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陈开明_1131
2023-07-18
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外媒头条:微软收购动视暴雪迎来转机,巴菲特大幅减持!美联储疯狂加息,越来越多美国人贷款申请遭拒
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05:30","market":"us","language":"zh","title":"外媒头条:微软收购动视暴雪迎来转机,巴菲特大幅减持!美联储疯狂加息,越来越多美国人贷款申请遭拒","url":"https://stock-news.laohu8.com/highlight/detail?id=2352750853","media":"环球市场播报","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、微软收购动视暴雪之路扫清又一障碍 英国法院暂缓英国监管机构否决案2、美联储疯狂加息的后果 越来越多美国人贷款申请遭拒3、纳指100科技股高度集中风险何解?微软收购交易截止日临近,巴菲特减持动视暴雪周一晚间发布的13G新文件显示,巴菲特旗下伯克希尔披露,其持有动视1.9%的股份,共计14658121股。","content":"<html><head></head><body><p><strong>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</strong></p><blockquote><strong>1、</strong><a href=\"https://laohu8.com/S/MSFT\">微软</a>收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>之路扫清又一障碍 英国法院暂缓英国监管机构否决案</blockquote><blockquote><strong>2、</strong>美联储疯狂加息的后果 越来越多美国人贷款申请遭拒</blockquote><blockquote><strong>3、</strong>纳指100科技股高度集中风险何解?<a href=\"https://laohu8.com/S/GS\">高盛</a>称再平衡或非解决之道</blockquote><blockquote><strong>4、</strong><a href=\"https://laohu8.com/S/C\">花旗</a>大宗商品研究主管:原油多头完全错了 油市吃紧只是假象</blockquote><blockquote><strong>5、</strong>美联储官员进入缄默期 美元势将进一步走弱</blockquote><blockquote><strong>6、</strong>微软收购交易截止日临近,巴菲特减持动视暴雪</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169a90f4edc49db035e05d9d9162786e\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"287\"/></p><p style=\"text-align: start;\"><strong>微软收购动视暴雪之路扫清又一障碍 英国法院暂缓英国监管机构否决案</strong></p><p style=\"text-align: start;\">命运多舛的微软对动视暴雪收购案再迎新进展,英国反垄断上诉法院为两家公司找出针对英国否决的替代方案铺平了道路。</p><p style=\"text-align: start;\">竞争上诉法庭在周一于伦敦举行的听证会上表示,继上周史无前例地就补救措施展开新的谈判之后,质疑英国监管机构拟议禁令的案件可“有条件”暂缓。</p><p style=\"text-align: start;\">英国竞争与市场管理局(CMA)和微软均寻求暂缓此案,理由是CMA上周已意外宣布其对讨论新的救济措施持开放态度。</p><p style=\"text-align: start;\">此前,同样试图阻止这笔收购的美国的联邦贸易委员会(FTC)在美国上诉失败。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bd26784895d787fba77752b523c0fe8\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"367\"/></p><p style=\"text-align: start;\"><strong>美联储疯狂加息的后果 越来越多美国人贷款申请遭拒</strong></p><p style=\"text-align: start;\">一份新的美联储调查显示,美国人申请贷款越来越容易遭拒,凸显出高利率以及银行业趋于谨慎的综合影响。</p><p style=\"text-align: start;\">根据每四个月一次的最新美联储调查,在截至6月底的12个月,贷款申请人遭拒绝的比例跃升至21.8%,为五年来最高。整体的信贷申请数量降至2020年10月以来最低。</p><p style=\"text-align: start;\">在硅谷银行和其他几家银行倒闭前于2月份发布的上次调查中,贷款遭拒绝比率为17.3%。自那以来,各个年龄段的人群遭拒率普遍上升,信用分低于680的人群最高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc346da288490e35726f5e46042195f8\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"358\"/></p><p style=\"text-align: start;\"><strong>纳指100科技股高度集中风险何解?高盛称再平衡或非解决之道</strong></p><p style=\"text-align: start;\">高盛策略师表示,纳斯达克100指数的特别再平衡不太可能解决大型高科技股高度集中给追踪该基准指数的投资者带来的挑战。</p><p style=\"text-align: start;\">高盛策略师David J. Kostin等在报告中写道,即使在调整之后,以科技股为主的纳斯达克100指数将依然“过于集中”,而不会被视为主动管理型多元化基金。这个问题在今年影响了共同基金的回报。