Jackyteo86 personal page - To The Moon

Jackyteo86

Jackyteo86

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2022-07-23

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Economists predict: The Federal Reserve rate hike 75 basis points next week and then slow down

2022-11-17

[财迷] [财迷] [财迷] [财迷] [财迷]

2022-09-21

$Global X NASDAQ 100 Covered Call ETF(QYLD)$

2022-09-01

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@首席消费官:【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）

2022-07-12

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Sister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.

2022-04-11

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Sorry, the original content has been removed

2023-06-12

👍👍👍Very good

2023-03-04

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2022-12-15

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@牛转乾坤Superbull: 【馬股分析】一支物超所值的 IPO？！PE 低！股價低！流通票更低！不看你就後悔了！

2022-12-08

Very the Good

Go to Tiger App to see more news

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target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","listText":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","text":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。$達內科技(TEDU)$ 財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","images":[{"img":"https://static.tigerbbs.com/d8c17cc66c8648c89c7f8d0ccf34bfc8","width":"632","height":"428"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620573047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967072292,"gmtCreate":1670241760317,"gmtModify":1676538327247,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967072292","isVote":1,"tweetType":1,"viewCount":4967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219832,"gmtCreate":1669780108926,"gmtModify":1676538242015,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219832","isVote":1,"tweetType":1,"viewCount":5170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219391,"gmtCreate":1669780094913,"gmtModify":1676538242008,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219391","isVote":1,"tweetType":1,"viewCount":4993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963267348,"gmtCreate":1668695861585,"gmtModify":1676538098577,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963267348","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919110592,"gmtCreate":1663749082717,"gmtModify":1676537328865,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","listText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","text":"$Global X NASDAQ 100 Covered Call ETF(QYLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919110592","isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939051894,"gmtCreate":1662030672320,"gmtModify":1676536628725,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"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/9939051894","repostId":"669918160","repostType":1,"repost":{"id":669918160,"gmtCreate":1662028896653,"gmtModify":1676536628567,"author":{"id":"3472778809742911","authorId":"3472778809742911","name":"首席消费官","avatar":"https://static.tigerbbs.com/20ea29a21d2a4d13a41a9a44d28e8cc5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472778809742911","authorIdStr":"3472778809742911"},"themes":[],"title":"","htmlText":"【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）","listText":"【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）","text":"【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）","images":[{"img":"https://static.tigerbbs.com/b705e1c1400a274ad4724c41aa678a00","width":"669","height":"470"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/669918160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077296346,"gmtCreate":1658531747985,"gmtModify":1676536171063,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍&nbsp;","listText":"👍👍👍&nbsp;","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077296346","repostId":"1137706109","repostType":4,"repost":{"id":"1137706109","kind":"news","pubTimestamp":1658506313,"share":"https://ttm.financial/m/news/1137706109?lang=en_US&edition=fundamental","pubTime":"2022-07-23 00:11","market":"us","language":"zh","title":"Economists predict: The Federal Reserve rate hike 75 basis points next week and then slow down","url":"https://stock-news.laohu8.com/highlight/detail?id=1137706109","media":"华尔街见闻","summary":"目前，市场预期下周加息为75个基点的概率已经超过80%。","content":"<p><html><head></head><body>Author: Cao Zexi</p><p>Earlier this month, the market had expected the Federal Reserve to rate hike 100 basis points next week and then maintain its aggressive rate hike pace.</p><p><b>However, the prevailing view among economists is that the Federal Reserve will raise its interest rate rate hike by 75 basis points at its meeting next week, after which it may slow its pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to rate hike by 50 basis points in September, and then rate hike by 25 basis points at each of its two remaining meetings this year. As a result, the Federal Funds rate ceiling will rise to 3.5% by the end of 2022, the highest level since the beginning of 2008.</p><p>Currently, the market expects the probability of rate hike reaching 75 basis points next week to exceed 80%.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Regarding the September meeting, although economists still have a greater than 50% probability of predicting that the Federal Reserve will continue its rate hike of 75 basis points, it is worth noting that, generally speaking, the policy path envisioned by economists is often slightly more hawkish than the Fed's ultimate actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Federal Reserve's monetary policy are now shifting their pricing to 50 basis points for September rate hike, instead of 75 basis points for rate hike that month. Traders made this shift primarily out of concern about a weak U.S. economy or even a slide into recession.</b></p><p>The 75 basis point increase in rate hike in June was the largest rate hike since 1994.</p><p>Powell had already stated that rate hike would \"choose between 50 or 75 basis points\" in July, but so far, statements from major Federal Reserve officials have all hinted at 75 basis points.</p><p><b>In addition, economists expect the Federal Reserve to rate hike by another 25 basis points early next year, bringing interest rates to a peak of 3.75%, after which it will stop rate hike and begin cutting rates by the end of next year.</b></p><p>Kathy Bostjancic, chief U.S. economist at Oxford Economics, said:</p><p>The still strong U.S. labor market and solid consumer spending provide room for the Federal Reserve to continue rapidly raising policy interest rates. Among senior Federal Reserve officials, Fed Governor Christopher Waller is one of the hawkish policymakers, who has expressed support for the July rate hike of 75 basis points instead of 100 basis points. Atlanta Fed President Raphael Bostic also warned that overly aggressive action by the Fed could have negative spillover effects.</p><p>Almost all economists surveyed believe that the Federal Reserve has no intention of rate hike by a full 100 basis points at any time during the current interest rate cycle. However, Nomura Securities' U.S. economic research team is an exception, as they expect the Federal Reserve to rate hike by 100 basis points in July.