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神佛护佑
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神佛护佑
01-17
$英伟达(NVDA)$
神佛护佑
2024-11-14
$星展集团控股(D05.SI)$
Good 👏
神佛护佑
2024-11-13
$星展集团控股(D05.SI)$
神佛护佑
2024-10-31
$嘉年华邮轮(CCL)$
神佛护佑
2024-05-14
$AMC院线(AMC)$
Why stop?
神佛护佑
2023-12-13
$嘉年华邮轮(CCL)$
神佛护佑
2023-06-25
$嘉年华邮轮(CCL)$
good job
神佛护佑
2023-06-12
$新加坡航空公司(C6L.SI)$
SIA go go go!
神佛护佑
2023-02-27
k
fuboTV盘初一度跌超18%,2022年全年净亏损同比扩大20.7%
神佛护佑
2023-02-27
$星展集团控股(D05.SI)$
神佛护佑
2023-02-16
$新加坡航空公司(C6L.SI)$
Go
神佛护佑
2023-01-25
$大华银行(U11.SI)$
Go ahead
神佛护佑
2023-01-25
Omg
纽交所出现技术故障,多只股票盘中暴跌,交易一度暂停,现已恢复
神佛护佑
2023-01-25
$大华银行(U11.SI)$
神佛护佑
2023-01-25
$大华银行(U11.SI)$
神佛护佑
2023-01-24
$AMC院线(AMC)$
神佛护佑
2023-01-17
OK[微笑]
神佛护佑
2023-01-15
[鬼脸] [捂嘴] [强]
神佛护佑
2023-01-14
$AMC院线(AMC)$
神佛护佑
2023-01-14
Enjoy the season
Go to Tiger App to see more news
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Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370558917153016,"gmtCreate":1731470576482,"gmtModify":1731470580293,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$ </a><v-v data-views=\"1\"></v-v> ","text":"$星展集团控股(D05.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9ef91e097f1d5ad00cb25277ed5443fa","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370558917153016","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":366105243430920,"gmtCreate":1730381735544,"gmtModify":1730381738786,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CCL\">$嘉年华邮轮(CCL)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/CCL\">$嘉年华邮轮(CCL)$ </a><v-v data-views=\"1\"></v-v> ","text":"$嘉年华邮轮(CCL)$","images":[{"img":"https://community-static.tradeup.com/news/587398410917d8b65f5af86a978be99d","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/366105243430920","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your recent success is a great motivator. 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go go!","text":"$新加坡航空公司(C6L.SI)$ SIA go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186497686605840","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957457592,"gmtCreate":1677510295616,"gmtModify":1677510302067,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957457592","repostId":"1128107048","repostType":4,"repost":{"id":"1128107048","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677508626,"share":"https://ttm.financial/m/news/1128107048?lang=&edition=fundamental","pubTime":"2023-02-27 22:37","market":"us","language":"zh","title":"fuboTV盘初一度跌超18%,2022年全年净亏损同比扩大20.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128107048","media":"老虎资讯综合","summary":"2月27日,fuboTV盘初一度跌超18%,第四季度净亏损1.52亿美元差于预期,2022年全年净亏损同比扩大20.7%至4.25亿美元。","content":"<html><head></head><body><p>2月27日,<a href=\"https://laohu8.com/S/FUBO\">fuboTV</a>盘初一度跌超18%,第四季度净亏损1.52亿美元差于预期,2022年全年净亏损同比扩大20.7%至4.25亿美元。</p><p><img src=\"https://static.tigerbbs.com/d869964bae4d9e3fb9b6d5239217d6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>fuboTV盘初一度跌超18%,2022年全年净亏损同比扩大20.7%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nfuboTV盘初一度跌超18%,2022年全年净亏损同比扩大20.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-27 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月27日,<a href=\"https://laohu8.com/S/FUBO\">fuboTV</a>盘初一度跌超18%,第四季度净亏损1.52亿美元差于预期,2022年全年净亏损同比扩大20.7%至4.25亿美元。</p><p><img src=\"https://static.tigerbbs.com/d869964bae4d9e3fb9b6d5239217d6bd\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128107048","content_text":"2月27日,fuboTV盘初一度跌超18%,第四季度净亏损1.52亿美元差于预期,2022年全年净亏损同比扩大20.7%至4.25亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957433868,"gmtCreate":1677473475654,"gmtModify":1677473478658,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$ </a><v-v 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data-views=\"1\"></v-v>Go ","text":"$新加坡航空公司(C6L.SI)$ Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954491159","isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952885476,"gmtCreate":1674612044595,"gmtModify":1676538948991,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$大华银行(U11.SI)$ </a>Go ahead ","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$大华银行(U11.SI)$ </a>Go ahead ","text":"$大华银行(U11.SI)$ Go ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952885476","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952885160,"gmtCreate":1674611808150,"gmtModify":1676538948975,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952885160","repostId":"2306145963","repostType":4,"repost":{"id":"2306145963","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1674583048,"share":"https://ttm.financial/m/news/2306145963?lang=&edition=fundamental","pubTime":"2023-01-25 01:57","market":"us","language":"zh","title":"纽交所出现技术故障,多只股票盘中暴跌,交易一度暂停,现已恢复","url":"https://stock-news.laohu8.com/highlight/detail?id=2306145963","media":"华尔街见闻","summary":"受影响的主要股票包括摩根士丹利、富国银行、Verizon、AT&T、沃尔玛、耐克和麦当劳等。