复兴计划 personal page - To The Moon

复兴计划

复兴计划

偶开天眼觑红尘

128Follow

10128Followers

1Topic

0Badge

2021-06-11

Tiger is here

Taking history as a mirror, the interpretation and impact of soaring inflation in the United States

2020-07-22

NewBee

@Santi小汤:《韭菜版-短歌行》 -對韭當割，人生幾何！

2020-05-28

??

Sorry, the original content has been removed

2020-04-03

$瑞幸咖啡(LK)$[呆住][呆住]

2020-02-10

Newbee

@小虎活动:【有獎活動】預測特斯拉一週漲跌幅！

2019-09-15

[比心]

@老虎专刊:【老虎週刊】老虎社區一週十大精華文章

2019-04-18

?

@源之谷港美股:美股醫藥科技低估成長價值第二十一期

2018-09-25

13.66

@小虎活动:猜雲米IPO收盤價，贏驚喜禮物！

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3479156248791467","uuid":"3479156248791467","gmtCreate":1516069463325,"gmtModify":1636686040224,"name":"复兴计划","pinyin":"fxjhfuxingjihua","introduction":"","introductionEn":null,"signature":"偶开天眼觑红尘","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","hatId":"1640331541884_head_frame","hatName":"goods_111_name","vip":1,"status":2,"fanSize":10128,"headSize":128,"tweetSize":392,"questionSize":0,"limitLevel":900,"accountStatus":3,"level":{"id":7,"name":"军师虎","nameTw":"軍師虎","represent":"伏龙凤雏","factor":"发布150条非转发主帖,其中50条优质帖,50条帖子被编辑选为精华,评论300次","iconColor":"F55561","bgColor":"FFBECD"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":5,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":181407915,"gmtCreate":1623405187037,"gmtModify":1704202702412,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181407915","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=en_US&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"Taking history as a mirror, the interpretation and impact of soaring inflation in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>On June 10, 2021, Eastern Time, the U.S. Department of Labor released inflation data for May.<b>In May, the U.S. CPI rose 5.0% year-on-year, and the core CPI rose 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's June interest rate meeting is just around the corner, and inflation concerns linger in the market.</b>We review several surges in U.S. inflation in history to better understand this inflation and its impact:</p><p><b>Since 1960, the US CPI has exceeded 5% year-on-year four times</b>(Figure 1). We conducted a review on the economic fundamentals and Fed policy during the CPI breaking 4%, breaking 5% and falling back (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the remaining temperature of the large government spending and fiscal stimulus in the early stage is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the U.S. economy has fallen into stagflation, and supply shocks and costs have pushed up inflation. The government's price control failed, and the monetary policy lacked independence and lagged behind, which failed to curb inflation successfully.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced rapid growth, but in 1987, the economic growth began to slow down, and the pressure of rising wages and prices appeared, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>Soaring oil prices pushed up inflation and the financial crisis broke out. The primary task of the Federal Reserve's monetary policy was to rescue the market, and inflation was not in its focus.</p><p><b>The causes of current inflation and the inflation of 1973-1982 are relatively similar, both driven by costs.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reasons for this surge in inflation are the base effect and supply shortages under the epidemic.</b>The U.S. CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of the CPI index, the compound growth rate in May 2021 relative to May 2019 is only 2.5%.</b></p><p><b>For the interpretation of inflation this year, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main drivers of inflation is used cars.</b>With the worsening of the epidemic in Southeast Asia, chip factories in many places have shut down, and the shortage of chips has caused car companies to cut production. The supply of new cars is insufficient, the demand for used cars has soared, and prices have soared (Figure 2). According to Manheim data, the price increase of used cars will exceed that of new cars in 2021 (Figure 3). In addition, other transportation-related price increases further expanded in May, and the price increase of transportation services doubled from 5.6% in April to 11.2%.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent price has an important impact on the interpretation of future inflation.</b>The weight of rent in the U.S. CPI is relatively high (about 30%). Although the growth rate of rent is relatively moderate compared with other sub-items (a year-on-year increase of 2.2% in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4), we<b>It is expected that rents will continue to rise moderately in the future due to the shortage of supply</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation rate data shows that 2%<b>U.S. consumer five-year inflation expectations jumped to 3.0% in May 2021 from 2.7% last month (Figure 5), but are still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as mentioned in our previous report, the Fed focuses on monitoring inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released at the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will inflation affect asset prices in the future?</b></p><p>We have analyzed the changes in the yields of the U.S. dollar, U.S. stocks and U.S. bonds in different time intervals after the CPI broke 4% among the above four major inflations (Table 2):<b>Inflation has a negative impact on the U.S. dollar and U.S. stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on U.S. bond yields is irregular. For the research framework of U.S. bonds, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Fed tightens monetary policy too quickly, geopolitical risks mount</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you post a message \"Tiger is here\", you will receive 100 tiger coins. If you collect 7 pictures and leave a message, you will also receive a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[Seventh Anniversary Prize-winning Event] Tiger Search</a>Understand)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>Taking history as a mirror, the interpretation and impact of soaring inflation in the United States</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaking history as a mirror, the interpretation and impact of soaring inflation in the United States\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2021-06-10 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 10, 2021, Eastern Time, the U.S. Department of Labor released inflation data for May.