随势而动的个人主页 - 老虎社区

随势而动

随势而动

不要怂就是干

IP属地：北京

112关注

13粉丝

8主题

0勋章

2024-10-02

老虎卡片大作战

2023-08-01

又一轮炒作

抱歉，原内容已删除

2023-01-03

t不安逸，套现

抱歉，原内容已删除

2023-01-03

2023新的机会

2022-10-10

$三倍做多富时中国ETF-Direxion(YINN)$往下砸

2022-10-04

$大健云仓(GCT)$比预期弱很多，连反弹都没有！！！！

2022-10-01

$大健云仓(GCT)$等待反弹后，破五！

2022-09-22

$大健云仓(GCT)$消灭两位数价格！？

2022-08-12

后面缩表能干到一地鸡毛，小心吧。

不要幻想美国加息很快结束，海外可能还有更大危机

2022-07-06

跌跌更健康

WTI原油跌破100美元/桶，续创5月11日以来新低

2022-06-29

这是要抄底的意思？

市场或将再次变盘，华尔街开始为通胀见顶厉兵秣马

2022-06-22

有想法的总统。

抱歉，原内容已删除

2022-06-22

原油跌完继续维持高价，

美、布两油期货跌幅扩大，WTI原油期货跌5%

2022-06-16

拆骨是上车的机会，分期买，特斯拉未来全球新能源车老大不会改变，何况炒作不止新能源汽车，它是高科技企业！

2022-06-16

继续加

外媒头条 | 美联储大幅加息75个基点，坚决承诺降通胀

2022-06-15

往往在资本市场中，辟谣既成事实！

百度打算卖掉爱奇艺股份？爱奇艺回应：消息不实纯属谣言

2022-06-13

玩笑，想起威尔史密斯的电影，我，机器人！

抱歉，原内容已删除

2022-06-06

不容易，支持华为

华为新机今晚发布：真机曝光久违的麒麟芯片！

2022-05-04

$特斯拉(TSLA)$第一次拆股受益，期待第二次拆股

2022-05-03

$阿里巴巴(BABA)$耐人寻味的那个马某，是消失🐴某人吗？

去老虎APP查看更多动态

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11:26","market":"us","language":"zh","title":"不要幻想美国加息很快结束，海外可能还有更大危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1197298238","media":"格隆汇","summary":"美联储缩表的冲击威力远远被市场低估。","content":"<html><head></head><body><p>8月10日晚，美国劳工部正式披露7月通胀数据——7月CPI同比增长8.5%，低于预期的8.7%和前值的9.1%。环比来看，CPI上涨0%，低于预期的0.2%。核心CPI同比上涨5.9%，与6月持平，低于预期的6.1%。</p><p><img src=\"https://static.tigerbbs.com/d3e5e8d88788a916962517d7d3e1327e\" tg-width=\"875\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>分项来看，7月美国整体能源价格环比下跌4.6%。当月汽油价格下跌7.7%，创2020年4月以来最大单月跌幅，6月份曾上涨11.2%。然而，7月份美国食品价格同比上涨10.9%，为1979年以来的新高。此外，当月美国住房成本环比上涨0.5%，同比上涨5.7%，为1991年以来新高。</p><p>由于以原油为首的大宗商品在6月和7月大幅下跌，市场早已预期美国7月通胀会有所下跌，但实际公布的数据还是要好于预期。这让美国资本市场狂欢，纳指再涨近3%，较6月中旬低点反弹超过20%。美元指数一度大跌1%，各期限的国债收益率均有不同程度的下跌。</p><p>对于美国通胀表现，有投资者直呼美国通胀见顶，未来会持续回落。更有甚者说，美股已经反转，未来没什么担心的，放心大胆做多。对此，接下来聊一聊我的理解与看法。</p><p><b>01加息力度</b></p><p>在7月通胀数据披露之后，市场预期美联储在9月的加息节奏会放缓。据芝商所的美联储观察工具显示，该行9月加息50个基点的概率重回主流，达到六成以上；而加息75个基点的概率降至37%左右，较昨日减少了30个百分点。</p><p>不过，9月议息会议的决策会在当月21日。在这之前，美国劳工部还将披露8月的通胀数据以及8月的就业情况等。</p><p><b>在我看来，未来几个月之内，美国通胀绝大概率会保持在8%的高位水平之上。</b></p><p>7月通胀下跌主要逻辑是能源环比有较大程度的下跌，特别是燃油项环比下降7.7%，带动整个能源项环比下降4.6%。而核心CPI环比仍然增长0.3%，通胀内生动能仍然很强。</p><p>去年6月-9月，美国通胀同比增速分别为5.4%、5.4%、5.3%、5.4%。即便未来2个月美国CPI指数环比增长为0，CPI同比增速可以轻松维持在8%以上。当然，接下来“高波动性”的能源价格等因素出现边际反复，8月CPI环比及同比走势仍有变数，加息75个基点亦或是50个基点都是有可能的。</p><p>6月中旬以来，美股市场很乐观，无限憧憬着美联储会以比较快的速度结束加息，并开启放水闸门刺激疲软的经济。<b>在我看来，市场过于乐观，请不要低估高通胀的持续性和美联储加息的决心。</b></p><p>上一轮大通胀，整整持续了不可思议的15年，主要逻辑是大规模财政赤字+超大规模货币宽松为主导，石油危机、粮食紧缺等共同导致的。美国大通胀并不是一次性就冲上13%，而是分了3波——1970年，美通胀已经飙升至5.84%，1971-1972年小幅回落至3.27%。从1973年大通胀再度爆发，当年高达6.16%，1974年飙升至11.03%，1975年也高达9.2%。接着1976年-1978年通胀小幅回落，1979年恶性通胀卷土重来，当年达到11.22%，1980年更是高达13.58%。</p><p>本轮全球性大通胀爆发的底层逻辑与1970年代极为相似，超大规模货币、财政赤字，叠加俄乌战争下的能源危机、粮食危机，还有新冠疫情导致的全球供应链的持续紊乱。<b>这一次，底层触发的通胀上行动力可能要超过上一次。</b></p><p>美国舆论场让市场过于聚焦短期的通胀表现上，而忽视恶性通胀的长期可能性。在我看来，“7月通胀已经见顶，未来会持续大幅回落”的言论是不专业的，高通胀正在变得根深蒂固。</p><p>面对这一切，不可低估美联储加息决心。</p><p>美联储作为<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>，首要的调控任务就是捍卫币值稳定（PS:美国通胀太高，货币购买力大幅下降，币值很不稳定），其次才是促进经济增长。从这个维度上看，要把通胀按下去，还得持续高强度加息，代价就是美国经济会快速进入衰退。</p><p>当然，还有一种可能，美联储在经济增长和通胀中摇摆不定，拖泥带水，加息节奏不足以把通胀打下来，美国经济陷入“滞涨”状态，最终结果是被动进入衰退。目前看，第一种发生的概率会更大一些。</p><p>从今年3月加息至今，美联储已经连续加息4次，累计加息225个基点。但通胀同比增速从年初的7.5%依然升高至7月的8.5%。不能说加息没用，如果不加息，美国通胀可能早已经是双位数的水平了。现在8.5%还太高，加息还会继续，即便按照9月加息50个基点，11月和12月加息分别加息25个基点，全年也累计加息325个基点（联邦基准利率3.25%-3.5%），也远超年初市场预期的175个加息基点的力度。</p><p>在我看来，美联储加息不会轻易半途而废的另外一个重要原因是，目前还没有达到收割全球财富的战略目的。过去美元大的加息与降息周期，明面上冠冕堂皇打着调控通胀、就业与经济旗号，实质上是华尔街为了制造全球金融市场的动荡来收割巨额财富。</p><p>疫情爆发后的2020-2021年，美联储疯狂放水毫无节制（M2猛增6.3万亿美元之巨，2019年末M2为15.4万亿美元），水漫金山，全球股市、楼市、大宗商品疯狂飙涨，泡沫创下历史之最。尤为诡异的是，去年4月CPI已经高达4.2%，5月进一步达到5%，一直到年底已经飙升至7%。这时候，美联储才改口承认“通胀不是暂时的”。如此严重误判，是真傻，还是装傻？我认为，装傻概率更大，背后有险恶用心。</p><p>美联储任由通胀野蛮爆发将近1年才采取行动。本可以实现货币的“缓转弯”，但偏偏结果是选择了异常激进的“急转弯”（创40年最快紧缩节奏）。在大紧缩的节点上，不断烘火，制造地缘政治危机，最终导致俄乌战争爆发，引发全球通胀进一步上行，进而压迫全球央行跟随美联储进入加息周期之中。</p><p><img src=\"https://static.tigerbbs.com/911be9f67243b11cc99a607bdfd2bd96\" tg-width=\"864\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/></p><p>无论是从控制恶性通胀的角度，还是其他什么目的，美联储的加息力度和周期不会轻易结束。</p><p><b>02缩表威力</b></p><p>对于美国金融市场，缩表的巨大威力还没有显现出来。按照美联储此前的缩表计划，在6月、7月、8月每月缩表300亿美元的美国国债和175亿美元的MBS。从现目前的实质性的结果看，美联储并没有完成缩表承诺，主要有两点：第一是记账周期有滞后性，第二是MBS到期的不够缩表目标。</p><p><img src=\"https://static.tigerbbs.com/4a9a05cc1219ec6f09f028f49f767d4b\" tg-width=\"854\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>6-8月，美联储缩表是被动到期式的。而从9月1日开始美联储将主动抛售式缩表，会对美元的流动性产生较为明显的影响，美股的压力与考验或许才刚刚开始。</p><p>据货币专家宋鸿兵分析，美元派生可分为三级：美联储——<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业——海外美元市场。海外美元包括欧洲、中国等银行<a href=\"https://laohu8.com/S/FISI\">金融机构</a>可以派生更多的美元。美元流动性呈现巨大的倒金字塔结构：最底层是美国银行金融机构在美联储存放的存款准备金，大致余额为3.3万亿美元，第二层是美国M2，2021年末为21.638亿美元，第三层才是海外美元市场，不受美联储控制，大致有80万亿美元之巨。