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屎奴比
2024-01-02
Hello hello hello new year
屎奴比
2022-12-06
$胜科海事(S51.SI)$
屎奴比
2022-12-01
$胜科海事(S51.SI)$
屎奴比
2022-11-30
good
@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000
屎奴比
2022-11-30
$胜科海事(S51.SI)$
屎奴比
2022-11-26
$胜科海事(S51.SI)$
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屎奴比
2022-11-19
[财迷] [财迷] [财迷] [财迷]
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屎奴比
2022-11-10
[财迷] [财迷] [财迷]
英国央行首席经济学家承认:疫情QE是个错误,印钞导致通胀狂飙
屎奴比
2022-11-06
[财迷] [财迷] [财迷] [财迷]
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屎奴比
2022-11-06
[财迷] [财迷] [财迷] [财迷]
方星海:推动企业境外上市制度改革落地实施,支持各类企业依法依规赴境外上市
屎奴比
2022-11-01
r
屎奴比
2022-10-30
[财迷] [财迷] [财迷] [财迷]
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屎奴比
2022-10-29
r
屎奴比
2022-10-28
r
屎奴比
2022-10-26
[财迷]
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屎奴比
2022-10-26
[财迷]
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屎奴比
2022-10-24
[财迷]
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屎奴比
2022-10-23
[财迷]
中金公司:美债2022=石油2020?
屎奴比
2022-10-18
[微笑]
@报告财经:【報告財經|NFT電子書初創公司Book.io獲貝塔斯曼子公司BDMI投資】10 月 18 日,既本月初完成圖書發行商 Ingram Content Group 獨家投資的種子輪融資後,NFT 電子書初創公司 Book.io 宣佈又完成一筆新融資交易,投資方爲貝塔斯曼旗下子公司 BDMI,具體金額暫未對外披露。Book.io 首席執行官 Joshua Stone 表示,除了獲得資金支持之外,他們還將與 BDMI 建立「一種合作伙伴關係」,拓展除 NFT 電子書之外的創新產品,比如有聲讀物和其他類型的數字媒體。Book.io 於 2022 年 7 月 20 日開始其首次圖書銷售,二級市場銷售總額已超過 50 萬美元,其中單本收藏電子書售價超過 4000 美元。
屎奴比
2022-09-09
$FORTRESS MINERALS LIMITED(OAJ.SI)$
D
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hello hello new year","listText":"Hello hello hello new year","text":"Hello hello hello new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258650396889184","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967204469,"gmtCreate":1670329975452,"gmtModify":1676538345135,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$ </a><v-v 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While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every 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xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966178392","isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961910397,"gmtCreate":1668817926719,"gmtModify":1676538116984,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961910397","repostId":"1132969598","repostType":4,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960044335,"gmtCreate":1668038225828,"gmtModify":1676538001328,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960044335","repostId":"2282908517","repostType":4,"repost":{"id":"2282908517","kind":"highlight","pubTimestamp":1668037515,"share":"https://ttm.financial/m/news/2282908517?lang=&edition=fundamental","pubTime":"2022-11-10 07:45","market":"us","language":"zh","title":"英国央行首席经济学家承认:疫情QE是个错误,印钞导致通胀狂飙","url":"https://stock-news.laohu8.com/highlight/detail?id=2282908517","media":"华尔街见闻","summary":"英国政策制定者第一次承认央行的货币政策可能助长了通胀危机。","content":"<html><head></head><body><blockquote>英国央行首席经济学家承认,在疫情期间执行QE是个错误,印钞导致英国通胀狂飙。</blockquote><p>英国央行首席经济学家Huw Pill周二在上议院经济事务委员会做证时表示,英国目前的高通胀主要是由欧洲天然气价格飙涨造成的。但其同时承认,英国央行疫情期间4500亿英镑的量化宽松政策也是助长通胀的重要因素:</p><blockquote>相对于供应的破坏,需求的破坏受到过度的强调,这可能意味着对需求的支持高于应有的水平。</blockquote><p><b>Pill的表态意味着政策制定者第一次承认央行的货币政策可能助长了通胀危机。</b>最新数据显示,英国9月CPI同比增幅达到惊人的10.1%,远高于央行2%的目标。</p><p>但Pill同时反驳了现任英国上议院经济事务委员会委员、前英国央行行长Mervyn King关于英国央行升息的观点,后者认为英国央行上周将利率提升75个基点至3%仍远不足以控制通胀。</p><p>Pill强调,英国央行的最新预测清楚地表明,政策制定者可能会在未来的会议上继续加息,但其同时认为近期市场对明年基准利率达到5.25%的预期有些过头了。这与其上周五的观点基本一致。</p><p>Pill在上周五接受媒体采访时表示,英国央行仍然致力于实现其降低通胀的“关键目标”,但希望市场将“重新调整”其利率预期。英国央行既要降通胀,又不要“过度”加息。“实现这种加息和通胀的平衡,是我们对市场释放的关键信息。”</p></body></html>","source":"wallstreetcn_api","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>英国央行首席经济学家承认:疫情QE是个错误,印钞导致通胀狂飙</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英国央行首席经济学家承认:疫情QE是个错误,印钞导致通胀狂飙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 07:45 北京时间 <a href=https://wallstreetcn.com/articles/3674543><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国央行首席经济学家承认,在疫情期间执行QE是个错误,印钞导致英国通胀狂飙。英国央行首席经济学家Huw Pill周二在上议院经济事务委员会做证时表示,英国目前的高通胀主要是由欧洲天然气价格飙涨造成的。但其同时承认,英国央行疫情期间4500亿英镑的量化宽松政策也是助长通胀的重要因素:相对于供应的破坏,需求的破坏受到过度的强调,这可能意味着对需求的支持高于应有的水平。Pill的表态意味着政策制定者...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674543\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4615733226f74d6518f8376a6cf9fb9c","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3674543","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282908517","content_text":"英国央行首席经济学家承认,在疫情期间执行QE是个错误,印钞导致英国通胀狂飙。英国央行首席经济学家Huw Pill周二在上议院经济事务委员会做证时表示,英国目前的高通胀主要是由欧洲天然气价格飙涨造成的。但其同时承认,英国央行疫情期间4500亿英镑的量化宽松政策也是助长通胀的重要因素:相对于供应的破坏,需求的破坏受到过度的强调,这可能意味着对需求的支持高于应有的水平。Pill的表态意味着政策制定者第一次承认央行的货币政策可能助长了通胀危机。最新数据显示,英国9月CPI同比增幅达到惊人的10.1%,远高于央行2%的目标。但Pill同时反驳了现任英国上议院经济事务委员会委员、前英国央行行长Mervyn King关于英国央行升息的观点,后者认为英国央行上周将利率提升75个基点至3%仍远不足以控制通胀。Pill强调,英国央行的最新预测清楚地表明,政策制定者可能会在未来的会议上继续加息,但其同时认为近期市场对明年基准利率达到5.25%的预期有些过头了。这与其上周五的观点基本一致。Pill在上周五接受媒体采访时表示,英国央行仍然致力于实现其降低通胀的“关键目标”,但希望市场将“重新调整”其利率预期。英国央行既要降通胀,又不要“过度”加息。“实现这种加息和通胀的平衡,是我们对市场释放的关键信息。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984587839,"gmtCreate":1667693188621,"gmtModify":1676537951703,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷] 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984587378","repostId":"1156722685","repostType":4,"repost":{"id":"1156722685","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":1667615253,"share":"https://ttm.financial/m/news/1156722685?lang=&edition=fundamental","pubTime":"2022-11-05 10:27","market":"us","language":"zh","title":"方星海:推动企业境外上市制度改革落地实施,支持各类企业依法依规赴境外上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1156722685","media":"老虎资讯综合","summary":"11月5日电,证监会副主席方星海在第五届虹桥国际经济论坛“中国资本市场高质量对外开放”分论坛上的致辞表示,将不断完善相关制度安排,进一步便利境内外投资者跨境投资,更好支持企业跨境融资发展。