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night_0545
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IP属地:北京
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night_0545
2021-12-20
$老虎证券(TIGR)$
还没有来得及跑 又套住了
night_0545
2021-12-01
$老虎证券(TIGR)$
老虎 成病猫了
night_0545
2021-12-20
$阿里巴巴(BABA)$
如今中概没人玩了
night_0545
2021-11-02
$特斯拉(TSLA)$
这也算跌了
night_0545
2021-11-30
$老虎证券(TIGR)$
啥玩意 跌不停了
night_0545
2020-06-05
$传奇生物(LEGN)$
中签了
night_0545
2020-11-17
$阿里巴巴(BABA)$
阿里巴巴 今天能反红吗
night_0545
2021-12-13
$阿里巴巴(BABA)$
没救了
night_0545
2021-08-18
$富途控股(FUTU)$
还要破90
night_0545
2021-12-15
$富途控股(FUTU)$
等着8元吧
night_0545
04-12
$英特尔(INTC)$
左手特斯拉 右手英特尔 卧龙凤雏啊
night_0545
2021-12-02
$哔哩哔哩(BILI)$
小破站 跌的那么牛批
night_0545
2022-04-26
$恒生科技指数(HSTECH)$
为啥还不跌 垃圾
night_0545
2021-12-30
$阿里巴巴-SW(09988)$
新低了 服了
night_0545
2021-11-23
$RLX科技(RLX)$
今天翻倍吗? 瞎想一下
night_0545
2020-11-11
$阿里巴巴(BABA)$
今天275应该可以稳住
night_0545
2022-01-27
说到底 又不加息了
鲍威尔暗示3月可能加息,美股三大指数集体转跌
night_0545
2021-10-18
$特斯拉(TSLA)$
疯了
night_0545
2022-05-12
$纳指三倍做空ETF(SQQQ)$
迷你
night_0545
2022-05-12
昨天涨10个点呢 今天不跌10个点吗?
港股开盘 | 恒指低开1.35%,恒生科技指数跌2.52%
去老虎APP查看更多动态
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今天不跌10个点吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612612933","repostId":"1120046290","repostType":2,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618836603,"gmtCreate":1650956554016,"gmtModify":1650957576788,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>为啥还不跌 垃圾","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>为啥还不跌 垃圾","text":"$恒生科技指数(HSTECH)$为啥还不跌 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MAN的7300万,接近1亿的订阅数,解禁迪士尼,和奈飞的差距大范围减少。亚马逊85亿收购米高梅工作室,","text":"奈飞2022年4月20日发布了最新一季度的财报以及对下个季度的展望。言财君在上一季度奈飞的业绩报出来以后(2022年1月21日)给的点评如下:“从21年Q4的财报以及公司给出的指引来看,奈飞未来的净利润增速和确定性都被下调了很多。同时加息周期汹涌来袭,实际利率从TIPS的交易结果来看相较于21年底已经上涨了50个BP了。那么熟悉估值公式的朋友们都应该知道,分子端下降,而分母端上涨,最终结果就是估值的大幅度下调。所以也就不难理解为何业绩出来后,奈飞的跌幅高达了20%。当然不排除恐慌性杀跌的可能性。但是站在目前的时间点,作为价值投资选手,奈飞的趋势走坏以及行业性的内卷持续发生的情况下,基于基本面考虑,奈飞都不会是非常好的选择,或者还没进入大家的击球点。所以我们对于奈飞的评价是保持谨慎观望的态度。对于我们来说持续跟踪行业的竞争态势,奈飞能否真正穿越行业竞争的红海,给奈飞提出了真正的考验,我们相信奈飞卓越的管理与创新能力,但是当前阶段,我们仍需要观望,暴跌以后,公司股价有可能缓慢筑底,等待业绩的确定拐点。”新季度的财报出来以后,奈飞的业绩拐点依然没有出现,甚至有恶化的趋势,在业绩公布以后,股价也出现了暴跌,全天暴跌超过35%。具体的财务数据拆分,前期的季报拆解中已经分析的比较多,今天我们就不展开了。我们只提几个关键点,因为对我们下面的分析会很有帮助:l 付费用户环比减少20万,虽然有俄罗斯业务暂停的影响,俄罗斯那边有70万用户减少,但是和上个季度预期的250万新增差距太大了。l 对下个季度的展望,进一步下降200万的订阅用户,大跌眼镜。l 老媒体纷纷入局,收并购的事件一直在发生。Discovery收购华纳29%的股权。Dsicovery自己的2200万流媒体用户加上华纳的HBO MAN的7300万,接近1亿的订阅数,解禁迪士尼,和奈飞的差距大范围减少。