</p><p>到年底，美联储如果按照计划缩表5200亿美元，加上美国国内以及海外美元市场的货币乘数，相当于海外美元流动性被至少缩减了5.2万亿美元（货币乘数至少10倍+）。</p><p>目前，海外美元的流动性已经出现了较为紧张的状态。截止目前，3个月伦敦同业拆借利率(Libor)上升至2.8%左右，已经超过2018年12月的水平。上一次这么高的时候，还是2008年金融危机的时候。</p><p><img src=\"https://static.tigerbbs.com/449471f301b41d5cd7064b5abcc07720\" tg-width=\"863\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/></p><p>海外美元最大的交易中心在伦敦，因为伦敦有着自由的交易权限，并且伦敦在金融发展历史上一直都是一个很重要的中心。恰巧的是，从9月开始的12个月内，英国央行也将减少约800亿英镑的国债购买量。</p><p><img src=\"https://static.tigerbbs.com/bd2f9235b553cdfd02577cfd4cc36d25\" tg-width=\"856\" tg-height=\"755\" referrerpolicy=\"no-referrer\"/></p><p>在欧洲市场流动性趋于紧张的大背景下，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>作为欧洲最大的银行之一，已深陷入泥潭。今年上半年，公司营收80.6亿瑞士法郎，同比大幅下降36%，二季度巨亏15.9亿瑞士法郎，已经连续第3个季度出现亏损。7月底，瑞士信贷宣布CEO离职，震惊欧洲银行业。紧接着，该银行考虑全球裁员数千人，寻求整体成本基础再削减10亿美元。在此期间，市场传言<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团将合并处于困境中的瑞士信贷。瑞士信贷的现状颇有点雷曼兄弟倒闭前的味道。</p><p>今年以来，欧洲众多银行巨头跌幅非常大，远超大盘，包括<a href=\"https://laohu8.com/S/DB\">德意志银行</a>、意大利西雅那银行、<a href=\"https://laohu8.com/S/0HBC.UK\">意大利联合圣保罗银行</a>、英国巴克莱、<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>等等。在我看来，市场正在交易欧洲经济衰退带来坏账率显著提升的逻辑。其次银行们持有大量债券以及金融衍生品，会在利率退潮的大环境下暴露巨大风险。欧洲银行如果出事，也会冲击美国的金融市场。</p><p>在经济全面走弱以及欧洲央行将持续加息控通胀大背景下，欧洲股票市场并无所动，追随美股来了一波强劲反弹。<b>在我看来，市场过于乐观，对于金融流动性的恶化以及蕴藏着巨大风险几乎没有进行定价。其实，美股同样如此。</b></p><p>在我看来，美联储缩表的冲击威力远远被市场低估。</p><p><b>03尾声</b></p><p>我们都知道“遛狗理论”。狗有时候跑到主人前面，有时候跑到主人后面，但不会离人太远。遛狗时人通常缓步向前，而狗忽左忽右、东走西蹿，正如股价的波动常常远大于基本面的波动。</p><p>当前，美股市场波动异常剧烈，纳指上半年累计暴跌30%，且创下1971年指数创立以来最差半年表现，比2002年上半年的崩盘还要糟糕。然而6月刚过，底部上来来一波20%的反弹，进入所谓技术性牛市范畴。</p><p><b>但不管怎么动荡，一定会围绕着股票市场最底层的定价逻辑来演绎。</b>下半年，美国经济的表现应该会比上半年更为糟糕，较为严重的经济衰退成为可能。具体到微观层面，上市企业的业绩会持续走差。另一方面，因为通胀创下40年新高，美联储加息节奏并不会轻易结束，美元的流动性趋于恶化。两者合力决定了美股下半年的表现可能不会太好，熊市基础格局并没有改变。尽管在短期之内可能会延续不错的反弹行情。</p><p><b>相较于美股，其实我更担心的是欧洲的债务以及汇率会不会出问题，从而引爆海外更大的危机。</b></p></body></html>","source":"gelonghui_highlight","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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不要幻想美国加息很快结束，海外可能还有更大危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 11:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/544801><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月10日晚，美国劳工部正式披露7月通胀数据——7月CPI同比增长8.5%，低于预期的8.7%和前值的9.1%。环比来看，CPI上涨0%，低于预期的0.2%。核心CPI同比上涨5.9%，与6月持平，低于预期的6.1%。分项来看，7月美国整体能源价格环比下跌4.6%。当月汽油价格下跌7.7%，创2020年4月以来最大单月跌幅，6月份曾上涨11.2%。然而，7月份美国食品价格同比上涨10.9%，为...</p>\n\n<a href=\"https://www.gelonghui.com/p/544801\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02ad453d1404f80bdd57419bc97bfad5","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.gelonghui.com/p/544801","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1197298238","content_text":"8月10日晚，美国劳工部正式披露7月通胀数据——7月CPI同比增长8.5%，低于预期的8.7%和前值的9.1%。环比来看，CPI上涨0%，低于预期的0.2%。核心CPI同比上涨5.9%，与6月持平，低于预期的6.1%。分项来看，7月美国整体能源价格环比下跌4.6%。当月汽油价格下跌7.7%，创2020年4月以来最大单月跌幅，6月份曾上涨11.2%。然而，7月份美国食品价格同比上涨10.9%，为1979年以来的新高。此外，当月美国住房成本环比上涨0.5%，同比上涨5.7%，为1991年以来新高。由于以原油为首的大宗商品在6月和7月大幅下跌，市场早已预期美国7月通胀会有所下跌，但实际公布的数据还是要好于预期。这让美国资本市场狂欢，纳指再涨近3%，较6月中旬低点反弹超过20%。美元指数一度大跌1%，各期限的国债收益率均有不同程度的下跌。对于美国通胀表现，有投资者直呼美国通胀见顶，未来会持续回落。更有甚者说，美股已经反转，未来没什么担心的，放心大胆做多。对此，接下来聊一聊我的理解与看法。01加息力度在7月通胀数据披露之后，市场预期美联储在9月的加息节奏会放缓。据芝商所的美联储观察工具显示，该行9月加息50个基点的概率重回主流，达到六成以上；而加息75个基点的概率降至37%左右，较昨日减少了30个百分点。不过，9月议息会议的决策会在当月21日。在这之前，美国劳工部还将披露8月的通胀数据以及8月的就业情况等。在我看来，未来几个月之内，美国通胀绝大概率会保持在8%的高位水平之上。7月通胀下跌主要逻辑是能源环比有较大程度的下跌，特别是燃油项环比下降7.7%，带动整个能源项环比下降4.6%。而核心CPI环比仍然增长0.3%，通胀内生动能仍然很强。去年6月-9月，美国通胀同比增速分别为5.4%、5.4%、5.3%、5.4%。即便未来2个月美国CPI指数环比增长为0，CPI同比增速可以轻松维持在8%以上。当然，接下来“高波动性”的能源价格等因素出现边际反复，8月CPI环比及同比走势仍有变数，加息75个基点亦或是50个基点都是有可能的。6月中旬以来，美股市场很乐观，无限憧憬着美联储会以比较快的速度结束加息，并开启放水闸门刺激疲软的经济。在我看来，市场过于乐观，请不要低估高通胀的持续性和美联储加息的决心。上一轮大通胀，整整持续了不可思议的15年，主要逻辑是大规模财政赤字+超大规模货币宽松为主导，石油危机、粮食紧缺等共同导致的。美国大通胀并不是一次性就冲上13%，而是分了3波——1970年，美通胀已经飙升至5.84%，1971-1972年小幅回落至3.27%。从1973年大通胀再度爆发，当年高达6.16%，1974年飙升至11.03%，1975年也高达9.2%。接着1976年-1978年通胀小幅回落，1979年恶性通胀卷土重来，当年达到11.22%，1980年更是高达13.58%。本轮全球性大通胀爆发的底层逻辑与1970年代极为相似，超大规模货币、财政赤字，叠加俄乌战争下的能源危机、粮食危机，还有新冠疫情导致的全球供应链的持续紊乱。这一次，底层触发的通胀上行动力可能要超过上一次。美国舆论场让市场过于聚焦短期的通胀表现上，而忽视恶性通胀的长期可能性。在我看来，“7月通胀已经见顶，未来会持续大幅回落”的言论是不专业的，高通胀正在变得根深蒂固。面对这一切，不可低估美联储加息决心。美联储作为中央银行，首要的调控任务就是捍卫币值稳定（PS:美国通胀太高，货币购买力大幅下降，币值很不稳定），其次才是促进经济增长。从这个维度上看，要把通胀按下去，还得持续高强度加息，代价就是美国经济会快速进入衰退。当然，还有一种可能，美联储在经济增长和通胀中摇摆不定，拖泥带水，加息节奏不足以把通胀打下来，美国经济陷入“滞涨”状态，最终结果是被动进入衰退。目前看，第一种发生的概率会更大一些。从今年3月加息至今，美联储已经连续加息4次，累计加息225个基点。但通胀同比增速从年初的7.5%依然升高至7月的8.5%。不能说加息没用，如果不加息，美国通胀可能早已经是双位数的水平了。现在8.5%还太高，加息还会继续，即便按照9月加息50个基点，11月和12月加息分别加息25个基点，全年也累计加息325个基点（联邦基准利率3.25%-3.5%），也远超年初市场预期的175个加息基点的力度。在我看来，美联储加息不会轻易半途而废的另外一个重要原因是，目前还没有达到收割全球财富的战略目的。过去美元大的加息与降息周期，明面上冠冕堂皇打着调控通胀、就业与经济旗号，实质上是华尔街为了制造全球金融市场的动荡来收割巨额财富。疫情爆发后的2020-2021年，美联储疯狂放水毫无节制（M2猛增6.3万亿美元之巨，2019年末M2为15.4万亿美元），水漫金山，全球股市、楼市、大宗商品疯狂飙涨，泡沫创下历史之最。尤为诡异的是，去年4月CPI已经高达4.2%，5月进一步达到5%，一直到年底已经飙升至7%。这时候，美联储才改口承认“通胀不是暂时的”。