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思考钻头
2020-06-04
$道琼斯(.DJI)$
回光返照吗?
思考钻头
2020-05-22
$A50指数主连(CNmain)$
还是那个德行
思考钻头
2020-05-22
$道琼斯(.DJI)$
可怜我大A
思考钻头
2020-05-14
$A50指数主连(CNmain)$
最近有长进,认祖归宗了[开心]
思考钻头
2020-04-21
$WTI原油主连(CLmain)$
这玩意没有熔断吗?
思考钻头
2020-04-10
$A50指数主连(CNmain)$
只有你自己在玩?
思考钻头
2020-04-09
闹着玩啊
欧佩克消息人士:沙特和俄罗斯就深度减产达成协议
思考钻头
2020-04-09
$A50指数主连(CNmain)$
这孙子跟美股起啥哄啊
思考钻头
2020-04-03
你们的样是怎么抽的
抱歉,原内容已删除
思考钻头
2020-03-30
$道琼斯(.DJI)$
老大出场,果然拉风
思考钻头
2020-03-28
简单堆砌,没价值
A股热点轮换:消费接棒科技?
思考钻头
2020-03-27
$A50指数主连(CNmain)$
反水了?
思考钻头
2020-03-27
当起了美联储
抱歉,原内容已删除
思考钻头
2020-03-27
不是内幕是啥
精准逃顶?美股暴跌前夕,贝佐斯等抛售数十亿美元股票
思考钻头
2020-03-24
跌到回到韭菜
传奇投资人阿克曼押注美国复苏,投资25亿美元入股市
思考钻头
2020-03-23
$NQ100指数主连(NQmain)$
这小弟比较你就按请老大们还没涨,你……
思考钻头
2020-03-23
$道琼斯指数主连(YMmain)$
牛一定律在股市也好使
思考钻头
2020-03-23
$A50指数主连(CNmain)$
涨的时候一点也不跟,跌的真欢实。ca0
思考钻头
2020-03-20
$道琼斯(.DJI)$
老大不出来走俩步,小弟们都跟石油混了
思考钻头
2020-03-20
$A50指数主连(CNmain)$
就是只美帝空狗
去老虎APP查看更多动态
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22:25","market":"us","language":"zh","title":"欧佩克消息人士:沙特和俄罗斯就深度减产达成协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1180401338","media":"老虎资讯综合","summary":"欧佩克消息人士:沙特和俄罗斯就深度减产达成协议。并且透露,欧佩克+以及其他产油国将讨论减产高达2000万桶/日。\n\n消息发布后,美、布两油直线拉升,截止发稿,WTI原油涨超11%,现报27.95美元/桶,布伦特原油涨近10%,现报36.05美元/桶。\n\n美股油气股冲高,$阿帕契(APA)$涨幅扩大至30%,$墨菲石油(MUR)$涨超24%,$西方石油(OXY)$涨超15%,$哈里伯顿(HAL)$涨超10%。","content":"<p><span>欧佩克消息人士:沙特和俄罗斯就深度减产达成协议。并且透露,欧佩克+以及其他产油国将讨论减产高达2000万桶/日。</span></p><p>消息发布后,美、布两油直线拉升,截止发稿,<span>WTI原油涨超11%,现报27.95美元/桶,布伦特原油涨近10%,现报36.05美元/桶。</span></p><p><span>美股油气股冲高,<a href=\"https://laohu8.com/S/APA\">阿帕契</a>涨幅扩大至30%,<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>涨超24%,<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨超15%,<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>涨超10%。</span></p><p><img src=\"https://static.tigerbbs.com/0dc445b94cadf3df5d4e8e6ca63e285a\" /><img src=\"https://static.tigerbbs.com/1e043d74993968c7ec23a41306984629\" /></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>欧佩克消息人士:沙特和俄罗斯就深度减产达成协议</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; }\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欧佩克消息人士:沙特和俄罗斯就深度减产达成协议\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\">2020-04-09 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>欧佩克消息人士:沙特和俄罗斯就深度减产达成协议。并且透露,欧佩克+以及其他产油国将讨论减产高达2000万桶/日。</span></p><p>消息发布后,美、布两油直线拉升,截止发稿,<span>WTI原油涨超11%,现报27.95美元/桶,布伦特原油涨近10%,现报36.05美元/桶。</span></p><p><span>美股油气股冲高,<a href=\"https://laohu8.com/S/APA\">阿帕契</a>涨幅扩大至30%,<a href=\"https://laohu8.com/S/MUR\">墨菲石油</a>涨超24%,<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨超15%,<a href=\"https://laohu8.com/S/HAL\">哈里伯顿</a>涨超10%。</span></p><p><img src=\"https://static.tigerbbs.com/0dc445b94cadf3df5d4e8e6ca63e285a\" /><img src=\"https://static.tigerbbs.com/1e043d74993968c7ec23a41306984629\" /></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc13f1489d6b7c4e5f1aef2bcedffd8f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180401338","content_text":"欧佩克消息人士:沙特和俄罗斯就深度减产达成协议。并且透露,欧佩克+以及其他产油国将讨论减产高达2000万桶/日。消息发布后,美、布两油直线拉升,截止发稿,WTI原油涨超11%,现报27.95美元/桶,布伦特原油涨近10%,现报36.05美元/桶。美股油气股冲高,阿帕契涨幅扩大至30%,墨菲石油涨超24%,西方石油涨超15%,哈里伯顿涨超10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928071976,"gmtCreate":1586435716795,"gmtModify":1704361323101,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545788056468626","authorIdStr":"3545788056468626"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>老大出场,果然拉风","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>老大出场,果然拉风","text":"$道琼斯(.DJI)$老大出场,果然拉风","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929482865","isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929210026,"gmtCreate":1585358092165,"gmtModify":1704357994712,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545788056468626","authorIdStr":"3545788056468626"},"themes":[],"htmlText":"简单堆砌,没价值","listText":"简单堆砌,没价值","text":"简单堆砌,没价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929210026","repostId":"1150962984","repostType":4,"repost":{"id":"1150962984","kind":"news","weMediaInfo":{"introduction":"诺亚研究工作是诺亚集团的核心专业版块,以研究引领投资,为集团的产品研发、筛选、风控等环节保驾护航;研究范围覆盖国内外宏观策略、私募股权、二级市场、类固定收益、房地产等领域。","home_visible":1,"media_name":"诺亚配置策略研究","id":"1030895767","head_image":"https://static.tigerbbs.com/aa37515bb9fa4248b9232a3f41688051"},"pubTimestamp":1585353897,"share":"https://www.laohu8.com/m/news/1150962984?lang=&edition=full","pubTime":"2020-03-28 08:04","market":"sh","language":"zh","title":"A股热点轮换:消费接棒科技?","url":"https://stock-news.laohu8.com/highlight/detail?id=1150962984","media":"诺亚配置策略研究","summary":"股票市场\n本周虽然国际疫情仍在扩散,但随着美联储在周一祭出无限量QE,美国流动性冲击有舒缓迹象,主要发达国家股市均出现爆发式回升。