亚马逊85亿收购米高梅工作室,","images":[{"img":"https://static.tigerbbs.com/081bb0a071e548530294d31456a153d9","width":"553","height":"131"},{"img":"https://static.tigerbbs.com/bd7caa6ad3c1fbbc3ccba65f0ee4635e","width":"339","height":"509"},{"img":"https://static.tigerbbs.com/2dfe86b0bc7db455da7c1cda8a248f0a","width":"554","height":"199"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611538666","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613520423,"gmtCreate":1649946955770,"gmtModify":1649946955770,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>为啥不跌啊 ","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>为啥不跌啊 ","text":"$美国航空(AAL)$为啥不跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613520423","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639805338,"gmtCreate":1643235511002,"gmtModify":1643235511002,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"说到底 又不加息了","listText":"说到底 又不加息了","text":"说到底 又不加息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639805338","repostId":"1111200075","repostType":2,"repost":{"id":"1111200075","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":1643225521,"share":"https://www.laohu8.com/m/news/1111200075?lang=&edition=full","pubTime":"2022-01-27 03:32","market":"us","language":"zh","title":"鲍威尔暗示3月可能加息,美股三大指数集体转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1111200075","media":"老虎资讯综合","summary":"北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果","content":"<html><head></head><body><p>北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果这波疫情很快过去,经济影响也应该很快消散。</p><p><img src=\"https://static.tigerbbs.com/71183dbbf8443f4f474d58955312619f\" tg-width=\"1097\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p><p>美联储主席鲍威尔暗示3月份可能加息,美股快速下挫,三大指数集体转跌。截至目前,道指跌0.65%,标普500指数跌0.45%,纳指跌0.29%。</p><p><b>即时市场评论:</b>美联储观察家:鲍威尔在发布会上的表述听起来对未来充满热情,不过措辞的技术方面的偏向鹰派。鲍威尔说认为资产负债表不能替代利率,意味着转向量化紧缩(QT)不会向2017年那样替代季度加息。</p><p>Spartan资本证券首席市场经济学家Cardillo:鲍威尔在新闻发布会问答环节制造了一些不确定性,我认为这是市场做出反应的原因。鲍威尔说通胀可能恶化,供应瓶颈可能更糟糕,这番表述应该是试图让市场为情况恶化做好准备,并试图平衡一些恐慌因素。但这番表述正在营造一种不确定的氛围,这对市场是不利的。</p><p><img src=\"https://static.tigerbbs.com/d756866d3ed6bcc52797edcd912070ef\" tg-width=\"968\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>鲍威尔表示,劳动力市场取得了显著进展;劳动力市场的改善是普遍的;工资正在以多年来最快的速度增长;劳动参与率略有上升,但仍然低迷;当前的疫情可能会延长对劳动力的影响;通货膨胀仍然远远高于我们的长期目标。</p><p>瓶颈在于供应限制了产量;我们正在关注工资增长会影响到价格的风险;通货膨胀预计将在今年内下降;正仔细观察经济发展是否符合预期;长期扩张需要价格稳定;相信对就业最有利的就是推动扩张。</p><p>考虑到通货膨胀和就业,经济不再需要持续的高水平支持;经济前景仍然高度不确定,需要保持谦逊;准备好为实现目标做出适当的回应。</p><p>联邦基金利率是我们的主要政策手段;货币政策需要“灵活”;缩减资产负债表将发生在加息开始之后;缩表将以可预测的方式发生;还没有就缩减资产负债表的时机和速度做出决定;将准备调整缩表途径的一切细节;我们不可能满怀信心地预测政策的走向。</p><p>将需要应对交叉的、双边的风险;这些差异将对加息速度产生影响;我们将以数据和不断变化的前景为指导;除此之外,没有做出任何决定;现在的经济状况与2015年非常不同。</p><p>我们的两大任务都在呼吁我们放弃高度宽松的政策;随着更多人重返劳动力市场,最高就业水平可能会提高;我们正在考虑的政策路径将支持这一结果。</p><p>对美联储加息的支持非常广泛;不排除在每次美国联邦公开市场委员会会议上都加息;提高利率的空间很大;准备使用工具,以确保高价格不会站稳脚跟;财政对经济增长的推动力将大大降低,这也有助于抑制通货膨胀。</p><p>这次会议为(缩表)决策制定了指引;在接下来的会议中,我们将花时间讨论这个过程;下一次会议我们将讨论有关缩减资产负债表的更多细节;美联储仍在讨论如何缩小其资产负债表规模;当前的经济形势意味着我们可以比上次行动得更早,甚至更快;我们确实希望通过调整再投资来减少资产负债表。</p><p>我们对联邦基金利率如何影响金融状况有了更清晰的认识;我们最终关注的是实体经济;金融状况对美联储的两个目标的影响程度至关重要;对缩减资产负债表的规模、构成和速度无法透露太多;对市场来说,资产负债表是一个相对较新的东西。</p><p>我们打算在3月份的会议上提高利率;我们确实预期奥密克戎毒株疫情会有所消退,但认为这只是暂时的;我们确实预计今年供应链问题将会消退,但比预期的要慢;在不损害劳动力市场的情况下,有足够的空间提高利率;我们很清楚,目前的经济不同于上一次紧缩周期;增加、缩减资产负债表的过程很复杂。