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Jimmy洗米家
2020-10-14
$美国银行(BAC)$
全球最大基金巴菲特波克夏资产管理与领航者资产管理两者同步不断买进
Jimmy洗米家
2020-10-14
$微博(WB)$
爽啦,跌下去
Jimmy洗米家
2020-10-14
看好未来美元以及复苏,如果你连一年都不想持有,那就一分钟都不要持有!
美国银行盘前下挫2%,Q3营收不及市场预期
Jimmy洗米家
2020-10-13
$石油服务ETF(OIH)$
五年后疫情结束或疫苗成功,大家闷死爆发出国开车、坐飞机、购物送货车、工厂开始运作,到时候大家石油需求暴增吧!不过,唯一的不会再像以前石油需求那么大,该注意的替代方案变多了,例如电动车、电池比例需求将取代石油的两成…
Jimmy洗米家
2020-10-13
$携程网(TCOM)$
爽啦!跌下去
Jimmy洗米家
2020-10-12
$小米集团-W(01810)$
气氛才刚起步,又要炒股出货了,快冲上30给我赚,要不暴跌15给我大加码,快
Jimmy洗米家
2020-10-07
又要像瑞幸咖啡来骗钱吗?
名创优品在美IPO定价区间为16.5-18.5美元
Jimmy洗米家
2020-09-25
$携程网(TCOM)$
都赔钱了,还能停留20~30美元不可思议,下一个瑞幸咖啡
Jimmy洗米家
2020-09-24
$小米集团-W(01810)$
哇哈哈,上周说会来到18元,快到了,是谁跟我说不会跌破20元的,是谁是谁
Jimmy洗米家
2020-09-21
汇丰早就不是欧洲银行了,中资势力介入,两方文化不同,难磨合成好企业
汇丰出大事了!股价腰斩之后何时见大底?
Jimmy洗米家
2020-09-17
$小米集团-W(01810)$
嘿嘿嘿,我上周说过了,会跌,离我想像18美元不远了
Jimmy洗米家
2020-09-15
哈哈,表示高点了啊,寻找替死鬼去接他的股票套现金,各位先去当替死鬼,我等15-18美元再进去
小米副董事长林斌出售3.5亿股,套现至多10亿美元
Jimmy洗米家
2020-09-10
巴菲特自己买的科技股十个九个赔钱,唯一成功的是投资苹果公司,只因为看上苹果公司是手机刷卡金融服务,看上苹果是全球最多手机刷卡之一!这也是巴菲特看得懂,巴菲特会买云端服务,不太可能,巴菲特连手机简讯下载都不会用,一定是波克夏接班人所操刀
抱歉,原内容已删除
Jimmy洗米家
2020-09-09
$小米集团-W(01810)$
快跌下去,熊熊来了!快跌到18元,我才能继续买
Jimmy洗米家
2020-09-09
3
$小米集团-W(01810)$
本益比33倍,可以再跌一下跌到18是合理价格
Jimmy洗米家
2020-09-08
$小米集团-W(01810)$
跌不够啦!跌多一点才能深蹲反弹跳更高!继续跌一成再进场👍👍👍
Jimmy洗米家
2020-09-04
$小米集团-W(01810)$
大家都在迷恋洗脑自己不会跌,哈哈哈
Jimmy洗米家
2020-09-03
$小米集团-W(01810)$
各位不怕死赶快进场捡便宜,让我们股票继续涨
Jimmy洗米家
2020-09-03
可怕,成立国家数位法币,你的消费一举一动政府正在盯得
抱歉,原内容已删除
Jimmy洗米家
2020-09-02
中国也泡沫,美国也泡沫,就是没人想给他泡沫,泡沫不了啊!
美联储或将大量买股票,美国史上最大的泡沫要来了?
