虎虎生威000的个人主页 - 老虎社区

虎虎生威000

虎虎生威000

尊重市场，敬畏市场，坚守原则，不忘初心！

IP属地：浙江

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3主题

0勋章

虎虎生威000

2021-06-18

$小赢科技(XYF)$继续看涨！

虎虎生威000

2021-04-23

纳斯达克快新高了，中概股还在创新低！厉害厉害！

虎虎生威000

2021-05-29

$Tilray Inc.(TLRY)$晚上看还是赚的，早上一醒来就变亏了，世事无常啊！哈哈哈

虎虎生威000

2021-05-01

所谓的价值投资都是人为所赋予的，市场不一定认可，只要记住，市场永远不会错，错的只有你，市场是客观的，你的操作是主观的，只有主观迎合客观才能赚钱！

抱歉，原内容已删除

虎虎生威000

2021-04-11

量跟不上，快了快了！

虎虎生威000

2021-05-23

纳指能涨10年跌1年吗？[贱笑]

虎虎生威000

2022-12-06

$OXY 20221209 60.0 PUT$ $OXY 20221209 60.0 PUT$ 这个真奇怪，正股在跌，怎么put也在跌呀？

虎虎生威000

2021-05-26

$老虎证券(TIGR)$嗯，5分钟赚10个点也知足了！哇咔咔！

虎虎生威000

2021-05-13

比特币，跌跌跌，嘉楠，跌跌跌！

虎虎生威000

2021-02-07

敬畏市场，以前做为价值投资的我果断转为跟势交易的投机者，很喜欢投机这一词，因为它让我时刻保持警惕，无论A股市场还是美股市场只有投机没有投资，资本是贪婪的，每一滴血液里都流淌着杀戮与掠夺，没有人能战胜市场，控制风险，才是股市的生存之道！个人观点，不喜勿喷哦，哈哈！

