+关注
T0000023454
暂无个人介绍
IP属地:河北
52
关注
44
粉丝
7
主题
0
勋章
主贴
热门
T0000023454
04-23
同意
知名黑天鹅基金创始人:美联储会在市场崩溃之时“恐慌降息”
T0000023454
04-23
说明整个美股市场离崩溃不远了
“不会跌”的股票ETF要上市了
T0000023454
04-19
被招安的成为工具人说话还有几分可信度?
赵长鹏发声:比特币“减半”后不会一夜之间暴涨
T0000023454
04-19
是垂青了小鹏,还是临幸了小鹏?
大众和小鹏汽车走得更近了
T0000023454
04-08
AI背后站着的永远是人
AI教父”辛顿:AI将操控人类
T0000023454
04-08
都没有,以后也不会有,因为不需要
T0000023454
03-28
是有诚意的
小米首款电动汽车上市,起售价 21.59 万元
T0000023454
03-18
降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定
高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理
T0000023454
03-18
降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定
高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理
T0000023454
03-14
玩火
Tiger Brokers (HK) Announces Uplift of Type 1 License by Hong Kong SFC to include Virtual Asset dealing service for Professional Investors
T0000023454
03-13
涨两天就牛市
全球市场格局生变,港股进入牛市?
T0000023454
03-07
步伐堪比拜登,你怎么那么皮
@美股投资网: 美股 2024年必买五只ETF 人工智能 NVDA
T0000023454
02-21
$PayPal(PYPL)$
低开怪
T0000023454
01-06
不惧回撤
@小虎交易笔记:【有奖活动】实盘面对面直播来了!提问订阅,赢取小虎精美周边!
T0000023454
2023-12-10
来了老弟,把公司卖给你呗?
韩国年轻人涌入A股抄底,被3000点保卫战打懵了
T0000023454
2023-10-04
俄罗斯与欧佩克再次达成石油减产至年底的协议,也就是说通货膨胀扔在威胁美国经济的情况下美联储想要结束加息周期仍然比较困难,毕竟能够通过操控美元霸权来对外转嫁通胀成本何乐而不为呢?否则看看缺少货币霸权的欧洲在高通胀面前所处的窘境就很清楚了。但也不能因此就说美联储年底前停止加息完全没有可能性,俄乌战争有可能在隆冬时节走向暂时的结束,双方的战争本质上就不是对称战争,也不具备持续消耗的客观条件,最近波兰态度的微妙转变也正从侧面说明这一情况。一旦战争危机解除外部被砸烂的价值体系将会迅速被美国资本重估,而这势必要伴随着美元热环流的快速推进。//
@阳光财经
:美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】
@阳光财经: 美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】
T0000023454
2023-06-15
$谷歌(GOOG)$
被低估了
T0000023454
2023-06-14
年初买入英伟达期权,由于到期切换了谷歌期权,今日谷歌期权也已经开始减仓切换了其它期权
@小虎活动:【老虎九周年】王者争霸赛,你90%收益率的晒单来自哪些股票?
T0000023454
2023-05-10
扯淡
大变盘前奏?市场“恐慌情绪”恐飙升至数月高位
T0000023454
2023-04-13
撤蛋
股价也能预测!ChatGPT准确率能比分析师高吗?
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3544441872957647,"uuid":"3544441872957647","gmtCreate":1581347850858,"gmtModify":1603722920558,"name":"T0000023454","pinyin":"ftdylfotuodeyanlei","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":44,"headSize":52,"tweetSize":625,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":7,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-1","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达2个月","bigImgUrl":"https://static.tigerbbs.com/aeab8fc2351dc1a88de213d01fddc9af","smallImgUrl":"https://static.tigerbbs.com/885398afdc88c1ccec437c2db766c66e","grayImgUrl":"https://static.tigerbbs.com/afc369193ae735956fa2d778abb73c82","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-3","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 20%","bigImgUrl":"https://static.tigerbbs.com/a1941f6be974173f1730be2ac51aabb7","smallImgUrl":"https://static.tigerbbs.com/df2d04ef8434cb0d3a8571ada46fffd0","grayImgUrl":"https://static.tigerbbs.com/b231d6c35e6f28d4132f36c047c50ea0","redirectLinkEnabled":1,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200},{"badgeId":"1f74612b6f95455f970edd02b5316db8-6","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 3%","bigImgUrl":"https://static.tigerbbs.com/6fbaa8e552e02eae8e6a2ce5d6566431","smallImgUrl":"https://static.tigerbbs.com/98862e418516dab972bed7aaf561dec6","grayImgUrl":"https://static.tigerbbs.com/3a5ca933a5695ed2e862b228f6c09ee5","redirectLinkEnabled":1,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.51%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":9,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":1,"location":"河北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":298256767418528,"gmtCreate":1713845328502,"gmtModify":1713845330076,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"同意","listText":"同意","text":"同意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298256767418528","repostId":"2429018072","repostType":2,"repost":{"id":"2429018072","pubTimestamp":1713838934,"share":"https://www.laohu8.com/m/news/2429018072?lang=&edition=full","pubTime":"2024-04-23 10:22","market":"hk","language":"zh","title":"知名黑天鹅基金创始人:美联储会在市场崩溃之时“恐慌降息”","url":"https://stock-news.laohu8.com/highlight/detail?id=2429018072","media":"智通财经","summary":"对美联储将转向降息的预期在近几个月帮助提振了股市和债市,尽管顽固的通胀削弱了人们对美联储在2024年降息幅度的预期。Mark Spitznagel表示:“人们认为美联储持鸽派立场是件好事、并认为他们将降息。但美联储会在经济明显陷入衰退的时候降息,而且他们会在市场崩溃的时候以令人恐慌的方式降息。”自2022年初以来,美联储已经累计加息了525个基点,以对抗通胀。这些支出与美联储接近于零的利率相辅相成,帮助刺激了市场。","content":"<html><head></head><body><p>在美国金融市场就降息时机争论不休之际,华尔街最悲观的对冲基金经理之一、擅长从尾部风险中获利的“黑天鹅基金”创始人警告称,投资者应在近期经济乐观情绪持续期间充分利用这种乐观情绪,因为转向降息将预示市场将出现剧烈崩盘。</p><p>对美联储将转向降息的预期在近几个月帮助提振了股市和债市,尽管顽固的通胀削弱了人们对美联储在2024年降息幅度的预期。不过,Universa Investments首席投资官和创始人Mark Spitznagel认为,只有在经济状况恶化并给市场带来挑战的环境下,美联储的这种转向才可能发生。</p><p>Mark Spitznagel曾是一名交易员,他是2007年畅销书《黑天鹅》的作者纳西姆·尼古拉斯·塔勒布(Nassim Nicholas Taleb)的门生。</p><p>Mark Spitznagel表示:“人们认为美联储持鸽派立场是件好事、并认为他们将降息。但美联储会在经济明显陷入衰退的时候降息,而且他们会在市场崩溃的时候以令人恐慌的方式降息。”</p><p>尽管利率高企,当美国经济展现出来的韧性让市场对美国经济将出现所谓的“不着陆”局面持乐观态度。不过,Mark Spitznagel并不认同这一观点。他表示,“这次没有什么不同”,更高的利率最终会戳破“人类历史上最大的信贷泡沫”。</p><p>自2022年初以来,美联储已经累计加息了525个基点,以对抗通胀。然而,Mark Spitznagel认为,美国自2008年全球金融危机以来实施的多年超宽松货币政策所积累的过度行为尚未从经济中消除。他表示:“这个经济体是建立在低利率的基础上的,像我们这样重新设定利率会产生滞后效应。”他补充称,投资者应利用当前的“金发姑娘”环境。他表示:“我认为,在这场危机结束之前,将会有更多积极的乐观情绪。”</p><p>此外,本月初,Mark Spitznagel曾警告称,当不断上升的债务与几十年来推高资产价格的宽松货币政策、不断增加的消费者债务以及企业依赖信贷的倾向相结合时,就会形成一个“火药桶经济”,可能会在瞬间燃烧起来。他认为,这是“人类历史上最大的信贷泡沫”,并警告称“它将产生后果”。</p><p>在Mark Spitznagel看来,美国不可持续的联邦债务完全是不道德的。他认为,这只是将问题推给下一代的一种方式,尤其是那些可能损害投资者市场回报的问题。</p><p>他指出,从2008年经济大衰退期间花费数十亿美元拯救“大到不能倒”的银行、到在大流行时期向经济注入数万亿美元以防止可怕的经济衰退,几十年来,联邦政府已经成功地防止了美国大部分地区遭受经济痛苦。这些支出与美联储接近于零的利率相辅相成,帮助刺激了市场。</p><p>Mark Spitznagel认为,这在短期内是一件好事,但通过巨额赤字支出来避免最糟糕的情况,会让子孙后代付出代价。他指出,这本质上是“从未来带来的、巨大的财富转移”,“很简单,(不断膨胀的)公共债务是不道德的”。</p></body></html>","source":"stock_zhitongcaijing","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>知名黑天鹅基金创始人:美联储会在市场崩溃之时“恐慌降息”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知名黑天鹅基金创始人:美联储会在市场崩溃之时“恐慌降息”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-23 10:22 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1107325.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国金融市场就降息时机争论不休之际,华尔街最悲观的对冲基金经理之一、擅长从尾部风险中获利的“黑天鹅基金”创始人警告称,投资者应在近期经济乐观情绪持续期间充分利用这种乐观情绪,因为转向降息将预示市场将出现剧烈崩盘。对美联储将转向降息的预期在近几个月帮助提振了股市和债市,尽管顽固的通胀削弱了人们对美联储在2024年降息幅度的预期。不过,Universa Investments首席投资官和创始人...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1107325.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","BK4559":"巴菲特持仓","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","BK4588":"碎股","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1107325.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429018072","content_text":"在美国金融市场就降息时机争论不休之际,华尔街最悲观的对冲基金经理之一、擅长从尾部风险中获利的“黑天鹅基金”创始人警告称,投资者应在近期经济乐观情绪持续期间充分利用这种乐观情绪,因为转向降息将预示市场将出现剧烈崩盘。对美联储将转向降息的预期在近几个月帮助提振了股市和债市,尽管顽固的通胀削弱了人们对美联储在2024年降息幅度的预期。不过,Universa Investments首席投资官和创始人Mark Spitznagel认为,只有在经济状况恶化并给市场带来挑战的环境下,美联储的这种转向才可能发生。Mark Spitznagel曾是一名交易员,他是2007年畅销书《黑天鹅》的作者纳西姆·尼古拉斯·塔勒布(Nassim Nicholas Taleb)的门生。Mark Spitznagel表示:“人们认为美联储持鸽派立场是件好事、并认为他们将降息。但美联储会在经济明显陷入衰退的时候降息,而且他们会在市场崩溃的时候以令人恐慌的方式降息。”尽管利率高企,当美国经济展现出来的韧性让市场对美国经济将出现所谓的“不着陆”局面持乐观态度。不过,Mark Spitznagel并不认同这一观点。他表示,“这次没有什么不同”,更高的利率最终会戳破“人类历史上最大的信贷泡沫”。自2022年初以来,美联储已经累计加息了525个基点,以对抗通胀。然而,Mark Spitznagel认为,美国自2008年全球金融危机以来实施的多年超宽松货币政策所积累的过度行为尚未从经济中消除。他表示:“这个经济体是建立在低利率的基础上的,像我们这样重新设定利率会产生滞后效应。”他补充称,投资者应利用当前的“金发姑娘”环境。他表示:“我认为,在这场危机结束之前,将会有更多积极的乐观情绪。”此外,本月初,Mark Spitznagel曾警告称,当不断上升的债务与几十年来推高资产价格的宽松货币政策、不断增加的消费者债务以及企业依赖信贷的倾向相结合时,就会形成一个“火药桶经济”,可能会在瞬间燃烧起来。他认为,这是“人类历史上最大的信贷泡沫”,并警告称“它将产生后果”。在Mark Spitznagel看来,美国不可持续的联邦债务完全是不道德的。他认为,这只是将问题推给下一代的一种方式,尤其是那些可能损害投资者市场回报的问题。他指出,从2008年经济大衰退期间花费数十亿美元拯救“大到不能倒”的银行、到在大流行时期向经济注入数万亿美元以防止可怕的经济衰退,几十年来,联邦政府已经成功地防止了美国大部分地区遭受经济痛苦。这些支出与美联储接近于零的利率相辅相成,帮助刺激了市场。Mark Spitznagel认为,这在短期内是一件好事,但通过巨额赤字支出来避免最糟糕的情况,会让子孙后代付出代价。他指出,这本质上是“从未来带来的、巨大的财富转移”,“很简单,(不断膨胀的)公共债务是不道德的”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298256077156648,"gmtCreate":1713845299296,"gmtModify":1713845301400,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"说明整个美股市场离崩溃不远了","listText":"说明整个美股市场离崩溃不远了","text":"说明整个美股市场离崩溃不远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298256077156648","repostId":"2429180096","repostType":4,"repost":{"id":"2429180096","pubTimestamp":1713842543,"share":"https://www.laohu8.com/m/news/2429180096?lang=&edition=full","pubTime":"2024-04-23 11:22","market":"hk","language":"zh","title":"“不会跌”的股票ETF要上市了","url":"https://stock-news.laohu8.com/highlight/detail?id=2429180096","media":"华尔街见闻","summary":"这种被称为“结构性保护”的ETF产品,声称能让投资者在股市获得可观回报的同时,完全规避下行风险,投资者的“梦中情基”出现了?","content":"<html><head></head><body><p>近期,一种备受关注的新型ETF在投资圈里引起了热议。<strong>这种被称为“结构性保护”的ETF产品,声称能让投资者在股市获得可观回报的同时,完全规避下行风险,简直就是投资者的“梦中情基”。</strong></p><p>根据提交的申请文件,发行商Calamos Investments公司周一正式申请推出这一系列ETF。这些ETF将分别跟踪<a href=\"https://laohu8.com/S/161125\">标普500</a>、纳斯达克100和Russell 2000三大股指的部分涨幅,与此同时,会利用期权等衍生品工具,对100%的下行风险进行对冲,从而为投资者提供“高收益、无风险”的投资机会。</p><p><strong>该系列基金中首只推出的是Calamos S&P 500结构性替代保护ETF(CPSM)</strong>,其目标是跟踪SPDR<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>信托基金(SPY)的价格回报,上限为9.65%。</p><p>但需要注意的是,想要获得全面保护的投资者需要在2024年5月1日发行当天买入,一直持有到2025年4月30日,无论市场如何波动。在此之后,将转入新的定期保护阶段。</p><p>根据基金招股说明书,CPSM和即将推出的其他ETF一样,将主要投资于衍生品,通过买卖期权组合来抵御市场波动。<strong>但监管文件注明,基金无法保证一定能够提供所谓的下行保护。</strong></p><p>Calamos公司ETF部门主管 Matt Kaufman表示:“目前无风险利率已超过5%,基于期权的产品发行商能够提供有意义的上行参与度,同时100%保护资本安全。对于发行‘保护性’产品的机构而言,通过出售期权或一系列期权来抵消买入保护性看跌期权的溢价成本,在利率上升时会变得更加便宜。”</p><p>在利率波动加剧的背景下,发行商正在测试对提供股权投资和下行保护基金的需求。</p><p>自7月推出以来,提供两年期利率100%下行保护的Innovator Equity Defined Protection ETF(TJUL)已吸引了2.3亿美元资金。全球最大ETF发行商BlackRock也已申请发行号称提供完全下行保护的基金。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“不会跌”的股票ETF要上市了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“不会跌”的股票ETF要上市了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-23 11:22 北京时间 <a href=https://wallstreetcn.com/articles/3713345><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,一种备受关注的新型ETF在投资圈里引起了热议。这种被称为“结构性保护”的ETF产品,声称能让投资者在股市获得可观回报的同时,完全规避下行风险,简直就是投资者的“梦中情基”。根据提交的申请文件,发行商Calamos Investments公司周一正式申请推出这一系列ETF。这些ETF将分别跟踪标普500、纳斯达克100和Russell 2000三大股指的部分涨幅,与此同时,会利用期权等衍生品...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713345\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47c1cadab99a082f2a47cd47312398c7","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","FDN":"First Trust Dow Jones Internet I","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3713345","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429180096","content_text":"近期,一种备受关注的新型ETF在投资圈里引起了热议。这种被称为“结构性保护”的ETF产品,声称能让投资者在股市获得可观回报的同时,完全规避下行风险,简直就是投资者的“梦中情基”。根据提交的申请文件,发行商Calamos Investments公司周一正式申请推出这一系列ETF。这些ETF将分别跟踪标普500、纳斯达克100和Russell 2000三大股指的部分涨幅,与此同时,会利用期权等衍生品工具,对100%的下行风险进行对冲,从而为投资者提供“高收益、无风险”的投资机会。该系列基金中首只推出的是Calamos S&P 500结构性替代保护ETF(CPSM),其目标是跟踪SPDR标普500 ETF信托基金(SPY)的价格回报,上限为9.65%。但需要注意的是,想要获得全面保护的投资者需要在2024年5月1日发行当天买入,一直持有到2025年4月30日,无论市场如何波动。在此之后,将转入新的定期保护阶段。根据基金招股说明书,CPSM和即将推出的其他ETF一样,将主要投资于衍生品,通过买卖期权组合来抵御市场波动。但监管文件注明,基金无法保证一定能够提供所谓的下行保护。Calamos公司ETF部门主管 Matt Kaufman表示:“目前无风险利率已超过5%,基于期权的产品发行商能够提供有意义的上行参与度,同时100%保护资本安全。对于发行‘保护性’产品的机构而言,通过出售期权或一系列期权来抵消买入保护性看跌期权的溢价成本,在利率上升时会变得更加便宜。”在利率波动加剧的背景下,发行商正在测试对提供股权投资和下行保护基金的需求。自7月推出以来,提供两年期利率100%下行保护的Innovator Equity Defined Protection ETF(TJUL)已吸引了2.3亿美元资金。全球最大ETF发行商BlackRock也已申请发行号称提供完全下行保护的基金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296923035836664,"gmtCreate":1713514511169,"gmtModify":1713514514235,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"被招安的成为工具人说话还有几分可信度?","listText":"被招安的成为工具人说话还有几分可信度?","text":"被招安的成为工具人说话还有几分可信度?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296923035836664","repostId":"2428304684","repostType":4,"repost":{"id":"2428304684","pubTimestamp":1713513184,"share":"https://www.laohu8.com/m/news/2428304684?lang=&edition=full","pubTime":"2024-04-19 15:53","market":"hk","language":"zh","title":"赵长鹏发声:比特币“减半”后不会一夜之间暴涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2428304684","media":"环球市场播报","summary":"币安前CEO赵长鹏认为,比特币“减半”与股票分割不同,强调了对加密货币的理解尚处于起步阶段。赵长鹏周五在社交媒体上回答了一个关于比特币减半的问题。赵长鹏还分享了他去年10月发表的对比特币减半的看法。然而,在减半之后,比特币的价格并没有在一夜之间飙升。赵长鹏强调,虽然减半和价格变动之间可能没有被证实的因果关系,但历史并不一定能预测未来。该事件将把比特币矿工的奖励从6.25枚比特币削减至3.125枚。","content":"<html><head></head><body><p>币安前CEO赵长鹏认为,比特币“减半”与股票分割不同,强调了对加密货币的理解尚处于起步阶段。</p><p>赵长鹏周五在社交媒体上回答了一个关于比特币减半的问题。他说:“有人问我,比特币减半是否像股票分割……我们还为时过早。(答案是否定的)祝减半快乐!”</p><p>赵长鹏还分享了他去年10月发表的对比特币减半的看法。他当时写道,在比特币减半之前的几个月里,围绕比特币的讨论、新闻报道、焦虑和期待通常都会增加。</p><p>然而,在减半之后,比特币的价格并没有在一夜之间飙升。尽管如此,在减半之后的一年里,比特币的价格经常达到多个历史高点,这促使人们想知道背后的原因。赵长鹏强调,虽然减半和价格变动之间可能没有被证实的因果关系,但历史并不一定能预测未来。</p><p>比特币减半是一种预编程机制,从根本上影响挖矿经济,并可能塑造比特币未来的价格和生态系统。即将到来的减半活动是第四次此类活动,计划于2024年4月20日左右进行。该事件将把比特币矿工的奖励从6.25枚比特币削减至3.125枚。</p><p>与股票分割(在不改变市值的情况下增加公司的股票数量)相反,比特币减半降低了新代币的创建速度,有效地限制了加密货币的供应。</p><p></p></body></html>","source":"highlight_sina","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>赵长鹏发声:比特币“减半”后不会一夜之间暴涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n赵长鹏发声:比特币“减半”后不会一夜之间暴涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 15:53 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-04-19/doc-inaskezq7224553.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>币安前CEO赵长鹏认为,比特币“减半”与股票分割不同,强调了对加密货币的理解尚处于起步阶段。赵长鹏周五在社交媒体上回答了一个关于比特币减半的问题。他说:“有人问我,比特币减半是否像股票分割……我们还为时过早。(答案是否定的)祝减半快乐!”