超级卢卡斯的个人主页 - 老虎社区

超级卢卡斯

超级卢卡斯

美股探索者

IP属地：北京

72关注

7粉丝

1主题

0勋章

超级卢卡斯

2021-06-28

额

港交所因黑色暴雨警告信号将取消上午时段交易

超级卢卡斯

2021-04-26

$美团-W(03690)$主力要出货的节奏吗？

超级卢卡斯

2021-02-16

$Yalla Group(YALA)$小Yalla加油冲

超级卢卡斯

2021-02-13

$蓝城兄弟(BLCT)$有0吗？可以做闺蜜的那种[得意]

超级卢卡斯

2021-02-13

PDD的势头很猛啊

抱歉，原内容已删除

超级卢卡斯

2021-02-09

镰刀磨好了

“牛市女皇”眼中的比特币：十年十倍的超级机会！

超级卢卡斯

2021-01-24

$宁德时代(300750)$还能买入嘛？在哪个价位适合买入呢大神们

超级卢卡斯

2021-01-24

这个股后续走势怎么样？

超级卢卡斯

2021-01-22

长期看好阿里和蚂蚁

抱歉，原内容已删除

超级卢卡斯

2021-01-08

不是公布ET7嘛布加迪威龙的造型

蔚来汽车盘前涨超5%，消息称将推出150度固态电池包

超级卢卡斯

2020-12-24

跌了就补仓

盘前：中概电商股集体走低！平安夜提前三小时收市

超级卢卡斯

2020-12-15

日常骂京东你咋还不涨

超级卢卡斯

2020-12-15

是不是入场有点晚了

市场消息：百度与数家车企接洽商谈造车事宜

超级卢卡斯

2020-12-14

日常骂京东你咋还不涨

超级卢卡斯

2020-12-03

京东这是怎么了

超级卢卡斯

2020-11-16

$阿里巴巴-SW(09988)$看看人家京东，你给点力

超级卢卡斯

2020-11-14

阿里的赢面还大吗？

抱歉，原内容已删除

超级卢卡斯

2020-11-10

$小鹏汽车(XPEV)$可以后续买入今天晚上就看个热闹了

超级卢卡斯

2020-11-10

$小鹏汽车(XPEV)$今天晚上打算做空一波有一起的道友吗？

超级卢卡斯

2020-11-03

$Farfetch Ltd(FTCH)$阿里跌了为啥它不跌呢

去老虎APP查看更多动态

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09:13","market":"sh","language":"zh","title":"港交所因黑色暴雨警告信号将取消上午时段交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1108579788","media":"老虎资讯综合","summary":"6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。\n此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。\n香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通","content":"<p>6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。</p>\n<p>此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。</p>\n<p>香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通）及衍生产品市场之早上交易时段均会延迟开市。如果上午9点黑色暴雨警告信号仍维持，上午交易将取消。</p>\n<p>上交所：香港联合证券交易所因黑色暴雨暂停交易。沪港通下港股通暂停交易。</p>\n<p>深交所：6月28日，香港联合证券交易所因黑色暴雨暂停交易。根据《深圳证券交易所深港通业务实施办法》，深港通下的港股通暂停交易。<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"><b>香港黑色暴雨来袭，港股上午休市，交易安排知多少？</b></p>\n<p>6月28日消息，香港天文台在上午8时20分发出之有关黑色暴雨警告信号的特别报告：暴雨警告信号现时为黑色，表示香港广泛地区已录得或预料会有每小时雨量超过70毫米的豪雨，且雨势可能持续。<img src=\"https://static.tigerbbs.com/c65808ce9685f3cd97d48ee260a04e71\" tg-width=\"550\" tg-height=\"378\" 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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港交所因黑色暴雨警告信号将取消上午时段交易\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\">2021-06-28 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。</p>\n<p>此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。</p>\n<p>香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通）及衍生产品市场之早上交易时段均会延迟开市。如果上午9点黑色暴雨警告信号仍维持，上午交易将取消。</p>\n<p>上交所：香港联合证券交易所因黑色暴雨暂停交易。沪港通下港股通暂停交易。</p>\n<p>深交所：6月28日，香港联合证券交易所因黑色暴雨暂停交易。根据《深圳证券交易所深港通业务实施办法》，深港通下的港股通暂停交易。<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"><b>香港黑色暴雨来袭，港股上午休市，交易安排知多少？</b></p>\n<p>6月28日消息，香港天文台在上午8时20分发出之有关黑色暴雨警告信号的特别报告：暴雨警告信号现时为黑色，表示香港广泛地区已录得或预料会有每小时雨量超过70毫米的豪雨，且雨势可能持续。<img src=\"https://static.tigerbbs.com/c65808ce9685f3cd97d48ee260a04e71\" tg-width=\"550\" tg-height=\"378\" referrerpolicy=\"no-referrer\">截至上午9点，黑色暴雨警告尚未解除，港股早盘交易将延迟开市。如果上午9点以后解除，港股早盘交易将取消。如果11点至11点30分解除，下午1点30开始交易；如果11点30分到12点解除，下午2点开始交易；中午12点后解除，全天休市。<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\">由于台风等天气出现频繁，香港市场已多次因天气因素影响而延迟交易，因此，港交所应对措施也较为完善。</p>\n<p>2020年8月19日，香港股市早盘休市，香港天文台19日上午11时10分改发三号强风信号。港交所随后宣布，下午交易时段将于13：30时开始。</p>\n<p>2017年8月23日，港交所于早间宣布，由于天文台现已发出八号台风信号，证券市场 (包括沪深股通) 及衍生产品市场的上午交易时段会延迟开市。</p>\n<p>2016年10月21日，港交所表示，由于天文台现已发出八号台风信号，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。</p>\n<p>2016年8月2日，港交所公告显示，八号风球预警仍然有效，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。</p>\n<p>2014年9月16日，港交所宣布，证券及衍生品市场早上交易时段均会延迟开市，此前香港天文台已针对台风“海鸥”发出八号暴风风球信号。</p>\n<p>2013年，也有数次因为台风和暴雨采取类似的行动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26e574706ced777ba0af741c0072c424","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108579788","content_text":"6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。\n此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。\n香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通）及衍生产品市场之早上交易时段均会延迟开市。如果上午9点黑色暴雨警告信号仍维持，上午交易将取消。\n上交所：香港联合证券交易所因黑色暴雨暂停交易。沪港通下港股通暂停交易。\n深交所：6月28日，香港联合证券交易所因黑色暴雨暂停交易。根据《深圳证券交易所深港通业务实施办法》，深港通下的港股通暂停交易。香港黑色暴雨来袭，港股上午休市，交易安排知多少？\n6月28日消息，香港天文台在上午8时20分发出之有关黑色暴雨警告信号的特别报告：暴雨警告信号现时为黑色，表示香港广泛地区已录得或预料会有每小时雨量超过70毫米的豪雨，且雨势可能持续。截至上午9点，黑色暴雨警告尚未解除，港股早盘交易将延迟开市。如果上午9点以后解除，港股早盘交易将取消。如果11点至11点30分解除，下午1点30开始交易；如果11点30分到12点解除，下午2点开始交易；中午12点后解除，全天休市。由于台风等天气出现频繁，香港市场已多次因天气因素影响而延迟交易，因此，港交所应对措施也较为完善。\n2020年8月19日，香港股市早盘休市，香港天文台19日上午11时10分改发三号强风信号。港交所随后宣布，下午交易时段将于13：30时开始。\n2017年8月23日，港交所于早间宣布，由于天文台现已发出八号台风信号，证券市场 (包括沪深股通) 及衍生产品市场的上午交易时段会延迟开市。\n2016年10月21日，港交所表示，由于天文台现已发出八号台风信号，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。\n2016年8月2日，港交所公告显示，八号风球预警仍然有效，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。\n2014年9月16日，港交所宣布，证券及衍生品市场早上交易时段均会延迟开市，此前香港天文台已针对台风“海鸥”发出八号暴风风球信号。\n2013年，也有数次因为台风和暴雨采取类似的行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374397825,"gmtCreate":1619416660067,"gmtModify":1619416660067,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>主力要出货的节奏吗？","listText":"<a 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19:17","market":"us","language":"zh","title":"“牛市女皇”眼中的比特币：十年十倍的超级机会！","url":"https://stock-news.laohu8.com/highlight/detail?id=2110526063","media":"华尔街见闻","summary":"毫无疑问，比特币是当下的市场最宠爱的资产。","content":"<p>毫无疑问，比特币是当下的市场最宠爱的资产。