Clumsypig的个人主页 - 老虎社区

Clumsypig

Clumsypig

稳中向上

IP属地：河南

31关注

480粉丝

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0勋章

2023-03-08

本质是不会改变的

美股三大指数跳水！鲍威尔：如果需要，美联储准备加快加息步伐

2023-03-07

有个毛用

苹果：iPhone 14系列推出全新黄色机型

2023-03-02

$蔚来(NIO)$ 坚持自己的信念，不要为了迎合股东急于盈利，一时的长短说明不了什么[胜利]

2023-02-22

$叮咚买菜(DDL)$ 才铺了几个城市就敢上市，还为了盈利急功近利，看你能撑多久

2022-09-10

标准版还是A15，新瓶装旧货，遇冷就对了

苹果新机开启预售：标准版遇冷，Pro系列不到一小时门店已无货

2021-11-04

$蔚来(NIO)$趋势股，只要耐心不会亏

2021-11-02

$特斯拉(TSLA)$看你这个变态能涨多高

2021-10-29

$苹果(AAPL)$这业绩已经很不错了，是机构的期望值太高了

2021-10-27

$AMD(AMD)$如果下跌接着加仓

2021-10-15

$英特尔(INTC)$被挤兑成这样还有戏吗？

2021-10-15

姓许的就是个投机分子，根本算不上企业家

香港财务汇报局对中国恒大集团展开调查

2021-10-14

$谷歌(GOOG)$这股价一拆十都可以

2021-10-14

$特斯拉(TSLA)$拆股吧，一拆五[抠鼻]

2021-10-07

原因要么IOS 13太差，要么IOS14很好

iOS 15升级率空前惨淡：远不及iOS 14

2021-09-28

$苹果(AAPL)$再跌点吧，便宜了好入手

2021-09-15

官网从三年前就开始免息分期了，最高24期

免息分期付款成苹果手机新品发售亮点

2021-09-10

越这样说越要买

美联储的爱，不是无条件的！

2021-09-10

$老虎证券(TIGR)$营收和净利润都比上季度下降了，这可不是好现象[思考]

