想不出来取啥名的个人主页 - 老虎社区

想不出来取啥名

想不出来取啥名

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想不出来取啥名

2022-10-28

$老虎证券(TIGR)$

想不出来取啥名

2021-06-25

[财迷] [财迷] [财迷]

想不出来取啥名

2021-05-28

$京东物流(02618)$[财迷]

想不出来取啥名

2021-04-02

看不下去了你想干嘛你倒是说啊，说了就去干，别墨迹

抱歉，原内容已删除

想不出来取啥名

2021-01-27

冲鸭，赚多点才够A股亏的

抱歉，原内容已删除

想不出来取啥名

2020-11-10

大A股走出自我，万年保持低位

抱歉，原内容已删除

想不出来取啥名

2020-10-30

$合景悠活(03913)$最近的打新不香了

想不出来取啥名

2020-10-28

$金辉控股(09993)$港股打新中的第二支，破发的第二支

想不出来取啥名

2020-10-23

$先声药业(02096)$第一次港股打新，不仅吃吃到肉，自己的肉还被割了坨

想不出来取啥名

2020-10-16

很好，不买

市场消息：蚂蚁集团拟将IPO估值目标上调至2800亿美元

想不出来取啥名

2020-10-16

$名创优品(MNSO)$首次尝试美股打新，盒饭加鸡腿

去老虎APP查看更多动态

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13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月16日讯，据知情人士透露，由于需求强劲，蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施，蚂蚁集团仍在推进IPO进程。</p><p>由于事项尚未公开而不愿具名的知情人士称，在与投资者初步讨论后，蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称，蚂蚁集团计划通过IPO募集约350亿美元。</p><p>知情人士称，虽然美国可能会有不利举措，但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易，将于香港和上海两地同时上市。若估值为2800亿美元，蚂蚁集团规模将超过美国银行，三倍于花旗集团，其IPO发行规模将超过沙特阿美创纪录的290亿美元。（彭博）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157820460","content_text":"10月16日讯，据知情人士透露，由于需求强劲，蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施，蚂蚁集团仍在推进IPO进程。由于事项尚未公开而不愿具名的知情人士称，在与投资者初步讨论后，蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称，蚂蚁集团计划通过IPO募集约350亿美元。知情人士称，虽然美国可能会有不利举措，但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易，将于香港和上海两地同时上市。若估值为2800亿美元，蚂蚁集团规模将超过美国银行，三倍于花旗集团，其IPO发行规模将超过沙特阿美创纪录的290亿美元。（彭博）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303088885,"gmtCreate":1602822868647,"gmtModify":1703828067507,"author":{"id":"3507877532425449","authorId":"3507877532425449","name":"想不出来取啥名","avatar":"https://static.tigerbbs.com/35c5b4c85dec5245b942dc184951d772","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3507877532425449","authorIdStr":"3507877532425449"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司称，在大规模试验中，其新冠疫苗阻止了90%的感染。这一重磅消息可能在很大程度上刺激了欧美股市和原油市场的表现。辉瑞盘前狂涨13%。美股开盘后，辉瑞大涨逾14%，BioNTech大涨超24%。而且从市场结构来看，传统板块狂涨，一些受益于疫情的科技股则出现狂跌。