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Geoff_3154
10-12
没有概念
财政部发布会:怎样的“加力”信号?
Geoff_3154
07-30
就更新了一下软件,咋咋唬唬的
特斯拉因引擎盖问题在美国召回超180万辆汽车
Geoff_3154
02-22
$阿里巴巴-SW(09988)$
Geoff_3154
2021-10-16
会不会是套现,钱不够了
银行股财报暗藏哪些信息?美国经济究竟是好是坏?
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16:36","market":"sh","language":"zh","title":"财政部发布会:怎样的“加力”信号?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195140770","media":"川阅全球宏观","summary":"在市场聚焦的“增量”内容上可谓干货满满。","content":"<html><head></head><body><p>作者:陶川 钟渝梅 李潇宇</p><p>今天召开的财政部新闻发布会 “亿众瞩目”,我们认为在市场聚焦的“增量”内容上可谓干货满满。几个不寻常的信号尤其值得关注:</p><p style=\"text-align: justify;\">一、围绕着市场最关心的规模相关的问题,财政部在多个回答中给出了“力度”的暗示。比如在词频上,有7次提到“较大”,4次提到“赤字”,4次提到举债。这从近年来财政部召开的发布会来看是非同寻常的。因此我们预计本轮的增量政策是一个多年较大规模的计划,在节奏和规模上都不会“落后于曲线”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0cff1265395ebd9ed725439355c47a7\" title=\"\" tg-width=\"913\" tg-height=\"586\"/></p><p style=\"text-align: justify;\">二是增量在出台的逻辑上是先修复微观主体的资产负债表,再发力消费与投资。这与我们此前报告《节后的宏观悬念》的推演相一致。尤其是财政部重点强调的“拟一次性增加较大规模债务限额”,正如蓝部长所说“将大大减轻地方化债压力,可以腾出更多的资源发展经济”。而“发行特别国债用于补充商业银行资本金”也是类似的逻辑,<strong>即只有微观主体在资产负债端不再做“减法”,更多的增量政策才能达到做“加法”的效果。</strong></p><p style=\"text-align: justify;\">三是“3%赤字率红线”很可能成为过去时,给了未来财政发力以想象空间。近年来除了疫情这样的重大突发公共卫生事件,即便中美贸易争端期间中国的目标赤字率也未曾突破过3%。但在今天的发布会上,<strong>蓝部长不止一次提到“中央财政在举债和提升赤字方面是有较大空间的”,</strong>可见未来中央政府的加杠杆决心。而从财政部下一步工作的部署来看,“改善居民收入预期,激发消费潜能”排在了“带动有效投资,扩大国内需求”之前,可见结构上未来的增量空间正在优化调整。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb2becf3b8f0f3c8337e9e38a3401e\" title=\"\" tg-width=\"893\" tg-height=\"552\"/></p><p style=\"text-align: justify;\">四是财政政策与金融政策的协同配合正持续推进。本次发布会专门就财政如何支持银行、支持房地产的问题进行展开——<strong>在支持金融方面,</strong>通过发债注资的方式实现,但与以往不同的是,此次发行特别国债为国有大型商业银行补充资本更强调“统筹推进、分期分批、一行一策”,充分体现了灵活性和差异化。<strong>在支持房地产方面,</strong>对9月政治局会议中的“控制新房增量、优化存量”进行了进一步部署,本轮政策的增量主要体现在地方专项债支持土地储备和住房收储、以及研究取消非普宅衔接的增值税政策,但要推动房地产市场止跌回稳,未来仍需要其他部委政策和财政部进一步底协同和加力。</p><p style=\"text-align: justify;\"><strong>往后来看,本轮增量政策的“规模”悬念预计将在未来两周内落地。</strong>正如蓝部长在本次发布会上所暗示的“一揽子有针对性增量政策举措目前是已经进入决策程序的政策”,<strong>这一决策程序是正是指10月下旬召开的全国人大常委会会议,届时关于化解地方债务风险和特别国债的一揽子规模都将浮出水面,</strong>我们认为同样值得关注的是是否就提升中央政府举债和赤字率的空间给出指引信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2e23df561b754fd2748a11b812c166\" title=\"\" tg-width=\"947\" tg-height=\"472\"/></p></body></html>","source":"lsy1582083733592","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>财政部发布会:怎样的“加力”信号?</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财政部发布会:怎样的“加力”信号?