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T20211222002
2022-03-13
$寺库(SECO)$
刚看了1818黄金烟的报道,特意来看了一下这家传说是卖正品的互联网公司,东西真不真不知道,企查查上诉讼排队都到几个月后了!可惜现在做空也晚了 错过一次空的机会
T20211222002
2021-12-01
$阿里巴巴(BABA)$
从股价下行的趋势来看!铁拳还会突袭!对阿里的管控还没完!屠龙勇士最终变成了恶龙。
T20211222002
2021-11-28
$滴滴(DIDI)$
这几天 美团APP 货拉拉APP 疯狂!高密度的!给我发打车折扣券!货拉拉的折扣劵居然还有两折优惠!看来滴滴确实危险了!
T20211222002
2021-11-23
现在还在买贝壳?真的是头铁!和政策唱反调 头破血流
美股调仓路径曝光!“三巨头”集体杀入同一赛道
T20211222002
2021-08-03
$携程网(TCOM)$
作为一个从业10多年的旅游人来说,新冠之前,我觉得的携程会成为旅游业的老大一统江湖,消灭凯撒,竹园,寰宇,众信等老牌旅行社大哥,并且本人也是想方设法的想混到携程圈子里去。但疫情黑天鹅来了,现在看来携程会被美团干掉,美团完美的靠着疫情,在战术和战略上超过了携程!美团确实牛!
T20211222002
2020-11-12
下半年经济有多差 没点币数?
“双11”7600亿新纪录意味着什么?
T20211222002
2020-11-08
每天赢一次。 舒服
特朗普刚刚发推:我赢得了这次选举,以很大的优势!
T20211222002
2020-10-30
别的州我不知道!加州 是铁定翻红色的! 别的群体我不知道!华裔 是铁定支持川普的。
抱歉,原内容已删除
T20211222002
2020-10-23
$雷神技术公司(RTX)$
突然急等着用钱 就抛了。本来说拿一年的! 大家坚持哦。 等这段时间缓过来了我再来吧
T20211222002
2020-10-22
$雷神技术公司(RTX)$
我坚持不住了68的本。明天不管什么情况。都抛了
T20211222002
2020-10-19
$波音(BA)$
今天要跌多少?
T20211222002
2020-10-16
$波音(BA)$
交出你们的筹码
T20211222002
2020-10-16
$雷神技术公司(RTX)$
$波音(BA)$
。今天波音可能要起飞。 老雷 你是不是要表现一下
T20211222002
2020-09-29
和老江比起来 他们两个都不行。 谈笑风生 无人能敌
美国总统首场辩论前瞻!市场会有怎样反应?
T20211222002
2020-07-29
$雷神技术公司(RTX)$
拿住了 进入漫长的洗盘过程。
T20211222002
2020-07-23
$雷神技术公司(RTX)$
这几天闹太多!国内A股 军工大涨。不知道埋伏了这么久 美股军工有什么反应
T20211222002
2020-06-18
你只要跟着高盛放的消息反正做就对了!
抱歉,原内容已删除
T20211222002
2020-05-27
美国不是言论自由吗?
Twitter跌幅扩大,特朗普威胁关停社交网站
T20211222002
2020-05-27
$瑞幸咖啡(LK)$
A股的惯用伎俩!先涨一波!然后发消息收购,诱多,散户疯狂入场,庄家主力高位套现,留下散户一地**。正确**应该是,场外观望,等庄家表演,好股票不在乎一时的涨跌,是真是假 让他先表演
T20211222002
2020-05-22
$洛克希德马丁(LMT)$
没人看新闻? F35。夜间执勤坠落。
去老虎APP查看更多动态
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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美股调仓路径曝光!“三巨头”集体杀入同一赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 19:13 北京时间 <a href=https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继高瓴、景林资产披露美股持仓后,千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会(SEC)网站数据显示,截至今年三季度末,高毅资产在美股市场持有18家公司的股票,总市值为2.12亿美元。从持仓情况来看,高毅资产对中概股青睐有加,拼多多是其第一大重仓股。\n值得注意的是,今年三季度,高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时,高瓴也坚持持有这两只标的,可见头部私募机构...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cde2e4fc86b629e1a7a7708ea53eb694","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/RKczgMlPtFrIMcm25jZyIA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114469010","content_text":"继高瓴、景林资产披露美股持仓后,千亿级私募高毅资产的海外投资情况也相继曝光。\n美国证券交易委员会(SEC)网站数据显示,截至今年三季度末,高毅资产在美股市场持有18家公司的股票,总市值为2.12亿美元。从持仓情况来看,高毅资产对中概股青睐有加,拼多多是其第一大重仓股。\n值得注意的是,今年三季度,高毅资产与景林资产不约而同加仓了boss直聘、贝壳。与此同时,高瓴也坚持持有这两只标的,可见头部私募机构对互联网线上平台个股的高关注度。从减持层面看,高毅资产今年三季度大手笔减持了教育股。\n中概股唱主角\n管理规模已过千亿人民币的高毅资产,早就开始布局海外市场,最近其美股调仓路径曝光。\n从高毅资产的美股持仓可以看出,其持仓的集中度依旧较高。截至今年三季度末,高毅资产美股前五大持仓为拼多多、中通快递、微博、网易和华住酒店,前五大重仓股合计市值为1.87亿美元,占整个高毅美股持仓的比例为88%。\n不仅是前五大重仓股全部为中概股,在高毅美股持仓的整体组合中,中概股也是主角。数据显示,截至三季度末,高毅持有18家美股公司,其中中概股数量为15只。\n\n高毅资产美股前十大重仓股\n具体来看,拼多多是高毅美股持仓中的第一大重仓股。数据显示,拼多多在今年前三季度下跌近50%,在此过程中,高毅一、二季度连续减仓,但却在三季度选择加仓,增持34.8万股,抄底动作明显。\n\n另外,高毅资产三季度末的前十大重仓股中出现了一张新面孔——小鹏汽车,该标的为高毅资产三季度新进股票,持股数量为14.7万股,持股市值达522.7万美元。\n平安证券研报显示,10月小鹏汽车总交付量为10138台,同比大增233%,克服行业性芯片供应挑战,连续两个月交付量突破万台。从股价表现来看,截至11月23日,小鹏汽车四季度以来已经涨超30%。\n\n“三巨头”集体杀入线上平台个股\n除了布局新能源,高毅资产三季度还加仓了贝壳、boss直聘等互联网线上平台个股。\n美国证券交易委员会(SEC)网站披露数据显示,截至三季度末,高毅资产持有贝壳4.64万股,相比于二季度末增加6437股,持有boss直聘6019股,相比于二季度末增加5669股。