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黑木鍇
2023-03-16
test,你和,你和,你和
黑木鍇
2021-11-09
$老虎证券(TIGR)$
Let’s see what the next big thing is gonna be.
黑木鍇
2021-09-11
$富途控股(FUTU)$
大家好,看好拿支票?
黑木鍇
2021-06-24
Test
抱歉,原内容已删除
黑木鍇
2021-05-22
先生千古
抱歉,原内容已删除
黑木鍇
2021-03-06
[财迷] [得意]
知乎向纽交所递交招股书,正式启动赴美上市
黑木鍇
2020-08-28
$小鹏汽车(XPEV)$
今晚能破25吗
黑木鍇
2020-08-13
$贝壳找房(BEKE)$
必须中签
黑木鍇
2020-08-10
不错
@黑木鍇:
$海底捞(06862)$
test
黑木鍇
2020-08-10
$海底捞(06862)$
test
黑木鍇
2020-08-06
不错的文章
@头套Snow:b站值得买吗?
黑木鍇
2020-06-06
re
抱歉,原内容已删除
黑木鍇
2020-05-11
$老虎证券(TIGR)$
这只票会涨起来吗?大家怎么看?
去老虎APP查看更多动态
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","text":"$老虎证券(TIGR)$Let’s see what the next big thing is gonna be.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/844412153","isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881382199,"gmtCreate":1631293223911,"gmtModify":1631293223911,"author":{"id":"3547289942135520","authorId":"3547289942135520","name":"黑木鍇","avatar":"https://static.tigerbbs.com/3c07664d195cd2a5d654142787651672","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547289942135520","authorIdStr":"3547289942135520"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>大家好,看好拿支票?","listText":"<a 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","listText":"先生千古 ","text":"先生千古","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139772845","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367760358,"gmtCreate":1614970254774,"gmtModify":1703483835851,"author":{"id":"3547289942135520","authorId":"3547289942135520","name":"黑木鍇","avatar":"https://static.tigerbbs.com/3c07664d195cd2a5d654142787651672","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547289942135520","authorIdStr":"3547289942135520"},"themes":[],"htmlText":"[财迷] [得意] ","listText":"[财迷] [得意] ","text":"[财迷] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367760358","repostId":"1154986292","repostType":2,"repost":{"id":"1154986292","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":1614961673,"share":"https://www.laohu8.com/m/news/1154986292?lang=&edition=full","pubTime":"2021-03-06 00:27","market":"us","language":"zh","title":"知乎向纽交所递交招股书,正式启动赴美上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1154986292","media":"老虎资讯综合","summary":"美东时间3月5日,中国最大的在线问答社区知乎正式向美国证监会递交首次公开招股书,计划在纽交所上市,代码为“ZH”。