每天有新高的个人主页 - 老虎社区

每天有新高

每天有新高

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每天有新高

2021-01-30

$百度(BIDU)$每天跌，怎么回事，百度的利好软文是为了高位套现？

每天有新高

2024-08-16

$Allogene Therapeutics Inc.(ALLO)$

每天有新高

2021-08-09

$Avrobio Inc.(AVRO)$这运气太差了，以为你跌得差不多了，不会破位，重仓等反弹，没想到噩梦成真了！伤心透顶！

每天有新高

2021-09-21

$Yalla Group(YALA)$我的本是24.4元，5000股！[流泪]

每天有新高

2021-01-04

百度超苹果，下辈子吧！

同是造车，百度或许比苹果更为值得期待

每天有新高

2020-10-05

支持特朗普连任！你是不可战胜的！

抱歉，原内容已删除

每天有新高

2021-05-22

$钜派投资(JP)$这垃圾及骗子公司怎么还不退市！

每天有新高

2021-02-18

$百度(BIDU)$跌到290没有悬念了！

每天有新高

2021-12-02

$燃料电池能源(FCEL)$这价格不用担心！肯定会反弹！

每天有新高

2021-09-30

$Yalla Group(YALA)$昨天晚上一补仓，今天就跌！晕死！

去老虎APP查看更多动态

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阴跌模式开启，至少到1.5吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627546014","isVote":1,"tweetType":1,"viewCount":4123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622883132,"gmtCreate":1675357178826,"gmtModify":1675357180851,"author":{"id":"3563871956693501","authorId":"3563871956693501","name":"每天有新高","avatar":"https://static.tigerbbs.com/872fc34821e8b13224b0d415b62b08ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563871956693501","authorIdStr":"3563871956693501"},"themes":[],"htmlText":"美国通胀只有2%。我们这边至少15%","listText":"美国通胀只有2%。我们这边至少15%","text":"美国通胀只有2%。我们这边至少15%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622883132","repostId":"1139522843","repostType":2,"repost":{"id":"1139522843","kind":"news","pubTimestamp":1675293368,"share":"https://www.laohu8.com/m/news/1139522843?lang=zh_CN&edition=full","pubTime":"2023-02-02 07:16","market":"hk","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&nbsp;&nbsp;&nbsp;<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\">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/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,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623555551,"gmtCreate":1671546478973,"gmtModify":1671546479925,"author":{"id":"3563871956693501","authorId":"3563871956693501","name":"每天有新高","avatar":"https://static.tigerbbs.com/872fc34821e8b13224b0d415b62b08ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563871956693501","authorIdStr":"3563871956693501"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape 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tg-height=\"395\"></p><p><b>市场为什么期待科技互联网巨头造车？</b></p><p>虽然苹果、百度、车企对这些报道传闻均表示不予置评，但市场对此依旧是热情万丈。</p><p>在此，问题也随之而来：市场为什么对科技互联网巨头造车，报有如此热情？</p><p>在我看来，可能有这样几个方面的原因在相互交织。</p><p>一是当前汽车市场正进入以“电动化、智能化、共享化、网联化”为核心特征的新四化时代，汽车也因此被定义为第四空间，成为承载资讯服务、娱乐休闲等当下互联网服务以及链接未来自动驾驶的新一代生态集合体。</p><p>但观察汽车行业，却不难发现在汽车新四化上，传统汽车厂商其实走得相对较为迟缓，反而是造车新势力们表现良好，特别是在电动化和智能化这两大趋势上，新势力们拥有更为大胆的步伐，也得到了更多新生代用户的认可，市场对其未来发展空间，也是报以极大期待，这从汽车新势力们虽然在产品销量、盈利能力上远不及传统汽车巨头，但却纷纷上演市值反超的现实中，均可见一斑。</p><p>二是市场规模超过两万亿美元的汽车市场，以其足够大的市场规模，被业界认为是科技互联网巨头们开辟新增长空间的关键钥匙，诸如市值已达两万亿的苹果，想要实现更大的市值突破，进入市场广阔的汽车市场就是其为数不多的选择。而在汽车成为第四空间趋势下，其也被视为是当前互联网人口红利渐失现实下，科技互联网巨头们获取新一轮增长的机会之地。</p><p><img src=\"https://static.tigerbbs.com/a17b5646c04ec5e187fa110d4c36ae36\" tg-width=\"1080\" tg-height=\"762\"></p><p>三是汽车市场正呈现出的一大趋势是，越往后，决定汽车产品竞争力与豪华度的，将不是现有的这些要素，而是智能化能力，这使得百年汽车市场正处百年未有之大变局。</p><p>而纵观行业，更能发现的一大现实是，市场的颠覆性创新，往往不会由行业内的传统巨头开启，反而是由行业外有与之存在技术交叉的跨界巨头来开启，而当下的苹果、百度等科技互联网巨头，正是具备开启汽车市场颠覆性创新的“种子选手”。</p><p>从现实来看，苹果在消费电子领域，凭借领先的“工业设计、系统构建、芯片设计、供应链重塑”等实力，已经成功颠覆了众多领域，这些能力，当然也可被迁移到汽车产业中，我们从苹果在汽车领域的众多专利申请中，就可窥见苹果在汽车产品上不同于传统巨头们的一些新思路，而这些思路或将为消费者带来全新体验。</p><p>再看百度，其独特优势在于其在人工智能领域拥有全球领先的技术实力，早在2013年，百度就开始布局自动驾驶技术，并在2017年就发布了旨在大幅降低行业准入门槛、助力传统车企更为快速的搭建出一套属于自己的完整的自动驾驶系统的Apollo(阿波罗)平台开放计划，志在成为自动驾驶领域的“Android系统”，当下已与吉利、广汽、一汽、蔚来等210家业内伙伴构建起了全球自动驾驶生态联盟。</p><p><b>同是造车，百度或许比苹果更为值得期待</b></p><p>这些现实的相互交融，使得资本市场对苹果和百度等科技互联网巨头入场造车，变得颇为期待，其实即使是传统汽车巨头，也对科技互联网巨头进入汽车市场表示非常期待，诸如大众汽车CEO赫伯特·迪斯（Herbert Diess）就表示：“我们期待迎来新的竞争者，他们一定会加速行业的变革，并带来新的技术。他们有着难以置信的高估值，以及几乎无限的资源，因此我们非常尊重他们。“</p><p>而若当苹果和百度这类科技互联网巨头有朝一日真的入场造车，那么于个人而言，其实相对于苹果造车，个人更为看好“百度造车”。</p><p><b>核心原因在于：未来汽车产品的核心竞争力，必然会落脚到汽车自动驾驶能力的竞争上。而从当前现实来看，百度相对于苹果而言，显然是更具优势的存在。</b></p><p>苹果虽然拥有对消费需求的明锐洞察以及领先的工业设计、软件系统、芯片设计等能力，但在关乎汽车未来发展的自动驾驶技术领域，其并未展现出强势竞争力。