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Edwinchua75
长期价值投资者
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Edwinchua75
2025-03-25
$美国超微公司(AMD)$
Edwinchua75
2024-05-10
$Ryde Group(RYDE)$
Edwinchua75
2024-04-17
$Ryde Group(RYDE)$
Edwinchua75
2024-03-28
$Kenvue Inc(KVUE)$
Edwinchua75
2024-03-27
Tiger BOSS Debit Card - BIG BOSS BASH!
Find out more here:
Tiger BOSS Debit Card - BIG BOSS BASH!
Grab your friends, win SGD 888*!
Tiger BOSS Debit Card - BIG BOSS BASH!
Edwinchua75
2024-02-29
$荷美尔(HRL)$
Edwinchua75
2024-02-28
$美国电话电报(T)$
Edwinchua75
2023-12-21
$联信银行(CMA)$
Edwinchua75
2023-12-21
$百思买(BBY)$
Edwinchua75
2023-12-13
$富兰克林资源(BEN)$
Edwinchua75
2023-12-13
$美国电话电报(T)$
Edwinchua75
2023-10-27
$威瑞森(VZ)$
Edwinchua75
2023-03-14
🥰
Edwinchua75
2023-02-15
$百思买(BBY)$ [财迷]
Edwinchua75
2023-01-05
$百思买(BBY)$
Edwinchua75
2023-01-05
$高通(QCOM)$
Edwinchua75
2023-01-04
$富兰克林资源(BEN)$
Edwinchua75
2023-01-04
$波士顿物产(BXP)$
Edwinchua75
2022-11-11
$B2Gold Corp Common shares (Canad(BTG)$
[开心]
Edwinchua75
2022-11-11
$富兰克林资源(BEN)$
😋
Go to Tiger App to see more news
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","listText":"<a href=\"https://ttm.financial/S/RYDE\">$Ryde Group(RYDE)$ </a> ","text":"$Ryde Group(RYDE)$","images":[{"img":"https://community-static.tradeup.com/news/27e3b66c03deb2c426149efae8ec8ada","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296266616119504","isVote":1,"tweetType":1,"viewCount":6164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":289186326704360,"gmtCreate":1711636740312,"gmtModify":1711636745602,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/KVUE\">$Kenvue Inc(KVUE)$ </a> ","listText":"<a href=\"https://ttm.financial/S/KVUE\">$Kenvue Inc(KVUE)$ </a> ","text":"$Kenvue Inc(KVUE)$","images":[{"img":"https://community-static.tradeup.com/news/274eb4fad3d6136f169e4ef8ad934f73","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289186326704360","isVote":1,"tweetType":1,"viewCount":5444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":288639824089424,"gmtCreate":1711501455807,"gmtModify":1711503696385,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"Tiger BOSS Debit Card - BIG BOSS BASH!","htmlText":"Find out more here:<a href=\"https://tigr.link/74DGdj?utm_campaign=AC1707206667589EduMbB&utm_medium=tiger_community&shareID=5ea81d1b84defa3b3f4f65087b8f529b&invite=CWBZNJ&lang=en_NZ&platform=android&utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","listText":"Find out more here:<a href=\"https://tigr.link/74DGdj?utm_campaign=AC1707206667589EduMbB&utm_medium=tiger_community&shareID=5ea81d1b84defa3b3f4f65087b8f529b&invite=CWBZNJ&lang=en_NZ&platform=android&utm_source=invite\">Tiger BOSS Debit Card - BIG BOSS BASH!</a> Grab your friends, win SGD 888*!","text":"Find out more here:Tiger BOSS Debit Card - BIG BOSS BASH! Grab your friends, win SGD 888*!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288639824089424","isVote":1,"tweetType":1,"viewCount":5714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279342370590968,"gmtCreate":1709220283696,"gmtModify":1709220286662,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HRL\">$荷美尔(HRL)$ </a> ","listText":"<a href=\"https://ttm.financial/S/HRL\">$荷美尔(HRL)$ </a> 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","text":"$美国电话电报(T)$","images":[{"img":"https://community-static.tradeup.com/news/7572c18d88dd40e0ff2b179b1eba0ade","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278620663066784","isVote":1,"tweetType":1,"viewCount":5536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254455131635768,"gmtCreate":1703159598329,"gmtModify":1703159601754,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CMA\">$联信银行(CMA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/CMA\">$联信银行(CMA)$ </a> ","text":"$联信银行(CMA)$","images":[{"img":"https://community-static.tradeup.com/news/2ff9815cccec3c7af71e8d2a9d59679c","width":"588","height":"1072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254455131635768","isVote":1,"tweetType":1,"viewCount":5877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":254455144288496,"gmtCreate":1703159573594,"gmtModify":1703165412564,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BBY\">$百思买(BBY)$ </a> ","listText":"<a href=\"https://ttm.financial/S/BBY\">$百思买(BBY)$ </a> 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Acquisition Corp 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17:19","market":"us","language":"zh","title":"Bank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7","content":"<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages rise too quickly, it is expected to push the Federal Reserve to rate hike at a faster pace.</p><p>Last Friday, data released by the U.S. Department of Labor showed that average hourly wages rose 0.7% month-over-month in January.<b>The growth rate over the past 12 months was 5.7%, the fastest since March 2007.</b>(Except for the first two months of the pandemic).