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第二菠萝.
我这个人不太会说话,如果说错什么了,你来打我呀!
IP属地:山东
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第二菠萝.
2020-02-05
$吉利德科学(GILD)$
能不能药店碧莲?
第二菠萝.
2020-04-22
$布油现金主连(BZmain)$
$WTI原油主连(CLmain)$
居然不能开空仓了[笑哭]
第二菠萝.
2022-09-06
$盈喜集团(ATXG)$
优秀的大熊股,别想在这里赚钱,参考
$美物科技有限公司(WNW)$
走势
第二菠萝.
2020-03-03
$小米集团-W(01810)$
今天过来看小米最后一眼[流泪]
第二菠萝.
2020-02-06
$吉利德科学(GILD)$
羞愧难当
第二菠萝.
2019-11-29
$特斯拉(TSLA)$
坚持初心,细水长流,再创新高![强][强][强]
第二菠萝.
2019-06-18
$特斯拉(TSLA)$ 177块婴儿底已成立,空头赶快投降,还能留有全尸
第二菠萝.
2020-04-22
$布油现金主连(BZmain)$
难怪涨这么厉害[笑哭]
第二菠萝.
2019-07-05
$特斯拉(TSLA)$ 我觉得我挺牛逼的,你们说呢?
第二菠萝.
2020-05-05
$SP500指数主连(ESmain)$
空头永不为奴[生气] [生气] [生气]
第二菠萝.
2020-04-15
$SP500指数主连(ESmain)$
$标普500ETF(SPY)$
$纳指ETF(QQQ)$
这波轧空上涨真是像极了过完年的癌股[丢脸]
第二菠萝.
2020-03-10
$波音(BA)$
我321跑的,现在接回来是不是赚100一股?
第二菠萝.
2020-02-06
$特斯拉(TSLA)$
我赌一包辣条,大队长割肉了[思考]
第二菠萝.
2020-04-28
$SP500指数主连(ESmain)$
$NQ100指数主连(NQmain)$
最近行情真是极端反身性,我2800做空标普都被套了[喷血]
第二菠萝.
2020-03-09
$波音(BA)$
甲方让把max的线先缕一缕[流泪]Bloodbath
第二菠萝.
2019-10-24
$特斯拉(TSLA)$
换个头像庆祝一下[开心]
第二菠萝.
2019-07-23
$迅雷(XNET)$
草了,极速版连个招呼都不打,直接强制升级迅雷X。视用户为狗屎?
第二菠萝.
2021-02-04
$老虎证券(TIGR)$
我就下车撒泡尿,车就开走了[流泪] [流泪] [流泪]
第二菠萝.
2020-07-14
$SP500指数主连(ESmain)$
$NQ100指数主连(NQmain)$
PE不断走高可以强行理解因为无风险利率的降低,但是考虑通胀因素的话,此时持股没有价值可言,投机见好就收,市场偏离必定不会长久,坐等价值回归,中期策略少量卖spy短期虚值call
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23:33","market":"us","language":"zh","title":"美股明年再涨22%?华尔街20大机构这么说,建议买这些股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2089407819","media":"腾讯美股","summary":"华尔街20大机构这么说,并建议买入这些股票 来源:腾讯美股腾讯证券12月8日讯,据一份最新调查显示,在接受调查的20名美股市场策略师中,预测美国股市在进入2021年之后仍将继续上涨的受访者占到了多数,他们预计明年标普500指数将在当前水平的基础上进一步上涨8%至22%。此次调查是以电子邮件问卷的形式在11月25日至12月3日之间进行的。参与调查的一家大型机构预计,到2021年底人民币兑美元汇率将达到6.25。","content":"<p><img src=\"http://k.sinaimg.cn/n/spider2020128/106/w544h362/20201208/333f-keyancx2574513.png/w720fin.jpg\" tg-width=\"544\" tg-height=\"362\">据一份最新调查显示,在接受调查的20名美股市场策略师中,预测美国股市在进入2021年之后仍将继续上涨的受访者占到了多数,他们预计明年标普500指数将在当前水平的基础上进一步上涨8%至22%。</p><p>这20位市场策略师来自美国各大金融机构,其中有12人预计标普500指数明年将会升至4000点到4500点之间。相比之下,这项基准股指周一报收于3691.96点,略低于今年以来的收盘高点。</p><p>在这些受访者中,14位策略师将其对明年美国股市的看法描述为“谨慎乐观”,3人称其“非常乐观”,还有3人称其抱有“谨慎”立场。持乐观立场的分析人士提到,他们对美国继续实施经济刺激措施和新冠肺炎疫苗上市的前景抱有希望,此前英国等多个国家已经开始推出疫苗。</p><p>4位策略师预计,标普500指数明年将收于3500点至4000点之间;而在另一方面,4位分析师预计该指数将跌至3000点到3500点区间。</p><p>此次调查是以电子邮件问卷的形式在11月25日至12月3日之间进行的。</p><p><b>新冠病毒疫苗</b></p><p>受访者对标普500指数明年的目标点位作出了范围很广的预期,这突显出随着新冠肺炎免疫进程的启动,疫苗的生产和分发计划存在着不确定性。根据约翰霍普金斯大学(Johns Hopkins University)提供的数据,美国现在一周平均每天有2000多人死于新冠病毒感染,创下自疫情开始以来死亡人数最多的纪录。</p><p>尽管如此,大多数分析师仍对明年的整体美股市场前景抱有乐观态度。</p><p>一位分析师表示:“我们相信,随着我们迈向2021年,在疫苗分发和全球经济活动增加的推动之下,美国和全球经济将继续真正地‘重启’。”</p><p>这位分析师继续说道:“我们的假设情境是,2021年经济增长和企业盈利将会反弹,同时利率保持在低位,而财政刺激措施将被加入系统之中,总体来说这对风险资产是个有利的背景。”</p><p>另一位受访者表示:“我们认为,低息环境再加上标普500指数的盈利回升,将导致股市在2021年创下新高。”</p><p><b>谨慎乐观</b></p><p>尽管许多接受调查的策略师都为标普500指数设定了雄心勃勃的目标,但就连一些乐观的受访者也表示,他们将密切关注疫情的管理状况以及各国政府为提振经济而采取的措施。</p><p>一位分析师表示:“我认为,随着世界重新‘上线’,(标普500指数)有15%的上行空间。全球央行注入了如此之多的流动性以帮助阻止市场崩盘,而市场状况日益正常化,这就为下一轮牛市提供了理由。”另外,这位分析师称其也在关注其他一些问题,如“美国的刺激计划被推迟、可能会有的下一波新冠肺炎感染浪潮、以及疫苗供应可能会有的短缺状况”等。</p><p><b>美元和其他货币</b></p><p>接受调查的策略师们还分享了对外汇市场的展望,其中只有3人表示,在美元、欧元、人民币、日元和英镑这几种货币中,美元是其最看好的货币。</p><p>在20位分析师中,有6人认为明年欧元的涨幅将是最大的,而7位分析师认为是人民币。</p><p>“我们预计,在明年的头几个月时间里,欧元区经济将从双底衰退中反弹,再加上市场对美国宽松的财政和货币政策感到担心,以及美国贸易和预算赤字的增加,都将起到推动欧元走强的作用。”一位接受调查的策略师表示。“获得‘鼓励奖’的则将是澳元和人民币,前者是由于大宗商品价格不断上涨,后者则是由于受到中国经济持续复苏的提振。”</p><p>参与调查的一家大型机构预计,到2021年底人民币兑美元汇率将达到6.25。相比之下,人民币兑美元汇率最新报6.54。