\n\nA股方面,本周国内多项消费及行业刺激政策密集出台,二季度消费复苏的","content":"<p><b><span>股票市场</span></b></p>\n<p><span>本周虽然国际疫情仍在扩散,但随着美联储在周一祭出无限量QE,美国流动性冲击有舒缓迹象,主要发达国家股市均出现爆发式回升。</span></p>\n<p></p>\n<p><span>A股方面,本周国内多项消费及行业刺激政策密集出台,二季度消费复苏的确定性增强,而国外疫情持续恶化使得市场对于外需下降的担忧加重,导致A股指数分化。整体来看,上证指数表现相较深证成指及创业板指明显较强,市场偏向大盘成长风格。截至周五收盘,上证综指本周上涨1.0%,深证成指和创业板指分别微跌0.4%和0.6%。</span></p>\n<p></p>\n<p><span>量能方面,本周A股继续缩量,沪深两市每日平均成交额从上周的8316亿元回落到本周的6855亿元。全周来看,两市共成交3.4万亿元,较上周下降18%。</span></p>\n<p></p>\n<p><span>外资方面,本周北向资金小幅净流入18.6亿元,结束连续两周的净流出趋势。主要增持的对象依旧是平安银行、美的集团等核心资产,贵州茅台自周二以来连续三天获得北向资金增持。</span></p>\n<p><img src=\"https://static.tigerbbs.com/dc6ee0d061b227d64f618e62bf5bcd0a\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2020.3.23-2020.3.27</span></p>\n<p><img src=\"https://static.tigerbbs.com/0e4d98a552912849bb71e90e01751e58\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2019.3.28-2020.3.27</span></p>\n<p><img src=\"https://static.tigerbbs.com/ff07fb1ad16468d89489bac64cce7d74\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2019.3.29-2020.3.27</span></p>\n<p><span>行业方面,本周各行业走势分化明显,28个申万一级行业中,有16个行业上涨,12个行业出现下跌。涨幅居前的前三个行业分别是医药生物、食品饮料和银行。而跌幅居前的前三名则分别为电子、休闲服务和计算机。具体来说,本周医疗器械等医药生物子行业出现大幅上涨主要是受到国际社会对于我国防疫物资的采购需求骤升的直接利好。国内经济活动不断恢复加上多地在近期集中推出各类消费券刺激居民出门消费,促使市场对于白酒等食品饮料行业的复苏预期加强。此外,电子及计算机等科技行业本周表现继续走弱,主要是受到了国际疫情持续加重对其未来订单产生负面影响的预期加大。</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/4e8f34ff24925cfd28028ee5b36a391d\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>目前来看,随着湖北地区开始解禁,我国正式进入到疫情后的经济复苏阶段,各项激励内需消费的财政政策逐渐出台。当前包括北京、南京、杭州、宁波等城市以及浙江、安徽、四川、河北、广西等省份均已向居民发放包括餐饮、购物、旅游在内的不同种类消费券,而广州、佛山、长沙等地也出台了各自的汽车消费刺激政策。目前来看整个4月和5月很可能将迎来一波国内的消费高峰,尤其是今年长达五天的五一假期将有利于我国各地的旅游行业复苏,并带动各地方的消费。虽然在疫情期间,消费受到的冲击最大,但在疫情之后消费的复苏确定性更强。我们认为,财政刺激政策将会加快消费的复苏,A股消费板块或正处于布局良机。</span></p>\n<p></p>\n<p><b><span>债市行情</span></b></p>\n<p></p>\n<p><span>本周央行公开市场继续保持零操作,但资金面较之前表现出更为宽裕,隔夜加权回购利率进一步下降至0.9%附近,基本接近于2009年历史最低点,说明资金多淤积在金融市场内部流转。在美联储推出的多项解决流动性冲击举措之后,市场反应较为积极,美元指数从高点快速回落,重新回到100以下;TED利差指数虽还在上升,但幅度已明显放缓,流动性问题已开始边际改善。债券市场,短端利率受资金面泛滥推动大幅下行,长端利率在海外流动性冲击减缓以及阶段性的调整之后,利率曲线陡峭化带动其进一步下行。</span></p>\n<p></p>\n<p><span>目前来看,市场对于国内经济预期仍然在不断的下修,再叠加海外信用风险的恐慌性传导,国内信用风险溢价也因此持续上升,信用利差较上周再次走扩。</span></p>\n<p></p>\n<p><span>目前来看,债券市场利率虽然已经下行到了历史低位,但如果我们去看货币市场利率的话,春节以来下行幅度要明显高于债券市场利率。</span><span><b>那么对于中短端债券来说,资金成本的下降为其提供了足够的息差保护</b></span><span>,这意味着中短端债券依然会有较好的需求。中短端利率下行导致债券收益率曲线陡峭化,在经济下行压力仍在发酵的背景下,陡峭化的收益率曲线也会推动长端利率走低。</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/ba4a7e97cf7c1b25c5057be5764e8127\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2020.3.20-2020.3. 26</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/5835da50c24f912a56c91a10cd9159c4\"></p>\n<p></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>数据截止:2020.3.26</span></p>\n<p><img src=\"https://static.tigerbbs.com/500f2d8dc81fe79e86f62ba8af03c881\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>数据截止:2020.3.26</span></p>\n<p><b><span>商品行情</span></b></p>\n<p><span>本周,随着美国流动性冲击的边际改善和美元贬值,商品市场普跌格局有所好转。其中,表现最好的当属贵金属板块,周涨幅超10%。在流动性极度紧张情况下,黄金因遭到集中性抛售价格承压,一旦流动性压力有所缓解,避险需求必然再次带动金价回升。白银与黄金价格存在相对稳定的关系,再加上之前白银急跌和较大的跌幅,一旦市场情绪改善,白银价格也有回升的需求。</span></p>\n<p></p>\n<p><span>近期,疫情逐渐在南美地区蔓延,导致当地玉米、大豆等农产品出口堪忧,供给端的冲击提振价格,带动农产品板块上涨。金属板块在周一大跌之后开始缓慢回升,整体小幅收跌。虽然本周原油价格有所回稳,但整体的化工产业链需求依然较弱,能化板块整体继续承压,但周内跌幅较之前明显收窄。</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/8c85f326f659551555182e1e6f3bc70e\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>数据截止:2020.3.26</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>A股热点轮换:消费接棒科技?</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{ 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}\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\">\nA股热点轮换:消费接棒科技?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1030895767\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/aa37515bb9fa4248b9232a3f41688051);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">诺亚配置策略研究 </p>\n<p class=\"h-time\">2020-03-28 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><span>股票市场</span></b></p>\n<p><span>本周虽然国际疫情仍在扩散,但随着美联储在周一祭出无限量QE,美国流动性冲击有舒缓迹象,主要发达国家股市均出现爆发式回升。