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最怕马后炮

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最怕马后炮

05-17

$中国平安(02318)$ 看多

最怕马后炮

04-17

跌成shi了都

鲍威尔再挫降息预期，但市场为何“不太在意”？

最怕马后炮

02-27

问题是为啥bkr狂泄。。。

最怕马后炮

02-07

$伯克希尔B(BRK.B)$ 一轮美股大牛市在路上，基本原因是天量a股资金即将出逃到美股

最怕马后炮

2022-10-28

现在呢，腾讯又不是腾讯了？

连跌后股价上涨4.55%，腾讯还是腾讯

最怕马后炮

2022-10-24

$中国海外互联网ETF-KraneShares(KWEB)$这个基金怕是要完

最怕马后炮

2022-10-13

$中国海外互联网ETF-KraneShares(KWEB)$我感觉这个标的可以做空到1，不到零是因为腾讯

最怕马后炮

2022-09-21

$三倍做空富时中国ETF-Direxion(YANG)$稳赚不赔

最怕马后炮

2022-07-25

$三倍做空富时中国ETF-Direxion(YANG)$这个还不张？

最怕马后炮

2022-03-15

互联网赚了谁的钱？一个用户刷抖音，看美食，引导到拼多多，美团买了好吃的，骑手/快递送到家。价格降低了，商家赚钱了，经济活跃了，媒体公司赚了流量钱，上市，圈钱，烧钱。o2o，电子商务赚了手续费，上市，扩张，烧钱，再上市。为市值买单的是股市投资者。支撑股市的是我们这样的消费者，实体经济中的餐饮，外卖，快递等等。整个是个良性循环，如果故事被强迫打断，现在股市没人买单了，估值没人认可了，其他链路还能长久么？那我们在图啥，有些不理解，这样做的好处是什么呢？

