Line290的个人主页 - 老虎社区

Line290

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07-15

$拼多多(PDD)$ 二季度gdp不及预期对pdd是利好啊，pdd感觉可以看作是做空中国正向指标

2023-03-28

$阿里巴巴(BABA)$ 那个男人回来了

2022-03-16

赌一毛钱今晚有可能收跌

抱歉，原内容已删除

2022-03-14

$阿里巴巴(BABA)$今晚砸10个点

2022-01-27

$拼多多(PDD)$据脉脉上前pdd员工爆料，pdd监控离职员工电脑，在职期间装的公司软件杀不死一直上传隐私信息

2021-04-20

敢卖吗？卖20亿就砸下来了

抱歉，原内容已删除

2020-03-10

机器交易背锅，自动爬取新闻接文本情绪分析

美国3大指数熔断，金融风暴？可能是经济危机

2018-08-09

$上证指数(000001.SH)$ 先是几天大跌，散户都不进场，然后猛的拉盘，用最少的资金拉最大的盘，成交量就1500亿，能拉这么多个涨停，庄家自己玩去吧

2018-07-23

$亚马逊(AMZN)$ 刚买了持仓十七八个点的鸡，这货就开始跳水，我有毒，买啥啥跌

2018-04-17

港元贬值

$腾讯控股(00700)$ 。。。

2018-04-16

阿里怎么这么萎

$阿里巴巴(BABA)$ 太差劲了

阿里怎么这么萎

2017-06-09

今天海康有啥利好吗？

$海康威视(002415)$ 怎么涨这么厉害

今天海康有啥利好吗？

2017-05-26

跌这么狠？

$盐津铺子(002847)$ 这是被操纵了？

跌这么狠？

去老虎APP查看更多动态

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02:21","market":"hk","language":"zh","title":"美国3大指数熔断，金融风暴？可能是经济危机","url":"https://stock-news.laohu8.com/highlight/detail?id=2018519890","media":"  ·  由天宇Deco","summary":"[ 亿欧导读 ]  全球疫情蔓延带来深层次的供给与需求衰减","content":"<html><body><div>\n<p>2020年3月9日星期一美股开盘，在布伦特原油期货大跌20%以上、欧洲股市普跌8%左右的情绪下，美国标普指数迅速跌破7%，触及美股熔断机制，道琼斯、纳斯达克均跌幅超过7%，暂停交易15分钟。这是美股自从1987年启动熔断机制以来，第二次触发该机制（上次为1997年），超过2008年的单日跌幅。应该说，这又是全球金融历史性的一刻。好似又一场金融风暴。</p>\n<p><img src=\"https://diting-hetu.iyiou.com/15837775745385.png\" title=\"15837775745385.png\"/></p>\n<p>美国总统特朗普在推特上表示，沙特阿拉伯和俄罗斯就原油减产问题的谈判破裂以及市场恐慌性假消息，让金融市场大跌。</p>\n<p><img src=\"https://diting-hetu.iyiou.com/15837776116167.png\" title=\"15837776116167.png\"/></p>\n<p>特朗普的观点，是典型的直接论证，原油大跌对股市的确有技术性的关联，主要可能体现在</p>\n<p>1-原油大跌冲击投机机构当下脆弱的风险偏好，选择抛售和开空对冲；</p>\n<p>2-油价与股指大跌冲击垃圾企业债的连环效应；</p>\n<p>同时大概也与美股十年来持续新高，越来越多ETF资金、越来越高比例机器交易机制有关。</p>\n<h3><strong>市场背后是供给和需求的缩减预期</strong></h3>\n<p>但事实上，除去市场和技术性要素，原油大跌和股市大跌的背后，其因素是在新冠疫情向全球大蔓延的趋势下，全球产业链（供给侧）和消费端（需求侧）都面临很大缩减的一种强烈反应。</p>\n<p>在中国疫情爆发的过去1个半月中，市场给出的基本预期是，对部分供应链的短期短缺影响，和短期中国消费的抑制，随着疫情控制和复工，大概率能走出V型反弹的态势（IMF总裁格奥尔基耶娃早前观点），全球股市包括中国股市给出的反应都不算特别明显（当然还有中外金融市场关联性尚不强和A股资金驱动原因）。</p>\n<p>但随着疫情向全球更多地区发展，尤其是欧洲各个主要大国感染数字持续上涨和美国的感染区域变多，意大利多地区“封城”、美国数个州紧急状态，疫情真正将影响到各个国家国内的实际消费需求，同时，全球交通交流受到主被动阻断，带来各种跨国间消费、贸易、商务往来效率、潜在机会的大幅降低，既进一步影响消费，又影响多个产业供应链的运转，而且这种各国之间的连接/阻断是一种网络效应，越多连接的被限制会带来越大的消极影响；进一步，新冠病毒大概率还会持续翻滚相当一段时间，这种翻滚既会持续抑制消费和影响供应链，会有让网络效应进一步叠加。</p>\n<p>这三点，直接消费减少、全球网络效应、时间蔓延效应叠加起来是对经济的极大杀伤。</p>\n<h3><strong>三要素叠加削减降息意义</strong></h3>\n<p>这种打击，尤其是持续的时间越长，货币宽松和降息带来的提振作用就越差，美联储上周盘中突然祭出50个基点降息似乎完全没产生作用。因为在这种环境下，即使能降低企业偿债成本，但推不动需求的降息意义也是不大的。而如果在疫情被控制之前，各央行的货币政策都用了大半，那到时还能有什么手段呢？</p>\n<p>所以，笔者认为，当下全球金融市场的大跌，直接看是金融风暴，但深层次已经是经济危机的开口。</p>\n<h3><strong>中国的不乐观与乐观</strong></h3>\n<p>中国在这种大环境中，虽然疫情抑制已现曙光，国内的生产生活逐步恢复，但全球其他地区的情况对外贸会极大拖累，也会限制很多交流、商务的机会可能，所以短期没有乐观的必要。但从长期看，新基建（本质上是对数字化和智能技术的投资）、国内市场消费需求整体潜力，资本市场改革这三大动力仍然值得期待。</p>\n<p>金融市场的大震荡，既是对经济问题的一种反映，又可能埋下和推动一些新经济种子，我们有谨慎的信心和理由去期待。