singsongone 10 personal page - To The Moon

singsongone 10

singsongone 10

关注科技股分享选择逻辑，关注美港股

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2024-11-21

I opened $PDD Holdings Inc(PDD)$ ,

show time 🚌🚒🚜

2024-10-17

only sgp visible

2023-04-03

😘😘😒😒😭😭😁😉😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭🙈

2024-11-07

$BHP GROUP LTD(BHP.AU)$

2024-04-26

Bro you must earn a lot on $Alphabet(GOOG)$

pls like me

@TigerClub:[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends

2024-03-08

2024-03-05

2023-05-23

$MIU.HK 20230530 10.00 CALL$ nice

2024-03-05

2024-03-05

2024-03-03

@

追赶Mag 7，这是欧洲巨头的机会

2024-02-01

unv

2024-03-28

$MET.HK 20240429 77.50 CALL$

2023-05-12

$XPEV 20230512 15.0 CALL$ nice

2023-08-18

c

2024-06-28

$Trump Media & Technology(DJT)$ Favorite Trump quote: "I really don't know what he just said, and I don't think he does either." Favorite Biden quote: "afutafutaderghy"

2024-11-28

$特朗普媒体科技集团(DJT)$

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AI战略三层架构：<br>   - AI at Work：提高10万多名员工的生产力和工作体验。<br>   - AI in Products：升级现有产品服务，推出全新AI原生产品。<br>   - 自研大语言模型：持续投资提升内部大语言模型能力。<br><br>2. 具体应用：<br>   - 员工生产力：自研大语言模型\"龙猫\"与外部模型结合，开发高效工具如AI编码、智能会议等。<br>   - 客户服务：AI客服效率提升20%以上，客户满意度提高0.5个百分点。<br>   - 业务运营：AI销售助手支持BD团队，显著提高工作效率。<br>   - 技术开发：27%的新代码由AI编码助手生成。<br><br>3. AI原生新产品：<br>   - 计划今年推出覆盖美团所有服务的更先进AI助手。<br>   - 利用丰富的线下服务和强大的即时配送能力，满足用户在数字和物理世界的需求。<br><br>4. 基础设施投资：<br>   - 优先保证GPU资源供应，去年投资数十亿元，今年计划进一步扩大投资。<br>   - 自研大语言模型\"龙猫\"评估结果可比肩国内顶级模型。<br><br>5. AI与机器人结合：<br>   - 将AI应用于即时配送、自动驾驶和物流自动化等领域。<br>   - 与领先机器人和自动驾驶初创公司深化合作。<br><br>问题2：关于吉他(Kita)在沙特阿拉伯的扩张计划及其他业务的海外扩张战略？<br><br>答：<br>1. Kita在沙特的发展：<br>   - 自去年10月在利雅得推出以来，增长势头强劲。<br>   - 目前已扩展到沙特阿拉伯十几个主要城市。<br><br>2. 海外业务重点：<br>   - 当前专注于外卖配送业务。<br>   - 计划利用外卖业务建立的高频流量和配送网络，未来拓展其他服务。<br><br>3. 2025年海外投资：<br>   - 将显著高于2024年，以支持业务规模快速增长和市场份额提升。<br>   - 同时密切关注投资回报，持续提高效率。<br><br>4. 长期海外战略：<br>   - 借鉴中国经验，在外卖业务基础上发展其他业务。<br>   - 看好海外市场的长期发展前景和盈利能力。<br><br>问题3：如何平衡新业务投资与股东回报计划？<br><br>答：<br>1. 新业务投资策略：<br>   - 审慎评估每项新业务，灵活调整策略。<br>   - 确保新业务健康增长，实现长期财务目标。<br><br>2. 现有新业务进展：<br>   - 部分业务如餐饮供应链、共享单车、宠物寄养和共享充电宝已实现市场领先地位，持续提升效率。<br>   - 美团优选去年进行重大战略调整，效率显著提升。<br><br>3. 美团优选发展重点：<br>   - 重塑商品相关能力，打造差异化优势。<br>   - 长期目标是实现与线下零售渠道相当的利润率。<br><br>4. 股东回报计划：<br>   - 继续通过股票回购增加股东回报。<br>   - 首先抵消员工期权造成的稀释，并把握市场机会进一步减少流通股数量。<br>   - 2025年预计偿还约15亿美元可转换债券和7.5亿美元公司债券。<br><br>问题4：食品配送业务的未来增长战略和美团闪购的战略重点？<br><br>答：<br>1. 即时配送业务增长潜力：<br>   - 管理层对整体即时配送业务（包括食品和非食品）的潜力保持信心。<br>   - 继续吸引新用户，特别是年轻用户，新用户的初始购买频率和客单价高于早期用户群。<br>   - 现有用户在更广泛的场景和时间段使用外卖服务。<br><br>2. 供给侧创新：<br>   - 拼好饭等新供给模式吸引消费需求，提高使用频率和整体效率。<br><br>3. 美团闪购发展：<br>   - 保持快速增长，增速高于食品配送。<br>   - 持续赋能商户和品牌线上运营，深化与品牌零售商的合作。<br>   - 强化\"万物即到\"的消费者心智。<br><br>4. 长期目标：<br>   - 维持即时配送业务日单量超过1亿单的愿景和目标。<br><br>5. 生态系统建设：<br>   - 推出10亿元以上资金支持的商户扶持计划。<br>   - 计划在2025年第二季度在部分城市率先推出骑手社保试点项目，未来将逐步全国推广。<br>   - 加强食品安全管理，推出\"明厨亮灶\"计划。<br><br>问题5：到店酒旅业务的竞争格局、GTV增长预期，以及\"神会员\"对该业务的影响？<br><br>答：<br>1. 到店业务增长预期：<br>   - 尽管过去两年GTV增长迅速，管理层预计未来几年增长势头仍将保持强劲。<br>   - 到店品类的线上渗透率与实物商品电商相比仍然较低，公司将继续推动线上渗透并巩固竞争优势。<br><br>2. \"神会员\"对到店酒旅业务的影响：<br>   - \"神会员\"计划对到店酒旅业务产生积极影响，但具体数据未披露。<br>   - 公司正在将\"神会员\"升级为\"美团会员\"，预计将进一步加强用户粘性和跨品类协同效应。<br><br>通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。<br><br>声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美团2024Q4业绩电话会议总结:AI战略、海外扩张及核心业务展望\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005067890\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">业绩会速递 </p>\n<p class=\"h-time\">2025-03-21 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br><br>【业绩亮点和展望】<br>- 2024年全年总收入同比增长22%至3376亿元人民币。<br>- 年度交易用户超过7.7亿，年度商户数量显著增加至1450万。<br>- 平均用户购买频率创新高。<br>- 第四季度总收入同比增长20.1%至885亿元人民币。<br>- 核心本地商业分部继续保持强劲的同比收入增长18.9%，达到656亿元人民币。<br><br>【问答精华】<br><br>问题1：关于AI战略和相关技术投资计划，以及如何将这些整合到现有业务中以增强竞争力？<br><br>答：<br>1. AI战略三层架构：<br>   - AI at Work：提高10万多名员工的生产力和工作体验。<br>   - AI in Products：升级现有产品服务，推出全新AI原生产品。<br>   - 自研大语言模型：持续投资提升内部大语言模型能力。<br><br>2. 具体应用：<br>   - 员工生产力：自研大语言模型\"龙猫\"与外部模型结合，开发高效工具如AI编码、智能会议等。<br>   - 客户服务：AI客服效率提升20%以上，客户满意度提高0.5个百分点。<br>   - 业务运营：AI销售助手支持BD团队，显著提高工作效率。<br>   - 技术开发：27%的新代码由AI编码助手生成。<br><br>3. AI原生新产品：<br>   - 计划今年推出覆盖美团所有服务的更先进AI助手。<br>   - 利用丰富的线下服务和强大的即时配送能力，满足用户在数字和物理世界的需求。<br><br>4. 基础设施投资：<br>   - 优先保证GPU资源供应，去年投资数十亿元，今年计划进一步扩大投资。<br>   - 自研大语言模型\"龙猫\"评估结果可比肩国内顶级模型。<br><br>5. AI与机器人结合：<br>   - 将AI应用于即时配送、自动驾驶和物流自动化等领域。<br>   - 与领先机器人和自动驾驶初创公司深化合作。<br><br>问题2：关于吉他(Kita)在沙特阿拉伯的扩张计划及其他业务的海外扩张战略？<br><br>答：<br>1. Kita在沙特的发展：<br>   - 自去年10月在利雅得推出以来，增长势头强劲。<br>   - 目前已扩展到沙特阿拉伯十几个主要城市。<br><br>2. 海外业务重点：<br>   - 当前专注于外卖配送业务。<br>   - 计划利用外卖业务建立的高频流量和配送网络，未来拓展其他服务。<br><br>3. 2025年海外投资：<br>   - 将显著高于2024年，以支持业务规模快速增长和市场份额提升。<br>   - 同时密切关注投资回报，持续提高效率。<br><br>4. 长期海外战略：<br>   - 借鉴中国经验，在外卖业务基础上发展其他业务。<br>   - 看好海外市场的长期发展前景和盈利能力。<br><br>问题3：如何平衡新业务投资与股东回报计划？<br><br>答：<br>1. 新业务投资策略：<br>   - 审慎评估每项新业务，灵活调整策略。<br>   - 确保新业务健康增长，实现长期财务目标。<br><br>2. 现有新业务进展：<br>   - 部分业务如餐饮供应链、共享单车、宠物寄养和共享充电宝已实现市场领先地位，持续提升效率。<br>   - 美团优选去年进行重大战略调整，效率显著提升。<br><br>3. 美团优选发展重点：<br>   - 重塑商品相关能力，打造差异化优势。<br>   - 长期目标是实现与线下零售渠道相当的利润率。<br><br>4. 股东回报计划：<br>   - 继续通过股票回购增加股东回报。