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引擎2020

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2023-01-22

哗众取宠罢了

抱歉，原内容已删除

2021-11-30

终于不嘴硬了

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2021-11-24

没钱就会恢复正常这种论调宛如痴人说梦。大印钞大放水所带来的循环，花完了就会凭空消失？拿脚趾头想想都不可能。美国就自作自受，陷入通胀的泥潭，永世不得超生吧。

抱歉，原内容已删除

2020-11-24

$Transocean Ltd.(RIG)$ 所有的交易都是遗憾，等真正轮到大涨起来又后悔买少了。

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09:27","market":"us","language":"zh","title":"“木头姐”惊人预测：美联储今年转向，未来5年特斯拉涨5倍、原油需求跌30%......","url":"https://stock-news.laohu8.com/highlight/detail?id=2305992479","media":"华尔街见闻","summary":"经历2022“滑铁卢”的木头姐，2023年要爬起来了？","content":"<html><head></head><body><blockquote>经历2022“滑铁卢”的木头姐，2023年要爬起来了？</blockquote><p>去年以来，美联储加息风暴和高通胀压力导致木头姐重仓的特斯拉、Roku等科技股遭受沉重打击。</p><p>但进入2023年，随着美联储转向的预期持续升温，她对未来的金融环境越发乐观。她认为，通胀已经见顶，美联储将很快停止紧缩步伐，此举将推动她青睐的股票（比如特斯拉）大幅增长。</p><p>当地时间周四，Ark投资管理公司的首席执行官“木头姐”凯西·伍德（Cathie Wood）在季度投资者电话会议上说：</p><blockquote>如果去年利率上升对成长型股票造成不成比例伤害的逻辑逆转了，那么未来现金流的折现价值应该会上升。</blockquote><p>10年期美债收益率在去年10月达到4.3%左右的峰值后，目前已跌至3.48%。相比之下，伍德执掌的旗舰基金ARK创新ETF<b>在过去一年里下跌了近67% ，成为Morningstar追踪的表现最差的美国股票基金之一，但2023年迄今已经上涨了15%。</b></p><p><img src=\"https://static.tigerbbs.com/88b6d57d90f71564c0ed3c2c7a7b977f\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>伍德曾一再警告称，美联储突然加息可能引发一段时期的通缩，并在周四表示，<b>到2023年年中，通胀率可能降至3%或更低。</b></p><blockquote>我认为美联储即将结束这一紧缩举措。</blockquote><p>坚持做特斯拉的“迷妹”</p><p>看好特斯拉的投资者有很多，但很少有人能像伍德一样那样坚定。</p><p>伍德估计，<b>特斯拉股价在未来5年内可能会增长5倍，而这仅仅来自该公司的电动汽车业务。</b>伍德相信，特斯拉的自动驾驶业务将推动其股票在未来年内增长近13倍。</p><blockquote>我们对特斯拉比以往任何时候都更为乐观。</blockquote><p>伍德预测，<b>到2026年，经股票拆分调整后，这家电动汽车制造商的股价可能超过1500美元/股。</b></p><p>隔夜美股收盘，特斯拉股价大涨近5%至133.42美元/股。</p><p><img src=\"https://static.tigerbbs.com/d593b2ce810005bc13a4dbaad45e8438\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>由于需求下滑，首席执行官马斯克入主推特引发了特斯拉投资者的恐慌，这家明星电动汽车制造商股价在2022年大跌了65%。<b>对伍德而言，特斯拉当前的股价具有极高的性价比。</b></p><p>开年以来，特斯拉在全球掀起了一场价格战，大幅下调中国、美国、欧洲等主要市场的售价，以在竞争日益激励的电动汽车市场保住领先地位。其股价也因此受到提振。</p><p>伍德长期以来一直相信汽车行业将被特斯拉颠覆。</p><blockquote>特斯拉在定价方面将非常激进，它能承担得起。它有最低的成本结构，在我们看来，是最激进的创新。其他汽车制造商将展开竞争，但他们必须跟随（特斯拉）降价，从盈利能力的角度来看，它们的利润率将遭受重创。</blockquote><p>本周，特斯拉即将公布第四季度业绩，其股价再次迎来考验。