</p><p>特斯拉投资15亿美元的消息犹如一剂兴奋剂，让本已回归高位的比特币更加狂野，短短24小时暴涨23%，从不足4万美元一口气拉高到了4.8万美元的历史性高位。市值超过8100亿美元，在全球资产中排名前十，超越Facebook和特斯拉。</p><p>即便如此，比特币依然被一些知名机构看好。其中，最有名的一家当属多年前以卓尔不群的超前眼光布局特斯拉而赚得满堂喝彩的对冲基金ARK。</p><p>在ARK眼里，比特币的未来潜力，似乎毫不亚于当年的特斯拉。</p><p>华尔街见闻提及，被誉为“牛市女皇”的ARK掌门人Cathie Wood以及她公司的分析师Yassine Elmandjra都认为，目前比特币的炒作程度还很低，投机活动远不及2017年下半年那轮牛市。</p><p>今年1月初比特币价格飙升至4万美元以上时，其“炒作”含量也仅为2017年价格接近2万美元峰值时的50%，从1月8日开始甚至下降到仅25%。</p><p>最重要的是，机构很有可能是这轮比特币牛市的最大推手。</p><p>得益于市场对比特币日益浓厚的关注，ARK认为比特币的前景非常乐观。这家基金还曾在1月26日发布重磅年度报告，将比特币列为15个值得投资者长期关注的前沿创新主题之一。</p><p>ARK认为，与以往相比，比特币的基本面已经发生了巨大的变化。</p><p>比特币当前的上涨，主要原因不是天花乱坠的炒作，而在于获得了越来越多的信任，尤其是机构投资者。ARK认为，比特币很有可能迎来一个以机构作为投资主力的全新时代。</p><p>他们在报告中表示，比特币值得战略性配置，还对此做了量化测算：如果标普500中的所有成分股公司都将1%的资产配置比特币，那么预计比特币的价格将增加40000美元左右；若拿出10%，比特币价格则会相应增加40万美元。</p><p>并且，ARK的其他预计更加引人憧憬：</p><blockquote>未来5到10年之内，比特币市值可能从当前的5000亿美元左右飙升至1万亿-5万亿美元。</blockquote><blockquote>未来不到4年，比特币的日交易量将会超过美国股市，不到6年就会超过全球外汇现货市场。</blockquote><p>以下是ARK在其年度投资报告中有关比特币的部分：</p><blockquote><b>比特币——基本面</b>在强大的基本面支持下，比特币价格达到了历史新高。当比特币价格不断刷新历史高位时，ARK的研究表明，它的基本面仍然健康。与2017年的成交量相比，比特币的价格上涨似乎不是主要因为天花乱坠的炒作。随着比特币获得了越来越多的信任，一些公司开始考虑比特币，将其视为类似于现金的资产。如果标普500中的所有成分股公司都将1%的资产配置比特币，那么预计比特币的价格将增加40000美元左右。<b>随着基本面获得更多支持，比特币价格在2020年临近年末时率创新高</b><img src=\"https://static.tigerbbs.com/6e6035ca731f254e5aa4ff51fcf3fd9a\" tg-width=\"1526\" tg-height=\"561\" referrerpolicy=\"no-referrer\"><b>市场参与者从未如此长时间地关注比特币</b>截至2020年11月，大约60%的比特币超过一年没有易手，这证明了市场对它的长期关注程度，以及持有者强大的信念。<img src=\"https://static.tigerbbs.com/4d07a2964ecd0a59657bdb6ba05daef4\" tg-width=\"1548\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><b>比特币市场和投资者群体似乎逐渐成熟</b>用于衡量持有人成本基础的重要指标——比特币的已实现市值（Realized Capitalization）已经创出了历史峰值。不断增加的成本基础表明，早期投资者获利越来越多，新进的投资者正在建仓，并且不断推高价格支撑线。<img src=\"https://static.tigerbbs.com/55a108a7369efd592455cb384b485904\" tg-width=\"1512\" tg-height=\"551\" referrerpolicy=\"no-referrer\"><b>相比于2017年，围绕比特币的炒作更加密集了</b>随着比特币的价格飞涨，网络上对它的搜索兴趣也随之大增。当价格创新高时，在谷歌里搜索比特币相关信息的数量也创出了历史新高，达到15%。<img src=\"https://static.tigerbbs.com/b41a0082e95b379ee52ad219ebe60de5\" tg-width=\"1469\" tg-height=\"541\" referrerpolicy=\"no-referrer\"><b>比特币被人接受的程度越来越高，为以太坊打下了基础，也刺激着其他金融创新迎来一波新浪潮</b>我们认为，去中心化金融（DeFi）是推动以太坊被人们接受的良性催化剂。通过将以太币作为\"信任最小化\"的抵押品，市场参与者可以跳过传统金融公司这个中介，直接介入金融服务，包括信贷、做市、交易、托管、投资，还能接触到综合型美元风险敞口。<img src=\"https://static.tigerbbs.com/8a8d66438c743ed1036b86601adf2c6c\" tg-width=\"1524\" tg-height=\"469\" referrerpolicy=\"no-referrer\"><b>比特币可以作为企业现金发挥关键作用</b>Square和Microstrategy这两家公司都有投资比特币，他们示范了上市公司可以配置比特币，以作为现金的合法替代品。根据我们的研究，如果标普500中的所有成分股公司都将1%的资产配置比特币，那么，比特币的价格将增加40000美元左右。<img src=\"https://static.tigerbbs.com/fba2583d56085fb29136c861199a5c6e\" tg-width=\"869\" tg-height=\"592\" referrerpolicy=\"no-referrer\"><b>比特币：拥抱机构大时代吧ARK认为比特币的高速上涨使得其在机构的资产配置中有了一席之地</b>我们相信比特币提供了所有配置资产中最引人注目的风险回报性。研究结果表明，其规模在五到十年内可能扩展至1-5万亿美元。我们认为人们应将忽略比特币所导致的机会成本纳入一部分新的投资成本中。<b>ARK相信在资产配置中，比特币值得战略性配置</b>相比于其他资产，不受传统规则约束的比特币在多元化投资的资产配置中获得了更多青睐。在过去十年中，比特币是唯一与其他传统资产有着较低相关性的投资选择。<img src=\"https://static.tigerbbs.com/003fe88ba528801b27a179b41024f9c4\" tg-width=\"2528\" tg-height=\"766\" referrerpolicy=\"no-referrer\"><b>比特币有着与大盘股相媲美的交易量，且交易量仍在以指数级增长</b>ARK估计，4年内，比特币的日交易量将会超过美国股市，6年内将会超过全球外汇现货市场。<img src=\"https://static.tigerbbs.com/f717b59a5f20fc17df5064a41ae17462\" tg-width=\"2534\" tg-height=\"818\" referrerpolicy=\"no-referrer\"><b>机构投资者能以更多方式获取比特币</b>2020年10月，比特币开放式利息（open interest）和期货合约交易在是价格商品交易所创下历史新高，增加近10倍，达到10亿美元。芝加哥商品交易所将比特币融入到已有的金融资产中，为所有风险偏好的投资者开辟了更多机会。<b>我们相信比特币已经赢得了多元化投资中重要的地位</b><img src=\"https://static.tigerbbs.com/5fc0cf01d426f88b41d73d286c9e2410\" tg-width=\"1388\" tg-height=\"1008\" referrerpolicy=\"no-referrer\"><b>机构投资对比特币价格有着实质性的影响</b>基于ARK的模拟产品组合，2.5%-6.5%的机构型配置会对比特币价格产生20万美元到50万美元之间的影响。<img src=\"https://static.tigerbbs.com/f75178abf00f9a76e039aead35030149\" tg-width=\"1508\" tg-height=\"1174\" referrerpolicy=\"no-referrer\"></blockquote>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“牛市女皇”眼中的比特币：十年十倍的超级机会！</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“牛市女皇”眼中的比特币：十年十倍的超级机会！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 19:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3620085><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>毫无疑问，比特币是当下的市场最宠爱的资产。特斯拉投资15亿美元的消息犹如一剂兴奋剂，让本已回归高位的比特币更加狂野，短短24小时暴涨23%，从不足4万美元一口气拉高到了4.8万美元的历史性高位。市值超过8100亿美元，在全球资产中排名前十，超越Facebook和特斯拉。即便如此，比特币依然被一些知名机构看好。其中，最有名的一家当属多年前以卓尔不群的超前眼光布局特斯拉而赚得满堂喝彩的对冲基金ARK。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3620085\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3620085","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110526063","content_text":"毫无疑问，比特币是当下的市场最宠爱的资产。特斯拉投资15亿美元的消息犹如一剂兴奋剂，让本已回归高位的比特币更加狂野，短短24小时暴涨23%，从不足4万美元一口气拉高到了4.8万美元的历史性高位。市值超过8100亿美元，在全球资产中排名前十，超越Facebook和特斯拉。即便如此，比特币依然被一些知名机构看好。其中，最有名的一家当属多年前以卓尔不群的超前眼光布局特斯拉而赚得满堂喝彩的对冲基金ARK。在ARK眼里，比特币的未来潜力，似乎毫不亚于当年的特斯拉。华尔街见闻提及，被誉为“牛市女皇”的ARK掌门人Cathie Wood以及她公司的分析师Yassine Elmandjra都认为，目前比特币的炒作程度还很低，投机活动远不及2017年下半年那轮牛市。今年1月初比特币价格飙升至4万美元以上时，其“炒作”含量也仅为2017年价格接近2万美元峰值时的50%，从1月8日开始甚至下降到仅25%。最重要的是，机构很有可能是这轮比特币牛市的最大推手。得益于市场对比特币日益浓厚的关注，ARK认为比特币的前景非常乐观。