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10-13

明天跌，一堆公司减持

财政部发布会：怎样的“加力”信号？

09-29

还有人相信

蔚来中国获战略投资者新一轮增资，李斌发文感谢合肥和安徽

09-27

$三倍做多富时中国ETF-Direxion(YINN)$ 落袋为安，跑路了

09-01

‌$蔚来-SW(09866)$ ‌股价跌成什么吊样了

08-28

$罗素2000指数三倍做多ETF-Direxion(TNA)$ 冲阿小盘股

01-08

Replying to @狮子做:可以先模拟练习一下[开心]//@狮子做:下周三直播，今天去置办了摄像头。到时不知道会不会紧张[开心] [开心] [开心]

01-08

新能源车产能过剩, 随着小米汽车的入局，这个赛道竞争越来越激烈。在国产新势力汽车中蔚来的研发实力最强，但是定价过高。小米的加入对蔚来的影响很大。

01-08

01-06

新能源车产能过剩了，2024年谁会第一个倒下[微笑]

01-06

你预感持仓股回撤时，是喜欢进行波段操作，还是期权对冲？

01-05

A股还是会低迷一段时间，不要有幻想反弹之类...[开心]

01-05

...接下来怎么走[财迷]

2023-12-11

A股少数暗箱操作的人挣钱，老百姓都是亏的一塌糊涂

抱歉，原内容已删除

2023-10-18

巴以冲突还会持续多久，对黄金，石油板块的影响指数多少？

2023-09-27

股价就是车子的表现

抱歉，原内容已删除

2023-09-27

‌$蔚来(NIO)$ ‌股价这么差，是不是要倒闭了，割完用户割股民

2023-09-21

$Nikola Corporation(NKLA)$

2023-02-18

这篇文章不错，转发给大家看看

@价值投资为王:木头姐王者归来，这几支持仓股值得关注！

2023-01-18

这篇文章不错，转发给大家看看

@说财经:虎年最后一个星期，继续诚意满满的不段说。药明生物的大股东减持，虽然不意外，但是对于CXO乃至生物医药都不是太好的消息，以前越配股越升的故事，未必会重演，至于2023年港股这么好的开头，IPO都热闹回来了，互联网平台股虽然大家都很喜欢，反弹也很多，但是能否重回之前的高点以及增速，都是考量，不过，好消息是，东升西降，兔年未必这么牛，但是未必没有机会。 0:07 节目开始 1:52 药明生物大股东又减持/药明生物(2269)$药明生物(02269)$ 5:45 恒指反弹到令人担心的位置了？ 9:05 康方生物-B(9926)$康方生物-B(09926)$ 10:35 港股IPO回来了？巨子生物(2367)/美丽田园医疗健康(2373)$美丽田园医疗健康(02373)$ 15:35 2023年关键字【游击】/腾讯(0700)$腾讯控股(00700)$ 19:14 滴滴出行/互联网平台整顿/阿里巴巴(9988)$阿里巴巴-SW(09988)$ 23:26 美股看淡？东升西降 24:52 ETF专线/TSLL/TSLS/YINN/CWEB/2820/2845

