长发魔女的个人主页 - 老虎社区

长发魔女

长发魔女

个人简介：12

IP属地：广东

182关注

229粉丝

2主题

0勋章

2023-06-23

$中国平安(02318)$ 加息升温，补缺口去了

2022-12-12

又开始洗钱招商了么

法拉第未来盘中暴涨超70%，将举办全球投资人会议

2022-10-06

$NQ100指数主连 2212(NQmain)$继续后半夜低开高走

2022-09-16

$金山云(KC)$还早呢，对比荣联云，还有得跌

2022-09-06

$金山云(KC)$20个点见

2022-09-01

$英伟达(NVDA)$麻溜点，跌到100

2022-09-01

$NQ100指数主连 2209(NQmain)$跌太少了吧，港股大跌带不动你

2022-09-01

$恒生指数主连 2209(HSImain)$按死，不要让他反弹

2022-08-30

$NQ100指数主连 2209(NQmain)$

2022-08-30

$RLX科技(RLX)$跌不动了？怎么跌那么少

2022-08-30

$恒生科技指数主连 2209(HTImain)$快跌

2022-08-17

$fuboTV Inc.(FUBO)$meme股

2022-08-02

可以做空了

94岁李嘉诚，发了最荒唐的一笔横财

2022-08-02

$快手-W(01024)$跌回50去吧

2022-08-02

$NQ100指数主连 2209(NQmain)$暴跌吧，开始空

2022-08-02

$富途控股(FUTU)$还有很大空间跌

2022-07-14

这些数据，很可能也是有猫腻的

昨夜今晨 | 美国通胀又‘“爆”了！拜登紧急发声

2022-06-30

$NQ100指数主连 2209(NQmain)$使劲空，让美国崩盘

2022-06-16

$快手-W(01024)$真是个老六

2022-06-10

还敢上，做空

抱歉，原内容已删除

去老虎APP查看更多动态

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23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，法拉第未来盘中暴涨，截至发稿涨幅超70%！公司此前宣布将于美国西部时间12月15日举办全球投资人会议，会上将更新FF 91 Futurist的车辆交付计划。</p><p><img src=\"https://static.tigerbbs.com/1be04d5b8308380c27ca4415d5024054\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130486131","content_text":"周一，法拉第未来盘中暴涨，截至发稿涨幅超70%！公司此前宣布将于美国西部时间12月15日举办全球投资人会议，会上将更新FF 91 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2209(HTImain)$快跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660460722","isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687977161,"gmtCreate":1660730087555,"gmtModify":1660730087555,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>meme股","listText":"<a href=\"https://laohu8.com/S/FUBO\">$fuboTV Inc.(FUBO)$</a>meme股","text":"$fuboTV Inc.(FUBO)$meme股","images":[{"img":"https://static.tigerbbs.com/139d13b97ccf90a48ceaf355186076fa","width":"1080","height":"3348"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687977161","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":685944497,"gmtCreate":1659416876724,"gmtModify":1659416876724,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"可以做空了","listText":"可以做空了","text":"可以做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685944497","repostId":"1104628569","repostType":2,"repost":{"id":"1104628569","pubTimestamp":1659403730,"share":"https://www.laohu8.com/m/news/1104628569?lang=&edition=full","pubTime":"2022-08-02 09:28","market":"us","language":"zh","title":"94岁李嘉诚，发了最荒唐的一笔横财","url":"https://stock-news.laohu8.com/highlight/detail?id=1104628569","media":"创投智库","summary":"“妖股”来了。上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现，引人注目。7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.2","content":"<html><head></head><body><p>“妖股”来了。</p><p>上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>在资本市场的吸金表现，引人注目。</p><p>7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.25亿美元（合人民币8.4亿元），成为2022年至今纽交所最大的中概股IPO。</p><p><a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>背后，站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立，至今已有19年。</p><p>截至8月1日美股收盘，尚乘数科市值超1373亿美元，在一众中概股里面，尚乘数科市值排名第三，仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p><p>市盈率更是惊人，超4000倍，将其他金融科技股远远甩开。不足2亿元的营收，何以撑起1373亿美元市值？</p><p><b>李嘉诚站台</b></p><p>多名分析师告诉《21CBR》记者，尚乘数科股价一路飙升，“炒作成分比较高”。</p><p>矛盾在于，尚乘数科由<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>分拆而来，后者2019年及2020年分别在美国、新加坡两地上市，目前市值不过9.6亿美元左右。</p><p>尚乘数科、<a href=\"https://laohu8.com/S/AMTD\">尚乘国际</a>均由尚乘集团分拆而来。</p><p>尚乘集团成立于2003年，涉足金融服务、数码科技、艺术文化及娱乐等领域。