小嘉爱林颖的个人主页 - 老虎社区

小嘉爱林颖

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小嘉爱林颖

2022-04-13

又他妈放鹰

抱歉，原内容已删除

小嘉爱林颖

2022-04-10

我并不看好纳斯达克我认为回归就九千点差不多

小嘉爱林颖

2021-07-03

对

@iAm22:$维他奶国际(00345)$凉凉了[抠鼻] 。这维他奶一直就不觉得有多好喝啊。大陆地区销售额这么高啊

小嘉爱林颖

2021-06-30

嘉凯城

抱歉，原内容已删除

小嘉爱林颖

2021-06-30

你看一下恒大和许家印一共卖了多少资产

恒大“三条红线”破局：一条已变绿

小嘉爱林颖

2021-06-30

切

抱歉，原内容已删除

小嘉爱林颖

2020-04-20

求熔断

@墨羽青:$道琼斯(.DJI)$求求你熔断吧[流泪] [流泪] [流泪]

小嘉爱林颖

2020-03-13

特兄救市吧

特朗普的选择题：救市还是救命？

小嘉爱林颖

2020-03-13

特兄

抱歉，原内容已删除

小嘉爱林颖

2020-03-13

$A50指数主连(CNmain)$不涨停不好意思

小嘉爱林颖

2020-03-13

$A50指数主连(CNmain)$放水了

小嘉爱林颖

2020-03-13

找死

@学习者0811:$道琼斯(.DJI)$5000亿？哈哈？饮鸩止渴

小嘉爱林颖

2020-03-02

这篇文章不错，转发给大家看

【数据】美联储降息猜想叠加技术因素导致美股反弹

小嘉爱林颖

2019-11-26

$嘉楠科技(CAN)$ 嘿嘿

小嘉爱林颖

2019-11-26

$嘉楠科技(CAN)$ 呵呵了

小嘉爱林颖

2019-11-25

$周黑鸭(01458)$ 唉

小嘉爱林颖

2019-11-20

哦

@Nyuki:$A50指数主连(CNmain)$ 别问了。就是这么回事

小嘉爱林颖

2019-11-08

$富国银行(WFC)$ 加油

小嘉爱林颖

2019-10-31

$苹果(AAPL)$ 唉看涨

小嘉爱林颖

2019-10-18

强条两天一根大阳线拉过去

去老虎APP查看更多动态

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href=\"https://baijiahao.baidu.com/s?id=1703963363512108418&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"source_url":"https://baijiahao.baidu.com/s?id=1703963363512108418&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122514471","content_text":"6月30日，恒大集团对外透露，截至目前恒大净负债率已降至100%以下，顺利实现一条“红线”变绿。\n\n2020年3月，恒大宣布实施“高增长、控规模、降负债”发展战略，要用最大的决心、最大的力度，推动负债持续大幅下降。本月初，恒大集团董事局主席许家印在战略合作伙伴年度交流会上曾表示，“到今年6月30日，恒大有息负债总额将降至5字头，至少实现一条红线变绿。”显然，恒大再次如期兑现了“承诺”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153214336,"gmtCreate":1625027134925,"gmtModify":1625027134925,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"切","listText":"切","text":"切","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153214336","repostId":"1122514471","repostType":4,"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922035089,"gmtCreate":1587390261041,"gmtModify":1704363900068,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"求熔断","listText":"求熔断","text":"求熔断","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922035089","repostId":"922036822","repostType":1,"repost":{"id":922036822,"gmtCreate":1587390126266,"gmtModify":1704363897991,"author":{"id":"3503807696202527","authorId":"3503807696202527","name":"墨羽青","avatar":"https://static.tigerbbs.com/a38b7d91aeed11742efd0fafb44a9b6d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922036822","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964054087,"gmtCreate":1584107732849,"gmtModify":1704353100502,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"特兄救市吧","listText":"特兄救市吧","text":"特兄救市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964054087","repostId":"1107432208","repostType":2,"repost":{"id":"1107432208","pubTimestamp":1584107521,"share":"https://www.laohu8.com/m/news/1107432208?lang=&edition=full","pubTime":"2020-03-13 21:52","market":"us","language":"zh","title":"特朗普的选择题：救市还是救命？","url":"https://stock-news.laohu8.com/highlight/detail?id=1107432208","media":"FT中文网","summary":"金融市场的地狱闸门已经打开。","content":"<p>作者：刘裘蒂</p><p><span>救市？还是救命？面对汹涌而来的新冠疫情此起彼落地在世界各角落爆发，全球的领导人，都面临同样的问题。</span></p><p><span>当世界卫生组织（WHO）在3月11日宣布新冠肺炎已经形成“全球大流行”，特朗普当日美东时间晚9时在白宫对全体美国人民做了演说。在他照着读稿机念台词之后，道琼斯的期权指数下跌了1000多点。</span></p><p><span>3月12日，尽管美联储宣布向银行提供至少1.5万亿美元的流动资金，标普500收盘下跌9.5％，道琼斯工业平均指数跌幅10％，经历了自1987年“黑色星期一”股市崩盘以来的最大单日跌幅。美国股市已经在3月11日正式进入熊市，加上12日的雪崩式下跌，美国主要股指已经从2月19日达到的历史性高点下跌了接近30％。</span></p><p><img src=\"https://static.tigerbbs.com/2ad406ae98dd81d10e41517050310656\" /></p><p><span>金融市场的地狱闸门已经打开。</span></p><p><span>恐慌性抛售背后主要的原因是投资者和美国大众心里没底：目前疫情到底有多糟？电视评论员问：美国是不是“两个星期前的意大利”？</span></p><p><span>终于承认“山雨欲来风满楼”的特朗普，在演说中强调各种因应的财税措施，包括给受影响的企业注入额外的资本和流动性、释放2000亿流动性、和减免工资税。“我们经济很好，强大的经济给我们充分的资源应对各种挑战，这不是金融危机，只是短暂的插曲。”</span></p><p><span>但美国将从3月13日午夜23：59起，对欧盟国家实行至少为期一个月的旅行禁令，使投资者担忧对于双边经济的冲击。