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杨帆1977
长线价值投资
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热门
杨帆1977
03-21
耐心
杨帆1977
03-19
$老虎证券(TIGR)$
加油吧
杨帆1977
03-12
$迅雷(XNET)$
最近走的很强啊
杨帆1977
03-11
$迅雷(XNET)$
表现还行吧
杨帆1977
03-08
<p>第一位:居里夫人;第二位:苏姿丰;第三位:木头姐;第四位:哈里斯;第五位:撒切尔夫人</p>
杨帆1977
03-08
$迅雷(XNET)$
加油吧
杨帆1977
03-07
$迅雷(XNET)$
耐心
杨帆1977
03-06
$迅雷(XNET)$
加油
杨帆1977
03-01
$迅雷(XNET)$
加油
杨帆1977
02-27
$迅雷(XNET)$
终于来了
杨帆1977
02-26
$老虎证券(TIGR)$
耐心
杨帆1977
02-26
$建滔积层板(01888)$
小赌怡情
杨帆1977
02-24
$老虎证券(TIGR)$
加油吧
杨帆1977
02-21
$英诺赛科(02577)$
小赌怡情
杨帆1977
02-18
$迅雷(XNET)$
杨帆1977
02-14
$迅雷(XNET)$
小赌怡情
杨帆1977
02-14
,小米
杨帆1977
02-07
$小米集团-W(01810)$
看好小米汽车的第二增长曲线和消费电子业务ai化发展。
杨帆1977
02-02
$谷歌(GOOG)$
还是谷歌稳啊
杨帆1977
02-01
看好中概的行情,毕竟已经磨底很久了,经济周期快归来了。
去老虎APP查看更多动态
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美股投资网 · 08:31 7分钟 道琼斯指数(.DJI.US) 32151.710 +1.19% 纳斯达克综合指数(.IXIC.US) 12112.310 +2.11% 标普500指数(.SPX.US) 4067.360 +1.53% 美股9月重磅事件,保存好了! 9/8 9:10am 美联储鲍威尔讲话 9/13 8:30am 通货膨胀率 8月 9/14 8:30am PPI 8月 9/15 8:30am 零售销售 8月 9/16 四巫日,上万亿期权到期 9/21 2:00pm 美联储利率决策 随着美联储9月议息会议渐行渐近,加息幅度逐渐变得清晰起来,最近的重磅表态一致指向「75个基点」。那么本月加息75个基点是否已「板上钉钉」,接下来又该关注什么呢? 9月加息75个基点是否已无悬念? 从近期包括鲍威尔等美联储官员的表态来看,他们基本没有任何尝试扭转市场对美联储将连续第三次加息75个基点的预期。 图片 周三,素有 「美联储喉舌」之称的华尔街日报记者Nick Timiraos率先放风称,美联储9月可能再加息75基点。 美联储副主席布雷纳德也继续「放鹰」,指出需要进一步加息,美联储将不得不将利率提高到限制性水平,同时警告称,未来风险将变得更加两面性。 为什么市场止跌反弹?对于这种现象,当前市场有以下理解: 1、虽然日内包含主席鲍威尔在内的多位美联储官员重申了抗击通胀的决心,但市场似乎已经接受该行将继续大幅加息,甚至可以说是「过度消化了」这个预期。 2、早在上周之前,美联储还希望美股下跌,以收紧金融环境。现在看来,美股的跌幅或许已经达到了美联储预期的水平,即不需要美股再大幅下跌了,连续2晚释出「坏消息」后美股强力上涨就是证明,未来一段时间美股的跌势很可能放缓。 3、一项受到密切关注的美国债券市场近期通胀预期指标两年来首次跌破美联储2%","listText":"美股为什么不跌反而转涨了?空头投降了吗? 美股投资网 · 08:31 7分钟 道琼斯指数(.DJI.US) 32151.710 +1.19% 纳斯达克综合指数(.IXIC.US) 12112.310 +2.11% 标普500指数(.SPX.US) 4067.360 +1.53% 美股9月重磅事件,保存好了! 9/8 9:10am 美联储鲍威尔讲话 9/13 8:30am 通货膨胀率 8月 9/14 8:30am PPI 8月 9/15 8:30am 零售销售 8月 9/16 四巫日,上万亿期权到期 9/21 2:00pm 美联储利率决策 随着美联储9月议息会议渐行渐近,加息幅度逐渐变得清晰起来,最近的重磅表态一致指向「75个基点」。那么本月加息75个基点是否已「板上钉钉」,接下来又该关注什么呢? 9月加息75个基点是否已无悬念? 从近期包括鲍威尔等美联储官员的表态来看,他们基本没有任何尝试扭转市场对美联储将连续第三次加息75个基点的预期。 图片 周三,素有 「美联储喉舌」之称的华尔街日报记者Nick Timiraos率先放风称,美联储9月可能再加息75基点。 美联储副主席布雷纳德也继续「放鹰」,指出需要进一步加息,美联储将不得不将利率提高到限制性水平,同时警告称,未来风险将变得更加两面性。 为什么市场止跌反弹?对于这种现象,当前市场有以下理解: 1、虽然日内包含主席鲍威尔在内的多位美联储官员重申了抗击通胀的决心,但市场似乎已经接受该行将继续大幅加息,甚至可以说是「过度消化了」这个预期。 2、早在上周之前,美联储还希望美股下跌,以收紧金融环境。现在看来,美股的跌幅或许已经达到了美联储预期的水平,即不需要美股再大幅下跌了,连续2晚释出「坏消息」后美股强力上涨就是证明,未来一段时间美股的跌势很可能放缓。 3、一项受到密切关注的美国债券市场近期通胀预期指标两年来首次跌破美联储2%","text":"美股为什么不跌反而转涨了?空头投降了吗? 