<br>   - 首先抵消员工期权造成的稀释，并把握市场机会进一步减少流通股数量。<br>   - 2025年预计偿还约15亿美元可转换债券和7.5亿美元公司债券。<br><br>问题4：食品配送业务的未来增长战略和美团闪购的战略重点？<br><br>答：<br>1. 即时配送业务增长潜力：<br>   - 管理层对整体即时配送业务（包括食品和非食品）的潜力保持信心。<br>   - 继续吸引新用户，特别是年轻用户，新用户的初始购买频率和客单价高于早期用户群。<br>   - 现有用户在更广泛的场景和时间段使用外卖服务。<br><br>2. 供给侧创新：<br>   - 拼好饭等新供给模式吸引消费需求，提高使用频率和整体效率。<br><br>3. 美团闪购发展：<br>   - 保持快速增长，增速高于食品配送。<br>   - 持续赋能商户和品牌线上运营，深化与品牌零售商的合作。<br>   - 强化\"万物即到\"的消费者心智。<br><br>4. 长期目标：<br>   - 维持即时配送业务日单量超过1亿单的愿景和目标。<br><br>5. 生态系统建设：<br>   - 推出10亿元以上资金支持的商户扶持计划。<br>   - 计划在2025年第二季度在部分城市率先推出骑手社保试点项目，未来将逐步全国推广。<br>   - 加强食品安全管理，推出\"明厨亮灶\"计划。<br><br>问题5：到店酒旅业务的竞争格局、GTV增长预期，以及\"神会员\"对该业务的影响？<br><br>答：<br>1. 到店业务增长预期：<br>   - 尽管过去两年GTV增长迅速，管理层预计未来几年增长势头仍将保持强劲。<br>   - 到店品类的线上渗透率与实物商品电商相比仍然较低，公司将继续推动线上渗透并巩固竞争优势。<br><br>2. \"神会员\"对到店酒旅业务的影响：<br>   - \"神会员\"计划对到店酒旅业务产生积极影响，但具体数据未披露。<br>   - 公司正在将\"神会员\"升级为\"美团会员\"，预计将进一步加强用户粘性和跨品类协同效应。<br><br>通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。<br><br>声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","03690":"美团-W","MPNGY":"美团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187115017","content_text":"【业绩亮点和展望】- 2024年全年总收入同比增长22%至3376亿元人民币。- 年度交易用户超过7.7亿，年度商户数量显著增加至1450万。- 平均用户购买频率创新高。- 第四季度总收入同比增长20.1%至885亿元人民币。- 核心本地商业分部继续保持强劲的同比收入增长18.9%，达到656亿元人民币。【问答精华】问题1：关于AI战略和相关技术投资计划，以及如何将这些整合到现有业务中以增强竞争力？答：1. AI战略三层架构：   - AI at Work：提高10万多名员工的生产力和工作体验。   - AI in Products：升级现有产品服务，推出全新AI原生产品。   - 自研大语言模型：持续投资提升内部大语言模型能力。2. 具体应用：   - 员工生产力：自研大语言模型\"龙猫\"与外部模型结合，开发高效工具如AI编码、智能会议等。   - 客户服务：AI客服效率提升20%以上，客户满意度提高0.5个百分点。   - 业务运营：AI销售助手支持BD团队，显著提高工作效率。   - 技术开发：27%的新代码由AI编码助手生成。3. AI原生新产品：   - 计划今年推出覆盖美团所有服务的更先进AI助手。   - 利用丰富的线下服务和强大的即时配送能力，满足用户在数字和物理世界的需求。4. 基础设施投资：   - 优先保证GPU资源供应，去年投资数十亿元，今年计划进一步扩大投资。   - 自研大语言模型\"龙猫\"评估结果可比肩国内顶级模型。5. AI与机器人结合：   - 将AI应用于即时配送、自动驾驶和物流自动化等领域。   - 与领先机器人和自动驾驶初创公司深化合作。问题2：关于吉他(Kita)在沙特阿拉伯的扩张计划及其他业务的海外扩张战略？答：1. Kita在沙特的发展：   - 自去年10月在利雅得推出以来，增长势头强劲。   - 目前已扩展到沙特阿拉伯十几个主要城市。2. 海外业务重点：   - 当前专注于外卖配送业务。   - 计划利用外卖业务建立的高频流量和配送网络，未来拓展其他服务。3. 2025年海外投资：   - 将显著高于2024年，以支持业务规模快速增长和市场份额提升。   - 同时密切关注投资回报，持续提高效率。4. 长期海外战略：   - 借鉴中国经验，在外卖业务基础上发展其他业务。   - 看好海外市场的长期发展前景和盈利能力。问题3：如何平衡新业务投资与股东回报计划？答：1. 新业务投资策略：   - 审慎评估每项新业务，灵活调整策略。   - 确保新业务健康增长，实现长期财务目标。2. 现有新业务进展：   - 部分业务如餐饮供应链、共享单车、宠物寄养和共享充电宝已实现市场领先地位，持续提升效率。   - 美团优选去年进行重大战略调整，效率显著提升。3. 美团优选发展重点：   - 重塑商品相关能力，打造差异化优势。   - 长期目标是实现与线下零售渠道相当的利润率。4. 股东回报计划：   - 继续通过股票回购增加股东回报。   - 首先抵消员工期权造成的稀释，并把握市场机会进一步减少流通股数量。   - 2025年预计偿还约15亿美元可转换债券和7.5亿美元公司债券。问题4：食品配送业务的未来增长战略和美团闪购的战略重点？答：1. 即时配送业务增长潜力：   - 管理层对整体即时配送业务（包括食品和非食品）的潜力保持信心。   - 继续吸引新用户，特别是年轻用户，新用户的初始购买频率和客单价高于早期用户群。   - 现有用户在更广泛的场景和时间段使用外卖服务。2. 供给侧创新：   - 拼好饭等新供给模式吸引消费需求，提高使用频率和整体效率。3. 美团闪购发展：   - 保持快速增长，增速高于食品配送。   - 持续赋能商户和品牌线上运营，深化与品牌零售商的合作。   - 强化\"万物即到\"的消费者心智。4. 长期目标：   - 维持即时配送业务日单量超过1亿单的愿景和目标。5. 生态系统建设：   - 推出10亿元以上资金支持的商户扶持计划。   - 计划在2025年第二季度在部分城市率先推出骑手社保试点项目，未来将逐步全国推广。   - 加强食品安全管理，推出\"明厨亮灶\"计划。问题5：到店酒旅业务的竞争格局、GTV增长预期，以及\"神会员\"对该业务的影响？答：1. 到店业务增长预期：   - 尽管过去两年GTV增长迅速，管理层预计未来几年增长势头仍将保持强劲。   - 到店品类的线上渗透率与实物商品电商相比仍然较低，公司将继续推动线上渗透并巩固竞争优势。2. \"神会员\"对到店酒旅业务的影响：   - \"神会员\"计划对到店酒旅业务产生积极影响，但具体数据未披露。   - 公司正在将\"神会员\"升级为\"美团会员\"，预计将进一步加强用户粘性和跨品类协同效应。通过以上问答，投资者可以更清晰地了解美团在AI战略、海外扩张、核心业务发展以及股东回报等方面的最新进展和未来规划。公司在保持核心业务稳健增长的同时，积极布局AI技术和海外市场，为长期发展奠定基础。声明：本业绩会速递内容由人工智能生成，仅供参考，因技术所限可能存在不准确之处，不构成任何投资建议或承诺。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":423308508078168,"gmtCreate":1744354648058,"gmtModify":1744354653368,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷]","images":[{"img":"https://community-static.tradeup.com/news/60696506d5d43d173083d20bcaa426d5","width":"1170","height":"3006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423308508078168","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":423303266246816,"gmtCreate":1744353645787,"gmtModify":1744353648920,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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The majority of their investors are in it for the long haul, which makes a ton of sense. I mean, just take a look at this example of a guy whose average cost is around $12 per share. If he held onto those shares, his returns are through the roof right now compared to anyone who followed the “sell APPLE, buy <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ” advice in 2022. That move was a gamble, and it’s clear who came out on top.Sometimes, patience really does pay off. While people were jumping ship for the latest trends or hyped stocks, the people who stuck with Apple saw incredible gains. It’s a reminder that holding sol","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <v-v data-views=\"1\"></v-v>It’s crazy when you look at the long-term picture with APPLE. The majority of their investors are in it for the long haul, which makes a ton of sense. I mean, just take a look at this example of a guy whose average cost is around $12 per share. If he held onto those shares, his returns are through the roof right now compared to anyone who followed the “sell APPLE, buy <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ” advice in 2022. That move was a gamble, and it’s clear who came out on top.Sometimes, patience really does pay off. While people were jumping ship for the latest trends or hyped stocks, the people who stuck with Apple saw incredible gains. It’s a reminder that holding sol","text":"$Apple(AAPL)$ It’s crazy when you look at the long-term picture with APPLE. The majority of their investors are in it for the long haul, which makes a ton of sense. I mean, just take a look at this example of a guy whose average cost is around $12 per share. If he held onto those shares, his returns are through the roof right now compared to anyone who followed the “sell APPLE, buy $Meta Platforms, Inc.