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Kevin29
Kevin29
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2023-11-02
[财迷]
Sorry, this post has been deleted
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Kevin29
Kevin29
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2023-09-05
[财迷]
盘前异动 | 一中概股大涨12%，携程、理想汽车下跌
美股三大指数期货在盘前时段集体走低。
盘前异动 | 一中概股大涨12%，携程、理想汽车下跌
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Kevin29
Kevin29
·
2023-04-25
[财迷]
DBS Downgrades OCBC and UOB to "Hold" As It Sees "Limited Catalysts for Now"
DBS Group Research analyst Lim Rui Wen has downgraded both Oversea-Chinese Banking Corporation (OCBC
DBS Downgrades OCBC and UOB to "Hold" As It Sees "Limited Catalysts for Now"
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Kevin29
Kevin29
·
2023-04-19
[财迷]
开盘 | 美股三大指数集体低开，阿莱恩斯西部银行涨20%
4月19日，美股三大指数集体低开，道指跌0.36%，纳指跌0.74%，标普500指数跌0.47%。摩根士丹利跌超3%，Q1净利润同比下滑近20%，Q1总存款为3475.2亿美元，低于市场预期。阿斯麦跌
开盘 | 美股三大指数集体低开，阿莱恩斯西部银行涨20%
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Kevin29
Kevin29
·
2023-04-14
[财迷]
CPI报告吹响终场哨声！美联储要赢了？
最新公布的CPI报告对于美联储和美国人的钱包来说，无疑是个好消息，更重要的是，这还释放出一个重要信号……
CPI报告吹响终场哨声！美联储要赢了？
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Kevin29
Kevin29
·
2023-04-11
[财迷]
盘前 | 市场交投情绪谨慎！美股指期货弱势震荡
4月11日，美股指期货走低，截止发稿，道指期货跌0.04%，纳指期货跌0.14%，标普500指数期货跌0.02%。悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高根据美国商品期货交易委员会的数据
盘前 | 市场交投情绪谨慎！美股指期货弱势震荡
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Kevin29
Kevin29
·
2023-04-11
[财迷]
期权大单 | 芯片股狂欢，美光科技看涨期权大增！利好利空齐到，Tilray“很尴尬”
摘要：美东时间周一（4月10日），期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%；芯片股狂欢，美光科技、英伟达看涨期权大增。一、市场概览美东时间周一（4月10日），市场等待通胀
期权大单 | 芯片股狂欢，美光科技看涨期权大增！利好利空齐到，Tilray“很尴尬”
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Kevin29
Kevin29
·
2023-04-11
[财迷]
巴菲特又出手了！瞄准这一领域，嗅到了什么？
巴菲特或再发日元债，嗅到了什么？有市场消息称，知情人士透露，沃伦·巴菲特旗下伯克希尔·哈撒韦已开始就出售日元债券向投资者征求意见。这似乎印证了稍早之前的信息，此前，据彭博报道，伯克希尔·哈撒韦公司已聘
巴菲特又出手了！瞄准这一领域，嗅到了什么？
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Kevin29
Kevin29
·
2023-04-10
[呆住]
财报前瞻 | 美国银行股压力重重，Q1财报会有何表现？
鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。美股新一轮财报季下周
财报前瞻 | 美国银行股压力重重，Q1财报会有何表现？
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Kevin29
Kevin29
·
2023-04-10
[财迷]
异动 | 美股指期货弱势震荡，美光科技盘前涨超4%
4月10日，美股指期货弱势震荡，截止发稿，道指期货跌0.01%，纳指期货跌0.28%，标普500指数期货跌0.05%。美股区块链概念股盘前普涨，Marathon Digital、Riot Blockc
异动 | 美股指期货弱势震荡，美光科技盘前涨超4%
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","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/216626060411088","repostId":"1195776321","repostType":2,"repost":{"id":"1195776321","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":1693901408,"share":"https://ttm.financial/m/news/1195776321?lang=&edition=fundamental","pubTime":"2023-09-05 16:10","market":"us","language":"zh","title":"盘前异动 | 一中概股大涨12%，携程、理想汽车下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1195776321","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体走低。","content":"<html><head></head><body><p>9月5日周二，美股三大指数期货在盘前时段集体走低。美国劳工部上周五(9月1日)表示，随着越来越多的美国人加入劳动力队伍，失业率从7月份的3.5%上升至3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ce3291f7d4cb88236ebd6267ab6df3\" title=\"\" tg-width=\"871\" tg-height=\"318\"/></p><ul style=\"\"><li><p>再鼎医药盘前大涨近12%，H股今日收涨超5%。消息面上，再鼎医药申报的马吉妥昔单抗注射液已在中国获批上市，本次获批的适应症为用于转移性HER2阳性乳腺癌患者三线及以上治疗。此外，港交所资料显示，小摩于8月29日增持再鼎医药H股98.3479万股，总金额约为1783.15万港元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/077a9a804a1742bce663dc11bd7ef215\" title=\"\" tg-width=\"450\" tg-height=\"128\"/></p><ul style=\"\"><li><p>名创优品盘前涨超8%。日前公布的2023财年整体业绩表现再创新高，营收及盈利双双取得历史性突破。另外，第四财季营收32.5亿元创下历史新高。</p><p></p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b192e14e55261af07125eea8177fe8e\" title=\"\" tg-width=\"450\" tg-height=\"133\"/></p><ul style=\"\"><li><p>携程网盘前跌近4%。携程二季度净营业收入为112亿元，同比增长180%。二季度归属公司股东净利润6.31亿元，同比大增814.49%。但较一季度的34亿元大幅减少逾81%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1caa13befef2026dcb3582da3d05c6fc\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><ul style=\"\"><li><p>热门中概股盘前普跌。截至发稿，理想汽车跌超4%，贝壳跌超3%，哔哩哔哩2.89%，阿里巴巴、京东、拼多多跌超1%，蔚来跌0.91%，小鹏汽车跌0.11%。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/446be267f7985be73050a10af713e8e2\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><ul style=\"\"><li><p>黑石、爱彼迎盘前上涨。消息面上，标准普尔道琼斯指数公司宣布，黑石和爱彼迎将加入标准普尔500指数，取代林肯国民公司和纽威品牌公司，变动将于9月18日交易开始前生效。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f30f525e0372bc04ad017e4d7b038db\" title=\"\" tg-width=\"450\" tg-height=\"128\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f777fccc9cf2127b605998921751471\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><ul style=\"\"><li><p>越南电动汽车制造商VinFast盘前跌近8%，此前已连跌四个交易日，累计下跌超64%。VinFast首席执行官黎氏秋水日前表示，对公司在纳斯达克上市后的股价波动并不担忧，称其相信VinFast的潜力，尤其是考虑到东南亚电动汽车生态系统正在迅速扩张。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94707d514394a5d5375ca6f211bbc635\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></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>盘前异动 | 一中概股大涨12%，携程、理想汽车下跌</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; 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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盘前异动 | 一中概股大涨12%，携程、理想汽车下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-09-05 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日周二，美股三大指数期货在盘前时段集体走低。美国劳工部上周五(9月1日)表示，随着越来越多的美国人加入劳动力队伍，失业率从7月份的3.5%上升至3.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ce3291f7d4cb88236ebd6267ab6df3\" title=\"\" tg-width=\"871\" tg-height=\"318\"/></p><ul style=\"\"><li><p>再鼎医药盘前大涨近12%，H股今日收涨超5%。消息面上，再鼎医药申报的马吉妥昔单抗注射液已在中国获批上市，本次获批的适应症为用于转移性HER2阳性乳腺癌患者三线及以上治疗。此外，港交所资料显示，小摩于8月29日增持再鼎医药H股98.3479万股，总金额约为1783.15万港元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/077a9a804a1742bce663dc11bd7ef215\" title=\"\" tg-width=\"450\" tg-height=\"128\"/></p><ul style=\"\"><li><p>名创优品盘前涨超8%。日前公布的2023财年整体业绩表现再创新高，营收及盈利双双取得历史性突破。另外，第四财季营收32.5亿元创下历史新高。</p><p></p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b192e14e55261af07125eea8177fe8e\" title=\"\" tg-width=\"450\" tg-height=\"133\"/></p><ul style=\"\"><li><p>携程网盘前跌近4%。携程二季度净营业收入为112亿元，同比增长180%。二季度归属公司股东净利润6.31亿元，同比大增814.49%。但较一季度的34亿元大幅减少逾81%。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1caa13befef2026dcb3582da3d05c6fc\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><ul style=\"\"><li><p>热门中概股盘前普跌。截至发稿，理想汽车跌超4%，贝壳跌超3%，哔哩哔哩2.89%，阿里巴巴、京东、拼多多跌超1%，蔚来跌0.91%，小鹏汽车跌0.11%。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/446be267f7985be73050a10af713e8e2\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><ul style=\"\"><li><p>黑石、爱彼迎盘前上涨。消息面上，标准普尔道琼斯指数公司宣布，黑石和爱彼迎将加入标准普尔500指数，取代林肯国民公司和纽威品牌公司，变动将于9月18日交易开始前生效。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f30f525e0372bc04ad017e4d7b038db\" title=\"\" tg-width=\"450\" tg-height=\"128\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f777fccc9cf2127b605998921751471\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><ul style=\"\"><li><p>越南电动汽车制造商VinFast盘前跌近8%，此前已连跌四个交易日，累计下跌超64%。VinFast首席执行官黎氏秋水日前表示，对公司在纳斯达克上市后的股价波动并不担忧，称其相信VinFast的潜力，尤其是考虑到东南亚电动汽车生态系统正在迅速扩张。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94707d514394a5d5375ca6f211bbc635\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"ZLAB":"再鼎医药","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195776321","content_text":"9月5日周二，美股三大指数期货在盘前时段集体走低。美国劳工部上周五(9月1日)表示，随着越来越多的美国人加入劳动力队伍，失业率从7月份的3.5%上升至3.8%。再鼎医药盘前大涨近12%，H股今日收涨超5%。消息面上，再鼎医药申报的马吉妥昔单抗注射液已在中国获批上市，本次获批的适应症为用于转移性HER2阳性乳腺癌患者三线及以上治疗。此外，港交所资料显示，小摩于8月29日增持再鼎医药H股98.3479万股，总金额约为1783.15万港元。名创优品盘前涨超8%。日前公布的2023财年整体业绩表现再创新高，营收及盈利双双取得历史性突破。另外，第四财季营收32.5亿元创下历史新高。携程网盘前跌近4%。携程二季度净营业收入为112亿元，同比增长180%。二季度归属公司股东净利润6.31亿元，同比大增814.49%。但较一季度的34亿元大幅减少逾81%。热门中概股盘前普跌。截至发稿，理想汽车跌超4%，贝壳跌超3%，哔哩哔哩2.89%，阿里巴巴、京东、拼多多跌超1%，蔚来跌0.91%，小鹏汽车跌0.11%。黑石、爱彼迎盘前上涨。消息面上，标准普尔道琼斯指数公司宣布，黑石和爱彼迎将加入标准普尔500指数，取代林肯国民公司和纽威品牌公司，变动将于9月18日交易开始前生效。越南电动汽车制造商VinFast盘前跌近8%，此前已连跌四个交易日，累计下跌超64%。VinFast首席执行官黎氏秋水日前表示，对公司在纳斯达克上市后的股价波动并不担忧，称其相信VinFast的潜力，尤其是考虑到东南亚电动汽车生态系统正在迅速扩张。","news_type":1,"symbols_score_info":{"LI":1.1,"ZLAB":1.1}},"isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947027408,"gmtCreate":1682389872205,"gmtModify":1682389876940,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947027408","repostId":"1175829315","repostType":2,"repost":{"id":"1175829315","kind":"news","pubTimestamp":1682329507,"share":"https://ttm.financial/m/news/1175829315?lang=&edition=fundamental","pubTime":"2023-04-24 17:45","market":"sg","language":"en","title":"DBS Downgrades OCBC and UOB to \"Hold\" As It Sees \"Limited Catalysts for Now\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1175829315","media":"The Edge Singapore","summary":"DBS Group Research analyst Lim Rui Wen has downgraded both Oversea-Chinese Banking Corporation (OCBC","content":"<html><head></head><body><p>DBS Group Research analyst Lim Rui Wen has downgraded both Oversea-Chinese Banking Corporation (OCBC) and United Overseas Bank (UOB) to “hold” as she sees limited catalysts for both banks for now.