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爆爆爆爆爆米花

爆爆爆爆爆米花

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IP属地：江苏

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爆爆爆爆爆米花

2021-12-15

好一个看图说话

以史为鉴：当美联储开始加息，会发生什么？

爆爆爆爆爆米花

2021-09-20

下不下沉不太了解，作为95后跟身边的80后朋友，身边的直观观察是大家都卸载了抖音或者开始退出抖音以及极力反对父母使用抖音。

字节将推出音乐app飞乐？字节下场，腾讯音乐的大敌要来了吗？

爆爆爆爆爆米花

2021-08-25

星星科技？[可爱]

奈雪的茶上半年营收同比增80.2%，经调净利润转正

爆爆爆爆爆米花

2021-08-09

[冷漠] 人生在世钱权二字这种事阿里能是个案？

抱歉，原内容已删除

爆爆爆爆爆米花

2020-12-24

过度解读

蚂蚁二次约谈消息稿释放三个强烈信号

爆爆爆爆爆米花

2020-02-06

$UL 20200221 60.0 CALL(UL)$ 还行吧

爆爆爆爆爆米花

2020-02-06

$XLNX 20200221 90.0 CALL(XLNX)$ 今天coty落袋 xlnx也不错

爆爆爆爆爆米花

2020-02-05

$科蒂(COTY)$ 一个月时间，正股20 点下车期权翻倍跑路还行

爆爆爆爆爆米花

2020-01-29

$赛灵思(XLNX)$ 三进期权翻了车正股再把权利金挣回来[捂脸]