健全GDR、","content":"<html><head></head><body><p>11月5日电,证监会副主席方星海在第五届虹桥国际经济论坛“<a href=\"https://laohu8.com/S/00170\">中国资本</a>市场高质量对外开放”分论坛上的致辞表示,将不断完善相关制度安排,进一步便利境内外投资者跨境投资,更好支持企业跨境融资发展。健全GDR、CDR发行等市场互联互通机制,推动企业境外上市制度改革落地实施,支持各类企业依法依规赴境外上市。加强内地与香港资本市场务实合作,扩大沪深港通股票标的,将更多A股上市公司纳入,支持香港推出人民币股票交易柜台,支持和协同港方在香港推出国债期货,实现两地优势互补、协同发展。</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>方星海:推动企业境外上市制度改革落地实施,支持各类企业依法依规赴境外上市</title>\n<style 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10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月5日电,证监会副主席方星海在第五届虹桥国际经济论坛“<a href=\"https://laohu8.com/S/00170\">中国资本</a>市场高质量对外开放”分论坛上的致辞表示,将不断完善相关制度安排,进一步便利境内外投资者跨境投资,更好支持企业跨境融资发展。健全GDR、CDR发行等市场互联互通机制,推动企业境外上市制度改革落地实施,支持各类企业依法依规赴境外上市。加强内地与香港资本市场务实合作,扩大沪深港通股票标的,将更多A股上市公司纳入,支持香港推出人民币股票交易柜台,支持和协同港方在香港推出国债期货,实现两地优势互补、协同发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"HTSC.UK":"华泰证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156722685","content_text":"11月5日电,证监会副主席方星海在第五届虹桥国际经济论坛“中国资本市场高质量对外开放”分论坛上的致辞表示,将不断完善相关制度安排,进一步便利境内外投资者跨境投资,更好支持企业跨境融资发展。健全GDR、CDR发行等市场互联互通机制,推动企业境外上市制度改革落地实施,支持各类企业依法依规赴境外上市。加强内地与香港资本市场务实合作,扩大沪深港通股票标的,将更多A股上市公司纳入,支持香港推出人民币股票交易柜台,支持和协同港方在香港推出国债期货,实现两地优势互补、协同发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985947397,"gmtCreate":1667304563919,"gmtModify":1676537894644,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"r","listText":"r","text":"r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985947397","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982979097,"gmtCreate":1667091560119,"gmtModify":1676537858585,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[财迷] 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","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981878626","repostId":"1130690374","repostType":4,"repost":{"id":"1130690374","kind":"news","pubTimestamp":1666672819,"share":"https://ttm.financial/m/news/1130690374?lang=&edition=fundamental","pubTime":"2022-10-25 12:40","market":"us","language":"zh","title":"中金公司:美债2022=石油2020?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130690374","media":"中金点睛","summary":"美债利率大幅下行是大概率事件。","content":"<html><head></head><body><blockquote><b>中金认为,目前美债市场可能已经接近定价“失灵”的边缘,这与2020年4月的石油形势类似,市场已经把当前宏观环境的定价打到极致,而未来形势逆转的可能性较高,美债利率大幅下行是大概率事件。</b></blockquote><p>文/中金大类资产研究:李昭 齐伟 杨晓卿 王汉锋</p><p><b>美债市场流动性已接近2020年3月市场“失灵”时的水平</b></p><p>近日十年期美债利率盘中一度越过4.3%,引发市场关注。我们认为利率定价已经明显脱离均衡价格,受到以下几个因素影响:</p><p><b>1)债券市场流动性过差。</b>目前美联储账户上仍有2万亿美元隔夜逆回购,市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大,同时美债存量增加导致做市商交易困难,美债市场存在严重流动性问题。</p><p>可以用债券定价误差来衡量流动性:把市场上所有美债的久期定价模型的定价误差汇总,这个误差越大,说明市场上的定价扭曲越严重,市场流动性越差。</p><p>定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平,当时美联储被迫介入开始“无限量QE”,恢复债券市场正常运行。</p><p>目前美债市场可能已经接近定价“失灵”的边缘,即使投资者认为利率明显偏离合理价格,也不敢逆市加仓交易。</p><p>图表:美债市场流动性已接近2020年3月市场“失灵”时的水平</p><p><img src=\"https://static.tigerbbs.com/01e1bbae6ca2f1267f2a9d51f869a9b8\" tg-width=\"816\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p>图表:美联储账户上仍有2万亿美元规模隔夜逆回购<img src=\"https://static.tigerbbs.com/17fc7ab848330686a233a34f627c3fba\" tg-width=\"841\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/>资料来源:Haver Analytics,中金公司研究部</p><p>图表:近期美债市场波动性过高</p><p><img src=\"https://static.tigerbbs.com/3fe1703f36e6de9e8c690ecbc1be3fc2\" tg-width=\"829\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p>图表:期货市场预期加息终点接近5%<img src=\"https://static.tigerbbs.com/8fd72d6c195ffadcf706bac9f98da2e6\" tg-width=\"772\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p><b>2)英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草</b>,英国债市直接崩盘,养老金出现偿付危机,全球市场联动波及美债。受流动性偏低制约,虽然目前英国风险已经大幅缓解,美债利率并没有对基本面变化有明显反映。</p><p><b>3)美国8-9月份CPI通胀超出预期</b>,美联储维持鹰派表态,市场预期加息的终点一度接近5%,形成“通胀恐慌”。</p><p><b>2022年的美债行情与2020年的石油行情有相似之处</b></p><p>在全球大类资产中,上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击,石油需求大幅削减,油价断崖式下跌。由于石油是具有确定工业价值的资源品,并且疫情的负面冲击终将过去,只要下跌幅度足够大,理应提供确定性上涨机会。</p><p>2020年3月,市场定价已把当时的困境演绎到极致,而未来形势反转又无悬念,因此投资者选择在油价低位“抄底”。但意外发生,储油能力出现暂时性短缺,交割机制导致油价彻底脱离基本面,WTI石油期货价格4月份跌至-37美元每桶,给投资者造成损失。</p><p>事后来看,选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确,未来2年油价从负数快速上涨到130美元,是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析,会错过这波十年一遇的石油超级周期。</p><p>图表:WTI原油价格2020年一度跌至-37美元/桶<img src=\"https://static.tigerbbs.com/daba71b7434bf85b738a81b3dc6446a8\" tg-width=\"795\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p>图表:过去两年内,石油是全球大类资产中表现最亮眼的资产(美元计价,全收益回报率)<img src=\"https://static.tigerbbs.com/8a1dee1eb7c5dfd6961744e8398da207\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>资料来源:Wind,Bloomberg,中金公司研究部</p><p>2022年10月的美债形势与2020年4月的石油形势类似,市场已经把当前宏观环境的定价打到极致,而未来形势逆转的可能性较高。</p><p>当前看,通胀居高不下,联储激进紧缩,理应推高利率。但即使假设联储加息至4.8%停止,十年期美债利率均衡价格也仅为3.2%,市场定价已经高于均衡价格接近100bp。</p><p>往前看,美国经济进入衰退已成定局,经济放缓将带来通胀明显改善,我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债,也会承受较多损失。</p><p>过去2个月我们对美债市场走势的预测出现较大偏差,但参考2020年的经验,<b>我们认为不宜过度追随趋势而忽视基本面分析的信号。</b></p><p>图表:假设联储加息终点在4.8%,十年期美债利率2022年底的均衡价格在3.2%左右<img src=\"https://static.tigerbbs.com/833929fa8e4b3e0f1b1737570137f9a5\" tg-width=\"842\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p><b>美债利率预测,我们看对了什么,看错了什么,学到了什么</b></p><p>我们于2021年12月预测2022年美债利率大幅上行,2022年4月预测利率双向波动,6月预测利率大幅回落,随后转为中性,至此我们对于市场形势的预测基本兑现。</p><p>但9月份以来,我们没有预测到美债利率从3%骤升至4.3%,主要由于没有充分考虑“非线性”与“小概率”事件的影响:</p><p>图表:我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势,但没有预测到美债利率冲高到4%以上<img src=\"https://static.tigerbbs.com/3e6c25f6fe73d99757f5ed5f75b075a7\" tg-width=\"833\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p>首先,美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上,隐含假设是数据的领先滞后关系可以根据历史规律线性外推,但近期通胀上涨幅度超出模型预测。</p><p>其次,我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识,但这一假设受到挑战,英国政策黑天鹅事件最终冲垮了美欧国债市场。</p><p>吸取过去两个月的经验,我们认为疫情后世界的“非线性”需要更多关注,我们的基本面分析只能得出资产价格的平均路径与终点价格,但非线性事件可能使资产价格波动增大,完全可以大幅脱离均衡价格,并且需要更长的时间收敛至均衡价格。