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IP属地:广东
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小常同学
06-25
$英伟达(NVDA)$
下跌太快太狠了,我是期权啊,亏死我了。
小常同学
06-25
$英伟达(NVDA)$
一口气跌这么多,真的太狠了。下两个支撑位110和100。亏了好多钱。
小常同学
05-23
$美国超微公司(AMD)$
太夸张了,172.88一路跌到现在161.66,这么大的幅度
小常同学
05-02
$诺和诺德(NVO)$
有人故意打压,盘前直接拉低,无论超不超预期,都会往下砸。在这条线上维持平衡。
小常同学
03-21
$老虎证券(TIGR)$
终身不再碰中国人的公司的股票了,在老虎上面吃了大亏了。业绩不稳是很难持续推高的,暴力拉升和下砸,没人赔玩了,实在没耐心。
小常同学
2023-12-11
$NQ100指数主连 2403(NQmain)$
今天跳空是啥意思。指数基金也没涨啊
小常同学
2023-07-22
$自动数据处理(ADP)$
尾盘什么情况
小常同学
2023-06-23
$三倍做多半导体ETF-Direxion Daily(SOXL)$
半导体指数都基本到前期高点,价格几乎是前面高点的1/3,即便成分股都涨2%,它只涨1%,纳斯达克涨1%以上,TQQQ涨4个多点,它2个多,人家跌1个点,他跌5个点不到。这特么有问题。
小常同学
2023-06-22
一两周内能涨一两块就足以
小常同学
2023-06-22
$耐克(NKE)$
前几天耐克跌下去让我受创,今天冷静想了想,这次财报不至于那么惨,真跌下去就长线期权。
小常同学
2023-05-01
$瑞士信贷(CS)$
瑞信被收购后股票会退市吗
小常同学
2023-03-30
写得好
美国第一共和银行的生死搏斗
小常同学
2023-01-31
$苹果(AAPL)$
我总感觉苹果这个季度可能不太好,因为我发现苹果14卖不动,CEO也愿意接受降薪,intel销量下滑那么多,苹果下滑的幅度可能也不小。
小常同学
2023-01-30
$新疆交建(002941)$
垃圾股票,新年第一天竟然下跌,一群混子在操盘。走人了。
小常同学
2023-01-17
$NQ100指数主连 2303(NQmain)$
小常同学
2022-10-07
$瑞士信贷(CS)$
瑞士信贷不可能破产,大家千万不要做空!
小常同学
2022-10-07
$瑞士信贷(CS)$
快点上涨吧
小常同学
2022-10-06
$NQ100指数主连 2212(NQmain)$
极其无奈
小常同学
2022-10-03
所谓的市场预估就是一个伪命题,是谁预估的,股价一定要按预估的定价么?媒体就是啥都不懂,乱讲话。
抱歉,原内容已删除
小常同学
2022-09-21
要不你们就在周三大量买入看涨期权?
美联储决议在即,华尔街交易员大举买入短期股票期权
去老虎APP查看更多动态
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太夸张了,172.88一路跌到现在161.66,这么大的幅度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/309034750480576","isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"160579370449962","authorId":"160579370449962","name":"闲人一个","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"160579370449962","authorIdStr":"160579370449962"},"content":"盘子小了,就想赚点小钱的投机人太多,波动太大。持有这货的期权真受罪","text":"盘子小了,就想赚点小钱的投机人太多,波动太大。持有这货的期权真受罪","html":"盘子小了,就想赚点小钱的投机人太多,波动太大。持有这货的期权真受罪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301594998579464,"gmtCreate":1714637678895,"gmtModify":1714637680589,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$ </a>前几天耐克跌下去让我受创,今天冷静想了想,这次财报不至于那么惨,真跌下去就长线期权。","listText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$ </a>前几天耐克跌下去让我受创,今天冷静想了想,这次财报不至于那么惨,真跌下去就长线期权。","text":"$耐克(NKE)$ 前几天耐克跌下去让我受创,今天冷静想了想,这次财报不至于那么惨,真跌下去就长线期权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190131642151080","isVote":1,"tweetType":1,"viewCount":5342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658412808,"gmtCreate":1682951678404,"gmtModify":1682951679781,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$ </a>瑞信被收购后股票会退市吗","listText":"<a 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瑞信被收购后股票会退市吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658412808","isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659554320,"gmtCreate":1680159968861,"gmtModify":1680159970281,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"写得好","listText":"写得好","text":"写得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659554320","repostId":"2322129700","repostType":2,"repost":{"id":"2322129700","kind":"highlight","pubTimestamp":1679702724,"share":"https://www.laohu8.com/m/news/2322129700?lang=&edition=full","pubTime":"2023-03-25 08:05","market":"hk","language":"zh","title":"美国第一共和银行的生死搏斗","url":"https://stock-news.laohu8.com/highlight/detail?id=2322129700","media":"虎嗅","summary":"被遗弃的第三只黑天鹅?","content":"<html><body><p><span label=\"备注\">本文来自微信公众号:</span><span>秦朔朋友圈 (ID:qspyq2015)</span><span>,作者:悟00000空,原文标题:《<a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>的生死搏斗》</span></p><p>相比于<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>与签名银行的闪崩,第一共和银行的生死搏斗更为壮烈<span label=\"备注\">(如果最终活下来的话)</span>或者惨烈<span label=\"备注\">(如果最终死掉的话)</span>。</p><p label=\"大标题\">风雨飘摇中的第一共和银行</p><p>第一共和银行成立于1985年,是一家加州特许商业银行,总部设在旧金山。第一共和银行是美国第14大银行,截至2022年底,该行拥有约2130亿美元的资产,市值320亿美元。</p><p><strong>第一共和银行和硅谷银行不同,后者的存款主要来自科技行业的公司,比如Meta集团,而第一共和银行的存款主要来自那些公司的老板和高管,比如扎克伯格。</strong></p><p>就像很多地区性银行一样,第一共和银行有大量存款超过联邦存款保险公司<span label=\"备注\">(FDIC)</span>的保险上限25万美元,这个比例为68%。虽然比硅谷银行的94%要小得多,然而也难逃挤兑狂潮。</p><p>第一共和银行的反应相当快,3月12日星期天,就在硅谷银行倒闭被接管的当天,它宣布已经和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>达成协议,可以随时获得现金,并称账上有700亿美元的现金可以兑付储户提款。<o:p></o:p></p><p>然而,此举似乎并没能赢得市场的信任,3月13日星期一一开盘,第一共和银行股价就暴跌67%,跌幅一度扩大逾78%,并多次触发熔断暂停,最后收跌61.83%。<o:p></o:p></p><p>不过,3月14日开盘,股价又暴涨60%,最终收涨26.98%。<o:p></o:p></p><p><strong>3月15日,全球三大评级机构中的两家下调了第一共和银行评级。</strong><a href=\"https://laohu8.com/S/SPGI\">标普全球</a>评级公司将美国第一共和银行的发行人信用评级从“A-”下调至“BB+” ,将其列为投机级,即“垃圾级”,惠誉国际也将评级从“A-”下调至“BB”。理由是第一共和银行可能面临高流动性压力,资金大量外流,这意味着其需要更多存款、更多美联储借款,并暂停派发普通股股息。第一共和银行股价又应声下挫,收跌21.37%。<o:p></o:p></p><p>3月16日,开盘急挫25%,一度跌超41%,随后,不断有消息流出,摩根大通首席执行官杰米·戴蒙会见财长耶伦,摩根大通正在牵头其它银行救助第一共和银行……</p><p>随着真真假假消息的流出,第一共和银行的股价像过山车一样上蹿下跳,多次熔断,一会儿是跌得太快熔断,一会儿又涨得太快熔断,生动演绎出股市像一个躁狂抑郁双相症患者。<o:p></o:p></p><p>最后,摩根大通、花旗集团、美国银行、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>发表一份声明,它们将分别向美国第一共和银行注入50亿美元的无保险存款。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>集团将分别注资25亿美元,另外五家银行则将分别贡献10亿美元。<strong>11家银行一共注资300亿美元。</strong><o:p></o:p></p><p>声明发表后,第一共和银行一度涨超20%,收涨逾10%。