菜鸟老白的个人主页 - 老虎社区

菜鸟老白

菜鸟老白

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IP属地：海南

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4粉丝

2主题

0勋章

04-18

马斯克电动车没啥技术，把所有专利公开了，现在知道后悔了吧？

04-04

$特斯拉(TSLA)$ 养虎为患。

2023-10-13

$亿航智能(EH)$ 大家进厂没有喽？。光做空军不行了

2023-10-10

$COHERENT(COHR)$ 三菱投了10亿美金给你，你都搞不好哦，你这个怎么搞的哟？

2023-09-21

个个都在诋毁，看坏你呀。kb抓紧时间发布5亿回购啊。

抱歉，原内容已删除

2023-09-11

又想骗我们散户是？

Bowlero Issues Upbeat FY24 Sales Outlook, Plans Investments

2023-07-28

$SIGA Technologies Inc(SIGA)$ 这都不行了。

2023-07-13

$EdtechX Holdings Acquisition Corp. II(EDTXU)$ 有懂的解释一下喽，为什么他们花高价去买呢？

2023-07-13

$EdtechX Holdings Acquisition Corp. II(EDTX)$ 有懂的解释一下喽，为什么他们都在花高价去买呢？

2023-07-13

$EdtechX Holdings Acquisition Corp. II(EDTXU)$ 什么情况，花高价买。

2023-07-13

$EdtechX Holdings Acquisition Corp. II(EDTX)$ 什么情况都在花高价买呀。

2023-06-30

不要乱发放屁好不好

AMD Stock Has Reached Dangerously High Levels

2023-04-17

连小理想都搞不过，你不觉得丢人吗？背着诗背着

2023-03-24

你个贝佐斯，真的无药可救吗？

2023-02-16

$Rivian Automotive, Inc.(RIVN)$ 机会来了，赶快上车哟。

2023-02-02

$Rivian Automotive, Inc.(RIVN)$ 这个机器没用哦，始终都上不去呀。

2022-11-03

只管别人门前的雪.从不问自己瓦上的霜。

全球楼市泡沫一个一个爆了

2022-07-15

做空都要抓紧了。

抱歉，原内容已删除

2022-05-24

$CynergisTek Inc.(CTEK)$这个机器是被人家收购了吗？

2022-04-28

难看人家美金已经到103了。

抱歉，原内容已删除

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>养虎为患。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>养虎为患。","text":"$特斯拉(TSLA)$ 养虎为患。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291701981475136","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":230129106640896,"gmtCreate":1697202453329,"gmtModify":1697202454357,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$&nbsp;</a>大家进厂没有喽？。光做空军不行了","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$&nbsp;</a>大家进厂没有喽？。光做空军不行了","text":"$亿航智能(EH)$ 大家进厂没有喽？。光做空军不行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/230129106640896","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229017272594664,"gmtCreate":1696951452925,"gmtModify":1696951454056,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COHR\">$COHERENT(COHR)$&nbsp;</a>三菱投了10亿美金给你，你都搞不好哦，你这个怎么搞的哟？","listText":"<a href=\"https://laohu8.com/S/COHR\">$COHERENT(COHR)$&nbsp;</a>三菱投了10亿美金给你，你都搞不好哦，你这个怎么搞的哟？","text":"$COHERENT(COHR)$ 三菱投了10亿美金给你，你都搞不好哦，你这个怎么搞的哟？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229017272594664","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222301644546304,"gmtCreate":1695289264801,"gmtModify":1695289266299,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"个个都在诋毁，看坏你呀。kb抓紧时间发布5亿回购啊。","listText":"个个都在诋毁，看坏你呀。kb抓紧时间发布5亿回购啊。","text":"个个都在诋毁，看坏你呀。kb抓紧时间发布5亿回购啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222301644546304","repostId":"2369614884","repostType":2,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218773326213224,"gmtCreate":1694435490970,"gmtModify":1694435492398,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"又想骗我们散户是？","listText":"又想骗我们散户是？","text":"又想骗我们散户是？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218773326213224","repostId":"2366522310","repostType":2,"repost":{"id":"2366522310","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1694434260,"share":"https://www.laohu8.com/m/news/2366522310?lang=&edition=full","pubTime":"2023-09-11 20:11","market":"us","language":"en","title":"Bowlero Issues Upbeat FY24 Sales Outlook, Plans Investments","url":"https://stock-news.laohu8.com/highlight/detail?id=2366522310","media":"Dow Jones","summary":"Bowlero expects revenue to climb 10% to 15% in the fiscal year ahead and said it plans to pour nearly $300 million into expanding the business.The company, which owns more than 300 bowling centers, is targeting fiscal 2024 revenue of $1.14 billion to $1.19 billion, up from $1.06 billion in fiscal 2023, which ended July 2. Analysts surveyed by FactSet expected fiscal 2024 revenue of $1.14 billion.The company also said it has allocated more than $160 million for acquisitions in fiscal 2024, $40 million to construction of new bowling centers and another $75 million toward conversions.Chief Executive Tom Shannon said the 12 months ahead will be an \"investment year.\"","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Will Feuer \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/BOWL\">Bowlero</a> expects revenue to climb 10% to 15% in the fiscal year ahead and said it plans to pour nearly $300 million into expanding the business. \n</p>\n<p>\n  The company, which owns more than 300 bowling centers, is targeting fiscal 2024 revenue of $1.14 billion to $1.19 billion, up from $1.06 billion in fiscal 2023, which ended July 2. Analysts surveyed by FactSet expected fiscal 2024 revenue of $1.14 billion. \n</p>\n<p>\n  The company also said it has allocated more than $160 million for acquisitions in fiscal 2024, $40 million to construction of new bowling centers and another $75 million toward conversions. \n</p>\n<p>\n  Chief Executive Tom Shannon said the 12 months ahead will be an \"investment year.\" \n</p>\n<pre>\n \n</pre>\n<p>\n  Write to Will Feuer at Will.Feuer@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 11, 2023 08:11 ET (12:11 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Bowlero Issues Upbeat FY24 Sales Outlook, Plans Investments</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\">\nBowlero Issues Upbeat FY24 Sales Outlook, Plans Investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-11 20:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Will Feuer \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/BOWL\">Bowlero</a> expects revenue to climb 10% to 15% in the fiscal year ahead and said it plans to pour nearly $300 million into expanding the business. \n</p>\n<p>\n  The company, which owns more than 300 bowling centers, is targeting fiscal 2024 revenue of $1.14 billion to $1.19 billion, up from $1.06 billion in fiscal 2023, which ended July 2. Analysts surveyed by FactSet expected fiscal 2024 revenue of $1.14 billion. \n</p>\n<p>\n  The company also said it has allocated more than $160 million for acquisitions in fiscal 2024, $40 million to construction of new bowling centers and another $75 million toward conversions. \n</p>\n<p>\n  Chief Executive Tom Shannon said the 12 months ahead will be an \"investment year.\" \n</p>\n<pre>\n \n</pre>\n<p>\n  Write to Will Feuer at Will.Feuer@wsj.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 11, 2023 08:11 ET (12:11 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BOWL":"Bowlero"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2366522310","content_text":"By Will Feuer \n\n\n \n\n\nBowlero expects revenue to climb 10% to 15% in the fiscal year ahead and said it plans to pour nearly $300 million into expanding the business. \n\n\n  The company, which owns more than 300 bowling centers, is targeting fiscal 2024 revenue of $1.14 billion to $1.19 billion, up from $1.06 billion in fiscal 2023, which ended July 2. Analysts surveyed by FactSet expected fiscal 2024 revenue of $1.14 billion. \n\n\n  The company also said it has allocated more than $160 million for acquisitions in fiscal 2024, $40 million to construction of new bowling centers and another $75 million toward conversions. \n\n\n  Chief Executive Tom Shannon said the 12 months ahead will be an \"investment year.