EleanoR的个人主页 - 老虎社区

EleanoR

EleanoR

行情总在绝望中诞生，在怀疑中成长，在乐观中成熟，在兴奋中死亡

IP属地：0

81关注

18粉丝

3主题

0勋章

02-22

818 先跌再涨

2021-02-14

进一步减配？

特斯拉中国：针对中国市场设计，售价约16万元

2021-01-29

就这…………

2020-11-19

丑极了

宝马iX登场了，Model X将会被按在地上摩擦吗？ | 新车

2020-10-07

$譽燊豐控股(02132)$会读名字的可以考虑送1股

2020-09-22

源代码都随便看了

抱歉，原内容已删除

2020-06-22

分红不到700点太抠了

沪指30年首次大改，对A股有何影响？牛市会来吗？

2020-06-22

自欺欺人

抱歉，原内容已删除

2020-06-04

$波音(BA)$The bomber is on the way.

2020-06-02

$维珍银河(SPCE)$$特斯拉(TSLA)$比赛磨期权

2020-05-23

$拼多多(PDD)$[喷血] [疑问] [疑问]

2020-05-06

$特斯拉(TSLA)$这盘前是制作车钥匙呢？

2020-03-18

$NQ100指数主连(NQmain)$白天有川总，不敢跌；晚上他睡觉，跌得欢

去老虎APP查看更多动态

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先跌再涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276818092568888","isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386443982,"gmtCreate":1613264331746,"gmtModify":1613264331746,"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540498190131026","idStr":"3540498190131026"},"themes":[],"htmlText":"进一步减配？","listText":"进一步减配？","text":"进一步减配？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386443982","repostId":"1122637014","repostType":4,"repost":{"id":"1122637014","pubTimestamp":1613263988,"share":"https://www.laohu8.com/m/news/1122637014?lang=&edition=full","pubTime":"2021-02-14 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就是尝试在中国设计一款原创汽车，供全球消费。我认为这将是非常令人兴奋的。”</p><p>IT之家了解到，这款汽车将在中国设计和制造，这是特斯拉的第一次。“车辆设计、车辆工程、车辆开发和车辆测试，”朱晓彤说，都将在新工厂进行，“我们现在预计它将在今年年中投入使用，”朱晓彤指出，“它有20多个专业实验室。我们将提供非常好的条件，方便我们的研发工程师向我们的终极目标努力。这个终极目标在很多公开场合都有提及。未来，我们希望在中国设计、研发、生产出一款原创车型。在这里生产，销往全世界。这个研发中心就是目标的起点。”</p><p>报道称，新款特斯拉车型已于2020年9月获批，产品验证应在2021年3月完成，2022年首批交付。有传言称，特斯拉将在2021年11月的广州车展上展示这款车，该车有望取代Model 3。</p>","source":"ithome","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>特斯拉中国：针对中国市场设计，售价约16万元</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/535/228.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122637014","content_text":"2月14日消息 特斯拉中国总裁朱晓彤在接受采访时证实，该公司正在研发一款面向大众市场的更便宜的特斯拉，预计零售价为16万元人民币（2.5万美元）。这款车预计是一款掀背车，将针对中国市场进行本土化设计，但将在全球范围内销售。埃隆 - 马斯克早前曾表示：“这将是一件超级酷的事情 ...... 所以我们要去做 ...... 就是尝试在中国设计一款原创汽车，供全球消费。我认为这将是非常令人兴奋的。”IT之家了解到，这款汽车将在中国设计和制造，这是特斯拉的第一次。“车辆设计、车辆工程、车辆开发和车辆测试，”朱晓彤说，都将在新工厂进行，“我们现在预计它将在今年年中投入使用，”朱晓彤指出，“它有20多个专业实验室。