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DARKDREAM
2020-08-04
$上证指数(000001.SH)$
又是涨大盘股,挣指数不挣钱,准备割韭菜……
DARKDREAM
2021-03-08
$上证指数(000001.SH)$
又在忽悠韭菜入场了
DARKDREAM
2020-03-27
$上证指数(000001.SH)$
呵呵,抄底投机的人太多,十八路庄家是不会拉升的。
DARKDREAM
2020-03-19
$上证指数(000001.SH)$
美股一涨,A股继续跌
DARKDREAM
2020-11-10
$上证指数(000001.SH)$
都跑去追美股了?
DARKDREAM
2020-03-23
$道琼斯(.DJI)$
3.5W人了,反而不熔断了?
DARKDREAM
2020-10-14
$携程网(TCOM)$
一下回到解放前
DARKDREAM
2020-10-28
$携程网(TCOM)$
看了半年,你和中概股八字不合
DARKDREAM
2020-04-21
$上证指数(000001.SH)$
咋又不独立行情了。
DARKDREAM
2020-03-31
$上证指数(000001.SH)$
果然是独立行情
DARKDREAM
2020-03-19
$上证指数(000001.SH)$
2400不是梦
DARKDREAM
2020-02-03
短期是是多久,好了通知我哈
卖盘资金1800亿,半天蒸发4万亿!央行紧急出手,外盘已反弹,北上资金大举抄底,数据解读大跌后走势
DARKDREAM
11-22 22:10
$上证指数(000001.SH)$
DARKDREAM
10-09
$上证指数(000001.SH)$
机构大部队没上车,开始搞心态
DARKDREAM
10-08
$上证指数(000001.SH)$
多不多,天知道
DARKDREAM
09-09
$上证指数(000001.SH)$
看空和看不见只能选一个
DARKDREAM
08-09
$道琼斯(.DJI)$
就是看多,不解释
DARKDREAM
2023-08-28
自说自话
抱歉,原内容已删除
DARKDREAM
2023-06-08
$携程网(TCOM)$
财报发布了,是不是可以进入下降通道了[开心]
去老虎APP查看更多动态
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看空和看不见只能选一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347635372363864","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336352380403992,"gmtCreate":1723153502606,"gmtModify":1723153504031,"author":{"id":"3464753947934907","authorId":"3464753947934907","name":"DARKDREAM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464753947934907","idStr":"3464753947934907"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v> 就是看多,不解释","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><v-v data-views=\"1\"></v-v> 就是看多,不解释","text":"$道琼斯(.DJI)$ 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18:44","market":"sh","language":"zh","title":"别慌!林园最新罕见发声:市场随时都可能反转,现在是买入的好时机","url":"https://stock-news.laohu8.com/highlight/detail?id=1149829810","media":"证券市场周刊","summary":"对此,有分析机构向本刊表示,市场长期反转趋势的动能正在累积。另外,本刊也在盘中第一时间对话了林园投资董事长林园,对于此,林园持有乐观观点,其认为,A股随时都有可能会出现反转,现在就是买入的好时机!林园进一步表示,不排除当市场在后市逐步走稳之后,会产生一轮大级别的牛市行情。","content":"<html><head></head><body><p>8月28日,在调降印花税后的首个交易日,A股开盘迎来普涨,多数板块展开了报复性反弹。不过,市场在当天“高亢”的同时也出现了一些分化。事实上,纵观历史,历次调降印花税对A股的影响都不是短时性的,即便随之而来的多次趋势性牛市行情也都是曲折的。</p><p style=\"text-align: justify;\">那么,在该次调降印花税之后,A股在未来一个较长的时期会有怎样的表现?对此,有分析机构向本刊表示,市场长期反转趋势的动能正在累积。另外,本刊也在盘中第一时间对话了林园投资董事长林园,对于此,林园持有乐观观点,其认为,A股随时都有可能会出现反转,现在就是买入的好时机!</p><p><strong>印花税时隔15年再度下调</strong></p><p><strong>二级市场被“引爆”</strong></p><p>8月28日,经过此前持续调整,市场迎来合力反弹,截至收盘,上证指数、深证指数、创业板指数当天涨幅均报收于1%左右。与此同时,市场交易额也迎来增长,8月28日,全A市场总成交额超过1.1万亿元,相较于此前日成交额持续低于万元的水平提升显著。</p><p>上周末,调降印花税等系列重磅利好落地。<strong>据财政部表示,为活跃资本市场、提振投资者信心,自2023年8月28日起,证券交易印花税实施减半征收。值得一提的是,这也是自2008年调降印花税以来,时隔15年再一次下调。</strong></p><p>证券交易印花税从普通印花税发展而来,专门针对股票交易发生额而征收。在本次调降征收印花税之前,A股的印花税税率为1‰。</p><p>作为一项调控市场的重要工具,股票交易印花税在历史上经历了多次调整,包括上调、下调以及调整单方、双方征收等,如曾于1997年5月10日,印花税由3‰上调至5‰;1998年6月12日印花税由5‰下调至4‰。另外,如2008年9月19日,印花税征收由双边调整为单边,对卖方按1‰税率征收(见表1)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af858d05ababb33915eee9a7052ab6b6\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"692\"/></p><p><strong>“超级牛市”来临?</strong></p><p><strong>林园:现在是买入的好时机</strong></p><p style=\"text-align: justify;\"><strong>从历史上来看,历次下调印花税多发生于市场相对低位、成交额持续缩量运行或市场剧烈波动时。整体上,无论在短期或长期来看,下调印花税对于市场多具有明显的刺激作用。</strong></p><p style=\"text-align: justify;\">举例来看,曾于1991年10月,证券交易印花税由6‰下调到3‰,在此之后至1992年5下旬,上证指数由不足190点上涨至1429点,累计上涨达6倍;1998年6月,印花税由5‰下调至4‰,自此之后至2001年6中旬,上证指数累计上涨超过60%;2005年1月,交易印花税由2‰下调到1‰。自此至2007年10月中旬,上证指数由1230点附近,上涨至6124点,涨幅近4倍。</p><p style=\"text-align: justify;\">再如2008年9月印花税由双边征收改为单边征收后,市场在不久后即迎来止跌反弹,如至2009年8月初,上证指数累计上涨超过80%(见图1)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/082ddc8cb830e0e476f98d255311eef3\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"828\"/></p><p style=\"text-align: justify;\">当前,与印花税下调同时,还有多项重磅利好同步落地,如阶段性收紧IPO节奏、规范股份减持行为以及调降融资保证金等。在利好政策密集推出的当前节点,市场估值整体处于相对低位,而上市公司也在密集宣布回购,据本刊统计,今年以来(截至8月24日),A股市场宣布实施回购的公司数量已达914家,超过去年同期水平。而按照历史规律,上市公司密集回购现象,正是市场底部的重要特征之一。</p><p style=\"text-align: justify;\">那么,向未来一个较长的时间周期去看,印花税下调能否持续且有效提振市场情绪?是否有望看到一个结构性的牛市出现?参考在2005年初等节点下调印花税后的市场表现,此次印花税下调是否可以期待一个“超级牛市”的来临?</p><p style=\"text-align: justify;\"><strong>对此,巨丰投顾高级投资顾问杨前进向本刊分析指出,印花税下调对市场的提振效应显而易见,且此次利好是组合拳式的,无论印花税减半、IPO减缓亦或是对减持的新规定,对市场中长期都是重磅型的利好刺激。</strong>“对市场新一轮的牛市形成也创造了基础条件,但‘超级牛市’的来临需要宏观经济的配合,目前各项经济数据都处于缓慢的修复中,如果三季度开始经济数据超预期,那么这一轮牛市是非常值得期待的。”