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2021-07-04

休息天

提醒：因美国独立日假期，7月5日美股全天休市

2021-06-22

有故事讲了

抱歉，原内容已删除

2021-06-22

下一个风口？

抱歉，原内容已删除

2021-06-19

有意思

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2021-06-17

呵呵呵呵呵

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2021-06-15

呵呵呵

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2021-06-14

太疯狂了

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2021-06-06

真的太疯狂了

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2021-06-02

能源板块是今年最看好的板块

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2021-06-02

期待啊

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2021-05-24

[龇牙]

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10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p><b>独立日</b>是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" 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10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p><b>独立日</b>是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120757673,"gmtCreate":1624339405192,"gmtModify":1634007531387,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"有故事讲了","listText":"有故事讲了","text":"有故事讲了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120757673","repostId":"1128687539","repostType":4,"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120755142,"gmtCreate":1624339285686,"gmtModify":1634007533637,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"下一个风口？","listText":"下一个风口？","text":"下一个风口？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120755142","repostId":"1100383092","repostType":4,"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162784919,"gmtCreate":1624075867331,"gmtModify":1634010995426,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"有意思","listText":"有意思","text":"有意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162784919","repostId":"1100031548","repostType":2,"repost":{"id":"1100031548","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":1623990608,"share":"https://www.laohu8.com/m/news/1100031548?lang=&edition=full","pubTime":"2021-06-18 12:30","market":"us","language":"zh","title":"加息时间表提前，为何银行股不涨反跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031548","media":"老虎资讯综合","summary":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大","content":"<p>6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p>是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。</p>\n<p>实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。</p>\n<p>而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。</p>\n<p>Aberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。<b>美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。</b></p>\n<p><b>毋庸置疑，加息利好银行股。</b>因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。</p>\n<p><b>但另一方面，通胀的也会威胁企业的贷款需求，</b>导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。</p>\n<p>此前，中泰证券复盘中美银行股在多轮通胀时期的表现，<b>得出结论：银行股核心投资逻辑是宏观经济。</b>需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。<b>成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。</b></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>加息时间表提前，为何银行股不涨反跌？