我们将提供非常好的条件，方便我们的研发工程师向我们的终极目标努力。这个终极目标在很多公开场合都有提及。未来，我们希望在中国设计、研发、生产出一款原创车型。在这里生产，销往全世界。这个研发中心就是目标的起点。”报道称，新款特斯拉车型已于2020年9月获批，产品验证应在2021年3月完成，2022年首批交付。有传言称，特斯拉将在2021年11月的广州车展上展示这款车，该车有望取代Model 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11:00","market":"us","language":"zh","title":"宝马iX登场了，Model X将会被按在地上摩擦吗？ | 新车","url":"https://stock-news.laohu8.com/highlight/detail?id=2083484287","media":"界面新闻","summary":"| 新车 造一台干掉把特斯拉Model X按在地上摩擦的中大型纯电动SUV需要几步？瞬间，特斯拉Model X引发了世界范围内的高浓度讨论，人们心中对高档电动汽车，第一次有了真切的印象。无可否认，特斯拉Model X凭长相，成了不少年轻人心中的“dream car”。与外观的革新不同，宝马iX的内饰更倾向将心思巧妙隐藏。这块芯片将于2021年3月开始投放市场，而宝马iX将搭载两个EyeQ5芯片。相比外观和内饰，宝马对iX动力与智能驾驶的信息披露，可谓慎之又慎。","content":"<div>\n<p>原标题：宝马iX登场了，Model X将会被按在地上摩擦吗？ | 新车 造一台干掉把特斯拉Model X按在地上摩擦的中大型纯电动SUV需要几步？宝马说，三步。第一步，找Hooydonk设计外观和内饰；第二步，找Johann负责电驱技术；第三步，在宝马丁格芬工厂把它们组装起来。近日，宝马发布了一台长相和内装完全超前于这个时代的大型SUV——iX。它是宝马在纯电动汽车领域的成人礼，也释放了两个明显...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-11-15/doc-iiznctke1514322.shtml\">Web Link</a>\n\n</div>\n","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\" 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href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-11-15/doc-iiznctke1514322.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：宝马iX登场了，Model X将会被按在地上摩擦吗？ | 新车 造一台干掉把特斯拉Model X按在地上摩擦的中大型纯电动SUV需要几步？宝马说，三步。第一步，找Hooydonk设计外观和内饰；第二步，找Johann负责电驱技术；第三步，在宝马丁格芬工厂把它们组装起来。近日，宝马发布了一台长相和内装完全超前于这个时代的大型SUV——iX。它是宝马在纯电动汽车领域的成人礼，也释放了两个明显...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-11-15/doc-iiznctke1514322.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c98d33d3369990730a901b19fedfe1d4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2020-11-15/doc-iiznctke1514322.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2083484287","content_text":"原标题：宝马iX登场了，Model X将会被按在地上摩擦吗？ | 新车 造一台干掉把特斯拉Model X按在地上摩擦的中大型纯电动SUV需要几步？宝马说，三步。第一步，找Hooydonk设计外观和内饰；第二步，找Johann负责电驱技术；第三步，在宝马丁格芬工厂把它们组装起来。近日，宝马发布了一台长相和内装完全超前于这个时代的大型SUV——iX。它是宝马在纯电动汽车领域的成人礼，也释放了两个明显信号：第一，高档品牌，特别是德国高档汽车制造商间的纯电动大战，正式拉开序幕。第二，新造车的“英雄”和“标杆”特斯拉，躺着卖车数钱的优渥日子，满打满算还剩一年。这是宝马集团全方位叩响电动化世界大门的鼓锤，也是身为特斯拉“纠察队”队长宝马iX应许的时代使命。从技术先导性上的纬度看，宝马iX很容易让人产生对同样领先于那个时代太多的混动超跑宝马i8的记忆回响，但和后者先锋技术领航员和风向标的身份不同，iX在宝马的新能源价值体系里，不再是“浅尝试水”，而是“锚定规则”。相比通过“油改电”方式“攒”出来的奥迪e-tron和奔驰EQC，宝马iX基于全新研发的纯电动造车架构的原生设定，更容易赢取消费者的初步好感。