创始股东之一正是李嘉诚的长江实业集团及和记黄埔。</p><p>尚乘集团现持有尚乘国际86.7%股权，但其股权结构未披露，因此，这场炒作中，无法确切知道李嘉诚“横财”数额。如果其持股比超过25%，现值就是千亿。</p><p><img src=\"https://static.tigerbbs.com/b00026b9ae64f736ed7afc28371db358\" tg-width=\"678\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p>来源：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>今年初，尚乘国际以12亿美元收购尚乘数科控股权。通过此举，尚乘集团董事局主席蔡志坚成功实现IDEA中两大重要板块加总上市。</p><p>尚乘数科即代表Digital数字化，旗下拥有或策略投资了亚洲稀缺的金融牌照，连接东南亚与大中华区，提供一站式数字金融服务。</p><p>这一优势吸引了更多资金注入。</p><p>尚乘数科的股东还包括大湾区共同家园基金、亚洲最大独立资产管理公司之一惠理、前阿里CEO卫哲创立的嘉御基金等。</p><p>强兵助阵下，公司逐步完善了投资版图。</p><p>包括互联网医疗平台微医、人工智能公司Appier的早期投资，收购了首家由新加坡金管局监管沙盒成功孵化创立的数字保险经纪公司PolicyPal等。</p><p>有市场分析认为，暴涨的股价是一次短中期场内资本达成共识的结果。</p><p><img src=\"https://static.tigerbbs.com/132ed927e8169bf3f7a279034f7108c1\" tg-width=\"724\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/></p><p>“资本尤其是国际资本，没有比抱大腿更划算的选择。”一名私募公司从业人员向《21CBR》表示，“跟巴神、跟李嘉诚，虽然不是第一手，至少比其他流向靠谱许多。”</p><p>从近几日交易量来看，公司单日交易量均为几十万股。“按照公司1.85亿的总股本，1%也将近200万股。”金融科技行业观察人士史文瑞认为，公司股东或者关联交易方的可能性很大。</p><p>“海外IPO新股没有历史筹码，关注度由低走高过程中，容易引起市场情绪的集中催化。当前市场缺乏赚钱热点，短炒资金集中炒作尚乘数科。”有知名券商向《21CBR》表示，投资者应该优先考虑风险因素。</p><p><b>利润率高企</b></p><p>尚乘数科主营数字金融服务，业务包括四大板块：数字金融服务，蛛网生态系统解决方案，数字媒体、内容和营销，及数字投资业务。</p><p>招股书显示，2019-2021财年，尚乘数科总收入分别约为1455.4万、1.68亿和1.96亿港元；期内利润分别为2154.4万、1.58亿及1.72亿港元；利润率保持高达87%以上。</p><p>数字金融服务业务和蛛网生态系统解决方案业务的费用和佣金，是尚乘数科的主要收入来源。</p><p>蛛网生态系统解决方案，主要起到多方资源连接和再赋能作用。2021财年，该业务贡献总营收的80%，达1.57亿港元。</p><p>官方称，来自数字和传统金融行业、科技行业、学术机构等不同领域的合作伙伴，都可以在蛛网生态系统中实现连接，系统可以为客户提供资本、技术、指导和其他资源，加速和增强其业务的数字化转型。</p><p><img src=\"https://static.tigerbbs.com/4bf07c4fb53f47d2c750b418fa099675\" tg-width=\"832\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>会费计划则可以增强生态系统中合作伙伴的连接性。</p><p>在数字媒体、内容和营销方面，2020年上映的电影《拆弹专家2》是尚乘数科正式涉足数字影视文化行业，参与制作的第一部电影。这笔投资收获超13亿票房的回报。</p><p>值得注意的是，报告期内，尚乘数科公允价值变动（FVTPL）分别增加了1932万、4359万和7029万港元。</p><p><img src=\"https://static.tigerbbs.com/bf8589ae03998a3d8b0927e6790e807d\" tg-width=\"828\" tg-height=\"606\" referrerpolicy=\"no-referrer\"/></p><p>由于成本较低，利润率受FVTPL加持直逼90%。但即使剔除这部分收入，公司的净利润率也超过60%，远高于行业20%左右的均值。</p><p>吊诡的是，2021年尚乘数科的营收尚不足2亿港元，资本市场上却连续拉高半月余。单看业绩指标，实在难以支撑公司5000亿的市值。</p><p>这一市值，现为李嘉诚旗舰长和的约3倍，而后者去年营收为2800亿港币。</p><p><b>投资广撒网</b></p><p>于尚乘数科而言，经历短线“非理性”上涨后，关键是拿出更具说服力的成绩。</p><p>难题不少。</p><p>截至2022年2月，尚乘数科营收增速低至4%。而2021财年的年收入增速约为17%。</p><p>金融科技赛道监管渐严，区域市场的合法合规问题摆在眼前。</p><p>“当提供新产品和服务，与更广泛市场客户进行交易将暴露更多风险。”招股书中提到，接下来公司目标是继续向东南亚等地区扩张，在新加坡成立银行且合并到报表——这些都有待监管部门批准。</p><p>公司明确表示，将在数字金融服务行业进行收购、换股、投资、合资或组建其他战略联盟。</p><p><img src=\"https://static.tigerbbs.com/cd9c52fbd318960b7ee476ebbb5621da\" tg-width=\"832\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>比如，2020年6月拿下新加坡在线融资平台CapBridge Financial Pte Ltd.的控股权，同年收购新加坡一家提供一站式二维码支付的聚合商和支付网关提供商等。</p><p>“我们使用自有资金进行投资，预计在相当长一段时间内不会从这些投资中获益。”尚乘数科方面承认。</p><p>何时收回投资成本，尚难以预计，但这恰是构建区域性金融服务生态体系的关键。</p><p><img src=\"https://static.tigerbbs.com/779fb90aa900c2f5d78ccf04fc1181a1\" tg-width=\"780\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>目前，尚乘数科所投企业均有较好投资收益。</p><p>截至2022年2月，公司用于投资活动的现金净额为3.476亿港元，归因于应收集团公司的款项变动3.460亿港元。投资活动产生的现金净额为1.282亿港元，其中收回投资所得款项7780万和5060万港元，来自收购子公司的净现金流入2070万港元。</p><p><img src=\"https://static.tigerbbs.com/c8d8b77a1d4a528b671f7f79ad643b9c\" tg-width=\"812\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p>一定程度上，公司在不断强化投资组合的过程中，维持着较好的营业水平。</p><p>“继续在亚洲及其他地区识别和融合有前途的数字金融参与者，才能补充当前的服务和能力。”尚乘数科对未来战略执行展望道。</p><p>而对于李嘉诚而言，商海扑腾数十年，想必非常了然，尚乘前景再好，现在1373亿美元市值的荒唐。