<o:p></o:p></p><p>看着第一共和银行似乎能够起死回生之际,3月17日周五,另一家信用评级机构<a href=\"https://laohu8.com/S/MCO\">穆迪</a>也将第一共和银行的评级下调至“垃圾级”,理由是“运营环境迅速恶化”。<o:p></o:p></p><p>同时,<strong>市场认为,11家银行注入的资金是存款,而不是资本金,虽然可以缓解现金短缺的燃眉之急,却不能解决盈利问题。</strong>当天第一共和银行股价收跌32.8%。<o:p></o:p></p><p>这直接打脸华尔街和华盛顿,在摩根大通带领11家银行联手注资后,耶伦盛赞华尔街的自救姿态,并称这表明了美国金融体系的坚韧性。<o:p></o:p></p><p>3月17日盘后第一共和银行宣布,将通过发行新股从其它银行或私募基金筹集资金,充实现金与资本金。盘前股价又暴跌。<o:p></o:p></p><p>随后3月18、19日这个周末,美国政府似乎并没有采取任何看得见的措施。消息面相当平静,不像上个周末,一片沸腾,举世瞩目。</p><p label=\"大标题\">黄金48小时,救助两只黑天鹅</p><p>3月10日早上,美国股市开盘后仅几个小时,美国加州金融保护和创新部<span label=\"备注\">(DFPI)</span>发布公告,由于流动性不足和资不抵债,根据加州金融法典第592条,他们已接管硅谷银行,并控制了该行存款。</p><p>下午一点,美国财政部长耶伦在出席国会作证后,与负责制定对策的官员举行了一次电话会议。</p><p>同时,美联储主席鲍威尔取消当天前往瑞士巴塞尔参加<a href=\"https://laohu8.com/S/IBOC\">国际银行</a>例行会议的安排,与联邦存款保险公司<span label=\"备注\">(FDIC)</span>主席马丁、货币监理署长和旧金山联储主席一起通了电话。</p><p>两天之前的3月7日,鲍威尔刚参加了国会听证会,再次对过热的经济数据发出警告,暗示还将激进加息。他万万想不到,几天后就有银行暴雷,且火势蔓延,他不得不紧急灭火,并筑造防火墙。<o:p></o:p></p><p>3月11日,三方负责人之间的讨论变得更加激烈。耶伦、鲍威尔和马丁再次发言,并且让美联储负责监管的副主席加入谈话。这四位官员讨论了三种方案:</p><p><strong>一、为硅谷银行寻找买家;</strong></p><p><strong>二、为所有银行推出新的美联储融资工具;</strong></p><p><strong>三、为硅谷银行和签名银行援引“系统性风险例外“。</strong><o:p></o:p></p><p>第二种方案是指银行定期融资计划<span label=\"备注\">(Bank Term Funding Program,简称BTFP) </span>,即美联储允许银行以国债、抵押支持证券<span label=\"备注\">(MBS)</span>和其他符合资格的资产作为抵押品,获得贷款,数额等于这些证券的面值,而不是市值。</p><p>也就是说,<strong>数额不受加息导致市值下跌的影响。</strong>这些资金的借款利率将固定为“一年隔夜指数掉期利率”,即市场利率加0.1%。持续时间一年。这些条件相当优厚。<o:p></o:p></p><p>第三种方案,意味着官员们将这些相对较小的贷款机构视为具有“系统重要性”,为它们的所有储户提供担保,即使是那些余额超过联邦保险限额25万美元的储户。<o:p></o:p></p><p>他们的首选是第一方案,这也是银行危机时通常的处理方法,这样可以保全储户、投资者、员工等所有利益相关方。然而,一直到3月13日周日下午,他们也没能找到买家。面对市场情绪带来的不可预测的巨大风险,没有银行愿意做接盘侠。<o:p></o:p></p><p>倒是英国人很快解决了问题,<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>控股的英国子公司汇丰英国银行当天宣布将以1英镑的价格收购硅谷银行英国子公司。一切开始恢复正常。<o:p></o:p></p><p>不少人疾呼,必须抓住48小时黄金救援时间,如果美国政府在3月13日之前无法提供资金担保,全美中小银行都将出现挤兑危机,而且这个错误将无法逆转。好比一个器脏健康的人失血休克,如果不及时输血就会死亡,死亡后哪怕输血也救不回来了。<o:p></o:p></p><p>3月12日下午,财长耶伦向拜登总统介绍了最新情况,促使总统批准了援引紧急权力和实施救援的计划,即第三方案。<o:p></o:p></p><p>据众议院金融服务委员会民主党议员布拉德·谢尔曼称,这时美国政府开始相信,必须采取积极的行动来恢复信心。他说:“一只黑天鹅就是一只黑天鹅。两只黑天鹅就是一群了。一旦第二个地区<span label=\"备注\">(银行)</span>被关闭,这就是系统性的危机。”</p><p><strong>第二只黑天鹅是指3月12日下午被美国监管机构关闭的纽约签名银行。</strong><o:p></o:p></p><p>下午6点多,美国财政部、美联储和联邦存款保险公司在一份联合声明中向公众宣布了这些措施。声明表示:“今天我们正在采取果断行动,通过加强公众对我们银行系统的信心来保护美国经济。”<o:p></o:p></p><p>这些举措都赶在亚洲股市开盘前完成了,减少了对全球金融市场的影响。</p><p><span label=\"大标题\">被遗弃的第三只黑天鹅?</span></p><p><strong>然而对于第一共和银行,美国政府似乎并不很上心。</strong>3月17日被打脸后,3月18、19日<span label=\"备注\">(周末)</span>,没有采取什么看得见的举措。<o:p></o:p></p><p>3月19日,标普再次下调第一共和银行评级。市场分析师纷纷怀疑第一共和银行能否及时筹到135亿美元填补资金缺口。</p><p>3月20日一开盘,第一共和银行继续暴跌,收于每股12.18美元,下跌47.11%。3月份已经下跌了超过90%。<o:p></o:p></p><p>知情人士称,自硅谷银行倒闭以来,客户已经从第一共和银行提取了约700亿美元的存款,占总存款的40%。这已经比硅谷银行强了,后者在挤兑到25%的时候就倒闭了。<o:p></o:p></p><p>需要指出的是,与硅谷银行相比,第一共和银行算得上是风险较低的一类银行。其投资证券仅占总资产的16%,远低于硅谷银行的57%;虽然其贷款量是硅谷银行的两倍多,但贷款的风险敞口不及后者的四分之一。<o:p></o:p></p><p><strong>不过,这些都已经不重要了,市场情绪瞬间淹没这些鸡毛蒜皮的理性计算。只要有一点点风吹草动,市场起了一点点疑心,储户就开始挤兑,投资者就开始抛售股票,都想赶在别人跑掉之前先跑掉。</strong><o:p></o:p></p><p>评级机构的作用也十分微妙,据称,硅谷银行之所以宣布发新股融资,就是因为评级机构敦促它增加资本金,不然就要被降级了。评级机构在2008年的金融危机中已经扮演过令人胆寒的角色,大量以次贷资产为基础的资产支持证券<span label=\"备注\">(ABS)</span>在风险已经很高的时候,还获得了很好的评级。投资者基于这些评级大量买入,最后纷纷爆雷。<o:p></o:p></p><p>当然硅谷银行本来完全可以私下募资,不必惊动市场,但是高盛选择了公开募股。结果,硅谷银行瞬间进入死亡漩涡。这是一个自我实现的过程。<o:p></o:p></p><p>3月7日周二,硅谷银行还一如既往地连续第五年登上福布斯年度美国最佳银行榜单,并入选福布斯首届金融全明星名单。3月8日盘后,它发布一则公告,将计入18亿美元证劵出售亏损,拟发新股融资22.5亿美元。公告发布后,硅谷银行的盘后股价下降8%,不过也有好消息,高盛受到很多认购硅谷银行股票的订单。<o:p></o:p></p><p>然而,一个小时后发生的一件事对硅谷银行十分不利,那就是遭受挤兑的“币圈友好银行”Silvergate宣布倒闭。一边电视、网站铺天盖地滚动播放这个消息,一边一家银行宣布要融资,市场马上产生了联想。<o:p></o:p></p><p>据说第一个去提款的是Paypal创始人彼得·蒂尔参与创立的创投Founders Fund。仅3月9日<span label=\"备注\">(周四)</span>一天,储户在硅谷银行的取款总额高达420亿美元,占它存款总额的四分之一。3月10日<span label=\"备注\">(周五)</span>一早它就倒闭了。<o:p></o:p></p><p><strong>从“全美最佳银行”“金融全明星”到死亡,只隔了一天。这种创纪录的猝死让人瞠目结舌,2008年雷曼兄弟从爆雷到倒闭,还历时三个多月。</strong><o:p></o:p></p><p>当然雷曼兄弟和硅谷银行的可比性不是很强,雷曼曾是美国第四大投资银行,而硅谷银行曾是美国第16大商业银行;雷曼倒闭的根本原因是投资了大量内在价值很低的次贷有毒资产,最终这些资产价值几乎归零,而硅谷银行投资了大量长期国债,这些资产的内在价值是由美国政府的信用保障的,只是加息一时导致它的市场价值下跌而已。<o:p></o:p></p><p>硅谷银行和第一共和银行等,是突然被放血,失血休克,器脏没有问题,及时输血就可活过来,而雷曼是器脏机体整体出了问题,好比得了癌症,不是简单输血的问题。<o:p></o:p></p><p>这也是为什么不少投资者表示乐观的原因。<o:p></o:p></p><p>3月12日,全球最赚钱的对冲基金之一Citadel在一份监管文件中表示,它购买了西部<a href=\"https://laohu8.com/S/UBSI\">联合银行</a><span label=\"备注\">(WAL.US)</span>5.3%的股份。<o:p></o:p></p><p>3月13日,潘兴广场资本管理公司CEO阿克曼<span label=\"备注\">(Bill Ackman)</span>在一条长篇推文中说,地区银行股正以极低的价格出现,这种投资机会并非没有风险,但它可能最终成为有史以来最伟大的交易之一。他说,如果巴菲特不把资金投入他最喜欢的地区银行,他会感到惊讶。<o:p></o:p></p><p>3月14日,管理着16亿美元资产的Anson Funds买入了第一共和银行<span label=\"备注\">(FRC.US)</span>股票,但具体数量没有公布。该基金公司投资组合经理Rob Mills表示,<strong>这不是信贷危机,这是流动性危机</strong>。他表示自己对美国第14大银行第一共和国银行的管理和贷款质量很有信心。</p><p><span label=\"大标题\">美国政府的两难</span></p><p>信心贵比黄金,千钧一发。然而美国政府在火速接管硅谷银行与签名银行后,对于第一共和银行的危机,处理起来显得犹豫不决,小心翼翼。</p><p>不过,美国政府的顾虑很能理解。<strong>时至今日,还有人指责2008年政府使用纳税人的钱救助华尔街。</strong>2008年,华尔街因自身不负责任的行为酿成国际金融危机,此后美国社会对华尔街的非议和责难就从未平息。</p><p>许多民众认为,政府的救援让华尔街并未因自身的贪婪而受到惩罚。2011年的“占领华尔街运动”算是一次民怨总爆发。<o:p></o:p></p><p>在硅谷银行倒闭前两天,包括红杉资本在内的数百家机构曾签署了一份共同声明,要求监管部门出手救助硅谷银行,阻止系统性灾难发生。但是美国财长耶伦明确表示:“在2008年金融危机期间,大型银行的投资者和所有者得到了政府救助,美国在危机后实施的改革意味着我们不会再这样做了。”