最怕马后炮

2022-03-02

$俄罗斯ETF-Market Vectors(RSX)$无脑空，终于get到了，五块见了朋友们

最怕马后炮

2020-11-20

$京东(JD)$醒醒哥，您是中邪了？

最怕马后炮

2020-10-23

$贝壳(BEKE)$等散户跑步进场，然后一锅

去老虎APP查看更多动态

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09:05","market":"us","language":"zh","title":"鲍威尔再挫降息预期，但市场为何“不太在意”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2428533561","media":"华尔街见闻","summary":"企业盈利已取代货币政策成为美股波动的主要驱动力。","content":"<html><head></head><body><blockquote><p>一方面，鲍威尔之前其他美联储高官已经给市场打了“预防针”，一方面，企业盈利已取代货币政策成为美股波动的主要驱动力。</p></blockquote><p>周二美股对美联储主席鲍威尔关于利率前景的鹰派言论反应平淡，这可能出乎一些市场观察人士的意料。</p><p>美联储主席周二放鹰称，近期数据表明通胀缺乏进一步进展，可能需要更长时间才能对通胀有信心，让高利率政策在更长时间内发挥作用可能是适宜的。</p><p>鲍威尔发表了艾弗科尔ISI分析师所描述的降息计划的“谨慎重置”，这本应引发市场更大的波动。</p><p>然而，投资者基本上保持冷静。标准普尔500指数收盘价高于盘中低点，道琼斯工业平均指数则终结了连续六个交易日的跌势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35348d5fa77f177f76c05f54122000d7\" tg-width=\"960\" tg-height=\"591\"/></p><p>对利率敏感的两年期美债收益率一度突破5%，达到11月以来的最高水平，但收盘时比盘中最高点低4个基点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5be7c1471ef592b55949a823ee3fe0\" tg-width=\"960\" tg-height=\"590\"/></p><p>市场策略师和基金经理表示，市场的平静归因于两个因素。</p><p>首先，<strong>鲍威尔之前其他美联储高官已经给市场打了“预防针”，称在没有更多通胀放缓迹象的情况下，他们不愿意降息。</strong></p><p>比如，周二早些时候，美联储副主席菲利普·杰弗逊暗示，在&#34;持续&#34;通胀显示出进一步放缓迹象之前，利率可能会维持在20多年来的最高水平。</p><p>旧金山联储主席戴利芝加哥联储主席古尔斯比等多位官员表达了类似的观点。</p><p>投资咨询公司Taiber Kosmala &amp; Associates的董事总经理Phil Kosmala表示：</p><blockquote><p>鲍威尔今天的言论与最近其他发表讲话的FOMC成员并没有太大差异。</p></blockquote><p>另外一个原因是，正如股票策略师Savita Subramanian所说，<strong>现在企业盈利已取代货币政策成为美股波动的主要驱动力。</strong></p><p>根据亚特兰大联储GDPNow跟踪指标的最新预测，美国第一季度GDP同比增长2.9%，这对于企业盈利而言是利好信号。</p><p>分析认为，从各方面来看，美股当前面临的最大威胁不是美联储，而是企业盈利增长。</p><p>美国银行资产管理公司高级投资策略师Rob Haworth表示，投资者不能再依赖美联储降息来提振股市。相反，企业可能需要达到华尔街制定的盈利增长预期，才能维持反弹势头。</p><blockquote><p>盈利仍然是市场的关键。</p></blockquote><p>Kosmala认为，<strong>最大的盈利风险可能出现在第四季度，预计届时<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的盈利将增长17.7%，收入将增长5.8%。</strong></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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鲍威尔再挫降息预期，但市场为何“不太在意”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 09:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712913><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一方面，鲍威尔之前其他美联储高官已经给市场打了“预防针”，一方面，企业盈利已取代货币政策成为美股波动的主要驱动力。周二美股对美联储主席鲍威尔关于利率前景的鹰派言论反应平淡，这可能出乎一些市场观察人士的意料。美联储主席周二放鹰称，近期数据表明通胀缺乏进一步进展，可能需要更长时间才能对通胀有信心，让高利率政策在更长时间内发挥作用可能是适宜的。鲍威尔发表了艾弗科尔ISI分析师所描述的降息计划的“谨慎重置...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712913\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3712913","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428533561","content_text":"一方面，鲍威尔之前其他美联储高官已经给市场打了“预防针”，一方面，企业盈利已取代货币政策成为美股波动的主要驱动力。周二美股对美联储主席鲍威尔关于利率前景的鹰派言论反应平淡，这可能出乎一些市场观察人士的意料。美联储主席周二放鹰称，近期数据表明通胀缺乏进一步进展，可能需要更长时间才能对通胀有信心，让高利率政策在更长时间内发挥作用可能是适宜的。鲍威尔发表了艾弗科尔ISI分析师所描述的降息计划的“谨慎重置”，这本应引发市场更大的波动。然而，投资者基本上保持冷静。标准普尔500指数收盘价高于盘中低点，道琼斯工业平均指数则终结了连续六个交易日的跌势。