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blue sky
03-14
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@胡说八道之一步:我在投資路上的一點小心得
blue sky
2024-12-14
blue sky
2024-12-10
thanks for sharing 👍.
@MMMTWealth:👇10 Stocks with the Best Fundamentals:HIMS,PLTR,MELI,ABNB,V…
blue sky
2023-02-02
$Vanguard标普500ETF(VOO)$
blue sky
2023-01-13
Thanks
老虎锐评 | 美国通胀“转向”,美联储会转向吗?
blue sky
2022-08-21
Wait to see after spilt.
blue sky
2022-03-12
What is the best price to buy?
Sorry, the original content has been removed
blue sky
2022-02-10
Sorry, the original content has been removed
blue sky
2021-12-30
👍
EV Stocks Rallied in Morning Trading
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","htmlText":"說真的,剛開始投資的時候,我跟很多人一樣,總覺得市場是個“大賭場”,拼的是運氣,買對了就賺,買錯了就虧。那時候,我天天看新聞,看哪個分析師說某隻股票有潛力,就一股腦衝進去,結果往往是高位站崗,或者剛買就開始跌。經歷了幾次這樣的“市場毒打”之後,我才慢慢意識到,投資不是靠感覺,而是要靠方法、耐心和認知的提升。 隨着時間的推移,我發現那些真正賺錢的投資者都有一個共同點,他們始終保持冷靜,不會被市場的情緒牽着走。市場漲了,他們不會興奮地All in,市場跌了,他們也不會慌張割肉,而是用更長遠的眼光去看待投資。我開始認真學習市場,研究企業財報,分析行業趨勢,不再單純聽消息買股,而是學着去理解“爲什麼”一家公司值得投資。 同時,我也逐漸明白了風險控制的重要性。投資就像開車,哪怕你車技再好,也不能不繫安全帶。市場再牛,也不能把全部身家壓在一隻股票上。我以前也犯過這種錯誤,把大部分資金投進了一隻“看起來很有潛力”的股票,結果它暴跌,我的賬戶也跟着大出血。那次之後,我學會了分散投資,不是胡亂買一堆股票,而是在不同領域挑選優質資產。因爲沒人能百分百預測未來,最好的辦法就是給自己多留幾條路。 也時常告訴自己要拓展自己的知識邊界。投資就像航海,光有一條好船還不夠,還得懂天氣、航線和各種航海技巧。市場上每天都有新東西出現,AI、區塊鏈、綠色能源……如果只守着過去的認知,不去學習新的趨勢,就像用舊地圖找新大陸,遲早要迷路。成功的投資者會不斷學習,不僅研究自己熟悉的行業,也會留意其他領域的變化,確保自己在面對市場風雲變幻時,始終能做出有依據的決策。這也是爲什麼很多頂級投資者,不管是科技、消費品,還是能源、醫療,他們都願意花時間去了解,因爲他們知道,真正的機會,往往藏在那些別人還沒完全看懂的地方。 最難的,其實是情緒管理。市場有時候很魔性,一天跌個5%、10%,網上就開始充斥各種“崩盤”“股災”的新聞,","listText":"說真的,剛開始投資的時候,我跟很多人一樣,總覺得市場是個“大賭場”,拼的是運氣,買對了就賺,買錯了就虧。那時候,我天天看新聞,看哪個分析師說某隻股票有潛力,就一股腦衝進去,結果往往是高位站崗,或者剛買就開始跌。經歷了幾次這樣的“市場毒打”之後,我才慢慢意識到,投資不是靠感覺,而是要靠方法、耐心和認知的提升。 隨着時間的推移,我發現那些真正賺錢的投資者都有一個共同點,他們始終保持冷靜,不會被市場的情緒牽着走。市場漲了,他們不會興奮地All in,市場跌了,他們也不會慌張割肉,而是用更長遠的眼光去看待投資。我開始認真學習市場,研究企業財報,分析行業趨勢,不再單純聽消息買股,而是學着去理解“爲什麼”一家公司值得投資。 同時,我也逐漸明白了風險控制的重要性。投資就像開車,哪怕你車技再好,也不能不繫安全帶。市場再牛,也不能把全部身家壓在一隻股票上。我以前也犯過這種錯誤,把大部分資金投進了一隻“看起來很有潛力”的股票,結果它暴跌,我的賬戶也跟着大出血。那次之後,我學會了分散投資,不是胡亂買一堆股票,而是在不同領域挑選優質資產。因爲沒人能百分百預測未來,最好的辦法就是給自己多留幾條路。 也時常告訴自己要拓展自己的知識邊界。投資就像航海,光有一條好船還不夠,還得懂天氣、航線和各種航海技巧。市場上每天都有新東西出現,AI、區塊鏈、綠色能源……如果只守着過去的認知,不去學習新的趨勢,就像用舊地圖找新大陸,遲早要迷路。成功的投資者會不斷學習,不僅研究自己熟悉的行業,也會留意其他領域的變化,確保自己在面對市場風雲變幻時,始終能做出有依據的決策。這也是爲什麼很多頂級投資者,不管是科技、消費品,還是能源、醫療,他們都願意花時間去了解,因爲他們知道,真正的機會,往往藏在那些別人還沒完全看懂的地方。 最難的,其實是情緒管理。市場有時候很魔性,一天跌個5%、10%,網上就開始充斥各種“崩盤”“股災”的新聞,","text":"說真的,剛開始投資的時候,我跟很多人一樣,總覺得市場是個“大賭場”,拼的是運氣,買對了就賺,買錯了就虧。那時候,我天天看新聞,看哪個分析師說某隻股票有潛力,就一股腦衝進去,結果往往是高位站崗,或者剛買就開始跌。經歷了幾次這樣的“市場毒打”之後,我才慢慢意識到,投資不是靠感覺,而是要靠方法、耐心和認知的提升。 隨着時間的推移,我發現那些真正賺錢的投資者都有一個共同點,他們始終保持冷靜,不會被市場的情緒牽着走。市場漲了,他們不會興奮地All in,市場跌了,他們也不會慌張割肉,而是用更長遠的眼光去看待投資。我開始認真學習市場,研究企業財報,分析行業趨勢,不再單純聽消息買股,而是學着去理解“爲什麼”一家公司值得投資。 同時,我也逐漸明白了風險控制的重要性。投資就像開車,哪怕你車技再好,也不能不繫安全帶。市場再牛,也不能把全部身家壓在一隻股票上。我以前也犯過這種錯誤,把大部分資金投進了一隻“看起來很有潛力”的股票,結果它暴跌,我的賬戶也跟着大出血。那次之後,我學會了分散投資,不是胡亂買一堆股票,而是在不同領域挑選優質資產。因爲沒人能百分百預測未來,最好的辦法就是給自己多留幾條路。 也時常告訴自己要拓展自己的知識邊界。投資就像航海,光有一條好船還不夠,還得懂天氣、航線和各種航海技巧。市場上每天都有新東西出現,AI、區塊鏈、綠色能源……如果只守着過去的認知,不去學習新的趨勢,就像用舊地圖找新大陸,遲早要迷路。成功的投資者會不斷學習,不僅研究自己熟悉的行業,也會留意其他領域的變化,確保自己在面對市場風雲變幻時,始終能做出有依據的決策。這也是爲什麼很多頂級投資者,不管是科技、消費品,還是能源、醫療,他們都願意花時間去了解,因爲他們知道,真正的機會,往往藏在那些別人還沒完全看懂的地方。 最難的,其實是情緒管理。市場有時候很魔性,一天跌個5%、10%,網上就開始充斥各種“崩盤”“股災”的新聞,","images":[{"img":"https://community-static.tradeup.com/news/bc1bee92e938ce8cd10b9b52a54acaf2","width":"1240","height":"1414"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413007105261840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381701419798896,"gmtCreate":1734168802954,"gmtModify":1734168807011,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"[财迷] [财迷]","listText":"[财迷] [财迷]","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381701419798896","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380094668116216,"gmtCreate":1733822100953,"gmtModify":1733822104548,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"thanks for sharing 👍.","listText":"thanks for sharing 👍.","text":"thanks for sharing 👍.