+关注
李仕美
暂无个人介绍
IP属地：四川
1389
关注
27
粉丝
138
主题
0
勋章
主贴
热门
李仕美
2022-11-08
$恒生指数(HSI)$
李仕美
2022-11-03
$英伟达(NVDA)$
李仕美
2022-10-17
东西粮
南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元
李仕美
2022-09-08
这篇文章不错，转发给大家看
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4117942384873420","uuid":"4117942384873420","gmtCreate":1655902550137,"gmtModify":1662601544494,"name":"李仕美","pinyin":"lsmlishimei","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":27,"headSize":1389,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":138,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"四川","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":214,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":664118370,"gmtCreate":1667867520790,"gmtModify":1667867521629,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>","text":"$恒生指数(HSI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664118370","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665435714,"gmtCreate":1667434737139,"gmtModify":1667439564836,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"0\"></v-v>","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665435714","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666477707,"gmtCreate":1665975435310,"gmtModify":1665976088503,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"东西粮","listText":"东西粮","text":"东西粮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666477707","repostId":"2275931367","repostType":2,"repost":{"id":"2275931367","kind":"highlight","pubTimestamp":1665749909,"share":"https://www.laohu8.com/m/news/2275931367?lang=&edition=full","pubTime":"2022-10-14 20:18","market":"hk","language":"zh","title":"南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2275931367","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.</p><p><img src=\"https://img3.gelonghui.com/8e80a-2660d535-a190-43e1-a6fd-f57b032edc62.png\"/></p><p>活跃个股方面，北向资金净卖出较多的有<b><a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a></b><span>分别获净买入6.13亿元、4.09亿元、2.74亿元。</span><b><a href=\"https://laohu8.com/S/600438\">通威股份</a></b><span>净卖出额居首，金额为3.9亿元。</span></p><p><img src=\"https://img3.gelonghui.com/ed03c-d2fe7ada-4c1e-460c-bfc9-91dc3d37e488.png\"/></p><p>南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。</p><p><img src=\"https://img3.gelonghui.com/bbf77-b493a6bf-d49e-4cd9-8678-c4546a2942dd.png\"/></p><p>今日南下资金<b>净买入较多的有<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>，</b><span>分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；</span><b><a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>分别遭净卖出</b><span>2.43亿港元、9438万港元。</span></p><p><img src=\"https://img3.gelonghui.com/51af3-89d7ab85-0671-48c0-9cda-66a462305f52.png\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">南水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><div></div><p><b><a href=\"https://laohu8.com/S/603259\">药明康德</a></b><span>获净买入6.13亿元。</span><span>德邦证券表示，</span><span>复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。</span></p><p><b>隆基绿能</b><span>获净买入4.09亿元。</span><span>公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。</span></p><p><b><a href=\"https://laohu8.com/S/01880\">中国中免</a></b>获净买入2.74亿元。消息面上，<span>cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">北水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b>腾讯</b><b>控股</b><span>获净买入11.37亿港元。</span><span>中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。</span></p><p><b>药明生物</b><span>获净买入10.97亿港元。</span><span><a href=\"https://laohu8.com/S/601901\">方正证券</a>研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。</span></p><p><b><a href=\"https://laohu8.com/S/00853\">微创医疗</a></b>获净买入5404万港元。