(META)$ ” advice in 2022. That move was a gamble, and it’s clear who came out on top.Sometimes, patience really does pay off. While people were jumping ship for the latest trends or hyped stocks, the people who stuck with Apple saw incredible gains. It’s a reminder that holding sol","images":[{"img":"https://community-static.tradeup.com/news/c9e8743a1222885dd00ca44747c0f27a","width":"686","height":"386"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392769645404248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387486112530800,"gmtCreate":1735642613796,"gmtModify":1735642617439,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"aptapt","listText":"aptapt","text":"aptapt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387486112530800","repostId":"387521097900120","repostType":1,"repost":{"id":387521097900120,"gmtCreate":1735640050380,"gmtModify":1735650602084,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【2024跨年有獎活動】來老虎音樂節，選出你最喜歡的股市金曲！","htmlText":"小虎君帶着老虎社區特別版股市金曲趕來了！在2024的最後一天，爲股市打個總結，做個小小的收官，也祝大家完美結束2024，開啓幸運2025！快來叫上你的小夥伴們一起看看改編版歌詞有沒有戳中你的心趴[爱你]點擊鏈接跳轉到各單曲：<a href=\"https://laohu8.com/TW/387522401087576\" target=\"_blank\">🎵拼多多傳奇</a><a href=\"https://laohu8.com/TW/387522932383792\" target=\"_blank\">🎵股勇者</a><a href=\"https://laohu8.com/TW/387522831622232\" target=\"_blank\">🎵感謝你曾來過小米</a><a href=\"https://laohu8.com/TW/387523369623600\" target=\"_blank\">🎵恆指兩萬點下</a><a href=\"https://laohu8.com/TW/387523204522072\" target=\"_blank\">🎵不危險派對</a><a href=\"https://laohu8.com/TW/387523709702192\" target=\"_blank\">🎵APT</a><a href=\"https://laohu8.com/TW/387523831230512\" target=\"_blank\">🎵Y.M.C.A.</a><a href=\"https://laohu8.com/TW/387523988791344\" target=\"_blank\">🎵Welcome to New Year</a>感謝各位提供歌詞靈感的朋友們！在觀看的同時，還可以根據音色大膽猜猜是誰在演唱？【參與方式】轉發本帖，並@至少一位好友，邀請他們一起參與活動。在評論區留言，上述","listText":"小虎君帶着老虎社區特別版股市金曲趕來了！在2024的最後一天，爲股市打個總結，做個小小的收官，也祝大家完美結束2024，開啓幸運2025！快來叫上你的小夥伴們一起看看改編版歌詞有沒有戳中你的心趴[爱你]點擊鏈接跳轉到各單曲：<a href=\"https://laohu8.com/TW/387522401087576\" target=\"_blank\">🎵拼多多傳奇</a><a href=\"https://laohu8.com/TW/387522932383792\" target=\"_blank\">🎵股勇者</a><a href=\"https://laohu8.com/TW/387522831622232\" target=\"_blank\">🎵感謝你曾來過小米</a><a href=\"https://laohu8.com/TW/387523369623600\" target=\"_blank\">🎵恆指兩萬點下</a><a href=\"https://laohu8.com/TW/387523204522072\" target=\"_blank\">🎵不危險派對</a><a href=\"https://laohu8.com/TW/387523709702192\" target=\"_blank\">🎵APT</a><a href=\"https://laohu8.com/TW/387523831230512\" target=\"_blank\">🎵Y.M.C.A.</a><a href=\"https://laohu8.com/TW/387523988791344\" target=\"_blank\">🎵Welcome to New Year</a>感謝各位提供歌詞靈感的朋友們！在觀看的同時，還可以根據音色大膽猜猜是誰在演唱？【參與方式】轉發本帖，並@至少一位好友，邀請他們一起參與活動。在評論區留言，上述","text":"小虎君帶着老虎社區特別版股市金曲趕來了！在2024的最後一天，爲股市打個總結，做個小小的收官，也祝大家完美結束2024，開啓幸運2025！快來叫上你的小夥伴們一起看看改編版歌詞有沒有戳中你的心趴[爱你]點擊鏈接跳轉到各單曲：🎵拼多多傳奇🎵股勇者🎵感謝你曾來過小米🎵恆指兩萬點下🎵不危險派對🎵APT🎵Y.M.C.A.🎵Welcome to New Year感謝各位提供歌詞靈感的朋友們！在觀看的同時，還可以根據音色大膽猜猜是誰在演唱？【參與方式】轉發本帖，並@至少一位好友，邀請他們一起參與活動。在評論區留言，上述","images":[{"img":"https://static.tigerbbs.com/dcb861540aa3c1ba38141860ae6b0819"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387521097900120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377606707532080,"gmtCreate":1733218663349,"gmtModify":1733218666694,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377606707532080","repostId":"1114626362","repostType":4,"repost":{"id":"1114626362","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":1733106875,"share":"https://ttm.financial/m/news/1114626362?lang=&edition=full_marsco","pubTime":"2024-12-02 10:34","market":"us","language":"zh","title":"分析师“盯上”这些便宜股，预测2025年有很大的上涨潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=1114626362","media":"老虎资讯综合","summary":"30只成分股的道琼斯指数在最新一周上涨了1.4%，标准普尔500指数和纳斯达克综合指数也分别上涨了1.1%。尽管今年市场上涨，但根据多个指标，仍有许多公司未得到充分的认可。但接受伦敦证券交易所调查的分析师给出的一致目标价意味着该股还有超过56%的上涨空间。AES 的预期上涨空间是同类公司中最高的（56%），预期市盈率最低，为 6.6。部分分析师还看好医疗公司Centene、芯片制造商美光科技以及太阳能电池板制造商First Solar等在2025年的表现。","content":"<html><head></head><body><p>在美股不断创新高之际，仍有一批医疗保健和能源公司对投资者来说定价具有吸引力。</p><p>今年股市表现出色，道琼斯工业平均指数和标准普尔500指数在11月结束时都表现强劲，且在上周创下历史新高。30只成分股的道琼斯指数在最新一周上涨了1.4%，标准普尔500指数和纳斯达克综合指数也分别上涨了1.1%。</p><p>尽管今年市场上涨，但根据多个指标，仍有许多公司未得到充分的认可。举例来说，使用CNBC Pro的股票筛选工具，我们发现了一些标准普尔500指数中的股票，它们目前的交易价格较低，未来有可能表现出色。我们找到的这些股票都符合以下标准：</p><ul style=\"\"><li><p>前瞻市盈率低于25，低于标准普尔500指数的市盈率</p></li><li><p>华尔街分析师普遍给出买入评级</p></li><li><p>平均12个月的目标价格暗示至少有30%的上涨空间</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec71c1604b3563d7700119243be871a1\" alt=\"资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）\" title=\"资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）\" tg-width=\"847\" tg-height=\"723\"/><span>资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）</span></p><p>一些生物技术公司的股价或在明年反弹 </p><p style=\"text-align: start;\">Biogen今年下跌 38% 的阿斯利康面临其最大药物类别多发性硬化症治疗药物销售下滑的局面。