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380094668116216","repostId":"380101392155048","repostType":1,"repost":{"id":380101392155048,"gmtCreate":1733818148263,"gmtModify":1733818817073,"author":{"id":"4185342232206122","authorId":"4185342232206122","name":"MMMTWealth","avatar":"https://static.tigerbbs.com/2e24ae41763e3c94d1abf47fc759247b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185342232206122","authorIdStr":"4185342232206122"},"themes":[],"title":"👇10 Stocks with the Best Fundamentals:HIMS,PLTR,MELI,ABNB,V…","htmlText":"The most undervalued Mag 7 stock is <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> The most undervalued fintechs are <a href=\"https://ttm.financial/S/FOUR\">$Shift4 Payments, Inc.(FOUR)$</a> <a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a> and <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> The most undervalued cybersecurity stocks are <a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a> and <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> The most undervalued semiconductor stocks are <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> and <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> . Other undervalued companies are <a href=\"https://ttm.financial/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>","listText":"The most undervalued Mag 7 stock is <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> The most undervalued fintechs are <a href=\"https://ttm.financial/S/FOUR\">$Shift4 Payments, Inc.(FOUR)$</a> <a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a> and <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> The most undervalued cybersecurity stocks are <a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a> and <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> The most undervalued semiconductor stocks are <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> and <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> . Other undervalued companies are <a href=\"https://ttm.financial/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>","text":"The most undervalued Mag 7 stock is $Amazon.com(AMZN)$ The most undervalued fintechs are $Shift4 Payments, Inc.(FOUR)$ $Nu Holdings Ltd.(NU)$ and $PayPal(PYPL)$ The most undervalued cybersecurity stocks are $SentinelOne, Inc(S)$ and $Zscaler Inc.(ZS)$ The most undervalued semiconductor stocks are $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Other undervalued companies are $Airbnb, Inc.(ABNB)$","images":[{"img":"https://community-static.tradeup.com/news/4a3dfcba0b02a77d43ca28c95ea5ae1d","width":"1365","height":"635"},{"img":"https://community-static.tradeup.com/news/5c3215fdeb9b736263fe5c0793640181","width":"1360","height":"634"},{"img":"https://community-static.tradeup.com/news/57c95ac6e1d0e651052e6aa5f9772e88","width":"1365","height":"639"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380101392155048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955141989,"gmtCreate":1675299122741,"gmtModify":1676538990518,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>","text":"$Vanguard标普500ETF(VOO)$","images":[{"img":"https://community-static.tradeup.com/news/d8365fbe8ed175254847b5b2724ba4da","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955141989","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9951747668,"gmtCreate":1673572977455,"gmtModify":1676538857861,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951747668","repostId":"1190599012","repostType":4,"repost":{"id":"1190599012","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673532468,"share":"https://ttm.financial/m/news/1190599012?lang=&edition=full_marsco","pubTime":"2023-01-12 