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经常被切韭菜

经常被切韭菜

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经常被切韭菜

2023-09-21

牛B该跑了

华泰证券：维持小鹏汽车-W(09868)“买入”评级目标价97.78港元

经常被切韭菜

2023-07-11

$纳斯达克(.IXIC)$ 加息影响涨幅

经常被切韭菜

2023-07-06

$小鹏汽车(XPEV)$ 上咸鱼看看吧，就知道G6为什么卖得好

经常被切韭菜

2023-02-23

$纳斯达克(.IXIC)$ 大家好

经常被切韭菜

2023-02-09

说说你对这篇新闻的看法...

大行评级 | 麦格理：抖音进军本地服务业务令竞争加剧美团-W(3690.HK)处守势

经常被切韭菜

2022-11-01

$小鹏汽车(XPEV)$慎重购买小鹏汽车。

经常被切韭菜

2022-10-13

$小鹏汽车(XPEV)$洗洗睡了吧，小鹏汽车没有核心技术，纯粹的组装厂而已

经常被切韭菜

2022-10-05

$小鹏汽车(XPEV)$何小鹏不懂营销，看看理想L9直接对标GLS和X7，相比之下就有性价比了，G9如何比卡宴？看看选装多丰富，定位糊涂，看来倒闭是必然的了，理工男不适合做老板，只适合去打工。

经常被切韭菜

2022-10-05

$小鹏汽车(XPEV)$请问这公司出了什么大问题？天天跌？别人上他跌，别人跌他狂跌

经常被切韭菜

2022-10-04

$小鹏汽车(XPEV)$抛吧，它不值那么高的市值，新势力第一家给淘汰的是小鹏

经常被切韭菜

2022-09-30

$小鹏汽车(XPEV)$小鹏汽车定位模糊，配置选装混乱，反应了市场营销能力极其低下，从发布到销售时间过长，效率极低，在新势力中绝对是第一个退出市场。

经常被切韭菜

2022-08-03

$小鹏汽车(XPEV)$小鹏汽车的研究走错方向，一味投入未来不一定盈利的科技中，而不考虑当前的客户需求，拱手将市场让给其他新势力，让懂客户需求的汽车公司霸占了位置。证明何小鹏空有梦想脱离现实，不切实际。沽空此股是正确的，再过一两年就会消失茫茫历史的长河中。

经常被切韭菜

2022-07-18

$小鹏汽车(XPEV)$理想L9出问题，小鹏汽车代理想跌

经常被切韭菜

2021-05-17

明目张胆的操控啊，这美国证监会就不管一下吗？

马斯克表示：在理想情况下，狗狗币可将区块时间加快10倍

经常被切韭菜

2021-05-13

4月非农数据大幅下滑而cpi 涨幅惊人，美国人都在家拿援助那么开心，干嘛还去工作呢？那不去工作谁来生产啊？供需不平衡导致物价上涨这不是很正常吗？还有你看看人民币兑美元汇率，货物能不贵吗？而贸易逆差继续增长，还有之前特朗普加的税，都是美国人民在埋单，你没看最近新闻中美贸易要开谈了吗？证明拜登已经意识到问题所在，只要解决贸易战，增加人民工作，CPI就要下降了，要不再把美元回流提高利率CPI也能下降啊。

