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睡着容易但是醒来真的好难
07-26
账户还剩200美金,应该买什么[财迷]
睡着容易但是醒来真的好难
03-17
会加息[财迷]
涨薪5.28%!日本央行敢不敢加息?
睡着容易但是醒来真的好难
03-03
美股有利率期权么?代码多少哈[财迷]
睡着容易但是醒来真的好难
01-18
老虎的量化交易教程哪里有哈。。。[财迷] [笑哭] [捂脸]
睡着容易但是醒来真的好难
01-03
有没有精通编程的虎友哈[捂脸] [笑哭] [开心]
睡着容易但是醒来真的好难
01-01
再见2023! 你好2024!
睡着容易但是醒来真的好难
2023-12-28
理想汽车哦哦哦呜呜呜
睡着容易但是醒来真的好难
2023-12-28
[财迷] [开心] [微笑]
睡着容易但是醒来真的好难
2023-12-27
有没有哪些美股和港股的末日期权推荐下
$标普500(.SPX)$
$纳斯达克(.IXIC)$
$道琼斯(.DJI)$
睡着容易但是醒来真的好难
2023-12-27
大奖有人拿到了不[财迷]
睡着容易但是醒来真的好难
2023-12-26
希望可以中大奖[财迷]
睡着容易但是醒来真的好难
2023-12-25
有没有拿到888的?出来看下下。。。[财迷] [得意] [笑哭]
睡着容易但是醒来真的好难
2023-12-24
有没有拿到$888的?出来分享下哈。。。
睡着容易但是醒来真的好难
2023-12-23
美股和港股中有哪些期权适合做买方?
$道琼斯(.DJI)$
$纳斯达克(.IXIC)$
$标普500(.SPX)$
睡着容易但是醒来真的好难
2023-12-23
港股美股中有哪些期权适合做卖方收取权利金
$标普500(.SPX)$
$纳斯达克(.IXIC)$
$道琼斯(.DJI)$
睡着容易但是醒来真的好难
2023-12-22
哦哦哦
@小虎活动:【圣诞特别活动】解锁你的圣诞专属头像
睡着容易但是醒来真的好难
2023-12-21
$标普500(.SPX)$
$SPXW 20231220 4720.0 PUT$
睡着容易但是醒来真的好难
2023-10-31
有没有安徽的炒美股的同学,交流下哈。。。
$标普500(.SPX)$
$道琼斯(.DJI)$
$纳斯达克(.IXIC)$
睡着容易但是醒来真的好难
2023-09-14
收盘价格63.8//
@小虎活动
:参与
$ARM Holdings Ltd(ARM)$
上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。
一图读懂 | ARM冲击年内最大IPO!预计9月14日上市
资本市场对其比较看好,Arm的财务表现令人印象深刻,其近三年的复合年增长率达到16.2%,毛利率平均维持在95%。这表明公司的财务状况健康稳定。其基石投资者更是不乏业界巨头,包括
$苹果(AAPL)$
、
$英伟达(NVDA)$
、
$谷歌(GOOG)$
、
$美国超微公司(AMD)$
、
$英特尔(INTC)$
和
@小虎活动:【回复有奖】预测ARM上市首日收盘价,抢老虎限量周边
睡着容易但是醒来真的好难
2023-09-10
$UVXY 20230922 17.0 PUT$
这个实值期权怎么行权?[财迷] [得意] [捂脸]
去老虎APP查看更多动态
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","listText":"账户还剩200美金,应该买什么[财迷] ","text":"账户还剩200美金,应该买什么[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331700104036576","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285301957677368,"gmtCreate":1710659507355,"gmtModify":1710659509497,"author":{"id":"3483248347836416","authorId":"3483248347836416","name":"睡着容易但是醒来真的好难","avatar":"https://static.tigerbbs.com/75246272dd2466177c41a9d516235b79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483248347836416","authorIdStr":"3483248347836416"},"themes":[],"htmlText":"会加息[财迷] ","listText":"会加息[财迷] ","text":"会加息[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285301957677368","repostId":"2419169437","repostType":4,"repost":{"id":"2419169437","kind":"highlight","pubTimestamp":1710569558,"share":"https://www.laohu8.com/m/news/2419169437?lang=&edition=full","pubTime":"2024-03-16 14:12","market":"us","language":"zh","title":"涨薪5.28%!日本央行敢不敢加息?","url":"https://stock-news.laohu8.com/highlight/detail?id=2419169437","media":"金十数据","summary":"日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?","content":"<html><head></head><body><blockquote><p>日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?