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羊坑
2022-05-28
牛
@谋定后动:【美股周记】2022年第20周——到底了?熊来了?衰退了?
羊坑
2022-05-27
买
$Alibaba(BABA)$
@Buy_Sell:🔥【5月26日】美股集体收涨,马斯克提高收购推特砝码!今天买点啥
羊坑
2022-05-26
等
抱歉,原内容已删除
羊坑
2022-05-25
买
$Alibaba(BABA)$
@Buy_Sell:🔥【5月24日】 美股反弹收涨,中概延续下跌,今天买点啥
羊坑
2022-05-24
这波跌来得迟了
@Buy_Sell:🚀【5月19日】美股惨遭血洗!纳指跌4.73%,今天有什么交易计划
羊坑
2022-05-23
是差不多了
@46d9935c:【SGxTIGER送股】市场修正开始!新加坡经济持续弹性
羊坑
2022-05-21
$Microsoft(MSFT)$
买
@Buy_Sell:🚀【5月20日】美股集体收跌,标普跌0.58%逼近熊市,今天有什么交易计划
羊坑
2022-05-20
还没到底
@Buy_Sell:🚀【5月19日】美股惨遭血洗!纳指跌4.73%,今天有什么交易计划
羊坑
2022-05-19
买
$Alibaba(BABA)$
@Buy_Sell:🚀【5月18日】美股全线大涨,科技和中概股引领反弹,今天买点啥
羊坑
2022-05-18
买
$Apple(AAPL)$
吗?
@Buy_Sell:🚀【5月17日】科技股尾盘加速下跌拖累纳指!推特跌超8%,今天买点啥
羊坑
2022-05-17
等
@程俊Dream:美股阶段性底部打造完成,股指有望延续反弹
羊坑
2022-05-16
只能等
@谋定后动:【美股周记】2022年第19周 ——我把子弹都打出去了
羊坑
2022-05-15
啥股
@46d9935c:【SGxTIGER送股】新规则,新奖品,第二阶段来啦!
羊坑
2022-05-14
还会低走
@Buy_Sell:🔥【5月13日】道指六连跌,明星科技股集体熊市,什么值得买?
羊坑
2022-05-13
可以啊
@期权小班长:大盘到底了吗?苹果特斯拉英伟达能抄底吗?还要再买put吗?
羊坑
2022-05-12
熊市就是慢慢建仓,然后等
@交易员Owen:美股的熊市开始了吗?什么位置是底,何时会结束?
羊坑
2022-05-11
做空
@Buy_Sell:🔥【5月10日】 美股全线暴跌“触目惊心”,今天你选择坚守还是做空?
羊坑
2022-05-09
似曾相似的市场
@拉法去热爱:5.6交易计划和纳指后市看法:由多转空了
羊坑
2022-05-08
确实如此,新加坡股市是适合稳稳当当的股息投资
@46d9935c:【SG x TIGER】全球市场起伏不定?新加坡市场,稳健的防守战术!
羊坑
2022-05-07
人人恐慌
@Buy_Sell:🚀【5月6日】 美股血流成河,道指狂泻千点,今天你敢买点啥?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"买<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"买$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614284388","repostId":"614878809","repostType":1,"repost":{"id":614878809,"gmtCreate":1653529521487,"gmtModify":1744960819142,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【5月26日】美股集体收涨,马斯克提高收购推特砝码!今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月26日讯,全国稳住经济大盘电视电话会议力促经济发展,机构称下半年经济有望明显反弹。 港股高开,恒指涨0.5%,国指涨0.4%,恒生科技指数涨0.48%。盘面上,大型科技股集体上涨,<a href=\"https://laohu8.com/S/09988\">$百度(09988)$</a>涨超2%,快手、美团涨超1%,<a 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美股周一收高,主要股指在连续下跌之后反弹,","images":[{"img":"https://static.tigerbbs.com/50c11869217ca1e57925801adc902df7","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614951161","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614960545,"gmtCreate":1653347389087,"gmtModify":1653347390254,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"这波跌来得迟了","listText":"这波跌来得迟了","text":"这波跌来得迟了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614960545","repostId":"615630019","repostType":1,"repost":{"id":615630019,"gmtCreate":1652927190606,"gmtModify":1744960817079,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月19日】美股惨遭血洗!纳指跌4.73%,今天有什么交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯,隔夜美股重挫,滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开,恒指跌2.41%,国指跌2.8%,恒生科技指数跌4.3%。盘面上,大型科技股集体下挫,Q1业绩不及预期,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%;消费类股跌幅靠前,餐饮股、啤酒股普遍下跌,乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面,家电股、香港本地股、医药股部分上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%,JS环球生活逆势高开1.59%。 亚盛医药涨近15%,临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日,担忧通胀和财报不佳,美股创近两年最大跌幅,消费和科技领跌,道指狂泄千点,纳指标普跌超4%,纳指100跌5%为两周最深","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯,隔夜美股重挫,滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开,恒指跌2.41%,国指跌2.8%,恒生科技指数跌4.3%。盘面上,大型科技股集体下挫,Q1业绩不及预期,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%;消费类股跌幅靠前,餐饮股、啤酒股普遍下跌,乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面,家电股、香港本地股、医药股部分上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%,JS环球生活逆势高开1.59%。 亚盛医药涨近15%,临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日,担忧通胀和财报不佳,美股创近两年最大跌幅,消费和科技领跌,道指狂泄千点,纳指标普跌超4%,纳指100跌5%为两周最深","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯,隔夜美股重挫,滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开,恒指跌2.41%,国指跌2.8%,恒生科技指数跌4.3%。盘面上,大型科技股集体下挫,Q1业绩不及预期,$腾讯控股(00700)$ 跌6.46%,$阿里巴巴-SW(09988)$ 跌5.56%,$京东集团-SW(09618)$ 、$小米集团-W(01810)$ 、$美团-W(03690)$ 均跌超4%;消费类股跌幅靠前,餐饮股、啤酒股普遍下跌,乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面,家电股、香港本地股、医药股部分上涨,$亚盛医药-B(06855)$ 大涨近15%,JS环球生活逆势高开1.59%。 亚盛医药涨近15%,临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日,担忧通胀和财报不佳,美股创近两年最大跌幅,消费和科技领跌,道指狂泄千点,纳指标普跌超4%,纳指100跌5%为两周最深","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615630019","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615773170,"gmtCreate":1653268079390,"gmtModify":1653268080560,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"是差不多了","listText":"是差不多了","text":"是差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615773170","repostId":"615524945","repostType":1,"repost":{"id":615524945,"gmtCreate":1653034913980,"gmtModify":1653043687813,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"【SGxTIGER送股】市场修正开始!新加坡经济持续弹性","htmlText":"本文翻译自@长线投资不投机 的英文原文 正如我在之前文章中预测的那样,市场已经开始修正。我们预计会有更多的下行空间,但从STI的角度来看,3000点的水平有很强的支撑力。尽管行情走弱,但新加坡经济一直表现出良好弹性。主要的经济数据仍然是积极的,随着新冠安全措施的放宽和边境的进一步开放,我们预计经济将继续增长。 那么,当市场疲软而经济却表现良好时,这意味着什么? 这可能是一个观察市场的好时机,因为许多好公司的标的价格可能进入被低估的窗口期。我现在的自选关注列表中,有新加坡的REIT和派息股票,我准备在未来1个月或2个月内买入。大家也一起抓住机会,创建属于自己的关注列表吧! 全员评论奖 【SGxTIGER送股】活动火热进行中~评论有奖!<a href=\"https://www.laohu8.com/post/612557805\" target=\"_blank\">点击</a>了解活动和奖励详情! 本篇帖子评论送股:Nikko AM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF <a target=\"_blank\" href=\"https://laohu8.com/S/EVS.SI\">$NikkoAM-STC CN EV S$(EVS.SI)$</a>40股/人,共50份","listText":"本文翻译自@长线投资不投机 的英文原文 正如我在之前文章中预测的那样,市场已经开始修正。我们预计会有更多的下行空间,但从STI的角度来看,3000点的水平有很强的支撑力。尽管行情走弱,但新加坡经济一直表现出良好弹性。主要的经济数据仍然是积极的,随着新冠安全措施的放宽和边境的进一步开放,我们预计经济将继续增长。 那么,当市场疲软而经济却表现良好时,这意味着什么? 这可能是一个观察市场的好时机,因为许多好公司的标的价格可能进入被低估的窗口期。我现在的自选关注列表中,有新加坡的REIT和派息股票,我准备在未来1个月或2个月内买入。大家也一起抓住机会,创建属于自己的关注列表吧! 全员评论奖 【SGxTIGER送股】活动火热进行中~评论有奖!<a href=\"https://www.laohu8.com/post/612557805\" target=\"_blank\">点击</a>了解活动和奖励详情! 本篇帖子评论送股:Nikko AM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF <a target=\"_blank\" href=\"https://laohu8.com/S/EVS.SI\">$NikkoAM-STC CN EV S$(EVS.SI)$</a>40股/人,共50份","text":"本文翻译自@长线投资不投机 的英文原文 正如我在之前文章中预测的那样,市场已经开始修正。我们预计会有更多的下行空间,但从STI的角度来看,3000点的水平有很强的支撑力。尽管行情走弱,但新加坡经济一直表现出良好弹性。主要的经济数据仍然是积极的,随着新冠安全措施的放宽和边境的进一步开放,我们预计经济将继续增长。 那么,当市场疲软而经济却表现良好时,这意味着什么? 这可能是一个观察市场的好时机,因为许多好公司的标的价格可能进入被低估的窗口期。我现在的自选关注列表中,有新加坡的REIT和派息股票,我准备在未来1个月或2个月内买入。大家也一起抓住机会,创建属于自己的关注列表吧! 全员评论奖 【SGxTIGER送股】活动火热进行中~评论有奖!点击了解活动和奖励详情! 本篇帖子评论送股:Nikko AM-StraitsTrading MSCI China Electric Vehicles And Future Mobility ETF $NikkoAM-STC CN EV S$(EVS.SI)$40股/人,共50份","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615524945","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615428568,"gmtCreate":1653087010054,"gmtModify":1653087011521,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>买","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>买","text":"$Microsoft(MSFT)$买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615428568","repostId":"615506768","repostType":1,"repost":{"id":615506768,"gmtCreate":1653013736216,"gmtModify":1744960817458,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月20日】美股集体收跌,标普跌0.58%逼近熊市,今天有什么交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月20日讯,隔夜美股继续下跌,热门中概股逆势大涨。港股高开,恒指涨1.74%,国指涨2.03%,恒生科技指数涨3.18%。 盘面上,大型科技股全线上涨,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、网易、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 均涨3%,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超2%;生物科技股大涨,新冠疫苗获世卫组织紧急使用认证,康希诺高开15%表现最佳,心通医疗、云顶新耀均走高;银行股、光伏股、海运股多数走强,招商银行涨3.6%。另一方面,餐饮股、燃气股、体育用品股、电信股走低,中电信、中联通小幅低开。 美股市场 市场仍在评估多家零售商令人失望的财报、美国通胀形势及美联储的激进紧缩政策立场。思科重挫13.7%,成为跌幅最大的道指成份股。美上周初请失业金人数升至21.8万。截至收盘,纳指跌0.26%;道跌0.75%%;标普跌0.58%。 全球网络设备巨头——思科,披露的最新财报没能让市场满","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月20日讯,隔夜美股继续下跌,热门中概股逆势大涨。港股高开,恒指涨1.74%,国指涨2.03%,恒生科技指数涨3.18%。 盘面上,大型科技股全线上涨,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超5%,<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、网易、<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 均涨3%,<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超2%;生物科技股大涨,新冠疫苗获世卫组织紧急使用认证,康希诺高开15%表现最佳,心通医疗、云顶新耀均走高;银行股、光伏股、海运股多数走强,招商银行涨3.6%。另一方面,餐饮股、燃气股、体育用品股、电信股走低,中电信、中联通小幅低开。 美股市场 市场仍在评估多家零售商令人失望的财报、美国通胀形势及美联储的激进紧缩政策立场。思科重挫13.7%,成为跌幅最大的道指成份股。美上周初请失业金人数升至21.8万。截至收盘,纳指跌0.26%;道跌0.75%%;标普跌0.58%。 全球网络设备巨头——思科,披露的最新财报没能让市场满","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月20日讯,隔夜美股继续下跌,热门中概股逆势大涨。港股高开,恒指涨1.74%,国指涨2.03%,恒生科技指数涨3.18%。 盘面上,大型科技股全线上涨,$百度集团-SW(09888)$ 涨超5%,$快手-W(01024)$ 、$京东集团-SW(09618)$ 、$美团-W(03690)$ 、网易、$阿里巴巴-SW(09988)$ 均涨3%,$小米集团-W(01810)$ 、$腾讯控股(00700)$ 涨超2%;生物科技股大涨,新冠疫苗获世卫组织紧急使用认证,康希诺高开15%表现最佳,心通医疗、云顶新耀均走高;银行股、光伏股、海运股多数走强,招商银行涨3.6%。另一方面,餐饮股、燃气股、体育用品股、电信股走低,中电信、中联通小幅低开。 美股市场 市场仍在评估多家零售商令人失望的财报、美国通胀形势及美联储的激进紧缩政策立场。思科重挫13.7%,成为跌幅最大的道指成份股。美上周初请失业金人数升至21.8万。截至收盘,纳指跌0.26%;道跌0.75%%;标普跌0.58%。 全球网络设备巨头——思科,披露的最新财报没能让市场满","images":[{"img":"https://static.tigerbbs.com/fdd56b82906d1982403a03aeb8d92ef5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615506768","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615256714,"gmtCreate":1653002155738,"gmtModify":1653002156934,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"还没到底","listText":"还没到底","text":"还没到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615256714","repostId":"615630019","repostType":1,"repost":{"id":615630019,"gmtCreate":1652927190606,"gmtModify":1744960817079,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月19日】美股惨遭血洗!纳指跌4.73%,今天有什么交易计划","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯,隔夜美股重挫,滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开,恒指跌2.41%,国指跌2.8%,恒生科技指数跌4.3%。盘面上,大型科技股集体下挫,Q1业绩不及预期,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%;消费类股跌幅靠前,餐饮股、啤酒股普遍下跌,乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面,家电股、香港本地股、医药股部分上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%,JS环球生活逆势高开1.59%。 亚盛医药涨近15%,临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日,担忧通胀和财报不佳,美股创近两年最大跌幅,消费和科技领跌,道指狂泄千点,纳指标普跌超4%,纳指100跌5%为两周最深","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯,隔夜美股重挫,滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开,恒指跌2.41%,国指跌2.8%,恒生科技指数跌4.3%。