但接受伦敦证券交易所调查的分析师给出的一致目标价意味着该股还有超过56%的上涨空间。</p><p style=\"text-align: start;\">Biogen的预期市盈率为10倍，该公司最近超过了华尔街对第三季度收益和收入的预期，并上调了全年利润预期。这家总部位于马萨诸塞州剑桥的公司，其突破性的阿尔茨海默病药物 Leqembi 以及新的罕见疾病和抑郁症治疗药物的销量不断上升。</p><p style=\"text-align: start;\">另一家生物科技公司Regeneron Pharmaceuticals本季度迄今已大跌29%，今年迄今已下跌近 15%。但根据分析师的共识目标，Regeneron 未来一年的回报率可能达到 44% 左右。</p><p style=\"text-align: start;\">摩根大通最近将 Regeneron 评为长期大型生物科技股票，部分原因是根据最近的买方调查结果。</p><p style=\"text-align: start;\">摩根大通在11月25日的报告中表示：“展望 2025 年，我们认为生物技术基本面将基本保持完好，因为公司将在临床和监管方面取得胜利并在商业方面执行 - 所有这些都凸显了创新。”</p><p>还有一些能源生产商的估值也较低！如石油和天然气生产商德文能源、公用事业和发电机AES和油田服务提供商SLB。</p><p style=\"text-align: start;\">AES 的预期上涨空间是同类公司中最高的（56%），预期市盈率最低，为 6.6。该公司可能是生成式人工智能的受益者，摩根士丹利分析师 David Arcaro 在 9 月份的一份报告中表示，“AES 仍处于有利地位，可以满足数据中心可再生能源的需求，它仍然看到强劲的兴趣和回报的上行压力。”</p><p>部分分析师还看好医疗公司Centene、芯片制造商美光科技以及太阳能电池板制造商First Solar等在2025年的表现。</p><p>文章源自CNBC《Analysts love these cheap stocks that have plenty of upside heading into 2025》</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>分析师“盯上”这些便宜股，预测2025年有很大的上涨潜力</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n分析师“盯上”这些便宜股，预测2025年有很大的上涨潜力\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\">2024-12-02 10:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在美股不断创新高之际，仍有一批医疗保健和能源公司对投资者来说定价具有吸引力。</p><p>今年股市表现出色，道琼斯工业平均指数和标准普尔500指数在11月结束时都表现强劲，且在上周创下历史新高。30只成分股的道琼斯指数在最新一周上涨了1.4%，标准普尔500指数和纳斯达克综合指数也分别上涨了1.1%。</p><p>尽管今年市场上涨，但根据多个指标，仍有许多公司未得到充分的认可。举例来说，使用CNBC Pro的股票筛选工具，我们发现了一些标准普尔500指数中的股票，它们目前的交易价格较低，未来有可能表现出色。我们找到的这些股票都符合以下标准：</p><ul style=\"\"><li><p>前瞻市盈率低于25，低于标准普尔500指数的市盈率</p></li><li><p>华尔街分析师普遍给出买入评级</p></li><li><p>平均12个月的目标价格暗示至少有30%的上涨空间</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec71c1604b3563d7700119243be871a1\" alt=\"资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）\" title=\"资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）\" tg-width=\"847\" tg-height=\"723\"/><span>资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）</span></p><p>一些生物技术公司的股价或在明年反弹 </p><p style=\"text-align: start;\">Biogen今年下跌 38% 的阿斯利康面临其最大药物类别多发性硬化症治疗药物销售下滑的局面。但接受伦敦证券交易所调查的分析师给出的一致目标价意味着该股还有超过56%的上涨空间。</p><p style=\"text-align: start;\">Biogen的预期市盈率为10倍，该公司最近超过了华尔街对第三季度收益和收入的预期，并上调了全年利润预期。这家总部位于马萨诸塞州剑桥的公司，其突破性的阿尔茨海默病药物 Leqembi 以及新的罕见疾病和抑郁症治疗药物的销量不断上升。</p><p style=\"text-align: start;\">另一家生物科技公司Regeneron Pharmaceuticals本季度迄今已大跌29%，今年迄今已下跌近 15%。但根据分析师的共识目标，Regeneron 未来一年的回报率可能达到 44% 左右。</p><p style=\"text-align: start;\">摩根大通最近将 Regeneron 评为长期大型生物科技股票，部分原因是根据最近的买方调查结果。</p><p style=\"text-align: start;\">摩根大通在11月25日的报告中表示：“展望 2025 年，我们认为生物技术基本面将基本保持完好，因为公司将在临床和监管方面取得胜利并在商业方面执行 - 所有这些都凸显了创新。”</p><p>还有一些能源生产商的估值也较低！如石油和天然气生产商德文能源、公用事业和发电机AES和油田服务提供商SLB。</p><p style=\"text-align: start;\">AES 的预期上涨空间是同类公司中最高的（56%），预期市盈率最低，为 6.6。该公司可能是生成式人工智能的受益者，摩根士丹利分析师 David Arcaro 在 9 月份的一份报告中表示，“AES 仍处于有利地位，可以满足数据中心可再生能源的需求，它仍然看到强劲的兴趣和回报的上行压力。”</p><p>部分分析师还看好医疗公司Centene、芯片制造商美光科技以及太阳能电池板制造商First Solar等在2025年的表现。</p><p>文章源自CNBC《Analysts love these cheap stocks that have plenty of upside heading into 2025》</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BIIB":"渤健公司","AES":"爱依斯电力"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114626362","content_text":"在美股不断创新高之际，仍有一批医疗保健和能源公司对投资者来说定价具有吸引力。今年股市表现出色，道琼斯工业平均指数和标准普尔500指数在11月结束时都表现强劲，且在上周创下历史新高。30只成分股的道琼斯指数在最新一周上涨了1.4%，标准普尔500指数和纳斯达克综合指数也分别上涨了1.1%。尽管今年市场上涨，但根据多个指标，仍有许多公司未得到充分的认可。举例来说，使用CNBC Pro的股票筛选工具，我们发现了一些标准普尔500指数中的股票，它们目前的交易价格较低，未来有可能表现出色。我们找到的这些股票都符合以下标准：前瞻市盈率低于25，低于标准普尔500指数的市盈率华尔街分析师普遍给出买入评级平均12个月的目标价格暗示至少有30%的上涨空间资料来源：CNBC Pro（数据截至 2024 年 11 月 26 日）一些生物技术公司的股价或在明年反弹 Biogen今年下跌 38% 的阿斯利康面临其最大药物类别多发性硬化症治疗药物销售下滑的局面。但接受伦敦证券交易所调查的分析师给出的一致目标价意味着该股还有超过56%的上涨空间。Biogen的预期市盈率为10倍，该公司最近超过了华尔街对第三季度收益和收入的预期，并上调了全年利润预期。这家总部位于马萨诸塞州剑桥的公司，其突破性的阿尔茨海默病药物 Leqembi 以及新的罕见疾病和抑郁症治疗药物的销量不断上升。另一家生物科技公司Regeneron Pharmaceuticals本季度迄今已大跌29%，今年迄今已下跌近 15%。但根据分析师的共识目标，Regeneron 未来一年的回报率可能达到 44% 左右。摩根大通最近将 Regeneron 评为长期大型生物科技股票，部分原因是根据最近的买方调查结果。摩根大通在11月25日的报告中表示：“展望 2025 年，我们认为生物技术基本面将基本保持完好，因为公司将在临床和监管方面取得胜利并在商业方面执行 - 所有这些都凸显了创新。”还有一些能源生产商的估值也较低！如石油和天然气生产商德文能源、公用事业和发电机AES和油田服务提供商SLB。AES 的预期上涨空间是同类公司中最高的（56%），预期市盈率最低，为 6.6。该公司可能是生成式人工智能的受益者，摩根士丹利分析师 David Arcaro 在 9 月份的一份报告中表示，“AES 仍处于有利地位，可以满足数据中心可再生能源的需求，它仍然看到强劲的兴趣和回报的上行压力。”部分分析师还看好医疗公司Centene、芯片制造商美光科技以及太阳能电池板制造商First Solar等在2025年的表现。文章源自CNBC《Analysts love these cheap stocks that have plenty of upside heading into 2025》","news_type":1},"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377611396579456,"gmtCreate":1733214481672,"gmtModify":1733214485408,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377611396579456","repostId":"1165008731","repostType":4,"repost":{"id":"1165008731","kind":"news","pubTimestamp":1733147421,"share":"https://ttm.financial/m/news/1165008731?lang=&edition=full_marsco","pubTime":"2024-12-02 21:50","market":"us","language":"zh","title":"前美联储“三把手”警告：美联储有三个重要问题没考虑！","url":"https://stock-news.laohu8.com/highlight/detail?id=1165008731","media":"金十数据","summary":"尽管美联储计划关注一些正确的事情，但一些重要方面似乎会被遗漏。