昵称茅台酒的个人主页 - 老虎社区

昵称茅台酒

昵称茅台酒

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IP属地：陕西

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昵称茅台酒

05-17

$Faraday Future(FFIE)$

昵称茅台酒

03-28

体验要是和发布会说的一样，这价格绝对超值了

三年磨一剑，小米SU7全系三个版本，标准版售价21.59万元

昵称茅台酒

2022-11-16

$Faraday Future(FFIE)$ GRD

昵称茅台酒

2022-11-10

好消息啊

抱歉，原内容已删除

昵称茅台酒

2022-11-08

$特斯拉(TSLA)$好久没看特斯拉了，竟然跌到180了……

昵称茅台酒

2022-11-05

股神竟然亏损了

伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元

昵称茅台酒

2022-10-26

哈哈哈你们不看内容就评论，根本就没理解标题想表达的意思

中金公司：美债2022=石油2020？

昵称茅台酒

2022-10-17

牛逼，净利润翻了2倍多

比亚迪股份：预计前三季度净利同比增长272%-289%

昵称茅台酒

2022-10-10

股价怎么就上不去呢

宁德时代：预计Q3净利润同比增长169.33%-199.94%

昵称茅台酒

2022-08-25

留给FF的时间不多了

比亚迪准备推出起步价百万元的高端新能源汽车品牌

昵称茅台酒

2022-08-19

$Faraday Future(FFIE)$总股本为什么比昨天多了2000万股？

昵称茅台酒

2022-08-19

$荔枝(LIZI)$这股真不给力

昵称茅台酒

2022-08-18

小编认为这是史上最穷大学生

靠“散户概念股”，美国一大学生狂赚1.1亿美元

昵称茅台酒

2022-08-03

$尚乘数科(HKD)$牛逼，比蹦极还刺激

昵称茅台酒

2022-08-03

$尚乘数科(HKD)$老美SEC不管吗？

昵称茅台酒

2022-08-02

意向金什么意思？下周打钱？

法拉第未来盘前暴涨，大股东签署最高6亿美金投资意向书

昵称茅台酒

2022-08-01

$荔枝(LIZI)$这股一点活力都没了

昵称茅台酒

2022-08-01

$Faraday Future(FFIE)$听说FF中国总部落户上海了

昵称茅台酒

2022-08-01

大环境不好，谁都不好过

昵称茅台酒

2022-07-28

摩擦性衰退的意思吗[得意]

