陈半仙的个人主页 - 老虎社区

陈半仙

暂无个人介绍

IP属地：四川

51关注

3粉丝

0主题

0勋章

2019-09-07

系统平仓？我认为不合理，。老虎的理由是价内期权必须要行权的，必须要行权？是美股交易规则，所以我的期权就被强制平仓了，有懂的人吗？说说合理不？

2019-09-07

@刺客赵子龙 @英为财情 @御剑山庄 @老虎专刊 @小虎周报 @33_Tiger @小虎周报为啥要强制行权？

@陈半仙:系统平仓？我认为不合理，。老虎的理由是价内期权必须要行权的，必须要行权？是美股交易规则，所以我的期权就被强制平仓了，有懂的人吗？说说合理不？

2019-09-20

$标普500ETF(SPY)$ 什么意思？到底涨还是跌？

2019-09-09

辣鸡@刺客赵子龙 @英为财情 @阿文顽股AWENfun @御剑山庄 @老虎专刊 @巫天华 @小虎周报 @33_Tiger @小虎活动

@陈半仙:有这样平仓的吗？

2020-04-29

说啥呢？为了礼品

2019-10-01

$标普500ETF(SPY)$ 标普期权为什么盘后还在交易？？

2020-07-05

Hejfghuikkkh

2020-07-04

hsjfghjujkeejoeo

2020-07-02

Hdjfjifgg

2020-07-01

bdjfogghjkjb

2020-06-29

efhjjuttfghhgg

2020-06-24

bcjkfhjjk

2020-06-19

dbfjfkkkgkfoogoogjddjdjdjff

2020-06-15

bdjdjfkffooffggi

2020-06-13

电话减肥芙蓉阁卡佛豆豆看看

2020-06-12

hdjdiigifeidiosdooffkfifi

2020-06-11

Hdjfjfjdjfggghjjje

2020-06-10

Bshjffjiccvhjh

去老虎APP查看更多动态

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07:42","market":"sh","language":"zh","title":"昨夜今晨：欧美股市普涨，五角大楼进入黄色警戒","url":"https://stock-news.laohu8.com/highlight/detail?id=1174559609","media":"老虎资讯综合","summary":"摘要 ：美股全线收涨，道指涨1.05%，标普较年内低点已涨超40%；疫情尚未结束，暴力抗议再袭，美国零售商遭遇双重打击；美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”；亚特兰大联储预计美国二季度G","content":"<blockquote>摘要 <span>：美股全线收涨，道指涨1.05%，标普较年内低点已涨超40%；疫情尚未结束，暴力抗议再袭，美国零售商遭遇双重打击；美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”；亚特兰大联储预计美国二季度GDP料将暴跌近53%；<a href=\"https://laohu8.com/S/ZM\">Zoom</a>季度营收大增170%，净利同比激增133倍；<a href=\"https://laohu8.com/S/PDD\">拼多多</a>否认将回港上市。。</span></blockquote><p>海外市场</p><p><b>1、</b><b><span>美股全线收涨道指涨超260点！标普较年内低点已涨超40%</span></b></p><p>美股周二盘中震荡上行，三大股指盘中悉数转涨，市场对美国各州重启经济感到乐观，同时也在评估抗议骚乱带来的影响。恐慌指数VIX下跌1.2%，报27.90点。</p><p>截至收盘，道指涨267.63点，报25742.65点，涨幅为1.05%；纳指涨56.32点，报9608.37点，涨幅为0.59%；标普500指数涨25.09点，报3080.82点，涨幅为0.82%。</p><p>拼多多股价涨2.13%，盘中一度涨超6%，此前回应“二次上市”称，从未与任何中介机构探讨过这一计划，也未与任何交易所有过任何关于“二次上市”话题的接触。此前有消息称，拼多多将确定回港二次上市，并表示确定中金为其保荐人之一。</p><p><b>2、</b><b><span>中概股收盘集体走高：如涵涨近20%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>无视做空涨逾13%</span></b></p><p>在美上市中概股周二收盘集体上扬，追随大盘走势。当日美股震荡上行，三大股指盘中悉数转涨，到收盘时道指大涨近270点，市场对美国各州重启经济感到乐观，同时也在评估抗议骚乱带来的影响。</p><p>衡量中概股走势的<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>中国ADR指数大幅上涨16.25点，报收于604.42点，涨幅为2.76%。</p><p>大型中概股中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3.76%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨1.63%，拼多多涨2.34%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.78%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.12%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨1.25%，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>涨2.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨4.49%，携程涨2.90%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨2.99%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨2.80%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨3.42%，跟谁学涨13.37%，微博涨2.93%。</p><p><b>3、</b><b><span>OPEC+或延长减产、封锁措施逐步撤销，美油收涨近4%</span></b></p><p>原油期货价格周二收盘上涨，这至少在一定程度上是由于有报道称主要产油国可能同意延长定于6月底到期的减产协议。