</p><p>是时候停止购买资产,然后在适当的时候缩减资产负债表了;还有大量的关于缩减资产负债表的工作要做;在我们开始加息之后,我们将转向资产负债表。</p><p>美联储将在第一次加息后至少召开一次会议来就资产负债表做决定;高通胀有可能会持续下去,尽管这不是我们的基本情况;我们必须能够解决所有可能的结果;我们需要的是另一个长期扩张;回归扩张将需要价格稳定;新冠肺炎还没有结束,可能会继续发展并损害经济增长;另一个风险是供应链出现进一步问题。</p><p>东欧局势也是一个风险;自去年12月会议以来,通货膨胀情况略有恶化;倾向于提高我的PCE通胀预测;如果通胀进一步恶化,政策将予以解决;需要转向“显著不那么宽松的政策”;最终会在供应方面得到缓解,尽管所需时间比预期的要长;我们的目标是把通货膨胀率降回2%;不知道货币政策何时会收紧。</p><p>尚未就加息幅度做出决定;我们完全理解这与美联储上次加息的情况不同;前景相当不确定,需要根据前景的不确定性做出调整。</p><p>我们认为有一大批人可以重返劳动力大军,但可能不会很快发生;不会说供应链问题会在年底前解决;半导体问题将持续至“2023年以后”;我们没有希望让通胀低于2%;劳动力市场将在一段时间内保持强劲;对劳动力市场的一个重大威胁是高通胀;高通胀还剥夺了大幅加薪的好处;我们的计划是实现我们的两个目标。</p><p>我们确实监测了收益率曲线的斜率;2年-10年期国债收益率的利差在趋势范围内;美国长期主权债务是重要的全球资产;今年将是我们稳步摆脱高度宽松政策的一年;美联储监控收益率曲线,但不控制它;(加息后)我们要做的最后一件事就是缩减资产负债表;不可能确切地说政策将如何发展;我们还会开几次会讨论缩减资产负债表的问题。</p><p>不认为资产价格本身对金融稳定构成重大威胁;金融稳定的脆弱性是可控的。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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鲍威尔暗示3月可能加息,美股三大指数集体转跌\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\">2022-01-27 03:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果这波疫情很快过去,经济影响也应该很快消散。</p><p><img src=\"https://static.tigerbbs.com/71183dbbf8443f4f474d58955312619f\" tg-width=\"1097\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p><p>美联储主席鲍威尔暗示3月份可能加息,美股快速下挫,三大指数集体转跌。截至目前,道指跌0.65%,标普500指数跌0.45%,纳指跌0.29%。</p><p><b>即时市场评论:</b>美联储观察家:鲍威尔在发布会上的表述听起来对未来充满热情,不过措辞的技术方面的偏向鹰派。鲍威尔说认为资产负债表不能替代利率,意味着转向量化紧缩(QT)不会向2017年那样替代季度加息。</p><p>Spartan资本证券首席市场经济学家Cardillo:鲍威尔在新闻发布会问答环节制造了一些不确定性,我认为这是市场做出反应的原因。鲍威尔说通胀可能恶化,供应瓶颈可能更糟糕,这番表述应该是试图让市场为情况恶化做好准备,并试图平衡一些恐慌因素。但这番表述正在营造一种不确定的氛围,这对市场是不利的。</p><p><img src=\"https://static.tigerbbs.com/d756866d3ed6bcc52797edcd912070ef\" tg-width=\"968\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>鲍威尔表示,劳动力市场取得了显著进展;劳动力市场的改善是普遍的;工资正在以多年来最快的速度增长;劳动参与率略有上升,但仍然低迷;当前的疫情可能会延长对劳动力的影响;通货膨胀仍然远远高于我们的长期目标。</p><p>瓶颈在于供应限制了产量;我们正在关注工资增长会影响到价格的风险;通货膨胀预计将在今年内下降;正仔细观察经济发展是否符合预期;长期扩张需要价格稳定;相信对就业最有利的就是推动扩张。</p><p>考虑到通货膨胀和就业,经济不再需要持续的高水平支持;经济前景仍然高度不确定,需要保持谦逊;准备好为实现目标做出适当的回应。</p><p>联邦基金利率是我们的主要政策手段;货币政策需要“灵活”;缩减资产负债表将发生在加息开始之后;缩表将以可预测的方式发生;还没有就缩减资产负债表的时机和速度做出决定;将准备调整缩表途径的一切细节;我们不可能满怀信心地预测政策的走向。</p><p>将需要应对交叉的、双边的风险;这些差异将对加息速度产生影响;我们将以数据和不断变化的前景为指导;除此之外,没有做出任何决定;现在的经济状况与2015年非常不同。</p><p>我们的两大任务都在呼吁我们放弃高度宽松的政策;随着更多人重返劳动力市场,最高就业水平可能会提高;我们正在考虑的政策路径将支持这一结果。</p><p>对美联储加息的支持非常广泛;不排除在每次美国联邦公开市场委员会会议上都加息;提高利率的空间很大;准备使用工具,以确保高价格不会站稳脚跟;财政对经济增长的推动力将大大降低,这也有助于抑制通货膨胀。</p><p>这次会议为(缩表)决策制定了指引;在接下来的会议中,我们将花时间讨论这个过程;下一次会议我们将讨论有关缩减资产负债表的更多细节;美联储仍在讨论如何缩小其资产负债表规模;当前的经济形势意味着我们可以比上次行动得更早,甚至更快;我们确实希望通过调整再投资来减少资产负债表。</p><p>我们对联邦基金利率如何影响金融状况有了更清晰的认识;我们最终关注的是实体经济;金融状况对美联储的两个目标的影响程度至关重要;对缩减资产负债表的规模、构成和速度无法透露太多;对市场来说,资产负债表是一个相对较新的东西。</p><p>我们打算在3月份的会议上提高利率;我们确实预期奥密克戎毒株疫情会有所消退,但认为这只是暂时的;我们确实预计今年供应链问题将会消退,但比预期的要慢;在不损害劳动力市场的情况下,有足够的空间提高利率;我们很清楚,目前的经济不同于上一次紧缩周期;增加、缩减资产负债表的过程很复杂。</p><p>是时候停止购买资产,然后在适当的时候缩减资产负债表了;还有大量的关于缩减资产负债表的工作要做;在我们开始加息之后,我们将转向资产负债表。