<o:p></o:p></p><p>当然,最终白宫还是做出决策,出手救助,如果因为爱惜羽毛而任由银行挤兑火势蔓延,导致危机爆发,它也将无法向人民交代。不过它很小心地不用“救助”这个词,并一再强调不用纳税人买单。<o:p></o:p></p><p>接管硅谷银行的联邦存款保险公司<span label=\"备注\">(FDIC)</span>是根据1933年银行法设立的。从1934年1月1日起,对联邦储备系统所有会员银行以及申请参加联邦储备保险并符合条件的州银行,实行有法定限额的存款保险制度。该公司的资金来自投保银行每年按其存款总额1/3000缴付的保险费以及投资国债所得利息,并有权在任何时候向财政部借入不超过30亿美元的资金。可见,它的资金来自投保银行,不是财政部,不是纳税人的钱。<o:p></o:p></p><p><strong>在救助硅谷银行和签名银行的同时,白宫表示,救助对象是储户,而不是这两家银行的股东和债权人,他们应该自己承担投资的风险。</strong>同时,白宫强烈谴责两家银行管理层的不法行为和不当管理,表示将追责到底。拜登还谴责了前总统特朗普放松监管酿成恶果。<o:p></o:p></p><p>硅谷银行闪崩后,特朗普十分兴奋,他一直预测拜登将把美国带入一个比1929年更广泛、更惨烈的大萧条,现在终于找到了证据:“银行已经开始崩溃了”。<o:p></o:p></p><p>然而,民主党人很快把这次银行倒闭事件追溯到了他的头上。美国参议院银行委员会主席布朗<span label=\"备注\">(Sherrod Brown)</span>表示,特朗普于2018年签署生效的《经济增长、放松监管和消费者保护法案》,使得美国众多小银行豁免于严格的监管,并放松了对大银行的监管。他说:“美国需要严格的资本和流动性标准,我们显然需要加强压力测试。”<o:p></o:p></p><p><strong>总之,这次拜登救市,一方面要果敢,不能因为不作为而助推危机形成,成为历史罪人;另一方面又要小心,不能激起公愤,现在就成罪人,那么连任就悬了。</strong></p><p label=\"大标题\">第一共和银行算活过来了吗?</p><p>拜登总统为何不担心第一共和银行成为第三只黑天鹅,触发系统性风险呢?大概率是因为他相信第一共和银行应该能够撑下去,活过来。</p><p><strong>一是第一共和银行可以通过政府的银行定期融资计划<span label=\"备注\">(Bank Term Funding Program,简称BTFP)</span>获得资金,可以解决流动性问题。二是摩根大通等大行很支持第一共和银行,可以解决资本金问题。</strong></p><p>果然,3月20日周一有报道称,摩根大通董事长兼首席执行官杰米·戴蒙<span label=\"备注\">(Jamie Dimon)</span>正在与其它大行谈判,将注入第一共和银行的300亿存款中的一部分或全部转成资本金。<o:p></o:p></p><p>如果此举成功提振市场信心,救活了第一共和银行,那么就是捡了条休克鱼。不仅救命行善了,还捡了个大便宜。如果未能提振信心,那么注入的资金就彻底打了水漂。<o:p></o:p></p><p>此外,耶伦提前发布本要在3月21日周二在华盛顿举行的美国银行家协会会议上发表的讲话摘录,她表示:“为了保护更广泛的美国银行系统,我们的干预是必要的,如果规模较小的机构遭遇存款挤兑,或者出现蔓延的风险,也可能有必要采取类似行动。”</p><p>有关方面正在研究暂时将联邦存款保险公司的保险范围扩大到所有存款的方法。这将有助于缓解区域性银行的挤兑压力。这正是马斯克3月18日在推特上发的建议。<o:p></o:p></p><p>受此影响,3月21日周二开盘,第一共和银行股票大涨30%多。午后,美国财长耶伦关于政府准备救助受困银行的讲话推动银行股普遍上涨。美联储也宣布3月22日公布是否加息的会议决定。市场普遍认为,美联储将停止加息直至市场平稳。<o:p></o:p></p><p><strong>第一共和银行则表示,如果融资失败,将考虑重组,缩减规模。也就是说,存续性不受影响。</strong><o:p></o:p></p><p>它现在的确不太可能倒闭,因为已经兑付了一半左右的存款,并从华尔街同行获得了资金,还可以随时从银行定期融资计划<span label=\"备注\">(BTFP)</span>获得资金。<strong>现金是不缺的了,不会破产,缺的是资本金而已。</strong>就算筹不到资本金,大不了缩减规模,从一个大银行变成一个小银行。大可以美,小也可以美。<o:p></o:p></p><p>盘中第一共和银行最高涨超60%,收涨29.47%。不过,目前市值也就29.37亿,恢复到去年年底的十分之一不到。</p><p>盘后,市场情绪继续十分活跃。盘后股价先是大跌,后回升,又跌,又涨,后又跌,后又涨,最大跌幅7%多,最大涨幅5%多。市场像发了疯一样,拿不定主意。<o:p></o:p></p><p>有消息表明,美国政府将更为积极地参与救助“拆雷”第一共和银行。有人认为这种救助将有利于股票投资者,有人认为这种救助不利于股票投资者。当前者的声音超过后者时,股价就涨,反之则跌。有人认为第一共和银行的融资重组计划将成功,有人认为不然。……<o:p></o:p></p><p>可能影响第一共和银行估值的各方面信息,看多看空两种不同的判断,导致股价像心电图一般急速上蹿下跳,股市这台投票机差点死机。无数人一夜无眠。<o:p></o:p></p><p>到3月23日周三开盘前,股价涨幅为0%。一开盘先是涨了一点,后来跌了7%多,然后又涨上去,随后又跌下来,正又要涨上去的时候,美联储议息会议结束,宣布加息25个基点,这是自去年三月以来的第九次加息。此次加息后,美国联邦基金基准利率的目标区间已升至4.75%~5%。<o:p></o:p></p><p>鲍威尔在记者招待会上说,存款人的储蓄现在是安全的,美联储等机构出手救助是正确的;银行体系的存款流动现已稳定,银行危机对经济的影响是适度可控的;曾考虑过暂停加息,但通胀太高,加息仍是共识;并表示将吸取这次银行危机的教训。<o:p></o:p></p><p>财长耶伦在国会强调,并未向倒闭银行的股东和债权人提供救助,他们不受政府的保护。处置这些银行所造成的损失,不由纳税人承担,并“收回”前一天做出的要为所有银行所有储户提供担保的表态。<o:p></o:p></p><p>股市应声大跌,道指、纳指、标普三大股指跌幅均超1.6%,地区银行股领跌。第一共和银行大跌15.47%,市值降至历史最低点24.82亿,只剩三月初的8%不到。<o:p></o:p></p><p>知情人士透露,周三,在华盛顿参加为期两天的金融服务论坛季度会议的摩根大通首席执行官杰米戴蒙<span label=\"备注\">(Jamie Dimon)</span>会见了美国总统拜登的首席经济顾问、白宫国家经济委员会主任布雷纳德,据称目标是在未来24小时内制定出一套具体措施,拯救第一共和银行。</p><p>3月23日周四,第一共和银行盘前涨幅一度超11%,开盘后涨近10%,然后一路下降,一度跌近10%,最后收跌6%,市值为23.33亿美元,差不多是三月初的7%。没有最低,只有更低。</p><p>盘后,财长耶伦改口称,准备必要时采取额外行动保护存款安全。</p><p>3月24日周五,第一共和银行开盘跌5%。</p><p><strong>第一共和银行满满的求生欲,至此算是被打击得差不多了。无数次试图站起来,又被打下去,再站起来,又被打下去,再站起来,又被打下去,再站起来,又被打下去……</strong><o:p></o:p></p><p>从此,大概很长时间只能趴在地上卑微地活着了,不过总算是活过来了,不知能活多久。第一共和银行不是最后一个死掉的银行,就是第一个获救的银行。</p><p><span label=\"备注\">作者:曾在复旦学习、任教9年;曾在中欧国际工商学院供职20年。微信个人公众号:无语2022,微信视频号:无语20220425。</span></p><p><span label=\"备注\">本文来自微信公众号:</span><span>秦朔朋友圈 (ID:qspyq2015)</span><span>,作者:悟00000空</span></p></body></html>","source":"highlight_huxiu","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\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国第一共和银行的生死搏斗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-25 08:05 北京时间 <a href=https://www.huxiu.com/article/917371.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自微信公众号:秦朔朋友圈 (ID:qspyq2015),作者:悟00000空,原文标题:《第一共和银行的生死搏斗》相比于硅谷银行与签名银行的闪崩,第一共和银行的生死搏斗更为壮烈(如果最终活下来的话)或者惨烈(如果最终死掉的话)。风雨飘摇中的第一共和银行第一共和银行成立于1985年,是一家加州特许商业银行,总部设在旧金山。第一共和银行是美国第14大银行,截至2022年底,该行拥有约2130...</p>\n\n<a href=\"https://www.huxiu.com/article/917371.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202303/25/075422643306.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","relate_stocks":{"BK4588":"碎股","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4211":"区域性银行","BK4589":"SVB概念","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念"},"source_url":"https://www.huxiu.com/article/917371.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322129700","content_text":"本文来自微信公众号:秦朔朋友圈 (ID:qspyq2015),作者:悟00000空,原文标题:《第一共和银行的生死搏斗》相比于硅谷银行与签名银行的闪崩,第一共和银行的生死搏斗更为壮烈(如果最终活下来的话)或者惨烈(如果最终死掉的话)。风雨飘摇中的第一共和银行第一共和银行成立于1985年,是一家加州特许商业银行,总部设在旧金山。第一共和银行是美国第14大银行,截至2022年底,该行拥有约2130亿美元的资产,市值320亿美元。第一共和银行和硅谷银行不同,后者的存款主要来自科技行业的公司,比如Meta集团,而第一共和银行的存款主要来自那些公司的老板和高管,比如扎克伯格。就像很多地区性银行一样,第一共和银行有大量存款超过联邦存款保险公司(FDIC)的保险上限25万美元,这个比例为68%。虽然比硅谷银行的94%要小得多,然而也难逃挤兑狂潮。第一共和银行的反应相当快,3月12日星期天,就在硅谷银行倒闭被接管的当天,它宣布已经和摩根大通达成协议,可以随时获得现金,并称账上有700亿美元的现金可以兑付储户提款。