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龙飞凤舞1
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龙飞凤舞1
2021-03-12
$游戏驿站(GME)$
上300它不香嘛
龙飞凤舞1
2020-10-14
$蔚来(NIO)$
跟谁学都110美元一股,蔚来一股40多吗
龙飞凤舞1
2020-06-19
鲁大霄?
末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉
龙飞凤舞1
2020-08-31
$特斯拉(TSLA)$
期待很快再到两千多一股
龙飞凤舞1
2020-01-16
$特斯拉(TSLA)$
大摩就是杀币
龙飞凤舞1
2020-12-25
苹果那时候没看上特斯拉
抱歉,原内容已删除
龙飞凤舞1
2020-12-18
$瑞幸咖啡(LKNCY)$
怎么不更新数据啊?
龙飞凤舞1
2020-12-10
$特斯拉(TSLA)$
空军牛逼了,挣大发了
龙飞凤舞1
2020-10-13
$理想汽车(LI)$
几个花生米啊?喝成这样?
龙飞凤舞1
2019-12-04
$蔚来(NIO)$
美股没法买啊
龙飞凤舞1
2021-01-15
$特斯拉(TSLA)$
开始你的表演吧,别装了
龙飞凤舞1
2020-10-15
纸面上马云已经不在领导层了
特朗普考虑将蚂蚁集团加入黑名单
龙飞凤舞1
2020-10-14
$蔚来(NIO)$
啥也比不上资本啊,看你行就行
龙飞凤舞1
2020-08-28
$特斯拉(TSLA)$
虽然我买的不多,但天天看你飙车,开心😁
龙飞凤舞1
2021-11-29
$Faraday Future(FFIE)$
老贾,这都过去多长时间了?你的车还没出生,看电动三傻了吗?你的有市场吗?
龙飞凤舞1
2021-03-11
$游戏驿站(GME)$
挂200买了
龙飞凤舞1
2021-01-27
$游戏驿站(GME)$
我也要狙击一把华尔街之狼
龙飞凤舞1
2020-09-15
$小鹏汽车(XPEV)$
你等等他俩
龙飞凤舞1
2020-08-28
老不死的终于下台了
抱歉,原内容已删除
龙飞凤舞1
2020-06-26
$瑞幸咖啡(LK)$
我也实盘交易者
去老虎APP查看更多动态
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10:53","market":"hk","language":"zh","title":"王者荣耀健康系统升级:未满12周岁用户无法进行游戏充值","url":"https://stock-news.laohu8.com/highlight/detail?id=2156452176","media":"新浪港股","summary":"8月4日,王者荣耀发布健康系统升级公告,腾讯控股(00700.HK)为进一步加大未成年人的保护力度,将升级健康系统规则,未成年用户每日22时至次日8时禁玩,国家法定节假日每日限玩2小时,其他时间每日限玩1小时。未满12周岁的用户无法进行游戏充值。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<p>8月4日,王者荣耀发布健康系统升级公告,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>为进一步加大未成年人的保护力度,将升级健康系统规则,未成年用户每日22时至次日8时禁玩,国家法定节假日每日限玩2小时,其他时间每日限玩1小时。未满12周岁的用户无法进行游戏充值。<img src=\"https://static.tigerbbs.com/a94478bcd4c54227262bda065fd63803\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-08-04/doc-ikqcfncc0838937.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80507abe8c5de86979c1e310542d61ca","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-08-04/doc-ikqcfncc0838937.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2156452176","content_text":"8月4日,王者荣耀发布健康系统升级公告,腾讯控股为进一步加大未成年人的保护力度,将升级健康系统规则,未成年用户每日22时至次日8时禁玩,国家法定节假日每日限玩2小时,其他时间每日限玩1小时。未满12周岁的用户无法进行游戏充值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344407989,"gmtCreate":1618421646641,"gmtModify":1618450109367,"author":{"id":"3478152461727734","authorId":"3478152461727734","name":"龙飞凤舞1","avatar":"https://static.tigerbbs.com/44d89817771841a91ff87f4fbcd8da5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478152461727734","authorIdStr":"3478152461727734"},"themes":[],"htmlText":"<a 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Melvin(千亿资产的明星对冲基金)直接爆仓,濒临破产! .... ... 鳄鱼终于也留下了眼泪... ... 01 1月22日,WallStreetBets(华尔街赌场)股票社区集结了大量散户,他们要发起一场针对做空机构的报复行动。 导火索是,香橼公开嘲讽散户们热爱的$游戏驿站(GME)$ 只有20美元的价值(约50%的下跌空间),此举彻底激怒了散户。 (香橼创始人Andrew Left 发表做空GME视频) 以往,被机构吊打、相互算计的散户,竟然团结了起来,他们互相打气,号召大家团结做多,只要他们一条心,就可以逼退空头! 于是,为了赚钱,更是为了尊严,散户们开始了第一次针对机构的报复行动。 1月22日(上周五),GME开盘了: 1小时,股价拉升了5%; 2小时,股价突破了10%; 3小时,股价爆拉,突破40%! 4小时,股价达到高潮,突破70%!股价突破70$! ... ... 香橼哭了,像个祥林嫂一样,她说: 这是一次有组织、有规模的“金融暴力”!他们不仅割我的韭菜,还骚扰我的家人!