</p></body></html>","source":"lsy1659403108223","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n94岁李嘉诚，发了最荒唐的一笔横财\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 09:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg><strong>创投智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“妖股”来了。上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现，引人注目。7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.25亿美元（合人民币8.4亿元），成为2022年至今纽交所最大的中概股IPO。尚乘数科背后，站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立，至今已有19年。截至...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b00026b9ae64f736ed7afc28371db358","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1601":"香港本地股","BK1500":"做空集合股","BK1569":"长和系","BK1230":"工业集团企业","00001":"长和","HKD":"尚乘数科"},"source_url":"https://mp.weixin.qq.com/s/Xo02ilta3IMfe6RPRjKbVg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104628569","content_text":"“妖股”来了。上市仅半个月，股价飙升94倍，每股从7.8美元火箭式上升至742美元——中概股尚乘数科在资本市场的吸金表现，引人注目。7月15日，这家数字金融服务提供商在纽约首次公开募股，募集了约1.25亿美元（合人民币8.4亿元），成为2022年至今纽交所最大的中概股IPO。尚乘数科背后，站着身家365亿美元的金融大鳄李嘉诚。母公司尚乘集团由李嘉诚的长江实业集团、和记黄埔创立，至今已有19年。截至8月1日美股收盘，尚乘数科市值超1373亿美元，在一众中概股里面，尚乘数科市值排名第三，仅次于台积电和阿里巴巴。市盈率更是惊人，超4000倍，将其他金融科技股远远甩开。不足2亿元的营收，何以撑起1373亿美元市值？李嘉诚站台多名分析师告诉《21CBR》记者，尚乘数科股价一路飙升，“炒作成分比较高”。矛盾在于，尚乘数科由尚乘国际分拆而来，后者2019年及2020年分别在美国、新加坡两地上市，目前市值不过9.6亿美元左右。尚乘数科、尚乘国际均由尚乘集团分拆而来。尚乘集团成立于2003年，涉足金融服务、数码科技、艺术文化及娱乐等领域。创始股东之一正是李嘉诚的长江实业集团及和记黄埔。尚乘集团现持有尚乘国际86.7%股权，但其股权结构未披露，因此，这场炒作中，无法确切知道李嘉诚“横财”数额。如果其持股比超过25%，现值就是千亿。来源：视觉中国今年初，尚乘国际以12亿美元收购尚乘数科控股权。通过此举，尚乘集团董事局主席蔡志坚成功实现IDEA中两大重要板块加总上市。尚乘数科即代表Digital数字化，旗下拥有或策略投资了亚洲稀缺的金融牌照，连接东南亚与大中华区，提供一站式数字金融服务。这一优势吸引了更多资金注入。尚乘数科的股东还包括大湾区共同家园基金、亚洲最大独立资产管理公司之一惠理、前阿里CEO卫哲创立的嘉御基金等。强兵助阵下，公司逐步完善了投资版图。包括互联网医疗平台微医、人工智能公司Appier的早期投资，收购了首家由新加坡金管局监管沙盒成功孵化创立的数字保险经纪公司PolicyPal等。有市场分析认为，暴涨的股价是一次短中期场内资本达成共识的结果。“资本尤其是国际资本，没有比抱大腿更划算的选择。”一名私募公司从业人员向《21CBR》表示，“跟巴神、跟李嘉诚，虽然不是第一手，至少比其他流向靠谱许多。”从近几日交易量来看，公司单日交易量均为几十万股。“按照公司1.85亿的总股本，1%也将近200万股。”金融科技行业观察人士史文瑞认为，公司股东或者关联交易方的可能性很大。“海外IPO新股没有历史筹码，关注度由低走高过程中，容易引起市场情绪的集中催化。当前市场缺乏赚钱热点，短炒资金集中炒作尚乘数科。”有知名券商向《21CBR》表示，投资者应该优先考虑风险因素。利润率高企尚乘数科主营数字金融服务，业务包括四大板块：数字金融服务，蛛网生态系统解决方案，数字媒体、内容和营销，及数字投资业务。招股书显示，2019-2021财年，尚乘数科总收入分别约为1455.4万、1.68亿和1.96亿港元；期内利润分别为2154.4万、1.58亿及1.72亿港元；利润率保持高达87%以上。数字金融服务业务和蛛网生态系统解决方案业务的费用和佣金，是尚乘数科的主要收入来源。蛛网生态系统解决方案，主要起到多方资源连接和再赋能作用。2021财年，该业务贡献总营收的80%，达1.57亿港元。官方称，来自数字和传统金融行业、科技行业、学术机构等不同领域的合作伙伴，都可以在蛛网生态系统中实现连接，系统可以为客户提供资本、技术、指导和其他资源，加速和增强其业务的数字化转型。会费计划则可以增强生态系统中合作伙伴的连接性。在数字媒体、内容和营销方面，2020年上映的电影《拆弹专家2》是尚乘数科正式涉足数字影视文化行业，参与制作的第一部电影。这笔投资收获超13亿票房的回报。值得注意的是，报告期内，尚乘数科公允价值变动（FVTPL）分别增加了1932万、4359万和7029万港元。由于成本较低，利润率受FVTPL加持直逼90%。但即使剔除这部分收入，公司的净利润率也超过60%，远高于行业20%左右的均值。吊诡的是，2021年尚乘数科的营收尚不足2亿港元，资本市场上却连续拉高半月余。单看业绩指标，实在难以支撑公司5000亿的市值。这一市值，现为李嘉诚旗舰长和的约3倍，而后者去年营收为2800亿港币。投资广撒网于尚乘数科而言，经历短线“非理性”上涨后，关键是拿出更具说服力的成绩。难题不少。截至2022年2月，尚乘数科营收增速低至4%。而2021财年的年收入增速约为17%。金融科技赛道监管渐严，区域市场的合法合规问题摆在眼前。“当提供新产品和服务，与更广泛市场客户进行交易将暴露更多风险。”招股书中提到，接下来公司目标是继续向东南亚等地区扩张，在新加坡成立银行且合并到报表——这些都有待监管部门批准。公司明确表示，将在数字金融服务行业进行收购、换股、投资、合资或组建其他战略联盟。比如，2020年6月拿下新加坡在线融资平台CapBridge Financial Pte Ltd.的控股权，同年收购新加坡一家提供一站式二维码支付的聚合商和支付网关提供商等。“我们使用自有资金进行投资，预计在相当长一段时间内不会从这些投资中获益。”尚乘数科方面承认。何时收回投资成本，尚难以预计，但这恰是构建区域性金融服务生态体系的关键。目前，尚乘数科所投企业均有较好投资收益。截至2022年2月，公司用于投资活动的现金净额为3.476亿港元，归因于应收集团公司的款项变动3.460亿港元。投资活动产生的现金净额为1.282亿港元，其中收回投资所得款项7780万和5060万港元，来自收购子公司的净现金流入2070万港元。一定程度上，公司在不断强化投资组合的过程中，维持着较好的营业水平。“继续在亚洲及其他地区识别和融合有前途的数字金融参与者，才能补充当前的服务和能力。”尚乘数科对未来战略执行展望道。