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金蝉Catherine
独立投资人 遵循"杠铃式"投资策略,期权玩家;
IP属地:上海
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金蝉Catherine
11-16 12:32
信仰
金蝉Catherine
11-15
死了都要爱,生命不息,赚钱不止,与虎相伴到老,财富滚滚而来😘
@小虎活动
金蝉Catherine
11-15
这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。
Palantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?
金蝉Catherine
11-13
腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸]
金蝉Catherine
11-13
🇺🇸10月CPI符合预期,略高于前值🙂
美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升
金蝉Catherine
11-11
英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察]
错过英伟达?试试这三只AI股票
金蝉Catherine
11-11
雷布斯@厉害了[强] 小米🚘~富人的玩具+遥遥领先😘小米股价节节高升+遥遥领先[666]
金蝉Catherine
11-09
越年轻,欲望越多,人到中年,消费欲望走下坡路了+呈下降趋势,但对财富保值增值的欲望呈现上升趋势,继续与虎同行,慢慢变富吧😘
金蝉Catherine
11-09
至11月8日收盘,过去一周,大科技公司整体上行,其中 $苹果(AAPL)$ +0.69%, $英伟达(NVDA)$ +12.14%, $微软(MSFT)$ +4.69%, $亚马逊(AMZN)$ +12.68%, $谷歌(GOOG)$ $谷歌A(GOOGL)$ +5.63%, $Meta Platforms, Inc.(META)$ +4.25%, $特斯拉(TSLA)$ +18.83%。
@小虎周报:【一周科技动态】"川普2.0"对大科技意味着什么?
金蝉Catherine
11-09
😘
金蝉Catherine
11-07
1500 days… mark😘
金蝉Catherine
10-31
老虎🐯万圣节快乐🤪
金蝉Catherine
10-31
趁着DJT刚发生熔断,间隔交易恢复中立即平仓,真🈶种虎口夺食+虎口脱险的感觉,太drama啦,又见证历史啦🤣
金蝉Catherine
10-31
$超微电脑(SMCI)$
安永提出离职,这意味深长啊🤨 超微爆雷,直接带漰半导体etf,纳指也被拖累了,呵呵[吃瓜]
金蝉Catherine
10-30
小米牛逼呀,勇敢定价哈😆
金蝉Catherine
10-22
$英伟达(NVDA)$
美银分析英伟达目标价从160提升至190,偏积极乐观,对于AI芯片界的🐲头,又号称是美股之王,英伟达值得拥有和期待(*^o^*)
金蝉Catherine
10-22
2030年将达到1万亿美元[疑问]
金蝉Catherine
10-21
Yinn更适合单边上涨行情,震荡行情杠杆损耗高,Yinn本身运营成本也偏高,中长期持有的确挺坑的 [无语]
金蝉Catherine
10-17
$台积电(TSM)$
台积电3季度财报公布,业绩喜人,股价再创新高,股价盘前巳突破200,不知道正式开盘后最高能冲到啥价[暗中观察] Q3业绩全面超预期,净利润同比大增54%
金蝉Catherine
10-14
🇨🇳大A暴力上涨,是水牛?杠杆牛?中国政策给力,就是政策预期🐄😸✊
去老虎APP查看更多动态
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@小虎活动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371267056677192","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371313081405584,"gmtCreate":1731661640929,"gmtModify":1731661643549,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。","listText":"这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。","text":"这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371313081405584","repostId":"1115175000","repostType":4,"repost":{"id":"1115175000","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":1731657695,"share":"https://www.laohu8.com/m/news/1115175000?lang=&edition=full","pubTime":"2024-11-15 16:01","market":"us","language":"zh","title":"Palantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115175000","media":"老虎资讯综合","summary":"Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。受此消息影响,Palantir的股票在周四盘后交易中上涨超过3%。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。","content":"<html><head></head><body><blockquote><p>几个月前, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 加入标准普尔 500 指数,此次调整使其有望被纳入纳斯达克 100 指数</p></blockquote><p>周五,Palantir在盘前交易之初涨超2%。Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d28a73ecbff1c31df449f47731eedc\" tg-width=\"450\" tg-height=\"132\"/></p><p>在今年加入标普500指数(S&P 500)之前,Palantir Technologies Inc.的股票已经表现非常亮眼。而标普500指数的加入更是进一步推动了该股的上涨。</p><p>如今,这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。</p><p>投资者对潜在的新指数纳入感到兴奋,因为这意味着追踪该指数的基金将不得不购买Palantir的股票。此外,被纳入高知名度的指数也被视为华尔街对公司合法性的进一步认可。</p><p>今年以来,Palantir股票表现尤为突出,2024年全年累计上涨了245%,在标普500指数中排名第二,仅次于 <a href=\"https://laohu8.com/S/VST\">Vistra Energy Corp.</a> (股票代码:VST),后者今年股价已上涨259%。</p><p>Palantir拥有一批忠实的散户投资者群体,近年来公司业务的进展也让投资者倍感振奋。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。</p><p>然而,Palantir的股票上涨也引发了其他争议,一些持悲观态度的分析师对其昂贵的估值表示担忧。Jefferies分析师布伦特·希尔(Brent Thill)本月早些时候将该股票评级下调至“表现不佳”,指出其2025年预估收入的市销率高达38倍。</p><p><em>文章源自 MarketWatch《Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.》</em></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>Palantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?</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\">\nPalantir将转战纳斯达克交易所:AI先锋迎指数新机遇,股价再飙升?\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\">2024-11-15 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>几个月前, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 加入标准普尔 500 指数,此次调整使其有望被纳入纳斯达克 100 指数</p></blockquote><p>周五,Palantir在盘前交易之初涨超2%。Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d28a73ecbff1c31df449f47731eedc\" tg-width=\"450\" tg-height=\"132\"/></p><p>在今年加入标普500指数(S&P 500)之前,Palantir Technologies Inc.的股票已经表现非常亮眼。而标普500指数的加入更是进一步推动了该股的上涨。</p><p>如今,这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。</p><p>投资者对潜在的新指数纳入感到兴奋,因为这意味着追踪该指数的基金将不得不购买Palantir的股票。此外,被纳入高知名度的指数也被视为华尔街对公司合法性的进一步认可。</p><p>今年以来,Palantir股票表现尤为突出,2024年全年累计上涨了245%,在标普500指数中排名第二,仅次于 <a href=\"https://laohu8.com/S/VST\">Vistra Energy Corp.</a> (股票代码:VST),后者今年股价已上涨259%。</p><p>Palantir拥有一批忠实的散户投资者群体,近年来公司业务的进展也让投资者倍感振奋。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。</p><p>然而,Palantir的股票上涨也引发了其他争议,一些持悲观态度的分析师对其昂贵的估值表示担忧。Jefferies分析师布伦特·希尔(Brent Thill)本月早些时候将该股票评级下调至“表现不佳”,指出其2025年预估收入的市销率高达38倍。</p><p><em>文章源自 MarketWatch《Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c461c7ad16f44f042dbd7c2b51dc35f6","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115175000","content_text":"几个月前, Palantir Technologies Inc. 加入标准普尔 500 指数,此次调整使其有望被纳入纳斯达克 100 指数周五,Palantir在盘前交易之初涨超2%。Palantir在周四宣布,计划将其股票从纽约证券交易所转至纳斯达克交易所,预计这一变动将于11月26日生效。在今年加入标普500指数(S&P 500)之前,Palantir Technologies Inc.的股票已经表现非常亮眼。而标普500指数的加入更是进一步推动了该股的上涨。如今,这家软件公司正期待加入新的指数,投资者对这一消息感到兴奋。这一调整将使Palantir符合更多指数的纳入资格,公司预计将满足纳斯达克100指数(NDX)的要求。纳斯达克100指数由该交易所上市的最大非金融公司组成。截至周四收盘,Palantir的市值已达1350亿美元。投资者对潜在的新指数纳入感到兴奋,因为这意味着追踪该指数的基金将不得不购买Palantir的股票。此外,被纳入高知名度的指数也被视为华尔街对公司合法性的进一步认可。今年以来,Palantir股票表现尤为突出,2024年全年累计上涨了245%,在标普500指数中排名第二,仅次于 Vistra Energy Corp. (股票代码:VST),后者今年股价已上涨259%。Palantir拥有一批忠实的散户投资者群体,近年来公司业务的进展也让投资者倍感振奋。Palantir的收入增长正在加速,并持续保持盈利,因为其人工智能产品的发展势头良好。然而,Palantir的股票上涨也引发了其他争议,一些持悲观态度的分析师对其昂贵的估值表示担忧。Jefferies分析师布伦特·希尔(Brent Thill)本月早些时候将该股票评级下调至“表现不佳”,指出其2025年预估收入的市销率高达38倍。文章源自 MarketWatch《Palantir’s stock is moving to the Nasdaq. Why investors are cheering the move.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370652868726928,"gmtCreate":1731505224247,"gmtModify":1731505229333,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸] ","listText":"腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸] ","text":"腾讯小马哥,现已成老马哥,腾讯老大哥,众望所归,任重而道远[鬼脸]","images":[{"img":"https://static.tigerbbs.com/77ae34b9fcb5504b8c654ea50414d4b8","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370652868726928","isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370650928463960,"gmtCreate":1731504749294,"gmtModify":1731504751370,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"🇺🇸10月CPI符合预期,略高于前值🙂","listText":"🇺🇸10月CPI符合预期,略高于前值🙂","text":"🇺🇸10月CPI符合预期,略高于前值🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370650928463960","repostId":"1194312436","repostType":4,"repost":{"id":"1194312436","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":1731504614,"share":"https://www.laohu8.com/m/news/1194312436?lang=&edition=full","pubTime":"2024-11-13 21:30","market":"us","language":"zh","title":"美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1194312436","media":"老虎资讯综合","summary":"前值+2.4%","content":"<html><head></head><body><p>美国10月未季调CPI年率 2.6%,预期2.6%,前值2.4%。本次数据符合市场预期,为三个月高位,止步“六连跌”。</p><p>美国10月季调后核心CPI月率 0.3%,预期0.3%,前值0.3%。</p><p>美国10月未季调核心CPI年率 3.3%,预期3.3%,前值3.3%。</p><p>美国10月季调后CPI月率 0.2%,预期0.2%,前值0.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4e21becfd9096055a3d5d169c5f3b3\" tg-width=\"865\" tg-height=\"522\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47fb9afb09ed72d2e821bcdb1a1e2ac\" tg-width=\"867\" tg-height=\"541\"/></p><blockquote><p>解读:这是美国大选后的首份通胀报告。拜登执政期间,美国人对通货膨胀感到失望,现在的消费价格比他上任时高出约 20%。如果没有价格上涨,上周的结果可能会有所不同。尽管通胀已呈降温趋势,但美国当选总统特朗普上任时正值经济的微妙时期,美联储的目标是降低利率,确保经济持续健康发展,而不会重新引发通胀。</p></blockquote><p><strong>交易员加大对美联储12月降息的押注</strong></p><p style=\"text-align: start;\">交易员加大了对美联储12月降息的押注。交易员现在定价美联储12月降息的可能性约为75%,而美国通胀数据公布前为60%。</p><p>美股三大指数期货直线拉升,美元短线下挫,非美货币普涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360ef7715438389ba47e2f5026de4220\" title=\"\" tg-width=\"1161\" tg-height=\"641\"/></p><p></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>美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升</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美国10月未季调CPI年率2.6%,预期2.6%,美股期指直线拉升\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\">2024-11-13 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国10月未季调CPI年率 2.6%,预期2.6%,前值2.4%。