</p><p>复星集团董事长郭广昌表示，复星新冠疫苗在全球的研发合作伙伴辉瑞和BioNTech刚刚宣布，根据三期临床试验的初步分析数据，这次我们合作研发的mRNA疫苗有效率高达90%，而普通流感疫苗也只有70%左右的保护率，远超我们此前的预期，更远远高于FDA要求的50%以上即可获批上市。</p><p>市值近1200亿的<a href=\"https://laohu8.com/S/600196\">复星医药</a>来到嗨点，股价或有亮眼表现。</p><p>值得注意的是，据央视新闻，在刚刚召开的全国抗疫先进事迹报告会，谈到抗疫经历，钟南山说：“我们不能够就此停止，因为现在的疫情还是比较严重的，特别是周边，所以我们在科研上、在防治的水平上都要做更多的努力，为全世界贡献我们更大的力量。”</p><p><b>　接下来，A股怎么走？</b></p><p><b>　　大狂欢！</b></p><p>已经很长时间没有见过本周一这种架势了。</p><p>周一的A股表现较强，但相对于欧美股市而言，也只能算是“小弟”。北京时间周一晚上20时左右，欧洲股市突然发狂。下面来看一下，几个主要欧洲股市的涨幅。截至北京时间21：30，旅游圣地希腊股市的涨幅超10%，西班牙、法国、奥地利股市涨幅皆超7%，欧股整体涨幅超6%。丝毫没有成熟市场的传统“稳重”，却有一种积压太久的燥动。</p><p><img src=\"http://n.sinaimg.cn/spider20201110/39/w487h352/20201110/013c-kcunqzc2573663.png\" tg-width=\"487\" tg-height=\"352\"></p><p>转头来看美股期指表现，道指涨幅超6%，标普超过4%。</p><p><img src=\"http://n.sinaimg.cn/spider20201110/777/w653h124/20201110/218b-kcunqzc2573664.png\" tg-width=\"653\" tg-height=\"124\"></p><p>美股周期股全线狂涨，银行股盘前普涨，巴克莱涨17%，<a href=\"https://laohu8.com/S/ING\">荷兰国际</a>银行涨10%，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>、<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>涨8.8%，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团涨超6%。美股石油股盘前短线拉升，荷兰皇家壳牌、<a href=\"https://laohu8.com/S/TOT\">道达尔</a>和<a href=\"https://laohu8.com/S/BP\">英国石油</a>均涨超10%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨7.3%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油涨6.1%。</p><p>不过，疫情期间狂涨的美股大型科技股盘面普跌，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>大跌16.2%，奈飞跌5.7%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌4.1%，Paypal、<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌超3%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近2%。</p><p>最值得看一下的就是国际油价，涨幅不能再疯狂，NYMEX原油暴涨超10%。</p><p><img src=\"http://n.sinaimg.cn/spider20201110/210/w730h280/20201110/5717-kcunqzc2573715.png\" tg-width=\"730\" tg-height=\"280\"></p><p>除了大型科技股走势较弱之外，黄金也出现了暴跌，日内最大跌幅达4%。</p><p>疫苗重磅！科学和人类的美好日子</p><p>股市大涨的原因，除了拜登，最有可能就是疫苗。</p><p>辉瑞公司和BioNTech周一宣布，他们的冠状病毒疫苗在预防Covid-19（无先前感染迹象的人）中对预防Covid-19的有效性超过90%，这将这一发展称为“科学和人类的美好日子”。</p><p>辉瑞董事长兼首席执行官阿尔伯特·布尔拉博士（Albert Bourla）告诉CNBC的梅格·提尔（Meg Tirell）在“Squawk Box”上说：“我认为我们可以看到隧道尽头的光。”</p><p>这家美国制药巨头和德国生物技术公司宣布这一消息之际，世界各地的制药商和研究中心都在争相提供安全有效的疫苗，以试图终结新冠状病毒大流行。