+关注
唻丝
暂无个人介绍
IP属地：北京
17
关注
0
粉丝
3
主题
0
勋章
主贴
热门
唻丝
04-09
$特斯拉(TSLA)$
你是要完是吧
唻丝
2022-01-26
美股不知道 大a是只能跟着人家挨嘴巴
美联储真会拖垮美股？华尔街众说纷纭
唻丝
2025-02-18
$特斯拉(TSLA)$
发财
唻丝
2024-06-14
Garbish.
抱歉，原内容已删除
唻丝
2022-05-10
$SoFi Technologies Inc.(SOFI)$
bs stock
唻丝
2022-02-25
$新东方(EDU)$
人都回去了 大哥了你也回点
唻丝
2022-01-25
$新东方(EDU)$
你就不是大盘的事了 唉
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3550693856511595","uuid":"3550693856511595","gmtCreate":1587601095622,"gmtModify":1643061163161,"name":"唻丝","pinyin":"唻s唻si","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":17,"tweetSize":12,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"c16da968d58248f48262c1f464e9d0fa-1","templateUuid":"c16da968d58248f48262c1f464e9d0fa","name":"2025元宝x2","description":"2025年度投资收益达成20万美金","bigImgUrl":"https://static.tigerbbs.com/61f6a89c5fb5badafb9db45c855eff22","smallImgUrl":"https://static.tigerbbs.com/61f6a89c5fb5badafb9db45c855eff22","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":6001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.06","exceedPercentage":"93.17%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.74%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":551501923419800,"gmtCreate":1775665884332,"gmtModify":1775665886316,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 你是要完是吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 你是要完是吧","text":"$特斯拉(TSLA)$ 你是要完是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551501923419800","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404871627707000,"gmtCreate":1739870069485,"gmtModify":1739870070908,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 发财","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 发财","text":"$特斯拉(TSLA)$ 发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404871627707000","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316485547860024,"gmtCreate":1718294789064,"gmtModify":1718295050727,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"Garbish.","listText":"Garbish.","text":"Garbish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316485547860024","repostId":"2443929885","repostType":2,"isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":612989926,"gmtCreate":1652130994965,"gmtModify":1652130994965,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>bs stock","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>bs stock","text":"$SoFi Technologies Inc.(SOFI)$bs stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612989926","isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636175130,"gmtCreate":1645720999919,"gmtModify":1645720999919,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>人都回去了 大哥了你也回点","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>人都回去了 大哥了你也回点","text":"$新东方(EDU)$人都回去了 大哥了你也回点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636175130","isVote":1,"tweetType":1,"viewCount":2711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639948346,"gmtCreate":1643142485540,"gmtModify":1643142485540,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"美股不知道 大a是只能跟着人家挨嘴巴","listText":"美股不知道 大a是只能跟着人家挨嘴巴","text":"美股不知道 大a是只能跟着人家挨嘴巴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639948346","repostId":"1195280084","repostType":2,"repost":{"id":"1195280084","kind":"news","pubTimestamp":1643102284,"share":"https://www.laohu8.com/m/news/1195280084?lang=zh_CN&edition=full","pubTime":"2022-01-25 17:18","market":"us","language":"zh","title":"美联储真会拖垮美股？