猪龙七的个人主页 - 老虎社区

猪龙七

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IP属地：北京

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2021-03-10

也许，可能，或许，一推模棱两口的话，蒙上就是神预言，不对也可以不要脸的说猜测[摊手]

“新债王”：纳指可能重现2000-2003式的下跌

2020-07-17

赶紧掉，要补仓

盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%

2020-05-20

$瑞思学科英语(REDU)$这只垃圾股是不是被老虎打进地牢了。不管涨多少，都不会在中概股排名里出现！

2018-07-18

$瑞思学科英语(REDU)$这股是真的凉了吗？毫无起色了。

2017-11-27

$红黄蓝(RYB)$ 真是看到什么叫人性。金钱面前没几个能不贪婪的。真是什么钱都敢要。

2017-08-24

最后的龙珠

$苹果(AAPL)$ #老虎美股节# 终于攒齐了

最后的龙珠

2017-08-24

龙珠快出现

$美国电力(AEP)$ #老虎美股节# 一点也是涨

龙珠快出现

2017-08-23

龙珠龙珠

$京东(JD)$ #老虎美股节# 上来就是爹啊

2017-08-23

召唤龙珠6

$星巴克(SBUX)$ #老虎美股节# 星爸爸是要跌到海枯石烂吗

2017-08-23

召唤龙珠5

$美光科技(MU)$ #老虎美股节# 天天玩心跳的股。可惜买在了山顶。

2017-08-23

召唤龙珠3

$京东(JD)$ #老虎美股节# 东东快点涨起来吧

2017-08-23

召唤龙珠2

$美国电力(AEP)$ #老虎美股节# 巨抗涨跌的股

2017-08-23

召唤龙珠1

$苹果(AAPL)$ #老虎美股节# 目前涨的最多的了。

去老虎APP查看更多动态

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19:00","market":"us","language":"zh","title":"“新债王”：纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶，对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看：</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。</p><p>他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么？</p><p>Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示，黄金大约处于公允价值。</p><p>另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。</p>","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>“新债王”：纳指可能重现2000-2003式的下跌</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“新债王”：纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","PSQ":"纳指反向ETF","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","QID":"纳指两倍做空ETF"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941416934,"gmtCreate":1594990880428,"gmtModify":1704207695083,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"htmlText":"赶紧掉，要补仓","listText":"赶紧掉，要补仓","text":"赶紧掉，要补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941416934","repostId":"1146271162","repostType":4,"repost":{"id":"1146271162","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":1594989379,"share":"https://www.laohu8.com/m/news/1146271162?lang=&edition=full","pubTime":"2020-07-17 20:36","market":"us","language":"zh","title":"盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146271162","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体上涨。","content":"<p><b>【宏观数据】</b></p><ul><li>美国6月新屋开工总数年化（万户）：118.6，预期：116.9，前值：97.4。</li></ul><ul><li>美国6月营建许可总数（万户）：124.1，预期：129，前值：121.6。</li></ul><p><b>【期指行情】</b></p><p>7月17日周五，美股三大指数期货在盘前时段集体上涨。纳指期货涨幅领先。</p><p><img src=\"https://static.tigerbbs.com/65f0463def691571bf8f805aec4c1b84\" tg-width=\"570\" tg-height=\"207\"></p><p><b>【个股盘前】</b></p><p><b>热门中概股</b></p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b>盘前“跳水”，阶梯下行，一度跌超8%。</p><p>高盛将蔚来的评级降至“卖出”。高盛分析师Fei Fang表示，在过去的一个月里，蔚来汽车的股价在销量和利润预期没有实质性改变的情况下上涨了89%，导致蔚来汽车目前的股价“过度乐观”。