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MGTZ
2020-03-10
都跟着栽呗
1987年股灾,巴菲特、索罗斯、达利欧怎么应对的?
MGTZ
2020-03-04
抄天花板了???
上周五美股暴跌之日,对冲基金疯狂抄底,创十年来最大规模
MGTZ
2020-02-25
中国已经具有丰富的经验,能够应付得了这次无硝烟的战争,不要怕,有我们技术支持,没有过不去的坎
外媒头条:新冠病毒疫情担忧加剧 ,美股重挫
MGTZ
2020-02-14
$Yunhong International(ZGYHU)$
这票没人哦,
MGTZ
2020-02-04
一时的恐慌,不要紧,马上回归稳定
市场综述:恐慌快速释放!港A两市回归正轨
MGTZ
2020-01-30
截图,我去举报了
“新冠”疫情不可怕!我们该全面操心经济了
MGTZ
2020-01-30
有啥可跌的,疫情很快就过去了。可控
盘前:美股期指齐跌,特斯拉财报利好大涨11%
MGTZ
2020-01-29
$恒生指数(HSI)$
机会来了
MGTZ
2020-01-27
机会来了兄弟们,最后一趟车
中概股盘前“组团”下挫:携程、蔚来领跌
MGTZ
2020-01-27
节后a会不会也下挫啊?日子不好过哦
盘前:疫情冲击全球市场!中概股集体下挫成“重灾区”
MGTZ
2019-08-06
$道琼斯(.DJI)$
$纳斯达克(.IXIC)$
$标普500ETF(SPY)$
几天没看了,这是怎么了?崩盘了?
MGTZ
2019-07-20
$道琼斯(.DJI)$
$纳斯达克(.IXIC)$
$标普全球(SPGI)$
使大劲跌一下,跟没跌似的[贱笑][贱笑][贱笑]
MGTZ
2019-05-20
$老虎证券(TIGR)$ 老虎是不是都是华人在用?
MGTZ
2019-05-01
$恒生指数(HSI)$ $国企指数(HSCEI)$ $红筹指数(HSCCI)$ 羚邦集团,怎么样,大家申请没$羚邦集团(02230)$
MGTZ
2019-05-01
$02230(02230)$ 有没有申购羚邦股份的,这个怎么样?$斗鱼(DOYU)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ $标普500ETF(SPY)$
MGTZ
2019-03-26
$标普500ETF(SPY)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 兄弟们好久没来了,我要走了,从此对美股说拜拜,没赚到钱。开始鲁莽,毛票恐慌来者不拒,最后哭着喊疼。现在明白了,可是高位又害怕了,股市赚钱难,尤其我这种懒惰,又想佛系,又控制不住仓位~~也不打算充USD了,明天取现,回家了[开心][开心]今天把亏损的单子清掉了,感觉一身轻松,远离股市了,好好上班,工作,再见!祝你们好运,赚大钱![开心][开心]
MGTZ
2019-03-26
$第九城市(NCTY)$ 庄家又发了一笔横财,两次造势赢了一千多万美金,这买卖不亏…………
MGTZ
2019-03-23
$老虎证券(TIGR)$ 啥时候下来了,我再来[开心][开心]
MGTZ
2019-03-23
$道琼斯(.DJI)$ 就我们好,不用担忧经济下行压力,有拉指数的[龇牙][龇牙]
MGTZ
2019-03-22
$老虎证券(TIGR)$ 老虎还亏损啊?我以为盈利
去老虎APP查看更多动态
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13:31","market":"us","language":"zh","title":"1987年股灾,巴菲特、索罗斯、达利欧怎么应对的?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155659107","media":" 华尔街见闻","summary":"活久见!!一天之内,油价暴跌30%,美股三大股指暴跌7%,23年来首度触发熔断!标普500距离技术性熊市仅一步之遥。欧洲主要指数惨跌超8%。这是美股熔断机制推出以来的第二次应用,上一次是1997年10","content":"<p><b><span>活久见!!</span></b></p><p><b><span>一天之内,油价暴跌30%,美股三大股指暴跌7%,23年来首度触发熔断!标普500距离技术性熊市仅一步之遥。欧洲主要指数惨跌超8%。</span></b></p><p><img src=\"https://static.tigerbbs.com/871e10be929295ef2f059f42556b8a27\" /></p><p><span>这是美股熔断机制推出以来的第二次应用,上一次是1997年10月27日道指跌超7%触发熔断,也是2013年最新的熔断机制执行以来首次被触发,即2008年金融危机之后首次触发。</span></p><p><span>对于很多交易员来说,这是从未有过的经历。所谓熔断机制,指的是基于参考价格的一系列价格波动限制。</span></p><p><span>简单来说,就是当股市跌到一定幅度之后,市场自动停止交易一段时间,可能是几分钟,也可能是全天交易就此终止。这样做的主要目的就是,防范恐慌情绪进一步扩散,给市场带来更大的冲击。</span></p><p><span>美国推出熔断机制的动因是1987年的“黑色星期一”。</span></p><p><span>1987年10月19日,道指暴跌508.32点,跌幅22.6%。3个月之后,1988年2月熔断机制出台,10月首次开始实施。</span></p><p><span>1987年的这次大股灾,是迄今为止影响面最大的一次全球性股灾。目前世界上最顶级的投资大师们,在股灾爆发的那一天,跟所有普通投资者一样,经受战术和心态的双重考验。</span></p><p><b><span>巴菲特、索罗斯、达利欧、彼得·林奇、戴维斯家族他们当下都做了什么,那次股灾对他们的投资理念又有什么影响?</span></b></p><p><b><span>01、巴菲特 —— 等待恢复,择时抄底,瞄准可口可乐</span></b></p><p><span>暴跌这一天,“股神”巴菲特刚刚重仓的所罗门公司产生7500万美元的损失。巴菲特财富蒸发3.42亿美元。一周之内,他的伯克希尔哈撒韦公司股价暴跌25%。</span></p><p><span>巴菲特没有四处打听消息,也没有抛售股票。只有一次,他走进负责保险业务的戈德伯格的办公室,平静地告诉他伯克希尔哈撒韦应该做点什么,然后就回到了自己的办公室。</span></p><p><img src=\"https://static.tigerbbs.com/591cde51c55efe7fb97db56b23e01b0b\" /></p><p><span><br />两天后,巴菲特集团股东大会在弗吉尼亚州的威廉斯堡如期举行。参加这次聚会的一名记者问巴菲特这次崩盘“意味着什么”,巴菲特只说了一句:“也许它上涨得过高了吧。”</span></p><p><span>股灾之后,平静的巴菲特开始不断买进。他仍然秉持坚信那些具有长期持续竞争优势的公司。坚信最终股灾会过去,股市会恢复正常,他持股的公司股价最终会反映其内在价值。</span></p><p><span>股灾发生的这一年,巴菲特低调地瞄准了一家公司——可口可乐。</span></p><p><b><span>02、索罗斯——断腕求生,等待下一次做空</span></b></p><p><span>1987年10月14日,史上最著名的做空大鳄索罗斯在《金融时报》上发表文章,预测日本股市即将崩溃。5天之后,美股崩盘,道琼斯指数狂跌508点,创下当时的历史纪录;标普500指数下跌了近80点,跌幅达28%。</span></p><p><span>然而,索罗斯预测会发生大崩溃的日本股市却很稳定,反而迎来了9.3%的单日涨幅,创下1949年以来的最高纪录。</span></p><p><img src=\"https://static.tigerbbs.com/ccc746947c318704f851c37ced7271f1\" /></p><p><span>面对猝不及防的美股崩溃,索罗斯决定把量子基金持有的5000份标普500期货合约全部清仓,价值达10亿美元。他最开始报价230点,但没有买家。然后降到220点、215点、205点和200点,同样无人问津。最后,他在195—210点之间抛出。具有讽刺意味的是,卖压随着他的离场而消失了,当天报收244.5点。</span></p><p><span>为了保全自己,索罗斯毫不犹豫,全线撤退。虽然过早退出让他蒙受了巨大损失,但是也阻止了事态的进一步恶化。</span></p><p><span>大崩盘后一周,量子基金的净资产狂跌26.2%,远大于17%的美国股市跌幅,这也是索罗斯第一次超越了当初自己设定的20%的止损底线。</span></p><p><span>当下,索罗斯成了这场灾难中最大的失败者。</span></p><p><span>然而,股灾后不久,他就抓住了一次做空美元的机会,最终1987年量子基金的盈利还是达到了14%。</span></p><p><b><span>03、达利欧:利用决策系统、设计“纯粹阿尔法”基金</span></b></p><p><span>股灾发生之前,桥水基金创始人达利欧一直研究独门的交易决策系统。</span></p><p><span>最开始交易时,达利欧习惯把每一次用来做决策的标准记录下来,方便交易后回顾。在积攒了很多标准后,他想到如果将这些标准转化为公式,就能利用历史数据对公式进行检测,然后改进不合理的地方。</span></p><p><span>这样一来,他就能得到普适的标准,指导自己的投资决策。桥水最初的利率、股票、外汇和贵金属系统就是这么来的。</span></p><p><span>后来达利欧把这些系统整合到一起,形成了一套决策系统。随着技术发展,达利欧通过量化分析、交易回测,不断校正系统,达利欧发现决策比预测更有用。</span></p><p><span>很快,这套投资决策系统起了作用。</span></p><p><span>在1987年股灾中,达利欧捕捉到了市场崩溃的信号,根据决策系统他决定做空股票。那一年,华尔街上的许多公司破产倒闭,而桥水的利润率达到22%。</span></p><p><b><span>然而,达利欧并不满足于在股灾中挣到钱。</span></b></p><p><img src=\"https://static.tigerbbs.com/7f4dff54f3950f9bce5c1f9c37628757\" /></p><p><span>就在1987年10月19日股市崩盘的当天,他找来当时的桥水研究部主管整理《美国货币史:1867—1960》。达利欧想了解19—20世纪美国的货币紧缩以及经济循环的整个过程,希望能从历史中找到未来的答案。</span></p><p><span>他相信只有经常回顾历史,才能避免只关注现实情况的盲点,才能及时感知危机,做出正确的决策。</span></p><p><span>几经市场动荡之后,达利欧意识到想要取得稳定、可靠的收益,可能需要打造一个充满高质量收益流、合理、多样化的资产组合。</span></p><p><span>他想到马科维茨提出的资产配置理论,这个模型可以根据一组资产的类型、预期回报、风险和相关性确定一个最优组合,但是不能告诉你改变其中的一个变量会产生怎么样的渐变效果。</span></p><p><span>于是,达利欧在这个模型的基础上,找人画了一张图,以反映一个资产组合的波动性和质量将会随着不同相关性的投资的增加怎样变化。</span></p><p><span>从这张图中,达利欧发现如果投资组合中包含15—20个良好的、互不关联的收益流,风险就会大大降低,同时又不会减少投资收益。</span></p><p><span>“如果这个在纸面上行得通的理论在实践中也表现良好的话,那会是一个重大的突破”,于是他开始和同事们利用历史数据对这个新方法进行回测,结果显示这种分散配置的方法可以使单位风险收益增长3—5倍。</span></p><p><span>就这样,达利欧找到了“投资的圣杯”,也就是将资本分散投资于许多相关性很低的资产,这样无论在什么市场环境下都可以获得稳定的收益流。</span></p><p><span>根据这种投资策略,达利欧设计了桥水的旗舰基金——“纯粹阿尔法”。自成立以来,这只基金的年均收益率接近 15%。</span></p><p><b><span>04、彼得•林奇:被恐惧支配的抛售</span></b></p><p><span>美国股市大崩盘时,麦哲伦基金管理人彼得•林奇正在爱尔兰旅行。</span></p><p><img src=\"https://static.tigerbbs.com/e2a85349862e5a57348027c1932bf2c8\" /></p><p><span>从高尔夫球场回到酒店后,林奇把自己锁在房间里,一直在跟公司总部通话,和同事们商量应该抛出哪些股票变现,从而应付巨额的基金赎回。</span></p><p><span>他们先是在伦敦股票市场上抛出了一些英国股票,然后在纽约也大量抛出股票。据统计,林奇管理的麦哲伦基金在1987年10月的赎回份额达到13亿,而出售份额仅有6.89亿,买卖比例达到2:1。仅10月19日一天之内,麦哲伦基金的资产净值就损失了18%,损失高达20亿美元。</span></p><p><span>面对巨额的赎回,林奇抛出了很多股票,但是后来股市的走势让他非常后悔。暴跌后的市场慢慢企稳,到1988年时已经反弹了400多点,回升了23%。林奇后来总结说,即使很恐慌,也应该保持清醒,不应该一下抛售那么多,而是应该逐步减持,这样才能最终获得比那些由于恐慌而将股票全部抛出的投资人更高的投资回报。</span></p><p><span>在1996年接受美国公共电视网的采访时,林奇谈到了自己对于1987年股灾的看法。首先,他认为股灾发生的原因是,无论从历史经验来看,还是从市盈率、股息收益率等统计指标来看,当时的市场都涨得太过头了。第二,人们只记住了股灾的时候股市在两个月的时间里猛跌了1000点,其中一半还是在一天之内跌掉的,却忘记了股灾发生之前的9个月里,股市上涨了1000点。最后,林奇认为,说到底1987年的股灾并不可怕,因为当时的上市企业基本面都很健康,业绩很好、订单充足、资产负债表没问题。</span></p><p><b><span>05、斯尔必•戴维斯——逆向投资,抄底银行股</span></b></p><p><span>这一场危机中,斯尔必•戴维斯逆向思维的投资法则使他抓住了宝贵的机会。</span></p><p><span>当时,银行业普遍陷入困境,媒体报道称花旗银行已陷入技术性破产,而富国银行的房贷亏损额一直在上升,花旗银行和富国银行的股价低迷不振。</span></p><p><span>斯尔必利用自己在银行业的人脉开始进行深入的调查。与富国银行内部人士的沟通打消了他的疑虑,而与富国银行总裁卡尔•理查德的交流更是让他坚定了信心,理查德告诉斯尔必:“我自己在这家银行有5000万美元,因此我不会让你失望的。”</span></p><p><span>斯尔必下决心购买了富国银行的股票。</span></p><p><span>当时,花旗银行的状况比富国银行更糟糕,但斯尔必非常看好它的全球化经营,并且也坚信这样的银行会“大而不倒”。因此他也购买了花旗银行的股票,10年后,斯尔必在花旗银行的投资翻了20倍。</span></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1987年股灾,巴菲特、索罗斯、达利欧怎么应对的?</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; 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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\">\n1987年股灾,巴菲特、索罗斯、达利欧怎么应对的?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-10 13:31 北京时间 <a href=https://mp.weixin.qq.com/s/LHjI7nuP-ZNWnkyyV9AzXA><strong> 华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>活久见!!一天之内,油价暴跌30%,美股三大股指暴跌7%,23年来首度触发熔断!标普500距离技术性熊市仅一步之遥。欧洲主要指数惨跌超8%。这是美股熔断机制推出以来的第二次应用,上一次是1997年10月27日道指跌超7%触发熔断,也是2013年最新的熔断机制执行以来首次被触发,即2008年金融危机之后首次触发。对于很多交易员来说,这是从未有过的经历。所谓熔断机制,指的是基于参考价格的一系列价格波动...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/LHjI7nuP-ZNWnkyyV9AzXA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/591cde51c55efe7fb97db56b23e01b0b","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/LHjI7nuP-ZNWnkyyV9AzXA","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1155659107","content_text":"活久见!!一天之内,油价暴跌30%,美股三大股指暴跌7%,23年来首度触发熔断!标普500距离技术性熊市仅一步之遥。欧洲主要指数惨跌超8%。这是美股熔断机制推出以来的第二次应用,上一次是1997年10月27日道指跌超7%触发熔断,也是2013年最新的熔断机制执行以来首次被触发,即2008年金融危机之后首次触发。