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张士华
2022-05-29
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@钛媒体APP:今日美股收评：美股收高道指5连涨 中概股普涨
张士华
2021-09-11
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Taper时间定了？两位地方联储主席同时表示9月底前清仓
张士华
2021-09-05
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美联储暂缓Taper稳了？9月数据大概也不好看
张士华
2021-09-01
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张士华
2021-08-21
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2021-08-20
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2021-08-01
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2021-06-25
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2021-01-30
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2021-01-30
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中概股普涨","htmlText":"北京时间5月27日早间，美股周四收高，道指连续第五个交易日上涨。截至收盘，道指涨1.61%，报32637.19点；纳指涨2.68%，报11740.65点；标普500指数涨1.99%，报4057.84点。盘面上，除房地产收跌外，标普其他10大板块悉数收涨。大型科技股多数收涨，特斯拉涨 7.43%，特斯拉据称准备进军泰国，最快今年在印尼建超级工厂，Meta涨 4.24%，亚马逊涨 4.03%，谷歌涨 2.32%，苹果涨 2.32%，微软涨 1.29%；中概股多数收涨，阿里涨 14.79%，2022年第四财季营收超市场预期，阿里云13年来实现首次年度盈利，中国市场消费者突破10亿，国内业务受疫情影响，不提供财务指引，百度涨14.14%，拼多多涨 9.45%，京东涨 5.04%，收购德邦物流后，京东物流完成向京东科技集团发行2.61亿股，募集资金净额6.92亿美元。蔚来涨 9.49%，理想涨 7.95%，深圳支持个人消费者购买新能源汽车，给予最高不超过1万元/台补贴，小鹏涨 7.6%。消息面：1. 大多数美国货币政策制定者认为，在接下来的两次会议上，加息50个基点是合适的。他们同时指出，利率有可能升至足以限制经济的水平，但也有迹象表明加息可能会暂停——“加速”紧缩将使美联储“在今年晚些时候处于有利地位，以评估收紧政策的效果，以及经济发展需要政策调整的程度。” 目前市场普遍预计美联储将在未来两次会议上各加息50个基点。2. 周四经济数据面，美国商务部报告称，今年一季度美国经通胀调整后的国内生产总值（GDP）环比下降1.5%，逊于预期，也低于最初公布的萎缩1.4%。不过，占经济大部分的消费支出，向上修正后增长了3.1%。GDP报告表明，美国企业利润在第一季度出现近两年来最大降幅，原因是一些企业难以抵消成本飙升，而同期整体经济出现萎缩。3. 美国全国地产经纪商协会周四发布的数据显示，二手","listText":"北京时间5月27日早间，美股周四收高，道指连续第五个交易日上涨。截至收盘，道指涨1.61%，报32637.19点；纳指涨2.68%，报11740.65点；标普500指数涨1.99%，报4057.84点。盘面上，除房地产收跌外，标普其他10大板块悉数收涨。大型科技股多数收涨，特斯拉涨 7.43%，特斯拉据称准备进军泰国，最快今年在印尼建超级工厂，Meta涨 4.24%，亚马逊涨 4.03%，谷歌涨 2.32%，苹果涨 2.32%，微软涨 1.29%；中概股多数收涨，阿里涨 14.79%，2022年第四财季营收超市场预期，阿里云13年来实现首次年度盈利，中国市场消费者突破10亿，国内业务受疫情影响，不提供财务指引，百度涨14.14%，拼多多涨 9.45%，京东涨 5.04%，收购德邦物流后，京东物流完成向京东科技集团发行2.61亿股，募集资金净额6.92亿美元。蔚来涨 9.49%，理想涨 7.95%，深圳支持个人消费者购买新能源汽车，给予最高不超过1万元/台补贴，小鹏涨 7.6%。消息面：1. 大多数美国货币政策制定者认为，在接下来的两次会议上，加息50个基点是合适的。他们同时指出，利率有可能升至足以限制经济的水平，但也有迹象表明加息可能会暂停——“加速”紧缩将使美联储“在今年晚些时候处于有利地位，以评估收紧政策的效果，以及经济发展需要政策调整的程度。” 目前市场普遍预计美联储将在未来两次会议上各加息50个基点。2. 周四经济数据面，美国商务部报告称，今年一季度美国经通胀调整后的国内生产总值（GDP）环比下降1.5%，逊于预期，也低于最初公布的萎缩1.4%。