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见山不是山
2020-05-12
$嘉年華郵輪(CCL)$
看样子,美国股市不乐观,疫情也还没过,肯定还得在跌,10刀等买进
见山不是山
2020-05-09
$挪威郵輪(NCLH)$
趕快跌啊,新聞不是說破產吗? 跌到下市最好,然后瘋狂割韭菜哈哈哈哈哈哈[开心] [开心]
见山不是山
2020-07-24
$嘉年華郵輪(CCL)$
可能得跌回12
见山不是山
2020-05-15
$嘉年華郵輪(CCL)$
疯狂上涨吧 爽拉
见山不是山
2020-05-15
$嘉年華郵輪(CCL)$
杀爆空头啊 12已买回
见山不是山
2020-05-15
$嘉年華郵輪(CCL)$
继续盘整下跌,便宜买进[财迷] [财迷]
见山不是山
2020-05-09
$嘉年華郵輪(CCL)$
趕快下跌啊,不是爆發財務危機吗? 最好跌到下市,然后瘋狂割韭菜[财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
见山不是山
2020-07-14
$蔚來(NIO)$
還好昨天16割掉[得意]
见山不是山
2020-05-08
$New Gold(NGD)$
已下單1000手做空單😁
见山不是山
2020-05-08
$嘉年華郵輪(CCL)$
感觉又要下跌啊,還好昨天賣了😁😁
见山不是山
2020-05-08
冲啊股票一定上涨啊
见山不是山
2020-05-22
$嘉年華郵輪(CCL)$
冲啊
见山不是山
2020-05-08
$嘉年華郵輪(CCL)$
跌到10塊吧,爽啦
见山不是山
2020-05-08
$嘉年華郵輪(CCL)$
再跌吧,瘋狂的跌吧!!!
见山不是山
2020-05-08
大家发财
抱歉,原内容已删除
见山不是山
2020-06-24
总司令就剩一张嘴瞎BB
@风一一潇洒:
$嘉年华邮轮(CCL)$
$挪威邮轮(NCLH)$
$皇家加勒比邮轮(RCL)$
这个时候邮轮总司令就不来嚷嚷赶紧加仓了。还要跌
见山不是山
2020-05-20
Wow真的退市拉[微笑]
见山不是山
2020-05-01
$嘉年華郵輪(CCL)$
好爽,繼續跌
去老虎APP查看更多动态
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","text":"Wow真的退市拉[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959283358","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959082746,"gmtCreate":1589557131085,"gmtModify":1704190329885,"author":{"id":"3455281894312003","authorId":"3455281894312003","name":"见山不是山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455281894312003","authorIdStr":"3455281894312003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>疯狂上涨吧 爽拉","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>疯狂上涨吧 爽拉","text":"$嘉年華郵輪(CCL)$疯狂上涨吧 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href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>再跌吧,瘋狂的跌吧!!!","text":"$嘉年華郵輪(CCL)$再跌吧,瘋狂的跌吧!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927480676","isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927436717,"gmtCreate":1588948963739,"gmtModify":1704179043140,"author":{"id":"3455281894312003","authorId":"3455281894312003","name":"见山不是山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455281894312003","authorIdStr":"3455281894312003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>感觉又要下跌啊,還好昨天賣了😁😁","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>感觉又要下跌啊,還好昨天賣了😁😁","text":"$嘉年華郵輪(CCL)$感觉又要下跌啊,還好昨天賣了😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927436717","isVote":1,"tweetType":1,"viewCount":848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927530407,"gmtCreate":1588923847809,"gmtModify":1704178903779,"author":{"id":"3455281894312003","authorId":"3455281894312003","name":"见山不是山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455281894312003","authorIdStr":"3455281894312003"},"themes":[],"htmlText":"冲啊股票一定上涨啊","listText":"冲啊股票一定上涨啊","text":"冲啊股票一定上涨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927530407","isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927253971,"gmtCreate":1588902935093,"gmtModify":1704178833218,"author":{"id":"3455281894312003","authorId":"3455281894312003","name":"见山不是山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455281894312003","authorIdStr":"3455281894312003"},"themes":[],"htmlText":"大家发财","listText":"大家发财","text":"大家发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927253971","repostId":"1135529335","repostType":2,"repost":{"id":"1135529335","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1588894766,"share":"https://www.laohu8.com/m/news/1135529335?lang=&edition=full","pubTime":"2020-05-08 07:39","market":"hk","language":"zh","title":"昨夜今晨:美股全线收涨!纳指抹去年内跌幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1135529335","media":"老虎资讯综合","summary":"摘要 :美股全线收涨,道指涨幅0.89%,纳指涨1.41%,抹去年内跌幅;白宫正考虑无需经国会批准的经济刺激方法;全球新冠肺炎累计确诊逾383万,特朗普贴身保镖感染新冠病毒;Uber第一季度净亏损29","content":"<blockquote>摘要 <span>:美股全线收涨,道指涨幅0.89%,纳指涨1.41%,抹去年内跌幅;白宫正考虑无需经国会批准的经济刺激方法;全球新冠肺炎累计确诊逾383万,特朗普贴身保镖感染新冠病毒;</span>Uber第一季度净亏损29.36亿美元,创近三个季度最高、Lyft暴涨21%<span>。