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八号大水牛
2022-03-23
$中天顺联(00994)$
有人劝我买这股,有风险吗?
八号大水牛
2022-02-24
支持俄罗斯🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺
拜登对俄罗斯主权债券的制裁,影响究竟有多大?
八号大水牛
2021-09-02
$A50指数主连 2109(CNmain)$
恶意做空中国市场,必遭报应!
八号大水牛
2021-09-02
$A50指数主连 2109(CNmain)$
打压中国股市的垃圾玩意!
八号大水牛
2021-08-27
$新华保险(01336)$
今年市盈率不到三了
八号大水牛
2021-08-04
狗盛
高盛:下调农业银行A股评级至卖出,目标价2.36元人民币。 下调农行H股评...
八号大水牛
2021-07-08
$喆丽控股(02209)$
我中了,不敢晒,今天形式不好
八号大水牛
2021-02-03
$心通医疗-B(02160)$
隔壁22
八号大水牛
2021-01-25
$跟谁学(GSX)$
这货市直又超过复星集团了
八号大水牛
2021-01-15
$辉瑞(PFE)$
缺乏长期实验数据,有可能副作用几年后体现!
八号大水牛
2021-01-06
$新纽科技(09600)$
不急,手里就一手,放着!
八号大水牛
2020-12-30
$拼多多(PDD)$
这票可能收入增加,但亏损长期继续
八号大水牛
2020-12-30
$拼多多(PDD)$
继续空🈳空
八号大水牛
2020-12-24
$瑞丽医美(02135)$
刨去利息,等于持平
八号大水牛
2020-12-22
$中信股份(00267)$
疯了吗
八号大水牛
2020-12-18
据悉市场消息,今日机构投资者在OTC暗盘市场连续以每股50港币价格购入加科思-B,相比其IPO定价14港币溢价+257%,由于本周罗氏6.95亿美元押宝SHP2抑制剂,同赛道加科思-B(1167.HK)机构OTC暗盘市场情绪超预期踊跃。
八号大水牛
2020-12-16
$云想科技(02131)$
妈的
八号大水牛
2020-11-04
$恒生指数主连(HSImain)$
特朗普大騙子,終於滾蛋了!
八号大水牛
2020-10-30
$恒生指数主连(HSImain)$
可恨
八号大水牛
2020-10-29
$恒生指数主连(HSImain)$
真气人啊,估值这么便宜,还跌
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00994\">$中天顺联(00994)$</a>有人劝我买这股,有风险吗?","text":"$中天顺联(00994)$有人劝我买这股,有风险吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/637826597","isVote":1,"tweetType":1,"viewCount":2873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636951827,"gmtCreate":1645647203753,"gmtModify":1645647203753,"author":{"id":"3469606205715625","authorId":"3469606205715625","name":"八号大水牛","avatar":"https://static.tigerbbs.com/eb79a7833bf3a897a6dd05273fc88e29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3469606205715625","idStr":"3469606205715625"},"themes":[],"htmlText":"支持俄罗斯🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺","listText":"支持俄罗斯🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺","text":"支持俄罗斯🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636951827","repostId":"1129874331","repostType":4,"repost":{"id":"1129874331","pubTimestamp":1645630215,"share":"https://www.laohu8.com/m/news/1129874331?lang=&edition=full","pubTime":"2022-02-23 23:30","market":"us","language":"zh","title":"拜登对俄罗斯主权债券的制裁,影响究竟有多大?","url":"https://stock-news.laohu8.com/highlight/detail?id=1129874331","media":"金十数据","summary":"对俄罗斯来说,短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到,即使乌克兰危机升级后俄罗斯国债已大幅下跌,但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获","content":"<html><head></head><body><blockquote>对俄罗斯来说,短期内制裁可能不疼不痒。</blockquote><p>美国对俄罗斯主权债务的制裁让全球投资者意识到,即使乌克兰危机升级后俄罗斯国债已大幅下跌,但未来仍可能进一步下跌。</p><p>尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金,但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕,这些举措可能会影响更多的俄罗斯银行,甚至会限制俄罗斯卢布兑换成外币的能力。</p><p>根据制裁,许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券,此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标,但随着俄罗斯考虑再融资活动,这可能就会对其现有债务和未来的潜在风险产生连锁反应。</p><p>国际金融协会执行副会长Clay Lowery称:</p><blockquote>“短期内,这不大可能影响俄罗斯经济。但从长远来看,这一举措加上欧洲国家的其他行动,可能会阻碍俄罗斯的经济增长。”