</p><p>纽约商品交易所7月份交割的西德克萨斯轻质原油（WTI）期货价格上涨1.37美元，报收于每桶36.81美元，涨幅为3.9%。与此同时，伦敦ICE欧洲期货交易所7月份交割的北海布伦特原油期货价格也上涨1.04美元，报每桶39.36美元，涨幅为2.7%。</p><p><b>4、</b><b><span>全球股市上涨、刺激措施带来支撑，金价收跌近1%</span></b></p><p>黄金期货价格周二收盘下跌，原因是股票等被视为高风险的资产在全球范围内都呈现出上涨走势，从而导致黄金价格承压。但与此同时，在美国国内发生大规模动荡的形势下，美元汇率有所下跌，则限制了金价的跌幅。</p><p>纽约商品交易所8月份交割的黄金期货价格下跌16.30美元，报收于每盎司1734美元，跌幅为0.9%，连续第二个交易日走低，此前该合约在周一的交易中收盘下跌不到0.1%。</p><p><b>5、</b><b><span>经济继续重启推动欧股收盘大涨1.6%，德国股市暴涨近4%</span></b></p><p>尽管针对上周美国警察杀害手无寸铁的黑人乔治-弗洛伊德(George Floyd)的抗议活动仍在继续，但欧洲股市周二收盘仍旧大幅上涨，原因是经济重新开放和有关全球经济复苏的希望继续推动市场情绪。</p><p>欧洲斯托克600指数上涨5.57点，报收于359.77点，涨幅为1.57%，多数行业板块和欧洲主要国家的股市均收盘走高，其中汽车股领涨，这个板块上涨了4.3%，仅有医疗保健板块下跌。</p><p>国际宏观</p><p><b>1、</b><b><span>弗洛伊德之死引发蝴蝶效应，各大美企纷纷发声倡导种族平等</span></b></p><p>美国各城市正在评估乔治·弗洛伊德（George Floyd）在明尼阿波利斯被警方暴力执法杀害而引发的又一晚抗议活动的后果。反对警察暴行和系统性种族主义顽疾的和平抗议活动一夜之间再次演变成具有破坏性的示威活动，执法部门和示威者之间的紧张局势一触即发。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2040698457\" target=\"_blank\"><b><span>美国政府系统出错 许多小企业重复获得抗疫救助款</span></b></a></p><p>十余名熟知内情的消息人士透露，美国政府系统中的一个技术错误导致许多小企业在一项联邦援助计划下两次或两次以上拿到了贷款，这项计划旨在帮助由于新冠肺炎疫情而受到损害的企业。</p><p>其中一名知情人士表示，错误发放的资金可能高达数亿美元。最近几个星期以来，政府和负责发放贷款的银行一直都在努力试图找出和追回错误发放的贷款。</p><p><b>3、</b><b><span>欧洲央行超额购买意大利债务，向需要的地方输送抗疫援助资金</span></b></p><p>欧洲央行新的紧急购债计划下的资产购买行动偏向意大利，凸显了该机构在疫情之际的抗危机作用。欧洲央行周二首次发布购买细节，显示自3月下旬启动该计划以来，累计购买了374亿欧元（合420亿美元）的意大利债务。这意味着它所购买的意大利国债份额超过意大利经济和人口规模对应的比重（这是购买分配的一般准则），购买的法国国债比例大大低于欧洲央行所谓的出资比例。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/1171606883\" target=\"_blank\"><b><span>疫情尚未结束 暴力抗议再袭 美国零售商遭遇双重打击</span></b></a></p><p>在乔治-弗洛伊德(George Floyd)之死引发的抗议演变为暴力活动之后，许多已经在疫情中陷入困境的零售商和餐馆不得不疲于应对自身财产受损和新店铺被迫关闭的问题。</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2040803769\" target=\"_blank\"><b><span>亚特兰大联储：美国二季度GDP料将暴跌近53%</span></b></a></p><p>根据亚特兰大联储的一项追踪指标，第二季度美国经济活动已经缩减了一半以上。</p><p>这项名为GDPNow的追踪指标显示，预计美国第二季度GDP将大幅下降52.8%。据周一公布的经济数据显示，美国制造业活动仍在稳步下滑，并将拖累投资和消费。美国供应管理协会(ISM)公布的数据则显示，5月份只有43.1%公司的制造业活动实现了扩张。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2040768326\" target=\"_blank\"><b><span>OPEC+逐渐形成共识，史上最深度减产措施或将延长</span></b></a></p><p>石油输出国组织(OPEC)及其盟友正就延长减产措施以支持石油市场逐渐形成共识，但是各方连续第三天对于是否提前举行下一次会议争吵不休。</p><p>据知情人士透露，俄罗斯和数个OPEC+国家赞成将该组织目前的减产措施延长一个月，而非按计划在7月份逐渐取消减产。对于OPEC的第一大成员国沙特，这一方案的力度是否足够尚不清楚，虽然该国一直呼吁延长1-3个月。</p><p><b>7、</b><b><span>失业狂潮之下，美国超30%的失业者尚未收到失业救济金</span></b></p><p>因冠状病毒危机而失业的成百上千万美国人中有三分之一尚未收到失业救济金，因当局难以应对这轮史无前例的失业潮。</p><p>根据周一公布的数据，财政部在截至5月份的三个月里支付了1460亿美元的失业救济金，比金融危机后失业率达到高点时的2009年全年还要多。</p><p><b>8、</b><a href=\"https://laohu8.com/NW/1168784430\" target=\"_blank\"><b><span>美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”！</span></b></a></p><p>美国黑人男子乔治·弗洛伊德被白人警察膝盖锁喉暴力执法死亡，引发美国多地爆发抗议种族歧视的示威活动，在一些地方还出现了骚乱。据统计，全美至少140个城市发生抗议、至少40个城市实行宵禁，至少5600人在骚乱和暴力冲突中被捕……</p><p>最新消息，美国军队部署华盛顿特区，五角大楼也升级防护等级。</p><p>市场观点</p><p><b><span>华尔街点评美股：美国国内动荡形势仍在继续，为何股市视而不见？</span></b></p><p><b>美国国内动荡形势仍在继续，为何股市视而不见？</b></p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>财富管理美洲公司的首席投资官迪帕克·普里(Deepak Puri)在接受雅虎财经频道采访时表示：“（现在发生社会动荡的）时机再糟糕不过了。突然之间，美国90%的人口都处于逐步倒退的状态，现在政府却在试图重启小企业，而社会动荡确实破坏了经济复苏。