</span></p>\n<p></p>\n<p><span>A股方面,本周国内多项消费及行业刺激政策密集出台,二季度消费复苏的确定性增强,而国外疫情持续恶化使得市场对于外需下降的担忧加重,导致A股指数分化。整体来看,上证指数表现相较深证成指及创业板指明显较强,市场偏向大盘成长风格。截至周五收盘,上证综指本周上涨1.0%,深证成指和创业板指分别微跌0.4%和0.6%。</span></p>\n<p></p>\n<p><span>量能方面,本周A股继续缩量,沪深两市每日平均成交额从上周的8316亿元回落到本周的6855亿元。全周来看,两市共成交3.4万亿元,较上周下降18%。</span></p>\n<p></p>\n<p><span>外资方面,本周北向资金小幅净流入18.6亿元,结束连续两周的净流出趋势。主要增持的对象依旧是平安银行、美的集团等核心资产,贵州茅台自周二以来连续三天获得北向资金增持。</span></p>\n<p><img src=\"https://static.tigerbbs.com/dc6ee0d061b227d64f618e62bf5bcd0a\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2020.3.23-2020.3.27</span></p>\n<p><img src=\"https://static.tigerbbs.com/0e4d98a552912849bb71e90e01751e58\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2019.3.28-2020.3.27</span></p>\n<p><img src=\"https://static.tigerbbs.com/ff07fb1ad16468d89489bac64cce7d74\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2019.3.29-2020.3.27</span></p>\n<p><span>行业方面,本周各行业走势分化明显,28个申万一级行业中,有16个行业上涨,12个行业出现下跌。涨幅居前的前三个行业分别是医药生物、食品饮料和银行。而跌幅居前的前三名则分别为电子、休闲服务和计算机。具体来说,本周医疗器械等医药生物子行业出现大幅上涨主要是受到国际社会对于我国防疫物资的采购需求骤升的直接利好。国内经济活动不断恢复加上多地在近期集中推出各类消费券刺激居民出门消费,促使市场对于白酒等食品饮料行业的复苏预期加强。此外,电子及计算机等科技行业本周表现继续走弱,主要是受到了国际疫情持续加重对其未来订单产生负面影响的预期加大。</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/4e8f34ff24925cfd28028ee5b36a391d\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>目前来看,随着湖北地区开始解禁,我国正式进入到疫情后的经济复苏阶段,各项激励内需消费的财政政策逐渐出台。当前包括北京、南京、杭州、宁波等城市以及浙江、安徽、四川、河北、广西等省份均已向居民发放包括餐饮、购物、旅游在内的不同种类消费券,而广州、佛山、长沙等地也出台了各自的汽车消费刺激政策。目前来看整个4月和5月很可能将迎来一波国内的消费高峰,尤其是今年长达五天的五一假期将有利于我国各地的旅游行业复苏,并带动各地方的消费。虽然在疫情期间,消费受到的冲击最大,但在疫情之后消费的复苏确定性更强。我们认为,财政刺激政策将会加快消费的复苏,A股消费板块或正处于布局良机。</span></p>\n<p></p>\n<p><b><span>债市行情</span></b></p>\n<p></p>\n<p><span>本周央行公开市场继续保持零操作,但资金面较之前表现出更为宽裕,隔夜加权回购利率进一步下降至0.9%附近,基本接近于2009年历史最低点,说明资金多淤积在金融市场内部流转。在美联储推出的多项解决流动性冲击举措之后,市场反应较为积极,美元指数从高点快速回落,重新回到100以下;TED利差指数虽还在上升,但幅度已明显放缓,流动性问题已开始边际改善。债券市场,短端利率受资金面泛滥推动大幅下行,长端利率在海外流动性冲击减缓以及阶段性的调整之后,利率曲线陡峭化带动其进一步下行。</span></p>\n<p></p>\n<p><span>目前来看,市场对于国内经济预期仍然在不断的下修,再叠加海外信用风险的恐慌性传导,国内信用风险溢价也因此持续上升,信用利差较上周再次走扩。</span></p>\n<p></p>\n<p><span>目前来看,债券市场利率虽然已经下行到了历史低位,但如果我们去看货币市场利率的话,春节以来下行幅度要明显高于债券市场利率。</span><span><b>那么对于中短端债券来说,资金成本的下降为其提供了足够的息差保护</b></span><span>,这意味着中短端债券依然会有较好的需求。中短端利率下行导致债券收益率曲线陡峭化,在经济下行压力仍在发酵的背景下,陡峭化的收益率曲线也会推动长端利率走低。</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/ba4a7e97cf7c1b25c5057be5764e8127\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>统计时间:2020.3.20-2020.3. 26</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/5835da50c24f912a56c91a10cd9159c4\"></p>\n<p></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>数据截止:2020.3.26</span></p>\n<p><img src=\"https://static.tigerbbs.com/500f2d8dc81fe79e86f62ba8af03c881\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>数据截止:2020.3.26</span></p>\n<p><b><span>商品行情</span></b></p>\n<p><span>本周,随着美国流动性冲击的边际改善和美元贬值,商品市场普跌格局有所好转。其中,表现最好的当属贵金属板块,周涨幅超10%。在流动性极度紧张情况下,黄金因遭到集中性抛售价格承压,一旦流动性压力有所缓解,避险需求必然再次带动金价回升。白银与黄金价格存在相对稳定的关系,再加上之前白银急跌和较大的跌幅,一旦市场情绪改善,白银价格也有回升的需求。</span></p>\n<p></p>\n<p><span>近期,疫情逐渐在南美地区蔓延,导致当地玉米、大豆等农产品出口堪忧,供给端的冲击提振价格,带动农产品板块上涨。金属板块在周一大跌之后开始缓慢回升,整体小幅收跌。虽然本周原油价格有所回稳,但整体的化工产业链需求依然较弱,能化板块整体继续承压,但周内跌幅较之前明显收窄。</span></p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/8c85f326f659551555182e1e6f3bc70e\"></p>\n<p><span>数据来源:同花顺,诺亚研究工作坊</span></p>\n<p><span>数据截止:2020.3.26</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150962984","content_text":"股票市场\n本周虽然国际疫情仍在扩散,但随着美联储在周一祭出无限量QE,美国流动性冲击有舒缓迹象,主要发达国家股市均出现爆发式回升。\n\nA股方面,本周国内多项消费及行业刺激政策密集出台,二季度消费复苏的确定性增强,而国外疫情持续恶化使得市场对于外需下降的担忧加重,导致A股指数分化。整体来看,上证指数表现相较深证成指及创业板指明显较强,市场偏向大盘成长风格。截至周五收盘,上证综指本周上涨1.0%,深证成指和创业板指分别微跌0.4%和0.6%。\n\n量能方面,本周A股继续缩量,沪深两市每日平均成交额从上周的8316亿元回落到本周的6855亿元。全周来看,两市共成交3.4万亿元,较上周下降18%。\n\n外资方面,本周北向资金小幅净流入18.6亿元,结束连续两周的净流出趋势。主要增持的对象依旧是平安银行、美的集团等核心资产,贵州茅台自周二以来连续三天获得北向资金增持。\n\n数据来源:同花顺,诺亚研究工作坊\n统计时间:2020.3.23-2020.3.27\n\n数据来源:同花顺,诺亚研究工作坊\n统计时间:2019.3.28-2020.3.27\n\n数据来源:同花顺,诺亚研究工作坊\n统计时间:2019.3.29-2020.3.27\n行业方面,本周各行业走势分化明显,28个申万一级行业中,有16个行业上涨,12个行业出现下跌。涨幅居前的前三个行业分别是医药生物、食品饮料和银行。而跌幅居前的前三名则分别为电子、休闲服务和计算机。具体来说,本周医疗器械等医药生物子行业出现大幅上涨主要是受到国际社会对于我国防疫物资的采购需求骤升的直接利好。国内经济活动不断恢复加上多地在近期集中推出各类消费券刺激居民出门消费,促使市场对于白酒等食品饮料行业的复苏预期加强。此外,电子及计算机等科技行业本周表现继续走弱,主要是受到了国际疫情持续加重对其未来订单产生负面影响的预期加大。\n\n\n数据来源:同花顺,诺亚研究工作坊\n目前来看,随着湖北地区开始解禁,我国正式进入到疫情后的经济复苏阶段,各项激励内需消费的财政政策逐渐出台。当前包括北京、南京、杭州、宁波等城市以及浙江、安徽、四川、河北、广西等省份均已向居民发放包括餐饮、购物、旅游在内的不同种类消费券,而广州、佛山、长沙等地也出台了各自的汽车消费刺激政策。