而对于李嘉诚而言，商海扑腾数十年，想必非常了然，尚乘前景再好，现在1373亿美元市值的荒唐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685921209,"gmtCreate":1659406380806,"gmtModify":1659406380806,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>跌回50去吧","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>跌回50去吧","text":"$快手-W(01024)$跌回50去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685921209","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685921140,"gmtCreate":1659406345684,"gmtModify":1659406345684,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>暴跌吧，开始空","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>暴跌吧，开始空","text":"$NQ100指数主连 2209(NQmain)$暴跌吧，开始空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685921140","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685919527,"gmtCreate":1659378237772,"gmtModify":1659378237772,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>还有很大空间跌","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>还有很大空间跌","text":"$富途控股(FUTU)$还有很大空间跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685919527","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688524478,"gmtCreate":1657761276796,"gmtModify":1704868174975,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这些数据，很可能也是有猫腻的","listText":"这些数据，很可能也是有猫腻的","text":"这些数据，很可能也是有猫腻的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688524478","repostId":"1188142943","repostType":2,"repost":{"id":"1188142943","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":1657756991,"share":"https://www.laohu8.com/m/news/1188142943?lang=&edition=full","pubTime":"2022-07-14 08:03","market":"sh","language":"zh","title":"昨夜今晨 | 美国通胀又‘“爆”了！拜登紧急发声","url":"https://stock-news.laohu8.com/highlight/detail?id=1188142943","media":"老虎资讯综合","summary":"摘要：①美国6月CPI创40年新高，隔夜美股收跌；②原油跌破100美元后小幅反弹，黄金收高0.62%；③华尔街已开始预计美联储本月将加息100个基点；④苹果开始试产iPhone 14。海外市场1、CP","content":"<html><head></head><body><blockquote>摘要：①美国6月CPI创40年新高，隔夜美股收跌；②原油跌破100美元后小幅反弹，黄金收高0.62%；③华尔街已开始预计美联储本月将加息100个基点；④<a href=\"https://laohu8.com/S/AAPL\">苹果</a>开始试产iPhone 14。</blockquote><p>海外市场</p><p>1、CPI飙升强化美联储加息预期美股三大指数集体收跌</p><p>美国六月通胀“破9”，美联储加息预期再提速，美股三大指数集体收跌。当日晚间，美股开盘后，一度大幅下挫，盘初纳指一度跌超2%，但随后上演了大逆转，三大指数跌幅明显收窄，纳指一度率先转涨。截至收盘，道琼斯指数跌0.67%，标普500指数跌0.45%，纳斯达克指数跌0.15%。大型科技股涨跌不一，苹果跌0.25%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.37%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.32%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.08%，Meta涨0.13%。</p><p><b>这份“爆表”的通胀数据披露后，压力给到了美联储。CPI公布后的美国利率互换市场显示，美联储7月加息100个基点的概率达到三分之一；另外，美国利率期货显示，美联储将在9月再次加息75个基点的概率升至80%。德意志银行警告称，这将大幅增加美国经济衰退风险，因为更大幅度、更快的加息，会对需求造成更大的冲击。</b></p><p>当晚，美国总统拜登也有发声：通胀“高得不可接受”，但数据是“过时”的，将“尽我所能”降低汽油价格，将给美联储抗击通胀所需的空间。</p><p>2、热门中概股多数收涨<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近3%</p><p>热门中概股多数收涨，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨4.80%，理想汽车涨2.81%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.56%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨1.85%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.24%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨1.05%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨0.74%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.25%；<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.10%。</p><p>3、欧股收盘普跌德国DAX30指数跌1.17%</p><p>欧股收盘普跌，德国DAX30指数跌1.17%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.75%，法国CAC40指数跌0.73%，欧洲斯托克50指数跌0.97%。</p><p>4、原油期货小幅收高 美国天然气期货价格上涨8.5%</p><p>原油期货价格在跌破100美元之后小幅反弹。8月交割的西德州中质原油（WTI）期货价格上涨46美分，涨幅为0.48%，报收于每桶96.30美元。纽约商业交易所8月交割的天然气价格上涨53美分，涨幅为8.5%，收于每百万英热单位6.689美元。</p><p>5、周三纽约黄金期货收高0.62% 美元走低令金价获得支撑</p><p>纽约商业交易所8月交割的黄金期货价格上涨10.70美元，涨幅为0.62%，报收于每盎司1735.50美元。