</span></p><p><span>在时长10分钟的演说中，特朗普除了称赞自己在疫情爆发初期对中国封关的果断措施，怪罪欧盟“因为未对中国实行旅行禁令”而变得一团糟，还自诩美国有优异的医疗系统和最专业的团队，没有什么可怕的。</span></p><p><span>但股市依然崩盘。特朗普企图安抚民心的演说为什么失败了？感觉上，他端出了一系列财税措施来保障经济，给人的整体印象是“救市”比“救命”重要。</span></p><p><span>特朗普说：“本周初，我会见了健康保险行业的领导人，他们同意取消冠状病毒治疗的所有自付费用，将保险范围扩大到这些治疗，并防止额外的医疗费用。”</span></p><p><span>“我们正在削减大量繁文缛节，以在创纪录的时间内提供抗病毒治疗。这些举措将大大减少病毒的影响和传播范围。”</span></p><p><span>“此外上周我签署了一项83亿美元的资金法案，以帮助美国疾控中心（CDC）和其他政府机构与病毒作斗争，并支持疫苗、治疗和医疗用品的分发。测试和测试能力每天都在迅速扩展。我们火速行进。”</span></p><p><span>我认为，取消检测费用和强制提供带薪病假，可使劳动力不至于因没有保险或为保住饭碗而隐瞒病情，的确是抗疫急需的举措。但美国政府必须对疫情有一致的说法，在民众中产生公信力，使他们愿意配合。</span></p><p><span>最重要的是，特朗普直到演说前一天还一直发推文说，新冠病毒不过像流感一样，没什么大不了的。这种违反医学常识、不戒慎恐惧的态度真是十分可怕。</span></p><p><span>特朗普认为他的连任与经济和股市息息相关，但我认为在目前的健康危机下，必须先救命才能救市。</span></p><p><span>在演说中，特朗普只说会扩大检验，但是没有提供具体细节。众所周知，在3月6日前美国各地仍然极度缺乏检测盒。比方说，他应该解释：目前各州的医院已经如何动员起来？如果病例暴增，医院将如何分流？医疗设施和保护用品的短缺如何弥补？</span></p><p><span>美国疾控中心在3月10日发布新指南指出，由于“口罩的供应链无法满足需求”，医护人员在治疗新冠病毒患者时，不必使用专门的N95口罩，可以改用普通外科手术口罩。这个举措让医疗专家担心医护人员交叉感染的危险。</span></p><p><span>美国民众目前真正需要知情的是：美国的医疗系统如何不被瘫痪？如何井然有序地断绝传染途径？如何避免专家所预测最坏的情况，即60%到70%的人口都会染上此病？</span></p><p><span>美国民主党领导人众议院议长佩洛西和参议院少数党领袖舒默呼吁共和党人支持一项法案，包括免费的冠状病毒测试、带薪紧急休假、提高工人的失业保险以及其他措施。他们在联合声明中指出：“我们国家发生了公共卫生危机，而确保美国人民安全并确保其经济安全的最佳方法，就是让总统专注于遏制冠状病毒本身的扩散。令人震惊的是，总统没有透露政府将如何解决整个美国缺乏冠状病毒检测盒的问题。”</span></p><p><span>WHO在宣布“全球大流行”时描述许多政府“令人震惊的无为而治”。《纽约时报》认为，比2008年国际金融危机更糟糕的是，世界各国像是“没有指挥”的杂音“合唱团”，美国在二战后扮演的主导角色，在特朗普手上失去效应，因为他更相信以高筑边界围墙的方式来防堵疫情。</span></p><p><span>过山车一样的股市，缺乏关于测试、取消公共聚会和隔离的共同标准，导致美国部分地区疫情堪忧，特别是在人口密集、精英聚集的纽约大都会区、北加州硅谷湾区以及西雅图市。</span></p><p><span>新冠病毒已经席卷西雅图地区至少11个养老院的设施。目前华盛顿州至少有31人死于病毒，几乎都与柯克兰养老院或附近的其他四个长期护理机构有关。到3月11日为止，柯克兰养老院 180名员工中，已有67人出现染病症状。当地官员和家属批评养老院管理参差不齐，而且信息传播混乱。疫情爆发初期的媒体图片显示，医护人员在运送养老院里的病患时，只披着单薄、非密闭浅蓝半身医护围兜，没有穿戴防护镜或头盔。</span></p><p><span>最近在哈佛大学举行的新冠病毒研讨会上，问答环节中来自该校公共卫生学院的学生，问专家对美国此次新冠疫情应对措施的看法。哈佛大学公共卫生研究讲座教授巴里布•卢姆表示，医疗保健系统中的所有工作人员都必须受到保护，以免被接触的病人感染。但美国从日本游轮上接回的人员中，已有14名确诊感染者。据他所知，一批护士和卫生人员既没有经过传染病应对和处理的培训，又没有佩戴防护装备，没有口罩，就被派往机场接机。因此这些人都暴露在感染风险中。</span></p><p><span>武汉和意大利的例子显示，致死率随着人口患病率上升急剧攀升，一旦患病率激增，自然的结果是压垮医疗体制和医护人员，从原本的健康危机爆发为医疗系统的危机。美国现在面临的极限挑战是测试不足，测试盒的供应和程序都未上轨道，联邦政府的疾控中心在3月底前用极高的标准和极少的准许定点限制测试数量，现在虽然名义上开放给各州和私人实验室，但由于人力和耗材上的短缺，不知道何时才能充分掌握流程。</span></p><p><span>有些实验室警告说，它们用于从呼吸道提取病毒RNA的耗材数量不足，而这些试剂盒中并不附带这些耗材。本来RNA提取耗材是随手可得的，但正如其他医护器材的严重短缺一样，一旦“世界上每个人都在尝试提取RNA”，这样的耗材远远不够。</span></p><p><span>美国卫生和公共服务部3月4日表示，如果美国的新冠病毒爆发达到大流行程度，医护人员将需要35亿个口罩。目前美国应急储备包括大约1200万个N95口罩和3000万个外科口罩，大约是所需数量的1％。</span></p><p><span>随着新冠病毒继续在全球蔓延，WHO估计，每个月将需要使用8900万个医用口罩，7600万个检查手套和160万个护目镜，因而敦促医疗用品制造商将产量提高40％。但美国基本上依赖国外的口罩生产线。</span></p><p><span>戴不戴口罩固然有文化上的差异，但我认为主要并不是社会彼此信任度的问题。有人说在一个高度有公德的社会里，0.1%生病的人一定会戴口罩，那么99.9%没有生病的人就不用戴口罩了！但这个假设忽略了三个前提：</span></p><p><b><span>第一，感染病毒的人可能没有症状，甚至可能是超级传播者。</span></b></p><p><b><span>第二，生活中口沫横飞的情况真不少。</span></b><span>像纽约这样人口密集的大都会，公共场所如地铁的卫生堪忧，必须学会自保。</span></p><p><b><span>第三，如果我们不确定只有0.1%的感染数字（或比例上表示很低的象征数字）呢？</span></b></p><p><span>一旦疫情向其他国家扩散，便已经到了防不胜防的地步，华人社团和个人已经掏空了美国口罩市场。</span></p><p><span>另外，美国民众普遍缺乏经过SARS洗礼的警觉性，这反映在对使用口罩的态度上，这是防疫的漏洞，而现在由于口罩严重短缺，更必须把珍贵的物资留给医护人员。</span></p><p><span>特朗普虽然在演说中强调两党应该超越政治，共同促成抗疫的协力举措。但之前，特朗普政府明显是出于政治考量而淡化疫情，不仅误判了疫情的严重性，也未对大众做出适当警醒，以至于误失良机。</span></p><p><span>目前美国一些地区距离“武汉化”或“意大利化”只有一个非常短窄的窗口。一些州和市的政府正自行采取比联邦政府指令更严厉的行动，比方说，纽约州长科莫在3月7日出现89个新冠病毒确诊病例后宣布该州进入紧急状态。随后在出现大规模群聚感染的新罗谢尔镇建立“控制区”，关闭学校等公共场所，并派遣国民警卫队进驻，协助消毒和分送食物。纽约州将与28个私人实验室签订合同，以提高检测新冠病毒的能力。</span></p><p><span>纽约市新冠病毒感染确诊案例升至95例之后，市长白思豪在3月12日宣布该市进入紧急状态，并表示预计病例数到下周将增至千人以上。目前虽然继续保持公共交通，学校和医疗机构开放，但百老汇剧场全面熄灯，纽约市许多博物馆（包括大都会）已经宣布暂停开放。</span></p><p><span>特朗普如果今年11月选举还想有戏的话，必须明白：此时此刻，救命比救市重要，唯有救命才能救市。</span></p>","source":"FTZWW","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特朗普的选择题：救市还是救命？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-13 21:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/356022><strong>FT中文网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：刘裘蒂救市？还是救命？面对汹涌而来的新冠疫情此起彼落地在世界各角落爆发，全球的领导人，都面临同样的问题。