去老虎APP查看更多动态
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","text":"看好未来美元以及复苏,如果你连一年都不想持有,那就一分钟都不要持有![开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309680262","repostId":"1127230624","repostType":4,"repost":{"id":"1127230624","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":1602673113,"share":"https://www.laohu8.com/m/news/1127230624?lang=&edition=full","pubTime":"2020-10-14 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/>\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>美国银行盘前下挫2%,Q3营收不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国银行盘前下挫2%,Q3营收不及市场预期\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\">2020-10-14 18:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月14日,美国银行盘前发布财报,财报显示:2020年第三季度营收203亿美元,市场预期208.06亿美元,去年同期229.55亿美元。</p><p>2020年第三季度每股盈利0.51美元,市场预期0.5美元,去年同期0.56美元。</p><p>第三季度调整后每股收益为0.99美元。</p><p>第三季度扣除利息费用的营收223.3亿美元。</p><p>第三季度信贷损失准备金51.2亿美元,市场预期18.6亿美元。</p><p>美国银行:第三季度净利息收入下降17%至101亿美元。</p><p>第三季度固定收益、外汇及大宗商品业务(FICC)营收增长3%至21亿美元。</p><p>第三季度不含债务估值调整的股票交易营收12.1亿美元。</p><p>第三季度非利息收入下降4%至102亿美元。</p><p>第三季度非利息收入27.12亿美元,去年同期26.14亿美元。</p><p>美国银行表示:承诺在2020年不再出现COVID-19相关裁员。</p><p>财报公布后,美国银行盘前跌超2%。</p><p><img src=\"https://static.tigerbbs.com/c11afd28189a269032dbfdb9919424ad\" tg-width=\"828\" tg-height=\"1663\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"BAC":"美国银行"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127230624","content_text":"10月14日,美国银行盘前发布财报,财报显示:2020年第三季度营收203亿美元,市场预期208.06亿美元,去年同期229.55亿美元。2020年第三季度每股盈利0.51美元,市场预期0.5美元,去年同期0.56美元。第三季度调整后每股收益为0.99美元。第三季度扣除利息费用的营收223.3亿美元。第三季度信贷损失准备金51.2亿美元,市场预期18.6亿美元。美国银行:第三季度净利息收入下降17%至101亿美元。第三季度固定收益、外汇及大宗商品业务(FICC)营收增长3%至21亿美元。第三季度不含债务估值调整的股票交易营收12.1亿美元。第三季度非利息收入下降4%至102亿美元。第三季度非利息收入27.12亿美元,去年同期26.14亿美元。美国银行表示:承诺在2020年不再出现COVID-19相关裁员。财报公布后,美国银行盘前跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309172925,"gmtCreate":1602611373867,"gmtModify":1703827190245,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OIH\">$石油服务ETF(OIH)$</a>五年后疫情结束或疫苗成功,大家闷死爆发出国开车、坐飞机、购物送货车、工厂开始运作,到时候大家石油需求暴增吧!不过,唯一的不会再像以前石油需求那么大,该注意的替代方案变多了,例如电动车、电池比例需求将取代石油的两成…[喷血] ","listText":"<a href=\"https://laohu8.com/S/OIH\">$石油服务ETF(OIH)$</a>五年后疫情结束或疫苗成功,大家闷死爆发出国开车、坐飞机、购物送货车、工厂开始运作,到时候大家石油需求暴增吧!不过,唯一的不会再像以前石油需求那么大,该注意的替代方案变多了,例如电动车、电池比例需求将取代石油的两成…[喷血] 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22:25","market":"us","language":"zh","title":"名创优品在美IPO定价区间为16.5-18.5美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157966153","media":"老虎资讯综合","summary":"公司计划在美国IPO中发行3040万ADS。","content":"<p><a href=\"https://laohu8.com/S/MNSO\">名创优品</a>计划在美国IPO中发行3040万ADS,预计定价区间在16.5-18.5美元/ADS。</p><p>名创优品表示:计划将IPO募集资金中的约20%用于技术和信息系统投资,约30%用于投资仓库和物流网络,约30%用于扩大门店网络。</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>名创优品在美IPO定价区间为16.5-18.5美元</title>\n<style 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href=\"https://laohu8.com/S/MNSO\">名创优品</a>计划在美国IPO中发行3040万ADS,预计定价区间在16.5-18.5美元/ADS。</p><p>名创优品表示:计划将IPO募集资金中的约20%用于技术和信息系统投资,约30%用于投资仓库和物流网络,约30%用于扩大门店网络。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/52440dc203a5e375da8f0ae0b21c55ca","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157966153","content_text":"名创优品计划在美国IPO中发行3040万ADS,预计定价区间在16.5-18.5美元/ADS。名创优品表示:计划将IPO募集资金中的约20%用于技术和信息系统投资,约30%用于投资仓库和物流网络,约30%用于扩大门店网络。