2021-09-09

为什么总是21万股，有什么说法吗？

腾讯控股：今日耗资约1.03亿港元，回购21万股

2021-09-09

$达达集团(DADA)$亏损扩大，至少等收窄了再说

去老虎APP查看更多动态

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23:02","market":"other","language":"zh","title":"美股三大指数跳水！鲍威尔：如果需要，美联储准备加快加息步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1118078519","media":"老虎资讯综合","summary":"【相关阅读：鲍威尔：美联储利率最终水平“可能高于”之前预期】3月7日，美联储主席鲍威尔表示，如果有必要，美联储准备加快加息步伐；美联储利率“可能会高于”先前预估的水平；美国通胀放缓，过程可能崎岖坎坷。","content":"<html><head></head><body><p>【相关阅读：<a href=\"https://laohu8.com/NW/1197138847\" target=\"_blank\">鲍威尔：美联储利率最终水平“可能高于”之前预期</a>】</p><p>3月7日，美联储主席鲍威尔表示<span style=\"color:rgba(201,64,34,1);\">，</span><span style=\"color:rgba(201,64,34,1);\"><b>如果有必要，美联储准备加快加息步伐；美联储利率“可能会高于”先前预估的水平；美国通胀放缓，过程可能崎岖坎坷。</b></span></p><p>鲍威尔表示，最新经济数据强于预期，特别是通胀方面的数据；对前几个季度的修正幅度表明，通胀可能高于预期；目前为止，除房地产外的核心服务领域几乎没有出现通胀回落的迹象；将通胀降回2%需要降低除住房外的核心服务中的通胀，很可能需要劳动力市场的软化；总体1月份数据中的一些强劲表现可能反映了反常的温暖天气。</p><p>鲍威尔表示，为使政策立场足够限制性以使通胀逐步回归2%，持续提高政策利率可能是合适的；劳动力市场仍然非常紧张；恢复价格稳定可能需要我们保持一段时间的限制性政策立场；历史告诫我们不要过早放松政策；会坚持到工作完成为止。</p><p>鲍威尔表示，在商品领域依然有供需不匹配的问题，就业市场也是如此；美联储还需要做更多工作来令供求更好匹配；美联储将使资本需求维持在强劲水平上；美联储将确保银行业在面对加密货币业务时保持足够谨慎。</p><p><b>鲍威尔表示，美联储将实现2%的通胀目标，我们有工具可以随时间将通胀降下来；核心通胀没有像我们希望的那样迅速下降，还有很长的路要走。</b></p><p>受此消息影响，美股三大指数跳水。</p><p><img src=\"https://static.tigerbbs.com/a24d54cce26c98629862f6d229c996d3\" tg-width=\"828\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/><b>与美联储会期对应的互换合约体现，9月份达到政策利率峰值5.61%。</b></p><p><b>互换合约显示，交易员预计美联储3月加息50个基点的可能性超过加息25个基点。</b></p><p><b>机构评鲍威尔参议院证词：</b>“不平坦”是形容通胀前景的新的关键词。尽管美联储主席鲍威尔预期通胀会降温，并且已经在缓和，但恢复到2%的目标显然需要很长时间而且路径不平坦。</p><p>机构评鲍威尔参议院证词：进一步紧缩意味着收益率曲线倒挂程度加深，2-30年期国债收益率倒挂幅度已经超过了100个基点关口。现在处于106个基点左右水平。</p><p>机构评鲍威尔参议院证词：3月份的OIS掉期合约目前反映出美联储将收紧38个基点，意味着市场认为，本月加息25个基点或50个基点是一个未知数。</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>美股三大指数跳水！鲍威尔：如果需要，美联储准备加快加息步伐</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美股三大指数跳水！鲍威尔：如果需要，美联储准备加快加息步伐\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\">2023-03-07 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>【相关阅读：<a href=\"https://laohu8.com/NW/1197138847\" target=\"_blank\">鲍威尔：美联储利率最终水平“可能高于”之前预期</a>】</p><p>3月7日，美联储主席鲍威尔表示<span style=\"color:rgba(201,64,34,1);\">，</span><span style=\"color:rgba(201,64,34,1);\"><b>如果有必要，美联储准备加快加息步伐；美联储利率“可能会高于”先前预估的水平；美国通胀放缓，过程可能崎岖坎坷。</b></span></p><p>鲍威尔表示，最新经济数据强于预期，特别是通胀方面的数据；对前几个季度的修正幅度表明，通胀可能高于预期；目前为止，除房地产外的核心服务领域几乎没有出现通胀回落的迹象；将通胀降回2%需要降低除住房外的核心服务中的通胀，很可能需要劳动力市场的软化；总体1月份数据中的一些强劲表现可能反映了反常的温暖天气。</p><p>鲍威尔表示，为使政策立场足够限制性以使通胀逐步回归2%，持续提高政策利率可能是合适的；劳动力市场仍然非常紧张；恢复价格稳定可能需要我们保持一段时间的限制性政策立场；历史告诫我们不要过早放松政策；会坚持到工作完成为止。</p><p>鲍威尔表示，在商品领域依然有供需不匹配的问题，就业市场也是如此；美联储还需要做更多工作来令供求更好匹配；美联储将使资本需求维持在强劲水平上；美联储将确保银行业在面对加密货币业务时保持足够谨慎。</p><p><b>鲍威尔表示，美联储将实现2%的通胀目标，我们有工具可以随时间将通胀降下来；核心通胀没有像我们希望的那样迅速下降，还有很长的路要走。</b></p><p>受此消息影响，美股三大指数跳水。</p><p><img src=\"https://static.tigerbbs.com/a24d54cce26c98629862f6d229c996d3\" tg-width=\"828\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/><b>与美联储会期对应的互换合约体现，9月份达到政策利率峰值5.61%。</b></p><p><b>互换合约显示，交易员预计美联储3月加息50个基点的可能性超过加息25个基点。</b></p><p><b>机构评鲍威尔参议院证词：</b>“不平坦”是形容通胀前景的新的关键词。尽管美联储主席鲍威尔预期通胀会降温，并且已经在缓和，但恢复到2%的目标显然需要很长时间而且路径不平坦。</p><p>机构评鲍威尔参议院证词：进一步紧缩意味着收益率曲线倒挂程度加深，2-30年期国债收益率倒挂幅度已经超过了100个基点关口。现在处于106个基点左右水平。</p><p>机构评鲍威尔参议院证词：3月份的OIS掉期合约目前反映出美联储将收紧38个基点，意味着市场认为，本月加息25个基点或50个基点是一个未知数。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118078519","content_text":"【相关阅读：鲍威尔：美联储利率最终水平“可能高于”之前预期】3月7日，美联储主席鲍威尔表示，如果有必要，美联储准备加快加息步伐；美联储利率“可能会高于”先前预估的水平；美国通胀放缓，过程可能崎岖坎坷。鲍威尔表示，最新经济数据强于预期，特别是通胀方面的数据；对前几个季度的修正幅度表明，通胀可能高于预期；目前为止，除房地产外的核心服务领域几乎没有出现通胀回落的迹象；将通胀降回2%需要降低除住房外的核心服务中的通胀，很可能需要劳动力市场的软化；总体1月份数据中的一些强劲表现可能反映了反常的温暖天气。鲍威尔表示，为使政策立场足够限制性以使通胀逐步回归2%，持续提高政策利率可能是合适的；劳动力市场仍然非常紧张；恢复价格稳定可能需要我们保持一段时间的限制性政策立场；历史告诫我们不要过早放松政策；会坚持到工作完成为止。鲍威尔表示，在商品领域依然有供需不匹配的问题，就业市场也是如此；美联储还需要做更多工作来令供求更好匹配；美联储将使资本需求维持在强劲水平上；美联储将确保银行业在面对加密货币业务时保持足够谨慎。鲍威尔表示，美联储将实现2%的通胀目标，我们有工具可以随时间将通胀降下来；核心通胀没有像我们希望的那样迅速下降，还有很长的路要走。受此消息影响，美股三大指数跳水。与美联储会期对应的互换合约体现，9月份达到政策利率峰值5.61%。互换合约显示，交易员预计美联储3月加息50个基点的可能性超过加息25个基点。机构评鲍威尔参议院证词：“不平坦”是形容通胀前景的新的关键词。尽管美联储主席鲍威尔预期通胀会降温，并且已经在缓和，但恢复到2%的目标显然需要很长时间而且路径不平坦。机构评鲍威尔参议院证词：进一步紧缩意味着收益率曲线倒挂程度加深，2-30年期国债收益率倒挂幅度已经超过了100个基点关口。现在处于106个基点左右水平。机构评鲍威尔参议院证词：3月份的OIS掉期合约目前反映出美联储将收紧38个基点，意味着市场认为，本月加息25个基点或50个基点是一个未知数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627863347,"gmtCreate":1678199954489,"gmtModify":1678199955951,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"有个毛用","listText":"有个毛用","text":"有个毛用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627863347","repostId":"1100715778","repostType":4,"repost":{"id":"1100715778","kind":"news","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":1678198443,"share":"https://www.laohu8.com/m/news/1100715778?lang=&edition=full","pubTime":"2023-03-07 22:14","market":"other","language":"zh","title":"苹果：iPhone 14系列推出全新黄色机型","url":"https://stock-news.laohu8.com/highlight/detail?id=1100715778","media":"老虎资讯综合","summary":"苹果宣布为iPhone 14与iPhone 14 Plus推出全新黄色配色，3月10日开始接受预订，并将于3月14日在零售店开始销售。