我认为，这不会永久性地阻碍经济产出。”但他补充称，人们对此感到担心，而一些民选官员也有类似的担忧。</p><p>Stifel Financial的首席经济学家林赛·皮埃扎(Lindsey Piegza)表示，美国在未来几年时间里将需应对新冠病毒大流行、经济衰退、骚乱甚至政府过度支出的影响，而市场押注于这一切都只是一个短期的转折点。她说道：“这是投资者作出的一个非常大胆的假设。”</p><p>沃顿商学院(Wharton)教授杰里米·西格尔(Jeremy Siegel)表示，由于美联储的大力支持，股市反弹仍需进一步推进。他说道：“我认为这波涨势还有更远的路要走。很多人都对此表示怀疑，但我认为美联储提供的流动性才是首要的决定性因素。“</p><p>投资公司Spartan Capital的首席市场经济学家皮特-卡迪罗（Peter Cardillo）表示：“技术面正在推高市场，市场没有注意到抗议活动可能给当地经济带来的潜在问题。如果暴力行为持续下去，则有可能会加剧新冠病毒疫情对企业的影响。很多商店都会关门，会有宵禁，人们将无法购物，这会进一步损害经济。”</p><p>纽约资产管理公司Levin Easterly Partners的总裁山姆·亨德尔(Sam Hendel)表示：“大多数普通民众都认为，现在的股市上涨走势是疯狂的，特别是在美国发生重大抗议活动的一天。”他指出，针对新冠病毒的史无前例的财政和货币刺激措施使股市受益。“总体而言，与固定收益资产相比，我仍然看好股市。在无风险利率接近于零的情况下，目前信贷市场无法提供回报。“</p><p><b>“后新冠时代”即将来临，经济产出何时才能回到之前水平？</b></p><p>无党派的国会预算办公室(CBO)周二表示，预计美国的经济产出要到2029年第四季度才能赶上之前预测的水平。法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>策略师索菲·胡恩(Sophie Huynh)对此表示：“很明显，我们不会回到新冠肺炎之前的经济活动水平。这是不可能的：我们正生活在自己造成的衰退中。我们将在新的经济周期开始时开启‘后新冠时代’的世界。”</p><p>标普500指数在过去七个交易日中有六个交易日收盘上涨，现在较3月份触及的低点已经上涨了38%，这得益于数据显示美国的经济低迷已经触底，以及投资者对新冠病毒疫情将可得到控制抱有希望。许多分析师都将最近的股市反弹归因于美联储和国会提出的前所未有的刺激措施。在线经纪商Oanda的分析师爱德华·莫亚(Edward Moya)表示：“有如此之多的刺激措施正在支撑市场，股市现在不再是经济的真实反映，你会看到这种情况在未来几年时间里都保持不变。”</p><p>市场研究公司NatWest Markets的策略主管詹姆斯·麦考密克(James McCormick)表示：“欧洲各地的积极情绪开始增强。”他指出，欧洲大陆的新冠状病毒确诊病例有所减少，而封锁措施也有所放松。</p><p>由于新冠肺炎大流行而被迫关闭的商业活动重新启动，这被认为是市场最近能够摆脱一些持续存在的不利因素的主要原因，如地缘政治紧张形势和美国国内的动荡局面等。<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>财富管理公司(U.S.Bank Wealth Management)的高级投资总监比尔·诺西(Bill Northee)表示：“这在很大程度上跟经济重启的速度有关，其速度甚至比一个月或六周以前人们认为的还要快一些。当然，现在还存在着大量的整体风险，但一些社会动荡活动是市场目前正在关注的问题，但到目前为止，人们几乎不担心这会影响到企业盈利。”</p><p><b>经济继续重启，衰退是否正在走向结束？</b></p><p>美国投资研究公司路佛集团（The Leuthold Group）的首席投资策略师吉姆·保尔森（Jim Paulsen）在接受采访时表示：“尽管面临着几个重要问题——国家骚乱、地缘政治紧张形势、新冠病毒大流行还在继续——但股市主要关注的是一件事：美国和全球经济活动的重启。”保尔森还补充称：“更广泛的股市（即小盘股、周期性板块、国际股市和新兴股市）越来越明显地参与到这一波反弹中，这表明经济衰退正在走向结束。”</p><p>道富环球顾问公司(State Street Global Advisors)的首席投资策略师迈克尔·阿隆(Michael Arone)在周二接受采访时表示，目前的股市上涨走势“让许多人都感到困惑”。他补充称：“投资者将目光投向当前环境以外的地方，他们看到的是政策制定者已经提出了采取一切必要措施的坚定承诺，（因此）他们预计经济将会出现复苏。”</p><p>到目前为止，美国股市的上涨走势还没有因为上周在明尼阿波利斯开始的抗议活动而脱轨。美国合众银行财富管理公司的国家投资策略师汤姆·海因林（Tom Hainlin）表示：“市场走势似乎与人们对经济重新开放的信心有很大关系。不管我们目前看到全美社会正在发生什么样的事情，经济都在重启。”他指出，华尔街仍在押注于即使新增确诊病例有所回升，美国政府和其他机构也不会再次采取行动关闭经济：“如果病毒感染速度从现在开始加快，人们也不会愿意重新关闭经济。”</p><p>公司新闻</p><p><b>1、</b><a href=\"https://laohu8.com/NW/1171606883\" target=\"_blank\"><b><span>自新型疫情爆发以来，Zoom和Slack市值增加了近500亿美元</span></b></a></p><p>新冠病毒疫情的爆发给Zoom和Slack 带来了大批的新用户，这两家公司的市值自疫情以来已累计上涨近500亿美元。</p><p>Zoom四月下旬宣布，由于全球公司和学校大规模展开视频会议，其日活跃用户数增加至3亿。 Slack首席执行官Stewart Butterfield也透露称，其软件“同时在线”的用户在3月的一周内增长了25％，并且在之前的完整季度中Slack的付费客户在两个月内增加了80％。</p><p><b>2、</b><b><span>扎克伯格对特朗普的帖子监管不力 <a href=\"https://laohu8.com/S/FB\">Facebook</a>部分员工罢工抗议</span></b></p><p>一些Facebook员工周一暂停在家办公，而是在推特上指责该公司CEP扎克伯格对美国总统特朗普的帖子监管不力，不能像竞争对手推特一样严格。</p><p>外媒表示，现在已经看到数十条来自该公司员工的在线发帖，他们对扎克伯格决定不去限制特朗普煽动性的措辞而表示不满。</p><p><b>3、</b><b><span>浑水：跟谁学营收和学生数夸大900% 是彻头彻尾的骗局</span></b></p><p>知名做空机构浑水研究公司（Muddy Waters Research）周二在推特转发做空机构灰熊的做空报告称，跟谁学的营收和学生数夸大900%，有确凿的证据表明跟谁学几乎是个彻头彻尾的骗局。