</p></blockquote><p>日本“春斗”首轮结果出炉,涨薪5.28%!虽然低于工会要求的5.85%,但仍是自1991年(5.66%)后33年来的最高值,也远超去年3.8%的幅度。日本央行一直担忧薪资-物价无法螺旋式上涨的话,结束通缩时间未成熟,加息时间未到。但是,<strong>此次加薪幅度远超去年,日媒也疯狂出来打预防针,日本央行真的会结束负利率了吗?</strong></p><p>媒体放风后,市场还是在“三月息变”和“四月再议”之间摇摆不定。三月加还是不加?</p><blockquote><p><strong>A. 加息。</strong></p><p><strong>B. 不加。</strong></p></blockquote><p><strong>欢迎评论区留言,日本央行利率决议后,将随机抽取一位答中的幸运用户,赠送一个月的精英会员体验券!</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a467f66a701cd8b2f5bc081b95cd623\" tg-width=\"1792\" tg-height=\"1024\"/></p><p>关于日本央行3月的利率决议,日媒已经率先放风,从这些报道中,可以看出一些渐进式变化:</p><p>据悉日本央行内部对3月结束负利率的<strong>支持加强——</strong>知情人士称日本央行<strong>考虑3月加息——</strong>消息人士称日本央行<strong>加息步伐将缓慢</strong>,避免损害经济——日本央行将<strong>讨论退出</strong>负利率政策——日本央行<strong>正在安排下周加息</strong>,关注周五薪资谈判的初步结果——<strong>日本央行正在做出最后安排,准备在下周的政策制定会议上结束负利率政策——</strong>日本央行下周势在必行,<strong>将把利率上调至0%—0.1%区间 。</strong></p><blockquote><p><strong>日媒是怎么一步步道出日本央行的心态变化的?</strong></p></blockquote><p>3月12日是“据悉日本央行内部对3月结束负利率的支持加强”,也就是说,<strong>有官员开始改变自己的观点</strong>。随后消息人士爆出日本央行考虑加息。<strong>从支持力度变大到开始考虑,</strong>加息意愿开始发酵。同日,消息人士再称,日本央行加息步伐将缓慢,避免损害经济。即日本央行已经在<strong>考虑“要怎么加息”而不是“要不要加息了”</strong>,有种加息势在必行的意味。</p><p>13日,“春斗”中大企业集中公布涨薪幅度,多数都创30年来新高,14日凌晨日经新闻深夜再次出来<strong>强化预期</strong>,说日本央行下周会讨论退出负利率,日元小幅走高了20点。14日“春斗”首轮谈判结果出炉前一日,日本时事通讯社报道称,日本央行在“安排下周加息”,日元短线拉升了50点,<strong>从讨论加息到安排加息</strong>,又又进了一步,看来是已公布的涨薪幅度让其很满意了。</p><p>15日<strong>薪资涨幅出结果后,加息最后一块拼图合上,</strong>日媒爆料日本央行<strong>为加息做最后安排了。</strong>16日凌晨,日媒称日本央行下周<strong>将把利率上调至0%-0.1%区间 ,</strong>以<strong>几乎肯定的口吻</strong>爆出日本央行的具体加息目标。</p><p>这样子的一番循序渐进引导把3月加息的期待值抬得很高,怪不得美银也从预期4月加息转向3月了。<strong>不过,加息时间早则三月,晚则四月,市场仍然看法不一。</strong></p><blockquote><p>野村证券策略师Naka Matsuzawa认为,日本央行本次将全面改变其政策框架。</p></blockquote><p>包含五方面:1)将政策利率目标从-0.10%上调至0-0.10%;2)取消收益率曲线控制,同时取消10年期国债收益率目标;3)暂停ETF购买; 4) 推迟继续增加货币基础的承诺;5)引入新的量化目标(从每月购买6万亿日元日本国债开始)。最后两点合在一起意味着日本央行将很快开始量化紧缩。</p><p>如果本次日本央行真的加息,市场会有什么反应?Matsuzawa认为,<strong>市场的直接反应应该是温和的,</strong>因为日本央行与市场就下一步正常化的行动进行了良好的沟通。话虽如此,市场尚未消化日本央行将以多快的速度缩减日本国债购买规模,这可能导致日元走高、日本国债收益率上升和股价下跌。投资者对股票的偏好也将从出口类股转向内需驱动型股。</p><p>也有观点认为日本央行的脚步不会那么快。</p><blockquote><p>日本道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>顾问首席投资官Kensuke Niihara认为,日本央行一直在建设性地引导市场应对即将到来的政策变化,我们一直预计政策变化将于4月份开始。</p></blockquote><p>但是,30多年来最高的涨薪幅度得到了大企业的认可。再加上日本央行对潜在通胀的评估,这些事态发展大大<strong>提高了3月份采取政策行动的可能性</strong>。我们预计,到今年年底,政策利率将走出负增长区间,达到0.10%。</p><p><strong>道富环球的评估显示,日元被严重低估,我们长期看多日元。</strong>美联储和日本央行在政策方向上可能出现的分歧,将支持日元走强。然而,我们认为日本央行在退出负利率政策后将维持宽松的货币政策,因此我们预计对包括日元在内的市场的影响将是有限的。