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Ivan55

Ivan55

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2021-04-30

Great

抱歉，原内容已删除

2021-05-16

还可以买吗？

抱歉，原内容已删除

2021-05-25

[开心]

大摩：这是未来一年内全球市场的四大核心忧虑

2021-08-15

哇好

华尔街看涨水平创近20年新高，分析师警告：物极必反

2021-08-04

很难跌的啦

抱歉，原内容已删除

2021-05-10

Wow

抱歉，原内容已删除

2021-08-10

这次真的吃草

靓丽非农可能是压垮美股牛市的“最后一根稻草”？

2021-06-22

Great

抱歉，原内容已删除

2021-05-12

Wow

Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores<blockquote>Beyond Meat公司表示，今年6月，Beyond Meatballs将首次在2,100家沃尔玛商店发售</blockquote>

2021-05-11

Nice

Palantir stock pulls back despite Q1 revenue beat, upside sales guidance<blockquote>尽管第一季度收入超出预期，销售指引上行，Palantir股价仍回落</blockquote>

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Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。</p>\n<p>“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”</p>\n<p>车企与芯企“抱团取暖”</p>\n<p>近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。</p>\n<p><b>这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。</b></p>\n<p>戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。</p>\n<p>高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”</p>\n<p>高通在本周早些时候表示，该公司的芯片将用于<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与<a href=\"https://laohu8.com/S/GM\">通用汽车</a>在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。</p>\n<p>英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>的自动驾驶技术，启动一项<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和<a href=\"https://laohu8.com/S/F\">福特汽车</a>等知名汽车制造商的驾驶辅助功能提供技术。</p>\n<p>如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。</p>\n<p>特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。</p>\n<p>芯片和汽车行业的相互依赖只会加速</p>\n<p>分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。</p>\n<p>IHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。</p>\n<p>英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。</p>\n<p>国内车企也是如此，<b>自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式</b>，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。</p>\n<p>中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。</p>\n<p><a href=\"https://laohu8.com/S/000750\">国海证券</a>在上周发布的研报中写道：</p>\n<blockquote>\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。\n</blockquote>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片荒下，汽车公司和半导体公司“抱团取暖”</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芯片荒下，汽车公司和半导体公司“抱团取暖”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 16:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3640270><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640270\">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/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"NVDA":"英伟达","QCOM":"高通","INTC":"英特尔"},"source_url":"https://wallstreetcn.com/articles/3640270","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122725675","content_text":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们一直在建立更紧密的联系以解决短缺问题，并共同推出新产品。\n芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。\n据华尔街日报报道，英特尔首席执行官Pat Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。\n“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”\n车企与芯企“抱团取暖”\n近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。\n这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。\n戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。\n高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”\n高通在本周早些时候表示，该公司的芯片将用于雷诺新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与通用汽车在智能驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。\n英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用Mobileye的自动驾驶技术，启动一项机器人出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和福特汽车等知名汽车制造商的驾驶辅助功能提供技术。\n如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在苹果和特斯拉担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。\n特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。\n芯片和汽车行业的相互依赖只会加速\n分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS Markit 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。\nIHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。\n英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。\n国内车企也是如此，自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与英飞凌合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。\n中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。\n国海证券在上周发布的研报中写道：\n\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":3220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883444964,"gmtCreate":1631267512658,"gmtModify":1632883542276,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"定定","listText":"定定","text":"定定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883444964","repostId":"2166232159","repostType":2,"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880866851,"gmtCreate":1631033257173,"gmtModify":1632904436391,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"惨了","listText":"惨了","text":"惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880866851","repostId":"1134018232","repostType":4,"isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880866140,"gmtCreate":1631033225580,"gmtModify":1632904436515,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"📉跌","listText":"📉跌","text":"📉跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880866140","repostId":"2165354950","repostType":2,"repost":{"id":"2165354950","kind":"news","pubTimestamp":1631026460,"share":"https://www.laohu8.com/m/news/2165354950?lang=zh_CN&edition=full","pubTime":"2021-09-07 22:54","market":"us","language":"zh","title":"美股区块链板块走低 比特币跌破50000美元/枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2165354950","media":"格隆汇","summary":"格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。","content":"<html><body><p>格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。