苹果周二发布了黄色版本的iPhone 14和14 Plus。该公司","content":"<html><head></head><body><blockquote><b>苹果宣布为iPhone 14与iPhone 14 Plus推出全新黄色配色，3月10日开始接受预订，并将于3月14日在零售店开始销售。</b></blockquote><p>苹果周二发布了黄色版本的iPhone 14和14 Plus。该公司表示，这款新机型未添加任何额外的增强功能，将于3月10日开始接受预订，并将于3月14日在零售店开始销售。<img src=\"https://static.tigerbbs.com/25cb309cf15e3350ba93520335e5adf0\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>“人们喜爱 iPhone，倚靠它完成每天的各种任务。如今，全新黄色 iPhone 14 与 iPhone 14 Plus 又为这一系列产品锦上添花。”Apple 全球产品营销副总裁 Bob Borchers 表示，“卓越的电池续航能力、轻量化的设计、专业级摄像头和视频功能、开创性的安全性能和 iOS 16 的各项新功能，让 iPhone 14 成为市场上各类顾客在选购 iPhone 时的最佳之选。”<img src=\"https://static.tigerbbs.com/f8b580e4d24272974a607804ec068346\" tg-width=\"653\" tg-height=\"914\" referrerpolicy=\"no-referrer\"/>目前 iPhone 14 和 iPhone 14 Plus 共提供 6 种精美配色：午夜色、星光色、红色、蓝色、紫色及全新黄色。<img src=\"https://static.tigerbbs.com/9233d0479e42c2f0edf4d6ca4329d62f\" tg-width=\"980\" tg-height=\"653\" 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>苹果：iPhone 14系列推出全新黄色机型</title>\n<style 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14 Plus推出全新黄色配色，3月10日开始接受预订，并将于3月14日在零售店开始销售。</b></blockquote><p>苹果周二发布了黄色版本的iPhone 14和14 Plus。该公司表示，这款新机型未添加任何额外的增强功能，将于3月10日开始接受预订，并将于3月14日在零售店开始销售。<img src=\"https://static.tigerbbs.com/25cb309cf15e3350ba93520335e5adf0\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>“人们喜爱 iPhone，倚靠它完成每天的各种任务。如今，全新黄色 iPhone 14 与 iPhone 14 Plus 又为这一系列产品锦上添花。”Apple 全球产品营销副总裁 Bob Borchers 表示，“卓越的电池续航能力、轻量化的设计、专业级摄像头和视频功能、开创性的安全性能和 iOS 16 的各项新功能，让 iPhone 14 成为市场上各类顾客在选购 iPhone 时的最佳之选。”<img src=\"https://static.tigerbbs.com/f8b580e4d24272974a607804ec068346\" tg-width=\"653\" tg-height=\"914\" referrerpolicy=\"no-referrer\"/>目前 iPhone 14 和 iPhone 14 Plus 共提供 6 种精美配色：午夜色、星光色、红色、蓝色、紫色及全新黄色。<img src=\"https://static.tigerbbs.com/9233d0479e42c2f0edf4d6ca4329d62f\" tg-width=\"980\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9233d0479e42c2f0edf4d6ca4329d62f","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100715778","content_text":"苹果宣布为iPhone 14与iPhone 14 Plus推出全新黄色配色，3月10日开始接受预订，并将于3月14日在零售店开始销售。苹果周二发布了黄色版本的iPhone 14和14 Plus。该公司表示，这款新机型未添加任何额外的增强功能，将于3月10日开始接受预订，并将于3月14日在零售店开始销售。“人们喜爱 iPhone，倚靠它完成每天的各种任务。如今，全新黄色 iPhone 14 与 iPhone 14 Plus 又为这一系列产品锦上添花。”Apple 全球产品营销副总裁 Bob Borchers 表示，“卓越的电池续航能力、轻量化的设计、专业级摄像头和视频功能、开创性的安全性能和 iOS 16 的各项新功能，让 iPhone 14 成为市场上各类顾客在选购 iPhone 时的最佳之选。”目前 iPhone 14 和 iPhone 14 Plus 共提供 6 种精美配色：午夜色、星光色、红色、蓝色、紫色及全新黄色。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624783570,"gmtCreate":1677717772890,"gmtModify":1677717774314,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>坚持自己的信念，不要为了迎合股东急于盈利，一时的长短说明不了什么[胜利]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>坚持自己的信念，不要为了迎合股东急于盈利，一时的长短说明不了什么[胜利]&nbsp;","text":"$蔚来(NIO)$ 坚持自己的信念，不要为了迎合股东急于盈利，一时的长短说明不了什么[胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624783570","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624387395,"gmtCreate":1677079027818,"gmtModify":1677079030187,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$&nbsp;</a>才铺了几个城市就敢上市，还为了盈利急功近利，看你能撑多久","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$&nbsp;</a>才铺了几个城市就敢上市，还为了盈利急功近利，看你能撑多久","text":"$叮咚买菜(DDL)$ 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-09-09/doc-imqqsmrn8511181.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中秋小长假前夜，苹果iPhone 14系列新机开启预售。9月9日20时，苹果iPhone 14系列在多个渠道开启预定。据澎湃新闻记者观察，今年iPhone 14 Pro系列更受欢迎，苹果官网预购几乎10分钟后就显示需等待2-3周才能发货，相比前几年，抢购难度也变大，标准版的iPhone 14则货源充足。苹果预售分为线下直营店取货和官网邮寄，以上海为例，因为有7家苹果直营店，所以不少用户第一选择为...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-09-09/doc-imqqsmrn8511181.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6add43247402079cdbba442aa34ccd25","relate_stocks":{"BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4579":"人工智能","AAPL":"苹果","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2022-09-09/doc-imqqsmrn8511181.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266874890","content_text":"中秋小长假前夜，苹果iPhone 14系列新机开启预售。9月9日20时，苹果iPhone 14系列在多个渠道开启预定。据澎湃新闻记者观察，今年iPhone 14 Pro系列更受欢迎，苹果官网预购几乎10分钟后就显示需等待2-3周才能发货，相比前几年，抢购难度也变大，标准版的iPhone 14则货源充足。苹果预售分为线下直营店取货和官网邮寄，以上海为例，因为有7家苹果直营店，所以不少用户第一选择为线下取货，时间为16、17、18日三天。