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YJ_4087

YJ_4087

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2021-12-10

ASML 加油

Nokia, ASML Holding are Morgan Stanley's top picks for 2022

2021-12-08

good👍🏻

外媒头条：市值突破2.8万亿！苹果股价创历史新高

2021-11-23

$飞利浦(PHG)$这家公司最近怎么了

2021-11-05

$苹果(AAPL)$别人都涨疯了，大盘也涨，你咋还掉了呐 [疑问] [疑问]

2021-09-30

$拉姆研究(LRCX)$到底了吧

2021-09-22

$苹果(AAPL)$是开始反弹吗？好好

2021-09-11

相信苹果会很快反弹回来

【异动】苹果直线跳水，苹果APP Store支付政策在美国败诉

2021-09-07

请教各位大神推荐一些有潜力汽车股研究研究

2021-09-03

$英特尔(INTC)$太弱了吧，其他半导体都在涨，就你不动，表现最差的半导体股票了吧...

2021-08-31

瑞银将应用材料(AMAT.O)目标价从140美元上调至150美元，继续保持上涨势头[财迷]

2021-08-25

涨的真快，很快就回到之前的水平

2021-08-20

$通用汽车(GM)$太让我失望了，一直掉，一直掉...

2021-08-18

涨得很快[强] [强] [强]

2021-08-17

$通用汽车(GM)$怎么回事，一直往下掉啊[疑问] [疑问]

2021-08-15

后面会涨吧

2021-08-15

$苹果(AAPL)$加油

2021-08-13

$苹果(AAPL)$继续加油

2021-08-10

$苹果(AAPL)$继续往上

2021-08-10

Intel 加油！[强]