</p><p style=\"text-align: start;\">Lim has also lowered her target price estimates. OCBC’s target price is now at $13 from $14 previously while UOB’s target price is at $30.30, down from $34.20 previously.</p><p style=\"text-align: start;\"><strong>Higher downside risks for Singapore banking sector overall</strong></p><p style=\"text-align: start;\">In an overall report on the Singapore banking sector dated April 20, Lim notes several higher downside risks ahead such as limited upside for net interest margins (NIMs).</p><p style=\"text-align: start;\">“As [the] US Federal Reserve (US Fed) comes close to a peak in this interest rate cycle, we believe there are limited upside for NIMs going forward for Singapore banks, especially as pressures from funding costs continue,” she writes.</p><p style=\"text-align: start;\">Economists from DBS Group Research expect the US Fed to hike rates once more during the 2Q2023 to 5.25%, which is the terminal rate for the current rate hike cycle.</p><p>The analyst also sees increasing downside risks from potential rate cuts in FY2023 should a recession force the Fed to cut rates.</p><p style=\"text-align: start;\">“Singapore Banks have seen strong q-o-q NIM expansion since 1QFY2022, with 4QFY2022 NIMs hitting a decade high as interest rates soared. However, stronger deposit pressures seen during 1QFY2023 will likely lead to an even more muted q-o-q NIM expansion ahead, and possibly deterioration across the banks,” she says.</p><p style=\"text-align: start;\">Amid a more uncertain macroeconomic environment, the analyst sees loan growth and recovery in non-interest income may be “weaker than hoped for”.</p><p>“Industry loan growth continues to be weak as system loans contracted by -1.1% year-to-date (ytd) as of end-February,” she writes.</p><p style=\"text-align: start;\">“We expect Singapore banks to see muted loan growth of 0% to 1% q-o-q during 1QFY2023. While the banks have largely seen an improvement in wealth management activities during January and February 2023, March 2023 saw volatile and risk-off markets as Silicon Valley Bank and Credit Suisse troubles hit the markets,” she adds.</p><p style=\"text-align: start;\">In addition, Lim believes that market activities are unlikely to rebound back to its FY2021 levels in the near future, in part due to the increasing global economic uncertainties.</p><p style=\"text-align: start;\">Furthermore, asset quality risks continue to be on the rise through FY2023 as recession risks become more imminent and geopolitical tensions continue to increase alongside an inflationary environment.</p><p style=\"text-align: start;\">As it is, Singapore’s economy has already begun to see a sharper-than-expected slowdown during the 1Q2023 alongside US banks, which are increasingly starting to price a recession in the 2H2023 in their outlook.</p><p style=\"text-align: start;\">“We believe there is further downside from higher specific provisions as the economy starts to slow, though banks may reverse some general provisions to buffer credit costs,” says Lim.</p><p style=\"text-align: start;\">That said, all three banks began the current cycle with strong provisions buffers and now have non-performing asset (NPA) coverage ratios of 98% to 122%. “[This is] a key support to valuations in our view which limits downside.”</p><p>“As Fed comes close to a peak in this cycle with potential rate cuts looming in 2HFY2024, with limited NIM upside, a more muted loan growth and non-interest income on the cards, amidst increasing asset quality risks, we cut FY2023-FY2024 earnings by 3%-4% for the banks,” says Lim.</p><p style=\"text-align: start;\">“We believe Singapore banks’ strong provisions buffer, strong dividend yield of [over] 5% and excess capital (room for dividend upside) will limit downside in the near term, lest a global recession or banking crisis happen,” she adds.</p><p style=\"text-align: start;\"><strong>‘Hold’ for OCBC and UOB</strong></p><p style=\"text-align: start;\">In a separate report for OCBC also dated April 20, the analyst feels OCBC’s earnings may have peaked after the bank benefitted “significantly” from the enhancement of its franchise value after it acquired Wing Hang Bank in 2014.</p><p style=\"text-align: start;\">“[This is] given that Greater China continues to be management’s focus as a key market outside Singapore, contributing close to 15% of the group’s income in FY2022,” she says.</p><p style=\"text-align: start;\">“The bank aims to capture rising Asian wealth and support increasing Mainland China-Hong Kong and Asean-Greater China flows to deepen its regional presence and drive sustainable growth,” she adds.</p><p style=\"text-align: start;\">As the Fed rate comes close to its peak in this cycle, Lim sees limited upside for OCBC’s NIMs especially as pressure from funding costs continues to grow.</p><p style=\"text-align: start;\">“While OCBC’s 4QFY2022 NIM improved 25 basis points (bps) q-o-q to 2.31%, management has guided for FY2023 NIM of [around] 2.0% - 2.1%.</p><p style=\"text-align: start;\">“OCBC is likely to see muted loan growth in 1QFY2023, having seen a 3% q-o-q decline during 4QFY2022. With wealth management and card fees seeing a rebound in January and February 2023, this is likely to be partially offset by Great Eastern Holdings’ (GEH) performance,” says Lim.</p><p style=\"text-align: start;\">“Recall that 4QFY2022 saw unrealised losses at GEH due to the yield curve inversion, which was still the case as of end-March. While asset quality remains benign in 1QFY2023, we believe management will top up general provisions as it guides for a more normalized credit costs of 20 bps - 25bps in FY2023 in a more uncertain environment,” she adds.</p><p style=\"text-align: start;\">Lim has lowered her earnings estimates for OCBC by 3% to 4% for FY2023 to FY2024, which she recognises as being lower than the consensus. The lowered earnings come after she cuts her NIM estimates for FY2023 and FY2024.</p><p style=\"text-align: start;\">“Our target price represents [around 1x FY2024, below -0.5 standard deviation (s.d.) of OCBC’s 12-year forward P/BV multiple, which we believe is a fair valuation, as we see limited catalysts ahead for OCBC’s share price, given more downside risks arising from NIM, loan growth, a more uncertain macroeconomic environment for non-interest income growth, as well as rising asset quality risks,” she says.</p><p style=\"text-align: start;\">“We believe the downside to OCBC’s share price will be supported by its strong provisions buffer of 114% and potential excess capital of [over] $5 billion during FY2023. We believe the downside to OCBC’s share price will be supported by its strong provisions buffer of 114%,” she adds.</p><p style=\"text-align: start;\">Lim also sees limited upside for UOB’s NIMs as the Fed rate cycle nears its peak with pressure from funding costs.</p><p style=\"text-align: start;\">UOB’s offering of higher fixed deposit interest rates on top of higher interest rates for its flagship current account savings accounts (CASA) compared to its peers in 2HFY2022 will weigh on its upcoming NIMs during the 1QFY2023, notes Lim.</p><p style=\"text-align: start;\">“[This is] as an increase in the cost of deposits offsets an increase in asset yields. While we anticipate a stronger q-o-q improvement in fee income from wealth and card fees and stronger treasury and investment income q-o-q, we believe there are still downside risks to management’s guidance for double-digit fee income growth through FY2023 in a more uncertain macroeconomic environment,” she writes.</p><p style=\"text-align: start;\">“While asset quality remains benign in 1QFY2023, we believe management will top up general provisions as it guides for a more normalized credit costs of 20 bps - 25bps in FY2023 in a more uncertain environment,” she adds.</p><p style=\"text-align: start;\">That said, UOB’s acquisition of Citi’s consumer businesses in Indonesia, Malaysia, Thailand, and Vietnam will allow the bank to accelerate, scale up, and deepen its Asean franchise.</p><p style=\"text-align: start;\">Her new target price for UOB represents around 1x FY2024, near -0.5 s.d. of UOB’s 12-year forward P/BV multiple.</p><p style=\"text-align: start;\">In her report, Lim believes this is a “fair valuation, as we see limited catalysts ahead for UOB’s share price, given more downside risks arising from NIM, loan growth, a more uncertain macroeconomic environment for non-interest income growth, as well as rising asset quality risks.”