盘面上,大型科技股集体下挫,Q1业绩不及预期,<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 跌6.46%,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌5.56%,<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 均跌超4%;消费类股跌幅靠前,餐饮股、啤酒股普遍下跌,乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面,家电股、香港本地股、医药股部分上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/06855\">$亚盛医药-B(06855)$</a> 大涨近15%,JS环球生活逆势高开1.59%。 亚盛医药涨近15%,临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日,担忧通胀和财报不佳,美股创近两年最大跌幅,消费和科技领跌,道指狂泄千点,纳指标普跌超4%,纳指100跌5%为两周最深","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月19日讯,隔夜美股重挫,滞胀担忧进一步加剧恐慌指数飙升。 港股大幅低开,恒指跌2.41%,国指跌2.8%,恒生科技指数跌4.3%。盘面上,大型科技股集体下挫,Q1业绩不及预期,$腾讯控股(00700)$ 跌6.46%,$阿里巴巴-SW(09988)$ 跌5.56%,$京东集团-SW(09618)$ 、$小米集团-W(01810)$ 、$美团-W(03690)$ 均跌超4%;消费类股跌幅靠前,餐饮股、啤酒股普遍下跌,乳制品股、汽车股、濠赌股、内房股与物管股、海运股等纷纷低开。另一方面,家电股、香港本地股、医药股部分上涨,$亚盛医药-B(06855)$ 大涨近15%,JS环球生活逆势高开1.59%。 亚盛医药涨近15%,临床前数据显示奥雷巴替尼有治疗新冠潜力。 美股市场 鲍威尔鹰派发言次日,担忧通胀和财报不佳,美股创近两年最大跌幅,消费和科技领跌,道指狂泄千点,纳指标普跌超4%,纳指100跌5%为两周最深","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"806","height":"273"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615630019","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615870266,"gmtCreate":1652916074055,"gmtModify":1652916075566,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"买<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"买<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"买$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615870266","repostId":"615189520","repostType":1,"repost":{"id":615189520,"gmtCreate":1652839609321,"gmtModify":1744960816843,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月18日】美股全线大涨,科技和中概股引领反弹,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月18日讯,恒生指数开盘涨0.35%,恒生科技跌0.17%;<a href=\"https://laohu8.com/S/01299\">$友邦保险(01299)$</a> 涨逾3%领涨蓝筹;<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌0.74%,第一季度首亏29.91亿元。 美股市场 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 涨2.54%,<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 涨4.11%,<a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> 涨2.17%,<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 涨1.77%,<a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> 涨1.29%,<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 涨2.03%。 在摩根大通全面翻多之后,热门中概股表现连续第二日好于美股大盘:纳斯达克金龙中国指数涨5.2%。 纳斯达克100四只成份股中,","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月18日讯,恒生指数开盘涨0.35%,恒生科技跌0.17%;$友邦保险(01299)$ 涨逾3%领涨蓝筹;$京东集团-SW(09618)$ 跌0.74%,第一季度首亏29.91亿元。 美股市场 美联储主席鲍威尔及布拉德等联储官员大多支持在接下来两次会议上各加息50个基点。美国4月零售数据超预期。盘中美联储主席鲍威尔表达了强势加息抗击通胀的决心,市场也短暂回吐涨幅予以回应,但之后股指便一路攀升。截至收盘,纳指涨2.76%,道指涨1.34%,标普涨2.02% 大型科技股集体上涨,$苹果(AAPL)$ 涨2.54%,$亚马逊(AMZN)$ 涨4.11%,$奈飞(NFLX)$ 涨2.17%,$谷歌(GOOG)$ 涨1.77%,$Meta Platforms(FB)$ 涨1.29%,$微软(MSFT)$ 涨2.03%。 在摩根大通全面翻多之后,热门中概股表现连续第二日好于美股大盘:纳斯达克金龙中国指数涨5.2%。 纳斯达克100四只成份股中,","images":[{"img":"https://static.tigerbbs.com/f54dc6b02a5521281debd75ffb30462d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615189520","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615136020,"gmtCreate":1652834556160,"gmtModify":1652834557370,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"买<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>吗?","listText":"买<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>吗?","text":"买$Apple(AAPL)$吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615136020","repostId":"615922560","repostType":1,"repost":{"id":615922560,"gmtCreate":1652753102385,"gmtModify":1744960816671,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月17日】科技股尾盘加速下跌拖累纳指!推特跌超8%,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月17日讯,港股集体高开,恒指涨1.22%重回20000点上方,国指涨1.52%,恒生科技指数涨2.25%。 盘面上,华尔街巨头突然\"全面看多\"中概股,回港科技股全线走强,<a href=\"https://laohu8.com/S/02390\">$知乎-W(02390)$</a> 大涨14.6%,<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨4.5%,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.43%,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 均涨超2%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨1.26%;汽车股涨幅居前,蔚来汽车、理想汽车领涨;美油升破114美元,石油股上扬明显,内房股与物管股延续昨日涨势。另一方面,生物科技股多数下跌,香港本地股、燃气股普跌。 先声药业涨超2%,抗新型冠状病毒候选药物“SIM0417”获国家药监局签发药物临床试验批准通知书。 美股市场 美股周一收盘涨跌不一,纳指下跌1.2%。市场仍在评估美国通胀高企与美联储激进加息政策路径对全球经济的负面影响。高盛下调美国经济增长预测,并警告美国应为经济衰退做好准备。纽约制造业指数创两年来新低。 截至收盘,纳指跌1.2%,标普500跌0.39%,道指涨0.08%。其中推特跌超8%,马斯克称不排除以更低价收购推特","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月17日讯,港股集体高开,恒指涨1.22%重回20000点上方,国指涨1.52%,恒生科技指数涨2.25%。 盘面上,华尔街巨头突然\"全面看多\"中概股,回港科技股全线走强,<a href=\"https://laohu8.com/S/02390\">$知乎-W(02390)$</a> 大涨14.6%,<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨4.5%,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨3.43%,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 均涨超2%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨1.26%;汽车股涨幅居前,蔚来汽车、理想汽车领涨;美油升破114美元,石油股上扬明显,内房股与物管股延续昨日涨势。另一方面,生物科技股多数下跌,香港本地股、燃气股普跌。 先声药业涨超2%,抗新型冠状病毒候选药物“SIM0417”获国家药监局签发药物临床试验批准通知书。 美股市场 美股周一收盘涨跌不一,纳指下跌1.2%。市场仍在评估美国通胀高企与美联储激进加息政策路径对全球经济的负面影响。高盛下调美国经济增长预测,并警告美国应为经济衰退做好准备。纽约制造业指数创两年来新低。 截至收盘,纳指跌1.2%,标普500跌0.39%,道指涨0.08%。其中推特跌超8%,马斯克称不排除以更低价收购推特","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月17日讯,港股集体高开,恒指涨1.22%重回20000点上方,国指涨1.52%,恒生科技指数涨2.25%。 盘面上,华尔街巨头突然\"全面看多\"中概股,回港科技股全线走强,$知乎-W(02390)$ 大涨14.6%,$网易-S(09999)$ 涨4.5%,$阿里巴巴-SW(09988)$ 涨3.43%,$京东集团-SW(09618)$ 、$百度集团-SW(09888)$ 均涨超2%,$腾讯控股(00700)$ 涨1.26%;汽车股涨幅居前,蔚来汽车、理想汽车领涨;美油升破114美元,石油股上扬明显,内房股与物管股延续昨日涨势。另一方面,生物科技股多数下跌,香港本地股、燃气股普跌。 先声药业涨超2%,抗新型冠状病毒候选药物“SIM0417”获国家药监局签发药物临床试验批准通知书。 美股市场 美股周一收盘涨跌不一,纳指下跌1.2%。市场仍在评估美国通胀高企与美联储激进加息政策路径对全球经济的负面影响。高盛下调美国经济增长预测,并警告美国应为经济衰退做好准备。纽约制造业指数创两年来新低。 截至收盘,纳指跌1.2%,标普500跌0.39%,道指涨0.08%。其中推特跌超8%,马斯克称不排除以更低价收购推特","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615922560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615985030,"gmtCreate":1652746376020,"gmtModify":1652746377217,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"等","listText":"等","text":"等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615985030","repostId":"615030409","repostType":1,"repost":{"id":615030409,"gmtCreate":1652672465560,"gmtModify":1652693492896,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312667271286","authorIdStr":"3534312667271286"},"themes":[],"title":"美股阶段性底部打造完成,股指有望延续反弹","htmlText":"在连续的下跌之后,美股终于在上周下半段展开反击。随着周线明显的下影线出现,以及时间周期的到来,市场的阶段性底部打造完成。在没有新消息推动的情况下,股指有望延续反弹和修正行情。与此同时,黄金和白银跟随美股重挫之后也迎来了关键水平的争夺。 在今年年初见顶之后,标普的整体跌幅已经接近20%,几乎要完成技术性熊市的空间。不过所谓市场没有永远的牛市和熊市,在持续下跌之后,超卖情况的出现已经限制住了短期内进一步的下行空间。从周线收盘来看,上周留下了明显的下影线,这显然是一个非常积极的信号。因为从过去多次的经验来看,这通常代表着市场还将会反弹数周。当然需要注意的是,今年之前的下影线走势均出现在长期牛市之中,而今年的两次出现之后的反弹高度是在逐渐走低的。 4300附近预计将会是多头反弹的第一压力位,随后是4400水平,这一区间内有着比较密集的多空换手。如果多头还能更近一步的话,4640毫无疑问是多空分水岭。个人倾向于反弹很难上破该位置。如果突破,则可能会构建双头形态,但这个可能性比较低。因为其他基本面和消息面上似乎还很难找到利好支撑因素。 相较于美股,黄金和白银在过去数周的跌势则更加惨烈,这多少是超出了此前的预期。黄金很快速的跌破了1850的此前突破位,白银则跌破了21.60附近的关键水平支撑。这迫使我们对黄金的中长期头寸和方向进行再一次的评估。 就黄金而言,当前从2070的回撤力度和速度都已经超出了一般正常的范畴。多头需要快速回到1830/50之上,才能吸引买盘重新介入。对于空头来说,击穿1753/64的支撑将有效的击溃多头的信心。我们维持此前BE的持仓选择,但如果市场在未来2-3周继续下行的话,则预计市场将至少再探底一次1670的前期低位。 而在白银上,情况更加不利于多头一些。市场此前已经跌破了三重底的平台低位,这是比较明显的技术破位信号。未来1-2周无法快速收复的话,就会宣判趋势的形","listText":"在连续的下跌之后,美股终于在上周下半段展开反击。随着周线明显的下影线出现,以及时间周期的到来,市场的阶段性底部打造完成。在没有新消息推动的情况下,股指有望延续反弹和修正行情。与此同时,黄金和白银跟随美股重挫之后也迎来了关键水平的争夺。 在今年年初见顶之后,标普的整体跌幅已经接近20%,几乎要完成技术性熊市的空间。不过所谓市场没有永远的牛市和熊市,在持续下跌之后,超卖情况的出现已经限制住了短期内进一步的下行空间。从周线收盘来看,上周留下了明显的下影线,这显然是一个非常积极的信号。因为从过去多次的经验来看,这通常代表着市场还将会反弹数周。当然需要注意的是,今年之前的下影线走势均出现在长期牛市之中,而今年的两次出现之后的反弹高度是在逐渐走低的。 4300附近预计将会是多头反弹的第一压力位,随后是4400水平,这一区间内有着比较密集的多空换手。如果多头还能更近一步的话,4640毫无疑问是多空分水岭。个人倾向于反弹很难上破该位置。如果突破,则可能会构建双头形态,但这个可能性比较低。因为其他基本面和消息面上似乎还很难找到利好支撑因素。 相较于美股,黄金和白银在过去数周的跌势则更加惨烈,这多少是超出了此前的预期。黄金很快速的跌破了1850的此前突破位,白银则跌破了21.60附近的关键水平支撑。这迫使我们对黄金的中长期头寸和方向进行再一次的评估。 就黄金而言,当前从2070的回撤力度和速度都已经超出了一般正常的范畴。多头需要快速回到1830/50之上,才能吸引买盘重新介入。对于空头来说,击穿1753/64的支撑将有效的击溃多头的信心。我们维持此前BE的持仓选择,但如果市场在未来2-3周继续下行的话,则预计市场将至少再探底一次1670的前期低位。 而在白银上,情况更加不利于多头一些。市场此前已经跌破了三重底的平台低位,这是比较明显的技术破位信号。未来1-2周无法快速收复的话,就会宣判趋势的形","text":"在连续的下跌之后,美股终于在上周下半段展开反击。随着周线明显的下影线出现,以及时间周期的到来,市场的阶段性底部打造完成。在没有新消息推动的情况下,股指有望延续反弹和修正行情。与此同时,黄金和白银跟随美股重挫之后也迎来了关键水平的争夺。 在今年年初见顶之后,标普的整体跌幅已经接近20%,几乎要完成技术性熊市的空间。不过所谓市场没有永远的牛市和熊市,在持续下跌之后,超卖情况的出现已经限制住了短期内进一步的下行空间。从周线收盘来看,上周留下了明显的下影线,这显然是一个非常积极的信号。因为从过去多次的经验来看,这通常代表着市场还将会反弹数周。当然需要注意的是,今年之前的下影线走势均出现在长期牛市之中,而今年的两次出现之后的反弹高度是在逐渐走低的。 4300附近预计将会是多头反弹的第一压力位,随后是4400水平,这一区间内有着比较密集的多空换手。如果多头还能更近一步的话,4640毫无疑问是多空分水岭。个人倾向于反弹很难上破该位置。如果突破,则可能会构建双头形态,但这个可能性比较低。因为其他基本面和消息面上似乎还很难找到利好支撑因素。 相较于美股,黄金和白银在过去数周的跌势则更加惨烈,这多少是超出了此前的预期。黄金很快速的跌破了1850的此前突破位,白银则跌破了21.60附近的关键水平支撑。这迫使我们对黄金的中长期头寸和方向进行再一次的评估。 就黄金而言,当前从2070的回撤力度和速度都已经超出了一般正常的范畴。多头需要快速回到1830/50之上,才能吸引买盘重新介入。对于空头来说,击穿1753/64的支撑将有效的击溃多头的信心。我们维持此前BE的持仓选择,但如果市场在未来2-3周继续下行的话,则预计市场将至少再探底一次1670的前期低位。 而在白银上,情况更加不利于多头一些。市场此前已经跌破了三重底的平台低位,这是比较明显的技术破位信号。未来1-2周无法快速收复的话,就会宣判趋势的形","images":[{"img":"https://static.tigerbbs.com/0937d8b7f28c507c910203d54e1d1e87","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615030409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615006058,"gmtCreate":1652666447474,"gmtModify":1652666478977,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"只能等","listText":"只能等","text":"只能等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615006058","repostId":"612787723","repostType":1,"repost":{"id":612787723,"gmtCreate":1652583720063,"gmtModify":1652597323859,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【美股周记】2022年第19周 ——我把子弹都打出去了","htmlText":"这星期四五美股大盘虽然有反弹,但是全周依然保持了下跌的趋势,这已经是连续第6周的下跌,再次创造了美股自2011年以来最长的连续周下跌记录。到了今天这个时节,你手上要是没有几个被腰斩的股票,你都不好意思和朋友们聊股票了[笑哭] 。在这样的至暗时刻,巴菲特那句“别人恐惧时贪婪”的经验之谈显得那么的苍白,但是也只有经历了这样的至暗时刻,你才能真正体会克服人性弱点的巨大难度,以及那句经验之谈的大道至简。QQQ周线图这两个星期铺天盖地的坏消息太多了,让我们暂时从这样悲观的氛围中跳脱出来,转过身去看看好的一面吧:经历这轮大跌以后,市场其实已经Price In了美联储年底可能加息到3%的坏消息,币圈崩盘,以及俄乌战争和中国疫情给供应链带来的糟糕情况。从现在开始,任何一点点好消息都能点燃投资者价值回归的情绪。大跌的过程也是一个大浪淘沙的过程在牛市中,我们都不可避免地买入了一些我们细想之下其实没有那么坚定的股票;在熊市开始时,这些没那么坚定的股票总是最先被我们清理掉的,尤其在经历这样的大跌之后,留在手上的就都是我有坚定信念的,并且打算长期持有的公司。这是一个大浪淘沙的过程,让我们看清楚自己当初选择的逻辑是否成立,以及我们选择的投资是否在我们的能力圈内。我的持仓调整计划这个时候,是我们为将来做成调整的最佳时机。为什么COINBASE大跌:凡事就怕有比较这个星期资本市场的大事件莫过于币圈的大跌,LUNA和UST的崩盘让大概2000亿资金在3天的时间里就归零了。要知道,LUNA不是那种小的山寨币,这个币曾经是总币值排名第6的大币种,背后是有大的风投资金支持的。这么惨烈的崩盘严重地动摇了投资者对整个加密货币市场的信心。来源:CoinDesk在这么雪崩的大环境里,谈基本面分析有点扯淡的。但是我们还是应该静下心来看看具体的数字。星期二COINBASE发布财报,对于COINBASE的投资者来说,","listText":"这星期四五美股大盘虽然有反弹,但是全周依然保持了下跌的趋势,这已经是连续第6周的下跌,再次创造了美股自2011年以来最长的连续周下跌记录。