$$招股书显示,知乎2019年、2020年的营收分别为6.71亿元人民币和13.52亿元人民币,同比增长达101.7%。其中,广告收入从2019年的5.77亿元人民币升至2020年的8.43亿元人民币,同比增长46,但对总营收占比从86.1%降至62.4%,这意味着,知乎在商业多元化布局上初见所成。","content":"<p>美东时间3月5日,中国最大的在线问答社区知乎正式向美国证监会(SEC)递交首次公开招股书,计划在纽交所上市,代码为“ZH”。高盛、瑞信和摩根大通担任承销商。<a href=\"https://laohu8.com/S/ZH\">$(ZH)$</a><img src=\"https://static.tigerbbs.com/feaff0024cc3a86087dd8625a1c7b2f2\" tg-width=\"1024\" tg-height=\"682\" referrerpolicy=\"no-referrer\">招股书显示,知乎2019年、2020年的营收分别为6.71亿元人民币和13.52亿元人民币,同比增长达101.7%。其中,广告收入从2019年的5.77亿元人民币升至2020年的8.43亿元人民币,同比增长46,但对总营收占比从86.1%降至62.4%,这意味着,知乎在商业多元化布局上初见所成。</p><p>来自付费会员收入从2019年的8800万元人民币升至2020年的3.2亿元人民币,同比大涨264%,对总营收贡献从13.1%上升至23.7%。新开辟的营收途径-内容商业化解决方案2020年收入为1.36亿元人民币,占总营收贡献达10%;包括在线教育、电商在内的其他收入从445万元人民币大涨至5253万元人民币,同比爆增1,083%。</p><p> 运营数据方面,截至2020年12月31日,知乎累计拥有内容创作者4310万,累计贡献3.15亿条问答内容。2020年第四季度,知乎月均活跃用户(MAUs)为7570万,较20219年同期同比增长33%,2020年第四季度,用户在社区月均产生6.76亿次互动。</p><p>据灼识咨询(CIC),知乎是中国最大的高质量在线问答社区,也是中国前五大综合在线内容社区之一。灼识咨询(CIC)调查显示,知乎被公认为最值得信赖的在线内容社区,以高质量内容得到国民广泛认可。</p><p> 值得一提的是,知乎自创立以来颇受资本青睐。先后获得腾讯、快手、百度的战略投资。并获得包括今日资本、启明创投、赛富、创新工场等早期投资。这与知乎良好的社区氛围与规模化的优质内容积累密不可分。</p><p> 老虎资讯注意到,知乎成立于2010年12月,公司命名或来自《论语·问政》:“子曰:’由,诲女知之乎!知之为知之,不知为不知,是知也。’”知乎诞生之初对标美国知识问答社区Quora,随着一系列差异化运营,知乎先后进入了知识付费、直播、好物推荐、短视频领域,构建其完整的社区生态。知乎成立十年,与此前很多互联网企业上市案例相比,知乎的上市路程似乎慢了一些,但其创始人周源曾在接受专访时说道:知乎并不是一个短跑型产品,社区这样的产品形态,是需要比较长的时间积累。所有的事情特点都是一点一点的累计成长起来的,天然的就需要时间。</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>知乎向纽交所递交招股书,正式启动赴美上市</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知乎向纽交所递交招股书,正式启动赴美上市\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\">2021-03-06 00:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间3月5日,中国最大的在线问答社区知乎正式向美国证监会(SEC)递交首次公开招股书,计划在纽交所上市,代码为“ZH”。高盛、瑞信和摩根大通担任承销商。<a href=\"https://laohu8.com/S/ZH\">$(ZH)$</a><img src=\"https://static.tigerbbs.com/feaff0024cc3a86087dd8625a1c7b2f2\" tg-width=\"1024\" tg-height=\"682\" referrerpolicy=\"no-referrer\">招股书显示,知乎2019年、2020年的营收分别为6.71亿元人民币和13.52亿元人民币,同比增长达101.7%。其中,广告收入从2019年的5.77亿元人民币升至2020年的8.43亿元人民币,同比增长46,但对总营收占比从86.1%降至62.4%,这意味着,知乎在商业多元化布局上初见所成。</p><p>来自付费会员收入从2019年的8800万元人民币升至2020年的3.2亿元人民币,同比大涨264%,对总营收贡献从13.1%上升至23.7%。新开辟的营收途径-内容商业化解决方案2020年收入为1.36亿元人民币,占总营收贡献达10%;包括在线教育、电商在内的其他收入从445万元人民币大涨至5253万元人民币,同比爆增1,083%。</p><p> 运营数据方面,截至2020年12月31日,知乎累计拥有内容创作者4310万,累计贡献3.15亿条问答内容。