</p><p style=\"text-align: start;\">“We believe the downside to UOB’s share price will be supported by its strong provisions buffer of 98%,” she says.</p><p style=\"text-align: start;\">UOB and OCBC will be releasing their 1QFY2023 results on April 27 and May 10 respectively. DBS will release its results on May 2.</p><p style=\"text-align: start;\">Shares in OCBC and UOB closed at $12.82 and $29.58 respectively.</p></body></html>","source":"lsy1655096814160","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>DBS Downgrades OCBC and UOB to \"Hold\" As It Sees \"Limited Catalysts for Now\"</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\">\nDBS Downgrades OCBC and UOB to \"Hold\" As It Sees \"Limited Catalysts for Now\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 17:45 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/dbs-downgrades-ocbc-and-uob-hold-it-sees-limited-catalysts-now><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DBS Group Research analyst Lim Rui Wen has downgraded both Oversea-Chinese Banking Corporation (OCBC) and United Overseas Bank (UOB) to “hold” as she sees limited catalysts for both banks for now.Lim ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/dbs-downgrades-ocbc-and-uob-hold-it-sees-limited-catalysts-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","O39.SI":"华侨银行"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/dbs-downgrades-ocbc-and-uob-hold-it-sees-limited-catalysts-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175829315","content_text":"DBS Group Research analyst Lim Rui Wen has downgraded both Oversea-Chinese Banking Corporation (OCBC) and United Overseas Bank (UOB) to “hold” as she sees limited catalysts for both banks for now.Lim has also lowered her target price estimates. OCBC’s target price is now at $13 from $14 previously while UOB’s target price is at $30.30, down from $34.20 previously.Higher downside risks for Singapore banking sector overallIn an overall report on the Singapore banking sector dated April 20, Lim notes several higher downside risks ahead such as limited upside for net interest margins (NIMs).“As [the] US Federal Reserve (US Fed) comes close to a peak in this interest rate cycle, we believe there are limited upside for NIMs going forward for Singapore banks, especially as pressures from funding costs continue,” she writes.Economists from DBS Group Research expect the US Fed to hike rates once more during the 2Q2023 to 5.25%, which is the terminal rate for the current rate hike cycle.The analyst also sees increasing downside risks from potential rate cuts in FY2023 should a recession force the Fed to cut rates.“Singapore Banks have seen strong q-o-q NIM expansion since 1QFY2022, with 4QFY2022 NIMs hitting a decade high as interest rates soared. However, stronger deposit pressures seen during 1QFY2023 will likely lead to an even more muted q-o-q NIM expansion ahead, and possibly deterioration across the banks,” she says.Amid a more uncertain macroeconomic environment, the analyst sees loan growth and recovery in non-interest income may be “weaker than hoped for”.“Industry loan growth continues to be weak as system loans contracted by -1.1% year-to-date (ytd) as of end-February,” she writes.“We expect Singapore banks to see muted loan growth of 0% to 1% q-o-q during 1QFY2023. While the banks have largely seen an improvement in wealth management activities during January and February 2023, March 2023 saw volatile and risk-off markets as Silicon Valley Bank and Credit Suisse troubles hit the markets,” she adds.In addition, Lim believes that market activities are unlikely to rebound back to its FY2021 levels in the near future, in part due to the increasing global economic uncertainties.Furthermore, asset quality risks continue to be on the rise through FY2023 as recession risks become more imminent and geopolitical tensions continue to increase alongside an inflationary environment.As it is, Singapore’s economy has already begun to see a sharper-than-expected slowdown during the 1Q2023 alongside US banks, which are increasingly starting to price a recession in the 2H2023 in their outlook.“We believe there is further downside from higher specific provisions as the economy starts to slow, though banks may reverse some general provisions to buffer credit costs,” says Lim.That said, all three banks began the current cycle with strong provisions buffers and now have non-performing asset (NPA) coverage ratios of 98% to 122%. “[This is] a key support to valuations in our view which limits downside.”“As Fed comes close to a peak in this cycle with potential rate cuts looming in 2HFY2024, with limited NIM upside, a more muted loan growth and non-interest income on the cards, amidst increasing asset quality risks, we cut FY2023-FY2024 earnings by 3%-4% for the banks,” says Lim.“We believe Singapore banks’ strong provisions buffer, strong dividend yield of [over] 5% and excess capital (room for dividend upside) will limit downside in the near term, lest a global recession or banking crisis happen,” she adds.‘Hold’ for OCBC and UOBIn a separate report for OCBC also dated April 20, the analyst feels OCBC’s earnings may have peaked after the bank benefitted “significantly” from the enhancement of its franchise value after it acquired Wing Hang Bank in 2014.“[This is] given that Greater China continues to be management’s focus as a key market outside Singapore, contributing close to 15% of the group’s income in FY2022,” she says.“The bank aims to capture rising Asian wealth and support increasing Mainland China-Hong Kong and Asean-Greater China flows to deepen its regional presence and drive sustainable growth,” she adds.As the Fed rate comes close to its peak in this cycle, Lim sees limited upside for OCBC’s NIMs especially as pressure from funding costs continues to grow.“While OCBC’s 4QFY2022 NIM improved 25 basis points (bps) q-o-q to 2.31%, management has guided for FY2023 NIM of [around] 2.0% - 2.1%.“OCBC is likely to see muted loan growth in 1QFY2023, having seen a 3% q-o-q decline during 4QFY2022. With wealth management and card fees seeing a rebound in January and February 2023, this is likely to be partially offset by Great Eastern Holdings’ (GEH) performance,” says Lim.“Recall that 4QFY2022 saw unrealised losses at GEH due to the yield curve inversion, which was still the case as of end-March. While asset quality remains benign in 1QFY2023, we believe management will top up general provisions as it guides for a more normalized credit costs of 20 bps - 25bps in FY2023 in a more uncertain environment,” she adds.Lim has lowered her earnings estimates for OCBC by 3% to 4% for FY2023 to FY2024, which she recognises as being lower than the consensus. The lowered earnings come after she cuts her NIM estimates for FY2023 and FY2024.“Our target price represents [around 1x FY2024, below -0.5 standard deviation (s.d.) of OCBC’s 12-year forward P/BV multiple, which we believe is a fair valuation, as we see limited catalysts ahead for OCBC’s share price, given more downside risks arising from NIM, loan growth, a more uncertain macroeconomic environment for non-interest income growth, as well as rising asset quality risks,” she says.“We believe the downside to OCBC’s share price will be supported by its strong provisions buffer of 114% and potential excess capital of [over] $5 billion during FY2023. We believe the downside to OCBC’s share price will be supported by its strong provisions buffer of 114%,” she adds.Lim also sees limited upside for UOB’s NIMs as the Fed rate cycle nears its peak with pressure from funding costs.UOB’s offering of higher fixed deposit interest rates on top of higher interest rates for its flagship current account savings accounts (CASA) compared to its peers in 2HFY2022 will weigh on its upcoming NIMs during the 1QFY2023, notes Lim.“[This is] as an increase in the cost of deposits offsets an increase in asset yields. While we anticipate a stronger q-o-q improvement in fee income from wealth and card fees and stronger treasury and investment income q-o-q, we believe there are still downside risks to management’s guidance for double-digit fee income growth through FY2023 in a more uncertain macroeconomic environment,” she writes.