To The Moon
Home
News
TigerAI
Log In
Sign Up
赞我的今年账户翻十倍
+Follow
Posts · 533
Posts · 533
Following · 0
Following · 0
Followers · 0
Followers · 0
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-10-18
wow
Sorry, this post has been deleted
看
2.12K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-09-24
ho
斗通胀，美联储算的是“政治账”
美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。
斗通胀，美联储算的是“政治账”
看
1.93K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-09-12
Ok
Sorry, this post has been deleted
看
2.06K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-09-10
666
能源危机下太阳能一枝独秀？欧盟太阳能发电量刷新纪录
在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机
能源危机下太阳能一枝独秀？欧盟太阳能发电量刷新纪录
看
2.20K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-09-02
hi
气候法案激励节能产品投资,大摩上调设备制造商目标价
摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对
气候法案激励节能产品投资,大摩上调设备制造商目标价
看
2.48K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-08-26
$拼多多(PDD)$
hi
看
2.56K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-08-17
hi
Sorry, this post has been deleted
看
2.02K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-08-13
$拼多多(PDD)$
wow
看
2.76K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-07-30
$拼多多(PDD)$
hi
看
2.00K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
赞我的今年账户翻十倍
赞我的今年账户翻十倍
·
2022-07-24
$拼多多(PDD)$
hi
看
3.74K
回复
1
点赞
1
编组 21备份 2
Share
Report
Load more
No following yet
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3569581951650623","uuid":"3569581951650623","gmtCreate":1606487937355,"gmtModify":1611295788244,"name":"赞我的今年账户翻十倍","pinyin":"zwdjnzhfsbzanwodejinnianzhanghufanshibei","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":45,"headSize":76,"tweetSize":533,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.30","exceedPercentage":"60.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9989578772,"gmtCreate":1666053643696,"gmtModify":1676537697523,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989578772","repostId":"2276559261","repostType":4,"isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913548425,"gmtCreate":1664028747267,"gmtModify":1676537381177,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"ho","listText":"ho","text":"ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913548425","repostId":"1183099287","repostType":4,"repost":{"id":"1183099287","kind":"news","pubTimestamp":1663985986,"share":"https://ttm.financial/m/news/1183099287?lang=&edition=fundamental","pubTime":"2022-09-24 10:19","market":"us","language":"zh","title":"斗通胀，美联储算的是“政治账”","url":"https://stock-news.laohu8.com/highlight/detail?id=1183099287","media":"雪涛宏观笔记","summary":"美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。","content":"<html><head></head><body><p>作者：向静姝、宋雪涛</p><p><b>美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。</b>今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。</p><p>今年6月，旧金山联储的研究《How Much Do Supply and Demand Drive Inflation》拆解了美国通胀的供给因素和需求因素的贡献，结果显示<b>供给因素对于疫情后美国PCE通胀上升（4.8pp）的贡献，超过了一半</b>；而需求因素对于CPI通胀上升的贡献，大概是三分之一。