</span></blockquote><p>海外市场</p><p><b>1、</b><b><span>美股收涨道指涨超200点,纳指抹去年内跌幅!Lyft暴涨21%</span></b></p><p>美股周四全线收涨,但临近尾盘涨幅有所收窄,道指涨超200点,此前一度大涨400点重返24000点关口,因美国多州重启经济、中国4月出口数据反弹。恐慌指数下跌8.6%,报31.16点。能源板块领涨。</p><p>截至收盘,道指涨211.25点,涨幅0.89%,报23875.89点;纳指涨125.27点,涨幅1.41%,报8979.66点;标普500指数涨32.77点,涨幅1.15%,报2881.19点</p><p><b>2、</b><b><span>中概股收盘:<a href=\"https://laohu8.com/S/JD\">京东</a>涨超3%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>均涨近5%</span></b></p><p>在美上市中概股周四收盘普涨,追随大盘走势。当日美股收盘普涨,道指涨超200点,但在临近尾盘时涨幅有所缩窄点,此前一度重返24000点关口,因美国多州重启经济、中国4月出口数据反弹。</p><p>衡量中概股走势的<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>中国ADR指数上涨5.74点,报收于554.16点,涨幅为1.05%。</p><p><b>3、</b><b><span>油价上演过山车走势!美油小幅下跌,抹平盘中11%涨幅</span></b></p><p>原油期货价格周四下跌,抹平了盘中一度涨超过11%的涨幅,原因是之前为油价提供了支撑的乐观情绪开始消退。此前,多种利好因素为油价提供了支撑,如美国石油企业减产,沙特阿拉伯上调官方石油售价,以及汽油需求随着全球经济重启而上升等。</p><p>纽约商业交易所6月份交割的西德克萨斯轻质原油(WTI)期货价格下跌10美分,报每桶23.89美元,跌幅为0.4%,此前该合约在周三的交易中收盘下跌2.3%,终结了五连涨走势。</p><p><b>4、</b><b><span>初请失业金人数再次大增、美元汇率回落,金价涨超2%</span></b></p><p>黄金期货价格周四收盘上涨,原因是上周美国首次申领失业救济金人数再次大幅增加,再加上其他一系列经济数据表现疲弱,从而加深了投资者对全球经济增长速度将会返还的担忧情绪。</p><p>纽约商品交易所6月份交割的黄金期货价格上涨37.30美元,报收于每盎司1725.80美元,涨幅为2.2%,此前该合约在周三的交易中收盘下跌1%以上,原因是美元汇率上涨,且世界各地的一些经济体开始重启,从而削弱了投资者买入黄金以规避风险的需求。</p><p><b>5、</b><b><span>欧洲各国开始放松封锁、零售股大涨,推动欧股收涨1%</span></b></p><p>欧洲股市周四收盘上涨,投资者正在消化有关新冠病毒爆发的最新消息,以及各国政府为放松封锁措施而作出的努力。</p><p>欧洲斯托克600指数上涨3.43点,报收于337.77点,涨幅为1.03%,多数行业板块和欧洲主要国家的股市均收盘走高,其中零售股领涨,这个板块大幅上涨了3%以上。另一方面,电信股则逆市下跌0.7%。</p><p>在欧洲各国股市中,<a href=\"https://laohu8.com/S/XDDX.UK\">德国DAX 30</a>指数上涨1.30%,报收于10743.77点;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数上涨1.38%,报收于5934.61点;法国CAC 40指数上涨1.44%,报收于4497.17点。与此同时,意大利富时MIB指数也上涨0.22%,报收于17197.77点。</p><p>国际宏观</p><p><b>1、</b><b><span>美联储卡什卡里:真实失业率要远比就业报告槽糕</span></b></p><p>明尼阿波利斯联邦储备银行行长尼尔-卡什卡里(Neel Kashkari)在周五的月度就业报告之前接受NBC的今日节目(Today Show)采访时表示“该病毒仍在全美各地蔓延。我们必须继续保持较高的衡量标准,不要重新开放得太快,因为我们可能会为此付出沉重代价。”</p><p>卡什卡里仍持谨慎态度,他说,实际上就业报告并不能提供冠状病毒大流行期间失业的最清晰画面。</p><p><b>2、</b><b><span>美联储戴利:美国经济不会V型复苏,联储仍有工具可以支持经济</span></b></p><p>旧金山联储主席玛丽-戴利(Mary Daly)周四表示,与她进行过交谈的商界联系人并不认为美国经济活动将会迅速反弹。</p><p>“与我交谈过的人都不认为经济将会迎来‘V型’复苏,他们认为复苏将是渐进式的,劳工和消费者的信心需要时间才能恢复。”戴利在接受彭博电视采访时表示。</p><p><b>3、</b><b><span>数据不会说谎!美国人需要第二张刺激支票</span></b></p><p>在过去的两个月里,受累于新冠疫情的迅速蔓延,美国经济、劳动力市场以及股票市场经历了前所未有的混乱。在全球300多万新冠肺炎确诊病例中,接近三分之一来自美国。在这种情况下,为了遏制新冠疫情的蔓延,美国政府必须采取严格的应对举措。</p><p>不幸的是,新冠疫情以及与之相关的防控举措,已导致逾3000万美国人失去工作。</p><p><b>4、</b><b><span>欧央行购债举措被德国最高法院裁定违宪 内斗或令欧盟经济复苏成一场空</span></b></p><p>欧洲从大萧条以来最严重的经济冲击中复苏的势头,正受到欧盟内部的政治分歧和沉疴律法的阻碍,这可能会使得到数万亿欧元的刺激资金无法变现。</p><p>欧盟委员会周三警告说,今年欧盟经济将创纪录地收缩7.5%,欧元区19个国家的降幅可能更大。</p><p><b>5、</b><b><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>:“错失恐惧症”助推美股反弹,但这并非是好事</span></b></p><p>摩根士丹利投资管理公司全球平衡风险控制策略主管安德鲁·哈姆斯顿(Andrew Harmstone)日前表示,对错失机遇的担忧在最近的市场波动中发挥了一定作用,但这“并不是一个好迹象。”</p><p>“错失恐惧症……或者用另一个术语来说就是贪婪,是吧?它肯定在当前市场中发挥了作用,”哈姆斯顿在参加CNBC的访谈节目时表示。</p><p><b>6、</b><b><span>NBC:白宫正考虑无需经国会批准的经济刺激方法</span></b></p><p>NBC援引两位知情人士的话报道称,白宫正在考虑多种提供更多经济纾困措施而无需经国会批准的方法。</p><p>其中一项提案是把报税截止日期最长延长至12月15日;目前这个日期已经被推迟到7月15日。</p><p>另一项提案是延缓执行新的联邦法规。</p><p><b>7、</b><b><span>欧洲央行行长坚持必须采用超常规工具 IMF总裁表示赞同</span></b></p><p>在德国法院裁定欧洲央行的资产购买计划可能部分违宪的两天后,欧洲央行行长拉加德表示,为了应对新冠危机,欧洲央行别无选择,只能寻求常规政策以外的途径。</p><p>在与国际货币基金组织总裁格奥尔基耶娃共同出席的一个小组会议上,拉加德说目前是“非常时期”。</p><p><b>8、</b><b><span>贴身保镖感染新冠病毒,特朗普、彭斯恐仍处危险中</span></b></p><p>北京时间5月7日晚间,特朗普的一名贴身保镖在新冠病毒检测中呈阳性。该男子在白宫的任务是近距离保护总统和第一家庭的安全,推测与特朗普及其家人都有密切接触行为。</p><p>该男子为海军陆战队特种部队现役队员,其日常职责为贴身保护第一家庭在白宫的安全,据消息人士透露,第一家庭用餐时,他也必须站在旁边保护。</p><p><b>9、</b><b><span>一文读懂全球疫情:全球累计确诊逾383万 美国累计确诊125万例</span></b></p><p>美国约翰斯·霍普金斯大学发布的实时统计数据显示,截至北京时间5月8日6时30分,全球累计确诊新冠肺炎病例3833957例,累计死亡病例268877例。