+关注
穿越迷雾
暂无个人介绍
IP属地:湖北
114
关注
5
粉丝
3
主题
0
勋章
主贴
热门
穿越迷雾
11-22
不错
穿越迷雾
2020-09-16
是要环球账户才能买期权吗
@妮豆的大只哥哥:年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。
$哔哩哔哩(BILI)$
$Sea Ltd(SE)$
$Zoom(ZM)$
穿越迷雾
2020-08-03
这篇文章不错,转发给大家看
@柳下惠的气质:卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]
@Seven8
@爱发红包的虎妞
@gugu
@话题虎
穿越迷雾
2020-07-30
苹果这种公司,适合底部跨式策略吧
穿越迷雾
2020-07-21
$万事达(MA)$
和visa哪个强
穿越迷雾
2020-07-14
$苹果(AAPL)$
怎么样
穿越迷雾
2020-07-13
$阿里巴巴(BABA)$
看不懂
穿越迷雾
2020-07-10
$Adobe(ADBE)$
这个走势稳
穿越迷雾
2020-06-29
这篇文章不错,转发给大家看
@扑克投资家:制造的天花板:聊聊台积电和中芯国际的未来抉择
穿越迷雾
2020-06-26
$好市多(COST)$
.横盘啊
穿越迷雾
2020-06-24
$波音(BA)$
不看好
穿越迷雾
2020-06-24
$星巴克(SBUX)$
值得未来拿五年吗
穿越迷雾
2020-06-24
这篇文章不错,转发给大家看
现货黄金日涨0.7%,刷新近8年新高至1766.3美元/盎司
穿越迷雾
2020-06-24
$亚马逊(AMZN)$
等机会上车
穿越迷雾
2020-06-23
$好市多(COST)$
不如科技公司强势
穿越迷雾
2020-06-23
$麦当劳(MCD)$
老巴那么喜欢可乐,为什么不重仓麦当劳
穿越迷雾
2020-06-23
$家得宝(HD)$
这种算零售行业吗?牛股啊
穿越迷雾
2020-06-23
$腾讯控股ADR(TCEHY)$
买港股的好,还是买这个好
穿越迷雾
2020-06-20
你大爷还是你大爷
抱歉,原内容已删除
穿越迷雾
2020-06-08
$美国航空(AAL)$
牛,这是泡沫吗
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3464750387172889","uuid":"3464750387172889","gmtCreate":1501656367190,"gmtModify":1502086729908,"name":"穿越迷雾","pinyin":"cymwchuanyuemiwu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":114,"tweetSize":41,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"湖北","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":373502635971000,"gmtCreate":1732226959622,"gmtModify":1732239041343,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[{"img":"https://static.tigerbbs.com/3a052a6e859c347e87b2a91bd7f31fba","width":"1080","height":"1609"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373502635971000","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972664586,"gmtCreate":1600220831045,"gmtModify":1703820767305,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"是要环球账户才能买期权吗","listText":"是要环球账户才能买期权吗","text":"是要环球账户才能买期权吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972664586","repostId":"971576683","repostType":1,"repost":{"id":971576683,"gmtCreate":1599013730442,"gmtModify":1704221044803,"author":{"id":"3507643508435363","authorId":"3507643508435363","name":"妮豆的大只哥哥","avatar":"https://static.tigerbbs.com/9be33223010bff46aab145c98a36a6fe","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3507643508435363","idStr":"3507643508435363"},"themes":[],"htmlText":"年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。 <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>","listText":"年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。 <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>","text":"年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。 $哔哩哔哩(BILI)$$Sea Ltd(SE)$$Zoom(ZM)$","images":[{"img":"https://static.tigerbbs.com/d34c5f4c98facf67a9dc65014cfb5f4b","width":"884","height":"921"},{"img":"https://static.tigerbbs.com/184ff07163d076efd69f07f0d1e0d93e","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/d4747c6aa161617839859f399a686475","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971576683","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945333925,"gmtCreate":1596452445267,"gmtModify":1704212214212,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945333925","repostId":"942406684","repostType":1,"repost":{"id":942406684,"gmtCreate":1596185393948,"gmtModify":1704211655110,"author":{"id":"27853154588556","authorId":"27853154588556","name":"柳下惠的气质","avatar":"https://static.tigerbbs.com/536a0597a7ebf8c52d5f471760069d79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"27853154588556","idStr":"27853154588556"},"themes":[],"htmlText":"卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]<a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a><a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a href=\"https://laohu8.com/U/387611620380\">@gugu</a><a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","listText":"卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]<a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a><a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a href=\"https://laohu8.com/U/387611620380\">@gugu</a><a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]@Seven8@爱发红包的虎妞@gugu@话题虎","images":[{"img":"https://static.tigerbbs.com/e65a02bbd6589addc2e3b9f3e28a528e","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/dd6dc24900073ed3ae3bb39f57fa6034","width":"1242","height":"2208"},{"img":"https://static.tigerbbs.com/6cabea594a49460d0e8b9a9502786393","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942406684","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942974932,"gmtCreate":1596061919226,"gmtModify":1704210828149,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"苹果这种公司,适合底部跨式策略吧","listText":"苹果这种公司,适合底部跨式策略吧","text":"苹果这种公司,适合底部跨式策略吧","images":[{"img":"https://static.tigerbbs.com/891a506f11c2d140b973d4f8c7371e43","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942974932","isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":948128030,"gmtCreate":1595296423120,"gmtModify":1704208400330,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>和visa哪个强","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>和visa哪个强","text":"$万事达(MA)$和visa哪个强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948128030","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943722908,"gmtCreate":1594721033104,"gmtModify":1704206500935,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>怎么样","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>怎么样","text":"$苹果(AAPL)$怎么样","images":[{"img