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国国0610
2021-10-30
这篇文章不错，转发给大家看看
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国国0610
2021-02-15
$SP500指数2103(ES2103)$
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国国0610
2021-02-03
$SP500指数2103(ES2103)$
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国国0610
2021-01-18
这篇文章不错，转发给大家看看
@坡上之云阿龙:盛夏的果实，致所有长期价值投资者
国国0610
2020-12-24
全部充公
蚂蚁二次约谈消息稿释放三个强烈信号
国国0610
2020-02-24
[微笑]
外媒头条：牛市还是熊市？美银给出19个关键指标
国国0610
2019-11-20
$携程网(TCOM)$
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2019-11-20
$Direxion Daily Natural Gas Related Bull 3X Shares(GASL)$
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2019-11-19
$Direxion Daily Natural Gas Related Bull 3X Shares(GASL)$
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国国0610
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2019-11-18
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</a>你好","listText":"<a href=\"https://laohu8.com/FUT/ES2103\">$SP500指数2103(ES2103)$ </a>你好","text":"$SP500指数2103(ES2103)$ 你好","images":[{"img":"https://static.tigerbbs.com/392dbef673193e6a9768b49186034a77","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314893142","isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":334452067,"gmtCreate":1610953882359,"gmtModify":1703747274554,"author":{"id":"3476329247392583","authorId":"3476329247392583","name":"国国0610","avatar":"https://static.tigerbbs.com/fadf06f18714023f33d462d6abead556","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476329247392583","authorIdStr":"3476329247392583"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334452067","repostId":"334439580","repostType":1,"repost":{"id":334439580,"gmtCreate":1610938989540,"gmtModify":1703747191848,"author":{"id":"84591292386623","authorId":"84591292386623","name":"坡上之云阿龙","avatar":"https://static.tigerbbs.com/23192029e6cace475a85ecd015bbf903","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"84591292386623","authorIdStr":"84591292386623"},"themes":[],"title":"盛夏的果实，致所有长期价值投资者","htmlText":"你说，秋天还没来，夏天怎会有果实？盛夏的果实，字面看起来很繁盛，其实呢，是没有美好结果的意思。怪不得，有人会说：别用沉默再去掩饰什么，当结果是那么赤裸裸。结果就是，还没等到成熟，果子它就落下了，一段感情，没等到承诺的一辈子，就及早结束了。那些扬言要陪你走完一生的人，总是走到半途就不见了。大概人们就是这样，毫无征兆的说爱你，然后又悄无声息地离开。结果，多像这盛夏的果实，苦极了。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","listText":"你说，秋天还没来，夏天怎会有果实？盛夏的果实，字面看起来很繁盛，其实呢，是没有美好结果的意思。怪不得，有人会说：别用沉默再去掩饰什么，当结果是那么赤裸裸。结果就是，还没等到成熟，果子它就落下了，一段感情，没等到承诺的一辈子，就及早结束了。那些扬言要陪你走完一生的人，总是走到半途就不见了。大概人们就是这样，毫无征兆的说爱你，然后又悄无声息地离开。结果，多像这盛夏的果实，苦极了。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a><a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>","text":"你说，秋天还没来，夏天怎会有果实？盛夏的果实，字面看起来很繁盛，其实呢，是没有美好结果的意思。怪不得，有人会说：别用沉默再去掩饰什么，当结果是那么赤裸裸。结果就是，还没等到成熟，果子它就落下了，一段感情，没等到承诺的一辈子，就及早结束了。那些扬言要陪你走完一生的人，总是走到半途就不见了。大概人们就是这样，毫无征兆的说爱你，然后又悄无声息地离开。结果，多像这盛夏的果实，苦极了。$台积电(TSM)$$阿里巴巴(BABA)$$爱彼迎(ABNB)$$亚马逊(AMZN)$$拼多多(PDD)$","images":[{"img":"https://static.tigerbbs.com/ed118eb90dc736fe6094f3d0c849ecdd","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334439580","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339807370,"gmtCreate":1608812086990,"gmtModify":1703736895968,"author":{"id":"3476329247392583","authorId":"3476329247392583","name":"国国0610","avatar":"https://static.tigerbbs.com/fadf06f18714023f33d462d6abead556","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476329247392583","authorIdStr":"3476329247392583"},"themes":[],"htmlText":"全部充公","listText":"全部充公","text":"全部充公","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339807370","repostId":"1173915445","repostType":2,"repost":{"id":"1173915445","pubTimestamp":1608776398,"share":"https://www.laohu8.com/m/news/1173915445?lang=&edition=full","pubTime":"2020-12-24 10:19","market":"us","language":"zh","title":"蚂蚁二次约谈消息稿释放三个强烈信号","url":"https://stock-news.laohu8.com/highlight/detail?id=1173915445","media":" 澎湃新闻","summary":"新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】","content":"<div>\n<p>新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】中国人民银行、中国银保监会、中国证监会、国家外汇管理局将于近日约谈蚂蚁集团，督促指导蚂蚁集团按照市场化、法治化原则，落实金融监管、公平竞争和保护消费者合法权益等要求，规范金融业务经营与发展。