这家基金还曾在1月26日发布重磅年度报告，将比特币列为15个值得投资者长期关注的前沿创新主题之一。ARK认为，与以往相比，比特币的基本面已经发生了巨大的变化。比特币当前的上涨，主要原因不是天花乱坠的炒作，而在于获得了越来越多的信任，尤其是机构投资者。ARK认为，比特币很有可能迎来一个以机构作为投资主力的全新时代。他们在报告中表示，比特币值得战略性配置，还对此做了量化测算：如果标普500中的所有成分股公司都将1%的资产配置比特币，那么预计比特币的价格将增加40000美元左右；若拿出10%，比特币价格则会相应增加40万美元。并且，ARK的其他预计更加引人憧憬：未来5到10年之内，比特币市值可能从当前的5000亿美元左右飙升至1万亿-5万亿美元。未来不到4年，比特币的日交易量将会超过美国股市，不到6年就会超过全球外汇现货市场。以下是ARK在其年度投资报告中有关比特币的部分：比特币——基本面在强大的基本面支持下，比特币价格达到了历史新高。当比特币价格不断刷新历史高位时，ARK的研究表明，它的基本面仍然健康。与2017年的成交量相比，比特币的价格上涨似乎不是主要因为天花乱坠的炒作。随着比特币获得了越来越多的信任，一些公司开始考虑比特币，将其视为类似于现金的资产。如果标普500中的所有成分股公司都将1%的资产配置比特币，那么预计比特币的价格将增加40000美元左右。随着基本面获得更多支持，比特币价格在2020年临近年末时率创新高市场参与者从未如此长时间地关注比特币截至2020年11月，大约60%的比特币超过一年没有易手，这证明了市场对它的长期关注程度，以及持有者强大的信念。比特币市场和投资者群体似乎逐渐成熟用于衡量持有人成本基础的重要指标——比特币的已实现市值（Realized Capitalization）已经创出了历史峰值。不断增加的成本基础表明，早期投资者获利越来越多，新进的投资者正在建仓，并且不断推高价格支撑线。相比于2017年，围绕比特币的炒作更加密集了随着比特币的价格飞涨，网络上对它的搜索兴趣也随之大增。当价格创新高时，在谷歌里搜索比特币相关信息的数量也创出了历史新高，达到15%。比特币被人接受的程度越来越高，为以太坊打下了基础，也刺激着其他金融创新迎来一波新浪潮我们认为，去中心化金融（DeFi）是推动以太坊被人们接受的良性催化剂。通过将以太币作为\"信任最小化\"的抵押品，市场参与者可以跳过传统金融公司这个中介，直接介入金融服务，包括信贷、做市、交易、托管、投资，还能接触到综合型美元风险敞口。比特币可以作为企业现金发挥关键作用Square和Microstrategy这两家公司都有投资比特币，他们示范了上市公司可以配置比特币，以作为现金的合法替代品。根据我们的研究，如果标普500中的所有成分股公司都将1%的资产配置比特币，那么，比特币的价格将增加40000美元左右。比特币：拥抱机构大时代吧ARK认为比特币的高速上涨使得其在机构的资产配置中有了一席之地我们相信比特币提供了所有配置资产中最引人注目的风险回报性。研究结果表明，其规模在五到十年内可能扩展至1-5万亿美元。我们认为人们应将忽略比特币所导致的机会成本纳入一部分新的投资成本中。ARK相信在资产配置中，比特币值得战略性配置相比于其他资产，不受传统规则约束的比特币在多元化投资的资产配置中获得了更多青睐。在过去十年中，比特币是唯一与其他传统资产有着较低相关性的投资选择。比特币有着与大盘股相媲美的交易量，且交易量仍在以指数级增长ARK估计，4年内，比特币的日交易量将会超过美国股市，6年内将会超过全球外汇现货市场。机构投资者能以更多方式获取比特币2020年10月，比特币开放式利息（open interest）和期货合约交易在是价格商品交易所创下历史新高，增加近10倍，达到10亿美元。芝加哥商品交易所将比特币融入到已有的金融资产中，为所有风险偏好的投资者开辟了更多机会。我们相信比特币已经赢得了多元化投资中重要的地位机构投资对比特币价格有着实质性的影响基于ARK的模拟产品组合，2.5%-6.5%的机构型配置会对比特币价格产生20万美元到50万美元之间的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319956755,"gmtCreate":1611495097777,"gmtModify":1703750602623,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a>还能买入嘛？在哪个价位适合买入呢 大神们","listText":"<a href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a>还能买入嘛？在哪个价位适合买入呢 大神们","text":"$宁德时代(300750)$还能买入嘛？在哪个价位适合买入呢 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布加迪威龙的造型","listText":"不是公布ET7嘛 布加迪威龙的造型","text":"不是公布ET7嘛 布加迪威龙的造型","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336270758","repostId":"1101125169","repostType":4,"repost":{"id":"1101125169","pubTimestamp":1610100047,"share":"https://www.laohu8.com/m/news/1101125169?lang=&edition=full","pubTime":"2021-01-08 18:00","market":"us","language":"zh","title":"蔚来汽车盘前涨超5%，消息称将推出150度固态电池包","url":"https://stock-news.laohu8.com/highlight/detail?id=1101125169","media":"36氪","summary":"1月8日，蔚来汽车盘前涨5%，消息称其将推出150度固态电池包。$36氪$从多个行业人士处获悉，$蔚来$将在1月9号的NIO Day上发布150度电池包，该电池包不再采用行业主流的液态锂电池技术，而是固态电池技术。蔚来已经以近850亿美元的市值体量，成为全球第三大车企， 其对固态电池技术的应用，或将带动行业，逐渐揭开电动汽车的终极形态。","content":"<p>1月8日，蔚来汽车盘前涨5%，消息称其将推出150度固态电池包。</p><p><img src=\"https://static.tigerbbs.com/f056abb0df561f37838922a71e7c5ccd\" tg-width=\"828\" tg-height=\"1624\"></p><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>从多个行业人士处获悉，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>将在1月9号的NIO Day（年度发布会）上发布150度（kW·h）电池包，该电池包不再采用行业主流的液态锂电池技术，而是固态电池技术。</p><p>“（150度电池包）今年发布，最早明年上车。”消息人士透露。<a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>150度固态电池的一个潜在合作方是江苏昆山的清陶能源，这一信息得到清陶能源内部人士确认。</p><p>针对上述消息，36氪向蔚来和清陶能源寻求回应，截至发稿，未获回复。</p><p>相比传统锂电池，固态电池被认为是电动汽车的理想电池技术，其在能量密度、充电效率和安全性等方面，会有质的提升，也是行业一项新的技术突破。</p><p>当下主流应用的锂电池由正极、隔膜、负极，再灌上电解液制造而成，俗称液态锂电池；固态锂电池，顾名思义就是用固态电解质取代隔膜和电解液。</p><p>由于采用液态电解质，传统锂电池存在充电效率低、热稳定性差等短板，动辄半个小时的充电时间，以及夏季频发的自燃事件，都是困扰电动汽车的难题，而更重要的是，液态锂电池的能量密度提升缓慢，行业普遍认为液态锂电池的能量密度上限为300Wh/kg，这直接限制了电动汽车的续航里程提升。</p><p>但固态电池则可以轻松突破这一上限，达到400-500Wh/kg，同时克服稳定性差和充电效率低的问题。</p><p>去年10月，清陶能源总经理李峥在的公开演讲中提到，该公司的固态电池技术以氧化物技术路线为主，已经与北汽和合众汽车等进行装车测试合作，单体电池能量密度可以做到300Wh/kg（瓦时每公斤），而2021年装车的产品有望达到350Wh/kg，“现在已经开始做A样的阶段”。</p><p>“即便量产上车以后，做到350Wh/kg，也是目前液态锂电池难以企及的。”一位电动力从业人士向36氪直言，像<a href=\"https://laohu8.com/S/300750\">宁德时代</a>NCM811可以做到270Wh/kg，已经算是国内量产的最高能量密度电池。</p><p>而采用换电体系的蔚来，对电池能量密度的提升正有迫切需求。“为保证电池包能够流通，蔚来采用的换电体系对电池包尺寸进行了统一限制，在固定的体积下，为了提升车辆续航，只能快速增加电池能量密度。”有新造车公司高管向36氪评论。</p><p>此前，蔚来汽车一直采用<a href=\"https://laohu8.com/S/300750\">宁德时代</a>的动力电池产品，双方已经合作70度、84度和100度电三款电池包，而随着今年销量蹿升，蔚来也成为宁德时代最大车企客户。但在150度的固态电池产品上，双方或许不再合作。</p><p>一位长期观察宁德时代的行业人士告诉36氪，宁德时代已经将资源投入在液态锂电池上，无暇推动固态电池产品落地，“订单都是液态锂电池，自然没有动力去推动新的技术体系。”</p><p>固态电池虽然优势不少，但缺点也很明显，例如采用固态电解质和电极之后，要直接面临导电率低的问题，同时，电解质和正负极材料的集成、生产技术和工艺等都是挑战。</p><p>不少考察过固态电池的新造车电动力团队告诉36氪，初步评估，固态电池的大规模量产要在2025年之后，反观之下，行业近期可落地的则是高倍率的液态锂电池，用高电压平台、高倍率电池，结合大功率超快充技术，来解决电动汽车的补能效率问题。</p><p>因此，有行业人士也向36氪推测，蔚来采用的很可能是一个过渡性的固态电池技术，俗称半固态电池技术。清陶能源总经理李峥也在公开演讲中提到，其负极材料存在两种方案，一种是仍然以传统的石墨为负极主要材料，复合部分硅，可以做到320到350Wh/kg的能量密度。而在全固态的材料体系中，以金属锂为负极，可以交付的产品能做到450Wh/kg，但李峥明确表示，“这个并不是在汽车领域应用，因为它还是有循环寿命的影响。”</p><p>蔚来已经以近850亿美元的市值体量，成为全球第三大车企， 其对固态电池技术的应用，或将带动行业，逐渐揭开电动汽车的终极形态。</p>","source":"36k","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>蔚来汽车盘前涨超5%，消息称将推出150度固态电池包</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{ 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}\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蔚来汽车盘前涨超5%，消息称将推出150度固态电池包\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-08 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1045665513029383><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日，蔚来汽车盘前涨5%，消息称其将推出150度固态电池包。