</p><p>天风国际在日前发布的《别在这时候买进Apple Car概念股》投资风险警示报告中就谈到：“虽市场目前已臆测Apple Car可能硬件规格，但我们相信Apple Car若要成功，关键不在硬件，而是大数据/AI。而截至目前为止，Apple并没有在既有产品上，展现出显著的大数据/AI竞争优势·····苹果的Apple Car正面临发布时间、硬件规格和EV/自驾车市场竞争力的三大不确定性。”</p><p>但反观百度，在关乎未来汽车核心竞争力的AI能力上，却是远超苹果的存在——当下其AI能力就已被业内认可，并被市场初步验证。</p><p>在第二届Apollo生态大会上，Apollo最新发布的成绩单中，能够看到：目前百度Apollo拥有自动驾驶全球专利申请数2900项，获得测试牌照总计近200张，测试里程超过700万公里，并做到了零安全事故；Apollo GO成为全球唯一在多城开展Robotaxi与Robobus运营的出行服务，接待乘客超过21万名。</p><p>在智能汽车领域，百度更是将其L4自动驾驶技术降维释放到辅助驾驶产品中。Apollo智驾发布的高级别智能驾驶解决方案ANP（Apollo Navigation Pilot），不同于行业方案仅支持高速和城市环线，还可以在城市道路使用，从AVP到ANP，让Apollo实现了面向城市复杂道路的全场景自动驾驶量产解决方案。</p><p><img src=\"https://static.tigerbbs.com/b7348b34054978b0983fd26342fe649b\" tg-width=\"1000\" tg-height=\"542\"></p><p>而这只是Apollo乐高式汽车智能化解决方案的冰山一角，这一方案包括高品质、更开放、可组装的“智驾、智舱、智图、智云”四大系列产品。Apollo智驾已开启大规模量产，当下广汽、威马、长城等品牌就已与百度Apollo在AVP开展了量产合作，未来3-5年预计搭载Apollo智驾产品的前装量产车将达到100万台；Apollo智舱已经与超过70家车企600款车型展开合作，并且百度还有自动驾驶必须的高精地图等能力。</p><p>就像业内评价的：百度有芯片，有云计算，有国内最强ai技术，有ACE智能交通引擎，有Apollo自动驾驶，还有高精地图，就差自己造车了，完美闭环。这是百度相对于苹果造车的优势所在，也是我认为百度造车更为值得期待的原因所在，可以说百度当前已经具备了造好一辆未来汽车所必需的软实力，如果真的入场造车，那么业界所期待的软硬一体，其实百度是有极大机会实现的。</p><p><b>万亿市值，百度的应许之地</b></p><p>如前所言，进入汽车市场，进行整车制造，被业界认为是苹果开启下一个万亿市值的关键要素，在我看来，若苹果能够凭借造车打开万亿市值新增量，那么在自动驾驶领域领先于苹果的百度，在未来也应能成为万亿市值俱乐部中的一员。</p><p>为什么这么说，能够看到，随着自动驾驶技术成为行业竞争核心要素，其实当下业内也已对百度Apollo的价值给出了大致标的。</p><p>瑞银在前段时间发布的报告中，按照Waymo估值的三分之一来锚定百度Apollo自动驾驶的估值约为100亿美元。而若以此前摩根士丹利对Waymo 1050亿美元的估值来计算，那么当下百度Apollo的估值将在350亿美元左右。</p><p>需要看到的是，Apollo自动驾驶其实只是百度Apollo能力的一部分，Apollo的完整能力还包括智能汽车和智能交通，三者正构成Apollo前行的三驾马车。</p><p>智能汽车部分，则是以当下软件正成为特斯拉、蔚来汽车等电动汽车厂商市值重要构成部分来锚定。</p><p>从业内来看，摩根士丹利认为特斯拉FSD将占据其市值三分之一；中金认为蔚来汽车软件将占到其市值的二分之一。百度Apollo智能汽车的估值可以参考蔚来软件部分，达到300亿元美元左右，其高位可参考特斯拉FSD，即三分之一特斯拉市值，约为1000-2000亿美元。</p><p>所以很显然的是，Apollo还有更大的价值空间。特别是考虑到未来的汽车产品将不会是单一的自动驾驶技术产品，其将是高度智能化的集合体；智能交通建设也将不断深入的现实下。</p><p>所以说万亿市值，将是百度的应许之地，其实并不为过。</p>","source":"lsy1574237633468","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>同是造车，百度或许比苹果更为值得期待</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n同是造车，百度或许比苹果更为值得期待\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-31 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s?