</p><p>It is increasingly believed that the Federal Reserve is lagging behind inflation in terms of policy, and that the U.S. inflation rate is currently growing at its fastest pace in nearly 40 years.</p><p>Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the chairman of the Federal Reserve, I would be more concerned that the factors driving wage increases are not just the exception, and that interest rates will be raised early in the fall.<b>When widespread price increases begin to affect wages, the risk of an inflationary spiral increases, and policy measures lag behind the inflation curve, the Federal Reserve needs to take action.</b>Harris issued his most aggressive appeal to the Federal Reserve this year, according to a recent Bank of America report.<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four more rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In response, Harris pointed out that although the current market view is that the probability of this scenario is only 18%, he still supports this view.<b>The main reasons are:</b>the U.S. economic recovery has not only met the Federal Reserve's targets, but has even exceeded the stop signs.</p><p>Wages are soaring in almost all income groups.</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Federal Reserve stated that, under a flexible average inflation target, an inflation rate above the 2% target is allowed in order to achieve full employment.</p><p>However, with inflation rising to around 7% and the labor market becoming increasingly tight, the Federal Reserve is now accelerating its efforts to \"catch up\" and change monetary policy to address the severe inflation situation.</p><p><b>Harris points out that wages are soaring across almost all income brackets.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hotel industry, which was most severely affected by the pandemic, saw the largest wage increases.</b>It has increased by 13% in the past year. Wages in the financial sector rose 4.8%, while wages in the retail sector increased by 7.1%.</p><p>As previously mentioned in an article, wage increases are \"flourishing across the board.\" In addition to raising wages for lower- and middle-class workers, Wall Street financial institutions are also racing to increase employee salaries. Last month, Biden also issued an executive order to raise the minimum wage for federal employees to $15.</p><p>Soaring wages are part of a \"big wave of resignations\"</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The trend of soaring wages can be seen as part of the \"Great Resignation Wave,\" which refers to the sharp increase in the number of people leaving their jobs in the United States since 2021, with the turnover rate reaching its highest level in nearly 20 years. According to data from the U.S. Department of Labor, 47.4 million people changed or left their jobs in the U.S. workforce in 2021.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>In a report, Goldman Sachs economists Joseph Briggs and David Mericle pointed out that the \"wave of resignations\" includes two distinct but interrelated trends:<b>Millions of workers left the workforce, and millions more resigned for better, higher-paying jobs. These trends have pushed wage increases to an increasingly worrying level: a spiral of wage inflation.</b></p><p>Goldman Sachs data shows that U.S. wage growth will slow this year, but only slightly, and is expected to reach around 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists point out that labor costs are rising faster than the 2% inflation target, which could keep inflation rising, and the Federal Reserve will take more aggressive measures.</p><p>rate hike 50 basis points \"reasonable\" but inconsistent with Powell's \"humble\" attitude</p><p>The market has been slowly increasing its investment in Federal Reserve rate hike, with five rate hike expected this year, but more rate hike are still possible, and at a faster pace. Although traders generally expect the Federal Reserve to rate hike by 25 basis points in March, the possibility cannot be ruled out that the Fed will opt for a one-time significant rate hike of 50 basis points in March.<b>The probability of rate hike reaching 50 basis points has now risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>rate hike’s 50 basis points would be “a reasonable thing,” but this is inconsistent with the “humble” attitude supported by Federal Reserve Chairman Powell at the press conference following the January FOMC meeting. Allianz Group's chief economic advisor, Mohamed El-Erian, said on CNBC's Squawk Box program on Monday that the Federal Reserve's policies are outdated and he hopes they can revive their inflation rhetoric and control wage growth. Previously, El-Erian warned in a column that the longer the delay, the greater the risk of policy tightening. Far from ensuring a soft landing for the economy, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>In fact, he does not believe that rate hike will damage the economy, as long as the Federal Reserve sends an accurate message that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Federal Reserve's actions in mid-2005, when the Fed conducted 17 consecutive rate hike in an attempt to cool the out-of-control housing market. When discussing the expected 11 rate hike by 2023, Harris stated:</p><p>This is not a radical prediction; for a central bank starting from scratch, it is simply a path of less resistance.