当世界卫生组织（WHO）在3月11日宣布新冠肺炎已经形成“全球大流行”，特朗普当日美东时间晚9时在白宫对全体美国人民做了演说。在他照着读稿机念台词之后，道琼斯的期权指数下跌了1000多点。3月12日，尽管美联储宣布向银行提供至少1.5万亿美元的流动资金，标普500收盘下跌9.5％，...</p>\n\n<a href=\"https://www.gelonghui.com/p/356022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c21335c9fbf67353f7991d911935c983","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.gelonghui.com/p/356022","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107432208","content_text":"作者：刘裘蒂救市？还是救命？面对汹涌而来的新冠疫情此起彼落地在世界各角落爆发，全球的领导人，都面临同样的问题。当世界卫生组织（WHO）在3月11日宣布新冠肺炎已经形成“全球大流行”，特朗普当日美东时间晚9时在白宫对全体美国人民做了演说。在他照着读稿机念台词之后，道琼斯的期权指数下跌了1000多点。3月12日，尽管美联储宣布向银行提供至少1.5万亿美元的流动资金，标普500收盘下跌9.5％，道琼斯工业平均指数跌幅10％，经历了自1987年“黑色星期一”股市崩盘以来的最大单日跌幅。美国股市已经在3月11日正式进入熊市，加上12日的雪崩式下跌，美国主要股指已经从2月19日达到的历史性高点下跌了接近30％。金融市场的地狱闸门已经打开。恐慌性抛售背后主要的原因是投资者和美国大众心里没底：目前疫情到底有多糟？电视评论员问：美国是不是“两个星期前的意大利”？终于承认“山雨欲来风满楼”的特朗普，在演说中强调各种因应的财税措施，包括给受影响的企业注入额外的资本和流动性、释放2000亿流动性、和减免工资税。“我们经济很好，强大的经济给我们充分的资源应对各种挑战，这不是金融危机，只是短暂的插曲。”但美国将从3月13日午夜23：59起，对欧盟国家实行至少为期一个月的旅行禁令，使投资者担忧对于双边经济的冲击。在时长10分钟的演说中，特朗普除了称赞自己在疫情爆发初期对中国封关的果断措施，怪罪欧盟“因为未对中国实行旅行禁令”而变得一团糟，还自诩美国有优异的医疗系统和最专业的团队，没有什么可怕的。但股市依然崩盘。特朗普企图安抚民心的演说为什么失败了？感觉上，他端出了一系列财税措施来保障经济，给人的整体印象是“救市”比“救命”重要。特朗普说：“本周初，我会见了健康保险行业的领导人，他们同意取消冠状病毒治疗的所有自付费用，将保险范围扩大到这些治疗，并防止额外的医疗费用。”“我们正在削减大量繁文缛节，以在创纪录的时间内提供抗病毒治疗。这些举措将大大减少病毒的影响和传播范围。”“此外上周我签署了一项83亿美元的资金法案，以帮助美国疾控中心（CDC）和其他政府机构与病毒作斗争，并支持疫苗、治疗和医疗用品的分发。测试和测试能力每天都在迅速扩展。我们火速行进。”我认为，取消检测费用和强制提供带薪病假，可使劳动力不至于因没有保险或为保住饭碗而隐瞒病情，的确是抗疫急需的举措。但美国政府必须对疫情有一致的说法，在民众中产生公信力，使他们愿意配合。最重要的是，特朗普直到演说前一天还一直发推文说，新冠病毒不过像流感一样，没什么大不了的。这种违反医学常识、不戒慎恐惧的态度真是十分可怕。特朗普认为他的连任与经济和股市息息相关，但我认为在目前的健康危机下，必须先救命才能救市。在演说中，特朗普只说会扩大检验，但是没有提供具体细节。众所周知，在3月6日前美国各地仍然极度缺乏检测盒。比方说，他应该解释：目前各州的医院已经如何动员起来？如果病例暴增，医院将如何分流？医疗设施和保护用品的短缺如何弥补？美国疾控中心在3月10日发布新指南指出，由于“口罩的供应链无法满足需求”，医护人员在治疗新冠病毒患者时，不必使用专门的N95口罩，可以改用普通外科手术口罩。这个举措让医疗专家担心医护人员交叉感染的危险。美国民众目前真正需要知情的是：美国的医疗系统如何不被瘫痪？如何井然有序地断绝传染途径？如何避免专家所预测最坏的情况，即60%到70%的人口都会染上此病？美国民主党领导人众议院议长佩洛西和参议院少数党领袖舒默呼吁共和党人支持一项法案，包括免费的冠状病毒测试、带薪紧急休假、提高工人的失业保险以及其他措施。他们在联合声明中指出：“我们国家发生了公共卫生危机，而确保美国人民安全并确保其经济安全的最佳方法，就是让总统专注于遏制冠状病毒本身的扩散。令人震惊的是，总统没有透露政府将如何解决整个美国缺乏冠状病毒检测盒的问题。”WHO在宣布“全球大流行”时描述许多政府“令人震惊的无为而治”。《纽约时报》认为，比2008年国际金融危机更糟糕的是，世界各国像是“没有指挥”的杂音“合唱团”，美国在二战后扮演的主导角色，在特朗普手上失去效应，因为他更相信以高筑边界围墙的方式来防堵疫情。过山车一样的股市，缺乏关于测试、取消公共聚会和隔离的共同标准，导致美国部分地区疫情堪忧，特别是在人口密集、精英聚集的纽约大都会区、北加州硅谷湾区以及西雅图市。新冠病毒已经席卷西雅图地区至少11个养老院的设施。目前华盛顿州至少有31人死于病毒，几乎都与柯克兰养老院或附近的其他四个长期护理机构有关。到3月11日为止，柯克兰养老院 180名员工中，已有67人出现染病症状。当地官员和家属批评养老院管理参差不齐，而且信息传播混乱。疫情爆发初期的媒体图片显示，医护人员在运送养老院里的病患时，只披着单薄、非密闭浅蓝半身医护围兜，没有穿戴防护镜或头盔。最近在哈佛大学举行的新冠病毒研讨会上，问答环节中来自该校公共卫生学院的学生，问专家对美国此次新冠疫情应对措施的看法。哈佛大学公共卫生研究讲座教授巴里布•卢姆表示，医疗保健系统中的所有工作人员都必须受到保护，以免被接触的病人感染。但美国从日本游轮上接回的人员中，已有14名确诊感染者。据他所知，一批护士和卫生人员既没有经过传染病应对和处理的培训，又没有佩戴防护装备，没有口罩，就被派往机场接机。因此这些人都暴露在感染风险中。武汉和意大利的例子显示，致死率随着人口患病率上升急剧攀升，一旦患病率激增，自然的结果是压垮医疗体制和医护人员，从原本的健康危机爆发为医疗系统的危机。美国现在面临的极限挑战是测试不足，测试盒的供应和程序都未上轨道，联邦政府的疾控中心在3月底前用极高的标准和极少的准许定点限制测试数量，现在虽然名义上开放给各州和私人实验室，但由于人力和耗材上的短缺，不知道何时才能充分掌握流程。有些实验室警告说，它们用于从呼吸道提取病毒RNA的耗材数量不足，而这些试剂盒中并不附带这些耗材。本来RNA提取耗材是随手可得的，但正如其他医护器材的严重短缺一样，一旦“世界上每个人都在尝试提取RNA”，这样的耗材远远不够。美国卫生和公共服务部3月4日表示，如果美国的新冠病毒爆发达到大流行程度，医护人员将需要35亿个口罩。目前美国应急储备包括大约1200万个N95口罩和3000万个外科口罩，大约是所需数量的1％。随着新冠病毒继续在全球蔓延，WHO估计，每个月将需要使用8900万个医用口罩，7600万个检查手套和160万个护目镜，因而敦促医疗用品制造商将产量提高40％。但美国基本上依赖国外的口罩生产线。戴不戴口罩固然有文化上的差异，但我认为主要并不是社会彼此信任度的问题。有人说在一个高度有公德的社会里，0.1%生病的人一定会戴口罩，那么99.9%没有生病的人就不用戴口罩了！但这个假设忽略了三个前提：第一，感染病毒的人可能没有症状，甚至可能是超级传播者。第二，生活中口沫横飞的情况真不少。像纽约这样人口密集的大都会，公共场所如地铁的卫生堪忧，必须学会自保。第三，如果我们不确定只有0.1%的感染数字（或比例上表示很低的象征数字）呢？一旦疫情向其他国家扩散，便已经到了防不胜防的地步，华人社团和个人已经掏空了美国口罩市场。另外，美国民众普遍缺乏经过SARS洗礼的警觉性，这反映在对使用口罩的态度上，这是防疫的漏洞，而现在由于口罩严重短缺，更必须把珍贵的物资留给医护人员。特朗普虽然在演说中强调两党应该超越政治，共同促成抗疫的协力举措。但之前，特朗普政府明显是出于政治考量而淡化疫情，不仅误判了疫情的严重性，也未对大众做出适当警醒，以至于误失良机。目前美国一些地区距离“武汉化”或“意大利化”只有一个非常短窄的窗口。一些州和市的政府正自行采取比联邦政府指令更严厉的行动，比方说，纽约州长科莫在3月7日出现89个新冠病毒确诊病例后宣布该州进入紧急状态。随后在出现大规模群聚感染的新罗谢尔镇建立“控制区”，关闭学校等公共场所，并派遣国民警卫队进驻，协助消毒和分送食物。纽约州将与28个私人实验室签订合同，以提高检测新冠病毒的能力。纽约市新冠病毒感染确诊案例升至95例之后，市长白思豪在3月12日宣布该市进入紧急状态，并表示预计病例数到下周将增至千人以上。目前虽然继续保持公共交通，学校和医疗机构开放，但百老汇剧场全面熄灯，纽约市许多博物馆（包括大都会）已经宣布暂停开放。