到了今天这个时节,你手上要是没有几个被腰斩的股票,你都不好意思和朋友们聊股票了[笑哭] 。在这样的至暗时刻,巴菲特那句“别人恐惧时贪婪”的经验之谈显得那么的苍白,但是也只有经历了这样的至暗时刻,你才能真正体会克服人性弱点的巨大难度,以及那句经验之谈的大道至简。QQQ周线图这两个星期铺天盖地的坏消息太多了,让我们暂时从这样悲观的氛围中跳脱出来,转过身去看看好的一面吧:经历这轮大跌以后,市场其实已经Price In了美联储年底可能加息到3%的坏消息,币圈崩盘,以及俄乌战争和中国疫情给供应链带来的糟糕情况。从现在开始,任何一点点好消息都能点燃投资者价值回归的情绪。大跌的过程也是一个大浪淘沙的过程在牛市中,我们都不可避免地买入了一些我们细想之下其实没有那么坚定的股票;在熊市开始时,这些没那么坚定的股票总是最先被我们清理掉的,尤其在经历这样的大跌之后,留在手上的就都是我有坚定信念的,并且打算长期持有的公司。这是一个大浪淘沙的过程,让我们看清楚自己当初选择的逻辑是否成立,以及我们选择的投资是否在我们的能力圈内。我的持仓调整计划这个时候,是我们为将来做成调整的最佳时机。为什么COINBASE大跌:凡事就怕有比较这个星期资本市场的大事件莫过于币圈的大跌,LUNA和UST的崩盘让大概2000亿资金在3天的时间里就归零了。要知道,LUNA不是那种小的山寨币,这个币曾经是总币值排名第6的大币种,背后是有大的风投资金支持的。这么惨烈的崩盘严重地动摇了投资者对整个加密货币市场的信心。来源:CoinDesk在这么雪崩的大环境里,谈基本面分析有点扯淡的。但是我们还是应该静下心来看看具体的数字。星期二COINBASE发布财报,对于COINBASE的投资者来说,","text":"这星期四五美股大盘虽然有反弹,但是全周依然保持了下跌的趋势,这已经是连续第6周的下跌,再次创造了美股自2011年以来最长的连续周下跌记录。到了今天这个时节,你手上要是没有几个被腰斩的股票,你都不好意思和朋友们聊股票了[笑哭] 。在这样的至暗时刻,巴菲特那句“别人恐惧时贪婪”的经验之谈显得那么的苍白,但是也只有经历了这样的至暗时刻,你才能真正体会克服人性弱点的巨大难度,以及那句经验之谈的大道至简。QQQ周线图这两个星期铺天盖地的坏消息太多了,让我们暂时从这样悲观的氛围中跳脱出来,转过身去看看好的一面吧:经历这轮大跌以后,市场其实已经Price In了美联储年底可能加息到3%的坏消息,币圈崩盘,以及俄乌战争和中国疫情给供应链带来的糟糕情况。从现在开始,任何一点点好消息都能点燃投资者价值回归的情绪。大跌的过程也是一个大浪淘沙的过程在牛市中,我们都不可避免地买入了一些我们细想之下其实没有那么坚定的股票;在熊市开始时,这些没那么坚定的股票总是最先被我们清理掉的,尤其在经历这样的大跌之后,留在手上的就都是我有坚定信念的,并且打算长期持有的公司。这是一个大浪淘沙的过程,让我们看清楚自己当初选择的逻辑是否成立,以及我们选择的投资是否在我们的能力圈内。我的持仓调整计划这个时候,是我们为将来做成调整的最佳时机。为什么COINBASE大跌:凡事就怕有比较这个星期资本市场的大事件莫过于币圈的大跌,LUNA和UST的崩盘让大概2000亿资金在3天的时间里就归零了。要知道,LUNA不是那种小的山寨币,这个币曾经是总币值排名第6的大币种,背后是有大的风投资金支持的。这么惨烈的崩盘严重地动摇了投资者对整个加密货币市场的信心。来源:CoinDesk在这么雪崩的大环境里,谈基本面分析有点扯淡的。但是我们还是应该静下心来看看具体的数字。星期二COINBASE发布财报,对于COINBASE的投资者来说,","images":[{"img":"https://static.tigerbbs.com/2b25b91d8b9a66e33aa4c617e6a04b7d","width":"2090","height":"1558"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612787723","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612715743,"gmtCreate":1652571633882,"gmtModify":1652571635702,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"啥股","listText":"啥股","text":"啥股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612715743","repostId":"612557805","repostType":1,"repost":{"id":612557805,"gmtCreate":1652426199271,"gmtModify":1653898686548,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"【SGxTIGER送股】新规则,新奖品,第二阶段来啦!","htmlText":"老虎社区重磅推出的新加坡股市活动,进入第二阶段,奖品更丰厚,获奖更容易! 在【SG x TIGER】新加坡股市活动的<a href=\"https://www.laohu8.com/post/616533979\" target=\"_blank\">第一阶段</a>,老虎共送出了约100张30新币新加坡股票代金券,以及约400张新加坡股票无限次免佣卡!感谢大家的踊跃参与! 从本篇帖子起,活动进入第二阶段:5月13日-6月3日,<a target=\"_blank\" href=\"https://laohu8.com/U/3558937605407666\">@小虎投资狮城</a> 的全部社区贴(标题含有【SGxTIGER送股】标记的帖子),都为虎友们准备了0门槛奖品,获奖办法比第一阶段更容易哦! 1、必中股票:每篇社区贴,截至发出后一个星期(7个自然日),按照评论发布时间顺序,前50名评论并且在老虎进行过任何市场交易的虎友(综合账户),都可获得对应社区帖中提及的免费新加坡股票一份。 同一篇帖子的评论区内,每位虎友可以多次评论,最多可获得一份股票;同一虎友,在几篇帖子的评论区内评论,即可获得几份股票!每篇帖子共送出50份股票,来得早的虎友们,中奖率就是100%啦!例如,在帖子发出后一个星期内,45名虎友发出了120条评论,那么这45名虎友每人都可以获得免费股票一份!发奖时,老虎系统会自动检测评论的虎友是否进行过交易,如果还没有在老虎进行过任何市场的交易,也没关系,在下周五前(5月20日)完成至少一笔交易,也可以参与本篇帖子及之后帖子的评奖!股票将在帖子发出后15个工作日内,送达获奖者的老虎账户持仓。 本篇帖子送股:<a target=\"_blank\" href=\"https://laohu8.com/S/A7RU.SI\">$吉宝基础设施信托(A7RU.SI)$</a> 100股/人,共5","listText":"老虎社区重磅推出的新加坡股市活动,进入第二阶段,奖品更丰厚,获奖更容易! 在【SG x TIGER】新加坡股市活动的<a href=\"https://www.laohu8.com/post/616533979\" target=\"_blank\">第一阶段</a>,老虎共送出了约100张30新币新加坡股票代金券,以及约400张新加坡股票无限次免佣卡!感谢大家的踊跃参与! 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同一篇帖子的评论区内,每位虎友可以多次评论,最多可获得一份股票;同一虎友,在几篇帖子的评论区内评论,即可获得几份股票!每篇帖子共送出50份股票,来得早的虎友们,中奖率就是100%啦!例如,在帖子发出后一个星期内,45名虎友发出了120条评论,那么这45名虎友每人都可以获得免费股票一份!发奖时,老虎系统会自动检测评论的虎友是否进行过交易,如果还没有在老虎进行过任何市场的交易,也没关系,在下周五前(5月20日)完成至少一笔交易,也可以参与本篇帖子及之后帖子的评奖!股票将在帖子发出后15个工作日内,送达获奖者的老虎账户持仓。 本篇帖子送股:$吉宝基础设施信托(A7RU.SI)$ 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接近熊市边缘。美国4月PPI同比升11%超预期,显示通胀压力仍然高企,进一步强化了美联储激进收紧货币政策的理由,也加重了经济衰退风险。美参议院确认鲍威尔连任美联储主席的提名。截至收盘,道指跌0.33%,纳指涨0.06%,盘中一度跌超2%,标普500指数跌0.13%。 随着$苹果(AAPL)$ 从1月高位回落22%,科技明星股已悉数陷入熊市。 热门中概股周四收盘多数走高","images":[{"img":"https://static.tigerbbs.com/334776dccbd6d9055269e02dae880949","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612589970","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612594981,"gmtCreate":1652399371443,"gmtModify":1652399372658,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"可以啊","listText":"可以啊","text":"可以啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612594981","repostId":"612250483","repostType":1,"repost":{"id":612250483,"gmtCreate":1652364167002,"gmtModify":1652400864477,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"大盘到底了吗?苹果特斯拉英伟达能抄底吗?还要再买put吗?","htmlText":"如果你准备抄底,需要关注一下<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 。 昨天公布CPI数据后,大盘先跌后涨,后半夜持续滑落,最终收盘纳斯达克大跌3.18%。但是你们有没有注意,道琼斯只跌了1%而标普500只跌了1.65%。通过板块热力图可以看出,领跌主力是科技,电商、软件、云、电动汽车、芯片以及小市值成长股。也就是说传统板块波澜不惊,权重股跌的稀里哗啦。今天盘前特斯拉罕见跌到6开头,似乎检验价值投资的时刻又到了。从价格来看现在的股票很有投资吸引力,但从恐慌指数来看,市场离恐慌爆发的极值似乎还差一点距离。通常来说,当VIX涨到36时,市场反弹的概率更大。而从目前的k线来看,VIX似乎远未达到恐惧底线。这也是这两天股市的奇怪之处,科技巨头大跌对比VIX的无动于衷。主要原因在于虽然科技股大跌,但其他板块托住了标普500,而标普500不大跌,<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 就不怎么涨,股市也迟迟无法到底。 今日盘前巨头们继续下跌,毫无反弹的意思。虽然我之前买了vix put,不过看来这笔订单想获得盈利还需要再等一阵。关于昨天的大跌有两种说法,一个是CPI数据不尽如人意,虽然同比下降了但核心通胀并没有减缓,没能达到预期目标,所以美联储或在之后考虑更加激进的加息。 另一个说法就和最近币圈有关了。有种猜测是,因为Luna事件,币圈做市商为了更多现金支撑流动性而大量抛售手上的其他资产,其中就包括股票。 我认为还有第三种可能,就是机构正常对因为业绩而下调估值的股票进行清算时,正好赶上了两个黑天鹅叠加事件。于是就看到了昨天标普和科技巨头脱钩的怪现象。 所以经过上面的分析发现,科技巨头的抛售节奏和大盘的整体节奏似乎有点脱钩,科技巨头","listText":"如果你准备抄底,需要关注一下<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 。 昨天公布CPI数据后,大盘先跌后涨,后半夜持续滑落,最终收盘纳斯达克大跌3.18%。但是你们有没有注意,道琼斯只跌了1%而标普500只跌了1.65%。通过板块热力图可以看出,领跌主力是科技,电商、软件、云、电动汽车、芯片以及小市值成长股。也就是说传统板块波澜不惊,权重股跌的稀里哗啦。今天盘前特斯拉罕见跌到6开头,似乎检验价值投资的时刻又到了。从价格来看现在的股票很有投资吸引力,但从恐慌指数来看,市场离恐慌爆发的极值似乎还差一点距离。通常来说,当VIX涨到36时,市场反弹的概率更大。而从目前的k线来看,VIX似乎远未达到恐惧底线。这也是这两天股市的奇怪之处,科技巨头大跌对比VIX的无动于衷。主要原因在于虽然科技股大跌,但其他板块托住了标普500,而标普500不大跌,<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 就不怎么涨,股市也迟迟无法到底。 今日盘前巨头们继续下跌,毫无反弹的意思。虽然我之前买了vix put,不过看来这笔订单想获得盈利还需要再等一阵。关于昨天的大跌有两种说法,一个是CPI数据不尽如人意,虽然同比下降了但核心通胀并没有减缓,没能达到预期目标,所以美联储或在之后考虑更加激进的加息。 另一个说法就和最近币圈有关了。有种猜测是,因为Luna事件,币圈做市商为了更多现金支撑流动性而大量抛售手上的其他资产,其中就包括股票。 我认为还有第三种可能,就是机构正常对因为业绩而下调估值的股票进行清算时,正好赶上了两个黑天鹅叠加事件。于是就看到了昨天标普和科技巨头脱钩的怪现象。 所以经过上面的分析发现,科技巨头的抛售节奏和大盘的整体节奏似乎有点脱钩,科技巨头","text":"如果你准备抄底,需要关注一下$标普500波动率指数(VIX)$ 。 昨天公布CPI数据后,大盘先跌后涨,后半夜持续滑落,最终收盘纳斯达克大跌3.18%。但是你们有没有注意,道琼斯只跌了1%而标普500只跌了1.65%。通过板块热力图可以看出,领跌主力是科技,电商、软件、云、电动汽车、芯片以及小市值成长股。也就是说传统板块波澜不惊,权重股跌的稀里哗啦。今天盘前特斯拉罕见跌到6开头,似乎检验价值投资的时刻又到了。从价格来看现在的股票很有投资吸引力,但从恐慌指数来看,市场离恐慌爆发的极值似乎还差一点距离。通常来说,当VIX涨到36时,市场反弹的概率更大。而从目前的k线来看,VIX似乎远未达到恐惧底线。这也是这两天股市的奇怪之处,科技巨头大跌对比VIX的无动于衷。主要原因在于虽然科技股大跌,但其他板块托住了标普500,而标普500不大跌,$标普500波动率指数(VIX)$ 就不怎么涨,股市也迟迟无法到底。 今日盘前巨头们继续下跌,毫无反弹的意思。虽然我之前买了vix put,不过看来这笔订单想获得盈利还需要再等一阵。关于昨天的大跌有两种说法,一个是CPI数据不尽如人意,虽然同比下降了但核心通胀并没有减缓,没能达到预期目标,所以美联储或在之后考虑更加激进的加息。 另一个说法就和最近币圈有关了。有种猜测是,因为Luna事件,币圈做市商为了更多现金支撑流动性而大量抛售手上的其他资产,其中就包括股票。 我认为还有第三种可能,就是机构正常对因为业绩而下调估值的股票进行清算时,正好赶上了两个黑天鹅叠加事件。于是就看到了昨天标普和科技巨头脱钩的怪现象。 所以经过上面的分析发现,科技巨头的抛售节奏和大盘的整体节奏似乎有点脱钩,科技巨头","images":[{"img":"https://static.tigerbbs.com/5adb64f5f2ee41d1815c278c2055d962","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/abeb637bbc26c2efbce39b180d8339e6","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/02b7c7292466b3b86adea2ccde175947","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612250483","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612631951,"gmtCreate":1652313839773,"gmtModify":1652313840919,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"熊市就是慢慢建仓,然后等","listText":"熊市就是慢慢建仓,然后等","text":"熊市就是慢慢建仓,然后等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612631951","repostId":"612819352","repostType":1,"repost":{"id":612819352,"gmtCreate":1652261520204,"gmtModify":1652264385504,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"交易员Owen","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491416357875149","authorIdStr":"3491416357875149"},"themes":[],"title":"美股的熊市开始了吗?什么位置是底,何时会结束?","htmlText":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","listText":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","text":"本文只分享一些数据和我对数据的看法,我的结论并非就准确,大家见仁见智做个参考。 首先我觉得,我们现在正处在美股罕见的熊市之中,这点毫无疑问。 市场的走势其实很有规律,当大多数人觉得这次美股暴跌来的猝不及防的时候,我们放眼到价格运行的大周期环境下就会发现,这只是美股例行调整中必不可少的一次,用我们中国话说就是:天行有常。 你可以把暴跌归因到通胀的飞涨失控,也可以归因为美联储的加息缩表,也可以归因到乌俄战争,但归根结底是,美股的调整时间到了: 从标普月线的买卖强弱指标RSI和STO来看,每7年就会出现一次调整周期,而这次的买卖强弱指标的调整幅度甚至高于2020年年初那次天灾造成的大崩盘。 但从美股的调整幅度上讲,这次周期性的调整要远远小于2020年的那次股灾,看看纳指的调整,从顶部已经回落了20%,相比Y情元年那次崩盘还差将近10个百分点。 MSCI全球股市指数也下跌了20个百分点,RIS指数来到了超跌区间里。但相比2020年RIS的跌幅,这个位置向下可能还有空间。 以2020年的那次崩盘作为参照并不是说股指的跌幅会重演当初的崩盘,而是说在RSI和STO两个指标的调整空间和时间上,应该会不亚于2年前的那次崩盘,但即便如此,RSI的调整幅度也很快就要到位了。 市场情绪极度悲观 但市场底部马上就要到来 现在对于美股来讲,应该就是黎明前最黑暗的时间,我们相信,美股很可能会在短期出现一次反弹出逃的机会,但长期而言,熊市可能才刚刚开始,按照美股的运行规律,牛市的持续时间通常是熊市的五倍,按照这个规律来算,美股的这次调整预期可能放在5到6个月的时间会是合适的。 下跌的导火索大家都知道,乌俄战争导致的通胀爆发,逼迫美联储大幅加息,利率的抬升对美股高估值形成压力,同时通胀的失控也对经济利润的实体形成冲击。所以这次的大调整,并不能简单的和2015年那次利率抬升引发的回撤相提并论。 我们今天来一起","images":[{"img":"https://static.tigerbbs.com/95f4975ffe3ae669f5b13193b12aba24","width":"847","height":"698"},{"img":"https://static.tigerbbs.com/f64e4706ccc11bde0ebb635b6417f888","width":"663","height":"637"},{"img":"https://static.tigerbbs.com/db29db20e00f2d6a7e3e1e6f80a1191e","width":"1080","height":"432"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612819352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612138158,"gmtCreate":1652223948274,"gmtModify":1652223949204,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"做空","listText":"做空","text":"做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612138158","repostId":"612941546","repostType":1,"repost":{"id":612941546,"gmtCreate":1652152441388,"gmtModify":1744960815166,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【5月10日】 美股全线暴跌“触目惊心”,今天你选择坚守还是做空?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯,滞胀风险挥之不去,隔夜美股暴跌,拖累港股今早集体重挫,其中,科技股跌幅居前,恒生科技指数低开近6%。 成分股中,<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌13%,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌12%,<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 和<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌10%,哔哩哔哩跌近10%,快手、阿里巴巴、美团跌超7%,腾讯、小米跌超4%。 美股市场 美股周一大幅收跌,道指重挫逾650点,标普500指数跌破4000点,纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨,10年期美债收益率一度突破3.2%。截至收盘,道指跌1.99%,纳指跌4.29%,标普500指数跌3.2%。 