\n无独有偶,景林资产和高瓴近期披露的美股持仓中,也出现了互联网线上平台个股的身影。比如,三季度景林资产大手笔买入贝壳968万股,加仓boss直聘超50万股,加仓在线二手车经销商CARVANA10.7万股。截至三季度末,高瓴则持有贝壳501.2万股,持有boss直聘105万股,相比于二季度末持股数量没有变化。\n公开资料显示,贝壳脱胎于房地产经纪企业链家,于2018年4月成立,定位是技术驱动的“新居住”服务平台,为用户提供VR看房服务,以及估价、线上委托和资产管理服务。今年三季度,贝壳股价随着房地产行业的变化陷入调整,但高毅资产、景林资产和高瓴均颇为看好。\n\n另外,boss直聘也是一家线上服务平台,成立于2014年,致力于向企业客户和求职者提供服务,帮助他们通过移动应用程序和网站进行招聘和求职。中金公司发布人力资源行业专题报告称,我国招聘服务线下向线上迁移趋势显著,boss直聘以求职端思维开启高效招聘新时代。\n“互联网对传统行业的渗透仍在不断进行,在这个过程中涌现出来的优质公司,可能会颠覆传统行业的逻辑,而这类公司估值目前仍处于合理区间,大概率是非常好的值得长期持有的资产。”沪上一位百亿级私募人士直言。\n高毅大举减持教育股\n从减持动作来看,高毅资产三季度大举减持了教育股。\n数据显示,截至二季度末,高毅持有好未来76.3万股,但三季度末仅剩16.7万股,减持比例接近80%。同期,高毅资产还减持了新东方4.3万股,可见其对教育行业的谨慎态度。\n今年以来,由于政策层面的变化,教育板块出现巨幅调整,机构对该领域的意见分歧愈发明显。公开资料显示,在高毅资产大幅减持的过程中,高盛三季度则增持2837万股新东方,增持幅度高达352%,增持2138万股好未来,增持幅度达729%。\n“政策变化对于教育行业来说无疑是巨大冲击,后续哪些教育机构能够顺利实现转型还需要观察,因此市场分歧也会比较明显。”一位私募研究员表示。\n\n高毅资产美股持仓情况","news_type":1},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549414952213433","authorId":"3549414952213433","name":"不爱吃土豆倒吐土豆皮的人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3549414952213433","idStr":"3549414952213433"},"content":"看下北京新闻吧,前段时间市委还去赞扬贝壳改善家居生活做出了表率。","text":"看下北京新闻吧,前段时间市委还去赞扬贝壳改善家居生活做出了表率。","html":"看下北京新闻吧,前段时间市委还去赞扬贝壳改善家居生活做出了表率。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807118840,"gmtCreate":1628005386880,"gmtModify":1628005386880,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>作为一个从业10多年的旅游人来说,新冠之前,我觉得的携程会成为旅游业的老大一统江湖,消灭凯撒,竹园,寰宇,众信等老牌旅行社大哥,并且本人也是想方设法的想混到携程圈子里去。但疫情黑天鹅来了,现在看来携程会被美团干掉,美团完美的靠着疫情,在战术和战略上超过了携程!美团确实牛!","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>作为一个从业10多年的旅游人来说,新冠之前,我觉得的携程会成为旅游业的老大一统江湖,消灭凯撒,竹园,寰宇,众信等老牌旅行社大哥,并且本人也是想方设法的想混到携程圈子里去。但疫情黑天鹅来了,现在看来携程会被美团干掉,美团完美的靠着疫情,在战术和战略上超过了携程!美团确实牛!","text":"$携程网(TCOM)$作为一个从业10多年的旅游人来说,新冠之前,我觉得的携程会成为旅游业的老大一统江湖,消灭凯撒,竹园,寰宇,众信等老牌旅行社大哥,并且本人也是想方设法的想混到携程圈子里去。但疫情黑天鹅来了,现在看来携程会被美团干掉,美团完美的靠着疫情,在战术和战略上超过了携程!美团确实牛!","images":[{"img":"https://static.tigerbbs.com/df0e368feef19d38487c4e28eb1c99dd","width":"590","height":"350"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807118840","isVote":1,"tweetType":1,"viewCount":4880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494635794355186","authorId":"3494635794355186","name":"洛克人","avatar":"https://static.tigerbbs.com/3ecb41b4315d1b4d4c61a75b5106307d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494635794355186","idStr":"3494635794355186"},"content":"干掉?你用这词还好意思说你是从业十年?美团能把携程干掉?再给十年也干不掉","text":"干掉?你用这词还好意思说你是从业十年?美团能把携程干掉?再给十年也干不掉","html":"干掉?你用这词还好意思说你是从业十年?美团能把携程干掉?再给十年也干不掉"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304376330,"gmtCreate":1605165938420,"gmtModify":1703836495473,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"下半年经济有多差 没点币数?","listText":"下半年经济有多差 没点币数?","text":"下半年经济有多差 没点币数?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304376330","repostId":"1121900707","repostType":4,"repost":{"id":"1121900707","pubTimestamp":1605158362,"share":"https://www.laohu8.com/m/news/1121900707?lang=&edition=full","pubTime":"2020-11-12 13:19","market":"hk","language":"zh","title":"“双11”7600亿新纪录意味着什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121900707","media":"中国企业家杂志","summary":"从今年围绕“双11”的商业促销活动看,“双11”不仅是电商平台的“盛宴”,更是实现了线上线下融合,赋能传统制造业。