</p><p>如果美联储进入一个稳定的超过100-150个基点的降息周期,或者日本工资上涨、经济增长强劲到足以支持日本央行多次加息,日元可能会有意义地升值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2553f02ec2534f043c634fbec57aa45\" tg-width=\"1556\" tg-height=\"702\"/></p><p>最后回顾一下,日本央行自2016年1月29日引入负利率政策,将商业银行存放在日本央行的超额准备金存款利率从之前的0.1%降至-0.1%。自此,日本进入“负利率”时代,并持续至今。如果日本央行本次真的宣布加息,是<strong>长达17年来首次上调利率,全球始于的21世纪10年代的负利率时代也将画上句号</strong>。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>涨薪5.28%!日本央行敢不敢加息?</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涨薪5.28%!日本央行敢不敢加息?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 14:12 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=134304&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?日本“春斗”首轮结果出炉,涨薪5.28%!虽然低于工会要求的5.85%,但仍是自1991年(5.66%)后33年来的最高值,也远超去年3.8%的幅度。日本央行一直担忧薪资-物价无法螺旋式上涨的话,结束通缩时间未成熟,加息时间未到。但是,此次加薪幅度远超去年,日媒也疯狂出来打预防针,...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=134304&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f3e58ed98c4dddad279d0d2da1f5467","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=134304&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419169437","content_text":"日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?日本“春斗”首轮结果出炉,涨薪5.28%!虽然低于工会要求的5.85%,但仍是自1991年(5.66%)后33年来的最高值,也远超去年3.8%的幅度。日本央行一直担忧薪资-物价无法螺旋式上涨的话,结束通缩时间未成熟,加息时间未到。但是,此次加薪幅度远超去年,日媒也疯狂出来打预防针,日本央行真的会结束负利率了吗?媒体放风后,市场还是在“三月息变”和“四月再议”之间摇摆不定。三月加还是不加?A. 加息。B. 不加。欢迎评论区留言,日本央行利率决议后,将随机抽取一位答中的幸运用户,赠送一个月的精英会员体验券!关于日本央行3月的利率决议,日媒已经率先放风,从这些报道中,可以看出一些渐进式变化:据悉日本央行内部对3月结束负利率的支持加强——知情人士称日本央行考虑3月加息——消息人士称日本央行加息步伐将缓慢,避免损害经济——日本央行将讨论退出负利率政策——日本央行正在安排下周加息,关注周五薪资谈判的初步结果——日本央行正在做出最后安排,准备在下周的政策制定会议上结束负利率政策——日本央行下周势在必行,将把利率上调至0%—0.1%区间 。日媒是怎么一步步道出日本央行的心态变化的?3月12日是“据悉日本央行内部对3月结束负利率的支持加强”,也就是说,有官员开始改变自己的观点。随后消息人士爆出日本央行考虑加息。从支持力度变大到开始考虑,加息意愿开始发酵。同日,消息人士再称,日本央行加息步伐将缓慢,避免损害经济。即日本央行已经在考虑“要怎么加息”而不是“要不要加息了”,有种加息势在必行的意味。13日,“春斗”中大企业集中公布涨薪幅度,多数都创30年来新高,14日凌晨日经新闻深夜再次出来强化预期,说日本央行下周会讨论退出负利率,日元小幅走高了20点。14日“春斗”首轮谈判结果出炉前一日,日本时事通讯社报道称,日本央行在“安排下周加息”,日元短线拉升了50点,从讨论加息到安排加息,又又进了一步,看来是已公布的涨薪幅度让其很满意了。15日薪资涨幅出结果后,加息最后一块拼图合上,日媒爆料日本央行为加息做最后安排了。16日凌晨,日媒称日本央行下周将把利率上调至0%-0.1%区间 ,以几乎肯定的口吻爆出日本央行的具体加息目标。这样子的一番循序渐进引导把3月加息的期待值抬得很高,怪不得美银也从预期4月加息转向3月了。不过,加息时间早则三月,晚则四月,市场仍然看法不一。野村证券策略师Naka Matsuzawa认为,日本央行本次将全面改变其政策框架。包含五方面:1)将政策利率目标从-0.10%上调至0-0.10%;2)取消收益率曲线控制,同时取消10年期国债收益率目标;3)暂停ETF购买; 4) 推迟继续增加货币基础的承诺;5)引入新的量化目标(从每月购买6万亿日元日本国债开始)。最后两点合在一起意味着日本央行将很快开始量化紧缩。如果本次日本央行真的加息,市场会有什么反应?Matsuzawa认为,市场的直接反应应该是温和的,因为日本央行与市场就下一步正常化的行动进行了良好的沟通。话虽如此,市场尚未消化日本央行将以多快的速度缩减日本国债购买规模,这可能导致日元走高、日本国债收益率上升和股价下跌。投资者对股票的偏好也将从出口类股转向内需驱动型股。也有观点认为日本央行的脚步不会那么快。日本道富环球投资顾问首席投资官Kensuke Niihara认为,日本央行一直在建设性地引导市场应对即将到来的政策变化,我们一直预计政策变化将于4月份开始。但是,30多年来最高的涨薪幅度得到了大企业的认可。