目前来看整个4月和5月很可能将迎来一波国内的消费高峰,尤其是今年长达五天的五一假期将有利于我国各地的旅游行业复苏,并带动各地方的消费。虽然在疫情期间,消费受到的冲击最大,但在疫情之后消费的复苏确定性更强。我们认为,财政刺激政策将会加快消费的复苏,A股消费板块或正处于布局良机。\n\n债市行情\n\n本周央行公开市场继续保持零操作,但资金面较之前表现出更为宽裕,隔夜加权回购利率进一步下降至0.9%附近,基本接近于2009年历史最低点,说明资金多淤积在金融市场内部流转。在美联储推出的多项解决流动性冲击举措之后,市场反应较为积极,美元指数从高点快速回落,重新回到100以下;TED利差指数虽还在上升,但幅度已明显放缓,流动性问题已开始边际改善。债券市场,短端利率受资金面泛滥推动大幅下行,长端利率在海外流动性冲击减缓以及阶段性的调整之后,利率曲线陡峭化带动其进一步下行。\n\n目前来看,市场对于国内经济预期仍然在不断的下修,再叠加海外信用风险的恐慌性传导,国内信用风险溢价也因此持续上升,信用利差较上周再次走扩。\n\n目前来看,债券市场利率虽然已经下行到了历史低位,但如果我们去看货币市场利率的话,春节以来下行幅度要明显高于债券市场利率。那么对于中短端债券来说,资金成本的下降为其提供了足够的息差保护,这意味着中短端债券依然会有较好的需求。中短端利率下行导致债券收益率曲线陡峭化,在经济下行压力仍在发酵的背景下,陡峭化的收益率曲线也会推动长端利率走低。\n\n\n数据来源:同花顺,诺亚研究工作坊\n统计时间:2020.3.20-2020.3. 26\n\n\n\n数据来源:同花顺,诺亚研究工作坊\n数据截止:2020.3.26\n\n数据来源:同花顺,诺亚研究工作坊\n数据截止:2020.3.26\n商品行情\n本周,随着美国流动性冲击的边际改善和美元贬值,商品市场普跌格局有所好转。其中,表现最好的当属贵金属板块,周涨幅超10%。在流动性极度紧张情况下,黄金因遭到集中性抛售价格承压,一旦流动性压力有所缓解,避险需求必然再次带动金价回升。白银与黄金价格存在相对稳定的关系,再加上之前白银急跌和较大的跌幅,一旦市场情绪改善,白银价格也有回升的需求。\n\n近期,疫情逐渐在南美地区蔓延,导致当地玉米、大豆等农产品出口堪忧,供给端的冲击提振价格,带动农产品板块上涨。金属板块在周一大跌之后开始缓慢回升,整体小幅收跌。虽然本周原油价格有所回稳,但整体的化工产业链需求依然较弱,能化板块整体继续承压,但周内跌幅较之前明显收窄。\n\n\n数据来源:同花顺,诺亚研究工作坊\n数据截止:2020.3.26","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929699495,"gmtCreate":1585315070617,"gmtModify":1704357839483,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545788056468626","authorIdStr":"3545788056468626"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>反水了?","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>反水了?","text":"$A50指数主连(CNmain)$反水了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929699495","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929845024,"gmtCreate":1585309139868,"gmtModify":1704357807287,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545788056468626","authorIdStr":"3545788056468626"},"themes":[],"htmlText":"当起了美联储","listText":"当起了美联储","text":"当起了美联储","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929845024","repostId":"1195623560","repostType":4,"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929842572,"gmtCreate":1585309120596,"gmtModify":1704357807116,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545788056468626","authorIdStr":"3545788056468626"},"themes":[],"htmlText":"不是内幕是啥","listText":"不是内幕是啥","text":"不是内幕是啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929842572","repostId":"1123314881","repostType":4,"repost":{"id":"1123314881","kind":"news","pubTimestamp":1585307938,"share":"https://www.laohu8.com/m/news/1123314881?lang=&edition=full","pubTime":"2020-03-27 19:18","market":"us","language":"zh","title":"精准逃顶?美股暴跌前夕,贝佐斯等抛售数十亿美元股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1123314881","media":"腾讯美股","summary":"《华尔街日报》研究了超过4000份监管文件之后发现,从2月上旬到上周结束,以贝佐斯(Jeff Bezos)为代表的众多美国企业高管总计售出了他们持有的自家公司股票累计92亿美元,其中大部分交易都发生在","content":"<p><img src=\"https://static.tigerbbs.com/08a48ad2a259693ce2ee2cc4c64e6174\" /></p><p>《华尔街日报》研究了超过4000份监管文件之后发现,从2月上旬到上周结束,以贝佐斯(Jeff Bezos)为代表的众多美国企业高管总计售出了他们持有的自家公司股票累计92亿美元,其中大部分交易都发生在暴跌前夕。由于交易的巧妙时机,他们避开了最高可达19亿美元的潜在亏损。</p><p>世界首富贝佐斯(Jeff Bezos)是头号大卖家,在2月第一周,即市场见顶前夜,他售出了价值34亿美元的亚马逊股票, 如果他将这些股票继续持有到3月20日,便将亏损约3.17亿美元。这些卖出的股票相当于他持有的亚马逊股票的约3%,几乎接近于他之前十二个月时间当中售股的总和。</p><p><br /><img src=\"https://static.tigerbbs.com/8b7be2706f7b6fe3e4a9e3d14887ee00\" /></p><p>虽然已知情况并不足以说明这些高管是根据某些内幕消息做出了售股的决定——邮报解释说,出于税务方面的考虑,高管们经常会在年初售股,但是报道同时指出,这个售股季节当中,高管们的出售总量要比过去两年高出了大约三分之一。</p><p><br /><img src=\"https://static.tigerbbs.com/22735aa64033416a5fe3971e050f7bf9\" /></p><p>其他大量售股的高管还有贝莱德的芬克(Laurence Fink)、IHS Markit的阿格拉(Lance Uggla)等人。</p><p>“虽然贝佐斯的额度占据了2020年这一波售股的超过三分之一,但是同时也有数以千计的其他内线人士出售了股票。邮报分析发现,有超过150位企业高管在之前十二个月当中都不曾卖掉一只股票,但是2月到3月间却出售了至少100万美元的股票。”</p><p>“华尔街机构的高管们售股力度也非常可观,比如,2月14日,贝莱德首席执行官芬克售出了价值2500万美元的自家公司股票,避免了后来潜在的930万美元亏损,还有数据和分析公司IHS Markit首席执行官阿格拉,2月19日售出了价值4700万美元的自家公司股票,而如果他继续持有这些股票,后者的价值将缩水1920万美元。IHS Markit的发言人称,这一售股交易是按照预设计划进行的。”</p><p><br /><img src=\"https://static.tigerbbs.com/fabcb4e17332486f9dc4959f8846d5c7\" /></p><p>贝莱德的发言人则表示,芬克出售的贝莱德股票相对于他持有的总量,其实占比很低(根据最新的监管文件,不到5%),而且去年同期,他也卖掉了大约1800万美元的股票。</p><p>米高梅国际酒店首席执行官莫伦(James Murren)也靠着时机完美的出售避开了可观的损失。他在2月19日至20日的市场顶部卖掉了价值2200万美元的股票,挽救了自己1590万美元的财富。米高梅发言人表示,这一售股交易与莫伦之前一周接受内华达州州长西苏拉克(Steve Sisolak)请求,从公司离职前往当地负责抗疫工作的决定有关。</p><p>“那些之前一年都没有卖出过股票,但是现在却做出了大动作的高管包括Apollo Global Management联席创始人、董事罗温(Marc Rowan)等。他2月及3月上旬出售了价值9900万美元的本公司股票,避开了4000万美元的理论损失。公司的发言人称,Apollo已经公开发布了去年秋季就已经制定好的计划,后者允许罗温卖出这些股票。”