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谨谨慎慎
谨谨慎慎
·
2022-09-13
//
@点击我就能取名哦
:8.3 并不奇怪，继续下降
$NQ100指数主连 2209(NQmain)$
$纳斯达克(.IXIC)$
//
@点击我就能取名哦
:反弹很强，但还没反转空单持有中，先观察一下 目标先到前低
$NQ100指数主连 2209(NQmain)$
$纳斯达克(.IXIC)$
//
@点击我就能取名哦
:纳指一切按7月初的预测完美运行，带大家逃顶转空，石油可能已经转变预期暂时止盈
$NQ100指数主连 2209(NQmain)$
$纳斯达克(.IXIC)$
$纳指100ETF(QQQ)$
@点击我就能取名哦：
200周均线支撑还是很强，不太可能大幅下跌现在走完最终下跌浪。不得不说现在和08年已经很像了，最后反弹到8月中旬。9月非常危险。谨慎看反弹，尽量控制亏损情况下hold仓位到7月中下旬就能赢得反弹。不可以太激进，震荡洗盘可能就打掉止损。下半年，石油逢高空，美股8月中旬清仓，静等最后的杀跌$NQ100指数主连 2209(NQmain)$看多$WTI原油主连 2208(CLmain)$$纳斯达克(.IXIC)$
200周均线支撑还是很强，不太可能大幅下跌现在走完最终下跌浪。不得不说现在和08年已经很像了，最后反弹到8月中旬。9月非常危险。谨慎看反弹，尽量控制亏损情况下hold仓位到7月中下旬就能赢得反弹。不可以太激进，震荡洗盘可能就打掉止损。下半年，石油逢高空，美股8月中旬清仓，静等最后的杀跌$NQ100指数主连 2209(NQmain)$看多$WTI原油主连 2208(CLmain)$$纳斯达克(.IXIC)$
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谨谨慎慎
谨谨慎慎
·
2022-08-30
$Faraday Future(FFIE)$
牛b 破新低了
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1
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1
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谨谨慎慎
谨谨慎慎
·
2022-08-10
$威力登激光雷达(VLDR)$
** 加油！
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1
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谨谨慎慎
谨谨慎慎
·
2022-08-10
$Tilray Inc.(TLRY)$
不如不涨 等于没涨
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2
编组 21备份 2
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谨谨慎慎
谨谨慎慎
·
2022-05-11
参考
点评 | 美国CPI正在“筑顶”，但通胀问题可能比预期更持久
4月CPI数据速评拜登的各种行为还是挺好理解的，昨天提前出来对通货膨胀进行讲话，就已经剧透了今天的CPI数据不会太好。今天，整个市场都屏住呼吸等待这个数据：4月CPI8.3%（预期8.1%，上个月8.
点评 | 美国CPI正在“筑顶”，但通胀问题可能比预期更持久
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谨谨慎慎
谨谨慎慎
·
2022-04-11
$哔哩哔哩(BILI)$
也没20%叫爆涨 现在的行情真差
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5
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编组 21备份 2
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谨谨慎慎
谨谨慎慎
·
2022-03-09
散户有那么厉害哦[笑哭]
非常抱歉，此主贴已删除
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5
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谨谨慎慎
谨谨慎慎
·
2022-02-11
$Orphazyme A/S(ORPH)$
又来杀猪了
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谨谨慎慎
谨谨慎慎
·
2022-02-04
补枪！ 最好是跌到100让这些机构入场
非常抱歉，此主贴已删除
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谨谨慎慎
谨谨慎慎
·
2022-01-25
$纳斯达克(.IXIC)$
熔断7个点 都给你们喊熔了
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$纳斯达克(.IXIC)$$纳指100ETF(QQQ)$","images":[{"img":"https://static.tigerbbs.com/bad92a9e6a71b07b48fb16e581b10acb"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/663895173","repostId":"681346166","repostType":1,"repost":{"id":681346166,"gmtCreate":1656686975757,"gmtModify":1704865636834,"author":{"id":"3485826448607678","authorId":"3485826448607678","name":"点击我就能取名哦","avatar":"https://static.tigerbbs.com/43d5820da07400e52d46b96412233177","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3485826448607678","authorIdStr":"3485826448607678"},"themes":[],"htmlText":"200周均线支撑还是很强，不太可能大幅下跌现在走完最终下跌浪。不得不说现在和08年已经很像了，最后反弹到8月中旬。9月非常危险。谨慎看反弹，尽量控制亏损情况下hold仓位到7月中下旬就能赢得反弹。不可以太激进，震荡洗盘可能就打掉止损。