不过，占经济大部分的消费支出，向上修正后增长了3.1%。GDP报告表明，美国企业利润在第一季度出现近两年来最大降幅，原因是一些企业难以抵消成本飙升，而同期整体经济出现萎缩。3. 美国全国地产经纪商协会周四发布的数据显示，二手","text":"北京时间5月27日早间，美股周四收高，道指连续第五个交易日上涨。截至收盘，道指涨1.61%，报32637.19点；纳指涨2.68%，报11740.65点；标普500指数涨1.99%，报4057.84点。盘面上，除房地产收跌外，标普其他10大板块悉数收涨。大型科技股多数收涨，特斯拉涨 7.43%，特斯拉据称准备进军泰国，最快今年在印尼建超级工厂，Meta涨 4.24%，亚马逊涨 4.03%，谷歌涨 2.32%，苹果涨 2.32%，微软涨 1.29%；中概股多数收涨，阿里涨 14.79%，2022年第四财季营收超市场预期，阿里云13年来实现首次年度盈利，中国市场消费者突破10亿，国内业务受疫情影响，不提供财务指引，百度涨14.14%，拼多多涨 9.45%，京东涨 5.04%，收购德邦物流后，京东物流完成向京东科技集团发行2.61亿股，募集资金净额6.92亿美元。蔚来涨 9.49%，理想涨 7.95%，深圳支持个人消费者购买新能源汽车，给予最高不超过1万元/台补贴，小鹏涨 7.6%。消息面：1. 大多数美国货币政策制定者认为，在接下来的两次会议上，加息50个基点是合适的。他们同时指出，利率有可能升至足以限制经济的水平，但也有迹象表明加息可能会暂停——“加速”紧缩将使美联储“在今年晚些时候处于有利地位，以评估收紧政策的效果，以及经济发展需要政策调整的程度。” 目前市场普遍预计美联储将在未来两次会议上各加息50个基点。2. 周四经济数据面，美国商务部报告称，今年一季度美国经通胀调整后的国内生产总值（GDP）环比下降1.5%，逊于预期，也低于最初公布的萎缩1.4%。不过，占经济大部分的消费支出，向上修正后增长了3.1%。GDP报告表明，美国企业利润在第一季度出现近两年来最大降幅，原因是一些企业难以抵消成本飙升，而同期整体经济出现萎缩。3. 美国全国地产经纪商协会周四发布的数据显示，二手","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614253433","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881231499,"gmtCreate":1631340981411,"gmtModify":1631340981411,"author":{"id":"3564022627540469","authorId":"3564022627540469","name":"张士华","avatar":"https://static.tigerbbs.com/104a77b1d056c10c9290ca75c4558697","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564022627540469","authorIdStr":"3564022627540469"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881231499","repostId":"1137346392","repostType":2,"repost":{"id":"1137346392","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1631316424,"share":"https://www.laohu8.com/m/news/1137346392?lang=&edition=full","pubTime":"2021-09-11 07:27","market":"us","language":"zh","title":"Taper时间定了？两位地方联储主席同时表示9月底前清仓","url":"https://stock-news.laohu8.com/highlight/detail?id=1137346392","media":"Wind万得","summary":"美东时间9月9日，美联储两位高官，达拉斯联储主席Robert Kaplan以及波士顿联储主席Eric Rosengren同时发布声明，因为“道德（ethic concerns)”原因将在本月底之前清空","content":"<p>美东时间9月9日，美联储两位高官，达拉斯联储主席Robert Kaplan以及波士顿联储主席Eric Rosengren同时发布声明，因为“道德（ethic concerns)”原因<b>将在本月底之前清空所有股票持仓，包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等，随后资产将转入被动投资。</b></p>\n<p>两人前后脚发表声明表示，所有交易都是在合规范围内进行，担心可能会出现利益冲突，决定本月底之前清仓。