\n\n中国再次向世界展示了强大的消费动能!11月1日0时至11月11日23:59,202","content":"<blockquote>\n 从今年围绕“双11”的商业促销活动看,“双11”不仅是电商平台的“盛宴”,更是实现了线上线下融合,赋能传统制造业。\n</blockquote>\n<p>中国再次向世界展示了强大的消费动能!11月1日0时至11月11日23:59,2020年天猫“双11”成交额达到4982亿元,京东“双11”累计下单金额超过2715亿元,均再次创下销售规模新纪录。与此同时,苏宁易购、拼多多等电商平台都创造了不俗的销售业绩。</p>\n<p>每年的“双11”是观察中国消费实力的一个重要窗口。当前,我国正加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。“双11”的巨额成交数字印证了构建新发展格局的现实基础,也让我们看到了消费格局的变化,以及我国经济的韧性与活力。</p>\n<p><b>新变化彰显消费复苏</b></p>\n<p>今年的“双11”来得更早一些。京东宣布2020年“双11”于10月21日正式开启,为期22天。同样,2020年天猫的“双11”也从10月21日开启预售,并都采用了两波售卖期。</p>\n<p>“分流加差异化是今年‘双11’最大的改变。”中南财经政法大学教授、数字经济研究院执行院长盘和林接受经济日报记者采访时说,这相当于将“双11”的“战线”拉长了,或者说分流了“双11”的购物人群。分流的效果非常明显,许多品牌在第一轮预售中的销售额便超过了去年“双11”整日销售额,并且带来了物流效率的显著提升。同时也表明,电商平台的服务越来越贴合消费者的需求。</p>\n<p>国际关系学院公共管理系教授储殷认为,拉长“双11”的销售周期,使消费行为更理性也更具可持续性,有助于商家建立、加固与用户的黏性,实现疫情后业绩的修复。</p>\n<p>拉长周期的同时,优惠方式也变得更简单。比如,天猫平台以超300亿元的现金补贴等方式,代替了过去的购物津贴等玩法,打折商品数量达1600万款,是去年的1.6倍。淘宝、京东平台商品页面“预估到手价”的设置使消费者一目了然。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf620d066a99386e55aa1c973560fd5d\" tg-width=\"1078\" tg-height=\"679\"><span>拉长“双11”的销售周期,使消费行为更理性也更具可持续性。摄影:邓攀</span></p>\n<p>对此,中国电子信息产业发展研究院世界工业研究所人工智能研究室主任王哲分析,今年的新冠肺炎疫情对线下门店造成了较大冲击,电商在消费中承担了更重要的角色。电商通过更直接的打折促销、更长的消费决策周期,可以显著提升消费者对自身平台的黏性。“今年‘双11’是对恢复性消费平稳释放的接纳,是国内消费内循环预期改善、刚性消费需求上升的体现。”王哲说。</p>\n<p><b>消费升级趋势明显</b></p>\n<p>今年的“双11”相关数据显示,消费者正变得更为理性。正如众诚智库高级副总裁吕立平所言,消费升级催生出了“精研型消费者”,他们不仅关注产品的“精致实用”,还精于研究产品的成分、原产地等。近九成消费者更愿意把钱花在“刀刃上”,并由此成为“消费专家”。</p>\n<p>“双11”的消费变化体现了消费升级的大趋势。</p>\n<p>高端商品受到青睐。据统计,在京东平台,11月11日开场5分钟内,高端大米成交额同比增长15倍,有机大米成交额同比增长20倍,有机奶成交额同比增长50倍,高端婴幼儿奶粉增长16倍。</p>\n<p>新品牌呈现象级爆发。仅在11月1日当天,天猫平台357个新品牌摘下了细分品类的销售桂冠,1800多个新品牌成交额超越去年“双11”全天,94个新品牌增长超过10倍。</p>\n<p>进口商品热度不减。10月21日至11月1日期间,银泰百货诞生了26个销售超过100万元的“爆款单品”。受疫情影响,消费者无法走出国门,以腕表、美妆为代表的高端消费也回来了,在银泰分别增长了91.2%、92%。</p>\n<p>农村市场出现了最大增量。借助遍布全国的电商配送体系,中小城市和乡村用户成为新的消费主力,随着消费升级,农村市场已是“双11”的重要舞台。今年“双11”,各大商家纷纷瞄准农村市场,如京东专门针对下沉市场发售超2亿件5折商品、超3亿件新品。在京东“双11”预售阶段,农村市场预售订单额同比增长达到126%。</p>\n<p>“双11”也成为国内外商品流通循环的平台。迪拜一家名叫Camelicious牧场自天猫“双11”预售开启以来,其海外旗舰店驼奶销量呈爆发式增长。</p>\n<p>盘和林表示,在疫情背景下,许多国际厂商瞄准中国市场,希望借力中国市场渡过难关,一些国际品牌的首发都选择了此次“双11”。未来,随着中国消费力量的进一步崛起,中国市场或将成为国际品牌角逐的“战场”。</p>\n<p><b>有效增强经济韧性</b></p>\n<p>从今年围绕“双11”的商业促销活动看,“双11”不仅是电商平台的“盛宴”,更是实现了线上线下融合,赋能传统制造业。层出不穷的新模式助推传统产业转型升级,有效增强了中国经济的韧性。</p>\n<p>“这背后是技术进步赋予的消费新动能。”王哲认为,支付工具已经全面升级为数字生活大平台,从数字支付扩大到同城服务,并将带动线下消费进一步恢复升级。比如,今年“双11”,基于数字化动态变价系统,在便利蜂线下门店,促销、打折已是常态化操作,消费者每天进店都能收获不一样的折扣。</p>\n<p>新的消费场景打开了新的增长空间。今年,有210万个线下商家参与天猫“双11”,天猫超市、盒马、饿了么、银泰、大润发……阿里新零售的长期耕耘,形成了覆盖海量消费者的新生活圈。消费体验被重塑,更多的行业领域加速拥抱新一波数字化红利。</p>\n<p>互联网平台作为产业链条中的重要环节,发挥技术优势和直面消费终端的优势,赋能产业链,畅通供应链。依托于电商平台的大数据和智能供应链,联手制造企业打造的定制类商品颇受欢迎。11月11日开场15分钟内,入选京品家电“爆品标杆计划”的产品成交额就突破1亿元。</p>\n<p>此外,“双11”中的“互联网+产业带”也是一大亮点,产业带数字化不仅为不同产业、不同层级的商家带来了新的增长点,还加速了传统产业结构的转型与升级。例如,今年“双11”期间,京东旗下社交电商平台京喜,深入全国180多个产业带,通过工厂直供、产地直发模式,在超级百亿补贴的助力下,“双11”首日订单量同比增长160%。</p>\n<p>拉长时间、放缓节奏、推陈出新。“今年‘双11’使得产业链、供应链、物流链得以深度喘息,为生产制造、市场流通创造时间窗口,有助于让内循环更好发力,未来还将带动国内外生产、物流、消费需求的恢复和市场格局的重塑。”王哲说。</p>","source":"zgqyj","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“双11”7600亿新纪录意味着什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-12 13:19 北京时间 <a href=http://mp.weixin.qq.com/s/23Reusl7JyF2Si6mvw6wKA><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从今年围绕“双11”的商业促销活动看,“双11”不仅是电商平台的“盛宴”,更是实现了线上线下融合,赋能传统制造业。