不过苹果官网和Apple Store App一如既往“拥挤”，不少用户反应20时准点过后数分钟仍无法顺利打开，一直提醒“马上就好”。一位用户通过Apple Store App成功预定了一台银色iPhone 14 Pro Max 512G版，20时05分订单成交，9月16日即iPhone 14系列正式开售当天，线下门店取货。不过，澎湃新闻记者发现，iPhone 14系列预售明显Pro系列更受欢迎。社交媒体上有多位用户贴出自己订购了iPhone 14 Pro系列而非iPhone 14普通版。颜色方面，今年Pro系列的暗夜紫和银色最受欢迎，最不抢手的依然是金色。20时开售不到一小时，所有iPhone 14 Pro系列机型线下门店均显示无货。截至9月9日晚上22时15分，标准版iPhone 14机型依然可以预约9月16日店内取货，Pro系列发货时间则需要5-6周。苹果在北京时间9月8日凌晨正式发布iPhone 14系列，其中iPhone 14 Pro采用了新款芯片A16，并且在刘海屏变成了药丸屏“灵动岛”，增加了交互功能。这不仅在性能上有较大提升，在外观上也增加了辨识度。“我现在用的iPhone13 Pro，对iPhone 14的灵动岛比较感兴趣，这次换Max也尝试一下不一样的感觉。”上述用户接受澎湃新闻记者采访时表示。外界认为，尽管iPhone 14的改进并无太大创新性，但新功能够吸引消费者，外加没有大幅提价，苹果得以保持竞争优势。据苹果中国官网，中国区iPhone 14系列126GB容量机型的起步价与去年的iPhone 13基本持平。标准款机型起步价5999元，Plus机型起步价6999元，Pro机型起步价7999元，Pro 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href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>如果下跌接着加仓","text":"$AMD(AMD)$如果下跌接着加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852758300","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824120530,"gmtCreate":1634292119172,"gmtModify":1634292119172,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>被挤兑成这样还有戏吗？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>被挤兑成这样还有戏吗？","text":"$英特尔(INTC)$被挤兑成这样还有戏吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824120530","isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824131183,"gmtCreate":1634287969242,"gmtModify":1634287969242,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"姓许的就是个投机分子，根本算不上企业家","listText":"姓许的就是个投机分子，根本算不上企业家","text":"姓许的就是个投机分子，根本算不上企业家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824131183","repostId":"1146588403","repostType":4,"repost":{"id":"1146588403","kind":"news","pubTimestamp":1634286735,"share":"https://www.laohu8.com/m/news/1146588403?lang=&edition=full","pubTime":"2021-10-15 16:32","market":"hk","language":"zh","title":"香港财务汇报局对中国恒大集团展开调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1146588403","media":"香港财务汇报局","summary":"该集团在有关持续经营汇报的充分性方面 存在问题。","content":"<p>10月15日消息，据官网显示，香港财务汇报局（财汇局）今天展开以下行动:</p>\n<p>(1) 就中国恒大集团（中国恒大）截至 2020 年 12 月 31 日止年度（2020 年年度 账目）；以及截至 2021 年 6 月 30 日的六个月（2021 年中期账目）的财务 报表展开查讯；以及</p>\n<p>(2) 对罗兵咸永道会计师事务所（罗兵咸永道）就 2020 年年度账目进行的审计展 开调查（2020 年年度审计）。</p>\n<p><b>财汇局透过监察市场活动，在中国恒大 2020 年年度账目、2021 年中期账目及罗兵咸 永道 2020 年年度审计的核数师报告中，发现该集团在有关持续经营汇报的充分性方面存在问题。</b>本局亦接获一宗与 2020 年年度账目及 2020 年年度审计相关事项的公众投诉。</p>\n<p>2020 年年度账目</p>\n<p>在 2020 年年度账目中，中国恒大尽管提到:</p>\n<p>(i) 为妥善管理集团流动性风险和资本结构而进行的融资活动；及</p>\n<p>(ii) 在经济环境发生重大不利变化时，减轻潜在现金流量影响的替代计划。</p>\n<p>然而，截至 2020 年 12 月 31 日，中国恒大：</p>\n<p>(i) 所报告的现金及现金等价物为 1,590 亿元人民币，但未涵盖其流动负债 15,070 亿元人民币；</p>\n<p>(ii) 于 2022 年到期的借款达 1,670 亿元人民币；及</p>\n<p>(iii) 在 2020 年年度账目中，没有就实施缓解计划的影响之前或之后是否会出现 持续经营的重大不确定性作出明确声明。</p>\n<p>2020 年年度审计</p>\n<p>罗兵咸永道在其关于 2020 年年度账目的核数师报告中发表了无保留意见，但并没有提 及持续经营的重大不确定性。</p>\n<p>2021 年中期账目</p>\n<p>在 2021 年中期账目中，中国恒大:</p>\n<p>(i) 披露集团正在与供应商和建筑工人就部分合约进行谈判，有关工作因房地产开发应付账款逾期而停工；</p>\n<p>(ii) 确定将采取的其他缓解措施来解决面临的流动性问题；及</p>\n<p>(iii) 作出模棱两可的声明，表示如果缓解措施得到有效实施，在 2021 年中期账目中采用持续经营基础是适当的，但如果不能有效实施，则采用持续经营基础编制 2021 年中期账目将是不适当。</p>\n<p>然而，中国恒大并未在 2021 年中期账目中就以下事项作出明确声明:</p>\n<p>(i) 是否存在持续经营的重大不确定性；或</p>\n<p>(ii) 董事采纳持续经营基础的判断是否适当，如果适当，该判断是否重大。</p>\n<p>基于中国恒大于 2020 年 12 月 31 日及 2021 年 6 月 30 日的财务状况，以及关于其流动性风险和缓解措施的披露，财汇局认为有理由作出以下行动：</p>\n<p>(a) 就中国恒大 2020 年年度账目及 2021 年中期账目的持续经营评估，以及这些财务报表中有关流动性风险及采纳持续经营会计基础的披露，是否遵从适用的财务汇报准则展开查讯；及</p>\n<p>(b) 就罗兵咸永道对 2020 年年度账目持续经营评估的审计工作，以及核数师报告 是否遵从适用的审计准则展开调查。</p>\n<p>为何关于持续经营的评估及汇报事项对投资者重要</p>\n<p>适用财务汇报准则的制定是基于当财务报表遵从这些准则时，可为投资者提供有关一家公司能够继续进行交易，并履行在到期日还款的责任的有用资料。这称为持续经营会计基础。当一家公司无法持续经营时，以持续经营会计基础编制的财务报表可能无法向投资者提供有用的信息，而公司亦不得以此为基础编制财务报表。在编制财务报表时，管理层必须判断公司是否打算或别无选择，停止交易或进入清盘程序。</p>\n<p>本局向公众汇报的目的</p>\n<p>财汇局展开对中国恒大 2020 年年度账目和 2021 年中期账目的查讯，以及对其 2020 年年度账目审计的调查，旨在提出以下问题，以保障公众利益：</p>\n<p>一. 就有关持续经营的考虑，2020 年年度账目和 2021 年中期账目是否没有遵从适</p>\n<p>用财务汇报准则；以及</p>\n<p>二. 2020 年年度账目的核数师报告就此事项是否没有遵从适用审计准则。</p>\n<p>财汇局在必要情况下，公布展开查讯及调查，以保障股东及投资大众的利益，从而维持公众对金融市场及独立核数师监管的信心。</p>\n<p>完</p>","source":"lsy1634286919269","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>香港财务汇报局对中国恒大集团展开调查</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香港财务汇报局对中国恒大集团展开调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 16:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.frc.org.hk/zh-cn/news-events/news/news-article?folder=FRC-investigates-going-concern-reporting-for-China-Evergrande><strong>香港财务汇报局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月15日消息，据官网显示，香港财务汇报局（财汇局）今天展开以下行动:\n(1) 就中国恒大集团（中国恒大）截至 2020 年 12 月 31 日止年度（2020 年年度 账目）；以及截至 2021 年 6 月 30 日的六个月（2021 年中期账目）的财务 报表展开查讯；以及\n(2) 对罗兵咸永道会计师事务所（罗兵咸永道）就 2020 年年度账目进行的审计展 开调查（2020 年年度审计）。