美股投资网 · 08:31 7分钟 道琼斯指数(.DJI.US) 32151.710 +1.19% 纳斯达克综合指数(.IXIC.US) 12112.310 +2.11% 标普500指数(.SPX.US) 4067.360 +1.53% 美股9月重磅事件,保存好了! 9/8 9:10am 美联储鲍威尔讲话 9/13 8:30am 通货膨胀率 8月 9/14 8:30am PPI 8月 9/15 8:30am 零售销售 8月 9/16 四巫日,上万亿期权到期 9/21 2:00pm 美联储利率决策 随着美联储9月议息会议渐行渐近,加息幅度逐渐变得清晰起来,最近的重磅表态一致指向「75个基点」。那么本月加息75个基点是否已「板上钉钉」,接下来又该关注什么呢? 9月加息75个基点是否已无悬念? 从近期包括鲍威尔等美联储官员的表态来看,他们基本没有任何尝试扭转市场对美联储将连续第三次加息75个基点的预期。 图片 周三,素有 「美联储喉舌」之称的华尔街日报记者Nick Timiraos率先放风称,美联储9月可能再加息75基点。 美联储副主席布雷纳德也继续「放鹰」,指出需要进一步加息,美联储将不得不将利率提高到限制性水平,同时警告称,未来风险将变得更加两面性。 为什么市场止跌反弹?对于这种现象,当前市场有以下理解: 1、虽然日内包含主席鲍威尔在内的多位美联储官员重申了抗击通胀的决心,但市场似乎已经接受该行将继续大幅加息,甚至可以说是「过度消化了」这个预期。 2、早在上周之前,美联储还希望美股下跌,以收紧金融环境。现在看来,美股的跌幅或许已经达到了美联储预期的水平,即不需要美股再大幅下跌了,连续2晚释出「坏消息」后美股强力上涨就是证明,未来一段时间美股的跌势很可能放缓。 3、一项受到密切关注的美国债券市场近期通胀预期指标两年来首次跌破美联储2%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":38,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/663394890","isVote":1,"tweetType":1,"viewCount":13932,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107765222008430","authorId":"4107765222008430","name":"回到原点_4971","avatar":"https://static.tigerbbs.com/0f80ef4f9d682930046100da7de42beb","crmLevel":1,"crmLevelSwitch":0,"idStr":"4107765222008430","authorIdStr":"4107765222008430"},"content":"这就是资本的好手段,我看了好多高级分析师说的,自己理解了一下,感觉就是华尔街这类狗发布一些欲盖弥彰的数据让其他人觉得市场已经能消耗的了75基点的预期,问题是现实是这样吗?周二美国cpi直接戳穿谎言,其实这些华尔街都有自己的数据非常清楚美国经济是怎样的状况,所以周一只是震荡周二早上开盘低位开下午暴跌,这是我预测的,跟个狗似的美国美债收益率上升股市反弹真可笑,资本好手段","text":"这就是资本的好手段,我看了好多高级分析师说的,自己理解了一下,感觉就是华尔街这类狗发布一些欲盖弥彰的数据让其他人觉得市场已经能消耗的了75基点的预期,问题是现实是这样吗?周二美国cpi直接戳穿谎言,其实这些华尔街都有自己的数据非常清楚美国经济是怎样的状况,所以周一只是震荡周二早上开盘低位开下午暴跌,这是我预测的,跟个狗似的美国美债收益率上升股市反弹真可笑,资本好手段","html":"这就是资本的好手段,我看了好多高级分析师说的,自己理解了一下,感觉就是华尔街这类狗发布一些欲盖弥彰的数据让其他人觉得市场已经能消耗的了75基点的预期,问题是现实是这样吗?周二美国cpi直接戳穿谎言,其实这些华尔街都有自己的数据非常清楚美国经济是怎样的状况,所以周一只是震荡周二早上开盘低位开下午暴跌,这是我预测的,跟个狗似的美国美债收益率上升股市反弹真可笑,资本好手段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687218122,"gmtCreate":1661048580171,"gmtModify":1661084378390,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":" 关注云计算拯救互联网巨头?深燃· 07:4114分钟快手-W(01024.HK)74.000+4.67%京东集团-SW(09618.HK)217.200-0.18%百度集团-SW(09888.HK)127.700-0.47%阿里巴巴-SW(09988.HK)89.500+1.42%腾讯控股(00700.HK)315.000+0.77%来源:深燃(shenrancaijing)作者:王敏2022年,互联网大厂「卷」向云端。面对外部监管不断加强,平台的流量红利消失、主营业务增长趋缓的困境,互联网大厂们正加速换挡,云计算成为关键的增量业务。腾讯发布的2022年Q2财报显示,营收同比下滑3%,为史上首次下滑;净利润186亿元,同比下降56%。在分业务营收中,「金融科技及企业服务」业务营收占比为31.5%,To B业务是唯一处于增长态势的业务板块,已经成为腾讯继增值服务之后的第二大营收支柱。不过,这份财报也显示,包含腾讯云的企业服务收入同比略有下滑,腾讯给出的理由是正在积极缩减亏损的业务。除了腾讯,在阿里巴巴和百度的最新一季财报中,云计算业务同样不容忽视。根据阿里2023财年Q1财报,阿里云成为阿里第二大营收来源,其市场份额在中国云计算市场上已不容忽视。