板块上,油气、银行、半导体和互联网科技板块集体重挫,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌3.32%市值一夜蒸发845亿美元,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超9%。 热门中概股周一收盘全线大跌,纳斯达克中国金龙指数收跌7.79%。<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 跌超25%,新东方、法拉第未来跌超16%,水滴","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯,滞胀风险挥之不去,隔夜美股暴跌,拖累港股今早集体重挫,其中,科技股跌幅居前,恒生科技指数低开近6%。 成分股中,<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌13%,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌12%,<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 和<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌10%,哔哩哔哩跌近10%,快手、阿里巴巴、美团跌超7%,腾讯、小米跌超4%。 美股市场 美股周一大幅收跌,道指重挫逾650点,标普500指数跌破4000点,纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨,10年期美债收益率一度突破3.2%。截至收盘,道指跌1.99%,纳指跌4.29%,标普500指数跌3.2%。 板块上,油气、银行、半导体和互联网科技板块集体重挫,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 跌3.32%市值一夜蒸发845亿美元,<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌超9%。 热门中概股周一收盘全线大跌,纳斯达克中国金龙指数收跌7.79%。<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 跌超25%,新东方、法拉第未来跌超16%,水滴","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月10日讯,滞胀风险挥之不去,隔夜美股暴跌,拖累港股今早集体重挫,其中,科技股跌幅居前,恒生科技指数低开近6%。 成分股中,$小鹏汽车-W(09868)$ 跌13%,$京东集团-SW(09618)$ 跌12%,$理想汽车-W(02015)$ 和$百度集团-SW(09888)$ 跌10%,哔哩哔哩跌近10%,快手、阿里巴巴、美团跌超7%,腾讯、小米跌超4%。 美股市场 美股周一大幅收跌,道指重挫逾650点,标普500指数跌破4000点,纳指狂泻4.29%。市场担心美联储激进紧缩可能导致经济衰退。原油重挫。避险需求推动美元走高。美债收益率大涨,10年期美债收益率一度突破3.2%。截至收盘,道指跌1.99%,纳指跌4.29%,标普500指数跌3.2%。 板块上,油气、银行、半导体和互联网科技板块集体重挫,$苹果(AAPL)$ 跌3.32%市值一夜蒸发845亿美元,$特斯拉(TSLA)$ 跌超9%。 热门中概股周一收盘全线大跌,纳斯达克中国金龙指数收跌7.79%。$嘉楠科技(CAN)$ 跌超25%,新东方、法拉第未来跌超16%,水滴","images":[{"img":"https://static.tigerbbs.com/e8a2ad349ae0df3f34a89f28f3f11bb3","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612941546","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616741080,"gmtCreate":1652053087040,"gmtModify":1652053094027,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"似曾相似的市场","listText":"似曾相似的市场","text":"似曾相似的市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616741080","repostId":"616272213","repostType":1,"repost":{"id":616272213,"gmtCreate":1651808956833,"gmtModify":1651846537430,"author":{"id":"3521339628608760","authorId":"3521339628608760","name":"拉法去热爱","avatar":"https://static.tigerbbs.com/070aca9b27dfc943b13c19aa9ef9c966","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521339628608760","authorIdStr":"3521339628608760"},"themes":[],"title":"5.6交易计划和纳指后市看法:由多转空了","htmlText":"本以为华尔街还是玩老套路,昨天计划是逢低做多,结果开盘看盘面,完全没有看到做多的信号,所以昨天没有买正股,也没有做多纳指期货。这就是我为什么每天的分析都写“具体要开盘看盘面”,日线的分析,里面掺杂了我们很多的主观想法,只有日内的走势,能更准确的分析盘面,判断日内的走势,所以最近的大盘我一般都是日内操作比较多。目前大盘又跌破了12550的支撑,但是还没有破前几天的低点,还有在支撑位附近筑底后往上的可能,但我的观点由多转空了,下一个支撑位11400苹果微软都还领涨大盘,有回调的需求今日计划:今日计划逢高做空,具体开盘看盘面(具体得开盘根据盘面看,尤其是期货和期权)持有正股的小伙伴可以持有或者减仓,想买的小伙伴可以继续观望后市看法:继续下跌到下一个支撑位11400左右<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/FUT/NQmain\" target=\"_blank\">$NQ100指数主连 2206(NQmain)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ","listText":"本以为华尔街还是玩老套路,昨天计划是逢低做多,结果开盘看盘面,完全没有看到做多的信号,所以昨天没有买正股,也没有做多纳指期货。这就是我为什么每天的分析都写“具体要开盘看盘面”,日线的分析,里面掺杂了我们很多的主观想法,只有日内的走势,能更准确的分析盘面,判断日内的走势,所以最近的大盘我一般都是日内操作比较多。目前大盘又跌破了12550的支撑,但是还没有破前几天的低点,还有在支撑位附近筑底后往上的可能,但我的观点由多转空了,下一个支撑位11400苹果微软都还领涨大盘,有回调的需求今日计划:今日计划逢高做空,具体开盘看盘面(具体得开盘根据盘面看,尤其是期货和期权)持有正股的小伙伴可以持有或者减仓,想买的小伙伴可以继续观望后市看法:继续下跌到下一个支撑位11400左右<a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a href=\"https://laohu8.com/FUT/NQmain\" target=\"_blank\">$NQ100指数主连 2206(NQmain)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ","text":"本以为华尔街还是玩老套路,昨天计划是逢低做多,结果开盘看盘面,完全没有看到做多的信号,所以昨天没有买正股,也没有做多纳指期货。这就是我为什么每天的分析都写“具体要开盘看盘面”,日线的分析,里面掺杂了我们很多的主观想法,只有日内的走势,能更准确的分析盘面,判断日内的走势,所以最近的大盘我一般都是日内操作比较多。目前大盘又跌破了12550的支撑,但是还没有破前几天的低点,还有在支撑位附近筑底后往上的可能,但我的观点由多转空了,下一个支撑位11400苹果微软都还领涨大盘,有回调的需求今日计划:今日计划逢高做空,具体开盘看盘面(具体得开盘根据盘面看,尤其是期货和期权)持有正股的小伙伴可以持有或者减仓,想买的小伙伴可以继续观望后市看法:继续下跌到下一个支撑位11400左右$纳斯达克(.IXIC)$ $标普500(.SPX)$ $NQ100指数主连 2206(NQmain)$ $蔚来(NIO)$ $苹果(AAPL)$","images":[{"img":"https://static.tigerbbs.com/d2410cb4cb5aa4c004240a1b95f569aa","width":"632","height":"425"},{"img":"https://static.tigerbbs.com/b0557d2c79460237af1227e362f5d850","width":"632","height":"417"},{"img":"https://static.tigerbbs.com/e842a78bc4d7b6dbcfa35c88329e758a","width":"308","height":"148"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616272213","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616711684,"gmtCreate":1651974030848,"gmtModify":1651974032027,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"确实如此,新加坡股市是适合稳稳当当的股息投资","listText":"确实如此,新加坡股市是适合稳稳当当的股息投资","text":"确实如此,新加坡股市是适合稳稳当当的股息投资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616711684","repostId":"616533979","repostType":1,"repost":{"id":616533979,"gmtCreate":1651820891477,"gmtModify":1651826153105,"author":{"id":"3558937605407666","authorId":"3558937605407666","name":"46d9935c","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558937605407666","authorIdStr":"3558937605407666"},"themes":[],"title":"【SG x TIGER】全球市场起伏不定?新加坡市场,稳健的防守战术!","htmlText":"本文翻译自<a target=\"_blank\" href=\"https://laohu8.com/U/3558908080415665\">@邹咏翰</a> 的英文原文 许多高风险投资,如加密货币、高增长股票和科技股,在过去两年中损失惨重。 即便是债券也未能幸免,随着利率上升,价格跳水。 自然地,投资者的投资防御性越来越强。而在目前的环境中,哪里是相对安全的呢? 首先,我们从地理上看。欧洲的战争问题还没有解决,美国正在经历通货膨胀,因此利率上升会继续压低成长股的估值。 另一方面,新加坡是最早取消大部分新冠防疫措施的几个亚洲国家之一。旅游业和航空旅行正在恢复,餐饮业也在积极地运营。 新加坡中央银行还强化了新元以打击通货膨胀,并有望在短期内有效地抑制成本压力。因此,新加坡市场提供了一个良好的投资方向。 第二,让我们来看看合适的行业。我认为有两个主题在现今的环境中较为有弹性。 第一个是复苏主题。酒店、旅游、运输和餐饮业的许多股票由于新冠疫情一度不景气。在股价已被压低的情况下,从这些领域找到被低估股票的机会更大。而新加坡经济的重新开放是这些股票的价值被释放的催化剂。复苏主题的股票有许多,比如<a target=\"_blank\" href=\"https://laohu8.com/S/Q5T.SI\">$远东酒店信托(Q5T.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/S58.SI\">$新翔集团有限公司(S58.</a>","listText":"本文翻译自<a target=\"_blank\" href=\"https://laohu8.com/U/3558908080415665\">@邹咏翰</a> 的英文原文 许多高风险投资,如加密货币、高增长股票和科技股,在过去两年中损失惨重。 即便是债券也未能幸免,随着利率上升,价格跳水。 自然地,投资者的投资防御性越来越强。而在目前的环境中,哪里是相对安全的呢? 首先,我们从地理上看。欧洲的战争问题还没有解决,美国正在经历通货膨胀,因此利率上升会继续压低成长股的估值。 另一方面,新加坡是最早取消大部分新冠防疫措施的几个亚洲国家之一。旅游业和航空旅行正在恢复,餐饮业也在积极地运营。 新加坡中央银行还强化了新元以打击通货膨胀,并有望在短期内有效地抑制成本压力。因此,新加坡市场提供了一个良好的投资方向。 第二,让我们来看看合适的行业。我认为有两个主题在现今的环境中较为有弹性。 第一个是复苏主题。酒店、旅游、运输和餐饮业的许多股票由于新冠疫情一度不景气。在股价已被压低的情况下,从这些领域找到被低估股票的机会更大。而新加坡经济的重新开放是这些股票的价值被释放的催化剂。复苏主题的股票有许多,比如<a target=\"_blank\" href=\"https://laohu8.com/S/Q5T.SI\">$远东酒店信托(Q5T.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/G13.SI\">$云顶新加坡(G13.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/S58.SI\">$新翔集团有限公司(S58.</a>","text":"本文翻译自@邹咏翰 的英文原文 许多高风险投资,如加密货币、高增长股票和科技股,在过去两年中损失惨重。 即便是债券也未能幸免,随着利率上升,价格跳水。 自然地,投资者的投资防御性越来越强。而在目前的环境中,哪里是相对安全的呢? 首先,我们从地理上看。欧洲的战争问题还没有解决,美国正在经历通货膨胀,因此利率上升会继续压低成长股的估值。 另一方面,新加坡是最早取消大部分新冠防疫措施的几个亚洲国家之一。旅游业和航空旅行正在恢复,餐饮业也在积极地运营。 新加坡中央银行还强化了新元以打击通货膨胀,并有望在短期内有效地抑制成本压力。因此,新加坡市场提供了一个良好的投资方向。 第二,让我们来看看合适的行业。我认为有两个主题在现今的环境中较为有弹性。 第一个是复苏主题。酒店、旅游、运输和餐饮业的许多股票由于新冠疫情一度不景气。在股价已被压低的情况下,从这些领域找到被低估股票的机会更大。而新加坡经济的重新开放是这些股票的价值被释放的催化剂。复苏主题的股票有许多,比如$远东酒店信托(Q5T.SI)$ 、$云顶新加坡(G13.SI)$ 、$康福德高企业(C52.SI)$ 、$新翔集团有限公司(S58.","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616533979","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616432475,"gmtCreate":1651882739097,"gmtModify":1651882740657,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586752780223051","authorIdStr":"3586752780223051"},"themes":[],"htmlText":"人人恐慌","listText":"人人恐慌","text":"人人恐慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616432475","repostId":"616240157","repostType":1,"repost":{"id":616240157,"gmtCreate":1651803046428,"gmtModify":1744960813661,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【5月6日】 美股血流成河,道指狂泻千点,今天你敢买点啥?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月6日讯,隔夜美股惨遭血洗,道指狂泻千点。港股大幅低开,恒指跌2.44%,国指跌2.64%,恒生科技指数跌3.76%。 盘面上,大型科技股美团跌近6%,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、快手、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、小米均跌超4%,<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近4%;汽车股集体大跌,<a href=\"https://laohu8.com/S/09868\">$蔚来(09868)$</a>汽车、<a href=\"https://laohu8.com/S/02015\">$小鹏汽车(02015)$</a>重挫逾10%,家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面,教育股、食品饮料股个别上涨,<a href=\"https://laohu8.com/S/00667\">$中国东方教育(00667)$</a>逆势高开3%,统一中国企业涨1.3%。 美股市场 美股超级大变脸!道指狂泻1000点,纳指暴跌近5%,抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现,三大股指全部回吐昨日涨幅,道指盘中一度狂泻近1400点。美债收益率飙升,美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终,道指跌3.12%,标普跌3.56%,纳指跌4.99%。 热门中概股周四收盘重挫,纳斯达克中国金龙指数收盘大","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月6日讯,隔夜美股惨遭血洗,道指狂泻千点。港股大幅低开,恒指跌2.44%,国指跌2.64%,恒生科技指数跌3.76%。 盘面上,大型科技股美团跌近6%,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴(09988)$</a>、快手、<a href=\"https://laohu8.com/S/09618\">$京东(09618)$</a>、小米均跌超4%,<a href=\"https://laohu8.com/S/00700\">$腾讯(00700)$</a>、<a href=\"https://laohu8.com/S/09888\">$百度(09888)$</a>跌近4%;汽车股集体大跌,<a href=\"https://laohu8.com/S/09868\">$蔚来(09868)$</a>汽车、<a href=\"https://laohu8.com/S/02015\">$小鹏汽车(02015)$</a>重挫逾10%,家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面,教育股、食品饮料股个别上涨,<a href=\"https://laohu8.com/S/00667\">$中国东方教育(00667)$</a>逆势高开3%,统一中国企业涨1.3%。 美股市场 美股超级大变脸!道指狂泻1000点,纳指暴跌近5%,抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现,三大股指全部回吐昨日涨幅,道指盘中一度狂泻近1400点。美债收益率飙升,美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终,道指跌3.12%,标普跌3.56%,纳指跌4.99%。 热门中概股周四收盘重挫,纳斯达克中国金龙指数收盘大","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 5月6日讯,隔夜美股惨遭血洗,道指狂泻千点。港股大幅低开,恒指跌2.44%,国指跌2.64%,恒生科技指数跌3.76%。 盘面上,大型科技股美团跌近6%,$阿里巴巴(09988)$、快手、$京东(09618)$、小米均跌超4%,$腾讯(00700)$、$百度(09888)$跌近4%;汽车股集体大跌,$蔚来(09868)$汽车、$小鹏汽车(02015)$重挫逾10%,家电股、体育用品股、生物科技股、餐饮股、乳制品股、半导体股、海运股等纷纷下跌。另一方面,教育股、食品饮料股个别上涨,$中国东方教育(00667)$逆势高开3%,统一中国企业涨1.3%。 美股市场 美股超级大变脸!道指狂泻1000点,纳指暴跌近5%,抵押贷款利率吓坏市场 美股周四大幅收跌。恐慌性抛盘涌现,三大股指全部回吐昨日涨幅,道指盘中一度狂泻近1400点。美债收益率飙升,美元指数创近20年新高。昨日美联储主席鲍威尔言论推动的美股反弹迅速失去动力。最终,道指跌3.12%,标普跌3.56%,纳指跌4.99%。 热门中概股周四收盘重挫,纳斯达克中国金龙指数收盘大","images":[{"img":"https://static.tigerbbs.com/4d7da388220bfad782f62f7c19103ddd","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616240157","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":806280701,"gmtCreate":1627657744403,"gmtModify":1631885330543,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Bearish prediction but is market listening?","listText":"Bearish prediction but is market listening?","text":"Bearish prediction but is market listening?