xjlc东的个人主页 - 老虎社区

xjlc东

xjlc东

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IP属地：北京

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4主题

0勋章

2021-09-16

$哔哩哔哩(BILI)$@xjlc1666

2021-06-15

$时代天使(06699)$666

06-05

666

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2020-08-31

$小米集团-W(01810)$加油，坚持住

2021-05-06

$高途(GOTU)$加油

2020-09-27

$特斯拉(TSLA)$加油

06-05

Rddhdhdhd

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06-05

👍

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03-01

这篇文章不错，转发给大家看看

@Buy_Sell:🚀【9月17日】恒指低开，美股涨跌不一，今天有啥交易计划？

03-01

@Buy_Sell:🚀【9月17日】恒指低开，美股涨跌不一，今天有啥交易计划？

03-01

这篇文章不错，转发给大家看看

@Buy_Sell:🚀【9月17日】恒指低开，美股涨跌不一，今天有啥交易计划？

03-01

这篇文章不错，转发给大家看看

@Buy_Sell:🚀【9月17日】恒指低开，美股涨跌不一，今天有啥交易计划？

2022-09-08

$阿里巴巴(BABA)$赞

2022-08-31

$运鸿CTI(CTIB)$赞

2022-07-26

$哔哩哔哩(BILI)$加油

2021-09-17

$上证指数(000001.SH)$66

@Buy_Sell:🚀【9月17日】恒指低开，美股涨跌不一，今天有啥交易计划？

2021-08-23

$Bilibili Inc.(BILI)$666

2021-08-18

$Bilibili Inc.(BILI)$great

2021-08-18

$小米集团-W(01810)$great

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14:43","market":"us","language":"zh","title":"莫迪没有拿下国会绝对多数席位，对印度经济意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2441215558","media":"华尔街见闻","summary":"市场重点关注的关键改革议程可能受阻，如土地改革、大规模基建和其他重大改革。","content":"<html><head></head><body><p>莫迪三连任在即，“虽胜犹败”的选举结果为经济前景增添不确定性。</p><p>据新华社6月5日消息，根据印度选举委员会5日凌晨公布的印度人民院第18届选举最终计票结果，印度总理莫迪赢得了第三个任期，但其领导的执政联盟自2014年以来首次失去议会多数席位。</p><p>结果显示，全国民主联盟（NDA）共获得295个席位，其中莫迪领导的印度人民党（BJP）赢得240个议席，<strong>少于前两届大选，并且没有达到272席的半数，需要与盟友携手组阁。</strong></p><p>在莫迪的执政联盟确定胜选前，周二稍早，因执政联盟领先优势不够显著，印度国内股债汇三杀：股指创四年最大跌幅，本币卢比创逾一年最大跌幅，国债收益率盘中升超10个基点。</p><h2 id=\"id_1818081706\">改革推行料将受阻</h2><p>平民出身的莫迪，凭借其强硬的政治实力和果敢的改革决心，在印度民众中拥有广泛深厚的支持基础。</p><p>有分析指出，<strong>此次不及预期的选举结果使莫迪处于弱势地位，其议程设定与推行难度将大幅增加。</strong></p><p>新加坡国立大学政治学家Ronojoy Sen对此评论道：</p><blockquote><p>“莫迪已经失去了‘不可战胜的光环’……他在党内外的地位可能会受到打击。”</p></blockquote><p>经纪公司Emkay Global在一份客户报告中表示，一旦NDA失去多数席位，<strong>BJP改革议程的关键部分将“不在谈判桌上”。</strong></p><p>根据对BJP 2024年的竞选宣言和此前的表态，“莫迪3.0”可能将以下几点视为结构性改革的优先事项：</p><p><strong>加大力度扩大“印度制造”的全球足迹、推动土地和劳动力等要素市场自由化、继续强调能源转型、加快基础设施现代化进程。</strong></p><h2 id=\"id_1479906560\">财政政策或带民粹主义倾向</h2><p>由于BJP没有获得人民院超半数席位，需要与盟友携手组阁，印度政治中常见的“内斗”料将更加激烈，后续联合政府的持久性和稳定性将成为投资者的关注焦点。</p><p><strong>为争取NDA中其他关键成员的支持，BJP可能会“诱敌倒戈”。</strong>评论员Seshadri Chari表示：</p><blockquote><p>“这将回到2014年之前......带有联盟政治的强迫性。”</p></blockquote><p>分析人士还警告称，对几个较小地区党派在内的新民主联盟伙伴的依赖可能会迫使BJP做出让步，比如向他们提供部长职位或放弃部分政治不友好的改革议程。</p><p>瑞银策略师Sunil Tirumalai在最新发布的研报中也表示，由于BJP没有获得简单多数，<strong>其联盟内部的话语权将发生实质性变化，莫迪第三任期内可能出现民粹主义倾向。