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龙腾虎乐

龙腾虎乐

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03-04

$美国超微公司(AMD)$ 真牛🐮

09-20

2022-11-30

$纳斯达克(.IXIC)$ 今天有可能暴跌[愤怒] 各种消息综合评估暴跌即将开始，闪了

2021-05-26

这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666]

抱歉，原内容已删除

2022-10-14

自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]

A股盘前播报 | “光伏茅”前三季预盈110亿左右我国牵头的首个自动驾驶测试场景国际标准正式发布

2021-09-24

$新东方(EDU)$被逼无奈的业务转型裁员属于很正常的操作行为

2021-03-06

$纳斯达克(.IXIC)$每一次拉升都是出货的好机会，我先把话放这儿，这轮调整远没到底

2021-02-19

$苹果(AAPL)$终于像个男人了[得意] [得意]

2021-08-20

自动驾驶几年内都是个梦，造车还是比较靠谱儿的事儿

抱歉，原内容已删除

2021-08-04

$阿里巴巴(BABA)$不管下调多少，离目标价还有很大空间，踏踏实实涨吧[看涨] [看涨] [看涨]

2021-06-08

比特币本来就是个韭菜收割机，马斯克利用自己的网红声望为公司赢得额外利润，无可厚非[强] [强] [666] [666]

抱歉，原内容已删除

2021-03-27

$知乎(ZH)$破发有破发的玩儿法，照样挣钱[财迷] [财迷] [财迷]

2021-02-03

$AMC院线(AMC)$该走就走啊[财迷]

2020-12-22

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$女股神，不服不行！

2021-07-29

$容联云(RAAS)$这个业绩表现是打算退市的吧！投资机构都被套了[捂脸] [捂脸] [捂脸]

2021-03-08

$纳斯达克(.IXIC)$貌似真的要崩盘了[晕] [晕] [晕]

2021-02-17

$Tilray Inc.(TLRY)$不急，拿着玩儿吧！刚刚拉起来，看看能拉到多少[财迷] [财迷]

2023-07-20

$PayPal(PYPL)$ 跑了[财迷]

2021-03-06

$蔚来(NIO)$20见了[财迷] [财迷]

2021-04-28

$AMD(AMD)$又跑了[财迷]