</p><p style=\"text-align: justify;\"><strong>林园投资董事长林园对此向本刊分析表示,印花税税率下调对市场的影响是积极的,会起到正向的作用。“市场当前整体处于相对低估状态,市场当前应该正处于‘迈向’牛市的底部区域,在一系列利好政策作用下,市场的低估状态可能随时会被纠正。当然,市场整体还处于逐步探底阶段,但随时都有可能会出现反转,现在就是买入的好时机。”林园进一步表示,不排除当市场在后市逐步走稳之后,会产生一轮大级别的牛市行情。</strong></p><p><strong>“牛市旗手”券商股“躁动”</strong></p><p><strong>中长期投资价值突显</strong></p><p style=\"text-align: justify;\"><strong>回顾历次下调印花税,券商也多次充当“牛市旗手”、“反弹先锋”的角色。</strong></p><p style=\"text-align: justify;\">如2005年1月印花税率宣布下调后至2007年10月,券商板块累计上涨近7倍,期间,国金证券、中信证券、哈投股份、海通证券等涨幅均超过10倍,如海通证券,或受印花税下调刺激,股价一度连续收出一字涨停,期间累计最高涨幅达11倍(见图2)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84e9587b00060b18910c5c5875c92693\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"784\"/></p><p style=\"text-align: justify;\">在2008年9月印花税调整为单边征收之后,券商板块也同样迎来了一轮显著反弹。如自2008年9月~2009年8月,券商板块累计上涨超1.2倍,东北证券、西南证券等在此期间涨幅均超过2倍。</p><p style=\"text-align: justify;\">这次也没有例外。8月28日,券商“牛市旗手”领涨,其当天以2.29%的涨幅位居通达信56个行业第6。从个股表现来看,锦龙股份、天风证券、太平洋等均在当天或盘中收出涨停,不过,截至收盘,部分在盘中涨停的券商股打开了涨停板。</p><p style=\"text-align: justify;\">事实上,自7月下旬以来,受“活跃资本市场”等因素刺激,券商股即持续异动放量上涨。如7月25日~8月25日,券商板块累计上涨近14%。期间,据统计的近50只券商股中,9只上涨超过20%,首创证券、太平洋、信达证券涨幅均超过40%。</p><p style=\"text-align: justify;\">与此同时,正值中报披露密集期,从目前已披露中报的券商来看,中报业绩普遍向好。具体来看,目前已有30只券商股发布中报,28只实现正增长,其中,湘财股份、国盛金控、东方证券、东北证券、长城证券等中报业绩增幅则均翻倍(见表2)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70bdbeff8e6af36d104a48bd7c2c21b1\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1534\"/></p><p style=\"text-align: justify;\">从券商股发布的上半年业绩增长原因来看,主要包括(但不限于)以下几大因素:一,2023年上半年国内资本市场运行平稳;二,自营业务、投资银行等经营业绩较上年同期有较大增长;三,2023年上半年,我国经济实现恢复性增长,资本市场主要股票指数小幅上涨,市场活跃度提升。</p><p style=\"text-align: justify;\">在本次调降印花税以及一系列利好政策密集推出的背景下,券商板块后市的投资机会将是怎样的?</p><p style=\"text-align: justify;\"><strong>杨前进认为,券商的“牛市旗手”称号其实反应的是市场对长期趋势的判断,降低印花税以及其他利好政策都是刺激市场由弱转强的手段,代表的是高层对活跃资本市场的决心。“市场只要中长期转强预期增加,量能逐步回暖,首先受益的就是券商板块,而目前该板块依然处于估值低位,因此,券商板块具备中长期的投资价值。”</strong></p><p><strong>关注大金融、大消费、数字经济等</strong></p><p><strong>适当增加仓位、“抓大放小”</strong></p><p style=\"text-align: justify;\">8月28日,除了券商,同与券商属于大金融领域的多元金融、保险等也同样涨幅居前。此外,地产及其产业链(如家具用品、建材、建筑等)、运输设备、煤炭等板块也迎来了不俗上涨。</p><p style=\"text-align: justify;\"><strong>事实上,纵观A股历史,在市场由弱转强时,不止券商,市场的投资机会是“全方面”的。而从历次印花税下调来看,除了券商,其他不同行业也均多在后市迎来不同程度的表现,但在不同时间段之内,领跑行业则多有不同。</strong></p><p style=\"text-align: justify;\">如1998年6月~2001年6月,在印花税下调后市场迎来上涨阶段,31个申万行业中(下同),有25个涨幅在此期间实现翻倍,传媒、计算机、机械设备、有色金属、医药生物等涨幅居前,均超过150%。</p><p style=\"text-align: justify;\">再如2005年1月~2007年10月,同样在印花税下调后市场迎来上涨阶段,有25个行业涨幅超过2倍,有色金属、非银金融、国防军工涨幅均超过4倍(见图3)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/742bfc8cc198b3c995ae5f5a74112cc8\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"779\"/></p><p style=\"text-align: justify;\">在2008年9月印花税调整为单边征收之后至2009年8月期间,有26个行业涨幅翻倍,如煤炭、房地产、有色金属、电力设备、建筑材料等涨幅居前,均超过150%。</p><p style=\"text-align: justify;\">那么,在当前印花税再度进一步下调的背景下,哪些领域更值得长期重点关注?从整体仓位布局策略的角度来看,是否可以逐步加仓了?</p><p style=\"text-align: justify;\"><strong>杨前进分析指出,根据以往的走势,降低印花税后基本都能够走出一轮牛市或者中长期行情,但从历史走势上看却往往是一波三折的。</strong>“首先,本次利好的特殊之处在于多项利好的同步叠加,且基本都能够对中长期构成利好;其次,与以往不同之处在于,当前二级市场并未处于大级别的调整周期中,因此,持续惯性下跌的概率并不大。另外,结合当前的估值水平,从中长期的角度出发,现在是适宜给与逐步逢低增配的。而综合政策倾向、行业周期和板块估值等角度来看,大金融、大消费、数字经济等方向更加具备长期的关注机会。”</p><p style=\"text-align: justify;\"><strong>“现阶段我们认为,应该‘抓大放小’,可以着重关注一些指数权重股以及大的龙头公司,这是我们的投资策略,仓位适当增加,甚至满仓运作。”林园对本刊如是分析指出。</strong></p></body></html>","source":"lsy1569575481993","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\" 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#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别慌!林园最新罕见发声:市场随时都可能反转,现在是买入的好时机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-28 18:44 北京时间 <a href=https://mp.weixin.qq.com/s/_Cgev-9jngICceK0Hs-DvA><strong>证券市场周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月28日,在调降印花税后的首个交易日,A股开盘迎来普涨,多数板块展开了报复性反弹。不过,市场在当天“高亢”的同时也出现了一些分化。事实上,纵观历史,历次调降印花税对A股的影响都不是短时性的,即便随之而来的多次趋势性牛市行情也都是曲折的。那么,在该次调降印花税之后,A股在未来一个较长的时期会有怎样的表现?对此,有分析机构向本刊表示,市场长期反转趋势的动能正在累积。另外,本刊也在盘中第一时间对话了...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_Cgev-9jngICceK0Hs-DvA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/_Cgev-9jngICceK0Hs-DvA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149829810","content_text":"8月28日,在调降印花税后的首个交易日,A股开盘迎来普涨,多数板块展开了报复性反弹。不过,市场在当天“高亢”的同时也出现了一些分化。事实上,纵观历史,历次调降印花税对A股的影响都不是短时性的,即便随之而来的多次趋势性牛市行情也都是曲折的。