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不亏先生

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2022-07-08

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2022-01-05

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@Buy_Sell:🚀【1月4日】美股2022年开门红！道指标普齐新高，今天有什么交易计划

2021-07-07

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@Buy_Sell:【7月6日】今天有什么交易计划？

2021-06-15

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2021-06-14

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referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>经济衰退忧虑加剧 高盛大幅下调美国二季度GDP预期</b></p><p>在对美国经济衰退迫在眉睫的担忧加剧之际，高盛经济学家预计，该国经济在第二季度几乎没有增长。</p><p>高盛周四下调了美国4-6月期间的GDP预期，目前预计年化增长率仅为0.7%，大幅低于此前预期的1.9%。</p><p>周四早些时候发布的最新报告显示，美国5月贸易逆差降至855亿美元，为今年以来的最低水平。</p><p>“5月贸易报告的细节弱于我们之前的假设，我们现在预计到6月实际商品进口将保持高位，”高盛在报告中表示。</p><p>近期一系列数据都表明美国经济根基愈发不稳且前景黯淡，华尔街机构纷纷下调了增长预期。亚特兰大联储周四上午更新的GDPNow模型显示，美国GDP预计在二季度下降1.9%，但与7月1日相比略有提升，当时该指标显示当季GDP下降2.1%。</p><p><img src=\"https://static.tigerbbs.com/06671c4184947df5f592be7b7ee5857f\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美联储理事看好经济软着陆前景 支持本月升息75基点</b></p><p>美联储理事Christopher Waller表示，他支持本月再次加息75个基点，而9月会议“或许”可以加息50个基点。</p><p>他还淡化了对美国经济下滑的担忧，圣路易斯行长James Bullard也表示出类似观点，其在一场活动上表示，美国经济软着陆的“机会较高”。</p><p>Waller周四在美国全国商业经济协会主持的网络直播中表示，“我们需要转向更具限制性的政策，越早行动越好”。</p><p>关于借贷成本上升可能导致美国经济陷入衰退的观点，Waller一再强调遏制过热通胀的必要性。他说，“通胀是对经济活动征税，控制价格势在必行”。</p><p>Waller认为，对经济衰退的担忧被“夸大了”，加息对经济的影响应该相对较小。</p><p><img src=\"https://static.tigerbbs.com/40f90771527d0ab1cd08a0aedf0cc83f\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>“众叛亲离”后约翰逊宣布辞职 9月或可选出新首相</b></p><p>鲍里斯·约翰逊宣布辞去英国首相职务，风雨不断的三年任期将就此落下帷幕。在此期间，一系列的丑闻最终发展成为了内阁和议会党团的反叛。</p><p>包括财政大臣Rishi Sunak等大量政府成员辞职，且许多保守党议员公开痛批他的判断力、领导力和是非观之后，辞职的局面已不可避免，现年58岁的约翰逊最终屈服。</p><p>“显然，现在议会保守党的意愿是，党内应该有一名新的领袖，进而一名新的首相，”约翰逊在唐宁街10号门外发表简短声明，称他卸任是议会议员的“从众本能”所致。</p><p>市场对约翰逊辞职的反应积极，<a href=\"https://laohu8.com/S/GBPUSD.FOREX\">英镑/美元</a>接近1.20。<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>随其他全球股指走高。但投资者和市场策略师认为，约翰逊任期结束可能会缓和政治动荡，但无法解决压制英国市场的问题，因此仍旧看空英国资产。</p><p><img src=\"https://static.tigerbbs.com/f2f18aefe134dcd9348e76ddd4a42c7b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国5月份贸易逆差收窄至855亿美元 降至今年最低</b></p><p>美国商务部公布，5月份贸易逆差收窄至855亿美元，预估为逆差847亿美元，前月为逆差866.9亿美元。</p><p>美国商务部周四的数据显示，当月贸易逆差环比减少11亿美元，降至855亿美元，降幅为1.3%。经济学家之前的预测中值为接近850亿美元。上述数字都没有经过通胀调整。</p><p>5月份商品和服务出口增长1.2%，达到创纪录的2559亿美元；进口增长0.6%，至3414亿美元。</p><p>贸易逆差连续几个月收窄，可能有助于提振第二季度国内生产总值（GDP）。在第一季度，贸易逆差激增拖累当季GDP下降3.2个百分点。</p><p>经过通胀因素调整后，5月份商品贸易逆差基本持平于1166亿美元。3月份时为1355亿美元。</p><p>出口增长反映了出口到海外的商品价值达到创纪录水平。5月份包括石油和石油产品在内的工业品和消费品出口均实现增长。</p><p><img src=\"https://static.tigerbbs.com/4147c8e3abcc3060c682c068d31d70cd\" tg-width=\"518\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美国抵押贷款利率跌至5.3% 创2008年以来最大周降幅</b></p><p>美国抵押贷款利率创下2008年以来最大单周跌幅。