</p><p><br /><img src=\"https://static.tigerbbs.com/3e9cfe85e6e9ee1148a2a23f19dbafc9\" /></p><p>如报道所指出的,一些售股是基于自动执行的10b5-1计划,而股市暴跌的开始可能触发了众多这样的计划。</p><p>其实,在近年来美股回购操作力度达到史上最高点的情况下,内线人士卖出也是不足为奇的。</p><p>简单来说就是,第一步,企业发行了规模创纪录的债务。第二步,企业用得来的资金回购了规模创纪录的自家股票。第三步,企业内线人士将接近创纪录规模的股票卖回给自己的公司——尽管与此同时,散户还在蜂拥大量买进,推动标普500指数持续走高。</p><p><br /><img src=\"https://static.tigerbbs.com/bf528a7eac8bac5e0c877b45fdaca6fb\" /></p><p>事实上,在新冠病毒疫情刚刚开始爆发,甚至开始一点点波及美国时,高管们便已经在加大卖出的力度了。</p><p>企业管理专家爱普斯坦(Adam Epstein)是许多首席执行官的顾问,参与帮助他们制定了不少投资组合管理计划。他总结道:“即便企业内线人士售股是基于预设的计划,也不能改变一个最基本的规律,即当首席执行官们开始出售自家的股票,这对投资者而言总是坏消息。”</p><p>只不过,这一次他们卖出股票的时机实在是太完美了。</p>","source":"txmg","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>精准逃顶?美股暴跌前夕,贝佐斯等抛售数十亿美元股票</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; }\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精准逃顶?美股暴跌前夕,贝佐斯等抛售数十亿美元股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-27 19:18 北京时间 <a href=https://mp.weixin.qq.com/s/dosc2lrxZJqNU8TtsgiuFA><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《华尔街日报》研究了超过4000份监管文件之后发现,从2月上旬到上周结束,以贝佐斯(Jeff Bezos)为代表的众多美国企业高管总计售出了他们持有的自家公司股票累计92亿美元,其中大部分交易都发生在暴跌前夕。由于交易的巧妙时机,他们避开了最高可达19亿美元的潜在亏损。世界首富贝佐斯(Jeff Bezos)是头号大卖家,在2月第一周,即市场见顶前夜,他售出了价值34亿美元的亚马逊股票, 如果他将...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dosc2lrxZJqNU8TtsgiuFA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/08a48ad2a259693ce2ee2cc4c64e6174","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://mp.weixin.qq.com/s/dosc2lrxZJqNU8TtsgiuFA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123314881","content_text":"《华尔街日报》研究了超过4000份监管文件之后发现,从2月上旬到上周结束,以贝佐斯(Jeff Bezos)为代表的众多美国企业高管总计售出了他们持有的自家公司股票累计92亿美元,其中大部分交易都发生在暴跌前夕。由于交易的巧妙时机,他们避开了最高可达19亿美元的潜在亏损。世界首富贝佐斯(Jeff Bezos)是头号大卖家,在2月第一周,即市场见顶前夜,他售出了价值34亿美元的亚马逊股票, 如果他将这些股票继续持有到3月20日,便将亏损约3.17亿美元。这些卖出的股票相当于他持有的亚马逊股票的约3%,几乎接近于他之前十二个月时间当中售股的总和。虽然已知情况并不足以说明这些高管是根据某些内幕消息做出了售股的决定——邮报解释说,出于税务方面的考虑,高管们经常会在年初售股,但是报道同时指出,这个售股季节当中,高管们的出售总量要比过去两年高出了大约三分之一。其他大量售股的高管还有贝莱德的芬克(Laurence Fink)、IHS Markit的阿格拉(Lance Uggla)等人。“虽然贝佐斯的额度占据了2020年这一波售股的超过三分之一,但是同时也有数以千计的其他内线人士出售了股票。邮报分析发现,有超过150位企业高管在之前十二个月当中都不曾卖掉一只股票,但是2月到3月间却出售了至少100万美元的股票。”“华尔街机构的高管们售股力度也非常可观,比如,2月14日,贝莱德首席执行官芬克售出了价值2500万美元的自家公司股票,避免了后来潜在的930万美元亏损,还有数据和分析公司IHS Markit首席执行官阿格拉,2月19日售出了价值4700万美元的自家公司股票,而如果他继续持有这些股票,后者的价值将缩水1920万美元。IHS Markit的发言人称,这一售股交易是按照预设计划进行的。”贝莱德的发言人则表示,芬克出售的贝莱德股票相对于他持有的总量,其实占比很低(根据最新的监管文件,不到5%),而且去年同期,他也卖掉了大约1800万美元的股票。米高梅国际酒店首席执行官莫伦(James Murren)也靠着时机完美的出售避开了可观的损失。他在2月19日至20日的市场顶部卖掉了价值2200万美元的股票,挽救了自己1590万美元的财富。米高梅发言人表示,这一售股交易与莫伦之前一周接受内华达州州长西苏拉克(Steve Sisolak)请求,从公司离职前往当地负责抗疫工作的决定有关。“那些之前一年都没有卖出过股票,但是现在却做出了大动作的高管包括Apollo Global Management联席创始人、董事罗温(Marc Rowan)等。他2月及3月上旬出售了价值9900万美元的本公司股票,避开了4000万美元的理论损失。公司的发言人称,Apollo已经公开发布了去年秋季就已经制定好的计划,后者允许罗温卖出这些股票。”如报道所指出的,一些售股是基于自动执行的10b5-1计划,而股市暴跌的开始可能触发了众多这样的计划。其实,在近年来美股回购操作力度达到史上最高点的情况下,内线人士卖出也是不足为奇的。简单来说就是,第一步,企业发行了规模创纪录的债务。第二步,企业用得来的资金回购了规模创纪录的自家股票。第三步,企业内线人士将接近创纪录规模的股票卖回给自己的公司——尽管与此同时,散户还在蜂拥大量买进,推动标普500指数持续走高。事实上,在新冠病毒疫情刚刚开始爆发,甚至开始一点点波及美国时,高管们便已经在加大卖出的力度了。企业管理专家爱普斯坦(Adam Epstein)是许多首席执行官的顾问,参与帮助他们制定了不少投资组合管理计划。他总结道:“即便企业内线人士售股是基于预设的计划,也不能改变一个最基本的规律,即当首席执行官们开始出售自家的股票,这对投资者而言总是坏消息。”只不过,这一次他们卖出股票的时机实在是太完美了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920668305,"gmtCreate":1585010876907,"gmtModify":1704356538974,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545788056468626","authorIdStr":"3545788056468626"},"themes":[],"htmlText":"跌到回到韭菜","listText":"跌到回到韭菜","text":"跌到回到韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920668305","repostId":"2021896611","repostType":4,"repost":{"id":"2021896611","kind":"highlight","pubTimestamp":1585007940,"share":"https://www.laohu8.com/m/news/2021896611?lang=&edition=full","pubTime":"2020-03-24 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Ackman)周一表示押注美国经济复苏,投资了25亿美元的股票,提高投资组合中公司的头寸并再投资于如星巴克(SBUX.US)等其他公司。他表示,已撤销了旗下基金中所有空头头寸,这些头寸原本是为了对冲近期风险所设置的。阿克曼表示,他的对冲基金在过去10到12天内已将所得资金用于投资组合中数家公司的投资,其中包括劳氏(LOW.US)、希尔顿全球控股公司(HLT.US)和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/285190.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20200324/20200324052936_84827.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.zhitongcaijing.com/content/detail/285190.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2021896611","content_text":"传奇投资人阿克曼(Bill 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18:30","market":"us","language":"zh","title":"普华永道回应瑞幸造假:我们完全没有参与过瑞幸IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1130294174","media":"凤凰网财经","summary":"4月2日晚间,瑞幸咖啡发布初步调查显示,从2019年第二季度到2019年第四季度虚假交易22亿元。