2023-01-13

‌$特斯拉(TSLA)$ ‌冲啊

去老虎APP查看更多动态

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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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“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":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354776188547184,"gmtCreate":1727624750490,"gmtModify":1727624752133,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"还有人相信","listText":"还有人相信","text":"还有人相信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354776188547184","repostId":"2471788466","repostType":4,"repost":{"id":"2471788466","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":1727593011,"share":"https://www.laohu8.com/m/news/2471788466?lang=&edition=full","pubTime":"2024-09-29 14:56","market":"hk","language":"zh","title":"蔚来中国获战略投资者新一轮增资，李斌发文感谢合肥和安徽","url":"https://stock-news.laohu8.com/highlight/detail?id=2471788466","media":"老虎资讯综合","summary":"蔚来将保持持续投入。","content":"<html><head></head><body><p>9月29日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p>蔚来表示，近期公司经营持续向好，蔚来品牌月交付量连续4个月超2万台，持续引领高端纯电市场。</p><p>蔚来相关负责人表示，蔚来将保持对技术创新和充换电基础设施的持续投入，进一步提升在产品、服务和社区方面的竞争优势，为公司的长期发展打下坚实基础。</p><p>蔚来创始人、董事长、CEO李斌发文，<strong>感谢了合肥和安徽对于蔚来的信任与支持。</strong></p><p>李斌在发文中表示，四年前，安徽、合肥把蔚来从重症监护室抢救回来，在大家的关爱下，蔚来销量4年增长5倍，持续引领高端智能电动汽车市场，第二品牌乐道首款车型成功上市，获得市场高度关注。</p><p><strong>蔚来已经从一颗小幼苗成长为能抵挡些风雨的小树</strong>，在小树成长为大树、成长为树林的时候，合肥和安徽继续浇灌、培育，不仅是对蔚来的信任，也是对合肥和安徽智能电动汽车产业创新的坚决支持，更显示了对中国智能电动汽车产业高质量发展的坚定信心。</p><p>本周，蔚来美股涨逾23%，本月涨幅超61%；港股周涨幅近15%，月涨幅超43%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6991288ae87bdd981844eb36483244af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48f77bc70c97edab0898a96362b5326\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>蔚来中国获战略投资者新一轮增资，李斌发文感谢合肥和安徽</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p>蔚来表示，近期公司经营持续向好，蔚来品牌月交付量连续4个月超2万台，持续引领高端纯电市场。</p><p>蔚来相关负责人表示，蔚来将保持对技术创新和充换电基础设施的持续投入，进一步提升在产品、服务和社区方面的竞争优势，为公司的长期发展打下坚实基础。</p><p>蔚来创始人、董事长、CEO李斌发文，<strong>感谢了合肥和安徽对于蔚来的信任与支持。</strong></p><p>李斌在发文中表示，四年前，安徽、合肥把蔚来从重症监护室抢救回来，在大家的关爱下，蔚来销量4年增长5倍，持续引领高端智能电动汽车市场，第二品牌乐道首款车型成功上市，获得市场高度关注。</p><p><strong>蔚来已经从一颗小幼苗成长为能抵挡些风雨的小树</strong>，在小树成长为大树、成长为树林的时候，合肥和安徽继续浇灌、培育，不仅是对蔚来的信任，也是对合肥和安徽智能电动汽车产业创新的坚决支持，更显示了对中国智能电动汽车产业高质量发展的坚定信心。</p><p>本周，蔚来美股涨逾23%，本月涨幅超61%；港股周涨幅近15%，月涨幅超43%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6991288ae87bdd981844eb36483244af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48f77bc70c97edab0898a96362b5326\" title=\"\" 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Wood人称“女版巴菲特”，又被网友亲切称为木头姐。 ARK基金在去年遭遇滑铁卢，旗下的ARK创新ETF大幅回撤超80%，女版巴菲特的称号变得名不副实。 往事不堪回首，今朝换了人间。进入2023年后，美股风格转换，成长股卷土重来，纳斯达克指数大涨13%。 以成长股著称的ARK基金年内涨超38%，木头姐王者归来！ 从持仓股行业分布来看，木头姐偏爱信息技术，持仓占比35.46%，其次是医疗保健行业，持仓占比28.74%；ARK第一大持仓股特斯拉被归类于非日常生活消费品，单一个股持仓占比为10.12%： 无论是信息技术，还是医疗保健，抑或是特斯拉，都有明显的成长股色彩，更易受到美联储货币政策的影响。 如2022年成长股大跌，一来是估值高企，二来是美联储疯狂加息刺破泡沫。 而站在当下，成长股估值完成去泡沫化，美联储加息进入尾声，叠加部分成长股业绩超预期，一轮新的牛市正在酝酿中。 参考木头姐的持仓，这几支成长股值得关注： NO.1特斯拉 特斯拉本轮反弹逻辑简单粗暴，一是估值低，去年底的市盈率一度跌至30pe： 其次是特斯拉掀起价格战，主力车型大幅降价，有望带动销量增速提升。 目前，彭博上的分析师对2023年营收增速平均预测为25.8%，虽然不及往年动辄50%以上的增速快，但在大型科技股中，特斯拉这样的速度已算优秀。 这波反弹，特斯拉从底部翻倍，由于时间段、涨幅大，叠加目前的市盈率估值来到55PE，投资者不妨等待回调上车的良机。 NO.2ROKU ROKU是一家生产用于视频流的各种数字媒体播放器公司，也是ARK创新ETF的第二大持仓股。 2月16日，ROKU发布四季报，无论是收入还是利润都超出了彭博分析师的一致预期： Roku的活跃账户在第四季度增加了990万（同比增长16%），达到7000万，分析师此前预计为6900万。每用户平均收入 (ARPU)小幅增","listText":"ARK基金创始人Cathie Wood人称“女版巴菲特”，又被网友亲切称为木头姐。 ARK基金在去年遭遇滑铁卢，旗下的ARK创新ETF大幅回撤超80%，女版巴菲特的称号变得名不副实。 往事不堪回首，今朝换了人间。进入2023年后，美股风格转换，成长股卷土重来，纳斯达克指数大涨13%。 以成长股著称的ARK基金年内涨超38%，木头姐王者归来！ 从持仓股行业分布来看，木头姐偏爱信息技术，持仓占比35.46%，其次是医疗保健行业，持仓占比28.74%；ARK第一大持仓股特斯拉被归类于非日常生活消费品，单一个股持仓占比为10.12%： 无论是信息技术，还是医疗保健，抑或是特斯拉，都有明显的成长股色彩，更易受到美联储货币政策的影响。 如2022年成长股大跌，一来是估值高企，二来是美联储疯狂加息刺破泡沫。 而站在当下，成长股估值完成去泡沫化，美联储加息进入尾声，叠加部分成长股业绩超预期，一轮新的牛市正在酝酿中。 参考木头姐的持仓，这几支成长股值得关注： NO.1特斯拉 特斯拉本轮反弹逻辑简单粗暴，一是估值低，去年底的市盈率一度跌至30pe： 其次是特斯拉掀起价格战，主力车型大幅降价，有望带动销量增速提升。 目前，彭博上的分析师对2023年营收增速平均预测为25.8%，虽然不及往年动辄50%以上的增速快，但在大型科技股中，特斯拉这样的速度已算优秀。 这波反弹，特斯拉从底部翻倍，由于时间段、涨幅大，叠加目前的市盈率估值来到55PE，投资者不妨等待回调上车的良机。 NO.2ROKU ROKU是一家生产用于视频流的各种数字媒体播放器公司，也是ARK创新ETF的第二大持仓股。 2月16日，ROKU发布四季报，无论是收入还是利润都超出了彭博分析师的一致预期： Roku的活跃账户在第四季度增加了990万（同比增长16%），达到7000万，分析师此前预计为6900万。每用户平均收入 (ARPU)小幅增","text":"ARK基金创始人Cathie Wood人称“女版巴菲特”，又被网友亲切称为木头姐。 ARK基金在去年遭遇滑铁卢，旗下的ARK创新ETF大幅回撤超80%，女版巴菲特的称号变得名不副实。 往事不堪回首，今朝换了人间。进入2023年后，美股风格转换，成长股卷土重来，纳斯达克指数大涨13%。 以成长股著称的ARK基金年内涨超38%，木头姐王者归来！ 从持仓股行业分布来看，木头姐偏爱信息技术，持仓占比35.46%，其次是医疗保健行业，持仓占比28.74%；ARK第一大持仓股特斯拉被归类于非日常生活消费品，单一个股持仓占比为10.12%： 无论是信息技术，还是医疗保健，抑或是特斯拉，都有明显的成长股色彩，更易受到美联储货币政策的影响。 如2022年成长股大跌，一来是估值高企，二来是美联储疯狂加息刺破泡沫。 而站在当下，成长股估值完成去泡沫化，美联储加息进入尾声，叠加部分成长股业绩超预期，一轮新的牛市正在酝酿中。 参考木头姐的持仓，这几支成长股值得关注： NO.1特斯拉 特斯拉本轮反弹逻辑简单粗暴，一是估值低，去年底的市盈率一度跌至30pe： 其次是特斯拉掀起价格战，主力车型大幅降价，有望带动销量增速提升。 目前，彭博上的分析师对2023年营收增速平均预测为25.8%，虽然不及往年动辄50%以上的增速快，但在大型科技股中，特斯拉这样的速度已算优秀。 