本次数据符合市场预期,为三个月高位,止步“六连跌”。</p><p>美国10月季调后核心CPI月率 0.3%,预期0.3%,前值0.3%。</p><p>美国10月未季调核心CPI年率 3.3%,预期3.3%,前值3.3%。</p><p>美国10月季调后CPI月率 0.2%,预期0.2%,前值0.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd4e21becfd9096055a3d5d169c5f3b3\" tg-width=\"865\" tg-height=\"522\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47fb9afb09ed72d2e821bcdb1a1e2ac\" tg-width=\"867\" tg-height=\"541\"/></p><blockquote><p>解读:这是美国大选后的首份通胀报告。拜登执政期间,美国人对通货膨胀感到失望,现在的消费价格比他上任时高出约 20%。如果没有价格上涨,上周的结果可能会有所不同。尽管通胀已呈降温趋势,但美国当选总统特朗普上任时正值经济的微妙时期,美联储的目标是降低利率,确保经济持续健康发展,而不会重新引发通胀。</p></blockquote><p><strong>交易员加大对美联储12月降息的押注</strong></p><p style=\"text-align: start;\">交易员加大了对美联储12月降息的押注。交易员现在定价美联储12月降息的可能性约为75%,而美国通胀数据公布前为60%。</p><p>美股三大指数期货直线拉升,美元短线下挫,非美货币普涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360ef7715438389ba47e2f5026de4220\" title=\"\" tg-width=\"1161\" tg-height=\"641\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4516b311844dbc5f7ab90eff087ef7f","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194312436","content_text":"美国10月未季调CPI年率 2.6%,预期2.6%,前值2.4%。本次数据符合市场预期,为三个月高位,止步“六连跌”。美国10月季调后核心CPI月率 0.3%,预期0.3%,前值0.3%。美国10月未季调核心CPI年率 3.3%,预期3.3%,前值3.3%。美国10月季调后CPI月率 0.2%,预期0.2%,前值0.2%。解读:这是美国大选后的首份通胀报告。拜登执政期间,美国人对通货膨胀感到失望,现在的消费价格比他上任时高出约 20%。如果没有价格上涨,上周的结果可能会有所不同。尽管通胀已呈降温趋势,但美国当选总统特朗普上任时正值经济的微妙时期,美联储的目标是降低利率,确保经济持续健康发展,而不会重新引发通胀。交易员加大对美联储12月降息的押注交易员加大了对美联储12月降息的押注。交易员现在定价美联储12月降息的可能性约为75%,而美国通胀数据公布前为60%。美股三大指数期货直线拉升,美元短线下挫,非美货币普涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369862037766528,"gmtCreate":1731316046421,"gmtModify":1731316651694,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察] ","listText":"英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察] ","text":"英伟达的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369862037766528","repostId":"1137433018","repostType":2,"repost":{"id":"1137433018","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1731293827,"share":"https://www.laohu8.com/m/news/1137433018?lang=&edition=full","pubTime":"2024-11-11 10:57","market":"sh","language":"zh","title":"错过英伟达?试试这三只AI股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1137433018","media":"华尔街洞察","summary":"关键点Palantir的客户数量上季度增长39%。自动驾驶出租车或将推动$特斯拉$股价飙升。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。ARK投资公司预测,随着自动驾驶出租车业务的成熟,特斯拉股价到2029年可能增至2600美元,是当前水平的九倍。总结$英伟达$的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值。","content":"<p><strong>关键点</strong></p><ul style=\"\"><li><p>Palantir的客户数量上季度增长39%。</p></li><li><p>Meta Platforms凭借无AI贡献的强劲价值吸引投资者。</p></li><li><p>自动驾驶出租车或将推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价飙升。</p></li></ul><h3 id=\"id_1036095888\">1. Palantir Technologies:AI革命的前沿力量</h3><p>Palantir(纽约证券交易所代码:PLTR)凭借其AI平台,成为政府和商业客户的首选合作伙伴。该公司帮助客户构建大规模语言模型,以解决保险公司加快承保过程、军方管理战场资产等问题。其最新财报显示,Palantir的美国收入增长44%,总收入增长30%至7.26亿美元,客户数量增加了39%。分析师预测2025年其收入将增长23%,达34亿美元。对于想在2025年投资AI的投资者,Palantir是一个值得关注的选择。</p><h3 id=\"id_1613883347\">2. Meta Platforms:广告业务与AI双轮驱动</h3><p>Meta Platforms(纳斯达克代码:META)在AI和广告领域的布局吸引了大量投资者。尽管其股价自去年以来上涨了380%,但目前的市盈率为25倍,仍具有增长潜力。Meta的广告业务覆盖了Facebook、Instagram和WhatsApp,日活跃用户达到32.9亿,年增5%。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。Meta不仅是一个优质广告业务的选择,也为AI驱动的未来提供了坚实基础。</p><h3 id=\"id_301499543\">3. Tesla:自动驾驶和AI推动新一轮增长</h3><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(纳斯达克代码:TSLA)的自动驾驶业务可能是推动其未来增长的关键。近期推出的全自动Cybercab标志着其在自动驾驶领域的重要进展,马斯克预测到2026年年产量可达200万辆。此外,特斯拉的FSD(完全自动驾驶)系统依托其推理芯片和Dojo系统,将进一步提高自动驾驶数据处理能力。ARK投资公司预测,随着自动驾驶出租车业务的成熟,特斯拉股价到2029年可能增至2600美元,是当前水平的九倍。</p><p><strong>总结</strong></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值。</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\" 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>错过英伟达?试试这三只AI股票</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错过英伟达?试试这三只AI股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-11-11 10:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>关键点</strong></p><ul style=\"\"><li><p>Palantir的客户数量上季度增长39%。</p></li><li><p>Meta Platforms凭借无AI贡献的强劲价值吸引投资者。