科学家们希望一种能达到至少75%有效性的冠状病毒疫苗，而白宫冠状病毒顾问Anthony Fauci博士说，可以接受一种50%或60%有效的疫苗。</p><p>该结果基于外部和独立的数据监测委员会根据第三阶段临床研究进行的首次中期疗效分析。独立的专家小组负责监督美国的临床试验，以确保参与者的安全。</p><p>该分析评估了该试验的43538名参与者中的94例确诊的Covid-19感染。辉瑞公司和BioNTech公司说，接种疫苗的人和接受安慰剂的人之间的病例分开表明，第二剂接种后7天，疫苗的有效率达到90%以上。</p><p>根据疾病控制和预防中心的数据，一种超过90%的有效冠状病毒疫苗与一剂麻疹疫苗大致相当，后者的有效率约为93%。疾病预防控制中心说，相比之下，流感疫苗在整个人群中将流感病的风险降低了40%至60%。</p><p>这意味着在初次接种疫苗后的28天即可获得针对Covid-19的保护，其中包括两剂时间表。但是，随着安全性和其他数据的不断收集，最终疫苗功效百分比可能会有所不同。</p><p>Bourla在一份声明中说：“我们的3期COVID-19疫苗试验的第一组结果提供了疫苗预防COVID-19的能力的初步证据。我们的疫苗开发计划正在达到这个关键的里程碑，感染率创下了新的纪录，医院接近承受极限，经济正在努力重新开放。通过今天的新闻，我们向为全世界的人们提供急需的突破，帮助终结这场全球健康危机迈出了重要的一步。我们期待在未来几周内分享成千上万名参与者产生的其他功效和安全性数据。”</p><p>辉瑞和BioNTech表示，该试验的全球参与者中约有42%具有不同种族和种族背景，并补充说，尚未有任何严重的安全隐患报道。两家公司表示，他们计划在拥有两个月的数据后立即向美国食品药品监督管理局提交紧急使用授权，目前该数据已在11月的第三周发布。根据目前的预测，辉瑞和BioNTech预计到2020年将生产多达5000万剂疫苗，到2021年将生产多达13亿剂疫苗。</p><p>在世界范围内运送亿万种冠状病毒疫苗的计划引起了有关物流和分销的疑问，部分原因是需要将其储存在过冷的容器中并进行运输。</p><p>美国官员和科学家们希望，一种预防Covid-19的疫苗将在2021年上半年准备就绪，也即自中国科学家首次鉴定冠状病毒并确定其基因序列之后的12至18个月。这是一个破纪录的时间表，通常一个有效而安全的疫苗大约需要十年的时间。腮腺炎是有史以来最快的疫苗开发，历时四年多，并于1967年获得许可。</p><p>美国西奈山<a href=\"https://laohu8.com/S/IKAN\">伊坎</a>医学院微生物系的教授弗洛里安·克莱默表示，辉瑞疫苗的结果很好，其功效可能比预期的要高，这可能意味着，至少在美国，很快就会有疫苗申请获得批准。当然，最好能看到有关具体年龄的数据，但我怀疑这些数据很快就会公布。坦白地说，这是1月10日以来我收到的最好的消息。</p><p>在上述消息发布之后，美国总统特朗普也发声了，他发推称：股市大涨，疫苗即将上市，报告有效90%。好消息！</p><p><b>　板块急速切换，A股怎么走？</b></p><p>从市场结构来看，美股盘面出现了急速切换的情况，即从科技股快速切换至强周期，也即从疫情受益切换至疫后受益。其实，在此之前，有国际大行发布过类似的报告。</p><p>该报告称，疫情缓解预期出现的时候，资金会从科技股转向周期股。因为，在疫情期间，受益于先进技术，一些科技股的估值被拔得很高，而一些周期类大蓝筹则被压得很低。当疫情预期扭转时，周期类大蓝筹的估值会有一个快速修复的过程。于是，就会出现前述之风格快速切换的情况。</p><p>那么，A股市场会怎么走？从大市走势来看，短期之内，应该会伴随外围市场有一次冲高的过程，毕竟在欧美大涨的同时，A50期指也有一次快速拉升。但从长远来看，无论是中国，还是欧美大概率会有一次货币政策正常化的过程，这个过程应该会随着疫情缓和逐渐出现。而中国的速度可能会更快一些。在这个过程当中，市场整体上可能很难有较好的表现。<img src=\"http://n.sinaimg.cn/spider20201110/210/w726h284/20201110/5862-kcunqzc2573713.png\" tg-width=\"726\" tg-height=\"284\">从结构来看，在此之前，很多避险类别的资金囤积在白酒和部分科技龙头股当中，而一些强周期板的表现相对落后。特别是需要向实体让利的金融行业，景气度急跌的航空、石油石化、餐饮等行业估值遭到相当大的压抑，基金配置比例也较低，随着海外市场结构的变化，这类板块在短期内，可能会受资金追捧。后续货币政策正常化过程当中，叠加年底基金净值考核等因素，利率敏感性行业可能会遭遇到一些周线级别的冲击。</p>","collect":0,"html":"<!DOCTYPE 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}\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欧美官宣最牛疫苗！