这波反弹，特斯拉从底部翻倍，由于时间段、涨幅大，叠加目前的市盈率估值来到55PE，投资者不妨等待回调上车的良机。 NO.2ROKU ROKU是一家生产用于视频流的各种数字媒体播放器公司，也是ARK创新ETF的第二大持仓股。 2月16日，ROKU发布四季报，无论是收入还是利润都超出了彭博分析师的一致预期： Roku的活跃账户在第四季度增加了990万（同比增长16%），达到7000万，分析师此前预计为6900万。每用户平均收入 (ARPU)小幅增","images":[{"img":"https://static.tigerbbs.com/bcce283548fb2637c2c0e18857324600","width":"513","height":"468"},{"img":"https://static.tigerbbs.com/d1a47900816d9ce991ddf482d1f7b77c","width":"632","height":"303"},{"img":"https://static.tigerbbs.com/bc3342082b9e7b350bc7ab4ad37b9191","width":"632","height":"321"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625419777","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626868479,"gmtCreate":1674026828591,"gmtModify":1674026830459,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626868479","repostId":"626126619","repostType":1,"repost":{"id":626126619,"gmtCreate":1673949703131,"gmtModify":1673950069576,"author":{"id":"3584601135248739","authorId":"3584601135248739","name":"说财经","avatar":"https://static.tigerbbs.com/04688e1b17fa48f8b7d743d5fa7b3047","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584601135248739","authorIdStr":"3584601135248739"},"themes":[],"title":"港股迎来抽水潮？兔年的运势如何走？","htmlText":"\n \n \n  虎年最后一个星期，继续诚意满满的不段说。 药明生物的大股东减持，虽然不意外，但是对于CXO乃至生物医药都不是太好的消息，以前越配股越升的故事，未必会重演，至于2023年港股这么好的开头，IPO都热闹回来了，互联网平台股虽然大家都很喜欢，反弹也很多，但是能否重回之前的高点以及增速，都是考量，不过，好消息是，东升西降，兔年未必这么牛，但是未必没有机会。 0:07 节目开始 1:52 药明生物大股东又减持/药明生物(2269)<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a>&nbsp; 5:45 恒指反弹到令人担心的位置了？ 9:05 康方生物-B(9926)<a target=\"_blank\" href=\"https://laohu8.com/S/09926\">$康方生物-B(09926)$</a>&nbsp; 10:35 港股IPO回来了？巨子生物(2367)/美丽田园医疗健康(2373)<a target=\"_blank\" href=\"https://laohu8.com/S/02373\">$美丽田园医疗健康(02373)$</a>&nbsp; 15:35 2023年关键字【游击】/腾讯(0700)<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp; 19:14 滴滴出行/互联网平台整顿/阿里巴巴(9988)<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp; 23:26 美股看淡？东升西降 24:52 ETF专线/TSLL/TSLS/YINN/CWEB/2820/2845\n \n","listText":"虎年最后一个星期，继续诚意满满的不段说。 药明生物的大股东减持，虽然不意外，但是对于CXO乃至生物医药都不是太好的消息，以前越配股越升的故事，未必会重演，至于2023年港股这么好的开头，IPO都热闹回来了，互联网平台股虽然大家都很喜欢，反弹也很多，但是能否重回之前的高点以及增速，都是考量，不过，好消息是，东升西降，兔年未必这么牛，但是未必没有机会。 0:07 节目开始 1:52 药明生物大股东又减持/药明生物(2269)<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a>&nbsp; 5:45 恒指反弹到令人担心的位置了？ 9:05 康方生物-B(9926)<a target=\"_blank\" href=\"https://laohu8.com/S/09926\">$康方生物-B(09926)$</a>&nbsp; 10:35 港股IPO回来了？巨子生物(2367)/美丽田园医疗健康(2373)<a target=\"_blank\" href=\"https://laohu8.com/S/02373\">$美丽田园医疗健康(02373)$</a>&nbsp; 15:35 2023年关键字【游击】/腾讯(0700)<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp; 19:14 滴滴出行/互联网平台整顿/阿里巴巴(9988)<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp; 23:26 美股看淡？东升西降 24:52 ETF专线/TSLL/TSLS/YINN/CWEB/2820/2845","text":"虎年最后一个星期，继续诚意满满的不段说。 药明生物的大股东减持，虽然不意外，但是对于CXO乃至生物医药都不是太好的消息，以前越配股越升的故事，未必会重演，至于2023年港股这么好的开头，IPO都热闹回来了，互联网平台股虽然大家都很喜欢，反弹也很多，但是能否重回之前的高点以及增速，都是考量，不过，好消息是，东升西降，兔年未必这么牛，但是未必没有机会。 0:07 节目开始 1:52 药明生物大股东又减持/药明生物(2269)$药明生物(02269)$ 5:45 恒指反弹到令人担心的位置了？ 9:05 康方生物-B(9926)$康方生物-B(09926)$ 10:35 港股IPO回来了？巨子生物(2367)/美丽田园医疗健康(2373)$美丽田园医疗健康(02373)$ 15:35 2023年关键字【游击】/腾讯(0700)$腾讯控股(00700)$ 19:14 滴滴出行/互联网平台整顿/阿里巴巴(9988)$阿里巴巴-SW(09988)$ 23:26 美股看淡？东升西降 24:52 ETF专线/TSLL/TSLS/YINN/CWEB/2820/2845","images":[{"img":"https://static.tigerbbs.com/6811deaa003416e4c75ad5042c1eb041","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626126619","isVote":1,"tweetType":2,"object":{"id":"ab00e8749dfa41f2a7e0cd474822aee0","tweetId":"626126619","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/22f3e721243791578726174991/KAB040VVZSAA.mp4","poster":"https://static.tigerbbs.com/6811deaa003416e4c75ad5042c1eb041"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626915025,"gmtCreate":1673623912568,"gmtModify":1673623918749,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌冲啊","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌冲啊","text":"‌$特斯拉(TSLA)$ ‌冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626915025","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":260904880431256,"gmtCreate":1704707614266,"gmtModify":1704707824268,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"新能源车产能过剩, 随着小米汽车的入局，这个赛道竞争越来越激烈。在国产新势力汽车中蔚来的研发实力最强，但是定价过高。小米的加入对蔚来的影响很大。","listText":"新能源车产能过剩, 随着小米汽车的入局，这个赛道竞争越来越激烈。在国产新势力汽车中蔚来的研发实力最强，但是定价过高。小米的加入对蔚来的影响很大。","text":"新能源车产能过剩, 随着小米汽车的入局，这个赛道竞争越来越激烈。在国产新势力汽车中蔚来的研发实力最强，但是定价过高。小米的加入对蔚来的影响很大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/260904880431256","isVote":1,"tweetType":1,"viewCount":3867,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089521024625950","authorId":"4089521024625950","name":"rororoororor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4089521024625950","authorIdStr":"4089521024625950"},"content":"开蔚来的用小米手机？