22:07","market":"us","language":"zh","title":"老虎锐评 | 美国通胀“转向”,美联储会转向吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190599012","media":"老虎锐评","summary":"宏观市场认为高通胀高利息的时代一去不复返。 ","content":"<html><head></head><body><p><b>速评美国12月CPI</b></p><p>全球关注的美国12月CPI数据出炉,同比增长6.5%,符合华尔街预期,比上个月7.1%同比增长进一步下跌。我之前计算的同比增长是6.0%,初看一下是我能源部分简单的用汽油价格代替了,实际上能源部分还有一部分Fuel Oil同比依然增长40%,下一次估算可以更细一点。</p><p><img src=\"https://static.tigerbbs.com/5e7c190e22c80611e70c8f056d9ad559\" tg-width=\"1140\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>市场第一反应是下跌,我分析主要原因是过去两天涨得太多,不用刻意解读,关键还是要看其它资产的变化。<b>美元指数目前跌破103为去年6月以来首次,10年利率跌破3.5%,2月加息预期50个基点预期从25%减小到8%。</b>总体来说,宏观市场认为高通胀高利息的时代一去不复返。</p><p>股市很难解读,但是最重要两件事:1,CPI是实实在在转向了;2,下一次CPI会更低(下图橙色圈处是2022年1月的汽油价格,红色圈是2022年2月的汽油价格)。</p><p><img src=\"https://static.tigerbbs.com/6e5ff85ae2aabd6348908eba371ae637\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>美国BLS的CPI报告前面那个简单表格中的环比增长,都进行了季节调整,所以看起来会给你很多混乱信号。比方说看前面的简表会得出结论:食物环比增速降低,但是衣服环比增速提高,很混乱。绝大部分研究报告都会基于这个简表来写,我个人觉得意义不大。</p><p>我还是更喜欢看没有季节调整的环比,更能反映趋势。</p><p>没有季节调整的环比:食物环比增长从0.2->0.3,能源环比增长从-2.5->-6.5,商品环比从-0.8->-0.6,服务环比从0.4->0.5。<b>除了能源大幅变化以外,其它环比增长都呈现一个特点,稳定,变化很小。也就是说,美国的物价肯定是稳定住了,这点很重要。</b>接下来,只需要借助于去年同期的高基数,就能看到CPI同比增长进一步下跌。</p><p>这次CPI数据其实又是提前泄露。第一个泄露是白宫昨天宣布拜登将在今天10点发表“The President delivers remarks on the economy and our efforts to tackle inflation”,这个标题一出来,就表示CPI数据不会差。第二个泄露还是提前一分钟市场开始变化,我认为是有爬虫软件搞出来的事情。</p><p>美国的通胀CPI是转向了,美联储会怎么想,怎么办?</p><p><i>免责声明:非研究报告,仅供参考,不构成任何投资建议。</i></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>老虎锐评 | 美国通胀“转向”,美联储会转向吗?</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老虎锐评 | 美国通胀“转向”,美联储会转向吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-12 22:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>速评美国12月CPI</b></p><p>全球关注的美国12月CPI数据出炉,同比增长6.5%,符合华尔街预期,比上个月7.1%同比增长进一步下跌。我之前计算的同比增长是6.0%,初看一下是我能源部分简单的用汽油价格代替了,实际上能源部分还有一部分Fuel Oil同比依然增长40%,下一次估算可以更细一点。</p><p><img src=\"https://static.tigerbbs.com/5e7c190e22c80611e70c8f056d9ad559\" tg-width=\"1140\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>市场第一反应是下跌,我分析主要原因是过去两天涨得太多,不用刻意解读,关键还是要看其它资产的变化。<b>美元指数目前跌破103为去年6月以来首次,10年利率跌破3.5%,2月加息预期50个基点预期从25%减小到8%。</b>总体来说,宏观市场认为高通胀高利息的时代一去不复返。</p><p>股市很难解读,但是最重要两件事:1,CPI是实实在在转向了;2,下一次CPI会更低(下图橙色圈处是2022年1月的汽油价格,红色圈是2022年2月的汽油价格)。</p><p><img src=\"https://static.tigerbbs.com/6e5ff85ae2aabd6348908eba371ae637\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>美国BLS的CPI报告前面那个简单表格中的环比增长,都进行了季节调整,所以看起来会给你很多混乱信号。比方说看前面的简表会得出结论:食物环比增速降低,但是衣服环比增速提高,很混乱。绝大部分研究报告都会基于这个简表来写,我个人觉得意义不大。</p><p>我还是更喜欢看没有季节调整的环比,更能反映趋势。</p><p>没有季节调整的环比:食物环比增长从0.2->0.3,能源环比增长从-2.5->-6.5,商品环比从-0.8->-0.6,服务环比从0.4->0.5。<b>除了能源大幅变化以外,其它环比增长都呈现一个特点,稳定,变化很小。也就是说,美国的物价肯定是稳定住了,这点很重要。</b>接下来,只需要借助于去年同期的高基数,就能看到CPI同比增长进一步下跌。</p><p>这次CPI数据其实又是提前泄露。第一个泄露是白宫昨天宣布拜登将在今天10点发表“The President delivers remarks on the economy and our efforts to tackle inflation”,这个标题一出来,就表示CPI数据不会差。第二个泄露还是提前一分钟市场开始变化,我认为是有爬虫软件搞出来的事情。</p><p>美国的通胀CPI是转向了,美联储会怎么想,怎么办?</p><p><i>免责声明:非研究报告,仅供参考,不构成任何投资建议。</i></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190599012","content_text":"速评美国12月CPI全球关注的美国12月CPI数据出炉,同比增长6.5%,符合华尔街预期,比上个月7.1%同比增长进一步下跌。我之前计算的同比增长是6.0%,初看一下是我能源部分简单的用汽油价格代替了,实际上能源部分还有一部分Fuel Oil同比依然增长40%,下一次估算可以更细一点。