抱歉，原内容已删除

2021-08-10

$通用汽车(GM)$向上啊

去老虎APP查看更多动态

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加油","listText":"ASML 加油","text":"ASML 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605094147","repostId":"1197261333","repostType":2,"repost":{"id":"1197261333","kind":"news","pubTimestamp":1639034896,"share":"https://www.laohu8.com/m/news/1197261333?lang=&edition=full","pubTime":"2021-12-09 15:28","market":"us","language":"en","title":"Nokia, ASML Holding are Morgan Stanley's top picks for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197261333","media":"seekingalpha","summary":"Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semicondu","content":"<p>Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML benefiting from the chip shortage.</p>\n<p>Nokia (NOK) shares were not active in early Wednesday trade, while ASML Holding (ASML)tacked on 0.4%&nbsp;to&nbsp;$809. Nokia shares have&nbsp;gained more than 50% year-to-date, while ASML is&nbsp;up more than 60% year-to-date.</p>\n<p>Analyst Dominik Olszewski said Nokia (NOK) shares are likely to benefit as the company continues to improve its margins, continued momentum in network infrastructure spending and a \"simpler play on continued 5G spending.\"</p>\n<p>ASML (ASML) could generate $34.05 billion in revenue, or 30.2 billion euros, next year, with the potential to have as much $36.08 billion, or 32 billion euros, as the European Union continues to build out its 5G networks.</p>\n<p>Separately, Olszewski downgraded Infineon Technologies(OTCQX:IFNNY)and STMicroelectronics(NYSE:STM)to equal-weight as he believes there is \"reduced scope\" for outperformance, citing the challenging backdrop for automotive chips.</p>\n<p>Last month,&nbsp;Nokia (NOK) signed an agreement with Ooredoo Group to bring multiple technologies and services, including 5G, to customers in Middle East, North Africa and South-east Asia as part of amulti-country, five-year deal.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nNokia, ASML Holding are Morgan Stanley's top picks for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML ...</p>\n\n<a href=\"https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚","ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1197261333","content_text":"Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML benefiting from the chip shortage.\nNokia (NOK) shares were not active in early Wednesday trade, while ASML Holding (ASML)tacked on 0.4% to $809. Nokia shares have gained more than 50% year-to-date, while ASML is up more than 60% year-to-date.\nAnalyst Dominik Olszewski said Nokia (NOK) shares are likely to benefit as the company continues to improve its margins, continued momentum in network infrastructure spending and a \"simpler play on continued 5G spending.\"\nASML (ASML) could generate $34.05 billion in revenue, or 30.2 billion euros, next year, with the potential to have as much $36.08 billion, or 32 billion euros, as the European Union continues to build out its 5G networks.\nSeparately, Olszewski downgraded Infineon Technologies(OTCQX:IFNNY)and STMicroelectronics(NYSE:STM)to equal-weight as he believes there is \"reduced scope\" for outperformance, citing the challenging backdrop for automotive chips.\nLast month, Nokia (NOK) signed an agreement with Ooredoo Group to bring multiple technologies and services, including 5G, to customers in Middle East, North Africa and South-east Asia as part of amulti-country, five-year deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606491155,"gmtCreate":1638917511973,"gmtModify":1638917511973,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570520087211825","idStr":"3570520087211825"},"themes":[],"htmlText":"good👍🏻","listText":"good👍🏻","text":"good👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606491155","repostId":"2189674656","repostType":2,"repost":{"id":"2189674656","kind":"highlight","pubTimestamp":1638913113,"share":"https://www.laohu8.com/m/news/2189674656?lang=&edition=full","pubTime":"2021-12-08 05:38","market":"sh","language":"zh","title":"外媒头条：市值突破2.8万亿！苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2189674656","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业高管对通胀表示担忧 美联储加速taper压力走升</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b>\n</blockquote>\n<blockquote>\n <b>3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b>\n</blockquote>\n<blockquote>\n <b>4、洛杉矶港负责人预计供应链压力将至少持续到2022年底</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目标股价 虚拟现实和自动驾驶带来定心丸</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：2022年还是没有竞争对手能接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/957093fa98ee4fc8902a5e175f716ee4\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon</p>\n<p><b>美国银行业高管对通胀表示担忧 美联储加速taper压力走升</b></p>\n<p>美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。</p>\n<p>国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。</p>\n<p>Scharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。</p>\n<p>“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”</p>\n<p>高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。</p>\n<p>“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”</p>\n<p><img src=\"https://static.tigerbbs.com/7062bc67610ed5943cf066b86184f347\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b></p>\n<p>辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。</p>\n<p>“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”</p>\n<p>白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。</p>\n<p>但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。</p>\n<p>Bourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。