进入“技术性衰退”！美国第二季度实际GDP年化季率初值-0.9%

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>&nbsp;","text":"$Faraday Future(FFIE)$","images":[{"img":"https://static.tigerbbs.com/7b9f596a6ebe49da9a290422a172ba98","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306842689876160","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":289219443056944,"gmtCreate":1711633256197,"gmtModify":1711633258240,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"体验要是和发布会说的一样，这价格绝对超值了","listText":"体验要是和发布会说的一样，这价格绝对超值了","text":"体验要是和发布会说的一样，这价格绝对超值了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289219443056944","repostId":"1131563511","repostType":2,"repost":{"id":"1131563511","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":1711627815,"share":"https://www.laohu8.com/m/news/1131563511?lang=&edition=full","pubTime":"2024-03-28 20:10","market":"hk","language":"zh","title":"三年磨一剑，小米SU7全系三个版本，标准版售价21.59万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1131563511","media":"老虎资讯综合","summary":"备受瞩目的小米汽车SU7正式发布会在北京拉开帷幕。","content":"<html><head></head><body><p><strong>小米集团董事长雷军在今晚的发布会上宣布，小米SU7后驱长续航智驾版（标准版）售价21.59万元，SU7 Pro售价24.59万元，SU7 Max售价29.99万元。</strong></p><p>四月底小米SU7标准版与Max版启动交付，5月底Pro版启动交付。</p><p>小米SU7系列将于22:00开始支付定金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562b226406268173d7a9e665a88ad656\" title=\"\" tg-width=\"1455\" tg-height=\"801\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2291ca37c247f6aa269a067a13559adb\" title=\"\" tg-width=\"1212\" tg-height=\"700\"/></p><p>小米集团ADR盘前涨幅近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1a1b0ba9d547f851cf7f6c60711bf5\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>特斯拉盘前股价短线走低。小鹏汽车、理想汽车、蔚来保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e778821f579966535a3f5b741baf7dcd\" title=\"\" tg-width=\"1406\" tg-height=\"652\"/></p><p>雷军表示，苹果用户开小米汽车也会有很好的体验。小米SU7将支持无线CarPlay，支持iPad上车。智能和生态是小米最大优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be03c96a8887b85aba14a04512fd883\" title=\"\" tg-width=\"640\" tg-height=\"314\"/></p><p style=\"text-align: justify;\">安全方面，被动安全：铠甲笼式车身，钢铝混合车身，安全气囊7个；主动安全：16个安全被指，AEB pro，风险解除后及时解除。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02204f49fd76d9b757864aa288d1b16a\" title=\"\" tg-width=\"640\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">电池安全，小米采用最高标准安全测试，也可以一键进入隐私模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfc5e9ba75cf7686931cd644ad8198c4\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p style=\"text-align: justify;\">雷军表示，小米SU7实现零百加速2.78秒，最高时速265km/h，直接对标保时捷Taycan，每次开车都做到了心潮澎湃。</p><p style=\"text-align: justify;\">双电机四驱动，低温加速也依然强劲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540907569b65aa02daf59474effdacad\" title=\"\" tg-width=\"640\" tg-height=\"368\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15b7b9e33dea4df0405412a108b9c0a3\" title=\"\" tg-width=\"640\" tg-height=\"349\"/></p><p style=\"text-align: justify;\">底盘全栈自研</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29cd3f3dce256b61094c7d29a812ab67\" title=\"\" tg-width=\"640\" tg-height=\"371\"/></p><p style=\"text-align: justify;\">小米汽车设计顾问克里斯·班戈发言称，加速的感觉堪称rocket-horse，满级马力，祝贺小米团队</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae21d12908a52fadab3527cd3e1005ad\" title=\"\" tg-width=\"640\" tg-height=\"355\"/></p><p style=\"text-align: justify;\">汽车内部有装设手机支架的位置，车载冰箱、</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27599dab25a18145285b323ca5187aae\" title=\"\" tg-width=\"640\" tg-height=\"402\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ee3d54cd63dfafbaeb353a2af327ee8\" title=\"\" tg-width=\"640\" tg-height=\"389\"/></p><p style=\"text-align: justify;\">天幕玻璃，防紫外线率99.9%，前风挡玻璃，隔热率97.6%。</p><p style=\"text-align: justify;\">雷军在小米汽车上市发布会上展示小米SU7防晒测试结果：38℃暴晒1.5小时，车内温度比特斯拉Model 3焕新版低12℃。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e252e96196916a21225772668bbfa276\" title=\"\" tg-width=\"640\" tg-height=\"373\"/></p><p style=\"text-align: justify;\">小米SU7四大色系，<strong>跑车色系：</strong>海湾蓝、熔岩橙；<strong>时尚色系：</strong>雅灰、流星蓝、霞光紫；<strong>豪华色系：</strong>橄榄绿、寒武岩灰；<strong>经典色系：</strong>珍珠白、钻石黑；其中五款金属漆，四种内饰颜色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d16b334055c63312e22821cc32c2831a\" title=\"\" tg-width=\"640\" tg-height=\"354\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55394d6acaa4ead3ee8667214085eda8\" title=\"\" tg-width=\"640\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">ID设计上，小米SU7正侧方为流畅饱满的车身曲线搭配极具张力的前轮包设计，尾部还有着小翘尾和光环尾灯，极具辨识度。</p><p style=\"text-align: justify;\">雷军表示，我们还有很多想传承的家族特征设计，希望它们能让小米汽车成为未来的经典，比如水滴形大灯、光环尾灯、175度涟漪曲面、半隐藏式门把手等。</p><p style=\"text-align: justify;\">此外，雷军还介绍了四款轮毂、四种轮胎、轮胎前窄厚款，32处收纳位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09373512e490c1eec9a713c4719cc24d\" title=\"\" tg-width=\"640\" tg-height=\"333\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe3a0dcf43222dea402ca7987a6edc4a\" title=\"\" tg-width=\"640\" tg-height=\"325\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec40de5db0381730e6bb712deaa84059\" title=\"\" tg-width=\"640\" tg-height=\"319\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6d0d9cbcfa550261155f9abeaef7ac5\" title=\"\" tg-width=\"640\" tg-height=\"348\"/></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>三年磨一剑，小米SU7全系三个版本，标准版售价21.59万元</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{ 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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三年磨一剑，小米SU7全系三个版本，标准版售价21.59万元\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\">2024-03-28 20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>小米集团董事长雷军在今晚的发布会上宣布，小米SU7后驱长续航智驾版（标准版）售价21.59万元，SU7 Pro售价24.59万元，SU7 Max售价29.99万元。</strong></p><p>四月底小米SU7标准版与Max版启动交付，5月底Pro版启动交付。</p><p>小米SU7系列将于22:00开始支付定金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562b226406268173d7a9e665a88ad656\" title=\"\" tg-width=\"1455\" tg-height=\"801\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2291ca37c247f6aa269a067a13559adb\" title=\"\" tg-width=\"1212\" tg-height=\"700\"/></p><p>小米集团ADR盘前涨幅近4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1a1b0ba9d547f851cf7f6c60711bf5\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>特斯拉盘前股价短线走低。小鹏汽车、理想汽车、蔚来保持涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e778821f579966535a3f5b741baf7dcd\" title=\"\" tg-width=\"1406\" tg-height=\"652\"/></p><p>雷军表示，苹果用户开小米汽车也会有很好的体验。小米SU7将支持无线CarPlay，支持iPad上车。智能和生态是小米最大优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4be03c96a8887b85aba14a04512fd883\" title=\"\" tg-width=\"640\" tg-height=\"314\"/></p><p style=\"text-align: justify;\">安全方面，被动安全：铠甲笼式车身，钢铝混合车身，安全气囊7个；主动安全：16个安全被指，AEB pro，风险解除后及时解除。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02204f49fd76d9b757864aa288d1b16a\" title=\"\" tg-width=\"640\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">电池安全，小米采用最高标准安全测试，也可以一键进入隐私模式。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfc5e9ba75cf7686931cd644ad8198c4\" title=\"\" tg-width=\"640\" tg-height=\"329\"/></p><p style=\"text-align: justify;\">雷军表示，小米SU7实现零百加速2.78秒，最高时速265km/h，直接对标保时捷Taycan，每次开车都做到了心潮澎湃。</p><p style=\"text-align: justify;\">双电机四驱动，低温加速也依然强劲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540907569b65aa02daf59474effdacad\" title=\"\" tg-width=\"640\" tg-height=\"368\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15b7b9e33dea4df0405412a108b9c0a3\" title=\"\" tg-width=\"640\" tg-height=\"349\"/></p><p style=\"text-align: justify;\">底盘全栈自研</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29cd3f3dce256b61094c7d29a812ab67\" title=\"\" tg-width=\"640\" tg-height=\"371\"/></p><p style=\"text-align: justify;\">小米汽车设计顾问克里斯·班戈发言称，加速的感觉堪称rocket-horse，满级马力，祝贺小米团队</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae21d12908a52fadab3527cd3e1005ad\" title=\"\" tg-width=\"640\" tg-height=\"355\"/></p><p style=\"text-align: justify;\">汽车内部有装设手机支架的位置，车载冰箱、</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27599dab25a18145285b323ca5187aae\" title=\"\" tg-width=\"640\" tg-height=\"402\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ee3d54cd63dfafbaeb353a2af327ee8\" title=\"\" tg-width=\"640\" tg-height=\"389\"/></p><p style=\"text-align: justify;\">天幕玻璃，防紫外线率99.9%，前风挡玻璃，隔热率97.6%。