</p><p><b>因此,虽然我们维持十年期美债利率下行至3%的预测不变,但将观点兑现的时间延长至2022Q4-2023Q1。</b></p><p><b>预测资产价格需要关注新的非线性事件——金融市场风险</b></p><p>10月份以前,大部分的非线性事件都推高美债利率,现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀,但是可能无法接受金融市场紊乱与金融危机。</p><p>本次加息周期速度快于历史上大部分加息周期,但当前金融市场的复杂程度远远超过几十年以前,一些机构与市场可能难以适应突如其来的高利率环境。</p><p>以英国危机为例,在英债崩盘后,暴露了养老金LDI投资的杠杆率问题,英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题,金融市场震荡后政策应对也可能接近英国央行的选择。</p><p>目前除美债市场运行已经暴露问题以外,我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上,近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险,并有可能在12月美联储会议上放慢加息速度。</p><p>尽管并非基准情景,但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡,但最终下行幅度可能超出预期。</p><p>图表:本次加息周期速度快于历史上大部分加息周期<img src=\"https://static.tigerbbs.com/069d60f2e3758a0a52d29b94446fa19e\" tg-width=\"834\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p><p>图表:英国宣布购债计划后英国长端利率急跌<img src=\"https://static.tigerbbs.com/5e93df97be61997498ed3e69b299ae65\" tg-width=\"836\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/>资料来源:Bloomberg,中金公司研究部</p></body></html>","source":"zjdj","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>中金公司:美债2022=石油2020?</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中金公司:美债2022=石油2020?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 12:40 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金认为,目前美债市场可能已经接近定价“失灵”的边缘,这与2020年4月的石油形势类似,市场已经把当前宏观环境的定价打到极致,而未来形势逆转的可能性较高,美债利率大幅下行是大概率事件。文/中金大类资产研究:李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%,引发市场关注。我们认为利率定价已经明显脱离均衡价格,受到以下几个因素影响:...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130690374","content_text":"中金认为,目前美债市场可能已经接近定价“失灵”的边缘,这与2020年4月的石油形势类似,市场已经把当前宏观环境的定价打到极致,而未来形势逆转的可能性较高,美债利率大幅下行是大概率事件。文/中金大类资产研究:李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%,引发市场关注。我们认为利率定价已经明显脱离均衡价格,受到以下几个因素影响:1)债券市场流动性过差。目前美联储账户上仍有2万亿美元隔夜逆回购,市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大,同时美债存量增加导致做市商交易困难,美债市场存在严重流动性问题。可以用债券定价误差来衡量流动性:把市场上所有美债的久期定价模型的定价误差汇总,这个误差越大,说明市场上的定价扭曲越严重,市场流动性越差。定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平,当时美联储被迫介入开始“无限量QE”,恢复债券市场正常运行。目前美债市场可能已经接近定价“失灵”的边缘,即使投资者认为利率明显偏离合理价格,也不敢逆市加仓交易。图表:美债市场流动性已接近2020年3月市场“失灵”时的水平资料来源:Bloomberg,中金公司研究部图表:美联储账户上仍有2万亿美元规模隔夜逆回购资料来源:Haver Analytics,中金公司研究部图表:近期美债市场波动性过高资料来源:Bloomberg,中金公司研究部图表:期货市场预期加息终点接近5%资料来源:Bloomberg,中金公司研究部2)英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草,英国债市直接崩盘,养老金出现偿付危机,全球市场联动波及美债。受流动性偏低制约,虽然目前英国风险已经大幅缓解,美债利率并没有对基本面变化有明显反映。3)美国8-9月份CPI通胀超出预期,美联储维持鹰派表态,市场预期加息的终点一度接近5%,形成“通胀恐慌”。2022年的美债行情与2020年的石油行情有相似之处在全球大类资产中,上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击,石油需求大幅削减,油价断崖式下跌。由于石油是具有确定工业价值的资源品,并且疫情的负面冲击终将过去,只要下跌幅度足够大,理应提供确定性上涨机会。2020年3月,市场定价已把当时的困境演绎到极致,而未来形势反转又无悬念,因此投资者选择在油价低位“抄底”。但意外发生,储油能力出现暂时性短缺,交割机制导致油价彻底脱离基本面,WTI石油期货价格4月份跌至-37美元每桶,给投资者造成损失。事后来看,选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确,未来2年油价从负数快速上涨到130美元,是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析,会错过这波十年一遇的石油超级周期。图表:WTI原油价格2020年一度跌至-37美元/桶资料来源:Bloomberg,中金公司研究部图表:过去两年内,石油是全球大类资产中表现最亮眼的资产(美元计价,全收益回报率)资料来源:Wind,Bloomberg,中金公司研究部2022年10月的美债形势与2020年4月的石油形势类似,市场已经把当前宏观环境的定价打到极致,而未来形势逆转的可能性较高。当前看,通胀居高不下,联储激进紧缩,理应推高利率。但即使假设联储加息至4.8%停止,十年期美债利率均衡价格也仅为3.2%,市场定价已经高于均衡价格接近100bp。往前看,美国经济进入衰退已成定局,经济放缓将带来通胀明显改善,我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债,也会承受较多损失。过去2个月我们对美债市场走势的预测出现较大偏差,但参考2020年的经验,我们认为不宜过度追随趋势而忽视基本面分析的信号。图表:假设联储加息终点在4.8%,十年期美债利率2022年底的均衡价格在3.2%左右资料来源:Bloomberg,中金公司研究部美债利率预测,我们看对了什么,看错了什么,学到了什么我们于2021年12月预测2022年美债利率大幅上行,2022年4月预测利率双向波动,6月预测利率大幅回落,随后转为中性,至此我们对于市场形势的预测基本兑现。但9月份以来,我们没有预测到美债利率从3%骤升至4.3%,主要由于没有充分考虑“非线性”与“小概率”事件的影响:图表:我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势,但没有预测到美债利率冲高到4%以上资料来源:Bloomberg,中金公司研究部首先,美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上,隐含假设是数据的领先滞后关系可以根据历史规律线性外推,但近期通胀上涨幅度超出模型预测。其次,我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识,但这一假设受到挑战,英国政策黑天鹅事件最终冲垮了美欧国债市场。吸取过去两个月的经验,我们认为疫情后世界的“非线性”需要更多关注,我们的基本面分析只能得出资产价格的平均路径与终点价格,但非线性事件可能使资产价格波动增大,完全可以大幅脱离均衡价格,并且需要更长的时间收敛至均衡价格。因此,虽然我们维持十年期美债利率下行至3%的预测不变,但将观点兑现的时间延长至2022Q4-2023Q1。预测资产价格需要关注新的非线性事件——金融市场风险10月份以前,大部分的非线性事件都推高美债利率,现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀,但是可能无法接受金融市场紊乱与金融危机。本次加息周期速度快于历史上大部分加息周期,但当前金融市场的复杂程度远远超过几十年以前,一些机构与市场可能难以适应突如其来的高利率环境。以英国危机为例,在英债崩盘后,暴露了养老金LDI投资的杠杆率问题,英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题,金融市场震荡后政策应对也可能接近英国央行的选择。目前除美债市场运行已经暴露问题以外,我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上,近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险,并有可能在12月美联储会议上放慢加息速度。尽管并非基准情景,但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡,但最终下行幅度可能超出预期。图表:本次加息周期速度快于历史上大部分加息周期资料来源:Bloomberg,中金公司研究部图表:英国宣布购债计划后英国长端利率急跌资料来源:Bloomberg,中金公司研究部","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989743527,"gmtCreate":1666097641270,"gmtModify":1676537705341,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989743527","repostId":"662077932","repostType":1,"repost":{"id":662077932,"gmtCreate":1666097363130,"gmtModify":1676537705333,"author":{"id":"3467720335878530","authorId":"3467720335878530","name":"报告财经","avatar":"https://static.tigerbbs.com/203f2436005c0b2a84a49f934dc19921","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467720335878530","authorIdStr":"3467720335878530"},"themes":[],"htmlText":"【報告財經|NFT電子書初創公司Book.io獲貝塔斯曼子公司BDMI投資】10 月 18 日,既本月初完成圖書發行商 Ingram Content Group 獨家投資的種子輪融資後,NFT 電子書初創公司 Book.io 宣佈又完成一筆新融資交易,投資方爲貝塔斯曼旗下子公司 BDMI,具體金額暫未對外披露。Book.io 首席執行官 Joshua Stone 表示,除了獲得資金支持之外,他們還將與 BDMI 建立「一種合作伙伴關係」,拓展除 NFT 電子書之外的創新產品,比如有聲讀物和其他類型的數字媒體。Book.io 於 2022 年 7 月 20 日開始其首次圖書銷售,二級市場銷售總額已超過 50 萬美元,其中單本收藏電子書售價超過 4000 美元。","listText":"【報告財經|NFT電子書初創公司Book.io獲貝塔斯曼子公司BDMI投資】10 月 18 日,既本月初完成圖書發行商 Ingram Content Group 獨家投資的種子輪融資後,NFT 電子書初創公司 Book.io 宣佈又完成一筆新融資交易,投資方爲貝塔斯曼旗下子公司 BDMI,具體金額暫未對外披露。Book.io 首席執行官 Joshua Stone 表示,除了獲得資金支持之外,他們還將與 BDMI 建立「一種合作伙伴關係」,拓展除 NFT 電子書之外的創新產品,比如有聲讀物和其他類型的數字媒體。