那么,在该次调降印花税之后,A股在未来一个较长的时期会有怎样的表现?对此,有分析机构向本刊表示,市场长期反转趋势的动能正在累积。另外,本刊也在盘中第一时间对话了林园投资董事长林园,对于此,林园持有乐观观点,其认为,A股随时都有可能会出现反转,现在就是买入的好时机!印花税时隔15年再度下调二级市场被“引爆”8月28日,经过此前持续调整,市场迎来合力反弹,截至收盘,上证指数、深证指数、创业板指数当天涨幅均报收于1%左右。与此同时,市场交易额也迎来增长,8月28日,全A市场总成交额超过1.1万亿元,相较于此前日成交额持续低于万元的水平提升显著。上周末,调降印花税等系列重磅利好落地。据财政部表示,为活跃资本市场、提振投资者信心,自2023年8月28日起,证券交易印花税实施减半征收。值得一提的是,这也是自2008年调降印花税以来,时隔15年再一次下调。证券交易印花税从普通印花税发展而来,专门针对股票交易发生额而征收。在本次调降征收印花税之前,A股的印花税税率为1‰。作为一项调控市场的重要工具,股票交易印花税在历史上经历了多次调整,包括上调、下调以及调整单方、双方征收等,如曾于1997年5月10日,印花税由3‰上调至5‰;1998年6月12日印花税由5‰下调至4‰。另外,如2008年9月19日,印花税征收由双边调整为单边,对卖方按1‰税率征收(见表1)。“超级牛市”来临?林园:现在是买入的好时机从历史上来看,历次下调印花税多发生于市场相对低位、成交额持续缩量运行或市场剧烈波动时。整体上,无论在短期或长期来看,下调印花税对于市场多具有明显的刺激作用。举例来看,曾于1991年10月,证券交易印花税由6‰下调到3‰,在此之后至1992年5下旬,上证指数由不足190点上涨至1429点,累计上涨达6倍;1998年6月,印花税由5‰下调至4‰,自此之后至2001年6中旬,上证指数累计上涨超过60%;2005年1月,交易印花税由2‰下调到1‰。自此至2007年10月中旬,上证指数由1230点附近,上涨至6124点,涨幅近4倍。再如2008年9月印花税由双边征收改为单边征收后,市场在不久后即迎来止跌反弹,如至2009年8月初,上证指数累计上涨超过80%(见图1)。当前,与印花税下调同时,还有多项重磅利好同步落地,如阶段性收紧IPO节奏、规范股份减持行为以及调降融资保证金等。在利好政策密集推出的当前节点,市场估值整体处于相对低位,而上市公司也在密集宣布回购,据本刊统计,今年以来(截至8月24日),A股市场宣布实施回购的公司数量已达914家,超过去年同期水平。而按照历史规律,上市公司密集回购现象,正是市场底部的重要特征之一。那么,向未来一个较长的时间周期去看,印花税下调能否持续且有效提振市场情绪?是否有望看到一个结构性的牛市出现?参考在2005年初等节点下调印花税后的市场表现,此次印花税下调是否可以期待一个“超级牛市”的来临?对此,巨丰投顾高级投资顾问杨前进向本刊分析指出,印花税下调对市场的提振效应显而易见,且此次利好是组合拳式的,无论印花税减半、IPO减缓亦或是对减持的新规定,对市场中长期都是重磅型的利好刺激。“对市场新一轮的牛市形成也创造了基础条件,但‘超级牛市’的来临需要宏观经济的配合,目前各项经济数据都处于缓慢的修复中,如果三季度开始经济数据超预期,那么这一轮牛市是非常值得期待的。”林园投资董事长林园对此向本刊分析表示,印花税税率下调对市场的影响是积极的,会起到正向的作用。“市场当前整体处于相对低估状态,市场当前应该正处于‘迈向’牛市的底部区域,在一系列利好政策作用下,市场的低估状态可能随时会被纠正。当然,市场整体还处于逐步探底阶段,但随时都有可能会出现反转,现在就是买入的好时机。”林园进一步表示,不排除当市场在后市逐步走稳之后,会产生一轮大级别的牛市行情。“牛市旗手”券商股“躁动”中长期投资价值突显回顾历次下调印花税,券商也多次充当“牛市旗手”、“反弹先锋”的角色。如2005年1月印花税率宣布下调后至2007年10月,券商板块累计上涨近7倍,期间,国金证券、中信证券、哈投股份、海通证券等涨幅均超过10倍,如海通证券,或受印花税下调刺激,股价一度连续收出一字涨停,期间累计最高涨幅达11倍(见图2)。在2008年9月印花税调整为单边征收之后,券商板块也同样迎来了一轮显著反弹。如自2008年9月~2009年8月,券商板块累计上涨超1.2倍,东北证券、西南证券等在此期间涨幅均超过2倍。这次也没有例外。8月28日,券商“牛市旗手”领涨,其当天以2.29%的涨幅位居通达信56个行业第6。从个股表现来看,锦龙股份、天风证券、太平洋等均在当天或盘中收出涨停,不过,截至收盘,部分在盘中涨停的券商股打开了涨停板。事实上,自7月下旬以来,受“活跃资本市场”等因素刺激,券商股即持续异动放量上涨。如7月25日~8月25日,券商板块累计上涨近14%。期间,据统计的近50只券商股中,9只上涨超过20%,首创证券、太平洋、信达证券涨幅均超过40%。与此同时,正值中报披露密集期,从目前已披露中报的券商来看,中报业绩普遍向好。具体来看,目前已有30只券商股发布中报,28只实现正增长,其中,湘财股份、国盛金控、东方证券、东北证券、长城证券等中报业绩增幅则均翻倍(见表2)。从券商股发布的上半年业绩增长原因来看,主要包括(但不限于)以下几大因素:一,2023年上半年国内资本市场运行平稳;二,自营业务、投资银行等经营业绩较上年同期有较大增长;三,2023年上半年,我国经济实现恢复性增长,资本市场主要股票指数小幅上涨,市场活跃度提升。在本次调降印花税以及一系列利好政策密集推出的背景下,券商板块后市的投资机会将是怎样的?杨前进认为,券商的“牛市旗手”称号其实反应的是市场对长期趋势的判断,降低印花税以及其他利好政策都是刺激市场由弱转强的手段,代表的是高层对活跃资本市场的决心。“市场只要中长期转强预期增加,量能逐步回暖,首先受益的就是券商板块,而目前该板块依然处于估值低位,因此,券商板块具备中长期的投资价值。”关注大金融、大消费、数字经济等适当增加仓位、“抓大放小”8月28日,除了券商,同与券商属于大金融领域的多元金融、保险等也同样涨幅居前。此外,地产及其产业链(如家具用品、建材、建筑等)、运输设备、煤炭等板块也迎来了不俗上涨。事实上,纵观A股历史,在市场由弱转强时,不止券商,市场的投资机会是“全方面”的。而从历次印花税下调来看,除了券商,其他不同行业也均多在后市迎来不同程度的表现,但在不同时间段之内,领跑行业则多有不同。如1998年6月~2001年6月,在印花税下调后市场迎来上涨阶段,31个申万行业中(下同),有25个涨幅在此期间实现翻倍,传媒、计算机、机械设备、有色金属、医药生物等涨幅居前,均超过150%。再如2005年1月~2007年10月,同样在印花税下调后市场迎来上涨阶段,有25个行业涨幅超过2倍,有色金属、非银金融、国防军工涨幅均超过4倍(见图3)。在2008年9月印花税调整为单边征收之后至2009年8月期间,有26个行业涨幅翻倍,如煤炭、房地产、有色金属、电力设备、建筑材料等涨幅居前,均超过150%。那么,在当前印花税再度进一步下调的背景下,哪些领域更值得长期重点关注?从整体仓位布局策略的角度来看,是否可以逐步加仓了?杨前进分析指出,根据以往的走势,降低印花税后基本都能够走出一轮牛市或者中长期行情,但从历史走势上看却往往是一波三折的。“首先,本次利好的特殊之处在于多项利好的同步叠加,且基本都能够对中长期构成利好;其次,与以往不同之处在于,当前二级市场并未处于大级别的调整周期中,因此,持续惯性下跌的概率并不大。另外,结合当前的估值水平,从中长期的角度出发,现在是适宜给与逐步逢低增配的。而综合政策倾向、行业周期和板块估值等角度来看,大金融、大消费、数字经济等方向更加具备长期的关注机会。”“现阶段我们认为,应该‘抓大放小’,可以着重关注一些指数权重股以及大的龙头公司,这是我们的投资策略,仓位适当增加,甚至满仓运作。”林园对本刊如是分析指出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184907888197656,"gmtCreate":1686182748037,"gmtModify":1686182749210,"author":{"id":"3464753947934907","authorId":"3464753947934907","name":"DARKDREAM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464753947934907","idStr":"3464753947934907"},"themes":[],"htmlText":"<a 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19:29","market":"us","language":"zh","title":"一波未平一波又起!拼多多盘前跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117892489","media":"老虎资讯综合","summary":"1月11日讯,拼多多盘前跌超4%,此前报道,员工发匿名消息被开除,拼多多否认,脉脉紧急澄清。\n\n2021年才过去11天,拼多多已经发生了三起员工事件。\n一员工因发布匿名消息被开除,拼多多官方回应\n1月","content":"<p>1月11日讯,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超4%,此前报道,员工发匿名消息被开除,拼多多否认,脉脉紧急澄清。</p>\n<p><img src=\"https://static.tigerbbs.com/aa2d9cb41faa737823d42705964f6227\" tg-width=\"1302\" tg-height=\"833\"></p>\n<p>2021年才过去11天,拼多多已经发生了三起员工事件。