":"https://static.tigerbbs.com/4d084523b7ce9c026c6b634e087ccfae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943722908","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":943680560,"gmtCreate":1594610697250,"gmtModify":1704205928979,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看不懂","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看不懂","text":"$阿里巴巴(BABA)$看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943680560","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943902449,"gmtCreate":1594356284081,"gmtModify":1704205343803,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>这个走势稳","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>这个走势稳","text":"$Adobe(ADBE)$这个走势稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943902449","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957848190,"gmtCreate":1593399842710,"gmtModify":1704201795026,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957848190","repostId":"957394153","repostType":1,"repost":{"id":957394153,"gmtCreate":1593181526443,"gmtModify":1704201437378,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105581449289","idStr":"3524105581449289"},"themes":[],"title":"制造的天花板:聊聊台积电和中芯国际的未来抉择","htmlText":"编 辑 | 张旖旎 作 者 | 深圳宁南山 来 源 | 宁南山 今天简单聊一聊中芯国际和台积电, 面对美国对华为的制裁会怎么做,以下只是一点想法和思考。 我们先说台积电,台积电会为了华为建立去美化产线吗? 台积电由于地处台湾地区,而不是在中国大陆,这注定让其能做到的极限就是一家对客户负责的商业公司。 我们要承认台积电在商业领域的专业性,在台积电的财报里面,他们总是会在开头强调台积电的核心价值:“诚信正直,承诺,创新,客户信任”。 我们也要相信台积电是一家对客户负责任,并且又富有创新能力的公司, 这也是台积电能做到今日占全球代工市场份额超过50%之惊人成就的原因。 一家商业公司,如果不能做到对客户负责,是不可能做大做强的。 因此台积电在120天缓冲期,必然会尽力为华为生产尽量多的芯片,给与华为支持。 同时也必然会向美国政府提出申诉,力争能够继续向华为供货。 但是做产线去美化,台积电在逻辑上是没有动力的,因为这尽管表面上不违反美国的禁令,但是却违背了美国制裁华为的本意,也是损害美国半导体生产设备厂家的利益的。 对于作为商业公司的台积电来说,损失华为只是损失了2019年销售额的14%,而如果得罪了美国,则可能会危及到自身100%的销售额,毕竟美国不管是半导体设备和材料技术,还是对台湾的政治影响,以及军事能力,都有绝对的优势。 14%与100%,即使从成就客户的角度,台积电作为一家商业公司很容易做出选择,为什么要为了华为一个客户,而让其他客户承担风险呢? 更何况,华为的14%其实是可以被其他厂家填补的,毕竟台积电作为全球芯片制造技术最为领先的公司,并不太需要为订单发愁,只要他的技术和管理还是业界领先的话。 即使台积电发现,自己有能力在技术上推动上游厂家去美化,从而获得为华为供货的机会,并且发现美国也根本无法在技术上遏制住自己所有的正常生产制造","listText":"编 辑 | 张旖旎 作 者 | 深圳宁南山 来 源 | 宁南山 今天简单聊一聊中芯国际和台积电, 面对美国对华为的制裁会怎么做,以下只是一点想法和思考。 我们先说台积电,台积电会为了华为建立去美化产线吗? 台积电由于地处台湾地区,而不是在中国大陆,这注定让其能做到的极限就是一家对客户负责的商业公司。 我们要承认台积电在商业领域的专业性,在台积电的财报里面,他们总是会在开头强调台积电的核心价值:“诚信正直,承诺,创新,客户信任”。 我们也要相信台积电是一家对客户负责任,并且又富有创新能力的公司, 这也是台积电能做到今日占全球代工市场份额超过50%之惊人成就的原因。 一家商业公司,如果不能做到对客户负责,是不可能做大做强的。 因此台积电在120天缓冲期,必然会尽力为华为生产尽量多的芯片,给与华为支持。 同时也必然会向美国政府提出申诉,力争能够继续向华为供货。 但是做产线去美化,台积电在逻辑上是没有动力的,因为这尽管表面上不违反美国的禁令,但是却违背了美国制裁华为的本意,也是损害美国半导体生产设备厂家的利益的。 对于作为商业公司的台积电来说,损失华为只是损失了2019年销售额的14%,而如果得罪了美国,则可能会危及到自身100%的销售额,毕竟美国不管是半导体设备和材料技术,还是对台湾的政治影响,以及军事能力,都有绝对的优势。 14%与100%,即使从成就客户的角度,台积电作为一家商业公司很容易做出选择,为什么要为了华为一个客户,而让其他客户承担风险呢? 更何况,华为的14%其实是可以被其他厂家填补的,毕竟台积电作为全球芯片制造技术最为领先的公司,并不太需要为订单发愁,只要他的技术和管理还是业界领先的话。 即使台积电发现,自己有能力在技术上推动上游厂家去美化,从而获得为华为供货的机会,并且发现美国也根本无法在技术上遏制住自己所有的正常生产制造","text":"编 辑 | 张旖旎 作 者 | 深圳宁南山 来 源 | 宁南山 今天简单聊一聊中芯国际和台积电, 面对美国对华为的制裁会怎么做,以下只是一点想法和思考。 我们先说台积电,台积电会为了华为建立去美化产线吗? 台积电由于地处台湾地区,而不是在中国大陆,这注定让其能做到的极限就是一家对客户负责的商业公司。 我们要承认台积电在商业领域的专业性,在台积电的财报里面,他们总是会在开头强调台积电的核心价值:“诚信正直,承诺,创新,客户信任”。 我们也要相信台积电是一家对客户负责任,并且又富有创新能力的公司, 这也是台积电能做到今日占全球代工市场份额超过50%之惊人成就的原因。 一家商业公司,如果不能做到对客户负责,是不可能做大做强的。 因此台积电在120天缓冲期,必然会尽力为华为生产尽量多的芯片,给与华为支持。 同时也必然会向美国政府提出申诉,力争能够继续向华为供货。 但是做产线去美化,台积电在逻辑上是没有动力的,因为这尽管表面上不违反美国的禁令,但是却违背了美国制裁华为的本意,也是损害美国半导体生产设备厂家的利益的。 对于作为商业公司的台积电来说,损失华为只是损失了2019年销售额的14%,而如果得罪了美国,则可能会危及到自身100%的销售额,毕竟美国不管是半导体设备和材料技术,还是对台湾的政治影响,以及军事能力,都有绝对的优势。 14%与100%,即使从成就客户的角度,台积电作为一家商业公司很容易做出选择,为什么要为了华为一个客户,而让其他客户承担风险呢? 更何况,华为的14%其实是可以被其他厂家填补的,毕竟台积电作为全球芯片制造技术最为领先的公司,并不太需要为订单发愁,只要他的技术和管理还是业界领先的话。 即使台积电发现,自己有能力在技术上推动上游厂家去美化,从而获得为华为供货的机会,并且发现美国也根本无法在技术上遏制住自己所有的正常生产制造","images":[{"img":"https://static.tigerbbs.com/1e92c38246254e8182e5e439871fb61e","width":"83","height":"83"},{"img":"https://static.tigerbbs.com/b9b5e7c29f9e4c8ba712e54174ade2e3","width":"468","height":"325"},{"img":"https://static.tigerbbs.com/5d9640ce77ac4735947510339a11f385","width":"83","height":"83"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957394153","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957987306,"gmtCreate":1593168137405,"gmtModify":1704201341952,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>.横盘啊","listText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>.横盘啊","text":"$好市多(COST)$.横盘啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957987306","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954547545,"gmtCreate":1592997339887,"gmtModify":1704200877773,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>不看好","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>不看好","text":"$波音(BA)$不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954547545","isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954583796,"gmtCreate":1592982309015,"gmtModify":1704200811225,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a>值得未来拿五年吗","listText":"<a href=\"https://laohu8.com/S/SBUX\">$星巴克(SBUX)$</a>值得未来拿五年吗","text":"$星巴克(SBUX)$值得未来拿五年吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954583796","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954515401,"gmtCreate":1592978729503,"gmtModify":1704200804278,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954515401","repostId":"1113166489","repostType":4,"repost":{"id":"1113166489","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":1592918651,"share":"https://www.laohu8.com/m/news/1113166489?lang=&edition=full","pubTime":"2020-06-23 21:24","market":"fut","language":"zh","title":"现货黄金日涨0.7%,刷新近8年新高至1766.3美元/盎司","url":"https://stock-news.laohu8.com/highlight/detail?id=1113166489","media":"老虎资讯综合","summary":"6月23日讯,现货黄金短线拉升,再度刷新近8年新高至1766.3美元/盎司,日涨幅扩大至0.7%。","content":"<p>6月23日讯,现货黄金短线拉升,再度刷新近8年新高至1766.3美元/盎司,日涨幅扩大至0.7%。