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继续涨📈","images":[{"img":"https://static.tigerbbs.com/c59d81daf52b6f24ca1f93caea4ebc25","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/380853803598152","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/a2f3cf18d9385e273efad9ac0cebbc66","crmLevel":2,"crmLevelSwitch":1,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"感觉最近又开始有向上的趋势了","text":"感觉最近又开始有向上的趋势了","html":"感觉最近又开始有向上的趋势了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":374789734060248,"gmtCreate":1732509945175,"gmtModify":1732509947279,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......","listText":"对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......","text":"对比互联网发展的节奏（2000左右开始的），第一波的龙头是卖设备的，比如思科、SUN等，第二波是软件类，第三波是平台类.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374789734060248","repostId":"2486072588","repostType":4,"repost":{"id":"2486072588","kind":"news","pubTimestamp":1732507394,"share":"https://www.laohu8.com/m/news/2486072588?lang=&edition=full","pubTime":"2024-11-25 12:03","market":"us","language":"zh","title":"英伟达不再是焦点了？AI交易已经变了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2486072588","media":"华尔街见闻","summary":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。","content":"<html><head></head><body><blockquote><p><strong>美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。</strong></p></blockquote><p style=\"text-align: justify;\">当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.</p><p style=\"text-align: justify;\">美国银行在11月21日的报告中指出：</p><blockquote><p style=\"text-align: justify;\">AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b38b1f29a4d33bb1f10f3e19907bb464\" tg-width=\"390\" tg-height=\"366\"/></p><p style=\"text-align: justify;\"><strong>美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：</strong></p><blockquote><p style=\"text-align: justify;\">不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。<strong>随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。</strong></p></blockquote><h2 id=\"id_4155300116\">从知识工作者到体力劳动者，AI应用持续拓展</h2><p style=\"text-align: justify;\">具体来看，美银指出，AI应用持续蓬勃发展：</p><blockquote><p style=\"text-align: justify;\">新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。<strong>我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。</strong></p></blockquote><p style=\"text-align: justify;\">美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。</p><blockquote><p style=\"text-align: justify;\">AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。</p></blockquote><p style=\"text-align: justify;\">美银强调，机器人拓宽了AI应用范围：</p><blockquote><p style=\"text-align: justify;\">新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，<strong>尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。</strong>其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。</p></blockquote><p style=\"text-align: justify;\">对于劳动力市场影响方面，美银表示：</p><blockquote><p style=\"text-align: justify;\">AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。</p></blockquote><h2 id=\"id_1878684510\">投资者关注点转移到AI第二阶段</h2><p style=\"text-align: justify;\">美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：</p><blockquote><p style=\"text-align: justify;\">不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。<strong>随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。</strong>因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。</p></blockquote><p style=\"text-align: justify;\">美银列举了AI受益的三大发展阶段：</p><blockquote><p style=\"text-align: justify;\">第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。</p><p style=\"text-align: justify;\">第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。</p><p style=\"text-align: justify;\">第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360fda72962bf5ae8b25bc268a7ca139\" tg-width=\"539\" tg-height=\"504\"/></p><p><br/></p></body></html>","source":"wallstreetcn_hot_news","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>英伟达不再是焦点了？AI交易已经变了！</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英伟达不再是焦点了？AI交易已经变了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 12:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3735079><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3735079\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3a90da05b9d39488005bdb9ca261d33","relate_stocks":{"BK4141":"半导体产品","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) 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NVIDIA"},"source_url":"https://wallstreetcn.com/articles/3735079","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486072588","content_text":"美银认为，市场焦点已经进入AI受益交易的第二阶段——软件股与Agentic AI，随着软件“AI时刻”到来，其货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。当下市场存在AI创新速度放缓的质疑声，但美银认为AI技术变革实际正在加速，而且市场焦点已经进入交易第二阶段——软件股与AI代理Agentic AI.美国银行在11月21日的报告中指出：AI技术快速发展，几乎每天都有新的突破。AI能力范围广泛，包括完成软件工程任务、提供客户服务、预订旅行，甚至可以用于精密手术或车辆组装等。Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人。美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益者的第二阶段：不要低估AI在这个阶段的短期颠覆潜力，整个AI投资领域，特别是软件股，市场不太可能完全定价。随着软件“AI时刻”到来，AI货币化预计将在2025年开始，并在2026年随着企业采用加速而变得具有意义。从知识工作者到体力劳动者，AI应用持续拓展具体来看，美银指出，AI应用持续蓬勃发展：新的、颠覆性的AI能力似乎正在以每周，甚至每天的速度出现，AI能力的发展速度如此之快，以至于AI代理可能完成端到端的软件工程任务。我们预计最新的Agentic AI浪潮将催化加速开发和部署AI驱动的应用程序，以及工业和商业机器人，这可能会比投资者预期的更早地改变全球经济。美银表示，AI代理型技术的进步不仅改善了现有工具，还催生了新的应用。AI软件目前展示的只是未来可能性的冰山一角。OpenAI和Anthropic的模型最近展示了具有博士水平能力，Mistral的新模型在视觉能力任务上表现出色。微软和谷歌也推出了增强AI代理功能的新产品，谷歌Gemini AI推出记忆功能以实现个性化，Perplexity与Stripe合作推出了Buy With Pro购物平台，甚至用于评估模型性能的基准也在提高。美银强调，机器人拓宽了AI应用范围：新兴的机器人能力可能会在仓储、餐饮、建筑等多个领域产生颠覆性影响，尽管全球工业机器人安装的增长尚未加速，但预计到2026年，通用机器人将以较低的成本进入市场。其中，中国在2023年占据了51%的新安装份额，以及41%的运营机器人份额。对于劳动力市场影响方面，美银表示：AI技术的进步可能会影响广泛的职业，从知识工作者到体力劳动者。尽管短期内不太可能出现大规模的AI驱动的劳动力替代，但随着AI代理和机器人的普及，竞争将变得越来越激烈。到2030年，代理AI可能填补1000万全球卫生工作者的短缺。投资者关注点转移到AI第二阶段美银进一步指出，随着AI应用的普及，市场焦点也转移到AI受益的第二阶段：不仅仅是半导体公司和大型云服务提供商，标普指数公司在财报和会议上越来越多地提及AI。随着企业AI采用在2025年增加并在2026年加速，未来一年关注点将转移到AI受益者的第二阶段，特别是软件公司。因在Agentic AI上的布局，美银对Microsoft、Salesforce、Adobe等大公司表示青睐，而NICE、Informatica、Zeta等中小市值公司也被视为有潜力的目标公司。美银列举了AI受益的三大发展阶段：第一阶段：预计AI受益者将从英伟达扩展到更广泛的半导体领域和云服务提供商（CSPs），这包括大型云服务提供商，以及通信领域内的数据中心房地产投资信托（REITs）。第二阶段：受益者可能会扩展到生产AI驱动应用程序的软件公司，以及生产数据中心基础设施的科技硬件和资本货物公司，如服务器、网络设备以及电气和空调设备。