</p></body></html>","source":"stock_gelonghui","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>美股区块链板块走低 比特币跌破50000美元/枚</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{ 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href=\"https://www.gelonghui.com/news/detail.html?id=612197\">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/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"CAN":"嘉楠科技","BTBT":"Bit Digital, Inc.","EBON":"亿邦国际"},"source_url":"https://www.gelonghui.com/news/detail.html?id=612197","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165354950","content_text":"格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。","news_type":1,"symbols_score_info":{"EBON":1,"CAN":1,"BTCmain":1,"XBTmain":1,"BTBT":0.9,"BTCM":0.9}},"isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830107296,"gmtCreate":1629022702515,"gmtModify":1633687905493,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"哇好","listText":"哇好","text":"哇好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830107296","repostId":"2159212249","repostType":4,"repost":{"id":"2159212249","kind":"highlight","pubTimestamp":1629004050,"share":"https://www.laohu8.com/m/news/2159212249?lang=zh_CN&edition=full","pubTime":"2021-08-15 13:07","market":"us","language":"zh","title":"华尔街看涨水平创近20年新高，分析师警告：物极必反","url":"https://stock-news.laohu8.com/highlight/detail?id=2159212249","media":"华尔街见闻","summary":"企业很难维持高估值，盈利增长可能已经见顶，将在未来几个月内放缓。","content":"<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。</p>\n<p>多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。</p>\n<h2>华尔街看涨水平创20年来新高</h2>\n<p>据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。</p>\n<p>在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。</p>\n<p>虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。</p>\n<p>信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：</p>\n<blockquote>\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n</blockquote>\n<h2>企业盈利强劲 推高股市</h2>\n<p>在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。</p>\n<p>根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。</p>\n<p>与此同时，<b>标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。</b></p>\n<p>这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。</p>\n<p>这帮助推动美国股市创下了新高。</p>\n<p>今年到目前为止，<b>标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍</b>，当时疫情的侵袭使全球金融市场陷入混乱。</p>\n<p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>全球配置基金的投资组合经理Russ Koesterich说：</p>\n<blockquote>\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n</blockquote>\n<p>在上调了企业的盈利增长预期后，<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的分析师近期紧接着上调了12个月内对标普500指数的预期。</p>\n<p>根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。</p>\n<h2>股市仍存在下行风险</h2>\n<p>尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，<b>企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。</b></p>\n<p>而美国企业盈利面临的另一个不利因素是，<b>在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。</b></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>的高级市场策略师Lale Akoner指出：</p>\n<blockquote>\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n</blockquote>\n<p>对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理公司首席全球策略师David Kelly表示：</p>\n<blockquote>\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n</blockquote>\n<p>华尔街见闻此前提及，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。</p>\n<p>Jones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：</p>\n<blockquote>\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。\n</blockquote>","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>华尔街看涨水平创近20年新高，分析师警告：物极必反</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{ 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#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华尔街看涨水平创近20年新高，分析师警告：物极必反\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 13:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637965><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637965\">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/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637965","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159212249","content_text":"企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。\n在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。\n虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。