然而,此举似乎并没能赢得市场的信任,3月13日星期一一开盘,第一共和银行股价就暴跌67%,跌幅一度扩大逾78%,并多次触发熔断暂停,最后收跌61.83%。不过,3月14日开盘,股价又暴涨60%,最终收涨26.98%。3月15日,全球三大评级机构中的两家下调了第一共和银行评级。标普全球评级公司将美国第一共和银行的发行人信用评级从“A-”下调至“BB+” ,将其列为投机级,即“垃圾级”,惠誉国际也将评级从“A-”下调至“BB”。理由是第一共和银行可能面临高流动性压力,资金大量外流,这意味着其需要更多存款、更多美联储借款,并暂停派发普通股股息。第一共和银行股价又应声下挫,收跌21.37%。3月16日,开盘急挫25%,一度跌超41%,随后,不断有消息流出,摩根大通首席执行官杰米·戴蒙会见财长耶伦,摩根大通正在牵头其它银行救助第一共和银行……随着真真假假消息的流出,第一共和银行的股价像过山车一样上蹿下跳,多次熔断,一会儿是跌得太快熔断,一会儿又涨得太快熔断,生动演绎出股市像一个躁狂抑郁双相症患者。最后,摩根大通、花旗集团、美国银行、富国银行发表一份声明,它们将分别向美国第一共和银行注入50亿美元的无保险存款。摩根士丹利和高盛集团将分别注资25亿美元,另外五家银行则将分别贡献10亿美元。11家银行一共注资300亿美元。声明发表后,第一共和银行一度涨超20%,收涨逾10%。看着第一共和银行似乎能够起死回生之际,3月17日周五,另一家信用评级机构穆迪也将第一共和银行的评级下调至“垃圾级”,理由是“运营环境迅速恶化”。同时,市场认为,11家银行注入的资金是存款,而不是资本金,虽然可以缓解现金短缺的燃眉之急,却不能解决盈利问题。当天第一共和银行股价收跌32.8%。这直接打脸华尔街和华盛顿,在摩根大通带领11家银行联手注资后,耶伦盛赞华尔街的自救姿态,并称这表明了美国金融体系的坚韧性。3月17日盘后第一共和银行宣布,将通过发行新股从其它银行或私募基金筹集资金,充实现金与资本金。盘前股价又暴跌。随后3月18、19日这个周末,美国政府似乎并没有采取任何看得见的措施。消息面相当平静,不像上个周末,一片沸腾,举世瞩目。黄金48小时,救助两只黑天鹅3月10日早上,美国股市开盘后仅几个小时,美国加州金融保护和创新部(DFPI)发布公告,由于流动性不足和资不抵债,根据加州金融法典第592条,他们已接管硅谷银行,并控制了该行存款。下午一点,美国财政部长耶伦在出席国会作证后,与负责制定对策的官员举行了一次电话会议。同时,美联储主席鲍威尔取消当天前往瑞士巴塞尔参加国际银行例行会议的安排,与联邦存款保险公司(FDIC)主席马丁、货币监理署长和旧金山联储主席一起通了电话。两天之前的3月7日,鲍威尔刚参加了国会听证会,再次对过热的经济数据发出警告,暗示还将激进加息。他万万想不到,几天后就有银行暴雷,且火势蔓延,他不得不紧急灭火,并筑造防火墙。3月11日,三方负责人之间的讨论变得更加激烈。耶伦、鲍威尔和马丁再次发言,并且让美联储负责监管的副主席加入谈话。这四位官员讨论了三种方案:一、为硅谷银行寻找买家;二、为所有银行推出新的美联储融资工具;三、为硅谷银行和签名银行援引“系统性风险例外“。第二种方案是指银行定期融资计划(Bank Term Funding Program,简称BTFP) ,即美联储允许银行以国债、抵押支持证券(MBS)和其他符合资格的资产作为抵押品,获得贷款,数额等于这些证券的面值,而不是市值。也就是说,数额不受加息导致市值下跌的影响。这些资金的借款利率将固定为“一年隔夜指数掉期利率”,即市场利率加0.1%。持续时间一年。这些条件相当优厚。第三种方案,意味着官员们将这些相对较小的贷款机构视为具有“系统重要性”,为它们的所有储户提供担保,即使是那些余额超过联邦保险限额25万美元的储户。他们的首选是第一方案,这也是银行危机时通常的处理方法,这样可以保全储户、投资者、员工等所有利益相关方。然而,一直到3月13日周日下午,他们也没能找到买家。面对市场情绪带来的不可预测的巨大风险,没有银行愿意做接盘侠。倒是英国人很快解决了问题,汇丰控股的英国子公司汇丰英国银行当天宣布将以1英镑的价格收购硅谷银行英国子公司。一切开始恢复正常。不少人疾呼,必须抓住48小时黄金救援时间,如果美国政府在3月13日之前无法提供资金担保,全美中小银行都将出现挤兑危机,而且这个错误将无法逆转。好比一个器脏健康的人失血休克,如果不及时输血就会死亡,死亡后哪怕输血也救不回来了。3月12日下午,财长耶伦向拜登总统介绍了最新情况,促使总统批准了援引紧急权力和实施救援的计划,即第三方案。据众议院金融服务委员会民主党议员布拉德·谢尔曼称,这时美国政府开始相信,必须采取积极的行动来恢复信心。他说:“一只黑天鹅就是一只黑天鹅。两只黑天鹅就是一群了。一旦第二个地区(银行)被关闭,这就是系统性的危机。”第二只黑天鹅是指3月12日下午被美国监管机构关闭的纽约签名银行。下午6点多,美国财政部、美联储和联邦存款保险公司在一份联合声明中向公众宣布了这些措施。声明表示:“今天我们正在采取果断行动,通过加强公众对我们银行系统的信心来保护美国经济。”这些举措都赶在亚洲股市开盘前完成了,减少了对全球金融市场的影响。被遗弃的第三只黑天鹅?然而对于第一共和银行,美国政府似乎并不很上心。3月17日被打脸后,3月18、19日(周末),没有采取什么看得见的举措。3月19日,标普再次下调第一共和银行评级。市场分析师纷纷怀疑第一共和银行能否及时筹到135亿美元填补资金缺口。3月20日一开盘,第一共和银行继续暴跌,收于每股12.18美元,下跌47.11%。3月份已经下跌了超过90%。知情人士称,自硅谷银行倒闭以来,客户已经从第一共和银行提取了约700亿美元的存款,占总存款的40%。这已经比硅谷银行强了,后者在挤兑到25%的时候就倒闭了。需要指出的是,与硅谷银行相比,第一共和银行算得上是风险较低的一类银行。其投资证券仅占总资产的16%,远低于硅谷银行的57%;虽然其贷款量是硅谷银行的两倍多,但贷款的风险敞口不及后者的四分之一。不过,这些都已经不重要了,市场情绪瞬间淹没这些鸡毛蒜皮的理性计算。只要有一点点风吹草动,市场起了一点点疑心,储户就开始挤兑,投资者就开始抛售股票,都想赶在别人跑掉之前先跑掉。评级机构的作用也十分微妙,据称,硅谷银行之所以宣布发新股融资,就是因为评级机构敦促它增加资本金,不然就要被降级了。评级机构在2008年的金融危机中已经扮演过令人胆寒的角色,大量以次贷资产为基础的资产支持证券(ABS)在风险已经很高的时候,还获得了很好的评级。投资者基于这些评级大量买入,最后纷纷爆雷。当然硅谷银行本来完全可以私下募资,不必惊动市场,但是高盛选择了公开募股。结果,硅谷银行瞬间进入死亡漩涡。这是一个自我实现的过程。3月7日周二,硅谷银行还一如既往地连续第五年登上福布斯年度美国最佳银行榜单,并入选福布斯首届金融全明星名单。3月8日盘后,它发布一则公告,将计入18亿美元证劵出售亏损,拟发新股融资22.5亿美元。公告发布后,硅谷银行的盘后股价下降8%,不过也有好消息,高盛受到很多认购硅谷银行股票的订单。然而,一个小时后发生的一件事对硅谷银行十分不利,那就是遭受挤兑的“币圈友好银行”Silvergate宣布倒闭。一边电视、网站铺天盖地滚动播放这个消息,一边一家银行宣布要融资,市场马上产生了联想。据说第一个去提款的是Paypal创始人彼得·蒂尔参与创立的创投Founders Fund。仅3月9日(周四)一天,储户在硅谷银行的取款总额高达420亿美元,占它存款总额的四分之一。3月10日(周五)一早它就倒闭了。从“全美最佳银行”“金融全明星”到死亡,只隔了一天。这种创纪录的猝死让人瞠目结舌,2008年雷曼兄弟从爆雷到倒闭,还历时三个多月。当然雷曼兄弟和硅谷银行的可比性不是很强,雷曼曾是美国第四大投资银行,而硅谷银行曾是美国第16大商业银行;雷曼倒闭的根本原因是投资了大量内在价值很低的次贷有毒资产,最终这些资产价值几乎归零,而硅谷银行投资了大量长期国债,这些资产的内在价值是由美国政府的信用保障的,只是加息一时导致它的市场价值下跌而已。硅谷银行和第一共和银行等,是突然被放血,失血休克,器脏没有问题,及时输血就可活过来,而雷曼是器脏机体整体出了问题,好比得了癌症,不是简单输血的问题。这也是为什么不少投资者表示乐观的原因。3月12日,全球最赚钱的对冲基金之一Citadel在一份监管文件中表示,它购买了西部联合银行(WAL.US)5.3%的股份。3月13日,潘兴广场资本管理公司CEO阿克曼(Bill Ackman)在一条长篇推文中说,地区银行股正以极低的价格出现,这种投资机会并非没有风险,但它可能最终成为有史以来最伟大的交易之一。他说,如果巴菲特不把资金投入他最喜欢的地区银行,他会感到惊讶。3月14日,管理着16亿美元资产的Anson Funds买入了第一共和银行(FRC.US)股票,但具体数量没有公布。该基金公司投资组合经理Rob Mills表示,这不是信贷危机,这是流动性危机。他表示自己对美国第14大银行第一共和国银行的管理和贷款质量很有信心。美国政府的两难信心贵比黄金,千钧一发。然而美国政府在火速接管硅谷银行与签名银行后,对于第一共和银行的危机,处理起来显得犹豫不决,小心翼翼。不过,美国政府的顾虑很能理解。时至今日,还有人指责2008年政府使用纳税人的钱救助华尔街。2008年,华尔街因自身不负责任的行为酿成国际金融危机,此后美国社会对华尔街的非议和责难就从未平息。许多民众认为,政府的救援让华尔街并未因自身的贪婪而受到惩罚。2011年的“占领华尔街运动”算是一次民怨总爆发。在硅谷银行倒闭前两天,包括红杉资本在内的数百家机构曾签署了一份共同声明,要求监管部门出手救助硅谷银行,阻止系统性灾难发生。但是美国财长耶伦明确表示:“在2008年金融危机期间,大型银行的投资者和所有者得到了政府救助,美国在危机后实施的改革意味着我们不会再这样做了。”当然,最终白宫还是做出决策,出手救助,如果因为爱惜羽毛而任由银行挤兑火势蔓延,导致危机爆发,它也将无法向人民交代。不过它很小心地不用“救助”这个词,并一再强调不用纳税人买单。接管硅谷银行的联邦存款保险公司(FDIC)是根据1933年银行法设立的。从1934年1月1日起,对联邦储备系统所有会员银行以及申请参加联邦储备保险并符合条件的州银行,实行有法定限额的存款保险制度。该公司的资金来自投保银行每年按其存款总额1/3000缴付的保险费以及投资国债所得利息,并有权在任何时候向财政部借入不超过30亿美元的资金。可见,它的资金来自投保银行,不是财政部,不是纳税人的钱。在救助硅谷银行和签名银行的同时,白宫表示,救助对象是储户,而不是这两家银行的股东和债权人,他们应该自己承担投资的风险。同时,白宫强烈谴责两家银行管理层的不法行为和不当管理,表示将追责到底。拜登还谴责了前总统特朗普放松监管酿成恶果。硅谷银行闪崩后,特朗普十分兴奋,他一直预测拜登将把美国带入一个比1929年更广泛、更惨烈的大萧条,现在终于找到了证据:“银行已经开始崩溃了”。然而,民主党人很快把这次银行倒闭事件追溯到了他的头上。美国参议院银行委员会主席布朗(Sherrod Brown)表示,特朗普于2018年签署生效的《经济增长、放松监管和消费者保护法案》,使得美国众多小银行豁免于严格的监管,并放松了对大银行的监管。他说:“美国需要严格的资本和流动性标准,我们显然需要加强压力测试。”总之,这次拜登救市,一方面要果敢,不能因为不作为而助推危机形成,成为历史罪人;另一方面又要小心,不能激起公愤,现在就成罪人,那么连任就悬了。第一共和银行算活过来了吗?拜登总统为何不担心第一共和银行成为第三只黑天鹅,触发系统性风险呢?大概率是因为他相信第一共和银行应该能够撑下去,活过来。一是第一共和银行可以通过政府的银行定期融资计划(Bank Term Funding Program,简称BTFP)获得资金,可以解决流动性问题。