百度2022年Q1财报中,智能云业务的增速为45%,高于行业平均水平。此外,京东、字节跳动、快手在过去的一个月时间里,均在云计算领域动作不断。云计算服务是数字社会的基础设施,在疫情持续了将近三年的背景下,市场需求持续爆发。无数玩家前赴后继地涌入这个赛道,目前聚集了运营商、独立云厂商、外资云厂商等诸多类型的玩家。原本以C端业务见长的互联网大厂们,进入云计算市场抢夺To B市场,有其生态、资源等优势,激烈竞争下,很快进入新赛段,纷纷抢夺政企大客户。即便目前赚不了大钱,但互联网大厂们都很清楚,云计算是面向未来的赛道,这已经成为一","listText":" 关注云计算拯救互联网巨头?深燃· 07:4114分钟快手-W(01024.HK)74.000+4.67%京东集团-SW(09618.HK)217.200-0.18%百度集团-SW(09888.HK)127.700-0.47%阿里巴巴-SW(09988.HK)89.500+1.42%腾讯控股(00700.HK)315.000+0.77%来源:深燃(shenrancaijing)作者:王敏2022年,互联网大厂「卷」向云端。面对外部监管不断加强,平台的流量红利消失、主营业务增长趋缓的困境,互联网大厂们正加速换挡,云计算成为关键的增量业务。腾讯发布的2022年Q2财报显示,营收同比下滑3%,为史上首次下滑;净利润186亿元,同比下降56%。在分业务营收中,「金融科技及企业服务」业务营收占比为31.5%,To B业务是唯一处于增长态势的业务板块,已经成为腾讯继增值服务之后的第二大营收支柱。不过,这份财报也显示,包含腾讯云的企业服务收入同比略有下滑,腾讯给出的理由是正在积极缩减亏损的业务。除了腾讯,在阿里巴巴和百度的最新一季财报中,云计算业务同样不容忽视。根据阿里2023财年Q1财报,阿里云成为阿里第二大营收来源,其市场份额在中国云计算市场上已不容忽视。百度2022年Q1财报中,智能云业务的增速为45%,高于行业平均水平。此外,京东、字节跳动、快手在过去的一个月时间里,均在云计算领域动作不断。云计算服务是数字社会的基础设施,在疫情持续了将近三年的背景下,市场需求持续爆发。无数玩家前赴后继地涌入这个赛道,目前聚集了运营商、独立云厂商、外资云厂商等诸多类型的玩家。原本以C端业务见长的互联网大厂们,进入云计算市场抢夺To B市场,有其生态、资源等优势,激烈竞争下,很快进入新赛段,纷纷抢夺政企大客户。即便目前赚不了大钱,但互联网大厂们都很清楚,云计算是面向未来的赛道,这已经成为一","text":"关注云计算拯救互联网巨头?深燃· 07:4114分钟快手-W(01024.HK)74.000+4.67%京东集团-SW(09618.HK)217.200-0.18%百度集团-SW(09888.HK)127.700-0.47%阿里巴巴-SW(09988.HK)89.500+1.42%腾讯控股(00700.HK)315.000+0.77%来源:深燃(shenrancaijing)作者:王敏2022年,互联网大厂「卷」向云端。面对外部监管不断加强,平台的流量红利消失、主营业务增长趋缓的困境,互联网大厂们正加速换挡,云计算成为关键的增量业务。腾讯发布的2022年Q2财报显示,营收同比下滑3%,为史上首次下滑;净利润186亿元,同比下降56%。在分业务营收中,「金融科技及企业服务」业务营收占比为31.5%,To B业务是唯一处于增长态势的业务板块,已经成为腾讯继增值服务之后的第二大营收支柱。不过,这份财报也显示,包含腾讯云的企业服务收入同比略有下滑,腾讯给出的理由是正在积极缩减亏损的业务。除了腾讯,在阿里巴巴和百度的最新一季财报中,云计算业务同样不容忽视。根据阿里2023财年Q1财报,阿里云成为阿里第二大营收来源,其市场份额在中国云计算市场上已不容忽视。百度2022年Q1财报中,智能云业务的增速为45%,高于行业平均水平。此外,京东、字节跳动、快手在过去的一个月时间里,均在云计算领域动作不断。云计算服务是数字社会的基础设施,在疫情持续了将近三年的背景下,市场需求持续爆发。无数玩家前赴后继地涌入这个赛道,目前聚集了运营商、独立云厂商、外资云厂商等诸多类型的玩家。原本以C端业务见长的互联网大厂们,进入云计算市场抢夺To B市场,有其生态、资源等优势,激烈竞争下,很快进入新赛段,纷纷抢夺政企大客户。即便目前赚不了大钱,但互联网大厂们都很清楚,云计算是面向未来的赛道,这已经成为一","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":31,"commentSize":10,"repostSize":2,"link":"https://laohu8.com/post/687218122","isVote":1,"tweetType":1,"viewCount":12967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404824410996864,"gmtCreate":1739859061307,"gmtModify":1739859297665,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> ","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> ","text":"$迅雷(XNET)$","images":[{"img":"https://static.tigerbbs.com/88797284654b3fc93e5bdaf710f783f0","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/404824410