Soulja的个人主页 - 老虎社区

Soulja

Soulja

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IP属地：浙江

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0勋章

2022-05-09

$Coinbase Global, Inc.(COIN)$关灯吃面

2022-05-05

$特斯拉(TSLA)$加仓吗

2022-05-04

$特斯拉(TSLA)$在华扩建绝对是特斯拉最大的风险

2022-04-05

$特斯拉(TSLA)$应该不会再给机会上车了[流泪]

2022-03-14

$阿里巴巴-SW(09988)$可以抄底了吗

2022-03-12

$俄罗斯联邦储蓄银行(SBER.UK)$似乎没救了

2022-03-12

$特斯拉(TSLA)$加仓哇

2022-03-02

Gg

抱歉，原内容已删除

2022-03-02

$俄罗斯联邦储蓄银行(SBER.UK)$已经申请破产了

2022-02-24

$特斯拉(TSLA)$加仓加仓！

2022-02-18

$特斯拉(TSLA)$头铁？

2022-02-14

就不说同比，现在这媒体

特斯拉盘前跌超2%，1月中国产汽车销量环比下降15.5%

2022-02-12

$特斯拉(TSLA)$割肉跑路吧

2022-02-11

美国全国地产经纪商协会（NAR）称，对于首次购房者而言，第四季度按揭贷款的月供占家庭收入的比重跃升至25.6%，----------------------------难道美国年轻人还指望房价很便宜，不会吧？