</p><p>另一位受访者预测,欧元区的政策将增强人们对疫情过后欧洲经济复苏的信心。他表示:“我实际上认为欧元将在明年年初下跌,但将在明年大部分时间里令人意外地恢复近期的涨势。”</p><p>“欧洲将比美国更早走出这波新的新冠病毒浪潮,这将帮助其比美国更快地复苏。”这位分析师继续说道。“更重要的是,欧洲央行在2021年将保持比美联储更宽松的政策。”</p><p><b>2021年的选股</b></p><p>在被问及2021年投资者将押注于哪些顶级股票和行业板块时,大多数受访者都回答说,他们看好那些将可受益于疫情过后经济重启的廉价“周期性”股票,这种股票会随着整体经济体的动能而发生变动。</p><p>买方分析师将<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>、<a href=\"https://laohu8.com/S/BHI\">贝克休斯</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、维萨和<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>列为2021年里<a href=\"https://laohu8.com/S/300785\">值得买</a>入并持有的股票。</p><p>一位分析师表示:“高通很有价值,2021年年底的目标价为每股170美元。”他指出,智能手机领域中出现了5G技术,而高通获得了“苹果公司为2020年假期发布的新款iPhone的新的芯片客户”。</p><p>但总体而言,2020年里颇受市场青睐的科技股几乎没有被提及。一位策略师表示:“<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>仍值得买入,12个月目标价为每股2119美元。随着旅游等行业的反弹,谷歌正在追赶其他大型科技公司,广告支出正在反弹。”</p><p>一位参与调查的知名机构投资者表示,整体上来说看好新兴市场而非发达市场,并预计到2021年底,明晟新兴市场指数(MSCI Emerging Market Index)将上涨18%。</p>","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\" 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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美股明年再涨22%?华尔街20大机构这么说,建议买这些股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-08 23:33 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-12-08/doc-iiznezxs5922809.shtml><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据一份最新调查显示,在接受调查的20名美股市场策略师中,预测美国股市在进入2021年之后仍将继续上涨的受访者占到了多数,他们预计明年标普500指数将在当前水平的基础上进一步上涨8%至22%。这20位市场策略师来自美国各大金融机构,其中有12人预计标普500指数明年将会升至4000点到4500点之间。相比之下,这项基准股指周一报收于3691.96点,略低于今年以来的收盘高点。在这些受访者中,14位...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-12-08/doc-iiznezxs5922809.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://k.sinaimg.cn/n/spider2020128/106/w544h362/20201208/333f-keyancx2574513.png/w720fin.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","EUO":"欧元ETF-ProShares两倍做空","IVV":"标普500指数ETF","FXE":"欧元做多ETF-CurrencyShares","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","CYB":"人民币ETF-WisdomTree Dreyfus"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-12-08/doc-iiznezxs5922809.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089407819","content_text":"据一份最新调查显示,在接受调查的20名美股市场策略师中,预测美国股市在进入2021年之后仍将继续上涨的受访者占到了多数,他们预计明年标普500指数将在当前水平的基础上进一步上涨8%至22%。这20位市场策略师来自美国各大金融机构,其中有12人预计标普500指数明年将会升至4000点到4500点之间。相比之下,这项基准股指周一报收于3691.96点,略低于今年以来的收盘高点。在这些受访者中,14位策略师将其对明年美国股市的看法描述为“谨慎乐观”,3人称其“非常乐观”,还有3人称其抱有“谨慎”立场。持乐观立场的分析人士提到,他们对美国继续实施经济刺激措施和新冠肺炎疫苗上市的前景抱有希望,此前英国等多个国家已经开始推出疫苗。4位策略师预计,标普500指数明年将收于3500点至4000点之间;而在另一方面,4位分析师预计该指数将跌至3000点到3500点区间。此次调查是以电子邮件问卷的形式在11月25日至12月3日之间进行的。新冠病毒疫苗受访者对标普500指数明年的目标点位作出了范围很广的预期,这突显出随着新冠肺炎免疫进程的启动,疫苗的生产和分发计划存在着不确定性。根据约翰霍普金斯大学(Johns Hopkins University)提供的数据,美国现在一周平均每天有2000多人死于新冠病毒感染,创下自疫情开始以来死亡人数最多的纪录。尽管如此,大多数分析师仍对明年的整体美股市场前景抱有乐观态度。一位分析师表示:“我们相信,随着我们迈向2021年,在疫苗分发和全球经济活动增加的推动之下,美国和全球经济将继续真正地‘重启’。”这位分析师继续说道:“我们的假设情境是,2021年经济增长和企业盈利将会反弹,同时利率保持在低位,而财政刺激措施将被加入系统之中,总体来说这对风险资产是个有利的背景。”另一位受访者表示:“我们认为,低息环境再加上标普500指数的盈利回升,将导致股市在2021年创下新高。”谨慎乐观尽管许多接受调查的策略师都为标普500指数设定了雄心勃勃的目标,但就连一些乐观的受访者也表示,他们将密切关注疫情的管理状况以及各国政府为提振经济而采取的措施。一位分析师表示:“我认为,随着世界重新‘上线’,(标普500指数)有15%的上行空间。全球央行注入了如此之多的流动性以帮助阻止市场崩盘,而市场状况日益正常化,这就为下一轮牛市提供了理由。”另外,这位分析师称其也在关注其他一些问题,如“美国的刺激计划被推迟、可能会有的下一波新冠肺炎感染浪潮、以及疫苗供应可能会有的短缺状况”等。美元和其他货币接受调查的策略师们还分享了对外汇市场的展望,其中只有3人表示,在美元、欧元、人民币、日元和英镑这几种货币中,美元是其最看好的货币。在20位分析师中,有6人认为明年欧元的涨幅将是最大的,而7位分析师认为是人民币。“我们预计,在明年的头几个月时间里,欧元区经济将从双底衰退中反弹,再加上市场对美国宽松的财政和货币政策感到担心,以及美国贸易和预算赤字的增加,都将起到推动欧元走强的作用。”一位接受调查的策略师表示。