</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>现货黄金日涨0.7%,刷新近8年新高至1766.3美元/盎司</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现货黄金日涨0.7%,刷新近8年新高至1766.3美元/盎司\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\">2020-06-23 21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月23日讯,现货黄金短线拉升,再度刷新近8年新高至1766.3美元/盎司,日涨幅扩大至0.7%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113166489","content_text":"6月23日讯,现货黄金短线拉升,再度刷新近8年新高至1766.3美元/盎司,日涨幅扩大至0.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954515394,"gmtCreate":1592978560618,"gmtModify":1704200803238,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>等机会上车","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>等机会上车","text":"$亚马逊(AMZN)$等机会上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954515394","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954612801,"gmtCreate":1592906462603,"gmtModify":1704200522452,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>不如科技公司强势","listText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>不如科技公司强势","text":"$好市多(COST)$不如科技公司强势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954612801","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954612152,"gmtCreate":1592906439476,"gmtModify":1704200522280,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a>老巴那么喜欢可乐,为什么不重仓麦当劳","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a>老巴那么喜欢可乐,为什么不重仓麦当劳","text":"$麦当劳(MCD)$老巴那么喜欢可乐,为什么不重仓麦当劳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954612152","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954612988,"gmtCreate":1592906383444,"gmtModify":1704200522108,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HD\">$家得宝(HD)$</a>这种算零售行业吗?牛股啊","listText":"<a href=\"https://laohu8.com/S/HD\">$家得宝(HD)$</a>这种算零售行业吗?牛股啊","text":"$家得宝(HD)$这种算零售行业吗?牛股啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954612988","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954878595,"gmtCreate":1592890843917,"gmtModify":1704200462724,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>买港股的好,还是买这个好","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>买港股的好,还是买这个好","text":"$腾讯控股ADR(TCEHY)$买港股的好,还是买这个好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954878595","isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954939981,"gmtCreate":1592614777143,"gmtModify":1704199947235,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"你大爷还是你大爷","listText":"你大爷还是你大爷","text":"你大爷还是你大爷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954939981","repostId":"1146196342","repostType":4,"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956138680,"gmtCreate":1591611662240,"gmtModify":1704196092225,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464750387172889","idStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>牛,这是泡沫吗","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>牛,这是泡沫吗","text":"$美国航空(AAL)$牛,这是泡沫吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956138680","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":991093518,"gmtCreate":1564401098634,"gmtModify":1704707014675,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> 这一单保证金多少钱","listText":"<a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> 这一单保证金多少钱","text":"$道琼斯指数主连(YMmain)$ 这一单保证金多少钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/991093518","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"content":"mini多少?mini多少倍杠杆","text":"mini多少?mini多少倍杠杆","html":"mini多少?mini多少倍杠杆"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449461,"gmtCreate":1553869915833,"gmtModify":1704795685351,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"$亚马逊(AMZN)$现在还能入吗?还是等回调","listText":"$亚马逊(AMZN)$现在还能入吗?还是等回调","text":"$亚马逊(AMZN)$现在还能入吗?还是等回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/449461","isVote":1,"tweetType":1,"viewCount":1810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954878595,"gmtCreate":1592890843917,"gmtModify":1704200462724,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>买港股的好,还是买这个好","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a>买港股的好,还是买这个好","text":"$腾讯控股ADR(TCEHY)$买港股的好,还是买这个好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954878595","isVote":1,"tweetType":1,"viewCount":2856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954939981,"gmtCreate":1592614777143,"gmtModify":1704199947235,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"你大爷还是你大爷","listText":"你大爷还是你大爷","text":"你大爷还是你大爷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954939981","repostId":"1146196342","repostType":4,"repost":{"id":"1146196342","kind":"news","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌,让您用手机也能从海量数据中获得有用的决策信息支持,数据是个宝,炒股不烦恼!","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1592613550,"share":"https://www.laohu8.com/m/news/1146196342?lang=&edition=full","pubTime":"2020-06-20 08:39","market":"us","language":"zh","title":"巴菲特Q2暴赚400亿美元!拼多多超越京东站上千亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1146196342","media":"数据宝","summary":"截至今天,巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。股神巴菲特退休?本月17日,一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播,信中声称巴菲特将把$伯克希尔$公司董事会主席一职交给David Scott Portnoy接任,并立即生效。实际上,在美国的社交平台上,巴菲特的股神地位已被多次质疑。2015年4月,拼多多成立,3年后赴美上市,上市两年,拼多多已至千亿美元市值,从白手起家到财富超千亿人民币,黄铮只用了5年。","content":"<blockquote>截至今天,巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。