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/1100051514\" target=\"_blank\"><b><span>Zoom季度营收大增170%，净利同比激增133倍</span></b></a></p><p><span><a href=\"https://laohu8.com/S/ZM\">Zoom</a>周二盘后公布截至4月30日的2021财年第一财季财报显示，该公司营收和利润均大幅增长且远高于分析师预期，同时当季和全年业绩指引也远超分析师预期。该公司CFO表示为应对大幅增长的客户需求，将扩大云服务采购以增强计算能力，可能令采购支出超出预期，该公司股价盘后有所下滑。</span></p><p><b>5、</b><a href=\"https://laohu8.com/NW/1118599069\" target=\"_blank\"><b>拼多多回应：公司现金储备充裕，暂无任何二次上市计划</b></a></p><p><span>6月2日，媒体报道，拼多多确定回港二次上市，并确定了中金为其保荐人之一。据知情人士透露，拼多多上市团队原计划6月中旬交表，但是不排除提速。具体的交表时间暂未获悉。</span></p><p><span>拼多多发言人对此表示，我们从未与任何中介机构探讨过这一计划，也未与任何交易所有过任何关于“二次上市”话题的接触，不知这样的独家消息从何而来。公司上下6000员工都在为消费者能够体验到“天天618，日日双十一”所奔忙。公司现金流健康，截至目前的资金储备和收入增速足以让“百亿补贴”持续多年，所以暂无任何二次上市计划。</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：欧美股市普涨，五角大楼进入黄色警戒</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：欧美股市普涨，五角大楼进入黄色警戒\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-06-03 07:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要 <span>：美股全线收涨，道指涨1.05%，标普较年内低点已涨超40%；疫情尚未结束，暴力抗议再袭，美国零售商遭遇双重打击；美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”；亚特兰大联储预计美国二季度GDP料将暴跌近53%；<a href=\"https://laohu8.com/S/ZM\">Zoom</a>季度营收大增170%，净利同比激增133倍；<a href=\"https://laohu8.com/S/PDD\">拼多多</a>否认将回港上市。。</span></blockquote><p>海外市场</p><p><b>1、</b><b><span>美股全线收涨道指涨超260点！标普较年内低点已涨超40%</span></b></p><p>美股周二盘中震荡上行，三大股指盘中悉数转涨，市场对美国各州重启经济感到乐观，同时也在评估抗议骚乱带来的影响。恐慌指数VIX下跌1.2%，报27.90点。</p><p>截至收盘，道指涨267.63点，报25742.65点，涨幅为1.05%；纳指涨56.32点，报9608.37点，涨幅为0.59%；标普500指数涨25.09点，报3080.82点，涨幅为0.82%。</p><p>拼多多股价涨2.13%，盘中一度涨超6%，此前回应“二次上市”称，从未与任何中介机构探讨过这一计划，也未与任何交易所有过任何关于“二次上市”话题的接触。此前有消息称，拼多多将确定回港二次上市，并表示确定中金为其保荐人之一。</p><p><b>2、</b><b><span>中概股收盘集体走高：如涵涨近20%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>无视做空涨逾13%</span></b></p><p>在美上市中概股周二收盘集体上扬，追随大盘走势。当日美股震荡上行，三大股指盘中悉数转涨，到收盘时道指大涨近270点，市场对美国各州重启经济感到乐观，同时也在评估抗议骚乱带来的影响。</p><p>衡量中概股走势的<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>中国ADR指数大幅上涨16.25点，报收于604.42点，涨幅为2.76%。</p><p>大型中概股中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3.76%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨1.63%，拼多多涨2.34%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.78%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.12%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨1.25%，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>涨2.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨4.49%，携程涨2.90%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨2.99%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨2.80%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨3.42%，跟谁学涨13.37%，微博涨2.93%。</p><p><b>3、</b><b><span>OPEC+或延长减产、封锁措施逐步撤销，美油收涨近4%</span></b></p><p>原油期货价格周二收盘上涨，这至少在一定程度上是由于有报道称主要产油国可能同意延长定于6月底到期的减产协议。</p><p>纽约商品交易所7月份交割的西德克萨斯轻质原油（WTI）期货价格上涨1.37美元，报收于每桶36.81美元，涨幅为3.9%。与此同时，伦敦ICE欧洲期货交易所7月份交割的北海布伦特原油期货价格也上涨1.04美元，报每桶39.36美元，涨幅为2.7%。</p><p><b>4、</b><b><span>全球股市上涨、刺激措施带来支撑，金价收跌近1%</span></b></p><p>黄金期货价格周二收盘下跌，原因是股票等被视为高风险的资产在全球范围内都呈现出上涨走势，从而导致黄金价格承压。但与此同时，在美国国内发生大规模动荡的形势下，美元汇率有所下跌，则限制了金价的跌幅。