消息面上，国家医保局明确<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 20:18 北京时间 <a href=https://www.gelonghui.com/p/556709><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a href=\"https://www.gelonghui.com/p/556709\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/8836a-e31f6092-9136-4d85-86a7-935436f84a69.jpg","relate_stocks":{"IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK1586":"云计算","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0228659784.USD":"施罗德金砖四国基金","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1589":"北水核心资产","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0051755006.USD":"摩根大通中国A (dist)","IE0008368742.USD":"首域中国增长基金I Acc","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","TCEHY":"腾讯控股ADR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","00700":"腾讯控股","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1502":"双十一","BK1526":"科网股","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC"},"source_url":"https://www.gelonghui.com/p/556709","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2275931367","content_text":"10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多的有腾讯控股、药明生物、美团-W，分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；恒生中国企业、新东方在线分别遭净卖出2.43亿港元、9438万港元。南水关注的个股药明康德获净买入6.13亿元。德邦证券表示，复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。隆基绿能获净买入4.09亿元。公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。中国中免获净买入2.74亿元。消息面上，cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。北水关注的个股腾讯控股获净买入11.37亿港元。中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。药明生物获净买入10.97亿港元。方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。微创医疗获净买入5404万港元。消息面上，国家医保局明确创新医疗器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。","news_type":1,"symbols_score_info":{"00700":1,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":4156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669441304,"gmtCreate":1662596128608,"gmtModify":1662601542543,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669441304","repostId":"2265916883","repostType":2,"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":664118370,"gmtCreate":1667867520790,"gmtModify":1667867521629,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>","text":"$恒生指数(HSI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664118370","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666477707,"gmtCreate":1665975435310,"gmtModify":1665976088503,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"东西粮","listText":"东西粮","text":"东西粮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666477707","repostId":"2275931367","repostType":2,"repost":{"id":"2275931367","kind":"highlight","pubTimestamp":1665749909,"share":"https://www.laohu8.com/m/news/2275931367?lang=&edition=full","pubTime":"2022-10-14 20:18","market":"hk","language":"zh","title":"南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2275931367","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.</p><p><img src=\"https://img3.gelonghui.com/8e80a-2660d535-a190-43e1-a6fd-f57b032edc62.png\"/></p><p>活跃个股方面，北向资金净卖出较多的有<b><a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a></b><span>分别获净买入6.13亿元、4.09亿元、2.74亿元。</span><b><a href=\"https://laohu8.com/S/600438\">通威股份</a></b><span>净卖出额居首，金额为3.9亿元。</span></p><p><img src=\"https://img3.gelonghui.com/ed03c-d2fe7ada-4c1e-460c-bfc9-91dc3d37e488.png\"/></p><p>南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。</p><p><img src=\"https://img3.gelonghui.com/bbf77-b493a6bf-d49e-4cd9-8678-c4546a2942dd.png\"/></p><p>今日南下资金<b>净买入较多的有<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>，</b><span>分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；</span><b><a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>分别遭净卖出</b><span>2.43亿港元、9438万港元。</span></p><p><img src=\"https://img3.gelonghui.com/51af3-89d7ab85-0671-48c0-9cda-66a462305f52.png\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">南水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><div></div><p><b><a href=\"https://laohu8.com/S/603259\">药明康德</a></b><span>获净买入6.13亿元。