\n...</p>\n\n<a href=\"https://www.frc.org.hk/zh-cn/news-events/news/news-article?folder=FRC-investigates-going-concern-reporting-for-China-Evergrande\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"06666":"恒大物业","03333":"中国恒大","002591":"恒大高新","00708":"恒大汽车"},"source_url":"https://www.frc.org.hk/zh-cn/news-events/news/news-article?folder=FRC-investigates-going-concern-reporting-for-China-Evergrande","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146588403","content_text":"10月15日消息，据官网显示，香港财务汇报局（财汇局）今天展开以下行动:\n(1) 就中国恒大集团（中国恒大）截至 2020 年 12 月 31 日止年度（2020 年年度 账目）；以及截至 2021 年 6 月 30 日的六个月（2021 年中期账目）的财务 报表展开查讯；以及\n(2) 对罗兵咸永道会计师事务所（罗兵咸永道）就 2020 年年度账目进行的审计展 开调查（2020 年年度审计）。\n财汇局透过监察市场活动，在中国恒大 2020 年年度账目、2021 年中期账目及罗兵咸 永道 2020 年年度审计的核数师报告中，发现该集团在有关持续经营汇报的充分性方面存在问题。本局亦接获一宗与 2020 年年度账目及 2020 年年度审计相关事项的公众投诉。\n2020 年年度账目\n在 2020 年年度账目中，中国恒大尽管提到:\n(i) 为妥善管理集团流动性风险和资本结构而进行的融资活动；及\n(ii) 在经济环境发生重大不利变化时，减轻潜在现金流量影响的替代计划。\n然而，截至 2020 年 12 月 31 日，中国恒大：\n(i) 所报告的现金及现金等价物为 1,590 亿元人民币，但未涵盖其流动负债 15,070 亿元人民币；\n(ii) 于 2022 年到期的借款达 1,670 亿元人民币；及\n(iii) 在 2020 年年度账目中，没有就实施缓解计划的影响之前或之后是否会出现 持续经营的重大不确定性作出明确声明。\n2020 年年度审计\n罗兵咸永道在其关于 2020 年年度账目的核数师报告中发表了无保留意见，但并没有提 及持续经营的重大不确定性。\n2021 年中期账目\n在 2021 年中期账目中，中国恒大:\n(i) 披露集团正在与供应商和建筑工人就部分合约进行谈判，有关工作因房地产开发应付账款逾期而停工；\n(ii) 确定将采取的其他缓解措施来解决面临的流动性问题；及\n(iii) 作出模棱两可的声明，表示如果缓解措施得到有效实施，在 2021 年中期账目中采用持续经营基础是适当的，但如果不能有效实施，则采用持续经营基础编制 2021 年中期账目将是不适当。\n然而，中国恒大并未在 2021 年中期账目中就以下事项作出明确声明:\n(i) 是否存在持续经营的重大不确定性；或\n(ii) 董事采纳持续经营基础的判断是否适当，如果适当，该判断是否重大。\n基于中国恒大于 2020 年 12 月 31 日及 2021 年 6 月 30 日的财务状况，以及关于其流动性风险和缓解措施的披露，财汇局认为有理由作出以下行动：\n(a) 就中国恒大 2020 年年度账目及 2021 年中期账目的持续经营评估，以及这些财务报表中有关流动性风险及采纳持续经营会计基础的披露，是否遵从适用的财务汇报准则展开查讯；及\n(b) 就罗兵咸永道对 2020 年年度账目持续经营评估的审计工作，以及核数师报告 是否遵从适用的审计准则展开调查。\n为何关于持续经营的评估及汇报事项对投资者重要\n适用财务汇报准则的制定是基于当财务报表遵从这些准则时，可为投资者提供有关一家公司能够继续进行交易，并履行在到期日还款的责任的有用资料。这称为持续经营会计基础。当一家公司无法持续经营时，以持续经营会计基础编制的财务报表可能无法向投资者提供有用的信息，而公司亦不得以此为基础编制财务报表。在编制财务报表时，管理层必须判断公司是否打算或别无选择，停止交易或进入清盘程序。\n本局向公众汇报的目的\n财汇局展开对中国恒大 2020 年年度账目和 2021 年中期账目的查讯，以及对其 2020 年年度账目审计的调查，旨在提出以下问题，以保障公众利益：\n一. 就有关持续经营的考虑，2020 年年度账目和 2021 年中期账目是否没有遵从适\n用财务汇报准则；以及\n二. 2020 年年度账目的核数师报告就此事项是否没有遵从适用审计准则。\n财汇局在必要情况下，公布展开查讯及调查，以保障股东及投资大众的利益，从而维持公众对金融市场及独立核数师监管的信心。\n完","news_type":1},"isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825646897,"gmtCreate":1634223877164,"gmtModify":1634223877164,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>这股价一拆十都可以","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>这股价一拆十都可以","text":"$谷歌(GOOG)$这股价一拆十都可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825646897","isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825614543,"gmtCreate":1634221507182,"gmtModify":1634221507182,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>拆股吧，一拆五[抠鼻]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>拆股吧，一拆五[抠鼻]&nbsp;","text":"$特斯拉(TSLA)$拆股吧，一拆五[抠鼻]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/825614543","isVote":1,"tweetType":1,"viewCount":2310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823681449,"gmtCreate":1633618119913,"gmtModify":1633618119913,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"原因要么IOS&nbsp;13太差，要么IOS14很好","listText":"原因要么IOS&nbsp;13太差，要么IOS14很好","text":"原因要么IOS 13太差，要么IOS14很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823681449","repostId":"2173594108","repostType":2,"repost":{"id":"2173594108","kind":"news","pubTimestamp":1633613969,"share":"https://www.laohu8.com/m/news/2173594108?lang=&edition=full","pubTime":"2021-10-07 21:39","market":"us","language":"zh","title":"iOS 15升级率空前惨淡：远不及iOS 14","url":"https://stock-news.laohu8.com/highlight/detail?id=2173594108","media":"快科技2018","summary":"对于安卓，外界一直有碎片化的指责。不过，iOS 15正式发布后，升级情况并不是很乐观。Mixpanel的分析称，开推前两日，iOS 15的安装率是8.59%，截至10月5日也就是推送两周后的安装率是22.22%。虽然Mixpanel的数据来自移动SDK对接入浏览器和APP机型情况的分析，存在偏差，但不可否认的是，对于iOS 15，用户明显有些裹足不前，其中的原因可能与iOS 15还存在一些小问题有关，比如没有自动微距模式单独开关等，好在这些BUG已经在iOS 15.1 Beta中得到修复。","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/front20210611ac/600/w1920h1080/20210611/b33a-2398c855ae5d655b157ec8bb4793e9e8.jpg\"/>\n<em><span></span></em>\n</span>\n<font>iOS15你不知道的10个小秘密</font>\n</p><p>原标题：iOS 15升级率空前惨淡：远不及iOS 14</p>\n<p cms-style=\"font-L\">对于安卓，外界一直有碎片化的指责。相较而言，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这边的情况要好很多。</p>\n<p cms-style=\"font-L\">不过，iOS 15正式发布后，升级情况并不是很乐观。</p>\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">Mixpanel的分析称，开推前两日，iOS 15的安装率是8.59%，截至10月5日也就是推送两周后的安装率是22.22%。</font></p>\n<p cms-style=\"font-L\">对比iOS 14，前两日的安装率是14.68%，前两周的安装率更是41.97%。