</p>\n<p>一员工因发布匿名消息被开除,拼多多官方回应</p>\n<p>1月10日晚间8:32,<a href=\"https://laohu8.com/S/WB\">微博</a>名为“王太虚wray”的用户发布一条长达15分钟的视频,视频配文为“因为看到同事被抬上救护车我被拼多多开除了”。</p>\n<p><img src=\"https://static.tigerbbs.com/fd8086993b7f496341cbec97e329f8cc\" tg-width=\"500\" tg-height=\"387\"></p>\n<p>视频中,该用户控诉HR通过翻看其手机获悉其在某匿名社区发帖,以及公司HR威胁毁坏其档案。另外还在视频中谈到了拼多多的工作强度:</p>\n<p>1、上海本部的员工每个月会有隐性的强制要求,工作300小时,有些组会私下沟通你的工时和绩效有关,公示不够会被谈话,而本部的买菜员工则会被要求每个月至少380个小时,如果缺少的话,会不会问是不是需求不饱和。</p>\n<p>2、强制克扣的法定节假日,所有超过三天的法定节假日、拼多多、员工都会被要求提前返工,否则需要请假。2020年国庆中秋连放的8天长假,拼多多员工只有5天。</p>\n<p>3、元旦跨年这种促销上面强制要求员工加班值班到凌晨1点。</p>\n<p>4、上班时间会根据是否有上海市领导或者其他省市领导来视察调整到早上8点。下班时间是不会变了,一直就是十一二点钟甚至更晚。</p>\n<p>对此,拼多多人力资源部发布的情况说明表示,王某被公司解约,并非因为其在匿名社区发布了“救护车照片”,而是公司事后调查发现王某多次在这一匿名社区发布带有显著恶意的“极端言论”,违反了员工手册中双方约定的行为规范。于是决定与其解约。</p>\n<p><img src=\"https://static.tigerbbs.com/9809672226e69599e62be9252a0c8a01\" tg-width=\"500\" tg-height=\"565\"></p>\n<p>关于公司有300小时工时的“本分计算器”等,拼多多也作出否认。</p>\n<p>以下为情况说明原文:</p>\n<p>关于员工王*多次在某匿名社区发布“极端言论”被公司解约的情况说明</p>\n<p>1月10日,原为我司技术开发工程师的王*(花名太虚)在网络平台发布不实视频讯息,自称“《因为看到同事被抬上救护车我被拼多多开除了》”。</p>\n<p>真实情况为,王*被公司解约,不是因为其在匿名社区发布了“救护车照片”,而是公司事后调查发现王*多次在这一匿名社区发布带有显著恶意的“极端言论”,违反了员工手册中双方约定的行为规范。于是决定与其解约。</p>\n<p>1、事发当天情况:</p>\n<p>1月7日,王*在公司楼下拍摄救护车照片并匿名将不恰当猜测发布至某匿名社区引发社会讨论。</p>\n<p>在公司问询于事发拍摄地路过的同事时收到反馈,高度怀疑是王*在事实不清的情况下随意拍摄及匿名发布了有可能会对公司造成伤害的信息。</p>\n<p>公司HR和行政在主动问询王*时,他承认了是其本人进行了拍摄及发布。</p>\n<p>根据王*所发帖的某匿名社区公开页面外显ID(JgD+STsWV2E),公司查询到其既往匿名发帖内容充斥不良“极端言论”,诸如:“想要××死”,“把××的骨灰扬了”等。</p>\n<p>公司人力资源部研判该员工上述言论严重违反员工手册,且有可能其极端情绪会对其他同事造成不可知威胁,决定与其解除劳动合同。</p>\n<p>2、其他澄清事项:</p>\n<p>在公司与其解除劳动合同之后,王*及其周边人继续在网上发布不实言论,包括公司HR通过翻看其手机获悉其在某匿名社区发帖,以及公司HR威胁毁坏其档案,公司有300小时工时的“本分计算器”等,被各网络社区置顶推送,引发了新一轮网民关注。</p>\n<p>公司特此对上述不实谣言予以澄清。</p>\n<p>上海寻梦信息技术有限公司 人力资源部</p>\n<p>1月11日</p>\n<p>脉脉表示不向任何第三方提供用户信息 网友:我不信</p>\n<p>值得注意的事,此次消息的源头, “脉脉”平台也一并被送上了微博热搜。</p>\n<p>针对拼多多员工匿名发贴被辞退一事,@脉脉 发布声明称,在用户信息管理上,严格遵循国家相关法律法规的前提下,不以任何形式向任何第三方提供职言区发帖用户信息,且对于个人信息进行极为严密和完备的安全保障。为了保障发帖安全,职言通过非对称加密技术对用户的发布身份进行了严格的加密处理,即使是脉脉内部工作人员,也无法获取任何个人相关信息。</p>\n<p>脉脉此条微博未开放评论,但在转发时,许多网友表示:真的吗?我不信。</p>\n<p><img src=\"https://static.tigerbbs.com/a63b731d91f28a2584229e2ad3cfec08\" tg-width=\"500\" tg-height=\"796\"><img src=\"https://static.tigerbbs.com/3646f7e9317baf1166babb7133db883c\" tg-width=\"500\" tg-height=\"762\"><img src=\"https://static.tigerbbs.com/9b04e7e4cf47d6761ed0d0d047b2b18e\" tg-width=\"500\" tg-height=\"827\"></p>\n<p>拼多多通报员工谭某于长沙家中自杀离世</p>\n<p>公司表示将做好善后工作</p>\n<p>拼多多最近因为“员工”事件备受关注。</p>\n<p>1月9日18时,拼多多通报了一例员工在长沙家中跳楼自杀的事件。</p>\n<p>拼多多方面表示,9日15时03分,公司接到家属通知,公司员工谭某林在其家乡湖南省长沙市家中跳楼不幸身故。公司对其不幸离世表示深切哀悼,同时正等待当地有关部门对事发原因的最终调查结果。</p>\n<p>在此期间,公司将全力配合谭某林离世的善后工作。拼多多同时表示,公司将立即在内网OA系统开通心理及特殊紧急事项咨询通道,安排专人为员工提供咨询服务。</p>\n<p><img src=\"https://static.tigerbbs.com/d32142f1f90d4d8bf09fe18c60cf6e58\" tg-width=\"500\" tg-height=\"462\"></p>\n<p>拼多多2020年股价暴涨370%</p>\n<p>市值超过<a href=\"https://laohu8.com/S/JD\">京东</a>+<a href=\"https://laohu8.com/S/BIDU\">百度</a></p>\n<p>2020年,拼多多股价表现亮眼,目前市值已突破2200亿美元大关,超过京东和百度之和。</p>\n<p>行情数据显示,截至最新收盘,拼多多股价报180.77美元/股,较2020年年初大涨370%,较年内低点涨近480%。</p>\n<p><img src=\"https://static.tigerbbs.com/1919b681066c8150e50721a6157ebd53\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>拼多多市值的大涨,也让创始人黄峥身家水涨船高。彭博亿万富翁指数显示,目前拼多多创始人、董事长黄峥身家已达631亿美元,超过马云(512亿美元)和马化腾(560亿美元),成为中国第二大富豪,仅次于<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>钟睒睒(778亿美元)。</p>\n<p>财务数据方面,拼多多表现也非常亮眼。2020年11月12日,拼多多发布2020年第三季度财报。财报显示,截至9月底的12个月,拼多多平台交易额达14576亿元,同比增长73%,在第三季度,拼多多营收超过142亿元,同比增长89%。在非美国通用会计准则(NON-GAAP)下,拼多多净利润为4.664亿元,首次实现季度盈利。</p>\n<p>截至9月底,拼多多平台年度活跃买家数达7.313亿,同比增长36%。其中,第三季度单季增长了4810万。同时,拼多多App的平均月活用户数达6.434亿,较去年同期增长2.138亿,单季度大涨7460万。</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>一波未平一波又起!拼多多盘前跌超4%</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{ 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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一波未平一波又起!拼多多盘前跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-11 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月11日讯,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超4%,此前报道,员工发匿名消息被开除,拼多多否认,脉脉紧急澄清。</p>\n<p><img src=\"https://static.tigerbbs.com/aa2d9cb41faa737823d42705964f6227\" tg-width=\"1302\" tg-height=\"833\"></p>\n<p>2021年才过去11天,拼多多已经发生了三起员工事件。</p>\n<p>一员工因发布匿名消息被开除,拼多多官方回应</p>\n<p>1月10日晚间8:32,<a href=\"https://laohu8.com/S/WB\">微博</a>名为“王太虚wray”的用户发布一条长达15分钟的视频,视频配文为“因为看到同事被抬上救护车我被拼多多开除了”。