856亿股神的个人主页 - 老虎社区

856亿股神

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2021-02-03

联影，快上市了

抱歉，原内容已删除

2020-09-21

洗洗睡吧，只是笔记本，又不是手机芯片

抱歉，原内容已删除

2020-06-20

都是谁在买？

抱歉，原内容已删除

2020-06-19

看了评论我犹豫了……

抱歉，原内容已删除

2020-06-10

美股涨我不涨，我和美股不一样……

抱歉，原内容已删除

2020-05-02

你说他脑子不好吧，他搞出来世界上最牛逼的科技公司；你说他脑子好吧，还时不时抽一下……

抱歉，原内容已删除

2020-03-19

好了，现在可以安心睡觉去了

标普500指数跌7%，再度触发熔断

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00:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股指数持续下跌，道指下跌逾1500点，跌幅超过7%，标普500指数下跌7%，再度触发熔断，暂停交易15分钟，为近两周来第四次熔断，纳指下跌超过6%。</p><p>道指<span>较历史最高跌下跌超过32%，抹去特朗普自2017年1月20日正式就职以来的全部涨幅。</span></p><p><a href=\"https://laohu8.com/S/TVIX\">二倍做多VIX波动率指数短期期权ETN</a> 一度触及1000美元大关。<img src=\"https://static.tigerbbs.com/b0925f3d5af913420b8cadc2b527779a\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117917077","content_text":"美股指数持续下跌，道指下跌逾1500点，跌幅超过7%，标普500指数下跌7%，再度触发熔断，暂停交易15分钟，为近两周来第四次熔断，纳指下跌超过6%。道指较历史最高跌下跌超过32%，抹去特朗普自2017年1月20日正式就职以来的全部涨幅。二倍做多VIX波动率指数短期期权ETN 一度触及1000美元大关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":314805864,"gmtCreate":1612326973358,"gmtModify":1703760399280,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"联影，快上市了","listText":"联影，快上市了","text":"联影，快上市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/314805864","repostId":"1151734863","repostType":4,"isVote":1,"tweetType":1,"viewCount":2037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568441126837615","authorId":"3568441126837615","name":"踯躅踌躇","avatar":"https://static.tigerbbs.com/c51deb88e1b273ebe4a795dba0242a26","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568441126837615","authorIdStr":"3568441126837615"},"content":"联影是干什么的，适合持有吗","text":"联影是干什么的，适合持有吗","html":"联影是干什么的，适合持有吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975238326,"gmtCreate":1600701087765,"gmtModify":1703822197947,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"洗洗睡吧，只是笔记本，又不是手机芯片","listText":"洗洗睡吧，只是笔记本，又不是手机芯片","text":"洗洗睡吧，只是笔记本，又不是手机芯片","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975238326","repostId":"1151856464","repostType":4,"repost":{"id":"1151856464","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":1600699469,"share":"https://www.laohu8.com/m/news/1151856464?lang=&edition=full","pubTime":"2020-09-21 22:44","market":"hk","language":"zh","title":"英特尔：已获得向华为供货许可","url":"https://stock-news.laohu8.com/highlight/detail?id=1151856464","media":"老虎资讯综合","summary":"9月21日晚间，中国证券报记者向英特尔方面求证，英特尔方面表示，已经获得向华为供货许可。此外，9月21日晚间，有供应链公司人士向中国证券报记者称，英特尔方面向该公司表示已经获得向华为供货许可，因此该供","content":"<p>9月21日晚间，中国证券报记者向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>方面求证，英特尔方面表示，已经获得向华为供货许可。此外，9月21日晚间，有供应链公司人士向中国证券报记者称，英特尔方面向该公司表示已经获得向华为供货许可，因此该供应链公司已在继续推进华为笔记本项目。</p><p>截至发稿，英特尔跌幅收窄至1.76%，此前一度跌2%。</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>英特尔：已获得向华为供货许可</title>\n<style 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href=\"https://laohu8.com/S/INTC\">英特尔</a>方面求证，英特尔方面表示，已经获得向华为供货许可。此外，9月21日晚间，有供应链公司人士向中国证券报记者称，英特尔方面向该公司表示已经获得向华为供货许可，因此该供应链公司已在继续推进华为笔记本项目。</p><p>截至发稿，英特尔跌幅收窄至1.76%，此前一度跌2%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7265a90bb3065920567e79d1fb73485","relate_stocks":{"INTC":"英特尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151856464","content_text":"9月21日晚间，中国证券报记者向英特尔方面求证，英特尔方面表示，已经获得向华为供货许可。