</blockquote><p><b>股神巴菲特退休?虚惊一场</b></p><p>本月17日,一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播,信中声称巴菲特将把<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>公司董事会主席一职交给David Scott Portnoy接任,并立即生效。</p><p>该书信迅速在中国社交媒体上传播,也引发了国内媒体去信伯克希尔公司求证。事后证明,这完全是一场闹剧,<b>这封书信是美国网络红人David Scott Portnoy自己模仿巴菲特语气伪造的。</b></p><p>实际上,在美国的社交平台上,巴菲特的股神地位已被多次质疑。美股近年来的牛市,使得有些垃圾股都能出现大幅上涨,巴菲特价值投资的理论也还是被多次嘲讽。</p><p>巴菲特今年已经89岁,关于退休的问题,几乎在每次伯克希尔股东大会上巴菲特都会被问到,而巴菲特给出的答案都是再等等。</p><p><b>巴菲特一季度创出史上最大亏损</b></p><p>对于巴菲特的抨击从未像今年如此之多。原因主要源于以下几点:</p><p>首先,巴菲特旗下伯克希尔.哈撒韦公司,一季度财报显示,<b>该公司一季度净亏损497亿美元,约3500亿元人民币,这是公司历史上最大的季度投资亏损。</b></p><p>其次,受新冠肺炎疫情影响,美股在一季度迅速下跌,巴菲特在一季度加仓航空股后,又于4月份全部割肉航空股。<b>而其手持的现金,也创下了伯克希尔公司的历史最高纪录,超1300亿美元</b>,从伯克希尔的持仓报告看,几乎未见抄底的动作。这几年,巴菲特也一直在抱怨称市场完全被高估,很多股票的价格过高,巴菲特对大举买入美股一直都比较谨慎。</p><p>最后,是巴菲特的投资风格依旧维持多年的习惯,持有大量金融股,对科技股抱有怀疑态度,几乎错过了这波科技股的红利。从2009年开始的这轮牛市中,伯克希尔公司的股价表现一直落后于标准500指数,<b>期间,伯克希尔公司A类股票股上涨了180%,而标普500指数上涨了243%。</b></p><p>伯克希尔公司近年投资表现不佳,也引发了公司股东的强烈质疑。有多个知名的长期投资者抛售伯克希尔公司股份。比如,Wedgewood Partners的首席投资长罗尔夫是伯克希尔几十年的股东就表示将出售价值千万美元的公司股票,并认为巴菲特错过了投资机会。</p><p><b>巴菲特持仓二季度表现如何?</b></p><p>证券时报·数据宝根据伯克希尔一季度持仓以及二季度期间的持仓变动,粗略统计显示,截至今天,<b>巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元(合人民币2800亿元,<a href=\"https://laohu8.com/S/BIDU\">百度</a>目前市值400多亿美元)。</b></p><p>具体来看,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司贡献了巴菲特投资组合的一半收益,苹果公司是巴菲特投资组合第一大持股,比例有35.5%<span>。巴菲特投资组合一季度末持有2.45亿股苹果股份,占苹果公司总股本的近6%,价值623.4亿美元,苹果公司股价自4月以来,已实现38%的涨幅,计算可知巴菲特持股增值240亿美元。</span></p><p>对巴菲特投资收益贡献较大的还有<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>公司和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司</b>,二季度投资收益分别为36.8亿、28.9亿、26亿、15.8亿和12.67亿美元。巴菲特前7大持股除上述股外,唯有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>二季度表现最差,亏损1.9亿美元。</p><p>从巴菲特投资组合的二季度股价表现看,高端家居零售商RH 的表现最好,二季度上涨153%,不过该股占投资组合比例不到0.1%。股价表现好的还有提供金融技术解决方案的STNE,二季度涨77%。持股股价表现最差的是<b>生物基因BIIB</b>,占巴菲特投资组合的0.11%,二季度下跌17.7%,二季度下跌的还有<b>电信公司LILA和富国银行</b>,下跌幅度不足3%。</p><p><img src=\"https://static.tigerbbs.com/0178498fe406086eee79badfb9378124\" tg-width=\"551\" tg-height=\"343\"></p><p>如果将二季度投资收益与一季度末持股市值相比,巴菲特持股组合实现投资收益约为25%,而同期纳斯达克指数涨29%。<b>如果再考虑伯克希尔公司持有超1000亿美元的现金,可见巴菲特二季度仍是跑输指数的。</b>并且巴菲特一季度亏损近500亿美元,如果接下来的交易日里,巴菲特持股没有优异的表现,<b>伯克希尔半年报合计报表仍将大概率亏损。</b></p><p><img src=\"https://static.tigerbbs.com/8c72934e2e9a1a144e72cbb25a1114a3\" tg-width=\"620\" tg-height=\"371\"></p><p><b>全球股市连连看 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>站上千亿美元大关</b></p><p>近一周看,全球重要股市指数悉数收涨。<span>巴西IBOVESPA指数涨幅最大,周累计涨4.07%,纳斯达克指数、深证成指、德国DAX和<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数均涨超3%。</span></p><p>俄罗斯RTS、日经225和韩国综合指数涨幅最小,周累计涨幅均不足1%。</p><p>周五的美股三大指数涨跌不一,受美国疫情大幅反弹影响,航空股、游轮股等全线跳水。苹果跌0.57%, 苹果宣布,随着美国某些地区的冠状病毒感染率开始上升,即将关闭在亚利桑那州,佛罗里达州,北卡罗来纳州和南卡罗来纳州的11家商店,这些商店几周前才重新开业。</p><p><img src=\"https://static.tigerbbs.com/2ccefa480a7448e5f9cc01e04b01b5ae\" tg-width=\"483\" tg-height=\"389\"></p><p><b>中概股的拼多多涨超6%,市值站上1000亿美元,市值超越<a href=\"https://laohu8.com/S/JD\">京东</a>, 成为仅次于阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>美团的第四大互联网公司。</b><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近5%,均创历史新高,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.28%,京东跌3.54%,金山云涨15.37%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨2.37%,据腾讯提交的13D文件显示,腾讯在6月斥资1000万美元买入蔚来汽车168万股ADS。</p><p>自3月16日创下阶段低点以来,<b>拼多多股价连续上涨,截至6月19日收盘,总涨幅近160%</b>。随着拼多多持续大涨,80后的创世人黄峥的身家也水涨船高,根据福布斯实时数据显示,黄铮已成为中国第三大富豪。<span>2015年4月,拼多多成立,3年后赴美上市,上市两年,拼多多已至千亿美元市值,从白手起家到财富超千亿人民币,黄铮只用了5年。</span></p><p><img src=\"https://static.tigerbbs.com/d2bc12828dffaf4761401c077f8a91f3\" tg-width=\"840\" tg-height=\"470\"></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>巴菲特Q2暴赚400亿美元!拼多多超越京东站上千亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特Q2暴赚400亿美元!拼多多超越京东站上千亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2020-06-20 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>截至今天,巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。</blockquote><p><b>股神巴菲特退休?虚惊一场</b></p><p>本月17日,一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播,信中声称巴菲特将把<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>公司董事会主席一职交给David Scott Portnoy接任,并立即生效。</p><p>该书信迅速在中国社交媒体上传播,也引发了国内媒体去信伯克希尔公司求证。事后证明,这完全是一场闹剧,<b>这封书信是美国网络红人David Scott Portnoy自己模仿巴菲特语气伪造的。</b></p><p>实际上,在美国的社交平台上,巴菲特的股神地位已被多次质疑。美股近年来的牛市,使得有些垃圾股都能出现大幅上涨,巴菲特价值投资的理论也还是被多次嘲讽。</p><p>巴菲特今年已经89岁,关于退休的问题,几乎在每次伯克希尔股东大会上巴菲特都会被问到,而巴菲特给出的答案都是再等等。</p><p><b>巴菲特一季度创出史上最大亏损</b></p><p>对于巴菲特的抨击从未像今年如此之多。原因主要源于以下几点:</p><p>首先,巴菲特旗下伯克希尔.哈撒韦公司,一季度财报显示,<b>该公司一季度净亏损497亿美元,约3500亿元人民币,这是公司历史上最大的季度投资亏损。</b></p><p>其次,受新冠肺炎疫情影响,美股在一季度迅速下跌,巴菲特在一季度加仓航空股后,又于4月份全部割肉航空股。<b>而其手持的现金,也创下了伯克希尔公司的历史最高纪录,超1300亿美元</b>,从伯克希尔的持仓报告看,几乎未见抄底的动作。这几年,巴菲特也一直在抱怨称市场完全被高估,很多股票的价格过高,巴菲特对大举买入美股一直都比较谨慎。</p><p>最后,是巴菲特的投资风格依旧维持多年的习惯,持有大量金融股,对科技股抱有怀疑态度,几乎错过了这波科技股的红利。从2009年开始的这轮牛市中,伯克希尔公司的股价表现一直落后于标准500指数,<b>期间,伯克希尔公司A类股票股上涨了180%,而标普500指数上涨了243%。</b></p><p>伯克希尔公司近年投资表现不佳,也引发了公司股东的强烈质疑。有多个知名的长期投资者抛售伯克希尔公司股份。比如,Wedgewood Partners的首席投资长罗尔夫是伯克希尔几十年的股东就表示将出售价值千万美元的公司股票,并认为巴菲特错过了投资机会。</p><p><b>巴菲特持仓二季度表现如何?</b></p><p>证券时报·数据宝根据伯克希尔一季度持仓以及二季度期间的持仓变动,粗略统计显示,截至今天,<b>巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元(合人民币2800亿元,<a href=\"https://laohu8.com/S/BIDU\">百度</a>目前市值400多亿美元)。</b></p><p>具体来看,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司贡献了巴菲特投资组合的一半收益,苹果公司是巴菲特投资组合第一大持股,比例有35.5%<span>。巴菲特投资组合一季度末持有2.45亿股苹果股份,占苹果公司总股本的近6%,价值623.4亿美元,苹果公司股价自4月以来,已实现38%的涨幅,计算可知巴菲特持股增值240亿美元。