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974688245,"gmtCreate":1601040488987,"gmtModify":1703823429426,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>都赔钱了,还能停留20~30美元不可思议,下一个瑞幸咖啡[捂脸] ","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>都赔钱了,还能停留20~30美元不可思议,下一个瑞幸咖啡[捂脸] ","text":"$携程网(TCOM)$都赔钱了,还能停留20~30美元不可思议,下一个瑞幸咖啡[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/974688245","isVote":1,"tweetType":1,"viewCount":5328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560128908569304","authorId":"3560128908569304","name":"RenG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560128908569304","authorIdStr":"3560128908569304"},"content":"就一个问题 大家出去旅游用不用携程","text":"就一个问题 大家出去旅游用不用携程","html":"就一个问题 大家出去旅游用不用携程"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974129780,"gmtCreate":1600959694140,"gmtModify":1703823192291,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>哇哈哈,上周说会来到18元,快到了,是谁跟我说不会跌破20元的,是谁是谁[捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>哇哈哈,上周说会来到18元,快到了,是谁跟我说不会跌破20元的,是谁是谁[捂脸] [捂脸] ","text":"$小米集团-W(01810)$哇哈哈,上周说会来到18元,快到了,是谁跟我说不会跌破20元的,是谁是谁[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/974129780","isVote":1,"tweetType":1,"viewCount":3110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975268680,"gmtCreate":1600714972140,"gmtModify":1703822236173,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"汇丰早就不是欧洲银行了,中资势力介入,两方文化不同,难磨合成好企业","listText":"汇丰早就不是欧洲银行了,中资势力介入,两方文化不同,难磨合成好企业","text":"汇丰早就不是欧洲银行了,中资势力介入,两方文化不同,难磨合成好企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975268680","repostId":"1199758705","repostType":4,"repost":{"id":"1199758705","kind":"news","pubTimestamp":1600693860,"share":"https://www.laohu8.com/m/news/1199758705?lang=&edition=full","pubTime":"2020-09-21 21:11","market":"us","language":"zh","title":"汇丰出大事了!股价腰斩之后何时见大底?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199758705","media":"格隆汇","summary":"汇丰控股因被商务部纳入《不可靠实体清单》和被卷入客户涉嫌诈骗的两则负面消息中,今天大跌5.33%,股价创11年新低。汇丰股价自2018年1月18日创下历史新高以来,一路狂泻跌去60%。如今汇丰的股价已","content":"<p><a href=\"https://laohu8.com/S/00005\">汇丰控股</a>因被商务部纳入《不可靠实体清单》和被卷入客户涉嫌诈骗的两则负面消息中,今天大跌5.33%,股价创11年新低。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>股价自2018年1月18日创下历史新高以来,一路狂泻跌去60%。如今汇丰的股价已经跌到2008年金融危机期间的水平;而从估值上看,汇丰的估值更是跌到了金融危机的最低点。</p><p><img src=\"https://static.tigerbbs.com/e6a3c51452e0de24b2197aec0495de08\" tg-width=\"1080\" tg-height=\"496\"></p><p>成立于1865年的汇丰,依靠香港和上海发展壮大成为全球举足轻重的银行,从2008年金融危机之后却止步不前,这两年更是走向没落之路。</p><p>汇丰会跟英国的国运一样,在经历“日不落”的光辉后,从此泯然众人吗?</p><p><b>正如投资圣经《证券分析》的封面所言:“现在已然衰朽者,将来可能重放异彩;现在备受青睐者,将来却可能黯然失色。”</b></p><p>如今深陷困境的汇丰还会不会有重放异彩的机会?汇丰的股价何时才能见大底?</p><p>01<b>汇丰业绩持续“暴雷”</b></p><p>汇丰的股价从2018年初开始下行,前面几个月没有什么利空的因素,主要是港股经历了2017年大牛市的正常回调;而后面,就是各种利空的持续出现。</p><p>从大环境而言——</p><p>2018年3月起,特朗普发起了贸易战,而且愈演愈烈,港股和A股都经历了全年的杀跌;2019年香港的政治事件对经济活动造成了很大的负面影响;而今年的新冠肺炎更是让香港的经济雪上加霜。</p><p>所以这三年港股市场一直处在下行区间中,对汇丰的股价自然就造成了一定的抑制。</p><p>但是汇丰本身经营上的问题才是其股价大跌的罪魁祸首——</p><p>从业绩上来看,汇丰近三年虽然营收保持5.67%的年化正增长,但是归母净利润从2019年开始大幅“暴雷”式下滑。</p><p>截至今年上半年,汇丰归母净利润同比大跌69%至31亿美元(2019年归母净利润同比大跌52.66%),营收也同比下降9%至267亿美元。</p><p><img src=\"https://static.tigerbbs.com/1bc78579b0798fb1c9b68d46bf311d22\" tg-width=\"1080\" tg-height=\"777\"></p><p><img src=\"https://static.tigerbbs.com/c06d95d0752f531e1bc5bd29750d5123\" tg-width=\"1080\" tg-height=\"777\"></p><p>汇丰2019年和今年上半年归母净利润的大幅下滑主要由两方面导致——信贷损失准备计提和商誉减值。</p><p>今年上半年,因新冠肺炎对经济造成的巨大影响,使得汇丰计提的预期信贷损失及其他信贷减值准备增加,上半年共计提68.75亿美元,从而进一步摊薄利润。