</span><span>德邦证券表示，</span><span>复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。</span></p><p><b>隆基绿能</b><span>获净买入4.09亿元。</span><span>公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。</span></p><p><b><a href=\"https://laohu8.com/S/01880\">中国中免</a></b>获净买入2.74亿元。消息面上，<span>cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">北水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b>腾讯</b><b>控股</b><span>获净买入11.37亿港元。</span><span>中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。</span></p><p><b>药明生物</b><span>获净买入10.97亿港元。</span><span><a href=\"https://laohu8.com/S/601901\">方正证券</a>研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。</span></p><p><b><a href=\"https://laohu8.com/S/00853\">微创医疗</a></b>获净买入5404万港元。消息面上，国家医保局明确<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 20:18 北京时间 <a href=https://www.gelonghui.com/p/556709><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a href=\"https://www.gelonghui.com/p/556709\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/8836a-e31f6092-9136-4d85-86a7-935436f84a69.jpg","relate_stocks":{"IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK1586":"云计算","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0228659784.USD":"施罗德金砖四国基金","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1589":"北水核心资产","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0051755006.USD":"摩根大通中国A (dist)","IE0008368742.USD":"首域中国增长基金I Acc","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","TCEHY":"腾讯控股ADR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","00700":"腾讯控股","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1502":"双十一","BK1526":"科网股","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC"},"source_url":"https://www.gelonghui.com/p/556709","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2275931367","content_text":"10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多的有腾讯控股、药明生物、美团-W，分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；恒生中国企业、新东方在线分别遭净卖出2.43亿港元、9438万港元。南水关注的个股药明康德获净买入6.13亿元。德邦证券表示，复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。隆基绿能获净买入4.09亿元。公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。中国中免获净买入2.74亿元。消息面上，cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。北水关注的个股腾讯控股获净买入11.37亿港元。中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。药明生物获净买入10.97亿港元。方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。微创医疗获净买入5404万港元。消息面上，国家医保局明确创新医疗器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。","news_type":1,"symbols_score_info":{"00700":1,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":4156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665435714,"gmtCreate":1667434737139,"gmtModify":1667439564836,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"0\"></v-v>","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665435714","isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":669441304,"gmtCreate":1662596128608,"gmtModify":1662601542543,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4117942384873420","authorIdStr":"4117942384873420"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669441304","repostId":"2265916883","repostType":2,"repost":{"id":"2265916883","kind":"news","pubTimestamp":1662591600,"share":"https://www.laohu8.com/m/news/2265916883?lang=&edition=full","pubTime":"2022-09-08 07:00","market":"hk","language":"zh","title":"外媒头条 | 美联储褐皮书揭示美国经济增长疲软","url":"https://stock-news.laohu8.com/highlight/detail?id=2265916883","media":"环球市场播报","summary":" 苹果公司发布iPhone 14系列手机，这款旗舰产品对摄像头进行了升级，还加入紧急卫星通信救援功能。 在周三名为Far Out的发布会上，苹果还宣布了新一系列的智能手表和耳机AirPods。 大部分iPhone升级功能将出现在高端的Pro系列。 美联储表示，美国经济增长前景疲软，未来一年势将进一步下滑，通胀显示出放缓迹象。 