标题16个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3614682\">Web Link</a>\n\n</div>\n","source":"pengpai_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>蚂蚁二次约谈消息稿释放三个强烈信号</title>\n<style 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}\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蚂蚁二次约谈消息稿释放三个强烈信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-24 10:19 北京时间 <a href=https://wallstreetcn.com/articles/3614682><strong> 澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】中国人民银行、中国银保监会、中国证监会、国家外汇管理局将于近日约谈蚂蚁集团，督促指导蚂蚁集团按照市场化、法治化原则，落实金融监管、公平竞争和保护消费者合法权益等要求，规范金融业务经营与发展。标题16个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3614682\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3614682","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173915445","content_text":"新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】中国人民银行、中国银保监会、中国证监会、国家外汇管理局将于近日约谈蚂蚁集团，督促指导蚂蚁集团按照市场化、法治化原则，落实金融监管、公平竞争和保护消费者合法权益等要求，规范金融业务经营与发展。标题16个字，正文部分连标点符号在内95个字！信息量却相当充沛。对比图先来一张：52天前，蚂蚁集团首次被约谈的消息发布，标题15个字、正文74个字，同样是极简的篇幅、字字千钧。两相比照，会发现这可远远不止是标准版与Pro版的区别，看似熟悉的配方、熟悉的味道，实则在变化中释放出三个强烈的信号：第一，明确监管者的定位。从首次的“四部门”，到这次的“金融管理部门”，虽然正文出现的四个部门没有变，但是惜字如金、层层把关的新华社通稿，标题绝不是随随便便变化的。如果说首次约谈还只是声明了四部门的协同，这次则是精准清晰地定位在了“金融管理”这一职能，明确了约谈者的“主体责任”和约谈的议题，呼应了刚刚闭幕的中央经济工作会议提出的具体要求。第二，流程的调整更尊重市场感受。首次约谈，很显然，是谈完了才对外发布，消息一出，可谓石破天惊，一时间也引发了广泛的关注。这次则是有条不紊、非常从容，让各方面能更容易明白这只不过是政府部门履行职责，不需要大惊小怪，更不需要杞人忧天地胡乱关联。这也正是中央经济工作会议消息稿里明确指出的：“要加强规制，提升监管能力”，不仅要监管，还要提升“管”的技术和艺术，放大“管”的效果、减小不必要的震动。第三，监管内容更公开透明。首次约谈，只说“约”了蚂蚁的相关负责人，没提“谈”的是什么。这次约谈，则指向了更具体的执行层面，至少包括了三层意思：一是明确了希望蚂蚁集团在后续发展中能够遵循的原则——“市场化、法治化”，前者是说明将继续发挥好市场在资源配置中的作用、鼓励平台经济创新发展，后者则是强调要人人平等、互联网经济巨头也不应该得到特殊对待。二是明确了金融监管的目的是要能实现金融“公平竞争”、“保护消费者合法权益等”。互联网平台经济近年来飞速发展，不知不觉中已经改变了人们的消费习惯（甚至是思维习惯），也使得市场的定价权在无形中越来越向少数巨头企业集中，已经出现无序扩张、侵蚀金融稳定、影响消费者权益保护的风险苗头在上升。这时候，如果政府不出手，指望以“逐利”为本质属性的资本会突然开始自省甚至改革？答案不言而喻。“无形的手”打底，“有形的手”调节，这才能保证发展的红利惠及更多人。三是明确了监管的意义在于“规范金融业务经营与发展”，“管”是肯定要“管”的，但管是为了让市场的竞争比赛更加好看，让场上的选手、场下的观众都能在统一标准的规则下一同欣赏金融创新的协奏曲，在不断完善的治理中促进健康、可持续的发展。毕竟，大家好，才是真的好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980295387,"gmtCreate":1582505700649,"gmtModify":1704346581268,"author":{"id":"3476329247392583","authorId":"3476329247392583","name":"国国0610","avatar":"https://static.tigerbbs.com/fadf06f18714023f33d462d6abead556","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3476329247392583","authorIdStr":"3476329247392583"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980295387","repostId":"2013005499","repostType":4,"repost":{"id":"2013005499","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":1582493580,"share":"https://www.laohu8.com/m/news/2013005499?lang=&edition=full","pubTime":"2020-02-24 05:33","market":"us","language":"zh","title":"外媒头条：牛市还是熊市？美银给出19个关键指标","url":"https://stock-news.laohu8.com/highlight/detail?id=2013005499","media":"老虎资讯综合","summary":"全球财经媒体周末共同关注的头条新闻主要有：1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）2、如何判断牛市还是熊市？美银给出19个关键“信号”指标3、“特斯拉杀手”并没有杀死特斯拉4、Hulu","content":"<p><b>全球财经媒体周末共同关注的头条新闻主要有：</b></p><blockquote><p><b>1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></p><p><b>2、如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><b>3、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”并没有杀死特斯拉</b></p><p><b>4、Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><b>5、G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><b>6、“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p></blockquote><p><a href=\"https://laohu8.com/NW/1197615471\" target=\"_blank\"><b>重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></a></p><p><img src=\"https://static.tigerbbs.com/13f8bde8a71131d1378bb74860d9eb83\" /></p><p>北京时间22日晚，股神巴菲特在<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司官网公布每年一度的致股东公开信。巴菲特这封2020年致股东公开信，主要讨论的是伯克希尔2019年的得失。信件受众远超伯克希尔的投资人群体，世界各地的投资人都希望从中了解这位传奇投资者的最新投资研判，帮助自己预测未来的经济和市场。对价值投资者来说，巴菲特每年的股东信是“圣经”般的学习资料。<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经将这封14页信件的全文翻译附后。</p><p>依照惯例，信件开始是伯克希尔的业绩与美股风向标：标普500指数表现的对比，2019年伯克希尔每股市值的增幅是11.0%，而标普500指数的增幅高达31.5%，伯克希尔跑输了20.5个百分点。但长期来看，1965-2019年，伯克希尔每股市值的复合年增长率为20.3%，明显超过标普500指数的10.0%，而1964-2019年伯克希尔的市值增长率是令人吃惊的2744062%，也就是27440倍多，而标普500指数为19784%，即接近200倍。</p><p><b>如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><img src=\"https://static.tigerbbs.com/3710d88ef2922a030366ef7827ad32d2\" /></p><p>试图把握市场时机可能是危险的，但当专业人士试图判断股票未来的风险时，他们会寻找某些指标信号，这可能有助于普通投资者预测市场。