华尔街众说纷纭","url":"https://stock-news.laohu8.com/highlight/detail?id=1195280084","media":"智通财经网","summary":"俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4","content":"<html><head></head><body><p>俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。</p><p>尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场预期2022年全年接近加息一个完整百分点 。北京时间周四凌晨3点，美联储将公布利率决议，市场将关注该行会否透露关于加息和缩表方面的信号。</p><p>美联储加息已是板上钉钉，但这究竟会对美股走向带来什么影响？策略师众说纷纭。</p><p>Fundstrat Global Advisor全球投资组合策略和资产配置部门主管Brian Rauscher称，其研究显示<b>交易低点可能已经出现</b>，但考虑到美联储、通胀触顶和新冠疫情尚未结束，该策略师也不太能确定上半年的低点是否已经达到，所以激进的交易员和策略投资人有机会利用预期的反弹，寻找被过度抛售的优质股。</p><p>相比之下，摩根大通首席股票策略师Marko Kolanovic观点则更为明确。Kolanovic认为，<b>投资者对利率上升的担忧过头了，标普500指数的回调可能正接近“最后阶段”</b>，并表示近期股市的看跌情绪与经济活动的势头不符，供应链瓶颈已有所缓解，而且“我们预计将迎来强劲的财报季”。</p><p>Kolanovic称，投资者情绪转跌和技术指标超卖表明，“我们可能处于此次调整的最后阶段。尽管市场还在努力消化加息带来的轮动，但我们预计财报季将使市场恢复信心”。</p><p>Kolanovic认为，如果股市继续下跌，美联储可能会通过改变政策来阻止下跌。“在最坏的情况下，我们可能会看到‘美联储看跌期权’回归。” 据悉， 所谓美联储看跌期权是指如果美股因为货币政策收紧而大跌，美联储会停止紧缩。</p><p>如果美联储因为股市大跌而调整政策，可能意味着今年加息次数会减少，或推迟缩减资产负债表的计划。这反过来可能有助于推动投资者风险偏好的回归，并引发遭受重创的科技股和加密货币的反弹。但这一切都可能取决于通胀的速度。</p><p>Evercore IS策略师Julian Emanuel周一表示，<b>标普500指数跌至3670之日，即为美联储看跌期权行权之时。</b>Emanuel称，通过检视过去发生的大事，如1987年股灾、1988年长期资本管理(LTCM)私募基金垮台、2001年科技泡沫破裂、2008年全球金融危机、2019年鲍威尔转变(Powell Pivot)、2020年因应疫情纾困等，预计美联储看跌期权(Fed put)的平均执行价格是峰顶到谷底下跌23.8%(相当于现今标普500指数跌到3,670点)。</p><p>MillerTabak+公司的首席市场策略师Matt Maley观察到，虽然看到追缴保证金之类“强制平仓”的迹象，但过去几年积累的杠杆操作需要更长的时间才能解除 ，因此Maley认为，这是<b>投资人该逢高卖出而非逢低买入期。</b></p><p><b>市场上还有许多看空的声音。</b>投行Stifel的首席股票策略师Barry Bannister就表示，<b>标普500指数周一盘中止跌回升的涨势是一场彻头彻尾的骗局。</b>该策略师表示，要想让股市跌到低点，让牛市重新开始，需要做很多事情，其中包括美联储政策鸽派转向以压低美国十年期通胀保值国债(TIPS)的收益率(美债实际收益率)，美国制造业PMI触底等，但这些都不可能发生。</p><p>沃顿商学院金融学教授Jeremy Siegel也认为，<b>美国股市的“震荡”期还远未结束，以科技股为主的纳斯达克指数势将跌入熊市</b>，而标普500指数也将陷入回调，即较近期高点下跌10%，该指数周一盘中一度达到了这一跌幅。通胀方面，Siegel认为美国经济中的通胀压力还会持续一整年，物价可能会像2021年那样再上涨7%。</p><p>因此，Siegel表示，这一系列技术信号也表明，市场可能会出现更多波动。美国市场未来将面临更多根本性挑战，从美联储艰难地遏制价格压力，到奥密克戎变种病毒的不断扩散，从而削弱第一季度经济扩张。</p></body></html>","source":"highlight_zhitongcaijin","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>美联储真会拖垮美股？华尔街众说纷纭</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储真会拖垮美股？华尔街众说纷纭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 17:18 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/647749.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/647749.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/647749.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1195280084","content_text":"俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场预期2022年全年接近加息一个完整百分点 。北京时间周四凌晨3点，美联储将公布利率决议，市场将关注该行会否透露关于加息和缩表方面的信号。美联储加息已是板上钉钉，但这究竟会对美股走向带来什么影响？策略师众说纷纭。Fundstrat Global Advisor全球投资组合策略和资产配置部门主管Brian Rauscher称，其研究显示交易低点可能已经出现，但考虑到美联储、通胀触顶和新冠疫情尚未结束，该策略师也不太能确定上半年的低点是否已经达到，所以激进的交易员和策略投资人有机会利用预期的反弹，寻找被过度抛售的优质股。相比之下，摩根大通首席股票策略师Marko Kolanovic观点则更为明确。