具体开店时间。</p><p>据悉,这家新店名为“亚马逊风”(Amazon Style),将开设在大洛杉矶地区的The Americana at Brand商场内,与Nordstrom百货、<a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a>、J。 Crew、H&M等店铺为邻。按照亚马逊风总经理西莫伊娜·瓦森(Simoina Vasen)的说法,如果不能大大改善客户的购物体验,亚马逊就“没有参与实体零售业的必要”。</p><p>4、<a href=\"https://laohu8.com/NW/2205004571\" target=\"_blank\">默沙东又输一局?传EMA将优先审批辉瑞新冠口服药</a></p><p>去年12月,欧洲药品监管局(EMA)就如何将这两种药物用作紧急治疗向成员国提供了指导,同时进行了滚动审查,使得成员国得以在欧盟正式批准之前采用这两种药物。意大利、德国和比利时等少数几个欧盟国家采购了Paxlovid和Molnupiravir。</p><p>消息人士称,尽管默沙东比辉瑞更早提出申请,但他们提交最终疗效数据的时间更晚,因此欧洲监管机构花了更多时间来审查最后的数据。</p><p>5、<a href=\"https://laohu8.com/NW/2205009377\" target=\"_blank\">蔚来成立近800万美元保险经纪公司,盘前延续上周五跌势</a></p><p>而蔚来也并非第一家设立保险经纪公司的企业,早在2020年8月份,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)就成立了相同性质的公司,由特斯拉汽车香港有限公司100%控股。</p><p>此外,2021年12月27日,上海保险交易所上线新能源车险交易平台(以下简称交易平台),并首批挂牌人保财险、平安财险、太保产险等12家财险公司的新能源汽车专属保险产品,为新能源汽车专属保险产品落地服务提供支持。</p><p>6、<a href=\"https://laohu8.com/NW/2206788598\" target=\"_blank\">IBM第四季度营收创十年来最大增幅,盘后一度飙升7%</a></p><p>美股周一盘后,<a href=\"https://laohu8.com/S/IBM\">IBM</a>公布了截止2021年12月31日的第四季度财报。财报显示,公司营收高和每股收益均超出了分析师的预期,IBM美股盘后涨幅从2.95%一度扩大至6.99%。年初以来,IBM的股价累计下跌5.31%,优于同期标准普尔全球100指数累计8.71%的跌幅。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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昨夜今晨:美股上演“惊魂一夜”!纳指收复4.9%跌幅\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\">2022-01-25 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美股三大股指盘中暴跌后尾盘强势转涨,纳指涨0.63%;美油跌2.15%;②俄乌剑拔弩张,卢布一度跌超2%,欧股全线下挫;③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平,俄股市一度大跌逾10%。</blockquote><p>海外市场</p><p>1、美股上演“惊魂一夜”!纳指收复4.9%跌幅</p><p>1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。</p><p>开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。</p><p>开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年11月奥密克戎消息前爆发以来最大涨幅。</p><p>收盘前两个小时,美股跌幅大幅收窄至午盘时的一半,标普跌1.4%,道指跌430点,纳指跌1.35%。收盘前半小时,三大股指跌幅收窄至不足1%,小盘股率先转涨。收盘前25分钟,纳指和费城半导体指数转涨,罗素2000涨超1.5%领跑。