这并不令人感到意外，特别是考虑到俄乌战争之后，全球的能源和食品价格出现了剧烈的上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>图1：供给因素对疫后美国PCE通胀上升的贡献超过一半</span></p><p>一直以来，联储认为能够通过加息抑制需求来实现调控目标的通胀指标是核心通胀。但是这篇报告发现，供给因素对疫后美国核心PCE通胀上升（3.3pp）的贡献率也接近一半。尤其是核心通胀中占比70%的服务通胀，所面对的问题是结构性和持续性的劳动力供给短缺，这也是联储无法控制的因素。所以8月美国核心CPI从5.9%反弹至6.3%对于市场是个不小的震慑，因为这说明了<b>联储通过加息控制通胀的做法基本没有效果。</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>图2：8月美国核心CPI出现反弹</span></p><p>虽然联储对于总体通胀中的能源和食品价格、地缘因素、供应链因素、劳动力因素等等束手无策，但是<b>6月以来，联储出现了两个惊人且重要的转变</b>。</p><p>第一个转变是联储把货币政策的通胀目标，<b>从“无法完全控制”的核心PCE，转向了“完全无法控制”的CPI</b>。正常的货币政策规则是通过加息抑制房地产和消费品等核心需求，以实现降低通胀的目的。伯南克和耶伦时期的泰勒规则（伯南克规则、耶伦规则）采用的通胀率都是核心PCE，鲍威尔也没有公开修改过泰勒规则的通胀率指标。但是在今年6月议息会议的新闻发布会上，鲍威尔表示，“联储现在非常关心总体通胀，而不单是核心通胀，因为总体通胀与群众的通胀预期有关”。</p><p>第二个转变是联储取消了对市场预期的前瞻指引，把每一次利率决议都交给了过去一段时间的数据所决定。这也令市场费解，联储为什么要丢掉赖以为豪的预期指引，转为一会一议，人为地制造市场波动呢？</p><p>答案是<b>联储算的不是“经济账”。</b></p><p><b>如果算经济账，联储应该立即停止加息</b>。因为在联储刚刚公布的SEP（季度经济预测）中，联储令人意外地大幅下调了今明两年的经济预测，<b>22年美国GDP增速预测从6月1.7%下调至0.2%</b>，23年增速预测从6月1.7%下调至1.2%。但是在对经济如此悲观的同时，联储又大幅上调了今年底的联邦基金利率目标，从6月的3.4%上调至4.4%，这意味着今年剩下的两次议息会议，联储预计还有125bp的加息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>图3：九月联储FOMC经济和通胀预测</span></p><p><b>这些在经济视角里无法解释的自相矛盾，其实都源于政治压力。</b>联储不知道以上道理吗？当然不是，但政治不允许。</p><p>根据realclearpolitcs上的民调结果，拜登的最新支持率仅有43%，不支持率有53%，<b>拜登处理通胀问题的支持率只有33%，不支持率有65%</b>。通胀问题是民主党中期选举的致命弱点，压通胀本该是拜登的“政治账”，但是失败的中东旅行只换来了10万桶增产，而且不久之后这10万桶又被减回去了。为了减轻政治责任，拜登把问题抛给了美联储，拜登今年以来数次就通胀形势发表讲话的原因，总统亲自喊话通胀施压联储，这在过去是罕见的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>图4：拜登支持率仅43%</span></p><p><b>金融市场关心的并不是（经济上的）通胀，以及联储是否真的能控制（经济上的）通胀，而是联储（为了政治）这次又要加息多少。因此预测联储的加息行为，核心不是预测通胀，而是理解联储的“政治账”。</b></p><p>接下来，政治的关键节点是国会中期选举，时间在11月8日，这次将改选国会众议院全部席位和参议院三分之一席位。<b>在中期选举之前，联储11月议息会议就会举行（11月1日-2日），所以11月联储可能仍要政治优先，但是12月13-14日的最后一次议息会议，将可能是联储的目标函数发生转变的关键时点。</b></p><p><b>风险提示</b></p><p>美国通胀超预期，美联储紧缩超预期，美国劳动力市场走弱超预期</p></body></html>","source":"xthgbj","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>斗通胀，美联储算的是“政治账”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n斗通胀，美联储算的是“政治账”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 10:19 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff><strong>雪涛宏观笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：向静姝、宋雪涛美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月，旧金山联储的研究《How Much Do Supply and...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183099287","content_text":"作者：向静姝、宋雪涛美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月，旧金山联储的研究《How Much Do Supply and Demand Drive Inflation》拆解了美国通胀的供给因素和需求因素的贡献，结果显示供给因素对于疫情后美国PCE通胀上升（4.8pp）的贡献，超过了一半；而需求因素对于CPI通胀上升的贡献，大概是三分之一。这并不令人感到意外，特别是考虑到俄乌战争之后，全球的能源和食品价格出现了剧烈的上涨。图1：供给因素对疫后美国PCE通胀上升的贡献超过一半一直以来，联储认为能够通过加息抑制需求来实现调控目标的通胀指标是核心通胀。但是这篇报告发现，供给因素对疫后美国核心PCE通胀上升（3.3pp）的贡献率也接近一半。尤其是核心通胀中占比70%的服务通胀，所面对的问题是结构性和持续性的劳动力供给短缺，这也是联储无法控制的因素。所以8月美国核心CPI从5.9%反弹至6.3%对于市场是个不小的震慑，因为这说明了联储通过加息控制通胀的做法基本没有效果。图2：8月美国核心CPI出现反弹虽然联储对于总体通胀中的能源和食品价格、地缘因素、供应链因素、劳动力因素等等束手无策，但是6月以来，联储出现了两个惊人且重要的转变。