\n\n中国再次向世界展示了强大的消费动能!11月1日0时至11月11日23:59,2020年天猫“双11”成交额达到4982亿元,京东“双11”累计下单金额超过2715亿元,均再次创下销售规模新纪录。与此同时,苏宁易购、拼多多等电商平台都创造了不俗的销售业绩。\n每年的“双11”是观察中国...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/23Reusl7JyF2Si6mvw6wKA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec8c8705ade1caf433d6e0c654b3f7c9","relate_stocks":{"09618":"京东集团-SW","09988":"阿里巴巴-W","JD":"京东","BABA":"阿里巴巴"},"source_url":"http://mp.weixin.qq.com/s/23Reusl7JyF2Si6mvw6wKA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121900707","content_text":"从今年围绕“双11”的商业促销活动看,“双11”不仅是电商平台的“盛宴”,更是实现了线上线下融合,赋能传统制造业。\n\n中国再次向世界展示了强大的消费动能!11月1日0时至11月11日23:59,2020年天猫“双11”成交额达到4982亿元,京东“双11”累计下单金额超过2715亿元,均再次创下销售规模新纪录。与此同时,苏宁易购、拼多多等电商平台都创造了不俗的销售业绩。\n每年的“双11”是观察中国消费实力的一个重要窗口。当前,我国正加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。“双11”的巨额成交数字印证了构建新发展格局的现实基础,也让我们看到了消费格局的变化,以及我国经济的韧性与活力。\n新变化彰显消费复苏\n今年的“双11”来得更早一些。京东宣布2020年“双11”于10月21日正式开启,为期22天。同样,2020年天猫的“双11”也从10月21日开启预售,并都采用了两波售卖期。\n“分流加差异化是今年‘双11’最大的改变。”中南财经政法大学教授、数字经济研究院执行院长盘和林接受经济日报记者采访时说,这相当于将“双11”的“战线”拉长了,或者说分流了“双11”的购物人群。分流的效果非常明显,许多品牌在第一轮预售中的销售额便超过了去年“双11”整日销售额,并且带来了物流效率的显著提升。同时也表明,电商平台的服务越来越贴合消费者的需求。\n国际关系学院公共管理系教授储殷认为,拉长“双11”的销售周期,使消费行为更理性也更具可持续性,有助于商家建立、加固与用户的黏性,实现疫情后业绩的修复。\n拉长周期的同时,优惠方式也变得更简单。比如,天猫平台以超300亿元的现金补贴等方式,代替了过去的购物津贴等玩法,打折商品数量达1600万款,是去年的1.6倍。淘宝、京东平台商品页面“预估到手价”的设置使消费者一目了然。\n拉长“双11”的销售周期,使消费行为更理性也更具可持续性。摄影:邓攀\n对此,中国电子信息产业发展研究院世界工业研究所人工智能研究室主任王哲分析,今年的新冠肺炎疫情对线下门店造成了较大冲击,电商在消费中承担了更重要的角色。电商通过更直接的打折促销、更长的消费决策周期,可以显著提升消费者对自身平台的黏性。“今年‘双11’是对恢复性消费平稳释放的接纳,是国内消费内循环预期改善、刚性消费需求上升的体现。”王哲说。\n消费升级趋势明显\n今年的“双11”相关数据显示,消费者正变得更为理性。正如众诚智库高级副总裁吕立平所言,消费升级催生出了“精研型消费者”,他们不仅关注产品的“精致实用”,还精于研究产品的成分、原产地等。近九成消费者更愿意把钱花在“刀刃上”,并由此成为“消费专家”。\n“双11”的消费变化体现了消费升级的大趋势。\n高端商品受到青睐。据统计,在京东平台,11月11日开场5分钟内,高端大米成交额同比增长15倍,有机大米成交额同比增长20倍,有机奶成交额同比增长50倍,高端婴幼儿奶粉增长16倍。\n新品牌呈现象级爆发。仅在11月1日当天,天猫平台357个新品牌摘下了细分品类的销售桂冠,1800多个新品牌成交额超越去年“双11”全天,94个新品牌增长超过10倍。\n进口商品热度不减。10月21日至11月1日期间,银泰百货诞生了26个销售超过100万元的“爆款单品”。受疫情影响,消费者无法走出国门,以腕表、美妆为代表的高端消费也回来了,在银泰分别增长了91.2%、92%。\n农村市场出现了最大增量。借助遍布全国的电商配送体系,中小城市和乡村用户成为新的消费主力,随着消费升级,农村市场已是“双11”的重要舞台。今年“双11”,各大商家纷纷瞄准农村市场,如京东专门针对下沉市场发售超2亿件5折商品、超3亿件新品。在京东“双11”预售阶段,农村市场预售订单额同比增长达到126%。\n“双11”也成为国内外商品流通循环的平台。迪拜一家名叫Camelicious牧场自天猫“双11”预售开启以来,其海外旗舰店驼奶销量呈爆发式增长。\n盘和林表示,在疫情背景下,许多国际厂商瞄准中国市场,希望借力中国市场渡过难关,一些国际品牌的首发都选择了此次“双11”。未来,随着中国消费力量的进一步崛起,中国市场或将成为国际品牌角逐的“战场”。\n有效增强经济韧性\n从今年围绕“双11”的商业促销活动看,“双11”不仅是电商平台的“盛宴”,更是实现了线上线下融合,赋能传统制造业。层出不穷的新模式助推传统产业转型升级,有效增强了中国经济的韧性。\n“这背后是技术进步赋予的消费新动能。”王哲认为,支付工具已经全面升级为数字生活大平台,从数字支付扩大到同城服务,并将带动线下消费进一步恢复升级。比如,今年“双11”,基于数字化动态变价系统,在便利蜂线下门店,促销、打折已是常态化操作,消费者每天进店都能收获不一样的折扣。\n新的消费场景打开了新的增长空间。今年,有210万个线下商家参与天猫“双11”,天猫超市、盒马、饿了么、银泰、大润发……阿里新零售的长期耕耘,形成了覆盖海量消费者的新生活圈。消费体验被重塑,更多的行业领域加速拥抱新一波数字化红利。\n互联网平台作为产业链条中的重要环节,发挥技术优势和直面消费终端的优势,赋能产业链,畅通供应链。依托于电商平台的大数据和智能供应链,联手制造企业打造的定制类商品颇受欢迎。11月11日开场15分钟内,入选京品家电“爆品标杆计划”的产品成交额就突破1亿元。\n此外,“双11”中的“互联网+产业带”也是一大亮点,产业带数字化不仅为不同产业、不同层级的商家带来了新的增长点,还加速了传统产业结构的转型与升级。例如,今年“双11”期间,京东旗下社交电商平台京喜,深入全国180多个产业带,通过工厂直供、产地直发模式,在超级百亿补贴的助力下,“双11”首日订单量同比增长160%。\n拉长时间、放缓节奏、推陈出新。“今年‘双11’使得产业链、供应链、物流链得以深度喘息,为生产制造、市场流通创造时间窗口,有助于让内循环更好发力,未来还将带动国内外生产、物流、消费需求的恢复和市场格局的重塑。”王哲说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302779769,"gmtCreate":1604765505151,"gmtModify":1703834726901,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"每天赢一次。 