第三阶段：受益者可能会扩展到整合AI产品和服务的公司，如餐饮等消费者服务公司、零售商、银行和金融服务公司等消费者非必需品公司，媒体和娱乐公司，以及生物制药和医疗设备公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374330264297768,"gmtCreate":1732419544084,"gmtModify":1732421239882,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a> 比较适合玩儿波段的东东[得意]&nbsp; [得意]&nbsp;&nbsp;","listText":"<a 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Fitzgerald分析师称，“今年一些太空公司股票表现远超市场平均水平。”分析师将此归因于所谓的“特朗普-马斯克交易”，反映出当选总统特朗普与SpaceX首席执行官埃隆·马斯克之间的密切关系。特朗普和马斯克的合作被认为可能对特朗普的太空政策产生重大影响。随着特朗普政府的政策支持和马斯克的影响，市场对太空行业的前景持续看好。","content":"<html><head></head><body><p><strong>“特朗普-马斯克交易”推动太空股飙升</strong></p><ul style=\"\"><li><p>Cantor Fitzgerald分析师称，“今年一些太空公司股票表现远超市场平均水平。”</p></li><li><p>市场对太空行业整体看涨，预计在特朗普政府的带动下将继续增长。</p></li></ul><p>2024年总统大选后，多只专注于太空领域的股票，如 <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> 和 <a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a> ，股价大幅上涨。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd8a498b07465bbe31b20aedb8de9ef3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/596c0c0b0328156c87c834bd4b2fa16c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>分析师将此归因于所谓的“特朗普-马斯克交易”，反映出当选总统特朗普与SpaceX首席执行官埃隆·马斯克之间的密切关系。</p><p>特朗普与马斯克似乎建立了紧密的友谊，两人频繁共同出席活动，甚至在特朗普的海湖庄园共度时光。本周二，特朗普更是与马斯克一同在德克萨斯州的“星舰基地”观赏了SpaceX的“星舰”发射。</p><p>特朗普和马斯克的合作被认为可能对特朗普的太空政策产生重大影响。特朗普在其前任期内创立了美国最新的军事部门“太空军”，显示其对太空科技的重视。</p><p>Cantor Fitzgerald分析师Andres Sheppard在接受CNBC采访时表示：“这次大选后的市场反弹明显反映在这个行业中。”他补充道：“未来太空行业的繁荣将因国家安全需求、阿尔忒弥斯计划重返月球以及马斯克将人类送上火星的宏伟目标而继续扩大。”</p><p>RocketLab首席执行官Peter Beck近期也表达了对特朗普政府太空政策的乐观态度，称其对太空、国家防务及高效合同的关注将对公司发展有利。他说：“当太空行业发展良好时，RocketLab也会表现出色。”</p><p>另一家太空公司 <a href=\"https://laohu8.com/S/PL\">Planet Labs Pbc</a> 过去一个月内股价上涨超过42%。投资者还可以通过 <a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a> 观察更广泛的太空行业表现。</p><p>Sheppard总结道：“今年，太空行业的一些股票是市场中表现最突出的板块之一。”随着特朗普政府的政策支持和马斯克的影响，市场对太空行业的前景持续看好。</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>“特朗普-马斯克联盟”引爆太空股，三大热门股票与一只ETF值得关注！</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; 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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-马斯克联盟”引爆太空股，三大热门股票与一只ETF值得关注！\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\">2024-11-21 15:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>“特朗普-马斯克交易”推动太空股飙升</strong></p><ul style=\"\"><li><p>Cantor Fitzgerald分析师称，“今年一些太空公司股票表现远超市场平均水平。”</p></li><li><p>市场对太空行业整体看涨，预计在特朗普政府的带动下将继续增长。</p></li></ul><p>2024年总统大选后，多只专注于太空领域的股票，如 <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> 和 <a href=\"https://laohu8.com/S/LUNR\">Intuitive Machines</a> ，股价大幅上涨。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd8a498b07465bbe31b20aedb8de9ef3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/596c0c0b0328156c87c834bd4b2fa16c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>分析师将此归因于所谓的“特朗普-马斯克交易”，反映出当选总统特朗普与SpaceX首席执行官埃隆·马斯克之间的密切关系。</p><p>特朗普与马斯克似乎建立了紧密的友谊，两人频繁共同出席活动，甚至在特朗普的海湖庄园共度时光。本周二，特朗普更是与马斯克一同在德克萨斯州的“星舰基地”观赏了SpaceX的“星舰”发射。</p><p>特朗普和马斯克的合作被认为可能对特朗普的太空政策产生重大影响。特朗普在其前任期内创立了美国最新的军事部门“太空军”，显示其对太空科技的重视。</p><p>Cantor Fitzgerald分析师Andres Sheppard在接受CNBC采访时表示：“这次大选后的市场反弹明显反映在这个行业中。”他补充道：“未来太空行业的繁荣将因国家安全需求、阿尔忒弥斯计划重返月球以及马斯克将人类送上火星的宏伟目标而继续扩大。”</p><p>RocketLab首席执行官Peter Beck近期也表达了对特朗普政府太空政策的乐观态度，称其对太空、国家防务及高效合同的关注将对公司发展有利。他说：“当太空行业发展良好时，RocketLab也会表现出色。”</p><p>另一家太空公司 <a href=\"https://laohu8.com/S/PL\">Planet Labs Pbc</a> 过去一个月内股价上涨超过42%。投资者还可以通过 <a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a> 观察更广泛的太空行业表现。</p><p>Sheppard总结道：“今年，太空行业的一些股票是市场中表现最突出的板块之一。”随着特朗普政府的政策支持和马斯克的影响，市场对太空行业的前景持续看好。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8a08a7b443da1b5a3aa59e21f97a5c8","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 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20:58","market":"us","language":"zh","title":"美选民起诉马斯克搞抽奖骗局","url":"https://stock-news.laohu8.com/highlight/detail?id=2481605765","media":"市场资讯","summary":"参考消息网11月6日报道据路透社11月5日报道，一些美国登记选民5日拟对埃隆·马斯克进行集体诉讼。他们签署了马斯克关于支持宪法的请愿书，以便有机会赢得他每天提供的100万美元奖金，但现在他们声称这是一场骗局。　　报道称， 亚利桑那州居民杰麦卡弗蒂在得克萨斯州奥斯汀联邦法院提交起诉状称，马斯克和他的美国政治行动委员会虚假地诱使选民签名，声称他们会随机抽取奖金获得者，但奖金获得者是预先确定的。","content":"<html><body><div>\n<p>　　<strong>参考消息网11月6日报道</strong> 据路透社11月5日报道，一些美国登记选民5日拟对埃隆·马斯克进行集体诉讼。他们签署了马斯克关于支持宪法的请愿书，以便有机会赢得他每天提供的100万美元奖金，但现在他们声称这是一场骗局。</p>\n<p>　　报道称， 亚利桑那州居民杰麦卡弗蒂在得克萨斯州奥斯汀联邦法院提交起诉状称，马斯克和他的美国政治行动委员会虚假地诱使选民签名，声称他们会随机抽取奖金获得者，但奖金获得者是预先确定的。</p>\n<p>　　麦卡弗蒂还表示，被告把流量和关注度导向马斯克的社交平台X，收集可以出售的个人信息，例如她的姓名、地址和电话号码，从而从这次发放奖金活动中受益。</p>\n<p>　　在麦卡弗蒂提交起诉状的前一天，费城一名法官拒绝了 费城地区检察官克拉斯纳提出的停止发放奖金的要求，克拉斯纳称这是非法抽奖。</p>\n<p>　　这一裁定在很大程度上是象征性的，因为马斯克并没有计划在美国总统选举之后继续撒钱。</p>\n<p>　　报道称， 这名世界上最富有的人向七个战场州那些签署了一份支持言论自由和拥枪权利的请愿书的选民提供得奖机会。11月5日的起诉状要求对每一名签名者至少赔偿500万美元。</p>\n<p>　　马斯克是得克萨斯州居民，他的电动汽车公司<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>的总部设在奥斯汀。</p>\n<p>　　在民主党副总统哈里斯与共和党人特朗普进行的总统竞选中，马斯克支持后者。（编译/马丹）</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：陈钰嘉 </p>\n</div></body></html>","source":"sina_us","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>美选民起诉马斯克搞抽奖骗局</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美选民起诉马斯克搞抽奖骗局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-06 20:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-11-06/doc-incvcvrt3136279.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>参考消息网11月6日报道 据路透社11月5日报道，一些美国登记选民5日拟对埃隆·马斯克进行集体诉讼。他们签署了马斯克关于支持宪法的请愿书，以便有机会赢得他每天提供的100万美元奖金，但现在他们声称这是一场骗局。\n　　报道称， 亚利桑那州居民杰麦卡弗蒂在得克萨斯州奥斯汀联邦法院提交起诉状称，马斯克和他的美国政治行动委员会虚假地诱使选民签名，声称他们会随机抽取奖金获得者，但奖金获得者是预先确定的。\n　...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-06/doc-incvcvrt3136279.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A 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ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-06/doc-incvcvrt3136279.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481605765","content_text":"参考消息网11月6日报道 据路透社11月5日报道，一些美国登记选民5日拟对埃隆·马斯克进行集体诉讼。他们签署了马斯克关于支持宪法的请愿书，以便有机会赢得他每天提供的100万美元奖金，但现在他们声称这是一场骗局。\n　　报道称， 亚利桑那州居民杰麦卡弗蒂在得克萨斯州奥斯汀联邦法院提交起诉状称，马斯克和他的美国政治行动委员会虚假地诱使选民签名，声称他们会随机抽取奖金获得者，但奖金获得者是预先确定的。\n　　麦卡弗蒂还表示，被告把流量和关注度导向马斯克的社交平台X，收集可以出售的个人信息，例如她的姓名、地址和电话号码，从而从这次发放奖金活动中受益。\n　　在麦卡弗蒂提交起诉状的前一天，费城一名法官拒绝了 费城地区检察官克拉斯纳提出的停止发放奖金的要求，克拉斯纳称这是非法抽奖。