抱歉，原内容已删除

经常被切韭菜

2021-04-06

7nm太遥远了

2200万留下国宝级人才，中芯国际迎来出头之日，7nm芯片不再遥远

经常被切韭菜

2021-02-12

你发这个降级评价是想17元买这股吗？才不让你买呢

法巴：中芯(0981.HK)已被市场高估维持“减持”评级

去老虎APP查看更多动态

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href=http://www.zhitongcaijing.com/content/detail/997787.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，华泰证券发布研究报告称，维持小鹏汽车-W(09868)“买入”评级，预计情景一，MONA带来2024和2025年销量分别增加5和10万辆，对应2024年收入分别为822和1159亿元，并以此为基准，予目标价97.78港元。报告中称，小鹏G92024款性价比提升。新车推5款配置，售价达26.39至35.99万元人民币(下同)，起售价下探至26万元级别。另指小鹏与滴滴达成战略合作，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/997787.html\">Web 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加息影响涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196805006708872","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484728490278611","authorId":"3484728490278611","name":"甜淳沿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3484728490278611","idStr":"3484728490278611"},"content":"市场在等待CPI数据选择方向而已","text":"市场在等待CPI数据选择方向而已","html":"市场在等待CPI数据选择方向而已"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195041298317352,"gmtCreate":1688650410429,"gmtModify":1688650411587,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级 | 麦格理：抖音进军本地服务业务令竞争加剧 美团-W(3690.HK)处守势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 13:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-02-08/doc-imyeyhrw3158763.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇2月8日丨麦格理发表研究报告指，市场似乎担心抖音进军本地服务业务令竞争加剧，令美团-W(03690.HK)的市场份额前景处守势，惟该行认为，本地服务业的市场渗透率仍然很低，对于多个参与者而言，仍有足够的扩张空间。但相比品牌而言，零售盈利能力较弱，故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元，评级为“跑赢大市”。\n\n\n海量资讯、精准解读，尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-02-08/doc-imyeyhrw3158763.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03690":"美团-W"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-02-08/doc-imyeyhrw3158763.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2309569301","content_text":"格隆汇2月8日丨麦格理发表研究报告指，市场似乎担心抖音进军本地服务业务令竞争加剧，令美团-W(03690.HK)的市场份额前景处守势，惟该行认为，本地服务业的市场渗透率仍然很低，对于多个参与者而言，仍有足够的扩张空间。但相比品牌而言，零售盈利能力较弱，故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元，评级为“跑赢大市”。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665265032,"gmtCreate":1667311742226,"gmtModify":1667311743175,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>理想L9出问题，小鹏汽车代理想跌","text":"$小鹏汽车(XPEV)$理想L9出问题，小鹏汽车代理想跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/686379663","isVote":1,"tweetType":1,"viewCount":10575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558664843973026","authorId":"3558664843973026","name":"石门","avatar":"https://static.tigerbbs.com/6b95948a0b0de83b582e6d2801a0bea9","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3558664843973026","idStr":"3558664843