</p><p style=\"text-align: justify;\">雷军在小米汽车上市发布会上展示小米SU7防晒测试结果：38℃暴晒1.5小时，车内温度比特斯拉Model 3焕新版低12℃。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e252e96196916a21225772668bbfa276\" title=\"\" tg-width=\"640\" tg-height=\"373\"/></p><p style=\"text-align: justify;\">小米SU7四大色系，<strong>跑车色系：</strong>海湾蓝、熔岩橙；<strong>时尚色系：</strong>雅灰、流星蓝、霞光紫；<strong>豪华色系：</strong>橄榄绿、寒武岩灰；<strong>经典色系：</strong>珍珠白、钻石黑；其中五款金属漆，四种内饰颜色。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d16b334055c63312e22821cc32c2831a\" title=\"\" tg-width=\"640\" tg-height=\"354\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55394d6acaa4ead3ee8667214085eda8\" title=\"\" tg-width=\"640\" tg-height=\"318\"/></p><p style=\"text-align: justify;\">ID设计上，小米SU7正侧方为流畅饱满的车身曲线搭配极具张力的前轮包设计，尾部还有着小翘尾和光环尾灯，极具辨识度。</p><p style=\"text-align: justify;\">雷军表示，我们还有很多想传承的家族特征设计，希望它们能让小米汽车成为未来的经典，比如水滴形大灯、光环尾灯、175度涟漪曲面、半隐藏式门把手等。</p><p style=\"text-align: justify;\">此外，雷军还介绍了四款轮毂、四种轮胎、轮胎前窄厚款，32处收纳位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09373512e490c1eec9a713c4719cc24d\" title=\"\" tg-width=\"640\" tg-height=\"333\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe3a0dcf43222dea402ca7987a6edc4a\" title=\"\" tg-width=\"640\" tg-height=\"325\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec40de5db0381730e6bb712deaa84059\" title=\"\" tg-width=\"640\" tg-height=\"319\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6d0d9cbcfa550261155f9abeaef7ac5\" title=\"\" tg-width=\"640\" tg-height=\"348\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/436899f6a0c0e382ec3fbd3a22184c7e","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131563511","content_text":"小米集团董事长雷军在今晚的发布会上宣布，小米SU7后驱长续航智驾版（标准版）售价21.59万元，SU7 Pro售价24.59万元，SU7 Max售价29.99万元。四月底小米SU7标准版与Max版启动交付，5月底Pro版启动交付。小米SU7系列将于22:00开始支付定金。小米集团ADR盘前涨幅近4%。特斯拉盘前股价短线走低。小鹏汽车、理想汽车、蔚来保持涨势。雷军表示，苹果用户开小米汽车也会有很好的体验。小米SU7将支持无线CarPlay，支持iPad上车。智能和生态是小米最大优势。安全方面，被动安全：铠甲笼式车身，钢铝混合车身，安全气囊7个；主动安全：16个安全被指，AEB pro，风险解除后及时解除。电池安全，小米采用最高标准安全测试，也可以一键进入隐私模式。雷军表示，小米SU7实现零百加速2.78秒，最高时速265km/h，直接对标保时捷Taycan，每次开车都做到了心潮澎湃。双电机四驱动，低温加速也依然强劲。底盘全栈自研小米汽车设计顾问克里斯·班戈发言称，加速的感觉堪称rocket-horse，满级马力，祝贺小米团队汽车内部有装设手机支架的位置，车载冰箱、天幕玻璃，防紫外线率99.9%，前风挡玻璃，隔热率97.6%。雷军在小米汽车上市发布会上展示小米SU7防晒测试结果：38℃暴晒1.5小时，车内温度比特斯拉Model 3焕新版低12℃。小米SU7四大色系，跑车色系：海湾蓝、熔岩橙；时尚色系：雅灰、流星蓝、霞光紫；豪华色系：橄榄绿、寒武岩灰；经典色系：珍珠白、钻石黑；其中五款金属漆，四种内饰颜色。ID设计上，小米SU7正侧方为流畅饱满的车身曲线搭配极具张力的前轮包设计，尾部还有着小翘尾和光环尾灯，极具辨识度。雷军表示，我们还有很多想传承的家族特征设计，希望它们能让小米汽车成为未来的经典，比如水滴形大灯、光环尾灯、175度涟漪曲面、半隐藏式门把手等。此外，雷军还介绍了四款轮毂、四种轮胎、轮胎前窄厚款，32处收纳位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667138174,"gmtCreate":1668612496398,"gmtModify":1668612497198,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>GRD","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>GRD","text":"$Faraday Future(FFIE)$ GRD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667138174","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":664244403,"gmtCreate":1668087203502,"gmtModify":1668087206412,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"好消息啊","listText":"好消息啊","text":"好消息啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664244403","repostId":"1169533810","repostType":2,"isVote":1,"tweetType":1,"viewCount":1404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664881211,"gmtCreate":1667920716033,"gmtModify":1667920717546,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好久没看特斯拉了，竟然跌到180了……","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>好久没看特斯拉了，竟然跌到180了……","text":"$特斯拉(TSLA)$好久没看特斯拉了，竟然跌到180了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/664881211","isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664939780,"gmtCreate":1667650563840,"gmtModify":1667650566637,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"股神竟然亏损了","listText":"股神竟然亏损了","text":"股神竟然亏损了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664939780","repostId":"1133115865","repostType":4,"repost":{"id":"1133115865","pubTimestamp":1667649875,"share":"https://www.laohu8.com/m/news/1133115865?lang=&edition=full","pubTime":"2022-11-05 20:04","market":"us","language":"zh","title":"伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1133115865","media":"老虎资讯综合","summary":"在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，","content":"<html><head></head><body><blockquote>在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。</blockquote><p>在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。</p><p>11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%。</p><p>三季度运营利润为77.61亿美元，较去年同期的64.66亿美元增幅为20%。此项利润的范畴涵盖集团拥有的保险、铁路和公用事业等业务，不包括投资损益。</p><p><b>伯克希尔哈撒韦的保险业务在第三季度受到了冲击，保险承保业务损失了9.62亿美元，一定程度上拖累了三季度的营业利润。</b>当期受飓风伊恩(Ian)带来的影响，汽车行业索赔的频率和严重性不断增加。</p><p>其余业务方面，保险投资利润为14.08亿美元，高于上年同期的11.61亿美元，公用事业和能源业务的利润为15.85亿美元，高于去年同期的14.96亿美元；铁路业务利润从2021年同期的15.38亿美元下降到14.42亿美元。</p><p><img src=\"https://static.tigerbbs.com/635bcdb2e0a9521ce6164b1e0989b0e4\" tg-width=\"640\" tg-height=\"602\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>与二季度财报相似，<b>主要由于投资和衍生品投资组合的亏损，伯克希尔哈撒韦第三季度归属于股东的净亏损为26.9亿美元，去年同期为盈利103.4亿美元。</b></p><p>三季度，美股经历了过山车行情，标普500先是在7月至8月中旬迎来一波强劲反弹，随后一路下挫至9月底。</p><p>在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。</p><p>巴菲特再次告诉投资者，任何一个季度的账面投资收益（损失）金额“通常都是没有意义的”。</p><p>不过，与二季度530亿美元的投资损失相比，三季度其投资组合损失收窄至104.5亿美元，推动三季度的净利润亏损显著减少，二季度该公司净利润亏损437.55亿美元。</p><p><img src=\"https://static.tigerbbs.com/cc5b3bea058e914a12594a873f7e0a70\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>财报显示，截至三季度末，伯克希尔大约73%的持仓集中在五家公司：美国运通公司（205亿美元）、苹果公司（1265亿美元）、美国银行（312亿美元）、可口可乐公司（224亿美元）、雪佛龙公司（244亿美元）。<img src=\"https://static.tigerbbs.com/393b3b9a14716791495e156c3b04fb21\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>今年以来，只有苹果的跌幅比标普500指数21%的跌幅更糟一些，其下跌了24%，与二季度财报发布时年初以来的跌幅相当。美国银行、美国运通分别-20%、-14%，较二季度财报发布时年初以来的跌幅收窄，后者分别为-32%、-17%。</p><p>与此同时，由于俄乌冲突给能源供应带来压力，导致石油价格飙升，<b>雪佛龙今年以来上涨了54%，为投资组合提供了一些支撑</b>，二季度财报发布时雪佛龙年初以来的涨幅为21%。</p><p><img src=\"https://static.tigerbbs.com/b3956b24da5aa4f0cfc432f83f82e5cb\" tg-width=\"640\" tg-height=\"653\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>此外，伯克希尔第三季度首次将西方石油的业绩纳入财报。到第三季度末，伯克希尔将其在西方石油的持股增加到1.945亿股，占该公司普通股流通股的20.9%。</p><p>截至9月30日收盘，<b>伯克希尔持有的西方石油价值近120亿美元。</b>巴菲特还持有10万股西方石油A系列优先股和认股权证，可以每股59.624美元的行权价购买约8390万股。包括认股权证在内，该集团拥有该石油公司近30%的股份。</p><p>值得注意的是，西方石油年初以来的涨幅达到136%。</p><p><img src=\"https://static.tigerbbs.com/370ae3ac16368edb8ab936c222111ebf\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>三季报还没有反映伯克希尔以116亿美元收购专业保险公司Alleghany的情况，因为该交易在第三季度结束后于10月19日完成。</p><p>另外，<b>二季度以来，伯克希尔的回购速度明显慢了下来。</b></p><p>截至第三季度末，该公司现金储备由二季度末1054亿美元，小幅增至1090亿美元。</p><p><b>第三季度伯克希尔大约回购了10.5亿美元的股票，与此前三个月回购的约10亿美元股票规模相当，前三个月累计回购总额达到52.5亿美元。</b></p><p>分析师此前预计回购规模将与第一季的32亿美元大致相当。</p><p>今年以来，伯克希尔的股价表现总体好于大盘，A类股今年以来下跌约4%，而标准普尔500指数下跌21%。</p></body></html>","source":"wallstreetcn_api","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>伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元</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伯克希尔三季度依旧净亏损，投资组合又亏了100亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-05 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3674214><strong>老虎资讯综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3674214\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9beffeecb928009bf6287e307899ffe3","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4176":"多领域控股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4534":"瑞士信贷持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl 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ACC"},"source_url":"https://wallstreetcn.com/articles/3674214","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133115865","content_text":"在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。