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Ninicoco
2023-01-23
$瑞幸咖啡(LKNCY)$
瑞幸应该过不了60亿这个坎了
Ninicoco
2022-09-01
$瑞幸咖啡(LKNCY)$
我觉得瑞幸还是在造假…数据在中国会这么好看?
Ninicoco
2023-02-02
牛逼哄哄
抱歉,原内容已删除
Ninicoco
2023-02-02
今年大概率继续缩…经济遇冷
鲍威尔:考虑再加息约两次后暂停,今年降息不合适,金融状况收紧需时间
Ninicoco
2022-07-11
$瑞幸咖啡(LKNCY)$
二季度………
Ninicoco
2023-02-02
牛逼…
抱歉,原内容已删除
Ninicoco
2022-11-18
$瑞幸咖啡(LKNCY)$
有点怪,大单出,小单进…这是庄家换了?
Ninicoco
2022-10-31
估计人能挖不少从瑞幸
@连线Insight:陆正耀、钱治亚再开咖啡店:老套路谁买单?
Ninicoco
2022-09-19
能做的早做了…现在做事倍功半!
Starbucks Sets Itself Tall Order With Chinese Expansion Plans -- Market Insight
Ninicoco
2022-03-17
总的来看美国没有改变其经济运行规律
鲍威尔:最快在5月宣布缩表,计划框架将与上一次相似
去老虎APP查看更多动态
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tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","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>美联储主席鲍威尔:坚决致力于让通胀达到2%的目标</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; 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class=\"title\">\n美联储主席鲍威尔:坚决致力于让通胀达到2%的目标\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\">2023-02-02 03:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美东时间2月1日周三,在美联储公布最新利率决议后,美联储主席鲍威尔召开记者会。</p><p>在记者会上,鲍威尔说,过去一年美联储采取了有力的行动。他说,将需要在一段时期内维持货币政策(针对美国经济的)的限制性,美联储继续预期持续的加息是适当的,以达到充分的限制性立场。他强烈承诺将实现2%通胀目标,他强调,物价稳定是经济的基础,美联储官员们仍然需要付出更多努力。</p><p>不过,他也说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来。</p><p>关于美国的经济状况,鲍威尔说,去年经济增长明显放缓,消费者支出似乎受到抑制。</p><p>关于美国的劳动力市场,鲍威尔说,美联储看到工资在下降,但是JOLTs报告中的职位空缺数字一直相当不稳定。尽管劳动力成本指数ECI和平均时薪已经脱离高点,但仍然相当高。他说,到目前为止,美联储的紧缩政策并没有以劳动力市场为代价,这是一件好事。</p><p>关于当前的通货膨胀,鲍威尔认为,反通胀进程处于早期阶段,预计通胀将继续在住房服务领域上升,然后下降。但在不包括住房的核心服务业中,还没有看到通货紧缩。</p><p>在鲍威尔讲话期间,纳指大幅拉升,截至发稿涨幅1.5%。标普500指数涨超0.6%。</p><p><img src=\"https://static.tigerbbs.com/7a5d730c0d49823379b138e4b81d6aba\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f1168bfc58c32abeacb2036554a2a2f0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138541143","content_text":"美东时间2月1日周三,在美联储公布最新利率决议后,美联储主席鲍威尔召开记者会。在记者会上,鲍威尔说,过去一年美联储采取了有力的行动。他说,将需要在一段时期内维持货币政策(针对美国经济的)的限制性,美联储继续预期持续的加息是适当的,以达到充分的限制性立场。他强烈承诺将实现2%通胀目标,他强调,物价稳定是经济的基础,美联储官员们仍然需要付出更多努力。不过,他也说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来。关于美国的经济状况,鲍威尔说,去年经济增长明显放缓,消费者支出似乎受到抑制。关于美国的劳动力市场,鲍威尔说,美联储看到工资在下降,但是JOLTs报告中的职位空缺数字一直相当不稳定。尽管劳动力成本指数ECI和平均时薪已经脱离高点,但仍然相当高。他说,到目前为止,美联储的紧缩政策并没有以劳动力市场为代价,这是一件好事。关于当前的通货膨胀,鲍威尔认为,反通胀进程处于早期阶段,预计通胀将继续在住房服务领域上升,然后下降。但在不包括住房的核心服务业中,还没有看到通货紧缩。在鲍威尔讲话期间,纳指大幅拉升,截至发稿涨幅1.5%。标普500指数涨超0.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622114235,"gmtCreate":1675295613327,"gmtModify":1675301297790,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"牛逼…","listText":"牛逼…","text":"牛逼…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622114235","repostId":"2308066214","repostType":4,"repost":{"id":"2308066214","pubTimestamp":1675292494,"share":"https://www.laohu8.com/m/news/2308066214?lang=&edition=full","pubTime":"2023-02-02 07:01","market":"us","language":"zh","title":"Meta四季度业绩好于预期,宣布400亿美元回购计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2308066214","media":"华尔街见闻 ","summary":"四季度Meta营收同比降4%,未如市场所料降7%。","content":"<html><head></head><body><p>周四,Meta Platforms盘前大涨20%,公司2022年四季度业绩好于预期,且拟回购400亿美元股票。</p><p><img src=\"https://static.tigerbbs.com/ee78e991f66b20e8c58d8140eec44628\" tg-width=\"449\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p>四季度Meta营收同比降4%,未如市场所料降7%;核心业务广告收入同比降4%,较预期降逾5%缓和;社交媒体收入降4%,也低于市场预期降幅6%;元宇宙业务收入降17%,未如预期剧减近26%;日活用户高于预期,一年增加7000多万。</p><p>虽然社交媒体Snap的季报提前给数字广告业务亮红灯,但Facebook母公司Meta缓和了市场的担忧,无论是主要收入源广告,还是大举押注未来的元宇宙业务,收入表现都优于华尔街预期。</p><p>公布财报的同时,Meta宣布,计划回购股票400亿美元。</p><p><b>四季度总收入并未如市场所料加速下降 元宇宙业务未如预期剧减近26%</b></p><p>美东时间2月1日周三美股盘后,Meta公布:</p><ul><li>四季度营业收入321.65亿美元,同比下降4%,同比降幅持平三季度,分析师预期同比下降7%至316.5亿美元。</li><li>四季度稀释后每股收益(EPS)为1.76美元,同比下降52%,分析师预计,环比增长7.3%,三季度同比降49%。</li></ul><p>四季度Meta的两大业务板块——其发家的社交媒体和元宇宙相关业务收入均高于预期:</p><ul><li>包括 Facebook、Instagram、Messenger、WhatsApp 和其他服务在内,四季度Meta的“应用家族”(Family of Apps)营业收入314.38亿美元,同比下降4.1%,分析师预期同比下降6%至308.1亿美元。</li><li>包括AR(增强现实)和VR(虚拟现实)相关硬件、软件和内容在内,四季度元宇宙相关业务“现实实验室” (Reality Labs)营业收入7.27亿美元,同比下降17.1%,分析师预期同比降近25.7%至6.52亿美元。</li></ul><p><b>四季度广告收入同比降幅较预期缓和 环比猛增近15%</b></p><p>本周二盘后,Snap公布四季度出现公司史上首次营收增长停滞,并且预计一季度收入下降、远逊于市场预期的增长表现。而Meta的财报显示,作为仅次于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的数字广告巨头,Meta四季度的最大收入源广告收入继续同比下滑,但在2022年中,首次季度广告业绩优于市场预期,环比收入还大幅增长。</p><p>广告业务指标中:</p><ul><li>四季度广告业务的营业收入为312.54亿美元,同比下降4.2%,环比三季度收入增长14.7%,分析师预期同比降近5.5%至308.6亿美元,三季度广告收入同比降3.7%。</li><li>四季度衡量向用户展示广告数量的广告展现量(Ad impressions)同比增长23%,分析师预期13.5%,三季度同比增17%。</li><li>四季度单位广告平均价格同比下跌22%,分析师预期跌17.2%,三季度同比跌18%。</li></ul><p>Facebook月活用户数29.6亿,预期29.8亿。</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>Meta四季度业绩好于预期,宣布400亿美元回购计划</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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Platforms盘前大涨20%,公司2022年四季度业绩好于预期,且拟回购400亿美元股票。四季度Meta营收同比降4%,未如市场所料降7%;核心业务广告收入同比降4%,较预期降逾5%缓和;社交媒体收入降4%,也低于市场预期降幅6%;元宇宙业务收入降17%,未如预期剧减近26%;日活用户高于预期,一年增加7000多万。虽然社交媒体Snap的季报提前给数字广告业务亮红灯,但...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3680976\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{"BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念","META":"Meta Platforms"},"source_url":"https://wallstreetcn.com/articles/3680976","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308066214","content_text":"周四,Meta Platforms盘前大涨20%,公司2022年四季度业绩好于预期,且拟回购400亿美元股票。四季度Meta营收同比降4%,未如市场所料降7%;核心业务广告收入同比降4%,较预期降逾5%缓和;社交媒体收入降4%,也低于市场预期降幅6%;元宇宙业务收入降17%,未如预期剧减近26%;日活用户高于预期,一年增加7000多万。虽然社交媒体Snap的季报提前给数字广告业务亮红灯,但Facebook母公司Meta缓和了市场的担忧,无论是主要收入源广告,还是大举押注未来的元宇宙业务,收入表现都优于华尔街预期。公布财报的同时,Meta宣布,计划回购股票400亿美元。四季度总收入并未如市场所料加速下降 元宇宙业务未如预期剧减近26%美东时间2月1日周三美股盘后,Meta公布:四季度营业收入321.65亿美元,同比下降4%,同比降幅持平三季度,分析师预期同比下降7%至316.5亿美元。四季度稀释后每股收益(EPS)为1.76美元,同比下降52%,分析师预计,环比增长7.3%,三季度同比降49%。