973026"},"content":"理想被黑的越狠涨的越猛，拜托大家使劲黑，我的L9就有了。","text":"理想被黑的越狠涨的越猛，拜托大家使劲黑，我的L9就有了。","html":"理想被黑的越狠涨的越猛，拜托大家使劲黑，我的L9就有了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192206774,"gmtCreate":1621209729898,"gmtModify":1621209729898,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"明目张胆的操控啊，这美国证监会就不管一下吗？","listText":"明目张胆的操控啊，这美国证监会就不管一下吗？","text":"明目张胆的操控啊，这美国证监会就不管一下吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192206774","repostId":"1182116766","repostType":4,"repost":{"id":"1182116766","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":1621128722,"share":"https://www.laohu8.com/m/news/1182116766?lang=&edition=full","pubTime":"2021-05-16 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示，在理想情况下，狗狗币可将区块时间加快10倍，将区块大小增加10倍，并将费用降低100倍，从而可以轻而易举的获胜。</p><p>狗狗币短线走高，重回0.54美元/枚上方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae09aeb718ecfeb44eda599f34a7a54","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182116766","content_text":"特斯拉CEO埃隆·马斯克表示，在理想情况下，狗狗币可将区块时间加快10倍，将区块大小增加10倍，并将费用降低100倍，从而可以轻而易举的获胜。狗狗币短线走高，重回0.54美元/枚上方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198074212,"gmtCreate":1620916229036,"gmtModify":1620916229036,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"4月非农数据大幅下滑而cpi 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涨幅惊人，美国人都在家拿援助那么开心，干嘛还去工作呢？那不去工作谁来生产啊？供需不平衡导致物价上涨这不是很正常吗？还有你看看人民币兑美元汇率，货物能不贵吗？而贸易逆差继续增长，还有之前特朗普加的税，都是美国人民在埋单，你没看最近新闻中美贸易要开谈了吗？证明拜登已经意识到问题所在，只要解决贸易战，增加人民工作，CPI就要下降了，要不再把美元回流提高利率CPI也能下降啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198074212","repostId":"1129245857","repostType":4,"isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520924686142735","authorId":"3520924686142735","name":"或白","avatar":"https://static.tigerbbs.com/783195a87794184cb529969f595d3aaf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3520924686142735","idStr":"3520924686142735"},"content":"特朗普是要美国制造业回流，增加就业机会，","text":"特朗普是要美国制造业回流，增加就业机会，","html":"特朗普是要美国制造业回流，增加就业机会，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343618238,"gmtCreate":1617712469324,"gmtModify":1617712469324,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"7nm太遥远了","listText":"7nm太遥远了","text":"7nm太遥远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343618238","repostId":"2125879251","repostType":2,"repost":{"id":"2125879251","pubTimestamp":1617711520,"share":"https://www.laohu8.com/m/news/2125879251?lang=&edition=full","pubTime":"2021-04-06 20:18","market":"hk","language":"zh","title":"2200万留下国宝级人才，中芯国际迎来出头之日，7nm芯片不再遥远","url":"https://stock-news.laohu8.com/highlight/detail?id=2125879251","media":"腾讯新闻","summary":"2020年，中芯国际的一场离职事件可谓是惊动了整个业界。事发之后，业内外都以为，中芯国际又要重蹈覆辙，失去一员大将。至于为何能够留下梁孟松，有消息称是因为中芯国际花费了近500万美元。因此台积电在一手将梁孟松推向三星电子后，又向法院提起诉讼，最终导致梁孟松被迫离开三星，并加盟中芯国际。