\" \n\n\n \n\n\n  Write to Will Feuer at Will.Feuer@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 11, 2023 08:11 ET (12:11 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202852342022408,"gmtCreate":1690554654974,"gmtModify":1690554927664,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIGA\">$SIGA Technologies Inc(SIGA)$&nbsp;</a>这都不行了。","listText":"<a href=\"https://laohu8.com/S/SIGA\">$SIGA Technologies Inc(SIGA)$&nbsp;</a>这都不行了。","text":"$SIGA Technologies Inc(SIGA)$ 这都不行了。","images":[{"img":"https://static.tigerbbs.com/3844af33a4616324f3feb56097012cbe","width":"640","height":"1136"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202852342022408","isVote":1,"tweetType":1,"viewCount":17841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":197558531412040,"gmtCreate":1689261753799,"gmtModify":1689261754815,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTXU\">$EdtechX Holdings Acquisition Corp. II(EDTXU)$&nbsp;</a>有懂的解释一下喽，为什么他们花高价去买呢？","listText":"<a href=\"https://laohu8.com/S/EDTXU\">$EdtechX Holdings Acquisition Corp. II(EDTXU)$&nbsp;</a>有懂的解释一下喽，为什么他们花高价去买呢？","text":"$EdtechX Holdings Acquisition Corp. II(EDTXU)$ 有懂的解释一下喽，为什么他们花高价去买呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197558531412040","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197558342885448,"gmtCreate":1689261707772,"gmtModify":1689261710112,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTX\">$EdtechX Holdings Acquisition Corp. II(EDTX)$&nbsp;</a>有懂的解释一下喽，为什么他们都在花高价去买呢？","listText":"<a href=\"https://laohu8.com/S/EDTX\">$EdtechX Holdings Acquisition Corp. II(EDTX)$&nbsp;</a>有懂的解释一下喽，为什么他们都在花高价去买呢？","text":"$EdtechX Holdings Acquisition Corp. II(EDTX)$ 有懂的解释一下喽，为什么他们都在花高价去买呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197558342885448","isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197557951639656,"gmtCreate":1689261614785,"gmtModify":1689261616219,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTXU\">$EdtechX Holdings Acquisition Corp. II(EDTXU)$&nbsp;</a>什么情况，花高价买。","listText":"<a href=\"https://laohu8.com/S/EDTXU\">$EdtechX Holdings Acquisition Corp. II(EDTXU)$&nbsp;</a>什么情况，花高价买。","text":"$EdtechX Holdings Acquisition Corp. II(EDTXU)$ 什么情况，花高价买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197557951639656","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197557183803440,"gmtCreate":1689261562117,"gmtModify":1689261563147,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTX\">$EdtechX Holdings Acquisition Corp. II(EDTX)$&nbsp;</a>什么情况都在花高价买呀。","listText":"<a href=\"https://laohu8.com/S/EDTX\">$EdtechX Holdings Acquisition Corp. II(EDTX)$&nbsp;</a>什么情况都在花高价买呀。","text":"$EdtechX Holdings Acquisition Corp. II(EDTX)$ 什么情况都在花高价买呀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197557183803440","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193021329596616,"gmtCreate":1688134011892,"gmtModify":1688136184007,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"不要乱发放屁好不好","listText":"不要乱发放屁好不好","text":"不要乱发放屁好不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193021329596616","repostId":"2347336644","repostType":2,"repost":{"id":"2347336644","pubTimestamp":1688131645,"share":"https://www.laohu8.com/m/news/2347336644?lang=&edition=full","pubTime":"2023-06-30 21:27","market":"us","language":"en","title":"AMD Stock Has Reached Dangerously High Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=2347336644","media":"seekingalpha","summary":"Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the intr","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd3e2454feb1cd3f3ec7483f0f90641b\" tg-width=\"750\" tg-height=\"422\"/></p><p>Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the introduction of artificial intelligence and machine learning. <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) is a significant player in the industry, widely regarded as one of the three top computer chip producers in the world alongside competitors Nvidia Corporation (NVDA) and Intel Corporation (INTC).</p><p>With AMD chips currently deployed in over 30% of the world&#39;s computing devices, it has garnered significant attention and investor enthusiasm. Underneath this optimistic market behavior, however, is a more cautious viewpoint that contends AMD&#39;s shares have risen in price proportionally to their price-to-earnings (P/E) ratio. This article explores the argument that the market&#39;s exuberance surrounding Advance Micro Devices may be misplaced.</p><p>AMD had an overall revenue of $5.4 billion in Q1 2023. This figure is down 9% YoY compared to the overall revenue of $5.9 billion in Q1 2023. I believe this signals AMD&#39;s first step into its current bear market performance.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/291ec75c196279a356e8702007f51f85\" tg-width=\"640\" tg-height=\"216\"/></p><p>AMD</p><p></p><p>We can clearly see since its peak revenue of $6.6 billion in Q2 2022, which coincides with the sudden boom of AI and the public release of Chat GPT, that AMD has struggled to maintain the highs of this publicity push. It has garnered less garnered significantly less market in the data center industry compared to its direct rival in that space, Nvidia.</p><p>This may also be directly correlated to the performance of their GPUs. Historically and even now, Advance Micro Devices flagship GPUs just fall below their Nvidia counterpart&#39;s line. In an industry where every minute increase in performance matters, it apparently is worth more for consumers to buy an Nvidia GPU than an AMD GPU, as seen by the graphic below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf1a9f6696fa010da87db3e85e79e350\" tg-width=\"532\" tg-height=\"416\"/></p><p>AMD</p><p></p><p>AMD&#39;s performance across different segments varies. The Data Center segment achieved a relatively stable operating income, while the Gaming segment saw a decline in operating income. The Client segment experienced an operating loss, while the Embedded segment witnessed a decrease in net revenue but an improvement in operating income.</p><p>Earnings per share (EPS) for Advance Micro Devices have decreased significantly. AMD posted an EPS of $(0.09) in Q1 2023 instead of $0.56 in the same quarter the year prior, indicating a significant decline of -116% YoY.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1ee974c80a28922e39e2ab26f020e37\" tg-width=\"640\" tg-height=\"232\"/></p><p>AMD</p><p></p><p>The performance of the client segment and the effects of amortizing acquisition-related intangible assets are a few reasons AMD&#39;s EPS declined. Due to difficulties in the client segment, there was an overall operating loss of $(145) million in the most recent quarter, significantly lower than the mammoth overall operational profit of $951 million in the prior year. This decline in operating income highlights the challenges presented by lower client segment revenue, as we discussed before, requiring AMD to restrict processor shipments below production to reduce inventory holdings dramatically.</p><p>AMD&#39;s financial records show that the amortization of acquisition-related intangible assets has also increased significantly. These intangible assets, such as Xilinx, which was acquired last year, are frequently linked to purchasing other businesses and their technological assets to help AMD lower operational costs. While buying Xilinx may have long-term strategic advantages as Xilinx provides embedded chips like field-programmable gate arrays (FPGAs) and adaptive compute acceleration processors for AMD, the related amortization costs may harm profitability in the short term for investors like you and me.