2020年第四季度,知乎月均活跃用户(MAUs)为7570万,较20219年同期同比增长33%,2020年第四季度,用户在社区月均产生6.76亿次互动。</p><p>据灼识咨询(CIC),知乎是中国最大的高质量在线问答社区,也是中国前五大综合在线内容社区之一。灼识咨询(CIC)调查显示,知乎被公认为最值得信赖的在线内容社区,以高质量内容得到国民广泛认可。</p><p> 值得一提的是,知乎自创立以来颇受资本青睐。先后获得腾讯、快手、百度的战略投资。并获得包括今日资本、启明创投、赛富、创新工场等早期投资。这与知乎良好的社区氛围与规模化的优质内容积累密不可分。</p><p> 老虎资讯注意到,知乎成立于2010年12月,公司命名或来自《论语·问政》:“子曰:’由,诲女知之乎!知之为知之,不知为不知,是知也。’”知乎诞生之初对标美国知识问答社区Quora,随着一系列差异化运营,知乎先后进入了知识付费、直播、好物推荐、短视频领域,构建其完整的社区生态。知乎成立十年,与此前很多互联网企业上市案例相比,知乎的上市路程似乎慢了一些,但其创始人周源曾在接受专访时说道:知乎并不是一个短跑型产品,社区这样的产品形态,是需要比较长的时间积累。所有的事情特点都是一点一点的累计成长起来的,天然的就需要时间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feaff0024cc3a86087dd8625a1c7b2f2","relate_stocks":{"ZH":"知乎"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154986292","content_text":"美东时间3月5日,中国最大的在线问答社区知乎正式向美国证监会(SEC)递交首次公开招股书,计划在纽交所上市,代码为“ZH”。高盛、瑞信和摩根大通担任承销商。$(ZH)$招股书显示,知乎2019年、2020年的营收分别为6.71亿元人民币和13.52亿元人民币,同比增长达101.7%。其中,广告收入从2019年的5.77亿元人民币升至2020年的8.43亿元人民币,同比增长46,但对总营收占比从86.1%降至62.4%,这意味着,知乎在商业多元化布局上初见所成。来自付费会员收入从2019年的8800万元人民币升至2020年的3.2亿元人民币,同比大涨264%,对总营收贡献从13.1%上升至23.7%。新开辟的营收途径-内容商业化解决方案2020年收入为1.36亿元人民币,占总营收贡献达10%;包括在线教育、电商在内的其他收入从445万元人民币大涨至5253万元人民币,同比爆增1,083%。 运营数据方面,截至2020年12月31日,知乎累计拥有内容创作者4310万,累计贡献3.15亿条问答内容。2020年第四季度,知乎月均活跃用户(MAUs)为7570万,较20219年同期同比增长33%,2020年第四季度,用户在社区月均产生6.76亿次互动。据灼识咨询(CIC),知乎是中国最大的高质量在线问答社区,也是中国前五大综合在线内容社区之一。灼识咨询(CIC)调查显示,知乎被公认为最值得信赖的在线内容社区,以高质量内容得到国民广泛认可。 值得一提的是,知乎自创立以来颇受资本青睐。先后获得腾讯、快手、百度的战略投资。并获得包括今日资本、启明创投、赛富、创新工场等早期投资。这与知乎良好的社区氛围与规模化的优质内容积累密不可分。 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B站,一个越来越年轻的名字,目前是国内最接近youtube的网站。B站之前有土豆(王微与杨蕾离婚未能IPO)、优酷(阿里并购掉)、A站(被快手收购)等众多视频平台,它们的模式或多或少都有b站的影子,但是最终都没能将个人内容优势延续,逐渐在视频媒体领域边缘化,大部分仅作为内容分发平台,仅仅是高质量内容制作者的渠道商,过来撸念旧消费者羊毛。(具体观点我已在【阅文集团值得买吗】一文阐述) 再讲b站前,容我先絮叨下背景: 一、国内 让我们先看下国内的对标公司——字节跳动,关于字节跳动的券商研究报告实在太多了,大家可以自行搜索下载,我只谈下我的理解。 张一鸣的字节跳动(抖音、西瓜视频、今日头条的母公司)估值高达1400亿美金,距离其2012年成立时间也就8年。除券商研报写的什么AI算法推荐、精准广告,切入阿里电商腹地等这些商业业务估值外,我搅的bitedance只干了一件事:让个人IP迅速崛起,有了这,他就是灭霸!其他的都是附属品。 个人IP如何能迅速崛起?两个部分:【个人】和【迅速】。 首先,个人IP:随着4G网络商用,手机淘宝2014年成立,iPhone在2015年当年度销量登顶,紧接着拼多多2016年成立,可以说互联网元年是从2014-2015年开始的,自此3年内大量满足你基本or个性需求的APP横空出世,手机切入移动生活的方方面面,手机不仅仅是个机,是你我右手的好伴侣。人的物质基本需求得到了满足,更多的就是要精神需求的满足,如:认识很多哇塞的女孩、一分钟掌握更多的知识;某蛋的爱情八卦故事等等; 其次,迅速:现在大家都想快速快乐、快速成功、迅速赚钱恨不得一夜暴富;所以快速满足你需求的东西也快速的飞奔而来。