四季度Meta的两大业务板块——其发家的社交媒体和元宇宙相关业务收入均高于预期:包括 Facebook、Instagram、Messenger、WhatsApp 和其他服务在内,四季度Meta的“应用家族”(Family of Apps)营业收入314.38亿美元,同比下降4.1%,分析师预期同比下降6%至308.1亿美元。包括AR(增强现实)和VR(虚拟现实)相关硬件、软件和内容在内,四季度元宇宙相关业务“现实实验室” (Reality Labs)营业收入7.27亿美元,同比下降17.1%,分析师预期同比降近25.7%至6.52亿美元。四季度广告收入同比降幅较预期缓和 环比猛增近15%本周二盘后,Snap公布四季度出现公司史上首次营收增长停滞,并且预计一季度收入下降、远逊于市场预期的增长表现。而Meta的财报显示,作为仅次于谷歌的数字广告巨头,Meta四季度的最大收入源广告收入继续同比下滑,但在2022年中,首次季度广告业绩优于市场预期,环比收入还大幅增长。广告业务指标中:四季度广告业务的营业收入为312.54亿美元,同比下降4.2%,环比三季度收入增长14.7%,分析师预期同比降近5.5%至308.6亿美元,三季度广告收入同比降3.7%。四季度衡量向用户展示广告数量的广告展现量(Ad 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有点怪,大单出,小单进…这是庄家换了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667672824","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665801510,"gmtCreate":1667175515630,"gmtModify":1667175519285,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"估计人能挖不少从瑞幸","listText":"估计人能挖不少从瑞幸","text":"估计人能挖不少从瑞幸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665801510","repostId":"662729126","repostType":1,"repost":{"id":662729126,"gmtCreate":1666774103465,"gmtModify":1666774185060,"author":{"id":"3538539909348536","authorId":"3538539909348536","name":"连线Insight","avatar":"https://static.tigerbbs.com/ec3aea2337dc27d570d17ef5531d5f4a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"陆正耀、钱治亚再开咖啡店:老套路谁买单?","htmlText":"文/王慧莹 编辑/周晓奇 陆正耀开始重操旧业了,带着老下属钱治亚继续开咖啡店。 10月22日,陆正耀以及前瑞幸咖啡CEO钱治亚在朋友圈同时宣布,库迪咖啡(COTTI COFFEE)首店落地福州IFC。 尽管首店刚刚成立,陆正耀丝毫不掩饰自己的野心。“咖啡梦想家团队再启征程”。库迪咖啡同时宣布,成为阿根廷国家足球队中国区赞助商。 图源库迪咖啡小程序 库迪咖啡高举高打造势之余,不禁让外界想到了五年前的瑞幸咖啡。彼时,高调宣传、疯狂补贴、快速融资让瑞幸咖啡创下了两年登陆资本市场的速度。 如今,库迪咖啡飘出了熟悉的味道。只需要9.9元的咖啡、刚开店就高调造势,这都显示着,陆正耀希望再造瑞幸的野心。 只是,库迪咖啡想要成为第二个“瑞幸”,并不容易。 要知道,如今的咖啡市场已经十分拥挤,早已不是瑞幸咖啡当年入局时的模样。星巴克、Tims、Manner等新老玩家正在“内卷”,市场竞争进入白热化。 补贴、造势、碰瓷等老玩法,曾让瑞幸在争议中开拓了市场,早期扩张靠的是资本的支持。 但经历了瑞幸财务造假一事后,尽管陆正耀善于运作资本,之后能否吸引到足够的融资是未知数,库迪咖啡很难复制早期的瑞幸模式。 同时,咖啡市场也已经变了,产品力比低价补贴更为重要。参考瑞幸咖啡财务暴雷后再回血的故事,打造爆品是其生存密码,生椰拿铁、丝绒拿铁等品类帮助瑞幸度过难关。 陆正耀能否产出一杯好喝的咖啡,是未来能否突围的关键。这几年,陆正耀的创业之路并不顺利,此前的趣小面、舌尖英雄并没有什么水花。如今,熟悉的赛道、同样的班底、相似的打法,陆正耀还能讲出吸引人的故事吗? 1、复制“瑞幸”,谈何容易? 在预制菜、面馆行业摸爬滚打之后,陆正耀还是回到了老本行——咖啡赛道。 刚刚创立品牌,陆正耀就讲起了故事。 据库迪咖啡介绍,其品牌名字源自意大利特色饼干BIscotti,经常被用来做咖啡","listText":"文/王慧莹 编辑/周晓奇 陆正耀开始重操旧业了,带着老下属钱治亚继续开咖啡店。 10月22日,陆正耀以及前瑞幸咖啡CEO钱治亚在朋友圈同时宣布,库迪咖啡(COTTI COFFEE)首店落地福州IFC。 尽管首店刚刚成立,陆正耀丝毫不掩饰自己的野心。“咖啡梦想家团队再启征程”。库迪咖啡同时宣布,成为阿根廷国家足球队中国区赞助商。 图源库迪咖啡小程序 库迪咖啡高举高打造势之余,不禁让外界想到了五年前的瑞幸咖啡。彼时,高调宣传、疯狂补贴、快速融资让瑞幸咖啡创下了两年登陆资本市场的速度。 如今,库迪咖啡飘出了熟悉的味道。只需要9.9元的咖啡、刚开店就高调造势,这都显示着,陆正耀希望再造瑞幸的野心。 只是,库迪咖啡想要成为第二个“瑞幸”,并不容易。 要知道,如今的咖啡市场已经十分拥挤,早已不是瑞幸咖啡当年入局时的模样。星巴克、Tims、Manner等新老玩家正在“内卷”,市场竞争进入白热化。 补贴、造势、碰瓷等老玩法,曾让瑞幸在争议中开拓了市场,早期扩张靠的是资本的支持。 但经历了瑞幸财务造假一事后,尽管陆正耀善于运作资本,之后能否吸引到足够的融资是未知数,库迪咖啡很难复制早期的瑞幸模式。 同时,咖啡市场也已经变了,产品力比低价补贴更为重要。参考瑞幸咖啡财务暴雷后再回血的故事,打造爆品是其生存密码,生椰拿铁、丝绒拿铁等品类帮助瑞幸度过难关。 陆正耀能否产出一杯好喝的咖啡,是未来能否突围的关键。这几年,陆正耀的创业之路并不顺利,此前的趣小面、舌尖英雄并没有什么水花。如今,熟悉的赛道、同样的班底、相似的打法,陆正耀还能讲出吸引人的故事吗? 1、复制“瑞幸”,谈何容易? 在预制菜、面馆行业摸爬滚打之后,陆正耀还是回到了老本行——咖啡赛道。 刚刚创立品牌,陆正耀就讲起了故事。 据库迪咖啡介绍,其品牌名字源自意大利特色饼干BIscotti,经常被用来做咖啡","text":"文/王慧莹 编辑/周晓奇 陆正耀开始重操旧业了,带着老下属钱治亚继续开咖啡店。 10月22日,陆正耀以及前瑞幸咖啡CEO钱治亚在朋友圈同时宣布,库迪咖啡(COTTI COFFEE)首店落地福州IFC。 尽管首店刚刚成立,陆正耀丝毫不掩饰自己的野心。“咖啡梦想家团队再启征程”。库迪咖啡同时宣布,成为阿根廷国家足球队中国区赞助商。 图源库迪咖啡小程序 库迪咖啡高举高打造势之余,不禁让外界想到了五年前的瑞幸咖啡。彼时,高调宣传、疯狂补贴、快速融资让瑞幸咖啡创下了两年登陆资本市场的速度。 如今,库迪咖啡飘出了熟悉的味道。只需要9.9元的咖啡、刚开店就高调造势,这都显示着,陆正耀希望再造瑞幸的野心。 只是,库迪咖啡想要成为第二个“瑞幸”,并不容易。 要知道,如今的咖啡市场已经十分拥挤,早已不是瑞幸咖啡当年入局时的模样。星巴克、Tims、Manner等新老玩家正在“内卷”,市场竞争进入白热化。 补贴、造势、碰瓷等老玩法,曾让瑞幸在争议中开拓了市场,早期扩张靠的是资本的支持。 但经历了瑞幸财务造假一事后,尽管陆正耀善于运作资本,之后能否吸引到足够的融资是未知数,库迪咖啡很难复制早期的瑞幸模式。 同时,咖啡市场也已经变了,产品力比低价补贴更为重要。参考瑞幸咖啡财务暴雷后再回血的故事,打造爆品是其生存密码,生椰拿铁、丝绒拿铁等品类帮助瑞幸度过难关。 陆正耀能否产出一杯好喝的咖啡,是未来能否突围的关键。这几年,陆正耀的创业之路并不顺利,此前的趣小面、舌尖英雄并没有什么水花。如今,熟悉的赛道、同样的班底、相似的打法,陆正耀还能讲出吸引人的故事吗? 1、复制“瑞幸”,谈何容易? 在预制菜、面馆行业摸爬滚打之后,陆正耀还是回到了老本行——咖啡赛道。 刚刚创立品牌,陆正耀就讲起了故事。 据库迪咖啡介绍,其品牌名字源自意大利特色饼干BIscotti,经常被用来做咖啡","images":[{"img":"https://static.tigerbbs.com/d2a16aee579358e88e7a0c78f114a6d5"},{"img":"https://static.tigerbbs.com/ccffec24240e5f8bc13b0d5c90b98cec"},{"img":"https://static.tigerbbs.com/976670353998dacaf6a543f4eec39510"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662729126","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661056422,"gmtCreate":1663596121166,"gmtModify":1663596122726,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"能做的早做了…现在做事倍功半!","listText":"能做的早做了…现在做事倍功半!","text":"能做的早做了…现在做事倍功半!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661056422","repostId":"2267850806","repostType":2,"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669032061,"gmtCreate":1661962669057,"gmtModify":1661963734815,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>我觉得瑞幸还是在造假…数据在中国会这么好看?","listText":"<a 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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>二季度………","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>二季度………","text":"$瑞幸咖啡(LKNCY)$二季度………","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688803782","isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634632939,"gmtCreate":1647470779307,"gmtModify":1647481853800,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"总的来看美国没有改变其经济运行规律","listText":"总的来看美国没有改变其经济运行规律","text":"总的来看美国没有改变其经济运行规律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634632939","repostId":"1188170154","repostType":2,"repost":{"id":"1188170154","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":1647455539,"share":"https://www.laohu8.com/m/news/1188170154?lang=&edition=full","pubTime":"2022-03-17 02:32","market":"us","language":"zh","title":"鲍威尔:最快在5月宣布缩表,计划框架将与上一次相似","url":"https://stock-news.laohu8.com/highlight/detail?id=1188170154","media":"老虎资讯综合","summary":"3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。鲍威尔新闻发布会要点总结:1、整体货币政策:美联","content":"<html><head></head><body><p>3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。