</blockquote><p>俄罗斯资产价格遭受重挫</p><p>随着乌克兰危机的升级,欧美的制裁以及可能进一步采取的措施,增加了俄罗斯资产面临的压力,俄罗斯的资产价格已经急剧下降。</p><p>信用违约互换数据显示,俄罗斯债务保险的成本已飙升至约342个基点,去年12月中旬时仅略高于100个基点。周二,投资俄罗斯大型股票的热门ETF也出现抛售,市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时,卢布今年迄今已下跌逾5%,是全球表现最差的主要货币。</p><p><img src=\"https://static.tigerbbs.com/6b3ac1ba99953e5bc31a08e5a309cc5d\" tg-width=\"830\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p>美国政府一名高级官员对记者表示,对俄罗斯主权债务实施的制裁主要针对一级市场,而一级市场是国家筹集资金的关键。据这位官员称,欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示,他将禁止在日本发行和出售新的俄罗斯政府债券。</p><p>美国财政部数据显示,截至去年12月,美国居民持有的俄罗斯长期债券规模约为140亿美元,略高于土耳其债券,但不到美国所持挪威债券的一半。</p><p>周二,受美国制裁措施影响,俄罗斯2028年到期的欧元债券下跌3.7美分,至1美元面值的136美分,为2015年以来的最低水平。根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的指数,俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点,至330个基点。</p><p>投资者权衡制裁的影响</p><p>美国财政部曾警告称,制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在,投资者正在权衡进一步制裁的可能性,以及这些制裁将如何在市场上表现出来。</p><p>周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为,尽管制裁意味着俄罗斯将在一段时间内无法从国外借款,但俄罗斯完全可以在没有外国资金的情况下“过日子”。</p><p>在他看来,国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为:</p><blockquote>“如果制裁到此为止,那么我们可能不会看到太多额外的卖盘,因价格已经调整完毕。但是,如果局势进一步升级,导致更多更严厉的制裁,那么一切都完了。从欧元债券到卢布,更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。</blockquote><p>Brandywine Global Investment Management投资组合经理Jack McIntyre表示:</p><blockquote>“只要不包括现有的俄罗斯债务,市场就会好起来的。因为在必要情况下,我们可以选择出售或增持头寸。这些不是严厉的制裁,显然这是有意为之。”</blockquote><p>管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:</p><blockquote>“虽然这让俄罗斯发行外债变得更加困难,但他们真的不需要。如果今后制裁力度加大(比如涉及到更多的俄罗斯银行),这可能会让当地银行更难偿还债务。”</blockquote><p>Emso资产管理公司高级资产经理Jens Nystedt表示:</p><blockquote>“我认为这只是第一轮制裁,美国和欧洲将根据事态的发展留一手。”</blockquote></body></html>","source":"jssj","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 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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拜登对俄罗斯主权债券的制裁,影响究竟有多大?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 23:30 北京时间 <a href=https://xnews.jin10.com/details/90384><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对俄罗斯来说,短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到,即使乌克兰危机升级后俄罗斯国债已大幅下跌,但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金,但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕,这些举措可能会影响更多的俄罗斯银行,甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁,许多与美国相关的投资者将不能在二级市场购买3月1...</p>\n\n<a href=\"https://xnews.jin10.com/details/90384\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b723feb7135a01ca53f3c6edab4b9665","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/90384","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129874331","content_text":"对俄罗斯来说,短期内制裁可能不疼不痒。美国对俄罗斯主权债务的制裁让全球投资者意识到,即使乌克兰危机升级后俄罗斯国债已大幅下跌,但未来仍可能进一步下跌。尽管美国总统拜登宣布的措施并没有极大限制地俄罗斯获得资金,但其周二的行动是一个警告。投资者仍对潜在的更多制裁保持警惕,这些举措可能会影响更多的俄罗斯银行,甚至会限制俄罗斯卢布兑换成外币的能力。根据制裁,许多与美国相关的投资者将不能在二级市场购买3月1日之后新发行的任何俄罗斯主权债券,此前他们已被限制在一级市场购买这些债券。一级市场似乎是制裁的主要目标,但随着俄罗斯考虑再融资活动,这可能就会对其现有债务和未来的潜在风险产生连锁反应。国际金融协会执行副会长Clay Lowery称:“短期内,这不大可能影响俄罗斯经济。