“获得‘鼓励奖’的则将是澳元和人民币,前者是由于大宗商品价格不断上涨,后者则是由于受到中国经济持续复苏的提振。”参与调查的一家大型机构预计,到2021年底人民币兑美元汇率将达到6.25。相比之下,人民币兑美元汇率最新报6.54。另一位受访者预测,欧元区的政策将增强人们对疫情过后欧洲经济复苏的信心。他表示:“我实际上认为欧元将在明年年初下跌,但将在明年大部分时间里令人意外地恢复近期的涨势。”“欧洲将比美国更早走出这波新的新冠病毒浪潮,这将帮助其比美国更快地复苏。”这位分析师继续说道。“更重要的是,欧洲央行在2021年将保持比美联储更宽松的政策。”2021年的选股在被问及2021年投资者将押注于哪些顶级股票和行业板块时,大多数受访者都回答说,他们看好那些将可受益于疫情过后经济重启的廉价“周期性”股票,这种股票会随着整体经济体的动能而发生变动。买方分析师将埃克森美孚、雪佛龙、贝克休斯、波音、高通、维萨和迪士尼列为2021年里值得买入并持有的股票。一位分析师表示:“高通很有价值,2021年年底的目标价为每股170美元。”他指出,智能手机领域中出现了5G技术,而高通获得了“苹果公司为2020年假期发布的新款iPhone的新的芯片客户”。但总体而言,2020年里颇受市场青睐的科技股几乎没有被提及。一位策略师表示:“谷歌仍值得买入,12个月目标价为每股2119美元。随着旅游等行业的反弹,谷歌正在追赶其他大型科技公司,广告支出正在反弹。”一位参与调查的知名机构投资者表示,整体上来说看好新兴市场而非发达市场,并预计到2021年底,明晟新兴市场指数(MSCI Emerging Market Index)将上涨18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301729551,"gmtCreate":1603771318473,"gmtModify":1703830641810,"author":{"id":"3521334890966638","authorId":"3521334890966638","name":"第二菠萝.","avatar":"https://static.tigerbbs.com/83faa3c299d12be906dd0cf098f85121","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3521334890966638","idStr":"3521334890966638"},"themes":[],"htmlText":"一个搞金融的伪装成高科技来坑蒙拐骗","listText":"一个搞金融的伪装成高科技来坑蒙拐骗","text":"一个搞金融的伪装成高科技来坑蒙拐骗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301729551","repostId":"2078502227","repostType":4,"repost":{"id":"2078502227","kind":"highlight","pubTimestamp":1603769826,"share":"https://www.laohu8.com/m/news/2078502227?lang=&edition=full","pubTime":"2020-10-27 11:37","market":"hk","language":"zh","title":"蚂蚁打新,中签率预估100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2078502227","media":"格隆汇","summary":"小,即是美好。小,蕴含力量。","content":"<h4><b>全球最大IPO今日招股</b></h4><p><img src=\"https://static.tigerbbs.com/0530151dc3c25fa3ee47ee1ca6a8d451\" tg-width=\"566\" tg-height=\"889\"></p><p>头顶着A股首家科技互联网巨头,全球最大IPO光环的<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>,于10月26日晚间正式公布定价。<b>蚂蚁集团A股代码688688,定价68.8元/股</b>,A股超额配售选择权行使前,预计募集资金总额为1149.45亿元,A股超额配售选择权全额行使,预计募资金额1321.65亿元。按照A股募资规模,此前最大募资规模为<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>(688981)532亿元,蚂蚁集团是其募资规模的2倍。</p><p><img src=\"https://static.tigerbbs.com/f16a4fc9ab6fb5e066d541bebd89832a\" tg-width=\"567\" tg-height=\"892\"></p><p><b>H股代码06688,定价为80港元/股。</b>两地募资总额超出约2400亿元人民币(约345亿美元)。按照此价格计算,蚂蚁集团总市值2.1万亿元。<b>与此前多家投行预测的2.5万亿-3万亿元,折让20%-30%。</b>超越沙特阿美,获全球最大IPO已成定局。如两日前创始人马云“外滩峰会”中的言论一致“蚂蚁的定价是人类史上最大规模的融资定价”作为投资者务必凑个热闹。</p><p><img src=\"https://static.tigerbbs.com/d3cc483f459dcbda93f01fc414a4ec48\" tg-width=\"950\" tg-height=\"540\"></p><p>蚂蚁集团的背后有着令人羡慕的盈利和用户基础,更加令人羡慕的则是他标的稀缺性,在蚂蚁集团IPO的进程中,我们终于走到了最后一个阶段。投资还是要落到实处,作为普通投资者要如何凑这热闹?</p><p>当务之急很明显就是参与蚂蚁集团二级市场的打新。<b>A股投资者10月29日(本周四)可进行网上和网下申购,H股于10月27日(今日)开始参与公开发售,</b>11月5日正式挂牌。</p><h3><b>科创板打新认购策略</b></h3><p><img src=\"https://static.tigerbbs.com/4b00cecd49980514422ca0348de8003d\" tg-width=\"951\" tg-height=\"541\"></p><p>根据公告显示,蚂蚁将在A股发行不超过16.7亿股的新股,其中本次A股发行初始战略配售的股票数量13.4亿股,占A股(“绿鞋”前)初始发行量80%。似乎有意减轻二级市场压力,<b>同时也在最大程度上利好打新投资者。</b></p><p>战略投资者包括阿里集团等全球六大主权基金,并承诺本次配售股票中限售期限为12个月-24个月,其中全国社保持股2.3%。而二级市场发行20%,也就说留给机构和个人投资者“打新”股票有3.34亿股(“绿鞋”前),按照每股价格计算,绿鞋前A股募资总额1149.45亿元,那么打新参与规模可超过220亿元。</p><p>实际上,机构投资大比例认购优质标的,新股属于常规操作,例如<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>赴港上市之时,机构配售比例均为90%,此前上市的<a href=\"https://laohu8.com/S/688981\">中芯国际</a>战投占比50%。</p><p><b>那么此次参与科创板顶格申购是否100%中签?</b></p><p>根据过往科创板新股中,<b>中签率最高的前两名为<a href=\"https://laohu8.com/S/688009\">中国通号</a>,0.23%,申购上限25.2万股,第二为,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>,0.21%,申购上限为42.1万股。