特朗普如果今年11月选举还想有戏的话，必须明白：此时此刻，救命比救市重要，唯有救命才能救市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964052519,"gmtCreate":1584107686731,"gmtModify":1704353098764,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"特兄","listText":"特兄","text":"特兄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964052519","repostId":"1107432208","repostType":2,"isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964068062,"gmtCreate":1584105754356,"gmtModify":1704353065984,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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17:33","market":"fut","language":"zh","title":"【数据】美联储降息猜想叠加技术因素导致美股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2016435725","media":"CME","summary":"上个交易日（北京时间3月2日），E-迷你纳斯达克100（E-MINI NASDAQ100）NQU9合约涨141点（1.66%）；迷你标普500（E-MINI S&P500）ESU9合约涨41.75点（","content":"<html><body><div>\n<div>      上个交易日（北京时间3月2日），E-迷你纳斯达克100（E-MINI NASDAQ100）NQU9合约涨141点（1.66%）；迷你标普500（E-MINI S&amp;P500）ESU9合约涨41.75点（1.42%）；E-迷你道琼斯（E-MINI DOW）YMU9合约涨414点（1.63%）。 </div>\n<div>      随着美国股市连续7个交易日下跌，鲍威尔当地时间上周五下午表示，美联储正“密切监控”事态发展，“将使用其工具并酌情采取行动以支持经济。”　媒体解读，鲍威尔这一讲话“强烈暗示将在3月17-18日的FOMC（联邦公开市场委员会）会议上降息，甚至在这之前。”<a href=\"https://laohu8.com/S/GS\">高盛</a>预计，美联储将会在3月18日之前降息50个基点，第二季度进一步降息50个基点，共计降息100个基点。</div>\n<div>      国际衍生品智库分析师认为：美股连跌一周，今天反弹既是技术需要也是对美联储降息猜想的回应。但靠美联储降息手段能否扭转形势值得怀疑。近期形式微妙，短线可以观望。</div>\n<br/><br/><br/>免责条款<br/>\r\n本报告版权归“国际衍生品智库”所有。未经事先书面授权，任何人不得对本报告进行任何形式的发布、复制。如引用、刊发，需注明出处为“国际衍生品智库”，且不得对本报告进行有悖原意的删节和修改。 本报告基于我公司及其研究人员认为可信的公开资料或实地调研资料，但我公司及其研究人员对这些信息的准确性和完整性不作任何保证，且本报告中的资料、意见、预测均反映报告初次公开发布时的判断，可能会随时调整。报告中的信息，以及所表达意见不构成投资、法律、会计或税务的最终操作建议，我们不就报告中的内容对最终操作建议做出任何担保。\r\n                            </div></body></html>","source":"sunedu","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>【数据】美联储降息猜想叠加技术因素导致美股反弹</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【数据】美联储降息猜想叠加技术因素导致美股反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-02 17:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=10&id=19905><strong>CME</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上个交易日（北京时间3月2日），E-迷你纳斯达克100（E-MINI NASDAQ100）NQU9合约涨141点（1.66%）；迷你标普500（E-MINI S&P500）ESU9合约涨41.75点（1.42%）；E-迷你道琼斯（E-MINI DOW）YMU9合约涨414点（1.63%）。 \n      随着美国股市连续7个交易日下跌，鲍威尔当地时间上周五下午表示，美联储正“密切监控”事态发展，“...</p>\n\n<a href=\"http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=10&id=19905\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{},"source_url":"http://www.sun-edu.cn/zhiku/index.php?m=content&c=index&a=show&catid=10&id=19905","is_english":false,"share_image_url":"https://static.laohu8.com/f4194a6170df413b318136712477adde","article_id":"2016435725","content_text":"上个交易日（北京时间3月2日），E-迷你纳斯达克100（E-MINI NASDAQ100）NQU9合约涨141点（1.66%）；迷你标普500（E-MINI S&P500）ESU9合约涨41.75点（1.42%）；E-迷你道琼斯（E-MINI DOW）YMU9合约涨414点（1.63%）。 \n      随着美国股市连续7个交易日下跌，鲍威尔当地时间上周五下午表示，美联储正“密切监控”事态发展，“将使用其工具并酌情采取行动以支持经济。”　媒体解读，鲍威尔这一讲话“强烈暗示将在3月17-18日的FOMC（联邦公开市场委员会）会议上降息，甚至在这之前。”高盛预计，美联储将会在3月18日之前降息50个基点，第二季度进一步降息50个基点，共计降息100个基点。\n      国际衍生品智库分析师认为：美股连跌一周，今天反弹既是技术需要也是对美联储降息猜想的回应。但靠美联储降息手段能否扭转形势值得怀疑。近期形式微妙，短线可以观望。\n免责条款\r\n本报告版权归“国际衍生品智库”所有。未经事先书面授权，任何人不得对本报告进行任何形式的发布、复制。如引用、刊发，需注明出处为“国际衍生品智库”，且不得对本报告进行有悖原意的删节和修改。 本报告基于我公司及其研究人员认为可信的公开资料或实地调研资料，但我公司及其研究人员对这些信息的准确性和完整性不作任何保证，且本报告中的资料、意见、预测均反映报告初次公开发布时的判断，可能会随时调整。报告中的信息，以及所表达意见不构成投资、法律、会计或税务的最终操作建议，我们不就报告中的内容对最终操作建议做出任何担保。","news_type":1},"isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937947223,"gmtCreate":1574730121562,"gmtModify":1704728375798,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>&nbsp;嘿嘿","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>&nbsp;嘿嘿","text":"$嘉楠科技(CAN)$ 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12:46","market":"us","language":"zh","title":"十动然拒！伦交所将拒绝香港，英媒披露两大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=1966162812","media":"英伦投资客","summary":"港交所想用296亿英镑（约2868亿港币，2600亿人民币）收购伦交所的世纪大交易，大家都知道了。