996864","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/a2f3cf18d9385e273efad9ac0cebbc66","crmLevel":3,"crmLevelSwitch":1,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"迅雷最近涨的也很强啊","text":"迅雷最近涨的也很强啊","html":"迅雷最近涨的也很强啊"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":393068128133672,"gmtCreate":1737009458306,"gmtModify":1737010141147,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 加油吧","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 加油吧","text":"$谷歌(GOOG)$ 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href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> 最近走的很强啊","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$ </a> 最近走的很强啊","text":"$迅雷(XNET)$ 最近走的很强啊","images":[{"img":"https://static.tigerbbs.com/75662f61af5a51c11ee4c5d4a970391f","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/412529396535680","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195469937236302","authorId":"4195469937236302","name":"太空小飞侠","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4195469937236302","authorIdStr":"4195469937236302"},"content":"大侠在1.72是怎么选中迅雷的,感觉很冷门啊","text":"大侠在1.72是怎么选中迅雷的,感觉很冷门啊","html":"大侠在1.72是怎么选中迅雷的,感觉很冷门啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":614106824,"gmtCreate":1653407102668,"gmtModify":1653407188350,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":" 关注 美联储5月会议纪要该关注什么?可留意对金融状况的相关讨论 智通财经 · 16分钟前 5分钟 标普500指数(.SPX.US) 3895.19 -1.98% 纳斯达克综合指数(.IXIC.US) 11168.92 -3.18% 道琼斯指数(.DJI.US) 31503.85 -1.18% 来源:智通财经 美联储将于北京时间周四凌晨公布5月货币政策会议纪要。美联储前顾问Ellen Meade接受采访称,预计本次将看到有关金融状况的大量讨论。美联储可能将透露本次的紧缩程度要大于之前的周期,因此官员们或认为这次不需要将加息幅度提高太多。 美联储将于美东时间周三(北京时间周四凌晨)公布5月货币政策会议纪要。此前美联储主席鲍威尔多次强调或在6月和7月的两次会议上再各加息50个基点。为更好地把握美联储未来的政策路径,投资者应该如何解读美联储的会议纪要以及官员讲话? 近日,美联储前顾问Ellen Meade接受采访,讨论了美联储当前面临的困境,并对美联储的沟通策略进行了解读。 据了解,在美联储工作了25年的 Meade于2021年离开美联储,她在幕后发挥了关键作用,帮助官员们思考如何沟通政策。她曾与美联储前副主席斯坦利·费希尔共事,并曾担任前副主席理查德·克拉里达和主席鲍威尔的顾问。 Meade对市场关注的几个问题进行了回答: 在将于本周发布的五月会议纪要中,哪些信息值得关注? Meade:和往常一样,我将关注有关近期政策的讨论——利率路径、预期的经济状况,以及政策制定者在放慢紧缩步伐之前希望从数据中看到什么。我还预计会看到有关金融状况的大量讨论,因为政策制定者似乎已经将讨论从中性利率转向了金融状况。会议纪要可能告诉我们,他们认为这次的紧缩程度要大于之前的周期。如果是这样的话,官员们可能会认为这次不需要将基金利率提高这么多。 为什么我们有时会从联邦公开市场委员会(FOMC","listText":" 关注 美联储5月会议纪要该关注什么?可留意对金融状况的相关讨论 智通财经 · 16分钟前 5分钟 标普500指数(.SPX.US) 3895.19 -1.98% 纳斯达克综合指数(.IXIC.US) 11168.92 -3.18% 道琼斯指数(.DJI.US) 31503.85 -1.18% 来源:智通财经 美联储将于北京时间周四凌晨公布5月货币政策会议纪要。美联储前顾问Ellen Meade接受采访称,预计本次将看到有关金融状况的大量讨论。美联储可能将透露本次的紧缩程度要大于之前的周期,因此官员们或认为这次不需要将加息幅度提高太多。 美联储将于美东时间周三(北京时间周四凌晨)公布5月货币政策会议纪要。