毕竟当今的电动汽车购买者，已被马斯克和特斯拉教育出一种思维定势——买电车就得买纯电专属平台。在“出身”成为认可前哨站后，宝马的第一把“武器”是设计。2013年北美车展特斯拉Model X登场时，惊世骇俗的赛博面貌让民众弹眼落睛，即便他们当中绝大部分人都拥有汽车许多年，但仍挡不住内心那句勃涌而出的“哦买噶”。瞬间，特斯拉Model X引发了世界范围内的高浓度讨论，人们心中对高档电动汽车，第一次有了真切的印象。而且，是可以落地量产且购买的那种。无可否认，特斯拉Model X凭长相，成了不少年轻人心中的“dream car”。但制造一台“dream car”对104岁的宝马来说，已是家常便饭，星光熠熠的车型列表摆在那里。iX亦不会掉队。集团设计高级副总裁Hooydonk说，宝马iX有第一次出现在大型SUV上的迷人无框车门，这对冲压、总装工艺和玻璃供应商提出了新挑战。有史上造型最纤细的前大灯，设计师这次全面战胜了工程师。也有完全封闭，布满传感器的超级“双肾”格栅，好吧，工程师在这里大大扳回一城。车身尺寸上，宝马iX有X5的长度和宽度，X6的高度和X7的轮圈尺寸，这意味着iX的轴距至少是2975毫米。但得益于全车的流线造型，它的风阻系数在最新一代空气动力学轮毂的协力下，只有0.25Cd。与外观的革新不同，宝马iX的内饰更倾向将心思巧妙隐藏。比如不再使用大面积真皮或仿皮，而是织物与木质相结合，营造居家氛围。首次使用一体式曲面屏，将仪表盘和中控连为一体，支持语音、触控和手势等多种操纵方式，车内按钮数量与现款宝马车型相比减少了约50%。方向盘是六边形的，灵感来自赛车，这个方向盘造型是第一次出现在宝马量产车上。从公布的官图来看，宝马iX的车载系统维持了iDrive 7.0的卡片式呈现方式，但像素更高清化，图标更扁平化，切换更顺滑化，和仪表盘进行无缝连接。作为纯电动汽车，宝马iX放弃了传统的机械挡杆，转而采用水晶滚轮式电子换挡， 大幅度提升中央扶手处的通畅感。对这种设计思维，宝马称之为“Shy Tech”。其背后的逻辑动线是让科技以润物细无声的方式，融入每一公里的驾驶。比如音响扬声器被放置在座椅中和门板织物装饰下，中央座椅扶手处的控制面板在不用时可隐藏。对一台宝马汽车，动力一直是为人津津乐道的话题。宝马没有公布iX动力方面太详细的技术细节，只提了几个关键词：第五代eDrive电力驱动系统，续航里程超过600公里。双电机驱动，370千瓦，百公里加速5秒内，百公里能耗低于21千瓦时。第五代eDrive电力驱动系统已在华晨宝马iX3上进行搭载，超过600公里的续航代表着iX的电池容量超过100kWh。在充条件下，40分钟内从10%充电至80%，10分钟的充电时间可带来超过120公里的续航里程。家充条件下，充满电需要11个小时。与动力一样令人充满期待的，还有宝马iX的驾驶辅助能力。它是第一款使用5G技术的宝马，数据处理能力是目前车辆的20倍。但宝马没有指出算力具体是哪台车的20倍，传感器的布置策略和提供数量也尚处迷雾。系统芯片可以确定来自Mobileye旗下的第五代产品——EyeQ5。这块芯片将于2021年3月开始投放市场，而宝马iX将搭载两个EyeQ5芯片。EyeQ5被描述为“全自动驾驶专用的传感器融合视觉中央计算单元”。采用台积电7nm工艺，拥有8个双线程64位MIPS内核和18个计算机视觉处理器，算力是上代产品的10倍。相比外观和内饰，宝马对iX动力与智能驾驶的信息披露，可谓慎之又慎。这无疑勾起了更多人对这台传统高档汽车制造商在电动汽车领域圈地称王车型的兴趣。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300197863,"gmtCreate":1602075135652,"gmtModify":1703825750749,"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540498190131026","idStr":"3540498190131026"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02132\">$譽燊豐控股(02132)$</a>会读名字的可以考虑送1股","listText":"<a href=\"https://laohu8.com/S/02132\">$譽燊豐控股(02132)$</a>会读名字的可以考虑送1股","text":"$譽燊豐控股(02132)$会读名字的可以考虑送1股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/300197863","isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497521102730912","authorId":"3497521102730912","name":"summityip","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3497521102730912","idStr":"3497521102730912"},"content