<b>In May, the U.S. CPI rose 5.0% year-on-year, and the core CPI rose 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's June interest rate meeting is just around the corner, and inflation concerns linger in the market.</b>We review several surges in U.S. inflation in history to better understand this inflation and its impact:</p><p><b>Since 1960, the US CPI has exceeded 5% year-on-year four times</b>(Figure 1). We conducted a review on the economic fundamentals and Fed policy during the CPI breaking 4%, breaking 5% and falling back (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the remaining temperature of the large government spending and fiscal stimulus in the early stage is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the U.S. economy has fallen into stagflation, and supply shocks and costs have pushed up inflation. The government's price control failed, and the monetary policy lacked independence and lagged behind, which failed to curb inflation successfully.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced rapid growth, but in 1987, the economic growth began to slow down, and the pressure of rising wages and prices appeared, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>Soaring oil prices pushed up inflation and the financial crisis broke out. The primary task of the Federal Reserve's monetary policy was to rescue the market, and inflation was not in its focus.</p><p><b>The causes of current inflation and the inflation of 1973-1982 are relatively similar, both driven by costs.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reasons for this surge in inflation are the base effect and supply shortages under the epidemic.</b>The U.S. CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of the CPI index, the compound growth rate in May 2021 relative to May 2019 is only 2.5%.</b></p><p><b>For the interpretation of inflation this year, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main drivers of inflation is used cars.</b>With the worsening of the epidemic in Southeast Asia, chip factories in many places have shut down, and the shortage of chips has caused car companies to cut production. The supply of new cars is insufficient, the demand for used cars has soared, and prices have soared (Figure 2). According to Manheim data, the price increase of used cars will exceed that of new cars in 2021 (Figure 3). In addition, other transportation-related price increases further expanded in May, and the price increase of transportation services doubled from 5.6% in April to 11.2%.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent price has an important impact on the interpretation of future inflation.</b>The weight of rent in the U.S. CPI is relatively high (about 30%). Although the growth rate of rent is relatively moderate compared with other sub-items (a year-on-year increase of 2.2% in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4), we<b>It is expected that rents will continue to rise moderately in the future due to the shortage of supply</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation rate data shows that 2%<b>U.S. consumer five-year inflation expectations jumped to 3.0% in May 2021 from 2.7% last month (Figure 5), but are still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as mentioned in our previous report, the Fed focuses on monitoring inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released at the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will inflation affect asset prices in the future?</b></p><p>We have analyzed the changes in the yields of the U.S. dollar, U.S. stocks and U.S. bonds in different time intervals after the CPI broke 4% among the above four major inflations (Table 2):<b>Inflation has a negative impact on the U.S. dollar and U.S. stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on U.S. bond yields is irregular. For the research framework of U.S. bonds, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Fed tightens monetary policy too quickly, geopolitical risks mount</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you post a message \"Tiger is here\", you will receive 100 tiger coins. If you collect 7 pictures and leave a message, you will also receive a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[Seventh Anniversary Prize-winning Event] Tiger Search</a>Understand)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":948502819,"gmtCreate":1595411561331,"gmtModify":1705048468025,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"title":"","htmlText":"NewBee","listText":"NewBee","text":"NewBee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/948502819","repostId":"948941618","repostType":1,"repost":{"id":948941618,"gmtCreate":1595238282134,"gmtModify":1705047798830,"author":{"id":"3491292989404422","authorId":"3491292989404422","name":"Santi小汤","avatar":"https://static.tigerbbs.com/824529f32e2f5d57ea9898b7e9a3fd48","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491292989404422","authorIdStr":"3491292989404422"},"themes":[],"title":"《韭菜版-短歌行》 -對韭當割，人生幾何！","htmlText":"《韭菜版-短歌行》&nbsp; 作者：Future小哥哥&nbsp;改編自曹操的《短歌行》 對韭當割，人生幾何！ 譬如跑路，近日苦多。 改當狗莊，憂思難忘。 何以解憂？唯有爆倉。 青青子衿，悠悠我心。 但爲金故，扛單至今。 呦呦哭鳴，爲你不平。 偶有嘉賓，鼓瑟吹嗶。 明冥如夜，何時可佛？ 憂從中來，不可斷絕。 越陌度阡，維權相存。 契闊談幣，心念故溫。 線明量稀，倉位南飛。 深套三波，何點可活？ 山不厭高，海不厭深。 周公幫補，天下歸新。 <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟誰學(GSX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;","listText":"《韭菜版-短歌行》&nbsp; 作者：Future小哥哥&nbsp;改編自曹操的《短歌行》 對韭當割，人生幾何！ 譬如跑路，近日苦多。 改當狗莊，憂思難忘。 何以解憂？唯有爆倉。 青青子衿，悠悠我心。 但爲金故，扛單至今。 呦呦哭鳴，爲你不平。 偶有嘉賓，鼓瑟吹嗶。 明冥如夜，何時可佛？ 憂從中來，不可斷絕。 越陌度阡，維權相存。 契闊談幣，心念故溫。 線明量稀，倉位南飛。 深套三波，何點可活？ 山不厭高，海不厭深。 周公幫補，天下歸新。 <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟誰學(GSX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;","text":"《韭菜版-短歌行》 作者：Future小哥哥 改編自曹操的《短歌行》 對韭當割，人生幾何！ 譬如跑路，近日苦多。 改當狗莊，憂思難忘。 何以解憂？唯有爆倉。 青青子衿，悠悠我心。 但爲金故，扛單至今。 呦呦哭鳴，爲你不平。 偶有嘉賓，鼓瑟吹嗶。 明冥如夜，何時可佛？ 憂從中來，不可斷絕。 越陌度阡，維權相存。 契闊談幣，心念故溫。 線明量稀，倉位南飛。 深套三波，何點可活？ 山不厭高，海不厭深。 周公幫補，天下歸新。 $蔚來(NIO)$ $特斯拉(TSLA)$ $跟誰學(GSX)$ $瑞幸咖啡(LKNCY)$ $納斯達克(.IXIC)$ @愛發紅包的虎妞 @小虎AV","images":[{"img":"https://static.tigerbbs.com/d666b7dc6c19543fdb8af7afa4c4e5ab","width":"446","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/948941618","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":951391721,"gmtCreate":1590653848763,"gmtModify":1705313068898,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/951391721","repostId":"1194465094","repostType":2,"isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":923496738,"gmtCreate":1585902466424,"gmtModify":1705299517435,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>[呆住][呆住]","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>[呆住][呆住]","text":"$瑞幸咖啡(LK)$[呆住][呆住]","images":[{"img":"https://static.tigerbbs.com/b435f7873a46bf73349da90984b90502","width":"750","height":"540"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/923496738","isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":914629362,"gmtCreate":1581320325756,"gmtModify":1705425833144,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"Newbee","listText":"Newbee","text":"Newbee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914629362","repostId":"914620531","repostType":1,"repost":{"id":914620531,"gmtCreate":1581320142822,"gmtModify":1705425833308,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【有獎活動】預測特斯拉一週漲跌幅！","htmlText":"股價創新高的上週二，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 一隻股票成交額高達553億美元，大於第2名-第9名之和。 特斯拉大股東順勢喊出十年銷售萬億的雄言。就在萬衆期待特斯拉摸高1000美元，週三大跌17.18%，創下8年來最大當日跌幅。如此過山車般表現，小虎爲您梳理下思路哈~ 分析認爲，特斯拉本輪股價走高，有如下原因： 一個是 Q4財報大超預期，營收盈利創新高，交車輛超預期 還有上週和寧德時代的合作，這個消息可以解讀出 2方面，一個是特斯拉產量大增，原本供貨商松下的電池產能已無法滿足其需求，另一個是選用本土電池供應商，標誌着馬斯克越來越重視特斯拉的 “賺錢能力 ”了。 最後一點是在分析師爲特斯拉提高評級，分析師在得知特斯拉將於中國本土電池廠商寧德加強合作後，紛紛提升了評級，再加上扎空因素影響，進一步推升了特斯拉股價。 正是有了基本面因素支撐，特斯拉股價連創新高。 而之後大跌的理由，如果一定要找竟然是這個嗎， 特斯拉表示，由於冠狀病毒的爆發，其最近開業的上海工廠將關閉，預計其 Model 3轎車的交貨將出現延誤。 以及，經歷大漲後分析師們翻空特斯拉了， 約 45%的華爾街分析師對特斯拉股票的評級爲 “賣出 ”，創造了該公司股票歷史上最不被看好的新紀錄。只有 19%的華爾街分析師對特斯拉股票給出 “買入 ”評級，這也是歷史最低水平。在經歷了動盪的一週和今年創紀錄的漲勢之後，分析師們表示，特斯拉股價已變得與潛在基本面脫節。 如您對特斯拉有更深的研究興趣，請戳<a href=\"https://laohu8.com/U/36979109942400\">@小虎週報</a> 投研文章 <a href=\"https://laohu8.com/TW/915300818\" target=\"_blank\"></a>","listText":"股價創新高的上週二，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 一隻股票成交額高達553億美元，大於第2名-第9名之和。 特斯拉大股東順勢喊出十年銷售萬億的雄言。就在萬衆期待特斯拉摸高1000美元，週三大跌17.18%，創下8年來最大當日跌幅。如此過山車般表現，小虎爲您梳理下思路哈~ 分析認爲，特斯拉本輪股價走高，有如下原因： 一個是 Q4財報大超預期，營收盈利創新高，交車輛超預期 還有上週和寧德時代的合作，這個消息可以解讀出 2方面，一個是特斯拉產量大增，原本供貨商松下的電池產能已無法滿足其需求，另一個是選用本土電池供應商，標誌着馬斯克越來越重視特斯拉的 “賺錢能力 ”了。 最後一點是在分析師爲特斯拉提高評級，分析師在得知特斯拉將於中國本土電池廠商寧德加強合作後，紛紛提升了評級，再加上扎空因素影響，進一步推升了特斯拉股價。 正是有了基本面因素支撐，特斯拉股價連創新高。 而之後大跌的理由，如果一定要找竟然是這個嗎， 特斯拉表示，由於冠狀病毒的爆發，其最近開業的上海工廠將關閉，預計其 Model 3轎車的交貨將出現延誤。 以及，經歷大漲後分析師們翻空特斯拉了， 約 45%的華爾街分析師對特斯拉股票的評級爲 “賣出 ”，創造了該公司股票歷史上最不被看好的新紀錄。只有 19%的華爾街分析師對特斯拉股票給出 “買入 ”評級，這也是歷史最低水平。在經歷了動盪的一週和今年創紀錄的漲勢之後，分析師們表示，特斯拉股價已變得與潛在基本面脫節。 如您對特斯拉有更深的研究興趣，請戳<a href=\"https://laohu8.com/U/36979109942400\">@小虎週報</a> 投研文章 <a href=\"https://laohu8.com/TW/915300818\" target=\"_blank\"></a>","text":"股價創新高的上週二，$特斯拉(TSLA)$ 一隻股票成交額高達553億美元，大於第2名-第9名之和。 特斯拉大股東順勢喊出十年銷售萬億的雄言。就在萬衆期待特斯拉摸高1000美元，週三大跌17.18%，創下8年來最大當日跌幅。如此過山車般表現，小虎爲您梳理下思路哈~ 分析認爲，特斯拉本輪股價走高，有如下原因： 一個是 Q4財報大超預期，營收盈利創新高，交車輛超預期 還有上週和寧德時代的合作，這個消息可以解讀出 2方面，一個是特斯拉產量大增，原本供貨商松下的電池產能已無法滿足其需求，另一個是選用本土電池供應商，標誌着馬斯克越來越重視特斯拉的 “賺錢能力 ”了。 最後一點是在分析師爲特斯拉提高評級，分析師在得知特斯拉將於中國本土電池廠商寧德加強合作後，紛紛提升了評級，再加上扎空因素影響，進一步推升了特斯拉股價。 正是有了基本面因素支撐，特斯拉股價連創新高。 而之後大跌的理由，如果一定要找竟然是這個嗎， 特斯拉表示，由於冠狀病毒的爆發，其最近開業的上海工廠將關閉，預計其 Model 3轎車的交貨將出現延誤。 以及，經歷大漲後分析師們翻空特斯拉了， 約 45%的華爾街分析師對特斯拉股票的評級爲 “賣出 ”，創造了該公司股票歷史上最不被看好的新紀錄。只有 19%的華爾街分析師對特斯拉股票給出 “買入 ”評級，這也是歷史最低水平。在經歷了動盪的一週和今年創紀錄的漲勢之後，分析師們表示，特斯拉股價已變得與潛在基本面脫節。 如您對特斯拉有更深的研究興趣，請戳@小虎週報 投研文章","images":[{"img":"https://static.tigerbbs.com/a71e8284a3d63e874c6a1802ef51df78"},{"img":"https://static.tigerbbs.com/05977e5004cd5c47c2a0abd4f3fa557d"},{"img":"https://static.tigerbbs.com/c508dd3e6cd3fa6975a3d62a1f62f28e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914620531","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":757,"gmtBegin":1581320175475,"gmtEnd":1581498000352,"type":1,"upper":1,"title":"預測特斯拉本週漲跌幅！","choices":[{"id":3028,"sort":1,"name":"漲12%以上","userSize":249,"voted":false},{"id":3029,"sort":2,"name":"漲6%-12%","userSize":125,"voted":false},{"id":3030,"sort":3,"name":"漲6%以內","userSize":85,"voted":false},{"id":3031,"sort":4,"name":"跌6%以內","userSize":51,"voted":false},{"id":3032,"sort":5,"name":"跌6%-12%","userSize":56,"voted":false},{"id":3033,"sort":6,"name":"跌12%以上","userSize":96,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930444520,"gmtCreate":1568517746960,"gmtModify":1705403996317,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"[比心]","listText":"[比心]","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930444520","repostId":"930444801","repostType":1,"repost":{"id":930444801,"gmtCreate":1568517192203,"gmtModify":1705403995992,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"35433028694349","authorIdStr":"35433028694349"},"themes":[],"title":"【老虎週刊】老虎社區一週十大精華文章","htmlText":"老虎社區一週精華榜單： <a href=\"https://laohu8.com/TW/930955089\" target=\"_blank\">百度比谷歌差距在哪兒？</a> 發佈者：@泰哥工作室 谷歌第二季度財報創自15年以來財報最高漲幅，而同期百度股價折回百元。究竟是什麼原因、哪些業務讓谷歌在移動時代依然保持龍頭地位？百度到底錯失了什麼？ <a href=\"https://laohu8.com/TW/930862245\" target=\"_blank\">寫於iphone11 發售之際的一點想法</a> 發佈者：@小白01的投資隨筆 於本次iphone的發行，我主要有兩個想法：第一，iphone11的定價又調整回幾年之前的價格區間，也就意味着蘋果從“提價保量“的思路變回“穩假提量“，後者的思路在很多年前已經被驗證是盈利穩定增長的合理策略。第二，關於新iphone不支持5g的問題... <a href=\"https://laohu8.com/TW/930261439\" target=\"_blank\">【虎友訪談】f93712：9月份A股和美股將會暴漲</a> 發佈者：@小虎訪談 我覺得投資是非常嚴謹的事，非常希望論壇中每一位虎友都能獨立自主，自立自強。回想當初自己初玩美股，沒人指導，自己摸索，走了不少彎路，希望虎友們能縮短這個歷練的時間。 <a href=\"https://laohu8.com/TW/930311095\" target=\"_blank\">拼多多不配400億美元的市值</a> 發佈者：@小碼農大金融 要說明的是，我並非是覺得拼多多一無是處，只是覺得彼時的京東和拼多多市值相近一定是不符合邏輯的。 <a href=\"https://laohu8.com/TW/930875427\" target=\"_blank\">蘋果進軍流媒體勝算幾何？</a> 發","listText":"老虎社區一週精華榜單： <a href=\"https://laohu8.com/TW/930955089\" target=\"_blank\">百度比谷歌差距在哪兒？</a> 發佈者：@泰哥工作室 谷歌第二季度財報創自15年以來財報最高漲幅，而同期百度股價折回百元。究竟是什麼原因、哪些業務讓谷歌在移動時代依然保持龍頭地位？百度到底錯失了什麼？ <a href=\"https://laohu8.com/TW/930862245\" target=\"_blank\">寫於iphone11 發售之際的一點想法</a> 發佈者：@小白01的投資隨筆 於本次iphone的發行，我主要有兩個想法：第一，iphone11的定價又調整回幾年之前的價格區間，也就意味着蘋果從“提價保量“的思路變回“穩假提量“，後者的思路在很多年前已經被驗證是盈利穩定增長的合理策略。第二，關於新iphone不支持5g的問題... <a href=\"https://laohu8.com/TW/930261439\" target=\"_blank\">【虎友訪談】f93712：9月份A股和美股將會暴漲</a> 發佈者：@小虎訪談 我覺得投資是非常嚴謹的事，非常希望論壇中每一位虎友都能獨立自主，自立自強。回想當初自己初玩美股，沒人指導，自己摸索，走了不少彎路，希望虎友們能縮短這個歷練的時間。 <a href=\"https://laohu8.com/TW/930311095\" target=\"_blank\">拼多多不配400億美元的市值</a> 發佈者：@小碼農大金融 要說明的是，我並非是覺得拼多多一無是處，只是覺得彼時的京東和拼多多市值相近一定是不符合邏輯的。 <a href=\"https://laohu8.com/TW/930875427\" target=\"_blank\">蘋果進軍流媒體勝算幾何？</a> 發","text":"老虎社區一週精華榜單： 百度比谷歌差距在哪兒？ 發佈者：@泰哥工作室 谷歌第二季度財報創自15年以來財報最高漲幅，而同期百度股價折回百元。究竟是什麼原因、哪些業務讓谷歌在移動時代依然保持龍頭地位？百度到底錯失了什麼？ 寫於iphone11 發售之際的一點想法 發佈者：@小白01的投資隨筆 於本次iphone的發行，我主要有兩個想法：第一，iphone11的定價又調整回幾年之前的價格區間，也就意味着蘋果從“提價保量“的思路變回“穩假提量“，後者的思路在很多年前已經被驗證是盈利穩定增長的合理策略。第二，關於新iphone不支持5g的問題... 【虎友訪談】f93712：9月份A股和美股將會暴漲 發佈者：@小虎訪談 我覺得投資是非常嚴謹的事，非常希望論壇中每一位虎友都能獨立自主，自立自強。回想當初自己初玩美股，沒人指導，自己摸索，走了不少彎路，希望虎友們能縮短這個歷練的時間。 拼多多不配400億美元的市值 發佈者：@小碼農大金融 要說明的是，我並非是覺得拼多多一無是處，只是覺得彼時的京東和拼多多市值相近一定是不符合邏輯的。 蘋果進軍流媒體勝算幾何？ 