Book.io 於 2022 年 7 月 20 日開始其首次圖書銷售,二級市場銷售總額已超過 50 萬美元,其中單本收藏電子書售價超過 4000 美元。","text":"【報告財經|NFT電子書初創公司Book.io獲貝塔斯曼子公司BDMI投資】10 月 18 日,既本月初完成圖書發行商 Ingram Content Group 獨家投資的種子輪融資後,NFT 電子書初創公司 Book.io 宣佈又完成一筆新融資交易,投資方爲貝塔斯曼旗下子公司 BDMI,具體金額暫未對外披露。Book.io 首席執行官 Joshua Stone 表示,除了獲得資金支持之外,他們還將與 BDMI 建立「一種合作伙伴關係」,拓展除 NFT 電子書之外的創新產品,比如有聲讀物和其他類型的數字媒體。Book.io 於 2022 年 7 月 20 日開始其首次圖書銷售,二級市場銷售總額已超過 50 萬美元,其中單本收藏電子書售價超過 4000 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07:21","market":"us","language":"zh","title":"Gurman:苹果没有和保时捷在汽车上合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2220018708","media":"智通财经","summary":"【Gurman:苹果没有和保时捷在汽车上合作】据报道,德国汽车制造商保时捷的CEO在今日的年度新闻发布会上表示,已与苹果公司讨论了合作项目。保时捷CEO Oliver Blume表示,该公司已与苹果公...","content":"<html><head></head><body><p>据报道,德国汽车制造商保时捷的CEO在今日的年度新闻发布会上表示,已与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司讨论了合作项目。保时捷CEO Oliver Blume表示,该公司已与苹果公司讨论了“令人兴奋的共同项目”,但尚未决定是否继续进行。对于这件事,网友纷纷猜测苹果是不是要跟保时捷合作生产自己的Apple Car,而MarkGurman透露称,他至少目前没有看到过苹果跟保时捷在造车领域进行合作的迹象,他所了解的苹果汽车包括:使用iPhone控制空调、座椅、收音机等车载设备。</p></body></html>","source":"stock_eastmoney","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\" 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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\">\nGurman:苹果没有和保时捷在汽车上合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 07:21 北京时间 <a href=http://global.eastmoney.com/a/202203192315828649.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道,德国汽车制造商保时捷的CEO在今日的年度新闻发布会上表示,已与苹果公司讨论了合作项目。保时捷CEO Oliver Blume表示,该公司已与苹果公司讨论了“令人兴奋的共同项目”,但尚未决定是否继续进行。对于这件事,网友纷纷猜测苹果是不是要跟保时捷合作生产自己的Apple Car,而MarkGurman透露称,他至少目前没有看到过苹果跟保时捷在造车领域进行合作的迹象,他所了解的苹果汽车包括:...</p>\n\n<a href=\"http://global.eastmoney.com/a/202203192315828649.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"BK4566":"资本集团","BK4575":"芯片概念","AAPL":"苹果","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://global.eastmoney.com/a/202203192315828649.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220018708","content_text":"据报道,德国汽车制造商保时捷的CEO在今日的年度新闻发布会上表示,已与苹果公司讨论了合作项目。保时捷CEO Oliver Blume表示,该公司已与苹果公司讨论了“令人兴奋的共同项目”,但尚未决定是否继续进行。对于这件事,网友纷纷猜测苹果是不是要跟保时捷合作生产自己的Apple Car,而MarkGurman透露称,他至少目前没有看到过苹果跟保时捷在造车领域进行合作的迹象,他所了解的苹果汽车包括:使用iPhone控制空调、座椅、收音机等车载设备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967204469,"gmtCreate":1670329975452,"gmtModify":1676538345135,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$胜科海事(S51.SI)$ </a><v-v 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984587378","repostId":"1156722685","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988669991,"gmtCreate":1666744393813,"gmtModify":1676537798603,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988669991","repostId":"1184763379","repostType":4,"repost":{"id":"1184763379","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":1666742705,"share":"https://ttm.financial/m/news/1184763379?lang=&edition=fundamental","pubTime":"2022-10-26 08:05","market":"hk","language":"zh","title":"昨夜今晨 | 美元指数大跳水!财报不及预期,微软等科技巨头盘后重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1184763379","media":"老虎资讯综合","summary":"摘要:欧美股市持续走高,美股3连涨,中概股集体反弹;两年来首次,美国得州天然气价格跌至负值;反对加息的声音愈加尖锐,意大利新总理首次重要讲话直指欧洲央行。海外市场1、美股大幅收高日线三连涨 纳指涨逾2","content":"<html><head></head><body><blockquote>摘要:欧美股市持续走高,美股3连涨,中概股集体反弹;两年来首次,美国得州天然气价格跌至负值;反对加息的声音愈加尖锐,意大利新总理首次重要讲话直指欧洲央行。</blockquote><p><img src=\"https://static.tigerbbs.com/def3e9ad3d743bfc5a60e09099533931\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>海外市场</p><p>1、美股大幅收高日线三连涨 纳指涨逾2%</p><p>欧美经济数据不佳,市场对欧美央行鸽派转向的呼声越来越高,美股周二收高,科技股领涨。投资者关注大型科技公司的财报,以判断美国经济的健康状况。Alphabet和<a href=\"https://laohu8.com/S/MSFT\">微软</a>将在周二收盘后公布财报。美参院就美联储的加息行动发出警告。截至收盘,纳斯达克指数涨幅为2.25%;道琼斯指数涨幅为1.07%;标普500指数涨幅为1.63%。</p><p>大型科技股悉数收涨,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.93%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.65%,Meta涨6.01%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.91%,微软涨1.38%,奈飞涨3.03%。银行股集体上涨,<a href=\"https://laohu8.com/S/C\">花旗</a>涨超2%,<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>涨超1%,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>小幅上涨。</p><p>但盘后谷歌三季度营收和盈利均逊于预期,盘后跌6%。微软三季度营收和盈利超预期,但PC业务放缓令净盈利同比下跌,盘后跌7%。二者拖累纳指100盘后一度跌2%。亚马逊、Meta盘后跌4%,苹果盘后跌1%。</p><p>2、热门中概股多数收高<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超8%</p><p>热门中概股集体反弹,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.11%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.03%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨6.91%,哔哩哔哩涨8.05%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.83%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨10.03%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨1.85%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨0.55%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨9.45%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨6.14%,满帮涨5.25%。</p><p>3、欧股主要指数上涨 法国CAC40指数收涨1.94%</p><p>欧股主要指数周二收盘多数上涨,德国DAX30指数涨0.94%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.01%,法国CAC40指数涨1.94%,欧洲斯托克50指数涨1.64%。</p><p>4、周二美国WTI原油收高0.9% 天然气大涨8%</p><p>周二纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨74美分,涨幅为0.9%,报收于每桶85.32美元。</p><p>11月天然气期货上周暴跌23%之后录得连续第二个交易日上涨,周二收盘上涨41美分,涨幅为8%,报收于每百万英热单位5.6130美元。</p><p>5、纽约黄金期货价格周二收高0.2%</p><p>纽约商品交易所12月黄金期货上涨3.90美元,涨幅为0.2%,报收于每盎司1658.00美元。美元走软、美债收益率下跌,令金价得到支撑。</p><p>国际宏观</p><p>1、重大利好!美元指数突然大跳水 欧美股债狂飙</p><p>周二晚间,美国和欧洲市场的国债开始大反攻,欧洲主要国家的10年期国债收益率普遍暴跌4%以上。美股开盘后,全线大涨,欧股也跟随拉升,美元指数却大跳水。国债上涨+美元杀跌,对于全球权益市场就是重大利好。</p><p>虽然权益有各种空袭,但国债市场却在发生变化,此前暴跌的欧美国债市场最近几天似乎有筑顶的意思。</p><p>首先美国10年期国债,该品种收益率已经脱离4.3%的高位,出现明显下行。其次欧洲国债市场,本周二,欧洲主要国家的10年期国债收益率几乎全线杀跌,这意味着这些国债周二受到了多头的强烈追捧。</p><p>2、华尔街银行家发出警告:看到了更黑暗的经济前景和地缘政治风险</p><p>当地时间周二,第六届“未来投资倡议”大会在沙特首都利雅得开幕,在会议上,华尔街顶级银行家们发出了一连串警告,他们称随着地缘政治风险的不断升级,经济前景愈发黯淡,美国和欧洲出现衰退的可能性越来越大。