":"这应该是繁体字写法，实际上是＂誉燊丰＂，中间的字是赌王何鸿燊的燊","text":"这应该是繁体字写法，实际上是＂誉燊丰＂，中间的字是赌王何鸿燊的燊","html":"这应该是繁体字写法，实际上是＂誉燊丰＂，中间的字是赌王何鸿燊的燊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975597145,"gmtCreate":1600749492387,"gmtModify":1703822324394,"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540498190131026","idStr":"3540498190131026"},"themes":[],"htmlText":"源代码都随便看了","listText":"源代码都随便看了","text":"源代码都随便看了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975597145","repostId":"1164790963","repostType":4,"isVote":1,"tweetType":1,"viewCount":2465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954368734,"gmtCreate":1592798937128,"gmtModify":1704200134035,"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540498190131026","idStr":"3540498190131026"},"themes":[],"htmlText":"分红不到700点 太抠了","listText":"分红不到700点 太抠了","text":"分红不到700点 太抠了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954368734","repostId":"1160576780","repostType":4,"repost":{"id":"1160576780","pubTimestamp":1592796106,"share":"https://www.laohu8.com/m/news/1160576780?lang=&edition=full","pubTime":"2020-06-22 11:21","market":"sh","language":"zh","title":"沪指30年首次大改，对A股有何影响？牛市会来吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160576780","media":"券商中国","summary":"“上证综指30年来首次大改”成为近期热点话题。\n\n6月19日上交所回应市场呼声，计划修订上证综合指数编制方案：纳入科创板、CDR相关股票；剔除ST、*ST股；延长新股计入指数的上市时间要求。\n多家卖方","content":"<blockquote>\n <b><span>“上证综指30年来首次大改”成为近期热点话题。</span></b>\n</blockquote>\n<p><span>6月19日上交所回应市场呼声，计划修订上证综合指数编制方案：纳入科创板、CDR相关股票；剔除ST、*ST股；延长新股计入指数的上市时间要求。</span></p>\n<p><span>多家卖方和买方表示，此举可以减小股指失真程度，减少新股上市初期波动；有利于市场优胜劣汰；真实反映沪市行业结构变化。修订后的上证综指收益能力会出现小幅改善。</span></p>\n<p><span>若根据新编制方案进行历史回溯模拟，有券商甚至推算出新上证综指目前点位在4000点左右。有券商预判，新经济公司有望为上证综指带来长牛行情。</span></p>\n<p><b>为什么要改：企业盈利和指数表现背离</b></p>\n<p><span>今年两会期间，有代表委员提议对上证综合指数编制方法进行完善。事实上近年来社会各界对上证综合指数编制方案修订多有呼声，比如提到“上证综合指数失真”“未能充分反映市场结构变化”。</span></p>\n<p><span>据了解，上证综合指数发布于1991年，是A股市场第一条股票指数，核心编制方法至今未改过。</span></p>\n<p><span>开源证券策略团队认为“上市公司盈利和指数表现背离”。称上证指数2000年以来年化收益率仅为3.75%，在所有主要股指中排名靠后，但从营业收入和净利润的角度看，上证指数上市公司的营业收入年化增长率和净利润年化增长率分别排名第5、第11。上证指数作为表征上交所上市公司的标准指数，其近20年过低的年化收益率与较高的盈利增长存在明显的差距，因此这也是市场认为上证指数“失真”不能完全反映经济运行、上市公司发展情况的重要原因。</span></p>\n<p><span>中信建投策略团队表示，老编制方法有待优化。具体来看，指数样本股为沪市所有上市企业，具有较高的代表性，但指数中金融地产、工业等传统企业权重占比较大，截止6月19日，金融地产行业权重达到39.2%。