“While asset quality remains benign in 1QFY2023, we believe management will top up general provisions as it guides for a more normalized credit costs of 20 bps - 25bps in FY2023 in a more uncertain environment,” she adds.That said, UOB’s acquisition of Citi’s consumer businesses in Indonesia, Malaysia, Thailand, and Vietnam will allow the bank to accelerate, scale up, and deepen its Asean franchise.Her new target price for UOB represents around 1x FY2024, near -0.5 s.d. of UOB’s 12-year forward P/BV multiple.In her report, Lim believes this is a “fair valuation, as we see limited catalysts ahead for UOB’s share price, given more downside risks arising from NIM, loan growth, a more uncertain macroeconomic environment for non-interest income growth, as well as rising asset quality risks.”“We believe the downside to UOB’s share price will be supported by its strong provisions buffer of 98%,” she says.UOB and OCBC will be releasing their 1QFY2023 results on April 27 and May 10 respectively. DBS will release its results on May 2.Shares in OCBC and UOB closed at $12.82 and $29.58 respectively.","news_type":1,"symbols_score_info":{"U11.SI":0.9,"O39.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944518029,"gmtCreate":1681912768761,"gmtModify":1681912773182,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944518029","repostId":"1142957366","repostType":2,"repost":{"id":"1142957366","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":1681911035,"share":"https://ttm.financial/m/news/1142957366?lang=&edition=fundamental","pubTime":"2023-04-19 21:30","market":"us","language":"zh","title":"开盘 | 美股三大指数集体低开，阿莱恩斯西部银行涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142957366","media":"老虎资讯综合","summary":"4月19日，美股三大指数集体低开，道指跌0.36%，纳指跌0.74%，标普500指数跌0.47%。摩根士丹利跌超3%，Q1净利润同比下滑近20%，Q1总存款为3475.2亿美元，低于市场预期。阿斯麦跌","content":"<html><head></head><body><p>4月19日，美股三大指数集体低开，道指跌0.36%，纳指跌0.74%，标普500指数跌0.47%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8098d21c1981423d0f3cca989675c419\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>跌超3%，Q1净利润同比下滑近20%，Q1总存款为3475.2亿美元，低于市场预期。</p><p><a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>跌近3%，Q1净预订额38亿欧元，环比减少约40.6%。</p><p>区块链概念股普跌，Marathon Digital、Riot Blockchain跌超6%，Coinbase跌超4%。</p><p>新能源车股集体下跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超3%。</p><p><a href=\"https://laohu8.com/S/WAL\">阿莱恩斯西部银行</a>涨20%，自3月31日至4月14日，存款增加20亿美元，受保险存款总额占存款总额的73%。</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>开盘 | 美股三大指数集体低开，阿莱恩斯西部银行涨20%</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{ 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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开盘 | 美股三大指数集体低开，阿莱恩斯西部银行涨20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-19 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月19日，美股三大指数集体低开，道指跌0.36%，纳指跌0.74%，标普500指数跌0.47%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8098d21c1981423d0f3cca989675c419\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>跌超3%，Q1净利润同比下滑近20%，Q1总存款为3475.2亿美元，低于市场预期。</p><p><a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>跌近3%，Q1净预订额38亿欧元，环比减少约40.6%。</p><p>区块链概念股普跌，Marathon Digital、Riot Blockchain跌超6%，Coinbase跌超4%。</p><p>新能源车股集体下跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超3%。</p><p><a href=\"https://laohu8.com/S/WAL\">阿莱恩斯西部银行</a>涨20%，自3月31日至4月14日，存款增加20亿美元，受保险存款总额占存款总额的73%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"BK4589":"SVB概念","WAL":"阿莱恩斯西部银行","BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142957366","content_text":"4月19日，美股三大指数集体低开，道指跌0.36%，纳指跌0.74%，标普500指数跌0.47%。摩根士丹利跌超3%，Q1净利润同比下滑近20%，Q1总存款为3475.2亿美元，低于市场预期。阿斯麦跌近3%，Q1净预订额38亿欧元，环比减少约40.6%。区块链概念股普跌，Marathon Digital、Riot Blockchain跌超6%，Coinbase跌超4%。新能源车股集体下跌，小鹏汽车跌超7%，理想汽车跌近4%，特斯拉、蔚来跌超3%。阿莱恩斯西部银行涨20%，自3月31日至4月14日，存款增加20亿美元，受保险存款总额占存款总额的73%。","news_type":1,"symbols_score_info":{"WAL":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945832437,"gmtCreate":1681425549429,"gmtModify":1681425551876,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945832437","repostId":"2327422131","repostType":2,"repost":{"id":"2327422131","kind":"highlight","pubTimestamp":1681388403,"share":"https://ttm.financial/m/news/2327422131?lang=&edition=fundamental","pubTime":"2023-04-13 20:20","market":"us","language":"zh","title":"CPI报告吹响终场哨声！美联储要赢了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2327422131","media":"金十数据","summary":"最新公布的CPI报告对于美联储和美国人的钱包来说，无疑是个好消息，更重要的是，这还释放出一个重要信号……","content":"<html><head></head><body><blockquote>最新公布的CPI报告对于美联储和美国人的钱包来说，无疑是个好消息，更重要的是，这还释放出一个重要信号……</blockquote><p>对美联储和美国人的钱包来说，情况看起来正在好转。</p><p>周三，美国劳工统计局的最新报告显示<strong>，CPI衡量的通胀率下降了整整一个百分点</strong>。作为衡量通胀的指标之一，CPI年率从2月份的6.0%暴跌至3月份的5.0%，这是自2021年5月以来的最低水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f4a22ef1c92ac98482b9f1298cb957\" tg-width=\"1104\" tg-height=\"841\"/></p><p>对美联储来说这是个好消息，因为它正在继续努力让通胀回到2%的目标水平。<strong>尽管美国要实现这一目标还有很长的路要走，但最新的经济数据显示，美联储的持续加息正在发挥作用，美联储正赢得通胀战争。</strong></p><p>PCE（个人消费支出）价格指数是美联储密切关注的另一个通胀指标，<strong>该指标也显示出令人鼓舞的迹象</strong>。与1月份相比，该指数2月份的环比增速较低，同比增速也显示出，这一通胀指标在很大程度上一直在下降。</p><p>美联储也一直在寻找劳动力市场收紧的迹象，它可能也看到了。美国3月份新增就业岗位23.6万个，增幅低于前几个月，<strong>就业市场增速放缓至依然强劲但未过热的水平，正是美联储一直在寻求的结果。</strong></p><p>Indeed Hiring Lab北美地区经济研究主管邦克（Nick Bunker）表示：</p><blockquote>“即使增长放缓，劳动力市场仍在快速发展。”</blockquote><p><strong>很明显，美国经济正在朝着正确的方向前进</strong>，尽管美联储主席鲍威尔因其持续加息以及此举可能引发失业和最终的经济衰退而面临民主党议员的批评。例如在美联储3月加息后，参议员沃伦（Elizabeth Warren）公开表示：</p><blockquote>“鲍威尔犯了一个错误，他没有暂停其极端的加息。几个月来，我一直警告说，美联储目前的做法可能会让数百万美国人失去工作。我们有很多工具来对抗通胀，同时又不会把经济推下悬崖。”</blockquote><p>但鲍威尔在今年3月的新闻发布会上表示，在实现降低通胀目标方面他不会退缩，他声称：</p><blockquote>“因为我们知道，从长远来看，这是最有利于人民的事情。”</blockquote><p>尽管美联储今年不打算降息，但<strong>最新的经济数据暗示美联储可能即将暂停加息。</strong>芝加哥联储主席古尔斯比周二在芝加哥经济俱乐部表示，在硅谷银行倒闭带来的“金融压力”之后，“正确的货币政策需要谨慎和耐心”。他表示：</p><blockquote>“鉴于这些金融逆风走向的不确定性很大，我认为我们需要保持谨慎。我们应该收集进一步的数据，并且在我们看到逆风在降低通胀方面起到多大帮助之前，对过于激进的加息应持谨慎态度。”</blockquote><p>硅谷银行的崩溃加剧了对暂停加息的呼吁，因为这一崩溃引发了经济的不确定性。虽然鲍威尔声称银行体系“稳健而有弹性”，但崩溃的后果可能是“相当于加息，甚至可能还不止于此”，因为企业和家庭的信贷条件可能会收紧。</p><p>可以肯定的是，<strong>虽然3月份整体CPI走低是好消息，但房价和公寓租金仍在高速上涨</strong>。与此同时，3月份剔除食品和能源的核心CPI同比涨幅略高于2月份，这在很大程度上是受住房价格上涨的推动。</p><p>不确定性仍存在。硅谷银行的倒闭可能会使金融状况变得更加严峻，企业和消费者的借贷和支出可能减缓，但过高的核心通胀可能会迫使美联储继续加息，<strong>这意味着经济衰退的可能性依然存在</strong>。</p><p>不过，美联储仍在寻找支持潜在暂停加息所需的数据，因此，<strong>看起来美国更有可能避免严重的经济衰退</strong>。</p></body></html>","source":"xnew_highlight","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>CPI报告吹响终场哨声！美联储要赢了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCPI报告吹响终场哨声！美联储要赢了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 20:20 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=110312&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新公布的CPI报告对于美联储和美国人的钱包来说，无疑是个好消息，更重要的是，这还释放出一个重要信号……对美联储和美国人的钱包来说，情况看起来正在好转。周三，美国劳工统计局的最新报告显示，CPI衡量的通胀率下降了整整一个百分点。作为衡量通胀的指标之一，CPI年率从2月份的6.0%暴跌至3月份的5.0%，这是自2021年5月以来的最低水平。对美联储来说这是个好消息，因为它正在继续努力让通胀回到2%的...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=110312&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d87d9a839d3b8f535281b72db3c3cfd0","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","IVV":"标普500ETF-iShares","CPI":"IQ Real Return ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","SPY":"标普500ETF","BK4588":"碎股","BK4550":"红杉资本持仓","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=110312&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327422131","content_text":"最新公布的CPI报告对于美联储和美国人的钱包来说，无疑是个好消息，更重要的是，这还释放出一个重要信号……对美联储和美国人的钱包来说，情况看起来正在好转。周三，美国劳工统计局的最新报告显示，CPI衡量的通胀率下降了整整一个百分点。作为衡量通胀的指标之一，CPI年率从2月份的6.0%暴跌至3月份的5.0%，这是自2021年5月以来的最低水平。对美联储来说这是个好消息，因为它正在继续努力让通胀回到2%的目标水平。尽管美国要实现这一目标还有很长的路要走，但最新的经济数据显示，美联储的持续加息正在发挥作用，美联储正赢得通胀战争。PCE（个人消费支出）价格指数是美联储密切关注的另一个通胀指标，该指标也显示出令人鼓舞的迹象。与1月份相比，该指数2月份的环比增速较低，同比增速也显示出，这一通胀指标在很大程度上一直在下降。美联储也一直在寻找劳动力市场收紧的迹象，它可能也看到了。美国3月份新增就业岗位23.6万个，增幅低于前几个月，就业市场增速放缓至依然强劲但未过热的水平，正是美联储一直在寻求的结果。Indeed Hiring Lab北美地区经济研究主管邦克（Nick Bunker）表示：“即使增长放缓，劳动力市场仍在快速发展。”很明显，美国经济正在朝着正确的方向前进，尽管美联储主席鲍威尔因其持续加息以及此举可能引发失业和最终的经济衰退而面临民主党议员的批评。例如在美联储3月加息后，参议员沃伦（Elizabeth Warren）公开表示：“鲍威尔犯了一个错误，他没有暂停其极端的加息。几个月来，我一直警告说，美联储目前的做法可能会让数百万美国人失去工作。我们有很多工具来对抗通胀，同时又不会把经济推下悬崖。”但鲍威尔在今年3月的新闻发布会上表示，在实现降低通胀目标方面他不会退缩，他声称：“因为我们知道，从长远来看，这是最有利于人民的事情。”尽管美联储今年不打算降息，但最新的经济数据暗示美联储可能即将暂停加息。芝加哥联储主席古尔斯比周二在芝加哥经济俱乐部表示，在硅谷银行倒闭带来的“金融压力”之后，“正确的货币政策需要谨慎和耐心”。他表示：“鉴于这些金融逆风走向的不确定性很大，我认为我们需要保持谨慎。我们应该收集进一步的数据，并且在我们看到逆风在降低通胀方面起到多大帮助之前，对过于激进的加息应持谨慎态度。”硅谷银行的崩溃加剧了对暂停加息的呼吁，因为这一崩溃引发了经济的不确定性。虽然鲍威尔声称银行体系“稳健而有弹性”，但崩溃的后果可能是“相当于加息，甚至可能还不止于此”，因为企业和家庭的信贷条件可能会收紧。可以肯定的是，虽然3月份整体CPI走低是好消息，但房价和公寓租金仍在高速上涨。与此同时，3月份剔除食品和能源的核心CPI同比涨幅略高于2月份，这在很大程度上是受住房价格上涨的推动。不确定性仍存在。硅谷银行的倒闭可能会使金融状况变得更加严峻，企业和消费者的借贷和支出可能减缓，但过高的核心通胀可能会迫使美联储继续加息，这意味着经济衰退的可能性依然存在。不过，美联储仍在寻找支持潜在暂停加息所需的数据，因此，看起来美国更有可能避免严重的经济衰退。