</span></p><p>对巴菲特投资收益贡献较大的还有<b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>、<a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>、<a href=\"https://laohu8.com/S/AXP\">美国运通</a>、<a href=\"https://laohu8.com/S/MCO\">穆迪</a>公司和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司</b>,二季度投资收益分别为36.8亿、28.9亿、26亿、15.8亿和12.67亿美元。巴菲特前7大持股除上述股外,唯有<a href=\"https://laohu8.com/S/WFC\">富国银行</a>二季度表现最差,亏损1.9亿美元。</p><p>从巴菲特投资组合的二季度股价表现看,高端家居零售商RH 的表现最好,二季度上涨153%,不过该股占投资组合比例不到0.1%。股价表现好的还有提供金融技术解决方案的STNE,二季度涨77%。持股股价表现最差的是<b>生物基因BIIB</b>,占巴菲特投资组合的0.11%,二季度下跌17.7%,二季度下跌的还有<b>电信公司LILA和富国银行</b>,下跌幅度不足3%。</p><p><img src=\"https://static.tigerbbs.com/0178498fe406086eee79badfb9378124\" tg-width=\"551\" tg-height=\"343\"></p><p>如果将二季度投资收益与一季度末持股市值相比,巴菲特持股组合实现投资收益约为25%,而同期纳斯达克指数涨29%。<b>如果再考虑伯克希尔公司持有超1000亿美元的现金,可见巴菲特二季度仍是跑输指数的。</b>并且巴菲特一季度亏损近500亿美元,如果接下来的交易日里,巴菲特持股没有优异的表现,<b>伯克希尔半年报合计报表仍将大概率亏损。</b></p><p><img src=\"https://static.tigerbbs.com/8c72934e2e9a1a144e72cbb25a1114a3\" tg-width=\"620\" tg-height=\"371\"></p><p><b>全球股市连连看 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>站上千亿美元大关</b></p><p>近一周看,全球重要股市指数悉数收涨。<span>巴西IBOVESPA指数涨幅最大,周累计涨4.07%,纳斯达克指数、深证成指、德国DAX和<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数均涨超3%。</span></p><p>俄罗斯RTS、日经225和韩国综合指数涨幅最小,周累计涨幅均不足1%。</p><p>周五的美股三大指数涨跌不一,受美国疫情大幅反弹影响,航空股、游轮股等全线跳水。苹果跌0.57%, 苹果宣布,随着美国某些地区的冠状病毒感染率开始上升,即将关闭在亚利桑那州,佛罗里达州,北卡罗来纳州和南卡罗来纳州的11家商店,这些商店几周前才重新开业。</p><p><img src=\"https://static.tigerbbs.com/2ccefa480a7448e5f9cc01e04b01b5ae\" tg-width=\"483\" tg-height=\"389\"></p><p><b>中概股的拼多多涨超6%,市值站上1000亿美元,市值超越<a href=\"https://laohu8.com/S/JD\">京东</a>, 成为仅次于阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>美团的第四大互联网公司。</b><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近5%,均创历史新高,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.28%,京东跌3.54%,金山云涨15.37%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨2.37%,据腾讯提交的13D文件显示,腾讯在6月斥资1000万美元买入蔚来汽车168万股ADS。</p><p>自3月16日创下阶段低点以来,<b>拼多多股价连续上涨,截至6月19日收盘,总涨幅近160%</b>。随着拼多多持续大涨,80后的创世人黄峥的身家也水涨船高,根据福布斯实时数据显示,黄铮已成为中国第三大富豪。<span>2015年4月,拼多多成立,3年后赴美上市,上市两年,拼多多已至千亿美元市值,从白手起家到财富超千亿人民币,黄铮只用了5年。</span></p><p><img src=\"https://static.tigerbbs.com/d2bc12828dffaf4761401c077f8a91f3\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146196342","content_text":"截至今天,巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元。股神巴菲特退休?虚惊一场本月17日,一封伪造股神巴菲特亲笔签字的退休书信在网上迅速传播,信中声称巴菲特将把伯克希尔公司董事会主席一职交给David Scott Portnoy接任,并立即生效。该书信迅速在中国社交媒体上传播,也引发了国内媒体去信伯克希尔公司求证。事后证明,这完全是一场闹剧,这封书信是美国网络红人David Scott Portnoy自己模仿巴菲特语气伪造的。实际上,在美国的社交平台上,巴菲特的股神地位已被多次质疑。美股近年来的牛市,使得有些垃圾股都能出现大幅上涨,巴菲特价值投资的理论也还是被多次嘲讽。巴菲特今年已经89岁,关于退休的问题,几乎在每次伯克希尔股东大会上巴菲特都会被问到,而巴菲特给出的答案都是再等等。巴菲特一季度创出史上最大亏损对于巴菲特的抨击从未像今年如此之多。原因主要源于以下几点:首先,巴菲特旗下伯克希尔.哈撒韦公司,一季度财报显示,该公司一季度净亏损497亿美元,约3500亿元人民币,这是公司历史上最大的季度投资亏损。其次,受新冠肺炎疫情影响,美股在一季度迅速下跌,巴菲特在一季度加仓航空股后,又于4月份全部割肉航空股。而其手持的现金,也创下了伯克希尔公司的历史最高纪录,超1300亿美元,从伯克希尔的持仓报告看,几乎未见抄底的动作。这几年,巴菲特也一直在抱怨称市场完全被高估,很多股票的价格过高,巴菲特对大举买入美股一直都比较谨慎。最后,是巴菲特的投资风格依旧维持多年的习惯,持有大量金融股,对科技股抱有怀疑态度,几乎错过了这波科技股的红利。从2009年开始的这轮牛市中,伯克希尔公司的股价表现一直落后于标准500指数,期间,伯克希尔公司A类股票股上涨了180%,而标普500指数上涨了243%。伯克希尔公司近年投资表现不佳,也引发了公司股东的强烈质疑。有多个知名的长期投资者抛售伯克希尔公司股份。比如,Wedgewood Partners的首席投资长罗尔夫是伯克希尔几十年的股东就表示将出售价值千万美元的公司股票,并认为巴菲特错过了投资机会。巴菲特持仓二季度表现如何?证券时报·数据宝根据伯克希尔一季度持仓以及二季度期间的持仓变动,粗略统计显示,截至今天,巴菲特持有的投资组合在二季度实现投资收益已超过400亿美元(合人民币2800亿元,百度目前市值400多亿美元)。具体来看,苹果公司贡献了巴菲特投资组合的一半收益,苹果公司是巴菲特投资组合第一大持股,比例有35.5%。巴菲特投资组合一季度末持有2.45亿股苹果股份,占苹果公司总股本的近6%,价值623.4亿美元,苹果公司股价自4月以来,已实现38%的涨幅,计算可知巴菲特持股增值240亿美元。对巴菲特投资收益贡献较大的还有美国银行、卡夫亨氏、美国运通、穆迪公司和可口可乐公司,二季度投资收益分别为36.8亿、28.9亿、26亿、15.8亿和12.67亿美元。巴菲特前7大持股除上述股外,唯有富国银行二季度表现最差,亏损1.9亿美元。从巴菲特投资组合的二季度股价表现看,高端家居零售商RH 的表现最好,二季度上涨153%,不过该股占投资组合比例不到0.1%。股价表现好的还有提供金融技术解决方案的STNE,二季度涨77%。持股股价表现最差的是生物基因BIIB,占巴菲特投资组合的0.11%,二季度下跌17.7%,二季度下跌的还有电信公司LILA和富国银行,下跌幅度不足3%。如果将二季度投资收益与一季度末持股市值相比,巴菲特持股组合实现投资收益约为25%,而同期纳斯达克指数涨29%。如果再考虑伯克希尔公司持有超1000亿美元的现金,可见巴菲特二季度仍是跑输指数的。并且巴菲特一季度亏损近500亿美元,如果接下来的交易日里,巴菲特持股没有优异的表现,伯克希尔半年报合计报表仍将大概率亏损。全球股市连连看 拼多多站上千亿美元大关近一周看,全球重要股市指数悉数收涨。巴西IBOVESPA指数涨幅最大,周累计涨4.07%,纳斯达克指数、深证成指、德国DAX和英国富时100指数均涨超3%。俄罗斯RTS、日经225和韩国综合指数涨幅最小,周累计涨幅均不足1%。周五的美股三大指数涨跌不一,受美国疫情大幅反弹影响,航空股、游轮股等全线跳水。苹果跌0.57%, 苹果宣布,随着美国某些地区的冠状病毒感染率开始上升,即将关闭在亚利桑那州,佛罗里达州,北卡罗来纳州和南卡罗来纳州的11家商店,这些商店几周前才重新开业。中概股的拼多多涨超6%,市值站上1000亿美元,市值超越京东, 成为仅次于阿里腾讯美团的第四大互联网公司。哔哩哔哩涨近5%,均创历史新高,阿里巴巴跌1.28%,京东跌3.54%,金山云涨15.37%,蔚来汽车涨2.37%,据腾讯提交的13D文件显示,腾讯在6月斥资1000万美元买入蔚来汽车168万股ADS。自3月16日创下阶段低点以来,拼多多股价连续上涨,截至6月19日收盘,总涨幅近160%。随着拼多多持续大涨,80后的创世人黄峥的身家也水涨船高,根据福布斯实时数据显示,黄铮已成为中国第三大富豪。2015年4月,拼多多成立,3年后赴美上市,上市两年,拼多多已至千亿美元市值,从白手起家到财富超千亿人民币,黄铮只用了5年。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956138680,"gmtCreate":1591611662240,"gmtModify":1704196092225,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>牛,这是泡沫吗","listText":"<a href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>牛,这是泡沫吗","text":"$美国航空(AAL)$牛,这是泡沫吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956138680","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997908206,"gmtCreate":1567073745805,"gmtModify":1704715642848,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 到底是跌,还是涨?谁能有准信","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 到底是跌,还是涨?谁能有准信","text":"$道琼斯(.DJI)$ 到底是跌,还是涨?谁能有准信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/997908206","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463759,"gmtCreate":1554891789390,"gmtModify":1704797521205,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"$新东方(EDU)$是个好公司","listText":"$新东方(EDU)$是个好公司","text":"$新东方(EDU)$是个好公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/463759","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450112,"gmtCreate":1553897417814,"gmtModify":1704795761859,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"$半导体指数ETF-HOLDRs(SMH)$适合做差价吗?