第一个转变是联储把货币政策的通胀目标，从“无法完全控制”的核心PCE，转向了“完全无法控制”的CPI。正常的货币政策规则是通过加息抑制房地产和消费品等核心需求，以实现降低通胀的目的。伯南克和耶伦时期的泰勒规则（伯南克规则、耶伦规则）采用的通胀率都是核心PCE，鲍威尔也没有公开修改过泰勒规则的通胀率指标。但是在今年6月议息会议的新闻发布会上，鲍威尔表示，“联储现在非常关心总体通胀，而不单是核心通胀，因为总体通胀与群众的通胀预期有关”。第二个转变是联储取消了对市场预期的前瞻指引，把每一次利率决议都交给了过去一段时间的数据所决定。这也令市场费解，联储为什么要丢掉赖以为豪的预期指引，转为一会一议，人为地制造市场波动呢？答案是联储算的不是“经济账”。如果算经济账，联储应该立即停止加息。因为在联储刚刚公布的SEP（季度经济预测）中，联储令人意外地大幅下调了今明两年的经济预测，22年美国GDP增速预测从6月1.7%下调至0.2%，23年增速预测从6月1.7%下调至1.2%。但是在对经济如此悲观的同时，联储又大幅上调了今年底的联邦基金利率目标，从6月的3.4%上调至4.4%，这意味着今年剩下的两次议息会议，联储预计还有125bp的加息。图3：九月联储FOMC经济和通胀预测这些在经济视角里无法解释的自相矛盾，其实都源于政治压力。联储不知道以上道理吗？当然不是，但政治不允许。根据realclearpolitcs上的民调结果，拜登的最新支持率仅有43%，不支持率有53%，拜登处理通胀问题的支持率只有33%，不支持率有65%。通胀问题是民主党中期选举的致命弱点，压通胀本该是拜登的“政治账”，但是失败的中东旅行只换来了10万桶增产，而且不久之后这10万桶又被减回去了。为了减轻政治责任，拜登把问题抛给了美联储，拜登今年以来数次就通胀形势发表讲话的原因，总统亲自喊话通胀施压联储，这在过去是罕见的。图4：拜登支持率仅43%金融市场关心的并不是（经济上的）通胀，以及联储是否真的能控制（经济上的）通胀，而是联储（为了政治）这次又要加息多少。因此预测联储的加息行为，核心不是预测通胀，而是理解联储的“政治账”。接下来，政治的关键节点是国会中期选举，时间在11月8日，这次将改选国会众议院全部席位和参议院三分之一席位。在中期选举之前，联储11月议息会议就会举行（11月1日-2日），所以11月联储可能仍要政治优先，但是12月13-14日的最后一次议息会议，将可能是联储的目标函数发生转变的关键时点。风险提示美国通胀超预期，美联储紧缩超预期，美国劳动力市场走弱超预期","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932497229,"gmtCreate":1662971532461,"gmtModify":1676537173795,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932497229","repostId":"1161581783","repostType":4,"isVote":1,"tweetType":1,"viewCount":2056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936553613,"gmtCreate":1662786046132,"gmtModify":1676537141638,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936553613","repostId":"1144561403","repostType":4,"repost":{"id":"1144561403","kind":"news","pubTimestamp":1662767155,"share":"https://ttm.financial/m/news/1144561403?lang=&edition=fundamental","pubTime":"2022-09-10 07:45","market":"sh","language":"zh","title":"能源危机下太阳能一枝独秀？欧盟太阳能发电量刷新纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1144561403","media":"华尔街见闻","summary":"在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机","content":"<html><head></head><body><blockquote>在今年夏季的四个月中，<a href=\"https://laohu8.com/S/000591\">太阳能</a>发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。</blockquote><p>当前欧洲面临严重的能源危机，天然气、水电和核电的供应都不充足，唯有太阳能发电一枝独秀，在夏季的几个月里创下了新纪录。</p><p>根据英国环境智库Ember的研究，整个欧洲大陆的晴朗炎热天气和太阳能装置的增加促成了太阳能在欧盟创纪录的发电量，比去年夏天高出28%。</p><p>5月至8月期间，欧盟太阳能发电量为99.4太瓦时。它占该地区发电量的12%，高于去年夏天的9%。不过，值得注意的是，太阳能发电占比的提升的部分原因是其他能源供应的下降。</p><p>Ember高级分析师、该报告的作者之一Paweł Czyżak认为，随着太阳能已经可以在欧盟供应超过10%的电力，这为向清洁能源和更好的能源安全过渡带来了希望。</p><p>太阳能在全部发电方式中份额最高的是荷兰，为23%，德国为19%。</p><p><b>Ember估计，在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。</b></p><p>国际可再生能源署技术与创新主管Dolf Gielen表示，太阳能发电创纪录的主要原因是在欧洲安装了更多的太阳能发电场：</p><blockquote>欧洲太阳能产能每年增长约15%，但是带来的发电量增长可能超过15%，因为最新太阳能面板的效率更高。</blockquote><p>太阳能在欧洲总发电量中的份额也受到干旱的影响，干旱抑制了法国等国家的水电和核能发电。</p><p><b>即便如此，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。欧洲国家正在寻求提高其储存能源的能力，以应对太阳能等可再生能源的增长。</b></p><p>Ember表示，波兰的太阳能发电量在过去五年中增幅最大，在2018年夏季至2022年夏季期间增长了26倍。此外，芬兰、匈牙利、立陶宛和荷兰的太阳能发电量也出现了大幅增长。