\n　　这一裁定在很大程度上是象征性的，因为马斯克并没有计划在美国总统选举之后继续撒钱。\n　　报道称， 这名世界上最富有的人向七个战场州那些签署了一份支持言论自由和拥枪权利的请愿书的选民提供得奖机会。11月5日的起诉状要求对每一名签名者至少赔偿500万美元。\n　　马斯克是得克萨斯州居民，他的电动汽车公司特斯拉的总部设在奥斯汀。\n　　在民主党副总统哈里斯与共和党人特朗普进行的总统竞选中，马斯克支持后者。（编译/马丹）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈钰嘉","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367438737473648,"gmtCreate":1730719310519,"gmtModify":1730719312759,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"黑石两头押注[开心]&nbsp; [开心]&nbsp;&nbsp;","listText":"黑石两头押注[开心]&nbsp; [开心]&nbsp;&nbsp;","text":"黑石两头押注[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367438737473648","repostId":"2480315558","repostType":2,"repost":{"id":"2480315558","kind":"news","pubTimestamp":1730718460,"share":"https://www.laohu8.com/m/news/2480315558?lang=&edition=full","pubTime":"2024-11-04 19:07","market":"hk","language":"zh","title":"史上最烧钱的美国大选，亿万富豪都支持谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=2480315558","media":"国际财闻汇","summary":"2024年美国大选已经破了史上最烧钱的一次选举记录，亿万富豪掷出的真金白银数额逐一曝光。据彭博统计，目前至少有20名亿万富豪向特朗普捐赠2.81亿美元，最大的一笔来自全球首富马斯克的1.19亿美元。至少有24位亿万富豪向哈里斯捐赠1.12亿美元，最大的一笔来自最新加入“战场”的前全球首富、微软创始人比尔·盖茨的5000万美元。然而，自7月成为民主党候选人以来，哈里斯的筹款能力优于特朗普。拜登退出后的第一天，她的竞选团队在24小时内筹集了8100万美元，创下历史记录。","content":"<html><head></head><body><p>2024年美国大选已经破了史上最烧钱的一次选举记录，亿万富豪掷出的真金白银数额逐一曝光。</p><p>据彭博统计，目前至少有20名亿万富豪向特朗普捐赠2.81亿美元，最大的一笔来自全球首富马斯克的1.19亿美元。</p><p>至少有24位亿万富豪向哈里斯捐赠1.12亿美元，最大的一笔来自最新加入“战场”的前全球首富、<a href=\"https://laohu8.com/S/MSFT\">微软</a>创始人比尔·盖茨的5000万美元。</p><p>然而，自7月成为民主党候选人以来，哈里斯的筹款能力优于特朗普。拜登退出后的第一天，她的竞选团队在24小时内筹集了8100万美元，创下历史记录。</p><p><img src=\"https://community-static.tradeup.com/news/10723f7a8cefb89d0662524c195f6dc8\" alt=\"\"/></p></body></html>","source":"fenghuang_stock","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>史上最烧钱的美国大选，亿万富豪都支持谁？</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史上最烧钱的美国大选，亿万富豪都支持谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 19:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.ifeng.com/c/8eEA7qZzns3><strong>国际财闻汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年美国大选已经破了史上最烧钱的一次选举记录，亿万富豪掷出的真金白银数额逐一曝光。据彭博统计，目前至少有20名亿万富豪向特朗普捐赠2.81亿美元，最大的一笔来自全球首富马斯克的1.19亿美元。至少有24位亿万富豪向哈里斯捐赠1.12亿美元，最大的一笔来自最新加入“战场”的前全球首富、微软创始人比尔·盖茨的5000万美元。然而，自7月成为民主党候选人以来，哈里斯的筹款能力优于特朗普。拜登退出后...</p>\n\n<a href=\"https://finance.ifeng.com/c/8eEA7qZzns3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d03b5f12820eb2713bacd0befb30689e","relate_stocks":{"BK4532":"文艺复兴科技持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4567":"ESG概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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INC","BK4581":"高盛持仓","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4504":"桥水持仓","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","DJT":"特朗普媒体科技集团","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD"},"source_url":"https://finance.ifeng.com/c/8eEA7qZzns3","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480315558","content_text":"2024年美国大选已经破了史上最烧钱的一次选举记录，亿万富豪掷出的真金白银数额逐一曝光。据彭博统计，目前至少有20名亿万富豪向特朗普捐赠2.81亿美元，最大的一笔来自全球首富马斯克的1.19亿美元。至少有24位亿万富豪向哈里斯捐赠1.12亿美元，最大的一笔来自最新加入“战场”的前全球首富、微软创始人比尔·盖茨的5000万美元。然而，自7月成为民主党候选人以来，哈里斯的筹款能力优于特朗普。拜登退出后的第一天，她的竞选团队在24小时内筹集了8100万美元，创下历史记录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365944818843952,"gmtCreate":1730383635448,"gmtModify":1730383637837,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"这只股就是赌博[开心]&nbsp; [开心]&nbsp;&nbsp;","listText":"这只股就是赌博[开心]&nbsp; [开心]&nbsp;&nbsp;","text":"这只股就是赌博[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365944818843952","repostId":"1121193007","repostType":2,"repost":{"id":"1121193007","kind":"news","pubTimestamp":1730379997,"share":"https://www.laohu8.com/m/news/1121193007?lang=&edition=full","pubTime":"2024-10-31 21:06","market":"us","language":"zh","title":"特朗普媒体科技集团周三暴跌22%，美国大选逆转了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1121193007","media":"鹤鹤有铭W","summary":"没啥是真的靠谱的，只能最后看结果。","content":"<html><head></head><body><p>美国大选也要靠段子忽悠韭菜，昨晚（10月30日）最新消息，哈里斯在三个摇摆州民调都大幅领先川普10%以上：</p><p style=\"text-align: justify;\">在亚利桑那州，提前投票的选民中，56%的人支持哈里斯，44%的人支持特朗普，哈里斯领先特朗普12个百分点。在北卡罗来纳州，提前投票的选民中，55%的人支持哈里斯，43%的人支持特朗普，哈里斯领先特朗普12个百分点。在佐治亚州，提前投票的选民中，55%的人支持哈里斯，45%的人支持特朗普，哈里斯领先特朗普10个百分点。这些数据非常重要，因为这三个州都是关键的摇摆州。在美国，一共有七个摇摆州，它们能够决定总统大选的结果。在此前的民调中，哈里斯和特朗普在七个摇摆州里面整体打成了平手，特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中，宾州有19张选举人票，是摇摆州中票数最多的。在过去五届总统选举中，民主党人四次拿下了宾州，只有2016年特朗普赢得了宾州，并最终赢得了美国大选。</p><p style=\"text-align: justify;\">昨晚NBC新闻还更新了提前投票的数据，显示哈里斯大幅度领先，尤其是在宾州也是大幅度领先川普。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfa7179a070b76c919dd762303a159ca\" alt=\"\" title=\"\" tg-width=\"816\" tg-height=\"923\"/></p><p>反正从昨晚提前投票、最新民调，尤其是摇摆州的情况来看， 哈里斯和川普感觉是换位了。美国选总统，就跟大A坐庄炒股票差不多，段子满天飞，忽悠韭菜进去接盘，没啥是真的靠谱的，只能最后看结果。</p><p style=\"text-align: justify;\">我看比较权威的民调网站RCP上，仍然是川普民调微弱领先哈里斯。不过双方确实比较接近，最后谁能拿下摇摆州，谁就能赢得大选。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c533f359fb7ea85fe48d453989aeba9\" alt=\"\" title=\"\" tg-width=\"598\" tg-height=\"644\"/></p><p>昨天有个朋友提醒我，要小心如果是哈里斯上来，那大选结果难产，重蹈2021年国会山骚乱的局面再次发生也不是不可能。如果真的发生，会引起美股大跌，美债反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0307f5c46d3c5c3ff299577e1b32c6fd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"241\"/></p><p>昨天就开始减仓川普胜选概念股了，可惜我的TRS不能交易盘后，昨天早上起来看到DJT和coinbase高位放量收十字星就已经觉得是短期见顶信号了，要是盘后能交易昨天早上我就会把剩下仓位平掉。不过还好，昨晚开盘就把DJT和Coinbase全扔了，投机的钱，赚一点是一点，偷感十足。</p><p style=\"text-align: justify;\">当然哈里斯也不是稳赢，不过至少可以把前几天川普即将登基的预期稍微扭转一下。如果哈里斯真的赢了，因为她主张加税，所以对美股利空。哈里斯不主张全面加关税，所以利好中国普通消费品出海板块。但现在有个非常奇葩的逻辑就是，如果川普上台搞贸易战，中国才需要大力刺激内需，因此如果是哈里斯上来，会不会财政刺激力度就下来了呢？</p><p style=\"text-align: justify;\">多事之秋，看我们的封面颜色（蓝色为主黄色为辅）就应该知道，我是建议极低仓位的，等把美国大选这些事情过去，11月中旬之后看看情形再继续赌吧。</p><p style=\"text-align: justify;\">我从心里是希望哈里斯赢的，因为民主党这套白左的思想和政策，扯淡至极，他们会在未来五年从内部削弱美国的实力。中美对抗我们其实很难，因为中国是制造业经济体，美国是消费型经济体，我们是乙方对抗甲方，商家对抗客户，当然难了。虽然川普干事情很无厘头，但共和党的小政府思路，限制政府权力，削减政府预算，给企业减税，其实是长期有利于美国经济的。</p><p style=\"text-align: justify;\">我一直认为美国明年经济可能陷入衰退。如果是川普，很可能是美股跌20%-30%，然后就放水救市，市场就起来了。但如果是哈里斯，很可能会各种打补丁，贴膏药，掩饰经济的问题，往后再拖一段时间。最后要不然就是陷入滞涨，要不就是更严重的衰退，让美股跌的更多。</p><p style=\"text-align: justify;\">那会儿，才是我们去美国捡钱的时候。