</b>根据A股发行安排,超额配售权启动后,单个账户顶格申购上限为31.7万股,预估此次蚂蚁科创板打新中签率为0.2%左右,网上顶格申购需配置沪市市值317万,可获配号643个,参与科创板打新顶格申购中签率为100%。</p><p>当然,科创板能够100%中签,但因门槛限制拦下不少人。满足20个交易日证券账户资金日均不低于50万元人民币,参与24个月的证券交易门槛,让很多投资者无法参与此次蚂蚁集团上市红利,好在蚂蚁集团A+H两地同步上市。科创板无法参与打新,投资者可绕道港股参与。</p><h3><b>港股打新认购策略</b></h3><h3><b>H股今日开始招股</b></h3><p><img src=\"https://static.tigerbbs.com/977fa90b9586cd1167486e47e90d1e1d\" tg-width=\"565\" tg-height=\"888\"></p><p>代码为:蚂蚁集团(06688)</p><p>招股总数:1,670,706,000股</p><p>招股价:80港元/股,每手50股</p><p>入场费:4040.31元</p><p>乙组头:545.65万</p><p>联席保荐人:<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及中金</p><p>绿鞋:有</p><p>基石:无(蚂蚁表示不需要)</p><p>招股时间:10.27-10.30日</p><p><img src=\"https://static.tigerbbs.com/3b298618b48d73a7d47871370dbc812e\" tg-width=\"952\" tg-height=\"539\"></p><p>根据市场最新消息,蚂蚁集团开售仅一个小时,H股机构部分IPO已经超额认购,刷新市场记录。据悉,大部分都是10亿美金级别的大订单。对于普通投资者而言,蚂蚁此次入场费表现十分亲民,4040入场费很大程度限制了大户的操作,<b>阳光普照,人人都有机会赢得双11前的红包雨,参与申购绝对是正确的选择。</b></p><p>一手中签率预测:公开发售部分4176.77万股,每手50股,公开总发行手数83.53万手,甲乙组各41.76万手。按照目前打新人数与股,此次申购至少80-100万人参与比较合理,超额认购板上钉钉。根据公告显示,此次公开发售最大回拨至10%,甲乙组至167万手,1手中签率预估80%以上,接近人人有份,此次蚂蚁估值2.1万亿,参考此前阿里巴巴预计此次蚂蚁涨幅10%-15%左右,即中签一手蚂蚁,不考虑成本的情况下也可以盈利400-1200港币。享受阿里的盛宴,应积极申购。</p><p><b>认购策略:</b></p><p><b>甲组1手党</b>:香港新股发行规则中红鞋政策红利依旧,可以选择每个账户只打一手,建议投资者选择现金参与一手党。</p><p><b>是否考虑参与一手融呢?</b>入场费比较低的情况下,一般不建议一手融,同时根据一手融成本计算,认购手续费100,利息预估2港元,中签费40.71港元。以一手中签成本约100+2+40.71=142.71港元,<b>初步计算打和点3.57%,</b>预估涨幅10%-15%个点,扣除卖出费用100元,一手收益低于500港币。相比之下一手现金性价比超高。</p><p><b>乙组策略:</b>蚂蚁公开部分募资约33.4亿,顶格回拨之后公开部分约133.6亿,乙组约66.8亿。对比此前<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>,按照农夫山泉的5218亿来估算,乙组平均中签率为1.28%。乙头8万市值,约20手。蚂蚁集团按20倍杠杆来算,28.25万本金打乙头1400手中20手,5天计息,融资利息3.5%计算约2570港币左右,10倍杠杆需140手,56.5万本金打乙头,融资利息3.5%计算约2438元港币预计乙头中签7-15手,打和点4%-8%左右,预估涨幅10%-15%,每个乙头约1万所有收益。<b>又到了乙组抢破头的时候了,今日还有几家券商可以提供10-20倍孖展,手脚要快。</b></p><p>那么甲组好还是乙组好?由于此次预估中签率接近90%,那么偏向于一手党,从成本和效率上笔者选择大部分账户可以选择现金1手申购。抢到高倍孖展则参与乙头。</p><p>与此同时,港股打新也提供暗盘交易,由于其他原因无法中签者,可以择时择机,<b>暗盘交易时捞几手。</b></p><h3><b>少有会飞的大象</b></h3><p>随着定价的敲定,估值也尘埃落定。回顾估值,2018年,蚂蚁集团的估值达到了1.16万港币。</p><p>7月8日,1.5万亿港币;</p><p>7月29日,1.65万亿港币;</p><p>8月21日,1.74万亿港币;</p><p>9月21日,1.9万亿港币;</p><p>10月16日,2.17万亿港币;</p><p>10月22日,2.8万亿港币~3.56万亿港币;10月26日,最终按68.8元(80港币)发行定价,发行市值约2.1万亿港币,放在A股,已超过<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>3000亿美元,荣登市值第一。</p><p>根据中金、摩根士丹利、花旗、摩根大通等主要投行的盈利预测,蚂蚁未来两年(2022年)预期市盈率仅24倍。<b>笔者认为蚂蚁集团依然具有较大的上升空间,从长期投资角度看,蚂蚁此次发行重点在于战略配售比重高,重点吸引更多长线的机构增量资金进入市场</b>,加上社保基金入市投资蚂蚁,对于蚂蚁长期投资的价值均有所认可,想象空间巨大,长期投资也将获取丰厚回报。<b>短期从IPO的角度看,</b>尽管有绿鞋,无基石,亲民的定价以及回拨机制都给蚂蚁上市后的表现留足了想象空间。</p><p>作为一家伟大的公司,上市后将成为国内上市公司中市值规模第一,蚂蚁的上市应该载入历史,小,即是美好。小,蕴含力量。</p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蚂蚁打新,中签率预估100%</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蚂蚁打新,中签率预估100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-27 11:37 北京时间 <a href=http://www.gelonghui.com/p/420198><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大IPO今日招股头顶着A股首家科技互联网巨头,全球最大IPO光环的蚂蚁集团,于10月26日晚间正式公布定价。蚂蚁集团A股代码688688,定价68.8元/股,A股超额配售选择权行使前,预计募集资金总额为1149.45亿元,A股超额配售选择权全额行使,预计募资金额1321.65亿元。按照A股募资规模,此前最大募资规模为中芯国际(688981)532亿元,蚂蚁集团是其募资规模的2倍。H股代码...</p>\n\n<a href=\"http://www.gelonghui.com/p/420198\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec15db671b1849dcabfc298e04ec99f5","relate_stocks":{"06688":"蚂蚁集团"},"source_url":"http://www.gelonghui.com/p/420198","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2078502227","content_text":"全球最大IPO今日招股头顶着A股首家科技互联网巨头,全球最大IPO光环的蚂蚁集团,于10月26日晚间正式公布定价。