發","images":[{"img":"https://static.tigerbbs.com/f5999328a6c46670103d5d9ac648a866"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930444801","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":900633896,"gmtCreate":1555553386215,"gmtModify":1705574574250,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/900633896","repostId":"900189956","repostType":1,"repost":{"id":900189956,"gmtCreate":1555503594375,"gmtModify":1705574354790,"author":{"id":"3475967829196344","authorId":"3475967829196344","name":"源之谷港美股","avatar":"https://static.tigerbbs.com/5aca40fe7d3ae7fae0593f52e819c9d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475967829196344","authorIdStr":"3475967829196344"},"themes":[],"title":"美股醫藥科技低估成長價值第二十一期","htmlText":"文/文白 來源：源之谷港美股 源之谷港美股專注港美股市場醫藥，科技，嚴重低估個股的深度研究，讓價值重回光明，讓科技改變人生，歡迎交流！ 1. Amneal製藥 $(AMRX)$ Amneal Pharmaceuticals, Inc.是一家通用製藥公司，專門從事各種劑型和治療領域的高價值仿製藥產品的開發，生產，銷售和分銷。 Amneal目前在美國銷售超過100個產品系列，其市場和管道仿製藥產品組合覆蓋廣泛的劑型和給藥系統，包括速釋口服固體，如片劑，膠囊和粉劑，液體，無菌注射劑，鼻腔噴霧劑，吸入劑和呼吸產品，眼科用藥（其爲用於眼部條件的無菌藥物製劑），薄膜，透皮貼劑和局部用藥（其是設計用於通過皮膚局部施用藥物的乳膏或凝膠）。由於複雜的藥物配方或製造，法律和監管方面的挑戰，Amneal專注於開發具有大量進入障礙的產品。專注於這些機會允許Amneal提供FTF，FTM和其他“高價值”產品，這是Amneal在發佈時定義爲具有零至三個通用競爭對手的產品。這些產品在推出時通常競爭有限，往往比其他非專利藥品更有利可圖，並且往往具有更長的生命週期。 2. Allogene療法 $(ALLO)$ Allogene Therapeutics, Inc.於2017年11月30日在特拉華州成立，總部位於加利福尼亞州南舊金山。該公司是一家臨牀階段免疫腫瘤學公司，開創了用於治療癌症的基因工程異體T細胞療法的開發和商業化。公司正在開發一種現成的T細胞候選產品系列，旨在靶向和殺死癌細胞。Allogene Therapeutics, Inc.工程改造的T細胞是同種異體的，這意味着它們來自健康供體，用於任何患者，而不是來自患者的個體患者，如自體T細胞的情況。 3. Intercept製藥 $(ICPT)$ Intercept Pharmaceuticals, Inc.於2002年9月4日在特拉華州註冊，是一家","listText":"文/文白 來源：源之谷港美股 源之谷港美股專注港美股市場醫藥，科技，嚴重低估個股的深度研究，讓價值重回光明，讓科技改變人生，歡迎交流！ 1. Amneal製藥 $(AMRX)$ Amneal Pharmaceuticals, Inc.是一家通用製藥公司，專門從事各種劑型和治療領域的高價值仿製藥產品的開發，生產，銷售和分銷。 Amneal目前在美國銷售超過100個產品系列，其市場和管道仿製藥產品組合覆蓋廣泛的劑型和給藥系統，包括速釋口服固體，如片劑，膠囊和粉劑，液體，無菌注射劑，鼻腔噴霧劑，吸入劑和呼吸產品，眼科用藥（其爲用於眼部條件的無菌藥物製劑），薄膜，透皮貼劑和局部用藥（其是設計用於通過皮膚局部施用藥物的乳膏或凝膠）。由於複雜的藥物配方或製造，法律和監管方面的挑戰，Amneal專注於開發具有大量進入障礙的產品。專注於這些機會允許Amneal提供FTF，FTM和其他“高價值”產品，這是Amneal在發佈時定義爲具有零至三個通用競爭對手的產品。這些產品在推出時通常競爭有限，往往比其他非專利藥品更有利可圖，並且往往具有更長的生命週期。 2. Allogene療法 $(ALLO)$ Allogene Therapeutics, Inc.於2017年11月30日在特拉華州成立，總部位於加利福尼亞州南舊金山。該公司是一家臨牀階段免疫腫瘤學公司，開創了用於治療癌症的基因工程異體T細胞療法的開發和商業化。公司正在開發一種現成的T細胞候選產品系列，旨在靶向和殺死癌細胞。Allogene Therapeutics, Inc.工程改造的T細胞是同種異體的，這意味着它們來自健康供體，用於任何患者，而不是來自患者的個體患者，如自體T細胞的情況。 3. Intercept製藥 $(ICPT)$ Intercept Pharmaceuticals, Inc.於2002年9月4日在特拉華州註冊，是一家","text":"文/文白 來源：源之谷港美股 源之谷港美股專注港美股市場醫藥，科技，嚴重低估個股的深度研究，讓價值重回光明，讓科技改變人生，歡迎交流！ 1. Amneal製藥 $(AMRX)$ Amneal Pharmaceuticals, Inc.是一家通用製藥公司，專門從事各種劑型和治療領域的高價值仿製藥產品的開發，生產，銷售和分銷。 Amneal目前在美國銷售超過100個產品系列，其市場和管道仿製藥產品組合覆蓋廣泛的劑型和給藥系統，包括速釋口服固體，如片劑，膠囊和粉劑，液體，無菌注射劑，鼻腔噴霧劑，吸入劑和呼吸產品，眼科用藥（其爲用於眼部條件的無菌藥物製劑），薄膜，透皮貼劑和局部用藥（其是設計用於通過皮膚局部施用藥物的乳膏或凝膠）。由於複雜的藥物配方或製造，法律和監管方面的挑戰，Amneal專注於開發具有大量進入障礙的產品。專注於這些機會允許Amneal提供FTF，FTM和其他“高價值”產品，這是Amneal在發佈時定義爲具有零至三個通用競爭對手的產品。這些產品在推出時通常競爭有限，往往比其他非專利藥品更有利可圖，並且往往具有更長的生命週期。 2. Allogene療法 $(ALLO)$ Allogene Therapeutics, Inc.於2017年11月30日在特拉華州成立，總部位於加利福尼亞州南舊金山。該公司是一家臨牀階段免疫腫瘤學公司，開創了用於治療癌症的基因工程異體T細胞療法的開發和商業化。公司正在開發一種現成的T細胞候選產品系列，旨在靶向和殺死癌細胞。Allogene Therapeutics, Inc.工程改造的T細胞是同種異體的，這意味着它們來自健康供體，用於任何患者，而不是來自患者的個體患者，如自體T細胞的情況。 3. Intercept製藥 $(ICPT)$ Intercept Pharmaceuticals, Inc.於2002年9月4日在特拉華州註冊，是一家","images":[{"img":"https://static.tigerbbs.com/99b91663daf8c49d58d132e748e03d2b"},{"img":"https://static.tigerbbs.com/39dfd42f63b9871f58815d98f4eace18"},{"img":"https://static.tigerbbs.com/d0ba25e320aa890bb659e2a0627cbb8d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/900189956","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277836,"gmtCreate":1537861700857,"gmtModify":1706075192773,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479156248791467","authorIdStr":"3479156248791467"},"themes":[],"htmlText":"13.66","listText":"13.66","text":"13.66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277836","repostId":"277826","repostType":1,"repost":{"id":277826,"gmtCreate":1537861064101,"gmtModify":1746057433578,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"猜雲米IPO收盤價，贏驚喜禮物！","htmlText":"小米旗下生態鏈家電供應商雲米科技$(VIOT)$，將於今晚正式登陸納斯達克上市。IPO定價9美元，位於此前招股價區間價9美元-11美元的底端。雲米定位自身爲全屋互聯網家電企業，當前主要產品爲小米淨水器、小米恆溫壺等，自有品牌產品包括雲米冰箱、洗衣機、熱水器等家電產品。 社區虎友@MidasMike <a href=\"https://laohu8.com/TW/276526\" target=\"_blank\">《投資筆記-雲米科技招股說明書》</a>一文，從主營業務到財務數據，詳細分析了雲米的基本面。現在，虎友們一起來預測一下雲米上市首日收盤價！在老虎社區轉發本帖並留言參與競猜雲米首日收盤價，精準預測或最接近的虎友，將獲得雲米便攜真空保溫水杯一隻。 活動規則： 在老虎社區轉發本帖，並在帖子下方留言競猜。 活動截止時間：9月26日 00：00","listText":"小米旗下生態鏈家電供應商雲米科技$(VIOT)$，將於今晚正式登陸納斯達克上市。IPO定價9美元，位於此前招股價區間價9美元-11美元的底端。雲米定位自身爲全屋互聯網家電企業，當前主要產品爲小米淨水器、小米恆溫壺等，自有品牌產品包括雲米冰箱、洗衣機、熱水器等家電產品。 社區虎友@MidasMike <a href=\"https://laohu8.com/TW/276526\" target=\"_blank\">《投資筆記-雲米科技招股說明書》</a>一文，從主營業務到財務數據，詳細分析了雲米的基本面。現在，虎友們一起來預測一下雲米上市首日收盤價！在老虎社區轉發本帖並留言參與競猜雲米首日收盤價，精準預測或最接近的虎友，將獲得雲米便攜真空保溫水杯一隻。 活動規則： 在老虎社區轉發本帖，並在帖子下方留言競猜。 活動截止時間：9月26日 00：00","text":"小米旗下生態鏈家電供應商雲米科技$(VIOT)$，將於今晚正式登陸納斯達克上市。IPO定價9美元，位於此前招股價區間價9美元-11美元的底端。雲米定位自身爲全屋互聯網家電企業，當前主要產品爲小米淨水器、小米恆溫壺等，自有品牌產品包括雲米冰箱、洗衣機、熱水器等家電產品。 社區虎友@MidasMike 《投資筆記-雲米科技招股說明書》一文，從主營業務到財務數據，詳細分析了雲米的基本面。現在，虎友們一起來預測一下雲米上市首日收盤價！在老虎社區轉發本帖並留言參與競猜雲米首日收盤價，精準預測或最接近的虎友，將獲得雲米便攜真空保溫水杯一隻。 活動規則： 在老虎社區轉發本帖，並在帖子下方留言競猜。 活動截止時間：9月26日 00：00","images":[{"img":"https://static.tigerbbs.com/eeef0e2c357c13855d42dc5137112245"},{"img":"https://static.tigerbbs.com/567658062274872e9fea0460ccc76443"},{"img":"https://static.tigerbbs.com/8a6652ac6879b2484f01d016130dd257"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277826","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":923496738,"gmtCreate":1585902466424,"gmtModify":1705299517435,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>[呆住][呆住]","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>[呆住][呆住]","text":"$瑞幸咖啡(LK)$[呆住][呆住]","images":[{"img":"https://static.tigerbbs.com/b435f7873a46bf73349da90984b90502","width":"750","height":"540"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/923496738","isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":914629362,"gmtCreate":1581320325756,"gmtModify":1705425833144,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"Newbee","listText":"Newbee","text":"Newbee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914629362","repostId":"914620531","repostType":1,"repost":{"id":914620531,"gmtCreate":1581320142822,"gmtModify":1705425833308,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【有獎活動】預測特斯拉一週漲跌幅！","htmlText":"股價創新高的上週二，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 一隻股票成交額高達553億美元，大於第2名-第9名之和。 特斯拉大股東順勢喊出十年銷售萬億的雄言。就在萬衆期待特斯拉摸高1000美元，週三大跌17.18%，創下8年來最大當日跌幅。如此過山車般表現，小虎爲您梳理下思路哈~ 分析認爲，特斯拉本輪股價走高，有如下原因： 一個是 Q4財報大超預期，營收盈利創新高，交車輛超預期 還有上週和寧德時代的合作，這個消息可以解讀出 2方面，一個是特斯拉產量大增，原本供貨商松下的電池產能已無法滿足其需求，另一個是選用本土電池供應商，標誌着馬斯克越來越重視特斯拉的 “賺錢能力 ”了。 最後一點是在分析師爲特斯拉提高評級，分析師在得知特斯拉將於中國本土電池廠商寧德加強合作後，紛紛提升了評級，再加上扎空因素影響，進一步推升了特斯拉股價。 正是有了基本面因素支撐，特斯拉股價連創新高。 而之後大跌的理由，如果一定要找竟然是這個嗎， 特斯拉表示，由於冠狀病毒的爆發，其最近開業的上海工廠將關閉，預計其 Model 3轎車的交貨將出現延誤。 