对于很多交易员来说,这是从未有过的经历。所谓熔断机制,指的是基于参考价格的一系列价格波动限制。简单来说,就是当股市跌到一定幅度之后,市场自动停止交易一段时间,可能是几分钟,也可能是全天交易就此终止。这样做的主要目的就是,防范恐慌情绪进一步扩散,给市场带来更大的冲击。美国推出熔断机制的动因是1987年的“黑色星期一”。1987年10月19日,道指暴跌508.32点,跌幅22.6%。3个月之后,1988年2月熔断机制出台,10月首次开始实施。1987年的这次大股灾,是迄今为止影响面最大的一次全球性股灾。目前世界上最顶级的投资大师们,在股灾爆发的那一天,跟所有普通投资者一样,经受战术和心态的双重考验。巴菲特、索罗斯、达利欧、彼得·林奇、戴维斯家族他们当下都做了什么,那次股灾对他们的投资理念又有什么影响?01、巴菲特 —— 等待恢复,择时抄底,瞄准可口可乐暴跌这一天,“股神”巴菲特刚刚重仓的所罗门公司产生7500万美元的损失。巴菲特财富蒸发3.42亿美元。一周之内,他的伯克希尔哈撒韦公司股价暴跌25%。巴菲特没有四处打听消息,也没有抛售股票。只有一次,他走进负责保险业务的戈德伯格的办公室,平静地告诉他伯克希尔哈撒韦应该做点什么,然后就回到了自己的办公室。两天后,巴菲特集团股东大会在弗吉尼亚州的威廉斯堡如期举行。参加这次聚会的一名记者问巴菲特这次崩盘“意味着什么”,巴菲特只说了一句:“也许它上涨得过高了吧。”股灾之后,平静的巴菲特开始不断买进。他仍然秉持坚信那些具有长期持续竞争优势的公司。坚信最终股灾会过去,股市会恢复正常,他持股的公司股价最终会反映其内在价值。股灾发生的这一年,巴菲特低调地瞄准了一家公司——可口可乐。02、索罗斯——断腕求生,等待下一次做空1987年10月14日,史上最著名的做空大鳄索罗斯在《金融时报》上发表文章,预测日本股市即将崩溃。5天之后,美股崩盘,道琼斯指数狂跌508点,创下当时的历史纪录;标普500指数下跌了近80点,跌幅达28%。然而,索罗斯预测会发生大崩溃的日本股市却很稳定,反而迎来了9.3%的单日涨幅,创下1949年以来的最高纪录。面对猝不及防的美股崩溃,索罗斯决定把量子基金持有的5000份标普500期货合约全部清仓,价值达10亿美元。他最开始报价230点,但没有买家。然后降到220点、215点、205点和200点,同样无人问津。最后,他在195—210点之间抛出。具有讽刺意味的是,卖压随着他的离场而消失了,当天报收244.5点。为了保全自己,索罗斯毫不犹豫,全线撤退。虽然过早退出让他蒙受了巨大损失,但是也阻止了事态的进一步恶化。大崩盘后一周,量子基金的净资产狂跌26.2%,远大于17%的美国股市跌幅,这也是索罗斯第一次超越了当初自己设定的20%的止损底线。当下,索罗斯成了这场灾难中最大的失败者。然而,股灾后不久,他就抓住了一次做空美元的机会,最终1987年量子基金的盈利还是达到了14%。03、达利欧:利用决策系统、设计“纯粹阿尔法”基金股灾发生之前,桥水基金创始人达利欧一直研究独门的交易决策系统。最开始交易时,达利欧习惯把每一次用来做决策的标准记录下来,方便交易后回顾。在积攒了很多标准后,他想到如果将这些标准转化为公式,就能利用历史数据对公式进行检测,然后改进不合理的地方。这样一来,他就能得到普适的标准,指导自己的投资决策。桥水最初的利率、股票、外汇和贵金属系统就是这么来的。后来达利欧把这些系统整合到一起,形成了一套决策系统。随着技术发展,达利欧通过量化分析、交易回测,不断校正系统,达利欧发现决策比预测更有用。很快,这套投资决策系统起了作用。在1987年股灾中,达利欧捕捉到了市场崩溃的信号,根据决策系统他决定做空股票。那一年,华尔街上的许多公司破产倒闭,而桥水的利润率达到22%。然而,达利欧并不满足于在股灾中挣到钱。就在1987年10月19日股市崩盘的当天,他找来当时的桥水研究部主管整理《美国货币史:1867—1960》。达利欧想了解19—20世纪美国的货币紧缩以及经济循环的整个过程,希望能从历史中找到未来的答案。他相信只有经常回顾历史,才能避免只关注现实情况的盲点,才能及时感知危机,做出正确的决策。几经市场动荡之后,达利欧意识到想要取得稳定、可靠的收益,可能需要打造一个充满高质量收益流、合理、多样化的资产组合。他想到马科维茨提出的资产配置理论,这个模型可以根据一组资产的类型、预期回报、风险和相关性确定一个最优组合,但是不能告诉你改变其中的一个变量会产生怎么样的渐变效果。于是,达利欧在这个模型的基础上,找人画了一张图,以反映一个资产组合的波动性和质量将会随着不同相关性的投资的增加怎样变化。从这张图中,达利欧发现如果投资组合中包含15—20个良好的、互不关联的收益流,风险就会大大降低,同时又不会减少投资收益。“如果这个在纸面上行得通的理论在实践中也表现良好的话,那会是一个重大的突破”,于是他开始和同事们利用历史数据对这个新方法进行回测,结果显示这种分散配置的方法可以使单位风险收益增长3—5倍。就这样,达利欧找到了“投资的圣杯”,也就是将资本分散投资于许多相关性很低的资产,这样无论在什么市场环境下都可以获得稳定的收益流。根据这种投资策略,达利欧设计了桥水的旗舰基金——“纯粹阿尔法”。自成立以来,这只基金的年均收益率接近 15%。04、彼得•林奇:被恐惧支配的抛售美国股市大崩盘时,麦哲伦基金管理人彼得•林奇正在爱尔兰旅行。从高尔夫球场回到酒店后,林奇把自己锁在房间里,一直在跟公司总部通话,和同事们商量应该抛出哪些股票变现,从而应付巨额的基金赎回。他们先是在伦敦股票市场上抛出了一些英国股票,然后在纽约也大量抛出股票。据统计,林奇管理的麦哲伦基金在1987年10月的赎回份额达到13亿,而出售份额仅有6.89亿,买卖比例达到2:1。仅10月19日一天之内,麦哲伦基金的资产净值就损失了18%,损失高达20亿美元。面对巨额的赎回,林奇抛出了很多股票,但是后来股市的走势让他非常后悔。暴跌后的市场慢慢企稳,到1988年时已经反弹了400多点,回升了23%。林奇后来总结说,即使很恐慌,也应该保持清醒,不应该一下抛售那么多,而是应该逐步减持,这样才能最终获得比那些由于恐慌而将股票全部抛出的投资人更高的投资回报。在1996年接受美国公共电视网的采访时,林奇谈到了自己对于1987年股灾的看法。首先,他认为股灾发生的原因是,无论从历史经验来看,还是从市盈率、股息收益率等统计指标来看,当时的市场都涨得太过头了。第二,人们只记住了股灾的时候股市在两个月的时间里猛跌了1000点,其中一半还是在一天之内跌掉的,却忘记了股灾发生之前的9个月里,股市上涨了1000点。最后,林奇认为,说到底1987年的股灾并不可怕,因为当时的上市企业基本面都很健康,业绩很好、订单充足、资产负债表没问题。05、斯尔必•戴维斯——逆向投资,抄底银行股这一场危机中,斯尔必•戴维斯逆向思维的投资法则使他抓住了宝贵的机会。当时,银行业普遍陷入困境,媒体报道称花旗银行已陷入技术性破产,而富国银行的房贷亏损额一直在上升,花旗银行和富国银行的股价低迷不振。斯尔必利用自己在银行业的人脉开始进行深入的调查。与富国银行内部人士的沟通打消了他的疑虑,而与富国银行总裁卡尔•理查德的交流更是让他坚定了信心,理查德告诉斯尔必:“我自己在这家银行有5000万美元,因此我不会让你失望的。”斯尔必下决心购买了富国银行的股票。当时,花旗银行的状况比富国银行更糟糕,但斯尔必非常看好它的全球化经营,并且也坚信这样的银行会“大而不倒”。因此他也购买了花旗银行的股票,10年后,斯尔必在花旗银行的投资翻了20倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983236580,"gmtCreate":1583268435540,"gmtModify":1704349306324,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"抄天花板了???","listText":"抄天花板了???","text":"抄天花板了???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/983236580","repostId":"2016311141","repostType":2,"repost":{"id":"2016311141","weMediaInfo":{"introduction":"华尔街见闻出品,专注于美股市场。为您提供最重要的资讯数据,最全面的市场动态和最深刻的解读分析。","home_visible":1,"media_name":"见闻IPO","id":"1083533104","head_image":"https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad"},"pubTimestamp":1583252640,"share":"https://www.laohu8.com/m/news/2016311141?lang=&edition=full","pubTime":"2020-03-04 00:24","market":"us","language":"zh","title":"上周五美股暴跌之日,对冲基金疯狂抄底,创十年来最大规模","url":"https://stock-news.laohu8.com/highlight/detail?id=2016311141","media":"见闻IPO","summary":"对投资老手们来说,每次股市暴跌、市场恐慌之时,都是机会。华尔街的对冲基金们当然也不例外。上周,美股创下金融危机以来的最差单周表现,但是美国对冲基金却疯狂抄底。摩根士丹利称,在上周五,对冲基金买入美股已","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/4fc13707c8f96b67060bce7f3c28b731\"/></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对投资老手们来说,每次股市暴跌、市场恐慌之时,都是机会。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>华尔街的对冲基金们当然也不例外。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周,美股创下金融危机以来的最差单周表现,但是美国对冲基金却疯狂抄底。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称,在上周五,对冲基金买入美股已经成为了十年来对冲基金最大规模的一次入场。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利机构经纪部门编制的数据显示,对冲基金在上周四的买入量创下两年多来最大,尽管当时标准普尔500指数下跌了4.4%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周五,对冲基金的买入量更是比周四增加了大约75%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>此时入场,对冲基金是否选对了时机呢?</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>周一美股的反弹的确在一定程度上缓解了市场的担忧,但是摩根士丹利认为,更重要的是要看后市如何发展:</span></p><blockquote cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" start=\"\" yahei=\"\"><p><span>未来市场可能进一步翻转,这也取决于种种因素如何发展。</span></p></blockquote><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利称,两周之前就已经注意到,市场上创纪录高位的杠杆率、投资者跑步入场等因素,而如今对冲基金的涌入,也增加了市场翻转的风险。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在两周前,摩根士丹利尚未看到上周美股的疯狂抛售,而美股近期的表现和对冲基金的入场,更让摩根士丹利担忧,美股可能离一个猛烈下跌越来越近了。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对冲基金大举入市似乎早有准备。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>早在市场崩溃前,对冲基金就加大了对股市的净杠杆率(多头和空头头寸比率)。</span><span>摩根士丹利的数据显示,对冲基金的净杠杆率在2月初的几周内上升了约5%,为多年来最快的扩张之一。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>另外,<a href=\"https://laohu8.com/S/GS\">高盛</a>集团的客户自2019年底以来曾一直保持着杠杆率不变,但2月上旬也提高了杠杆率。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>高盛的数据显示,2月中旬的数据显示,这一比例为48.4%,为过去一年的前95%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这和散户投资者以及趋势交易者的行为形成鲜明对比,对冲基金的管理者认为股票价值在超跌中会相对上升,这也有助于解释为什么股票迅速反弹。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利认为,对冲基金的活跃意味着杠杆的增强,尤其是在上周四和周五两天,做多方向的杠杆率明显加强。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在过去六年中,每当这种情形出现时,对冲基金之后通常会抛售。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利还指出,一个迫在眉睫的风险是,美国股市的总杠杆率(追踪多头和空头头寸的总量)很高,达到了190%,位于2010年以来区间的前86%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>大摩担忧,如果市场动荡持续下去,这可能会带来麻烦,迫使基金经理平仓。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>读完全文后点下“</span><strong>在看</strong><span>”</span></span></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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上周五美股暴跌之日,对冲基金疯狂抄底,创十年来最大规模\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2020-03-04 00:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/4fc13707c8f96b67060bce7f3c28b731\"/></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对投资老手们来说,每次股市暴跌、市场恐慌之时,都是机会。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>华尔街的对冲基金们当然也不例外。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周,美股创下金融危机以来的最差单周表现,但是美国对冲基金却疯狂抄底。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>称,在上周五,对冲基金买入美股已经成为了十年来对冲基金最大规模的一次入场。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利机构经纪部门编制的数据显示,对冲基金在上周四的买入量创下两年多来最大,尽管当时标准普尔500指数下跌了4.4%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>上周五,对冲基金的买入量更是比周四增加了大约75%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>此时入场,对冲基金是否选对了时机呢?</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>周一美股的反弹的确在一定程度上缓解了市场的担忧,但是摩根士丹利认为,更重要的是要看后市如何发展:</span></p><blockquote cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" sans=\"\" sans-serif=\"\" sc=\"\" start=\"\" yahei=\"\"><p><span>未来市场可能进一步翻转,这也取决于种种因素如何发展。</span></p></blockquote><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利称,两周之前就已经注意到,市场上创纪录高位的杠杆率、投资者跑步入场等因素,而如今对冲基金的涌入,也增加了市场翻转的风险。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在两周前,摩根士丹利尚未看到上周美股的疯狂抛售,而美股近期的表现和对冲基金的入场,更让摩根士丹利担忧,美股可能离一个猛烈下跌越来越近了。