二是摩根大通等大行很支持第一共和银行,可以解决资本金问题。果然,3月20日周一有报道称,摩根大通董事长兼首席执行官杰米·戴蒙(Jamie Dimon)正在与其它大行谈判,将注入第一共和银行的300亿存款中的一部分或全部转成资本金。如果此举成功提振市场信心,救活了第一共和银行,那么就是捡了条休克鱼。不仅救命行善了,还捡了个大便宜。如果未能提振信心,那么注入的资金就彻底打了水漂。此外,耶伦提前发布本要在3月21日周二在华盛顿举行的美国银行家协会会议上发表的讲话摘录,她表示:“为了保护更广泛的美国银行系统,我们的干预是必要的,如果规模较小的机构遭遇存款挤兑,或者出现蔓延的风险,也可能有必要采取类似行动。”有关方面正在研究暂时将联邦存款保险公司的保险范围扩大到所有存款的方法。这将有助于缓解区域性银行的挤兑压力。这正是马斯克3月18日在推特上发的建议。受此影响,3月21日周二开盘,第一共和银行股票大涨30%多。午后,美国财长耶伦关于政府准备救助受困银行的讲话推动银行股普遍上涨。美联储也宣布3月22日公布是否加息的会议决定。市场普遍认为,美联储将停止加息直至市场平稳。第一共和银行则表示,如果融资失败,将考虑重组,缩减规模。也就是说,存续性不受影响。它现在的确不太可能倒闭,因为已经兑付了一半左右的存款,并从华尔街同行获得了资金,还可以随时从银行定期融资计划(BTFP)获得资金。现金是不缺的了,不会破产,缺的是资本金而已。就算筹不到资本金,大不了缩减规模,从一个大银行变成一个小银行。大可以美,小也可以美。盘中第一共和银行最高涨超60%,收涨29.47%。不过,目前市值也就29.37亿,恢复到去年年底的十分之一不到。盘后,市场情绪继续十分活跃。盘后股价先是大跌,后回升,又跌,又涨,后又跌,后又涨,最大跌幅7%多,最大涨幅5%多。市场像发了疯一样,拿不定主意。有消息表明,美国政府将更为积极地参与救助“拆雷”第一共和银行。有人认为这种救助将有利于股票投资者,有人认为这种救助不利于股票投资者。当前者的声音超过后者时,股价就涨,反之则跌。有人认为第一共和银行的融资重组计划将成功,有人认为不然。……可能影响第一共和银行估值的各方面信息,看多看空两种不同的判断,导致股价像心电图一般急速上蹿下跳,股市这台投票机差点死机。无数人一夜无眠。到3月23日周三开盘前,股价涨幅为0%。一开盘先是涨了一点,后来跌了7%多,然后又涨上去,随后又跌下来,正又要涨上去的时候,美联储议息会议结束,宣布加息25个基点,这是自去年三月以来的第九次加息。此次加息后,美国联邦基金基准利率的目标区间已升至4.75%~5%。鲍威尔在记者招待会上说,存款人的储蓄现在是安全的,美联储等机构出手救助是正确的;银行体系的存款流动现已稳定,银行危机对经济的影响是适度可控的;曾考虑过暂停加息,但通胀太高,加息仍是共识;并表示将吸取这次银行危机的教训。财长耶伦在国会强调,并未向倒闭银行的股东和债权人提供救助,他们不受政府的保护。处置这些银行所造成的损失,不由纳税人承担,并“收回”前一天做出的要为所有银行所有储户提供担保的表态。股市应声大跌,道指、纳指、标普三大股指跌幅均超1.6%,地区银行股领跌。第一共和银行大跌15.47%,市值降至历史最低点24.82亿,只剩三月初的8%不到。知情人士透露,周三,在华盛顿参加为期两天的金融服务论坛季度会议的摩根大通首席执行官杰米戴蒙(Jamie Dimon)会见了美国总统拜登的首席经济顾问、白宫国家经济委员会主任布雷纳德,据称目标是在未来24小时内制定出一套具体措施,拯救第一共和银行。3月23日周四,第一共和银行盘前涨幅一度超11%,开盘后涨近10%,然后一路下降,一度跌近10%,最后收跌6%,市值为23.33亿美元,差不多是三月初的7%。没有最低,只有更低。盘后,财长耶伦改口称,准备必要时采取额外行动保护存款安全。3月24日周五,第一共和银行开盘跌5%。第一共和银行满满的求生欲,至此算是被打击得差不多了。无数次试图站起来,又被打下去,再站起来,又被打下去,再站起来,又被打下去,再站起来,又被打下去……从此,大概很长时间只能趴在地上卑微地活着了,不过总算是活过来了,不知能活多久。第一共和银行不是最后一个死掉的银行,就是第一个获救的银行。作者:曾在复旦学习、任教9年;曾在中欧国际工商学院供职20年。微信个人公众号:无语2022,微信视频号:无语20220425。本文来自微信公众号:秦朔朋友圈 (ID:qspyq2015),作者:悟00000空","news_type":1},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622391400,"gmtCreate":1675174634101,"gmtModify":1675174635596,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>我总感觉苹果这个季度可能不太好,因为我发现苹果14卖不动,CEO也愿意接受降薪,intel销量下滑那么多,苹果下滑的幅度可能也不小。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>我总感觉苹果这个季度可能不太好,因为我发现苹果14卖不动,CEO也愿意接受降薪,intel销量下滑那么多,苹果下滑的幅度可能也不小。","text":"$苹果(AAPL)$ 我总感觉苹果这个季度可能不太好,因为我发现苹果14卖不动,CEO也愿意接受降薪,intel销量下滑那么多,苹果下滑的幅度可能也不小。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/622391400","isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622083880,"gmtCreate":1675044917840,"gmtModify":1675045951050,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2303(NQmain)$ </a><v-v data-views=\"1\"></v-v>","text":"$NQ100指数主连 2303(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626131963","isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668472622,"gmtCreate":1665134536566,"gmtModify":1665134538418,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a>瑞士信贷不可能破产,大家千万不要做空!","listText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a>瑞士信贷不可能破产,大家千万不要做空!","text":"$瑞士信贷(CS)$瑞士信贷不可能破产,大家千万不要做空!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668472622","isVote":1,"tweetType":1,"viewCount":14970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668442281,"gmtCreate":1665121370644,"gmtModify":1665121373085,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a>快点上涨吧","listText":"<a href=\"https://laohu8.com/S/CS\">$瑞士信贷(CS)$</a>快点上涨吧","text":"$瑞士信贷(CS)$快点上涨吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668442281","isVote":1,"tweetType":1,"viewCount":901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668575978,"gmtCreate":1665010277294,"gmtModify":1665010278193,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$</a>极其无奈","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$</a>极其无奈","text":"$NQ100指数主连 2212(NQmain)$极其无奈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668575978","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668201122,"gmtCreate":1664760063766,"gmtModify":1664760066732,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"所谓的市场预估就是一个伪命题,是谁预估的,股价一定要按预估的定价么?媒体就是啥都不懂,乱讲话。","listText":"所谓的市场预估就是一个伪命题,是谁预估的,股价一定要按预估的定价么?媒体就是啥都不懂,乱讲话。","text":"所谓的市场预估就是一个伪命题,是谁预估的,股价一定要按预估的定价么?媒体就是啥都不懂,乱讲话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668201122","repostId":"1150881228","repostType":2,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661340423,"gmtCreate":1663734620963,"gmtModify":1663734623963,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"要不你们就在周三大量买入看涨期权?","listText":"要不你们就在周三大量买入看涨期权?","text":"要不你们就在周三大量买入看涨期权?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661340423","repostId":"2269189612","repostType":2,"repost":{"id":"2269189612","kind":"news","pubTimestamp":1663726329,"share":"https://www.laohu8.com/m/news/2269189612?lang=&edition=full","pubTime":"2022-09-21 10:12","market":"sh","language":"zh","title":"美联储决议在即,华尔街交易员大举买入短期股票期权","url":"https://stock-news.laohu8.com/highlight/detail?id=2269189612","media":"智通财经","summary":"随着美联储大幅加息在即,周二美股低开低走并齐回两个月低位。