Kolanovic认为，投资者对利率上升的担忧过头了，标普500指数的回调可能正接近“最后阶段”，并表示近期股市的看跌情绪与经济活动的势头不符，供应链瓶颈已有所缓解，而且“我们预计将迎来强劲的财报季”。Kolanovic称，投资者情绪转跌和技术指标超卖表明，“我们可能处于此次调整的最后阶段。尽管市场还在努力消化加息带来的轮动，但我们预计财报季将使市场恢复信心”。Kolanovic认为，如果股市继续下跌，美联储可能会通过改变政策来阻止下跌。“在最坏的情况下，我们可能会看到‘美联储看跌期权’回归。” 据悉， 所谓美联储看跌期权是指如果美股因为货币政策收紧而大跌，美联储会停止紧缩。如果美联储因为股市大跌而调整政策，可能意味着今年加息次数会减少，或推迟缩减资产负债表的计划。这反过来可能有助于推动投资者风险偏好的回归，并引发遭受重创的科技股和加密货币的反弹。但这一切都可能取决于通胀的速度。Evercore IS策略师Julian Emanuel周一表示，标普500指数跌至3670之日，即为美联储看跌期权行权之时。Emanuel称，通过检视过去发生的大事，如1987年股灾、1988年长期资本管理(LTCM)私募基金垮台、2001年科技泡沫破裂、2008年全球金融危机、2019年鲍威尔转变(Powell Pivot)、2020年因应疫情纾困等，预计美联储看跌期权(Fed put)的平均执行价格是峰顶到谷底下跌23.8%(相当于现今标普500指数跌到3,670点)。MillerTabak+公司的首席市场策略师Matt Maley观察到，虽然看到追缴保证金之类“强制平仓”的迹象，但过去几年积累的杠杆操作需要更长的时间才能解除 ，因此Maley认为，这是投资人该逢高卖出而非逢低买入期。市场上还有许多看空的声音。投行Stifel的首席股票策略师Barry Bannister就表示，标普500指数周一盘中止跌回升的涨势是一场彻头彻尾的骗局。该策略师表示，要想让股市跌到低点，让牛市重新开始，需要做很多事情，其中包括美联储政策鸽派转向以压低美国十年期通胀保值国债(TIPS)的收益率(美债实际收益率)，美国制造业PMI触底等，但这些都不可能发生。沃顿商学院金融学教授Jeremy Siegel也认为，美国股市的“震荡”期还远未结束，以科技股为主的纳斯达克指数势将跌入熊市，而标普500指数也将陷入回调，即较近期高点下跌10%，该指数周一盘中一度达到了这一跌幅。通胀方面，Siegel认为美国经济中的通胀压力还会持续一整年，物价可能会像2021年那样再上涨7%。因此，Siegel表示，这一系列技术信号也表明，市场可能会出现更多波动。美国市场未来将面临更多根本性挑战，从美联储艰难地遏制价格压力，到奥密克戎变种病毒的不断扩散，从而削弱第一季度经济扩张。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630724830,"gmtCreate":1643056548975,"gmtModify":1643056548975,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","text":"$新东方(EDU)$你就不是大盘的事了 唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630724830","isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696360816,"gmtCreate":1640618816999,"gmtModify":1640618816999,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"盈利不重要 什么不挨打才重要 可怜的中国企业家","listText":"盈利不重要 什么不挨打才重要 可怜的中国企业家","text":"盈利不重要 什么不挨打才重要 可怜的中国企业家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696360816","repostId":"2194053001","repostType":2,"repost":{"id":"2194053001","kind":"news","pubTimestamp":1640589037,"share":"https://www.laohu8.com/m/news/2194053001?lang=zh_CN&edition=full","pubTime":"2021-12-27 15:10","market":"us","language":"zh","title":"俞敏洪将于12月28日在抖音开启首场助农直播","url":"https://stock-news.laohu8.com/highlight/detail?id=2194053001","media":"电商报","summary":"12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪抖音直播间和“东方甄选”的抖音直播间将同时开启。据了解，今年11月7日晚间，新东方董事长俞敏洪在其抖音直播间称，除退租1500个新教学点，为农村孩子捐献近八万套课桌椅外，新东方计划成立一个大型农业平台——东方优选。天眼查信息显示，今年10月27日，东方优选（北京）科技有限公司正式成立，该公司经营范围包括食品互联网销售等。","content":"<html><body><article><p>12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪<a href=\"https://laohu8.com/S/DYIN\">抖音</a>直播间和“东方甄选”的抖音直播间将同时开启。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211227151200419d1970g0c0mcda08\"/><p>据官方信息透露，俞敏洪本场直播产品将上线生鲜蔬果、粮油干货、乳品零食等多个品类的数十种产品，其中不仅包括中粮、本来生活等农业大品牌旗下的精选产品，也涵盖不少从原产地直接精选的品质农物。</p><p>值得注意的是，本场直播期间，俞敏洪将和大家真实分享各产品的体验和心得，还将与“东方甄选”直播间进行双屏联动，共同为大家带来更多产品。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211227151201288d197xwfzqquf5bv\"/><p>据了解，今年11月7日晚间，<a href=\"https://laohu8.com/S/EDU\">新东方</a>董事长俞敏洪在其抖音直播间称，除退租1500个新教学点，为农村孩子捐献近八万套课桌椅外，新东方计划成立一个大型农业平台——东方优选。未来，他和几百位老师将通过直播带货<a href=\"https://laohu8.com/S/000061\">农产品</a>销售，支持乡村振兴事业。</p><p>11月9日晚间，新东方官方向齐鲁晚报方面回复称，新东方旗下的东方优选（北京）科技有限公司将开展助农相关业务，但具体的新业务目前仍处于探索阶段，详细计划正在制定中。