</p>\n<p cms-style=\"font-L\">虽然Mixpanel的数据来自移动SDK对接入浏览器和APP机型情况的分析，存在偏差，但不可否认的是，对于iOS 15，用户明显有些裹足不前，</p>\n<p cms-style=\"font-L\">其中的原因可能与iOS 15还存在一些小问题有关，比如没有自动微距模式单独开关等，好在这些BUG已经在iOS 15.1 Beta中得到修复。</p>\n<figure>\n<img h=\"337\" src=\"http://n.sinaimg.cn/spider20211007/137/w600h337/20211007/7da8-1d9ed70643e33979188bc0bca6ec2833.jpg\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right\">责任编辑：万南</font></p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>iOS 15升级率空前惨淡：远不及iOS 14</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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}\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\">\niOS 15升级率空前惨淡：远不及iOS 14\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 21:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/2021-10-07/detail-iktzqtyu0137678.d.html?vt=4><strong>快科技2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>iOS15你不知道的10个小秘密\n原标题：iOS 15升级率空前惨淡：远不及iOS 14\n对于安卓，外界一直有碎片化的指责。相较而言，苹果这边的情况要好很多。\n不过，iOS 15正式发布后，升级情况并不是很乐观。\nMixpanel的分析称，开推前两日，iOS 15的安装率是8.59%，截至10月5日也就是推送两周后的安装率是22.22%。\n对比iOS 14，前两日的安装率是14.68%，前两周的...</p>\n\n<a href=\"https://tech.sina.cn/2021-10-07/detail-iktzqtyu0137678.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20211007/137/w600h337/20211007/7da8-1d9ed70643e33979188bc0bca6ec2833.jpg/w120h90l50t1c62.jpg","relate_stocks":{"AAPL":"苹果"},"source_url":"https://tech.sina.cn/2021-10-07/detail-iktzqtyu0137678.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173594108","content_text":"iOS15你不知道的10个小秘密\n原标题：iOS 15升级率空前惨淡：远不及iOS 14\n对于安卓，外界一直有碎片化的指责。相较而言，苹果这边的情况要好很多。\n不过，iOS 15正式发布后，升级情况并不是很乐观。\nMixpanel的分析称，开推前两日，iOS 15的安装率是8.59%，截至10月5日也就是推送两周后的安装率是22.22%。\n对比iOS 14，前两日的安装率是14.68%，前两周的安装率更是41.97%。\n虽然Mixpanel的数据来自移动SDK对接入浏览器和APP机型情况的分析，存在偏差，但不可否认的是，对于iOS 15，用户明显有些裹足不前，\n其中的原因可能与iOS 15还存在一些小问题有关，比如没有自动微距模式单独开关等，好在这些BUG已经在iOS 15.1 Beta中得到修复。\n\n\n\n\n责任编辑：万南","news_type":1},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862162678,"gmtCreate":1632844467429,"gmtModify":1632844467429,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>再跌点吧，便宜了好入手","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>再跌点吧，便宜了好入手","text":"$苹果(AAPL)$再跌点吧，便宜了好入手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862162678","isVote":1,"tweetType":1,"viewCount":2557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882700352,"gmtCreate":1631717594776,"gmtModify":1631717594776,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"官网从三年前就开始免息分期了，最高24期","listText":"官网从三年前就开始免息分期了，最高24期","text":"官网从三年前就开始免息分期了，最高24期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882700352","repostId":"2167759923","repostType":2,"repost":{"id":"2167759923","kind":"news","pubTimestamp":1631716843,"share":"https://www.laohu8.com/m/news/2167759923?lang=&edition=full","pubTime":"2021-09-15 22:40","market":"sh","language":"zh","title":"免息分期付款成苹果手机新品发售亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=2167759923","media":"信息时报","summary":"信息时报讯（记者 潘敬文）9月15日凌晨1点，iPhone13四款机型亮相并开启预约购买。据悉，免息分期成为苹果公司本次新品发售最大亮点。不仅苹果官网开通免息分期购买功能，天猫Apple Store  ...","content":"<html><body><div>\n<p>　　信息时报讯（记者 潘敬文）9月15日凌晨1点，iPhone13四款机型亮相并开启预约购买。</p><p>　　据悉，免息分期成为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司本次新品发售最大亮点。不仅苹果官网开通免息分期购买功能，天猫Apple Store 官方旗舰店也推出12期分期免息优惠。</p><p>　　主打常态化免息分期的<a href=\"https://laohu8.com/S/LX\">乐信</a>“买鸭”更是推出最高超1000元优惠及9期免息分期服务。根据乐信平台数据显示，截至9月15日17时，iPhone新机预约人数达到去年新机首发日成交量16倍以上，免息分期带动高端机型Pro、Pro Max预约占比达到57%。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑：cjh</span></div>\n</div></body></html>","source":"tonghuashun","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>免息分期付款成苹果手机新品发售亮点</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免息分期付款成苹果手机新品发售亮点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20210915/c632763194.shtml><strong>信息时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>信息时报讯（记者 潘敬文）9月15日凌晨1点，iPhone13四款机型亮相并开启预约购买。　　据悉，免息分期成为苹果公司本次新品发售最大亮点。不仅苹果官网开通免息分期购买功能，天猫Apple Store 官方旗舰店也推出12期分期免息优惠。　　主打常态化免息分期的乐信“买鸭”更是推出最高超1000元优惠及9期免息分期服务。根据乐信平台数据显示，截至9月15日17时，iPhone新机预约人数达到去年...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210915/c632763194.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b316935034311b351e6e3b3c20c27e8","relate_stocks":{"AAPL":"苹果"},"source_url":"http://stock.10jqka.com.cn/usstock/20210915/c632763194.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2167759923","content_text":"信息时报讯（记者 潘敬文）9月15日凌晨1点，iPhone13四款机型亮相并开启预约购买。　　据悉，免息分期成为苹果公司本次新品发售最大亮点。不仅苹果官网开通免息分期购买功能，天猫Apple Store 官方旗舰店也推出12期分期免息优惠。　　主打常态化免息分期的乐信“买鸭”更是推出最高超1000元优惠及9期免息分期服务。