我要告他们![流泪][流泪][流泪] (Andrew Left 称,会将网络暴力证据递交给SEC) 而另一边,是散户们不绝于耳的欢笑声,其中一位网友晒出了他的盈利单:5万","images":[{"img":"https://static.tigerbbs.com/b96a95f663167611ed7cda32dd161577","width":"547","height":"351"},{"img":"https://static.tigerbbs.com/0a56a34e2af400b4f11cab42e010b3c5","width":"646","height":"125"},{"img":"https://static.tigerbbs.com/8629f840ff6922b0f2071766d7173d19","width":"669","height":"265"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313513574","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":328777257,"gmtCreate":1615562266379,"gmtModify":1703491017497,"author":{"id":"3478152461727734","authorId":"3478152461727734","name":"龙飞凤舞1","avatar":"https://static.tigerbbs.com/44d89817771841a91ff87f4fbcd8da5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478152461727734","authorIdStr":"3478152461727734"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>上300它不香嘛","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>上300它不香嘛","text":"$游戏驿站(GME)$上300它不香嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/328777257","isVote":1,"tweetType":1,"viewCount":3636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576321601420605","authorId":"3576321601420605","name":"__7776_7779","avatar":"https://static.tigerbbs.com/22d586a58b2c4ba4ffcc0c248d634ef0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576321601420605","authorIdStr":"3576321601420605"},"content":"今晚上不了400吗?","text":"今晚上不了400吗?","html":"今晚上不了400吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309235195,"gmtCreate":1602687882417,"gmtModify":1703827502054,"author":{"id":"3478152461727734","authorId":"3478152461727734","name":"龙飞凤舞1","avatar":"https://static.tigerbbs.com/44d89817771841a91ff87f4fbcd8da5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478152461727734","authorIdStr":"3478152461727734"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>跟谁学都110美元一股,蔚来一股40多吗","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>跟谁学都110美元一股,蔚来一股40多吗","text":"$蔚来(NIO)$跟谁学都110美元一股,蔚来一股40多吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/309235195","isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556628957239828","authorId":"3556628957239828","name":"闪电狗","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3556628957239828","authorIdStr":"3556628957239828"},"content":"不是单看单只股票,也要看发行量","text":"不是单看单只股票,也要看发行量","html":"不是单看单只股票,也要看发行量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954037308,"gmtCreate":1592576360304,"gmtModify":1704199824845,"author":{"id":"3478152461727734","authorId":"3478152461727734","name":"龙飞凤舞1","avatar":"https://static.tigerbbs.com/44d89817771841a91ff87f4fbcd8da5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478152461727734","authorIdStr":"3478152461727734"},"themes":[],"htmlText":"鲁大霄?","listText":"鲁大霄?","text":"鲁大霄?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954037308","repostId":"1147841401","repostType":4,"repost":{"id":"1147841401","kind":"news","pubTimestamp":1592573325,"share":"https://www.laohu8.com/m/news/1147841401?lang=&edition=full","pubTime":"2020-06-19 21:28","market":"us","language":"zh","title":"末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉","url":"https://stock-news.laohu8.com/highlight/detail?id=1147841401","media":"腾讯美股","summary":"无论对于美国还是欧洲经济而言,这个漫长而又炎热的夏季注定难熬。","content":"<p>鲁比尼(Nouriel Roubini)是全球最具知名度的经济学家之一。