外媒头条 | 又爆表！美国1月CPI续刷40年新高

2022-01-20

$特斯拉(TSLA)$买put天天捡钱

2022-01-19

$特斯拉(TSLA)$今天这么坚挺呢？

2022-01-07

$特斯拉(TSLA)$已上车，加油

2021-12-27

Bubble boy

桥水：当流动性耗尽时，小心这些泡沫破裂

2021-12-20

$纳斯达克(.IXIC)$起飞

2021-12-08

🐮

回顾2021年，什么样的股票可以成为N倍股？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>头铁？","text":"$特斯拉(TSLA)$头铁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638116433","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631587884,"gmtCreate":1644833316677,"gmtModify":1644833316677,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489631467627320","authorIdStr":"3489631467627320"},"themes":[],"htmlText":"就不说同比，现在这媒体","listText":"就不说同比，现在这媒体","text":"就不说同比，现在这媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631587884","repostId":"2211723705","repostType":2,"repost":{"id":"2211723705","kind":"news","pubTimestamp":1644829331,"share":"https://www.laohu8.com/m/news/2211723705?lang=&edition=full","pubTime":"2022-02-14 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-02-14/doc-ikyakumy5899770.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4555":"新能源车","TSLA":"特斯拉","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-02-14/doc-ikyakumy5899770.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211723705","content_text":"特斯拉盘前跌超2%，1月中国产汽车销量环比下降15.5%至59845辆。乘联会数据显示，特斯拉1月份中国产汽车销量为59845辆，其中出口40499辆，国内零售销量19346辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631619683,"gmtCreate":1644637811440,"gmtModify":1644637811440,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489631467627320","authorIdStr":"3489631467627320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>割肉跑路吧","listText":"<a 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05:43","market":"sh","language":"zh","title":"外媒头条 | 又爆表！美国1月CPI续刷40年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2210513930","media":"市场资讯","summary":"接受调查的经济学家预估CPI同比上涨7.3%，环比上涨0.4%。该数据进一步支持美联储下月开始加息以因应广泛通胀压力，市场甚至开始猜测加息幅度会高于25基点。在美联储3月15-16日会议召开之前，还会公布2月份CPI和就业数据。投资者提高了对美联储的紧缩政策预期。去年同期这一比例为22.4%。NAR还表示，第四季度二手单户住宅的中值价格上涨14.6%至361700美元。此次召回涉及部分2020年至2022年生产的Model X、Model S和Model Y车型，以及2017年至2022年生产的 Model 3。","content":"<html><head></head><body><p><b>球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、美国通胀率超预期达到40年最高 美联储和白宫倍感压力</b></blockquote><blockquote><b>2、货币市场再度提高利率预测：美联储加息50基点或召开紧急会议升息</b></blockquote><blockquote><b>3、房价飙升 美国首次购房者可负担能力达到三年来最差</b></blockquote><blockquote><b>4、OPEC认为随着经济反弹 全球石油需求面临上行潜力</b></blockquote><blockquote><b>5、巴菲特投资组合中去年表现最好的是一只被他大幅减持的股票</b></blockquote><blockquote><b>6、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再召回近58万辆电动汽车：因行人警告系统声音或被掩盖</b></blockquote><p><img src=\"https://static.tigerbbs.com/6caf2568c31b096480211a31a85363e4\" tg-width=\"720\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><b>美国通胀率超预期达到40年最高 美联储和白宫倍感压力</b></p><p>美国1月通胀率超过预期，消费物价同比升幅达到四十年来最高水平，美联储启动加息变得刻不容缓。</p><p>劳工部周四公布的数据显示，1月消费者价格指数（CPI）同比上涨7.5%，高于去年12月的7%。1月CPI环比升幅0.6%，食品、电力、住房等多个领域的价格都在上涨。不包括食品和能源价格的核心CPI同比增长6%，也创下1982年以来最大增幅，环比升幅为0.6%。</p><p>接受调查的经济学家预估CPI同比上涨7.3%，环比上涨0.4%。</p><p>该数据进一步支持美联储下月开始加息以因应广泛通胀压力，市场甚至开始猜测加息幅度会高于25基点。消费物价的稳步上涨削弱了近期薪资增长的实际价值，降低美国家庭购买力，进而阻碍到经济反弹。</p><p>在美联储3月15-16日会议召开之前，还会公布2月份CPI和就业数据。</p><p>投资者提高了对美联储的紧缩政策预期。市场现在预测3月加息50基点的可能性为50%。虽然多数经济学家预计美联储会如多位官员所说采取更循序渐进的加息策略，但薪资快速上涨后通胀的升温将使加息50个基点的可能性也变得不容忽视。</p><p><img src=\"https://static.tigerbbs.com/f86f96180fee5ed9f26342015d614f08\" tg-width=\"720\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p><b>货币市场再度提高利率预测：美联储加息50基点或召开紧急会议升息</b></p><p>货币市场现在预期美联储在未来三次会议上将累计加息一个百分点 ，这意味着其中一次可能升息50基点，或者官员召开计划外的紧急政策会议提高利率。