</p><p>Besides rate hike, economists expect the Federal Reserve to eventually accelerate its balance sheet reduction. The Federal Reserve's shrinking balance sheet began in June, and the Fed is gradually accelerating its shrinking balance sheet, eventually reaching $1.1 trillion annually. Economists predict that the Federal Reserve's balance sheet will fall to $8.4 trillion by the end of the year and to $6.5 trillion by December 2024.</p><p>Most economists believe that the Federal Reserve will eventually sell mortgage-backed securities directly, which is consistent with their stated tendency that, in the long run, the Federal Reserve will only hold U.S. Treasury Bond.</p><p>However, economists have differing views on when the Federal Reserve will begin selling mortgage-backed securities, with most believing it will begin in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its wording on interest rate guidance, pledge to continue rate hike, but not specify the extent of rate hike.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Economists predict: The Federal Reserve rate hike 75 basis points next week and then slow down</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\">\nEconomists predict: The Federal Reserve rate hike 75 basis points next week and then slow down\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\">2022-07-23 00:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Cao Zexi</p><p>Earlier this month, the market had expected the Federal Reserve to rate hike 100 basis points next week and then maintain its aggressive rate hike pace.</p><p><b>However, the prevailing view among economists is that the Federal Reserve will raise its interest rate rate hike by 75 basis points at its meeting next week, after which it may slow its pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to rate hike by 50 basis points in September, and then rate hike by 25 basis points at each of its two remaining meetings this year. As a result, the Federal Funds rate ceiling will rise to 3.5% by the end of 2022, the highest level since the beginning of 2008.</p><p>Currently, the market expects the probability of rate hike reaching 75 basis points next week to exceed 80%.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Regarding the September meeting, although economists still have a greater than 50% probability of predicting that the Federal Reserve will continue its rate hike of 75 basis points, it is worth noting that, generally speaking, the policy path envisioned by economists is often slightly more hawkish than the Fed's ultimate actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Federal Reserve's monetary policy are now shifting their pricing to 50 basis points for September rate hike, instead of 75 basis points for rate hike that month. Traders made this shift primarily out of concern about a weak U.S. economy or even a slide into recession.</b></p><p>The 75 basis point increase in rate hike in June was the largest rate hike since 1994.</p><p>Powell had already stated that rate hike would \"choose between 50 or 75 basis points\" in July, but so far, statements from major Federal Reserve officials have all hinted at 75 basis points.</p><p><b>In addition, economists expect the Federal Reserve to rate hike by another 25 basis points early next year, bringing interest rates to a peak of 3.75%, after which it will stop rate hike and begin cutting rates by the end of next year.</b></p><p>Kathy Bostjancic, chief U.S. economist at Oxford Economics, said:</p><p>The still strong U.S. labor market and solid consumer spending provide room for the Federal Reserve to continue rapidly raising policy interest rates. Among senior Federal Reserve officials, Fed Governor Christopher Waller is one of the hawkish policymakers, who has expressed support for the July rate hike of 75 basis points instead of 100 basis points. Atlanta Fed President Raphael Bostic also warned that overly aggressive action by the Fed could have negative spillover effects.</p><p>Almost all economists surveyed believe that the Federal Reserve has no intention of rate hike by a full 100 basis points at any time during the current interest rate cycle. However, Nomura Securities' U.S. economic research team is an exception, as they expect the Federal Reserve to rate hike by 100 basis points in July.</p><p>Besides rate hike, economists expect the Federal Reserve to eventually accelerate its balance sheet reduction. The Federal Reserve's shrinking balance sheet began in June, and the Fed is gradually accelerating its shrinking balance sheet, eventually reaching $1.1 trillion annually. Economists predict that the Federal Reserve's balance sheet will fall to $8.4 trillion by the end of the year and to $6.5 trillion by December 2024.</p><p>Most economists believe that the Federal Reserve will eventually sell mortgage-backed securities directly, which is consistent with their stated tendency that, in the long run, the Federal Reserve will only hold U.S. Treasury Bond.</p><p>However, economists have differing views on when the Federal Reserve will begin selling mortgage-backed securities, with most believing it will begin in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its wording on interest rate guidance, pledge to continue rate hike, but not specify the extent of rate hike.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3665581\">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/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3665581","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1137706109","content_text":"作者：曹泽熙本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。目前，市场预期下周加息为75个基点的概率已经超过80%。就9月会议而言，虽然经济学家们预测美联储继续加息为75个基点的概率仍然超过50%，但是值得注意的是，通常来说，经济学家所设想的政策路径往往比美联储最终的实际行动要略微更偏鹰派。此外，值得注意的是，押注美联储货币政策的掉期交易者现在正转向定价9月加息50个基点，而不是当月加息75个基点。交易员们之所以会做出这样的转变，主要是出于对美国经济疲软、乃至滑入衰退的担忧。6月加息75个基点是1994年以来的最大加息幅度。鲍威尔早已表示，7月加息将从50或75个基点中“二选一”，不过截至目前，主要的美联储高官表态都暗示75个基点。此外，经济学家们还预计，在明年年初，美联储再加息25个基点，使利率达到3.75％的峰值，然后将会停止加息，并在明年年底前开始降息。牛津经济研究院首席美国经济学家Kathy Bostjancic称：美国仍然强劲的劳动力市场和稳固的消费者支出为美联储继续快速提高政策利率提供了空间。美联储高官中，美联储理事Christopher Waller是偏鹰派的决策者之一，他已经表态支持7月加息75个基点，而非100个基点；亚特兰大联储行长Raphael Bostic也警告称，美联储行动过于剧烈会产生负面的溢出效应。几乎所有参与调查的经济学家都认为，在当前这个利率周期内，美联储任何时候都无意加息整整100个基点。不过，野村证券的美国经济研究团队除外，他们预计美联储7月加息100个基点。除了加息之外，经济学家们预计，美联储最终将加快缩减资产负债表。美联储的缩表始于6月份，美联储正在逐步加快缩表步伐，最终达到每年1.1万亿美元。经济学家预测，到年底，美联储的资产负债表规模将降至8.4万亿美元，到2024年12月将降至6.5万亿美元。大多数经济学家认为，美联储最终将直接出售抵押贷款支持证券，这与他们已经阐明的倾向一致，即长期而言，美联储持有的资产将只有美国国债。不过，经济学家们对美联储何时开始出售抵押贷款支持证券有不同看法，多数人认为会在2023年或者更晚开始。展望7月的会议，经济学家们预计FOMC声明将保留其对利率作出指引的措辞，将承诺继续加息，但不会说明具体加息幅度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078069690,"gmtCreate":1657596926210,"gmtModify":1676536032558,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"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/9078069690","repostId":"2250528579","repostType":4,"repost":{"id":"2250528579","kind":"highlight","pubTimestamp":1657582753,"share":"https://ttm.financial/m/news/2250528579?lang=en_US&edition=fundamental","pubTime":"2022-07-12 07:39","market":"hk","language":"zh","title":"Sister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.","url":"https://stock-news.laohu8.com/highlight/detail?id=2250528579","media":"华尔街见闻","summary":"13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做...","content":"<p><html><head></head><body>Abstract: As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks. On Monday, July 11, ARK Investment Management LLC, managed by Cathie Wood, released its second-quarter position information.</p><p>In the second quarter, the company built long positions in General Motors and the SPDR S&P 500 ETF Trust.</p><p>The company increased its holdings in 96 stocks, including Nvidia, Zoom video communications, 908 Devices Inc., and XPeng Motor ADRs; They reduced their holdings in 218 stocks, including Tesla and Canadian e-commerce company Shopify.