</p><p>纽约商品交易所8月份交割的黄金期货价格下跌16.30美元，报收于每盎司1734美元，跌幅为0.9%，连续第二个交易日走低，此前该合约在周一的交易中收盘下跌不到0.1%。</p><p><b>5、</b><b><span>经济继续重启推动欧股收盘大涨1.6%，德国股市暴涨近4%</span></b></p><p>尽管针对上周美国警察杀害手无寸铁的黑人乔治-弗洛伊德(George Floyd)的抗议活动仍在继续，但欧洲股市周二收盘仍旧大幅上涨，原因是经济重新开放和有关全球经济复苏的希望继续推动市场情绪。</p><p>欧洲斯托克600指数上涨5.57点，报收于359.77点，涨幅为1.57%，多数行业板块和欧洲主要国家的股市均收盘走高，其中汽车股领涨，这个板块上涨了4.3%，仅有医疗保健板块下跌。</p><p>国际宏观</p><p><b>1、</b><b><span>弗洛伊德之死引发蝴蝶效应，各大美企纷纷发声倡导种族平等</span></b></p><p>美国各城市正在评估乔治·弗洛伊德（George Floyd）在明尼阿波利斯被警方暴力执法杀害而引发的又一晚抗议活动的后果。反对警察暴行和系统性种族主义顽疾的和平抗议活动一夜之间再次演变成具有破坏性的示威活动，执法部门和示威者之间的紧张局势一触即发。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2040698457\" target=\"_blank\"><b><span>美国政府系统出错 许多小企业重复获得抗疫救助款</span></b></a></p><p>十余名熟知内情的消息人士透露，美国政府系统中的一个技术错误导致许多小企业在一项联邦援助计划下两次或两次以上拿到了贷款，这项计划旨在帮助由于新冠肺炎疫情而受到损害的企业。</p><p>其中一名知情人士表示，错误发放的资金可能高达数亿美元。最近几个星期以来，政府和负责发放贷款的银行一直都在努力试图找出和追回错误发放的贷款。</p><p><b>3、</b><b><span>欧洲央行超额购买意大利债务，向需要的地方输送抗疫援助资金</span></b></p><p>欧洲央行新的紧急购债计划下的资产购买行动偏向意大利，凸显了该机构在疫情之际的抗危机作用。欧洲央行周二首次发布购买细节，显示自3月下旬启动该计划以来，累计购买了374亿欧元（合420亿美元）的意大利债务。这意味着它所购买的意大利国债份额超过意大利经济和人口规模对应的比重（这是购买分配的一般准则），购买的法国国债比例大大低于欧洲央行所谓的出资比例。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/1171606883\" target=\"_blank\"><b><span>疫情尚未结束 暴力抗议再袭 美国零售商遭遇双重打击</span></b></a></p><p>在乔治-弗洛伊德(George Floyd)之死引发的抗议演变为暴力活动之后，许多已经在疫情中陷入困境的零售商和餐馆不得不疲于应对自身财产受损和新店铺被迫关闭的问题。</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2040803769\" target=\"_blank\"><b><span>亚特兰大联储：美国二季度GDP料将暴跌近53%</span></b></a></p><p>根据亚特兰大联储的一项追踪指标，第二季度美国经济活动已经缩减了一半以上。</p><p>这项名为GDPNow的追踪指标显示，预计美国第二季度GDP将大幅下降52.8%。据周一公布的经济数据显示，美国制造业活动仍在稳步下滑，并将拖累投资和消费。美国供应管理协会(ISM)公布的数据则显示，5月份只有43.1%公司的制造业活动实现了扩张。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2040768326\" target=\"_blank\"><b><span>OPEC+逐渐形成共识，史上最深度减产措施或将延长</span></b></a></p><p>石油输出国组织(OPEC)及其盟友正就延长减产措施以支持石油市场逐渐形成共识，但是各方连续第三天对于是否提前举行下一次会议争吵不休。</p><p>据知情人士透露，俄罗斯和数个OPEC+国家赞成将该组织目前的减产措施延长一个月，而非按计划在7月份逐渐取消减产。对于OPEC的第一大成员国沙特，这一方案的力度是否足够尚不清楚，虽然该国一直呼吁延长1-3个月。</p><p><b>7、</b><b><span>失业狂潮之下，美国超30%的失业者尚未收到失业救济金</span></b></p><p>因冠状病毒危机而失业的成百上千万美国人中有三分之一尚未收到失业救济金，因当局难以应对这轮史无前例的失业潮。</p><p>根据周一公布的数据，财政部在截至5月份的三个月里支付了1460亿美元的失业救济金，比金融危机后失业率达到高点时的2009年全年还要多。</p><p><b>8、</b><a href=\"https://laohu8.com/NW/1168784430\" target=\"_blank\"><b><span>美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”！</span></b></a></p><p>美国黑人男子乔治·弗洛伊德被白人警察膝盖锁喉暴力执法死亡，引发美国多地爆发抗议种族歧视的示威活动，在一些地方还出现了骚乱。据统计，全美至少140个城市发生抗议、至少40个城市实行宵禁，至少5600人在骚乱和暴力冲突中被捕……</p><p>最新消息，美国军队部署华盛顿特区，五角大楼也升级防护等级。</p><p>市场观点</p><p><b><span>华尔街点评美股：美国国内动荡形势仍在继续，为何股市视而不见？</span></b></p><p><b>美国国内动荡形势仍在继续，为何股市视而不见？</b></p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>财富管理美洲公司的首席投资官迪帕克·普里(Deepak Puri)在接受雅虎财经频道采访时表示：“（现在发生社会动荡的）时机再糟糕不过了。突然之间，美国90%的人口都处于逐步倒退的状态，现在政府却在试图重启小企业，而社会动荡确实破坏了经济复苏。我认为，这不会永久性地阻碍经济产出。”但他补充称，人们对此感到担心，而一些民选官员也有类似的担忧。</p><p>Stifel Financial的首席经济学家林赛·皮埃扎(Lindsey Piegza)表示，美国在未来几年时间里将需应对新冠病毒大流行、经济衰退、骚乱甚至政府过度支出的影响，而市场押注于这一切都只是一个短期的转折点。她说道：“这是投资者作出的一个非常大胆的假设。”</p><p>沃顿商学院(Wharton)教授杰里米·西格尔(Jeremy Siegel)表示，由于美联储的大力支持，股市反弹仍需进一步推进。