下半年，石油逢高空，美股8月中旬清仓，静等最后的杀跌<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>看多<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2208(CLmain)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","listText":"200周均线支撑还是很强，不太可能大幅下跌现在走完最终下跌浪。不得不说现在和08年已经很像了，最后反弹到8月中旬。9月非常危险。谨慎看反弹，尽量控制亏损情况下hold仓位到7月中下旬就能赢得反弹。不可以太激进，震荡洗盘可能就打掉止损。下半年，石油逢高空，美股8月中旬清仓，静等最后的杀跌<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>看多<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2208(CLmain)$</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>","text":"200周均线支撑还是很强，不太可能大幅下跌现在走完最终下跌浪。不得不说现在和08年已经很像了，最后反弹到8月中旬。9月非常危险。谨慎看反弹，尽量控制亏损情况下hold仓位到7月中下旬就能赢得反弹。不可以太激进，震荡洗盘可能就打掉止损。下半年，石油逢高空，美股8月中旬清仓，静等最后的杀跌$NQ100指数主连 2209(NQmain)$看多$WTI原油主连 2208(CLmain)$$纳斯达克(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681346166","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554612926023785","authorId":"3554612926023785","name":"Ericistaking","avatar":"https://static.tigerbbs.com/2ba1a761a1fa79aac1979266b55c5e62","crmLevel":1,"crmLevelSwitch":0,"idStr":"3554612926023785","authorIdStr":"3554612926023785"},"content":"姐，咋样了？还在炒股吗","text":"姐，咋样了？还在炒股吗","html":"姐，咋样了？还在炒股吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":660424434,"gmtCreate":1661874229433,"gmtModify":1661876653956,"author":{"id":"3555496128254996","authorId":"3555496128254996","name":"谨谨慎慎","avatar":"https://static.tigerbbs.com/e2fccf094ed87b6d0296e8f11380efb5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555496128254996","authorIdStr":"3555496128254996"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>牛b 破新低了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>牛b 破新低了","text":"$Faraday Future(FFIE)$牛b 破新低了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/660424434","isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684183840,"gmtCreate":1660144412584,"gmtModify":1660144412584,"author":{"id":"3555496128254996","authorId":"3555496128254996","name":"谨谨慎慎","avatar":"https://static.tigerbbs.com/e2fccf094ed87b6d0296e8f11380efb5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555496128254996","authorIdStr":"3555496128254996"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VLDR\">$威力登激光雷达(VLDR)$</a>** 加油！","listText":"<a href=\"https://laohu8.com/S/VLDR\">$威力登激光雷达(VLDR)$</a>** 加油！","text":"$威力登激光雷达(VLDR)$** 加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684183840","isVote":1,"tweetType":1,"viewCount":5145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684943800,"gmtCreate":1660065961102,"gmtModify":1660065961102,"author":{"id":"3555496128254996","authorId":"3555496128254996","name":"谨谨慎慎","avatar":"https://static.tigerbbs.com/e2fccf094ed87b6d0296e8f11380efb5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555496128254996","authorIdStr":"3555496128254996"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>不如不涨 等于没涨","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>不如不涨 等于没涨","text":"$Tilray Inc.