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>对冲基金大举入市似乎早有准备。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>早在市场崩溃前,对冲基金就加大了对股市的净杠杆率(多头和空头头寸比率)。</span><span>摩根士丹利的数据显示,对冲基金的净杠杆率在2月初的几周内上升了约5%,为多年来最快的扩张之一。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>另外,<a href=\"https://laohu8.com/S/GS\">高盛</a>集团的客户自2019年底以来曾一直保持着杠杆率不变,但2月上旬也提高了杠杆率。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>高盛的数据显示,2月中旬的数据显示,这一比例为48.4%,为过去一年的前95%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>这和散户投资者以及趋势交易者的行为形成鲜明对比,对冲基金的管理者认为股票价值在超跌中会相对上升,这也有助于解释为什么股票迅速反弹。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利认为,对冲基金的活跃意味着杠杆的增强,尤其是在上周四和周五两天,做多方向的杠杆率明显加强。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>在过去六年中,每当这种情形出现时,对冲基金之后通常会抛售。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>摩根士丹利还指出,一个迫在眉睫的风险是,美国股市的总杠杆率(追踪多头和空头头寸的总量)很高,达到了190%,位于2010年以来区间的前86%。</span></p><p cjk=\"\" gb=\"\" han=\"\" hei=\"\" helvetica=\"\" micro=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" yahei=\"\"><span>大摩担忧,如果市场动荡持续下去,这可能会带来麻烦,迫使基金经理平仓。</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><span>读完全文后点下“</span><strong>在看</strong><span>”</span></span></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"TVIX":"二倍做多VIX波动率指数短期期权ETN","VIXY":"波动率短期期货指数ETF","UVXY":"1.5倍做多恐慌指数短期期货ETF","SVXY":"0.5倍做空波动率指数短期期货ETF"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzIzNzQwMDc2MQ==&mid=2247493874&idx=2&sn=6aa032c841ff779e4243eb52155e8e18&chksm=e8cb8f24dfbc063217aa30ab32cdcb4b5235f549f558b0ee81f24fa3fe2f0082037743c25402&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2016311141","content_text":"对投资老手们来说,每次股市暴跌、市场恐慌之时,都是机会。华尔街的对冲基金们当然也不例外。上周,美股创下金融危机以来的最差单周表现,但是美国对冲基金却疯狂抄底。摩根士丹利称,在上周五,对冲基金买入美股已经成为了十年来对冲基金最大规模的一次入场。摩根士丹利机构经纪部门编制的数据显示,对冲基金在上周四的买入量创下两年多来最大,尽管当时标准普尔500指数下跌了4.4%。上周五,对冲基金的买入量更是比周四增加了大约75%。此时入场,对冲基金是否选对了时机呢?周一美股的反弹的确在一定程度上缓解了市场的担忧,但是摩根士丹利认为,更重要的是要看后市如何发展:未来市场可能进一步翻转,这也取决于种种因素如何发展。摩根士丹利称,两周之前就已经注意到,市场上创纪录高位的杠杆率、投资者跑步入场等因素,而如今对冲基金的涌入,也增加了市场翻转的风险。在两周前,摩根士丹利尚未看到上周美股的疯狂抛售,而美股近期的表现和对冲基金的入场,更让摩根士丹利担忧,美股可能离一个猛烈下跌越来越近了。对冲基金大举入市似乎早有准备。早在市场崩溃前,对冲基金就加大了对股市的净杠杆率(多头和空头头寸比率)。摩根士丹利的数据显示,对冲基金的净杠杆率在2月初的几周内上升了约5%,为多年来最快的扩张之一。另外,高盛集团的客户自2019年底以来曾一直保持着杠杆率不变,但2月上旬也提高了杠杆率。高盛的数据显示,2月中旬的数据显示,这一比例为48.4%,为过去一年的前95%。这和散户投资者以及趋势交易者的行为形成鲜明对比,对冲基金的管理者认为股票价值在超跌中会相对上升,这也有助于解释为什么股票迅速反弹。摩根士丹利认为,对冲基金的活跃意味着杠杆的增强,尤其是在上周四和周五两天,做多方向的杠杆率明显加强。在过去六年中,每当这种情形出现时,对冲基金之后通常会抛售。摩根士丹利还指出,一个迫在眉睫的风险是,美国股市的总杠杆率(追踪多头和空头头寸的总量)很高,达到了190%,位于2010年以来区间的前86%。大摩担忧,如果市场动荡持续下去,这可能会带来麻烦,迫使基金经理平仓。读完全文后点下“在看”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980416242,"gmtCreate":1582588498686,"gmtModify":1704346875681,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"中国已经具有丰富的经验,能够应付得了这次无硝烟的战争,不要怕,有我们技术支持,没有过不去的坎","listText":"中国已经具有丰富的经验,能够应付得了这次无硝烟的战争,不要怕,有我们技术支持,没有过不去的坎","text":"中国已经具有丰富的经验,能够应付得了这次无硝烟的战争,不要怕,有我们技术支持,没有过不去的坎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980416242","repostId":"1106290593","repostType":4,"repost":{"id":"1106290593","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":1582587719,"share":"https://www.laohu8.com/m/news/1106290593?lang=&edition=full","pubTime":"2020-02-25 07:41","market":"us","language":"zh","title":"外媒头条:新冠病毒疫情担忧加剧 ,美股重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1106290593","media":"老虎资讯综合","summary":"路透社:新冠病毒疫情担忧加剧 美股重挫金融时报: 10年期美国国债收益率逼近历史低位彭博社:短短两日 美股蒸发逾万亿美元CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹华尔街日报:制药商Mode","content":"<blockquote><b>路透社:新冠病毒疫情担忧加剧 美股重挫</b></blockquote><blockquote><b>金融时报: 10年期美国国债收益率逼近历史低位</b></blockquote><blockquote><b>彭博社:短短两日 美股蒸发逾万亿美元</b></blockquote><blockquote><b>CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹</b></blockquote><blockquote><b>华尔街日报:制药商Moderna发送首批将进行人体测试的实验性新冠病毒疫苗</b></blockquote><p><b>路透社:新冠病毒疫情担忧加剧 美股重挫</b><img src=\"https://static.tigerbbs.com/34cc69773ac42dd8c6ea0d864bf6d06c\" /></p><p>中国以外地区的新兴冠状病毒感染病例大增,令投资者担心疫情可能流行进而打击全球经济,美国三大股指本周一集体大跌。道指重挫千余点,为史上第三次单日跌幅超千点,并且百分比跌幅和标普500一样,均为2018年2月以来最大。标普和道指均回吐今年以来所有累计涨幅,转为累计下跌。标普和道指分别跌破50日和100日移动均线水平。</p><p>道指收跌1031.61点,跌幅3.56%,收报27960.8点,标普500收跌3.35%,收报3225.89点。纳指收跌3.71%,收报9221.28点。标普500的11大板块集体收跌,能源板块跌4.7%领跌,紧随其后的是跌4.2%的科技板块。</p><p>数据显示,今年1月,iPhone在华销量剧减三分之一。苹果周一跌4.8%。受中国影响的芯片股普跌。费城半导体指数跌4.8%。NYSE Arca航空指数跌6%。</p><p>衡量美股波动率的恐慌指数Cboe VIX录得2018年2月以来最大单日涨幅,收报25.03,创去年1月以来新高。</p><p><b>金融时报: 10年期美国国债收益率逼近历史低位</b><img src=\"https://static.tigerbbs.com/ac2020b77282cd35ea1525cf22a38959\" /></p><p>由于新兴冠状病毒传播引发投资者冲入政府债券市场避险,以及一些投资者押注美联储今年春季就会降息,本周一,基准10年期美国国债收益率重挫11个基点,降至1.37%,距离2016年英国公投脱欧后创下的历史最低位1.32%一步之遥。</p><p>因10年期美债收益率急剧下行,被投资者视为衰退预警信号的美国国债收益率曲线出现倒挂,倒挂幅度为去年10月以来最大。周一当天,3个月与10年期美债息差达到-18个基点。</p><p>收益率曲线倒挂是指长期美债收益率低于短期美债,过去50年,这种倒挂会在经济衰退以前出现,因此它成为交易者预测衰退必然关注的一个指标。</p><p>将近一年前,美债收益率曲线就曾出现倒挂,自去年年中以来,又多次发生倒挂。</p><p>除了对疫情影响经济的恐慌,投资者现在还越来越相信,美联储将被迫提前采取降息的货币宽松行动。芝商所(CME)数据显示,今年初,交易者预计美联储下半年降息的几率为25%,本周一,他们预计4月就降息的几率已经升至将近50%。</p><p>此外,在市场避险情绪推动下,今年以来,美元汇率上涨将近3%。</p><p>德意志银行分析师本周一报告称,美联储不可能容忍美元进一步走强和收益率倒挂加剧。我们认为,美国的政策环境太紧张,今年内降息的风险越来越高。</p><p><b>彭博社:短短两日 美股蒸发逾万亿美元</b><img src=\"https://static.tigerbbs.com/2dd89466eaf3d53bcbaee99d2b0b254a\" /></p><p>新兴冠状病毒的蔓延颠覆全球增长的预期。短短两个交易日,美国股市的市值就蒸发了1.3万亿美元,两日损失的市值创史上最高纪录。去年全年美股增加的市值也不过6万亿美元。</p><p>五天前,标普500今年以来还累计上涨,截至本周一收盘,已经累计下跌将近5%。也是在五天前,纳指曾经有望本月创二十年来最大月度涨幅,到本周一只是勉强保住了本月的累计上涨。衡量美股波动的恐慌指数VIX本周一创下了14个月新高。</p><p>富时罗素的全球市场研究董事总经理Alec Young评论称,市场的不确定性达到了我们很久不见的很高水平,这让投资者有点恐慌。建议大家,等到尘埃落定。</p><p><b>CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹</b><img src=\"https://static.tigerbbs.com/535b2ba6a02ee4bb00f061ae7b53fff2\" /></p><p>周一美股惨遭血洗,三大股指均跌超3%。Bespoke Investment Group统计,周一是标普500史上第19次单日跌幅超过2%,上一次跌超2%是在2009年3月。根据此前的表现,在跌超2%后,标普一般都会反弹,次日平均涨幅1.02%.</p><p>在标普过去18次跌超2%的交易日之中,有17日都在此后一周累计上涨,平均单周涨幅为3.16%,且在此后一个月平均累涨6.08%。</p><p><b>华尔街日报:制药商Moderna发送首批将进行人体测试的实验性新冠病毒疫苗</b><img src=\"https://static.tigerbbs.com/43827add3853cbc9a9f2c25b3ae5d1c5\" /></p><p>美东时间本周一,美国制药商Moderna Inc.表示,将首批在麻省Norwood工厂生产的新型冠状病毒疫苗送达马里兰州的美国国家卫生研究院(NIAID)。这是首次用于人体测试的针对新型冠状病毒的实验性疫苗,它可能帮助抗击该病毒疫情。</p><p>NIAID预计,在今年4月末以前,美国政府研究人员将开始对约20到25名健康的志愿者开展临床试验,测试二十只疫苗试剂是否能安全地让人体产生免疫,防止新兴冠状病毒的感染。</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>外媒头条:新冠病毒疫情担忧加剧 ,美股重挫</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; 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{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:新冠病毒疫情担忧加剧 ,美股重挫\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\">2020-02-25 07:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>路透社:新冠病毒疫情担忧加剧 美股重挫</b></blockquote><blockquote><b>金融时报: 10年期美国国债收益率逼近历史低位</b></blockquote><blockquote><b>彭博社:短短两日 美股蒸发逾万亿美元</b></blockquote><blockquote><b>CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹</b></blockquote><blockquote><b>华尔街日报:制药商Moderna发送首批将进行人体测试的实验性新冠病毒疫苗</b></blockquote><p><b>路透社:新冠病毒疫情担忧加剧 美股重挫</b><img src=\"https://static.tigerbbs.com/34cc69773ac42dd8c6ea0d864bf6d06c\" /></p><p>中国以外地区的新兴冠状病毒感染病例大增,令投资者担心疫情可能流行进而打击全球经济,美国三大股指本周一集体大跌。道指重挫千余点,为史上第三次单日跌幅超千点,并且百分比跌幅和标普500一样,均为2018年2月以来最大。标普和道指均回吐今年以来所有累计涨幅,转为累计下跌。标普和道指分别跌破50日和100日移动均线水平。</p><p>道指收跌1031.61点,跌幅3.56%,收报27960.8点,标普500收跌3.35%,收报3225.89点。纳指收跌3.71%,收报9221.28点。标普500的11大板块集体收跌,能源板块跌4.7%领跌,紧随其后的是跌4.2%的科技板块。</p><p>数据显示,今年1月,iPhone在华销量剧减三分之一。苹果周一跌4.8%。受中国影响的芯片股普跌。费城半导体指数跌4.8%。NYSE Arca航空指数跌6%。</p><p>衡量美股波动率的恐慌指数Cboe VIX录得2018年2月以来最大单日涨幅,收报25.03,创去年1月以来新高。</p><p><b>金融时报: 10年期美国国债收益率逼近历史低位</b><img src=\"https://static.tigerbbs.com/ac2020b77282cd35ea1525cf22a38959\" /></p><p>由于新兴冠状病毒传播引发投资者冲入政府债券市场避险,以及一些投资者押注美联储今年春季就会降息,本周一,基准10年期美国国债收益率重挫11个基点,降至1.37%,距离2016年英国公投脱欧后创下的历史最低位1.32%一步之遥。</p><p>因10年期美债收益率急剧下行,被投资者视为衰退预警信号的美国国债收益率曲线出现倒挂,倒挂幅度为去年10月以来最大。周一当天,3个月与10年期美债息差达到-18个基点。</p><p>收益率曲线倒挂是指长期美债收益率低于短期美债,过去50年,这种倒挂会在经济衰退以前出现,因此它成为交易者预测衰退必然关注的一个指标。</p><p>将近一年前,美债收益率曲线就曾出现倒挂,自去年年中以来,又多次发生倒挂。</p><p>除了对疫情影响经济的恐慌,投资者现在还越来越相信,美联储将被迫提前采取降息的货币宽松行动。