受此影响导致停牌的股票至少有40只,开盘时至少下跌了12%。不过在开盘后20分钟,纽交所表示,其所有系统均已","content":"<html><head></head><body><blockquote><b>受影响的主要股票包括<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、Verizon、AT&T、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>和<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>等。受此影响导致停牌的股票至少有40只,开盘时至少下跌了12%。不过在开盘后20分钟,<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>表示,其所有系统均已正常运行。</b></blockquote><p><b>1月24日周二,纽交所表示,当天早盘导致数十只股票停牌的交易问题已得到解决。</b></p><p><b>根据纽约证券交易所网站,受影响的主要股票包括摩根士丹利、富国银行、Verizon、AT&T、耐克、沃尔玛和麦当劳。许多股票在开市时表现出异常大的波动,并可能触发了停牌。纽约证券交易所在美国东部时间上午9:50左右,即开盘后20分钟表示,其所有系统均已正常运行。</b></p><p>由于明显的技术问题,周二美股开市后不久,纽约证券交易所数十只股票的交易短暂停止。</p><p>有媒体当时分析称,这个问题似乎是技术问题,而不是交易中发生的问题。</p><p>许多受影响的公司在美国东部时间上午9:45之前,也就是开盘15分钟之内恢复交易。</p><p>纽交所在美国东部时间上午10:21发表的一份声明中表示:</p><blockquote>交易所仍在调查开盘竞价时出现的问题,部分交易品种没有开盘竞价。交易所正在确定股票名单。受影响的成员公司可能会考虑申请索赔。</blockquote><p>与其他一些交易所一样,纽交所设置了对个股的停牌机制,在正常交易日,纽交所很少有股票因波动而停牌。</p><p>美国另一个主要证券交易所纳斯达克似乎没有受到技术问题的影响。</p><p><b>纽交所技术故障令诸多蓝筹股开盘暴跌</b></p><p>受到这次技术故障波及的股票包括数十个大型公司。包括摩根士丹利、富国银行等在内的蓝筹股出现短暂而急剧的下跌,但大多已经恢复正常。</p><p>在周一以45.03美元收盘之后,富国银行周二以38.1美元大幅低开,但很快恢复正常;而摩根士丹利周一的收盘价为97.13美元,今天则以84.93美元的价格低开。</p><p><img src=\"https://static.tigerbbs.com/1ed07ce9ef6179f579615ee396c4e9e0\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/cc7c718082ff3aad4d2b6dd9c3bbfa27\" tg-width=\"550\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据媒体整理的数据,受到这次技术故障波及导致停牌的股票至少有40只,这些股票周二的开盘价格至少比周一收盘价格下跌了12%。</p><p>Oanda的高级市场分析师Ed Moya称:</p><blockquote>这次故障有点令人担忧。受波及的公司不是那些易于操纵的公司,而是各行各业的巨头。</blockquote><p><b>到底发生了什么?</b></p><p>大多数美国股票的开始交易都涉及一个复杂但通常是常规的过程,称为开盘竞价,旨在限制因股票订单在常规交易时段开始前堆积起来而导致的波动。在其中,计算机通过建立开盘价来平衡特定股票的供求,开盘价可以被视为满足尽可能多的交易者的水平。</p><p>Meridian Equity Partners的合伙人Jonathan Corpina表示:</p><blockquote>我们还没有看到所有的细节,但看起来有些股票开盘后自动或错误地触发了涨停/跌停,这让它们陷入停滞状态。</blockquote><blockquote>我们所有的手机都亮了。我们当时接到不少客户的电话,并试图向他们解释发生了什么、正在发生什么,并传递尽可能多的准确信息,以便他们了解正在发生的事情。 但截至目前,事情仍在发展中。</blockquote><p><b>交易所故障并非首次</b></p><p>虽然交易所出现技术故障并不常见,但这也不是第一次。</p><p>2015年7月,纽交所就因为技术故障关闭交易了近四个小时。</p><p>当天9:30开盘后不久,技术问题首次出现,最初只影响了一小部分股票,交易所似乎已经处理了这个麻烦。但在上午的晚些时候,问题又再次出现,而且影响了更多股票,交易员表示。当天上午11:32,交易所宣布关闭所有交易。直到距离收盘还不到1小时的时候,纽交所才重启交易。</p><p>纽交所在社交媒体上说,它决定关闭交易来处理技术问题,而在采取这个动作之前,并没有向场内的交易员发出任何警告。</p><p>纽交所坚称,这是内部技术问题导致的,不是恶意的黑客攻击。</p><p>著名投资人Doug Kass当时指出,这些问题提醒大家:</p><blockquote>在一个无纸化(而且是云端化)的世界里,投资者的钱可能不像市场以为的那样安全。</blockquote><p>去年11月,加拿大三家证券交易所发生了40分钟的股票交易中断,导致一些投资者受到了影响,甚至在交易所重新开放后,还有一些投资者拒绝下单。多伦多证券交易所、TSX Venture和Alpha市场在当天上午10:30左右暂停交易。并于上午11:10分恢复。这三家交易所均为TMX Group Ltd.所有,因连接问题影响订单输入而停止了交易。</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\" 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#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纽交所出现技术故障,多只股票盘中暴跌,交易一度暂停,现已恢复\n</h2>\n\n<h4 class=\"meta\">\n\n2023-01-25 01:57 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受影响的主要股票包括摩根士丹利、富国银行、Verizon、AT&T、沃尔玛、耐克和麦当劳等。受此影响导致停牌的股票至少有40只,开盘时至少下跌了12%。不过在开盘后20分钟,纽交所表示,其所有系统均已正常运行。1月24日周二,纽交所表示,当天早盘导致数十只股票停牌的交易问题已得到解决。根据纽约证券交易所网站,受影响的主要股票包括摩根士丹利、富国银行、Verizon、AT&T、耐克、沃尔玛和麦当劳。...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e17e61304fc471f5c5901fc74eb0601","relate_stocks":{"NYSE":"纽交所"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306145963","content_text":"受影响的主要股票包括摩根士丹利、富国银行、Verizon、AT&T、沃尔玛、耐克和麦当劳等。受此影响导致停牌的股票至少有40只,开盘时至少下跌了12%。不过在开盘后20分钟,纽交所表示,其所有系统均已正常运行。1月24日周二,纽交所表示,当天早盘导致数十只股票停牌的交易问题已得到解决。根据纽约证券交易所网站,受影响的主要股票包括摩根士丹利、富国银行、Verizon、AT&T、耐克、沃尔玛和麦当劳。许多股票在开市时表现出异常大的波动,并可能触发了停牌。纽约证券交易所在美国东部时间上午9:50左右,即开盘后20分钟表示,其所有系统均已正常运行。由于明显的技术问题,周二美股开市后不久,纽约证券交易所数十只股票的交易短暂停止。有媒体当时分析称,这个问题似乎是技术问题,而不是交易中发生的问题。许多受影响的公司在美国东部时间上午9:45之前,也就是开盘15分钟之内恢复交易。纽交所在美国东部时间上午10:21发表的一份声明中表示:交易所仍在调查开盘竞价时出现的问题,部分交易品种没有开盘竞价。交易所正在确定股票名单。受影响的成员公司可能会考虑申请索赔。与其他一些交易所一样,纽交所设置了对个股的停牌机制,在正常交易日,纽交所很少有股票因波动而停牌。美国另一个主要证券交易所纳斯达克似乎没有受到技术问题的影响。纽交所技术故障令诸多蓝筹股开盘暴跌受到这次技术故障波及的股票包括数十个大型公司。包括摩根士丹利、富国银行等在内的蓝筹股出现短暂而急剧的下跌,但大多已经恢复正常。在周一以45.03美元收盘之后,富国银行周二以38.1美元大幅低开,但很快恢复正常;而摩根士丹利周一的收盘价为97.13美元,今天则以84.93美元的价格低开。根据媒体整理的数据,受到这次技术故障波及导致停牌的股票至少有40只,这些股票周二的开盘价格至少比周一收盘价格下跌了12%。Oanda的高级市场分析师Ed Moya称:这次故障有点令人担忧。受波及的公司不是那些易于操纵的公司,而是各行各业的巨头。到底发生了什么?大多数美国股票的开始交易都涉及一个复杂但通常是常规的过程,称为开盘竞价,旨在限制因股票订单在常规交易时段开始前堆积起来而导致的波动。在其中,计算机通过建立开盘价来平衡特定股票的供求,开盘价可以被视为满足尽可能多的交易者的水平。Meridian Equity Partners的合伙人Jonathan Corpina表示:我们还没有看到所有的细节,但看起来有些股票开盘后自动或错误地触发了涨停/跌停,这让它们陷入停滞状态。我们所有的手机都亮了。我们当时接到不少客户的电话,并试图向他们解释发生了什么、正在发生什么,并传递尽可能多的准确信息,以便他们了解正在发生的事情。 但截至目前,事情仍在发展中。交易所故障并非首次虽然交易所出现技术故障并不常见,但这也不是第一次。2015年7月,纽交所就因为技术故障关闭交易了近四个小时。当天9:30开盘后不久,技术问题首次出现,最初只影响了一小部分股票,交易所似乎已经处理了这个麻烦。但在上午的晚些时候,问题又再次出现,而且影响了更多股票,交易员表示。当天上午11:32,交易所宣布关闭所有交易。直到距离收盘还不到1小时的时候,纽交所才重启交易。纽交所在社交媒体上说,它决定关闭交易来处理技术问题,而在采取这个动作之前,并没有向场内的交易员发出任何警告。纽交所坚称,这是内部技术问题导致的,不是恶意的黑客攻击。著名投资人Doug Kass当时指出,这些问题提醒大家:在一个无纸化(而且是云端化)的世界里,投资者的钱可能不像市场以为的那样安全。去年11月,加拿大三家证券交易所发生了40分钟的股票交易中断,导致一些投资者受到了影响,甚至在交易所重新开放后,还有一些投资者拒绝下单。多伦多证券交易所、TSX Venture和Alpha市场在当天上午10:30左右暂停交易。并于上午11:10分恢复。