随着我国经济结构调整升级，很多信息技术等新兴行业成长型企业大量在中小企业板和创业板上市，上证综合已无法体现这一市场结构变化。</span></p>\n<p><span>中信建投还从指数样本股市值变化来分析。2010年底上证综指样本股总市值为21.88万亿，截止6月19日，上证综指样本股总市值为40.48万亿，增长约1倍，市值的增长情况与中国GDP的变化基本符合；但指数2010年底收盘于2808.08点，2020年6月19日收盘于2967.63，近10年指数涨幅只有5.68%，指数的走势并没能准确反映中国企业的成长变化。作为当前投资者观测市场运行的重要指数，指数10年不涨原因被归结为其“不合理”的编制方法。</span></p>\n<p><span>为响应市场呼声，进一步提高指数编制的科学性与合理性，更加准确表征上海市场整体表现，上交所、中证指数公司6月19日表示，在听取市场意见、研究我国资本市场发展变化、借鉴指数编制国际经验基础上,持续研究并慎重启动了上证综合指数编制方案修订工作。</span></p>\n<p><b>三大修改会产生哪些影响？</b></p>\n<p><span>据悉，上交所与中证指数公司决定7月22日起修订上证综合指数的编制方案，共有三方面的修订内容。</span></p>\n<blockquote>\n <span>第一，指数样本被实施风险警示的，从被实施风险警示措施次月的第二个星期五的下一交易日起将其从指数样本中剔除。被撤销风险警示措施的证券，从被撤销风险警示措施次月的第二个星期五的下一交易日起将其计入指数。</span>\n</blockquote>\n<p><span>对此，方正证券金融工程分析师杨仁文指出，截止至最新，上证综指成分股共1560只，其中风险警示类股票90只，个数占比约5.77%，总市值占比约0.56%。由于占比较少，当前情况下剔除风险警示股票对指数的影响有限。未来退市制度将日渐完善，该项修订是确保指数保持优胜劣汰的基础。</span></p>\n<p><span>中信建投在指数盈利能力方面分析，90只处于风险警示状态的股票2019年归母净利润为-480亿元，同比继续下降5.96%，而2019年沪指利润增速达到9.6%，随着ST股被排除在指数之外，沪指的整体盈利水平有望小幅改善，更好反映沪市企业主流盈利趋势。</span></p>\n<blockquote>\n <span>第二，日均总市值排名在沪市前10位的新上市证券，于上市满三个月后计入指数，其他新上市证券于上市满一年后计入指数。</span>\n</blockquote>\n<p><span>安信证券策略团队表示，以往上交所新证券上市后很快纳入上证综指，而此时次新股的定价并不合理，股价波动不稳定，这成为了导致指数失真的一大原因。2010年至2019年，新股上市1年内平均股价波动率是同期上证综合指数的2.9倍。</span></p>\n<p><span>在该团队看来，延迟新股计入时间，于新股上市满1年后计入指数，将有利于增强上证综指的稳定性，引导长期理性投资。同时，对于上市以来日均总市值排名在沪市前10位的股票，股价稳定速度较快，规定于上市满3个月后计入，可以保证指数的代表性。</span></p>\n<blockquote>\n <span>第三，上交所上市的红筹企业发行的存托凭证、科创板上市证券将依据修订后的编制方案计入上证综合指数。</span>\n</blockquote>\n<p><span>中金基金分析指出，从上证综指目前行业构成来看，金融、交运、化工、采掘等传统周期性行业占比较高，而消费、医药、科技等代表中国经济结构转型方向的新经济行业占比则相对较低，尤其是以半导体、科技硬件、互联网、软件、高端制造等为代表的科技行业，占比明显低于这些行业在国民经济中的比重和地位。</span></p>\n<p><span>在上交所推出科创板之前，众多新经济的代表性公司多将上市地点选择在深圳、香港，甚至海外，这使上证综指在过去十年的表现未能完整地反映中国经济增长全貌及结构性特征。科创板的推出，一方面为诸多科技创新型企业在上交所上市打开大门，另一方面，将科创板证券纳入上证综指则将直接提高指数中科技类新兴产业上市公司的占比，是对上证综指行业构成的有益补充。</span></p>\n<p><b>沪指收益能力未来能否改善？</b></p>\n<p><span>那么，如果按照新规则回溯模拟，新沪指点位目前应该在多少？此外，投资者更关心的是，未来A股能走牛吗？</span></p>\n<p><span>光大证券金融工程团队认为，修订后上证综指收益能力略有改善。该团队参考上证综指新的编制方案，模拟新上证综指，可以看到整体的收益有所提升：修订后的上证综指自2000年以来年化收益为5.47%，相比原始指数的3.67%有了较为明显的提升（截至6月19日），作为具备A股市场晴雨表功能的指数，将一定程度上提升投资者的信心。</span></p>\n<p><b><span>根据该团队模拟，新上证综指目前点位约在4000点左右。