在梁孟松的持续带领下，中芯国际已经进入风险性量产阶段的7nm芯片不再遥远。","content":"<html><body><article><p>2020年，<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>的一场离职事件可谓是惊动了整个业界。而能够引起如此大轰动的，除了国宝级人才梁孟松别无其他。</p><p>简而言之，这件事的起因是<a href=\"https://laohu8.com/S/688981\">中芯国际</a>引入蒋尚义的行为，引发了公司内部的内讧。至于具体的牵扯和纠葛，坊间传闻不少，但却都不是定论。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201931034d246j3pvcubazh4\"/><p>事发之后，业内外都以为，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>又要重蹈覆辙，失去一员大将。可谁曾想，这件事最终却迎来一个好的结局。</p><p><strong>日前，中芯国际发布2020年报的同时，透露出核心技术人才梁孟松继续担任联系CEO、执行董事的消息。</strong></p><p>至于为何能够留下梁孟松，有消息称是因为中芯国际花费了近500万美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201931789d2465p0q38kzsuo\"/><p>在笔者看来，能够留下梁孟松这样的人物，中芯国际花再多的钱也值得。对半导体产业有所了解的消费者，或许都知道梁孟松的大名。</p><p>公开资料显示，梁孟松毕业于美国加州大学伯克莱分校，取得了相关专业的博士学位。在1992年到2009年这十七年间，梁孟松一直在台积电担任重要职位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201932351d246xxodx0c5mky\"/><p>而在<a href=\"https://laohu8.com/S/TSM\">台积电</a>任职期间，梁孟松才跟蒋尚义有所联系。同时，<strong>这位堪称天才的人物，还主导并自主研发出了</strong><strong>130nm铜制程，让台积电得以打败<a href=\"https://laohu8.com/S/IBM\">IBM</a>，一举成名。</strong></p><p>在离开台积电之后，梁孟松被邀请进入<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>，为这位韩国巨头负责晶圆制造方面的相关业务。</p><p>作为上一任雇主，台积电显然不想让这样的人才为<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>效力。<strong>因此台积电在一手将梁孟松推向三星电子后，又向法院提起诉讼，最终导致梁孟松被迫离开三星，并加盟中芯国际。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201933054d2464nuiersa9s5\"/><p>手握500项技术专利的梁孟松，终于找到了一个自由发挥的平台。</p><p>因此，<strong>在短短数年时间内，梁孟松带领中芯国际，走完了其他企业十几年甚至几十年才能走完的路，更完成了14nm和7nm的突破。</strong></p><p>毫不客气地说，没有梁孟松，就没有如今的中芯国际，在中芯国际，梁孟松就像是主心骨一般的存在。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201934660d246itedo01jbg6\"/><p>可梁孟松没有想到，中芯国际会把当年的老同事、彼此之间有纠葛的“上级”引进。因此，他才会在2020年年底提交的辞职信中表示：“已经不再被尊重与不被信任。”</p><p>好在，中芯国际深知失去梁孟松这员技术大将的后果，终于将他留了下来。在梁孟松的持续带领下，中芯国际已经进入风险性量产阶段的7nm芯片不再遥远。</p><p>文/谛林 审核/子扬 校正/知秋</p></article></body></html>","source":"tencent","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>2200万留下国宝级人才，中芯国际迎来出头之日，7nm芯片不再遥远</title>\n<style 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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\">\n2200万留下国宝级人才，中芯国际迎来出头之日，7nm芯片不再遥远\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021040620193679918731&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年，中芯国际的一场离职事件可谓是惊动了整个业界。而能够引起如此大轰动的，除了国宝级人才梁孟松别无其他。简而言之，这件事的起因是中芯国际引入蒋尚义的行为，引发了公司内部的内讧。至于具体的牵扯和纠葛，坊间传闻不少，但却都不是定论。事发之后，业内外都以为，中芯国际又要重蹈覆辙，失去一员大将。可谁曾想，这件事最终却迎来一个好的结局。日前，中芯国际发布2020年报的同时，透露出核心技术人才梁孟松继续...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021040620193679918731&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159813":"芯片","688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021040620193679918731&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2125879251","content_text":"2020年，中芯国际的一场离职事件可谓是惊动了整个业界。