</p><p>Czyżak说：</p><blockquote>太阳能发电快速增长带来的最大的收获是，如果我们想为进口化石燃料支付更少的费用，如果我们想提高能源安全性，那么可再生能源就是前进的道路。</blockquote></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>能源危机下太阳能一枝独秀？欧盟太阳能发电量刷新纪录</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n能源危机下太阳能一枝独秀？欧盟太阳能发电量刷新纪录\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-10 07:45 北京时间 <a href=https://wallstreetcn.com/articles/3670017><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机，天然气、水电和核电的供应都不充足，唯有太阳能发电一枝独秀，在夏季的几个月里创下了新纪录。根据英国环境智库Ember的研究，整个欧洲大陆的晴朗炎热天气和太阳能装置的增加促成了太阳能在欧盟创纪录的发电量...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3670017\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f0101773a2c494e22d3f6cd8c68124c3","relate_stocks":{"BK0054":"太阳能发电","BK0132":"高送转概念","BK0271":"能源供应","000591":"太阳能"},"source_url":"https://wallstreetcn.com/articles/3670017","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144561403","content_text":"在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。但是，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。当前欧洲面临严重的能源危机，天然气、水电和核电的供应都不充足，唯有太阳能发电一枝独秀，在夏季的几个月里创下了新纪录。根据英国环境智库Ember的研究，整个欧洲大陆的晴朗炎热天气和太阳能装置的增加促成了太阳能在欧盟创纪录的发电量，比去年夏天高出28%。5月至8月期间，欧盟太阳能发电量为99.4太瓦时。它占该地区发电量的12%，高于去年夏天的9%。不过，值得注意的是，太阳能发电占比的提升的部分原因是其他能源供应的下降。Ember高级分析师、该报告的作者之一Paweł Czyżak认为，随着太阳能已经可以在欧盟供应超过10%的电力，这为向清洁能源和更好的能源安全过渡带来了希望。太阳能在全部发电方式中份额最高的是荷兰，为23%，德国为19%。Ember估计，在今年夏季的四个月中，太阳能发电为欧盟节省了200亿立方米的天然气进口量。国际可再生能源署技术与创新主管Dolf Gielen表示，太阳能发电创纪录的主要原因是在欧洲安装了更多的太阳能发电场：欧洲太阳能产能每年增长约15%，但是带来的发电量增长可能超过15%，因为最新太阳能面板的效率更高。太阳能在欧洲总发电量中的份额也受到干旱的影响，干旱抑制了法国等国家的水电和核能发电。即便如此，太阳能的间歇性意味着它必须与其他可以在夜间发电的能源生产方式相辅相成，例如天然气或燃煤发电厂。欧洲国家正在寻求提高其储存能源的能力，以应对太阳能等可再生能源的增长。Ember表示，波兰的太阳能发电量在过去五年中增幅最大，在2018年夏季至2022年夏季期间增长了26倍。此外，芬兰、匈牙利、立陶宛和荷兰的太阳能发电量也出现了大幅增长。Czyżak说：太阳能发电快速增长带来的最大的收获是，如果我们想为进口化石燃料支付更少的费用，如果我们想提高能源安全性，那么可再生能源就是前进的道路。","news_type":1,"symbols_score_info":{"000591":0.9}},"isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939622995,"gmtCreate":1662100183817,"gmtModify":1676536997897,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939622995","repostId":"2264313229","repostType":4,"repost":{"id":"2264313229","kind":"news","pubTimestamp":1662094668,"share":"https://ttm.financial/m/news/2264313229?lang=&edition=fundamental","pubTime":"2022-09-02 12:57","market":"us","language":"zh","title":"气候法案激励节能产品投资,大摩上调设备制造商目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2264313229","media":"智通财经","summary":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对节能产品的最大投资，该法案拨出210亿美元用于退税和联邦税收减免，用于在未来10年内改善人们的住房节能。</p><p>摩根士丹利分析师Joshua Pokrzywinski在报告中称，设备制造商最大的营收增长将来自用热泵取代空调和炉子的家庭。热泵是一种一体化的设备，可以更有效地冷却和加热房屋。Pokrzywinski称：“热泵技术在过去十年中不断改进，而且在更多地区也有可能采用。”</p><p>据悉，摩根士丹利在报告中提到的供暖和制冷系统制造商的股价在周四都上涨，截至周四收盘，<a href=\"https://laohu8.com/S/LII\">雷诺士</a>(LII.US)以3.64%的涨幅领涨，<a href=\"https://laohu8.com/S/JCI\">江森自控</a>(JCI.US)收涨2.79%，Trane技术(TT.US)收涨2.23%，<a href=\"https://laohu8.com/S/CARR\">开利全球</a>(CARR.US)收涨1.71%，华斯科(WSO.US)收涨0.72%。