</p><p style=\"text-align: start;\">少数科技巨头主导了今年的美股涨势,引发市场担忧如果对该行业的信心恶化,那么整体股市的涨势将面临风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d4359d80cd83205466747328a5335d7\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p style=\"text-align: start;\"><strong>花旗大宗商品研究主管:原油多头完全错了 油市吃紧只是假象</strong></p><p style=\"text-align: start;\">华尔街知名预测人士称,原油多头大举重返市场,正在酿成大错。</p><p style=\"text-align: start;\">原油期货上周在伦敦市场升破每桶80美元,为两个月来首次,因有迹象显示需求上升,且OPEC+的减产终于开始导致全球市场收紧。</p><p style=\"text-align: start;\">但花旗集团认为,这只是市场吃紧的人为假象,沙特及其伙伴的限产掩盖了全球第一大石油进口国中国需求稳步复苏缺位的问题。</p><p style=\"text-align: start;\">“多头完全错了,”花旗资深大宗商品研究主管Ed Morse表示。“世界仍在等待中国切实的复苏,欧洲正在衰退,我们仍然不知道美国是否会硬着陆。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f52900d89c558c0675451e12d7f030e\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"359\"/></p><p style=\"text-align: start;\"><strong>美联储官员进入缄默期 美元势将进一步走弱</strong></p><p style=\"text-align: start;\">美元本周势将进一步走弱,美联储官员进入缄默期让投资者只能把目光聚焦在美国数据上。</p><p style=\"text-align: start;\">继美元即期指数上周下跌约2%,录得11月以来最大周跌幅后,美元走软势头正在增强。最近的CPI和PPI数据都偏向鸽派,而最响亮以及最可靠的鹰派驱动力——美联储官员——将缺席,他们在7月FOMC会议前已进入禁言期。</p><p style=\"text-align: start;\">与此同时,推动美元走软的一些因素似乎正在增强。在G-10国家方面,强劲的工资数据和一些人士发表观点后,对日本央行月底做出某种鹰派调整的押注正在上升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a653870897e89c76ff583dc46e37ecd\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"304\"/></p><p style=\"text-align: start;\"><strong>微软收购交易截止日临近,巴菲特减持动视暴雪</strong></p><p style=\"text-align: start;\">周一晚间发布的13G新文件显示,巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>披露,其持有动视1.9%的股份,共计14658121股。相比之下,3月底的持股比例为6.3%,2022年底的持股比例为6.7%。</p><p style=\"text-align: start;\">美国联邦贸易委员会(FTC)未能阻止微软以687亿美元收购暴雪的消息传出后,该公司股价上周飙升逾9%。微软周一对英国监管机构的禁令提出上诉,获得了两个月的暂停期。</p><p style=\"text-align: start;\">动视暴雪周一收涨3.5%至93.21美元,股价达到两年来的最高点,成交额36.83亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/308b8e527e223ac22ef43f26307fdb52\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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:微软收购动视暴雪迎来转机,巴菲特大幅减持!美联储疯狂加息,越来越多美国人贷款申请遭拒\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-18 05:30 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-07-18/doc-imzazxyf8395676.shtml><strong>环球市场播报</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:1、微软收购动视暴雪之路扫清又一障碍 英国法院暂缓英国监管机构否决案2、美联储疯狂加息的后果 越来越多美国人贷款申请遭拒3、纳指100科技股高度集中风险何解?高盛称再平衡或非解决之道4、花旗大宗商品研究主管:原油多头完全错了 油市吃紧只是假象5、美联储官员进入缄默期 美元势将进一步走弱6、微软收购交易截止日临近,巴菲特减持动视暴雪微软收购动视暴雪之路...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-07-18/doc-imzazxyf8395676.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/2f52900d89c558c0675451e12d7f030e","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","QID":"纳指两倍做空ETF","BRK.A":"伯克希尔",".DJI":"道琼斯","DXD":"道指两倍做空ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","OEX":"标普100","TQQQ":"纳指三倍做多ETF","ATVI":"动视暴雪","BK4527":"明星科技股","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4503":"景林资产持仓","PSQ":"纳指反向ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