在三季度美股过山车行情中，股神巴菲特的投资组合仍然出现亏损，但主要受益于对能源股的押注，投资组合亏损大幅收窄。11月5日周六，巴菲特的伯克希尔哈撒韦公司公布了第三季度财报，报告显示，今年第三季度公司营收769.34亿美元，去年同期705.83亿美元，增幅为9%。三季度运营利润为77.61亿美元，较去年同期的64.66亿美元增幅为20%。此项利润的范畴涵盖集团拥有的保险、铁路和公用事业等业务，不包括投资损益。伯克希尔哈撒韦的保险业务在第三季度受到了冲击，保险承保业务损失了9.62亿美元，一定程度上拖累了三季度的营业利润。当期受飓风伊恩(Ian)带来的影响，汽车行业索赔的频率和严重性不断增加。其余业务方面，保险投资利润为14.08亿美元，高于上年同期的11.61亿美元，公用事业和能源业务的利润为15.85亿美元，高于去年同期的14.96亿美元；铁路业务利润从2021年同期的15.38亿美元下降到14.42亿美元。与二季度财报相似，主要由于投资和衍生品投资组合的亏损，伯克希尔哈撒韦第三季度归属于股东的净亏损为26.9亿美元，去年同期为盈利103.4亿美元。三季度，美股经历了过山车行情，标普500先是在7月至8月中旬迎来一波强劲反弹，随后一路下挫至9月底。在整体下滑的市场中，伯克希尔的股票投资依旧出现亏损。三季度伯克希尔的投资损失为104.5亿美元，2022年前三季度投资亏损达到639亿美元。巴菲特再次告诉投资者，任何一个季度的账面投资收益（损失）金额“通常都是没有意义的”。不过，与二季度530亿美元的投资损失相比，三季度其投资组合损失收窄至104.5亿美元，推动三季度的净利润亏损显著减少，二季度该公司净利润亏损437.55亿美元。财报显示，截至三季度末，伯克希尔大约73%的持仓集中在五家公司：美国运通公司（205亿美元）、苹果公司（1265亿美元）、美国银行（312亿美元）、可口可乐公司（224亿美元）、雪佛龙公司（244亿美元）。今年以来，只有苹果的跌幅比标普500指数21%的跌幅更糟一些，其下跌了24%，与二季度财报发布时年初以来的跌幅相当。美国银行、美国运通分别-20%、-14%，较二季度财报发布时年初以来的跌幅收窄，后者分别为-32%、-17%。与此同时，由于俄乌冲突给能源供应带来压力，导致石油价格飙升，雪佛龙今年以来上涨了54%，为投资组合提供了一些支撑，二季度财报发布时雪佛龙年初以来的涨幅为21%。此外，伯克希尔第三季度首次将西方石油的业绩纳入财报。到第三季度末，伯克希尔将其在西方石油的持股增加到1.945亿股，占该公司普通股流通股的20.9%。截至9月30日收盘，伯克希尔持有的西方石油价值近120亿美元。巴菲特还持有10万股西方石油A系列优先股和认股权证，可以每股59.624美元的行权价购买约8390万股。包括认股权证在内，该集团拥有该石油公司近30%的股份。值得注意的是，西方石油年初以来的涨幅达到136%。三季报还没有反映伯克希尔以116亿美元收购专业保险公司Alleghany的情况，因为该交易在第三季度结束后于10月19日完成。另外，二季度以来，伯克希尔的回购速度明显慢了下来。截至第三季度末，该公司现金储备由二季度末1054亿美元，小幅增至1090亿美元。第三季度伯克希尔大约回购了10.5亿美元的股票，与此前三个月回购的约10亿美元股票规模相当，前三个月累计回购总额达到52.5亿美元。分析师此前预计回购规模将与第一季的32亿美元大致相当。今年以来，伯克希尔的股价表现总体好于大盘，A类股今年以来下跌约4%，而标准普尔500指数下跌21%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662444718,"gmtCreate":1666740826134,"gmtModify":1666740828960,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"哈哈哈你们不看内容就评论，根本就没理解标题想表达的意思","listText":"哈哈哈你们不看内容就评论，根本就没理解标题想表达的意思","text":"哈哈哈你们不看内容就评论，根本就没理解标题想表达的意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662444718","repostId":"1130690374","repostType":4,"repost":{"id":"1130690374","pubTimestamp":1666672819,"share":"https://www.laohu8.com/m/news/1130690374?lang=&edition=full","pubTime":"2022-10-25 12:40","market":"us","language":"zh","title":"中金公司：美债2022=石油2020？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130690374","media":"中金点睛","summary":"美债利率大幅下行是大概率事件。","content":"<html><head></head><body><blockquote><b>中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。</b></blockquote><p>文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋</p><p><b>美债市场流动性已接近2020年3月市场“失灵”时的水平</b></p><p>近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：</p><p><b>1）债券市场流动性过差。</b>目前美联储账户上仍有2万亿美元隔夜逆回购，市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大，同时美债存量增加导致做市商交易困难，美债市场存在严重流动性问题。</p><p>可以用债券定价误差来衡量流动性：把市场上所有美债的久期定价模型的定价误差汇总，这个误差越大，说明市场上的定价扭曲越严重，市场流动性越差。</p><p>定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平，当时美联储被迫介入开始“无限量QE”，恢复债券市场正常运行。</p><p>目前美债市场可能已经接近定价“失灵”的边缘，即使投资者认为利率明显偏离合理价格，也不敢逆市加仓交易。</p><p>图表：美债市场流动性已接近2020年3月市场“失灵”时的水平</p><p><img src=\"https://static.tigerbbs.com/01e1bbae6ca2f1267f2a9d51f869a9b8\" tg-width=\"816\" tg-height=\"493\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：美联储账户上仍有2万亿美元规模隔夜逆回购<img src=\"https://static.tigerbbs.com/17fc7ab848330686a233a34f627c3fba\" tg-width=\"841\" tg-height=\"491\" referrerpolicy=\"no-referrer\"/>资料来源：Haver Analytics，中金公司研究部</p><p>图表：近期美债市场波动性过高</p><p><img src=\"https://static.tigerbbs.com/3fe1703f36e6de9e8c690ecbc1be3fc2\" tg-width=\"829\" tg-height=\"498\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：期货市场预期加息终点接近5%<img src=\"https://static.tigerbbs.com/8fd72d6c195ffadcf706bac9f98da2e6\" tg-width=\"772\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p><b>2）英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草</b>，英国债市直接崩盘，养老金出现偿付危机，全球市场联动波及美债。受流动性偏低制约，虽然目前英国风险已经大幅缓解，美债利率并没有对基本面变化有明显反映。</p><p><b>3）美国8-9月份CPI通胀超出预期</b>，美联储维持鹰派表态，市场预期加息的终点一度接近5%，形成“通胀恐慌”。</p><p><b>2022年的美债行情与2020年的石油行情有相似之处</b></p><p>在全球大类资产中，上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击，石油需求大幅削减，油价断崖式下跌。由于石油是具有确定工业价值的资源品，并且疫情的负面冲击终将过去，只要下跌幅度足够大，理应提供确定性上涨机会。</p><p>2020年3月，市场定价已把当时的困境演绎到极致，而未来形势反转又无悬念，因此投资者选择在油价低位“抄底”。但意外发生，储油能力出现暂时性短缺，交割机制导致油价彻底脱离基本面，WTI石油期货价格4月份跌至-37美元每桶，给投资者造成损失。</p><p>事后来看，选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确，未来2年油价从负数快速上涨到130美元，是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析，会错过这波十年一遇的石油超级周期。</p><p>图表：WTI原油价格2020年一度跌至-37美元/桶<img src=\"https://static.tigerbbs.com/daba71b7434bf85b738a81b3dc6446a8\" tg-width=\"795\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：过去两年内，石油是全球大类资产中表现最亮眼的资产（美元计价，全收益回报率）<img src=\"https://static.tigerbbs.com/8a1dee1eb7c5dfd6961744e8398da207\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/>资料来源：Wind，Bloomberg，中金公司研究部</p><p>2022年10月的美债形势与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高。</p><p>当前看，通胀居高不下，联储激进紧缩，理应推高利率。但即使假设联储加息至4.8%停止，十年期美债利率均衡价格也仅为3.2%，市场定价已经高于均衡价格接近100bp。</p><p>往前看，美国经济进入衰退已成定局，经济放缓将带来通胀明显改善，我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债，也会承受较多损失。</p><p>过去2个月我们对美债市场走势的预测出现较大偏差，但参考2020年的经验，<b>我们认为不宜过度追随趋势而忽视基本面分析的信号。</b></p><p>图表：假设联储加息终点在4.8%，十年期美债利率2022年底的均衡价格在3.2%左右<img src=\"https://static.tigerbbs.com/833929fa8e4b3e0f1b1737570137f9a5\" tg-width=\"842\" tg-height=\"526\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p><b>美债利率预测，我们看对了什么，看错了什么，学到了什么</b></p><p>我们于2021年12月预测2022年美债利率大幅上行，2022年4月预测利率双向波动，6月预测利率大幅回落，随后转为中性，至此我们对于市场形势的预测基本兑现。</p><p>但9月份以来，我们没有预测到美债利率从3%骤升至4.3%，主要由于没有充分考虑“非线性”与“小概率”事件的影响：</p><p>图表：我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势，但没有预测到美债利率冲高到4%以上<img src=\"https://static.tigerbbs.com/3e6c25f6fe73d99757f5ed5f75b075a7\" tg-width=\"833\" tg-height=\"540\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>首先，美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上，隐含假设是数据的领先滞后关系可以根据历史规律线性外推，但近期通胀上涨幅度超出模型预测。</p><p>其次，我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识，但这一假设受到挑战，英国政策黑天鹅事件最终冲垮了美欧国债市场。</p><p>吸取过去两个月的经验，我们认为疫情后世界的“非线性”需要更多关注，我们的基本面分析只能得出资产价格的平均路径与终点价格，但非线性事件可能使资产价格波动增大，完全可以大幅脱离均衡价格，并且需要更长的时间收敛至均衡价格。</p><p><b>因此，虽然我们维持十年期美债利率下行至3%的预测不变，但将观点兑现的时间延长至2022Q4-2023Q1。</b></p><p><b>预测资产价格需要关注新的非线性事件——金融市场风险</b></p><p>10月份以前，大部分的非线性事件都推高美债利率，现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀，但是可能无法接受金融市场紊乱与金融危机。</p><p>本次加息周期速度快于历史上大部分加息周期，但当前金融市场的复杂程度远远超过几十年以前，一些机构与市场可能难以适应突如其来的高利率环境。</p><p>以英国危机为例，在英债崩盘后，暴露了养老金LDI投资的杠杆率问题，英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题，金融市场震荡后政策应对也可能接近英国央行的选择。</p><p>目前除美债市场运行已经暴露问题以外，我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上，近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险，并有可能在12月美联储会议上放慢加息速度。</p><p>尽管并非基准情景，但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡，但最终下行幅度可能超出预期。</p><p>图表：本次加息周期速度快于历史上大部分加息周期<img src=\"https://static.tigerbbs.com/069d60f2e3758a0a52d29b94446fa19e\" tg-width=\"834\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p><p>图表：英国宣布购债计划后英国长端利率急跌<img src=\"https://static.tigerbbs.com/5e93df97be61997498ed3e69b299ae65\" tg-width=\"836\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/>资料来源：Bloomberg，中金公司研究部</p></body></html>","source":"zjdj","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>中金公司：美债2022=石油2020？</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中金公司：美债2022=石油2020？