他说道：“我认为这波涨势还有更远的路要走。很多人都对此表示怀疑，但我认为美联储提供的流动性才是首要的决定性因素。“</p><p>投资公司Spartan Capital的首席市场经济学家皮特-卡迪罗（Peter Cardillo）表示：“技术面正在推高市场，市场没有注意到抗议活动可能给当地经济带来的潜在问题。如果暴力行为持续下去，则有可能会加剧新冠病毒疫情对企业的影响。很多商店都会关门，会有宵禁，人们将无法购物，这会进一步损害经济。”</p><p>纽约资产管理公司Levin Easterly Partners的总裁山姆·亨德尔(Sam Hendel)表示：“大多数普通民众都认为，现在的股市上涨走势是疯狂的，特别是在美国发生重大抗议活动的一天。”他指出，针对新冠病毒的史无前例的财政和货币刺激措施使股市受益。“总体而言，与固定收益资产相比，我仍然看好股市。在无风险利率接近于零的情况下，目前信贷市场无法提供回报。“</p><p><b>“后新冠时代”即将来临，经济产出何时才能回到之前水平？</b></p><p>无党派的国会预算办公室(CBO)周二表示，预计美国的经济产出要到2029年第四季度才能赶上之前预测的水平。法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>策略师索菲·胡恩(Sophie Huynh)对此表示：“很明显，我们不会回到新冠肺炎之前的经济活动水平。这是不可能的：我们正生活在自己造成的衰退中。我们将在新的经济周期开始时开启‘后新冠时代’的世界。”</p><p>标普500指数在过去七个交易日中有六个交易日收盘上涨，现在较3月份触及的低点已经上涨了38%，这得益于数据显示美国的经济低迷已经触底，以及投资者对新冠病毒疫情将可得到控制抱有希望。许多分析师都将最近的股市反弹归因于美联储和国会提出的前所未有的刺激措施。在线经纪商Oanda的分析师爱德华·莫亚(Edward Moya)表示：“有如此之多的刺激措施正在支撑市场，股市现在不再是经济的真实反映，你会看到这种情况在未来几年时间里都保持不变。”</p><p>市场研究公司NatWest Markets的策略主管詹姆斯·麦考密克(James McCormick)表示：“欧洲各地的积极情绪开始增强。”他指出，欧洲大陆的新冠状病毒确诊病例有所减少，而封锁措施也有所放松。</p><p>由于新冠肺炎大流行而被迫关闭的商业活动重新启动，这被认为是市场最近能够摆脱一些持续存在的不利因素的主要原因，如地缘政治紧张形势和美国国内的动荡局面等。<a href=\"https://laohu8.com/S/USB\">美国合众银行</a>财富管理公司(U.S.Bank Wealth Management)的高级投资总监比尔·诺西(Bill Northee)表示：“这在很大程度上跟经济重启的速度有关，其速度甚至比一个月或六周以前人们认为的还要快一些。当然，现在还存在着大量的整体风险，但一些社会动荡活动是市场目前正在关注的问题，但到目前为止，人们几乎不担心这会影响到企业盈利。”</p><p><b>经济继续重启，衰退是否正在走向结束？</b></p><p>美国投资研究公司路佛集团（The Leuthold Group）的首席投资策略师吉姆·保尔森（Jim Paulsen）在接受采访时表示：“尽管面临着几个重要问题——国家骚乱、地缘政治紧张形势、新冠病毒大流行还在继续——但股市主要关注的是一件事：美国和全球经济活动的重启。”保尔森还补充称：“更广泛的股市（即小盘股、周期性板块、国际股市和新兴股市）越来越明显地参与到这一波反弹中，这表明经济衰退正在走向结束。”</p><p>道富环球顾问公司(State Street Global Advisors)的首席投资策略师迈克尔·阿隆(Michael Arone)在周二接受采访时表示，目前的股市上涨走势“让许多人都感到困惑”。他补充称：“投资者将目光投向当前环境以外的地方，他们看到的是政策制定者已经提出了采取一切必要措施的坚定承诺，（因此）他们预计经济将会出现复苏。”</p><p>到目前为止，美国股市的上涨走势还没有因为上周在明尼阿波利斯开始的抗议活动而脱轨。美国合众银行财富管理公司的国家投资策略师汤姆·海因林（Tom Hainlin）表示：“市场走势似乎与人们对经济重新开放的信心有很大关系。不管我们目前看到全美社会正在发生什么样的事情，经济都在重启。”他指出，华尔街仍在押注于即使新增确诊病例有所回升，美国政府和其他机构也不会再次采取行动关闭经济：“如果病毒感染速度从现在开始加快，人们也不会愿意重新关闭经济。”</p><p>公司新闻</p><p><b>1、</b><a href=\"https://laohu8.com/NW/1171606883\" target=\"_blank\"><b><span>自新型疫情爆发以来，Zoom和Slack市值增加了近500亿美元</span></b></a></p><p>新冠病毒疫情的爆发给Zoom和Slack 带来了大批的新用户，这两家公司的市值自疫情以来已累计上涨近500亿美元。</p><p>Zoom四月下旬宣布，由于全球公司和学校大规模展开视频会议，其日活跃用户数增加至3亿。 Slack首席执行官Stewart Butterfield也透露称，其软件“同时在线”的用户在3月的一周内增长了25％，并且在之前的完整季度中Slack的付费客户在两个月内增加了80％。</p><p><b>2、</b><b><span>扎克伯格对特朗普的帖子监管不力 <a href=\"https://laohu8.com/S/FB\">Facebook</a>部分员工罢工抗议</span></b></p><p>一些Facebook员工周一暂停在家办公，而是在推特上指责该公司CEP扎克伯格对美国总统特朗普的帖子监管不力，不能像竞争对手推特一样严格。</p><p>外媒表示，现在已经看到数十条来自该公司员工的在线发帖，他们对扎克伯格决定不去限制特朗普煽动性的措辞而表示不满。</p><p><b>3、</b><b><span>浑水：跟谁学营收和学生数夸大900% 是彻头彻尾的骗局</span></b></p><p>知名做空机构浑水研究公司（Muddy Waters Research）周二在推特转发做空机构灰熊的做空报告称，跟谁学的营收和学生数夸大900%，有确凿的证据表明跟谁学几乎是个彻头彻尾的骗局。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/1100051514\" target=\"_blank\"><b><span>Zoom季度营收大增170%，净利同比激增133倍</span></b></a></p><p><span><a href=\"https://laohu8.com/S/ZM\">Zoom</a>周二盘后公布截至4月30日的2021财年第一财季财报显示，该公司营收和利润均大幅增长且远高于分析师预期，同时当季和全年业绩指引也远超分析师预期。