赵长鹏还分享了他去年10月发表的对比特币减半的看法。他当时写道,在比特币减半之前的几个月里,围绕比特币的讨论、新闻报道、焦虑和期待通常都会增加。然而,在减半之后,...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-04-19/doc-inaskezq7224553.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9712b6f035d7a01dae3855140d621802","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-04-19/doc-inaskezq7224553.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2428304684","content_text":"币安前CEO赵长鹏认为,比特币“减半”与股票分割不同,强调了对加密货币的理解尚处于起步阶段。赵长鹏周五在社交媒体上回答了一个关于比特币减半的问题。他说:“有人问我,比特币减半是否像股票分割……我们还为时过早。(答案是否定的)祝减半快乐!”赵长鹏还分享了他去年10月发表的对比特币减半的看法。他当时写道,在比特币减半之前的几个月里,围绕比特币的讨论、新闻报道、焦虑和期待通常都会增加。然而,在减半之后,比特币的价格并没有在一夜之间飙升。尽管如此,在减半之后的一年里,比特币的价格经常达到多个历史高点,这促使人们想知道背后的原因。赵长鹏强调,虽然减半和价格变动之间可能没有被证实的因果关系,但历史并不一定能预测未来。比特币减半是一种预编程机制,从根本上影响挖矿经济,并可能塑造比特币未来的价格和生态系统。即将到来的减半活动是第四次此类活动,计划于2024年4月20日左右进行。该事件将把比特币矿工的奖励从6.25枚比特币削减至3.125枚。与股票分割(在不改变市值的情况下增加公司的股票数量)相反,比特币减半降低了新代币的创建速度,有效地限制了加密货币的供应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296831518810144,"gmtCreate":1713506307949,"gmtModify":1713506309730,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"是垂青了小鹏,还是临幸了小鹏?","listText":"是垂青了小鹏,还是临幸了小鹏?","text":"是垂青了小鹏,还是临幸了小鹏?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296831518810144","repostId":"1187116257","repostType":2,"repost":{"id":"1187116257","pubTimestamp":1713502237,"share":"https://www.laohu8.com/m/news/1187116257?lang=&edition=full","pubTime":"2024-04-19 12:50","market":"us","language":"zh","title":"大众和小鹏汽车走得更近了","url":"https://stock-news.laohu8.com/highlight/detail?id=1187116257","media":"华尔街见闻","summary":"增厚安全垫。","content":"<html><head></head><body><p>去年大众集团垂青了小鹏后,两家之间的关系就开始日渐升温。<br/><br/>4月17日,小鹏宣布将与大众集团展开电子电气(EEA)架构技术合作,双方将联合开发全新的电子电气架构。<br/><br/>根据规划,从2026年起,该架构将应用于大众汽车品牌所有在华生产的电动车,率先覆盖CMP平台打造的4款入门级电动车。<br/><br/>这已是大众第三次牵手小鹏了。从去年7月官宣50亿元入股小鹏并“技术联姻”、到今年2月开启联合采购,再到如今的架构层面共同开发,合作深度亦是逐层加深。<br/><br/>大众目的明确,2026年要在中国按时推出计划中的电动车型,并加快在华平台的迭代速度。<br/><br/>大众中国董事长贝瑞德直言,如果想在瞬息万变的中国市场维持自身地位,就必须再提速。他透露,大众中国在研发,已经不用再请示德国总部。<br/><br/>在高阶智驾等功能变为标配的当下,大众更需要加紧补课,加上新势力的内卷,迭代速度也成为巩固行业地位的关键因素。<br/><br/>“中国市场的车型每三年进行换代、架构每两年进行升级,车辆每个月都会有OTA更新,我们也必须紧跟节奏”,贝瑞德如是说道。</p><p style=\"text-align: justify;\">大众中国选择小鹏也出于该考量,小鹏的EEA架构能让XNGP智驾系统、车联网操作系统与底层硬件和整车平台解耦,支持整车OTA。<br/><br/>为了保证大众在华研发战略的推进,4月11日,大众中国也豪掷25亿欧元(约合192亿元人民币),和小鹏一起拓展位于合肥的生产及创新中心,强化本土研发,未来双方合作的两款B级车型也将在此生产。<br/><br/>看得出大众挽回中国市场的急迫,对小鹏而言,这也是一拍即合的牵手。小鹏需要给消费者、投资者一个看得见的故事,提升对它的信心。<br/><br/>进入到2024年,小鹏的销量出现回调,相较去年一季度少卖了1.3万台,下降近四成。在何小鹏的计划里,未来三年将有30款新车面世,其中今年就将推出3款。<br/><br/>为了加速渡过这段阵痛期,何小鹏选择逆势投入,在技术、产品、组织架构上强力加注,这无疑需要更充沛的粮草支援。与大众的合作便成了它新的利润增长点,也是对冲波动的工具。<br/><br/>何小鹏指出,此次是一场基于更大规模考虑的战略合作。他预计今年小鹏会开始获得一部分平台和软件服务收入,加之与大众开启的联合采购,会对小鹏的毛利率带来一定改善,也为双方车型留出更大的价格调整空间。<br/><br/>有了大众这个“靠山”后,小鹏也跳脱出了以往“造车”为主的单一商业模式,让投资者看到了更多信心,4月18日,小鹏港股单日上涨3.19%,市值触及550亿港元。<br/><br/>不过在安全垫加厚之后,接下来小鹏能否用合作的优势,打造成更多爆款获得消费者的投票,才是其真正实现成为巨头“大计”的关键。</p></body></html>","source":"live_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>大众和小鹏汽车走得更近了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大众和小鹏汽车走得更近了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 12:50 北京时间 <a href=https://wallstreetcn.com/articles/3713106><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年大众集团垂青了小鹏后,两家之间的关系就开始日渐升温。4月17日,小鹏宣布将与大众集团展开电子电气(EEA)架构技术合作,双方将联合开发全新的电子电气架构。根据规划,从2026年起,该架构将应用于大众汽车品牌所有在华生产的电动车,率先覆盖CMP平台打造的4款入门级电动车。这已是大众第三次牵手小鹏了。从去年7月官宣50亿元入股小鹏并“技术联姻”、到今年2月开启联合采购,再到如今的架构层面共同开发,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713106\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc9d8bd442c1cdaae45d499ce739b5c3","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://wallstreetcn.com/articles/3713106","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1187116257","content_text":"去年大众集团垂青了小鹏后,两家之间的关系就开始日渐升温。4月17日,小鹏宣布将与大众集团展开电子电气(EEA)架构技术合作,双方将联合开发全新的电子电气架构。根据规划,从2026年起,该架构将应用于大众汽车品牌所有在华生产的电动车,率先覆盖CMP平台打造的4款入门级电动车。这已是大众第三次牵手小鹏了。从去年7月官宣50亿元入股小鹏并“技术联姻”、到今年2月开启联合采购,再到如今的架构层面共同开发,合作深度亦是逐层加深。大众目的明确,2026年要在中国按时推出计划中的电动车型,并加快在华平台的迭代速度。大众中国董事长贝瑞德直言,如果想在瞬息万变的中国市场维持自身地位,就必须再提速。他透露,大众中国在研发,已经不用再请示德国总部。在高阶智驾等功能变为标配的当下,大众更需要加紧补课,加上新势力的内卷,迭代速度也成为巩固行业地位的关键因素。“中国市场的车型每三年进行换代、架构每两年进行升级,车辆每个月都会有OTA更新,我们也必须紧跟节奏”,贝瑞德如是说道。大众中国选择小鹏也出于该考量,小鹏的EEA架构能让XNGP智驾系统、车联网操作系统与底层硬件和整车平台解耦,支持整车OTA。为了保证大众在华研发战略的推进,4月11日,大众中国也豪掷25亿欧元(约合192亿元人民币),和小鹏一起拓展位于合肥的生产及创新中心,强化本土研发,未来双方合作的两款B级车型也将在此生产。看得出大众挽回中国市场的急迫,对小鹏而言,这也是一拍即合的牵手。小鹏需要给消费者、投资者一个看得见的故事,提升对它的信心。进入到2024年,小鹏的销量出现回调,相较去年一季度少卖了1.3万台,下降近四成。在何小鹏的计划里,未来三年将有30款新车面世,其中今年就将推出3款。为了加速渡过这段阵痛期,何小鹏选择逆势投入,在技术、产品、组织架构上强力加注,这无疑需要更充沛的粮草支援。与大众的合作便成了它新的利润增长点,也是对冲波动的工具。何小鹏指出,此次是一场基于更大规模考虑的战略合作。他预计今年小鹏会开始获得一部分平台和软件服务收入,加之与大众开启的联合采购,会对小鹏的毛利率带来一定改善,也为双方车型留出更大的价格调整空间。有了大众这个“靠山”后,小鹏也跳脱出了以往“造车”为主的单一商业模式,让投资者看到了更多信心,4月18日,小鹏港股单日上涨3.19%,市值触及550亿港元。不过在安全垫加厚之后,接下来小鹏能否用合作的优势,打造成更多爆款获得消费者的投票,才是其真正实现成为巨头“大计”的关键。","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293112588218584,"gmtCreate":1712580325411,"gmtModify":1712580328265,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"AI背后站着的永远是人","listText":"AI背后站着的永远是人","text":"AI背后站着的永远是人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293112588218584","repostId":"1134320095","repostType":4,"repost":{"id":"1134320095","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712569221,"share":"https://www.laohu8.com/m/news/1134320095?lang=&edition=full","pubTime":"2024-04-08 17:40","market":"us","language":"zh","title":"AI教父”辛顿:AI将操控人类","url":"https://stock-news.laohu8.com/highlight/detail?id=1134320095","media":"老虎资讯综合","summary":"如果给AI设定目标,作为解决对策,它可能会找出对人类不利的方法。","content":"<html><head></head><body><p>据日经中文网,被誉为“AI教父”的多伦多大学名誉教授杰弗里·辛顿(Geoffrey Hinton)近日接受采访讲述了AI和人类的未来。杰弗里·辛顿奠定了作为目前AI核心技术的“深度学习”的基础。2023年,他突然从已工作10多年的美国谷歌辞职,开始谈论AI的威胁。</p><p>辛顿在采访中表示,如果给AI设定目标,作为解决对策,它可能会找出对人类不利的方法。比方说,假设向AI下达遏制气候变化的指令。AI会意识到为了达到目的而有必要将人类清除,我担心真的会付诸实施的风险。今后还可能会出现不同的AI相互竞争的局面。例如,如果AI之间发生数据中心等资源的争夺,这将是一个像生物体一样推动进化的过程。面对通过竞争变得更聪明的AI,我们人类将落在后面。很多人主张,要防止AI失控,只要关掉电源开关就可以。但超越人类智慧的AI可以用语言操纵我们。或许会试图说服我们不要关掉开关。</p><p>辛顿称,我认为未来10年内将出现自主杀死人类的机器人武器。在第一次世界大战中造成悲剧的化学武器被后来的国际协议所禁止。机器人武器或许迟早也会被限制。但是,这可能要等到真正在战场上被使用、人类认识到会带来多么悲惨的结局后才能实现。我们谁也不希望看到被AI支配的未来。这一事实将成为各国在迈向AI武器限制的过程中保持一致步调的基础。就像核战争一样。这显然对所有国家都有危害,所以美国和前苏联才能在冷战期间就避免核战争达成协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI教父”辛顿:AI将操控人类</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI教父”辛顿:AI将操控人类\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-08 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据日经中文网,被誉为“AI教父”的多伦多大学名誉教授杰弗里·辛顿(Geoffrey Hinton)近日接受采访讲述了AI和人类的未来。杰弗里·辛顿奠定了作为目前AI核心技术的“深度学习”的基础。2023年,他突然从已工作10多年的美国谷歌辞职,开始谈论AI的威胁。</p><p>辛顿在采访中表示,如果给AI设定目标,作为解决对策,它可能会找出对人类不利的方法。比方说,假设向AI下达遏制气候变化的指令。AI会意识到为了达到目的而有必要将人类清除,我担心真的会付诸实施的风险。今后还可能会出现不同的AI相互竞争的局面。例如,如果AI之间发生数据中心等资源的争夺,这将是一个像生物体一样推动进化的过程。面对通过竞争变得更聪明的AI,我们人类将落在后面。很多人主张,要防止AI失控,只要关掉电源开关就可以。但超越人类智慧的AI可以用语言操纵我们。或许会试图说服我们不要关掉开关。</p><p>辛顿称,我认为未来10年内将出现自主杀死人类的机器人武器。在第一次世界大战中造成悲剧的化学武器被后来的国际协议所禁止。机器人武器或许迟早也会被限制。但是,这可能要等到真正在战场上被使用、人类认识到会带来多么悲惨的结局后才能实现。我们谁也不希望看到被AI支配的未来。这一事实将成为各国在迈向AI武器限制的过程中保持一致步调的基础。就像核战争一样。这显然对所有国家都有危害,所以美国和前苏联才能在冷战期间就避免核战争达成协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2d2c2276852563d5db00509e96af6d5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134320095","content_text":"据日经中文网,被誉为“AI教父”的多伦多大学名誉教授杰弗里·辛顿(Geoffrey Hinton)近日接受采访讲述了AI和人类的未来。杰弗里·辛顿奠定了作为目前AI核心技术的“深度学习”的基础。2023年,他突然从已工作10多年的美国谷歌辞职,开始谈论AI的威胁。辛顿在采访中表示,如果给AI设定目标,作为解决对策,它可能会找出对人类不利的方法。比方说,假设向AI下达遏制气候变化的指令。AI会意识到为了达到目的而有必要将人类清除,我担心真的会付诸实施的风险。今后还可能会出现不同的AI相互竞争的局面。例如,如果AI之间发生数据中心等资源的争夺,这将是一个像生物体一样推动进化的过程。面对通过竞争变得更聪明的AI,我们人类将落在后面。很多人主张,要防止AI失控,只要关掉电源开关就可以。但超越人类智慧的AI可以用语言操纵我们。或许会试图说服我们不要关掉开关。辛顿称,我认为未来10年内将出现自主杀死人类的机器人武器。在第一次世界大战中造成悲剧的化学武器被后来的国际协议所禁止。机器人武器或许迟早也会被限制。但是,这可能要等到真正在战场上被使用、人类认识到会带来多么悲惨的结局后才能实现。我们谁也不希望看到被AI支配的未来。这一事实将成为各国在迈向AI武器限制的过程中保持一致步调的基础。就像核战争一样。这显然对所有国家都有危害,所以美国和前苏联才能在冷战期间就避免核战争达成协议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293042815139888,"gmtCreate":1712563305828,"gmtModify":1712563308152,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"都没有,以后也不会有,因为不需要","listText":"都没有,以后也不会有,因为不需要","text":"都没有,以后也不会有,因为不需要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293042815139888","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289212872102048,"gmtCreate":1711631585823,"gmtModify":1711631587430,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"是有诚意的","listText":"是有诚意的","text":"是有诚意的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289212872102048","repostId":"2422969711","repostType":2,"repost":{"id":"2422969711","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1711631413,"share":"https://www.laohu8.com/m/news/2422969711?lang=&edition=full","pubTime":"2024-03-28 21:10","market":"sh","language":"zh","title":"小米首款电动汽车上市,起售价 21.59 万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2422969711","media":"Reuters","summary":"((自动化翻译由路透提供,请见免责声明 )) 路透社北京3月28日 - 中国智能手机公司小米 备受期待的电动汽车(EV),将以21.59万元的起售价上市,(,售价为29869.54美元),该公司同时宣布在全球最大的汽车市场推出其首款汽车。小米公司首席执行官雷军表示,该公司的标准版 SU7 售价为 21.59 万元,而 Pro 和 Max 版售价分别为 24.59 万元和 299900 元。 (1 美元 = 7.2281 人民币)","content":"<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> 路透社北京3月28日 - 中国智能手机公司小米 备受期待的电动汽车<a href=\"https://laohu8.com/S/EV\">$(EV)$</a>,将以21.59万元的起售价上市,(,售价为29869.54美元),该公司同时宣布在全球最大的汽车市场推出其首款汽车。</p><p>小米公司首席执行官雷军表示,该公司的标准版 SU7 售价为 21.59 万元,而 Pro 和 Max 版售价分别为 24.59 万元和 299900 元。 (1 美元 = 7.2281 人民币) </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米首款电动汽车上市,起售价 21.59 万元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米首款电动汽车上市,起售价 21.59 万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-28 21:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> 路透社北京3月28日 - 中国智能手机公司小米 备受期待的电动汽车<a href=\"https://laohu8.com/S/EV\">$(EV)$</a>,将以21.59万元的起售价上市,(,售价为29869.54美元),该公司同时宣布在全球最大的汽车市场推出其首款汽车。</p><p>小米公司首席执行官雷军表示,该公司的标准版 SU7 售价为 21.59 万元,而 Pro 和 Max 版售价分别为 24.59 万元和 299900 元。 (1 美元 = 7.2281 人民币) </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1523":"武汉本地概念股","BK1502":"双十一","BK1193":"电脑硬件、储存设备及电脑周边","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1575":"同股不同权","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","01810":"小米集团-W","BK1506":"5G概念","BK1607":"新IT概念","XIACY":"小米集团ADR","BK1589":"北水核心资产","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422969711","content_text":"((自动化翻译由路透提供,请见免责声明 )) 路透社北京3月28日 - 中国智能手机公司小米 备受期待的电动汽车$(EV)$,将以21.59万元的起售价上市,(,售价为29869.54美元),该公司同时宣布在全球最大的汽车市场推出其首款汽车。小米公司首席执行官雷军表示,该公司的标准版 SU7 售价为 21.59 万元,而 Pro 和 Max 版售价分别为 24.59 万元和 299900 元。 (1 美元 = 7.2281 人民币)","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285656616386872,"gmtCreate":1710758837105,"gmtModify":1710766704381,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定","listText":"降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定","text":"降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285656616386872","repostId":"2420442303","repostType":4,"repost":{"id":"2420442303","pubTimestamp":1710753812,"share":"https://www.laohu8.com/m/news/2420442303?lang=&edition=full","pubTime":"2024-03-18 17:23","market":"us","language":"zh","title":"高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理","url":"https://stock-news.laohu8.com/highlight/detail?id=2420442303","media":"华尔街见闻","summary":"高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。","content":"<html><head></head><body><blockquote><p><strong>高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。</strong></p></blockquote><p>近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头也纷纷入局。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。</p><p><strong>高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380亿美元。这一预期的调整主要基于,出货量的大幅增加,预计到2035年全球人形机器人的出货量将达到140万台。</strong>报告指出:</p><blockquote><p>人工智能加速技术突破、更大的资本支出投资将是推动人形机器人市场增长的主要原因,包括人形机器人技术的进步、成本的降低和潜在需求的增加,目前阶段最佳的投资机会可能存在于供应链组件股之中。</p></blockquote><h2 id=\"id_948732913\">技术进步、成本下降加速商业化落地</h2><p>高盛指出,技术进步是推动市场增长的关键因素:</p><blockquote><p><strong>“端到端”的学习能力和多模态AI大模型的赋能,大幅提高了人形机器人的技术可行性,</strong>带来了产品性能的显著提升和快速迭代。</p><p>例如,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus Gen 2等产品的推出,以及机器人的综合能力提升,展现了在处理速度、感知能力及决策制定等方面的突破。不过,通用AI机器人技术仍然是一个待解决的问题。</p></blockquote><p>其次,高盛指出,成本下降也是市场增长的另一个重要驱动力:</p><blockquote><p>得益于更便宜的组件以及更广泛的供应链选择,<strong>高规格机器人物料成本(BOM)在一年内下降40%左右,从2022年的约25万美元/下降到2023年的15万美元,</strong>加速了工厂应用的可行性时间线与消费应用时间线的前移。</p><p>迄今为止,成本下降推动了更好的应用经济性,这意味着工厂应用可行性时间表可能提前一年(2024E-27E,之前为2025E-28E),消费者应用则可以提前2-4 年(2028E-2031E,之前为2030E-2035E)。</p></blockquote><h2 id=\"id_147175536\">制造业、老年护理打开市场空间</h2><p> 需求方面来看,高盛预计,未来需求将进一步打开市场增长空间:</p><blockquote><p>对人形机器人的需求增加主要来自于高危险职业的替代需要<strong>,</strong>特别是在制造业(如电动汽车组装和零部件排序)及特殊作业(如危险和危险任务)方面,<strong>人形机器人能够替代人类完成高危险任务,不仅能降低与此相关的死亡率,还能减少对从事此类工作人员的需求,因此市场愿意支付更高的价格。</strong></p><p><strong>此外,在最佳情境下,预计人形机器人将成为消费者继电动汽车之后的下一个“必备”电子设备,适用于更广泛的消费者和家庭应用(例如老人护理)场景。</strong></p></blockquote><p>总上来看,高盛大幅提高市场规模预期,随着AI技术加速进步、硬件配置的改善、供应链的扩张和深化、成本显著减少,以及特殊作业和制造应用需求的提高,对人形机器人未来市场较为乐观:</p><blockquote><p><strong>在基础情景下,预测到2025年/2030年/2035 年,全球人形机器人TAM将分别达到15亿美元/120 亿/380 亿美元。根据最新的基本情况假设,出货量分别为为2万/25.6万/137.8万台(较之前的预测相比提高75%-389%)。</strong></p><p>熊市情景下的市场市场退出预期调整:过去假设2028年可能会退出市场的熊市情景现在看来不太可能,由于技术的进步,高盛现在预计高规格人形机器人的大规模生产可能会比基准情形延迟两年。</p><p>牛市情景下的出货量预期提前:高盛预计人形机器人的出货量将在2031年达到100万台,比之前的预期提前了四年。</p></blockquote><p>此外,面对这一新兴领域的巨大潜力,高盛指出供应链组件股是明智的早期投资方向。