如此严重误判，是真傻，还是装傻？我认为，装傻概率更大，背后有险恶用心。美联储任由通胀野蛮爆发将近1年才采取行动。本可以实现货币的“缓转弯”，但偏偏结果是选择了异常激进的“急转弯”（创40年最快紧缩节奏）。在大紧缩的节点上，不断烘火，制造地缘政治危机，最终导致俄乌战争爆发，引发全球通胀进一步上行，进而压迫全球央行跟随美联储进入加息周期之中。无论是从控制恶性通胀的角度，还是其他什么目的，美联储的加息力度和周期不会轻易结束。02缩表威力对于美国金融市场，缩表的巨大威力还没有显现出来。按照美联储此前的缩表计划，在6月、7月、8月每月缩表300亿美元的美国国债和175亿美元的MBS。从现目前的实质性的结果看，美联储并没有完成缩表承诺，主要有两点：第一是记账周期有滞后性，第二是MBS到期的不够缩表目标。6-8月，美联储缩表是被动到期式的。而从9月1日开始美联储将主动抛售式缩表，会对美元的流动性产生较为明显的影响，美股的压力与考验或许才刚刚开始。据货币专家宋鸿兵分析，美元派生可分为三级：美联储——美国银行业——海外美元市场。海外美元包括欧洲、中国等银行金融机构可以派生更多的美元。美元流动性呈现巨大的倒金字塔结构：最底层是美国银行金融机构在美联储存放的存款准备金，大致余额为3.3万亿美元，第二层是美国M2，2021年末为21.638亿美元，第三层才是海外美元市场，不受美联储控制，大致有80万亿美元之巨。到年底，美联储如果按照计划缩表5200亿美元，加上美国国内以及海外美元市场的货币乘数，相当于海外美元流动性被至少缩减了5.2万亿美元（货币乘数至少10倍+）。目前，海外美元的流动性已经出现了较为紧张的状态。截止目前，3个月伦敦同业拆借利率(Libor)上升至2.8%左右，已经超过2018年12月的水平。上一次这么高的时候，还是2008年金融危机的时候。海外美元最大的交易中心在伦敦，因为伦敦有着自由的交易权限，并且伦敦在金融发展历史上一直都是一个很重要的中心。恰巧的是，从9月开始的12个月内，英国央行也将减少约800亿英镑的国债购买量。在欧洲市场流动性趋于紧张的大背景下，瑞士信贷作为欧洲最大的银行之一，已深陷入泥潭。今年上半年，公司营收80.6亿瑞士法郎，同比大幅下降36%，二季度巨亏15.9亿瑞士法郎，已经连续第3个季度出现亏损。7月底，瑞士信贷宣布CEO离职，震惊欧洲银行业。紧接着，该银行考虑全球裁员数千人，寻求整体成本基础再削减10亿美元。在此期间，市场传言瑞银集团将合并处于困境中的瑞士信贷。瑞士信贷的现状颇有点雷曼兄弟倒闭前的味道。今年以来，欧洲众多银行巨头跌幅非常大，远超大盘，包括德意志银行、意大利西雅那银行、意大利联合圣保罗银行、英国巴克莱、法国巴黎银行等等。在我看来，市场正在交易欧洲经济衰退带来坏账率显著提升的逻辑。其次银行们持有大量债券以及金融衍生品，会在利率退潮的大环境下暴露巨大风险。欧洲银行如果出事，也会冲击美国的金融市场。在经济全面走弱以及欧洲央行将持续加息控通胀大背景下，欧洲股票市场并无所动，追随美股来了一波强劲反弹。在我看来，市场过于乐观，对于金融流动性的恶化以及蕴藏着巨大风险几乎没有进行定价。其实，美股同样如此。在我看来，美联储缩表的冲击威力远远被市场低估。03尾声我们都知道“遛狗理论”。狗有时候跑到主人前面，有时候跑到主人后面，但不会离人太远。遛狗时人通常缓步向前，而狗忽左忽右、东走西蹿，正如股价的波动常常远大于基本面的波动。当前，美股市场波动异常剧烈，纳指上半年累计暴跌30%，且创下1971年指数创立以来最差半年表现，比2002年上半年的崩盘还要糟糕。然而6月刚过，底部上来来一波20%的反弹，进入所谓技术性牛市范畴。但不管怎么动荡，一定会围绕着股票市场最底层的定价逻辑来演绎。下半年，美国经济的表现应该会比上半年更为糟糕，较为严重的经济衰退成为可能。具体到微观层面，上市企业的业绩会持续走差。另一方面，因为通胀创下40年新高，美联储加息节奏并不会轻易结束，美元的流动性趋于恶化。两者合力决定了美股下半年的表现可能不会太好，熊市基础格局并没有改变。尽管在短期之内可能会延续不错的反弹行情。相较于美股，其实我更担心的是欧洲的债务以及汇率会不会出问题，从而引爆海外更大的危机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681595223,"gmtCreate":1657042070864,"gmtModify":1704866378026,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"跌跌更健康","listText":"跌跌更健康","text":"跌跌更健康","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681595223","repostId":"1153189670","repostType":4,"repost":{"id":"1153189670","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":1657035090,"share":"https://www.laohu8.com/m/news/1153189670?lang=&edition=full","pubTime":"2022-07-05 23:31","market":"fut","language":"zh","title":"WTI原油跌破100美元/桶，续创5月11日以来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1153189670","media":"老虎资讯综合","summary":"7月5日，WTI原油跌破100美元/桶，续创5月11日以来新低，日内大跌近10%，布伦特原油现跌9%。","content":"<html><head></head><body><p>7月5日，WTI原油跌破100美元/桶，续创5月11日以来新低，日内大跌近10%，布伦特原油现跌9%。</p><p><img src=\"https://static.tigerbbs.com/4dda293f9795d640934130c77cbad69d\" tg-width=\"544\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/606e3ef849138a0f05dab88cf6d6b0c9\" tg-width=\"550\" tg-height=\"313\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>WTI原油跌破100美元/桶，续创5月11日以来新低</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\">\nWTI原油跌破100美元/桶，续创5月11日以来新低\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-07-05 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月5日，WTI原油跌破100美元/桶，续创5月11日以来新低，日内大跌近10%，布伦特原油现跌9%。</p><p><img src=\"https://static.tigerbbs.com/4dda293f9795d640934130c77cbad69d\" tg-width=\"544\" tg-height=\"313\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/606e3ef849138a0f05dab88cf6d6b0c9\" tg-width=\"550\" tg-height=\"313\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153189670","content_text":"7月5日，WTI原油跌破100美元/桶，续创5月11日以来新低，日内大跌近10%，布伦特原油现跌9%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683753195,"gmtCreate":1656516221818,"gmtModify":1704865100817,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"这是要抄底的意思？","listText":"这是要抄底的意思？","text":"这是要抄底的意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683753195","repostId":"2247031821","repostType":4,"repost":{"id":"2247031821","kind":"news","pubTimestamp":1656458478,"share":"https://www.laohu8.com/m/news/2247031821?lang=&edition=full","pubTime":"2022-06-29 07:21","market":"us","language":"zh","title":"市场或将再次变盘，华尔街开始为通胀见顶厉兵秣马","url":"https://stock-news.laohu8.com/highlight/detail?id=2247031821","media":"环球市场播报","summary":"美联储的不懈战斗终于初尝胜利果实：华尔街的通胀押注正在从历史高位回落。","content":"<html><head></head><body><p>美联储的不懈战斗终于初尝胜利果实：华尔街的通胀押注正在从历史高位回落。</p><p>债券市场显示对未来十年通胀的预期正在下降，价值股热潮逆转，工业大宗商品的超级周期降温。</p><p>这些都说明2022年押注通胀的交易很可能已经见顶，这种转变有可能扰乱跨资产交易，Bill Ackman等对此持不同意见的人可能面临挑战。</p><p>随着金融环境收紧，借贷成本上升，股价下跌，消费者和企业遭遇冲击，美联储的政策紧缩行动开始给炙手可热的商业周期降温。与此同时，商品消费热潮也随着主要零售商库存的增加而结束。</p><p>“美国通胀率可能接近顶峰，” Principal Global Investors首席全球策略师Seema Shah表示。 “消费者正在从商品转向服务业，整体需求也在放缓，因此核心商品价格压力变得更加偏向通缩。”</p><p>不过在整个疫情时代，投资者对通胀趋势的预测成绩并不怎么好。之前市场并不是没有宣布过通胀见顶，但现实让投资者失望而归。美国5月份通胀率又一次超过预测，引起经济学家和市场困惑。