此外，9月21日晚间，有供应链公司人士向中国证券报记者称，英特尔方面向该公司表示已经获得向华为供货许可，因此该供应链公司已在继续推进华为笔记本项目。截至发稿，英特尔跌幅收窄至1.76%，此前一度跌2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956772081,"gmtCreate":1591799186543,"gmtModify":1704197021154,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"美股涨我不涨，我和美股不一样……","listText":"美股涨我不涨，我和美股不一样……","text":"美股涨我不涨，我和美股不一样……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956772081","repostId":"1117187471","repostType":4,"repost":{"id":"1117187471","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1591794012,"share":"https://www.laohu8.com/m/news/1117187471?lang=&edition=full","pubTime":"2020-06-10 21:00","market":"us","language":"zh","title":"纳指又双叒叕创新高了，凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117187471","media":"格隆汇","summary":"美股，太crazy！美股在连升多日后出现分化，然而纳斯达克指数却走出一波独立行情，连续第三日盘中创下历史新高，并且突破万点大关。要知道如此咋舌的涨幅仅仅只要了55个交易日。另外，标普500指数从这波低","content":"<p><span>美股，太crazy！</span></p><p>美股在连升多日后出现分化，然而纳斯达克指数却走出一波独立行情，连续第三日盘中创下历史新高，并且突破万点大关。</p><p><img src=\"https://static.tigerbbs.com/de3ad474999bb675695a8773d08d33be\" tg-width=\"840\" tg-height=\"470\"></p><p><b><span>要知道如此咋舌的涨幅仅仅只要了55个交易日</span></b><span>。</span></p><p><span>另外，标普500指数从这波低点上来，上涨了40%左右，离历史最高点不足5%的距离。道指低点上来也上涨了42%，离最高点不足7%。</span></p><p><span>当下的美国失业率仍然处于“大萧条”时期的水平，疫情因为席卷全美多城市的骚乱存在二次爆发的风险，然而美股我行我素，持续狂欢。</span></p><p><b><span>不少投资者就纳闷了，美股涨这么多，凭什么？</span></b></p><p><b>1</b></p><p><span>说美股大涨逻辑之前，我们普及一个最基本的概念——预期。</span></p><p><b><span>股市交易的是预期，交易的是未来</span></b><span>。</span></p><p><span>比如，一家企业市场预期利润增幅为200%，但最终公布的数据是150%,虽然150%绝对值非常之高了，但股价已经在数据出炉之前已经提前定价了200%的预期。亮瞎眼的数据公布之后，股价往往会下跌，甚至重挫。</span></p><p><span>回到大盘，同样如此。2月3日，A股市场三大指数均暴跌8%左右，超过3200家企业跌停。一天时间把疫情对于经济基本面最悲观的预期几乎price in进去了。</span></p><p><span>只要后续经济数据比预期最糟糕的要好，在配合更为宽松的货币政策和更为积极的财政政策，股市便会有强劲的反弹动力。</span></p><p><span>回到美股同样如此。2月底到3月23日期间，道指、标普500、纳指分别累计重挫37%、34%、30%，把经济最悲观最糟糕的情况基本进行了充分的定价。</span></p><p><b><span>未来，重要的宏观数据只要有所改善，没有更糟糕的了，股市就会反弹</span></b><span>。</span></p><p><span>比如，上周五美国劳工部公布数据显示，5月非农就业人口增加250.9万人，远远好于经济学家普遍预期的减少800万人。失业率也从4月的14.7%下降到13.3%。</span></p><p><span>这给市场极大的惊喜，道指当日飙升3%，纳指和标普500也大涨超2%。</span></p><p><span>后来，劳工部纠错了，将5月数据下调至16.3%。同时，也将4月的失业数据大致从14.7%增加到20%左右。</span></p><p><img src=\"https://static.tigerbbs.com/37614d31b72d2a5446b6ef2842ac220c\" tg-width=\"405\" tg-height=\"498\"></p><p><span>（来源：美国劳工统计局官网）</span></p><p><b><span>所以，失业率仍然超市场预期，5月就业市场相比4月快速恢复的演绎依旧成立</span></b><span>。这也是本周一股价没有反过来纠偏的重要逻辑。</span></p><p><span>看到没，</span><span><b>资本市场交易的是预期，交易的是未来，而不是当下的失业率本身数据有多么恐怖，尽管这个数据依旧是“大萧条”时期的水平</b></span><span>。</span></p><p><span>当然，支撑美股持续走强，还有一个非常重要方面是美联储超大规模的放水政策。</span></p><p><span>3月9日之后，美联储通过降息和无限量资产购买计划，推出了规模空前的刺激措施，美联储超规模接手金融市场中的资产，如国债、抵押支持证券以及各类资产等，导致美联储的资产负债表当前已经扩张至6.72万亿美元，美债也突破了25万亿美元，可谓触目惊心。</span></p><p><span><a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司预计美国今年的财政赤字将超过4万亿美元。</span><span><b>而美国市场普遍预计美联储的资产负债表到今年年底不会低于9万亿美元</b></span><span>。</span></p><p><span>这般疯狂的印钞过程与无比庞大的纾困规模，再加上美国市场的杠杆率，所带来的货币效应是巨大的。</span></p><p><span>货币泛滥，钱基本不会大规模流入实体经济，主要的去向是美国金融市场。</span><span><b>这是美股股市大幅反弹的重要推手之一</b></span><span>。</span></p><p><span>以当下视角看，美股显然脱离经济基本面很远了。但你要明白，</span><span><b>现在美股的大涨对应的是未来美国经济，而不是当下让人窒息、令人绝望的表现</b></span><span>。