周三公布的6月消费者价格指数远高于预期，一度引发美元进一步上涨，使金价承压。</p><p>国际宏观</p><p>1、美国6月份通胀率跃升至9.1% 加剧了美联储大幅加息的压力</p><p>美国劳工部周三公布的数据显示，6月份的消费者价格指数同比上升9.1%，为1981年结束以来最大涨幅，并且物价普遍上涨。6月份CPI环比升幅为1.3%，为2005年以来最大涨幅，反映出汽油、住房成本和食品价格的上涨。美国6月份通胀超过预期，凸显出物价压力之顽固，料将促使美联储本月晚些时候再次大幅加息。</p><p>2、美联储官员：控制通胀是重中之重 不能排除任何政策行动</p><p>在数据显示美国通胀率6月升至四十年新高后，亚特兰大联邦储备银行行长Raphael Bostic表示，任何政策行动都有可能发生。</p><p>3、75个基点不够看 华尔街已开始预计美联储本月将加息100个基点</p><p>随着美国通胀前景进一步恶化，对美联储本月加息幅度的预测又有了变化。在6月通胀数据公布之前，市场的预期介于50个基点和75个基点之间。然而，由于通胀“破9”，华尔街已经开始猜测美联储将加息100个基点。</p><p>4、美参议院确认巴尔为美联储副主席 华尔街将迎来更严格监管</p><p>美国参议院周三确认对迈克尔·巴尔的提名，出任美联储负责监管的副主席，使得美国总统拜登可以加强对华尔街的监管。作为美联储首席银行监管官，预计巴尔将迅速加强对美国最大银行的日常监管。他还将帮助制定加密货币和应对气候变化的金融监管政策——后者是美国白宫的首要任务。</p><p>5、美联储褐皮书：经济活动适度扩张 部分联储地区看到需求放缓迹象 所有地区均出现价格大幅上涨</p><p>周三发布的美联储褐皮书调查报告称，自5月中旬以来，美国经济活动适度扩张。然而，有几个地区报告了需求放缓的迹象，五个地区的联系人表示担心衰退风险增加，所有地区均出现价格大幅上涨。与上一份报告时类似，报告地区的未来经济增长前景大多为负面。联系人指出，预计未来6至12个月需求将进一步减弱。</p><p>6、手把手给美联储做示范！加拿大央行超预期“前置”加息100基点</p><p>周三刚刚进入美盘时段，环球市场就接连迎来“王炸”级别的事件，继美国六月通胀数据对风险资产展开无差别攻击后，加拿大央行顺势摊牌：超预期加息100个基点，接下来还要继续加码。根据加拿大央行公布的决议，此次调整后该国银行间市场隔夜利率/政策利率一举站上2.5%，令市场大感意外。</p><p>7、美国通胀飙升对制造业工人的生活水平造成了尤为严重的冲击</p><p>美国通胀飙升对制造业工人的生活水平造成了尤为严重的冲击，加剧了中期选举中民主党在关键战场州失利的危险。从历史上看，在选举年，选民们在当年7月对经济的看法已经基本定型，也正因为如此，当前的金融状况会具有特殊的政治影响力。</p><p>8、画饼+甩锅：拜登称通胀数据已成过去时 能源公司要负主要责任</p><p>美国总统拜登发布了关于6月通胀报告的声明。拜登在声明中称这数据令人无法接受，“但它也已经过时了。”他解释道，能源几乎是CPI飙升的近一半动力， 6月中旬以来美国汽油价格下跌了约40美分（每加仑），同时包含小麦在内的商品也大幅大跌，只是今天的通胀数据没有表现出来。</p><p>9、拜登：美国不排除将使用武力作为针对伊朗的最后手段</p><p>正在以色列访问的美国总统拜登在接受当地电视媒体第12频道的采访时表示，美国不排除将使用武力作为针对伊朗的最后手段。</p><p>10、欧盟缓解加里宁格勒僵局 允许受制裁俄罗斯商品通过铁路过境欧盟</p><p>欧盟告诉成员国，不禁止俄罗斯通过铁路运输受制裁的商品。此举可能会平息俄欧在加里宁格勒飞地问题上的紧张关系。 但欧盟也表示，国家当局仍然有权检查——包括铁路货运，受制裁的军用和军民两用物资无论通过何种运输方式均在禁止之列。</p><p>11、乌克兰外交部宣布中断与朝鲜的外交关系</p><p>当地时间13日，乌克兰外交部宣布，由于朝鲜决定承认乌克兰东部两地独立，乌克兰中断与朝鲜的外交关系。据塔斯社报道，当地时间13日，朝鲜副外长在平壤会见俄罗斯驻朝鲜大使，并递交了一份承认顿涅茨克和卢甘斯克独立的照会。</p><p>12、美国暑期出游旺季的汽油需求暴跌 油价上涨的杀伤力超过疫情</p><p>昂贵的汽油正在促使更多美国司机熄火停车，比两年前新冠疫情爆发的影响还要大。<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息管理局的数据显示，美国的汽油需求上周降至806万桶/日，低于2020年同期，是1996年以来的最低季节性水平。</p><p>俄乌局势</p><p>1、俄乌双方就乌粮食出口多项问题达成一致</p><p>当地时间13日，土耳其国防部长阿卡尔表示，当日在伊斯坦布尔举行的乌克兰粮食出口问题四方会谈中，俄乌双方就口岸出入港联合管控、保障中转航线航行安全等技术问题达成一致。此外，各方同意将在伊斯坦布尔建立一个协调中心，并将各自派驻代表参与。阿卡尔透露，下周乌克兰和俄罗斯代表团还将在土耳其再次会面，审查所有细节后再签署相关协议。</p><p>2、俄官员：俄方将考虑在2024年后过境乌克兰向欧洲出口天然气</p><p>据《俄罗斯报》报道，当地时间13日，俄罗斯外交部经济合作司司长德米特里比里切夫斯基表示，在欧洲市场保持需求和乌克兰管道系统安全有效的条件下，俄罗斯将考虑在2024年之后继续过境乌克兰向欧洲出口天然气的可能性。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2251571251\" target=\"_blank\">苹果开始试产iPhone 14 初期销量将高于iPhone 13</a></p><p>知情人士称，苹果已经开始试产iPhone 14，并计划于8月份量产。特别要指出的是，苹果已经告知供应商，iPhone 14上市后的初期销量将高于一年前的iPhone 13。</p><p>2、<a href=\"https://laohu8.com/NW/2251165157\" target=\"_blank\">盖茨宣布向基金会捐200亿美元 计划2026年将支出提高到90亿美元</a></p><p>比尔·盖茨13日通过他的个人博客宣布向基金会捐资200亿美元。比尔及梅琳达·盖茨基金会宣布，计划到2026年将年度赠款支出提高到每年90亿美元，较新冠疫情之前提升50%。</p><p>3、<a href=\"https://laohu8.com/NW/2251163625\" target=\"_blank\">奈飞选择微软作为广告支持服务的合作伙伴</a></p><p>流媒体巨头奈飞和微软周三宣布，奈飞已将微软指定为其广告支持服务的合作伙伴。奈飞联席首席执行官Reed Hastings表示，为客户提供更便宜的选择“很有意义”。</p><p>4、推特：随着继续与修订后的业务需求保持一致可能会继续发生重组和组织变化</p><p>推特表示，随着继续与修订后的业务需求保持一致，可能会继续发生重组和组织变化，不考虑全公司范围的裁员。推特CEO称，2022年6月20日，向马斯克发出了一份正式请求，要求他同意两项定制的员工保留计划；马斯克尚未同意实施两项定制的员工保留计划。</p><p>5、<a href=\"https://laohu8.com/S/PC\">松下</a>将在美国堪萨斯州建立电动电池工厂</p><p>松下将投资数十亿美元在美国堪萨斯州的第二家电动汽车电池工厂，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>供应一种新的高容量电池。到2028年，松下的电动电池产能将在目前每年约50吉瓦时的基础上增加两到四倍。松下表示，将视和歌山工厂的生产盈利情况，再决定是否建设新的生产设施。</p><p>6、美国本周成功试射洛克希德公司高超音速导弹</p><p>美国空军本周成功测试了洛克希德·马丁公司（Lockheed Martin Corp）的高超音速导弹。