对利率敏感的两年期美债收益率一度突破5%，达到11月以来的最高水平，但收盘时比盘中最高点低4个基点。市场策略师和基金经理表示，市场的平静归因于两个因素。首先，鲍威尔之前其他美联储高官已经给市场打了“预防针”，称在没有更多通胀放缓迹象的情况下，他们不愿意降息。比如，周二早些时候，美联储副主席菲利普·杰弗逊暗示，在\"持续\"通胀显示出进一步放缓迹象之前，利率可能会维持在20多年来的最高水平。旧金山联储主席戴利芝加哥联储主席古尔斯比等多位官员表达了类似的观点。投资咨询公司Taiber Kosmala & Associates的董事总经理Phil Kosmala表示：鲍威尔今天的言论与最近其他发表讲话的FOMC成员并没有太大差异。另外一个原因是，正如股票策略师Savita Subramanian所说，现在企业盈利已取代货币政策成为美股波动的主要驱动力。根据亚特兰大联储GDPNow跟踪指标的最新预测，美国第一季度GDP同比增长2.9%，这对于企业盈利而言是利好信号。分析认为，从各方面来看，美股当前面临的最大威胁不是美联储，而是企业盈利增长。美国银行资产管理公司高级投资策略师Rob 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href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a> 一轮美股大牛市在路上，基本原因是天量a股资金即将出逃到美股","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$ </a> 一轮美股大牛市在路上，基本原因是天量a股资金即将出逃到美股","text":"$伯克希尔B(BRK.B)$ 一轮美股大牛市在路上，基本原因是天量a股资金即将出逃到美股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/271497740984424","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489013695269777","authorId":"3489013695269777","name":"最怕马后炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"content":"伯克希尔 ，spy这种将会是中国人的主要标的之一","text":"伯克希尔 ，spy这种将会是中国人的主要标的之一","html":"伯克希尔 ，spy这种将会是中国人的主要标的之一"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665944373,"gmtCreate":1666925803492,"gmtModify":1666925806717,"author":{"id":"3489013695269777","authorId":"3489013695269777","name":"最怕马后炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"现在呢，腾讯又不是腾讯了？","listText":"现在呢，腾讯又不是腾讯了？","text":"现在呢，腾讯又不是腾讯了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665944373","repostId":"2278727698","repostType":2,"repost":{"id":"2278727698","pubTimestamp":1666759916,"share":"https://www.laohu8.com/m/news/2278727698?lang=&edition=full","pubTime":"2022-10-26 12:51","market":"sh","language":"zh","title":"连跌后股价上涨4.55%，腾讯还是腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2278727698","media":"北京商报","summary":"2021年下半年以来，腾讯股价从300多港元一路下滑，为提振市场信心，腾讯不断回购自家股份，据不完全统计，腾讯年内已经回购75次，回购总金额238.8亿港元。业内人士认为此举或与反垄断监管有关，但观其自身战略，自2018年9月30日腾讯架构大调之后，这家互联网巨头对产业互联网的重视一直没变。从QQ到网络游戏再到全真互联，腾讯还是腾讯，但已不是原来那个腾讯。","content":"<div>\n<p>北京商报讯（记者 魏蔚）10月26日中午收盘时，腾讯股价涨幅4.55%收至215.8港元/股，总市值2.07万亿港元。虽然这距离腾讯的巅峰时将近700港元的股价不值一提，但在近几个月实属高光时刻。2021年下半年以来，腾讯股价从300多港元一路下滑，为提振市场信心，腾讯不断回购自家股份，据不完全统计，腾讯年内已经回购75次，回购总金额238.8亿港元。在这期间，腾讯对多家持股企业的抛售也同步进行，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e7020014rdh.html\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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\" 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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连跌后股价上涨4.55%，腾讯还是腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 12:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e7020014rdh.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京商报讯（记者 魏蔚）10月26日中午收盘时，腾讯股价涨幅4.55%收至215.8港元/股，总市值2.07万亿港元。虽然这距离腾讯的巅峰时将近700港元的股价不值一提，但在近几个月实属高光时刻。2021年下半年以来，腾讯股价从300多港元一路下滑，为提振市场信心，腾讯不断回购自家股份，据不完全统计，腾讯年内已经回购75次，回购总金额238.8亿港元。