</p><p>随着新冠病毒在全球范围内持续扩散,各国进一步采取有力措施应对疫情:意大利拟推出病毒唾液检测试剂盒,几分钟就能出结果;西班牙国家紧急状态再延长两周;土耳其正加速建设两所方舱医院;俄日两国首脑通电话,确认就疫情等问题开展合作。</p><p>市场观点</p><p><b><span>华尔街点评美股:大型科技股齐涨,但投资者逃离<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a></span></b></p><p><b>油价近期回升,但供应过剩压力犹存</b></p><p>原油价格在本周以来的交易中大幅上涨,但分析人士强调指出,全球储油能力的缺乏仍然是一个巨大的问题,并将在不久的未来抑制油价,尤其是美国西德克萨斯轻质原油(WTI)期货价格。dailyfx.com的市场经济学家尼古拉斯·考利(Nicholas Cawley)在一份报告中写道:“WTI原油期货即月合约的价格将继续震荡,直到储油能力的得到解决时为止。交易商相信,当其持有的头寸到期时,他们能以合理价格的储存石油。在全球经济活动不太可能在可以预见的未来回升的形势下,石油需求将保持在低位,目前由于供应过剩而出现的市场失衡现象将会继续限制WTI原油期货价格的任何涨幅。”</p><p>三菱日联银行的中东和北非研究和战略主管霍曼(Ehsan Khoman)周四在一份报告中写道:“根据我们的模型,新冠病毒所带来的需求下降的最低点是在4月份,为-2610万桶/日。他指出:“随着封锁措施开始放松,目前全球各国正在不同步地重启经济。”尽管如此,霍曼还警告称:“石油市场仍然供过于求,考虑到封锁措施和OPEC+自愿减产的影响,5月份原油供应的过剩产量最多将会达到690万桶/日。”</p><p><b>美国失业人数继续增加,前景仍然令人恐惧</b></p><p>凯投宏观(Capital Economics)的首席美国经济学家保罗·阿什沃斯(Paul Ashworth)表示,持续申领失业救济金人数的跃升“有点令人失望,因为这表明几乎没有人被叫回去工作”。</p><p>Indeed Recruiting Lab的经济研究主管尼克·邦克(Nick Bunker)表示:“在过去七个星期时间里,工作岗位很可能已经流失了五分之一。就业市场的前景仍然令人恐惧,不仅公司裁员的速度保持在前所未有的水平,而且招聘意向依然低迷。“</p><p>虽然申领失业救济金人数继续上升,但上周的数字创下了自新冠病毒被宣布为大流行之后不久以来的最低水平。咨询公司Bleakley Advisory Group的首席投资官皮特-布克瓦(Peter Boockvar)表示:“尽管这项数据很糟糕,但这是自3月中旬以来初请失业金人数最少的一次,因为我们可能已经走过了被迫停摆的最糟糕时期。我们现在可以开始分析经济重启业的速度、商业活动的水平以及新的现实情况会是什么样子。”</p><p><b>各国开始撤销封锁措施,投资者关注经济将在何时恢复增长</b></p><p>研究公司CFRA Research的首席投资策略师山姆·斯托威尔(Sam Stovall)在谈及美国股市周四的上涨时表示:“投资者在说:看,我知道情况很糟糕,还是告诉我一些我不知道的事情吧。如果我知道事情会很可怕,你唯一能让我感到意外的方法就是带来一个好消息。所有人都认为世界经济正在滑向严重的衰退,因为全球各国的经济都关闭了,希望通过这种方法来减缓新冠病毒的传播。但世界各国和美国的一些州正在制定放松限制的计划,这就使得一些投资者转而关注今年晚些时候经济可能恢复增长的问题。这最终将渗透到企业利润中去,而这是股市的命脉。关注2020年的财报几乎是一种浪费,所以我们还是把目光投向2021年吧。”</p><p>加利福尼亚州和纽约州已经公布了逐步重新开放经济的计划,而包括佐治亚州在内的其他一些州已经允许部分非必要企业恢复运营。经纪公司<a href=\"https://laohu8.com/S/AMTD\">德美利证券</a>(TD Ameritrade)的首席市场策略师基纳汉(JJ Kinahan)表示:“我担心的是,到月底时更多的州开始重启经济,而需求却达不到市场预期的水平。”但与此同时,他还补充道:“当你想到这波涨势时,你还会把钱放在哪里呢?”</p><p>JMP证券公司的股票主管汤姆·赖特(Tom Wright)表示:“股市是个领先指标,而现在股市正在告诉你们,有些经济状况并不像你们在报纸上读到的那样严峻。”</p><p>自3月下旬以来,在大规模货币和财政刺激的推动下,美国股市从新冠病毒引发的抛售中大幅反弹。现在,投资者正在关注一些州通过放松封锁措施来刺激经济的努力。<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>财富管理公司(U.S. Bank Wealth Management)的首席投资官埃里克·弗里德曼(Eric Freedman)表示:“全球经济的某些领域正在逐步重新开放,再加上企业财报表现的略微改善,从而推动股市上涨。”另外,美国4月份非农就业报告将于周五公布,弗里德曼对此表示:“市场现在更关注的是两个月后的数据,而不是现在的数据。”</p><p><b>大型科技股拉动股市回升,但投资者正在逃离标普500指数ETF</b></p><p>纳斯达克综合指数周四的反弹在很大程度上是由<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、奈飞和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet等大型科技股的大幅上涨带动的。这些股票本季度以来都上涨了至少15%,并在2020年迄今的交易中也均有所上涨。此外,另一家大型科技公司<a href=\"https://laohu8.com/S/MSFT\">微软</a>的股价在今年和本季度截至目前为止的交易中也都累计上涨了16%以上。市场研究公司Yardeni Research的总裁兼首席投资策略师埃德·亚德尼(Ed Yardeni)在一份研究报告中写道:“虽然我们在新冠病毒危机期间都变得更加依赖‘FAANGM’提供的产品和服务,但这些公司可能会变得越来越不受政府监管的影响。它们拥有出色的资产负债表,并正在产生大量的现金流。”</p><p>投资者预计随着各国开始重启经济,需求将会缓慢复苏。科技股领涨,原因是投资者押注于这些公司在经历了百年来最严重的公共卫生灾难后会表现得更好。投资咨询公司Verdence Capital Advisors的投资组合策略总监梅根·霍恩曼(Megan Horneman)表示:“通常来说,股市会在经济增长触底前5到7个月见底。如果我们认为股市将在第二或第三季度触底,那么猜测3月23日已是底部并非不切实际的。唯一的问题是,市场运行回升的原因最有可能是当局迅速出台了大规模的财政和货币刺激措施,而这就意味着市场可能会在短期迎来修正。“</p><p>市场技术面分析师、“麦克莱伦市场报告”(McClellan Market Report)的出版人汤姆·麦克莱伦(Tom McClellan)表示,尽管股市从3月份的低点反弹,但投资者正在逃离华尔街最受欢迎的交易所交易基金(ETF)之一。SPDR标普500指数ETF Trust被广泛认为是流动性最强、交易最频繁的交易所交易基金,拥有2540亿美元资产。自3月23日触及熊市低点以来,这个ETF已经上涨了29%以上。麦克莱伦表示,随着股市“上涨走势的进一步推进,投资者开始变得担心,开始撤离这个ETF”。他还指出,这个ETF的总流通股票数量已经触及“过去几年”的最低水平之一。在过去30天时间里,这个ETF已经遭遇了97亿美元的净流出,今年到目前为止已经流出了超过220亿美元。</p><p>公司新闻</p><p><b>1、</b><b><span>受疫情影响 巴菲特年度慈善午餐拍卖活动将推迟举办</span></b></p><p>受新冠疫情影响,“股神”沃伦-巴菲特(Warren Buffett)的年度慈善午餐拍卖活动将推迟举办。</p><p>旧金山慈善机构格莱德(Glide)周四发布声明表示,巴菲特慈善午餐拍卖活动将推迟至今年晚些时候举行。该活动通常在5月或6月进行,在过去20年间筹集了近3500万美元。</p><p><b>2、</b><b><span>贝佐斯大战特朗普?亚马逊领衔线上电商斥巨资支持邮政总局援助计划</span></b></p><p>由亚马逊支持的在线零售商联盟计划在周三启动一场价值数百万美元的广告大战,反对特朗普总统对于陷入困境的美国邮政总局提高包裹运送率的要求,以避免其在冠状病毒危机中破产。