\n\n都说是“世纪联姻”，但这笔交易目前还只是停留在“求婚”阶段，而且还是一场“意外求婚”。\n特别昨天消","content":"<p><span>港交所想用296亿英镑（约2868亿港币，2600亿人民币）收购伦交所的世纪大交易，大家都知道了。</span></p>\n<div>\n <p><span>都说是“世纪联姻”，但这笔交易目前还只是停留在“求婚”阶段，而且还是一场“意外求婚”。</span></p>\n <p><span>特别昨天消息刚出来的时候，伦交所说自己也是刚刚才知道这件事，慌忙表示会慎重考虑。</span></p>\n <p><img src=\"https://static.tigerbbs.com/3662370730676cae710c19f914ad0e28\"></p>\n <p><span></span><span>据英国《每日电讯报》披露，伦交所事先并不知道港交所将要宣布此事，对这个收购要约没什么准备。</span></p>\n <p><span>过了一小时，伦交所才匆忙发出回应公告，表示港交所的提议是<strong>“未经请求的、初步的且高度有条件的”</strong>。</span></p>\n <p><span><img src=\"https://static.tigerbbs.com/885b8d0afdb715f5cbce8035a130ceeb\"></span></p>\n <p><span>这边先简单解释一下，我看到国内媒体对这个交易报道很多，但大部分标题用的是，<span>港交所提议与伦交所合并。</span></span></p>\n <p><span>事实上是，港交所收购伦交所，这本质上就是一场收购。</span></p>\n <p><span>从操作上来看，这笔交易是由<span>港交所发行股份支付现金，</span></span><span>而不是伦交所发行股份支付现金，且收购案完成之后，港交所的控制权并没有发生实质性变化，但伦交所的控制权会发生重大变化。</span></p>\n <p><span>因此，这笔交易就是一场由港交所主动发起的收购，需要伦交所考虑清楚，点头同意才算数。</span></p>\n <p><span><img src=\"https://static.tigerbbs.com/cab9e65b66c2ca9652285bfa973e731d\"></span></p>\n <p><span>对于这笔收购要约，还没等伦交所考虑清楚，《金融时报》就在今天率先披露，<strong>伦交所倾向于拒绝这笔交易</strong>，原因是担心</span><span>政治风险和交易结构，且伦交所致力于完成自己的重磅交易：以270亿美元收购数据和贸易集团路孚特（Refinitiv）。</span></p>\n <p><span>接近伦交所董事会的两名人士对《金融时报》表示，英国倾向于拒绝香港方面的提议。</span></p>\n <p><img src=\"https://static.tigerbbs.com/92e5193810ec6502d10e2d813c0f9640\"></p>\n <p><span>英国金融时报今日头版头条：伦敦证券交易所<a href=\"https://laohu8.com/S/LSE.UK\">$(LSE.UK)$</a>将断然拒绝香港320英镑的收购提议</span><span></span></p>\n <p><span>值得一提的是，昨天港交所溢价23%收购伦交所的消息一出，伦交所的股票马上飙涨16%（伦交所也是上市公司，在自家交易所上市），但后来开始回落，收于72.14英镑，当日上涨6%。</span></p>\n <p><span>英国Sky News认为，股价的回落是由于市场担心港交所对伦交所的收购仍面临许多障碍，<span>普遍怀疑交易能否达成。</span></span></p>\n <p><span><img src=\"https://static.tigerbbs.com/b21cb177f18f72f30fac286ea15eb205\"></span></p>\n <p><span>接下来，我会结合《金融时报》今天所列出的两大原因，简单分析一下为什么伦交所准备拒绝港交所的收购提议：</span></p>\n <p><span><strong><span>一、“小三”<span>Refinitiv</span></span></strong></span></p>\n <p><span>首先，在港交所给出的收购提议中，存在一个“小三”条款。</span></p>\n <p><span>仔细查看港交所的收购公告，我们会发现，最后面有提到一个前提条件，即希望伦交所<strong>停止收购Refinitiv</strong>。</span></p>\n <p><img src=\"https://static.tigerbbs.com/9d821781fc4553b9f5341f9bb7593462\"></p>\n <p><span>换句话说，港交所愿意开高价收购，但前提是伦交所不能买<span>Refinitiv</span>。</span></p>\n <p><span>Refinitiv，中文叫做“路孚特”，是一家金融数据公司，前身是汤森路透<a href=\"https://laohu8.com/S/TRI\">$(TRI)$</a>（Thomson Reuter）的金融与风险事业部。</span></p>\n <p><span><span>路孚特</span>在全球拥有19,000名员工，服务超过40,000家金融机构以及超过190个国家的客户。</span></p>\n <p><img src=\"https://static.tigerbbs.com/aded5b0a16a75dd4e9ca9b91320fe97c\"></p>\n <p><span>2018年，汤森路透以200亿美元的价格将自身的金融与风险事业部55%的股权出让给<strong>美国公司黑石<a href=\"https://laohu8.com/S/BX\">$(BX)$</a>（Blackstone）</strong>，剩下的45%的股份由汤森路透继续持有。</span></p>\n <p><span>就在一个多月前（2019年7月29日），伦交所对路孚特提出了收购要约，拟通过换股的方式收购路孚特，收购代价为270亿美元，<span>路孚特</span>给予了积极回应。</span></p>\n <p><img src=\"https://static.tigerbbs.com/3c45b6173b91b6647cae1f786e85c96f\"></p>\n <p><span>可以看出，伦交所收购<span>路孚特</span>本质上是一场<strong>英美资本的结合</strong>，而港交所不只想求婚，还想横刀夺爱，拆散这桩交易。</span></p>\n <p><span>据英媒分析，<strong><span>伦交所发起的收购将主要通过向Refinitiv的股东发行新股来支付</span></strong><span>，</span>一旦伦交所成功收购<span>路孚特</span>，<strong>那以美国公司黑石为首的财团将持有伦交所<strong>37%</strong><span>的股份</span></strong><span>。</span></span></p>\n <p><span>看到这里，大家应该看懂了，港交所是在让伦交所二选一。</span></p>\n <p><span>事实上，对于港交所的要求，伦交所其实已经作出了回应，在昨天那份匆忙的回应中，虽然伦交所没有直接拒绝，但在声明里特别提到了，<strong><span>“将继续收购Refinitiv”</span></strong><span>，意思已经很明白了。</span></span></p>\n <p><img src=\"https://static.tigerbbs.com/6735453f63da2ebb3909c8de5156fecb\"></p>\n <p><span><strong><span>二、英国政府可能干预</span></strong></span></p>\n <p><span>伦敦证券交易所对英国来说至关重要，目前，伦交所旗下拥有多个交易场所和清算所，其中就包括<strong>意大利证券交易所</strong>、和支撑伦敦成为全球外汇交易中心的<strong><span>伦敦清算所</span></strong><span>。</span></span></p>\n <p><span>对于这一宝贵资产可能被外资收购，英国政府率先发声，表示</span><span>伦交所是英国金融体系中非常重要的一环，如被收购，政府将密切关注相关细节。