</p><p><img src=\"https://static.tigerbbs.com/92879259c765dbae9583a2fbc04a9573\" tg-width=\"1078\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。</p><p><img src=\"https://static.tigerbbs.com/e347064997631f50d80743d3daddcb13\" tg-width=\"953\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔新闻发布会要点总结:</b></p><p>1、整体货币政策:美联储加息和缩表的时间已经到来。形势“高度不确定”,美联储将部署众多工具。</p><p>2、加息:新版资产负债表框架根本没有造成美联储暂缓加息。</p><p>3、缩表:美联储在未来缩减资产负债表时,将留意更大范围的经济形势。美联储最快可能会在5月宣布调整资产负债表,正在敲定资产负债表问题的细节,在若干参数取得了“非常不错的进展”。资产负债表框架将与上次类似,但缩表的速度将比上次更快。美联储在未来缩减资产负债表时,将留意更大范围的经济形势。资产负债表框架完全关乎将通胀预期锚定在2%。无法将美国面临的通胀问题归咎于框架,通胀是“陡然迸发的”。</p><p>4、通胀:FOMC将坚定地恢复物价稳定性。通胀仍然明显高于美联储2%的通胀目标。能源价格上涨正在推高通胀,石油价格在短期内对美国通胀构成一定程度上的上行压力;乌克兰危机造成更大的通胀上行压力。预计通胀将在就业市场保持强劲的情况下回落至2%,但这个过程所持续的时间将超过预期。美联储正“逐份报告地”关注美国通胀数据。如果通胀没有趋于缓和,美联储将采取若干必要行动。我们看到在通胀方面取得不错的进展。</p><p>5、就业:劳动力市场继续大范围改善,劳动力需求非常强劲、但供应受抑。薪资增速创多年来最快。</p><p>6、供应链:相比美联储原来的预估,供应紊乱程度更加严重、持续时间更长。</p><p>7、地缘政治危机:乌克兰危机可能对美国的贸易活动和供应面造成溢出效应。东欧地区的战争将通过多个渠道冲击到美国。战争将造成供应链问题更加错综复杂。</p><p>8、金融条件:随着美联储调整政策,金融条件将进一步收紧。金融条件是时候转向一个更加正常的大环境了。需要通过政策来传导至实体经济。</p><p><b>即时市场评论</b></p><p>分析师Michael MacKenzie:债券交易员越来越担忧经济衰退。美国5年期和10年期国债收益率曲线出现倒挂。美联储主席鲍威尔乐观地认为,明年经济衰退的可能性很低,但交易员们对此并不买账。</p><p>蒙特利尔银行资本市场Ian Lyngen:在对抗通胀方面,此次会议对于美联储而言是一个增强其可信度的事件,预计这将巩固目前趋平的态势。</p><p>NATIXIS美国首席经济学家JOSEPH LAVORGNA:美联储是对市场对于通胀的恐惧作出的反应,因此证实了今年加息7次的市场预期。这是一项神奇的预测,认为这经不起历史的审视。目前经济在走弱 ,他们计划将利率提高至远高于所谓的中性水平;中性水平低于其预期的水平。个人不认为美联储能够在目前通胀破坏需求的情况下实施这种紧缩政策。</p></body></html>","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:最快在5月宣布缩表,计划框架将与上一次相似</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鲍威尔:最快在5月宣布缩表,计划框架将与上一次相似\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\">2022-03-17 02:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。</p><p><img src=\"https://static.tigerbbs.com/92879259c765dbae9583a2fbc04a9573\" tg-width=\"1078\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。</p><p><img src=\"https://static.tigerbbs.com/e347064997631f50d80743d3daddcb13\" tg-width=\"953\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔新闻发布会要点总结:</b></p><p>1、整体货币政策:美联储加息和缩表的时间已经到来。形势“高度不确定”,美联储将部署众多工具。</p><p>2、加息:新版资产负债表框架根本没有造成美联储暂缓加息。</p><p>3、缩表:美联储在未来缩减资产负债表时,将留意更大范围的经济形势。美联储最快可能会在5月宣布调整资产负债表,正在敲定资产负债表问题的细节,在若干参数取得了“非常不错的进展”。资产负债表框架将与上次类似,但缩表的速度将比上次更快。美联储在未来缩减资产负债表时,将留意更大范围的经济形势。资产负债表框架完全关乎将通胀预期锚定在2%。无法将美国面临的通胀问题归咎于框架,通胀是“陡然迸发的”。</p><p>4、通胀:FOMC将坚定地恢复物价稳定性。通胀仍然明显高于美联储2%的通胀目标。能源价格上涨正在推高通胀,石油价格在短期内对美国通胀构成一定程度上的上行压力;乌克兰危机造成更大的通胀上行压力。预计通胀将在就业市场保持强劲的情况下回落至2%,但这个过程所持续的时间将超过预期。美联储正“逐份报告地”关注美国通胀数据。如果通胀没有趋于缓和,美联储将采取若干必要行动。我们看到在通胀方面取得不错的进展。</p><p>5、就业:劳动力市场继续大范围改善,劳动力需求非常强劲、但供应受抑。薪资增速创多年来最快。</p><p>6、供应链:相比美联储原来的预估,供应紊乱程度更加严重、持续时间更长。</p><p>7、地缘政治危机:乌克兰危机可能对美国的贸易活动和供应面造成溢出效应。东欧地区的战争将通过多个渠道冲击到美国。战争将造成供应链问题更加错综复杂。</p><p>8、金融条件:随着美联储调整政策,金融条件将进一步收紧。金融条件是时候转向一个更加正常的大环境了。需要通过政策来传导至实体经济。</p><p><b>即时市场评论</b></p><p>分析师Michael MacKenzie:债券交易员越来越担忧经济衰退。美国5年期和10年期国债收益率曲线出现倒挂。美联储主席鲍威尔乐观地认为,明年经济衰退的可能性很低,但交易员们对此并不买账。</p><p>蒙特利尔银行资本市场Ian Lyngen:在对抗通胀方面,此次会议对于美联储而言是一个增强其可信度的事件,预计这将巩固目前趋平的态势。</p><p>NATIXIS美国首席经济学家JOSEPH LAVORGNA:美联储是对市场对于通胀的恐惧作出的反应,因此证实了今年加息7次的市场预期。这是一项神奇的预测,认为这经不起历史的审视。目前经济在走弱 ,他们计划将利率提高至远高于所谓的中性水平;中性水平低于其预期的水平。个人不认为美联储能够在目前通胀破坏需求的情况下实施这种紧缩政策。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188170154","content_text":"3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。鲍威尔新闻发布会要点总结:1、整体货币政策:美联储加息和缩表的时间已经到来。形势“高度不确定”,美联储将部署众多工具。2、加息:新版资产负债表框架根本没有造成美联储暂缓加息。3、缩表:美联储在未来缩减资产负债表时,将留意更大范围的经济形势。美联储最快可能会在5月宣布调整资产负债表,正在敲定资产负债表问题的细节,在若干参数取得了“非常不错的进展”。资产负债表框架将与上次类似,但缩表的速度将比上次更快。美联储在未来缩减资产负债表时,将留意更大范围的经济形势。资产负债表框架完全关乎将通胀预期锚定在2%。无法将美国面临的通胀问题归咎于框架,通胀是“陡然迸发的”。4、通胀:FOMC将坚定地恢复物价稳定性。通胀仍然明显高于美联储2%的通胀目标。能源价格上涨正在推高通胀,石油价格在短期内对美国通胀构成一定程度上的上行压力;乌克兰危机造成更大的通胀上行压力。预计通胀将在就业市场保持强劲的情况下回落至2%,但这个过程所持续的时间将超过预期。美联储正“逐份报告地”关注美国通胀数据。如果通胀没有趋于缓和,美联储将采取若干必要行动。我们看到在通胀方面取得不错的进展。5、就业:劳动力市场继续大范围改善,劳动力需求非常强劲、但供应受抑。薪资增速创多年来最快。6、供应链:相比美联储原来的预估,供应紊乱程度更加严重、持续时间更长。7、地缘政治危机:乌克兰危机可能对美国的贸易活动和供应面造成溢出效应。东欧地区的战争将通过多个渠道冲击到美国。战争将造成供应链问题更加错综复杂。8、金融条件:随着美联储调整政策,金融条件将进一步收紧。金融条件是时候转向一个更加正常的大环境了。需要通过政策来传导至实体经济。即时市场评论分析师Michael MacKenzie:债券交易员越来越担忧经济衰退。美国5年期和10年期国债收益率曲线出现倒挂。美联储主席鲍威尔乐观地认为,明年经济衰退的可能性很低,但交易员们对此并不买账。蒙特利尔银行资本市场Ian Lyngen:在对抗通胀方面,此次会议对于美联储而言是一个增强其可信度的事件,预计这将巩固目前趋平的态势。NATIXIS美国首席经济学家JOSEPH LAVORGNA:美联储是对市场对于通胀的恐惧作出的反应,因此证实了今年加息7次的市场预期。这是一项神奇的预测,认为这经不起历史的审视。目前经济在走弱 ,他们计划将利率提高至远高于所谓的中性水平;中性水平低于其预期的水平。个人不认为美联储能够在目前通胀破坏需求的情况下实施这种紧缩政策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":626580522,"gmtCreate":1674487141066,"gmtModify":1674487142630,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>瑞幸应该过不了60亿这个坎了","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>瑞幸应该过不了60亿这个坎了","text":"$瑞幸咖啡(LKNCY)$ 瑞幸应该过不了60亿这个坎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/626580522","isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669032061,"gmtCreate":1661962669057,"gmtModify":1661963734815,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>我觉得瑞幸还是在造假…数据在中国会这么好看?","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>我觉得瑞幸还是在造假…数据在中国会这么好看?","text":"$瑞幸咖啡(LKNCY)$我觉得瑞幸还是在造假…数据在中国会这么好看?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/669032061","isVote":1,"tweetType":1,"viewCount":4865,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478129700253140","authorId":"3478129700253140","name":"啦啦伏地魔","avatar":"https://static.tigerbbs.com/d1d11c53ef1ad4becfb36826175693c7","crmLevel":1,"crmLevelSwitch":0},"content":"我有个逻辑,之前也用过,就是可以看看微博相关话题,热度非常好,还有一帮人就是没瑞幸喝就难受。每天看半个小时,连续看几天","text":"我有个逻辑,之前也用过,就是可以看看微博相关话题,热度非常好,还有一帮人就是没瑞幸喝就难受。每天看半个小时,连续看几天","html":"我有个逻辑,之前也用过,就是可以看看微博相关话题,热度非常好,还有一帮人就是没瑞幸喝就难受。