</p></li><li><p>自动驾驶出租车或将推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价飙升。</p></li></ul><h3 id=\"id_1036095888\">1. Palantir Technologies:AI革命的前沿力量</h3><p>Palantir(纽约证券交易所代码:PLTR)凭借其AI平台,成为政府和商业客户的首选合作伙伴。该公司帮助客户构建大规模语言模型,以解决保险公司加快承保过程、军方管理战场资产等问题。其最新财报显示,Palantir的美国收入增长44%,总收入增长30%至7.26亿美元,客户数量增加了39%。分析师预测2025年其收入将增长23%,达34亿美元。对于想在2025年投资AI的投资者,Palantir是一个值得关注的选择。</p><h3 id=\"id_1613883347\">2. Meta Platforms:广告业务与AI双轮驱动</h3><p>Meta Platforms(纳斯达克代码:META)在AI和广告领域的布局吸引了大量投资者。尽管其股价自去年以来上涨了380%,但目前的市盈率为25倍,仍具有增长潜力。Meta的广告业务覆盖了Facebook、Instagram和WhatsApp,日活跃用户达到32.9亿,年增5%。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。Meta不仅是一个优质广告业务的选择,也为AI驱动的未来提供了坚实基础。</p><h3 id=\"id_301499543\">3. Tesla:自动驾驶和AI推动新一轮增长</h3><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(纳斯达克代码:TSLA)的自动驾驶业务可能是推动其未来增长的关键。近期推出的全自动Cybercab标志着其在自动驾驶领域的重要进展,马斯克预测到2026年年产量可达200万辆。此外,特斯拉的FSD(完全自动驾驶)系统依托其推理芯片和Dojo系统,将进一步提高自动驾驶数据处理能力。ARK投资公司预测,随着自动驾驶出租车业务的成熟,特斯拉股价到2029年可能增至2600美元,是当前水平的九倍。</p><p><strong>总结</strong></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的AI增长潜力虽大,但Palantir、Meta和Tesla提供了多元化的AI投资机会,从数据分析到广告再到自动驾驶,投资者可关注这三家公司带来的长期价值。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","META":"Meta Platforms, Inc.","TSLA":"特斯拉","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137433018","content_text":"关键点Palantir的客户数量上季度增长39%。Meta Platforms凭借无AI贡献的强劲价值吸引投资者。自动驾驶出租车或将推动特斯拉股价飙升。1. Palantir Technologies:AI革命的前沿力量Palantir(纽约证券交易所代码:PLTR)凭借其AI平台,成为政府和商业客户的首选合作伙伴。该公司帮助客户构建大规模语言模型,以解决保险公司加快承保过程、军方管理战场资产等问题。其最新财报显示,Palantir的美国收入增长44%,总收入增长30%至7.26亿美元,客户数量增加了39%。分析师预测2025年其收入将增长23%,达34亿美元。对于想在2025年投资AI的投资者,Palantir是一个值得关注的选择。2. Meta Platforms:广告业务与AI双轮驱动Meta Platforms(纳斯达克代码:META)在AI和广告领域的布局吸引了大量投资者。尽管其股价自去年以来上涨了380%,但目前的市盈率为25倍,仍具有增长潜力。Meta的广告业务覆盖了Facebook、Instagram和WhatsApp,日活跃用户达到32.9亿,年增5%。此外,Meta正通过Llama AI模型和AI广告工具加码AI投入,未来有望将其AI部门盈利化。Meta不仅是一个优质广告业务的选择,也为AI驱动的未来提供了坚实基础。3. 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还有一点想说的就是,台积电不是美国公司,也不在纳斯达克交易所上市,因此他既不在标普500指数中,也不在纳斯达克100指数中,因此即使你无脑买QQQ和SPY也是涵盖不到台积电的,配置台积电对指数投资者来说也有着从无到有的意义[鬼脸]","images":[{"img":"https://static.tigerbbs.com/011014ba3566c59ac7eb430152548fd8","width":"1100","height":"732"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/324837651619848","isVote":1,"tweetType":1,"viewCount":10969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4111302797871770","authorId":"4111302797871770","name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","crmLevel":5,"crmLevelSwitch":0,"idStr":"4111302797871770","authorIdStr":"4111302797871770"},"content":"那美股的tsm是什么?","text":"那美股的tsm是什么?","html":"那美股的tsm是什么?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":326409579991264,"gmtCreate":1720691441611,"gmtModify":1720693020813,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"<a 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尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","images":[{"img":"https://static.tigerbbs.com/c48978458c14aa1ff705298ea37d3811","width":"600","height":"335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":2,"link":"https://laohu8.com/post/326409579991264","isVote":1,"tweetType":1,"viewCount":11832,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3573325047854143","authorIdStr":"3573325047854143"},"content":"算的很好,看到220,泡沫化300","text":"算的很好,看到220,泡沫化300","html":"算的很好,看到220,泡沫化300"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":627481678,"gmtCreate":1678536784394,"gmtModify":1678536785917,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"震荡😂","listText":"震荡😂","text":"震荡😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627481678","repostId":"627555370","repostType":1,"repost":{"id":627555370,"gmtCreate":1678447612890,"gmtModify":1678447648805,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有奖活动】用一个词来形容这一周的股市","htmlText":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"如果用一个词来形容本周的股市,你会希望是什么?疯狂星期五又来了,小虎君又来给大家发福利了,欢迎大家在评论区留言,参与互动,赢取虎币与老虎周边。这一周的股市表现相对波动较大。整体而言,美国股市三大指数均出现波动,且波动较为明显。受鲍威尔讲话影响,周二美国股市小幅下挫,标普500指数和道琼斯工业平均指数分别下跌1.53%和1.72%,纳斯达克综合指数下跌1.25%。美联储主席鲍威尔在美国参议院银行委员会的听证会上作证,警告今年初的强劲数据可能促使联储不再继续放缓、而是加快加息的脚步,最终利率可能超过联储之前预期水平。就在市场消化这一消息的过程中,受到影响流动性危机影响,美国股市再次下跌,标普500指数和道琼斯工业平均指数分别下跌1.85%和1.66%,纳斯达克综合指数下跌2.05%。