</body></html></p>","source":"wallstreetcn_api","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>Bank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America's \"astonishing\" forecast: The Federal Reserve will rate hike seven times this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-02-08 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rising wages are good news for workers, but bad news for the Federal Reserve. If wages rise too quickly, it is expected to push the Federal Reserve to rate hike at a faster pace.</p><p>Last Friday, data released by the U.S. Department of Labor showed that average hourly wages rose 0.7% month-over-month in January.<b>The growth rate over the past 12 months was 5.7%, the fastest since March 2007.</b>(Except for the first two months of the pandemic).</p><p>It is increasingly believed that the Federal Reserve is lagging behind inflation in terms of policy, and that the U.S. inflation rate is currently growing at its fastest pace in nearly 40 years.</p><p>Monday,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Ethan Harris, head of global economic research, said in a conference call with CNBC:</p><p>If I were the chairman of the Federal Reserve, I would be more concerned that the factors driving wage increases are not just the exception, and that interest rates will be raised early in the fall.<b>When widespread price increases begin to affect wages, the risk of an inflationary spiral increases, and policy measures lag behind the inflation curve, the Federal Reserve needs to take action.</b>Harris issued his most aggressive appeal to the Federal Reserve this year, according to a recent Bank of America report.<b>There will be seven rate hike in 2022, each with a rate hike of 25 basis points, and four more rate hike next year.</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>In response, Harris pointed out that although the current market view is that the probability of this scenario is only 18%, he still supports this view.<b>The main reasons are:</b>the U.S. economic recovery has not only met the Federal Reserve's targets, but has even exceeded the stop signs.</p><p>Wages are soaring in almost all income groups.</p><p>During the conference call, Harris mentioned the new approach to monetary policy approved by the Federal Reserve in September 2020. The Federal Reserve stated that, under a flexible average inflation target, an inflation rate above the 2% target is allowed in order to achieve full employment.</p><p>However, with inflation rising to around 7% and the labor market becoming increasingly tight, the Federal Reserve is now accelerating its efforts to \"catch up\" and change monetary policy to address the severe inflation situation.</p><p><b>Harris points out that wages are soaring across almost all income brackets.</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>The leisure and hotel industry, which was most severely affected by the pandemic, saw the largest wage increases.</b>It has increased by 13% in the past year. Wages in the financial sector rose 4.8%, while wages in the retail sector increased by 7.1%.</p><p>As previously mentioned in an article, wage increases are \"flourishing across the board.\" In addition to raising wages for lower- and middle-class workers, Wall Street financial institutions are also racing to increase employee salaries. Last month, Biden also issued an executive order to raise the minimum wage for federal employees to $15.</p><p>Soaring wages are part of a \"big wave of resignations\"</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The trend of soaring wages can be seen as part of the \"Great Resignation Wave,\" which refers to the sharp increase in the number of people leaving their jobs in the United States since 2021, with the turnover rate reaching its highest level in nearly 20 years. According to data from the U.S. Department of Labor, 47.4 million people changed or left their jobs in the U.S. workforce in 2021.</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>In a report, Goldman Sachs economists Joseph Briggs and David Mericle pointed out that the \"wave of resignations\" includes two distinct but interrelated trends:<b>Millions of workers left the workforce, and millions more resigned for better, higher-paying jobs. These trends have pushed wage increases to an increasingly worrying level: a spiral of wage inflation.