每天看半个小时,连续看几天"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622114546,"gmtCreate":1675295637185,"gmtModify":1675301300540,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"牛逼哄哄","listText":"牛逼哄哄","text":"牛逼哄哄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622114546","repostId":"1138541143","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622114625,"gmtCreate":1675295558868,"gmtModify":1675295561203,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"今年大概率继续缩…经济遇冷","listText":"今年大概率继续缩…经济遇冷","text":"今年大概率继续缩…经济遇冷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622114625","repostId":"1139522843","repostType":4,"repost":{"id":"1139522843","pubTimestamp":1675293368,"share":"https://www.laohu8.com/m/news/1139522843?lang=&edition=full","pubTime":"2023-02-02 07:16","market":"sh","language":"zh","title":"鲍威尔:考虑再加息约两次后暂停,今年降息不合适,金融状况收紧需时间","url":"https://stock-news.laohu8.com/highlight/detail?id=1139522843","media":"华尔街见闻","summary":"摘要:美联储主席鲍威尔说,通胀有所缓和但仍处于高位,但“现在第一次可以说,通货膨胀放缓进程已经开始。”他说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来。FOMC正在讨论再加息几次(a couple","content":"<html><head></head><body><blockquote>摘要:美联储主席鲍威尔说,通胀有所缓和但仍处于高位,但“现在第一次可以说,通货膨胀放缓进程已经开始。”他说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来。FOMC正在讨论再加息几次(a couple more)至限制性水平,之后就暂停,美联储并没有探索暂停加息之后再重新开始加息的可能性。鲍威尔强调,鉴于经济状况,预计今年不会降息。他说,当前美国经济所处的周期不是一个标准的经济周期,是独一无二的。</blockquote><p>2月1日周三,在美联储公布最新利率决议后,美联储主席鲍威尔召开记者会。</p><p><b>鲍威尔说,FOMC正在讨论再加息几次(a couple more)至限制性水平,之后就暂停,美联储并没有探索暂停加息之后再重新开始加息的可能性。他说,政策制定者并不认为现在是暂停加息的时候。</b></p><p><b>关于这里的“几次”指的是多少次加息,彭博社解读认为,并非每个人都会认为是两次,但该媒体认为基本上可以确定是再加息两次,即在3月和5月的FOMC会议上继续以25个基点的幅度分别加息一次,这将令联邦基金利率上升至5%至5.25%的区间,达到12月时美联储的预期利率峰值水平。</b></p><p>市场普遍预计3月美联储将继续加息25个基点,但鲍威尔强调,他对5月FOMC会议不抱任何确定性。关于3月的点阵图,他认为,可能高于12月,也可能更低,具体取决于数据,美联储3月FOMC会议将更新加息路径评估,美联储将留意从现在到三月的数据。</p><p><b>鲍威尔表示,他和他的FOMC同事们做出的预测表明,今年降息是不合适。</b>他表示:</p><blockquote>鉴于我们预期的经济前景,我认为我们今年不会降息。</blockquote><p>不过他补充称,如果通胀下降得更快,那么这将影响政策决策。在通胀问题上,鲍威尔表示:</p><blockquote>我们将在宣布抗通胀取得胜利上采取谨慎态度,我们正处于反通胀的早期阶段,取得胜利需要时间。</blockquote><p>继续加息是适当的,当前利率水平距利率峰值不远</p><p>在记者会上,对去年一年的加息行动,鲍威尔总结说,美联储采取了有力的行动。</p><p>展望未来,他说,将需要在一段时期内维持货币政策对美国经济的的限制性,<b>美联储继续预期持续的加息是适当的,以达到充分的限制性立场。他强调,当前美联储制定的利率还没有达到足够限制性的政策立场。</b></p><p>他继续强烈承诺将实现2%通胀目标。他强调,物价稳定是经济的基础,当前的通胀水平远高于美联储的目标,美联储官员们仍然需要付出更多努力,美联储将坚持到底,直到工作完成。他说,现在宣布胜利还为时过早:</p><blockquote>我们的预期是,通胀需要一定时间才能回落,我们需要耐心,因此将需要在更长时间内保持较高的利率。</blockquote><p>他对美国经济软着陆依然有信心:</p><blockquote>我认为通胀可以回落到2%,而不会出现真正严重的经济衰退。</blockquote><p>关于市场对于美联储未来加息路径的讨论,<b>他说,美联储官员们花了很多时间讨论利率政策的未来路径,但还没有就本轮加息周期的利率峰值是多少做出决定,但他相信当前的利率水平已经距离利率峰值不远了。</b></p><p>和前几次记者会一样,鲍威尔再次重申,历史告诫不要过早放松政策,美联储不希望通货膨胀卷土重来,很难管理加息不够带来的风险。鲍威尔说:</p><blockquote>我不希望在停止加息后的6个月或12个月后,美联储才迫不得已得出结论:今年在降低通货膨胀方面做得不够,将不得不再次提高利率。</blockquote><p>但他也强调,美联储没有动力也不想过度收紧利率,但如果美联储真的过度收紧,该机构依然有工具来解决这个问题。</p><p><b>他说,放慢加息节奏可以让FOMC评估进展。对于未来的加息进程,鲍威尔说,将在逐个会议上做出决定。</b></p><p><b>对于市场关注的政策滞后性,鲍威尔回应称,需要一段时间才能充分看到紧缩政策的效果,这些滞后性影响了今天FOMC加息25个基点的决定。</b>鲍威尔说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来,但重要的是,市场确实反映了美联储正在实施的紧缩政策。不过,<b>他也说,如果需要调整加息幅度至12月以前的力度(即每次加息75个基点),美联储将那样做。</b></p><p>通胀预期稳定令人安心,通胀放缓进程已经开始</p><p>关于通胀,鲍威尔说,市场预计通胀下降速度比美联储预期的更快,但是他强调,不知道通胀进一步放缓是否会“艰难”。如果通胀下降速度真的比美联储预期的快,这将影响美联储的政策决策。就目前的状况来看,美国三个月期(季度性)核心PCE通胀指标相当低,季度性通胀放缓是可喜的,但这一趋势是否可以延续,美联储需要更多证据。</p><p>鲍威尔对美联储控制通胀的行动似乎很有信心,他说:</p><blockquote>美国有望陷入超低通胀,这将让人感到心满意足。</blockquote><p>他也强调,好的一点是,市场对长期通胀的预期保持稳定:</p><blockquote>通胀预期似乎很稳定,这令人安心。</blockquote><p>鲍威尔说,可能需要将通胀增速降低至低于长期趋势的经济增长速度。他说,美联储敏锐地意识到高通胀会带来困难,将高度关注通胀带来的双向风险。他说,随着通货膨胀回落的证据越来越多,这将随着时间的推移反映在政策中。</p><p>关于美联储对抗通胀的行动,鲍威尔认为,预计通胀将继续在住房服务领域上升,然后下降。但在不包括住房的核心服务业中,还没有看到超低通胀现象,服务业通胀的核心仍在4%左右,不过美联储预计核心服务业将很快出现超低通胀现象。</p><p><b>和前几次记者会不同的是,鲍威尔首次强调了加息带来的通缩风险。</b>他说,通缩压力已经浮现,特别是在商品方面,美联储注意到房地产市场即将出现通货紧缩。他说:</p><blockquote>我们现在第一次可以说,通货膨胀放缓进程已经开始。</blockquote><p>美国经济当前所处的周期独一无二</p><p>关于美国的经济状况,鲍威尔说,去年经济增长明显放缓,消费者支出似乎受到抑制,房地产活动继续疲软。</p><p><b>关于美国当前所处的经济周期,他说,当前的周期不是一个标准的经济周期,是独一无二的。他预测美国经济增长将继续保持温和。</b></p><p>他强调,全球经济形势有所改善,这对美国很重要。</p><p>关于美国国会是否会提高债务上限,鲍威尔说,关于债务上限的讨论仍在继续,美联储将仔细监测货币市场状况:</p><blockquote>我相信国会会提高债务上限,这是必须的。</blockquote><p>鲍威尔认为,通胀下降的趋势必须在整个美国经济中铺开。他强调,不要假设美联储可以在发生债务违约时保护经济。</p><p>鲍威尔还说,新冠疫情在美国经济中影响不再重大。</p><p>美联储密切关注金融状况,金融状况收紧需要时间</p><p>关于市场关注的金融市场的状况,鲍威尔认为,自去年12月以来,金融状况基本保持不变,美联储也在一直仔细监控金融状况。</p><p><b>鲍威尔强调,美联储现在关注的重点不是金融状况的短期变化,而是侧重于金融条件的持续变化,在制定政策时,美联储将考虑金融状况和其他条件。</b></p><p>鲍威尔说,金融状况收紧将需要时间,需要耐心。</p><p>鲍威尔说,去年金融状况收紧非常严重。但他似乎并没有对最近金融市场变得宽松作出评论。</p><p><img src=\"https://static.tigerbbs.com/334e207d92f00fd25d372217cc8daa89\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>鲍威尔的此番表态被市场做了鸽派解读,在鲍威尔就金融市场状况表态后,美国股市、黄金上涨,美债收益率下行。</p><p><img src=\"https://static.tigerbbs.com/a23929968e05b7811623571bc0446d58\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/9ef9b697f1432afc1602eb96cafd2cb9\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/db9dbead1045aa1b53ad50b77b4a3874\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p>劳动力市场依然极度紧张</p><p>关于美国的劳动力市场,鲍威尔说,劳动力市场仍然“极度紧张”,工资增速提高,就业增长势头强劲,劳动力需求依然大幅超过供给。</p><p>他强调劳动力市场降温对于控制通胀的重要性:</p><blockquote>总的来看,如果劳动力市场没有达到更好的平衡,我个人的观点是,通胀率不会持续回到2%。</blockquote><p>具体拆分来看,鲍威尔说,美联储看到工资增速在下降,但是JOLTs报告中的职位空缺数字一直相当不稳定。尽管劳动力成本指数ECI和平均时薪已经脱离高点,但仍然相当高。他说,到目前为止,美联储的紧缩政策并没有以劳动力市场为代价,这是一件好事。</p><p>鲍威尔说,美联储还将关注下一份ECI报告,昨天的数据显示工资下降,具有建设性。</p><p>鲍威尔说,一旦能观察到工资—价格螺旋上升,就太晚了,美联储不能允许这种情况发生,当前,美联储没有看到工资—价格螺旋上升的迹象。</p><p>关于失业率,鲍威尔说,大多数政策制定者预测失业率可能会略有上升。</p><p>市场反应</p><p>利率互换市场的交易员得出的结论是,政策方向将从今年年中开始进一步转向鸽派。交易员们预计,到2023年年底,美联储将较6月利率峰值降息50个基点。交易员们认为,今年6月美国政策利率将达到峰值,隔夜拆借利率为4.9%;到今年12月,这一利率将下降至4.4%。</p><p>对于下一次即3月召开的美联储FOMC议息会议,目前市场仅定价21个基点的加息溢价,这表明市场认为美联储将再加息25个基点的可能性为 84%。除此之外,市场认为美联储在5月份再次加息的前景已经下降。</p><p>标普500指数一度上涨1.3%,道指转涨,纳指一度上涨2.2%。</p><p>尾盘时美股集体转涨至日高,道指最高涨近250点或涨0.7%,此前一度跌超500点或跌超1.5%,短暂失守3.4万点整数位。标普500指数最高涨1.8%并升破4100点,此前跌1%且能源板块领跌。纳指最高涨2.8%,此前跌0.7%。罗素小盘股最高涨2.3%,此前跌0.5%。</p><p>美国10年期国债收益率跌约12个基点,刷新日低至3.3819%;两年期美债收益率一度跌超10个基点,刷新日低至4.0981%;2/10年期美债收益率利差在利率决议声明发布后迅速跌至日低-76.226个基点,目前反弹至-71.000个基点上方,日内整体跌幅收窄至不足1.6个基点。