</p><p><img src=\"https://static.tigerbbs.com/e3921145b78917ba3f1524da15f0ec33\" tg-width=\"750\" tg-height=\"466\"></p><p><b><a href=\"https://laohu8.com/S/QTT\">趣头条</a></b>盘前涨4%，一度涨超8%。因遭“3·15”晚会曝光广告乱象，趣头条周四大跌23%。今日，趣头条官方发布了多项针对性整改措施。</p><p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>盘前涨1.55%，<b><a href=\"https://laohu8.com/S/JD\">京东</a></b>盘前涨1.44%，<b><a href=\"https://laohu8.com/S/PDD\">拼多多</a></b>盘前涨1.2%，<b><a href=\"https://laohu8.com/S/BIDU\">百度</a></b>盘前涨0.03%。</p><p><b>重要美股</b></p><p><b><a href=\"https://laohu8.com/S/NFLX\">奈飞</a></b>盘前跌超8%。奈飞二季度收入为61.5亿美元，优于估计的60.8亿美元；每股经调整盈利为1.59美元，低于预期中的1.81美元；公司预期第三季客户净增250万，远低于预期的527万。</p><p><b><a href=\"https://laohu8.com/S/PEP\">爱立信</a></b>盘前涨超10%。财报显示，二季度归属于爱立信母公司股东的净利润为24.52亿瑞典克朗(约合2.70亿美元)，较上年同期增长44%。</p><p><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a></b>盘前涨超1.5%。财报显示，贝莱德第二季度总营收同比增长4%至36.48亿美元，超过市场预期的35.5亿美元；每股收益同比增长22%至7.85美元，也超过市场预期的6.96美元。</p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>盘前涨1%。中国汽车信息网数据显示，6月份特斯拉在华汽车注册量达到14,976辆，较5月份增长了32%，为迄今为止最高的月度产量。</p><p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a></b>盘前涨0.43%。微软宣布，从本月起的新财年将在各个地区进行裁员。据媒体估计，微软本周裁员少于1000人，将涉及网上新闻网站MSN.com以及Azure云服务。</p><p>据媒体报道，欧盟已与Moderna、赛诺菲、强生、BioNtech和CureVac展开磋商，讨论购买新冠疫苗和药物。盘前，<b><a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>涨2.19%，<b><a href=\"https://laohu8.com/S/SNY\">赛诺菲</a></b>涨0.36%，<b><a href=\"https://laohu8.com/S/JNJ\">强生</a></b>涨1.17%，<b><a href=\"https://laohu8.com/S/BNTX\">Biontech</a></b>涨2.70%。</p><p><b>【大宗商品】</b></p><p>◆国际油价下跌。随着部分国家新冠肺炎病例激增，市场认为全球燃料需求复苏的不确定性越来越大，与此同时主要产油国准备放松产量限制。截至发稿，WTI原油期货价格报40.54美元/桶，跌幅0.52%；布伦特原油报43.11美元每桶，跌幅0.60%。</p><p>◆黄金价格有所反弹。美元近期弱势的表现、地缘政治风险升温以及实际利率低迷，都为黄金提供支撑。截至发稿，国际黄金期货价格报1809.25美元/盎司，涨幅0.50%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%\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\">2020-07-17 20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>【宏观数据】</b></p><ul><li>美国6月新屋开工总数年化（万户）：118.6，预期：116.9，前值：97.4。</li></ul><ul><li>美国6月营建许可总数（万户）：124.1，预期：129，前值：121.6。</li></ul><p><b>【期指行情】</b></p><p>7月17日周五，美股三大指数期货在盘前时段集体上涨。纳指期货涨幅领先。</p><p><img src=\"https://static.tigerbbs.com/65f0463def691571bf8f805aec4c1b84\" tg-width=\"570\" tg-height=\"207\"></p><p><b>【个股盘前】</b></p><p><b>热门中概股</b></p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b>盘前“跳水”，阶梯下行，一度跌超8%。</p><p>高盛将蔚来的评级降至“卖出”。高盛分析师Fei Fang表示，在过去的一个月里，蔚来汽车的股价在销量和利润预期没有实质性改变的情况下上涨了89%，导致蔚来汽车目前的股价“过度乐观”。</p><p><img src=\"https://static.tigerbbs.com/e3921145b78917ba3f1524da15f0ec33\" tg-width=\"750\" tg-height=\"466\"></p><p><b><a href=\"https://laohu8.com/S/QTT\">趣头条</a></b>盘前涨4%，一度涨超8%。因遭“3·15”晚会曝光广告乱象，趣头条周四大跌23%。今日，趣头条官方发布了多项针对性整改措施。</p><p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>盘前涨1.55%，<b><a href=\"https://laohu8.com/S/JD\">京东</a></b>盘前涨1.44%，<b><a href=\"https://laohu8.com/S/PDD\">拼多多</a></b>盘前涨1.2%，<b><a href=\"https://laohu8.com/S/BIDU\">百度</a></b>盘前涨0.03%。