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd><strong>中金点睛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3MDMzMjg0MA==&mid=2247601045&idx=3&sn=b8dfe84c5f8f0719e88737f5eb960664&chksm=ead1ad52dda62444336398ae14e05f0caed6de36bdc41968a79a4939945a6c3ac160344636d8&mpshare=1&scene=23&srcid=102559g8boEyr8XpemFd7AB4&sharer_sharetime=1666657418894&sharer_shareid=00a55b671777cf0e253d4693000ead51#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130690374","content_text":"中金认为，目前美债市场可能已经接近定价“失灵”的边缘，这与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高，美债利率大幅下行是大概率事件。文/中金大类资产研究：李昭 齐伟 杨晓卿 王汉锋美债市场流动性已接近2020年3月市场“失灵”时的水平近日十年期美债利率盘中一度越过4.3%，引发市场关注。我们认为利率定价已经明显脱离均衡价格，受到以下几个因素影响：1）债券市场流动性过差。目前美联储账户上仍有2万亿美元隔夜逆回购，市场总体不缺美元流动性。但是今年宏观政策与市场波动性太大，同时美债存量增加导致做市商交易困难，美债市场存在严重流动性问题。可以用债券定价误差来衡量流动性：把市场上所有美债的久期定价模型的定价误差汇总，这个误差越大，说明市场上的定价扭曲越严重，市场流动性越差。定价误差数据显示目前美债市场流动性已经接近2020年3月在疫情影响下市场“失灵”时的水平，当时美联储被迫介入开始“无限量QE”，恢复债券市场正常运行。目前美债市场可能已经接近定价“失灵”的边缘，即使投资者认为利率明显偏离合理价格，也不敢逆市加仓交易。图表：美债市场流动性已接近2020年3月市场“失灵”时的水平资料来源：Bloomberg，中金公司研究部图表：美联储账户上仍有2万亿美元规模隔夜逆回购资料来源：Haver Analytics，中金公司研究部图表：近期美债市场波动性过高资料来源：Bloomberg，中金公司研究部图表：期货市场预期加息终点接近5%资料来源：Bloomberg，中金公司研究部2）英国政策黑天鹅事件成为压垮全球债券市场的最后一根稻草，英国债市直接崩盘，养老金出现偿付危机，全球市场联动波及美债。受流动性偏低制约，虽然目前英国风险已经大幅缓解，美债利率并没有对基本面变化有明显反映。3）美国8-9月份CPI通胀超出预期，美联储维持鹰派表态，市场预期加息的终点一度接近5%，形成“通胀恐慌”。2022年的美债行情与2020年的石油行情有相似之处在全球大类资产中，上一个明显脱离基本面价格的资产可能是石油。2020年初受疫情冲击，石油需求大幅削减，油价断崖式下跌。由于石油是具有确定工业价值的资源品，并且疫情的负面冲击终将过去，只要下跌幅度足够大，理应提供确定性上涨机会。2020年3月，市场定价已把当时的困境演绎到极致，而未来形势反转又无悬念，因此投资者选择在油价低位“抄底”。但意外发生，储油能力出现暂时性短缺，交割机制导致油价彻底脱离基本面，WTI石油期货价格4月份跌至-37美元每桶，给投资者造成损失。事后来看，选择在2020年3-4月抄底石油的投资者对基本面的判断完全正确，未来2年油价从负数快速上涨到130美元，是全球大类资产中表现最亮眼的资产。如果在4月份承受损失后放弃基本面分析，会错过这波十年一遇的石油超级周期。图表：WTI原油价格2020年一度跌至-37美元/桶资料来源：Bloomberg，中金公司研究部图表：过去两年内，石油是全球大类资产中表现最亮眼的资产（美元计价，全收益回报率）资料来源：Wind，Bloomberg，中金公司研究部2022年10月的美债形势与2020年4月的石油形势类似，市场已经把当前宏观环境的定价打到极致，而未来形势逆转的可能性较高。当前看，通胀居高不下，联储激进紧缩，理应推高利率。但即使假设联储加息至4.8%停止，十年期美债利率均衡价格也仅为3.2%，市场定价已经高于均衡价格接近100bp。往前看，美国经济进入衰退已成定局，经济放缓将带来通胀明显改善，我们认为美债利率大幅下行也是大概率事件。但是若10月份抄底美债，也会承受较多损失。过去2个月我们对美债市场走势的预测出现较大偏差，但参考2020年的经验，我们认为不宜过度追随趋势而忽视基本面分析的信号。图表：假设联储加息终点在4.8%，十年期美债利率2022年底的均衡价格在3.2%左右资料来源：Bloomberg，中金公司研究部美债利率预测，我们看对了什么，看错了什么，学到了什么我们于2021年12月预测2022年美债利率大幅上行，2022年4月预测利率双向波动，6月预测利率大幅回落，随后转为中性，至此我们对于市场形势的预测基本兑现。但9月份以来，我们没有预测到美债利率从3%骤升至4.3%，主要由于没有充分考虑“非线性”与“小概率”事件的影响：图表：我们准确判断出美债利率2021年底开始的上行趋势以及2022年6月后的回落趋势，但没有预测到美债利率冲高到4%以上资料来源：Bloomberg，中金公司研究部首先，美债利率大幅上行归根结底是CPI通胀增速超预期的结果。我们对CPI的预测模型建立在经济数据的统计规律之上，隐含假设是数据的领先滞后关系可以根据历史规律线性外推，但近期通胀上涨幅度超出模型预测。其次，我们没有预测到英国政策意外与养老金危机。我们事前假设英国政府决策会符合理性与常识，但这一假设受到挑战，英国政策黑天鹅事件最终冲垮了美欧国债市场。吸取过去两个月的经验，我们认为疫情后世界的“非线性”需要更多关注，我们的基本面分析只能得出资产价格的平均路径与终点价格，但非线性事件可能使资产价格波动增大，完全可以大幅脱离均衡价格，并且需要更长的时间收敛至均衡价格。因此，虽然我们维持十年期美债利率下行至3%的预测不变，但将观点兑现的时间延长至2022Q4-2023Q1。预测资产价格需要关注新的非线性事件——金融市场风险10月份以前，大部分的非线性事件都推高美债利率，现在可能有一类非线性事件——金融市场风险——成为压低美债利率的力量。美联储可以选择牺牲经济增长控制通胀，但是可能无法接受金融市场紊乱与金融危机。本次加息周期速度快于历史上大部分加息周期，但当前金融市场的复杂程度远远超过几十年以前，一些机构与市场可能难以适应突如其来的高利率环境。以英国危机为例，在英债崩盘后，暴露了养老金LDI投资的杠杆率问题，英国央行也被迫选择以“暂时性QE”的形势稳定市场。我们认为其他国家的市场可能隐藏类似的问题，金融市场震荡后政策应对也可能接近英国央行的选择。目前除美债市场运行已经暴露问题以外，我们认为发达市场高收益公司债与新兴市场主权债的风险积累也不容忽视。事实上，近期华尔街日报报道联储官员已经开始关注“紧缩过度”风险，并有可能在12月美联储会议上放慢加息速度。尽管并非基准情景，但我们认为需要考虑美联储2023年提前调整加息与缩表政策的可能性。美债利率2023年可能继续宽幅震荡，但最终下行幅度可能超出预期。图表：本次加息周期速度快于历史上大部分加息周期资料来源：Bloomberg，中金公司研究部图表：英国宣布购债计划后英国长端利率急跌资料来源：Bloomberg，中金公司研究部","news_type":1},"isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666740509,"gmtCreate":1666016368401,"gmtModify":1666017360491,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"牛逼，净利润翻了2倍多","listText":"牛逼，净利润翻了2倍多","text":"牛逼，净利润翻了2倍多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666740509","repostId":"1193534377","repostType":4,"repost":{"id":"1193534377","pubTimestamp":1666010173,"share":"https://www.laohu8.com/m/news/1193534377?lang=&edition=full","pubTime":"2022-10-17 20:36","market":"sh","language":"zh","title":"比亚迪股份：预计前三季度净利同比增长272%-289%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193534377","media":"华尔街见闻","summary":"三季度比亚迪新能源汽车销量保持强劲增长，持续创下历史新高，市场占有率遥遥领先并持续强化推动盈利大幅改善。10月17日晚间，比亚迪股份在港交所发布业绩预告，公司预计今年前三季度归属上市公司股东的净利润预","content":"<html><head></head><body><blockquote><b>三季度<a href=\"https://laohu8.com/S/002594\">比亚迪</a>新能源汽车销量保持强劲增长，持续创下历史新高，市场占有率遥遥领先并持续强化推动盈利大幅改善。</b></blockquote><p>10月17日晚间，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>在港交所发布业绩预告，公司预计今年前三季度归属上市公司股东的净利润预计为91亿元至95亿元，同比增272.48%至288.85%。</p><p>比亚迪在公告中表示，公司目前预计今年前三个季度归属于上市公司股东的净利润为人民币91亿元至95亿元，比上年同期上升272.48%至288.85%；预计扣除非经常性损益后的净利润为人民币81亿元至88亿元，比上年同期上升813.80%至892.77%；预计基本每股收益为人民币3.13元至3.27元。</p><p><img src=\"https://static.tigerbbs.com/353f0c7813b9d03470757ef2c5dbc85f\" tg-width=\"640\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>比亚迪表示，目前预计三季度归属于上市公司股东的净利润为人民币55.05亿元至59.05亿元，比上年同期上升333.60%至365.11%；预计扣除非经常性损益后的净利润为人民币50.71亿元至57.71亿元；比上年同期上升879.37%至1014.57%；预计基本每股收益盈利人民币1.89元至2.03元。</p><p><img src=\"https://static.tigerbbs.com/6f7726e8c4643262b483f3237118b13d\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>对于业绩增长原因，比亚迪称尽管面对复杂严峻的经济形势、疫情散发、极端高温天气及大宗商品价格高位运行等多重不利因素，但新能源汽车行业继续加速上行。公司新能源汽车销量保持强劲增长，持续创下历史新高，市场占有率遥遥领先并持续强化，同比和环比均实现大幅增长，推动盈利大幅改善，有效的缓解了上游原材料价格上涨带来的盈利压力。手机部件及组装业务方面，消费电子行业需求依旧疲弱，但得益于成本控制能力提升及产品结构调整，盈利能力有所改善。</p></body></html>","source":"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>比亚迪股份：预计前三季度净利同比增长272%-289%   </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比亚迪股份：预计前三季度净利同比增长272%-289%   \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 20:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3672552><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三季度比亚迪新能源汽车销量保持强劲增长，持续创下历史新高，市场占有率遥遥领先并持续强化推动盈利大幅改善。10月17日晚间，比亚迪股份在港交所发布业绩预告，公司预计今年前三季度归属上市公司股东的净利润预计为91亿元至95亿元，同比增272.48%至288.85%。比亚迪在公告中表示，公司目前预计今年前三个季度归属于上市公司股东的净利润为人民币91亿元至95亿元，比上年同期上升272.48%至...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3672552\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"BK1509":"特斯拉概念股","BK1594":"碳中和概念股","BK1119":"汽车制造商","BK1539":"汽车股","002594":"比亚迪","BK1582":"深圳本地概念股","BK1540":"电池","01211":"比亚迪股份","BK1522":"燃料电池"},"source_url":"https://wallstreetcn.com/articles/3672552","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193534377","content_text":"三季度比亚迪新能源汽车销量保持强劲增长，持续创下历史新高，市场占有率遥遥领先并持续强化推动盈利大幅改善。10月17日晚间，比亚迪股份在港交所发布业绩预告，公司预计今年前三季度归属上市公司股东的净利润预计为91亿元至95亿元，同比增272.48%至288.85%。比亚迪在公告中表示，公司目前预计今年前三个季度归属于上市公司股东的净利润为人民币91亿元至95亿元，比上年同期上升272.48%至288.85%；预计扣除非经常性损益后的净利润为人民币81亿元至88亿元，比上年同期上升813.80%至892.77%；预计基本每股收益为人民币3.13元至3.27元。比亚迪表示，目前预计三季度归属于上市公司股东的净利润为人民币55.05亿元至59.05亿元，比上年同期上升333.60%至365.11%；预计扣除非经常性损益后的净利润为人民币50.71亿元至57.71亿元；比上年同期上升879.37%至1014.57%；预计基本每股收益盈利人民币1.89元至2.03元。对于业绩增长原因，比亚迪称尽管面对复杂严峻的经济形势、疫情散发、极端高温天气及大宗商品价格高位运行等多重不利因素，但新能源汽车行业继续加速上行。公司新能源汽车销量保持强劲增长，持续创下历史新高，市场占有率遥遥领先并持续强化，同比和环比均实现大幅增长，推动盈利大幅改善，有效的缓解了上游原材料价格上涨带来的盈利压力。手机部件及组装业务方面，消费电子行业需求依旧疲弱，但得益于成本控制能力提升及产品结构调整，盈利能力有所改善。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666396889,"gmtCreate":1665406184141,"gmtModify":1665406185801,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"股价怎么就上不去呢","listText":"股价怎么就上不去呢","text":"股价怎么就上不去呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666396889","repostId":"1108723344","repostType":4,"repost":{"id":"1108723344","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":1665405966,"share":"https://www.laohu8.com/m/news/1108723344?lang=&edition=full","pubTime":"2022-10-10 20:46","market":"sh","language":"zh","title":"宁德时代：预计Q3净利润同比增长169.33%-199.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108723344","media":"老虎资讯综合","summary":"10月10日，宁德时代公告，预计前三季度净利润165亿元-180亿元，同比增长112.87%-132.22%；预计第三季度净利润88亿元–98亿元，同比增长169.33%-199.94%。公司不断推出","content":"<html><head></head><body><p>10月10日，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>公告，预计前三季度净利润165亿元-180亿元，同比增长112.87%-132.22%；预计第三季度净利润88亿元–98亿元，同比增长169.33%-199.94%。</p><p>公司不断推出行业领先的产品解决方案，加强市场开拓力度，加之前期布局的产能释放，产销量明显提升，推动公司全球市场地位持续领先的同时，也实现了盈利规模的快速增长。