此前美联储主席鲍威尔多次强调或在6月和7月的两次会议上再各加息50个基点。为更好地把握美联储未来的政策路径,投资者应该如何解读美联储的会议纪要以及官员讲话? 近日,美联储前顾问Ellen Meade接受采访,讨论了美联储当前面临的困境,并对美联储的沟通策略进行了解读。 据了解,在美联储工作了25年的 Meade于2021年离开美联储,她在幕后发挥了关键作用,帮助官员们思考如何沟通政策。她曾与美联储前副主席斯坦利·费希尔共事,并曾担任前副主席理查德·克拉里达和主席鲍威尔的顾问。 Meade对市场关注的几个问题进行了回答: 在将于本周发布的五月会议纪要中,哪些信息值得关注? Meade:和往常一样,我将关注有关近期政策的讨论——利率路径、预期的经济状况,以及政策制定者在放慢紧缩步伐之前希望从数据中看到什么。我还预计会看到有关金融状况的大量讨论,因为政策制定者似乎已经将讨论从中性利率转向了金融状况。会议纪要可能告诉我们,他们认为这次的紧缩程度要大于之前的周期。如果是这样的话,官员们可能会认为这次不需要将基金利率提高这么多。 为什么我们有时会从联邦公开市场委员会(FOMC","text":"关注 美联储5月会议纪要该关注什么?可留意对金融状况的相关讨论 智通财经 · 16分钟前 5分钟 标普500指数(.SPX.US) 3895.19 -1.98% 纳斯达克综合指数(.IXIC.US) 11168.92 -3.18% 道琼斯指数(.DJI.US) 31503.85 -1.18% 来源:智通财经 美联储将于北京时间周四凌晨公布5月货币政策会议纪要。美联储前顾问Ellen Meade接受采访称,预计本次将看到有关金融状况的大量讨论。美联储可能将透露本次的紧缩程度要大于之前的周期,因此官员们或认为这次不需要将加息幅度提高太多。 美联储将于美东时间周三(北京时间周四凌晨)公布5月货币政策会议纪要。此前美联储主席鲍威尔多次强调或在6月和7月的两次会议上再各加息50个基点。为更好地把握美联储未来的政策路径,投资者应该如何解读美联储的会议纪要以及官员讲话? 近日,美联储前顾问Ellen Meade接受采访,讨论了美联储当前面临的困境,并对美联储的沟通策略进行了解读。 据了解,在美联储工作了25年的 Meade于2021年离开美联储,她在幕后发挥了关键作用,帮助官员们思考如何沟通政策。她曾与美联储前副主席斯坦利·费希尔共事,并曾担任前副主席理查德·克拉里达和主席鲍威尔的顾问。 Meade对市场关注的几个问题进行了回答: 在将于本周发布的五月会议纪要中,哪些信息值得关注? Meade:和往常一样,我将关注有关近期政策的讨论——利率路径、预期的经济状况,以及政策制定者在放慢紧缩步伐之前希望从数据中看到什么。我还预计会看到有关金融状况的大量讨论,因为政策制定者似乎已经将讨论从中性利率转向了金融状况。会议纪要可能告诉我们,他们认为这次的紧缩程度要大于之前的周期。如果是这样的话,官员们可能会认为这次不需要将基金利率提高这么多。 为什么我们有时会从联邦公开市场委员会(FOMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/614106824","isVote":1,"tweetType":1,"viewCount":26070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616934397,"gmtCreate":1651301329009,"gmtModify":1651303858829,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"美国时间2022年4月29日(北京时间4月30日),一年一度的全球投资盛宴——巴菲特股东大会,即伯克希尔·哈撒韦股东大会,将如期而至。92岁的巴菲特和98岁的芒格再度搭档亮相,被看做巴菲特「潜在接班人」的伯克希尔高管格雷格·阿贝尔、阿吉特·贾恩也将一起出席。值得关的是,此次股东大会是其自特殊时期以来首度回归线下,其关注度显然会尤其高涨!此外,和过去两年的线上股东会相比,今年股东会安排的投资者问答时间将会拉长,这意味着今年的「干货」可能会尤其丰富。半个月前,巴菲特也曾经在接受采访时特别提到,将在今年的伯克希尔年度股东大会上谈到许多话题,体现出「股神」本人也对本次大会充满期待。其中,最值得投资者关注的,可能有以下几个话题。包括:伯克希尔今年在股市中的投资计划、谁会是巴菲特的继任者、巴菲特会如何评价苹果和惠普的投资、如何应对今年复杂的投资环境?我们一起来盘点下!一、伯克希尔今年在股市中的投资计划「别人贪婪我恐惧 ,别人恐惧我贪婪。」这句几乎被所有巴菲特信徒们熟知的名言,在今天依旧是巴菲特的投资准则。今年,在美股整体持续阴跌之际,巴菲特却接连进行大手笔投资:先是向西方石油公司投入约70亿美元,后是投入40亿美元买下1.21亿股惠普股票。此外,还达成了以116亿美元收购保险公司Alleghany的交易,这是巴菲特六年来最大的一笔收购。华尔街分析师预期,今明两年,伯克希尔哈撒韦公司可能会还会继续在市场中大展拳脚,未来18个月内在股票上的投资额可能超过330亿美元。Edward Jones的高级股票分析师沙James Shanahan预计,明年伯克希尔哈撒韦至少还将达成两笔交易。其一是伯克希尔哈撒韦可能会斥资约40亿美元,在2023年初将其在Pilot Flying J的股权提高到80%;其二是该公司还可能很快就会收购沃尔特•斯科特(Walter Scott Jr.)家族持有的伯克希尔哈","listText":"美国时间2022年4月29日(北京时间4月30日),一年一度的全球投资盛宴——巴菲特股东大会,即伯克希尔·哈撒韦股东大会,将如期而至。