__biz=MzAwNzM3Nzg0Ng==&mid=2651071873&idx=1&sn=b499d8b8df7702f317c8b9dd1c08bbc8&chksm=808f8358b7f80a4e955123036f0fada442ddbfc1a0c3ac8457909402fd1340b3fcb104b58644&token=1761696633&lang=zh_CN#rd><strong>邻章</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场对科技互联网巨头入场造车，正报以热切期待。苹果公司被传出将于2021年发布首款汽车产品后，当日股票大涨5%；无独有偶，路透社有关百度正考虑自己生产电动汽车，并已经与汽车制造商开始就可行性进行谈判的报道，也致百度股票当日大涨14%，并且近一段时间以来，资本市场似乎正在对百度的价值进行新一轮的重估与认可，表现在股价上是其正迎来近两年来的最佳股价表现——相对于五月份的低点而言，涨幅超过一倍。市场...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MzAwNzM3Nzg0Ng==&mid=2651071873&idx=1&sn=b499d8b8df7702f317c8b9dd1c08bbc8&chksm=808f8358b7f80a4e955123036f0fada442ddbfc1a0c3ac8457909402fd1340b3fcb104b58644&token=1761696633&lang=zh_CN#rd\">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/132f855a90cc6104b0ae70be470763a6","relate_stocks":{"AAPL":"苹果","BIDU":"百度"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwNzM3Nzg0Ng==&mid=2651071873&idx=1&sn=b499d8b8df7702f317c8b9dd1c08bbc8&chksm=808f8358b7f80a4e955123036f0fada442ddbfc1a0c3ac8457909402fd1340b3fcb104b58644&token=1761696633&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125157737","content_text":"市场对科技互联网巨头入场造车，正报以热切期待。苹果公司被传出将于2021年发布首款汽车产品后，当日股票大涨5%；无独有偶，路透社有关百度正考虑自己生产电动汽车，并已经与汽车制造商开始就可行性进行谈判的报道，也致百度股票当日大涨14%，并且近一段时间以来，资本市场似乎正在对百度的价值进行新一轮的重估与认可，表现在股价上是其正迎来近两年来的最佳股价表现——相对于五月份的低点而言，涨幅超过一倍。市场为什么期待科技互联网巨头造车？虽然苹果、百度、车企对这些报道传闻均表示不予置评，但市场对此依旧是热情万丈。在此，问题也随之而来：市场为什么对科技互联网巨头造车，报有如此热情？在我看来，可能有这样几个方面的原因在相互交织。一是当前汽车市场正进入以“电动化、智能化、共享化、网联化”为核心特征的新四化时代，汽车也因此被定义为第四空间，成为承载资讯服务、娱乐休闲等当下互联网服务以及链接未来自动驾驶的新一代生态集合体。但观察汽车行业，却不难发现在汽车新四化上，传统汽车厂商其实走得相对较为迟缓，反而是造车新势力们表现良好，特别是在电动化和智能化这两大趋势上，新势力们拥有更为大胆的步伐，也得到了更多新生代用户的认可，市场对其未来发展空间，也是报以极大期待，这从汽车新势力们虽然在产品销量、盈利能力上远不及传统汽车巨头，但却纷纷上演市值反超的现实中，均可见一斑。二是市场规模超过两万亿美元的汽车市场，以其足够大的市场规模，被业界认为是科技互联网巨头们开辟新增长空间的关键钥匙，诸如市值已达两万亿的苹果，想要实现更大的市值突破，进入市场广阔的汽车市场就是其为数不多的选择。而在汽车成为第四空间趋势下，其也被视为是当前互联网人口红利渐失现实下，科技互联网巨头们获取新一轮增长的机会之地。三是汽车市场正呈现出的一大趋势是，越往后，决定汽车产品竞争力与豪华度的，将不是现有的这些要素，而是智能化能力，这使得百年汽车市场正处百年未有之大变局。