36氪从多个行业人士处获悉，蔚来将在1月9号的NIO Day（年度发布会）上发布150度（kW·h）电池包，该电池包不再采用行业主流的液态锂电池技术，而是固态电池技术。“（150度电池包）今年发布，最早明年上车。”消息人士透露。36氪获悉，蔚来150度固态电池的一个潜在合作方是江苏昆山的清陶能源，这一信息得到清陶能源内部人士确认。针对...</p>\n\n<a href=\"https://36kr.com/p/1045665513029383\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{},"source_url":"https://36kr.com/p/1045665513029383","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101125169","content_text":"1月8日，蔚来汽车盘前涨5%，消息称其将推出150度固态电池包。36氪从多个行业人士处获悉，蔚来将在1月9号的NIO Day（年度发布会）上发布150度（kW·h）电池包，该电池包不再采用行业主流的液态锂电池技术，而是固态电池技术。“（150度电池包）今年发布，最早明年上车。”消息人士透露。36氪获悉，蔚来150度固态电池的一个潜在合作方是江苏昆山的清陶能源，这一信息得到清陶能源内部人士确认。针对上述消息，36氪向蔚来和清陶能源寻求回应，截至发稿，未获回复。相比传统锂电池，固态电池被认为是电动汽车的理想电池技术，其在能量密度、充电效率和安全性等方面，会有质的提升，也是行业一项新的技术突破。当下主流应用的锂电池由正极、隔膜、负极，再灌上电解液制造而成，俗称液态锂电池；固态锂电池，顾名思义就是用固态电解质取代隔膜和电解液。由于采用液态电解质，传统锂电池存在充电效率低、热稳定性差等短板，动辄半个小时的充电时间，以及夏季频发的自燃事件，都是困扰电动汽车的难题，而更重要的是，液态锂电池的能量密度提升缓慢，行业普遍认为液态锂电池的能量密度上限为300Wh/kg，这直接限制了电动汽车的续航里程提升。但固态电池则可以轻松突破这一上限，达到400-500Wh/kg，同时克服稳定性差和充电效率低的问题。去年10月，清陶能源总经理李峥在的公开演讲中提到，该公司的固态电池技术以氧化物技术路线为主，已经与北汽和合众汽车等进行装车测试合作，单体电池能量密度可以做到300Wh/kg（瓦时每公斤），而2021年装车的产品有望达到350Wh/kg，“现在已经开始做A样的阶段”。“即便量产上车以后，做到350Wh/kg，也是目前液态锂电池难以企及的。”一位电动力从业人士向36氪直言，像宁德时代NCM811可以做到270Wh/kg，已经算是国内量产的最高能量密度电池。而采用换电体系的蔚来，对电池能量密度的提升正有迫切需求。“为保证电池包能够流通，蔚来采用的换电体系对电池包尺寸进行了统一限制，在固定的体积下，为了提升车辆续航，只能快速增加电池能量密度。”有新造车公司高管向36氪评论。此前，蔚来汽车一直采用宁德时代的动力电池产品，双方已经合作70度、84度和100度电三款电池包，而随着今年销量蹿升，蔚来也成为宁德时代最大车企客户。但在150度的固态电池产品上，双方或许不再合作。一位长期观察宁德时代的行业人士告诉36氪，宁德时代已经将资源投入在液态锂电池上，无暇推动固态电池产品落地，“订单都是液态锂电池，自然没有动力去推动新的技术体系。”固态电池虽然优势不少，但缺点也很明显，例如采用固态电解质和电极之后，要直接面临导电率低的问题，同时，电解质和正负极材料的集成、生产技术和工艺等都是挑战。不少考察过固态电池的新造车电动力团队告诉36氪，初步评估，固态电池的大规模量产要在2025年之后，反观之下，行业近期可落地的则是高倍率的液态锂电池，用高电压平台、高倍率电池，结合大功率超快充技术，来解决电动汽车的补能效率问题。因此，有行业人士也向36氪推测，蔚来采用的很可能是一个过渡性的固态电池技术，俗称半固态电池技术。清陶能源总经理李峥也在公开演讲中提到，其负极材料存在两种方案，一种是仍然以传统的石墨为负极主要材料，复合部分硅，可以做到320到350Wh/kg的能量密度。而在全固态的材料体系中，以金属锂为负极，可以交付的产品能做到450Wh/kg，但李峥明确表示，“这个并不是在汽车领域应用，因为它还是有循环寿命的影响。”蔚来已经以近850亿美元的市值体量，成为全球第三大车企， 其对固态电池技术的应用，或将带动行业，逐渐揭开电动汽车的终极形态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339833530,"gmtCreate":1608814805320,"gmtModify":1703736916520,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"跌了就补仓&nbsp;","listText":"跌了就补仓&nbsp;","text":"跌了就补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339833530","repostId":"1140782828","repostType":4,"repost":{"id":"1140782828","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":1608814175,"share":"https://www.laohu8.com/m/news/1140782828?lang=&edition=full","pubTime":"2020-12-24 20:49","market":"us","language":"zh","title":"盘前：中概电商股集体走低！平安夜提前三小时收市","url":"https://stock-news.laohu8.com/highlight/detail?id=1140782828","media":"老虎资讯综合","summary":"美国股指期货微涨，截至发稿，道指期货涨0.07%；标普500指数期货涨0.10%；纳斯达克100指数期货涨0.08%。因圣诞节假期，美国股市将在美东时间下午1点提前3小时收盘(即北京时间12月25日凌","content":"<p>美国股指期货微涨，截至发稿，道指期货涨0.07%；标普500指数期货涨0.10%；纳斯达克100指数期货涨0.08%。</p><p>因圣诞节假期，美国股市将在美东时间下午1点提前3小时收盘(即北京时间12月25日凌晨2点收盘)，且将在周五(12月25日)休市一天。</p><p><img src=\"https://static.tigerbbs.com/3538f285ec525600a0525d03f6295f8f\" tg-width=\"432\" tg-height=\"182\"></p><p><b>盘前行情</b></p><p>中概电商股盘前下挫，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近9%，市场监管总局依法对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团涉嫌垄断行为立案调查；<a href=\"https://laohu8.com/S/JD\">京东</a>跌超3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近2%。</p><p><img src=\"https://static.tigerbbs.com/5a04fb8562bd3f9ae54088a14ebab5ca\" tg-width=\"432\" tg-height=\"182\"></p><p><a href=\"https://laohu8.com/S/JG\">极光</a>盘前涨超11%，公司宣布与泰康人寿达成合作，双方将持续探索智慧保险。</p><p><img src=\"https://static.tigerbbs.com/f5463b0bee5030f0fdcef0546dce31fc\" tg-width=\"1302\" tg-height=\"833\"></p><p><b>欧洲市场</b></p><p>根据圣诞节假期日程安排，欧洲多国股市今日将休市或提前收市。12月24日，德国、瑞士、意大利市场将休市；英国、法国市场将于当地时间12：30提前闭市；西班牙市场将于当地时间14：00提前闭市。上述市场12月25日均将休市。</p><p>截至发稿，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.10%、法国CAC40跌0.13%。</p><p><img src=\"https://static.tigerbbs.com/9a02d7b81389d54eb7042764f60cbe07\" tg-width=\"941\" tg-height=\"350\"></p><p><b>原油</b></p><p>美、布两油均跌1%，截止发稿，WTI原油报47.64美元/桶；布伦特原油报50.69美元/桶。</p><p>美国刺激计划再次遇阻，新冠疫情仍在肆虐，油价的上涨空间还受到限制，油价震荡下跌的风险仍未完全排除。</p><p><img src=\"https://static.tigerbbs.com/fce9bbb4573021186f6a0e772376075a\" tg-width=\"867\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/65cf83998625df7846b63c322a1e2d9f\" tg-width=\"867\" tg-height=\"833\"></p><p><b>黄金</b></p><p>国际黄金微幅上涨，截止发稿，涨0.02%，报1878.5美元/盎司。</p><p>市场仍需警惕特朗普可能选择否决刺激法案，这将给金价带来更多不确定性。</p><p><img src=\"https://static.tigerbbs.com/1d9703e268ae72d089fc2b68995f80e2\" tg-width=\"867\" tg-height=\"833\"></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>盘前：中概电商股集体走低！平安夜提前三小时收市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前：中概电商股集体走低！平安夜提前三小时收市\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\">2020-12-24 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国股指期货微涨，截至发稿，道指期货涨0.07%；标普500指数期货涨0.10%；纳斯达克100指数期货涨0.08%。</p><p>因圣诞节假期，美国股市将在美东时间下午1点提前3小时收盘(即北京时间12月25日凌晨2点收盘)，且将在周五(12月25日)休市一天。