</p><p><img src=\"https://static.tigerbbs.com/6dbb456caef99256856440a528d6744b\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>巴克莱欧洲股票策略主管Emmanuel Cau在给客户的一份报告中写道，“过去12个月里通胀率连续多次超过预期，今年早些时候至少发生过一次“通胀见顶”事件，这次市场的预估会比以前更现实更靠谱吗？”</p><p>这一回，消费者的反应可能已经发生了变化。高物价开始改变他们的行为，阻止他们购买大额商品。</p><p>5年和10年期美债盈亏平衡利率已经回落至2月俄乌冲突之前的水平。5年期盈亏平衡利率跌至2.8%左右，这意味着市场人士预计未来五年CPI升幅将更接近美联储2%的通胀目标。</p><p>一个大宗商品指标跌至3月份以来的最低水平，规模19亿美元的景顺德银农业<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>遭遇的单周撤资达到2.35亿美元，为2008年以来最大。<a href=\"https://laohu8.com/S/EEME\">iShares</a>通胀保值债券（TIPS）产品连续两个季度遭遇赎回，ETF投资者以2013年以来最快速度撤离。</p><p>与此同时，股票经理们开始重新青睐大型科技股等通常在低利率环境下表现出色的股票，而不是在通胀预期升高时涨势较好的价值股。</p><p>“我们正处于经济放缓的过程中，长期通胀预期似乎正在下降，” 放弃了长期以来对价值股做多观点的<a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管Christopher Harvey表示，“大约两周前，我们从周期性股票阵营转向。”</p><p><img src=\"https://static.tigerbbs.com/d41051ffdb626d4b066265f6b2db8b13\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>密歇根大学调查的较长期通胀预期上周从14年高点回落，可能降低大幅加息的紧迫性。</p><p>然而，依然有很多理由保持对通胀的对冲。<a href=\"https://laohu8.com/S/C\">花旗</a>意外指数显示，到目前为止，尽管其他数据低于预期，但主要经济体的通胀数据仍超出预期水平。</p><p>商品和服务业指数仍处于历史高位，尽管金融指标降温，但官方CPI可能在未来几个月继续小幅上涨。</p><p><img src=\"https://static.tigerbbs.com/3b5591804a00827090147457a577628f\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>但尽管如此，鸽派投资策略变得越来越有吸引力：在总需求从历史水平放缓之际，经济衰退的呼声越来越高。</p><p>“我们开始增持一些受利率上升影响尤为严重的板块，例如生物技术，” GenTrust的投资策略师Mimi Duff周一在报告中写道。“展望未来，随着利率进一步企稳，我们会考虑延长久期，假设我们认为通胀压力可能减弱，可以在标普500指数达到3300-3500点的情况下高配股票。”</p></body></html>","source":"sina_symbol","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>市场或将再次变盘，华尔街开始为通胀见顶厉兵秣马</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市场或将再次变盘，华尔街开始为通胀见顶厉兵秣马\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 07:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-29/doc-imizmscu9222438.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储的不懈战斗终于初尝胜利果实：华尔街的通胀押注正在从历史高位回落。债券市场显示对未来十年通胀的预期正在下降，价值股热潮逆转，工业大宗商品的超级周期降温。这些都说明2022年押注通胀的交易很可能已经见顶，这种转变有可能扰乱跨资产交易，Bill Ackman等对此持不同意见的人可能面临挑战。随着金融环境收紧，借贷成本上升，股价下跌，消费者和企业遭遇冲击，美联储的政策紧缩行动开始给炙手可热的商业周期...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-29/doc-imizmscu9222438.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-29/doc-imizmscu9222438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247031821","content_text":"美联储的不懈战斗终于初尝胜利果实：华尔街的通胀押注正在从历史高位回落。债券市场显示对未来十年通胀的预期正在下降，价值股热潮逆转，工业大宗商品的超级周期降温。这些都说明2022年押注通胀的交易很可能已经见顶，这种转变有可能扰乱跨资产交易，Bill Ackman等对此持不同意见的人可能面临挑战。随着金融环境收紧，借贷成本上升，股价下跌，消费者和企业遭遇冲击，美联储的政策紧缩行动开始给炙手可热的商业周期降温。与此同时，商品消费热潮也随着主要零售商库存的增加而结束。“美国通胀率可能接近顶峰，” Principal Global Investors首席全球策略师Seema Shah表示。 “消费者正在从商品转向服务业，整体需求也在放缓，因此核心商品价格压力变得更加偏向通缩。”不过在整个疫情时代，投资者对通胀趋势的预测成绩并不怎么好。之前市场并不是没有宣布过通胀见顶，但现实让投资者失望而归。美国5月份通胀率又一次超过预测，引起经济学家和市场困惑。巴克莱欧洲股票策略主管Emmanuel Cau在给客户的一份报告中写道，“过去12个月里通胀率连续多次超过预期，今年早些时候至少发生过一次“通胀见顶”事件，这次市场的预估会比以前更现实更靠谱吗？”这一回，消费者的反应可能已经发生了变化。高物价开始改变他们的行为，阻止他们购买大额商品。5年和10年期美债盈亏平衡利率已经回落至2月俄乌冲突之前的水平。5年期盈亏平衡利率跌至2.8%左右，这意味着市场人士预计未来五年CPI升幅将更接近美联储2%的通胀目标。一个大宗商品指标跌至3月份以来的最低水平，规模19亿美元的景顺德银农业Pacer Swan SOS Fund of Funds ETF|ETF遭遇的单周撤资达到2.35亿美元，为2008年以来最大。iShares通胀保值债券（TIPS）产品连续两个季度遭遇赎回，ETF投资者以2013年以来最快速度撤离。与此同时，股票经理们开始重新青睐大型科技股等通常在低利率环境下表现出色的股票，而不是在通胀预期升高时涨势较好的价值股。“我们正处于经济放缓的过程中，长期通胀预期似乎正在下降，” 放弃了长期以来对价值股做多观点的富国银行股票策略主管Christopher Harvey表示，“大约两周前，我们从周期性股票阵营转向。”密歇根大学调查的较长期通胀预期上周从14年高点回落，可能降低大幅加息的紧迫性。然而，依然有很多理由保持对通胀的对冲。花旗意外指数显示，到目前为止，尽管其他数据低于预期，但主要经济体的通胀数据仍超出预期水平。商品和服务业指数仍处于历史高位，尽管金融指标降温，但官方CPI可能在未来几个月继续小幅上涨。但尽管如此，鸽派投资策略变得越来越有吸引力：在总需求从历史水平放缓之际，经济衰退的呼声越来越高。“我们开始增持一些受利率上升影响尤为严重的板块，例如生物技术，” GenTrust的投资策略师Mimi Duff周一在报告中写道。“展望未来，随着利率进一步企稳，我们会考虑延长久期，假设我们认为通胀压力可能减弱，可以在标普500指数达到3300-3500点的情况下高配股票。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683016303,"gmtCreate":1655885511306,"gmtModify":1704863493023,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"有想法的总统。","listText":"有想法的总统。","text":"有想法的总统。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683016303","repostId":"1158617487","repostType":4,"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683011470,"gmtCreate":1655884938793,"gmtModify":1704863490624,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"原油跌完继续维持高价，","listText":"原油跌完继续维持高价，","text":"原油跌完继续维持高价，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683011470","repostId":"1136004597","repostType":4,"repost":{"id":"1136004597","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":1655880552,"share":"https://www.laohu8.com/m/news/1136004597?lang=&edition=full","pubTime":"2022-06-22 14:49","market":"other","language":"zh","title":"美、布两油期货跌幅扩大，WTI原油期货跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136004597","media":"老虎资讯综合","summary":"6月22日，WTI原油期货跌幅迅速扩大至5%，跌破104美元/桶，创5月初以来新低；布伦特原油跌4.4%，跌破110美元/桶。