</p><p>周四掉期利率市场一度认为6月份会议后联邦基金目标利率将升至1.12%，比目前0.08%的实际有效利率高出100基点以上。也就是说，要么在一次政策会议上加息50基点，要么在3月、5月、6月会议之间临时加开一次会升息。</p><p>市场现在认为，3月加息50个基点的概率超过了75%。</p><p>美国劳工部公布，1月CPI同比上涨7.5%，高于经济学家预期的7.3%，为1982年以来最大升幅。</p><p>美联储官员James Bullard表示，他支持在7月初之前累计加息一个百分点，包括2000年以来首次加息50个基点。</p><p>“我希望在7月1日之前看到已经升息100个基点，”Bullard周四接受采访时表示， “我本来就比较鹰派了，但还是大幅提高了利率预期，因为我认为委员会应该采取行动。”</p><p><img src=\"https://static.tigerbbs.com/7cdadcd766ab4a065c9b99e9b769460b\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>房价飙升 美国首次购房者可负担能力达到三年来最差</b></p><p>在美国买房正变得越来越难。</p><p>美国全国地产经纪商协会（NAR）称，对于首次购房者而言，第四季度按揭贷款的月供占家庭收入的比重跃升至25.6%，可负担能力为三年来最差。去年同期这一比例为22.4%。</p><p>该组织在周四的一份报告中表示，房价飙升再加上抵押贷款利率上升使得典型家庭的月供增加201美元。</p><p>NAR还表示，第四季度二手单户住宅的中值价格上涨14.6%至361700美元。涨幅略低于一年前的15.9%。</p><p>在房地产经纪人调查的183个大都市区中，67%的房价涨幅达到两位数，第三季度这个比例为78%。同比涨幅最大的地区是佛罗里达州的Punta Gorda，攀升28.7%；其次是佛罗里达州的Ocala，上涨28.2%；德克萨斯州的奥斯汀房价攀升25.8%。</p><p><img src=\"https://static.tigerbbs.com/6fbd1c9ba66d380513a2ae473c297c1f\" tg-width=\"720\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/></p><p><b>OPEC认为随着经济反弹 全球石油需求面临上行潜力</b></p><p>石油输出国组织（OPEC）表示，随着经济活动的反弹和旅行升温，全球石油需求复苏今年可能超过预期。</p><p>石油输出国组织已经无法以足够快的速度恢复供应以满足消费复苏，这推动油价升至每桶90美元以上的七年高点，并加剧主要经济体的通胀压力。</p><p>在最新月度报告中，该组织表示，从疫情到通货膨胀，正面临许多挑战，但全球需求量增速可能会超过其目前对2022年的预期——420万桶/天。</p><p>“基于持续观察到的强劲经济复苏，预测的上行潜力占上风，”该组织在月度报告中表示，“此外，出行预计将更活跃，特别是在旅游业方面。”</p><p>该报告还显示，按照OPEC自己的标准，市场供应紧张，截至去年12月，发达国家的库存比其2015-2019年的平均水平低约2.02亿桶。</p><p><img src=\"https://static.tigerbbs.com/f7de26a752a735b794d18d6e05b31088\" tg-width=\"720\" tg-height=\"456\" referrerpolicy=\"no-referrer\"/></p><p><b>巴菲特投资组合中去年表现最好的是一只被他大幅减持的股票</b></p><p>去年，沃伦·巴菲特手上表现最好的股票是哪只？是被他抛售的一家公司。</p><p>根据媒体汇编的数据，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票去年的总回报率为61%，超过了<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>所公布的截至9月30日止投资组合最新数据中任何一只股票的表现。其表现也远超过了伯克希尔的两大押注：苹果公司和<a href=\"https://laohu8.com/S/BAC\">美国银行</a>。</p><p>巴菲特的伯克希尔未来几天将会披露有关持股的最新信息。申报文件已经显示，该公司基本上错失了富国银行反弹的良机。多年来，总部在旧金山的富国银行都是伯克希尔股票投资组合当中，按照市值计算最大的股份押注，也常常得到巴菲特本人的夸奖。但是随着该行丑闻缠身，伯克希尔到去年9月份，将投资规模从2019年底的3.23亿股削减至了大约67.5万股。</p><p><img src=\"https://static.tigerbbs.com/501aba31308a046c29bf5b1a6cb30792\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>特斯拉再召回近58万辆电动汽车：因行人警告系统声音或被掩盖</b></p><p>据报道，特斯拉正在美国召回约57.9万辆电动汽车，主要因为汽车的“Boombox”功能可能会掩盖“行人警告系统”（PWS）的声音，从而增加撞车的风险。</p><p>2020年12月，特斯拉推出了“Boombox”功能，允许车主自定义汽车喇叭的声音，内置放屁、模仿山羊叫和小号等多种音频。同时，在电动汽车行驶过程中也会持续播不同类型的音乐，包括摇滚乐等。</p><p>美国国家公路交通安全管理局（NHTSA）在其网站上称，特斯拉轿车和SUV的“Boombox”功能，允许司机在车辆行驶时播放声音。这违反了联邦安全标准，即要求电动汽车发出行人警告提示音。而“Boombox”功能可能会掩盖“行人警告系统”的声音，从而增加撞车的风险。</p><p>NHTSA表示，特斯拉将通过OTA远程软件更新来解决这个问题，该更新将禁用“Boombox”功能。此次召回涉及部分2020年至2022年生产的Model X、Model S和Model Y车型，以及2017年至2022年生产的 Model 3。</p><p>随着美国安全监管机构加强对特斯拉的审查，这已经是特斯拉在过去两周内公布的第四次召回，其中两次源于软件错误。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条 | 又爆表！美国1月CPI续刷40年新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条 | 又爆表！美国1月CPI续刷40年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-02-11/doc-ikyamrna0132779.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美国通胀率超预期达到40年最高 美联储和白宫倍感压力2、货币市场再度提高利率预测：美联储加息50基点或召开紧急会议升息3、房价飙升 美国首次购房者可负担能力达到三年来最差4、OPEC认为随着经济反弹 全球石油需求面临上行潜力5、巴菲特投资组合中去年表现最好的是一只被他大幅减持的股票6、特斯拉再召回近58万辆电动汽车：因行人警告系统声音或被掩盖美国...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-02-11/doc-ikyamrna0132779.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6caf2568c31b096480211a31a85363e4","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-02-11/doc-ikyamrna0132779.