十多年前,这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一,而十多年后,他也是早早就警告说,新冠病毒疫情将造成极为严重的经济后果。</p><p><img src=\"https://static.tigerbbs.com/1399f2a25498b1f193bd0557d517404d\" tg-width=\"554\" tg-height=\"311\"></p><p>当下,各国股市,尤其是美国股市的投资者,似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下,美股现在已经恢复到与年初大致相当的水平。然而,在最新一期《明镜》周刊的访谈当中,鲁比尼再度发出了警告,指出这种预期根本就是站不住脚的。事实就是,无论对于美国还是欧洲经济而言,这个漫长而又炎热的夏季注定难熬。</p><p>以下即鲁比尼的访谈全文</p><p><b>问:</b>现在,新冠病毒疫情已经重创了全球经济,数以百万计的人失去了自己的工作。这场危机的严重程度已经可以和1930年代大萧条相提并论了吗?</p><p><img src=\"https://static.tigerbbs.com/4058ebed3ef6c29be7de65c08686d1d9\" tg-width=\"554\" tg-height=\"311\"></p><p><b>答:</b>今天的崩溃局面甚至要比那时更加严重。当初从1929年开始,危机彻底显现出来其实是耗费了若干年的时间,然而今天,一切简直像是列车失事的慢动作播放。现在,全球经济几周之内就宣告崩溃,单单在美国,就有超过4000万人失业。许多人都相信,经济将迅速卷土重来,但这其实是一种谬误。</p><p><b>问:</b>这就是说,虽然有规模惊人的刺激计划的出台,但是你并不相信所谓V型复苏的预测。可是,5月间,就新增了250万就业机会。</p><p><b>答:</b>当然,我们在今年下半年是可能看到某种程度的反弹的。只不过,那不会是真正的反弹,而只会是一种错觉。经济的下滑是如此陡峭,因此到了某个节点有所反弹,其实是必然的事情。只是,这样的变化根本不足以抵消之前巨大的崩溃。即便到了2021年的年底,美国经济预计将仍然不及2020年年初的水平,毕竟太多东西都分崩离析了。到那时,失业率预计将依然居于16%或者17%的样子——要知道,在上次金融危机期间,失业率也不过只有10%。5月间固然新增了240万非农支薪人口,但是在之前的几个月当中,已经有足足4200万人丢掉了工作。真实失业率其实要比官方数字显示的高得多。</p><p><img src=\"https://static.tigerbbs.com/8d2ecd4640058272c12cea58a62ce9f6\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>股市显然不是像你这样看待眼前局面的,股价现在已经基本涨到了和今年年初相当的高度。</p><p><b>答:</b>股市是在自欺欺人。投资者押注,赌的是还会有进一步的大规模经济政策出台,赌的是企业利润实现V型复苏。可是,对于当前的美国而言,股市已经变成了某种没有意义的存在。</p><p><b>问:</b>美国人从什么开始变得不再在意股市的?</p><p><b>答:</b>在华尔街,调子是由大企业的股票来定的,尤其是银行和科技板块。这个国家不可能允许大银行和大科技公司完蛋,所以他们肯定会平安度过危机。当然,他们也会被迫裁员,削减成本,但是到最后,他们手中的市场权力将变得比过去更为强大。可是,在所谓“主街”,也就是中小企业这边,就没有那么好的运气了。这些企业正在走向破产。我估计,平均每一秒钟,纽约城就有一家餐厅关张,但是麦当劳肯定能够活下来。当然,问题还不仅限于此。</p><p><img src=\"https://static.tigerbbs.com/ef22024077f65b561fa3266e022e9a74\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>还有呢?</p><p><b>答:</b>最富有的10%美国人掌握着80%的股市财富,而75%的美国人手中没有任何股票。美联储的调查研究还发现,40%的美国人在紧急状况下连400美元都拿不出来。我们现在正在经历紧急状况。整个系统已经生病了,现在那么多人走上街头,本质上也是因为这个。</p><p><b>问:</b>你的意思是说,现在的反种族主义抗议活动,是有着社会因素背景的?</p><p><b>答:</b>当然!我居住在下曼哈顿的包厘街,在这里,四分之三的示威者都是白人。他们许多人都很年轻,属于所谓城市“不稳定无产者”。在发达国家当中,这个人群已经取代了“无产阶级”,即过去的体力劳动者,成为了新的底层。他们虽然往往也有大学学历,但是从事的往往都是临时工、短工、小时工、零工和独立合同人这样的工作。这些人不属于标准的全职就业者,足足三个月都没有接受到国家层面的财富转移了。现在,他们连房租和话费都交不起了,至于水电,很多人都已经被断掉了。他们正在走入一个漫长而炎热的夏季。</p><p><img src=\"https://static.tigerbbs.com/eda40fe87c38f8555123c6d15a0808ab\" tg-width=\"554\" tg-height=\"390\"></p><p><b>问:</b>这是否意味着,特朗普连任成功的概率将会大幅度降低?</p><p><b>答:</b>完全正确。不过,拜登必须以非常大的优势胜出,才能确保特朗普乖乖认输。不过,我认为这一幕不大可能成为现实。更加可能的两种局面是:一,特朗普虽然在白人劳工群体当中的支持率有所降低,但他还是能够以最小的优势保住白宫的办公室;二,特朗普以很小的劣势落败,但是他拒绝接受这一结果。</p><p><b>问:</b>你的意思是说,他会设置种种障碍,阻止拜登接收白宫?</p><p><b>答:</b>当然如此。只是,特朗普不会像当年的戈尔那样,在一些地区选票极为接近的情况下诉诸最高法院,要求重新计票。相反,他会指责其他的国家,指责黑人或者移民,像那些“香蕉共和国”的独裁者一样。他会号召自己的支持者武装起来——荷枪实弹的白人法西斯分子,美国已经颇有不少了。他事实上经常提醒自己的支持者,宪法第二修正案允许美国人拥枪。</p><p><img src=\"https://static.tigerbbs.com/b0bf78b90c7bf840c3b68177b3344a64\" tg-width=\"554\" tg-height=\"355\"></p><p><b>问:</b>那种场景就实在太可怕了。特朗普恐怕也会把经济问题的锅甩到美联储头上。他现在就希望美联储进一步降低利率。</p><p><b>答:</b>美联储现在其实已经做了太多本不该做或不必做的事情。他们向市场注入海量的流动性,拯救了银行、金融投资者、对冲基金、资产经理人。在短期内,为了避免发生通货紧缩,这样做还无可厚非。可是,现在美国的债务水平是如此之高,以至于如果利率不是超低,政府和企业就无法进行再融资。为了确保不出麻烦,美联储大量购买债券,推高后者的价格,以打压利率。长期角度看来,问题就在于,美联储的这种操作是无法退出的。现在,美联储和全球各大其他央行都是处在完全相同的困境当中。</p><p><b>问:</b>你是否在说,央行们已经丧失掉了独立性?