[捂脸]","text":"开蔚来的用小米手机？[捂脸]","html":"开蔚来的用小米手机？[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221994527731800,"gmtCreate":1695229422197,"gmtModify":1695229500379,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a>","text":"$Nikola Corporation(NKLA)$","images":[{"img":"https://static.tigerbbs.com/d35ff7085e406784a014f6fc57c9c55d","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/221994527731800","isVote":1,"tweetType":1,"viewCount":3274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":331602470,"gmtCreate":1609560999190,"gmtModify":1703739751709,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"小鹏呢","listText":"小鹏呢","text":"小鹏呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/331602470","repostId":"1105159332","repostType":4,"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562893781679199","authorId":"3562893781679199","name":"笑看韭菜浪","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3562893781679199","authorIdStr":"3562893781679199"},"content":"前几天有个说理想销量7000的骗子去哪了？","text":"前几天有个说理想销量7000的骗子去哪了？","html":"前几天有个说理想销量7000的骗子去哪了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626915025,"gmtCreate":1673623912568,"gmtModify":1673623918749,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"‌<a 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‌冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626915025","isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377903898,"gmtCreate":1619487131214,"gmtModify":1619487131214,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"起飞","listText":"起飞","text":"起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377903898","repostId":"1144449904","repostType":2,"repost":{"id":"1144449904","pubTimestamp":1619486641,"share":"https://www.laohu8.com/m/news/1144449904?lang=&edition=full","pubTime":"2021-04-27 09:24","market":"us","language":"en","title":"NIO Stock Is Suddenly on Fire. This Is Why.","url":"https://stock-news.laohu8.com/highlight/detail?id=1144449904","media":"Barrons","summary":"Stock in the Chinese electric-vehicle maker NIO has gone from down in the dumps to king of the hill, with seven straight days of gains. Technical factors, rather than developments that would affect earnings, appear to be behind the shift.NIO  stock was a can’t miss bet for months. Shares gained more than 1,100% in 2020, closing at around $49. They raced to almost $67 early this year, but stalled out and fell to less than $32 last month. New competition in China’s EV market, confusion over delive","content":"<p>Stock in the Chinese electric-vehicle maker NIO has gone from down in the dumps to king of the hill, with seven straight days of gains. Technical factors, rather than developments that would affect earnings, appear to be behind the shift.</p>\n<p>NIO (ticker: NIO) stock was a can’t miss bet for months. Shares gained more than 1,100% in 2020, closing at around $49. They raced to almost $67 early this year, but stalled out and fell to less than $32 last month. New competition in China’s EV market, confusion over deliveries during the Lunar New Year holiday, and the global shortage of semiconductors for use in cars all gave investors reasons to sell, or avoid buying. Higher interest rates also dinged valuations of high-growth stocks in February and March.</p>\n<p>But over the past week, investors are feeling much better. Shares closed 3.8% higher on Monday afternoon, while the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were roughly flat.</p>\n<p>That took the shares from less than $36 to almost $43, even though not much has changed in fundamental terms.</p>\n<p>The stock picked up one new Buy rating. That always helps. CLSA analyst Soobin Park launched coverage of the stock with a Buy and $50 price target. Two-thirds of analysts covering the company rate shares Buy. The&nbsp;average Buy rating ratio for stocks in the S&amp;P 500 is about 55%.</p>\n<p>Barron’s Ed Lin also pointed out&nbsp;Sunday that Munich Ergo Asset Management GmbH, which manages investments for reinsurance giant&nbsp;Munich Re,bought more shares of NIO stock in the first quarter. That vote of confidence may be lifting the stock as well.</p>\n<p>More important, though, NIO stock was oversold. The stock’s relative strength index, or RSI, which measures the speed and magnitude of price changes, was bouncing around 30 in early March, on a range from 0 and 100. A low reading of 30 means, for traders, that all the selling is done for the near term and that a stock might be due for a bounce.</p>\n<p>NIO stock has done exactly that. Now the RSI reading is back around 58, a little higher than the midpoint of 50, but not yet to the point where traders would start to target NIO shares as overbought.