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210513930","content_text":"球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美国通胀率超预期达到40年最高 美联储和白宫倍感压力2、货币市场再度提高利率预测：美联储加息50基点或召开紧急会议升息3、房价飙升 美国首次购房者可负担能力达到三年来最差4、OPEC认为随着经济反弹 全球石油需求面临上行潜力5、巴菲特投资组合中去年表现最好的是一只被他大幅减持的股票6、特斯拉再召回近58万辆电动汽车：因行人警告系统声音或被掩盖美国通胀率超预期达到40年最高 美联储和白宫倍感压力美国1月通胀率超过预期，消费物价同比升幅达到四十年来最高水平，美联储启动加息变得刻不容缓。劳工部周四公布的数据显示，1月消费者价格指数（CPI）同比上涨7.5%，高于去年12月的7%。1月CPI环比升幅0.6%，食品、电力、住房等多个领域的价格都在上涨。不包括食品和能源价格的核心CPI同比增长6%，也创下1982年以来最大增幅，环比升幅为0.6%。接受调查的经济学家预估CPI同比上涨7.3%，环比上涨0.4%。该数据进一步支持美联储下月开始加息以因应广泛通胀压力，市场甚至开始猜测加息幅度会高于25基点。消费物价的稳步上涨削弱了近期薪资增长的实际价值，降低美国家庭购买力，进而阻碍到经济反弹。在美联储3月15-16日会议召开之前，还会公布2月份CPI和就业数据。投资者提高了对美联储的紧缩政策预期。市场现在预测3月加息50基点的可能性为50%。虽然多数经济学家预计美联储会如多位官员所说采取更循序渐进的加息策略，但薪资快速上涨后通胀的升温将使加息50个基点的可能性也变得不容忽视。货币市场再度提高利率预测：美联储加息50基点或召开紧急会议升息货币市场现在预期美联储在未来三次会议上将累计加息一个百分点 ，这意味着其中一次可能升息50基点，或者官员召开计划外的紧急政策会议提高利率。周四掉期利率市场一度认为6月份会议后联邦基金目标利率将升至1.12%，比目前0.08%的实际有效利率高出100基点以上。也就是说，要么在一次政策会议上加息50基点，要么在3月、5月、6月会议之间临时加开一次会升息。市场现在认为，3月加息50个基点的概率超过了75%。美国劳工部公布，1月CPI同比上涨7.5%，高于经济学家预期的7.3%，为1982年以来最大升幅。美联储官员James Bullard表示，他支持在7月初之前累计加息一个百分点，包括2000年以来首次加息50个基点。“我希望在7月1日之前看到已经升息100个基点，”Bullard周四接受采访时表示， “我本来就比较鹰派了，但还是大幅提高了利率预期，因为我认为委员会应该采取行动。”房价飙升 美国首次购房者可负担能力达到三年来最差在美国买房正变得越来越难。美国全国地产经纪商协会（NAR）称，对于首次购房者而言，第四季度按揭贷款的月供占家庭收入的比重跃升至25.6%，可负担能力为三年来最差。去年同期这一比例为22.4%。该组织在周四的一份报告中表示，房价飙升再加上抵押贷款利率上升使得典型家庭的月供增加201美元。NAR还表示，第四季度二手单户住宅的中值价格上涨14.6%至361700美元。涨幅略低于一年前的15.9%。在房地产经纪人调查的183个大都市区中，67%的房价涨幅达到两位数，第三季度这个比例为78%。同比涨幅最大的地区是佛罗里达州的Punta Gorda，攀升28.7%；其次是佛罗里达州的Ocala，上涨28.2%；德克萨斯州的奥斯汀房价攀升25.8%。OPEC认为随着经济反弹 全球石油需求面临上行潜力石油输出国组织（OPEC）表示，随着经济活动的反弹和旅行升温，全球石油需求复苏今年可能超过预期。石油输出国组织已经无法以足够快的速度恢复供应以满足消费复苏，这推动油价升至每桶90美元以上的七年高点，并加剧主要经济体的通胀压力。在最新月度报告中，该组织表示，从疫情到通货膨胀，正面临许多挑战，但全球需求量增速可能会超过其目前对2022年的预期——420万桶/天。“基于持续观察到的强劲经济复苏，预测的上行潜力占上风，”该组织在月度报告中表示，“此外，出行预计将更活跃，特别是在旅游业方面。”该报告还显示，按照OPEC自己的标准，市场供应紧张，截至去年12月，发达国家的库存比其2015-2019年的平均水平低约2.02亿桶。巴菲特投资组合中去年表现最好的是一只被他大幅减持的股票去年，沃伦·巴菲特手上表现最好的股票是哪只？是被他抛售的一家公司。根据媒体汇编的数据，富国银行股票去年的总回报率为61%，超过了伯克希尔所公布的截至9月30日止投资组合最新数据中任何一只股票的表现。其表现也远超过了伯克希尔的两大押注：苹果公司和美国银行。巴菲特的伯克希尔未来几天将会披露有关持股的最新信息。申报文件已经显示，该公司基本上错失了富国银行反弹的良机。多年来，总部在旧金山的富国银行都是伯克希尔股票投资组合当中，按照市值计算最大的股份押注，也常常得到巴菲特本人的夸奖。但是随着该行丑闻缠身，伯克希尔到去年9月份，将投资规模从2019年底的3.23亿股削减至了大约67.5万股。特斯拉再召回近58万辆电动汽车：因行人警告系统声音或被掩盖据报道，特斯拉正在美国召回约57.9万辆电动汽车，主要因为汽车的“Boombox”功能可能会掩盖“行人警告系统”（PWS）的声音，从而增加撞车的风险。2020年12月，特斯拉推出了“Boombox”功能，允许车主自定义汽车喇叭的声音，内置放屁、模仿山羊叫和小号等多种音频。同时，在电动汽车行驶过程中也会持续播不同类型的音乐，包括摇滚乐等。美国国家公路交通安全管理局（NHTSA）在其网站上称，特斯拉轿车和SUV的“Boombox”功能，允许司机在车辆行驶时播放声音。这违反了联邦安全标准，即要求电动汽车发出行人警告提示音。而“Boombox”功能可能会掩盖“行人警告系统”的声音，从而增加撞车的风险。NHTSA表示，特斯拉将通过OTA远程软件更新来解决这个问题，该更新将禁用“Boombox”功能。此次召回涉及部分2020年至2022年生产的Model X、Model S和Model Y车型，以及2017年至2022年生产的 Model 3。随着美国安全监管机构加强对特斯拉的审查，这已经是特斯拉在过去两周内公布的第四次召回，其中两次源于软件错误。","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630008929,"gmtCreate":1642609643606,"gmtModify":1642609643606,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489631467627320","authorIdStr":"3489631467627320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>买put天天捡钱","listText":"<a 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boy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698758470","repostId":"2194417490","repostType":2,"repost":{"id":"2194417490","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1640480210,"share":"https://www.laohu8.com/m/news/2194417490?lang=&edition=full","pubTime":"2021-12-26 08:56","market":"hk","language":"zh","title":"桥水：当流动性耗尽时，小心这些泡沫破裂","url":"https://stock-news.laohu8.com/highlight/detail?id=2194417490","media":"Wind万得","summary":"桥水团队认为，他们所看到的泡沫在美国尤为明显。桥水指出，现在的问题在于，美联储适度收紧政策是否会开始消除这些泡沫。桥水称，市场中“泡沫最多”的领域已经从峰值下跌逾25%。与此同时，流动性正在逐步撤出，尽管市场的不确定性增加，美联储似乎仍在坚持其宣布的缩减购债计划。桥水还表示，如果流动性撤出是泡沫破裂的原因，那么其后果将更为广泛。考虑到美国股市对流动性状况异常敏感，其影响可能更加严重。","content":"<p>目前金融市场中存在的泡沫可能比大多数投资者意识到的要多。