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啥名字好呢

07-30

说说你对这篇新闻的看法...

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啥名字好呢

2023-08-08

$理想汽车(LI)$ 财报这么好居然跌了，看不懂[喷血]

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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美联储降息在即，当心首降沦为“枷锁”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 18:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=144560&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>彭博编委会最近撰文表示，金融市场等待的不是美联储的一次降息，而是进一步的政策转向，但这种期待让美联储下一次行动的重要性过高，并且可能会在条件变化时束缚住美联储的手脚。 以下是彭博编委会的观点：\n美联储主席鲍威尔最近表示，在降息之前他希望看到更多关于通胀的好消息。他似乎得到了他想要的结果。\n6月份的总体CPI年率降至3%，而5月份总体CPI年率为3.3%，核心CPI年率则从3.4%放缓至3.3%。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=144560&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce609e9c6e7c8358f07634a7a505663e","relate_stocks":{"BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4588":"碎股","BK4504":"桥水持仓","IVV":"标普500指数ETF","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","OEX":"标普100","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=144560&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2455604660","content_text":"彭博编委会最近撰文表示，金融市场等待的不是美联储的一次降息，而是进一步的政策转向，但这种期待让美联储下一次行动的重要性过高，并且可能会在条件变化时束缚住美联储的手脚。 以下是彭博编委会的观点：\n美联储主席鲍威尔最近表示，在降息之前他希望看到更多关于通胀的好消息。他似乎得到了他想要的结果。\n6月份的总体CPI年率降至3%，而5月份总体CPI年率为3.3%，核心CPI年率则从3.4%放缓至3.3%。投资者随即提高了对美联储将在9月份降息的预期，并开始猜测降息是否可能就在本月末发生。\n没有理由排除7月或9月降息的可能性。考虑到经济放缓的风险，现在适度放宽货币政策似乎是正确的。\n虽然通胀仍然处于高位，但最新的数据表明，略低的政策利率应该仍然具有足够限制性，以达到美联储希望通胀回到2%的目标。美国第二季度实际GDP年化季率录得2.8%，虽然这一数值比预期略高，但也确认了与去年相比经济已经明显降温。\n在本周的美联储政策会议上，政策制定者们可以合理地得出结论——短期利率可以被削减。\n然而，有一个问题比现在或两个月后降息更重要，那就是鲍威尔和他的同事们之后的意图是什么。如果他们明智的话，他们会留有余地。\n美联储正确地承诺将依赖数据行动。然而，金融市场期待的不仅是单次降息，而是一个“转向”更低利率的路径。这种看法并不有利，它让美联储下一次行动的重要性过高，并且可能会在条件变化时束缚住美联储的手脚。\n诚然，市场的期望是有逻辑依据的，它源于美联储希望逐步和可预测地调整政策、避免意外发生的愿望。稳定是好的，但渐进主义和数据依赖有时会指向不同的方向。当事实发生变化时，美联储官员需要自由地改变他们的想法。如果他们将政策与某个真实的或想象的时间表绑定在一起，那么最终往往会面临更大且更严重的意外。\n目前5.25%至5.5%的政策利率正在牢牢地抑制需求。尤其是到目前为止一直很顽固的住房通胀已经减弱；除去住房和能源的核心服务通胀是一个受到密切关注的指标，该指标在6月份连续第二个月下降。至关重要的是，之前过热的劳动力市场已经冷却。职位空缺大幅减少，失业率上升至4.1%。风险平衡已经发生了变化，降息的理由看起来很充分。\n关键点在于——如果美联储真的降息，它应该解释这一举措是在数据支持下产生的结果，而不是进一步宽松的前奏。如果后续数据表明通胀稳定在2%以上，那么宽松政策就需要逆转，美联储应当提醒投资者存在这种可能性。\n此外，回到正常政策利率路径的说法假定了美联储知道这个“正常”的数字是多少，但实际上美联储并不知道，也没有其他人知道。最终，只有数据能给出答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206660841185448,"gmtCreate":1691485853360,"gmtModify":1691486447961,"author":{"id":"3558141885886277","authorId":"3558141885886277","name":"啥名字好呢","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558141885886277","authorIdStr":"3558141885886277"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>财报这么好居然跌了，看不懂[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>财报这么好居然跌了，看不懂[喷血]&nbsp;","text":"$理想汽车(LI)$ 财报这么好居然跌了，看不懂[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206660841185448","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}