而能够引起如此大轰动的，除了国宝级人才梁孟松别无其他。简而言之，这件事的起因是中芯国际引入蒋尚义的行为，引发了公司内部的内讧。至于具体的牵扯和纠葛，坊间传闻不少，但却都不是定论。事发之后，业内外都以为，中芯国际又要重蹈覆辙，失去一员大将。可谁曾想，这件事最终却迎来一个好的结局。日前，中芯国际发布2020年报的同时，透露出核心技术人才梁孟松继续担任联系CEO、执行董事的消息。至于为何能够留下梁孟松，有消息称是因为中芯国际花费了近500万美元。在笔者看来，能够留下梁孟松这样的人物，中芯国际花再多的钱也值得。对半导体产业有所了解的消费者，或许都知道梁孟松的大名。公开资料显示，梁孟松毕业于美国加州大学伯克莱分校，取得了相关专业的博士学位。在1992年到2009年这十七年间，梁孟松一直在台积电担任重要职位。而在台积电任职期间，梁孟松才跟蒋尚义有所联系。同时，这位堪称天才的人物，还主导并自主研发出了130nm铜制程，让台积电得以打败IBM，一举成名。在离开台积电之后，梁孟松被邀请进入三星电子，为这位韩国巨头负责晶圆制造方面的相关业务。作为上一任雇主，台积电显然不想让这样的人才为三星电子效力。因此台积电在一手将梁孟松推向三星电子后，又向法院提起诉讼，最终导致梁孟松被迫离开三星，并加盟中芯国际。手握500项技术专利的梁孟松，终于找到了一个自由发挥的平台。因此，在短短数年时间内，梁孟松带领中芯国际，走完了其他企业十几年甚至几十年才能走完的路，更完成了14nm和7nm的突破。毫不客气地说，没有梁孟松，就没有如今的中芯国际，在中芯国际，梁孟松就像是主心骨一般的存在。可梁孟松没有想到，中芯国际会把当年的老同事、彼此之间有纠葛的“上级”引进。因此，他才会在2020年年底提交的辞职信中表示：“已经不再被尊重与不被信任。”好在，中芯国际深知失去梁孟松这员技术大将的后果，终于将他留了下来。在梁孟松的持续带领下，中芯国际已经进入风险性量产阶段的7nm芯片不再遥远。文/谛林 审核/子扬 校正/知秋","news_type":1},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388738046,"gmtCreate":1613094451285,"gmtModify":1613094451285,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"你发这个降级评价是想17元买这股吗？才不让你买呢","listText":"你发这个降级评价是想17元买这股吗？才不让你买呢","text":"你发这个降级评价是想17元买这股吗？才不让你买呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388738046","repostId":"2110050833","repostType":2,"repost":{"id":"2110050833","pubTimestamp":1612862440,"share":"https://www.laohu8.com/m/news/2110050833?lang=&edition=full","pubTime":"2021-02-09 17:20","market":"hk","language":"zh","title":"法巴：中芯(0981.HK)已被市场高估 维持“减持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2110050833","media":"格隆汇","summary":"法巴发表报告表示，即使中芯国际(0981.HK)的禁令不会于短期内解除，仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。该行认为，中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资，该等行业带动芯片需求上升。报告又指，尽管不明确因素下，中芯维持其扩张步伐，不过认为中芯股价已被市场高估，市场过分乐观于N+1产品的贡献，维持其“减持”评级及合理值17.3港元。","content":"<html><body><p>法巴发表报告表示，即使<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>(0981.HK)的禁令不会于短期内解除，仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。</p><p>该行认为，中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资，该等行业带动芯片需求上升。报告又指，尽管不明确因素下，中芯维持其扩张步伐，不过认为中芯股价已被市场高估，市场过分乐观于N+1产品的贡献，维持其“<span>减持</span><span>”评级及合理值17.3港元。</span></p><p><img src=\"https://img3.gelonghui.com/71dcd-2f07a015-e77c-4044-806a-687e86e0f944.png\"/></p></body></html>","source":"stock_gelonghui","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>法巴：中芯(0981.HK)已被市场高估 维持“减持”评级</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n法巴：中芯(0981.HK)已被市场高估 维持“减持”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 17:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/445935><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>法巴发表报告表示，即使中芯国际(0981.HK)的禁令不会于短期内解除，仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。