4月3日,瑞幸财务造假事件持续发酵,证监会发文称将高度关注瑞幸咖啡财务造假事件,对造假行为表示强烈谴责","content":"<p>4月2日晚间,<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>发布初步调查显示,从2019年第二季度到2019年第四季度虚假交易22亿元。4月3日,瑞幸财务造假事件持续发酵,证监会发文称将高度关注瑞幸咖啡财务造假事件,对造假行为表示强烈谴责。另一边,网友戏称瑞幸事件席卷金融圈,“做审计的是安永,做ipo的是普华永道,信誓旦旦出收入不存在造假报告的是中金,预测盈利三年涨三十倍的是摩根。”</p><p>回顾瑞幸的狂奔之路,从成立到上市只用了18个月,服务其IPO的各方合作中介机构功不可没。据悉,瑞幸咖啡IPO的服务团队包括:瑞信、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、中金国际、<a href=\"https://laohu8.com/S/00665\">海通国际</a>,为其联合承销商;安永为其审计机构。</p><p><b>至于普华永道为何被“无辜卷入”?凤凰网财经了解到,瑞幸咖啡首席财务官兼首席战略官</b>Reinout Schakel曾任职于普华永道。凤凰网财经第一时间联系了普华永道相关负责人。该负责人明确表示,普华永道并没有参与过瑞幸咖啡IPO的任何过程,并且与瑞幸公司没有任何接触,“他们很明显是我们竞争对手的客户”。</p><p><b>凤凰网财经:普华永道是否曾参与过瑞幸上市或在项目初期有过接触?</b></p><p><b>普华永道:</b>“他们IPO前期在国内选择公司、机构去合作的时候,肯定是通过正规招投标的过程,这个过程肯定有公开记录可查。可能很多公司包括四大在内都参与其中,但它们最终选择了安永,其后与我们没有任何合作。”</p><p><b>凤凰网财经:瑞幸的CFO Reinout Schakel,作为瑞幸上市的关键人物,曾经供职于普华,所以很多网友认为普华永道也在瑞幸合作的“图谱”内?</b></p><p><b>普华永道:</b>“其实很多公司的财务负责人都出身于普华。但瑞幸的CFO只有在很多年前,曾在普华永道工作过两年时间,并且是比较Junior Position(初级岗位),到现在已经有十几年的时间,期间与我们也并没有什么联系。我们也尝试在内部的关系网中查询过,但他并没有登记在其中。</p><p>另外可以说他主要的工作经历、现在做到的职位,都与普华没有太大的关系,因为当初他只是Advisor&Analyst,意思就是刚步入这个行业的初级职位,是不能够根现在(首席)的位置相比较的,在普华之后他也有很多其他的就职经历。”</p><p>从linkin公开资料显示,Reinout Schakel仅于2006年至2008年间供职于普华永道。</p><p><img src=\"https://static.tigerbbs.com/cf31f5e3264ca79b1a43cf4c15a5055f\" /></p><p><b>凤凰网财经:以您的专业角度来看这个事件,规模如此之大的财务造假,何以能瞒过专业的审计机构?</b></p><p><b>普华永道:</b>“这个很难讲,他们具体操作的人会清楚吧,我们没有操作过这个项目,没做他们公司的业务,我们肯定不会了解的。而且财务造假首先是要去确认,他具体是有哪一块的财务数据的造假,但我们现在都不知道这些信息,目前收到的公开信息与你们都是一样的,我们并没有内部渠道能清楚他们的内部信息。”</p><p>此后,有媒体称“是安永派出团队推动瑞幸披露舞弊”,多达十几人,而安永为瑞幸咖啡做审计的团队人数超过20人。但截至发稿,并未从安永官方证实上述消息。</p>","source":"ifeng_highlight","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>普华永道回应瑞幸造假:我们完全没有参与过瑞幸IPO</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普华永道回应瑞幸造假:我们完全没有参与过瑞幸IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-03 18:30 北京时间 <a href=http://finance.ifeng.com/c/7vNDRHaAEiG><strong>凤凰网财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月2日晚间,瑞幸咖啡发布初步调查显示,从2019年第二季度到2019年第四季度虚假交易22亿元。4月3日,瑞幸财务造假事件持续发酵,证监会发文称将高度关注瑞幸咖啡财务造假事件,对造假行为表示强烈谴责。另一边,网友戏称瑞幸事件席卷金融圈,“做审计的是安永,做ipo的是普华永道,信誓旦旦出收入不存在造假报告的是中金,预测盈利三年涨三十倍的是摩根。”回顾瑞幸的狂奔之路,从成立到上市只用了18个月,服务...</p>\n\n<a href=\"http://finance.ifeng.com/c/7vNDRHaAEiG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ffd22692fde6dc724d4b6e8fc44ab9","relate_stocks":{},"source_url":"http://finance.ifeng.com/c/7vNDRHaAEiG","is_english":false,"share_image_url":"https://static.laohu8.com/c960c7f4c0092beb709d7c2cf507bdee","article_id":"1130294174","content_text":"4月2日晚间,瑞幸咖啡发布初步调查显示,从2019年第二季度到2019年第四季度虚假交易22亿元。4月3日,瑞幸财务造假事件持续发酵,证监会发文称将高度关注瑞幸咖啡财务造假事件,对造假行为表示强烈谴责。另一边,网友戏称瑞幸事件席卷金融圈,“做审计的是安永,做ipo的是普华永道,信誓旦旦出收入不存在造假报告的是中金,预测盈利三年涨三十倍的是摩根。”回顾瑞幸的狂奔之路,从成立到上市只用了18个月,服务其IPO的各方合作中介机构功不可没。据悉,瑞幸咖啡IPO的服务团队包括:瑞信、摩根士丹利、中金国际、海通国际,为其联合承销商;安永为其审计机构。至于普华永道为何被“无辜卷入”?凤凰网财经了解到,瑞幸咖啡首席财务官兼首席战略官Reinout Schakel曾任职于普华永道。凤凰网财经第一时间联系了普华永道相关负责人。该负责人明确表示,普华永道并没有参与过瑞幸咖啡IPO的任何过程,并且与瑞幸公司没有任何接触,“他们很明显是我们竞争对手的客户”。凤凰网财经:普华永道是否曾参与过瑞幸上市或在项目初期有过接触?普华永道:“他们IPO前期在国内选择公司、机构去合作的时候,肯定是通过正规招投标的过程,这个过程肯定有公开记录可查。可能很多公司包括四大在内都参与其中,但它们最终选择了安永,其后与我们没有任何合作。”凤凰网财经:瑞幸的CFO Reinout Schakel,作为瑞幸上市的关键人物,曾经供职于普华,所以很多网友认为普华永道也在瑞幸合作的“图谱”内?普华永道:“其实很多公司的财务负责人都出身于普华。但瑞幸的CFO只有在很多年前,曾在普华永道工作过两年时间,并且是比较Junior Position(初级岗位),到现在已经有十几年的时间,期间与我们也并没有什么联系。我们也尝试在内部的关系网中查询过,但他并没有登记在其中。另外可以说他主要的工作经历、现在做到的职位,都与普华没有太大的关系,因为当初他只是Advisor&Analyst,意思就是刚步入这个行业的初级职位,是不能够根现在(首席)的位置相比较的,在普华之后他也有很多其他的就职经历。”从linkin公开资料显示,Reinout Schakel仅于2006年至2008年间供职于普华永道。凤凰网财经:以您的专业角度来看这个事件,规模如此之大的财务造假,何以能瞒过专业的审计机构?普华永道:“这个很难讲,他们具体操作的人会清楚吧,我们没有操作过这个项目,没做他们公司的业务,我们肯定不会了解的。而且财务造假首先是要去确认,他具体是有哪一块的财务数据的造假,但我们现在都不知道这些信息,目前收到的公开信息与你们都是一样的,我们并没有内部渠道能清楚他们的内部信息。”此后,有媒体称“是安永派出团队推动瑞幸披露舞弊”,多达十几人,而安永为瑞幸咖啡做审计的团队人数超过20人。但截至发稿,并未从安永官方证实上述消息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929482865,"gmtCreate":1585575632757,"gmtModify":1704358284183,"author":{"id":"3545788056468626","authorId":"3545788056468626","name":"思考钻头","avatar":"https://static.tigerbbs.com/61b36f8de30493fc1e2a8fe5d60d2943","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545788056468626","idStr":"3545788056468626"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>老大出场,果然拉风","listText":"<a 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19:16","market":"sh","language":"zh","title":"中共中央政治局:引导贷款市场利率下行","url":"https://stock-news.laohu8.com/highlight/detail?id=1195623560","media":"老虎资讯综合","summary":"中共中央政治局3月27日召开会议,分析国内外新冠肺炎疫情防控和经济运行形势,研究部署进一步统筹推进疫情防控和经济社会发展工作,审议《关于2019年脱贫攻坚成效考核等情况的汇报》和《关于中央脱贫攻坚专项","content":"<p>中共中央政治局3月27日召开会议,分析国内外新冠肺炎疫情防控和经济运行形势,研究部署进一步统筹推进疫情防控和经济社会发展工作,审议《关于2019年脱贫攻坚成效考核等情况的汇报》和《关于中央脱贫攻坚专项巡视「回头看」情况的综合报告》。