\n信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：\n\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n\n企业盈利强劲 推高股市\n在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。\n根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。\n与此同时，标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。\n这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。\n这帮助推动美国股市创下了新高。\n今年到目前为止，标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍，当时疫情的侵袭使全球金融市场陷入混乱。\n\n据金融时报报道，贝莱德全球配置基金的投资组合经理Russ Koesterich说：\n\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 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21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。</p>\n<p><img src=\"https://static.tigerbbs.com/bb882c9bf611ccba38e913297b758d83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154453999","content_text":"8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。","news_type":1,"symbols_score_info":{"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":3631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896257574,"gmtCreate":1628587684298,"gmtModify":1633745941031,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"这次真的吃草","listText":"这次真的吃草","text":"这次真的吃草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896257574","repostId":"1177833201","repostType":4,"repost":{"id":"1177833201","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1628569278,"share":"https://www.laohu8.com/m/news/1177833201?lang=zh_CN&edition=full","pubTime":"2021-08-10 12:21","market":"us","language":"zh","title":"靓丽非农可能是压垮美股牛市的“最后一根稻草”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177833201","media":"英为财情Investing","summary":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9","content":"<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</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>靓丽非农可能是压垮美股牛市的“最后一根稻草”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n靓丽非农可能是压垮美股牛市的“最后一根稻草”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-08-10 12:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177833201","content_text":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。\n（非农就业人数，来自英为财情Investing.com财经日历）\n这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。\n在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。\n（美股三大股指走势图来自英为财情Investing.com）\n从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？\n美股牛市根基受到动摇？美联储或很快开启减码\n强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。\n华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。\n债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。\n与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。\n值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。\n华尔街意见不一，美银预计美股年末暴跌14%？\n眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。\n其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。\n此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。\n同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。\n但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。\n总 结\n受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890198390,"gmtCreate":1628085919610,"gmtModify":1633753735772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"很难跌的啦","listText":"很难跌的啦","text":"很难跌的啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890198390","repostId":"2156717176","repostType":4,"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802497453,"gmtCreate":1627793752072,"gmtModify":1633756308721,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"好想真的很够力","listText":"好想真的很够力","text":"好想真的很够力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802497453","repostId":"2155391163","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803442421,"gmtCreate":1627460207763,"gmtModify":1633764790429,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803442421","repostId":"2154947640","repostType":2,"repost":{"id":"2154947640","kind":"news","pubTimestamp":1627459560,"share":"https://www.laohu8.com/m/news/2154947640?lang=zh_CN&edition=full","pubTime":"2021-07-28 16:06","market":"us","language":"zh","title":"苹果美股盘前跌1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2154947640","media":"36氪","summary":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，截至发稿，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度<span>每股收益</span>1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于<span>汇率</span>、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</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>苹果美股盘前跌1.5%</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; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&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/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281606047c263e8f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154947640","content_text":"36氪获悉，截至发稿，苹果美股盘前跌1.5%。苹果2021财年第三季度营收814亿美元，市场预期738.2亿美元；第三季度每股收益1.30美元，市场预估1.01美元。苹果首席财务官卢卡·马埃斯特里指出，由于汇率、服务业务增长放缓以及iPhone和iPad的供应限制，预计第四财季苹果营收同比增幅将低于第三财季（36%）。