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806280701","repostId":"1198838390","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830263409,"gmtCreate":1629076200801,"gmtModify":1631885330501,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830263409","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohu8.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商已准备好采取行动。沃尔玛和家得宝周二发布报告,劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点,然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测,上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩,Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标:周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数,以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会公布了7月底上次会议的纪要。然后,世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下,7月份的历史新高为43.0,当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&Associates和La-Z-Boy在收盘后报告财务业绩,并将于第二天(8月18日)上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%,与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后,预计经季节调整后环比下降0.3%。不包括汽车在内,支出预计将增长0.2%,而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示,经季节调整后的新屋开工年率为161.0万套,低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发,<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后,LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>","source":"lsy1601382232898","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>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商已准备好采取行动。沃尔玛和家得宝周二发布报告,劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点,然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测,上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩,Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标:周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数,以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会公布了7月底上次会议的纪要。然后,世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下,7月份的历史新高为43.0,当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&Associates和La-Z-Boy在收盘后报告财务业绩,并将于第二天(8月18日)上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%,与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后,预计经季节调整后环比下降0.3%。不包括汽车在内,支出预计将增长0.2%,而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示,经季节调整后的新屋开工年率为161.0万套,低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发,<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后,LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TME":"腾讯音乐","TGT":"塔吉特","WMT":"沃尔玛",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{".SPX":0.9,"NVDA":0.9,"TME":0.9,"TGT":0.9,"WMT":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155009578,"gmtCreate":1625361462294,"gmtModify":1631891835540,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"[白眼] same","listText":"[白眼] same","text":"[白眼] same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155009578","repostId":"1197906560","repostType":4,"repost":{"id":"1197906560","kind":"news","pubTimestamp":1625285328,"share":"https://www.laohu8.com/m/news/1197906560?lang=zh_CN&edition=full","pubTime":"2021-07-03 12:08","market":"us","language":"en","title":"The Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197906560","media":"Barron's","summary":"On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat ","content":"<p>On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.</p><p><blockquote>从表面上看,六月份的就业报告看起来几乎完美。在经历了几个月的失望之后,招聘超出了华尔街的预期——工资上涨,但速度低于春季的高水平。</blockquote></p><p> One might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.</p><p><blockquote>人们可能会想宣布劳动力短缺已经结束,通胀辩论已经结束。但投资者现在还不应该上钩。尽管非农就业人数增加85万人不可否认是强劲的,但它掩盖了劳动力市场仍然受到供应问题的困扰。</blockquote></p><p> First, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.</p><p><blockquote>首先,考虑一下上个月政府招聘人数增加了193,000人。这就是整个整体超出经济学家预期的原因。公司就业人数增加了66.2万人,这在正常情况下是不可思议的。然而,随着经济突然开放,接种疫苗的消费者花费了大流行期间储存的数万亿美元现金,这一数字仍远未达到经济学家在复苏阶段预期的100万美元大关。</blockquote></p><p> What’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.</p><p><blockquote>更重要的是,Pantheon Macroeconomics的伊恩·谢泼德森(Ian Shepherdson)表示,私人就业人数远低于员工调度公司Homebase备受关注的数据所暗示的100万。</blockquote></p><p> Second, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.</p><p><blockquote>其次,尽管招聘情况有所改善,但6月份劳动力参与率持平。这一比率为61.6%,仍比大流行前的水平下降1.7个百分点。美联储官员表示正在关注的就业人口比率在6月份也没有变化;为58%,仍比疫情前水平低3.1个百分点。</blockquote></p><p> Third, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.</p><p><blockquote>三是工资增速放缓具有欺骗性。较5月份增长0.3%看起来像是金发姑娘,足以推动持续支出,而不会加剧通胀担忧,随着劳动力、薯片和食品的短缺推高价格,通胀担忧一直在加剧。</blockquote></p><p> “If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.</p><p><blockquote>杰富瑞首席经济学家阿内塔·马科夫斯卡(Aneta Markowska)在谈到6月份工资增长时表示:“如果说有什么不同的话,那就是这低估了基本工资通胀率的真实水平。”她表示,在调整低工资休闲、酒店和零售工人的回归后,6月份平均时薪较5月份增长了0.5%。按照这一标准,它们比去年同期增长了4.5%。世界大型企业联合会(Conference Board)的加德·莱瓦农(Gad Levanon)表示,过去三个月,随着公司追逐员工,总体工资年化上涨了6%。</blockquote></p><p> Further highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.</p><p><blockquote>这进一步凸显了一个事实,即招聘仍然受到供应而非需求的阻碍:今年按年计算,休闲和酒店工资上涨了12.3%,运输和仓储工资上涨了8%,零售工资上涨了5.5%。</blockquote></p><p> So, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.</p><p><blockquote>那么,投资者如何看待6月份的就业报告呢?没有。也就是说,最新数据无助于解决劳动力市场面临的最大问题。</blockquote></p><p> The degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.</p><p><blockquote>暂时性因素——慷慨的失业救济金、儿童保育问题和Covid-19担忧——在多大程度上限制了招聘并推高了工资,几个月内还不清楚。学校需要重新开放,以解决阻碍在职父母的儿童保育问题,而增加的失业救济金需要到期,然后才能清楚这些福利在多大程度上让工人留在家里。</blockquote></p><p> While about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.</p><p><blockquote>虽然在联邦计划9月6日到期之前,大约有24个州已经开始或即将削减每周额外300美元的失业保险,但谢泼德森指出,70%的失业者不会受到这些提前终止的影响。由于6月份的报告对美联储没有任何影响,因此不应阻止股市的前进。</blockquote></p><p> At least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.</p><p><blockquote>至少现在是这样。谢泼德森表示:“看到85万份工资单打印出来,你不会不高兴,但这还不够快。”特别是考虑到无数指标、求助标志和公司评论所证明的劳动力需求。“劳动力供应问题可能会自行解决,但也可能不会,”他说。“真正的问题是,我们最终可能会面临持续的工资通胀。”然而,政策制定者将在获得明确数据之前犹豫不决——而这要到11月份。</blockquote></p><p> All of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.</p><p><blockquote>所有这些都意味着从现在到秋季的数据都是噪音。许多经济学家和投资者预计美联储将在下个月的杰克逊霍尔年度研讨会上宣布缩减每月1200亿美元资产购买规模的计划。</blockquote></p><p> Not so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.</p><p><blockquote>谢泼德森说,没那么快。“这并不像市场希望的那样线性,杰克逊霍尔也不会清楚这一点,”他说。</blockquote></p><p> If that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.</p><p><blockquote>如果这是正确的——美联储要到秋季晚些时候才能及时获得制定缩减计划所需的数据——可能会出现更长时间的超宽松货币政策。这是假设官员们在实际开始撤回支持之前有时间电传计划。</blockquote></p><p></p><p> Therein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.</p><p><blockquote>从现在到秋季,忽略噪音或就业数据的风险就在于此。如果学校复课和提高失业救济金的结束不能让工人回来,那么很明显,结构性问题正在发挥作用,工资通胀因此更加持久。正如谢泼德森所说,美联储很有可能不得不在2022年加息,因为人们很有可能不会重返劳动力市场。</blockquote></p><p> Investors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.</p><p><blockquote>投资者应该继续享受股市的涨幅。但他们也应该小心。等待明确的数据来显示劳动力短缺是否不仅仅是暂时的,这意味着政策制定者可能不得不比看起来更快更快地采取行动——特别是如果未来几个月出现像6月份dot这样具有欺骗性的平衡报告。</blockquote></p><p></p>","source":"lsy1610680873436","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>The Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Jobs Report Was Strong. Why Investors Should Be Skeptical.<blockquote>就业报告强劲。为什么投资者应该持怀疑态度。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-07-03 12:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.</p><p><blockquote>从表面上看,六月份的就业报告看起来几乎完美。在经历了几个月的失望之后,招聘超出了华尔街的预期——工资上涨,但速度低于春季的高水平。</blockquote></p><p> One might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.</p><p><blockquote>人们可能会想宣布劳动力短缺已经结束,通胀辩论已经结束。但投资者现在还不应该上钩。尽管非农就业人数增加85万人不可否认是强劲的,但它掩盖了劳动力市场仍然受到供应问题的困扰。</blockquote></p><p> First, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.</p><p><blockquote>首先,考虑一下上个月政府招聘人数增加了193,000人。这就是整个整体超出经济学家预期的原因。公司就业人数增加了66.2万人,这在正常情况下是不可思议的。然而,随着经济突然开放,接种疫苗的消费者花费了大流行期间储存的数万亿美元现金,这一数字仍远未达到经济学家在复苏阶段预期的100万美元大关。</blockquote></p><p> What’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.</p><p><blockquote>更重要的是,Pantheon Macroeconomics的伊恩·谢泼德森(Ian Shepherdson)表示,私人就业人数远低于员工调度公司Homebase备受关注的数据所暗示的100万。</blockquote></p><p> Second, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.</p><p><blockquote>其次,尽管招聘情况有所改善,但6月份劳动力参与率持平。这一比率为61.6%,仍比大流行前的水平下降1.7个百分点。美联储官员表示正在关注的就业人口比率在6月份也没有变化;为58%,仍比疫情前水平低3.1个百分点。</blockquote></p><p> Third, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.</p><p><blockquote>三是工资增速放缓具有欺骗性。较5月份增长0.3%看起来像是金发姑娘,足以推动持续支出,而不会加剧通胀担忧,随着劳动力、薯片和食品的短缺推高价格,通胀担忧一直在加剧。</blockquote></p><p> “If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.</p><p><blockquote>杰富瑞首席经济学家阿内塔·马科夫斯卡(Aneta Markowska)在谈到6月份工资增长时表示:“如果说有什么不同的话,那就是这低估了基本工资通胀率的真实水平。”她表示,在调整低工资休闲、酒店和零售工人的回归后,6月份平均时薪较5月份增长了0.5%。按照这一标准,它们比去年同期增长了4.5%。世界大型企业联合会(Conference Board)的加德·莱瓦农(Gad Levanon)表示,过去三个月,随着公司追逐员工,总体工资年化上涨了6%。</blockquote></p><p> Further highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.</p><p><blockquote>这进一步凸显了一个事实,即招聘仍然受到供应而非需求的阻碍:今年按年计算,休闲和酒店工资上涨了12.3%,运输和仓储工资上涨了8%,零售工资上涨了5.5%。</blockquote></p><p> So, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.</p><p><blockquote>那么,投资者如何看待6月份的就业报告呢?没有。也就是说,最新数据无助于解决劳动力市场面临的最大问题。</blockquote></p><p> The degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.</p><p><blockquote>暂时性因素——慷慨的失业救济金、儿童保育问题和Covid-19担忧——在多大程度上限制了招聘并推高了工资,几个月内还不清楚。学校需要重新开放,以解决阻碍在职父母的儿童保育问题,而增加的失业救济金需要到期,然后才能清楚这些福利在多大程度上让工人留在家里。</blockquote></p><p> While about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.</p><p><blockquote>虽然在联邦计划9月6日到期之前,大约有24个州已经开始或即将削减每周额外300美元的失业保险,但谢泼德森指出,70%的失业者不会受到这些提前终止的影响。由于6月份的报告对美联储没有任何影响,因此不应阻止股市的前进。</blockquote></p><p> At least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.</p><p><blockquote>至少现在是这样。谢泼德森表示:“看到85万份工资单打印出来,你不会不高兴,但这还不够快。”特别是考虑到无数指标、求助标志和公司评论所证明的劳动力需求。“劳动力供应问题可能会自行解决,但也可能不会,”他说。“真正的问题是,我们最终可能会面临持续的工资通胀。”然而,政策制定者将在获得明确数据之前犹豫不决——而这要到11月份。</blockquote></p><p> All of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.</p><p><blockquote>所有这些都意味着从现在到秋季的数据都是噪音。许多经济学家和投资者预计美联储将在下个月的杰克逊霍尔年度研讨会上宣布缩减每月1200亿美元资产购买规模的计划。</blockquote></p><p> Not so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.</p><p><blockquote>谢泼德森说,没那么快。“这并不像市场希望的那样线性,杰克逊霍尔也不会清楚这一点,”他说。