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-12 16:36 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzUzMzEyODIyMA==&mid=2247509654&idx=1&sn=b86b918a07bdb8506509b7d9dc109897&chksm=fb8013760f4c109e584d283b36872f106a0bbb6ddd785c9932820c795e0fe7427e74a51f4f77&scene=0&xtrack=1><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:陶川 钟渝梅 李潇宇今天召开的财政部新闻发布会 “亿众瞩目”,我们认为在市场聚焦的“增量”内容上可谓干货满满。几个不寻常的信号尤其值得关注:一、围绕着市场最关心的规模相关的问题,财政部在多个回答中给出了“力度”的暗示。比如在词频上,有7次提到“较大”,4次提到“赤字”,4次提到举债。这从近年来财政部召开的发布会来看是非同寻常的。因此我们预计本轮的增量政策是一个多年较大规模的计划,在节奏和规模...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzUzMzEyODIyMA==&mid=2247509654&idx=1&sn=b86b918a07bdb8506509b7d9dc109897&chksm=fb8013760f4c109e584d283b36872f106a0bbb6ddd785c9932820c795e0fe7427e74a51f4f77&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzUzMzEyODIyMA==&mid=2247509654&idx=1&sn=b86b918a07bdb8506509b7d9dc109897&chksm=fb8013760f4c109e584d283b36872f106a0bbb6ddd785c9932820c795e0fe7427e74a51f4f77&scene=0&xtrack=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195140770","content_text":"作者:陶川 钟渝梅 李潇宇今天召开的财政部新闻发布会 “亿众瞩目”,我们认为在市场聚焦的“增量”内容上可谓干货满满。几个不寻常的信号尤其值得关注:一、围绕着市场最关心的规模相关的问题,财政部在多个回答中给出了“力度”的暗示。比如在词频上,有7次提到“较大”,4次提到“赤字”,4次提到举债。这从近年来财政部召开的发布会来看是非同寻常的。因此我们预计本轮的增量政策是一个多年较大规模的计划,在节奏和规模上都不会“落后于曲线”。二是增量在出台的逻辑上是先修复微观主体的资产负债表,再发力消费与投资。这与我们此前报告《节后的宏观悬念》的推演相一致。尤其是财政部重点强调的“拟一次性增加较大规模债务限额”,正如蓝部长所说“将大大减轻地方化债压力,可以腾出更多的资源发展经济”。而“发行特别国债用于补充商业银行资本金”也是类似的逻辑,即只有微观主体在资产负债端不再做“减法”,更多的增量政策才能达到做“加法”的效果。三是“3%赤字率红线”很可能成为过去时,给了未来财政发力以想象空间。近年来除了疫情这样的重大突发公共卫生事件,即便中美贸易争端期间中国的目标赤字率也未曾突破过3%。但在今天的发布会上,蓝部长不止一次提到“中央财政在举债和提升赤字方面是有较大空间的”,可见未来中央政府的加杠杆决心。而从财政部下一步工作的部署来看,“改善居民收入预期,激发消费潜能”排在了“带动有效投资,扩大国内需求”之前,可见结构上未来的增量空间正在优化调整。四是财政政策与金融政策的协同配合正持续推进。本次发布会专门就财政如何支持银行、支持房地产的问题进行展开——在支持金融方面,通过发债注资的方式实现,但与以往不同的是,此次发行特别国债为国有大型商业银行补充资本更强调“统筹推进、分期分批、一行一策”,充分体现了灵活性和差异化。在支持房地产方面,对9月政治局会议中的“控制新房增量、优化存量”进行了进一步部署,本轮政策的增量主要体现在地方专项债支持土地储备和住房收储、以及研究取消非普宅衔接的增值税政策,但要推动房地产市场止跌回稳,未来仍需要其他部委政策和财政部进一步底协同和加力。往后来看,本轮增量政策的“规模”悬念预计将在未来两周内落地。正如蓝部长在本次发布会上所暗示的“一揽子有针对性增量政策举措目前是已经进入决策程序的政策”,这一决策程序是正是指10月下旬召开的全国人大常委会会议,届时关于化解地方债务风险和特别国债的一揽子规模都将浮出水面,我们认为同样值得关注的是是否就提升中央政府举债和赤字率的空间给出指引信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333083296878768,"gmtCreate":1722344809106,"gmtModify":1722348371891,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"就更新了一下软件,咋咋唬唬的","listText":"就更新了一下软件,咋咋唬唬的","text":"就更新了一下软件,咋咋唬唬的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333083296878768","repostId":"2455986112","repostType":2,"repost":{"id":"2455986112","kind":"news","pubTimestamp":1722334037,"share":"https://www.laohu8.com/m/news/2455986112?lang=&edition=full","pubTime":"2024-07-30 18:07","market":"us","language":"zh","title":"特斯拉因引擎盖问题在美国召回超180万辆汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2455986112","media":"环球网","summary":"7月30日,据路透社消息,近日,美国国家公路交通安全管理局宣布,特斯拉因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,特斯拉已经发布了无线软件更新来解决这一问题,车主无需到店即可进行修复。