</span></b></p>\n<p><img src=\"https://static.tigerbbs.com/73d3318da444d320ca6d3f34ff03dbe6\" tg-width=\"1080\" tg-height=\"575\"></p>\n<p><span>光大证券金融工程团队提醒，由于在计算个股收益率时采用的是复权收盘价，因此上图中的新规则下的指数表现中包含了分红的部分收益，不过即使扣除了上证综指的历史分红，新规则下的指数仍然在收益表现上略微优于原始指数。</span></p>\n<p><img src=\"https://static.tigerbbs.com/bf5651c2a95fc53ac68a1807c94852b7\" tg-width=\"1\" tg-height=\"1\"></p>\n<p><img src=\"https://static.tigerbbs.com/0fc21ad2e24e3e0afb8339c443061544\" tg-width=\"1080\" tg-height=\"278\"></p>\n<p><span>中金基金测算称，如按修改纳入时间和剔除风险警示股票后的新的指数编制方案，自2005年开始进行历史回溯模拟，上证综指6月19日点位在3350点附近，比当前实际水平高出13%左右。</span></p>\n<p><img src=\"https://static.tigerbbs.com/4147eb9a984ce8d989326967703012cf\" tg-width=\"1080\" tg-height=\"752\"></p>\n<p><span>安信证券策略团队认为，新经济公司有望为上证综指带来长牛行情。随着一批中国高科技公司陆续科创板上市、一批中概股科技公司回归A股发行CDR，上证综指中科技行业占比将不断上升，有望带动大盘持续攀升，摆脱十年3000点的“魔咒”，带来A股投资者长期期盼的长牛行情。</span></p>\n<p><span>该团队表示，指数编制方法修订后，科技公司的成长越来越多的支撑沪指上升，上证综指有望迎来长牛行情，良好的投资回报将直接刺激居民和产业资本情绪，推动场外资金入市，为长牛提供新的动力。</span></p>","source":"cszg","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>沪指30年首次大改，对A股有何影响？牛市会来吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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沪指30年首次大改，对A股有何影响？牛市会来吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-22 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Pvvwh3cyisGdlqBsQ6Ul7A><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“上证综指30年来首次大改”成为近期热点话题。\n\n6月19日上交所回应市场呼声，计划修订上证综合指数编制方案：纳入科创板、CDR相关股票；剔除ST、*ST股；延长新股计入指数的上市时间要求。\n多家卖方和买方表示，此举可以减小股指失真程度，减少新股上市初期波动；有利于市场优胜劣汰；真实反映沪市行业结构变化。修订后的上证综指收益能力会出现小幅改善。\n若根据新编制方案进行历史回溯模拟，有券商甚至推算出新...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Pvvwh3cyisGdlqBsQ6Ul7A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1db3403e4aab57cbe37e2d1862eca490","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Pvvwh3cyisGdlqBsQ6Ul7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160576780","content_text":"“上证综指30年来首次大改”成为近期热点话题。\n\n6月19日上交所回应市场呼声，计划修订上证综合指数编制方案：纳入科创板、CDR相关股票；剔除ST、*ST股；延长新股计入指数的上市时间要求。\n多家卖方和买方表示，此举可以减小股指失真程度，减少新股上市初期波动；有利于市场优胜劣汰；真实反映沪市行业结构变化。修订后的上证综指收益能力会出现小幅改善。\n若根据新编制方案进行历史回溯模拟，有券商甚至推算出新上证综指目前点位在4000点左右。有券商预判，新经济公司有望为上证综指带来长牛行情。\n为什么要改：企业盈利和指数表现背离\n今年两会期间，有代表委员提议对上证综合指数编制方法进行完善。事实上近年来社会各界对上证综合指数编制方案修订多有呼声，比如提到“上证综合指数失真”“未能充分反映市场结构变化”。\n据了解，上证综合指数发布于1991年，是A股市场第一条股票指数，核心编制方法至今未改过。