</p>\n\n<p><i>版权声明</i></p><p><span>本文来源亿欧，经亿欧授权发布，版权归原作者所有。转载或内容合作请点击<i>转载说明</i>，违规转载法律必究。</span></p>\n</div></body></html>","source":"iyiou_stock","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美国3大指数熔断，金融风暴？可能是经济危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-10 02:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.iyiou.com/p/124746.html><strong>  ·  由天宇Deco</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年3月9日星期一美股开盘，在布伦特原油期货大跌20%以上、欧洲股市普跌8%左右的情绪下，美国标普指数迅速跌破7%，触及美股熔断机制，道琼斯、纳斯达克均跌幅超过7%，暂停交易15分钟。这是美股自从1987年启动熔断机制以来，第二次触发该机制（上次为1997年），超过2008年的单日跌幅。应该说，这又是全球金融历史性的一刻。好似又一场金融风暴。\n\n美国总统特朗普在推特上表示，沙特阿拉伯和俄罗斯...</p>\n\n<a href=\"https://www.iyiou.com/p/124746.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://diting-hetu.iyiou.com/15668922786895.jpg?imageView2/1/w/900/h/600/format/jpg","relate_stocks":{"SQQQ":"纳指三倍做空ETF","DDM":"道指两倍做多ETF","UCO":"二倍做多彭博原油ETF","SCO":"二倍做空彭博原油指数ETF",".DJI":"道琼斯","DXD":"道指两倍做空ETF","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","PSQ":"纳指反向ETF","USO":"美国原油ETF","QLD":"纳指两倍做多ETF"},"source_url":"https://www.iyiou.com/p/124746.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2018519890","content_text":"2020年3月9日星期一美股开盘，在布伦特原油期货大跌20%以上、欧洲股市普跌8%左右的情绪下，美国标普指数迅速跌破7%，触及美股熔断机制，道琼斯、纳斯达克均跌幅超过7%，暂停交易15分钟。这是美股自从1987年启动熔断机制以来，第二次触发该机制（上次为1997年），超过2008年的单日跌幅。应该说，这又是全球金融历史性的一刻。好似又一场金融风暴。\n\n美国总统特朗普在推特上表示，沙特阿拉伯和俄罗斯就原油减产问题的谈判破裂以及市场恐慌性假消息，让金融市场大跌。\n\n特朗普的观点，是典型的直接论证，原油大跌对股市的确有技术性的关联，主要可能体现在\n1-原油大跌冲击投机机构当下脆弱的风险偏好，选择抛售和开空对冲；\n2-油价与股指大跌冲击垃圾企业债的连环效应；\n同时大概也与美股十年来持续新高，越来越多ETF资金、越来越高比例机器交易机制有关。\n市场背后是供给和需求的缩减预期\n但事实上，除去市场和技术性要素，原油大跌和股市大跌的背后，其因素是在新冠疫情向全球大蔓延的趋势下，全球产业链（供给侧）和消费端（需求侧）都面临很大缩减的一种强烈反应。\n在中国疫情爆发的过去1个半月中，市场给出的基本预期是，对部分供应链的短期短缺影响，和短期中国消费的抑制，随着疫情控制和复工，大概率能走出V型反弹的态势（IMF总裁格奥尔基耶娃早前观点），全球股市包括中国股市给出的反应都不算特别明显（当然还有中外金融市场关联性尚不强和A股资金驱动原因）。\n但随着疫情向全球更多地区发展，尤其是欧洲各个主要大国感染数字持续上涨和美国的感染区域变多，意大利多地区“封城”、美国数个州紧急状态，疫情真正将影响到各个国家国内的实际消费需求，同时，全球交通交流受到主被动阻断，带来各种跨国间消费、贸易、商务往来效率、潜在机会的大幅降低，既进一步影响消费，又影响多个产业供应链的运转，而且这种各国之间的连接/阻断是一种网络效应，越多连接的被限制会带来越大的消极影响；进一步，新冠病毒大概率还会持续翻滚相当一段时间，这种翻滚既会持续抑制消费和影响供应链，会有让网络效应进一步叠加。\n这三点，直接消费减少、全球网络效应、时间蔓延效应叠加起来是对经济的极大杀伤。\n三要素叠加削减降息意义\n这种打击，尤其是持续的时间越长，货币宽松和降息带来的提振作用就越差，美联储上周盘中突然祭出50个基点降息似乎完全没产生作用。因为在这种环境下，即使能降低企业偿债成本，但推不动需求的降息意义也是不大的。而如果在疫情被控制之前，各央行的货币政策都用了大半，那到时还能有什么手段呢？\n所以，笔者认为，当下全球金融市场的大跌，直接看是金融风暴，但深层次已经是经济危机的开口。\n中国的不乐观与乐观\n中国在这种大环境中，虽然疫情抑制已现曙光，国内的生产生活逐步恢复，但全球其他地区的情况对外贸会极大拖累，也会限制很多交流、商务的机会可能，所以短期没有乐观的必要。但从长期看，新基建（本质上是对数字化和智能技术的投资）、国内市场消费需求整体潜力，资本市场改革这三大动力仍然值得期待。\n金融市场的大震荡，既是对经济问题的一种反映，又可能埋下和推动一些新经济种子，我们有谨慎的信心和理由去期待。\n版权声明本文来源亿欧，经亿欧授权发布，版权归原作者所有。转载或内容合作请点击转载说明，违规转载法律必究。