舒服","listText":"每天赢一次。 舒服","text":"每天赢一次。 舒服","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302779769","repostId":"1190068919","repostType":4,"repost":{"id":"1190068919","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":1604765060,"share":"https://www.laohu8.com/m/news/1190068919?lang=&edition=full","pubTime":"2020-11-08 00:04","market":"us","language":"zh","title":"特朗普刚刚发推:我赢得了这次选举,以很大的优势!","url":"https://stock-news.laohu8.com/highlight/detail?id=1190068919","media":"老虎资讯综合","summary":"据环球网报道,刚刚,美国共和党总统候选人特朗普用全大写字母发推表示:“我赢得了这次选举,以很大的优势!”另据美国有线电视新闻网(CNN)报道,当地时间7日,美国联邦选举委员会主席艾伦·温特劳布希表示,","content":"<p><img src=\"https://static.tigerbbs.com/b5f45dc22c59ee3a2d7822ba3bf66589\" tg-width=\"1163\" tg-height=\"247\"></p><p>据环球网报道,<b>刚刚,美国共和党总统候选人特朗普用全大写字母发推表示:“我赢得了这次选举,以很大的优势!”</b></p><p>另据美国有线电视新闻网(CNN)报道,当地时间7日,<b>美国联邦选举委员会主席艾伦·温特劳布希表示,今年的选举“确实没有舞弊的证据” 。</b></p><p>CNN报道称,艾伦·温特劳布当天早上接受采访时表示,希望美国人知道,今年的选举“确实没有作弊的证据”。她表示,全美各州和地方官员以及投票工作人员真的都在加紧行动。</p><p>“没有任何形式的选举舞弊的证据。也没有非法投票的证据。” 温特劳布说道。</p><p>温特劳布还补充说:“目前确实没有证据表明有(选举)舞弊行为。所有投诉都没有附上任何舞弊的证据。”</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>特朗普刚刚发推:我赢得了这次选举,以很大的优势!</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普刚刚发推:我赢得了这次选举,以很大的优势!\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\">2020-11-08 00:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/b5f45dc22c59ee3a2d7822ba3bf66589\" tg-width=\"1163\" tg-height=\"247\"></p><p>据环球网报道,<b>刚刚,美国共和党总统候选人特朗普用全大写字母发推表示:“我赢得了这次选举,以很大的优势!”</b></p><p>另据美国有线电视新闻网(CNN)报道,当地时间7日,<b>美国联邦选举委员会主席艾伦·温特劳布希表示,今年的选举“确实没有舞弊的证据” 。</b></p><p>CNN报道称,艾伦·温特劳布当天早上接受采访时表示,希望美国人知道,今年的选举“确实没有作弊的证据”。她表示,全美各州和地方官员以及投票工作人员真的都在加紧行动。</p><p>“没有任何形式的选举舞弊的证据。也没有非法投票的证据。” 温特劳布说道。</p><p>温特劳布还补充说:“目前确实没有证据表明有(选举)舞弊行为。所有投诉都没有附上任何舞弊的证据。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190068919","content_text":"据环球网报道,刚刚,美国共和党总统候选人特朗普用全大写字母发推表示:“我赢得了这次选举,以很大的优势!”另据美国有线电视新闻网(CNN)报道,当地时间7日,美国联邦选举委员会主席艾伦·温特劳布希表示,今年的选举“确实没有舞弊的证据” 。CNN报道称,艾伦·温特劳布当天早上接受采访时表示,希望美国人知道,今年的选举“确实没有作弊的证据”。她表示,全美各州和地方官员以及投票工作人员真的都在加紧行动。“没有任何形式的选举舞弊的证据。也没有非法投票的证据。” 温特劳布说道。温特劳布还补充说:“目前确实没有证据表明有(选举)舞弊行为。所有投诉都没有附上任何舞弊的证据。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308785411,"gmtCreate":1604069264133,"gmtModify":1703831969280,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"别的州我不知道!加州 是铁定翻红色的! 别的群体我不知道!华裔 是铁定支持川普的。","listText":"别的州我不知道!加州 是铁定翻红色的! 别的群体我不知道!华裔 是铁定支持川普的。","text":"别的州我不知道!加州 是铁定翻红色的! 别的群体我不知道!华裔 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href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>交出你们的筹码","text":"$波音(BA)$交出你们的筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303947423","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303991084,"gmtCreate":1602848381948,"gmtModify":1703828165879,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a><a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>。今天波音可能要起飞。 老雷 你是不是要表现一下","listText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a><a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>。今天波音可能要起飞。 老雷 你是不是要表现一下","text":"$雷神技术公司(RTX)$$波音(BA)$。今天波音可能要起飞。 