</p><p>One thing I find fascinating about the market is how psychology plays a significant role. We have seen one of the biggest flips in investor sentiment recently. Back in October 2022, many investors were convinced of the bearish case, but now they have turned bullish as the market shows signs of a possible reversal, as seen in the graph below. It&#39;s intriguing to see this shift in sentiment and how it affects market dynamics.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79689b9fce69d401dec11dd4cd6cd7ea\" tg-width=\"640\" tg-height=\"462\"/></p><p>AMD</p><p></p><p>However, I must emphasize that this might not be the ideal moment to enter the technology market. There are indications of complacency, such as extreme levels in market indicators like the put-call ratio and the all-investor sentiment survey. These indicators have reached optimistic extremes, which can be a warning sign. It&#39;s crucial to be cautious when everyone seems overly optimistic.</p><p>The situation could be more favorable for the future at the time of writing. The Advance Micro Devices P/E ratio stands at an astronomical level of 49.62x, indicating that the shares have become overpriced compared to the earnings generated. The market&#39;s exuberance surrounding AMD&#39;s growth potential due to the emphasis on the data center industry during the commercial Artificial Intelligence and Machine Learning boom has resulted in an inflated valuation that appears disconnected from the company&#39;s current financial performance.</p><p>I believe you should exercise caution and conduct a thorough analysis of AMD&#39;s financial health, competitive landscape, and growth prospects to determine whether the high P/E ratio is justified. It is crucial to consider the company&#39;s ability to address challenges in its client segment, effectively manage acquisition-related expenses, and sustain or improve profitability in the future.</p><p>While Advanced Micro Devices has undoubtedly capitalized on the growing trends in AI and gaming, it is essential to temper optimism with a realistic assessment of the company&#39;s valuation. The current market environment, coupled with concerns of an impending correction, suggests that the shares of AMD have become overpriced and vulnerable to a potential market downturn. Investors should exercise caution and carefully evaluate the risks before allocating significant capital to this high-growth but potentially overvalued stock. However, I recommend that Advanced Micro Devices, Inc. stock is a guaranteed SELL for me in this market.</p></body></html>","source":"seekingalpha","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>AMD Stock Has Reached Dangerously High Levels</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\">\nAMD Stock Has Reached Dangerously High Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-30 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4614497-amd-stock-has-reached-dangerously-high-levels><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4614497-amd-stock-has-reached-dangerously-high-levels\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4567":"ESG概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","GFS":"GLOBALFOUNDRIES Inc.","BK4543":"AI","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","NVDA":"英伟达","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","AMD":"美国超微公司","BK4550":"红杉资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","EPS":"WisdomTree U.S. LargeCap Fund","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","BK4549":"软银资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4548":"巴美列捷福持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD"},"source_url":"https://seekingalpha.com/article/4614497-amd-stock-has-reached-dangerously-high-levels","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2347336644","content_text":"Today I will take a little detour and talk about a tech-oriented stock. The technology industry has been witnessing a remarkable growth trajectory in recent years, with further snowballing by the introduction of artificial intelligence and machine learning. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a significant player in the industry, widely regarded as one of the three top computer chip producers in the world alongside competitors Nvidia Corporation (NVDA) and Intel Corporation (INTC).With AMD chips currently deployed in over 30% of the world's computing devices, it has garnered significant attention and investor enthusiasm. Underneath this optimistic market behavior, however, is a more cautious viewpoint that contends AMD's shares have risen in price proportionally to their price-to-earnings (P/E) ratio. This article explores the argument that the market's exuberance surrounding Advance Micro Devices may be misplaced.AMD had an overall revenue of $5.4 billion in Q1 2023. This figure is down 9% YoY compared to the overall revenue of $5.9 billion in Q1 2023. I believe this signals AMD's first step into its current bear market performance.AMDWe can clearly see since its peak revenue of $6.6 billion in Q2 2022, which coincides with the sudden boom of AI and the public release of Chat GPT, that AMD has struggled to maintain the highs of this publicity push. It has garnered less garnered significantly less market in the data center industry compared to its direct rival in that space, Nvidia.This may also be directly correlated to the performance of their GPUs. Historically and even now, Advance Micro Devices flagship GPUs just fall below their Nvidia counterpart's line. In an industry where every minute increase in performance matters, it apparently is worth more for consumers to buy an Nvidia GPU than an AMD GPU, as seen by the graphic below.AMDAMD's performance across different segments varies. The Data Center segment achieved a relatively stable operating income, while the Gaming segment saw a decline in operating income. The Client segment experienced an operating loss, while the Embedded segment witnessed a decrease in net revenue but an improvement in operating income.Earnings per share (EPS) for Advance Micro Devices have decreased significantly. AMD posted an EPS of $(0.09) in Q1 2023 instead of $0.56 in the same quarter the year prior, indicating a significant decline of -116% YoY.AMDThe performance of the client segment and the effects of amortizing acquisition-related intangible assets are a few reasons AMD's EPS declined. Due to difficulties in the client segment, there was an overall operating loss of $(145) million in the most recent quarter, significantly lower than the mammoth overall operational profit of $951 million in the prior year. This decline in operating income highlights the challenges presented by lower client segment revenue, as we discussed before, requiring AMD to restrict processor shipments below production to reduce inventory holdings dramatically.AMD's financial records show that the amortization of acquisition-related intangible assets has also increased significantly. These intangible assets, such as Xilinx, which was acquired last year, are frequently linked to purchasing other businesses and their technological assets to help AMD lower operational costs. While buying Xilinx may have long-term strategic advantages as Xilinx provides