</span></p><p><b>2</b></p><p><span>接下来，我们不妨从另外的角度来剖析美股上涨的秘诀。</span></p><p><span>据统计，道数、标普500、纳指中科技和消费行业市值占比分别为80.72%、67.86%、85.33%，</span><span><b>其中科技行业占比分别为47.4%、34.9%、56.4%，均显著高于A股的水平</b></span><span>。</span></p><p><img src=\"https://static.tigerbbs.com/9e8565697839f1444f448bfe6b0a1989\" tg-width=\"554\" tg-height=\"179\"></p><p><span>（来源：<a href=\"https://laohu8.com/S/601162\">天风证券</a>）</span></p><p><span>然而，科技、消费行业板块相对受到疫情的冲击会更小一些。从结构上来看，</span><span><b>截至6月初，美股创年内新高的股票主要分布在信息技术、日常消费、医疗保健，分别占比创新高比例的28%、27%、25%</b></span><span>。</span></p><p><img src=\"https://static.tigerbbs.com/1ab71dbd0f70d644b9f63476788b61eb\" tg-width=\"554\" tg-height=\"444\"></p><p><span>（来源：天风证券）</span></p><p><span>尤其是科技股龙头FAAMG+奈飞，早已经逆天了。</span></p><p><span>6月9日盘中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>双双创历史新高，苹果升破345美元，亚马逊突破2626美元，收盘均大涨超3%。另外，奈飞、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>同样强势暴涨超3%。</span></p><p><span>如果从这波美股低点算起，<a href=\"https://laohu8.com/S/FB\">Facebook</a>、亚马逊均累计上涨55%左右，苹果、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、奈飞均大涨近40%，谷歌大涨超过30%。</span></p><p><img src=\"https://static.tigerbbs.com/108cdcad730e727b0b0f2aa522b0a55a\" tg-width=\"554\" tg-height=\"339\"></p><p><span>（来源：Wind）</span></p><p><b><span>然而，标普500指数中5只最大市值的股票，即苹果、微软、亚马逊、谷歌、Facebook的市值已经占到了整个市场的20%左右</span></b><span>。当然，纳指前5大市值的公司仍然是上述5家科技巨头。道指中市值最大的TOP2为苹果、微软。</span></p><p><img src=\"https://static.tigerbbs.com/daef62edd74d4231742a888565d68799\" tg-width=\"554\" tg-height=\"239\"></p><p><span>（标普500及纳指市值最大的5只个股，来源：Wind）</span></p><p><span>这5家龙头除了自身基本面受到业绩的冲击较小，且有的公司（比如亚马逊、微软）反而是利好外，还有一个持续回购的逻辑。</span></p><p><b><span>据统计，过去3个月科技公司宣告的回购规模达到650亿美元，而其他绝大多数行业早早暂停了股票回购</span></b><span>。</span></p><p><img src=\"https://static.tigerbbs.com/23dd544ff428f6a3a103ba02158752d7\" tg-width=\"554\" tg-height=\"274\"></p><p><span>（标普500成分股各行业的规模，来源：<a href=\"https://laohu8.com/S/DB\">德意志银行</a>、彭博）</span></p><p><span>可以说，科技股龙头是带动美股三大指数集体走强的非常重要的引擎。</span></p><p><span>下面这张图在网上很火——蓝线：Facebook、苹果、微软、谷歌、亚马逊；黑线：目前美股的标普500指数；黄线：剔除五大科技股的标普500指数。</span></p><p><img src=\"https://static.tigerbbs.com/ed489f4e9698c7c85416edc64dca270c\" tg-width=\"554\" tg-height=\"299\"></p><p><span>（来源：交易软件）</span></p><p><span>另据<a href=\"https://laohu8.com/S/GS\">高盛</a>统计，年初至5月27日，FAAMG五只股票上涨了15％，其余495家标准500指数中的公司下跌了8％，整体标普500指数下跌了5％。</span></p><p><img src=\"https://static.tigerbbs.com/fc613be0e3e7a653d494f00f12fd84c6\" tg-width=\"553\" tg-height=\"308\"></p><p><span>（来源：高盛）</span></p><p><span>FAAMG权重占比20%，已经超越互联网泡沫时期的18%。并且考虑到大多数做多基金有规定，单只股票头寸的限制红线是5%，那么意味着FAAMG的总指数权重最多只能达到25%。</span></p><p><span>高盛研究分析，5只龙头再有1%的占比上涨空间，标普500再度上涨就需要495家企业来带动了。</span></p><p><b><span>综上来看，美股大涨有些虚的成份，其结构并不那么健康，甚至可以说孕育着不小的泡沫风险</span></b><span>。</span></p><p><b>3</b></p><p><span>据<a href=\"https://laohu8.com/S/C\">花旗</a>分析师罗伯特·巴克兰德研究，截至6月初，全球股市已自3月份低点上涨了31％，</span><span><b>但在这期间股市资金流出规模却达到了1200亿美元</b></span><span>。</span></p><p><img src=\"https://static.tigerbbs.com/d9aaa939c1ac0208bdee45366a444e6d\" tg-width=\"554\" tg-height=\"366\"></p><p><span>（来源：花旗）</span></p><p><span>另外，巴菲特在美股这波下跌中，忍痛割肉航空股、银行股，手里留有1370亿美元之巨，折合人民币将近约10000亿元，并且比去年底多出100亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/25af909f87d3f31f229c5a01e9725693\" tg-width=\"554\" tg-height=\"350\"></p><p><span>（来源：基金报）</span></p><p><b><span>这表明一些人，包括股神在内对待市场谨慎的意味跃然纸上</span></b><span>。