</p>\n<p><img src=\"https://static.tigerbbs.com/fd8086993b7f496341cbec97e329f8cc\" tg-width=\"500\" tg-height=\"387\"></p>\n<p>视频中,该用户控诉HR通过翻看其手机获悉其在某匿名社区发帖,以及公司HR威胁毁坏其档案。另外还在视频中谈到了拼多多的工作强度:</p>\n<p>1、上海本部的员工每个月会有隐性的强制要求,工作300小时,有些组会私下沟通你的工时和绩效有关,公示不够会被谈话,而本部的买菜员工则会被要求每个月至少380个小时,如果缺少的话,会不会问是不是需求不饱和。</p>\n<p>2、强制克扣的法定节假日,所有超过三天的法定节假日、拼多多、员工都会被要求提前返工,否则需要请假。2020年国庆中秋连放的8天长假,拼多多员工只有5天。</p>\n<p>3、元旦跨年这种促销上面强制要求员工加班值班到凌晨1点。</p>\n<p>4、上班时间会根据是否有上海市领导或者其他省市领导来视察调整到早上8点。下班时间是不会变了,一直就是十一二点钟甚至更晚。</p>\n<p>对此,拼多多人力资源部发布的情况说明表示,王某被公司解约,并非因为其在匿名社区发布了“救护车照片”,而是公司事后调查发现王某多次在这一匿名社区发布带有显著恶意的“极端言论”,违反了员工手册中双方约定的行为规范。于是决定与其解约。</p>\n<p><img src=\"https://static.tigerbbs.com/9809672226e69599e62be9252a0c8a01\" tg-width=\"500\" tg-height=\"565\"></p>\n<p>关于公司有300小时工时的“本分计算器”等,拼多多也作出否认。</p>\n<p>以下为情况说明原文:</p>\n<p>关于员工王*多次在某匿名社区发布“极端言论”被公司解约的情况说明</p>\n<p>1月10日,原为我司技术开发工程师的王*(花名太虚)在网络平台发布不实视频讯息,自称“《因为看到同事被抬上救护车我被拼多多开除了》”。</p>\n<p>真实情况为,王*被公司解约,不是因为其在匿名社区发布了“救护车照片”,而是公司事后调查发现王*多次在这一匿名社区发布带有显著恶意的“极端言论”,违反了员工手册中双方约定的行为规范。于是决定与其解约。</p>\n<p>1、事发当天情况:</p>\n<p>1月7日,王*在公司楼下拍摄救护车照片并匿名将不恰当猜测发布至某匿名社区引发社会讨论。</p>\n<p>在公司问询于事发拍摄地路过的同事时收到反馈,高度怀疑是王*在事实不清的情况下随意拍摄及匿名发布了有可能会对公司造成伤害的信息。</p>\n<p>公司HR和行政在主动问询王*时,他承认了是其本人进行了拍摄及发布。</p>\n<p>根据王*所发帖的某匿名社区公开页面外显ID(JgD+STsWV2E),公司查询到其既往匿名发帖内容充斥不良“极端言论”,诸如:“想要××死”,“把××的骨灰扬了”等。</p>\n<p>公司人力资源部研判该员工上述言论严重违反员工手册,且有可能其极端情绪会对其他同事造成不可知威胁,决定与其解除劳动合同。</p>\n<p>2、其他澄清事项:</p>\n<p>在公司与其解除劳动合同之后,王*及其周边人继续在网上发布不实言论,包括公司HR通过翻看其手机获悉其在某匿名社区发帖,以及公司HR威胁毁坏其档案,公司有300小时工时的“本分计算器”等,被各网络社区置顶推送,引发了新一轮网民关注。</p>\n<p>公司特此对上述不实谣言予以澄清。</p>\n<p>上海寻梦信息技术有限公司 人力资源部</p>\n<p>1月11日</p>\n<p>脉脉表示不向任何第三方提供用户信息 网友:我不信</p>\n<p>值得注意的事,此次消息的源头, “脉脉”平台也一并被送上了微博热搜。</p>\n<p>针对拼多多员工匿名发贴被辞退一事,@脉脉 发布声明称,在用户信息管理上,严格遵循国家相关法律法规的前提下,不以任何形式向任何第三方提供职言区发帖用户信息,且对于个人信息进行极为严密和完备的安全保障。为了保障发帖安全,职言通过非对称加密技术对用户的发布身份进行了严格的加密处理,即使是脉脉内部工作人员,也无法获取任何个人相关信息。</p>\n<p>脉脉此条微博未开放评论,但在转发时,许多网友表示:真的吗?我不信。</p>\n<p><img src=\"https://static.tigerbbs.com/a63b731d91f28a2584229e2ad3cfec08\" tg-width=\"500\" tg-height=\"796\"><img src=\"https://static.tigerbbs.com/3646f7e9317baf1166babb7133db883c\" tg-width=\"500\" tg-height=\"762\"><img src=\"https://static.tigerbbs.com/9b04e7e4cf47d6761ed0d0d047b2b18e\" tg-width=\"500\" tg-height=\"827\"></p>\n<p>拼多多通报员工谭某于长沙家中自杀离世</p>\n<p>公司表示将做好善后工作</p>\n<p>拼多多最近因为“员工”事件备受关注。</p>\n<p>1月9日18时,拼多多通报了一例员工在长沙家中跳楼自杀的事件。</p>\n<p>拼多多方面表示,9日15时03分,公司接到家属通知,公司员工谭某林在其家乡湖南省长沙市家中跳楼不幸身故。公司对其不幸离世表示深切哀悼,同时正等待当地有关部门对事发原因的最终调查结果。</p>\n<p>在此期间,公司将全力配合谭某林离世的善后工作。拼多多同时表示,公司将立即在内网OA系统开通心理及特殊紧急事项咨询通道,安排专人为员工提供咨询服务。</p>\n<p><img src=\"https://static.tigerbbs.com/d32142f1f90d4d8bf09fe18c60cf6e58\" tg-width=\"500\" tg-height=\"462\"></p>\n<p>拼多多2020年股价暴涨370%</p>\n<p>市值超过<a href=\"https://laohu8.com/S/JD\">京东</a>+<a href=\"https://laohu8.com/S/BIDU\">百度</a></p>\n<p>2020年,拼多多股价表现亮眼,目前市值已突破2200亿美元大关,超过京东和百度之和。</p>\n<p>行情数据显示,截至最新收盘,拼多多股价报180.77美元/股,较2020年年初大涨370%,较年内低点涨近480%。</p>\n<p><img src=\"https://static.tigerbbs.com/1919b681066c8150e50721a6157ebd53\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>拼多多市值的大涨,也让创始人黄峥身家水涨船高。彭博亿万富翁指数显示,目前拼多多创始人、董事长黄峥身家已达631亿美元,超过马云(512亿美元)和马化腾(560亿美元),成为中国第二大富豪,仅次于<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>钟睒睒(778亿美元)。</p>\n<p>财务数据方面,拼多多表现也非常亮眼。2020年11月12日,拼多多发布2020年第三季度财报。财报显示,截至9月底的12个月,拼多多平台交易额达14576亿元,同比增长73%,在第三季度,拼多多营收超过142亿元,同比增长89%。在非美国通用会计准则(NON-GAAP)下,拼多多净利润为4.664亿元,首次实现季度盈利。</p>\n<p>截至9月底,拼多多平台年度活跃买家数达7.313亿,同比增长36%。其中,第三季度单季增长了4810万。同时,拼多多App的平均月活用户数达6.434亿,较去年同期增长2.138亿,单季度大涨7460万。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117892489","content_text":"1月11日讯,拼多多盘前跌超4%,此前报道,员工发匿名消息被开除,拼多多否认,脉脉紧急澄清。\n\n2021年才过去11天,拼多多已经发生了三起员工事件。\n一员工因发布匿名消息被开除,拼多多官方回应\n1月10日晚间8:32,微博名为“王太虚wray”的用户发布一条长达15分钟的视频,视频配文为“因为看到同事被抬上救护车我被拼多多开除了”。\n\n视频中,该用户控诉HR通过翻看其手机获悉其在某匿名社区发帖,以及公司HR威胁毁坏其档案。另外还在视频中谈到了拼多多的工作强度:\n1、上海本部的员工每个月会有隐性的强制要求,工作300小时,有些组会私下沟通你的工时和绩效有关,公示不够会被谈话,而本部的买菜员工则会被要求每个月至少380个小时,如果缺少的话,会不会问是不是需求不饱和。\n2、强制克扣的法定节假日,所有超过三天的法定节假日、拼多多、员工都会被要求提前返工,否则需要请假。2020年国庆中秋连放的8天长假,拼多多员工只有5天。\n3、元旦跨年这种促销上面强制要求员工加班值班到凌晨1点。\n4、上班时间会根据是否有上海市领导或者其他省市领导来视察调整到早上8点。下班时间是不会变了,一直就是十一二点钟甚至更晚。\n对此,拼多多人力资源部发布的情况说明表示,王某被公司解约,并非因为其在匿名社区发布了“救护车照片”,而是公司事后调查发现王某多次在这一匿名社区发布带有显著恶意的“极端言论”,违反了员工手册中双方约定的行为规范。于是决定与其解约。\n\n关于公司有300小时工时的“本分计算器”等,拼多多也作出否认。\n以下为情况说明原文:\n关于员工王*多次在某匿名社区发布“极端言论”被公司解约的情况说明\n1月10日,原为我司技术开发工程师的王*(花名太虚)在网络平台发布不实视频讯息,自称“《因为看到同事被抬上救护车我被拼多多开除了》”。