分析称，投资者正在权衡美联储加息导致美国经济放缓的可能性以及能源市场吃紧的","content":"<html><head></head><body><p>6月22日，WTI原油期货跌幅迅速扩大至5%，跌破104美元/桶，创5月初以来新低；布伦特原油跌4.4%，跌破110美元/桶。</p><p><img src=\"https://static.tigerbbs.com/da5291ec6bcba7b4b0d20eb0c58881c6\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0735296991b291ab4f3c22beb171ec2e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"/></p><p>分析称，<b>投资者正在权衡美联储加息导致美国经济放缓的可能性以及能源市场吃紧的迹象</b>。与此同时，<b>拜登政府正试图从多种渠道打压油价涨势</b>。</p><p>一位知情人士说，随着加油站的汽油价格不断上涨，美国总统拜登将呼吁实行汽油免税期。拜登的其他想法还包括，强制生产配额、暴利税、设定价格上限等措施。下个月，他还将启动中东之行，与沙特王储的会面备受市场关注。<b>欧佩克+8月加速增产的传闻</b>已经满天飞。在2022年飙升超过50%之后，本月美国燃料的平均零售价超过每加仑5美元。</p><p>塔吉特CEO Brian Cornel认为，拜登总统提出的一项潜在的汽油税减免政策，并不是解决全美司机面临的汽油价格上涨问题的真正办法：</p><blockquote>“我们面临着典型的供需挑战。汽油税假期只会刺激需求，对增加供应没有任何作用。所以这是一个暂时的，几乎是一个微型的刺激，但现在是从根本上改变燃料和交通的供需曲线的时候了。”</blockquote><p>不过，目前市场仍普遍看涨油价。油企无意理会拜登的增产呼声。且专家们一直认为，美国炼油能力相对不足是阻碍该国增加供应的一个关键因素。</p><p>超级巨头埃克森美孚公司本周警告称，原油市场可能会持续多年紧张，而全球最大的独立石油贸易商维多集团则表示中国燃料需求正在上升。不断飙升的利润率为炼油厂提供了购买他们所能获得的每一桶原油的动力。</p><p>美国原油巨头雪佛龙CEO Michael Wirth还公开致信拜登称，白宫一味地批评、甚至诋毁原油行业无济于事，要想降低油价还需要白宫改变现在的做法，与油企进行诚恳的对话。对此，拜登周二回应称，Wirth有点“太玻璃心了”。</p><p>ING Groep NV新加坡大宗商品策略主管Warren Patterson表示：</p><blockquote>“最近，更广泛的宏观影响决定了石油的价格走向。然而，从根本上说，市场仍然具有建设性。今年剩余时间石油平衡将趋紧，而短期内强劲的炼油厂利润率应该会支撑原油需求。”</blockquote><p>石油市场仍处于<b>现货溢价状态</b>，这是一种看涨模式，其特点是近期价格高于长期价格。布伦特原油的即时价差（最接近的两个合约之间的差价）为每桶现货溢价2.89美元，而本月初为每桶2.73美元。</p><p>高盛集团在一份报告中表示：</p><blockquote>“由于大宗商品需求大于供应，即使增长率放缓，市场仍然吃紧，石油等主要市场的高水平现货溢价就是明证。投资者应该记住，美联储引发的经济放缓只是对通胀症状的短期缓解，而不是解决投资不足问题的方法。”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美、布两油期货跌幅扩大，WTI原油期货跌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; 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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美、布两油期货跌幅扩大，WTI原油期货跌5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-22 14:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，WTI原油期货跌幅迅速扩大至5%，跌破104美元/桶，创5月初以来新低；布伦特原油跌4.4%，跌破110美元/桶。</p><p><img src=\"https://static.tigerbbs.com/da5291ec6bcba7b4b0d20eb0c58881c6\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0735296991b291ab4f3c22beb171ec2e\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"/></p><p>分析称，<b>投资者正在权衡美联储加息导致美国经济放缓的可能性以及能源市场吃紧的迹象</b>。与此同时，<b>拜登政府正试图从多种渠道打压油价涨势</b>。</p><p>一位知情人士说，随着加油站的汽油价格不断上涨，美国总统拜登将呼吁实行汽油免税期。拜登的其他想法还包括，强制生产配额、暴利税、设定价格上限等措施。下个月，他还将启动中东之行，与沙特王储的会面备受市场关注。<b>欧佩克+8月加速增产的传闻</b>已经满天飞。在2022年飙升超过50%之后，本月美国燃料的平均零售价超过每加仑5美元。</p><p>塔吉特CEO Brian Cornel认为，拜登总统提出的一项潜在的汽油税减免政策，并不是解决全美司机面临的汽油价格上涨问题的真正办法：</p><blockquote>“我们面临着典型的供需挑战。汽油税假期只会刺激需求，对增加供应没有任何作用。所以这是一个暂时的，几乎是一个微型的刺激，但现在是从根本上改变燃料和交通的供需曲线的时候了。”</blockquote><p>不过，目前市场仍普遍看涨油价。油企无意理会拜登的增产呼声。且专家们一直认为，美国炼油能力相对不足是阻碍该国增加供应的一个关键因素。</p><p>超级巨头埃克森美孚公司本周警告称，原油市场可能会持续多年紧张，而全球最大的独立石油贸易商维多集团则表示中国燃料需求正在上升。不断飙升的利润率为炼油厂提供了购买他们所能获得的每一桶原油的动力。</p><p>美国原油巨头雪佛龙CEO Michael Wirth还公开致信拜登称，白宫一味地批评、甚至诋毁原油行业无济于事，要想降低油价还需要白宫改变现在的做法，与油企进行诚恳的对话。对此，拜登周二回应称，Wirth有点“太玻璃心了”。</p><p>ING Groep NV新加坡大宗商品策略主管Warren Patterson表示：</p><blockquote>“最近，更广泛的宏观影响决定了石油的价格走向。然而，从根本上说，市场仍然具有建设性。今年剩余时间石油平衡将趋紧，而短期内强劲的炼油厂利润率应该会支撑原油需求。”</blockquote><p>石油市场仍处于<b>现货溢价状态</b>，这是一种看涨模式，其特点是近期价格高于长期价格。布伦特原油的即时价差（最接近的两个合约之间的差价）为每桶现货溢价2.89美元，而本月初为每桶2.73美元。</p><p>高盛集团在一份报告中表示：</p><blockquote>“由于大宗商品需求大于供应，即使增长率放缓，市场仍然吃紧，石油等主要市场的高水平现货溢价就是明证。投资者应该记住，美联储引发的经济放缓只是对通胀症状的短期缓解，而不是解决投资不足问题的方法。”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136004597","content_text":"6月22日，WTI原油期货跌幅迅速扩大至5%，跌破104美元/桶，创5月初以来新低；布伦特原油跌4.4%，跌破110美元/桶。分析称，投资者正在权衡美联储加息导致美国经济放缓的可能性以及能源市场吃紧的迹象。与此同时，拜登政府正试图从多种渠道打压油价涨势。一位知情人士说，随着加油站的汽油价格不断上涨，美国总统拜登将呼吁实行汽油免税期。拜登的其他想法还包括，强制生产配额、暴利税、设定价格上限等措施。下个月，他还将启动中东之行，与沙特王储的会面备受市场关注。欧佩克+8月加速增产的传闻已经满天飞。在2022年飙升超过50%之后，本月美国燃料的平均零售价超过每加仑5美元。塔吉特CEO Brian Cornel认为，拜登总统提出的一项潜在的汽油税减免政策，并不是解决全美司机面临的汽油价格上涨问题的真正办法：“我们面临着典型的供需挑战。汽油税假期只会刺激需求，对增加供应没有任何作用。所以这是一个暂时的，几乎是一个微型的刺激，但现在是从根本上改变燃料和交通的供需曲线的时候了。”不过，目前市场仍普遍看涨油价。油企无意理会拜登的增产呼声。且专家们一直认为，美国炼油能力相对不足是阻碍该国增加供应的一个关键因素。超级巨头埃克森美孚公司本周警告称，原油市场可能会持续多年紧张，而全球最大的独立石油贸易商维多集团则表示中国燃料需求正在上升。不断飙升的利润率为炼油厂提供了购买他们所能获得的每一桶原油的动力。美国原油巨头雪佛龙CEO Michael Wirth还公开致信拜登称，白宫一味地批评、甚至诋毁原油行业无济于事，要想降低油价还需要白宫改变现在的做法，与油企进行诚恳的对话。对此，拜登周二回应称，Wirth有点“太玻璃心了”。ING Groep NV新加坡大宗商品策略主管Warren Patterson表示：“最近，更广泛的宏观影响决定了石油的价格走向。然而，从根本上说，市场仍然具有建设性。今年剩余时间石油平衡将趋紧，而短期内强劲的炼油厂利润率应该会支撑原油需求。”石油市场仍处于现货溢价状态，这是一种看涨模式，其特点是近期价格高于长期价格。布伦特原油的即时价差（最接近的两个合约之间的差价）为每桶现货溢价2.89美元，而本月初为每桶2.73美元。高盛集团在一份报告中表示：“由于大宗商品需求大于供应，即使增长率放缓，市场仍然吃紧，石油等主要市场的高水平现货溢价就是明证。投资者应该记住，美联储引发的经济放缓只是对通胀症状的短期缓解，而不是解决投资不足问题的方法。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689356292,"gmtCreate":1655388196021,"gmtModify":1704862194433,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"拆骨是上车的机会，分期买，特斯拉未来全球新能源车老大不会改变，何况炒作不止新能源汽车，它是高科技企业！","listText":"拆骨是上车的机会，分期买，特斯拉未来全球新能源车老大不会改变，何况炒作不止新能源汽车，它是高科技企业！","text":"拆骨是上车的机会，分期买，特斯拉未来全球新能源车老大不会改变，何况炒作不止新能源汽车，它是高科技企业！