embedded chips like field-programmable gate arrays (FPGAs) and adaptive compute acceleration processors for AMD, the related amortization costs may harm profitability in the short term for investors like you and me.One thing I find fascinating about the market is how psychology plays a significant role. We have seen one of the biggest flips in investor sentiment recently. Back in October 2022, many investors were convinced of the bearish case, but now they have turned bullish as the market shows signs of a possible reversal, as seen in the graph below. It's intriguing to see this shift in sentiment and how it affects market dynamics.AMDHowever, I must emphasize that this might not be the ideal moment to enter the technology market. There are indications of complacency, such as extreme levels in market indicators like the put-call ratio and the all-investor sentiment survey. These indicators have reached optimistic extremes, which can be a warning sign. It's crucial to be cautious when everyone seems overly optimistic.The situation could be more favorable for the future at the time of writing. The Advance Micro Devices P/E ratio stands at an astronomical level of 49.62x, indicating that the shares have become overpriced compared to the earnings generated. The market's exuberance surrounding AMD's growth potential due to the emphasis on the data center industry during the commercial Artificial Intelligence and Machine Learning boom has resulted in an inflated valuation that appears disconnected from the company's current financial performance.I believe you should exercise caution and conduct a thorough analysis of AMD's financial health, competitive landscape, and growth prospects to determine whether the high P/E ratio is justified. It is crucial to consider the company's ability to address challenges in its client segment, effectively manage acquisition-related expenses, and sustain or improve profitability in the future.While Advanced Micro Devices has undoubtedly capitalized on the growing trends in AI and gaming, it is essential to temper optimism with a realistic assessment of the company's valuation. The current market environment, coupled with concerns of an impending correction, suggests that the shares of AMD have become overpriced and vulnerable to a potential market downturn. Investors should exercise caution and carefully evaluate the risks before allocating significant capital to this high-growth but potentially overvalued stock. However, I recommend that Advanced Micro Devices, Inc. stock is a guaranteed SELL for me in this market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651860757,"gmtCreate":1681746740580,"gmtModify":1681746742234,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"连小理想都搞不过，你不觉得丢人吗？背着诗背着","listText":"连小理想都搞不过，你不觉得丢人吗？背着诗背着","text":"连小理想都搞不过，你不觉得丢人吗？背着诗背着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651860757","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659337678,"gmtCreate":1679670998895,"gmtModify":1679671000518,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"你个贝佐斯，真的无药可救吗？","listText":"你个贝佐斯，真的无药可救吗？","text":"你个贝佐斯，真的无药可救吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659337678","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625219099,"gmtCreate":1676481226912,"gmtModify":1676481228271,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>机会来了，赶快上车哟。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>机会来了，赶快上车哟。","text":"$Rivian Automotive, Inc.(RIVN)$ 机会来了，赶快上车哟。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625219099","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622134758,"gmtCreate":1675269222474,"gmtModify":1675269223779,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>这个机器没用哦，始终都上不去呀。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a>这个机器没用哦，始终都上不去呀。","text":"$Rivian Automotive, Inc.(RIVN)$ 这个机器没用哦，始终都上不去呀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622134758","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665406183,"gmtCreate":1667405025942,"gmtModify":1667405028617,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"只管别人门前的雪.从不问自己瓦上的霜。","listText":"只管别人门前的雪.从不问自己瓦上的霜。","text":"只管别人门前的雪.从不问自己瓦上的霜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665406183","repostId":"1133652867","repostType":4,"repost":{"id":"1133652867","pubTimestamp":1667392268,"share":"https://www.laohu8.com/m/news/1133652867?lang=&edition=full","pubTime":"2022-11-02 20:31","market":"us","language":"zh","title":"全球楼市泡沫一个一个爆了","url":"https://stock-news.laohu8.com/highlight/detail?id=1133652867","media":"华尔街见闻","summary":"当时，英国政府宣布对夫妻购房进行税收减免，导致楼市需求激增，房价飙升。包括瑞典在内，北欧目前已成为全球房地产市场崩塌最严重的地区之一。20个大城市中的每一个城市的价格涨幅都在减速。安大略省基奇纳市和滑铁卢市的基准价格在六个月内下跌了16%。韩国楼市大幅降温韩国楼市出现萎缩迹象，全国房价连续九个月下跌，上半年公寓成交量较去年同期下降50.6%。","content":"<html><head></head><body><blockquote>美国房价跌速已创下十三年来最快水平，英国房价或将跌回十年前水平，瑞典房价跌速创十年来最快水平，澳大利亚房价跌速创三十年最快水平...</blockquote><p>在全球央行的加息潮下，全球楼市击鼓传花的游戏进入尾声，令人闻风丧胆的大崩盘或将重现。</p><p>欧洲方面，英国房价出现了15个月来的首次下跌；瑞典房价跌速创下了至少十年来的最快水平。</p><p>美洲方面，美国房价跌速已创下十三年来的最快水平，加拿大第一大城市多伦多房价已降至去年10月以来的最低水平。</p><p>而在亚洲市场，韩国正面临一场“迫在眉睫的房地产衰退”，严重程度将大于2009-2014年金融危机之后的颓势。</p><p><b>英国房价或将跌回十年前水平</b></p><p>疫情封锁期间，英国政府为救助楼市宣布临时削减购房税，在市场引发了购房狂热，将平均房价推高了31000英镑，这一水平是减税金额的两倍。</p><p>随着经济前景越发黯淡，加上英国前首相特拉斯的减税计划重挫市场信心，投资者对楼市也越来越悲观。房地产门户网站Zoopla表示，自所谓的迷你预算以来，楼市需求已下降20%，至疫情开始以来的最低水平。</p><p>房价也支撑不住了。据央视新闻报道，11月1日，全英房屋抵押贷款协会发布的数据显示，英国2022年10月平均房价环比下降0.9%，这是15个月以来的首次下跌，也是2020年6月以来的最大月度跌幅。</p><p>投资银行Panmure Gordon的首席经济学家Simon French预测，英国房价将未来三年将下跌14%，<b>使实际价值跌回2013年的水平</b>。彭博经济学家预计明年房价将下跌约10%。</p><p>这不禁让人想到三十多年前的大崩盘。当时，英国政府宣布对夫妻购房进行税收减免，导致楼市需求激增，房价飙升。到1980年代末，房价终于不堪重负发生雪崩，之后花了近9年时间才恢复到之前的高点。</p><p><b>瑞典房价跌速创十年来最快水平</b></p><p>瑞典的情况与英国类似，疫情刺激计划带来了房地产的短暂繁荣。但是，在瑞典央行开始加息后，情况发生了变化。</p><p>最新数据显示，<b>瑞典房地产市场正在以2013年以来的最快速度崩塌。</b></p><p>瑞典国有银行SBAB周三表示，房地产上市网站Booli的交易数据显示截至上月，房价较峰值下跌了19%，公寓价格下跌了13%。它还预计房价将较3月份的高点下跌约20%，降幅略高于北欧银行和瑞典央行的预测。</p><p>10月份房价环比下降了4%，经季节调整后跌幅为2.3%。相比之下，9月份的名义跌幅为2.6%，这是当时的历史最高水平。数据显示，<b>瑞典各地的房价都在下跌，</b>其中瑞典第二大城市哥德堡的独栋房屋跌幅最大，自峰值以来已下跌19%。</p><p>包括瑞典在内，北欧目前已成为全球房地产市场崩塌最严重的地区之一。</p><p><b>美国楼市持续减速</b></p><p>美国上周公布的房价数据显示，美国8月S&amp;P/CS20座大城市季调后房价指数环比跌1.32%，创2009年3月来最大环比跌幅。<b>20个大城市中的每一个城市的价格涨幅都在减速。</b></p><p>标普道琼斯指数董事总经理Craig Lazzara在一份新闻稿中表示，“一个月前我们注意到的美国房价的强力减速，在8月得以延续。20个大城市中的每一个城市的价格涨幅都在减速。这些数据清楚地表明，房价增长率在2022年春季达到顶峰，此后一直在下降。”</p><p>由于美联储激进加息，美国按揭贷款利率飙升，近几个月的房地产数据大多非常低迷，需求遭遇严重打击。今年初，<b>30年期按揭住房贷款的平均利率约为3%，而当前已经飙涨至7%</b>。</p><p>与此同时，由于卖家不愿意放弃此前享有的低利率，上市的房屋数量也在减少，从供给角度说，这对房价构成一定支撑。不过分析认为，鉴于宏观经济环境更具挑战性，美国房价很可能会继续减速。</p><p><b>加拿大第一大城市房价跌回一年前水平</b></p><p>积累了30多年泡沫的加拿大楼市也崩了。</p><p>加拿大第一大城市多伦多基准房价自今年以来的高点下降了17%左右，至去年10月的水平。安大略省基奇纳市和滑铁卢市的基准价格在六个月内下跌了16%。</p><p>随着加拿大央行的进一步加息，居民将更难负担房贷，预计未来房价还将继续下跌。</p><p><b>韩国楼市大幅降温</b></p><p>韩国楼市出现萎缩迹象，全国房价连续九个月下跌，上半年公寓成交量较去年同期下降50.6%。</p><p>韩国央行自去年8月起加息是造成楼市降温的重要原因之一，出口低迷、大城市人口“逆流”和高通胀下购买力的下滑也导致需求锐减。这给央行制造了“降通胀”还是“保增长”的难题。</p><p>野村经济研究员本次悲观预测，韩国全国房价将从峰值到谷底骤降约10%，衡量整体住房市场状况的价格基准——<b>首尔公寓价格将暴跌18%。</b></p><p>这会比2009-2014年金融危机之后韩国房地产市场降温的幅度更大。楼市急剧降温将打击私人消费，在全球半导体行业疲软和出口不振的同时，推动韩国经济陷入更深的衰退。</p><p><b>澳大利亚房价跌速创三十年最快水平</b></p><p>大型房地产数据分析公司CoreLogic发布的最新数据显示，澳大利亚8月房屋价值下跌1.6%，创下自1983年以来全澳的最大单月跌幅。</p><p>数据显示，自今年1月以来，悉尼的房价下跌了7.4%。此外，布里斯班、堪培拉、墨尔本等主要城市的房价均有所下滑。</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>全球楼市泡沫一个一个爆了</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{ 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}\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全球楼市泡沫一个一个爆了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 20:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673937><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国房价跌速已创下十三年来最快水平，英国房价或将跌回十年前水平，瑞典房价跌速创十年来最快水平，澳大利亚房价跌速创三十年最快水平...