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2023-07-25
$标普500(.SPX)$
求求你快跌吧
各部位注意
2023-07-12
唉，脸都被打歪了
抱歉，原内容已删除
各部位注意
2023-05-21
我希望赶快违约，引发市场大跌
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各部位注意
2022-12-30
cpi降到2%，说这个话的自己都不信吧😄
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10:27","market":"sh","language":"zh","title":"6月1日大限越来越近，美国债务上限“极限博弈”会玩脱吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160229499","media":"华尔街见闻","summary":"摘要：债务上限谈判本周末不会再有进展，共和党议长麦卡锡称，只有等拜登开完G7峰会，谈判才能继续。从安抚全世界“美国不会违约”，到指责对方“想让我们伟大的国家陷入违约”，美国债务上限谈判的前景在短短几天","content":"<html><head></head><body><blockquote>摘要：债务上限谈判本周末不会再有进展，共和党议长麦卡锡称，只有等拜登开完G7峰会，谈判才能继续。</blockquote><p style=\"text-align: justify;\">从安抚全世界“美国不会违约”，到指责对方“想让我们伟大的国家陷入违约”，美国债务上限谈判的前景在短短几天内急转直下。</p><p style=\"text-align: justify;\">这个周末，投资者可能不会再听到关于谈判的新进展了。当地时间周六下午，共和党议长麦卡锡称，直到周日晚上拜登从在日本举行的G7峰会上回来，谈判才有可能继续推进。</p><h2>周末不会再有进展</h2><p style=\"text-align: justify;\">还有不到10天，美国政府将迎来债务上限X day。但民主党和共和党人似乎都不太着急，两党的政治演出比百老汇的戏剧更加精彩。</p><p style=\"text-align: justify;\">拜登目前身在日本广岛，参加七国集团峰会，预计回国时间在周日晚11点左右。</p><p style=\"text-align: justify;\">麦卡锡在周六下午的记者会上表示，由于民主党政府在预算协议谈判中“倒退”，导致周一开市前取得突破以安抚市场的希望破灭。</p><p style=\"text-align: justify;\">他说：</p><blockquote>“我认为，在总统回到国内之前，我们将无法向前迈进。”</blockquote><h2>极限博弈之下，拜登仍然相信可以避免违约</h2><p style=\"text-align: justify;\">美国政府必须在6月1日前提高其债务上限，否则，将面临建国以来前所未有的债务违约。</p><p style=\"text-align: justify;\">从历史经验来看，仅仅是违约的可能性，也会使全球金融市场陷入动荡，令本就在衰退边缘的美国经济雪上加霜。</p><p style=\"text-align: justify;\">此外，任何关于债务上限的协议都需要几天时间才能在国会两院获得通过，并由总统签署。离最后期限越近，市场就会越恐慌。</p><p style=\"text-align: justify;\">从这个周末的状况来看，<strong>民主党和共和党人似乎在玩一场极限博弈的游戏，并不急于达成协议</strong>：</p><p style=\"text-align: justify;\">在周五早上的第一次会议上，共和党的谈判代表与白宫代表的闭门会议开始后不久便突然离开，一名共和党代表称白宫不讲道理，谈判“暂停”，直到几个小时候才终于恢复，但也没有取得任何进展。</p><p style=\"text-align: justify;\">白宫新闻发言人Karine Jean-Pierre在周六的一份声明中表示：</p><blockquote>“除非极端党派的要求得到满足，否则我们的国家将有史以来第一次陷入违约。”</blockquote><p style=\"text-align: justify;\">鉴于违约带来的负面经济影响，以及不可预测的政治影响，民主党政府和国会共和党人仍有望最终达成协议。</p><p style=\"text-align: justify;\">当地时间周六早晨，拜登在日本表示：</p><blockquote>"第一次会议并不是那么有进展。但还有第二次、第三次。”</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>6月1日大限越来越近，美国债务上限“极限博弈”会玩脱吗？</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{ 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{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\">\n6月1日大限越来越近，美国债务上限“极限博弈”会玩脱吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-21 10:27 北京时间 <a href=https://wallstreetcn.com/articles/3689244><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：债务上限谈判本周末不会再有进展，共和党议长麦卡锡称，只有等拜登开完G7峰会，谈判才能继续。从安抚全世界“美国不会违约”，到指责对方“想让我们伟大的国家陷入违约”，美国债务上限谈判的前景在短短几天内急转直下。这个周末，投资者可能不会再听到关于谈判的新进展了。当地时间周六下午，共和党议长麦卡锡称，直到周日晚上拜登从在日本举行的G7峰会上回来，谈判才有可能继续推进。