周三,专注于投资加密货币的银行Silvergate关门大吉。但更大的雷爆在周四,硅谷银行出现流动性危机,这把投资者吓坏了,市场最担心的是,科技泡沫的破灭恐怕会传导至美国的金融体系,从而互联网泡沫破裂甚至金融危机将会重演。而周五的剧情还在上演,如果用一个词形容这一周的股市,你觉得哪个词较为贴切?为什么呢?【参与方式】在评论区留言!同时转发本贴!用一个词来形容这一周的股市,可以是诗词,也可以是影视台词,还可以是表情包。题材不限,请发挥你的想象力【评奖及发放规则】客观评分(50%):根据回复的互动&点赞数主观评分(50%):根据作品质量进行评审打分【活动时间】活动持续到3月17日【活动奖品】凡是在评论区发表作品,均可获得50虎币,评论区互动最高的1个虎友还有机会获得小虎周边一个。快来艾特你的朋友一起参与吧~<a 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href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 从图上看很明显跌破了20日线,这周有可能反抽,但基于上述原因3月继续回调的概率较大,可能是2月cpi公布的前后?另外,CME观察仍然显示12月有可能降息25bp,我觉得这个预期早晚也是会修正的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 㕛判断错误,以为会在205那个阻力回调,结果是回调了,只象征性小回调一下。于是我的主力仓位在200被sell call行权卖出了,原计划回调到165以内接回来,但由于上周表现太过于强势,我下了sp 165和sp 175,原因是手上筹码不够,愿意更高一点接回。面对TSLA这种趋势中过于强势的股票,不要担心卖飞,多一点耐心,今年一定有倒车接人的机会,3月1日的发布会之后,如果预期落地,会有更好的机会。我的愿意175先小接盘,165和150开始主力接盘。顺便","listText":"复盘上周对cpi后的走势判断错了一半,为什么是一半?当时我说cpi之夜,大盘会冲高竭力然后回落。结果如图,cpi是14日周二,科技股周三还冲了一大波,周四出现回落,周五下跌留下缺口。上周下半场的回落主要来自继续加息预期的升温。之前说过,2月的25bp不重要,关键是3月,3月加息25bp也不重要,重要是对后面5月6月是否继续加息的预期,以及下半年不会降息的预期扭转。上周鹰王讲话非常有节奏地提高了期货市场对5月继续加息的预期。3月再加25bp,利率就到了4.75%-5%,这是过去两个月市场的终端利率预期。现在CME的观察预计5月大概率继续加息25bp,且有一半概率6月还会再加25bp,使得终端利率到5.25%-5.5%。修正了过去两个月对终端利率的预期,我觉得市场需要一定空间去适配这个修正。<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 从图上看很明显跌破了20日线,这周有可能反抽,但基于上述原因3月继续回调的概率较大,可能是2月cpi公布的前后?另外,CME观察仍然显示12月有可能降息25bp,我觉得这个预期早晚也是会修正的。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 㕛判断错误,以为会在205那个阻力回调,结果是回调了,只象征性小回调一下。于是我的主力仓位在200被sell call行权卖出了,原计划回调到165以内接回来,但由于上周表现太过于强势,我下了sp 165和sp 175,原因是手上筹码不够,愿意更高一点接回。面对TSLA这种趋势中过于强势的股票,不要担心卖飞,多一点耐心,今年一定有倒车接人的机会,3月1日的发布会之后,如果预期落地,会有更好的机会。我的愿意175先小接盘,165和150开始主力接盘。顺便","text":"复盘上周对cpi后的走势判断错了一半,为什么是一半?当时我说cpi之夜,大盘会冲高竭力然后回落。结果如图,cpi是14日周二,科技股周三还冲了一大波,周四出现回落,周五下跌留下缺口。上周下半场的回落主要来自继续加息预期的升温。之前说过,2月的25bp不重要,关键是3月,3月加息25bp也不重要,重要是对后面5月6月是否继续加息的预期,以及下半年不会降息的预期扭转。上周鹰王讲话非常有节奏地提高了期货市场对5月继续加息的预期。3月再加25bp,利率就到了4.75%-5%,这是过去两个月市场的终端利率预期。现在CME的观察预计5月大概率继续加息25bp,且有一半概率6月还会再加25bp,使得终端利率到5.25%-5.5%。修正了过去两个月对终端利率的预期,我觉得市场需要一定空间去适配这个修正。$标普500(.SPX)$ 从图上看很明显跌破了20日线,这周有可能反抽,但基于上述原因3月继续回调的概率较大,可能是2月cpi公布的前后?另外,CME观察仍然显示12月有可能降息25bp,我觉得这个预期早晚也是会修正的。$特斯拉(TSLA)$ 㕛判断错误,以为会在205那个阻力回调,结果是回调了,只象征性小回调一下。于是我的主力仓位在200被sell call行权卖出了,原计划回调到165以内接回来,但由于上周表现太过于强势,我下了sp 165和sp 175,原因是手上筹码不够,愿意更高一点接回。面对TSLA这种趋势中过于强势的股票,不要担心卖飞,多一点耐心,今年一定有倒车接人的机会,3月1日的发布会之后,如果预期落地,会有更好的机会。我的愿意175先小接盘,165和150开始主力接盘。顺便","images":[{"img":"https://static.tigerbbs.com/c2dd8655cb8352c174f4c77bece53b8d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ea483059fe18d0f92117ce04e3085943","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/5bc804fde1c66987a05a1e6c1868f894","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624007978","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624485773,"gmtCreate":1677648119292,"gmtModify":1677648120754,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624485773","repostId":"624966436","repostType":1,"repost":{"id":624966436,"gmtCreate":1677029882225,"gmtModify":1703729206460,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【2月22日】加息恐慌蔓延,美股重挫!今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月22日,加息乌云笼罩,隔夜美股重挫。港股低开,恒指跌0.08%,国指跌0.66%,恒生科技指数跌1%。盘面上,大型科技股全线下跌,京东、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超3%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 齐挫;汽车股均下跌,体育用品股、光伏股、餐饮股、濠赌股下跌明显。另一方面,银行股走强撑盘,汇丰控股绩后涨5.56%,药品股、啤酒股多数上涨。美股市场美股周二低开低走,三大指数集体收跌。道指下挫近700点,标普500指数失守4000点关口。美元走强、美债收益率攀升。投资者担心美联储继续加息并长期维持高利率政策将导致经济衰退。最新财报预示着消费者状况转差。截至收盘,纳斯达克指数跌2.5%,道琼斯指数跌2.06%,标普500指数跌2%。标普500指数与道指创去年12月15日以来最差单日表现,纳指连跌三日至1月30日来最低。大型科技股集体下跌,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超5%,<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 跌约3%,","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月22日,加息乌云笼罩,隔夜美股重挫。港股低开,恒指跌0.08%,国指跌0.66%,恒生科技指数跌1%。盘面上,大型科技股全线下跌,京东、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超3%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 齐挫;汽车股均下跌,体育用品股、光伏股、餐饮股、濠赌股下跌明显。另一方面,银行股走强撑盘,汇丰控股绩后涨5.56%,药品股、啤酒股多数上涨。美股市场美股周二低开低走,三大指数集体收跌。道指下挫近700点,标普500指数失守4000点关口。美元走强、美债收益率攀升。投资者担心美联储继续加息并长期维持高利率政策将导致经济衰退。最新财报预示着消费者状况转差。截至收盘,纳斯达克指数跌2.5%,道琼斯指数跌2.06%,标普500指数跌2%。