</p><p>As of the end of the second quarter, the company's top holdings included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, making it Sister Wood's largest holding company. Following closely behind was ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08% of its position.</p><p>Canadian e-commerce platform Shopify was sold off by Sister Wood in the second quarter, a decrease of 1.4%, and SEA also saw a reduction in its holdings. Tesla shares were reduced by 0.7%.</p><p>As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks.</p><p>Preparing for a recession?</p><p>Is Sister Wood's portfolio adjustment a preparation for a US recession?</p><p>Last month, she stated that the United States was in recession, and she admitted that she underestimated the severity and persistence of inflation in the US.</p><p>Wood said:</p><p>We think we are in a recession. We believe there is a big problem with inventory... I have never seen such a large increase in inventory in my 45-year career. Wood stated that inflation was higher than she expected due to supply chain disruptions and geopolitical risks.</p><p>We were wrong about one thing: we didn't realize that inflation would last so long. I can't believe the supply chain problems have been going on for more than two years, and at that time we hadn't anticipated the Russia-Ukraine conflict. Inflation has always been a bigger problem, but it will plunge us into deflation. Wood believes that consumers are feeling the rapid rise in prices, which is reflected in sentiment data that has fallen to an all-time low. She cited a University of Michigan consumer survey showing that the figure was 50 in June, the lowest level ever.</p><p></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>Sister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.</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\">\nSister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.\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\">2022-07-12 07:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks. On Monday, July 11, ARK Investment Management LLC, managed by Cathie Wood, released its second-quarter position information.</p><p>In the second quarter, the company built long positions in General Motors and the SPDR S&P 500 ETF Trust.</p><p>The company increased its holdings in 96 stocks, including Nvidia, Zoom video communications, 908 Devices Inc., and XPeng Motor ADRs; They reduced their holdings in 218 stocks, including Tesla and Canadian e-commerce company Shopify.</p><p>As of the end of the second quarter, the company's top holdings included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, making it Sister Wood's largest holding company. Following closely behind was ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08% of its position.</p><p>Canadian e-commerce platform Shopify was sold off by Sister Wood in the second quarter, a decrease of 1.4%, and SEA also saw a reduction in its holdings. Tesla shares were reduced by 0.7%.</p><p>As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks.</p><p>Preparing for a recession?</p><p>Is Sister Wood's portfolio adjustment a preparation for a US recession?</p><p>Last month, she stated that the United States was in recession, and she admitted that she underestimated the severity and persistence of inflation in the US.</p><p>Wood said:</p><p>We think we are in a recession. We believe there is a big problem with inventory... I have never seen such a large increase in inventory in my 45-year career. Wood stated that inflation was higher than she expected due to supply chain disruptions and geopolitical risks.</p><p>We were wrong about one thing: we didn't realize that inflation would last so long. I can't believe the supply chain problems have been going on for more than two years, and at that time we hadn't anticipated the Russia-Ukraine conflict. Inflation has always been a bigger problem, but it will plunge us into deflation. Wood believes that consumers are feeling the rapid rise in prices, which is reflected in sentiment data that has fallen to an all-time low. She cited a University of Michigan consumer survey showing that the figure was 50 in June, the lowest level ever.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3664450\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4579":"人工智能","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","NVDA":"英伟达","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK1588":"回港中概股","TSLA":"特斯拉","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK1575":"同股不同权","ARKF":"ARK Fintech Innovation ETF","XPEV":"小鹏集团","BK4527":"明星科技股","BK4543":"AI","BK4099":"汽车制造商","BK4526":"热门中概股","BK4511":"特斯拉概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK1587":"次新股","BK4503":"景林资产持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","ARKK":"ARK Innovation ETF","BK1539":"汽车股","09868":"小鹏集团-W","BK4505":"高瓴资本持仓"},"source_url":"https://wallstreetcn.com/articles/3664450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250528579","content_text":"摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票；减持特斯拉、加拿大电商Shopify等218只股票。截至二季度末，该公司重仓股包括Zoom、特斯拉、以及Roku。具体来看，目前特斯拉占该公司仓位的6.47%，依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM，仓位占6.08%。加拿大电商Shopify在二季度遭到木头姐抛售，减少比例为1.4%，此外SEA也遭到减仓。特斯拉遭减持0.7%。截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。为衰退做准备？木头姐的调仓，是否为美国的衰退做准备？上个月，她曾表示，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。Wood说：我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：我们在一件事上错了，我们没有意识到通胀会持续这么久。供应链的问题，不敢相信，已经持续了两年多的时间，而那个时候我们还没预料到俄乌冲突。通货膨胀一直是一个更大的问题，但它将让我们陷入通货紧缩。Wood认为，消费者正在感受到价格的快速上涨，这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示，6月份这一数据为50，是有史以来的最低水平。","news_type":1,"symbols_score_info":{"ARKK":0.9,"09868":1,"FNGU":1,"EVS.SI":0.6,"TSLA":1,"ARKF":0.9,"XPEV":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059962740,"gmtCreate":1654295985981,"gmtModify":1676535425024,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059962740","repostId":"614055514","repostType":1,"repost":{"id":614055514,"gmtCreate":1653298980000,"gmtModify":1676533137662,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！","htmlText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","listText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","text":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","images":[{"img":"https://static.tigerbbs.com/8de53b4acf0d4afd826e9b2d0f0d6333","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8537176f71a4415999a53ad4495dd1df","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/75093bd4cd5043ab940d055804e2044e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614055514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068369007,"gmtCreate":1651719621114,"gmtModify":1676534956457,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068369007","repostId":"1167535166","repostType":4,"repost":{"id":"1167535166","kind":"news","pubTimestamp":1651718831,"share":"https://ttm.financial/m/news/1167535166?lang=en_US&edition=fundamental","pubTime":"2022-05-05 10:47","market":"us","language":"zh","title":"Commentary on the Fed's May Interest Rate Meeting: The Peak of Hawkishness","url":"https://stock-news.laohu8.com/highlight/detail?id=1167535166","media":"国盛证券","summary":"美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期。","content":"<p><html><head></head><body><b>Authors: Xiong Yuan, Liu Xinyu</b></p><p><b>Events:</b>At 2:00 AM Beijing time on May 5, the Federal Reserve announced its resolution for the May FOMC meeting.