消息人士表示，美国空军12日在加利福尼亚州海岸成功试射空射快速反应武器（ARRW）助推器。</p><p>7、Contrafect美股盘后跌68%</p><p>Contrafect美股盘后跌68%，该公司称，DSMB建议停止突破性疗法重组裂解酶（Exebacase）的第三阶段临床试验。该疗法用于治疗由耐甲氧西林金黄色葡萄球菌（MRSA）引起的血液感染（菌血症）。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨 | 美国通胀又‘“爆”了！拜登紧急发声</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\">\n昨夜今晨 | 美国通胀又‘“爆”了！拜登紧急发声\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\">2022-07-14 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美国6月CPI创40年新高，隔夜美股收跌；②原油跌破100美元后小幅反弹，黄金收高0.62%；③华尔街已开始预计美联储本月将加息100个基点；④<a href=\"https://laohu8.com/S/AAPL\">苹果</a>开始试产iPhone 14。</blockquote><p>海外市场</p><p>1、CPI飙升强化美联储加息预期美股三大指数集体收跌</p><p>美国六月通胀“破9”，美联储加息预期再提速，美股三大指数集体收跌。当日晚间，美股开盘后，一度大幅下挫，盘初纳指一度跌超2%，但随后上演了大逆转，三大指数跌幅明显收窄，纳指一度率先转涨。截至收盘，道琼斯指数跌0.67%，标普500指数跌0.45%，纳斯达克指数跌0.15%。大型科技股涨跌不一，苹果跌0.25%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.37%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.32%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.08%，Meta涨0.13%。</p><p><b>这份“爆表”的通胀数据披露后，压力给到了美联储。CPI公布后的美国利率互换市场显示，美联储7月加息100个基点的概率达到三分之一；另外，美国利率期货显示，美联储将在9月再次加息75个基点的概率升至80%。德意志银行警告称，这将大幅增加美国经济衰退风险，因为更大幅度、更快的加息，会对需求造成更大的冲击。</b></p><p>当晚，美国总统拜登也有发声：通胀“高得不可接受”，但数据是“过时”的，将“尽我所能”降低汽油价格，将给美联储抗击通胀所需的空间。</p><p>2、热门中概股多数收涨<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近3%</p><p>热门中概股多数收涨，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨4.80%，理想汽车涨2.81%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.56%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨1.85%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.24%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨1.05%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨0.74%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.25%；<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.10%。</p><p>3、欧股收盘普跌德国DAX30指数跌1.17%</p><p>欧股收盘普跌，德国DAX30指数跌1.17%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.75%，法国CAC40指数跌0.73%，欧洲斯托克50指数跌0.97%。</p><p>4、原油期货小幅收高 美国天然气期货价格上涨8.5%</p><p>原油期货价格在跌破100美元之后小幅反弹。8月交割的西德州中质原油（WTI）期货价格上涨46美分，涨幅为0.48%，报收于每桶96.30美元。纽约商业交易所8月交割的天然气价格上涨53美分，涨幅为8.5%，收于每百万英热单位6.689美元。</p><p>5、周三纽约黄金期货收高0.62% 美元走低令金价获得支撑</p><p>纽约商业交易所8月交割的黄金期货价格上涨10.70美元，涨幅为0.62%，报收于每盎司1735.50美元。周三公布的6月消费者价格指数远高于预期，一度引发美元进一步上涨，使金价承压。</p><p>国际宏观</p><p>1、美国6月份通胀率跃升至9.1% 加剧了美联储大幅加息的压力</p><p>美国劳工部周三公布的数据显示，6月份的消费者价格指数同比上升9.1%，为1981年结束以来最大涨幅，并且物价普遍上涨。6月份CPI环比升幅为1.3%，为2005年以来最大涨幅，反映出汽油、住房成本和食品价格的上涨。美国6月份通胀超过预期，凸显出物价压力之顽固，料将促使美联储本月晚些时候再次大幅加息。</p><p>2、美联储官员：控制通胀是重中之重 不能排除任何政策行动</p><p>在数据显示美国通胀率6月升至四十年新高后，亚特兰大联邦储备银行行长Raphael Bostic表示，任何政策行动都有可能发生。</p><p>3、75个基点不够看 华尔街已开始预计美联储本月将加息100个基点</p><p>随着美国通胀前景进一步恶化，对美联储本月加息幅度的预测又有了变化。在6月通胀数据公布之前，市场的预期介于50个基点和75个基点之间。然而，由于通胀“破9”，华尔街已经开始猜测美联储将加息100个基点。</p><p>4、美参议院确认巴尔为美联储副主席 华尔街将迎来更严格监管</p><p>美国参议院周三确认对迈克尔·巴尔的提名，出任美联储负责监管的副主席，使得美国总统拜登可以加强对华尔街的监管。作为美联储首席银行监管官，预计巴尔将迅速加强对美国最大银行的日常监管。他还将帮助制定加密货币和应对气候变化的金融监管政策——后者是美国白宫的首要任务。</p><p>5、美联储褐皮书：经济活动适度扩张 部分联储地区看到需求放缓迹象 所有地区均出现价格大幅上涨</p><p>周三发布的美联储褐皮书调查报告称，自5月中旬以来，美国经济活动适度扩张。然而，有几个地区报告了需求放缓的迹象，五个地区的联系人表示担心衰退风险增加，所有地区均出现价格大幅上涨。与上一份报告时类似，报告地区的未来经济增长前景大多为负面。联系人指出，预计未来6至12个月需求将进一步减弱。</p><p>6、手把手给美联储做示范！加拿大央行超预期“前置”加息100基点</p><p>周三刚刚进入美盘时段，环球市场就接连迎来“王炸”级别的事件，继美国六月通胀数据对风险资产展开无差别攻击后，加拿大央行顺势摊牌：超预期加息100个基点，接下来还要继续加码。根据加拿大央行公布的决议，此次调整后该国银行间市场隔夜利率/政策利率一举站上2.5%，令市场大感意外。</p><p>7、美国通胀飙升对制造业工人的生活水平造成了尤为严重的冲击</p><p>美国通胀飙升对制造业工人的生活水平造成了尤为严重的冲击，加剧了中期选举中民主党在关键战场州失利的危险。从历史上看，在选举年，选民们在当年7月对经济的看法已经基本定型，也正因为如此，当前的金融状况会具有特殊的政治影响力。</p><p>8、画饼+甩锅：拜登称通胀数据已成过去时 能源公司要负主要责任</p><p>美国总统拜登发布了关于6月通胀报告的声明。