</p><p>这些广告将从周三晚上开始在全国范围内投放,特别是特朗普先生最喜欢的节目之一:福克斯新闻的“Hannity”,以及周四拉什-林博的电台节目。他们没有提到总统,但是贴上了总统的提议,即对依靠邮寄处方药和其他商品的小企业和美国人,将送货价格提高400%。</p><p><b>3、</b><b><span>香椽发布跟谁学做空报告第三部分:发现更多未披露关联方</span></b></p><p>香椽研究公司(Citron Research)周四发布了针对跟谁学(NYSE:GSX)的做空报告的第三部分内容。</p><p>在此以前,香橼公司在4月14日首次发布做空报告称,在其跟踪支付的20%课程中,该公司发现跟谁学虚增营收70%。随后,香橼研究在4月30日发布了做空报告的第二部分内容,指称跟谁学2019年虚增40%注册用户,而且存在刷单行为。</p><p>截至周四收盘,跟谁学股价上涨4.82%,报40.87美元/股。</p><p><b>4、</b><b><span>疫情重创美国网约车行业 <a href=\"https://laohu8.com/S/UBER\">优步</a>和Lyft不得不大举裁员以应对新常态</span></b></p><p>优步和规模较小的竞争对手Lyft正准备迎接网约车行业的新常态:在可预见的未来,乘客数量将显著减少。</p><p>优步周三表示,将裁员约14%,规模较小的竞争对手Lyft已于上周裁员约17%,该公司正大幅削减成本应对新冠疫情,以应对业务面临的异常挑战。</p><p><b>5、</b><b><span>德国政府或90亿欧元救助汉莎航空 但要求持有其25%的股份</span></b></p><p>欧洲最大航空公司的援助计划渐渐浮出水面,作为90亿欧元(97亿美元)救助计划的一部分,德国政府可以通过持有汉莎航空25%的股份来拯救这家公司。</p><p>德国汉莎航空公司周四证实,该公司正在与德国联邦经济稳定基金(Federal Economic stability Fund)就一项“稳定方案”进行谈判。该基金将用于帮助那些受到疫情重创的公司。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/1199247344\" target=\"_blank\"><b>Roku一季度每股亏损0.45美元,同比扩大</b></a></p><p><span>5月7日美股盘后,<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> 发布2020财年第一季度财务报告。财报显示,Roku一季度营收同比增长55%,且好于预期;一季度净亏损同比大幅扩大;每股亏损好于预期,但同比大幅扩大。财报显示,Roku一季度营收为3.21亿美元,市场预期为3.05亿美元,去年同期为2.07亿美元,同比增长55%。一季度每股亏损0.45美元,预期每股亏损0.46美元,去年同期每股亏损0.09美元。</span></p><p><b>7、</b><a href=\"https://laohu8.com/NW/1110720474\" target=\"_blank\"><b>Uber第一季度净亏损29.36亿美元,创近三个季度最高</b></a></p><p><span>5月7日美股盘后,<a href=\"https://laohu8.com/S/UBER\">优步</a>发布2020财年第一季度财务报告。财报显示,优步一季度营收基本符合预期,但同比有所增长;一季度净亏损远不及预期,且与去年同期相比,亏损大幅扩大;每股亏损不及预期,但较去年同期大幅收窄。</span></p><p><span>优步一季度营收为35亿美元,市场预期为35.05亿美元,去年同期为30.99亿美元。</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>昨夜今晨:美股全线收涨!纳指抹去年内跌幅</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昨夜今晨:美股全线收涨!纳指抹去年内跌幅\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\">2020-05-08 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要 <span>:美股全线收涨,道指涨幅0.89%,纳指涨1.41%,抹去年内跌幅;白宫正考虑无需经国会批准的经济刺激方法;全球新冠肺炎累计确诊逾383万,特朗普贴身保镖感染新冠病毒;</span>Uber第一季度净亏损29.36亿美元,创近三个季度最高、Lyft暴涨21%<span>。</span></blockquote><p>海外市场</p><p><b>1、</b><b><span>美股收涨道指涨超200点,纳指抹去年内跌幅!Lyft暴涨21%</span></b></p><p>美股周四全线收涨,但临近尾盘涨幅有所收窄,道指涨超200点,此前一度大涨400点重返24000点关口,因美国多州重启经济、中国4月出口数据反弹。恐慌指数下跌8.6%,报31.16点。能源板块领涨。</p><p>截至收盘,道指涨211.25点,涨幅0.89%,报23875.89点;纳指涨125.27点,涨幅1.41%,报8979.66点;标普500指数涨32.77点,涨幅1.15%,报2881.19点</p><p><b>2、</b><b><span>中概股收盘:<a href=\"https://laohu8.com/S/JD\">京东</a>涨超3%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>均涨近5%</span></b></p><p>在美上市中概股周四收盘普涨,追随大盘走势。当日美股收盘普涨,道指涨超200点,但在临近尾盘时涨幅有所缩窄点,此前一度重返24000点关口,因美国多州重启经济、中国4月出口数据反弹。</p><p>衡量中概股走势的<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>中国ADR指数上涨5.74点,报收于554.16点,涨幅为1.05%。</p><p><b>3、</b><b><span>油价上演过山车走势!美油小幅下跌,抹平盘中11%涨幅</span></b></p><p>原油期货价格周四下跌,抹平了盘中一度涨超过11%的涨幅,原因是之前为油价提供了支撑的乐观情绪开始消退。此前,多种利好因素为油价提供了支撑,如美国石油企业减产,沙特阿拉伯上调官方石油售价,以及汽油需求随着全球经济重启而上升等。</p><p>纽约商业交易所6月份交割的西德克萨斯轻质原油(WTI)期货价格下跌10美分,报每桶23.89美元,跌幅为0.4%,此前该合约在周三的交易中收盘下跌2.3%,终结了五连涨走势。</p><p><b>4、</b><b><span>初请失业金人数再次大增、美元汇率回落,金价涨超2%</span></b></p><p>黄金期货价格周四收盘上涨,原因是上周美国首次申领失业救济金人数再次大幅增加,再加上其他一系列经济数据表现疲弱,从而加深了投资者对全球经济增长速度将会返还的担忧情绪。</p><p>纽约商品交易所6月份交割的黄金期货价格上涨37.30美元,报收于每盎司1725.80美元,涨幅为2.2%,此前该合约在周三的交易中收盘下跌1%以上,原因是美元汇率上涨,且世界各地的一些经济体开始重启,从而削弱了投资者买入黄金以规避风险的需求。</p><p><b>5、</b><b><span>欧洲各国开始放松封锁、零售股大涨,推动欧股收涨1%</span></b></p><p>欧洲股市周四收盘上涨,投资者正在消化有关新冠病毒爆发的最新消息,以及各国政府为放松封锁措施而作出的努力。</p><p>欧洲斯托克600指数上涨3.43点,报收于337.77点,涨幅为1.03%,多数行业板块和欧洲主要国家的股市均收盘走高,其中零售股领涨,这个板块大幅上涨了3%以上。另一方面,电信股则逆市下跌0.7%。</p><p>在欧洲各国股市中,<a href=\"https://laohu8.com/S/XDDX.UK\">德国DAX 30</a>指数上涨1.30%,报收于10743.77点;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数上涨1.38%,报收于5934.61点;法国CAC 40指数上涨1.44%,报收于4497.17点。