</p><p><img src=\"https://static.tigerbbs.com/3538f285ec525600a0525d03f6295f8f\" tg-width=\"432\" tg-height=\"182\"></p><p><b>盘前行情</b></p><p>中概电商股盘前下挫，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近9%，市场监管总局依法对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团涉嫌垄断行为立案调查；<a href=\"https://laohu8.com/S/JD\">京东</a>跌超3%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近2%。</p><p><img src=\"https://static.tigerbbs.com/5a04fb8562bd3f9ae54088a14ebab5ca\" tg-width=\"432\" tg-height=\"182\"></p><p><a href=\"https://laohu8.com/S/JG\">极光</a>盘前涨超11%，公司宣布与泰康人寿达成合作，双方将持续探索智慧保险。</p><p><img src=\"https://static.tigerbbs.com/f5463b0bee5030f0fdcef0546dce31fc\" tg-width=\"1302\" tg-height=\"833\"></p><p><b>欧洲市场</b></p><p>根据圣诞节假期日程安排，欧洲多国股市今日将休市或提前收市。12月24日，德国、瑞士、意大利市场将休市；英国、法国市场将于当地时间12：30提前闭市；西班牙市场将于当地时间14：00提前闭市。上述市场12月25日均将休市。</p><p>截至发稿，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨0.10%、法国CAC40跌0.13%。</p><p><img src=\"https://static.tigerbbs.com/9a02d7b81389d54eb7042764f60cbe07\" tg-width=\"941\" tg-height=\"350\"></p><p><b>原油</b></p><p>美、布两油均跌1%，截止发稿，WTI原油报47.64美元/桶；布伦特原油报50.69美元/桶。</p><p>美国刺激计划再次遇阻，新冠疫情仍在肆虐，油价的上涨空间还受到限制，油价震荡下跌的风险仍未完全排除。</p><p><img src=\"https://static.tigerbbs.com/fce9bbb4573021186f6a0e772376075a\" tg-width=\"867\" tg-height=\"833\"><img src=\"https://static.tigerbbs.com/65cf83998625df7846b63c322a1e2d9f\" tg-width=\"867\" tg-height=\"833\"></p><p><b>黄金</b></p><p>国际黄金微幅上涨，截止发稿，涨0.02%，报1878.5美元/盎司。</p><p>市场仍需警惕特朗普可能选择否决刺激法案，这将给金价带来更多不确定性。</p><p><img src=\"https://static.tigerbbs.com/1d9703e268ae72d089fc2b68995f80e2\" tg-width=\"867\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140782828","content_text":"美国股指期货微涨，截至发稿，道指期货涨0.07%；标普500指数期货涨0.10%；纳斯达克100指数期货涨0.08%。因圣诞节假期，美国股市将在美东时间下午1点提前3小时收盘(即北京时间12月25日凌晨2点收盘)，且将在周五(12月25日)休市一天。盘前行情中概电商股盘前下挫，阿里巴巴跌近9%，市场监管总局依法对阿里巴巴集团涉嫌垄断行为立案调查；京东跌超3%，拼多多跌近2%。极光盘前涨超11%，公司宣布与泰康人寿达成合作，双方将持续探索智慧保险。欧洲市场根据圣诞节假期日程安排，欧洲多国股市今日将休市或提前收市。12月24日，德国、瑞士、意大利市场将休市；英国、法国市场将于当地时间12：30提前闭市；西班牙市场将于当地时间14：00提前闭市。上述市场12月25日均将休市。截至发稿，英国富时100涨0.10%、法国CAC40跌0.13%。原油美、布两油均跌1%，截止发稿，WTI原油报47.64美元/桶；布伦特原油报50.69美元/桶。美国刺激计划再次遇阻，新冠疫情仍在肆虐，油价的上涨空间还受到限制，油价震荡下跌的风险仍未完全排除。黄金国际黄金微幅上涨，截止发稿，涨0.02%，报1878.5美元/盎司。市场仍需警惕特朗普可能选择否决刺激法案，这将给金价带来更多不确定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394279294,"gmtCreate":1608045057018,"gmtModify":1703850852719,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"日常骂京东 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13:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月15日讯，<a href=\"https://laohu8.com/S/BIDU\">百度</a>据悉已与<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/02238\">广汽集团</a>、一汽红旗等车企进行接洽，商谈建立合资电动汽车企业。</p><p>百度目前拒绝置评。<a href=\"https://laohu8.com/S/601238\">广汽集团</a>表示，已与百度有战略合作协议，进一步的合作仍有待商讨。吉利表示“未有耳闻”，而一汽集团则尚未就此事置评。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4a0d90587b4a1f8e70e6ef9eb66019","relate_stocks":{"BIDU":"百度","00175":"吉利汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109823401","content_text":"12月15日讯，百度据悉已与吉利汽车、广汽集团、一汽红旗等车企进行接洽，商谈建立合资电动汽车企业。百度目前拒绝置评。广汽集团表示，已与百度有战略合作协议，进一步的合作仍有待商讨。吉利表示“未有耳闻”，而一汽集团则尚未就此事置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394193289,"gmtCreate":1607957311541,"gmtModify":1703850319930,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"日常骂京东 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Inc(GOVX)$</a>这个股啥情况，开盘涨势很猛，现在又软了。","text":"$GeoVax Labs Inc(GOVX)$这个股啥情况，开盘涨势很猛，现在又软了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301421058","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301420723,"gmtCreate":1603724608162,"gmtModify":1703830511932,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"义乌小商品的老板已经知道大选结果了","listText":"义乌小商品的老板已经知道大选结果了","text":"义乌小商品的老板已经知道大选结果了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301420723","repostId":"1160787159","repostType":4,"repost":{"id":"1160787159","pubTimestamp":1603681501,"share":"https://www.laohu8.com/m/news/1160787159?lang=&edition=full","pubTime":"2020-10-26 11:05","market":"us","language":"zh","title":"详解：美国大选前一周的关注点和投资策略","url":"https://stock-news.laohu8.com/highlight/detail?id=1160787159","media":" 中金策略","summary":"大选进入倒计时；民调差距仍显著，提前与邮寄投票激增。","content":"<p><b>i.当前民调差距依然较大，摇摆州有所收窄</b></p><p><b>ii.提前与邮寄投票、整体投票率更高或使选情复杂化</b></p><p><b>iii.关键摇摆州将是此次大选的胜负手。最关键的是佛罗里达</b>（拜登领先1.5%）<b>和得克萨斯</b>（特朗普领先4%）</p><p><b>iv.大选倒计时市场或继续以观望为主</b></p><p><b>美国第三波疫情继续升级且愈演愈烈</b>，上周五单日新增确诊超过8.5万人，已超过第二波高点，创出新高。<b>此次疫情恰逢欧美叠加、且美国财政刺激仍处于僵局，因此与6~7月美国第二波疫情时美国财政刺激发力且欧洲无复发的环境有所不同，需要关注对于情绪的扰动</b>。但死亡率一直处于低位，因此我们预计不会造成复工的全局性逆转和过大冲击。</p><p>上周披露的经济数据显示美国基本面整体依然强劲。此外，<b>10年美债利率快速走高~13bp一度超过0.87%</b>，提振了银行的表现但压制了成长股估值。</p><p><b>焦点讨论：大选进入倒计时；民调差距仍显著，提前与邮寄投票激增</b></p><p>随着上周五第二轮也是最后一轮总统辩论落下帷幕，美国大选进入最后10天倒计时。我们梳理最后一周多时间的关注点，供投资者参考。</p><p><b>i.当前民调差距依然较大，摇摆州有所收窄。</b>根据RCP汇总的最新民调数据，尽管近期有所收敛，但特朗普与拜登的民调差距依然较大，全国民调落后7.9%、博彩赔率落后30%，但关键摇摆州差距缩窄至3.8%。作为对照，在2016年距大选投票日同一时间，希拉里全国民调领先3.8%，<b>而关键州领先3.8%，与当前水平已经持平</b>。</p><p><img src=\"https://static.tigerbbs.com/aa94df3fe714b7ca6e5aa74250094dfe\" tg-width=\"865\" tg-height=\"560\"></p><p><img src=\"https://static.tigerbbs.com/2f05a523c6e86bf1c4d650dd23e7c0fa\" tg-width=\"877\" tg-height=\"551\"></p><p><img src=\"https://static.tigerbbs.com/ef5357fcd357a5174a5ddc580dd457b7\" tg-width=\"871\" tg-height=\"745\"></p><p><b>ii.