</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加息时间表提前，为何银行股不涨反跌？\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\">2021-06-18 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/7cae82e2032f339dfdc96477048910e9\" tg-width=\"354\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p>\n<p>是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。</p>\n<p>实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。</p>\n<p>而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。</p>\n<p>Aberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。<b>美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。</b></p>\n<p><b>毋庸置疑，加息利好银行股。</b>因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。</p>\n<p><b>但另一方面，通胀的也会威胁企业的贷款需求，</b>导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。</p>\n<p>此前，中泰证券复盘中美银行股在多轮通胀时期的表现，<b>得出结论：银行股核心投资逻辑是宏观经济。</b>需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。<b>成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"WFC":"富国银行","GS":"高盛","MS":"摩根士丹利","JPM":"摩根大通","BAC":"美国银行","C":"花旗"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031548","content_text":"6月18日消息，周四在美联储FOMC意外转鹰、“点阵图”暗示将提前至2023年加息的一天后，美国的银行股却“意外”大跌。其中，富国银行跌超6%，美国银行跌超4%，花旗、摩根士丹利跌超3%，高盛、摩根大通跌超2%。\n\n是什么导致市场对利好消息的解读成了担忧？原因很可能还是通胀。\n实际上，随着美国经济复苏，通胀一直就是市场关注的焦点，特别是对通胀是暂时还是长期的分歧一直很大。不少分析师认为，消费者价格上涨是美联储过度宽松和经济开放共同作用的结果，只会在短期存在。\n而加息通常发生在经济过热时，用作对抗通胀的工具。因此，联邦公开市场委员会暗示加息时间表提前或许意味着，美联储认为通胀更可能是一个长期的威胁。\nAberdeen Standard Investments经济学家James McCann在接受CNBC采访时表示，这不是市场预期的，而是美联储明确传达出来的信号。美联储加息时间表提前，表明其对通胀的看法已经发生变化，这与其此前声称通胀飙升只是暂时的说法自相矛盾。\n毋庸置疑，加息利好银行股。因为银行贷款利率会随着美联储基准利率上下波动。美联储提高基准利率，意味着银行可以从贷款和证券上获得更多的利息收入。对美国银行、富国银行和摩根大通而言，联邦基准利率上调1%，利息收入将增加数十亿美元。\n但另一方面，通胀的也会威胁企业的贷款需求，导致贷款金额不足，削弱银行赚钱能力。双重因素叠加后，银行股的故事会如何演绎，尚不得而知。\n此前，中泰证券复盘中美银行股在多轮通胀时期的表现，得出结论：银行股核心投资逻辑是宏观经济。需求端推动价格上行时，银行绝对和现对收益的持续时间和上行幅度较高，直到货币政策明显转向。成本端推动价格上行时，银行股在初期会保持正绝对和相对收益，但持续时间和力度均较弱。长期滞涨会压制银行估值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161656019,"gmtCreate":1623924486131,"gmtModify":1634025818246,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"呵呵呵呵呵","listText":"呵呵呵呵呵","text":"呵呵呵呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161656019","repostId":"1158041533","repostType":4,"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187940623,"gmtCreate":1623736883162,"gmtModify":1634029324395,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"呵呵呵","listText":"呵呵呵","text":"呵呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187940623","repostId":"2143739992","repostType":4,"repost":{"id":"2143739992","kind":"news","pubTimestamp":1623727743,"share":"https://www.laohu8.com/m/news/2143739992?lang=&edition=full","pubTime":"2021-06-15 11:29","market":"hk","language":"zh","title":"小米造车“急”了，针对自动驾驶领域发布大量招聘职位","url":"https://stock-news.laohu8.com/highlight/detail?id=2143739992","media":"界面新闻","summary":"6月14日，小米公司的官网开始陆续冒出关于自动驾驶的各类职位。\n图片来源：小米官网\n通过这张图片，可以看出此次社招的细分工种十分丰富：数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开","content":"<div>\n<p>6月14日，小米公司的官网开始陆续冒出关于自动驾驶的各类职位。