</p></body></html>","source":"lsy1730380031079","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>特朗普媒体科技集团周三暴跌22%，美国大选逆转了？</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特朗普媒体科技集团周三暴跌22%，美国大选逆转了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-31 21:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg><strong>鹤鹤有铭W</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国大选也要靠段子忽悠韭菜，昨晚（10月30日）最新消息，哈里斯在三个摇摆州民调都大幅领先川普10%以上：在亚利桑那州，提前投票的选民中，56%的人支持哈里斯，44%的人支持特朗普，哈里斯领先特朗普12个百分点。在北卡罗来纳州，提前投票的选民中，55%的人支持哈里斯，43%的人支持特朗普，哈里斯领先特朗普12个百分点。在佐治亚州，提前投票的选民中，55%的人支持哈里斯，45%的人支持特朗普，哈里斯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ac69a4e8213184daeb61dbc883e11ad2","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121193007","content_text":"美国大选也要靠段子忽悠韭菜，昨晚（10月30日）最新消息，哈里斯在三个摇摆州民调都大幅领先川普10%以上：在亚利桑那州，提前投票的选民中，56%的人支持哈里斯，44%的人支持特朗普，哈里斯领先特朗普12个百分点。在北卡罗来纳州，提前投票的选民中，55%的人支持哈里斯，43%的人支持特朗普，哈里斯领先特朗普12个百分点。在佐治亚州，提前投票的选民中，55%的人支持哈里斯，45%的人支持特朗普，哈里斯领先特朗普10个百分点。这些数据非常重要，因为这三个州都是关键的摇摆州。在美国，一共有七个摇摆州，它们能够决定总统大选的结果。在此前的民调中，哈里斯和特朗普在七个摇摆州里面整体打成了平手，特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中，宾州有19张选举人票，是摇摆州中票数最多的。在过去五届总统选举中，民主党人四次拿下了宾州，只有2016年特朗普赢得了宾州，并最终赢得了美国大选。昨晚NBC新闻还更新了提前投票的数据，显示哈里斯大幅度领先，尤其是在宾州也是大幅度领先川普。反正从昨晚提前投票、最新民调，尤其是摇摆州的情况来看， 哈里斯和川普感觉是换位了。美国选总统，就跟大A坐庄炒股票差不多，段子满天飞，忽悠韭菜进去接盘，没啥是真的靠谱的，只能最后看结果。我看比较权威的民调网站RCP上，仍然是川普民调微弱领先哈里斯。不过双方确实比较接近，最后谁能拿下摇摆州，谁就能赢得大选。昨天有个朋友提醒我，要小心如果是哈里斯上来，那大选结果难产，重蹈2021年国会山骚乱的局面再次发生也不是不可能。如果真的发生，会引起美股大跌，美债反弹。昨天就开始减仓川普胜选概念股了，可惜我的TRS不能交易盘后，昨天早上起来看到DJT和coinbase高位放量收十字星就已经觉得是短期见顶信号了，要是盘后能交易昨天早上我就会把剩下仓位平掉。不过还好，昨晚开盘就把DJT和Coinbase全扔了，投机的钱，赚一点是一点，偷感十足。当然哈里斯也不是稳赢，不过至少可以把前几天川普即将登基的预期稍微扭转一下。如果哈里斯真的赢了，因为她主张加税，所以对美股利空。哈里斯不主张全面加关税，所以利好中国普通消费品出海板块。但现在有个非常奇葩的逻辑就是，如果川普上台搞贸易战，中国才需要大力刺激内需，因此如果是哈里斯上来，会不会财政刺激力度就下来了呢？多事之秋，看我们的封面颜色（蓝色为主黄色为辅）就应该知道，我是建议极低仓位的，等把美国大选这些事情过去，11月中旬之后看看情形再继续赌吧。我从心里是希望哈里斯赢的，因为民主党这套白左的思想和政策，扯淡至极，他们会在未来五年从内部削弱美国的实力。中美对抗我们其实很难，因为中国是制造业经济体，美国是消费型经济体，我们是乙方对抗甲方，商家对抗客户，当然难了。虽然川普干事情很无厘头，但共和党的小政府思路，限制政府权力，削减政府预算，给企业减税，其实是长期有利于美国经济的。我一直认为美国明年经济可能陷入衰退。如果是川普，很可能是美股跌20%-30%，然后就放水救市，市场就起来了。但如果是哈里斯，很可能会各种打补丁，贴膏药，掩饰经济的问题，往后再拖一段时间。最后要不然就是陷入滞涨，要不就是更严重的衰退，让美股跌的更多。那会儿，才是我们去美国捡钱的时候。","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361174358475072,"gmtCreate":1729217348514,"gmtModify":1729217350209,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"耶老太太狗急跳墙","listText":"耶老太太狗急跳墙","text":"耶老太太狗急跳墙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361174358475072","repostId":"1171971223","repostType":2,"repost":{"id":"1171971223","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":1729160732,"share":"https://www.laohu8.com/m/news/1171971223?lang=&edition=full","pubTime":"2024-10-17 18:25","market":"us","language":"zh","title":"耶伦警告：特朗普经济政策将加剧通胀，损害美国经济","url":"https://stock-news.laohu8.com/highlight/detail?id=1171971223","media":"老虎资讯综合","summary":"美国财政部长耶伦计划在周四的一次演讲中警告称，特朗普提出的经济政策将加剧通胀，破坏企业，但她会辩称，这位前总统和国会一些共和党人支持的广泛关税将损害美国经济。目前距离总统大选不到一个月，特朗普和哈里斯就如何看待美国在全球经济中的作用提出了截然不同的观点。耶伦公开提及特朗普的次数并不多，但她在担任美联储主席期间曾与特朗普有过交集。特朗普则以全面关税威胁颠覆这一做法。","content":"<html><head></head><body><p>美国财政部部长耶伦计划于本周四（10月17日）发表演讲，警告称特朗普提出的经济政策将加剧通货膨胀，损害企业利益，从而引发对全面征收关税风险的担忧。</p><p>美国财政部长耶伦计划在周四的一次演讲中警告称，特朗普提出的经济政策将加剧通胀，破坏企业，但她会辩称，这位前总统和国会一些共和党人支持的广泛关税将损害美国经济。耶伦计划在演讲中谈到，“对朋友和竞争对手征收高关税，或者把我们最亲密的盟友也当作交易伙伴，把美国隔离开来的呼吁，都严重具有误导性。全面的、无针对性的关税将提高物价，降低美国企业的竞争力。”</p><p style=\"text-align: start;\">目前距离总统大选不到一个月，特朗普和哈里斯就如何看待美国在全球经济中的作用提出了截然不同的观点。虽然预计耶伦不会提到特朗普的名字，但她将论证特朗普及国会中一些共和党人支持的全面关税措施将损害美国经济。</p><p style=\"text-align: start;\">纽约时报援引耶伦的演讲稿内容称：“用高额关税将美国与朋友和竞争对手一并隔绝开来，或是将我们最亲密的盟友也视为只讲利益的伙伴，这种做法极为不妥。‘一刀切’、无差别的关税将提高物价成本，削弱美国企业的竞争力。”</p><p style=\"text-align: start;\">特朗普在任期间对国外产品征收了数百亿美元的关税，但如果他再次当选，其计划实施的关税力度将远超以往，他曾数次提议对大多数国外商品征收10%至20%的关税，并对中国商品加征60%或更高的关税。</p><p style=\"text-align: start;\">本周，特朗普表示，他可能会实施高达50%的全面关税，以迫使外国公司在美国生产，从而避免被征税：“字典里最美的词就是关税，这是我最喜欢的词。”</p><p style=\"text-align: start;\">哈里斯竞选团队对其贸易政策鲜少透露细节，但她认为特朗普的关税过高，将增加大多数美国人的成本，尽管如此，拜登政府还是保留了特朗普对中国征收的关税，并新增了一些关税。</p><p style=\"text-align: start;\">耶伦公开提及特朗普的次数并不多，但她在担任美联储主席期间曾与特朗普有过交集。当时，特朗普决定不提名耶伦连任，而是选择了鲍威尔。</p><p style=\"text-align: start;\">耶伦长期以来一直对关税持怀疑态度，她将其称为“消费者的税”，并认为应取消特朗普对中国进口商品征收的一些关税，但这些观点在白宫经济学家和美国贸易代表办公室官员之间的辩论中并未得到重视。</p><p style=\"text-align: start;\">今年5月，拜登政府宣布大幅提高对中国一系列进口商品的关税，包括电动汽车、太阳能电池、半导体和先进电池。他还支持保留特朗普时期对中国价值超过3000亿美元商品征收的关税。</p><p style=\"text-align: start;\">耶伦表示，新关税是合理的，因为它们“有针对性”，对于保护拜登政府试图通过《2022年通胀削减法案》补贴发展的绿色能源技术产业而言是必要的。她认为，中国过剩的工业产能对这些行业构成威胁，并计划在周四指责中国进行“不公平贸易行为”。</p><p style=\"text-align: start;\">耶伦计划于周四表示：“与中国的贸易和投资可以为美国企业和工人带来巨大的收益，并必须得到维持。但我们也必须拥有一个基于公平竞争环境的健康经济关系。”</p><p style=\"text-align: start;\">虽然耶伦通常避免涉足政治，但显然她担心特朗普再次当选会危及她加强美国与盟友经济联系的工作，她在财政部任职期间的一个标志性政策是所谓的“友岸外包”，即让供应链减少对敌对国家（如中国和俄罗斯）的依赖，更多地依赖欧洲等经济体。</p><p style=\"text-align: start;\">特朗普则以全面关税威胁颠覆这一做法。本周，在接受芝加哥经济俱乐部采访时，特朗普抱怨了美国与欧盟的贸易逆差，并表示一些传统上被视为友好的国家一直在虐待美国：“我们的盟友比我们的敌人利用我们的程度更甚。”</p><p style=\"text-align: start;\">但耶伦计划在周四论证，如果美国单打独斗，将难以应对诸如中国贸易行为或俄罗斯扰乱全球能源市场等挑战：“如果我们孤军奋战，甚至无法推进我们的经济和安全利益。”</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>耶伦警告：特朗普经济政策将加剧通胀，损害美国经济</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耶伦警告：特朗普经济政策将加剧通胀，损害美国经济\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\">2024-10-17 18:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国财政部部长耶伦计划于本周四（10月17日）发表演讲，警告称特朗普提出的经济政策将加剧通货膨胀，损害企业利益，从而引发对全面征收关税风险的担忧。</p><p>美国财政部长耶伦计划在周四的一次演讲中警告称，特朗普提出的经济政策将加剧通胀，破坏企业，但她会辩称，这位前总统和国会一些共和党人支持的广泛关税将损害美国经济。耶伦计划在演讲中谈到，“对朋友和竞争对手征收高关税，或者把我们最亲密的盟友也当作交易伙伴，把美国隔离开来的呼吁，都严重具有误导性。全面的、无针对性的关税将提高物价，降低美国企业的竞争力。”</p><p style=\"text-align: start;\">目前距离总统大选不到一个月，特朗普和哈里斯就如何看待美国在全球经济中的作用提出了截然不同的观点。虽然预计耶伦不会提到特朗普的名字，但她将论证特朗普及国会中一些共和党人支持的全面关税措施将损害美国经济。</p><p style=\"text-align: start;\">纽约时报援引耶伦的演讲稿内容称：“用高额关税将美国与朋友和竞争对手一并隔绝开来，或是将我们最亲密的盟友也视为只讲利益的伙伴，这种做法极为不妥。‘一刀切’、无差别的关税将提高物价成本，削弱美国企业的竞争力。”</p><p style=\"text-align: start;\">特朗普在任期间对国外产品征收了数百亿美元的关税，但如果他再次当选，其计划实施的关税力度将远超以往，他曾数次提议对大多数国外商品征收10%至20%的关税，并对中国商品加征60%或更高的关税。</p><p style=\"text-align: start;\">本周，特朗普表示，他可能会实施高达50%的全面关税，以迫使外国公司在美国生产，从而避免被征税：“字典里最美的词就是关税，这是我最喜欢的词。”</p><p style=\"text-align: start;\">哈里斯竞选团队对其贸易政策鲜少透露细节，但她认为特朗普的关税过高，将增加大多数美国人的成本，尽管如此，拜登政府还是保留了特朗普对中国征收的关税，并新增了一些关税。</p><p style=\"text-align: start;\">耶伦公开提及特朗普的次数并不多，但她在担任美联储主席期间曾与特朗普有过交集。