该行认为，中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资，该等行业带动芯片需求上升。报告又指，尽管不明确因素下，中芯维持其扩张步伐，不过认为中芯股价已被市场高估，市场过分乐观于N+1产品的贡献，维持其“减持”...</p>\n\n<a href=\"https://www.gelonghui.com/p/445935\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51edcbed4cc4bf7f4b7ca9a4a8cb859d","relate_stocks":{"00981":"中芯国际"},"source_url":"https://www.gelonghui.com/p/445935","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110050833","content_text":"法巴发表报告表示，即使中芯国际(0981.HK)的禁令不会于短期内解除，仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。该行认为，中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资，该等行业带动芯片需求上升。报告又指，尽管不明确因素下，中芯维持其扩张步伐，不过认为中芯股价已被市场高估，市场过分乐观于N+1产品的贡献，维持其“减持”评级及合理值17.3港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":686379663,"gmtCreate":1658152432957,"gmtModify":1704869073699,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>何小鹏不懂营销，看看理想L9直接对标GLS和X7，相比之下就有性价比了，G9如何比卡宴？看看选装多丰富，定位糊涂，看来倒闭是必然的了，理工男不适合做老板，只适合去打工。","text":"$小鹏汽车(XPEV)$何小鹏不懂营销，看看理想L9直接对标GLS和X7，相比之下就有性价比了，G9如何比卡宴？看看选装多丰富，定位糊涂，看来倒闭是必然的了，理工男不适合做老板，只适合去打工。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/668557152","isVote":1,"tweetType":1,"viewCount":50070,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087781366898670","authorId":"4087781366898670","name":"巴菲特的宵夜","avatar":"https://static.tigerbbs.com/7ca8d43ad73ed468abfef4c1aba0c9af","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087781366898670","authorIdStr":"4087781366898670"},"content":"“建议何小鹏去理想打工”特斯拉估计面试过不了","text":"“建议何小鹏去理想打工”特斯拉估计面试过不了","html":"“建议何小鹏去理想打工”特斯拉估计面试过不了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668855921,"gmtCreate":1664547450263,"gmtModify":1664547451594,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车定位模糊，配置选装混乱，反应了市场营销能力极其低下，从发布到销售时间过长，效率极低，在新势力中绝对是第一个退出市场。","listText":"<a 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涨幅惊人，美国人都在家拿援助那么开心，干嘛还去工作呢？那不去工作谁来生产啊？供需不平衡导致物价上涨这不是很正常吗？还有你看看人民币兑美元汇率，货物能不贵吗？而贸易逆差继续增长，还有之前特朗普加的税，都是美国人民在埋单，你没看最近新闻中美贸易要开谈了吗？证明拜登已经意识到问题所在，只要解决贸易战，增加人民工作，CPI就要下降了，要不再把美元回流提高利率CPI也能下降啊。","listText":"4月非农数据大幅下滑而cpi 涨幅惊人，美国人都在家拿援助那么开心，干嘛还去工作呢？那不去工作谁来生产啊？供需不平衡导致物价上涨这不是很正常吗？还有你看看人民币兑美元汇率，货物能不贵吗？而贸易逆差继续增长，还有之前特朗普加的税，都是美国人民在埋单，你没看最近新闻中美贸易要开谈了吗？证明拜登已经意识到问题所在，只要解决贸易战，增加人民工作，CPI就要下降了，要不再把美元回流提高利率CPI也能下降啊。","text":"4月非农数据大幅下滑而cpi 涨幅惊人，美国人都在家拿援助那么开心，干嘛还去工作呢？那不去工作谁来生产啊？供需不平衡导致物价上涨这不是很正常吗？还有你看看人民币兑美元汇率，货物能不贵吗？而贸易逆差继续增长，还有之前特朗普加的税，都是美国人民在埋单，你没看最近新闻中美贸易要开谈了吗？