市场第一反应是下跌,我分析主要原因是过去两天涨得太多,不用刻意解读,关键还是要看其它资产的变化。美元指数目前跌破103为去年6月以来首次,10年利率跌破3.5%,2月加息预期50个基点预期从25%减小到8%。总体来说,宏观市场认为高通胀高利息的时代一去不复返。股市很难解读,但是最重要两件事:1,CPI是实实在在转向了;2,下一次CPI会更低(下图橙色圈处是2022年1月的汽油价格,红色圈是2022年2月的汽油价格)。美国BLS的CPI报告前面那个简单表格中的环比增长,都进行了季节调整,所以看起来会给你很多混乱信号。比方说看前面的简表会得出结论:食物环比增速降低,但是衣服环比增速提高,很混乱。绝大部分研究报告都会基于这个简表来写,我个人觉得意义不大。我还是更喜欢看没有季节调整的环比,更能反映趋势。没有季节调整的环比:食物环比增长从0.2->0.3,能源环比增长从-2.5->-6.5,商品环比从-0.8->-0.6,服务环比从0.4->0.5。除了能源大幅变化以外,其它环比增长都呈现一个特点,稳定,变化很小。也就是说,美国的物价肯定是稳定住了,这点很重要。接下来,只需要借助于去年同期的高基数,就能看到CPI同比增长进一步下跌。这次CPI数据其实又是提前泄露。第一个泄露是白宫昨天宣布拜登将在今天10点发表“The President delivers remarks on the economy and our efforts to tackle inflation”,这个标题一出来,就表示CPI数据不会差。第二个泄露还是提前一分钟市场开始变化,我认为是有爬虫软件搞出来的事情。美国的通胀CPI是转向了,美联储会怎么想,怎么办?免责声明:非研究报告,仅供参考,不构成任何投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998469637,"gmtCreate":1661047796231,"gmtModify":1676536444026,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"Wait to see after spilt.","listText":"Wait to see after spilt.","text":"Wait to see after 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","listText":"What is the best price to buy? ","text":"What is the best price to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9036686899","repostId":"2218123187","repostType":2,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092905829,"gmtCreate":1644503724267,"gmtModify":1676533934314,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"[Cry] [Cry] [Facepalm] ","listText":"[Cry] [Cry] [Facepalm] ","text":"[Cry] [Cry] [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9092905829","repostId":"1162823357","repostType":4,"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003319184,"gmtCreate":1640876006797,"gmtModify":1676533550057,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue 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Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1132789312","media":"Tiger Newspress","summary":"EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Farad","content":"<html><head></head><body><p>EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Faraday Future, Workhorse and Lordstown climbed between 1% and 4%.While Tesla fell more than 2% after the company filed a recall of over 475,000 vehicles..</p><p><img src=\"https://static.tigerbbs.com/c5dbbcef1922d3641650b829b9b76c56\" tg-width=\"415\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/694f72dfeead61c37c1d280c0e9f4433\" tg-width=\"421\" tg-height=\"246\" 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>EV Stocks Rallied in Morning Trading</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\">\nEV Stocks Rallied in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Faraday Future, Workhorse and Lordstown climbed between 1% and 4%.While Tesla fell more than 2% after the company filed a recall of over 475,000 vehicles..</p><p><img src=\"https://static.tigerbbs.com/c5dbbcef1922d3641650b829b9b76c56\" tg-width=\"415\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/694f72dfeead61c37c1d280c0e9f4433\" tg-width=\"421\" tg-height=\"246\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","LCID":"Lucid Group Inc","NIO":"蔚来","FSR":"菲斯克","NIU":"小牛电动","XPEV":"小鹏汽车","LI":"理想汽车","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789312","content_text":"EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Faraday Future, Workhorse and Lordstown climbed between 1% and 4%.While Tesla fell more than 2% after the company filed a recall of over 475,000 vehicles..","news_type":1},"isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9998469637,"gmtCreate":1661047796231,"gmtModify":1676536444026,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue 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href=\"https://ttm.financial/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard标普500ETF(VOO)$ </a>","text":"$Vanguard标普500ETF(VOO)$","images":[{"img":"https://community-static.tradeup.com/news/d8365fbe8ed175254847b5b2724ba4da","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955141989","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9951747668,"gmtCreate":1673572977455,"gmtModify":1676538857861,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951747668","repostId":"1190599012","repostType":4,"repost":{"id":"1190599012","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673532468,"share":"https://ttm.financial/m/news/1190599012?lang=&edition=full_marsco","pubTime":"2023-01-12 22:07","market":"us","language":"zh","title":"老虎锐评 | 美国通胀“转向”,美联储会转向吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190599012","media":"老虎锐评","summary":"宏观市场认为高通胀高利息的时代一去不复返。 ","content":"<html><head></head><body><p><b>速评美国12月CPI</b></p><p>全球关注的美国12月CPI数据出炉,同比增长6.5%,符合华尔街预期,比上个月7.1%同比增长进一步下跌。我之前计算的同比增长是6.0%,初看一下是我能源部分简单的用汽油价格代替了,实际上能源部分还有一部分Fuel Oil同比依然增长40%,下一次估算可以更细一点。</p><p><img src=\"https://static.tigerbbs.com/5e7c190e22c80611e70c8f056d9ad559\" tg-width=\"1140\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>市场第一反应是下跌,我分析主要原因是过去两天涨得太多,不用刻意解读,关键还是要看其它资产的变化。<b>美元指数目前跌破103为去年6月以来首次,10年利率跌破3.5%,2月加息预期50个基点预期从25%减小到8%。</b>总体来说,宏观市场认为高通胀高利息的时代一去不复返。</p><p>股市很难解读,但是最重要两件事:1,CPI是实实在在转向了;2,下一次CPI会更低(下图橙色圈处是2022年1月的汽油价格,红色圈是2022年2月的汽油价格)。</p><p><img src=\"https://static.tigerbbs.com/6e5ff85ae2aabd6348908eba371ae637\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>美国BLS的CPI报告前面那个简单表格中的环比增长,都进行了季节调整,所以看起来会给你很多混乱信号。比方说看前面的简表会得出结论:食物环比增速降低,但是衣服环比增速提高,很混乱。绝大部分研究报告都会基于这个简表来写,我个人觉得意义不大。</p><p>我还是更喜欢看没有季节调整的环比,更能反映趋势。</p><p>没有季节调整的环比:食物环比增长从0.2->0.3,能源环比增长从-2.5->-6.5,商品环比从-0.8->-0.6,服务环比从0.4->0.5。<b>除了能源大幅变化以外,其它环比增长都呈现一个特点,稳定,变化很小。也就是说,美国的物价肯定是稳定住了,这点很重要。</b>接下来,只需要借助于去年同期的高基数,就能看到CPI同比增长进一步下跌。</p><p>这次CPI数据其实又是提前泄露。第一个泄露是白宫昨天宣布拜登将在今天10点发表“The President delivers remarks on the economy and our efforts to tackle inflation”,这个标题一出来,就表示CPI数据不会差。第二个泄露还是提前一分钟市场开始变化,我认为是有爬虫软件搞出来的事情。</p><p>美国的通胀CPI是转向了,美联储会怎么想,怎么办?</p><p><i>免责声明:非研究报告,仅供参考,不构成任何投资建议。</i></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>老虎锐评 | 美国通胀“转向”,美联储会转向吗?</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老虎锐评 | 美国通胀“转向”,美联储会转向吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-12 22:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>速评美国12月CPI</b></p><p>全球关注的美国12月CPI数据出炉,同比增长6.5%,符合华尔街预期,比上个月7.1%同比增长进一步下跌。我之前计算的同比增长是6.0%,初看一下是我能源部分简单的用汽油价格代替了,实际上能源部分还有一部分Fuel Oil同比依然增长40%,下一次估算可以更细一点。</p><p><img src=\"https://static.tigerbbs.com/5e7c190e22c80611e70c8f056d9ad559\" tg-width=\"1140\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>市场第一反应是下跌,我分析主要原因是过去两天涨得太多,不用刻意解读,关键还是要看其它资产的变化。<b>美元指数目前跌破103为去年6月以来首次,10年利率跌破3.5%,2月加息预期50个基点预期从25%减小到8%。</b>总体来说,宏观市场认为高通胀高利息的时代一去不复返。</p><p>股市很难解读,但是最重要两件事:1,CPI是实实在在转向了;2,下一次CPI会更低(下图橙色圈处是2022年1月的汽油价格,红色圈是2022年2月的汽油价格)。</p><p><img src=\"https://static.tigerbbs.com/6e5ff85ae2aabd6348908eba371ae637\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>美国BLS的CPI报告前面那个简单表格中的环比增长,都进行了季节调整,所以看起来会给你很多混乱信号。比方说看前面的简表会得出结论:食物环比增速降低,但是衣服环比增速提高,很混乱。绝大部分研究报告都会基于这个简表来写,我个人觉得意义不大。</p><p>我还是更喜欢看没有季节调整的环比,更能反映趋势。</p><p>没有季节调整的环比:食物环比增长从0.2->0.3,能源环比增长从-2.5->-6.5,商品环比从-0.8->-0.6,服务环比从0.4->0.5。<b>除了能源大幅变化以外,其它环比增长都呈现一个特点,稳定,变化很小。也就是说,美国的物价肯定是稳定住了,这点很重要。</b>接下来,只需要借助于去年同期的高基数,就能看到CPI同比增长进一步下跌。</p><p>这次CPI数据其实又是提前泄露。