</p><p><b>答:</b>显而易见。看吧,2018年12月时,美联储主席鲍威尔宣布他将要提高利率,同时停止购债,以缩减资产负债表规模。结果就是,股市应声大跌20%。鲍威尔被迫迅速改弦更张,而现在,美联储资产负债表的规模已经两倍于当时。长期角度说来,这一切最终必将导致通货膨胀抬头。</p><p><img src=\"https://static.tigerbbs.com/9542b9088daedcb68200aab3795fe429\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>在如此众多的人群失业,经济并没有真正开始增长的情况下,怎么可能会爆发通胀问题呢?</p><p><b>答:</b>因为我们将经历一场供应面的严重打击。听起来,这说法似乎有点过于技术性了,但是解释起来并不复杂。</p><p><b>问:</b>请继续讲一下。</p><p><b>答:</b>多年以来,全球化一直强力压制着劳动力和生产成本,哪怕是只看印度和中国拥有25亿廉价劳动力这一事实,你就可以很容易明白这一点。可是,金融危机以来,全球化已经走过了其顶点,开始下行,而疫情的大爆发又加剧了这一趋势。我们正在目睹“再国家化”,目睹全球供应链的重置,目睹国际贸易局势再度走向紧张。</p><p><img src=\"https://static.tigerbbs.com/043a8e375acab9b11b384ec768525f8d\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>因此你认为价格会全面上涨?</p><p><b>答:</b>我们可以拿5G技术做例子。与华为的技术相比,诺基亚和爱立信的价格要高30%,效率却要低20%。这也就意味着,一个国家出于某种理由要抵制华为的5G,那么,对于他们而言,各种终端产品的价格便会自动上涨。这些最终总会指向通货膨胀。</p><p><b>问:</b>可是,在那种情况下,利率难道不是就必须要提高了吗?</p><p><b>答:</b>教科书会给出肯定的回答,但是在现实中,这样的事情却不会发生。不然的话,各个国家和企业的预算和资产负债表就将被轰成粉碎。</p><p><img src=\"https://static.tigerbbs.com/d0bbc962de5574c1d553d1c9602c9476\" tg-width=\"554\" tg-height=\"311\"></p><p><b>问:</b>欧洲突然做出以债务货币化稳定经济的决定,你对他们这一做法的力度感到吃惊吗?</p><p><b>答:</b>一点都不吃惊。毕竟,一切都是为了确保欧元区的完整和继续存在。如果不采取这样的非常手段,那些外围国家,尤其是意大利,恐怕就要陷入崩溃,离开统一货币区。到那时才是真的完蛋了。</p><p><b>问:</b>德国和法国计划联手推出5000亿欧元的援助计划,而德国财政部长朔尔茨(Olaf Scholz)宣称,这意味着欧洲来到了“汉密尔顿时刻”。汉密尔顿(Alexander Hamilton)是美国首任财长,美国财政体系的奠基人。朔尔茨是否有点夸大其词了?</p><p><img src=\"https://static.tigerbbs.com/857fb87171ffe43774f52e2d10f97e8f\" tg-width=\"554\" tg-height=\"369\"></p><p><b>答:</b>当然,他是言过其实了。这个计划本身很好,很靠谱,但是说就此可以奠定欧洲联邦国家的基础就过分了,因为有两个关键的先决条件未能满足。首先是债务共同化——现在,意大利的债务依然只是意大利自家的。其次是一个相对于欧元区国内生产总值,达到足够规模的共同预算,比如占比20%到30%,而现在实际上只有2%。</p><p><b>问:</b>从德国的立场上看,德国政府这一次的决定已经称得起是革命性的了。</p><p><b>答:</b>你总不能对一切都说不!柏林如果总是一方面反对欧盟预算增长,反对欧洲央行扮演更重要的角色,一方面却对之前的努力始终无法取得进展感到吃惊,那可是不行的。这样下去,欧洲就完蛋了!好在,默克尔总理这次及时意识到了局面的危急程度。与此同时,她的支持率如此之高,又给了她推动一切通过的资本。事实上,我非常怀疑如果拖到默克尔的继任者,不管是谁成为政党领袖和总理,恐怕都不可能做到这一点了。</p><p><img src=\"https://static.tigerbbs.com/3b2f61f39d42796682896f9d8faf7e59\" tg-width=\"554\" tg-height=\"369\"></p><p><b>问:</b>不过,下一场危机现在已经隐隐出现在地平线上了——英国脱欧。英国人会再度要求延长过渡期吗?</p><p><b>答:</b>我经常会接触到英国下院的人们,而我的印象就是,他们显然是倾向于硬脱欧的。伦敦并不愿意接受一个类似欧盟与加拿大之间那样的自由贸易协定,英国政府其实是想要干干净净的一刀两断。当然,这有点疯狂。到那时,货车会在海关排起大队,欧洲股市会暴跌,英国经济和欧元区经济都会遭到重创,差别只是程度而已。</p><p><b>问:</b>是否还有什么能够让你看到希望的地方?</p><p><b>答:</b>说到这个,我可需要好好想一想。面对疫情和其后续影响,各国政府的反应速度和力度还是可圈可点的。可是,除此之外呢?我很是担心到最后,2020年代将带着厄运和灾难的标签被载入史册。也许在这个十年结束之后,全球经济将拥有更好的可持续性。可是现在,眼前全是阴云密布。</p>","source":"txmg","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>末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉</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; 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}\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末日博士鲁比尼:美股自欺欺人,V型复苏只是错觉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-19 21:28 北京时间 <a href=https://new.qq.com/omn/20200615/20200615A0SG7G00.html><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鲁比尼(Nouriel Roubini)是全球最具知名度的经济学家之一。十多年前,这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一,而十多年后,他也是早早就警告说,新冠病毒疫情将造成极为严重的经济后果。当下,各国股市,尤其是美国股市的投资者,似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下,美股现在已经恢复到与年初大致相当的水平。然而,在最新一期《明镜》周刊的访谈...