</p><p><b>重要美股</b></p><p><b><a href=\"https://laohu8.com/S/NFLX\">奈飞</a></b>盘前跌超8%。奈飞二季度收入为61.5亿美元，优于估计的60.8亿美元；每股经调整盈利为1.59美元，低于预期中的1.81美元；公司预期第三季客户净增250万，远低于预期的527万。</p><p><b><a href=\"https://laohu8.com/S/PEP\">爱立信</a></b>盘前涨超10%。财报显示，二季度归属于爱立信母公司股东的净利润为24.52亿瑞典克朗(约合2.70亿美元)，较上年同期增长44%。</p><p><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a></b>盘前涨超1.5%。财报显示，贝莱德第二季度总营收同比增长4%至36.48亿美元，超过市场预期的35.5亿美元；每股收益同比增长22%至7.85美元，也超过市场预期的6.96美元。</p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>盘前涨1%。中国汽车信息网数据显示，6月份特斯拉在华汽车注册量达到14,976辆，较5月份增长了32%，为迄今为止最高的月度产量。</p><p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a></b>盘前涨0.43%。微软宣布，从本月起的新财年将在各个地区进行裁员。据媒体估计，微软本周裁员少于1000人，将涉及网上新闻网站MSN.com以及Azure云服务。</p><p>据媒体报道，欧盟已与Moderna、赛诺菲、强生、BioNtech和CureVac展开磋商，讨论购买新冠疫苗和药物。盘前，<b><a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>涨2.19%，<b><a href=\"https://laohu8.com/S/SNY\">赛诺菲</a></b>涨0.36%，<b><a href=\"https://laohu8.com/S/JNJ\">强生</a></b>涨1.17%，<b><a href=\"https://laohu8.com/S/BNTX\">Biontech</a></b>涨2.70%。</p><p><b>【大宗商品】</b></p><p>◆国际油价下跌。随着部分国家新冠肺炎病例激增，市场认为全球燃料需求复苏的不确定性越来越大，与此同时主要产油国准备放松产量限制。截至发稿，WTI原油期货价格报40.54美元/桶，跌幅0.52%；布伦特原油报43.11美元每桶，跌幅0.60%。</p><p>◆黄金价格有所反弹。美元近期弱势的表现、地缘政治风险升温以及实际利率低迷，都为黄金提供支撑。截至发稿，国际黄金期货价格报1809.25美元/盎司，涨幅0.50%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146271162","content_text":"【宏观数据】美国6月新屋开工总数年化（万户）：118.6，预期：116.9，前值：97.4。美国6月营建许可总数（万户）：124.1，预期：129，前值：121.6。【期指行情】7月17日周五，美股三大指数期货在盘前时段集体上涨。纳指期货涨幅领先。【个股盘前】热门中概股蔚来盘前“跳水”，阶梯下行，一度跌超8%。高盛将蔚来的评级降至“卖出”。高盛分析师Fei 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目前涨的最多的了。","images":[{"img":"https://static.laohu8.com/9b174c9a76237859f3a653768e000105"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/88038","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":122329,"gmtCreate":1511796315975,"gmtModify":1704884652426,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"htmlText":"$红黄蓝(RYB)$ 真是看到什么叫人性。金钱面前没几个能不贪婪的。真是什么钱都敢要。","listText":"$红黄蓝(RYB)$ 真是看到什么叫人性。金钱面前没几个能不贪婪的。真是什么钱都敢要。","text":"$红黄蓝(RYB)$ 真是看到什么叫人性。金钱面前没几个能不贪婪的。真是什么钱都敢要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/122329","isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464783218809765","authorId":"3464783218809765","name":"T4856905","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464783218809765","authorIdStr":"3464783218809765"},"content":"这种钱赚了，总有地方让你再吐出来，比如家人被撞，妻儿被杀什么的。","text":"这种钱赚了，总有地方让你再吐出来，比如家人被撞，妻儿被杀什么的。","html":"这种钱赚了，总有地方让你再吐出来，比如家人被撞，妻儿被杀什么的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959435349,"gmtCreate":1589982291881,"gmtModify":1704191376671,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/REDU\">$瑞思学科英语(REDU)$</a>这只垃圾股是不是被老虎打进地牢了。不管涨多少，都不会在中概股排名里出现！","text":"$瑞思学科英语(REDU)$这只垃圾股是不是被老虎打进地牢了。