<span><a href=\"https://laohu8.com/S/BAC\">美国银行</a></span>证券（Bank of America Securities）为客户编制了一份<b>“熊市信号”指标</b>名单，帮助客户预测股市何时可能接近熊市。这19个信号的范围从基础到情感相关的指标，并且已经传承了50多年。</p><p><b>目前有63%的熊市信号已经被触发，高于1月份的47%。</b>自1968年以来，当80%的指标被触发时，熊市就会出现，这往往意味着股市会从最近的高点下跌20%。</p><p>美国银行股票及量化策略师萨维塔-萨伯拉曼尼亚（Savita Subramanian）最近在一份客户报告中表示：“从股价走势看，好消息似乎多于坏消息。”</p><p>2018年10月，几乎触发了79%“路标”名单。受此影响，标准普尔500指数盘中一度跌至熊市区域，并遭遇自大萧条以来最糟糕的12月。美联储2018年的加息节奏，是熊市信号清单上的一个触发点，因为在熊市之前，美联储总是会从周期低谷上调至少75个基点的利率。</p><p><b>以下是美国银行发布的19条“熊市信号”指标名单：</b></p><blockquote><p>1．美联储提高利率；</p><p>2．收紧信贷条件；</p><p>3．过去12个月牛市的最低回报率为11%；</p><p>4．过去24个月牛市的最低回报率为30%；</p><p>5．低质素股票表现优于高质素股票（超过六个月）；</p><p>6．动量股表现优异（超过6至12个月）；</p><p>7．成长型股票表现优异（超过6至12个月）；</p><p>8．去年股市下跌了5%；</p><p>9．市盈率较低的股票表现不佳；</p><p>10．世界大型企业联合会的消费者信心指数在24个月内还没有达到100；</p><p>11．世界大型企业联合会预期股票比例走高；</p><p>12．收益差没有回报；</p><p>13．卖方指标，衡量卖方股票乐观程度的反向指标；</p><p>14．美国银行基金经理调查显示，现金水平较高；</p><p>15．国债收益率曲线“倒挂”；</p><p>16．长期增长预期的变化；</p><p>17．根据20法则，往期股市市盈率与CPI通胀之和大于20；</p><p>18．波动率指数在过去3个月内的某个时间点突破了20；</p><p>19．收益估计修正规则。</p></blockquote><p><b>“特斯拉杀手”并没有杀死特斯拉</b></p><p><img src=\"https://static.tigerbbs.com/1e8bd16d5cee1c1f44aa327c632de041\" /></p><p>几家大型汽车制造商的高管已经表示，电动汽车是未来的发展方向，其中一些正在电池驱动汽车上押下重注。市场上也不断涌现出各路号称“特斯拉杀手”汽车制造商。<b>但至少在美国，市场几乎完全属于</b><b><span>特斯拉</span></b><b>。</b></p><p>这家加州汽车制造商的Model 3中型轿车在2019年的销量远远超过了其他任何竞争对手。销量排名第二的车型是雪佛兰Bolt，仅售出1.6万辆。</p><p>特斯拉汽车和特斯拉股票的成功让汽车行业的许多人感到困惑，他们指出特斯拉的规模很小；不稳定的金融历史；与生产延误的反复斗争；以及客户对长时间等待订单和难以获得零件和服务的抱怨。</p><p>与此同时，老牌汽车制造商的品牌几乎在每一个价位、每一个细分市场上都有表现，它们一直都很有前途，也在慢慢地释放自己对一款可行的电动汽车的刺激。</p><p><b>但迄今为止，还没有一家被证明是真正的“特斯拉杀手”。</b>似乎真正对电池电动车感兴趣的买家相对较少，行业观察人士认为，许多特斯拉的早期用户是出于对特斯拉品牌的兴趣或对前沿技术的兴趣，而不是出于对拥有一辆电动车的兴趣。</p><p><b>Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><img src=\"https://static.tigerbbs.com/0028cdae157b8ccd31fc837f867ff413\" /></p><p>美国政府在提高有偿政治演讲透明度方面几乎毫无进展。选民可能被总统候选人和游说团体欺骗的风险仍然很高，特别是在存在重大监管漏洞的网络上。</p><p>竞选资金专家说，他们尤其担心视频流媒体服务，因为现在越来越多的美国人正在把看电视的习惯从有线电视转向网络。政客们一直在网上跟踪民众，过去一年里，他们的广告出现在热门平台上，比如流媒体机顶盒和软件服务提供商Roku，以及受广告支持的视频流媒体网站Tubi。</p><p>美国广播公司（ABC）、<span>CBS</span>>哥伦比亚广播公司（CBS）、福克斯（Fox）和美国全国广播公司（NBC）等传统<a href=\"https://laohu8.com/S/00511\">电视广播</a>公司几十年来一直被要求保留有限的政治广告公开档案，这与联邦政府针对视频服务提供商提高此类广告透明度缺乏规定形成了鲜明对比。</p><p>对于道德监督机构来说，网络广告缺乏透明度，反映出选举年面临的更大挑战：竞选团队正花费比以往任何时候都要多的钱，试图接触选民并影响他们的决定，他们拥有强大的数字工具，然而联邦法规却没有跟上步伐。</p><p><b>G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><img src=\"https://static.tigerbbs.com/f78c3f2484cc8069b67805be0ca121c7\" /></p><p>日本财务大臣麻生太郎（Taro Aso）周日对美国的一项税收改革提议提出了批评。他说，该提议可能会破坏全球就大型科技公司新税法达成一致的努力。</p><p>经济合作与发展组织（OECD）正在制定规则，要求数字公司在开展业务的地方缴税，而不是在子公司注册的地方。这一举措周日得到了20国集团（G20）主要经济体财政领导人的广泛支持。</p><p><b>然而，去年末，经合组织的努力因美国政府要求在最后一刻的改变而陷入停滞，其中包括一项拟议中的“安全港”制度。</b>批评人士表示，该制度将让跨国公司选择是遵守新规则，还是坚持现有的监管规定。</p><p>麻生太郎在参加完G20峰会后对记者说：“我告诉我的同僚们，日本非常关注‘安全港’的提议。”</p><p>“这将极大地削弱我们正在努力做的事情的监管效果。这是许多国家表达的观点。”</p><p>法国和其他国家也对美国的提议提出了批评。</p><p><b>“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p><p><img src=\"https://static.tigerbbs.com/3bb2fc4d6a0d46cf26a6608f74a84b56\" /></p><p>据媒体报道，戴森与AO Air等公司正在竞相打造下一代<b>可穿戴式空气净化器</b>，也就是“智能口罩”，以阻挡细菌和污浊的空气。</p><p>本月早些时候，戴森公司为一款可穿戴式空气净化器申请了专利，该净化器也可以用作耳机。</p><p><img src=\"https://static.tigerbbs.com/a80bd0244d1887d97e8ab46a59156c16\" /></p><p>据AUT BioDesign Lab，Ao Air公司的<b>Atmos Faceware</b>的过滤效果是目前市场上传统口罩的50倍。</p><p>Ao Air公司称，Atmos Faceware与传统的口罩不同，因为它不需要密封也能发挥作用。这种零售价预计在350美元到400美元之间新型口罩被认为是一种昂贵的选择。</p><p>近日，市场上防护装备的销售出现了爆炸性增长。AO Air和戴森似乎在推动将技术融入口罩制造。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：牛市还是熊市？美银给出19个关键指标</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; 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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外媒头条：牛市还是熊市？美银给出19个关键指标\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\">2020-02-24 05:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>全球财经媒体周末共同关注的头条新闻主要有：</b></p><blockquote><p><b>1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></p><p><b>2、如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><b>3、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”并没有杀死特斯拉</b></p><p><b>4、Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><b>5、G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><b>6、“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p></blockquote><p><a href=\"https://laohu8.com/NW/1197615471\" target=\"_blank\"><b>重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></a></p><p><img src=\"https://static.tigerbbs.com/13f8bde8a71131d1378bb74860d9eb83\" /></p><p>北京时间22日晚，股神巴菲特在<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司官网公布每年一度的致股东公开信。