</p><p>高盛集团首席执行官大卫·所罗门指出,随着美联储明确表示将提高利率路径目标,经济环境从现在开始将“显著收紧”,在通胀根深蒂固的经济情形下,如果经济不真正放缓,很难摆脱通胀。</p><p>摩根大通首席执行官戴蒙则在发言时指出,围绕俄乌冲突和其他地方的地缘政治是他最关心的问题。</p><p>摩根士丹利国际业务主管弗兰克·佩蒂加斯表示,毫无疑问,2023年看起来风险有点大,可以相当有把握地说,美国很可能不会实现经济软着陆。</p><p>3、联储狂加息、物价没好转:美国消费者信心指数临近中期选举又回落</p><p>美国最新公布的一项消费者信心指数跌至近三个月的低位,表明广泛的通胀以及经济衰退的担忧正在对消费者产生负面作用。</p><p>当地时间周二(10月25日),美国谘商会公布的10月消费者信心指数录得102.5,为8月以来的最低读数,显著不及市场此前预期的105.9,较上月的107.8下跌了5.3个点。不仅如此,消费者现状指数也从9月的150.2急剧下降至138.9,衡量消费者对未来6个月前景的预期指数也从79.5下降至78.1。</p><p>4、两年来首次 美国得州天然气价格跌至负值</p><p>10月25日周二,美国西德克萨斯的天然气价格跌至零以下,这是自2020年以来首次。该天然气价格大幅下跌的因素,主要是天然气产能高于管道运输的能力,从而限制了天然气从该地区输出。</p><p>价格降至负数意味着,天然气生产商实际上是在花钱请人把天然气从他们手中拿走。 季节性管道维护正在恶化该地区天然气管道网络的已有的限制。</p><p>5、反对加息的声音愈加尖锐 意大利新总理首次重要讲话直指欧洲央行</p><p>意大利总理梅洛尼批评欧洲央行的加息和量化紧缩政策,认为会给意大利等债务水平较高的国家带来更多麻烦。自欧洲央行加息以来,意大利债券收益率大涨,显示出市场对意大利经济可持续性的质疑。</p><p>欧洲央行在本周的大幅加息似乎已经势在必行,但欧盟一些成员国的反对声音也越来越激烈。10月25日周二,意大利总理梅洛尼在她的首次国会演讲中尖锐批评欧洲央行加息。</p><p>6、英国新首相苏纳克:将把稳定经济放在政府政策的核心位置</p><p>当地时间周二(10月25日),英国新首相里希·苏纳克在英国首相府外发表就职演讲,他承认前首相特拉斯犯了一些错误,同时誓言要修复经济,将把稳定经济放在政府政策的核心位置。</p><p>此前,现年42岁的苏纳克刚刚接受英国国王查尔斯三世的正式任命,成为英国第57任首相,在获得国王授权后,苏纳克将开启组建新内阁的进程。</p><p>7、沙特能源部长回应与美国的冲突:选择成为更成熟的一方</p><p>当地时间周二,华尔街高管、欧洲银行家和亚洲商业领袖齐聚沙特首都利雅得,参加沙特的旗舰投资会议第六届“未来投资倡议”,这场大会是中东地区规模最大的经济和投资类论坛,也被外界称为“沙漠达沃斯”。</p><p>在会议上,在被问及与美国的争端时,沙特能源部长阿卜杜拉·阿齐兹·萨勒曼表示,沙特选择成为更成熟的一方。以沙特为首的欧佩克+本月决定从11月开始大幅减产,这惹怒了美国,美国总统拜登甚至威胁将采取报复行动。尽管沙特方面已多次澄清,这完全是出于经济考量。</p><p>8、韩国官员:正与美国政府密切合作 商讨如何调整电动车新政</p><p>当地时间周二(10月25日),韩国驻美大使赵太庸表示,韩国官员正与美国政府密切合作,商讨如何调整《通胀削减法》中的限制性规定。</p><p>赵太庸透露,两国官员正在讨论几个可能的方案,以纠正韩国方面认为不公平的政策。他表示:“我们目前正在积极对话,双方都有极大的善意和决心找到解决办法。”</p><p>9、欧盟成员国就联合采购天然气达成一致</p><p>当地时间10月25日,欧盟成员国能源部长会议在卢森堡举行。会后,欧盟负责能源事务的委员西姆森介绍说,本次会议上欧盟成员国支持联合采购天然气,认为这将使欧盟在国际天然气市场上居于有利地位,联合采购总量将达135亿立方米。最终方案将由欧洲理事会下月举行的会议决定。</p><p>当天的会议上,欧盟各国建议在明年3月底以前制定一个新的强制性欧洲天然气基准价格,以保证欧洲天然气价格的透明和可预测性。</p><p>10、俄罗斯和卡塔尔一致反对世界能源贸易政治化</p><p>当地时间25日,在埃及举行的天然气出口国论坛第24次部长级会议期间,俄罗斯能源部长尼古拉·舒尔吉诺夫和卡塔尔能源事务国务大臣萨阿德·卡比就世界能源市场和天然气项目投资问题进行了讨论。</p><p>舒尔吉诺夫表示,俄罗斯和卡塔尔一致认为,不能将世界能源贸易问题政治化,单边限制行为或违反市场法的消极决定应被取消。舒尔吉诺夫强调,长期天然气合同是吸引天然气项目投资的解决方案之一。</p><p>俄乌局势</p><p>1、乌媒:德国将向乌克兰提供2套Mars火箭炮系统</p><p>乌克兰24频道当地时间25日报道称,德国总统施泰因迈尔当天宣布,德国将向乌克兰提供两套Mars火箭炮系统,四门榴弹炮以及防空系统。当天,乌克兰总统泽连斯基与到访的德国总统施泰因迈尔举行了会谈。</p><p>2、俄媒:泽连斯基任命乌克兰陆军前司令担任基辅军事管理部门负责人</p><p>据俄罗斯塔斯社24日报道,乌克兰总统泽连斯基任命乌克兰陆军前司令谢尔盖·波普科担任基辅军事管理部门负责人,取代此前担任这一职务的尼古拉·日尔诺夫。乌克兰总统官方网站周一发布声明称,“乌克兰总统泽连斯基签署命令,任命谢尔盖·波普科担任基辅军事管理部门负责人,取代之前担任这一职务的尼古拉·日尔诺夫。总统相信,波普科的战斗经验将帮助加强首都的防御和安全。”</p><p>3、俄罗斯总统普京与几内亚比绍总统恩巴洛举行会谈</p><p>俄罗斯总统普京与几内亚比绍总统、西非国家经济共同体(西共体)主席恩巴洛在莫斯科举行会谈。据悉,两国元首将就双边关系的前景交换意见,讨论紧迫的地区和国际议题以及俄罗斯与西共体的合作问题,还将讨论2023年7月第二次俄非峰会的筹备工作等。</p><p>4、瑞典、丹麦、德国对发生泄漏事故的“北溪”管道进行调查</p><p>据瑞典电视台当地时间10月25日报道,在位于波罗的海的“北溪”天然气管道发生爆炸后,密集的调查工作仍在进行中。瑞典、丹麦、德国都向博恩霍尔姆岛和卡尔斯克鲁纳之间的波罗的海地区派出了一些调查船,工作人员通过对管道底部进行拍照、检查和研究,来调查管道发生事故的原因。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2278714873\" target=\"_blank\">传马斯克承诺将在周五之前完成推特收购交易</a></p><p>据媒体援引消息人士报道,马斯克告诉其收购推特的共同投资者,将在本周五之前完成对这家社交媒体平台的收购。知情人士称,马斯克周一与为其收购交易融资的银行进行了视频会议,他在会上做出了上述承诺。</p><p>据悉,这些银行将为马斯克提供130亿美元的债券融资,并且已经完成了最终的信贷协议,正在签署文件,这是他们向马斯克提供现金之前的最后阶段的步骤之一。</p><p>此前就有媒体报道称,以摩根士丹利为首的7家华尔街银行近几周已在准备为马斯克提供资金。知情人士透露,预计这些银行将在当地时间周二收到借款通知,现金预计将在周四被托管。</p><p>2、<a href=\"https://laohu8.com/NW/2278714822\" target=\"_blank\">数字广告行业萎靡 谷歌Q3财报不及预期 盘后股价大跌近7%</a></p><p>美东时间周二盘后,谷歌母公司Alphabet公布了令人失望的三季报,营收和盈利均低于分析师预期。坐拥全球市场份额最大的数字广告平台,谷歌也未能免受数字广告市场放缓的影响。Alphabet股价盘后大跌近7%。</p><p>财报显示,Alphabet三季度营收为690.9亿美元,低于市场预期的705.8亿美元,去年同期为651.2亿美元;净利润从去年同期的189.4亿美元(合每股1.4美元)大幅下滑至139.1亿美元(合每股1.06美元),分析师预期为每股1.25美元;三季度营业利润率从去年同期的32%降至25%。</p><p>3、<a href=\"https://laohu8.com/NW/1189366403\" target=\"_blank\">微软净利润降14%创两年多最大降幅 营收增速五年最慢 盘后跌近8%</a></p><p>10月25日周二美股盘后,微软公布截至9月30日的2023财年一季度业绩。财报显示,第一财季微软EPS为2.35美元,下降13%,但依然高于市场预期的2.29美元;营业收入同比增长11%至501亿美元,高于市场预期的495.6亿美元。</p><p>报告期内,微软经营利润为215亿美元,同比增速为6%;净利润为176亿美元,同比下降14%。微软该季度的净利润下降创下了两年多来最为严重的纪录,营收增速也创下2017年以来最弱。微软股价盘后一度跌近8%。</p><p>4、<a href=\"https://laohu8.com/NW/2278821714\" target=\"_blank\">瑞信自救进展:据称接近完成出售“现金牛” 证券化资产</a></p><p>美东时间25日周二,媒体援引知情者消息称,作为目前最大一笔资产处置交易,瑞信目前接近完成出售总部设在纽约的证券化产品部门。该业务有两批竞购者,一批是包括“债券之王”格罗斯创立的基金公司Pimco和私募股权公司Apollo Global Management在内的财团,另一批是由投资机构Centerbridge Partners和寿险及再保险公司Martello Re Ltd.联手。</p><p>5、<a href=\"https://laohu8.com/NW/2278714874\" target=\"_blank\">侃爷跌下“亿万富翁”神坛:阿迪达斯宣布终止合作 Gap撤下Yeezy商品</a></p><p>阿迪达斯因Kanye West最近的反犹太主义言论而终止了合作关系。随后,Gap公司表示,它将立即从其商店中撤下Yeezy商品。《福布斯》杂志称,与阿迪达斯合作中止,Kanye West失去亿万富翁的地位。</p><p>当地时间10月25日,阿迪达斯公司表示将终止与“侃爷”Kanye West的合作关系,Yeezy产品线也停止生产和销售。随后,Gap公司宣布,它正在将Yeezy Gap产品从商店中撤下,并且关闭了一个仍在销售帽衫和其他合作商品的网站。</p><p>6、<a href=\"https://laohu8.com/NW/2278579239\" target=\"_blank\">苹果的长期玻璃供应商销售不佳 CEO直言今年消费电子难抬头</a></p><p>周二(10月25日)美股盘前<a href=\"https://laohu8.com/S/GLW\">康宁</a>公司公布了第三季度业绩,公司在这个季度录得34.9亿美元的销售额,低于此前市场预期的36.6亿美元;调整后每股收益0.51美元,与市场预期一致。</p><p>康宁财报称,公司正在等待市场积极的信号。康宁董事长兼首席执行官魏文德说道:“现在的问题是,玻璃面板市场何时才能复苏?我的回答只能是,我们也希望能看到更多的积极迹象。”</p><p>7、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>扩大魁北克的招聘规模 传言称该地区将建立一家新工厂</p><p>特斯拉正在扩大招聘人员的招聘规模,并组建了一个支持团队,以在加拿大魁北克开展“大规模”招聘活动。此前有传言称,特斯拉可能将在该地区修建一家工厂。特斯拉计划到2020年将电动汽车产量提高到2000万辆,预计还需要大约8家超级工厂才能实现这一目标。</p><p>8、特斯拉电动半挂卡车Semi获准交付</p><p>据美国电动汽车新闻网站Teslarati报道,特斯拉电动半挂卡车Semi正式获准交付。美国环境保护局(EPA)证实,该机构已经评估了Semi,并授予进入商业流程的合格证书。10月初,特斯拉CEO埃隆·马斯克表示,Semi将于12月1日开始交付。EPA表示,2023款特斯拉Semi已正式获得合格证书,该证书于9月29日颁发,有效期至2023年12月31日。EPA证实,Semi将于2023年1月被添加到符合要求的重型车辆名单中。</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 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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昨夜今晨 | 美元指数大跳水!财报不及预期,微软等科技巨头盘后重挫\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\">2022-10-26 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:欧美股市持续走高,美股3连涨,中概股集体反弹;两年来首次,美国得州天然气价格跌至负值;反对加息的声音愈加尖锐,意大利新总理首次重要讲话直指欧洲央行。</blockquote><p><img src=\"https://static.tigerbbs.com/def3e9ad3d743bfc5a60e09099533931\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>海外市场</p><p>1、美股大幅收高日线三连涨 纳指涨逾2%</p><p>欧美经济数据不佳,市场对欧美央行鸽派转向的呼声越来越高,美股周二收高,科技股领涨。