</p><p><img src=\"https://static.tigerbbs.com/45b762ac62c97e5a01859e9e1300cd43\" tg-width=\"1080\" tg-height=\"352\"></p><p>而汇丰2020年上半年的列账基准利润亦包括一项12亿美元的软件无形资产减值,主要来自欧洲;而2019年,汇丰更是商誉减值了73亿美元。</p><p>2008年后,汇丰在北美洲一直受到洗钱案的指控和罚款。同时,美国十年期国债利率也从2%左右下滑至0%附近,息差的缩小进一步削减了银行业务在北美洲的利润。</p><p><img src=\"https://static.tigerbbs.com/87b1c2956574223c743dffecce512c82\" tg-width=\"1080\" tg-height=\"777\"></p><p>在欧洲市场方面,欧元区十年期公债和英国的十年期国债收益率从2005年的高位4%左右开始下滑,在2019 年双双徘徊在零利率附近;欧元区的十年期公债利率一度达到了-0.6%的利率水平。</p><p><img src=\"https://static.tigerbbs.com/8351c371b71648d00c6dfa99bf29b9d2\" tg-width=\"1080\" tg-height=\"777\"></p><p>不断减少的息差空间挤占了汇丰在欧洲的利润,汇丰在欧洲的税前利润占比由2005 年的30.5%不断缩小变窄,并于2016 年起出现亏损,到2019 年年末,汇丰在欧洲的除税前利润已持续四年亏损。</p><p><img src=\"https://static.tigerbbs.com/e8e8b8ece1d5890543cbd539505e4e10\" tg-width=\"1080\" tg-height=\"745\"></p><p>所以,现在汇丰经营上面临的最大问题是,亚洲业务为公司带来的盈利需要持续地给欧美亏损的业务输血。如今,汇丰开始在欧美大量精简架构、削减支出和出售低资本效益的业务。</p><p>02<b>汇丰的基本盘依旧扎实</b></p><p>作为成立了155年的银行,汇丰几乎历经了近代经济史上的种种危机而屹立不倒,跟其稳健经营息息相关。远的各种金融危机不谈,最近的一次危机便是2016年英国脱欧——</p><p>2016年6月23日英国脱欧公投通过,汇丰一天一度大跌12个点。英镑贬值、英国GDP大幅下降等等利空因素让市场对银行股的未来无比悲观。</p><p>而汇丰在脱欧公决前就未雨绸缪,及时将20%的办公室搬到巴黎。事后证明汇丰很好地应对了脱欧的风险,英国的经济也没有大家想象中那么糟糕,汇丰的股价也随着业务的好转而迎来一波上攻。</p><p>这一次,在新冠肺炎和欧美业务亏损的双重压力下,汇丰能不能再次绝地反击呢?</p><p>银行作为信用型企业,资产质量是决定银行发展的基石。汇丰近几年虽然业绩上不如人意,但是基本盘却是不断地在加强——</p><p>先来看核心一级资本充足率方面,2008年金融危机后,全球银行业的监管趋严,对资本充足率的要求越来越高。汇丰如今核心一级资本充足率达到15%,为近十年最高,有充足的准备金应对违约风险。</p><p><img src=\"https://static.tigerbbs.com/43e78d0c2698933833b8bdf3d8f63c6f\" tg-width=\"1080\" tg-height=\"777\"></p><p>而拨贷比方面,过去十年汇丰的总体趋势虽然是向下的,2018和2019年稍微反转,目前是1.01%,高于欧洲银行监管局的标准。</p><p><img src=\"https://static.tigerbbs.com/89c846f880fb9fe3a30e791924c83e32\" tg-width=\"1080\" tg-height=\"777\"></p><p>不良贷款率方面,汇丰在坏账的控制上,自2010年后就一直比较严格,坏账率逐渐走低,说明了公司的风控能力不断增强,运营上也不段趋于稳定。即使今年上半年全球经济遭受重创,汇丰的不良贷款率也依旧保持在仅为1.43%的水平。</p><p><img src=\"https://static.tigerbbs.com/9e4f968c43d471c5ad3cf6ec6393b5d6\" tg-width=\"1080\" tg-height=\"777\"></p><p>汇丰的流动资金覆盖比率在2015 到2018 年间不断上升,在2019年从154%下降至148%,总体而言保持着不断流动性上升的趋势。</p><p><img src=\"https://static.tigerbbs.com/257e1fac82eca8908822498033af61a8\" tg-width=\"1080\" tg-height=\"777\"></p><p>所以,即使今年经济上有很大的负面不确定性,但是汇丰的资产负债表是十分健康的,足以说明汇丰的基本盘依旧很扎实。</p><p>03<b>汇丰股价何时见底?</b></p><p>当谈到一只股票什么时候是底部的时候,特别是像汇丰这样在两年时间内跌去60%的情况,投资者往往关注的是利空是否释放完毕。</p><p>因为底部代表公司在交易层面上已经没有太大的抛压,而在股价的启动上需要看到利空出尽后的利好预期。</p><p>前面谈到的汇丰目前主要的利空有——</p><p><i>1、 经济下行导致拨备提升</i></p><p><i>2、 欧美业务亏损拖后腿</i></p><p><i>3、 公司经营上的负面消息(还有近期的华为事件)</i></p><p><b>今年全球的经济下行是定局,但是投资永远要向前看和看预期。</b></p><p>我国的银行股虽然经历了“让利1.5万亿”和“业绩指引”,但是通过半年报来看整体而言跟汇丰类似,大量的拨备计提影响利润。</p><p>如今全球经济处于缓慢复苏之中,汇丰恢复业绩扩张的时候,充足的拨备可以让后续拨备更少地计提,业绩端的利润自然也就释放了。</p><p>而欧美业务方面,我们需要关注的是汇丰处理的进度,看到商誉减值和亏损的拐点在哪。如果有这方面的进展,股价的向上敏感性就会很高。</p><p>银行业经营上的信誉风险在欧美主要银行中都有体现,汇丰现在的主业在香港,长期来看影响也不是很大。</p><p>04<b>结语</b></p><p>2018年以来,汇丰80%以上的净利润来自香港。而我国三分之二的对内和对外直接投资,以及大部分金融投资,都是通过香港进行。汇丰作为香港最大的银行,势必会在中国经济的高增长中持续受益。</p><p>而随着我国金融业对外开放,鼓励外资银行内地经营发展,已经是内地网点最多、地域覆盖最广的外资银行的汇丰,会凭借其优秀的经营水平在内地获得更大的发展空间。</p><p>所以,如今股价承压的汇丰是一个进入我们备选股票池的好标的,未来基本面改善的预期下,汇丰再次走出戴维斯双击的反弹行情指日可待。</p>","source":"gelonghui_highlight","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\" 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}\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汇丰出大事了!股价腰斩之后何时见大底?