以及，經歷大漲後分析師們翻空特斯拉了， 約 45%的華爾街分析師對特斯拉股票的評級爲 “賣出 ”，創造了該公司股票歷史上最不被看好的新紀錄。只有 19%的華爾街分析師對特斯拉股票給出 “買入 ”評級，這也是歷史最低水平。在經歷了動盪的一週和今年創紀錄的漲勢之後，分析師們表示，特斯拉股價已變得與潛在基本面脫節。 如您對特斯拉有更深的研究興趣，請戳<a href=\"https://laohu8.com/U/36979109942400\">@小虎週報</a> 投研文章 <a href=\"https://laohu8.com/TW/915300818\" target=\"_blank\"></a>","listText":"股價創新高的上週二，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 一隻股票成交額高達553億美元，大於第2名-第9名之和。 特斯拉大股東順勢喊出十年銷售萬億的雄言。就在萬衆期待特斯拉摸高1000美元，週三大跌17.18%，創下8年來最大當日跌幅。如此過山車般表現，小虎爲您梳理下思路哈~ 分析認爲，特斯拉本輪股價走高，有如下原因： 一個是 Q4財報大超預期，營收盈利創新高，交車輛超預期 還有上週和寧德時代的合作，這個消息可以解讀出 2方面，一個是特斯拉產量大增，原本供貨商松下的電池產能已無法滿足其需求，另一個是選用本土電池供應商，標誌着馬斯克越來越重視特斯拉的 “賺錢能力 ”了。 最後一點是在分析師爲特斯拉提高評級，分析師在得知特斯拉將於中國本土電池廠商寧德加強合作後，紛紛提升了評級，再加上扎空因素影響，進一步推升了特斯拉股價。 正是有了基本面因素支撐，特斯拉股價連創新高。 而之後大跌的理由，如果一定要找竟然是這個嗎， 特斯拉表示，由於冠狀病毒的爆發，其最近開業的上海工廠將關閉，預計其 Model 3轎車的交貨將出現延誤。 以及，經歷大漲後分析師們翻空特斯拉了， 約 45%的華爾街分析師對特斯拉股票的評級爲 “賣出 ”，創造了該公司股票歷史上最不被看好的新紀錄。只有 19%的華爾街分析師對特斯拉股票給出 “買入 ”評級，這也是歷史最低水平。在經歷了動盪的一週和今年創紀錄的漲勢之後，分析師們表示，特斯拉股價已變得與潛在基本面脫節。 如您對特斯拉有更深的研究興趣，請戳<a href=\"https://laohu8.com/U/36979109942400\">@小虎週報</a> 投研文章 <a href=\"https://laohu8.com/TW/915300818\" target=\"_blank\"></a>","text":"股價創新高的上週二，$特斯拉(TSLA)$ 一隻股票成交額高達553億美元，大於第2名-第9名之和。 特斯拉大股東順勢喊出十年銷售萬億的雄言。就在萬衆期待特斯拉摸高1000美元，週三大跌17.18%，創下8年來最大當日跌幅。如此過山車般表現，小虎爲您梳理下思路哈~ 分析認爲，特斯拉本輪股價走高，有如下原因： 一個是 Q4財報大超預期，營收盈利創新高，交車輛超預期 還有上週和寧德時代的合作，這個消息可以解讀出 2方面，一個是特斯拉產量大增，原本供貨商松下的電池產能已無法滿足其需求，另一個是選用本土電池供應商，標誌着馬斯克越來越重視特斯拉的 “賺錢能力 ”了。 最後一點是在分析師爲特斯拉提高評級，分析師在得知特斯拉將於中國本土電池廠商寧德加強合作後，紛紛提升了評級，再加上扎空因素影響，進一步推升了特斯拉股價。 正是有了基本面因素支撐，特斯拉股價連創新高。 而之後大跌的理由，如果一定要找竟然是這個嗎， 特斯拉表示，由於冠狀病毒的爆發，其最近開業的上海工廠將關閉，預計其 Model 3轎車的交貨將出現延誤。 以及，經歷大漲後分析師們翻空特斯拉了， 約 45%的華爾街分析師對特斯拉股票的評級爲 “賣出 ”，創造了該公司股票歷史上最不被看好的新紀錄。只有 19%的華爾街分析師對特斯拉股票給出 “買入 ”評級，這也是歷史最低水平。在經歷了動盪的一週和今年創紀錄的漲勢之後，分析師們表示，特斯拉股價已變得與潛在基本面脫節。 如您對特斯拉有更深的研究興趣，請戳@小虎週報 投研文章","images":[{"img":"https://static.tigerbbs.com/a71e8284a3d63e874c6a1802ef51df78"},{"img":"https://static.tigerbbs.com/05977e5004cd5c47c2a0abd4f3fa557d"},{"img":"https://static.tigerbbs.com/c508dd3e6cd3fa6975a3d62a1f62f28e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914620531","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":757,"gmtBegin":1581320175475,"gmtEnd":1581498000352,"type":1,"upper":1,"title":"預測特斯拉本週漲跌幅！","choices":[{"id":3028,"sort":1,"name":"漲12%以上","userSize":249,"voted":false},{"id":3029,"sort":2,"name":"漲6%-12%","userSize":125,"voted":false},{"id":3030,"sort":3,"name":"漲6%以內","userSize":85,"voted":false},{"id":3031,"sort":4,"name":"跌6%以內","userSize":51,"voted":false},{"id":3032,"sort":5,"name":"跌6%-12%","userSize":56,"voted":false},{"id":3033,"sort":6,"name":"跌12%以上","userSize":96,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277836,"gmtCreate":1537861700857,"gmtModify":1706075192773,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"13.66","listText":"13.66","text":"13.66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277836","repostId":"277826","repostType":1,"repost":{"id":277826,"gmtCreate":1537861064101,"gmtModify":1746057433578,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"猜雲米IPO收盤價，贏驚喜禮物！","htmlText":"小米旗下生態鏈家電供應商雲米科技$(VIOT)$，將於今晚正式登陸納斯達克上市。IPO定價9美元，位於此前招股價區間價9美元-11美元的底端。雲米定位自身爲全屋互聯網家電企業，當前主要產品爲小米淨水器、小米恆溫壺等，自有品牌產品包括雲米冰箱、洗衣機、熱水器等家電產品。 社區虎友@MidasMike <a href=\"https://laohu8.com/TW/276526\" target=\"_blank\">《投資筆記-雲米科技招股說明書》</a>一文，從主營業務到財務數據，詳細分析了雲米的基本面。現在，虎友們一起來預測一下雲米上市首日收盤價！在老虎社區轉發本帖並留言參與競猜雲米首日收盤價，精準預測或最接近的虎友，將獲得雲米便攜真空保溫水杯一隻。 活動規則： 在老虎社區轉發本帖，並在帖子下方留言競猜。 活動截止時間：9月26日 00：00","listText":"小米旗下生態鏈家電供應商雲米科技$(VIOT)$，將於今晚正式登陸納斯達克上市。IPO定價9美元，位於此前招股價區間價9美元-11美元的底端。雲米定位自身爲全屋互聯網家電企業，當前主要產品爲小米淨水器、小米恆溫壺等，自有品牌產品包括雲米冰箱、洗衣機、熱水器等家電產品。 社區虎友@MidasMike <a href=\"https://laohu8.com/TW/276526\" target=\"_blank\">《投資筆記-雲米科技招股說明書》</a>一文，從主營業務到財務數據，詳細分析了雲米的基本面。現在，虎友們一起來預測一下雲米上市首日收盤價！在老虎社區轉發本帖並留言參與競猜雲米首日收盤價，精準預測或最接近的虎友，將獲得雲米便攜真空保溫水杯一隻。 活動規則： 在老虎社區轉發本帖，並在帖子下方留言競猜。 活動截止時間：9月26日 00：00","text":"小米旗下生態鏈家電供應商雲米科技$(VIOT)$，將於今晚正式登陸納斯達克上市。IPO定價9美元，位於此前招股價區間價9美元-11美元的底端。雲米定位自身爲全屋互聯網家電企業，當前主要產品爲小米淨水器、小米恆溫壺等，自有品牌產品包括雲米冰箱、洗衣機、熱水器等家電產品。 社區虎友@MidasMike 《投資筆記-雲米科技招股說明書》一文，從主營業務到財務數據，詳細分析了雲米的基本面。現在，虎友們一起來預測一下雲米上市首日收盤價！在老虎社區轉發本帖並留言參與競猜雲米首日收盤價，精準預測或最接近的虎友，將獲得雲米便攜真空保溫水杯一隻。 活動規則： 在老虎社區轉發本帖，並在帖子下方留言競猜。 活動截止時間：9月26日 00：00","images":[{"img":"https://static.tigerbbs.com/eeef0e2c357c13855d42dc5137112245"},{"img":"https://static.tigerbbs.com/567658062274872e9fea0460ccc76443"},{"img":"https://static.tigerbbs.com/8a6652ac6879b2484f01d016130dd257"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277826","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181407915,"gmtCreate":1623405187037,"gmtModify":1704202702412,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"Tiger is here","listText":"Tiger is here","text":"Tiger is here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181407915","repostId":"1156453091","repostType":2,"repost":{"id":"1156453091","kind":"news","pubTimestamp":1623333482,"share":"https://ttm.financial/m/news/1156453091?lang=en_US&edition=fundamental","pubTime":"2021-06-10 21:58","market":"us","language":"zh","title":"Taking history as a mirror, the interpretation and impact of soaring inflation in the United States","url":"https://stock-news.laohu8.com/highlight/detail?id=1156453091","media":"川阅全球宏观","summary":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：。1960年以来美国CPI同比破5%出现了4次(图1)。本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。房租价格走势对未来通胀的演绎有重要影响。","content":"<p>On June 10, 2021, Eastern Time, the U.S. Department of Labor released inflation data for May.<b>In May, the U.S. CPI rose 5.0% year-on-year, and the core CPI rose 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's June interest rate meeting is just around the corner, and inflation concerns linger in the market.</b>We review several surges in U.S. inflation in history to better understand this inflation and its impact:</p><p><b>Since 1960, the US CPI has exceeded 5% year-on-year four times</b>(Figure 1). We conducted a review on the economic fundamentals and Fed policy during the CPI breaking 4%, breaking 5% and falling back (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the remaining temperature of the large government spending and fiscal stimulus in the early stage is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the U.S. economy has fallen into stagflation, and supply shocks and costs have pushed up inflation. The government's price control failed, and the monetary policy lacked independence and lagged behind, which failed to curb inflation successfully.