</p>\n<p><img src=\"https://static.tigerbbs.com/0c207190bfaf3a8b77628b4e5446b844\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b></p>\n<p>原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。</p>\n<p>萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。</p>\n<p>“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。</p>\n<p>现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/108a3efaf5329348e69baeb5176e19a7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>洛杉矶港负责人预计供应链压力将至少持续到2022年底</b></p>\n<p>美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。</p>\n<p>“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。</p>\n<p>他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”</p>\n<p>尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。</p>\n<p><img src=\"https://static.tigerbbs.com/2025db280eca055dcb41e78980b20830\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸</b></p>\n<p>苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。</p>\n<p>分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。</p>\n<p>鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。</p>\n<p>“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”</p>\n<p><img src=\"https://static.tigerbbs.com/23918877a718c21a289d07e4fd590415\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>瑞银：2022年还是没有竞争对手能接近特斯拉</b></p>\n<p>瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。</p>\n<p>瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”</p>\n<p>为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。</p>\n<p>瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。</p>\n<p>但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”</p>","source":"XLCJ","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>外媒头条：市值突破2.8万亿！苹果股价创历史新高</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{ 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}\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外媒头条：市值突破2.8万亿！苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","GS":"高盛","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","BK4555":"新能源车","DJX":"1/100道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","SQQQ":"纳指三倍做空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","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","BK4527":"明星科技股","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF",".SPX":"S&P 500 Index","UBS":"瑞银","BK4118":"综合性资本市场","BK4551":"寇图资本持仓","OEX":"标普100","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","BK4099":"汽车制造商","DDM":"道指两倍做多ETF","TSLA":"特斯拉","SH":"标普500反向ETF","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","PSQ":"纳指反向ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189674656","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n\n6、瑞银：2022年还是没有竞争对手能接近特斯拉\n\n高盛首席执行官David Solomon\n美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。\n富国银行首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。\n国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。\nScharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。\n“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”\n高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。\n“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”\n\n辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。\n“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”\n白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。\n但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。\nBourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。\n\n美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。\n萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。\n“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。\n现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。\n\n洛杉矶港负责人预计供应链压力将至少持续到2022年底\n美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。\n“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。\n他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”\n尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。\n\n摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。\n分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。\n鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。\n“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”\n\n瑞银：2022年还是没有竞争对手能接近特斯拉\n瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。\n瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”\n为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。\n瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及通用汽车等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。\n但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875340266,"gmtCreate":1637619608654,"gmtModify":1637619608654,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570520087211825","idStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PHG\">$飞利浦(PHG)$</a>这家公司最近怎么了","listText":"<a 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[疑问]","images":[{"img":"https://static.tigerbbs.com/6ee845c3b9a4aacd2fe093aea9237796","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/846109599","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865326265,"gmtCreate":1632956126486,"gmtModify":1632956126594,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570520087211825","idStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a>到底了吧","listText":"<a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a>到底了吧","text":"$拉姆研究(LRCX)$到底了吧","images":[{"img":"https://static.tigerbbs.com/38ed01384046d6608fd3e56f1e114a2e","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/865326265","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":869713221,"gmtCreate":1632321482663,"gmtModify":1632801237739,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570520087211825","idStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>是开始反弹吗？ 