全球股市暴涨，A股怎么走？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2020-11-10 00:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>全球股市涨疯了！</p><p>11月9日20时左右，欧股突然暴拉，德国DAX指数涨超6%，法国CAC40指数涨超7%，西班牙IBEX35指数涨超9.4%，意大利富时MIB指数涨超6.1%。美股期指狂涨，道指期货一度大涨超1700点，标普涨幅超4%。国际油价持续飙升，美布两油继续上行，WTI原油期货大涨10%，布伦特原油期货涨约9%。</p><p>美股大幅高开，道指涨5.36%，纳指涨1.27%，标普500指数涨2.1%，其中，标普500指数、道指创历史新高。截至券商中国发稿，道指涨3.95%，纳指涨0.98%，标普500指数涨2.79%。</p><p>这背后的刺激因素究竟是啥？分析人士认为，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司称，在大规模试验中，其新冠疫苗阻止了90%的感染。这一重磅消息可能在很大程度上刺激了欧美股市和原油市场的表现。辉瑞盘前狂涨13%。美股开盘后，辉瑞大涨逾14%，BioNTech大涨超24%。而且从市场结构来看，传统板块狂涨，一些受益于疫情的科技股则出现狂跌。</p><p>复星集团董事长郭广昌表示，复星新冠疫苗在全球的研发合作伙伴辉瑞和BioNTech刚刚宣布，根据三期临床试验的初步分析数据，这次我们合作研发的mRNA疫苗有效率高达90%，而普通流感疫苗也只有70%左右的保护率，远超我们此前的预期，更远远高于FDA要求的50%以上即可获批上市。</p><p>市值近1200亿的<a href=\"https://laohu8.com/S/600196\">复星医药</a>来到嗨点，股价或有亮眼表现。</p><p>值得注意的是，据央视新闻，在刚刚召开的全国抗疫先进事迹报告会，谈到抗疫经历，钟南山说：“我们不能够就此停止，因为现在的疫情还是比较严重的，特别是周边，所以我们在科研上、在防治的水平上都要做更多的努力，为全世界贡献我们更大的力量。”</p><p><b>　接下来，A股怎么走？</b></p><p><b>　　大狂欢！</b></p><p>已经很长时间没有见过本周一这种架势了。</p><p>周一的A股表现较强，但相对于欧美股市而言，也只能算是“小弟”。北京时间周一晚上20时左右，欧洲股市突然发狂。下面来看一下，几个主要欧洲股市的涨幅。截至北京时间21：30，旅游圣地希腊股市的涨幅超10%，西班牙、法国、奥地利股市涨幅皆超7%，欧股整体涨幅超6%。丝毫没有成熟市场的传统“稳重”，却有一种积压太久的燥动。</p><p><img src=\"http://n.sinaimg.cn/spider20201110/39/w487h352/20201110/013c-kcunqzc2573663.png\" tg-width=\"487\" tg-height=\"352\"></p><p>转头来看美股期指表现，道指涨幅超6%，标普超过4%。</p><p><img src=\"http://n.sinaimg.cn/spider20201110/777/w653h124/20201110/218b-kcunqzc2573664.png\" tg-width=\"653\" tg-height=\"124\"></p><p>美股周期股全线狂涨，银行股盘前普涨，巴克莱涨17%，<a href=\"https://laohu8.com/S/ING\">荷兰国际</a>银行涨10%，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>、<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>涨8.8%，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团涨超6%。美股石油股盘前短线拉升，荷兰皇家壳牌、<a href=\"https://laohu8.com/S/TOT\">道达尔</a>和<a href=\"https://laohu8.com/S/BP\">英国石油</a>均涨超10%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨7.3%，<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油涨6.1%。