在全球央行的加息潮下，全球楼市击鼓传花的游戏进入尾声，令人闻风丧胆的大崩盘或将重现。欧洲方面，英国房价出现了15个月来的首次下跌；瑞典房价跌速创下了至少十年来的最快水平。美洲方面，美国房价跌速已创下十三年来的最快水平，加拿大第一大城市多伦多房价已降至去年10月以来的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673937\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8cc1e7567ad2c1dcb9f4d64c14835f8","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3673937","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133652867","content_text":"美国房价跌速已创下十三年来最快水平，英国房价或将跌回十年前水平，瑞典房价跌速创十年来最快水平，澳大利亚房价跌速创三十年最快水平...在全球央行的加息潮下，全球楼市击鼓传花的游戏进入尾声，令人闻风丧胆的大崩盘或将重现。欧洲方面，英国房价出现了15个月来的首次下跌；瑞典房价跌速创下了至少十年来的最快水平。美洲方面，美国房价跌速已创下十三年来的最快水平，加拿大第一大城市多伦多房价已降至去年10月以来的最低水平。而在亚洲市场，韩国正面临一场“迫在眉睫的房地产衰退”，严重程度将大于2009-2014年金融危机之后的颓势。英国房价或将跌回十年前水平疫情封锁期间，英国政府为救助楼市宣布临时削减购房税，在市场引发了购房狂热，将平均房价推高了31000英镑，这一水平是减税金额的两倍。随着经济前景越发黯淡，加上英国前首相特拉斯的减税计划重挫市场信心，投资者对楼市也越来越悲观。房地产门户网站Zoopla表示，自所谓的迷你预算以来，楼市需求已下降20%，至疫情开始以来的最低水平。房价也支撑不住了。据央视新闻报道，11月1日，全英房屋抵押贷款协会发布的数据显示，英国2022年10月平均房价环比下降0.9%，这是15个月以来的首次下跌，也是2020年6月以来的最大月度跌幅。投资银行Panmure Gordon的首席经济学家Simon French预测，英国房价将未来三年将下跌14%，使实际价值跌回2013年的水平。彭博经济学家预计明年房价将下跌约10%。这不禁让人想到三十多年前的大崩盘。当时，英国政府宣布对夫妻购房进行税收减免，导致楼市需求激增，房价飙升。到1980年代末，房价终于不堪重负发生雪崩，之后花了近9年时间才恢复到之前的高点。瑞典房价跌速创十年来最快水平瑞典的情况与英国类似，疫情刺激计划带来了房地产的短暂繁荣。但是，在瑞典央行开始加息后，情况发生了变化。最新数据显示，瑞典房地产市场正在以2013年以来的最快速度崩塌。瑞典国有银行SBAB周三表示，房地产上市网站Booli的交易数据显示截至上月，房价较峰值下跌了19%，公寓价格下跌了13%。它还预计房价将较3月份的高点下跌约20%，降幅略高于北欧银行和瑞典央行的预测。10月份房价环比下降了4%，经季节调整后跌幅为2.3%。相比之下，9月份的名义跌幅为2.6%，这是当时的历史最高水平。数据显示，瑞典各地的房价都在下跌，其中瑞典第二大城市哥德堡的独栋房屋跌幅最大，自峰值以来已下跌19%。包括瑞典在内，北欧目前已成为全球房地产市场崩塌最严重的地区之一。美国楼市持续减速美国上周公布的房价数据显示，美国8月S&P/CS20座大城市季调后房价指数环比跌1.32%，创2009年3月来最大环比跌幅。20个大城市中的每一个城市的价格涨幅都在减速。标普道琼斯指数董事总经理Craig Lazzara在一份新闻稿中表示，“一个月前我们注意到的美国房价的强力减速，在8月得以延续。20个大城市中的每一个城市的价格涨幅都在减速。这些数据清楚地表明，房价增长率在2022年春季达到顶峰，此后一直在下降。”由于美联储激进加息，美国按揭贷款利率飙升，近几个月的房地产数据大多非常低迷，需求遭遇严重打击。今年初，30年期按揭住房贷款的平均利率约为3%，而当前已经飙涨至7%。与此同时，由于卖家不愿意放弃此前享有的低利率，上市的房屋数量也在减少，从供给角度说，这对房价构成一定支撑。不过分析认为，鉴于宏观经济环境更具挑战性，美国房价很可能会继续减速。加拿大第一大城市房价跌回一年前水平积累了30多年泡沫的加拿大楼市也崩了。加拿大第一大城市多伦多基准房价自今年以来的高点下降了17%左右，至去年10月的水平。安大略省基奇纳市和滑铁卢市的基准价格在六个月内下跌了16%。随着加拿大央行的进一步加息，居民将更难负担房贷，预计未来房价还将继续下跌。韩国楼市大幅降温韩国楼市出现萎缩迹象，全国房价连续九个月下跌，上半年公寓成交量较去年同期下降50.6%。韩国央行自去年8月起加息是造成楼市降温的重要原因之一，出口低迷、大城市人口“逆流”和高通胀下购买力的下滑也导致需求锐减。这给央行制造了“降通胀”还是“保增长”的难题。野村经济研究员本次悲观预测，韩国全国房价将从峰值到谷底骤降约10%，衡量整体住房市场状况的价格基准——首尔公寓价格将暴跌18%。这会比2009-2014年金融危机之后韩国房地产市场降温的幅度更大。楼市急剧降温将打击私人消费，在全球半导体行业疲软和出口不振的同时，推动韩国经济陷入更深的衰退。澳大利亚房价跌速创三十年最快水平大型房地产数据分析公司CoreLogic发布的最新数据显示，澳大利亚8月房屋价值下跌1.6%，创下自1983年以来全澳的最大单月跌幅。数据显示，自今年1月以来，悉尼的房价下跌了7.4%。此外，布里斯班、堪培拉、墨尔本等主要城市的房价均有所下滑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688778272,"gmtCreate":1657872246500,"gmtModify":1704868561202,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"做空都要抓紧了。","listText":"做空都要抓紧了。","text":"做空都要抓紧了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688778272","repostId":"1191023825","repostType":4,"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614103271,"gmtCreate":1653406151193,"gmtModify":1653406151193,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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Inc.(CTEK)$这个机器是被人家收购了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614103271","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618415410,"gmtCreate":1651142650032,"gmtModify":1651142650032,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"难看人家美金已经到103了。","listText":"难看人家美金已经到103了。","text":"难看人家美金已经到103了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618415410","repostId":"1148372744","repostType":4,"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":371868720,"gmtCreate":1618927387060,"gmtModify":1618927387060,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"哪里去能买狗狗币哟","listText":"哪里去能买狗狗币哟","text":"哪里去能买狗狗币哟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/371868720","repostId":"2128811598","repostType":4,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341230542,"gmtCreate":1617818613386,"gmtModify":1617818613386,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UTME\">$UTime Limited(UTME)$</a>昨天已经翻了10倍，今天你们凭什么还敢继续买呢？有没有大师给个答案呢？","listText":"<a href=\"https://laohu8.com/S/UTME\">$UTime Limited(UTME)$</a>昨天已经翻了10倍，今天你们凭什么还敢继续买呢？有没有大师给个答案呢？","text":"$UTime Limited(UTME)$昨天已经翻了10倍，今天你们凭什么还敢继续买呢？有没有大师给个答案呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/341230542","isVote":1,"tweetType":1,"viewCount":4158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439287162023754","authorId":"3439287162023754","name":"江山伯爵Alex","avatar":"https://static.tigerbbs.com/8b687bc4c93e33a16970e0a8aa342ac4","crmLevel":2,"crmLevelSwitch":0},"content":"因为第六感，炒作追就是了，饿死胆小的，撑死胆大的！要么血本无归，要么暴富，就是这么心理！","text":"因为第六感，炒作追就是了，饿死胆小的，撑死胆大的！要么血本无归，要么暴富，就是这么心理！","html":"因为第六感，炒作追就是了，饿死胆小的，撑死胆大的！要么血本无归，要么暴富，就是这么心理！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388404573,"gmtCreate":1613070656792,"gmtModify":1613070656792,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>假装没事。还顶得住。","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>假装没事。还顶得住。","text":"$Tilray Inc.(TLRY)$假装没事。还顶得住。","images":[{"img":"https://static.tigerbbs.com/901443003ce2d3df09f431cdfa6f1b22","width":"640","height":"909"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388404573","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":665406183,"gmtCreate":1667405025942,"gmtModify":1667405028617,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"只管别人门前的雪.从不问自己瓦上的霜。","listText":"只管别人门前的雪.从不问自己瓦上的霜。","text":"只管别人门前的雪.从不问自己瓦上的霜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665406183","repostId":"1133652867","repostType":4,"repost":{"id":"1133652867","pubTimestamp":1667392268,"share":"https://www.laohu8.com/m/news/1133652867?lang=&edition=full","pubTime":"2022-11-02 20:31","market":"us","language":"zh","title":"全球楼市泡沫一个一个爆了","url":"https://stock-news.laohu8.com/highlight/detail?id=1133652867","media":"华尔街见闻","summary":"当时，英国政府宣布对夫妻购房进行税收减免，导致楼市需求激增，房价飙升。包括瑞典在内，北欧目前已成为全球房地产市场崩塌最严重的地区之一。20个大城市中的每一个城市的价格涨幅都在减速。安大略省基奇纳市和滑铁卢市的基准价格在六个月内下跌了16%。韩国楼市大幅降温韩国楼市出现萎缩迹象，全国房价连续九个月下跌，上半年公寓成交量较去年同期下降50.6%。","content":"<html><head></head><body><blockquote>美国房价跌速已创下十三年来最快水平，英国房价或将跌回十年前水平，瑞典房价跌速创十年来最快水平，澳大利亚房价跌速创三十年最快水平...</blockquote><p>在全球央行的加息潮下，全球楼市击鼓传花的游戏进入尾声，令人闻风丧胆的大崩盘或将重现。</p><p>欧洲方面，英国房价出现了15个月来的首次下跌；瑞典房价跌速创下了至少十年来的最快水平。</p><p>美洲方面，美国房价跌速已创下十三年来的最快水平，加拿大第一大城市多伦多房价已降至去年10月以来的最低水平。</p><p>而在亚洲市场，韩国正面临一场“迫在眉睫的房地产衰退”，严重程度将大于2009-2014年金融危机之后的颓势。</p><p><b>英国房价或将跌回十年前水平</b></p><p>疫情封锁期间，英国政府为救助楼市宣布临时削减购房税，在市场引发了购房狂热，将平均房价推高了31000英镑，这一水平是减税金额的两倍。</p><p>随着经济前景越发黯淡，加上英国前首相特拉斯的减税计划重挫市场信心，投资者对楼市也越来越悲观。房地产门户网站Zoopla表示，自所谓的迷你预算以来，楼市需求已下降20%，至疫情开始以来的最低水平。</p><p>房价也支撑不住了。据央视新闻报道，11月1日，全英房屋抵押贷款协会发布的数据显示，英国2022年10月平均房价环比下降0.9%，这是15个月以来的首次下跌，也是2020年6月以来的最大月度跌幅。</p><p>投资银行Panmure Gordon的首席经济学家Simon French预测，英国房价将未来三年将下跌14%，<b>使实际价值跌回2013年的水平</b>。彭博经济学家预计明年房价将下跌约10%。</p><p>这不禁让人想到三十多年前的大崩盘。当时，英国政府宣布对夫妻购房进行税收减免，导致楼市需求激增，房价飙升。到1980年代末，房价终于不堪重负发生雪崩，之后花了近9年时间才恢复到之前的高点。</p><p><b>瑞典房价跌速创十年来最快水平</b></p><p>瑞典的情况与英国类似，疫情刺激计划带来了房地产的短暂繁荣。但是，在瑞典央行开始加息后，情况发生了变化。</p><p>最新数据显示，<b>瑞典房地产市场正在以2013年以来的最快速度崩塌。</b></p><p>瑞典国有银行SBAB周三表示，房地产上市网站Booli的交易数据显示截至上月，房价较峰值下跌了19%，公寓价格下跌了13%。它还预计房价将较3月份的高点下跌约20%，降幅略高于北欧银行和瑞典央行的预测。</p><p>10月份房价环比下降了4%，经季节调整后跌幅为2.3%。相比之下，9月份的名义跌幅为2.6%，这是当时的历史最高水平。数据显示，<b>瑞典各地的房价都在下跌，</b>其中瑞典第二大城市哥德堡的独栋房屋跌幅最大，自峰值以来已下跌19%。</p><p>包括瑞典在内，北欧目前已成为全球房地产市场崩塌最严重的地区之一。