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689356292","isVote":1,"tweetType":1,"viewCount":2148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689910873,"gmtCreate":1655335946695,"gmtModify":1704861943862,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"继续加","listText":"继续加","text":"继续加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689910873","repostId":"2243940692","repostType":4,"repost":{"id":"2243940692","kind":"highlight","pubTimestamp":1655329084,"share":"https://www.laohu8.com/m/news/2243940692?lang=&edition=full","pubTime":"2022-06-16 05:38","market":"hk","language":"zh","title":"外媒头条 | 美联储大幅加息75个基点，坚决承诺降通胀","url":"https://stock-news.laohu8.com/highlight/detail?id=2243940692","media":"环球市场播报","summary":"　　为应对通胀飙升和金融市场动荡，美国联邦公开市场委员会当地时间周三公布最新利率决议，将基准利率上调75个基点至1.50%-1.75%区间，为1994年来最大幅度的加息。投反对票者是堪萨斯城联储主席乔治，她更偏向小幅加息0.5个百分点。　　美联储声明表示，高度关注通胀风险，“坚决承诺”将通胀率恢复到2%，并重申认为持续加息是适当的。通胀仍然高企，反映出与疫情有关的供需失衡、能源价格上涨和更广泛的物价压力。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、美联储加息75个基点 为28年来最大幅度加息 “坚决承诺”将通胀恢复至2%</b></blockquote><blockquote><b>2、莫斯科再次祭出“天然气武器” 对欧洲最大买主供气量锐减</b></blockquote><blockquote><b> 3、美国零售销售五个月来首次下滑 因汽车销售大跌</b></blockquote><blockquote><b>4、欧洲央行在意大利国债崩盘后加快危机应对工具的准备工作</b></blockquote><blockquote><b>5、美国住宅建筑商信心指数下滑至两年低点 需求更趋疲软</b></blockquote><blockquote><b>6、美国交通安全局公布自动辅助驾驶系统事故报告：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有273起撞车事故</b></blockquote><p><img src=\"https://static.tigerbbs.com/dffa0dd749a02dd346347e78d9cec58f\" tg-width=\"720\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储加息75个基点 为28年来最大幅度加息 “坚决承诺”将通胀恢复至2% 【专题报道】</b></p><p>为应对通胀飙升和金融市场动荡，美国联邦公开市场委员会（FOMC）当地时间周三公布最新利率决议，将基准利率上调75个基点至1.50%-1.75%区间，为1994年来最大幅度的加息。</p><p>美联储官员们此次以10-1的投票比例通过此次的利率决定。投反对票者是堪萨斯城联储主席乔治，她更偏向小幅加息0.5个百分点。</p><p>美联储声明表示，高度关注通胀风险，“坚决承诺”将通胀率恢复到2%，并重申认为持续加息是适当的。声称，在评估适当的政策立场时，将继续监测收到的信息对经济前景的影响。如果出现可能阻碍委员会实现目标的风险，委员会准备酌情调整货币政策立场。</p><p>关于美国经济现状，美联储在声明中表示，整体经济活动在第一季小幅下降后似乎已有所回升。最近几个月就业增长强劲，且失业率保持在低位。通胀仍然高企，反映出与疫情有关的供需失衡、能源价格上涨和更广泛的物价压力。</p><p><img src=\"https://static.tigerbbs.com/30c971d1d72c71b0ac59624878d6bbca\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>莫斯科再次祭出“天然气武器” 对欧洲最大买主供气量锐减</b></p><p>俄罗斯继续将能源作为武器，进一步下调通过最大输欧管道出口的天然气量。</p><p>俄罗斯天然气工业股份公司正在将通过北溪输往德国的管道天然气减少60%，规模比周二宣布的更大。此举导致输往意大利的供气量进一步减少15%，对本已紧张的欧洲能源市场构成更大压力，天然气价格飙升超过25%。</p><p>德国经济部长Robert Habeck称，俄罗斯试图动摇市场并抬高价格，但供应的安全性目前仍然得到了保障。这些限制措施再次点燃了与莫斯科的紧张关系，此前在几个欧洲国家找到以卢布支付天然气费用的方式后，俄罗斯政府态度曾经有所缓和。</p><p>巴黎政治学院教授，前能源分析师Thierry Bros说，“该行业必须为俄罗斯完全停止天然气供应做准备，那些之前通过妥协方式继续获得俄罗斯天然气供应的企业应该明白，克里姆林宫随时有可能变脸”。</p><p><img src=\"https://static.tigerbbs.com/1a3bc202b652f566dd1c5e619e80e5e7\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p><b>美国零售销售五个月来首次下滑 因汽车销售大跌</b></p><p>美国5月份零售销售五个月来首次下滑，因汽车和其他大件商品的销售额大跌，表明商品需求放缓。</p><p>商务部周三发布的数据显示，5月份零售销售总额环比下降0.3%；4月份下修为增长0.7%。5月份不含汽车的零售销售增长0.5%。这些数字没有经过通胀调整。</p><p>接受媒体调查的经济学家预期中值是5月份零售销售环比增长0.1%，不含汽车的零售销售环比增长0.7%。</p><p>5月份汽车销售下降3.5%，佐证了Wards Automotive Group有关当月销量创8月份以来最大降幅的数据。与此同时，加油站的销售增长了4%，可能反映了更高的油价。剔除这些项目的零售销售在5月份增长0.1%，为五个月来最小增幅。</p><p>这些数据表明，美国人对商品的需求正在走软，可能反映了几十年来最高通胀的影响，或是因为美国人更偏爱在旅游和娱乐等服务上花钱。随着经济中的价格压力变得更加根深蒂固，支出可能会因为价格上涨和/或利率上升而退潮。</p><p><img src=\"https://static.tigerbbs.com/b0e6a0467ba43e6969eaf9b62ff59f38\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲央行在意大利国债崩盘后加快危机应对工具的准备工作</b></p><p>随着十多年来首次加息的前景带来市场压力，欧洲央行指示相关委员会创建一个新工具，解决欧元区债券收益率的无端飙升问题。</p><p>在意大利国债收益率飙升至欧洲主权债务危机以来最高水平之后，欧洲央行管理委员会周三召开紧急会议，表示将灵活运用其抗疫紧急购债计划投资组合的赎回再投资，以保持货币政策传导机制的运转。</p><p>欧洲央行在一份声明中说：“疫情在欧元区经济中留下了持久的脆弱性，确实导致了我们的货币政策正常化在不同国家和地区的不均衡传导。”</p><p>欧洲央行周三临时召开会议，出乎市场预料。自上周发布加息计划以来，市场状况显著恶化。</p><p><img src=\"https://static.tigerbbs.com/9ca21dc84fd49e66b72d0a5f1ddb5ab4\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>美国住宅建筑商信心指数下滑至两年低点 需求更趋疲软</b></p><p>由于通胀上升和抵押贷款利率走高对住房需求构成压力，美国住宅建筑商信心指数6月跌至两年低点。</p><p>根据全国住宅建筑商协会（NAHB）/<a href=\"https://laohu8.com/S/WFC\">富国银行</a>周三公布的数据，该指数6月下降2个点至67，为2020年6月以来的最低水平。这也是该指数六连降。</p><p>住宅建筑商正面临房地产市场的普遍放缓。抵押贷款利率的迅速攀升侵蚀了房屋的可负担性，并导致近几个月来住宅销售放缓。与此同时，材料的交付周期仍然很长，成本高企，劳动力仍然很难找到。</p><p>“房地产市场既面临需求侧的挑战，也面临供给侧的挑战，”NAHB首席经济学家Robert Dietz在一份声明中表示。“住宅建筑材料成本同比上涨19%，各种建筑投入成本上升。”</p><p>“在市场的需求侧，2022年上半年抵押贷款利率的上升已将很多潜在的购房者拒之门外，”他说。</p><p><img src=\"https://static.tigerbbs.com/926d4e9b156c302149cc5fa04bcd6707\" tg-width=\"720\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p><p><b>美国交通安全局公布自动辅助驾驶系统事故报告：特斯拉有273起撞车事故</b></p><p>据报道，特斯拉日前向美国国家公路交通安全管理局（NHTSA）提供了一些新数据，报告了绝大多数涉及自动驾驶辅助系统（ADAS）的撞车事故。</p><p>NHTSA称，在2021年7月至今年5月15日期间，12家汽车公司向其报告了367起此类撞车事故。其中，特斯拉占了273起。在98起严重碰撞事故中，有11起导致重伤或死亡。另有294起事件并未提供人员受伤方面的信息。</p><p>排在特斯拉之后的是<a href=\"https://laohu8.com/S/HMC\">本田汽车</a>公司，发生了90起撞车事故，而斯巴鲁公司（Subaru ）披露了10起撞车事故。包括<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/F\">福特汽车</a>和<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>在内的其余所有厂商，都提到了五起或以下的碰撞事件。