不管涨多少，都不会在中概股排名里出现！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959435349","isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221779,"gmtCreate":1531929063744,"gmtModify":1704897147178,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"htmlText":"$瑞思学科英语(REDU)$这股是真的凉了吗？毫无起色了。","listText":"$瑞思学科英语(REDU)$这股是真的凉了吗？毫无起色了。","text":"$瑞思学科英语(REDU)$这股是真的凉了吗？毫无起色了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221779","isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":88048,"gmtCreate":1503417876476,"gmtModify":1704880485687,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"title":"召唤龙珠5","htmlText":"$美光科技(MU)$ #老虎美股节# 天天玩心跳的股。可惜买在了山顶。","listText":"$美光科技(MU)$ #老虎美股节# 天天玩心跳的股。可惜买在了山顶。","text":"$美光科技(MU)$ #老虎美股节# 天天玩心跳的股。可惜买在了山顶。","images":[{"img":"https://static.laohu8.com/058bd6731d6fc37090a2330327d9a078"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/88048","isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321919185,"gmtCreate":1615388437447,"gmtModify":1703488358001,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"htmlText":"也许，可能，或许，一推模棱两口的话，蒙上就是神预言，不对也可以不要脸的说猜测[摊手]&nbsp;","listText":"也许，可能，或许，一推模棱两口的话，蒙上就是神预言，不对也可以不要脸的说猜测[摊手]&nbsp;","text":"也许，可能，或许，一推模棱两口的话，蒙上就是神预言，不对也可以不要脸的说猜测[摊手]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321919185","repostId":"2118267226","repostType":4,"repost":{"id":"2118267226","kind":"news","pubTimestamp":1615374044,"share":"https://www.laohu8.com/m/news/2118267226?lang=&edition=full","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"“新债王”：纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶，对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看：</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。</p><p>他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么？</p><p>Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示，黄金大约处于公允价值。</p><p>另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。</p>","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>“新债王”：纳指可能重现2000-2003式的下跌</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“新债王”：纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","PSQ":"纳指反向ETF","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","QID":"纳指两倍做空ETF"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":88867,"gmtCreate":1503574934922,"gmtModify":1704880583853,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"title":"最后的龙珠","htmlText":"$苹果(AAPL)$ #老虎美股节# 终于攒齐了","listText":"$苹果(AAPL)$ #老虎美股节# 终于攒齐了","text":"$苹果(AAPL)$ #老虎美股节# 