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239019,"gmtCreate":1533801390615,"gmtModify":1704769841541,"author":{"id":"3458100270832000","authorId":"3458100270832000","name":"Line290","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$上证指数(000001.SH)$ 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二季度gdp不及预期对pdd是利好啊，pdd感觉可以看作是做空中国正向指标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327733390229768","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634826515,"gmtCreate":1647438895271,"gmtModify":1647438895271,"author":{"id":"3458100270832000","authorId":"3458100270832000","name":"Line290","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赌一毛钱今晚有可能收跌","listText":"赌一毛钱今晚有可能收跌","text":"赌一毛钱今晚有可能收跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634826515","repostId":"1130420612","repostType":2,"repost":{"id":"1130420612","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":1647438482,"share":"https://www.laohu8.com/m/news/1130420612?lang=&edition=full","pubTime":"2022-03-16 21:48","market":"other","language":"zh","title":"美股高开高走，纳指涨幅扩大至逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130420612","media":"老虎资讯综合","summary":"3月16日，美股高开高走，纳指涨幅扩大至逾2%，道指现涨1.3%，标普500指数涨1.58%。大型科技股走高，苹果、微软涨超1%，特斯拉、谷歌涨超2%，英伟达涨近3%，AMD涨超3%；热门中概股集体上","content":"<html><head></head><body><p>3月16日，美股高开高走，纳指涨幅扩大至逾2%，道指现涨1.3%，标普500指数涨1.58%。</p><p>大型科技股走高，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨超2%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超3%；</p><p>热门中概股集体上涨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超16%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超35%。</p><p><img src=\"https://static.tigerbbs.com/3b190e657767250910a484e049ba6d7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>美股高开高走，纳指涨幅扩大至逾2%</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; 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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美股高开高走，纳指涨幅扩大至逾2%\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\">2022-03-16 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月16日，美股高开高走，纳指涨幅扩大至逾2%，道指现涨1.3%，标普500指数涨1.58%。</p><p>大型科技股走高，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨超1%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨超2%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近3%，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超3%；</p><p>热门中概股集体上涨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超16%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超35%。</p><p><img src=\"https://static.tigerbbs.com/3b190e657767250910a484e049ba6d7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4550":"红杉资本持仓","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","BK4561":"索罗斯持仓",".IXIC":"NASDAQ 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。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178654","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}