</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>鲍威尔:考虑再加息约两次后暂停,今年降息不合适,金融状况收紧需时间</title>\n<style 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}\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鲍威尔:考虑再加息约两次后暂停,今年降息不合适,金融状况收紧需时间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-02 07:16 北京时间 <a href=https://wallstreetcn.com/articles/3680974><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:美联储主席鲍威尔说,通胀有所缓和但仍处于高位,但“现在第一次可以说,通货膨胀放缓进程已经开始。”他说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来。FOMC正在讨论再加息几次(a couple more)至限制性水平,之后就暂停,美联储并没有探索暂停加息之后再重新开始加息的可能性。鲍威尔强调,鉴于经济状况,预计今年不会降息。他说,当前美国经济所处的周期不是一个标准的经济周期,是独一无二的。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3680974\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3680974","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139522843","content_text":"摘要:美联储主席鲍威尔说,通胀有所缓和但仍处于高位,但“现在第一次可以说,通货膨胀放缓进程已经开始。”他说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来。FOMC正在讨论再加息几次(a couple more)至限制性水平,之后就暂停,美联储并没有探索暂停加息之后再重新开始加息的可能性。鲍威尔强调,鉴于经济状况,预计今年不会降息。他说,当前美国经济所处的周期不是一个标准的经济周期,是独一无二的。2月1日周三,在美联储公布最新利率决议后,美联储主席鲍威尔召开记者会。鲍威尔说,FOMC正在讨论再加息几次(a couple more)至限制性水平,之后就暂停,美联储并没有探索暂停加息之后再重新开始加息的可能性。他说,政策制定者并不认为现在是暂停加息的时候。关于这里的“几次”指的是多少次加息,彭博社解读认为,并非每个人都会认为是两次,但该媒体认为基本上可以确定是再加息两次,即在3月和5月的FOMC会议上继续以25个基点的幅度分别加息一次,这将令联邦基金利率上升至5%至5.25%的区间,达到12月时美联储的预期利率峰值水平。市场普遍预计3月美联储将继续加息25个基点,但鲍威尔强调,他对5月FOMC会议不抱任何确定性。关于3月的点阵图,他认为,可能高于12月,也可能更低,具体取决于数据,美联储3月FOMC会议将更新加息路径评估,美联储将留意从现在到三月的数据。鲍威尔表示,他和他的FOMC同事们做出的预测表明,今年降息是不合适。他表示:鉴于我们预期的经济前景,我认为我们今年不会降息。不过他补充称,如果通胀下降得更快,那么这将影响政策决策。在通胀问题上,鲍威尔表示:我们将在宣布抗通胀取得胜利上采取谨慎态度,我们正处于反通胀的早期阶段,取得胜利需要时间。继续加息是适当的,当前利率水平距利率峰值不远在记者会上,对去年一年的加息行动,鲍威尔总结说,美联储采取了有力的行动。展望未来,他说,将需要在一段时期内维持货币政策对美国经济的的限制性,美联储继续预期持续的加息是适当的,以达到充分的限制性立场。他强调,当前美联储制定的利率还没有达到足够限制性的政策立场。他继续强烈承诺将实现2%通胀目标。他强调,物价稳定是经济的基础,当前的通胀水平远高于美联储的目标,美联储官员们仍然需要付出更多努力,美联储将坚持到底,直到工作完成。他说,现在宣布胜利还为时过早:我们的预期是,通胀需要一定时间才能回落,我们需要耐心,因此将需要在更长时间内保持较高的利率。他对美国经济软着陆依然有信心:我认为通胀可以回落到2%,而不会出现真正严重的经济衰退。关于市场对于美联储未来加息路径的讨论,他说,美联储官员们花了很多时间讨论利率政策的未来路径,但还没有就本轮加息周期的利率峰值是多少做出决定,但他相信当前的利率水平已经距离利率峰值不远了。和前几次记者会一样,鲍威尔再次重申,历史告诫不要过早放松政策,美联储不希望通货膨胀卷土重来,很难管理加息不够带来的风险。鲍威尔说:我不希望在停止加息后的6个月或12个月后,美联储才迫不得已得出结论:今年在降低通货膨胀方面做得不够,将不得不再次提高利率。但他也强调,美联储没有动力也不想过度收紧利率,但如果美联储真的过度收紧,该机构依然有工具来解决这个问题。他说,放慢加息节奏可以让FOMC评估进展。对于未来的加息进程,鲍威尔说,将在逐个会议上做出决定。对于市场关注的政策滞后性,鲍威尔回应称,需要一段时间才能充分看到紧缩政策的效果,这些滞后性影响了今天FOMC加息25个基点的决定。鲍威尔说,FOMC迅猛紧缩货币政策的全面效果尚未显现出来,但重要的是,市场确实反映了美联储正在实施的紧缩政策。不过,他也说,如果需要调整加息幅度至12月以前的力度(即每次加息75个基点),美联储将那样做。通胀预期稳定令人安心,通胀放缓进程已经开始关于通胀,鲍威尔说,市场预计通胀下降速度比美联储预期的更快,但是他强调,不知道通胀进一步放缓是否会“艰难”。如果通胀下降速度真的比美联储预期的快,这将影响美联储的政策决策。就目前的状况来看,美国三个月期(季度性)核心PCE通胀指标相当低,季度性通胀放缓是可喜的,但这一趋势是否可以延续,美联储需要更多证据。鲍威尔对美联储控制通胀的行动似乎很有信心,他说:美国有望陷入超低通胀,这将让人感到心满意足。他也强调,好的一点是,市场对长期通胀的预期保持稳定:通胀预期似乎很稳定,这令人安心。鲍威尔说,可能需要将通胀增速降低至低于长期趋势的经济增长速度。他说,美联储敏锐地意识到高通胀会带来困难,将高度关注通胀带来的双向风险。他说,随着通货膨胀回落的证据越来越多,这将随着时间的推移反映在政策中。关于美联储对抗通胀的行动,鲍威尔认为,预计通胀将继续在住房服务领域上升,然后下降。但在不包括住房的核心服务业中,还没有看到超低通胀现象,服务业通胀的核心仍在4%左右,不过美联储预计核心服务业将很快出现超低通胀现象。和前几次记者会不同的是,鲍威尔首次强调了加息带来的通缩风险。他说,通缩压力已经浮现,特别是在商品方面,美联储注意到房地产市场即将出现通货紧缩。他说:我们现在第一次可以说,通货膨胀放缓进程已经开始。美国经济当前所处的周期独一无二关于美国的经济状况,鲍威尔说,去年经济增长明显放缓,消费者支出似乎受到抑制,房地产活动继续疲软。关于美国当前所处的经济周期,他说,当前的周期不是一个标准的经济周期,是独一无二的。他预测美国经济增长将继续保持温和。他强调,全球经济形势有所改善,这对美国很重要。关于美国国会是否会提高债务上限,鲍威尔说,关于债务上限的讨论仍在继续,美联储将仔细监测货币市场状况:我相信国会会提高债务上限,这是必须的。鲍威尔认为,通胀下降的趋势必须在整个美国经济中铺开。他强调,不要假设美联储可以在发生债务违约时保护经济。鲍威尔还说,新冠疫情在美国经济中影响不再重大。美联储密切关注金融状况,金融状况收紧需要时间关于市场关注的金融市场的状况,鲍威尔认为,自去年12月以来,金融状况基本保持不变,美联储也在一直仔细监控金融状况。鲍威尔强调,美联储现在关注的重点不是金融状况的短期变化,而是侧重于金融条件的持续变化,在制定政策时,美联储将考虑金融状况和其他条件。鲍威尔说,金融状况收紧将需要时间,需要耐心。鲍威尔说,去年金融状况收紧非常严重。但他似乎并没有对最近金融市场变得宽松作出评论。鲍威尔的此番表态被市场做了鸽派解读,在鲍威尔就金融市场状况表态后,美国股市、黄金上涨,美债收益率下行。劳动力市场依然极度紧张关于美国的劳动力市场,鲍威尔说,劳动力市场仍然“极度紧张”,工资增速提高,就业增长势头强劲,劳动力需求依然大幅超过供给。他强调劳动力市场降温对于控制通胀的重要性:总的来看,如果劳动力市场没有达到更好的平衡,我个人的观点是,通胀率不会持续回到2%。具体拆分来看,鲍威尔说,美联储看到工资增速在下降,但是JOLTs报告中的职位空缺数字一直相当不稳定。尽管劳动力成本指数ECI和平均时薪已经脱离高点,但仍然相当高。他说,到目前为止,美联储的紧缩政策并没有以劳动力市场为代价,这是一件好事。鲍威尔说,美联储还将关注下一份ECI报告,昨天的数据显示工资下降,具有建设性。鲍威尔说,一旦能观察到工资—价格螺旋上升,就太晚了,美联储不能允许这种情况发生,当前,美联储没有看到工资—价格螺旋上升的迹象。关于失业率,鲍威尔说,大多数政策制定者预测失业率可能会略有上升。市场反应利率互换市场的交易员得出的结论是,政策方向将从今年年中开始进一步转向鸽派。交易员们预计,到2023年年底,美联储将较6月利率峰值降息50个基点。交易员们认为,今年6月美国政策利率将达到峰值,隔夜拆借利率为4.9%;到今年12月,这一利率将下降至4.4%。对于下一次即3月召开的美联储FOMC议息会议,目前市场仅定价21个基点的加息溢价,这表明市场认为美联储将再加息25个基点的可能性为 84%。除此之外,市场认为美联储在5月份再次加息的前景已经下降。标普500指数一度上涨1.3%,道指转涨,纳指一度上涨2.2%。尾盘时美股集体转涨至日高,道指最高涨近250点或涨0.7%,此前一度跌超500点或跌超1.5%,短暂失守3.4万点整数位。标普500指数最高涨1.8%并升破4100点,此前跌1%且能源板块领跌。纳指最高涨2.8%,此前跌0.7%。罗素小盘股最高涨2.3%,此前跌0.5%。美国10年期国债收益率跌约12个基点,刷新日低至3.3819%;两年期美债收益率一度跌超10个基点,刷新日低至4.0981%;2/10年期美债收益率利差在利率决议声明发布后迅速跌至日低-76.226个基点,目前反弹至-71.000个基点上方,日内整体跌幅收窄至不足1.6个基点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688803782,"gmtCreate":1657547104451,"gmtModify":1704867551533,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>二季度………","listText":"<a 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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>有点怪,大单出,小单进…这是庄家换了?","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ </a>有点怪,大单出,小单进…这是庄家换了?","text":"$瑞幸咖啡(LKNCY)$ 有点怪,大单出,小单进…这是庄家换了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667672824","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665801510,"gmtCreate":1667175515630,"gmtModify":1667175519285,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"估计人能挖不少从瑞幸","listText":"估计人能挖不少从瑞幸","text":"估计人能挖不少从瑞幸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665801510","repostId":"662729126","repostType":1,"repost":{"id":662729126,"gmtCreate":1666774103465,"gmtModify":1666774185060,"author":{"id":"3538539909348536","authorId":"3538539909348536","name":"连线Insight","avatar":"https://static.tigerbbs.com/ec3aea2337dc27d570d17ef5531d5f4a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"陆正耀、钱治亚再开咖啡店:老套路谁买单?","htmlText":"文/王慧莹 编辑/周晓奇 陆正耀开始重操旧业了,带着老下属钱治亚继续开咖啡店。 10月22日,陆正耀以及前瑞幸咖啡CEO钱治亚在朋友圈同时宣布,库迪咖啡(COTTI COFFEE)首店落地福州IFC。 尽管首店刚刚成立,陆正耀丝毫不掩饰自己的野心。“咖啡梦想家团队再启征程”。