</p><p>美联储将在第一次加息后至少召开一次会议来就资产负债表做决定;高通胀有可能会持续下去,尽管这不是我们的基本情况;我们必须能够解决所有可能的结果;我们需要的是另一个长期扩张;回归扩张将需要价格稳定;新冠肺炎还没有结束,可能会继续发展并损害经济增长;另一个风险是供应链出现进一步问题。</p><p>东欧局势也是一个风险;自去年12月会议以来,通货膨胀情况略有恶化;倾向于提高我的PCE通胀预测;如果通胀进一步恶化,政策将予以解决;需要转向“显著不那么宽松的政策”;最终会在供应方面得到缓解,尽管所需时间比预期的要长;我们的目标是把通货膨胀率降回2%;不知道货币政策何时会收紧。</p><p>尚未就加息幅度做出决定;我们完全理解这与美联储上次加息的情况不同;前景相当不确定,需要根据前景的不确定性做出调整。</p><p>我们认为有一大批人可以重返劳动力大军,但可能不会很快发生;不会说供应链问题会在年底前解决;半导体问题将持续至“2023年以后”;我们没有希望让通胀低于2%;劳动力市场将在一段时间内保持强劲;对劳动力市场的一个重大威胁是高通胀;高通胀还剥夺了大幅加薪的好处;我们的计划是实现我们的两个目标。</p><p>我们确实监测了收益率曲线的斜率;2年-10年期国债收益率的利差在趋势范围内;美国长期主权债务是重要的全球资产;今年将是我们稳步摆脱高度宽松政策的一年;美联储监控收益率曲线,但不控制它;(加息后)我们要做的最后一件事就是缩减资产负债表;不可能确切地说政策将如何发展;我们还会开几次会讨论缩减资产负债表的问题。</p><p>不认为资产价格本身对金融稳定构成重大威胁;金融稳定的脆弱性是可控的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111200075","content_text":"北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果这波疫情很快过去,经济影响也应该很快消散。美联储主席鲍威尔暗示3月份可能加息,美股快速下挫,三大指数集体转跌。截至目前,道指跌0.65%,标普500指数跌0.45%,纳指跌0.29%。即时市场评论:美联储观察家:鲍威尔在发布会上的表述听起来对未来充满热情,不过措辞的技术方面的偏向鹰派。鲍威尔说认为资产负债表不能替代利率,意味着转向量化紧缩(QT)不会向2017年那样替代季度加息。Spartan资本证券首席市场经济学家Cardillo:鲍威尔在新闻发布会问答环节制造了一些不确定性,我认为这是市场做出反应的原因。鲍威尔说通胀可能恶化,供应瓶颈可能更糟糕,这番表述应该是试图让市场为情况恶化做好准备,并试图平衡一些恐慌因素。但这番表述正在营造一种不确定的氛围,这对市场是不利的。鲍威尔表示,劳动力市场取得了显著进展;劳动力市场的改善是普遍的;工资正在以多年来最快的速度增长;劳动参与率略有上升,但仍然低迷;当前的疫情可能会延长对劳动力的影响;通货膨胀仍然远远高于我们的长期目标。瓶颈在于供应限制了产量;我们正在关注工资增长会影响到价格的风险;通货膨胀预计将在今年内下降;正仔细观察经济发展是否符合预期;长期扩张需要价格稳定;相信对就业最有利的就是推动扩张。考虑到通货膨胀和就业,经济不再需要持续的高水平支持;经济前景仍然高度不确定,需要保持谦逊;准备好为实现目标做出适当的回应。联邦基金利率是我们的主要政策手段;货币政策需要“灵活”;缩减资产负债表将发生在加息开始之后;缩表将以可预测的方式发生;还没有就缩减资产负债表的时机和速度做出决定;将准备调整缩表途径的一切细节;我们不可能满怀信心地预测政策的走向。将需要应对交叉的、双边的风险;这些差异将对加息速度产生影响;我们将以数据和不断变化的前景为指导;除此之外,没有做出任何决定;现在的经济状况与2015年非常不同。我们的两大任务都在呼吁我们放弃高度宽松的政策;随着更多人重返劳动力市场,最高就业水平可能会提高;我们正在考虑的政策路径将支持这一结果。对美联储加息的支持非常广泛;不排除在每次美国联邦公开市场委员会会议上都加息;提高利率的空间很大;准备使用工具,以确保高价格不会站稳脚跟;财政对经济增长的推动力将大大降低,这也有助于抑制通货膨胀。这次会议为(缩表)决策制定了指引;在接下来的会议中,我们将花时间讨论这个过程;下一次会议我们将讨论有关缩减资产负债表的更多细节;美联储仍在讨论如何缩小其资产负债表规模;当前的经济形势意味着我们可以比上次行动得更早,甚至更快;我们确实希望通过调整再投资来减少资产负债表。我们对联邦基金利率如何影响金融状况有了更清晰的认识;我们最终关注的是实体经济;金融状况对美联储的两个目标的影响程度至关重要;对缩减资产负债表的规模、构成和速度无法透露太多;对市场来说,资产负债表是一个相对较新的东西。我们打算在3月份的会议上提高利率;我们确实预期奥密克戎毒株疫情会有所消退,但认为这只是暂时的;我们确实预计今年供应链问题将会消退,但比预期的要慢;在不损害劳动力市场的情况下,有足够的空间提高利率;我们很清楚,目前的经济不同于上一次紧缩周期;增加、缩减资产负债表的过程很复杂。是时候停止购买资产,然后在适当的时候缩减资产负债表了;还有大量的关于缩减资产负债表的工作要做;在我们开始加息之后,我们将转向资产负债表。美联储将在第一次加息后至少召开一次会议来就资产负债表做决定;高通胀有可能会持续下去,尽管这不是我们的基本情况;我们必须能够解决所有可能的结果;我们需要的是另一个长期扩张;回归扩张将需要价格稳定;新冠肺炎还没有结束,可能会继续发展并损害经济增长;另一个风险是供应链出现进一步问题。东欧局势也是一个风险;自去年12月会议以来,通货膨胀情况略有恶化;倾向于提高我的PCE通胀预测;如果通胀进一步恶化,政策将予以解决;需要转向“显著不那么宽松的政策”;最终会在供应方面得到缓解,尽管所需时间比预期的要长;我们的目标是把通货膨胀率降回2%;不知道货币政策何时会收紧。尚未就加息幅度做出决定;我们完全理解这与美联储上次加息的情况不同;前景相当不确定,需要根据前景的不确定性做出调整。我们认为有一大批人可以重返劳动力大军,但可能不会很快发生;不会说供应链问题会在年底前解决;半导体问题将持续至“2023年以后”;我们没有希望让通胀低于2%;劳动力市场将在一段时间内保持强劲;对劳动力市场的一个重大威胁是高通胀;高通胀还剥夺了大幅加薪的好处;我们的计划是实现我们的两个目标。我们确实监测了收益率曲线的斜率;2年-10年期国债收益率的利差在趋势范围内;美国长期主权债务是重要的全球资产;今年将是我们稳步摆脱高度宽松政策的一年;美联储监控收益率曲线,但不控制它;(加息后)我们要做的最后一件事就是缩减资产负债表;不可能确切地说政策将如何发展;我们还会开几次会讨论缩减资产负债表的问题。