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SDS":0.6,"IVV":0.6,"SQQQ":0.6,".SPX":0.6,"NQmain":0.6,"PSQ":0.6,"DDM":0.6,"OEF":0.6,"MNQmain":0.6,"UDOW":0.6,"DXD":0.6,"SH":0.6,".IXIC":1,"SPY":1,".DJI":1,"CPI":1,"QQQ":0.6,"SSO":0.6,"DOG":0.6,"UPRO":0.6,"QLD":0.6,"SDOW":0.6,"SPXU":0.6,"OEX":0.6,"TQQQ":0.6,"DJX":0.6,"QID":0.6,"ESmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942645516,"gmtCreate":1681221043535,"gmtModify":1681221048475,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942645516","repostId":"1166375973","repostType":2,"repost":{"id":"1166375973","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":1681215320,"share":"https://ttm.financial/m/news/1166375973?lang=&edition=fundamental","pubTime":"2023-04-11 20:15","market":"us","language":"zh","title":"盘前 | 市场交投情绪谨慎！美股指期货弱势震荡","url":"https://stock-news.laohu8.com/highlight/detail?id=1166375973","media":"老虎资讯综合","summary":"4月11日，美股指期货走低，截止发稿，道指期货跌0.04%，纳指期货跌0.14%，标普500指数期货跌0.02%。悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高根据美国商品期货交易委员会的数据","content":"<html><head></head><body><p>4月11日，美股指期货走低，截止发稿，道指期货跌0.04%，纳指期货跌0.14%，标普500指数期货跌0.02%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98e0f5f9547a21f822d2665c2aa78aa7\" title=\"\" tg-width=\"401\" tg-height=\"207\"/></p><strong><a href=\"https://laohu8.com/NW/1177304049\" title=\"悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高\" target=\"_blank\" class=\"\">悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高</a></strong><p></p><p>根据美国商品期货交易委员会的数据，截至4月11日周二，以对冲基金为主的大型投机者，在标普500指数电子迷你期货中的净空头头寸增加至约 321000 份合约。这是自2011年11月美国主权信用评级下调以来最悲观的数据。</p><p>但媒体分析称，或许与去年10月的情况类似，谨慎情绪可能会再次为市场反弹奠定基础，也就是说：几乎每个人都在为2023年股市将创下新低做准备时，标普500指数反而会上涨。如果经济数据好于预期，将迫使卖空者回补头寸。 </p><p><strong>盘前行情</strong></p><p>美股区块链概念股盘前普涨，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStratey</a>涨超3%，<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%；消息面，比特币价格突破3万美元，年内涨幅超70%；</p><p>热门中概股盘前部分走强，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/LU\">陆金所</a>盘前涨超4%，公司已申请以介绍方式于港交所上市，预期将于4月14日开始交易。</p><p><a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>盘前跌超22%，公司将于4月13日起暂停股票交易；</p><p><a href=\"https://laohu8.com/S/TLRY\">Tilray</a>盘前跌超6%，公司2023财年第三季度收入低于预期；</p><p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a>盘前跌超5%，消息面上，Moderna额外的流感候选疫苗推出时间延迟；</p><p><a href=\"https://laohu8.com/S/KMX\">车美仕</a>盘前涨超6%，2023年Q4每股收益0.44美元，远超市场预期。</p><p><strong>欧洲市场</strong></p><p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.35%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.25%，法国CAC40涨0.82%。</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb2da63c93c15644d91417a797542c6d\" title=\"\" tg-width=\"822\" tg-height=\"289\"/></p><strong>原油</strong><p></p><p>原油期货震荡走低，截止发稿，WTI原油跌0.2%，报79.58美元/桶；布伦特原油跌0.29%，报83.94美元/桶。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0200a973b5eb1346e71713c9f477b6d\" title=\"\" tg-width=\"870\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a798828e72b23d6682dbb0c6b00c707\" title=\"\" tg-width=\"870\" tg-height=\"833\"/></p><strong>黄金</strong><p></p><p>黄金期货日内走高，截止发稿，涨0.6%，报2015.8美元/盎司。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef97a3f54e0c1a7ce8821d7448545153\" title=\"\" tg-width=\"870\" tg-height=\"833\"/></p><p></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>盘前 | 市场交投情绪谨慎！美股指期货弱势震荡</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盘前 | 市场交投情绪谨慎！美股指期货弱势震荡\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-11 20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月11日，美股指期货走低，截止发稿，道指期货跌0.04%，纳指期货跌0.14%，标普500指数期货跌0.02%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98e0f5f9547a21f822d2665c2aa78aa7\" title=\"\" tg-width=\"401\" tg-height=\"207\"/></p><strong><a href=\"https://laohu8.com/NW/1177304049\" title=\"悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高\" target=\"_blank\" class=\"\">悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高</a></strong><p></p><p>根据美国商品期货交易委员会的数据，截至4月11日周二，以对冲基金为主的大型投机者，在标普500指数电子迷你期货中的净空头头寸增加至约 321000 份合约。这是自2011年11月美国主权信用评级下调以来最悲观的数据。</p><p>但媒体分析称，或许与去年10月的情况类似，谨慎情绪可能会再次为市场反弹奠定基础，也就是说：几乎每个人都在为2023年股市将创下新低做准备时，标普500指数反而会上涨。如果经济数据好于预期，将迫使卖空者回补头寸。 </p><p><strong>盘前行情</strong></p><p>美股区块链概念股盘前普涨，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/MSTR\">MicroStratey</a>涨超3%，<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>、<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨超2%；消息面，比特币价格突破3万美元，年内涨幅超70%；</p><p>热门中概股盘前部分走强，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超3%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超2%；</p><p><a href=\"https://laohu8.com/S/LU\">陆金所</a>盘前涨超4%，公司已申请以介绍方式于港交所上市，预期将于4月14日开始交易。</p><p><a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>盘前跌超22%，公司将于4月13日起暂停股票交易；</p><p><a href=\"https://laohu8.com/S/TLRY\">Tilray</a>盘前跌超6%，公司2023财年第三季度收入低于预期；</p><p><a href=\"https://laohu8.com/S/MRNA\">Moderna</a>盘前跌超5%，消息面上，Moderna额外的流感候选疫苗推出时间延迟；</p><p><a href=\"https://laohu8.com/S/KMX\">车美仕</a>盘前涨超6%，2023年Q4每股收益0.44美元，远超市场预期。</p><p><strong>欧洲市场</strong></p><p>欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.35%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.25%，法国CAC40涨0.82%。</p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb2da63c93c15644d91417a797542c6d\" title=\"\" tg-width=\"822\" tg-height=\"289\"/></p><strong>原油</strong><p></p><p>原油期货震荡走低，截止发稿，WTI原油跌0.2%，报79.58美元/桶；布伦特原油跌0.29%，报83.94美元/桶。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0200a973b5eb1346e71713c9f477b6d\" title=\"\" tg-width=\"870\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a798828e72b23d6682dbb0c6b00c707\" title=\"\" tg-width=\"870\" tg-height=\"833\"/></p><strong>黄金</strong><p></p><p>黄金期货日内走高，截止发稿，涨0.6%，报2015.8美元/盎司。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef97a3f54e0c1a7ce8821d7448545153\" title=\"\" tg-width=\"870\" tg-height=\"833\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"BK4204":"教育服务","BK4588":"碎股","BTBT":"Bit Digital, Inc.","COIN":"Coinbase Global, Inc.","BILI":"哔哩哔哩","MSTR":"Strategy","LU":"陆金所","VORB":"维珍轨道","KMX":"车美仕","VORBQ":"Virgin Orbit Holdings, Inc.","BK4509":"腾讯概念","MARA":"MARA Holdings","KC":"金山云","BK4506":"内地教育股","BK4112":"金融交易所和数据","VUKE.UK":"英国富时100","RIOT":"Riot Platforms","BK4554":"元宇宙及AR概念","MSTR.AU":"MORNINGSTAR INTL SHARES ACT","TLRY":"Tilray Inc.","BK4555":"新能源车","MRNA":"Moderna, Inc.","LI":"理想汽车","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4566":"资本集团","XPEV":"小鹏汽车","GOTU":"高途"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166375973","content_text":"4月11日，美股指期货走低，截止发稿，道指期货跌0.04%，纳指期货跌0.14%，标普500指数期货跌0.02%。悲观情绪笼罩美股！对冲基金做空规模创2011年以来新高根据美国商品期货交易委员会的数据，截至4月11日周二，以对冲基金为主的大型投机者，在标普500指数电子迷你期货中的净空头头寸增加至约 321000 份合约。这是自2011年11月美国主权信用评级下调以来最悲观的数据。但媒体分析称，或许与去年10月的情况类似，谨慎情绪可能会再次为市场反弹奠定基础，也就是说：几乎每个人都在为2023年股市将创下新低做准备时，标普500指数反而会上涨。如果经济数据好于预期，将迫使卖空者回补头寸。 盘前行情美股区块链概念股盘前普涨，Riot Blockchain、Marathon Digital、MicroStratey涨超3%，Bit Digital、Coinbase涨超2%；消息面，比特币价格突破3万美元，年内涨幅超70%；热门中概股盘前部分走强，金山云涨超6%，哔哩哔哩涨超3%，小鹏汽车、理想汽车、高途涨超2%；陆金所盘前涨超4%，公司已申请以介绍方式于港交所上市，预期将于4月14日开始交易。维珍轨道盘前跌超22%，公司将于4月13日起暂停股票交易；Tilray盘前跌超6%，公司2023财年第三季度收入低于预期；Moderna盘前跌超5%，消息面上，Moderna额外的流感候选疫苗推出时间延迟；车美仕盘前涨超6%，2023年Q4每股收益0.44美元，远超市场预期。欧洲市场欧洲主要股指多数上涨，截至发稿，德国DAX30指数涨0.35%，英国富时100涨0.25%，法国CAC40涨0.82%。原油原油期货震荡走低，截止发稿，WTI原油跌0.2%，报79.58美元/桶；布伦特原油跌0.29%，报83.94美元/桶。黄金黄金期货日内走高，截止发稿，涨0.6%，报2015.8美元/盎司。","news_type":1,"symbols_score_info":{"RIOT":0.9,"XPEV":0.9,"LI":0.9,"MRNA":0.9,"COIN":0.9,"GOTU":0.9,"LU":0.9,"KMX":0.9,"MARA":0.9,"VUKE.UK":0.9,"VORBQ":0.9,"KC":0.9,"MSTR.AU":0.9,"VORB":0.9,"TLRY":0.9,"BILI":0.9,"BTBT":0.9,"MSTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942607760,"gmtCreate":1681199761151,"gmtModify":1681199765186,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942607760","repostId":"1178187404","repostType":2,"repost":{"id":"1178187404","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":1681186000,"share":"https://ttm.financial/m/news/1178187404?lang=&edition=fundamental","pubTime":"2023-04-11 12:06","market":"us","language":"zh","title":"期权大单 | 芯片股狂欢，美光科技看涨期权大增！利好利空齐到，Tilray“很尴尬”","url":"https://stock-news.laohu8.com/highlight/detail?id=1178187404","media":"老虎资讯综合","summary":"摘要：美东时间周一（4月10日），期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%；芯片股狂欢，美光科技、英伟达看涨期权大增。一、市场概览美东时间周一（4月10日），市场等待通胀","content":"<html><head></head><body><blockquote><strong>摘要：美东时间周一（4月10日），期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%；芯片股狂欢，<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>看涨期权大增。</strong></blockquote><p><strong>一、市场概览</strong></p><p>美东时间周一（4月10日），市场等待通胀数据和财报，美股周一收盘涨跌不一。截至收盘，道琼斯指数涨0.30%，纳斯达克指数跌0.03%，标普500指数涨0.10%。</p><p>交易员普遍认为上周末公布的3月非农就业数据将促使美联储继续加息，在5月会议上至少将加息四分之一个基点。本周投资者关注重要的CPI与PPI通胀数据，以及多家大型银行的财报。</p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34c718b662f07f55771820b650c1150\" title=\"数据来源：老虎国际\" tg-width=\"965\" tg-height=\"152\"/><span>数据来源：老虎国际</span></p>周一，期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%。<p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87dc35490e7d5db4ad913cf923509ffb\" title=\"数据来源：Market Chameleon\" tg-width=\"1801\" tg-height=\"390\"/><span>数据来源：Market Chameleon</span></p>标普指数ETF-SPY期权成交689.5万张合约，其中，看跌期权占比53%。