</strong></p><p>报告预计：</p><blockquote><p>针对低收入群体提供福利，大型、更艰难的改革或将被进一步推迟，<strong>如土地改革、大规模基建和其他重大改革，这些改革是维持印度高经济增速的关键。</strong></p><p>预计政府将坚持中期财政路线图，但带有民粹主义倾向。印度储备银行（RBI）向政府的高于预期的股息转移（额外的1090亿卢比，占GDP的0.3%）将为增加民粹主义支出提供财政空间，如支持低收入阶层的消费(现金转移、所得税合理化、经济适用房等)，同时继续推动公共资本支出。</p></blockquote><h2 id=\"id_4053981578\">失业、通胀……经济前景面临多重挑战</h2><p>尽管“虽胜犹败”，莫迪在大选胜利后的演讲中依然表现出胜利的基调。他表示：国家将在第三任期内做出许多重大决定，谱写新的篇章。</p><p>失业问题仍是横在莫迪政府前的第一道难关。</p><p><strong>2014年上台时，莫迪就曾承诺每年创造2000万个就业岗位，但目前还远远没有达到这一目标</strong>——根据印度经济监测中心的数据，印度4月的失业率已从3月的7.4%上升至8.1%，远超较新冠疫情前6%的水平。</p><p>贫富差距是另一大痛点，尽管印度经济保持着8%的超高增速，<strong>但财富集中在1%的人口手中，食品价格高企还在加剧农村贫困。</strong></p><p>相关数据显示，2023年11月以来，印度的食品通胀率超过8%，对穷人造成了沉重打击；去年绝大多数时间里，蔬菜和谷物的价格上涨了两位数。</p><p>加上反对党扔牢牢抓住日益扩大的不平等问题不放，主要竞争对手印度国民大会党（INC）的主张恰好还是增加福利支出、创造就业机会，BJP在此前的竞选活动中一度举步维艰。</p><p>并且还有迹象显示部分选民的不满情绪被低估，这均为莫迪治下的经济前景蒙上阴霾。</p><p>不过，部分外国投资者仍对莫迪的前景持乐观态度，Amundi资管研究部门的新兴宏观战略主管Alessia Berardi表示：</p><blockquote><p>“哪怕是将迄今为止的做法保持下去，我认为这对投资者和企业来说也都是好事。”</p></blockquote><p> </p></body></html>","source":"wallstreetcn_hot_news","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\" 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}\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莫迪没有拿下国会绝对多数席位，对印度经济意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-05 14:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3716558><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>莫迪三连任在即，“虽胜犹败”的选举结果为经济前景增添不确定性。据新华社6月5日消息，根据印度选举委员会5日凌晨公布的印度人民院第18届选举最终计票结果，印度总理莫迪赢得了第三个任期，但其领导的执政联盟自2014年以来首次失去议会多数席位。结果显示，全国民主联盟（NDA）共获得295个席位，其中莫迪领导的印度人民党（BJP）赢得240个议席，少于前两届大选，并且没有达到272席的半数，需要与盟友携手...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716558\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c0db4068132f1cf68601b871d51dd23","relate_stocks":{"INC":"VANECK DYNAMIC HIGH INCOME ETF"},"source_url":"https://wallstreetcn.com/articles/3716558","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441215558","content_text":"莫迪三连任在即，“虽胜犹败”的选举结果为经济前景增添不确定性。据新华社6月5日消息，根据印度选举委员会5日凌晨公布的印度人民院第18届选举最终计票结果，印度总理莫迪赢得了第三个任期，但其领导的执政联盟自2014年以来首次失去议会多数席位。结果显示，全国民主联盟（NDA）共获得295个席位，其中莫迪领导的印度人民党（BJP）赢得240个议席，少于前两届大选，并且没有达到272席的半数，需要与盟友携手组阁。在莫迪的执政联盟确定胜选前，周二稍早，因执政联盟领先优势不够显著，印度国内股债汇三杀：股指创四年最大跌幅，本币卢比创逾一年最大跌幅，国债收益率盘中升超10个基点。改革推行料将受阻平民出身的莫迪，凭借其强硬的政治实力和果敢的改革决心，在印度民众中拥有广泛深厚的支持基础。有分析指出，此次不及预期的选举结果使莫迪处于弱势地位，其议程设定与推行难度将大幅增加。新加坡国立大学政治学家Ronojoy Sen对此评论道：“莫迪已经失去了‘不可战胜的光环’……他在党内外的地位可能会受到打击。”经纪公司Emkay Global在一份客户报告中表示，一旦NDA失去多数席位，BJP改革议程的关键部分将“不在谈判桌上”。根据对BJP 2024年的竞选宣言和此前的表态，“莫迪3.0”可能将以下几点视为结构性改革的优先事项：加大力度扩大“印度制造”的全球足迹、推动土地和劳动力等要素市场自由化、继续强调能源转型、加快基础设施现代化进程。