</blockquote></p><p> If that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.</p><p><blockquote>如果这是正确的——美联储要到秋季晚些时候才能及时获得制定缩减计划所需的数据——可能会出现更长时间的超宽松货币政策。这是假设官员们在实际开始撤回支持之前有时间电传计划。</blockquote></p><p></p><p> Therein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.</p><p><blockquote>从现在到秋季,忽略噪音或就业数据的风险就在于此。如果学校复课和提高失业救济金的结束不能让工人回来,那么很明显,结构性问题正在发挥作用,工资通胀因此更加持久。正如谢泼德森所说,美联储很有可能不得不在2022年加息,因为人们很有可能不会重返劳动力市场。</blockquote></p><p> Investors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.</p><p><blockquote>投资者应该继续享受股市的涨幅。但他们也应该小心。等待明确的数据来显示劳动力短缺是否不仅仅是暂时的,这意味着政策制定者可能不得不比看起来更快更快地采取行动——特别是如果未来几个月出现像6月份dot这样具有欺骗性的平衡报告。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/jobs-report-investors-should-be-skeptical-51625267210?mod=hp_LEAD_2\">Barron's</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/jobs-report-investors-should-be-skeptical-51625267210?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197906560","content_text":"On its face, the June jobs report looksalmost perfect. After months of disappointments, hiring beat Wall Street’s expectations—with wages rising, but at a cooler pace than the lofty levels of spring.\nOne might be tempted to declare the labor shortage over and the inflation debate done. But investors shouldn’t take the bait just yet. While a nonfarm payroll increase of 850,000 is undeniably strong, it belies a labor market still plagued with supply problems.\nFirst, consider that government hiring rose 193,000 last month. That accounts for the entire headline overshoot versus economists’ expectations. Company payrolls increased 662,000, which would be incredible for normal times. Yet it was still far off the one million mark that economists had anticipated by this point in the recovery, as the economy bursts open and vaccinated consumers spend the trillions of dollars in cash stashed during the pandemic.\nWhat’s more, private payrolls came in well short of the one million implied by closely watched data from employee-scheduling company Homebase, says Ian Shepherdson of Pantheon Macroeconomics.\nSecond, labor-force participation was flat in June despite better hiring. That rate, 61.6%, is still down 1.7 percentage points from its prepandemic level. The employment-population ratio, which Federal Reserve officials have said they are watching, was also unchanged in June; at 58%, it remains 3.1 percentage points below its prepandemic level.\nThird, the slowdown in wage growth is deceiving. The 0.3% increase from May looks like a Goldilocks print—enough to drive continued spending without fueling inflation fears that have been building as shortages from labor to chips to food push prices broadly higher.\n“If anything, this understates the true rate of underlying wage inflation,” says Jefferies chief economist Aneta Markowska of the June wage increase. After adjusting for the return of low-wage leisure, hospitality, and retail workers, average hourly earnings rose by 0.5% in June from May, she says. By that measure, they are up 4.5% from a year earlier. Over the past three months, overall wages are up an annualized 6% as companies chase workers, says Gad Levanon of the Conference Board.\nFurther highlighting the fact that hiring is still being held back by supply, not demand: On an annualized basis this year, leisure and hospitality wages are up 12.3%, transportation and warehousing pay is up 8%, and retail wages are up 5.5%.\nSo, what’s an investor to make of the June jobs report? Nothing. Which is to say, the latest data do nothing to resolve the biggest questions facing the labor market.\nThe degrees to which transitory factors—generous unemployment benefits, child-care issues, and Covid-19 concerns—are capping hiring and driving up wages won’t be clear for months. Schools need to reopen to resolve child-care issues holding back working parents, and enhanced unemployment pay needs to expire before it becomes clear the extent to which such benefits are keeping workers home.\nWhile about two dozen states either started cutting or are about to cut the extra $300 a week in unemployment insurance ahead of the federal program’s Sept. 6 expiration, Shepherdson notes that 70% of those unemployed won’t be affected by those early terminations. Because the June report does nothing to move the Fed’s needle, it shouldn’t stop the stock market from forging ahead.\nAt least for now. “You can’t be unhappy to see an 850,000 payroll print, but it’s nowhere near fast enough,” Shepherdson says, especially given labor demand as evidenced by myriad indicators, help-wanted signs, and company commentary. “The labor-supply problem may fix itself, but it may not,” he says. “The issue really is that we could end up with sustained wage inflation.” Policy makers, however, will punt until they have definitive data—and that won’t be until November.\nAll of this means that data between now and the fall are noise. Many economists and investors are expecting the Fed to announce, at the annual Jackson Hole symposium next month, plans to taper its $120 billion in monthly asset purchases.\nNot so fast, Shepherdson says. “This isn’t as linear as markets would like, and it won’t be clear by Jackson Hole,” he says.\nIf that’s right—that the Fed won’t have the data they want in time to lay out taper plans until later in the fall—an even longer period of ultraloose monetary policy might be in store. That is assuming there’s time for officials to telegraph plans well ahead of actually starting to withdraw support.\nTherein lies the risk of tuning out the noise, or the employment data, between now and the fall. If the resumption of school and the end to enhanced unemployment benefits don’t bring workers back, it will become clear that structural issues are at play and wage inflation is thus more persistent. As Shepherdson puts it, there is a strong likelihood that the Fed has to raise interest rates in 2022 because there is a good chance people won’t come back into the labor force.\nInvestors should continue to enjoythe stock market gains. But they should also be careful. Waiting for definitive data to show whether the labor shortage is more than transitory means policy makers might have to act sooner and faster than it would seem—especially if deceivingly balanced reports like June’s dot the next few months.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164075774,"gmtCreate":1624163418798,"gmtModify":1631891835576,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Same old story","listText":"Same old story","text":"Same old story","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164075774","repostId":"1126454279","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885308435,"gmtCreate":1631754588227,"gmtModify":1631885330475,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"Let's see","listText":"Let's see","text":"Let's see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885308435","repostId":"1138329020","repostType":2,"repost":{"id":"1138329020","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631749342,"share":"https://www.laohu8.com/m/news/1138329020?lang=zh_CN&edition=full","pubTime":"2021-09-16 07:42","market":"us","language":"zh","title":"昨夜今晨:三大指数集体收涨!本轮修正是否就此终止","url":"https://stock-news.laohu8.com/highlight/detail?id=1138329020","media":"老虎资讯综合","summary":"摘要:美三大指数集体收涨,油气股涨幅居前;美国WTI原油收高3.1%,天然气再创7年半新高;美国众议院筹款委员会投票推进税改计划;微软宣布600亿美元股票回购计划;生物制药公司Dice Therape","content":"<blockquote>\n 摘要:美三大指数集体收涨,油气股涨幅居前;美国WTI原油收高3.1%,天然气再创7年半新高;美国众议院筹款委员会投票推进税改计划;微软宣布600亿美元股票回购计划;生物制药公司Dice Therapeutics上市首日暴涨117%。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美三大指数集体收涨,油气股涨幅居前</b></p>\n<p>美股周三收高,主要股指在连续下跌之后反弹。美国8月制造业产出增长0.2%不及预期。市场仍在权衡美国8月CPI数据,并担忧德尔塔异毒株影响全球经济复苏。截至收盘,道琼斯指数涨0.68%,标普500指数涨0.85%,纳斯达克指数涨0.82%。</p>\n<p>油气股涨幅居前,<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>、<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>涨超8%,戴文能源涨超7%。</p>\n<p><b>2、热门中概股周三收盘多数下滑 教育股普遍走低</b></p>\n<p>热门中概股周三收盘多数下滑,教育股普遍走低,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌近9%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超6%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超2%。</p>\n<p>其他中概股方面,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近1%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、新东方、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超4%,雾芯科技跌近3%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超1%。新能源汽车股中,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近0.4%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近1%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.2%。</p>\n<p><b>3、英国8月通胀率达9年新高 欧股全线下跌</b></p>\n<p>英国通胀率飙升,使欧洲股市的主要指数承受压力。周三欧股主要股指普遍收跌,德国DAX指数跌0.66%,法国CAC40指数跌1.04%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.23%,欧洲斯托克50指数跌1.08%。</p>\n<p><b>4、美国WTI原油收高3.1% 天然气再创7年半新高</b></p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署报告产美国上周原油供应减少640万桶,令油价得到支撑。天然气期货价格再创7年半新高。最终,WTI10月期货价格上涨2.15美元,涨幅约3.1%,收于每桶72.61美元,创7月30日以来的最高收盘价。天然气期货同样上涨,并再创2014年2月以来的最高收盘价。纽交所10月天然气期货价额上涨20美分,涨幅3.8%,收于每百万英热单位5.46美元。</p>\n<p><b>5、黄金期货周三收跌0.7% 结束两连涨</b></p>\n<p>因美联储缩减刺激政策的不确定性,黄金期货周三录得3个交易日来的首次下跌,几乎完全回吐了周二的涨幅。最终,纽交所12月交割的黄金期货价格下跌12.30美元,跌幅0.7%,收于每盎司1794.80美元。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院筹款委员会投票推进税改计划</b></p>\n<p>美国众议院筹款委员会投票推进对美国富人和公司增税的计划,作为民主党“预算和解”开支法案的一部分。</p>\n<p><b>2、欧洲央行告诫投资者不要专注于债券购买规模</b></p>\n<p>在欧洲央行官员决定第四季度放慢资产购买步伐的几天后,该行首席经济学家Philip Lane表示,投资者在评估欧洲央行的货币政策时,不应该单纯地关注资产购买规模。</p>\n<p><b>3、美国原油库存受飓风影响持续下降 达2019年9月以来最低水平</b></p>\n<p>全美原油库存降至2019年9月以来最低水平,部分原因是墨西哥湾沿岸供应减少到新冠疫情前低点。毋庸置疑,这主要是飓风“艾达”所致。距离飓风过境时隔近三周,遭受影响的生产商仍在恢复当中,墨西哥湾沿岸产量仅恢复了60%。</p>\n<p><b>4、1950年以来首次!英国或跌出德国十大贸易伙伴国名单</b></p>\n<p>根据德国联邦统计局公布的最新数据,2021年,英国可能将自1950年以来首次跌出德国十大贸易伙伴国之列。两国间的贸易额在今年上半年下降2.3%至483亿欧元,由此英国跌到了德国重要贸易伙伴国的第十一位。其中,德国从英国的进口贸易下降了11%,仅为160亿欧元。具体来看,食品行业下降了38.5%,纺织品下降了53%,医药产品下降了47%。</p>\n<p><b>5、桥水基金创始人达利欧:“现金仍然是垃圾” 对投资者而言最关键是投资多元化</b></p>\n<p>达利欧表示,现金仍然是垃圾。股市目前享有的优势会逐步减少。对投资者而言,最重要的是在不同货币、资产类别和国家之间进行多元化分配,不只是在股市内部。