知名对冲基金桥水基金（Bridgewater）在多个领域看到了泡沫，包括新兴科技股、特殊目的收购公司（SPAC）、加密货币、收藏品、非同质化代币（NFT）等。桥水团队认为，他们所看到的泡沫在美国尤为明显。</p>\n<p>桥水团队表示，自新冠疫情开始以来，“前所未有的流动性洪流”导致其泡沫衡量指标“在全球市场的某些领域亮起红灯”。他们注意到，美国政府发放的巨额支票支撑着该国民众的收入，而抗疫封锁措施限制了民众的支出。与此同时，竞争和技术使得投资比以往任何时候都更便宜、更容易进行。</p>\n<p>当然，所有泡沫都会在助长它们的燃料耗尽时破裂，尽管这个时间点难以准确预测。桥水指出，现在的问题在于，美联储适度收紧政策是否会开始消除这些泡沫。另一个关键问题是，挤压泡沫是“健康的还是恶兆”，在桥水看来，这两点兼而有之。</p>\n<p>虽然整体而言市场目前仍处于高位附近，但有相当大一部分已大幅下挫。桥水称，市场中“泡沫最多”的领域已经从峰值下跌逾25%。不过，Myrmikan的Daniel Oliver等其他人士报告称，部分资产的价格自5月以来上涨了10%。</p>\n<p>尽管如此，桥水团队相信，随着投机性工具的庞大交易量自近期峰值显著下降，泡沫已经开始消退。他们还指出，最近几周对冲基金大幅去杠杆化。此外，比特币及许多其他加密货币至少下跌了20%，IPO和SPAC上市活动也已降温。</p>\n<p>桥水认为，消除泡沫至少在一定程度上而言是有益市场健康的。而且美联储可能会很乐意看到这一点。美联储5月曾警告说，资产价格过高，若风险偏好下降，市场很容易出现大跌。不过，桥水补充道，管理消除泡沫的影响并不总是易事或令人满意。</p>\n<p>桥水团队表示，他们将关注市场对流动性的敏感性。他们指出，有关新冠病毒奥密克戎变异株的消息引发上个月市场加速波动。与此同时，流动性正在逐步撤出，尽管市场的不确定性增加，美联储似乎仍在坚持其宣布的缩减购债计划。</p>\n<p>他们警告称，美国股市目前对流动性撤出的反应比过去20多年来的任何时候都要敏感。因此，桥水认为，决策者会在市场出现重大调整时提供支撑，尽管“短期内可能会经历痛苦”。</p>\n<p>金融市场中几个投机性最强的领域甚至在奥密克戎出现之前就开始从近期的高点下跌。不过，桥水团队指出，与上涨阶段相比，目前的回调幅度仍然很小，并补充称，在其看来，对股市中泡沫最多的10%领域的定价看起来仍“非常激进”。</p>\n<p><b>散户的影响力</b></p>\n<p>桥水还警告说，散户投资者在股市的各个领域大举买入。因此，如果泡沫破裂，使用了杠杆的散户投资者可能会被迫平仓，进而加大抛售。</p>\n<p>桥水指出，散户投资者市场参与度的提高还将从其他方面影响市场泡沫。例如，散户投资者创造了大量账面财富，使得资产回报与零售支出联系起来，如同上世纪90年代末。</p>\n<p>桥水解释说，当前家庭财富相对于收入的增长速度是近代史上最快的。这就像上世纪90年代，大量财富增长来自流动性和股票等按市值计价的金融资产，人们很容易花掉这些收益。当时，纳斯达克指数与零售销售之间的短期波动存在强烈的相关性。</p>\n<p>通常情况下，消费支出与纳指间的相关性比90年代松散得多，但现在，股价与消费支出之间的相关性已然收紧。二者的联系在2018年和2019年就已经开始收紧。桥水补充称，随着经济重新开放，消费支出开始释放。一旦股市泡沫破裂，很可能会累及消费支出。</p>\n<p>在桥水看来，散户投资者仍然是市场中的主导力量。桥水表示，尽管本月散户资金的股票和期权交易放缓，但这种势头是会持续还是会出现反弹，将决定泡沫何时以及以多快的速度破灭。</p>\n<p>桥水指出，来自散户投资者的投机性资金流在一个狭窄的领域内制造了泡沫，但散户持有的不仅仅是泡沫股。除了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，散户还购买了大量<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等其他科技公司的股票。此外，散户也参与了从成长板块到价值板块的轮动。因此，若泡沫破裂迫使散户投资者平仓，可能加剧市场抛售，并使负面情绪在整个市场传播。</p>\n<p>桥水还表示，如果流动性撤出是泡沫破裂的原因，那么其后果将更为广泛。桥水认为，这最有可能戳破泡沫，因为政府的刺激支票和其他支持举措所增加的流动性推高了贴现率和风险溢价。考虑到美国股市对流动性状况异常敏感，其影响可能更加严重。</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>桥水：当流动性耗尽时，小心这些泡沫破裂</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桥水：当流动性耗尽时，小心这些泡沫破裂\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-26 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>目前金融市场中存在的泡沫可能比大多数投资者意识到的要多。知名对冲基金桥水基金（Bridgewater）在多个领域看到了泡沫，包括新兴科技股、特殊目的收购公司（SPAC）、加密货币、收藏品、非同质化代币（NFT）等。桥水团队认为，他们所看到的泡沫在美国尤为明显。</p>\n<p>桥水团队表示，自新冠疫情开始以来，“前所未有的流动性洪流”导致其泡沫衡量指标“在全球市场的某些领域亮起红灯”。他们注意到，美国政府发放的巨额支票支撑着该国民众的收入，而抗疫封锁措施限制了民众的支出。与此同时，竞争和技术使得投资比以往任何时候都更便宜、更容易进行。</p>\n<p>当然，所有泡沫都会在助长它们的燃料耗尽时破裂，尽管这个时间点难以准确预测。桥水指出，现在的问题在于，美联储适度收紧政策是否会开始消除这些泡沫。另一个关键问题是，挤压泡沫是“健康的还是恶兆”，在桥水看来，这两点兼而有之。</p>\n<p>虽然整体而言市场目前仍处于高位附近，但有相当大一部分已大幅下挫。桥水称，市场中“泡沫最多”的领域已经从峰值下跌逾25%。不过，Myrmikan的Daniel Oliver等其他人士报告称，部分资产的价格自5月以来上涨了10%。</p>\n<p>尽管如此，桥水团队相信，随着投机性工具的庞大交易量自近期峰值显著下降，泡沫已经开始消退。他们还指出，最近几周对冲基金大幅去杠杆化。此外，比特币及许多其他加密货币至少下跌了20%，IPO和SPAC上市活动也已降温。</p>\n<p>桥水认为，消除泡沫至少在一定程度上而言是有益市场健康的。而且美联储可能会很乐意看到这一点。美联储5月曾警告说，资产价格过高，若风险偏好下降，市场很容易出现大跌。不过，桥水补充道，管理消除泡沫的影响并不总是易事或令人满意。</p>\n<p>桥水团队表示，他们将关注市场对流动性的敏感性。他们指出，有关新冠病毒奥密克戎变异株的消息引发上个月市场加速波动。与此同时，流动性正在逐步撤出，尽管市场的不确定性增加，美联储似乎仍在坚持其宣布的缩减购债计划。</p>\n<p>他们警告称，美国股市目前对流动性撤出的反应比过去20多年来的任何时候都要敏感。因此，桥水认为，决策者会在市场出现重大调整时提供支撑，尽管“短期内可能会经历痛苦”。</p>\n<p>金融市场中几个投机性最强的领域甚至在奥密克戎出现之前就开始从近期的高点下跌。不过，桥水团队指出，与上涨阶段相比，目前的回调幅度仍然很小，并补充称，在其看来，对股市中泡沫最多的10%领域的定价看起来仍“非常激进”。</p>\n<p><b>散户的影响力</b></p>\n<p>桥水还警告说，散户投资者在股市的各个领域大举买入。因此，如果泡沫破裂，使用了杠杆的散户投资者可能会被迫平仓，进而加大抛售。</p>\n<p>桥水指出，散户投资者市场参与度的提高还将从其他方面影响市场泡沫。例如，散户投资者创造了大量账面财富，使得资产回报与零售支出联系起来，如同上世纪90年代末。</p>\n<p>桥水解释说，当前家庭财富相对于收入的增长速度是近代史上最快的。这就像上世纪90年代，大量财富增长来自流动性和股票等按市值计价的金融资产，人们很容易花掉这些收益。当时，纳斯达克指数与零售销售之间的短期波动存在强烈的相关性。