证明拜登已经意识到问题所在，只要解决贸易战，增加人民工作，CPI就要下降了，要不再把美元回流提高利率CPI也能下降啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198074212","repostId":"1129245857","repostType":4,"repost":{"id":"1129245857","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1620913695,"share":"https://www.laohu8.com/m/news/1129245857?lang=&edition=full","pubTime":"2021-05-13 21:48","market":"us","language":"zh","title":"5月或是整个市场的转折点：美联储的“天敌”来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1129245857","media":"华尔街见闻","summary":"通胀爆了，就业萎靡……这叫啥来着？","content":"<p>作者：乐鸣</p><p><b>引子</b></p><p>在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？</p><p>对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。</p><p>如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出惊人记录。其中，美国4月整体CPI同比大增4.2%（市场预期3.6%），增速创2008年9月以来新高；4月核心CPI同比大增3%，创1996年1月以来最大增长。</p><p>奔5%的通胀，可不是长期通胀平均2%可以忍受的，除非下个月就下来，表示这是“虚惊一场”，但是下个月大幅下滑的可能性目前看来不大。</p><p>市场通过价格也传达了这一预期：2022年升息的可能性，在数据公布后已经高达100%。这反过来意味着，刚刚因为就业数据大幅不及预期而推迟的缩减QE时间，又再次被提前。</p><p>这种被左右拉扯不知如何是好的感觉有点似曾相识，也是美联储最害怕的情景：通胀爆了，就业萎靡……这叫啥来着？</p><p><b>市场开始不信美联储的说辞了</b></p><p>早在今天数据公布之前，市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。</p><p>纽约联邦储备银行公布的4月消费者调查（相当于美联储的“民调”）显示：随着经济从疫情引发的危机中复苏，美国消费者未来一年通胀的预期中值为3.4%，创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。</p><p>之所以美联储这么在乎通胀“民调”，是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。</p><p>对于通胀的预期，可以粗略分成三个层次：1． 市场上金融产品所隐含的通胀预期；2．所谓经济学家们“共识”预测的通胀预（这两个层基本上跟美联储的预测是一致的）3． 民众的真实通胀预期。</p><p>第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀（很可能高于2%），让美国工人认为生活成本提高了，需要加工资；让厂商认为需要提价才能应对更高的工资和各种成本，那通胀最终从2%+冲上5%，甚至是70年代的10%+都不是没有可能的。</p><p>实际上，上一次美国CPI高达4.2%的时候，美联储的利率高达20%——正是70年代的滞胀时期。</p><p><b>滞胀！？</b></p><p>滞胀是美联储最害怕的“天敌”——在滞胀出现时，美联储政策就会失去主动权，进入完全被动状态。因为在这种情况下，美联储收紧政策，虽然可以控制通胀，但是经济受不了；但是如果放松政策救经济，通胀就上天了——左右不是人，无解；只能硬抗，让时间来慢慢消化，像70年代一样。</p><p>虽然一个月的数据在理论上只是加剧了市场担心，不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态，美联储所说的基数效应确实存在。</p><p>图：去年4月美国通缩得厉害</p><p><img src=\"https://static.tigerbbs.com/64c80e9218155a4a7d34e31254600a07\" tg-width=\"550\" tg-height=\"229\" referrerpolicy=\"no-referrer\"></p><p>如果，五月数据可以回落到让市场可以接受的3%左右，那通胀预期还“有得救”；但如果下个月还维持4%左右，那美联储很可能需要赶紧“放鹰”，控制一下通胀预期。</p><p>另外，就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%)，但是有望在5月出现大幅改观，详见：拜登“觉醒”！5月美国就业可以破百万么？。</p><p><b>意味着什么</b></p><p>本次数据虽然令人震惊，但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的，100%加息概率也不代表一定发生，因为距离2022年底还有很长时间，中间还有很多数据会再次更改概率。</p><p>尽管如此，这仍会让5月份数据变成一个“决胜点”。</p><p>首先，去年5月份美国经济已经摆脱通缩，其通胀读数跟2020年剩下的月份差距不大，如果5月通胀再次高达4%左右，就不能再说是基数问题了——这时候美联储需要“表示表示”，否则通胀很有可能进入“自我实现”通道。</p><p>另外，不管5月就业好还是不好，都已经“无所谓”了：好就表明通胀压力更大；不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调，就业现在需要盯住劳动参与率，因为不仅失业率数据“失灵了”，就连非农数据现在都不太好使了。</p><p>5月或是整个市场的转折点。</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>5月或是整个市场的转折点：美联储的“天敌”来了！</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 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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\">\n5月或是整个市场的转折点：美联储的“天敌”来了！