</p>\n<p>So far this year, NIO stock is down about 13% year to date, leaving it behind both the broader market and Tesla (TSLA) stock’s 4% gain. The next chapter of the stock’s story could begin on Thursday, when NIO reports its first-quarter financial results.</p>","source":"lsy1601382232898","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>NIO Stock Is Suddenly on Fire. This Is Why.</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\">\nNIO Stock Is Suddenly on Fire. This Is Why.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-stock-is-suddenly-on-fire-this-is-why-51619467872?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in the Chinese electric-vehicle maker NIO has gone from down in the dumps to king of the hill, with seven straight days of gains. Technical factors, rather than developments that would affect ...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-stock-is-suddenly-on-fire-this-is-why-51619467872?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.barrons.com/articles/nio-stock-is-suddenly-on-fire-this-is-why-51619467872?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144449904","content_text":"Stock in the Chinese electric-vehicle maker NIO has gone from down in the dumps to king of the hill, with seven straight days of gains. Technical factors, rather than developments that would affect earnings, appear to be behind the shift.\nNIO (ticker: NIO) stock was a can’t miss bet for months. Shares gained more than 1,100% in 2020, closing at around $49. They raced to almost $67 early this year, but stalled out and fell to less than $32 last month. New competition in China’s EV market, confusion over deliveries during the Lunar New Year holiday, and the global shortage of semiconductors for use in cars all gave investors reasons to sell, or avoid buying. Higher interest rates also dinged valuations of high-growth stocks in February and March.\nBut over the past week, investors are feeling much better. Shares closed 3.8% higher on Monday afternoon, while the S&P 500 and Dow Jones Industrial Average were roughly flat.\nThat took the shares from less than $36 to almost $43, even though not much has changed in fundamental terms.\nThe stock picked up one new Buy rating. That always helps. CLSA analyst Soobin Park launched coverage of the stock with a Buy and $50 price target. Two-thirds of analysts covering the company rate shares Buy. The average Buy rating ratio for stocks in the S&P 500 is about 55%.\nBarron’s Ed Lin also pointed out Sunday that Munich Ergo Asset Management GmbH, which manages investments for reinsurance giant Munich Re,bought more shares of NIO stock in the first quarter. That vote of confidence may be lifting the stock as well.\nMore important, though, NIO stock was oversold. The stock’s relative strength index, or RSI, which measures the speed and magnitude of price changes, was bouncing around 30 in early March, on a range from 0 and 100. A low reading of 30 means, for traders, that all the selling is done for the near term and that a stock might be due for a bounce.\nNIO stock has done exactly that. Now the RSI reading is back around 58, a little higher than the midpoint of 50, but not yet to the point where traders would start to target NIO shares as overbought.\nSo far this year, NIO stock is down about 13% year to date, leaving it behind both the broader market and Tesla (TSLA) stock’s 4% gain. The next chapter of the stock’s story could begin on Thursday, when NIO reports its first-quarter financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354776188547184,"gmtCreate":1727624750490,"gmtModify":1727624752133,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"还有人相信","listText":"还有人相信","text":"还有人相信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354776188547184","repostId":"2471788466","repostType":4,"repost":{"id":"2471788466","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":1727593011,"share":"https://www.laohu8.com/m/news/2471788466?lang=&edition=full","pubTime":"2024-09-29 14:56","market":"hk","language":"zh","title":"蔚来中国获战略投资者新一轮增资，李斌发文感谢合肥和安徽","url":"https://stock-news.laohu8.com/highlight/detail?id=2471788466","media":"老虎资讯综合","summary":"蔚来将保持持续投入。","content":"<html><head></head><body><p>9月29日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p>蔚来表示，近期公司经营持续向好，蔚来品牌月交付量连续4个月超2万台，持续引领高端纯电市场。</p><p>蔚来相关负责人表示，蔚来将保持对技术创新和充换电基础设施的持续投入，进一步提升在产品、服务和社区方面的竞争优势，为公司的长期发展打下坚实基础。</p><p>蔚来创始人、董事长、CEO李斌发文，<strong>感谢了合肥和安徽对于蔚来的信任与支持。</strong></p><p>李斌在发文中表示，四年前，安徽、合肥把蔚来从重症监护室抢救回来，在大家的关爱下，蔚来销量4年增长5倍，持续引领高端智能电动汽车市场，第二品牌乐道首款车型成功上市，获得市场高度关注。</p><p><strong>蔚来已经从一颗小幼苗成长为能抵挡些风雨的小树</strong>，在小树成长为大树、成长为树林的时候，合肥和安徽继续浇灌、培育，不仅是对蔚来的信任，也是对合肥和安徽智能电动汽车产业创新的坚决支持，更显示了对中国智能电动汽车产业高质量发展的坚定信心。