</p>\n<p>通常情况下，消费支出与纳指间的相关性比90年代松散得多，但现在，股价与消费支出之间的相关性已然收紧。二者的联系在2018年和2019年就已经开始收紧。桥水补充称，随着经济重新开放，消费支出开始释放。一旦股市泡沫破裂，很可能会累及消费支出。</p>\n<p>在桥水看来，散户投资者仍然是市场中的主导力量。桥水表示，尽管本月散户资金的股票和期权交易放缓，但这种势头是会持续还是会出现反弹，将决定泡沫何时以及以多快的速度破灭。</p>\n<p>桥水指出，来自散户投资者的投机性资金流在一个狭窄的领域内制造了泡沫，但散户持有的不仅仅是泡沫股。除了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，散户还购买了大量<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等其他科技公司的股票。此外，散户也参与了从成长板块到价值板块的轮动。因此，若泡沫破裂迫使散户投资者平仓，可能加剧市场抛售，并使负面情绪在整个市场传播。</p>\n<p>桥水还表示，如果流动性撤出是泡沫破裂的原因，那么其后果将更为广泛。桥水认为，这最有可能戳破泡沫，因为政府的刺激支票和其他支持举措所增加的流动性推高了贴现率和风险溢价。考虑到美国股市对流动性状况异常敏感，其影响可能更加严重。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"QQQ":"纳指100ETF",".DJI":"道琼斯","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QID":"纳指两倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194417490","content_text":"目前金融市场中存在的泡沫可能比大多数投资者意识到的要多。知名对冲基金桥水基金（Bridgewater）在多个领域看到了泡沫，包括新兴科技股、特殊目的收购公司（SPAC）、加密货币、收藏品、非同质化代币（NFT）等。桥水团队认为，他们所看到的泡沫在美国尤为明显。\n桥水团队表示，自新冠疫情开始以来，“前所未有的流动性洪流”导致其泡沫衡量指标“在全球市场的某些领域亮起红灯”。他们注意到，美国政府发放的巨额支票支撑着该国民众的收入，而抗疫封锁措施限制了民众的支出。与此同时，竞争和技术使得投资比以往任何时候都更便宜、更容易进行。\n当然，所有泡沫都会在助长它们的燃料耗尽时破裂，尽管这个时间点难以准确预测。桥水指出，现在的问题在于，美联储适度收紧政策是否会开始消除这些泡沫。另一个关键问题是，挤压泡沫是“健康的还是恶兆”，在桥水看来，这两点兼而有之。\n虽然整体而言市场目前仍处于高位附近，但有相当大一部分已大幅下挫。桥水称，市场中“泡沫最多”的领域已经从峰值下跌逾25%。不过，Myrmikan的Daniel Oliver等其他人士报告称，部分资产的价格自5月以来上涨了10%。\n尽管如此，桥水团队相信，随着投机性工具的庞大交易量自近期峰值显著下降，泡沫已经开始消退。他们还指出，最近几周对冲基金大幅去杠杆化。此外，比特币及许多其他加密货币至少下跌了20%，IPO和SPAC上市活动也已降温。\n桥水认为，消除泡沫至少在一定程度上而言是有益市场健康的。而且美联储可能会很乐意看到这一点。美联储5月曾警告说，资产价格过高，若风险偏好下降，市场很容易出现大跌。不过，桥水补充道，管理消除泡沫的影响并不总是易事或令人满意。\n桥水团队表示，他们将关注市场对流动性的敏感性。他们指出，有关新冠病毒奥密克戎变异株的消息引发上个月市场加速波动。与此同时，流动性正在逐步撤出，尽管市场的不确定性增加，美联储似乎仍在坚持其宣布的缩减购债计划。\n他们警告称，美国股市目前对流动性撤出的反应比过去20多年来的任何时候都要敏感。因此，桥水认为，决策者会在市场出现重大调整时提供支撑，尽管“短期内可能会经历痛苦”。\n金融市场中几个投机性最强的领域甚至在奥密克戎出现之前就开始从近期的高点下跌。不过，桥水团队指出，与上涨阶段相比，目前的回调幅度仍然很小，并补充称，在其看来，对股市中泡沫最多的10%领域的定价看起来仍“非常激进”。\n散户的影响力\n桥水还警告说，散户投资者在股市的各个领域大举买入。因此，如果泡沫破裂，使用了杠杆的散户投资者可能会被迫平仓，进而加大抛售。\n桥水指出，散户投资者市场参与度的提高还将从其他方面影响市场泡沫。例如，散户投资者创造了大量账面财富，使得资产回报与零售支出联系起来，如同上世纪90年代末。\n桥水解释说，当前家庭财富相对于收入的增长速度是近代史上最快的。这就像上世纪90年代，大量财富增长来自流动性和股票等按市值计价的金融资产，人们很容易花掉这些收益。当时，纳斯达克指数与零售销售之间的短期波动存在强烈的相关性。\n通常情况下，消费支出与纳指间的相关性比90年代松散得多，但现在，股价与消费支出之间的相关性已然收紧。二者的联系在2018年和2019年就已经开始收紧。桥水补充称，随着经济重新开放，消费支出开始释放。一旦股市泡沫破裂，很可能会累及消费支出。\n在桥水看来，散户投资者仍然是市场中的主导力量。桥水表示，尽管本月散户资金的股票和期权交易放缓，但这种势头是会持续还是会出现反弹，将决定泡沫何时以及以多快的速度破灭。\n桥水指出，来自散户投资者的投机性资金流在一个狭窄的领域内制造了泡沫，但散户持有的不仅仅是泡沫股。除了特斯拉，散户还购买了大量苹果、亚马逊和微软等其他科技公司的股票。此外，散户也参与了从成长板块到价值板块的轮动。因此，若泡沫破裂迫使散户投资者平仓，可能加剧市场抛售，并使负面情绪在整个市场传播。\n桥水还表示，如果流动性撤出是泡沫破裂的原因，那么其后果将更为广泛。桥水认为，这最有可能戳破泡沫，因为政府的刺激支票和其他支持举措所增加的流动性推高了贴现率和风险溢价。考虑到美国股市对流动性状况异常敏感，其影响可能更加严重。","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693610260,"gmtCreate":1640012217878,"gmtModify":1640012217878,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489631467627320","authorIdStr":"3489631467627320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>起飞","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>起飞","text":"$纳斯达克(.IXIC)$起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693610260","isVote":1,"tweetType":1,"viewCount":2133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606560346,"gmtCreate":1638894121278,"gmtModify":1638894121278,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489631467627320","authorIdStr":"3489631467627320"},"themes":[],"htmlText":"🐮","listText":"🐮","text":"🐮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606560346","repostId":"1161689610","repostType":4,"repost":{"id":"1161689610","kind":"news","pubTimestamp":1638877218,"share":"https://www.laohu8.com/m/news/1161689610?lang=&edition=full","pubTime":"2021-12-07 19:40","market":"sh","language":"zh","title":"回顾2021年，什么样的股票可以成为N倍股？","url":"https://stock-news.laohu8.com/highlight/detail?id=1161689610","media":"华尔街见闻","summary":"事实上，N倍股有其共性特征和诞生规律可找。","content":"<p>作者：夏雨辰</p>\n<p>人人渴求大牛股，总觉得“踏破铁鞋无觅处”，但事实上，N倍股有其共性特征和诞生规律可找。