积极的一面是，美联储似乎准备放弃旨在防止短期利率长期维持在零下限的制度。到目前为止，一切顺利，但是有三个重要问题似乎没有被列入审查议程。美联储早在几年前就应该转为使用银行存放在央行的准备金利率，美联储在2008年重新获得了这一权力。","content":"<html><head></head><body><p><em>本文由前纽约联储主席杜德利（Bill Dudley）撰写。</em></p><p style=\"text-align: justify;\">明年，美联储将进行一项具有全球影响的活动——定期货币政策框架审查，在此过程中它将重新考虑管理全球最大经济体的方法。</p><p style=\"text-align: justify;\">尽管美联储计划关注一些正确的事情，<strong>但一些重要方面似乎会被遗漏。</strong></p><p style=\"text-align: justify;\"><strong>积极的一面是，美联储似乎准备放弃旨在防止短期利率长期维持在零下限的制度。</strong>该制度是在2020年审查后出台的，其背景是2008年金融危机和全球疫情期间的零利率经验。该制度规定，美联储必须满足三个条件才能将利率维持在零下限：就业达到与稳定通胀相一致的最高水平；通胀达到2%；并且预期通胀将超过2%，以抵消过去的通胀不足。这本是为了使通胀预期更牢固地锚定在2%，防止如果这些预期下降导致意外的政策收紧。</p><p style=\"text-align: justify;\"><strong>这一策略着眼于应对过去的危机，但事实证明它并不适合于一个走出疫情的经济体。</strong>到2022年3月，美联储政策利率仍接近于零，美联储仍在购买美债和抵押贷款支持证券以压低长期利率——而失业率为3.8%，美联储偏好的通胀衡量指标超过了5%。即使经济过热，美联储仍在提供特别的刺激。</p><p style=\"text-align: justify;\">鲍威尔似乎意识到了这个问题。他指出，被锁定在零下限的风险可能已经下降，因为中性利率——即既不刺激也不阻碍增长的利率——高于2008年危机后的十年。正如鲍威尔所说：“你不需要瞄准超调，你只需要瞄准通胀。”</p><p style=\"text-align: justify;\">到目前为止，一切顺利，<strong>但是有三个重要问题似乎没有被列入审查议程。</strong></p><p style=\"text-align: justify;\"><strong>首先，美联储需要一个量化宽松（以及量化紧缩）框架。</strong>如果没有框架，市场参与者就难以理解这些政策何时以及如何实施。这削弱了它们的有效性，因为市场预期会影响长期美债收益率、金融状况以及货币政策向经济的传导。</p><p style=\"text-align: justify;\"><strong>其次，需要一个制度来评估量化宽松措施的成本和效益，以便更好地理解哪些措施实际上值得实施。</strong>例如，在很明显新冠疫苗的研发以及拜登政府的大规模财政刺激措施将消除对额外货币刺激的需求的情况下，该央行在2023年购买了1.4万亿美元的资产。这些购买最终将使美国纳税人损失超过1000亿美元。疫情时期量化宽松的总成本可能达到5000亿美元。</p><p style=\"text-align: justify;\"><strong>第三，美联储应该改变其利率目标。</strong>联邦基金利率已经过时，它追踪的是一个银行大多不再使用的市场，因为银行准备金如此充足。这使得央行的工作变得复杂：例如，在2015年，它引入了隔夜逆回购工具，以防止联邦基金利率跌破其目标区间。<strong>美联储早在几年前就应该转为使用银行存放在央行的准备金利率</strong>，美联储在2008年重新获得了这一权力。亡羊补牢，为时未晚。</p><p style=\"text-align: justify;\">一些人认为，美联储不可能轻易改变利率目标，因为准备金率是由美联储理事会设定的，而不是由负责货币政策的联邦公开市场委员会（FOMC）设定的。这是没有说服力的，理事会可以每年投票一次，以遵守FOMC关于准备金利率应该是多少的建议。鉴于这两个实体的成员重叠程度很高，发生冲突的风险似乎可以忽略不计。</p><p style=\"text-align: justify;\"><strong>还有一个不值得考虑的问题：美联储是否应该将其通胀目标提高到2%以上，以降低陷入零利率下限的风险。</strong>正如鲍威尔指出的那样，这种风险已经消退。更重要的是，即使通胀飙升，2%的目标也帮助保持了通胀预期良好地锚定。改变通胀目标可能会削弱对美联储决心的信心——在通胀仍高于美联储目标、美联储可能面临放松货币政策以帮助解决政府不可持续的债务积累的压力之际，<strong>这是一个危险的举动。</strong></p><p style=\"text-align: justify;\">正如特朗普战胜哈里斯这一事件突显的那样，<strong>选民真的不喜欢通胀，民意必须有所体现。</strong></p></body></html>","source":"jssj","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>前美联储“三把手”警告：美联储有三个重要问题没考虑！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前美联储“三把手”警告：美联储有三个重要问题没考虑！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-02 21:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/154903><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文由前纽约联储主席杜德利（Bill Dudley）撰写。明年，美联储将进行一项具有全球影响的活动——定期货币政策框架审查，在此过程中它将重新考虑管理全球最大经济体的方法。尽管美联储计划关注一些正确的事情，但一些重要方面似乎会被遗漏。积极的一面是，美联储似乎准备放弃旨在防止短期利率长期维持在零下限的制度。该制度是在2020年审查后出台的，其背景是2008年金融危机和全球疫情期间的零利率经验。该制度...</p>\n\n<a href=\"https://xnews.jin10.com/details/154903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/154903","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165008731","content_text":"本文由前纽约联储主席杜德利（Bill Dudley）撰写。明年，美联储将进行一项具有全球影响的活动——定期货币政策框架审查，在此过程中它将重新考虑管理全球最大经济体的方法。尽管美联储计划关注一些正确的事情，但一些重要方面似乎会被遗漏。积极的一面是，美联储似乎准备放弃旨在防止短期利率长期维持在零下限的制度。该制度是在2020年审查后出台的，其背景是2008年金融危机和全球疫情期间的零利率经验。该制度规定，美联储必须满足三个条件才能将利率维持在零下限：就业达到与稳定通胀相一致的最高水平；通胀达到2%；并且预期通胀将超过2%，以抵消过去的通胀不足。这本是为了使通胀预期更牢固地锚定在2%，防止如果这些预期下降导致意外的政策收紧。这一策略着眼于应对过去的危机，但事实证明它并不适合于一个走出疫情的经济体。到2022年3月，美联储政策利率仍接近于零，美联储仍在购买美债和抵押贷款支持证券以压低长期利率——而失业率为3.8%，美联储偏好的通胀衡量指标超过了5%。即使经济过热，美联储仍在提供特别的刺激。鲍威尔似乎意识到了这个问题。他指出，被锁定在零下限的风险可能已经下降，因为中性利率——即既不刺激也不阻碍增长的利率——高于2008年危机后的十年。正如鲍威尔所说：“你不需要瞄准超调，你只需要瞄准通胀。”到目前为止，一切顺利，但是有三个重要问题似乎没有被列入审查议程。首先，美联储需要一个量化宽松（以及量化紧缩）框架。如果没有框架，市场参与者就难以理解这些政策何时以及如何实施。这削弱了它们的有效性，因为市场预期会影响长期美债收益率、金融状况以及货币政策向经济的传导。其次，需要一个制度来评估量化宽松措施的成本和效益，以便更好地理解哪些措施实际上值得实施。例如，在很明显新冠疫苗的研发以及拜登政府的大规模财政刺激措施将消除对额外货币刺激的需求的情况下，该央行在2023年购买了1.4万亿美元的资产。这些购买最终将使美国纳税人损失超过1000亿美元。疫情时期量化宽松的总成本可能达到5000亿美元。第三，美联储应该改变其利率目标。联邦基金利率已经过时，它追踪的是一个银行大多不再使用的市场，因为银行准备金如此充足。这使得央行的工作变得复杂：例如，在2015年，它引入了隔夜逆回购工具，以防止联邦基金利率跌破其目标区间。美联储早在几年前就应该转为使用银行存放在央行的准备金利率，美联储在2008年重新获得了这一权力。亡羊补牢，为时未晚。一些人认为，美联储不可能轻易改变利率目标，因为准备金率是由美联储理事会设定的，而不是由负责货币政策的联邦公开市场委员会（FOMC）设定的。这是没有说服力的，理事会可以每年投票一次，以遵守FOMC关于准备金利率应该是多少的建议。鉴于这两个实体的成员重叠程度很高，发生冲突的风险似乎可以忽略不计。还有一个不值得考虑的问题：美联储是否应该将其通胀目标提高到2%以上，以降低陷入零利率下限的风险。正如鲍威尔指出的那样，这种风险已经消退。更重要的是，即使通胀飙升，2%的目标也帮助保持了通胀预期良好地锚定。改变通胀目标可能会削弱对美联储决心的信心——在通胀仍高于美联储目标、美联储可能面临放松货币政策以帮助解决政府不可持续的债务积累的压力之际，这是一个危险的举动。