</span></p>\n <p><img src=\"https://static.tigerbbs.com/9b4a03019d044326de9e77b239ae4673\"></p>\n <p><span>英国商务大臣安德烈娅·利德索姆（Andrea Leadsom）今天在彭博电视接受采访时明确表态，称英国将“非常谨慎地看待任何对英国有安全隐患的事情”。</span></p>\n <p><img src=\"https://static.tigerbbs.com/5940360241b3be36792185008aab965c\"></p>\n <p><span>彭博指出，</span><span>这笔交易代表着一家香港公司收购英国和意大利的主要股票市场，以及欧洲债务市场的关键基础设施，这样的交易将面临较高的政治风险。</span></p>\n <p><span><span>彭博</span>分析称，英国政府可能不希望看到英国金融服务的标志性机构被外国人持有，而且它还是战略性资产。</span><span></span></p>\n <p><span>在昨天港交所举行的电话会议上，面对这样的担忧，港交所</span><span>高管做出回应，表示港交所不是中国公司，也不是香港公司，而是一家上市的全球公司。</span></p>\n <p><span>值得注意的是，<span>港交所</span>曾在2012年斥资14亿英镑收购了伦敦金属交易所（LME），当时</span><span>也有很多这方面的担忧，但最终该交易顺利交割。</span></p>\n <p><span>对此，英国媒体也指出，此前的收购发生在特朗普上台以及英国脱欧之前，如今世界政治格局已经发生巨大变化，任何大型跨国收购交易都会受到政府的严格审视。</span></p>\n <p><img src=\"https://static.tigerbbs.com/8c23bbf9136e5aaa4d82a25d3bd06f1b\"></p>\n <p><span>分析完两大阻力，我们再看一下英媒文中的积极因素。</span></p>\n <p><span>金融时报写到，虽然英国在政治上仍然依赖美国，但<strong><span>伦交所本身其实一直在寻求扩大在中国和亚洲的业务。</span></strong><span></span></span></p>\n <p><span><span>“亚洲投资者显然对英国股票很感兴趣</span>，<span>港交所</span>对伦交所的收购也是有足够的商业理由的，比如最近的启动的沪伦通，就允许<span>中国投资者第一次直接购买英国上市公司股票。</span></span><span>”</span></p>\n <p><span><span>英媒称</span>伦交所和<span>港交所</span>的合作是互取所需，但不一定需要通过收购来达成。</span></p>\n <p><span><strong>英伦投资客写在最后</strong></span><span></span></p>\n <p><span>总结来看，理想是美好的，但现实是残酷的，伦交所背后错综复杂的利益关系，和目前对美系<span>Refinitiv</span>的收购案，都成了港交所进一步推进交易的阻力。</span></p>\n <p><span>最后我附上伦交所最近15年来所拒绝的收购提议，还真不少：</span></p>\n <ul>\n  <li><p><span>2005年12月，麦格理银行提出15亿英镑的收购要约，被伦交所拒绝。</span></p></li>\n  <li><p><span>2006年3月，纳斯达克以24亿英镑的价格提出收购要约，但同样遭到拒绝。</span></p></li>\n  <li><p><span>2011年，港交所第一次提出以溢价47%的价格收购伦交所股份，遭到拒绝。</span></p></li>\n  <li><p><span>2016年，<span>德意志证券交易所</span>、港交所、卡塔尔证交所都被传出有意收购伦交所，但最后都未成功。</span></p></li>\n  <li><p><span>2017年，欧盟委员会明确提出反对德意志交易所收购伦交所，称这会导致出现垄断。</span></p></li>\n </ul>\n</div>","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>十动然拒！伦交所将拒绝香港，英媒披露两大原因</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n十动然拒！伦交所将拒绝香港，英媒披露两大原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a800fe709fbb42609d1cfed6b4099cb5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英伦投资客 </p>\n<p class=\"h-time\">2019-09-13 12:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>港交所想用296亿英镑（约2868亿港币，2600亿人民币）收购伦交所的世纪大交易，大家都知道了。</span></p>\n<div>\n <p><span>都说是“世纪联姻”，但这笔交易目前还只是停留在“求婚”阶段，而且还是一场“意外求婚”。</span></p>\n <p><span>特别昨天消息刚出来的时候，伦交所说自己也是刚刚才知道这件事，慌忙表示会慎重考虑。</span></p>\n <p><img src=\"https://static.tigerbbs.com/3662370730676cae710c19f914ad0e28\"></p>\n <p><span></span><span>据英国《每日电讯报》披露，伦交所事先并不知道港交所将要宣布此事，对这个收购要约没什么准备。</span></p>\n <p><span>过了一小时，伦交所才匆忙发出回应公告，表示港交所的提议是<strong>“未经请求的、初步的且高度有条件的”</strong>。</span></p>\n <p><span><img src=\"https://static.tigerbbs.com/885b8d0afdb715f5cbce8035a130ceeb\"></span></p>\n <p><span>这边先简单解释一下，我看到国内媒体对这个交易报道很多，但大部分标题用的是，<span>港交所提议与伦交所合并。</span></span></p>\n <p><span>事实上是，港交所收购伦交所，这本质上就是一场收购。</span></p>\n <p><span>从操作上来看，这笔交易是由<span>港交所发行股份支付现金，</span></span><span>而不是伦交所发行股份支付现金，且收购案完成之后，港交所的控制权并没有发生实质性变化，但伦交所的控制权会发生重大变化。</span></p>\n <p><span>因此，这笔交易就是一场由港交所主动发起的收购，需要伦交所考虑清楚，点头同意才算数。</span></p>\n <p><span><img src=\"https://static.tigerbbs.com/cab9e65b66c2ca9652285bfa973e731d\"></span></p>\n <p><span>对于这笔收购要约，还没等伦交所考虑清楚，《金融时报》就在今天率先披露，<strong>伦交所倾向于拒绝这笔交易</strong>，原因是担心</span><span>政治风险和交易结构，且伦交所致力于完成自己的重磅交易：以270亿美元收购数据和贸易集团路孚特（Refinitiv）。</span></p>\n <p><span>接近伦交所董事会的两名人士对《金融时报》表示，英国倾向于拒绝香港方面的提议。</span></p>\n <p><img src=\"https://static.tigerbbs.com/92e5193810ec6502d10e2d813c0f9640\"></p>\n <p><span>英国金融时报今日头版头条：伦敦证券交易所<a href=\"https://laohu8.com/S/LSE.UK\">$(LSE.UK)$</a>将断然拒绝香港320英镑的收购提议</span><span></span></p>\n <p><span>值得一提的是，昨天港交所溢价23%收购伦交所的消息一出，伦交所的股票马上飙涨16%（伦交所也是上市公司，在自家交易所上市），但后来开始回落，收于72.14英镑，当日上涨6%。</span></p>\n <p><span>英国Sky News认为，股价的回落是由于市场担心港交所对伦交所的收购仍面临许多障碍，<span>普遍怀疑交易能否达成。