爆爆爆爆爆米花

2020-01-24

$UL 20200221 60.0 CALL(UL)$ 除夕快乐

爆爆爆爆爆米花

2020-01-17

$老虎证券(TIGR)$ 这股是给有本事的人玩的没本事保证快进快出的尽早远离

爆爆爆爆爆米花

2020-01-15

$PFE 20200131 41.0 CALL(PFE)$ 还行吧

爆爆爆爆爆米花

2020-01-10

$VIX波动率主连(VIXmain)$ 限制宣战权了都，还不下来？

爆爆爆爆爆米花

2020-01-09

$StoneCo(STNE)$ 跟上

爆爆爆爆爆米花

2020-01-07

$Techne Corporation(TECH)$ 买入信号出现上车

爆爆爆爆爆米花

2020-01-07

$科蒂(COTY)$ 口红经济逢低加码

爆爆爆爆爆米花

2020-01-07

$XLNX 20200131 101.0 CALL(XLNX)$ 上行信号出现多次能上车的跟上

爆爆爆爆爆米花

2020-01-07

$金茂源环保(06805)$ 这是一条完美的直线

爆爆爆爆爆米花

2019-12-20

$黑莓(BB)$ 盘前十几个点走了剩下的发财

爆爆爆爆爆米花

2019-11-08

$标普500ETF(SPY)$ ？？？美股要上天？？？

去老虎APP查看更多动态

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17:42","market":"us","language":"zh","title":"以史为鉴：当美联储开始加息，会发生什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2191931329","media":"华尔街见闻","summary":"如果市场预期正确，明年上半年美联储将启动另一个紧缩周期。\n当美联储加息时，通常会发生什么？\n德意志银行研究部通过对过往历史上美联储加息后的市场变化进行回顾后发现，从首次加息算起，通常加息第一年经济增长","content":"<p>如果市场预期正确，明年上半年美联储将启动另一个紧缩周期。</p>\n<p>当美联储加息时，通常会发生什么？</p>\n<p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>研究部通过对过往历史上美联储加息后的市场变化进行回顾后发现，从首次加息算起，<b>通常加息第一年经济增长保持强劲，通胀继续上升，股市继续上涨，信贷紧缩，债券收益率曲线趋平；到了第二年，经济增长开始放缓，股市趋于平稳，信贷开始扩大，债券收益率下降。</b></p>\n<p><b>自1955年以来，一共有13个独立的加息周期，平均时间不到2年。</b>如果从宣布加息当天开始计算，<b>历史上的衰退则平均会在3-3.5年后出现。</b>不过，1980年的加息到1981年的衰退只隔了11个月，但1983年的加息到1990年的衰退则隔了86个月。</p>\n<p><img src=\"https://static.tigerbbs.com/c31efda7cdde544625b45a04a91847f0\" tg-width=\"722\" tg-height=\"488\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>常见的一个模式是，<b>增长放缓通常发生在加息的一年后</b>。这与货币政策的滞后性有关，一般货币政策的全面效应可能需要几个季度才能显现。</p>\n<p>考虑到加息后最早出现衰退的时间是11个月，那么<b>从统计上看，2022年出现负增长的可能性很低</b>。如果历史可信的话，这种可能性将从2023年起不断增加。</p>\n<h2>加息周期中的宏观经济</h2>\n<p>在加息开启之后，<b>名义和实际GDP都会在第二年开始出现增速放缓，但通胀并没有这个趋势。</b></p>\n<p>平均而言，在加息周期的第一年，实际GDP增长为+4.8%，但在第二年放缓至+2.7%，第三年为+2.1%。</p>\n<p><img src=\"https://static.tigerbbs.com/8993e9e70f1a67a81fcd4c8aefc2ab7c\" tg-width=\"733\" tg-height=\"423\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在紧缩周期开始后，名义GDP中也出现同样的现象。第一年平均增长8.5%，但第二年放缓至6.5%，第三年增长5.8%，这是一个主要的趋势。</p>\n<p><img src=\"https://static.tigerbbs.com/e06d1d87d68cf5570c03d53192fab33a\" tg-width=\"715\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而在通胀方面并没有类似的现象。通胀可能是加息周期开始的主要原因，但历史表明，抑制通胀需要一段时间。</p>\n<p><img src=\"https://static.tigerbbs.com/ff5108efa691e5735afce776a9feefe7\" tg-width=\"727\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>平均而言，通货膨胀率已经从第一次加息后一年的+3.8%上升到第二年的+4.5%。也就是说，这在很大程度上是一种相关性而非因果关系，因为加息周期开始的首要原因往往是通胀压力，而通胀具有惯性。</p>\n<h2>加息周期中的资本市场</h2>\n<p>加息周期开启后，<b>股指与债券收益率变化相似，通常在首次加息的9个月到一年后开始走低</b>。</p>\n<p>标准500普尔指数的平均价格在加息周期的第一年往往有坚实的增长，一年后的平均回报率为7.7%。<b>在紧缩周期开始后的253天后回报率开始走低，直到第452天后才突破这个最高值。</b></p>\n<p>平均而言，在13个加息周期中，标普500指数在周期开始后的9-10个月里平均回报均不为正，<b>但紧缩两年后，指数开始上涨。</b></p>\n<p><img src=\"https://static.tigerbbs.com/3661883cf2b94b5451fc8dbc75d7b9d3\" tg-width=\"1076\" tg-height=\"538\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>10年期美国国债收益率也是类似的变化。