</p><p>截至收盘,道指收涨0.29%,标普500指数涨0.28%,纳指涨0.63%,自2008年金融危机以来,纳指首次盘中跌超4%后转而收涨。</p><p>大型科技股涨跌不一,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌0.49%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.11%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.22%,亚马涨1.33%,Meta涨1.83%,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌2.6%。</p><p>2、热门中概股周一收盘多数走低 <a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超9%</p><p>热门中概股周一收盘多数走低,新能源汽车股大跌,蔚来汽车跌超9%。</p><p>阿里巴巴收跌超2%,百度跌近5%,腾讯ADR跌0.8%,拼多多跌超3%,B站跌2.5%,爱奇艺跌0.5%。</p><p><a href=\"https://laohu8.com/S/TOUR\">途牛</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超10%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超5%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>跌近5%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、跌超3%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、跌超2%,雾芯科技跌近2%,<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌超1%。</p><p>新能源汽车股中,蔚来汽车跌超9%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</p><p>3、欧股周一全线暴跌 创19个月以来最大单日跌幅</p><p>欧洲股市周一暴跌,创三个月来最糟糕的单日交易记录。斯托克欧洲600指数下跌至45640点,跌幅3.8%。这是自2020年6月11日以来最严重的单日跌幅。</p><p>德国DAX指数下跌3.80%,法国CAC 40指数下跌3.97%,英国FTSE 100指数下跌2.63%。</p><p>Exante 的高级经济学家表示:“本周开局不佳之前,风险资产刚刚经历了相当熊市的一周。投资者对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>第四季度的盈利结果并不满意,而在更宏观的层面上,对美联储收紧政策和全球高通胀水平的担忧也严重打压了风险偏好。”</p><p>4、国际原油周一收跌 WTI原油期货跌2.15%</p><p>国际原油周一收跌,WTI 3月原油期货收跌1.83美元,跌幅2.15%,报83.31美元/桶。</p><p>布伦特3月原油期货收跌1.62美元,跌幅1.84%,报86.27美元/桶。</p><p>此次抛售是由金融市场更广泛的波动推动的,美元兑其他货币走强,也对油价造成了影响,因为油价变高,对海外买家的吸引力也会降低。</p><p>5、黄金期货周一收高0.54% 美股大跌令金价获得支撑</p><p>BullionVault研究主管Adrian Ash表示:“黄金作为投资组合的保险显然受到青睐。利率上升通常会给黄金带来不利影响,但由于政治上不可能用廉价资金拯救股票投资者,因此美联储加息太晚的风险现在变得更糟了”。</p><p>纽约商品交易所黄金期货市场交投最活跃的2月黄金期价24日比前一交易日上涨9.9美元,收于每盎司1841.7美元,涨幅为0.54%。</p><p>6、比特币止跌回升 风险资产反弹帮助其扭转连续五天的跌势</p><p>加密货币尾盘反弹与美国股市的上涨如出一辙。比特币与纳斯达克100指数的40天相关系数已经达到近0.66,是2010年开始汇编相关数据以来的最高水平。比特币与标普500指数的一个类似相关系数也处于创纪录水平。</p><p>近几周来,加密货币遭遇了广泛的抛售压力,交易员指出美联储发出鹰派信号以及科技股下跌促使投资者逃离风险资产。