\n图片来源：小米官网\n通过这张图片，可以看出此次社招的细分工种十分丰富：数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、高精地图、仿真平台等共20个岗位。且每一项招聘启事前，都有一个“急”字。\n这应该算是小米自己正式为造车发力的重要标志之一。\n当然，真的只靠小米目前的能力，3年里就能造出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061509011478854212&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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\" 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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小米造车“急”了，针对自动驾驶领域发布大量招聘职位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061509011478854212&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月14日，小米公司的官网开始陆续冒出关于自动驾驶的各类职位。\n图片来源：小米官网\n通过这张图片，可以看出此次社招的细分工种十分丰富：数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、高精地图、仿真平台等共20个岗位。且每一项招聘启事前，都有一个“急”字。\n这应该算是小米自己正式为造车发力的重要标志之一。\n当然，真的只靠小米目前的能力，3年里就能造出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061509011478854212&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061509011478854212&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143739992","content_text":"6月14日，小米公司的官网开始陆续冒出关于自动驾驶的各类职位。\n图片来源：小米官网\n通过这张图片，可以看出此次社招的细分工种十分丰富：数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、高精地图、仿真平台等共20个岗位。且每一项招聘启事前，都有一个“急”字。\n这应该算是小米自己正式为造车发力的重要标志之一。\n当然，真的只靠小米目前的能力，3年里就能造出一辆车，十有八九是不可能的——就在发布自动驾驶职位的前几天——本月8日，雷军曾低调造访了保定的长城汽车研发中心，虽然双方均未对外公布此次行程的目的内容，但业内都认为与小米的代工有关。\n而6月13日的2021中国汽车重庆论坛上，比亚迪股份有限公司董事长兼总裁王传福更曾明确表示：“未来在汽车业务上比亚迪将支持小米汽车的发展，而且不仅是支持，比亚迪和小米在汽车领域的合作正在洽谈一些项目。”当然，之前就有分析人士估计，比亚迪与小米汽车的合作十有八九与电池有关。\n据此次职位招聘信息中显示地点推测，小米汽车十有八九地准备把研发中心放在北京，原因是北京地区的自动驾驶人才是全国最多的。\n事实上，按照如今国内造车新势力或自动驾驶技术独角兽的“惯例”，不会只在一个城市设立重要部门，因而小米汽车的造车研发中心，很有可能不会只有一个。\n比如，和小米手机有着深度合作的武汉。武汉市的有部门在小米加入造车混战后，直接表示：会积极对接小米。\n以及同样拥有大量的汽车研发人才的上海——根据全球职场社交平台LinkedIn领英在4月底发布的《智能出行领域全球人才洞察》报告显示，北上广是中国智能出行领域人才最多的城市。其中上海排名第一，放在全球领域也是比较高的。\n据此前一家跨国汽车零部件供应商透露，小米正计划在上海安亭建立一个研发中心。\n统计显示，早在2012年，小米就开始汽车技术专利的申请，往后每年都会有或多或少的相关专利增加。截止2020年，小米集团与汽车有关的专利已超800件，其中发明专利占比超过96%。\n但事实上，小米大部分设计造车的专利只能算“锦上添花”。多为诸如“汽车鸣笛音量调节方法及装置”、“疲劳驾驶检测方法及装置”、“控制车辆预热方法及装置”、“车载蓝牙播报方法和装置”等听起来有趣，但并不“硬核”的“边缘”专利。\n公开专利信息数据显示，相比百度、阿里巴巴、华为等，小米无论是在“智慧交通”，或还是“自动驾驶”领域的相关专利数量均处于下风，且差距较大。\n除了数量，在专利覆盖面上小米也是最少的。尤其是在造车中难度和门槛最高，也是最能彰显企业研发实力的自动驾驶。\n覆盖最全面的就是百度和华为。前者主攻“整车硬件架构”、“图像处理算法”、“激光雷达处理算法”、“自动驾驶系统”、“自动驾驶片上系统”、“虚拟仿真测试”等，已经具备自动驾驶感知、决策、执行的软硬件全栈研发能力。而后者大部分的相关专利多为2019年底到2020年之间申请，处于“实质审查”阶段，主攻“自动换道方法”、“轨迹规划”等基础功能。\n小米在自动驾驶领域的布局，除了一些关于汽车级驾驶员监控系统(DMS)的专利，仅有一条关于自动泊车的相关专利。而DMS一般都是针对L2-L3级别的自动驾驶系统而言的，对目前许多智能驾驶科技公司和造车新势力开始主攻的L4级别的自动驾驶系统。\n或许这也是为何，小米开始社招“自动驾驶工程师”的同时，另外还投资了两家自动驾驶技术公司——6月3日，小米参与了纵目科技的1.9亿美元的D轮投资；6月8日，小米和高瓴、美团共同领投了禾赛科技超3亿美元的D轮融资。\n这也是小米官宣造车后，首次在汽车领域进行投资。而且就目前情况看，这两家公司是今年5到6月间获得融资的16家自动驾驶相关公司里，获投金额最高的两家。\n半个月不到的时间里，不差钱的小米一边不断拜访车企寻求合作，一边开始高额投资，及社招自动驾驶人才，展现出对造车的急迫感。\n不同于消费类电子产品，虽然如今都说“软件定义汽车”、“智能汽车就是一部手机加四个轮子”，但事实上汽车产业链依旧是复杂且冗长的，更重要的是——对安全性可靠性的要求极高。小米虽然不差钱，但在技术和经验方面无论是与其它先行进入造车领域的互联网/科技大厂，或还是造车新势力甚至是传统主机厂，还有着较大差距。