截至收盘,标普500指数收跌1.13%,报3855.93点;道指收跌1.01%,报30706.23点;纳指收跌0.95%,报11425.05点","content":"<html><head></head><body><p>随着美联储大幅加息在即,周二美股低开低走并齐回两个月低位。截至收盘,标普500指数收跌1.13%,报3855.93点;道指收跌1.01%,报30706.23点;纳指收跌0.95%,报11425.05点。</p><p>近期美股市场每日的剧烈波动如此常见,以至于期权交易员正在以后疫情时代前所未有的速度大举进行短期押注。根据量化交易巨头Susquehanna International Group的数据,在过去一个月里,与追踪标普500指数的最大ETF(SPY.US)相关的、在一周内到期的衍生品合约日均交易量飙升至至少2020年初以来的最高水平。相比之下,长期合约的交易大多放缓或停滞。</p><p>很难说这些短期押注是方向性的赌注还是为了对冲。但对此时此刻的高度关注可能反映出,在市场走弱之际,投资者对交易较长期期权缺乏信心,再加上上周令人震惊的通胀数据等所有影响市场的事态发展,这是交易员缩短投资期限的好办法。</p><p>Susquehanna衍生品策略联席主管Chris Murphy表示:“市场显然加强了对CPI和FOMC等宏观事件的关注。”“宏观事件正在推动市场,叙事似乎正在发生变化。在这种环境下,使用短期期权来表达意见可能是有意义的。”</p><p><img src=\"https://static.tigerbbs.com/053d3cbd54171da7fe34df2b92c56c55\" tg-width=\"800\" tg-height=\"504\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>对股票投资者来说,短期期权的密集意味着现金市场更有可能受制于衍生品市场。举例来说,上周五美股“四巫日”3.2万亿美元的期权到期虽然是一种有争议的说法,但在一些圈子里被视为加剧股市抛盘的催化剂之一。</p><p>今年对看涨甚至是看跌的人来说都是危险的一年,动荡无处不在。尽管美联储预计将在周三再次加息75个基点,但收紧货币政策带来的任何损害尚未在企业总体业绩中体现出来。在相互矛盾的说法的打击下,股市走势使得市场时机选择几乎成为不可能。</p><p>然而,一个明显的常量是,市场倾向于围绕关键经济数据或政策事件发生剧烈波动。以美联储决议日为例,在美联储宣布利率决议当天,标普500指数今年平均上涨了1.9%,这大约是美联储过去三年所有公布利率决议的交易日的平均水平的两倍。</p><p>目前的市场暗示标普500指数指数周三将上涨2%左右,依据的是平价跨价策略,即买入相同执行价格和到期日的同等数量的看涨期权和看跌期权。</p><p>即使对专业预测者来说,预测2022年的市场也是徒劳的。在标普500指数遭遇50年来最糟糕的上半年后,许多策略师被迫下调了他们对该指数的年终目标,该指数此后基本陷于3,600 - 4,300点区间。</p><p>由于美联储货币政策及其对经济影响的不确定性依然存在,策略师对股市的看法出现了历史上罕见的分歧。尽管长期前景仍不明朗,但对经济数据或美联储讲话的痴迷已经压倒了公司基本面,而股市正是其中的一大交易。</p><p>Stifel股票衍生品策略师Brian Donlin表示,这种背景加上相对便宜的期权,助长了投资者对未来几天股票走势的疯狂押注。“相对于我们所看到的走势,期权溢价是便宜的,而且我们比以往任何时候都有清晰一致的宏观数据点作为催化剂。”</p></body></html>","source":"stock_zhitongcaijing","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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储决议在即,华尔街交易员大举买入短期股票期权\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 10:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/795004.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美联储大幅加息在即,周二美股低开低走并齐回两个月低位。截至收盘,标普500指数收跌1.13%,报3855.93点;道指收跌1.01%,报30706.23点;纳指收跌0.95%,报11425.05点。近期美股市场每日的剧烈波动如此常见,以至于期权交易员正在以后疫情时代前所未有的速度大举进行短期押注。根据量化交易巨头Susquehanna International Group的数据,在过去一个月...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/795004.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e90f0093c95026e18203fb8d91b976d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓",".DJI":"道琼斯","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","QQQ":"纳指100ETF","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/795004.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269189612","content_text":"随着美联储大幅加息在即,周二美股低开低走并齐回两个月低位。截至收盘,标普500指数收跌1.13%,报3855.93点;道指收跌1.01%,报30706.23点;纳指收跌0.95%,报11425.05点。近期美股市场每日的剧烈波动如此常见,以至于期权交易员正在以后疫情时代前所未有的速度大举进行短期押注。根据量化交易巨头Susquehanna International Group的数据,在过去一个月里,与追踪标普500指数的最大ETF(SPY.US)相关的、在一周内到期的衍生品合约日均交易量飙升至至少2020年初以来的最高水平。相比之下,长期合约的交易大多放缓或停滞。很难说这些短期押注是方向性的赌注还是为了对冲。但对此时此刻的高度关注可能反映出,在市场走弱之际,投资者对交易较长期期权缺乏信心,再加上上周令人震惊的通胀数据等所有影响市场的事态发展,这是交易员缩短投资期限的好办法。Susquehanna衍生品策略联席主管Chris Murphy表示:“市场显然加强了对CPI和FOMC等宏观事件的关注。”“宏观事件正在推动市场,叙事似乎正在发生变化。在这种环境下,使用短期期权来表达意见可能是有意义的。”对股票投资者来说,短期期权的密集意味着现金市场更有可能受制于衍生品市场。举例来说,上周五美股“四巫日”3.2万亿美元的期权到期虽然是一种有争议的说法,但在一些圈子里被视为加剧股市抛盘的催化剂之一。今年对看涨甚至是看跌的人来说都是危险的一年,动荡无处不在。尽管美联储预计将在周三再次加息75个基点,但收紧货币政策带来的任何损害尚未在企业总体业绩中体现出来。在相互矛盾的说法的打击下,股市走势使得市场时机选择几乎成为不可能。然而,一个明显的常量是,市场倾向于围绕关键经济数据或政策事件发生剧烈波动。以美联储决议日为例,在美联储宣布利率决议当天,标普500指数今年平均上涨了1.9%,这大约是美联储过去三年所有公布利率决议的交易日的平均水平的两倍。目前的市场暗示标普500指数指数周三将上涨2%左右,依据的是平价跨价策略,即买入相同执行价格和到期日的同等数量的看涨期权和看跌期权。即使对专业预测者来说,预测2022年的市场也是徒劳的。在标普500指数遭遇50年来最糟糕的上半年后,许多策略师被迫下调了他们对该指数的年终目标,该指数此后基本陷于3,600 - 4,300点区间。由于美联储货币政策及其对经济影响的不确定性依然存在,策略师对股市的看法出现了历史上罕见的分歧。尽管长期前景仍不明朗,但对经济数据或美联储讲话的痴迷已经压倒了公司基本面,而股市正是其中的一大交易。Stifel股票衍生品策略师Brian Donlin表示,这种背景加上相对便宜的期权,助长了投资者对未来几天股票走势的疯狂押注。“相对于我们所看到的走势,期权溢价是便宜的,而且我们比以往任何时候都有清晰一致的宏观数据点作为催化剂。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":953322201,"gmtCreate":1590140086103,"gmtModify":1704191967297,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>市净率市盈率这么高,就算不做假也是超高估值了。再说这些研究机构都是傻子么,还好几家专业机构。","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>市净率市盈率这么高,就算不做假也是超高估值了。再说这些研究机构都是傻子么,还好几家专业机构。","text":"$跟谁学(GSX)$市净率市盈率这么高,就算不做假也是超高估值了。再说这些研究机构都是傻子么,还好几家专业机构。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/953322201","isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541892099255225","authorId":"3541892099255225","name":"frido","avatar":"https://static.tigerbbs.com/a8b8785b8d4d68cd1fc155f37ae17b00","crmLevel":1,"crmLevelSwitch":0,"idStr":"3541892099255225","authorIdStr":"3541892099255225"},"content":"按peg估值=市盈率/年增长率*100,大于1高估,小于1低估,你算算","text":"按peg估值=市盈率/年增长率*100,大于1高估,小于1低估,你算算","html":"按peg估值=市盈率/年增长率*100,大于1高估,小于1低估,你算算"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309034750480576,"gmtCreate":1716475682798,"gmtModify":1716475893073,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a 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太夸张了,172.88一路跌到现在161.66,这么大的幅度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/309034750480576","isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"160579370449962","authorId":"160579370449962","name":"闲人一个","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"160579370449962","authorIdStr":"160579370449962"},"content":"盘子小了,就想赚点小钱的投机人太多,波动太大。