</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>如上表所示，摩根士丹利对这些股票都上调了目标价，并给予江森自控、开利全球及Trane技术“增持”评级。</p></body></html>","source":"stock_zhitongcaijing","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>气候法案激励节能产品投资,大摩上调设备制造商目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n气候法案激励节能产品投资,大摩上调设备制造商目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 12:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/786626.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对节能产品的最大投资，该法案拨出210亿美元用于退税和联邦税收减免，用于在未来10年内改善人们的住房节能。摩根士丹利分析师Joshua Pokrzywinski在报告中称，设备制造商最大的营收增长将来自...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/786626.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/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"http://www.zhitongcaijing.com/content/detail/786626.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264313229","content_text":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对节能产品的最大投资，该法案拨出210亿美元用于退税和联邦税收减免，用于在未来10年内改善人们的住房节能。摩根士丹利分析师Joshua Pokrzywinski在报告中称，设备制造商最大的营收增长将来自用热泵取代空调和炉子的家庭。热泵是一种一体化的设备，可以更有效地冷却和加热房屋。Pokrzywinski称：“热泵技术在过去十年中不断改进，而且在更多地区也有可能采用。”据悉，摩根士丹利在报告中提到的供暖和制冷系统制造商的股价在周四都上涨，截至周四收盘，雷诺士(LII.US)以3.64%的涨幅领涨，江森自控(JCI.US)收涨2.79%，Trane技术(TT.US)收涨2.23%，开利全球(CARR.US)收涨1.71%，华斯科(WSO.US)收涨0.72%。如上表所示，摩根士丹利对这些股票都上调了目标价，并给予江森自控、开利全球及Trane技术“增持”评级。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":2477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995525262,"gmtCreate":1661484507158,"gmtModify":1676536528738,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/68268f71bc9984651ec1abc35349f774","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995525262","isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993748491,"gmtCreate":1660741450516,"gmtModify":1676536389788,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993748491","repostId":"2260384344","repostType":4,"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990554273,"gmtCreate":1660374942694,"gmtModify":1676533461818,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>wow","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>wow","text":"$拼多多(PDD)$wow","images":[{"img":"https://community-static.tradeup.com/news/bafe8bbee4e33789bea29bcbfa8714bd","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990554273","isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901823308,"gmtCreate":1659163832304,"gmtModify":1676536267945,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/dd9d5ea6a0754fe9631c1bc329134e78","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901823308","isVote":1,"tweetType":1,"viewCount":1995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900088688,"gmtCreate":1658618855844,"gmtModify":1676536181485,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/2e40475961d8875277b1bc6069020704","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900088688","isVote":1,"tweetType":1,"viewCount":3742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}