投资者关注大型科技公司的财报,以判断美国经济的健康状况。Alphabet和<a href=\"https://laohu8.com/S/MSFT\">微软</a>将在周二收盘后公布财报。美参院就美联储的加息行动发出警告。截至收盘,纳斯达克指数涨幅为2.25%;道琼斯指数涨幅为1.07%;标普500指数涨幅为1.63%。</p><p>大型科技股悉数收涨,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.93%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.65%,Meta涨6.01%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.91%,微软涨1.38%,奈飞涨3.03%。银行股集体上涨,<a href=\"https://laohu8.com/S/C\">花旗</a>涨超2%,<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>涨超1%,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>小幅上涨。</p><p>但盘后谷歌三季度营收和盈利均逊于预期,盘后跌6%。微软三季度营收和盈利超预期,但PC业务放缓令净盈利同比下跌,盘后跌7%。二者拖累纳指100盘后一度跌2%。亚马逊、Meta盘后跌4%,苹果盘后跌1%。</p><p>2、热门中概股多数收高<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超8%</p><p>热门中概股集体反弹,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.11%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.03%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨6.91%,哔哩哔哩涨8.05%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨1.83%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨10.03%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨1.85%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨0.55%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨9.45%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨6.14%,满帮涨5.25%。</p><p>3、欧股主要指数上涨 法国CAC40指数收涨1.94%</p><p>欧股主要指数周二收盘多数上涨,德国DAX30指数涨0.94%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.01%,法国CAC40指数涨1.94%,欧洲斯托克50指数涨1.64%。</p><p>4、周二美国WTI原油收高0.9% 天然气大涨8%</p><p>周二纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨74美分,涨幅为0.9%,报收于每桶85.32美元。</p><p>11月天然气期货上周暴跌23%之后录得连续第二个交易日上涨,周二收盘上涨41美分,涨幅为8%,报收于每百万英热单位5.6130美元。</p><p>5、纽约黄金期货价格周二收高0.2%</p><p>纽约商品交易所12月黄金期货上涨3.90美元,涨幅为0.2%,报收于每盎司1658.00美元。美元走软、美债收益率下跌,令金价得到支撑。</p><p>国际宏观</p><p>1、重大利好!美元指数突然大跳水 欧美股债狂飙</p><p>周二晚间,美国和欧洲市场的国债开始大反攻,欧洲主要国家的10年期国债收益率普遍暴跌4%以上。美股开盘后,全线大涨,欧股也跟随拉升,美元指数却大跳水。国债上涨+美元杀跌,对于全球权益市场就是重大利好。</p><p>虽然权益有各种空袭,但国债市场却在发生变化,此前暴跌的欧美国债市场最近几天似乎有筑顶的意思。</p><p>首先美国10年期国债,该品种收益率已经脱离4.3%的高位,出现明显下行。其次欧洲国债市场,本周二,欧洲主要国家的10年期国债收益率几乎全线杀跌,这意味着这些国债周二受到了多头的强烈追捧。</p><p>2、华尔街银行家发出警告:看到了更黑暗的经济前景和地缘政治风险</p><p>当地时间周二,第六届“未来投资倡议”大会在沙特首都利雅得开幕,在会议上,华尔街顶级银行家们发出了一连串警告,他们称随着地缘政治风险的不断升级,经济前景愈发黯淡,美国和欧洲出现衰退的可能性越来越大。</p><p>高盛集团首席执行官大卫·所罗门指出,随着美联储明确表示将提高利率路径目标,经济环境从现在开始将“显著收紧”,在通胀根深蒂固的经济情形下,如果经济不真正放缓,很难摆脱通胀。</p><p>摩根大通首席执行官戴蒙则在发言时指出,围绕俄乌冲突和其他地方的地缘政治是他最关心的问题。</p><p>摩根士丹利国际业务主管弗兰克·佩蒂加斯表示,毫无疑问,2023年看起来风险有点大,可以相当有把握地说,美国很可能不会实现经济软着陆。</p><p>3、联储狂加息、物价没好转:美国消费者信心指数临近中期选举又回落</p><p>美国最新公布的一项消费者信心指数跌至近三个月的低位,表明广泛的通胀以及经济衰退的担忧正在对消费者产生负面作用。</p><p>当地时间周二(10月25日),美国谘商会公布的10月消费者信心指数录得102.5,为8月以来的最低读数,显著不及市场此前预期的105.9,较上月的107.8下跌了5.3个点。不仅如此,消费者现状指数也从9月的150.2急剧下降至138.9,衡量消费者对未来6个月前景的预期指数也从79.5下降至78.1。</p><p>4、两年来首次 美国得州天然气价格跌至负值</p><p>10月25日周二,美国西德克萨斯的天然气价格跌至零以下,这是自2020年以来首次。该天然气价格大幅下跌的因素,主要是天然气产能高于管道运输的能力,从而限制了天然气从该地区输出。</p><p>价格降至负数意味着,天然气生产商实际上是在花钱请人把天然气从他们手中拿走。 季节性管道维护正在恶化该地区天然气管道网络的已有的限制。</p><p>5、反对加息的声音愈加尖锐 意大利新总理首次重要讲话直指欧洲央行</p><p>意大利总理梅洛尼批评欧洲央行的加息和量化紧缩政策,认为会给意大利等债务水平较高的国家带来更多麻烦。自欧洲央行加息以来,意大利债券收益率大涨,显示出市场对意大利经济可持续性的质疑。</p><p>欧洲央行在本周的大幅加息似乎已经势在必行,但欧盟一些成员国的反对声音也越来越激烈。10月25日周二,意大利总理梅洛尼在她的首次国会演讲中尖锐批评欧洲央行加息。</p><p>6、英国新首相苏纳克:将把稳定经济放在政府政策的核心位置</p><p>当地时间周二(10月25日),英国新首相里希·苏纳克在英国首相府外发表就职演讲,他承认前首相特拉斯犯了一些错误,同时誓言要修复经济,将把稳定经济放在政府政策的核心位置。</p><p>此前,现年42岁的苏纳克刚刚接受英国国王查尔斯三世的正式任命,成为英国第57任首相,在获得国王授权后,苏纳克将开启组建新内阁的进程。</p><p>7、沙特能源部长回应与美国的冲突:选择成为更成熟的一方</p><p>当地时间周二,华尔街高管、欧洲银行家和亚洲商业领袖齐聚沙特首都利雅得,参加沙特的旗舰投资会议第六届“未来投资倡议”,这场大会是中东地区规模最大的经济和投资类论坛,也被外界称为“沙漠达沃斯”。</p><p>在会议上,在被问及与美国的争端时,沙特能源部长阿卜杜拉·阿齐兹·萨勒曼表示,沙特选择成为更成熟的一方。以沙特为首的欧佩克+本月决定从11月开始大幅减产,这惹怒了美国,美国总统拜登甚至威胁将采取报复行动。尽管沙特方面已多次澄清,这完全是出于经济考量。</p><p>8、韩国官员:正与美国政府密切合作 商讨如何调整电动车新政</p><p>当地时间周二(10月25日),韩国驻美大使赵太庸表示,韩国官员正与美国政府密切合作,商讨如何调整《通胀削减法》中的限制性规定。</p><p>赵太庸透露,两国官员正在讨论几个可能的方案,以纠正韩国方面认为不公平的政策。他表示:“我们目前正在积极对话,双方都有极大的善意和决心找到解决办法。”</p><p>9、欧盟成员国就联合采购天然气达成一致</p><p>当地时间10月25日,欧盟成员国能源部长会议在卢森堡举行。会后,欧盟负责能源事务的委员西姆森介绍说,本次会议上欧盟成员国支持联合采购天然气,认为这将使欧盟在国际天然气市场上居于有利地位,联合采购总量将达135亿立方米。最终方案将由欧洲理事会下月举行的会议决定。</p><p>当天的会议上,欧盟各国建议在明年3月底以前制定一个新的强制性欧洲天然气基准价格,以保证欧洲天然气价格的透明和可预测性。</p><p>10、俄罗斯和卡塔尔一致反对世界能源贸易政治化</p><p>当地时间25日,在埃及举行的天然气出口国论坛第24次部长级会议期间,俄罗斯能源部长尼古拉·舒尔吉诺夫和卡塔尔能源事务国务大臣萨阿德·卡比就世界能源市场和天然气项目投资问题进行了讨论。</p><p>舒尔吉诺夫表示,俄罗斯和卡塔尔一致认为,不能将世界能源贸易问题政治化,单边限制行为或违反市场法的消极决定应被取消。舒尔吉诺夫强调,长期天然气合同是吸引天然气项目投资的解决方案之一。</p><p>俄乌局势</p><p>1、乌媒:德国将向乌克兰提供2套Mars火箭炮系统</p><p>乌克兰24频道当地时间25日报道称,德国总统施泰因迈尔当天宣布,德国将向乌克兰提供两套Mars火箭炮系统,四门榴弹炮以及防空系统。当天,乌克兰总统泽连斯基与到访的德国总统施泰因迈尔举行了会谈。</p><p>2、俄媒:泽连斯基任命乌克兰陆军前司令担任基辅军事管理部门负责人</p><p>据俄罗斯塔斯社24日报道,乌克兰总统泽连斯基任命乌克兰陆军前司令谢尔盖·波普科担任基辅军事管理部门负责人,取代此前担任这一职务的尼古拉·日尔诺夫。乌克兰总统官方网站周一发布声明称,“乌克兰总统泽连斯基签署命令,任命谢尔盖·波普科担任基辅军事管理部门负责人,取代之前担任这一职务的尼古拉·日尔诺夫。总统相信,波普科的战斗经验将帮助加强首都的防御和安全。”</p><p>3、俄罗斯总统普京与几内亚比绍总统恩巴洛举行会谈</p><p>俄罗斯总统普京与几内亚比绍总统、西非国家经济共同体(西共体)主席恩巴洛在莫斯科举行会谈。据悉,两国元首将就双边关系的前景交换意见,讨论紧迫的地区和国际议题以及俄罗斯与西共体的合作问题,还将讨论2023年7月第二次俄非峰会的筹备工作等。</p><p>4、瑞典、丹麦、德国对发生泄漏事故的“北溪”管道进行调查</p><p>据瑞典电视台当地时间10月25日报道,在位于波罗的海的“北溪”天然气管道发生爆炸后,密集的调查工作仍在进行中。瑞典、丹麦、德国都向博恩霍尔姆岛和卡尔斯克鲁纳之间的波罗的海地区派出了一些调查船,工作人员通过对管道底部进行拍照、检查和研究,来调查管道发生事故的原因。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2278714873\" target=\"_blank\">传马斯克承诺将在周五之前完成推特收购交易</a></p><p>据媒体援引消息人士报道,马斯克告诉其收购推特的共同投资者,将在本周五之前完成对这家社交媒体平台的收购。知情人士称,马斯克周一与为其收购交易融资的银行进行了视频会议,他在会上做出了上述承诺。</p><p>据悉,这些银行将为马斯克提供130亿美元的债券融资,并且已经完成了最终的信贷协议,正在签署文件,这是他们向马斯克提供现金之前的最后阶段的步骤之一。</p><p>此前就有媒体报道称,以摩根士丹利为首的7家华尔街银行近几周已在准备为马斯克提供资金。知情人士透露,预计这些银行将在当地时间周二收到借款通知,现金预计将在周四被托管。</p><p>2、<a href=\"https://laohu8.com/NW/2278714822\" target=\"_blank\">数字广告行业萎靡 谷歌Q3财报不及预期 盘后股价大跌近7%</a></p><p>美东时间周二盘后,谷歌母公司Alphabet公布了令人失望的三季报,营收和盈利均低于分析师预期。坐拥全球市场份额最大的数字广告平台,谷歌也未能免受数字广告市场放缓的影响。Alphabet股价盘后大跌近7%。</p><p>财报显示,Alphabet三季度营收为690.9亿美元,低于市场预期的705.8亿美元,去年同期为651.2亿美元;净利润从去年同期的189.4亿美元(合每股1.4美元)大幅下滑至139.1亿美元(合每股1.06美元),分析师预期为每股1.25美元;三季度营业利润率从去年同期的32%降至25%。