做低持仓成本","listText":"$半导体指数ETF-HOLDRs(SMH)$适合做差价吗?做低持仓成本","text":"$半导体指数ETF-HOLDRs(SMH)$适合做差价吗?做低持仓成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450112","isVote":1,"tweetType":1,"viewCount":1306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450106,"gmtCreate":1553896282743,"gmtModify":1704795760473,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"$Vanguard S&P 500 ETF(VOO)$这个和SPY500,哪个更好","listText":"$Vanguard S&P 500 ETF(VOO)$这个和SPY500,哪个更好","text":"$Vanguard S&P 500 ETF(VOO)$这个和SPY500,哪个更好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450106","isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954612152,"gmtCreate":1592906439476,"gmtModify":1704200522280,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a>老巴那么喜欢可乐,为什么不重仓麦当劳","listText":"<a href=\"https://laohu8.com/S/MCD\">$麦当劳(MCD)$</a>老巴那么喜欢可乐,为什么不重仓麦当劳","text":"$麦当劳(MCD)$老巴那么喜欢可乐,为什么不重仓麦当劳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954612152","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956998420,"gmtCreate":1591413512960,"gmtModify":1704195803517,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"为了股票上涨,什么手段都用了","listText":"为了股票上涨,什么手段都用了","text":"为了股票上涨,什么手段都用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956998420","repostId":"1111376887","repostType":4,"repost":{"id":"1111376887","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":1591401422,"share":"https://www.laohu8.com/m/news/1111376887?lang=&edition=full","pubTime":"2020-06-06 07:57","market":"us","language":"zh","title":"外媒头条:就业意外优于预期, 美国修改中国航司禁令","url":"https://stock-news.laohu8.com/highlight/detail?id=1111376887","media":"老虎资讯综合","summary":"金融时报 | 5月美国就业者意外不降反增,失业率意外下降彭博社 | 经济学家大跌眼镜,5月就业预期与报告差距为史上最大华尔街日报 | 就业报告意外优于预期,美股上涨、纳指接近创历史新高路透","content":"<blockquote><b><span>金融时报</span></b> <b><span>|</span></b> <b><span>5月美国就业者意外不降反增,失业率意外下降</span></b></blockquote><blockquote><b><span>彭博社</span></b> <b><span>|</span></b> <b><span>经济学家大跌眼镜,5月就业预期与报告差距为史上最大</span></b></blockquote><blockquote><b><span>华尔街日报</span></b> <b><span>|</span></b> <b><span>就业报告意外优于预期,美股上涨、纳指接近创历史新高</span></b></blockquote><blockquote><b><span>路透社</span></b> <b><span>|</span></b> <b><span>美国修改计划,允许中国航空公司每周飞两班往返中美</span></b></blockquote><blockquote><b><span>CNBC</span></b> <b><span>|</span></b> <b><span>扎克伯格回应不满的员工,承诺Facebook将打造“提升种族公平”的产品</span></b></blockquote><h3><b><span>金融时报</span></b></h3><p><b><span>5月美国就业者意外不降反增,失业率意外下降</span></b><img src=\"https://static.tigerbbs.com/1857919837661ea767d9fa914bd0fed0\" tg-width=\"674\" tg-height=\"753\"><span>美国劳工部周五公布,今年5月美国非农就业者较4月增加约250万人,并未如市场所预期的减少,进而推动当月的失业率从4月的16.7%降至13.3%。这缓和外界对新冠肺炎疫情重创美国经济的担忧。</span></p><p><span>4月美国减少的非农就业者多达2070万人,远高于3月减少人数140万。进入5月,休闲娱乐、工程建筑、零售、教育、医疗保健等部分最受疫情打击的行业开始重新雇用员工。但政府用工减少了59.5万人,这是因为州和地方政府在继续削减公务员的薪资支出。</span></p><p><span>劳动力市场的好转将重燃市场对美国可能更快经济复苏的希望。但美国的失业人数仍远高于2008年金融危机以来的巅峰期水平。</span></p><p><span>非农就业数据公布后,美股周五上涨,美债遭抛售,价格下跌,收益率攀升。10年期美国国债收益率日内升幅一度达到13个基点,升至0.96%,创3月20日以来盘中新高。</span></p><h3><b><span>彭博社</span></b></h3><p><b><span>经济学家大跌眼镜,5月就业预期与报告差距为史上最大</span></b><img src=\"https://static.tigerbbs.com/6bf5151a5594075304569a232c9b23be\" tg-width=\"1218\" tg-height=\"933\"><span>经济学家预期结果与非农就业报告数据的偏差从未如此之大。</span></p><p><span>5月美国非农就业人数增加了250万,而彭博调查78位经济学家的结果显示,经济学家预测的中位值是,5月就业人数会减少750万,即使是最乐观的预期结果也是减少80万人。经济学家还预计,5月美国失业率将接近20%,创上世纪30年代经济大萧条期以来新高,而5月非农就业报告公布的5月失业率不但没有上升,还下降到了13.3%。</span></p><p><span>影响经济学家预测的一大因素是,美国还有数以千万人在领取失业救济,还有大批人申请失业救济金。而且经济学家的模型可能没有充分考虑到美国政府抗击疫情的经济刺激项目,特别是名为薪资保护项目(PPP)的项目,它的目标就是资助企业给员工支薪,从而避免裁员。</span></p><h3><b><span>华尔街日报</span></b></h3><p><b><span>就业报告意外优于预期,美股上涨、纳指接近创历史新高</span></b></p><p><img src=\"https://static.tigerbbs.com/28730dd2dca0672b57df0df877e4d771\" tg-width=\"818\" tg-height=\"650\"></p><p><span>月非农就业数据促使投资者押注美国经济复苏,即使复苏步伐不是各个领域均衡发债的。三大美国股指周五集体上涨,道指收涨964点,涨幅3.7%,收报27246点,标普500收涨3%。纳指收涨2.3%,接近创历史新高的水平。与经济复苏密切相关的周期股成为周五大盘的主要推手。</span></p><p><span>标普500的11大板块周五全线上涨。重型机械制造巨头卡特彼勒收涨将近4.8%,航空业巨头波音涨超11%。银行股也是大赢家。美国银行收涨近5%,高盛涨超1%。</span></p><p><span>美股走高的同时,通常投资者用来对冲股市动荡风险的黄金下跌,黄金盘中跌幅达2.5%,创三个月最大跌幅。</span></p><p><span>大规模的经济刺激以及商业和旅游的限制放宽看来助长了最近股市反弹。但很多人担心,这波上涨只是昙花一现,可能不会持久。</span></p><h3><b><span>路透社</span></b></h3><p><b><span>美国修改计划允许中国航空公司每周飞两班往返中美</span></b></p><p><img src=\"https://static.tigerbbs.com/662c9a802d5d1e15aa14522b7d487934\" tg-width=\"843\" tg-height=\"774\"></p><p><span>美国交通部周五宣布,将允许中国的航空公司每周提供两班往返中美的航班,此决定即刻生效。这较疫情爆发前美方允许中国航空公司提供中美航班的数量减少了一半,此前是每周四班。但是,这一公告已经推翻了本周三交通部的计划,</span></p><p><span>周三特朗普政府威胁,从本月16日开始,将禁止中国内地的航空公司提供往来美国的航班服务。不过美国交通部周三称,如果中国的监管方调整政策,允许美国航空公司恢复中美航线服务,会重新考虑有关禁令的计划。</span></p><p><span>中国民航局周四宣布,调整国际客运航班计划,允许国外航空公司每周运营一般国际航班,若连续三周同一航班未检测到旅客感染新冠肺炎,航空公司可以增加到每周飞两班。</span></p><h3><b><span>CNBC</span></b></h3><p><b><span>扎克伯格回应不满的员工,承诺Facebook将打造“提升种族公平”的产品</span></b></p><p><img src=\"https://static.tigerbbs.com/f07f6a832d66703860bc937e49990787\" tg-width=\"952\" tg-height=\"666\"><span>特朗普上月末在Facebook平台发帖称,暴徒在玷污缅怀被害非裔美国国民的活动,“劫掠开始的时候,就是开枪的时候”,这一言论引起舆论哗然。对这一引发争议的帖子,Facebook并未删除或是调整。这一决策让一些Facebook员工对公司感到失望。Facebook的CEO扎克伯格周五回应了这些不满公司决策的员工,称Facebook将致力于推出会提升种族公平的产品,将打造一个所谓投票者中心,给用户提供准确和权威的投票相关信息,并且打造工具鼓励人们注册投票,帮助他们鼓励亲友也投票。</span></p><p><span>扎克伯格承诺,Facebook将审核多项公司现有的政策,包括怎样处理那些涉及动用警察和州政府力量的内容,以及当帖子涉及一些国内发生暴动或暴力冲突的国家,应该怎样处理内容。“考虑美国的敏感历史,这是值得特别考量的。”