</p>\n\n<a href=\"https://new.qq.com/omn/20200615/20200615A0SG7G00.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/4058ebed3ef6c29be7de65c08686d1d9","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://new.qq.com/omn/20200615/20200615A0SG7G00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147841401","content_text":"鲁比尼(Nouriel Roubini)是全球最具知名度的经济学家之一。十多年前,这位纽约大学教授是少数准确预测到房地产泡沫破灭和之后金融危机的人之一,而十多年后,他也是早早就警告说,新冠病毒疫情将造成极为严重的经济后果。当下,各国股市,尤其是美国股市的投资者,似乎已经将他的警告抛到了脑后。在全球经济V型复苏的预期支撑下,美股现在已经恢复到与年初大致相当的水平。然而,在最新一期《明镜》周刊的访谈当中,鲁比尼再度发出了警告,指出这种预期根本就是站不住脚的。事实就是,无论对于美国还是欧洲经济而言,这个漫长而又炎热的夏季注定难熬。以下即鲁比尼的访谈全文问:现在,新冠病毒疫情已经重创了全球经济,数以百万计的人失去了自己的工作。这场危机的严重程度已经可以和1930年代大萧条相提并论了吗?答:今天的崩溃局面甚至要比那时更加严重。当初从1929年开始,危机彻底显现出来其实是耗费了若干年的时间,然而今天,一切简直像是列车失事的慢动作播放。现在,全球经济几周之内就宣告崩溃,单单在美国,就有超过4000万人失业。许多人都相信,经济将迅速卷土重来,但这其实是一种谬误。问:这就是说,虽然有规模惊人的刺激计划的出台,但是你并不相信所谓V型复苏的预测。可是,5月间,就新增了250万就业机会。答:当然,我们在今年下半年是可能看到某种程度的反弹的。只不过,那不会是真正的反弹,而只会是一种错觉。经济的下滑是如此陡峭,因此到了某个节点有所反弹,其实是必然的事情。只是,这样的变化根本不足以抵消之前巨大的崩溃。即便到了2021年的年底,美国经济预计将仍然不及2020年年初的水平,毕竟太多东西都分崩离析了。到那时,失业率预计将依然居于16%或者17%的样子——要知道,在上次金融危机期间,失业率也不过只有10%。5月间固然新增了240万非农支薪人口,但是在之前的几个月当中,已经有足足4200万人丢掉了工作。真实失业率其实要比官方数字显示的高得多。问:股市显然不是像你这样看待眼前局面的,股价现在已经基本涨到了和今年年初相当的高度。答:股市是在自欺欺人。投资者押注,赌的是还会有进一步的大规模经济政策出台,赌的是企业利润实现V型复苏。可是,对于当前的美国而言,股市已经变成了某种没有意义的存在。问:美国人从什么开始变得不再在意股市的?答:在华尔街,调子是由大企业的股票来定的,尤其是银行和科技板块。这个国家不可能允许大银行和大科技公司完蛋,所以他们肯定会平安度过危机。当然,他们也会被迫裁员,削减成本,但是到最后,他们手中的市场权力将变得比过去更为强大。可是,在所谓“主街”,也就是中小企业这边,就没有那么好的运气了。这些企业正在走向破产。我估计,平均每一秒钟,纽约城就有一家餐厅关张,但是麦当劳肯定能够活下来。当然,问题还不仅限于此。问:还有呢?答:最富有的10%美国人掌握着80%的股市财富,而75%的美国人手中没有任何股票。美联储的调查研究还发现,40%的美国人在紧急状况下连400美元都拿不出来。我们现在正在经历紧急状况。整个系统已经生病了,现在那么多人走上街头,本质上也是因为这个。问:你的意思是说,现在的反种族主义抗议活动,是有着社会因素背景的?答:当然!我居住在下曼哈顿的包厘街,在这里,四分之三的示威者都是白人。他们许多人都很年轻,属于所谓城市“不稳定无产者”。在发达国家当中,这个人群已经取代了“无产阶级”,即过去的体力劳动者,成为了新的底层。他们虽然往往也有大学学历,但是从事的往往都是临时工、短工、小时工、零工和独立合同人这样的工作。这些人不属于标准的全职就业者,足足三个月都没有接受到国家层面的财富转移了。现在,他们连房租和话费都交不起了,至于水电,很多人都已经被断掉了。他们正在走入一个漫长而炎热的夏季。问:这是否意味着,特朗普连任成功的概率将会大幅度降低?答:完全正确。不过,拜登必须以非常大的优势胜出,才能确保特朗普乖乖认输。不过,我认为这一幕不大可能成为现实。更加可能的两种局面是:一,特朗普虽然在白人劳工群体当中的支持率有所降低,但他还是能够以最小的优势保住白宫的办公室;二,特朗普以很小的劣势落败,但是他拒绝接受这一结果。问:你的意思是说,他会设置种种障碍,阻止拜登接收白宫?答:当然如此。只是,特朗普不会像当年的戈尔那样,在一些地区选票极为接近的情况下诉诸最高法院,要求重新计票。相反,他会指责其他的国家,指责黑人或者移民,像那些“香蕉共和国”的独裁者一样。他会号召自己的支持者武装起来——荷枪实弹的白人法西斯分子,美国已经颇有不少了。他事实上经常提醒自己的支持者,宪法第二修正案允许美国人拥枪。问:那种场景就实在太可怕了。特朗普恐怕也会把经济问题的锅甩到美联储头上。他现在就希望美联储进一步降低利率。答:美联储现在其实已经做了太多本不该做或不必做的事情。他们向市场注入海量的流动性,拯救了银行、金融投资者、对冲基金、资产经理人。在短期内,为了避免发生通货紧缩,这样做还无可厚非。可是,现在美国的债务水平是如此之高,以至于如果利率不是超低,政府和企业就无法进行再融资。为了确保不出麻烦,美联储大量购买债券,推高后者的价格,以打压利率。长期角度看来,问题就在于,美联储的这种操作是无法退出的。现在,美联储和全球各大其他央行都是处在完全相同的困境当中。问:你是否在说,央行们已经丧失掉了独立性?答:显而易见。看吧,2018年12月时,美联储主席鲍威尔宣布他将要提高利率,同时停止购债,以缩减资产负债表规模。结果就是,股市应声大跌20%。鲍威尔被迫迅速改弦更张,而现在,美联储资产负债表的规模已经两倍于当时。长期角度说来,这一切最终必将导致通货膨胀抬头。问:在如此众多的人群失业,经济并没有真正开始增长的情况下,怎么可能会爆发通胀问题呢?答:因为我们将经历一场供应面的严重打击。听起来,这说法似乎有点过于技术性了,但是解释起来并不复杂。问:请继续讲一下。答:多年以来,全球化一直强力压制着劳动力和生产成本,哪怕是只看印度和中国拥有25亿廉价劳动力这一事实,你就可以很容易明白这一点。可是,金融危机以来,全球化已经走过了其顶点,开始下行,而疫情的大爆发又加剧了这一趋势。我们正在目睹“再国家化”,目睹全球供应链的重置,目睹国际贸易局势再度走向紧张。问:因此你认为价格会全面上涨?答:我们可以拿5G技术做例子。与华为的技术相比,诺基亚和爱立信的价格要高30%,效率却要低20%。这也就意味着,一个国家出于某种理由要抵制华为的5G,那么,对于他们而言,各种终端产品的价格便会自动上涨。这些最终总会指向通货膨胀。问:可是,在那种情况下,利率难道不是就必须要提高了吗?答:教科书会给出肯定的回答,但是在现实中,这样的事情却不会发生。不然的话,各个国家和企业的预算和资产负债表就将被轰成粉碎。问:欧洲突然做出以债务货币化稳定经济的决定,你对他们这一做法的力度感到吃惊吗?答:一点都不吃惊。毕竟,一切都是为了确保欧元区的完整和继续存在。