正如特朗普战胜哈里斯这一事件突显的那样，选民真的不喜欢通胀，民意必须有所体现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375862707388608,"gmtCreate":1732781534477,"gmtModify":1732781538496,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a>&nbsp;","text":"$特朗普媒体科技集团(DJT)$","images":[{"img":"https://community-static.tradeup.com/news/d5cd333cda367bd741300586b1b1969b","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/375862707388608","isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373361746632768,"gmtCreate":1732183023418,"gmtModify":1732183157525,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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🚌🚒🚜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":2,"repostSize":27,"link":"https://ttm.financial/post/373361746632768","isVote":1,"tweetType":1,"viewCount":4228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368441429708864,"gmtCreate":1730969272847,"gmtModify":1731318236157,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BHP.AU\">$BHP GROUP LTD(BHP.AU)$</a>[财迷][财迷][财迷]","listText":"<a href=\"https://ttm.financial/S/BHP.AU\">$BHP GROUP LTD(BHP.AU)$</a>[财迷][财迷][财迷]","text":"$BHP GROUP LTD(BHP.AU)$[财迷][财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/368441429708864","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360957043073296,"gmtCreate":1729150099335,"gmtModify":1729150219670,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"only sgp visible","listText":"only sgp visible","text":"only sgp visible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/360957043073296","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331050334601288,"gmtCreate":1721830530099,"gmtModify":1721830798967,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"[Miser]&nbsp; [Miser]&nbsp; [Money fan]&nbsp; haha","listText":"[Miser]&nbsp; [Miser]&nbsp; [Money fan]&nbsp; haha","text":"[Miser] [Miser] [Money fan] haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331050334601288","isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329256709091344,"gmtCreate":1721390828756,"gmtModify":1721396534050,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> LMFAO [LOL][LOL][LOL] Gonna load up puts on them tonight","listText":"<a href=\"https://ttm.financial/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <v-v data-views=\"0\"></v-v> <a href=\"https://ttm.financial/S/MSFT\">$微软(MSFT)$</a> <v-v data-views=\"0\"></v-v> LMFAO [LOL][LOL][LOL] Gonna load up puts on them tonight","text":"$CrowdStrike Holdings, Inc.(CRWD)$ $微软(MSFT)$ LMFAO [LOL][LOL][LOL] Gonna load up puts on them tonight","images":[{"img":"https://community-static.tradeup.com/news/8b160c2c423fc95e76058aea389e51e3","width":"526","height":"680"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329256709091344","isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":373361746632768,"gmtCreate":1732183023418,"gmtModify":1732183157525,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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🚌🚒🚜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":2,"repostSize":27,"link":"https://ttm.financial/post/373361746632768","isVote":1,"tweetType":1,"viewCount":4228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360957043073296,"gmtCreate":1729150099335,"gmtModify":1729150219670,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"only sgp visible","listText":"only sgp visible","text":"only sgp visible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/360957043073296","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941435114,"gmtCreate":1680521560539,"gmtModify":1680521901329,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"😘😘😒😒😭😭😁😉😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭🙈","listText":"😘😘😒😒😭😭😁😉😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭🙈","text":"😘😘😒😒😭😭😁😉😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭😭🙈","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":17,"repostSize":3,"link":"https://ttm.financial/post/9941435114","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":4,"crmLevelSwitch":0,"idStr":"3581734227956830","authorIdStr":"3581734227956830"},"content":"Why so many smily face? Haha","text":"Why so many smily face? Haha","html":"Why so many smily face? Haha"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368441429708864,"gmtCreate":1730969272847,"gmtModify":1731318236157,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BHP.AU\">$BHP GROUP LTD(BHP.AU)$</a>[财迷][财迷][财迷]","listText":"<a href=\"https://ttm.financial/S/BHP.AU\">$BHP GROUP LTD(BHP.AU)$</a>[财迷][财迷][财迷]","text":"$BHP GROUP LTD(BHP.AU)$[财迷][财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/368441429708864","isVote":1,"tweetType":1,"viewCount":1586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299346774257728,"gmtCreate":1714108834910,"gmtModify":1714108838979,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"Bro you must earn a lot on <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a> [Miser] [Miser] pls like me","listText":"Bro you must earn a lot on <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a> [Miser] [Miser] pls like me","text":"Bro you must earn a lot on $Alphabet(GOOG)$ [Miser] [Miser] pls like me","images":[{"img":"https://community-static.tradeup.com/news/bfe4e17441044f4d1975bd51a0d5af90"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/299346774257728","repostId":"299426115092480","repostType":1,"repost":{"id":299426115092480,"gmtCreate":1714107835444,"gmtModify":1714114802174,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends","htmlText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","listText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. 