自去年11月创下69000美元的历史高位以来,比特币已下跌逾50%。</p><p>国际宏观</p><p>1、受奥米克戎疫情的影响 美国商业活动几乎停滞</p><p>IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>周一公布的数据显示,12月综合采购经理指数初值下滑6.2个点,至18个月低点50.8。数据高于50暗示扩张。</p><p>服务业指标同样跌至2020年7月以来的最低水平,劳动力短缺和员工缺勤令服务业活动承压。</p><p>制造业指数跌幅相比之下较为温和,但是指数仍旧为2020年10月以来的新低,供应链依然不畅,产出受限。</p><p>“产出受到奥米克戎的影响比需求受到的影响大得多,新业务流入的强劲增长暗示一旦限制得以缓和,增速就会重新恢复,”IHS Markit首席商业经济学家Chris Williamson表示。</p><p>2、美国食品价格连番大涨 巨头企业与拜登政府互怼</p><p>食品公司表示,价格上涨符合市场规律,极端天气和疫情对供应链的干扰增加了生产成本,减少了食品供给;与此同时,美国境内外的需求都在增加。但拜登政府和一些参议员则认为,行业垄断才是涨价的主要源头,少数巨头公司有能力抬高价格,并从通货膨胀中获利。</p><p>3、俄乌剑拔弩张,金融市场风声鹤唳! 卢布一度跌超2%,欧股全线下挫</p><p>俄罗斯和乌克兰的政府债券、货币和股市已经受到冲击,事态升级有可能引发投资者匆忙撤离。</p><p>尽管美国和欧洲尚未讨论对俄罗斯大宗商品的制裁,但冲突有可能会破坏天然气和小麦期货价格的稳定,甚至威胁到欧股短期走势。</p><p>近期,随着一些投资者转向寻找最安全的资产,他们对美债的投资兴趣激增。</p><p>欧盟外长将于周一与美国国务卿布林肯讨论乌克兰问题,有分析人士认为在此期间金融市场的波动可能将加剧</p><p>4、世卫组织:今年有望结束疫情的最严重阶段</p><p>世卫组织总干事谭德塞表示,在可预见的未来,人类将与新冠病毒共存,当前形势下很可能出现更多变异株。如果各国能全面使用所有战略和工具,今年就可以结束疫情的最严重阶段,新冠疫情将不再是全球突发公共卫生事件。</p><p>5、德国电气产业2021年销售额有望首次突破2000亿欧元</p><p>2021年1月至11月期间,德国电子电气行业生产增长近9%,销售额同比增长近10%。该协会预计2021年行业整体销售额有望第一次突破2000亿欧元大关。</p><p>该协会主席冈瑟·凯格尔称,受益于对其他国家的出口增加,几乎所有电气子行业都取得“积极发展”。其中,电池行业增长了近40% 。</p><p>6、德国总理:将推动新一轮新冠疫苗接种运动</p><p>德国总理朔尔茨在会后的新闻发布会上表示,德国需要坚持现行的防疫措施,同时大力推进新一轮的疫苗接种运动。</p><p>朔尔茨称,虽然德国在疫苗接种方面已经取得了一定成果,但还远远不够。</p><p>7、交易员预测美股下跌不会让美联储暂缓紧缩 3月加息箭在弦上</p><p>历史上美国股市和其他风险资产的急剧下跌曾经令决策者暂时止步,但这次,即便是在当前科技股带领股市大跌的情况下,对今年加息的押注依然没有动摇,</p><p>掉期市场显示, 美联储3月料加息25个基点,市场预期2022年全年接近加息一个完整百分点 。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2206888889\" target=\"_blank\">助力元宇宙基建 Meta推出新一代人工智能超级计算机</a></p><p>前身为脸书的<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc.在其官网推出了公司的“人工智能研究超级集群”(AI Research SuperCluster,下文简称“RSC”)。</p><p>Meta认为,RSC是目前世界上运行速度最快的一批人工智能(AI)超级计算机之一,“一旦在2022年中期完全建成,它将正式成为世界上最快的AI超级计算机。”</p><p>2、<a href=\"https://laohu8.com/NW/2206002788\" target=\"_blank\">美国三州和华盛顿特区起诉谷歌不当获取用户位置数据</a></p><p>华盛顿州总检察长卡尔·拉辛(Karl Racine)在一份声明中表示:“谷歌错误地引导消费者相信,更改他们的账户和设备设置可以保护他们的隐私,并能够限制(谷歌)公司访问他们的个人数据。”