</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>外媒头条:就业意外优于预期, 美国修改中国航司禁令</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条:就业意外优于预期, 美国修改中国航司禁令\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\">2020-06-06 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b><span>金融时报</span></b> <b><span>|</span></b> <b><span>5月美国就业者意外不降反增,失业率意外下降</span></b></blockquote><blockquote><b><span>彭博社</span></b> <b><span>|</span></b> <b><span>经济学家大跌眼镜,5月就业预期与报告差距为史上最大</span></b></blockquote><blockquote><b><span>华尔街日报</span></b> <b><span>|</span></b> <b><span>就业报告意外优于预期,美股上涨、纳指接近创历史新高</span></b></blockquote><blockquote><b><span>路透社</span></b> <b><span>|</span></b> <b><span>美国修改计划,允许中国航空公司每周飞两班往返中美</span></b></blockquote><blockquote><b><span>CNBC</span></b> <b><span>|</span></b> <b><span>扎克伯格回应不满的员工,承诺Facebook将打造“提升种族公平”的产品</span></b></blockquote><h3><b><span>金融时报</span></b></h3><p><b><span>5月美国就业者意外不降反增,失业率意外下降</span></b><img src=\"https://static.tigerbbs.com/1857919837661ea767d9fa914bd0fed0\" tg-width=\"674\" tg-height=\"753\"><span>美国劳工部周五公布,今年5月美国非农就业者较4月增加约250万人,并未如市场所预期的减少,进而推动当月的失业率从4月的16.7%降至13.3%。这缓和外界对新冠肺炎疫情重创美国经济的担忧。</span></p><p><span>4月美国减少的非农就业者多达2070万人,远高于3月减少人数140万。进入5月,休闲娱乐、工程建筑、零售、教育、医疗保健等部分最受疫情打击的行业开始重新雇用员工。但政府用工减少了59.5万人,这是因为州和地方政府在继续削减公务员的薪资支出。</span></p><p><span>劳动力市场的好转将重燃市场对美国可能更快经济复苏的希望。但美国的失业人数仍远高于2008年金融危机以来的巅峰期水平。</span></p><p><span>非农就业数据公布后,美股周五上涨,美债遭抛售,价格下跌,收益率攀升。10年期美国国债收益率日内升幅一度达到13个基点,升至0.96%,创3月20日以来盘中新高。</span></p><h3><b><span>彭博社</span></b></h3><p><b><span>经济学家大跌眼镜,5月就业预期与报告差距为史上最大</span></b><img src=\"https://static.tigerbbs.com/6bf5151a5594075304569a232c9b23be\" tg-width=\"1218\" tg-height=\"933\"><span>经济学家预期结果与非农就业报告数据的偏差从未如此之大。</span></p><p><span>5月美国非农就业人数增加了250万,而彭博调查78位经济学家的结果显示,经济学家预测的中位值是,5月就业人数会减少750万,即使是最乐观的预期结果也是减少80万人。经济学家还预计,5月美国失业率将接近20%,创上世纪30年代经济大萧条期以来新高,而5月非农就业报告公布的5月失业率不但没有上升,还下降到了13.3%。</span></p><p><span>影响经济学家预测的一大因素是,美国还有数以千万人在领取失业救济,还有大批人申请失业救济金。而且经济学家的模型可能没有充分考虑到美国政府抗击疫情的经济刺激项目,特别是名为薪资保护项目(PPP)的项目,它的目标就是资助企业给员工支薪,从而避免裁员。</span></p><h3><b><span>华尔街日报</span></b></h3><p><b><span>就业报告意外优于预期,美股上涨、纳指接近创历史新高</span></b></p><p><img src=\"https://static.tigerbbs.com/28730dd2dca0672b57df0df877e4d771\" tg-width=\"818\" tg-height=\"650\"></p><p><span>月非农就业数据促使投资者押注美国经济复苏,即使复苏步伐不是各个领域均衡发债的。三大美国股指周五集体上涨,道指收涨964点,涨幅3.7%,收报27246点,标普500收涨3%。纳指收涨2.3%,接近创历史新高的水平。与经济复苏密切相关的周期股成为周五大盘的主要推手。</span></p><p><span>标普500的11大板块周五全线上涨。重型机械制造巨头卡特彼勒收涨将近4.8%,航空业巨头波音涨超11%。银行股也是大赢家。美国银行收涨近5%,高盛涨超1%。</span></p><p><span>美股走高的同时,通常投资者用来对冲股市动荡风险的黄金下跌,黄金盘中跌幅达2.5%,创三个月最大跌幅。</span></p><p><span>大规模的经济刺激以及商业和旅游的限制放宽看来助长了最近股市反弹。但很多人担心,这波上涨只是昙花一现,可能不会持久。</span></p><h3><b><span>路透社</span></b></h3><p><b><span>美国修改计划允许中国航空公司每周飞两班往返中美</span></b></p><p><img src=\"https://static.tigerbbs.com/662c9a802d5d1e15aa14522b7d487934\" tg-width=\"843\" tg-height=\"774\"></p><p><span>美国交通部周五宣布,将允许中国的航空公司每周提供两班往返中美的航班,此决定即刻生效。这较疫情爆发前美方允许中国航空公司提供中美航班的数量减少了一半,此前是每周四班。但是,这一公告已经推翻了本周三交通部的计划,</span></p><p><span>周三特朗普政府威胁,从本月16日开始,将禁止中国内地的航空公司提供往来美国的航班服务。不过美国交通部周三称,如果中国的监管方调整政策,允许美国航空公司恢复中美航线服务,会重新考虑有关禁令的计划。</span></p><p><span>中国民航局周四宣布,调整国际客运航班计划,允许国外航空公司每周运营一般国际航班,若连续三周同一航班未检测到旅客感染新冠肺炎,航空公司可以增加到每周飞两班。</span></p><h3><b><span>CNBC</span></b></h3><p><b><span>扎克伯格回应不满的员工,承诺Facebook将打造“提升种族公平”的产品</span></b></p><p><img src=\"https://static.tigerbbs.com/f07f6a832d66703860bc937e49990787\" tg-width=\"952\" tg-height=\"666\"><span>特朗普上月末在Facebook平台发帖称,暴徒在玷污缅怀被害非裔美国国民的活动,“劫掠开始的时候,就是开枪的时候”,这一言论引起舆论哗然。对这一引发争议的帖子,Facebook并未删除或是调整。这一决策让一些Facebook员工对公司感到失望。Facebook的CEO扎克伯格周五回应了这些不满公司决策的员工,称Facebook将致力于推出会提升种族公平的产品,将打造一个所谓投票者中心,给用户提供准确和权威的投票相关信息,并且打造工具鼓励人们注册投票,帮助他们鼓励亲友也投票。</span></p><p><span>扎克伯格承诺,Facebook将审核多项公司现有的政策,包括怎样处理那些涉及动用警察和州政府力量的内容,以及当帖子涉及一些国内发生暴动或暴力冲突的国家,应该怎样处理内容。“考虑美国的敏感历史,这是值得特别考量的。”</span></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":"1111376887","content_text":"金融时报 | 5月美国就业者意外不降反增,失业率意外下降彭博社 | 经济学家大跌眼镜,5月就业预期与报告差距为史上最大华尔街日报 | 就业报告意外优于预期,美股上涨、纳指接近创历史新高路透社 | 美国修改计划,允许中国航空公司每周飞两班往返中美CNBC | 扎克伯格回应不满的员工,承诺Facebook将打造“提升种族公平”的产品金融时报5月美国就业者意外不降反增,失业率意外下降美国劳工部周五公布,今年5月美国非农就业者较4月增加约250万人,并未如市场所预期的减少,进而推动当月的失业率从4月的16.7%降至13.3%。这缓和外界对新冠肺炎疫情重创美国经济的担忧。4月美国减少的非农就业者多达2070万人,远高于3月减少人数140万。进入5月,休闲娱乐、工程建筑、零售、教育、医疗保健等部分最受疫情打击的行业开始重新雇用员工。但政府用工减少了59.5万人,这是因为州和地方政府在继续削减公务员的薪资支出。劳动力市场的好转将重燃市场对美国可能更快经济复苏的希望。但美国的失业人数仍远高于2008年金融危机以来的巅峰期水平。非农就业数据公布后,美股周五上涨,美债遭抛售,价格下跌,收益率攀升。10年期美国国债收益率日内升幅一度达到13个基点,升至0.96%,创3月20日以来盘中新高。彭博社经济学家大跌眼镜,5月就业预期与报告差距为史上最大经济学家预期结果与非农就业报告数据的偏差从未如此之大。5月美国非农就业人数增加了250万,而彭博调查78位经济学家的结果显示,经济学家预测的中位值是,5月就业人数会减少750万,即使是最乐观的预期结果也是减少80万人。经济学家还预计,5月美国失业率将接近20%,创上世纪30年代经济大萧条期以来新高,而5月非农就业报告公布的5月失业率不但没有上升,还下降到了13.3%。影响经济学家预测的一大因素是,美国还有数以千万人在领取失业救济,还有大批人申请失业救济金。而且经济学家的模型可能没有充分考虑到美国政府抗击疫情的经济刺激项目,特别是名为薪资保护项目(PPP)的项目,它的目标就是资助企业给员工支薪,从而避免裁员。华尔街日报就业报告意外优于预期,美股上涨、纳指接近创历史新高月非农就业数据促使投资者押注美国经济复苏,即使复苏步伐不是各个领域均衡发债的。三大美国股指周五集体上涨,道指收涨964点,涨幅3.7%,收报27246点,标普500收涨3%。纳指收涨2.3%,接近创历史新高的水平。与经济复苏密切相关的周期股成为周五大盘的主要推手。标普500的11大板块周五全线上涨。重型机械制造巨头卡特彼勒收涨将近4.8%,航空业巨头波音涨超11%。银行股也是大赢家。美国银行收涨近5%,高盛涨超1%。美股走高的同时,通常投资者用来对冲股市动荡风险的黄金下跌,黄金盘中跌幅达2.5%,创三个月最大跌幅。大规模的经济刺激以及商业和旅游的限制放宽看来助长了最近股市反弹。但很多人担心,这波上涨只是昙花一现,可能不会持久。路透社美国修改计划允许中国航空公司每周飞两班往返中美美国交通部周五宣布,将允许中国的航空公司每周提供两班往返中美的航班,此决定即刻生效。这较疫情爆发前美方允许中国航空公司提供中美航班的数量减少了一半,此前是每周四班。但是,这一公告已经推翻了本周三交通部的计划,周三特朗普政府威胁,从本月16日开始,将禁止中国内地的航空公司提供往来美国的航班服务。不过美国交通部周三称,如果中国的监管方调整政策,允许美国航空公司恢复中美航线服务,会重新考虑有关禁令的计划。中国民航局周四宣布,调整国际客运航班计划,允许国外航空公司每周运营一般国际航班,若连续三周同一航班未检测到旅客感染新冠肺炎,航空公司可以增加到每周飞两班。CNBC扎克伯格回应不满的员工,承诺Facebook将打造“提升种族公平”的产品特朗普上月末在Facebook平台发帖称,暴徒在玷污缅怀被害非裔美国国民的活动,“劫掠开始的时候,就是开枪的时候”,这一言论引起舆论哗然。对这一引发争议的帖子,Facebook并未删除或是调整。这一决策让一些Facebook员工对公司感到失望。Facebook的CEO扎克伯格周五回应了这些不满公司决策的员工,称Facebook将致力于推出会提升种族公平的产品,将打造一个所谓投票者中心,给用户提供准确和权威的投票相关信息,并且打造工具鼓励人们注册投票,帮助他们鼓励亲友也投票。扎克伯格承诺,Facebook将审核多项公司现有的政策,包括怎样处理那些涉及动用警察和州政府力量的内容,以及当帖子涉及一些国内发生暴动或暴力冲突的国家,应该怎样处理内容。