蚂蚁集团A股代码688688,定价68.8元/股,A股超额配售选择权行使前,预计募集资金总额为1149.45亿元,A股超额配售选择权全额行使,预计募资金额1321.65亿元。按照A股募资规模,此前最大募资规模为中芯国际(688981)532亿元,蚂蚁集团是其募资规模的2倍。H股代码06688,定价为80港元/股。两地募资总额超出约2400亿元人民币(约345亿美元)。按照此价格计算,蚂蚁集团总市值2.1万亿元。与此前多家投行预测的2.5万亿-3万亿元,折让20%-30%。超越沙特阿美,获全球最大IPO已成定局。如两日前创始人马云“外滩峰会”中的言论一致“蚂蚁的定价是人类史上最大规模的融资定价”作为投资者务必凑个热闹。蚂蚁集团的背后有着令人羡慕的盈利和用户基础,更加令人羡慕的则是他标的稀缺性,在蚂蚁集团IPO的进程中,我们终于走到了最后一个阶段。投资还是要落到实处,作为普通投资者要如何凑这热闹?当务之急很明显就是参与蚂蚁集团二级市场的打新。A股投资者10月29日(本周四)可进行网上和网下申购,H股于10月27日(今日)开始参与公开发售,11月5日正式挂牌。科创板打新认购策略根据公告显示,蚂蚁将在A股发行不超过16.7亿股的新股,其中本次A股发行初始战略配售的股票数量13.4亿股,占A股(“绿鞋”前)初始发行量80%。似乎有意减轻二级市场压力,同时也在最大程度上利好打新投资者。战略投资者包括阿里集团等全球六大主权基金,并承诺本次配售股票中限售期限为12个月-24个月,其中全国社保持股2.3%。而二级市场发行20%,也就说留给机构和个人投资者“打新”股票有3.34亿股(“绿鞋”前),按照每股价格计算,绿鞋前A股募资总额1149.45亿元,那么打新参与规模可超过220亿元。实际上,机构投资大比例认购优质标的,新股属于常规操作,例如阿里巴巴赴港上市之时,机构配售比例均为90%,此前上市的中芯国际战投占比50%。那么此次参与科创板顶格申购是否100%中签?根据过往科创板新股中,中签率最高的前两名为中国通号,0.23%,申购上限25.2万股,第二为,中芯国际,0.21%,申购上限为42.1万股。根据A股发行安排,超额配售权启动后,单个账户顶格申购上限为31.7万股,预估此次蚂蚁科创板打新中签率为0.2%左右,网上顶格申购需配置沪市市值317万,可获配号643个,参与科创板打新顶格申购中签率为100%。当然,科创板能够100%中签,但因门槛限制拦下不少人。满足20个交易日证券账户资金日均不低于50万元人民币,参与24个月的证券交易门槛,让很多投资者无法参与此次蚂蚁集团上市红利,好在蚂蚁集团A+H两地同步上市。科创板无法参与打新,投资者可绕道港股参与。港股打新认购策略H股今日开始招股代码为:蚂蚁集团(06688)招股总数:1,670,706,000股招股价:80港元/股,每手50股入场费:4040.31元乙组头:545.65万联席保荐人:花旗、摩根大通、摩根士丹利及中金绿鞋:有基石:无(蚂蚁表示不需要)招股时间:10.27-10.30日根据市场最新消息,蚂蚁集团开售仅一个小时,H股机构部分IPO已经超额认购,刷新市场记录。据悉,大部分都是10亿美金级别的大订单。对于普通投资者而言,蚂蚁此次入场费表现十分亲民,4040入场费很大程度限制了大户的操作,阳光普照,人人都有机会赢得双11前的红包雨,参与申购绝对是正确的选择。一手中签率预测:公开发售部分4176.77万股,每手50股,公开总发行手数83.53万手,甲乙组各41.76万手。按照目前打新人数与股,此次申购至少80-100万人参与比较合理,超额认购板上钉钉。根据公告显示,此次公开发售最大回拨至10%,甲乙组至167万手,1手中签率预估80%以上,接近人人有份,此次蚂蚁估值2.1万亿,参考此前阿里巴巴预计此次蚂蚁涨幅10%-15%左右,即中签一手蚂蚁,不考虑成本的情况下也可以盈利400-1200港币。享受阿里的盛宴,应积极申购。认购策略:甲组1手党:香港新股发行规则中红鞋政策红利依旧,可以选择每个账户只打一手,建议投资者选择现金参与一手党。是否考虑参与一手融呢?入场费比较低的情况下,一般不建议一手融,同时根据一手融成本计算,认购手续费100,利息预估2港元,中签费40.71港元。以一手中签成本约100+2+40.71=142.71港元,初步计算打和点3.57%,预估涨幅10%-15%个点,扣除卖出费用100元,一手收益低于500港币。相比之下一手现金性价比超高。乙组策略:蚂蚁公开部分募资约33.4亿,顶格回拨之后公开部分约133.6亿,乙组约66.8亿。对比此前农夫山泉,按照农夫山泉的5218亿来估算,乙组平均中签率为1.28%。乙头8万市值,约20手。蚂蚁集团按20倍杠杆来算,28.25万本金打乙头1400手中20手,5天计息,融资利息3.5%计算约2570港币左右,10倍杠杆需140手,56.5万本金打乙头,融资利息3.5%计算约2438元港币预计乙头中签7-15手,打和点4%-8%左右,预估涨幅10%-15%,每个乙头约1万所有收益。又到了乙组抢破头的时候了,今日还有几家券商可以提供10-20倍孖展,手脚要快。那么甲组好还是乙组好?由于此次预估中签率接近90%,那么偏向于一手党,从成本和效率上笔者选择大部分账户可以选择现金1手申购。抢到高倍孖展则参与乙头。与此同时,港股打新也提供暗盘交易,由于其他原因无法中签者,可以择时择机,暗盘交易时捞几手。少有会飞的大象随着定价的敲定,估值也尘埃落定。回顾估值,2018年,蚂蚁集团的估值达到了1.16万港币。7月8日,1.5万亿港币;7月29日,1.65万亿港币;8月21日,1.74万亿港币;9月21日,1.9万亿港币;10月16日,2.17万亿港币;10月22日,2.8万亿港币~3.56万亿港币;10月26日,最终按68.8元(80港币)发行定价,发行市值约2.1万亿港币,放在A股,已超过贵州茅台3000亿美元,荣登市值第一。根据中金、摩根士丹利、花旗、摩根大通等主要投行的盈利预测,蚂蚁未来两年(2022年)预期市盈率仅24倍。笔者认为蚂蚁集团依然具有较大的上升空间,从长期投资角度看,蚂蚁此次发行重点在于战略配售比重高,重点吸引更多长线的机构增量资金进入市场,加上社保基金入市投资蚂蚁,对于蚂蚁长期投资的价值均有所认可,想象空间巨大,长期投资也将获取丰厚回报。短期从IPO的角度看,尽管有绿鞋,无基石,亲民的定价以及回拨机制都给蚂蚁上市后的表现留足了想象空间。作为一家伟大的公司,上市后将成为国内上市公司中市值规模第一,蚂蚁的上市应该载入历史,小,即是美好。小,蕴含力量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301707099,"gmtCreate":1603757393011,"gmtModify":1703830570102,"author":{"id":"3521334890966638","authorId":"3521334890966638","name":"第二菠萝.","avatar":"https://static.tigerbbs.com/83faa3c299d12be906dd0cf098f85121","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3521334890966638","idStr":"3521334890966638"},"themes":[],"htmlText":"白嫖345亿刀[冷漠] ","listText":"白嫖345亿刀[冷漠] ","text":"白嫖345亿刀[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301707099","repostId":"1105128155","repostType":4,"repost":{"id":"1105128155","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1603756241,"share":"https://www.laohu8.com/m/news/1105128155?lang=&edition=full","pubTime":"2020-10-27 07:50","market":"sh","language":"zh","title":"昨夜今晨:全球市场黑周一!