第一个泄露是白宫昨天宣布拜登将在今天10点发表“The President delivers remarks on the economy and our efforts to tackle inflation”,这个标题一出来,就表示CPI数据不会差。第二个泄露还是提前一分钟市场开始变化,我认为是有爬虫软件搞出来的事情。</p><p>美国的通胀CPI是转向了,美联储会怎么想,怎么办?</p><p><i>免责声明:非研究报告,仅供参考,不构成任何投资建议。</i></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190599012","content_text":"速评美国12月CPI全球关注的美国12月CPI数据出炉,同比增长6.5%,符合华尔街预期,比上个月7.1%同比增长进一步下跌。我之前计算的同比增长是6.0%,初看一下是我能源部分简单的用汽油价格代替了,实际上能源部分还有一部分Fuel Oil同比依然增长40%,下一次估算可以更细一点。市场第一反应是下跌,我分析主要原因是过去两天涨得太多,不用刻意解读,关键还是要看其它资产的变化。美元指数目前跌破103为去年6月以来首次,10年利率跌破3.5%,2月加息预期50个基点预期从25%减小到8%。总体来说,宏观市场认为高通胀高利息的时代一去不复返。股市很难解读,但是最重要两件事:1,CPI是实实在在转向了;2,下一次CPI会更低(下图橙色圈处是2022年1月的汽油价格,红色圈是2022年2月的汽油价格)。美国BLS的CPI报告前面那个简单表格中的环比增长,都进行了季节调整,所以看起来会给你很多混乱信号。比方说看前面的简表会得出结论:食物环比增速降低,但是衣服环比增速提高,很混乱。绝大部分研究报告都会基于这个简表来写,我个人觉得意义不大。我还是更喜欢看没有季节调整的环比,更能反映趋势。没有季节调整的环比:食物环比增长从0.2->0.3,能源环比增长从-2.5->-6.5,商品环比从-0.8->-0.6,服务环比从0.4->0.5。除了能源大幅变化以外,其它环比增长都呈现一个特点,稳定,变化很小。也就是说,美国的物价肯定是稳定住了,这点很重要。接下来,只需要借助于去年同期的高基数,就能看到CPI同比增长进一步下跌。这次CPI数据其实又是提前泄露。第一个泄露是白宫昨天宣布拜登将在今天10点发表“The President delivers remarks on the economy and our efforts to tackle inflation”,这个标题一出来,就表示CPI数据不会差。第二个泄露还是提前一分钟市场开始变化,我认为是有爬虫软件搞出来的事情。美国的通胀CPI是转向了,美联储会怎么想,怎么办?免责声明:非研究报告,仅供参考,不构成任何投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381701419798896,"gmtCreate":1734168802954,"gmtModify":1734168807011,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"[财迷] [财迷]","listText":"[财迷] [财迷]","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381701419798896","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092905829,"gmtCreate":1644503724267,"gmtModify":1676533934314,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"[Cry] [Cry] [Facepalm] ","listText":"[Cry] [Cry] [Facepalm] ","text":"[Cry] [Cry] [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9092905829","repostId":"1162823357","repostType":4,"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036686899,"gmtCreate":1647063191256,"gmtModify":1676534192801,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"What is the best price to buy? ","listText":"What is the best price to buy? ","text":"What is the best price to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9036686899","repostId":"2218123187","repostType":2,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003319184,"gmtCreate":1640876006797,"gmtModify":1676533550057,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue 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Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1132789312","media":"Tiger Newspress","summary":"EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Farad","content":"<html><head></head><body><p>EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Faraday Future, Workhorse and Lordstown climbed between 1% and 4%.While Tesla fell more than 2% after the company filed a recall of over 475,000 vehicles..</p><p><img src=\"https://static.tigerbbs.com/c5dbbcef1922d3641650b829b9b76c56\" tg-width=\"415\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/694f72dfeead61c37c1d280c0e9f4433\" tg-width=\"421\" tg-height=\"246\" 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\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Faraday Future, Workhorse and Lordstown climbed between 1% and 4%.While Tesla fell more than 2% after the company filed a recall of over 475,000 vehicles..