</p><p>能源股牛气不再？</p><p>伍德暗示，能源类股的涨势将很快结束。她说，<b>尽管油价下跌了大约30%</b>，但过去6个月能源类股的反弹表明，市场现在高估了价值股。</p><blockquote>从我们的观点来看，市场正在违背逻辑。</blockquote><p>当地时间周四，能源精选板块SPDR基金（Energy Select Sector SPDR Fund）上涨1.2%，在过去12个月累计上涨近40%。</p><p>与此同时，伍德估计，<b>未来五年全球石油需求下降30%或更多。</b></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>“木头姐”惊人预测：美联储今年转向，未来5年特斯拉涨5倍、原油需求跌30%......</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; 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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“木头姐”惊人预测：美联储今年转向，未来5年特斯拉涨5倍、原油需求跌30%......\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 09:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3680433><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经历2022“滑铁卢”的木头姐，2023年要爬起来了？去年以来，美联储加息风暴和高通胀压力导致木头姐重仓的特斯拉、Roku等科技股遭受沉重打击。但进入2023年，随着美联储转向的预期持续升温，她对未来的金融环境越发乐观。她认为，通胀已经见顶，美联储将很快停止紧缩步伐，此举将推动她青睐的股票（比如特斯拉）大幅增长。当地时间周四，Ark投资管理公司的首席执行官“木头姐”凯西·伍德（Cathie ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3680433\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5f3ce5536d9fe7be87da470a06cd1e","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://wallstreetcn.com/articles/3680433","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305992479","content_text":"经历2022“滑铁卢”的木头姐，2023年要爬起来了？去年以来，美联储加息风暴和高通胀压力导致木头姐重仓的特斯拉、Roku等科技股遭受沉重打击。但进入2023年，随着美联储转向的预期持续升温，她对未来的金融环境越发乐观。她认为，通胀已经见顶，美联储将很快停止紧缩步伐，此举将推动她青睐的股票（比如特斯拉）大幅增长。当地时间周四，Ark投资管理公司的首席执行官“木头姐”凯西·伍德（Cathie Wood）在季度投资者电话会议上说：如果去年利率上升对成长型股票造成不成比例伤害的逻辑逆转了，那么未来现金流的折现价值应该会上升。10年期美债收益率在去年10月达到4.3%左右的峰值后，目前已跌至3.48%。相比之下，伍德执掌的旗舰基金ARK创新ETF在过去一年里下跌了近67% ，成为Morningstar追踪的表现最差的美国股票基金之一，但2023年迄今已经上涨了15%。伍德曾一再警告称，美联储突然加息可能引发一段时期的通缩，并在周四表示，到2023年年中，通胀率可能降至3%或更低。我认为美联储即将结束这一紧缩举措。坚持做特斯拉的“迷妹”看好特斯拉的投资者有很多，但很少有人能像伍德一样那样坚定。伍德估计，特斯拉股价在未来5年内可能会增长5倍，而这仅仅来自该公司的电动汽车业务。伍德相信，特斯拉的自动驾驶业务将推动其股票在未来年内增长近13倍。我们对特斯拉比以往任何时候都更为乐观。伍德预测，到2026年，经股票拆分调整后，这家电动汽车制造商的股价可能超过1500美元/股。隔夜美股收盘，特斯拉股价大涨近5%至133.42美元/股。由于需求下滑，首席执行官马斯克入主推特引发了特斯拉投资者的恐慌，这家明星电动汽车制造商股价在2022年大跌了65%。对伍德而言，特斯拉当前的股价具有极高的性价比。开年以来，特斯拉在全球掀起了一场价格战，大幅下调中国、美国、欧洲等主要市场的售价，以在竞争日益激励的电动汽车市场保住领先地位。其股价也因此受到提振。伍德长期以来一直相信汽车行业将被特斯拉颠覆。特斯拉在定价方面将非常激进，它能承担得起。