而纵观行业，更能发现的一大现实是，市场的颠覆性创新，往往不会由行业内的传统巨头开启，反而是由行业外有与之存在技术交叉的跨界巨头来开启，而当下的苹果、百度等科技互联网巨头，正是具备开启汽车市场颠覆性创新的“种子选手”。从现实来看，苹果在消费电子领域，凭借领先的“工业设计、系统构建、芯片设计、供应链重塑”等实力，已经成功颠覆了众多领域，这些能力，当然也可被迁移到汽车产业中，我们从苹果在汽车领域的众多专利申请中，就可窥见苹果在汽车产品上不同于传统巨头们的一些新思路，而这些思路或将为消费者带来全新体验。再看百度，其独特优势在于其在人工智能领域拥有全球领先的技术实力，早在2013年，百度就开始布局自动驾驶技术，并在2017年就发布了旨在大幅降低行业准入门槛、助力传统车企更为快速的搭建出一套属于自己的完整的自动驾驶系统的Apollo(阿波罗)平台开放计划，志在成为自动驾驶领域的“Android系统”，当下已与吉利、广汽、一汽、蔚来等210家业内伙伴构建起了全球自动驾驶生态联盟。同是造车，百度或许比苹果更为值得期待这些现实的相互交融，使得资本市场对苹果和百度等科技互联网巨头入场造车，变得颇为期待，其实即使是传统汽车巨头，也对科技互联网巨头进入汽车市场表示非常期待，诸如大众汽车CEO赫伯特·迪斯（Herbert Diess）就表示：“我们期待迎来新的竞争者，他们一定会加速行业的变革，并带来新的技术。他们有着难以置信的高估值，以及几乎无限的资源，因此我们非常尊重他们。“而若当苹果和百度这类科技互联网巨头有朝一日真的入场造车，那么于个人而言，其实相对于苹果造车，个人更为看好“百度造车”。核心原因在于：未来汽车产品的核心竞争力，必然会落脚到汽车自动驾驶能力的竞争上。而从当前现实来看，百度相对于苹果而言，显然是更具优势的存在。苹果虽然拥有对消费需求的明锐洞察以及领先的工业设计、软件系统、芯片设计等能力，但在关乎汽车未来发展的自动驾驶技术领域，其并未展现出强势竞争力。天风国际在日前发布的《别在这时候买进Apple Car概念股》投资风险警示报告中就谈到：“虽市场目前已臆测Apple Car可能硬件规格，但我们相信Apple Car若要成功，关键不在硬件，而是大数据/AI。而截至目前为止，Apple并没有在既有产品上，展现出显著的大数据/AI竞争优势·····苹果的Apple Car正面临发布时间、硬件规格和EV/自驾车市场竞争力的三大不确定性。”但反观百度，在关乎未来汽车核心竞争力的AI能力上，却是远超苹果的存在——当下其AI能力就已被业内认可，并被市场初步验证。在第二届Apollo生态大会上，Apollo最新发布的成绩单中，能够看到：目前百度Apollo拥有自动驾驶全球专利申请数2900项，获得测试牌照总计近200张，测试里程超过700万公里，并做到了零安全事故；Apollo GO成为全球唯一在多城开展Robotaxi与Robobus运营的出行服务，接待乘客超过21万名。在智能汽车领域，百度更是将其L4自动驾驶技术降维释放到辅助驾驶产品中。Apollo智驾发布的高级别智能驾驶解决方案ANP（Apollo Navigation Pilot），不同于行业方案仅支持高速和城市环线，还可以在城市道路使用，从AVP到ANP，让Apollo实现了面向城市复杂道路的全场景自动驾驶量产解决方案。而这只是Apollo乐高式汽车智能化解决方案的冰山一角，这一方案包括高品质、更开放、可组装的“智驾、智舱、智图、智云”四大系列产品。Apollo智驾已开启大规模量产，当下广汽、威马、长城等品牌就已与百度Apollo在AVP开展了量产合作，未来3-5年预计搭载Apollo智驾产品的前装量产车将达到100万台；Apollo智舱已经与超过70家车企600款车型展开合作，并且百度还有自动驾驶必须的高精地图等能力。就像业内评价的：百度有芯片，有云计算，有国内最强ai技术，有ACE智能交通引擎，有Apollo自动驾驶，还有高精地图，就差自己造车了，完美闭环。这是百度相对于苹果造车的优势所在，也是我认为百度造车更为值得期待的原因所在，可以说百度当前已经具备了造好一辆未来汽车所必需的软实力，如果真的入场造车，那么业界所期待的软硬一体，其实百度是有极大机会实现的。万亿市值，百度的应许之地如前所言，进入汽车市场，进行整车制造，被业界认为是苹果开启下一个万亿市值的关键要素，在我看来，若苹果能够凭借造车打开万亿市值新增量，那么在自动驾驶领域领先于苹果的百度，在未来也应能成为万亿市值俱乐部中的一员。为什么这么说，能够看到，随着自动驾驶技术成为行业竞争核心要素，其实当下业内也已对百度Apollo的价值给出了大致标的。