如果不采取这样的非常手段,那些外围国家,尤其是意大利,恐怕就要陷入崩溃,离开统一货币区。到那时才是真的完蛋了。问:德国和法国计划联手推出5000亿欧元的援助计划,而德国财政部长朔尔茨(Olaf Scholz)宣称,这意味着欧洲来到了“汉密尔顿时刻”。汉密尔顿(Alexander Hamilton)是美国首任财长,美国财政体系的奠基人。朔尔茨是否有点夸大其词了?答:当然,他是言过其实了。这个计划本身很好,很靠谱,但是说就此可以奠定欧洲联邦国家的基础就过分了,因为有两个关键的先决条件未能满足。首先是债务共同化——现在,意大利的债务依然只是意大利自家的。其次是一个相对于欧元区国内生产总值,达到足够规模的共同预算,比如占比20%到30%,而现在实际上只有2%。问:从德国的立场上看,德国政府这一次的决定已经称得起是革命性的了。答:你总不能对一切都说不!柏林如果总是一方面反对欧盟预算增长,反对欧洲央行扮演更重要的角色,一方面却对之前的努力始终无法取得进展感到吃惊,那可是不行的。这样下去,欧洲就完蛋了!好在,默克尔总理这次及时意识到了局面的危急程度。与此同时,她的支持率如此之高,又给了她推动一切通过的资本。事实上,我非常怀疑如果拖到默克尔的继任者,不管是谁成为政党领袖和总理,恐怕都不可能做到这一点了。问:不过,下一场危机现在已经隐隐出现在地平线上了——英国脱欧。英国人会再度要求延长过渡期吗?答:我经常会接触到英国下院的人们,而我的印象就是,他们显然是倾向于硬脱欧的。伦敦并不愿意接受一个类似欧盟与加拿大之间那样的自由贸易协定,英国政府其实是想要干干净净的一刀两断。当然,这有点疯狂。到那时,货车会在海关排起大队,欧洲股市会暴跌,英国经济和欧元区经济都会遭到重创,差别只是程度而已。问:是否还有什么能够让你看到希望的地方?答:说到这个,我可需要好好想一想。面对疫情和其后续影响,各国政府的反应速度和力度还是可圈可点的。可是,除此之外呢?我很是担心到最后,2020年代将带着厄运和灾难的标签被载入史册。也许在这个十年结束之后,全球经济将拥有更好的可持续性。可是现在,眼前全是阴云密布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971162957,"gmtCreate":1598885302679,"gmtModify":1704220464916,"author":{"id":"3478152461727734","authorId":"3478152461727734","name":"龙飞凤舞1","avatar":"https://static.tigerbbs.com/44d89817771841a91ff87f4fbcd8da5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478152461727734","authorIdStr":"3478152461727734"},"themes":[],"htmlText":"<a 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08:54","market":"hk","language":"zh","title":"特朗普考虑将蚂蚁集团加入黑名单","url":"https://stock-news.laohu8.com/highlight/detail?id=1135539305","media":"券商中国","summary":"一直都在猜,华为之后,谁将成为美国下一波攻击的中国科技巨头?这个角色逐渐清晰,阿里有浮出水面的意思!北京时间今天早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融","content":"<p><b>一直都在猜,华为之后,谁将成为美国下一波攻击的中国科技巨头?这个角色逐渐清晰,阿里有浮出水面的意思!</b></p><p>北京时间今天早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融科技公司计划公开上市之前,美国国务院已经向特朗普政府提交了一项提议,要求特朗普政府将中国的蚂蚁集团加入交易黑名单。报道称,目前尚不清楚何时决定是否将公司添加到所谓的“实体清单”中,美国政府机构将对此事进行审查。</p><p><b>国庆期间,彭博社曾报道,特朗普政府正在探索蚂蚁集团和腾讯控股的支付系统进行限制,原因是担心他们的数字支付平台威胁着美国的国家安全。而就在前天,媒介也传出,蚂蚁集团上市可能有变。对于上述事件,蚂蚁方面皆有回应。</b></p><p>来看报道!</p><p>美国拟对马云动手?</p><p>仔细观察过去两年美国政府和特朗普的作风就会发现,对于美国的打压,现在真是不能心存任何幻想,不要认为不会发生。通常情况之下,只要是特朗普动了念头的事,没有一个是没有实施的。这一次,似乎轮到了马云。</p><p>北京时间10月15日早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融科技公司计划公开上市之前,美国国务院已经向特朗普政府提交了一项提议,要求特朗普政府将中国的蚂蚁集团加入交易黑名单。报道称,目前尚不清楚何时决定是否将公司添加到所谓的“实体清单”中,美国政府机构将对此事进行审查。</p><p><b>特朗普官员担心蚂蚁可能会给中国政府访问属于美国用户的敏感银行数据的机会。</b></p><p>路透社称,最终用户审查委员会决定要添加到列表中的公司,该委员会包括州、国防、能源和商务部门。国防和商业部拒绝置评,而能源公司没有立即回应置评请求。国务院也没有立即回应置评请求,电子商务巨头阿里巴巴集团控股有限公司的蚂蚁同样拒绝置评。但在最近给路透社的一份声明中强调,该公司仅5%的业务在中国境外。</p><p>实体名单使美国公司向黑名单上的公司出售高科技产品变得更加困难,它已成为特朗普政府惩罚中国公司的首选工具。去年,美国已经将华为加入黑名单,并给该公司带来了较大的负面影响。不过,很多观察人士认为,对像蚂蚁集团这样的金融科技巨头的影响可能更具象征意义。</p><p>此外,分析人士认为,在11月3日大选前夕,美国总统唐纳德·特朗普在民调中一直大幅落后其民主党竞争对手乔·拜登。这个时候打出一张中国牌,可能是他竞选策略的一部分。对中国采取了强硬措施,这是一个重要的外交政策选择。</p><p>蚂蚁IPO之路添堵</p><p>蚂蚁集团目前正在谋划IPO上市。该公司将在上海和香港两地上市,募资可能高达创纪录的350亿美元。在这个时候,特朗普政府出此一招,可能也意味着美国的强硬派正在寻求传达信息,以阻止美国投资者参与蚂蚁集团的首次公开募股。</p><p>已成功敦促特朗普政府对中国公司进行调查的参议员马可·鲁比奥(Marco Rubio)上周呼吁,美国政府应该考虑推迟蚂蚁集团首次公开募股的选择,这表明反对该公司的压力越来越大。</p><p>此次IPO的香港部分是中国国际金融集团、花旗集团、摩根大通和摩根士丹利(Morgan Stanley)发起的,是在上海和香港双重上市的一部分。瑞士信贷正在担任全球联合协调员。高盛也参与其中。</p><p>同样是来自路透社的消息,三位知情人士表示,中国证券监管机构正在调查金融科技巨头蚂蚁集团计划进行的350亿美元股票上市的潜在利益冲突,推迟了可能成为全球最大IPO的批准。