提前与邮寄投票激增、整体投票率更高或使选情复杂化。</b>此次大选涉及到的疫情和种族问题使得两个阵营的对立更加尖锐严重，也进一步导致提前投票、邮寄投票、以及整体投票率可能大幅增加：1）截止上周五，已经有5425万人完成投票，相当于2016年总投票数的39.4%；2）已完成投票中邮寄选票3789万，相当于2016年的27.5%，而总的邮寄选票8606万，占比高达62.5%。要知道2016年，提前投票和邮寄选票的占比才分别为17.2%和5.9%。我们认为这一明显偏高的比例反过来说明今年的投票人数或将明显高于2016年。</p><p><b>这些新现象虽然不能作为一定出现巨大意外的依据，但的确会使得今年大选投票局面变得更为复杂</b>，例如一些关键的摇摆州如佛罗里达的邮寄选票比例明显高于以往。这在如果最终投票日选情异常胶着的情况下，不排除造成一定的分歧和混乱。</p><p><img src=\"https://static.tigerbbs.com/f2ca96c815104343d956097fead1fe48\" tg-width=\"868\" tg-height=\"694\"></p><p><b>iii.关键摇摆州将是此次大选的胜负手。</b>如我们在此前专题《美国2020大选：现状、演变与影响》中分析，结合目前民调差距，<b>最关键的是佛罗里达</b>（拜登领先1.5%）<b>和得克萨斯</b>（特朗普领先4%）。由于特朗普在普选票上持续落后于拜登（近似于全国民调反映的情况），因此只能通过一些关键摇摆州的较小优势“赢者通吃”选举人票的方式来取得胜利，因此选择很有限。相比之下，拜登由于基本稳拿一些人口大州的普选票（如加州和纽约州），故需要更大的普选票差距来最终锁定胜局（2016年，希拉里普选票赢了300万票，~3%差距，但依然输了选举人票），但选择上比特朗普要多。</p><p>根据WSJ的模拟测算，若拜登赢得佛罗里达，那么特朗普只剩6种方式赢得大选；如果拜登拿下得克萨斯，那特朗普只剩1种方式赢得大选；而如果两者都是拜登获胜，那就基本没有悬念了。</p><p><img src=\"https://static.tigerbbs.com/17a142401a8f5d0e13dd22a7a8e2e506\" tg-width=\"863\" tg-height=\"753\"></p><p><b>iv.大选倒计时市场或继续以观望为主。</b>临近大选，我们预计市场或仍以观望为主，等待大选结果最终落地，上周初我们也提示<b>观察到一些风险偏好再度转弱的迹象。</b></p><p>我们在专题报告《美国大选的五种情形推演》中结合特朗普和拜登主张以及国会两院职能差异分析了潜在的政策前景。对市场而言，除非出现总统与国会两院完全对立、甚至短期没有结果的无序等待和混乱，我们认为<b>短期波动并不会改变复苏逐步深化的中期趋势。</b>不论是民调概率较高的民主党横扫还是概率较低的共和党完胜，对市场可能都不是坏事；而继续分裂的国会则使得市场回归原有的基本面渐进修复逻辑。</p><p><img src=\"https://static.tigerbbs.com/514e42c2430e3faef2dbcd3c2eba234a\" tg-width=\"884\" tg-height=\"690\"></p><p><b>市场观察：美国疫情创新高；利率大幅抬升；10月PMI显示美国基本面继续向好</b></p><p>过去一周，海外市场震荡下行，终结了9月底以来的持续反弹，也印证了我们在上周周报中提示风险偏好走弱迹象的观察。美国第三波疫情持续升级、美国大选计入倒计时但财政僵局延续、美债利率快速走高，都可能压制了市场情绪，特别是成长股领跌。</p><p><img src=\"https://static.tigerbbs.com/98f940d79df7dd62dda9a6f1c65ae87d\" tg-width=\"1080\" tg-height=\"530\"></p><p><img src=\"https://static.tigerbbs.com/200418b1f67f76cb3f842464b00cf375\" tg-width=\"874\" tg-height=\"614\"></p><p><b>美国第三波疫情继续升级且愈演愈烈</b>，上周五单日新增确诊超过8.5万人，已超过第二波高点，创出新高；同时欧洲第二波也在继续升温。由于此次疫情集中较为严重的美国中西部各州都还仍处于复工状态，R0普遍抬升，因此在采取一定防控措施之前，疫情大概率会继续走高。目前疫情对于复工的影响已经有所体现，尤其对于欧洲的出行和餐饮拖累较为明显。不过，值得注意的是，<b>此次疫情恰逢欧美叠加、且美国财政刺激仍处于僵局，因此与6~7月美国第二波疫情时美国财政刺激发力且欧洲无复发的环境有所不同，需要关注对于情绪的扰动</b>。但值得庆幸的是，死亡率一直处于低位，因此我们预计不会造成复工的全局性逆转和过大冲击（《美国第三波（常态化）疫情的可能影响》）。</p><p><img src=\"https://static.tigerbbs.com/7a094339199c00002dece32898d1ac63\" tg-width=\"1033\" tg-height=\"644\"></p><p><img src=\"https://static.tigerbbs.com/e5641491edd6984e0883b24668416824\" tg-width=\"1080\" tg-height=\"588\"></p><p><img src=\"https://static.tigerbbs.com/7d6b59a5646fd9384d7a69977cf1975b\" tg-width=\"1080\" tg-height=\"602\"></p><p><img src=\"https://static.tigerbbs.com/1b7f62f5e857cfa60055059b2f37ac05\" tg-width=\"966\" tg-height=\"593\"></p><p><img src=\"https://static.tigerbbs.com/cf44b1e508f903ca8181cc8a1a37a777\" tg-width=\"965\" tg-height=\"592\"></p><p><img src=\"https://static.tigerbbs.com/723936e315523b61ac126081e8744d92\" tg-width=\"966\" tg-height=\"593\"></p><p><img src=\"https://static.tigerbbs.com/0e98b2957a1f919dfbe5c81f9dff10be\" tg-width=\"966\" tg-height=\"593\"></p><p><b>不过，上周披露的主要经济数据显示美国基本面整体依然强劲。</b>10月Markit制造业PMI继续抬升并创21个月新高、服务业PMI更是升至56%的高位。与此同时，9月房地产新开工和成屋销售也依然维持强劲。相比之下，欧洲10月制造业PMI继续改善，但服务业PMI受疫情影响进一步收缩。盈利方面，目前27%的美股公司披露了三季度业绩，其中83%的公司好于预期，<b>但市场盈利调整情绪继续回落。</b></p><p><img src=\"https://static.tigerbbs.com/afcc7cd77fdcef45de7c9f798f61295d\" tg-width=\"879\" tg-height=\"638\"></p><p><img src=\"https://static.tigerbbs.com/47a609548083e00a1806f657ad68d9e3\" tg-width=\"880\" tg-height=\"630\"></p><p><img src=\"https://static.tigerbbs.com/39c5074a56177fb99c599885305802c4\" tg-width=\"880\" tg-height=\"649\"></p><p><img src=\"https://static.tigerbbs.com/6ab0bd47c654dea10e8cb1b7913c5c50\" tg-width=\"876\" tg-height=\"635\"></p><p>值得注意的是，受通胀预期和实际利率共同提振，<b>上周10年美债利率快速走高~13bp一度超过0.87%</b>，这可能在一定程度上压制了市场估值特别是成长股估值。</p><p><img src=\"https://static.tigerbbs.com/172d0a0e727ea52fddd8bc4ab2a2b245\" tg-width=\"872\" tg-height=\"682\"></p><p><img src=\"https://static.tigerbbs.com/2fad84b458915b7bdce0abb72f6367ff\" tg-width=\"886\" tg-height=\"629\"></p><p>►<b>资产表现：债&gt;股&gt;大宗；利率抬升，成长落后，美元走弱。</b>过去一周，美元计价下，大类资产排序为债&gt;股&gt;大宗，天然气、巴西与俄罗斯股市、大豆、港股等领先；原油、A股、德国、美元指数、FAAMNG和美国国债落后。本周再次出现风格轮动，成长股整体落后，汽车与零部件、银行、媒体领先，技术硬件、半导体跌幅最大。同时上周10年美债大幅走高~13bp，美元指数因美国疫情升级再度回落。</p><p><img src=\"https://static.tigerbbs.com/2856150e5f8af13bc4bf44ae86c8c4ec\" tg-width=\"1080\" tg-height=\"542\"></p><p>►<b>情绪仓位：VIX回落，put/call比例抬升，美元转空头</b>。VIX本周回落，但put/call比例有所抬升。仓位上，美股投机性多头有所增加，不过美元投机性仓位继上周转为多头后本周再度转为空头。</p><p><img src=\"https://static.tigerbbs.com/4ae2cd84238ff123e4f47cc184b18180\" tg-width=\"765\" tg-height=\"547\"></p><p>►<b>资金流向：美股流入放缓，新兴大幅流入</b>。过去一周，日本加速流出，美国流入放缓，发达欧洲转为流出，但新兴市场大幅流入。债市方面，高收益债本周转为流出，但利率债和利率债均加速流入。</p><p><img src=\"https://static.tigerbbs.com/0d2dc402484aa8aa15466c662676aae7\" tg-width=\"754\" tg-height=\"543\"></p><p>►<b>基本面与政策：美国PMI继续向好，欧洲疫情拖累服务业</b>。尽管美国第三波疫情正在发酵，但美国10月Markit制造业PMI继续回升并创21个月以来新高，服务业PMI更是维持强劲；相比之下，欧元区制造业PMI虽继续提高，但受疫情二次爆发影响，服务业PMI较上月进一步收缩。盈利方面，标普500指数2020年EPS一致预期同比上修至-17.7%，2021年为24.5%，<b>但市场盈利调整情绪继续走弱</b>。</p><p><img src=\"https://static.tigerbbs.com/f785e6ee06ed39255c03aaf143b060bb\" tg-width=\"1080\" tg-height=\"718\"></p><p><img src=\"https://static.tigerbbs.com/c118ade84829a15fa39bb1b043d6bb8e\" tg-width=\"758\" tg-height=\"541\"></p><p>►<b>市场估值：主要市场估值回落</b>。