当时，特朗普决定不提名耶伦连任，而是选择了鲍威尔。</p><p style=\"text-align: start;\">耶伦长期以来一直对关税持怀疑态度，她将其称为“消费者的税”，并认为应取消特朗普对中国进口商品征收的一些关税，但这些观点在白宫经济学家和美国贸易代表办公室官员之间的辩论中并未得到重视。</p><p style=\"text-align: start;\">今年5月，拜登政府宣布大幅提高对中国一系列进口商品的关税，包括电动汽车、太阳能电池、半导体和先进电池。他还支持保留特朗普时期对中国价值超过3000亿美元商品征收的关税。</p><p style=\"text-align: start;\">耶伦表示，新关税是合理的，因为它们“有针对性”，对于保护拜登政府试图通过《2022年通胀削减法案》补贴发展的绿色能源技术产业而言是必要的。她认为，中国过剩的工业产能对这些行业构成威胁，并计划在周四指责中国进行“不公平贸易行为”。</p><p style=\"text-align: start;\">耶伦计划于周四表示：“与中国的贸易和投资可以为美国企业和工人带来巨大的收益，并必须得到维持。但我们也必须拥有一个基于公平竞争环境的健康经济关系。”</p><p style=\"text-align: start;\">虽然耶伦通常避免涉足政治，但显然她担心特朗普再次当选会危及她加强美国与盟友经济联系的工作，她在财政部任职期间的一个标志性政策是所谓的“友岸外包”，即让供应链减少对敌对国家（如中国和俄罗斯）的依赖，更多地依赖欧洲等经济体。</p><p style=\"text-align: start;\">特朗普则以全面关税威胁颠覆这一做法。本周，在接受芝加哥经济俱乐部采访时，特朗普抱怨了美国与欧盟的贸易逆差，并表示一些传统上被视为友好的国家一直在虐待美国：“我们的盟友比我们的敌人利用我们的程度更甚。”</p><p style=\"text-align: start;\">但耶伦计划在周四论证，如果美国单打独斗，将难以应对诸如中国贸易行为或俄罗斯扰乱全球能源市场等挑战：“如果我们孤军奋战，甚至无法推进我们的经济和安全利益。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e096e455ee743aea736de32d81b5598e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171971223","content_text":"美国财政部部长耶伦计划于本周四（10月17日）发表演讲，警告称特朗普提出的经济政策将加剧通货膨胀，损害企业利益，从而引发对全面征收关税风险的担忧。美国财政部长耶伦计划在周四的一次演讲中警告称，特朗普提出的经济政策将加剧通胀，破坏企业，但她会辩称，这位前总统和国会一些共和党人支持的广泛关税将损害美国经济。耶伦计划在演讲中谈到，“对朋友和竞争对手征收高关税，或者把我们最亲密的盟友也当作交易伙伴，把美国隔离开来的呼吁，都严重具有误导性。全面的、无针对性的关税将提高物价，降低美国企业的竞争力。”目前距离总统大选不到一个月，特朗普和哈里斯就如何看待美国在全球经济中的作用提出了截然不同的观点。虽然预计耶伦不会提到特朗普的名字，但她将论证特朗普及国会中一些共和党人支持的全面关税措施将损害美国经济。纽约时报援引耶伦的演讲稿内容称：“用高额关税将美国与朋友和竞争对手一并隔绝开来，或是将我们最亲密的盟友也视为只讲利益的伙伴，这种做法极为不妥。‘一刀切’、无差别的关税将提高物价成本，削弱美国企业的竞争力。”特朗普在任期间对国外产品征收了数百亿美元的关税，但如果他再次当选，其计划实施的关税力度将远超以往，他曾数次提议对大多数国外商品征收10%至20%的关税，并对中国商品加征60%或更高的关税。本周，特朗普表示，他可能会实施高达50%的全面关税，以迫使外国公司在美国生产，从而避免被征税：“字典里最美的词就是关税，这是我最喜欢的词。”哈里斯竞选团队对其贸易政策鲜少透露细节，但她认为特朗普的关税过高，将增加大多数美国人的成本，尽管如此，拜登政府还是保留了特朗普对中国征收的关税，并新增了一些关税。耶伦公开提及特朗普的次数并不多，但她在担任美联储主席期间曾与特朗普有过交集。当时，特朗普决定不提名耶伦连任，而是选择了鲍威尔。耶伦长期以来一直对关税持怀疑态度，她将其称为“消费者的税”，并认为应取消特朗普对中国进口商品征收的一些关税，但这些观点在白宫经济学家和美国贸易代表办公室官员之间的辩论中并未得到重视。今年5月，拜登政府宣布大幅提高对中国一系列进口商品的关税，包括电动汽车、太阳能电池、半导体和先进电池。他还支持保留特朗普时期对中国价值超过3000亿美元商品征收的关税。耶伦表示，新关税是合理的，因为它们“有针对性”，对于保护拜登政府试图通过《2022年通胀削减法案》补贴发展的绿色能源技术产业而言是必要的。她认为，中国过剩的工业产能对这些行业构成威胁，并计划在周四指责中国进行“不公平贸易行为”。耶伦计划于周四表示：“与中国的贸易和投资可以为美国企业和工人带来巨大的收益，并必须得到维持。但我们也必须拥有一个基于公平竞争环境的健康经济关系。”虽然耶伦通常避免涉足政治，但显然她担心特朗普再次当选会危及她加强美国与盟友经济联系的工作，她在财政部任职期间的一个标志性政策是所谓的“友岸外包”，即让供应链减少对敌对国家（如中国和俄罗斯）的依赖，更多地依赖欧洲等经济体。特朗普则以全面关税威胁颠覆这一做法。本周，在接受芝加哥经济俱乐部采访时，特朗普抱怨了美国与欧盟的贸易逆差，并表示一些传统上被视为友好的国家一直在虐待美国：“我们的盟友比我们的敌人利用我们的程度更甚。”但耶伦计划在周四论证，如果美国单打独斗，将难以应对诸如中国贸易行为或俄罗斯扰乱全球能源市场等挑战：“如果我们孤军奋战，甚至无法推进我们的经济和安全利益。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361015575695624,"gmtCreate":1729174084855,"gmtModify":1729174087089,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"<a 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各种消息综合评估暴跌即将开始，闪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":19,"repostSize":1,"link":"https://laohu8.com/post/620278298","isVote":1,"tweetType":1,"viewCount":7243,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465018371902521","authorId":"3465018371902521","name":"招财树","avatar":"https://static.tigerbbs.com/2523c7df6f3ecf5b0defdc3855f9f262","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3465018371902521","idStr":"3465018371902521"},"content":"你肯定是亏的那个吧","text":"你肯定是亏的那个吧","html":"你肯定是亏的那个吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136470871,"gmtCreate":1622037657793,"gmtModify":1622037657793,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"这不是正好吗[笑哭]&nbsp;[笑哭]&nbsp;回归中国呀[强]&nbsp;[强]&nbsp;[666]&nbsp;[666]&nbsp;","listText":"这不是正好吗[笑哭]&nbsp;[笑哭]&nbsp;回归中国呀[强]&nbsp;[强]&nbsp;[666]&nbsp;[666]&nbsp;","text":"这不是正好吗[笑哭] [笑哭] 回归中国呀[强] [强] [666] [666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/136470871","repostId":"1146066424","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462402875299459","authorId":"3462402875299459","name":"清野星光","avatar":"https://static.tigerbbs.com/6b47ee8f268db9213a6b2d2f4f4ea029","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3462402875299459","idStr":"3462402875299459"},"content":"回哪里不是一目了然吗？中国疫苗接种率也很低，深圳都还不到40%","text":"回哪里不是一目了然吗？中国疫苗接种率也很低，深圳都还不到40%","html":"回哪里不是一目了然吗？中国疫苗接种率也很低，深圳都还不到40%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666532525,"gmtCreate":1665729528267,"gmtModify":1665729529915,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]&nbsp;","listText":"自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]&nbsp;","text":"自动驾驶先不说他技术何时能够成熟，何时才能真正用起来。假如把出租车行业给废了，都上自动驾驶了，这么多靠出租车生活的司机师傅们怎么安排[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666532525","repostId":"2275096946","repostType":2,"repost":{"id":"2275096946","kind":"highlight","pubTimestamp":1665709971,"share":"https://www.laohu8.com/m/news/2275096946?lang=&edition=full","pubTime":"2022-10-14 09:12","market":"hk","language":"zh","title":"A股盘前播报  | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2275096946","media":"智通财经网","summary":"美国9月CPI数据高于预期再次爆表，美股周四大幅低开。不过，美股随后持续反弹，截至收盘，三大指数纷纷涨超2%，道指更是涨近3%","content":"<html><body><div> <p>早间重磅新闻速览</p><p><strong>1、深夜疯狂!美股上演绝地反击，加息风暴将至？</strong></p><p>重要程度：★★★★★</p><p>美国9月CPI数据高于预期再次爆表，美股周四大幅低开。不过，美股随后持续反弹，截至收盘，三大指数纷纷涨超2%，道指更是涨近3%</p><p>有分析人士指出，无论9月CPI数据走强或走弱，美联储的下一次议息会议或许都不会改变加息75点的行动。瑞穗的最新报告也指出，美国核心通胀率不会改变美联储11月加息75个基点的预期。</p><p><strong>2、“光伏茅”前三季预盈110亿左右，20股净利预增翻倍</strong></p><p>重要程度：★★★★</p><p>据iFind数据，周四盘后(15:30-22:30)，已有超过40家上市公司披露前三季度业绩预告。其中，超过20家上市公司业绩净利预增超100%。<a href=\"https://laohu8.com/S/000899\">赣能股份</a>、<a href=\"https://laohu8.com/S/002836\">新宏泽</a>、<a href=\"https://laohu8.com/S/300711\">广哈通信</a>前三季度净利增幅位居前三，分别为2032.91%，975%，793.08%。</p><p>值得关注的是  ，“光伏茅”<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>也披露了前三季度业绩。经公司初步测算，1-9月，公司预计实现营业收入为864亿元-874亿元之间，同比增长54%-56%；预计实现净利润为106亿元-112亿元之间，同比增长40%-48%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709075228558.png?x-oss-process=image/format,jpg/quality,q_40\" title=\"1665709075228558.png\"/></p><p><strong>3、信创赛道再掀“涨停潮”!超10股封死涨停板，多家通信公司三季报预喜</strong></p><p>重要程度：★★★★</p><p>A股信创板块连续两天掀起“涨停潮”!10月13日，N慧博上市首日大涨254.87%，<a href=\"https://laohu8.com/S/300730\">科创信息</a>“20cm”涨停，<a href=\"https://laohu8.com/S/600536\">中国软件</a>、<a href=\"https://laohu8.com/S/000034\">神州数码</a>、<a href=\"https://laohu8.com/S/002017\">东信和平</a>等公司也封死涨停板。