<p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da827f856828e5e0eb532cb6fee64850\" title=\"数据来源：Market Chameleon\" tg-width=\"1592\" tg-height=\"407\"/><span>数据来源：Market Chameleon</span></p><strong>二、期权成交总量TOP10</strong><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ddde414eca14656867ca471640f973\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1409\"/><span>数据来源：老虎国际</span></p><strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a></strong>周一下跌1.6%，报162.03美元。期权合约成交73.11万张，看涨期权占全部期权交易的55%。2023年4月14日到期行权价为162.50美元<strong>看涨期权</strong>的成交量特别高，成交量为72,686张。<p></p><p></p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/55fa663853f1fe229d27ec4a642313d6\" alt=\"\"/></p><blockquote>消息方面：需求低迷，苹果公司一季度PC出货量下降40%。根据IDC的最新报告显示，今年一季度全球前5大电脑制造商的出货量均出现不同程度的下降，总体来看，环比下降29%至5690万台，明显低于2019一季度的5920万台及2018年一季度的6060万台。其中，苹果2023年一季度PC出货量暴跌超40%。</blockquote><p><strong>复活节周末的收入创下“历史新高”，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a></strong>周一涨近7%，报5.24美元。期权合约成交67.57万张，看涨期权占全部期权交易的53%。2023年4月14日到期行权价为5.50美元<strong>看涨期权</strong>的成交量特别高，成交量为62,392张。</p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ae9b819ff27590f6a1a596126023cb\" title=\"数据来源：Market Chameleon\" tg-width=\"1647\" tg-height=\"273\"/><span>数据来源：Market Chameleon</span></p><strong>英伟达</strong>周一上涨2%，报275.79美元。期权合约成交73.11万张，看涨期权占全部期权交易的47%。2023年4月14日到期行权价为280美元<strong>看涨期权</strong>的成交量特别高，成交量为32,872张。<p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e9e34138a5d04ed6d0d51206a0bc634\" title=\"数据来源：Market Chameleon\" tg-width=\"1649\" tg-height=\"273\"/><span>数据来源：Market Chameleon</span></p><strong>三、异动观察</strong><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b8dbdf353210dc56d9ddf9f256efafa\" title=\"数据来源：Market Chameleon\" tg-width=\"1715\" tg-height=\"494\"/><span>数据来源：Market Chameleon</span></p><strong>美光科技</strong>周一大涨8%创逾一年来最大涨幅，报63.27美元。2023年4月14日到期行权价为67美元<strong>看涨期权</strong>的成交量特别高，成交量为20,216张。<strong>这意味着在期权市场中，投资者本周继续看多该股。</strong><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24ea774aabfbcac23ab22bb4b3aca6fd\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"275\"/><span>数据来源：Market Chameleon</span></p><p></p><p></p><p></p><p></p><blockquote>消息面上，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>计划近期削减内存芯片产量，消息提振美光科技，分析师认为此举可能会加速内存芯片行业的复苏。</blockquote><p><strong>利好利空“同步”来袭，Tilray</strong>周一涨超5%，报2.74美元。但该股盘后下挫5%，投资者需要留意！Tilray2023年4月14日到期行权价为3美元<strong>看涨期权</strong>的成交量特别高，成交量为23,207张。</p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db510f4099bfaee73d0e2046bf3b378f\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"272\"/><span>数据来源：Market Chameleon</span></p><p></p><p></p><p></p><p></p><blockquote>消息方面：Tilray宣布了与Hexo Corp.的收购协议；公司2023财年第三季度收入低于预期。</blockquote><p><strong>Ally</strong>周一涨近1%，报26.30美元。2023年4月21日到期行权价为24美元<strong>看跌期权</strong>的成交量特别高，成交量为22,226张。</p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc8232c52ef471f6846ebee841c3c71b\" title=\"数据来源：Market Chameleon\" tg-width=\"1643\" tg-height=\"269\"/><span>数据来源：Market Chameleon</span></p><p></p><p></p><p></p><p></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>期权大单 | 芯片股狂欢，美光科技看涨期权大增！利好利空齐到，Tilray“很尴尬”</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; 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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期权大单 | 芯片股狂欢，美光科技看涨期权大增！利好利空齐到，Tilray“很尴尬”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-11 12:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>摘要：美东时间周一（4月10日），期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%；芯片股狂欢，<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>看涨期权大增。</strong></blockquote><p><strong>一、市场概览</strong></p><p>美东时间周一（4月10日），市场等待通胀数据和财报，美股周一收盘涨跌不一。截至收盘，道琼斯指数涨0.30%，纳斯达克指数跌0.03%，标普500指数涨0.10%。</p><p>交易员普遍认为上周末公布的3月非农就业数据将促使美联储继续加息，在5月会议上至少将加息四分之一个基点。本周投资者关注重要的CPI与PPI通胀数据，以及多家大型银行的财报。</p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34c718b662f07f55771820b650c1150\" title=\"数据来源：老虎国际\" tg-width=\"965\" tg-height=\"152\"/><span>数据来源：老虎国际</span></p>周一，期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%。<p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87dc35490e7d5db4ad913cf923509ffb\" title=\"数据来源：Market Chameleon\" tg-width=\"1801\" tg-height=\"390\"/><span>数据来源：Market Chameleon</span></p>标普指数ETF-SPY期权成交689.5万张合约，其中，看跌期权占比53%。<p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da827f856828e5e0eb532cb6fee64850\" title=\"数据来源：Market Chameleon\" tg-width=\"1592\" tg-height=\"407\"/><span>数据来源：Market Chameleon</span></p><strong>二、期权成交总量TOP10</strong><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ddde414eca14656867ca471640f973\" title=\"数据来源：老虎国际\" tg-width=\"828\" tg-height=\"1409\"/><span>数据来源：老虎国际</span></p><strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a></strong>周一下跌1.6%，报162.03美元。期权合约成交73.11万张，看涨期权占全部期权交易的55%。2023年4月14日到期行权价为162.50美元<strong>看涨期权</strong>的成交量特别高，成交量为72,686张。<p></p><p></p><p></p><p></p><p><img src=\"https://static.tigerbbs.com/55fa663853f1fe229d27ec4a642313d6\" alt=\"\"/></p><blockquote>消息方面：需求低迷，苹果公司一季度PC出货量下降40%。根据IDC的最新报告显示，今年一季度全球前5大电脑制造商的出货量均出现不同程度的下降，总体来看，环比下降29%至5690万台，明显低于2019一季度的5920万台及2018年一季度的6060万台。其中，苹果2023年一季度PC出货量暴跌超40%。</blockquote><p><strong>复活节周末的收入创下“历史新高”，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a></strong>周一涨近7%，报5.24美元。期权合约成交67.57万张，看涨期权占全部期权交易的53%。2023年4月14日到期行权价为5.50美元<strong>看涨期权</strong>的成交量特别高，成交量为62,392张。</p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ae9b819ff27590f6a1a596126023cb\" title=\"数据来源：Market Chameleon\" tg-width=\"1647\" tg-height=\"273\"/><span>数据来源：Market Chameleon</span></p><strong>英伟达</strong>周一上涨2%，报275.79美元。期权合约成交73.11万张，看涨期权占全部期权交易的47%。2023年4月14日到期行权价为280美元<strong>看涨期权</strong>的成交量特别高，成交量为32,872张。<p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e9e34138a5d04ed6d0d51206a0bc634\" title=\"数据来源：Market Chameleon\" tg-width=\"1649\" tg-height=\"273\"/><span>数据来源：Market Chameleon</span></p><strong>三、异动观察</strong><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b8dbdf353210dc56d9ddf9f256efafa\" title=\"数据来源：Market Chameleon\" tg-width=\"1715\" tg-height=\"494\"/><span>数据来源：Market Chameleon</span></p><strong>美光科技</strong>周一大涨8%创逾一年来最大涨幅，报63.27美元。2023年4月14日到期行权价为67美元<strong>看涨期权</strong>的成交量特别高，成交量为20,216张。<strong>这意味着在期权市场中，投资者本周继续看多该股。</strong><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24ea774aabfbcac23ab22bb4b3aca6fd\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"275\"/><span>数据来源：Market Chameleon</span></p><p></p><p></p><p></p><p></p><blockquote>消息面上，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>计划近期削减内存芯片产量，消息提振美光科技，分析师认为此举可能会加速内存芯片行业的复苏。</blockquote><p><strong>利好利空“同步”来袭，Tilray</strong>周一涨超5%，报2.74美元。但该股盘后下挫5%，投资者需要留意！Tilray2023年4月14日到期行权价为3美元<strong>看涨期权</strong>的成交量特别高，成交量为23,207张。</p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db510f4099bfaee73d0e2046bf3b378f\" title=\"数据来源：Market Chameleon\" tg-width=\"1641\" tg-height=\"272\"/><span>数据来源：Market Chameleon</span></p><p></p><p></p><p></p><p></p><blockquote>消息方面：Tilray宣布了与Hexo Corp.的收购协议；公司2023财年第三季度收入低于预期。</blockquote><p><strong>Ally</strong>周一涨近1%，报26.30美元。2023年4月21日到期行权价为24美元<strong>看跌期权</strong>的成交量特别高，成交量为22,226张。</p><p></p><p></p><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc8232c52ef471f6846ebee841c3c71b\" title=\"数据来源：Market Chameleon\" tg-width=\"1643\" tg-height=\"269\"/><span>数据来源：Market Chameleon</span></p><p></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"159813":"芯片","AMC":"AMC院线","QQQ":"纳指100ETF","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","TLRY":"Tilray Inc.","BK4547":"WSB热门概念","BK4557":"大麻股","AAPL":"苹果","BK4579":"人工智能","BK4588":"碎股","SPY":"标普500ETF","BK4007":"制药","MU":"美光科技","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","ALLY":"Ally Financial Inc.","BK4141":"半导体产品","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4585":"ETF&股票定投概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178187404","content_text":"摘要：美东时间周一（4月10日），期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%；芯片股狂欢，美光科技、英伟达看涨期权大增。一、市场概览美东时间周一（4月10日），市场等待通胀数据和财报，美股周一收盘涨跌不一。截至收盘，道琼斯指数涨0.30%，纳斯达克指数跌0.03%，标普500指数涨0.10%。交易员普遍认为上周末公布的3月非农就业数据将促使美联储继续加息，在5月会议上至少将加息四分之一个基点。本周投资者关注重要的CPI与PPI通胀数据，以及多家大型银行的财报。数据来源：老虎国际周一，期权市场总成交量达28,333,960张合约，其中，看涨期权占比54%。数据来源：Market Chameleon标普指数ETF-SPY期权成交689.5万张合约，其中，看跌期权占比53%。数据来源：Market Chameleon二、期权成交总量TOP10数据来源：老虎国际苹果周一下跌1.6%，报162.03美元。期权合约成交73.11万张，看涨期权占全部期权交易的55%。2023年4月14日到期行权价为162.50美元看涨期权的成交量特别高，成交量为72,686张。消息方面：需求低迷，苹果公司一季度PC出货量下降40%。根据IDC的最新报告显示，今年一季度全球前5大电脑制造商的出货量均出现不同程度的下降，总体来看，环比下降29%至5690万台，明显低于2019一季度的5920万台及2018年一季度的6060万台。其中，苹果2023年一季度PC出货量暴跌超40%。复活节周末的收入创下“历史新高”，AMC院线周一涨近7%，报5.24美元。