中共中央总书记习近平主持会议。</p><p>3月25日,习近平总书记主持召开中央政治局常委会会议,听取疫情防控工作和当前经济形势的汇报,研究当前疫情防控和经济工作,决定将有关意见提请中央政治局会议审议。</p><p>会议认为,经过全国上下和广大人民群众艰苦努力,疫情防控取得阶段性重要成效,经济社会秩序加快恢复,成绩来之不易。当前,国内外疫情防控和经济形势正在发生新的重大变化,境外疫情呈加速扩散蔓延态势,世界经济贸易增长受到严重冲击,我国疫情输入压力持续加大,经济发展特别是产业链恢复面临新的挑战。要因应国内外疫情防控新形势,及时完善我国疫情防控策略和应对举措,把重点放在外防输入、内防反弹上来,保持我国疫情防控形势持续向好态势。</p><p>会议强调,要继续抓紧抓实抓细疫情防控各项重点工作,不断巩固和拓展疫情防控成效。要毫不放松抓好重点地区疫情防控工作,继续做好医疗救治工作,加强对重症患者精准施治,最大限度提高治愈率、降低病亡率。对出院患者要做好医学观察、跟踪随访、恢复期康复工作。要完善社区防控措施,稳妥做好疫情善后工作,逐步恢复正常生产生活秩序。湖北省要同有关省份加强对接,有序做好本地人员外出就业、外地滞留在鄂人员返程等工作。要继续加强北京等其他重点地区防控。要健全低风险地区及时发现、快速处置、精准管控、有效救治的常态化防控机制,落实早发现、早报告、早隔离、早治疗要求,完善并及时启动相关防控预案,坚决防止疫情反弹。</p><p>会议指出,要加强对境外我国公民的关心关爱,驻外使领馆要做好领事保护、防护指导和物资保障,保护他们的生命安全和身体健康。要密切跟踪和分析全球疫情走势,快速精准识别和管控风险源风险点,加强口岸卫生检疫,优化入境流程,落实入境人员集中隔离要求,安排好生活服务和健康监测。要推进疫情防控国际合作,同世界卫生组织深化交流合作,继续向有关国家提供力所能及的帮助。</p><p>会议强调,要在疫情防控常态化条件下加快恢复生产生活秩序。各地区各部门要坚定信心、迎难而上、主动作为,统筹推进疫情防控和经济社会发展工作,坚定不移贯彻新发展理念,深化供给侧结构性改革,坚决打好三大攻坚战,加大宏观政策对冲力度,有效扩大内需,全面做好「六稳」工作,动态优化完善复工复产疫情防控措施指南,力争把疫情造成的损失降到最低限度,努力完成全年经济社会发展目标任务,确保实现决胜全面建成小康社会、决战脱贫攻坚目标任务。</p><p>会议指出,要加大宏观政策调节和实施力度。要抓紧研究提出积极应对的一揽子宏观政策措施,积极的财政政策要更加积极有为,稳健的货币政策要更加灵活适度,适当提高财政赤字率,发行特别国债,增加地方政府专项债券规模,引导贷款市场利率下行,保持流动性合理充裕。要落实好各项减税降费政策,加快地方政府专项债发行和使用,加紧做好重点项目前期准备和建设工作。要充分发挥再贷款再贴现、贷款延期还本付息等金融政策的牵引带动作用,疏通传导机制,缓解融资难融资贵,为疫情防控、复工复产和实体经济发展提供精准金融服务。对地方和企业反映的难点堵点问题,要抓紧梳理分析,及时加以解决,推动产业链协同复工复产达产。</p><p>会议强调,要加快释放国内市场需求,在防控措施到位前提下,要有序推动各类商场、市场复工复市,生活服务业正常经营。要扩大居民消费,合理增加公共消费,启动实体商店消费,保持线上新型消费热度不减。要加强国际经贸合作,加快国际物流供应链体系建设,保障国际货运畅通。</p><p>会议指出,要抓好农业生产和重要副食品保供稳价,抓紧组织好春管春播,加快把支农政策措施落实到田间地头,加强农作物病虫害防治和气象灾害防范。要继续抓好生猪产能恢复,解决好畜牧水产养殖面临的困难。要加大脱贫攻坚项目开工复工进度,帮助贫困劳动力尽快返岗就业,对因疫情返贫致贫人员及时落实帮扶措施。</p><p>会议强调,要在做好疫情防控的前提下,支持湖北有序复工复产。要加强对湖北经济社会发展的支持,制定专项支持政策,帮助湖北解决财政、融资、供应链等实际困难,支持湖北做好援企、稳岗、促就业、保民生等工作。</p><p>会议对脱贫攻坚成效考核和专项巡视「回头看」工作给予肯定。会议认为,在以习近平同志为核心的党中央坚强领导下,2019年脱贫攻坚年度减贫任务全面完成,省级党委和政府责任进一步压实,深度贫困地区攻坚成效明显,「两不愁三保障」突出问题总体解决,脱贫攻坚取得决定性成就。实践证明,党中央关于脱贫攻坚决策部署是正确的,精准脱贫方略是符合实际的,充分彰显了中国共产党领导和中国特色社会主义制度的政治优势。</p><p>会议指出,从脱贫攻坚成效考核和专项巡视「回头看」情况看,脱贫攻坚面临的任务依然艰巨复杂,剩下都是最难啃的「硬骨头」,巩固脱贫成果的任务非常繁重,局部地方、有的方面还有薄弱环节和工作不足,新冠肺炎疫情带来新的困难和挑战,夺取脱贫攻坚要付出更加艰苦的努力。各地区各部门要增强责任感、使命感、紧迫感,保持定力耐力,防止松懈、厌战思想,发扬连续作战的优良作风,坚持目标标准、坚持精准方略、坚持从严从实,保持脱贫攻坚政策总体稳定,继续加大投入力度、工作力度、帮扶力度,全面查缺补漏,加快补齐短板弱项,巩固脱贫成果,坚决打赢脱贫攻坚战,确保如期全面建成小康社会。</p><p>会议强调,脱贫攻坚已经进入决战倒计时,必须提高政治站位,较真碰硬狠抓工作落实。要强化政治担当,压实整改主体责任,党委(党组)领导班子特别是书记要以上率下亲自抓,把脱贫攻坚成效考核发现的问题和专项巡视「回头看」指出的问题、「不忘初心、牢记使命」主题教育检视出的问题等统筹起来,把问题整改和脱贫攻坚日常工作结合起来,一体整改落实到位。要强化日常监督,盯住整改形式主义、官僚主义问题不放,严肃查处不担当不作为乱作为、搞数字脱贫和虚假脱贫等问题,把全面从严治党要求贯穿脱贫攻坚全过程。要强化组织保障,深入推进抓党建促脱贫,全面提升贫困地区基层党组织作用,注重在脱贫攻坚一线考察、识别干部。要强化成果综合运用,举一反三促进工作,结合考核、巡视发现的共性问题,完善工作机制,增强工作合力,研究做好脱贫攻坚和乡村振兴战略、「十四五」规划衔接。</p><p>会议还研究了其他事项。</p>","collect":0,"html":"<!DOCTYPE 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}\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中共中央政治局:引导贷款市场利率下行\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\">2020-03-27 19:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中共中央政治局3月27日召开会议,分析国内外新冠肺炎疫情防控和经济运行形势,研究部署进一步统筹推进疫情防控和经济社会发展工作,审议《关于2019年脱贫攻坚成效考核等情况的汇报》和《关于中央脱贫攻坚专项巡视「回头看」情况的综合报告》。中共中央总书记习近平主持会议。</p><p>3月25日,习近平总书记主持召开中央政治局常委会会议,听取疫情防控工作和当前经济形势的汇报,研究当前疫情防控和经济工作,决定将有关意见提请中央政治局会议审议。</p><p>会议认为,经过全国上下和广大人民群众艰苦努力,疫情防控取得阶段性重要成效,经济社会秩序加快恢复,成绩来之不易。当前,国内外疫情防控和经济形势正在发生新的重大变化,境外疫情呈加速扩散蔓延态势,世界经济贸易增长受到严重冲击,我国疫情输入压力持续加大,经济发展特别是产业链恢复面临新的挑战。要因应国内外疫情防控新形势,及时完善我国疫情防控策略和应对举措,把重点放在外防输入、内防反弹上来,保持我国疫情防控形势持续向好态势。</p><p>会议强调,要继续抓紧抓实抓细疫情防控各项重点工作,不断巩固和拓展疫情防控成效。要毫不放松抓好重点地区疫情防控工作,继续做好医疗救治工作,加强对重症患者精准施治,最大限度提高治愈率、降低病亡率。对出院患者要做好医学观察、跟踪随访、恢复期康复工作。要完善社区防控措施,稳妥做好疫情善后工作,逐步恢复正常生产生活秩序。湖北省要同有关省份加强对接,有序做好本地人员外出就业、外地滞留在鄂人员返程等工作。要继续加强北京等其他重点地区防控。要健全低风险地区及时发现、快速处置、精准管控、有效救治的常态化防控机制,落实早发现、早报告、早隔离、早治疗要求,完善并及时启动相关防控预案,坚决防止疫情反弹。</p><p>会议指出,要加强对境外我国公民的关心关爱,驻外使领馆要做好领事保护、防护指导和物资保障,保护他们的生命安全和身体健康。要密切跟踪和分析全球疫情走势,快速精准识别和管控风险源风险点,加强口岸卫生检疫,优化入境流程,落实入境人员集中隔离要求,安排好生活服务和健康监测。要推进疫情防控国际合作,同世界卫生组织深化交流合作,继续向有关国家提供力所能及的帮助。</p><p>会议强调,要在疫情防控常态化条件下加快恢复生产生活秩序。各地区各部门要坚定信心、迎难而上、主动作为,统筹推进疫情防控和经济社会发展工作,坚定不移贯彻新发展理念,深化供给侧结构性改革,坚决打好三大攻坚战,加大宏观政策对冲力度,有效扩大内需,全面做好「六稳」工作,动态优化完善复工复产疫情防控措施指南,力争把疫情造成的损失降到最低限度,努力完成全年经济社会发展目标任务,确保实现决胜全面建成小康社会、决战脱贫攻坚目标任务。</p><p>会议指出,要加大宏观政策调节和实施力度。