与此同时,意大利富时MIB指数也上涨0.22%,报收于17197.77点。</p><p>国际宏观</p><p><b>1、</b><b><span>美联储卡什卡里:真实失业率要远比就业报告槽糕</span></b></p><p>明尼阿波利斯联邦储备银行行长尼尔-卡什卡里(Neel Kashkari)在周五的月度就业报告之前接受NBC的今日节目(Today Show)采访时表示“该病毒仍在全美各地蔓延。我们必须继续保持较高的衡量标准,不要重新开放得太快,因为我们可能会为此付出沉重代价。”</p><p>卡什卡里仍持谨慎态度,他说,实际上就业报告并不能提供冠状病毒大流行期间失业的最清晰画面。</p><p><b>2、</b><b><span>美联储戴利:美国经济不会V型复苏,联储仍有工具可以支持经济</span></b></p><p>旧金山联储主席玛丽-戴利(Mary Daly)周四表示,与她进行过交谈的商界联系人并不认为美国经济活动将会迅速反弹。</p><p>“与我交谈过的人都不认为经济将会迎来‘V型’复苏,他们认为复苏将是渐进式的,劳工和消费者的信心需要时间才能恢复。”戴利在接受彭博电视采访时表示。</p><p><b>3、</b><b><span>数据不会说谎!美国人需要第二张刺激支票</span></b></p><p>在过去的两个月里,受累于新冠疫情的迅速蔓延,美国经济、劳动力市场以及股票市场经历了前所未有的混乱。在全球300多万新冠肺炎确诊病例中,接近三分之一来自美国。在这种情况下,为了遏制新冠疫情的蔓延,美国政府必须采取严格的应对举措。</p><p>不幸的是,新冠疫情以及与之相关的防控举措,已导致逾3000万美国人失去工作。</p><p><b>4、</b><b><span>欧央行购债举措被德国最高法院裁定违宪 内斗或令欧盟经济复苏成一场空</span></b></p><p>欧洲从大萧条以来最严重的经济冲击中复苏的势头,正受到欧盟内部的政治分歧和沉疴律法的阻碍,这可能会使得到数万亿欧元的刺激资金无法变现。</p><p>欧盟委员会周三警告说,今年欧盟经济将创纪录地收缩7.5%,欧元区19个国家的降幅可能更大。</p><p><b>5、</b><b><span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>:“错失恐惧症”助推美股反弹,但这并非是好事</span></b></p><p>摩根士丹利投资管理公司全球平衡风险控制策略主管安德鲁·哈姆斯顿(Andrew Harmstone)日前表示,对错失机遇的担忧在最近的市场波动中发挥了一定作用,但这“并不是一个好迹象。”</p><p>“错失恐惧症……或者用另一个术语来说就是贪婪,是吧?它肯定在当前市场中发挥了作用,”哈姆斯顿在参加CNBC的访谈节目时表示。</p><p><b>6、</b><b><span>NBC:白宫正考虑无需经国会批准的经济刺激方法</span></b></p><p>NBC援引两位知情人士的话报道称,白宫正在考虑多种提供更多经济纾困措施而无需经国会批准的方法。</p><p>其中一项提案是把报税截止日期最长延长至12月15日;目前这个日期已经被推迟到7月15日。</p><p>另一项提案是延缓执行新的联邦法规。</p><p><b>7、</b><b><span>欧洲央行行长坚持必须采用超常规工具 IMF总裁表示赞同</span></b></p><p>在德国法院裁定欧洲央行的资产购买计划可能部分违宪的两天后,欧洲央行行长拉加德表示,为了应对新冠危机,欧洲央行别无选择,只能寻求常规政策以外的途径。</p><p>在与国际货币基金组织总裁格奥尔基耶娃共同出席的一个小组会议上,拉加德说目前是“非常时期”。</p><p><b>8、</b><b><span>贴身保镖感染新冠病毒,特朗普、彭斯恐仍处危险中</span></b></p><p>北京时间5月7日晚间,特朗普的一名贴身保镖在新冠病毒检测中呈阳性。该男子在白宫的任务是近距离保护总统和第一家庭的安全,推测与特朗普及其家人都有密切接触行为。</p><p>该男子为海军陆战队特种部队现役队员,其日常职责为贴身保护第一家庭在白宫的安全,据消息人士透露,第一家庭用餐时,他也必须站在旁边保护。</p><p><b>9、</b><b><span>一文读懂全球疫情:全球累计确诊逾383万 美国累计确诊125万例</span></b></p><p>美国约翰斯·霍普金斯大学发布的实时统计数据显示,截至北京时间5月8日6时30分,全球累计确诊新冠肺炎病例3833957例,累计死亡病例268877例。</p><p>随着新冠病毒在全球范围内持续扩散,各国进一步采取有力措施应对疫情:意大利拟推出病毒唾液检测试剂盒,几分钟就能出结果;西班牙国家紧急状态再延长两周;土耳其正加速建设两所方舱医院;俄日两国首脑通电话,确认就疫情等问题开展合作。</p><p>市场观点</p><p><b><span>华尔街点评美股:大型科技股齐涨,但投资者逃离<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a></span></b></p><p><b>油价近期回升,但供应过剩压力犹存</b></p><p>原油价格在本周以来的交易中大幅上涨,但分析人士强调指出,全球储油能力的缺乏仍然是一个巨大的问题,并将在不久的未来抑制油价,尤其是美国西德克萨斯轻质原油(WTI)期货价格。dailyfx.com的市场经济学家尼古拉斯·考利(Nicholas Cawley)在一份报告中写道:“WTI原油期货即月合约的价格将继续震荡,直到储油能力的得到解决时为止。交易商相信,当其持有的头寸到期时,他们能以合理价格的储存石油。在全球经济活动不太可能在可以预见的未来回升的形势下,石油需求将保持在低位,目前由于供应过剩而出现的市场失衡现象将会继续限制WTI原油期货价格的任何涨幅。”</p><p>三菱日联银行的中东和北非研究和战略主管霍曼(Ehsan Khoman)周四在一份报告中写道:“根据我们的模型,新冠病毒所带来的需求下降的最低点是在4月份,为-2610万桶/日。他指出:“随着封锁措施开始放松,目前全球各国正在不同步地重启经济。”尽管如此,霍曼还警告称:“石油市场仍然供过于求,考虑到封锁措施和OPEC+自愿减产的影响,5月份原油供应的过剩产量最多将会达到690万桶/日。”</p><p><b>美国失业人数继续增加,前景仍然令人恐惧</b></p><p>凯投宏观(Capital Economics)的首席美国经济学家保罗·阿什沃斯(Paul Ashworth)表示,持续申领失业救济金人数的跃升“有点令人失望,因为这表明几乎没有人被叫回去工作”。</p><p>Indeed Recruiting Lab的经济研究主管尼克·邦克(Nick Bunker)表示:“在过去七个星期时间里,工作岗位很可能已经流失了五分之一。就业市场的前景仍然令人恐惧,不仅公司裁员的速度保持在前所未有的水平,而且招聘意向依然低迷。“</p><p>虽然申领失业救济金人数继续上升,但上周的数字创下了自新冠病毒被宣布为大流行之后不久以来的最低水平。咨询公司Bleakley Advisory Group的首席投资官皮特-布克瓦(Peter Boockvar)表示:“尽管这项数据很糟糕,但这是自3月中旬以来初请失业金人数最少的一次,因为我们可能已经走过了被迫停摆的最糟糕时期。我们现在可以开始分析经济重启业的速度、商业活动的水平以及新的现实情况会是什么样子。”</p><p><b>各国开始撤销封锁措施,投资者关注经济将在何时恢复增长</b></p><p>研究公司CFRA Research的首席投资策略师山姆·斯托威尔(Sam Stovall)在谈及美国股市周四的上涨时表示:“投资者在说:看,我知道情况很糟糕,还是告诉我一些我不知道的事情吧。如果我知道事情会很可怕,你唯一能让我感到意外的方法就是带来一个好消息。所有人都认为世界经济正在滑向严重的衰退,因为全球各国的经济都关闭了,希望通过这种方法来减缓新冠病毒的传播。但世界各国和美国的一些州正在制定放松限制的计划,这就使得一些投资者转而关注今年晚些时候经济可能恢复增长的问题。这最终将渗透到企业利润中去,而这是股市的命脉。关注2020年的财报几乎是一种浪费,所以我们还是把目光投向2021年吧。”</p><p>加利福尼亚州和纽约州已经公布了逐步重新开放经济的计划,而包括佐治亚州在内的其他一些州已经允许部分非必要企业恢复运营。经纪公司<a href=\"https://laohu8.com/S/AMTD\">德美利证券</a>(TD Ameritrade)的首席市场策略师基纳汉(JJ Kinahan)表示:“我担心的是,到月底时更多的州开始重启经济,而需求却达不到市场预期的水平。”