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803442807,"gmtCreate":1627460172009,"gmtModify":1633764790769,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"还能进吗","listText":"还能进吗","text":"还能进吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803442807","repostId":"1131636938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809255977,"gmtCreate":1627374360699,"gmtModify":1633765610857,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"也对","listText":"也对","text":"也对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809255977","repostId":"1183270387","repostType":2,"repost":{"id":"1183270387","kind":"news","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":1627374030,"share":"https://www.laohu8.com/m/news/1183270387?lang=zh_CN&edition=full","pubTime":"2021-07-27 16:20","market":"us","language":"zh","title":"中概教育股盘前反弹，好未来涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183270387","media":"老虎资讯综合","summary":"7月27日，中概教育股盘前反弹，好未来涨超8%，新东方、高途涨超4%。","content":"<p>7月27日，中概教育股盘前反弹，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/f710c3326dc4dac87ec8a3c02fbaa4ea\" tg-width=\"364\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概教育股盘前反弹，好未来涨超8%</title>\n<style 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href=\"https://laohu8.com/S/TAL\">好未来</a>涨超8%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超4%。</p>\n<p><img src=\"https://static.tigerbbs.com/f710c3326dc4dac87ec8a3c02fbaa4ea\" tg-width=\"364\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"EDU":"新东方","TAL":"好未来","GOTU":"高途"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183270387","content_text":"7月27日，中概教育股盘前反弹，好未来涨超8%，新东方、高途涨超4%。","news_type":1,"symbols_score_info":{"GOTU":0.9,"EDU":0.9,"TAL":0.9}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809679909,"gmtCreate":1627369228901,"gmtModify":1633765658784,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"中芯看你了这次","listText":"中芯看你了这次","text":"中芯看你了这次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809679909","repostId":"1199944196","repostType":2,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800875944,"gmtCreate":1627294653288,"gmtModify":1633766439991,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"Cun 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171384146","repostId":"1168911346","repostType":4,"repost":{"id":"1168911346","kind":"news","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":1626701522,"share":"https://www.laohu8.com/m/news/1168911346?lang=zh_CN&edition=full","pubTime":"2021-07-19 21:32","market":"us","language":"zh","title":"开盘：Five9涨超5%！中概股、石油股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1168911346","media":"老虎资讯综合","summary":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概","content":"<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></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>开盘：Five9涨超5%！中概股、石油股普跌</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开盘：Five9涨超5%！中概股、石油股普跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-19 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c358d2f0bb3878bc9ea60b590a08abf1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">国际原油期货大跌拖累石油股走低，<a href=\"https://laohu8.com/S/SLB\">斯伦贝谢</a>跌超5%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>跌超3%，<a href=\"https://laohu8.com/S/BP\">英国石油</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌超2%。</p>\n<p>中概股普跌，<a href=\"https://laohu8.com/S/CPOP\">普普文化</a>跌逾11%，<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌逾5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌4%。</p>\n<p>美股航空股走低，美联航跌近5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>跌超3%。</p>\n<p>Five9涨约5.5%，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>拟以约147亿美元收购该公司。</p>\n<p>Red Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。</p>\n<p>半导体公司<a href=\"https://laohu8.com/S/AEHR\">Aehr Test Systems</a>涨43%，该公司第四财季净销售额翻倍。</p>\n<p><a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名<a href=\"https://laohu8.com/S/XNET\">迅雷</a>等。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF",".DJI":"道琼斯","FIVN":"Five9 Inc",".SPX":"S&P 500 Index","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168911346","content_text":"7月19日，美股三大指数集体低开，道指跌1.46%，纳指跌1.28%，标普500指数跌1.3%。\n国际原油期货大跌拖累石油股走低，斯伦贝谢跌超5%，埃克森美孚跌超3%，英国石油、雪佛龙跌超2%。\n中概股普跌，普普文化跌逾11%，知乎、新东方跌逾5%，蔚来跌4%。\n美股航空股走低，美联航跌近5%，达美航空、波音跌超3%。\nFive9涨约5.5%，Zoom拟以约147亿美元收购该公司。\nRed Cat Holdings跌39%，此前宣布以每股4.5美元的价格发行超1333万普通股。\n半导体公司Aehr Test Systems涨43%，该公司第四财季净销售额翻倍。