终于攒齐了","images":[{"img":"https://static.laohu8.com/2d4856627a5c8027df67efc94c276e97"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/88867","isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":941416934,"gmtCreate":1594990880428,"gmtModify":1704207695083,"author":{"id":"3458733915480086","authorId":"3458733915480086","name":"猪龙七","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458733915480086","authorIdStr":"3458733915480086"},"themes":[],"htmlText":"赶紧掉，要补仓","listText":"赶紧掉，要补仓","text":"赶紧掉，要补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941416934","repostId":"1146271162","repostType":4,"repost":{"id":"1146271162","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":1594989379,"share":"https://www.laohu8.com/m/news/1146271162?lang=&edition=full","pubTime":"2020-07-17 20:36","market":"us","language":"zh","title":"盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146271162","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体上涨。","content":"<p><b>【宏观数据】</b></p><ul><li>美国6月新屋开工总数年化（万户）：118.6，预期：116.9，前值：97.4。</li></ul><ul><li>美国6月营建许可总数（万户）：124.1，预期：129，前值：121.6。</li></ul><p><b>【期指行情】</b></p><p>7月17日周五，美股三大指数期货在盘前时段集体上涨。纳指期货涨幅领先。</p><p><img src=\"https://static.tigerbbs.com/65f0463def691571bf8f805aec4c1b84\" tg-width=\"570\" tg-height=\"207\"></p><p><b>【个股盘前】</b></p><p><b>热门中概股</b></p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b>盘前“跳水”，阶梯下行，一度跌超8%。</p><p>高盛将蔚来的评级降至“卖出”。高盛分析师Fei Fang表示，在过去的一个月里，蔚来汽车的股价在销量和利润预期没有实质性改变的情况下上涨了89%，导致蔚来汽车目前的股价“过度乐观”。</p><p><img src=\"https://static.tigerbbs.com/e3921145b78917ba3f1524da15f0ec33\" tg-width=\"750\" tg-height=\"466\"></p><p><b><a href=\"https://laohu8.com/S/QTT\">趣头条</a></b>盘前涨4%，一度涨超8%。因遭“3·15”晚会曝光广告乱象，趣头条周四大跌23%。今日，趣头条官方发布了多项针对性整改措施。</p><p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>盘前涨1.55%，<b><a href=\"https://laohu8.com/S/JD\">京东</a></b>盘前涨1.44%，<b><a href=\"https://laohu8.com/S/PDD\">拼多多</a></b>盘前涨1.2%，<b><a href=\"https://laohu8.com/S/BIDU\">百度</a></b>盘前涨0.03%。</p><p><b>重要美股</b></p><p><b><a href=\"https://laohu8.com/S/NFLX\">奈飞</a></b>盘前跌超8%。奈飞二季度收入为61.5亿美元，优于估计的60.8亿美元；每股经调整盈利为1.59美元，低于预期中的1.81美元；公司预期第三季客户净增250万，远低于预期的527万。</p><p><b><a href=\"https://laohu8.com/S/PEP\">爱立信</a></b>盘前涨超10%。财报显示，二季度归属于爱立信母公司股东的净利润为24.52亿瑞典克朗(约合2.70亿美元)，较上年同期增长44%。</p><p><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a></b>盘前涨超1.5%。财报显示，贝莱德第二季度总营收同比增长4%至36.48亿美元，超过市场预期的35.5亿美元；每股收益同比增长22%至7.85美元，也超过市场预期的6.96美元。</p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>盘前涨1%。中国汽车信息网数据显示，6月份特斯拉在华汽车注册量达到14,976辆，较5月份增长了32%，为迄今为止最高的月度产量。</p><p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a></b>盘前涨0.43%。微软宣布，从本月起的新财年将在各个地区进行裁员。据媒体估计，微软本周裁员少于1000人，将涉及网上新闻网站MSN.com以及Azure云服务。</p><p>据媒体报道，欧盟已与Moderna、赛诺菲、强生、BioNtech和CureVac展开磋商，讨论购买新冠疫苗和药物。盘前，<b><a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>涨2.19%，<b><a href=\"https://laohu8.com/S/SNY\">赛诺菲</a></b>涨0.36%，<b><a href=\"https://laohu8.com/S/JNJ\">强生</a></b>涨1.17%，<b><a href=\"https://laohu8.com/S/BNTX\">Biontech</a></b>涨2.70%。</p><p><b>【大宗商品】</b></p><p>◆国际油价下跌。随着部分国家新冠肺炎病例激增，市场认为全球燃料需求复苏的不确定性越来越大，与此同时主要产油国准备放松产量限制。截至发稿，WTI原油期货价格报40.54美元/桶，跌幅0.52%；布伦特原油报43.11美元每桶，跌幅0.60%。</p><p>◆黄金价格有所反弹。