</span></p><p><span>当下，美股三大指数基本上已经收复失地，填了“疫情坑”，接下来如何演绎，仍然却取决于宏观基本面的改善程度和当下是否继续延续激进的货币政策。</span></p><p><span>但值得注意的是，当前美国出现拐点，看似不那么严重的疫情存在秋冬二次爆发的风险。如果接下来经济基本面并没有当前预期那么乐观，同时3月份危机时候采用的非常激进的货币政策又撤出的情况下，警惕股市快速下杀的风险。</span></p><p><span>接下来，不妨关注11日凌晨2点，美联储会议的重磅声明，从中找一找交易的方向。</span></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>纳指又双叒叕创新高了，凭什么？</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纳指又双叒叕创新高了，凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2020-06-10 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>美股，太crazy！</span></p><p>美股在连升多日后出现分化，然而纳斯达克指数却走出一波独立行情，连续第三日盘中创下历史新高，并且突破万点大关。</p><p><img src=\"https://static.tigerbbs.com/de3ad474999bb675695a8773d08d33be\" tg-width=\"840\" tg-height=\"470\"></p><p><b><span>要知道如此咋舌的涨幅仅仅只要了55个交易日</span></b><span>。</span></p><p><span>另外，标普500指数从这波低点上来，上涨了40%左右，离历史最高点不足5%的距离。道指低点上来也上涨了42%，离最高点不足7%。</span></p><p><span>当下的美国失业率仍然处于“大萧条”时期的水平，疫情因为席卷全美多城市的骚乱存在二次爆发的风险，然而美股我行我素，持续狂欢。</span></p><p><b><span>不少投资者就纳闷了，美股涨这么多，凭什么？</span></b></p><p><b>1</b></p><p><span>说美股大涨逻辑之前，我们普及一个最基本的概念——预期。</span></p><p><b><span>股市交易的是预期，交易的是未来</span></b><span>。</span></p><p><span>比如，一家企业市场预期利润增幅为200%，但最终公布的数据是150%,虽然150%绝对值非常之高了，但股价已经在数据出炉之前已经提前定价了200%的预期。亮瞎眼的数据公布之后，股价往往会下跌，甚至重挫。</span></p><p><span>回到大盘，同样如此。2月3日，A股市场三大指数均暴跌8%左右，超过3200家企业跌停。一天时间把疫情对于经济基本面最悲观的预期几乎price in进去了。</span></p><p><span>只要后续经济数据比预期最糟糕的要好，在配合更为宽松的货币政策和更为积极的财政政策，股市便会有强劲的反弹动力。</span></p><p><span>回到美股同样如此。2月底到3月23日期间，道指、标普500、纳指分别累计重挫37%、34%、30%，把经济最悲观最糟糕的情况基本进行了充分的定价。</span></p><p><b><span>未来，重要的宏观数据只要有所改善，没有更糟糕的了，股市就会反弹</span></b><span>。</span></p><p><span>比如，上周五美国劳工部公布数据显示，5月非农就业人口增加250.9万人，远远好于经济学家普遍预期的减少800万人。失业率也从4月的14.7%下降到13.3%。</span></p><p><span>这给市场极大的惊喜，道指当日飙升3%，纳指和标普500也大涨超2%。</span></p><p><span>后来，劳工部纠错了，将5月数据下调至16.3%。同时，也将4月的失业数据大致从14.7%增加到20%左右。</span></p><p><img src=\"https://static.tigerbbs.com/37614d31b72d2a5446b6ef2842ac220c\" tg-width=\"405\" tg-height=\"498\"></p><p><span>（来源：美国劳工统计局官网）</span></p><p><b><span>所以，失业率仍然超市场预期，5月就业市场相比4月快速恢复的演绎依旧成立</span></b><span>。这也是本周一股价没有反过来纠偏的重要逻辑。</span></p><p><span>看到没，</span><span><b>资本市场交易的是预期，交易的是未来，而不是当下的失业率本身数据有多么恐怖，尽管这个数据依旧是“大萧条”时期的水平</b></span><span>。</span></p><p><span>当然，支撑美股持续走强，还有一个非常重要方面是美联储超大规模的放水政策。</span></p><p><span>3月9日之后，美联储通过降息和无限量资产购买计划，推出了规模空前的刺激措施，美联储超规模接手金融市场中的资产，如国债、抵押支持证券以及各类资产等，导致美联储的资产负债表当前已经扩张至6.72万亿美元，美债也突破了25万亿美元，可谓触目惊心。</span></p><p><span><a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司预计美国今年的财政赤字将超过4万亿美元。</span><span><b>而美国市场普遍预计美联储的资产负债表到今年年底不会低于9万亿美元</b></span><span>。</span></p><p><span>这般疯狂的印钞过程与无比庞大的纾困规模，再加上美国市场的杠杆率，所带来的货币效应是巨大的。</span></p><p><span>货币泛滥，钱基本不会大规模流入实体经济，主要的去向是美国金融市场。</span><span><b>这是美股股市大幅反弹的重要推手之一</b></span><span>。</span></p><p><span>以当下视角看，美股显然脱离经济基本面很远了。但你要明白，</span><span><b>现在美股的大涨对应的是未来美国经济，而不是当下让人窒息、令人绝望的表现</b></span><span>。</span></p><p><b>2</b></p><p><span>接下来，我们不妨从另外的角度来剖析美股上涨的秘诀。</span></p><p><span>据统计，道数、标普500、纳指中科技和消费行业市值占比分别为80.72%、67.86%、85.33%，</span><span><b>其中科技行业占比分别为47.4%、34.9%、56.4%，均显著高于A股的水平</b></span><span>。