值得一提的是,就在上个月,特斯拉还因雨刷和外饰存在问题,宣布将在全国范围内召回大部分Cybertrucks。","content":"<html><head></head><body><p>7月30日,据路透社消息,美国国家公路交通安全管理局(NHTSA)宣布,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。未锁闭的引擎盖在行驶过程中可能会完全打开并遮挡驾驶员的视线,从而增加发生碰撞的风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb21c0ae1e5e1e8c376ee8f2d34c9ad\" title=\"\" tg-width=\"1024\" tg-height=\"682\"/></p><p>此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,特斯拉已经发布了无线软件更新来解决这一问题,车主无需到店即可进行修复。</p><p>值得一提的是,就在上个月,特斯拉还因雨刷和外饰存在问题,宣布将在全国范围内召回大部分Cybertrucks。</p></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉因引擎盖问题在美国召回超180万辆汽车</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特斯拉因引擎盖问题在美国召回超180万辆汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 18:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240730180943aefc2918&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月30日,据路透社消息,美国国家公路交通安全管理局(NHTSA)宣布,特斯拉(TSLA)因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。未锁闭的引擎盖在行驶过程中可能会完全打开并遮挡驾驶员的视线,从而增加发生碰撞的风险。此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240730180943aefc2918&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d695ec0cc530efc680a696604e078f14","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH 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Y车辆。NHTSA表示,特斯拉已经发布了无线软件更新来解决这一问题,车主无需到店即可进行修复。值得一提的是,就在上个月,特斯拉还因雨刷和外饰存在问题,宣布将在全国范围内召回大部分Cybertrucks。","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276632226472008,"gmtCreate":1708565547143,"gmtModify":1708566842610,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"0\"></v-v> ","text":"$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276632226472008","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":827030516,"gmtCreate":1634364750158,"gmtModify":1634364750158,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"会不会是套现,钱不够了","listText":"会不会是套现,钱不够了","text":"会不会是套现,钱不够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827030516","repostId":"1156852791","repostType":4,"repost":{"id":"1156852791","kind":"news","pubTimestamp":1634351904,"share":"https://www.laohu8.com/m/news/1156852791?lang=&edition=full","pubTime":"2021-10-16 10:38","market":"us","language":"zh","title":"银行股财报暗藏哪些信息?美国经济究竟是好是坏?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156852791","media":"英为财情Invest...","summary":"“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。