但与此同时,他还补充道:“当你想到这波涨势时,你还会把钱放在哪里呢?”</p><p>JMP证券公司的股票主管汤姆·赖特(Tom Wright)表示:“股市是个领先指标,而现在股市正在告诉你们,有些经济状况并不像你们在报纸上读到的那样严峻。”</p><p>自3月下旬以来,在大规模货币和财政刺激的推动下,美国股市从新冠病毒引发的抛售中大幅反弹。现在,投资者正在关注一些州通过放松封锁措施来刺激经济的努力。<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>财富管理公司(U.S. Bank Wealth Management)的首席投资官埃里克·弗里德曼(Eric Freedman)表示:“全球经济的某些领域正在逐步重新开放,再加上企业财报表现的略微改善,从而推动股市上涨。”另外,美国4月份非农就业报告将于周五公布,弗里德曼对此表示:“市场现在更关注的是两个月后的数据,而不是现在的数据。”</p><p><b>大型科技股拉动股市回升,但投资者正在逃离标普500指数ETF</b></p><p>纳斯达克综合指数周四的反弹在很大程度上是由<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、奈飞和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet等大型科技股的大幅上涨带动的。这些股票本季度以来都上涨了至少15%,并在2020年迄今的交易中也均有所上涨。此外,另一家大型科技公司<a href=\"https://laohu8.com/S/MSFT\">微软</a>的股价在今年和本季度截至目前为止的交易中也都累计上涨了16%以上。市场研究公司Yardeni Research的总裁兼首席投资策略师埃德·亚德尼(Ed Yardeni)在一份研究报告中写道:“虽然我们在新冠病毒危机期间都变得更加依赖‘FAANGM’提供的产品和服务,但这些公司可能会变得越来越不受政府监管的影响。它们拥有出色的资产负债表,并正在产生大量的现金流。”</p><p>投资者预计随着各国开始重启经济,需求将会缓慢复苏。科技股领涨,原因是投资者押注于这些公司在经历了百年来最严重的公共卫生灾难后会表现得更好。投资咨询公司Verdence Capital Advisors的投资组合策略总监梅根·霍恩曼(Megan Horneman)表示:“通常来说,股市会在经济增长触底前5到7个月见底。如果我们认为股市将在第二或第三季度触底,那么猜测3月23日已是底部并非不切实际的。唯一的问题是,市场运行回升的原因最有可能是当局迅速出台了大规模的财政和货币刺激措施,而这就意味着市场可能会在短期迎来修正。“</p><p>市场技术面分析师、“麦克莱伦市场报告”(McClellan Market Report)的出版人汤姆·麦克莱伦(Tom McClellan)表示,尽管股市从3月份的低点反弹,但投资者正在逃离华尔街最受欢迎的交易所交易基金(ETF)之一。SPDR标普500指数ETF Trust被广泛认为是流动性最强、交易最频繁的交易所交易基金,拥有2540亿美元资产。自3月23日触及熊市低点以来,这个ETF已经上涨了29%以上。麦克莱伦表示,随着股市“上涨走势的进一步推进,投资者开始变得担心,开始撤离这个ETF”。他还指出,这个ETF的总流通股票数量已经触及“过去几年”的最低水平之一。在过去30天时间里,这个ETF已经遭遇了97亿美元的净流出,今年到目前为止已经流出了超过220亿美元。</p><p>公司新闻</p><p><b>1、</b><b><span>受疫情影响 巴菲特年度慈善午餐拍卖活动将推迟举办</span></b></p><p>受新冠疫情影响,“股神”沃伦-巴菲特(Warren Buffett)的年度慈善午餐拍卖活动将推迟举办。</p><p>旧金山慈善机构格莱德(Glide)周四发布声明表示,巴菲特慈善午餐拍卖活动将推迟至今年晚些时候举行。该活动通常在5月或6月进行,在过去20年间筹集了近3500万美元。</p><p><b>2、</b><b><span>贝佐斯大战特朗普?亚马逊领衔线上电商斥巨资支持邮政总局援助计划</span></b></p><p>由亚马逊支持的在线零售商联盟计划在周三启动一场价值数百万美元的广告大战,反对特朗普总统对于陷入困境的美国邮政总局提高包裹运送率的要求,以避免其在冠状病毒危机中破产。</p><p>这些广告将从周三晚上开始在全国范围内投放,特别是特朗普先生最喜欢的节目之一:福克斯新闻的“Hannity”,以及周四拉什-林博的电台节目。他们没有提到总统,但是贴上了总统的提议,即对依靠邮寄处方药和其他商品的小企业和美国人,将送货价格提高400%。</p><p><b>3、</b><b><span>香椽发布跟谁学做空报告第三部分:发现更多未披露关联方</span></b></p><p>香椽研究公司(Citron Research)周四发布了针对跟谁学(NYSE:GSX)的做空报告的第三部分内容。</p><p>在此以前,香橼公司在4月14日首次发布做空报告称,在其跟踪支付的20%课程中,该公司发现跟谁学虚增营收70%。随后,香橼研究在4月30日发布了做空报告的第二部分内容,指称跟谁学2019年虚增40%注册用户,而且存在刷单行为。</p><p>截至周四收盘,跟谁学股价上涨4.82%,报40.87美元/股。</p><p><b>4、</b><b><span>疫情重创美国网约车行业 <a href=\"https://laohu8.com/S/UBER\">优步</a>和Lyft不得不大举裁员以应对新常态</span></b></p><p>优步和规模较小的竞争对手Lyft正准备迎接网约车行业的新常态:在可预见的未来,乘客数量将显著减少。</p><p>优步周三表示,将裁员约14%,规模较小的竞争对手Lyft已于上周裁员约17%,该公司正大幅削减成本应对新冠疫情,以应对业务面临的异常挑战。</p><p><b>5、</b><b><span>德国政府或90亿欧元救助汉莎航空 但要求持有其25%的股份</span></b></p><p>欧洲最大航空公司的援助计划渐渐浮出水面,作为90亿欧元(97亿美元)救助计划的一部分,德国政府可以通过持有汉莎航空25%的股份来拯救这家公司。</p><p>德国汉莎航空公司周四证实,该公司正在与德国联邦经济稳定基金(Federal Economic stability Fund)就一项“稳定方案”进行谈判。该基金将用于帮助那些受到疫情重创的公司。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/1199247344\" target=\"_blank\"><b>Roku一季度每股亏损0.45美元,同比扩大</b></a></p><p><span>5月7日美股盘后,<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> 发布2020财年第一季度财务报告。财报显示,Roku一季度营收同比增长55%,且好于预期;一季度净亏损同比大幅扩大;每股亏损好于预期,但同比大幅扩大。财报显示,Roku一季度营收为3.21亿美元,市场预期为3.05亿美元,去年同期为2.07亿美元,同比增长55%。一季度每股亏损0.45美元,预期每股亏损0.46美元,去年同期每股亏损0.09美元。</span></p><p><b>7、</b><a href=\"https://laohu8.com/NW/1110720474\" target=\"_blank\"><b>Uber第一季度净亏损29.36亿美元,创近三个季度最高</b></a></p><p><span>5月7日美股盘后,<a href=\"https://laohu8.com/S/UBER\">优步</a>发布2020财年第一季度财务报告。财报显示,优步一季度营收基本符合预期,但同比有所增长;一季度净亏损远不及预期,且与去年同期相比,亏损大幅扩大;每股亏损不及预期,但较去年同期大幅收窄。</span></p><p><span>优步一季度营收为35亿美元,市场预期为35.05亿美元,去年同期为30.99亿美元。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135529335","content_text":"摘要 :美股全线收涨,道指涨幅0.89%,纳指涨1.41%,抹去年内跌幅;白宫正考虑无需经国会批准的经济刺激方法;全球新冠肺炎累计确诊逾383万,特朗普贴身保镖感染新冠病毒;Uber第一季度净亏损29.36亿美元,创近三个季度最高、Lyft暴涨21%。