再加上日本央行对潜在通胀的评估,这些事态发展大大提高了3月份采取政策行动的可能性。我们预计,到今年年底,政策利率将走出负增长区间,达到0.10%。道富环球的评估显示,日元被严重低估,我们长期看多日元。美联储和日本央行在政策方向上可能出现的分歧,将支持日元走强。然而,我们认为日本央行在退出负利率政策后将维持宽松的货币政策,因此我们预计对包括日元在内的市场的影响将是有限的。如果美联储进入一个稳定的超过100-150个基点的降息周期,或者日本工资上涨、经济增长强劲到足以支持日本央行多次加息,日元可能会有意义地升值。最后回顾一下,日本央行自2016年1月29日引入负利率政策,将商业银行存放在日本央行的超额准备金存款利率从之前的0.1%降至-0.1%。自此,日本进入“负利率”时代,并持续至今。如果日本央行本次真的宣布加息,是长达17年来首次上调利率,全球始于的21世纪10年代的负利率时代也将画上句号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280345888387352,"gmtCreate":1709465297951,"gmtModify":1709465300348,"author":{"id":"3483248347836416","authorId":"3483248347836416","name":"睡着容易但是醒来真的好难","avatar":"https://static.tigerbbs.com/75246272dd2466177c41a9d516235b79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483248347836416","authorIdStr":"3483248347836416"},"themes":[],"htmlText":"美股有利率期权么?代码多少哈[财迷] 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PUT$","images":[{"img":"https://static.tigerbbs.com/c094048589850faf458f39b7d8f62cb6","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/254344086950200","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":236332618236024,"gmtCreate":1698720319725,"gmtModify":1698720321179,"author":{"id":"3483248347836416","authorId":"3483248347836416","name":"睡着容易但是醒来真的好难","avatar":"https://static.tigerbbs.com/75246272dd2466177c41a9d516235b79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483248347836416","authorIdStr":"3483248347836416"},"themes":[],"htmlText":"有没有安徽的炒美股的同学,交流下哈。。。<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$ </a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>","listText":"有没有安徽的炒美股的同学,交流下哈。。。<a 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href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。<a href=\"https://laohu8.com/TW/219279410487312\" target=\"_blank\">一图读懂 | ARM冲击年内最大IPO!预计9月14日上市</a>资本市场对其比较看好,Arm的财务表现令人印象深刻,其近三年的复合年增长率达到16.2%,毛利率平均维持在95%。这表明公司的财务状况健康稳定。其基石投资者更是不乏业界巨头,包括 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>和","listText":"收盘价格63.8//<a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>:参与 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。<a href=\"https://laohu8.com/TW/219279410487312\" target=\"_blank\">一图读懂 | ARM冲击年内最大IPO!预计9月14日上市</a>资本市场对其比较看好,Arm的财务表现令人印象深刻,其近三年的复合年增长率达到16.2%,毛利率平均维持在95%。这表明公司的财务状况健康稳定。其基石投资者更是不乏业界巨头,包括 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>和","text":"收盘价格63.8//@小虎活动:参与 $ARM Holdings Ltd(ARM)$ 上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。一图读懂 | ARM冲击年内最大IPO!预计9月14日上市资本市场对其比较看好,Arm的财务表现令人印象深刻,其近三年的复合年增长率达到16.2%,毛利率平均维持在95%。这表明公司的财务状况健康稳定。