\n就当前而言，与主机厂进行深度合作代工同时投资自动驾驶独角兽，或许才是小米最为快捷的造车方式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185603857,"gmtCreate":1623644220479,"gmtModify":1634030722669,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"太疯狂了","listText":"太疯狂了","text":"太疯狂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185603857","repostId":"2143882789","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113571592,"gmtCreate":1622629510516,"gmtModify":1631884844881,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"能源板块是今年最看好的板块","listText":"能源板块是今年最看好的板块","text":"能源板块是今年最看好的板块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113571592","repostId":"1140360748","repostType":4,"repost":{"id":"1140360748","kind":"news","pubTimestamp":1622623224,"share":"https://www.laohu8.com/m/news/1140360748?lang=&edition=full","pubTime":"2021-06-02 16:40","market":"us","language":"zh","title":"能源板块太久没涨了，华尔街认为它将发起大行情","url":"https://stock-news.laohu8.com/highlight/detail?id=1140360748","media":"美港电讯","summary":"周期性板块扩张有望持续到2023年初。","content":"<p>能源板块是今年迄今美国股市中表现最好的板块。即使是现在出手也为时未晚：美国经济的复苏对能源板块无疑是重大利好；而且经历多年的连续下挫后，该板块仍有巨大的上升空间。</p><p>6月1日，油价升至两年来的高点。汽油价格跟踪机构GasBuddy的一项分析显示，美国的汽油需求量恢复到接近正常水平，并可能会在今年夏天创下历史新高。</p><p><b>能源板块复苏的漫漫长路</b></p><p>截至5月底，标普500指数能源类股年内涨幅为36%，成为今年标普500指数表现最好的板块。</p><p>如果分析师回顾往年，就能看到完全不同的情况：</p><p><img src=\"https://static.tigerbbs.com/cc5f4153a8f715668cd962f1e558d751\" tg-width=\"1023\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>如果分析师观察2019年底以来的能源价格变化，能源板块是唯一没有出现大幅上涨的板块。而长期数据更加糟糕，各大能源生产商的股价仍未回到2014年夏季油价大崩盘之前的水平。</p><p>上面表格同时列出了标普500指数和道指的总体变化；在很长的一段时间里，道指的表现都被<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油（XOM.N）和<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>（CVX.N）拖累，直到去年8月埃克森美孚从这30只蓝筹股中剔除。</p><p><b>经济周期</b></p><p>4月份消费者价格指数（CPI）较环比上涨0.8%，同比上涨4.2%，这是13年来同比涨幅最大的一次。部分投资者担心CPI暴涨可能导致美联储大幅改变其货币宽松刺激政策，而这些政策压低了利率和借贷成本，支撑了美国经济；当前的股市投资热点已转向周期性板块。</p><p>道富<a href=\"https://laohu8.com/S/B73.SI\">环球投资</a>管理公司美国基金交易业务的首席投资策略师Michael Arone在上周的一次采访中表示，投资者应密切关注劳动力市场，寻找美联储何时可能开始缩减购债规模、让长期利率变得明智的信号。<b>他预计，当下有利于能源股和其他周期性行业的扩张周期将持续到2023年初。</b></p><p><b>能源股筛选</b></p><p>标普500指数的能源标的股只是市场上众多能源股的冰山一角；而能源板块目前仅占该指数总市值的2.8%，低于五年前的7.1%。为了将范围扩大到标普500指数的23只能源股票之外，分析师研究了标普1500综合指数（SP1500），该指数由标普500指数、标普400中型股指数和标普小型股600指数组成，其中能源类股票的总数达到62家。</p><p><b>华尔街心头好</b></p><p>以下列出的是在分析师研究的79只能源股中（62只来自标普1500综指，17只来自<a href=\"https://laohu8.com/S/AMLP\">Alerian MLP ETF</a>）,在Factset调查中被至少五名分析师定为“买入”评级，并且预计涨幅最大的前20家公司个股：</p><p><img src=\"https://static.tigerbbs.com/f36cd11485fa1b484f965753b914d021\" tg-width=\"899\" tg-height=\"635\" referrerpolicy=\"no-referrer\"></p><p>该名单是根据12个月内预计涨幅排序的,其中<a href=\"https://laohu8.com/S/REGI\">Renewable Energy Group</a>（REGI.O）的股价上涨潜力最高。该公司的名字很贴切，因为它专注于生物柴油的生产和提炼。</p><p>雪佛龙也榜上有名。截至5月28日，尽管该股今年已上涨23%，但股息生息率仍保持在5.16%，颇具吸引力；但雪佛龙的主要竞争对手埃克森美孚石油（XOM.N）并未入选。上周激进投资者在埃克森美孚公司董事会获得了席位——他们的目标是推动埃克森美孚改变远期战略，从而在今后逐渐摆脱化石燃料产品。</p><p>榜单上的第二名是Energy Transfer（ET.N），股息生息率为6.16%。</p><p>还有一家输油管道运营商<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>（WMB.N）没有上榜。截至5月28日，威廉姆斯股价在今年上涨了32%。威廉姆斯拥有传统的公司架构，并不是有限合伙企业。该公司股票的股息生息率为6.23%，与埃克森美孚和雪佛龙一样，威廉姆斯也没有在新冠大流行期间削减派息。接受FactSet调查的分析师中，有80%的分析师持“买入”或类似观点，但该公司并未上榜，因为其28.83美元的目标股价仅比5月28日26.34美元的收盘价高7%。需要指出的是，即使处在当下的经济复苏期，股息支付也可能被削减。而且，尽管股票经纪公司的分析师青睐这些股票，他们的目标价只适用于12个月内，对于这样一个波动巨大的行业来说实在太短了。