老雷 你是不是要表现一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303991084","isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977036802,"gmtCreate":1601366915406,"gmtModify":1703824061676,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"和老江比起来 他们两个都不行。 谈笑风生 无人能敌","listText":"和老江比起来 他们两个都不行。 谈笑风生 无人能敌","text":"和老江比起来 他们两个都不行。 谈笑风生 无人能敌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977036802","repostId":"1167477218","repostType":4,"repost":{"id":"1167477218","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":1601341964,"share":"https://www.laohu8.com/m/news/1167477218?lang=&edition=full","pubTime":"2020-09-29 09:12","market":"us","language":"zh","title":"美国总统首场辩论前瞻!市场会有怎样反应?","url":"https://stock-news.laohu8.com/highlight/detail?id=1167477218","media":"老虎资讯综合","summary":"北京时间9月30日9:00至10:30(美东时间晚21:00-22:30),美国将举行首次总统竞选辩论。辩论包括六大议题,分别是特朗普和拜登个人的记录、最高法院、新冠肺炎、美国经济、美国城市的种族和暴","content":"<p>北京时间9月30日9:00至10:30(美东时间晚21:00-22:30),美国将举行首次总统竞选辩论。辩论包括六大议题,分别是特朗普和拜登个人的记录、最高法院、新冠肺炎、美国经济、美国城市的种族和暴力问题、大选的公正性。辩论主持人是福克斯新闻的华莱士(Chris Wallace)。由于一些州的邮寄形式投票已经开始或即将开始,今年的首场辩论将尤为重要。</p><p>特朗普此前一再质疑拜登的体力和头脑敏锐度问题,反而降低了人们对拜登在辩论中的表现的期望值(特朗普的竞选团队最近才认识到这一点,反而开始夸奖拜登以往辩论中的佳绩,比如2012年对阵Paul Ryan时轻松获胜。但特朗普本人则一直到上周末都还叫嚷着要拜登进行药检,指称其在初选后期的辩论是吃了药才表现良好的)。现任总统在寻求连任的首场辩论中往往表现逊色,因为他们通常对那种环境很陌生(在任的总统不会经常在电视直播中碰到发难和指责),这也是奥巴马和小布什都在第二次选战的首场辩论中失利的原因。但特朗普是另类,他每天都有新闻发布会召开,有时是隔几小时就来一次发布会,很多发布会都要面对外界很大的敌意。这种经历将给他周二晚的辩论带来很大帮助。不过,在那些发布会上,特朗普有权利让那些会问到他不喜欢的问题的记者闭嘴,而在首场辩论中,他不会那么容易避免碰上那种问题。</p><p>拜登如果失败会败得很惨,但同样如果获胜也会收益很大。相比特朗普,拜登的民调数据可能对本周二晚的辩论结果更为敏感,尤其是对不利的形势更敏感。比如拜登一旦表现不佳,他的民调支持率会大受影响,而特朗普的支持率虽然较低,但很稳定,看上去不可能会跌破支持率的底线(全国的30%-40%之间)。在目前的民调中(全国范围和各个战场州),拜登占优势,但特朗普有很高的“热情”优势,这意味着,相比特朗普,选民放弃拜登的速度可能快得多。尽管拜登的政治生涯很长,但此次辩论是他在很长一段时间内的最大曝光,因此在很大程度上,他需要在全国民众心目中重新塑造形象,包括减轻人们对他担任总统的体力和脑力的担忧,而且也要打消对他是某种社会主义候选人的担忧(他的反对者已经不止一次这样暗示)。不过,拜登也很可能胜出。如果他在辩论中表现稳健,有助于扩大并强化他的民调领先优势,让特朗普无法赶上和他的差距。</p><p>最有可能的情形是拜登赢得辩论。特朗普很擅长在电视上沟通,如果他得以掌控全程(比如他可以挑选问问题的记者,一旦对话涉及到他不满意的方面,可以立即打断记者,或者在听到记者问出他不想听的问题时干脆走开),他将会拿出个人的最佳表现。不过,他本周二晚不会有多少掌控权,因为主持人华莱士很有公信度,不卑不亢,他就没有躲避的空间,可能会很麻烦。再加上外界对拜登的期望值低,那么拜登就有可能在周二辩论中超预期发挥,可能成为赢家。当然,可能令拜登应对困难的情况是特朗普对其儿子Hunter事件咬住不放。</p><p>市场会怎样反应?对股市来说,11月大选的最佳结果是,拜登当选,同时共和党保持参议院的多数席位,因为这可以同时降低贸易和税务方面的风险。而相比于民主党同时获得白宫和参议院,市场更青睐共和党同时保持白宫和参议院的情形。因此,如果拜登在首场辩论中大赢,会让市场增加对民主党人大获全胜的预期,在一定程度上降低风险偏好。</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美国总统首场辩论前瞻!市场会有怎样反应?\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\">2020-09-29 09:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间9月30日9:00至10:30(美东时间晚21:00-22:30),美国将举行首次总统竞选辩论。辩论包括六大议题,分别是特朗普和拜登个人的记录、最高法院、新冠肺炎、美国经济、美国城市的种族和暴力问题、大选的公正性。辩论主持人是福克斯新闻的华莱士(Chris Wallace)。由于一些州的邮寄形式投票已经开始或即将开始,今年的首场辩论将尤为重要。</p><p>特朗普此前一再质疑拜登的体力和头脑敏锐度问题,反而降低了人们对拜登在辩论中的表现的期望值(特朗普的竞选团队最近才认识到这一点,反而开始夸奖拜登以往辩论中的佳绩,比如2012年对阵Paul Ryan时轻松获胜。但特朗普本人则一直到上周末都还叫嚷着要拜登进行药检,指称其在初选后期的辩论是吃了药才表现良好的)。现任总统在寻求连任的首场辩论中往往表现逊色,因为他们通常对那种环境很陌生(在任的总统不会经常在电视直播中碰到发难和指责),这也是奥巴马和小布什都在第二次选战的首场辩论中失利的原因。但特朗普是另类,他每天都有新闻发布会召开,有时是隔几小时就来一次发布会,很多发布会都要面对外界很大的敌意。这种经历将给他周二晚的辩论带来很大帮助。不过,在那些发布会上,特朗普有权利让那些会问到他不喜欢的问题的记者闭嘴,而在首场辩论中,他不会那么容易避免碰上那种问题。</p><p>拜登如果失败会败得很惨,但同样如果获胜也会收益很大。相比特朗普,拜登的民调数据可能对本周二晚的辩论结果更为敏感,尤其是对不利的形势更敏感。比如拜登一旦表现不佳,他的民调支持率会大受影响,而特朗普的支持率虽然较低,但很稳定,看上去不可能会跌破支持率的底线(全国的30%-40%之间)。在目前的民调中(全国范围和各个战场州),拜登占优势,但特朗普有很高的“热情”优势,这意味着,相比特朗普,选民放弃拜登的速度可能快得多。