</p><p>上述数据是根据2021年6月的一项命令收集的，该命令要求汽车制造商和科技公司报告这些事件。此举正值一些安全倡导者呼吁监管机构和立法者采取更多行动，为所谓的自动驾驶汽车制定更严格的规则。如今，自动驾驶技术越来越受到用户的欢迎。</p></body></html>","source":"highlight_sina","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>外媒头条 | 美联储大幅加息75个基点，坚决承诺降通胀</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外媒头条 | 美联储大幅加息75个基点，坚决承诺降通胀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-06-16/doc-imizirau8719990.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储加息75个基点 为28年来最大幅度加息 “坚决承诺”将通胀恢复至2%2、莫斯科再次祭出“天然气武器” 对欧洲最大买主供气量锐减 3、美国零售销售五个月来首次下滑 因汽车销售大跌4、欧洲央行在意大利国债崩盘后加快危机应对工具的准备工作5、美国住宅建筑商信心指数下滑至两年低点 需求更趋疲软6、美国交通安全局公布自动辅助驾驶系统事故报告：特斯拉有...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-06-16/doc-imizirau8719990.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dffa0dd749a02dd346347e78d9cec58f","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-06-16/doc-imizirau8719990.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2243940692","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储加息75个基点 为28年来最大幅度加息 “坚决承诺”将通胀恢复至2%2、莫斯科再次祭出“天然气武器” 对欧洲最大买主供气量锐减 3、美国零售销售五个月来首次下滑 因汽车销售大跌4、欧洲央行在意大利国债崩盘后加快危机应对工具的准备工作5、美国住宅建筑商信心指数下滑至两年低点 需求更趋疲软6、美国交通安全局公布自动辅助驾驶系统事故报告：特斯拉有273起撞车事故美联储加息75个基点 为28年来最大幅度加息 “坚决承诺”将通胀恢复至2% 【专题报道】为应对通胀飙升和金融市场动荡，美国联邦公开市场委员会（FOMC）当地时间周三公布最新利率决议，将基准利率上调75个基点至1.50%-1.75%区间，为1994年来最大幅度的加息。美联储官员们此次以10-1的投票比例通过此次的利率决定。投反对票者是堪萨斯城联储主席乔治，她更偏向小幅加息0.5个百分点。美联储声明表示，高度关注通胀风险，“坚决承诺”将通胀率恢复到2%，并重申认为持续加息是适当的。声称，在评估适当的政策立场时，将继续监测收到的信息对经济前景的影响。如果出现可能阻碍委员会实现目标的风险，委员会准备酌情调整货币政策立场。关于美国经济现状，美联储在声明中表示，整体经济活动在第一季小幅下降后似乎已有所回升。最近几个月就业增长强劲，且失业率保持在低位。通胀仍然高企，反映出与疫情有关的供需失衡、能源价格上涨和更广泛的物价压力。莫斯科再次祭出“天然气武器” 对欧洲最大买主供气量锐减俄罗斯继续将能源作为武器，进一步下调通过最大输欧管道出口的天然气量。俄罗斯天然气工业股份公司正在将通过北溪输往德国的管道天然气减少60%，规模比周二宣布的更大。此举导致输往意大利的供气量进一步减少15%，对本已紧张的欧洲能源市场构成更大压力，天然气价格飙升超过25%。德国经济部长Robert Habeck称，俄罗斯试图动摇市场并抬高价格，但供应的安全性目前仍然得到了保障。这些限制措施再次点燃了与莫斯科的紧张关系，此前在几个欧洲国家找到以卢布支付天然气费用的方式后，俄罗斯政府态度曾经有所缓和。巴黎政治学院教授，前能源分析师Thierry Bros说，“该行业必须为俄罗斯完全停止天然气供应做准备，那些之前通过妥协方式继续获得俄罗斯天然气供应的企业应该明白，克里姆林宫随时有可能变脸”。美国零售销售五个月来首次下滑 因汽车销售大跌美国5月份零售销售五个月来首次下滑，因汽车和其他大件商品的销售额大跌，表明商品需求放缓。商务部周三发布的数据显示，5月份零售销售总额环比下降0.3%；4月份下修为增长0.7%。5月份不含汽车的零售销售增长0.5%。这些数字没有经过通胀调整。接受媒体调查的经济学家预期中值是5月份零售销售环比增长0.1%，不含汽车的零售销售环比增长0.7%。5月份汽车销售下降3.5%，佐证了Wards Automotive Group有关当月销量创8月份以来最大降幅的数据。与此同时，加油站的销售增长了4%，可能反映了更高的油价。剔除这些项目的零售销售在5月份增长0.1%，为五个月来最小增幅。这些数据表明，美国人对商品的需求正在走软，可能反映了几十年来最高通胀的影响，或是因为美国人更偏爱在旅游和娱乐等服务上花钱。随着经济中的价格压力变得更加根深蒂固，支出可能会因为价格上涨和/或利率上升而退潮。欧洲央行在意大利国债崩盘后加快危机应对工具的准备工作随着十多年来首次加息的前景带来市场压力，欧洲央行指示相关委员会创建一个新工具，解决欧元区债券收益率的无端飙升问题。在意大利国债收益率飙升至欧洲主权债务危机以来最高水平之后，欧洲央行管理委员会周三召开紧急会议，表示将灵活运用其抗疫紧急购债计划投资组合的赎回再投资，以保持货币政策传导机制的运转。欧洲央行在一份声明中说：“疫情在欧元区经济中留下了持久的脆弱性，确实导致了我们的货币政策正常化在不同国家和地区的不均衡传导。”欧洲央行周三临时召开会议，出乎市场预料。自上周发布加息计划以来，市场状况显著恶化。美国住宅建筑商信心指数下滑至两年低点 需求更趋疲软由于通胀上升和抵押贷款利率走高对住房需求构成压力，美国住宅建筑商信心指数6月跌至两年低点。根据全国住宅建筑商协会（NAHB）/富国银行周三公布的数据，该指数6月下降2个点至67，为2020年6月以来的最低水平。这也是该指数六连降。住宅建筑商正面临房地产市场的普遍放缓。抵押贷款利率的迅速攀升侵蚀了房屋的可负担性，并导致近几个月来住宅销售放缓。与此同时，材料的交付周期仍然很长，成本高企，劳动力仍然很难找到。“房地产市场既面临需求侧的挑战，也面临供给侧的挑战，”NAHB首席经济学家Robert Dietz在一份声明中表示。“住宅建筑材料成本同比上涨19%，各种建筑投入成本上升。”“在市场的需求侧，2022年上半年抵押贷款利率的上升已将很多潜在的购房者拒之门外，”他说。美国交通安全局公布自动辅助驾驶系统事故报告：特斯拉有273起撞车事故据报道，特斯拉日前向美国国家公路交通安全管理局（NHTSA）提供了一些新数据，报告了绝大多数涉及自动驾驶辅助系统（ADAS）的撞车事故。NHTSA称，在2021年7月至今年5月15日期间，12家汽车公司向其报告了367起此类撞车事故。其中，特斯拉占了273起。在98起严重碰撞事故中，有11起导致重伤或死亡。另有294起事件并未提供人员受伤方面的信息。排在特斯拉之后的是本田汽车公司，发生了90起撞车事故，而斯巴鲁公司（Subaru ）披露了10起撞车事故。包括通用汽车、福特汽车和丰田汽车在内的其余所有厂商，都提到了五起或以下的碰撞事件。上述数据是根据2021年6月的一项命令收集的，该命令要求汽车制造商和科技公司报告这些事件。此举正值一些安全倡导者呼吁监管机构和立法者采取更多行动，为所谓的自动驾驶汽车制定更严格的规则。如今，自动驾驶技术越来越受到用户的欢迎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689083878,"gmtCreate":1655287524796,"gmtModify":1704861792625,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"往往在资本市场中，辟谣既成事实！","listText":"往往在资本市场中，辟谣既成事实！","text":"往往在资本市场中，辟谣既成事实！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689083878","repostId":"1113783172","repostType":4,"repost":{"id":"1113783172","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":1655282550,"share":"https://www.laohu8.com/m/news/1113783172?lang=&edition=full","pubTime":"2022-06-15 16:42","market":"other","language":"zh","title":"百度打算卖掉爱奇艺股份？爱奇艺回应：消息不实纯属谣言","url":"https://stock-news.laohu8.com/highlight/detail?id=1113783172","media":"老虎资讯综合","summary":"6月15日，今日有消息称，百度正在与潜在收购者谈判，打算出售所持的53%的爱奇艺股份，吸引了包括香港私人股本公司PAG、中国移动等在内的买家的兴趣，爱奇艺美股盘前股价下跌3%。对于该消息，爱奇艺方面回","content":"<html><head></head><body><p>6月15日，今日有消息称，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正在与潜在收购者谈判，打算出售所持的53%的<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>股份，吸引了包括香港私人股本公司PAG、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>等在内的买家的兴趣，爱奇艺美股盘前股价下跌3%。对于该消息，爱奇艺方面回应称：此消息不实，纯属谣言。</p><p>爱奇艺盘前小幅拉升，现跌幅收窄至1.28%。