不认为资产价格本身对金融稳定构成重大威胁;金融稳定的脆弱性是可控的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639399739,"gmtCreate":1643158858834,"gmtModify":1643158858834,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"<a 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又不加息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639805338","repostId":"1111200075","repostType":2,"repost":{"id":"1111200075","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":1643225521,"share":"https://www.laohu8.com/m/news/1111200075?lang=&edition=full","pubTime":"2022-01-27 03:32","market":"us","language":"zh","title":"鲍威尔暗示3月可能加息,美股三大指数集体转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1111200075","media":"老虎资讯综合","summary":"北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果","content":"<html><head></head><body><p>北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果这波疫情很快过去,经济影响也应该很快消散。</p><p><img src=\"https://static.tigerbbs.com/71183dbbf8443f4f474d58955312619f\" tg-width=\"1097\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p><p>美联储主席鲍威尔暗示3月份可能加息,美股快速下挫,三大指数集体转跌。截至目前,道指跌0.65%,标普500指数跌0.45%,纳指跌0.29%。</p><p><b>即时市场评论:</b>美联储观察家:鲍威尔在发布会上的表述听起来对未来充满热情,不过措辞的技术方面的偏向鹰派。鲍威尔说认为资产负债表不能替代利率,意味着转向量化紧缩(QT)不会向2017年那样替代季度加息。</p><p>Spartan资本证券首席市场经济学家Cardillo:鲍威尔在新闻发布会问答环节制造了一些不确定性,我认为这是市场做出反应的原因。鲍威尔说通胀可能恶化,供应瓶颈可能更糟糕,这番表述应该是试图让市场为情况恶化做好准备,并试图平衡一些恐慌因素。但这番表述正在营造一种不确定的氛围,这对市场是不利的。</p><p><img src=\"https://static.tigerbbs.com/d756866d3ed6bcc52797edcd912070ef\" tg-width=\"968\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>鲍威尔表示,劳动力市场取得了显著进展;劳动力市场的改善是普遍的;工资正在以多年来最快的速度增长;劳动参与率略有上升,但仍然低迷;当前的疫情可能会延长对劳动力的影响;通货膨胀仍然远远高于我们的长期目标。</p><p>瓶颈在于供应限制了产量;我们正在关注工资增长会影响到价格的风险;通货膨胀预计将在今年内下降;正仔细观察经济发展是否符合预期;长期扩张需要价格稳定;相信对就业最有利的就是推动扩张。</p><p>考虑到通货膨胀和就业,经济不再需要持续的高水平支持;经济前景仍然高度不确定,需要保持谦逊;准备好为实现目标做出适当的回应。</p><p>联邦基金利率是我们的主要政策手段;货币政策需要“灵活”;缩减资产负债表将发生在加息开始之后;缩表将以可预测的方式发生;还没有就缩减资产负债表的时机和速度做出决定;将准备调整缩表途径的一切细节;我们不可能满怀信心地预测政策的走向。</p><p>将需要应对交叉的、双边的风险;这些差异将对加息速度产生影响;我们将以数据和不断变化的前景为指导;除此之外,没有做出任何决定;现在的经济状况与2015年非常不同。</p><p>我们的两大任务都在呼吁我们放弃高度宽松的政策;随着更多人重返劳动力市场,最高就业水平可能会提高;我们正在考虑的政策路径将支持这一结果。</p><p>对美联储加息的支持非常广泛;不排除在每次美国联邦公开市场委员会会议上都加息;提高利率的空间很大;准备使用工具,以确保高价格不会站稳脚跟;财政对经济增长的推动力将大大降低,这也有助于抑制通货膨胀。</p><p>这次会议为(缩表)决策制定了指引;在接下来的会议中,我们将花时间讨论这个过程;下一次会议我们将讨论有关缩减资产负债表的更多细节;美联储仍在讨论如何缩小其资产负债表规模;当前的经济形势意味着我们可以比上次行动得更早,甚至更快;我们确实希望通过调整再投资来减少资产负债表。</p><p>我们对联邦基金利率如何影响金融状况有了更清晰的认识;我们最终关注的是实体经济;金融状况对美联储的两个目标的影响程度至关重要;对缩减资产负债表的规模、构成和速度无法透露太多;对市场来说,资产负债表是一个相对较新的东西。</p><p>我们打算在3月份的会议上提高利率;我们确实预期奥密克戎毒株疫情会有所消退,但认为这只是暂时的;我们确实预计今年供应链问题将会消退,但比预期的要慢;在不损害劳动力市场的情况下,有足够的空间提高利率;我们很清楚,目前的经济不同于上一次紧缩周期;增加、缩减资产负债表的过程很复杂。</p><p>是时候停止购买资产,然后在适当的时候缩减资产负债表了;还有大量的关于缩减资产负债表的工作要做;在我们开始加息之后,我们将转向资产负债表。</p><p>美联储将在第一次加息后至少召开一次会议来就资产负债表做决定;高通胀有可能会持续下去,尽管这不是我们的基本情况;我们必须能够解决所有可能的结果;我们需要的是另一个长期扩张;回归扩张将需要价格稳定;新冠肺炎还没有结束,可能会继续发展并损害经济增长;另一个风险是供应链出现进一步问题。</p><p>东欧局势也是一个风险;自去年12月会议以来,通货膨胀情况略有恶化;倾向于提高我的PCE通胀预测;如果通胀进一步恶化,政策将予以解决;需要转向“显著不那么宽松的政策”;最终会在供应方面得到缓解,尽管所需时间比预期的要长;我们的目标是把通货膨胀率降回2%;不知道货币政策何时会收紧。