</p>\n<p><img src=\"https://static.tigerbbs.com/11cdf07cef3ea7024835ea45c5e28ec3\" tg-width=\"796\" tg-height=\"89\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/058aa9b8297ca6f845a484cfef2c5446\" tg-width=\"796\" tg-height=\"162\" referrerpolicy=\"no-referrer\"></p>\n<p>两天前，美联储12家地方联储中的11家都披露了自家主席2020年的财务状况，相比其他主席在金融市场非常保守的操作，达拉斯联储主席Kaplan去年在股市大手笔操作。根据报告，截止去年末，Kaplan共持有32只股票、基金等，包括鼎鼎大名的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、特斯拉、阿里等等，且交易金额都超过100万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/3adb7283e0b1e24b89884caa5996f5e6\" tg-width=\"796\" tg-height=\"963\" referrerpolicy=\"no-referrer\"></p>\n<p>Kaplan一直是金融市场老手，曾在<a href=\"https://laohu8.com/S/GS\">高盛</a>工作20多年，最高做到高盛投行副总，2006年离职后在哈佛商学院担任教授，2015年进入达拉斯联储。另外达拉斯联储貌似一直有炒股传统，他的前任Fisher也曾在股市大手笔操作。</p>\n<p>Kaplan在美联储一直是鹰派，年初以来一直敦促美联储尽快Taper，表示支持联储在9月的会议上宣布缩减购债规模，理由是尽管德尔塔变异毒株导致新冠病例激增但美国经济依旧韧性十足。“我将在9月会议之前的几周里继续关注这个问题，但基于所有这些，我认为9月开会时，我们会满意地宣布调整购债的计划，并在10月或之后不久开始执行”，Kaplan称。不过他今年在FOMC没有投票权。</p>\n<p>相比Kaplan直接炒股，波士顿联储主席Rosengren喜欢炒房，根据文件披露，去年他持有四家房地产信托投资，并多次买卖。讽刺的是，他一直是美联储内部批评房地产风险最多的主席，并主张美联储加快收缩抵押贷款支持债券（MBS）购买规模，Rosengren明年将成为联邦公开市场委员会的投票成员。</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\" 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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\">\nTaper时间定了？两位地方联储主席同时表示9月底前清仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-09-11 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间9月9日，美联储两位高官，达拉斯联储主席Robert Kaplan以及波士顿联储主席Eric Rosengren同时发布声明，因为“道德（ethic concerns)”原因<b>将在本月底之前清空所有股票持仓，包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等，随后资产将转入被动投资。</b></p>\n<p>两人前后脚发表声明表示，所有交易都是在合规范围内进行，担心可能会出现利益冲突，决定本月底之前清仓。</p>\n<p><img src=\"https://static.tigerbbs.com/11cdf07cef3ea7024835ea45c5e28ec3\" tg-width=\"796\" tg-height=\"89\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/058aa9b8297ca6f845a484cfef2c5446\" tg-width=\"796\" tg-height=\"162\" referrerpolicy=\"no-referrer\"></p>\n<p>两天前，美联储12家地方联储中的11家都披露了自家主席2020年的财务状况，相比其他主席在金融市场非常保守的操作，达拉斯联储主席Kaplan去年在股市大手笔操作。根据报告，截止去年末，Kaplan共持有32只股票、基金等，包括鼎鼎大名的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、特斯拉、阿里等等，且交易金额都超过100万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/3adb7283e0b1e24b89884caa5996f5e6\" tg-width=\"796\" tg-height=\"963\" referrerpolicy=\"no-referrer\"></p>\n<p>Kaplan一直是金融市场老手，曾在<a href=\"https://laohu8.com/S/GS\">高盛</a>工作20多年，最高做到高盛投行副总，2006年离职后在哈佛商学院担任教授，2015年进入达拉斯联储。