达利欧对比特币有一定的投资,说相比于他对黄金的投资额,“百分比比率较小”,而他对黄金的投资与其他资产类别相比“百分比比率相对较小”。达利欧目前持有一些比特币,并表示可以考虑将加密货币用作现金和部分金融资产的替代品之一。</p>\n<p><b>6、英国首相约翰逊改组内阁</b></p>\n<p>原国际贸易大臣伊丽莎白·特拉斯被任命为外交大臣。原外交大臣多米尼克·拉布转任副首相、大法官和司法大臣,英国媒体称之为“降职”。原商业国务大臣安妮-玛丽·特里维廉接任国际贸易大臣职务。此外还有三位大臣遭解职。</p>\n<p><b>7、日本央行行长黑田东彦:必要时将进一步放松货币政策</b></p>\n<p>日本央行行长黑田东彦表示,如有必要,日本央行将进一步放松货币政策,如降低利率。日本央行致力于通过尽可能灵活、宽松的货币政策,尽早实现2%的通胀目标。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167923405\" target=\"_blank\"><b>微软宣布600亿美元股票回购计划 还做了这一重要人事任命</b></a></p>\n<p>微软宣布了一个重磅消息——批准一项高达600亿美元的股份回购计划。微软表示,回购没有截止日期,可能随时终止,每股0.62美元的新股息比上一季度的股息增加了6美分。微软上一次回购计划是在2019年9月,当时规模是400亿美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167903285\" target=\"_blank\"><b>辉瑞“逼宫”FDA放行第三针 以色列数据显示保护率能恢复到95%</b></a></p>\n<p>根据辉瑞公司提交给美国食品和药物管理局(FDA)一份长达52页的报告,以色列的临床数据显示,在接种第二剂疫苗6个月后,接种第三剂辉瑞疫苗可将感染保护率恢复到95%。目前FDA在审核加强针的方面不仅面临辉瑞公司的压力。白宫首席医学顾问福奇曾表示,FDA可能在9月20日前批准辉瑞新冠疫苗加强针。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167599064\" target=\"_blank\"><b>美版“饿了么”DoorDash将纽约市告上法庭:不想与餐厅共享用户数据</b></a></p>\n<p>据报道,美国外卖配送公司DoorDash今日对纽约市提起诉讼,原因是一项新法律要求快递公司向餐厅分享更多客户数据。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167543599\" target=\"_blank\"><b>美国社区论坛Reddit广告雄心初见成效:今年营收至少翻翻至3.5亿美元</b></a></p>\n<p>据报道,今年早些时候GameStop和AMC等公司股价的飙升,在很大程度上得益于拥有16年历史的在线新闻聚合和讨论社区Reddit的推动。这反映出了Reddit的受众规模,最新一份文件显示,Reddit在全球的月度用户达到4.3亿,接近于图片社交网络Pinterest的4.54亿月度用户。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167592152\" target=\"_blank\"><b>ETF发行商排名方舟跌出前10!女股神: 经济复苏不如预期</b></a></p>\n<p>周三(9月15日),“女股神”凯茜伍德的方舟投资在美国ETF发行商中的排名正在下滑,方舟目前拥有约424亿美元的ETF,排名第11。由于投资者大量的资金流入,方舟在今年早些时候进入了前10名,但是,正当方舟价值210亿美元的旗舰<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(股票代码ARKK)大放异彩时,竞争也在加剧。由于方舟的资产略有下降,竞争对手WisdomTree已经领先,与此同时,行业新人Dimensional Fund Advisors紧随方舟之后,两家发行商之间的差距不到30亿美元。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167921590\" target=\"_blank\"><b>Coinbase正计划进军加密货币衍生品领域</b></a></p>\n<p>美国最大的加密货币交易所Coinbase周三向美国全国期货协会提交了注册为期货委员会商户的申请。加密货币期货和期权长期以来一直是Coinbase产品组合中的一个明显不足之处,与此同时比特币衍生品已成长为一个巨大的市场。今年早些时候,Coinbase还收购了以跟踪衍生品市场而闻名的分析公司Skew。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2167630594\" target=\"_blank\"><b>生物制药公司Dice Therapeutics上市首日暴涨117%</b></a></p>\n<p>Dice Therapeutics美国IPO首日暴涨117%,报36.89美元。此前给出的IPO发行价为每股17美元。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>证券、SVB Leerink和 Evercore ISI是此次上市的承销商。</p>","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>昨夜今晨:三大指数集体收涨!本轮修正是否就此终止</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昨夜今晨:三大指数集体收涨!本轮修正是否就此终止\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\">2021-09-16 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:美三大指数集体收涨,油气股涨幅居前;美国WTI原油收高3.1%,天然气再创7年半新高;美国众议院筹款委员会投票推进税改计划;微软宣布600亿美元股票回购计划;生物制药公司Dice Therapeutics上市首日暴涨117%。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美三大指数集体收涨,油气股涨幅居前</b></p>\n<p>美股周三收高,主要股指在连续下跌之后反弹。美国8月制造业产出增长0.2%不及预期。市场仍在权衡美国8月CPI数据,并担忧德尔塔异毒株影响全球经济复苏。截至收盘,道琼斯指数涨0.68%,标普500指数涨0.85%,纳斯达克指数涨0.82%。</p>\n<p>油气股涨幅居前,<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>、<a href=\"https://laohu8.com/S/CPE\">卡隆石油</a>涨超8%,戴文能源涨超7%。</p>\n<p><b>2、热门中概股周三收盘多数下滑 教育股普遍走低</b></p>\n<p>热门中概股周三收盘多数下滑,教育股普遍走低,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌近9%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超6%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超2%。</p>\n<p>其他中概股方面,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨近1%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、新东方、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌超4%,雾芯科技跌近3%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超1%。新能源汽车股中,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近0.4%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近1%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.2%。</p>\n<p><b>3、英国8月通胀率达9年新高 欧股全线下跌</b></p>\n<p>英国通胀率飙升,使欧洲股市的主要指数承受压力。周三欧股主要股指普遍收跌,德国DAX指数跌0.66%,法国CAC40指数跌1.04%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.23%,欧洲斯托克50指数跌1.08%。</p>\n<p><b>4、美国WTI原油收高3.1% 天然气再创7年半新高</b></p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署报告产美国上周原油供应减少640万桶,令油价得到支撑。天然气期货价格再创7年半新高。最终,WTI10月期货价格上涨2.15美元,涨幅约3.1%,收于每桶72.61美元,创7月30日以来的最高收盘价。天然气期货同样上涨,并再创2014年2月以来的最高收盘价。纽交所10月天然气期货价额上涨20美分,涨幅3.8%,收于每百万英热单位5.46美元。</p>\n<p><b>5、黄金期货周三收跌0.7% 结束两连涨</b></p>\n<p>因美联储缩减刺激政策的不确定性,黄金期货周三录得3个交易日来的首次下跌,几乎完全回吐了周二的涨幅。最终,纽交所12月交割的黄金期货价格下跌12.30美元,跌幅0.7%,收于每盎司1794.80美元。</p>\n<p>国际宏观</p>\n<p><b>1、美国众议院筹款委员会投票推进税改计划</b></p>\n<p>美国众议院筹款委员会投票推进对美国富人和公司增税的计划,作为民主党“预算和解”开支法案的一部分。</p>\n<p><b>2、欧洲央行告诫投资者不要专注于债券购买规模</b></p>\n<p>在欧洲央行官员决定第四季度放慢资产购买步伐的几天后,该行首席经济学家Philip Lane表示,投资者在评估欧洲央行的货币政策时,不应该单纯地关注资产购买规模。</p>\n<p><b>3、美国原油库存受飓风影响持续下降 达2019年9月以来最低水平</b></p>\n<p>全美原油库存降至2019年9月以来最低水平,部分原因是墨西哥湾沿岸供应减少到新冠疫情前低点。毋庸置疑,这主要是飓风“艾达”所致。距离飓风过境时隔近三周,遭受影响的生产商仍在恢复当中,墨西哥湾沿岸产量仅恢复了60%。</p>\n<p><b>4、1950年以来首次!英国或跌出德国十大贸易伙伴国名单</b></p>\n<p>根据德国联邦统计局公布的最新数据,2021年,英国可能将自1950年以来首次跌出德国十大贸易伙伴国之列。两国间的贸易额在今年上半年下降2.3%至483亿欧元,由此英国跌到了德国重要贸易伙伴国的第十一位。其中,德国从英国的进口贸易下降了11%,仅为160亿欧元。具体来看,食品行业下降了38.5%,纺织品下降了53%,医药产品下降了47%。</p>\n<p><b>5、桥水基金创始人达利欧:“现金仍然是垃圾” 对投资者而言最关键是投资多元化</b></p>\n<p>达利欧表示,现金仍然是垃圾。股市目前享有的优势会逐步减少。对投资者而言,最重要的是在不同货币、资产类别和国家之间进行多元化分配,不只是在股市内部。达利欧对比特币有一定的投资,说相比于他对黄金的投资额,“百分比比率较小”,而他对黄金的投资与其他资产类别相比“百分比比率相对较小”。达利欧目前持有一些比特币,并表示可以考虑将加密货币用作现金和部分金融资产的替代品之一。</p>\n<p><b>6、英国首相约翰逊改组内阁</b></p>\n<p>原国际贸易大臣伊丽莎白·特拉斯被任命为外交大臣。原外交大臣多米尼克·拉布转任副首相、大法官和司法大臣,英国媒体称之为“降职”。原商业国务大臣安妮-玛丽·特里维廉接任国际贸易大臣职务。此外还有三位大臣遭解职。</p>\n<p><b>7、日本央行行长黑田东彦:必要时将进一步放松货币政策</b></p>\n<p>日本央行行长黑田东彦表示,如有必要,日本央行将进一步放松货币政策,如降低利率。日本央行致力于通过尽可能灵活、宽松的货币政策,尽早实现2%的通胀目标。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2167923405\" target=\"_blank\"><b>微软宣布600亿美元股票回购计划 还做了这一重要人事任命</b></a></p>\n<p>微软宣布了一个重磅消息——批准一项高达600亿美元的股份回购计划。微软表示,回购没有截止日期,可能随时终止,每股0.62美元的新股息比上一季度的股息增加了6美分。微软上一次回购计划是在2019年9月,当时规模是400亿美元。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2167903285\" target=\"_blank\"><b>辉瑞“逼宫”FDA放行第三针 以色列数据显示保护率能恢复到95%</b></a></p>\n<p>根据辉瑞公司提交给美国食品和药物管理局(FDA)一份长达52页的报告,以色列的临床数据显示,在接种第二剂疫苗6个月后,接种第三剂辉瑞疫苗可将感染保护率恢复到95%。目前FDA在审核加强针的方面不仅面临辉瑞公司的压力。白宫首席医学顾问福奇曾表示,FDA可能在9月20日前批准辉瑞新冠疫苗加强针。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2167599064\" target=\"_blank\"><b>美版“饿了么”DoorDash将纽约市告上法庭:不想与餐厅共享用户数据</b></a></p>\n<p>据报道,美国外卖配送公司DoorDash今日对纽约市提起诉讼,原因是一项新法律要求快递公司向餐厅分享更多客户数据。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2167543599\" target=\"_blank\"><b>美国社区论坛Reddit广告雄心初见成效:今年营收至少翻翻至3.5亿美元</b></a></p>\n<p>据报道,今年早些时候GameStop和AMC等公司股价的飙升,在很大程度上得益于拥有16年历史的在线新闻聚合和讨论社区Reddit的推动。这反映出了Reddit的受众规模,最新一份文件显示,Reddit在全球的月度用户达到4.3亿,接近于图片社交网络Pinterest的4.54亿月度用户。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2167592152\" target=\"_blank\"><b>ETF发行商排名方舟跌出前10!女股神: 经济复苏不如预期</b></a></p>\n<p>周三(9月15日),“女股神”凯茜伍德的方舟投资在美国ETF发行商中的排名正在下滑,方舟目前拥有约424亿美元的ETF,排名第11。由于投资者大量的资金流入,方舟在今年早些时候进入了前10名,但是,正当方舟价值210亿美元的旗舰<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(股票代码ARKK)大放异彩时,竞争也在加剧。由于方舟的资产略有下降,竞争对手WisdomTree已经领先,与此同时,行业新人Dimensional Fund Advisors紧随方舟之后,两家发行商之间的差距不到30亿美元。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2167921590\" target=\"_blank\"><b>Coinbase正计划进军加密货币衍生品领域</b></a></p>\n<p>美国最大的加密货币交易所Coinbase周三向美国全国期货协会提交了注册为期货委员会商户的申请。加密货币期货和期权长期以来一直是Coinbase产品组合中的一个明显不足之处,与此同时比特币衍生品已成长为一个巨大的市场。今年早些时候,Coinbase还收购了以跟踪衍生品市场而闻名的分析公司Skew。</p>\n<p><b>7、</b><a href=\"https://laohu8.com/NW/2167630594\" target=\"_blank\"><b>生物制药公司Dice Therapeutics上市首日暴涨117%</b></a></p>\n<p>Dice Therapeutics美国IPO首日暴涨117%,报36.89美元。此前给出的IPO发行价为每股17美元。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>证券、SVB Leerink和 Evercore ISI是此次上市的承销商。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DGAZ":"三倍做空天然气ETN(VelocityShares)","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","UNG":"美国天然气基金","UGAZ":"三倍做多天然气ETN(VelocityShares)","DWT":"三倍做空原油ETN"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138329020","content_text":"摘要:美三大指数集体收涨,油气股涨幅居前;美国WTI原油收高3.1%,天然气再创7年半新高;美国众议院筹款委员会投票推进税改计划;微软宣布600亿美元股票回购计划;生物制药公司Dice Therapeutics上市首日暴涨117%。\n\n海外市场\n1、美三大指数集体收涨,油气股涨幅居前\n美股周三收高,主要股指在连续下跌之后反弹。美国8月制造业产出增长0.2%不及预期。市场仍在权衡美国8月CPI数据,并担忧德尔塔异毒株影响全球经济复苏。截至收盘,道琼斯指数涨0.68%,标普500指数涨0.85%,纳斯达克指数涨0.82%。\n油气股涨幅居前,墨菲石油、卡隆石油涨超8%,戴文能源涨超7%。\n2、热门中概股周三收盘多数下滑 教育股普遍走低\n热门中概股周三收盘多数下滑,教育股普遍走低,网易有道跌近9%,好未来跌超6%,新东方跌4%,高途跌超2%。\n其他中概股方面,百度涨近1%,哔哩哔哩、新东方、汽车之家跌超4%,雾芯科技跌近3%,拼多多、贝壳跌超2%,阿里巴巴、爱奇艺、京东跌超1%。新能源汽车股中,蔚来汽车涨近0.4%,小鹏汽车跌近1%,理想汽车跌0.2%。\n3、英国8月通胀率达9年新高 欧股全线下跌\n英国通胀率飙升,使欧洲股市的主要指数承受压力。周三欧股主要股指普遍收跌,德国DAX指数跌0.66%,法国CAC40指数跌1.04%,英国富时100指数跌0.23%,欧洲斯托克50指数跌1.08%。\n4、美国WTI原油收高3.1% 天然气再创7年半新高\n美国能源信息署报告产美国上周原油供应减少640万桶,令油价得到支撑。天然气期货价格再创7年半新高。最终,WTI10月期货价格上涨2.15美元,涨幅约3.1%,收于每桶72.61美元,创7月30日以来的最高收盘价。天然气期货同样上涨,并再创2014年2月以来的最高收盘价。纽交所10月天然气期货价额上涨20美分,涨幅3.8%,收于每百万英热单位5.46美元。\n5、黄金期货周三收跌0.7% 结束两连涨\n因美联储缩减刺激政策的不确定性,黄金期货周三录得3个交易日来的首次下跌,几乎完全回吐了周二的涨幅。最终,纽交所12月交割的黄金期货价格下跌12.30美元,跌幅0.7%,收于每盎司1794.80美元。\n国际宏观\n1、美国众议院筹款委员会投票推进税改计划\n美国众议院筹款委员会投票推进对美国富人和公司增税的计划,作为民主党“预算和解”开支法案的一部分。\n2、欧洲央行告诫投资者不要专注于债券购买规模\n在欧洲央行官员决定第四季度放慢资产购买步伐的几天后,该行首席经济学家Philip Lane表示,投资者在评估欧洲央行的货币政策时,不应该单纯地关注资产购买规模。\n3、美国原油库存受飓风影响持续下降 达2019年9月以来最低水平\n全美原油库存降至2019年9月以来最低水平,部分原因是墨西哥湾沿岸供应减少到新冠疫情前低点。毋庸置疑,这主要是飓风“艾达”所致。距离飓风过境时隔近三周,遭受影响的生产商仍在恢复当中,墨西哥湾沿岸产量仅恢复了60%。\n4、1950年以来首次!英国或跌出德国十大贸易伙伴国名单\n根据德国联邦统计局公布的最新数据,2021年,英国可能将自1950年以来首次跌出德国十大贸易伙伴国之列。两国间的贸易额在今年上半年下降2.3%至483亿欧元,由此英国跌到了德国重要贸易伙伴国的第十一位。其中,德国从英国的进口贸易下降了11%,仅为160亿欧元。具体来看,食品行业下降了38.5%,纺织品下降了53%,医药产品下降了47%。\n5、桥水基金创始人达利欧:“现金仍然是垃圾” 对投资者而言最关键是投资多元化\n达利欧表示,现金仍然是垃圾。股市目前享有的优势会逐步减少。对投资者而言,最重要的是在不同货币、资产类别和国家之间进行多元化分配,不只是在股市内部。达利欧对比特币有一定的投资,说相比于他对黄金的投资额,“百分比比率较小”,而他对黄金的投资与其他资产类别相比“百分比比率相对较小”。达利欧目前持有一些比特币,并表示可以考虑将加密货币用作现金和部分金融资产的替代品之一。\n6、英国首相约翰逊改组内阁\n原国际贸易大臣伊丽莎白·特拉斯被任命为外交大臣。原外交大臣多米尼克·拉布转任副首相、大法官和司法大臣,英国媒体称之为“降职”。原商业国务大臣安妮-玛丽·特里维廉接任国际贸易大臣职务。此外还有三位大臣遭解职。\n7、日本央行行长黑田东彦:必要时将进一步放松货币政策\n日本央行行长黑田东彦表示,如有必要,日本央行将进一步放松货币政策,如降低利率。日本央行致力于通过尽可能灵活、宽松的货币政策,尽早实现2%的通胀目标。\n公司新闻\n1、微软宣布600亿美元股票回购计划 还做了这一重要人事任命\n微软宣布了一个重磅消息——批准一项高达600亿美元的股份回购计划。微软表示,回购没有截止日期,可能随时终止,每股0.62美元的新股息比上一季度的股息增加了6美分。微软上一次回购计划是在2019年9月,当时规模是400亿美元。\n2、辉瑞“逼宫”FDA放行第三针 以色列数据显示保护率能恢复到95%\n根据辉瑞公司提交给美国食品和药物管理局(FDA)一份长达52页的报告,以色列的临床数据显示,在接种第二剂疫苗6个月后,接种第三剂辉瑞疫苗可将感染保护率恢复到95%。目前FDA在审核加强针的方面不仅面临辉瑞公司的压力。白宫首席医学顾问福奇曾表示,FDA可能在9月20日前批准辉瑞新冠疫苗加强针。