</p><p>不过，疫情期间狂涨的美股大型科技股盘面普跌，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>大跌16.2%，奈飞跌5.7%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌4.1%，Paypal、<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌超3%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近2%。</p><p>最值得看一下的就是国际油价，涨幅不能再疯狂，NYMEX原油暴涨超10%。</p><p><img src=\"http://n.sinaimg.cn/spider20201110/210/w730h280/20201110/5717-kcunqzc2573715.png\" tg-width=\"730\" tg-height=\"280\"></p><p>除了大型科技股走势较弱之外，黄金也出现了暴跌，日内最大跌幅达4%。</p><p>疫苗重磅！科学和人类的美好日子</p><p>股市大涨的原因，除了拜登，最有可能就是疫苗。</p><p>辉瑞公司和BioNTech周一宣布，他们的冠状病毒疫苗在预防Covid-19（无先前感染迹象的人）中对预防Covid-19的有效性超过90%，这将这一发展称为“科学和人类的美好日子”。</p><p>辉瑞董事长兼首席执行官阿尔伯特·布尔拉博士（Albert Bourla）告诉CNBC的梅格·提尔（Meg Tirell）在“Squawk Box”上说：“我认为我们可以看到隧道尽头的光。”</p><p>这家美国制药巨头和德国生物技术公司宣布这一消息之际，世界各地的制药商和研究中心都在争相提供安全有效的疫苗，以试图终结新冠状病毒大流行。科学家们希望一种能达到至少75%有效性的冠状病毒疫苗，而白宫冠状病毒顾问Anthony Fauci博士说，可以接受一种50%或60%有效的疫苗。</p><p>该结果基于外部和独立的数据监测委员会根据第三阶段临床研究进行的首次中期疗效分析。独立的专家小组负责监督美国的临床试验，以确保参与者的安全。</p><p>该分析评估了该试验的43538名参与者中的94例确诊的Covid-19感染。辉瑞公司和BioNTech公司说，接种疫苗的人和接受安慰剂的人之间的病例分开表明，第二剂接种后7天，疫苗的有效率达到90%以上。</p><p>根据疾病控制和预防中心的数据，一种超过90%的有效冠状病毒疫苗与一剂麻疹疫苗大致相当，后者的有效率约为93%。疾病预防控制中心说，相比之下，流感疫苗在整个人群中将流感病的风险降低了40%至60%。</p><p>这意味着在初次接种疫苗后的28天即可获得针对Covid-19的保护，其中包括两剂时间表。但是，随着安全性和其他数据的不断收集，最终疫苗功效百分比可能会有所不同。</p><p>Bourla在一份声明中说：“我们的3期COVID-19疫苗试验的第一组结果提供了疫苗预防COVID-19的能力的初步证据。我们的疫苗开发计划正在达到这个关键的里程碑，感染率创下了新的纪录，医院接近承受极限，经济正在努力重新开放。通过今天的新闻，我们向为全世界的人们提供急需的突破，帮助终结这场全球健康危机迈出了重要的一步。我们期待在未来几周内分享成千上万名参与者产生的其他功效和安全性数据。”</p><p>辉瑞和BioNTech表示，该试验的全球参与者中约有42%具有不同种族和种族背景，并补充说，尚未有任何严重的安全隐患报道。两家公司表示，他们计划在拥有两个月的数据后立即向美国食品药品监督管理局提交紧急使用授权，目前该数据已在11月的第三周发布。根据目前的预测，辉瑞和BioNTech预计到2020年将生产多达5000万剂疫苗，到2021年将生产多达13亿剂疫苗。</p><p>在世界范围内运送亿万种冠状病毒疫苗的计划引起了有关物流和分销的疑问，部分原因是需要将其储存在过冷的容器中并进行运输。</p><p>美国官员和科学家们希望，一种预防Covid-19的疫苗将在2021年上半年准备就绪，也即自中国科学家首次鉴定冠状病毒并确定其基因序列之后的12至18个月。这是一个破纪录的时间表，通常一个有效而安全的疫苗大约需要十年的时间。腮腺炎是有史以来最快的疫苗开发，历时四年多，并于1967年获得许可。</p><p>美国西奈山<a href=\"https://laohu8.com/S/IKAN\">伊坎</a>医学院微生物系的教授弗洛里安·克莱默表示，辉瑞疫苗的结果很好，其功效可能比预期的要高，这可能意味着，至少在美国，很快就会有疫苗申请获得批准。当然，最好能看到有关具体年龄的数据，但我怀疑这些数据很快就会公布。坦白地说，这是1月10日以来我收到的最好的消息。</p><p>在上述消息发布之后，美国总统特朗普也发声了，他发推称：股市大涨，疫苗即将上市，报告有效90%。好消息！</p><p><b>　板块急速切换，A股怎么走？</b></p><p>从市场结构来看，美股盘面出现了急速切换的情况，即从科技股快速切换至强周期，也即从疫情受益切换至疫后受益。其实，在此之前，有国际大行发布过类似的报告。