</span></p><p><img src=\"https://static.tigerbbs.com/9e8565697839f1444f448bfe6b0a1989\" tg-width=\"554\" tg-height=\"179\"></p><p><span>（来源：<a href=\"https://laohu8.com/S/601162\">天风证券</a>）</span></p><p><span>然而，科技、消费行业板块相对受到疫情的冲击会更小一些。从结构上来看，</span><span><b>截至6月初，美股创年内新高的股票主要分布在信息技术、日常消费、医疗保健，分别占比创新高比例的28%、27%、25%</b></span><span>。</span></p><p><img src=\"https://static.tigerbbs.com/1ab71dbd0f70d644b9f63476788b61eb\" tg-width=\"554\" tg-height=\"444\"></p><p><span>（来源：天风证券）</span></p><p><span>尤其是科技股龙头FAAMG+奈飞，早已经逆天了。</span></p><p><span>6月9日盘中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>双双创历史新高，苹果升破345美元，亚马逊突破2626美元，收盘均大涨超3%。另外，奈飞、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>同样强势暴涨超3%。</span></p><p><span>如果从这波美股低点算起，<a href=\"https://laohu8.com/S/FB\">Facebook</a>、亚马逊均累计上涨55%左右，苹果、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、奈飞均大涨近40%，谷歌大涨超过30%。</span></p><p><img src=\"https://static.tigerbbs.com/108cdcad730e727b0b0f2aa522b0a55a\" tg-width=\"554\" tg-height=\"339\"></p><p><span>（来源：Wind）</span></p><p><b><span>然而，标普500指数中5只最大市值的股票，即苹果、微软、亚马逊、谷歌、Facebook的市值已经占到了整个市场的20%左右</span></b><span>。当然，纳指前5大市值的公司仍然是上述5家科技巨头。道指中市值最大的TOP2为苹果、微软。</span></p><p><img src=\"https://static.tigerbbs.com/daef62edd74d4231742a888565d68799\" tg-width=\"554\" tg-height=\"239\"></p><p><span>（标普500及纳指市值最大的5只个股，来源：Wind）</span></p><p><span>这5家龙头除了自身基本面受到业绩的冲击较小，且有的公司（比如亚马逊、微软）反而是利好外，还有一个持续回购的逻辑。</span></p><p><b><span>据统计，过去3个月科技公司宣告的回购规模达到650亿美元，而其他绝大多数行业早早暂停了股票回购</span></b><span>。</span></p><p><img src=\"https://static.tigerbbs.com/23dd544ff428f6a3a103ba02158752d7\" tg-width=\"554\" tg-height=\"274\"></p><p><span>（标普500成分股各行业的规模，来源：<a href=\"https://laohu8.com/S/DB\">德意志银行</a>、彭博）</span></p><p><span>可以说，科技股龙头是带动美股三大指数集体走强的非常重要的引擎。</span></p><p><span>下面这张图在网上很火——蓝线：Facebook、苹果、微软、谷歌、亚马逊；黑线：目前美股的标普500指数；黄线：剔除五大科技股的标普500指数。</span></p><p><img src=\"https://static.tigerbbs.com/ed489f4e9698c7c85416edc64dca270c\" tg-width=\"554\" tg-height=\"299\"></p><p><span>（来源：交易软件）</span></p><p><span>另据<a href=\"https://laohu8.com/S/GS\">高盛</a>统计，年初至5月27日，FAAMG五只股票上涨了15％，其余495家标准500指数中的公司下跌了8％，整体标普500指数下跌了5％。</span></p><p><img src=\"https://static.tigerbbs.com/fc613be0e3e7a653d494f00f12fd84c6\" tg-width=\"553\" tg-height=\"308\"></p><p><span>（来源：高盛）</span></p><p><span>FAAMG权重占比20%，已经超越互联网泡沫时期的18%。并且考虑到大多数做多基金有规定，单只股票头寸的限制红线是5%，那么意味着FAAMG的总指数权重最多只能达到25%。</span></p><p><span>高盛研究分析，5只龙头再有1%的占比上涨空间，标普500再度上涨就需要495家企业来带动了。</span></p><p><b><span>综上来看，美股大涨有些虚的成份，其结构并不那么健康，甚至可以说孕育着不小的泡沫风险</span></b><span>。</span></p><p><b>3</b></p><p><span>据<a href=\"https://laohu8.com/S/C\">花旗</a>分析师罗伯特·巴克兰德研究，截至6月初，全球股市已自3月份低点上涨了31％，</span><span><b>但在这期间股市资金流出规模却达到了1200亿美元</b></span><span>。</span></p><p><img src=\"https://static.tigerbbs.com/d9aaa939c1ac0208bdee45366a444e6d\" tg-width=\"554\" tg-height=\"366\"></p><p><span>（来源：花旗）</span></p><p><span>另外，巴菲特在美股这波下跌中，忍痛割肉航空股、银行股，手里留有1370亿美元之巨，折合人民币将近约10000亿元，并且比去年底多出100亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/25af909f87d3f31f229c5a01e9725693\" tg-width=\"554\" tg-height=\"350\"></p><p><span>（来源：基金报）</span></p><p><b><span>这表明一些人，包括股神在内对待市场谨慎的意味跃然纸上</span></b><span>。</span></p><p><span>当下，美股三大指数基本上已经收复失地，填了“疫情坑”，接下来如何演绎，仍然却取决于宏观基本面的改善程度和当下是否继续延续激进的货币政策。</span></p><p><span>但值得注意的是，当前美国出现拐点，看似不那么严重的疫情存在秋冬二次爆发的风险。