\n近期以来,一直有","content":"<p>“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。</p>\n<p>近期以来,一直有经济学家和专家警告说,美国的经济增长可能会出现放缓,显然,眼下美国还面临着德尔塔变异病毒传播的不确定性,通胀的不断上升,以及供应链的问题。</p>\n<p><i><b>那么,银行的财报</b></i></p>\n<p><i><b>向我们透露了美国经济怎样的一种状况?</b></i></p>\n<p>从隔夜美股的这几家银行股财报来看,美国的后疫情时代经济复苏似乎进展仍然比较顺利。除了亮眼的业绩以外,美国银行股的高管们还对美国经济的前景做出了乐观的预测。</p>\n<p><i><b>客户支出已超疫情前水平释放贷款损失准备金</b></i></p>\n<p>银行高管表示,客户支出已经超过了疫情前的水平,同时他们认为,这个趋势将会持续到今年的圣诞节假期。</p>\n<p>其中,花旗集团 (NYSE:C)的信用卡支出较去年同期增长了20%,达到创纪录的水平。</p>\n<p>同时,美国银行 (NYSE:BAC)的CFO Paul Donofrio周四在分析师电话会议中表示,“如果你看看经济,就会发现它正在改善,人们正在增加支出,企业将不得不开始投资。</p>\n<p>我们对未来很乐观。”美国银行的CEO Brian Moynihan也表示,“这些巨大的支出,还将继续加速。”</p>\n<p>数据显示,美国银行截至9月的三季度里利润为77亿美元,主要是因为该行受到了客户在信用卡和借记卡上的支出增加,这一部分的数字同比去年增长了58%左右,当时疫情急剧蔓延,银行仍需要拨备贷款损失准备金。</p>\n<p>不过,随着客户继续支付他们的账单,银行的贷款损失准备金率已经降至了50年以来的低点。</p>\n<p>华尔街的大部分银行都得以从贷款损失拨备中释放更多资金,其中富国银行释放高达17亿美元的资金,花旗和美国银行分别释放了12亿和11亿美元,同时,摩根士丹利的贷款损失准备金则出现了小幅的上涨。</p>\n<p><i><b>贷款需求下降证券相关贷款快速增长</b></i></p>\n<p>疫情期间,仍然脆弱的经济降低了市场上对银行贷款的需求。富国银行 (NYSE:WFC)和美国银行的未偿贷款总额较去年同期有所下降,但较第二季度有所上升。</p>\n<p>富国银行的首席财务官Mike Santomassimo在分析师电话会议上表示,“我们都希望看到更快的贷款增长。”</p>\n<p>他指出,“供应链危机对我们最大的影响在于,信贷和贷款需求确实受到了限制。”例如,在商业银行领域,“我们的很多用户都无法让他们的工厂正常运营。”</p>\n<p>而且,还需要关注的是,Mike Santomassimo还指出,通胀使得工资和大宗商品的价格居高不下,这也会限制经济的增长。</p>\n<p>然而,需要关注的是,基于证券的贷款正在迅速增长。美国银行和摩根士丹利的财报显示,其面向客户提供的以股票和债券组合为抵押的贷款均出现了两位数的增长。</p>\n<p><b><i>交易业务仍然火爆</i></b></p>\n<p><b><i>银行交易部门受益颇丰</i></b></p>\n<p>疫情爆发以来,美国二级市场投资者的狂热也推动了大型银行的业绩增长。股票交易量仍在上升,但固定收益交易正在放缓。</p>\n<p>投资机构Neuberger Berman高级分析师Kush Goel指出,第三季的业绩数据显示,美国大型银行的市场营收仍高于此前预期,部分原因是它们从国际竞争对手那里赢得了更多业务。</p>\n<p>数据显示,摩根士丹利的利润增长了37亿美元,其中股票业务的收益增长达到了24%;花旗银行的这部分利润也高达46亿美元,同比去年增长了48%;同时,股票交易业务规模较小的富国银行,其利润也达到了51亿美元,超过分析师预期。</p>\n<p><b><i>全球并购带来滚滚利润企业重新审视自身商业模式</i></b></p>\n<p>从三级的数据来看,全球并购交易也为华尔街的银行股们带来了滚滚利润。摩根大通、摩根士丹利、美国银行、花旗都公布了创纪录的季度并购费用收益增长,其中花旗更是录得了10年以来最佳的季度并购业绩。</p>\n<p>巴克莱的分析师Jason Goldberg表示,企业并购的步伐具有“持久力”,“你会看到很多公司在疫情过后,开始重新审视自己的商业模式,包括他们可能会寻求扩大规模,或者增加数字产品。”</p>\n<p>他指出,从历史上来看,对并购活动最大的潜在干扰是市场波动,所以这肯定是我们密切关注的问题,不过就近期而言,全球经济活动似乎应该会有所增加。</p>","source":"lsy1594375853987","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>银行股财报暗藏哪些信息?美国经济究竟是好是坏?</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银行股财报暗藏哪些信息?美国经济究竟是好是坏?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-16 10:38 北京时间 <a href=https://mp.weixin.qq.com/s/NmXO1hGazLn0Nz50QO0RFw><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。\n近期以来,一直有经济学家和专家警告说,美国的经济增长可能会出现放缓,显然,眼下美国还面临着德尔塔变异病毒传播的不确定性,通胀的不断上升,以及供应链的问题。\n那么,银行的财报\n向我们透露了美国经济怎样的一种状况?\n从...