</p><p><b>Key conclusions:</b>The Federal Reserve's May meeting saw rate hike reach 50 basis points and announce the start of shrinking balance sheet in June, but its hawkishness was less than expected. Following the meeting, the number of remaining rate hike for the year implied by interest rate futures declined slightly. Reiterating our previous view, the Fed's most hawkish moment may have passed. With the slowdown in the US economy and the decline in inflation, the Fed's hawkish stance is likely to weaken in the second half of the year, market rate hike expectations will also cool down, and this round of rate hike may end early next year.</p><p>1. Key points of the May FOMC meeting: The Fed's rate hike rose by 50 basis points to 0.75-1.0%, in line with market expectations. Powell stated that the next two meetings could see rate hike receive 50 basis points each, followed by rate hike with 25 basis points, and rate hike with 75 basis points not considered. In addition, the Federal Reserve announced that it will begin shrinking balance sheet in June, with an initial tapering of $30 billion in Treasury Bond and $17.5 billion in MBS per month. After three months, it will reach the upper limit of $60 billion in Treasury Bond and $35 billion in MBS per month. The size of the shrinking balance sheet is very close to our previous estimates and is also in line with market expectations. Overall, the hawkishness of this meeting was lower than market expectations.</p><p>2. Changes in asset prices and rate hike expectations: Following the meeting, US stocks and gold extended their gains, while the US Dollar Index and US Treasury yields plummeted. According to Federal Funds rate Futures, the market currently expects rate hike to reach 50 basis points in June and July respectively, which has basically eliminated the possibility of rate hike reaching 75 basis points. The expected number of remaining rate hike this year has also decreased from 8.2 before the meeting to 7.8 (each corresponding to 25 basis points).</p><p>3. rate hike Pace Outlook: Reiterating our previous view: With the slowdown in the US economy and the decline in inflation, the hawkish stance of the Federal Reserve is likely to weaken in the second half of the year, and market rate hike expectations will also cool down. It is expected that the actual rate hike for the whole year will be lower than current market expectations. In addition, the Federal Reserve's current round of rate hike may end early next year.</p><p>4. Asset Class Outlook: The correction in US stocks may be nearing its end, and a recovery is expected in the second half of the year. The Nasdaq is also likely to outperform the S&P 500 again. Pay attention to the disturbances caused by the Russia-Ukraine conflict; The yield on 10-year US Treasury bonds is expected to fluctuate at high levels in the short term, and is likely to decline again in the second half of the year; While the Federal Reserve's dovish shift will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy. With inflation falling, real interest rates rising, and the dollar strengthening, gold is likely to fall.</p><p>The text is as follows:</p><p><b>1. The Federal Reserve rate hike by 50 basis points as expected and announced the start of shrinking balance sheet in June.</b></p><p>rate hike Pace: The Federal Reserve decided to raise the target federal funds rate by 50 basis points to 0.75%-1.0%, in line with market expectations. This marks the first time the rate hike has exceeded 25 basis points since May 2000. Powell stated that the benchmark expectation is that rate hike will be 50 basis points in both of the next two meetings, followed by 25 basis points in each meeting in rate hike and 75 basis points in each meeting in rate hike. The neutral interest rate is expected to be between 2-3%, and rate hike will reach the neutral interest rate level as soon as possible, depending on the situation.</p><p>shrinking balance sheet Plan: This meeting announced shrinking balance sheet’s specific plan, which will begin shrinking balance sheet on June 1 by reducing principal reinvestment. The initial tapering scale will be 30 billion Treasury Bond and 17.5 billion MBS per month, and will reach the upper limit of 60 billion Treasury Bond and 35 billion MBS per month after 3 months. Compared to the 2017 shrinking balance sheet, the initial scale of this shrinking balance sheet is significantly higher, and the time to increase to the upper limit is significantly faster. Overall, the initial scale of this shrinking balance sheet is very close to the calculations in our previous report, \"Federal Reserve March Meeting Looking Ahead and Medium- and Long-Term Outlook - Also Commenting on February Non-Farm Payrolls\". The New York Fed survey shows that the market had already expected the shrinking balance sheet to start in June in early March, and that the initial tapering might reach 30 billion Treasury Bond and 15 billion MBS per month. Therefore, this shrinking balance sheet plan is largely in line with expectations.</p><p>Other important information: The meeting statement mentioned the economic slowdown in the first quarter, but remained optimistic about the overall economy, adding that \"China's pandemic lockdown measures may exacerbate supply chain disruptions. The committee is highly concerned about inflation risks.\" Powell stated that there are no signs that the economy is approaching a recession, and tightening monetary policy is expected to lead to a soft landing for the economy; Current inflation levels are too high, and some evidence suggests that core PCE inflation has peaked, but more data is desired. Efforts will be made to avoid adding further uncertainty in a highly uncertain environment.</p><p><img src=\"https://static.tigerbbs.com/9966491415b2bcbe6a1b536e79b33d11\" tg-width=\"1080\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/264451ddf1a5c01368924691d818daf7\" tg-width=\"1080\" tg-height=\"754\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b07504d2143b9faefbe8f46f937a8be9\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/></p><p><b>3. Reiterating our previous view: The Fed's most hawkish moment may have passed, and expectations for rate hike are expected to gradually cool down.</b></p><p>US Inflation and Economic Outlook: We maintain our previous assessment that the US March CPI of 8.5% year-on-year has most likely peaked, and may remain flat or decline slightly in April. It will accelerate its decline after May, and is expected to fall to around 4.5% by the end of the year. The U.S. economy may experience a recession as early as late 2023 or early 2024, before which the slowdown will gradually intensify.</p><p>Federal Reserve's rate hike Pace Outlook: In previous reports, we have repeatedly pointed out that given that US inflation will not significantly decline until after May, the Fed will remain hawkish in the short term, but is unlikely to become more hawkish. After May, as the economy slows and inflation declines, the Federal Reserve's hawkish stance is likely to weaken, and market rate hike expectations will also cool down. The actual rate hike for the whole year is expected to be lower than current market expectations. Furthermore, considering factors such as term interest rate spreads, PMI patterns, and economic recession risks, the Federal Reserve's current round of rate hike may end early next year.