在加息第一年，平均收益率上升超过111个基点，但不久之后收益率又开始下降。实际上加息周期的第二和第三年都在下降。</p>\n<p>值得注意的是，<b>在首次加息前的12个月里，收益率往往会下降，但在首次加息结束后又开始上升。</b></p>\n<p><img src=\"https://static.tigerbbs.com/3cd7733f4ae7e7deaeaf508f82c8ef5c\" tg-width=\"1180\" tg-height=\"593\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而通常用作衰退指标的美国国债2s10s利差曲线斜率，<b>在加息的第一年有一个明显的趋平趋势，在之后转为稳定。</b></p>\n<p>在加息开始时，2s10s曲线以平均100个基点的绝对水平开始，在周期开始一年后，曲线趋于平缓。在13个加息周期的样本的6个案例中，该曲线在一年后发生反转。因为从反转到衰退通常只需要不到18个月，而从首次加息到衰退通常需要3-3.5年。</p>\n<p><img src=\"https://static.tigerbbs.com/bddd3823d782476c112c09fcae4588ff\" tg-width=\"782\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>信贷方面，从历史上看，<b>BBB信用利差在加息第一年会收窄，大约收窄47个基点。之后利差趋于扩大，在加息周期开始三年后几乎回到原本水平。</b>在首次加息开始时，又会出现显著变化。</p>\n<p><img src=\"https://static.tigerbbs.com/0faf41f9cb4fded40d7d067946114d89\" tg-width=\"783\" tg-height=\"512\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>因此，如果历史是可信的，当美联储在2022年上半年首次加息时，它将在随后的两到三年内对经济和金融市场产生影响。</p>\n<p>当然，这一次可能会有所不同，这是一个不寻常的周期，不过历史分析中已经出现了不容忽视的明显趋势。</p>","source":"wallstreetcn_api","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>以史为鉴：当美联储开始加息，会发生什么？</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{ 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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以史为鉴：当美联储开始加息，会发生什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 17:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647246><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果市场预期正确，明年上半年美联储将启动另一个紧缩周期。\n当美联储加息时，通常会发生什么？\n德意志银行研究部通过对过往历史上美联储加息后的市场变化进行回顾后发现，从首次加息算起，通常加息第一年经济增长保持强劲，通胀继续上升，股市继续上涨，信贷紧缩，债券收益率曲线趋平；到了第二年，经济增长开始放缓，股市趋于平稳，信贷开始扩大，债券收益率下降。\n自1955年以来，一共有13个独立的加息周期，平均时间...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647246\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","QLD":"纳指两倍做多ETF","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","QQQ":"纳指100ETF","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","OEX":"标普100",".SPX":"S&P 500 Index","PSQ":"纳指反向ETF","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","DDM":"道指两倍做多ETF","DJX":"1/100道琼斯","BK4534":"瑞士信贷持仓","DOG":"道指反向ETF"},"source_url":"https://wallstreetcn.com/articles/3647246","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191931329","content_text":"如果市场预期正确，明年上半年美联储将启动另一个紧缩周期。\n当美联储加息时，通常会发生什么？\n德意志银行研究部通过对过往历史上美联储加息后的市场变化进行回顾后发现，从首次加息算起，通常加息第一年经济增长保持强劲，通胀继续上升，股市继续上涨，信贷紧缩，债券收益率曲线趋平；到了第二年，经济增长开始放缓，股市趋于平稳，信贷开始扩大，债券收益率下降。\n自1955年以来，一共有13个独立的加息周期，平均时间不到2年。如果从宣布加息当天开始计算，历史上的衰退则平均会在3-3.5年后出现。不过，1980年的加息到1981年的衰退只隔了11个月，但1983年的加息到1990年的衰退则隔了86个月。\n\n常见的一个模式是，增长放缓通常发生在加息的一年后。这与货币政策的滞后性有关，一般货币政策的全面效应可能需要几个季度才能显现。\n考虑到加息后最早出现衰退的时间是11个月，那么从统计上看，2022年出现负增长的可能性很低。如果历史可信的话，这种可能性将从2023年起不断增加。\n加息周期中的宏观经济\n在加息开启之后，名义和实际GDP都会在第二年开始出现增速放缓，但通胀并没有这个趋势。