据报道,得克萨斯州、华盛顿州和印第安纳州的总检察长也将在各自的州提出诉讼。</p><p>3、<a href=\"https://laohu8.com/NW/2206002095\" target=\"_blank\">亚马逊将开设首家实体时装店 智能算法、魔法衣橱成亮点</a></p><p>电商巨头亚马逊再次将触角伸向实体产业。1月20日,它宣布将开设首家时装店,并在店中加入科技元素,包括算法推荐和“魔法衣橱”,但尚未公布具体开店时间。</p><p>据悉,这家新店名为“亚马逊风”(Amazon Style),将开设在大洛杉矶地区的The Americana at Brand商场内,与Nordstrom百货、<a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a>、J。 Crew、H&M等店铺为邻。按照亚马逊风总经理西莫伊娜·瓦森(Simoina Vasen)的说法,如果不能大大改善客户的购物体验,亚马逊就“没有参与实体零售业的必要”。</p><p>4、<a href=\"https://laohu8.com/NW/2205004571\" target=\"_blank\">默沙东又输一局?传EMA将优先审批辉瑞新冠口服药</a></p><p>去年12月,欧洲药品监管局(EMA)就如何将这两种药物用作紧急治疗向成员国提供了指导,同时进行了滚动审查,使得成员国得以在欧盟正式批准之前采用这两种药物。意大利、德国和比利时等少数几个欧盟国家采购了Paxlovid和Molnupiravir。</p><p>消息人士称,尽管默沙东比辉瑞更早提出申请,但他们提交最终疗效数据的时间更晚,因此欧洲监管机构花了更多时间来审查最后的数据。</p><p>5、<a href=\"https://laohu8.com/NW/2205009377\" target=\"_blank\">蔚来成立近800万美元保险经纪公司,盘前延续上周五跌势</a></p><p>而蔚来也并非第一家设立保险经纪公司的企业,早在2020年8月份,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)就成立了相同性质的公司,由特斯拉汽车香港有限公司100%控股。</p><p>此外,2021年12月27日,上海保险交易所上线新能源车险交易平台(以下简称交易平台),并首批挂牌人保财险、平安财险、太保产险等12家财险公司的新能源汽车专属保险产品,为新能源汽车专属保险产品落地服务提供支持。</p><p>6、<a href=\"https://laohu8.com/NW/2206788598\" target=\"_blank\">IBM第四季度营收创十年来最大增幅,盘后一度飙升7%</a></p><p>美股周一盘后,<a href=\"https://laohu8.com/S/IBM\">IBM</a>公布了截止2021年12月31日的第四季度财报。财报显示,公司营收高和每股收益均超出了分析师的预期,IBM美股盘后涨幅从2.95%一度扩大至6.99%。年初以来,IBM的股价累计下跌5.31%,优于同期标准普尔全球100指数累计8.71%的跌幅。</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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130960069","content_text":"摘要:①美股三大股指盘中暴跌后尾盘强势转涨,纳指涨0.63%;美油跌2.15%;②俄乌剑拔弩张,卢布一度跌超2%,欧股全线下挫;③俄罗斯货币卢布汇率波动指标升至2020年11月以来的最高水平,俄股市一度大跌逾10%。海外市场1、美股上演“惊魂一夜”!纳指收复4.9%跌幅1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年11月奥密克戎消息前爆发以来最大涨幅。收盘前两个小时,美股跌幅大幅收窄至午盘时的一半,标普跌1.4%,道指跌430点,纳指跌1.35%。收盘前半小时,三大股指跌幅收窄至不足1%,小盘股率先转涨。收盘前25分钟,纳指和费城半导体指数转涨,罗素2000涨超1.5%领跑。截至收盘,道指收涨0.29%,标普500指数涨0.28%,纳指涨0.63%,自2008年金融危机以来,纳指首次盘中跌超4%后转而收涨。大型科技股涨跌不一,苹果跌0.49%,微软涨0.11%,谷歌A涨0.22%,亚马涨1.33%,Meta涨1.83%,奈飞跌2.6%。