库迪咖啡同时宣布,成为阿根廷国家足球队中国区赞助商。 图源库迪咖啡小程序 库迪咖啡高举高打造势之余,不禁让外界想到了五年前的瑞幸咖啡。彼时,高调宣传、疯狂补贴、快速融资让瑞幸咖啡创下了两年登陆资本市场的速度。 如今,库迪咖啡飘出了熟悉的味道。只需要9.9元的咖啡、刚开店就高调造势,这都显示着,陆正耀希望再造瑞幸的野心。 只是,库迪咖啡想要成为第二个“瑞幸”,并不容易。 要知道,如今的咖啡市场已经十分拥挤,早已不是瑞幸咖啡当年入局时的模样。星巴克、Tims、Manner等新老玩家正在“内卷”,市场竞争进入白热化。 补贴、造势、碰瓷等老玩法,曾让瑞幸在争议中开拓了市场,早期扩张靠的是资本的支持。 但经历了瑞幸财务造假一事后,尽管陆正耀善于运作资本,之后能否吸引到足够的融资是未知数,库迪咖啡很难复制早期的瑞幸模式。 同时,咖啡市场也已经变了,产品力比低价补贴更为重要。参考瑞幸咖啡财务暴雷后再回血的故事,打造爆品是其生存密码,生椰拿铁、丝绒拿铁等品类帮助瑞幸度过难关。 陆正耀能否产出一杯好喝的咖啡,是未来能否突围的关键。这几年,陆正耀的创业之路并不顺利,此前的趣小面、舌尖英雄并没有什么水花。如今,熟悉的赛道、同样的班底、相似的打法,陆正耀还能讲出吸引人的故事吗? 1、复制“瑞幸”,谈何容易? 在预制菜、面馆行业摸爬滚打之后,陆正耀还是回到了老本行——咖啡赛道。 刚刚创立品牌,陆正耀就讲起了故事。 据库迪咖啡介绍,其品牌名字源自意大利特色饼干BIscotti,经常被用来做咖啡","listText":"文/王慧莹 编辑/周晓奇 陆正耀开始重操旧业了,带着老下属钱治亚继续开咖啡店。 10月22日,陆正耀以及前瑞幸咖啡CEO钱治亚在朋友圈同时宣布,库迪咖啡(COTTI COFFEE)首店落地福州IFC。 尽管首店刚刚成立,陆正耀丝毫不掩饰自己的野心。“咖啡梦想家团队再启征程”。库迪咖啡同时宣布,成为阿根廷国家足球队中国区赞助商。 图源库迪咖啡小程序 库迪咖啡高举高打造势之余,不禁让外界想到了五年前的瑞幸咖啡。彼时,高调宣传、疯狂补贴、快速融资让瑞幸咖啡创下了两年登陆资本市场的速度。 如今,库迪咖啡飘出了熟悉的味道。只需要9.9元的咖啡、刚开店就高调造势,这都显示着,陆正耀希望再造瑞幸的野心。 只是,库迪咖啡想要成为第二个“瑞幸”,并不容易。 要知道,如今的咖啡市场已经十分拥挤,早已不是瑞幸咖啡当年入局时的模样。星巴克、Tims、Manner等新老玩家正在“内卷”,市场竞争进入白热化。 补贴、造势、碰瓷等老玩法,曾让瑞幸在争议中开拓了市场,早期扩张靠的是资本的支持。 但经历了瑞幸财务造假一事后,尽管陆正耀善于运作资本,之后能否吸引到足够的融资是未知数,库迪咖啡很难复制早期的瑞幸模式。 同时,咖啡市场也已经变了,产品力比低价补贴更为重要。参考瑞幸咖啡财务暴雷后再回血的故事,打造爆品是其生存密码,生椰拿铁、丝绒拿铁等品类帮助瑞幸度过难关。 陆正耀能否产出一杯好喝的咖啡,是未来能否突围的关键。这几年,陆正耀的创业之路并不顺利,此前的趣小面、舌尖英雄并没有什么水花。如今,熟悉的赛道、同样的班底、相似的打法,陆正耀还能讲出吸引人的故事吗? 1、复制“瑞幸”,谈何容易? 在预制菜、面馆行业摸爬滚打之后,陆正耀还是回到了老本行——咖啡赛道。 刚刚创立品牌,陆正耀就讲起了故事。 据库迪咖啡介绍,其品牌名字源自意大利特色饼干BIscotti,经常被用来做咖啡","text":"文/王慧莹 编辑/周晓奇 陆正耀开始重操旧业了,带着老下属钱治亚继续开咖啡店。 10月22日,陆正耀以及前瑞幸咖啡CEO钱治亚在朋友圈同时宣布,库迪咖啡(COTTI COFFEE)首店落地福州IFC。 尽管首店刚刚成立,陆正耀丝毫不掩饰自己的野心。“咖啡梦想家团队再启征程”。库迪咖啡同时宣布,成为阿根廷国家足球队中国区赞助商。 图源库迪咖啡小程序 库迪咖啡高举高打造势之余,不禁让外界想到了五年前的瑞幸咖啡。彼时,高调宣传、疯狂补贴、快速融资让瑞幸咖啡创下了两年登陆资本市场的速度。 如今,库迪咖啡飘出了熟悉的味道。只需要9.9元的咖啡、刚开店就高调造势,这都显示着,陆正耀希望再造瑞幸的野心。 只是,库迪咖啡想要成为第二个“瑞幸”,并不容易。 要知道,如今的咖啡市场已经十分拥挤,早已不是瑞幸咖啡当年入局时的模样。星巴克、Tims、Manner等新老玩家正在“内卷”,市场竞争进入白热化。 补贴、造势、碰瓷等老玩法,曾让瑞幸在争议中开拓了市场,早期扩张靠的是资本的支持。 但经历了瑞幸财务造假一事后,尽管陆正耀善于运作资本,之后能否吸引到足够的融资是未知数,库迪咖啡很难复制早期的瑞幸模式。 同时,咖啡市场也已经变了,产品力比低价补贴更为重要。参考瑞幸咖啡财务暴雷后再回血的故事,打造爆品是其生存密码,生椰拿铁、丝绒拿铁等品类帮助瑞幸度过难关。 陆正耀能否产出一杯好喝的咖啡,是未来能否突围的关键。这几年,陆正耀的创业之路并不顺利,此前的趣小面、舌尖英雄并没有什么水花。如今,熟悉的赛道、同样的班底、相似的打法,陆正耀还能讲出吸引人的故事吗? 1、复制“瑞幸”,谈何容易? 在预制菜、面馆行业摸爬滚打之后,陆正耀还是回到了老本行——咖啡赛道。 刚刚创立品牌,陆正耀就讲起了故事。 据库迪咖啡介绍,其品牌名字源自意大利特色饼干BIscotti,经常被用来做咖啡","images":[{"img":"https://static.tigerbbs.com/d2a16aee579358e88e7a0c78f114a6d5"},{"img":"https://static.tigerbbs.com/ccffec24240e5f8bc13b0d5c90b98cec"},{"img":"https://static.tigerbbs.com/976670353998dacaf6a543f4eec39510"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662729126","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661056422,"gmtCreate":1663596121166,"gmtModify":1663596122726,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"能做的早做了…现在做事倍功半!","listText":"能做的早做了…现在做事倍功半!","text":"能做的早做了…现在做事倍功半!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661056422","repostId":"2267850806","repostType":2,"repost":{"id":"2267850806","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":1663243800,"share":"https://www.laohu8.com/m/news/2267850806?lang=&edition=full","pubTime":"2022-09-15 20:10","market":"hk","language":"en","title":"Starbucks Sets Itself Tall Order With Chinese Expansion Plans -- Market Insight","url":"https://stock-news.laohu8.com/highlight/detail?id=2267850806","media":"Dow Jones","summary":"Commentary by Adam Clark \n\n\n \n\n\n Starbucks Corp.'s growth plans depend heavily on swift Chinese exp","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n Commentary by Adam Clark \n</p>\n<pre>\n \n</pre>\n<p>\n Starbucks Corp.'s growth plans depend heavily on swift Chinese expansion over the next three years despite economic headwinds. Even if the coffee-chain giant is correct about the potential growth of the caffeinated beverage in traditionally tea-drinking China, rival companies such as local chains Luckin Coffee Inc. and Manner Coffee, or Japanese brand % Arabica could complicate matters. \n</p>\n<p>\n Starbucks said Wednesday that it intends to have 9,000 stores in China by 2025, up from 6,000 at the end of this year, enabling a doubling of its sales in the country. There are grounds for optimism -- Starbucks says the average Chinese consumer drinks 10-12 cups of coffee a year. That compares with 329 cups annually for the average American consumer of coffee, according to a Deloitte report. However, the premium positioning of Starbucks leaves it vulnerable if Chinese middle-class consumers feel squeezed amid the country's property crisis. Analysts at Wedbush say there is limited near-term visibility on Chinese growth, despite Starbucks' estimate that annual same-store sales growth through to 2025 should be 4%-6%. \n</p>\n<p>\n Starbucks also faces growing competitors. Luckin Coffee is the chief rival to Starbucks, with more than 7,100 stores. It also seems to have weathered recent Covid restrictions better, reporting same-store sales growth of 41% in the second quarter of the year from the prior year, compared with a 44% fall for Starbucks in its comparable quarter. However, Luckin is still trying to recover trust, having delisted from Nasdaq in 2020 after admitting it had fabricated sales. Manner Coffee -- backed by TikTok owner Bytedance Ltd. -- is expanding from its Shanghai base and has been reported by Bloomberg to be considering an initial public offering in Hong Kong. Deloitte reports that among 'cost-effective' coffee chains, Manner is the only one to have a higher average rating and popularity on social platforms than Starbucks. The local franchise owner of Japanese brand % Arabica has also been reported to be seeking funds to continue its expansion in top-tier Chinese cities where it challenges Starbucks at the premium end of the market. \n</p>\n<pre>\n \n</pre>\n<p>\n Market Insights