</p><p><b>美国楼市持续减速</b></p><p>美国上周公布的房价数据显示，美国8月S&amp;P/CS20座大城市季调后房价指数环比跌1.32%，创2009年3月来最大环比跌幅。<b>20个大城市中的每一个城市的价格涨幅都在减速。</b></p><p>标普道琼斯指数董事总经理Craig Lazzara在一份新闻稿中表示，“一个月前我们注意到的美国房价的强力减速，在8月得以延续。20个大城市中的每一个城市的价格涨幅都在减速。这些数据清楚地表明，房价增长率在2022年春季达到顶峰，此后一直在下降。”</p><p>由于美联储激进加息，美国按揭贷款利率飙升，近几个月的房地产数据大多非常低迷，需求遭遇严重打击。今年初，<b>30年期按揭住房贷款的平均利率约为3%，而当前已经飙涨至7%</b>。</p><p>与此同时，由于卖家不愿意放弃此前享有的低利率，上市的房屋数量也在减少，从供给角度说，这对房价构成一定支撑。不过分析认为，鉴于宏观经济环境更具挑战性，美国房价很可能会继续减速。</p><p><b>加拿大第一大城市房价跌回一年前水平</b></p><p>积累了30多年泡沫的加拿大楼市也崩了。</p><p>加拿大第一大城市多伦多基准房价自今年以来的高点下降了17%左右，至去年10月的水平。安大略省基奇纳市和滑铁卢市的基准价格在六个月内下跌了16%。</p><p>随着加拿大央行的进一步加息，居民将更难负担房贷，预计未来房价还将继续下跌。</p><p><b>韩国楼市大幅降温</b></p><p>韩国楼市出现萎缩迹象，全国房价连续九个月下跌，上半年公寓成交量较去年同期下降50.6%。</p><p>韩国央行自去年8月起加息是造成楼市降温的重要原因之一，出口低迷、大城市人口“逆流”和高通胀下购买力的下滑也导致需求锐减。这给央行制造了“降通胀”还是“保增长”的难题。</p><p>野村经济研究员本次悲观预测，韩国全国房价将从峰值到谷底骤降约10%，衡量整体住房市场状况的价格基准——<b>首尔公寓价格将暴跌18%。</b></p><p>这会比2009-2014年金融危机之后韩国房地产市场降温的幅度更大。楼市急剧降温将打击私人消费，在全球半导体行业疲软和出口不振的同时，推动韩国经济陷入更深的衰退。</p><p><b>澳大利亚房价跌速创三十年最快水平</b></p><p>大型房地产数据分析公司CoreLogic发布的最新数据显示，澳大利亚8月房屋价值下跌1.6%，创下自1983年以来全澳的最大单月跌幅。</p><p>数据显示，自今年1月以来，悉尼的房价下跌了7.4%。此外，布里斯班、堪培拉、墨尔本等主要城市的房价均有所下滑。</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>全球楼市泡沫一个一个爆了</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{ 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}\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全球楼市泡沫一个一个爆了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 20:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673937><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国房价跌速已创下十三年来最快水平，英国房价或将跌回十年前水平，瑞典房价跌速创十年来最快水平，澳大利亚房价跌速创三十年最快水平...在全球央行的加息潮下，全球楼市击鼓传花的游戏进入尾声，令人闻风丧胆的大崩盘或将重现。欧洲方面，英国房价出现了15个月来的首次下跌；瑞典房价跌速创下了至少十年来的最快水平。美洲方面，美国房价跌速已创下十三年来的最快水平，加拿大第一大城市多伦多房价已降至去年10月以来的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673937\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8cc1e7567ad2c1dcb9f4d64c14835f8","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3673937","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133652867","content_text":"美国房价跌速已创下十三年来最快水平，英国房价或将跌回十年前水平，瑞典房价跌速创十年来最快水平，澳大利亚房价跌速创三十年最快水平...在全球央行的加息潮下，全球楼市击鼓传花的游戏进入尾声，令人闻风丧胆的大崩盘或将重现。欧洲方面，英国房价出现了15个月来的首次下跌；瑞典房价跌速创下了至少十年来的最快水平。美洲方面，美国房价跌速已创下十三年来的最快水平，加拿大第一大城市多伦多房价已降至去年10月以来的最低水平。而在亚洲市场，韩国正面临一场“迫在眉睫的房地产衰退”，严重程度将大于2009-2014年金融危机之后的颓势。英国房价或将跌回十年前水平疫情封锁期间，英国政府为救助楼市宣布临时削减购房税，在市场引发了购房狂热，将平均房价推高了31000英镑，这一水平是减税金额的两倍。随着经济前景越发黯淡，加上英国前首相特拉斯的减税计划重挫市场信心，投资者对楼市也越来越悲观。房地产门户网站Zoopla表示，自所谓的迷你预算以来，楼市需求已下降20%，至疫情开始以来的最低水平。房价也支撑不住了。据央视新闻报道，11月1日，全英房屋抵押贷款协会发布的数据显示，英国2022年10月平均房价环比下降0.9%，这是15个月以来的首次下跌，也是2020年6月以来的最大月度跌幅。投资银行Panmure Gordon的首席经济学家Simon French预测，英国房价将未来三年将下跌14%，使实际价值跌回2013年的水平。彭博经济学家预计明年房价将下跌约10%。这不禁让人想到三十多年前的大崩盘。当时，英国政府宣布对夫妻购房进行税收减免，导致楼市需求激增，房价飙升。到1980年代末，房价终于不堪重负发生雪崩，之后花了近9年时间才恢复到之前的高点。瑞典房价跌速创十年来最快水平瑞典的情况与英国类似，疫情刺激计划带来了房地产的短暂繁荣。但是，在瑞典央行开始加息后，情况发生了变化。最新数据显示，瑞典房地产市场正在以2013年以来的最快速度崩塌。瑞典国有银行SBAB周三表示，房地产上市网站Booli的交易数据显示截至上月，房价较峰值下跌了19%，公寓价格下跌了13%。它还预计房价将较3月份的高点下跌约20%，降幅略高于北欧银行和瑞典央行的预测。10月份房价环比下降了4%，经季节调整后跌幅为2.3%。相比之下，9月份的名义跌幅为2.6%，这是当时的历史最高水平。数据显示，瑞典各地的房价都在下跌，其中瑞典第二大城市哥德堡的独栋房屋跌幅最大，自峰值以来已下跌19%。包括瑞典在内，北欧目前已成为全球房地产市场崩塌最严重的地区之一。美国楼市持续减速美国上周公布的房价数据显示，美国8月S&P/CS20座大城市季调后房价指数环比跌1.32%，创2009年3月来最大环比跌幅。20个大城市中的每一个城市的价格涨幅都在减速。标普道琼斯指数董事总经理Craig Lazzara在一份新闻稿中表示，“一个月前我们注意到的美国房价的强力减速，在8月得以延续。20个大城市中的每一个城市的价格涨幅都在减速。这些数据清楚地表明，房价增长率在2022年春季达到顶峰，此后一直在下降。”由于美联储激进加息，美国按揭贷款利率飙升，近几个月的房地产数据大多非常低迷，需求遭遇严重打击。今年初，30年期按揭住房贷款的平均利率约为3%，而当前已经飙涨至7%。与此同时，由于卖家不愿意放弃此前享有的低利率，上市的房屋数量也在减少，从供给角度说，这对房价构成一定支撑。不过分析认为，鉴于宏观经济环境更具挑战性，美国房价很可能会继续减速。加拿大第一大城市房价跌回一年前水平积累了30多年泡沫的加拿大楼市也崩了。加拿大第一大城市多伦多基准房价自今年以来的高点下降了17%左右，至去年10月的水平。安大略省基奇纳市和滑铁卢市的基准价格在六个月内下跌了16%。随着加拿大央行的进一步加息，居民将更难负担房贷，预计未来房价还将继续下跌。韩国楼市大幅降温韩国楼市出现萎缩迹象，全国房价连续九个月下跌，上半年公寓成交量较去年同期下降50.6%。韩国央行自去年8月起加息是造成楼市降温的重要原因之一，出口低迷、大城市人口“逆流”和高通胀下购买力的下滑也导致需求锐减。这给央行制造了“降通胀”还是“保增长”的难题。野村经济研究员本次悲观预测，韩国全国房价将从峰值到谷底骤降约10%，衡量整体住房市场状况的价格基准——首尔公寓价格将暴跌18%。这会比2009-2014年金融危机之后韩国房地产市场降温的幅度更大。楼市急剧降温将打击私人消费，在全球半导体行业疲软和出口不振的同时，推动韩国经济陷入更深的衰退。澳大利亚房价跌速创三十年最快水平大型房地产数据分析公司CoreLogic发布的最新数据显示，澳大利亚8月房屋价值下跌1.6%，创下自1983年以来全澳的最大单月跌幅。数据显示，自今年1月以来，悉尼的房价下跌了7.4%。此外，布里斯班、堪培拉、墨尔本等主要城市的房价均有所下滑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100481074,"gmtCreate":1619630015298,"gmtModify":1619630015298,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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Rights(GRNVR)$</a>乱来，什么信息都没有，也暴涨。","listText":"<a href=\"https://laohu8.com/S/GRNVR\">$Greenvision Acquisition Corp. Rights(GRNVR)$</a>乱来，什么信息都没有，也暴涨。","text":"$Greenvision Acquisition Corp. Rights(GRNVR)$乱来，什么信息都没有，也暴涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897330553","isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140482336,"gmtCreate":1625668870425,"gmtModify":1625668870425,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQBG\">$Sequential Brands Group Inc.(SQBG)$</a>不要急，等一下法说会一公布的话就涨上来了。","listText":"<a href=\"https://laohu8.com/S/SQBG\">$Sequential Brands Group Inc.(SQBG)$</a>不要急，等一下法说会一公布的话就涨上来了。","text":"$Sequential Brands Group Inc.(SQBG)$不要急，等一下法说会一公布的话就涨上来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/140482336","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109430505,"gmtCreate":1619708512007,"gmtModify":1619708512007,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"谁知道福斯汽车的股票代码是什么？","listText":"谁知道福斯汽车的股票代码是什么？","text":"谁知道福斯汽车的股票代码是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/109430505","repostId":"1161233641","repostType":4,"repost":{"id":"1161233641","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":1619707778,"share":"https://www.laohu8.com/m/news/1161233641?lang=&edition=full","pubTime":"2021-04-29 22:49","market":"us","language":"zh","title":"汽车板块全线下跌，福特汽车跌超10%蔚来跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161233641","media":"老虎资讯综合","summary":"周四，美股汽车板块盘中跌幅扩大，全线下行。截至发稿，福特汽车跌超10%，公司警告称全球计算机芯片持续短缺造成的财务损失可能恶化。同时，通用汽车跌4%，特斯拉跌超2%，蔚来跌3.4%，小鹏汽车跌3%，理","content":"<p>周四，美股汽车板块盘中跌幅扩大，全线下行。</p><p>截至发稿，<a href=\"https://laohu8.com/S/F\">福特汽车</a>跌超10%，公司警告称全球计算机芯片持续短缺造成的财务损失可能恶化。同时，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>跌4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超2%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌3.4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.7%。</p><p><img src=\"https://static.tigerbbs.com/9b8a4dceaa0f07eca2c8b1f5ece02953\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>汽车板块全线下跌，福特汽车跌超10%蔚来跌超3%</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; 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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汽车板块全线下跌，福特汽车跌超10%蔚来跌超3%\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\">2021-04-29 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四，美股汽车板块盘中跌幅扩大，全线下行。</p><p>截至发稿，<a href=\"https://laohu8.com/S/F\">福特汽车</a>跌超10%，公司警告称全球计算机芯片持续短缺造成的财务损失可能恶化。同时，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>跌4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超2%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌3.4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.7%。</p><p><img src=\"https://static.tigerbbs.com/9b8a4dceaa0f07eca2c8b1f5ece02953\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9c7511e646b4f70e751ca585ab218a0","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","F":"福特汽车","GM":"通用汽车","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161233641","content_text":"周四，美股汽车板块盘中跌幅扩大，全线下行。截至发稿，福特汽车跌超10%，公司警告称全球计算机芯片持续短缺造成的财务损失可能恶化。同时，通用汽车跌4%，特斯拉跌超2%，蔚来跌3.4%，小鹏汽车跌3%，理想汽车跌1.