</p><p>本周，蔚来美股涨逾23%，本月涨幅超61%；港股周涨幅近15%，月涨幅超43%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6991288ae87bdd981844eb36483244af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48f77bc70c97edab0898a96362b5326\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>蔚来中国获战略投资者新一轮增资，李斌发文感谢合肥和安徽</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>公司宣布，与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司的三家现有股东——合肥建恒新能源汽车投资基金合伙企业（有限合伙）、安徽省高新技术产业投资有限公司、国投招商投资管理有限公司签署战略投资协议。根据协议，上述战略投资者将以人民币33亿元现金增资认购蔚来中国的新发行股份，蔚来公司也将投入人民币100亿元现金认购蔚来中国的新发行股份。</p><p>蔚来表示，近期公司经营持续向好，蔚来品牌月交付量连续4个月超2万台，持续引领高端纯电市场。</p><p>蔚来相关负责人表示，蔚来将保持对技术创新和充换电基础设施的持续投入，进一步提升在产品、服务和社区方面的竞争优势，为公司的长期发展打下坚实基础。</p><p>蔚来创始人、董事长、CEO李斌发文，<strong>感谢了合肥和安徽对于蔚来的信任与支持。</strong></p><p>李斌在发文中表示，四年前，安徽、合肥把蔚来从重症监护室抢救回来，在大家的关爱下，蔚来销量4年增长5倍，持续引领高端智能电动汽车市场，第二品牌乐道首款车型成功上市，获得市场高度关注。</p><p><strong>蔚来已经从一颗小幼苗成长为能抵挡些风雨的小树</strong>，在小树成长为大树、成长为树林的时候，合肥和安徽继续浇灌、培育，不仅是对蔚来的信任，也是对合肥和安徽智能电动汽车产业创新的坚决支持，更显示了对中国智能电动汽车产业高质量发展的坚定信心。</p><p>本周，蔚来美股涨逾23%，本月涨幅超61%；港股周涨幅近15%，月涨幅超43%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6991288ae87bdd981844eb36483244af\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48f77bc70c97edab0898a96362b5326\" title=\"\" tg-width=\"560\" 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href=\"https://laohu8.com/S/YINN\">$三倍做多富时中国ETF-Direxion(YINN)$&nbsp;</a> 落袋为安，跑路了","text":"$三倍做多富时中国ETF-Direxion(YINN)$ 落袋为安，跑路了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354045945581848","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344900437422280,"gmtCreate":1725196599540,"gmtModify":1725256985175,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ &nbsp;</a>‌股价跌成什么吊样了","listText":"‌<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$ &nbsp;</a>‌股价跌成什么吊样了","text":"‌$蔚来-SW(09866)$ ‌股价跌成什么吊样了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344900437422280","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332509902,"gmtCreate":1610423982406,"gmtModify":1703744201712,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"唆哈冲","listText":"唆哈冲","text":"唆哈冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332509902","repostId":"1145602644","repostType":2,"repost":{"id":"1145602644","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":1610423192,"share":"https://www.laohu8.com/m/news/1145602644?lang=&edition=full","pubTime":"2021-01-12 11:46","market":"us","language":"zh","title":"小鹏汽车获128亿元银行授信","url":"https://stock-news.laohu8.com/highlight/detail?id=1145602644","media":"老虎资讯综合","summary":"今日上午，小鹏汽车银企战略合作签约仪式在广州小鹏汽车总部举行。小鹏汽车宣布与中国农业银行广东省分行、中国银行广东省分行、中国建设银行广东省分行、中信银行广州分行、以及广州农村商业银行等五家银行。在战略","content":"<p>今日上午，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>银企战略合作签约仪式在广州小鹏汽车总部举行。小鹏汽车宣布与中国<a href=\"https://laohu8.com/S/01288\">农业银行</a>广东省分行、<a href=\"https://laohu8.com/S/03988\">中国银行</a>广东省分行、中国<a href=\"https://laohu8.com/S/00939\">建设银行</a>广东省分行、<a href=\"https://laohu8.com/S/00998\">中信银行</a>广州分行、以及广州农村商业银行等五家银行。在战略合作基础上，五家银行将联合向小鹏汽车提供授信额度合计人民币128亿元，以支持小鹏汽车的业务运营及生产、销服体系的建设。</p><p>小鹏汽车董事长、CEO何小鹏表示，此次银企战略合作对于进一步提升小鹏汽车的现金使用效率和成本管理具有重要意义。相信此次战略合作关系的签订，将有力促进银企之间的持续发展与广泛合作，共同探索未来交通方式的变革。</p><p><img src=\"https://static.tigerbbs.com/1221134918834a03333deccf9396cda4\" tg-width=\"840\" tg-height=\"470\"></p><p></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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小鹏汽车获128亿元银行授信\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\">2021-01-12 11:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日上午，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>银企战略合作签约仪式在广州小鹏汽车总部举行。小鹏汽车宣布与中国<a href=\"https://laohu8.com/S/01288\">农业银行</a>广东省分行、<a href=\"https://laohu8.com/S/03988\">中国银行</a>广东省分行、中国<a href=\"https://laohu8.com/S/00939\">建设银行</a>广东省分行、<a href=\"https://laohu8.com/S/00998\">中信银行</a>广州分行、以及广州农村商业银行等五家银行。在战略合作基础上，五家银行将联合向小鹏汽车提供授信额度合计人民币128亿元，以支持小鹏汽车的业务运营及生产、销服体系的建设。</p><p>小鹏汽车董事长、CEO何小鹏表示，此次银企战略合作对于进一步提升小鹏汽车的现金使用效率和成本管理具有重要意义。相信此次战略合作关系的签订，将有力促进银企之间的持续发展与广泛合作，共同探索未来交通方式的变革。</p><p><img src=\"https://static.tigerbbs.com/1221134918834a03333deccf9396cda4\" tg-width=\"840\" tg-height=\"470\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4aa4c2246df411f68e16a21f6d365311","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145602644","content_text":"今日上午，小鹏汽车银企战略合作签约仪式在广州小鹏汽车总部举行。小鹏汽车宣布与中国农业银行广东省分行、中国银行广东省分行、中国建设银行广东省分行、中信银行广州分行、以及广州农村商业银行等五家银行。在战略合作基础上，五家银行将联合向小鹏汽车提供授信额度合计人民币128亿元，以支持小鹏汽车的业务运营及生产、销服体系的建设。小鹏汽车董事长、CEO何小鹏表示，此次银企战略合作对于进一步提升小鹏汽车的现金使用效率和成本管理具有重要意义。