</p>","source":"live_meigang","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\" 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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能源板块太久没涨了，华尔街认为它将发起大行情\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1003128><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>能源板块是今年迄今美国股市中表现最好的板块。即使是现在出手也为时未晚：美国经济的复苏对能源板块无疑是重大利好；而且经历多年的连续下挫后，该板块仍有巨大的上升空间。6月1日，油价升至两年来的高点。汽油价格跟踪机构GasBuddy的一项分析显示，美国的汽油需求量恢复到接近正常水平，并可能会在今年夏天创下历史新高。能源板块复苏的漫漫长路截至5月底，标普500指数能源类股年内涨幅为36%，成为今年...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1003128\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/591f197978533795137daedf87e7f110","relate_stocks":{"WMB":"威廉姆斯","ET":"Energy Transfer LP"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003128","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140360748","content_text":"能源板块是今年迄今美国股市中表现最好的板块。即使是现在出手也为时未晚：美国经济的复苏对能源板块无疑是重大利好；而且经历多年的连续下挫后，该板块仍有巨大的上升空间。6月1日，油价升至两年来的高点。汽油价格跟踪机构GasBuddy的一项分析显示，美国的汽油需求量恢复到接近正常水平，并可能会在今年夏天创下历史新高。能源板块复苏的漫漫长路截至5月底，标普500指数能源类股年内涨幅为36%，成为今年标普500指数表现最好的板块。如果分析师回顾往年，就能看到完全不同的情况：如果分析师观察2019年底以来的能源价格变化，能源板块是唯一没有出现大幅上涨的板块。而长期数据更加糟糕，各大能源生产商的股价仍未回到2014年夏季油价大崩盘之前的水平。上面表格同时列出了标普500指数和道指的总体变化；在很长的一段时间里，道指的表现都被埃克森美孚石油（XOM.N）和雪佛龙（CVX.N）拖累，直到去年8月埃克森美孚从这30只蓝筹股中剔除。经济周期4月份消费者价格指数（CPI）较环比上涨0.8%，同比上涨4.2%，这是13年来同比涨幅最大的一次。部分投资者担心CPI暴涨可能导致美联储大幅改变其货币宽松刺激政策，而这些政策压低了利率和借贷成本，支撑了美国经济；当前的股市投资热点已转向周期性板块。道富环球投资管理公司美国基金交易业务的首席投资策略师Michael Arone在上周的一次采访中表示，投资者应密切关注劳动力市场，寻找美联储何时可能开始缩减购债规模、让长期利率变得明智的信号。他预计，当下有利于能源股和其他周期性行业的扩张周期将持续到2023年初。能源股筛选标普500指数的能源标的股只是市场上众多能源股的冰山一角；而能源板块目前仅占该指数总市值的2.8%，低于五年前的7.1%。为了将范围扩大到标普500指数的23只能源股票之外，分析师研究了标普1500综合指数（SP1500），该指数由标普500指数、标普400中型股指数和标普小型股600指数组成，其中能源类股票的总数达到62家。华尔街心头好以下列出的是在分析师研究的79只能源股中（62只来自标普1500综指，17只来自Alerian MLP ETF）,在Factset调查中被至少五名分析师定为“买入”评级，并且预计涨幅最大的前20家公司个股：该名单是根据12个月内预计涨幅排序的,其中Renewable Energy Group（REGI.O）的股价上涨潜力最高。该公司的名字很贴切，因为它专注于生物柴油的生产和提炼。雪佛龙也榜上有名。截至5月28日，尽管该股今年已上涨23%，但股息生息率仍保持在5.16%，颇具吸引力；但雪佛龙的主要竞争对手埃克森美孚石油（XOM.N）并未入选。上周激进投资者在埃克森美孚公司董事会获得了席位——他们的目标是推动埃克森美孚改变远期战略，从而在今后逐渐摆脱化石燃料产品。榜单上的第二名是Energy Transfer（ET.N），股息生息率为6.16%。还有一家输油管道运营商威廉姆斯（WMB.N）没有上榜。截至5月28日，威廉姆斯股价在今年上涨了32%。威廉姆斯拥有传统的公司架构，并不是有限合伙企业。该公司股票的股息生息率为6.23%，与埃克森美孚和雪佛龙一样，威廉姆斯也没有在新冠大流行期间削减派息。接受FactSet调查的分析师中，有80%的分析师持“买入”或类似观点，但该公司并未上榜，因为其28.83美元的目标股价仅比5月28日26.34美元的收盘价高7%。需要指出的是，即使处在当下的经济复苏期，股息支付也可能被削减。而且，尽管股票经纪公司的分析师青睐这些股票，他们的目标价只适用于12个月内，对于这样一个波动巨大的行业来说实在太短了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113573177,"gmtCreate":1622629388199,"gmtModify":1634099786915,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"期待啊","listText":"期待啊","text":"期待啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113573177","repostId":"1125313172","repostType":4,"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131665699,"gmtCreate":1621856637411,"gmtModify":1634186068917,"author":{"id":"3541015961814122","authorId":"3541015961814122","name":"xiaokai1314","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541015961814122","authorIdStr":"3541015961814122"},"themes":[],"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131665699","repostId":"1113464711","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}