虎虎生威000

2020-11-15

这篇文章不错，转发给大家看看

@FinMelon:从两地光速过会到暂缓上市，蚂蚁集团这半个月究竟发生了什么？

虎虎生威000

05-20

一步一步稳扎稳打！顺势而为！！！

虎虎生威000

2022-10-20

$特斯拉(TSLA)$好样的，做出一个大的顶部形态来！

虎虎生威000

2022-01-18

$网易(NTES)$不要挺着了，别人都在跌，快跌吧！

虎虎生威000

2021-08-09

阅

抱歉，原内容已删除

虎虎生威000

2021-05-15

反反复复，纳指之后会如何？

虎虎生威000

2021-05-04

$嘉楠科技(CAN)$头肩顶做得很漂亮，开启下跌模式！

虎虎生威000

2020-11-15

这篇文章不错，转发给大家看看

@爱投学院:最好的10年长期持有股票

虎虎生威000

2022-11-01

哈哈，市场会反映一切！

华尔街齐声造势，小摩：加息周期将在2023年初结束

虎虎生威000

2021-06-17

$亿航智能(EH)$扶我起来，我还能纠结下，哈哈！

去老虎APP查看更多动态

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href=\"https://laohu8.com/OPT/OXY 20221209 60.0 PUT\">$OXY 20221209 60.0 PUT$ </a><a href=\"https://laohu8.com/OPT/OXY 20221209 60.0 PUT\">$OXY 20221209 60.0 PUT$&nbsp;</a> &nbsp;这个真奇怪，正股在跌，怎么put也在跌呀？","listText":"<a href=\"https://laohu8.com/OPT/OXY 20221209 60.0 PUT\">$OXY 20221209 60.0 PUT$ </a><a href=\"https://laohu8.com/OPT/OXY 20221209 60.0 PUT\">$OXY 20221209 60.0 PUT$&nbsp;</a> &nbsp;这个真奇怪，正股在跌，怎么put也在跌呀？","text":"$OXY 20221209 60.0 PUT$ $OXY 20221209 60.0 PUT$ 这个真奇怪，正股在跌，怎么put也在跌呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629166840","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665645458,"gmtCreate":1667283598474,"gmtModify":1667283601065,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"哈哈，市场会反映一切！","listText":"哈哈，市场会反映一切！","text":"哈哈，市场会反映一切！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665645458","repostId":"1177705687","repostType":2,"repost":{"id":"1177705687","pubTimestamp":1667263743,"share":"https://www.laohu8.com/m/news/1177705687?lang=&edition=full","pubTime":"2022-11-01 08:49","market":"us","language":"zh","title":"华尔街齐声造势，小摩：加息周期将在2023年初结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1177705687","media":"华尔街见闻","summary":"这一次，美股还会被鹰派央行浇灭希望吗？","content":"<html><head></head><body><blockquote>这一次，美股还会被鹰派央行浇灭希望吗？</blockquote><p>越来越多的华尔街分析师加入了认为美联储即将转向的队伍。</p><p>本周，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在内的策略分析师都在报告中表示，美联储的加息行动即将结束。</p><p>曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：</p><blockquote>在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。</blockquote><blockquote>因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。</blockquote><p><img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：</p><blockquote>欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。</blockquote><blockquote>风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。</blockquote><p>与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。</p><p>但现在，“大空头”与“大多头”观点开始统一。</p><p>不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。<b>要实现放松紧缩，就需要消费者的价格压力继续下降。</b></p><p>彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>现在，市场的目光都将集中在美联储身上。<b>市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。</b></p><p>过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。</p><blockquote>在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。</blockquote><p>然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" 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\" 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>华尔街齐声造势，小摩：加息周期将在2023年初结束</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华尔街齐声造势，小摩：加息周期将在2023年初结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673760><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673760\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3673760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177705687","content_text":"这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。但现在，“大空头”与“大多头”观点开始统一。不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。要实现放松紧缩，就需要消费者的价格压力继续下降。彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662127733,"gmtCreate":1666274220222,"gmtModify":1666274221356,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><v-v data-views=\"0\"></v-v>好样的，做出一个大的顶部形态来！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><v-v 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台《办法》仅仅不到12小时的时间，只能说明一点，相关部门，早有准备！而且相关监管文件不可能是最近才制定的。很可能是半年前，甚至1-2年前就开始酝酿的，在酝酿的过程中，国内的互联网金融巨头都是全程知晓并参与其中的。马爸爸的演讲和几大部门的监管，置气或者发泄情绪为主要目的的概率很低。仔细回看外滩金融峰会的视频，可以发现马爸爸的演讲，肯定不可能是出自他的手笔，背后肯定有相关创作的团队和公关团队把关的。在演讲之前，蚂蚁集团应该就已经大致了解相关监管文件可能要在近期推出，所以发表讲话的时候讨价还价的意味很浓。信息源自政府官方网站监管是好是坏？通过这次监管，蚂蚁集团得到了他想要的东西。第一，通过四部委的联合监管，完全认证了蚂蚁集团是一家金融机构。以后蚂蚁集团就和全国性银行一样，统一受中国的金融系统监管。蚂蚁集团不再是所谓身份不明的“科技助贷机构”。蚂蚁终于可以正大光明地搞金融了。第二，通过此次","images":[{"img":"https://static.tigerbbs.com/9b51cb4f23d3148415fa3d1bfd0ab495","width":"640","height":"426"},{"img":"https://static.tigerbbs.com/d10b76a58aa4c8b8fed8e3866abe3ea4","width":"688","height":"355"},{"img":"https://static.tigerbbs.com/c29573d7f049627cb2f4fc26f3673b81","width":"688","height":"549"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302070135","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307998140223760,"gmtCreate":1716216811749,"gmtModify":1716216813624,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"一步一步稳扎稳打！顺势而为！！！","listText":"一步一步稳扎稳打！顺势而为！！！","text":"一步一步稳扎稳打！顺势而为！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307998140223760","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662127733,"gmtCreate":1666274220222,"gmtModify":1666274221356,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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)","images":[{"img":"https://static.tigerbbs.com/0a9983d30525d0f727770c8287fff4ce","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/3edb64b52aa902adda9694c6305ccce7","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/616da840834fd52c16551bc2f5b77f15","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302664488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665645458,"gmtCreate":1667283598474,"gmtModify":1667283601065,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"哈哈，市场会反映一切！","listText":"哈哈，市场会反映一切！","text":"哈哈，市场会反映一切！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665645458","repostId":"1177705687","repostType":2,"repost":{"id":"1177705687","pubTimestamp":1667263743,"share":"https://www.laohu8.com/m/news/1177705687?lang=&edition=full","pubTime":"2022-11-01 08:49","market":"us","language":"zh","title":"华尔街齐声造势，小摩：加息周期将在2023年初结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1177705687","media":"华尔街见闻","summary":"这一次，美股还会被鹰派央行浇灭希望吗？","content":"<html><head></head><body><blockquote>这一次，美股还会被鹰派央行浇灭希望吗？</blockquote><p>越来越多的华尔街分析师加入了认为美联储即将转向的队伍。</p><p>本周，包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在内的策略分析师都在报告中表示，美联储的加息行动即将结束。</p><p>曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：</p><blockquote>在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。</blockquote><blockquote>因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。</blockquote><p><img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：</p><blockquote>欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。</blockquote><blockquote>风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。</blockquote><p>与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。</p><p>但现在，“大空头”与“大多头”观点开始统一。</p><p>不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。<b>要实现放松紧缩，就需要消费者的价格压力继续下降。</b></p><p>彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>现在，市场的目光都将集中在美联储身上。<b>市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。</b></p><p>过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。</p><blockquote>在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。</blockquote><p>然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" 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\" 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>华尔街齐声造势，小摩：加息周期将在2023年初结束</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华尔街齐声造势，小摩：加息周期将在2023年初结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673760><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673760\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3673760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177705687","content_text":"这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。但现在，“大空头”与“大多头”观点开始统一。不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。要实现放松紧缩，就需要消费者的价格压力继续下降。彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163229409,"gmtCreate":1623886699601,"gmtModify":1623886699601,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>扶我起来，我还能纠结下，哈哈！","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>扶我起来，我还能纠结下，哈哈！","text":"$亿航智能(EH)$扶我起来，我还能纠结下，哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163229409","isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}