相信此次战略合作关系的签订，将有力促进银企之间的持续发展与广泛合作，共同探索未来交通方式的变革。","news_type":1},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359594965352744,"gmtCreate":1728832223563,"gmtModify":1728832225515,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"明天跌，一堆公司减持","listText":"明天跌，一堆公司减持","text":"明天跌，一堆公司减持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359594965352744","repostId":"1195140770","repostType":4,"repost":{"id":"1195140770","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&nbsp;&nbsp;&nbsp;<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":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343094789996576,"gmtCreate":1724781852203,"gmtModify":1724781853787,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"<a 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19:00","market":"us","language":"zh","title":"印度股市为何20年上涨近20倍？","url":"https://stock-news.laohu8.com/highlight/detail?id=1158893994","media":"读数一帜","summary":"过去20余年，印度股市经历了长期上涨，近期印度股市总市值首次突破4万亿美元大关，位居美国、中国、日本和中国香港之后。印度股市上涨背后有哪些风险？20年上涨1967%12月4日-8日，印度SENSEX30指数以4.24%的涨幅位列亚太市场第一。拉长时间来看，近三年印度SENSEX30以54%的涨幅遥遥领先。报告指出，印度至少在未来三年内仍为全球GDP增速最快的主要经济体，且最早2030年有望成为全球第三大经济体。","content":"<html><head></head><body><blockquote><p>看多者从经济、企业、资金、人口红利等多方面论证印度股市的长牛基础。谨慎者则认为，印度股指至少一大半涨幅来自于货币贬值和通胀，印度牛的逻辑吹过头了</p></blockquote><p>印度股市正在勇攀历史新高。</p><p>12月11日，印度SENSEX30指数盘中一度突破7万点大关，再创历史新高。截至当日收盘，该指数收盘于69928.53点。过去20余年，印度股市经历了长期上涨，近期印度股市总市值首次突破4万亿美元大关，位居美国、中国、日本和中国香港之后。</p><p><strong>从今年情况来看，中国股市与印度股市之间的资金流有“跷跷板效应”。</strong>“今年初疫情防控调整之后，对比中国和印度，市场普遍看好中国。1月北向资金净流入A股市场1500亿元，而印度市场则相应出现了外资流出的情况。但是在不到一个季度之后，国内宏观数据表现不如预期。此后，海外的投资者在三季度流入印度。”一位基金经理观察认为。</p><p><strong>为何印度股市的表现如此强劲？</strong></p><p>“近期推动印度股市走高的因素包括强劲的经济数据、企业盈利数据、油价下跌和强劲的国内资金流。”摩根大通策略师巴特拉在研报中分析。</p><p>而对于印度股市长期牛市的基础，国信证券认为，虽然印度的制造业并不成熟，但一大批高市值服务业企业足以支撑股市上行，大市值企业普遍具有较高的成长性，成为推动股指上升的中坚力量；其市场化的交易所持股架构极大地活跃了印度股市交易；自由的外资流入制度激励了投资组合净流入，构成印度股市长牛的资金面支撑。</p><p>印度股市上涨背后有哪些风险？思睿集团首席经济学家洪灏认为，印度货币供应量的大幅增长导致货币贬值和通胀的问题不应被忽视。“1991年以来，印度的货币供应已经增长了93倍，而股市涨幅为66倍。<strong>因此，印度股指至少一大半涨幅来自于货币贬值和通胀。”</strong></p><p style=\"text-align: left;\"><strong>20年上涨1967%</strong></p><p>12月4日-8日，印度SENSEX30指数以4.24%的涨幅位列亚太市场第一。</p><p>拉长时间来看，近三年印度SENSEX30以54%的涨幅遥遥领先。2003年以来，印度SENSEX30指数在20年间累计涨幅达1967%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f716176db7288cbc0fc398a1e173b2b3\" alt=\"\" title=\"\" tg-width=\"864\" tg-height=\"731\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be29da8c1692c2f0c823e1a56f609cb0\" alt=\"\" title=\"\" tg-width=\"865\" tg-height=\"544\"/></p><p>2022年，在美联储大幅加息的背景下，全球主要新兴市场经济体大多经历了美元外资的大幅流出和股市下挫。印度也面临着美元资金回流压力，但这一情况在2023年二季度好转，当季引来了外资的净流入。</p><p><strong>对于印度股市的表现，宏利基金基金经理师婧用了“韧性”二字来形容。</strong>她告诉《财经》，三季度全球市场在强势美元和超预期美债利率上行的背景下，均有所回调，印度市场在二季度表现亮眼，三季度在不考虑汇率折损的背景下，依然录得正收益，表现出较强的韧性。</p><p>印度为什么能持续获得关注度？随着印度人口超过中国、GDP（国内生产总值）超过英国，越来越多的观点认为，印度在未来或可成为下一个超级大国。</p><p>12月5日，标普全球发布了《2024年全球信用展望》。报告指出，印度至少在未来三年内仍为全球GDP增速最快的主要经济体，且最早2030年有望成为全球第三大经济体。该机构预测，2027年印度GDP增长率将为7%。相比之下，2026年中国GDP增长率或放缓至4.6%。</p><p>在全球经济增长放缓的背景下，印度二季度的GDP增长了7.6%，超出市场的预期。IMF（国际货币基金组织）最新经济展望报告预估，2023年、2024年印度GDP增速均将高于6%，是全球少数长期维持GDP高增长的国家。</p><p>中金公司从经济禀赋、产业政策、货币财政、国际合作、金融市场五个方面对印度发展潜力进行分析。<strong>结果显示，印度最大的优势是人口正在进入红利期，近几年政府通过产业政策加大对制造业支持，有助于其更好融入全球制造产业链。</strong>与此同时，印度加强与西方的科技合作，加快国内体制改革，经济增长潜能得到释放。</p><p>今年4月，联合国人口事务部预估，印度将成为世界人口最多的国家。相关数据显示，印度目前人口分布呈现金字塔形，50岁以下人口占比近八成，25岁以下的人口有6.1亿，且英语普及率高，吸引外资前来。</p><p>这些人口红利成为其发展制造业与服务业发展的有利条件，将提供转业机会。富邦投顾研报认为，2018年以来，中美因科技对抗，贸易关系紧张，2022年因疫情，一些国际品牌大厂将部分生产从中国往外分散布局。由于印度逾14亿且年轻化的人口红利优势，已吸引苹果、三星、HP、DELL等消费性电子品牌大厂前往印度，其2022年出口额达213亿美元的新高，年增45.4%。</p><p>在产业政策方面，据中金公司分析，长期以来印度的比较优势聚焦于服务业，其服务业贸易持续顺差、制造业持续逆差。近几年来，印度政府加大对制造业发展的支持，服装、手机等产业链承接转移，数字经济领域加快发展。几十年来制约制造业规模效应的劳动力与中小企业制度得到修正，资源配置效率有所改善。 </p><p>2022年印度出口额虽创新高，但因进口额大增仍使净出口逆差扩大。为了改善贸易逆差情况，2023年印度政府扩大公共投资，创造就业与带动消费，支持内需继续成长。虽然商品出口转弱，但进口成本降低，服务出口增长，均将缓解净出口逆差压力。</p><p>莫迪政府为了争取连任，此前亦颁布了多项政策，快速推动了金融行业的发展。其中最为关键的是2016年的“废钞运动”，将面值500卢比及1000卢比的大额纸币作废，并推动数字支付和包容性金融。颁布废钞令后，人们需要在指定期限内将持有的当时最大额度的500卢比和1000卢比纸币存入银行账户。由此实现了去货币化，有效推进了电子金融资产的改革。</p><p style=\"text-align: left;\"><strong>机会还是泡沫？</strong></p><p>师婧认为，由于印度股市的国际化程度比较高，海外机构投资者是影响印度市场的重要力量，而三季度强势的美元导致一部分海外机构投资者流出印度市场，这使得印度的大盘股估值当前并不贵，印度市场估值的提升主要体现在中小盘股。</p><p><strong>工银印度基金经理刘伟琳认为，中国进入新阶段后，寻找新兴市场的国家进行高速经济发展配置是一个不错的选择。</strong>“印度作为一个传统农业国，其经济发展更多地依赖于整体经济。印度服务业发展较好，IT业、仿制药、电影产业都有一定优势。”她告诉《财经》，“虽然印度的制造业没有中国发展得这么好，但印度现在也在积极推广‘印度制造’，他们也在考虑其制造业是否能够承接中国未来的一些低端产业转移。”</p><p>在中国和印度之间权衡对比已经成为亚洲投资者的重要议题。在新加坡举行的  2023年米尔肯研究院亚洲峰会（Milken Institute Asia Summit 2023）上，发言者表示，中国市场正面临逆风，但仍有机会可寻；印度和东南亚已成为值得投资的另类市场，但它们也有各自的风险。</p><p>伴随着印度投资的升温，关于估值的讨论越发激烈。2022年，印度基准股指在全球股债齐跌的背景下，仍然录得4%的涨幅，而今年以来仍持续高涨。对于这一情况，高盛集团和里昂证券曾称，印度股市的估值已经被推得很高，在全球基金今年累计向印度股市投入130亿美元后，后续可能会在其他新兴市场找到更好的交易机会。</p><p>“在新兴市场国家里面，肯定不算特别便宜的，就是因为大家对它的信心比较足。目前的估值水平处于均值略偏下的位置。这表明，尽管印度股市已经连续多年上涨，但实际上并没有太多泡沫。”刘伟琳认为。</p><p>师婧认为，短期需要注意估值调整的风险，长期看印度经济基本面的韧性依然持续。</p><p>国信证券认为，长期看基本面，印度是在新兴市场中的“赶超国”角色，通过复刻先行国的城镇化与工业化经验使得经济维持高增速，盈利驱动下股票有长期上涨基础。但短期看资金面，其高度依赖外资为印度股市带来高波动性。