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 17:23 北京时间 <a href=https://wallstreetcn.com/articles/3710679><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,英伟达、微软等科技巨头也纷纷入局。高盛在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710679\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25b6de6f0b33baf2758856d2a9dacdbf","relate_stocks":{"BK4588":"碎股","BK4552":"Archegos爆仓风波概念","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4504":"桥水持仓","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3710679","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420442303","content_text":"高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,英伟达、微软等科技巨头也纷纷入局。高盛在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380亿美元。这一预期的调整主要基于,出货量的大幅增加,预计到2035年全球人形机器人的出货量将达到140万台。报告指出:人工智能加速技术突破、更大的资本支出投资将是推动人形机器人市场增长的主要原因,包括人形机器人技术的进步、成本的降低和潜在需求的增加,目前阶段最佳的投资机会可能存在于供应链组件股之中。技术进步、成本下降加速商业化落地高盛指出,技术进步是推动市场增长的关键因素:“端到端”的学习能力和多模态AI大模型的赋能,大幅提高了人形机器人的技术可行性,带来了产品性能的显著提升和快速迭代。例如,特斯拉Optimus Gen 2等产品的推出,以及机器人的综合能力提升,展现了在处理速度、感知能力及决策制定等方面的突破。不过,通用AI机器人技术仍然是一个待解决的问题。其次,高盛指出,成本下降也是市场增长的另一个重要驱动力:得益于更便宜的组件以及更广泛的供应链选择,高规格机器人物料成本(BOM)在一年内下降40%左右,从2022年的约25万美元/下降到2023年的15万美元,加速了工厂应用的可行性时间线与消费应用时间线的前移。迄今为止,成本下降推动了更好的应用经济性,这意味着工厂应用可行性时间表可能提前一年(2024E-27E,之前为2025E-28E),消费者应用则可以提前2-4 年(2028E-2031E,之前为2030E-2035E)。制造业、老年护理打开市场空间 需求方面来看,高盛预计,未来需求将进一步打开市场增长空间:对人形机器人的需求增加主要来自于高危险职业的替代需要,特别是在制造业(如电动汽车组装和零部件排序)及特殊作业(如危险和危险任务)方面,人形机器人能够替代人类完成高危险任务,不仅能降低与此相关的死亡率,还能减少对从事此类工作人员的需求,因此市场愿意支付更高的价格。此外,在最佳情境下,预计人形机器人将成为消费者继电动汽车之后的下一个“必备”电子设备,适用于更广泛的消费者和家庭应用(例如老人护理)场景。总上来看,高盛大幅提高市场规模预期,随着AI技术加速进步、硬件配置的改善、供应链的扩张和深化、成本显著减少,以及特殊作业和制造应用需求的提高,对人形机器人未来市场较为乐观:在基础情景下,预测到2025年/2030年/2035 年,全球人形机器人TAM将分别达到15亿美元/120 亿/380 亿美元。根据最新的基本情况假设,出货量分别为为2万/25.6万/137.8万台(较之前的预测相比提高75%-389%)。熊市情景下的市场市场退出预期调整:过去假设2028年可能会退出市场的熊市情景现在看来不太可能,由于技术的进步,高盛现在预计高规格人形机器人的大规模生产可能会比基准情形延迟两年。牛市情景下的出货量预期提前:高盛预计人形机器人的出货量将在2031年达到100万台,比之前的预期提前了四年。此外,面对这一新兴领域的巨大潜力,高盛指出供应链组件股是明智的早期投资方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285656473374800,"gmtCreate":1710758665416,"gmtModify":1710766669574,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定","listText":"降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定","text":"降低40%的成本确实能在短期内改善经济情况,也就是说大型企业能利用成本优势加大倾销力度,令居民捉襟见肘的消费能力由节流端得到改善,同时延缓阶级矛盾总爆发的时间,AI技术革命或许能够再次挽救西方资本主义制度于危难,但需要注意的是在整个AI介入降本增效的过程中贫富差距的拉大是继续扩展的,整个过程犹如夸父追日,AI降本的速度和幅度能否真正覆盖西方日益激烈的财富与政治分裂很难确定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/285656473374800","repostId":"2420442303","repostType":4,"repost":{"id":"2420442303","pubTimestamp":1710753812,"share":"https://www.laohu8.com/m/news/2420442303?lang=&edition=full","pubTime":"2024-03-18 17:23","market":"us","language":"zh","title":"高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理","url":"https://stock-news.laohu8.com/highlight/detail?id=2420442303","media":"华尔街见闻","summary":"高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。","content":"<html><head></head><body><blockquote><p><strong>高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。</strong></p></blockquote><p>近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头也纷纷入局。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。</p><p><strong>高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380亿美元。这一预期的调整主要基于,出货量的大幅增加,预计到2035年全球人形机器人的出货量将达到140万台。</strong>报告指出:</p><blockquote><p>人工智能加速技术突破、更大的资本支出投资将是推动人形机器人市场增长的主要原因,包括人形机器人技术的进步、成本的降低和潜在需求的增加,目前阶段最佳的投资机会可能存在于供应链组件股之中。</p></blockquote><h2 id=\"id_948732913\">技术进步、成本下降加速商业化落地</h2><p>高盛指出,技术进步是推动市场增长的关键因素:</p><blockquote><p><strong>“端到端”的学习能力和多模态AI大模型的赋能,大幅提高了人形机器人的技术可行性,</strong>带来了产品性能的显著提升和快速迭代。</p><p>例如,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus Gen 2等产品的推出,以及机器人的综合能力提升,展现了在处理速度、感知能力及决策制定等方面的突破。不过,通用AI机器人技术仍然是一个待解决的问题。</p></blockquote><p>其次,高盛指出,成本下降也是市场增长的另一个重要驱动力:</p><blockquote><p>得益于更便宜的组件以及更广泛的供应链选择,<strong>高规格机器人物料成本(BOM)在一年内下降40%左右,从2022年的约25万美元/下降到2023年的15万美元,</strong>加速了工厂应用的可行性时间线与消费应用时间线的前移。</p><p>迄今为止,成本下降推动了更好的应用经济性,这意味着工厂应用可行性时间表可能提前一年(2024E-27E,之前为2025E-28E),消费者应用则可以提前2-4 年(2028E-2031E,之前为2030E-2035E)。</p></blockquote><h2 id=\"id_147175536\">制造业、老年护理打开市场空间</h2><p> 需求方面来看,高盛预计,未来需求将进一步打开市场增长空间:</p><blockquote><p>对人形机器人的需求增加主要来自于高危险职业的替代需要<strong>,</strong>特别是在制造业(如电动汽车组装和零部件排序)及特殊作业(如危险和危险任务)方面,<strong>人形机器人能够替代人类完成高危险任务,不仅能降低与此相关的死亡率,还能减少对从事此类工作人员的需求,因此市场愿意支付更高的价格。</strong></p><p><strong>此外,在最佳情境下,预计人形机器人将成为消费者继电动汽车之后的下一个“必备”电子设备,适用于更广泛的消费者和家庭应用(例如老人护理)场景。</strong></p></blockquote><p>总上来看,高盛大幅提高市场规模预期,随着AI技术加速进步、硬件配置的改善、供应链的扩张和深化、成本显著减少,以及特殊作业和制造应用需求的提高,对人形机器人未来市场较为乐观:</p><blockquote><p><strong>在基础情景下,预测到2025年/2030年/2035 年,全球人形机器人TAM将分别达到15亿美元/120 亿/380 亿美元。根据最新的基本情况假设,出货量分别为为2万/25.6万/137.8万台(较之前的预测相比提高75%-389%)。</strong></p><p>熊市情景下的市场市场退出预期调整:过去假设2028年可能会退出市场的熊市情景现在看来不太可能,由于技术的进步,高盛现在预计高规格人形机器人的大规模生产可能会比基准情形延迟两年。</p><p>牛市情景下的出货量预期提前:高盛预计人形机器人的出货量将在2031年达到100万台,比之前的预期提前了四年。</p></blockquote><p>此外,面对这一新兴领域的巨大潜力,高盛指出供应链组件股是明智的早期投资方向。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛看人形机器人:AI超预期、一年降本40%、未来需求看制造业工人和老年人护理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 17:23 北京时间 <a href=https://wallstreetcn.com/articles/3710679><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,英伟达、微软等科技巨头也纷纷入局。高盛在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710679\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25b6de6f0b33baf2758856d2a9dacdbf","relate_stocks":{"BK4588":"碎股","BK4552":"Archegos爆仓风波概念","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GS":"高盛","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4504":"桥水持仓","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3710679","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420442303","content_text":"高盛指出,人形机器人到2035年呈爆发式增长,出货量将达到140万台,市场规模达380亿美元。近期人形机器人商业化前景进一步明朗,人形机器人初创公司获得高估值,英伟达、微软等科技巨头也纷纷入局。高盛在最新《人形机器人专题报告》中指出,随着人形机器人技术快速进步和市场需求增加,预计2035年人形机器人市场将呈现爆炸式地增长。高盛将其2035年全球市场总规模(TAM)预测,从60亿美元大幅上调至380亿美元。这一预期的调整主要基于,出货量的大幅增加,预计到2035年全球人形机器人的出货量将达到140万台。报告指出:人工智能加速技术突破、更大的资本支出投资将是推动人形机器人市场增长的主要原因,包括人形机器人技术的进步、成本的降低和潜在需求的增加,目前阶段最佳的投资机会可能存在于供应链组件股之中。技术进步、成本下降加速商业化落地高盛指出,技术进步是推动市场增长的关键因素:“端到端”的学习能力和多模态AI大模型的赋能,大幅提高了人形机器人的技术可行性,带来了产品性能的显著提升和快速迭代。例如,特斯拉Optimus Gen 2等产品的推出,以及机器人的综合能力提升,展现了在处理速度、感知能力及决策制定等方面的突破。不过,通用AI机器人技术仍然是一个待解决的问题。其次,高盛指出,成本下降也是市场增长的另一个重要驱动力:得益于更便宜的组件以及更广泛的供应链选择,高规格机器人物料成本(BOM)在一年内下降40%左右,从2022年的约25万美元/下降到2023年的15万美元,加速了工厂应用的可行性时间线与消费应用时间线的前移。迄今为止,成本下降推动了更好的应用经济性,这意味着工厂应用可行性时间表可能提前一年(2024E-27E,之前为2025E-28E),消费者应用则可以提前2-4 年(2028E-2031E,之前为2030E-2035E)。制造业、老年护理打开市场空间 需求方面来看,高盛预计,未来需求将进一步打开市场增长空间:对人形机器人的需求增加主要来自于高危险职业的替代需要,特别是在制造业(如电动汽车组装和零部件排序)及特殊作业(如危险和危险任务)方面,人形机器人能够替代人类完成高危险任务,不仅能降低与此相关的死亡率,还能减少对从事此类工作人员的需求,因此市场愿意支付更高的价格。此外,在最佳情境下,预计人形机器人将成为消费者继电动汽车之后的下一个“必备”电子设备,适用于更广泛的消费者和家庭应用(例如老人护理)场景。总上来看,高盛大幅提高市场规模预期,随着AI技术加速进步、硬件配置的改善、供应链的扩张和深化、成本显著减少,以及特殊作业和制造应用需求的提高,对人形机器人未来市场较为乐观:在基础情景下,预测到2025年/2030年/2035 年,全球人形机器人TAM将分别达到15亿美元/120 亿/380 亿美元。根据最新的基本情况假设,出货量分别为为2万/25.6万/137.8万台(较之前的预测相比提高75%-389%)。熊市情景下的市场市场退出预期调整:过去假设2028年可能会退出市场的熊市情景现在看来不太可能,由于技术的进步,高盛现在预计高规格人形机器人的大规模生产可能会比基准情形延迟两年。牛市情景下的出货量预期提前:高盛预计人形机器人的出货量将在2031年达到100万台,比之前的预期提前了四年。此外,面对这一新兴领域的巨大潜力,高盛指出供应链组件股是明智的早期投资方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545910588326242","authorId":"3545910588326242","name":"第二张脸","avatar":"https://static.tigerbbs.com/eb14ab28dcd402205d633b71d8739a08","crmLevel":1,"crmLevelSwitch":0},"content":"是啊,就西方日益激烈分裂了,东方没有[开心]","text":"是啊,就西方日益激烈分裂了,东方没有[开心]","html":"是啊,就西方日益激烈分裂了,东方没有[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284182643634208,"gmtCreate":1710406171751,"gmtModify":1710406173396,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"玩火","listText":"玩火","text":"玩火","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284182643634208","repostId":"1154838518","repostType":2,"repost":{"id":"1154838518","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706173832,"share":"https://www.laohu8.com/m/news/1154838518?lang=&edition=full","pubTime":"2024-01-25 17:10","market":"us","language":"en","title":"Tiger Brokers (HK) Announces Uplift of Type 1 License by Hong Kong SFC to include Virtual Asset dealing service for Professional Investors ","url":"https://stock-news.laohu8.com/highlight/detail?id=1154838518","media":"Tiger Newspress","summary":"Hong Kong, Jan 25, 2024 —Tiger Brokers (HK) Global Limited (“Tiger Brokers (HK)”) today announced that it has officially upgraded its Type 1 license to include virtual asset dealing service, making it","content":"<html><head></head><body><p><strong>Hong Kong, Jan 25, 2024 —Tiger Brokers (HK) Global Limited</strong> (“Tiger Brokers (HK)”) today announced that it has officially upgraded its Type 1 license to include virtual asset dealing service, making it one of the first mainstream online brokerage firms in Hong Kong to receive approval for such a license upgrade. This successful upgrade opens the door for providing cryptocurrency trading services to Professional Investor clients in Hong Kong through its flagship platform, Tiger Trade. By integrating Tiger Brokers' technology-driven brokerage expertise, the company aims to offer Professional Investors in Hong Kong an unparalleled convenience of seamless trading of both traditional securities and cryptocurrencies on a unified platform. In the future, the Company also plans to open virtual asset trading to retail investors, subject to authorities's approval.</p><h3 id=\"id_2759568357\">Seamless Trading Experience with Expanded Access</h3><p>After this upgrade, eligible clients, including Hong Kong residents with over HKD 8 million in investable assets or corporate with assets exceeding HKD 40 million, can seamlessly incorporate cryptocurrency trading into their portfolios alongside other asset classes available on our flagship platform Tiger Trade. In the future, residents of Hong Kong can conveniently trade virtual assets such as Bitcoin and Ethereum alongside stocks, options, futures, funds, and ETFs—all in one place. With centralized investment management, this enables local clients to measure their risk exposure across different asset classes.</p><p><strong>John Fei Zeng, Chief Financial Officer and Director of Tiger Brokers</strong>, emphasized the significance of this move, stating, "Investor demand for digital assets continues to grow in Hong Kong and around the world, and we are pleased to expand our business scope to meet the growing demand of clients in this important market. Eligible clients will benefit from our low costs and the ability to trade crypto alongside many other global products from a single unified platform without needing to open an extra account. "</p><p>Over the past year since entering Hong Kong market, Tiger Brokers (HK) has garnered popularity among Hong Kong users with its optimized product offerings and one of the most competitive pricing. We charge zero commission and platform fee for Hong Kong equity trading, and launched Tiger Vault, our wealth management product, in the Hong Kong market, which offers USD and HKD denominated money market funds to help our users manage their liquidity. In terms of infrastructure, we have achieved fully self-clearing for U.S. and Hong Kong cash equities, which brings down our total clearing expense to an industry leading low level. We are also one of the few brokers that offers recurring investment and fractional shares trading feature for both U.S. and Hong Kong shares.</p><p>Looking ahead, Tiger Brokers is committed to closely observing regulatory and policy requirements, ensuring constant compliance with the laws and regulations of Hong Kong. We aim to satisfy the needs of various asset allocation and trading, by offering a safe, high-quality and compliant access to virtual asset investments to users.</p><p>For more information about Tiger Brokers (HK), please visit: <a href=\"https://www.tigerbrokers.com.hk/\" title=\"https://www.tigerbrokers.com.hk/\" target=\"_blank\">https://www.tigerbrokers.com.hk/</a></p><h3 id=\"id_2841717533\">About Tiger Brokers (HK)</h3><p>Tiger Brokers (HK) Global Limited (Central number: BMU940) holds type 1, 2, 4 and 5 licenses of the SFC. Starting from 30th November 2022, with Tiger Trade, Tiger Brokers' flagship app, Hong Kong users can trade financial products from major markets around the world, such as Hong Kong stocks, warrants, options, US stocks, US fractional shares and ETFs, etc., providing a one-stop solution to their investment needs. In the future, we will continue to expand our trading markets and categories to better serve Hong Kong investors. </p><h3 id=\"id_3249703755\">About Tiger Brokers</h3><p>Tiger Brokers (Nasdaq: TIGR), founded in 2014, is a leading online brokerage group with a focus on redefining global investing with technologies for the next generation.</p><p>Since our inception, the company has relentlessly offered a superior user experience to let everyone enjoy efficient and smart global investing, by bringing a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education in our pursuit of becoming a world-leading online brokerage group.