\n开源证券策略团队认为“上市公司盈利和指数表现背离”。称上证指数2000年以来年化收益率仅为3.75%，在所有主要股指中排名靠后，但从营业收入和净利润的角度看，上证指数上市公司的营业收入年化增长率和净利润年化增长率分别排名第5、第11。上证指数作为表征上交所上市公司的标准指数，其近20年过低的年化收益率与较高的盈利增长存在明显的差距，因此这也是市场认为上证指数“失真”不能完全反映经济运行、上市公司发展情况的重要原因。\n中信建投策略团队表示，老编制方法有待优化。具体来看，指数样本股为沪市所有上市企业，具有较高的代表性，但指数中金融地产、工业等传统企业权重占比较大，截止6月19日，金融地产行业权重达到39.2%。随着我国经济结构调整升级，很多信息技术等新兴行业成长型企业大量在中小企业板和创业板上市，上证综合已无法体现这一市场结构变化。\n中信建投还从指数样本股市值变化来分析。2010年底上证综指样本股总市值为21.88万亿，截止6月19日，上证综指样本股总市值为40.48万亿，增长约1倍，市值的增长情况与中国GDP的变化基本符合；但指数2010年底收盘于2808.08点，2020年6月19日收盘于2967.63，近10年指数涨幅只有5.68%，指数的走势并没能准确反映中国企业的成长变化。作为当前投资者观测市场运行的重要指数，指数10年不涨原因被归结为其“不合理”的编制方法。\n为响应市场呼声，进一步提高指数编制的科学性与合理性，更加准确表征上海市场整体表现，上交所、中证指数公司6月19日表示，在听取市场意见、研究我国资本市场发展变化、借鉴指数编制国际经验基础上,持续研究并慎重启动了上证综合指数编制方案修订工作。\n三大修改会产生哪些影响？\n据悉，上交所与中证指数公司决定7月22日起修订上证综合指数的编制方案，共有三方面的修订内容。\n\n第一，指数样本被实施风险警示的，从被实施风险警示措施次月的第二个星期五的下一交易日起将其从指数样本中剔除。被撤销风险警示措施的证券，从被撤销风险警示措施次月的第二个星期五的下一交易日起将其计入指数。\n\n对此，方正证券金融工程分析师杨仁文指出，截止至最新，上证综指成分股共1560只，其中风险警示类股票90只，个数占比约5.77%，总市值占比约0.56%。由于占比较少，当前情况下剔除风险警示股票对指数的影响有限。未来退市制度将日渐完善，该项修订是确保指数保持优胜劣汰的基础。\n中信建投在指数盈利能力方面分析，90只处于风险警示状态的股票2019年归母净利润为-480亿元，同比继续下降5.96%，而2019年沪指利润增速达到9.6%，随着ST股被排除在指数之外，沪指的整体盈利水平有望小幅改善，更好反映沪市企业主流盈利趋势。\n\n第二，日均总市值排名在沪市前10位的新上市证券，于上市满三个月后计入指数，其他新上市证券于上市满一年后计入指数。\n\n安信证券策略团队表示，以往上交所新证券上市后很快纳入上证综指，而此时次新股的定价并不合理，股价波动不稳定，这成为了导致指数失真的一大原因。2010年至2019年，新股上市1年内平均股价波动率是同期上证综合指数的2.9倍。\n在该团队看来，延迟新股计入时间，于新股上市满1年后计入指数，将有利于增强上证综指的稳定性，引导长期理性投资。同时，对于上市以来日均总市值排名在沪市前10位的股票，股价稳定速度较快，规定于上市满3个月后计入，可以保证指数的代表性。\n\n第三，上交所上市的红筹企业发行的存托凭证、科创板上市证券将依据修订后的编制方案计入上证综合指数。\n\n中金基金分析指出，从上证综指目前行业构成来看，金融、交运、化工、采掘等传统周期性行业占比较高，而消费、医药、科技等代表中国经济结构转型方向的新经济行业占比则相对较低，尤其是以半导体、科技硬件、互联网、软件、高端制造等为代表的科技行业，占比明显低于这些行业在国民经济中的比重和地位。\n在上交所推出科创板之前，众多新经济的代表性公司多将上市地点选择在深圳、香港，甚至海外，这使上证综指在过去十年的表现未能完整地反映中国经济增长全貌及结构性特征。科创板的推出，一方面为诸多科技创新型企业在上交所上市打开大门，另一方面，将科创板证券纳入上证综指则将直接提高指数中科技类新兴产业上市公司的占比，是对上证综指行业构成的有益补充。\n沪指收益能力未来能否改善？\n那么，如果按照新规则回溯模拟，新沪指点位目前应该在多少？此外，投资者更关心的是，未来A股能走牛吗？\n光大证券金融工程团队认为，修订后上证综指收益能力略有改善。该团队参考上证综指新的编制方案，模拟新上证综指，可以看到整体的收益有所提升：修订后的上证综指自2000年以来年化收益为5.47%，相比原始指数的3.67%有了较为明显的提升（截至6月19日），作为具备A股市场晴雨表功能的指数，将一定程度上提升投资者的信心。\n根据该团队模拟，新上证综指目前点位约在4000点左右。\n\n光大证券金融工程团队提醒，由于在计算个股收益率时采用的是复权收盘价，因此上图中的新规则下的指数表现中包含了分红的部分收益，不过即使扣除了上证综指的历史分红，新规则下的指数仍然在收益表现上略微优于原始指数。\n\n\n中金基金测算称，如按修改纳入时间和剔除风险警示股票后的新的指数编制方案，自2005年开始进行历史回溯模拟，上证综指6月19日点位在3350点附近，比当前实际水平高出13%左右。