巴菲特这封2020年致股东公开信，主要讨论的是伯克希尔2019年的得失。信件受众远超伯克希尔的投资人群体，世界各地的投资人都希望从中了解这位传奇投资者的最新投资研判，帮助自己预测未来的经济和市场。对价值投资者来说，巴菲特每年的股东信是“圣经”般的学习资料。<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经将这封14页信件的全文翻译附后。</p><p>依照惯例，信件开始是伯克希尔的业绩与美股风向标：标普500指数表现的对比，2019年伯克希尔每股市值的增幅是11.0%，而标普500指数的增幅高达31.5%，伯克希尔跑输了20.5个百分点。但长期来看，1965-2019年，伯克希尔每股市值的复合年增长率为20.3%，明显超过标普500指数的10.0%，而1964-2019年伯克希尔的市值增长率是令人吃惊的2744062%，也就是27440倍多，而标普500指数为19784%，即接近200倍。</p><p><b>如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><img src=\"https://static.tigerbbs.com/3710d88ef2922a030366ef7827ad32d2\" /></p><p>试图把握市场时机可能是危险的，但当专业人士试图判断股票未来的风险时，他们会寻找某些指标信号，这可能有助于普通投资者预测市场。<span><a href=\"https://laohu8.com/S/BAC\">美国银行</a></span>证券（Bank of America Securities）为客户编制了一份<b>“熊市信号”指标</b>名单，帮助客户预测股市何时可能接近熊市。这19个信号的范围从基础到情感相关的指标，并且已经传承了50多年。</p><p><b>目前有63%的熊市信号已经被触发，高于1月份的47%。</b>自1968年以来，当80%的指标被触发时，熊市就会出现，这往往意味着股市会从最近的高点下跌20%。</p><p>美国银行股票及量化策略师萨维塔-萨伯拉曼尼亚（Savita Subramanian）最近在一份客户报告中表示：“从股价走势看，好消息似乎多于坏消息。”</p><p>2018年10月，几乎触发了79%“路标”名单。受此影响，标准普尔500指数盘中一度跌至熊市区域，并遭遇自大萧条以来最糟糕的12月。美联储2018年的加息节奏，是熊市信号清单上的一个触发点，因为在熊市之前，美联储总是会从周期低谷上调至少75个基点的利率。</p><p><b>以下是美国银行发布的19条“熊市信号”指标名单：</b></p><blockquote><p>1．美联储提高利率；</p><p>2．收紧信贷条件；</p><p>3．过去12个月牛市的最低回报率为11%；</p><p>4．过去24个月牛市的最低回报率为30%；</p><p>5．低质素股票表现优于高质素股票（超过六个月）；</p><p>6．动量股表现优异（超过6至12个月）；</p><p>7．成长型股票表现优异（超过6至12个月）；</p><p>8．去年股市下跌了5%；</p><p>9．市盈率较低的股票表现不佳；</p><p>10．世界大型企业联合会的消费者信心指数在24个月内还没有达到100；</p><p>11．世界大型企业联合会预期股票比例走高；</p><p>12．收益差没有回报；</p><p>13．卖方指标，衡量卖方股票乐观程度的反向指标；</p><p>14．美国银行基金经理调查显示，现金水平较高；</p><p>15．国债收益率曲线“倒挂”；</p><p>16．长期增长预期的变化；</p><p>17．根据20法则，往期股市市盈率与CPI通胀之和大于20；</p><p>18．波动率指数在过去3个月内的某个时间点突破了20；</p><p>19．收益估计修正规则。</p></blockquote><p><b>“特斯拉杀手”并没有杀死特斯拉</b></p><p><img src=\"https://static.tigerbbs.com/1e8bd16d5cee1c1f44aa327c632de041\" /></p><p>几家大型汽车制造商的高管已经表示，电动汽车是未来的发展方向，其中一些正在电池驱动汽车上押下重注。市场上也不断涌现出各路号称“特斯拉杀手”汽车制造商。<b>但至少在美国，市场几乎完全属于</b><b><span>特斯拉</span></b><b>。</b></p><p>这家加州汽车制造商的Model 3中型轿车在2019年的销量远远超过了其他任何竞争对手。销量排名第二的车型是雪佛兰Bolt，仅售出1.6万辆。</p><p>特斯拉汽车和特斯拉股票的成功让汽车行业的许多人感到困惑，他们指出特斯拉的规模很小；不稳定的金融历史；与生产延误的反复斗争；以及客户对长时间等待订单和难以获得零件和服务的抱怨。</p><p>与此同时，老牌汽车制造商的品牌几乎在每一个价位、每一个细分市场上都有表现，它们一直都很有前途，也在慢慢地释放自己对一款可行的电动汽车的刺激。</p><p><b>但迄今为止，还没有一家被证明是真正的“特斯拉杀手”。</b>似乎真正对电池电动车感兴趣的买家相对较少，行业观察人士认为，许多特斯拉的早期用户是出于对特斯拉品牌的兴趣或对前沿技术的兴趣，而不是出于对拥有一辆电动车的兴趣。</p><p><b>Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><img src=\"https://static.tigerbbs.com/0028cdae157b8ccd31fc837f867ff413\" /></p><p>美国政府在提高有偿政治演讲透明度方面几乎毫无进展。选民可能被总统候选人和游说团体欺骗的风险仍然很高，特别是在存在重大监管漏洞的网络上。</p><p>竞选资金专家说，他们尤其担心视频流媒体服务，因为现在越来越多的美国人正在把看电视的习惯从有线电视转向网络。政客们一直在网上跟踪民众，过去一年里，他们的广告出现在热门平台上，比如流媒体机顶盒和软件服务提供商Roku，以及受广告支持的视频流媒体网站Tubi。</p><p>美国广播公司（ABC）、<span>CBS</span>>哥伦比亚广播公司（CBS）、福克斯（Fox）和美国全国广播公司（NBC）等传统<a href=\"https://laohu8.com/S/00511\">电视广播</a>公司几十年来一直被要求保留有限的政治广告公开档案，这与联邦政府针对视频服务提供商提高此类广告透明度缺乏规定形成了鲜明对比。</p><p>对于道德监督机构来说，网络广告缺乏透明度，反映出选举年面临的更大挑战：竞选团队正花费比以往任何时候都要多的钱，试图接触选民并影响他们的决定，他们拥有强大的数字工具，然而联邦法规却没有跟上步伐。</p><p><b>G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><img src=\"https://static.tigerbbs.com/f78c3f2484cc8069b67805be0ca121c7\" /></p><p>日本财务大臣麻生太郎（Taro Aso）周日对美国的一项税收改革提议提出了批评。他说，该提议可能会破坏全球就大型科技公司新税法达成一致的努力。</p><p>经济合作与发展组织（OECD）正在制定规则，要求数字公司在开展业务的地方缴税，而不是在子公司注册的地方。这一举措周日得到了20国集团（G20）主要经济体财政领导人的广泛支持。</p><p><b>然而，去年末，经合组织的努力因美国政府要求在最后一刻的改变而陷入停滞，其中包括一项拟议中的“安全港”制度。</b>批评人士表示，该制度将让跨国公司选择是遵守新规则，还是坚持现有的监管规定。</p><p>麻生太郎在参加完G20峰会后对记者说：“我告诉我的同僚们，日本非常关注‘安全港’的提议。”</p><p>“这将极大地削弱我们正在努力做的事情的监管效果。这是许多国家表达的观点。”</p><p>法国和其他国家也对美国的提议提出了批评。</p><p><b>“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p><p><img src=\"https://static.tigerbbs.com/3bb2fc4d6a0d46cf26a6608f74a84b56\" /></p><p>据媒体报道，戴森与AO Air等公司正在竞相打造下一代<b>可穿戴式空气净化器</b>，也就是“智能口罩”，以阻挡细菌和污浊的空气。</p><p>本月早些时候，戴森公司为一款可穿戴式空气净化器申请了专利，该净化器也可以用作耳机。</p><p><img src=\"https://static.tigerbbs.com/a80bd0244d1887d97e8ab46a59156c16\" /></p><p>据AUT BioDesign Lab，Ao Air公司的<b>Atmos Faceware</b>的过滤效果是目前市场上传统口罩的50倍。