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388539447,"gmtCreate":1613061266089,"gmtModify":1703769120776,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>是啊，很慌很慌，的啦哈哈。","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>是啊，很慌很慌，的啦哈哈。","text":"$Tilray Inc.(TLRY)$是啊，很慌很慌，的啦哈哈。","images":[{"img":"https://static.tigerbbs.com/88a0fa820132873a5f3ad4239c29e7a5","width":"640","height":"909"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388539447","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876014649,"gmtCreate":1637244160428,"gmtModify":1637244160428,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不是双11吗？怎么财报还不好呢？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>不是双11吗？怎么财报还不好呢？","text":"$阿里巴巴(BABA)$不是双11吗？怎么财报还不好呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876014649","isVote":1,"tweetType":1,"viewCount":3065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143995380,"gmtCreate":1625754680240,"gmtModify":1625754680240,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"美国崩盘，已经唱了70年了还没崩盘。","listText":"美国崩盘，已经唱了70年了还没崩盘。","text":"美国崩盘，已经唱了70年了还没崩盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143995380","repostId":"1172733132","repostType":4,"repost":{"id":"1172733132","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1625711383,"share":"https://www.laohu8.com/m/news/1172733132?lang=&edition=full","pubTime":"2021-07-08 10:29","market":"us","language":"zh","title":"“全球资产定价之锚”狂跌，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1172733132","media":"华尔街见闻","summary":"10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心，经济数据回落，美国债务上限临近重启，以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行，","content":"<blockquote>\n 10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心，经济数据回落，美国债务上限临近重启，以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n</blockquote>\n<p>美国10年期国债收益率继续下行，不仅反映出投资者对美国经济增长前景的担忧，也反映了对传染性极强的德尔塔变异毒株的担心。</p>\n<p>7月7日周三美股盘初，美国10年期国债收益率一度降至1.30%下方，<b>连续第二日创2月以来盘中新低，也是今年2月以来首次跌破1.30%。</b></p>\n<p>在美联储6月会议纪要公布后，10年期美债收益率继续维持在较低水平。纪要显示，美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。</p>\n<p>截止纽约尾盘，美国10年期国债收益率接近1.32%，日内降3个基点，处于2月18日以来同时段最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/281f0ec1d91531e8662d1d147de1df8c\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>国债收益率是一个受到密切关注的经济晴雨表，尤其是长期债券收益率：当经济前景改善时，收益率往往上行；而当经济增长前景动摇时，则会下行。</p>\n<p>今年一季度，美债收益率曾一度大幅攀升，然而近日以来却一路走低，某种程度上反映了投资者在重新评估对经济复苏的预测，同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。</p>\n<p><b>第一个因素来自德尔塔变异毒株，这种传染性极高的毒株给经济复苏蒙上了阴影。</b></p>\n<p>根据美国CDC最新公布的数据，德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内，美国新增病例中部德尔塔变异毒株的比例占到了51.7%。</p>\n<p>与此同时，美国CDC主任Rochelle Walensky上周表示，美国仍有约1000个县的疫苗覆盖率低于30%，这些县大部分位于美国东南部和中西部。美国CDC已经发现，随着德尔塔变异毒株的进一步传播，这些地区的发病率正在上升。</p>\n<p><b>此外，经济数据方面也出现回落，意味着美国经济复苏或放缓。</b></p>\n<p>7月6日公布的6月美国ISM服务业指数为60.1，低于预期，同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩，创下六个月新低。</p>\n<p><b>还有分析师认为，美国TGA账户可能也是一个因素。</b></p>\n<p>美国债务上限将在7月底生效，即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示，TGA账户在积累了大量资金后，正在逐步减少，导致了债券供应量的减少，这是近期债券收益率走势变化的一个关键因素。</p>\n<p><b>最后当然是美联储的态度。</b></p>\n<p>隔夜公布的美联储6月会议纪要暗示，由于今年迄今为止经济增长强于预期，美联储官员们预计美联储能够比预期更早开始缩减QE。</p>\n<p>华尔街日报表示，美联储可能会减少国债购买或者提高短期利率的迹象，可能导致投资者抛售债券，从而推高收益率。但是最近几周，只有短期收益率上行，而长债收益率下行，这表明投资者担心货币政策收紧可能会损害经济复苏。</p>","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>“全球资产定价之锚”狂跌，发生了什么？</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; 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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“全球资产定价之锚”狂跌，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2021-07-08 10:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心，经济数据回落，美国债务上限临近重启，以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n</blockquote>\n<p>美国10年期国债收益率继续下行，不仅反映出投资者对美国经济增长前景的担忧，也反映了对传染性极强的德尔塔变异毒株的担心。</p>\n<p>7月7日周三美股盘初，美国10年期国债收益率一度降至1.30%下方，<b>连续第二日创2月以来盘中新低，也是今年2月以来首次跌破1.30%。</b></p>\n<p>在美联储6月会议纪要公布后，10年期美债收益率继续维持在较低水平。纪要显示，美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。</p>\n<p>截止纽约尾盘，美国10年期国债收益率接近1.32%，日内降3个基点，处于2月18日以来同时段最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/281f0ec1d91531e8662d1d147de1df8c\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>国债收益率是一个受到密切关注的经济晴雨表，尤其是长期债券收益率：当经济前景改善时，收益率往往上行；而当经济增长前景动摇时，则会下行。</p>\n<p>今年一季度，美债收益率曾一度大幅攀升，然而近日以来却一路走低，某种程度上反映了投资者在重新评估对经济复苏的预测，同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。</p>\n<p><b>第一个因素来自德尔塔变异毒株，这种传染性极高的毒株给经济复苏蒙上了阴影。</b></p>\n<p>根据美国CDC最新公布的数据，德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内，美国新增病例中部德尔塔变异毒株的比例占到了51.7%。</p>\n<p>与此同时，美国CDC主任Rochelle Walensky上周表示，美国仍有约1000个县的疫苗覆盖率低于30%，这些县大部分位于美国东南部和中西部。美国CDC已经发现，随着德尔塔变异毒株的进一步传播，这些地区的发病率正在上升。</p>\n<p><b>此外，经济数据方面也出现回落，意味着美国经济复苏或放缓。</b></p>\n<p>7月6日公布的6月美国ISM服务业指数为60.1，低于预期，同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩，创下六个月新低。</p>\n<p><b>还有分析师认为，美国TGA账户可能也是一个因素。</b></p>\n<p>美国债务上限将在7月底生效，即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示，TGA账户在积累了大量资金后，正在逐步减少，导致了债券供应量的减少，这是近期债券收益率走势变化的一个关键因素。</p>\n<p><b>最后当然是美联储的态度。</b></p>\n<p>隔夜公布的美联储6月会议纪要暗示，由于今年迄今为止经济增长强于预期，美联储官员们预计美联储能够比预期更早开始缩减QE。</p>\n<p>华尔街日报表示，美联储可能会减少国债购买或者提高短期利率的迹象，可能导致投资者抛售债券，从而推高收益率。但是最近几周，只有短期收益率上行，而长债收益率下行，这表明投资者担心货币政策收紧可能会损害经济复苏。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"161125":"标普500",".DJI":"道琼斯","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","QID":"纳指两倍做空ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172733132","content_text":"10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心，经济数据回落，美国债务上限临近重启，以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行，不仅反映出投资者对美国经济增长前景的担忧，也反映了对传染性极强的德尔塔变异毒株的担心。\n7月7日周三美股盘初，美国10年期国债收益率一度降至1.30%下方，连续第二日创2月以来盘中新低，也是今年2月以来首次跌破1.30%。\n在美联储6月会议纪要公布后，10年期美债收益率继续维持在较低水平。纪要显示，美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。\n截止纽约尾盘，美国10年期国债收益率接近1.32%，日内降3个基点，处于2月18日以来同时段最低水平。\n\n国债收益率是一个受到密切关注的经济晴雨表，尤其是长期债券收益率：当经济前景改善时，收益率往往上行；而当经济增长前景动摇时，则会下行。\n今年一季度，美债收益率曾一度大幅攀升，然而近日以来却一路走低，某种程度上反映了投资者在重新评估对经济复苏的预测，同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。\n第一个因素来自德尔塔变异毒株，这种传染性极高的毒株给经济复苏蒙上了阴影。\n根据美国CDC最新公布的数据，德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内，美国新增病例中部德尔塔变异毒株的比例占到了51.7%。\n与此同时，美国CDC主任Rochelle Walensky上周表示，美国仍有约1000个县的疫苗覆盖率低于30%，这些县大部分位于美国东南部和中西部。美国CDC已经发现，随着德尔塔变异毒株的进一步传播，这些地区的发病率正在上升。\n此外，经济数据方面也出现回落，意味着美国经济复苏或放缓。\n7月6日公布的6月美国ISM服务业指数为60.1，低于预期，同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩，创下六个月新低。\n还有分析师认为，美国TGA账户可能也是一个因素。\n美国债务上限将在7月底生效，即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示，TGA账户在积累了大量资金后，正在逐步减少，导致了债券供应量的减少，这是近期债券收益率走势变化的一个关键因素。\n最后当然是美联储的态度。\n隔夜公布的美联储6月会议纪要暗示，由于今年迄今为止经济增长强于预期，美联储官员们预计美联储能够比预期更早开始缩减QE。\n华尔街日报表示，美联储可能会减少国债购买或者提高短期利率的迹象，可能导致投资者抛售债券，从而推高收益率。但是最近几周，只有短期收益率上行，而长债收益率下行，这表明投资者担心货币政策收紧可能会损害经济复苏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611949968,"gmtCreate":1650282728827,"gmtModify":1650283068521,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"邪恶轴心第2国没办法做怪了。","listText":"邪恶轴心第2国没办法做怪了。","text":"邪恶轴心第2国没办法做怪了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611949968","repostId":"1143337005","repostType":4,"repost":{"id":"1143337005","pubTimestamp":1650281955,"share":"https://www.laohu8.com/m/news/1143337005?lang=&edition=full","pubTime":"2022-04-18 19:39","market":"us","language":"zh","title":"谷歌地图开放俄罗斯所有战略要地的高像素卫星图像","url":"https://stock-news.laohu8.com/highlight/detail?id=1143337005","media":"华尔街见闻","summary":"包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前，包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。