在这期间，腾讯对多家持股企业的抛售也同步进行，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e7020014rdh.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0048580855.USD":"富达大中华区A","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" 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看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306686824112144","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296145974714400,"gmtCreate":1713331377653,"gmtModify":1713331379302,"author":{"id":"3489013695269777","authorId":"3489013695269777","name":"最怕马后炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"跌成shi了都","listText":"跌成shi了都","text":"跌成shi了都","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296145974714400","repostId":"2428533561","repostType":4,"repost":{"id":"2428533561","pubTimestamp":1713315951,"share":"https://www.laohu8.com/m/news/2428533561?lang=&edition=full","pubTime":"2024-04-17 09:05","market":"us","language":"zh","title":"鲍威尔再挫降息预期，但市场为何“不太在意”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2428533561","media":"华尔街见闻","summary":"企业盈利已取代货币政策成为美股波动的主要驱动力。","content":"<html><head></head><body><blockquote><p>一方面，鲍威尔之前其他美联储高官已经给市场打了“预防针”，一方面，企业盈利已取代货币政策成为美股波动的主要驱动力。</p></blockquote><p>周二美股对美联储主席鲍威尔关于利率前景的鹰派言论反应平淡，这可能出乎一些市场观察人士的意料。</p><p>美联储主席周二放鹰称，近期数据表明通胀缺乏进一步进展，可能需要更长时间才能对通胀有信心，让高利率政策在更长时间内发挥作用可能是适宜的。</p><p>鲍威尔发表了艾弗科尔ISI分析师所描述的降息计划的“谨慎重置”，这本应引发市场更大的波动。</p><p>然而，投资者基本上保持冷静。标准普尔500指数收盘价高于盘中低点，道琼斯工业平均指数则终结了连续六个交易日的跌势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35348d5fa77f177f76c05f54122000d7\" tg-width=\"960\" tg-height=\"591\"/></p><p>对利率敏感的两年期美债收益率一度突破5%，达到11月以来的最高水平，但收盘时比盘中最高点低4个基点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d5be7c1471ef592b55949a823ee3fe0\" tg-width=\"960\" tg-height=\"590\"/></p><p>市场策略师和基金经理表示，市场的平静归因于两个因素。</p><p>首先，<strong>鲍威尔之前其他美联储高官已经给市场打了“预防针”，称在没有更多通胀放缓迹象的情况下，他们不愿意降息。</strong></p><p>比如，周二早些时候，美联储副主席菲利普·杰弗逊暗示，在&#34;持续&#34;通胀显示出进一步放缓迹象之前，利率可能会维持在20多年来的最高水平。</p><p>旧金山联储主席戴利芝加哥联储主席古尔斯比等多位官员表达了类似的观点。</p><p>投资咨询公司Taiber Kosmala &amp; Associates的董事总经理Phil Kosmala表示：</p><blockquote><p>鲍威尔今天的言论与最近其他发表讲话的FOMC成员并没有太大差异。</p></blockquote><p>另外一个原因是，正如股票策略师Savita Subramanian所说，<strong>现在企业盈利已取代货币政策成为美股波动的主要驱动力。</strong></p><p>根据亚特兰大联储GDPNow跟踪指标的最新预测，美国第一季度GDP同比增长2.9%，这对于企业盈利而言是利好信号。</p><p>分析认为，从各方面来看，美股当前面临的最大威胁不是美联储，而是企业盈利增长。</p><p>美国银行资产管理公司高级投资策略师Rob Haworth表示，投资者不能再依赖美联储降息来提振股市。相反，企业可能需要达到华尔街制定的盈利增长预期，才能维持反弹势头。</p><blockquote><p>盈利仍然是市场的关键。</p></blockquote><p>Kosmala认为，<strong>最大的盈利风险可能出现在第四季度，预计届时<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的盈利将增长17.7%，收入将增长5.8%。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>鲍威尔再挫降息预期，但市场为何“不太在意”？