\n迅雷跌超5%，江苏省消保委通报PC端应用软件网络弹窗调查情况，点名迅雷等。","news_type":1,"symbols_score_info":{".DJI":0.9,"QNETCN":0.9,".IXIC":0.9,".SPX":0.9,"TTTN":0.9,"FIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170711925,"gmtCreate":1626450723267,"gmtModify":1633926599427,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170711925","repostId":"1135978719","repostType":4,"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147840704,"gmtCreate":1626352672008,"gmtModify":1633927620170,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582093335834399","idStr":"3582093335834399"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147840704","repostId":"1172577211","repostType":2,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":103880061,"gmtCreate":1619766508753,"gmtModify":1634210073521,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/103880061","repostId":"2131534297","repostType":4,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192895812,"gmtCreate":1621173398036,"gmtModify":1634193597240,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"还可以买吗？","listText":"还可以买吗？","text":"还可以买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/192895812","repostId":"1164480285","repostType":4,"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131464207,"gmtCreate":1621876617909,"gmtModify":1634185875875,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131464207","repostId":"2137133573","repostType":4,"repost":{"id":"2137133573","kind":"highlight","pubTimestamp":1621827990,"share":"https://www.laohu8.com/m/news/2137133573?lang=zh_CN&edition=full","pubTime":"2021-05-24 11:46","market":"us","language":"zh","title":"大摩：这是未来一年内全球市场的四大核心忧虑","url":"https://stock-news.laohu8.com/highlight/detail?id=2137133573","media":"华尔街见闻","summary":"摩根士丹利分析师Andrew Sheets指出，金融危机后十年，经济风险倾向于下行，市场关注焦点是央行会如何刺激增长。但眼下我们面临一个“踩油门多，踩刹车少”的全球经济，主宰市场走势的核心问题也发生了变化。","content":"<p>一场席卷全球的疫情改变了全球经济的面貌，史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭，主宰市场走势的核心问题也发生了变化。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>首席跨资产策略师Andrew Sheets近日放眼长期，指出眼下的经济和市场情况，和后金融危机时代的那十年相比，已经大有不同。</p>\n<p><b>后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化，以及央行先发制人地遏制通胀风险：</b></p>\n<blockquote>\n 事实上，尽管我们常常将“宽松政策”与上一个周期联系在一起，但中国央行在2010年就开始紧缩、欧洲央行2011年的加息以及美联储2015年的加息都是为了将通胀扼杀在萌芽状态的积极早期举措。\n</blockquote>\n<p>反观眼下，财政宽松、低息贷款、强劲的消费和投资成为经济引擎上的四大气缸：</p>\n<blockquote>\n 财政政策史无前例地扩张，美国、欧洲和中国的消费状况良好，储蓄水平达到创纪录水平。我们还看到了一个“炽热的资本支出周期”，公共和私人部门投资都在增加，同时全球实际利率仍接近历史低点。\n</blockquote>\n<p><b>然而，面对强劲的增长，全球央行反应依然淡定。</b>对于美联储来说，关注焦点依然是居高不下的失业率以及平均通胀目标，对于欧洲央行，焦点在于长期通胀依然低于预期。</p>\n<p><b>Sheets总结道，这是一个“踩油门多，踩刹车少”的全球经济。</b>这意味着全球经济面临的风险情况也有所不同。过去10年，风险往往倾向于下行，市场关注焦点是，央行会想出什么样的新宽松形式来对抗疲弱。</p>\n<p><b>现在增长无虞，因此主宰市场的核心忧虑在于:</b></p>\n<blockquote>\n 1. 经济复苏是否会导致通胀?2. 这会否改变央行政策?3. 这是否会导致利润和税收压力?4. 强劲的增长是否已经体现在价格上了?\n</blockquote>\n<p>Sheets指出，如果这些是主导未来6-12个月的“担忧”，那么它们不会“平均”地作用于全球市场，对不同市场和资产，有不同的影响：</p>\n<blockquote>\n 对于美国股票和信贷，以及新兴市场领域，这些担忧将成为首要和中心问题。但对欧洲和日本来说，过高估值、高通胀、强硬政策转变或新企业税等问题似乎要遥远得多。\n</blockquote>\n<p><b>更热的周期也可能意味着更短的周期，以及异常快的正常化。</b>Sheets认为，这种情况不利于信贷：</p>\n<blockquote>\n 这一资产类别往往在周期初期和衰退后表现突出，此时增长复苏，企业专注于业务以保证生存。但随着市场升温，额外的增长并不意味着投资者能从公司债券中获得任何额外的收入。在跨资产的基础上，根据我们最新的12个月预测，信贷表现不佳，相对于其他资产，信贷风险溢价看起来很高。\n</blockquote>","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>大摩：这是未来一年内全球市场的四大核心忧虑</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; 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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大摩：这是未来一年内全球市场的四大核心忧虑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631062><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一场席卷全球的疫情改变了全球经济的面貌，史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭，主宰市场走势的核心问题也发生了变化。\n摩根士丹利首席跨资产策略师Andrew Sheets近日放眼长期，指出眼下的经济和市场情况，和后金融危机时代的那十年相比，已经大有不同。\n后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化，以及央行先发制人地遏制通胀风险：\n\n 事实上，尽管...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631062\">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/d2488184ce4815610e2426c10250da75","relate_stocks":{"MS":"摩根士丹利"},"source_url":"https://wallstreetcn.com/articles/3631062","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137133573","content_text":"一场席卷全球的疫情改变了全球经济的面貌，史无前例的财政和货币政策刺激将全球经济一把拽出了后金融危机时期长期停滞的泥潭，主宰市场走势的核心问题也发生了变化。\n摩根士丹利首席跨资产策略师Andrew Sheets近日放眼长期，指出眼下的经济和市场情况，和后金融危机时代的那十年相比，已经大有不同。\n后金融危机时期的标签是财政紧缩、低投资、消费者去杠杆化，以及央行先发制人地遏制通胀风险：\n\n 事实上，尽管我们常常将“宽松政策”与上一个周期联系在一起，但中国央行在2010年就开始紧缩、欧洲央行2011年的加息以及美联储2015年的加息都是为了将通胀扼杀在萌芽状态的积极早期举措。\n\n反观眼下，财政宽松、低息贷款、强劲的消费和投资成为经济引擎上的四大气缸：\n\n 财政政策史无前例地扩张，美国、欧洲和中国的消费状况良好，储蓄水平达到创纪录水平。我们还看到了一个“炽热的资本支出周期”，公共和私人部门投资都在增加，同时全球实际利率仍接近历史低点。\n\n然而，面对强劲的增长，全球央行反应依然淡定。对于美联储来说，关注焦点依然是居高不下的失业率以及平均通胀目标，对于欧洲央行，焦点在于长期通胀依然低于预期。\nSheets总结道，这是一个“踩油门多，踩刹车少”的全球经济。这意味着全球经济面临的风险情况也有所不同。过去10年，风险往往倾向于下行，市场关注焦点是，央行会想出什么样的新宽松形式来对抗疲弱。\n现在增长无虞，因此主宰市场的核心忧虑在于:\n\n 1. 经济复苏是否会导致通胀?2. 这会否改变央行政策?3. 这是否会导致利润和税收压力?4. 强劲的增长是否已经体现在价格上了?\n\nSheets指出，如果这些是主导未来6-12个月的“担忧”，那么它们不会“平均”地作用于全球市场，对不同市场和资产，有不同的影响：\n\n 对于美国股票和信贷，以及新兴市场领域，这些担忧将成为首要和中心问题。但对欧洲和日本来说，过高估值、高通胀、强硬政策转变或新企业税等问题似乎要遥远得多。\n\n更热的周期也可能意味着更短的周期，以及异常快的正常化。Sheets认为，这种情况不利于信贷：\n\n 这一资产类别往往在周期初期和衰退后表现突出，此时增长复苏，企业专注于业务以保证生存。但随着市场升温，额外的增长并不意味着投资者能从公司债券中获得任何额外的收入。在跨资产的基础上，根据我们最新的12个月预测，信贷表现不佳，相对于其他资产，信贷风险溢价看起来很高。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830107296,"gmtCreate":1629022702515,"gmtModify":1633687905493,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"哇好","listText":"哇好","text":"哇好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830107296","repostId":"2159212249","repostType":4,"repost":{"id":"2159212249","kind":"highlight","pubTimestamp":1629004050,"share":"https://www.laohu8.com/m/news/2159212249?lang=zh_CN&edition=full","pubTime":"2021-08-15 13:07","market":"us","language":"zh","title":"华尔街看涨水平创近20年新高，分析师警告：物极必反","url":"https://stock-news.laohu8.com/highlight/detail?id=2159212249","media":"华尔街见闻","summary":"企业很难维持高估值，盈利增长可能已经见顶，将在未来几个月内放缓。","content":"<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。