</p><p>该报告称，疫情缓解预期出现的时候，资金会从科技股转向周期股。因为，在疫情期间，受益于先进技术，一些科技股的估值被拔得很高，而一些周期类大蓝筹则被压得很低。当疫情预期扭转时，周期类大蓝筹的估值会有一个快速修复的过程。于是，就会出现前述之风格快速切换的情况。</p><p>那么，A股市场会怎么走？从大市走势来看，短期之内，应该会伴随外围市场有一次冲高的过程，毕竟在欧美大涨的同时，A50期指也有一次快速拉升。但从长远来看，无论是中国，还是欧美大概率会有一次货币政策正常化的过程，这个过程应该会随着疫情缓和逐渐出现。而中国的速度可能会更快一些。在这个过程当中，市场整体上可能很难有较好的表现。<img src=\"http://n.sinaimg.cn/spider20201110/210/w726h284/20201110/5862-kcunqzc2573713.png\" tg-width=\"726\" tg-height=\"284\">从结构来看，在此之前，很多避险类别的资金囤积在白酒和部分科技龙头股当中，而一些强周期板的表现相对落后。特别是需要向实体让利的金融行业，景气度急跌的航空、石油石化、餐饮等行业估值遭到相当大的压抑，基金配置比例也较低，随着海外市场结构的变化，这类板块在短期内，可能会受资金追捧。后续货币政策正常化过程当中，叠加年底基金净值考核等因素，利率敏感性行业可能会遭遇到一些周线级别的冲击。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/spider20201110/133/w600h333/20201110/1bbf-kcunqzc2573527.jpg","relate_stocks":{"159938":"医药","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082133233","content_text":"全球股市涨疯了！11月9日20时左右，欧股突然暴拉，德国DAX指数涨超6%，法国CAC40指数涨超7%，西班牙IBEX35指数涨超9.4%，意大利富时MIB指数涨超6.1%。美股期指狂涨，道指期货一度大涨超1700点，标普涨幅超4%。国际油价持续飙升，美布两油继续上行，WTI原油期货大涨10%，布伦特原油期货涨约9%。美股大幅高开，道指涨5.36%，纳指涨1.27%，标普500指数涨2.1%，其中，标普500指数、道指创历史新高。截至券商中国发稿，道指涨3.95%，纳指涨0.98%，标普500指数涨2.79%。这背后的刺激因素究竟是啥？分析人士认为，辉瑞公司称，在大规模试验中，其新冠疫苗阻止了90%的感染。这一重磅消息可能在很大程度上刺激了欧美股市和原油市场的表现。辉瑞盘前狂涨13%。美股开盘后，辉瑞大涨逾14%，BioNTech大涨超24%。而且从市场结构来看，传统板块狂涨，一些受益于疫情的科技股则出现狂跌。复星集团董事长郭广昌表示，复星新冠疫苗在全球的研发合作伙伴辉瑞和BioNTech刚刚宣布，根据三期临床试验的初步分析数据，这次我们合作研发的mRNA疫苗有效率高达90%，而普通流感疫苗也只有70%左右的保护率，远超我们此前的预期，更远远高于FDA要求的50%以上即可获批上市。市值近1200亿的复星医药来到嗨点，股价或有亮眼表现。值得注意的是，据央视新闻，在刚刚召开的全国抗疫先进事迹报告会，谈到抗疫经历，钟南山说：“我们不能够就此停止，因为现在的疫情还是比较严重的，特别是周边，所以我们在科研上、在防治的水平上都要做更多的努力，为全世界贡献我们更大的力量。”　接下来，A股怎么走？　　大狂欢！已经很长时间没有见过本周一这种架势了。周一的A股表现较强，但相对于欧美股市而言，也只能算是“小弟”。北京时间周一晚上20时左右，欧洲股市突然发狂。下面来看一下，几个主要欧洲股市的涨幅。截至北京时间21：30，旅游圣地希腊股市的涨幅超10%，西班牙、法国、奥地利股市涨幅皆超7%，欧股整体涨幅超6%。丝毫没有成熟市场的传统“稳重”，却有一种积压太久的燥动。转头来看美股期指表现，道指涨幅超6%，标普超过4%。美股周期股全线狂涨，银行股盘前普涨，巴克莱涨17%，荷兰国际银行涨10%，瑞士信贷、汇丰控股涨8.8%，摩根大通、花旗集团涨超6%。美股石油股盘前短线拉升，荷兰皇家壳牌、道达尔和英国石油均涨超10%，雪佛龙涨7.3%，埃克森美孚石油涨6.1%。不过，疫情期间狂涨的美股大型科技股盘面普跌，Zoom大跌16.2%，奈飞跌5.7%，亚马逊跌4.1%，Paypal、Facebook跌超3%，微软、Salesforce、英伟达跌近2%。最值得看一下的就是国际油价，涨幅不能再疯狂，NYMEX原油暴涨超10%。除了大型科技股走势较弱之外，黄金也出现了暴跌，日内最大跌幅达4%。疫苗重磅！科学和人类的美好日子股市大涨的原因，除了拜登，最有可能就是疫苗。辉瑞公司和BioNTech周一宣布，他们的冠状病毒疫苗在预防Covid-19（无先前感染迹象的人）中对预防Covid-19的有效性超过90%，这将这一发展称为“科学和人类的美好日子”。