</p><p><img src=\"https://static.tigerbbs.com/c5dbbcef1922d3641650b829b9b76c56\" tg-width=\"415\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/694f72dfeead61c37c1d280c0e9f4433\" tg-width=\"421\" tg-height=\"246\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","LCID":"Lucid Group Inc","NIO":"蔚来","FSR":"菲斯克","NIU":"小牛电动","XPEV":"小鹏汽车","LI":"理想汽车","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132789312","content_text":"EV stocks rallied in morning trading.Lucid, Nio, Xpeng Motors, Li Auto, Fisker, Nikola, Canoo, Faraday Future, Workhorse and Lordstown climbed between 1% and 4%.While Tesla fell more than 2% after the company filed a recall of over 475,000 vehicles..","news_type":1},"isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":413210038178072,"gmtCreate":1741914426533,"gmtModify":1741914430098,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413210038178072","repostId":"413007105261840","repostType":1,"repost":{"id":413007105261840,"gmtCreate":1741850555804,"gmtModify":1741853486977,"author":{"id":"3568152364383410","authorId":"3568152364383410","name":"胡说八道之一步","avatar":"https://community-static.tradeup.com/news/64e01cb12a1e99c1b46564eaa7e3ef75","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568152364383410","authorIdStr":"3568152364383410"},"themes":[],"title":"我在投資路上的一點小心得 ","htmlText":"說真的,剛開始投資的時候,我跟很多人一樣,總覺得市場是個“大賭場”,拼的是運氣,買對了就賺,買錯了就虧。那時候,我天天看新聞,看哪個分析師說某隻股票有潛力,就一股腦衝進去,結果往往是高位站崗,或者剛買就開始跌。經歷了幾次這樣的“市場毒打”之後,我才慢慢意識到,投資不是靠感覺,而是要靠方法、耐心和認知的提升。 隨着時間的推移,我發現那些真正賺錢的投資者都有一個共同點,他們始終保持冷靜,不會被市場的情緒牽着走。市場漲了,他們不會興奮地All in,市場跌了,他們也不會慌張割肉,而是用更長遠的眼光去看待投資。我開始認真學習市場,研究企業財報,分析行業趨勢,不再單純聽消息買股,而是學着去理解“爲什麼”一家公司值得投資。 同時,我也逐漸明白了風險控制的重要性。投資就像開車,哪怕你車技再好,也不能不繫安全帶。市場再牛,也不能把全部身家壓在一隻股票上。我以前也犯過這種錯誤,把大部分資金投進了一隻“看起來很有潛力”的股票,結果它暴跌,我的賬戶也跟着大出血。那次之後,我學會了分散投資,不是胡亂買一堆股票,而是在不同領域挑選優質資產。因爲沒人能百分百預測未來,最好的辦法就是給自己多留幾條路。 也時常告訴自己要拓展自己的知識邊界。投資就像航海,光有一條好船還不夠,還得懂天氣、航線和各種航海技巧。市場上每天都有新東西出現,AI、區塊鏈、綠色能源……如果只守着過去的認知,不去學習新的趨勢,就像用舊地圖找新大陸,遲早要迷路。成功的投資者會不斷學習,不僅研究自己熟悉的行業,也會留意其他領域的變化,確保自己在面對市場風雲變幻時,始終能做出有依據的決策。這也是爲什麼很多頂級投資者,不管是科技、消費品,還是能源、醫療,他們都願意花時間去了解,因爲他們知道,真正的機會,往往藏在那些別人還沒完全看懂的地方。 最難的,其實是情緒管理。市場有時候很魔性,一天跌個5%、10%,網上就開始充斥各種“崩盤”“股災”的新聞,","listText":"說真的,剛開始投資的時候,我跟很多人一樣,總覺得市場是個“大賭場”,拼的是運氣,買對了就賺,買錯了就虧。那時候,我天天看新聞,看哪個分析師說某隻股票有潛力,就一股腦衝進去,結果往往是高位站崗,或者剛買就開始跌。經歷了幾次這樣的“市場毒打”之後,我才慢慢意識到,投資不是靠感覺,而是要靠方法、耐心和認知的提升。 隨着時間的推移,我發現那些真正賺錢的投資者都有一個共同點,他們始終保持冷靜,不會被市場的情緒牽着走。市場漲了,他們不會興奮地All in,市場跌了,他們也不會慌張割肉,而是用更長遠的眼光去看待投資。我開始認真學習市場,研究企業財報,分析行業趨勢,不再單純聽消息買股,而是學着去理解“爲什麼”一家公司值得投資。 同時,我也逐漸明白了風險控制的重要性。投資就像開車,哪怕你車技再好,也不能不繫安全帶。市場再牛,也不能把全部身家壓在一隻股票上。我以前也犯過這種錯誤,把大部分資金投進了一隻“看起來很有潛力”的股票,結果它暴跌,我的賬戶也跟着大出血。那次之後,我學會了分散投資,不是胡亂買一堆股票,而是在不同領域挑選優質資產。因爲沒人能百分百預測未來,最好的辦法就是給自己多留幾條路。 也時常告訴自己要拓展自己的知識邊界。投資就像航海,光有一條好船還不夠,還得懂天氣、航線和各種航海技巧。市場上每天都有新東西出現,AI、區塊鏈、綠色能源……如果只守着過去的認知,不去學習新的趨勢,就像用舊地圖找新大陸,遲早要迷路。成功的投資者會不斷學習,不僅研究自己熟悉的行業,也會留意其他領域的變化,確保自己在面對市場風雲變幻時,始終能做出有依據的決策。這也是爲什麼很多頂級投資者,不管是科技、消費品,還是能源、醫療,他們都願意花時間去了解,因爲他們知道,真正的機會,往往藏在那些別人還沒完全看懂的地方。 最難的,其實是情緒管理。市場有時候很魔性,一天跌個5%、10%,網上就開始充斥各種“崩盤”“股災”的新聞,","text":"說真的,剛開始投資的時候,我跟很多人一樣,總覺得市場是個“大賭場”,拼的是運氣,買對了就賺,買錯了就虧。那時候,我天天看新聞,看哪個分析師說某隻股票有潛力,就一股腦衝進去,結果往往是高位站崗,或者剛買就開始跌。經歷了幾次這樣的“市場毒打”之後,我才慢慢意識到,投資不是靠感覺,而是要靠方法、耐心和認知的提升。 隨着時間的推移,我發現那些真正賺錢的投資者都有一個共同點,他們始終保持冷靜,不會被市場的情緒牽着走。市場漲了,他們不會興奮地All in,市場跌了,他們也不會慌張割肉,而是用更長遠的眼光去看待投資。我開始認真學習市場,研究企業財報,分析行業趨勢,不再單純聽消息買股,而是學着去理解“爲什麼”一家公司值得投資。 同時,我也逐漸明白了風險控制的重要性。投資就像開車,哪怕你車技再好,也不能不繫安全帶。市場再牛,也不能把全部身家壓在一隻股票上。我以前也犯過這種錯誤,把大部分資金投進了一隻“看起來很有潛力”的股票,結果它暴跌,我的賬戶也跟着大出血。那次之後,我學會了分散投資,不是胡亂買一堆股票,而是在不同領域挑選優質資產。因爲沒人能百分百預測未來,最好的辦法就是給自己多留幾條路。 也時常告訴自己要拓展自己的知識邊界。投資就像航海,光有一條好船還不夠,還得懂天氣、航線和各種航海技巧。市場上每天都有新東西出現,AI、區塊鏈、綠色能源……如果只守着過去的認知,不去學習新的趨勢,就像用舊地圖找新大陸,遲早要迷路。成功的投資者會不斷學習,不僅研究自己熟悉的行業,也會留意其他領域的變化,確保自己在面對市場風雲變幻時,始終能做出有依據的決策。這也是爲什麼很多頂級投資者,不管是科技、消費品,還是能源、醫療,他們都願意花時間去了解,因爲他們知道,真正的機會,往往藏在那些別人還沒完全看懂的地方。 最難的,其實是情緒管理。