</p><p>房地美周四在声明中称，30年期抵押贷款利率平均为5.3%，创一个月来最低，上周为5.7%。</p><p>购房者可以略微松口气了。贷款利率的飙升促使更多人退出了购房大军，导致市场上存量房增加。某些地区的卖家已经开始降价。</p><p>房地美首席经济学家Sam Khater表示，“利率下降给买家带来了些许安慰，如果在房价高企和经济放缓同时作用下，房价上涨势头显著放缓，房地产市场将继续步入正常化。”</p><p>抵押贷款数据提供商Black Knight Inc．的数据显示，虽然房价涨势开始略微减速，但目前价格仍然是1980年代中期以来最贵。</p><p><img src=\"https://static.tigerbbs.com/50188be20140e154973d11ac7be383e3\" tg-width=\"550\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>传马斯克收购推特交易陷入严重危机 推特盘后一度大跌6%</b></p><p>媒体援引知情人士周四报道称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆-马斯克收购推特的交易陷入严重危机，因马斯克的团队认为推特的垃圾邮件账户数据无法核实。消息传出后，推特股价盘后一度大跌6%。</p><p>报道援引一位知情人士称，马斯克的团队已经停止参与有关为这笔440亿美元交易提供资金的某些讨论。</p><p>最近几周，马斯克的团队与投资者的谈判已经降温，因其对近期从推特收到的“Firehouse”数据库提出了质疑。知情人士称，马斯克的团队对垃圾邮件数据的怀疑表明，他们认为没有足够的信息来评估推特作为一家企业的前景。</p><p>其中一位知情人士表示，既然马斯克的团队已经得出结论，即推特的垃圾邮件账户数据无法核实，预计马斯克方将采取潜在的激进行动。</p></body></html>","source":"sina","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>外媒头条 |  英国首相约翰逊官宣辞职，9月或可选出新首相</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; 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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外媒头条 |  英国首相约翰逊官宣辞职，9月或可选出新首相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 05:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-07-08/doc-imizmscv0576973.shtml?finpagefr=p_115><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、经济衰退忧虑加剧 高盛大幅下调美国二季度GDP预期至0.7% 2、美联储理事看好经济软着陆前景 支持本月升息75基点3、“众叛亲离”后约翰逊宣布辞职 9月或可选出新首相4、美国5月份贸易逆差收窄至855亿美元 降至今年最低5、美国抵押贷款利率跌至5.3% 创2008年以来最大周降幅6、传马斯克收购推特交易陷入严重危机 推特盘后一度大跌6%经济衰退...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-07-08/doc-imizmscv0576973.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40f90771527d0ab1cd08a0aedf0cc83f","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","BK4504":"桥水持仓","BK4213":"石油与天然气的勘探与生产","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","GS":"高盛","UDOW":"道指三倍做多ETF-ProShares","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念",".SPX":"S&P 500 Index","GDP":"古德里奇","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF","OEX":"标普100","DOG":"道指反向ETF","BK4581":"高盛持仓","BK4127":"投资银行业与经纪业"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-07-08/doc-imizmscv0576973.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2249638218","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、经济衰退忧虑加剧 高盛大幅下调美国二季度GDP预期至0.7% 2、美联储理事看好经济软着陆前景 支持本月升息75基点3、“众叛亲离”后约翰逊宣布辞职 9月或可选出新首相4、美国5月份贸易逆差收窄至855亿美元 降至今年最低5、美国抵押贷款利率跌至5.3% 创2008年以来最大周降幅6、传马斯克收购推特交易陷入严重危机 推特盘后一度大跌6%经济衰退忧虑加剧 高盛大幅下调美国二季度GDP预期在对美国经济衰退迫在眉睫的担忧加剧之际，高盛经济学家预计，该国经济在第二季度几乎没有增长。高盛周四下调了美国4-6月期间的GDP预期，目前预计年化增长率仅为0.7%，大幅低于此前预期的1.9%。