如果接下来经济基本面并没有当前预期那么乐观，同时3月份危机时候采用的非常激进的货币政策又撤出的情况下，警惕股市快速下杀的风险。</span></p><p><span>接下来，不妨关注11日凌晨2点，美联储会议的重磅声明，从中找一找交易的方向。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44fc2c33800eae6e4f0bbec10e83a1a5","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117187471","content_text":"美股，太crazy！美股在连升多日后出现分化，然而纳斯达克指数却走出一波独立行情，连续第三日盘中创下历史新高，并且突破万点大关。要知道如此咋舌的涨幅仅仅只要了55个交易日。另外，标普500指数从这波低点上来，上涨了40%左右，离历史最高点不足5%的距离。道指低点上来也上涨了42%，离最高点不足7%。当下的美国失业率仍然处于“大萧条”时期的水平，疫情因为席卷全美多城市的骚乱存在二次爆发的风险，然而美股我行我素，持续狂欢。不少投资者就纳闷了，美股涨这么多，凭什么？1说美股大涨逻辑之前，我们普及一个最基本的概念——预期。股市交易的是预期，交易的是未来。比如，一家企业市场预期利润增幅为200%，但最终公布的数据是150%,虽然150%绝对值非常之高了，但股价已经在数据出炉之前已经提前定价了200%的预期。亮瞎眼的数据公布之后，股价往往会下跌，甚至重挫。回到大盘，同样如此。2月3日，A股市场三大指数均暴跌8%左右，超过3200家企业跌停。一天时间把疫情对于经济基本面最悲观的预期几乎price in进去了。只要后续经济数据比预期最糟糕的要好，在配合更为宽松的货币政策和更为积极的财政政策，股市便会有强劲的反弹动力。回到美股同样如此。2月底到3月23日期间，道指、标普500、纳指分别累计重挫37%、34%、30%，把经济最悲观最糟糕的情况基本进行了充分的定价。未来，重要的宏观数据只要有所改善，没有更糟糕的了，股市就会反弹。比如，上周五美国劳工部公布数据显示，5月非农就业人口增加250.9万人，远远好于经济学家普遍预期的减少800万人。失业率也从4月的14.7%下降到13.3%。这给市场极大的惊喜，道指当日飙升3%，纳指和标普500也大涨超2%。后来，劳工部纠错了，将5月数据下调至16.3%。同时，也将4月的失业数据大致从14.7%增加到20%左右。（来源：美国劳工统计局官网）所以，失业率仍然超市场预期，5月就业市场相比4月快速恢复的演绎依旧成立。这也是本周一股价没有反过来纠偏的重要逻辑。看到没，资本市场交易的是预期，交易的是未来，而不是当下的失业率本身数据有多么恐怖，尽管这个数据依旧是“大萧条”时期的水平。当然，支撑美股持续走强，还有一个非常重要方面是美联储超大规模的放水政策。3月9日之后，美联储通过降息和无限量资产购买计划，推出了规模空前的刺激措施，美联储超规模接手金融市场中的资产，如国债、抵押支持证券以及各类资产等，导致美联储的资产负债表当前已经扩张至6.72万亿美元，美债也突破了25万亿美元，可谓触目惊心。太平洋投资管理公司预计美国今年的财政赤字将超过4万亿美元。而美国市场普遍预计美联储的资产负债表到今年年底不会低于9万亿美元。这般疯狂的印钞过程与无比庞大的纾困规模，再加上美国市场的杠杆率，所带来的货币效应是巨大的。货币泛滥，钱基本不会大规模流入实体经济，主要的去向是美国金融市场。这是美股股市大幅反弹的重要推手之一。以当下视角看，美股显然脱离经济基本面很远了。但你要明白，现在美股的大涨对应的是未来美国经济，而不是当下让人窒息、令人绝望的表现。2接下来，我们不妨从另外的角度来剖析美股上涨的秘诀。据统计，道数、标普500、纳指中科技和消费行业市值占比分别为80.72%、67.86%、85.33%，其中科技行业占比分别为47.4%、34.9%、56.4%，均显著高于A股的水平。（来源：天风证券）然而，科技、消费行业板块相对受到疫情的冲击会更小一些。从结构上来看，截至6月初，美股创年内新高的股票主要分布在信息技术、日常消费、医疗保健，分别占比创新高比例的28%、27%、25%。（来源：天风证券）尤其是科技股龙头FAAMG+奈飞，早已经逆天了。6月9日盘中苹果与亚马逊双双创历史新高，苹果升破345美元，亚马逊突破2626美元，收盘均大涨超3%。另外，奈飞、谷歌同样强势暴涨超3%。如果从这波美股低点算起，Facebook、亚马逊均累计上涨55%左右，苹果、微软、奈飞均大涨近40%，谷歌大涨超过30%。（来源：Wind）然而，标普500指数中5只最大市值的股票，即苹果、微软、亚马逊、谷歌、Facebook的市值已经占到了整个市场的20%左右。当然，纳指前5大市值的公司仍然是上述5家科技巨头。道指中市值最大的TOP2为苹果、微软。（标普500及纳指市值最大的5只个股，来源：Wind）这5家龙头除了自身基本面受到业绩的冲击较小，且有的公司（比如亚马逊、微软）反而是利好外，还有一个持续回购的逻辑。据统计，过去3个月科技公司宣告的回购规模达到650亿美元，而其他绝大多数行业早早暂停了股票回购。（标普500成分股各行业的规模，来源：德意志银行、彭博）可以说，科技股龙头是带动美股三大指数集体走强的非常重要的引擎。下面这张图在网上很火——蓝线：Facebook、苹果、微软、谷歌、亚马逊；黑线：目前美股的标普500指数；黄线：剔除五大科技股的标普500指数。（来源：交易软件）另据高盛统计，年初至5月27日，FAAMG五只股票上涨了15％，其余495家标准500指数中的公司下跌了8％，整体标普500指数下跌了5％。（来源：高盛）FAAMG权重占比20%，已经超越互联网泡沫时期的18%。并且考虑到大多数做多基金有规定，单只股票头寸的限制红线是5%，那么意味着FAAMG的总指数权重最多只能达到25%。高盛研究分析，5只龙头再有1%的占比上涨空间，标普500再度上涨就需要495家企业来带动了。综上来看，美股大涨有些虚的成份，其结构并不那么健康，甚至可以说孕育着不小的泡沫风险。3据花旗分析师罗伯特·巴克兰德研究，截至6月初，全球股市已自3月份低点上涨了31％，但在这期间股市资金流出规模却达到了1200亿美元。（来源：花旗）另外，巴菲特在美股这波下跌中，忍痛割肉航空股、银行股，手里留有1370亿美元之巨，折合人民币将近约10000亿元，并且比去年底多出100亿美元。（来源：基金报）这表明一些人，包括股神在内对待市场谨慎的意味跃然纸上。当下，美股三大指数基本上已经收复失地，填了“疫情坑”，接下来如何演绎，仍然却取决于宏观基本面的改善程度和当下是否继续延续激进的货币政策。但值得注意的是，当前美国出现拐点，看似不那么严重的疫情存在秋冬二次爆发的风险。如果接下来经济基本面并没有当前预期那么乐观，同时3月份危机时候采用的非常激进的货币政策又撤出的情况下，警惕股市快速下杀的风险。