持有这货的期权真受罪","text":"盘子小了,就想赚点小钱的投机人太多,波动太大。持有这货的期权真受罪","html":"盘子小了,就想赚点小钱的投机人太多,波动太大。持有这货的期权真受罪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195393970,"gmtCreate":1621255737490,"gmtModify":1621255737490,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>我实在是没法理解价格下挫,业绩推算全年应该有30亿美元净利润,而市值却不到17市盈率,市场还一边倒抛售。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>我实在是没法理解价格下挫,业绩推算全年应该有30亿美元净利润,而市值却不到17市盈率,市场还一边倒抛售。","text":"$Coinbase Global, Inc.(COIN)$我实在是没法理解价格下挫,业绩推算全年应该有30亿美元净利润,而市值却不到17市盈率,市场还一边倒抛售。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195393970","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191486517,"gmtCreate":1620898844039,"gmtModify":1620898844039,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a 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撑到最后,拉到最后,会很惨的,都明牌了。最后做多的会很惨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/953105340","isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520854657621494","authorId":"3520854657621494","name":"我很有钱","avatar":"https://static.tigerbbs.com/2d9822e98615501c099cd34e49b8a0ad","crmLevel":2,"crmLevelSwitch":0,"idStr":"3520854657621494","authorIdStr":"3520854657621494"},"content":"执迷不悟的人,应该有教训","text":"执迷不悟的人,应该有教训","html":"执迷不悟的人,应该有教训"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660165202,"gmtCreate":1661492540707,"gmtModify":1661492783885,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"小米像个傻子一样,北汽能给你好的东东么?","listText":"小米像个傻子一样,北汽能给你好的东东么?","text":"小米像个傻子一样,北汽能给你好的东东么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/660165202","repostId":"1124767803","repostType":2,"repost":{"id":"1124767803","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":1661491049,"share":"https://www.laohu8.com/m/news/1124767803?lang=&edition=full","pubTime":"2022-08-26 13:17","market":"hk","language":"zh","title":"传小米与北汽集团商谈制造电动汽车事宜,北汽集团回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1124767803","media":"老虎资讯综合","summary":"这两家巨头正在探索不同的方案。","content":"<html><head></head><body><p>今日,有消息人士称小米正在与北汽集团商谈制造电动汽车事宜。对此,<b>北汽集团方面回复记者称:“没有听说过此事”。</b></p><p>截至发稿,<a href=\"https://laohu8.com/S/01958\">北京汽车</a>涨17%。同时,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超2%。</p><p><img src=\"https://static.tigerbbs.com/d6868c27495463855cb5e3fdb5ae49a2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/d4b72a1f036d57c975915e51a2275f79\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>此前消息表示,这两家巨头正在探索不同的方案,其中一种为由小米购买北京现代第二工厂的股份,该工厂拥有在中国生产汽车所需的全部许可。由于小米在获得独立的汽车生产许可证方面遭到延误,因此小米正着眼于在生产上寻求企业合作。与北汽的这项合作可能会由<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>作为汽车制造商,并与小米公司推出联名品牌。</p><p>知情人士称,目前的商洽还停留在初步阶段,不能保证会达成协议。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传小米与北汽集团商谈制造电动汽车事宜,北汽集团回应</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传小米与北汽集团商谈制造电动汽车事宜,北汽集团回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-26 13:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>今日,有消息人士称小米正在与北汽集团商谈制造电动汽车事宜。对此,<b>北汽集团方面回复记者称:“没有听说过此事”。</b></p><p>截至发稿,<a href=\"https://laohu8.com/S/01958\">北京汽车</a>涨17%。同时,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超2%。</p><p><img src=\"https://static.tigerbbs.com/d6868c27495463855cb5e3fdb5ae49a2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/d4b72a1f036d57c975915e51a2275f79\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>此前消息表示,这两家巨头正在探索不同的方案,其中一种为由小米购买北京现代第二工厂的股份,该工厂拥有在中国生产汽车所需的全部许可。由于小米在获得独立的汽车生产许可证方面遭到延误,因此小米正着眼于在生产上寻求企业合作。与北汽的这项合作可能会由<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>作为汽车制造商,并与小米公司推出联名品牌。</p><p>知情人士称,目前的商洽还停留在初步阶段,不能保证会达成协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124767803","content_text":"今日,有消息人士称小米正在与北汽集团商谈制造电动汽车事宜。对此,北汽集团方面回复记者称:“没有听说过此事”。截至发稿,北京汽车涨17%。同时,小米集团-W涨超2%。此前消息表示,这两家巨头正在探索不同的方案,其中一种为由小米购买北京现代第二工厂的股份,该工厂拥有在中国生产汽车所需的全部许可。由于小米在获得独立的汽车生产许可证方面遭到延误,因此小米正着眼于在生产上寻求企业合作。与北汽的这项合作可能会由北汽蓝谷作为汽车制造商,并与小米公司推出联名品牌。知情人士称,目前的商洽还停留在初步阶段,不能保证会达成协议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688726591,"gmtCreate":1657861465615,"gmtModify":1704868511534,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"先拿250亿出来再考虑吧,估计小米没那么多少烧。","listText":"先拿250亿出来再考虑吧,估计小米没那么多少烧。","text":"先拿250亿出来再考虑吧,估计小米没那么多少烧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/688726591","repostId":"1191023825","repostType":2,"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892321903,"gmtCreate":1628640109602,"gmtModify":1628640109602,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>为什么市场没有反应?这么好的财报股价没反应!","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>为什么市场没有反应?这么好的财报股价没反应!","text":"$Coinbase Global, Inc.(COIN)$为什么市场没有反应?这么好的财报股价没反应!