这三家交易所均为TMX Group 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🤗🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926766515","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"content":"Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!","text":"Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!","html":"Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011470637,"gmtCreate":1648915910165,"gmtModify":1676534421762,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TGB\">$Taseko Mines(TGB)$</a>continue to hold ","listText":"<a href=\"https://ttm.financial/S/TGB\">$Taseko Mines(TGB)$</a>continue to hold ","text":"$Taseko Mines(TGB)$continue to hold","images":[{"img":"https://community-static.tradeup.com/news/5f46bf22aa1ddb4f08211f1271086e92","width":"750","height":"2111"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011470637","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952188415,"gmtCreate":1674530736637,"gmtModify":1676538945110,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$ </a><v-v data-views=\"1\"></v-v>","text":"$AMC院线(AMC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9952188415","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014655058,"gmtCreate":1649654836147,"gmtModify":1676534545684,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"God blessing","listText":"God blessing","text":"God blessing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014655058","repostId":"1171945540","repostType":4,"repost":{"id":"1171945540","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649647801,"share":"https://ttm.financial/m/news/1171945540?lang=&edition=fundamental","pubTime":"2022-04-11 11:30","market":"us","language":"zh","title":"提醒:耶稣受难日、复活节股市休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1171945540","media":"老虎资讯综合","summary":"北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:美股:4月15日(周五)休市,4月18日(下周一)起照常开市","content":"<html><head></head><body><p>北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:</p><p><img src=\"https://static.tigerbbs.com/4c4d01949c075188e0c02cff3316f608\" tg-width=\"767\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p><b>美股:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>港股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>A股:</b></p><p>照常交易</p><p><b>英股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>澳股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>新加坡市场:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>沪股通、深股通:</b></p><p>4月14日(周四)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>港股通:</b></p><p>4月15日(周五)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>背景简介:</b></p><p>耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。</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>提醒:耶稣受难日、复活节股市休市安排一览</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{ 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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提醒:耶稣受难日、复活节股市休市安排一览\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-04-11 11:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:</p><p><img src=\"https://static.tigerbbs.com/4c4d01949c075188e0c02cff3316f608\" tg-width=\"767\" tg-height=\"813\" width=\"100%\" height=\"auto\"/></p><p><b>美股:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>港股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>A股:</b></p><p>照常交易</p><p><b>英股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>澳股:</b></p><p>4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。</p><p><b>新加坡市场:</b></p><p>4月15日(周五)休市,4月18日(下周一)起照常开市。</p><p><b>沪股通、深股通:</b></p><p>4月14日(周四)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>港股通:</b></p><p>4月15日(周五)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。</p><p><b>背景简介:</b></p><p>耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"399001":"深证成指","399006":"创业板指",".DJI":"道琼斯","000001.SH":"上证指数",".SPX":"S&P 500 Index","HSI":"恒生指数","HSCEI":"国企指数","HSCCI":"红筹指数","HSTECH":"恒生科技指数",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171945540","content_text":"北京时间本周五(4月15日)为耶稣受难日,周日(4月17日)为复活节,届时,许多有基督教信仰的国家和地区的金融市场都将休市。具体安排如下:美股:4月15日(周五)休市,4月18日(下周一)起照常开市。港股:4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。A股:照常交易英股:4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。澳股:4月15日(周五)至4月18日(下周一)休市,4月19日(下周二)起照常开市。新加坡市场:4月15日(周五)休市,4月18日(下周一)起照常开市。沪股通、深股通:4月14日(周四)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。港股通:4月15日(周五)至4月18日(下周一)关闭,4月19日(下周二)起照常开通。背景简介:耶稣受难日:耶稣受难日是基督徒纪念耶稣基督被钉在十字架上受难的日子,为复活节前的那个周五。按《圣经-马太福音》的说法,耶稣基督在十字架上受刑死后3天复活,因而设立复活节。该节是每年春分后首次月圆之后的第一个周日,因此没有固定的公历日期,每年的耶稣受难日自然也没有一个固定的公历日子。","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140106226,"gmtCreate":1625634363865,"gmtModify":1703745363187,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"It’s correct!","listText":"It’s correct!","text":"It’s correct!