拜登在声明中称这数据令人无法接受，“但它也已经过时了。”他解释道，能源几乎是CPI飙升的近一半动力， 6月中旬以来美国汽油价格下跌了约40美分（每加仑），同时包含小麦在内的商品也大幅大跌，只是今天的通胀数据没有表现出来。</p><p>9、拜登：美国不排除将使用武力作为针对伊朗的最后手段</p><p>正在以色列访问的美国总统拜登在接受当地电视媒体第12频道的采访时表示，美国不排除将使用武力作为针对伊朗的最后手段。</p><p>10、欧盟缓解加里宁格勒僵局 允许受制裁俄罗斯商品通过铁路过境欧盟</p><p>欧盟告诉成员国，不禁止俄罗斯通过铁路运输受制裁的商品。此举可能会平息俄欧在加里宁格勒飞地问题上的紧张关系。 但欧盟也表示，国家当局仍然有权检查——包括铁路货运，受制裁的军用和军民两用物资无论通过何种运输方式均在禁止之列。</p><p>11、乌克兰外交部宣布中断与朝鲜的外交关系</p><p>当地时间13日，乌克兰外交部宣布，由于朝鲜决定承认乌克兰东部两地独立，乌克兰中断与朝鲜的外交关系。据塔斯社报道，当地时间13日，朝鲜副外长在平壤会见俄罗斯驻朝鲜大使，并递交了一份承认顿涅茨克和卢甘斯克独立的照会。</p><p>12、美国暑期出游旺季的汽油需求暴跌 油价上涨的杀伤力超过疫情</p><p>昂贵的汽油正在促使更多美国司机熄火停车，比两年前新冠疫情爆发的影响还要大。<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息管理局的数据显示，美国的汽油需求上周降至806万桶/日，低于2020年同期，是1996年以来的最低季节性水平。</p><p>俄乌局势</p><p>1、俄乌双方就乌粮食出口多项问题达成一致</p><p>当地时间13日，土耳其国防部长阿卡尔表示，当日在伊斯坦布尔举行的乌克兰粮食出口问题四方会谈中，俄乌双方就口岸出入港联合管控、保障中转航线航行安全等技术问题达成一致。此外，各方同意将在伊斯坦布尔建立一个协调中心，并将各自派驻代表参与。阿卡尔透露，下周乌克兰和俄罗斯代表团还将在土耳其再次会面，审查所有细节后再签署相关协议。</p><p>2、俄官员：俄方将考虑在2024年后过境乌克兰向欧洲出口天然气</p><p>据《俄罗斯报》报道，当地时间13日，俄罗斯外交部经济合作司司长德米特里比里切夫斯基表示，在欧洲市场保持需求和乌克兰管道系统安全有效的条件下，俄罗斯将考虑在2024年之后继续过境乌克兰向欧洲出口天然气的可能性。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2251571251\" target=\"_blank\">苹果开始试产iPhone 14 初期销量将高于iPhone 13</a></p><p>知情人士称，苹果已经开始试产iPhone 14，并计划于8月份量产。特别要指出的是，苹果已经告知供应商，iPhone 14上市后的初期销量将高于一年前的iPhone 13。</p><p>2、<a href=\"https://laohu8.com/NW/2251165157\" target=\"_blank\">盖茨宣布向基金会捐200亿美元 计划2026年将支出提高到90亿美元</a></p><p>比尔·盖茨13日通过他的个人博客宣布向基金会捐资200亿美元。比尔及梅琳达·盖茨基金会宣布，计划到2026年将年度赠款支出提高到每年90亿美元，较新冠疫情之前提升50%。</p><p>3、<a href=\"https://laohu8.com/NW/2251163625\" target=\"_blank\">奈飞选择微软作为广告支持服务的合作伙伴</a></p><p>流媒体巨头奈飞和微软周三宣布，奈飞已将微软指定为其广告支持服务的合作伙伴。奈飞联席首席执行官Reed Hastings表示，为客户提供更便宜的选择“很有意义”。</p><p>4、推特：随着继续与修订后的业务需求保持一致可能会继续发生重组和组织变化</p><p>推特表示，随着继续与修订后的业务需求保持一致，可能会继续发生重组和组织变化，不考虑全公司范围的裁员。推特CEO称，2022年6月20日，向马斯克发出了一份正式请求，要求他同意两项定制的员工保留计划；马斯克尚未同意实施两项定制的员工保留计划。</p><p>5、<a href=\"https://laohu8.com/S/PC\">松下</a>将在美国堪萨斯州建立电动电池工厂</p><p>松下将投资数十亿美元在美国堪萨斯州的第二家电动汽车电池工厂，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>供应一种新的高容量电池。到2028年，松下的电动电池产能将在目前每年约50吉瓦时的基础上增加两到四倍。松下表示，将视和歌山工厂的生产盈利情况，再决定是否建设新的生产设施。</p><p>6、美国本周成功试射洛克希德公司高超音速导弹</p><p>美国空军本周成功测试了洛克希德·马丁公司（Lockheed Martin Corp）的高超音速导弹。消息人士表示，美国空军12日在加利福尼亚州海岸成功试射空射快速反应武器（ARRW）助推器。</p><p>7、Contrafect美股盘后跌68%</p><p>Contrafect美股盘后跌68%，该公司称，DSMB建议停止突破性疗法重组裂解酶（Exebacase）的第三阶段临床试验。该疗法用于治疗由耐甲氧西林金黄色葡萄球菌（MRSA）引起的血液感染（菌血症）。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"513500":"标普500ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF","DXD":"道指两倍做空ETF","CPI":"IQ Real Return ETF","OEX":"标普100","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","BK4504":"桥水持仓","PSQ":"纳指反向ETF","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","BK4581":"高盛持仓","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188142943","content_text":"摘要：①美国6月CPI创40年新高，隔夜美股收跌；②原油跌破100美元后小幅反弹，黄金收高0.62%；③华尔街已开始预计美联储本月将加息100个基点；④苹果开始试产iPhone 14。海外市场1、CPI飙升强化美联储加息预期美股三大指数集体收跌美国六月通胀“破9”，美联储加息预期再提速，美股三大指数集体收跌。当日晚间，美股开盘后，一度大幅下挫，盘初纳指一度跌超2%，但随后上演了大逆转，三大指数跌幅明显收窄，纳指一度率先转涨。截至收盘，道琼斯指数跌0.67%，标普500指数跌0.45%，纳斯达克指数跌0.15%。大型科技股涨跌不一，苹果跌0.25%，微软跌0.37%，谷歌跌2.32%，亚马逊涨1.08%，Meta涨0.13%。这份“爆表”的通胀数据披露后，压力给到了美联储。CPI公布后的美国利率互换市场显示，美联储7月加息100个基点的概率达到三分之一；另外，美国利率期货显示，美联储将在9月再次加息75个基点的概率升至80%。德意志银行警告称，这将大幅增加美国经济衰退风险，因为更大幅度、更快的加息，会对需求造成更大的冲击。当晚，美国总统拜登也有发声：通胀“高得不可接受”，但数据是“过时”的，将“尽我所能”降低汽油价格，将给美联储抗击通胀所需的空间。2、热门中概股多数收涨理想汽车涨近3%热门中概股多数收涨，新东方涨4.80%，理想汽车涨2.81%，京东涨2.56%，小鹏汽车涨1.85%，百度涨1.24%，蔚来涨1.05%，好未来涨0.74%，拼多多涨0.25%；阿里巴巴跌0.10%。