</p><p>Asset Class Outlook: Based on our assessment of the US economy, inflation, and the Federal Reserve's monetary policy, the correction in US stocks may be nearing its end, and a recovery is expected in the second half of the year. Furthermore, the Nasdaq is likely to outperform the S&P 500 again. We should pay attention to the disturbances caused by the Russia-Ukraine conflict. The yield on 10-year US Treasury bonds is expected to fluctuate at high levels in the short term, and is likely to decline again in the second half of the year; While the Federal Reserve's dovish shift will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy. With inflation falling, real interest rates rising, and the dollar strengthening, gold is likely to fall.</p><p><b>Risk Warning:</b>US inflation continues to exceed expectations, the Federal Reserve's policy stance is more hawkish than expected, and the Russia-Ukraine conflict is evolving more than expected.</p><p></body></html></p>","source":"lsy1593757268585","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>Commentary on the Fed's May Interest Rate Meeting: The Peak of Hawkishness</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\">\nCommentary on the Fed's May Interest Rate Meeting: The Peak of Hawkishness\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国盛证券</strong><span class=\"h-time small\">2022-05-05 10:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Authors: Xiong Yuan, Liu Xinyu</b></p><p><b>Events:</b>At 2:00 AM Beijing time on May 5, the Federal Reserve announced its resolution for the May FOMC meeting.</p><p><b>Key conclusions:</b>The Federal Reserve's May meeting saw rate hike reach 50 basis points and announce the start of shrinking balance sheet in June, but its hawkishness was less than expected. Following the meeting, the number of remaining rate hike for the year implied by interest rate futures declined slightly. Reiterating our previous view, the Fed's most hawkish moment may have passed. With the slowdown in the US economy and the decline in inflation, the Fed's hawkish stance is likely to weaken in the second half of the year, market rate hike expectations will also cool down, and this round of rate hike may end early next year.</p><p>1. Key points of the May FOMC meeting: The Fed's rate hike rose by 50 basis points to 0.75-1.0%, in line with market expectations. Powell stated that the next two meetings could see rate hike receive 50 basis points each, followed by rate hike with 25 basis points, and rate hike with 75 basis points not considered. In addition, the Federal Reserve announced that it will begin shrinking balance sheet in June, with an initial tapering of $30 billion in Treasury Bond and $17.5 billion in MBS per month. After three months, it will reach the upper limit of $60 billion in Treasury Bond and $35 billion in MBS per month. The size of the shrinking balance sheet is very close to our previous estimates and is also in line with market expectations. Overall, the hawkishness of this meeting was lower than market expectations.</p><p>2. Changes in asset prices and rate hike expectations: Following the meeting, US stocks and gold extended their gains, while the US Dollar Index and US Treasury yields plummeted. According to Federal Funds rate Futures, the market currently expects rate hike to reach 50 basis points in June and July respectively, which has basically eliminated the possibility of rate hike reaching 75 basis points. The expected number of remaining rate hike this year has also decreased from 8.2 before the meeting to 7.8 (each corresponding to 25 basis points).</p><p>3. rate hike Pace Outlook: Reiterating our previous view: With the slowdown in the US economy and the decline in inflation, the hawkish stance of the Federal Reserve is likely to weaken in the second half of the year, and market rate hike expectations will also cool down. It is expected that the actual rate hike for the whole year will be lower than current market expectations. In addition, the Federal Reserve's current round of rate hike may end early next year.</p><p>4. Asset Class Outlook: The correction in US stocks may be nearing its end, and a recovery is expected in the second half of the year. The Nasdaq is also likely to outperform the S&P 500 again. Pay attention to the disturbances caused by the Russia-Ukraine conflict; The yield on 10-year US Treasury bonds is expected to fluctuate at high levels in the short term, and is likely to decline again in the second half of the year; While the Federal Reserve's dovish shift will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy. With inflation falling, real interest rates rising, and the dollar strengthening, gold is likely to fall.</p><p>The text is as follows:</p><p><b>1. The Federal Reserve rate hike by 50 basis points as expected and announced the start of shrinking balance sheet in June.</b></p><p>rate hike Pace: The Federal Reserve decided to raise the target federal funds rate by 50 basis points to 0.75%-1.0%, in line with market expectations. This marks the first time the rate hike has exceeded 25 basis points since May 2000. Powell stated that the benchmark expectation is that rate hike will be 50 basis points in both of the next two meetings, followed by 25 basis points in each meeting in rate hike and 75 basis points in each meeting in rate hike. The neutral interest rate is expected to be between 2-3%, and rate hike will reach the neutral interest rate level as soon as possible, depending on the situation.</p><p>shrinking balance sheet Plan: This meeting announced shrinking balance sheet’s specific plan, which will begin shrinking balance sheet on June 1 by reducing principal reinvestment. The initial tapering scale will be 30 billion Treasury Bond and 17.5 billion MBS per month, and will reach the upper limit of 60 billion Treasury Bond and 35 billion MBS per month after 3 months. Compared to the 2017 shrinking balance sheet, the initial scale of this shrinking balance sheet is significantly higher, and the time to increase to the upper limit is significantly faster. Overall, the initial scale of this shrinking balance sheet is very close to the calculations in our previous report, \"Federal Reserve March Meeting Looking Ahead and Medium- and Long-Term Outlook - Also Commenting on February Non-Farm Payrolls\". The New York Fed survey shows that the market had already expected the shrinking balance sheet to start in June in early March, and that the initial tapering might reach 30 billion Treasury Bond and 15 billion MBS per month. Therefore, this shrinking balance sheet plan is largely in line with expectations.</p><p>Other important information: The meeting statement mentioned the economic slowdown in the first quarter, but remained optimistic about the overall economy, adding that \"China's pandemic lockdown measures may exacerbate supply chain disruptions. The committee is highly concerned about inflation risks.\" Powell stated that there are no signs that the economy is approaching a recession, and tightening monetary policy is expected to lead to a soft landing for the economy; Current inflation levels are too high, and some evidence suggests that core PCE inflation has peaked, but more data is desired. Efforts will be made to avoid adding further uncertainty in a highly uncertain environment.</p><p><img src=\"https://static.tigerbbs.com/9966491415b2bcbe6a1b536e79b33d11\" tg-width=\"1080\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/264451ddf1a5c01368924691d818daf7\" tg-width=\"1080\" tg-height=\"754\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b07504d2143b9faefbe8f46f937a8be9\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/></p><p><b>3. Reiterating our previous view: The Fed's most hawkish moment may have passed, and expectations for rate hike are expected to gradually cool down.