期权合约成交67.57万张，看涨期权占全部期权交易的53%。2023年4月14日到期行权价为5.50美元看涨期权的成交量特别高，成交量为62,392张。数据来源：Market Chameleon英伟达周一上涨2%，报275.79美元。期权合约成交73.11万张，看涨期权占全部期权交易的47%。2023年4月14日到期行权价为280美元看涨期权的成交量特别高，成交量为32,872张。数据来源：Market Chameleon三、异动观察数据来源：Market Chameleon美光科技周一大涨8%创逾一年来最大涨幅，报63.27美元。2023年4月14日到期行权价为67美元看涨期权的成交量特别高，成交量为20,216张。这意味着在期权市场中，投资者本周继续看多该股。数据来源：Market Chameleon消息面上，三星计划近期削减内存芯片产量，消息提振美光科技，分析师认为此举可能会加速内存芯片行业的复苏。利好利空“同步”来袭，Tilray周一涨超5%，报2.74美元。但该股盘后下挫5%，投资者需要留意！Tilray2023年4月14日到期行权价为3美元看涨期权的成交量特别高，成交量为23,207张。数据来源：Market Chameleon消息方面：Tilray宣布了与Hexo Corp.的收购协议；公司2023财年第三季度收入低于预期。Ally周一涨近1%，报26.30美元。2023年4月21日到期行权价为24美元看跌期权的成交量特别高，成交量为22,226张。数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"159813":0.9,"TLRY":0.9,"AAPL":0.9,"NVDA":0.9,"ALLY":0.9,"MU":0.9,"AMC":0.9,"SPY":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":2115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942860330,"gmtCreate":1681181393420,"gmtModify":1681181397631,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942860330","repostId":"2326628537","repostType":2,"repost":{"id":"2326628537","kind":"highlight","pubTimestamp":1681177657,"share":"https://ttm.financial/m/news/2326628537?lang=&edition=fundamental","pubTime":"2023-04-11 09:47","market":"other","language":"zh","title":"巴菲特又出手了！瞄准这一领域，嗅到了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2326628537","media":"券商中国","summary":"巴菲特或再发日元债，嗅到了什么？有市场消息称，知情人士透露，沃伦·巴菲特旗下伯克希尔·哈撒韦已开始就出售日元债券向投资者征求意见。这似乎印证了稍早之前的信息，此前，据彭博报道，伯克希尔·哈撒韦公司已聘","content":"<html><head></head><body><p></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d5bca255443af9521b04b722b024a\" tg-width=\"640\" tg-height=\"355\"/></p><strong>巴菲特或再发日元债，嗅到了什么？</strong><p></p><p>有市场消息称，知情人士透露，沃伦·巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦已开始就出售日元债券向投资者征求意见。这似乎印证了稍早之前的信息，此前，据彭博报道，伯克希尔·哈撒韦公司已聘请银行安排日元债券发行。</p><p>近两年，巴菲特在日本市场相当活跃。伯克希尔·哈撒韦已经成为最大的海外日元债务发行人之一。除连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。</p><p>4月10日，日本央行新任行长植田和男在就职新闻发布会上发表讲话称，他将竭尽全力确保物价和金融体系的稳定，鉴于当前的经济和价格形势，将继续维持超宽松的货币政策不变。</p><p><strong>巴菲特又出手了</strong></p><p>4月10日，有市场消息称，知情人士透露，沃伦·巴菲特旗下伯克希尔·哈撒韦已开始就出售日元债券向投资者征求意见。值得注意的是，近年来，伯克希尔·哈撒韦已经成为最大的海外日元债务发行人之一，该公司最近一次基准日元债券发行是在去年12月，发行规模为1150亿日元。</p><p>此外，知情人士透露，多种债券可售，3年期定价初步指引高于交换利率中价70个基点左右，30年期则落在125个基点。如果按计划进行，伯克希尔·哈撒韦将在4月14日定价发行。因为尚未公开信息，该知情人士不愿表明身份。</p><p>稍早之前，据彭博报道，伯克希尔·哈撒韦公司已聘请银行安排日元债券发行。根据日本瑞穗银行电邮，伯克希尔·哈撒韦公司已经委托美银证券和瑞穗证券进行潜在的基准日元债券销售。这家日本银行称，这笔交易预计将在不久的将来进行，但要视市场情况而定。</p><p><strong>频繁抄底日本</strong></p><p>近两年，巴菲特在日本市场上可谓相当活跃。</p><p>2019年，伯克希尔·哈撒韦首次发行日元债券，彼时的发债规模高达4300亿日元，成为有史以来日元债最大的海外发行方之一。2020年，伯克希尔·哈撒韦发行了1955亿日元的债券。最近一次基准日元债券发行是在2022年12月，发行规模为1150亿日元。</p><p>在连续发债后，截至2022年，伯克希尔·哈撒韦账面上的日元计价票据和借贷规模增至超78亿美元，相比之下美元、欧元、英镑计价的票据规模都在收缩。</p><p>除了连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。按披露时的收盘价估算，当时伯克希尔·哈撒韦持有的五家公司的总价值达到62.5亿美元。</p><p>需要指出的是，巴菲特在日本市场疯狂发债与日本央行的超宽松货币政策有一定的关系。当前，日本是全球仅存的利率“洼地”，且与海外市场相比，日本债券市场的波动性也相对较低，巨大的融资成本差异使得日元计价的公司债发行规模逆势增长。</p><p>另外，发行日元债除了有融资的作用，还能够对冲外汇风险。通过发行日元债，就不需要将伯克希尔·哈撒韦账上的美元换成日元后，再去投资日元资产了，省去跨境资本流动的麻烦，也避免了货币敞口的增加。</p><p>日本央行新行长发声</p><p>近日，日本央行的“换帅”举动同样备受市场关注。</p><p>4月9日，现年71岁的经济学家植田和男接替任期届满的黑田东彦，正式执掌日本央行。</p><p>据日本媒体报道，植田毕业于日本东京大学，在美国麻省理工学院获得经济学博士学位，曾师从知名经济学家斯坦利·费希尔。1998年至2005年，植田担任日本央行审议委员，是零利率政策和量化宽松政策的支持者。</p><p>4月10日，日本央行新任行长植田和男在就职新闻发布会上发表讲话称，他将竭尽全力确保物价和金融体系的稳定，鉴于当前的经济和价格形势，将继续维持超宽松的货币政策不变。</p><p>在首次新闻发布会上，植田和男的一系列言论表明，日本央行的各项政策不会发生“急转弯”，至少短期内将沿着前任行长黑田东彦的路径继续走下去。</p><p>植田和男指出，将尽最大努力实现价格稳定和金融体系稳定，可能有必要从长远的角度对货币政策进行审视和审查。可能会评估日本央行的长期政策，包括多年来的宽松政策，希望与其他政策委员会成员讨论评估事宜并做决定。</p><p>对于当前的银行业危机，植田和男表示，西方国家采取了许多措施遏制金融恐慌之后，金融市场正在恢复稳定。但金融市场的不确定性和焦虑情绪还没有完全消散，将继续密切关注金融市场。</p><p>对于市场最为关注的YCC政策（收益率曲线控制政策），植田和男认为，“考虑到目前的经济和物价情况，继续实行YCC政策是适当的，在YCC框架下继续实行货币宽松政策是适当的，我们现在处于等待阶段，以观察去年12月政策调整的效果。”</p><p>他表示，负利率为当前的货币刺激提供了基础，目前维持负利率是适当的。YCC政策的任何重大转变，都需要考虑经济、价格和市场因素。</p><p>此外，植田和男强调，日本目前还不具备大幅加息的条件，但利率小幅上升对金融体系来说不是大问题。</p><p>对于实现2%通胀目标，植田和男指出，他不能确切说明何时能实现日本央行2%的通胀目标，要达成这一目标不容易，而外部冲击是未能达到通胀目标的一大原因。他称，“在我的任期内，将尽最大努力实现通胀目标，同时关注政策副作用。”</p><p>此外，值得关注的是，植田和男将于4月27日至28日主持上任后的第一次日本央行政策会议，届时将发布新的季度经济增长和价格预测。</p></body></html>","source":"cszg","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特又出手了！瞄准这一领域，嗅到了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-11 09:47 北京时间 <a href=https://mp.weixin.qq.com/s/uaki3b8toC3v2x2vr7aGDA><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特或再发日元债，嗅到了什么？有市场消息称，知情人士透露，沃伦·巴菲特旗下伯克希尔·哈撒韦已开始就出售日元债券向投资者征求意见。这似乎印证了稍早之前的信息，此前，据彭博报道，伯克希尔·哈撒韦公司已聘请银行安排日元债券发行。近两年，巴菲特在日本市场相当活跃。伯克希尔·哈撒韦已经成为最大的海外日元债务发行人之一。除连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。4...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/uaki3b8toC3v2x2vr7aGDA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3d5bca255443af9521b04b722b024a","relate_stocks":{"BRK.B":"伯克希尔B"},"source_url":"https://mp.weixin.qq.com/s/uaki3b8toC3v2x2vr7aGDA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326628537","content_text":"巴菲特或再发日元债，嗅到了什么？有市场消息称，知情人士透露，沃伦·巴菲特旗下伯克希尔·哈撒韦已开始就出售日元债券向投资者征求意见。这似乎印证了稍早之前的信息，此前，据彭博报道，伯克希尔·哈撒韦公司已聘请银行安排日元债券发行。近两年，巴菲特在日本市场相当活跃。伯克希尔·哈撒韦已经成为最大的海外日元债务发行人之一。除连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。4月10日，日本央行新任行长植田和男在就职新闻发布会上发表讲话称，他将竭尽全力确保物价和金融体系的稳定，鉴于当前的经济和价格形势，将继续维持超宽松的货币政策不变。巴菲特又出手了4月10日，有市场消息称，知情人士透露，沃伦·巴菲特旗下伯克希尔·哈撒韦已开始就出售日元债券向投资者征求意见。值得注意的是，近年来，伯克希尔·哈撒韦已经成为最大的海外日元债务发行人之一，该公司最近一次基准日元债券发行是在去年12月，发行规模为1150亿日元。此外，知情人士透露，多种债券可售，3年期定价初步指引高于交换利率中价70个基点左右，30年期则落在125个基点。如果按计划进行，伯克希尔·哈撒韦将在4月14日定价发行。因为尚未公开信息，该知情人士不愿表明身份。稍早之前，据彭博报道，伯克希尔·哈撒韦公司已聘请银行安排日元债券发行。根据日本瑞穗银行电邮，伯克希尔·哈撒韦公司已经委托美银证券和瑞穗证券进行潜在的基准日元债券销售。这家日本银行称，这笔交易预计将在不久的将来进行，但要视市场情况而定。频繁抄底日本近两年，巴菲特在日本市场上可谓相当活跃。2019年，伯克希尔·哈撒韦首次发行日元债券，彼时的发债规模高达4300亿日元，成为有史以来日元债最大的海外发行方之一。2020年，伯克希尔·哈撒韦发行了1955亿日元的债券。最近一次基准日元债券发行是在2022年12月，发行规模为1150亿日元。在连续发债后，截至2022年，伯克希尔·哈撒韦账面上的日元计价票据和借贷规模增至超78亿美元，相比之下美元、欧元、英镑计价的票据规模都在收缩。除了连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。按披露时的收盘价估算，当时伯克希尔·哈撒韦持有的五家公司的总价值达到62.5亿美元。需要指出的是，巴菲特在日本市场疯狂发债与日本央行的超宽松货币政策有一定的关系。当前，日本是全球仅存的利率“洼地”，且与海外市场相比，日本债券市场的波动性也相对较低，巨大的融资成本差异使得日元计价的公司债发行规模逆势增长。另外，发行日元债除了有融资的作用，还能够对冲外汇风险。通过发行日元债，就不需要将伯克希尔·哈撒韦账上的美元换成日元后，再去投资日元资产了，省去跨境资本流动的麻烦，也避免了货币敞口的增加。日本央行新行长发声近日，日本央行的“换帅”举动同样备受市场关注。4月9日，现年71岁的经济学家植田和男接替任期届满的黑田东彦，正式执掌日本央行。据日本媒体报道，植田毕业于日本东京大学，在美国麻省理工学院获得经济学博士学位，曾师从知名经济学家斯坦利·费希尔。1998年至2005年，植田担任日本央行审议委员，是零利率政策和量化宽松政策的支持者。4月10日，日本央行新任行长植田和男在就职新闻发布会上发表讲话称，他将竭尽全力确保物价和金融体系的稳定，鉴于当前的经济和价格形势，将继续维持超宽松的货币政策不变。在首次新闻发布会上，植田和男的一系列言论表明，日本央行的各项政策不会发生“急转弯”，至少短期内将沿着前任行长黑田东彦的路径继续走下去。植田和男指出，将尽最大努力实现价格稳定和金融体系稳定，可能有必要从长远的角度对货币政策进行审视和审查。可能会评估日本央行的长期政策，包括多年来的宽松政策，希望与其他政策委员会成员讨论评估事宜并做决定。对于当前的银行业危机，植田和男表示，西方国家采取了许多措施遏制金融恐慌之后，金融市场正在恢复稳定。但金融市场的不确定性和焦虑情绪还没有完全消散，将继续密切关注金融市场。对于市场最为关注的YCC政策（收益率曲线控制政策），植田和男认为，“考虑到目前的经济和物价情况，继续实行YCC政策是适当的，在YCC框架下继续实行货币宽松政策是适当的，我们现在处于等待阶段，以观察去年12月政策调整的效果。”他表示，负利率为当前的货币刺激提供了基础，目前维持负利率是适当的。YCC政策的任何重大转变，都需要考虑经济、价格和市场因素。此外，植田和男强调，日本目前还不具备大幅加息的条件，但利率小幅上升对金融体系来说不是大问题。对于实现2%通胀目标，植田和男指出，他不能确切说明何时能实现日本央行2%的通胀目标，要达成这一目标不容易，而外部冲击是未能达到通胀目标的一大原因。他称，“在我的任期内，将尽最大努力实现通胀目标，同时关注政策副作用。”此外，值得关注的是，植田和男将于4月27日至28日主持上任后的第一次日本央行政策会议，届时将发布新的季度经济增长和价格预测。","news_type":1,"symbols_score_info":{"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":2413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942337934,"gmtCreate":1681132877328,"gmtModify":1681132881522,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942337934","repostId":"1136504426","repostType":2,"repost":{"id":"1136504426","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":1680835719,"share":"https://ttm.financial/m/news/1136504426?lang=&edition=fundamental","pubTime":"2023-04-07 10:48","market":"us","language":"zh","title":"财报前瞻 | 美国银行股压力重重，Q1财报会有何表现？","url":"https://stock-news.laohu8.com/highlight/detail?id=1136504426","media":"老虎资讯综合","summary":"鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。美股新一轮财报季下周","content":"<html><head></head><body><blockquote>鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。</blockquote><p>美股新一轮财报季下周将拉开帷幕，多家银行巨头将率先发布业绩。3月以来，受SVB与瑞信危机影响，引发了业内对美国银行存款可能大幅外流的担忧，这对原本就已步履蹒跚的银行业来说，构成沉重打击。</p><p><strong>上季度业绩回顾：</strong></p><p>财报显示，华尔街六大银行去年四季度业绩出现明显分化，受美国经济将陷入衰退预期的影响，银行普遍增加信贷损失准备金，明显拖累业绩。且由于宏观经经济可能走弱，几家主要银行均增加了信贷损失准备金，盈利受到明显拖累。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee9a0a8af20843a1e2274fc85120e796\" tg-width=\"1078\" tg-height=\"1124\"/></p><p><strong>本季度业绩看点：</strong></p><p><strong>存贷双降</strong></p><p>在本次即将披露的财报中，首先，存款外流是这里需要关注的关键问题。没有存款，银行就无法发放贷款，因此，存款减少的银行陷入困境，而存款保持稳定或存款增加的银行可能会继续表现良好。</p><p>数据显示，截至3月22日的一周内，美国所有商业银行的存款规模减少了1257亿美元，为连续第九周下滑；25家最大银行的存款从上一周的10.74万亿美元降至10.65万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be47973c55a00d0164ee0caa7c7f80dc\" alt=\"美国所有商业银行的存款规模\" title=\"美国所有商业银行的存款规模\" tg-width=\"1709\" tg-height=\"456\"/><span>美国所有商业银行的存款规模</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b428a1f3fcacb15781b83438caee4215\" alt=\"美国25家最大银行存款规模\" title=\"美国25家最大银行存款规模\" tg-width=\"1707\" tg-height=\"452\"/><span>美国25家最大银行存款规模</span></p><p>除了存款规模减少以外，银行贷款也创下近两年最大降幅。