开源证券一份研报认为，“大信创”黄金时代将至，发展空间广阔。</p><p>在这一背景下，<a href=\"https://laohu8.com/S/002908\">德生科技</a>、<a href=\"https://laohu8.com/S/300627\">华测导航</a>等多家通信行业公司三季报预喜，为行业发展提供了基本面的有力支撑。</p><p><strong>4、12天股价翻倍!<a href=\"https://laohu8.com/S/003023\">彩虹集团</a>在手订单约133万元，谁在炒作？</strong></p><p>重要程度：★★★</p><p>赶上电热毯欧洲大卖利好，12天7板的彩虹集团10月13日晚间发布关于对深交所关注函回复的公告，该公司表示目前在手订单金额约133万元，合计占上一年度公司营业总收入比例为0.13%。据统计，该股股价12个交易日累计涨超113%。</p><p>而彩虹集团因为近期连续异动，有连续八个交易日有龙虎榜数据披露。数据显示，机构专用席位频繁上榜，8日成交金额上亿；此外常年活跃的证券营业部如国盛证券宁波桑田路、东财拉萨营业部、<a href=\"https://laohu8.com/S/601211\">国泰君安</a>上海分公司等“击鼓传花”式上榜。</p><p><strong>5、卖爆了!四冠王赵诣新基金认购85亿，将提前7天结募!不止投向新能源</strong></p><p>重要程度：★★</p><p>10月13日，赵诣加入泉果后首只公募基金——泉果旭源三年持有期混合正式发售。这只基金截至9点前的募集规模已有近10亿元，并在上午11点达到了50亿元认购规模。最终，在下午15:00，认购规模接近85亿元。</p><p>近日，赵诣透露，新基金主要是通过全市场选股，寻找竞争格局良好的成长龙头。配置方面，会以更长远的眼光来看待公司，将重点关注以新能源、机械、军工、电子等为代表的高端制造业，并以此为半径继续扩展能力圈。</p><p><strong>6、时隔6年招行再“破净”：最新回应来了 四季度银行股咋走？</strong></p><p>重要程度：★★</p><p>受原行长田惠宇被“双开”等消息影响，节后招行股价显著走弱。截至10月13日收盘，招行A股跌至30元以内，低于每股净资产，股价创近两年新低，当日跌幅达3.42%，本周前四个交易日累计跌11.17%。招行表示，目前全行各项经营管理运行正常.</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>银行研究团队日前点评称，当前银行估值、仓位均处于历史低位，较多反映市场悲观预期，建议关注区域经济较强、经营稳健的中小行机会。</p><p><strong>7、中国9月CPI今日出炉，机构预测涨幅重回“3时代”</strong></p><p><strong>8、首个省级“团购买房”政策来了!贵州：鼓励机关、企事业单位职工开展商品房团购</strong></p><p><strong>9、近千家私募出手了，已自购50亿!多家机构：A股进入价值区间</strong></p><p><strong>10、<a href=\"https://laohu8.com/S/000831\">中国稀土</a>改名首日涨停，稀土产业仍然高景气</strong></p><p><strong>11、推特：马斯克因试图收购推特事宜接受美国联邦政府调查</strong></p><p>财经日历</p><p>自选哥提示，今日<a href=\"https://laohu8.com/S/688426\">康为世纪</a>、<a href=\"https://laohu8.com/S/688152\">麒麟信安</a>、<a href=\"https://laohu8.com/S/301389\">隆扬电子</a>、<a href=\"https://laohu8.com/S/001322\">箭牌家居</a>4只新股申购，海能技术上市。</p><p><strong>财经日历：</strong></p><p>1、9:30 中国9月CPI/PPI</p><p>2、10:00 中国9月贸易帐</p><p>3、17:00 欧元区8月季调后贸易帐</p><p>4、22:00 2022年FOMC票委、堪萨斯联储主席乔治就美国经济前景发表讲话。</p><p><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709120131860.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1665709120131860.png\"/></p><p>机会提前看</p><p>自选哥梳理市场关注的投资机会发现，发现绿氢、锂电等板块关注度较高。</p><p><strong>1、绿氢发展迎来关键突破 机构看好这7股</strong></p><p>据中国能源报官方微信消息，我国科学家近期“拍摄”到光催化剂光生电荷转移演化全时空图像，为突破太阳能光催化反应瓶颈、更加高效利用太阳能提供了新的认识和研究策略。这在国际上尚属首次，相关研究成果于10月12日发表在国际学术期刊《自然》上。</p><p>腾讯自选股梳理发现，A股氢能源概念股中近一个月获机构买入评级大于1家的有7只，其中先导智能、凯美特气、宝丰能源等家数较为领先，分别为5、5、4家。<img src=\"https://img.zhitongcaijing.com/image/20221014/1665709158191265.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1665709158191265.png\"/></p><p><strong>2、锂电正极材料研究获进展，行业潜在市场空间望达到千亿级别</strong></p><p>日前，中科院青岛生物能源与过程研究所崔光磊研究员团队在高比能锂电池正极材料富锂锰基层状氧化物(LLOs)的阴离子氧稳定性调控和锂离子传输异质研究方面取得重要进展。</p><p>据GGII发布的研究报告预测，未来随着锂盐价格的降低，富锂锰基正极材料有望在部分市场获得应用。尽管富锂锰基正极材料已经处于市场应用的发展初期阶段，未来潜在的市场空间可能在千亿级别。</p><p>涉及相关公司如下：</p><p><a href=\"https://laohu8.com/S/002176\">江特电机</a>：是领先研发富锂锰基正极材料的公司，产品处于世界先进水平，富锂锰基正极材料已实现批量商业生产。</p><p><a href=\"https://laohu8.com/S/300073\">当升科技</a>：公司已开发出多款高镍低钴多元正极材料，公司在研的诸如富锂锰基等下一代锂电正极材料可进一步降低电池中的钴含量，降低电池材料成本。</p><p><strong>3、自动驾驶 | 我国牵头的首个自动驾驶测试场景国际标准正式发布。</strong></p><p><strong>4、储能 | 世界单机规模最大先进压缩空气储能电站并网发电，产业化进程将提速。</strong></p><p><strong>5、锰 | 富锂锰基正极材料研究获进展、行业潜在市场空间望达到千亿级别。</strong></p><p><strong>6、硅料 | 又签近500亿订单!<a href=\"https://laohu8.com/S/600481\">双良节能</a>今年签5份重磅硅料采购合同，公告金额2272亿元。</strong></p><p>后市研判</p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>认为，生物医药估值性价比突出，关注业绩高增长赛道及个股；<a href=\"https://laohu8.com/S/601162\">天风证券</a>看好数字化采购市场未来增长空间可观。</p><p><strong>1、方正证券：生物医药估值性价比突出 关注业绩高增长赛道及个股</strong></p><p>方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1)器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3)中药板块建议关注中药配方颗粒、品牌OTC；4)创新药关注重点产品商业化上量；5)原料药关注原材料成本端降低，毛利率回升；6)关注生物制品&amp;；疫苗估值底部，业绩表现较高个股。</p><p><strong>2、天风证券：数字化采购市场未来增长空间可观</strong></p><p>天风证券研报认为，新冠疫情叠加地缘政治危机，全球各国供应链承压，为应对快速变化的市场环境，企业需要利用数字化手段提高工作效率、降低潜在风险。现阶段数字化采购仍处于发展初期，正由政策驱动向市场需求自驱过渡，未来市场增长空间可观，数字化建设走在行业前列的领先企业有望充分受益，或将步入高速增长期。</p><p><strong>3、<a href=\"https://laohu8.com/S/02611\">国泰君安</a>：钠离子电池暖风吹动 层状氧化物破冰起航</strong></p><p>国泰君安研报认为，在产业界钠电研发及新能源汽车和储能行业快速推进的大背景下，钠电产业链有望于2023年形成，预计层状氧化物正极材料凭借其技术成熟、较高的能量密度、低成本、设备兼容性等优点率先量产，具有先发优势的企业将打开成长空间。上市公司层面推荐：1)具有规模化生产经验的锂电正极材料及配套企业；2)正极材料新进入者。</p><p>上市公司正面负面公告</p><p>偏正面方面，自选哥提示关注双良节能签订470亿多晶硅采购供应合同等；偏负面公告方面，关注<a href=\"https://laohu8.com/S/000851\">高鸿股份</a>提示风险等。</p><p><strong>偏正面公告</strong></p><p>1、双良节能：签订470.56亿元多晶硅采购供应合同。</p><p>2、江特电机：预计前三季度实现净利润约人民币19亿元到21亿元，同比增加661.73%到741.91%。</p><p>3、<a href=\"https://laohu8.com/S/000408\">藏格矿业</a>：预计前三季度净利润41.3亿元至42.3亿元，同比增长400.55%到412.67%</p><p>3、<a href=\"https://laohu8.com/S/002352\">顺丰控股</a>：预计前三季度净利润 44.2亿元至45.7亿元，同比增长146%到154%。</p><p>4、<a href=\"https://laohu8.com/S/300763\">锦浪科技</a>：预计前三季度实现净利润6.95亿元至7.2亿元，同比增长91.45%到98.34%。</p><p>5、<a href=\"https://laohu8.com/S/000423\">东阿阿胶</a>：预计前三季度净利润4.6亿元至5.6亿元，同比增加53%至86%。</p><p><strong>偏负面公告</strong></p><p>1、高鸿股份：目前公司在可信业务尚未形成规模收入，公司可信计算业务后续能否盈利尚存在不确定性。</p><p>2、<a href=\"https://laohu8.com/S/600992\">贵绳股份</a>：关于公司“酒企借壳”的相关传闻不属实。</p><p>3、阳光城：公司未能按期足额偿付“20阳城04”的回售本金及本年度利息，“20阳城04”将在2022年10月14日开市起停牌。</p><p>4、太阳能业绩快报：前三季度实现净利润11.65亿元，同比下降2.64%。</p><p>解禁名单</p><p>从解禁比例来看，下周科博达解禁比例达79.56%，其次解禁比例居前的分别为珠海冠宇和交建股份；从解禁市值来看，科博达、珠海冠宇、中国海油等股解禁市值居前。<img src=\"https://img.zhitongcaijing.com/image/20221014/1665709211718857.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1665709211718857.png\"/><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709226907527.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1665709226907527.png\"/></p><p>海外市场</p><p>自选哥提示，面对美国CPI数据超出预期冲击，美股启动一轮暴力拉涨，道指涨2.83%，纳指涨2.23%，标普500指数涨2.6%；中概股多数下跌，部分反弹。纳斯达克金龙中国指数收跌0.7%。而<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>收涨9.8%，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超6%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20221014/1665709257260698.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1665709257260698.png\"/></p><p>海外资产行情简述</p><p><strong>1、美股市场：</strong>面对美国CPI数据超出预期冲击，三大指数开盘迅速走低，纳指一度跌超3%。不过，美股随后便启动一轮暴力拉涨，最终三大指数收盘涨幅均超2%。道指涨2.83%，纳指涨2.23%，标普500指数涨2.6%。</p><p><strong>2、中概股：</strong>中概股多数下跌，部分反弹。