另外达拉斯联储貌似一直有炒股传统，他的前任Fisher也曾在股市大手笔操作。</p>\n<p>Kaplan在美联储一直是鹰派，年初以来一直敦促美联储尽快Taper，表示支持联储在9月的会议上宣布缩减购债规模，理由是尽管德尔塔变异毒株导致新冠病例激增但美国经济依旧韧性十足。“我将在9月会议之前的几周里继续关注这个问题，但基于所有这些，我认为9月开会时，我们会满意地宣布调整购债的计划，并在10月或之后不久开始执行”，Kaplan称。不过他今年在FOMC没有投票权。</p>\n<p>相比Kaplan直接炒股，波士顿联储主席Rosengren喜欢炒房，根据文件披露，去年他持有四家房地产信托投资，并多次买卖。讽刺的是，他一直是美联储内部批评房地产风险最多的主席，并主张美联储加快收缩抵押贷款支持债券（MBS）购买规模，Rosengren明年将成为联邦公开市场委员会的投票成员。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c5ee27973fe760f4436676bb05ce4fd","relate_stocks":{"161125":"标普500","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","IVV":"标普500指数ETF","OEX":"标普100","SPY":"标普500ETF","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","DJX":"1/100道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137346392","content_text":"美东时间9月9日，美联储两位高官，达拉斯联储主席Robert Kaplan以及波士顿联储主席Eric Rosengren同时发布声明，因为“道德（ethic concerns)”原因将在本月底之前清空所有股票持仓，包括特斯拉、亚马逊等，随后资产将转入被动投资。\n两人前后脚发表声明表示，所有交易都是在合规范围内进行，担心可能会出现利益冲突，决定本月底之前清仓。\n\n\n两天前，美联储12家地方联储中的11家都披露了自家主席2020年的财务状况，相比其他主席在金融市场非常保守的操作，达拉斯联储主席Kaplan去年在股市大手笔操作。根据报告，截止去年末，Kaplan共持有32只股票、基金等，包括鼎鼎大名的苹果、亚马逊、谷歌、特斯拉、阿里等等，且交易金额都超过100万美元。\n\nKaplan一直是金融市场老手，曾在高盛工作20多年，最高做到高盛投行副总，2006年离职后在哈佛商学院担任教授，2015年进入达拉斯联储。另外达拉斯联储貌似一直有炒股传统，他的前任Fisher也曾在股市大手笔操作。\nKaplan在美联储一直是鹰派，年初以来一直敦促美联储尽快Taper，表示支持联储在9月的会议上宣布缩减购债规模，理由是尽管德尔塔变异毒株导致新冠病例激增但美国经济依旧韧性十足。“我将在9月会议之前的几周里继续关注这个问题，但基于所有这些，我认为9月开会时，我们会满意地宣布调整购债的计划，并在10月或之后不久开始执行”，Kaplan称。不过他今年在FOMC没有投票权。\n相比Kaplan直接炒股，波士顿联储主席Rosengren喜欢炒房，根据文件披露，去年他持有四家房地产信托投资，并多次买卖。讽刺的是，他一直是美联储内部批评房地产风险最多的主席，并主张美联储加快收缩抵押贷款支持债券（MBS）购买规模，Rosengren明年将成为联邦公开市场委员会的投票成员。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814202758,"gmtCreate":1630819143974,"gmtModify":1630819143974,"author":{"id":"3564022627540469","authorId":"3564022627540469","name":"张士华","avatar":"https://static.tigerbbs.com/104a77b1d056c10c9290ca75c4558697","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564022627540469","authorIdStr":"3564022627540469"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814202758","repostId":"2164280671","repostType":2,"repost":{"id":"2164280671","kind":"highlight","pubTimestamp":1630804564,"share":"https://www.laohu8.com/m/news/2164280671?lang=&edition=full","pubTime":"2021-09-05 09:16","market":"us","language":"zh","title":"美联储暂缓Taper稳了？