3、欧股收盘普跌德国DAX30指数跌1.17%欧股收盘普跌，德国DAX30指数跌1.17%，英国富时100指数跌0.75%，法国CAC40指数跌0.73%，欧洲斯托克50指数跌0.97%。4、原油期货小幅收高 美国天然气期货价格上涨8.5%原油期货价格在跌破100美元之后小幅反弹。8月交割的西德州中质原油（WTI）期货价格上涨46美分，涨幅为0.48%，报收于每桶96.30美元。纽约商业交易所8月交割的天然气价格上涨53美分，涨幅为8.5%，收于每百万英热单位6.689美元。5、周三纽约黄金期货收高0.62% 美元走低令金价获得支撑纽约商业交易所8月交割的黄金期货价格上涨10.70美元，涨幅为0.62%，报收于每盎司1735.50美元。周三公布的6月消费者价格指数远高于预期，一度引发美元进一步上涨，使金价承压。国际宏观1、美国6月份通胀率跃升至9.1% 加剧了美联储大幅加息的压力美国劳工部周三公布的数据显示，6月份的消费者价格指数同比上升9.1%，为1981年结束以来最大涨幅，并且物价普遍上涨。6月份CPI环比升幅为1.3%，为2005年以来最大涨幅，反映出汽油、住房成本和食品价格的上涨。美国6月份通胀超过预期，凸显出物价压力之顽固，料将促使美联储本月晚些时候再次大幅加息。2、美联储官员：控制通胀是重中之重 不能排除任何政策行动在数据显示美国通胀率6月升至四十年新高后，亚特兰大联邦储备银行行长Raphael Bostic表示，任何政策行动都有可能发生。3、75个基点不够看 华尔街已开始预计美联储本月将加息100个基点随着美国通胀前景进一步恶化，对美联储本月加息幅度的预测又有了变化。在6月通胀数据公布之前，市场的预期介于50个基点和75个基点之间。然而，由于通胀“破9”，华尔街已经开始猜测美联储将加息100个基点。4、美参议院确认巴尔为美联储副主席 华尔街将迎来更严格监管美国参议院周三确认对迈克尔·巴尔的提名，出任美联储负责监管的副主席，使得美国总统拜登可以加强对华尔街的监管。作为美联储首席银行监管官，预计巴尔将迅速加强对美国最大银行的日常监管。他还将帮助制定加密货币和应对气候变化的金融监管政策——后者是美国白宫的首要任务。5、美联储褐皮书：经济活动适度扩张 部分联储地区看到需求放缓迹象 所有地区均出现价格大幅上涨周三发布的美联储褐皮书调查报告称，自5月中旬以来，美国经济活动适度扩张。然而，有几个地区报告了需求放缓的迹象，五个地区的联系人表示担心衰退风险增加，所有地区均出现价格大幅上涨。与上一份报告时类似，报告地区的未来经济增长前景大多为负面。联系人指出，预计未来6至12个月需求将进一步减弱。6、手把手给美联储做示范！加拿大央行超预期“前置”加息100基点周三刚刚进入美盘时段，环球市场就接连迎来“王炸”级别的事件，继美国六月通胀数据对风险资产展开无差别攻击后，加拿大央行顺势摊牌：超预期加息100个基点，接下来还要继续加码。根据加拿大央行公布的决议，此次调整后该国银行间市场隔夜利率/政策利率一举站上2.5%，令市场大感意外。7、美国通胀飙升对制造业工人的生活水平造成了尤为严重的冲击美国通胀飙升对制造业工人的生活水平造成了尤为严重的冲击，加剧了中期选举中民主党在关键战场州失利的危险。从历史上看，在选举年，选民们在当年7月对经济的看法已经基本定型，也正因为如此，当前的金融状况会具有特殊的政治影响力。8、画饼+甩锅：拜登称通胀数据已成过去时 能源公司要负主要责任美国总统拜登发布了关于6月通胀报告的声明。拜登在声明中称这数据令人无法接受，“但它也已经过时了。”他解释道，能源几乎是CPI飙升的近一半动力， 6月中旬以来美国汽油价格下跌了约40美分（每加仑），同时包含小麦在内的商品也大幅大跌，只是今天的通胀数据没有表现出来。9、拜登：美国不排除将使用武力作为针对伊朗的最后手段正在以色列访问的美国总统拜登在接受当地电视媒体第12频道的采访时表示，美国不排除将使用武力作为针对伊朗的最后手段。10、欧盟缓解加里宁格勒僵局 允许受制裁俄罗斯商品通过铁路过境欧盟欧盟告诉成员国，不禁止俄罗斯通过铁路运输受制裁的商品。此举可能会平息俄欧在加里宁格勒飞地问题上的紧张关系。 但欧盟也表示，国家当局仍然有权检查——包括铁路货运，受制裁的军用和军民两用物资无论通过何种运输方式均在禁止之列。11、乌克兰外交部宣布中断与朝鲜的外交关系当地时间13日，乌克兰外交部宣布，由于朝鲜决定承认乌克兰东部两地独立，乌克兰中断与朝鲜的外交关系。据塔斯社报道，当地时间13日，朝鲜副外长在平壤会见俄罗斯驻朝鲜大使，并递交了一份承认顿涅茨克和卢甘斯克独立的照会。12、美国暑期出游旺季的汽油需求暴跌 油价上涨的杀伤力超过疫情昂贵的汽油正在促使更多美国司机熄火停车，比两年前新冠疫情爆发的影响还要大。美国能源信息管理局的数据显示，美国的汽油需求上周降至806万桶/日，低于2020年同期，是1996年以来的最低季节性水平。俄乌局势1、俄乌双方就乌粮食出口多项问题达成一致当地时间13日，土耳其国防部长阿卡尔表示，当日在伊斯坦布尔举行的乌克兰粮食出口问题四方会谈中，俄乌双方就口岸出入港联合管控、保障中转航线航行安全等技术问题达成一致。此外，各方同意将在伊斯坦布尔建立一个协调中心，并将各自派驻代表参与。阿卡尔透露，下周乌克兰和俄罗斯代表团还将在土耳其再次会面，审查所有细节后再签署相关协议。2、俄官员：俄方将考虑在2024年后过境乌克兰向欧洲出口天然气据《俄罗斯报》报道，当地时间13日，俄罗斯外交部经济合作司司长德米特里比里切夫斯基表示，在欧洲市场保持需求和乌克兰管道系统安全有效的条件下，俄罗斯将考虑在2024年之后继续过境乌克兰向欧洲出口天然气的可能性。公司新闻1、苹果开始试产iPhone 14 初期销量将高于iPhone 13知情人士称，苹果已经开始试产iPhone 14，并计划于8月份量产。特别要指出的是，苹果已经告知供应商，iPhone 14上市后的初期销量将高于一年前的iPhone 13。2、盖茨宣布向基金会捐200亿美元 计划2026年将支出提高到90亿美元比尔·盖茨13日通过他的个人博客宣布向基金会捐资200亿美元。比尔及梅琳达·盖茨基金会宣布，计划到2026年将年度赠款支出提高到每年90亿美元，较新冠疫情之前提升50%。3、奈飞选择微软作为广告支持服务的合作伙伴流媒体巨头奈飞和微软周三宣布，奈飞已将微软指定为其广告支持服务的合作伙伴。奈飞联席首席执行官Reed Hastings表示，为客户提供更便宜的选择“很有意义”。4、推特：随着继续与修订后的业务需求保持一致可能会继续发生重组和组织变化推特表示，随着继续与修订后的业务需求保持一致，可能会继续发生重组和组织变化，不考虑全公司范围的裁员。推特CEO称，2022年6月20日，向马斯克发出了一份正式请求，要求他同意两项定制的员工保留计划；马斯克尚未同意实施两项定制的员工保留计划。5、松下将在美国堪萨斯州建立电动电池工厂松下将投资数十亿美元在美国堪萨斯州的第二家电动汽车电池工厂，为特斯拉供应一种新的高容量电池。到2028年，松下的电动电池产能将在目前每年约50吉瓦时的基础上增加两到四倍。松下表示，将视和歌山工厂的生产盈利情况，再决定是否建设新的生产设施。6、美国本周成功试射洛克希德公司高超音速导弹美国空军本周成功测试了洛克希德·马丁公司（Lockheed Martin Corp）的高超音速导弹。消息人士表示，美国空军12日在加利福尼亚州海岸成功试射空射快速反应武器（ARRW）助推器。7、Contrafect美股盘后跌68%Contrafect美股盘后跌68%，该公司称，DSMB建议停止突破性疗法重组裂解酶（Exebacase）的第三阶段临床试验。该疗法用于治疗由耐甲氧西林金黄色葡萄球菌（MRSA）引起的血液感染（菌血症）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681084794,"gmtCreate":1656567962320,"gmtModify":1704865231602,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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