\n平均而言，在加息周期的第一年，实际GDP增长为+4.8%，但在第二年放缓至+2.7%，第三年为+2.1%。\n\n在紧缩周期开始后，名义GDP中也出现同样的现象。第一年平均增长8.5%，但第二年放缓至6.5%，第三年增长5.8%，这是一个主要的趋势。\n\n然而在通胀方面并没有类似的现象。通胀可能是加息周期开始的主要原因，但历史表明，抑制通胀需要一段时间。\n\n平均而言，通货膨胀率已经从第一次加息后一年的+3.8%上升到第二年的+4.5%。也就是说，这在很大程度上是一种相关性而非因果关系，因为加息周期开始的首要原因往往是通胀压力，而通胀具有惯性。\n加息周期中的资本市场\n加息周期开启后，股指与债券收益率变化相似，通常在首次加息的9个月到一年后开始走低。\n标准500普尔指数的平均价格在加息周期的第一年往往有坚实的增长，一年后的平均回报率为7.7%。在紧缩周期开始后的253天后回报率开始走低，直到第452天后才突破这个最高值。\n平均而言，在13个加息周期中，标普500指数在周期开始后的9-10个月里平均回报均不为正，但紧缩两年后，指数开始上涨。\n\n10年期美国国债收益率也是类似的变化。在加息第一年，平均收益率上升超过111个基点，但不久之后收益率又开始下降。实际上加息周期的第二和第三年都在下降。\n值得注意的是，在首次加息前的12个月里，收益率往往会下降，但在首次加息结束后又开始上升。\n\n而通常用作衰退指标的美国国债2s10s利差曲线斜率，在加息的第一年有一个明显的趋平趋势，在之后转为稳定。\n在加息开始时，2s10s曲线以平均100个基点的绝对水平开始，在周期开始一年后，曲线趋于平缓。在13个加息周期的样本的6个案例中，该曲线在一年后发生反转。因为从反转到衰退通常只需要不到18个月，而从首次加息到衰退通常需要3-3.5年。\n\n信贷方面，从历史上看，BBB信用利差在加息第一年会收窄，大约收窄47个基点。之后利差趋于扩大，在加息周期开始三年后几乎回到原本水平。在首次加息开始时，又会出现显著变化。\n\n因此，如果历史是可信的，当美联储在2022年上半年首次加息时，它将在随后的两到三年内对经济和金融市场产生影响。\n当然，这一次可能会有所不同，这是一个不寻常的周期，不过历史分析中已经出现了不容忽视的明显趋势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860132709,"gmtCreate":1632145101201,"gmtModify":1632145101201,"author":{"id":"3517812822331580","authorId":"3517812822331580","name":"爆爆爆爆爆米花","avatar":"https://static.tigerbbs.com/e6074084b495061519f79dfa4ca1909e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"下不下沉不太了解，作为95后跟身边的80后朋友，身边的直观观察是大家都卸载了抖音或者开始退出抖音以及极力反对父母使用抖音。","listText":"下不下沉不太了解，作为95后跟身边的80后朋友，身边的直观观察是大家都卸载了抖音或者开始退出抖音以及极力反对父母使用抖音。","text":"下不下沉不太了解，作为95后跟身边的80后朋友，身边的直观观察是大家都卸载了抖音或者开始退出抖音以及极力反对父母使用抖音。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860132709","repostId":"2168576100","repostType":2,"repost":{"id":"2168576100","pubTimestamp":1631872859,"share":"https://www.laohu8.com/m/news/2168576100?lang=&edition=full","pubTime":"2021-09-17 18:00","market":"sh","language":"zh","title":"字节将推出音乐app飞乐？字节下场，腾讯音乐的大敌要来了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2168576100","media":"江瀚视野","summary":"据 36 氪报道，字节跳动将于今年下半年在国内推出一款音乐流媒体产品，目前该产品已进入关键开发阶段，产品名称暂定 \" 飞乐 \"，项目内部代号为 \"luna\"，目前由抖音团队负责。字节曾于去年3月在印度上线音乐流媒体应用Resso，据Tech星球此前报道，字节跳动还在今年7月内测音乐代理平台“银河方舟”，通过对音乐人授权的音乐作品进行代理分发，并收取分成的方式进行商业变现。","content":"<html><body><p><img src=\"http://k.sinaimg.cn/n/sinakd10117/660/w550h110/20201126/bd54-kentcvx6065228.png/w720fin.jpg\"/></p><p><font>据 36 氪报道，字节跳动将于今年下半年在国内推出一款音乐流媒体产品，目前该产品已进入关键开发阶段，产品名称暂定 \" 飞乐 \"，项目内部代号为 \"luna\"，目前由<a href=\"https://laohu8.com/S/DYIN\">抖音</a>团队负责。字节跳动音乐业务主要由前台和市场、算法两大中台支持构成。音乐前台业务由字节产品与战略副总裁 Alex ( 朱骏 ) 带领，其中向 Alex 直接汇报的共有三人，其中曹祯负责海外音乐播放器 Resso 和曲库、Ole Bermann 负责国外版权业务、陆瑒国内音乐版权合作业务。中台方面，抖音市场团队承担国内音乐人合作与版权宣发职能，算法团队负责提供<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>配乐、安全风控等技术支持。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20118/67/w1000h667/20210917/b028-24011f967b889bdd97afa0f5f501e652.jpg/w720fin.jpg\"/></p><p><font>字节曾于去年3月在印度上线音乐流媒体应用Resso，据Tech星球此前报道，字节跳动还在今年7月内测音乐代理平台“银河方舟”，通过对音乐人授权的音乐作品进行代理分发，并收取分成的方式进行商业变现。