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211227151202289d19704argyfr45b\"/><p>天眼查信息显示，今年10月27日，东方优选（北京）科技有限公司正式成立，该公司经营范围包括食品互联网销售等。12月7日，新东方又与一电商企业合开东方甄选（北京）科技有限公司，股权穿透图显示，该公司由北京新东方迅程网络科技股份有限公司与北京仰德电子商务合伙企业（有限合伙）共同持股。</p></article></body></html>","source":"tencent","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>俞敏洪将于12月28日在抖音开启首场助农直播</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n俞敏洪将于12月28日在抖音开启首场助农直播\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 15:10 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112271512027a1b48f7&s=b><strong>电商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪抖音直播间和“东方甄选”的抖音直播间将同时开启。据官方信息透露，俞敏洪本场直播产品将上线生鲜蔬果、粮油干货、乳品零食等多个品类的数十种产品，其中不仅包括中粮、本来生活等农业大品牌旗下的精选产品，也涵盖不少从原产地直接精选的品质农物。值得注意的是，本场直播期间，俞敏洪将和大家真实分享各产品的体验和心得，还...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112271512027a1b48f7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1bd9ea95ee3c17d32d7187c5dda56cd","relate_stocks":{"BK1228":"教育服务","BK4204":"教育服务","BK4531":"中概回港概念","BK4509":"腾讯概念","BK4526":"热门中概股","BK1596":"K12教育","BK1588":"回港中概股","BK1556":"内地教育股","BK4506":"内地教育股","BK4503":"景林资产持仓","EDU":"新东方","BK4535":"淡马锡持仓","BK4510":"在线教育","BK4505":"高瓴资本持仓","09901":"新东方-S","BK1519":"在线教育"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112271512027a1b48f7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2194053001","content_text":"12月27日消息，昨日晚间，俞敏洪在直播中正式宣布将在12月28日开启助农直播首秀，届时，俞敏洪抖音直播间和“东方甄选”的抖音直播间将同时开启。据官方信息透露，俞敏洪本场直播产品将上线生鲜蔬果、粮油干货、乳品零食等多个品类的数十种产品，其中不仅包括中粮、本来生活等农业大品牌旗下的精选产品，也涵盖不少从原产地直接精选的品质农物。值得注意的是，本场直播期间，俞敏洪将和大家真实分享各产品的体验和心得，还将与“东方甄选”直播间进行双屏联动，共同为大家带来更多产品。据了解，今年11月7日晚间，新东方董事长俞敏洪在其抖音直播间称，除退租1500个新教学点，为农村孩子捐献近八万套课桌椅外，新东方计划成立一个大型农业平台——东方优选。未来，他和几百位老师将通过直播带货农产品销售，支持乡村振兴事业。11月9日晚间，新东方官方向齐鲁晚报方面回复称，新东方旗下的东方优选（北京）科技有限公司将开展助农相关业务，但具体的新业务目前仍处于探索阶段，详细计划正在制定中。天眼查信息显示，今年10月27日，东方优选（北京）科技有限公司正式成立，该公司经营范围包括食品互联网销售等。12月7日，新东方又与一电商企业合开东方甄选（北京）科技有限公司，股权穿透图显示，该公司由北京新东方迅程网络科技股份有限公司与北京仰德电子商务合伙企业（有限合伙）共同持股。","news_type":1,"symbols_score_info":{"DYIN":1,"09901":1,"EDU":1}},"isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855116603,"gmtCreate":1635343149963,"gmtModify":1635343149963,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"高毅一来彻底完蛋","listText":"高毅一来彻底完蛋","text":"高毅一来彻底完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855116603","repostId":"2178896192","repostType":2,"repost":{"id":"2178896192","kind":"news","pubTimestamp":1635310440,"share":"https://www.laohu8.com/m/news/2178896192?lang=zh_CN&edition=full","pubTime":"2021-10-27 12:54","market":"us","language":"zh","title":"铝业巨头中国铝业第三季度净利增430% 高毅新进十大股东，铝价见顶了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2178896192","media":"界面新闻","summary":"10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿...","content":"<div>\n<p>10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。\n 该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿元，同比增51.27%；实现归属于上市公司股东的净利润22.32亿元，跟上年同期相比，出现了429.93%的增长幅度。\n 今年前三季度，中国铝业实现营业收入1949.29亿元，比上年同期增长了...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110272157121941.