</b></p><p>US Inflation and Economic Outlook: We maintain our previous assessment that the US March CPI of 8.5% year-on-year has most likely peaked, and may remain flat or decline slightly in April. It will accelerate its decline after May, and is expected to fall to around 4.5% by the end of the year. The U.S. economy may experience a recession as early as late 2023 or early 2024, before which the slowdown will gradually intensify.</p><p>Federal Reserve's rate hike Pace Outlook: In previous reports, we have repeatedly pointed out that given that US inflation will not significantly decline until after May, the Fed will remain hawkish in the short term, but is unlikely to become more hawkish. After May, as the economy slows and inflation declines, the Federal Reserve's hawkish stance is likely to weaken, and market rate hike expectations will also cool down. The actual rate hike for the whole year is expected to be lower than current market expectations. Furthermore, considering factors such as term interest rate spreads, PMI patterns, and economic recession risks, the Federal Reserve's current round of rate hike may end early next year.</p><p>Asset Class Outlook: Based on our assessment of the US economy, inflation, and the Federal Reserve's monetary policy, the correction in US stocks may be nearing its end, and a recovery is expected in the second half of the year. Furthermore, the Nasdaq is likely to outperform the S&P 500 again. We should pay attention to the disturbances caused by the Russia-Ukraine conflict. The yield on 10-year US Treasury bonds is expected to fluctuate at high levels in the short term, and is likely to decline again in the second half of the year; While the Federal Reserve's dovish shift will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy. With inflation falling, real interest rates rising, and the dollar strengthening, gold is likely to fall.</p><p><b>Risk Warning:</b>US inflation continues to exceed expectations, the Federal Reserve's policy stance is more hawkish than expected, and the Russia-Ukraine conflict is evolving more than expected.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/718621.html\">国盛证券</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/718621.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167535166","content_text":"作者：熊园、刘新宇事件：北京时间5月5日凌晨2点，美联储公布5月FOMC会议决议。核心结论：美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期;会议过后，利率期货隐含的年内剩余加息次数小幅回落。重申前期观点，美联储最鹰时刻可能已过，伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，并且本轮加息可能在明年初停止。1、5月FOMC会议主要内容：美联储加息50bp至0.75-1.0%，符合市场预期。鲍威尔表示，未来两次会议可能分别加息50bp，之后可能加息25bp，不考虑一次加息75bp。此外，美联储宣布从6月开始缩表，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限，缩表规模与我们之前的测算十分接近，并且也符合市场预期。整体看，本次会议鹰派程度低于市场预期。2、资产价格和加息预期变化：会议过后，美股和黄金涨幅扩大，美元指数和美债收益率快速跳水。联邦基金利率期货显示，目前市场预期6月和7月分别加息50bp，已基本取消了加息75bp的可能性，年内剩余加息次数预期也由会议前的8.2次降至7.8次(一次对应25bp)。3、加息节奏展望：重申前期观点：伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度低于目前的市场预期。此外，美联储本轮加息可能在明年初停止。4、大类资产展望：美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。正文如下：1、美联储如期加息50bp，并宣布6月启动缩表。加息节奏：美联储决定将联邦基金目标利率上调50bp至0.75%-1.0%，符合市场预期，这是自2000年5月以来首次加息超过25bp。鲍威尔称，基准预期是接下来两次会议均会加息50bp，之后可能每次加息25bp，一次加息75bp不在考虑范围;预计中性利率将在2-3%之间，将尽快加息至中性利率水平，之后视情况而定。缩表计划：本次会议公布了缩表具体计划，将从6月1日开始缩表，以减少本金再投资的方式进行，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限。与2017年缩表相比，本次缩表的初始规模明显更高，且提高至上限的时间明显更快。整体来看，本次缩表的初始规模与我们前期报告《美联储3月会议前瞻与中长期展望——兼评2月非农》中的测算结果十分接近，纽约联储调查显示，市场在3月初就已预期到缩表可能从6月开始，并且初始缩债规模可能达到每月300亿国债、150亿MBS。因此，本次缩表计划基本符合预期。其他重要信息：本次会议声明中提及了一季度经济放缓，但对经济整体维持乐观，同时新增了“中国的疫情封锁措施可能加剧供应链中断。委员会高度关注通胀风险”。鲍威尔称，没有迹象表明经济接近衰退，货币政策收紧有望使经济软着陆;当前通胀水平过高，一些证据表明核心PCE通胀已经触顶，但希望观察更多数据;将努力避免在高度不确定的环境中增加更多的不确定性。3、重申前期观点：美联储最鹰时刻可能已过，后续加息预期有望逐步降温。美国通胀与经济展望：维持前期判断，美国3月CPI同比8.5%大概率已触顶，4月可能持平或小降，5月之后会加速回落，年底预计降至4.5%左右。美国经济最早可能在23年底或24年初衰退，在此之前，经济放缓程度会逐渐加剧。美联储加息节奏展望：前期报告中我们曾多次指出，鉴于美国通胀在5月之后才会明显回落，因此短期内美联储仍将维持鹰派，但大概率不会更加鹰派;5月之后，随着经济放缓和通胀回落，美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度将低于目前的市场预期。此外，从期限利差、PMI规律、经济衰退风险等因素综合来看，美联储本轮加息可能在明年初停止。大类资产展望：综合我们对美国经济、通胀、美联储货币政策的判断，美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。风险提示：美国通胀持续超预期，美联储政策立场超预期鹰派，俄乌冲突超预期演化。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014118862,"gmtCreate":1649632603622,"gmtModify":1676534539226,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"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/9014118862","repostId":"1105696070","repostType":4,"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9077296346,"gmtCreate":1658531747985,"gmtModify":1676536171063,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍&nbsp;","listText":"👍👍👍&nbsp;","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077296346","repostId":"1137706109","repostType":4,"repost":{"id":"1137706109","kind":"news","pubTimestamp":1658506313,"share":"https://ttm.financial/m/news/1137706109?lang=en_US&edition=fundamental","pubTime":"2022-07-23 00:11","market":"us","language":"zh","title":"Economists predict: The Federal Reserve rate hike 75 basis points next week and then slow down","url":"https://stock-news.laohu8.com/highlight/detail?id=1137706109","media":"华尔街见闻","summary":"目前，市场预期下周加息为75个基点的概率已经超过80%。","content":"<p><html><head></head><body>Author: Cao Zexi</p><p>Earlier this month, the market had expected the Federal Reserve to rate hike 100 basis points next week and then maintain its aggressive rate hike pace.</p><p><b>However, the prevailing view among economists is that the Federal Reserve will raise its interest rate rate hike by 75 basis points at its meeting next week, after which it may slow its pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to rate hike by 50 basis points in September, and then rate hike by 25 basis points at each of its two remaining meetings this year. As a result, the Federal Funds rate ceiling will rise to 3.5% by the end of 2022, the highest level since the beginning of 2008.</p><p>Currently, the market expects the probability of rate hike reaching 75 basis points next week to exceed 80%.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Regarding the September meeting, although economists still have a greater than 50% probability of predicting that the Federal Reserve will continue its rate hike of 75 basis points, it is worth noting that, generally speaking, the policy path envisioned by economists is often slightly more hawkish than the Fed's ultimate actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Federal Reserve's monetary policy are now shifting their pricing to 50 basis points for September rate hike, instead of 75 basis points for rate hike that month. Traders made this shift primarily out of concern about a weak U.S. economy or even a slide into recession.</b></p><p>The 75 basis point increase in rate hike in June was the largest rate hike since 1994.</p><p>Powell had already stated that rate hike would \"choose between 50 or 75 basis points\" in July, but so far, statements from major Federal Reserve officials have all hinted at 75 basis points.</p><p><b>In addition, economists expect the Federal Reserve to rate hike by another 25 basis points early next year, bringing interest rates to a peak of 3.75%, after which it will stop rate hike and begin cutting rates by the end of next year.