</p><p><img src=\"https://static.tigerbbs.com/fa9ec6bffcc796f2adea734b96f49b52\" tg-width=\"921\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/6785e4acb61293d761f1828da7c34e1c\" tg-width=\"900\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/16a630e81c6dfdeed8f5c2a325757228\" tg-width=\"905\" tg-height=\"156\" referrerpolicy=\"no-referrer\"/></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>宁德时代：预计Q3净利润同比增长169.33%-199.94%</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; 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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宁德时代：预计Q3净利润同比增长169.33%-199.94%\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\">2022-10-10 20:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月10日，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>公告，预计前三季度净利润165亿元-180亿元，同比增长112.87%-132.22%；预计第三季度净利润88亿元–98亿元，同比增长169.33%-199.94%。</p><p>公司不断推出行业领先的产品解决方案，加强市场开拓力度，加之前期布局的产能释放，产销量明显提升，推动公司全球市场地位持续领先的同时，也实现了盈利规模的快速增长。</p><p><img src=\"https://static.tigerbbs.com/fa9ec6bffcc796f2adea734b96f49b52\" tg-width=\"921\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/6785e4acb61293d761f1828da7c34e1c\" tg-width=\"900\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/16a630e81c6dfdeed8f5c2a325757228\" tg-width=\"905\" tg-height=\"156\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/983e0432c72ee1117f6c5b8a19ed6e25","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108723344","content_text":"10月10日，宁德时代公告，预计前三季度净利润165亿元-180亿元，同比增长112.87%-132.22%；预计第三季度净利润88亿元–98亿元，同比增长169.33%-199.94%。公司不断推出行业领先的产品解决方案，加强市场开拓力度，加之前期布局的产能释放，产销量明显提升，推动公司全球市场地位持续领先的同时，也实现了盈利规模的快速增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660392719,"gmtCreate":1661414380933,"gmtModify":1661414380933,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"留给FF的时间不多了","listText":"留给FF的时间不多了","text":"留给FF的时间不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660392719","repostId":"1141362735","repostType":4,"repost":{"id":"1141362735","pubTimestamp":1661410923,"share":"https://www.laohu8.com/m/news/1141362735?lang=&edition=full","pubTime":"2022-08-25 15:02","market":"hk","language":"zh","title":"比亚迪准备推出起步价百万元的高端新能源汽车品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1141362735","media":"第一财经","summary":"比亚迪计划于今年第四季度发布全新高端品牌，新车价格将超过100万元。近日，比亚迪持股90%的腾势品牌推出的D9创始限量版车型售价高达66万元，但这即将不再是比亚迪产品矩阵中价格最高的电动车。第一财经记","content":"<div>\n<p>比亚迪计划于今年第四季度发布全新高端品牌，新车价格将超过100万元。近日，比亚迪持股90%的腾势品牌推出的D9创始限量版车型售价高达66万元，但这即将不再是比亚迪产品矩阵中价格最高的电动车。第一财经记者从知情人士获悉，比亚迪将于今年第四季度发布全新高端品牌，新车价格将超过100万元。比亚迪汽车品牌及公关事业部总经理李云飞曾在其社交平台上发布过关于比亚迪高端品牌的信息。他称，比亚迪汽车乘用车业务由...</p>\n\n<a href=\"https://www.yicai.com/news/101517336.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>比亚迪准备推出起步价百万元的高端新能源汽车品牌</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比亚迪准备推出起步价百万元的高端新能源汽车品牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101517336.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比亚迪计划于今年第四季度发布全新高端品牌，新车价格将超过100万元。近日，比亚迪持股90%的腾势品牌推出的D9创始限量版车型售价高达66万元，但这即将不再是比亚迪产品矩阵中价格最高的电动车。第一财经记者从知情人士获悉，比亚迪将于今年第四季度发布全新高端品牌，新车价格将超过100万元。比亚迪汽车品牌及公关事业部总经理李云飞曾在其社交平台上发布过关于比亚迪高端品牌的信息。他称，比亚迪汽车乘用车业务由...</p>\n\n<a href=\"https://www.yicai.com/news/101517336.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/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪"},"source_url":"https://www.yicai.com/news/101517336.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141362735","content_text":"比亚迪计划于今年第四季度发布全新高端品牌，新车价格将超过100万元。近日，比亚迪持股90%的腾势品牌推出的D9创始限量版车型售价高达66万元，但这即将不再是比亚迪产品矩阵中价格最高的电动车。第一财经记者从知情人士获悉，比亚迪将于今年第四季度发布全新高端品牌，新车价格将超过100万元。比亚迪汽车品牌及公关事业部总经理李云飞曾在其社交平台上发布过关于比亚迪高端品牌的信息。他称，比亚迪汽车乘用车业务由王朝、海洋、腾势以及高端品牌组成。除了腾势为比亚迪与奔驰合资外，其他子品牌均为比亚迪全资运营。按此前的规划，比亚迪高端品牌的价格区间在80~150万元。记者获悉的最新信息是，比亚迪将高端品牌起步价调高至100万以上，高端品牌暂定于今年底发布，同步亮相首款硬派越野车型。高端品牌的定位是百万级新能源品牌，品牌、产品、销售服务网络、运营等方面是全新且独立的团队。知情人透露，关于高端品牌的命名，比亚迪内部讨论激烈，曾有人建议以比亚迪董事长王传福姓名中的“王”、“传”或“福”字来为高端品牌命名，而经过多轮讨论，现在更倾向“星空”这一名称。目前，国内新能源车处于高速增长的通道上。中汽协数据显示，今年1~7月，国内新能源汽车销量为319.4万辆，同比增长1.2倍，市场占有率达到22.1%。自今年3月起已停产、停售燃油车的比亚迪，正加快抢占新能源汽车市场，7月销量达16.25万辆，同比增长183.1%，1~7月新车累计销量达80.38万辆 ，击败特斯拉拿下全球新能源汽车销量冠军。得益于新能源汽车销量快速增长，比亚迪上半年净利润预计为 28 亿~36 亿元，同比增长138.59%~206.76%。不过，高速增长也对比亚迪的经营管理提出新考验，除了在锂电池、混合动力以及纯电动车型、新生产线、芯片等方面加快布局外，比亚迪还发起品牌向上攻势。此前，东风、长安、广汽、长城、吉利等车企曾发起品牌向上攻势，抢夺20万元以上的细分市场，但20万元以上的燃油车市场往往被合资品牌以及豪华车牢牢占据，一度鲜有自主品牌车型成功。直至蔚来汽车es8等纯电动车型在40万元以上的细分市场杀出一条血路，蚕食掉BBA（宝马、奔驰、奥迪）等豪华车品牌部分燃油车市场份额。当前，中国新能源车企弯道超车，打破原有的技术壁垒，逐渐有了足够与跨国车企相抗衡的力量，加快品牌向上的步伐。8月24日，华为与赛力斯合作打造的 AITO 品牌旗下的问界 M7 正式开启交付，售价为 31.98~37.98 万元。华为常务董事、智能汽车解决方案BU CEO余承东在交付仪式上表示：“有人跟我说我们车有很大的缺点，就是价格太便宜了，能不能卖贵一点？因为贵一点能体现到他的身份，他过去都是买一两百万以上的，不会买那么便宜的。”在BBA等豪华车品牌以及绝大多数合资品牌尚未在电动车领域站稳脚跟的情况下，比亚迪、蔚来、理想、小鹏、埃安、智己、极狐、岚图、阿维塔、AITO、高合等自主品牌纷纷向中高级新能源车市发起猛烈攻势。高合HiPhiZ将于8月26日开幕的成都车展上正式上市，这款纯电动轿跑新车此前已经开启盲订，预售价格区间为60~80万元。 广汽集团在其年报发布会上也透露今年将发布一台纯电超跑，该车是早前发布广汽埃安ENO.146概念车的量产版车型，售价将超过100万元。新车的交付时间为今年底或明年初。作为新能源汽车擂主的比亚迪，也在紧锣密鼓推进百万级的高端品牌，按计划，该高端品牌将在2023年一季度实现量产销售。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687613261,"gmtCreate":1660908953658,"gmtModify":1660908953658,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>总股本为什么比昨天多了2000万股？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>总股本为什么比昨天多了2000万股？","text":"$Faraday Future(FFIE)$总股本为什么比昨天多了2000万股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/687613261","isVote":1,"tweetType":1,"viewCount":14766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"感觉所谓的融资就是本质上搞了一次2600万股每股2.0元的增发，只能说如果是可转债的话融资方已按权利转为股票更说明融资方也在赌，如果是纯粹增发的话应该在披露信息里就明说了","text":"感觉所谓的融资就是本质上搞了一次2600万股每股2.0元的增发，只能说如果是可转债的话融资方已按权利转为股票更说明融资方也在赌，如果是纯粹增发的话应该在披露信息里就明说了","html":"感觉所谓的融资就是本质上搞了一次2600万股每股2.0元的增发，只能说如果是可转债的话融资方已按权利转为股票更说明融资方也在赌，如果是纯粹增发的话应该在披露信息里就明说了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687610548,"gmtCreate":1660908331788,"gmtModify":1660908331788,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>这股真不给力","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>这股真不给力","text":"$荔枝(LIZI)$这股真不给力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687610548","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687180092,"gmtCreate":1660809337617,"gmtModify":1660809337617,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"小编认为这是史上最穷大学生","listText":"小编认为这是史上最穷大学生","text":"小编认为这是史上最穷大学生","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687180092","repostId":"1135755752","repostType":4,"repost":{"id":"1135755752","pubTimestamp":1660790865,"share":"https://www.laohu8.com/m/news/1135755752?lang=&edition=full","pubTime":"2022-08-18 10:47","market":"us","language":"zh","title":"靠“散户概念股”，美国一大学生狂赚1.1亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1135755752","media":"华尔街见闻","summary":"“散户概念股”的疯狂，就连机构投资者似乎也忍不住亲自下场当起了散户。","content":"<html><head></head><body><p>作者：王眉</p><p>在散户投资者的抱团追捧之下，Bed Bath &amp; Beyond（BBBY）这家陷入困境的零售商股价最近继续暴涨，让乘势押注这波涨势的投资者大赚了一笔。</p><p>其中就包括美国一名初出茅庐的20岁大学生。</p><p>据报道，来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman，在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。</p><p>此前该公司业绩惨淡，董事总经理被解职，导致其股价下跌。</p><p><b>而最近一个月，BBBY狂涨了365%。</b>上周一，BBBY盘中曾涨超60%；8月16日周二盘中涨近80%，股价跃升至每股27美元以上。</p><p>随着BBBY股价飙升，<b>Freeman周二从他的账户中卖出了价值超过1.3亿美元的股票，获得了约1.1亿美元的收益。</b></p><p><img src=\"https://static.tigerbbs.com/f2ec959ffdd564e9b28661524f763f6f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Freeman的出售恰逢其时，周二盘后BBBY大跌17%，尽管周三收盘反弹了10%。</p><p>他在周三接受媒体采访时说：</p><blockquote>“我没有想到会出现如此疯狂的反弹，我还以为这将是一场超过6个月的比赛……我真的很震惊它上涨得如此之快。”</blockquote><p>监管文件显示，Freeman通过资管公司Freeman Capital Management积累了BBBY超过6%的头寸。他说，<b>他从朋友和家人那里筹集了资金，认为这家陷入困境的公司可以进行重组债务。</b></p><p>Bed Bath &amp; Beyond是2021年初流行起来的少数几只散户抱团股（又称Meme股）之一，但其受关注度低于视频游戏零售商GameStop和连锁影院AMC，该公司总部位于新泽西州，以经营真空吸尘器、毛巾和厨房用具的大型门店而闻名。</p><p>该公司二季度业绩报告称，与2021年同期相比，其二季度的销售额下降了25%，净亏损从5100万美元扩大到3.58亿美元。该公司的现金流已从年初的10亿美元降至1.07亿美元。</p><p>尽管业绩惨淡，但由于其股票的低流通性，且空头大量押注股价下跌，该公司成功引起了潜伏在Reddit论坛的散户投资者的兴趣。<b>这意味着他们可以尝试通过推高股价并迫使专业投资者平仓，来建立“逼空”机制，从而进一步推高股价。</b></p><p>不过，不同于上周的是，本周BBBY大涨是因为GME董事长Ryan Cohen押注的消息重新激发了散户投资者的兴趣。</p><p>周一晚披露的监管方文件显示，Cohen旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权，行权价在每股60美元到80美元。