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/140106226","repostId":"2149367201","repostType":4,"repost":{"id":"2149367201","kind":"news","pubTimestamp":1625629870,"share":"https://ttm.financial/m/news/2149367201?lang=&edition=fundamental","pubTime":"2021-07-07 11:51","market":"us","language":"zh","title":"周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149367201","media":"智通财经","summary":"6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。\n未来如果大类资","content":"<p>6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。</p>\n<p>未来如果大类资产仍顺着这一阶段特征持续演绎,那么风险资产或将面临中期调整,那么,这是否意味着此轮经济周期已经见顶呢?</p>\n<p>两个月前,华尔街对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>5月份的基金经理调查做出了前瞻性回应,并得出结论:无论从经济增长预期来看,还是结合资本支出计划、通胀预期等等,后疫情时代经济扩张已见顶。</p>\n<p><img src=\"https://static.tigerbbs.com/46bfaf0d47ea7cca18c1c370ccd708cc\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/06aa796f2b3c8520d767d8d73c1accce\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p>\n<p>当然,这些前瞻性预期需要一些更有说服力的数据的验证,如近日最新公布的全球制造业PMI数据也已经见顶。</p>\n<p>正如德银分析师Frances Yared所写,6月全球制造业PMI回落至56.8%,从历史角度来看,PMI为54仍将处于非常高的水平,因此现阶段,从峰值开始的下跌应被视为进入周期中期后的修正。PMI峰值数据明确证实,目前正处于“周期顶部”,也可以说周期中期阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/d7da994dc0c86da1ef8c6b2402a8e731\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,6月亚洲制造业PMI较上月下降0.8个百分点至51.2%,连续2个月环比下降,结束了连续7个月52%左右的运行区间,降至51%附近。</p>\n<p>世界银行近期发布报告预计今年全球经济将增长5.6%,是近50年来最快涨速,也是近80年来最快的衰退后涨速。</p>\n<p>值得一提的是,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的迈克尔•威尔逊(MichaelWilson)几个月来也一直警告经济周期即将见顶。</p>\n<p>美国银行也同意经济周期见顶的观点,如该行首席量化官萨维塔•苏布拉曼尼亚(Savita Subramanian)的一份报告中写道,“历史上周期顶部区间通常会持续12个月,目前我们只剩下4个月了。因此,目前的阶段至少可以延续到夏季,并有可能延续到夏季以后。”</p>\n<p><img src=\"https://static.tigerbbs.com/15fea0a2f3b8a24b81f355926d7961e2\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p>\n<p>这对投资意味着什么?<b>周期中期通常伴随着利率和资本支出的上升,因此,反映公司价值的估值指标和反映资本支出的盈利能力非常重要。</b></p>\n<p>Leuthold Group的Jim Paulsen通过分析了过去40年的牛市周期指出,虽然每一个牛市都是不同的,但遵循的模式通常是相同的:即周期开始时的强劲运行,持续一年或更长时间的犹豫期,然后趋势发生逆转,当然也可能是崩盘,假设没有美联储的救助。</p>\n<p>Paulsen在描述中期周期(他称之为价值重估阶段)时指出,此时企业业绩继续改善,但估值变得捉襟见肘,收益率上升的压力加剧。在这种情况下,股市最多只能在一年内将发生转向。</p>\n<p>一般周期见顶的信号为:估值不断上升,几乎从谷底翻番,公司业绩和收益率都持续提高。</p>\n<p>如1982年,由于企业利润和债券收益率持续下降,股市出现大幅反弹。随后,标准普尔500指数在1984年中期出现了15%的回调,第二年,收益开始回升,债券收益率上升。</p>\n<p>1992年,企业利润和收益率在进入1994年中期周期时出现下滑,当时标普指数在1994年初下跌了近10%,并一直持平到1995年。</p>\n<p>类似的情况发生在2004年,当时标普500指数的市盈率从2003年末的22倍下降到2004年末的17倍以下。</p>\n<p><img src=\"https://static.tigerbbs.com/e8d4e56d16398ae45a8c51e7f5c630e3\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>传统上,当景气迈入下一阶段时,成长股、高质量股票(价值股)通常表现会切换。一般在扩张和趋于稳定的时期(当下),成长股会跑赢周期股。周期股一般在最初的经济复苏期跑赢。</p>\n<p>总之,这一轮周期并非正常的周期,疫情导致部分成长股的估值已接近极端,因此在当前的阶段,应聚焦高质量和高盈利能力的成长股,而一部分成长股只能被称为“梦想股”或“信仰股”,在这一阶段可能并不会受到青睐。</p>","source":"stock_zhitongcaijing","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>周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?</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周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 11:51 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/508819.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。\n未来如果大类资产仍顺着这一阶段特征持续演绎,那么风险资产或将面临中期调整,那么,这是否意味着此轮经济周期已经见顶呢?\n两个月前,华尔街对美国银行5月份的基金经理调查做出了前瞻性回应,并得出结论:无论从经济增长预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/508819.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/508819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149367201","content_text":"6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。\n未来如果大类资产仍顺着这一阶段特征持续演绎,那么风险资产或将面临中期调整,那么,这是否意味着此轮经济周期已经见顶呢?\n两个月前,华尔街对美国银行5月份的基金经理调查做出了前瞻性回应,并得出结论:无论从经济增长预期来看,还是结合资本支出计划、通胀预期等等,后疫情时代经济扩张已见顶。\n\n\n当然,这些前瞻性预期需要一些更有说服力的数据的验证,如近日最新公布的全球制造业PMI数据也已经见顶。\n正如德银分析师Frances Yared所写,6月全球制造业PMI回落至56.8%,从历史角度来看,PMI为54仍将处于非常高的水平,因此现阶段,从峰值开始的下跌应被视为进入周期中期后的修正。PMI峰值数据明确证实,目前正处于“周期顶部”,也可以说周期中期阶段。\n\n此外,6月亚洲制造业PMI较上月下降0.8个百分点至51.2%,连续2个月环比下降,结束了连续7个月52%左右的运行区间,降至51%附近。\n世界银行近期发布报告预计今年全球经济将增长5.6%,是近50年来最快涨速,也是近80年来最快的衰退后涨速。\n值得一提的是,摩根士丹利的迈克尔•威尔逊(MichaelWilson)几个月来也一直警告经济周期即将见顶。\n美国银行也同意经济周期见顶的观点,如该行首席量化官萨维塔•苏布拉曼尼亚(Savita Subramanian)的一份报告中写道,“历史上周期顶部区间通常会持续12个月,目前我们只剩下4个月了。因此,目前的阶段至少可以延续到夏季,并有可能延续到夏季以后。”\n\n这对投资意味着什么?周期中期通常伴随着利率和资本支出的上升,因此,反映公司价值的估值指标和反映资本支出的盈利能力非常重要。\nLeuthold Group的Jim Paulsen通过分析了过去40年的牛市周期指出,虽然每一个牛市都是不同的,但遵循的模式通常是相同的:即周期开始时的强劲运行,持续一年或更长时间的犹豫期,然后趋势发生逆转,当然也可能是崩盘,假设没有美联储的救助。\nPaulsen在描述中期周期(他称之为价值重估阶段)时指出,此时企业业绩继续改善,但估值变得捉襟见肘,收益率上升的压力加剧。在这种情况下,股市最多只能在一年内将发生转向。\n一般周期见顶的信号为:估值不断上升,几乎从谷底翻番,公司业绩和收益率都持续提高。\n如1982年,由于企业利润和债券收益率持续下降,股市出现大幅反弹。随后,标准普尔500指数在1984年中期出现了15%的回调,第二年,收益开始回升,债券收益率上升。\n1992年,企业利润和收益率在进入1994年中期周期时出现下滑,当时标普指数在1994年初下跌了近10%,并一直持平到1995年。\n类似的情况发生在2004年,当时标普500指数的市盈率从2003年末的22倍下降到2004年末的17倍以下。\n\n传统上,当景气迈入下一阶段时,成长股、高质量股票(价值股)通常表现会切换。一般在扩张和趋于稳定的时期(当下),成长股会跑赢周期股。周期股一般在最初的经济复苏期跑赢。