</p><p>We strive to elevate financial technology R&D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services accessible to all with low latency.</p><p>Currently, we serve over 10 million users and over 2 million account holders worldwide on our flagship platform “Tiger Trade”, own 77 licenses and qualifications in different markets, and have over 1,000 employees on the team in Hong Kong, Singapore, New Zealand, the US, Australia, and Mainland China. In 2019, the company was listed on Nasdaq as UP Fintech Holding Limited under the ticker TIGR.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Brokers (HK) Announces Uplift of Type 1 License by Hong Kong SFC to include Virtual Asset dealing service for Professional Investors </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Brokers (HK) Announces Uplift of Type 1 License by Hong Kong SFC to include Virtual Asset dealing service for Professional Investors \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-25 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Hong Kong, Jan 25, 2024 —Tiger Brokers (HK) Global Limited</strong> (“Tiger Brokers (HK)”) today announced that it has officially upgraded its Type 1 license to include virtual asset dealing service, making it one of the first mainstream online brokerage firms in Hong Kong to receive approval for such a license upgrade. This successful upgrade opens the door for providing cryptocurrency trading services to Professional Investor clients in Hong Kong through its flagship platform, Tiger Trade. By integrating Tiger Brokers' technology-driven brokerage expertise, the company aims to offer Professional Investors in Hong Kong an unparalleled convenience of seamless trading of both traditional securities and cryptocurrencies on a unified platform. In the future, the Company also plans to open virtual asset trading to retail investors, subject to authorities's approval.</p><h3 id=\"id_2759568357\">Seamless Trading Experience with Expanded Access</h3><p>After this upgrade, eligible clients, including Hong Kong residents with over HKD 8 million in investable assets or corporate with assets exceeding HKD 40 million, can seamlessly incorporate cryptocurrency trading into their portfolios alongside other asset classes available on our flagship platform Tiger Trade. In the future, residents of Hong Kong can conveniently trade virtual assets such as Bitcoin and Ethereum alongside stocks, options, futures, funds, and ETFs—all in one place. With centralized investment management, this enables local clients to measure their risk exposure across different asset classes.</p><p><strong>John Fei Zeng, Chief Financial Officer and Director of Tiger Brokers</strong>, emphasized the significance of this move, stating, "Investor demand for digital assets continues to grow in Hong Kong and around the world, and we are pleased to expand our business scope to meet the growing demand of clients in this important market. Eligible clients will benefit from our low costs and the ability to trade crypto alongside many other global products from a single unified platform without needing to open an extra account. "</p><p>Over the past year since entering Hong Kong market, Tiger Brokers (HK) has garnered popularity among Hong Kong users with its optimized product offerings and one of the most competitive pricing. We charge zero commission and platform fee for Hong Kong equity trading, and launched Tiger Vault, our wealth management product, in the Hong Kong market, which offers USD and HKD denominated money market funds to help our users manage their liquidity. In terms of infrastructure, we have achieved fully self-clearing for U.S. and Hong Kong cash equities, which brings down our total clearing expense to an industry leading low level. We are also one of the few brokers that offers recurring investment and fractional shares trading feature for both U.S. and Hong Kong shares.</p><p>Looking ahead, Tiger Brokers is committed to closely observing regulatory and policy requirements, ensuring constant compliance with the laws and regulations of Hong Kong. We aim to satisfy the needs of various asset allocation and trading, by offering a safe, high-quality and compliant access to virtual asset investments to users.</p><p>For more information about Tiger Brokers (HK), please visit: <a href=\"https://www.tigerbrokers.com.hk/\" title=\"https://www.tigerbrokers.com.hk/\" target=\"_blank\">https://www.tigerbrokers.com.hk/</a></p><h3 id=\"id_2841717533\">About Tiger Brokers (HK)</h3><p>Tiger Brokers (HK) Global Limited (Central number: BMU940) holds type 1, 2, 4 and 5 licenses of the SFC. Starting from 30th November 2022, with Tiger Trade, Tiger Brokers' flagship app, Hong Kong users can trade financial products from major markets around the world, such as Hong Kong stocks, warrants, options, US stocks, US fractional shares and ETFs, etc., providing a one-stop solution to their investment needs. In the future, we will continue to expand our trading markets and categories to better serve Hong Kong investors. </p><h3 id=\"id_3249703755\">About Tiger Brokers</h3><p>Tiger Brokers (Nasdaq: TIGR), founded in 2014, is a leading online brokerage group with a focus on redefining global investing with technologies for the next generation.</p><p>Since our inception, the company has relentlessly offered a superior user experience to let everyone enjoy efficient and smart global investing, by bringing a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education in our pursuit of becoming a world-leading online brokerage group.</p><p>We strive to elevate financial technology R&D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services accessible to all with low latency.</p><p>Currently, we serve over 10 million users and over 2 million account holders worldwide on our flagship platform “Tiger Trade”, own 77 licenses and qualifications in different markets, and have over 1,000 employees on the team in Hong Kong, Singapore, New Zealand, the US, Australia, and Mainland China. In 2019, the company was listed on Nasdaq as UP Fintech Holding Limited under the ticker TIGR.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154838518","content_text":"Hong Kong, Jan 25, 2024 —Tiger Brokers (HK) Global Limited (“Tiger Brokers (HK)”) today announced that it has officially upgraded its Type 1 license to include virtual asset dealing service, making it one of the first mainstream online brokerage firms in Hong Kong to receive approval for such a license upgrade. This successful upgrade opens the door for providing cryptocurrency trading services to Professional Investor clients in Hong Kong through its flagship platform, Tiger Trade. By integrating Tiger Brokers' technology-driven brokerage expertise, the company aims to offer Professional Investors in Hong Kong an unparalleled convenience of seamless trading of both traditional securities and cryptocurrencies on a unified platform. In the future, the Company also plans to open virtual asset trading to retail investors, subject to authorities's approval.Seamless Trading Experience with Expanded AccessAfter this upgrade, eligible clients, including Hong Kong residents with over HKD 8 million in investable assets or corporate with assets exceeding HKD 40 million, can seamlessly incorporate cryptocurrency trading into their portfolios alongside other asset classes available on our flagship platform Tiger Trade. In the future, residents of Hong Kong can conveniently trade virtual assets such as Bitcoin and Ethereum alongside stocks, options, futures, funds, and ETFs—all in one place. With centralized investment management, this enables local clients to measure their risk exposure across different asset classes.John Fei Zeng, Chief Financial Officer and Director of Tiger Brokers, emphasized the significance of this move, stating, \"Investor demand for digital assets continues to grow in Hong Kong and around the world, and we are pleased to expand our business scope to meet the growing demand of clients in this important market. Eligible clients will benefit from our low costs and the ability to trade crypto alongside many other global products from a single unified platform without needing to open an extra account. \"Over the past year since entering Hong Kong market, Tiger Brokers (HK) has garnered popularity among Hong Kong users with its optimized product offerings and one of the most competitive pricing. We charge zero commission and platform fee for Hong Kong equity trading, and launched Tiger Vault, our wealth management product, in the Hong Kong market, which offers USD and HKD denominated money market funds to help our users manage their liquidity. In terms of infrastructure, we have achieved fully self-clearing for U.S. and Hong Kong cash equities, which brings down our total clearing expense to an industry leading low level. We are also one of the few brokers that offers recurring investment and fractional shares trading feature for both U.S. and Hong Kong shares.Looking ahead, Tiger Brokers is committed to closely observing regulatory and policy requirements, ensuring constant compliance with the laws and regulations of Hong Kong. We aim to satisfy the needs of various asset allocation and trading, by offering a safe, high-quality and compliant access to virtual asset investments to users.For more information about Tiger Brokers (HK), please visit: https://www.tigerbrokers.com.hk/About Tiger Brokers (HK)Tiger Brokers (HK) Global Limited (Central number: BMU940) holds type 1, 2, 4 and 5 licenses of the SFC. Starting from 30th November 2022, with Tiger Trade, Tiger Brokers' flagship app, Hong Kong users can trade financial products from major markets around the world, such as Hong Kong stocks, warrants, options, US stocks, US fractional shares and ETFs, etc., providing a one-stop solution to their investment needs. In the future, we will continue to expand our trading markets and categories to better serve Hong Kong investors. About Tiger BrokersTiger Brokers (Nasdaq: TIGR), founded in 2014, is a leading online brokerage group with a focus on redefining global investing with technologies for the next generation.Since our inception, the company has relentlessly offered a superior user experience to let everyone enjoy efficient and smart global investing, by bringing a multitude of quality financial products and services across brokerage, employee stock ownership plan (ESOP) management, investment banking, wealth management, investor community, and investor education in our pursuit of becoming a world-leading online brokerage group.We strive to elevate financial technology R&D to a new level. While we inherit the best traditions from the financial sector and blend them with the best minds of tech experts, we develop our own technology infrastructure—an aggregation that enables multi-currency trading of various products across markets, guaranteeing our reliable, secure, and scalable services accessible to all with low latency.Currently, we serve over 10 million users and over 2 million account holders worldwide on our flagship platform “Tiger Trade”, own 77 licenses and qualifications in different markets, and have over 1,000 employees on the team in Hong Kong, Singapore, New Zealand, the US, Australia, and Mainland China. In 2019, the company was listed on Nasdaq as UP Fintech Holding Limited under the ticker TIGR.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283608548114464,"gmtCreate":1710279282280,"gmtModify":1710279284148,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"涨两天就牛市","listText":"涨两天就牛市","text":"涨两天就牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283608548114464","repostId":"1155128369","repostType":2,"repost":{"id":"1155128369","pubTimestamp":1710249852,"share":"https://www.laohu8.com/m/news/1155128369?lang=&edition=full","pubTime":"2024-03-12 21:24","market":"sh","language":"zh","title":"全球市场格局生变,港股进入牛市?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155128369","media":"华尔街见闻","summary":"多类资产价格走势迎来转折点?","content":"<html><head></head><body><p>近期全球市场格局悄然生变,日央行三月加息传闻再起,日股持续走牛后,迎来四连跌。</p><p style=\"text-align: justify;\">美联储降息预期升温叠加中国经济持续复苏,连跌4年的港股,迈入技术性牛市。</p><p style=\"text-align: justify;\">A股风格也在发生切换,备受追捧的高股息概念“熄火”,白酒地产等消费股接连大涨。</p><p style=\"text-align: justify;\">多类资产价格走势迎来转折点?</p><h2 id=\"id_2694881112\" style=\"text-align: start;\">日股四连跌</h2><p style=\"text-align: justify;\">日本央行转向预期令日股持续下挫,周二日经指数收跌0.05%,连跌四日。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d4cbc91a2a6bc8d1d4b0a691e5f23b6\" tg-width=\"640\" tg-height=\"401\"/></p><p style=\"text-align: justify;\">近期日本市场风声鹤唳,日央行3月取消负利率传言再起,日元持续拉涨,走牛的日股出现调整。本周一年一度的春季工资谈判(春斗)结果即将揭晓,这将是影响日央行行动的关键。</p><p style=\"text-align: justify;\">期货市场数据显示,交易员认为日本央行3月18日至19日的会议上终结负利率政策的可能性为47%。</p><h2 id=\"id_3567645736\" style=\"text-align: start;\">港股迈入技术性牛市</h2><p style=\"text-align: justify;\">周二,在消费股和科网股的带动下,港股高开高走,午后持续拉升,恒生科技指数涨近5%,较1月份低点上涨20%,进入技术性牛市;恒生指数涨超3%,涨超500点,重上17000点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/509ea5d255eb82cc1ee793b3e6aeacca\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">较之前的连跌4年,港股可谓是“咸鱼翻身。