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-21 21:11 北京时间 <a href=https://www.gelonghui.com/p/410366><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰控股因被商务部纳入《不可靠实体清单》和被卷入客户涉嫌诈骗的两则负面消息中,今天大跌5.33%,股价创11年新低。汇丰股价自2018年1月18日创下历史新高以来,一路狂泻跌去60%。如今汇丰的股价已经跌到2008年金融危机期间的水平;而从估值上看,汇丰的估值更是跌到了金融危机的最低点。成立于1865年的汇丰,依靠香港和上海发展壮大成为全球举足轻重的银行,从2008年金融危机之后却止步不前,这两年...</p>\n\n<a href=\"https://www.gelonghui.com/p/410366\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69b183decce51c948b767ae91e3a8ac2","relate_stocks":{"HSBC":"汇丰","00005":"汇丰控股"},"source_url":"https://www.gelonghui.com/p/410366","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1199758705","content_text":"汇丰控股因被商务部纳入《不可靠实体清单》和被卷入客户涉嫌诈骗的两则负面消息中,今天大跌5.33%,股价创11年新低。汇丰股价自2018年1月18日创下历史新高以来,一路狂泻跌去60%。如今汇丰的股价已经跌到2008年金融危机期间的水平;而从估值上看,汇丰的估值更是跌到了金融危机的最低点。成立于1865年的汇丰,依靠香港和上海发展壮大成为全球举足轻重的银行,从2008年金融危机之后却止步不前,这两年更是走向没落之路。汇丰会跟英国的国运一样,在经历“日不落”的光辉后,从此泯然众人吗?正如投资圣经《证券分析》的封面所言:“现在已然衰朽者,将来可能重放异彩;现在备受青睐者,将来却可能黯然失色。”如今深陷困境的汇丰还会不会有重放异彩的机会?汇丰的股价何时才能见大底?01汇丰业绩持续“暴雷”汇丰的股价从2018年初开始下行,前面几个月没有什么利空的因素,主要是港股经历了2017年大牛市的正常回调;而后面,就是各种利空的持续出现。从大环境而言——2018年3月起,特朗普发起了贸易战,而且愈演愈烈,港股和A股都经历了全年的杀跌;2019年香港的政治事件对经济活动造成了很大的负面影响;而今年的新冠肺炎更是让香港的经济雪上加霜。所以这三年港股市场一直处在下行区间中,对汇丰的股价自然就造成了一定的抑制。但是汇丰本身经营上的问题才是其股价大跌的罪魁祸首——从业绩上来看,汇丰近三年虽然营收保持5.67%的年化正增长,但是归母净利润从2019年开始大幅“暴雷”式下滑。截至今年上半年,汇丰归母净利润同比大跌69%至31亿美元(2019年归母净利润同比大跌52.66%),营收也同比下降9%至267亿美元。汇丰2019年和今年上半年归母净利润的大幅下滑主要由两方面导致——信贷损失准备计提和商誉减值。今年上半年,因新冠肺炎对经济造成的巨大影响,使得汇丰计提的预期信贷损失及其他信贷减值准备增加,上半年共计提68.75亿美元,从而进一步摊薄利润。而汇丰2020年上半年的列账基准利润亦包括一项12亿美元的软件无形资产减值,主要来自欧洲;而2019年,汇丰更是商誉减值了73亿美元。2008年后,汇丰在北美洲一直受到洗钱案的指控和罚款。同时,美国十年期国债利率也从2%左右下滑至0%附近,息差的缩小进一步削减了银行业务在北美洲的利润。在欧洲市场方面,欧元区十年期公债和英国的十年期国债收益率从2005年的高位4%左右开始下滑,在2019 年双双徘徊在零利率附近;欧元区的十年期公债利率一度达到了-0.6%的利率水平。不断减少的息差空间挤占了汇丰在欧洲的利润,汇丰在欧洲的税前利润占比由2005 年的30.5%不断缩小变窄,并于2016 年起出现亏损,到2019 年年末,汇丰在欧洲的除税前利润已持续四年亏损。所以,现在汇丰经营上面临的最大问题是,亚洲业务为公司带来的盈利需要持续地给欧美亏损的业务输血。如今,汇丰开始在欧美大量精简架构、削减支出和出售低资本效益的业务。02汇丰的基本盘依旧扎实作为成立了155年的银行,汇丰几乎历经了近代经济史上的种种危机而屹立不倒,跟其稳健经营息息相关。远的各种金融危机不谈,最近的一次危机便是2016年英国脱欧——2016年6月23日英国脱欧公投通过,汇丰一天一度大跌12个点。英镑贬值、英国GDP大幅下降等等利空因素让市场对银行股的未来无比悲观。而汇丰在脱欧公决前就未雨绸缪,及时将20%的办公室搬到巴黎。事后证明汇丰很好地应对了脱欧的风险,英国的经济也没有大家想象中那么糟糕,汇丰的股价也随着业务的好转而迎来一波上攻。这一次,在新冠肺炎和欧美业务亏损的双重压力下,汇丰能不能再次绝地反击呢?银行作为信用型企业,资产质量是决定银行发展的基石。汇丰近几年虽然业绩上不如人意,但是基本盘却是不断地在加强——先来看核心一级资本充足率方面,2008年金融危机后,全球银行业的监管趋严,对资本充足率的要求越来越高。汇丰如今核心一级资本充足率达到15%,为近十年最高,有充足的准备金应对违约风险。而拨贷比方面,过去十年汇丰的总体趋势虽然是向下的,2018和2019年稍微反转,目前是1.01%,高于欧洲银行监管局的标准。不良贷款率方面,汇丰在坏账的控制上,自2010年后就一直比较严格,坏账率逐渐走低,说明了公司的风控能力不断增强,运营上也不段趋于稳定。即使今年上半年全球经济遭受重创,汇丰的不良贷款率也依旧保持在仅为1.43%的水平。汇丰的流动资金覆盖比率在2015 到2018 年间不断上升,在2019年从154%下降至148%,总体而言保持着不断流动性上升的趋势。所以,即使今年经济上有很大的负面不确定性,但是汇丰的资产负债表是十分健康的,足以说明汇丰的基本盘依旧很扎实。03汇丰股价何时见底?当谈到一只股票什么时候是底部的时候,特别是像汇丰这样在两年时间内跌去60%的情况,投资者往往关注的是利空是否释放完毕。因为底部代表公司在交易层面上已经没有太大的抛压,而在股价的启动上需要看到利空出尽后的利好预期。前面谈到的汇丰目前主要的利空有——1、 经济下行导致拨备提升2、 欧美业务亏损拖后腿3、 公司经营上的负面消息(还有近期的华为事件)今年全球的经济下行是定局,但是投资永远要向前看和看预期。我国的银行股虽然经历了“让利1.5万亿”和“业绩指引”,但是通过半年报来看整体而言跟汇丰类似,大量的拨备计提影响利润。如今全球经济处于缓慢复苏之中,汇丰恢复业绩扩张的时候,充足的拨备可以让后续拨备更少地计提,业绩端的利润自然也就释放了。而欧美业务方面,我们需要关注的是汇丰处理的进度,看到商誉减值和亏损的拐点在哪。如果有这方面的进展,股价的向上敏感性就会很高。银行业经营上的信誉风险在欧美主要银行中都有体现,汇丰现在的主业在香港,长期来看影响也不是很大。04结语2018年以来,汇丰80%以上的净利润来自香港。而我国三分之二的对内和对外直接投资,以及大部分金融投资,都是通过香港进行。汇丰作为香港最大的银行,势必会在中国经济的高增长中持续受益。而随着我国金融业对外开放,鼓励外资银行内地经营发展,已经是内地网点最多、地域覆盖最广的外资银行的汇丰,会凭借其优秀的经营水平在内地获得更大的发展空间。