标普500指数与道指创去年12月15日以来最差单日表现,纳指连跌三日至1月30日来最低。大型科技股集体下跌,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超5%,<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 跌约3%,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月22日,加息乌云笼罩,隔夜美股重挫。港股低开,恒指跌0.08%,国指跌0.66%,恒生科技指数跌1%。盘面上,大型科技股全线下跌,京东、$阿里巴巴-SW(09988)$ 跌超3%,$腾讯控股(00700)$ 、$网易-S(09999)$ 、$快手-W(01024)$ 、$美团-W(03690)$ 齐挫;汽车股均下跌,体育用品股、光伏股、餐饮股、濠赌股下跌明显。另一方面,银行股走强撑盘,汇丰控股绩后涨5.56%,药品股、啤酒股多数上涨。美股市场美股周二低开低走,三大指数集体收跌。道指下挫近700点,标普500指数失守4000点关口。美元走强、美债收益率攀升。投资者担心美联储继续加息并长期维持高利率政策将导致经济衰退。最新财报预示着消费者状况转差。截至收盘,纳斯达克指数跌2.5%,道琼斯指数跌2.06%,标普500指数跌2%。标普500指数与道指创去年12月15日以来最差单日表现,纳指连跌三日至1月30日来最低。大型科技股集体下跌,$特斯拉(TSLA)$ 跌超5%,$奈飞(NFLX)$ 跌约3%,","images":[{"img":"https://static.tigerbbs.com/f2fd7ebbf31e2a47135d8abe97327340","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624966436","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624485424,"gmtCreate":1677648112068,"gmtModify":1677648113692,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624485424","repostId":"624014560","repostType":1,"repost":{"id":624014560,"gmtCreate":1676943564950,"gmtModify":1703729206077,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【2月21日】美股休市,英国股市刷新历史新高!今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月21日讯,美股昨日休市,港股小幅低开,恒指跌0.13%,国指跌0.1%,恒生科技指数跌0.14%。盘面上,大型科技股涨跌参半,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、百度小幅上涨,京东、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 走低;昨日走强的内险股普跌,<a href=\"https://laohu8.com/S/00966\">$中国太平(00966)$</a> 跌2.5%,体育用品股、濠赌股走低。另一方面,证监会启动不动产私募投资基金试点,内房股涨幅居前,香港证监会计划允许散户交易大型加密货币,区块链概念股大涨,<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a> 涨近6%。联想集团跌1.4%。绿新亲水胶体涨近15%,昨日闪崩跌超70%,公告称不知悉下跌原因。美股市场2月20日因“华盛顿诞辰纪念日”美股休市一天欧股主要指数周一收盘涨跌不一,德国DAX30指数跌0.03%,英国富时100指数涨0.12%,法国CAC40指数跌0.16%,欧洲斯托克50指数跌0.09%。其中,英股抹平上周五回落的跌幅,刷新截至上周四连续四日所创的收盘历史高位,连续第三个交易日收于8000点上方。周一欧股盘中刷洗日高时,美国WTI原油涨至77.51美元,日内涨逾1.5%,布伦特原油涨至8","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月21日讯,美股昨日休市,港股小幅低开,恒指跌0.13%,国指跌0.1%,恒生科技指数跌0.14%。盘面上,大型科技股涨跌参半,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、百度小幅上涨,京东、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 走低;昨日走强的内险股普跌,<a href=\"https://laohu8.com/S/00966\">$中国太平(00966)$</a> 跌2.5%,体育用品股、濠赌股走低。另一方面,证监会启动不动产私募投资基金试点,内房股涨幅居前,香港证监会计划允许散户交易大型加密货币,区块链概念股大涨,<a href=\"https://laohu8.com/S/01357\">$美图公司(01357)$</a> 涨近6%。联想集团跌1.4%。绿新亲水胶体涨近15%,昨日闪崩跌超70%,公告称不知悉下跌原因。美股市场2月20日因“华盛顿诞辰纪念日”美股休市一天欧股主要指数周一收盘涨跌不一,德国DAX30指数跌0.03%,英国富时100指数涨0.12%,法国CAC40指数跌0.16%,欧洲斯托克50指数跌0.09%。其中,英股抹平上周五回落的跌幅,刷新截至上周四连续四日所创的收盘历史高位,连续第三个交易日收于8000点上方。周一欧股盘中刷洗日高时,美国WTI原油涨至77.51美元,日内涨逾1.5%,布伦特原油涨至8","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。港股市场2月21日讯,美股昨日休市,港股小幅低开,恒指跌0.13%,国指跌0.1%,恒生科技指数跌0.14%。盘面上,大型科技股涨跌参半,$小米集团-W(01810)$ 、$美团-W(03690)$ 、百度小幅上涨,京东、$腾讯控股(00700)$ 、$快手-W(01024)$ 走低;昨日走强的内险股普跌,$中国太平(00966)$ 跌2.5%,体育用品股、濠赌股走低。另一方面,证监会启动不动产私募投资基金试点,内房股涨幅居前,香港证监会计划允许散户交易大型加密货币,区块链概念股大涨,$美图公司(01357)$ 涨近6%。联想集团跌1.4%。绿新亲水胶体涨近15%,昨日闪崩跌超70%,公告称不知悉下跌原因。美股市场2月20日因“华盛顿诞辰纪念日”美股休市一天欧股主要指数周一收盘涨跌不一,德国DAX30指数跌0.03%,英国富时100指数涨0.12%,法国CAC40指数跌0.16%,欧洲斯托克50指数跌0.09%。其中,英股抹平上周五回落的跌幅,刷新截至上周四连续四日所创的收盘历史高位,连续第三个交易日收于8000点上方。周一欧股盘中刷洗日高时,美国WTI原油涨至77.51美元,日内涨逾1.5%,布伦特原油涨至8","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624014560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624579155,"gmtCreate":1677595044478,"gmtModify":1677595046079,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624579155","repostId":"624005705","repostType":1,"repost":{"id":624005705,"gmtCreate":1676894259307,"gmtModify":1676894277810,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"美元再度走强,美债继续攀升源自何故?","htmlText":"最近市场一直在反复博弈一个问题:衰退会不会到来?显然,上周公布的1月美国CPI和PPI双双超预期,也使得美债利率和美元明显走高。详细分析请点击《<a href=\"https://laohu8.com/TW/625663913\" target=\"_blank\">1月CPI为何会超预期了</a>》同时,其他但经济数据(如非农)继续保持保持强劲,市场也对美联储货币政策转向的预期开始逆转,目前市场已经隐含了美联储在未来数月内再次加息75个基点的情形,3月FOMC议息会议加息50个基点的可能性上升到了81.9%。综合来看,当前美联储收紧货币政策更多依靠加息,缩表速度相对此前开启QE时偏慢,导致流动性收紧不足。而财政支出力度并没有降低多少。美国流动性虽有所收紧,但与疫情前相比仍较宽松,这虽确实使政策收紧对经济的抑制较为温和,符合美联储在抑制通胀的同时也使经济能够软着陆的期望,但反过来也拖慢了通胀回落的速度.2023财年前四个月美国财政支出1.93万亿美元(历史新高),若以2019年同期作为基数来计算2020年1月起各月的年均增速,可以看到当前财政支出增速虽从前期高点回落,但仍高于疫情前平均水平。