9月数据大概也不好看","url":"https://stock-news.laohu8.com/highlight/detail?id=2164280671","media":"华尔街见闻","summary":"上个月，美国的就业市场遭受了新冠病毒的重大打击。\n华尔街日报表示，预计9月份的就业情况也不会好转，而这可能会使美联储暂缓taper。\n美国劳工部周五公布数据显示，美国8月份新增就业岗位23.5万个，远","content":"<p>上个月，美国的就业市场遭受了新冠病毒的重大打击。</p>\n<p>华尔街日报表示，预计9月份的就业情况也不会好转，而这可能会使美联储暂缓taper。</p>\n<p>美国劳工部周五公布数据显示，美国8月份新增就业岗位23.5万个，远低于经济学家预期的72万个。</p>\n<p>在今年截至7月的半年时间里，酒店和其他住宿行业平均每月增加5.67万名员工，但环比仅增加了6600名。</p>\n<p>8月份，餐馆、酒吧和其他食品服务和饮酒场所相反减少了4.15万个工作岗位；而在之前六个月里，这些行业平均增加了22.74万个工作岗位。</p>\n<p><b>华尔街日报认为，在某种程度上，这些数据的疲软可能是由于需求的疲软。</b></p>\n<p>Delta病毒的传播使人们对外出就餐等活动更加谨慎。随着这类消费业务受到打击，一些雇主就暂停了招聘员工。</p>\n<p>同时，越来越多的人对回办公室工作感到紧张。美国劳工部表示，没有工作、也不积极寻找工作但希望有工作的人数比7月份减少了83.5万人，为570万人。</p>\n<p>此外，上个月，25岁至54岁的在职或正在找工作的女性人数有所减少。</p>\n<p>这可能表明，由于Delta病毒的传播和新学年的开始，女性在照顾孩子方面的考虑产生了越来越大的影响。</p>\n<p><b>如果疫情的传播态势有所减缓，工人的需求和供应都应该会增加，但9月份的就业报告暂时应该不会反映出这一点。</b></p>\n<p>如今美国每日的新增新冠病例数、住院人数和死亡人数都高于8月中旬的水平。</p>\n<p>越来越多的学校开始了新的学期，越来越多的学校也正因为新冠病毒而停课。就业方面的复苏前景仍需等待。</p>\n<p><b>此次就业数据大幅不及预期，可能会使美联储放缓taper的步伐。</b></p>\n<p>鲍威尔在此前的全球央行年会上表示，年内可能Taper，但距离加息遥远。事实上，美国远未满足加息条件，<b>“距离充分就业还有很长的路要走”</b>。</p>\n<p>鲍威尔明确指出，美联储朝着其通胀目标已经实现了“实质性的进一步进展”，<b>在实现最大化就业方面也取得了“明显进展”但还不够。</b>如果经济持续发展符合预期，“在7月FOMC会上，我和大多数参与者都认为，今年开始放缓资产购买步伐可能是合适的。”</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>高级美国经济学家Robert Rosener表示，8月数据大失所望后，9月和10月的就业数据将非常关键。</p>\n<p>尤其是在美联储11月FOMC会议前，就只能看到9月非农就业报告，这份报告需要足够强劲，来证明劳动力市场达到了“实质性的进一步进展”（substantial further progress）。</p>","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>美联储暂缓Taper稳了？9月数据大概也不好看</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #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美联储暂缓Taper稳了？9月数据大概也不好看\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 09:16 北京时间 <a href=https://wallstreetcn.com/articles/3639653><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上个月，美国的就业市场遭受了新冠病毒的重大打击。\n华尔街日报表示，预计9月份的就业情况也不会好转，而这可能会使美联储暂缓taper。\n美国劳工部周五公布数据显示，美国8月份新增就业岗位23.5万个，远低于经济学家预期的72万个。\n在今年截至7月的半年时间里，酒店和其他住宿行业平均每月增加5.67万名员工，但环比仅增加了6600名。\n8月份，餐馆、酒吧和其他食品服务和饮酒场所相反减少了4.15万个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3639653\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/123472eab1159c5e881f8e540a346014","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF","518880":"黄金ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","GDX":"黄金矿业ETF-VanEck","