<a href=\"https://laohu8.com/S/KRKR\">36氪</a>了解到，字节计划从音乐流媒体和版权代理分发两端发力共同推进音乐业务，前者通过采买版权、与抖音联动扶持独立音乐人打造差异化音乐产品，后者通过成为版权的管理方和发行方，享受音乐代理发行带来的分成。当我们看到字节跳动将会推出自己的音乐APP，很多人觉得这是一个非常关键的重要节点，这代表的是字节跳动的市场竞争面，将会逐渐增加，音乐这个重要的战场将会成为字节跳动的又一大发力点。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20118/67/w1000h667/20210917/e2f2-4ac2fee15d5446add135fb37e9ce8e23.jpg/w720fin.jpg\"/></p><p><font>首先，这些年整个音乐市场的发展，无论大家承不承认，都必须要认清一个现实，这就是抖音已经在音乐市场的发展过程中占据了越来越重要的市场地位，很多新歌之所以能够红火起来，抖音在其中扮演着必不可少的一个重要作用，所以在这样的情况下，很多人听歌的主要场所已经由传统的听歌平台转化成了类似于抖音这样的视频平台。甚至于有一些用户养成了一种习惯，在抖音这样的短视频平台上刷到的歌，如果觉得不错再去音乐平台上去搜寻到之后再保存起来，作为自己日常听歌的歌单，而各大音乐平台也都纷纷推出了抖音歌单这一种非常特殊的歌单方式，所以在这样的情况下，抖音无疑已经具备了较强的市场影响力。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20118/131/w1210h521/20210917/2b5b-bfae25ee9bfe95f99e15747818c0a2a7.jpg/w720fin.jpg\"/></p><p><font>其次，之前之所以自己并没有推出属于自己的音乐平台，最核心的原因是自己由于市场起步较晚，在属于自己的歌曲方面有着一定的劣势，而如今伴随着市场的逐渐打开对于字节，这样本身就已经在音乐市场上有所建树的公司来说，无疑将会有着更强的市场竞争优势，所以我们有充分的理由相信一旦自觉的音乐平台开始全面启动起来的话，将会在市场上形成较强的市场影响力，甚至于如果将抖音和字节的音乐平台用户体系逐渐打通的话，甚至于在短时间内将会构造起一个月活数亿的超级巨头。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20118/496/w751h545/20210917/e12c-7e4a019c9cdc1a3db28f13605e45315b.jpg/w720fin.jpg\"/></p><p><font>第三，对于当前整个音乐赛道的龙头老大<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>来说，字节当前的加入无疑是具有降维打击的意义的。所以如果腾讯音乐没有形成属于自己的差异化竞争优势，那么将有可能在短时间内遭遇弯道超车的窘境，甚至于被自己全面超越，也都是有可能出现的现象。对于当前的互联网市场来说，有可能之前的玩法都已经发生了根本性的变革，我们必须要认识到整个互联网时代的变化远比我们想象的更快，而当前这种时代的变迁将会成为市场的一个特殊发展趋势，如果不能深刻认知这个趋势的话，将有可能被时代所淘汰。</font></p></body></html>","source":"sina_symbol","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>字节将推出音乐app飞乐？字节下场，腾讯音乐的大敌要来了吗？</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; 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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字节将推出音乐app飞乐？字节下场，腾讯音乐的大敌要来了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2219338054_84486946027012ogh.html><strong>江瀚视野</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据 36 氪报道，字节跳动将于今年下半年在国内推出一款音乐流媒体产品，目前该产品已进入关键开发阶段，产品名称暂定 \" 飞乐 \"，项目内部代号为 \"luna\"，目前由抖音团队负责。字节跳动音乐业务主要由前台和市场、算法两大中台支持构成。音乐前台业务由字节产品与战略副总裁 Alex ( 朱骏 ) 带领，其中向 Alex 直接汇报的共有三人，其中曹祯负责海外音乐播放器 Resso 和曲库、Ole ...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2219338054_84486946027012ogh.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4cfb506ffb58f1fc2c6e75a4e50dab8","relate_stocks":{"TME":"腾讯音乐"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2219338054_84486946027012ogh.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168576100","content_text":"据 36 氪报道，字节跳动将于今年下半年在国内推出一款音乐流媒体产品，目前该产品已进入关键开发阶段，产品名称暂定 \" 飞乐 \"，项目内部代号为 \"luna\"，目前由抖音团队负责。字节跳动音乐业务主要由前台和市场、算法两大中台支持构成。音乐前台业务由字节产品与战略副总裁 Alex ( 朱骏 ) 带领，其中向 Alex 直接汇报的共有三人，其中曹祯负责海外音乐播放器 Resso 和曲库、Ole Bermann 负责国外版权业务、陆瑒国内音乐版权合作业务。