美联储周三在褐皮书报告中表示，“经济增长前景总体上仍然疲软，联系人提到未来对6-12个月需求进一步走软的预期”。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正式发布iPhone 14系列 升级摄像头并新增卫星连接功能</b></blockquote><blockquote><b>2、美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象</b></blockquote><blockquote><b>3、美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落</b></blockquote><blockquote><b>4、“大空头”Burry再做悲观预测 暗示美股底部还未到来</b></blockquote><blockquote><b>5、美国消费者自2020年以来首次预计房价将下跌</b></blockquote><blockquote><b>6、新首相开始面临更多现实考验，英镑迎来熊市行情</b></blockquote><p><img src=\"https://static.tigerbbs.com/3b6314b5eb31af5a7fbf9c887e0eb055\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p><b>苹果正式发布iPhone 14系列 升级摄像头并新增卫星连接功能</b></p><p>苹果公司发布iPhone 14系列手机，这款旗舰产品对摄像头进行了升级，还加入紧急卫星通信救援功能。苹果首席执行官蒂姆·库克在演讲中表示，“我们不断挑战自我，提高标准，让它变得更好”。</p><p>在周三名为Far Out的发布会上，苹果还宣布了新一系列的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表和耳机AirPods。标准版本的iPhone 14看起来与去年的iPhone 13相似，但新增了一个变化：苹果放弃了迷你版，增加了一个配备6.7英寸显示屏的型号。</p><p>大部分iPhone升级功能将出现在高端的Pro系列。该系列的手机将包括一个4800万像素的摄像头和一个能够始终保持低耗电模式的屏幕，类似于最新版本的Apple Watch。例如，新手机上可以在屏幕其余区域关闭的情况下显示带有一些信息的小插件，例如天气、日历日程、股票行情。</p><p><img src=\"https://static.tigerbbs.com/52827eee02edc912e5f23ef8e67f7f7a\" tg-width=\"550\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象</b></p><p>美联储表示，美国经济增长前景疲软，未来一年势将进一步下滑，通胀显示出放缓迹象。</p><p>美联储周三在褐皮书报告中表示，“经济增长前景总体上仍然疲软，联系人提到未来对6-12个月需求进一步走软的预期”。物价水平“仍然高企”，但9个辖区报告涨幅有所放缓。大多数受访者预计价格压力至少会持续到年底。所有地区的工资都在增长，尽管普遍有报告称增长速度放缓，薪资预期也在下降。</p><p>自7月初以来，经济活动总体上没有变化，5个地区报告经济活动略微增长或温和增长，另外5个地区报告经济活动略有或温和放缓。未来经济增长前景总体上仍然疲弱，受访者指出，预期未来6至12个月需求将进一步走软。</p><p><img src=\"https://static.tigerbbs.com/ddc487a24eb956063c2e4a6842ff5bf0\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落</b></p><p>美联储副主席布雷纳德表示，美联储必须将利率提高到限制性水平并维持住“一段时间”，其警告未来风险将变得更加双向。</p><p>“我们会一直坚持到通胀回落，”布雷纳德周三在纽约的一个会议上表示。 “在一段时间内，货币政策需要变得具有限制性，以便让人们相信通胀率将朝目标水平下降。”</p><p>布雷纳德没有透露本月晚些时候会议上其倾向的升息幅度，但她指出，在某些时候，随着货币政策的进一步收紧，风险将会增加。</p><p>她表示，“紧缩周期的某个时刻，风险将变得更加双向，紧缩周期的快速性和全球性、及其对金融条件的影响不确定将干扰到需求状况，带来政策过度收紧的风险。”</p><p><img src=\"https://static.tigerbbs.com/11340bb699d545fe925421a5ab9231ef\" tg-width=\"550\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p><b>“大空头”Burry再做悲观预测 暗示美股底部还未到来</b></p><p>电影《大空头》的原型，知名投资者Michael Burry表示，美股的痛苦尚未结束。</p><p><b>他在社交媒体上写道，“我们还没有触底。”</b></p><p>Burry提到了近日两家以特殊目的收购公司（SPAC）为投资对象的交易所交易基金（ETF）的关闭，此类投资产品在疫情期的牛市颇受散户欢迎。这两支ETF均创立不到两年，随着股市的下挫，投资者也离它们而去。</p><p>Burry还提到了加密货币、网红股和SPAC的崩溃，似乎还把2000年和2008年的市场崩盘与今年的市况联系了起来。</p><p><img src=\"https://static.tigerbbs.com/8f66fd0f5c7475ec23e7e174f6526b8b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>美国消费者自2020年以来首次预计房价将下跌</b></p><p>美国消费者两年来首次预计未来12个月房价将下跌。调查发现，受访者预计房价将下跌0.4%，而7月份的预期为上涨1.9%。</p><p>据周三发布的该调查结果，消费者还预计租金价格增速将放缓，预计未来一年租金将下降近两个百分点，为该数据追溯至2010年以来的最大降幅。</p><p>研究报告指出，预计未来12个月房价将上涨的受访者比例从39%降至33%，而预计房价会下跌的受访者比例上升3个百分点至33%。</p><p>“预计房价在未来一年将下跌的消费者比例在8月份大幅上升，”经济学家Doug Duncan说。“我们还观察到，报告高房价做为卖房好时机主要原因的消费者大幅下降，表明对房价放缓或下跌的预期开始对卖房情绪产生负面影响。”</p><p><img src=\"https://static.tigerbbs.com/f77f45d2a09a06d76c288ab3a397db1e\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>新首相开始面临更多现实考验，英镑迎来熊市行情</b></p><p>英国新首相在外汇市场的蜜月期已经结束。</p><p>随着特拉斯新官上任，英镑周二从两年低点反弹；但随着她周三面临议会的考验，汇率涨势正在消退。英镑重拾今年的下行趋势，处于熊市边缘，一旦失守，可能引发更大的跌势。</p><p>鉴于通胀飙升以及英国经济衰退的可能性，投资者一直在抛售英镑资产。虽然特拉斯提出的计划可能会帮助家庭度过能源危机，但政府掏腰包来支付他们的账单可能会给市场带来未来的问题。</p><p>“领导人更迭通常有利于英镑，尤其是当高达1300亿英镑的新赤字支出可能列入议程之际。但当前的危机与近些年的不同，”野村国际策略师Jordan Rochester表示。他说，人为降低消费者的能源价格，将减轻英国央行近期实施激进加息的压力，但代价是政府“付出更多代价”，扩大了英国的贸易逆差。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条 | 美联储褐皮书揭示美国经济增长疲软</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外媒头条 | 美联储褐皮书揭示美国经济增长疲软\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 07:00 北京时间 <a href=https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8217519.shtml?finpagefr=p_115><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、苹果正式发布iPhone 14系列 升级摄像头并新增卫星连接功能2、美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象3、美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落4、“大空头”Burry再做悲观预测 暗示美股底部还未到来5、美国消费者自2020年以来首次预计房价将下跌6、新首相开始面临更多现实考验，英镑迎来熊市行情苹果正式...