其基石投资者更是不乏业界巨头,包括 $苹果(AAPL)$ 、 $英伟达(NVDA)$ 、 $谷歌(GOOG)$ 、 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上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。<a href=\"https://laohu8.com/TW/219279410487312\" target=\"_blank\">一图读懂 | ARM冲击年内最大IPO!预计9月14日上市</a>资本市场对其比较看好,Arm的财务表现令人印象深刻,其近三年的复合年增长率达到16.2%,毛利率平均维持在95%。这表明公司的财务状况健康稳定。其基石投资者更是不乏业界巨头,包括 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>和 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 等。<a href=\"https://laohu8.com/S/ARM\">$ARM H</a>","listText":"参与 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。<a href=\"https://laohu8.com/TW/219279410487312\" target=\"_blank\">一图读懂 | ARM冲击年内最大IPO!预计9月14日上市</a>资本市场对其比较看好,Arm的财务表现令人印象深刻,其近三年的复合年增长率达到16.2%,毛利率平均维持在95%。这表明公司的财务状况健康稳定。其基石投资者更是不乏业界巨头,包括 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>和 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 等。<a href=\"https://laohu8.com/S/ARM\">$ARM H</a>","text":"参与 $ARM Holdings Ltd(ARM)$ 上市首日涨跌大竞猜,精准预测ARM上市首日收盘价就有机会获得老虎限量周边。ARM作为近期最重磅的IPO 公司,相信很多虎友都已经关注到了。其总部位于英国剑桥,是一家半导体和软件设计公司。与其他半导体企业不同,Arm不生产芯片,而专注于设计低功耗、高性能的处理器架构,并授权这些设计专利给其他公司。这使得其架构广泛应用于各类产品,包括智能手机、平板电脑、智能家居设备等领域。一图读懂 | 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href=\"https://laohu8.com/OPT/UVXY 20230922 17.0 PUT\">$UVXY 20230922 17.0 PUT$ </a>这个实值期权怎么行权?[财迷] [得意] [捂脸] ","listText":"<a href=\"https://laohu8.com/OPT/UVXY 20230922 17.0 PUT\">$UVXY 20230922 17.0 PUT$ </a>这个实值期权怎么行权?[财迷] [得意] [捂脸] ","text":"$UVXY 20230922 17.0 PUT$ 这个实值期权怎么行权?[财迷] [得意] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218188470513848","isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":256641094066464,"gmtCreate":1703690131328,"gmtModify":1703692813059,"author":{"id":"3483248347836416","authorId":"3483248347836416","name":"睡着容易但是醒来真的好难","avatar":"https://static.tigerbbs.com/75246272dd2466177c41a9d516235b79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483248347836416","idStr":"3483248347836416"},"themes":[],"htmlText":"有没有哪些美股和港股的末日期权推荐下<a 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$标普500(.SPX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/255318292758824","isVote":1,"tweetType":1,"viewCount":3353,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4090818833057660","authorId":"4090818833057660","name":"Sodmos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4090818833057660","idStr":"4090818833057660"},"content":"之前的新东方可以,现在感觉高途可以","text":"之前的新东方可以,现在感觉高途可以","html":"之前的新东方可以,现在感觉高途可以"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255306926632976,"gmtCreate":1703344281246,"gmtModify":1703378943403,"author":{"id":"3483248347836416","authorId":"3483248347836416","name":"睡着容易但是醒来真的好难","avatar":"https://static.tigerbbs.com/75246272dd2466177c41a9d516235b79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483248347836416","idStr":"3483248347836416"},"themes":[],"htmlText":"港股美股中有哪些期权适合做卖方收取权利金<a 