中台方面，抖音市场团队承担国内音乐人合作与版权宣发职能，算法团队负责提供智能配乐、安全风控等技术支持。字节曾于去年3月在印度上线音乐流媒体应用Resso，据Tech星球此前报道，字节跳动还在今年7月内测音乐代理平台“银河方舟”，通过对音乐人授权的音乐作品进行代理分发，并收取分成的方式进行商业变现。36氪了解到，字节计划从音乐流媒体和版权代理分发两端发力共同推进音乐业务，前者通过采买版权、与抖音联动扶持独立音乐人打造差异化音乐产品，后者通过成为版权的管理方和发行方，享受音乐代理发行带来的分成。当我们看到字节跳动将会推出自己的音乐APP，很多人觉得这是一个非常关键的重要节点，这代表的是字节跳动的市场竞争面，将会逐渐增加，音乐这个重要的战场将会成为字节跳动的又一大发力点。首先，这些年整个音乐市场的发展，无论大家承不承认，都必须要认清一个现实，这就是抖音已经在音乐市场的发展过程中占据了越来越重要的市场地位，很多新歌之所以能够红火起来，抖音在其中扮演着必不可少的一个重要作用，所以在这样的情况下，很多人听歌的主要场所已经由传统的听歌平台转化成了类似于抖音这样的视频平台。甚至于有一些用户养成了一种习惯，在抖音这样的短视频平台上刷到的歌，如果觉得不错再去音乐平台上去搜寻到之后再保存起来，作为自己日常听歌的歌单，而各大音乐平台也都纷纷推出了抖音歌单这一种非常特殊的歌单方式，所以在这样的情况下，抖音无疑已经具备了较强的市场影响力。其次，之前之所以自己并没有推出属于自己的音乐平台，最核心的原因是自己由于市场起步较晚，在属于自己的歌曲方面有着一定的劣势，而如今伴随着市场的逐渐打开对于字节，这样本身就已经在音乐市场上有所建树的公司来说，无疑将会有着更强的市场竞争优势，所以我们有充分的理由相信一旦自觉的音乐平台开始全面启动起来的话，将会在市场上形成较强的市场影响力，甚至于如果将抖音和字节的音乐平台用户体系逐渐打通的话，甚至于在短时间内将会构造起一个月活数亿的超级巨头。第三，对于当前整个音乐赛道的龙头老大腾讯音乐来说，字节当前的加入无疑是具有降维打击的意义的。所以如果腾讯音乐没有形成属于自己的差异化竞争优势，那么将有可能在短时间内遭遇弯道超车的窘境，甚至于被自己全面超越，也都是有可能出现的现象。对于当前的互联网市场来说，有可能之前的玩法都已经发生了根本性的变革，我们必须要认识到整个互联网时代的变化远比我们想象的更快，而当前这种时代的变迁将会成为市场的一个特殊发展趋势，如果不能深刻认知这个趋势的话，将有可能被时代所淘汰。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837211656,"gmtCreate":1629892534075,"gmtModify":1629892534075,"author":{"id":"3517812822331580","authorId":"3517812822331580","name":"爆爆爆爆爆米花","avatar":"https://static.tigerbbs.com/e6074084b495061519f79dfa4ca1909e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"星星科技？[可爱]&nbsp;","listText":"星星科技？[可爱]&nbsp;","text":"星星科技？[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837211656","repostId":"1196006010","repostType":4,"repost":{"id":"1196006010","pubTimestamp":1629890413,"share":"https://www.laohu8.com/m/news/1196006010?lang=&edition=full","pubTime":"2021-08-25 19:20","market":"hk","language":"zh","title":"奈雪的茶上半年营收同比增80.2%，经调净利润转正","url":"https://stock-news.laohu8.com/highlight/detail?id=1196006010","media":"智通财经网","summary":"上半年奈雪的茶茶饮店取得门店经营利润3.85亿元，同比提升提升497.2%。","content":"<p>8月25日（周三），<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>在港交所公告，<b>2021年上半年实现营收21.26亿元，同比增长80.2%。</b></p>\n<p>上半年净亏损43.21亿元，其中包括可转换可赎回优先股的公允价值变动43.3亿元人民币，调整各项变动及开支后上半年盈利4816.8万元。</p>\n<p><b>上半年经调整净利润为人民币4820万元，去年同期为亏损人民币6350万元，盈利能力持续提升。</b></p>\n<p><img src=\"https://static.tigerbbs.com/17c75097dde6c330c6fcb45f9ab40f53\" tg-width=\"857\" tg-height=\"353\" width=\"100%\" height=\"auto\"></p>\n<p>2021年上半年奈雪的茶茶饮店取得门店经营利润3.85亿元，较2020年同期约6450万元提升497.2%。2021年上半年奈雪的茶茶饮店门店经营利润率为19.2%，较2020年全年提升7个百分点，较2019年全年提升3个百分点。集团经营活动所得现金净额由截至2020年6月30日止6个月的3.19亿元上升18.4%至2021年同期的3.78亿元，经营现金流量持续增加。</p>\n<p>于报告期间，奈雪的茶茶饮店贡献了集团的绝大部分收入。公司预计，在可预见的未来，奈雪的茶茶饮店仍将是公司的主要业务重心。</p>\n<p>公司希望通过提供现制茶饮和烘焙产品以及愉悦的顾客体验，为中国悠久的茶饮文化注入现代元素并传播至更多客户。除此之外，为了满足多样化的需求，公司也推出了气泡水、零食等多种零售产品。尽管零售业务占比目前较小，公司预计未来零售业务将有广阔的发展前景。</p>\n<p>集团通过线上下单的收入占比显著增加，这反映了集团持续拓展线上渠道、加强线上策略，也反映了消费者在COVID-19疫情后消费习惯发生的转变。公司预计，来自外卖订单的收入占比在未来一段时间内将维持相对稳定。