芝商所(CME)数据显示,今年初,交易者预计美联储下半年降息的几率为25%,本周一,他们预计4月就降息的几率已经升至将近50%。</p><p>此外,在市场避险情绪推动下,今年以来,美元汇率上涨将近3%。</p><p>德意志银行分析师本周一报告称,美联储不可能容忍美元进一步走强和收益率倒挂加剧。我们认为,美国的政策环境太紧张,今年内降息的风险越来越高。</p><p><b>彭博社:短短两日 美股蒸发逾万亿美元</b><img src=\"https://static.tigerbbs.com/2dd89466eaf3d53bcbaee99d2b0b254a\" /></p><p>新兴冠状病毒的蔓延颠覆全球增长的预期。短短两个交易日,美国股市的市值就蒸发了1.3万亿美元,两日损失的市值创史上最高纪录。去年全年美股增加的市值也不过6万亿美元。</p><p>五天前,标普500今年以来还累计上涨,截至本周一收盘,已经累计下跌将近5%。也是在五天前,纳指曾经有望本月创二十年来最大月度涨幅,到本周一只是勉强保住了本月的累计上涨。衡量美股波动的恐慌指数VIX本周一创下了14个月新高。</p><p>富时罗素的全球市场研究董事总经理Alec Young评论称,市场的不确定性达到了我们很久不见的很高水平,这让投资者有点恐慌。建议大家,等到尘埃落定。</p><p><b>CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹</b><img src=\"https://static.tigerbbs.com/535b2ba6a02ee4bb00f061ae7b53fff2\" /></p><p>周一美股惨遭血洗,三大股指均跌超3%。Bespoke Investment Group统计,周一是标普500史上第19次单日跌幅超过2%,上一次跌超2%是在2009年3月。根据此前的表现,在跌超2%后,标普一般都会反弹,次日平均涨幅1.02%.</p><p>在标普过去18次跌超2%的交易日之中,有17日都在此后一周累计上涨,平均单周涨幅为3.16%,且在此后一个月平均累涨6.08%。</p><p><b>华尔街日报:制药商Moderna发送首批将进行人体测试的实验性新冠病毒疫苗</b><img src=\"https://static.tigerbbs.com/43827add3853cbc9a9f2c25b3ae5d1c5\" /></p><p>美东时间本周一,美国制药商Moderna Inc.表示,将首批在麻省Norwood工厂生产的新型冠状病毒疫苗送达马里兰州的美国国家卫生研究院(NIAID)。这是首次用于人体测试的针对新型冠状病毒的实验性疫苗,它可能帮助抗击该病毒疫情。</p><p>NIAID预计,在今年4月末以前,美国政府研究人员将开始对约20到25名健康的志愿者开展临床试验,测试二十只疫苗试剂是否能安全地让人体产生免疫,防止新兴冠状病毒的感染。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd9800618f238c2b9206b199a5895341","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106290593","content_text":"路透社:新冠病毒疫情担忧加剧 美股重挫金融时报: 10年期美国国债收益率逼近历史低位彭博社:短短两日 美股蒸发逾万亿美元CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹华尔街日报:制药商Moderna发送首批将进行人体测试的实验性新冠病毒疫苗路透社:新冠病毒疫情担忧加剧 美股重挫中国以外地区的新兴冠状病毒感染病例大增,令投资者担心疫情可能流行进而打击全球经济,美国三大股指本周一集体大跌。道指重挫千余点,为史上第三次单日跌幅超千点,并且百分比跌幅和标普500一样,均为2018年2月以来最大。标普和道指均回吐今年以来所有累计涨幅,转为累计下跌。标普和道指分别跌破50日和100日移动均线水平。道指收跌1031.61点,跌幅3.56%,收报27960.8点,标普500收跌3.35%,收报3225.89点。纳指收跌3.71%,收报9221.28点。标普500的11大板块集体收跌,能源板块跌4.7%领跌,紧随其后的是跌4.2%的科技板块。数据显示,今年1月,iPhone在华销量剧减三分之一。苹果周一跌4.8%。受中国影响的芯片股普跌。费城半导体指数跌4.8%。NYSE Arca航空指数跌6%。衡量美股波动率的恐慌指数Cboe VIX录得2018年2月以来最大单日涨幅,收报25.03,创去年1月以来新高。金融时报: 10年期美国国债收益率逼近历史低位由于新兴冠状病毒传播引发投资者冲入政府债券市场避险,以及一些投资者押注美联储今年春季就会降息,本周一,基准10年期美国国债收益率重挫11个基点,降至1.37%,距离2016年英国公投脱欧后创下的历史最低位1.32%一步之遥。因10年期美债收益率急剧下行,被投资者视为衰退预警信号的美国国债收益率曲线出现倒挂,倒挂幅度为去年10月以来最大。周一当天,3个月与10年期美债息差达到-18个基点。收益率曲线倒挂是指长期美债收益率低于短期美债,过去50年,这种倒挂会在经济衰退以前出现,因此它成为交易者预测衰退必然关注的一个指标。将近一年前,美债收益率曲线就曾出现倒挂,自去年年中以来,又多次发生倒挂。除了对疫情影响经济的恐慌,投资者现在还越来越相信,美联储将被迫提前采取降息的货币宽松行动。芝商所(CME)数据显示,今年初,交易者预计美联储下半年降息的几率为25%,本周一,他们预计4月就降息的几率已经升至将近50%。此外,在市场避险情绪推动下,今年以来,美元汇率上涨将近3%。德意志银行分析师本周一报告称,美联储不可能容忍美元进一步走强和收益率倒挂加剧。我们认为,美国的政策环境太紧张,今年内降息的风险越来越高。彭博社:短短两日 美股蒸发逾万亿美元新兴冠状病毒的蔓延颠覆全球增长的预期。短短两个交易日,美国股市的市值就蒸发了1.3万亿美元,两日损失的市值创史上最高纪录。去年全年美股增加的市值也不过6万亿美元。五天前,标普500今年以来还累计上涨,截至本周一收盘,已经累计下跌将近5%。也是在五天前,纳指曾经有望本月创二十年来最大月度涨幅,到本周一只是勉强保住了本月的累计上涨。衡量美股波动的恐慌指数VIX本周一创下了14个月新高。富时罗素的全球市场研究董事总经理Alec Young评论称,市场的不确定性达到了我们很久不见的很高水平,这让投资者有点恐慌。建议大家,等到尘埃落定。CNBC:周二反转?机构称美股在如此大跌后往往迅速反弹周一美股惨遭血洗,三大股指均跌超3%。Bespoke Investment Group统计,周一是标普500史上第19次单日跌幅超过2%,上一次跌超2%是在2009年3月。根据此前的表现,在跌超2%后,标普一般都会反弹,次日平均涨幅1.02%.在标普过去18次跌超2%的交易日之中,有17日都在此后一周累计上涨,平均单周涨幅为3.16%,且在此后一个月平均累涨6.08%。华尔街日报:制药商Moderna发送首批将进行人体测试的实验性新冠病毒疫苗美东时间本周一,美国制药商Moderna Inc.表示,将首批在麻省Norwood工厂生产的新型冠状病毒疫苗送达马里兰州的美国国家卫生研究院(NIAID)。这是首次用于人体测试的针对新型冠状病毒的实验性疫苗,它可能帮助抗击该病毒疫情。NIAID预计,在今年4月末以前,美国政府研究人员将开始对约20到25名健康的志愿者开展临床试验,测试二十只疫苗试剂是否能安全地让人体产生免疫,防止新兴冠状病毒的感染。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917855106,"gmtCreate":1581693822805,"gmtModify":1704345046129,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZGYHU\">$Yunhong International(ZGYHU)$</a>这票没人哦,","listText":"<a href=\"https://laohu8.com/S/ZGYHU\">$Yunhong International(ZGYHU)$</a>这票没人哦,","text":"$Yunhong International(ZGYHU)$这票没人哦,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917855106","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915699921,"gmtCreate":1580812224963,"gmtModify":1704342368860,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"一时的恐慌,不要紧,马上回归稳定","listText":"一时的恐慌,不要紧,马上回归稳定","text":"一时的恐慌,不要紧,马上回归稳定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915699921","repostId":"1179856499","repostType":4,"repost":{"id":"1179856499","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":1580806236,"share":"https://www.laohu8.com/m/news/1179856499?lang=&edition=full","pubTime":"2020-02-04 16:50","market":"sh","language":"zh","title":"市场综述:恐慌快速释放!港A两市回归正轨","url":"https://stock-news.laohu8.com/highlight/detail?id=1179856499","media":"老虎资讯综合","summary":"港股今日港股市场反弹,主要股指皆升超1%。截至收盘,恒指涨1.21%,报26675.98点。国指涨1.63%,报10435.36点。主板全日成交1358.55亿港元,港股通净流入42.2亿港元。从板块","content":"<p><b>港股</b></p><p>今日港股市场反弹,主要股指皆升超1%。截至收盘,恒指涨1.21%,报26675.98点。国指涨1.63%,报10435.36点。主板全日成交1358.55亿港元,港股通净流入42.2亿港元。</p><p><img src=\"https://static.tigerbbs.com/f42f90bb45bad375af5e3eea84b4596a\" /></p><p>从板块表现看,游戏软件股集体爆发,阿里概念、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念、医疗器械、物业管理股普涨、餐饮股、影视娱乐反弹,濠赌股跌幅居前,燃气股、电力股等少数板块小幅下跌。</p><p>个股方面,舜宇大涨近5%领涨恒指;<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>大涨4.6%;<a href=\"https://laohu8.com/S/00700\">腾讯</a>亦大涨3.42%支撑大市上涨;中生制药、<a href=\"https://laohu8.com/S/01088\">中国神华</a>、<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、港交所、<a href=\"https://laohu8.com/S/02388\">中银香港</a>皆走强;<a href=\"https://laohu8.com/S/00027\">银河娱乐</a>跌逾2%表现较弱,金沙中国跌近2%;<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/00291\">华润啤酒</a>大涨近6%领衔国指成份股;港股通标的股<a href=\"https://laohu8.com/S/01797\">新东方在线</a>大涨13.6%,<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>升8.51%,<a href=\"https://laohu8.com/S/01060\">阿里影业</a>此前连跌,今日反弹7.69%。药品股依旧强势,<a href=\"https://laohu8.com/S/00950\">李氏大药厂</a>飙升36%,<a href=\"https://laohu8.com/S/01513\">丽珠医药</a>、<a href=\"https://laohu8.com/S/03933\">联邦制药</a>、<a href=\"https://laohu8.com/S/00874\">白云山</a>、<a href=\"https://laohu8.com/S/00570\">中国中药</a>皆上涨。</p><p><b>A股</b></p><p>沪深两市今天低开高走,创业板指放量大涨近5%,逼近昨日跳空缺口,市场情绪明显有所回暖,两市超百股涨停,跌停数量缩窄至百家。</p><p><img src=\"https://static.tigerbbs.com/1131abbe1d36caf0048ae30dddc3a8d1\" /></p><p>从盘面来看,抗病毒概念股小幅分化,特斯拉、口罩、在线教育、云办公均上演涨停潮,科技股也大幅回暖,<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>等科技蓝筹股也大幅走高。</p><p>截至收盘,沪指涨1.34%报2783点,深成指涨3.17%报10089点,创业板指涨4.84%报1882点。沪股通净流入13亿元,深股通净流入66亿元。</p><p><b>美股</b></p><p>美国三大股指期货盘前全线上涨,截至发稿,道指期货<span>涨</span>0.96%;标普500指数期货<span>涨</span>1.01%;纳斯达克100指数期货<span>涨</span>1.13%。 </p><p><img src=\"https://static.tigerbbs.com/5f6e8ec008dda0780c3b7ea00a8bdd7f\" /></p><p>来源:英为财情Investing.com</p><p><span>美股部分中概股盘前走高,阿里巴巴与蔚来涨近3%,瑞幸咖啡涨近5%,京东涨2.45%。</span></p><p><b>欧股</b></p><p>欧洲主要指数多数上涨,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数<span>涨</span>1.49%,德国DAX30指数<span>涨</span>1.00%,欧洲斯托克50指数<span>涨</span>0.99%。</p><p><img src=\"https://static.tigerbbs.com/4ad1b52380a578331453da3afff15fb7\" /></p><p>来源:英为财情Investing.com</p><p><b>原油</b></p><p>国际油价日内上涨,美油报50.69美元/桶,日内涨幅1.16%;布油现报54.75美元/桶,日内涨幅0.55%。</p><p>原油市场,对需求的担忧继续打压油价,但全球股市反弹,油价也存在一些反弹机会。</p><p><b>黄金</b></p><p><span>现货黄金则暂时承压1580关口下方</span>,金价现报1568.70美元/盎司,日内跌幅0.47%。</p><p>美元的上涨和欧美股市的反弹令金价承压,金价短线偏向震荡下行。</p>","collect":0,"html":"<!DOCTYPE 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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市场综述:恐慌快速释放!港A两市回归正轨\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\">2020-02-04 16:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>港股</b></p><p>今日港股市场反弹,主要股指皆升超1%。截至收盘,恒指涨1.21%,报26675.98点。国指涨1.63%,报10435.36点。主板全日成交1358.55亿港元,港股通净流入42.2亿港元。</p><p><img src=\"https://static.tigerbbs.com/f42f90bb45bad375af5e3eea84b4596a\" /></p><p>从板块表现看,游戏软件股集体爆发,阿里概念、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念、医疗器械、物业管理股普涨、餐饮股、影视娱乐反弹,濠赌股跌幅居前,燃气股、电力股等少数板块小幅下跌。