</b></p><p>Kathy Bostjancic, chief U.S. economist at Oxford Economics, said:</p><p>The still strong U.S. labor market and solid consumer spending provide room for the Federal Reserve to continue rapidly raising policy interest rates. Among senior Federal Reserve officials, Fed Governor Christopher Waller is one of the hawkish policymakers, who has expressed support for the July rate hike of 75 basis points instead of 100 basis points. Atlanta Fed President Raphael Bostic also warned that overly aggressive action by the Fed could have negative spillover effects.</p><p>Almost all economists surveyed believe that the Federal Reserve has no intention of rate hike by a full 100 basis points at any time during the current interest rate cycle. However, Nomura Securities' U.S. economic research team is an exception, as they expect the Federal Reserve to rate hike by 100 basis points in July.</p><p>Besides rate hike, economists expect the Federal Reserve to eventually accelerate its balance sheet reduction. The Federal Reserve's shrinking balance sheet began in June, and the Fed is gradually accelerating its shrinking balance sheet, eventually reaching $1.1 trillion annually. Economists predict that the Federal Reserve's balance sheet will fall to $8.4 trillion by the end of the year and to $6.5 trillion by December 2024.</p><p>Most economists believe that the Federal Reserve will eventually sell mortgage-backed securities directly, which is consistent with their stated tendency that, in the long run, the Federal Reserve will only hold U.S. Treasury Bond.</p><p>However, economists have differing views on when the Federal Reserve will begin selling mortgage-backed securities, with most believing it will begin in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its wording on interest rate guidance, pledge to continue rate hike, but not specify the extent of rate hike.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Economists predict: The Federal Reserve rate hike 75 basis points next week and then slow down</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\">\nEconomists predict: The Federal Reserve rate hike 75 basis points next week and then slow down\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\">2022-07-23 00:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Cao Zexi</p><p>Earlier this month, the market had expected the Federal Reserve to rate hike 100 basis points next week and then maintain its aggressive rate hike pace.</p><p><b>However, the prevailing view among economists is that the Federal Reserve will raise its interest rate rate hike by 75 basis points at its meeting next week, after which it may slow its pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to rate hike by 50 basis points in September, and then rate hike by 25 basis points at each of its two remaining meetings this year. As a result, the Federal Funds rate ceiling will rise to 3.5% by the end of 2022, the highest level since the beginning of 2008.</p><p>Currently, the market expects the probability of rate hike reaching 75 basis points next week to exceed 80%.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Regarding the September meeting, although economists still have a greater than 50% probability of predicting that the Federal Reserve will continue its rate hike of 75 basis points, it is worth noting that, generally speaking, the policy path envisioned by economists is often slightly more hawkish than the Fed's ultimate actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Federal Reserve's monetary policy are now shifting their pricing to 50 basis points for September rate hike, instead of 75 basis points for rate hike that month. Traders made this shift primarily out of concern about a weak U.S. economy or even a slide into recession.</b></p><p>The 75 basis point increase in rate hike in June was the largest rate hike since 1994.</p><p>Powell had already stated that rate hike would \"choose between 50 or 75 basis points\" in July, but so far, statements from major Federal Reserve officials have all hinted at 75 basis points.</p><p><b>In addition, economists expect the Federal Reserve to rate hike by another 25 basis points early next year, bringing interest rates to a peak of 3.75%, after which it will stop rate hike and begin cutting rates by the end of next year.</b></p><p>Kathy Bostjancic, chief U.S. economist at Oxford Economics, said:</p><p>The still strong U.S. labor market and solid consumer spending provide room for the Federal Reserve to continue rapidly raising policy interest rates. Among senior Federal Reserve officials, Fed Governor Christopher Waller is one of the hawkish policymakers, who has expressed support for the July rate hike of 75 basis points instead of 100 basis points. Atlanta Fed President Raphael Bostic also warned that overly aggressive action by the Fed could have negative spillover effects.</p><p>Almost all economists surveyed believe that the Federal Reserve has no intention of rate hike by a full 100 basis points at any time during the current interest rate cycle. However, Nomura Securities' U.S. economic research team is an exception, as they expect the Federal Reserve to rate hike by 100 basis points in July.</p><p>Besides rate hike, economists expect the Federal Reserve to eventually accelerate its balance sheet reduction. The Federal Reserve's shrinking balance sheet began in June, and the Fed is gradually accelerating its shrinking balance sheet, eventually reaching $1.1 trillion annually. Economists predict that the Federal Reserve's balance sheet will fall to $8.4 trillion by the end of the year and to $6.5 trillion by December 2024.</p><p>Most economists believe that the Federal Reserve will eventually sell mortgage-backed securities directly, which is consistent with their stated tendency that, in the long run, the Federal Reserve will only hold U.S. Treasury Bond.</p><p>However, economists have differing views on when the Federal Reserve will begin selling mortgage-backed securities, with most believing it will begin in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its wording on interest rate guidance, pledge to continue rate hike, but not specify the extent of rate hike.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3665581\">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/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3665581","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1137706109","content_text":"作者：曹泽熙本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。目前，市场预期下周加息为75个基点的概率已经超过80%。就9月会议而言，虽然经济学家们预测美联储继续加息为75个基点的概率仍然超过50%，但是值得注意的是，通常来说，经济学家所设想的政策路径往往比美联储最终的实际行动要略微更偏鹰派。此外，值得注意的是，押注美联储货币政策的掉期交易者现在正转向定价9月加息50个基点，而不是当月加息75个基点。交易员们之所以会做出这样的转变，主要是出于对美国经济疲软、乃至滑入衰退的担忧。6月加息75个基点是1994年以来的最大加息幅度。鲍威尔早已表示，7月加息将从50或75个基点中“二选一”，不过截至目前，主要的美联储高官表态都暗示75个基点。此外，经济学家们还预计，在明年年初，美联储再加息25个基点，使利率达到3.75％的峰值，然后将会停止加息，并在明年年底前开始降息。牛津经济研究院首席美国经济学家Kathy Bostjancic称：美国仍然强劲的劳动力市场和稳固的消费者支出为美联储继续快速提高政策利率提供了空间。美联储高官中，美联储理事Christopher Waller是偏鹰派的决策者之一，他已经表态支持7月加息75个基点，而非100个基点；亚特兰大联储行长Raphael Bostic也警告称，美联储行动过于剧烈会产生负面的溢出效应。几乎所有参与调查的经济学家都认为，在当前这个利率周期内，美联储任何时候都无意加息整整100个基点。不过，野村证券的美国经济研究团队除外，他们预计美联储7月加息100个基点。除了加息之外，经济学家们预计，美联储最终将加快缩减资产负债表。美联储的缩表始于6月份，美联储正在逐步加快缩表步伐，最终达到每年1.1万亿美元。经济学家预测，到年底，美联储的资产负债表规模将降至8.4万亿美元，到2024年12月将降至6.5万亿美元。大多数经济学家认为，美联储最终将直接出售抵押贷款支持证券，这与他们已经阐明的倾向一致，即长期而言，美联储持有的资产将只有美国国债。不过，经济学家们对美联储何时开始出售抵押贷款支持证券有不同看法，多数人认为会在2023年或者更晚开始。