</p>\n<p><img src=\"https://static.tigerbbs.com/82ae3a5e916be72f48db20c8ee99a7ac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_zhitongcaijin","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>奈雪的茶上半年营收同比增80.2%，经调净利润转正</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; 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.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奈雪的茶上半年营收同比增80.2%，经调净利润转正\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 19:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/544336.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日（周三），奈雪的茶在港交所公告，2021年上半年实现营收21.26亿元，同比增长80.2%。\n上半年净亏损43.21亿元，其中包括可转换可赎回优先股的公允价值变动43.3亿元人民币，调整各项变动及开支后上半年盈利4816.8万元。\n上半年经调整净利润为人民币4820万元，去年同期为亏损人民币6350万元，盈利能力持续提升。\n\n2021年上半年奈雪的茶茶饮店取得门店经营利润3.85亿元，较...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/544336.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/969153dc5674369c3b376e33d2fc3976","relate_stocks":{"02150":"奈雪的茶"},"source_url":"https://www.zhitongcaijing.com/content/detail/544336.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1196006010","content_text":"8月25日（周三），奈雪的茶在港交所公告，2021年上半年实现营收21.26亿元，同比增长80.2%。\n上半年净亏损43.21亿元，其中包括可转换可赎回优先股的公允价值变动43.3亿元人民币，调整各项变动及开支后上半年盈利4816.8万元。\n上半年经调整净利润为人民币4820万元，去年同期为亏损人民币6350万元，盈利能力持续提升。\n\n2021年上半年奈雪的茶茶饮店取得门店经营利润3.85亿元，较2020年同期约6450万元提升497.2%。2021年上半年奈雪的茶茶饮店门店经营利润率为19.2%，较2020年全年提升7个百分点，较2019年全年提升3个百分点。集团经营活动所得现金净额由截至2020年6月30日止6个月的3.19亿元上升18.4%至2021年同期的3.78亿元，经营现金流量持续增加。\n于报告期间，奈雪的茶茶饮店贡献了集团的绝大部分收入。公司预计，在可预见的未来，奈雪的茶茶饮店仍将是公司的主要业务重心。\n公司希望通过提供现制茶饮和烘焙产品以及愉悦的顾客体验，为中国悠久的茶饮文化注入现代元素并传播至更多客户。除此之外，为了满足多样化的需求，公司也推出了气泡水、零食等多种零售产品。尽管零售业务占比目前较小，公司预计未来零售业务将有广阔的发展前景。\n集团通过线上下单的收入占比显著增加，这反映了集团持续拓展线上渠道、加强线上策略，也反映了消费者在COVID-19疫情后消费习惯发生的转变。公司预计，来自外卖订单的收入占比在未来一段时间内将维持相对稳定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898846296,"gmtCreate":1628487577515,"gmtModify":1628487577515,"author":{"id":"3517812822331580","authorId":"3517812822331580","name":"爆爆爆爆爆米花","avatar":"https://static.tigerbbs.com/e6074084b495061519f79dfa4ca1909e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[冷漠]&nbsp;人生在世 钱权二字 这种事阿里能是个案？","listText":"[冷漠]&nbsp;人生在世 钱权二字 这种事阿里能是个案？","text":"[冷漠] 人生在世 钱权二字 这种事阿里能是个案？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898846296","repostId":"1106778750","repostType":4,"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339191039,"gmtCreate":1608784504521,"gmtModify":1703736756948,"author":{"id":"3517812822331580","authorId":"3517812822331580","name":"爆爆爆爆爆米花","avatar":"https://static.tigerbbs.com/e6074084b495061519f79dfa4ca1909e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"过度解读","listText":"过度解读","text":"过度解读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339191039","repostId":"1173915445","repostType":4,"repost":{"id":"1173915445","pubTimestamp":1608776398,"share":"https://www.laohu8.com/m/news/1173915445?lang=&edition=full","pubTime":"2020-12-24 