\n总之,这一轮周期并非正常的周期,疫情导致部分成长股的估值已接近极端,因此在当前的阶段,应聚焦高质量和高盈利能力的成长股,而一部分成长股只能被称为“梦想股”或“信仰股”,在这一阶段可能并不会受到青睐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950822133,"gmtCreate":1672723452123,"gmtModify":1676538725980,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"Yeah ","listText":"Yeah ","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950822133","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048894347,"gmtCreate":1656175194289,"gmtModify":1676535780265,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048894347","repostId":"1147735251","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094087102,"gmtCreate":1645022900991,"gmtModify":1676533987535,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"Good luck ","listText":"Good luck ","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094087102","repostId":"1175916852","repostType":4,"repost":{"id":"1175916852","kind":"news","pubTimestamp":1645014736,"share":"https://ttm.financial/m/news/1175916852?lang=&edition=fundamental","pubTime":"2022-02-16 20:32","market":"us","language":"zh","title":"小人物逆袭:印度小伙11年押注1家公司,去年暴赚20亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1175916852","media":"华尔街见闻","summary":"在永不停歇的资本市场里,时刻都有人在演绎着自己的故事。","content":"<html><head></head><body><p>作者:朱雪莹</p><p>在永不停歇的资本市场里,时刻都有人在演绎着自己的故事。</p><p>只不过有的人上演亏损传奇,比如一举将<a href=\"https://laohu8.com/S/GS\">高盛</a>撂倒,创下“人类史上最大单日亏损”的Bill Hwang,但有的人则缔造狂赚传说,用“11年20亿”来证明自己坚持的意义。</p><p>他就是Karthik Sarma。</p><p><b>01“平平无奇”Karthik Sarma,一朝登顶</b></p><p>在彭博社发布2021年度对冲基金经理收入排行榜之前,很少有人知道Karthik Sarma,外界最多就是知道他之前在老虎环球工作过。</p><p>然而当老虎环球的创始人Chase Coleman都被挤出排行榜,<b>Sarma却一举闯进年度收入前三甲时</b>,大家纷纷扒开他的简历从头看到尾,仔细程度就像是能看出他是怎么赚钱的一样。</p><p><img src=\"https://static.tigerbbs.com/20d5631d4ded80529739333c3940cddb\" tg-width=\"777\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/5500e4438cbcb0b5d7b005d69b3e8d00\" tg-width=\"774\" tg-height=\"756\" referrerpolicy=\"no-referrer\"/></p><p>Karthik Sarma,印度人,在人生的前20多年都在认真践行一个优秀印度人会有的人生轨迹:</p><p>学工程,去美国,做金融。</p><p><img src=\"https://static.tigerbbs.com/9683d1903ce50341dafa33502394d522\" tg-width=\"1080\" tg-height=\"548\" referrerpolicy=\"no-referrer\"/></p><p>Sarma1996年从印度理工学院毕业,之后去了美国普林斯顿大学攻读运筹学硕士。</p><p>毕业之后先在麦肯锡工作了三年,随后在2001年加入了当时才成立不久的老虎环球,当时江湖传言他是老虎环球“最有天分”的员工。</p><p>干了五年之后,Sarma自立门户,创立了SRS Investment Management,正式开启了自己在华尔街的精彩人生。</p><p>或许是厌倦了上学期间“循规蹈矩”的生活,Sarma的行事作风和走精英路线的传统华尔街金融人士很不相同。</p><p>你以为的华尔街基金经理都是这样:西装革履,眼神中满是思索。</p><p><img src=\"https://static.tigerbbs.com/ddac3a54a60d590150bfa3cc1e488136\" tg-width=\"540\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/></p><p>但Sarma看起来是这样:休闲衬衣,眼神中好像还略带懵懂。</p><p><img src=\"https://static.tigerbbs.com/92a1d7f5f6652207e8a148f140130aba\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p>你以为他的办公室应该是这样:N个屏幕,即刻洞悉全球金融态势。</p><p><img src=\"https://static.tigerbbs.com/f4beca9bdd2dc8a7934ae43e1fca1e40\" tg-width=\"550\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>但其实Sarma在疫情之后一直住在他姐姐家里,办公环境大概是这种:一台电脑,屏幕可能还没有你家的大。</p><p><img src=\"https://static.tigerbbs.com/33f9ff841d96d63c3a176af9edd25dd9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>这确实很不“华尔街”。</p><p>虽然看起来Sarma的生活没有很多金融人士那么精致,但是这并不妨碍他在赚钱方面一骑绝尘。</p><p>2021年Sarma本人大赚20亿美元,个人净资产直接增加了两倍,而这些都要归功于他11年来的坚持不懈,11年来对一只股票的重金押注。</p><p>那就是<a href=\"https://laohu8.com/S/CAR\">安飞士</a>(Avis Budget Group)——一家全球性汽车租赁公司。</p><p><b>02一天爆赚50亿!</b></p><p>一只股就能赚几十亿?</p><p>能,只要买得够多,涨得够猛。</p><p>那先看看SRS买了多少安飞士。</p><p>从SRS截止2021年12月31日的第四季度持仓报告(13F)中可以看出,安飞士在SRS的投资组合中排名第一,持仓约1843.09万股,持仓市值约36.98亿,占投资组合比例高达44.41%。</p><p><img src=\"https://static.tigerbbs.com/448ee08768b5ce7faefaa1dc5d3075cf\" tg-width=\"894\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>然后再去看看安飞士去年的股价。</p><p><img src=\"https://static.tigerbbs.com/cd9603b7b126a0e915bc7bc1073f064c\" tg-width=\"1080\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>整体看来就是“平平无奇”,除了11月2号那一天。</p><p>根据彭博社透露,当时先是安飞士Q3净利刷新历史新高引爆氛围,再是CEO表示将在“电动车普及方面发布重要作用”更是点燃爆炸引线,11月2日安飞士股价一度暴涨200%,带动SRS在短短数小时内爆赚53.5亿美元。</p><p><img src=\"https://static.tigerbbs.com/04bc51aecfc3cea05f54fb289f40eb30\" tg-width=\"946\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>算上11月2日这传奇一天,安飞士2021年总共涨了456%,SRS赚得盆满钵满,收益率达到35%。</p><p>而其中有一只基金满仓安飞士,由Sarma本人持有90%的份额。</p><p>或许会有人觉得和其他对冲基金相比,这点盈利不值一提。但是和动辄数百亿规模的基金相比,SRS的资金规模才80亿美元。</p><p><b>0311年终得回报,小人物也能逆袭</b></p><p>性格决定命运,这已经是一句老生常谈的话,但是却在Sarma身上得到了很好的印证。</p><p>我们只看到了2021年Sarma在<b>安飞士</b>上的大举获胜,却没有仔细想想他在<b>这只个股上花了足足11年的光阴,而前十年总共的收益率也才刚刚翻倍。</b></p><p><img src=\"https://static.tigerbbs.com/cb6aecc66b59834373ba7b4244e8a4d3\" tg-width=\"1024\" tg-height=\"570\" referrerpolicy=\"no-referrer\"/></p><p>Sarma大获全胜,和他稳重的投资方式密不可分。</p><p>他风格稳健,不青睐高杠杆;</p><p>他风控严格,通常在投资组合中做多25只个股,做空35只个股,净敞口低于同行水平;</p><p>他信念坚定,认为只要满足要求,就不在意长期重仓单一个股;</p><p>他目光长远,长期押注安飞士,因为他认为“能以高性价比的方式来管理车队的公司,对于人类未来的交通发展极具价值。”</p><p>所以自2007年以来,Sarma旗下基金的年化收益率为12%,跑赢了标普500指数的11%。</p><p>他或许曾经在高手<a href=\"https://laohu8.com/S/YJ\">云集</a>的华尔街,是一个名不见经传的小人物,但是现在他用真金白银证明了自己,成功逆袭。