接下来，不妨关注11日凌晨2点，美联储会议的重磅声明，从中找一找交易的方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924253501,"gmtCreate":1588354959603,"gmtModify":1704367564416,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"你说他脑子不好吧，他搞出来世界上最牛逼的科技公司；你说他脑子好吧，还时不时抽一下……","listText":"你说他脑子不好吧，他搞出来世界上最牛逼的科技公司；你说他脑子好吧，还时不时抽一下……","text":"你说他脑子不好吧，他搞出来世界上最牛逼的科技公司；你说他脑子好吧，还时不时抽一下……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924253501","repostId":"1102150550","repostType":4,"repost":{"id":"1102150550","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":1588346436,"share":"https://www.laohu8.com/m/news/1102150550?lang=&edition=full","pubTime":"2020-05-01 23:20","market":"us","language":"zh","title":"马斯克：特斯拉股价太高了！股价应声下挫8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102150550","media":"老虎资讯综合","summary":"5月1日，特斯拉CEO马斯克在社交媒体上表示，特斯拉股价太高了，我几乎卖掉了所有的有形财产，没有自己的房产，现在是时候让人们恢复自由。\n\n特斯拉股价应声下挫，跌幅扩大至8%。","content":"<p><span>5月1日，特斯拉CEO马斯克在社交媒体上表示，特斯拉股价太高了，我几乎卖掉了所有的有形财产，没有自己的房产，现在是时候让人们恢复自由。</span></p><p><span>特斯拉股价应声下挫，跌幅扩大至8%。</span></p><p><img src=\"https://static.tigerbbs.com/d1717344a3ef7dfd108540401b5d2746\"></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>马斯克：特斯拉股价太高了！股价应声下挫8%</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马斯克：特斯拉股价太高了！股价应声下挫8%\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\">2020-05-01 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>5月1日，特斯拉CEO马斯克在社交媒体上表示，特斯拉股价太高了，我几乎卖掉了所有的有形财产，没有自己的房产，现在是时候让人们恢复自由。</span></p><p><span>特斯拉股价应声下挫，跌幅扩大至8%。</span></p><p><img src=\"https://static.tigerbbs.com/d1717344a3ef7dfd108540401b5d2746\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102150550","content_text":"5月1日，特斯拉CEO马斯克在社交媒体上表示，特斯拉股价太高了，我几乎卖掉了所有的有形财产，没有自己的房产，现在是时候让人们恢复自由。特斯拉股价应声下挫，跌幅扩大至8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967800218,"gmtCreate":1584551017934,"gmtModify":1704354960713,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"好了，现在可以安心睡觉去了","listText":"好了，现在可以安心睡觉去了","text":"好了，现在可以安心睡觉去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/967800218","repostId":"1117917077","repostType":4,"repost":{"id":"1117917077","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":1584550539,"share":"https://www.laohu8.com/m/news/1117917077?lang=&edition=full","pubTime":"2020-03-19 00:55","market":"us","language":"zh","title":"标普500指数跌7%，再度触发熔断","url":"https://stock-news.laohu8.com/highlight/detail?id=1117917077","media":"老虎资讯综合","summary":"美股指数持续下跌，道指下跌逾1500点，跌幅超过7%，标普500指数下跌7%，再度触发熔断，暂停交易15分钟，为近两周来第四次熔断，纳指下跌超过6%。道指较历史最高跌下跌超过32%，抹去特朗普自201","content":"<p>美股指数持续下跌，道指下跌逾1500点，跌幅超过7%，标普500指数下跌7%，再度触发熔断，暂停交易15分钟，为近两周来第四次熔断，纳指下跌超过6%。</p><p>道指<span>较历史最高跌下跌超过32%，抹去特朗普自2017年1月20日正式就职以来的全部涨幅。</span></p><p><a href=\"https://laohu8.com/S/TVIX\">二倍做多VIX波动率指数短期期权ETN</a> 一度触及1000美元大关。<img src=\"https://static.tigerbbs.com/b0925f3d5af913420b8cadc2b527779a\" /></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>标普500指数跌7%，再度触发熔断</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普500指数跌7%，再度触发熔断\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\">2020-03-19 00:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美股指数持续下跌，道指下跌逾1500点，跌幅超过7%，标普500指数下跌7%，再度触发熔断，暂停交易15分钟，为近两周来第四次熔断，纳指下跌超过6%。</p><p>道指<span>较历史最高跌下跌超过32%，抹去特朗普自2017年1月20日正式就职以来的全部涨幅。</span></p><p><a href=\"https://laohu8.com/S/TVIX\">二倍做多VIX波动率指数短期期权ETN</a> 一度触及1000美元大关。<img src=\"https://static.tigerbbs.com/b0925f3d5af913420b8cadc2b527779a\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117917077","content_text":"美股指数持续下跌，道指下跌逾1500点，跌幅超过7%，标普500指数下跌7%，再度触发熔断，暂停交易15分钟，为近两周来第四次熔断，纳指下跌超过6%。