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>铝业巨头中国铝业第三季度净利增430% 高毅新进十大股东，铝价见顶了吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n铝业巨头中国铝业第三季度净利增430% 高毅新进十大股东，铝价见顶了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 12:54 北京时间 <a href=http://finance.eastmoney.com/a/202110272157121941.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。\n 该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿元，同比增51.27%；实现归属于上市公司股东的净利润22.32亿元，跟上年同期相比，出现了429.93%的增长幅度。\n 今年前三季度，中国铝业实现营业收入1949.29亿元，比上年同期增长了...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110272157121941.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78e4944908df81bfad358b07ba0dc819","relate_stocks":{"601600":"中国铝业","ACH":"Accendra Health Inc","02600":"中国铝业"},"source_url":"http://finance.eastmoney.com/a/202110272157121941.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178896192","content_text":"10月27日早盘，有色金属板块下跌，截至当日午盘，中国铝业(601600.SH)报收6.49元/股，跌6.21%。\n 该公司于10月26日晚间发布2021年度三季报，今年第三季度实现营业收入741.93亿元，同比增51.27%；实现归属于上市公司股东的净利润22.32亿元，跟上年同期相比，出现了429.93%的增长幅度。\n 今年前三季度，中国铝业实现营业收入1949.29亿元，比上年同期增长了46.39%。值得注意的是，中国铝业归属于上市公司股东的净利润为53.07亿元，同比增长1035.68%，扣非净利润增幅更是高达4528.69%。\n 图片来源：上市公司公告\n 主产品量价齐升\n 中国铝业是中国有色金属行业的龙头企业，是全球最大的氧化铝、电解铝、精细氧化铝、高纯铝和铝用阳极生产供应商。 在中国铝业的主要运营数据中可以看到，今年1-9月的主要产品除了煤炭之外，其他产品的产销量都出现了明显的增长。例如，氧化铝产量1217万吨，跟上年同期的1074万吨相比较，增长13.31%；精细氧化铝产量同比增长9.18%至321万吨。\n 今年1-9月中国铝业的氧化铝销量有30.16%的大幅增长，自产氧化铝外销712万吨，而去年1-9月外销547万吨。\n 图片来源：上市公司公告\n 中国铝业在今年第三季度沿续好业绩，主要产品产销量增长是原因之一，在此期间，铝价大幅上涨，利润也就相应丰厚许多。\n 沪铝指数(ALFI)2021年1月初在15000点附近，此后随着铝价上涨，指数也一路飙涨，到2021年9月底，沪铝指数已经接近25000点。中国铝业赶上了好时候。\n 三季报显示，高毅邓晓峰管理的信托计划新进前十大流通股东名单。香港中央结算公司(陆股通)对中国铝业A股增持1.78亿股，增持比例高达51.42%。\n\n 铝行业未来会怎么走？\n 不过，从沪铝指数走势来看，今年10月下旬出现了连续下跌，已经回到了20000点附近。这是否意味着铝价已经见顶？\n 有分析指出，碳中和背景下，未来电解铝的新增产能是有限的，供给或许不会有大幅增加；而需求似乎并不会减少，反而还可能出现新能源汽车、光伏等用铝的领域，出现新的需求增长点。铝价在大幅上涨后，出现明显的回调，是否已经见顶、出现拐点是不容易判断的。\n 瑞信发布研究报告称，中国铝业第三季纯利同比增长约4.3倍，是由更高的铝价和氧化铝价，以及更高的销售量带动。该报告认为，氧化铝价格的上涨能为公司盈利带来支持。\n 从盘面看，中国铝业的股价在今年9月13日收获一个涨停板，收盘价10.23元成为近期最高点，其后一个多月的时间里股价下跌到7元以下。股价走势跟沪铝指数的走势高度相似。实际上，界面新闻记者梳理发现，铝行业的各上市公司股价走势基本跟中国铝业相同。\n（文章来源：界面新闻）","news_type":1,"symbols_score_info":{"601600":1,"02600":1,"ACH":1}},"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832928382,"gmtCreate":1629562706146,"gmtModify":1629597215576,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"自己玩自己人 屁股决定脑袋 ","listText":"自己玩自己人 屁股决定脑袋 ","text":"自己玩自己人 屁股决定脑袋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832928382","repostId":"1120379675","repostType":2,"repost":{"id":"1120379675","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629509196,"share":"https://www.laohu8.com/m/news/1120379675?lang=zh_CN&edition=full","pubTime":"2021-08-21 09:26","market":"us","language":"zh","title":"盘后点评：利好消息仍不能阻止中概回撤","url":"https://stock-news.laohu8.com/highlight/detail?id=1120379675","media":"老虎锐评","summary":"多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国","content":"<p>多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。</p>\n<p>从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。</p>\n<p>以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。</p>\n<p><img src=\"https://static.tigerbbs.com/2dc6157fda2d4d154efad936f9bce93b\" tg-width=\"430\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据统计，今年证监会释放了不少对中概股的友善信号。