</p><p>个股方面,舜宇大涨近5%领涨恒指;<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>大涨4.6%;<a href=\"https://laohu8.com/S/00700\">腾讯</a>亦大涨3.42%支撑大市上涨;中生制药、<a href=\"https://laohu8.com/S/01088\">中国神华</a>、<a href=\"https://laohu8.com/S/02318\">中国平安</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、港交所、<a href=\"https://laohu8.com/S/02388\">中银香港</a>皆走强;<a href=\"https://laohu8.com/S/00027\">银河娱乐</a>跌逾2%表现较弱,金沙中国跌近2%;<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/00291\">华润啤酒</a>大涨近6%领衔国指成份股;港股通标的股<a href=\"https://laohu8.com/S/01797\">新东方在线</a>大涨13.6%,<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>升8.51%,<a href=\"https://laohu8.com/S/01060\">阿里影业</a>此前连跌,今日反弹7.69%。药品股依旧强势,<a href=\"https://laohu8.com/S/00950\">李氏大药厂</a>飙升36%,<a href=\"https://laohu8.com/S/01513\">丽珠医药</a>、<a href=\"https://laohu8.com/S/03933\">联邦制药</a>、<a href=\"https://laohu8.com/S/00874\">白云山</a>、<a href=\"https://laohu8.com/S/00570\">中国中药</a>皆上涨。</p><p><b>A股</b></p><p>沪深两市今天低开高走,创业板指放量大涨近5%,逼近昨日跳空缺口,市场情绪明显有所回暖,两市超百股涨停,跌停数量缩窄至百家。</p><p><img src=\"https://static.tigerbbs.com/1131abbe1d36caf0048ae30dddc3a8d1\" /></p><p>从盘面来看,抗病毒概念股小幅分化,特斯拉、口罩、在线教育、云办公均上演涨停潮,科技股也大幅回暖,<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>、<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>等科技蓝筹股也大幅走高。</p><p>截至收盘,沪指涨1.34%报2783点,深成指涨3.17%报10089点,创业板指涨4.84%报1882点。沪股通净流入13亿元,深股通净流入66亿元。</p><p><b>美股</b></p><p>美国三大股指期货盘前全线上涨,截至发稿,道指期货<span>涨</span>0.96%;标普500指数期货<span>涨</span>1.01%;纳斯达克100指数期货<span>涨</span>1.13%。 </p><p><img src=\"https://static.tigerbbs.com/5f6e8ec008dda0780c3b7ea00a8bdd7f\" /></p><p>来源:英为财情Investing.com</p><p><span>美股部分中概股盘前走高,阿里巴巴与蔚来涨近3%,瑞幸咖啡涨近5%,京东涨2.45%。</span></p><p><b>欧股</b></p><p>欧洲主要指数多数上涨,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数<span>涨</span>1.49%,德国DAX30指数<span>涨</span>1.00%,欧洲斯托克50指数<span>涨</span>0.99%。</p><p><img src=\"https://static.tigerbbs.com/4ad1b52380a578331453da3afff15fb7\" /></p><p>来源:英为财情Investing.com</p><p><b>原油</b></p><p>国际油价日内上涨,美油报50.69美元/桶,日内涨幅1.16%;布油现报54.75美元/桶,日内涨幅0.55%。</p><p>原油市场,对需求的担忧继续打压油价,但全球股市反弹,油价也存在一些反弹机会。</p><p><b>黄金</b></p><p><span>现货黄金则暂时承压1580关口下方</span>,金价现报1568.70美元/盎司,日内跌幅0.47%。</p><p>美元的上涨和欧美股市的反弹令金价承压,金价短线偏向震荡下行。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".DJI":"道琼斯","000001.SH":"上证指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179856499","content_text":"港股今日港股市场反弹,主要股指皆升超1%。截至收盘,恒指涨1.21%,报26675.98点。国指涨1.63%,报10435.36点。主板全日成交1358.55亿港元,港股通净流入42.2亿港元。从板块表现看,游戏软件股集体爆发,阿里概念、特斯拉概念、医疗器械、物业管理股普涨、餐饮股、影视娱乐反弹,濠赌股跌幅居前,燃气股、电力股等少数板块小幅下跌。个股方面,舜宇大涨近5%领涨恒指;蒙牛乳业大涨4.6%;腾讯亦大涨3.42%支撑大市上涨;中生制药、中国神华、中国平安、吉利汽车、港交所、中银香港皆走强;银河娱乐跌逾2%表现较弱,金沙中国跌近2%;比亚迪电子、华润啤酒大涨近6%领衔国指成份股;港股通标的股新东方在线大涨13.6%,赣锋锂业升8.51%,阿里影业此前连跌,今日反弹7.69%。药品股依旧强势,李氏大药厂飙升36%,丽珠医药、联邦制药、白云山、中国中药皆上涨。A股沪深两市今天低开高走,创业板指放量大涨近5%,逼近昨日跳空缺口,市场情绪明显有所回暖,两市超百股涨停,跌停数量缩窄至百家。从盘面来看,抗病毒概念股小幅分化,特斯拉、口罩、在线教育、云办公均上演涨停潮,科技股也大幅回暖,北方华创、韦尔股份、闻泰科技等科技蓝筹股也大幅走高。截至收盘,沪指涨1.34%报2783点,深成指涨3.17%报10089点,创业板指涨4.84%报1882点。沪股通净流入13亿元,深股通净流入66亿元。美股美国三大股指期货盘前全线上涨,截至发稿,道指期货涨0.96%;标普500指数期货涨1.01%;纳斯达克100指数期货涨1.13%。 来源:英为财情Investing.com美股部分中概股盘前走高,阿里巴巴与蔚来涨近3%,瑞幸咖啡涨近5%,京东涨2.45%。欧股欧洲主要指数多数上涨,英国富时100指数涨1.49%,德国DAX30指数涨1.00%,欧洲斯托克50指数涨0.99%。来源:英为财情Investing.com原油国际油价日内上涨,美油报50.69美元/桶,日内涨幅1.16%;布油现报54.75美元/桶,日内涨幅0.55%。原油市场,对需求的担忧继续打压油价,但全球股市反弹,油价也存在一些反弹机会。黄金现货黄金则暂时承压1580关口下方,金价现报1568.70美元/盎司,日内跌幅0.47%。美元的上涨和欧美股市的反弹令金价承压,金价短线偏向震荡下行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912425185,"gmtCreate":1580399480747,"gmtModify":1704341500544,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"截图,我去举报了","listText":"截图,我去举报了","text":"截图,我去举报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912425185","repostId":"1139503311","repostType":4,"repost":{"id":"1139503311","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1580369141,"share":"https://www.laohu8.com/m/news/1139503311?lang=&edition=full","pubTime":"2020-01-30 15:25","market":"sh","language":"zh","title":"“新冠”疫情不可怕!我们该全面操心经济了","url":"https://stock-news.laohu8.com/highlight/detail?id=1139503311","media":"格隆汇","summary":"企业,尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。","content":"<p><img src=\"https://static.tigerbbs.com/791a7ad4ff412aa090638a75f9ee16aa\" /></p><p><b><span>直接说重点:</span></b></p><p><span>1,只要地方官吏放下了所谓的面子与政绩,新冠就一定会控制住。时间问题。</span><b><span>所有可预判的问题都不可怕,包括新冠</span></b><span>。</span></p><p><span>2,现在开始,我们应该自上而下,全面操心经济。经济不可能一直停下去。企业,尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。</span><b><span>家庭的资产负债表再恶化,家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长,一口气缓不过来,这个企业就可能没有回头路了</span></b><span>。救它们,更需要争分夺秒;</span></p><p><span>3,2003年非典,四个季度GDP增速分别为11.1%、9.1%、10%和10%,非典主要影响了2季度GDP增速约1.5个百分点。全年看,受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%,也即非典大致影响当年GDP增速0.3—0.5个百分点,并不算大。</span><b><span>绝大多数人正是依据SARS的经验来判断新冠对经济的影响,但这会带来重大误判与误导;</span></b></p><p><span>4,</span><span><b>2003年,中国经济还是一个睡凉席都不感冒的二十岁小伙</b></span><span>。彼时GDP总量仅11.7万亿,2019年已是99万亿。而且,彼时最易受病毒冲击的三产规模不大,其增加值占GDP比重仅为32%,三分之一不到。但同样的数据,2019年已经达到54%,超过一半——仅按这个数据,</span><span><b>新冠就可以轻松拉低全年GDP一个点。</b></span></p><p><span>更关键的是,</span><span><b>2003年中国刚加入WTO不久</b></span><span>,正在全面享受融入全球分工与市场的红利——</span><span><b>这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件,同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段,内外的修复能力与上升动能都堪称充足。</b></span></p><p><span>但现如今的经济身体素质,早已今非昔比。具体数据我不展开了,在我过去的分析里很详尽;</span></p><p><span>5,</span><span><b>还有一个巨大的黑天鹅变量,多数人都还没有纳入考量模型</b></span><span>。世卫组织(WHO)将于近日召开紧急会议,以确定是否把中国新冠纳入“国际关注的突发公共卫生事件" ——用普通话粗暴翻译,就是是否把中国纳入疫区,而考量的核心因素,就是病毒持续人传人的能力。事实上,柳叶刀确定的新冠病毒R值(平均每个病毒患者(携带者)要传染的人数)为2.90——3.1,远超非典1.77和1.85的R值。</span></p><p><span>纳入公共卫生事件,意味着如果没有大规模的应对行动,疫情将无法被妥善控制 。</span><b><span>这个纳入是一把双刃剑</span></b><span>,一方面有助于全世界高度重视疫情防控,疫区国家也能得到更多支援,但另一方面,</span><span><b>世界其他国家大概率会对疫区实行旅行和贸易限制,形同实际意义上的经济制裁</b></span><span>。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入,最近一次是去年七月针对刚果(金)的埃博拉疫情,该疫情超过2500例感染。</span></p><p><span>6,回到我文首说的,新冠并不可怕,现在我们自上而下,应该开始全方位操心经济,行动越快越好。</span><b><span>乱世重典,现在小修小补已于事无补</span></b><span>。</span></p><p><b><span>我的建议是:</span></b></p><p><b><span>首先,动用所有官方力量与<a href=\"https://laohu8.com/S/01051\">国际资源</a>,绝对不能让WHO将新冠纳入公共卫生事件,绝对不能;</span></b></p><p><b><span>其次,捆住地方政府的手,缩减和砍削所有基建开支,将钱通过退税和补贴的方式,直接返还给企业与个人,以最大程度修复家庭和企业的资产负债表,增加民间投资与消费信心;</span></b></p><p><b><span>第三,才是大规模减税。税收返还是即期的,减税是未来,于当下,助力不大。当下是要输血救人。</span></b></p><p><b><span>第四,才是考虑增加财政赤字到3以上,让政府花钱</span></b><span>。没有前面的输血,老套路的政府花钱,极大可能吃力不讨好——企业太虚,根本无力承接。</span></p><p><b><span>7,再强调一遍:</span></b></p><p><b><span>经济是主战场!</span></b></p><p><b><span>有经济,才有未来!</span></b></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>“新冠”疫情不可怕!我们该全面操心经济了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“新冠”疫情不可怕!我们该全面操心经济了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2020-01-30 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/791a7ad4ff412aa090638a75f9ee16aa\" /></p><p><b><span>直接说重点:</span></b></p><p><span>1,只要地方官吏放下了所谓的面子与政绩,新冠就一定会控制住。时间问题。</span><b><span>所有可预判的问题都不可怕,包括新冠</span></b><span>。</span></p><p><span>2,现在开始,我们应该自上而下,全面操心经济。经济不可能一直停下去。企业,尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。</span><b><span>家庭的资产负债表再恶化,家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长,一口气缓不过来,这个企业就可能没有回头路了</span></b><span>。救它们,更需要争分夺秒;</span></p><p><span>3,2003年非典,四个季度GDP增速分别为11.1%、9.1%、10%和10%,非典主要影响了2季度GDP增速约1.5个百分点。全年看,受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%,也即非典大致影响当年GDP增速0.3—0.5个百分点,并不算大。</span><b><span>绝大多数人正是依据SARS的经验来判断新冠对经济的影响,但这会带来重大误判与误导;</span></b></p><p><span>4,</span><span><b>2003年,中国经济还是一个睡凉席都不感冒的二十岁小伙</b></span><span>。彼时GDP总量仅11.7万亿,2019年已是99万亿。而且,彼时最易受病毒冲击的三产规模不大,其增加值占GDP比重仅为32%,三分之一不到。但同样的数据,2019年已经达到54%,超过一半——仅按这个数据,</span><span><b>新冠就可以轻松拉低全年GDP一个点。</b></span></p><p><span>更关键的是,</span><span><b>2003年中国刚加入WTO不久</b></span><span>,正在全面享受融入全球分工与市场的红利——</span><span><b>这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件,同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段,内外的修复能力与上升动能都堪称充足。</b></span></p><p><span>但现如今的经济身体素质,早已今非昔比。具体数据我不展开了,在我过去的分析里很详尽;</span></p><p><span>5,</span><span><b>还有一个巨大的黑天鹅变量,多数人都还没有纳入考量模型</b></span><span>。