</p><p>Ao Air公司称，Atmos Faceware与传统的口罩不同，因为它不需要密封也能发挥作用。这种零售价预计在350美元到400美元之间新型口罩被认为是一种昂贵的选择。</p><p>近日，市场上防护装备的销售出现了爆炸性增长。AO Air和戴森似乎在推动将技术融入口罩制造。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2013005499","content_text":"全球财经媒体周末共同关注的头条新闻主要有：1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）2、如何判断牛市还是熊市？美银给出19个关键“信号”指标3、“特斯拉杀手”并没有杀死特斯拉4、Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞5、G20峰会上 日本财务大臣批评美国的“数字税”提案6、“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器重磅！巴菲特发布2020年致股东公开信（全译收藏版）北京时间22日晚，股神巴菲特在伯克希尔-哈撒韦公司官网公布每年一度的致股东公开信。巴菲特这封2020年致股东公开信，主要讨论的是伯克希尔2019年的得失。信件受众远超伯克希尔的投资人群体，世界各地的投资人都希望从中了解这位传奇投资者的最新投资研判，帮助自己预测未来的经济和市场。对价值投资者来说，巴菲特每年的股东信是“圣经”般的学习资料。新浪财经将这封14页信件的全文翻译附后。依照惯例，信件开始是伯克希尔的业绩与美股风向标：标普500指数表现的对比，2019年伯克希尔每股市值的增幅是11.0%，而标普500指数的增幅高达31.5%，伯克希尔跑输了20.5个百分点。但长期来看，1965-2019年，伯克希尔每股市值的复合年增长率为20.3%，明显超过标普500指数的10.0%，而1964-2019年伯克希尔的市值增长率是令人吃惊的2744062%，也就是27440倍多，而标普500指数为19784%，即接近200倍。如何判断牛市还是熊市？美银给出19个关键“信号”指标试图把握市场时机可能是危险的，但当专业人士试图判断股票未来的风险时，他们会寻找某些指标信号，这可能有助于普通投资者预测市场。美国银行证券（Bank of America Securities）为客户编制了一份“熊市信号”指标名单，帮助客户预测股市何时可能接近熊市。这19个信号的范围从基础到情感相关的指标，并且已经传承了50多年。目前有63%的熊市信号已经被触发，高于1月份的47%。自1968年以来，当80%的指标被触发时，熊市就会出现，这往往意味着股市会从最近的高点下跌20%。美国银行股票及量化策略师萨维塔-萨伯拉曼尼亚（Savita Subramanian）最近在一份客户报告中表示：“从股价走势看，好消息似乎多于坏消息。”2018年10月，几乎触发了79%“路标”名单。受此影响，标准普尔500指数盘中一度跌至熊市区域，并遭遇自大萧条以来最糟糕的12月。美联储2018年的加息节奏，是熊市信号清单上的一个触发点，因为在熊市之前，美联储总是会从周期低谷上调至少75个基点的利率。以下是美国银行发布的19条“熊市信号”指标名单：1．美联储提高利率；2．收紧信贷条件；3．过去12个月牛市的最低回报率为11%；4．过去24个月牛市的最低回报率为30%；5．低质素股票表现优于高质素股票（超过六个月）；6．动量股表现优异（超过6至12个月）；7．成长型股票表现优异（超过6至12个月）；8．去年股市下跌了5%；9．市盈率较低的股票表现不佳；10．世界大型企业联合会的消费者信心指数在24个月内还没有达到100；11．世界大型企业联合会预期股票比例走高；12．收益差没有回报；13．卖方指标，衡量卖方股票乐观程度的反向指标；14．美国银行基金经理调查显示，现金水平较高；15．国债收益率曲线“倒挂”；16．长期增长预期的变化；17．根据20法则，往期股市市盈率与CPI通胀之和大于20；18．波动率指数在过去3个月内的某个时间点突破了20；19．收益估计修正规则。“特斯拉杀手”并没有杀死特斯拉几家大型汽车制造商的高管已经表示，电动汽车是未来的发展方向，其中一些正在电池驱动汽车上押下重注。市场上也不断涌现出各路号称“特斯拉杀手”汽车制造商。但至少在美国，市场几乎完全属于特斯拉。这家加州汽车制造商的Model 3中型轿车在2019年的销量远远超过了其他任何竞争对手。销量排名第二的车型是雪佛兰Bolt，仅售出1.6万辆。特斯拉汽车和特斯拉股票的成功让汽车行业的许多人感到困惑，他们指出特斯拉的规模很小；不稳定的金融历史；与生产延误的反复斗争；以及客户对长时间等待订单和难以获得零件和服务的抱怨。与此同时，老牌汽车制造商的品牌几乎在每一个价位、每一个细分市场上都有表现，它们一直都很有前途，也在慢慢地释放自己对一款可行的电动汽车的刺激。但迄今为止，还没有一家被证明是真正的“特斯拉杀手”。似乎真正对电池电动车感兴趣的买家相对较少，行业观察人士认为，许多特斯拉的早期用户是出于对特斯拉品牌的兴趣或对前沿技术的兴趣，而不是出于对拥有一辆电动车的兴趣。Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞美国政府在提高有偿政治演讲透明度方面几乎毫无进展。选民可能被总统候选人和游说团体欺骗的风险仍然很高，特别是在存在重大监管漏洞的网络上。竞选资金专家说，他们尤其担心视频流媒体服务，因为现在越来越多的美国人正在把看电视的习惯从有线电视转向网络。政客们一直在网上跟踪民众，过去一年里，他们的广告出现在热门平台上，比如流媒体机顶盒和软件服务提供商Roku，以及受广告支持的视频流媒体网站Tubi。美国广播公司（ABC）、CBS>哥伦比亚广播公司（CBS）、福克斯（Fox）和美国全国广播公司（NBC）等传统电视广播公司几十年来一直被要求保留有限的政治广告公开档案，这与联邦政府针对视频服务提供商提高此类广告透明度缺乏规定形成了鲜明对比。对于道德监督机构来说，网络广告缺乏透明度，反映出选举年面临的更大挑战：竞选团队正花费比以往任何时候都要多的钱，试图接触选民并影响他们的决定，他们拥有强大的数字工具，然而联邦法规却没有跟上步伐。G20峰会上 日本财务大臣批评美国的“数字税”提案日本财务大臣麻生太郎（Taro Aso）周日对美国的一项税收改革提议提出了批评。他说，该提议可能会破坏全球就大型科技公司新税法达成一致的努力。经济合作与发展组织（OECD）正在制定规则，要求数字公司在开展业务的地方缴税，而不是在子公司注册的地方。这一举措周日得到了20国集团（G20）主要经济体财政领导人的广泛支持。然而，去年末，经合组织的努力因美国政府要求在最后一刻的改变而陷入停滞，其中包括一项拟议中的“安全港”制度。批评人士表示，该制度将让跨国公司选择是遵守新规则，还是坚持现有的监管规定。麻生太郎在参加完G20峰会后对记者说：“我告诉我的同僚们，日本非常关注‘安全港’的提议。”“这将极大地削弱我们正在努力做的事情的监管效果。这是许多国家表达的观点。”法国和其他国家也对美国的提议提出了批评。“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器据媒体报道，戴森与AO Air等公司正在竞相打造下一代可穿戴式空气净化器，也就是“智能口罩”，以阻挡细菌和污浊的空气。本月早些时候，戴森公司为一款可穿戴式空气净化器申请了专利，该净化器也可以用作耳机。据AUT BioDesign Lab，Ao Air公司的Atmos Faceware的过滤效果是目前市场上传统口罩的50倍。Ao Air公司称，Atmos Faceware与传统的口罩不同，因为它不需要密封也能发挥作用。这种零售价预计在350美元到400美元之间新型口罩被认为是一种昂贵的选择。近日，市场上防护装备的销售出现了爆炸性增长。AO 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05:33","market":"us","language":"zh","title":"外媒头条：牛市还是熊市？美银给出19个关键指标","url":"https://stock-news.laohu8.com/highlight/detail?id=2013005499","media":"老虎资讯综合","summary":"全球财经媒体周末共同关注的头条新闻主要有：1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）2、如何判断牛市还是熊市？美银给出19个关键“信号”指标3、“特斯拉杀手”并没有杀死特斯拉4、Hulu","content":"<p><b>全球财经媒体周末共同关注的头条新闻主要有：</b></p><blockquote><p><b>1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></p><p><b>2、如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><b>3、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”并没有杀死特斯拉</b></p><p><b>4、Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><b>5、G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><b>6、“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p></blockquote><p><a href=\"https://laohu8.com/NW/1197615471\" target=\"_blank\"><b>重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></a></p><p><img src=\"https://static.tigerbbs.com/13f8bde8a71131d1378bb74860d9eb83\" /></p><p>北京时间22日晚，股神巴菲特在<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司官网公布每年一度的致股东公开信。