</p>\n<p>2021年以来，A股市场风格持续变化，无论是从“茅指数”到“宁组合”的逐渐切换，亦或是今年7-8月周期概念股的“群魔乱舞”，市场风格切换速度之快令人咋舌。</p>\n<p>不得不说，今年真是牛股辈出。开源证券通过截至11月29日的数据统计分析得出，2021年是近五年来N倍股票数量占比最高的一年，年内N倍股数量占比达到7.94%。</p>\n<p><img src=\"https://static.tigerbbs.com/3f821920a65e4d8375471914853c8d46\" tg-width=\"523\" tg-height=\"275\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开源证券通过对今年的362只N倍股的相关赛道进行统计分类，得出结论：<b>从行业上来看，如锂电池、新能车、光伏、储能等热门赛道，还有次新股、ST等概念，会有较大概率出N倍股。</b></p>\n<p><img src=\"https://static.tigerbbs.com/57e2da0b3443233883f9728ad7c681a6\" tg-width=\"716\" tg-height=\"232\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>2021年是“碳中和元年”，围绕着碳中和、新能源等有关个股涌出了不少投资机会。</b></p>\n<p>上述这些热门赛道往往是普通投资者也能抓住的投资方向，因为讨论热度高，获取有价值信息的门槛相对较低，散户也有机会能“瞄准”这类大牛股。</p>\n<p>此外，从风格板块来看，开源证券认为年内N倍股主要集中于高弹性、高估值、高负债、低盈利、低成长、高换手、高波动和小市值风格，还有制造和周期板块。</p>\n<p><img src=\"https://static.tigerbbs.com/39983a360a9098fbec2489e35fabe60a\" tg-width=\"710\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>从机构覆盖度来看，年内涨幅较高的个股多出于鲜有机构问津的个股。</b></p>\n<p>虽然今年总调研频次及总调研个股数量均创历史新高，但是仍有不少个股一开始并不受机构重视。</p>\n<p>开源证券通过数据统计发现，年内N倍股多为小市值且前期业绩不佳的个股，机构对这些个股的覆盖度在行情启动前比较低。</p>\n<p>但是随着这些个股股价的持续上涨，话题热度和机构参与度会得到迅速提升，机构覆盖度也随之明显增加，股价因此翻了又番。</p>\n<p><img src=\"https://static.tigerbbs.com/9f91630a0c6ca2669ab3097e96ee3c36\" tg-width=\"528\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>还有一个冷门的角度——从股东结构来看，数据显示，年内涨幅越高的N倍股，在行情启动前股东户数占比越低，且随着个股行情的不断爬升，股东户数增长倍数提升。</p>\n<p>另外，在行情上涨期间，机构不断的吸筹强筹来推高股价，机构投资者占比逐渐增加。</p>\n<p><img src=\"https://static.tigerbbs.com/44f56312c071d29793ef5021458b969a\" tg-width=\"713\" tg-height=\"329\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>N倍股诞生过程中机构参与痕迹明显</b></p>\n<p>开源证券把2021年以来的N倍股从最低点开始的上涨路径按照每10个交易日划分成12段，分别统计每一段中股票上涨幅度、日均换手率与波动率的中位数。</p>\n<p>数据结果显示：在前10个交易日，N倍股的上涨幅度最为显著，中位数高达15.53%，而在前10~20个交易日，涨幅则明显回落，在随后的交易日中呈现震荡上涨的态势，平均涨幅缓慢抬升。</p>\n<p><b>与此同时，股票的换手率与波动则一直在提升，表明股票的热度与参与度在持续提高。</b></p>\n<p><img src=\"https://static.tigerbbs.com/dea7be1da306dde4f73802bd6b787761\" tg-width=\"524\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/22b15ac231d0a889497d9d50de528da2\" tg-width=\"522\" tg-height=\"256\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在上涨过程中，来自资金流与龙虎榜的证据表明，机构的参与在逐渐提高，但在股票上涨的不同阶段，机构的净买入行为对于股票涨跌的预测性有所不同在上涨前期，机构的净买入行为对股价后续的表现有着明显的推动作用。</p>\n<p><img src=\"https://static.tigerbbs.com/b959bdce4ffa4b04c6dd60865ecaa53c\" tg-width=\"525\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"highlight_wallstreetcn","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>回顾2021年，什么样的股票可以成为N倍股？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n回顾2021年，什么样的股票可以成为N倍股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-07 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3646692><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：夏雨辰\n人人渴求大牛股，总觉得“踏破铁鞋无觅处”，但事实上，N倍股有其共性特征和诞生规律可找。\n2021年以来，A股市场风格持续变化，无论是从“茅指数”到“宁组合”的逐渐切换，亦或是今年7-8月周期概念股的“群魔乱舞”，市场风格切换速度之快令人咋舌。\n不得不说，今年真是牛股辈出。开源证券通过截至11月29日的数据统计分析得出，2021年是近五年来N倍股票数量占比最高的一年，年内N倍股数量占比...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646692\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ce4524f3159771d39966dbd4e93487d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3646692","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1161689610","content_text":"作者：夏雨辰\n人人渴求大牛股，总觉得“踏破铁鞋无觅处”，但事实上，N倍股有其共性特征和诞生规律可找。