</span></span></p>\n <p><span><img src=\"https://static.tigerbbs.com/b21cb177f18f72f30fac286ea15eb205\"></span></p>\n <p><span>接下来，我会结合《金融时报》今天所列出的两大原因，简单分析一下为什么伦交所准备拒绝港交所的收购提议：</span></p>\n <p><span><strong><span>一、“小三”<span>Refinitiv</span></span></strong></span></p>\n <p><span>首先，在港交所给出的收购提议中，存在一个“小三”条款。</span></p>\n <p><span>仔细查看港交所的收购公告，我们会发现，最后面有提到一个前提条件，即希望伦交所<strong>停止收购Refinitiv</strong>。</span></p>\n <p><img src=\"https://static.tigerbbs.com/9d821781fc4553b9f5341f9bb7593462\"></p>\n <p><span>换句话说，港交所愿意开高价收购，但前提是伦交所不能买<span>Refinitiv</span>。</span></p>\n <p><span>Refinitiv，中文叫做“路孚特”，是一家金融数据公司，前身是汤森路透<a href=\"https://laohu8.com/S/TRI\">$(TRI)$</a>（Thomson Reuter）的金融与风险事业部。</span></p>\n <p><span><span>路孚特</span>在全球拥有19,000名员工，服务超过40,000家金融机构以及超过190个国家的客户。</span></p>\n <p><img src=\"https://static.tigerbbs.com/aded5b0a16a75dd4e9ca9b91320fe97c\"></p>\n <p><span>2018年，汤森路透以200亿美元的价格将自身的金融与风险事业部55%的股权出让给<strong>美国公司黑石<a href=\"https://laohu8.com/S/BX\">$(BX)$</a>（Blackstone）</strong>，剩下的45%的股份由汤森路透继续持有。</span></p>\n <p><span>就在一个多月前（2019年7月29日），伦交所对路孚特提出了收购要约，拟通过换股的方式收购路孚特，收购代价为270亿美元，<span>路孚特</span>给予了积极回应。</span></p>\n <p><img src=\"https://static.tigerbbs.com/3c45b6173b91b6647cae1f786e85c96f\"></p>\n <p><span>可以看出，伦交所收购<span>路孚特</span>本质上是一场<strong>英美资本的结合</strong>，而港交所不只想求婚，还想横刀夺爱，拆散这桩交易。</span></p>\n <p><span>据英媒分析，<strong><span>伦交所发起的收购将主要通过向Refinitiv的股东发行新股来支付</span></strong><span>，</span>一旦伦交所成功收购<span>路孚特</span>，<strong>那以美国公司黑石为首的财团将持有伦交所<strong>37%</strong><span>的股份</span></strong><span>。</span></span></p>\n <p><span>看到这里，大家应该看懂了，港交所是在让伦交所二选一。</span></p>\n <p><span>事实上，对于港交所的要求，伦交所其实已经作出了回应，在昨天那份匆忙的回应中，虽然伦交所没有直接拒绝，但在声明里特别提到了，<strong><span>“将继续收购Refinitiv”</span></strong><span>，意思已经很明白了。</span></span></p>\n <p><img src=\"https://static.tigerbbs.com/6735453f63da2ebb3909c8de5156fecb\"></p>\n <p><span><strong><span>二、英国政府可能干预</span></strong></span></p>\n <p><span>伦敦证券交易所对英国来说至关重要，目前，伦交所旗下拥有多个交易场所和清算所，其中就包括<strong>意大利证券交易所</strong>、和支撑伦敦成为全球外汇交易中心的<strong><span>伦敦清算所</span></strong><span>。</span></span></p>\n <p><span>对于这一宝贵资产可能被外资收购，英国政府率先发声，表示</span><span>伦交所是英国金融体系中非常重要的一环，如被收购，政府将密切关注相关细节。</span></p>\n <p><img src=\"https://static.tigerbbs.com/9b4a03019d044326de9e77b239ae4673\"></p>\n <p><span>英国商务大臣安德烈娅·利德索姆（Andrea Leadsom）今天在彭博电视接受采访时明确表态，称英国将“非常谨慎地看待任何对英国有安全隐患的事情”。</span></p>\n <p><img src=\"https://static.tigerbbs.com/5940360241b3be36792185008aab965c\"></p>\n <p><span>彭博指出，</span><span>这笔交易代表着一家香港公司收购英国和意大利的主要股票市场，以及欧洲债务市场的关键基础设施，这样的交易将面临较高的政治风险。</span></p>\n <p><span><span>彭博</span>分析称，英国政府可能不希望看到英国金融服务的标志性机构被外国人持有，而且它还是战略性资产。</span><span></span></p>\n <p><span>在昨天港交所举行的电话会议上，面对这样的担忧，港交所</span><span>高管做出回应，表示港交所不是中国公司，也不是香港公司，而是一家上市的全球公司。</span></p>\n <p><span>值得注意的是，<span>港交所</span>曾在2012年斥资14亿英镑收购了伦敦金属交易所（LME），当时</span><span>也有很多这方面的担忧，但最终该交易顺利交割。</span></p>\n <p><span>对此，英国媒体也指出，此前的收购发生在特朗普上台以及英国脱欧之前，如今世界政治格局已经发生巨大变化，任何大型跨国收购交易都会受到政府的严格审视。</span></p>\n <p><img src=\"https://static.tigerbbs.com/8c23bbf9136e5aaa4d82a25d3bd06f1b\"></p>\n <p><span>分析完两大阻力，我们再看一下英媒文中的积极因素。</span></p>\n <p><span>金融时报写到，虽然英国在政治上仍然依赖美国，但<strong><span>伦交所本身其实一直在寻求扩大在中国和亚洲的业务。</span></strong><span></span></span></p>\n <p><span><span>“亚洲投资者显然对英国股票很感兴趣</span>，<span>港交所</span>对伦交所的收购也是有足够的商业理由的，比如最近的启动的沪伦通，就允许<span>中国投资者第一次直接购买英国上市公司股票。</span></span><span>”</span></p>\n <p><span><span>英媒称</span>伦交所和<span>港交所</span>的合作是互取所需，但不一定需要通过收购来达成。</span></p>\n <p><span><strong>英伦投资客写在最后</strong></span><span></span></p>\n <p><span>总结来看，理想是美好的，但现实是残酷的，伦交所背后错综复杂的利益关系，和目前对美系<span>Refinitiv</span>的收购案，都成了港交所进一步推进交易的阻力。</span></p>\n <p><span>最后我附上伦交所最近15年来所拒绝的收购提议，还真不少：</span></p>\n <ul>\n  <li><p><span>2005年12月，麦格理银行提出15亿英镑的收购要约，被伦交所拒绝。</span></p></li>\n  <li><p><span>2006年3月，纳斯达克以24亿英镑的价格提出收购要约，但同样遭到拒绝。</span></p></li>\n  <li><p><span>2011年，港交所第一次提出以溢价47%的价格收购伦交所股份，遭到拒绝。</span></p></li>\n  <li><p><span>2016年，<span>德意志证券交易所</span>、港交所、卡塔尔证交所都被传出有意收购伦交所，但最后都未成功。