根据乐信平台数据显示，截至9月15日17时，iPhone新机预约人数达到去年新机首发日成交量16倍以上，免息分期带动高端机型Pro、Pro Max预约占比达到57%。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：cjh","news_type":1},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881027350,"gmtCreate":1631282456470,"gmtModify":1631282456470,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"越这样说越要买","listText":"越这样说越要买","text":"越这样说越要买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881027350","repostId":"1181368305","repostType":4,"repost":{"id":"1181368305","kind":"news","pubTimestamp":1631267491,"share":"https://www.laohu8.com/m/news/1181368305?lang=&edition=full","pubTime":"2021-09-10 17:51","market":"us","language":"zh","title":"美联储的爱，不是无条件的！","url":"https://stock-news.laohu8.com/highlight/detail?id=1181368305","media":"国际金融报 ","summary":"在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller","content":"<div>\n<p>在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller市盈率最近达到39倍，超过2008年金融危机之前水平，接近2000年互联网泡沫顶部估值。市净率达到4.8，也接近2000年水平。市销率达到3.3，是有数据以来的最高，超过2008年危机前最高点的两倍。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ\">Web Link</a>\n\n</div>\n","source":"gjjrb","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>美联储的爱，不是无条件的！</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; 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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美联储的爱，不是无条件的！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 17:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ><strong>国际金融报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller市盈率最近达到39倍，超过2008年金融危机之前水平，接近2000年互联网泡沫顶部估值。市净率达到4.8，也接近2000年水平。市销率达到3.3，是有数据以来的最高，超过2008年危机前最高点的两倍。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181368305","content_text":"在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller市盈率最近达到39倍，超过2008年金融危机之前水平，接近2000年互联网泡沫顶部估值。市净率达到4.8，也接近2000年水平。市销率达到3.3，是有数据以来的最高，超过2008年危机前最高点的两倍。\nS&P 500指数上涨过程中的K线形态基本跟2008年金融危机之后大部分的上涨区间一致：几乎直线倾斜向上，稍有偏离，很快被修复。只有一个区别，这轮上涨斜率更高（如图一：S&P 500指数月K线）。\n这么高的估值和这么特殊的指数走势，背后自有特殊的内在动因。首先，也是最重要、最根本的，是美联储的呵护。\n美联储对股市的呵护\n从格林斯潘时代开始，美联储对股市的呵护开始变得明显。所谓的“格林斯潘看跌期权”（Greenspan put）就是指当股市下跌时，格林斯潘会免费送给投资者一个看跌期权（也就是保护股市进一步下跌的保险），于是股市又会恢复信心。\n2008金融危机后，美联储对股市的呵护达到新的高度。当时的美联储主席伯南克曾在2010年试图缩小货币刺激规模，但之后的股市暴跌很快说服他掉头，最后不仅没有缩小，反而是陆续推出两轮量化宽松（QE2和QE3），于是股市放心继续斜线向上。\n现任美联储主席鲍威尔经历了类似的过程。上台之初，鲍威尔尝试了加息和量化紧缩。但是股市已经习惯了美联储的溺爱，发现新任主席爱心不足，立刻在2018年第四季度暴跌。暴跌之后，鲍威尔紧急转弯，恢复了对市场的呵护。而市场看到美联储爱心依旧，于是放心地继续斜线上涨，直至2020年初新冠全球疫情暴发。\n新冠疫情暴发后，美股一度出现熔断下跌。在极度悲观的市场氛围中，美联储使出浑身解数，不仅迅速将政策利率调到零，而且展开史上最大规模的资产购买，从而给金融系统注入天量流动性。从2020年3月初到2021年8月底，美联储所持有的资产从4.2万亿美元增加到8.3万亿美元，几乎翻倍。新购买的资产不仅有国债、MBS等传统证券，还史无前例地包括了垃圾债ETF。\n美联储刷新底线的救市再次奏效，市场信心恢复，抄底资金涌入，S&P 500重新斜线向上。而且斜线的斜率超过以往，让指数半年不到便再创新高。\n当然，这届美联储可能已经别无选择，必须对股市百般呵护，因为股市泡沫已经“大而不能破”。著名的巴菲特指标（股市总市值/GDP）已经超过200%，这一方面说明股市估值高企，另一方面也说明股市波动会导致居民财富大幅波动，从而影响实体经济。\n仅S&P 500成分股的总市值，最近已经超过37万亿美元，还有超过10万亿资产跟S&P 500指数挂钩。如果该指数下跌10%，蒸发的财富可能会超过4万亿美元。\n而且美股已经不只是富人的游戏，股市市值也不只是富人账面上的数字。普通中产阶级的退休金在股市里，公共退休基金（即警察、消防员、公立学校教师等公务员退休金的资金池）在股市或在跟股市有关的信用产品里，还有无数散户的积蓄在股市里。因为参与面广泛，股市涨跌会立刻影响美国人的购买力。如果股市跌得厉害，还可能导致社会混乱（想象如果公共退休金亏空违约）。\n对美联储来说，可能已经没有救股市还是救经济这样的选择。呵护股市，就是呵护经济。\n当然，美联储的呵护还不足以让S&P 500走出斜线向上的趋势。虽说底线一直在被刷新，美联储毕竟没像日本央行那样，直接进场买股票画K线。美联储和股市之间还有一臂的距离，它给市场搭了台，唱戏要靠各路机构和散户。K线走成什么样，决定于市场均衡中最活跃的资金做什么样的交易。让S&P 500斜线向上走的，在笔者看来，是美股市场越来越庞大的套息交易。\n股市里的套息交易\n套息交易（Carry trade）的概念最初来自汇率交易。汇率套息交易的一个典型例子是做空（借入）日元、做多巴西雷亚尔。因为日元利率低，雷亚尔利率高，所以如果雷亚尔相对日元保持稳定或升值，套息交易者能获得稳定的息差收入。当然，如果雷亚尔大幅贬值，该交易将血本无归。\n这个概念可以拓展应用到几乎所有金融领域。比如银行存贷款业务是一种套息交易：如果贷款顺利付息还本，那么银行赚到息差，否则将大亏。再比如，保险公司的主营业务也是一种套息交易：如果受保人无事，那么保险公司赚到保险费，如果出事（例如重疾、财产损失等），则要大额赔付。做多信用债无疑也是一种套息交易：如果发行者顺利还本付息，那么获得利息收入，而如果发生信用事件，则可能大幅亏损。\n从这些例子可以看出，套息交易有个共同特征：跟某个巨大的风险（高息货币贬值、银行贷款坏账、受保人发生危险、信用债违约等）共存，在暂时的稳定和无事中获利。套息交易者知道可能有坏事发生，但是他希望岁月静好，至少在他交易结束之前保持静好。换句话说，套息交易者是波动率的空头。\n这样的交易在美股同样存在，而且具体表现形式众多。最明显的一种股市套息是做空VIX期货：如果即期VIX（S&P 500隐含波动率）保持稳定，那么空头就能获得“滚动收益”（roll yield），因为远端的VIX期货一般高于近端；如果同时即期VIX下行，做空收益就更高。但如果股市大跌，VIX大幅上升，那么空头就要血本无归。\n同样的，也可以卖个股或指数的看跌期权：如果股价或指数保持稳定或上涨，那么就能赚到看跌期权的卖价。卖看跌期权是美国散户和机构特别热衷的游戏，如果市场稳定或上涨，可以增强持股收益。当然，如果股票或指数大跌，那么看跌期权的卖方将大亏。\n股市套息远远不止这两种形式。如果一个交易策略成功的前提是市场不发生大跌，那么它就是一个隐形的套息策略。比如逢低抄底（buy the dips）策略在稳定的市场中可以很赚钱，但是一旦市场发生大跌，那就会变成高山上的接盘侠。\n越来越多的机构以及散户参与到股市套息中来。Vineer Bhansali和Larry Harris于2018年发表了一篇论文介绍各种做空波动率策略及其影响，其标题就是“大家都在干这个”（Everyone’s Doing It）。对很多资金管理者来说，参与套息甚至是职场生存所必须。套息能带来稳定的回报，如果不参与，业绩不如人，则会被行业淘汰。\n因为“大家都在干这个”，股市套息对股价的影响渐渐超过甚至淹没了基本面交易的影响。一方面，因为波动率空头压过多头（如股票空头），股市波动率受到抑制。另一方面，套息策略都是助涨的，因此股市倾向上涨。两者结合起来，就形成了S&P 500斜线稳步向上的K线图。\n为什么套息是助涨的？因为套息交易一般都直接或间接提供流动性，比如逢低抄底策略就是在股价下跌时注入流动性。而流动性越好，在其他不变情况下，股价也就越高。事实上，套息是宽松货币政策影响股市流动性的重要渠道。货币宽松导致长期利率下降，诱导机构寻找收益（searching for yield），而股市的套息交易有不可抗拒的吸引力。