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced rapid growth, but in 1987, the economic growth began to slow down, and the pressure of rising wages and prices appeared, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>Soaring oil prices pushed up inflation and the financial crisis broke out. The primary task of the Federal Reserve's monetary policy was to rescue the market, and inflation was not in its focus.</p><p><b>The causes of current inflation and the inflation of 1973-1982 are relatively similar, both driven by costs.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reasons for this surge in inflation are the base effect and supply shortages under the epidemic.</b>The U.S. CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of the CPI index, the compound growth rate in May 2021 relative to May 2019 is only 2.5%.</b></p><p><b>For the interpretation of inflation this year, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main drivers of inflation is used cars.</b>With the worsening of the epidemic in Southeast Asia, chip factories in many places have shut down, and the shortage of chips has caused car companies to cut production. The supply of new cars is insufficient, the demand for used cars has soared, and prices have soared (Figure 2). According to Manheim data, the price increase of used cars will exceed that of new cars in 2021 (Figure 3). In addition, other transportation-related price increases further expanded in May, and the price increase of transportation services doubled from 5.6% in April to 11.2%.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent price has an important impact on the interpretation of future inflation.</b>The weight of rent in the U.S. CPI is relatively high (about 30%). Although the growth rate of rent is relatively moderate compared with other sub-items (a year-on-year increase of 2.2% in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4), we<b>It is expected that rents will continue to rise moderately in the future due to the shortage of supply</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation rate data shows that 2%<b>U.S. consumer five-year inflation expectations jumped to 3.0% in May 2021 from 2.7% last month (Figure 5), but are still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as mentioned in our previous report, the Fed focuses on monitoring inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released at the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will inflation affect asset prices in the future?</b></p><p>We have analyzed the changes in the yields of the U.S. dollar, U.S. stocks and U.S. bonds in different time intervals after the CPI broke 4% among the above four major inflations (Table 2):<b>Inflation has a negative impact on the U.S. dollar and U.S. stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on U.S. bond yields is irregular. For the research framework of U.S. bonds, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Fed tightens monetary policy too quickly, geopolitical risks mount</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you post a message \"Tiger is here\", you will receive 100 tiger coins. If you collect 7 pictures and leave a message, you will also receive a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[Seventh Anniversary Prize-winning Event] Tiger Search</a>Understand)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>","source":"lsy1582083733592","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>Taking history as a mirror, the interpretation and impact of soaring inflation in the United States</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaking history as a mirror, the interpretation and impact of soaring inflation in the United States\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2021-06-10 21:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 10, 2021, Eastern Time, the U.S. Department of Labor released inflation data for May.<b>In May, the U.S. CPI rose 5.0% year-on-year, and the core CPI rose 3.8% year-on-year, the largest increase since August 2008. Since the beginning of this year, the inflation rate in the United States has accelerated, and the Federal Reserve's June interest rate meeting is just around the corner, and inflation concerns linger in the market.</b>We review several surges in U.S. inflation in history to better understand this inflation and its impact:</p><p><b>Since 1960, the US CPI has exceeded 5% year-on-year four times</b>(Figure 1). We conducted a review on the economic fundamentals and Fed policy during the CPI breaking 4%, breaking 5% and falling back (Table 1).</p><p><b>1968/06-1971/09</b>: The economy is in recession, but the remaining temperature of the large government spending and fiscal stimulus in the early stage is still there, and inflation continues to rise. The Federal Reserve tightened monetary policy in 1970 to curb inflation.</p><p><b>1973/03-1982/11：</b>Under the double blow of the food crisis and the oil crisis, the U.S. economy has fallen into stagflation, and supply shocks and costs have pushed up inflation. The government's price control failed, and the monetary policy lacked independence and lagged behind, which failed to curb inflation successfully.</p><p><b>1987/08-1991/07：</b>After emerging from stagflation, the U.S. economy experienced rapid growth, but in 1987, the economic growth began to slow down, and the pressure of rising wages and prices appeared, and the Federal Reserve tightened monetary policy.</p><p><b>2007/11-2008/09：</b>Soaring oil prices pushed up inflation and the financial crisis broke out. The primary task of the Federal Reserve's monetary policy was to rescue the market, and inflation was not in its focus.</p><p><b>The causes of current inflation and the inflation of 1973-1982 are relatively similar, both driven by costs.</b></p><p><img src=\"https://static.tigerbbs.com/327f6f12c3af30abee8fa0ae334f9763\" tg-width=\"1006\" tg-height=\"611\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0ca353ebcbaf95ba1da0b46a815d5f8b\" tg-width=\"1025\" tg-height=\"853\" referrerpolicy=\"no-referrer\"></p><p><b>The main reasons for this surge in inflation are the base effect and supply shortages under the epidemic.</b>The U.S. CPI recorded 5.0% in May this year (the highest level since August 2008), but<b>From the perspective of the CPI index, the compound growth rate in May 2021 relative to May 2019 is only 2.5%.</b></p><p><b>For the interpretation of inflation this year, we focus on the two sub-items of used cars and rent.</b></p><p><b>One of the main drivers of inflation is used cars.