</p><p>尚未就加息幅度做出决定;我们完全理解这与美联储上次加息的情况不同;前景相当不确定,需要根据前景的不确定性做出调整。</p><p>我们认为有一大批人可以重返劳动力大军,但可能不会很快发生;不会说供应链问题会在年底前解决;半导体问题将持续至“2023年以后”;我们没有希望让通胀低于2%;劳动力市场将在一段时间内保持强劲;对劳动力市场的一个重大威胁是高通胀;高通胀还剥夺了大幅加薪的好处;我们的计划是实现我们的两个目标。</p><p>我们确实监测了收益率曲线的斜率;2年-10年期国债收益率的利差在趋势范围内;美国长期主权债务是重要的全球资产;今年将是我们稳步摆脱高度宽松政策的一年;美联储监控收益率曲线,但不控制它;(加息后)我们要做的最后一件事就是缩减资产负债表;不可能确切地说政策将如何发展;我们还会开几次会讨论缩减资产负债表的问题。</p><p>不认为资产价格本身对金融稳定构成重大威胁;金融稳定的脆弱性是可控的。</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\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鲍威尔暗示3月可能加息,美股三大指数集体转跌\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\">2022-01-27 03:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果这波疫情很快过去,经济影响也应该很快消散。</p><p><img src=\"https://static.tigerbbs.com/71183dbbf8443f4f474d58955312619f\" tg-width=\"1097\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p><p>美联储主席鲍威尔暗示3月份可能加息,美股快速下挫,三大指数集体转跌。截至目前,道指跌0.65%,标普500指数跌0.45%,纳指跌0.29%。</p><p><b>即时市场评论:</b>美联储观察家:鲍威尔在发布会上的表述听起来对未来充满热情,不过措辞的技术方面的偏向鹰派。鲍威尔说认为资产负债表不能替代利率,意味着转向量化紧缩(QT)不会向2017年那样替代季度加息。</p><p>Spartan资本证券首席市场经济学家Cardillo:鲍威尔在新闻发布会问答环节制造了一些不确定性,我认为这是市场做出反应的原因。鲍威尔说通胀可能恶化,供应瓶颈可能更糟糕,这番表述应该是试图让市场为情况恶化做好准备,并试图平衡一些恐慌因素。但这番表述正在营造一种不确定的氛围,这对市场是不利的。</p><p><img src=\"https://static.tigerbbs.com/d756866d3ed6bcc52797edcd912070ef\" tg-width=\"968\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>鲍威尔表示,劳动力市场取得了显著进展;劳动力市场的改善是普遍的;工资正在以多年来最快的速度增长;劳动参与率略有上升,但仍然低迷;当前的疫情可能会延长对劳动力的影响;通货膨胀仍然远远高于我们的长期目标。</p><p>瓶颈在于供应限制了产量;我们正在关注工资增长会影响到价格的风险;通货膨胀预计将在今年内下降;正仔细观察经济发展是否符合预期;长期扩张需要价格稳定;相信对就业最有利的就是推动扩张。</p><p>考虑到通货膨胀和就业,经济不再需要持续的高水平支持;经济前景仍然高度不确定,需要保持谦逊;准备好为实现目标做出适当的回应。</p><p>联邦基金利率是我们的主要政策手段;货币政策需要“灵活”;缩减资产负债表将发生在加息开始之后;缩表将以可预测的方式发生;还没有就缩减资产负债表的时机和速度做出决定;将准备调整缩表途径的一切细节;我们不可能满怀信心地预测政策的走向。</p><p>将需要应对交叉的、双边的风险;这些差异将对加息速度产生影响;我们将以数据和不断变化的前景为指导;除此之外,没有做出任何决定;现在的经济状况与2015年非常不同。</p><p>我们的两大任务都在呼吁我们放弃高度宽松的政策;随着更多人重返劳动力市场,最高就业水平可能会提高;我们正在考虑的政策路径将支持这一结果。</p><p>对美联储加息的支持非常广泛;不排除在每次美国联邦公开市场委员会会议上都加息;提高利率的空间很大;准备使用工具,以确保高价格不会站稳脚跟;财政对经济增长的推动力将大大降低,这也有助于抑制通货膨胀。</p><p>这次会议为(缩表)决策制定了指引;在接下来的会议中,我们将花时间讨论这个过程;下一次会议我们将讨论有关缩减资产负债表的更多细节;美联储仍在讨论如何缩小其资产负债表规模;当前的经济形势意味着我们可以比上次行动得更早,甚至更快;我们确实希望通过调整再投资来减少资产负债表。</p><p>我们对联邦基金利率如何影响金融状况有了更清晰的认识;我们最终关注的是实体经济;金融状况对美联储的两个目标的影响程度至关重要;对缩减资产负债表的规模、构成和速度无法透露太多;对市场来说,资产负债表是一个相对较新的东西。</p><p>我们打算在3月份的会议上提高利率;我们确实预期奥密克戎毒株疫情会有所消退,但认为这只是暂时的;我们确实预计今年供应链问题将会消退,但比预期的要慢;在不损害劳动力市场的情况下,有足够的空间提高利率;我们很清楚,目前的经济不同于上一次紧缩周期;增加、缩减资产负债表的过程很复杂。</p><p>是时候停止购买资产,然后在适当的时候缩减资产负债表了;还有大量的关于缩减资产负债表的工作要做;在我们开始加息之后,我们将转向资产负债表。</p><p>美联储将在第一次加息后至少召开一次会议来就资产负债表做决定;高通胀有可能会持续下去,尽管这不是我们的基本情况;我们必须能够解决所有可能的结果;我们需要的是另一个长期扩张;回归扩张将需要价格稳定;新冠肺炎还没有结束,可能会继续发展并损害经济增长;另一个风险是供应链出现进一步问题。</p><p>东欧局势也是一个风险;自去年12月会议以来,通货膨胀情况略有恶化;倾向于提高我的PCE通胀预测;如果通胀进一步恶化,政策将予以解决;需要转向“显著不那么宽松的政策”;最终会在供应方面得到缓解,尽管所需时间比预期的要长;我们的目标是把通货膨胀率降回2%;不知道货币政策何时会收紧。</p><p>尚未就加息幅度做出决定;我们完全理解这与美联储上次加息的情况不同;前景相当不确定,需要根据前景的不确定性做出调整。