周末不会再有进展还有不到10天，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689244\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92ece06f0d5f47ced3643ec6cfcc433e","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3689244","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160229499","content_text":"摘要：债务上限谈判本周末不会再有进展，共和党议长麦卡锡称，只有等拜登开完G7峰会，谈判才能继续。从安抚全世界“美国不会违约”，到指责对方“想让我们伟大的国家陷入违约”，美国债务上限谈判的前景在短短几天内急转直下。这个周末，投资者可能不会再听到关于谈判的新进展了。当地时间周六下午，共和党议长麦卡锡称，直到周日晚上拜登从在日本举行的G7峰会上回来，谈判才有可能继续推进。周末不会再有进展还有不到10天，美国政府将迎来债务上限X day。但民主党和共和党人似乎都不太着急，两党的政治演出比百老汇的戏剧更加精彩。拜登目前身在日本广岛，参加七国集团峰会，预计回国时间在周日晚11点左右。麦卡锡在周六下午的记者会上表示，由于民主党政府在预算协议谈判中“倒退”，导致周一开市前取得突破以安抚市场的希望破灭。他说：“我认为，在总统回到国内之前，我们将无法向前迈进。”极限博弈之下，拜登仍然相信可以避免违约美国政府必须在6月1日前提高其债务上限，否则，将面临建国以来前所未有的债务违约。从历史经验来看，仅仅是违约的可能性，也会使全球金融市场陷入动荡，令本就在衰退边缘的美国经济雪上加霜。此外，任何关于债务上限的协议都需要几天时间才能在国会两院获得通过，并由总统签署。离最后期限越近，市场就会越恐慌。从这个周末的状况来看，民主党和共和党人似乎在玩一场极限博弈的游戏，并不急于达成协议：在周五早上的第一次会议上，共和党的谈判代表与白宫代表的闭门会议开始后不久便突然离开，一名共和党代表称白宫不讲道理，谈判“暂停”，直到几个小时候才终于恢复，但也没有取得任何进展。白宫新闻发言人Karine Jean-Pierre在周六的一份声明中表示：“除非极端党派的要求得到满足，否则我们的国家将有史以来第一次陷入违约。”鉴于违约带来的负面经济影响，以及不可预测的政治影响，民主党政府和国会共和党人仍有望最终达成协议。当地时间周六早晨，拜登在日本表示：\"第一次会议并不是那么有进展。但还有第二次、第三次。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201787112357960,"gmtCreate":1690300559158,"gmtModify":1690300923710,"author":{"id":"3470634505533609","authorId":"3470634505533609","name":"各部位注意","avatar":"https://static.tigerbbs.com/3fb2422ae759a6a51192a773dff5aeb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a>求求你快跌吧","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a>求求你快跌吧","text":"$标普500(.SPX)$ 求求你快跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201787112357960","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197190663200784,"gmtCreate":1689171940571,"gmtModify":1689172443013,"author":{"id":"3470634505533609","authorId":"3470634505533609","name":"各部位注意","avatar":"https://static.tigerbbs.com/3fb2422ae759a6a51192a773dff5aeb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"唉，脸都被打歪了","listText":"唉，脸都被打歪了","text":"唉，脸都被打歪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197190663200784","repostId":"2350572458","repostType":2,"repost":{"id":"2350572458","pubTimestamp":1689171556,"share":"https://www.laohu8.com/m/news/2350572458?lang=&edition=full","pubTime":"2023-07-12 22:19","market":"sh","language":"zh","title":"抛售信号闪烁！大摩知名空头：流动性指标不再支持美股上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2350572458","media":"智通财经","summary":"$摩根士丹利$股票策略师Mike Wilson继续为自己的看空立场提出论据，他强调了流动性和股价之间的关系。Wilson正确预测了2022年美股下跌，但在今年科技股主导的股市上涨中，他一直坚持看空立场。Wilson表示，美国国内流动性指标不再支持股票估值上升。他表示:“直到最近，该指标还与标普500指数的价格密切相关。”","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>股票策略师Mike Wilson继续为自己的看空立场提出论据，他强调了流动性和股价之间的关系。Wilson正确预测了2022年美股下跌，但在今年科技股主导的股市上涨中，他一直坚持看空立场。Wilson表示，美国国内流动性指标不再支持股票估值上升。他表示:“直到最近，该指标还与标普500指数的价格密切相关。”“在过去一年的大部分时间里，这种关系一直保持得相当好，但在过去一个月里，它开始出现相当有意义的分化。