</b>With the worsening of the epidemic in Southeast Asia, chip factories in many places have shut down, and the shortage of chips has caused car companies to cut production. The supply of new cars is insufficient, the demand for used cars has soared, and prices have soared (Figure 2). According to Manheim data, the price increase of used cars will exceed that of new cars in 2021 (Figure 3). In addition, other transportation-related price increases further expanded in May, and the price increase of transportation services doubled from 5.6% in April to 11.2%.</p><p><img src=\"https://static.tigerbbs.com/884ed39a8682a3df05e8411f17f2105c\" tg-width=\"995\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/599b70f4fadb590d0d7b20254d4b1403\" tg-width=\"1080\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p><p><b>The trend of rent price has an important impact on the interpretation of future inflation.</b>The weight of rent in the U.S. CPI is relatively high (about 30%). Although the growth rate of rent is relatively moderate compared with other sub-items (a year-on-year increase of 2.2% in May this year), the growth rate slope has steepened since the beginning of the year (Figure 4), we<b>It is expected that rents will continue to rise moderately in the future due to the shortage of supply</b>。</p><p><img src=\"https://static.tigerbbs.com/869c4f313152d3a14769097f150fb674\" tg-width=\"1021\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p><p><b>What is the trend of inflation expectations?</b></p><p>From a consumer perspective, Michigan's expected inflation rate data shows that 2%<b>U.S. consumer five-year inflation expectations jumped to 3.0% in May 2021 from 2.7% last month (Figure 5), but are still lower than the 3.5% that the Federal Reserve can tolerate.</b></p><p>From the perspective of policymakers, as mentioned in our previous report, the Fed focuses on monitoring inflation expectations, and the key indicators are<b>Common Inflation Expectations Index (CIE), CIE is quarterly data, and data for the second quarter of 2021 is expected to be released at the end of this month.</b></p><p><img src=\"https://static.tigerbbs.com/21708bec0c792eb9299eda62ba3cd077\" tg-width=\"1080\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p><p><b>How will inflation affect asset prices in the future?</b></p><p>We have analyzed the changes in the yields of the U.S. dollar, U.S. stocks and U.S. bonds in different time intervals after the CPI broke 4% among the above four major inflations (Table 2):<b>Inflation has a negative impact on the U.S. dollar and U.S. stocks. The former lags behind, while the latter is reflected within one month.</b>Interestingly, the impact of inflation on U.S. bond yields is irregular. For the research framework of U.S. bonds, please refer to our previous report.</p><p><img src=\"https://static.tigerbbs.com/037d9e565ff952b13c942386e8d08506\" tg-width=\"1059\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning:</b>Fed tightens monetary policy too quickly, geopolitical risks mount</p><p><hr>Congratulations on finding the letter E and participating in the \"Tiger Search\" activity. If you post a message \"Tiger is here\", you will receive 100 tiger coins. If you collect 7 pictures and leave a message, you will also receive a 7th anniversary limited gift box. (For details, please click<a href=\"https://laohu8.com/TW/181890541\" target=\"_blank\">[Seventh Anniversary Prize-winning Event] Tiger Search</a>Understand)</p><p><img src=\"https://static.tigerbbs.com/b519142d901e1ef1ff2a2e443798687b\" tg-width=\"214\" tg-height=\"286\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/492521.html\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/492521.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156453091","content_text":"美国东部时间2021年6月10日，美国劳工部发布5月通胀数据。美国5月CPI同比升5.0%、核心CPI同比升3.8%，创2008年8月以来最大增幅。今年年初以来，美国通胀率加速上升，美联储6月议息会议在即，市场上通胀担忧挥之不去。我们回顾了历史上美国通胀的几次飙升，以便更好地理解本次的通胀及其影响：\n1960年以来美国CPI同比破5%出现了4次(图1)。我们对CPI破4%、破5%至回落期间的经济基本面和美联储政策进行了复盘(表1)。\n1968/06-1971/09：经济陷入衰退，但前期大幅政府开支与财政刺激的余温仍在，通胀持续上升，美联储在1970年收紧货币政策以抑制通胀。\n1973/03-1982/11：粮食危机和石油危机的双重打击下，美国经济陷入滞胀，供给冲击与成本推升通胀。政府价格管制失败，货币政策缺乏独立性并且过于滞后，未能成功抑制通胀。\n1987/08-1991/07：走出滞胀后，美国经济经历了高速增长，但1987年开始经济增速放缓，并出现工资和价格上涨压力，美联储收紧货币政策。\n2007/11-2008/09：油价飙升推升通胀，金融危机爆发，美联储货币政策的首要任务在于救市，通胀不在其重点关注范围内。\n当前的通胀和1973-1982年通胀的成因较为相似，均为成本推动。\n\n本次通胀飙升的主要原因在于疫情下的基数效应和供给短缺。今年5月美国CPI录得5.0%(为2008年8月以来的最高水平)，但是从CPI指数角度，2021年5月相对于2019年5月的复合增速仅为2.5%。\n对于今年通胀的演绎，我们重点关注二手车和房租两个分项。\n通胀的主要推力之一为二手车。东南亚疫情恶化下多地芯片厂停工，芯片短缺导致车企减产。新车供应不足，二手车需求剧增，价格飙升(图2)。根据Manheim数据，2021年二手车售价增幅超越新车(图3)。此外，5月其他交通相关的价格涨幅进一步扩大，交通服务价格增幅从4月的5.6%扩大至11.2%，增幅翻倍。\n\n房租价格走势对未来通胀的演绎有重要影响。美国CPI中房租的权重较高(约30%)，尽管相对于其它分项，房租的增速相对温和(今年5月同比增2.2%)，但年初以来增速斜率陡峭化(图4)，我们预计受到供给短缺的影响，未来房租将会持续温和地上升。\n\n通胀预期走势如何?\n从消费者的角度，密西根预期通胀率数据显示，2021年5月美国消费者5年通胀预期从上月的2.7%跳升至3.0%(图5)，但是仍然低于美联储可以容忍的3.5%。\n从政策制定者角度，如我们此前报告所述，美联储注重通胀预期的监测，关键指标为共同通胀预期指数(CIE)，CIE为季度数据，预计2021年二季度的数据将于本月底公布。\n\n未来通胀将会怎样影响资产价格?\n我们复盘了上述四次大通胀中，CPI破4%后不同时间区间内美元、美股和美债收益率的变化(表2)：通胀对于美元、美股存在负面影响，前者较为滞后，后者1个月内即有体现。有趣的是，通胀对于美债收益率的影响不具规律性，关于美债的研究框架，请参考我们此前的报告。\n\n风险提示：美联储过快收紧货币政策，地缘政治风险加剧\n\n恭喜您找到了字母E，参与《老虎大搜查》活动，下帖留言“ Tiger is here” 即可获赠100虎币，如集齐7张图片并留言，还可获赠7周年限定礼盒。（详情请点击【七周年有奖活动】老虎大搜查 了解）","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":948502819,"gmtCreate":1595411561331,"gmtModify":1705048468025,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"title":"","htmlText":"NewBee","listText":"NewBee","text":"NewBee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/948502819","repostId":"948941618","repostType":1,"repost":{"id":948941618,"gmtCreate":1595238282134,"gmtModify":1705047798830,"author":{"id":"3491292989404422","authorId":"3491292989404422","name":"Santi小汤","avatar":"https://static.tigerbbs.com/824529f32e2f5d57ea9898b7e9a3fd48","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491292989404422","idStr":"3491292989404422"},"themes":[],"title":"《韭菜版-短歌行》 -對韭當割，人生幾何！","htmlText":"《韭菜版-短歌行》&nbsp; 作者：Future小哥哥&nbsp;改編自曹操的《短歌行》 對韭當割，人生幾何！ 譬如跑路，近日苦多。 改當狗莊，憂思難忘。 何以解憂？唯有爆倉。 青青子衿，悠悠我心。 但爲金故，扛單至今。 呦呦哭鳴，爲你不平。 偶有嘉賓，鼓瑟吹嗶。 明冥如夜，何時可佛？ 憂從中來，不可斷絕。 越陌度阡，維權相存。 契闊談幣，心念故溫。 線明量稀，倉位南飛。 深套三波，何點可活？ 山不厭高，海不厭深。 周公幫補，天下歸新。 <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟誰學(GSX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;","listText":"《韭菜版-短歌行》&nbsp; 作者：Future小哥哥&nbsp;改編自曹操的《短歌行》 對韭當割，人生幾何！ 譬如跑路，近日苦多。 改當狗莊，憂思難忘。 何以解憂？唯有爆倉。 青青子衿，悠悠我心。 但爲金故，扛單至今。 呦呦哭鳴，爲你不平。 偶有嘉賓，鼓瑟吹嗶。 明冥如夜，何時可佛？ 憂從中來，不可斷絕。 越陌度阡，維權相存。 契闊談幣，心念故溫。 線明量稀，倉位南飛。 深套三波，何點可活？ 山不厭高，海不厭深。 周公幫補，天下歸新。 <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟誰學(GSX)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>&nbsp;","text":"《韭菜版-短歌行》 作者：Future小哥哥 改編自曹操的《短歌行》 對韭當割，人生幾何！ 譬如跑路，近日苦多。 改當狗莊，憂思難忘。 何以解憂？唯有爆倉。 青青子衿，悠悠我心。 但爲金故，扛單至今。 呦呦哭鳴，爲你不平。 偶有嘉賓，鼓瑟吹嗶。 明冥如夜，何時可佛？ 憂從中來，不可斷絕。 