它有最低的成本结构，在我们看来，是最激进的创新。其他汽车制造商将展开竞争，但他们必须跟随（特斯拉）降价，从盈利能力的角度来看，它们的利润率将遭受重创。本周，特斯拉即将公布第四季度业绩，其股价再次迎来考验。能源股牛气不再？伍德暗示，能源类股的涨势将很快结束。她说，尽管油价下跌了大约30%，但过去6个月能源类股的反弹表明，市场现在高估了价值股。从我们的观点来看，市场正在违背逻辑。当地时间周四，能源精选板块SPDR基金（Energy Select Sector SPDR Fund）上涨1.2%，在过去12个月累计上涨近40%。与此同时，伍德估计，未来五年全球石油需求下降30%或更多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609264128,"gmtCreate":1638286882303,"gmtModify":1638289234308,"author":{"id":"3547176900691230","authorId":"3547176900691230","name":"引擎2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"终于不嘴硬了","listText":"终于不嘴硬了","text":"终于不嘴硬了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609264128","repostId":"1134305042","repostType":2,"repost":{"id":"1134305042","pubTimestamp":1638286550,"share":"https://www.laohu8.com/m/news/1134305042?lang=&edition=full","pubTime":"2021-11-30 23:35","market":"us","language":"zh","title":"鲍威尔：关于通胀，该放弃“暂时”这个词了","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305042","media":"华尔街见闻","summary":"美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper。11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。","content":"<blockquote>\n 在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n</blockquote>\n<blockquote>\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n</blockquote>\n<p>11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。</p>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。</p>\n<p>他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记，美股跌幅又短线小幅收窄。</p>\n<p>在听证会初期，美国30年期国债收益率跌破1.8%。彭博美元指数跌0.7%，创11月19日以来新低。现货黄金日内涨幅达1.0%，报1803.07美元/盎司。美国11月谘商会消费者信心指数降至109.5，创最近九个月新低，受到通胀加速上行和新冠病例增加的冲击。</p>\n<p>在隔夜发布的书面证词中，鲍威尔首次公开提及新病毒变种，称会增加经济下行风险和通胀不确定性，人们外出工作的意愿或进一步降低，这将减缓劳动力市场的进展，并加剧供应链混乱。</p>\n<p>他还对通货膨胀发表了更直接的评论，即预测供应限制的持续性和影响具有挑战性，但现在看来，“推动通胀上升的因素将持续到明年”。不过，他仍强调随着供需失衡的缓解，包括美联储在内的大多数预测者都持续预期通胀将在明年“大幅下降”，劳动力闲置现象也在减少。</p>\n<p>在肯定美国经济继续走强、劳动力市场持续改善的基础上，鲍威尔承诺，美联储“致力于实现价格稳定目标”，将利用工具来支持经济和劳动力市场，并“防止更高的通胀变得根深蒂固”。</p>\n<p>他还承认，在与加息门槛有关的“实现就业和劳动力市场参与率这两项指标最大化方面”，仍有不小的进步空间，尽管新病毒变种压境，“美联储预计上述的最大化进程将继续取得进展”。</p>\n<p>分析认为，<b>奥密克戎新变种病毒出现在美国通胀数月高出美联储官方目标两倍多的时点，将为央行货币政策收紧路径再添变数</b>。</p>\n<p>原本官员们将在12月14日至15日的FOMC会议上讨论是否加速缩减购债，这样可以尽早结束QE量宽净购债的“放水”政策，为明年上半年就提前加息留出空间。