\n2021年以来，A股市场风格持续变化，无论是从“茅指数”到“宁组合”的逐渐切换，亦或是今年7-8月周期概念股的“群魔乱舞”，市场风格切换速度之快令人咋舌。\n不得不说，今年真是牛股辈出。开源证券通过截至11月29日的数据统计分析得出，2021年是近五年来N倍股票数量占比最高的一年，年内N倍股数量占比达到7.94%。\n\n开源证券通过对今年的362只N倍股的相关赛道进行统计分类，得出结论：从行业上来看，如锂电池、新能车、光伏、储能等热门赛道，还有次新股、ST等概念，会有较大概率出N倍股。\n\n2021年是“碳中和元年”，围绕着碳中和、新能源等有关个股涌出了不少投资机会。\n上述这些热门赛道往往是普通投资者也能抓住的投资方向，因为讨论热度高，获取有价值信息的门槛相对较低，散户也有机会能“瞄准”这类大牛股。\n此外，从风格板块来看，开源证券认为年内N倍股主要集中于高弹性、高估值、高负债、低盈利、低成长、高换手、高波动和小市值风格，还有制造和周期板块。\n\n从机构覆盖度来看，年内涨幅较高的个股多出于鲜有机构问津的个股。\n虽然今年总调研频次及总调研个股数量均创历史新高，但是仍有不少个股一开始并不受机构重视。\n开源证券通过数据统计发现，年内N倍股多为小市值且前期业绩不佳的个股，机构对这些个股的覆盖度在行情启动前比较低。\n但是随着这些个股股价的持续上涨，话题热度和机构参与度会得到迅速提升，机构覆盖度也随之明显增加，股价因此翻了又番。\n\n还有一个冷门的角度——从股东结构来看，数据显示，年内涨幅越高的N倍股，在行情启动前股东户数占比越低，且随着个股行情的不断爬升，股东户数增长倍数提升。\n另外，在行情上涨期间，机构不断的吸筹强筹来推高股价，机构投资者占比逐渐增加。\n\nN倍股诞生过程中机构参与痕迹明显\n开源证券把2021年以来的N倍股从最低点开始的上涨路径按照每10个交易日划分成12段，分别统计每一段中股票上涨幅度、日均换手率与波动率的中位数。\n数据结果显示：在前10个交易日，N倍股的上涨幅度最为显著，中位数高达15.53%，而在前10~20个交易日，涨幅则明显回落，在随后的交易日中呈现震荡上涨的态势，平均涨幅缓慢抬升。\n与此同时，股票的换手率与波动则一直在提升，表明股票的热度与参与度在持续提高。\n\n\n在上涨过程中，来自资金流与龙虎榜的证据表明，机构的参与在逐渐提高，但在股票上涨的不同阶段，机构的净买入行为对于股票涨跌的预测性有所不同在上涨前期，机构的净买入行为对股价后续的表现有着明显的推动作用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":619180700,"gmtCreate":1649088343635,"gmtModify":1649127263451,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489631467627320","idStr":"3489631467627320"},"themes":[],"htmlText":"<a 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n央行：保持货币政策稳定，不存在长期通胀通缩基础\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 18:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/4312766/index.html><strong>中国人民银行</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月9日，中国人民银行发布2021年第二季度中国货币政策执行报告。\n央行在报告中表示：总体来看，疫情发生以来我国坚持实施正常的货币政策，今年上半年货币政策力度已基本回到疫情前的常态，在全球宏观政策中保持领先态势。\n下一阶段，中国人民银行将统筹做好今明两年宏观政策衔接，保持货币政策稳定性，增强前瞻性、有效性，既有力支持实体经济，又坚决不搞“大水漫灌”，以适度的货币增长支持经济高质量发展，助力中小企业...</p>\n\n<a href=\"http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/4312766/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/107b097b5a78709b311d304356ffc5ee","relate_stocks":{"000001.SH":"上证指数"},"source_url":"http://www.pbc.gov.cn/goutongjiaoliu/113456/113469/4312766/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124824637","content_text":"8月9日，中国人民银行发布2021年第二季度中国货币政策执行报告。\n央行在报告中表示：总体来看，疫情发生以来我国坚持实施正常的货币政策，今年上半年货币政策力度已基本回到疫情前的常态，在全球宏观政策中保持领先态势。\n下一阶段，中国人民银行将统筹做好今明两年宏观政策衔接，保持货币政策稳定性，增强前瞻性、有效性，既有力支持实体经济，又坚决不搞“大水漫灌”，以适度的货币增长支持经济高质量发展，助力中小企业和困难行业持续恢复，保持经济运行在合理区间。\n稳健的货币政策要灵活精准、合理适度，稳字当头，坚持正常的货币政策，搞好跨周期政策设计，增强宏观政策自主性，根据国内经济形势和物价走势把握好政策力度和节奏，处理好经济发展和防范风险的关系，维护经济大局总体平稳，增强经济发展韧性。\n密切跟踪研判物价走势，稳定社会预期，保持物价水平总体稳定。\n发挥再贷款、再贴现和直达实体经济货币政策工具的牵引带动作用，实施好信贷增长缓慢省份再贷款政策，有序推动碳减排支持工具落地生效，引导金融机构加大对科技创新、小微企业、绿色发展、制造业等领域的支持。\n健全市场化利率形成和传导机制，继续释放贷款市场报价利率改革潜力，完善央行政策利率体系，持续优化存款利率监管，推动实际贷款利率进一步降低。\n深化汇率市场化改革，增强人民币汇率弹性，稳定市场预期，加强宏观审慎管理，引导企业和金融机构坚持“风险中性”理念，保持人民币汇率在合理均衡水平上的基本稳定。\nCPI涨幅温和，PPI阶段性走高，总的看通胀压力可控，不存在长期通胀或通缩的基础。2021年第二季度，居民旅游出行恢复、汽柴油价格上涨和猪肉价格下降等因素共同作用，CPI涨幅处于1%左右的低位，预计下半年仍将在合理区间内平稳运行。与此同时，受大宗商品价格上涨和低基数等因素影响，PPI涨幅有所扩大，对此宜客观、历史看待。\n严格控制高耗能高排放项目信贷规模，推动“两高”项目绿色转型升级。牢牢坚持房子是用来住的、不是用来炒的定位，坚持不将房地产作为短期刺激经济的手段，坚持稳地价、稳房价、稳预期，保持房地产金融政策的连续性、一致性、稳定性，实施好房地产金融审慎管理制度，加大住房租赁金融支持力度。\n下阶段，人民银行注重提高货币政策框架的透明度，保持预期管理的效率与公平，进一步增强公众获取信息的公平性，增强货币政策传导有效性和央行公信力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148954455,"gmtCreate":1625921844977,"gmtModify":1625921844977,"author":{"id":"3489631467627320","authorId":"3489631467627320","name":"Soulja","avatar":"https://static.tigerbbs.com/00a6d2e66d19fa6214212c743ffd6d82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489631467627320","idStr":"3489631467627320"},"themes":[],"htmlText":"<a 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