2、热门中概股周一收盘多数走低 蔚来汽车跌超9%热门中概股周一收盘多数走低,新能源汽车股大跌,蔚来汽车跌超9%。阿里巴巴收跌超2%,百度跌近5%,腾讯ADR跌0.8%,拼多多跌超3%,B站跌2.5%,爱奇艺跌0.5%。途牛、汽车之家跌超10%,新东方跌超5%,百度、趣头条跌近5%,拼多多、贝壳、跌超3%,哔哩哔哩、京东、跌超2%,雾芯科技跌近2%,网易、唯品会跌超1%。新能源汽车股中,蔚来汽车跌超9%,小鹏汽车跌超4%,理想汽车跌超2%。3、欧股周一全线暴跌 创19个月以来最大单日跌幅欧洲股市周一暴跌,创三个月来最糟糕的单日交易记录。斯托克欧洲600指数下跌至45640点,跌幅3.8%。这是自2020年6月11日以来最严重的单日跌幅。德国DAX指数下跌3.80%,法国CAC 40指数下跌3.97%,英国FTSE 100指数下跌2.63%。Exante 的高级经济学家表示:“本周开局不佳之前,风险资产刚刚经历了相当熊市的一周。投资者对美国银行第四季度的盈利结果并不满意,而在更宏观的层面上,对美联储收紧政策和全球高通胀水平的担忧也严重打压了风险偏好。”4、国际原油周一收跌 WTI原油期货跌2.15%国际原油周一收跌,WTI 3月原油期货收跌1.83美元,跌幅2.15%,报83.31美元/桶。布伦特3月原油期货收跌1.62美元,跌幅1.84%,报86.27美元/桶。此次抛售是由金融市场更广泛的波动推动的,美元兑其他货币走强,也对油价造成了影响,因为油价变高,对海外买家的吸引力也会降低。5、黄金期货周一收高0.54% 美股大跌令金价获得支撑BullionVault研究主管Adrian Ash表示:“黄金作为投资组合的保险显然受到青睐。利率上升通常会给黄金带来不利影响,但由于政治上不可能用廉价资金拯救股票投资者,因此美联储加息太晚的风险现在变得更糟了”。纽约商品交易所黄金期货市场交投最活跃的2月黄金期价24日比前一交易日上涨9.9美元,收于每盎司1841.7美元,涨幅为0.54%。6、比特币止跌回升 风险资产反弹帮助其扭转连续五天的跌势加密货币尾盘反弹与美国股市的上涨如出一辙。比特币与纳斯达克100指数的40天相关系数已经达到近0.66,是2010年开始汇编相关数据以来的最高水平。比特币与标普500指数的一个类似相关系数也处于创纪录水平。近几周来,加密货币遭遇了广泛的抛售压力,交易员指出美联储发出鹰派信号以及科技股下跌促使投资者逃离风险资产。自去年11月创下69000美元的历史高位以来,比特币已下跌逾50%。国际宏观1、受奥米克戎疫情的影响 美国商业活动几乎停滞IHS Markit周一公布的数据显示,12月综合采购经理指数初值下滑6.2个点,至18个月低点50.8。数据高于50暗示扩张。服务业指标同样跌至2020年7月以来的最低水平,劳动力短缺和员工缺勤令服务业活动承压。制造业指数跌幅相比之下较为温和,但是指数仍旧为2020年10月以来的新低,供应链依然不畅,产出受限。“产出受到奥米克戎的影响比需求受到的影响大得多,新业务流入的强劲增长暗示一旦限制得以缓和,增速就会重新恢复,”IHS Markit首席商业经济学家Chris Williamson表示。2、美国食品价格连番大涨 巨头企业与拜登政府互怼食品公司表示,价格上涨符合市场规律,极端天气和疫情对供应链的干扰增加了生产成本,减少了食品供给;与此同时,美国境内外的需求都在增加。但拜登政府和一些参议员则认为,行业垄断才是涨价的主要源头,少数巨头公司有能力抬高价格,并从通货膨胀中获利。3、俄乌剑拔弩张,金融市场风声鹤唳! 卢布一度跌超2%,欧股全线下挫俄罗斯和乌克兰的政府债券、货币和股市已经受到冲击,事态升级有可能引发投资者匆忙撤离。尽管美国和欧洲尚未讨论对俄罗斯大宗商品的制裁,但冲突有可能会破坏天然气和小麦期货价格的稳定,甚至威胁到欧股短期走势。近期,随着一些投资者转向寻找最安全的资产,他们对美债的投资兴趣激增。欧盟外长将于周一与美国国务卿布林肯讨论乌克兰问题,有分析人士认为在此期间金融市场的波动可能将加剧4、世卫组织:今年有望结束疫情的最严重阶段世卫组织总干事谭德塞表示,在可预见的未来,人类将与新冠病毒共存,当前形势下很可能出现更多变异株。如果各国能全面使用所有战略和工具,今年就可以结束疫情的最严重阶段,新冠疫情将不再是全球突发公共卫生事件。5、德国电气产业2021年销售额有望首次突破2000亿欧元2021年1月至11月期间,德国电子电气行业生产增长近9%,销售额同比增长近10%。该协会预计2021年行业整体销售额有望第一次突破2000亿欧元大关。该协会主席冈瑟·凯格尔称,受益于对其他国家的出口增加,几乎所有电气子行业都取得“积极发展”。