尽管拜登的政治生涯很长,但此次辩论是他在很长一段时间内的最大曝光,因此在很大程度上,他需要在全国民众心目中重新塑造形象,包括减轻人们对他担任总统的体力和脑力的担忧,而且也要打消对他是某种社会主义候选人的担忧(他的反对者已经不止一次这样暗示)。不过,拜登也很可能胜出。如果他在辩论中表现稳健,有助于扩大并强化他的民调领先优势,让特朗普无法赶上和他的差距。</p><p>最有可能的情形是拜登赢得辩论。特朗普很擅长在电视上沟通,如果他得以掌控全程(比如他可以挑选问问题的记者,一旦对话涉及到他不满意的方面,可以立即打断记者,或者在听到记者问出他不想听的问题时干脆走开),他将会拿出个人的最佳表现。不过,他本周二晚不会有多少掌控权,因为主持人华莱士很有公信度,不卑不亢,他就没有躲避的空间,可能会很麻烦。再加上外界对拜登的期望值低,那么拜登就有可能在周二辩论中超预期发挥,可能成为赢家。当然,可能令拜登应对困难的情况是特朗普对其儿子Hunter事件咬住不放。</p><p>市场会怎样反应?对股市来说,11月大选的最佳结果是,拜登当选,同时共和党保持参议院的多数席位,因为这可以同时降低贸易和税务方面的风险。而相比于民主党同时获得白宫和参议院,市场更青睐共和党同时保持白宫和参议院的情形。因此,如果拜登在首场辩论中大赢,会让市场增加对民主党人大获全胜的预期,在一定程度上降低风险偏好。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2e1704f0a16ec496b62f5900ef515c0","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167477218","content_text":"北京时间9月30日9:00至10:30(美东时间晚21:00-22:30),美国将举行首次总统竞选辩论。辩论包括六大议题,分别是特朗普和拜登个人的记录、最高法院、新冠肺炎、美国经济、美国城市的种族和暴力问题、大选的公正性。辩论主持人是福克斯新闻的华莱士(Chris Wallace)。由于一些州的邮寄形式投票已经开始或即将开始,今年的首场辩论将尤为重要。特朗普此前一再质疑拜登的体力和头脑敏锐度问题,反而降低了人们对拜登在辩论中的表现的期望值(特朗普的竞选团队最近才认识到这一点,反而开始夸奖拜登以往辩论中的佳绩,比如2012年对阵Paul Ryan时轻松获胜。但特朗普本人则一直到上周末都还叫嚷着要拜登进行药检,指称其在初选后期的辩论是吃了药才表现良好的)。现任总统在寻求连任的首场辩论中往往表现逊色,因为他们通常对那种环境很陌生(在任的总统不会经常在电视直播中碰到发难和指责),这也是奥巴马和小布什都在第二次选战的首场辩论中失利的原因。但特朗普是另类,他每天都有新闻发布会召开,有时是隔几小时就来一次发布会,很多发布会都要面对外界很大的敌意。这种经历将给他周二晚的辩论带来很大帮助。不过,在那些发布会上,特朗普有权利让那些会问到他不喜欢的问题的记者闭嘴,而在首场辩论中,他不会那么容易避免碰上那种问题。拜登如果失败会败得很惨,但同样如果获胜也会收益很大。相比特朗普,拜登的民调数据可能对本周二晚的辩论结果更为敏感,尤其是对不利的形势更敏感。比如拜登一旦表现不佳,他的民调支持率会大受影响,而特朗普的支持率虽然较低,但很稳定,看上去不可能会跌破支持率的底线(全国的30%-40%之间)。在目前的民调中(全国范围和各个战场州),拜登占优势,但特朗普有很高的“热情”优势,这意味着,相比特朗普,选民放弃拜登的速度可能快得多。尽管拜登的政治生涯很长,但此次辩论是他在很长一段时间内的最大曝光,因此在很大程度上,他需要在全国民众心目中重新塑造形象,包括减轻人们对他担任总统的体力和脑力的担忧,而且也要打消对他是某种社会主义候选人的担忧(他的反对者已经不止一次这样暗示)。不过,拜登也很可能胜出。如果他在辩论中表现稳健,有助于扩大并强化他的民调领先优势,让特朗普无法赶上和他的差距。最有可能的情形是拜登赢得辩论。特朗普很擅长在电视上沟通,如果他得以掌控全程(比如他可以挑选问问题的记者,一旦对话涉及到他不满意的方面,可以立即打断记者,或者在听到记者问出他不想听的问题时干脆走开),他将会拿出个人的最佳表现。不过,他本周二晚不会有多少掌控权,因为主持人华莱士很有公信度,不卑不亢,他就没有躲避的空间,可能会很麻烦。再加上外界对拜登的期望值低,那么拜登就有可能在周二辩论中超预期发挥,可能成为赢家。当然,可能令拜登应对困难的情况是特朗普对其儿子Hunter事件咬住不放。市场会怎样反应?对股市来说,11月大选的最佳结果是,拜登当选,同时共和党保持参议院的多数席位,因为这可以同时降低贸易和税务方面的风险。而相比于民主党同时获得白宫和参议院,市场更青睐共和党同时保持白宫和参议院的情形。因此,如果拜登在首场辩论中大赢,会让市场增加对民主党人大获全胜的预期,在一定程度上降低风险偏好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946446934,"gmtCreate":1595954207228,"gmtModify":1704210427775,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a>拿住了 进入漫长的洗盘过程。","listText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a>拿住了 进入漫长的洗盘过程。","text":"$雷神技术公司(RTX)$拿住了 进入漫长的洗盘过程。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946446934","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948786173,"gmtCreate":1595496226992,"gmtModify":1704209190643,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a>这几天闹太多!国内A股 军工大涨。不知道埋伏了这么久 美股军工有什么反应","listText":"<a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a>这几天闹太多!国内A股 军工大涨。不知道埋伏了这么久 美股军工有什么反应","text":"$雷神技术公司(RTX)$这几天闹太多!国内A股 军工大涨。