\n3、美版“饿了么”DoorDash将纽约市告上法庭:不想与餐厅共享用户数据\n据报道,美国外卖配送公司DoorDash今日对纽约市提起诉讼,原因是一项新法律要求快递公司向餐厅分享更多客户数据。\n4、美国社区论坛Reddit广告雄心初见成效:今年营收至少翻翻至3.5亿美元\n据报道,今年早些时候GameStop和AMC等公司股价的飙升,在很大程度上得益于拥有16年历史的在线新闻聚合和讨论社区Reddit的推动。这反映出了Reddit的受众规模,最新一份文件显示,Reddit在全球的月度用户达到4.3亿,接近于图片社交网络Pinterest的4.54亿月度用户。\n5、ETF发行商排名方舟跌出前10!女股神: 经济复苏不如预期\n周三(9月15日),“女股神”凯茜伍德的方舟投资在美国ETF发行商中的排名正在下滑,方舟目前拥有约424亿美元的ETF,排名第11。由于投资者大量的资金流入,方舟在今年早些时候进入了前10名,但是,正当方舟价值210亿美元的旗舰ARK Innovation ETF(股票代码ARKK)大放异彩时,竞争也在加剧。由于方舟的资产略有下降,竞争对手WisdomTree已经领先,与此同时,行业新人Dimensional Fund Advisors紧随方舟之后,两家发行商之间的差距不到30亿美元。\n6、Coinbase正计划进军加密货币衍生品领域\n美国最大的加密货币交易所Coinbase周三向美国全国期货协会提交了注册为期货委员会商户的申请。加密货币期货和期权长期以来一直是Coinbase产品组合中的一个明显不足之处,与此同时比特币衍生品已成长为一个巨大的市场。今年早些时候,Coinbase还收购了以跟踪衍生品市场而闻名的分析公司Skew。\n7、生物制药公司Dice Therapeutics上市首日暴涨117%\nDice 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","text":"Gloomy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178973726","repostId":"1144099744","repostType":4,"repost":{"id":"1144099744","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626784245,"share":"https://www.laohu8.com/m/news/1144099744?lang=zh_CN&edition=full","pubTime":"2021-07-20 20:30","market":"us","language":"en","title":"Tesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示,特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长,不会削减彼此的市场份额</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144099744","media":"Benzinga","summary":"Tesla Inc and local electric vehicle rivals such asNio Inc are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.What Happened:Chinese electric vehicle makers such as Nio,Xpeng Inc,Li Auto Inc andBYD Co along with Teslareported robust delivery numbersin June.Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon","content":"<p><b>Tesla Inc</b>(NASDAQ:TSLA) and local electric vehicle rivals such as<b>Nio Inc</b>(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.</p><p><blockquote><b>特斯拉公司</b>(纳斯达克:TSLA)和当地电动汽车竞争对手,如<b>蔚来公司</b>据cnEVpost报道,中泰证券分析师表示,(纽约证券交易所股票代码:蔚来)正在共同发展中国的电动汽车市场,而不是蚕食彼此的市场份额。</blockquote></p><p> <b>What Happened:</b>Chinese electric vehicle makers such as Nio,<b>Xpeng Inc</b>(NYSE:XPEV),<b>Li Auto Inc</b>(NASDAQ:LI) and<b>BYD Co</b>(OTC:BYDDY) along with Teslareported robust delivery numbersin June.</p><p><blockquote><b>发生了什么:</b>蔚来等中国电动汽车制造商,<b>小鹏汽车</b>(纽约证券交易所代码:XPEV),<b>理想汽车公司</b>(纳斯达克:LI)及<b>比亚迪公司</b>(场外交易代码:BYDDY)以及特斯拉报告的6月份交付量强劲。</blockquote></p><p> Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.</p><p><blockquote>特斯拉在推出价格较低的Model Y车型后,加剧了在中国的竞争。这一战略得到了回报,据报道,埃隆·马斯克领导的公司获得了大量订单,但引发了人们对中国新汽车制造商厄运和悲观的担忧。</blockquote></p><p> Zhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.</p><p><blockquote>中泰证券分析师认为此举被夸大了,因为中国新造车企业在需求和定价方面的竞争都有所不同。</blockquote></p><p> <b>Why It Matters:</b>Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.</p><p><blockquote><b>为什么重要:</b>特斯拉在中国推出了一款更实惠的电动中型SUV Model Y,该车有资格获得补贴,基准售价低于30万元人民币(4.6万美元)。预计将于8月开始交付。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/955b414508f48ef07615be308fe8be84\" tg-width=\"593\" tg-height=\"485\" width=\"100%\" height=\"auto\">Tesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.</p><p><blockquote>特斯拉最大的竞争对手蔚来目前运营的投资组合价格更高,并且没有资格获得补贴,因为它们的定价都超过了30万元人民币的限额。</blockquote></p><p> <b>Ford Motor Co</b>(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.</p><p><blockquote><b>福特汽车公司</b>(纽约证券交易所股票代码:F)也在中国推出了另一款全电动运动型多功能车野马Mach-E,售价低于30万元人民币(4.6万美元),从而有资格获得国家主导的补贴。</blockquote></p><p> <b>Price Action:</b>Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.</p><p><blockquote><b>价格走势:</b>特斯拉股价周一收盘上涨0.31%,至646.22美元。蔚来收涨1.29%,报43.35美元。</blockquote></p><p></p>","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>Tesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示,特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长,不会削减彼此的市场份额</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts<blockquote>分析师表示,特斯拉、本土竞争对手蔚来、小鹏汽车、理想汽车共同成长,不会削减彼此的市场份额</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-20 20:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Tesla Inc</b>(NASDAQ:TSLA) and local electric vehicle rivals such as<b>Nio Inc</b>(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.</p><p><blockquote><b>特斯拉公司</b>(纳斯达克:TSLA)和当地电动汽车竞争对手,如<b>蔚来公司</b>据cnEVpost报道,中泰证券分析师表示,(纽约证券交易所股票代码:蔚来)正在共同发展中国的电动汽车市场,而不是蚕食彼此的市场份额。</blockquote></p><p> <b>What Happened:</b>Chinese electric vehicle makers such as Nio,<b>Xpeng Inc</b>(NYSE:XPEV),<b>Li Auto Inc</b>(NASDAQ:LI) and<b>BYD Co</b>(OTC:BYDDY) along with Teslareported robust delivery numbersin June.</p><p><blockquote><b>发生了什么:</b>蔚来等中国电动汽车制造商,<b>小鹏汽车</b>(纽约证券交易所代码:XPEV),<b>理想汽车公司</b>(纳斯达克:LI)及<b>比亚迪公司</b>(场外交易代码:BYDDY)以及特斯拉报告的6月份交付量强劲。</blockquote></p><p> Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.</p><p><blockquote>特斯拉在推出价格较低的Model Y车型后,加剧了在中国的竞争。这一战略得到了回报,据报道,埃隆·马斯克领导的公司获得了大量订单,但引发了人们对中国新汽车制造商厄运和悲观的担忧。</blockquote></p><p> Zhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.</p><p><blockquote>中泰证券分析师认为此举被夸大了,因为中国新造车企业在需求和定价方面的竞争都有所不同。</blockquote></p><p> <b>Why It Matters:</b>Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.</p><p><blockquote><b>为什么重要:</b>特斯拉在中国推出了一款更实惠的电动中型SUV Model Y,该车有资格获得补贴,基准售价低于30万元人民币(4.6万美元)。预计将于8月开始交付。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/955b414508f48ef07615be308fe8be84\" tg-width=\"593\" tg-height=\"485\" width=\"100%\" height=\"auto\">Tesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.</p><p><blockquote>特斯拉最大的竞争对手蔚来目前运营的投资组合价格更高,并且没有资格获得补贴,因为它们的定价都超过了30万元人民币的限额。</blockquote></p><p> <b>Ford Motor Co</b>(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.</p><p><blockquote><b>福特汽车公司</b>(纽约证券交易所股票代码:F)也在中国推出了另一款全电动运动型多功能车野马Mach-E,售价低于30万元人民币(4.6万美元),从而有资格获得国家主导的补贴。</blockquote></p><p> <b>Price Action:</b>Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.</p><p><blockquote><b>价格走势:</b>特斯拉股价周一收盘上涨0.31%,至646.22美元。蔚来收涨1.29%,报43.35美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","TSLA":"特斯拉","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144099744","content_text":"Tesla Inc(NASDAQ:TSLA) and local electric vehicle rivals such asNio Inc(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.\nWhat Happened:Chinese electric vehicle makers such as Nio,Xpeng Inc(NYSE:XPEV),Li Auto Inc(NASDAQ:LI) andBYD Co(OTC:BYDDY) along with Teslareported robust delivery numbersin June.\nTesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.\nZhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.\nWhy It Matters:Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.\nTesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.\nFord Motor Co(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.\nPrice Action:Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9,"LI":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608293720,"gmtCreate":1638745756960,"gmtModify":1638745757074,"author":{"id":"3586752780223051","authorId":"3586752780223051","name":"羊坑","avatar":"https://static.tigerbbs.com/88ac1a68d3b3acc9ac25a13efb6869c0","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586752780223051","idStr":"3586752780223051"},"themes":[],"htmlText":"等<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","listText":"等<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>","text":"等$Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608293720","repostId":"608306437","repostType":1,"repost":{"id":608306437,"gmtCreate":1638613275609,"gmtModify":1638860584973,"author":{"id":"3558908080415665","authorId":"3558908080415665","name":"邹咏翰","avatar":"https://static.tigerbbs.com/2abf7014742f3e282e9781e945db75b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558908080415665","idStr":"3558908080415665"},"themes":[],"title":"阿里巴巴应跌到 $99.88","htmlText":"1. 一年多来,自从蚂蚁集团退出了据称有史以来规模最大的 IPO,阿里巴巴的股价一直没有回升。2. 股价从高位 $319.32 跌至近期低位 $108.70,跌幅达66%。3. 根据我与投资者的互动,阿里巴巴可能是外国投资者持有的最受欢迎中国股票。它几乎是中国股市的代名词。4. 就在你以为阿里巴巴找到底部的时候,它又下跌了一些。为什么即使最近监管措施很少,也会发生这种情况?5. 一个可能的原因是滴滴退市。多年来,有关中国公司从美国退市的威胁一直存在,最终一个真实的案例正在发生,并引发了对中国 ADR 的一系列抛售。6. 需要注意的一点是,<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在美国的股票(BABA)可以转换为在香港的<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴股票(9988)。因此,我认为实际退市对您的所有权影响不大,股价的波动都是股民的短期反应。7. 另一个可能的原因是 Omicron 病毒,它不仅影响了阿里巴巴,而且影响了几乎所有其他股票。 Omicron 的影响仍然未知,而市场讨厌这种不确定性。但封锁对阿里巴巴的业务来说甚至更好。8. 第三个可能的原因是通货膨胀的威胁。各国的中央银行的说法已经改变:他们不再说这是暂时性的通货膨胀。对抗通货膨胀的方法之一是提高利率。较高的利率会影响成长型股票的估价。但阿里巴巴现在可说是个价值股而不是成长股。9. 所以我认为最近的事件不会损害阿里巴巴的业务。投资者只是寻找卖股的借口。10. 阿里巴巴股价会走低吗?即使我是股东,我也希望股价继续地跌。因为我发现许多投资者持有阿里巴巴股票,而股市不会回报","listText":"1. 一年多来,自从蚂蚁集团退出了据称有史以来规模最大的 IPO,阿里巴巴的股价一直没有回升。2. 股价从高位 $319.32 跌至近期低位 $108.70,跌幅达66%。3. 根据我与投资者的互动,阿里巴巴可能是外国投资者持有的最受欢迎中国股票。它几乎是中国股市的代名词。4. 就在你以为阿里巴巴找到底部的时候,它又下跌了一些。为什么即使最近监管措施很少,也会发生这种情况?5. 一个可能的原因是滴滴退市。多年来,有关中国公司从美国退市的威胁一直存在,最终一个真实的案例正在发生,并引发了对中国 ADR 的一系列抛售。6. 需要注意的一点是,<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 在美国的股票(BABA)可以转换为在香港的<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 阿里巴巴股票(9988)。因此,我认为实际退市对您的所有权影响不大,股价的波动都是股民的短期反应。7. 另一个可能的原因是 Omicron 病毒,它不仅影响了阿里巴巴,而且影响了几乎所有其他股票。 Omicron 的影响仍然未知,而市场讨厌这种不确定性。但封锁对阿里巴巴的业务来说甚至更好。8. 第三个可能的原因是通货膨胀的威胁。各国的中央银行的说法已经改变:他们不再说这是暂时性的通货膨胀。对抗通货膨胀的方法之一是提高利率。较高的利率会影响成长型股票的估价。但阿里巴巴现在可说是个价值股而不是成长股。9. 所以我认为最近的事件不会损害阿里巴巴的业务。投资者只是寻找卖股的借口。10. 阿里巴巴股价会走低吗?即使我是股东,我也希望股价继续地跌。因为我发现许多投资者持有阿里巴巴股票,而股市不会回报","text":"1. 一年多来,自从蚂蚁集团退出了据称有史以来规模最大的 IPO,阿里巴巴的股价一直没有回升。2. 股价从高位 $319.32 跌至近期低位 $108.70,跌幅达66%。3. 根据我与投资者的互动,阿里巴巴可能是外国投资者持有的最受欢迎中国股票。它几乎是中国股市的代名词。4. 就在你以为阿里巴巴找到底部的时候,它又下跌了一些。为什么即使最近监管措施很少,也会发生这种情况?5. 一个可能的原因是滴滴退市。多年来,有关中国公司从美国退市的威胁一直存在,最终一个真实的案例正在发生,并引发了对中国 ADR 的一系列抛售。6. 需要注意的一点是,$阿里巴巴(BABA)$ 在美国的股票(BABA)可以转换为在香港的$阿里巴巴-SW(09988)$ 阿里巴巴股票(9988)。因此,我认为实际退市对您的所有权影响不大,股价的波动都是股民的短期反应。7. 另一个可能的原因是 Omicron 病毒,它不仅影响了阿里巴巴,而且影响了几乎所有其他股票。 Omicron 的影响仍然未知,而市场讨厌这种不确定性。但封锁对阿里巴巴的业务来说甚至更好。8. 第三个可能的原因是通货膨胀的威胁。各国的中央银行的说法已经改变:他们不再说这是暂时性的通货膨胀。对抗通货膨胀的方法之一是提高利率。较高的利率会影响成长型股票的估价。但阿里巴巴现在可说是个价值股而不是成长股。9. 所以我认为最近的事件不会损害阿里巴巴的业务。投资者只是寻找卖股的借口。10. 阿里巴巴股价会走低吗?即使我是股东,我也希望股价继续地跌。因为我发现许多投资者持有阿里巴巴股票,而股市不会回报","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608306437","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}