市場有時候很魔性,一天跌個5%、10%,網上就開始充斥各種“崩盤”“股災”的新聞,","images":[{"img":"https://community-static.tradeup.com/news/bc1bee92e938ce8cd10b9b52a54acaf2","width":"1240","height":"1414"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413007105261840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380094668116216,"gmtCreate":1733822100953,"gmtModify":1733822104548,"author":{"id":"4100762146155980","authorId":"4100762146155980","name":"blue sky","avatar":"https://static.tigerbbs.com/9b2e8df8c306b75fa66dfc367bc062ab","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100762146155980","authorIdStr":"4100762146155980"},"themes":[],"htmlText":"thanks for sharing 👍.","listText":"thanks for sharing 👍.","text":"thanks for sharing 👍.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380094668116216","repostId":"380101392155048","repostType":1,"repost":{"id":380101392155048,"gmtCreate":1733818148263,"gmtModify":1733818817073,"author":{"id":"4185342232206122","authorId":"4185342232206122","name":"MMMTWealth","avatar":"https://static.tigerbbs.com/2e24ae41763e3c94d1abf47fc759247b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185342232206122","authorIdStr":"4185342232206122"},"themes":[],"title":"👇10 Stocks with the Best Fundamentals:HIMS,PLTR,MELI,ABNB,V…","htmlText":"The most undervalued Mag 7 stock is <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> The most undervalued fintechs are <a href=\"https://ttm.financial/S/FOUR\">$Shift4 Payments, Inc.(FOUR)$</a> <a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a> and <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> The most undervalued cybersecurity stocks are <a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a> and <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> The most undervalued semiconductor stocks are <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> and <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> . Other undervalued companies are <a href=\"https://ttm.financial/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>","listText":"The most undervalued Mag 7 stock is <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> The most undervalued fintechs are <a href=\"https://ttm.financial/S/FOUR\">$Shift4 Payments, Inc.(FOUR)$</a> <a href=\"https://ttm.financial/S/NU\">$Nu Holdings Ltd.(NU)$</a> and <a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> The most undervalued cybersecurity stocks are <a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a> and <a href=\"https://ttm.financial/S/ZS\">$Zscaler Inc.(ZS)$</a> The most undervalued semiconductor stocks are <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> and <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> . Other undervalued companies are <a href=\"https://ttm.financial/S/ABNB\">$Airbnb, Inc.(ABNB)$</a>","text":"The most undervalued Mag 7 stock is $Amazon.com(AMZN)$ The most undervalued fintechs are $Shift4 Payments, Inc.(FOUR)$ $Nu Holdings Ltd.(NU)$ and $PayPal(PYPL)$ The most undervalued cybersecurity stocks are $SentinelOne, Inc(S)$ and $Zscaler Inc.(ZS)$ The most undervalued semiconductor stocks are $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Other undervalued companies are $Airbnb, Inc.(ABNB)$","images":[{"img":"https://community-static.tradeup.com/news/4a3dfcba0b02a77d43ca28c95ea5ae1d","width":"1365","height":"635"},{"img":"https://community-static.tradeup.com/news/5c3215fdeb9b736263fe5c0793640181","width":"1360","height":"634"},{"img":"https://community-static.tradeup.com/news/57c95ac6e1d0e651052e6aa5f9772e88","width":"1365","height":"639"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380101392155048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}