截至3月8日,南向资金今年以来累计净流入676.50亿港元,最近一周大幅净流入超171.23亿港元,至此已连续17日净流入。</p><p style=\"text-align: justify;\">以科网股为代表的港股科技股对中国宏观经济景气指数及美债利率较为敏感,有望受益国内经济顺周期复苏及美债利率下行。</p><p style=\"text-align: justify;\">国内方面,政府工作报告指出,经济增长预期目标为5%左右。海外方面,美联储释放降息信号,海外流动性好转。美联储主席鲍威尔最新发声,美联储距离获得开始降息所需的对通胀下降的信心“不远了”,市场风险偏好进一步提升。</p><p style=\"text-align: justify;\">国信证券指出,港股是反转而非反弹,其港股风险溢价模型预示着反转的到来。</p><blockquote><p style=\"text-align: justify;\">一个容易被忽略的因素是,恒生指数在2024年的收入、利润增长率高达15%以上(2023年收入增速-3%,利润增速-4.3%),我们的风险溢价模型显示,即便用最苛刻的美债利率4.5%以及风险溢价率9.3%的条件代入,指数也不会再创新低。</p></blockquote><h2 id=\"id_409013464\" style=\"text-align: start;\">A股风格切换:高股息重挫 白酒地产上扬</h2><p style=\"text-align: justify;\">周二上证指数一度创出反弹新高,A股风格方面也“大变脸”,白酒、地产领涨,高股息概念股调整。</p><p style=\"text-align: justify;\">煤炭、石油、电力板块领跌,新集能源跌超7%,中国海油继昨日大跌后今日跌近6%,银行板块四大行全线回调。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fe5250b9020e997b46a9b830c01e92a\" tg-width=\"640\" tg-height=\"205\"/></p><p style=\"text-align: justify;\">白酒、医药、新能源等普遍逆市上扬,泸州老窖涨幅接近8%,贵州茅台也大涨近3%。医药板块的爱尔眼科、恒瑞医药等个股均大涨超3%。中交地产、天保基建涨停,万科A涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fea74e6addc7ad844fc9527e1fff1acf\" tg-width=\"640\" tg-height=\"349\"/></p><p style=\"text-align: justify;\">政府工作报告指出,今年GDP增长预期目标为5%左右,释放经济基本面向上修复的信号。周六发布的CPI超预期回升,2月同比上涨0.7%,随着经济持续修复,消费板块景气度持续上行。</p><p style=\"text-align: justify;\">广发认为,自上而下格局的三个变化有助于终结中国资产连续3年的ROE下行趋势:</p><blockquote><p style=\"text-align: justify;\">全球制造业PMI时隔16个月再次站上50%;中国广义赤字率大概率结束连续3年收缩;美联储预防式降息的可能性在提升。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb9f28fe6b4f012442a2907b07b8c796\" tg-width=\"640\" tg-height=\"356\"/></p></blockquote></body></html>","source":"live_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>全球市场格局生变,港股进入牛市?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球市场格局生变,港股进入牛市?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 21:24 北京时间 <a href=https://wallstreetcn.com/articles/3710240><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期全球市场格局悄然生变,日央行三月加息传闻再起,日股持续走牛后,迎来四连跌。美联储降息预期升温叠加中国经济持续复苏,连跌4年的港股,迈入技术性牛市。A股风格也在发生切换,备受追捧的高股息概念“熄火”,白酒地产等消费股接连大涨。多类资产价格走势迎来转折点?日股四连跌日本央行转向预期令日股持续下挫,周二日经指数收跌0.05%,连跌四日。近期日本市场风声鹤唳,日央行3月取消负利率传言再起,日元持续拉涨...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710240\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38508134c6853c521e764dc952e7334a","relate_stocks":{"HSTECH":"恒生科技指数","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3710240","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1155128369","content_text":"近期全球市场格局悄然生变,日央行三月加息传闻再起,日股持续走牛后,迎来四连跌。美联储降息预期升温叠加中国经济持续复苏,连跌4年的港股,迈入技术性牛市。A股风格也在发生切换,备受追捧的高股息概念“熄火”,白酒地产等消费股接连大涨。多类资产价格走势迎来转折点?日股四连跌日本央行转向预期令日股持续下挫,周二日经指数收跌0.05%,连跌四日。近期日本市场风声鹤唳,日央行3月取消负利率传言再起,日元持续拉涨,走牛的日股出现调整。本周一年一度的春季工资谈判(春斗)结果即将揭晓,这将是影响日央行行动的关键。期货市场数据显示,交易员认为日本央行3月18日至19日的会议上终结负利率政策的可能性为47%。港股迈入技术性牛市周二,在消费股和科网股的带动下,港股高开高走,午后持续拉升,恒生科技指数涨近5%,较1月份低点上涨20%,进入技术性牛市;恒生指数涨超3%,涨超500点,重上17000点。较之前的连跌4年,港股可谓是“咸鱼翻身。截至3月8日,南向资金今年以来累计净流入676.50亿港元,最近一周大幅净流入超171.23亿港元,至此已连续17日净流入。以科网股为代表的港股科技股对中国宏观经济景气指数及美债利率较为敏感,有望受益国内经济顺周期复苏及美债利率下行。国内方面,政府工作报告指出,经济增长预期目标为5%左右。海外方面,美联储释放降息信号,海外流动性好转。美联储主席鲍威尔最新发声,美联储距离获得开始降息所需的对通胀下降的信心“不远了”,市场风险偏好进一步提升。国信证券指出,港股是反转而非反弹,其港股风险溢价模型预示着反转的到来。一个容易被忽略的因素是,恒生指数在2024年的收入、利润增长率高达15%以上(2023年收入增速-3%,利润增速-4.3%),我们的风险溢价模型显示,即便用最苛刻的美债利率4.5%以及风险溢价率9.3%的条件代入,指数也不会再创新低。A股风格切换:高股息重挫 白酒地产上扬周二上证指数一度创出反弹新高,A股风格方面也“大变脸”,白酒、地产领涨,高股息概念股调整。煤炭、石油、电力板块领跌,新集能源跌超7%,中国海油继昨日大跌后今日跌近6%,银行板块四大行全线回调。白酒、医药、新能源等普遍逆市上扬,泸州老窖涨幅接近8%,贵州茅台也大涨近3%。医药板块的爱尔眼科、恒瑞医药等个股均大涨超3%。中交地产、天保基建涨停,万科A涨超5%。政府工作报告指出,今年GDP增长预期目标为5%左右,释放经济基本面向上修复的信号。周六发布的CPI超预期回升,2月同比上涨0.7%,随着经济持续修复,消费板块景气度持续上行。广发认为,自上而下格局的三个变化有助于终结中国资产连续3年的ROE下行趋势:全球制造业PMI时隔16个月再次站上50%;中国广义赤字率大概率结束连续3年收缩;美联储预防式降息的可能性在提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281566466605176,"gmtCreate":1709770258336,"gmtModify":1709770260196,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"步伐堪比拜登,你怎么那么皮","listText":"步伐堪比拜登,你怎么那么皮","text":"步伐堪比拜登,你怎么那么皮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281566466605176","repostId":"281006516813896","repostType":1,"repost":{"id":281006516813896,"gmtCreate":1709631230310,"gmtModify":1709631604993,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n 美股 2024年必买五只ETF 人工智能 NVDA\n \n","listText":"美股 2024年必买五只ETF 人工智能 NVDA","text":"美股 2024年必买五只ETF 人工智能 NVDA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281006516813896","isVote":1,"tweetType":2,"object":{"id":"23c4ab2d87d34a68926f9d30abcdcd56","tweetId":"281006516813896","title":"美股 2024年必买五只ETF 人工智能 NVDA","videoUrl":"http://v.tigerbbs.com/1709631227257ea42467d6428b5152003aea525a43924.mp4","poster":"https://static.tigerbbs.com/5ae4400f3dc3cd3980d1015d5fe641b0","shareLink":"http://v.tigerbbs.com/1709631227257ea42467d6428b5152003aea525a43924.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276470211895600,"gmtCreate":1708526059296,"gmtModify":1708526060425,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$ </a>低开怪","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$ </a>低开怪","text":"$PayPal(PYPL)$ 低开怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276470211895600","isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260208841355496,"gmtCreate":1704537604115,"gmtModify":1704538162744,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"不惧回撤","listText":"不惧回撤","text":"不惧回撤","images":[{"img":"https://static.tigerbbs.com/6dad63ed85f21000171838b43dacca6e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260208841355496","repostId":"259776547917864","repostType":1,"repost":{"id":259776547917864,"gmtCreate":1704449990745,"gmtModify":1704462002036,"author":{"id":"3527667699676929","authorId":"3527667699676929","name":"小虎交易笔记","avatar":"https://static.tigerbbs.com/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【有奖活动】实盘面对面直播来了!提问订阅,赢取小虎精美周边!","htmlText":"老虎社区特邀明星虎友、资深趋势交易者 <a href=\"https://laohu8.com/U/3574123395625866\">@狮子做</a> 于2024年1月10日(周三)18:00进行一场直播分享,讲述如何通过自己独创的“投资三剑”交易系统,在2023年取得80%的良好收益!互动赢好礼现在,只需要在本帖下方留言提问并<a href=\"https://laohu8.com/J/starInvestor?uuid=3574123395625866\">订阅</a>狮子做的交易分享,我们将从中随机抽取其中10位虎友,赠送小虎精美周边!活动规则1、<a href=\"https://laohu8.com/J/starInvestor?uuid=3574123395625866\">【分享订阅截图】留言区分享 订阅狮子做交易分享账号的截图</a>(<a href=\"https://laohu8.com/J/starInvestor?uuid=3574123395625866\">点击订阅</a>)2、【提问题】有哪些问题想向狮子做提问?(直播时将从中选取一部分进行解答)奖励获得条件:订阅狮子做交易分享账号,并截图并成功留言发帖;不得刷抄袭、评论、恶意灌水等;活动时间活动截止至2024年1月10日23:59:59活动奖励老虎精美周边中随机发放,所有活动奖励预计将在活动结束后15个工作日内发放(受奖品制作运送时间影响,最终以实际发放时间为准)本活动的资料及数据确认,以老虎后台确认为准,最终解释权归老虎所有。主播简介狮子做毕业于中国最高学府清华大学,学习建筑设计。十五年前自己创立了设计事务所,随着主业日趋稳定,在投资上投入的时间精力也越来越多,目前交易主要以股票+期权为主,是一位资深且严格的趋势交易者!投资经历跌宕起伏,经历过A股两次大牛熊市的起起落落,更在2022年美股一整年熊市,纳","listText":"老虎社区特邀明星虎友、资深趋势交易者 <a href=\"https://laohu8.com/U/3574123395625866\">@狮子做</a> 于2024年1月10日(周三)18:00进行一场直播分享,讲述如何通过自己独创的“投资三剑”交易系统,在2023年取得80%的良好收益!互动赢好礼现在,只需要在本帖下方留言提问并<a href=\"https://laohu8.com/J/starInvestor?uuid=3574123395625866\">订阅</a>狮子做的交易分享,我们将从中随机抽取其中10位虎友,赠送小虎精美周边!活动规则1、<a href=\"https://laohu8.com/J/starInvestor?uuid=3574123395625866\">【分享订阅截图】留言区分享 订阅狮子做交易分享账号的截图</a>(<a href=\"https://laohu8.com/J/starInvestor?uuid=3574123395625866\">点击订阅</a>)2、【提问题】有哪些问题想向狮子做提问?(直播时将从中选取一部分进行解答)奖励获得条件:订阅狮子做交易分享账号,并截图并成功留言发帖;不得刷抄袭、评论、恶意灌水等;活动时间活动截止至2024年1月10日23:59:59活动奖励老虎精美周边中随机发放,所有活动奖励预计将在活动结束后15个工作日内发放(受奖品制作运送时间影响,最终以实际发放时间为准)本活动的资料及数据确认,以老虎后台确认为准,最终解释权归老虎所有。主播简介狮子做毕业于中国最高学府清华大学,学习建筑设计。十五年前自己创立了设计事务所,随着主业日趋稳定,在投资上投入的时间精力也越来越多,目前交易主要以股票+期权为主,是一位资深且严格的趋势交易者!投资经历跌宕起伏,经历过A股两次大牛熊市的起起落落,更在2022年美股一整年熊市,纳","text":"老虎社区特邀明星虎友、资深趋势交易者 @狮子做 于2024年1月10日(周三)18:00进行一场直播分享,讲述如何通过自己独创的“投资三剑”交易系统,在2023年取得80%的良好收益!互动赢好礼现在,只需要在本帖下方留言提问并订阅狮子做的交易分享,我们将从中随机抽取其中10位虎友,赠送小虎精美周边!活动规则1、【分享订阅截图】留言区分享 订阅狮子做交易分享账号的截图(点击订阅)2、【提问题】有哪些问题想向狮子做提问?(直播时将从中选取一部分进行解答)奖励获得条件:订阅狮子做交易分享账号,并截图并成功留言发帖;不得刷抄袭、评论、恶意灌水等;活动时间活动截止至2024年1月10日23:59:59活动奖励老虎精美周边中随机发放,所有活动奖励预计将在活动结束后15个工作日内发放(受奖品制作运送时间影响,最终以实际发放时间为准)本活动的资料及数据确认,以老虎后台确认为准,最终解释权归老虎所有。主播简介狮子做毕业于中国最高学府清华大学,学习建筑设计。十五年前自己创立了设计事务所,随着主业日趋稳定,在投资上投入的时间精力也越来越多,目前交易主要以股票+期权为主,是一位资深且严格的趋势交易者!投资经历跌宕起伏,经历过A股两次大牛熊市的起起落落,更在2022年美股一整年熊市,纳","images":[{"img":"https://static.tigerbbs.com/1d93e107ae0cdddd37e8e8ea7dff36e7","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/3dba7291e5b197cb4b4b4b78159fe4cd","width":"1280","height":"618"},{"img":"https://static.tigerbbs.com/1b561abb657ea5ec808f5cfdda47a361","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259776547917864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":250447262548208,"gmtCreate":1702161390482,"gmtModify":1702161397167,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"来了老弟,把公司卖给你呗?","listText":"来了老弟,把公司卖给你呗?","text":"来了老弟,把公司卖给你呗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250447262548208","repostId":"1137370025","repostType":4,"repost":{"id":"1137370025","pubTimestamp":1702032559,"share":"https://www.laohu8.com/m/news/1137370025?lang=&edition=full","pubTime":"2023-12-08 18:49","market":"sh","language":"zh","title":"韩国年轻人涌入A股抄底,被3000点保卫战打懵了","url":"https://stock-news.laohu8.com/highlight/detail?id=1137370025","media":"金角财经","summary":"A股近期的波动,触动了一众韩国散户的神经。","content":"<html><head></head><body><p>作者 | 塞尔达</p><p>A股近期的波动,触动了一众韩国散户的神经。</p><p>12月5日,A股市场早盘震荡调整,三大指数均走低,沪指下跌近0.8%,时隔一个半月再度失守3000点。尽管早盘收盘时,沪指险守3000点,但午后大盘指数却再度加速下行,截至当日收盘,失守3000点。</p><p>根据相关统计,这已经是A股历史上第53次在上证3000点附近的“拉锯战”。就在如此波动的情况下,韩国的散户资金在11月后正逃离该国股市,毅然决定抄底A股。</p><p>据韩国官方机构数据,11月6日-10日,仅主板市场,韩国个人投资者就净卖出了1.9万亿韩元,约合104.5亿元人民币。</p><p>同期,<strong>这些韩国散户净买入2.8亿美元海外股票。按国家划分,中国股票的购买量仅次于美国,为2860万美元,超过日本位居第二。</strong></p><p>似乎长期被中国散户吐槽“跌跌不休”的大A,正成为他国投资者眼中的“香饽饽”。</p><p><strong>“韩国投资者向来偏爱A股”</strong></p><p>踏入11月后,韩国股市是全球资本市场最热闹的地方之一。</p><p>11月初,韩国股市迎来近3年最大涨幅,韩国综合指数KS11在单个交易日大涨5.66%;但涨幅昙花一现,随后一个交易日,该指数盘中跌幅超3%,最终收跌2.33%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c193c8ab8b20c485af220b5377f103\" title=\"\" tg-width=\"831\" tg-height=\"297\"/></p><p>波动如此大,主要来源一纸“卖空禁令”。</p><p>11月5日,韩国金融服务委员会宣布,从11月6日开始,韩国将全面禁止Kospi 200指数和Kosdaq 150指数成分股公司的新卖空头寸,现有头寸则不受影响,禁令将持续到2024年6月底。</p><p>韩国总统尹锡悦表示,将继续实施股市做空禁令,直至根本性的解决方案出炉。他指出,韩国股市波动性较大,散户比重较高,从长期来看禁止做空措施将给提升股市竞争力带来积极影响。</p><p>这是自2008年全球金融危机、2011年欧洲债务危机、2020年疫情后,韩国金融部门第4次在股市采取禁止卖空的措施。</p><p>不过,<strong>原本打算呵护市场的措施却起了反作用。</strong></p><p>韩国交易所数据显示,11月6日-10日期间,仅主板市场,韩国个人投资者就净卖出了1.9万亿韩元,约合104.5亿元人民币。值得注意的是,从今年6月开始,韩国个人投资者已经连续5个月净买入,而这一趋势也随着上述禁令而终结。</p><p>此外,据韩国证券存托结算院的统计数字,11月6-10日,韩国个人投资者净买入2.8亿美元海外股票。按国家划分,中国股票的购买量仅次于美国,为2860万美元,超过日本位居第二。</p><p>韩国散户对中国A股的兴趣最早可追溯到2008年,韩国第一只A股基金由首家获得QFII资格的资产管理公司——保德信资产运用株式会社(PAMC)推出。</p><p>保德信中国大陆股票基金自2008年7月30日正式发行起,3天内已募集韩币770亿元(约合人民币5.2亿元)。其中670亿元韩币的认购来自韩国散户,100亿韩币的认购来自保德信资产运用株式会社的母公司保德信金融集团。光大保德信基金管理有限公司当时为这只韩国QFII基金提供A股投顾服务。</p><p>业内人士指出,韩国散户关注中国股票市场,在很大程度上是因为中国14亿人口的市场对韩国经济影响至深。</p><p><strong>2019-2022年,韩国对中国出口金额分别为1362亿美元、1326亿美元、1629亿美元、1558亿美元,均超过美国和日本之和。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/939957c403c635822230479f644fde8c\" title=\"\" tg-width=\"830\" tg-height=\"539\"/></p><p>外界认为,中国多年是韩国最大顺差来源,并已成为韩国最大贸易伙伴,极高的经济相关性推动了韩国对A股的投资。</p><p>同时,韩国的金融开放、科技电子产业升级和医疗养老等进程走在中国之前,因此韩国投资者似乎可通过“后视镜”来把握未来中国经济发展、产业升级的路径。</p><p>有在韩国发行A股基金的产品负责人对国内媒体提及:<strong>“韩国投资者向来偏爱A股,零售市场A股基金销售常年排在前三。”</strong></p><p>据悉,上述基金一般通过QFII额度或沪深港通布局A股,相比更保守、内向型的日本投资者,韩国投资者对A股的了解和配置度更高。</p><p><strong>幻想在A股一夜暴富</strong></p><p>对于韩国散户而言,他们放眼全球,寻找可以一夜暴富的机会。</p><p>韩国社会长期存在的财阀垄断,导致大多数年轻人难以通过努力奋斗实现阶级跃迁,在经济下行的影响之下,进而选择了激进的投资方式来实现“一夜暴富”。</p><p>一项调查数据显示,<strong>韩国股市活跃账户超过6000万个,约为全国人口的1.16倍,股民中大约80%是散户,其中30岁以下年轻人是主力大军。</strong></p><p>以韩国股市的体量来看,的确是难以满足这些年轻散户们“一夜暴富”的梦想。据韩国证券交易所数据,截至10月31日,韩国KOSPI指数市值按当天汇率调整为1.34万亿美元;可供参考的是,12月6日,A股总市值按当天汇率调整为12.28万亿美元。</p><p>相比之下,A股等海外市场给予韩国散户更大的博弈空间,于是这些散户们纷纷冲出国门,投资其他市场股票和基金。这些韩国资金以自己的真金白银与外资进行对抗,在资本市场上进行各种极限操作,<strong>比如借助ETF渠道抄底俄罗斯市场,也把特斯拉股票炒得翻天覆地。</strong></p><p>此外,韩国的房地产市场早就出现了“崩盘”迹象,留给散户们在国内可以“倒腾”的空间已经不多了。根据亚洲日报报道,2023年韩国的房价下跌了18.6%,在首尔部分公寓价格下跌了30%到40%,成交量更是暴跌70%以上。</p><p>到现在,韩国房价已经连续第11个月下降,创下了自2008年金融危机以来的新下跌记录。</p><p>早在2020年,韩国散户就曾大幅加仓A股,引发市场关注。韩国证券托管局的数据显示,韩国投资者在当年7月净买入2.027亿美元A股基金,是上月8830万美元的两倍多。</p><p>况且,韩国投资者在投资领域向来以激进著称,A股存在的风险性并不会阻碍他们的投资热情。据称,一位在三星电子工作的韩国企业高管,一口气投资了胡志明市的13套高端公寓,而类似一次性购买多套房产的韩国人并不罕见。</p><p>韩国散户还涌入数字货币市场,甚至在该投资领域出现了一个专有名词叫“泡菜溢价”,指的是韩国民众的热情推高了数字货币价格,以至于比海外市场高出一大截。</p><p>据悉,<strong>某种数字货币如果是第一次登陆韩国币圈,基本上涨幅都会是10%以上。2018年1月初甚至有比特币在韩国的价格较当时的国际综合价格高约近50%的情况出现。</strong></p><p>但炒币在韩国酿成过悲剧,去年5月,在韩国很热门的数字货币露娜币的价格从100美元左右跌到近乎为零,很多韩国投资者难以接受,甚至大呼要自杀。</p><p>2022年5月底,就有一家三口开车投海自尽,轰动韩国。警方在调查中发现该家庭的男方死前曾在网上大量搜索“露娜币”“安眠药”,这自杀案件就有可能是在投资露娜币失败导致的。</p><p><strong>聪明钱抄底中国</strong></p><p>对于A股来说,韩国资金等外资,其实在中国资本市场总体交易量占比并不大,更多的是起到信号作用,从而有“聪明钱”一说。</p><p>知名财经专家、被誉为“中国最精准分析师”的洪颢在其著作《预测:经济、周期与市场泡沫》中提及:</p><p><strong>“数据显示,2020年3月,沪港通北上资金创纪录地净流出。在2015年4月,也就是2015年6月泡沫破灭前夕,以及2018年2月中国股市史上最剧烈的市场回调之一即将开始时,都出现过类似的北上资金出逃情况,这些北上资金往往是‘聪明钱’。”</strong></p><p>最近,韩国股民涌入A股原因也很简单,就是中国股市目前看起来“跌出了机会”。</p><p>交易数据显示,8月初,在管理层一句“活跃资本市场”的刺激下,沪深300指数冲上4000点,但随后迅速调头并一路下跌。</p><p>12月7日,沪深300指数报3391.28点,距离8月初的水平,跌幅超过15%,大盘尚且如此,个股就恐怕更严重了。</p><p>此外,<strong>最新沪深300指数也已经低过2022年10月份、“放开”前至暗时刻的水平;同时,从估值水平看,最新沪深300指数市盈率为10.8倍,也十分接近去年10月“放开”前的10.31倍数据。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eb5fc4a62b001678e91fca618a45f3a\" title=\"\" tg-width=\"830\" tg-height=\"539\"/></p><p>如此大的跌幅,在一些技术派眼中是有吸引力的,而且这些聪明资金并不傻,他们知道中国的监管层面对于资本市场一定要做强做大的决心,也知道上证3000点的隐形底线,即使跌破也会失而复得。