</p><p>3、<a href=\"https://laohu8.com/NW/1189366403\" target=\"_blank\">微软净利润降14%创两年多最大降幅 营收增速五年最慢 盘后跌近8%</a></p><p>10月25日周二美股盘后,微软公布截至9月30日的2023财年一季度业绩。财报显示,第一财季微软EPS为2.35美元,下降13%,但依然高于市场预期的2.29美元;营业收入同比增长11%至501亿美元,高于市场预期的495.6亿美元。</p><p>报告期内,微软经营利润为215亿美元,同比增速为6%;净利润为176亿美元,同比下降14%。微软该季度的净利润下降创下了两年多来最为严重的纪录,营收增速也创下2017年以来最弱。微软股价盘后一度跌近8%。</p><p>4、<a href=\"https://laohu8.com/NW/2278821714\" target=\"_blank\">瑞信自救进展:据称接近完成出售“现金牛” 证券化资产</a></p><p>美东时间25日周二,媒体援引知情者消息称,作为目前最大一笔资产处置交易,瑞信目前接近完成出售总部设在纽约的证券化产品部门。该业务有两批竞购者,一批是包括“债券之王”格罗斯创立的基金公司Pimco和私募股权公司Apollo Global Management在内的财团,另一批是由投资机构Centerbridge Partners和寿险及再保险公司Martello Re Ltd.联手。</p><p>5、<a href=\"https://laohu8.com/NW/2278714874\" target=\"_blank\">侃爷跌下“亿万富翁”神坛:阿迪达斯宣布终止合作 Gap撤下Yeezy商品</a></p><p>阿迪达斯因Kanye West最近的反犹太主义言论而终止了合作关系。随后,Gap公司表示,它将立即从其商店中撤下Yeezy商品。《福布斯》杂志称,与阿迪达斯合作中止,Kanye West失去亿万富翁的地位。</p><p>当地时间10月25日,阿迪达斯公司表示将终止与“侃爷”Kanye West的合作关系,Yeezy产品线也停止生产和销售。随后,Gap公司宣布,它正在将Yeezy Gap产品从商店中撤下,并且关闭了一个仍在销售帽衫和其他合作商品的网站。</p><p>6、<a href=\"https://laohu8.com/NW/2278579239\" target=\"_blank\">苹果的长期玻璃供应商销售不佳 CEO直言今年消费电子难抬头</a></p><p>周二(10月25日)美股盘前<a href=\"https://laohu8.com/S/GLW\">康宁</a>公司公布了第三季度业绩,公司在这个季度录得34.9亿美元的销售额,低于此前市场预期的36.6亿美元;调整后每股收益0.51美元,与市场预期一致。</p><p>康宁财报称,公司正在等待市场积极的信号。康宁董事长兼首席执行官魏文德说道:“现在的问题是,玻璃面板市场何时才能复苏?我的回答只能是,我们也希望能看到更多的积极迹象。”</p><p>7、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>扩大魁北克的招聘规模 传言称该地区将建立一家新工厂</p><p>特斯拉正在扩大招聘人员的招聘规模,并组建了一个支持团队,以在加拿大魁北克开展“大规模”招聘活动。此前有传言称,特斯拉可能将在该地区修建一家工厂。特斯拉计划到2020年将电动汽车产量提高到2000万辆,预计还需要大约8家超级工厂才能实现这一目标。</p><p>8、特斯拉电动半挂卡车Semi获准交付</p><p>据美国电动汽车新闻网站Teslarati报道,特斯拉电动半挂卡车Semi正式获准交付。美国环境保护局(EPA)证实,该机构已经评估了Semi,并授予进入商业流程的合格证书。10月初,特斯拉CEO埃隆·马斯克表示,Semi将于12月1日开始交付。EPA表示,2023款特斯拉Semi已正式获得合格证书,该证书于9月29日颁发,有效期至2023年12月31日。EPA证实,Semi将于2023年1月被添加到符合要求的重型车辆名单中。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QID":"纳指两倍做空ETF","03086":"华夏纳指",".DJI":"道琼斯",".SPX":"S&P 500 Index","BK4561":"索罗斯持仓","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4550":"红杉资本持仓","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184763379","content_text":"摘要:欧美股市持续走高,美股3连涨,中概股集体反弹;两年来首次,美国得州天然气价格跌至负值;反对加息的声音愈加尖锐,意大利新总理首次重要讲话直指欧洲央行。海外市场1、美股大幅收高日线三连涨 纳指涨逾2%欧美经济数据不佳,市场对欧美央行鸽派转向的呼声越来越高,美股周二收高,科技股领涨。投资者关注大型科技公司的财报,以判断美国经济的健康状况。Alphabet和微软将在周二收盘后公布财报。美参院就美联储的加息行动发出警告。截至收盘,纳斯达克指数涨幅为2.25%;道琼斯指数涨幅为1.07%;标普500指数涨幅为1.63%。大型科技股悉数收涨,苹果涨1.93%,亚马逊涨0.65%,Meta涨6.01%,谷歌涨1.91%,微软涨1.38%,奈飞涨3.03%。银行股集体上涨,花旗涨超2%,高盛、摩根士丹利涨超1%,美国银行、富国银行、摩根大通小幅上涨。但盘后谷歌三季度营收和盈利均逊于预期,盘后跌6%。微软三季度营收和盈利超预期,但PC业务放缓令净盈利同比下跌,盘后跌7%。二者拖累纳指100盘后一度跌2%。亚马逊、Meta盘后跌4%,苹果盘后跌1%。2、热门中概股多数收高哔哩哔哩涨超8%热门中概股集体反弹,阿里巴巴涨0.11%,京东涨3.03%,拼多多涨6.91%,哔哩哔哩涨8.05%,百度涨1.83%,新东方涨10.03%,网易涨1.85%,腾讯音乐涨0.55%,爱奇艺涨9.45%,贝壳涨6.14%,满帮涨5.25%。3、欧股主要指数上涨 法国CAC40指数收涨1.94%欧股主要指数周二收盘多数上涨,德国DAX30指数涨0.94%,英国富时100指数跌0.01%,法国CAC40指数涨1.94%,欧洲斯托克50指数涨1.64%。4、周二美国WTI原油收高0.9% 天然气大涨8%周二纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨74美分,涨幅为0.9%,报收于每桶85.32美元。11月天然气期货上周暴跌23%之后录得连续第二个交易日上涨,周二收盘上涨41美分,涨幅为8%,报收于每百万英热单位5.6130美元。5、纽约黄金期货价格周二收高0.2%纽约商品交易所12月黄金期货上涨3.90美元,涨幅为0.2%,报收于每盎司1658.00美元。美元走软、美债收益率下跌,令金价得到支撑。国际宏观1、重大利好!美元指数突然大跳水 欧美股债狂飙周二晚间,美国和欧洲市场的国债开始大反攻,欧洲主要国家的10年期国债收益率普遍暴跌4%以上。美股开盘后,全线大涨,欧股也跟随拉升,美元指数却大跳水。国债上涨+美元杀跌,对于全球权益市场就是重大利好。虽然权益有各种空袭,但国债市场却在发生变化,此前暴跌的欧美国债市场最近几天似乎有筑顶的意思。首先美国10年期国债,该品种收益率已经脱离4.3%的高位,出现明显下行。其次欧洲国债市场,本周二,欧洲主要国家的10年期国债收益率几乎全线杀跌,这意味着这些国债周二受到了多头的强烈追捧。2、华尔街银行家发出警告:看到了更黑暗的经济前景和地缘政治风险当地时间周二,第六届“未来投资倡议”大会在沙特首都利雅得开幕,在会议上,华尔街顶级银行家们发出了一连串警告,他们称随着地缘政治风险的不断升级,经济前景愈发黯淡,美国和欧洲出现衰退的可能性越来越大。高盛集团首席执行官大卫·所罗门指出,随着美联储明确表示将提高利率路径目标,经济环境从现在开始将“显著收紧”,在通胀根深蒂固的经济情形下,如果经济不真正放缓,很难摆脱通胀。摩根大通首席执行官戴蒙则在发言时指出,围绕俄乌冲突和其他地方的地缘政治是他最关心的问题。摩根士丹利国际业务主管弗兰克·佩蒂加斯表示,毫无疑问,2023年看起来风险有点大,可以相当有把握地说,美国很可能不会实现经济软着陆。3、联储狂加息、物价没好转:美国消费者信心指数临近中期选举又回落美国最新公布的一项消费者信心指数跌至近三个月的低位,表明广泛的通胀以及经济衰退的担忧正在对消费者产生负面作用。当地时间周二(10月25日),美国谘商会公布的10月消费者信心指数录得102.5,为8月以来的最低读数,显著不及市场此前预期的105.9,较上月的107.8下跌了5.3个点。不仅如此,消费者现状指数也从9月的150.2急剧下降至138.9,衡量消费者对未来6个月前景的预期指数也从79.5下降至78.1。4、两年来首次 美国得州天然气价格跌至负值10月25日周二,美国西德克萨斯的天然气价格跌至零以下,这是自2020年以来首次。该天然气价格大幅下跌的因素,主要是天然气产能高于管道运输的能力,从而限制了天然气从该地区输出。价格降至负数意味着,天然气生产商实际上是在花钱请人把天然气从他们手中拿走。 季节性管道维护正在恶化该地区天然气管道网络的已有的限制。5、反对加息的声音愈加尖锐 意大利新总理首次重要讲话直指欧洲央行意大利总理梅洛尼批评欧洲央行的加息和量化紧缩政策,认为会给意大利等债务水平较高的国家带来更多麻烦。自欧洲央行加息以来,意大利债券收益率大涨,显示出市场对意大利经济可持续性的质疑。欧洲央行在本周的大幅加息似乎已经势在必行,但欧盟一些成员国的反对声音也越来越激烈。10月25日周二,意大利总理梅洛尼在她的首次国会演讲中尖锐批评欧洲央行加息。6、英国新首相苏纳克:将把稳定经济放在政府政策的核心位置当地时间周二(10月25日),英国新首相里希·苏纳克在英国首相府外发表就职演讲,他承认前首相特拉斯犯了一些错误,同时誓言要修复经济,将把稳定经济放在政府政策的核心位置。此前,现年42岁的苏纳克刚刚接受英国国王查尔斯三世的正式任命,成为英国第57任首相,在获得国王授权后,苏纳克将开启组建新内阁的进程。7、沙特能源部长回应与美国的冲突:选择成为更成熟的一方当地时间周二,华尔街高管、欧洲银行家和亚洲商业领袖齐聚沙特首都利雅得,参加沙特的旗舰投资会议第六届“未来投资倡议”,这场大会是中东地区规模最大的经济和投资类论坛,也被外界称为“沙漠达沃斯”。在会议上,在被问及与美国的争端时,沙特能源部长阿卜杜拉·阿齐兹·萨勒曼表示,沙特选择成为更成熟的一方。以沙特为首的欧佩克+本月决定从11月开始大幅减产,这惹怒了美国,美国总统拜登甚至威胁将采取报复行动。尽管沙特方面已多次澄清,这完全是出于经济考量。8、韩国官员:正与美国政府密切合作 商讨如何调整电动车新政当地时间周二(10月25日),韩国驻美大使赵太庸表示,韩国官员正与美国政府密切合作,商讨如何调整《通胀削减法》中的限制性规定。赵太庸透露,两国官员正在讨论几个可能的方案,以纠正韩国方面认为不公平的政策。他表示:“我们目前正在积极对话,双方都有极大的善意和决心找到解决办法。”9、欧盟成员国就联合采购天然气达成一致当地时间10月25日,欧盟成员国能源部长会议在卢森堡举行。会后,欧盟负责能源事务的委员西姆森介绍说,本次会议上欧盟成员国支持联合采购天然气,认为这将使欧盟在国际天然气市场上居于有利地位,联合采购总量将达135亿立方米。最终方案将由欧洲理事会下月举行的会议决定。当天的会议上,欧盟各国建议在明年3月底以前制定一个新的强制性欧洲天然气基准价格,以保证欧洲天然气价格的透明和可预测性。10、俄罗斯和卡塔尔一致反对世界能源贸易政治化当地时间25日,在埃及举行的天然气出口国论坛第24次部长级会议期间,俄罗斯能源部长尼古拉·舒尔吉诺夫和卡塔尔能源事务国务大臣萨阿德·卡比就世界能源市场和天然气项目投资问题进行了讨论。舒尔吉诺夫表示,俄罗斯和卡塔尔一致认为,不能将世界能源贸易问题政治化,单边限制行为或违反市场法的消极决定应被取消。舒尔吉诺夫强调,长期天然气合同是吸引天然气项目投资的解决方案之一。俄乌局势1、乌媒:德国将向乌克兰提供2套Mars火箭炮系统乌克兰24频道当地时间25日报道称,德国总统施泰因迈尔当天宣布,德国将向乌克兰提供两套Mars火箭炮系统,四门榴弹炮以及防空系统。当天,乌克兰总统泽连斯基与到访的德国总统施泰因迈尔举行了会谈。2、俄媒:泽连斯基任命乌克兰陆军前司令担任基辅军事管理部门负责人据俄罗斯塔斯社24日报道,乌克兰总统泽连斯基任命乌克兰陆军前司令谢尔盖·波普科担任基辅军事管理部门负责人,取代此前担任这一职务的尼古拉·日尔诺夫。乌克兰总统官方网站周一发布声明称,“乌克兰总统泽连斯基签署命令,任命谢尔盖·波普科担任基辅军事管理部门负责人,取代之前担任这一职务的尼古拉·日尔诺夫。总统相信,波普科的战斗经验将帮助加强首都的防御和安全。”3、俄罗斯总统普京与几内亚比绍总统恩巴洛举行会谈俄罗斯总统普京与几内亚比绍总统、西非国家经济共同体(西共体)主席恩巴洛在莫斯科举行会谈。据悉,两国元首将就双边关系的前景交换意见,讨论紧迫的地区和国际议题以及俄罗斯与西共体的合作问题,还将讨论2023年7月第二次俄非峰会的筹备工作等。4、瑞典、丹麦、德国对发生泄漏事故的“北溪”管道进行调查据瑞典电视台当地时间10月25日报道,在位于波罗的海的“北溪”天然气管道发生爆炸后,密集的调查工作仍在进行中。