</b></p><p>Goldman Sachs data shows that U.S. wage growth will slow this year, but only slightly, and is expected to reach around 5% this year.<b>It is worth mentioning that Goldman Sachs predicts that there will be four rate hike in 2022.</b></p><p>Goldman Sachs economists point out that labor costs are rising faster than the 2% inflation target, which could keep inflation rising, and the Federal Reserve will take more aggressive measures.</p><p>rate hike 50 basis points \"reasonable\" but inconsistent with Powell's \"humble\" attitude</p><p>The market has been slowly increasing its investment in Federal Reserve rate hike, with five rate hike expected this year, but more rate hike are still possible, and at a faster pace. Although traders generally expect the Federal Reserve to rate hike by 25 basis points in March, the possibility cannot be ruled out that the Fed will opt for a one-time significant rate hike of 50 basis points in March.<b>The probability of rate hike reaching 50 basis points has now risen to nearly 30%.</b></p><p><b>Harris said:</b></p><p>rate hike’s 50 basis points would be “a reasonable thing,” but this is inconsistent with the “humble” attitude supported by Federal Reserve Chairman Powell at the press conference following the January FOMC meeting. Allianz Group's chief economic advisor, Mohamed El-Erian, said on CNBC's Squawk Box program on Monday that the Federal Reserve's policies are outdated and he hopes they can revive their inflation rhetoric and control wage growth. Previously, El-Erian warned in a column that the longer the delay, the greater the risk of policy tightening. Far from ensuring a soft landing for the economy, the Federal Reserve and the European Central Bank may be forced to adopt excessive \"catch-up\" tightening policies.</p><p>In addition, Harris pointed out,<b>In fact, he does not believe that rate hike will damage the economy, as long as the Federal Reserve sends an accurate message that rate hike aims to control inflation, not curb economic growth.</b></p><p>Harris added that this rate hike cycle may be similar to the Federal Reserve's actions in mid-2005, when the Fed conducted 17 consecutive rate hike in an attempt to cool the out-of-control housing market. When discussing the expected 11 rate hike by 2023, Harris stated:</p><p>This is not a radical prediction; for a central bank starting from scratch, it is simply a path of less resistance.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3651382\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{".DJI":"道琼斯","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","BK4504":"桥水持仓","BK4559":"巴菲特持仓"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息,但于美联储而言却是坏消息。如果工资增长过快,预计将推动美联储以更快的速度加息。上周五,美国劳工部公布的数据显示,1月份平均时薪环比增长0.7%,过去12个月的增幅为5.7%,这是自2007年3月以来增速最快的一次(疫情初期的两个月除外)。人们越来越多地认为,美联储在政策方面落后于通胀增速,目前美国通胀率正以近40年来最快的速度增长。周一,美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示:如果我是美联储主席,我会更加担心推动工资上涨的因素不仅仅是例外情况,并在秋天早些时候提高利率。当存在广泛的物价上涨,并开始影响到工资,通胀螺旋风险加大,政策措施就落后于通胀曲线,美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁,美银最新报告指出,2022年将有七次加息,每次加息25个基点,明年还会有四次加息。对此,Harris指出,尽管目前市场观点认为这种情况的可能性只有18%,但他依然支持这个观点,主要原因在于:美国经济复苏不仅达到了美联储的目标,甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示,在灵活的平均通胀目标下,为了实现充分就业,允许通胀率高于2%的目标。但随着通胀率增长到7%左右,劳动力市场越来越紧张,美联储现在加速“追赶”,改变货币政策进而应对严峻的通胀形势。Harris指出,几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大,在过去一年的上涨了13%。金融行业的工资上涨了4.8%,而零售行业的工资更是上涨了7.1%。此前见闻文章提及,加薪“全面开花”,除了中低阶层工人提高了工资,华尔街金融机构也“你追我赶”地增加员工薪资,拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分,“大辞职潮”是指2021年以来,美国离职人数陡增,离职率处于近20年来最高水平。根据美国劳工部数据,2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出,“大辞职潮”包括两个截然不同但相互关联的趋势:数百万工人离开了劳动力大军,还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平,即工资通胀螺旋上升。高盛数据显示,今年美国工资增长将会放缓,但只是小幅放缓,到今年预计会达到5%左右。值得一提的是,高盛预计,2022年将有四次加息。高盛经济学家指出,劳动力成本的增长速度快于2%的通胀目标,这可能会使通胀继续走高,美联储将采取更激进的应对措施。加息50个基点“合理”,但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息,预计今年将有五次加息,但仍有可能加息更多次,而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点,但也不排除美联储3月选择一次性大幅加息50个基点,目前加息50个基点的可能性已升至近30%。Harris表示:加息50个基点将是\"一件合理的事情\",但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"(humble)态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示,美联储政策已经落后,希望他们能重拾通胀论调,控制工资增长。此前,El-Erian在专栏文章中发出警告,越拖延,政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆,反而可能被迫采取过度的“追赶性”紧缩政策。此外,Harris指出,实际上,他不认为加息会破坏经济,只要美联储传达出准确的信息,即加息旨在控制通胀,而不是遏制经济增长。