如抖音:短视频龙头,一个哇塞的女孩(主角很靓)+动感的节拍(内容很酷)+酷炫的音乐(音乐很燃)=粉丝百万,一个短短十几秒的视频让多少人收割粉丝,","listText":"今天撸一撸b站,不聊财务聊战略 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10:30","market":"us","language":"zh","title":"拼多多瑞幸暴涨,特朗普“嗨”了,美股燃爆谁是幕后推手?","url":"https://stock-news.laohu8.com/highlight/detail?id=2041551180","media":"北京商报","summary":"非农就业从预期减少750万人到实际增加250.9万人,失业率从预期的19%到实际的13.3%,两组数据直接将美股送上了火箭筒,道指一度大涨1000点。意外且大幅度好于预期的数据让资本市场大喜过望,就连","content":"<div>\n<p>非农就业从预期减少750万人到实际增加250.9万人,失业率从预期的19%到实际的13.3%,两组数据直接将美股送上了火箭筒,道指一度大涨1000点。意外且大幅度好于预期的数据让资本市场大喜过望,就连特朗普也开始“飘了”,不断强调这些数据不可思议,同时不忘补充自己“做得很好”。但罕见的情况是,当美股直冲云霄的同时,也总有人担心,美股或许已经与实际脱离,资本市场持续繁荣,但经济的危险已经若隐若现。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006061030557a7adf54&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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#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拼多多瑞幸暴涨,特朗普“嗨”了,美股燃爆谁是幕后推手?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-06 10:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006061030557a7adf54&s=b><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>非农就业从预期减少750万人到实际增加250.9万人,失业率从预期的19%到实际的13.3%,两组数据直接将美股送上了火箭筒,道指一度大涨1000点。意外且大幅度好于预期的数据让资本市场大喜过望,就连特朗普也开始“飘了”,不断强调这些数据不可思议,同时不忘补充自己“做得很好”。但罕见的情况是,当美股直冲云霄的同时,也总有人担心,美股或许已经与实际脱离,资本市场持续繁荣,但经济的危险已经若隐若现。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006061030557a7adf54&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/75a495ea6a2b99a896e87eba4430367e","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006061030557a7adf54&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2041551180","content_text":"非农就业从预期减少750万人到实际增加250.9万人,失业率从预期的19%到实际的13.3%,两组数据直接将美股送上了火箭筒,道指一度大涨1000点。意外且大幅度好于预期的数据让资本市场大喜过望,就连特朗普也开始“飘了”,不断强调这些数据不可思议,同时不忘补充自己“做得很好”。但罕见的情况是,当美股直冲云霄的同时,也总有人担心,美股或许已经与实际脱离,资本市场持续繁荣,但经济的危险已经若隐若现。疯狂的美股北京时间今天凌晨美国CNBC发布消息,美国政府取消禁止中国客运航空公司飞往美国的计划。CNBC说,新规限制中国航空公司每周只能有两个飞往美国的航班班次。报道援引美国交通部称,这是“恢复中美航空公司在定期客运服务市场上的竞争平衡和公平平等的机会”。美股在本周最后一个交易日暴涨。当天,美国三大股指集体高开,道指涨近4%左右,盘中暴涨1000点,重回27000点关口,为3月4日以来首次,纳指涨超2%,标普500指数涨超3%。值得注意的是,道指已经收复了大部分熔断后的跌幅,纳指更是快突破历史新高。截至5日收盘,道指涨 829.16 点,涨幅为 3.15%,报收 27110.98 点;标普 500 指数涨 81.58 点,涨幅为 2.62%,报收 3193.93 点;纳指涨 198.27 点,涨幅为 2.06%,报收 9814.08 点。美国主要科技巨头全线上涨,Facebook 涨 1.98%,亚马逊涨 0.91%,苹果涨 2.85%,NetFlix 涨 1.27%,Alphabet 涨 1.86%,微软涨 2.34%。中国主要科技股绝大多数上涨,网易涨 5.03%,爱奇艺涨 1.75%,拼多多涨 5.18%,微博涨 2.56%,腾讯音乐跌 2.31%,阿里巴巴涨 0.69%,京东涨 4.46%,趣头条跌 3.44%。