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8217519.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b6314b5eb31af5a7fbf9c887e0eb055","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4512":"苹果概念","DDM":"道指两倍做多ETF","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF","BK4571":"数字音乐概念","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","BK4576":"AR",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)","QQQ":"纳指100ETF","BK4575":"芯片概念","BK4566":"资本集团","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","SPY":"标普500ETF","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4515":"5G概念","DXD":"道指两倍做空ETF","BK4559":"巴菲特持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 Index","BK4579":"人工智能","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","TQQQ":"纳指三倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","BK4573":"虚拟现实","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF","BK4574":"无人驾驶","SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","QID":"纳指两倍做空ETF","OEX":"标普100"},"source_url":"https://finance.sina.com.cn/world/2022-09-08/doc-imqqsmrn8217519.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2265916883","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、苹果正式发布iPhone 14系列 升级摄像头并新增卫星连接功能2、美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象3、美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落4、“大空头”Burry再做悲观预测 暗示美股底部还未到来5、美国消费者自2020年以来首次预计房价将下跌6、新首相开始面临更多现实考验，英镑迎来熊市行情苹果正式发布iPhone 14系列 升级摄像头并新增卫星连接功能苹果公司发布iPhone 14系列手机，这款旗舰产品对摄像头进行了升级，还加入紧急卫星通信救援功能。苹果首席执行官蒂姆·库克在演讲中表示，“我们不断挑战自我，提高标准，让它变得更好”。在周三名为Far Out的发布会上，苹果还宣布了新一系列的智能手表和耳机AirPods。标准版本的iPhone 14看起来与去年的iPhone 13相似，但新增了一个变化：苹果放弃了迷你版，增加了一个配备6.7英寸显示屏的型号。大部分iPhone升级功能将出现在高端的Pro系列。该系列的手机将包括一个4800万像素的摄像头和一个能够始终保持低耗电模式的屏幕，类似于最新版本的Apple Watch。例如，新手机上可以在屏幕其余区域关闭的情况下显示带有一些信息的小插件，例如天气、日历日程、股票行情。美联储褐皮书：美国经济增长前景疲软 通胀出现降温迹象美联储表示，美国经济增长前景疲软，未来一年势将进一步下滑，通胀显示出放缓迹象。美联储周三在褐皮书报告中表示，“经济增长前景总体上仍然疲软，联系人提到未来对6-12个月需求进一步走软的预期”。物价水平“仍然高企”，但9个辖区报告涨幅有所放缓。大多数受访者预计价格压力至少会持续到年底。所有地区的工资都在增长，尽管普遍有报告称增长速度放缓，薪资预期也在下降。自7月初以来，经济活动总体上没有变化，5个地区报告经济活动略微增长或温和增长，另外5个地区报告经济活动略有或温和放缓。未来经济增长前景总体上仍然疲弱，受访者指出，预期未来6至12个月需求将进一步走软。美联储副主席：未来风险将变得更加双向 紧缩政策会坚持到通胀回落美联储副主席布雷纳德表示，美联储必须将利率提高到限制性水平并维持住“一段时间”，其警告未来风险将变得更加双向。“我们会一直坚持到通胀回落，”布雷纳德周三在纽约的一个会议上表示。 “在一段时间内，货币政策需要变得具有限制性，以便让人们相信通胀率将朝目标水平下降。”布雷纳德没有透露本月晚些时候会议上其倾向的升息幅度，但她指出，在某些时候，随着货币政策的进一步收紧，风险将会增加。她表示，“紧缩周期的某个时刻，风险将变得更加双向，紧缩周期的快速性和全球性、及其对金融条件的影响不确定将干扰到需求状况，带来政策过度收紧的风险。”“大空头”Burry再做悲观预测 暗示美股底部还未到来电影《大空头》的原型，知名投资者Michael Burry表示，美股的痛苦尚未结束。他在社交媒体上写道，“我们还没有触底。”Burry提到了近日两家以特殊目的收购公司（SPAC）为投资对象的交易所交易基金（ETF）的关闭，此类投资产品在疫情期的牛市颇受散户欢迎。这两支ETF均创立不到两年，随着股市的下挫，投资者也离它们而去。Burry还提到了加密货币、网红股和SPAC的崩溃，似乎还把2000年和2008年的市场崩盘与今年的市况联系了起来。美国消费者自2020年以来首次预计房价将下跌美国消费者两年来首次预计未来12个月房价将下跌。调查发现，受访者预计房价将下跌0.4%，而7月份的预期为上涨1.9%。据周三发布的该调查结果，消费者还预计租金价格增速将放缓，预计未来一年租金将下降近两个百分点，为该数据追溯至2010年以来的最大降幅。研究报告指出，预计未来12个月房价将上涨的受访者比例从39%降至33%，而预计房价会下跌的受访者比例上升3个百分点至33%。“预计房价在未来一年将下跌的消费者比例在8月份大幅上升，”经济学家Doug Duncan说。“我们还观察到，报告高房价做为卖房好时机主要原因的消费者大幅下降，表明对房价放缓或下跌的预期开始对卖房情绪产生负面影响。”新首相开始面临更多现实考验，英镑迎来熊市行情英国新首相在外汇市场的蜜月期已经结束。随着特拉斯新官上任，英镑周二从两年低点反弹；但随着她周三面临议会的考验，汇率涨势正在消退。英镑重拾今年的下行趋势，处于熊市边缘，一旦失守，可能引发更大的跌势。鉴于通胀飙升以及英国经济衰退的可能性，投资者一直在抛售英镑资产。虽然特拉斯提出的计划可能会帮助家庭度过能源危机，但政府掏腰包来支付他们的账单可能会给市场带来未来的问题。“领导人更迭通常有利于英镑，尤其是当高达1300亿英镑的新赤字支出可能列入议程之际。但当前的危机与近些年的不同，”野村国际策略师Jordan Rochester表示。他说，人为降低消费者的能源价格，将减轻英国央行近期实施激进加息的压力，但代价是政府“付出更多代价”，扩大了英国的贸易逆差。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":1,".IXIC":1,".SPX":0.6,"AAPL":1,"DDM":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6,"NQmain":0.6,"IVV":0.6,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