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$道琼斯(.DJI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/255306926632976","isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4090818833057660","authorId":"4090818833057660","name":"Sodmos","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4090818833057660","idStr":"4090818833057660"},"content":"我觉得是那些你想持有,且有比较好的分红,或潜在长期增长价值的股票。如果你觉得价格偏高,平时可以挂一个你认为合适价格的中等虚值的看跌期权(卖出),波动到对应价位了就被动买入。2如果有突发事件,例如新东方小作文,出版署游戏充值等事件,就挂平值期权。是虽然这种策略收益虽不高,但可降低持仓成本 [暗中观察] [暗中观察]","text":"我觉得是那些你想持有,且有比较好的分红,或潜在长期增长价值的股票。如果你觉得价格偏高,平时可以挂一个你认为合适价格的中等虚值的看跌期权(卖出),波动到对应价位了就被动买入。2如果有突发事件,例如新东方小作文,出版署游戏充值等事件,就挂平值期权。是虽然这种策略收益虽不高,但可降低持仓成本 [暗中观察] [暗中观察]","html":"我觉得是那些你想持有,且有比较好的分红,或潜在长期增长价值的股票。如果你觉得价格偏高,平时可以挂一个你认为合适价格的中等虚值的看跌期权(卖出),波动到对应价位了就被动买入。2如果有突发事件,例如新东方小作文,出版署游戏充值等事件,就挂平值期权。是虽然这种策略收益虽不高,但可降低持仓成本 [暗中观察] 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","text":"会加息[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285301957677368","repostId":"2419169437","repostType":4,"repost":{"id":"2419169437","kind":"highlight","pubTimestamp":1710569558,"share":"https://www.laohu8.com/m/news/2419169437?lang=&edition=full","pubTime":"2024-03-16 14:12","market":"us","language":"zh","title":"涨薪5.28%!日本央行敢不敢加息?","url":"https://stock-news.laohu8.com/highlight/detail?id=2419169437","media":"金十数据","summary":"日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?","content":"<html><head></head><body><blockquote><p>日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?</p></blockquote><p>日本“春斗”首轮结果出炉,涨薪5.28%!虽然低于工会要求的5.85%,但仍是自1991年(5.66%)后33年来的最高值,也远超去年3.8%的幅度。日本央行一直担忧薪资-物价无法螺旋式上涨的话,结束通缩时间未成熟,加息时间未到。但是,<strong>此次加薪幅度远超去年,日媒也疯狂出来打预防针,日本央行真的会结束负利率了吗?</strong></p><p>媒体放风后,市场还是在“三月息变”和“四月再议”之间摇摆不定。三月加还是不加?</p><blockquote><p><strong>A. 加息。</strong></p><p><strong>B. 不加。</strong></p></blockquote><p><strong>欢迎评论区留言,日本央行利率决议后,将随机抽取一位答中的幸运用户,赠送一个月的精英会员体验券!</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a467f66a701cd8b2f5bc081b95cd623\" tg-width=\"1792\" tg-height=\"1024\"/></p><p>关于日本央行3月的利率决议,日媒已经率先放风,从这些报道中,可以看出一些渐进式变化:</p><p>据悉日本央行内部对3月结束负利率的<strong>支持加强——</strong>知情人士称日本央行<strong>考虑3月加息——</strong>消息人士称日本央行<strong>加息步伐将缓慢</strong>,避免损害经济——日本央行将<strong>讨论退出</strong>负利率政策——日本央行<strong>正在安排下周加息</strong>,关注周五薪资谈判的初步结果——<strong>日本央行正在做出最后安排,准备在下周的政策制定会议上结束负利率政策——</strong>日本央行下周势在必行,<strong>将把利率上调至0%—0.1%区间 。