海外市场1、美股收涨道指涨超200点,纳指抹去年内跌幅!Lyft暴涨21%美股周四全线收涨,但临近尾盘涨幅有所收窄,道指涨超200点,此前一度大涨400点重返24000点关口,因美国多州重启经济、中国4月出口数据反弹。恐慌指数下跌8.6%,报31.16点。能源板块领涨。截至收盘,道指涨211.25点,涨幅0.89%,报23875.89点;纳指涨125.27点,涨幅1.41%,报8979.66点;标普500指数涨32.77点,涨幅1.15%,报2881.19点2、中概股收盘:京东涨超3%,唯品会、跟谁学均涨近5%在美上市中概股周四收盘普涨,追随大盘走势。当日美股收盘普涨,道指涨超200点,但在临近尾盘时涨幅有所缩窄点,此前一度重返24000点关口,因美国多州重启经济、中国4月出口数据反弹。衡量中概股走势的纽约梅隆银行中国ADR指数上涨5.74点,报收于554.16点,涨幅为1.05%。3、油价上演过山车走势!美油小幅下跌,抹平盘中11%涨幅原油期货价格周四下跌,抹平了盘中一度涨超过11%的涨幅,原因是之前为油价提供了支撑的乐观情绪开始消退。此前,多种利好因素为油价提供了支撑,如美国石油企业减产,沙特阿拉伯上调官方石油售价,以及汽油需求随着全球经济重启而上升等。纽约商业交易所6月份交割的西德克萨斯轻质原油(WTI)期货价格下跌10美分,报每桶23.89美元,跌幅为0.4%,此前该合约在周三的交易中收盘下跌2.3%,终结了五连涨走势。4、初请失业金人数再次大增、美元汇率回落,金价涨超2%黄金期货价格周四收盘上涨,原因是上周美国首次申领失业救济金人数再次大幅增加,再加上其他一系列经济数据表现疲弱,从而加深了投资者对全球经济增长速度将会返还的担忧情绪。纽约商品交易所6月份交割的黄金期货价格上涨37.30美元,报收于每盎司1725.80美元,涨幅为2.2%,此前该合约在周三的交易中收盘下跌1%以上,原因是美元汇率上涨,且世界各地的一些经济体开始重启,从而削弱了投资者买入黄金以规避风险的需求。5、欧洲各国开始放松封锁、零售股大涨,推动欧股收涨1%欧洲股市周四收盘上涨,投资者正在消化有关新冠病毒爆发的最新消息,以及各国政府为放松封锁措施而作出的努力。欧洲斯托克600指数上涨3.43点,报收于337.77点,涨幅为1.03%,多数行业板块和欧洲主要国家的股市均收盘走高,其中零售股领涨,这个板块大幅上涨了3%以上。另一方面,电信股则逆市下跌0.7%。在欧洲各国股市中,德国DAX 30指数上涨1.30%,报收于10743.77点;英国富时100指数上涨1.38%,报收于5934.61点;法国CAC 40指数上涨1.44%,报收于4497.17点。与此同时,意大利富时MIB指数也上涨0.22%,报收于17197.77点。国际宏观1、美联储卡什卡里:真实失业率要远比就业报告槽糕明尼阿波利斯联邦储备银行行长尼尔-卡什卡里(Neel Kashkari)在周五的月度就业报告之前接受NBC的今日节目(Today Show)采访时表示“该病毒仍在全美各地蔓延。我们必须继续保持较高的衡量标准,不要重新开放得太快,因为我们可能会为此付出沉重代价。”卡什卡里仍持谨慎态度,他说,实际上就业报告并不能提供冠状病毒大流行期间失业的最清晰画面。2、美联储戴利:美国经济不会V型复苏,联储仍有工具可以支持经济旧金山联储主席玛丽-戴利(Mary Daly)周四表示,与她进行过交谈的商界联系人并不认为美国经济活动将会迅速反弹。“与我交谈过的人都不认为经济将会迎来‘V型’复苏,他们认为复苏将是渐进式的,劳工和消费者的信心需要时间才能恢复。”戴利在接受彭博电视采访时表示。3、数据不会说谎!美国人需要第二张刺激支票在过去的两个月里,受累于新冠疫情的迅速蔓延,美国经济、劳动力市场以及股票市场经历了前所未有的混乱。在全球300多万新冠肺炎确诊病例中,接近三分之一来自美国。在这种情况下,为了遏制新冠疫情的蔓延,美国政府必须采取严格的应对举措。不幸的是,新冠疫情以及与之相关的防控举措,已导致逾3000万美国人失去工作。4、欧央行购债举措被德国最高法院裁定违宪 内斗或令欧盟经济复苏成一场空欧洲从大萧条以来最严重的经济冲击中复苏的势头,正受到欧盟内部的政治分歧和沉疴律法的阻碍,这可能会使得到数万亿欧元的刺激资金无法变现。欧盟委员会周三警告说,今年欧盟经济将创纪录地收缩7.5%,欧元区19个国家的降幅可能更大。5、摩根士丹利:“错失恐惧症”助推美股反弹,但这并非是好事摩根士丹利投资管理公司全球平衡风险控制策略主管安德鲁·哈姆斯顿(Andrew Harmstone)日前表示,对错失机遇的担忧在最近的市场波动中发挥了一定作用,但这“并不是一个好迹象。”“错失恐惧症……或者用另一个术语来说就是贪婪,是吧?它肯定在当前市场中发挥了作用,”哈姆斯顿在参加CNBC的访谈节目时表示。6、NBC:白宫正考虑无需经国会批准的经济刺激方法NBC援引两位知情人士的话报道称,白宫正在考虑多种提供更多经济纾困措施而无需经国会批准的方法。其中一项提案是把报税截止日期最长延长至12月15日;目前这个日期已经被推迟到7月15日。另一项提案是延缓执行新的联邦法规。7、欧洲央行行长坚持必须采用超常规工具 IMF总裁表示赞同在德国法院裁定欧洲央行的资产购买计划可能部分违宪的两天后,欧洲央行行长拉加德表示,为了应对新冠危机,欧洲央行别无选择,只能寻求常规政策以外的途径。在与国际货币基金组织总裁格奥尔基耶娃共同出席的一个小组会议上,拉加德说目前是“非常时期”。8、贴身保镖感染新冠病毒,特朗普、彭斯恐仍处危险中北京时间5月7日晚间,特朗普的一名贴身保镖在新冠病毒检测中呈阳性。该男子在白宫的任务是近距离保护总统和第一家庭的安全,推测与特朗普及其家人都有密切接触行为。该男子为海军陆战队特种部队现役队员,其日常职责为贴身保护第一家庭在白宫的安全,据消息人士透露,第一家庭用餐时,他也必须站在旁边保护。9、一文读懂全球疫情:全球累计确诊逾383万 美国累计确诊125万例美国约翰斯·霍普金斯大学发布的实时统计数据显示,截至北京时间5月8日6时30分,全球累计确诊新冠肺炎病例3833957例,累计死亡病例268877例。随着新冠病毒在全球范围内持续扩散,各国进一步采取有力措施应对疫情:意大利拟推出病毒唾液检测试剂盒,几分钟就能出结果;西班牙国家紧急状态再延长两周;土耳其正加速建设两所方舱医院;俄日两国首脑通电话,确认就疫情等问题开展合作。市场观点华尔街点评美股:大型科技股齐涨,但投资者逃离标普500指数ETF油价近期回升,但供应过剩压力犹存原油价格在本周以来的交易中大幅上涨,但分析人士强调指出,全球储油能力的缺乏仍然是一个巨大的问题,并将在不久的未来抑制油价,尤其是美国西德克萨斯轻质原油(WTI)期货价格。dailyfx.com的市场经济学家尼古拉斯·考利(Nicholas Cawley)在一份报告中写道:“WTI原油期货即月合约的价格将继续震荡,直到储油能力的得到解决时为止。交易商相信,当其持有的头寸到期时,他们能以合理价格的储存石油。在全球经济活动不太可能在可以预见的未来回升的形势下,石油需求将保持在低位,目前由于供应过剩而出现的市场失衡现象将会继续限制WTI原油期货价格的任何涨幅。”三菱日联银行的中东和北非研究和战略主管霍曼(Ehsan Khoman)周四在一份报告中写道:“根据我们的模型,新冠病毒所带来的需求下降的最低点是在4月份,为-2610万桶/日。他指出:“随着封锁措施开始放松,目前全球各国正在不同步地重启经济。”尽管如此,霍曼还警告称:“石油市场仍然供过于求,考虑到封锁措施和OPEC+自愿减产的影响,5月份原油供应的过剩产量最多将会达到690万桶/日。”美国失业人数继续增加,前景仍然令人恐惧凯投宏观(Capital Economics)的首席美国经济学家保罗·阿什沃斯(Paul Ashworth)表示,持续申领失业救济金人数的跃升“有点令人失望,因为这表明几乎没有人被叫回去工作”。Indeed Recruiting Lab的经济研究主管尼克·邦克(Nick Bunker)表示:“在过去七个星期时间里,工作岗位很可能已经流失了五分之一。就业市场的前景仍然令人恐惧,不仅公司裁员的速度保持在前所未有的水平,而且招聘意向依然低迷。“虽然申领失业救济金人数继续上升,但上周的数字创下了自新冠病毒被宣布为大流行之后不久以来的最低水平。咨询公司Bleakley Advisory Group的首席投资官皮特-布克瓦(Peter Boockvar)表示:“尽管这项数据很糟糕,但这是自3月中旬以来初请失业金人数最少的一次,因为我们可能已经走过了被迫停摆的最糟糕时期。