好 好","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>是开始反弹吗？ 好 好","text":"$苹果(AAPL)$是开始反弹吗？ 好 好","images":[{"img":"https://static.tigerbbs.com/9e36a151ebfc7ff466b331e51a352067","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869713221","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":881138718,"gmtCreate":1631315586634,"gmtModify":1631883964325,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570520087211825","idStr":"3570520087211825"},"themes":[],"htmlText":"相信苹果会很快反弹回来","listText":"相信苹果会很快反弹回来","text":"相信苹果会很快反弹回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881138718","repostId":"1168000547","repostType":2,"repost":{"id":"1168000547","kind":"news","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":1631287565,"share":"https://www.laohu8.com/m/news/1168000547?lang=&edition=full","pubTime":"2021-09-10 23:26","market":"us","language":"zh","title":"【异动】苹果直线跳水，苹果APP Store支付政策在美国败诉","url":"https://stock-news.laohu8.com/highlight/detail?id=1168000547","media":"老虎资讯综合","summary":"9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。\n美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原","content":"<p>9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。</p>\n<p>美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原告Epic针对苹果公司支付渠道发出的禁令、勒令苹果允许APP开发商引导APP买家通过第三方支付平台付费，同时要求原告Epic向苹果支付至少400万美元损失。</p>\n<p>社交游戏供应商Zynga股价上涨5.5%，Roblox、Match、（音乐流媒体平台）Spotify股价短线拉升。<img src=\"https://static.tigerbbs.com/0bdba848612b63e804d751666b34bf84\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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\" 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23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。</p>\n<p>美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原告Epic针对苹果公司支付渠道发出的禁令、勒令苹果允许APP开发商引导APP买家通过第三方支付平台付费，同时要求原告Epic向苹果支付至少400万美元损失。</p>\n<p>社交游戏供应商Zynga股价上涨5.5%，Roblox、Match、（音乐流媒体平台）Spotify股价短线拉升。<img src=\"https://static.tigerbbs.com/0bdba848612b63e804d751666b34bf84\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168000547","content_text":"9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。\n美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP 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23:26","market":"us","language":"zh","title":"【异动】苹果直线跳水，苹果APP Store支付政策在美国败诉","url":"https://stock-news.laohu8.com/highlight/detail?id=1168000547","media":"老虎资讯综合","summary":"9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。\n美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原","content":"<p>9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。</p>\n<p>美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原告Epic针对苹果公司支付渠道发出的禁令、勒令苹果允许APP开发商引导APP买家通过第三方支付平台付费，同时要求原告Epic向苹果支付至少400万美元损失。</p>\n<p>社交游戏供应商Zynga股价上涨5.5%，Roblox、Match、（音乐流媒体平台）Spotify股价短线拉升。<img src=\"https://static.tigerbbs.com/0bdba848612b63e804d751666b34bf84\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】苹果直线跳水，苹果APP Store支付政策在美国败诉</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{ 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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【异动】苹果直线跳水，苹果APP Store支付政策在美国败诉\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\">2021-09-10 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。</p>\n<p>美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原告Epic针对苹果公司支付渠道发出的禁令、勒令苹果允许APP开发商引导APP买家通过第三方支付平台付费，同时要求原告Epic向苹果支付至少400万美元损失。</p>\n<p>社交游戏供应商Zynga股价上涨5.5%，Roblox、Match、（音乐流媒体平台）Spotify股价短线拉升。<img src=\"https://static.tigerbbs.com/0bdba848612b63e804d751666b34bf84\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168000547","content_text":"9月10日，苹果直线走低，现跌1.5%，消息称美国法官就Epic Games对苹果公司反垄断诉讼作出裁决。\n美国法官宣判苹果公司与Epic反垄断案件，作出对苹果APP Store不利的判决，法官批准原告Epic针对苹果公司支付渠道发出的禁令、勒令苹果允许APP开发商引导APP买家通过第三方支付平台付费，同时要求原告Epic向苹果支付至少400万美元损失。\n社交游戏供应商Zynga股价上涨5.5%，Roblox、Match、（音乐流媒体平台）Spotify股价短线拉升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469496862271428","authorId":"3469496862271428","name":"NJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3469496862271428","authorIdStr":"3469496862271428"},"content":"新机发布的利好已经结束了，这时进场就是给机构抬轿子。","text":"新机发布的利好已经结束了，这时进场就是给机构抬轿子。","html":"新机发布的利好已经结束了，这时进场就是给机构抬轿子。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846109599,"gmtCreate":1636065275067,"gmtModify":1636065275245,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>别人都涨疯了，大盘也涨，你咋还掉了呐&nbsp;[疑问]&nbsp;[疑问]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>别人都涨疯了，大盘也涨，你咋还掉了呐&nbsp;[疑问]&nbsp;[疑问]&nbsp;","text":"$苹果(AAPL)$别人都涨疯了，大盘也涨，你咋还掉了呐 [疑问] [疑问]","images":[{"img":"https://static.tigerbbs.com/6ee845c3b9a4aacd2fe093aea9237796","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/846109599","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":869713221,"gmtCreate":1632321482663,"gmtModify":1632801237739,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>是开始反弹吗？ 好 好","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>是开始反弹吗？ 好 好","text":"$苹果(AAPL)$是开始反弹吗？ 好 好","images":[{"img":"https://static.tigerbbs.com/9e36a151ebfc7ff466b331e51a352067","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869713221","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":815648730,"gmtCreate":1630677683120,"gmtModify":1631885478643,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>太弱了吧，其他半导体都在涨，就你不动，表现最差的半导体股票了吧...","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>太弱了吧，其他半导体都在涨，就你不动，表现最差的半导体股票了吧...","text":"$英特尔(INTC)$太弱了吧，其他半导体都在涨，就你不动，表现最差的半导体股票了吧...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815648730","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896705644,"gmtCreate":1628603990888,"gmtModify":1631885479082,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"Intel 加油！