美国财政支出与财政收入对比1月ISM服务业PMI超预期抬升荣枯线上方(55.2 vs. 12月49.2),且新订单及商业活动修复明显。2 月密歇根消费者信心指数超预期走高至66.4(vs. 1月64.9),各个收入群体的消费信心在 11 月以来均有所改善。房利美购房者信心指数自去年11月以来的低点大幅反弹,建筑商调查数据也 12月起呈现修复迹象。1月非农新增就业51.7万人远超预期,创2022年7月以来最大增幅,休闲酒店、商业服务、零售等低端服务行业回升明显1月失业率回落至3.4%,创1969年以来新低;1月CPI同比回落幅度不及预期,整体同比6.4%,环比0.5%;1月零售消费环比超预期增长3","listText":"最近市场一直在反复博弈一个问题:衰退会不会到来?显然,上周公布的1月美国CPI和PPI双双超预期,也使得美债利率和美元明显走高。详细分析请点击《<a href=\"https://laohu8.com/TW/625663913\" target=\"_blank\">1月CPI为何会超预期了</a>》同时,其他但经济数据(如非农)继续保持保持强劲,市场也对美联储货币政策转向的预期开始逆转,目前市场已经隐含了美联储在未来数月内再次加息75个基点的情形,3月FOMC议息会议加息50个基点的可能性上升到了81.9%。综合来看,当前美联储收紧货币政策更多依靠加息,缩表速度相对此前开启QE时偏慢,导致流动性收紧不足。而财政支出力度并没有降低多少。美国流动性虽有所收紧,但与疫情前相比仍较宽松,这虽确实使政策收紧对经济的抑制较为温和,符合美联储在抑制通胀的同时也使经济能够软着陆的期望,但反过来也拖慢了通胀回落的速度.2023财年前四个月美国财政支出1.93万亿美元(历史新高),若以2019年同期作为基数来计算2020年1月起各月的年均增速,可以看到当前财政支出增速虽从前期高点回落,但仍高于疫情前平均水平。美国财政支出与财政收入对比1月ISM服务业PMI超预期抬升荣枯线上方(55.2 vs. 12月49.2),且新订单及商业活动修复明显。2 月密歇根消费者信心指数超预期走高至66.4(vs. 1月64.9),各个收入群体的消费信心在 11 月以来均有所改善。房利美购房者信心指数自去年11月以来的低点大幅反弹,建筑商调查数据也 12月起呈现修复迹象。1月非农新增就业51.7万人远超预期,创2022年7月以来最大增幅,休闲酒店、商业服务、零售等低端服务行业回升明显1月失业率回落至3.4%,创1969年以来新低;1月CPI同比回落幅度不及预期,整体同比6.4%,环比0.5%;1月零售消费环比超预期增长3","text":"最近市场一直在反复博弈一个问题:衰退会不会到来?显然,上周公布的1月美国CPI和PPI双双超预期,也使得美债利率和美元明显走高。详细分析请点击《1月CPI为何会超预期了》同时,其他但经济数据(如非农)继续保持保持强劲,市场也对美联储货币政策转向的预期开始逆转,目前市场已经隐含了美联储在未来数月内再次加息75个基点的情形,3月FOMC议息会议加息50个基点的可能性上升到了81.9%。综合来看,当前美联储收紧货币政策更多依靠加息,缩表速度相对此前开启QE时偏慢,导致流动性收紧不足。而财政支出力度并没有降低多少。美国流动性虽有所收紧,但与疫情前相比仍较宽松,这虽确实使政策收紧对经济的抑制较为温和,符合美联储在抑制通胀的同时也使经济能够软着陆的期望,但反过来也拖慢了通胀回落的速度.2023财年前四个月美国财政支出1.93万亿美元(历史新高),若以2019年同期作为基数来计算2020年1月起各月的年均增速,可以看到当前财政支出增速虽从前期高点回落,但仍高于疫情前平均水平。美国财政支出与财政收入对比1月ISM服务业PMI超预期抬升荣枯线上方(55.2 vs. 12月49.2),且新订单及商业活动修复明显。2 月密歇根消费者信心指数超预期走高至66.4(vs. 1月64.9),各个收入群体的消费信心在 11 月以来均有所改善。房利美购房者信心指数自去年11月以来的低点大幅反弹,建筑商调查数据也 12月起呈现修复迹象。1月非农新增就业51.7万人远超预期,创2022年7月以来最大增幅,休闲酒店、商业服务、零售等低端服务行业回升明显1月失业率回落至3.4%,创1969年以来新低;1月CPI同比回落幅度不及预期,整体同比6.4%,环比0.5%;1月零售消费环比超预期增长3","images":[{"img":"https://static.tigerbbs.com/8960b86907ea531ebfc869c1070ad909","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e73df9a36b2fd2fe8e45b7d9225cafe2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e31e4c12c5dd5337c8a0e8ec246f6ef7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624005705","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624579385,"gmtCreate":1677595021047,"gmtModify":1677595022428,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624579385","repostId":"624880702","repostType":1,"repost":{"id":624880702,"gmtCreate":1677228583206,"gmtModify":1677228650386,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"阿里巴巴23Q3财报分析:好过最慌时,恢复行径中","htmlText":"业绩回顾阿里巴巴公布 23财年Q3季度(截止22年12月31日)业绩,整体收入同比增长2.1%至2478亿元,与市场预期大致持平; 经调整EBITA同比增长16%至520亿元,高于市场预期13.3%;普通股东的净利润468.15亿元人民币(约合 67.88 亿美元);调整后每ADS收益19.26元人民币,均高于市场预期。其中,核心平台电商的表现较弱,阿里系的淘宝天猫的客户管理收入(CMR)同比下降9%,在线实物商品GMV同比录得中单位数下降。而本季度表现较强的是菜鸟、国际零售、盒马等自营业务高速增长,其中菜鸟的收入同比增长17%至230.23亿元,国际零售收入同比增长26%,盒马的增长接近20%。业绩简评核心零售表现疲软,竞争依然激烈,期待疫后恢复。Q3电商业务的疲软,主要由于需求、 疫情 以及供应链的扰动,曾经的摇钱树淘宝天猫出现了GMV下滑,变现能力下滑,作为公司主要的现金流来源,的确是对利润率、自由现金流都有很大的影响。当然,Q3(10-12月)的疫情影响带来的变量太大,先是10-11月因疫情反复的停工,后是因12月员工休假带来的停工,我们认为因此不太能作为线性对比的一个季度。倒是竞争对手对阿里的核心零售带来的长期压力更大一些。抖音的电商页面上线,短期内还不能构成用户习惯的迁移,但抖音想要做大成“超级App”的目标已经越来越明显。而拼多多和京东在差异化上的特点保持得越来越明显。预期上来看,23Q4(1-3月)虽然不是购物旺季,但是阿里强项的可选消费在开始恢复,而京东的“百亿补贴”的确加强了行业内卷,但更多的是短期的行为。虽然管理层预期Q4 GMV依然有中个位数的下滑,但是CMR在2023年全年有望恢复同比增长。非核心业务表现亮眼,更多业务自食其力,期待单独部分估值提升。阿里原本亏损的业务都要逐步的减亏甚至扭亏为盈,包括本地生活的社区团购、菜鸟物流、盒马商超、高鑫零售、","listText":"业绩回顾阿里巴巴公布 23财年Q3季度(截止22年12月31日)业绩,整体收入同比增长2.1%至2478亿元,与市场预期大致持平; 经调整EBITA同比增长16%至520亿元,高于市场预期13.3%;普通股东的净利润468.15亿元人民币(约合 67.88 亿美元);调整后每ADS收益19.26元人民币,均高于市场预期。其中,核心平台电商的表现较弱,阿里系的淘宝天猫的客户管理收入(CMR)同比下降9%,在线实物商品GMV同比录得中单位数下降。而本季度表现较强的是菜鸟、国际零售、盒马等自营业务高速增长,其中菜鸟的收入同比增长17%至230.23亿元,国际零售收入同比增长26%,盒马的增长接近20%。业绩简评核心零售表现疲软,竞争依然激烈,期待疫后恢复。Q3电商业务的疲软,主要由于需求、 疫情 以及供应链的扰动,曾经的摇钱树淘宝天猫出现了GMV下滑,变现能力下滑,作为公司主要的现金流来源,的确是对利润率、自由现金流都有很大的影响。当然,Q3(10-12月)的疫情影响带来的变量太大,先是10-11月因疫情反复的停工,后是因12月员工休假带来的停工,我们认为因此不太能作为线性对比的一个季度。倒是竞争对手对阿里的核心零售带来的长期压力更大一些。抖音的电商页面上线,短期内还不能构成用户习惯的迁移,但抖音想要做大成“超级App”的目标已经越来越明显。而拼多多和京东在差异化上的特点保持得越来越明显。预期上来看,23Q4(1-3月)虽然不是购物旺季,但是阿里强项的可选消费在开始恢复,而京东的“百亿补贴”的确加强了行业内卷,但更多的是短期的行为。虽然管理层预期Q4 GMV依然有中个位数的下滑,但是CMR在2023年全年有望恢复同比增长。非核心业务表现亮眼,更多业务自食其力,期待单独部分估值提升。