我们现在可以开始分析经济重启业的速度、商业活动的水平以及新的现实情况会是什么样子。”各国开始撤销封锁措施,投资者关注经济将在何时恢复增长研究公司CFRA Research的首席投资策略师山姆·斯托威尔(Sam Stovall)在谈及美国股市周四的上涨时表示:“投资者在说:看,我知道情况很糟糕,还是告诉我一些我不知道的事情吧。如果我知道事情会很可怕,你唯一能让我感到意外的方法就是带来一个好消息。所有人都认为世界经济正在滑向严重的衰退,因为全球各国的经济都关闭了,希望通过这种方法来减缓新冠病毒的传播。但世界各国和美国的一些州正在制定放松限制的计划,这就使得一些投资者转而关注今年晚些时候经济可能恢复增长的问题。这最终将渗透到企业利润中去,而这是股市的命脉。关注2020年的财报几乎是一种浪费,所以我们还是把目光投向2021年吧。”加利福尼亚州和纽约州已经公布了逐步重新开放经济的计划,而包括佐治亚州在内的其他一些州已经允许部分非必要企业恢复运营。经纪公司德美利证券(TD Ameritrade)的首席市场策略师基纳汉(JJ Kinahan)表示:“我担心的是,到月底时更多的州开始重启经济,而需求却达不到市场预期的水平。”但与此同时,他还补充道:“当你想到这波涨势时,你还会把钱放在哪里呢?”JMP证券公司的股票主管汤姆·赖特(Tom Wright)表示:“股市是个领先指标,而现在股市正在告诉你们,有些经济状况并不像你们在报纸上读到的那样严峻。”自3月下旬以来,在大规模货币和财政刺激的推动下,美国股市从新冠病毒引发的抛售中大幅反弹。现在,投资者正在关注一些州通过放松封锁措施来刺激经济的努力。美国合众银行财富管理公司(U.S. Bank Wealth Management)的首席投资官埃里克·弗里德曼(Eric Freedman)表示:“全球经济的某些领域正在逐步重新开放,再加上企业财报表现的略微改善,从而推动股市上涨。”另外,美国4月份非农就业报告将于周五公布,弗里德曼对此表示:“市场现在更关注的是两个月后的数据,而不是现在的数据。”大型科技股拉动股市回升,但投资者正在逃离标普500指数ETF纳斯达克综合指数周四的反弹在很大程度上是由Facebook、亚马逊、苹果、奈飞和谷歌母公司Alphabet等大型科技股的大幅上涨带动的。这些股票本季度以来都上涨了至少15%,并在2020年迄今的交易中也均有所上涨。此外,另一家大型科技公司微软的股价在今年和本季度截至目前为止的交易中也都累计上涨了16%以上。市场研究公司Yardeni Research的总裁兼首席投资策略师埃德·亚德尼(Ed Yardeni)在一份研究报告中写道:“虽然我们在新冠病毒危机期间都变得更加依赖‘FAANGM’提供的产品和服务,但这些公司可能会变得越来越不受政府监管的影响。它们拥有出色的资产负债表,并正在产生大量的现金流。”投资者预计随着各国开始重启经济,需求将会缓慢复苏。科技股领涨,原因是投资者押注于这些公司在经历了百年来最严重的公共卫生灾难后会表现得更好。投资咨询公司Verdence Capital Advisors的投资组合策略总监梅根·霍恩曼(Megan Horneman)表示:“通常来说,股市会在经济增长触底前5到7个月见底。如果我们认为股市将在第二或第三季度触底,那么猜测3月23日已是底部并非不切实际的。唯一的问题是,市场运行回升的原因最有可能是当局迅速出台了大规模的财政和货币刺激措施,而这就意味着市场可能会在短期迎来修正。“市场技术面分析师、“麦克莱伦市场报告”(McClellan Market Report)的出版人汤姆·麦克莱伦(Tom McClellan)表示,尽管股市从3月份的低点反弹,但投资者正在逃离华尔街最受欢迎的交易所交易基金(ETF)之一。SPDR标普500指数ETF Trust被广泛认为是流动性最强、交易最频繁的交易所交易基金,拥有2540亿美元资产。自3月23日触及熊市低点以来,这个ETF已经上涨了29%以上。麦克莱伦表示,随着股市“上涨走势的进一步推进,投资者开始变得担心,开始撤离这个ETF”。他还指出,这个ETF的总流通股票数量已经触及“过去几年”的最低水平之一。在过去30天时间里,这个ETF已经遭遇了97亿美元的净流出,今年到目前为止已经流出了超过220亿美元。公司新闻1、受疫情影响 巴菲特年度慈善午餐拍卖活动将推迟举办受新冠疫情影响,“股神”沃伦-巴菲特(Warren Buffett)的年度慈善午餐拍卖活动将推迟举办。旧金山慈善机构格莱德(Glide)周四发布声明表示,巴菲特慈善午餐拍卖活动将推迟至今年晚些时候举行。该活动通常在5月或6月进行,在过去20年间筹集了近3500万美元。2、贝佐斯大战特朗普?亚马逊领衔线上电商斥巨资支持邮政总局援助计划由亚马逊支持的在线零售商联盟计划在周三启动一场价值数百万美元的广告大战,反对特朗普总统对于陷入困境的美国邮政总局提高包裹运送率的要求,以避免其在冠状病毒危机中破产。这些广告将从周三晚上开始在全国范围内投放,特别是特朗普先生最喜欢的节目之一:福克斯新闻的“Hannity”,以及周四拉什-林博的电台节目。他们没有提到总统,但是贴上了总统的提议,即对依靠邮寄处方药和其他商品的小企业和美国人,将送货价格提高400%。3、香椽发布跟谁学做空报告第三部分:发现更多未披露关联方香椽研究公司(Citron Research)周四发布了针对跟谁学(NYSE:GSX)的做空报告的第三部分内容。在此以前,香橼公司在4月14日首次发布做空报告称,在其跟踪支付的20%课程中,该公司发现跟谁学虚增营收70%。随后,香橼研究在4月30日发布了做空报告的第二部分内容,指称跟谁学2019年虚增40%注册用户,而且存在刷单行为。截至周四收盘,跟谁学股价上涨4.82%,报40.87美元/股。4、疫情重创美国网约车行业 优步和Lyft不得不大举裁员以应对新常态优步和规模较小的竞争对手Lyft正准备迎接网约车行业的新常态:在可预见的未来,乘客数量将显著减少。优步周三表示,将裁员约14%,规模较小的竞争对手Lyft已于上周裁员约17%,该公司正大幅削减成本应对新冠疫情,以应对业务面临的异常挑战。5、德国政府或90亿欧元救助汉莎航空 但要求持有其25%的股份欧洲最大航空公司的援助计划渐渐浮出水面,作为90亿欧元(97亿美元)救助计划的一部分,德国政府可以通过持有汉莎航空25%的股份来拯救这家公司。德国汉莎航空公司周四证实,该公司正在与德国联邦经济稳定基金(Federal Economic stability Fund)就一项“稳定方案”进行谈判。该基金将用于帮助那些受到疫情重创的公司。6、Roku一季度每股亏损0.45美元,同比扩大5月7日美股盘后,Roku Inc 发布2020财年第一季度财务报告。财报显示,Roku一季度营收同比增长55%,且好于预期;一季度净亏损同比大幅扩大;每股亏损好于预期,但同比大幅扩大。财报显示,Roku一季度营收为3.21亿美元,市场预期为3.05亿美元,去年同期为2.07亿美元,同比增长55%。一季度每股亏损0.45美元,预期每股亏损0.46美元,去年同期每股亏损0.09美元。7、Uber第一季度净亏损29.36亿美元,创近三个季度最高5月7日美股盘后,优步发布2020财年第一季度财务报告。财报显示,优步一季度营收基本符合预期,但同比有所增长;一季度净亏损远不及预期,且与去年同期相比,亏损大幅扩大;每股亏损不及预期,但较去年同期大幅收窄。优步一季度营收为35亿美元,市场预期为35.05亿美元,去年同期为30.99亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924213663,"gmtCreate":1588347886952,"gmtModify":1704367514126,"author":{"id":"3455281894312003","authorId":"3455281894312003","name":"见山不是山","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3455281894312003","authorIdStr":"3455281894312003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>好爽,繼續跌 ","listText":"<a href=\"https://laohu8.com/S/CCL\">$嘉年華郵輪(CCL)$</a>好爽,繼續跌 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