Harris补充称,本轮加息周期可能类似于美联储在2005年中期的举措,当时美联储连续17次加息,目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时,Harris表示:这并不是一个激进的预测,对于一个从零开始的央行来说,这只是一条阻力较小的道路。","news_type":1,"symbols_score_info":{".DJI":1,"SPY":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":2651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093630803,"gmtCreate":1643603403130,"gmtModify":1676533835374,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"😊","listText":"😊","text":"😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093630803","repostId":"1189896486","repostType":4,"repost":{"id":"1189896486","kind":"news","pubTimestamp":1643602160,"share":"https://ttm.financial/m/news/1189896486?lang=en_US&edition=fundamental","pubTime":"2022-01-31 12:09","market":"sh","language":"zh","title":"Hong Kong stocks close out the Year of the Ox: The Hang Seng Index fell 21% for the year, while PetroChina rose 79%, making it the best-performing blue-chip stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189896486","media":"新浪财经","summary":"1月31日消息,港股迎来牛年最后交易日,明日为中国农历新年,迎来虎年。截至今日收盘,港股涨1.07%,报23802.26点。港股在牛年(2021年2月12日至2022年1月31日)全年跌21%,从猪年","content":"<p><html><head></head><body>January 31 news: Hong Kong stocks usher in the last trading day of the Year of the Ox, with tomorrow being the Chinese Lunar New Year, ushering in the Year of the Tiger. At today's close, Hong Kong stocks rose 1.07% to 23,802.26 points. Hong Kong stocks fell 21% during the Year of the Ox (February 12, 2021 to January 31, 2022), rising from 30,173.57 points at the close of the Year of the Pig to a high of 31,183.36 points at the beginning of the Year of the Ox, before falling all the way down, with a low of below 23,000 points. The Hang Seng Tech Index has been halved, falling from over 11,000 points at the beginning of the year to the current 5,419.89 points. In the Year of the Ox, Hong Kong stocks saw PetroChina rise by as much as 79%, making it the best-performing blue-chip, while Haidilao fell by nearly 80%, making it the worst-performing blue-chip.</p><p>Looking at the entire year of the Year of the Ox (as of the day before the Hong Kong stock market close) (the following data range in this article: from the closing price on Lunar New Year's Eve of the Year of the Pig to the closing price on January 30, 2022), the specific performance of major global stock indices is as follows: the Hang Seng Index fell by 21.6% throughout the year, the Hang Seng Tech Index fell by 48%, the ChiNext Index and the Shenzhen Composite Index fell by 14.8% and 16.5% respectively, the Shanghai Composite Index fell by 8%, the Nasdaq Index also fell by 1.4%, the French stock index surged by 22.8%, leading the major stock indices, the S&P 500 rose by 13.4%, and the Dow Jones Industrial Average rose by 10.5%.<img src=\"https://static.tigerbbs.com/31c53ec3f0a2d7ee9bd6987989fb23eb\" tg-width=\"481\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/>Looking at the Year of the Ox, the best-performing blue-chip stock in Hong Kong was PetroChina, with a gain of 72.4%. Li Ka-shing's companies led the gains, with Cheung Kong Asset Holdings up 38.7%, Power Holdings up 29.9%, and Cheung Kong Infrastructure Holdings up 21.1%.<img src=\"https://static.tigerbbs.com/bdb69cb8a702f8c57a681d2352327695\" tg-width=\"481\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the worst-performing blue-chip stocks in the Year of the Ox, Haidilao plunged 80%, leading the decline, Alibaba Health plunged 78%, Alibaba and Meituan saw their share prices halved, Xiaomi fell by more than 40%, and Tencent fell by 37.6%.</p><p><img src=\"https://static.tigerbbs.com/5aa81475b8572eaecb8f702ce700d81e\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Looking at Hong Kong Stock Connect stocks, the best-performing stock in the Year of the Ox was Shandong Molong, which has a steel concept, with a gain of more than 3 times. Xtep International, the pride of domestic products, rose by 286%. Yancoal Energy, which has a coal concept, also rose by 2 times. Green electricity concept stocks also saw the largest gains. CGN New Energy, China Resources Power, and China Power doubled in value. COSCO Shipping Holdings and Pacific Shipping, which have a shipping concept, doubled in value. Jingcheng Electromechanical, which has a hydrogen concept, rose by 120%.</p><p><img src=\"https://static.tigerbbs.com/e80f198e722ab836714673de6ebf5d66\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>Among the top 20 decliners in the Hong Kong Stock Connect program, China Evergrande, mired in a cash flow crisis, led the decline with an 89.6% drop, followed by Evergrande Property with an 86% drop. Education stocks under the new \"double reduction\" regulations saw the largest declines, with Sikaole Education falling 89%, Guangzheng Education falling 85%, New Oriental Online falling 84%, and Tianli Education falling 81%. Class B pharmaceutical stocks were sold off by funds, with Xintong Medical falling 83%, WuXi Junuo falling 78%, and online healthcare companies Alibaba Health and Ping An Good Doctor suffering heavy losses. Catering stocks plummeted, with Haidilao and Xiabuxiabu falling by more than 80%, and Yihai International down 78%. Under the pressure of mainland property debt repayment, apart from Evergrande, Xiang Sheng Holdings fell by 81% and China Aoyuan fell by 77%. Kuaishou is the only internet company to experience a decline of more than 70%.