<img src=\"https://static.tigerbbs.com/2e01fe6e9d968e01c27b8e0c43ef657a\" tg-width=\"479\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。</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>盘后点评：利好消息仍不能阻止中概回撤</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘后点评：利好消息仍不能阻止中概回撤\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-08-21 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。</p>\n<p>从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。</p>\n<p>以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。</p>\n<p><img src=\"https://static.tigerbbs.com/2dc6157fda2d4d154efad936f9bce93b\" tg-width=\"430\" tg-height=\"240\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据统计，今年证监会释放了不少对中概股的友善信号。<img src=\"https://static.tigerbbs.com/2e01fe6e9d968e01c27b8e0c43ef657a\" tg-width=\"479\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc9de4d397ebba7835e00e3691884586","relate_stocks":{"BABA":"阿里巴巴",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120379675","content_text":"多年的交易经验告诉我，对于中外投资人结合最紧密的中概市场，其走势有着非常多有趣的现象。比方说来自亚洲的投资人，交易一般都会在前半个交易时间段完成，特别是早上10点半以前，因为后半夜要睡觉休息。对于美国的投资人，交易不会那么着急，交易一般会贯穿全天或者是在下午。对于同一件事情，中美投资人经常也会做出截然相反的投资决定。\n从“双减”文件落地开始（7月23日周五），中概股进入一个新的周期。在这个周期中，有时候亚洲投资人认为估值低急于抄底，但美国投资人却撤退；有时候亚洲投资人因为国内某项政策撤退，而美国投资人又稳住。\n以今天为例，中概股（蓝色）和阿里巴巴（黑色）的股价，因为证监会“将创造条件推动中美审计监管合作，稳定政策预期和制度环境”而高开。但是上涨的股价只持续到了10点半，就一路跌到了收盘。亚洲投资人积极买进，但美国投资人依旧撤离。\n\n根据统计，今年证监会释放了不少对中概股的友善信号。\n中概的关键，在于怎么能够让美国资本市场感受到来自中国的友善信号。","news_type":1,"symbols_score_info":{".DJI":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800725538,"gmtCreate":1627326914224,"gmtModify":1627335949541,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"主要还不是厉害了我的国么 哈","listText":"主要还不是厉害了我的国么 哈","text":"主要还不是厉害了我的国么 哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800725538","repostId":"2154969032","repostType":2,"isVote":1,"tweetType":1,"viewCount":2358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979548212,"gmtCreate":1598299280036,"gmtModify":1704218284479,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","listText":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","text":"大富的股价说明了一切 一锅粥 跑输板块所有同类公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979548212","repostId":"2061995905","repostType":2,"isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":551501923419800,"gmtCreate":1775665884332,"gmtModify":1775665886316,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 你是要完是吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 你是要完是吧","text":"$特斯拉(TSLA)$ 你是要完是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551501923419800","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639948346,"gmtCreate":1643142485540,"gmtModify":1643142485540,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"美股不知道 大a是只能跟着人家挨嘴巴","listText":"美股不知道 大a是只能跟着人家挨嘴巴","text":"美股不知道 大a是只能跟着人家挨嘴巴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639948346","repostId":"1195280084","repostType":2,"repost":{"id":"1195280084","kind":"news","pubTimestamp":1643102284,"share":"https://www.laohu8.com/m/news/1195280084?lang=zh_CN&edition=full","pubTime":"2022-01-25 17:18","market":"us","language":"zh","title":"美联储真会拖垮美股？