\n真实情况为,王*被公司解约,不是因为其在匿名社区发布了“救护车照片”,而是公司事后调查发现王*多次在这一匿名社区发布带有显著恶意的“极端言论”,违反了员工手册中双方约定的行为规范。于是决定与其解约。\n1、事发当天情况:\n1月7日,王*在公司楼下拍摄救护车照片并匿名将不恰当猜测发布至某匿名社区引发社会讨论。\n在公司问询于事发拍摄地路过的同事时收到反馈,高度怀疑是王*在事实不清的情况下随意拍摄及匿名发布了有可能会对公司造成伤害的信息。\n公司HR和行政在主动问询王*时,他承认了是其本人进行了拍摄及发布。\n根据王*所发帖的某匿名社区公开页面外显ID(JgD+STsWV2E),公司查询到其既往匿名发帖内容充斥不良“极端言论”,诸如:“想要××死”,“把××的骨灰扬了”等。\n公司人力资源部研判该员工上述言论严重违反员工手册,且有可能其极端情绪会对其他同事造成不可知威胁,决定与其解除劳动合同。\n2、其他澄清事项:\n在公司与其解除劳动合同之后,王*及其周边人继续在网上发布不实言论,包括公司HR通过翻看其手机获悉其在某匿名社区发帖,以及公司HR威胁毁坏其档案,公司有300小时工时的“本分计算器”等,被各网络社区置顶推送,引发了新一轮网民关注。\n公司特此对上述不实谣言予以澄清。\n上海寻梦信息技术有限公司 人力资源部\n1月11日\n脉脉表示不向任何第三方提供用户信息 网友:我不信\n值得注意的事,此次消息的源头, “脉脉”平台也一并被送上了微博热搜。\n针对拼多多员工匿名发贴被辞退一事,@脉脉 发布声明称,在用户信息管理上,严格遵循国家相关法律法规的前提下,不以任何形式向任何第三方提供职言区发帖用户信息,且对于个人信息进行极为严密和完备的安全保障。为了保障发帖安全,职言通过非对称加密技术对用户的发布身份进行了严格的加密处理,即使是脉脉内部工作人员,也无法获取任何个人相关信息。\n脉脉此条微博未开放评论,但在转发时,许多网友表示:真的吗?我不信。\n\n拼多多通报员工谭某于长沙家中自杀离世\n公司表示将做好善后工作\n拼多多最近因为“员工”事件备受关注。\n1月9日18时,拼多多通报了一例员工在长沙家中跳楼自杀的事件。\n拼多多方面表示,9日15时03分,公司接到家属通知,公司员工谭某林在其家乡湖南省长沙市家中跳楼不幸身故。公司对其不幸离世表示深切哀悼,同时正等待当地有关部门对事发原因的最终调查结果。\n在此期间,公司将全力配合谭某林离世的善后工作。拼多多同时表示,公司将立即在内网OA系统开通心理及特殊紧急事项咨询通道,安排专人为员工提供咨询服务。\n\n拼多多2020年股价暴涨370%\n市值超过京东+百度\n2020年,拼多多股价表现亮眼,目前市值已突破2200亿美元大关,超过京东和百度之和。\n行情数据显示,截至最新收盘,拼多多股价报180.77美元/股,较2020年年初大涨370%,较年内低点涨近480%。\n\n拼多多市值的大涨,也让创始人黄峥身家水涨船高。彭博亿万富翁指数显示,目前拼多多创始人、董事长黄峥身家已达631亿美元,超过马云(512亿美元)和马化腾(560亿美元),成为中国第二大富豪,仅次于农夫山泉钟睒睒(778亿美元)。\n财务数据方面,拼多多表现也非常亮眼。2020年11月12日,拼多多发布2020年第三季度财报。财报显示,截至9月底的12个月,拼多多平台交易额达14576亿元,同比增长73%,在第三季度,拼多多营收超过142亿元,同比增长89%。在非美国通用会计准则(NON-GAAP)下,拼多多净利润为4.664亿元,首次实现季度盈利。\n截至9月底,拼多多平台年度活跃买家数达7.313亿,同比增长36%。其中,第三季度单季增长了4810万。同时,拼多多App的平均月活用户数达6.434亿,较去年同期增长2.138亿,单季度大涨7460万。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305237846,"gmtCreate":1604986604185,"gmtModify":1703835591051,"author":{"id":"3464753947934907","authorId":"3464753947934907","name":"DARKDREAM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464753947934907","idStr":"3464753947934907"},"themes":[],"htmlText":"<a 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13:10","market":"us","language":"zh","title":"卖盘资金1800亿,半天蒸发4万亿!央行紧急出手,外盘已反弹,北上资金大举抄底,数据解读大跌后走势","url":"https://stock-news.laohu8.com/highlight/detail?id=2008413455","media":"数据宝","summary":"作者:数据宝 吴琦A股市值蒸发4万多亿,近3000只个股跌停。后市怎么走?今日早盘,A股三大指数大幅低开,沪指开盘跌8.73%,深证成指跌9.13%,创业板指跌8.23% 。截至午间收盘,沪深两市跌幅","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/47e2dbc096c44b540550cca6121c3d6b\"/></p><p><span>作者:数据宝 吴琦</span></p><p>A股市值蒸发4万多亿,近3000只个股跌停。后市怎么走?</p><p>今日早盘,A股三大指数大幅低开,沪指开盘跌8.73%,深证成指跌9.13%,创业板指跌8.23% 。</p><p>截至午间收盘,沪深两市跌幅收窄后依旧走弱,抄底资金尚不活跃,市场表现低迷。<span><strong>两市近3000只个股跌停,仅有140余只个股上涨。</strong></span></p><p><img src=\"https://static.tigerbbs.com/291f199134f247b8446d8c782fadab6b\"/></p><p>行业方面,28个申万一级行业全部下跌,医药生物行业下跌3.59%,其他行业跌幅均在6%以上,休闲服务、国防军工、钢铁、电子行业跌幅近10%。而概念方面,<span><strong>仅肺炎概念、生物疫苗等抗流感概念逆市上涨。</strong></span></p><p><img src=\"https://static.tigerbbs.com/c5c8a45b00a731e416167a05fa54d810\"/></p><p>证券时报·数据宝统计显示,截至午间收盘,<strong>A股市值蒸发4万多亿,主力资金净流出181亿元</strong>,从市场委托资金看,<span><strong>委托买入81.4亿元,委托卖出1807亿元,净委托卖出1725.6亿元</strong></span>,抛盘力度较大。</p><p>北上资金抄底 央行下调逆回购利率</p><p>今日A股大跌,但北上资金却逆市抄底,<strong>开盘6分钟大幅净流入近30亿元,截至中午收盘,北上资金流入86.94亿元。</strong></p><p><img src=\"https://static.tigerbbs.com/4c7e093e8364fe87d6263c982e021934\"/></p><p>央行也出手救市,今日早间,<strong>中国央行下调7天期逆回购利率至2.4%,此前为2.5%,下调14天期逆回购利率至2.55%,此前为2.65%。</strong></p><p>对于央行下调中标利率,央行货币政策委员会委员马骏表示,公开市场操作中标利率下降是中央银行超预期投放流动性的结果。人民银行公开市场操作利率是通过向公开市场业务一级交易商招标形成的,超预期流动性投放推动今天公开市场操作中标利率下行了10个基点,<span><strong>事实上达到了一些市场人士所预期的“降息”效果</strong></span><strong>,2月20日公布的LPR有望继续下降。</strong><strong>银行间现券主要利率债收益率下行20bp左右。</strong></p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>首席经济学家颜色表示,<strong>央行调降逆回购利率10个点,是非常罕见的行为</strong>,因为通常说的降息是指MLF利率下调,但是这次先于MLF利率直接下调逆回购利率,主要是出于股市维稳的需求。股市开盘出现恐慌性下跌,央行是根据股市的变化做出的反应。目前看来,2月中旬新做MLF的利率大概率相应下调。</p><p>汇市期市今日也出现大幅波动,在岸、离岸人民币兑美元双双跌破7关口。国内期货市场开盘大面积飘绿,铁矿石、螺纹、原油、棕榈油、鸡蛋等多数品种跌停开盘。</p><p>恒生指数表现相对平稳,截至午间收盘,指数小幅上涨0.09%。经过上周五大跌,今日美股期指转涨,截止发稿,<span><strong>道指期货上涨0.62%,纳指期货上涨0.8%,标普500指数期货上涨0.65%。</strong></span></p><p><img src=\"https://static.tigerbbs.com/f872d52382bf024ee00c37e6d4634432\"/></p><p>哪些板块受追捧?</p><p>截至午间收盘,病毒防治概念股、云办公等概念股受到资金追捧。