巴菲特这封2020年致股东公开信，主要讨论的是伯克希尔2019年的得失。信件受众远超伯克希尔的投资人群体，世界各地的投资人都希望从中了解这位传奇投资者的最新投资研判，帮助自己预测未来的经济和市场。对价值投资者来说，巴菲特每年的股东信是“圣经”般的学习资料。<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经将这封14页信件的全文翻译附后。</p><p>依照惯例，信件开始是伯克希尔的业绩与美股风向标：标普500指数表现的对比，2019年伯克希尔每股市值的增幅是11.0%，而标普500指数的增幅高达31.5%，伯克希尔跑输了20.5个百分点。但长期来看，1965-2019年，伯克希尔每股市值的复合年增长率为20.3%，明显超过标普500指数的10.0%，而1964-2019年伯克希尔的市值增长率是令人吃惊的2744062%，也就是27440倍多，而标普500指数为19784%，即接近200倍。</p><p><b>如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><img src=\"https://static.tigerbbs.com/3710d88ef2922a030366ef7827ad32d2\" /></p><p>试图把握市场时机可能是危险的，但当专业人士试图判断股票未来的风险时，他们会寻找某些指标信号，这可能有助于普通投资者预测市场。<span><a href=\"https://laohu8.com/S/BAC\">美国银行</a></span>证券（Bank of America Securities）为客户编制了一份<b>“熊市信号”指标</b>名单，帮助客户预测股市何时可能接近熊市。这19个信号的范围从基础到情感相关的指标，并且已经传承了50多年。</p><p><b>目前有63%的熊市信号已经被触发，高于1月份的47%。</b>自1968年以来，当80%的指标被触发时，熊市就会出现，这往往意味着股市会从最近的高点下跌20%。</p><p>美国银行股票及量化策略师萨维塔-萨伯拉曼尼亚（Savita Subramanian）最近在一份客户报告中表示：“从股价走势看，好消息似乎多于坏消息。”</p><p>2018年10月，几乎触发了79%“路标”名单。受此影响，标准普尔500指数盘中一度跌至熊市区域，并遭遇自大萧条以来最糟糕的12月。美联储2018年的加息节奏，是熊市信号清单上的一个触发点，因为在熊市之前，美联储总是会从周期低谷上调至少75个基点的利率。</p><p><b>以下是美国银行发布的19条“熊市信号”指标名单：</b></p><blockquote><p>1．美联储提高利率；</p><p>2．收紧信贷条件；</p><p>3．过去12个月牛市的最低回报率为11%；</p><p>4．过去24个月牛市的最低回报率为30%；</p><p>5．低质素股票表现优于高质素股票（超过六个月）；</p><p>6．动量股表现优异（超过6至12个月）；</p><p>7．成长型股票表现优异（超过6至12个月）；</p><p>8．去年股市下跌了5%；</p><p>9．市盈率较低的股票表现不佳；</p><p>10．世界大型企业联合会的消费者信心指数在24个月内还没有达到100；</p><p>11．世界大型企业联合会预期股票比例走高；</p><p>12．收益差没有回报；</p><p>13．卖方指标，衡量卖方股票乐观程度的反向指标；</p><p>14．美国银行基金经理调查显示，现金水平较高；</p><p>15．国债收益率曲线“倒挂”；</p><p>16．长期增长预期的变化；</p><p>17．根据20法则，往期股市市盈率与CPI通胀之和大于20；</p><p>18．波动率指数在过去3个月内的某个时间点突破了20；</p><p>19．收益估计修正规则。</p></blockquote><p><b>“特斯拉杀手”并没有杀死特斯拉</b></p><p><img src=\"https://static.tigerbbs.com/1e8bd16d5cee1c1f44aa327c632de041\" /></p><p>几家大型汽车制造商的高管已经表示，电动汽车是未来的发展方向，其中一些正在电池驱动汽车上押下重注。市场上也不断涌现出各路号称“特斯拉杀手”汽车制造商。<b>但至少在美国，市场几乎完全属于</b><b><span>特斯拉</span></b><b>。</b></p><p>这家加州汽车制造商的Model 3中型轿车在2019年的销量远远超过了其他任何竞争对手。销量排名第二的车型是雪佛兰Bolt，仅售出1.6万辆。</p><p>特斯拉汽车和特斯拉股票的成功让汽车行业的许多人感到困惑，他们指出特斯拉的规模很小；不稳定的金融历史；与生产延误的反复斗争；以及客户对长时间等待订单和难以获得零件和服务的抱怨。</p><p>与此同时，老牌汽车制造商的品牌几乎在每一个价位、每一个细分市场上都有表现，它们一直都很有前途，也在慢慢地释放自己对一款可行的电动汽车的刺激。</p><p><b>但迄今为止，还没有一家被证明是真正的“特斯拉杀手”。</b>似乎真正对电池电动车感兴趣的买家相对较少，行业观察人士认为，许多特斯拉的早期用户是出于对特斯拉品牌的兴趣或对前沿技术的兴趣，而不是出于对拥有一辆电动车的兴趣。</p><p><b>Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><img src=\"https://static.tigerbbs.com/0028cdae157b8ccd31fc837f867ff413\" /></p><p>美国政府在提高有偿政治演讲透明度方面几乎毫无进展。选民可能被总统候选人和游说团体欺骗的风险仍然很高，特别是在存在重大监管漏洞的网络上。</p><p>竞选资金专家说，他们尤其担心视频流媒体服务，因为现在越来越多的美国人正在把看电视的习惯从有线电视转向网络。政客们一直在网上跟踪民众，过去一年里，他们的广告出现在热门平台上，比如流媒体机顶盒和软件服务提供商Roku，以及受广告支持的视频流媒体网站Tubi。</p><p>美国广播公司（ABC）、<span>CBS</span>>哥伦比亚广播公司（CBS）、福克斯（Fox）和美国全国广播公司（NBC）等传统<a href=\"https://laohu8.com/S/00511\">电视广播</a>公司几十年来一直被要求保留有限的政治广告公开档案，这与联邦政府针对视频服务提供商提高此类广告透明度缺乏规定形成了鲜明对比。</p><p>对于道德监督机构来说，网络广告缺乏透明度，反映出选举年面临的更大挑战：竞选团队正花费比以往任何时候都要多的钱，试图接触选民并影响他们的决定，他们拥有强大的数字工具，然而联邦法规却没有跟上步伐。</p><p><b>G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><img src=\"https://static.tigerbbs.com/f78c3f2484cc8069b67805be0ca121c7\" /></p><p>日本财务大臣麻生太郎（Taro Aso）周日对美国的一项税收改革提议提出了批评。他说，该提议可能会破坏全球就大型科技公司新税法达成一致的努力。</p><p>经济合作与发展组织（OECD）正在制定规则，要求数字公司在开展业务的地方缴税，而不是在子公司注册的地方。这一举措周日得到了20国集团（G20）主要经济体财政领导人的广泛支持。</p><p><b>然而，去年末，经合组织的努力因美国政府要求在最后一刻的改变而陷入停滞，其中包括一项拟议中的“安全港”制度。</b>批评人士表示，该制度将让跨国公司选择是遵守新规则，还是坚持现有的监管规定。</p><p>麻生太郎在参加完G20峰会后对记者说：“我告诉我的同僚们，日本非常关注‘安全港’的提议。”</p><p>“这将极大地削弱我们正在努力做的事情的监管效果。这是许多国家表达的观点。”</p><p>法国和其他国家也对美国的提议提出了批评。</p><p><b>“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p><p><img src=\"https://static.tigerbbs.com/3bb2fc4d6a0d46cf26a6608f74a84b56\" /></p><p>据媒体报道，戴森与AO Air等公司正在竞相打造下一代<b>可穿戴式空气净化器</b>，也就是“智能口罩”，以阻挡细菌和污浊的空气。</p><p>本月早些时候，戴森公司为一款可穿戴式空气净化器申请了专利，该净化器也可以用作耳机。</p><p><img src=\"https://static.tigerbbs.com/a80bd0244d1887d97e8ab46a59156c16\" /></p><p>据AUT BioDesign Lab，Ao Air公司的<b>Atmos Faceware</b>的过滤效果是目前市场上传统口罩的50倍。</p><p>Ao Air公司称，Atmos Faceware与传统的口罩不同，因为它不需要密封也能发挥作用。