世卫组织(WHO)将于近日召开紧急会议,以确定是否把中国新冠纳入“国际关注的突发公共卫生事件" ——用普通话粗暴翻译,就是是否把中国纳入疫区,而考量的核心因素,就是病毒持续人传人的能力。事实上,柳叶刀确定的新冠病毒R值(平均每个病毒患者(携带者)要传染的人数)为2.90——3.1,远超非典1.77和1.85的R值。</span></p><p><span>纳入公共卫生事件,意味着如果没有大规模的应对行动,疫情将无法被妥善控制 。</span><b><span>这个纳入是一把双刃剑</span></b><span>,一方面有助于全世界高度重视疫情防控,疫区国家也能得到更多支援,但另一方面,</span><span><b>世界其他国家大概率会对疫区实行旅行和贸易限制,形同实际意义上的经济制裁</b></span><span>。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入,最近一次是去年七月针对刚果(金)的埃博拉疫情,该疫情超过2500例感染。</span></p><p><span>6,回到我文首说的,新冠并不可怕,现在我们自上而下,应该开始全方位操心经济,行动越快越好。</span><b><span>乱世重典,现在小修小补已于事无补</span></b><span>。</span></p><p><b><span>我的建议是:</span></b></p><p><b><span>首先,动用所有官方力量与<a href=\"https://laohu8.com/S/01051\">国际资源</a>,绝对不能让WHO将新冠纳入公共卫生事件,绝对不能;</span></b></p><p><b><span>其次,捆住地方政府的手,缩减和砍削所有基建开支,将钱通过退税和补贴的方式,直接返还给企业与个人,以最大程度修复家庭和企业的资产负债表,增加民间投资与消费信心;</span></b></p><p><b><span>第三,才是大规模减税。税收返还是即期的,减税是未来,于当下,助力不大。当下是要输血救人。</span></b></p><p><b><span>第四,才是考虑增加财政赤字到3以上,让政府花钱</span></b><span>。没有前面的输血,老套路的政府花钱,极大可能吃力不讨好——企业太虚,根本无力承接。</span></p><p><b><span>7,再强调一遍:</span></b></p><p><b><span>经济是主战场!</span></b></p><p><b><span>有经济,才有未来!</span></b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139503311","content_text":"直接说重点:1,只要地方官吏放下了所谓的面子与政绩,新冠就一定会控制住。时间问题。所有可预判的问题都不可怕,包括新冠。2,现在开始,我们应该自上而下,全面操心经济。经济不可能一直停下去。企业,尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。家庭的资产负债表再恶化,家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长,一口气缓不过来,这个企业就可能没有回头路了。救它们,更需要争分夺秒;3,2003年非典,四个季度GDP增速分别为11.1%、9.1%、10%和10%,非典主要影响了2季度GDP增速约1.5个百分点。全年看,受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%,也即非典大致影响当年GDP增速0.3—0.5个百分点,并不算大。绝大多数人正是依据SARS的经验来判断新冠对经济的影响,但这会带来重大误判与误导;4,2003年,中国经济还是一个睡凉席都不感冒的二十岁小伙。彼时GDP总量仅11.7万亿,2019年已是99万亿。而且,彼时最易受病毒冲击的三产规模不大,其增加值占GDP比重仅为32%,三分之一不到。但同样的数据,2019年已经达到54%,超过一半——仅按这个数据,新冠就可以轻松拉低全年GDP一个点。更关键的是,2003年中国刚加入WTO不久,正在全面享受融入全球分工与市场的红利——这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件,同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段,内外的修复能力与上升动能都堪称充足。但现如今的经济身体素质,早已今非昔比。具体数据我不展开了,在我过去的分析里很详尽;5,还有一个巨大的黑天鹅变量,多数人都还没有纳入考量模型。世卫组织(WHO)将于近日召开紧急会议,以确定是否把中国新冠纳入“国际关注的突发公共卫生事件\" ——用普通话粗暴翻译,就是是否把中国纳入疫区,而考量的核心因素,就是病毒持续人传人的能力。事实上,柳叶刀确定的新冠病毒R值(平均每个病毒患者(携带者)要传染的人数)为2.90——3.1,远超非典1.77和1.85的R值。纳入公共卫生事件,意味着如果没有大规模的应对行动,疫情将无法被妥善控制 。这个纳入是一把双刃剑,一方面有助于全世界高度重视疫情防控,疫区国家也能得到更多支援,但另一方面,世界其他国家大概率会对疫区实行旅行和贸易限制,形同实际意义上的经济制裁。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入,最近一次是去年七月针对刚果(金)的埃博拉疫情,该疫情超过2500例感染。6,回到我文首说的,新冠并不可怕,现在我们自上而下,应该开始全方位操心经济,行动越快越好。乱世重典,现在小修小补已于事无补。我的建议是:首先,动用所有官方力量与国际资源,绝对不能让WHO将新冠纳入公共卫生事件,绝对不能;其次,捆住地方政府的手,缩减和砍削所有基建开支,将钱通过退税和补贴的方式,直接返还给企业与个人,以最大程度修复家庭和企业的资产负债表,增加民间投资与消费信心;第三,才是大规模减税。税收返还是即期的,减税是未来,于当下,助力不大。当下是要输血救人。第四,才是考虑增加财政赤字到3以上,让政府花钱。没有前面的输血,老套路的政府花钱,极大可能吃力不讨好——企业太虚,根本无力承接。7,再强调一遍:经济是主战场!有经济,才有未来!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912439520,"gmtCreate":1580390131060,"gmtModify":1704341437317,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"有啥可跌的,疫情很快就过去了。可控","listText":"有啥可跌的,疫情很快就过去了。可控","text":"有啥可跌的,疫情很快就过去了。可控","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912439520","repostId":"1149939748","repostType":4,"repost":{"id":"1149939748","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":1580387886,"share":"https://www.laohu8.com/m/news/1149939748?lang=&edition=full","pubTime":"2020-01-30 20:38","market":"us","language":"zh","title":"盘前:美股期指齐跌,特斯拉财报利好大涨11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1149939748","media":"老虎资讯综合","summary":"道琼斯30指数期货跌196.0点,跌幅0.68%。","content":"<p><span><b>【市场】</b></span></p><p><span>◆美联储将隔夜基准利率维持在1.5%至1.75%之间,与预期一致。美联储还表示,劳动力市场仍然“强劲”,而经济增长“温和”。即便如此,美股周三收盘基本持平。</span></p><p><span>美股三大指数期货集体下跌。截至发稿,道琼斯30指数期货跌</span>196.0点,跌幅0.68<span>%;美国标普500指数期货跌</span>22.88点,跌幅0.70<span>%;纳斯达克100指数期货跌</span>55.00点,跌幅0.60<span>%。</span></p><p><span>◆国际油价大跌超2%,布油创近四个月新低。因对突发公共卫生事件影响经济的担忧情绪蔓延,且美国原油库存增幅大于预期,加剧了负面基调。此外,OPEC正考虑提前3月份的会议以应对因亚洲疫情给油价带来的压力。截至发稿,美国WTI原油<a href=\"https://laohu8.com/FUT/CLmain\">WTI原油主连</a>跌2.19%,报52.16美元/桶;伦敦布伦特原油跌2.38%,报57.51美元/桶。</span></p><p><span>◆国际金价上涨,此前美联储“放鸽”,并表示对通胀率低于2%不满意,认为这不是上限。此外,鲍威尔表示亚洲疫情可能在短期内影响到该地区的经济运行,这提振了黄金的吸引力。截至发稿,国际黄金期货价格暂报1579.65,涨幅0.59%。</span></p><p><span><b>【盘前行情】</b></span></p><p><span><b>中概股</b></span></p><p><b><span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span></b> <span>涨1.17%。</span></p><p><b><span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span></b> <span>跌2.55%,阿里巴巴今日表示,未来3天内,预计将有超过650万件医疗物资,通过阿里全球直采送达武汉。</span></p><p><b><span><a href=\"https://laohu8.com/S/TAL\">好未来</a></span></b> <span>跌3.6%。好未来旗下学而思网校宣布,将于2月10日起推出从周一到周五与校内时间同步的全年级各学科免费直播课和自学课,课程涵盖小学一年级到高中三年级全部学科。</span></p><p><span><a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.66%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌2.63%,<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>跌3.35%,<a href=\"https://laohu8.com/S/HTHT\">华住</a>跌3.59%,<a href=\"https://laohu8.com/S/TCOM\">携程网</a>跌4.02%,<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌2.39%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌2.35%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.7%。</span></p><p><span><b>重要美股</b></span></p><p><b><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span></b> <span>盘前涨11.53%。财报显示,特斯拉2019年第四季度营收73.8亿美元,市场预期70.2亿美元,去年同期72.3亿美元。特斯拉预计2020年交付量将超过50万辆,预计2021年起将在上海生产MODEL Y。</span></p><p><b><span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span></b> <span>盘前涨3.31%。微软第二财季调整后每股收益和营收均超出华尔街分析师预期,推动其盘后股价涨近2%。</span></p><p><span><b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b></span><span> 盘前大跌7.6%。Facebook第四季度营收为210.82亿美元,比上年同期的169.14亿美元增长25%;净利润为73.49亿美元,比上年同期的净利润68.82亿美元增长7%。</span></p><p><span><b><a href=\"https://laohu8.com/S/KO\">可口可乐</a></b></span><span> 盘前涨1.72%。第四季度,可口可乐营收91亿美元,市场预期88.9亿美元,上年同期70.5亿美元。主要受其苏打软饮、茶和咖啡需求的推动。</span></p><p><b><span><a href=\"https://laohu8.com/S/AAPL\">Verizon</a></span></b><span> 盘前跌0.64%。Verizon发布财报,第四季度营收348亿美元,市场预期346亿美元,上年同期343亿美元。</span></p><p><b><a href=\"https://laohu8.com/S/DD\">杜邦</a></b> 盘前跌超5%。公司2019年第四季度销售额同比下滑5%至52亿美元,有机销售额下滑2%。因尼龙价格的进一步下跌及汽车业务的疲软,经调整利润由去年同期的10.1亿美元(合每股收益1.43美元)同比下滑43.4%至7.04亿美元(合每股收益0.95美元)。</p><p><b><span><a href=\"https://laohu8.com/S/RDS.A\">荷兰皇家壳牌</a></span></b> <span>盘前跌3.37%,公司第四季度净利润不及市场预期。</span></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:美股期指齐跌,特斯拉财报利好大涨11%</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; 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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:美股期指齐跌,特斯拉财报利好大涨11%\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\">2020-01-30 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span><b>【市场】</b></span></p><p><span>◆美联储将隔夜基准利率维持在1.5%至1.75%之间,与预期一致。美联储还表示,劳动力市场仍然“强劲”,而经济增长“温和”。即便如此,美股周三收盘基本持平。</span></p><p><span>美股三大指数期货集体下跌。截至发稿,道琼斯30指数期货跌</span>196.0点,跌幅0.68<span>%;美国标普500指数期货跌</span>22.88点,跌幅0.70<span>%;纳斯达克100指数期货跌</span>55.00点,跌幅0.60<span>%。</span></p><p><span>◆国际油价大跌超2%,布油创近四个月新低。因对突发公共卫生事件影响经济的担忧情绪蔓延,且美国原油库存增幅大于预期,加剧了负面基调。此外,OPEC正考虑提前3月份的会议以应对因亚洲疫情给油价带来的压力。截至发稿,美国WTI原油<a href=\"https://laohu8.com/FUT/CLmain\">WTI原油主连</a>跌2.19%,报52.16美元/桶;伦敦布伦特原油跌2.38%,报57.51美元/桶。</span></p><p><span>◆国际金价上涨,此前美联储“放鸽”,并表示对通胀率低于2%不满意,认为这不是上限。此外,鲍威尔表示亚洲疫情可能在短期内影响到该地区的经济运行,这提振了黄金的吸引力。截至发稿,国际黄金期货价格暂报1579.65,涨幅0.59%。</span></p><p><span><b>【盘前行情】</b></span></p><p><span><b>中概股</b></span></p><p><b><span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span></b> <span>涨1.17%。</span></p><p><b><span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span></b> <span>跌2.55%,阿里巴巴今日表示,未来3天内,预计将有超过650万件医疗物资,通过阿里全球直采送达武汉。</span></p><p><b><span><a href=\"https://laohu8.com/S/TAL\">好未来</a></span></b> <span>跌3.6%。好未来旗下学而思网校宣布,将于2月10日起推出从周一到周五与校内时间同步的全年级各学科免费直播课和自学课,课程涵盖小学一年级到高中三年级全部学科。