</p><p><img src=\"https://static.tigerbbs.com/73149fc69f80b1d6ad8b107462456e13\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Hong Kong Stock Market Arrangements during the Spring Festival: Opening on the Fourth Day of the Lunar New Year</p><p>According to the trading arrangements between Shanghai, Hong Kong and Shenzhen, A-shares will be closed from January 31 (Monday) to February 6 (Sunday), and will reopen as usual from February 7 (Monday). On January 31, the Hong Kong stock market will be closed for half a day and three and a half days starting in the afternoon. The Hong Kong stock market will be open for one day on February 4 (Friday, the fourth day of the Lunar New Year), and the Hong Kong stock market will be closed for the weekend on February 5 (Saturday) and February 6 (Sunday).</p><p>In addition, according to the Shanghai and Shenzhen Stock Exchanges, the Stock Connect service will not be available from January 27 (Thursday) to February 6 (Sunday), and the Stock Connect service will resume as usual from February 7 (Monday). According to the Hong Kong Stock Exchange's arrangements, northbound trading will be normal on the 27th and 28th, while southbound trading will be closed. Northbound and southbound trading will resume normally from February 7th.</p><p><img src=\"https://static.tigerbbs.com/52b7fc77593e4d3455cd5d005608feea\" tg-width=\"509\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>Institutional outlook for 2022: Hong Kong stocks are expected to bottom out and revive.</p><p>Zhang Yidong of Xingzheng Securities Strategy stated that Hong Kong stocks will gradually become less sensitive to the volatility of US stocks in 2022, and are expected to see the return of overseas funds from other emerging markets. He maintained his judgment that \"Hong Kong stocks will rebound in a mini bull market\" in 2022. As a \"global valuation haven,\" Hong Kong stocks are expected to see a dual increase in both domestic and foreign investors' willingness to increase their holdings in 2022, based on China's monetary and fiscal policies to stabilize the economy and the marginal improvement in the policy environment for industries such as real estate and the Internet.</p><p>CICC Strategy believes that, given the favorable policy environment and low valuation levels, 2022 may be a year of mean return for the Hong Kong stock market. With favorable domestic policies taking further effect at the beginning of the year, especially after short-term uncertainties gradually subside, we remain positive about the prospects of overseas Chinese stocks, which are expected to attract more capital inflows. From a technical perspective, the short-selling ratio has climbed to a relatively historical high, indicating that market sentiment has reached a high level, which is often a bottoming signal for the market in the short term.</p><p><img src=\"https://static.tigerbbs.com/c2f253d358375fec615fc2d110f928fc\" tg-width=\"550\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"XLCJ","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>Hong Kong stocks close out the Year of the Ox: The Hang Seng Index fell 21% for the year, while PetroChina rose 79%, making it the best-performing blue-chip stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong stocks close out the Year of the Ox: The Hang Seng Index fell 21% for the year, while PetroChina rose 79%, making it the best-performing blue-chip stock.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-01-31 12:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>January 31 news: Hong Kong stocks usher in the last trading day of the Year of the Ox, with tomorrow being the Chinese Lunar New Year, ushering in the Year of the Tiger. At today's close, Hong Kong stocks rose 1.07% to 23,802.26 points. Hong Kong stocks fell 21% during the Year of the Ox (February 12, 2021 to January 31, 2022), rising from 30,173.57 points at the close of the Year of the Pig to a high of 31,183.36 points at the beginning of the Year of the Ox, before falling all the way down, with a low of below 23,000 points. The Hang Seng Tech Index has been halved, falling from over 11,000 points at the beginning of the year to the current 5,419.89 points. In the Year of the Ox, Hong Kong stocks saw PetroChina rise by as much as 79%, making it the best-performing blue-chip, while Haidilao fell by nearly 80%, making it the worst-performing blue-chip.</p><p>Looking at the entire year of the Year of the Ox (as of the day before the Hong Kong stock market close) (the following data range in this article: from the closing price on Lunar New Year's Eve of the Year of the Pig to the closing price on January 30, 2022), the specific performance of major global stock indices is as follows: the Hang Seng Index fell by 21.6% throughout the year, the Hang Seng Tech Index fell by 48%, the ChiNext Index and the Shenzhen Composite Index fell by 14.8% and 16.5% respectively, the Shanghai Composite Index fell by 8%, the Nasdaq Index also fell by 1.4%, the French stock index surged by 22.8%, leading the major stock indices, the S&P 500 rose by 13.4%, and the Dow Jones Industrial Average rose by 10.5%.