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ebffde59620b8b2c7286a87bee3c4e1\" tg-width=\"728\" tg-height=\"424\"/></p><p>他表示:“过去，当这些分化出现时，它们预示着买入或卖出的好时机。”“目前，这些指标的分化程度(即流动性下降，指数上升，这是一种看跌信号)达到近期最严重的水平。“</p><p>Wilson补充说:“在我们看来，除了对2023年下半年每股收益的乐观情绪之外，今年迄今的股票估值倍数扩张有两个原因:1)在美元走弱和美国联邦存款保险公司(FDIC)救助储户之际，全球央行提供了过剩的流动性;2)人们对人工智能提振生产率和盈利增长的潜在影响感到兴奋。”“在流动性方面，我们认为这种支持正开始消退。”</p><p>“衡量流动性的一种方法是用美元衡量全球M2。去年10月我们转为战术性看涨的原因之一是我们认为美元正在见顶。再加上中国的重新开放和日本央行的货币政策行动，全球M2增加了近7万亿美元。”</p><p>Wilson表示:“我们之前已经指出，全球M2的变化率与全球股市以及标普500指数的走势相关。”“最近，标普500指数的表现超出了基于这种简单关系应有水平——也就是说，它似乎远远超出了自身应处的位置，除非人们假设以美元计算的全球M2即将重新加速增长。”</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>抛售信号闪烁！大摩知名空头：流动性指标不再支持美股上涨</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抛售信号闪烁！大摩知名空头：流动性指标不再支持美股上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-12 22:19 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/959711.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利股票策略师Mike Wilson继续为自己的看空立场提出论据，他强调了流动性和股价之间的关系。Wilson正确预测了2022年美股下跌，但在今年科技股主导的股市上涨中，他一直坚持看空立场。Wilson表示，美国国内流动性指标不再支持股票估值上升。他表示:“直到最近，该指标还与标普500指数的价格密切相关。”“在过去一年的大部分时间里，这种关系一直保持得相当好，但在过去一个月里，它开始出现...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/959711.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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4588":"碎股","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4581":"高盛持仓","BK4504":"桥水持仓","MS":"摩根士丹利","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"http://www.zhitongcaijing.com/content/detail/959711.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350572458","content_text":"摩根士丹利股票策略师Mike Wilson继续为自己的看空立场提出论据，他强调了流动性和股价之间的关系。Wilson正确预测了2022年美股下跌，但在今年科技股主导的股市上涨中，他一直坚持看空立场。Wilson表示，美国国内流动性指标不再支持股票估值上升。他表示:“直到最近，该指标还与标普500指数的价格密切相关。”“在过去一年的大部分时间里，这种关系一直保持得相当好，但在过去一个月里，它开始出现相当有意义的分化。”他表示:“过去，当这些分化出现时，它们预示着买入或卖出的好时机。”“目前，这些指标的分化程度(即流动性下降，指数上升，这是一种看跌信号)达到近期最严重的水平。“Wilson补充说:“在我们看来，除了对2023年下半年每股收益的乐观情绪之外，今年迄今的股票估值倍数扩张有两个原因:1)在美元走弱和美国联邦存款保险公司(FDIC)救助储户之际，全球央行提供了过剩的流动性;2)人们对人工智能提振生产率和盈利增长的潜在影响感到兴奋。”“在流动性方面，我们认为这种支持正开始消退。”“衡量流动性的一种方法是用美元衡量全球M2。去年10月我们转为战术性看涨的原因之一是我们认为美元正在见顶。再加上中国的重新开放和日本央行的货币政策行动，全球M2增加了近7万亿美元。”Wilson表示:“我们之前已经指出，全球M2的变化率与全球股市以及标普500指数的走势相关。”“最近，标普500指数的表现超出了基于这种简单关系应有水平——也就是说，它似乎远远超出了自身应处的位置，除非人们假设以美元计算的全球M2即将重新加速增长。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621577363,"gmtCreate":1672411442652,"gmtModify":1672412458774,"author":{"id":"3470634505533609","authorId":"3470634505533609","name":"各部位注意","avatar":"https://static.tigerbbs.com/3fb2422ae759a6a51192a773dff5aeb7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"cpi降到2%，说这个话的自己都不信吧😄","listText":"cpi降到2%，说这个话的自己都不信吧😄","text":"cpi降到2%，说这个话的自己都不信吧😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621577363","repostId":"2295926029","repostType":2,"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