道指较历史最高跌下跌超过32%，抹去特朗普自2017年1月20日正式就职以来的全部涨幅。二倍做多VIX波动率指数短期期权ETN 一度触及1000美元大关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954055403,"gmtCreate":1592583963702,"gmtModify":1704199892186,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"都是谁在买？","listText":"都是谁在买？","text":"都是谁在买？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954055403","repostId":"1162586058","repostType":4,"repost":{"id":"1162586058","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":1592576612,"share":"https://www.laohu8.com/m/news/1162586058?lang=&edition=full","pubTime":"2020-06-19 22:23","market":"us","language":"zh","title":"中概股比赛破纪录，拼多多、B站创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1162586058","media":"老虎资讯综合","summary":"6月19日盘中，拼多多涨超5%，股价至87.55美元创历史新高，目前总市值超1038亿美元，高出京东逾百亿美元。此外，哔哩哔哩涨超7%，股价高至45.80美元，亦创历史新高。6月12日上市的新股燃石医","content":"<p>6月19日盘中，<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超5%，股价至87.55美元创历史新高，目前总市值超1038亿美元，高出<a href=\"https://laohu8.com/S/JD\">京东</a>逾百亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/171ed5889d3d4d6a556c306a276dcdfb\" tg-width=\"840\" tg-height=\"470\"></p><p>此外，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%，股价高至45.80美元，亦创历史新高。</p><p>6月12日上市的新股<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>涨超7%，盘中见29美元，为历史新高价。</p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨超8%，<a href=\"https://laohu8.com/S/SY\">新氧</a>涨超10%，均攀至年内高点。</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>中概股比赛破纪录，拼多多、B站创历史新高</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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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\">2020-06-19 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月19日盘中，<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超5%，股价至87.55美元创历史新高，目前总市值超1038亿美元，高出<a href=\"https://laohu8.com/S/JD\">京东</a>逾百亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/171ed5889d3d4d6a556c306a276dcdfb\" tg-width=\"840\" tg-height=\"470\"></p><p>此外，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%，股价高至45.80美元，亦创历史新高。</p><p>6月12日上市的新股<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>涨超7%，盘中见29美元，为历史新高价。</p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨超8%，<a href=\"https://laohu8.com/S/SY\">新氧</a>涨超10%，均攀至年内高点。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"SY":"新氧","TME":"腾讯音乐","PDD":"拼多多","BILI":"哔哩哔哩"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162586058","content_text":"6月19日盘中，拼多多涨超5%，股价至87.55美元创历史新高，目前总市值超1038亿美元，高出京东逾百亿美元。此外，哔哩哔哩涨超7%，股价高至45.80美元，亦创历史新高。6月12日上市的新股燃石医学涨超7%，盘中见29美元，为历史新高价。腾讯音乐涨超8%，新氧涨超10%，均攀至年内高点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955417353,"gmtCreate":1592497767572,"gmtModify":1704199563612,"author":{"id":"3525253238177612","authorId":"3525253238177612","name":"856亿股神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3525253238177612","authorIdStr":"3525253238177612"},"themes":[],"htmlText":"看了评论我犹豫了……","listText":"看了评论我犹豫了……","text":"看了评论我犹豫了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955417353","repostId":"1152791798","repostType":4,"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}