高盛曾认为，taper加速“存在重大风险”，富国银行随后称，新变种病毒可能令12月会议上加速taper的计划复杂化。</p>\n<p>瑞银在最新研报中指出，新变异毒株突然来袭，供应链问题推动通胀上升的因素将持续存在，通胀上行风险加剧，或从“暂时性”转变为“长期性”：</p>\n<blockquote>\n 新一轮病毒扩散将对经济复苏产生损害，最初的经济、就业人数增长可能会下降，并且供应链问题将加剧，通胀压力也会比此前预期加大。 \n <b>美联储最初的反应将偏鸽派，随着通胀上升，在经济进一步复苏时，可能会加息。</b>\n</blockquote>","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>鲍威尔：关于通胀，该放弃“暂时”这个词了</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鲍威尔：关于通胀，该放弃“暂时”这个词了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3646201><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n\n\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n\n11月30日周二，美联储主席鲍威尔与美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646201\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3646201","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1134305042","content_text":"在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记。\n\n\n 美国三大股指跌超1%，银行板块跌1.5%。鲍威尔称，可以考虑提前几个月结束Taper（减码QE）。\n\n11月30日周二，美联储主席鲍威尔与美国财长耶伦一同出席美国国会参议院银行委员会的季度听证，就顽固高通胀、奥密克戎新变种病毒对经济的影响、美国债务上限等关键议题发表观点，两人明日还将参加国会众议院金融服务委员会的听证。\n在问答环节，鲍威尔表示，通胀进一步上升的风险增加，物价上涨与新冠疫情造成的供应链中断有关。\n他还称，“是时候放弃关于通胀“暂时性”这个词了”，这句话一度令美股跌幅扩大，但他解释道，“暂时性”对每个人的意义不同，对于他来说意味着不会在价格上留下永久印记，美股跌幅又短线小幅收窄。\n在听证会初期，美国30年期国债收益率跌破1.8%。彭博美元指数跌0.7%，创11月19日以来新低。现货黄金日内涨幅达1.0%，报1803.07美元/盎司。美国11月谘商会消费者信心指数降至109.5，创最近九个月新低，受到通胀加速上行和新冠病例增加的冲击。\n在隔夜发布的书面证词中，鲍威尔首次公开提及新病毒变种，称会增加经济下行风险和通胀不确定性，人们外出工作的意愿或进一步降低，这将减缓劳动力市场的进展，并加剧供应链混乱。\n他还对通货膨胀发表了更直接的评论，即预测供应限制的持续性和影响具有挑战性，但现在看来，“推动通胀上升的因素将持续到明年”。不过，他仍强调随着供需失衡的缓解，包括美联储在内的大多数预测者都持续预期通胀将在明年“大幅下降”，劳动力闲置现象也在减少。\n在肯定美国经济继续走强、劳动力市场持续改善的基础上，鲍威尔承诺，美联储“致力于实现价格稳定目标”，将利用工具来支持经济和劳动力市场，并“防止更高的通胀变得根深蒂固”。\n他还承认，在与加息门槛有关的“实现就业和劳动力市场参与率这两项指标最大化方面”，仍有不小的进步空间，尽管新病毒变种压境，“美联储预计上述的最大化进程将继续取得进展”。\n分析认为，奥密克戎新变种病毒出现在美国通胀数月高出美联储官方目标两倍多的时点，将为央行货币政策收紧路径再添变数。\n原本官员们将在12月14日至15日的FOMC会议上讨论是否加速缩减购债，这样可以尽早结束QE量宽净购债的“放水”政策，为明年上半年就提前加息留出空间。高盛曾认为，taper加速“存在重大风险”，富国银行随后称，新变种病毒可能令12月会议上加速taper的计划复杂化。\n瑞银在最新研报中指出，新变异毒株突然来袭，供应链问题推动通胀上升的因素将持续存在，通胀上行风险加剧，或从“暂时性”转变为“长期性”：\n\n 新一轮病毒扩散将对经济复苏产生损害，最初的经济、就业人数增长可能会下降，并且供应链问题将加剧，通胀压力也会比此前预期加大。 \n 美联储最初的反应将偏鸽派，随着通胀上升，在经济进一步复苏时，可能会加息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}