</span></p><p><span><a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.66%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌2.63%,<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>跌3.35%,<a href=\"https://laohu8.com/S/HTHT\">华住</a>跌3.59%,<a href=\"https://laohu8.com/S/TCOM\">携程网</a>跌4.02%,<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌2.39%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌2.35%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.7%。</span></p><p><span><b>重要美股</b></span></p><p><b><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span></b> <span>盘前涨11.53%。财报显示,特斯拉2019年第四季度营收73.8亿美元,市场预期70.2亿美元,去年同期72.3亿美元。特斯拉预计2020年交付量将超过50万辆,预计2021年起将在上海生产MODEL Y。</span></p><p><b><span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span></b> <span>盘前涨3.31%。微软第二财季调整后每股收益和营收均超出华尔街分析师预期,推动其盘后股价涨近2%。</span></p><p><span><b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b></span><span> 盘前大跌7.6%。Facebook第四季度营收为210.82亿美元,比上年同期的169.14亿美元增长25%;净利润为73.49亿美元,比上年同期的净利润68.82亿美元增长7%。</span></p><p><span><b><a href=\"https://laohu8.com/S/KO\">可口可乐</a></b></span><span> 盘前涨1.72%。第四季度,可口可乐营收91亿美元,市场预期88.9亿美元,上年同期70.5亿美元。主要受其苏打软饮、茶和咖啡需求的推动。</span></p><p><b><span><a href=\"https://laohu8.com/S/AAPL\">Verizon</a></span></b><span> 盘前跌0.64%。Verizon发布财报,第四季度营收348亿美元,市场预期346亿美元,上年同期343亿美元。</span></p><p><b><a href=\"https://laohu8.com/S/DD\">杜邦</a></b> 盘前跌超5%。公司2019年第四季度销售额同比下滑5%至52亿美元,有机销售额下滑2%。因尼龙价格的进一步下跌及汽车业务的疲软,经调整利润由去年同期的10.1亿美元(合每股收益1.43美元)同比下滑43.4%至7.04亿美元(合每股收益0.95美元)。</p><p><b><span><a href=\"https://laohu8.com/S/RDS.A\">荷兰皇家壳牌</a></span></b> <span>盘前跌3.37%,公司第四季度净利润不及市场预期。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149939748","content_text":"【市场】◆美联储将隔夜基准利率维持在1.5%至1.75%之间,与预期一致。美联储还表示,劳动力市场仍然“强劲”,而经济增长“温和”。即便如此,美股周三收盘基本持平。美股三大指数期货集体下跌。截至发稿,道琼斯30指数期货跌196.0点,跌幅0.68%;美国标普500指数期货跌22.88点,跌幅0.70%;纳斯达克100指数期货跌55.00点,跌幅0.60%。◆国际油价大跌超2%,布油创近四个月新低。因对突发公共卫生事件影响经济的担忧情绪蔓延,且美国原油库存增幅大于预期,加剧了负面基调。此外,OPEC正考虑提前3月份的会议以应对因亚洲疫情给油价带来的压力。截至发稿,美国WTI原油WTI原油主连跌2.19%,报52.16美元/桶;伦敦布伦特原油跌2.38%,报57.51美元/桶。◆国际金价上涨,此前美联储“放鸽”,并表示对通胀率低于2%不满意,认为这不是上限。此外,鲍威尔表示亚洲疫情可能在短期内影响到该地区的经济运行,这提振了黄金的吸引力。截至发稿,国际黄金期货价格暂报1579.65,涨幅0.59%。【盘前行情】中概股蔚来 涨1.17%。阿里巴巴 跌2.55%,阿里巴巴今日表示,未来3天内,预计将有超过650万件医疗物资,通过阿里全球直采送达武汉。好未来 跌3.6%。好未来旗下学而思网校宣布,将于2月10日起推出从周一到周五与校内时间同步的全年级各学科免费直播课和自学课,课程涵盖小学一年级到高中三年级全部学科。百度跌2.66%,京东跌2.63%,瑞幸咖啡跌3.35%,华住跌3.59%,携程网跌4.02%,陌陌跌2.39%,爱奇艺跌2.35%,哔哩哔哩跌1.7%。重要美股特斯拉 盘前涨11.53%。财报显示,特斯拉2019年第四季度营收73.8亿美元,市场预期70.2亿美元,去年同期72.3亿美元。特斯拉预计2020年交付量将超过50万辆,预计2021年起将在上海生产MODEL Y。微软 盘前涨3.31%。微软第二财季调整后每股收益和营收均超出华尔街分析师预期,推动其盘后股价涨近2%。Facebook 盘前大跌7.6%。Facebook第四季度营收为210.82亿美元,比上年同期的169.14亿美元增长25%;净利润为73.49亿美元,比上年同期的净利润68.82亿美元增长7%。可口可乐 盘前涨1.72%。第四季度,可口可乐营收91亿美元,市场预期88.9亿美元,上年同期70.5亿美元。主要受其苏打软饮、茶和咖啡需求的推动。Verizon 盘前跌0.64%。Verizon发布财报,第四季度营收348亿美元,市场预期346亿美元,上年同期343亿美元。杜邦 盘前跌超5%。公司2019年第四季度销售额同比下滑5%至52亿美元,有机销售额下滑2%。因尼龙价格的进一步下跌及汽车业务的疲软,经调整利润由去年同期的10.1亿美元(合每股收益1.43美元)同比下滑43.4%至7.04亿美元(合每股收益0.95美元)。荷兰皇家壳牌 盘前跌3.37%,公司第四季度净利润不及市场预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912285035,"gmtCreate":1580295230827,"gmtModify":1704341201177,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>机会来了","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>机会来了","text":"$恒生指数(HSI)$机会来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912285035","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912142517,"gmtCreate":1580134285939,"gmtModify":1704340867797,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"机会来了兄弟们,最后一趟车","listText":"机会来了兄弟们,最后一趟车","text":"机会来了兄弟们,最后一趟车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/912142517","repostId":"1143133913","repostType":4,"repost":{"id":"1143133913","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":1580117003,"share":"https://www.laohu8.com/m/news/1143133913?lang=&edition=full","pubTime":"2020-01-27 17:23","market":"us","language":"zh","title":"中概股盘前“组团”下挫:携程、蔚来领跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1143133913","media":"老虎资讯综合","summary":"1月27日美股盘前中概股“组团”下跌,阿里巴巴盘前跌2.46%,京东盘前跌2.99%,蔚来汽车盘前跌9.01%,携程盘前跌9.15%,唯品会跌7.7%,瑞幸咖啡跌7.5%,电商拼多多跌6.2%、爱奇艺","content":"<p>1月27日美股盘前中概股“组团”下跌,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前跌2.46%,<a href=\"https://laohu8.com/S/JD\">京东</a>盘前跌2.99%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车盘前跌9.01%,<span><a href=\"https://laohu8.com/S/TCOM\"></span>携程</a>盘前跌9.15%<span>,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌7.7%,<a href=\"https://laohu8.com/S/LK\">瑞幸</a>咖啡跌7.5%,电商<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌6.2%、<a href=\"https://laohu8.com/S/IO\">爱奇艺</a>跌5.9%,<a href=\"https://laohu8.com/S/YY\">欢聚时代</a>跌5.5%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌5.2%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌4.9%。</span></p><p>不仅中概股盘前普跌,<b>三大指数期货也均跌超1%</b><span>,截止发稿,道指期货跌1.35%,下挫392点,纳指期货跌1.83%,标普500指数主连跌1.38%。</span></p><p><img src=\"https://static.tigerbbs.com/d5f3bc7e5fc0ce518c4636621b1f18b9\" /></p><p>与此同时,<b>恐慌指数飙涨近22%。</b></p><p><img src=\"https://static.tigerbbs.com/25bd4cc1f1f297a0f72958809805a9a8\" /></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>中概股盘前“组团”下挫:携程、蔚来领跌</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中概股盘前“组团”下挫:携程、蔚来领跌\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\">2020-01-27 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月27日美股盘前中概股“组团”下跌,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前跌2.46%,<a href=\"https://laohu8.com/S/JD\">京东</a>盘前跌2.99%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车盘前跌9.01%,<span><a href=\"https://laohu8.com/S/TCOM\"></span>携程</a>盘前跌9.15%<span>,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌7.7%,<a href=\"https://laohu8.com/S/LK\">瑞幸</a>咖啡跌7.5%,电商<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌6.2%、<a href=\"https://laohu8.com/S/IO\">爱奇艺</a>跌5.9%,<a href=\"https://laohu8.com/S/YY\">欢聚时代</a>跌5.5%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌5.2%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌4.9%。</span></p><p>不仅中概股盘前普跌,<b>三大指数期货也均跌超1%</b><span>,截止发稿,道指期货跌1.35%,下挫392点,纳指期货跌1.83%,标普500指数主连跌1.38%。</span></p><p><img src=\"https://static.tigerbbs.com/d5f3bc7e5fc0ce518c4636621b1f18b9\" /></p><p>与此同时,<b>恐慌指数飙涨近22%。</b></p><p><img src=\"https://static.tigerbbs.com/25bd4cc1f1f297a0f72958809805a9a8\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"TCOM":"携程网","IQ":"爱奇艺","NIO":"蔚来","YY":"欢聚集团","BABA":"阿里巴巴","BIDU":"百度","HUYA":"虎牙","JD":"京东","VIPS":"唯品会","LK":"瑞幸咖啡"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143133913","content_text":"1月27日美股盘前中概股“组团”下跌,阿里巴巴盘前跌2.46%,京东盘前跌2.99%,蔚来汽车盘前跌9.01%,携程盘前跌9.15%,唯品会跌7.7%,瑞幸咖啡跌7.5%,电商拼多多跌6.2%、爱奇艺跌5.9%,欢聚时代跌5.5%,虎牙跌5.2%,百度跌4.9%。不仅中概股盘前普跌,三大指数期货也均跌超1%,截止发稿,道指期货跌1.35%,下挫392点,纳指期货跌1.83%,标普500指数主连跌1.38%。与此同时,恐慌指数飙涨近22%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912142214,"gmtCreate":1580134239438,"gmtModify":1704340867450,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"节后a会不会也下挫啊?日子不好过哦","listText":"节后a会不会也下挫啊?日子不好过哦","text":"节后a会不会也下挫啊?日子不好过哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912142214","repostId":"1181642959","repostType":4,"repost":{"id":"1181642959","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":1580126902,"share":"https://www.laohu8.com/m/news/1181642959?lang=&edition=full","pubTime":"2020-01-27 20:08","market":"us","language":"zh","title":"盘前:疫情冲击全球市场!中概股集体下挫成“重灾区”","url":"https://stock-news.laohu8.com/highlight/detail?id=1181642959","media":"老虎资讯综合","summary":"周一盘前,美国股指期货集体下挫,截止发稿时间,道指期货跌1.47%,纳指期货跌1.90%,标普500指数期货跌1.47%。图片来源:英为财情市场消息美联储将公布2020年首次利率决议,市场预估美","content":"<p><span>周一盘前,美国股指期货集体下挫,截止发稿时间,道指期货跌1.47%,纳指期货跌1.90%,标普500指数期货跌1.47%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/bcd0e2b5098c6d2a82f44ee8169eb195\" /><span></span></p><p><span>图片来源:英为财情</span></p><p><b>市场消息</b></p><p>美联储将公布2020年首次利率决议,市场预估美联储将继续按兵不动,且措辞较12月变化不大。</p><p>美国市场ETF而言,过去一周净流入没有了此前两周的高歌猛进,但是75亿美元的净流入依然属于大额流入,投资者的信心依然坚定。至此,今年以来美国市场ETF的净流入总额已达427亿美元,是去年同期47亿美元的近10倍。</p><p>英国央行很有可能成为2020年首个宣布降息的全球主要央行。