","QLD":"纳指两倍做多ETF","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IVV":"标普500指数ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","MSFT":"微软","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4085":"互动家庭娱乐","LU0238689110.USD":"贝莱德环球动力股票基金","BK4504":"桥水持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","SPXU":"三倍做空标普500ETF","LU0079474960.USD":"联博美国增长基金A","SQQQ":"纳指三倍做空ETF","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","OEF":"标普100指数ETF-iShares","LU0234572021.USD":"高盛美国核心股票组合Acc","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-07-18/doc-imzazxyf8395676.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352750853","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、微软收购动视暴雪之路扫清又一障碍 英国法院暂缓英国监管机构否决案2、美联储疯狂加息的后果 越来越多美国人贷款申请遭拒3、纳指100科技股高度集中风险何解?高盛称再平衡或非解决之道4、花旗大宗商品研究主管:原油多头完全错了 油市吃紧只是假象5、美联储官员进入缄默期 美元势将进一步走弱6、微软收购交易截止日临近,巴菲特减持动视暴雪微软收购动视暴雪之路扫清又一障碍 英国法院暂缓英国监管机构否决案命运多舛的微软对动视暴雪收购案再迎新进展,英国反垄断上诉法院为两家公司找出针对英国否决的替代方案铺平了道路。竞争上诉法庭在周一于伦敦举行的听证会上表示,继上周史无前例地就补救措施展开新的谈判之后,质疑英国监管机构拟议禁令的案件可“有条件”暂缓。英国竞争与市场管理局(CMA)和微软均寻求暂缓此案,理由是CMA上周已意外宣布其对讨论新的救济措施持开放态度。此前,同样试图阻止这笔收购的美国的联邦贸易委员会(FTC)在美国上诉失败。美联储疯狂加息的后果 越来越多美国人贷款申请遭拒一份新的美联储调查显示,美国人申请贷款越来越容易遭拒,凸显出高利率以及银行业趋于谨慎的综合影响。根据每四个月一次的最新美联储调查,在截至6月底的12个月,贷款申请人遭拒绝的比例跃升至21.8%,为五年来最高。整体的信贷申请数量降至2020年10月以来最低。在硅谷银行和其他几家银行倒闭前于2月份发布的上次调查中,贷款遭拒绝比率为17.3%。自那以来,各个年龄段的人群遭拒率普遍上升,信用分低于680的人群最高。纳指100科技股高度集中风险何解?高盛称再平衡或非解决之道高盛策略师表示,纳斯达克100指数的特别再平衡不太可能解决大型高科技股高度集中给追踪该基准指数的投资者带来的挑战。高盛策略师David J. Kostin等在报告中写道,即使在调整之后,以科技股为主的纳斯达克100指数将依然“过于集中”,而不会被视为主动管理型多元化基金。这个问题在今年影响了共同基金的回报。少数科技巨头主导了今年的美股涨势,引发市场担忧如果对该行业的信心恶化,那么整体股市的涨势将面临风险。花旗大宗商品研究主管:原油多头完全错了 油市吃紧只是假象华尔街知名预测人士称,原油多头大举重返市场,正在酿成大错。原油期货上周在伦敦市场升破每桶80美元,为两个月来首次,因有迹象显示需求上升,且OPEC+的减产终于开始导致全球市场收紧。但花旗集团认为,这只是市场吃紧的人为假象,沙特及其伙伴的限产掩盖了全球第一大石油进口国中国需求稳步复苏缺位的问题。“多头完全错了,”花旗资深大宗商品研究主管Ed Morse表示。“世界仍在等待中国切实的复苏,欧洲正在衰退,我们仍然不知道美国是否会硬着陆。”美联储官员进入缄默期 美元势将进一步走弱美元本周势将进一步走弱,美联储官员进入缄默期让投资者只能把目光聚焦在美国数据上。继美元即期指数上周下跌约2%,录得11月以来最大周跌幅后,美元走软势头正在增强。最近的CPI和PPI数据都偏向鸽派,而最响亮以及最可靠的鹰派驱动力——美联储官员——将缺席,他们在7月FOMC会议前已进入禁言期。与此同时,推动美元走软的一些因素似乎正在增强。在G-10国家方面,强劲的工资数据和一些人士发表观点后,对日本央行月底做出某种鹰派调整的押注正在上升。微软收购交易截止日临近,巴菲特减持动视暴雪周一晚间发布的13G新文件显示,巴菲特旗下伯克希尔披露,其持有动视1.9%的股份,共计14658121股。相比之下,3月底的持股比例为6.3%,2022年底的持股比例为6.7%。美国联邦贸易委员会(FTC)未能阻止微软以687亿美元收购暴雪的消息传出后,该公司股价上周飙升逾9%。微软周一对英国监管机构的禁令提出上诉,获得了两个月的暂停期。动视暴雪周一收涨3.5%至93.21美元,股价达到两年来的最高点,成交额36.83亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":199205285703896,"gmtCreate":1689637459015,"gmtModify":1689645594860,"author":{"id":"3578370188680127","authorId":"3578370188680127","name":"陈开明_1131","avatar":"https://static.tigerbbs.com/212a669ee6dbd35d55b12bc33aa84133","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578370188680127","authorIdStr":"3578370188680127"},"themes":[],"htmlText":"我转发给大家","listText":"我转发给大家","text":"我转发给大家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199205285703896","repostId":"2352750853","repostType":2,"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}