（央视新闻）</p></body></html>","source":"highlight_wallstreetcn","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>谷歌地图开放俄罗斯所有战略要地的高像素卫星图像</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46029346cc3e64319c2b318fd1af0381","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/livenews/2169001","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143337005","content_text":"谷歌地图服务18日开始以最大分辨率提供俄罗斯所有军事和战略设施的卫星图像。目前，包括各种洲际弹道导弹发射井、指挥所、秘密试验场等在内的俄战略要地均可以每像素约0.5米的分辨率查看。（央视新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351507214,"gmtCreate":1616601034538,"gmtModify":1616601034538,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>不用担心，这货是不能做碟的。","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>不用担心，这货是不能做碟的。","text":"$容联云(RAAS)$不用担心，这货是不能做碟的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351507214","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322573667,"gmtCreate":1615818382159,"gmtModify":1703493542690,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>慢慢来嘛，不要跑那么快，跑快了会跌倒摔跤的。","listText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>慢慢来嘛，不要跑那么快，跑快了会跌倒摔跤的。","text":"$SOS Limited(SOS)$慢慢来嘛，不要跑那么快，跑快了会跌倒摔跤的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322573667","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296300748001344,"gmtCreate":1713376793511,"gmtModify":1713376795795,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"马斯克电动车没啥技术，把所有专利公开了，现在知道后悔了吧？","listText":"马斯克电动车没啥技术，把所有专利公开了，现在知道后悔了吧？","text":"马斯克电动车没啥技术，把所有专利公开了，现在知道后悔了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/296300748001344","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3511079232281937","authorId":"3511079232281937","name":"么么哒121","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"content":"世界首富也当了，套现了几百亿现金，身价上千亿，他后悔啥","text":"世界首富也当了，套现了几百亿现金，身价上千亿，他后悔啥","html":"世界首富也当了，套现了几百亿现金，身价上千亿，他后悔啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637855339,"gmtCreate":1648019878165,"gmtModify":1648020342173,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"都是财政发工资。不说谎，不造谣，不吹牛B。每月三五万的工资就泡汤了。","listText":"都是财政发工资。不说谎，不造谣，不吹牛B。每月三五万的工资就泡汤了。","text":"都是财政发工资。不说谎，不造谣，不吹牛B。每月三五万的工资就泡汤了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637855339","repostId":"2221092422","repostType":4,"repost":{"id":"2221092422","pubTimestamp":1648001676,"share":"https://www.laohu8.com/m/news/2221092422?lang=&edition=full","pubTime":"2022-03-23 10:14","market":"fut","language":"zh","title":"小摩称泽连斯基接近“投降”？ 市场情绪大反转，该如何布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2221092422","media":"同花顺财经期货","summary":"近期整个市场投机情绪却迎来了峰回路转。","content":"<html><head></head><body><p><b>局势反转？俄欧股市大涨原油回落</b></p><p>很多人调侃称，俄乌战争，远看是俄罗斯打乌克兰、近看是俄罗斯打欧盟、再仔细一看是美国资本打欧盟。不管“战争逼迫资本回流美国境内”的阴谋论是否为真，欧盟在本轮冲突中损失惨重确实是不争的事实。</p><p>然而，近期整个市场投机情绪却是迎来了峰回路转。股市方面，美股和中概股的反弹姑且不提，连饱受冲突困扰资金大量出逃的欧洲股市居然也呈现出了全线飘红的态势。</p><p>同时，被戏称为“俄乌谈判进展晴雨表”的原油也意外迎来了回落态势。周二，国际油价小幅回落。</p><p><img src=\"https://static.tigerbbs.com/90e24b6eebb5b4dda04d935ec35b5d86\" tg-width=\"1284\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/></p><p>那么问题来了，是什么导致了盘面氛围的突然反转？后市我们又该何去何从呢？</p><p><b>市场为和谈做准备：<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>暗指泽连斯基接近“投降”</b></p><p>毫无疑问，市场对俄乌和谈预期的变化是本轮盘面反复的直接原因。</p><p>据央视报道，乌克兰总统泽连斯基在接受乌克兰媒体采访时表示，<b>他已经准备好讨论，作出有关乌克兰不寻求加入北约的承诺，以换取停火、俄军撤军以及乌克兰的安全保障。</b>其提到，事实很清楚，乌克兰不能获准加入北约，是因为北约不想与俄罗斯发生冲突。泽连斯基还表示，乌俄谈判有可能达成妥协，不过首先应当是实现停火。他还再次呼吁与俄罗斯总统普京进行直接会谈；而美联社则更近一步，直接点出“泽连斯基似乎准备放弃对克里米亚和顿巴斯地区的领土主张”；同时，<b>摩根大通交易部门在昨日(周二)亦是撰文暗指泽连斯基已经接近“投降”，并开始对达成和平协议后的市场走势作出假设。</b></p><p><img src=\"https://static.tigerbbs.com/30fc9b7b4356a600e7025ac79c3b4fe3\" tg-width=\"800\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/></p><p>欧美股市走强及原油的普跌发生在“消息广泛传播”后。这说明，市场已经开始“有意识的押注”了。</p><p><b>德国态度强硬：欧盟需要进口俄罗斯石油</b></p><p>除开乌克兰在最敏感的领土问题上“意见松动”外，欧美内部对禁止俄罗斯原油进口议题的分歧亦是引发市场投机氛围的一大核心要素。</p><p>据了解，当前欧盟各国已就“禁运俄罗斯石油”的假设做出了新一轮的磋商，但这一情形遭到了德国和匈牙利的强烈反对。</p><p>尽管24日拜登将在北约峰会上就“敲定新一轮对俄制裁”进行呼吁，但基于当前欧美内部的猛烈分歧，市场对起达成“原油禁运”的目的持悲观态度。</p><p>注：欧盟40%的能源供应依赖俄罗斯进口，德国是欧盟大型经济体中对俄罗斯天然气依赖程度最深的国家之一，同时也购买了最多的俄罗斯原油。近日，俄罗斯曾警告成，如果对俄原油禁运，俄方将切断对欧盟的天然气管道输送。</p><p><b>现货告急：提防近月原油历史性逼空风险</b></p><p>当然，需要提醒的是。尽管市场对油价的后市预期开始趋于和缓，但它也带来额外的风险因素，即“近月合约远强于远月”。</p><p>本周一，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>大宗商品团队向专业客户发布了一份题为“库欣缓冲库存所剩无几”的必读报告。报告指出，WTI原油日历价差最近飙升至十年高位，虽然现已有所稳定，但仍然处于高位，这不利于鼓励交易商储存石油。库欣<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>的库存年初至今已消耗约1300万桶，上周跌到2400万桶，是页岩时代的最低季节性水平(俗称“罐底”)。――库欣油罐的顶部是浮动的，机构通常会利用上方盖子的浮起高度来提前判定现有库存。</p><p>撇开库欣地区原油现货较远月高企不谈，更致命的是，包括墨西哥湾在内的周边地区还有着超高溢价，这将进一步阻止原油流进库存。美国银行认为，随着交割日的临近，由于原油库存处于历史低位，所以“无油交割”的情况或将致使空头合约持有人争相买入以求按期平仓，但是这可能会致使油价到达“任何位置”，甚至出现“历史性逼空”。</p><p>综上所述，“远月不看好，但近月存在逼仓风险”的思路在近期油市已经“越来越有受众”了。若持有相关仓单，应适度提高警惕。</p></body></html>","source":"ths_fut","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>小摩称泽连斯基接近“投降”？ 市场情绪大反转，该如何布局</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小摩称泽连斯基接近“投降”？ 市场情绪大反转，该如何布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 10:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://goodsfu.10jqka.com.cn/20220323/c637718309.shtml><strong>同花顺财经期货</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>局势反转？俄欧股市大涨原油回落很多人调侃称，俄乌战争，远看是俄罗斯打乌克兰、近看是俄罗斯打欧盟、再仔细一看是美国资本打欧盟。不管“战争逼迫资本回流美国境内”的阴谋论是否为真，欧盟在本轮冲突中损失惨重确实是不争的事实。然而，近期整个市场投机情绪却是迎来了峰回路转。股市方面，美股和中概股的反弹姑且不提，连饱受冲突困扰资金大量出逃的欧洲股市居然也呈现出了全线飘红的态势。同时，被戏称为“俄乌谈判进展晴雨表...</p>\n\n<a href=\"http://goodsfu.10jqka.com.cn/20220323/c637718309.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec55645df2a853f64791de2a1ad27327","relate_stocks":{".DJI":"道琼斯","USO":"美国原油ETF"},"source_url":"http://goodsfu.10jqka.com.cn/20220323/c637718309.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221092422","content_text":"局势反转？俄欧股市大涨原油回落很多人调侃称，俄乌战争，远看是俄罗斯打乌克兰、近看是俄罗斯打欧盟、再仔细一看是美国资本打欧盟。不管“战争逼迫资本回流美国境内”的阴谋论是否为真，欧盟在本轮冲突中损失惨重确实是不争的事实。然而，近期整个市场投机情绪却是迎来了峰回路转。股市方面，美股和中概股的反弹姑且不提，连饱受冲突困扰资金大量出逃的欧洲股市居然也呈现出了全线飘红的态势。同时，被戏称为“俄乌谈判进展晴雨表”的原油也意外迎来了回落态势。周二，国际油价小幅回落。那么问题来了，是什么导致了盘面氛围的突然反转？后市我们又该何去何从呢？市场为和谈做准备：摩根大通暗指泽连斯基接近“投降”毫无疑问，市场对俄乌和谈预期的变化是本轮盘面反复的直接原因。据央视报道，乌克兰总统泽连斯基在接受乌克兰媒体采访时表示，他已经准备好讨论，作出有关乌克兰不寻求加入北约的承诺，以换取停火、俄军撤军以及乌克兰的安全保障。其提到，事实很清楚，乌克兰不能获准加入北约，是因为北约不想与俄罗斯发生冲突。泽连斯基还表示，乌俄谈判有可能达成妥协，不过首先应当是实现停火。他还再次呼吁与俄罗斯总统普京进行直接会谈；而美联社则更近一步，直接点出“泽连斯基似乎准备放弃对克里米亚和顿巴斯地区的领土主张”；同时，摩根大通交易部门在昨日(周二)亦是撰文暗指泽连斯基已经接近“投降”，并开始对达成和平协议后的市场走势作出假设。欧美股市走强及原油的普跌发生在“消息广泛传播”后。这说明，市场已经开始“有意识的押注”了。德国态度强硬：欧盟需要进口俄罗斯石油除开乌克兰在最敏感的领土问题上“意见松动”外，欧美内部对禁止俄罗斯原油进口议题的分歧亦是引发市场投机氛围的一大核心要素。据了解，当前欧盟各国已就“禁运俄罗斯石油”的假设做出了新一轮的磋商，但这一情形遭到了德国和匈牙利的强烈反对。尽管24日拜登将在北约峰会上就“敲定新一轮对俄制裁”进行呼吁，但基于当前欧美内部的猛烈分歧，市场对起达成“原油禁运”的目的持悲观态度。注：欧盟40%的能源供应依赖俄罗斯进口，德国是欧盟大型经济体中对俄罗斯天然气依赖程度最深的国家之一，同时也购买了最多的俄罗斯原油。近日，俄罗斯曾警告成，如果对俄原油禁运，俄方将切断对欧盟的天然气管道输送。现货告急：提防近月原油历史性逼空风险当然，需要提醒的是。尽管市场对油价的后市预期开始趋于和缓，但它也带来额外的风险因素，即“近月合约远强于远月”。本周一，美国银行大宗商品团队向专业客户发布了一份题为“库欣缓冲库存所剩无几”的必读报告。报告指出，WTI原油日历价差最近飙升至十年高位，虽然现已有所稳定，但仍然处于高位，这不利于鼓励交易商储存石油。库欣枢纽的库存年初至今已消耗约1300万桶，上周跌到2400万桶，是页岩时代的最低季节性水平(俗称“罐底”)。――库欣油罐的顶部是浮动的，机构通常会利用上方盖子的浮起高度来提前判定现有库存。撇开库欣地区原油现货较远月高企不谈，更致命的是，包括墨西哥湾在内的周边地区还有着超高溢价，这将进一步阻止原油流进库存。美国银行认为，随着交割日的临近，由于原油库存处于历史低位，所以“无油交割”的情况或将致使空头合约持有人争相买入以求按期平仓，但是这可能会致使油价到达“任何位置”，甚至出现“历史性逼空”。综上所述，“远月不看好，但近月存在逼仓风险”的思路在近期油市已经“越来越有受众”了。若持有相关仓单，应适度提高警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694453694,"gmtCreate":1642085963828,"gmtModify":1642085963828,"author":{"id":"3546053863987227","authorId":"3546053863987227","name":"菜鸟老白","avatar":"https://static.tigerbbs.com/f820914f2b4ca6ccb02defa29206df9b","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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