10:19","market":"sh","language":"zh","title":"蚂蚁二次约谈消息稿释放三个强烈信号","url":"https://stock-news.laohu8.com/highlight/detail?id=1173915445","media":" 澎湃新闻","summary":"新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】","content":"<div>\n<p>新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】中国人民银行、中国银保监会、中国证监会、国家外汇管理局将于近日约谈蚂蚁集团，督促指导蚂蚁集团按照市场化、法治化原则，落实金融监管、公平竞争和保护消费者合法权益等要求，规范金融业务经营与发展。标题16个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3614682\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蚂蚁二次约谈消息稿释放三个强烈信号</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蚂蚁二次约谈消息稿释放三个强烈信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-24 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3614682><strong> 澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】中国人民银行、中国银保监会、中国证监会、国家外汇管理局将于近日约谈蚂蚁集团，督促指导蚂蚁集团按照市场化、法治化原则，落实金融监管、公平竞争和保护消费者合法权益等要求，规范金融业务经营与发展。标题16个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3614682\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"09988":"阿里巴巴-SW","06688":"蚂蚁集团","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3614682","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173915445","content_text":"新华社“字少事大”体短讯释放三重信号：明确监管者的定位；流程的调整更尊重市场感受；监管内容更公开透明。24日早晨，新华社发布了这样一条短消息，依然是“字少事大”体：【金融管理部门将于近日约谈蚂蚁集团】中国人民银行、中国银保监会、中国证监会、国家外汇管理局将于近日约谈蚂蚁集团，督促指导蚂蚁集团按照市场化、法治化原则，落实金融监管、公平竞争和保护消费者合法权益等要求，规范金融业务经营与发展。标题16个字，正文部分连标点符号在内95个字！信息量却相当充沛。对比图先来一张：52天前，蚂蚁集团首次被约谈的消息发布，标题15个字、正文74个字，同样是极简的篇幅、字字千钧。两相比照，会发现这可远远不止是标准版与Pro版的区别，看似熟悉的配方、熟悉的味道，实则在变化中释放出三个强烈的信号：第一，明确监管者的定位。从首次的“四部门”，到这次的“金融管理部门”，虽然正文出现的四个部门没有变，但是惜字如金、层层把关的新华社通稿，标题绝不是随随便便变化的。如果说首次约谈还只是声明了四部门的协同，这次则是精准清晰地定位在了“金融管理”这一职能，明确了约谈者的“主体责任”和约谈的议题，呼应了刚刚闭幕的中央经济工作会议提出的具体要求。第二，流程的调整更尊重市场感受。首次约谈，很显然，是谈完了才对外发布，消息一出，可谓石破天惊，一时间也引发了广泛的关注。这次则是有条不紊、非常从容，让各方面能更容易明白这只不过是政府部门履行职责，不需要大惊小怪，更不需要杞人忧天地胡乱关联。这也正是中央经济工作会议消息稿里明确指出的：“要加强规制，提升监管能力”，不仅要监管，还要提升“管”的技术和艺术，放大“管”的效果、减小不必要的震动。第三，监管内容更公开透明。首次约谈，只说“约”了蚂蚁的相关负责人，没提“谈”的是什么。这次约谈，则指向了更具体的执行层面，至少包括了三层意思：一是明确了希望蚂蚁集团在后续发展中能够遵循的原则——“市场化、法治化”，前者是说明将继续发挥好市场在资源配置中的作用、鼓励平台经济创新发展，后者则是强调要人人平等、互联网经济巨头也不应该得到特殊对待。二是明确了金融监管的目的是要能实现金融“公平竞争”、“保护消费者合法权益等”。互联网平台经济近年来飞速发展，不知不觉中已经改变了人们的消费习惯（甚至是思维习惯），也使得市场的定价权在无形中越来越向少数巨头企业集中，已经出现无序扩张、侵蚀金融稳定、影响消费者权益保护的风险苗头在上升。这时候，如果政府不出手，指望以“逐利”为本质属性的资本会突然开始自省甚至改革？答案不言而喻。“无形的手”打底，“有形的手”调节，这才能保证发展的红利惠及更多人。三是明确了监管的意义在于“规范金融业务经营与发展”，“管”是肯定要“管”的，但管是为了让市场的竞争比赛更加好看，让场上的选手、场下的观众都能在统一标准的规则下一同欣赏金融创新的协奏曲，在不断完善的治理中促进健康、可持续的发展。毕竟，大家好，才是真的好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915798412,"gmtCreate":1580918781736,"gmtModify":1704342926065,"author":{"id":"3517812822331580","authorId":"3517812822331580","name":"爆爆爆爆爆米花","avatar":"https://static.tigerbbs.com/e6074084b495061519f79dfa4ca1909e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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