</p><p>这笔披露的交易立即吸引了有“美股散户大本营“之称的Reddit论坛WallStreetBets分论坛用户。买入上述看涨期权的交易意味着，Cohen押注BBBY可能最高涨至80美元，较本周一BBBY收盘价16美元上涨四倍。</p><p><b>“散户概念股”的疯狂，就连机构投资者似乎也忍不住亲自下场当起了散户。</b></p><p>有评论认为，GME等其他散户抱团股和BBBY一样大涨是因为，一些对冲基金假扮散户蜂拥入市，希望乘着散户热捧的东风追逐动量上升。</p><p><b>散户的夏日狂潮将持续多久？</b></p><p>然而，经历连日疯涨之后，BBBY周三盘后却一路下挫，跌幅一度达20%。</p><p><img src=\"https://static.tigerbbs.com/9c58999f9ed4699a5b8e822ddd17db95\" tg-width=\"450\" tg-height=\"397\" width=\"100%\" height=\"auto\"/></p><p>如此反转的走势主要归咎于&#34;带头大哥&#34;之一的Ryan Cohen或将出售该股。此前，GME董事长Ryan Cohen通过旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权，而在周三下午决定出售持有全部股份。</p><p>分析指出，这将可能打击是此次“散户抱团”冲高股价的动力。</p><p>另外，值得一提的是，图表走势显示，逼空者的弹药正消耗殆尽......</p><p><img src=\"https://static.tigerbbs.com/4bfa4546d69d747432cd5b19d27e6add\" tg-width=\"500\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而Meme股热潮似乎也在失去吸引力......</p><p><img src=\"https://static.tigerbbs.com/c300b3d96f4937939ff19ac5fea2ffe7\" tg-width=\"500\" tg-height=\"267\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>其次，美联储仍处于数十年来最激进的货币紧缩周期之中。这意味着，现在市场里几乎没有廉价资金可用，因此像去年那样的反弹行情的流动性也会减少。</p><p>最后，因为像3B家居（BBBY）这样的股票，几乎没有基本面可谈。<b>分析得出，来的快，去的也快，这次散户抱团股狂潮要凉凉了。</b></p><p>但也有分析持不同观点，WallStreetBets创始人Jaime Rogozinski表示，最近散户交易热情的复苏不会很快减弱。</p><p>Rogozinski在接受媒体采访时表示：</p><blockquote>暑假结束了，每个人都回到了学校，活动开始活跃起来。</blockquote><blockquote><b>只要不禁止购买股票，这种狂热可能会持续下去。</b></blockquote><p>Rogozinski认为，此次的驱动因素与2021年1月相同，市场情绪相对比较悲观，被大举做空的一些股票在日内交易者的推动下暴涨。</p><p><b>而在散户交易热情重燃之际，华尔街专业投资者才刚刚开始加大买入股票。</b>Rogozinski说，尽管他预计市场不会复制过去，但他看到日内交易者大量买入同一只“老网红股”还是很惊讶的。例如，对冲基金已经改变了做法，现在不愿公开它们持有的空头头寸。</p><p>对于追踪WSB概念股的ETF，Rogozinski并不看好，因为它们受到监管的限制。他指出，WSB概念股涨跌非常快，等ETF进行完重组、再平衡以及申请变更，这些股票的上涨早就结束了。这些ETF的想法很好，但执行起来很难。</p><p>Rogozinski还表示，<b>散户们非常疯狂，目前无法判断这一轮散户热潮会持续多久。</b></p></body></html>","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>靠“散户概念股”，美国一大学生狂赚1.1亿美元</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靠“散户概念股”，美国一大学生狂赚1.1亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 10:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3668033><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：王眉在散户投资者的抱团追捧之下，Bed Bath & Beyond（BBBY）这家陷入困境的零售商股价最近继续暴涨，让乘势押注这波涨势的投资者大赚了一笔。其中就包括美国一名初出茅庐的20岁大学生。据报道，来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman，在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。此前该公司业绩惨淡，董事总经理被解职，导致其股价下跌...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3668033\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9805cd085f058418ee36879288cfa0fe","relate_stocks":{"BBBY":"3B家居"},"source_url":"https://wallstreetcn.com/articles/3668033","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1135755752","content_text":"作者：王眉在散户投资者的抱团追捧之下，Bed Bath & Beyond（BBBY）这家陷入困境的零售商股价最近继续暴涨，让乘势押注这波涨势的投资者大赚了一笔。其中就包括美国一名初出茅庐的20岁大学生。据报道，来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman，在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。此前该公司业绩惨淡，董事总经理被解职，导致其股价下跌。而最近一个月，BBBY狂涨了365%。上周一，BBBY盘中曾涨超60%；8月16日周二盘中涨近80%，股价跃升至每股27美元以上。随着BBBY股价飙升，Freeman周二从他的账户中卖出了价值超过1.3亿美元的股票，获得了约1.1亿美元的收益。Freeman的出售恰逢其时，周二盘后BBBY大跌17%，尽管周三收盘反弹了10%。他在周三接受媒体采访时说：“我没有想到会出现如此疯狂的反弹，我还以为这将是一场超过6个月的比赛……我真的很震惊它上涨得如此之快。”监管文件显示，Freeman通过资管公司Freeman Capital Management积累了BBBY超过6%的头寸。他说，他从朋友和家人那里筹集了资金，认为这家陷入困境的公司可以进行重组债务。Bed Bath & Beyond是2021年初流行起来的少数几只散户抱团股（又称Meme股）之一，但其受关注度低于视频游戏零售商GameStop和连锁影院AMC，该公司总部位于新泽西州，以经营真空吸尘器、毛巾和厨房用具的大型门店而闻名。该公司二季度业绩报告称，与2021年同期相比，其二季度的销售额下降了25%，净亏损从5100万美元扩大到3.58亿美元。该公司的现金流已从年初的10亿美元降至1.07亿美元。尽管业绩惨淡，但由于其股票的低流通性，且空头大量押注股价下跌，该公司成功引起了潜伏在Reddit论坛的散户投资者的兴趣。这意味着他们可以尝试通过推高股价并迫使专业投资者平仓，来建立“逼空”机制，从而进一步推高股价。不过，不同于上周的是，本周BBBY大涨是因为GME董事长Ryan Cohen押注的消息重新激发了散户投资者的兴趣。周一晚披露的监管方文件显示，Cohen旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权，行权价在每股60美元到80美元。这笔披露的交易立即吸引了有“美股散户大本营“之称的Reddit论坛WallStreetBets分论坛用户。买入上述看涨期权的交易意味着，Cohen押注BBBY可能最高涨至80美元，较本周一BBBY收盘价16美元上涨四倍。“散户概念股”的疯狂，就连机构投资者似乎也忍不住亲自下场当起了散户。有评论认为，GME等其他散户抱团股和BBBY一样大涨是因为，一些对冲基金假扮散户蜂拥入市，希望乘着散户热捧的东风追逐动量上升。散户的夏日狂潮将持续多久？然而，经历连日疯涨之后，BBBY周三盘后却一路下挫，跌幅一度达20%。如此反转的走势主要归咎于\"带头大哥\"之一的Ryan Cohen或将出售该股。此前，GME董事长Ryan Cohen通过旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权，而在周三下午决定出售持有全部股份。分析指出，这将可能打击是此次“散户抱团”冲高股价的动力。另外，值得一提的是，图表走势显示，逼空者的弹药正消耗殆尽......而Meme股热潮似乎也在失去吸引力......其次，美联储仍处于数十年来最激进的货币紧缩周期之中。这意味着，现在市场里几乎没有廉价资金可用，因此像去年那样的反弹行情的流动性也会减少。最后，因为像3B家居（BBBY）这样的股票，几乎没有基本面可谈。分析得出，来的快，去的也快，这次散户抱团股狂潮要凉凉了。但也有分析持不同观点，WallStreetBets创始人Jaime Rogozinski表示，最近散户交易热情的复苏不会很快减弱。Rogozinski在接受媒体采访时表示：暑假结束了，每个人都回到了学校，活动开始活跃起来。只要不禁止购买股票，这种狂热可能会持续下去。Rogozinski认为，此次的驱动因素与2021年1月相同，市场情绪相对比较悲观，被大举做空的一些股票在日内交易者的推动下暴涨。而在散户交易热情重燃之际，华尔街专业投资者才刚刚开始加大买入股票。Rogozinski说，尽管他预计市场不会复制过去，但他看到日内交易者大量买入同一只“老网红股”还是很惊讶的。例如，对冲基金已经改变了做法，现在不愿公开它们持有的空头头寸。对于追踪WSB概念股的ETF，Rogozinski并不看好，因为它们受到监管的限制。他指出，WSB概念股涨跌非常快，等ETF进行完重组、再平衡以及申请变更，这些股票的上涨早就结束了。这些ETF的想法很好，但执行起来很难。Rogozinski还表示，散户们非常疯狂，目前无法判断这一轮散户热潮会持续多久。","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685835847,"gmtCreate":1659538386794,"gmtModify":1659538789297,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>牛逼，比蹦极还刺激","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>牛逼，比蹦极还刺激","text":"$尚乘数科(HKD)$牛逼，比蹦极还刺激","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685835847","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685106449,"gmtCreate":1659477783085,"gmtModify":1659477783085,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>老美SEC不管吗？","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>老美SEC不管吗？","text":"$尚乘数科(HKD)$老美SEC不管吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685106449","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685387701,"gmtCreate":1659437006508,"gmtModify":1659437006508,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"意向金什么意思？下周打钱？","listText":"意向金什么意思？下周打钱？","text":"意向金什么意思？下周打钱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685387701","repostId":"1135146177","repostType":2,"repost":{"id":"1135146177","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":1659427787,"share":"https://www.laohu8.com/m/news/1135146177?lang=&edition=full","pubTime":"2022-08-02 16:09","market":"us","language":"zh","title":"法拉第未来盘前暴涨，大股东签署最高6亿美金投资意向书","url":"https://stock-news.laohu8.com/highlight/detail?id=1135146177","media":"老虎资讯综合","summary":"周二，法拉第未来盘前直线拉升，现涨40%。消息面上，法拉第未来与大股东FF Top Holding LLC（FF Top）签署非约束性投资意向书，包括潜在金额最高达6亿美金的高级有担保可转换票据。","content":"<html><head></head><body><p>周二，法拉第未来盘前直线拉升，现涨40%。消息面上，法拉第未来与大股东FF Top Holding LLC（FF Top）签署非约束性投资意向书，包括潜在金额最高达6亿美金的高级有担保可转换票据。</p><p><img src=\"https://static.tigerbbs.com/6a2c2164450b8654527b92e92ba16e4d\" tg-width=\"450\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p></p><p></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>法拉第未来盘前暴涨，大股东签署最高6亿美金投资意向书</title>\n<style 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16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，法拉第未来盘前直线拉升，现涨40%。消息面上，法拉第未来与大股东FF Top Holding LLC（FF Top）签署非约束性投资意向书，包括潜在金额最高达6亿美金的高级有担保可转换票据。</p><p><img src=\"https://static.tigerbbs.com/6a2c2164450b8654527b92e92ba16e4d\" tg-width=\"450\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135146177","content_text":"周二，法拉第未来盘前直线拉升，现涨40%。