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小人物逆袭:印度小伙11年押注1家公司,去年暴赚20亿美元</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; 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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小人物逆袭:印度小伙11年押注1家公司,去年暴赚20亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-16 20:32 北京时间 <a href=https://wallstreetcn.com/articles/3652071><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:朱雪莹在永不停歇的资本市场里,时刻都有人在演绎着自己的故事。只不过有的人上演亏损传奇,比如一举将高盛撂倒,创下“人类史上最大单日亏损”的Bill Hwang,但有的人则缔造狂赚传说,用“11年20亿”来证明自己坚持的意义。他就是Karthik Sarma。01“平平无奇”Karthik Sarma,一朝登顶在彭博社发布2021年度对冲基金经理收入排行榜之前,很少有人知道Karthik ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652071\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd0f94887b15b0dd86bfcd8dfac01eec","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3652071","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1175916852","content_text":"作者:朱雪莹在永不停歇的资本市场里,时刻都有人在演绎着自己的故事。只不过有的人上演亏损传奇,比如一举将高盛撂倒,创下“人类史上最大单日亏损”的Bill Hwang,但有的人则缔造狂赚传说,用“11年20亿”来证明自己坚持的意义。他就是Karthik Sarma。01“平平无奇”Karthik Sarma,一朝登顶在彭博社发布2021年度对冲基金经理收入排行榜之前,很少有人知道Karthik Sarma,外界最多就是知道他之前在老虎环球工作过。然而当老虎环球的创始人Chase Coleman都被挤出排行榜,Sarma却一举闯进年度收入前三甲时,大家纷纷扒开他的简历从头看到尾,仔细程度就像是能看出他是怎么赚钱的一样。Karthik Sarma,印度人,在人生的前20多年都在认真践行一个优秀印度人会有的人生轨迹:学工程,去美国,做金融。Sarma1996年从印度理工学院毕业,之后去了美国普林斯顿大学攻读运筹学硕士。毕业之后先在麦肯锡工作了三年,随后在2001年加入了当时才成立不久的老虎环球,当时江湖传言他是老虎环球“最有天分”的员工。干了五年之后,Sarma自立门户,创立了SRS Investment Management,正式开启了自己在华尔街的精彩人生。或许是厌倦了上学期间“循规蹈矩”的生活,Sarma的行事作风和走精英路线的传统华尔街金融人士很不相同。你以为的华尔街基金经理都是这样:西装革履,眼神中满是思索。但Sarma看起来是这样:休闲衬衣,眼神中好像还略带懵懂。你以为他的办公室应该是这样:N个屏幕,即刻洞悉全球金融态势。但其实Sarma在疫情之后一直住在他姐姐家里,办公环境大概是这种:一台电脑,屏幕可能还没有你家的大。这确实很不“华尔街”。虽然看起来Sarma的生活没有很多金融人士那么精致,但是这并不妨碍他在赚钱方面一骑绝尘。2021年Sarma本人大赚20亿美元,个人净资产直接增加了两倍,而这些都要归功于他11年来的坚持不懈,11年来对一只股票的重金押注。那就是安飞士(Avis Budget Group)——一家全球性汽车租赁公司。02一天爆赚50亿!一只股就能赚几十亿?能,只要买得够多,涨得够猛。那先看看SRS买了多少安飞士。从SRS截止2021年12月31日的第四季度持仓报告(13F)中可以看出,安飞士在SRS的投资组合中排名第一,持仓约1843.09万股,持仓市值约36.98亿,占投资组合比例高达44.41%。然后再去看看安飞士去年的股价。整体看来就是“平平无奇”,除了11月2号那一天。根据彭博社透露,当时先是安飞士Q3净利刷新历史新高引爆氛围,再是CEO表示将在“电动车普及方面发布重要作用”更是点燃爆炸引线,11月2日安飞士股价一度暴涨200%,带动SRS在短短数小时内爆赚53.5亿美元。算上11月2日这传奇一天,安飞士2021年总共涨了456%,SRS赚得盆满钵满,收益率达到35%。而其中有一只基金满仓安飞士,由Sarma本人持有90%的份额。或许会有人觉得和其他对冲基金相比,这点盈利不值一提。但是和动辄数百亿规模的基金相比,SRS的资金规模才80亿美元。0311年终得回报,小人物也能逆袭性格决定命运,这已经是一句老生常谈的话,但是却在Sarma身上得到了很好的印证。我们只看到了2021年Sarma在安飞士上的大举获胜,却没有仔细想想他在这只个股上花了足足11年的光阴,而前十年总共的收益率也才刚刚翻倍。Sarma大获全胜,和他稳重的投资方式密不可分。他风格稳健,不青睐高杠杆;他风控严格,通常在投资组合中做多25只个股,做空35只个股,净敞口低于同行水平;他信念坚定,认为只要满足要求,就不在意长期重仓单一个股;他目光长远,长期押注安飞士,因为他认为“能以高性价比的方式来管理车队的公司,对于人类未来的交通发展极具价值。”所以自2007年以来,Sarma旗下基金的年化收益率为12%,跑赢了标普500指数的11%。他或许曾经在高手云集的华尔街,是一个名不见经传的小人物,但是现在他用真金白银证明了自己,成功逆袭。","news_type":1},"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958130260,"gmtCreate":1673655734650,"gmtModify":1676538870802,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"<a 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</a>","text":"$嘉年华邮轮(CCL)$","images":[{"img":"https://community-static.tradeup.com/news/8a77cfa9db3ebc68fe67fcb2c17f9b6f","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969862997","isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9981159494,"gmtCreate":1666427724218,"gmtModify":1676537755867,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981159494","repostId":"1193170163","repostType":4,"repost":{"id":"1193170163","kind":"news","pubTimestamp":1666399580,"share":"https://ttm.financial/m/news/1193170163?lang=&edition=fundamental","pubTime":"2022-10-22 08:46","market":"us","language":"zh","title":"美联储官员放“鸽声”:是时候开始考虑放慢加息","url":"https://stock-news.laohu8.com/highlight/detail?id=1193170163","media":"华尔街见闻","summary":"美联储可能考虑暗示减少12月加息幅度。","content":"<html><head></head><body><p>作者:李丹</p><p>在消息灵通记者——有“新美联储通讯社”之称的Nick Timiraos放风后,果然有美联储官员发出放缓加息的鸽派呼声。</p><p>美东时间21日周五,鸽派倾向的美联储官员、2024年拥有货币政策委员会FOMC会议投票权的旧金山联储主席戴利表示,美联储应该避免因为加息太激进而让美国经济陷入“主动低迷”,现在是时候开始谈论放慢加息的速度了。戴利说:</p><blockquote>“我们可能自己觉得要再加(息)75个基点,市场肯定已经这么定价。可是,我真的建议大家,不要认为永远都是(加)75(个基点)。”</blockquote><p>9月美联储宣布加息后公布的经济展望显示,大部分联储决策者预计,要让通胀回落到联储目标2%,明年需要通过加息让利率升至4.5%到5%的范围。</p><p>戴利周五评价,上述预测范围依然是“合理的”,并重申她在美国9月核心CPI增速超预期创新高后提出的预测,即明年利率有望达到4.5%至5%。戴利说,近期美联储的预测显示,明年利率将升至高达5%,然后暂停上升,她认为,这仍然“很好地表明了形势的发展方向。”</p><blockquote>“我们会看到,明年美国的GDP增速将低于趋势水平,货币紧缩会让政策利率明年达到4.5%至5%。”</blockquote><p>戴利解释说,美联储加息后维持利率水平是因为,必须让利率保持在紧缩的水平,那样可以充分恢复价格稳定。同时她指出,当利率接近既不刺激也不抑制经济活动的中性水平时,美联储就在进入货币紧缩的第二阶段,到这个阶段,联储应该“深思熟虑”并且“非常依赖数据”。</p><p>戴利认为,美联储有必要降低加息的幅度,不会一直加息75个基点,而是要减速,比如降到加息50个或者25个基点,那样更容易管理,不过,她没有说明应在何时那么做。</p><p>戴利说,“必须确保我们正在竭尽全力不过度紧缩,我们不能拉得太快,然后说我们已经大功告成”,因为俄乌战争、欧洲经济放缓和全球央行持续收紧货币等多种负面因素可能影响美国经济,并最终影响利率需要升到多高的水平。</p><p>戴利讲话前,本周五稍早,有“新美联储通讯社”之称的Timiraos发文称,美联储可能考虑暗示缩小12月加息幅度。</p><p>Timiraos指出,美联储内部目前存在分歧,一些人希望放慢加息步伐,另一些人则担心通胀没有下降。美联储目前希望在不引发市场大涨的情况下,缩减加息幅度。一个可能的解决方案是,美联储官员在12月批准加息50个基点,同时预测在2023年将利率提高到比上个月预测的稍高水平。</p><p>同在周五,美联储三把手、任内永久拥有FOMC会议投票权的纽约联储主席威廉姆斯在讲话中并未置评货币政策,而是强调劳动力市场供应紧张的形势,称“在当前的环境下,填补职位空缺有挑战性,很多(雇主)难以招到人手,特别是在入门级的工程、护理和制造业职位”。</p><p>也是在周五,明显偏鹰派倾向的美联储官员、今年拥有FOMC会议投票权的圣路易联储主席布拉德说,美国的劳动力市场“极为强劲”,这为美联储提供了为遏制通胀而加息的空间,能相对较快地让通胀回落到2%。