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","GLD":"SPDR黄金ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","IAU":"黄金信托ETF(iShares)","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","QID":"纳指两倍做空ETF",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3639653","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164280671","content_text":"上个月，美国的就业市场遭受了新冠病毒的重大打击。\n华尔街日报表示，预计9月份的就业情况也不会好转，而这可能会使美联储暂缓taper。\n美国劳工部周五公布数据显示，美国8月份新增就业岗位23.5万个，远低于经济学家预期的72万个。\n在今年截至7月的半年时间里，酒店和其他住宿行业平均每月增加5.67万名员工，但环比仅增加了6600名。\n8月份，餐馆、酒吧和其他食品服务和饮酒场所相反减少了4.15万个工作岗位；而在之前六个月里，这些行业平均增加了22.74万个工作岗位。\n华尔街日报认为，在某种程度上，这些数据的疲软可能是由于需求的疲软。\nDelta病毒的传播使人们对外出就餐等活动更加谨慎。随着这类消费业务受到打击，一些雇主就暂停了招聘员工。\n同时，越来越多的人对回办公室工作感到紧张。美国劳工部表示，没有工作、也不积极寻找工作但希望有工作的人数比7月份减少了83.5万人，为570万人。\n此外，上个月，25岁至54岁的在职或正在找工作的女性人数有所减少。\n这可能表明，由于Delta病毒的传播和新学年的开始，女性在照顾孩子方面的考虑产生了越来越大的影响。\n如果疫情的传播态势有所减缓，工人的需求和供应都应该会增加，但9月份的就业报告暂时应该不会反映出这一点。\n如今美国每日的新增新冠病例数、住院人数和死亡人数都高于8月中旬的水平。\n越来越多的学校开始了新的学期，越来越多的学校也正因为新冠病毒而停课。就业方面的复苏前景仍需等待。\n此次就业数据大幅不及预期，可能会使美联储放缓taper的步伐。\n鲍威尔在此前的全球央行年会上表示，年内可能Taper，但距离加息遥远。事实上，美国远未满足加息条件，“距离充分就业还有很长的路要走”。\n鲍威尔明确指出，美联储朝着其通胀目标已经实现了“实质性的进一步进展”，在实现最大化就业方面也取得了“明显进展”但还不够。如果经济持续发展符合预期，“在7月FOMC会上，我和大多数参与者都认为，今年开始放缓资产购买步伐可能是合适的。”\n摩根士丹利高级美国经济学家Robert 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中概股普涨","htmlText":"北京时间5月27日早间，美股周四收高，道指连续第五个交易日上涨。截至收盘，道指涨1.61%，报32637.19点；纳指涨2.68%，报11740.65点；标普500指数涨1.99%，报4057.84点。盘面上，除房地产收跌外，标普其他10大板块悉数收涨。大型科技股多数收涨，特斯拉涨 7.43%，特斯拉据称准备进军泰国，最快今年在印尼建超级工厂，Meta涨 4.24%，亚马逊涨 4.03%，谷歌涨 2.32%，苹果涨 2.32%，微软涨 1.29%；中概股多数收涨，阿里涨 14.79%，2022年第四财季营收超市场预期，阿里云13年来实现首次年度盈利，中国市场消费者突破10亿，国内业务受疫情影响，不提供财务指引，百度涨14.14%，拼多多涨 9.45%，京东涨 5.04%，收购德邦物流后，京东物流完成向京东科技集团发行2.61亿股，募集资金净额6.92亿美元。蔚来涨 9.49%，理想涨 7.95%，深圳支持个人消费者购买新能源汽车，给予最高不超过1万元/台补贴，小鹏涨 7.6%。消息面：1. 大多数美国货币政策制定者认为，在接下来的两次会议上，加息50个基点是合适的。他们同时指出，利率有可能升至足以限制经济的水平，但也有迹象表明加息可能会暂停——“加速”紧缩将使美联储“在今年晚些时候处于有利地位，以评估收紧政策的效果，以及经济发展需要政策调整的程度。” 目前市场普遍预计美联储将在未来两次会议上各加息50个基点。2. 周四经济数据面，美国商务部报告称，今年一季度美国经通胀调整后的国内生产总值（GDP）环比下降1.5%，逊于预期，也低于最初公布的萎缩1.4%。不过，占经济大部分的消费支出，向上修正后增长了3.1%。GDP报告表明，美国企业利润在第一季度出现近两年来最大降幅，原因是一些企业难以抵消成本飙升，而同期整体经济出现萎缩。3. 美国全国地产经纪商协会周四发布的数据显示，二手","listText":"北京时间5月27日早间，美股周四收高，道指连续第五个交易日上涨。截至收盘，道指涨1.61%，报32637.19点；纳指涨2.68%，报11740.65点；标普500指数涨1.99%，报4057.84点。盘面上，除房地产收跌外，标普其他10大板块悉数收涨。大型科技股多数收涨，特斯拉涨 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