92岁的巴菲特和98岁的芒格再度搭档亮相,被看做巴菲特「潜在接班人」的伯克希尔高管格雷格·阿贝尔、阿吉特·贾恩也将一起出席。值得关的是,此次股东大会是其自特殊时期以来首度回归线下,其关注度显然会尤其高涨!此外,和过去两年的线上股东会相比,今年股东会安排的投资者问答时间将会拉长,这意味着今年的「干货」可能会尤其丰富。半个月前,巴菲特也曾经在接受采访时特别提到,将在今年的伯克希尔年度股东大会上谈到许多话题,体现出「股神」本人也对本次大会充满期待。其中,最值得投资者关注的,可能有以下几个话题。包括:伯克希尔今年在股市中的投资计划、谁会是巴菲特的继任者、巴菲特会如何评价苹果和惠普的投资、如何应对今年复杂的投资环境?我们一起来盘点下!一、伯克希尔今年在股市中的投资计划「别人贪婪我恐惧 ,别人恐惧我贪婪。」这句几乎被所有巴菲特信徒们熟知的名言,在今天依旧是巴菲特的投资准则。今年,在美股整体持续阴跌之际,巴菲特却接连进行大手笔投资:先是向西方石油公司投入约70亿美元,后是投入40亿美元买下1.21亿股惠普股票。此外,还达成了以116亿美元收购保险公司Alleghany的交易,这是巴菲特六年来最大的一笔收购。华尔街分析师预期,今明两年,伯克希尔哈撒韦公司可能会还会继续在市场中大展拳脚,未来18个月内在股票上的投资额可能超过330亿美元。Edward Jones的高级股票分析师沙James Shanahan预计,明年伯克希尔哈撒韦至少还将达成两笔交易。其一是伯克希尔哈撒韦可能会斥资约40亿美元,在2023年初将其在Pilot Flying J的股权提高到80%;其二是该公司还可能很快就会收购沃尔特•斯科特(Walter Scott Jr.)家族持有的伯克希尔哈","text":"美国时间2022年4月29日(北京时间4月30日),一年一度的全球投资盛宴——巴菲特股东大会,即伯克希尔·哈撒韦股东大会,将如期而至。92岁的巴菲特和98岁的芒格再度搭档亮相,被看做巴菲特「潜在接班人」的伯克希尔高管格雷格·阿贝尔、阿吉特·贾恩也将一起出席。值得关的是,此次股东大会是其自特殊时期以来首度回归线下,其关注度显然会尤其高涨!此外,和过去两年的线上股东会相比,今年股东会安排的投资者问答时间将会拉长,这意味着今年的「干货」可能会尤其丰富。半个月前,巴菲特也曾经在接受采访时特别提到,将在今年的伯克希尔年度股东大会上谈到许多话题,体现出「股神」本人也对本次大会充满期待。其中,最值得投资者关注的,可能有以下几个话题。包括:伯克希尔今年在股市中的投资计划、谁会是巴菲特的继任者、巴菲特会如何评价苹果和惠普的投资、如何应对今年复杂的投资环境?我们一起来盘点下!一、伯克希尔今年在股市中的投资计划「别人贪婪我恐惧 ,别人恐惧我贪婪。」这句几乎被所有巴菲特信徒们熟知的名言,在今天依旧是巴菲特的投资准则。今年,在美股整体持续阴跌之际,巴菲特却接连进行大手笔投资:先是向西方石油公司投入约70亿美元,后是投入40亿美元买下1.21亿股惠普股票。此外,还达成了以116亿美元收购保险公司Alleghany的交易,这是巴菲特六年来最大的一笔收购。华尔街分析师预期,今明两年,伯克希尔哈撒韦公司可能会还会继续在市场中大展拳脚,未来18个月内在股票上的投资额可能超过330亿美元。Edward Jones的高级股票分析师沙James Shanahan预计,明年伯克希尔哈撒韦至少还将达成两笔交易。其一是伯克希尔哈撒韦可能会斥资约40亿美元,在2023年初将其在Pilot Flying J的股权提高到80%;其二是该公司还可能很快就会收购沃尔特•斯科特(Walter Scott Jr.)家族持有的伯克希尔哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/616934397","isVote":1,"tweetType":1,"viewCount":3524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299060267774136,"gmtCreate":1714023391944,"gmtModify":1714023394504,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>稳了","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>稳了","text":"$谷歌(GOOG)$ 稳了","images":[{"img":"https://static.tigerbbs.com/630af1fa04d920672b14bba9f327c82e","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/299060267774136","isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556908274126254","authorId":"3556908274126254","name":"一年翻百倍","avatar":"https://static.tigerbbs.com/ced48f3665429db478ed8bb152749db3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556908274126254","authorIdStr":"3556908274126254"},"content":"这得很多年了吧","text":"这得很多年了吧","html":"这得很多年了吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":406914918170824,"gmtCreate":1740370833229,"gmtModify":1740373931923,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 