</p>\n<p>多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。</p>\n<h2>华尔街看涨水平创20年来新高</h2>\n<p>据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。</p>\n<p>在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。</p>\n<p>虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。</p>\n<p>信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：</p>\n<blockquote>\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n</blockquote>\n<h2>企业盈利强劲 推高股市</h2>\n<p>在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。</p>\n<p>根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。</p>\n<p>与此同时，<b>标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。</b></p>\n<p>这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。</p>\n<p>这帮助推动美国股市创下了新高。</p>\n<p>今年到目前为止，<b>标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍</b>，当时疫情的侵袭使全球金融市场陷入混乱。</p>\n<p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>全球配置基金的投资组合经理Russ Koesterich说：</p>\n<blockquote>\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n</blockquote>\n<p>在上调了企业的盈利增长预期后，<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的分析师近期紧接着上调了12个月内对标普500指数的预期。</p>\n<p>根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。</p>\n<h2>股市仍存在下行风险</h2>\n<p>尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，<b>企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。</b></p>\n<p>而美国企业盈利面临的另一个不利因素是，<b>在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。</b></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>的高级市场策略师Lale Akoner指出：</p>\n<blockquote>\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n</blockquote>\n<p>对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理公司首席全球策略师David Kelly表示：</p>\n<blockquote>\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n</blockquote>\n<p>华尔街见闻此前提及，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。</p>\n<p>Jones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：</p>\n<blockquote>\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。\n</blockquote>","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>华尔街看涨水平创近20年新高，分析师警告：物极必反</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华尔街看涨水平创近20年新高，分析师警告：物极必反\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 13:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637965><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637965\">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/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637965","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159212249","content_text":"企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。\n在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。\n虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。\n信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：\n\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n\n企业盈利强劲 推高股市\n在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。\n根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。\n与此同时，标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。\n这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。\n这帮助推动美国股市创下了新高。\n今年到目前为止，标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍，当时疫情的侵袭使全球金融市场陷入混乱。\n\n据金融时报报道，贝莱德全球配置基金的投资组合经理Russ Koesterich说：\n\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890198390,"gmtCreate":1628085919610,"gmtModify":1633753735772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"很难跌的啦","listText":"很难跌的啦","text":"很难跌的啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890198390","repostId":"2156717176","repostType":4,"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190599012,"gmtCreate":1620630382336,"gmtModify":1634197549739,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190599012","repostId":"2134686276","repostType":4,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896257574,"gmtCreate":1628587684298,"gmtModify":1633745941031,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"这次真的吃草","listText":"这次真的吃草","text":"这次真的吃草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896257574","repostId":"1177833201","repostType":4,"repost":{"id":"1177833201","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1628569278,"share":"https://www.laohu8.com/m/news/1177833201?lang=zh_CN&edition=full","pubTime":"2021-08-10 12:21","market":"us","language":"zh","title":"靓丽非农可能是压垮美股牛市的“最后一根稻草”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177833201","media":"英为财情Investing","summary":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9","content":"<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</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>靓丽非农可能是压垮美股牛市的“最后一根稻草”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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靓丽非农可能是压垮美股牛市的“最后一根稻草”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-08-10 12:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177833201","content_text":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。