所以,如今股价承压的汇丰是一个进入我们备选股票池的好标的,未来基本面改善的预期下,汇丰再次走出戴维斯双击的反弹行情指日可待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972774052,"gmtCreate":1600354920876,"gmtModify":1703821365411,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>嘿嘿嘿,我上周说过了,会跌,离我想像18美元不远了[财迷] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>嘿嘿嘿,我上周说过了,会跌,离我想像18美元不远了[财迷] ","text":"$小米集团-W(01810)$嘿嘿嘿,我上周说过了,会跌,离我想像18美元不远了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/972774052","isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530432581799442","authorId":"3530432581799442","name":"badwest","avatar":"https://static.tigerbbs.com/d5e79322da33875ccd4f6f04cd2562be","crmLevel":1,"crmLevelSwitch":0,"idStr":"3530432581799442","authorIdStr":"3530432581799442"},"content":"是18港币吧!","text":"是18港币吧!","html":"是18港币吧!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972184979,"gmtCreate":1600152346091,"gmtModify":1703820486731,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"哈哈,表示高点了啊,寻找替死鬼去接他的股票套现金,各位先去当替死鬼,我等15-18美元再进去[财迷] ","listText":"哈哈,表示高点了啊,寻找替死鬼去接他的股票套现金,各位先去当替死鬼,我等15-18美元再进去[财迷] ","text":"哈哈,表示高点了啊,寻找替死鬼去接他的股票套现金,各位先去当替死鬼,我等15-18美元再进去[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972184979","repostId":"1116226698","repostType":2,"repost":{"id":"1116226698","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":1600081622,"share":"https://www.laohu8.com/m/news/1116226698?lang=&edition=full","pubTime":"2020-09-14 19:07","market":"hk","language":"zh","title":"小米副董事长林斌出售3.5亿股,套现至多10亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1116226698","media":"老虎资讯综合","summary":"每股出售价格在22.55-22.85港元之间。","content":"<p>据文件披露:<a href=\"https://laohu8.com/S/01810\">小米集团</a>副董事长林斌出售3.5亿股股票,每股出售价格在22.55-22.85港元之间,寻求套现至多10亿美元。</p>\n<p><img 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class=\"title\">\n小米副董事长林斌出售3.5亿股,套现至多10亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-09-14 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据文件披露:<a href=\"https://laohu8.com/S/01810\">小米集团</a>副董事长林斌出售3.5亿股股票,每股出售价格在22.55-22.85港元之间,寻求套现至多10亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/cd5bd67796a76eb0e81bde98601cae8e\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ceb27998d06d69f79bb8351c6966e3e3","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116226698","content_text":"据文件披露:小米集团副董事长林斌出售3.5亿股股票,每股出售价格在22.55-22.85港元之间,寻求套现至多10亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976278127,"gmtCreate":1599747916769,"gmtModify":1703819604019,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"巴菲特自己买的科技股十个九个赔钱,唯一成功的是投资苹果公司,只因为看上苹果公司是手机刷卡金融服务,看上苹果是全球最多手机刷卡之一!这也是巴菲特看得懂,巴菲特会买云端服务,不太可能,巴菲特连手机简讯下载都不会用,一定是波克夏接班人所操刀","listText":"巴菲特自己买的科技股十个九个赔钱,唯一成功的是投资苹果公司,只因为看上苹果公司是手机刷卡金融服务,看上苹果是全球最多手机刷卡之一!这也是巴菲特看得懂,巴菲特会买云端服务,不太可能,巴菲特连手机简讯下载都不会用,一定是波克夏接班人所操刀","text":"巴菲特自己买的科技股十个九个赔钱,唯一成功的是投资苹果公司,只因为看上苹果公司是手机刷卡金融服务,看上苹果是全球最多手机刷卡之一!这也是巴菲特看得懂,巴菲特会买云端服务,不太可能,巴菲特连手机简讯下载都不会用,一定是波克夏接班人所操刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/976278127","repostId":"1151052794","repostType":4,"isVote":1,"tweetType":1,"viewCount":1795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976197623,"gmtCreate":1599629399362,"gmtModify":1703819097300,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>快跌下去,熊熊来了!快跌到18元,我才能继续买","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>快跌下去,熊熊来了!快跌到18元,我才能继续买","text":"$小米集团-W(01810)$快跌下去,熊熊来了!