不知道埋伏了这么久 美股军工有什么反应","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948786173","isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955492045,"gmtCreate":1592492556387,"gmtModify":1704199532977,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"你只要跟着高盛放的消息反正做就对了!","listText":"你只要跟着高盛放的消息反正做就对了!","text":"你只要跟着高盛放的消息反正做就对了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955492045","repostId":"1152791798","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951053495,"gmtCreate":1590590542017,"gmtModify":1704193051810,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"美国不是言论自由吗?","listText":"美国不是言论自由吗?","text":"美国不是言论自由吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951053495","repostId":"1160024141","repostType":4,"repost":{"id":"1160024141","pubTimestamp":1590590098,"share":"https://www.laohu8.com/m/news/1160024141?lang=&edition=full","pubTime":"2020-05-27 22:34","market":"us","language":"zh","title":"Twitter跌幅扩大,特朗普威胁关停社交网站","url":"https://stock-news.laohu8.com/highlight/detail?id=1160024141","media":"新浪科技","summary":"昨日,Twitter首次对特朗普“采取行动”。","content":"<p>5月27日美股盘中,<span><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>股价跌幅扩大至近4%,或结束8日连涨的势头。</span></p><p><img src=\"https://static.tigerbbs.com/569132c4690e3e69add4c7799a5f268c\" tg-width=\"840\" tg-height=\"470\"></p><p><span>据国外媒体报道,美国总统特朗普(Donald Trump)今日在Twitter上发出威胁,声称要监管或关停社交媒体公司。</span></p><p>特朗普的这一言论,正值Twitter首次对特朗普的“推文”(Twitter消息)采取行动之际。昨日,Twitter首次对特朗普“采取行动”,将他的一系列“推文”打上了应进行“事实核查”的警示标签,并提供了进一步获取信息的链接。</p><p>而今日,特朗普就威胁要监管或关停社交媒体公司。在没有提供任何证据的情况下,特朗普今日在Twitter上的两个帖子中,再次指责了社交媒体的政治偏见。</p><p>特朗普说:“共和党人认为,社交媒体平台完全压制了保守派的声音。我们将对他们进行强有力的监管,或者关停他们。2016年,他们也曾尝试过这样做,但失败了。我们不能让更复杂的情况再次发生。”特朗普最后还补充说:“社交媒体,要整治你们的行为,就是现在!!!!”</p><p>事实上,早在2018年8月,特朗普就曾炮轰<span>谷歌</span>、Twitter和<span>Facebook</span>,称这些网站对他有歧视。以谷歌为例,特朗普称谷歌操控搜索结果,凡是有关“特朗普”的搜索结果都是“坏消息”。</p><p>本月中旬,特朗普曾在“推文”中称,“激进左派”完全掌控着Facebook、Instagram、Twitter和谷歌,政府正努力纠正这种违法情况。(李明)</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter跌幅扩大,特朗普威胁关停社交网站</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\">\nTwitter跌幅扩大,特朗普威胁关停社交网站\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-27 22:34 北京时间 <a href=https://tech.sina.com.cn/i/2020-05-27/doc-iircuyvi5355120.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月27日美股盘中,Twitter股价跌幅扩大至近4%,或结束8日连涨的势头。据国外媒体报道,美国总统特朗普(Donald Trump)今日在Twitter上发出威胁,声称要监管或关停社交媒体公司。特朗普的这一言论,正值Twitter首次对特朗普的“推文”(Twitter消息)采取行动之际。昨日,Twitter首次对特朗普“采取行动”,将他的一系列“推文”打上了应进行“事实核查”的警示标签,并提供...</p>\n\n<a href=\"https://tech.sina.com.cn/i/2020-05-27/doc-iircuyvi5355120.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://tech.sina.com.cn/i/2020-05-27/doc-iircuyvi5355120.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160024141","content_text":"5月27日美股盘中,Twitter股价跌幅扩大至近4%,或结束8日连涨的势头。据国外媒体报道,美国总统特朗普(Donald Trump)今日在Twitter上发出威胁,声称要监管或关停社交媒体公司。特朗普的这一言论,正值Twitter首次对特朗普的“推文”(Twitter消息)采取行动之际。昨日,Twitter首次对特朗普“采取行动”,将他的一系列“推文”打上了应进行“事实核查”的警示标签,并提供了进一步获取信息的链接。而今日,特朗普就威胁要监管或关停社交媒体公司。在没有提供任何证据的情况下,特朗普今日在Twitter上的两个帖子中,再次指责了社交媒体的政治偏见。特朗普说:“共和党人认为,社交媒体平台完全压制了保守派的声音。我们将对他们进行强有力的监管,或者关停他们。2016年,他们也曾尝试过这样做,但失败了。我们不能让更复杂的情况再次发生。”特朗普最后还补充说:“社交媒体,要整治你们的行为,就是现在!!!!”事实上,早在2018年8月,特朗普就曾炮轰谷歌、Twitter和Facebook,称这些网站对他有歧视。以谷歌为例,特朗普称谷歌操控搜索结果,凡是有关“特朗普”的搜索结果都是“坏消息”。本月中旬,特朗普曾在“推文”中称,“激进左派”完全掌控着Facebook、Instagram、Twitter和谷歌,政府正努力纠正这种违法情况。(李明)","news_type":1},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953728688,"gmtCreate":1590567611244,"gmtModify":1704192910592,"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513899631032529","idStr":"3513899631032529"},"themes":[],"htmlText":"<a 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