全球最大IPO来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1105128155","media":"老虎资讯综合","summary":"摘要:美股周一低开低走收盘全线暴跌,道指跌幅为2.29%;佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局;欧美疫情恶化,白宫竟然直接说放弃控制疫情。海外市场1、单日确诊超8万,美股暴跌!道指","content":"<blockquote>摘要:美股周一低开低走收盘全线暴跌,道指跌幅为2.29%;佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局;欧美疫情恶化,白宫竟然直接说放弃控制疫情。</blockquote><p>海外市场</p><p><b>1、单日确诊超8万,美股暴跌!道指跌超650点</b></p><p>美股周一低开低走收盘全线暴跌,道指跌超650点,盘中一度跌超900点,因美国单日确诊病例创历史新高,新一轮刺激计划仍陷僵局。恐慌指数VIX涨17.82%,报32.46点。截至收盘,道指跌幅为2.29%;纳指跌幅为1.64%;标普500指数跌幅为1.86%。</p><p><b>2、中国概念股周一收盘多数下跌 <a href=\"https://laohu8.com/S/TC\">团车</a>网重挫逾22%</b></p><p>中国概念股周一收盘多数下跌,<a href=\"https://laohu8.com/S/JD\">京东</a>上涨0.09%报收81.41美元,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>上涨0.01%报收86.92美元,<a href=\"https://laohu8.com/S/BIDU\">百度</a>下跌0.73%报收132.95美元,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>下跌0.98%报收306.87美元;<a href=\"https://laohu8.com/S/YJ\">云集</a>上涨7.45%报收2.02美元;<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>下跌7.46%报收2.73美元,<a href=\"https://laohu8.com/S/RENN\">人人网</a>下跌7.79%报收4.85美元,<a href=\"https://laohu8.com/S/WEI\">微贷网</a>下跌8.42%报收1.74美元,<a href=\"https://laohu8.com/S/QD\">趣店</a>下跌8.50%报收1.40美元。</p><p><b>3、疫情加深导致全球股市受挫,金价收盘微幅上涨</b></p><p>黄金期货价格周一收盘微幅上涨,六个交易日以来第五次走高,原因是随着全球股市因美国和欧洲的新冠肺炎感染病例而齐齐下挫,黄金价格找到了支撑。但与此同时,美元汇率的上涨则限制了金价的涨幅。</p><p><b>4、疫情加深导致需求前景承压,美油收盘大跌逾3%!</b></p><p>原油期货价格周一收盘大幅下跌,创下了三个星期以来的最低水平,原因是美国和欧洲的新冠肺炎感染病例继续激增,从而引发了投资者对原油需求前景的担忧。</p><p><b>5、疫情加深导致欧股收跌近2%!科技股重挫逾7%,思爱普跌近22%</b></p><p>欧洲股市周一收盘下跌,原因是整个欧洲大陆新冠病毒感染病例的激增拖累了市场情绪,而思爱普(SAP)的暴跌导致科技股集体走低。泛欧斯托克600指数下跌6.55点,报收于355.95点,跌幅为1.81%,所有行业板块和欧洲主要国家的股市均收盘走低。</p><p>国际宏观</p><p><b>1、佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局</b></p><p>美国众议院议长南希-佩洛西(Nancy Pelosi)周一对特朗普政府进行了猛烈抨击,因为在冠状病毒感染病例创下新高之际,白宫未能给美国人提供更多的救援和更及时全面的病毒检测。</p><p><b>2、美联储官员:若没有额外刺激举措,经济将重现08年危机过后的疲软复苏</b></p><p>美联储的官员们警告称,如果没有额外的刺激举措,美国经济将面临类似于2008年金融危机过后的那种疲软无力的复苏。当年,在实施了大规模的支出计划之后,美国政府推行长达数年的紧缩政策,这些政策拖累了美国经济的增长。</p><p><b>3、美国制裁伊朗石油部长 两国紧张关系加剧</b></p><p>在距离美国总统大选只有几天时间之际,美国宣布制裁伊朗石油部长和一些相关实体,凸显两国之间的紧张局势持续加剧。</p><p><b>4、经济诺奖得主:投资者对重大市场崩溃的担忧已达到多年来最高水平</b></p><p>诺贝尔经济学奖得主、耶鲁大学教授罗伯特-席勒(Robert Shiller)敦促投资者采取谨慎的态度来投资股票市场。席勒表示:“没有人能预知未来,但鉴于在新冠疫情和政治两极分化中普遍缺乏投资者信心的情况,因此,一种消极的、自我实现的预言很可能会盛行。这凸显了在资产类别(包括安全的美国国债)中进行多元化投资以及减少在美股中风险敞口的重要性。”</p><p><b>5、美刺激协议希望渺茫 库德洛:民主党的大量议题无法得到总统认可</b></p><p>白宫经济顾问库德洛在周一美股午盘时接受采访称,财政刺激谈判“已经显然放缓了,但仍在进行中”;虽然双方距离达成协议更近一步,“但仍有一些重要的政策问题使我们分开,我们的团队认为,要实现目标,众议院方面必须做出更多妥协。”</p><p><b>6、一文读懂全球疫情:全球累计确诊逾4372万例 彭斯团队至少5人感染新冠</b></p><p>Worldometer网站实时统计数据显示,截至北京时间10月27日6时30分左右,全球累计确诊新冠肺炎病例43726564例,累计死亡病例1163437例,110个国家确诊病例超过万例。</p><p>全球疫情持续蔓延,美洲地区,彭斯团队至少5人感染新冠,受疫情影响,巴西女性就业率创30年来最低值;欧洲地区,法国疫情发展超出预期,西班牙意大利抗疫措施再升级;非洲地区,南非旅游部长希望12月前全面开放边界,埃及对感染新冠病毒隐情不报者进行严惩;亚洲地区,印度央行行长新冠检测呈阳性,韩国59人接种流感疫苗后死亡。</p><p><b>7、欧美疫情恶化,白宫竟然直接说放弃控制疫情</b></p><p>当地时间10月25日,白宫办公厅主任马克·梅多斯在接受美国有线电视新闻网采访时表示,美国“不会控制”新冠疫情。与此同时,该国各地新冠肺炎确诊病例激增,已有近22.5万人死于该病毒。</p><p>公司新闻</p><p><b>1、<a href=\"https://laohu8.com/S/BA\">波音</a>财报前瞻:料将连续四个季度亏损,737 Max复飞前景备受关注</b></p><p><a href=\"https://laohu8.com/S/BA\">波音</a>公司(NYSE:BA)定于美国股市周三盘前公布该公司的第三季度业绩,目前这家飞机制造巨头仍旧受到商用喷气式飞机需求下降和波音737 Max飞机持续停飞的影响。