[强]&nbsp;","listText":"Intel 加油！[强]&nbsp;","text":"Intel 加油！[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896705644","repostId":"1167003752","repostType":2,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605094147,"gmtCreate":1639091218874,"gmtModify":1639091218979,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"ASML 加油","listText":"ASML 加油","text":"ASML 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605094147","repostId":"1197261333","repostType":2,"repost":{"id":"1197261333","kind":"news","pubTimestamp":1639034896,"share":"https://www.laohu8.com/m/news/1197261333?lang=&edition=full","pubTime":"2021-12-09 15:28","market":"us","language":"en","title":"Nokia, ASML Holding are Morgan Stanley's top picks for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1197261333","media":"seekingalpha","summary":"Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semicondu","content":"<p>Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML benefiting from the chip shortage.</p>\n<p>Nokia (NOK) shares were not active in early Wednesday trade, while ASML Holding (ASML)tacked on 0.4%&nbsp;to&nbsp;$809. Nokia shares have&nbsp;gained more than 50% year-to-date, while ASML is&nbsp;up more than 60% year-to-date.</p>\n<p>Analyst Dominik Olszewski said Nokia (NOK) shares are likely to benefit as the company continues to improve its margins, continued momentum in network infrastructure spending and a \"simpler play on continued 5G spending.\"</p>\n<p>ASML (ASML) could generate $34.05 billion in revenue, or 30.2 billion euros, next year, with the potential to have as much $36.08 billion, or 32 billion euros, as the European Union continues to build out its 5G networks.</p>\n<p>Separately, Olszewski downgraded Infineon Technologies(OTCQX:IFNNY)and STMicroelectronics(NYSE:STM)to equal-weight as he believes there is \"reduced scope\" for outperformance, citing the challenging backdrop for automotive chips.</p>\n<p>Last month,&nbsp;Nokia (NOK) signed an agreement with Ooredoo Group to bring multiple technologies and services, including 5G, to customers in Middle East, North Africa and South-east Asia as part of amulti-country, five-year deal.</p>","source":"seekingalpha","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>Nokia, ASML Holding are Morgan Stanley's top picks for 2022</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; 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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\">\nNokia, ASML Holding are Morgan Stanley's top picks for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 15:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML ...</p>\n\n<a href=\"https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚","ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/news/3778180-nokia-asml-holding-are-morgan-stanleys-top-picks-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1197261333","content_text":"Nokia(NYSE:NOK)and ASML Holding(NASDAQ:ASML)are Morgan Stanley's top picks in the European semiconductor and tech hardware spaces, going into 2022, citing Nokia's continued recovery and ASML benefiting from the chip shortage.\nNokia (NOK) shares were not active in early Wednesday trade, while ASML Holding (ASML)tacked on 0.4% to $809. Nokia shares have gained more than 50% year-to-date, while ASML is up more than 60% year-to-date.\nAnalyst Dominik Olszewski said Nokia (NOK) shares are likely to benefit as the company continues to improve its margins, continued momentum in network infrastructure spending and a \"simpler play on continued 5G spending.\"\nASML (ASML) could generate $34.05 billion in revenue, or 30.2 billion euros, next year, with the potential to have as much $36.08 billion, or 32 billion euros, as the European Union continues to build out its 5G networks.\nSeparately, Olszewski downgraded Infineon Technologies(OTCQX:IFNNY)and STMicroelectronics(NYSE:STM)to equal-weight as he believes there is \"reduced scope\" for outperformance, citing the challenging backdrop for automotive chips.\nLast month, Nokia (NOK) signed an agreement with Ooredoo Group to bring multiple technologies and services, including 5G, to customers in Middle East, North Africa and South-east Asia as part of amulti-country, five-year deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606491155,"gmtCreate":1638917511973,"gmtModify":1638917511973,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"good👍🏻","listText":"good👍🏻","text":"good👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606491155","repostId":"2189674656","repostType":2,"repost":{"id":"2189674656","kind":"highlight","pubTimestamp":1638913113,"share":"https://www.laohu8.com/m/news/2189674656?lang=&edition=full","pubTime":"2021-12-08 05:38","market":"sh","language":"zh","title":"外媒头条：市值突破2.8万亿！苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2189674656","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业高管对通胀表示担忧 美联储加速taper压力走升</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b>\n</blockquote>\n<blockquote>\n <b>3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b>\n</blockquote>\n<blockquote>\n <b>4、洛杉矶港负责人预计供应链压力将至少持续到2022年底</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目标股价 虚拟现实和自动驾驶带来定心丸</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：2022年还是没有竞争对手能接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/957093fa98ee4fc8902a5e175f716ee4\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon</p>\n<p><b>美国银行业高管对通胀表示担忧 美联储加速taper压力走升</b></p>\n<p>美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。</p>\n<p>国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。