快跌到18元,我才能继续买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/976197623","isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976346457,"gmtCreate":1599615962379,"gmtModify":1703819049505,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"3<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>本益比33倍,可以再跌一下跌到18是合理价格","listText":"3<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>跌不够啦!跌多一点才能深蹲反弹跳更高!继续跌一成再进场👍👍👍","text":"$小米集团-W(01810)$跌不够啦!跌多一点才能深蹲反弹跳更高!继续跌一成再进场👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/976087752","isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978851703,"gmtCreate":1599193008402,"gmtModify":1704221950332,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>大家都在迷恋洗脑自己不会跌,哈哈哈[捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>大家都在迷恋洗脑自己不会跌,哈哈哈[捂脸] [捂脸] ","text":"$小米集团-W(01810)$大家都在迷恋洗脑自己不会跌,哈哈哈[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978851703","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978952678,"gmtCreate":1599116195994,"gmtModify":1704221562696,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>各位不怕死赶快进场捡便宜,让我们股票继续涨[开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>各位不怕死赶快进场捡便宜,让我们股票继续涨[开心] [开心] ","text":"$小米集团-W(01810)$各位不怕死赶快进场捡便宜,让我们股票继续涨[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978952678","isVote":1,"tweetType":1,"viewCount":1401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978968294,"gmtCreate":1599108497718,"gmtModify":1704221530910,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"可怕,成立国家数位法币,你的消费一举一动政府正在盯得[捂脸] ","listText":"可怕,成立国家数位法币,你的消费一举一动政府正在盯得[捂脸] ","text":"可怕,成立国家数位法币,你的消费一举一动政府正在盯得[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978968294","repostId":"1156393182","repostType":2,"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978080672,"gmtCreate":1599061460396,"gmtModify":1704221375013,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"中国也泡沫,美国也泡沫,就是没人想给他泡沫,泡沫不了啊![捂脸] ","listText":"中国也泡沫,美国也泡沫,就是没人想给他泡沫,泡沫不了啊![捂脸] ","text":"中国也泡沫,美国也泡沫,就是没人想给他泡沫,泡沫不了啊![捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978080672","repostId":"1142746717","repostType":2,"repost":{"id":"1142746717","kind":"news","pubTimestamp":1599012225,"share":"https://www.laohu8.com/m/news/1142746717?lang=&edition=full","pubTime":"2020-09-02 10:03","market":"us","language":"zh","title":"美联储或将大量买股票,美国史上最大的泡沫要来了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142746717","media":"智通财经APP","summary":"智通财经APP获悉,近日,标准普尔500指数和纳斯达克指数均创下历史新高。Phoenix Capital首席市场策略师Graham Summers表示,市场开始意识到,美联储将很快买入大量股票,新一轮","content":"<p>智通财经APP获悉,近日,标准普尔500指数和纳斯达克指数均创下历史新高。Phoenix Capital首席市场策略师Graham Summers表示,市场开始意识到,美联储将很快买入大量股票,新一轮泡沫或许就要到来了。</p>\n<p><img src=\"https://static.tigerbbs.com/4fdba995c9e287e76be2f1ae56eb5354\" tg-width=\"968\" tg-height=\"634\"><img src=\"https://static.tigerbbs.com/bd498be86559b35bec7e02a6090a8e13\" tg-width=\"988\" tg-height=\"596\"></p>\n<p>美联储已经涉足很多市场了,包括美国国债市场(美国主权债务)、市政债券市场(由州和市发行的债券)、公司债券市场(公司发行的债券)、商业票据市场(短期公司债券市场)以及资产支持证券市场(学生贷款和存单等)。</p>\n<p>美联储不会是第一个买入股票的央行。瑞士央银多年来一直在印刷钞票并在美国股票市场上购买股票。</p>\n<p>日本央行也同样印刷钞票并购买股票,截至2019年3月,该行持有日本80%的ETF。在日本股市交易的公司中,日本央行是50%以上的公司的前十大股东。</p>\n<p>有部分投资者认为,类似的现象不会在美国发生。但在2019年,美联储暗示在下一次衰退期间或考虑实施极端货币政策。</p>\n<p>而现在,美联储正在这样做。糟糕的是,如果不在6月份引入一项新的货币计划,它甚至无法应对市场10%的回调,而市场此前还经历了多年来最强劲的反弹。</p>\n<p><img src=\"https://static.tigerbbs.com/3e7a10e3f53adc0886345b807f4d32b3\" tg-width=\"1242\" tg-height=\"753\"></p>\n<p>换句话说,美国正面临有史以来最大的泡沫:在这种情况下,为规避风险,美联储将花费数万亿美元使金融体系再膨胀。</p>\n<p>美联储已经在过去的三个月里花费了超过3万亿美元。预计到2021年底,这一数字将很快达到5万亿美元,甚至6万亿美元。