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NmXO1hGazLn0Nz50QO0RFw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{"WFC":"富国银行"},"source_url":"https://mp.weixin.qq.com/s/NmXO1hGazLn0Nz50QO0RFw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156852791","content_text":"“雄赳赳气昂昂”的美股丝毫没有要“刹车”的迹象,至少一部分行业仍然是朝气蓬勃的——隔夜几家华尔街的大型投行公布了亮眼的三季度业绩报告,并购潮和股票交易业务提振了这些银行们的财务数据。\n近期以来,一直有经济学家和专家警告说,美国的经济增长可能会出现放缓,显然,眼下美国还面临着德尔塔变异病毒传播的不确定性,通胀的不断上升,以及供应链的问题。\n那么,银行的财报\n向我们透露了美国经济怎样的一种状况?\n从隔夜美股的这几家银行股财报来看,美国的后疫情时代经济复苏似乎进展仍然比较顺利。除了亮眼的业绩以外,美国银行股的高管们还对美国经济的前景做出了乐观的预测。\n客户支出已超疫情前水平释放贷款损失准备金\n银行高管表示,客户支出已经超过了疫情前的水平,同时他们认为,这个趋势将会持续到今年的圣诞节假期。\n其中,花旗集团 (NYSE:C)的信用卡支出较去年同期增长了20%,达到创纪录的水平。\n同时,美国银行 (NYSE:BAC)的CFO Paul Donofrio周四在分析师电话会议中表示,“如果你看看经济,就会发现它正在改善,人们正在增加支出,企业将不得不开始投资。\n我们对未来很乐观。”美国银行的CEO Brian Moynihan也表示,“这些巨大的支出,还将继续加速。”\n数据显示,美国银行截至9月的三季度里利润为77亿美元,主要是因为该行受到了客户在信用卡和借记卡上的支出增加,这一部分的数字同比去年增长了58%左右,当时疫情急剧蔓延,银行仍需要拨备贷款损失准备金。\n不过,随着客户继续支付他们的账单,银行的贷款损失准备金率已经降至了50年以来的低点。\n华尔街的大部分银行都得以从贷款损失拨备中释放更多资金,其中富国银行释放高达17亿美元的资金,花旗和美国银行分别释放了12亿和11亿美元,同时,摩根士丹利的贷款损失准备金则出现了小幅的上涨。\n贷款需求下降证券相关贷款快速增长\n疫情期间,仍然脆弱的经济降低了市场上对银行贷款的需求。富国银行 (NYSE:WFC)和美国银行的未偿贷款总额较去年同期有所下降,但较第二季度有所上升。\n富国银行的首席财务官Mike Santomassimo在分析师电话会议上表示,“我们都希望看到更快的贷款增长。”\n他指出,“供应链危机对我们最大的影响在于,信贷和贷款需求确实受到了限制。”例如,在商业银行领域,“我们的很多用户都无法让他们的工厂正常运营。”\n而且,还需要关注的是,Mike Santomassimo还指出,通胀使得工资和大宗商品的价格居高不下,这也会限制经济的增长。\n然而,需要关注的是,基于证券的贷款正在迅速增长。美国银行和摩根士丹利的财报显示,其面向客户提供的以股票和债券组合为抵押的贷款均出现了两位数的增长。\n交易业务仍然火爆\n银行交易部门受益颇丰\n疫情爆发以来,美国二级市场投资者的狂热也推动了大型银行的业绩增长。股票交易量仍在上升,但固定收益交易正在放缓。\n投资机构Neuberger Berman高级分析师Kush Goel指出,第三季的业绩数据显示,美国大型银行的市场营收仍高于此前预期,部分原因是它们从国际竞争对手那里赢得了更多业务。\n数据显示,摩根士丹利的利润增长了37亿美元,其中股票业务的收益增长达到了24%;花旗银行的这部分利润也高达46亿美元,同比去年增长了48%;同时,股票交易业务规模较小的富国银行,其利润也达到了51亿美元,超过分析师预期。\n全球并购带来滚滚利润企业重新审视自身商业模式\n从三级的数据来看,全球并购交易也为华尔街的银行股们带来了滚滚利润。摩根大通、摩根士丹利、美国银行、花旗都公布了创纪录的季度并购费用收益增长,其中花旗更是录得了10年以来最佳的季度并购业绩。\n巴克莱的分析师Jason Goldberg表示,企业并购的步伐具有“持久力”,“你会看到很多公司在疫情过后,开始重新审视自己的商业模式,包括他们可能会寻求扩大规模,或者增加数字产品。”\n他指出,从历史上来看,对并购活动最大的潜在干扰是市场波动,所以这肯定是我们密切关注的问题,不过就近期而言,全球经济活动似乎应该会有所增加。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":827030516,"gmtCreate":1634364750158,"gmtModify":1634364750158,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"会不会是套现,钱不够了","listText":"会不会是套现,钱不够了","text":"会不会是套现,钱不够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827030516","repostId":"1156852791","repostType":4,"isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359149941026840,"gmtCreate":1728723573199,"gmtModify":1728724473596,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"没有概念","listText":"没有概念","text":"没有概念","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359149941026840","repostId":"1195140770","repostType":2,"repost":{"id":"1195140770","kind":"news","pubTimestamp":1728722160,"share":"https://www.laohu8.com/m/news/1195140770?lang=&edition=full","pubTime":"2024-10-12 16:36","market":"sh","language":"zh","title":"财政部发布会:怎样的“加力”信号?