</p><p><b>晚间重要数据公布:</b>北京时间23:00,美国12月季调后新屋销售年化总数。</p><p><span>个股新闻</span></p><p><span><a href=\"https://laohu8.com/S/BA\">波音</a><a href=\"https://laohu8.com/S/BA\">$(BA)$</a>盘前下跌1.88%,阿富汗高级官员周一表示,阿富汗国有航空公司阿利亚纳(Ariana)运营的一架飞机在该国中部加兹尼省坠毁。</span><b>美股航空股盘前普跌,达美航空<a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a>跌3.1%,西南航空<a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a>跌1.9%,美国联合航空<a href=\"https://laohu8.com/S/UAL\"><a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a></a>跌2.6%,美国航空集团<a href=\"https://laohu8.com/S/UAL\"><a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a></a>跌3.4%。</b></p><p><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a><a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>盘前下跌3.72%,担忧污染饮用水德民众抗议特斯拉建厂。特斯拉在规划文件中说,工厂每小时将需要从公共饮用水网络中获取372立方米的水。</span></p><p><span>中概股</span></p><p><span>中概股盘前集体下跌,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a><a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a>盘前跌6.04%,<a href=\"https://laohu8.com/S/JD\">京东</a><a href=\"https://laohu8.com/S/JD\">$(JD)$</a>盘前跌6.19%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>汽车盘前跌10.73%,携程<a href=\"https://laohu8.com/S/TCOM\">$(TCOM)$</a>盘前跌9.94%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a><a href=\"https://laohu8.com/S/VIPS\">$(VIPS)$</a>跌5.74%,瑞幸<a href=\"https://laohu8.com/S/LK\">$(LK)$</a>咖啡跌9.91%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a><a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>跌5.46%、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a><a href=\"https://laohu8.com/S/IQ\">$(IQ)$</a>跌5.66%,欢聚时代YY跌5.5%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>HUYA跌5.2%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>BIDU跌4.9%。</span></p><p><span>百胜中国<a href=\"https://laohu8.com/S/YUMC\">$(YUMC)$</a>盘前跌7.12%,此前有消息称百胜中国将关闭部分武汉肯德基和必胜客门店。</span></p><p><span>其他市场</span></p><p><span>欧洲股市集体下挫,截止发稿时间,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数下跌2.19%,,法国CAC40指数下跌2.19%,德国DAX指数下跌2.21%。</span></p><p><img src=\"https://static.tigerbbs.com/c0c5edf6d50872bcce95badb8871d8db\" /></p><p><span>图片来源:英为财情</span></p><p><span>美、布两油大跌,布伦特原油下跌</span>3.02<span>%,报</span>58.08<span>美元/桶,WTI原油下跌</span>3.04<span>%,报</span>52.54<span>美元/桶。</span></p><p><span>对全球经济前景的担忧拖累全球股市表现,加大的打压了原油的需求前景,油价延续上周跌势,不过,油价短线跌幅较大,而且逼近2019年10月份低点支撑,短线需要提防温和反弹和震荡筑底的可能性。</span></p><p><span>现货黄金涨日内上涨</span>0.90<span>%,报</span>1584.43<span>美元/盎司。</span></p><p><span>对经济前景的担忧情绪显著升温,美国股指</span>期货<span>大幅下跌,推升避险情绪,金价高开高走;不过,1588上方阻力极强,而且依然相对强势,后市美元仍有进一步上涨机会;市场情绪消退后金价面临一定的回调风险。</span></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:疫情冲击全球市场!中概股集体下挫成“重灾区”</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; 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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盘前:疫情冲击全球市场!中概股集体下挫成“重灾区”\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\">2020-01-27 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>周一盘前,美国股指期货集体下挫,截止发稿时间,道指期货跌1.47%,纳指期货跌1.90%,标普500指数期货跌1.47%。</span></p><p><span></span><img src=\"https://static.tigerbbs.com/bcd0e2b5098c6d2a82f44ee8169eb195\" /><span></span></p><p><span>图片来源:英为财情</span></p><p><b>市场消息</b></p><p>美联储将公布2020年首次利率决议,市场预估美联储将继续按兵不动,且措辞较12月变化不大。</p><p>美国市场ETF而言,过去一周净流入没有了此前两周的高歌猛进,但是75亿美元的净流入依然属于大额流入,投资者的信心依然坚定。至此,今年以来美国市场ETF的净流入总额已达427亿美元,是去年同期47亿美元的近10倍。</p><p>英国央行很有可能成为2020年首个宣布降息的全球主要央行。</p><p><b>晚间重要数据公布:</b>北京时间23:00,美国12月季调后新屋销售年化总数。</p><p><span>个股新闻</span></p><p><span><a href=\"https://laohu8.com/S/BA\">波音</a><a href=\"https://laohu8.com/S/BA\">$(BA)$</a>盘前下跌1.88%,阿富汗高级官员周一表示,阿富汗国有航空公司阿利亚纳(Ariana)运营的一架飞机在该国中部加兹尼省坠毁。</span><b>美股航空股盘前普跌,达美航空<a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a>跌3.1%,西南航空<a href=\"https://laohu8.com/S/LUV\">$(LUV)$</a>跌1.9%,美国联合航空<a href=\"https://laohu8.com/S/UAL\"><a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a></a>跌2.6%,美国航空集团<a href=\"https://laohu8.com/S/UAL\"><a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a></a>跌3.4%。</b></p><p><span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a><a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>盘前下跌3.72%,担忧污染饮用水德民众抗议特斯拉建厂。特斯拉在规划文件中说,工厂每小时将需要从公共饮用水网络中获取372立方米的水。</span></p><p><span>中概股</span></p><p><span>中概股盘前集体下跌,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a><a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a>盘前跌6.04%,<a href=\"https://laohu8.com/S/JD\">京东</a><a href=\"https://laohu8.com/S/JD\">$(JD)$</a>盘前跌6.19%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a><a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>汽车盘前跌10.73%,携程<a href=\"https://laohu8.com/S/TCOM\">$(TCOM)$</a>盘前跌9.94%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a><a href=\"https://laohu8.com/S/VIPS\">$(VIPS)$</a>跌5.74%,瑞幸<a href=\"https://laohu8.com/S/LK\">$(LK)$</a>咖啡跌9.91%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a><a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>跌5.46%、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a><a href=\"https://laohu8.com/S/IQ\">$(IQ)$</a>跌5.66%,欢聚时代YY跌5.5%,<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>HUYA跌5.2%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>BIDU跌4.9%。</span></p><p><span>百胜中国<a href=\"https://laohu8.com/S/YUMC\">$(YUMC)$</a>盘前跌7.12%,此前有消息称百胜中国将关闭部分武汉肯德基和必胜客门店。</span></p><p><span>其他市场</span></p><p><span>欧洲股市集体下挫,截止发稿时间,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数下跌2.19%,,法国CAC40指数下跌2.19%,德国DAX指数下跌2.21%。</span></p><p><img src=\"https://static.tigerbbs.com/c0c5edf6d50872bcce95badb8871d8db\" /></p><p><span>图片来源:英为财情</span></p><p><span>美、布两油大跌,布伦特原油下跌</span>3.02<span>%,报</span>58.08<span>美元/桶,WTI原油下跌</span>3.04<span>%,报</span>52.54<span>美元/桶。</span></p><p><span>对全球经济前景的担忧拖累全球股市表现,加大的打压了原油的需求前景,油价延续上周跌势,不过,油价短线跌幅较大,而且逼近2019年10月份低点支撑,短线需要提防温和反弹和震荡筑底的可能性。</span></p><p><span>现货黄金涨日内上涨</span>0.90<span>%,报</span>1584.43<span>美元/盎司。</span></p><p><span>对经济前景的担忧情绪显著升温,美国股指</span>期货<span>大幅下跌,推升避险情绪,金价高开高走;不过,1588上方阻力极强,而且依然相对强势,后市美元仍有进一步上涨机会;市场情绪消退后金价面临一定的回调风险。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"YUMC":"百胜中国","NIO":"蔚来","JD":"京东","BABA":"阿里巴巴","TSLA":"特斯拉","PDD":"拼多多","IQ":"爱奇艺","LK":"瑞幸咖啡","TCOM":"携程网","VIPS":"唯品会","BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642959","content_text":"周一盘前,美国股指期货集体下挫,截止发稿时间,道指期货跌1.47%,纳指期货跌1.90%,标普500指数期货跌1.47%。图片来源:英为财情市场消息美联储将公布2020年首次利率决议,市场预估美联储将继续按兵不动,且措辞较12月变化不大。美国市场ETF而言,过去一周净流入没有了此前两周的高歌猛进,但是75亿美元的净流入依然属于大额流入,投资者的信心依然坚定。至此,今年以来美国市场ETF的净流入总额已达427亿美元,是去年同期47亿美元的近10倍。英国央行很有可能成为2020年首个宣布降息的全球主要央行。晚间重要数据公布:北京时间23:00,美国12月季调后新屋销售年化总数。个股新闻波音$(BA)$盘前下跌1.88%,阿富汗高级官员周一表示,阿富汗国有航空公司阿利亚纳(Ariana)运营的一架飞机在该国中部加兹尼省坠毁。美股航空股盘前普跌,达美航空$(DAL)$跌3.1%,西南航空$(LUV)$跌1.9%,美国联合航空$(UAL)$跌2.6%,美国航空集团$(UAL)$跌3.4%。特斯拉$(TSLA)$盘前下跌3.72%,担忧污染饮用水德民众抗议特斯拉建厂。特斯拉在规划文件中说,工厂每小时将需要从公共饮用水网络中获取372立方米的水。中概股中概股盘前集体下跌,阿里巴巴$(BABA)$盘前跌6.04%,京东$(JD)$盘前跌6.19%,蔚来$(NIO)$汽车盘前跌10.73%,携程$(TCOM)$盘前跌9.94%,唯品会$(VIPS)$跌5.74%,瑞幸$(LK)$咖啡跌9.91%,拼多多$(PDD)$跌5.46%、爱奇艺$(IQ)$跌5.66%,欢聚时代YY跌5.5%,虎牙HUYA跌5.2%,百度BIDU跌4.9%。百胜中国$(YUMC)$盘前跌7.12%,此前有消息称百胜中国将关闭部分武汉肯德基和必胜客门店。其他市场欧洲股市集体下挫,截止发稿时间,英国富时100指数下跌2.19%,,法国CAC40指数下跌2.19%,德国DAX指数下跌2.21%。图片来源:英为财情美、布两油大跌,布伦特原油下跌3.02%,报58.08美元/桶,WTI原油下跌3.04%,报52.54美元/桶。对全球经济前景的担忧拖累全球股市表现,加大的打压了原油的需求前景,油价延续上周跌势,不过,油价短线跌幅较大,而且逼近2019年10月份低点支撑,短线需要提防温和反弹和震荡筑底的可能性。现货黄金涨日内上涨0.90%,报1584.43美元/盎司。对经济前景的担忧情绪显著升温,美国股指期货大幅下跌,推升避险情绪,金价高开高走;不过,1588上方阻力极强,而且依然相对强势,后市美元仍有进一步上涨机会;市场情绪消退后金价面临一定的回调风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991440326,"gmtCreate":1565026942165,"gmtModify":1704708161732,"author":{"id":"327136573212668","authorId":"327136573212668","name":"MGTZ","avatar":"https://static.tigerbbs.com/f79af71177f79310f15b0677ba34dcc0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"327136573212668","authorIdStr":"327136573212668"},"themes":[],"htmlText":"<a 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