消息面上，法拉第未来与大股东FF Top Holding LLC（FF Top）签署非约束性投资意向书，包括潜在金额最高达6亿美金的高级有担保可转换票据。","news_type":1},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685900284,"gmtCreate":1659362419651,"gmtModify":1659362419651,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>这股一点活力都没了","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>这股一点活力都没了","text":"$荔枝(LIZI)$这股一点活力都没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685900284","isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685074097,"gmtCreate":1659361863920,"gmtModify":1659361863920,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>听说FF中国总部落户上海了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>听说FF中国总部落户上海了","text":"$Faraday Future(FFIE)$听说FF中国总部落户上海了","images":[{"img":"https://static.tigerbbs.com/6e46a397ad6c3e5079165bf00a27f066","width":"800","height":"469"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/685074097","isVote":1,"tweetType":1,"viewCount":7774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":685070035,"gmtCreate":1659359333531,"gmtModify":1659359333531,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"大环境不好，谁都不好过","listText":"大环境不好，谁都不好过","text":"大环境不好，谁都不好过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685070035","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682260283,"gmtCreate":1659015524346,"gmtModify":1659016103228,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492067831055210","authorIdStr":"3492067831055210"},"themes":[],"htmlText":"摩擦性衰退的意思吗[得意]&nbsp;","listText":"摩擦性衰退的意思吗[得意]&nbsp;","text":"摩擦性衰退的意思吗[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682260283","repostId":"1137433352","repostType":4,"repost":{"id":"1137433352","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":1659011422,"share":"https://www.laohu8.com/m/news/1137433352?lang=&edition=full","pubTime":"2022-07-28 20:30","market":"other","language":"zh","title":"进入“技术性衰退”！美国第二季度实际GDP年化季率初值-0.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137433352","media":"老虎资讯综合","summary":"7月28日，美国第二季度实际GDP年化季率初值 -0.9%，为连续第二个季度录得负值，进入“技术性衰退”；预期0.5%，前值-1.60%。美国二季度GDP数据公布后，美股股指期货直线下挫，纳指期货跌近","content":"<html><head></head><body><p>7月28日，美国第二季度实际GDP年化季率初值 -0.9%，为连续第二个季度录得负值，进入“技术性衰退”；预期0.5%，前值-1.60%。</p><p>美国二季度GDP数据公布后，美股股指期货直线下挫，纳指期货跌近1%，标普500指数跌0.5%，道指期货跌0.35%。</p><p><img src=\"https://static.tigerbbs.com/1edb2b65a6512f12a660edaa4ecd421a\" tg-width=\"385\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>美国至7月23日当周初请失业金人数 25.6万人，预期25.3万人，前值25.1万人。</p><p>美国第二季度实际个人消费支出季率初值 1%，预期1.2%，前值1.8%。</p><p>美国第二季度核心PCE物价指数年化季率初值 4.4%，预期4.5%，前值5.20%。</p><p><b>机构评美国第二季度GDP数据：</b></p><p>GDP连续第二个季度下降符合技术性衰退的标准定义。但美国经济衰退的官方仲裁机构——国家经济研究局将衰退定义为“经济活动在整个经济中持续数月以上的显著下降，通常在生产、就业、实际收入和其他指标中可见。”今年上半年，每月平均就业增长45.67万，这带来了强劲的工资增长，但是，经济下滑的风险已经增加。近几个月来，房屋建设和房屋销售疲软，企业和消费者信心也有所减弱。</p><p>在11月8日中期选举之前，白宫正在大力反击有关经济衰退的言论，试图安抚选民。这次中期选举将决定拜登总统领导的民主党是否能继续控制美国国会。美国财政部长耶伦定于周四举行新闻发布会，“讨论美国经济状况”。尽管劳动力市场依然吃紧，但有迹象表明它正在失去动力。</p><p>美国经济连续第二个季度萎缩，加大了经济衰退的可能性，数十年来的高通胀削弱了消费者支出，而美联储加息削弱了企业投资和住房需求。美国商务部周四公布的初步估计数据显示，美国国内生产总值年率化下降0.9%，今年前三个月的降幅为1.6%。作为经济最大组成部分的个人消费以1%的速度增长，较前一时期有所放缓。</p><p>该报告的细节显示，企业和政府支出以及住宅投资都有所下降，库存也拖累了GDP。这份报告显示，通胀削弱了美国人的购买力，美联储收紧货币政策削弱了房地产等对利率敏感的行业。这种疲软可能会加剧有关美国是否或何时进入衰退的本已激烈的辩论。</p><p>Amherst Pierpont Securities首席经济学家Stephen Stanley：美国GDP数据的公布值肯定比预期要疲软。GDP数据连续第二个负增长将进一步助长经济衰退的说法，但我同意鲍威尔主席的观点，即经济虽然在放缓，但并没有表现出衰退的特征。最值得注意的是，劳动力市场依然强劲。</p><p>美国国债收益率失去动力，第二季度GDP不及预期，萎缩0.9%，第一季度修正后下降1.6%，劳动力市场仍然紧张。上周首次申请失业救济人数从上周修订后的26.1万降至25.6万。这些综合数据可能助长美联储9月份加息50个基点的预期，同时削弱对提前降息的押注。</p><p>第二季度经通胀调整后的商业投资下降了0.1%，反映出建筑和设备支出双双下降。知识产权产品的支出稳步上升。住宅投资以14%的年率下降，这是自疫情开始以来的最大降幅，反映出高借贷成本和快速通胀对住房市场的挤压。销售额已经连续几个月下降，建筑商对未来的需求越来越悲观。</p><p>GDP数据显示，服务业支出折合成年率上升至4.1%，但商品支出下降了4.4%。经通胀调整的6月份支出数据将于周五公布。美国人正面临着从汽油、食品到房租等几乎所有东西的价格上涨困境。工资也上涨了，但速度跟不上通货膨胀，导致消费者信心降至多年来的低点。美联储决心限制通胀压力，然而其中一些压力是由他们无法控制的因素造成的，比如俄乌冲突。</p><p><b>机构评美国初请数据：</b></p><p>近几个月来，初请失业金人数普遍上升，并徘徊在去年11月以来的最高水平附近，与此同时，科技和房地产等行业的知名企业纷纷裁员，并停止招聘。最近几周，包括Spotify和Alphabet旗下谷歌在内的科技公司都表示，在全球经济不确定的情况下，它们将放慢招聘速度。加密货币和汽车等其他行业的公司也表示，他们正在裁员。</p><p>初请失业金人数四周均值升至24.925万人，该指标在一定程度上缓和了初请数据的波动性。在过去的16周中，该数据有15周是上涨的。</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>进入“技术性衰退”！美国第二季度实际GDP年化季率初值-0.9%</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进入“技术性衰退”！美国第二季度实际GDP年化季率初值-0.9%\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\">2022-07-28 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月28日，美国第二季度实际GDP年化季率初值 -0.9%，为连续第二个季度录得负值，进入“技术性衰退”；预期0.5%，前值-1.60%。</p><p>美国二季度GDP数据公布后，美股股指期货直线下挫，纳指期货跌近1%，标普500指数跌0.5%，道指期货跌0.35%。</p><p><img src=\"https://static.tigerbbs.com/1edb2b65a6512f12a660edaa4ecd421a\" tg-width=\"385\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>美国至7月23日当周初请失业金人数 25.6万人，预期25.3万人，前值25.1万人。</p><p>美国第二季度实际个人消费支出季率初值 1%，预期1.2%，前值1.8%。</p><p>美国第二季度核心PCE物价指数年化季率初值 4.4%，预期4.5%，前值5.20%。</p><p><b>机构评美国第二季度GDP数据：</b></p><p>GDP连续第二个季度下降符合技术性衰退的标准定义。但美国经济衰退的官方仲裁机构——国家经济研究局将衰退定义为“经济活动在整个经济中持续数月以上的显著下降，通常在生产、就业、实际收入和其他指标中可见。”今年上半年，每月平均就业增长45.67万，这带来了强劲的工资增长，但是，经济下滑的风险已经增加。近几个月来，房屋建设和房屋销售疲软，企业和消费者信心也有所减弱。</p><p>在11月8日中期选举之前，白宫正在大力反击有关经济衰退的言论，试图安抚选民。这次中期选举将决定拜登总统领导的民主党是否能继续控制美国国会。美国财政部长耶伦定于周四举行新闻发布会，“讨论美国经济状况”。尽管劳动力市场依然吃紧，但有迹象表明它正在失去动力。</p><p>美国经济连续第二个季度萎缩，加大了经济衰退的可能性，数十年来的高通胀削弱了消费者支出，而美联储加息削弱了企业投资和住房需求。美国商务部周四公布的初步估计数据显示，美国国内生产总值年率化下降0.9%，今年前三个月的降幅为1.6%。作为经济最大组成部分的个人消费以1%的速度增长，较前一时期有所放缓。</p><p>该报告的细节显示，企业和政府支出以及住宅投资都有所下降，库存也拖累了GDP。这份报告显示，通胀削弱了美国人的购买力，美联储收紧货币政策削弱了房地产等对利率敏感的行业。这种疲软可能会加剧有关美国是否或何时进入衰退的本已激烈的辩论。</p><p>Amherst Pierpont Securities首席经济学家Stephen Stanley：美国GDP数据的公布值肯定比预期要疲软。GDP数据连续第二个负增长将进一步助长经济衰退的说法，但我同意鲍威尔主席的观点，即经济虽然在放缓，但并没有表现出衰退的特征。最值得注意的是，劳动力市场依然强劲。</p><p>美国国债收益率失去动力，第二季度GDP不及预期，萎缩0.9%，第一季度修正后下降1.6%，劳动力市场仍然紧张。上周首次申请失业救济人数从上周修订后的26.1万降至25.6万。这些综合数据可能助长美联储9月份加息50个基点的预期，同时削弱对提前降息的押注。</p><p>第二季度经通胀调整后的商业投资下降了0.1%，反映出建筑和设备支出双双下降。知识产权产品的支出稳步上升。住宅投资以14%的年率下降，这是自疫情开始以来的最大降幅，反映出高借贷成本和快速通胀对住房市场的挤压。销售额已经连续几个月下降，建筑商对未来的需求越来越悲观。</p><p>GDP数据显示，服务业支出折合成年率上升至4.1%，但商品支出下降了4.4%。经通胀调整的6月份支出数据将于周五公布。美国人正面临着从汽油、食品到房租等几乎所有东西的价格上涨困境。工资也上涨了，但速度跟不上通货膨胀，导致消费者信心降至多年来的低点。美联储决心限制通胀压力，然而其中一些压力是由他们无法控制的因素造成的，比如俄乌冲突。</p><p><b>机构评美国初请数据：</b></p><p>近几个月来，初请失业金人数普遍上升，并徘徊在去年11月以来的最高水平附近，与此同时，科技和房地产等行业的知名企业纷纷裁员，并停止招聘。最近几周，包括Spotify和Alphabet旗下谷歌在内的科技公司都表示，在全球经济不确定的情况下，它们将放慢招聘速度。加密货币和汽车等其他行业的公司也表示，他们正在裁员。</p><p>初请失业金人数四周均值升至24.925万人，该指标在一定程度上缓和了初请数据的波动性。在过去的16周中，该数据有15周是上涨的。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137433352","content_text":"7月28日，美国第二季度实际GDP年化季率初值 -0.9%，为连续第二个季度录得负值，进入“技术性衰退”；预期0.5%，前值-1.60%。美国二季度GDP数据公布后，美股股指期货直线下挫，纳指期货跌近1%，标普500指数跌0.5%，道指期货跌0.35%。美国至7月23日当周初请失业金人数 25.6万人，预期25.3万人，前值25.1万人。美国第二季度实际个人消费支出季率初值 1%，预期1.2%，前值1.8%。美国第二季度核心PCE物价指数年化季率初值 4.4%，预期4.5%，前值5.20%。机构评美国第二季度GDP数据：GDP连续第二个季度下降符合技术性衰退的标准定义。但美国经济衰退的官方仲裁机构——国家经济研究局将衰退定义为“经济活动在整个经济中持续数月以上的显著下降，通常在生产、就业、实际收入和其他指标中可见。”今年上半年，每月平均就业增长45.67万，这带来了强劲的工资增长，但是，经济下滑的风险已经增加。近几个月来，房屋建设和房屋销售疲软，企业和消费者信心也有所减弱。在11月8日中期选举之前，白宫正在大力反击有关经济衰退的言论，试图安抚选民。这次中期选举将决定拜登总统领导的民主党是否能继续控制美国国会。美国财政部长耶伦定于周四举行新闻发布会，“讨论美国经济状况”。尽管劳动力市场依然吃紧，但有迹象表明它正在失去动力。美国经济连续第二个季度萎缩，加大了经济衰退的可能性，数十年来的高通胀削弱了消费者支出，而美联储加息削弱了企业投资和住房需求。美国商务部周四公布的初步估计数据显示，美国国内生产总值年率化下降0.9%，今年前三个月的降幅为1.6%。作为经济最大组成部分的个人消费以1%的速度增长，较前一时期有所放缓。该报告的细节显示，企业和政府支出以及住宅投资都有所下降，库存也拖累了GDP。这份报告显示，通胀削弱了美国人的购买力，美联储收紧货币政策削弱了房地产等对利率敏感的行业。这种疲软可能会加剧有关美国是否或何时进入衰退的本已激烈的辩论。Amherst Pierpont Securities首席经济学家Stephen Stanley：美国GDP数据的公布值肯定比预期要疲软。GDP数据连续第二个负增长将进一步助长经济衰退的说法，但我同意鲍威尔主席的观点，即经济虽然在放缓，但并没有表现出衰退的特征。最值得注意的是，劳动力市场依然强劲。美国国债收益率失去动力，第二季度GDP不及预期，萎缩0.9%，第一季度修正后下降1.6%，劳动力市场仍然紧张。上周首次申请失业救济人数从上周修订后的26.1万降至25.6万。这些综合数据可能助长美联储9月份加息50个基点的预期，同时削弱对提前降息的押注。第二季度经通胀调整后的商业投资下降了0.1%，反映出建筑和设备支出双双下降。知识产权产品的支出稳步上升。住宅投资以14%的年率下降，这是自疫情开始以来的最大降幅，反映出高借贷成本和快速通胀对住房市场的挤压。销售额已经连续几个月下降，建筑商对未来的需求越来越悲观。GDP数据显示，服务业支出折合成年率上升至4.1%，但商品支出下降了4.4%。经通胀调整的6月份支出数据将于周五公布。美国人正面临着从汽油、食品到房租等几乎所有东西的价格上涨困境。工资也上涨了，但速度跟不上通货膨胀，导致消费者信心降至多年来的低点。美联储决心限制通胀压力，然而其中一些压力是由他们无法控制的因素造成的，比如俄乌冲突。机构评美国初请数据：近几个月来，初请失业金人数普遍上升，并徘徊在去年11月以来的最高水平附近，与此同时，科技和房地产等行业的知名企业纷纷裁员，并停止招聘。最近几周，包括Spotify和Alphabet旗下谷歌在内的科技公司都表示，在全球经济不确定的情况下，它们将放慢招聘速度。加密货币和汽车等其他行业的公司也表示，他们正在裁员。初请失业金人数四周均值升至24.925万人，该指标在一定程度上缓和了初请数据的波动性。在过去的16周中，该数据有15周是上涨的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":267625,"gmtCreate":1536933707098,"gmtModify":1704773520365,"author":{"id":"3492067831055210","authorId":"3492067831055210","name":"昵称茅台酒","avatar":"https://static.tigerbbs.com/56cea4829f7d84f6c27b5ca76ff05d3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492067831055210","idStr":"3492067831055210"},"themes":[],"htmlText":"$蔚来汽车(NIO)$ 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