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195140770","media":"川阅全球宏观","summary":"在市场聚焦的“增量”内容上可谓干货满满。","content":"<html><head></head><body><p>作者:陶川 钟渝梅 李潇宇</p><p>今天召开的财政部新闻发布会 “亿众瞩目”,我们认为在市场聚焦的“增量”内容上可谓干货满满。几个不寻常的信号尤其值得关注:</p><p style=\"text-align: justify;\">一、围绕着市场最关心的规模相关的问题,财政部在多个回答中给出了“力度”的暗示。比如在词频上,有7次提到“较大”,4次提到“赤字”,4次提到举债。这从近年来财政部召开的发布会来看是非同寻常的。因此我们预计本轮的增量政策是一个多年较大规模的计划,在节奏和规模上都不会“落后于曲线”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0cff1265395ebd9ed725439355c47a7\" title=\"\" tg-width=\"913\" tg-height=\"586\"/></p><p style=\"text-align: justify;\">二是增量在出台的逻辑上是先修复微观主体的资产负债表,再发力消费与投资。这与我们此前报告《节后的宏观悬念》的推演相一致。尤其是财政部重点强调的“拟一次性增加较大规模债务限额”,正如蓝部长所说“将大大减轻地方化债压力,可以腾出更多的资源发展经济”。而“发行特别国债用于补充商业银行资本金”也是类似的逻辑,<strong>即只有微观主体在资产负债端不再做“减法”,更多的增量政策才能达到做“加法”的效果。</strong></p><p style=\"text-align: justify;\">三是“3%赤字率红线”很可能成为过去时,给了未来财政发力以想象空间。近年来除了疫情这样的重大突发公共卫生事件,即便中美贸易争端期间中国的目标赤字率也未曾突破过3%。但在今天的发布会上,<strong>蓝部长不止一次提到“中央财政在举债和提升赤字方面是有较大空间的”,</strong>可见未来中央政府的加杠杆决心。而从财政部下一步工作的部署来看,“改善居民收入预期,激发消费潜能”排在了“带动有效投资,扩大国内需求”之前,可见结构上未来的增量空间正在优化调整。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb2becf3b8f0f3c8337e9e38a3401e\" title=\"\" tg-width=\"893\" tg-height=\"552\"/></p><p style=\"text-align: justify;\">四是财政政策与金融政策的协同配合正持续推进。本次发布会专门就财政如何支持银行、支持房地产的问题进行展开——<strong>在支持金融方面,</strong>通过发债注资的方式实现,但与以往不同的是,此次发行特别国债为国有大型商业银行补充资本更强调“统筹推进、分期分批、一行一策”,充分体现了灵活性和差异化。<strong>在支持房地产方面,</strong>对9月政治局会议中的“控制新房增量、优化存量”进行了进一步部署,本轮政策的增量主要体现在地方专项债支持土地储备和住房收储、以及研究取消非普宅衔接的增值税政策,但要推动房地产市场止跌回稳,未来仍需要其他部委政策和财政部进一步底协同和加力。</p><p style=\"text-align: justify;\"><strong>往后来看,本轮增量政策的“规模”悬念预计将在未来两周内落地。</strong>正如蓝部长在本次发布会上所暗示的“一揽子有针对性增量政策举措目前是已经进入决策程序的政策”,<strong>这一决策程序是正是指10月下旬召开的全国人大常委会会议,届时关于化解地方债务风险和特别国债的一揽子规模都将浮出水面,</strong>我们认为同样值得关注的是是否就提升中央政府举债和赤字率的空间给出指引信号。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c2e23df561b754fd2748a11b812c166\" title=\"\" tg-width=\"947\" tg-height=\"472\"/></p></body></html>","source":"lsy1582083733592","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>财政部发布会:怎样的“加力”信号?</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财政部发布会:怎样的“加力”信号?