辉瑞董事长兼首席执行官阿尔伯特·布尔拉博士（Albert Bourla）告诉CNBC的梅格·提尔（Meg Tirell）在“Squawk Box”上说：“我认为我们可以看到隧道尽头的光。”这家美国制药巨头和德国生物技术公司宣布这一消息之际，世界各地的制药商和研究中心都在争相提供安全有效的疫苗，以试图终结新冠状病毒大流行。科学家们希望一种能达到至少75%有效性的冠状病毒疫苗，而白宫冠状病毒顾问Anthony Fauci博士说，可以接受一种50%或60%有效的疫苗。该结果基于外部和独立的数据监测委员会根据第三阶段临床研究进行的首次中期疗效分析。独立的专家小组负责监督美国的临床试验，以确保参与者的安全。该分析评估了该试验的43538名参与者中的94例确诊的Covid-19感染。辉瑞公司和BioNTech公司说，接种疫苗的人和接受安慰剂的人之间的病例分开表明，第二剂接种后7天，疫苗的有效率达到90%以上。根据疾病控制和预防中心的数据，一种超过90%的有效冠状病毒疫苗与一剂麻疹疫苗大致相当，后者的有效率约为93%。疾病预防控制中心说，相比之下，流感疫苗在整个人群中将流感病的风险降低了40%至60%。这意味着在初次接种疫苗后的28天即可获得针对Covid-19的保护，其中包括两剂时间表。但是，随着安全性和其他数据的不断收集，最终疫苗功效百分比可能会有所不同。Bourla在一份声明中说：“我们的3期COVID-19疫苗试验的第一组结果提供了疫苗预防COVID-19的能力的初步证据。我们的疫苗开发计划正在达到这个关键的里程碑，感染率创下了新的纪录，医院接近承受极限，经济正在努力重新开放。通过今天的新闻，我们向为全世界的人们提供急需的突破，帮助终结这场全球健康危机迈出了重要的一步。我们期待在未来几周内分享成千上万名参与者产生的其他功效和安全性数据。”辉瑞和BioNTech表示，该试验的全球参与者中约有42%具有不同种族和种族背景，并补充说，尚未有任何严重的安全隐患报道。两家公司表示，他们计划在拥有两个月的数据后立即向美国食品药品监督管理局提交紧急使用授权，目前该数据已在11月的第三周发布。根据目前的预测，辉瑞和BioNTech预计到2020年将生产多达5000万剂疫苗，到2021年将生产多达13亿剂疫苗。在世界范围内运送亿万种冠状病毒疫苗的计划引起了有关物流和分销的疑问，部分原因是需要将其储存在过冷的容器中并进行运输。美国官员和科学家们希望，一种预防Covid-19的疫苗将在2021年上半年准备就绪，也即自中国科学家首次鉴定冠状病毒并确定其基因序列之后的12至18个月。这是一个破纪录的时间表，通常一个有效而安全的疫苗大约需要十年的时间。腮腺炎是有史以来最快的疫苗开发，历时四年多，并于1967年获得许可。美国西奈山伊坎医学院微生物系的教授弗洛里安·克莱默表示，辉瑞疫苗的结果很好，其功效可能比预期的要高，这可能意味着，至少在美国，很快就会有疫苗申请获得批准。当然，最好能看到有关具体年龄的数据，但我怀疑这些数据很快就会公布。坦白地说，这是1月10日以来我收到的最好的消息。在上述消息发布之后，美国总统特朗普也发声了，他发推称：股市大涨，疫苗即将上市，报告有效90%。好消息！　板块急速切换，A股怎么走？从市场结构来看，美股盘面出现了急速切换的情况，即从科技股快速切换至强周期，也即从疫情受益切换至疫后受益。其实，在此之前，有国际大行发布过类似的报告。该报告称，疫情缓解预期出现的时候，资金会从科技股转向周期股。因为，在疫情期间，受益于先进技术，一些科技股的估值被拔得很高，而一些周期类大蓝筹则被压得很低。当疫情预期扭转时，周期类大蓝筹的估值会有一个快速修复的过程。于是，就会出现前述之风格快速切换的情况。那么，A股市场会怎么走？从大市走势来看，短期之内，应该会伴随外围市场有一次冲高的过程，毕竟在欧美大涨的同时，A50期指也有一次快速拉升。但从长远来看，无论是中国，还是欧美大概率会有一次货币政策正常化的过程，这个过程应该会随着疫情缓和逐渐出现。而中国的速度可能会更快一些。在这个过程当中，市场整体上可能很难有较好的表现。从结构来看，在此之前，很多避险类别的资金囤积在白酒和部分科技龙头股当中，而一些强周期板的表现相对落后。特别是需要向实体让利的金融行业，景气度急跌的航空、石油石化、餐饮等行业估值遭到相当大的压抑，基金配置比例也较低，随着海外市场结构的变化，这类板块在短期内，可能会受资金追捧。