美股12月动态PE微降至21.7倍；当前26.8倍静态PE高于增长和利率隐含的水平（25.4倍）；其他市场也普遍回落。</p><p><img src=\"https://static.tigerbbs.com/f4f41c45f0dd07183cd2cb485b57c7ba\" tg-width=\"742\" tg-height=\"565\"></p><p><img src=\"https://static.tigerbbs.com/07a4c7791febe7ec4696e4f4f5c598c4\" tg-width=\"760\" tg-height=\"566\"></p>","source":"lsy1569219621182","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>详解：美国大选前一周的关注点和投资策略</title>\n<style 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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详解：美国大选前一周的关注点和投资策略\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-26 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/mT22lBUWRNYfnp16J31RyA><strong> 中金策略</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>i.当前民调差距依然较大，摇摆州有所收窄ii.提前与邮寄投票、整体投票率更高或使选情复杂化iii.关键摇摆州将是此次大选的胜负手。最关键的是佛罗里达（拜登领先1.5%）和得克萨斯（特朗普领先4%）iv.大选倒计时市场或继续以观望为主美国第三波疫情继续升级且愈演愈烈，上周五单日新增确诊超过8.5万人，已超过第二波高点，创出新高。此次疫情恰逢欧美叠加、且美国财政刺激仍处于僵局，因此与6~7月美国第二波...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/mT22lBUWRNYfnp16J31RyA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3215f0c72db89cff37efc43de1c5033f","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/mT22lBUWRNYfnp16J31RyA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160787159","content_text":"i.当前民调差距依然较大，摇摆州有所收窄ii.提前与邮寄投票、整体投票率更高或使选情复杂化iii.关键摇摆州将是此次大选的胜负手。最关键的是佛罗里达（拜登领先1.5%）和得克萨斯（特朗普领先4%）iv.大选倒计时市场或继续以观望为主美国第三波疫情继续升级且愈演愈烈，上周五单日新增确诊超过8.5万人，已超过第二波高点，创出新高。此次疫情恰逢欧美叠加、且美国财政刺激仍处于僵局，因此与6~7月美国第二波疫情时美国财政刺激发力且欧洲无复发的环境有所不同，需要关注对于情绪的扰动。但死亡率一直处于低位，因此我们预计不会造成复工的全局性逆转和过大冲击。上周披露的经济数据显示美国基本面整体依然强劲。此外，10年美债利率快速走高~13bp一度超过0.87%，提振了银行的表现但压制了成长股估值。焦点讨论：大选进入倒计时；民调差距仍显著，提前与邮寄投票激增随着上周五第二轮也是最后一轮总统辩论落下帷幕，美国大选进入最后10天倒计时。我们梳理最后一周多时间的关注点，供投资者参考。i.当前民调差距依然较大，摇摆州有所收窄。根据RCP汇总的最新民调数据，尽管近期有所收敛，但特朗普与拜登的民调差距依然较大，全国民调落后7.9%、博彩赔率落后30%，但关键摇摆州差距缩窄至3.8%。作为对照，在2016年距大选投票日同一时间，希拉里全国民调领先3.8%，而关键州领先3.8%，与当前水平已经持平。ii.提前与邮寄投票激增、整体投票率更高或使选情复杂化。此次大选涉及到的疫情和种族问题使得两个阵营的对立更加尖锐严重，也进一步导致提前投票、邮寄投票、以及整体投票率可能大幅增加：1）截止上周五，已经有5425万人完成投票，相当于2016年总投票数的39.4%；2）已完成投票中邮寄选票3789万，相当于2016年的27.5%，而总的邮寄选票8606万，占比高达62.5%。要知道2016年，提前投票和邮寄选票的占比才分别为17.2%和5.9%。我们认为这一明显偏高的比例反过来说明今年的投票人数或将明显高于2016年。这些新现象虽然不能作为一定出现巨大意外的依据，但的确会使得今年大选投票局面变得更为复杂，例如一些关键的摇摆州如佛罗里达的邮寄选票比例明显高于以往。这在如果最终投票日选情异常胶着的情况下，不排除造成一定的分歧和混乱。iii.关键摇摆州将是此次大选的胜负手。如我们在此前专题《美国2020大选：现状、演变与影响》中分析，结合目前民调差距，最关键的是佛罗里达（拜登领先1.5%）和得克萨斯（特朗普领先4%）。由于特朗普在普选票上持续落后于拜登（近似于全国民调反映的情况），因此只能通过一些关键摇摆州的较小优势“赢者通吃”选举人票的方式来取得胜利，因此选择很有限。相比之下，拜登由于基本稳拿一些人口大州的普选票（如加州和纽约州），故需要更大的普选票差距来最终锁定胜局（2016年，希拉里普选票赢了300万票，~3%差距，但依然输了选举人票），但选择上比特朗普要多。根据WSJ的模拟测算，若拜登赢得佛罗里达，那么特朗普只剩6种方式赢得大选；如果拜登拿下得克萨斯，那特朗普只剩1种方式赢得大选；而如果两者都是拜登获胜，那就基本没有悬念了。iv.大选倒计时市场或继续以观望为主。临近大选，我们预计市场或仍以观望为主，等待大选结果最终落地，上周初我们也提示观察到一些风险偏好再度转弱的迹象。我们在专题报告《美国大选的五种情形推演》中结合特朗普和拜登主张以及国会两院职能差异分析了潜在的政策前景。对市场而言，除非出现总统与国会两院完全对立、甚至短期没有结果的无序等待和混乱，我们认为短期波动并不会改变复苏逐步深化的中期趋势。不论是民调概率较高的民主党横扫还是概率较低的共和党完胜，对市场可能都不是坏事；而继续分裂的国会则使得市场回归原有的基本面渐进修复逻辑。市场观察：美国疫情创新高；利率大幅抬升；10月PMI显示美国基本面继续向好过去一周，海外市场震荡下行，终结了9月底以来的持续反弹，也印证了我们在上周周报中提示风险偏好走弱迹象的观察。美国第三波疫情持续升级、美国大选计入倒计时但财政僵局延续、美债利率快速走高，都可能压制了市场情绪，特别是成长股领跌。美国第三波疫情继续升级且愈演愈烈，上周五单日新增确诊超过8.5万人，已超过第二波高点，创出新高；同时欧洲第二波也在继续升温。由于此次疫情集中较为严重的美国中西部各州都还仍处于复工状态，R0普遍抬升，因此在采取一定防控措施之前，疫情大概率会继续走高。目前疫情对于复工的影响已经有所体现，尤其对于欧洲的出行和餐饮拖累较为明显。不过，值得注意的是，此次疫情恰逢欧美叠加、且美国财政刺激仍处于僵局，因此与6~7月美国第二波疫情时美国财政刺激发力且欧洲无复发的环境有所不同，需要关注对于情绪的扰动。但值得庆幸的是，死亡率一直处于低位，因此我们预计不会造成复工的全局性逆转和过大冲击（《美国第三波（常态化）疫情的可能影响》）。不过，上周披露的主要经济数据显示美国基本面整体依然强劲。10月Markit制造业PMI继续抬升并创21个月新高、服务业PMI更是升至56%的高位。与此同时，9月房地产新开工和成屋销售也依然维持强劲。相比之下，欧洲10月制造业PMI继续改善，但服务业PMI受疫情影响进一步收缩。盈利方面，目前27%的美股公司披露了三季度业绩，其中83%的公司好于预期，但市场盈利调整情绪继续回落。值得注意的是，受通胀预期和实际利率共同提振，上周10年美债利率快速走高~13bp一度超过0.87%，这可能在一定程度上压制了市场估值特别是成长股估值。►资产表现：债>股>大宗；利率抬升，成长落后，美元走弱。过去一周，美元计价下，大类资产排序为债>股>大宗，天然气、巴西与俄罗斯股市、大豆、港股等领先；原油、A股、德国、美元指数、FAAMNG和美国国债落后。本周再次出现风格轮动，成长股整体落后，汽车与零部件、银行、媒体领先，技术硬件、半导体跌幅最大。同时上周10年美债大幅走高~13bp，美元指数因美国疫情升级再度回落。►情绪仓位：VIX回落，put/call比例抬升，美元转空头。VIX本周回落，但put/call比例有所抬升。仓位上，美股投机性多头有所增加，不过美元投机性仓位继上周转为多头后本周再度转为空头。►资金流向：美股流入放缓，新兴大幅流入。过去一周，日本加速流出，美国流入放缓，发达欧洲转为流出，但新兴市场大幅流入。债市方面，高收益债本周转为流出，但利率债和利率债均加速流入。►基本面与政策：美国PMI继续向好，欧洲疫情拖累服务业。尽管美国第三波疫情正在发酵，但美国10月Markit制造业PMI继续回升并创21个月以来新高，服务业PMI更是维持强劲；相比之下，欧元区制造业PMI虽继续提高，但受疫情二次爆发影响，服务业PMI较上月进一步收缩。盈利方面，标普500指数2020年EPS一致预期同比上修至-17.7%，2021年为24.5%，但市场盈利调整情绪继续走弱。►市场估值：主要市场估值回落。美股12月动态PE微降至21.7倍；当前26.8倍静态PE高于增长和利率隐含的水平（25.4倍）；其他市场也普遍回落。","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307018421,"gmtCreate":1605316833363,"gmtModify":1703837501985,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"阿里的赢面还大吗？","listText":"阿里的赢面还大吗？","text":"阿里的赢面还大吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307018421","repostId":"1120060101","repostType":4,"isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127820716,"gmtCreate":1624843678835,"gmtModify":1624843678835,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"额&nbsp;","listText":"额&nbsp;","text":"额","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127820716","repostId":"1108579788","repostType":4,"repost":{"id":"1108579788","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":1624842781,"share":"https://www.laohu8.com/m/news/1108579788?lang=&edition=full","pubTime":"2021-06-28 09:13","market":"sh","language":"zh","title":"港交所因黑色暴雨警告信号将取消上午时段交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1108579788","media":"老虎资讯综合","summary":"6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。