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-12 16:36 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzUzMzEyODIyMA==&mid=2247509654&idx=1&sn=b86b918a07bdb8506509b7d9dc109897&chksm=fb8013760f4c109e584d283b36872f106a0bbb6ddd785c9932820c795e0fe7427e74a51f4f77&scene=0&xtrack=1><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:陶川 钟渝梅 李潇宇今天召开的财政部新闻发布会 “亿众瞩目”,我们认为在市场聚焦的“增量”内容上可谓干货满满。几个不寻常的信号尤其值得关注:一、围绕着市场最关心的规模相关的问题,财政部在多个回答中给出了“力度”的暗示。比如在词频上,有7次提到“较大”,4次提到“赤字”,4次提到举债。这从近年来财政部召开的发布会来看是非同寻常的。因此我们预计本轮的增量政策是一个多年较大规模的计划,在节奏和规模...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzUzMzEyODIyMA==&mid=2247509654&idx=1&sn=b86b918a07bdb8506509b7d9dc109897&chksm=fb8013760f4c109e584d283b36872f106a0bbb6ddd785c9932820c795e0fe7427e74a51f4f77&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzUzMzEyODIyMA==&mid=2247509654&idx=1&sn=b86b918a07bdb8506509b7d9dc109897&chksm=fb8013760f4c109e584d283b36872f106a0bbb6ddd785c9932820c795e0fe7427e74a51f4f77&scene=0&xtrack=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195140770","content_text":"作者:陶川 钟渝梅 李潇宇今天召开的财政部新闻发布会 “亿众瞩目”,我们认为在市场聚焦的“增量”内容上可谓干货满满。几个不寻常的信号尤其值得关注:一、围绕着市场最关心的规模相关的问题,财政部在多个回答中给出了“力度”的暗示。比如在词频上,有7次提到“较大”,4次提到“赤字”,4次提到举债。这从近年来财政部召开的发布会来看是非同寻常的。因此我们预计本轮的增量政策是一个多年较大规模的计划,在节奏和规模上都不会“落后于曲线”。二是增量在出台的逻辑上是先修复微观主体的资产负债表,再发力消费与投资。这与我们此前报告《节后的宏观悬念》的推演相一致。尤其是财政部重点强调的“拟一次性增加较大规模债务限额”,正如蓝部长所说“将大大减轻地方化债压力,可以腾出更多的资源发展经济”。而“发行特别国债用于补充商业银行资本金”也是类似的逻辑,即只有微观主体在资产负债端不再做“减法”,更多的增量政策才能达到做“加法”的效果。三是“3%赤字率红线”很可能成为过去时,给了未来财政发力以想象空间。近年来除了疫情这样的重大突发公共卫生事件,即便中美贸易争端期间中国的目标赤字率也未曾突破过3%。但在今天的发布会上,蓝部长不止一次提到“中央财政在举债和提升赤字方面是有较大空间的”,可见未来中央政府的加杠杆决心。而从财政部下一步工作的部署来看,“改善居民收入预期,激发消费潜能”排在了“带动有效投资,扩大国内需求”之前,可见结构上未来的增量空间正在优化调整。四是财政政策与金融政策的协同配合正持续推进。本次发布会专门就财政如何支持银行、支持房地产的问题进行展开——在支持金融方面,通过发债注资的方式实现,但与以往不同的是,此次发行特别国债为国有大型商业银行补充资本更强调“统筹推进、分期分批、一行一策”,充分体现了灵活性和差异化。在支持房地产方面,对9月政治局会议中的“控制新房增量、优化存量”进行了进一步部署,本轮政策的增量主要体现在地方专项债支持土地储备和住房收储、以及研究取消非普宅衔接的增值税政策,但要推动房地产市场止跌回稳,未来仍需要其他部委政策和财政部进一步底协同和加力。往后来看,本轮增量政策的“规模”悬念预计将在未来两周内落地。正如蓝部长在本次发布会上所暗示的“一揽子有针对性增量政策举措目前是已经进入决策程序的政策”,这一决策程序是正是指10月下旬召开的全国人大常委会会议,届时关于化解地方债务风险和特别国债的一揽子规模都将浮出水面,我们认为同样值得关注的是是否就提升中央政府举债和赤字率的空间给出指引信号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333083296878768,"gmtCreate":1722344809106,"gmtModify":1722348371891,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"就更新了一下软件,咋咋唬唬的","listText":"就更新了一下软件,咋咋唬唬的","text":"就更新了一下软件,咋咋唬唬的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333083296878768","repostId":"2455986112","repostType":2,"repost":{"id":"2455986112","kind":"news","pubTimestamp":1722334037,"share":"https://www.laohu8.com/m/news/2455986112?lang=&edition=full","pubTime":"2024-07-30 18:07","market":"us","language":"zh","title":"特斯拉因引擎盖问题在美国召回超180万辆汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2455986112","media":"环球网","summary":"7月30日,据路透社消息,近日,美国国家公路交通安全管理局宣布,特斯拉因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,特斯拉已经发布了无线软件更新来解决这一问题,车主无需到店即可进行修复。