\n\n安信证券策略团队认为，新经济公司有望为上证综指带来长牛行情。随着一批中国高科技公司陆续科创板上市、一批中概股科技公司回归A股发行CDR，上证综指中科技行业占比将不断上升，有望带动大盘持续攀升，摆脱十年3000点的“魔咒”，带来A股投资者长期期盼的长牛行情。\n该团队表示，指数编制方法修订后，科技公司的成长越来越多的支撑沪指上升，上证综指有望迎来长牛行情，良好的投资回报将直接刺激居民和产业资本情绪，推动场外资金入市，为长牛提供新的动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":954368631,"gmtCreate":1592798855723,"gmtModify":1704200133345,"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540498190131026","idStr":"3540498190131026"},"themes":[],"htmlText":"自欺欺人","listText":"自欺欺人","text":"自欺欺人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/954368631","repostId":"1160576780","repostType":4,"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958264661,"gmtCreate":1591282726153,"gmtModify":1704195188297,"author":{"id":"3540498190131026","authorId":"3540498190131026","name":"EleanoR","avatar":"https://static.tigerbbs.com/17e8418fc013e1a7cd9c4ce2e34fc3b5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3540498190131026","idStr":"3540498190131026"},"themes":[],"htmlText":"<a 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08:53","market":"us","language":"zh","title":"特斯拉中国：针对中国市场设计，售价约16万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122637014","media":"IT之家","summary":"2月14日消息 特斯拉中国总裁朱晓彤在接受采访时证实，该公司正在研发一款面向大众市场的更便宜的特斯拉，预计零售价为16万元人民币（2.5万美元）。这款车预计是一款掀背车，将针对中国市场进行本土化设计，","content":"<p>2月14日消息&nbsp;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国总裁朱晓彤在接受采访时证实，该公司正在研发一款面向大众市场的更便宜的特斯拉，预计零售价为16万元人民币（2.5万美元）。</p><p><img src=\"https://static.tigerbbs.com/cfab9d6c3f12117542d878646eb138c0\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p><p>这款车预计是一款掀背车，将针对中国市场进行本土化设计，但将在全球范围内销售。</p><p>埃隆 - 马斯克早前曾表示：“这将是一件超级酷的事情 ...... 所以我们要去做 ...... 就是尝试在中国设计一款原创汽车，供全球消费。我认为这将是非常令人兴奋的。”</p><p>IT之家了解到，这款汽车将在中国设计和制造，这是特斯拉的第一次。“车辆设计、车辆工程、车辆开发和车辆测试，”朱晓彤说，都将在新工厂进行，“我们现在预计它将在今年年中投入使用，”朱晓彤指出，“它有20多个专业实验室。我们将提供非常好的条件，方便我们的研发工程师向我们的终极目标努力。这个终极目标在很多公开场合都有提及。未来，我们希望在中国设计、研发、生产出一款原创车型。在这里生产，销往全世界。这个研发中心就是目标的起点。”</p><p>报道称，新款特斯拉车型已于2020年9月获批，产品验证应在2021年3月完成，2022年首批交付。有传言称，特斯拉将在2021年11月的广州车展上展示这款车，该车有望取代Model 3。</p>","source":"ithome","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>特斯拉中国：针对中国市场设计，售价约16万元</title>\n<style 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