</p><p>值得注意的是,<strong>不止韩国散户,近年来中东地区的资本也不断瞄准A股市场,启动“买买买”模式。</strong></p><p>据此前披露的上市公司半年报,阿布扎比投资局共出现在26家公司的前十大流通股东名列中。</p><p>其中,阿布扎比投资局今年二季度新买入千禾味业、紫金矿业、健康元等10家A股公司。科威特政府投资局也持续布局A股市场,二季度买入鼎通科技、铁科轨道、贝泰妮等,此外还对不少股票进行了加仓。</p><p>随着近期政府发布的一揽子推动经济复苏措施,叠加对中美关系预期的变化,中国股市风险将进一步降低。</p><p>最近韩国股民等“聪明钱”涌入A股,也许预示着对中国市场的信心增强,对中国经济的看好程度提高。</p></body></html>","source":"lsy1585100238576","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>韩国年轻人涌入A股抄底,被3000点保卫战打懵了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国年轻人涌入A股抄底,被3000点保卫战打懵了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-08 18:49 北京时间 <a href=https://mp.weixin.qq.com/s/2OOcL_lxcsMm1ymh52HaHQ><strong>金角财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 塞尔达A股近期的波动,触动了一众韩国散户的神经。12月5日,A股市场早盘震荡调整,三大指数均走低,沪指下跌近0.8%,时隔一个半月再度失守3000点。尽管早盘收盘时,沪指险守3000点,但午后大盘指数却再度加速下行,截至当日收盘,失守3000点。根据相关统计,这已经是A股历史上第53次在上证3000点附近的“拉锯战”。就在如此波动的情况下,韩国的散户资金在11月后正逃离该国股市,毅然决定...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2OOcL_lxcsMm1ymh52HaHQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/2OOcL_lxcsMm1ymh52HaHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137370025","content_text":"作者 | 塞尔达A股近期的波动,触动了一众韩国散户的神经。12月5日,A股市场早盘震荡调整,三大指数均走低,沪指下跌近0.8%,时隔一个半月再度失守3000点。尽管早盘收盘时,沪指险守3000点,但午后大盘指数却再度加速下行,截至当日收盘,失守3000点。根据相关统计,这已经是A股历史上第53次在上证3000点附近的“拉锯战”。就在如此波动的情况下,韩国的散户资金在11月后正逃离该国股市,毅然决定抄底A股。据韩国官方机构数据,11月6日-10日,仅主板市场,韩国个人投资者就净卖出了1.9万亿韩元,约合104.5亿元人民币。同期,这些韩国散户净买入2.8亿美元海外股票。按国家划分,中国股票的购买量仅次于美国,为2860万美元,超过日本位居第二。似乎长期被中国散户吐槽“跌跌不休”的大A,正成为他国投资者眼中的“香饽饽”。“韩国投资者向来偏爱A股”踏入11月后,韩国股市是全球资本市场最热闹的地方之一。11月初,韩国股市迎来近3年最大涨幅,韩国综合指数KS11在单个交易日大涨5.66%;但涨幅昙花一现,随后一个交易日,该指数盘中跌幅超3%,最终收跌2.33%。波动如此大,主要来源一纸“卖空禁令”。11月5日,韩国金融服务委员会宣布,从11月6日开始,韩国将全面禁止Kospi 200指数和Kosdaq 150指数成分股公司的新卖空头寸,现有头寸则不受影响,禁令将持续到2024年6月底。韩国总统尹锡悦表示,将继续实施股市做空禁令,直至根本性的解决方案出炉。他指出,韩国股市波动性较大,散户比重较高,从长期来看禁止做空措施将给提升股市竞争力带来积极影响。这是自2008年全球金融危机、2011年欧洲债务危机、2020年疫情后,韩国金融部门第4次在股市采取禁止卖空的措施。不过,原本打算呵护市场的措施却起了反作用。韩国交易所数据显示,11月6日-10日期间,仅主板市场,韩国个人投资者就净卖出了1.9万亿韩元,约合104.5亿元人民币。值得注意的是,从今年6月开始,韩国个人投资者已经连续5个月净买入,而这一趋势也随着上述禁令而终结。此外,据韩国证券存托结算院的统计数字,11月6-10日,韩国个人投资者净买入2.8亿美元海外股票。按国家划分,中国股票的购买量仅次于美国,为2860万美元,超过日本位居第二。韩国散户对中国A股的兴趣最早可追溯到2008年,韩国第一只A股基金由首家获得QFII资格的资产管理公司——保德信资产运用株式会社(PAMC)推出。保德信中国大陆股票基金自2008年7月30日正式发行起,3天内已募集韩币770亿元(约合人民币5.2亿元)。其中670亿元韩币的认购来自韩国散户,100亿韩币的认购来自保德信资产运用株式会社的母公司保德信金融集团。光大保德信基金管理有限公司当时为这只韩国QFII基金提供A股投顾服务。业内人士指出,韩国散户关注中国股票市场,在很大程度上是因为中国14亿人口的市场对韩国经济影响至深。2019-2022年,韩国对中国出口金额分别为1362亿美元、1326亿美元、1629亿美元、1558亿美元,均超过美国和日本之和。外界认为,中国多年是韩国最大顺差来源,并已成为韩国最大贸易伙伴,极高的经济相关性推动了韩国对A股的投资。同时,韩国的金融开放、科技电子产业升级和医疗养老等进程走在中国之前,因此韩国投资者似乎可通过“后视镜”来把握未来中国经济发展、产业升级的路径。有在韩国发行A股基金的产品负责人对国内媒体提及:“韩国投资者向来偏爱A股,零售市场A股基金销售常年排在前三。”据悉,上述基金一般通过QFII额度或沪深港通布局A股,相比更保守、内向型的日本投资者,韩国投资者对A股的了解和配置度更高。幻想在A股一夜暴富对于韩国散户而言,他们放眼全球,寻找可以一夜暴富的机会。韩国社会长期存在的财阀垄断,导致大多数年轻人难以通过努力奋斗实现阶级跃迁,在经济下行的影响之下,进而选择了激进的投资方式来实现“一夜暴富”。一项调查数据显示,韩国股市活跃账户超过6000万个,约为全国人口的1.16倍,股民中大约80%是散户,其中30岁以下年轻人是主力大军。以韩国股市的体量来看,的确是难以满足这些年轻散户们“一夜暴富”的梦想。据韩国证券交易所数据,截至10月31日,韩国KOSPI指数市值按当天汇率调整为1.34万亿美元;可供参考的是,12月6日,A股总市值按当天汇率调整为12.28万亿美元。相比之下,A股等海外市场给予韩国散户更大的博弈空间,于是这些散户们纷纷冲出国门,投资其他市场股票和基金。这些韩国资金以自己的真金白银与外资进行对抗,在资本市场上进行各种极限操作,比如借助ETF渠道抄底俄罗斯市场,也把特斯拉股票炒得翻天覆地。此外,韩国的房地产市场早就出现了“崩盘”迹象,留给散户们在国内可以“倒腾”的空间已经不多了。根据亚洲日报报道,2023年韩国的房价下跌了18.6%,在首尔部分公寓价格下跌了30%到40%,成交量更是暴跌70%以上。到现在,韩国房价已经连续第11个月下降,创下了自2008年金融危机以来的新下跌记录。早在2020年,韩国散户就曾大幅加仓A股,引发市场关注。韩国证券托管局的数据显示,韩国投资者在当年7月净买入2.027亿美元A股基金,是上月8830万美元的两倍多。况且,韩国投资者在投资领域向来以激进著称,A股存在的风险性并不会阻碍他们的投资热情。据称,一位在三星电子工作的韩国企业高管,一口气投资了胡志明市的13套高端公寓,而类似一次性购买多套房产的韩国人并不罕见。韩国散户还涌入数字货币市场,甚至在该投资领域出现了一个专有名词叫“泡菜溢价”,指的是韩国民众的热情推高了数字货币价格,以至于比海外市场高出一大截。据悉,某种数字货币如果是第一次登陆韩国币圈,基本上涨幅都会是10%以上。2018年1月初甚至有比特币在韩国的价格较当时的国际综合价格高约近50%的情况出现。但炒币在韩国酿成过悲剧,去年5月,在韩国很热门的数字货币露娜币的价格从100美元左右跌到近乎为零,很多韩国投资者难以接受,甚至大呼要自杀。2022年5月底,就有一家三口开车投海自尽,轰动韩国。警方在调查中发现该家庭的男方死前曾在网上大量搜索“露娜币”“安眠药”,这自杀案件就有可能是在投资露娜币失败导致的。聪明钱抄底中国对于A股来说,韩国资金等外资,其实在中国资本市场总体交易量占比并不大,更多的是起到信号作用,从而有“聪明钱”一说。知名财经专家、被誉为“中国最精准分析师”的洪颢在其著作《预测:经济、周期与市场泡沫》中提及:“数据显示,2020年3月,沪港通北上资金创纪录地净流出。在2015年4月,也就是2015年6月泡沫破灭前夕,以及2018年2月中国股市史上最剧烈的市场回调之一即将开始时,都出现过类似的北上资金出逃情况,这些北上资金往往是‘聪明钱’。”最近,韩国股民涌入A股原因也很简单,就是中国股市目前看起来“跌出了机会”。交易数据显示,8月初,在管理层一句“活跃资本市场”的刺激下,沪深300指数冲上4000点,但随后迅速调头并一路下跌。12月7日,沪深300指数报3391.28点,距离8月初的水平,跌幅超过15%,大盘尚且如此,个股就恐怕更严重了。此外,最新沪深300指数也已经低过2022年10月份、“放开”前至暗时刻的水平;同时,从估值水平看,最新沪深300指数市盈率为10.8倍,也十分接近去年10月“放开”前的10.31倍数据。如此大的跌幅,在一些技术派眼中是有吸引力的,而且这些聪明资金并不傻,他们知道中国的监管层面对于资本市场一定要做强做大的决心,也知道上证3000点的隐形底线,即使跌破也会失而复得。值得注意的是,不止韩国散户,近年来中东地区的资本也不断瞄准A股市场,启动“买买买”模式。据此前披露的上市公司半年报,阿布扎比投资局共出现在26家公司的前十大流通股东名列中。其中,阿布扎比投资局今年二季度新买入千禾味业、紫金矿业、健康元等10家A股公司。科威特政府投资局也持续布局A股市场,二季度买入鼎通科技、铁科轨道、贝泰妮等,此外还对不少股票进行了加仓。随着近期政府发布的一揽子推动经济复苏措施,叠加对中美关系预期的变化,中国股市风险将进一步降低。最近韩国股民等“聪明钱”涌入A股,也许预示着对中国市场的信心增强,对中国经济的看好程度提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":226999991255080,"gmtCreate":1696427980172,"gmtModify":1696429337361,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"俄罗斯与欧佩克再次达成石油减产至年底的协议,也就是说通货膨胀扔在威胁美国经济的情况下美联储想要结束加息周期仍然比较困难,毕竟能够通过操控美元霸权来对外转嫁通胀成本何乐而不为呢?否则看看缺少货币霸权的欧洲在高通胀面前所处的窘境就很清楚了。但也不能因此就说美联储年底前停止加息完全没有可能性,俄乌战争有可能在隆冬时节走向暂时的结束,双方的战争本质上就不是对称战争,也不具备持续消耗的客观条件,最近波兰态度的微妙转变也正从侧面说明这一情况。一旦战争危机解除外部被砸烂的价值体系将会迅速被美国资本重估,而这势必要伴随着美元热环流的快速推进。//<a href=\"https://laohu8.com/U/3468322318173915\">@阳光财经</a>:美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】","listText":"俄罗斯与欧佩克再次达成石油减产至年底的协议,也就是说通货膨胀扔在威胁美国经济的情况下美联储想要结束加息周期仍然比较困难,毕竟能够通过操控美元霸权来对外转嫁通胀成本何乐而不为呢?否则看看缺少货币霸权的欧洲在高通胀面前所处的窘境就很清楚了。但也不能因此就说美联储年底前停止加息完全没有可能性,俄乌战争有可能在隆冬时节走向暂时的结束,双方的战争本质上就不是对称战争,也不具备持续消耗的客观条件,最近波兰态度的微妙转变也正从侧面说明这一情况。一旦战争危机解除外部被砸烂的价值体系将会迅速被美国资本重估,而这势必要伴随着美元热环流的快速推进。//<a href=\"https://laohu8.com/U/3468322318173915\">@阳光财经</a>:美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】","text":"俄罗斯与欧佩克再次达成石油减产至年底的协议,也就是说通货膨胀扔在威胁美国经济的情况下美联储想要结束加息周期仍然比较困难,毕竟能够通过操控美元霸权来对外转嫁通胀成本何乐而不为呢?否则看看缺少货币霸权的欧洲在高通胀面前所处的窘境就很清楚了。但也不能因此就说美联储年底前停止加息完全没有可能性,俄乌战争有可能在隆冬时节走向暂时的结束,双方的战争本质上就不是对称战争,也不具备持续消耗的客观条件,最近波兰态度的微妙转变也正从侧面说明这一情况。一旦战争危机解除外部被砸烂的价值体系将会迅速被美国资本重估,而这势必要伴随着美元热环流的快速推进。//@阳光财经:美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226999991255080","repostId":"226526009471072","repostType":1,"repost":{"id":226526009471072,"gmtCreate":1696333643874,"gmtModify":1696334192563,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n 美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】\n \n","listText":"美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】","text":"美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/226526009471072","isVote":1,"tweetType":2,"object":{"id":"f6e7eb85c73f4c189ded4ff04f08dc09","tweetId":"226526009471072","title":"美股:美债收益率再创新高,大盘却不大跌,这不蹊跷吗?【2023-10-02】","videoUrl":"http://v.tigerbbs.com/16963336399366c17164f88c1c168895417380063f584.mp4","poster":"https://static.tigerbbs.com/34819e06cc5d1c59536e799207f9b882","shareLink":"http://v.tigerbbs.com/16963336399366c17164f88c1c168895417380063f584.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187654896173072,"gmtCreate":1686840292835,"gmtModify":1686840293787,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>被低估了","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a>被低估了","text":"$谷歌(GOOG)$ 被低估了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187654896173072","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655198791,"gmtCreate":1686750804113,"gmtModify":1686750807327,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"年初买入英伟达期权,由于到期切换了谷歌期权,今日谷歌期权也已经开始减仓切换了其它期权","listText":"年初买入英伟达期权,由于到期切换了谷歌期权,今日谷歌期权也已经开始减仓切换了其它期权","text":"年初买入英伟达期权,由于到期切换了谷歌期权,今日谷歌期权也已经开始减仓切换了其它期权","images":[{"img":"https://static.tigerbbs.com/01a4a8f317c2cbc800d55636874eb70d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655198791","repostId":"187135791104088","repostType":1,"repost":{"id":187135791104088,"gmtCreate":1686711135449,"gmtModify":1686713358287,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【老虎九周年】王者争霸赛,你90%收益率的晒单来自哪些股票?","htmlText":"以实盘论英雄,晒持仓当王者,亲爱的虎友们,你是否有收益率90%以上的持仓呢?快来评论区分享你的晒单,赢取心动奖励!在老虎九周年庆的狂欢中,我们迎来了一场激动人心的王者争霸赛!这次的战场是你的投资领域,而你的90%收益率晒单将成为荣耀的象征!作为老虎社区的精英投资者,你的投资智慧将在这里闪耀!小虎君想邀请广大虎友分享90%以上投资收益率的晒单,并告诉我们您成功的秘诀以及这些股票的神奇之处。请在评论区分享您的交易记录页面或股票盈利截图,同时附上对这些股票的独到见解和投资策略,让大家一同领略您的王者风采吧!【参与方式】在本贴评论区留言晒出你90%以上投资收益率的晒单,分享一下你的交易策略、交易心得。如何参与晒单?点击APP的“交易”页面,选择交易的期权,点击持仓盈亏分享,即可解锁萌萌的小虎表情包。点击截图之后,即视为完成参与!【活动奖励】凡是在评论区晒出收益率90%以上截图,并@你的好友一起参加活动的虎友均可以获得免佣卡一张,除此之外,还有机会获得以下奖励:人气奖:我们会选取评论获赞量最高的虎友赠予小虎魔方一个盈利王:我们会选取晒单收益最高的虎友,赠予老虎限量版雨伞一个【活动时间】本活动截止时间为北京时间6月21日晚20:00;欢迎大家积极参与哦~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"以实盘论英雄,晒持仓当王者,亲爱的虎友们,你是否有收益率90%以上的持仓呢?快来评论区分享你的晒单,赢取心动奖励!在老虎九周年庆的狂欢中,我们迎来了一场激动人心的王者争霸赛!这次的战场是你的投资领域,而你的90%收益率晒单将成为荣耀的象征!作为老虎社区的精英投资者,你的投资智慧将在这里闪耀!小虎君想邀请广大虎友分享90%以上投资收益率的晒单,并告诉我们您成功的秘诀以及这些股票的神奇之处。请在评论区分享您的交易记录页面或股票盈利截图,同时附上对这些股票的独到见解和投资策略,让大家一同领略您的王者风采吧!【参与方式】在本贴评论区留言晒出你90%以上投资收益率的晒单,分享一下你的交易策略、交易心得。如何参与晒单?点击APP的“交易”页面,选择交易的期权,点击持仓盈亏分享,即可解锁萌萌的小虎表情包。点击截图之后,即视为完成参与!【活动奖励】凡是在评论区晒出收益率90%以上截图,并@你的好友一起参加活动的虎友均可以获得免佣卡一张,除此之外,还有机会获得以下奖励:人气奖:我们会选取评论获赞量最高的虎友赠予小虎魔方一个盈利王:我们会选取晒单收益最高的虎友,赠予老虎限量版雨伞一个【活动时间】本活动截止时间为北京时间6月21日晚20:00;欢迎大家积极参与哦~<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"以实盘论英雄,晒持仓当王者,亲爱的虎友们,你是否有收益率90%以上的持仓呢?快来评论区分享你的晒单,赢取心动奖励!在老虎九周年庆的狂欢中,我们迎来了一场激动人心的王者争霸赛!这次的战场是你的投资领域,而你的90%收益率晒单将成为荣耀的象征!作为老虎社区的精英投资者,你的投资智慧将在这里闪耀!小虎君想邀请广大虎友分享90%以上投资收益率的晒单,并告诉我们您成功的秘诀以及这些股票的神奇之处。请在评论区分享您的交易记录页面或股票盈利截图,同时附上对这些股票的独到见解和投资策略,让大家一同领略您的王者风采吧!【参与方式】在本贴评论区留言晒出你90%以上投资收益率的晒单,分享一下你的交易策略、交易心得。如何参与晒单?点击APP的“交易”页面,选择交易的期权,点击持仓盈亏分享,即可解锁萌萌的小虎表情包。点击截图之后,即视为完成参与!【活动奖励】凡是在评论区晒出收益率90%以上截图,并@你的好友一起参加活动的虎友均可以获得免佣卡一张,除此之外,还有机会获得以下奖励:人气奖:我们会选取评论获赞量最高的虎友赠予小虎魔方一个盈利王:我们会选取晒单收益最高的虎友,赠予老虎限量版雨伞一个【活动时间】本活动截止时间为北京时间6月21日晚20:00;欢迎大家积极参与哦~$老虎证券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/6a533a4a16c083ef1e27f9c0f844934f","width":"1382","height":"1036"},{"img":"https://static.tigerbbs.com/a41c91f68882c3047f30ef4fcf07f4de","width":"679","height":"588"},{"img":"https://static.tigerbbs.com/a82888507c2a2a8c8420028caa6ea1f7","width":"1920","height":"1280"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187135791104088","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":656214896,"gmtCreate":1683725901215,"gmtModify":1683726014245,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656214896","repostId":"2334567757","repostType":4,"repost":{"id":"2334567757","pubTimestamp":1683723056,"share":"https://www.laohu8.com/m/news/2334567757?lang=&edition=full","pubTime":"2023-05-10 20:50","market":"us","language":"zh","title":"大变盘前奏?市场“恐慌情绪”恐飙升至数月高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2334567757","media":"金十数据","summary":"CPI报告出炉前夕,投资者正严防市场出现断崖式下跌!对崩盘保险的需求飙升至数月高位,这或许是件好事?","content":"<html><head></head><body><p><strong>美国期权市场对股市崩盘保险的需求已飙升至数月高位</strong>,尽管股市在经历了年初的震荡后已趋于平静。</p><p>标普500指数今年迄今累计上涨7%,在这种行情下,美国股市的波动性有所下降。然而,<strong>从提高美国债务上限到美联储政策等一系列隐忧仍挥之不去,促使一些投资者建立在股市暴跌时可能获利的头寸。</strong></p><p><strong>衡量看跌期权与看涨期权相对需求,同时也是衡量市场恐慌情绪的指标——标普500指数三个月期偏斜指数上周触及2021年12月以来的最高水平。</strong>看跌期权授予持有者在未来以固定价格出售股票的权利,而看涨期权则授予其购买股票的权利。</p><p>这与衡量投资者焦虑程度的最著名指标<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>波动率指数VIX形成鲜明对比,该指数目前徘徊在18个月低点附近。</p><p>Elevation Securities衍生品和量化策略主管奥姆普拉卡什(Anand Omprakash)说,<strong>偏斜指数上升表明,投资者正在消化股市断崖式暴跌的预期</strong>,这种下跌比去年稳步下跌19.4%的下跌更为凶猛。奥姆普拉卡什称:</p><blockquote>“幕后的期权交易商非常谨慎。”</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3e4a7314ddf194871a5e2b5a80d975\" tg-width=\"1320\" tg-height=\"1000\"/></p><p>今年3月,随着硅谷银行和签名银行的倒闭搅乱了银行业,对破产保护的需求激增。</p><p>尽管近几周股市的波动已从地区银行危机期间的水平回落,但<strong>投资者认为未来仍有许多引发波动的因素。其中包括,如果国会不提高债务上限,美国可能在几周内出现前所未有的债务违约。</strong></p><p><strong>风险敞口增加!投资者不敢掉以轻心</strong></p><p>去年大幅减持股票的<strong>投资者重新增加对股票的配置,这也让市场参与者有理由寻求保护</strong>。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>的数据显示,机构投资者的股票敞口在2022年跌至10年来的低点(不包括2020年3月因新冠疫情引发的市场崩盘)后,已经小幅上升。</p><p>野村证券负责跨资产策略的董事总经理Charlie McElligott称,去年,<strong>“市场不需要对冲,因为(对股票的)风险敞口很小”</strong>。</p><p>McElligott表示,由于投资者押注美联储可能结束加息,“近几个月来有大量资金重新进入这一市场。因此,现在他们需要再次对冲下行风险”。</p><p><strong>偏斜指数走高的另一个原因与近期波动性下降有关</strong>,波动率指数从去年近40的高点降至18左右。<strong>随着波动性下降和市场走高,市场突然暴跌的可能性也在增加</strong>。Susquehanna策略师Christopher Jacobson表示,<strong>这促使市场参与者利用一些尾部风险对冲工具对下行风险进行保护。</strong></p><p>所谓的尾部风险对冲工具,指的是防范意外事件造成巨额财务损失风险的期权头寸。</p><p>Jacobson表示,与此同时,随着投资者更多地投资于股市,<strong>对“担心错过(行情)”的看涨期权的需求减少</strong>,导致偏斜指数倾向于看跌期权。</p><p><strong>坏消息就是好消息?</strong></p><p>从历史经验来看,<strong>市场焦虑加剧实际上对股市来说可能是个好兆头</strong>。野村证券对1997年以来数据的分析显示,当三个月偏度指标处于第90百分位或更高时,标普500指数在未来一个月、两个月、三个月和六个月期间的表现往往会好于该指标处于中部或底部时的表现。</p><p>一种解释与期权套期保值机制有关。当投资者购买对冲股票下跌的衍生品时,包括大型银行或<a href=\"https://laohu8.com/S/FISI\">金融机构</a>在内的做市商往往通过出售股票期货来管理自己的风险。</p><p>如果市场上涨且期权对冲到期,<strong>交易商可能被迫回购他们做空的股票期货,从而进一步提振市场</strong>。野村证券的McElligott表示:</p><blockquote>“那些我们倾向于‘过度对冲’的事件为市场变暖提供了燃料。”</blockquote></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大变盘前奏?市场“恐慌情绪”恐飙升至数月高位</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大变盘前奏?市场“恐慌情绪”恐飙升至数月高位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-10 20:50 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=112296&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国期权市场对股市崩盘保险的需求已飙升至数月高位,尽管股市在经历了年初的震荡后已趋于平静。标普500指数今年迄今累计上涨7%,在这种行情下,美国股市的波动性有所下降。然而,从提高美国债务上限到美联储政策等一系列隐忧仍挥之不去,促使一些投资者建立在股市暴跌时可能获利的头寸。衡量看跌期权与看涨期权相对需求,同时也是衡量市场恐慌情绪的指标——标普500指数三个月期偏斜指数上周触及2021年12月以来的...