该公司CFO表示为应对大幅增长的客户需求，将扩大云服务采购以增强计算能力，可能令采购支出超出预期，该公司股价盘后有所下滑。</span></p><p><b>5、</b><a href=\"https://laohu8.com/NW/1118599069\" target=\"_blank\"><b>拼多多回应：公司现金储备充裕，暂无任何二次上市计划</b></a></p><p><span>6月2日，媒体报道，拼多多确定回港二次上市，并确定了中金为其保荐人之一。据知情人士透露，拼多多上市团队原计划6月中旬交表，但是不排除提速。具体的交表时间暂未获悉。</span></p><p><span>拼多多发言人对此表示，我们从未与任何中介机构探讨过这一计划，也未与任何交易所有过任何关于“二次上市”话题的接触，不知这样的独家消息从何而来。公司上下6000员工都在为消费者能够体验到“天天618，日日双十一”所奔忙。公司现金流健康，截至目前的资金储备和收入增速足以让“百亿补贴”持续多年，所以暂无任何二次上市计划。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174559609","content_text":"摘要 ：美股全线收涨，道指涨1.05%，标普较年内低点已涨超40%；疫情尚未结束，暴力抗议再袭，美国零售商遭遇双重打击；美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”；亚特兰大联储预计美国二季度GDP料将暴跌近53%；Zoom季度营收大增170%，净利同比激增133倍；拼多多否认将回港上市。。海外市场1、美股全线收涨道指涨超260点！标普较年内低点已涨超40%美股周二盘中震荡上行，三大股指盘中悉数转涨，市场对美国各州重启经济感到乐观，同时也在评估抗议骚乱带来的影响。恐慌指数VIX下跌1.2%，报27.90点。截至收盘，道指涨267.63点，报25742.65点，涨幅为1.05%；纳指涨56.32点，报9608.37点，涨幅为0.59%；标普500指数涨25.09点，报3080.82点，涨幅为0.82%。拼多多股价涨2.13%，盘中一度涨超6%，此前回应“二次上市”称，从未与任何中介机构探讨过这一计划，也未与任何交易所有过任何关于“二次上市”话题的接触。此前有消息称，拼多多将确定回港二次上市，并表示确定中金为其保荐人之一。2、中概股收盘集体走高：如涵涨近20%，跟谁学无视做空涨逾13%在美上市中概股周二收盘集体上扬，追随大盘走势。当日美股震荡上行，三大股指盘中悉数转涨，到收盘时道指大涨近270点，市场对美国各州重启经济感到乐观，同时也在评估抗议骚乱带来的影响。衡量中概股走势的纽约梅隆银行中国ADR指数大幅上涨16.25点，报收于604.42点，涨幅为2.76%。大型中概股中，阿里巴巴涨3.76%，京东涨1.63%，拼多多涨2.34%，网易涨2.78%，百度涨0.12%，好未来涨1.25%，中通快递涨2.19%，新东方涨4.49%，携程涨2.90%，爱奇艺涨2.99%，唯品会涨2.80%，哔哩哔哩涨3.42%，跟谁学涨13.37%，微博涨2.93%。3、OPEC+或延长减产、封锁措施逐步撤销，美油收涨近4%原油期货价格周二收盘上涨，这至少在一定程度上是由于有报道称主要产油国可能同意延长定于6月底到期的减产协议。纽约商品交易所7月份交割的西德克萨斯轻质原油（WTI）期货价格上涨1.37美元，报收于每桶36.81美元，涨幅为3.9%。与此同时，伦敦ICE欧洲期货交易所7月份交割的北海布伦特原油期货价格也上涨1.04美元，报每桶39.36美元，涨幅为2.7%。4、全球股市上涨、刺激措施带来支撑，金价收跌近1%黄金期货价格周二收盘下跌，原因是股票等被视为高风险的资产在全球范围内都呈现出上涨走势，从而导致黄金价格承压。但与此同时，在美国国内发生大规模动荡的形势下，美元汇率有所下跌，则限制了金价的跌幅。纽约商品交易所8月份交割的黄金期货价格下跌16.30美元，报收于每盎司1734美元，跌幅为0.9%，连续第二个交易日走低，此前该合约在周一的交易中收盘下跌不到0.1%。5、经济继续重启推动欧股收盘大涨1.6%，德国股市暴涨近4%尽管针对上周美国警察杀害手无寸铁的黑人乔治-弗洛伊德(George Floyd)的抗议活动仍在继续，但欧洲股市周二收盘仍旧大幅上涨，原因是经济重新开放和有关全球经济复苏的希望继续推动市场情绪。欧洲斯托克600指数上涨5.57点，报收于359.77点，涨幅为1.57%，多数行业板块和欧洲主要国家的股市均收盘走高，其中汽车股领涨，这个板块上涨了4.3%，仅有医疗保健板块下跌。国际宏观1、弗洛伊德之死引发蝴蝶效应，各大美企纷纷发声倡导种族平等美国各城市正在评估乔治·弗洛伊德（George Floyd）在明尼阿波利斯被警方暴力执法杀害而引发的又一晚抗议活动的后果。反对警察暴行和系统性种族主义顽疾的和平抗议活动一夜之间再次演变成具有破坏性的示威活动，执法部门和示威者之间的紧张局势一触即发。2、美国政府系统出错 许多小企业重复获得抗疫救助款十余名熟知内情的消息人士透露，美国政府系统中的一个技术错误导致许多小企业在一项联邦援助计划下两次或两次以上拿到了贷款，这项计划旨在帮助由于新冠肺炎疫情而受到损害的企业。其中一名知情人士表示，错误发放的资金可能高达数亿美元。最近几个星期以来，政府和负责发放贷款的银行一直都在努力试图找出和追回错误发放的贷款。3、欧洲央行超额购买意大利债务，向需要的地方输送抗疫援助资金欧洲央行新的紧急购债计划下的资产购买行动偏向意大利，凸显了该机构在疫情之际的抗危机作用。欧洲央行周二首次发布购买细节，显示自3月下旬启动该计划以来，累计购买了374亿欧元（合420亿美元）的意大利债务。这意味着它所购买的意大利国债份额超过意大利经济和人口规模对应的比重（这是购买分配的一般准则），购买的法国国债比例大大低于欧洲央行所谓的出资比例。4、疫情尚未结束 暴力抗议再袭 美国零售商遭遇双重打击在乔治-弗洛伊德(George Floyd)之死引发的抗议演变为暴力活动之后，许多已经在疫情中陷入困境的零售商和餐馆不得不疲于应对自身财产受损和新店铺被迫关闭的问题。5、亚特兰大联储：美国二季度GDP料将暴跌近53%根据亚特兰大联储的一项追踪指标，第二季度美国经济活动已经缩减了一半以上。这项名为GDPNow的追踪指标显示，预计美国第二季度GDP将大幅下降52.8%。据周一公布的经济数据显示，美国制造业活动仍在稳步下滑，并将拖累投资和消费。美国供应管理协会(ISM)公布的数据则显示，5月份只有43.1%公司的制造业活动实现了扩张。6、OPEC+逐渐形成共识，史上最深度减产措施或将延长石油输出国组织(OPEC)及其盟友正就延长减产措施以支持石油市场逐渐形成共识，但是各方连续第三天对于是否提前举行下一次会议争吵不休。据知情人士透露，俄罗斯和数个OPEC+国家赞成将该组织目前的减产措施延长一个月，而非按计划在7月份逐渐取消减产。对于OPEC的第一大成员国沙特，这一方案的力度是否足够尚不清楚，虽然该国一直呼吁延长1-3个月。