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892321903","isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896654326,"gmtCreate":1628580848965,"gmtModify":1628580848965,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADGI\">$Adagio Therapeutics(ADGI)$</a>我买了","listText":"<a href=\"https://laohu8.com/S/ADGI\">$Adagio Therapeutics(ADGI)$</a>我买了","text":"$Adagio Therapeutics(ADGI)$我买了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896654326","isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198883171,"gmtCreate":1620950935693,"gmtModify":1620950935693,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"长期我持有,长期我加仓","listText":"长期我持有,长期我加仓","text":"长期我持有,长期我加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198883171","repostId":"1128097368","repostType":2,"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391417285,"gmtCreate":1606747524247,"gmtModify":1703844165376,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"没定下总统呢,国会没宣布,不算数。","listText":"没定下总统呢,国会没宣布,不算数。","text":"没定下总统呢,国会没宣布,不算数。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391417285","repostId":"1195090347","repostType":4,"repost":{"id":"1195090347","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":1606747327,"share":"https://www.laohu8.com/m/news/1195090347?lang=&edition=full","pubTime":"2020-11-30 22:42","market":"hk","language":"zh","title":"拜登正式提名美联储前主席耶伦为财政部长","url":"https://stock-news.laohu8.com/highlight/detail?id=1195090347","media":"老虎资讯综合","summary":"11月30日讯,美国当选总统拜登正式提名前美联储主席耶伦为美国财长;提名TANDEN为预算主任,ROUSE为经济顾问委员会主席;提名ADEYEMO担任副财政部长,BERNSTEIN和BOUSHEY担任","content":"<p>11月30日讯,美国当选总统拜登正式提名前美联储主席耶伦为美国财长;提名TANDEN为预算主任,ROUSE为经济顾问委员会主席;提名ADEYEMO担任副财政部长,BERNSTEIN和BOUSHEY担任经济顾问委员会成员。</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>拜登正式提名美联储前主席耶伦为财政部长</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拜登正式提名美联储前主席耶伦为财政部长\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\">2020-11-30 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月30日讯,美国当选总统拜登正式提名前美联储主席耶伦为美国财长;提名TANDEN为预算主任,ROUSE为经济顾问委员会主席;提名ADEYEMO担任副财政部长,BERNSTEIN和BOUSHEY担任经济顾问委员会成员。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3a06d391f5f12d2b670f532352f004ff","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195090347","content_text":"11月30日讯,美国当选总统拜登正式提名前美联储主席耶伦为美国财长;提名TANDEN为预算主任,ROUSE为经济顾问委员会主席;提名ADEYEMO担任副财政部长,BERNSTEIN和BOUSHEY担任经济顾问委员会成员。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307444525,"gmtCreate":1605626493767,"gmtModify":1703838687199,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"估计是假新闻,蛋壳的业务员都跑了,退租还要去总部","listText":"估计是假新闻,蛋壳的业务员都跑了,退租还要去总部","text":"估计是假新闻,蛋壳的业务员都跑了,退租还要去总部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307444525","repostId":"1132467408","repostType":4,"repost":{"id":"1132467408","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":1605626260,"share":"https://www.laohu8.com/m/news/1132467408?lang=&edition=full","pubTime":"2020-11-17 23:17","market":"us","language":"zh","title":"蛋壳公寓盘中涨幅扩大到70%!市场传闻:将被我爱我家接盘","url":"https://stock-news.laohu8.com/highlight/detail?id=1132467408","media":"老虎资讯综合","summary":"11月17日,蛋壳公寓盘中涨幅迅速扩大至70%。市场传闻:将被我爱我家接盘。多家媒体在网路上披露了关于O2O租房品牌蛋壳公寓,或将宣告破产的消息。据悉,目前杭州的蛋壳公寓已经出现租户被断网、断电、断水","content":"<p>11月17日,<a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>盘中涨幅迅速扩大至70%。市场传闻:将被<a href=\"https://laohu8.com/S/000560\">我爱我家</a>接盘。</p><p><img src=\"https://static.tigerbbs.com/8f2b643c46bba94bd82c5aa544e83ed9\" tg-width=\"840\" tg-height=\"470\"></p><p>多家媒体在网路上披露了关于O2O租房品牌蛋壳公寓,或将宣告破产的消息。据悉,目前杭州的蛋壳公寓已经出现租户被断网、断电、断水等情况。</p><p>另外,深圳蛋壳公寓已经有房东开始驱赶租客,武汉蛋壳公寓已经有房东开始直接联系租客缴纳房租。</p><p>对此,蛋壳公寓公关部对外回应称,公司目前正遇到资金困难等情况,但一切都在积极处理中,对于租客和房东等系列问题,也在积极应对,公司承诺绝不跑路,请大家放心。</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\" 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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\">2020-11-17 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月17日,<a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>盘中涨幅迅速扩大至70%。市场传闻:将被<a href=\"https://laohu8.com/S/000560\">我爱我家</a>接盘。</p><p><img src=\"https://static.tigerbbs.com/8f2b643c46bba94bd82c5aa544e83ed9\" tg-width=\"840\" tg-height=\"470\"></p><p>多家媒体在网路上披露了关于O2O租房品牌蛋壳公寓,或将宣告破产的消息。据悉,目前杭州的蛋壳公寓已经出现租户被断网、断电、断水等情况。</p><p>另外,深圳蛋壳公寓已经有房东开始驱赶租客,武汉蛋壳公寓已经有房东开始直接联系租客缴纳房租。</p><p>对此,蛋壳公寓公关部对外回应称,公司目前正遇到资金困难等情况,但一切都在积极处理中,对于租客和房东等系列问题,也在积极应对,公司承诺绝不跑路,请大家放心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a972ba9de48d740557409d7e01843fe","relate_stocks":{"DNK":"蛋壳公寓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132467408","content_text":"11月17日,蛋壳公寓盘中涨幅迅速扩大至70%。市场传闻:将被我爱我家接盘。多家媒体在网路上披露了关于O2O租房品牌蛋壳公寓,或将宣告破产的消息。据悉,目前杭州的蛋壳公寓已经出现租户被断网、断电、断水等情况。另外,深圳蛋壳公寓已经有房东开始驱赶租客,武汉蛋壳公寓已经有房东开始直接联系租客缴纳房租。对此,蛋壳公寓公关部对外回应称,公司目前正遇到资金困难等情况,但一切都在积极处理中,对于租客和房东等系列问题,也在积极应对,公司承诺绝不跑路,请大家放心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320484279832824,"gmtCreate":1719275885785,"gmtModify":1719301090576,"author":{"id":"3475274368891880","authorId":"3475274368891880","name":"小常同学","avatar":"https://static.tigerbbs.com/0d744add4c2949bd5d32dee1d70a256e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475274368891880","authorIdStr":"3475274368891880"},"themes":[],"htmlText":"<a 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