<img src=\"https://static.tigerbbs.com/31c53ec3f0a2d7ee9bd6987989fb23eb\" tg-width=\"481\" tg-height=\"731\" referrerpolicy=\"no-referrer\"/>Looking at the Year of the Ox, the best-performing blue-chip stock in Hong Kong was PetroChina, with a gain of 72.4%. Li Ka-shing's companies led the gains, with Cheung Kong Asset Holdings up 38.7%, Power Holdings up 29.9%, and Cheung Kong Infrastructure Holdings up 21.1%.<img src=\"https://static.tigerbbs.com/bdb69cb8a702f8c57a681d2352327695\" tg-width=\"481\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the worst-performing blue-chip stocks in the Year of the Ox, Haidilao plunged 80%, leading the decline, Alibaba Health plunged 78%, Alibaba and Meituan saw their share prices halved, Xiaomi fell by more than 40%, and Tencent fell by 37.6%.</p><p><img src=\"https://static.tigerbbs.com/5aa81475b8572eaecb8f702ce700d81e\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Looking at Hong Kong Stock Connect stocks, the best-performing stock in the Year of the Ox was Shandong Molong, which has a steel concept, with a gain of more than 3 times. Xtep International, the pride of domestic products, rose by 286%. Yancoal Energy, which has a coal concept, also rose by 2 times. Green electricity concept stocks also saw the largest gains. CGN New Energy, China Resources Power, and China Power doubled in value. COSCO Shipping Holdings and Pacific Shipping, which have a shipping concept, doubled in value. Jingcheng Electromechanical, which has a hydrogen concept, rose by 120%.</p><p><img src=\"https://static.tigerbbs.com/e80f198e722ab836714673de6ebf5d66\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p>Among the top 20 decliners in the Hong Kong Stock Connect program, China Evergrande, mired in a cash flow crisis, led the decline with an 89.6% drop, followed by Evergrande Property with an 86% drop. Education stocks under the new \"double reduction\" regulations saw the largest declines, with Sikaole Education falling 89%, Guangzheng Education falling 85%, New Oriental Online falling 84%, and Tianli Education falling 81%. Class B pharmaceutical stocks were sold off by funds, with Xintong Medical falling 83%, WuXi Junuo falling 78%, and online healthcare companies Alibaba Health and Ping An Good Doctor suffering heavy losses. Catering stocks plummeted, with Haidilao and Xiabuxiabu falling by more than 80%, and Yihai International down 78%. Under the pressure of mainland property debt repayment, apart from Evergrande, Xiang Sheng Holdings fell by 81% and China Aoyuan fell by 77%. Kuaishou is the only internet company to experience a decline of more than 70%.</p><p><img src=\"https://static.tigerbbs.com/73149fc69f80b1d6ad8b107462456e13\" tg-width=\"550\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>Hong Kong Stock Market Arrangements during the Spring Festival: Opening on the Fourth Day of the Lunar New Year</p><p>According to the trading arrangements between Shanghai, Hong Kong and Shenzhen, A-shares will be closed from January 31 (Monday) to February 6 (Sunday), and will reopen as usual from February 7 (Monday). On January 31, the Hong Kong stock market will be closed for half a day and three and a half days starting in the afternoon. The Hong Kong stock market will be open for one day on February 4 (Friday, the fourth day of the Lunar New Year), and the Hong Kong stock market will be closed for the weekend on February 5 (Saturday) and February 6 (Sunday).</p><p>In addition, according to the Shanghai and Shenzhen Stock Exchanges, the Stock Connect service will not be available from January 27 (Thursday) to February 6 (Sunday), and the Stock Connect service will resume as usual from February 7 (Monday). According to the Hong Kong Stock Exchange's arrangements, northbound trading will be normal on the 27th and 28th, while southbound trading will be closed. Northbound and southbound trading will resume normally from February 7th.</p><p><img src=\"https://static.tigerbbs.com/52b7fc77593e4d3455cd5d005608feea\" tg-width=\"509\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>Institutional outlook for 2022: Hong Kong stocks are expected to bottom out and revive.</p><p>Zhang Yidong of Xingzheng Securities Strategy stated that Hong Kong stocks will gradually become less sensitive to the volatility of US stocks in 2022, and are expected to see the return of overseas funds from other emerging markets. He maintained his judgment that \"Hong Kong stocks will rebound in a mini bull market\" in 2022. As a \"global valuation haven,\" Hong Kong stocks are expected to see a dual increase in both domestic and foreign investors' willingness to increase their holdings in 2022, based on China's monetary and fiscal policies to stabilize the economy and the marginal improvement in the policy environment for industries such as real estate and the Internet.