据美联储最新公布的H.8报告还显示，当前的这场银行业危机也正在影响商业贷款。截至3月22日当周，美国商业银行的整体贷款下降204亿美元，为2021年6月以来最大降幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5b59f32f5105e26d0310cbb7435e06\" alt=\"美国商业银行整体贷款规模\" title=\"美国商业银行整体贷款规模\" tg-width=\"1709\" tg-height=\"313\"/><span>美国商业银行整体贷款规模</span></p><p>分析人士指出，银行贷款规模的整体大幅下降，主要是因为大银行的信贷收紧．美国25家最大的银行发放了全美约六成的贷款，硅谷银行和瑞信的前车之鉴，正令这些银行在放贷上趋向谨慎。</p><p><strong>贷款损失准备金增加</strong></p><p>其次，有分析人士认为，预计银行业一季度利润将受到贷款损失准备金增加的影响。据彭博一致预期数据显示，华尔街六大行一季度整体预计贷款损失准备金达到逾70亿美元，而去年同期六大行整体贷款损失准备金不到27亿美元。</p><p>Yardeni Research首席投资策略师Ed Yardeni表示，鉴于最近的银行业危机，即使银行管理层并不那么担心贷款损失，他们可能仍想向银行业监管机构表明他们是谨慎的。他们可能更愿意淡化银行业危机对其盈利能力的影响，以安抚投资者的紧张情绪，或者至少不会过度夸大它。</p><p><strong>银行股股价会有何表现？</strong></p><p>鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56edaf1b2907cd01b846b9520c29c91b\" tg-width=\"560\" tg-height=\"240\"/></p><p>分析师表示，银行业可能成为业绩滑坡的重灾区，一旦如此，银行股的股价经历了上月中小银行危机带来的摧残之后，势将开启新一轮跌势，富国银行分析师Mike Mayo近期就下调了多家银行业上市公司的目标股价和盈利预期，称其在流动性、资金流向以及息差收入等领域都面临压力。虽然大银行在上月的风波中幸免于难，但是其仍难逃脱业务增长放缓和美联储加息引发信贷需求下降带来的双重压力。在此状况下，银行利润重挫在所难免，其中投资银行收入更可能录得高达40%的同比降幅。</p><p><strong>业绩预测</strong></p><p>根据彭博一致预期数据显示，该行业业绩表现将持续出现分化，摩根大通和富国银行的盈利将大幅增长，而摩根士丹利、高盛、花旗预计将面临压力：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d94c68723565181c6498893d350cb08b\" tg-width=\"1080\" tg-height=\"1224\"/></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>财报前瞻 | 美国银行股压力重重，Q1财报会有何表现？</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; 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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财报前瞻 | 美国银行股压力重重，Q1财报会有何表现？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-07 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。</blockquote><p>美股新一轮财报季下周将拉开帷幕，多家银行巨头将率先发布业绩。3月以来，受SVB与瑞信危机影响，引发了业内对美国银行存款可能大幅外流的担忧，这对原本就已步履蹒跚的银行业来说，构成沉重打击。</p><p><strong>上季度业绩回顾：</strong></p><p>财报显示，华尔街六大银行去年四季度业绩出现明显分化，受美国经济将陷入衰退预期的影响，银行普遍增加信贷损失准备金，明显拖累业绩。且由于宏观经经济可能走弱，几家主要银行均增加了信贷损失准备金，盈利受到明显拖累。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee9a0a8af20843a1e2274fc85120e796\" tg-width=\"1078\" tg-height=\"1124\"/></p><p><strong>本季度业绩看点：</strong></p><p><strong>存贷双降</strong></p><p>在本次即将披露的财报中，首先，存款外流是这里需要关注的关键问题。没有存款，银行就无法发放贷款，因此，存款减少的银行陷入困境，而存款保持稳定或存款增加的银行可能会继续表现良好。</p><p>数据显示，截至3月22日的一周内，美国所有商业银行的存款规模减少了1257亿美元，为连续第九周下滑；25家最大银行的存款从上一周的10.74万亿美元降至10.65万亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be47973c55a00d0164ee0caa7c7f80dc\" alt=\"美国所有商业银行的存款规模\" title=\"美国所有商业银行的存款规模\" tg-width=\"1709\" tg-height=\"456\"/><span>美国所有商业银行的存款规模</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b428a1f3fcacb15781b83438caee4215\" alt=\"美国25家最大银行存款规模\" title=\"美国25家最大银行存款规模\" tg-width=\"1707\" tg-height=\"452\"/><span>美国25家最大银行存款规模</span></p><p>除了存款规模减少以外，银行贷款也创下近两年最大降幅。据美联储最新公布的H.8报告还显示，当前的这场银行业危机也正在影响商业贷款。截至3月22日当周，美国商业银行的整体贷款下降204亿美元，为2021年6月以来最大降幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5b59f32f5105e26d0310cbb7435e06\" alt=\"美国商业银行整体贷款规模\" title=\"美国商业银行整体贷款规模\" tg-width=\"1709\" tg-height=\"313\"/><span>美国商业银行整体贷款规模</span></p><p>分析人士指出，银行贷款规模的整体大幅下降，主要是因为大银行的信贷收紧．美国25家最大的银行发放了全美约六成的贷款，硅谷银行和瑞信的前车之鉴，正令这些银行在放贷上趋向谨慎。</p><p><strong>贷款损失准备金增加</strong></p><p>其次，有分析人士认为，预计银行业一季度利润将受到贷款损失准备金增加的影响。据彭博一致预期数据显示，华尔街六大行一季度整体预计贷款损失准备金达到逾70亿美元，而去年同期六大行整体贷款损失准备金不到27亿美元。</p><p>Yardeni Research首席投资策略师Ed Yardeni表示，鉴于最近的银行业危机，即使银行管理层并不那么担心贷款损失，他们可能仍想向银行业监管机构表明他们是谨慎的。他们可能更愿意淡化银行业危机对其盈利能力的影响，以安抚投资者的紧张情绪，或者至少不会过度夸大它。</p><p><strong>银行股股价会有何表现？</strong></p><p>鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56edaf1b2907cd01b846b9520c29c91b\" tg-width=\"560\" tg-height=\"240\"/></p><p>分析师表示，银行业可能成为业绩滑坡的重灾区，一旦如此，银行股的股价经历了上月中小银行危机带来的摧残之后，势将开启新一轮跌势，富国银行分析师Mike Mayo近期就下调了多家银行业上市公司的目标股价和盈利预期，称其在流动性、资金流向以及息差收入等领域都面临压力。虽然大银行在上月的风波中幸免于难，但是其仍难逃脱业务增长放缓和美联储加息引发信贷需求下降带来的双重压力。在此状况下，银行利润重挫在所难免，其中投资银行收入更可能录得高达40%的同比降幅。</p><p><strong>业绩预测</strong></p><p>根据彭博一致预期数据显示，该行业业绩表现将持续出现分化，摩根大通和富国银行的盈利将大幅增长，而摩根士丹利、高盛、花旗预计将面临压力：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d94c68723565181c6498893d350cb08b\" tg-width=\"1080\" tg-height=\"1224\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52e95f8d8c314466bbcd01bdb562ed3f","relate_stocks":{"C":"花旗","JPM":"摩根大通","BAC":"美国银行","MS":"摩根士丹利","GS":"高盛","WFC":"富国银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136504426","content_text":"鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。美股新一轮财报季下周将拉开帷幕，多家银行巨头将率先发布业绩。3月以来，受SVB与瑞信危机影响，引发了业内对美国银行存款可能大幅外流的担忧，这对原本就已步履蹒跚的银行业来说，构成沉重打击。上季度业绩回顾：财报显示，华尔街六大银行去年四季度业绩出现明显分化，受美国经济将陷入衰退预期的影响，银行普遍增加信贷损失准备金，明显拖累业绩。且由于宏观经经济可能走弱，几家主要银行均增加了信贷损失准备金，盈利受到明显拖累。本季度业绩看点：存贷双降在本次即将披露的财报中，首先，存款外流是这里需要关注的关键问题。没有存款，银行就无法发放贷款，因此，存款减少的银行陷入困境，而存款保持稳定或存款增加的银行可能会继续表现良好。数据显示，截至3月22日的一周内，美国所有商业银行的存款规模减少了1257亿美元，为连续第九周下滑；25家最大银行的存款从上一周的10.74万亿美元降至10.65万亿美元。美国所有商业银行的存款规模美国25家最大银行存款规模除了存款规模减少以外，银行贷款也创下近两年最大降幅。据美联储最新公布的H.8报告还显示，当前的这场银行业危机也正在影响商业贷款。截至3月22日当周，美国商业银行的整体贷款下降204亿美元，为2021年6月以来最大降幅。美国商业银行整体贷款规模分析人士指出，银行贷款规模的整体大幅下降，主要是因为大银行的信贷收紧．美国25家最大的银行发放了全美约六成的贷款，硅谷银行和瑞信的前车之鉴，正令这些银行在放贷上趋向谨慎。贷款损失准备金增加其次，有分析人士认为，预计银行业一季度利润将受到贷款损失准备金增加的影响。据彭博一致预期数据显示，华尔街六大行一季度整体预计贷款损失准备金达到逾70亿美元，而去年同期六大行整体贷款损失准备金不到27亿美元。Yardeni Research首席投资策略师Ed Yardeni表示，鉴于最近的银行业危机，即使银行管理层并不那么担心贷款损失，他们可能仍想向银行业监管机构表明他们是谨慎的。他们可能更愿意淡化银行业危机对其盈利能力的影响，以安抚投资者的紧张情绪，或者至少不会过度夸大它。银行股股价会有何表现？鉴于最近的银行业危机，美股银行板块可谓是走势惨淡，美股银行指数在一季度下跌了近18%，录得2020年以来最差季度表现。有分析师认为，美国银行业一季度利润势将重挫，股价前景雪上加霜。分析师表示，银行业可能成为业绩滑坡的重灾区，一旦如此，银行股的股价经历了上月中小银行危机带来的摧残之后，势将开启新一轮跌势，富国银行分析师Mike Mayo近期就下调了多家银行业上市公司的目标股价和盈利预期，称其在流动性、资金流向以及息差收入等领域都面临压力。虽然大银行在上月的风波中幸免于难，但是其仍难逃脱业务增长放缓和美联储加息引发信贷需求下降带来的双重压力。在此状况下，银行利润重挫在所难免，其中投资银行收入更可能录得高达40%的同比降幅。业绩预测根据彭博一致预期数据显示，该行业业绩表现将持续出现分化，摩根大通和富国银行的盈利将大幅增长，而摩根士丹利、高盛、花旗预计将面临压力：","news_type":1,"symbols_score_info":{"MS":0.9,"JPM":0.9,"GS":0.9,"C":0.9,"WFC":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942958279,"gmtCreate":1681117013292,"gmtModify":1681117018003,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579135726453814","idStr":"3579135726453814"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942958279","repostId":"1163154040","repostType":2,"repost":{"id":"1163154040","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":1681116108,"share":"https://ttm.financial/m/news/1163154040?lang=&edition=fundamental","pubTime":"2023-04-10 16:41","market":"us","language":"zh","title":"异动 | 美股指期货弱势震荡，美光科技盘前涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163154040","media":"老虎资讯综合","summary":"4月10日，美股指期货弱势震荡，截止发稿，道指期货跌0.01%，纳指期货跌0.28%，标普500指数期货跌0.05%。美股区块链概念股盘前普涨，Marathon Digital、Riot Blockc","content":"<html><head></head><body><p>4月10日，美股指期货弱势震荡，截止发稿，道指期货跌0.01%，纳指期货跌0.28%，标普500指数期货跌0.05%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3186f7b63a523e6e4775bb4ab9c2b2a9\" title=\"\" tg-width=\"401\" tg-height=\"198\"/></p><p>美股区块链概念股盘前普涨，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超2%，<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>涨超1%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨近1%；</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨超4%，<a href=\"https://laohu8.com/S/C\">花旗</a>重申了对美光的买入评级，目标价为75美元。</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>异动 | 美股指期货弱势震荡，美光科技盘前涨超4%</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异动 | 美股指期货弱势震荡，美光科技盘前涨超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-04-10 16:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，美股指期货弱势震荡，截止发稿，道指期货跌0.01%，纳指期货跌0.28%，标普500指数期货跌0.05%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3186f7b63a523e6e4775bb4ab9c2b2a9\" title=\"\" tg-width=\"401\" tg-height=\"198\"/></p><p>美股区块链概念股盘前普涨，<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超2%，<a href=\"https://laohu8.com/S/BTBT\">Bit Digital</a>涨超1%，<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>涨近1%；</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前涨超4%，<a href=\"https://laohu8.com/S/C\">花旗</a>重申了对美光的买入评级，目标价为75美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BTBT":"Bit Digital, Inc.","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","MU":"美光科技","MARA":"MARA Holdings","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4575":"芯片概念","COIN":"Coinbase Global, Inc.","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4535":"淡马锡持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4112":"金融交易所和数据","RIOT":"Riot Platforms","C":"花旗"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163154040","content_text":"4月10日，美股指期货弱势震荡，截止发稿，道指期货跌0.01%，纳指期货跌0.28%，标普500指数期货跌0.05%。美股区块链概念股盘前普涨，Marathon Digital、Riot Blockchain涨超2%，Bit Digital涨超1%，Coinbase涨近1%；美光科技盘前涨超4%，花旗重申了对美光的买入评级，目标价为75美元。","news_type":1,"symbols_score_info":{"BTBT":0.9,"COIN":0.9,"RIOT":0.9,"C":0.9,"MU":0.9,"MARA":0.9}},"isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}