如病毒防治概念股中,<strong><a href=\"https://laohu8.com/S/000650\">仁和药业</a>、<a href=\"https://laohu8.com/S/000652\">泰达股份</a>、<a href=\"https://laohu8.com/S/300030\">阳普医疗</a></strong>等32只个股涨停,云办公概念股中<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>涨停,<strong><a href=\"https://laohu8.com/S/603039\">泛微网络</a>、<a href=\"https://laohu8.com/S/300628\">亿联网络</a>、<a href=\"https://laohu8.com/S/002467\">二六三</a></strong>等大幅拉升翻红。</p><p><img src=\"https://static.tigerbbs.com/10ad69c2e50ab14c157877315c4d6506\"/></p><p>多家券商认为,此次疫情,对于市场的影响,在短期内,将冲击明显;中长期看,疫情不会改变市场运行的原有基本轨迹和市场特征,应时刻关注疫情好转的拐点,<strong>短期内若优质资产回调幅度过大,则是加仓的绝佳时期。</strong></p><p><a href=\"https://laohu8.com/S/000686\">东北证券</a>认为战略新兴行业被错杀概率较大,可关注各个行业的核心主线;受疫情实质影响的,如交运、旅游酒店、餐饮、建筑等,<strong>要密切关注客流恢复和行业恢复,可能在二三季度有较大的反弹空间。</strong></p><p>中泰证券认为,维持2020年市场结构性行情的判断不变,不要期待大牛市的出现,继续坚定推荐时代硬科技和新消费的行业和个股。短期内关注疫情变化,如新确诊病例增速,另一个关注点是政策对冲工具,如何时出台、多大力度等;同时应规避两个方面,<strong>一是受疫情冲击最大的个股,如受到短期消费冲击的板块如餐饮、旅游、交运、影视、零售等,二是融资买入占比、股权质押占比较高的个股。</strong></p><p>大跌过后 将会怎么走?</p><p>从历史数据来看,最具有参考意义的是2003年非典疫情期间的A股走势。</p><p>非典疫情带来的上证指数大幅波动发生在2003年4月15日,随着4月疫情全面爆发,世界卫生组织将广东、香港、中国台湾等地列为疫区,市场恐慌情绪触发,4月15日后的八个交易日中,<span>上证指数累计下跌8.8%,但单日最大跌幅仅在3%左右,其后行情整体处于波动阶段,直到6月中旬疫情基本稳定,大跌并未再次出现。</span></p><p>从历史单日大跌数据看,近5年来,上证指数单日最大跌幅为8.49%,发生在2015年8月24日。单日大跌多发生在2015年股指处于高位阶段,彼时股指大起大落比较频繁。最近的一次大跌发生在2019年5月6日,因特朗普决定对中国加征关税,中美贸易战继续恶化导致上证指数大跌5.58%。<span><strong>从大跌后指数表现看,后市上涨概率较高,次日上涨概率63.16%。</strong></span></p><p>综合以上,通过历史数据来看,叠加外围市场股价走势和春节长假的影响,市场恐慌情绪在今天一天达到巅峰,后续随着疫情形势的好转,出现大跌的概率不大。</p><p><img src=\"https://static.tigerbbs.com/d8655e43f3062eb923de69ee62b5eb28\"/></p><p><span>声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。</span></p><p><span><strong><span>数据宝</span></strong></span><span></span></p><p><strong>数据宝(shujubao2015):证券时报智能原创新媒体。</strong></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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>卖盘资金1800亿,半天蒸发4万亿!央行紧急出手,外盘已反弹,北上资金大举抄底,数据解读大跌后走势</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{ 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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卖盘资金1800亿,半天蒸发4万亿!央行紧急出手,外盘已反弹,北上资金大举抄底,数据解读大跌后走势\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\">2020-02-03 13:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/47e2dbc096c44b540550cca6121c3d6b\"/></p><p><span>作者:数据宝 吴琦</span></p><p>A股市值蒸发4万多亿,近3000只个股跌停。后市怎么走?</p><p>今日早盘,A股三大指数大幅低开,沪指开盘跌8.73%,深证成指跌9.13%,创业板指跌8.23% 。</p><p>截至午间收盘,沪深两市跌幅收窄后依旧走弱,抄底资金尚不活跃,市场表现低迷。<span><strong>两市近3000只个股跌停,仅有140余只个股上涨。</strong></span></p><p><img src=\"https://static.tigerbbs.com/291f199134f247b8446d8c782fadab6b\"/></p><p>行业方面,28个申万一级行业全部下跌,医药生物行业下跌3.59%,其他行业跌幅均在6%以上,休闲服务、国防军工、钢铁、电子行业跌幅近10%。而概念方面,<span><strong>仅肺炎概念、生物疫苗等抗流感概念逆市上涨。</strong></span></p><p><img src=\"https://static.tigerbbs.com/c5c8a45b00a731e416167a05fa54d810\"/></p><p>证券时报·数据宝统计显示,截至午间收盘,<strong>A股市值蒸发4万多亿,主力资金净流出181亿元</strong>,从市场委托资金看,<span><strong>委托买入81.4亿元,委托卖出1807亿元,净委托卖出1725.6亿元</strong></span>,抛盘力度较大。</p><p>北上资金抄底 央行下调逆回购利率</p><p>今日A股大跌,但北上资金却逆市抄底,<strong>开盘6分钟大幅净流入近30亿元,截至中午收盘,北上资金流入86.94亿元。</strong></p><p><img src=\"https://static.tigerbbs.com/4c7e093e8364fe87d6263c982e021934\"/></p><p>央行也出手救市,今日早间,<strong>中国央行下调7天期逆回购利率至2.4%,此前为2.5%,下调14天期逆回购利率至2.55%,此前为2.65%。</strong></p><p>对于央行下调中标利率,央行货币政策委员会委员马骏表示,公开市场操作中标利率下降是中央银行超预期投放流动性的结果。人民银行公开市场操作利率是通过向公开市场业务一级交易商招标形成的,超预期流动性投放推动今天公开市场操作中标利率下行了10个基点,<span><strong>事实上达到了一些市场人士所预期的“降息”效果</strong></span><strong>,2月20日公布的LPR有望继续下降。</strong><strong>银行间现券主要利率债收益率下行20bp左右。</strong></p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>首席经济学家颜色表示,<strong>央行调降逆回购利率10个点,是非常罕见的行为</strong>,因为通常说的降息是指MLF利率下调,但是这次先于MLF利率直接下调逆回购利率,主要是出于股市维稳的需求。股市开盘出现恐慌性下跌,央行是根据股市的变化做出的反应。目前看来,2月中旬新做MLF的利率大概率相应下调。</p><p>汇市期市今日也出现大幅波动,在岸、离岸人民币兑美元双双跌破7关口。国内期货市场开盘大面积飘绿,铁矿石、螺纹、原油、棕榈油、鸡蛋等多数品种跌停开盘。</p><p>恒生指数表现相对平稳,截至午间收盘,指数小幅上涨0.09%。经过上周五大跌,今日美股期指转涨,截止发稿,<span><strong>道指期货上涨0.62%,纳指期货上涨0.8%,标普500指数期货上涨0.65%。</strong></span></p><p><img src=\"https://static.tigerbbs.com/f872d52382bf024ee00c37e6d4634432\"/></p><p>哪些板块受追捧?</p><p>截至午间收盘,病毒防治概念股、云办公等概念股受到资金追捧。如病毒防治概念股中,<strong><a href=\"https://laohu8.com/S/000650\">仁和药业</a>、<a href=\"https://laohu8.com/S/000652\">泰达股份</a>、<a href=\"https://laohu8.com/S/300030\">阳普医疗</a></strong>等32只个股涨停,云办公概念股中<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>涨停,<strong><a href=\"https://laohu8.com/S/603039\">泛微网络</a>、<a href=\"https://laohu8.com/S/300628\">亿联网络</a>、<a href=\"https://laohu8.com/S/002467\">二六三</a></strong>等大幅拉升翻红。