这种零售价预计在350美元到400美元之间新型口罩被认为是一种昂贵的选择。</p><p>近日，市场上防护装备的销售出现了爆炸性增长。AO Air和戴森似乎在推动将技术融入口罩制造。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：牛市还是熊市？美银给出19个关键指标</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; 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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外媒头条：牛市还是熊市？美银给出19个关键指标\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\">2020-02-24 05:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>全球财经媒体周末共同关注的头条新闻主要有：</b></p><blockquote><p><b>1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></p><p><b>2、如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><b>3、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”并没有杀死特斯拉</b></p><p><b>4、Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><b>5、G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><b>6、“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p></blockquote><p><a href=\"https://laohu8.com/NW/1197615471\" target=\"_blank\"><b>重磅！巴菲特发布2020年致股东公开信（全译收藏版）</b></a></p><p><img src=\"https://static.tigerbbs.com/13f8bde8a71131d1378bb74860d9eb83\" /></p><p>北京时间22日晚，股神巴菲特在<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公司官网公布每年一度的致股东公开信。巴菲特这封2020年致股东公开信，主要讨论的是伯克希尔2019年的得失。信件受众远超伯克希尔的投资人群体，世界各地的投资人都希望从中了解这位传奇投资者的最新投资研判，帮助自己预测未来的经济和市场。对价值投资者来说，巴菲特每年的股东信是“圣经”般的学习资料。<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经将这封14页信件的全文翻译附后。</p><p>依照惯例，信件开始是伯克希尔的业绩与美股风向标：标普500指数表现的对比，2019年伯克希尔每股市值的增幅是11.0%，而标普500指数的增幅高达31.5%，伯克希尔跑输了20.5个百分点。但长期来看，1965-2019年，伯克希尔每股市值的复合年增长率为20.3%，明显超过标普500指数的10.0%，而1964-2019年伯克希尔的市值增长率是令人吃惊的2744062%，也就是27440倍多，而标普500指数为19784%，即接近200倍。</p><p><b>如何判断牛市还是熊市？美银给出19个关键“信号”指标</b></p><p><img src=\"https://static.tigerbbs.com/3710d88ef2922a030366ef7827ad32d2\" /></p><p>试图把握市场时机可能是危险的，但当专业人士试图判断股票未来的风险时，他们会寻找某些指标信号，这可能有助于普通投资者预测市场。<span><a href=\"https://laohu8.com/S/BAC\">美国银行</a></span>证券（Bank of America Securities）为客户编制了一份<b>“熊市信号”指标</b>名单，帮助客户预测股市何时可能接近熊市。这19个信号的范围从基础到情感相关的指标，并且已经传承了50多年。</p><p><b>目前有63%的熊市信号已经被触发，高于1月份的47%。</b>自1968年以来，当80%的指标被触发时，熊市就会出现，这往往意味着股市会从最近的高点下跌20%。</p><p>美国银行股票及量化策略师萨维塔-萨伯拉曼尼亚（Savita Subramanian）最近在一份客户报告中表示：“从股价走势看，好消息似乎多于坏消息。”</p><p>2018年10月，几乎触发了79%“路标”名单。受此影响，标准普尔500指数盘中一度跌至熊市区域，并遭遇自大萧条以来最糟糕的12月。美联储2018年的加息节奏，是熊市信号清单上的一个触发点，因为在熊市之前，美联储总是会从周期低谷上调至少75个基点的利率。</p><p><b>以下是美国银行发布的19条“熊市信号”指标名单：</b></p><blockquote><p>1．美联储提高利率；</p><p>2．收紧信贷条件；</p><p>3．过去12个月牛市的最低回报率为11%；</p><p>4．过去24个月牛市的最低回报率为30%；</p><p>5．低质素股票表现优于高质素股票（超过六个月）；</p><p>6．动量股表现优异（超过6至12个月）；</p><p>7．成长型股票表现优异（超过6至12个月）；</p><p>8．去年股市下跌了5%；</p><p>9．市盈率较低的股票表现不佳；</p><p>10．世界大型企业联合会的消费者信心指数在24个月内还没有达到100；</p><p>11．世界大型企业联合会预期股票比例走高；</p><p>12．收益差没有回报；</p><p>13．卖方指标，衡量卖方股票乐观程度的反向指标；</p><p>14．美国银行基金经理调查显示，现金水平较高；</p><p>15．国债收益率曲线“倒挂”；</p><p>16．长期增长预期的变化；</p><p>17．根据20法则，往期股市市盈率与CPI通胀之和大于20；</p><p>18．波动率指数在过去3个月内的某个时间点突破了20；</p><p>19．收益估计修正规则。</p></blockquote><p><b>“特斯拉杀手”并没有杀死特斯拉</b></p><p><img src=\"https://static.tigerbbs.com/1e8bd16d5cee1c1f44aa327c632de041\" /></p><p>几家大型汽车制造商的高管已经表示，电动汽车是未来的发展方向，其中一些正在电池驱动汽车上押下重注。市场上也不断涌现出各路号称“特斯拉杀手”汽车制造商。<b>但至少在美国，市场几乎完全属于</b><b><span>特斯拉</span></b><b>。</b></p><p>这家加州汽车制造商的Model 3中型轿车在2019年的销量远远超过了其他任何竞争对手。销量排名第二的车型是雪佛兰Bolt，仅售出1.6万辆。</p><p>特斯拉汽车和特斯拉股票的成功让汽车行业的许多人感到困惑，他们指出特斯拉的规模很小；不稳定的金融历史；与生产延误的反复斗争；以及客户对长时间等待订单和难以获得零件和服务的抱怨。</p><p>与此同时，老牌汽车制造商的品牌几乎在每一个价位、每一个细分市场上都有表现，它们一直都很有前途，也在慢慢地释放自己对一款可行的电动汽车的刺激。</p><p><b>但迄今为止，还没有一家被证明是真正的“特斯拉杀手”。</b>似乎真正对电池电动车感兴趣的买家相对较少，行业观察人士认为，许多特斯拉的早期用户是出于对特斯拉品牌的兴趣或对前沿技术的兴趣，而不是出于对拥有一辆电动车的兴趣。</p><p><b>Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞</b></p><p><img src=\"https://static.tigerbbs.com/0028cdae157b8ccd31fc837f867ff413\" /></p><p>美国政府在提高有偿政治演讲透明度方面几乎毫无进展。选民可能被总统候选人和游说团体欺骗的风险仍然很高，特别是在存在重大监管漏洞的网络上。</p><p>竞选资金专家说，他们尤其担心视频流媒体服务，因为现在越来越多的美国人正在把看电视的习惯从有线电视转向网络。政客们一直在网上跟踪民众，过去一年里，他们的广告出现在热门平台上，比如流媒体机顶盒和软件服务提供商Roku，以及受广告支持的视频流媒体网站Tubi。</p><p>美国广播公司（ABC）、<span>CBS</span>>哥伦比亚广播公司（CBS）、福克斯（Fox）和美国全国广播公司（NBC）等传统<a href=\"https://laohu8.com/S/00511\">电视广播</a>公司几十年来一直被要求保留有限的政治广告公开档案，这与联邦政府针对视频服务提供商提高此类广告透明度缺乏规定形成了鲜明对比。</p><p>对于道德监督机构来说，网络广告缺乏透明度，反映出选举年面临的更大挑战：竞选团队正花费比以往任何时候都要多的钱，试图接触选民并影响他们的决定，他们拥有强大的数字工具，然而联邦法规却没有跟上步伐。</p><p><b>G20峰会上 日本财务大臣批评美国的“数字税”提案</b></p><p><img src=\"https://static.tigerbbs.com/f78c3f2484cc8069b67805be0ca121c7\" /></p><p>日本财务大臣麻生太郎（Taro Aso）周日对美国的一项税收改革提议提出了批评。