</p><p>CICC Strategy believes that, given the favorable policy environment and low valuation levels, 2022 may be a year of mean return for the Hong Kong stock market. With favorable domestic policies taking further effect at the beginning of the year, especially after short-term uncertainties gradually subside, we remain positive about the prospects of overseas Chinese stocks, which are expected to attract more capital inflows. From a technical perspective, the short-selling ratio has climbed to a relatively historical high, indicating that market sentiment has reached a high level, which is often a bottoming signal for the market in the short term.</p><p><img src=\"https://static.tigerbbs.com/c2f253d358375fec615fc2d110f928fc\" tg-width=\"550\" tg-height=\"1009\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSCEI":"国企指数","HSCCI":"红筹指数","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2022-01-31/doc-ikyakumy3303451.shtml?cref=cj","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189896486","content_text":"1月31日消息,港股迎来牛年最后交易日,明日为中国农历新年,迎来虎年。截至今日收盘,港股涨1.07%,报23802.26点。港股在牛年(2021年2月12日至2022年1月31日)全年跌21%,从猪年年收盘位的30173.57点涨至牛年初最高31183.36点,随后一路下跌,最低跌破23000点。恒生科技指数惨遭腰斩,从年初的11000多点跌至目前的5419.89点。港股牛年,中国石油涨幅高达79%,为表现最佳蓝筹,海底捞跌幅近80%,为表现最差蓝筹。牛年全年(截至港股收官前一天)来看,(本文以下数据范围:从猪年除夕收盘价至2022年1月30日收盘价),全球主要股指具体表现如下:恒生指数全年跌21.6%,恒生科技指数跌48%,创业板指、深指跌幅分别为14.8%和16.5%,沪指跌8%,纳斯达克指数也跌1.4%,法国股指大涨22.8%领涨主要股指表现,标普500涨13.4%,道指涨10.5%。牛年全年来看,港股表现最好的蓝筹是中国石油,牛年涨幅高达72.4%,李嘉诚旗下公司涨幅居前,长实集团涨38.7%,电能实业涨29.9%,长江基建集团涨21.1%。牛年表现最差蓝筹来看,海底捞重挫80%领跌蓝筹,阿里健康重挫78%,阿里、美团股价腰斩,小米跌超40%,腾讯跌37.6%。港股通个股来看,牛年涨幅最好的是具有钢铁概念的山东墨龙,涨幅超3倍,国货之光的特步国际涨幅286%,煤炭概念的兖煤能源也涨2倍以及绿电概念股涨幅居前,中广核新能源、华润电力、中国电力等涨幅翻倍,航运概念的中远海控、太平洋航运涨幅翻倍,氢概念的京城机电涨120%。港股通个股跌幅前20来看,深陷资金链危机的中国恒大跌幅89.6%领跌,恒大物业跌86%;双减新规下的教育股跌幅居前,思考乐教育跌89%,光正教育跌85%,新东方在线跌84%,天立教育跌81%;B类医药股遭资金抛售,心通医疗跌83%,药明巨诺跌78%,在线医疗的阿里健康、平安好医生重挫;餐饮股重挫,海底捞、呷哺呷哺跌超80%,颐海国际跌78%;内房偿债压力下,除了恒大,祥生控股跌81%,中国奥园跌77%;快手则是互联网公司中唯一一个跌幅超过70%的。港股春节期间股市安排:正月初四开市根据沪港深三地交易安排,1月31日(星期一)至2月6日(星期日)A股休市,2月7日(星期一)起照常开市。1月31日港股半日市,下午起休市三天半,2月4日(正月初四,星期五)港股开市一天,2月5号(星期六)、2月6号(星期日)为周末港股休市。此外,据沪深交易所,1月27日(星期四)至2月6日(星期日)不提供港股通服务,2月7日(星期一)起照常开通港股通服务。根据港交所安排,27日、28日北向正常交易,南向关闭,2月7日起北向、南向正常交易。机构展望2022年:港股有望底部重生兴证策略张忆东表示,中国港股2022年对于美股的动荡将逐步脱敏,有望迎来海外资金从其他新兴市场回归,维持2022年“港股反弹小牛市”的判断。港股作为“全球估值洼地”,基于中国稳经济的货币政策、财政政策发力以及中国房地产、互联网等产业政策环境边际改善,2022年港股将迎来内资和外资增持意愿的双重提升。中金策略认为,考虑到有利的政策环境和较低的估值水平,2022年港股市场可能是均值回归的一年。随着国内利好政策年初进一步发力,尤其是短期不确定性逐步消退后,我们对海外中资股前景依然保持积极,有望吸引更多资金流入。从技术角度来看,卖空成交比率攀升至历史相对高位,表明市场情绪也已经释放到一个较高位置,这往往是短期市场的底部信号。","news_type":1,"symbols_score_info":{"HSCEI":0,"HSI":0,"HSTECH":0,"HSCCI":0}},"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348029488,"gmtCreate":1617870598244,"gmtModify":1704704162565,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FTCV\">$Fintech Acquisition Corp V(FTCV)$</a>?","listText":"<a href=\"https://laohu8.com/S/FTCV\">$Fintech Acquisition Corp V(FTCV)$</a>?","text":"$Fintech Acquisition Corp V(FTCV)$?","images":[{"img":"https://static.tigerbbs.com/9c7e4f63b50832ab707e6d1e741be8f7","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348029488","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":417068022165712,"gmtCreate":1742841969598,"gmtModify":1742958339262,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a> ","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$ </a> ","text":"$美国超微公司(AMD)$","images":[{"img":"https://community-static.tradeup.com/news/65d3e6ae84e719c047e2223e07aed3b3","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/417068022165712","isVote":1,"tweetType":1,"viewCount":4966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9916330977,"gmtCreate":1664506641099,"gmtModify":1676537468149,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AXP\">$美国运通(AXP)$</a>[冷漠] ","listText":"<a href=\"https://ttm.financial/S/AXP\">$美国运通(AXP)$</a>[冷漠] ","text":"$美国运通(AXP)$[冷漠]","images":[{"img":"https://community-static.tradeup.com/news/548a9a7d6c8c2a088881e07d9952d7f3","width":"720","height":"1430"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916330977","isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9092292235,"gmtCreate":1644630313081,"gmtModify":1676533948243,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"🤥","listText":"🤥","text":"🤥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092292235","repostId":"2210450635","repostType":4,"isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098489126,"gmtCreate":1644202365622,"gmtModify":1676533899197,"author":{"id":"3555405117779856","authorId":"3555405117779856","name":"Edwinchua75","avatar":"https://static.tigerbbs.com/27e138347ffad3b247c9b5856f895df1","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555405117779856","authorIdStr":"3555405117779856"},"themes":[],"title":"","htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098489126","repostId":"1129370833","repostType":4,"isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}