</strong></p><blockquote><p><strong>日媒是怎么一步步道出日本央行的心态变化的?</strong></p></blockquote><p>3月12日是“据悉日本央行内部对3月结束负利率的支持加强”,也就是说,<strong>有官员开始改变自己的观点</strong>。随后消息人士爆出日本央行考虑加息。<strong>从支持力度变大到开始考虑,</strong>加息意愿开始发酵。同日,消息人士再称,日本央行加息步伐将缓慢,避免损害经济。即日本央行已经在<strong>考虑“要怎么加息”而不是“要不要加息了”</strong>,有种加息势在必行的意味。</p><p>13日,“春斗”中大企业集中公布涨薪幅度,多数都创30年来新高,14日凌晨日经新闻深夜再次出来<strong>强化预期</strong>,说日本央行下周会讨论退出负利率,日元小幅走高了20点。14日“春斗”首轮谈判结果出炉前一日,日本时事通讯社报道称,日本央行在“安排下周加息”,日元短线拉升了50点,<strong>从讨论加息到安排加息</strong>,又又进了一步,看来是已公布的涨薪幅度让其很满意了。</p><p>15日<strong>薪资涨幅出结果后,加息最后一块拼图合上,</strong>日媒爆料日本央行<strong>为加息做最后安排了。</strong>16日凌晨,日媒称日本央行下周<strong>将把利率上调至0%-0.1%区间 ,</strong>以<strong>几乎肯定的口吻</strong>爆出日本央行的具体加息目标。</p><p>这样子的一番循序渐进引导把3月加息的期待值抬得很高,怪不得美银也从预期4月加息转向3月了。<strong>不过,加息时间早则三月,晚则四月,市场仍然看法不一。</strong></p><blockquote><p>野村证券策略师Naka Matsuzawa认为,日本央行本次将全面改变其政策框架。</p></blockquote><p>包含五方面:1)将政策利率目标从-0.10%上调至0-0.10%;2)取消收益率曲线控制,同时取消10年期国债收益率目标;3)暂停ETF购买; 4) 推迟继续增加货币基础的承诺;5)引入新的量化目标(从每月购买6万亿日元日本国债开始)。最后两点合在一起意味着日本央行将很快开始量化紧缩。</p><p>如果本次日本央行真的加息,市场会有什么反应?Matsuzawa认为,<strong>市场的直接反应应该是温和的,</strong>因为日本央行与市场就下一步正常化的行动进行了良好的沟通。话虽如此,市场尚未消化日本央行将以多快的速度缩减日本国债购买规模,这可能导致日元走高、日本国债收益率上升和股价下跌。投资者对股票的偏好也将从出口类股转向内需驱动型股。</p><p>也有观点认为日本央行的脚步不会那么快。</p><blockquote><p>日本道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>顾问首席投资官Kensuke Niihara认为,日本央行一直在建设性地引导市场应对即将到来的政策变化,我们一直预计政策变化将于4月份开始。</p></blockquote><p>但是,30多年来最高的涨薪幅度得到了大企业的认可。再加上日本央行对潜在通胀的评估,这些事态发展大大<strong>提高了3月份采取政策行动的可能性</strong>。我们预计,到今年年底,政策利率将走出负增长区间,达到0.10%。</p><p><strong>道富环球的评估显示,日元被严重低估,我们长期看多日元。</strong>美联储和日本央行在政策方向上可能出现的分歧,将支持日元走强。然而,我们认为日本央行在退出负利率政策后将维持宽松的货币政策,因此我们预计对包括日元在内的市场的影响将是有限的。</p><p>如果美联储进入一个稳定的超过100-150个基点的降息周期,或者日本工资上涨、经济增长强劲到足以支持日本央行多次加息,日元可能会有意义地升值。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2553f02ec2534f043c634fbec57aa45\" tg-width=\"1556\" tg-height=\"702\"/></p><p>最后回顾一下,日本央行自2016年1月29日引入负利率政策,将商业银行存放在日本央行的超额准备金存款利率从之前的0.1%降至-0.1%。自此,日本进入“负利率”时代,并持续至今。如果日本央行本次真的宣布加息,是<strong>长达17年来首次上调利率,全球始于的21世纪10年代的负利率时代也将画上句号</strong>。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>涨薪5.28%!日本央行敢不敢加息?</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涨薪5.28%!日本央行敢不敢加息?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 14:12 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=134304&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?日本“春斗”首轮结果出炉,涨薪5.28%!虽然低于工会要求的5.85%,但仍是自1991年(5.66%)后33年来的最高值,也远超去年3.8%的幅度。日本央行一直担忧薪资-物价无法螺旋式上涨的话,结束通缩时间未成熟,加息时间未到。但是,此次加薪幅度远超去年,日媒也疯狂出来打预防针,...