阿里原本亏损的业务都要逐步的减亏甚至扭亏为盈,包括本地生活的社区团购、菜鸟物流、盒马商超、高鑫零售、","text":"业绩回顾阿里巴巴公布 23财年Q3季度(截止22年12月31日)业绩,整体收入同比增长2.1%至2478亿元,与市场预期大致持平; 经调整EBITA同比增长16%至520亿元,高于市场预期13.3%;普通股东的净利润468.15亿元人民币(约合 67.88 亿美元);调整后每ADS收益19.26元人民币,均高于市场预期。其中,核心平台电商的表现较弱,阿里系的淘宝天猫的客户管理收入(CMR)同比下降9%,在线实物商品GMV同比录得中单位数下降。而本季度表现较强的是菜鸟、国际零售、盒马等自营业务高速增长,其中菜鸟的收入同比增长17%至230.23亿元,国际零售收入同比增长26%,盒马的增长接近20%。业绩简评核心零售表现疲软,竞争依然激烈,期待疫后恢复。Q3电商业务的疲软,主要由于需求、 疫情 以及供应链的扰动,曾经的摇钱树淘宝天猫出现了GMV下滑,变现能力下滑,作为公司主要的现金流来源,的确是对利润率、自由现金流都有很大的影响。当然,Q3(10-12月)的疫情影响带来的变量太大,先是10-11月因疫情反复的停工,后是因12月员工休假带来的停工,我们认为因此不太能作为线性对比的一个季度。倒是竞争对手对阿里的核心零售带来的长期压力更大一些。抖音的电商页面上线,短期内还不能构成用户习惯的迁移,但抖音想要做大成“超级App”的目标已经越来越明显。而拼多多和京东在差异化上的特点保持得越来越明显。预期上来看,23Q4(1-3月)虽然不是购物旺季,但是阿里强项的可选消费在开始恢复,而京东的“百亿补贴”的确加强了行业内卷,但更多的是短期的行为。虽然管理层预期Q4 GMV依然有中个位数的下滑,但是CMR在2023年全年有望恢复同比增长。非核心业务表现亮眼,更多业务自食其力,期待单独部分估值提升。阿里原本亏损的业务都要逐步的减亏甚至扭亏为盈,包括本地生活的社区团购、菜鸟物流、盒马商超、高鑫零售、","images":[{"img":"https://static.tigerbbs.com/1783996c16bc6df15a9fac40d74618cc","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c8b27194f6797a449c581a56342c0dc5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/112d157cfa8c5300407f4df7a695fa01","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624880702","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624579920,"gmtCreate":1677595011261,"gmtModify":1677595012740,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624579920","repostId":"624384760","repostType":1,"repost":{"id":624384760,"gmtCreate":1677078916250,"gmtModify":1677078943143,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"市场大跌,机构站队,意想不到的期权策略!","htmlText":"不知道你们年初听没听过一种说法是,美股今年就算跌也不会跌太多,大约10%的震荡幅度。先开始我对这句话半信半疑,不过看了两个月的期权异动后感觉传闻不是空穴来风,从策略来看机构操作确实很保守,哪怕是昨晚大跌后。昨晚大跌原因,市场传闻是资深美联储报道记者Nick Timiraos在推特上爆料,暗示了美联储可能适合将通胀目标上调到什么水平。“克利夫兰联储的研究人员分析FOMC最新的经济展望。他们的模型预计,(美联储货币政策委员会)FOMC的失业率路径会让核心PCE通胀到2025年达到2.75%。”“要实现”2.1%的通胀预期,“一场严重的衰退是必要的”。面对意外带来的下跌,机构势必会有所动作,不过有两家公司的异动非常出乎意料<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的sell put:昨天京东和拼多多股价双双暴跌,拼多多开盘跌9.9%。京东的百亿补贴对拼多多宣战,高息时代市场可能对现金流比较敏感,所以对烧钱行为本能拒绝。跌加近期中概股颓势,另外美元反弹趋势,似乎拼多多继续回调在所难免。但期权异动却显示机构在疯狂“抄底“,开盘后便有人卖出6月16日到期的put,行权价是和开盘价持平的85美元,期权总成交额166万美元。<a target=\"_blank\" href=\"https://laohu8.com/OPT/PDD%2020230616%2085.0%20PUT\">$PDD%2020230616%2085.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/PDD 20230616 85.0 PUT\">$PDD 20230616 85.0 PUT$ </a>这行权价,这到期日,信息量是不是很大?信息量更大的是,盘中有一张总成交额为3654万的大单: ","listText":"不知道你们年初听没听过一种说法是,美股今年就算跌也不会跌太多,大约10%的震荡幅度。先开始我对这句话半信半疑,不过看了两个月的期权异动后感觉传闻不是空穴来风,从策略来看机构操作确实很保守,哪怕是昨晚大跌后。昨晚大跌原因,市场传闻是资深美联储报道记者Nick Timiraos在推特上爆料,暗示了美联储可能适合将通胀目标上调到什么水平。“克利夫兰联储的研究人员分析FOMC最新的经济展望。他们的模型预计,(美联储货币政策委员会)FOMC的失业率路径会让核心PCE通胀到2025年达到2.75%。”“要实现”2.1%的通胀预期,“一场严重的衰退是必要的”。面对意外带来的下跌,机构势必会有所动作,不过有两家公司的异动非常出乎意料<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的sell put:昨天京东和拼多多股价双双暴跌,拼多多开盘跌9.9%。京东的百亿补贴对拼多多宣战,高息时代市场可能对现金流比较敏感,所以对烧钱行为本能拒绝。跌加近期中概股颓势,另外美元反弹趋势,似乎拼多多继续回调在所难免。但期权异动却显示机构在疯狂“抄底“,开盘后便有人卖出6月16日到期的put,行权价是和开盘价持平的85美元,期权总成交额166万美元。<a target=\"_blank\" href=\"https://laohu8.com/OPT/PDD%2020230616%2085.0%20PUT\">$PDD%2020230616%2085.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/PDD 20230616 85.0 PUT\">$PDD 20230616 85.0 PUT$ </a>这行权价,这到期日,信息量是不是很大?信息量更大的是,盘中有一张总成交额为3654万的大单: ","text":"不知道你们年初听没听过一种说法是,美股今年就算跌也不会跌太多,大约10%的震荡幅度。先开始我对这句话半信半疑,不过看了两个月的期权异动后感觉传闻不是空穴来风,从策略来看机构操作确实很保守,哪怕是昨晚大跌后。昨晚大跌原因,市场传闻是资深美联储报道记者Nick Timiraos在推特上爆料,暗示了美联储可能适合将通胀目标上调到什么水平。“克利夫兰联储的研究人员分析FOMC最新的经济展望。他们的模型预计,(美联储货币政策委员会)FOMC的失业率路径会让核心PCE通胀到2025年达到2.75%。”“要实现”2.1%的通胀预期,“一场严重的衰退是必要的”。面对意外带来的下跌,机构势必会有所动作,不过有两家公司的异动非常出乎意料$拼多多(PDD)$ 的sell put:昨天京东和拼多多股价双双暴跌,拼多多开盘跌9.9%。京东的百亿补贴对拼多多宣战,高息时代市场可能对现金流比较敏感,所以对烧钱行为本能拒绝。跌加近期中概股颓势,另外美元反弹趋势,似乎拼多多继续回调在所难免。但期权异动却显示机构在疯狂“抄底“,开盘后便有人卖出6月16日到期的put,行权价是和开盘价持平的85美元,期权总成交额166万美元。$PDD%2020230616%2085.0%20PUT$ $PDD 20230616 85.0 PUT$ 这行权价,这到期日,信息量是不是很大?信息量更大的是,盘中有一张总成交额为3654万的大单:","images":[{"img":"https://static.tigerbbs.com/f46105b56e488c399a77ea726aaff0e9","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/31e96eea80c86460475a4d051fae12db","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/337084d803a04fe419e5712ae2698efe","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624384760","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}