</p><p><b>蚂蚁集团表示,上海和香港两地上市计划在获得必需的监管批准方面正取得“稳步进展”。该公司发言人在回复的电邮中称,蚂蚁集团的上市计划与其它A+H股上市一样没有明确的时间表,发言人称,任何关于我们时间表的猜测都没有根据。</b></p><p>蚂蚁是中国领先的移动支付公司,通过移动应用程序提供贷款、支付、保险和资产管理服务。蚂蚁公司位于中国东部城市杭州,由阿里巴巴集团控股有限公司拥有33%的股份,并由阿里巴巴创始人马云控制。</p><p>与腾讯微信支付平台一样,蚂蚁金服的支付宝平台主要用于拥有人民币账户的中国公民。它与美国的大多数互动都是与接受中国旅客和该国企业利用支付平台付款的商人有关。</p><p>此前传出限制支付系统的消息</p><p>国庆期间其实就有消息传出,美国政府在九月份就有过探索限制中国两大支付平台的动议。据彭博社报道,知情人士称,特朗普政府正在探索对亿万富翁马云的蚂蚁集团和腾讯控股有限公司的限制,原因是担心它们的数字支付平台威胁着美国的国家安全。</p><p><b>两名知情人士说,高级行政官员在9月30日于白宫情况室举行的会议上讨论了这个想法。然而,官员们承认,在他们弄清该机制之前,很难前进,而且事实证明,在官员们寻求法律上合理性时,亦少有收获。一位知情人士说,在官员开会讨论中国的一天后,总统患了冠状病毒,而在此后的几天中,这个问题并没有取得太大进展。</b></p><p>据不愿意透露姓名的知情人士说,当时尽管还没有最终决定,但关于如何以及是否限制蚂蚁集团和腾讯的支付系统的辩论已经在美国高级官员中加快。美国官员担心蚂蚁集团和其他中国金融科技平台将主导全球数字支付。反过来,这又可以使中国访问亿万人口的银行业务和个人数据。</p><p>蚂蚁集团在当时发布的一份声明中表示,不知道任何有关行政部门的讨论,并且“其业务主要在中国,对在中国市场的增长前景感到兴奋”。当时腾讯没有立即回应置评请求,白宫,财政部和国务院的通讯人员均拒绝置评,美国贸易代表办公室和商务部也没有立即回复置评请求。</p><p>如今,随着特朗普病情好转,似乎他又开始折腾了。当然,他也别无选择,不得不折腾。</p>","collect":0,"html":"<!DOCTYPE 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}\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特朗普考虑将蚂蚁集团加入黑名单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2020-10-15 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>一直都在猜,华为之后,谁将成为美国下一波攻击的中国科技巨头?这个角色逐渐清晰,阿里有浮出水面的意思!</b></p><p>北京时间今天早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融科技公司计划公开上市之前,美国国务院已经向特朗普政府提交了一项提议,要求特朗普政府将中国的蚂蚁集团加入交易黑名单。报道称,目前尚不清楚何时决定是否将公司添加到所谓的“实体清单”中,美国政府机构将对此事进行审查。</p><p><b>国庆期间,彭博社曾报道,特朗普政府正在探索蚂蚁集团和腾讯控股的支付系统进行限制,原因是担心他们的数字支付平台威胁着美国的国家安全。而就在前天,媒介也传出,蚂蚁集团上市可能有变。对于上述事件,蚂蚁方面皆有回应。</b></p><p>来看报道!</p><p>美国拟对马云动手?</p><p>仔细观察过去两年美国政府和特朗普的作风就会发现,对于美国的打压,现在真是不能心存任何幻想,不要认为不会发生。通常情况之下,只要是特朗普动了念头的事,没有一个是没有实施的。这一次,似乎轮到了马云。</p><p>北京时间10月15日早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融科技公司计划公开上市之前,美国国务院已经向特朗普政府提交了一项提议,要求特朗普政府将中国的蚂蚁集团加入交易黑名单。报道称,目前尚不清楚何时决定是否将公司添加到所谓的“实体清单”中,美国政府机构将对此事进行审查。</p><p><b>特朗普官员担心蚂蚁可能会给中国政府访问属于美国用户的敏感银行数据的机会。</b></p><p>路透社称,最终用户审查委员会决定要添加到列表中的公司,该委员会包括州、国防、能源和商务部门。国防和商业部拒绝置评,而能源公司没有立即回应置评请求。国务院也没有立即回应置评请求,电子商务巨头阿里巴巴集团控股有限公司的蚂蚁同样拒绝置评。但在最近给路透社的一份声明中强调,该公司仅5%的业务在中国境外。</p><p>实体名单使美国公司向黑名单上的公司出售高科技产品变得更加困难,它已成为特朗普政府惩罚中国公司的首选工具。去年,美国已经将华为加入黑名单,并给该公司带来了较大的负面影响。不过,很多观察人士认为,对像蚂蚁集团这样的金融科技巨头的影响可能更具象征意义。</p><p>此外,分析人士认为,在11月3日大选前夕,美国总统唐纳德·特朗普在民调中一直大幅落后其民主党竞争对手乔·拜登。这个时候打出一张中国牌,可能是他竞选策略的一部分。对中国采取了强硬措施,这是一个重要的外交政策选择。</p><p>蚂蚁IPO之路添堵</p><p>蚂蚁集团目前正在谋划IPO上市。该公司将在上海和香港两地上市,募资可能高达创纪录的350亿美元。在这个时候,特朗普政府出此一招,可能也意味着美国的强硬派正在寻求传达信息,以阻止美国投资者参与蚂蚁集团的首次公开募股。</p><p>已成功敦促特朗普政府对中国公司进行调查的参议员马可·鲁比奥(Marco Rubio)上周呼吁,美国政府应该考虑推迟蚂蚁集团首次公开募股的选择,这表明反对该公司的压力越来越大。</p><p>此次IPO的香港部分是中国国际金融集团、花旗集团、摩根大通和摩根士丹利(Morgan Stanley)发起的,是在上海和香港双重上市的一部分。瑞士信贷正在担任全球联合协调员。高盛也参与其中。</p><p>同样是来自路透社的消息,三位知情人士表示,中国证券监管机构正在调查金融科技巨头蚂蚁集团计划进行的350亿美元股票上市的潜在利益冲突,推迟了可能成为全球最大IPO的批准。</p><p><b>蚂蚁集团表示,上海和香港两地上市计划在获得必需的监管批准方面正取得“稳步进展”。该公司发言人在回复的电邮中称,蚂蚁集团的上市计划与其它A+H股上市一样没有明确的时间表,发言人称,任何关于我们时间表的猜测都没有根据。</b></p><p>蚂蚁是中国领先的移动支付公司,通过移动应用程序提供贷款、支付、保险和资产管理服务。蚂蚁公司位于中国东部城市杭州,由阿里巴巴集团控股有限公司拥有33%的股份,并由阿里巴巴创始人马云控制。</p><p>与腾讯微信支付平台一样,蚂蚁金服的支付宝平台主要用于拥有人民币账户的中国公民。它与美国的大多数互动都是与接受中国旅客和该国企业利用支付平台付款的商人有关。</p><p>此前传出限制支付系统的消息</p><p>国庆期间其实就有消息传出,美国政府在九月份就有过探索限制中国两大支付平台的动议。据彭博社报道,知情人士称,特朗普政府正在探索对亿万富翁马云的蚂蚁集团和腾讯控股有限公司的限制,原因是担心它们的数字支付平台威胁着美国的国家安全。</p><p><b>两名知情人士说,高级行政官员在9月30日于白宫情况室举行的会议上讨论了这个想法。