are commentary that is independent of the news coverage by reporters at The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Adam Clark at adam.clark@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n September 15, 2022 08:10 ET (12:10 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & 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>Starbucks Sets Itself Tall Order With Chinese Expansion Plans -- Market Insight</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\">\nStarbucks Sets Itself Tall Order With Chinese Expansion Plans -- Market Insight\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\">2022-09-15 20:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n Commentary by Adam Clark \n</p>\n<pre>\n \n</pre>\n<p>\n Starbucks Corp.'s growth plans depend heavily on swift Chinese expansion over the next three years despite economic headwinds. Even if the coffee-chain giant is correct about the potential growth of the caffeinated beverage in traditionally tea-drinking China, rival companies such as local chains Luckin Coffee Inc. and Manner Coffee, or Japanese brand % Arabica could complicate matters. \n</p>\n<p>\n Starbucks said Wednesday that it intends to have 9,000 stores in China by 2025, up from 6,000 at the end of this year, enabling a doubling of its sales in the country. There are grounds for optimism -- Starbucks says the average Chinese consumer drinks 10-12 cups of coffee a year. That compares with 329 cups annually for the average American consumer of coffee, according to a Deloitte report. However, the premium positioning of Starbucks leaves it vulnerable if Chinese middle-class consumers feel squeezed amid the country's property crisis. Analysts at Wedbush say there is limited near-term visibility on Chinese growth, despite Starbucks' estimate that annual same-store sales growth through to 2025 should be 4%-6%. \n</p>\n<p>\n Starbucks also faces growing competitors. Luckin Coffee is the chief rival to Starbucks, with more than 7,100 stores. It also seems to have weathered recent Covid restrictions better, reporting same-store sales growth of 41% in the second quarter of the year from the prior year, compared with a 44% fall for Starbucks in its comparable quarter. However, Luckin is still trying to recover trust, having delisted from Nasdaq in 2020 after admitting it had fabricated sales. Manner Coffee -- backed by TikTok owner Bytedance Ltd. -- is expanding from its Shanghai base and has been reported by Bloomberg to be considering an initial public offering in Hong Kong. Deloitte reports that among 'cost-effective' coffee chains, Manner is the only one to have a higher average rating and popularity on social platforms than Starbucks. The local franchise owner of Japanese brand % Arabica has also been reported to be seeking funds to continue its expansion in top-tier Chinese cities where it challenges Starbucks at the premium end of the market. \n</p>\n<pre>\n \n</pre>\n<p>\n Market Insights are commentary that is independent of the news coverage by reporters at The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n Write to Adam Clark at adam.clark@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n September 15, 2022 08:10 ET (12:10 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","BK4504":"桥水持仓","BK4209":"餐馆","BK4535":"淡马锡持仓","LKNCY":"瑞幸咖啡"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267850806","content_text":"Commentary by Adam Clark \n\n\n \n\n\n Starbucks Corp.'s growth plans depend heavily on swift Chinese expansion over the next three years despite economic headwinds. Even if the coffee-chain giant is correct about the potential growth of the caffeinated beverage in traditionally tea-drinking China, rival companies such as local chains Luckin Coffee Inc. and Manner Coffee, or Japanese brand % Arabica could complicate matters. \n\n\n Starbucks said Wednesday that it intends to have 9,000 stores in China by 2025, up from 6,000 at the end of this year, enabling a doubling of its sales in the country. There are grounds for optimism -- Starbucks says the average Chinese consumer drinks 10-12 cups of coffee a year. That compares with 329 cups annually for the average American consumer of coffee, according to a Deloitte report. However, the premium positioning of Starbucks leaves it vulnerable if Chinese middle-class consumers feel squeezed amid the country's property crisis. Analysts at Wedbush say there is limited near-term visibility on Chinese growth, despite Starbucks' estimate that annual same-store sales growth through to 2025 should be 4%-6%. \n\n\n Starbucks also faces growing competitors. Luckin Coffee is the chief rival to Starbucks, with more than 7,100 stores. It also seems to have weathered recent Covid restrictions better, reporting same-store sales growth of 41% in the second quarter of the year from the prior year, compared with a 44% fall for Starbucks in its comparable quarter. However, Luckin is still trying to recover trust, having delisted from Nasdaq in 2020 after admitting it had fabricated sales. Manner Coffee -- backed by TikTok owner Bytedance Ltd. -- is expanding from its Shanghai base and has been reported by Bloomberg to be considering an initial public offering in Hong Kong. Deloitte reports that among 'cost-effective' coffee chains, Manner is the only one to have a higher average rating and popularity on social platforms than Starbucks. The local franchise owner of Japanese brand % Arabica has also been reported to be seeking funds to continue its expansion in top-tier Chinese cities where it challenges Starbucks at the premium end of the market. \n\n\n \n\n\n Market Insights are commentary that is independent of the news coverage by reporters at The Wall Street Journal. \n\n\n \n\n\n Write to Adam Clark at adam.clark@dowjones.