\n（非农就业人数，来自英为财情Investing.com财经日历）\n这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。\n在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。\n（美股三大股指走势图来自英为财情Investing.com）\n从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？\n美股牛市根基受到动摇？美联储或很快开启减码\n强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。\n华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。\n债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。\n与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。\n值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。\n华尔街意见不一，美银预计美股年末暴跌14%？\n眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。\n其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。\n此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。\n同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。\n但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。\n总 结\n受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120380861,"gmtCreate":1624298937253,"gmtModify":1634008169746,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120380861","repostId":"1171966944","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191089143,"gmtCreate":1620827723982,"gmtModify":1634196021584,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191089143","repostId":"2134196326","repostType":2,"repost":{"id":"2134196326","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com 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Stores.</bynd.o></p><p><blockquote><html><body>Beyond Meat公司<bynd.o>：Beyond Meat公司——今年6月，Beyond Meatballs将首次在2,100家沃尔玛商店发售。</bynd.o></body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></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>Beyond Meat Inc Says This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores<blockquote>Beyond Meat公司表示，今年6月，Beyond Meatballs将首次在2,100家沃尔玛商店发售</blockquote></title>\n<style 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</p>\n<p class=\"h-time smaller\">2021-05-12 21:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>Beyond Meat Inc <bynd.o>:Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.</bynd.o></p><p><blockquote><html><body>Beyond Meat公司<bynd.o>：Beyond Meat公司——今年6月，Beyond Meatballs将首次在2,100家沃尔玛商店发售。</bynd.o></body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LABP":"Landos Biopharma, Inc.","TIME":"Clockwise Core Equity & Innovation ETF","LHDX":"Lucira Health, Inc.","FBNC":"第一万能金控","WMT":"沃尔玛","THFF":"First Financial Corporation Indi","BYND":"Beyond Meat, Inc.","FNLC":"第一万通金控","FFBC":"第一金融银行股份","SANA":"Sana Biotechnology, Inc.","CGEM":"Cullinan Therapeutics"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134196326","content_text":"Beyond Meat Inc :Beyond Meat Inc - This June, Beyond Meatballs Will Be Available For First Time At 2,100 Walmart Stores.","news_type":1,"symbols_score_info":{"TIME":1,"TWX":1,"SANA":1,"FFBC":1,"CGEM":1,"LABP":1,"LHDX":1,"WMT":1,"FBNC":1,"THFF":1,"BYND":1,"APR":1,"FNLC":1}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193092195,"gmtCreate":1620738926117,"gmtModify":1634196714128,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582093335834399","authorIdStr":"3582093335834399"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193092195","repostId":"1136406157","repostType":4,"repost":{"id":"1136406157","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620731152,"share":"https://www.laohu8.com/m/news/1136406157?lang=zh_CN&edition=full","pubTime":"2021-05-11 19:05","market":"us","language":"en","title":"Palantir stock pulls back despite Q1 revenue beat, upside sales guidance<blockquote>尽管第一季度收入超出预期，销售指引上行，Palantir股价仍回落</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136406157","media":"Tiger Newspress","summary":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended M","content":"<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><p><blockquote>（5月11日）Palantir Technologies Inc.今天公布了截至2021年3月31日的第一季度财务业绩。</blockquote></p><p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><blockquote><ul><li>Palantir Technologies：第一季度非GAAP每股收益为0.04美元，符合预期；GAAP每股收益为-0.07美元，超过预期为0.01美元。</li><li>收入3.41亿美元（同比增长48.7%）超过预期869万美元。</li><li>第一季度调整后营业利润率为34%，而指引为23%。</li><li>运营现金流为1.17亿美元，同比增加4.04亿美元，利润率为34%</li><li>调整后自由现金流为1.51亿美元，同比增加4.41亿美元，利润率为44%。</li><li>PLTR预计2021年第二季度收入为3.6亿美元（共识：3.4289亿美元），调整后营业利润率为23%。</li></ul>第一季度业绩公布后，Palantir股价盘前下跌近5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Q1 2021 Highlights</b></p><p><blockquote><b>2021年第一季度亮点</b></blockquote></p><p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><b>Outlook</b></p><p><blockquote><ul><li>总收入同比增长49%至3.41亿美元</li><li>美国商业收入同比增长72%</li><li>美国政府收入同比增长83%</li><li>运营现金流为1.17亿美元，同比增加4.04亿美元，利润率为34%</li><li>调整后自由现金流为1.51亿美元，同比增加4.41亿美元，利润率为44%</li><li>GAAP稀释后每股净亏损为(0.07)美元</li><li>调整后稀释每股收益为0.04美元</li></ul><b>世界观</b></blockquote></p><p>For Q2 2021, we expect:</p><p><blockquote>对于2021年第二季度，我们预计：</blockquote></p><p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul>For full year 2021, we expect:</p><p><blockquote><ul><li>收入3.6亿美元，收入同比增长43%。</li><li>调整后营业利润率为23%。