纳斯达克金龙中国指数收跌0.7%。<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.9%，蔚来汽车跌0.8%，而斗鱼收涨9.8%，领涨HXC成份股，金山云涨超6%，微博、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、携程涨超1%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨近1%。</p><p><strong>3、贵金属市场：</strong>纽约商品交易所12月交割的黄金期货价格下跌50美分，跌幅不到0.1%，收于每盎司1677美元，盘中最低为1648.30美元。美国9月CPI涨幅超出预期，显示美国通胀压力仍然巨大。</p><p><strong>4、原油市场：</strong>纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨1.84美元，涨幅为2.1%，收于每桶89.11美元。<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署(EIA)报告显示美国上周馏分油库存减少近500万桶，使人担心冬季到来之前的加热用油供应将出现紧张。</p><p><strong>5、欧股市场：</strong>欧股主要指数周四收盘全线上涨，德国DAX30指数周四收涨1.51%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.35%，法国CAC40指数涨1.04%，欧洲斯托克50指数涨0.93%。消息面上，美国通胀数据持续升温，但投资者早已消化美联储将大幅加息。此外，英国政府正在讨论修改上月公布的财政计划，并考虑在首相特拉斯可能放弃减税计划的哪些部分。</p><p><strong>本文编选自“<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股”；智通财经编辑：陈雯芳。</strong></p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>A股盘前播报  | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布</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\">\nA股盘前播报  | “光伏茅”前三季预盈110亿左右 我国牵头的首个自动驾驶测试场景国际标准正式发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/805380.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>早间重磅新闻速览1、深夜疯狂!美股上演绝地反击，加息风暴将至？重要程度：★★★★★美国9月CPI数据高于预期再次爆表，美股周四大幅低开。不过，美股随后持续反弹，截至收盘，三大指数纷纷涨超2%，道指更是涨近3%有分析人士指出，无论9月CPI数据走强或走弱，美联储的下一次议息会议或许都不会改变加息75点的行动。瑞穗的最新报告也指出，美国核心通胀率不会改变美联储11月加息75个基点的预期。2、“光伏茅”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/805380.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20221014/20221014085712_89183.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{".IXIC":"NASDAQ Composite","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","EIA":"Eaton Vance California 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，“光伏茅”隆基绿能也披露了前三季度业绩。经公司初步测算，1-9月，公司预计实现营业收入为864亿元-874亿元之间，同比增长54%-56%；预计实现净利润为106亿元-112亿元之间，同比增长40%-48%。3、信创赛道再掀“涨停潮”!超10股封死涨停板，多家通信公司三季报预喜重要程度：★★★★A股信创板块连续两天掀起“涨停潮”!10月13日，N慧博上市首日大涨254.87%，科创信息“20cm”涨停，中国软件、神州数码、东信和平等公司也封死涨停板。开源证券一份研报认为，“大信创”黄金时代将至，发展空间广阔。在这一背景下，德生科技、华测导航等多家通信行业公司三季报预喜，为行业发展提供了基本面的有力支撑。4、12天股价翻倍!彩虹集团在手订单约133万元，谁在炒作？重要程度：★★★赶上电热毯欧洲大卖利好，12天7板的彩虹集团10月13日晚间发布关于对深交所关注函回复的公告，该公司表示目前在手订单金额约133万元，合计占上一年度公司营业总收入比例为0.13%。据统计，该股股价12个交易日累计涨超113%。而彩虹集团因为近期连续异动，有连续八个交易日有龙虎榜数据披露。数据显示，机构专用席位频繁上榜，8日成交金额上亿；此外常年活跃的证券营业部如国盛证券宁波桑田路、东财拉萨营业部、国泰君安上海分公司等“击鼓传花”式上榜。5、卖爆了!四冠王赵诣新基金认购85亿，将提前7天结募!不止投向新能源重要程度：★★10月13日，赵诣加入泉果后首只公募基金——泉果旭源三年持有期混合正式发售。这只基金截至9点前的募集规模已有近10亿元，并在上午11点达到了50亿元认购规模。最终，在下午15:00，认购规模接近85亿元。近日，赵诣透露，新基金主要是通过全市场选股，寻找竞争格局良好的成长龙头。配置方面，会以更长远的眼光来看待公司，将重点关注以新能源、机械、军工、电子等为代表的高端制造业，并以此为半径继续扩展能力圈。6、时隔6年招行再“破净”：最新回应来了 四季度银行股咋走？重要程度：★★受原行长田惠宇被“双开”等消息影响，节后招行股价显著走弱。截至10月13日收盘，招行A股跌至30元以内，低于每股净资产，股价创近两年新低，当日跌幅达3.42%，本周前四个交易日累计跌11.17%。招行表示，目前全行各项经营管理运行正常.华泰证券银行研究团队日前点评称，当前银行估值、仓位均处于历史低位，较多反映市场悲观预期，建议关注区域经济较强、经营稳健的中小行机会。7、中国9月CPI今日出炉，机构预测涨幅重回“3时代”8、首个省级“团购买房”政策来了!贵州：鼓励机关、企事业单位职工开展商品房团购9、近千家私募出手了，已自购50亿!多家机构：A股进入价值区间10、中国稀土改名首日涨停，稀土产业仍然高景气11、推特：马斯克因试图收购推特事宜接受美国联邦政府调查财经日历自选哥提示，今日康为世纪、麒麟信安、隆扬电子、箭牌家居4只新股申购，海能技术上市。财经日历：1、9:30 中国9月CPI/PPI2、10:00 中国9月贸易帐3、17:00 欧元区8月季调后贸易帐4、22:00 2022年FOMC票委、堪萨斯联储主席乔治就美国经济前景发表讲话。机会提前看自选哥梳理市场关注的投资机会发现，发现绿氢、锂电等板块关注度较高。1、绿氢发展迎来关键突破 机构看好这7股据中国能源报官方微信消息，我国科学家近期“拍摄”到光催化剂光生电荷转移演化全时空图像，为突破太阳能光催化反应瓶颈、更加高效利用太阳能提供了新的认识和研究策略。这在国际上尚属首次，相关研究成果于10月12日发表在国际学术期刊《自然》上。腾讯自选股梳理发现，A股氢能源概念股中近一个月获机构买入评级大于1家的有7只，其中先导智能、凯美特气、宝丰能源等家数较为领先，分别为5、5、4家。2、锂电正极材料研究获进展，行业潜在市场空间望达到千亿级别日前，中科院青岛生物能源与过程研究所崔光磊研究员团队在高比能锂电池正极材料富锂锰基层状氧化物(LLOs)的阴离子氧稳定性调控和锂离子传输异质研究方面取得重要进展。据GGII发布的研究报告预测，未来随着锂盐价格的降低，富锂锰基正极材料有望在部分市场获得应用。尽管富锂锰基正极材料已经处于市场应用的发展初期阶段，未来潜在的市场空间可能在千亿级别。涉及相关公司如下：江特电机：是领先研发富锂锰基正极材料的公司，产品处于世界先进水平，富锂锰基正极材料已实现批量商业生产。当升科技：公司已开发出多款高镍低钴多元正极材料，公司在研的诸如富锂锰基等下一代锂电正极材料可进一步降低电池中的钴含量，降低电池材料成本。3、自动驾驶 | 我国牵头的首个自动驾驶测试场景国际标准正式发布。4、储能 | 世界单机规模最大先进压缩空气储能电站并网发电，产业化进程将提速。5、锰 | 富锂锰基正极材料研究获进展、行业潜在市场空间望达到千亿级别。6、硅料 | 又签近500亿订单!双良节能今年签5份重磅硅料采购合同，公告金额2272亿元。后市研判方正证券认为，生物医药估值性价比突出，关注业绩高增长赛道及个股；天风证券看好数字化采购市场未来增长空间可观。1、方正证券：生物医药估值性价比突出 关注业绩高增长赛道及个股方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1)器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3)中药板块建议关注中药配方颗粒、品牌OTC；4)创新药关注重点产品商业化上量；5)原料药关注原材料成本端降低，毛利率回升；6)关注生物制品&；疫苗估值底部，业绩表现较高个股。2、天风证券：数字化采购市场未来增长空间可观天风证券研报认为，新冠疫情叠加地缘政治危机，全球各国供应链承压，为应对快速变化的市场环境，企业需要利用数字化手段提高工作效率、降低潜在风险。现阶段数字化采购仍处于发展初期，正由政策驱动向市场需求自驱过渡，未来市场增长空间可观，数字化建设走在行业前列的领先企业有望充分受益，或将步入高速增长期。3、国泰君安：钠离子电池暖风吹动 层状氧化物破冰起航国泰君安研报认为，在产业界钠电研发及新能源汽车和储能行业快速推进的大背景下，钠电产业链有望于2023年形成，预计层状氧化物正极材料凭借其技术成熟、较高的能量密度、低成本、设备兼容性等优点率先量产，具有先发优势的企业将打开成长空间。上市公司层面推荐：1)具有规模化生产经验的锂电正极材料及配套企业；2)正极材料新进入者。上市公司正面负面公告偏正面方面，自选哥提示关注双良节能签订470亿多晶硅采购供应合同等；偏负面公告方面，关注高鸿股份提示风险等。偏正面公告1、双良节能：签订470.56亿元多晶硅采购供应合同。2、江特电机：预计前三季度实现净利润约人民币19亿元到21亿元，同比增加661.73%到741.91%。3、藏格矿业：预计前三季度净利润41.3亿元至42.3亿元，同比增长400.55%到412.67%3、顺丰控股：预计前三季度净利润 44.2亿元至45.7亿元，同比增长146%到154%。4、锦浪科技：预计前三季度实现净利润6.95亿元至7.2亿元，同比增长91.45%到98.34%。5、东阿阿胶：预计前三季度净利润4.6亿元至5.6亿元，同比增加53%至86%。偏负面公告1、高鸿股份：目前公司在可信业务尚未形成规模收入，公司可信计算业务后续能否盈利尚存在不确定性。2、贵绳股份：关于公司“酒企借壳”的相关传闻不属实。3、阳光城：公司未能按期足额偿付“20阳城04”的回售本金及本年度利息，“20阳城04”将在2022年10月14日开市起停牌。4、太阳能业绩快报：前三季度实现净利润11.65亿元，同比下降2.64%。解禁名单从解禁比例来看，下周科博达解禁比例达79.56%，其次解禁比例居前的分别为珠海冠宇和交建股份；从解禁市值来看，科博达、珠海冠宇、中国海油等股解禁市值居前。海外市场自选哥提示，面对美国CPI数据超出预期冲击，美股启动一轮暴力拉涨，道指涨2.83%，纳指涨2.23%，标普500指数涨2.6%；中概股多数下跌，部分反弹。纳斯达克金龙中国指数收跌0.7%。而斗鱼收涨9.8%，金山云涨超6%。海外资产行情简述1、美股市场：面对美国CPI数据超出预期冲击，三大指数开盘迅速走低，纳指一度跌超3%。不过，美股随后便启动一轮暴力拉涨，最终三大指数收盘涨幅均超2%。道指涨2.83%，纳指涨2.23%，标普500指数涨2.6%。2、中概股：中概股多数下跌，部分反弹。纳斯达克金龙中国指数收跌0.7%。理想汽车跌超1%，阿里巴巴跌0.9%，蔚来汽车跌0.8%，而斗鱼收涨9.8%，领涨HXC成份股，金山云涨超6%，微博、爱奇艺、携程涨超1%，虎牙涨近1%。3、贵金属市场：纽约商品交易所12月交割的黄金期货价格下跌50美分，跌幅不到0.1%，收于每盎司1677美元，盘中最低为1648.30美元。美国9月CPI涨幅超出预期，显示美国通胀压力仍然巨大。4、原油市场：纽约商品交易所11月交割的西德州中质原油(WTI)期货价格上涨1.84美元，涨幅为2.1%，收于每桶89.11美元。美国能源信息署(EIA)报告显示美国上周馏分油库存减少近500万桶，使人担心冬季到来之前的加热用油供应将出现紧张。5、欧股市场：欧股主要指数周四收盘全线上涨，德国DAX30指数周四收涨1.51%，英国富时100指数涨0.35%，法国CAC40指数涨1.04%，欧洲斯托克50指数涨0.93%。消息面上，美国通胀数据持续升温，但投资者早已消化美联储将大幅加息。此外，英国政府正在讨论修改上月公布的财政计划，并考虑在首相特拉斯可能放弃减税计划的哪些部分。本文编选自“腾讯自选股”；智通财经编辑：陈雯芳。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861693014,"gmtCreate":1632490273238,"gmtModify":1632490273238,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>每一次拉升都是出货的好机会，我先把话放这儿，这轮调整远没到底","listText":"<a 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