华尔街众说纷纭","url":"https://stock-news.laohu8.com/highlight/detail?id=1195280084","media":"智通财经网","summary":"俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4","content":"<html><head></head><body><p>俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。</p><p>尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场预期2022年全年接近加息一个完整百分点 。北京时间周四凌晨3点，美联储将公布利率决议，市场将关注该行会否透露关于加息和缩表方面的信号。</p><p>美联储加息已是板上钉钉，但这究竟会对美股走向带来什么影响？策略师众说纷纭。</p><p>Fundstrat Global Advisor全球投资组合策略和资产配置部门主管Brian Rauscher称，其研究显示<b>交易低点可能已经出现</b>，但考虑到美联储、通胀触顶和新冠疫情尚未结束，该策略师也不太能确定上半年的低点是否已经达到，所以激进的交易员和策略投资人有机会利用预期的反弹，寻找被过度抛售的优质股。</p><p>相比之下，摩根大通首席股票策略师Marko Kolanovic观点则更为明确。Kolanovic认为，<b>投资者对利率上升的担忧过头了，标普500指数的回调可能正接近“最后阶段”</b>，并表示近期股市的看跌情绪与经济活动的势头不符，供应链瓶颈已有所缓解，而且“我们预计将迎来强劲的财报季”。</p><p>Kolanovic称，投资者情绪转跌和技术指标超卖表明，“我们可能处于此次调整的最后阶段。尽管市场还在努力消化加息带来的轮动，但我们预计财报季将使市场恢复信心”。</p><p>Kolanovic认为，如果股市继续下跌，美联储可能会通过改变政策来阻止下跌。“在最坏的情况下，我们可能会看到‘美联储看跌期权’回归。” 据悉， 所谓美联储看跌期权是指如果美股因为货币政策收紧而大跌，美联储会停止紧缩。</p><p>如果美联储因为股市大跌而调整政策，可能意味着今年加息次数会减少，或推迟缩减资产负债表的计划。这反过来可能有助于推动投资者风险偏好的回归，并引发遭受重创的科技股和加密货币的反弹。但这一切都可能取决于通胀的速度。</p><p>Evercore IS策略师Julian Emanuel周一表示，<b>标普500指数跌至3670之日，即为美联储看跌期权行权之时。</b>Emanuel称，通过检视过去发生的大事，如1987年股灾、1988年长期资本管理(LTCM)私募基金垮台、2001年科技泡沫破裂、2008年全球金融危机、2019年鲍威尔转变(Powell Pivot)、2020年因应疫情纾困等，预计美联储看跌期权(Fed put)的平均执行价格是峰顶到谷底下跌23.8%(相当于现今标普500指数跌到3,670点)。</p><p>MillerTabak+公司的首席市场策略师Matt Maley观察到，虽然看到追缴保证金之类“强制平仓”的迹象，但过去几年积累的杠杆操作需要更长的时间才能解除 ，因此Maley认为，这是<b>投资人该逢高卖出而非逢低买入期。</b></p><p><b>市场上还有许多看空的声音。</b>投行Stifel的首席股票策略师Barry Bannister就表示，<b>标普500指数周一盘中止跌回升的涨势是一场彻头彻尾的骗局。</b>该策略师表示，要想让股市跌到低点，让牛市重新开始，需要做很多事情，其中包括美联储政策鸽派转向以压低美国十年期通胀保值国债(TIPS)的收益率(美债实际收益率)，美国制造业PMI触底等，但这些都不可能发生。</p><p>沃顿商学院金融学教授Jeremy Siegel也认为，<b>美国股市的“震荡”期还远未结束，以科技股为主的纳斯达克指数势将跌入熊市</b>，而标普500指数也将陷入回调，即较近期高点下跌10%，该指数周一盘中一度达到了这一跌幅。通胀方面，Siegel认为美国经济中的通胀压力还会持续一整年，物价可能会像2021年那样再上涨7%。</p><p>因此，Siegel表示，这一系列技术信号也表明，市场可能会出现更多波动。美国市场未来将面临更多根本性挑战，从美联储艰难地遏制价格压力，到奥密克戎变种病毒的不断扩散，从而削弱第一季度经济扩张。</p></body></html>","source":"highlight_zhitongcaijin","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>美联储真会拖垮美股？华尔街众说纷纭</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储真会拖垮美股？华尔街众说纷纭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 17:18 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/647749.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/647749.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/647749.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1195280084","content_text":"俄乌局势惊扰市场，叠加人们对美联储3月开启加息周期的预期，美股周一开盘遭抛售，但最后走出深V型态。当日美股三大股指盘中大跌，道指一度跌超3%，跌超1115点，纳指一度跌近5%，标普500指数一度跌近4%，但尾盘三大股指收复跌幅，最终小幅收涨。尽管美股市场动荡，基本面数据低迷，但是利率市场依然坚定认为，美联储不会暂缓紧缩政策，3月份加息已然箭在弦上。掉期市场显示， 美联储3月可能加息25个基点，市场预期2022年全年接近加息一个完整百分点 。北京时间周四凌晨3点，美联储将公布利率决议，市场将关注该行会否透露关于加息和缩表方面的信号。美联储加息已是板上钉钉，但这究竟会对美股走向带来什么影响？策略师众说纷纭。Fundstrat Global Advisor全球投资组合策略和资产配置部门主管Brian Rauscher称，其研究显示交易低点可能已经出现，但考虑到美联储、通胀触顶和新冠疫情尚未结束，该策略师也不太能确定上半年的低点是否已经达到，所以激进的交易员和策略投资人有机会利用预期的反弹，寻找被过度抛售的优质股。相比之下，摩根大通首席股票策略师Marko Kolanovic观点则更为明确。Kolanovic认为，投资者对利率上升的担忧过头了，标普500指数的回调可能正接近“最后阶段”，并表示近期股市的看跌情绪与经济活动的势头不符，供应链瓶颈已有所缓解，而且“我们预计将迎来强劲的财报季”。