加油吧","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 加油吧","text":"$老虎证券(TIGR)$ 加油吧","images":[{"img":"https://static.tigerbbs.com/4549f4feaa8b77879bf52a638fc3c65e","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406914918170824","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":612769224,"gmtCreate":1652585330168,"gmtModify":1652585506958,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"htmlText":"顶级机构美股调仓大揭秘 关注 全球最大对冲基金大举增持阿里巴巴、拼多多,清仓特斯拉!这些资管巨头也在加码中概股 证券时报 · 41分钟前 9分钟 阿里巴巴(BABA.US) 87.990 88.300 +8.51% +0.35% 盘后 拼多多(PDD.US) 37.720 38.000 +10.20% +0.74% 盘后 特斯拉(TSLA.US) 769.590 775.500 +5.71% +0.77% 盘后 哔哩哔哩(BILI.US) 20.600 20.700 +8.94% +0.49% 盘后 蔚来(NIO.US) 14.310 14.480 +9.24% +1.19% 盘后 来源:证券时报 一季度期间,桥水增持了阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等多只中概股,表明其对中国资产的看好。而富达国际、摩根等也开始增持京东、美团等互联网股票。 在中概互联网股票持续低迷之际,全球最大对冲基金桥水又出手增持! 5月13日,桥水向美国证券交易委员会(SEC)提交了2022年一季度持仓报告。报告显示,桥水继续看好中国资产,阿里巴巴、拼多多、百度等中概股均获增持,而年内下跌近30%的特斯拉则被清仓式减持。 今年以来,多只中概股迎来跌宕起伏的行情。在此背景下,不少海外资管巨头加码「抄底」,除桥水外,富达国际、摩根等也开始增持京东、美团等互联网股票。 值得一提的是,投资大师芒格此前也看好中国资产,但今年一季度却突然大幅减持阿里巴巴。芒格在DailyJournal的年会上表示,持有有价证券,就会面临风险。芒格认为阿里巴巴是一个合理的投资,至少目前来看,买入阿里巴巴股票并没有看起来风险那么巨大。 桥水持续加码中国资产 桥水最近公布的2022年一季度持仓报告显示,一季度期间,桥水增持了阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等多只中概股,表明其对中国资产的看好。 数据显示,一季度起桥水整体持","listText":"顶级机构美股调仓大揭秘 关注 全球最大对冲基金大举增持阿里巴巴、拼多多,清仓特斯拉!这些资管巨头也在加码中概股 证券时报 · 41分钟前 9分钟 阿里巴巴(BABA.US) 87.990 88.300 +8.51% +0.35% 盘后 拼多多(PDD.US) 37.720 38.000 +10.20% +0.74% 盘后 特斯拉(TSLA.US) 769.590 775.500 +5.71% +0.77% 盘后 哔哩哔哩(BILI.US) 20.600 20.700 +8.94% +0.49% 盘后 蔚来(NIO.US) 14.310 14.480 +9.24% +1.19% 盘后 来源:证券时报 一季度期间,桥水增持了阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等多只中概股,表明其对中国资产的看好。而富达国际、摩根等也开始增持京东、美团等互联网股票。 在中概互联网股票持续低迷之际,全球最大对冲基金桥水又出手增持! 5月13日,桥水向美国证券交易委员会(SEC)提交了2022年一季度持仓报告。报告显示,桥水继续看好中国资产,阿里巴巴、拼多多、百度等中概股均获增持,而年内下跌近30%的特斯拉则被清仓式减持。 今年以来,多只中概股迎来跌宕起伏的行情。在此背景下,不少海外资管巨头加码「抄底」,除桥水外,富达国际、摩根等也开始增持京东、美团等互联网股票。 值得一提的是,投资大师芒格此前也看好中国资产,但今年一季度却突然大幅减持阿里巴巴。芒格在DailyJournal的年会上表示,持有有价证券,就会面临风险。芒格认为阿里巴巴是一个合理的投资,至少目前来看,买入阿里巴巴股票并没有看起来风险那么巨大。 桥水持续加码中国资产 桥水最近公布的2022年一季度持仓报告显示,一季度期间,桥水增持了阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等多只中概股,表明其对中国资产的看好。 数据显示,一季度起桥水整体持","text":"顶级机构美股调仓大揭秘 关注 全球最大对冲基金大举增持阿里巴巴、拼多多,清仓特斯拉!