\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-13 21:48 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：乐鸣引子在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129245857","content_text":"作者：乐鸣引子在刚过去不久的美联储“放鸽子”会上，鲍威尔被问到两个尴尬的问题：现在通胀预期看起来上得很猛，万一通胀比就业先达标了，你咋办？你咋那么有信心这次通胀不会失控？不会像上世纪70年代一样？对于这两个问题，鲍威尔都不太高兴，因为问到了尴尬的痛点。如今痛点开始在数据上显现：5月12日周三晚8点半，美国劳工部公布了美国4月CPI。数据显示，不光是美国的整体CPI还是核心CPI，4月份增速都创出惊人记录。其中，美国4月整体CPI同比大增4.2%（市场预期3.6%），增速创2008年9月以来新高；4月核心CPI同比大增3%，创1996年1月以来最大增长。奔5%的通胀，可不是长期通胀平均2%可以忍受的，除非下个月就下来，表示这是“虚惊一场”，但是下个月大幅下滑的可能性目前看来不大。市场通过价格也传达了这一预期：2022年升息的可能性，在数据公布后已经高达100%。这反过来意味着，刚刚因为就业数据大幅不及预期而推迟的缩减QE时间，又再次被提前。这种被左右拉扯不知如何是好的感觉有点似曾相识，也是美联储最害怕的情景：通胀爆了，就业萎靡……这叫啥来着？市场开始不信美联储的说辞了早在今天数据公布之前，市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。纽约联邦储备银行公布的4月消费者调查（相当于美联储的“民调”）显示：随着经济从疫情引发的危机中复苏，美国消费者未来一年通胀的预期中值为3.4%，创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。之所以美联储这么在乎通胀“民调”，是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。对于通胀的预期，可以粗略分成三个层次：1． 市场上金融产品所隐含的通胀预期；2．所谓经济学家们“共识”预测的通胀预（这两个层基本上跟美联储的预测是一致的）3． 民众的真实通胀预期。第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀（很可能高于2%），让美国工人认为生活成本提高了，需要加工资；让厂商认为需要提价才能应对更高的工资和各种成本，那通胀最终从2%+冲上5%，甚至是70年代的10%+都不是没有可能的。实际上，上一次美国CPI高达4.2%的时候，美联储的利率高达20%——正是70年代的滞胀时期。滞胀！？滞胀是美联储最害怕的“天敌”——在滞胀出现时，美联储政策就会失去主动权，进入完全被动状态。因为在这种情况下，美联储收紧政策，虽然可以控制通胀，但是经济受不了；但是如果放松政策救经济，通胀就上天了——左右不是人，无解；只能硬抗，让时间来慢慢消化，像70年代一样。虽然一个月的数据在理论上只是加剧了市场担心，不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态，美联储所说的基数效应确实存在。图：去年4月美国通缩得厉害如果，五月数据可以回落到让市场可以接受的3%左右，那通胀预期还“有得救”；但如果下个月还维持4%左右，那美联储很可能需要赶紧“放鹰”，控制一下通胀预期。另外，就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%)，但是有望在5月出现大幅改观，详见：拜登“觉醒”！5月美国就业可以破百万么？。意味着什么本次数据虽然令人震惊，但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的，100%加息概率也不代表一定发生，因为距离2022年底还有很长时间，中间还有很多数据会再次更改概率。尽管如此，这仍会让5月份数据变成一个“决胜点”。首先，去年5月份美国经济已经摆脱通缩，其通胀读数跟2020年剩下的月份差距不大，如果5月通胀再次高达4%左右，就不能再说是基数问题了——这时候美联储需要“表示表示”，否则通胀很有可能进入“自我实现”通道。另外，不管5月就业好还是不好，都已经“无所谓”了：好就表明通胀压力更大；不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调，就业现在需要盯住劳动参与率，因为不仅失业率数据“失灵了”，就连非农数据现在都不太好使了。5月或是整个市场的转折点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1845,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520924686142735","authorId":"3520924686142735","name":"或白","avatar":"https://static.tigerbbs.com/783195a87794184cb529969f595d3aaf","crmLevel":1,"crmLevelSwitch":0,"idStr":"3520924686142735","authorIdStr":"3520924686142735"},"content":"特朗普是要美国制造业回流，增加就业机会，","text":"特朗普是要美国制造业回流，增加就业机会，","html":"特朗普是要美国制造业回流，增加就业机会，"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195041298317352,"gmtCreate":1688650410429,"gmtModify":1688650411587,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"themes":[],"htmlText":"<a 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