后续货币政策正常化过程当中，叠加年底基金净值考核等因素，利率敏感性行业可能会遭遇到一些周线级别的冲击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303065426,"gmtCreate":1602827893165,"gmtModify":1703828085334,"author":{"id":"3507877532425449","authorId":"3507877532425449","name":"想不出来取啥名","avatar":"https://static.tigerbbs.com/35c5b4c85dec5245b942dc184951d772","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3507877532425449","authorIdStr":"3507877532425449"},"themes":[],"htmlText":"很好，不买","listText":"很好，不买","text":"很好，不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303065426","repostId":"1157820460","repostType":4,"repost":{"id":"1157820460","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":1602827152,"share":"https://www.laohu8.com/m/news/1157820460?lang=&edition=full","pubTime":"2020-10-16 13:45","market":"hk","language":"zh","title":"市场消息：蚂蚁集团拟将IPO估值目标上调至2800亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157820460","media":"老虎资讯综合","summary":"10月16日讯，据知情人士透露，由于需求强劲，蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施，蚂蚁集团仍在推进IPO进程。","content":"<p>10月16日讯，据知情人士透露，由于需求强劲，蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施，蚂蚁集团仍在推进IPO进程。</p><p>由于事项尚未公开而不愿具名的知情人士称，在与投资者初步讨论后，蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称，蚂蚁集团计划通过IPO募集约350亿美元。</p><p>知情人士称，虽然美国可能会有不利举措，但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易，将于香港和上海两地同时上市。若估值为2800亿美元，蚂蚁集团规模将超过美国银行，三倍于花旗集团，其IPO发行规模将超过沙特阿美创纪录的290亿美元。（彭博）</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\" 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13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月16日讯，据知情人士透露，由于需求强劲，蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施，蚂蚁集团仍在推进IPO进程。</p><p>由于事项尚未公开而不愿具名的知情人士称，在与投资者初步讨论后，蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称，蚂蚁集团计划通过IPO募集约350亿美元。</p><p>知情人士称，虽然美国可能会有不利举措，但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易，将于香港和上海两地同时上市。若估值为2800亿美元，蚂蚁集团规模将超过美国银行，三倍于花旗集团，其IPO发行规模将超过沙特阿美创纪录的290亿美元。（彭博）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157820460","content_text":"10月16日讯，据知情人士透露，由于需求强劲，蚂蚁集团计划将首次公开募股(IPO)的估值目标提高到至少2800亿美元。尽管特朗普政府考虑对这家中国金融科技巨头施加限制措施，蚂蚁集团仍在推进IPO进程。由于事项尚未公开而不愿具名的知情人士称，在与投资者初步讨论后，蚂蚁集团将把估值目标在之前预估的2500亿美元基础上至少提高约12%。知情人士称，蚂蚁集团计划通过IPO募集约350亿美元。知情人士称，虽然美国可能会有不利举措，但马云旗下的蚂蚁集团仍在推进可能成为全球最大规模的这宗IPO交易，将于香港和上海两地同时上市。若估值为2800亿美元，蚂蚁集团规模将超过美国银行，三倍于花旗集团，其IPO发行规模将超过沙特阿美创纪录的290亿美元。（彭博）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}