财政政策或带民粹主义倾向由于BJP没有获得人民院超半数席位，需要与盟友携手组阁，印度政治中常见的“内斗”料将更加激烈，后续联合政府的持久性和稳定性将成为投资者的关注焦点。为争取NDA中其他关键成员的支持，BJP可能会“诱敌倒戈”。评论员Seshadri Chari表示：“这将回到2014年之前......带有联盟政治的强迫性。”分析人士还警告称，对几个较小地区党派在内的新民主联盟伙伴的依赖可能会迫使BJP做出让步，比如向他们提供部长职位或放弃部分政治不友好的改革议程。瑞银策略师Sunil Tirumalai在最新发布的研报中也表示，由于BJP没有获得简单多数，其联盟内部的话语权将发生实质性变化，莫迪第三任期内可能出现民粹主义倾向。报告预计：针对低收入群体提供福利，大型、更艰难的改革或将被进一步推迟，如土地改革、大规模基建和其他重大改革，这些改革是维持印度高经济增速的关键。预计政府将坚持中期财政路线图，但带有民粹主义倾向。印度储备银行（RBI）向政府的高于预期的股息转移（额外的1090亿卢比，占GDP的0.3%）将为增加民粹主义支出提供财政空间，如支持低收入阶层的消费(现金转移、所得税合理化、经济适用房等)，同时继续推动公共资本支出。失业、通胀……经济前景面临多重挑战尽管“虽胜犹败”，莫迪在大选胜利后的演讲中依然表现出胜利的基调。他表示：国家将在第三任期内做出许多重大决定，谱写新的篇章。失业问题仍是横在莫迪政府前的第一道难关。2014年上台时，莫迪就曾承诺每年创造2000万个就业岗位，但目前还远远没有达到这一目标——根据印度经济监测中心的数据，印度4月的失业率已从3月的7.4%上升至8.1%，远超较新冠疫情前6%的水平。贫富差距是另一大痛点，尽管印度经济保持着8%的超高增速，但财富集中在1%的人口手中，食品价格高企还在加剧农村贫困。相关数据显示，2023年11月以来，印度的食品通胀率超过8%，对穷人造成了沉重打击；去年绝大多数时间里，蔬菜和谷物的价格上涨了两位数。加上反对党扔牢牢抓住日益扩大的不平等问题不放，主要竞争对手印度国民大会党（INC）的主张恰好还是增加福利支出、创造就业机会，BJP在此前的竞选活动中一度举步维艰。并且还有迹象显示部分选民的不满情绪被低估，这均为莫迪治下的经济前景蒙上阴霾。不过，部分外国投资者仍对莫迪的前景持乐观态度，Amundi资管研究部门的新兴宏观战略主管Alessia Berardi表示：“哪怕是将迄今为止的做法保持下去，我认为这对投资者和企业来说也都是好事。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279520893091928,"gmtCreate":1709263822146,"gmtModify":1709263823421,"author":{"id":"3531098476825477","authorId":"3531098476825477","name":"xjlc东","avatar":"https://static.tigerbbs.com/38174b76b9b8972bb7fc9b8fb7d81ab5","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531098476825477","authorIdStr":"3531098476825477"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279520893091928","repostId":"884963754","repostType":1,"repost":{"id":884963754,"gmtCreate":1631846991974,"gmtModify":1631847299995,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【9月17日】恒指低开，美股涨跌不一，今天有啥交易计划？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月17日讯，港股三大指数开盘涨跌不一，恒指跌0.32%报24589点，国指跌0.16%报8791点，恒生科技指数涨0.12%报6240点。盘面上，昨日领衔大跌的地产、物业板块反弹，<a target=\"_blank\" href=\"https://laohu8.com/S/02777\">$富力地产(02777)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06098\">$碧桂园服务(06098)$</a> 等皆高开，锂电池股、体育用品股、药品股、乳业股、建材水泥股等集体上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01772\">$赣锋锂业(01772)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李宁(02331)$</a> 皆涨超2%；大型科技股涨跌参半，<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 高开1%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月17日讯，港股三大指数开盘涨跌不一，恒指跌0.32%报24589点，国指跌0.16%报8791点，恒生科技指数涨0.12%报6240点。盘面上，昨日领衔大跌的地产、物业板块反弹，<a target=\"_blank\" href=\"https://laohu8.com/S/02777\">$富力地产(02777)$</a> 、<a 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