要抓紧研究提出积极应对的一揽子宏观政策措施,积极的财政政策要更加积极有为,稳健的货币政策要更加灵活适度,适当提高财政赤字率,发行特别国债,增加地方政府专项债券规模,引导贷款市场利率下行,保持流动性合理充裕。要落实好各项减税降费政策,加快地方政府专项债发行和使用,加紧做好重点项目前期准备和建设工作。要充分发挥再贷款再贴现、贷款延期还本付息等金融政策的牵引带动作用,疏通传导机制,缓解融资难融资贵,为疫情防控、复工复产和实体经济发展提供精准金融服务。对地方和企业反映的难点堵点问题,要抓紧梳理分析,及时加以解决,推动产业链协同复工复产达产。</p><p>会议强调,要加快释放国内市场需求,在防控措施到位前提下,要有序推动各类商场、市场复工复市,生活服务业正常经营。要扩大居民消费,合理增加公共消费,启动实体商店消费,保持线上新型消费热度不减。要加强国际经贸合作,加快国际物流供应链体系建设,保障国际货运畅通。</p><p>会议指出,要抓好农业生产和重要副食品保供稳价,抓紧组织好春管春播,加快把支农政策措施落实到田间地头,加强农作物病虫害防治和气象灾害防范。要继续抓好生猪产能恢复,解决好畜牧水产养殖面临的困难。要加大脱贫攻坚项目开工复工进度,帮助贫困劳动力尽快返岗就业,对因疫情返贫致贫人员及时落实帮扶措施。</p><p>会议强调,要在做好疫情防控的前提下,支持湖北有序复工复产。要加强对湖北经济社会发展的支持,制定专项支持政策,帮助湖北解决财政、融资、供应链等实际困难,支持湖北做好援企、稳岗、促就业、保民生等工作。</p><p>会议对脱贫攻坚成效考核和专项巡视「回头看」工作给予肯定。会议认为,在以习近平同志为核心的党中央坚强领导下,2019年脱贫攻坚年度减贫任务全面完成,省级党委和政府责任进一步压实,深度贫困地区攻坚成效明显,「两不愁三保障」突出问题总体解决,脱贫攻坚取得决定性成就。实践证明,党中央关于脱贫攻坚决策部署是正确的,精准脱贫方略是符合实际的,充分彰显了中国共产党领导和中国特色社会主义制度的政治优势。</p><p>会议指出,从脱贫攻坚成效考核和专项巡视「回头看」情况看,脱贫攻坚面临的任务依然艰巨复杂,剩下都是最难啃的「硬骨头」,巩固脱贫成果的任务非常繁重,局部地方、有的方面还有薄弱环节和工作不足,新冠肺炎疫情带来新的困难和挑战,夺取脱贫攻坚要付出更加艰苦的努力。各地区各部门要增强责任感、使命感、紧迫感,保持定力耐力,防止松懈、厌战思想,发扬连续作战的优良作风,坚持目标标准、坚持精准方略、坚持从严从实,保持脱贫攻坚政策总体稳定,继续加大投入力度、工作力度、帮扶力度,全面查缺补漏,加快补齐短板弱项,巩固脱贫成果,坚决打赢脱贫攻坚战,确保如期全面建成小康社会。</p><p>会议强调,脱贫攻坚已经进入决战倒计时,必须提高政治站位,较真碰硬狠抓工作落实。要强化政治担当,压实整改主体责任,党委(党组)领导班子特别是书记要以上率下亲自抓,把脱贫攻坚成效考核发现的问题和专项巡视「回头看」指出的问题、「不忘初心、牢记使命」主题教育检视出的问题等统筹起来,把问题整改和脱贫攻坚日常工作结合起来,一体整改落实到位。要强化日常监督,盯住整改形式主义、官僚主义问题不放,严肃查处不担当不作为乱作为、搞数字脱贫和虚假脱贫等问题,把全面从严治党要求贯穿脱贫攻坚全过程。要强化组织保障,深入推进抓党建促脱贫,全面提升贫困地区基层党组织作用,注重在脱贫攻坚一线考察、识别干部。要强化成果综合运用,举一反三促进工作,结合考核、巡视发现的共性问题,完善工作机制,增强工作合力,研究做好脱贫攻坚和乡村振兴战略、「十四五」规划衔接。</p><p>会议还研究了其他事项。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c8bc1fe0be333fe423f7c0c262d5319","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195623560","content_text":"中共中央政治局3月27日召开会议,分析国内外新冠肺炎疫情防控和经济运行形势,研究部署进一步统筹推进疫情防控和经济社会发展工作,审议《关于2019年脱贫攻坚成效考核等情况的汇报》和《关于中央脱贫攻坚专项巡视「回头看」情况的综合报告》。中共中央总书记习近平主持会议。3月25日,习近平总书记主持召开中央政治局常委会会议,听取疫情防控工作和当前经济形势的汇报,研究当前疫情防控和经济工作,决定将有关意见提请中央政治局会议审议。会议认为,经过全国上下和广大人民群众艰苦努力,疫情防控取得阶段性重要成效,经济社会秩序加快恢复,成绩来之不易。当前,国内外疫情防控和经济形势正在发生新的重大变化,境外疫情呈加速扩散蔓延态势,世界经济贸易增长受到严重冲击,我国疫情输入压力持续加大,经济发展特别是产业链恢复面临新的挑战。要因应国内外疫情防控新形势,及时完善我国疫情防控策略和应对举措,把重点放在外防输入、内防反弹上来,保持我国疫情防控形势持续向好态势。会议强调,要继续抓紧抓实抓细疫情防控各项重点工作,不断巩固和拓展疫情防控成效。要毫不放松抓好重点地区疫情防控工作,继续做好医疗救治工作,加强对重症患者精准施治,最大限度提高治愈率、降低病亡率。对出院患者要做好医学观察、跟踪随访、恢复期康复工作。要完善社区防控措施,稳妥做好疫情善后工作,逐步恢复正常生产生活秩序。湖北省要同有关省份加强对接,有序做好本地人员外出就业、外地滞留在鄂人员返程等工作。要继续加强北京等其他重点地区防控。要健全低风险地区及时发现、快速处置、精准管控、有效救治的常态化防控机制,落实早发现、早报告、早隔离、早治疗要求,完善并及时启动相关防控预案,坚决防止疫情反弹。会议指出,要加强对境外我国公民的关心关爱,驻外使领馆要做好领事保护、防护指导和物资保障,保护他们的生命安全和身体健康。要密切跟踪和分析全球疫情走势,快速精准识别和管控风险源风险点,加强口岸卫生检疫,优化入境流程,落实入境人员集中隔离要求,安排好生活服务和健康监测。要推进疫情防控国际合作,同世界卫生组织深化交流合作,继续向有关国家提供力所能及的帮助。会议强调,要在疫情防控常态化条件下加快恢复生产生活秩序。各地区各部门要坚定信心、迎难而上、主动作为,统筹推进疫情防控和经济社会发展工作,坚定不移贯彻新发展理念,深化供给侧结构性改革,坚决打好三大攻坚战,加大宏观政策对冲力度,有效扩大内需,全面做好「六稳」工作,动态优化完善复工复产疫情防控措施指南,力争把疫情造成的损失降到最低限度,努力完成全年经济社会发展目标任务,确保实现决胜全面建成小康社会、决战脱贫攻坚目标任务。会议指出,要加大宏观政策调节和实施力度。要抓紧研究提出积极应对的一揽子宏观政策措施,积极的财政政策要更加积极有为,稳健的货币政策要更加灵活适度,适当提高财政赤字率,发行特别国债,增加地方政府专项债券规模,引导贷款市场利率下行,保持流动性合理充裕。要落实好各项减税降费政策,加快地方政府专项债发行和使用,加紧做好重点项目前期准备和建设工作。要充分发挥再贷款再贴现、贷款延期还本付息等金融政策的牵引带动作用,疏通传导机制,缓解融资难融资贵,为疫情防控、复工复产和实体经济发展提供精准金融服务。对地方和企业反映的难点堵点问题,要抓紧梳理分析,及时加以解决,推动产业链协同复工复产达产。会议强调,要加快释放国内市场需求,在防控措施到位前提下,要有序推动各类商场、市场复工复市,生活服务业正常经营。要扩大居民消费,合理增加公共消费,启动实体商店消费,保持线上新型消费热度不减。要加强国际经贸合作,加快国际物流供应链体系建设,保障国际货运畅通。会议指出,要抓好农业生产和重要副食品保供稳价,抓紧组织好春管春播,加快把支农政策措施落实到田间地头,加强农作物病虫害防治和气象灾害防范。要继续抓好生猪产能恢复,解决好畜牧水产养殖面临的困难。要加大脱贫攻坚项目开工复工进度,帮助贫困劳动力尽快返岗就业,对因疫情返贫致贫人员及时落实帮扶措施。会议强调,要在做好疫情防控的前提下,支持湖北有序复工复产。要加强对湖北经济社会发展的支持,制定专项支持政策,帮助湖北解决财政、融资、供应链等实际困难,支持湖北做好援企、稳岗、促就业、保民生等工作。会议对脱贫攻坚成效考核和专项巡视「回头看」工作给予肯定。会议认为,在以习近平同志为核心的党中央坚强领导下,2019年脱贫攻坚年度减贫任务全面完成,省级党委和政府责任进一步压实,深度贫困地区攻坚成效明显,「两不愁三保障」突出问题总体解决,脱贫攻坚取得决定性成就。实践证明,党中央关于脱贫攻坚决策部署是正确的,精准脱贫方略是符合实际的,充分彰显了中国共产党领导和中国特色社会主义制度的政治优势。会议指出,从脱贫攻坚成效考核和专项巡视「回头看」情况看,脱贫攻坚面临的任务依然艰巨复杂,剩下都是最难啃的「硬骨头」,巩固脱贫成果的任务非常繁重,局部地方、有的方面还有薄弱环节和工作不足,新冠肺炎疫情带来新的困难和挑战,夺取脱贫攻坚要付出更加艰苦的努力。各地区各部门要增强责任感、使命感、紧迫感,保持定力耐力,防止松懈、厌战思想,发扬连续作战的优良作风,坚持目标标准、坚持精准方略、坚持从严从实,保持脱贫攻坚政策总体稳定,继续加大投入力度、工作力度、帮扶力度,全面查缺补漏,加快补齐短板弱项,巩固脱贫成果,坚决打赢脱贫攻坚战,确保如期全面建成小康社会。会议强调,脱贫攻坚已经进入决战倒计时,必须提高政治站位,较真碰硬狠抓工作落实。要强化政治担当,压实整改主体责任,党委(党组)领导班子特别是书记要以上率下亲自抓,把脱贫攻坚成效考核发现的问题和专项巡视「回头看」指出的问题、「不忘初心、牢记使命」主题教育检视出的问题等统筹起来,把问题整改和脱贫攻坚日常工作结合起来,一体整改落实到位。要强化日常监督,盯住整改形式主义、官僚主义问题不放,严肃查处不担当不作为乱作为、搞数字脱贫和虚假脱贫等问题,把全面从严治党要求贯穿脱贫攻坚全过程。要强化组织保障,深入推进抓党建促脱贫,全面提升贫困地区基层党组织作用,注重在脱贫攻坚一线考察、识别干部。要强化成果综合运用,举一反三促进工作,结合考核、巡视发现的共性问题,完善工作机制,增强工作合力,研究做好脱贫攻坚和乡村振兴战略、「十四五」规划衔接。会议还研究了其他事项。","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}