\n当然，上涨过程并非一帆风顺。自2018年以来，S&P 500就经历了三次恐慌，包括2020年3月的风暴在内。每次恐慌都伴随VIX飙升，股价急跌。但当美联储出手稳定军心，市场又重振旗鼓，再次斜线向上。\n这样的K线形态，说明S&P 500本身也成为一个巨大的套息工具。希望在暂时的稳定和无事中获利的套息者，完全不用更高级的工具，只需要做S&P 500指数的多头（比如买指数ETF）。在岁月静好期间，多头有比较稳定的收益入账，但一旦发生恐慌，可能“一觉回到解放前”，要等美联储救灾和市场缓慢回血。\nS&P 500指数持续上涨，享受史上最高水平的估值，并不是因为当前的美国经济形势最好或具有史上最强增长潜力。只是因为广泛参与、交易活跃的套息盘主导了市场估值，持续推动股价上涨。只是因为成长中的套息盘有自己的动能：股市波动受到抑制，套息盘被验证能赚钱，吸引更多套息资金入场，同时淘汰那些不参与的资金管理人。只是因为套息交易有一个法力无边的幕后支持者：美联储。\n但问题是，美联储真会永远支持股市如此上涨吗？\n美联储的爱，不是无条件的\n美联储继续实施零利率和量化宽松政策有个前提，通胀偏低和就业偏弱。8月份美国失业率已经回落到5.2%，已经在疫情前六十年均值以下。可以说，就业情况已经不弱，而且还在改善中。而8月份的通胀率已经升至4.2%，远高于美联储的目标通胀率2%。\n美联储主席鲍威尔多次强调当前的通胀是短暂（transitory）的，很快会随着疫情影响衰减而回落，从而安抚市场对加息的担心。但通胀趋势充满不确定性，而鲍威尔毕竟不是从未来穿越回来的角色，不能看到未来。更重要的是，目前的货币政策更无助于控制通胀。要让通胀回落，美联储应该加息，从而让实际利率由负转正。\n而且货币政策所关注的CPI或核心CPI通胀，并不完全反映家庭生活成本的上升。Case-Shiller 20城市房价指数已经比疫情前上涨20%，而且因为房屋库存水平较低（尤其是总价低的入门级房屋），同时按揭贷款利率在历史低位（也是宽松货币政策使然），房价很可能还会继续上涨。买不起房子的新婚夫妇只好加入租房队伍，推高房租水平，因此房价上涨最终能推动房租上涨以及通胀。\n美联储身处两难之中。一方面股市脆弱，离不开宽松货币政策。另一方面宽松货币和通胀目标不一致，而维持价格稳定是美联储法定的责任。如果通胀维持在4%以上，甚至不断升高，如果房价在供给吃紧、建筑成本和人工成本上升等因素推动下继续上涨，那么美联储将面临巨大的政治压力。\n两难之中的美联储很可能不敢下猛药治理通胀，但也不敢继续极度宽松的政策。从鲍威尔最近的表示看，美联储应该会在年底或明年初缩减资产购买（也就是所谓的taper），同时等待时机停止资产购买，最后再考虑加息。对于庞大的股市套息盘，这不是好消息。\n套息崩盘\n有套息就有崩盘。如果没有崩盘，其实也就没有套息交易。正是崩盘的风险，给予了套息交易可观的回报。\nS&P 500多头套息策略的回报率大致等同于指数上涨的斜率，斜率越陡，S&P 500套息收益越高。因为在均衡状态，风险和收益必须匹配，所以股市崩盘风险越大，S&P 500指数上涨斜率应该越高，这样才能补偿套息交易者承担的风险。因此疫情后S&P 500指数上涨斜率超过以往，恰恰说明套息崩盘风险超过了从前。\n从2018年以来，大致发生了三次股市套息崩盘：2018年一季度，2018年四季度，以及2020年一季度（见图一的三个圈圈）。崩盘的幅度一次比一次大，所需要的美联储救援力度也一次比一次大。2020年3月的崩盘已经非常壮观了，我们可以想象下次崩盘可能会更加壮观。下次崩盘可能是因为美联储意外紧缩，或者是其他冲击。一旦发生，就会像2020年3月那样发生各种恶性循环，最后需要美联储更大规模的救市。\n在套息盘成长的过程中，所有套息者都是流动性的提供者。但当套息崩盘时，他们都会立刻变成流动性的需求者。卖股票或指数的看跌期权的需要平仓，“逢低抄底”的杠杆基金需要卖股票逃命等等。股市暴跌的同时波动率会飙升，而波动率飙升又会带来新的抛压，比如风险平价基金（Risk-parity funds）需要降低股票仓位，但这也需要有人提供流动性。\n空头通常是市场下跌时流动性的供应者，但是不断上涨的大牛市早就把空头赶出市场。当崩盘发生时，人人都需要流动性，但没有人供应，所谓的“流动性蒸发”状况就形成了。正是流动性蒸发，导致美股在2020年3月发生数次熔断。\n恶性循环并不局限在股市里。股市崩盘会打击实体经济的投资信心，也会通过逆向财富效应打击个人消费（美国GDP的大头），并进而打击上市公司的利润。也就是说，美股上市公司的基本面也跟股市套息盘生死与共。当套息崩盘，股票基本面会和高企的估值一起，跟随股价一起崩溃。这样的市场，是没有长期投资价值的。对中国投资者来说，目前S&P 500最大的价值在于对冲：S&P 500的看跌期权是全球股市下跌、全球经济衰退的一份保险。\n在短期，S&P 500多头也是如履薄冰。在劳动力供应吃紧、通胀和房价上涨的宏观环境里，美联储能给这一轮股市套息牛市续命的时间已经不多了。\n崩盘以后，股市套息交易会不会再来一轮？我认为这个可能性不小。崩盘发生后，因为总需求迅速萎缩，通胀问题会迅速消失，失业问题会重返，这要求美联储重新回到救市和刺激模式。而且因为崩盘导致的资产负债表损伤，下一轮救市和刺激的力度很可能要比上一轮更大。力度还能更大吗？当然可以，美联储可以学日本央行直接进场买股票。\n只要美联储实行零利率和充足储备的货币政策，套息交易很可能还会复活。当然，未来的套息交易能不能推动股市进入新一轮牛市并再创新高，现在难以判断。反例是日本股市，虽有央行加持，但至今没有突破80年代末泡沫的高点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883478540,"gmtCreate":1631268168680,"gmtModify":1631268649171,"author":{"id":"3494281781797251","authorId":"3494281781797251","name":"Clumsypig","avatar":"https://static.tigerbbs.com/0b15f83d2e489f283f51b78126066b4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494281781797251","authorIdStr":"3494281781797251"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>营收和净利润都比上季度下降了，这可不是好现象[思考]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>营收和净利润都比上季度下降了，这可不是好现象[思考]&nbsp;","text":"$老虎证券(TIGR)$营收和净利润都比上季度下降了，这可不是好现象[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/883478540","isVote":1,"tweetType":1,"viewCount":6335,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525814947090770","authorId":"3525814947090770","name":"RichRabbit","avatar":"https://static.tigerbbs.com/8c5c05230b0c8b4df3ed14962846ad37","crmLevel":1,"crmLevelSwitch":0,"idStr":"3525814947090770","authorIdStr":"3525814947090770"},"content":"大哥，营收都下降了，富途也一样，q1 的火热不可复制，净利润现阶段不重要，要看增速和市场营销费用，不然robinhood 连50亿都不值","text":"大哥，营收都下降了，富途也一样，q1 的火热不可复制，净利润现阶段不重要，要看增速和市场营销费用，不然robinhood 连50亿都不值","html":"大哥，营收都下降了，富途也一样，q1 的火热不可复制，净利润现阶段不重要，要看增速和市场营销费用，不然robinhood 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19:07","market":"hk","language":"zh","title":"腾讯控股：今日耗资约1.03亿港元，回购21万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1190908350","media":"老虎资讯综合","summary":"9月9日，腾讯控股：今日回购21万股股份，耗资约1.03亿港元。","content":"<p>9月9日，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>：今日回购21万股股份，耗资约1.03亿港元。<img src=\"https://static.tigerbbs.com/b4b65bf4fb6903d3539eec418896dbcb\" tg-width=\"1569\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7492d97db3719554522d7aca85684751\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股：今日耗资约1.03亿港元，回购21万股</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>：今日回购21万股股份，耗资约1.03亿港元。<img src=\"https://static.tigerbbs.com/b4b65bf4fb6903d3539eec418896dbcb\" tg-width=\"1569\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7492d97db3719554522d7aca85684751\" tg-width=\"840\" tg-height=\"470\" 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