</p><p>我们认为有一大批人可以重返劳动力大军,但可能不会很快发生;不会说供应链问题会在年底前解决;半导体问题将持续至“2023年以后”;我们没有希望让通胀低于2%;劳动力市场将在一段时间内保持强劲;对劳动力市场的一个重大威胁是高通胀;高通胀还剥夺了大幅加薪的好处;我们的计划是实现我们的两个目标。</p><p>我们确实监测了收益率曲线的斜率;2年-10年期国债收益率的利差在趋势范围内;美国长期主权债务是重要的全球资产;今年将是我们稳步摆脱高度宽松政策的一年;美联储监控收益率曲线,但不控制它;(加息后)我们要做的最后一件事就是缩减资产负债表;不可能确切地说政策将如何发展;我们还会开几次会讨论缩减资产负债表的问题。</p><p>不认为资产价格本身对金融稳定构成重大威胁;金融稳定的脆弱性是可控的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111200075","content_text":"北京时间1月27日03:30,美联储主席鲍威尔在新闻发布会上表示,随着通货膨胀加剧和劳动力市场强劲,我们将继续调整政策;奥密克戎毒株肯定会影响本季度的经济增长;奥密克戎毒株感染病例预计将迅速下降;如果这波疫情很快过去,经济影响也应该很快消散。美联储主席鲍威尔暗示3月份可能加息,美股快速下挫,三大指数集体转跌。截至目前,道指跌0.65%,标普500指数跌0.45%,纳指跌0.29%。即时市场评论:美联储观察家:鲍威尔在发布会上的表述听起来对未来充满热情,不过措辞的技术方面的偏向鹰派。鲍威尔说认为资产负债表不能替代利率,意味着转向量化紧缩(QT)不会向2017年那样替代季度加息。Spartan资本证券首席市场经济学家Cardillo:鲍威尔在新闻发布会问答环节制造了一些不确定性,我认为这是市场做出反应的原因。鲍威尔说通胀可能恶化,供应瓶颈可能更糟糕,这番表述应该是试图让市场为情况恶化做好准备,并试图平衡一些恐慌因素。但这番表述正在营造一种不确定的氛围,这对市场是不利的。鲍威尔表示,劳动力市场取得了显著进展;劳动力市场的改善是普遍的;工资正在以多年来最快的速度增长;劳动参与率略有上升,但仍然低迷;当前的疫情可能会延长对劳动力的影响;通货膨胀仍然远远高于我们的长期目标。瓶颈在于供应限制了产量;我们正在关注工资增长会影响到价格的风险;通货膨胀预计将在今年内下降;正仔细观察经济发展是否符合预期;长期扩张需要价格稳定;相信对就业最有利的就是推动扩张。考虑到通货膨胀和就业,经济不再需要持续的高水平支持;经济前景仍然高度不确定,需要保持谦逊;准备好为实现目标做出适当的回应。联邦基金利率是我们的主要政策手段;货币政策需要“灵活”;缩减资产负债表将发生在加息开始之后;缩表将以可预测的方式发生;还没有就缩减资产负债表的时机和速度做出决定;将准备调整缩表途径的一切细节;我们不可能满怀信心地预测政策的走向。将需要应对交叉的、双边的风险;这些差异将对加息速度产生影响;我们将以数据和不断变化的前景为指导;除此之外,没有做出任何决定;现在的经济状况与2015年非常不同。我们的两大任务都在呼吁我们放弃高度宽松的政策;随着更多人重返劳动力市场,最高就业水平可能会提高;我们正在考虑的政策路径将支持这一结果。对美联储加息的支持非常广泛;不排除在每次美国联邦公开市场委员会会议上都加息;提高利率的空间很大;准备使用工具,以确保高价格不会站稳脚跟;财政对经济增长的推动力将大大降低,这也有助于抑制通货膨胀。这次会议为(缩表)决策制定了指引;在接下来的会议中,我们将花时间讨论这个过程;下一次会议我们将讨论有关缩减资产负债表的更多细节;美联储仍在讨论如何缩小其资产负债表规模;当前的经济形势意味着我们可以比上次行动得更早,甚至更快;我们确实希望通过调整再投资来减少资产负债表。我们对联邦基金利率如何影响金融状况有了更清晰的认识;我们最终关注的是实体经济;金融状况对美联储的两个目标的影响程度至关重要;对缩减资产负债表的规模、构成和速度无法透露太多;对市场来说,资产负债表是一个相对较新的东西。我们打算在3月份的会议上提高利率;我们确实预期奥密克戎毒株疫情会有所消退,但认为这只是暂时的;我们确实预计今年供应链问题将会消退,但比预期的要慢;在不损害劳动力市场的情况下,有足够的空间提高利率;我们很清楚,目前的经济不同于上一次紧缩周期;增加、缩减资产负债表的过程很复杂。是时候停止购买资产,然后在适当的时候缩减资产负债表了;还有大量的关于缩减资产负债表的工作要做;在我们开始加息之后,我们将转向资产负债表。美联储将在第一次加息后至少召开一次会议来就资产负债表做决定;高通胀有可能会持续下去,尽管这不是我们的基本情况;我们必须能够解决所有可能的结果;我们需要的是另一个长期扩张;回归扩张将需要价格稳定;新冠肺炎还没有结束,可能会继续发展并损害经济增长;另一个风险是供应链出现进一步问题。东欧局势也是一个风险;自去年12月会议以来,通货膨胀情况略有恶化;倾向于提高我的PCE通胀预测;如果通胀进一步恶化,政策将予以解决;需要转向“显著不那么宽松的政策”;最终会在供应方面得到缓解,尽管所需时间比预期的要长;我们的目标是把通货膨胀率降回2%;不知道货币政策何时会收紧。尚未就加息幅度做出决定;我们完全理解这与美联储上次加息的情况不同;前景相当不确定,需要根据前景的不确定性做出调整。我们认为有一大批人可以重返劳动力大军,但可能不会很快发生;不会说供应链问题会在年底前解决;半导体问题将持续至“2023年以后”;我们没有希望让通胀低于2%;劳动力市场将在一段时间内保持强劲;对劳动力市场的一个重大威胁是高通胀;高通胀还剥夺了大幅加薪的好处;我们的计划是实现我们的两个目标。我们确实监测了收益率曲线的斜率;2年-10年期国债收益率的利差在趋势范围内;美国长期主权债务是重要的全球资产;今年将是我们稳步摆脱高度宽松政策的一年;美联储监控收益率曲线,但不控制它;(加息后)我们要做的最后一件事就是缩减资产负债表;不可能确切地说政策将如何发展;我们还会开几次会讨论缩减资产负债表的问题。