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=112296&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c4d7f8700530984091f56499d0cfad7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=112296&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334567757","content_text":"美国期权市场对股市崩盘保险的需求已飙升至数月高位,尽管股市在经历了年初的震荡后已趋于平静。标普500指数今年迄今累计上涨7%,在这种行情下,美国股市的波动性有所下降。然而,从提高美国债务上限到美联储政策等一系列隐忧仍挥之不去,促使一些投资者建立在股市暴跌时可能获利的头寸。衡量看跌期权与看涨期权相对需求,同时也是衡量市场恐慌情绪的指标——标普500指数三个月期偏斜指数上周触及2021年12月以来的最高水平。看跌期权授予持有者在未来以固定价格出售股票的权利,而看涨期权则授予其购买股票的权利。这与衡量投资者焦虑程度的最著名指标芝加哥期权交易所波动率指数VIX形成鲜明对比,该指数目前徘徊在18个月低点附近。Elevation Securities衍生品和量化策略主管奥姆普拉卡什(Anand Omprakash)说,偏斜指数上升表明,投资者正在消化股市断崖式暴跌的预期,这种下跌比去年稳步下跌19.4%的下跌更为凶猛。奥姆普拉卡什称:“幕后的期权交易商非常谨慎。”今年3月,随着硅谷银行和签名银行的倒闭搅乱了银行业,对破产保护的需求激增。尽管近几周股市的波动已从地区银行危机期间的水平回落,但投资者认为未来仍有许多引发波动的因素。其中包括,如果国会不提高债务上限,美国可能在几周内出现前所未有的债务违约。风险敞口增加!投资者不敢掉以轻心去年大幅减持股票的投资者重新增加对股票的配置,这也让市场参与者有理由寻求保护。德意志银行的数据显示,机构投资者的股票敞口在2022年跌至10年来的低点(不包括2020年3月因新冠疫情引发的市场崩盘)后,已经小幅上升。野村证券负责跨资产策略的董事总经理Charlie McElligott称,去年,“市场不需要对冲,因为(对股票的)风险敞口很小”。McElligott表示,由于投资者押注美联储可能结束加息,“近几个月来有大量资金重新进入这一市场。因此,现在他们需要再次对冲下行风险”。偏斜指数走高的另一个原因与近期波动性下降有关,波动率指数从去年近40的高点降至18左右。随着波动性下降和市场走高,市场突然暴跌的可能性也在增加。Susquehanna策略师Christopher Jacobson表示,这促使市场参与者利用一些尾部风险对冲工具对下行风险进行保护。所谓的尾部风险对冲工具,指的是防范意外事件造成巨额财务损失风险的期权头寸。Jacobson表示,与此同时,随着投资者更多地投资于股市,对“担心错过(行情)”的看涨期权的需求减少,导致偏斜指数倾向于看跌期权。坏消息就是好消息?从历史经验来看,市场焦虑加剧实际上对股市来说可能是个好兆头。野村证券对1997年以来数据的分析显示,当三个月偏度指标处于第90百分位或更高时,标普500指数在未来一个月、两个月、三个月和六个月期间的表现往往会好于该指标处于中部或底部时的表现。一种解释与期权套期保值机制有关。当投资者购买对冲股票下跌的衍生品时,包括大型银行或金融机构在内的做市商往往通过出售股票期货来管理自己的风险。如果市场上涨且期权对冲到期,交易商可能被迫回购他们做空的股票期货,从而进一步提振市场。野村证券的McElligott表示:“那些我们倾向于‘过度对冲’的事件为市场变暖提供了燃料。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651054174,"gmtCreate":1681370858299,"gmtModify":1681370859776,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"撤蛋","listText":"撤蛋","text":"撤蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651054174","repostId":"2327909645","repostType":4,"repost":{"id":"2327909645","pubTimestamp":1681364608,"share":"https://www.laohu8.com/m/news/2327909645?lang=&edition=full","pubTime":"2023-04-13 13:43","market":"us","language":"zh","title":"股价也能预测!ChatGPT准确率能比分析师高吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2327909645","media":"金十数据","summary":"最新一项实验表明,ChatGPT可基于新闻标题预测股票的隔夜走势,分析师是否会因此“丢饭碗”?但研究人员表示,未来预测能力可能降低……","content":"<html><head></head><body><blockquote>最新一项实验表明,ChatGPT可基于新闻标题预测股票的隔夜走势,分析师是否会因此“丢饭碗”?但研究人员表示,未来预测能力可能降低……</blockquote><blockquote>佛罗里达大学的金融学教授Alejandro Lopez-Lira近日在一篇文章中表示,<strong>大型语料模型能帮助ChatGPT预测股价</strong>。</blockquote><p>Lopez-Lira在最新的一项实验中,<strong>要求ChatGPT利用媒体头条推断股价,发现ChatGPT基于新闻数据的判断比随机预测精准得多</strong>。</p><p>这项实验触及了先进人工智能的核心功能,即AI更强大的数据库和计算能力,而这正是ChatGPT的底层逻辑。但人工智能还会显示出“突发能力”,也就是搭建之初并未预想到的功能。</p><p><strong>如今,ChatGPT就表现出了这样的新功能,可以判断财经头条对于股价涨跌的影响。</strong></p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>在3月26日的一份说明中表示,<strong>大约35%的金融工作面临着被人工智能自动化替代的风险</strong>,金融精英们的工作似乎岌岌可危。Lopez-Lira说,</p><blockquote>“我们几乎可以肯定,但ChatGPT正在理解人类的信息数据,如果市场反应没有非常迅速的话,收益回报将变得可预测。”</blockquote><p>不过,实验的具体过程也反映出,<strong>所谓的“大型语料模型”离取代金融工作还有一定距离</strong>。</p><p>例如,本实验并没有提到目标价格,也不涉及任何数学运算。事实上,ChatGPT式的人工智能经常会编造数字,正如<a href=\"https://laohu8.com/S/MSFT\">微软</a>在今年早些时候的公开演示中展现的那样。有了数据库支持,ChatGPT能通过分析新闻标题分析市场情绪也就不难理解了。</p><p>但Lopez-Lira仍对实验结果表示惊讶,并补充道,成熟的投资者还没有在他们的交易策略引入ChatGPT。</p><blockquote>“从监管上来说,如果AI基于标题数据分析可以给出准确的结果,那么新闻标题将更加重要,同时ChatGPT这类的AI普及率也很重要。另外,AI肯定会威胁到金融分析师的工作。届时我们面临的问题就是,是否还需要分析师?亦或是把文本输入AI模型就能得到我们想要的结果了?”</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f3732b78346e7ea0882286eb9b125ee\" tg-width=\"2000\" tg-height=\"1334\"/></p><p><strong>实验过程</strong></p><p>在这个实验中,Lopez-Lira和他的搭档Yuehua Tang采集了50,000多条新闻标题,话题包括纽约证券交易所、纳斯达克和小型股票交易所的公开交易股票。所有的新闻皆在2022年10月以后发布,因为ChatGPT数据库中没有更新该日期之后的数据,ChatGPT并没有提前训练分析过这些标题。</p><p>然后,他们将这些标题输入到ChatGPT 3.5中,并使用以下提示,</p><blockquote>“假设你是一位金融专家,在荐股方面有丰富经验。如果是好消息,回答“是”,如果是坏消息,回答“否”,如果不确定,回答“未知”,然后在下一行用一句简洁的话详细说明原因。”</blockquote><p>新闻发布的下一个交易日时,Lopez-Lira和Tang会对比ChatGPT判断结果及当日实际股价。</p><p>最后Lopez-Lira发现,<strong>当有新闻标题时,该模型的分析结果会比没有时更准确</strong>。如果仅仅只是让ChatGPT随机分析股价,其结果只有1%的概率与基于新闻标题的分析一样精准。</p><p>尽管其中一些标题带有明显的主观倾向,<strong>但ChatGPT可以忽视主观因素给出正确的判断</strong>。例如,文章中提到一条关于一家公司解决诉讼并支付罚款的标题。虽然标题看起来颇为消极,但ChatGPT正确地推断出这实际上是好消息。</p><p>Lopez-Lira透露,已经有对此感兴趣的对冲基金联系了他。他还说,<strong>如果机构开始整合这项技术,他预计ChatGPT预测股票走势的能力在未来几个月可能会下降</strong>。</p><p>这是因为这个实验只观察了新闻发布的下一个交易日的股票涨跌。但大多数人可能会认为,新闻头条发布的几秒钟内,股市就已经定价了。Lopez-Lira说:</p><blockquote>“随着越来越多的人使用AI工具,市场将变得更加高效,因此收益可预测性会下降。如果在未来五年内继续用这个实验预测收益率,到第五年,收益可预测性可能几乎为零。”</blockquote></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>股价也能预测!ChatGPT准确率能比分析师高吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股价也能预测!ChatGPT准确率能比分析师高吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 13:43 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=110265&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新一项实验表明,ChatGPT可基于新闻标题预测股票的隔夜走势,分析师是否会因此“丢饭碗”?但研究人员表示,未来预测能力可能降低……佛罗里达大学的金融学教授Alejandro Lopez-Lira近日在一篇文章中表示,大型语料模型能帮助ChatGPT预测股价。Lopez-Lira在最新的一项实验中,要求ChatGPT利用媒体头条推断股价,发现ChatGPT基于新闻数据的判断比随机预测精准得多。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=110265&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f3732b78346e7ea0882286eb9b125ee","relate_stocks":{"BK4587":"ChatGPT概念","BK4551":"寇图资本持仓","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4528":"SaaS概念","BK4023":"应用软件"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=110265&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327909645","content_text":"最新一项实验表明,ChatGPT可基于新闻标题预测股票的隔夜走势,分析师是否会因此“丢饭碗”?但研究人员表示,未来预测能力可能降低……佛罗里达大学的金融学教授Alejandro Lopez-Lira近日在一篇文章中表示,大型语料模型能帮助ChatGPT预测股价。Lopez-Lira在最新的一项实验中,要求ChatGPT利用媒体头条推断股价,发现ChatGPT基于新闻数据的判断比随机预测精准得多。这项实验触及了先进人工智能的核心功能,即AI更强大的数据库和计算能力,而这正是ChatGPT的底层逻辑。但人工智能还会显示出“突发能力”,也就是搭建之初并未预想到的功能。如今,ChatGPT就表现出了这样的新功能,可以判断财经头条对于股价涨跌的影响。高盛在3月26日的一份说明中表示,大约35%的金融工作面临着被人工智能自动化替代的风险,金融精英们的工作似乎岌岌可危。Lopez-Lira说,“我们几乎可以肯定,但ChatGPT正在理解人类的信息数据,如果市场反应没有非常迅速的话,收益回报将变得可预测。”不过,实验的具体过程也反映出,所谓的“大型语料模型”离取代金融工作还有一定距离。例如,本实验并没有提到目标价格,也不涉及任何数学运算。事实上,ChatGPT式的人工智能经常会编造数字,正如微软在今年早些时候的公开演示中展现的那样。有了数据库支持,ChatGPT能通过分析新闻标题分析市场情绪也就不难理解了。但Lopez-Lira仍对实验结果表示惊讶,并补充道,成熟的投资者还没有在他们的交易策略引入ChatGPT。“从监管上来说,如果AI基于标题数据分析可以给出准确的结果,那么新闻标题将更加重要,同时ChatGPT这类的AI普及率也很重要。另外,AI肯定会威胁到金融分析师的工作。届时我们面临的问题就是,是否还需要分析师?亦或是把文本输入AI模型就能得到我们想要的结果了?”实验过程在这个实验中,Lopez-Lira和他的搭档Yuehua Tang采集了50,000多条新闻标题,话题包括纽约证券交易所、纳斯达克和小型股票交易所的公开交易股票。所有的新闻皆在2022年10月以后发布,因为ChatGPT数据库中没有更新该日期之后的数据,ChatGPT并没有提前训练分析过这些标题。然后,他们将这些标题输入到ChatGPT 3.5中,并使用以下提示,“假设你是一位金融专家,在荐股方面有丰富经验。如果是好消息,回答“是”,如果是坏消息,回答“否”,如果不确定,回答“未知”,然后在下一行用一句简洁的话详细说明原因。”新闻发布的下一个交易日时,Lopez-Lira和Tang会对比ChatGPT判断结果及当日实际股价。最后Lopez-Lira发现,当有新闻标题时,该模型的分析结果会比没有时更准确。如果仅仅只是让ChatGPT随机分析股价,其结果只有1%的概率与基于新闻标题的分析一样精准。尽管其中一些标题带有明显的主观倾向,但ChatGPT可以忽视主观因素给出正确的判断。例如,文章中提到一条关于一家公司解决诉讼并支付罚款的标题。虽然标题看起来颇为消极,但ChatGPT正确地推断出这实际上是好消息。Lopez-Lira透露,已经有对此感兴趣的对冲基金联系了他。他还说,如果机构开始整合这项技术,他预计ChatGPT预测股票走势的能力在未来几个月可能会下降。这是因为这个实验只观察了新闻发布的下一个交易日的股票涨跌。但大多数人可能会认为,新闻头条发布的几秒钟内,股市就已经定价了。Lopez-Lira说:“随着越来越多的人使用AI工具,市场将变得更加高效,因此收益可预测性会下降。如果在未来五年内继续用这个实验预测收益率,到第五年,收益可预测性可能几乎为零。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":688419316,"gmtCreate":1657785804637,"gmtModify":1704868281691,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"加息100bp是大概率事件,如果不加大加息力度怎么能让新兴经济体崩解呢?新兴经济体不崩解怎么能够造成外围动荡呢?外围不动荡美国怎沫浑水摸鱼呢?不能再外围浑水摸鱼怎么能让美国国内精英集团爆赚呢?美国精英集团不爆赚又拿什么养活底层群体呢?底层生存问题不解决有怎么能够解决美国的整体经济危机呢?总归一句话:美国的问题就是全世界的问题,但美国的利益绝不是全世界的利益。","listText":"加息100bp是大概率事件,如果不加大加息力度怎么能让新兴经济体崩解呢?新兴经济体不崩解怎么能够造成外围动荡呢?外围不动荡美国怎沫浑水摸鱼呢?不能再外围浑水摸鱼怎么能让美国国内精英集团爆赚呢?美国精英集团不爆赚又拿什么养活底层群体呢?底层生存问题不解决有怎么能够解决美国的整体经济危机呢?总归一句话:美国的问题就是全世界的问题,但美国的利益绝不是全世界的利益。","text":"加息100bp是大概率事件,如果不加大加息力度怎么能让新兴经济体崩解呢?新兴经济体不崩解怎么能够造成外围动荡呢?外围不动荡美国怎沫浑水摸鱼呢?不能再外围浑水摸鱼怎么能让美国国内精英集团爆赚呢?美国精英集团不爆赚又拿什么养活底层群体呢?底层生存问题不解决有怎么能够解决美国的整体经济危机呢?总归一句话:美国的问题就是全世界的问题,但美国的利益绝不是全世界的利益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":7,"repostSize":3,"link":"https://laohu8.com/post/688419316","repostId":"688409431","repostType":1,"repost":{"id":688409431,"gmtCreate":1657772226924,"gmtModify":1704868231485,"author":{"id":"3468322318173915","authorId":"3468322318173915","name":"阳光财经","avatar":"https://static.tigerbbs.com/ae4ab676f150a8d357cb5f3e4956d1a0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"","htmlText":"\n \n \n 美股分析:CPI爆9.1,顶住不跌,小心补跌?\n \n","listText":"美股分析:CPI爆9.1,顶住不跌,小心补跌?","text":"美股分析:CPI爆9.1,顶住不跌,小心补跌?","images":[{"img":"https://static.tigerbbs.com/e4a75b1fb3bfdfcbbf333d12125acfad","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688409431","isVote":1,"tweetType":2,"object":{"id":"880d614ee36748fda5c948d88cc4fa5d","tweetId":"688409431","title":"美股分析:CPI爆9.1,顶住不跌,小心补跌?","videoUrl":"http://v.tigerbbs.com/16577722213948f1ddd513623290993713ab0ad0e9f18.mp4","poster":"https://static.tigerbbs.com/e4a75b1fb3bfdfcbbf333d12125acfad","shareLink":"http://v.tigerbbs.com/16577722213948f1ddd513623290993713ab0ad0e9f18.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189281140,"gmtCreate":1623275931580,"gmtModify":1623275931580,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>wsb大厦将倾,诺基亚短期或沦为陪葬品","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>wsb大厦将倾,诺基亚短期或沦为陪葬品","text":"$诺基亚(NOK)$wsb大厦将倾,诺基亚短期或沦为陪葬品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":2,"link":"https://laohu8.com/post/189281140","isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485338771748296","authorId":"3485338771748296","name":"圣地麦加","avatar":"https://static.tigerbbs.com/89fed6d6407affa945a1b6bdcaf275c8","crmLevel":2,"crmLevelSwitch":0},"content":"这是个赤裸裸的空头啊。信他的不去看新闻烂播。","text":"这是个赤裸裸的空头啊。信他的不去看新闻烂播。","html":"这是个赤裸裸的空头啊。信他的不去看新闻烂播。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304323490,"gmtCreate":1605153576710,"gmtModify":1703836450377,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"美国大选腐败必然存在,就算国内选个村长都会贿选,何况面对这种巨大利益呢,这种事情就怕深究,只要一深究没个跑。不但如此我还认为特朗普翻盘的几率很大,第一他掌握了建制派(全球化)的众多肮脏内幕引而未发,第二美国民众已经极度厌烦了建制派的欺世盗名和傲慢,第三媒体操纵大选越来越为世人看清了,第四美国民众不在愿意重回移民冲击下的美国社会。","listText":"美国大选腐败必然存在,就算国内选个村长都会贿选,何况面对这种巨大利益呢,这种事情就怕深究,只要一深究没个跑。不但如此我还认为特朗普翻盘的几率很大,第一他掌握了建制派(全球化)的众多肮脏内幕引而未发,第二美国民众已经极度厌烦了建制派的欺世盗名和傲慢,第三媒体操纵大选越来越为世人看清了,第四美国民众不在愿意重回移民冲击下的美国社会。","text":"美国大选腐败必然存在,就算国内选个村长都会贿选,何况面对这种巨大利益呢,这种事情就怕深究,只要一深究没个跑。不但如此我还认为特朗普翻盘的几率很大,第一他掌握了建制派(全球化)的众多肮脏内幕引而未发,第二美国民众已经极度厌烦了建制派的欺世盗名和傲慢,第三媒体操纵大选越来越为世人看清了,第四美国民众不在愿意重回移民冲击下的美国社会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":6,"link":"https://laohu8.com/post/304323490","isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389434210,"gmtCreate":1612794737730,"gmtModify":1703765121233,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a>今天没戏,还是阴跌态势,直到11号财报公布时开始变盘","listText":"<a href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a>今天没戏,还是阴跌态势,直到11号财报公布时开始变盘","text":"$奥罗拉大麻公司(ACB)$今天没戏,还是阴跌态势,直到11号财报公布时开始变盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/389434210","isVote":1,"tweetType":1,"viewCount":2709,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103788050327","authorId":"3570103788050327","name":"ccBrita","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"发财报才会跌","text":"发财报才会跌","html":"发财报才会跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312400680,"gmtCreate":1612171623140,"gmtModify":1703758211382,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>盘前成交量不理想,主力去了白银,留我们在这里垫后","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>盘前成交量不理想,主力去了白银,留我们在这里垫后","text":"$游戏驿站(GME)$盘前成交量不理想,主力去了白银,留我们在这里垫后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/312400680","isVote":1,"tweetType":1,"viewCount":3967,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559751846525325","authorId":"3559751846525325","name":"赌神周润发","avatar":"https://static.tigerbbs.com/307750c30e88893e61263a541df3565c","crmLevel":1,"crmLevelSwitch":0},"content":"成交量低不好吗?说明大家都不出股票,空头无法回补","text":"成交量低不好吗?说明大家都不出股票,空头无法回补","html":"成交量低不好吗?说明大家都不出股票,空头无法回补"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137987971,"gmtCreate":1622285637993,"gmtModify":1622285637993,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>从三天假期的第一天WSB的发酵程度来看似乎不是很理想,上一次WSB疯狂是因为有带头大哥站出来发声谴责华尔街的贪婪,牵扯到了政治,激起了大多数人的反抗意识,但这次似乎没有这个特质,而只是纯粹的赌博。","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>从三天假期的第一天WSB的发酵程度来看似乎不是很理想,上一次WSB疯狂是因为有带头大哥站出来发声谴责华尔街的贪婪,牵扯到了政治,激起了大多数人的反抗意识,但这次似乎没有这个特质,而只是纯粹的赌博。","text":"$AMC院线(AMC)$从三天假期的第一天WSB的发酵程度来看似乎不是很理想,上一次WSB疯狂是因为有带头大哥站出来发声谴责华尔街的贪婪,牵扯到了政治,激起了大多数人的反抗意识,但这次似乎没有这个特质,而只是纯粹的赌博。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/137987971","isVote":1,"tweetType":1,"viewCount":2507,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574638105197525","authorId":"3574638105197525","name":"钞票厚厚滴","avatar":"https://static.tigerbbs.com/02f805c9a7997a2ceab9f00e661d7078","crmLevel":2,"crmLevelSwitch":0},"content":"明白人还有有不少的,到哪里都不会吃亏,祝发大财","text":"明白人还有有不少的,到哪里都不会吃亏,祝发大财","html":"明白人还有有不少的,到哪里都不会吃亏,祝发大财"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362624807,"gmtCreate":1614633484009,"gmtModify":1703479079940,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>要出公告了,在此之前注定不会太平","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>要出公告了,在此之前注定不会太平","text":"$游戏驿站(GME)$要出公告了,在此之前注定不会太平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/362624807","isVote":1,"tweetType":1,"viewCount":2968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474257555934568","authorId":"3474257555934568","name":"旺财来了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"什么公告?","text":"什么公告?","html":"什么公告?