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&nbsp;</a>nice[呆住]&nbsp;[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20230530 10.00 CALL\">$MIU.HK 20230530 10.00 CALL$ &nbsp;</a>nice[呆住]&nbsp;[呆住]&nbsp;","text":"$MIU.HK 20230530 10.00 CALL$ nice[呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970420472","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100932534200480","authorId":"4100932534200480","name":"A新加坡1_11","avatar":"https://community-static.tradeup.com/news/716498080a9fd79d5537f96b470a51f6","crmLevel":3,"crmLevelSwitch":0,"idStr":"4100932534200480","authorIdStr":"4100932534200480"},"content":"Good @singsong one","text":"Good @singsong one","html":"Good @singsong one"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280992474583320,"gmtCreate":1709626312977,"gmtModify":1709626645025,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;","listText":"[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;[What]&nbsp;&nbsp;","text":"[What] [What] [What] [What] [What] [What] [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280992474583320","isVote":1,"tweetType":3,"object":{"tweetId":"280992474583320","title":"今夜通州迎雨雪，一直下到明晚！备好雨具，添衣保暖","poster":"https://mmbiz.qpic.cn/mmbiz_jpg/G6wL1LqZmbicapaNIico8DDoiazMEgJ5vriaH57nO0kDosp2AJ9RSYvcIum5AzWAXsmVIM20gPBL9FyAUskzCnj5dg/640?wx_fmt=jpeg&from=appmsg","shareLink":"https://mp.weixin.qq.com/s/TiqSM6XJSLhiH5JiecwgHA"},"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280989332893920,"gmtCreate":1709626027927,"gmtModify":1709626644482,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280989332893920","isVote":1,"tweetType":3,"object":{"tweetId":"280989332893920","title":"今夜通州迎雨雪，一直下到明晚！备好雨具，添衣保暖","poster":"https://mmbiz.qpic.cn/mmbiz_jpg/G6wL1LqZmbicapaNIico8DDoiazMEgJ5vriaH57nO0kDosp2AJ9RSYvcIum5AzWAXsmVIM20gPBL9FyAUskzCnj5dg/640?wx_fmt=jpeg&from=appmsg","shareLink":"https://mp.weixin.qq.com/s/TiqSM6XJSLhiH5JiecwgHA"},"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280305811898544,"gmtCreate":1709444634242,"gmtModify":1709444636801,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"@[微笑][微笑]","listText":"@[微笑][微笑]","text":"@[微笑][微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280305811898544","repostId":"2416432659","repostType":2,"repost":{"id":"2416432659","kind":"news","pubTimestamp":1709435020,"share":"https://ttm.financial/m/news/2416432659?lang=&edition=full_marsco","pubTime":"2024-03-03 11:03","market":"us","language":"zh","title":"追赶Mag 7，这是欧洲巨头的机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2416432659","media":"华尔街见闻","summary":"斯托克欧洲600指数今年以来的涨幅仅为标普500指数的一半，现在可能是欧洲巨头们赶超的好时机。","content":"<html><head></head><body><blockquote><p><strong>斯托克欧洲600指数今年以来的涨幅仅为标普500指数的一半，现在可能是欧洲巨头们赶超的好时机。</strong></p></blockquote><p>美股有科技股“七姐妹”，欧股有“十一罗汉”、“七大奇迹”、“超级七巨头”。</p><p>欧洲超级权重股的亮眼表现吸引了全球投资者的目光，但要具体到是哪些个股推动了大盘涨幅，各大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>还没能给出一致的答案。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>为这些权重股起了“Granolas”这一绰号，这十一只个股分别为<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>、罗氏、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、雀巢、<a href=\"https://laohu8.com/S/NVS\">诺华</a>、<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>、<a href=\"https://laohu8.com/S/0NZM.UK\">欧莱雅</a>、路威酩轩、<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>、SAP和<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>。自2022年初以来，Granolas与Mag 7同步上涨，但波动性只有Mag 7的一半，且价格要低30%。</p><p>在欧股“十一罗汉”Granolas的推动下，斯托克欧洲600指数本周创下历史新高，于欧股的重要性和“七巨头”于美股的重要性不相上下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab39cde1905cd50791f00343d285b7e\" tg-width=\"1024\" tg-height=\"523\"/></p><p>在花旗集团全球市场部全球股票策略师Beata Manthey看来，欧股的“超级七巨头”分别为：诺和诺德、阿斯麦、路威酩轩、SAP、施耐德、历峰集团和<a href=\"https://laohu8.com/S/RACE\">法拉利</a>。</p><p>她表示，新冠疫情期间美国步入零利率时代，成长型股票成为“自然而然的涌入地”，但现在欧洲也拥有实力雄厚但“被低估”的公司。目前，欧洲超级权重的股价比“七姐妹”更低，而利润率同样吸引人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25971fc9f8350ee47a1ee8e0fb22a95f\" tg-width=\"526\" tg-height=\"427\"/></p><p>如上图所示，斯托克欧洲600指数今年迄今3.3%的涨幅中，这7只股票贡献了近70%的涨幅；另一边，Mag 7指数迄今已经上涨了14%，贡献了<a href=\"https://laohu8.com/S/161125\">标普500</a>指数50%的涨幅，占其市值的23%。</p><p>此外，以Roland Kaloyan为首的<a href=\"https://laohu8.com/S/0J6Y.UK\">法国兴业银行</a>战略家给出了“欧洲七大奇迹”的绰号，其中包括诺和诺德、阿斯麦、路威酩轩、SAP、西门子、施耐德和爱马仕。</p><h2 id=\"id_2210462116\">现在，赶超的好时机</h2><p>因为欧洲企业利润率相对较低、区域经济增长乏力等因素，今年斯托克欧洲600指数的涨幅仅为标普500指数的一半。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19b4a15e410140d04cc1b5a5fcf3e3b1\" tg-width=\"1024\" tg-height=\"517\"/></p><p>Manthey指出，自2023年初以来，“超级七巨头”的涨幅比 “七姐妹”低了70%——<strong>“这就为追赶留下了空间”</strong>。</p><p>可以发现，虽然各大机构给出的“名单”各异，但总有一些核心大盘股始终名列其中。</p><p>法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>策略师表示，这些巨型个股的权重正在不断上升，对整个股市的影响越来越大。Kaloyan表示：</p><blockquote><p>“即使允许的话，也很少有投资者愿意将超过10%的资金投入到单一股票上，但阿斯麦最近在欧洲斯托克50指数中达到了这一门槛。”</p></blockquote><p>EPFR Global数据显示，虽然大盘股带动了基准指数的表现，但欧洲股市继续遭受资金外流，今年损失了80亿美元，而美国股市则获得了130亿美元的资金流入。</p><p>高盛此前解释到，在流动性匮乏的欧股市场上，集绩优股、防御股、低波动为一体的GRANOLAS集团自然吸引了更多资金流入，归功于较佳的流动性，GRANOLAS指数往往跑赢大盘。</p><p>需要注意的是，由超级权重股推动的欧股牛市也存在着“泡沫”破灭的风险。相关数据显示，<strong>欧洲目前十大个股占斯托克600指数的权重达到20%以上，接近2000年科网泡沫期间达到的22%的峰值</strong>。