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n September 15, 2022 08:10 ET (12:10 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634632939,"gmtCreate":1647470779307,"gmtModify":1647481853800,"author":{"id":"3551700578442941","authorId":"3551700578442941","name":"Ninicoco","avatar":"https://static.tigerbbs.com/f6ded8d5f5e607bf1bb15975ce3c4143","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"总的来看美国没有改变其经济运行规律","listText":"总的来看美国没有改变其经济运行规律","text":"总的来看美国没有改变其经济运行规律","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634632939","repostId":"1188170154","repostType":2,"repost":{"id":"1188170154","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":1647455539,"share":"https://www.laohu8.com/m/news/1188170154?lang=&edition=full","pubTime":"2022-03-17 02:32","market":"us","language":"zh","title":"鲍威尔:最快在5月宣布缩表,计划框架将与上一次相似","url":"https://stock-news.laohu8.com/highlight/detail?id=1188170154","media":"老虎资讯综合","summary":"3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。鲍威尔新闻发布会要点总结:1、整体货币政策:美联","content":"<html><head></head><body><p>3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。</p><p><img src=\"https://static.tigerbbs.com/92879259c765dbae9583a2fbc04a9573\" tg-width=\"1078\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。</p><p><img src=\"https://static.tigerbbs.com/e347064997631f50d80743d3daddcb13\" tg-width=\"953\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔新闻发布会要点总结:</b></p><p>1、整体货币政策:美联储加息和缩表的时间已经到来。形势“高度不确定”,美联储将部署众多工具。</p><p>2、加息:新版资产负债表框架根本没有造成美联储暂缓加息。</p><p>3、缩表:美联储在未来缩减资产负债表时,将留意更大范围的经济形势。美联储最快可能会在5月宣布调整资产负债表,正在敲定资产负债表问题的细节,在若干参数取得了“非常不错的进展”。资产负债表框架将与上次类似,但缩表的速度将比上次更快。美联储在未来缩减资产负债表时,将留意更大范围的经济形势。资产负债表框架完全关乎将通胀预期锚定在2%。无法将美国面临的通胀问题归咎于框架,通胀是“陡然迸发的”。</p><p>4、通胀:FOMC将坚定地恢复物价稳定性。通胀仍然明显高于美联储2%的通胀目标。能源价格上涨正在推高通胀,石油价格在短期内对美国通胀构成一定程度上的上行压力;乌克兰危机造成更大的通胀上行压力。预计通胀将在就业市场保持强劲的情况下回落至2%,但这个过程所持续的时间将超过预期。美联储正“逐份报告地”关注美国通胀数据。如果通胀没有趋于缓和,美联储将采取若干必要行动。我们看到在通胀方面取得不错的进展。</p><p>5、就业:劳动力市场继续大范围改善,劳动力需求非常强劲、但供应受抑。薪资增速创多年来最快。</p><p>6、供应链:相比美联储原来的预估,供应紊乱程度更加严重、持续时间更长。</p><p>7、地缘政治危机:乌克兰危机可能对美国的贸易活动和供应面造成溢出效应。东欧地区的战争将通过多个渠道冲击到美国。战争将造成供应链问题更加错综复杂。</p><p>8、金融条件:随着美联储调整政策,金融条件将进一步收紧。金融条件是时候转向一个更加正常的大环境了。需要通过政策来传导至实体经济。</p><p><b>即时市场评论</b></p><p>分析师Michael MacKenzie:债券交易员越来越担忧经济衰退。美国5年期和10年期国债收益率曲线出现倒挂。美联储主席鲍威尔乐观地认为,明年经济衰退的可能性很低,但交易员们对此并不买账。</p><p>蒙特利尔银行资本市场Ian Lyngen:在对抗通胀方面,此次会议对于美联储而言是一个增强其可信度的事件,预计这将巩固目前趋平的态势。</p><p>NATIXIS美国首席经济学家JOSEPH LAVORGNA:美联储是对市场对于通胀的恐惧作出的反应,因此证实了今年加息7次的市场预期。这是一项神奇的预测,认为这经不起历史的审视。目前经济在走弱 ,他们计划将利率提高至远高于所谓的中性水平;中性水平低于其预期的水平。个人不认为美联储能够在目前通胀破坏需求的情况下实施这种紧缩政策。</p></body></html>","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:最快在5月宣布缩表,计划框架将与上一次相似</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; 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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鲍威尔:最快在5月宣布缩表,计划框架将与上一次相似\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\">2022-03-17 02:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。</p><p><img src=\"https://static.tigerbbs.com/92879259c765dbae9583a2fbc04a9573\" tg-width=\"1078\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。</p><p><img src=\"https://static.tigerbbs.com/e347064997631f50d80743d3daddcb13\" tg-width=\"953\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔新闻发布会要点总结:</b></p><p>1、整体货币政策:美联储加息和缩表的时间已经到来。形势“高度不确定”,美联储将部署众多工具。</p><p>2、加息:新版资产负债表框架根本没有造成美联储暂缓加息。</p><p>3、缩表:美联储在未来缩减资产负债表时,将留意更大范围的经济形势。美联储最快可能会在5月宣布调整资产负债表,正在敲定资产负债表问题的细节,在若干参数取得了“非常不错的进展”。资产负债表框架将与上次类似,但缩表的速度将比上次更快。美联储在未来缩减资产负债表时,将留意更大范围的经济形势。资产负债表框架完全关乎将通胀预期锚定在2%。无法将美国面临的通胀问题归咎于框架,通胀是“陡然迸发的”。</p><p>4、通胀:FOMC将坚定地恢复物价稳定性。通胀仍然明显高于美联储2%的通胀目标。能源价格上涨正在推高通胀,石油价格在短期内对美国通胀构成一定程度上的上行压力;乌克兰危机造成更大的通胀上行压力。预计通胀将在就业市场保持强劲的情况下回落至2%,但这个过程所持续的时间将超过预期。美联储正“逐份报告地”关注美国通胀数据。如果通胀没有趋于缓和,美联储将采取若干必要行动。我们看到在通胀方面取得不错的进展。</p><p>5、就业:劳动力市场继续大范围改善,劳动力需求非常强劲、但供应受抑。薪资增速创多年来最快。</p><p>6、供应链:相比美联储原来的预估,供应紊乱程度更加严重、持续时间更长。</p><p>7、地缘政治危机:乌克兰危机可能对美国的贸易活动和供应面造成溢出效应。东欧地区的战争将通过多个渠道冲击到美国。战争将造成供应链问题更加错综复杂。</p><p>8、金融条件:随着美联储调整政策,金融条件将进一步收紧。金融条件是时候转向一个更加正常的大环境了。需要通过政策来传导至实体经济。</p><p><b>即时市场评论</b></p><p>分析师Michael MacKenzie:债券交易员越来越担忧经济衰退。美国5年期和10年期国债收益率曲线出现倒挂。美联储主席鲍威尔乐观地认为,明年经济衰退的可能性很低,但交易员们对此并不买账。</p><p>蒙特利尔银行资本市场Ian Lyngen:在对抗通胀方面,此次会议对于美联储而言是一个增强其可信度的事件,预计这将巩固目前趋平的态势。</p><p>NATIXIS美国首席经济学家JOSEPH LAVORGNA:美联储是对市场对于通胀的恐惧作出的反应,因此证实了今年加息7次的市场预期。这是一项神奇的预测,认为这经不起历史的审视。目前经济在走弱 ,他们计划将利率提高至远高于所谓的中性水平;中性水平低于其预期的水平。个人不认为美联储能够在目前通胀破坏需求的情况下实施这种紧缩政策。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188170154","content_text":"3月16日,美联储开启加息周期,鲍威尔召开新闻发布会。在美联储主席鲍威尔讲话之际,美股再度走高,纳指涨超2%,标普500指数涨超1%,道指涨0.41%。鲍威尔新闻发布会要点总结:1、整体货币政策:美联储加息和缩表的时间已经到来。形势“高度不确定”,美联储将部署众多工具。2、加息:新版资产负债表框架根本没有造成美联储暂缓加息。3、缩表:美联储在未来缩减资产负债表时,将留意更大范围的经济形势。美联储最快可能会在5月宣布调整资产负债表,正在敲定资产负债表问题的细节,在若干参数取得了“非常不错的进展”。资产负债表框架将与上次类似,但缩表的速度将比上次更快。美联储在未来缩减资产负债表时,将留意更大范围的经济形势。资产负债表框架完全关乎将通胀预期锚定在2%。无法将美国面临的通胀问题归咎于框架,通胀是“陡然迸发的”。4、通胀:FOMC将坚定地恢复物价稳定性。通胀仍然明显高于美联储2%的通胀目标。能源价格上涨正在推高通胀,石油价格在短期内对美国通胀构成一定程度上的上行压力;乌克兰危机造成更大的通胀上行压力。预计通胀将在就业市场保持强劲的情况下回落至2%,但这个过程所持续的时间将超过预期。美联储正“逐份报告地”关注美国通胀数据。如果通胀没有趋于缓和,美联储将采取若干必要行动。我们看到在通胀方面取得不错的进展。5、就业:劳动力市场继续大范围改善,劳动力需求非常强劲、但供应受抑。薪资增速创多年来最快。6、供应链:相比美联储原来的预估,供应紊乱程度更加严重、持续时间更长。7、地缘政治危机:乌克兰危机可能对美国的贸易活动和供应面造成溢出效应。东欧地区的战争将通过多个渠道冲击到美国。战争将造成供应链问题更加错综复杂。8、金融条件:随着美联储调整政策,金融条件将进一步收紧。金融条件是时候转向一个更加正常的大环境了。需要通过政策来传导至实体经济。即时市场评论分析师Michael MacKenzie:债券交易员越来越担忧经济衰退。美国5年期和10年期国债收益率曲线出现倒挂。美联储主席鲍威尔乐观地认为,明年经济衰退的可能性很低,但交易员们对此并不买账。蒙特利尔银行资本市场Ian Lyngen:在对抗通胀方面,此次会议对于美联储而言是一个增强其可信度的事件,预计这将巩固目前趋平的态势。NATIXIS美国首席经济学家JOSEPH LAVORGNA:美联储是对市场对于通胀的恐惧作出的反应,因此证实了今年加息7次的市场预期。这是一项神奇的预测,认为这经不起历史的审视。目前经济在走弱 ,他们计划将利率提高至远高于所谓的中性水平;中性水平低于其预期的水平。个人不认为美联储能够在目前通胀破坏需求的情况下实施这种紧缩政策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}