越陌度阡，維權相存。 契闊談幣，心念故溫。 線明量稀，倉位南飛。 深套三波，何點可活？ 山不厭高，海不厭深。 周公幫補，天下歸新。 $蔚來(NIO)$ $特斯拉(TSLA)$ $跟誰學(GSX)$ $瑞幸咖啡(LKNCY)$ $納斯達克(.IXIC)$ @愛發紅包的虎妞 @小虎AV","images":[{"img":"https://static.tigerbbs.com/d666b7dc6c19543fdb8af7afa4c4e5ab","width":"446","height":"297"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/948941618","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":951391721,"gmtCreate":1590653848763,"gmtModify":1705313068898,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/951391721","repostId":"1194465094","repostType":2,"isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930444520,"gmtCreate":1568517746960,"gmtModify":1705403996317,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"[比心]","listText":"[比心]","text":"[比心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930444520","repostId":"930444801","repostType":1,"repost":{"id":930444801,"gmtCreate":1568517192203,"gmtModify":1705403995992,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎週刊】老虎社區一週十大精華文章","htmlText":"老虎社區一週精華榜單： <a href=\"https://laohu8.com/TW/930955089\" target=\"_blank\">百度比谷歌差距在哪兒？</a> 發佈者：@泰哥工作室 谷歌第二季度財報創自15年以來財報最高漲幅，而同期百度股價折回百元。究竟是什麼原因、哪些業務讓谷歌在移動時代依然保持龍頭地位？百度到底錯失了什麼？ <a href=\"https://laohu8.com/TW/930862245\" target=\"_blank\">寫於iphone11 發售之際的一點想法</a> 發佈者：@小白01的投資隨筆 於本次iphone的發行，我主要有兩個想法：第一，iphone11的定價又調整回幾年之前的價格區間，也就意味着蘋果從“提價保量“的思路變回“穩假提量“，後者的思路在很多年前已經被驗證是盈利穩定增長的合理策略。第二，關於新iphone不支持5g的問題... <a href=\"https://laohu8.com/TW/930261439\" target=\"_blank\">【虎友訪談】f93712：9月份A股和美股將會暴漲</a> 發佈者：@小虎訪談 我覺得投資是非常嚴謹的事，非常希望論壇中每一位虎友都能獨立自主，自立自強。回想當初自己初玩美股，沒人指導，自己摸索，走了不少彎路，希望虎友們能縮短這個歷練的時間。 <a href=\"https://laohu8.com/TW/930311095\" target=\"_blank\">拼多多不配400億美元的市值</a> 發佈者：@小碼農大金融 要說明的是，我並非是覺得拼多多一無是處，只是覺得彼時的京東和拼多多市值相近一定是不符合邏輯的。 <a href=\"https://laohu8.com/TW/930875427\" target=\"_blank\">蘋果進軍流媒體勝算幾何？</a> 發","listText":"老虎社區一週精華榜單： <a href=\"https://laohu8.com/TW/930955089\" target=\"_blank\">百度比谷歌差距在哪兒？</a> 發佈者：@泰哥工作室 谷歌第二季度財報創自15年以來財報最高漲幅，而同期百度股價折回百元。究竟是什麼原因、哪些業務讓谷歌在移動時代依然保持龍頭地位？百度到底錯失了什麼？ <a href=\"https://laohu8.com/TW/930862245\" target=\"_blank\">寫於iphone11 發售之際的一點想法</a> 發佈者：@小白01的投資隨筆 於本次iphone的發行，我主要有兩個想法：第一，iphone11的定價又調整回幾年之前的價格區間，也就意味着蘋果從“提價保量“的思路變回“穩假提量“，後者的思路在很多年前已經被驗證是盈利穩定增長的合理策略。第二，關於新iphone不支持5g的問題... <a href=\"https://laohu8.com/TW/930261439\" target=\"_blank\">【虎友訪談】f93712：9月份A股和美股將會暴漲</a> 發佈者：@小虎訪談 我覺得投資是非常嚴謹的事，非常希望論壇中每一位虎友都能獨立自主，自立自強。回想當初自己初玩美股，沒人指導，自己摸索，走了不少彎路，希望虎友們能縮短這個歷練的時間。 <a href=\"https://laohu8.com/TW/930311095\" target=\"_blank\">拼多多不配400億美元的市值</a> 發佈者：@小碼農大金融 要說明的是，我並非是覺得拼多多一無是處，只是覺得彼時的京東和拼多多市值相近一定是不符合邏輯的。 <a href=\"https://laohu8.com/TW/930875427\" target=\"_blank\">蘋果進軍流媒體勝算幾何？</a> 發","text":"老虎社區一週精華榜單： 百度比谷歌差距在哪兒？ 發佈者：@泰哥工作室 谷歌第二季度財報創自15年以來財報最高漲幅，而同期百度股價折回百元。究竟是什麼原因、哪些業務讓谷歌在移動時代依然保持龍頭地位？百度到底錯失了什麼？ 寫於iphone11 發售之際的一點想法 發佈者：@小白01的投資隨筆 於本次iphone的發行，我主要有兩個想法：第一，iphone11的定價又調整回幾年之前的價格區間，也就意味着蘋果從“提價保量“的思路變回“穩假提量“，後者的思路在很多年前已經被驗證是盈利穩定增長的合理策略。第二，關於新iphone不支持5g的問題... 【虎友訪談】f93712：9月份A股和美股將會暴漲 發佈者：@小虎訪談 我覺得投資是非常嚴謹的事，非常希望論壇中每一位虎友都能獨立自主，自立自強。回想當初自己初玩美股，沒人指導，自己摸索，走了不少彎路，希望虎友們能縮短這個歷練的時間。 拼多多不配400億美元的市值 發佈者：@小碼農大金融 要說明的是，我並非是覺得拼多多一無是處，只是覺得彼時的京東和拼多多市值相近一定是不符合邏輯的。 蘋果進軍流媒體勝算幾何？ 發","images":[{"img":"https://static.tigerbbs.com/f5999328a6c46670103d5d9ac648a866"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/930444801","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":900633896,"gmtCreate":1555553386215,"gmtModify":1705574574250,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/900633896","repostId":"900189956","repostType":1,"repost":{"id":900189956,"gmtCreate":1555503594375,"gmtModify":1705574354790,"author":{"id":"3475967829196344","authorId":"3475967829196344","name":"源之谷港美股","avatar":"https://static.tigerbbs.com/5aca40fe7d3ae7fae0593f52e819c9d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475967829196344","idStr":"3475967829196344"},"themes":[],"title":"美股醫藥科技低估成長價值第二十一期","htmlText":"文/文白 來源：源之谷港美股 源之谷港美股專注港美股市場醫藥，科技，嚴重低估個股的深度研究，讓價值重回光明，讓科技改變人生，歡迎交流！ 1. Amneal製藥 $(AMRX)$ Amneal Pharmaceuticals, Inc.是一家通用製藥公司，專門從事各種劑型和治療領域的高價值仿製藥產品的開發，生產，銷售和分銷。 Amneal目前在美國銷售超過100個產品系列，其市場和管道仿製藥產品組合覆蓋廣泛的劑型和給藥系統，包括速釋口服固體，如片劑，膠囊和粉劑，液體，無菌注射劑，鼻腔噴霧劑，吸入劑和呼吸產品，眼科用藥（其爲用於眼部條件的無菌藥物製劑），薄膜，透皮貼劑和局部用藥（其是設計用於通過皮膚局部施用藥物的乳膏或凝膠）。由於複雜的藥物配方或製造，法律和監管方面的挑戰，Amneal專注於開發具有大量進入障礙的產品。專注於這些機會允許Amneal提供FTF，FTM和其他“高價值”產品，這是Amneal在發佈時定義爲具有零至三個通用競爭對手的產品。這些產品在推出時通常競爭有限，往往比其他非專利藥品更有利可圖，並且往往具有更長的生命週期。 2. Allogene療法 $(ALLO)$ Allogene Therapeutics, Inc.於2017年11月30日在特拉華州成立，總部位於加利福尼亞州南舊金山。該公司是一家臨牀階段免疫腫瘤學公司，開創了用於治療癌症的基因工程異體T細胞療法的開發和商業化。公司正在開發一種現成的T細胞候選產品系列，旨在靶向和殺死癌細胞。Allogene Therapeutics, Inc.工程改造的T細胞是同種異體的，這意味着它們來自健康供體，用於任何患者，而不是來自患者的個體患者，如自體T細胞的情況。 3. Intercept製藥 $(ICPT)$ Intercept Pharmaceuticals, Inc.於2002年9月4日在特拉華州註冊，是一家","listText":"文/文白 來源：源之谷港美股 源之谷港美股專注港美股市場醫藥，科技，嚴重低估個股的深度研究，讓價值重回光明，讓科技改變人生，歡迎交流！ 1. Amneal製藥 $(AMRX)$ Amneal Pharmaceuticals, Inc.是一家通用製藥公司，專門從事各種劑型和治療領域的高價值仿製藥產品的開發，生產，銷售和分銷。 Amneal目前在美國銷售超過100個產品系列，其市場和管道仿製藥產品組合覆蓋廣泛的劑型和給藥系統，包括速釋口服固體，如片劑，膠囊和粉劑，液體，無菌注射劑，鼻腔噴霧劑，吸入劑和呼吸產品，眼科用藥（其爲用於眼部條件的無菌藥物製劑），薄膜，透皮貼劑和局部用藥（其是設計用於通過皮膚局部施用藥物的乳膏或凝膠）。由於複雜的藥物配方或製造，法律和監管方面的挑戰，Amneal專注於開發具有大量進入障礙的產品。專注於這些機會允許Amneal提供FTF，FTM和其他“高價值”產品，這是Amneal在發佈時定義爲具有零至三個通用競爭對手的產品。這些產品在推出時通常競爭有限，往往比其他非專利藥品更有利可圖，並且往往具有更長的生命週期。 2. Allogene療法 $(ALLO)$ Allogene Therapeutics, Inc.於2017年11月30日在特拉華州成立，總部位於加利福尼亞州南舊金山。該公司是一家臨牀階段免疫腫瘤學公司，開創了用於治療癌症的基因工程異體T細胞療法的開發和商業化。公司正在開發一種現成的T細胞候選產品系列，旨在靶向和殺死癌細胞。Allogene Therapeutics, Inc.工程改造的T細胞是同種異體的，這意味着它們來自健康供體，用於任何患者，而不是來自患者的個體患者，如自體T細胞的情況。 3. Intercept製藥 $(ICPT)$ Intercept Pharmaceuticals, Inc.於2002年9月4日在特拉華州註冊，是一家","text":"文/文白 來源：源之谷港美股 源之谷港美股專注港美股市場醫藥，科技，嚴重低估個股的深度研究，讓價值重回光明，讓科技改變人生，歡迎交流！ 1. Amneal製藥 $(AMRX)$ Amneal Pharmaceuticals, Inc.是一家通用製藥公司，專門從事各種劑型和治療領域的高價值仿製藥產品的開發，生產，銷售和分銷。 Amneal目前在美國銷售超過100個產品系列，其市場和管道仿製藥產品組合覆蓋廣泛的劑型和給藥系統，包括速釋口服固體，如片劑，膠囊和粉劑，液體，無菌注射劑，鼻腔噴霧劑，吸入劑和呼吸產品，眼科用藥（其爲用於眼部條件的無菌藥物製劑），薄膜，透皮貼劑和局部用藥（其是設計用於通過皮膚局部施用藥物的乳膏或凝膠）。由於複雜的藥物配方或製造，法律和監管方面的挑戰，Amneal專注於開發具有大量進入障礙的產品。專注於這些機會允許Amneal提供FTF，FTM和其他“高價值”產品，這是Amneal在發佈時定義爲具有零至三個通用競爭對手的產品。這些產品在推出時通常競爭有限，往往比其他非專利藥品更有利可圖，並且往往具有更長的生命週期。 2. Allogene療法 $(ALLO)$ Allogene Therapeutics, Inc.於2017年11月30日在特拉華州成立，總部位於加利福尼亞州南舊金山。該公司是一家臨牀階段免疫腫瘤學公司，開創了用於治療癌症的基因工程異體T細胞療法的開發和商業化。公司正在開發一種現成的T細胞候選產品系列，旨在靶向和殺死癌細胞。Allogene Therapeutics, Inc.工程改造的T細胞是同種異體的，這意味着它們來自健康供體，用於任何患者，而不是來自患者的個體患者，如自體T細胞的情況。 3. Intercept製藥 $(ICPT)$ Intercept Pharmaceuticals, Inc.於2002年9月4日在特拉華州註冊，是一家","images":[{"img":"https://static.tigerbbs.com/99b91663daf8c49d58d132e748e03d2b"},{"img":"https://static.tigerbbs.com/39dfd42f63b9871f58815d98f4eace18"},{"img":"https://static.tigerbbs.com/d0ba25e320aa890bb659e2a0627cbb8d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/900189956","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}