这些资管巨头也在加码中概股 证券时报 · 41分钟前 9分钟 阿里巴巴(BABA.US) 87.990 88.300 +8.51% +0.35% 盘后 拼多多(PDD.US) 37.720 38.000 +10.20% +0.74% 盘后 特斯拉(TSLA.US) 769.590 775.500 +5.71% +0.77% 盘后 哔哩哔哩(BILI.US) 20.600 20.700 +8.94% +0.49% 盘后 蔚来(NIO.US) 14.310 14.480 +9.24% +1.19% 盘后 来源:证券时报 一季度期间,桥水增持了阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等多只中概股,表明其对中国资产的看好。而富达国际、摩根等也开始增持京东、美团等互联网股票。 在中概互联网股票持续低迷之际,全球最大对冲基金桥水又出手增持! 5月13日,桥水向美国证券交易委员会(SEC)提交了2022年一季度持仓报告。报告显示,桥水继续看好中国资产,阿里巴巴、拼多多、百度等中概股均获增持,而年内下跌近30%的特斯拉则被清仓式减持。 今年以来,多只中概股迎来跌宕起伏的行情。在此背景下,不少海外资管巨头加码「抄底」,除桥水外,富达国际、摩根等也开始增持京东、美团等互联网股票。 值得一提的是,投资大师芒格此前也看好中国资产,但今年一季度却突然大幅减持阿里巴巴。芒格在DailyJournal的年会上表示,持有有价证券,就会面临风险。芒格认为阿里巴巴是一个合理的投资,至少目前来看,买入阿里巴巴股票并没有看起来风险那么巨大。 桥水持续加码中国资产 桥水最近公布的2022年一季度持仓报告显示,一季度期间,桥水增持了阿里巴巴、拼多多、哔哩哔哩、蔚来、百度等多只中概股,表明其对中国资产的看好。 数据显示,一季度起桥水整体持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/612769224","isVote":1,"tweetType":1,"viewCount":157962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611933273,"gmtCreate":1650259327338,"gmtModify":1715063610624,"author":{"id":"3555112578661940","authorId":"3555112578661940","name":"杨帆1977","avatar":"https://static.tigerbbs.com/7a5128c060dc9dbe1fdf91e73de72d5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555112578661940","authorIdStr":"3555112578661940"},"themes":[],"title":"刘总来了","htmlText":"刘鹤部署十项重要举措,要求努力实现“民生要托底、货运要畅通、产业要循环” 新华社 原标题:刘鹤出席全国保障物流畅通促进产业链供应链稳定电视电话会议并讲话 部署十项重要举措 要求努力实现「民生要托底、货运要畅通、产业要循环」 4月18日,全国保障物流畅通促进产业链供应链稳定电视电话会议在北京召开。会议要求认真学习贯彻总书记重要指示精神,按照党中央、国务院统一部署,以实际行动迎接党的二十大胜利召开。 中央政治局委员、国务院副总理刘鹤出席会议并部署十项重要举措。国务委员肖捷主持会议。国务委员赵克志出席会议并讲话。有关部门和地方作了重点发言。 会议要求,坚持以人民为中心,脑中要有全局。要关心群众和防疫人员生活和身心健康,改善物流从业人员工作生活条件并给予延期还贷等金融支持。要足量发放使用全国统一通行证,核酸检测结果48小时内全国互认,实行「即采即走即追」闭环管理,不得以等待核酸结果为由限制通行。要逐个攻关解决重点地区突出问题。要着力稳定产业链供应链,通过2000亿元科技创新再贷款和用于交通物流领域的1000亿元再贷款撬动1万亿元资金,建立汽车、集成电路、消费电子、装备制造、农用物资、食品、医药等重点产业和外贸企业白名单。 会议强调,各级政府都要建立工作机制,集中统一指挥,分工分级负责。充分调动各方面积极性,充分发挥市场作用。做到信息公开透明,建立举报投诉机制,用好12328热线,24小时专人值守,第一时间解决问题。 编辑/lambor","listText":"刘鹤部署十项重要举措,要求努力实现“民生要托底、货运要畅通、产业要循环” 新华社 原标题:刘鹤出席全国保障物流畅通促进产业链供应链稳定电视电话会议并讲话 部署十项重要举措 要求努力实现「民生要托底、货运要畅通、产业要循环」 4月18日,全国保障物流畅通促进产业链供应链稳定电视电话会议在北京召开。会议要求认真学习贯彻总书记重要指示精神,按照党中央、国务院统一部署,以实际行动迎接党的二十大胜利召开。 中央政治局委员、国务院副总理刘鹤出席会议并部署十项重要举措。国务委员肖捷主持会议。国务委员赵克志出席会议并讲话。有关部门和地方作了重点发言。 会议要求,坚持以人民为中心,脑中要有全局。要关心群众和防疫人员生活和身心健康,改善物流从业人员工作生活条件并给予延期还贷等金融支持。要足量发放使用全国统一通行证,核酸检测结果48小时内全国互认,实行「即采即走即追」闭环管理,不得以等待核酸结果为由限制通行。要逐个攻关解决重点地区突出问题。要着力稳定产业链供应链,通过2000亿元科技创新再贷款和用于交通物流领域的1000亿元再贷款撬动1万亿元资金,建立汽车、集成电路、消费电子、装备制造、农用物资、食品、医药等重点产业和外贸企业白名单。 会议强调,各级政府都要建立工作机制,集中统一指挥,分工分级负责。充分调动各方面积极性,充分发挥市场作用。做到信息公开透明,建立举报投诉机制,用好12328热线,24小时专人值守,第一时间解决问题。 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