</p><p><img src=\"https://static.tigerbbs.com/10ad69c2e50ab14c157877315c4d6506\"/></p><p>多家券商认为,此次疫情,对于市场的影响,在短期内,将冲击明显;中长期看,疫情不会改变市场运行的原有基本轨迹和市场特征,应时刻关注疫情好转的拐点,<strong>短期内若优质资产回调幅度过大,则是加仓的绝佳时期。</strong></p><p><a href=\"https://laohu8.com/S/000686\">东北证券</a>认为战略新兴行业被错杀概率较大,可关注各个行业的核心主线;受疫情实质影响的,如交运、旅游酒店、餐饮、建筑等,<strong>要密切关注客流恢复和行业恢复,可能在二三季度有较大的反弹空间。</strong></p><p>中泰证券认为,维持2020年市场结构性行情的判断不变,不要期待大牛市的出现,继续坚定推荐时代硬科技和新消费的行业和个股。短期内关注疫情变化,如新确诊病例增速,另一个关注点是政策对冲工具,如何时出台、多大力度等;同时应规避两个方面,<strong>一是受疫情冲击最大的个股,如受到短期消费冲击的板块如餐饮、旅游、交运、影视、零售等,二是融资买入占比、股权质押占比较高的个股。</strong></p><p>大跌过后 将会怎么走?</p><p>从历史数据来看,最具有参考意义的是2003年非典疫情期间的A股走势。</p><p>非典疫情带来的上证指数大幅波动发生在2003年4月15日,随着4月疫情全面爆发,世界卫生组织将广东、香港、中国台湾等地列为疫区,市场恐慌情绪触发,4月15日后的八个交易日中,<span>上证指数累计下跌8.8%,但单日最大跌幅仅在3%左右,其后行情整体处于波动阶段,直到6月中旬疫情基本稳定,大跌并未再次出现。</span></p><p>从历史单日大跌数据看,近5年来,上证指数单日最大跌幅为8.49%,发生在2015年8月24日。单日大跌多发生在2015年股指处于高位阶段,彼时股指大起大落比较频繁。最近的一次大跌发生在2019年5月6日,因特朗普决定对中国加征关税,中美贸易战继续恶化导致上证指数大跌5.58%。<span><strong>从大跌后指数表现看,后市上涨概率较高,次日上涨概率63.16%。</strong></span></p><p>综合以上,通过历史数据来看,叠加外围市场股价走势和春节长假的影响,市场恐慌情绪在今天一天达到巅峰,后续随着疫情形势的好转,出现大跌的概率不大。</p><p><img src=\"https://static.tigerbbs.com/d8655e43f3062eb923de69ee62b5eb28\"/></p><p><span>声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。</span></p><p><span><strong><span>数据宝</span></strong></span><span></span></p><p><strong>数据宝(shujubao2015):证券时报智能原创新媒体。</strong></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"399001":"深证成指","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF",".DJI":"道琼斯","DOG":"道指反向ETF","000001.SH":"上证指数","UDOW":"道指三倍做多ETF-ProShares"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA4MDU0MzQ4Mg==&mid=2653262053&idx=1&sn=146a32f2f899d8bbd011475385324db5&chksm=84739b70b30412662907dad52d982179245888df9817fc8d6b6d0aa2c6d269f76ab68d101f13&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2008413455","content_text":"作者:数据宝 吴琦A股市值蒸发4万多亿,近3000只个股跌停。后市怎么走?今日早盘,A股三大指数大幅低开,沪指开盘跌8.73%,深证成指跌9.13%,创业板指跌8.23% 。截至午间收盘,沪深两市跌幅收窄后依旧走弱,抄底资金尚不活跃,市场表现低迷。两市近3000只个股跌停,仅有140余只个股上涨。行业方面,28个申万一级行业全部下跌,医药生物行业下跌3.59%,其他行业跌幅均在6%以上,休闲服务、国防军工、钢铁、电子行业跌幅近10%。而概念方面,仅肺炎概念、生物疫苗等抗流感概念逆市上涨。证券时报·数据宝统计显示,截至午间收盘,A股市值蒸发4万多亿,主力资金净流出181亿元,从市场委托资金看,委托买入81.4亿元,委托卖出1807亿元,净委托卖出1725.6亿元,抛盘力度较大。北上资金抄底 央行下调逆回购利率今日A股大跌,但北上资金却逆市抄底,开盘6分钟大幅净流入近30亿元,截至中午收盘,北上资金流入86.94亿元。央行也出手救市,今日早间,中国央行下调7天期逆回购利率至2.4%,此前为2.5%,下调14天期逆回购利率至2.55%,此前为2.65%。对于央行下调中标利率,央行货币政策委员会委员马骏表示,公开市场操作中标利率下降是中央银行超预期投放流动性的结果。人民银行公开市场操作利率是通过向公开市场业务一级交易商招标形成的,超预期流动性投放推动今天公开市场操作中标利率下行了10个基点,事实上达到了一些市场人士所预期的“降息”效果,2月20日公布的LPR有望继续下降。银行间现券主要利率债收益率下行20bp左右。方正证券首席经济学家颜色表示,央行调降逆回购利率10个点,是非常罕见的行为,因为通常说的降息是指MLF利率下调,但是这次先于MLF利率直接下调逆回购利率,主要是出于股市维稳的需求。股市开盘出现恐慌性下跌,央行是根据股市的变化做出的反应。目前看来,2月中旬新做MLF的利率大概率相应下调。汇市期市今日也出现大幅波动,在岸、离岸人民币兑美元双双跌破7关口。国内期货市场开盘大面积飘绿,铁矿石、螺纹、原油、棕榈油、鸡蛋等多数品种跌停开盘。恒生指数表现相对平稳,截至午间收盘,指数小幅上涨0.09%。经过上周五大跌,今日美股期指转涨,截止发稿,道指期货上涨0.62%,纳指期货上涨0.8%,标普500指数期货上涨0.65%。哪些板块受追捧?截至午间收盘,病毒防治概念股、云办公等概念股受到资金追捧。如病毒防治概念股中,仁和药业、泰达股份、阳普医疗等32只个股涨停,云办公概念股中会畅通讯涨停,泛微网络、亿联网络、二六三等大幅拉升翻红。多家券商认为,此次疫情,对于市场的影响,在短期内,将冲击明显;中长期看,疫情不会改变市场运行的原有基本轨迹和市场特征,应时刻关注疫情好转的拐点,短期内若优质资产回调幅度过大,则是加仓的绝佳时期。东北证券认为战略新兴行业被错杀概率较大,可关注各个行业的核心主线;受疫情实质影响的,如交运、旅游酒店、餐饮、建筑等,要密切关注客流恢复和行业恢复,可能在二三季度有较大的反弹空间。中泰证券认为,维持2020年市场结构性行情的判断不变,不要期待大牛市的出现,继续坚定推荐时代硬科技和新消费的行业和个股。短期内关注疫情变化,如新确诊病例增速,另一个关注点是政策对冲工具,如何时出台、多大力度等;同时应规避两个方面,一是受疫情冲击最大的个股,如受到短期消费冲击的板块如餐饮、旅游、交运、影视、零售等,二是融资买入占比、股权质押占比较高的个股。大跌过后 将会怎么走?从历史数据来看,最具有参考意义的是2003年非典疫情期间的A股走势。非典疫情带来的上证指数大幅波动发生在2003年4月15日,随着4月疫情全面爆发,世界卫生组织将广东、香港、中国台湾等地列为疫区,市场恐慌情绪触发,4月15日后的八个交易日中,上证指数累计下跌8.8%,但单日最大跌幅仅在3%左右,其后行情整体处于波动阶段,直到6月中旬疫情基本稳定,大跌并未再次出现。从历史单日大跌数据看,近5年来,上证指数单日最大跌幅为8.49%,发生在2015年8月24日。单日大跌多发生在2015年股指处于高位阶段,彼时股指大起大落比较频繁。最近的一次大跌发生在2019年5月6日,因特朗普决定对中国加征关税,中美贸易战继续恶化导致上证指数大跌5.58%。从大跌后指数表现看,后市上涨概率较高,次日上涨概率63.16%。综合以上,通过历史数据来看,叠加外围市场股价走势和春节长假的影响,市场恐慌情绪在今天一天达到巅峰,后续随着疫情形势的好转,出现大跌的概率不大。声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。数据宝数据宝(shujubao2015):证券时报智能原创新媒体。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373777652166944,"gmtCreate":1732284627352,"gmtModify":1732284629338,"author":{"id":"3464753947934907","authorId":"3464753947934907","name":"DARKDREAM","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464753947934907","authorIdStr":"3464753947934907"},"themes":[],"htmlText":"<a 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