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=134304&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f3e58ed98c4dddad279d0d2da1f5467","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=134304&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419169437","content_text":"日本“春斗”首轮结果出炉,涨薪5.28%,为30多年来最大涨幅,远超去年3.8%的幅度,日本央行真的会结束负利率了吗?日本“春斗”首轮结果出炉,涨薪5.28%!虽然低于工会要求的5.85%,但仍是自1991年(5.66%)后33年来的最高值,也远超去年3.8%的幅度。日本央行一直担忧薪资-物价无法螺旋式上涨的话,结束通缩时间未成熟,加息时间未到。但是,此次加薪幅度远超去年,日媒也疯狂出来打预防针,日本央行真的会结束负利率了吗?媒体放风后,市场还是在“三月息变”和“四月再议”之间摇摆不定。三月加还是不加?A. 加息。B. 不加。欢迎评论区留言,日本央行利率决议后,将随机抽取一位答中的幸运用户,赠送一个月的精英会员体验券!关于日本央行3月的利率决议,日媒已经率先放风,从这些报道中,可以看出一些渐进式变化:据悉日本央行内部对3月结束负利率的支持加强——知情人士称日本央行考虑3月加息——消息人士称日本央行加息步伐将缓慢,避免损害经济——日本央行将讨论退出负利率政策——日本央行正在安排下周加息,关注周五薪资谈判的初步结果——日本央行正在做出最后安排,准备在下周的政策制定会议上结束负利率政策——日本央行下周势在必行,将把利率上调至0%—0.1%区间 。日媒是怎么一步步道出日本央行的心态变化的?3月12日是“据悉日本央行内部对3月结束负利率的支持加强”,也就是说,有官员开始改变自己的观点。随后消息人士爆出日本央行考虑加息。从支持力度变大到开始考虑,加息意愿开始发酵。同日,消息人士再称,日本央行加息步伐将缓慢,避免损害经济。即日本央行已经在考虑“要怎么加息”而不是“要不要加息了”,有种加息势在必行的意味。13日,“春斗”中大企业集中公布涨薪幅度,多数都创30年来新高,14日凌晨日经新闻深夜再次出来强化预期,说日本央行下周会讨论退出负利率,日元小幅走高了20点。14日“春斗”首轮谈判结果出炉前一日,日本时事通讯社报道称,日本央行在“安排下周加息”,日元短线拉升了50点,从讨论加息到安排加息,又又进了一步,看来是已公布的涨薪幅度让其很满意了。15日薪资涨幅出结果后,加息最后一块拼图合上,日媒爆料日本央行为加息做最后安排了。16日凌晨,日媒称日本央行下周将把利率上调至0%-0.1%区间 ,以几乎肯定的口吻爆出日本央行的具体加息目标。这样子的一番循序渐进引导把3月加息的期待值抬得很高,怪不得美银也从预期4月加息转向3月了。不过,加息时间早则三月,晚则四月,市场仍然看法不一。野村证券策略师Naka Matsuzawa认为,日本央行本次将全面改变其政策框架。包含五方面:1)将政策利率目标从-0.10%上调至0-0.10%;2)取消收益率曲线控制,同时取消10年期国债收益率目标;3)暂停ETF购买; 4) 推迟继续增加货币基础的承诺;5)引入新的量化目标(从每月购买6万亿日元日本国债开始)。最后两点合在一起意味着日本央行将很快开始量化紧缩。如果本次日本央行真的加息,市场会有什么反应?Matsuzawa认为,市场的直接反应应该是温和的,因为日本央行与市场就下一步正常化的行动进行了良好的沟通。话虽如此,市场尚未消化日本央行将以多快的速度缩减日本国债购买规模,这可能导致日元走高、日本国债收益率上升和股价下跌。投资者对股票的偏好也将从出口类股转向内需驱动型股。也有观点认为日本央行的脚步不会那么快。日本道富环球投资顾问首席投资官Kensuke Niihara认为,日本央行一直在建设性地引导市场应对即将到来的政策变化,我们一直预计政策变化将于4月份开始。但是,30多年来最高的涨薪幅度得到了大企业的认可。再加上日本央行对潜在通胀的评估,这些事态发展大大提高了3月份采取政策行动的可能性。我们预计,到今年年底,政策利率将走出负增长区间,达到0.10%。道富环球的评估显示,日元被严重低估,我们长期看多日元。美联储和日本央行在政策方向上可能出现的分歧,将支持日元走强。然而,我们认为日本央行在退出负利率政策后将维持宽松的货币政策,因此我们预计对包括日元在内的市场的影响将是有限的。如果美联储进入一个稳定的超过100-150个基点的降息周期,或者日本工资上涨、经济增长强劲到足以支持日本央行多次加息,日元可能会有意义地升值。最后回顾一下,日本央行自2016年1月29日引入负利率政策,将商业银行存放在日本央行的超额准备金存款利率从之前的0.1%降至-0.1%。自此,日本进入“负利率”时代,并持续至今。如果日本央行本次真的宣布加息,是长达17年来首次上调利率,全球始于的21世纪10年代的负利率时代也将画上句号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280345888387352,"gmtCreate":1709465297951,"gmtModify":1709465300348,"author":{"id":"3483248347836416","authorId":"3483248347836416","name":"睡着容易但是醒来真的好难","avatar":"https://static.tigerbbs.com/75246272dd2466177c41a9d516235b79","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3483248347836416","idStr":"3483248347836416"},"themes":[],"htmlText":"美股有利率期权么?代码多少哈[财迷] 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