(TLRY)$不如不涨 等于没涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/684943800","isVote":1,"tweetType":1,"viewCount":3622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612852964,"gmtCreate":1652277759958,"gmtModify":1652277759958,"author":{"id":"3555496128254996","authorId":"3555496128254996","name":"谨谨慎慎","avatar":"https://static.tigerbbs.com/e2fccf094ed87b6d0296e8f11380efb5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555496128254996","authorIdStr":"3555496128254996"},"themes":[],"htmlText":"参考","listText":"参考","text":"参考","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/612852964","repostId":"1145065228","repostType":2,"repost":{"id":"1145065228","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652275556,"share":"https://www.laohu8.com/m/news/1145065228?lang=&edition=full","pubTime":"2022-05-11 21:25","market":"us","language":"zh","title":"点评 | 美国CPI正在“筑顶”，但通胀问题可能比预期更持久","url":"https://stock-news.laohu8.com/highlight/detail?id=1145065228","media":"老虎锐评","summary":"4月CPI数据速评拜登的各种行为还是挺好理解的，昨天提前出来对通货膨胀进行讲话，就已经剧透了今天的CPI数据不会太好。今天，整个市场都屏住呼吸等待这个数据：4月CPI8.3%（预期8.1%，上个月8.","content":"<html><head></head><body><p><b>4月CPI数据速评</b></p><p>拜登的各种行为还是挺好理解的，昨天提前出来对通货膨胀进行讲话，就已经剧透了今天的CPI数据不会太好。今天，整个市场都屏住呼吸等待这个数据：4月CPI8.3%（预期8.1%，上个月8.5%），核心CPI 6.2%（预期6.0%，前期6.5%）。</p><p><span style=\"color:rgba(246,36,20,1);\"><b>一句话总结，3月的CPI数据的确见顶，4月CPI开始下滑，但是下滑的速度太慢，市场不喜欢。通胀迟迟不下降或者下降太慢，就意味着美联储的鹰派货币政策不会转向。</b></span>数据发布后，美股三大股指期货瞬间转跌，下图是标普股指期货。<img src=\"https://static.tigerbbs.com/f58d4831121091ad7a8a0e74894e8e8b\" tg-width=\"935\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/>市场不喜欢这个数据，其实这个数据也没那么糟糕！</p><p>个人不太喜欢看通货膨胀的同比，因为新冠这几年，美国的物价变化剧烈。同比高或者低，很可能只是基数高或者低的问题。我更愿意看的CPI是环比，其实也是消费者最能感觉到的物价变化。比方说你去超市买一磅牛肉，你最多能记住上个月的价格来做比较，而很难精准说出去年这个时候牛肉的价格是多少。下图是美国CPI的环比变化，4月份下降到0.3%。<img src=\"https://static.tigerbbs.com/86d7f1ced59e7983b7356a790bbc3608\" tg-width=\"713\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/>下表是CPI数据中，各个分项的数据，红圈注释的是核心CPI的环比增长。<img src=\"https://static.tigerbbs.com/aa1bbe5b83107201fa4d7e3415fc6f6c\" tg-width=\"679\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/>1，二手车和衣服下滑。这是美国消费购买力进一步下降的证据，所以Under Armour, Lululemon，GAP，下季度业绩就很麻烦了。二手车的实际掉价可能比数据更差，二手车零售商Carvana最近宣布裁员12%，约2500人。二手车价格环比已经连跌三月。</p><p>2，新车价格环比上涨1.1%。这一点有点出乎意料，毕竟老百姓的购买力是在下降，但新车的价格缺意外上涨，目前并不知道这是否和上海封城有关系。</p><p>3，交通费用环比增加3.1%。这一项完全是被机票费用拉起来的——机票价格环比上涨了18%。机票价格上涨一方面因为航空燃油价格上涨，一方面是因为美国人都着急出门旅游。<img src=\"https://static.tigerbbs.com/5f967e43ef8bbead83f3461c4164d062\" tg-width=\"716\" tg-height=\"99\" referrerpolicy=\"no-referrer\"/>总之，高涨的CPI在慢慢冷却，只是冷静的速度还不够快，需要一定时间。原油永远是CPI的最核心要素，而美国现在的措施，对于控制油价并没有太多好办法。三大原油国：美国自己因为环保不愿意增长，沙特王子因为和拜登关系太差也不愿意增产，俄罗斯打仗停不下来欧洲还要抵制俄国能源——有意思，好像这三件事都和美国关系密切，再加上美国又是全球第一人均消费大国（不仅是原油，是各方面的消费），所以原油价高这事，还怪不到别人。</p><p>CPI只能慢慢熬。</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>点评 | 美国CPI正在“筑顶”，但通胀问题可能比预期更持久</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点评 | 美国CPI正在“筑顶”，但通胀问题可能比预期更持久\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-05-11 21:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>4月CPI数据速评</b></p><p>拜登的各种行为还是挺好理解的，昨天提前出来对通货膨胀进行讲话，就已经剧透了今天的CPI数据不会太好。