Kolanovic称，投资者情绪转跌和技术指标超卖表明，“我们可能处于此次调整的最后阶段。尽管市场还在努力消化加息带来的轮动，但我们预计财报季将使市场恢复信心”。Kolanovic认为，如果股市继续下跌，美联储可能会通过改变政策来阻止下跌。“在最坏的情况下，我们可能会看到‘美联储看跌期权’回归。” 据悉， 所谓美联储看跌期权是指如果美股因为货币政策收紧而大跌，美联储会停止紧缩。如果美联储因为股市大跌而调整政策，可能意味着今年加息次数会减少，或推迟缩减资产负债表的计划。这反过来可能有助于推动投资者风险偏好的回归，并引发遭受重创的科技股和加密货币的反弹。但这一切都可能取决于通胀的速度。Evercore IS策略师Julian Emanuel周一表示，标普500指数跌至3670之日，即为美联储看跌期权行权之时。Emanuel称，通过检视过去发生的大事，如1987年股灾、1988年长期资本管理(LTCM)私募基金垮台、2001年科技泡沫破裂、2008年全球金融危机、2019年鲍威尔转变(Powell Pivot)、2020年因应疫情纾困等，预计美联储看跌期权(Fed put)的平均执行价格是峰顶到谷底下跌23.8%(相当于现今标普500指数跌到3,670点)。MillerTabak+公司的首席市场策略师Matt Maley观察到，虽然看到追缴保证金之类“强制平仓”的迹象，但过去几年积累的杠杆操作需要更长的时间才能解除 ，因此Maley认为，这是投资人该逢高卖出而非逢低买入期。市场上还有许多看空的声音。投行Stifel的首席股票策略师Barry Bannister就表示，标普500指数周一盘中止跌回升的涨势是一场彻头彻尾的骗局。该策略师表示，要想让股市跌到低点，让牛市重新开始，需要做很多事情，其中包括美联储政策鸽派转向以压低美国十年期通胀保值国债(TIPS)的收益率(美债实际收益率)，美国制造业PMI触底等，但这些都不可能发生。沃顿商学院金融学教授Jeremy Siegel也认为，美国股市的“震荡”期还远未结束，以科技股为主的纳斯达克指数势将跌入熊市，而标普500指数也将陷入回调，即较近期高点下跌10%，该指数周一盘中一度达到了这一跌幅。通胀方面，Siegel认为美国经济中的通胀压力还会持续一整年，物价可能会像2021年那样再上涨7%。因此，Siegel表示，这一系列技术信号也表明，市场可能会出现更多波动。美国市场未来将面临更多根本性挑战，从美联储艰难地遏制价格压力，到奥密克戎变种病毒的不断扩散，从而削弱第一季度经济扩张。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404871627707000,"gmtCreate":1739870069485,"gmtModify":1739870070908,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 发财","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 发财","text":"$特斯拉(TSLA)$ 发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404871627707000","isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316485547860024,"gmtCreate":1718294789064,"gmtModify":1718295050727,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"Garbish.","listText":"Garbish.","text":"Garbish.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316485547860024","repostId":"2443929885","repostType":2,"isVote":1,"tweetType":1,"viewCount":1697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":612989926,"gmtCreate":1652130994965,"gmtModify":1652130994965,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>bs stock","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>bs stock","text":"$SoFi Technologies Inc.(SOFI)$bs stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612989926","isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636175130,"gmtCreate":1645720999919,"gmtModify":1645720999919,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>人都回去了 大哥了你也回点","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>人都回去了 大哥了你也回点","text":"$新东方(EDU)$人都回去了 大哥了你也回点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636175130","isVote":1,"tweetType":1,"viewCount":2711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630724830,"gmtCreate":1643056548975,"gmtModify":1643056548975,"author":{"id":"3550693856511595","authorId":"3550693856511595","name":"唻丝","avatar":"https://static.tigerbbs.com/87311df3d71de2b33395241572676dce","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3550693856511595","idStr":"3550693856511595"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>你就不是大盘的事了 唉","text":"$新东方(EDU)$你就不是大盘的事了 唉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630724830","isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