然而,官员们承认,在他们弄清该机制之前,很难前进,而且事实证明,在官员们寻求法律上合理性时,亦少有收获。一位知情人士说,在官员开会讨论中国的一天后,总统患了冠状病毒,而在此后的几天中,这个问题并没有取得太大进展。</b></p><p>据不愿意透露姓名的知情人士说,当时尽管还没有最终决定,但关于如何以及是否限制蚂蚁集团和腾讯的支付系统的辩论已经在美国高级官员中加快。美国官员担心蚂蚁集团和其他中国金融科技平台将主导全球数字支付。反过来,这又可以使中国访问亿万人口的银行业务和个人数据。</p><p>蚂蚁集团在当时发布的一份声明中表示,不知道任何有关行政部门的讨论,并且“其业务主要在中国,对在中国市场的增长前景感到兴奋”。当时腾讯没有立即回应置评请求,白宫,财政部和国务院的通讯人员均拒绝置评,美国贸易代表办公室和商务部也没有立即回复置评请求。</p><p>如今,随着特朗普病情好转,似乎他又开始折腾了。当然,他也别无选择,不得不折腾。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135539305","content_text":"一直都在猜,华为之后,谁将成为美国下一波攻击的中国科技巨头?这个角色逐渐清晰,阿里有浮出水面的意思!北京时间今天早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融科技公司计划公开上市之前,美国国务院已经向特朗普政府提交了一项提议,要求特朗普政府将中国的蚂蚁集团加入交易黑名单。报道称,目前尚不清楚何时决定是否将公司添加到所谓的“实体清单”中,美国政府机构将对此事进行审查。国庆期间,彭博社曾报道,特朗普政府正在探索蚂蚁集团和腾讯控股的支付系统进行限制,原因是担心他们的数字支付平台威胁着美国的国家安全。而就在前天,媒介也传出,蚂蚁集团上市可能有变。对于上述事件,蚂蚁方面皆有回应。来看报道!美国拟对马云动手?仔细观察过去两年美国政府和特朗普的作风就会发现,对于美国的打压,现在真是不能心存任何幻想,不要认为不会发生。通常情况之下,只要是特朗普动了念头的事,没有一个是没有实施的。这一次,似乎轮到了马云。北京时间10月15日早上,路透社独家报道,特朗普政府考虑将中国蚂蚁集团加入黑名单。两名知情人士说,在这家金融科技公司计划公开上市之前,美国国务院已经向特朗普政府提交了一项提议,要求特朗普政府将中国的蚂蚁集团加入交易黑名单。报道称,目前尚不清楚何时决定是否将公司添加到所谓的“实体清单”中,美国政府机构将对此事进行审查。特朗普官员担心蚂蚁可能会给中国政府访问属于美国用户的敏感银行数据的机会。路透社称,最终用户审查委员会决定要添加到列表中的公司,该委员会包括州、国防、能源和商务部门。国防和商业部拒绝置评,而能源公司没有立即回应置评请求。国务院也没有立即回应置评请求,电子商务巨头阿里巴巴集团控股有限公司的蚂蚁同样拒绝置评。但在最近给路透社的一份声明中强调,该公司仅5%的业务在中国境外。实体名单使美国公司向黑名单上的公司出售高科技产品变得更加困难,它已成为特朗普政府惩罚中国公司的首选工具。去年,美国已经将华为加入黑名单,并给该公司带来了较大的负面影响。不过,很多观察人士认为,对像蚂蚁集团这样的金融科技巨头的影响可能更具象征意义。此外,分析人士认为,在11月3日大选前夕,美国总统唐纳德·特朗普在民调中一直大幅落后其民主党竞争对手乔·拜登。这个时候打出一张中国牌,可能是他竞选策略的一部分。对中国采取了强硬措施,这是一个重要的外交政策选择。蚂蚁IPO之路添堵蚂蚁集团目前正在谋划IPO上市。该公司将在上海和香港两地上市,募资可能高达创纪录的350亿美元。在这个时候,特朗普政府出此一招,可能也意味着美国的强硬派正在寻求传达信息,以阻止美国投资者参与蚂蚁集团的首次公开募股。已成功敦促特朗普政府对中国公司进行调查的参议员马可·鲁比奥(Marco Rubio)上周呼吁,美国政府应该考虑推迟蚂蚁集团首次公开募股的选择,这表明反对该公司的压力越来越大。此次IPO的香港部分是中国国际金融集团、花旗集团、摩根大通和摩根士丹利(Morgan Stanley)发起的,是在上海和香港双重上市的一部分。瑞士信贷正在担任全球联合协调员。高盛也参与其中。同样是来自路透社的消息,三位知情人士表示,中国证券监管机构正在调查金融科技巨头蚂蚁集团计划进行的350亿美元股票上市的潜在利益冲突,推迟了可能成为全球最大IPO的批准。蚂蚁集团表示,上海和香港两地上市计划在获得必需的监管批准方面正取得“稳步进展”。该公司发言人在回复的电邮中称,蚂蚁集团的上市计划与其它A+H股上市一样没有明确的时间表,发言人称,任何关于我们时间表的猜测都没有根据。蚂蚁是中国领先的移动支付公司,通过移动应用程序提供贷款、支付、保险和资产管理服务。蚂蚁公司位于中国东部城市杭州,由阿里巴巴集团控股有限公司拥有33%的股份,并由阿里巴巴创始人马云控制。与腾讯微信支付平台一样,蚂蚁金服的支付宝平台主要用于拥有人民币账户的中国公民。它与美国的大多数互动都是与接受中国旅客和该国企业利用支付平台付款的商人有关。此前传出限制支付系统的消息国庆期间其实就有消息传出,美国政府在九月份就有过探索限制中国两大支付平台的动议。据彭博社报道,知情人士称,特朗普政府正在探索对亿万富翁马云的蚂蚁集团和腾讯控股有限公司的限制,原因是担心它们的数字支付平台威胁着美国的国家安全。两名知情人士说,高级行政官员在9月30日于白宫情况室举行的会议上讨论了这个想法。然而,官员们承认,在他们弄清该机制之前,很难前进,而且事实证明,在官员们寻求法律上合理性时,亦少有收获。一位知情人士说,在官员开会讨论中国的一天后,总统患了冠状病毒,而在此后的几天中,这个问题并没有取得太大进展。据不愿意透露姓名的知情人士说,当时尽管还没有最终决定,但关于如何以及是否限制蚂蚁集团和腾讯的支付系统的辩论已经在美国高级官员中加快。美国官员担心蚂蚁集团和其他中国金融科技平台将主导全球数字支付。反过来,这又可以使中国访问亿万人口的银行业务和个人数据。蚂蚁集团在当时发布的一份声明中表示,不知道任何有关行政部门的讨论,并且“其业务主要在中国,对在中国市场的增长前景感到兴奋”。当时腾讯没有立即回应置评请求,白宫,财政部和国务院的通讯人员均拒绝置评,美国贸易代表办公室和商务部也没有立即回复置评请求。如今,随着特朗普病情好转,似乎他又开始折腾了。当然,他也别无选择,不得不折腾。","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309878154,"gmtCreate":1602662689378,"gmtModify":1703827321153,"author":{"id":"3478152461727734","authorId":"3478152461727734","name":"龙飞凤舞1","avatar":"https://static.tigerbbs.com/44d89817771841a91ff87f4fbcd8da5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478152461727734","authorIdStr":"3478152461727734"},"themes":[],"htmlText":"<a 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