</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; 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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鲍威尔再挫降息预期，但市场为何“不太在意”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 09:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712913><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一方面，鲍威尔之前其他美联储高官已经给市场打了“预防针”，一方面，企业盈利已取代货币政策成为美股波动的主要驱动力。周二美股对美联储主席鲍威尔关于利率前景的鹰派言论反应平淡，这可能出乎一些市场观察人士的意料。美联储主席周二放鹰称，近期数据表明通胀缺乏进一步进展，可能需要更长时间才能对通胀有信心，让高利率政策在更长时间内发挥作用可能是适宜的。鲍威尔发表了艾弗科尔ISI分析师所描述的降息计划的“谨慎重置...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712913\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3712913","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428533561","content_text":"一方面，鲍威尔之前其他美联储高官已经给市场打了“预防针”，一方面，企业盈利已取代货币政策成为美股波动的主要驱动力。周二美股对美联储主席鲍威尔关于利率前景的鹰派言论反应平淡，这可能出乎一些市场观察人士的意料。美联储主席周二放鹰称，近期数据表明通胀缺乏进一步进展，可能需要更长时间才能对通胀有信心，让高利率政策在更长时间内发挥作用可能是适宜的。鲍威尔发表了艾弗科尔ISI分析师所描述的降息计划的“谨慎重置”，这本应引发市场更大的波动。然而，投资者基本上保持冷静。标准普尔500指数收盘价高于盘中低点，道琼斯工业平均指数则终结了连续六个交易日的跌势。对利率敏感的两年期美债收益率一度突破5%，达到11月以来的最高水平，但收盘时比盘中最高点低4个基点。市场策略师和基金经理表示，市场的平静归因于两个因素。首先，鲍威尔之前其他美联储高官已经给市场打了“预防针”，称在没有更多通胀放缓迹象的情况下，他们不愿意降息。比如，周二早些时候，美联储副主席菲利普·杰弗逊暗示，在\"持续\"通胀显示出进一步放缓迹象之前，利率可能会维持在20多年来的最高水平。旧金山联储主席戴利芝加哥联储主席古尔斯比等多位官员表达了类似的观点。投资咨询公司Taiber Kosmala & Associates的董事总经理Phil Kosmala表示：鲍威尔今天的言论与最近其他发表讲话的FOMC成员并没有太大差异。另外一个原因是，正如股票策略师Savita Subramanian所说，现在企业盈利已取代货币政策成为美股波动的主要驱动力。根据亚特兰大联储GDPNow跟踪指标的最新预测，美国第一季度GDP同比增长2.9%，这对于企业盈利而言是利好信号。分析认为，从各方面来看，美股当前面临的最大威胁不是美联储，而是企业盈利增长。美国银行资产管理公司高级投资策略师Rob Haworth表示，投资者不能再依赖美联储降息来提振股市。相反，企业可能需要达到华尔街制定的盈利增长预期，才能维持反弹势头。盈利仍然是市场的关键。Kosmala认为，最大的盈利风险可能出现在第四季度，预计届时标普500指数的盈利将增长17.7%，收入将增长5.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665944373,"gmtCreate":1666925803492,"gmtModify":1666925806717,"author":{"id":"3489013695269777","authorId":"3489013695269777","name":"最怕马后炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"现在呢，腾讯又不是腾讯了？","listText":"现在呢，腾讯又不是腾讯了？","text":"现在呢，腾讯又不是腾讯了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665944373","repostId":"2278727698","repostType":2,"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662536621,"gmtCreate":1666623647863,"gmtModify":1666623648812,"author":{"id":"3489013695269777","authorId":"3489013695269777","name":"最怕马后炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>这个基金怕是要完","listText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>这个基金怕是要完","text":"$中国海外互联网ETF-KraneShares(KWEB)$这个基金怕是要完","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662536621","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666239697,"gmtCreate":1665659167019,"gmtModify":1665659168417,"author":{"id":"3489013695269777","authorId":"3489013695269777","name":"最怕马后炮","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>我感觉这个标的可以做空到1，不到零是因为腾讯","listText":"<a href=\"https://laohu8.com/S/KWEB\">$中国海外互联网ETF-KraneShares(KWEB)$</a>我感觉这个标的可以做空到1，不到零是因为腾讯","text":"$中国海外互联网ETF-KraneShares(KWEB)$我感觉这个标的可以做空到1，不到零是因为腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666239697","isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}