</p></body></html>","source":"wallstreetcn_hot_news","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>追赶Mag 7，这是欧洲巨头的机会</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追赶Mag 7，这是欧洲巨头的机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-03 11:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709506><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>斯托克欧洲600指数今年以来的涨幅仅为标普500指数的一半，现在可能是欧洲巨头们赶超的好时机。美股有科技股“七姐妹”，欧股有“十一罗汉”、“七大奇迹”、“超级七巨头”。欧洲超级权重股的亮眼表现吸引了全球投资者的目光，但要具体到是哪些个股推动了大盘涨幅，各大金融机构还没能给出一致的答案。高盛为这些权重股起了“Granolas”这一绰号，这十一只个股分别为葛兰素史克、罗氏、阿斯麦、雀巢、诺华、诺和诺德...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709506\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ed5ff280f00f9cc6b20aac31a2cb750","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3709506","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416432659","content_text":"斯托克欧洲600指数今年以来的涨幅仅为标普500指数的一半，现在可能是欧洲巨头们赶超的好时机。美股有科技股“七姐妹”，欧股有“十一罗汉”、“七大奇迹”、“超级七巨头”。欧洲超级权重股的亮眼表现吸引了全球投资者的目光，但要具体到是哪些个股推动了大盘涨幅，各大金融机构还没能给出一致的答案。高盛为这些权重股起了“Granolas”这一绰号，这十一只个股分别为葛兰素史克、罗氏、阿斯麦、雀巢、诺华、诺和诺德、欧莱雅、路威酩轩、阿斯利康、SAP和赛诺菲。自2022年初以来，Granolas与Mag 7同步上涨，但波动性只有Mag 7的一半，且价格要低30%。在欧股“十一罗汉”Granolas的推动下，斯托克欧洲600指数本周创下历史新高，于欧股的重要性和“七巨头”于美股的重要性不相上下。在花旗集团全球市场部全球股票策略师Beata Manthey看来，欧股的“超级七巨头”分别为：诺和诺德、阿斯麦、路威酩轩、SAP、施耐德、历峰集团和法拉利。她表示，新冠疫情期间美国步入零利率时代，成长型股票成为“自然而然的涌入地”，但现在欧洲也拥有实力雄厚但“被低估”的公司。目前，欧洲超级权重的股价比“七姐妹”更低，而利润率同样吸引人。如上图所示，斯托克欧洲600指数今年迄今3.3%的涨幅中，这7只股票贡献了近70%的涨幅；另一边，Mag 7指数迄今已经上涨了14%，贡献了标普500指数50%的涨幅，占其市值的23%。此外，以Roland Kaloyan为首的法国兴业银行战略家给出了“欧洲七大奇迹”的绰号，其中包括诺和诺德、阿斯麦、路威酩轩、SAP、西门子、施耐德和爱马仕。现在，赶超的好时机因为欧洲企业利润率相对较低、区域经济增长乏力等因素，今年斯托克欧洲600指数的涨幅仅为标普500指数的一半。Manthey指出，自2023年初以来，“超级七巨头”的涨幅比 “七姐妹”低了70%——“这就为追赶留下了空间”。可以发现，虽然各大机构给出的“名单”各异，但总有一些核心大盘股始终名列其中。法国兴业银行策略师表示，这些巨型个股的权重正在不断上升，对整个股市的影响越来越大。Kaloyan表示：“即使允许的话，也很少有投资者愿意将超过10%的资金投入到单一股票上，但阿斯麦最近在欧洲斯托克50指数中达到了这一门槛。”EPFR Global数据显示，虽然大盘股带动了基准指数的表现，但欧洲股市继续遭受资金外流，今年损失了80亿美元，而美国股市则获得了130亿美元的资金流入。高盛此前解释到，在流动性匮乏的欧股市场上，集绩优股、防御股、低波动为一体的GRANOLAS集团自然吸引了更多资金流入，归功于较佳的流动性，GRANOLAS指数往往跑赢大盘。需要注意的是，由超级权重股推动的欧股牛市也存在着“泡沫”破灭的风险。相关数据显示，欧洲目前十大个股占斯托克600指数的权重达到20%以上，接近2000年科网泡沫期间达到的22%的峰值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269210760429816,"gmtCreate":1706759949382,"gmtModify":1706759955327,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"unv[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;","listText":"unv[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;","text":"unv[呆住] [呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269210760429816","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289199793807400,"gmtCreate":1711615035785,"gmtModify":1711615753792,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MET.HK 20240429 77.50 CALL\">$MET.HK 20240429 77.50 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MET.HK 20240429 77.50 CALL\">$MET.HK 20240429 77.50 CALL$ </a>&nbsp;","text":"$MET.HK 20240429 77.50 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/289199793807400","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"content":"I am a first-class comment [smile]","text":"I am a first-class comment [smile]","html":"I am a first-class comment [smile]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970399349,"gmtCreate":1683884689881,"gmtModify":1683884693429,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/XPEV 20230512 15.0 CALL\">$XPEV 20230512 15.0 CALL$ &nbsp;</a>nice","listText":"<a href=\"https://ttm.financial/OPT/XPEV 20230512 15.0 CALL\">$XPEV 20230512 15.0 CALL$ &nbsp;</a>nice","text":"$XPEV 20230512 15.0 CALL$ nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/9970399349","isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097199389075880","authorId":"4097199389075880","name":"新西兰可可的最新名字你看看我的新名字怎么样容易让人记住吧","avatar":"https://community-static.tradeup.com/news/405791fae29d8d8775e388763681c4e9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4097199389075880","authorIdStr":"4097199389075880"},"content":"[Money obsession] [Money obsession] [Money obsession]","text":"[Money obsession] [Money obsession] [Money obsession]","html":"[Money obsession] [Money obsession] [Money obsession]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210224705458336,"gmtCreate":1692349098090,"gmtModify":1692349103104,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 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everyone","html":"This article is good, please forward it to everyone"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321692108025880,"gmtCreate":1719560106212,"gmtModify":1719560111155,"author":{"id":"4100931252200150","authorId":"4100931252200150","name":"singsongone 10","avatar":"https://community-static.tradeup.com/news/94dfaf4eb4bea5dfbb54ddc702dc88e9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100931252200150","authorIdStr":"4100931252200150"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> Favorite Trump quote: \"I really don't know what he just said, and I don't think he does either.\" Favorite Biden quote: \"afutafutaderghy\" [LOL][LOL]","listText":"<a href=\"https://ttm.financial/S/DJT\">$Trump Media &amp; Technology(DJT)$</a> Favorite Trump quote: \"I really don't know what he just said, and I don't think he does either.\" Favorite Biden quote: \"afutafutaderghy\" 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