这一次引爆美股的是非农数据。美股开盘前,美国劳工部公布的数据显示,美国5月季调后非农就业人口意外暴增250.9万人,而在最初的预测里,这一数据为减少750万人。值得注意的是,250.9万的非农就业增加数字创下了1939年以来的最大单月新增纪录。其中,美国5月制造业就业人口增加22.5万,预期减少40万。而在失业率方面,最终公布的数据显示,美国5月失业率为13.3%,预期为19%,前值为14.7%。无论新增就业人数还是失业率,全部好于预期,并且大幅好于预期,这就是资本市场得以狂欢的原因。美国劳工部表示,由于疫情和隔离措施而受到抑制的经济活动在一定程度上有所恢复,大部分增长由“临时裁员”的职工贡献,5月临时裁员人数减少270万,较上月的增加1620万大幅好转。不过需要指出的一点是,数据显示,美国永久性失业人数仍在继续增加,5月增加29.5万人,累计达230万人。整体数据带来的信号是积极的。TD Ameritrade首席市场策略师JJ Kinahan表示,每个人都在疑惑为什么就业市场恢复得这么快,当前各州开始开放,人们已经非常迅速地回归工作。建筑行业及零售行业表现令人震惊,医疗卫生行业符合预期,而酒店行业出现了一定回升,总的来说各行业恢复状况均好于预期。Citizens Bank全球市场主管托尼·贝迪基安也表示:“除非出现第二波疫情,否则美国整体经济可能已经走出了低谷,但新常态是怎样的仍然有待观察。”特朗普“嗨”了意外的非农数据展示出了经济向好的信号,这对于特朗普来说,无疑是天降利好。当天非农数据公布后,特朗普就在社交媒体上连发多条推特称,就业报告数据非常好,数据不可思议,以及“特朗普总统干得漂亮”。不久后,特朗普就在白宫召开了新闻发布,称目前就业数据已经很好,但还会看到就业人数将不断地增长,从而指引经济长期增长。特朗普预计,美国经济从新冠肺炎疫情中复苏的速度会比预期更快。力捧就业数据之后,特朗普还提到,需要采取更多措施来支撑经济。将要求削减工资税,提供更多的刺激措施,并很快宣布对餐饮业、娱乐业的税收优惠政策。值得注意的是,在发布会之前,特朗普刚刚签署了一项法案,该法案放宽了小企业为了获得“薪资保障计划”贷款豁免而必须满足的条件门槛,此前因为一些企业在大流行期间难以满足这些要求。当然,在发布会上,借着美股走势,特朗普还不忘旁敲侧击巴菲特,称巴菲特不久前出售了航空公司股票,“他的策略一生都是对的,但有时甚至像巴菲特这样令人尊重的人也会犯错。他们应该保留航空股,因为今天航空股已经涨破天了。”在上个月初的伯克希尔哈撒韦年度股东大会上,巴菲特透露已清仓所有航空股,并承认这是一笔错误的投资。现在看来,巴菲特当时清仓的判断也可能过于悲观了,在那之后的一段时间,随着市场情绪出现好转,航空公司股票大幅飙升。追踪16家航空公司的纽约证交所Arca航空公司指数在本周上涨了近50%,创下了有史以来的最大单周涨幅。此前,美国航空宣布,计划7月航班将恢复55%,相比起来,该公司在6月计划恢复量为25%。西南航空在近期也表示,其乘客需求和预订趋势正在“适度改善”,计划在今年稍晚时段增加新的航班和航线,并在7月1日恢复一些国际服务。美股与现实当然,“打脸”巴菲特不过是这场美股狂欢的一个插曲,回到资本市场,这样的景象早有预兆。当地时间周三,美国公布“小非农”ADP数据就显示,美国5月ADP就业人数减少276万人,相比起预期减少的900万,已经好了太多。在新冠肺炎疫情及封锁措施对劳动力市场最严重的冲击已经过去的想法支撑之下,美股当天全线收高,其中道指涨逾2%重新收复26000点,纳指继续逼近历史最高纪录。伦敦资本集团(LCG)研究主管Jasper Lawler称,市场把政治因素放在一边,寄希望于一旦解除封锁和旅行限制,经济会迅速反弹。Heritage Capital公司首席投资官Paul Schatz也表示:市场对抗议活动并不在意,原因是认为它们不会影响美国经济或者企业盈利。另市场意外的是,ADP数据仅仅只是第一波利好,周五的非农数据才是重头戏。不过,尽管资本市场出现了疯狂上涨,却总有一些声音发出提醒,比如飙升的股价并未反映出未来的经济问题,应该为股市的另一次暴跌做好准备。周五,新加坡对冲基金Dymon Asia Capital的创始合伙人Danny Yong表示,市场定价处在完美水平,股市的稳定并未反映出我们在全球范围内面临的失业和破产形势,“我相信,到今年晚些时候,我们将会看到全球股市创下新低。”他补充道。“正如3月份的市场所表明的那样,价格不能偏离基本面太久。”金融大鳄乔治·索罗斯的“门徒”斯坦利·德鲁肯米勒最近也表示,预计未来会有一波破产潮,“V型”经济复苏是一种幻想。亚特兰大联储GDPNow模型在当地时间5月29日最新预测数据显示,美国二季度GDP增长率为下降51.2%,成为当前对于美国GDP前景的预测中较为悲观的一个。而在周四公布的上周初请失业金人数减少至近190万人时,Notre Dame大学金融学教授Jason Reed也指出,这一初请失业金申请量仍很庞大,他担忧美国目前面临临时裁员转为永久性失业的局面。在Reed看来,遭遇疫情打击最重的行业是娱乐和服务业,目前这一损害仍进一步扩散,大州面临现金短缺,公司依靠着经济刺激计划来维持生计。“这一局面持续越久,产生永久性创伤的概率将越高。”北京商报记者 杨月涵","news_type":1},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}