</p><p>在考察了印度当前的经济情况后，中金公司认为，印度女性劳动参与率低，基础设施、营商环境短板突出，土地制度制约规模发展，资本市场估值偏高，这些因素使得投资印度也并非那么容易。</p></body></html>","source":"lsy1589542236822","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>印度股市为何20年上涨近20倍？</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印度股市为何20年上涨近20倍？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/ER37wZHeT2Uq1eccQ2l-ag><strong>读数一帜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>看多者从经济、企业、资金、人口红利等多方面论证印度股市的长牛基础。谨慎者则认为，印度股指至少一大半涨幅来自于货币贬值和通胀，印度牛的逻辑吹过头了印度股市正在勇攀历史新高。12月11日，印度SENSEX30指数盘中一度突破7万点大关，再创历史新高。截至当日收盘，该指数收盘于69928.53点。过去20余年，印度股市经历了长期上涨，近期印度股市总市值首次突破4万亿美元大关，位居美国、中国、日本和...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ER37wZHeT2Uq1eccQ2l-ag\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dab52216deb5c21514f698361eed0b86","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/ER37wZHeT2Uq1eccQ2l-ag","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158893994","content_text":"看多者从经济、企业、资金、人口红利等多方面论证印度股市的长牛基础。谨慎者则认为，印度股指至少一大半涨幅来自于货币贬值和通胀，印度牛的逻辑吹过头了印度股市正在勇攀历史新高。12月11日，印度SENSEX30指数盘中一度突破7万点大关，再创历史新高。截至当日收盘，该指数收盘于69928.53点。过去20余年，印度股市经历了长期上涨，近期印度股市总市值首次突破4万亿美元大关，位居美国、中国、日本和中国香港之后。从今年情况来看，中国股市与印度股市之间的资金流有“跷跷板效应”。“今年初疫情防控调整之后，对比中国和印度，市场普遍看好中国。1月北向资金净流入A股市场1500亿元，而印度市场则相应出现了外资流出的情况。但是在不到一个季度之后，国内宏观数据表现不如预期。此后，海外的投资者在三季度流入印度。”一位基金经理观察认为。为何印度股市的表现如此强劲？“近期推动印度股市走高的因素包括强劲的经济数据、企业盈利数据、油价下跌和强劲的国内资金流。”摩根大通策略师巴特拉在研报中分析。而对于印度股市长期牛市的基础，国信证券认为，虽然印度的制造业并不成熟，但一大批高市值服务业企业足以支撑股市上行，大市值企业普遍具有较高的成长性，成为推动股指上升的中坚力量；其市场化的交易所持股架构极大地活跃了印度股市交易；自由的外资流入制度激励了投资组合净流入，构成印度股市长牛的资金面支撑。印度股市上涨背后有哪些风险？思睿集团首席经济学家洪灏认为，印度货币供应量的大幅增长导致货币贬值和通胀的问题不应被忽视。“1991年以来，印度的货币供应已经增长了93倍，而股市涨幅为66倍。因此，印度股指至少一大半涨幅来自于货币贬值和通胀。”20年上涨1967%12月4日-8日，印度SENSEX30指数以4.24%的涨幅位列亚太市场第一。拉长时间来看，近三年印度SENSEX30以54%的涨幅遥遥领先。2003年以来，印度SENSEX30指数在20年间累计涨幅达1967%。2022年，在美联储大幅加息的背景下，全球主要新兴市场经济体大多经历了美元外资的大幅流出和股市下挫。印度也面临着美元资金回流压力，但这一情况在2023年二季度好转，当季引来了外资的净流入。对于印度股市的表现，宏利基金基金经理师婧用了“韧性”二字来形容。她告诉《财经》，三季度全球市场在强势美元和超预期美债利率上行的背景下，均有所回调，印度市场在二季度表现亮眼，三季度在不考虑汇率折损的背景下，依然录得正收益，表现出较强的韧性。印度为什么能持续获得关注度？随着印度人口超过中国、GDP（国内生产总值）超过英国，越来越多的观点认为，印度在未来或可成为下一个超级大国。12月5日，标普全球发布了《2024年全球信用展望》。报告指出，印度至少在未来三年内仍为全球GDP增速最快的主要经济体，且最早2030年有望成为全球第三大经济体。该机构预测，2027年印度GDP增长率将为7%。相比之下，2026年中国GDP增长率或放缓至4.6%。在全球经济增长放缓的背景下，印度二季度的GDP增长了7.6%，超出市场的预期。IMF（国际货币基金组织）最新经济展望报告预估，2023年、2024年印度GDP增速均将高于6%，是全球少数长期维持GDP高增长的国家。中金公司从经济禀赋、产业政策、货币财政、国际合作、金融市场五个方面对印度发展潜力进行分析。结果显示，印度最大的优势是人口正在进入红利期，近几年政府通过产业政策加大对制造业支持，有助于其更好融入全球制造产业链。与此同时，印度加强与西方的科技合作，加快国内体制改革，经济增长潜能得到释放。今年4月，联合国人口事务部预估，印度将成为世界人口最多的国家。相关数据显示，印度目前人口分布呈现金字塔形，50岁以下人口占比近八成，25岁以下的人口有6.1亿，且英语普及率高，吸引外资前来。这些人口红利成为其发展制造业与服务业发展的有利条件，将提供转业机会。富邦投顾研报认为，2018年以来，中美因科技对抗，贸易关系紧张，2022年因疫情，一些国际品牌大厂将部分生产从中国往外分散布局。由于印度逾14亿且年轻化的人口红利优势，已吸引苹果、三星、HP、DELL等消费性电子品牌大厂前往印度，其2022年出口额达213亿美元的新高，年增45.4%。在产业政策方面，据中金公司分析，长期以来印度的比较优势聚焦于服务业，其服务业贸易持续顺差、制造业持续逆差。近几年来，印度政府加大对制造业发展的支持，服装、手机等产业链承接转移，数字经济领域加快发展。几十年来制约制造业规模效应的劳动力与中小企业制度得到修正，资源配置效率有所改善。 2022年印度出口额虽创新高，但因进口额大增仍使净出口逆差扩大。为了改善贸易逆差情况，2023年印度政府扩大公共投资，创造就业与带动消费，支持内需继续成长。虽然商品出口转弱，但进口成本降低，服务出口增长，均将缓解净出口逆差压力。莫迪政府为了争取连任，此前亦颁布了多项政策，快速推动了金融行业的发展。其中最为关键的是2016年的“废钞运动”，将面值500卢比及1000卢比的大额纸币作废，并推动数字支付和包容性金融。颁布废钞令后，人们需要在指定期限内将持有的当时最大额度的500卢比和1000卢比纸币存入银行账户。由此实现了去货币化，有效推进了电子金融资产的改革。机会还是泡沫？师婧认为，由于印度股市的国际化程度比较高，海外机构投资者是影响印度市场的重要力量，而三季度强势的美元导致一部分海外机构投资者流出印度市场，这使得印度的大盘股估值当前并不贵，印度市场估值的提升主要体现在中小盘股。工银印度基金经理刘伟琳认为，中国进入新阶段后，寻找新兴市场的国家进行高速经济发展配置是一个不错的选择。“印度作为一个传统农业国，其经济发展更多地依赖于整体经济。印度服务业发展较好，IT业、仿制药、电影产业都有一定优势。”她告诉《财经》，“虽然印度的制造业没有中国发展得这么好，但印度现在也在积极推广‘印度制造’，他们也在考虑其制造业是否能够承接中国未来的一些低端产业转移。”在中国和印度之间权衡对比已经成为亚洲投资者的重要议题。在新加坡举行的  2023年米尔肯研究院亚洲峰会（Milken Institute Asia Summit 2023）上，发言者表示，中国市场正面临逆风，但仍有机会可寻；印度和东南亚已成为值得投资的另类市场，但它们也有各自的风险。伴随着印度投资的升温，关于估值的讨论越发激烈。2022年，印度基准股指在全球股债齐跌的背景下，仍然录得4%的涨幅，而今年以来仍持续高涨。对于这一情况，高盛集团和里昂证券曾称，印度股市的估值已经被推得很高，在全球基金今年累计向印度股市投入130亿美元后，后续可能会在其他新兴市场找到更好的交易机会。“在新兴市场国家里面，肯定不算特别便宜的，就是因为大家对它的信心比较足。目前的估值水平处于均值略偏下的位置。这表明，尽管印度股市已经连续多年上涨，但实际上并没有太多泡沫。”刘伟琳认为。师婧认为，短期需要注意估值调整的风险，长期看印度经济基本面的韧性依然持续。国信证券认为，长期看基本面，印度是在新兴市场中的“赶超国”角色，通过复刻先行国的城镇化与工业化经验使得经济维持高增速，盈利驱动下股票有长期上涨基础。但短期看资金面，其高度依赖外资为印度股市带来高波动性。在考察了印度当前的经济情况后，中金公司认为，印度女性劳动参与率低，基础设施、营商环境短板突出，土地制度制约规模发展，资本市场估值偏高，这些因素使得投资印度也并非那么容易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231869755117840,"gmtCreate":1697617572736,"gmtModify":1697617620253,"author":{"id":"3494885189609432","authorId":"3494885189609432","name":"ya1776","avatar":"https://static.tigerbbs.com/d47a52c31e9a310eb67d297d11e5dc69","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494885189609432","authorIdStr":"3494885189609432"},"themes":[],"htmlText":"巴以冲突还会持续多久，对黄金，石油板块的影响指数多少？","listText":"巴以冲突还会持续多久，对黄金，石油板块的影响指数多少？","text":"巴以冲突还会持续多久，对黄金，石油板块的影响指数多少？","images":[{"img":"https://static.tigerbbs.com/e6df788a1586e800a760686d8f69e5e2","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231869755117840","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}