周四早些时候发布的最新报告显示，美国5月贸易逆差降至855亿美元，为今年以来的最低水平。“5月贸易报告的细节弱于我们之前的假设，我们现在预计到6月实际商品进口将保持高位，”高盛在报告中表示。近期一系列数据都表明美国经济根基愈发不稳且前景黯淡，华尔街机构纷纷下调了增长预期。亚特兰大联储周四上午更新的GDPNow模型显示，美国GDP预计在二季度下降1.9%，但与7月1日相比略有提升，当时该指标显示当季GDP下降2.1%。美联储理事看好经济软着陆前景 支持本月升息75基点美联储理事Christopher Waller表示，他支持本月再次加息75个基点，而9月会议“或许”可以加息50个基点。他还淡化了对美国经济下滑的担忧，圣路易斯行长James Bullard也表示出类似观点，其在一场活动上表示，美国经济软着陆的“机会较高”。Waller周四在美国全国商业经济协会主持的网络直播中表示，“我们需要转向更具限制性的政策，越早行动越好”。关于借贷成本上升可能导致美国经济陷入衰退的观点，Waller一再强调遏制过热通胀的必要性。他说，“通胀是对经济活动征税，控制价格势在必行”。Waller认为，对经济衰退的担忧被“夸大了”，加息对经济的影响应该相对较小。“众叛亲离”后约翰逊宣布辞职 9月或可选出新首相鲍里斯·约翰逊宣布辞去英国首相职务，风雨不断的三年任期将就此落下帷幕。在此期间，一系列的丑闻最终发展成为了内阁和议会党团的反叛。包括财政大臣Rishi Sunak等大量政府成员辞职，且许多保守党议员公开痛批他的判断力、领导力和是非观之后，辞职的局面已不可避免，现年58岁的约翰逊最终屈服。“显然，现在议会保守党的意愿是，党内应该有一名新的领袖，进而一名新的首相，”约翰逊在唐宁街10号门外发表简短声明，称他卸任是议会议员的“从众本能”所致。市场对约翰逊辞职的反应积极，英镑/美元接近1.20。富时100指数随其他全球股指走高。但投资者和市场策略师认为，约翰逊任期结束可能会缓和政治动荡，但无法解决压制英国市场的问题，因此仍旧看空英国资产。美国5月份贸易逆差收窄至855亿美元 降至今年最低美国商务部公布，5月份贸易逆差收窄至855亿美元，预估为逆差847亿美元，前月为逆差866.9亿美元。美国商务部周四的数据显示，当月贸易逆差环比减少11亿美元，降至855亿美元，降幅为1.3%。经济学家之前的预测中值为接近850亿美元。上述数字都没有经过通胀调整。5月份商品和服务出口增长1.2%，达到创纪录的2559亿美元；进口增长0.6%，至3414亿美元。贸易逆差连续几个月收窄，可能有助于提振第二季度国内生产总值（GDP）。在第一季度，贸易逆差激增拖累当季GDP下降3.2个百分点。经过通胀因素调整后，5月份商品贸易逆差基本持平于1166亿美元。3月份时为1355亿美元。出口增长反映了出口到海外的商品价值达到创纪录水平。5月份包括石油和石油产品在内的工业品和消费品出口均实现增长。美国抵押贷款利率跌至5.3% 创2008年以来最大周降幅美国抵押贷款利率创下2008年以来最大单周跌幅。房地美周四在声明中称，30年期抵押贷款利率平均为5.3%，创一个月来最低，上周为5.7%。购房者可以略微松口气了。贷款利率的飙升促使更多人退出了购房大军，导致市场上存量房增加。某些地区的卖家已经开始降价。房地美首席经济学家Sam Khater表示，“利率下降给买家带来了些许安慰，如果在房价高企和经济放缓同时作用下，房价上涨势头显著放缓，房地产市场将继续步入正常化。”抵押贷款数据提供商Black Knight Inc．的数据显示，虽然房价涨势开始略微减速，但目前价格仍然是1980年代中期以来最贵。传马斯克收购推特交易陷入严重危机 推特盘后一度大跌6%媒体援引知情人士周四报道称，特斯拉CEO埃隆-马斯克收购推特的交易陷入严重危机，因马斯克的团队认为推特的垃圾邮件账户数据无法核实。消息传出后，推特股价盘后一度大跌6%。报道援引一位知情人士称，马斯克的团队已经停止参与有关为这笔440亿美元交易提供资金的某些讨论。最近几周，马斯克的团队与投资者的谈判已经降温，因其对近期从推特收到的“Firehouse”数据库提出了质疑。知情人士称，马斯克的团队对垃圾邮件数据的怀疑表明，他们认为没有足够的信息来评估推特作为一家企业的前景。其中一位知情人士表示，既然马斯克的团队已经得出结论，即推特的垃圾邮件账户数据无法核实，预计马斯克方将采取潜在的激进行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157702537,"gmtCreate":1625614143229,"gmtModify":1625614143229,"author":{"id":"3539981949170211","authorId":"3539981949170211","name":"不亏先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3539981949170211","idStr":"3539981949170211"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157702537","repostId":"154467696","repostType":1,"repost":{"id":154467696,"gmtCreate":1625539983411,"gmtModify":1625540418894,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"【7月6日】今天有什么交易计划？","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 7月6日，恒生指数开盘下跌6.87点，跌幅0.02%，报28136.63点；国企指数开盘下跌2.25点，跌幅0.02%，报10271.93点；红筹指数开盘上涨14.78点，涨幅0.37%，报3965.33点；恒生科技指数跌0.15%。 <a target=\"_blank\" href=\"https://laohu8.com/S/00152\">$深圳国际(00152)$</a> 涨超4%，昨晚发布公告称终止入股苏宁易购。 <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 跌0.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌0.39%，<a target=\"_blank\" href=\"https://laohu8.com/S/06690\">$海尔智家(06690)$</a> 涨0.19%，江苏国资联手阿里、小米等组团战投苏宁易购。 <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 涨1.46%，上半年新能源汽车销量同比增长155%。 次新股<a target=\"_blank\" href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 跌1.75%，昨日收涨超40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a> 跌5.4%，股东建议配售4200万股","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 7月6日，恒生指数开盘下跌6.87点，跌幅0.02%，报28136.63点；国企指数开盘下跌2.25点，跌幅0.02%，报10271.93点；红筹指数开盘上涨14.78点，涨幅0.37%，报3965.33点；恒生科技指数跌0.15%。 <a target=\"_blank\" href=\"https://laohu8.com/S/00152\">$深圳国际(00152)$</a> 涨超4%，昨晚发布公告称终止入股苏宁易购。 <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 跌0.58%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌0.39%，<a target=\"_blank\" href=\"https://laohu8.com/S/06690\">$海尔智家(06690)$</a> 涨0.19%，江苏国资联手阿里、小米等组团战投苏宁易购。 <a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 涨1.46%，上半年新能源汽车销量同比增长155%。 次新股<a target=\"_blank\" href=\"https://laohu8.com/S/02190\">$归创通桥-B(02190)$</a> 跌1.75%，昨日收涨超40%。 <a target=\"_blank\" href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a> 跌5.4%，股东建议配售4200万股","text":"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 7月6日，恒生指数开盘下跌6.87点，跌幅0.02%，报28136.63点；国企指数开盘下跌2.25点，跌幅0.02%，报10271.93点；红筹指数开盘上涨14.78点，涨幅0.37%，报3965.33点；恒生科技指数跌0.15%。 $深圳国际(00152)$ 涨超4%，昨晚发布公告称终止入股苏宁易购。 $小米集团-W(01810)$ 跌0.58%，$阿里巴巴-SW(09988)$ 跌0.39%，$海尔智家(06690)$ 涨0.19%，江苏国资联手阿里、小米等组团战投苏宁易购。 $比亚迪股份(01211)$ 涨1.46%，上半年新能源汽车销量同比增长155%。 次新股$归创通桥-B(02190)$ 跌1.75%，昨日收涨超40%。 $锦欣生殖(01951)$ 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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 1月4日讯，隔夜美股主要指数再创新高，今日三大指数高开反弹，恒指涨0.54%，国指涨0.56%，恒生科技指数涨0.45%。盘面上，大型科技股普遍上涨，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨近3%，<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨1.5%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小幅上涨；昨日大涨的中医药股走势分化，<a href=\"https://laohu8.com/S/01643\">$现代中药集团(01643)$</a> 高开近6%，白云山、同仁堂科技低开，恒大概念股走高，<a href=\"https://laohu8.com/S/00136\">$恒腾网络(00136)$</a> 涨近5%，子公司与腾讯签订协议展开游戏业务合作；汽车股、体育用品股、濠赌股集体上涨；生物科技股跌幅居前，家电股、纸业股走弱明显。 上市三个交易日股价翻倍的“AI第一股”<a href=\"https://laohu8.com/S/00020\">$商汤-W(00020)$</a> 今早再度高开8.26%报8.39港元，再创上市新高价，最新价格较IPO价格3.85港元上涨118%，最新市值2792亿港元。商汤是一家专注于计算机视觉软件的人工智能软件公司，业务涵盖智慧商业、智慧城市、智慧生活、智能汽车四大板块。根据沙利文报告，公司收入已在2020年位列行业亚洲第一","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 1月4日讯，隔夜美股主要指数再创新高，今日三大指数高开反弹，恒指涨0.54%，国指涨0.56%，恒生科技指数涨0.45%。盘面上，大型科技股普遍上涨，<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨近3%，<a 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