瑞典、丹麦、德国都向博恩霍尔姆岛和卡尔斯克鲁纳之间的波罗的海地区派出了一些调查船,工作人员通过对管道底部进行拍照、检查和研究,来调查管道发生事故的原因。公司新闻1、传马斯克承诺将在周五之前完成推特收购交易据媒体援引消息人士报道,马斯克告诉其收购推特的共同投资者,将在本周五之前完成对这家社交媒体平台的收购。知情人士称,马斯克周一与为其收购交易融资的银行进行了视频会议,他在会上做出了上述承诺。据悉,这些银行将为马斯克提供130亿美元的债券融资,并且已经完成了最终的信贷协议,正在签署文件,这是他们向马斯克提供现金之前的最后阶段的步骤之一。此前就有媒体报道称,以摩根士丹利为首的7家华尔街银行近几周已在准备为马斯克提供资金。知情人士透露,预计这些银行将在当地时间周二收到借款通知,现金预计将在周四被托管。2、数字广告行业萎靡 谷歌Q3财报不及预期 盘后股价大跌近7%美东时间周二盘后,谷歌母公司Alphabet公布了令人失望的三季报,营收和盈利均低于分析师预期。坐拥全球市场份额最大的数字广告平台,谷歌也未能免受数字广告市场放缓的影响。Alphabet股价盘后大跌近7%。财报显示,Alphabet三季度营收为690.9亿美元,低于市场预期的705.8亿美元,去年同期为651.2亿美元;净利润从去年同期的189.4亿美元(合每股1.4美元)大幅下滑至139.1亿美元(合每股1.06美元),分析师预期为每股1.25美元;三季度营业利润率从去年同期的32%降至25%。3、微软净利润降14%创两年多最大降幅 营收增速五年最慢 盘后跌近8%10月25日周二美股盘后,微软公布截至9月30日的2023财年一季度业绩。财报显示,第一财季微软EPS为2.35美元,下降13%,但依然高于市场预期的2.29美元;营业收入同比增长11%至501亿美元,高于市场预期的495.6亿美元。报告期内,微软经营利润为215亿美元,同比增速为6%;净利润为176亿美元,同比下降14%。微软该季度的净利润下降创下了两年多来最为严重的纪录,营收增速也创下2017年以来最弱。微软股价盘后一度跌近8%。4、瑞信自救进展:据称接近完成出售“现金牛” 证券化资产美东时间25日周二,媒体援引知情者消息称,作为目前最大一笔资产处置交易,瑞信目前接近完成出售总部设在纽约的证券化产品部门。该业务有两批竞购者,一批是包括“债券之王”格罗斯创立的基金公司Pimco和私募股权公司Apollo Global Management在内的财团,另一批是由投资机构Centerbridge Partners和寿险及再保险公司Martello Re Ltd.联手。5、侃爷跌下“亿万富翁”神坛:阿迪达斯宣布终止合作 Gap撤下Yeezy商品阿迪达斯因Kanye West最近的反犹太主义言论而终止了合作关系。随后,Gap公司表示,它将立即从其商店中撤下Yeezy商品。《福布斯》杂志称,与阿迪达斯合作中止,Kanye West失去亿万富翁的地位。当地时间10月25日,阿迪达斯公司表示将终止与“侃爷”Kanye West的合作关系,Yeezy产品线也停止生产和销售。随后,Gap公司宣布,它正在将Yeezy Gap产品从商店中撤下,并且关闭了一个仍在销售帽衫和其他合作商品的网站。6、苹果的长期玻璃供应商销售不佳 CEO直言今年消费电子难抬头周二(10月25日)美股盘前康宁公司公布了第三季度业绩,公司在这个季度录得34.9亿美元的销售额,低于此前市场预期的36.6亿美元;调整后每股收益0.51美元,与市场预期一致。康宁财报称,公司正在等待市场积极的信号。康宁董事长兼首席执行官魏文德说道:“现在的问题是,玻璃面板市场何时才能复苏?我的回答只能是,我们也希望能看到更多的积极迹象。”7、特斯拉扩大魁北克的招聘规模 传言称该地区将建立一家新工厂特斯拉正在扩大招聘人员的招聘规模,并组建了一个支持团队,以在加拿大魁北克开展“大规模”招聘活动。此前有传言称,特斯拉可能将在该地区修建一家工厂。特斯拉计划到2020年将电动汽车产量提高到2000万辆,预计还需要大约8家超级工厂才能实现这一目标。8、特斯拉电动半挂卡车Semi获准交付据美国电动汽车新闻网站Teslarati报道,特斯拉电动半挂卡车Semi正式获准交付。美国环境保护局(EPA)证实,该机构已经评估了Semi,并授予进入商业流程的合格证书。10月初,特斯拉CEO埃隆·马斯克表示,Semi将于12月1日开始交付。EPA表示,2023款特斯拉Semi已正式获得合格证书,该证书于9月29日颁发,有效期至2023年12月31日。EPA证实,Semi将于2023年1月被添加到符合要求的重型车辆名单中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981556684,"gmtCreate":1666572457648,"gmtModify":1676537769007,"author":{"id":"4105499377423240","authorId":"4105499377423240","name":"屎奴比","avatar":"https://static.itradeup.com/news/8722cf1c7e9057a972dcbf446f6e49f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105499377423240","authorIdStr":"4105499377423240"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] 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07:08","market":"us","language":"zh","title":"耶伦:食品和能源价格可能再涨,但并无迹象预示美国经济衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2242361387","media":"华尔街见闻","summary":"耶伦认为,高通胀不是因为贪婪的企业涨价,“供需是通胀的主要推手”,但指出美国家庭的悲观程度“惊人”。她重申,对抗通胀方面,“首要”看美联储怎么应对。","content":"<html><head></head><body><p>美国财长耶伦承认,美国的食品和能源价格还有进一步上涨的风险,但不认为国内通胀飙升源于企业贪心而涨价,也不认为出现经济衰退的迹象。</p><p>当地时间9日周四出席活动时,对于企业贪婪是不是通胀的主因这一问题,耶伦回答:“供需是通胀的主要推手。”她说,商品价格扣除成本的利润的确增长了,但这不是推升到通胀的原因。</p><p>耶伦重申,对抗通胀方面,美国政府“首要的”是看美联储怎么应对。这和耶伦本周二国会听证会的表态一致,当时她重申了美联储在抗击高通胀方面的重要作用,并重申,压低通胀是政府的优先要务,称美国目前面临的“通胀水平不可接受”。</p><p>虽然认为食品和能源价格可能还有上涨的风险,但本周四耶伦说,没有任何迹象暗示经济衰退在酝酿。她预计经济增长会放缓。鉴于劳动力市场供应紧张,她希望看到就业市场的增长加快放慢。</p><p>上周<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>CEO戴蒙警告,要为即将到来的美国“经济风暴”做准备。不过,耶伦本周四说,她和戴蒙等华尔街大行的银行家会谈过,他们认为,美国家庭的财务状况良好。耶伦称,家庭还有很大的“储蓄缓冲”,将支持未来支出。可即使当前美国失业率接近历史低位,耶伦也指出,美国家庭的悲观程度“惊人”。</p><p>上周二,在和美联储主席鲍威尔以及美国总统拜登面对面会晤后,耶伦承认,她去年预测的“通胀只是暂时的”是错误的判断,没有完全理解当时的形势,一些意料之外的冲击使形势恶化。</p><p>上周六爆出的一本将要问世的耶伦传记披露,去年她曾试图劝说拜登政府将1.9万亿美元的经济救助计划规模缩减三分之一,但没能成功。此后耶伦否认曾敦促这样削减经济刺激。</p><p>本周四,耶伦再次维护去年拜登政府的刺激计划,称就算重新来过,她的做法也不会和去年有什么不同。</p><p>本周二在国会听证会上,耶伦也为美国政府的大规模财政支出方案辩护,将高通胀归咎于供应链干扰,称“芯片供应短缺问题已经推高通胀,1/3的通胀是新车和二手车市场造成的,这也受到芯片问题的影响。”</p></body></html>","source":"wallstreetcn_api","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>耶伦:食品和能源价格可能再涨,但并无迹象预示美国经济衰退</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耶伦:食品和能源价格可能再涨,但并无迹象预示美国经济衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 07:08 北京时间 <a href=https://wallstreetcn.com/articles/3661601><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国财长耶伦承认,美国的食品和能源价格还有进一步上涨的风险,但不认为国内通胀飙升源于企业贪心而涨价,也不认为出现经济衰退的迹象。当地时间9日周四出席活动时,对于企业贪婪是不是通胀的主因这一问题,耶伦回答:“供需是通胀的主要推手。”她说,商品价格扣除成本的利润的确增长了,但这不是推升到通胀的原因。耶伦重申,对抗通胀方面,美国政府“首要的”是看美联储怎么应对。这和耶伦本周二国会听证会的表态一致,当时她...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3661601\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6330771b181156aa599e36c15811d6","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4581":"高盛持仓",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","BK4504":"桥水持仓",".DJI":"道琼斯","QID":"纳指两倍做空ETF","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4550":"红杉资本持仓","DJX":"1/100道琼斯","QLD":"纳指两倍做多ETF","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","UDOW":"道指三倍做多ETF-ProShares","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","OEX":"标普100","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3661601","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242361387","content_text":"美国财长耶伦承认,美国的食品和能源价格还有进一步上涨的风险,但不认为国内通胀飙升源于企业贪心而涨价,也不认为出现经济衰退的迹象。当地时间9日周四出席活动时,对于企业贪婪是不是通胀的主因这一问题,耶伦回答:“供需是通胀的主要推手。”她说,商品价格扣除成本的利润的确增长了,但这不是推升到通胀的原因。耶伦重申,对抗通胀方面,美国政府“首要的”是看美联储怎么应对。这和耶伦本周二国会听证会的表态一致,当时她重申了美联储在抗击高通胀方面的重要作用,并重申,压低通胀是政府的优先要务,称美国目前面临的“通胀水平不可接受”。虽然认为食品和能源价格可能还有上涨的风险,但本周四耶伦说,没有任何迹象暗示经济衰退在酝酿。她预计经济增长会放缓。鉴于劳动力市场供应紧张,她希望看到就业市场的增长加快放慢。上周摩根大通CEO戴蒙警告,要为即将到来的美国“经济风暴”做准备。不过,耶伦本周四说,她和戴蒙等华尔街大行的银行家会谈过,他们认为,美国家庭的财务状况良好。耶伦称,家庭还有很大的“储蓄缓冲”,将支持未来支出。可即使当前美国失业率接近历史低位,耶伦也指出,美国家庭的悲观程度“惊人”。上周二,在和美联储主席鲍威尔以及美国总统拜登面对面会晤后,耶伦承认,她去年预测的“通胀只是暂时的”是错误的判断,没有完全理解当时的形势,一些意料之外的冲击使形势恶化。上周六爆出的一本将要问世的耶伦传记披露,去年她曾试图劝说拜登政府将1.9万亿美元的经济救助计划规模缩减三分之一,但没能成功。此后耶伦否认曾敦促这样削减经济刺激。本周四,耶伦再次维护去年拜登政府的刺激计划,称就算重新来过,她的做法也不会和去年有什么不同。本周二在国会听证会上,耶伦也为美国政府的大规模财政支出方案辩护,将高通胀归咎于供应链干扰,称“芯片供应短缺问题已经推高通胀,1/3的通胀是新车和二手车市场造成的,这也受到芯片问题的影响。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}