今天，整个市场都屏住呼吸等待这个数据：4月CPI8.3%（预期8.1%，上个月8.5%），核心CPI 6.2%（预期6.0%，前期6.5%）。</p><p><span style=\"color:rgba(246,36,20,1);\"><b>一句话总结，3月的CPI数据的确见顶，4月CPI开始下滑，但是下滑的速度太慢，市场不喜欢。通胀迟迟不下降或者下降太慢，就意味着美联储的鹰派货币政策不会转向。</b></span>数据发布后，美股三大股指期货瞬间转跌，下图是标普股指期货。<img src=\"https://static.tigerbbs.com/f58d4831121091ad7a8a0e74894e8e8b\" tg-width=\"935\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/>市场不喜欢这个数据，其实这个数据也没那么糟糕！</p><p>个人不太喜欢看通货膨胀的同比，因为新冠这几年，美国的物价变化剧烈。同比高或者低，很可能只是基数高或者低的问题。我更愿意看的CPI是环比，其实也是消费者最能感觉到的物价变化。比方说你去超市买一磅牛肉，你最多能记住上个月的价格来做比较，而很难精准说出去年这个时候牛肉的价格是多少。下图是美国CPI的环比变化，4月份下降到0.3%。<img src=\"https://static.tigerbbs.com/86d7f1ced59e7983b7356a790bbc3608\" tg-width=\"713\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/>下表是CPI数据中，各个分项的数据，红圈注释的是核心CPI的环比增长。<img src=\"https://static.tigerbbs.com/aa1bbe5b83107201fa4d7e3415fc6f6c\" tg-width=\"679\" tg-height=\"409\" referrerpolicy=\"no-referrer\"/>1，二手车和衣服下滑。这是美国消费购买力进一步下降的证据，所以Under Armour, Lululemon，GAP，下季度业绩就很麻烦了。二手车的实际掉价可能比数据更差，二手车零售商Carvana最近宣布裁员12%，约2500人。二手车价格环比已经连跌三月。</p><p>2，新车价格环比上涨1.1%。这一点有点出乎意料，毕竟老百姓的购买力是在下降，但新车的价格缺意外上涨，目前并不知道这是否和上海封城有关系。</p><p>3，交通费用环比增加3.1%。这一项完全是被机票费用拉起来的——机票价格环比上涨了18%。机票价格上涨一方面因为航空燃油价格上涨，一方面是因为美国人都着急出门旅游。<img src=\"https://static.tigerbbs.com/5f967e43ef8bbead83f3461c4164d062\" tg-width=\"716\" tg-height=\"99\" referrerpolicy=\"no-referrer\"/>总之，高涨的CPI在慢慢冷却，只是冷静的速度还不够快，需要一定时间。原油永远是CPI的最核心要素，而美国现在的措施，对于控制油价并没有太多好办法。三大原油国：美国自己因为环保不愿意增长，沙特王子因为和拜登关系太差也不愿意增产，俄罗斯打仗停不下来欧洲还要抵制俄国能源——有意思，好像这三件事都和美国关系密切，再加上美国又是全球第一人均消费大国（不仅是原油，是各方面的消费），所以原油价高这事，还怪不到别人。</p><p>CPI只能慢慢熬。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145065228","content_text":"4月CPI数据速评拜登的各种行为还是挺好理解的，昨天提前出来对通货膨胀进行讲话，就已经剧透了今天的CPI数据不会太好。今天，整个市场都屏住呼吸等待这个数据：4月CPI8.3%（预期8.1%，上个月8.5%），核心CPI 6.2%（预期6.0%，前期6.5%）。一句话总结，3月的CPI数据的确见顶，4月CPI开始下滑，但是下滑的速度太慢，市场不喜欢。通胀迟迟不下降或者下降太慢，就意味着美联储的鹰派货币政策不会转向。数据发布后，美股三大股指期货瞬间转跌，下图是标普股指期货。市场不喜欢这个数据，其实这个数据也没那么糟糕！个人不太喜欢看通货膨胀的同比，因为新冠这几年，美国的物价变化剧烈。同比高或者低，很可能只是基数高或者低的问题。我更愿意看的CPI是环比，其实也是消费者最能感觉到的物价变化。比方说你去超市买一磅牛肉，你最多能记住上个月的价格来做比较，而很难精准说出去年这个时候牛肉的价格是多少。下图是美国CPI的环比变化，4月份下降到0.3%。下表是CPI数据中，各个分项的数据，红圈注释的是核心CPI的环比增长。1，二手车和衣服下滑。这是美国消费购买力进一步下降的证据，所以Under Armour, Lululemon，GAP，下季度业绩就很麻烦了。二手车的实际掉价可能比数据更差，二手车零售商Carvana最近宣布裁员12%，约2500人。二手车价格环比已经连跌三月。2，新车价格环比上涨1.1%。这一点有点出乎意料，毕竟老百姓的购买力是在下降，但新车的价格缺意外上涨，目前并不知道这是否和上海封城有关系。3，交通费用环比增加3.1%。这一项完全是被机票费用拉起来的——机票价格环比上涨了18%。机票价格上涨一方面因为航空燃油价格上涨，一方面是因为美国人都着急出门旅游。总之，高涨的CPI在慢慢冷却，只是冷静的速度还不够快，需要一定时间。原油永远是CPI的最核心要素，而美国现在的措施，对于控制油价并没有太多好办法。三大原油国：美国自己因为环保不愿意增长，沙特王子因为和拜登关系太差也不愿意增产，俄罗斯打仗停不下来欧洲还要抵制俄国能源——有意思，好像这三件事都和美国关系密切，再加上美国又是全球第一人均消费大国（不仅是原油，是各方面的消费），所以原油价高这事，还怪不到别人。CPI只能慢慢熬。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3912,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554612926023785","authorId":"3554612926023785","name":"Ericistaking","avatar":"https://static.tigerbbs.com/2ba1a761a1fa79aac1979266b55c5e62","crmLevel":1,"crmLevelSwitch":0,"idStr":"3554612926023785","authorIdStr":"3554612926023785"},"content":"姐姐 还在呢？ 还记得我不？ 😂","text":"姐姐 还在呢？ 还记得我不？ 😂","html":"姐姐 还在呢？ 还记得我不？ 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