</p><p><img src=\"https://static.tigerbbs.com/3b64fb5f42f7758ff558a0fef74a5aae\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度打算卖掉爱奇艺股份？爱奇艺回应：消息不实纯属谣言</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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百度打算卖掉爱奇艺股份？爱奇艺回应：消息不实纯属谣言\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-06-15 16:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月15日，今日有消息称，<a href=\"https://laohu8.com/S/BIDU\">百度</a>正在与潜在收购者谈判，打算出售所持的53%的<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>股份，吸引了包括香港私人股本公司PAG、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>等在内的买家的兴趣，爱奇艺美股盘前股价下跌3%。对于该消息，爱奇艺方面回应称：此消息不实，纯属谣言。</p><p>爱奇艺盘前小幅拉升，现跌幅收窄至1.28%。</p><p><img src=\"https://static.tigerbbs.com/3b64fb5f42f7758ff558a0fef74a5aae\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{"BK1587":"次新股","BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","09888":"百度集团-SW","BIDU":"百度","BK1095":"互动媒体与服务","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","QNETCN":"纳斯达克中美互联网老虎指数","IQ":"爱奇艺","BK1575":"同股不同权","BK4531":"中概回港概念","BK4108":"电影和娱乐","BK4579":"人工智能","BK1588":"回港中概股","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113783172","content_text":"6月15日，今日有消息称，百度正在与潜在收购者谈判，打算出售所持的53%的爱奇艺股份，吸引了包括香港私人股本公司PAG、中国移动等在内的买家的兴趣，爱奇艺美股盘前股价下跌3%。对于该消息，爱奇艺方面回应称：此消息不实，纯属谣言。爱奇艺盘前小幅拉升，现跌幅收窄至1.28%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680212686,"gmtCreate":1655098190250,"gmtModify":1704861093828,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"玩笑，想起 威尔史密斯的电影，我，机器人！","listText":"玩笑，想起 威尔史密斯的电影，我，机器人！","text":"玩笑，想起 威尔史密斯的电影，我，机器人！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680212686","repostId":"2242510461","repostType":4,"isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617227155,"gmtCreate":1654475329678,"gmtModify":1704859428634,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"不容易，支持华为","listText":"不容易，支持华为","text":"不容易，支持华为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617227155","repostId":"2241771793","repostType":2,"repost":{"id":"2241771793","kind":"news","pubTimestamp":1654472925,"share":"https://www.laohu8.com/m/news/2241771793?lang=&edition=full","pubTime":"2022-06-06 07:48","market":"us","language":"zh","title":"华为新机今晚发布：真机曝光 久违的麒麟芯片！","url":"https://stock-news.laohu8.com/highlight/detail?id=2241771793","media":"视频","summary":"目前真机外观已经公布，背面为三摄的模组，还拥有6000mAh大电池，并搭载原生鸿蒙OS 2.0系统。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g7/M00/00/0E/ChMkK2KdQTSIPV_XAAC9OFLong4AAEDcwKGugsAAL1Q096.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>今晚19:30华为将举行新品发布会，新机将搭载久违的麒麟芯片，虽然不支持5G，但也仍然值得关注。</p><p>目前真机外观已经公布，背面为三摄的模组，还拥有6000mAh大电池，并搭载原生鸿蒙OS 2.0系统。</p><p><span></span><img height=\"613\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g7/M00/00/0E/ChMkK2KdQTSIPV_XAAC9OFLong4AAEDcwKGugsAAL1Q096.jpg\" width=\"594\"/></p><p><img height=\"447\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g7/M00/00/0E/ChMkLGKdQUaIXpp2AACrqUdjGNMAAEDcwK7l5YAAKvB314.jpg\" width=\"596\"/></p><p>本文属于原创文章，如若转载，请注明来源：华为新机今晚发布：真机曝光 久违的麒麟芯片！http://mobile.zol.com.cn/793/7938805.html</p><div 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content=\"telephone=no,email=no,address=no\" />\n<title>华为新机今晚发布：真机曝光 久违的麒麟芯片！</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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久违的麒麟芯片！http://mobile.zol.com.cn/793/7938805.html\n\nhttps://mobile....</p>\n\n<a href=\"http://mobile.zol.com.cn/793/7938805.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4566":"资本集团","BK4575":"芯片概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4574":"无人驾驶","BK4573":"虚拟现实","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"http://mobile.zol.com.cn/793/7938805.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241771793","content_text":"今晚19:30华为将举行新品发布会，新机将搭载久违的麒麟芯片，虽然不支持5G，但也仍然值得关注。目前真机外观已经公布，背面为三摄的模组，还拥有6000mAh大电池，并搭载原生鸿蒙OS 2.0系统。本文属于原创文章，如若转载，请注明来源：华为新机今晚发布：真机曝光 久违的麒麟芯片！http://mobile.zol.com.cn/793/7938805.html\n\nhttps://mobile.zol.com.cn/793/7938805.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttp://mobile.zol.com.cn/793/7938805.html\nreport\n176\n今晚19:30华为将举行新品发布会，新机将搭载久违的麒麟芯片，虽然不支持5G，但也仍然值得关注。目前真机外观已经公布，背面为三摄的模组，还拥有6000mAh大电池，并搭载原生鸿蒙OS 2.0系统。...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616121673,"gmtCreate":1651594294208,"gmtModify":1651594294208,"author":{"id":"3433820373578412","authorId":"3433820373578412","name":"随势而动","avatar":"https://static.tigerbbs.com/8f9b44171a3552fdbbc8da9951d5c4d9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3433820373578412","authorIdStr":"3433820373578412"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>第一次拆股受益，期待第二次拆股","listText":"<a 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