但从长远来看,这一举措加上欧洲国家的其他行动,可能会阻碍俄罗斯的经济增长。”俄罗斯资产价格遭受重挫随着乌克兰危机的升级,欧美的制裁以及可能进一步采取的措施,增加了俄罗斯资产面临的压力,俄罗斯的资产价格已经急剧下降。信用违约互换数据显示,俄罗斯债务保险的成本已飙升至约342个基点,去年12月中旬时仅略高于100个基点。周二,投资俄罗斯大型股票的热门ETF也出现抛售,市值达14亿美元的VanEck俄罗斯ETF创下了自2020年3月新冠疫情冲击全球市场以来的最大跌幅。与此同时,卢布今年迄今已下跌逾5%,是全球表现最差的主要货币。美国政府一名高级官员对记者表示,对俄罗斯主权债务实施的制裁主要针对一级市场,而一级市场是国家筹集资金的关键。据这位官员称,欧洲已经实施了非常类似的措施。日本首相岸田文雄周三也表示,他将禁止在日本发行和出售新的俄罗斯政府债券。美国财政部数据显示,截至去年12月,美国居民持有的俄罗斯长期债券规模约为140亿美元,略高于土耳其债券,但不到美国所持挪威债券的一半。周二,受美国制裁措施影响,俄罗斯2028年到期的欧元债券下跌3.7美分,至1美元面值的136美分,为2015年以来的最低水平。根据摩根大通的指数,俄罗斯主权债务相对于美国国债的额外收益率在周二上升了50个基点,至330个基点。投资者权衡制裁的影响美国财政部曾警告称,制裁俄罗斯主权债务市场将导致全球金融面临动荡的风险。现在,投资者正在权衡进一步制裁的可能性,以及这些制裁将如何在市场上表现出来。周三俄罗斯股市的反弹也突显出投资者认为制裁只是虚张声势的警告。Pictet Asset Management驻伦敦的主管Guido Chamorro认为,尽管制裁意味着俄罗斯将在一段时间内无法从国外借款,但俄罗斯完全可以在没有外国资金的情况下“过日子”。在他看来,国际收支双顺差、较低的外债水平和较高的外汇储备意味着俄罗斯相对能够自给自足。他认为:“如果制裁到此为止,那么我们可能不会看到太多额外的卖盘,因价格已经调整完毕。但是,如果局势进一步升级,导致更多更严厉的制裁,那么一切都完了。从欧元债券到卢布,更严厉的制裁可能导致俄罗斯所有资产出现更大的下行趋势。Brandywine Global Investment Management投资组合经理Jack McIntyre表示:“只要不包括现有的俄罗斯债务,市场就会好起来的。因为在必要情况下,我们可以选择出售或增持头寸。这些不是严厉的制裁,显然这是有意为之。”管理着720亿美元的新兴市场债务的PGIM Fixed Income的主管Cathy Hepworth写道:“虽然这让俄罗斯发行外债变得更加困难,但他们真的不需要。如果今后制裁力度加大(比如涉及到更多的俄罗斯银行),这可能会让当地银行更难偿还债务。”Emso资产管理公司高级资产经理Jens Nystedt表示:“我认为这只是第一轮制裁,美国和欧洲将根据事态的发展留一手。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812256512,"gmtCreate":1630591716936,"gmtModify":1630591716936,"author":{"id":"3469606205715625","authorId":"3469606205715625","name":"八号大水牛","avatar":"https://static.tigerbbs.com/eb79a7833bf3a897a6dd05273fc88e29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3469606205715625","idStr":"3469606205715625"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2109(CNmain)$ </a>恶意做空中国市场,必遭报应!","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2109(CNmain)$ </a>恶意做空中国市场,必遭报应!","text":"$A50指数主连 2109(CNmain)$ 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23:05","market":"us","language":"zh","title":"高盛:下调农业银行A股评级至卖出,目标价2.36元人民币。 下调农行H股评...","url":"https://stock-news.laohu8.com/highlight/detail?id=2156102267","media":"新浪财经","summary":"高盛:下调农业银行A股评级至卖出,目标价2.36元人民币。 下调农行H股评级至卖出,目标价2.81港元。","content":"<html><body><a href=\"https://laohu8.com/S/GS\">高盛</a>:下调<a href=\"https://laohu8.com/S/601288\">农业银行</a>A股评级至卖出,目标价2.36元人民币。 下调农行H股评级至卖出,目标价2.81港元。</body></html>","source":"sina_symbol","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>高盛:下调农业银行A股评级至卖出,目标价2.36元人民币。 下调农行H股评...</title>\n<style 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下调农行H股评级至卖出,目标价2.81港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149611639,"gmtCreate":1625721875721,"gmtModify":1625721875721,"author":{"id":"3469606205715625","authorId":"3469606205715625","name":"八号大水牛","avatar":"https://static.tigerbbs.com/eb79a7833bf3a897a6dd05273fc88e29","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3469606205715625","idStr":"3469606205715625"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02209\">$喆丽控股(02209)$</a>我中了,不敢晒,今天形式不好","listText":"<a 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