“考虑美国的敏感历史,这是值得特别考量的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901366360,"gmtCreate":1557450141850,"gmtModify":1704802648066,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"$艾琪尔顿制药公司(ACHN)$ 这个有戏吗","listText":"$艾琪尔顿制药公司(ACHN)$ 这个有戏吗","text":"$艾琪尔顿制药公司(ACHN)$ 这个有戏吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901366360","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373502635971000,"gmtCreate":1732226959622,"gmtModify":1732239041343,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[{"img":"https://static.tigerbbs.com/3a052a6e859c347e87b2a91bd7f31fba","width":"1080","height":"1609"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373502635971000","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972664586,"gmtCreate":1600220831045,"gmtModify":1703820767305,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"是要环球账户才能买期权吗","listText":"是要环球账户才能买期权吗","text":"是要环球账户才能买期权吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972664586","repostId":"971576683","repostType":1,"repost":{"id":971576683,"gmtCreate":1599013730442,"gmtModify":1704221044803,"author":{"id":"3507643508435363","authorId":"3507643508435363","name":"妮豆的大只哥哥","avatar":"https://static.tigerbbs.com/9be33223010bff46aab145c98a36a6fe","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3507643508435363","authorIdStr":"3507643508435363"},"themes":[],"htmlText":"年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。 <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>","listText":"年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。 <a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>","text":"年初疫情回不了学校,在家无聊 3月底充了10000刀整,5个多月了,现在才84000刀,还踏空了nio,我太难受了。 主要还是做正股,最近才用一些仓位玩一下期权,感受一下三维交易模型的魅力。 后面目标是150000刀,刚好100万。 $哔哩哔哩(BILI)$$Sea Ltd(SE)$$Zoom(ZM)$","images":[{"img":"https://static.tigerbbs.com/d34c5f4c98facf67a9dc65014cfb5f4b","width":"884","height":"921"},{"img":"https://static.tigerbbs.com/184ff07163d076efd69f07f0d1e0d93e","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/d4747c6aa161617839859f399a686475","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971576683","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945333925,"gmtCreate":1596452445267,"gmtModify":1704212214212,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945333925","repostId":"942406684","repostType":1,"repost":{"id":942406684,"gmtCreate":1596185393948,"gmtModify":1704211655110,"author":{"id":"27853154588556","authorId":"27853154588556","name":"柳下惠的气质","avatar":"https://static.tigerbbs.com/536a0597a7ebf8c52d5f471760069d79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"27853154588556","authorIdStr":"27853154588556"},"themes":[],"htmlText":"卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]<a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a><a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a href=\"https://laohu8.com/U/387611620380\">@gugu</a><a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","listText":"卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]<a href=\"https://laohu8.com/U/20703384576125\">@Seven8</a><a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a><a href=\"https://laohu8.com/U/387611620380\">@gugu</a><a href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"卧槽,曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]@Seven8@爱发红包的虎妞@gugu@话题虎","images":[{"img":"https://static.tigerbbs.com/e65a02bbd6589addc2e3b9f3e28a528e","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/dd6dc24900073ed3ae3bb39f57fa6034","width":"1242","height":"2208"},{"img":"https://static.tigerbbs.com/6cabea594a49460d0e8b9a9502786393","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942406684","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942974932,"gmtCreate":1596061919226,"gmtModify":1704210828149,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"苹果这种公司,适合底部跨式策略吧","listText":"苹果这种公司,适合底部跨式策略吧","text":"苹果这种公司,适合底部跨式策略吧","images":[{"img":"https://static.tigerbbs.com/891a506f11c2d140b973d4f8c7371e43","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942974932","isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":948128030,"gmtCreate":1595296423120,"gmtModify":1704208400330,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>和visa哪个强","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>和visa哪个强","text":"$万事达(MA)$和visa哪个强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948128030","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943722908,"gmtCreate":1594721033104,"gmtModify":1704206500935,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>怎么样","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>怎么样","text":"$苹果(AAPL)$怎么样","images":[{"img":"https://static.tigerbbs.com/4d084523b7ce9c026c6b634e087ccfae","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943722908","isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":943680560,"gmtCreate":1594610697250,"gmtModify":1704205928979,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看不懂","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看不懂","text":"$阿里巴巴(BABA)$看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943680560","isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943902449,"gmtCreate":1594356284081,"gmtModify":1704205343803,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>这个走势稳","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>这个走势稳","text":"$Adobe(ADBE)$这个走势稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943902449","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}