\n此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。\n香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通","content":"<p>6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。</p>\n<p>此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。</p>\n<p>香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通）及衍生产品市场之早上交易时段均会延迟开市。如果上午9点黑色暴雨警告信号仍维持，上午交易将取消。</p>\n<p>上交所：香港联合证券交易所因黑色暴雨暂停交易。沪港通下港股通暂停交易。</p>\n<p>深交所：6月28日，香港联合证券交易所因黑色暴雨暂停交易。根据《深圳证券交易所深港通业务实施办法》，深港通下的港股通暂停交易。<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"><b>香港黑色暴雨来袭，港股上午休市，交易安排知多少？</b></p>\n<p>6月28日消息，香港天文台在上午8时20分发出之有关黑色暴雨警告信号的特别报告：暴雨警告信号现时为黑色，表示香港广泛地区已录得或预料会有每小时雨量超过70毫米的豪雨，且雨势可能持续。<img src=\"https://static.tigerbbs.com/c65808ce9685f3cd97d48ee260a04e71\" tg-width=\"550\" tg-height=\"378\" referrerpolicy=\"no-referrer\">截至上午9点，黑色暴雨警告尚未解除，港股早盘交易将延迟开市。如果上午9点以后解除，港股早盘交易将取消。如果11点至11点30分解除，下午1点30开始交易；如果11点30分到12点解除，下午2点开始交易；中午12点后解除，全天休市。<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\">由于台风等天气出现频繁，香港市场已多次因天气因素影响而延迟交易，因此，港交所应对措施也较为完善。</p>\n<p>2020年8月19日，香港股市早盘休市，香港天文台19日上午11时10分改发三号强风信号。港交所随后宣布，下午交易时段将于13：30时开始。</p>\n<p>2017年8月23日，港交所于早间宣布，由于天文台现已发出八号台风信号，证券市场 (包括沪深股通) 及衍生产品市场的上午交易时段会延迟开市。</p>\n<p>2016年10月21日，港交所表示，由于天文台现已发出八号台风信号，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。</p>\n<p>2016年8月2日，港交所公告显示，八号风球预警仍然有效，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。</p>\n<p>2014年9月16日，港交所宣布，证券及衍生品市场早上交易时段均会延迟开市，此前香港天文台已针对台风“海鸥”发出八号暴风风球信号。</p>\n<p>2013年，也有数次因为台风和暴雨采取类似的行动。</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\" 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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港交所因黑色暴雨警告信号将取消上午时段交易\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\">2021-06-28 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。</p>\n<p>此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。</p>\n<p>香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通）及衍生产品市场之早上交易时段均会延迟开市。如果上午9点黑色暴雨警告信号仍维持，上午交易将取消。</p>\n<p>上交所：香港联合证券交易所因黑色暴雨暂停交易。沪港通下港股通暂停交易。</p>\n<p>深交所：6月28日，香港联合证券交易所因黑色暴雨暂停交易。根据《深圳证券交易所深港通业务实施办法》，深港通下的港股通暂停交易。<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"><b>香港黑色暴雨来袭，港股上午休市，交易安排知多少？</b></p>\n<p>6月28日消息，香港天文台在上午8时20分发出之有关黑色暴雨警告信号的特别报告：暴雨警告信号现时为黑色，表示香港广泛地区已录得或预料会有每小时雨量超过70毫米的豪雨，且雨势可能持续。<img src=\"https://static.tigerbbs.com/c65808ce9685f3cd97d48ee260a04e71\" tg-width=\"550\" tg-height=\"378\" referrerpolicy=\"no-referrer\">截至上午9点，黑色暴雨警告尚未解除，港股早盘交易将延迟开市。如果上午9点以后解除，港股早盘交易将取消。如果11点至11点30分解除，下午1点30开始交易；如果11点30分到12点解除，下午2点开始交易；中午12点后解除，全天休市。<img src=\"https://static.tigerbbs.com/fa2358a6b83c103be2c4404bddf61e1a\" tg-width=\"550\" tg-height=\"296\" referrerpolicy=\"no-referrer\">由于台风等天气出现频繁，香港市场已多次因天气因素影响而延迟交易，因此，港交所应对措施也较为完善。</p>\n<p>2020年8月19日，香港股市早盘休市，香港天文台19日上午11时10分改发三号强风信号。港交所随后宣布，下午交易时段将于13：30时开始。</p>\n<p>2017年8月23日，港交所于早间宣布，由于天文台现已发出八号台风信号，证券市场 (包括沪深股通) 及衍生产品市场的上午交易时段会延迟开市。</p>\n<p>2016年10月21日，港交所表示，由于天文台现已发出八号台风信号，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。</p>\n<p>2016年8月2日，港交所公告显示，八号风球预警仍然有效，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。</p>\n<p>2014年9月16日，港交所宣布，证券及衍生品市场早上交易时段均会延迟开市，此前香港天文台已针对台风“海鸥”发出八号暴风风球信号。</p>\n<p>2013年，也有数次因为台风和暴雨采取类似的行动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26e574706ced777ba0af741c0072c424","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108579788","content_text":"6月28日讯，港交所因黑色暴雨警告信号将取消上午时段交易。\n此前，港交所公告称若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。\n香港交易所：由于天文台发出黑色暴雨警告，证券（包括沪深股通）及衍生产品市场之早上交易时段均会延迟开市。如果上午9点黑色暴雨警告信号仍维持，上午交易将取消。\n上交所：香港联合证券交易所因黑色暴雨暂停交易。沪港通下港股通暂停交易。\n深交所：6月28日，香港联合证券交易所因黑色暴雨暂停交易。根据《深圳证券交易所深港通业务实施办法》，深港通下的港股通暂停交易。香港黑色暴雨来袭，港股上午休市，交易安排知多少？\n6月28日消息，香港天文台在上午8时20分发出之有关黑色暴雨警告信号的特别报告：暴雨警告信号现时为黑色，表示香港广泛地区已录得或预料会有每小时雨量超过70毫米的豪雨，且雨势可能持续。截至上午9点，黑色暴雨警告尚未解除，港股早盘交易将延迟开市。如果上午9点以后解除，港股早盘交易将取消。如果11点至11点30分解除，下午1点30开始交易；如果11点30分到12点解除，下午2点开始交易；中午12点后解除，全天休市。由于台风等天气出现频繁，香港市场已多次因天气因素影响而延迟交易，因此，港交所应对措施也较为完善。\n2020年8月19日，香港股市早盘休市，香港天文台19日上午11时10分改发三号强风信号。港交所随后宣布，下午交易时段将于13：30时开始。\n2017年8月23日，港交所于早间宣布，由于天文台现已发出八号台风信号，证券市场 (包括沪深股通) 及衍生产品市场的上午交易时段会延迟开市。\n2016年10月21日，港交所表示，由于天文台现已发出八号台风信号，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。\n2016年8月2日，港交所公告显示，八号风球预警仍然有效，证券市场 (包括沪股通) 及衍生产品市场之上午交易时段会延迟开市。\n2014年9月16日，港交所宣布，证券及衍生品市场早上交易时段均会延迟开市，此前香港天文台已针对台风“海鸥”发出八号暴风风球信号。\n2013年，也有数次因为台风和暴雨采取类似的行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374397825,"gmtCreate":1619416660067,"gmtModify":1619416660067,"author":{"id":"172848913361478","authorId":"172848913361478","name":"超级卢卡斯","avatar":"https://static.tigerbbs.com/0228050e3142feb86ce5a87488e0820f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"172848913361478","authorIdStr":"172848913361478"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>主力要出货的节奏吗？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>主力要出货的节奏吗？","text":"$美团-W(03690)$主力要出货的节奏吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374397825","isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}