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2078501087\" target=\"_blank\"><b>德国软件巨头SAP公布财报后股价暴跌22% 或丢掉欧洲最大科技公司头衔</b></a><b></b></p><p>SAP周一公布了最新一季财报。德国企业软件巨头下调全年营收和利润目标,并调整了其所谓的“中期目标,”预计到2025年云计算营收将会下降,部分原因是在应对冠状病毒大流行持续时间的几个行业出现了“投资回报滞后”。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2078550925\" target=\"_blank\"><b>蒂芙尼与路威酩轩并购交易获欧盟批准</b></a></p><p>美国奢侈品零售商<a href=\"https://laohu8.com/S/TIF\">蒂芙尼</a>公司表示,其与法国奢侈品巨头路威酩轩价值160亿美元的并购交易已获得欧盟委员会批准,从而扫清了所有监管障碍。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2078650536\" target=\"_blank\"><b>蚂蚁集团IPO将融资345亿美元,超沙特阿美创历史之最</b></a></p><p>据报道,在确定了股票发行价之后,<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>此次IPO(首次公开招股)将融资345亿美元,从而超越沙特阿美,成为迄今为止全球规模最大上市活动。</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>昨夜今晨:全球市场黑周一!全球最大IPO来了</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昨夜今晨:全球市场黑周一!全球最大IPO来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-10-27 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要:美股周一低开低走收盘全线暴跌,道指跌幅为2.29%;佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局;欧美疫情恶化,白宫竟然直接说放弃控制疫情。</blockquote><p>海外市场</p><p><b>1、单日确诊超8万,美股暴跌!道指跌超650点</b></p><p>美股周一低开低走收盘全线暴跌,道指跌超650点,盘中一度跌超900点,因美国单日确诊病例创历史新高,新一轮刺激计划仍陷僵局。恐慌指数VIX涨17.82%,报32.46点。截至收盘,道指跌幅为2.29%;纳指跌幅为1.64%;标普500指数跌幅为1.86%。</p><p><b>2、中国概念股周一收盘多数下跌 <a href=\"https://laohu8.com/S/TC\">团车</a>网重挫逾22%</b></p><p>中国概念股周一收盘多数下跌,<a href=\"https://laohu8.com/S/JD\">京东</a>上涨0.09%报收81.41美元,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>上涨0.01%报收86.92美元,<a href=\"https://laohu8.com/S/BIDU\">百度</a>下跌0.73%报收132.95美元,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>下跌0.98%报收306.87美元;<a href=\"https://laohu8.com/S/YJ\">云集</a>上涨7.45%报收2.02美元;<a href=\"https://laohu8.com/S/MOGU\">蘑菇街</a>下跌7.46%报收2.73美元,<a href=\"https://laohu8.com/S/RENN\">人人网</a>下跌7.79%报收4.85美元,<a href=\"https://laohu8.com/S/WEI\">微贷网</a>下跌8.42%报收1.74美元,<a href=\"https://laohu8.com/S/QD\">趣店</a>下跌8.50%报收1.40美元。</p><p><b>3、疫情加深导致全球股市受挫,金价收盘微幅上涨</b></p><p>黄金期货价格周一收盘微幅上涨,六个交易日以来第五次走高,原因是随着全球股市因美国和欧洲的新冠肺炎感染病例而齐齐下挫,黄金价格找到了支撑。但与此同时,美元汇率的上涨则限制了金价的涨幅。</p><p><b>4、疫情加深导致需求前景承压,美油收盘大跌逾3%!</b></p><p>原油期货价格周一收盘大幅下跌,创下了三个星期以来的最低水平,原因是美国和欧洲的新冠肺炎感染病例继续激增,从而引发了投资者对原油需求前景的担忧。</p><p><b>5、疫情加深导致欧股收跌近2%!科技股重挫逾7%,思爱普跌近22%</b></p><p>欧洲股市周一收盘下跌,原因是整个欧洲大陆新冠病毒感染病例的激增拖累了市场情绪,而思爱普(SAP)的暴跌导致科技股集体走低。泛欧斯托克600指数下跌6.55点,报收于355.95点,跌幅为1.81%,所有行业板块和欧洲主要国家的股市均收盘走低。</p><p>国际宏观</p><p><b>1、佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局</b></p><p>美国众议院议长南希-佩洛西(Nancy Pelosi)周一对特朗普政府进行了猛烈抨击,因为在冠状病毒感染病例创下新高之际,白宫未能给美国人提供更多的救援和更及时全面的病毒检测。</p><p><b>2、美联储官员:若没有额外刺激举措,经济将重现08年危机过后的疲软复苏</b></p><p>美联储的官员们警告称,如果没有额外的刺激举措,美国经济将面临类似于2008年金融危机过后的那种疲软无力的复苏。当年,在实施了大规模的支出计划之后,美国政府推行长达数年的紧缩政策,这些政策拖累了美国经济的增长。</p><p><b>3、美国制裁伊朗石油部长 两国紧张关系加剧</b></p><p>在距离美国总统大选只有几天时间之际,美国宣布制裁伊朗石油部长和一些相关实体,凸显两国之间的紧张局势持续加剧。</p><p><b>4、经济诺奖得主:投资者对重大市场崩溃的担忧已达到多年来最高水平</b></p><p>诺贝尔经济学奖得主、耶鲁大学教授罗伯特-席勒(Robert Shiller)敦促投资者采取谨慎的态度来投资股票市场。席勒表示:“没有人能预知未来,但鉴于在新冠疫情和政治两极分化中普遍缺乏投资者信心的情况,因此,一种消极的、自我实现的预言很可能会盛行。这凸显了在资产类别(包括安全的美国国债)中进行多元化投资以及减少在美股中风险敞口的重要性。”</p><p><b>5、美刺激协议希望渺茫 库德洛:民主党的大量议题无法得到总统认可</b></p><p>白宫经济顾问库德洛在周一美股午盘时接受采访称,财政刺激谈判“已经显然放缓了,但仍在进行中”;虽然双方距离达成协议更近一步,“但仍有一些重要的政策问题使我们分开,我们的团队认为,要实现目标,众议院方面必须做出更多妥协。”</p><p><b>6、一文读懂全球疫情:全球累计确诊逾4372万例 彭斯团队至少5人感染新冠</b></p><p>Worldometer网站实时统计数据显示,截至北京时间10月27日6时30分左右,全球累计确诊新冠肺炎病例43726564例,累计死亡病例1163437例,110个国家确诊病例超过万例。