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE 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}\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美联储官员放“鸽声”:是时候开始考虑放慢加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-22 08:46 北京时间 <a href=https://wallstreetcn.com/articles/3672976><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:李丹在消息灵通记者——有“新美联储通讯社”之称的Nick Timiraos放风后,果然有美联储官员发出放缓加息的鸽派呼声。美东时间21日周五,鸽派倾向的美联储官员、2024年拥有货币政策委员会FOMC会议投票权的旧金山联储主席戴利表示,美联储应该避免因为加息太激进而让美国经济陷入“主动低迷”,现在是时候开始谈论放慢加息的速度了。戴利说:“我们可能自己觉得要再加(息)75个基点,市场肯定已经...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672976\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3672976","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1193170163","content_text":"作者:李丹在消息灵通记者——有“新美联储通讯社”之称的Nick Timiraos放风后,果然有美联储官员发出放缓加息的鸽派呼声。美东时间21日周五,鸽派倾向的美联储官员、2024年拥有货币政策委员会FOMC会议投票权的旧金山联储主席戴利表示,美联储应该避免因为加息太激进而让美国经济陷入“主动低迷”,现在是时候开始谈论放慢加息的速度了。戴利说:“我们可能自己觉得要再加(息)75个基点,市场肯定已经这么定价。可是,我真的建议大家,不要认为永远都是(加)75(个基点)。”9月美联储宣布加息后公布的经济展望显示,大部分联储决策者预计,要让通胀回落到联储目标2%,明年需要通过加息让利率升至4.5%到5%的范围。戴利周五评价,上述预测范围依然是“合理的”,并重申她在美国9月核心CPI增速超预期创新高后提出的预测,即明年利率有望达到4.5%至5%。戴利说,近期美联储的预测显示,明年利率将升至高达5%,然后暂停上升,她认为,这仍然“很好地表明了形势的发展方向。”“我们会看到,明年美国的GDP增速将低于趋势水平,货币紧缩会让政策利率明年达到4.5%至5%。”戴利解释说,美联储加息后维持利率水平是因为,必须让利率保持在紧缩的水平,那样可以充分恢复价格稳定。同时她指出,当利率接近既不刺激也不抑制经济活动的中性水平时,美联储就在进入货币紧缩的第二阶段,到这个阶段,联储应该“深思熟虑”并且“非常依赖数据”。戴利认为,美联储有必要降低加息的幅度,不会一直加息75个基点,而是要减速,比如降到加息50个或者25个基点,那样更容易管理,不过,她没有说明应在何时那么做。戴利说,“必须确保我们正在竭尽全力不过度紧缩,我们不能拉得太快,然后说我们已经大功告成”,因为俄乌战争、欧洲经济放缓和全球央行持续收紧货币等多种负面因素可能影响美国经济,并最终影响利率需要升到多高的水平。戴利讲话前,本周五稍早,有“新美联储通讯社”之称的Timiraos发文称,美联储可能考虑暗示缩小12月加息幅度。Timiraos指出,美联储内部目前存在分歧,一些人希望放慢加息步伐,另一些人则担心通胀没有下降。美联储目前希望在不引发市场大涨的情况下,缩减加息幅度。一个可能的解决方案是,美联储官员在12月批准加息50个基点,同时预测在2023年将利率提高到比上个月预测的稍高水平。同在周五,美联储三把手、任内永久拥有FOMC会议投票权的纽约联储主席威廉姆斯在讲话中并未置评货币政策,而是强调劳动力市场供应紧张的形势,称“在当前的环境下,填补职位空缺有挑战性,很多(雇主)难以招到人手,特别是在入门级的工程、护理和制造业职位”。也是在周五,明显偏鹰派倾向的美联储官员、今年拥有FOMC会议投票权的圣路易联储主席布拉德说,美国的劳动力市场“极为强劲”,这为美联储提供了为遏制通胀而加息的空间,能相对较快地让通胀回落到2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997763227,"gmtCreate":1661858150472,"gmtModify":1676536591551,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"Just try.","listText":"Just try.","text":"Just try.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997763227","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048300283,"gmtCreate":1656132621842,"gmtModify":1676535774639,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048300283","repostId":"1114236043","repostType":4,"repost":{"id":"1114236043","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1656040769,"share":"https://ttm.financial/m/news/1114236043?lang=&edition=fundamental","pubTime":"2022-06-24 11:19","market":"us","language":"zh","title":"美国衰退,大宗商品就完了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114236043","media":"华尔街见闻","summary":"有分析表示,不论美国经济是否衰退,现在都不是卖出大宗商品的时候。","content":"<html><head></head><body><blockquote>有分析表示,不论美国经济是否衰退,现在都不是卖出大宗商品的时候。</blockquote><p>随着美联储持续激进地加息,市场对美国经济会陷入衰退的担忧情绪也在升温。</p><p>历史经验表明,通胀大幅下降往往会让经济增长付出沉重的代价。华尔街见闻提及,近期不仅美股惨遭抛售,大宗商品也大幅回落。</p><p>尽管能源股和相关的大宗商品板块持续下跌,但是有分析指出,无论美国是否会陷入经济衰退,对大宗商品的长期前景仍然表示看好。</p><p><b>大宗商品近期为何回落?</b></p><p>目前来看,从石油到小麦,从天然气到铜,大宗商品普遍正在遭遇抛售。</p><p>有分析认为,美联储此前大幅加息引发市场剧烈反应,经济衰退的担忧加剧,对大宗商品形成强利空影响,因此近期大宗商品走势正在走经济衰退逻辑,整体表现偏弱。</p><p>然而彭博的分析师西蒙·怀特却认为,<b>近期大宗商品下跌的部分原因也有可能是市场惯有的获利了结。</b></p><p>他指出,过去两年,大宗商品和相关股票都取得了亮眼表现,基本上没有受到今年市场动荡的影响。</p><p>当然,怀特也承认,美国经济增长放缓是事实,对经济衰退的预期是近期大宗商品下跌的理由之一。</p><p>同时他也称:“值得注意的是,没有什么资产的价格会呈直线波动”。</p><p>怀特表示,短期来看,在未来2-3个月,<b>持续的获利了结和对经济衰退的担忧可能会使得大宗商品出现进一步下跌。</b></p><p>但是从另一方面来看,投资者也可以利用此番价格走低来补充现有的头寸,或者是考虑价外看涨期权。</p><p><b>现在不是卖出大宗商品的时候</b></p><p>怀特表示,如果市场认为经济衰退即将到来,那么抛售大宗商品的理由远没有那么充分,尤其是在通胀相当高的背景之下。</p><p>在他看来,首先,大宗商品不是股票,不会像股票那样在衰退开始前被抛售、在衰退期间触底、并在衰退结束前开始反弹。</p><p>怀特认为:<b>“相反,大宗商品一般会在进入衰退时走高,在衰退期间持平”。</b></p><p>但是如果衰退是由大宗商品价格上涨而引起的,走势将会有很大差异。在这种情况下,大宗商品一般会在衰退开始后才走高。</p><p>这是因为,最初的价格下跌实际上是为了缓解衰退,使得经济活动得以部分复苏,而这会使得大宗商品在经济下行期间走高。</p><p><img src=\"https://static.tigerbbs.com/cb76abc4e0ceae669bb0499df1389dc4\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>因此,即便出现经济衰退,不论是否由大宗商品引起的,从历史上来看,将大宗商品或商品股票全部卖出是不合理的。怀特称:</p><blockquote><b>现在不是卖出大宗商品的时候。</b></blockquote><p><b>大宗商品整体牛市仍将持续?</b></p><p>怀特并不是唯一看好大宗商品的分析师。华尔街见闻此前文章提及,<a href=\"https://laohu8.com/S/GS\">高盛</a>认为现在应该购买大宗商品,在高盛看来:</p><blockquote><b>即使核心通胀率回到更正常的水平,大宗商品也能产生回报。</b></blockquote><p>然而,由于对美国经济衰退的担忧不断升温,近期原油价格一直受到打击。</p><p>有分析称:“最近油价的急剧下跌似乎过分了”。还有人表示:“近期油价暴跌是戏剧性的,它被夸大了”。</p><p>值得注意的是,美国正面临着四十多年来最高水平的通胀,且大宗商品供给依然偏紧,能源危机和供应链危机也依然存在,这会使得大宗商品价格很难出现断崖式下跌。</p><p>分析人士指出,由于俄乌冲突持续,全球原油供给仍然相当短缺,而随着疫情封控解除,市场需求大涨,供求关系愈发吃紧,因此原油价格大概率会有一波反弹。</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\" 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}\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美国衰退,大宗商品就完了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n2022-06-24 11:19 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析表示,不论美国经济是否衰退,现在都不是卖出大宗商品的时候。随着美联储持续激进地加息,市场对美国经济会陷入衰退的担忧情绪也在升温。历史经验表明,通胀大幅下降往往会让经济增长付出沉重的代价。华尔街见闻提及,近期不仅美股惨遭抛售,大宗商品也大幅回落。尽管能源股和相关的大宗商品板块持续下跌,但是有分析指出,无论美国是否会陷入经济衰退,对大宗商品的长期前景仍然表示看好。