瑞银在前段时间发布的报告中，按照Waymo估值的三分之一来锚定百度Apollo自动驾驶的估值约为100亿美元。而若以此前摩根士丹利对Waymo 1050亿美元的估值来计算，那么当下百度Apollo的估值将在350亿美元左右。需要看到的是，Apollo自动驾驶其实只是百度Apollo能力的一部分，Apollo的完整能力还包括智能汽车和智能交通，三者正构成Apollo前行的三驾马车。智能汽车部分，则是以当下软件正成为特斯拉、蔚来汽车等电动汽车厂商市值重要构成部分来锚定。从业内来看，摩根士丹利认为特斯拉FSD将占据其市值三分之一；中金认为蔚来汽车软件将占到其市值的二分之一。百度Apollo智能汽车的估值可以参考蔚来软件部分，达到300亿元美元左右，其高位可参考特斯拉FSD，即三分之一特斯拉市值，约为1000-2000亿美元。所以很显然的是，Apollo还有更大的价值空间。特别是考虑到未来的汽车产品将不会是单一的自动驾驶技术产品，其将是高度智能化的集合体；智能交通建设也将不断深入的现实下。所以说万亿市值，将是百度的应许之地，其实并不为过。","news_type":1,"symbols_score_info":{"AAPL":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506153078214938","authorId":"3506153078214938","name":"雪崩","avatar":"https://static.tigerbbs.com/51161e985eca732d547e36570f5522dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3506153078214938","idStr":"3506153078214938"},"content":"你看百度做成功过什么？团购外卖打车地图，搜索干不过谷歌，国家保护才活着，他们的经纪人不会做产品。每年招那么多高素质人才，打不过。","text":"你看百度做成功过什么？团购外卖打车地图，搜索干不过谷歌，国家保护才活着，他们的经纪人不会做产品。每年招那么多高素质人才，打不过。","html":"你看百度做成功过什么？团购外卖打车地图，搜索干不过谷歌，国家保护才活着，他们的经纪人不会做产品。每年招那么多高素质人才，打不过。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977744993,"gmtCreate":1601897916312,"gmtModify":1703825319263,"author":{"id":"3563871956693501","authorId":"3563871956693501","name":"每天有新高","avatar":"https://static.tigerbbs.com/872fc34821e8b13224b0d415b62b08ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563871956693501","idStr":"3563871956693501"},"themes":[],"htmlText":"支持特朗普连任！你是不可战胜的！","listText":"支持特朗普连任！你是不可战胜的！","text":"支持特朗普连任！你是不可战胜的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/977744993","repostId":"1125475153","repostType":4,"isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133946756,"gmtCreate":1621690199575,"gmtModify":1621696354984,"author":{"id":"3563871956693501","authorId":"3563871956693501","name":"每天有新高","avatar":"https://static.tigerbbs.com/872fc34821e8b13224b0d415b62b08ab","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563871956693501","idStr":"3563871956693501"},"themes":[],"htmlText":"<a 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