</p>\n<p>Scharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。</p>\n<p>“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”</p>\n<p>高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。</p>\n<p>“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”</p>\n<p><img src=\"https://static.tigerbbs.com/7062bc67610ed5943cf066b86184f347\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b></p>\n<p>辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。</p>\n<p>“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”</p>\n<p>白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。</p>\n<p>但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。</p>\n<p>Bourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。</p>\n<p><img src=\"https://static.tigerbbs.com/0c207190bfaf3a8b77628b4e5446b844\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b></p>\n<p>原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。</p>\n<p>萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。</p>\n<p>“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。</p>\n<p>现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/108a3efaf5329348e69baeb5176e19a7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>洛杉矶港负责人预计供应链压力将至少持续到2022年底</b></p>\n<p>美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。</p>\n<p>“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。</p>\n<p>他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”</p>\n<p>尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。</p>\n<p><img src=\"https://static.tigerbbs.com/2025db280eca055dcb41e78980b20830\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸</b></p>\n<p>苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。</p>\n<p>分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。</p>\n<p>鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。</p>\n<p>“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”</p>\n<p><img src=\"https://static.tigerbbs.com/23918877a718c21a289d07e4fd590415\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>瑞银：2022年还是没有竞争对手能接近特斯拉</b></p>\n<p>瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。</p>\n<p>瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”</p>\n<p>为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。</p>\n<p>瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。</p>\n<p>但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”</p>","source":"XLCJ","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>外媒头条：市值突破2.8万亿！苹果股价创历史新高</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{ 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}\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外媒头条：市值突破2.8万亿！苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","GS":"高盛","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","BK4555":"新能源车","DJX":"1/100道琼斯","BK4533":"AQR资本管理(全球第二大对冲基金)","SQQQ":"纳指三倍做空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","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","BK4527":"明星科技股","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF",".SPX":"S&P 500 Index","UBS":"瑞银","BK4118":"综合性资本市场","BK4551":"寇图资本持仓","OEX":"标普100","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","BK4099":"汽车制造商","DDM":"道指两倍做多ETF","TSLA":"特斯拉","SH":"标普500反向ETF","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","PSQ":"纳指反向ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189674656","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n\n6、瑞银：2022年还是没有竞争对手能接近特斯拉\n\n高盛首席执行官David Solomon\n美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。\n富国银行首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。\n国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。\nScharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。\n“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”\n高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。\n“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”\n\n辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。\n“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”\n白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。\n但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。\nBourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。\n\n美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。\n萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。\n“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。\n现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。\n\n洛杉矶港负责人预计供应链压力将至少持续到2022年底\n美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。\n“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。\n他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”\n尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。\n\n摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。\n分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。\n鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。\n“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”\n\n瑞银：2022年还是没有竞争对手能接近特斯拉\n瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。\n瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”\n为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。\n瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及通用汽车等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。\n但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896796374,"gmtCreate":1628604299198,"gmtModify":1633745797847,"author":{"id":"3570520087211825","authorId":"3570520087211825","name":"YJ_4087","avatar":"https://static.tigerbbs.com/c19a01db042212d1486686a305a7ddc8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570520087211825","authorIdStr":"3570520087211825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>继续往上","listText":"<a 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