</p>\n<p><b>Graham 认为,归根结底,美联储和其他央行陷入了一个恶性循环,它故意制造泡沫来应对每次连续的泡沫破裂。</b></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 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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美联储或将大量买股票,美国史上最大的泡沫要来了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-02 10:03 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/334003.html><strong>智通财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,近日,标准普尔500指数和纳斯达克指数均创下历史新高。Phoenix Capital首席市场策略师Graham Summers表示,市场开始意识到,美联储将很快买入大量股票,新一轮泡沫或许就要到来了。\n\n美联储已经涉足很多市场了,包括美国国债市场(美国主权债务)、市政债券市场(由州和市发行的债券)、公司债券市场(公司发行的债券)、商业票据市场(短期公司债券市场)以及资产支持...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/334003.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21536839407f2b6ae1dca6511b7a1e43","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/334003.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142746717","content_text":"智通财经APP获悉,近日,标准普尔500指数和纳斯达克指数均创下历史新高。Phoenix Capital首席市场策略师Graham Summers表示,市场开始意识到,美联储将很快买入大量股票,新一轮泡沫或许就要到来了。\n\n美联储已经涉足很多市场了,包括美国国债市场(美国主权债务)、市政债券市场(由州和市发行的债券)、公司债券市场(公司发行的债券)、商业票据市场(短期公司债券市场)以及资产支持证券市场(学生贷款和存单等)。\n美联储不会是第一个买入股票的央行。瑞士央银多年来一直在印刷钞票并在美国股票市场上购买股票。\n日本央行也同样印刷钞票并购买股票,截至2019年3月,该行持有日本80%的ETF。在日本股市交易的公司中,日本央行是50%以上的公司的前十大股东。\n有部分投资者认为,类似的现象不会在美国发生。但在2019年,美联储暗示在下一次衰退期间或考虑实施极端货币政策。\n而现在,美联储正在这样做。糟糕的是,如果不在6月份引入一项新的货币计划,它甚至无法应对市场10%的回调,而市场此前还经历了多年来最强劲的反弹。\n\n换句话说,美国正面临有史以来最大的泡沫:在这种情况下,为规避风险,美联储将花费数万亿美元使金融体系再膨胀。\n美联储已经在过去的三个月里花费了超过3万亿美元。预计到2021年底,这一数字将很快达到5万亿美元,甚至6万亿美元。\nGraham 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哇,奇异美商跌到2009年金融风暴的价钱[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/967100030","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901062825,"gmtCreate":1557340663867,"gmtModify":1704802389641,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"$老虎证券(TIGR)$哈哈,我想知道很多人持股8美元抱到20美元的时候炫耀说续抱不卖,不晓得跌回来他的心情如何?","listText":"$老虎证券(TIGR)$哈哈,我想知道很多人持股8美元抱到20美元的时候炫耀说续抱不卖,不晓得跌回来他的心情如何?","text":"$老虎证券(TIGR)$哈哈,我想知道很多人持股8美元抱到20美元的时候炫耀说续抱不卖,不晓得跌回来他的心情如何?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/901062825","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909327869,"gmtCreate":1556122053451,"gmtModify":1704800086492,"author":{"id":"3499168037838928","authorId":"3499168037838928","name":"Jimmy洗米家","avatar":"https://static.tigerbbs.com/76fd4836c93b52baf3896e35887bd5a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499168037838928","authorIdStr":"3499168037838928"},"themes":[],"htmlText":"$老虎证券(TIGR)$蜜月期结束啦!不要再留恋了!要赚大钱要每月小投资当基金,短期再暴涨机率不大了!证券又不是科技可以发明新产品。","listText":"$老虎证券(TIGR)$蜜月期结束啦!不要再留恋了!要赚大钱要每月小投资当基金,短期再暴涨机率不大了!证券又不是科技可以发明新产品。","text":"$老虎证券(TIGR)$蜜月期结束啦!不要再留恋了!要赚大钱要每月小投资当基金,短期再暴涨机率不大了!证券又不是科技可以发明新产品。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/909327869","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518437135749434","authorId":"3518437135749434","name":"els","avatar":"https://static.tigerbbs.com/46ffce4cf3a3c17473797ed78ccb14b5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3518437135749434","authorIdStr":"3518437135749434"},"content":"Sell TIGR, then use the money to buy SQQQ at $8.60 and above!","text":"Sell TIGR, then use the money to buy SQQQ at $8.60 and above!","html":"Sell TIGR, then use the money to buy SQQQ at $8.60 and above!"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}