美元近期弱势的表现、地缘政治风险升温以及实际利率低迷，都为黄金提供支撑。截至发稿，国际黄金期货价格报1809.25美元/盎司，涨幅0.50%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前：突遭巨头唱空，蔚来“跳水”后一度跌超8%\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\">2020-07-17 20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>【宏观数据】</b></p><ul><li>美国6月新屋开工总数年化（万户）：118.6，预期：116.9，前值：97.4。</li></ul><ul><li>美国6月营建许可总数（万户）：124.1，预期：129，前值：121.6。</li></ul><p><b>【期指行情】</b></p><p>7月17日周五，美股三大指数期货在盘前时段集体上涨。纳指期货涨幅领先。</p><p><img src=\"https://static.tigerbbs.com/65f0463def691571bf8f805aec4c1b84\" tg-width=\"570\" tg-height=\"207\"></p><p><b>【个股盘前】</b></p><p><b>热门中概股</b></p><p><b><a href=\"https://laohu8.com/S/NIO\">蔚来</a></b>盘前“跳水”，阶梯下行，一度跌超8%。</p><p>高盛将蔚来的评级降至“卖出”。高盛分析师Fei Fang表示，在过去的一个月里，蔚来汽车的股价在销量和利润预期没有实质性改变的情况下上涨了89%，导致蔚来汽车目前的股价“过度乐观”。</p><p><img src=\"https://static.tigerbbs.com/e3921145b78917ba3f1524da15f0ec33\" tg-width=\"750\" tg-height=\"466\"></p><p><b><a href=\"https://laohu8.com/S/QTT\">趣头条</a></b>盘前涨4%，一度涨超8%。因遭“3·15”晚会曝光广告乱象，趣头条周四大跌23%。今日，趣头条官方发布了多项针对性整改措施。</p><p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>盘前涨1.55%，<b><a href=\"https://laohu8.com/S/JD\">京东</a></b>盘前涨1.44%，<b><a href=\"https://laohu8.com/S/PDD\">拼多多</a></b>盘前涨1.2%，<b><a href=\"https://laohu8.com/S/BIDU\">百度</a></b>盘前涨0.03%。</p><p><b>重要美股</b></p><p><b><a href=\"https://laohu8.com/S/NFLX\">奈飞</a></b>盘前跌超8%。奈飞二季度收入为61.5亿美元，优于估计的60.8亿美元；每股经调整盈利为1.59美元，低于预期中的1.81美元；公司预期第三季客户净增250万，远低于预期的527万。</p><p><b><a href=\"https://laohu8.com/S/PEP\">爱立信</a></b>盘前涨超10%。财报显示，二季度归属于爱立信母公司股东的净利润为24.52亿瑞典克朗(约合2.70亿美元)，较上年同期增长44%。</p><p><b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a></b>盘前涨超1.5%。财报显示，贝莱德第二季度总营收同比增长4%至36.48亿美元，超过市场预期的35.5亿美元；每股收益同比增长22%至7.85美元，也超过市场预期的6.96美元。</p><p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>盘前涨1%。中国汽车信息网数据显示，6月份特斯拉在华汽车注册量达到14,976辆，较5月份增长了32%，为迄今为止最高的月度产量。</p><p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a></b>盘前涨0.43%。微软宣布，从本月起的新财年将在各个地区进行裁员。据媒体估计，微软本周裁员少于1000人，将涉及网上新闻网站MSN.com以及Azure云服务。</p><p>据媒体报道，欧盟已与Moderna、赛诺菲、强生、BioNtech和CureVac展开磋商，讨论购买新冠疫苗和药物。盘前，<b><a href=\"https://laohu8.com/S/MRNA\">Moderna</a></b>涨2.19%，<b><a href=\"https://laohu8.com/S/SNY\">赛诺菲</a></b>涨0.36%，<b><a href=\"https://laohu8.com/S/JNJ\">强生</a></b>涨1.17%，<b><a href=\"https://laohu8.com/S/BNTX\">Biontech</a></b>涨2.70%。</p><p><b>【大宗商品】</b></p><p>◆国际油价下跌。随着部分国家新冠肺炎病例激增，市场认为全球燃料需求复苏的不确定性越来越大，与此同时主要产油国准备放松产量限制。截至发稿，WTI原油期货价格报40.54美元/桶，跌幅0.52%；布伦特原油报43.11美元每桶，跌幅0.60%。</p><p>◆黄金价格有所反弹。美元近期弱势的表现、地缘政治风险升温以及实际利率低迷，都为黄金提供支撑。截至发稿，国际黄金期货价格报1809.25美元/盎司，涨幅0.50%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146271162","content_text":"【宏观数据】美国6月新屋开工总数年化（万户）：118.6，预期：116.9，前值：97.4。美国6月营建许可总数（万户）：124.1，预期：129，前值：121.6。【期指行情】7月17日周五，美股三大指数期货在盘前时段集体上涨。纳指期货涨幅领先。【个股盘前】热门中概股蔚来盘前“跳水”，阶梯下行，一度跌超8%。高盛将蔚来的评级降至“卖出”。高盛分析师Fei 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