其中,电池行业增长了近40% 。6、德国总理:将推动新一轮新冠疫苗接种运动德国总理朔尔茨在会后的新闻发布会上表示,德国需要坚持现行的防疫措施,同时大力推进新一轮的疫苗接种运动。朔尔茨称,虽然德国在疫苗接种方面已经取得了一定成果,但还远远不够。7、交易员预测美股下跌不会让美联储暂缓紧缩 3月加息箭在弦上历史上美国股市和其他风险资产的急剧下跌曾经令决策者暂时止步,但这次,即便是在当前科技股带领股市大跌的情况下,对今年加息的押注依然没有动摇,掉期市场显示, 美联储3月料加息25个基点,市场预期2022年全年接近加息一个完整百分点 。公司新闻1、助力元宇宙基建 Meta推出新一代人工智能超级计算机前身为脸书的Meta Platforms, Inc.在其官网推出了公司的“人工智能研究超级集群”(AI Research SuperCluster,下文简称“RSC”)。Meta认为,RSC是目前世界上运行速度最快的一批人工智能(AI)超级计算机之一,“一旦在2022年中期完全建成,它将正式成为世界上最快的AI超级计算机。”2、美国三州和华盛顿特区起诉谷歌不当获取用户位置数据华盛顿州总检察长卡尔·拉辛(Karl Racine)在一份声明中表示:“谷歌错误地引导消费者相信,更改他们的账户和设备设置可以保护他们的隐私,并能够限制(谷歌)公司访问他们的个人数据。”据报道,得克萨斯州、华盛顿州和印第安纳州的总检察长也将在各自的州提出诉讼。3、亚马逊将开设首家实体时装店 智能算法、魔法衣橱成亮点电商巨头亚马逊再次将触角伸向实体产业。1月20日,它宣布将开设首家时装店,并在店中加入科技元素,包括算法推荐和“魔法衣橱”,但尚未公布具体开店时间。据悉,这家新店名为“亚马逊风”(Amazon Style),将开设在大洛杉矶地区的The Americana at Brand商场内,与Nordstrom百货、Urban Outfitters、J。 Crew、H&M等店铺为邻。按照亚马逊风总经理西莫伊娜·瓦森(Simoina Vasen)的说法,如果不能大大改善客户的购物体验,亚马逊就“没有参与实体零售业的必要”。4、默沙东又输一局?传EMA将优先审批辉瑞新冠口服药去年12月,欧洲药品监管局(EMA)就如何将这两种药物用作紧急治疗向成员国提供了指导,同时进行了滚动审查,使得成员国得以在欧盟正式批准之前采用这两种药物。意大利、德国和比利时等少数几个欧盟国家采购了Paxlovid和Molnupiravir。消息人士称,尽管默沙东比辉瑞更早提出申请,但他们提交最终疗效数据的时间更晚,因此欧洲监管机构花了更多时间来审查最后的数据。5、蔚来成立近800万美元保险经纪公司,盘前延续上周五跌势而蔚来也并非第一家设立保险经纪公司的企业,早在2020年8月份,特斯拉(TSLA.US)就成立了相同性质的公司,由特斯拉汽车香港有限公司100%控股。此外,2021年12月27日,上海保险交易所上线新能源车险交易平台(以下简称交易平台),并首批挂牌人保财险、平安财险、太保产险等12家财险公司的新能源汽车专属保险产品,为新能源汽车专属保险产品落地服务提供支持。6、IBM第四季度营收创十年来最大增幅,盘后一度飙升7%美股周一盘后,IBM公布了截止2021年12月31日的第四季度财报。财报显示,公司营收高和每股收益均超出了分析师的预期,IBM美股盘后涨幅从2.95%一度扩大至6.99%。年初以来,IBM的股价累计下跌5.31%,优于同期标准普尔全球100指数累计8.71%的跌幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695356950,"gmtCreate":1641349839162,"gmtModify":1641349839162,"author":{"id":"3548442381649766","authorId":"3548442381649766","name":"海格微","avatar":"https://static.tigerbbs.com/627e959157d81f1d9d698bade03acc1d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548442381649766","authorIdStr":"3548442381649766"},"themes":[],"htmlText":"<a 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