</span></p></li>\n  <li><p><span>2017年，欧盟委员会明确提出反对德意志交易所收购伦交所，称这会导致出现垄断。</span></p></li>\n </ul>\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25c3c73b20c2b70c38e28e085fb11f08","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1966162812","content_text":"港交所想用296亿英镑（约2868亿港币，2600亿人民币）收购伦交所的世纪大交易，大家都知道了。\n\n都说是“世纪联姻”，但这笔交易目前还只是停留在“求婚”阶段，而且还是一场“意外求婚”。\n特别昨天消息刚出来的时候，伦交所说自己也是刚刚才知道这件事，慌忙表示会慎重考虑。\n\n据英国《每日电讯报》披露，伦交所事先并不知道港交所将要宣布此事，对这个收购要约没什么准备。\n过了一小时，伦交所才匆忙发出回应公告，表示港交所的提议是“未经请求的、初步的且高度有条件的”。\n\n这边先简单解释一下，我看到国内媒体对这个交易报道很多，但大部分标题用的是，港交所提议与伦交所合并。\n事实上是，港交所收购伦交所，这本质上就是一场收购。\n从操作上来看，这笔交易是由港交所发行股份支付现金，而不是伦交所发行股份支付现金，且收购案完成之后，港交所的控制权并没有发生实质性变化，但伦交所的控制权会发生重大变化。\n因此，这笔交易就是一场由港交所主动发起的收购，需要伦交所考虑清楚，点头同意才算数。\n\n对于这笔收购要约，还没等伦交所考虑清楚，《金融时报》就在今天率先披露，伦交所倾向于拒绝这笔交易，原因是担心政治风险和交易结构，且伦交所致力于完成自己的重磅交易：以270亿美元收购数据和贸易集团路孚特（Refinitiv）。\n接近伦交所董事会的两名人士对《金融时报》表示，英国倾向于拒绝香港方面的提议。\n\n英国金融时报今日头版头条：伦敦证券交易所$(LSE.UK)$将断然拒绝香港320英镑的收购提议\n值得一提的是，昨天港交所溢价23%收购伦交所的消息一出，伦交所的股票马上飙涨16%（伦交所也是上市公司，在自家交易所上市），但后来开始回落，收于72.14英镑，当日上涨6%。\n英国Sky News认为，股价的回落是由于市场担心港交所对伦交所的收购仍面临许多障碍，普遍怀疑交易能否达成。\n\n接下来，我会结合《金融时报》今天所列出的两大原因，简单分析一下为什么伦交所准备拒绝港交所的收购提议：\n一、“小三”Refinitiv\n首先，在港交所给出的收购提议中，存在一个“小三”条款。\n仔细查看港交所的收购公告，我们会发现，最后面有提到一个前提条件，即希望伦交所停止收购Refinitiv。\n\n换句话说，港交所愿意开高价收购，但前提是伦交所不能买Refinitiv。\nRefinitiv，中文叫做“路孚特”，是一家金融数据公司，前身是汤森路透$(TRI)$（Thomson Reuter）的金融与风险事业部。\n路孚特在全球拥有19,000名员工，服务超过40,000家金融机构以及超过190个国家的客户。\n\n2018年，汤森路透以200亿美元的价格将自身的金融与风险事业部55%的股权出让给美国公司黑石$(BX)$（Blackstone），剩下的45%的股份由汤森路透继续持有。\n就在一个多月前（2019年7月29日），伦交所对路孚特提出了收购要约，拟通过换股的方式收购路孚特，收购代价为270亿美元，路孚特给予了积极回应。\n\n可以看出，伦交所收购路孚特本质上是一场英美资本的结合，而港交所不只想求婚，还想横刀夺爱，拆散这桩交易。\n据英媒分析，伦交所发起的收购将主要通过向Refinitiv的股东发行新股来支付，一旦伦交所成功收购路孚特，那以美国公司黑石为首的财团将持有伦交所37%的股份。\n看到这里，大家应该看懂了，港交所是在让伦交所二选一。\n事实上，对于港交所的要求，伦交所其实已经作出了回应，在昨天那份匆忙的回应中，虽然伦交所没有直接拒绝，但在声明里特别提到了，“将继续收购Refinitiv”，意思已经很明白了。\n\n二、英国政府可能干预\n伦敦证券交易所对英国来说至关重要，目前，伦交所旗下拥有多个交易场所和清算所，其中就包括意大利证券交易所、和支撑伦敦成为全球外汇交易中心的伦敦清算所。\n对于这一宝贵资产可能被外资收购，英国政府率先发声，表示伦交所是英国金融体系中非常重要的一环，如被收购，政府将密切关注相关细节。\n\n英国商务大臣安德烈娅·利德索姆（Andrea Leadsom）今天在彭博电视接受采访时明确表态，称英国将“非常谨慎地看待任何对英国有安全隐患的事情”。\n\n彭博指出，这笔交易代表着一家香港公司收购英国和意大利的主要股票市场，以及欧洲债务市场的关键基础设施，这样的交易将面临较高的政治风险。\n彭博分析称，英国政府可能不希望看到英国金融服务的标志性机构被外国人持有，而且它还是战略性资产。\n在昨天港交所举行的电话会议上，面对这样的担忧，港交所高管做出回应，表示港交所不是中国公司，也不是香港公司，而是一家上市的全球公司。\n值得注意的是，港交所曾在2012年斥资14亿英镑收购了伦敦金属交易所（LME），当时也有很多这方面的担忧，但最终该交易顺利交割。\n对此，英国媒体也指出，此前的收购发生在特朗普上台以及英国脱欧之前，如今世界政治格局已经发生巨大变化，任何大型跨国收购交易都会受到政府的严格审视。\n\n分析完两大阻力，我们再看一下英媒文中的积极因素。\n金融时报写到，虽然英国在政治上仍然依赖美国，但伦交所本身其实一直在寻求扩大在中国和亚洲的业务。\n“亚洲投资者显然对英国股票很感兴趣，港交所对伦交所的收购也是有足够的商业理由的，比如最近的启动的沪伦通，就允许中国投资者第一次直接购买英国上市公司股票。”\n英媒称伦交所和港交所的合作是互取所需，但不一定需要通过收购来达成。\n英伦投资客写在最后\n总结来看，理想是美好的，但现实是残酷的，伦交所背后错综复杂的利益关系，和目前对美系Refinitiv的收购案，都成了港交所进一步推进交易的阻力。\n最后我附上伦交所最近15年来所拒绝的收购提议，还真不少：\n\n2005年12月，麦格理银行提出15亿英镑的收购要约，被伦交所拒绝。\n2006年3月，纳斯达克以24亿英镑的价格提出收购要约，但同样遭到拒绝。\n2011年，港交所第一次提出以溢价47%的价格收购伦交所股份，遭到拒绝。\n2016年，德意志证券交易所、港交所、卡塔尔证交所都被传出有意收购伦交所，但最后都未成功。\n2017年，欧盟委员会明确提出反对德意志交易所收购伦交所，称这会导致出现垄断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613819020,"gmtCreate":1649808841606,"gmtModify":1649814901167,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又他妈放鹰","listText":"又他妈放鹰","text":"又他妈放鹰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613819020","repostId":"2227664004","repostType":2,"isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152857970,"gmtCreate":1625283152790,"gmtModify":1625283152790,"author":{"id":"3515161712549064","authorId":"3515161712549064","name":"小嘉爱林颖","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对","listText":"对","text":"对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152857970","repostId":"152856995","repostType":1,"repost":{"id":152856995,"gmtCreate":1625282859617,"gmtModify":1625286039785,"author":{"id":"127367578255012","authorId":"127367578255012","name":"iAm22","avatar":"https://static.tigerbbs.com/2c911514cff6758784e9ec02839cd3c8","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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