</p><p>全球疫情持续蔓延,美洲地区,彭斯团队至少5人感染新冠,受疫情影响,巴西女性就业率创30年来最低值;欧洲地区,法国疫情发展超出预期,西班牙意大利抗疫措施再升级;非洲地区,南非旅游部长希望12月前全面开放边界,埃及对感染新冠病毒隐情不报者进行严惩;亚洲地区,印度央行行长新冠检测呈阳性,韩国59人接种流感疫苗后死亡。</p><p><b>7、欧美疫情恶化,白宫竟然直接说放弃控制疫情</b></p><p>当地时间10月25日,白宫办公厅主任马克·梅多斯在接受美国有线电视新闻网采访时表示,美国“不会控制”新冠疫情。与此同时,该国各地新冠肺炎确诊病例激增,已有近22.5万人死于该病毒。</p><p>公司新闻</p><p><b>1、<a href=\"https://laohu8.com/S/BA\">波音</a>财报前瞻:料将连续四个季度亏损,737 Max复飞前景备受关注</b></p><p><a href=\"https://laohu8.com/S/BA\">波音</a>公司(NYSE:BA)定于美国股市周三盘前公布该公司的第三季度业绩,目前这家飞机制造巨头仍旧受到商用喷气式飞机需求下降和波音737 Max飞机持续停飞的影响。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2078501087\" target=\"_blank\"><b>德国软件巨头SAP公布财报后股价暴跌22% 或丢掉欧洲最大科技公司头衔</b></a><b></b></p><p>SAP周一公布了最新一季财报。德国企业软件巨头下调全年营收和利润目标,并调整了其所谓的“中期目标,”预计到2025年云计算营收将会下降,部分原因是在应对冠状病毒大流行持续时间的几个行业出现了“投资回报滞后”。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2078550925\" target=\"_blank\"><b>蒂芙尼与路威酩轩并购交易获欧盟批准</b></a></p><p>美国奢侈品零售商<a href=\"https://laohu8.com/S/TIF\">蒂芙尼</a>公司表示,其与法国奢侈品巨头路威酩轩价值160亿美元的并购交易已获得欧盟委员会批准,从而扫清了所有监管障碍。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2078650536\" target=\"_blank\"><b>蚂蚁集团IPO将融资345亿美元,超沙特阿美创历史之最</b></a></p><p>据报道,在确定了股票发行价之后,<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>此次IPO(首次公开招股)将融资345亿美元,从而超越沙特阿美,成为迄今为止全球规模最大上市活动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105128155","content_text":"摘要:美股周一低开低走收盘全线暴跌,道指跌幅为2.29%;佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局;欧美疫情恶化,白宫竟然直接说放弃控制疫情。海外市场1、单日确诊超8万,美股暴跌!道指跌超650点美股周一低开低走收盘全线暴跌,道指跌超650点,盘中一度跌超900点,因美国单日确诊病例创历史新高,新一轮刺激计划仍陷僵局。恐慌指数VIX涨17.82%,报32.46点。截至收盘,道指跌幅为2.29%;纳指跌幅为1.64%;标普500指数跌幅为1.86%。2、中国概念股周一收盘多数下跌 团车网重挫逾22%中国概念股周一收盘多数下跌,京东上涨0.09%报收81.41美元,拼多多上涨0.01%报收86.92美元,百度下跌0.73%报收132.95美元,阿里巴巴下跌0.98%报收306.87美元;云集上涨7.45%报收2.02美元;蘑菇街下跌7.46%报收2.73美元,人人网下跌7.79%报收4.85美元,微贷网下跌8.42%报收1.74美元,趣店下跌8.50%报收1.40美元。3、疫情加深导致全球股市受挫,金价收盘微幅上涨黄金期货价格周一收盘微幅上涨,六个交易日以来第五次走高,原因是随着全球股市因美国和欧洲的新冠肺炎感染病例而齐齐下挫,黄金价格找到了支撑。但与此同时,美元汇率的上涨则限制了金价的涨幅。4、疫情加深导致需求前景承压,美油收盘大跌逾3%!原油期货价格周一收盘大幅下跌,创下了三个星期以来的最低水平,原因是美国和欧洲的新冠肺炎感染病例继续激增,从而引发了投资者对原油需求前景的担忧。5、疫情加深导致欧股收跌近2%!科技股重挫逾7%,思爱普跌近22%欧洲股市周一收盘下跌,原因是整个欧洲大陆新冠病毒感染病例的激增拖累了市场情绪,而思爱普(SAP)的暴跌导致科技股集体走低。泛欧斯托克600指数下跌6.55点,报收于355.95点,跌幅为1.81%,所有行业板块和欧洲主要国家的股市均收盘走低。国际宏观1、佩洛西抨击特朗普政府的病毒检测现状,刺激计划谈判仍处僵局美国众议院议长南希-佩洛西(Nancy Pelosi)周一对特朗普政府进行了猛烈抨击,因为在冠状病毒感染病例创下新高之际,白宫未能给美国人提供更多的救援和更及时全面的病毒检测。2、美联储官员:若没有额外刺激举措,经济将重现08年危机过后的疲软复苏美联储的官员们警告称,如果没有额外的刺激举措,美国经济将面临类似于2008年金融危机过后的那种疲软无力的复苏。当年,在实施了大规模的支出计划之后,美国政府推行长达数年的紧缩政策,这些政策拖累了美国经济的增长。3、美国制裁伊朗石油部长 两国紧张关系加剧在距离美国总统大选只有几天时间之际,美国宣布制裁伊朗石油部长和一些相关实体,凸显两国之间的紧张局势持续加剧。4、经济诺奖得主:投资者对重大市场崩溃的担忧已达到多年来最高水平诺贝尔经济学奖得主、耶鲁大学教授罗伯特-席勒(Robert Shiller)敦促投资者采取谨慎的态度来投资股票市场。席勒表示:“没有人能预知未来,但鉴于在新冠疫情和政治两极分化中普遍缺乏投资者信心的情况,因此,一种消极的、自我实现的预言很可能会盛行。这凸显了在资产类别(包括安全的美国国债)中进行多元化投资以及减少在美股中风险敞口的重要性。”5、美刺激协议希望渺茫 库德洛:民主党的大量议题无法得到总统认可白宫经济顾问库德洛在周一美股午盘时接受采访称,财政刺激谈判“已经显然放缓了,但仍在进行中”;虽然双方距离达成协议更近一步,“但仍有一些重要的政策问题使我们分开,我们的团队认为,要实现目标,众议院方面必须做出更多妥协。”6、一文读懂全球疫情:全球累计确诊逾4372万例 彭斯团队至少5人感染新冠Worldometer网站实时统计数据显示,截至北京时间10月27日6时30分左右,全球累计确诊新冠肺炎病例43726564例,累计死亡病例1163437例,110个国家确诊病例超过万例。全球疫情持续蔓延,美洲地区,彭斯团队至少5人感染新冠,受疫情影响,巴西女性就业率创30年来最低值;欧洲地区,法国疫情发展超出预期,西班牙意大利抗疫措施再升级;非洲地区,南非旅游部长希望12月前全面开放边界,埃及对感染新冠病毒隐情不报者进行严惩;亚洲地区,印度央行行长新冠检测呈阳性,韩国59人接种流感疫苗后死亡。7、欧美疫情恶化,白宫竟然直接说放弃控制疫情当地时间10月25日,白宫办公厅主任马克·梅多斯在接受美国有线电视新闻网采访时表示,美国“不会控制”新冠疫情。与此同时,该国各地新冠肺炎确诊病例激增,已有近22.5万人死于该病毒。公司新闻1、波音财报前瞻:料将连续四个季度亏损,737 Max复飞前景备受关注波音公司(NYSE:BA)定于美国股市周三盘前公布该公司的第三季度业绩,目前这家飞机制造巨头仍旧受到商用喷气式飞机需求下降和波音737 Max飞机持续停飞的影响。2、德国软件巨头SAP公布财报后股价暴跌22% 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