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688413009,"gmtCreate":1657786077702,"gmtModify":1704868283060,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"加息100bp是大概率事件,如果不加大加息力度怎么能让新兴经济体崩解呢?新兴经济体不崩解怎么能够造成外围动荡呢?外围不动荡美国怎沫浑水摸鱼呢?不能再外围浑水摸鱼怎么能让美国国内精英集团爆赚呢?美国精英集团不爆赚又拿什么养活底层群体呢?底层生存问题不解决有怎么能够解决美国的整体经济危机呢?总归一句话:美国的问题就是全世界的问题,但美国的利益绝不是全世界的利益。","listText":"加息100bp是大概率事件,如果不加大加息力度怎么能让新兴经济体崩解呢?新兴经济体不崩解怎么能够造成外围动荡呢?外围不动荡美国怎沫浑水摸鱼呢?不能再外围浑水摸鱼怎么能让美国国内精英集团爆赚呢?美国精英集团不爆赚又拿什么养活底层群体呢?底层生存问题不解决有怎么能够解决美国的整体经济危机呢?总归一句话:美国的问题就是全世界的问题,但美国的利益绝不是全世界的利益。","text":"加息100bp是大概率事件,如果不加大加息力度怎么能让新兴经济体崩解呢?新兴经济体不崩解怎么能够造成外围动荡呢?外围不动荡美国怎沫浑水摸鱼呢?不能再外围浑水摸鱼怎么能让美国国内精英集团爆赚呢?美国精英集团不爆赚又拿什么养活底层群体呢?底层生存问题不解决有怎么能够解决美国的整体经济危机呢?总归一句话:美国的问题就是全世界的问题,但美国的利益绝不是全世界的利益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/688413009","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383383833,"gmtCreate":1612838438622,"gmtModify":1703765680482,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3467405583834690\">@c63</a>:事实上电动汽车并不环保:电动汽车所用电能大部分仍是来自于火力发电,从环保角度来看它和传统燃油车没有本质差别,另外制作电池的原料又几乎全部来自源不可回收的高污染材料。两者综合在一起来看电动汽车似乎更不环保,我们对电动汽车的追捧不过是一种幻象,是幻像迟早都要破灭。//<a href=\"https://laohu8.com/U/3467405583834690\">@c63</a>:2021会是半导体元年,看好台积电,稳稳的,新能源也可关注","listText":"回复 <a href=\"https://laohu8.com/U/3467405583834690\">@c63</a>:事实上电动汽车并不环保:电动汽车所用电能大部分仍是来自于火力发电,从环保角度来看它和传统燃油车没有本质差别,另外制作电池的原料又几乎全部来自源不可回收的高污染材料。两者综合在一起来看电动汽车似乎更不环保,我们对电动汽车的追捧不过是一种幻象,是幻像迟早都要破灭。//<a href=\"https://laohu8.com/U/3467405583834690\">@c63</a>:2021会是半导体元年,看好台积电,稳稳的,新能源也可关注","text":"回复 @c63:事实上电动汽车并不环保:电动汽车所用电能大部分仍是来自于火力发电,从环保角度来看它和传统燃油车没有本质差别,另外制作电池的原料又几乎全部来自源不可回收的高污染材料。两者综合在一起来看电动汽车似乎更不环保,我们对电动汽车的追捧不过是一种幻象,是幻像迟早都要破灭。//@c63:2021会是半导体元年,看好台积电,稳稳的,新能源也可关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/383383833","repostId":"389857335","repostType":1,"repost":{"id":389857335,"gmtCreate":1612754292024,"gmtModify":1703764634159,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"缺芯潮来袭:iPhone断供,全球一芯难求!","htmlText":"近日,越来越多的行业领袖发出警告:他们无法获得足够的芯片来生产他们的产品。 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 表示: 一些新款高端iPhone的销售受到零部件短缺的限制。 <a target=\"_blank\" href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> (荷兰半导体公司)和<a target=\"_blank\" href=\"https://laohu8.com/S/0KED.UK\">$英飞凌(0KED.UK)$</a> (德国半导体公司)表示: 芯片的供应限制已不再局限于汽车行业。 <a target=\"_blank\" href=\"https://laohu8.com/S/SNE\">$索尼(SNE)$</a> 表示: 由于(芯片)生产瓶颈,可能无法在2021年完全满足其新款游戏机的需求。 集微网表示: 安防摄像头厂商已出现大面积缺芯的情况,导致相关芯片价格上涨15%—40%不等,并且该情况可能要维持到二季度甚至下半年。 除此之外,汽车、智能电子设备等行业均出现了芯片供应紧张的情况。 意法半导体公司副总裁及中国区总经理 曹志平 表示: 2021年(半导体)产能扩张要比过去几年更大,供需紧张情况会持续到何时,暂时无法估计。 厦门半导体投资集团董事、总经理 王汇联 表示: 2020年晶圆产能全面紧缺,预计将延续到2021年第三季度至第四季度。 ... ... 最后,大家聊一聊: 你认为2021年,会是半导体元年吗? (元年:帝王即位的第一年,该处意义为“暴涨的一年”) 精彩留言用户可获得888社区积分噢!","listText":"近日,越来越多的行业领袖发出警告:他们无法获得足够的芯片来生产他们的产品。 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 表示: 一些新款高端iPhone的销售受到零部件短缺的限制。 <a target=\"_blank\" href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> (荷兰半导体公司)和<a target=\"_blank\" href=\"https://laohu8.com/S/0KED.UK\">$英飞凌(0KED.UK)$</a> (德国半导体公司)表示: 芯片的供应限制已不再局限于汽车行业。 <a target=\"_blank\" href=\"https://laohu8.com/S/SNE\">$索尼(SNE)$</a> 表示: 由于(芯片)生产瓶颈,可能无法在2021年完全满足其新款游戏机的需求。 集微网表示: 安防摄像头厂商已出现大面积缺芯的情况,导致相关芯片价格上涨15%—40%不等,并且该情况可能要维持到二季度甚至下半年。 除此之外,汽车、智能电子设备等行业均出现了芯片供应紧张的情况。 意法半导体公司副总裁及中国区总经理 曹志平 表示: 2021年(半导体)产能扩张要比过去几年更大,供需紧张情况会持续到何时,暂时无法估计。 厦门半导体投资集团董事、总经理 王汇联 表示: 2020年晶圆产能全面紧缺,预计将延续到2021年第三季度至第四季度。 ... ... 最后,大家聊一聊: 你认为2021年,会是半导体元年吗? (元年:帝王即位的第一年,该处意义为“暴涨的一年”) 精彩留言用户可获得888社区积分噢!","text":"近日,越来越多的行业领袖发出警告:他们无法获得足够的芯片来生产他们的产品。 $苹果(AAPL)$ 表示: 一些新款高端iPhone的销售受到零部件短缺的限制。 $恩智浦(NXPI)$ (荷兰半导体公司)和$英飞凌(0KED.UK)$ (德国半导体公司)表示: 芯片的供应限制已不再局限于汽车行业。 $索尼(SNE)$ 表示: 由于(芯片)生产瓶颈,可能无法在2021年完全满足其新款游戏机的需求。 集微网表示: 安防摄像头厂商已出现大面积缺芯的情况,导致相关芯片价格上涨15%—40%不等,并且该情况可能要维持到二季度甚至下半年。 除此之外,汽车、智能电子设备等行业均出现了芯片供应紧张的情况。 意法半导体公司副总裁及中国区总经理 曹志平 表示: 2021年(半导体)产能扩张要比过去几年更大,供需紧张情况会持续到何时,暂时无法估计。 厦门半导体投资集团董事、总经理 王汇联 表示: 2020年晶圆产能全面紧缺,预计将延续到2021年第三季度至第四季度。 ... ... 最后,大家聊一聊: 你认为2021年,会是半导体元年吗? (元年:帝王即位的第一年,该处意义为“暴涨的一年”) 精彩留言用户可获得888社区积分噢!","images":[{"img":"https://static.tigerbbs.com/3b75a62ebb5be45a6c125d1c3e9b92ff","width":"640","height":"365"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389857335","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":1348,"gmtBegin":1612754565006,"gmtEnd":1614828145297,"type":1,"upper":1,"title":"2021年会是半导体元年吗?","choices":[{"id":5018,"sort":1,"name":"会,赶紧买!","userSize":339,"voted":false},{"id":5019,"sort":2,"name":"不会,正常市场波动!","userSize":95,"voted":false}]},"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566542901759605","authorId":"3566542901759605","name":"一棵阿韭舞镰刀","avatar":"https://static.tigerbbs.com/4516508fafd43f5ab6b05042fa4c1806","crmLevel":2,"crmLevelSwitch":0},"content":"这个说的不对,首先从环保角度,控制集中发电产生的污染远小于每个燃油车污染之总和。其次,发电只是我国的现阶段主要是火力发电,并不能代表全球范围内及未来。趋势不变,每当新事物出现总会有一部分人试图阻挡,但一般都被碾压在历史的车轮下","text":"这个说的不对,首先从环保角度,控制集中发电产生的污染远小于每个燃油车污染之总和。其次,发电只是我国的现阶段主要是火力发电,并不能代表全球范围内及未来。趋势不变,每当新事物出现总会有一部分人试图阻挡,但一般都被碾压在历史的车轮下","html":"这个说的不对,首先从环保角度,控制集中发电产生的污染远小于每个燃油车污染之总和。其次,发电只是我国的现阶段主要是火力发电,并不能代表全球范围内及未来。趋势不变,每当新事物出现总会有一部分人试图阻挡,但一般都被碾压在历史的车轮下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191401908,"gmtCreate":1620895369004,"gmtModify":1620895369004,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>必须要让一部分资金爆仓,不爆仓就没有动力去工作,没人工作制造业就起不来,服务业就起不来。内爆策略既能解决现实问题又不影响货币放水的高层战略。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>必须要让一部分资金爆仓,不爆仓就没有动力去工作,没人工作制造业就起不来,服务业就起不来。内爆策略既能解决现实问题又不影响货币放水的高层战略。","text":"$NQ100指数主连(NQmain)$ 必须要让一部分资金爆仓,不爆仓就没有动力去工作,没人工作制造业就起不来,服务业就起不来。内爆策略既能解决现实问题又不影响货币放水的高层战略。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/191401908","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106297609,"gmtCreate":1620120988501,"gmtModify":1620120988501,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>如果在这个位置横盘一段时间,WSB可能会踏进来,这是诺基亚和主力资金所不愿见到的情况。如果直接向上破位拉涨多方主力资金似乎又能力有限。","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>如果在这个位置横盘一段时间,WSB可能会踏进来,这是诺基亚和主力资金所不愿见到的情况。如果直接向上破位拉涨多方主力资金似乎又能力有限。","text":"$诺基亚(NOK)$如果在这个位置横盘一段时间,WSB可能会踏进来,这是诺基亚和主力资金所不愿见到的情况。如果直接向上破位拉涨多方主力资金似乎又能力有限。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/106297609","isVote":1,"tweetType":1,"viewCount":3695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557511361597589","authorId":"3557511361597589","name":"喜中新股","avatar":"https://static.tigerbbs.com/4ef0013b613a271545b1c05e973c625c","crmLevel":4,"crmLevelSwitch":1},"content":"不是我冒犯,前天你还坚定的说要去补4.26的跳空缺口","text":"不是我冒犯,前天你还坚定的说要去补4.26的跳空缺口","html":"不是我冒犯,前天你还坚定的说要去补4.26的跳空缺口"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312394673,"gmtCreate":1612014207192,"gmtModify":1703757440911,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>对罗宾汉的诉讼很难成功,因为世界是共济会的世界,什么里面出zhengquan来着?","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>对罗宾汉的诉讼很难成功,因为世界是共济会的世界,什么里面出zhengquan来着?","text":"$游戏驿站(GME)$对罗宾汉的诉讼很难成功,因为世界是共济会的世界,什么里面出zhengquan来着?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/312394673","isVote":1,"tweetType":1,"viewCount":2066,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0},"content":"才怪 我不知道你什么价值观 整个责任由美交所承担 罗宾汉也只是个券商而已 不公平的交易到哪里都说不过去 这背后所有美股股民在看 它一个券商都担不起这责任,取消牌照分分钟的事","text":"才怪 我不知道你什么价值观 整个责任由美交所承担 罗宾汉也只是个券商而已 不公平的交易到哪里都说不过去 这背后所有美股股民在看 它一个券商都担不起这责任,取消牌照分分钟的事","html":"才怪 我不知道你什么价值观 整个责任由美交所承担 罗宾汉也只是个券商而已 不公平的交易到哪里都说不过去 这背后所有美股股民在看 它一个券商都担不起这责任,取消牌照分分钟的事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318634477,"gmtCreate":1611850168099,"gmtModify":1703755201552,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>拿着诺基亚的真的不用慌,诺基亚现在刚刚起步,5元附近也处于历史低位,拿个一两年不但回本还能赚不少,现在跌下去也会迅速拉回去","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>拿着诺基亚的真的不用慌,诺基亚现在刚刚起步,5元附近也处于历史低位,拿个一两年不但回本还能赚不少,现在跌下去也会迅速拉回去","text":"$诺基亚(NOK)$拿着诺基亚的真的不用慌,诺基亚现在刚刚起步,5元附近也处于历史低位,拿个一两年不但回本还能赚不少,现在跌下去也会迅速拉回去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318634477","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156250781,"gmtCreate":1625226719743,"gmtModify":1625226719743,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>一周至两周以后是个时间窗口,上涨还是下跌不得而知","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>一周至两周以后是个时间窗口,上涨还是下跌不得而知","text":"$诺基亚(NOK)$一周至两周以后是个时间窗口,上涨还是下跌不得而知","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/156250781","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3483169145229431","authorId":"3483169145229431","name":"赌圣归来","avatar":"https://static.tigerbbs.com/b87dd3a82ad907fd2d06015f1fd59478","crmLevel":1,"crmLevelSwitch":0},"content":"废了 我的票全部废纸了 再见吧","text":"废了 我的票全部废纸了 再见吧","html":"废了 我的票全部废纸了 再见吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385769223,"gmtCreate":1613576530562,"gmtModify":1613576530562,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"自己骗自己,箩筐技术这轮上涨是因为游资炒作垃圾股,你去看看美股最近几乎所有的垃圾股都在暴涨,这种情况下,一旦大盘有点风吹草动这类股票是第一个被宰的,输了就要认输并吸取经验,下次不犯同样的错误,这才是好的投资态度","listText":"自己骗自己,箩筐技术这轮上涨是因为游资炒作垃圾股,你去看看美股最近几乎所有的垃圾股都在暴涨,这种情况下,一旦大盘有点风吹草动这类股票是第一个被宰的,输了就要认输并吸取经验,下次不犯同样的错误,这才是好的投资态度","text":"自己骗自己,箩筐技术这轮上涨是因为游资炒作垃圾股,你去看看美股最近几乎所有的垃圾股都在暴涨,这种情况下,一旦大盘有点风吹草动这类股票是第一个被宰的,输了就要认输并吸取经验,下次不犯同样的错误,这才是好的投资态度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/385769223","repostId":"385708514","repostType":1,"repost":{"id":385708514,"gmtCreate":1613574408438,"gmtModify":1613574408438,"author":{"id":"3456311879889395","authorId":"3456311879889395","name":"novicelayman","avatar":"https://static.tigerbbs.com/988b763d8386d6aeb8961f28f1abfac4","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$</a>这股票是个价值股 长期持有 10倍很easy的","listText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$</a>这股票是个价值股 长期持有 10倍很easy的","text":"$箩筐技术(LKCO)$这股票是个价值股 长期持有 10倍很easy的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385708514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312807583,"gmtCreate":1612082551642,"gmtModify":1703757683169,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>“同志们,你们必须要记住:我们只有一条出路,那就是胜利。还有另外一条路,死亡。死亡不属于工人阶级。——列宁”","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>“同志们,你们必须要记住:我们只有一条出路,那就是胜利。还有另外一条路,死亡。死亡不属于工人阶级。——列宁”","text":"$AMC院线(AMC)$“同志们,你们必须要记住:我们只有一条出路,那就是胜利。还有另外一条路,死亡。死亡不属于工人阶级。——列宁”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312807583","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496498796776416","authorId":"3496498796776416","name":"一颗成长中的韭菜","avatar":"https://static.tigerbbs.com/8599b265d9591278963212d824c04d17","crmLevel":2,"crmLevelSwitch":0},"content":"兄弟严重了,投入少量资本,输了最多股价跌一半,赢了可是10倍收益。完全值得一博,输了,把股票留着,现在amc融资后,有了现金流,疫情过后,自然会反弹。其实这已经是立于不败之地了。","text":"兄弟严重了,投入少量资本,输了最多股价跌一半,赢了可是10倍收益。完全值得一博,输了,把股票留着,现在amc融资后,有了现金流,疫情过后,自然会反弹。其实这已经是立于不败之地了。","html":"兄弟严重了,投入少量资本,输了最多股价跌一半,赢了可是10倍收益。完全值得一博,输了,把股票留着,现在amc融资后,有了现金流,疫情过后,自然会反弹。其实这已经是立于不败之地了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312160142,"gmtCreate":1612067106786,"gmtModify":1703757606182,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>中国十亿平民,一人买一股,就都买出银河系了","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>中国十亿平民,一人买一股,就都买出银河系了","text":"$诺基亚(NOK)$中国十亿平民,一人买一股,就都买出银河系了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/312160142","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485338771748296","authorId":"3485338771748296","name":"圣地麦加","avatar":"https://static.tigerbbs.com/89fed6d6407affa945a1b6bdcaf275c8","crmLevel":2,"crmLevelSwitch":0},"content":"关键是凭什么跟你去买一股?","text":"关键是凭什么跟你去买一股?","html":"关键是凭什么跟你去买一股?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318524183,"gmtCreate":1611877354942,"gmtModify":1703755501035,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>只要下来就加仓","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>只要下来就加仓","text":"$诺基亚(NOK)$只要下来就加仓","images":[{"img":"https://static.tigerbbs.com/b100e8ad0260df2ba1e6439c587085d5","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318524183","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318894584,"gmtCreate":1611847435248,"gmtModify":1703755063541,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>没事晒晒图","listText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>没事晒晒图","text":"$诺基亚(NOK)$没事晒晒图","images":[{"img":"https://static.tigerbbs.com/d374a4fe42f2db6527bec034a66ee0cc","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/318894584","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473246941488298","authorId":"3473246941488298","name":"NewBBC","avatar":"https://static.tigerbbs.com/86c44d51249838c1d32e82ab5ffa7117","crmLevel":2,"crmLevelSwitch":0},"content":"怎么办 割肉吗","text":"怎么办 割肉吗","html":"怎么办 割肉吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":171988062,"gmtCreate":1626702506556,"gmtModify":1626702506556,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FCEL\">$燃料电池能源(FCEL)$</a>0.8%的获利比,活埋了99.2%","listText":"<a href=\"https://laohu8.com/S/FCEL\">$燃料电池能源(FCEL)$</a>0.8%的获利比,活埋了99.2%","text":"$燃料电池能源(FCEL)$0.8%的获利比,活埋了99.2%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/171988062","isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}