不认为资产价格本身对金融稳定构成重大威胁;金融稳定的脆弱性是可控的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850347512,"gmtCreate":1634560630286,"gmtModify":1634562964424,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>疯了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>疯了","text":"$特斯拉(TSLA)$疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850347512","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612234029,"gmtCreate":1652350773461,"gmtModify":1652350850496,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>迷你","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>迷你","text":"$纳指三倍做空ETF(SQQQ)$迷你","images":[{"img":"https://static.tigerbbs.com/8d2914f6ec4d185b898f71e8d2c35a03","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612234029","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612612933,"gmtCreate":1652319004822,"gmtModify":1652319004822,"author":{"id":"3549955722719593","authorId":"3549955722719593","name":"night_0545","avatar":"https://static.tigerbbs.com/45959212a3c3e6f9028220672a74dc48","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549955722719593","authorIdStr":"3549955722719593"},"themes":[],"htmlText":"昨天涨10个点呢 今天不跌10个点吗?","listText":"昨天涨10个点呢 今天不跌10个点吗?","text":"昨天涨10个点呢 今天不跌10个点吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612612933","repostId":"1120046290","repostType":2,"repost":{"id":"1120046290","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":1652318654,"share":"https://www.laohu8.com/m/news/1120046290?lang=&edition=full","pubTime":"2022-05-12 09:24","market":"us","language":"zh","title":"港股开盘 | 恒指低开1.35%,恒生科技指数跌2.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120046290","media":"老虎资讯综合","summary":"5月12日,恒指低开1.35%,安踏体育跌近5%领跌蓝筹。恒生科技指数跌2.52%,小鹏汽车跌超8%,理想汽车跌超7%,阿里巴巴、京东、百度跌超4%。","content":"<html><head></head><body><p>5月12日,恒指低开1.35%,<a href=\"https://laohu8.com/S/02020\">安踏体育</a>跌近5%领跌蓝筹。恒生科技指数跌2.52%,<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>跌超8%,<a href=\"https://laohu8.com/S/02015\">理想汽车</a>跌超7%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>跌超4%。<img src=\"https://static.tigerbbs.com/7772f1a30f18702599d37e2ceb2d0a67\" tg-width=\"839\" tg-height=\"469\" width=\"100%\" height=\"auto\"/></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>港股开盘 | 恒指低开1.35%,恒生科技指数跌2.52% </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港股开盘 | 恒指低开1.35%,恒生科技指数跌2.52% \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\">2022-05-12 09:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月12日,恒指低开1.35%,<a href=\"https://laohu8.com/S/02020\">安踏体育</a>跌近5%领跌蓝筹。恒生科技指数跌2.52%,<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>跌超8%,<a href=\"https://laohu8.com/S/02015\">理想汽车</a>跌超7%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>跌超4%。<img src=\"https://static.tigerbbs.com/7772f1a30f18702599d37e2ceb2d0a67\" tg-width=\"839\" tg-height=\"469\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd9a1b7ca235b465c66943d1cfe6c9","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120046290","content_text":"5月12日,恒指低开1.35%,安踏体育跌近5%领跌蓝筹。恒生科技指数跌2.52%,小鹏汽车跌超8%,理想汽车跌超7%,阿里巴巴、京东、百度跌超4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}