值得一提的是,就在上个月,特斯拉还因雨刷和外饰存在问题,宣布将在全国范围内召回大部分Cybertrucks。","content":"<html><head></head><body><p>7月30日,据路透社消息,美国国家公路交通安全管理局(NHTSA)宣布,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。未锁闭的引擎盖在行驶过程中可能会完全打开并遮挡驾驶员的视线,从而增加发生碰撞的风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eb21c0ae1e5e1e8c376ee8f2d34c9ad\" title=\"\" tg-width=\"1024\" tg-height=\"682\"/></p><p>此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,特斯拉已经发布了无线软件更新来解决这一问题,车主无需到店即可进行修复。</p><p>值得一提的是,就在上个月,特斯拉还因雨刷和外饰存在问题,宣布将在全国范围内召回大部分Cybertrucks。</p></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉因引擎盖问题在美国召回超180万辆汽车</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特斯拉因引擎盖问题在美国召回超180万辆汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 18:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240730180943aefc2918&s=b><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月30日,据路透社消息,美国国家公路交通安全管理局(NHTSA)宣布,特斯拉(TSLA)因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。未锁闭的引擎盖在行驶过程中可能会完全打开并遮挡驾驶员的视线,从而增加发生碰撞的风险。此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240730180943aefc2918&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d695ec0cc530efc680a696604e078f14","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH 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Cap","BK4527":"明星科技股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240730180943aefc2918&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2455986112","content_text":"7月30日,据路透社消息,美国国家公路交通安全管理局(NHTSA)宣布,特斯拉(TSLA)因软件存在无法检测未锁引擎盖的风险,正在美国召回超过180万辆汽车。未锁闭的引擎盖在行驶过程中可能会完全打开并遮挡驾驶员的视线,从而增加发生碰撞的风险。此次召回行动涵盖了部分2021-2024年款的Model 3、Model S、Model X,以及2020-2024年款的Model Y车辆。NHTSA表示,特斯拉已经发布了无线软件更新来解决这一问题,车主无需到店即可进行修复。值得一提的是,就在上个月,特斯拉还因雨刷和外饰存在问题,宣布将在全国范围内召回大部分Cybertrucks。","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276632226472008,"gmtCreate":1708565547143,"gmtModify":1708566842610,"author":{"id":"3492810628086776","authorId":"3492810628086776","name":"Geoff_3154","avatar":"https://static.tigerbbs.com/c13553ea13e27ee8c4115f7f88e1405f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492810628086776","authorIdStr":"3492810628086776"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$ </a><v-v data-views=\"0\"></v-v> ","text":"$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276632226472008","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}