大宗商品近期为何回落?目前来看,...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/59173f284ebbaeca7a7533691a2e3051","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114236043","content_text":"有分析表示,不论美国经济是否衰退,现在都不是卖出大宗商品的时候。随着美联储持续激进地加息,市场对美国经济会陷入衰退的担忧情绪也在升温。历史经验表明,通胀大幅下降往往会让经济增长付出沉重的代价。华尔街见闻提及,近期不仅美股惨遭抛售,大宗商品也大幅回落。尽管能源股和相关的大宗商品板块持续下跌,但是有分析指出,无论美国是否会陷入经济衰退,对大宗商品的长期前景仍然表示看好。大宗商品近期为何回落?目前来看,从石油到小麦,从天然气到铜,大宗商品普遍正在遭遇抛售。有分析认为,美联储此前大幅加息引发市场剧烈反应,经济衰退的担忧加剧,对大宗商品形成强利空影响,因此近期大宗商品走势正在走经济衰退逻辑,整体表现偏弱。然而彭博的分析师西蒙·怀特却认为,近期大宗商品下跌的部分原因也有可能是市场惯有的获利了结。他指出,过去两年,大宗商品和相关股票都取得了亮眼表现,基本上没有受到今年市场动荡的影响。当然,怀特也承认,美国经济增长放缓是事实,对经济衰退的预期是近期大宗商品下跌的理由之一。同时他也称:“值得注意的是,没有什么资产的价格会呈直线波动”。怀特表示,短期来看,在未来2-3个月,持续的获利了结和对经济衰退的担忧可能会使得大宗商品出现进一步下跌。但是从另一方面来看,投资者也可以利用此番价格走低来补充现有的头寸,或者是考虑价外看涨期权。现在不是卖出大宗商品的时候怀特表示,如果市场认为经济衰退即将到来,那么抛售大宗商品的理由远没有那么充分,尤其是在通胀相当高的背景之下。在他看来,首先,大宗商品不是股票,不会像股票那样在衰退开始前被抛售、在衰退期间触底、并在衰退结束前开始反弹。怀特认为:“相反,大宗商品一般会在进入衰退时走高,在衰退期间持平”。但是如果衰退是由大宗商品价格上涨而引起的,走势将会有很大差异。在这种情况下,大宗商品一般会在衰退开始后才走高。这是因为,最初的价格下跌实际上是为了缓解衰退,使得经济活动得以部分复苏,而这会使得大宗商品在经济下行期间走高。因此,即便出现经济衰退,不论是否由大宗商品引起的,从历史上来看,将大宗商品或商品股票全部卖出是不合理的。怀特称:现在不是卖出大宗商品的时候。大宗商品整体牛市仍将持续?怀特并不是唯一看好大宗商品的分析师。华尔街见闻此前文章提及,高盛认为现在应该购买大宗商品,在高盛看来:即使核心通胀率回到更正常的水平,大宗商品也能产生回报。然而,由于对美国经济衰退的担忧不断升温,近期原油价格一直受到打击。有分析称:“最近油价的急剧下跌似乎过分了”。还有人表示:“近期油价暴跌是戏剧性的,它被夸大了”。值得注意的是,美国正面临着四十多年来最高水平的通胀,且大宗商品供给依然偏紧,能源危机和供应链危机也依然存在,这会使得大宗商品价格很难出现断崖式下跌。分析人士指出,由于俄乌冲突持续,全球原油供给仍然相当短缺,而随着疫情封控解除,市场需求大涨,供求关系愈发吃紧,因此原油价格大概率会有一波反弹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050187396,"gmtCreate":1654146830015,"gmtModify":1676535403079,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050187396","repostId":"2240474337","repostType":4,"repost":{"id":"2240474337","kind":"highlight","pubTimestamp":1654141233,"share":"https://ttm.financial/m/news/2240474337?lang=&edition=fundamental","pubTime":"2022-06-02 11:40","market":"hk","language":"zh","title":"如何对冲通胀?Foord:买入价格下跌时不会崩盘的大宗商品","url":"https://stock-news.laohu8.com/highlight/detail?id=2240474337","media":"新浪财经","summary":"Foord资产管理公司投资组合经理Brian Arcese建议投资者投资大宗商品,以对冲通胀风险,但警告投资者不要将资金投入一旦大宗商品价格出现修正就会下跌的资产。 Foord投资组合经理兼股票分析师Arcese表示:“我们持有以大宗商品为导向的股票,而且如果大宗商品价格回落,这些股票不一定会出现实质性调整。” 作为这一策略的一部分,Arcese建议投资于“质量最高的矿商”。 Arcese指出:“某些地区的大宗商品价格可能已经超出了它们自己的预期。”","content":"<html><head></head><body><p>Foord资产管理公司投资组合经理Brian Arcese建议投资者投资大宗商品,以对冲通胀风险,但警告投资者不要将资金投入一旦大宗商品价格出现修正就会下跌的资产。</p><p>Foord投资组合经理兼股票分析师Arcese表示:“我们持有以大宗商品为导向的股票,而且如果大宗商品价格回落,这些股票不一定会出现实质性调整。”</p><p>作为这一策略的一部分,Arcese建议投资于“质量最高的矿商”。 他特别指出,<a href=\"https://laohu8.com/S/FCX\">麦克莫兰铜金</a>是“全球成本最低的铜生产商之一”。</p><p>Arcese指出:“某些地区的大宗商品价格可能已经超出了它们自己的预期。” 因此,这位投资组合经理透露,福特已开始削减一些大宗商品为主的投资。不过,他表示:“但我们仍然很愿意长期投资其中许多品牌。”</p><p>在其他个人推荐中,Arcese提到了FMC(FMC.US)、Nutrien (NTR.US)、<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>、<a href=\"https://laohu8.com/S/WPM\">Wheaton Precious Metals</a>和Livent(LTHM.US)。</p><p>从整体经济形势来看,Arcese预计通货膨胀将从目前的水平缓和下来。 然而,他认为它将“显著高于过去15年的水平”。</p></body></html>","source":"sina_us","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\" 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#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如何对冲通胀?Foord:买入价格下跌时不会崩盘的大宗商品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 11:40 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-06-02/doc-imizirau6153064.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Foord资产管理公司投资组合经理Brian Arcese建议投资者投资大宗商品,以对冲通胀风险,但警告投资者不要将资金投入一旦大宗商品价格出现修正就会下跌的资产。Foord投资组合经理兼股票分析师Arcese表示:“我们持有以大宗商品为导向的股票,而且如果大宗商品价格回落,这些股票不一定会出现实质性调整。”作为这一策略的一部分,Arcese建议投资于“质量最高的矿商”。 他特别指出,麦克莫兰铜金...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-06-02/doc-imizirau6153064.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bfd599774cedc24c25471fdcbacd363e","relate_stocks":{"FCX":"麦克莫兰铜金","BK4574":"无人驾驶","BK4099":"汽车制造商","BK4015":"铜","F":"福特汽车","BK4555":"新能源车","BK4566":"资本集团"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2022-06-02/doc-imizirau6153064.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240474337","content_text":"Foord资产管理公司投资组合经理Brian Arcese建议投资者投资大宗商品,以对冲通胀风险,但警告投资者不要将资金投入一旦大宗商品价格出现修正就会下跌的资产。Foord投资组合经理兼股票分析师Arcese表示:“我们持有以大宗商品为导向的股票,而且如果大宗商品价格回落,这些股票不一定会出现实质性调整。”作为这一策略的一部分,Arcese建议投资于“质量最高的矿商”。 他特别指出,麦克莫兰铜金是“全球成本最低的铜生产商之一”。Arcese指出:“某些地区的大宗商品价格可能已经超出了它们自己的预期。” 因此,这位投资组合经理透露,福特已开始削减一些大宗商品为主的投资。不过,他表示:“但我们仍然很愿意长期投资其中许多品牌。”在其他个人推荐中,Arcese提到了FMC(FMC.US)、Nutrien (NTR.US)、泛美白银、Wheaton Precious Metals和Livent(LTHM.US)。从整体经济形势来看,Arcese预计通货膨胀将从目前的水平缓和下来。 然而,他认为它将“显著高于过去15年的水平”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032349317,"gmtCreate":1647300331103,"gmtModify":1676534212667,"author":{"id":"3576321023701513","authorId":"3576321023701513","name":"神佛护佑","avatar":"https://static.tigerbbs.com/e570de638069b875adf243bba438b98a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576321023701513","authorIdStr":"3576321023701513"},"themes":[],"htmlText":"go up","listText":"go up","text":"go 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