他说，该提议可能会破坏全球就大型科技公司新税法达成一致的努力。</p><p>经济合作与发展组织（OECD）正在制定规则，要求数字公司在开展业务的地方缴税，而不是在子公司注册的地方。这一举措周日得到了20国集团（G20）主要经济体财政领导人的广泛支持。</p><p><b>然而，去年末，经合组织的努力因美国政府要求在最后一刻的改变而陷入停滞，其中包括一项拟议中的“安全港”制度。</b>批评人士表示，该制度将让跨国公司选择是遵守新规则，还是坚持现有的监管规定。</p><p>麻生太郎在参加完G20峰会后对记者说：“我告诉我的同僚们，日本非常关注‘安全港’的提议。”</p><p>“这将极大地削弱我们正在努力做的事情的监管效果。这是许多国家表达的观点。”</p><p>法国和其他国家也对美国的提议提出了批评。</p><p><b>“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器</b></p><p><img src=\"https://static.tigerbbs.com/3bb2fc4d6a0d46cf26a6608f74a84b56\" /></p><p>据媒体报道，戴森与AO Air等公司正在竞相打造下一代<b>可穿戴式空气净化器</b>，也就是“智能口罩”，以阻挡细菌和污浊的空气。</p><p>本月早些时候，戴森公司为一款可穿戴式空气净化器申请了专利，该净化器也可以用作耳机。</p><p><img src=\"https://static.tigerbbs.com/a80bd0244d1887d97e8ab46a59156c16\" /></p><p>据AUT BioDesign Lab，Ao Air公司的<b>Atmos Faceware</b>的过滤效果是目前市场上传统口罩的50倍。</p><p>Ao Air公司称，Atmos Faceware与传统的口罩不同，因为它不需要密封也能发挥作用。这种零售价预计在350美元到400美元之间新型口罩被认为是一种昂贵的选择。</p><p>近日，市场上防护装备的销售出现了爆炸性增长。AO Air和戴森似乎在推动将技术融入口罩制造。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2013005499","content_text":"全球财经媒体周末共同关注的头条新闻主要有：1、重磅！巴菲特发布2020年致股东公开信（全译收藏版）2、如何判断牛市还是熊市？美银给出19个关键“信号”指标3、“特斯拉杀手”并没有杀死特斯拉4、Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞5、G20峰会上 日本财务大臣批评美国的“数字税”提案6、“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器重磅！巴菲特发布2020年致股东公开信（全译收藏版）北京时间22日晚，股神巴菲特在伯克希尔-哈撒韦公司官网公布每年一度的致股东公开信。巴菲特这封2020年致股东公开信，主要讨论的是伯克希尔2019年的得失。信件受众远超伯克希尔的投资人群体，世界各地的投资人都希望从中了解这位传奇投资者的最新投资研判，帮助自己预测未来的经济和市场。对价值投资者来说，巴菲特每年的股东信是“圣经”般的学习资料。新浪财经将这封14页信件的全文翻译附后。依照惯例，信件开始是伯克希尔的业绩与美股风向标：标普500指数表现的对比，2019年伯克希尔每股市值的增幅是11.0%，而标普500指数的增幅高达31.5%，伯克希尔跑输了20.5个百分点。但长期来看，1965-2019年，伯克希尔每股市值的复合年增长率为20.3%，明显超过标普500指数的10.0%，而1964-2019年伯克希尔的市值增长率是令人吃惊的2744062%，也就是27440倍多，而标普500指数为19784%，即接近200倍。如何判断牛市还是熊市？美银给出19个关键“信号”指标试图把握市场时机可能是危险的，但当专业人士试图判断股票未来的风险时，他们会寻找某些指标信号，这可能有助于普通投资者预测市场。美国银行证券（Bank of America Securities）为客户编制了一份“熊市信号”指标名单，帮助客户预测股市何时可能接近熊市。这19个信号的范围从基础到情感相关的指标，并且已经传承了50多年。目前有63%的熊市信号已经被触发，高于1月份的47%。自1968年以来，当80%的指标被触发时，熊市就会出现，这往往意味着股市会从最近的高点下跌20%。美国银行股票及量化策略师萨维塔-萨伯拉曼尼亚（Savita Subramanian）最近在一份客户报告中表示：“从股价走势看，好消息似乎多于坏消息。”2018年10月，几乎触发了79%“路标”名单。受此影响，标准普尔500指数盘中一度跌至熊市区域，并遭遇自大萧条以来最糟糕的12月。美联储2018年的加息节奏，是熊市信号清单上的一个触发点，因为在熊市之前，美联储总是会从周期低谷上调至少75个基点的利率。以下是美国银行发布的19条“熊市信号”指标名单：1．美联储提高利率；2．收紧信贷条件；3．过去12个月牛市的最低回报率为11%；4．过去24个月牛市的最低回报率为30%；5．低质素股票表现优于高质素股票（超过六个月）；6．动量股表现优异（超过6至12个月）；7．成长型股票表现优异（超过6至12个月）；8．去年股市下跌了5%；9．市盈率较低的股票表现不佳；10．世界大型企业联合会的消费者信心指数在24个月内还没有达到100；11．世界大型企业联合会预期股票比例走高；12．收益差没有回报；13．卖方指标，衡量卖方股票乐观程度的反向指标；14．美国银行基金经理调查显示，现金水平较高；15．国债收益率曲线“倒挂”；16．长期增长预期的变化；17．根据20法则，往期股市市盈率与CPI通胀之和大于20；18．波动率指数在过去3个月内的某个时间点突破了20；19．收益估计修正规则。“特斯拉杀手”并没有杀死特斯拉几家大型汽车制造商的高管已经表示，电动汽车是未来的发展方向，其中一些正在电池驱动汽车上押下重注。市场上也不断涌现出各路号称“特斯拉杀手”汽车制造商。但至少在美国，市场几乎完全属于特斯拉。这家加州汽车制造商的Model 3中型轿车在2019年的销量远远超过了其他任何竞争对手。销量排名第二的车型是雪佛兰Bolt，仅售出1.6万辆。特斯拉汽车和特斯拉股票的成功让汽车行业的许多人感到困惑，他们指出特斯拉的规模很小；不稳定的金融历史；与生产延误的反复斗争；以及客户对长时间等待订单和难以获得零件和服务的抱怨。与此同时，老牌汽车制造商的品牌几乎在每一个价位、每一个细分市场上都有表现，它们一直都很有前途，也在慢慢地释放自己对一款可行的电动汽车的刺激。但迄今为止，还没有一家被证明是真正的“特斯拉杀手”。似乎真正对电池电动车感兴趣的买家相对较少，行业观察人士认为，许多特斯拉的早期用户是出于对特斯拉品牌的兴趣或对前沿技术的兴趣，而不是出于对拥有一辆电动车的兴趣。Hulu等流媒体平台政治广告泛滥 暴露美国大选监管漏洞美国政府在提高有偿政治演讲透明度方面几乎毫无进展。选民可能被总统候选人和游说团体欺骗的风险仍然很高，特别是在存在重大监管漏洞的网络上。竞选资金专家说，他们尤其担心视频流媒体服务，因为现在越来越多的美国人正在把看电视的习惯从有线电视转向网络。政客们一直在网上跟踪民众，过去一年里，他们的广告出现在热门平台上，比如流媒体机顶盒和软件服务提供商Roku，以及受广告支持的视频流媒体网站Tubi。美国广播公司（ABC）、CBS>哥伦比亚广播公司（CBS）、福克斯（Fox）和美国全国广播公司（NBC）等传统电视广播公司几十年来一直被要求保留有限的政治广告公开档案，这与联邦政府针对视频服务提供商提高此类广告透明度缺乏规定形成了鲜明对比。对于道德监督机构来说，网络广告缺乏透明度，反映出选举年面临的更大挑战：竞选团队正花费比以往任何时候都要多的钱，试图接触选民并影响他们的决定，他们拥有强大的数字工具，然而联邦法规却没有跟上步伐。G20峰会上 日本财务大臣批评美国的“数字税”提案日本财务大臣麻生太郎（Taro Aso）周日对美国的一项税收改革提议提出了批评。他说，该提议可能会破坏全球就大型科技公司新税法达成一致的努力。经济合作与发展组织（OECD）正在制定规则，要求数字公司在开展业务的地方缴税，而不是在子公司注册的地方。这一举措周日得到了20国集团（G20）主要经济体财政领导人的广泛支持。然而，去年末，经合组织的努力因美国政府要求在最后一刻的改变而陷入停滞，其中包括一项拟议中的“安全港”制度。批评人士表示，该制度将让跨国公司选择是遵守新规则，还是坚持现有的监管规定。麻生太郎在参加完G20峰会后对记者说：“我告诉我的同僚们，日本非常关注‘安全港’的提议。”“这将极大地削弱我们正在努力做的事情的监管效果。这是许多国家表达的观点。”法国和其他国家也对美国的提议提出了批评。“智能口罩”？戴森等公司正竞相打造可穿戴空气净化器据媒体报道，戴森与AO Air等公司正在竞相打造下一代可穿戴式空气净化器，也就是“智能口罩”，以阻挡细菌和污浊的空气。本月早些时候，戴森公司为一款可穿戴式空气净化器申请了专利，该净化器也可以用作耳机。据AUT BioDesign Lab，Ao Air公司的Atmos Faceware的过滤效果是目前市场上传统口罩的50倍。Ao Air公司称，Atmos Faceware与传统的口罩不同，因为它不需要密封也能发挥作用。这种零售价预计在350美元到400美元之间新型口罩被认为是一种昂贵的选择。近日，市场上防护装备的销售出现了爆炸性增长。AO 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