7、失业狂潮之下，美国超30%的失业者尚未收到失业救济金因冠状病毒危机而失业的成百上千万美国人中有三分之一尚未收到失业救济金，因当局难以应对这轮史无前例的失业潮。根据周一公布的数据，财政部在截至5月份的三个月里支付了1460亿美元的失业救济金，比金融危机后失业率达到高点时的2009年全年还要多。8、美军最精锐部队部署华盛顿，五角大楼进入“黄色警戒”！美国黑人男子乔治·弗洛伊德被白人警察膝盖锁喉暴力执法死亡，引发美国多地爆发抗议种族歧视的示威活动，在一些地方还出现了骚乱。据统计，全美至少140个城市发生抗议、至少40个城市实行宵禁，至少5600人在骚乱和暴力冲突中被捕……最新消息，美国军队部署华盛顿特区，五角大楼也升级防护等级。市场观点华尔街点评美股：美国国内动荡形势仍在继续，为何股市视而不见？美国国内动荡形势仍在继续，为何股市视而不见？德意志银行财富管理美洲公司的首席投资官迪帕克·普里(Deepak Puri)在接受雅虎财经频道采访时表示：“（现在发生社会动荡的）时机再糟糕不过了。突然之间，美国90%的人口都处于逐步倒退的状态，现在政府却在试图重启小企业，而社会动荡确实破坏了经济复苏。我认为，这不会永久性地阻碍经济产出。”但他补充称，人们对此感到担心，而一些民选官员也有类似的担忧。Stifel Financial的首席经济学家林赛·皮埃扎(Lindsey Piegza)表示，美国在未来几年时间里将需应对新冠病毒大流行、经济衰退、骚乱甚至政府过度支出的影响，而市场押注于这一切都只是一个短期的转折点。她说道：“这是投资者作出的一个非常大胆的假设。”沃顿商学院(Wharton)教授杰里米·西格尔(Jeremy Siegel)表示，由于美联储的大力支持，股市反弹仍需进一步推进。他说道：“我认为这波涨势还有更远的路要走。很多人都对此表示怀疑，但我认为美联储提供的流动性才是首要的决定性因素。“投资公司Spartan Capital的首席市场经济学家皮特-卡迪罗（Peter Cardillo）表示：“技术面正在推高市场，市场没有注意到抗议活动可能给当地经济带来的潜在问题。如果暴力行为持续下去，则有可能会加剧新冠病毒疫情对企业的影响。很多商店都会关门，会有宵禁，人们将无法购物，这会进一步损害经济。”纽约资产管理公司Levin Easterly Partners的总裁山姆·亨德尔(Sam Hendel)表示：“大多数普通民众都认为，现在的股市上涨走势是疯狂的，特别是在美国发生重大抗议活动的一天。”他指出，针对新冠病毒的史无前例的财政和货币刺激措施使股市受益。“总体而言，与固定收益资产相比，我仍然看好股市。在无风险利率接近于零的情况下，目前信贷市场无法提供回报。““后新冠时代”即将来临，经济产出何时才能回到之前水平？无党派的国会预算办公室(CBO)周二表示，预计美国的经济产出要到2029年第四季度才能赶上之前预测的水平。法国兴业银行策略师索菲·胡恩(Sophie Huynh)对此表示：“很明显，我们不会回到新冠肺炎之前的经济活动水平。这是不可能的：我们正生活在自己造成的衰退中。我们将在新的经济周期开始时开启‘后新冠时代’的世界。”标普500指数在过去七个交易日中有六个交易日收盘上涨，现在较3月份触及的低点已经上涨了38%，这得益于数据显示美国的经济低迷已经触底，以及投资者对新冠病毒疫情将可得到控制抱有希望。许多分析师都将最近的股市反弹归因于美联储和国会提出的前所未有的刺激措施。在线经纪商Oanda的分析师爱德华·莫亚(Edward Moya)表示：“有如此之多的刺激措施正在支撑市场，股市现在不再是经济的真实反映，你会看到这种情况在未来几年时间里都保持不变。”市场研究公司NatWest Markets的策略主管詹姆斯·麦考密克(James McCormick)表示：“欧洲各地的积极情绪开始增强。”他指出，欧洲大陆的新冠状病毒确诊病例有所减少，而封锁措施也有所放松。由于新冠肺炎大流行而被迫关闭的商业活动重新启动，这被认为是市场最近能够摆脱一些持续存在的不利因素的主要原因，如地缘政治紧张形势和美国国内的动荡局面等。美国合众银行财富管理公司(U.S.Bank Wealth Management)的高级投资总监比尔·诺西(Bill Northee)表示：“这在很大程度上跟经济重启的速度有关，其速度甚至比一个月或六周以前人们认为的还要快一些。当然，现在还存在着大量的整体风险，但一些社会动荡活动是市场目前正在关注的问题，但到目前为止，人们几乎不担心这会影响到企业盈利。”经济继续重启，衰退是否正在走向结束？美国投资研究公司路佛集团（The Leuthold Group）的首席投资策略师吉姆·保尔森（Jim Paulsen）在接受采访时表示：“尽管面临着几个重要问题——国家骚乱、地缘政治紧张形势、新冠病毒大流行还在继续——但股市主要关注的是一件事：美国和全球经济活动的重启。”保尔森还补充称：“更广泛的股市（即小盘股、周期性板块、国际股市和新兴股市）越来越明显地参与到这一波反弹中，这表明经济衰退正在走向结束。”道富环球顾问公司(State Street Global Advisors)的首席投资策略师迈克尔·阿隆(Michael Arone)在周二接受采访时表示，目前的股市上涨走势“让许多人都感到困惑”。他补充称：“投资者将目光投向当前环境以外的地方，他们看到的是政策制定者已经提出了采取一切必要措施的坚定承诺，（因此）他们预计经济将会出现复苏。”到目前为止，美国股市的上涨走势还没有因为上周在明尼阿波利斯开始的抗议活动而脱轨。美国合众银行财富管理公司的国家投资策略师汤姆·海因林（Tom Hainlin）表示：“市场走势似乎与人们对经济重新开放的信心有很大关系。不管我们目前看到全美社会正在发生什么样的事情，经济都在重启。”他指出，华尔街仍在押注于即使新增确诊病例有所回升，美国政府和其他机构也不会再次采取行动关闭经济：“如果病毒感染速度从现在开始加快，人们也不会愿意重新关闭经济。”公司新闻1、自新型疫情爆发以来，Zoom和Slack市值增加了近500亿美元新冠病毒疫情的爆发给Zoom和Slack 带来了大批的新用户，这两家公司的市值自疫情以来已累计上涨近500亿美元。Zoom四月下旬宣布，由于全球公司和学校大规模展开视频会议，其日活跃用户数增加至3亿。 Slack首席执行官Stewart Butterfield也透露称，其软件“同时在线”的用户在3月的一周内增长了25％，并且在之前的完整季度中Slack的付费客户在两个月内增加了80％。2、扎克伯格对特朗普的帖子监管不力 Facebook部分员工罢工抗议一些Facebook员工周一暂停在家办公，而是在推特上指责该公司CEP扎克伯格对美国总统特朗普的帖子监管不力，不能像竞争对手推特一样严格。外媒表示，现在已经看到数十条来自该公司员工的在线发帖，他们对扎克伯格决定不去限制特朗普煽动性的措辞而表示不满。3、浑水：跟谁学营收和学生数夸大900% 是彻头彻尾的骗局知名做空机构浑水研究公司（Muddy Waters 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