</li></ul>对于2021年全年，我们预计：</blockquote></p><p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><p><blockquote><ul><li>调整后自由现金流超过1.5亿美元。</li></ul>根据我们首席执行官Alex Karp提供的长期指导政策，我们继续期望：</blockquote></p><p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul></p><p><blockquote><ul><li>2021年至2025年年收入增长30%或更多。</li></ul></blockquote></p><p></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>Palantir stock pulls back despite Q1 revenue beat, upside sales guidance<blockquote>尽管第一季度收入超出预期，销售指引上行，Palantir股价仍回落</blockquote></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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#7E829C; margin: 0;}\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\">\nPalantir stock pulls back despite Q1 revenue beat, upside sales guidance<blockquote>尽管第一季度收入超出预期，销售指引上行，Palantir股价仍回落</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-11 19:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(May 11)&nbsp;Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.</p><p><blockquote>（5月11日）Palantir Technologies Inc.今天公布了截至2021年3月31日的第一季度财务业绩。</blockquote></p><p><ul><li>Palantir Technologies&nbsp;: Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.</li><li>Revenue of $341M (+48.7% Y/Y)beats by $8.69M.</li><li>Q1 adjusted operating margin of 34% vs. a guidance of 23%.</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.</li><li>For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.</li></ul>Palantir stock falls nearly&nbsp;5% premarket after Q1 results.</p><p><blockquote><ul><li>Palantir Technologies：第一季度非GAAP每股收益为0.04美元，符合预期；GAAP每股收益为-0.07美元，超过预期为0.01美元。</li><li>收入3.41亿美元（同比增长48.7%）超过预期869万美元。</li><li>第一季度调整后营业利润率为34%，而指引为23%。</li><li>运营现金流为1.17亿美元，同比增加4.04亿美元，利润率为34%</li><li>调整后自由现金流为1.51亿美元，同比增加4.41亿美元，利润率为44%。</li><li>PLTR预计2021年第二季度收入为3.6亿美元（共识：3.4289亿美元），调整后营业利润率为23%。</li></ul>第一季度业绩公布后，Palantir股价盘前下跌近5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/a8257a631e6376060c40034cf92263fd\" tg-width=\"786\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Q1 2021 Highlights</b></p><p><blockquote><b>2021年第一季度亮点</b></blockquote></p><p><ul><li>Total revenue grew 49% year-over-year to $341 million</li><li>US commercial revenue grew 72% year-over-year</li><li>US government revenue grew 83% year-over-year</li><li>Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% margin</li><li>Adjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin</li><li>GAAP net loss per share, diluted of $(0.07)</li><li>Adjusted earnings per share, diluted of $0.04</li></ul><b>Outlook</b></p><p><blockquote><ul><li>总收入同比增长49%至3.41亿美元</li><li>美国商业收入同比增长72%</li><li>美国政府收入同比增长83%</li><li>运营现金流为1.17亿美元，同比增加4.04亿美元，利润率为34%</li><li>调整后自由现金流为1.51亿美元，同比增加4.41亿美元，利润率为44%</li><li>GAAP稀释后每股净亏损为(0.07)美元</li><li>调整后稀释每股收益为0.04美元</li></ul><b>世界观</b></blockquote></p><p>For Q2 2021, we expect:</p><p><blockquote>对于2021年第二季度，我们预计：</blockquote></p><p><ul><li>$360 million in revenue, representing year-over-year revenue growth of 43%.</li><li>Adjusted operating margin of 23%.</li></ul>For full year 2021, we expect:</p><p><blockquote><ul><li>收入3.6亿美元，收入同比增长43%。</li><li>调整后营业利润率为23%。</li></ul>对于2021年全年，我们预计：</blockquote></p><p><ul><li>Adjusted free cash flow in excess of $150 million.</li></ul>Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:</p><p><blockquote><ul><li>调整后自由现金流超过1.5亿美元。</li></ul>根据我们首席执行官Alex Karp提供的长期指导政策，我们继续期望：</blockquote></p><p><ul><li>Annual revenue growth of 30% or greater for 2021 through 2025.</li></ul></p><p><blockquote><ul><li>2021年至2025年年收入增长30%或更多。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136406157","content_text":"(May 11) Palantir Technologies Inc.  today announced financial results for the first quarter ended March 31, 2021.Palantir Technologies : Q1 Non-GAAP EPS of $0.04 in-line; GAAP EPS of -$0.07beats by $0.01.Revenue of $341M (+48.7% Y/Y)beats by $8.69M.Q1 adjusted operating margin of 34% vs. a guidance of 23%.Cash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% margin.For Q2 2021, PLTR expects $360 million in revenue (consensus: $342.89M) and Adjusted operating margin of 23%.Palantir stock falls nearly 5% premarket after Q1 results.Q1 2021 HighlightsTotal revenue grew 49% year-over-year to $341 millionUS commercial revenue grew 72% year-over-yearUS government revenue grew 83% year-over-yearCash flow from operations of $117 million, up $404 million year-over-year, and representing a 34% marginAdjusted free cash flow of $151 million, up $441 million year-over-year, and representing a 44% marginGAAP net loss per share, diluted of $(0.07)Adjusted earnings per share, diluted of $0.04OutlookFor Q2 2021, we expect:$360 million in revenue, representing year-over-year revenue growth of 43%.Adjusted operating margin of 23%.For full year 2021, we expect:Adjusted free cash flow in excess of $150 million.Per long-term guidance policy, as provided by our Chief Executive Officer,Alex Karp, we continue to expect:Annual revenue growth of 30% or greater for 2021 through 2025.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}