展望7月的会议，经济学家们预计FOMC声明将保留其对利率作出指引的措辞，将承诺继续加息，但不会说明具体加息幅度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963267348,"gmtCreate":1668695861585,"gmtModify":1676538098577,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963267348","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919110592,"gmtCreate":1663749082717,"gmtModify":1676537328865,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","listText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","text":"$Global X NASDAQ 100 Covered Call 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07:39","market":"hk","language":"zh","title":"Sister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.","url":"https://stock-news.laohu8.com/highlight/detail?id=2250528579","media":"华尔街见闻","summary":"13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做...","content":"<p><html><head></head><body>Abstract: As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks. On Monday, July 11, ARK Investment Management LLC, managed by Cathie Wood, released its second-quarter position information.</p><p>In the second quarter, the company built long positions in General Motors and the SPDR S&P 500 ETF Trust.</p><p>The company increased its holdings in 96 stocks, including Nvidia, Zoom video communications, 908 Devices Inc., and XPeng Motor ADRs; They reduced their holdings in 218 stocks, including Tesla and Canadian e-commerce company Shopify.</p><p>As of the end of the second quarter, the company's top holdings included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, making it Sister Wood's largest holding company. Following closely behind was ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08% of its position.</p><p>Canadian e-commerce platform Shopify was sold off by Sister Wood in the second quarter, a decrease of 1.4%, and SEA also saw a reduction in its holdings. Tesla shares were reduced by 0.7%.</p><p>As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks.</p><p>Preparing for a recession?</p><p>Is Sister Wood's portfolio adjustment a preparation for a US recession?</p><p>Last month, she stated that the United States was in recession, and she admitted that she underestimated the severity and persistence of inflation in the US.</p><p>Wood said:</p><p>We think we are in a recession. We believe there is a big problem with inventory... I have never seen such a large increase in inventory in my 45-year career. Wood stated that inflation was higher than she expected due to supply chain disruptions and geopolitical risks.</p><p>We were wrong about one thing: we didn't realize that inflation would last so long. I can't believe the supply chain problems have been going on for more than two years, and at that time we hadn't anticipated the Russia-Ukraine conflict. Inflation has always been a bigger problem, but it will plunge us into deflation. Wood believes that consumers are feeling the rapid rise in prices, which is reflected in sentiment data that has fallen to an all-time low. She cited a University of Michigan consumer survey showing that the figure was 50 in June, the lowest level ever.</p><p></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>Sister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.</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\">\nSister Wood increased her holdings in XPeng and Nvidia in the second quarter, while reducing her holdings in Tesla, but remains a heavy holding.\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\">2022-07-12 07:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks. On Monday, July 11, ARK Investment Management LLC, managed by Cathie Wood, released its second-quarter position information.</p><p>In the second quarter, the company built long positions in General Motors and the SPDR S&P 500 ETF Trust.</p><p>The company increased its holdings in 96 stocks, including Nvidia, Zoom video communications, 908 Devices Inc., and XPeng Motor ADRs; They reduced their holdings in 218 stocks, including Tesla and Canadian e-commerce company Shopify.</p><p>As of the end of the second quarter, the company's top holdings included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, making it Sister Wood's largest holding company. Following closely behind was ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08% of its position.</p><p>Canadian e-commerce platform Shopify was sold off by Sister Wood in the second quarter, a decrease of 1.4%, and SEA also saw a reduction in its holdings. Tesla shares were reduced by 0.7%.</p><p>As of the end of the second quarter, the company managed a market capitalization of $16.91 billion. The company newly purchased 9 stocks and liquidated 12 stocks.</p><p>Preparing for a recession?</p><p>Is Sister Wood's portfolio adjustment a preparation for a US recession?</p><p>Last month, she stated that the United States was in recession, and she admitted that she underestimated the severity and persistence of inflation in the US.</p><p>Wood said:</p><p>We think we are in a recession. We believe there is a big problem with inventory... I have never seen such a large increase in inventory in my 45-year career. Wood stated that inflation was higher than she expected due to supply chain disruptions and geopolitical risks.</p><p>We were wrong about one thing: we didn't realize that inflation would last so long. I can't believe the supply chain problems have been going on for more than two years, and at that time we hadn't anticipated the Russia-Ukraine conflict. Inflation has always been a bigger problem, but it will plunge us into deflation. Wood believes that consumers are feeling the rapid rise in prices, which is reflected in sentiment data that has fallen to an all-time low. She cited a University of Michigan consumer survey showing that the figure was 50 in June, the lowest level ever.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3664450\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4579":"人工智能","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","NVDA":"英伟达","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK1588":"回港中概股","TSLA":"特斯拉","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK1575":"同股不同权","ARKF":"ARK Fintech Innovation ETF","XPEV":"小鹏集团","BK4527":"明星科技股","BK4543":"AI","BK4099":"汽车制造商","BK4526":"热门中概股","BK4511":"特斯拉概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK1587":"次新股","BK4503":"景林资产持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","ARKK":"ARK Innovation ETF","BK1539":"汽车股","09868":"小鹏集团-W","BK4505":"高瓴资本持仓"},"source_url":"https://wallstreetcn.com/articles/3664450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250528579","content_text":"摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票；减持特斯拉、加拿大电商Shopify等218只股票。截至二季度末，该公司重仓股包括Zoom、特斯拉、以及Roku。具体来看，目前特斯拉占该公司仓位的6.47%，依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM，仓位占6.08%。加拿大电商Shopify在二季度遭到木头姐抛售，减少比例为1.4%，此外SEA也遭到减仓。特斯拉遭减持0.7%。截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。为衰退做准备？木头姐的调仓，是否为美国的衰退做准备？上个月，她曾表示，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。Wood说：我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：我们在一件事上错了，我们没有意识到通胀会持续这么久。供应链的问题，不敢相信，已经持续了两年多的时间，而那个时候我们还没预料到俄乌冲突。通货膨胀一直是一个更大的问题，但它将让我们陷入通货紧缩。Wood认为，消费者正在感受到价格的快速上涨，这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示，6月份这一数据为50，是有史以来的最低水平。","news_type":1,"symbols_score_info":{"ARKK":0.9,"09868":1,"FNGU":1,"EVS.SI":0.6,"TSLA":1,"ARKF":0.9,"XPEV":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014118862,"gmtCreate":1649632603622,"gmtModify":1676534539226,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"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/9014118862","repostId":"1105696070","repostType":4,"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186405666992256,"gmtCreate":1686548478569,"gmtModify":1686548482912,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"title":"","htmlText":"👍👍👍Very 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