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神龙哥哥

神龙哥哥

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2021-03-12

这篇文章不错，转发给大家看

沙特削减4月对部分亚洲炼厂的原油供应，维持对印度供应--消息

2021-03-05

我认为可以等到3月下旬

@backseven:$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$我从70拿到现在翻倍了，感觉应该抛了。

2021-03-05

$布油现金主连(BZmain)$ 欧佩克不增产，沙特决定继续减产100万桶/日。我要飞得更高！

2021-03-04

$Medley Capital Corporation(MDLX)$唉！

2021-03-02

$Medley Capital Corporation(MDLX)$抄在了半山腰

2021-02-25

$上证指数(000001.SH)$走势被纳斯达克绑架了？

2021-02-25

$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$开始挣钱了[笑哭]

2021-02-24

$布油现金主连(BZmain)$ 库存减少725.7。

2021-02-12

$公寓投管(AIV)$出个财报跟便秘一样

2021-01-28

$Medley Capital Corporation(MDLX)$溜了溜了，2.75进来/9.0出去，吃了两次分红。

2021-01-13

事实是新冠牛。全球疫情控制后，你再来看。

抱歉，原内容已删除

2020-11-16

特朗普哭晕在厕所

疫苗又传好消息！美股航空股、邮轮股盘前集体大涨

2020-11-11

$WTI原油主连(CLmain)$ 美国人开车投票这么费油么？

2020-10-29

$道琼斯(.DJI)$看了美股，才知道我们的人生过于平缓了[开心]

2020-09-24

$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$底裤破了个洞

2020-08-01

$Medley Capital Corporation(MDLX)$为什么没有收到派息？

2020-07-16

低于预期呗

经济数据出炉，股市却跌了！如何解读？

2020-07-06

$Medley Capital Corporation(MDLX)$哈哈，一股派4毛2

2020-07-06

$道琼斯(.DJI)$整个地球都在涨

2020-06-18

$WTI原油主连(CLmain)$ 中东都打起来了，怎么油价还是这鸟样？

去老虎APP查看更多动态

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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\">\n沙特削减4月对部分亚洲炼厂的原油供应，维持对印度供应--消息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-12 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>路透新德里/新加坡3月12日 - 炼油厂消息人士周五对路透表示，全球最大石油出口国沙特阿拉伯已将面向至少四个亚洲买家、4月装运的原油供应至多削减了15%，同时满足印度炼油厂的正常月度需求。</p><p>   然而，三名印度炼油厂消息人士称，沙特拒绝了印度炼油商提出的4月增加供应的要求。(完)</p><p>    ****如欲参考原文报导，请点选 即可撷取浏览****</p><p> (编译 王兴亚；审校 张若琪)</p><p>((linda.wang@thomsonreuters.com; 86-10-56692079;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"DWT":"三倍做空原油ETN","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118956221","content_text":"路透新德里/新加坡3月12日 - 炼油厂消息人士周五对路透表示，全球最大石油出口国沙特阿拉伯已将面向至少四个亚洲买家、4月装运的原油供应至多削减了15%，同时满足印度炼油厂的正常月度需求。   然而，三名印度炼油厂消息人士称，沙特拒绝了印度炼油商提出的4月增加供应的要求。(完)    ****如欲参考原文报导，请点选 即可撷取浏览**** (编译 王兴亚；审校 张若琪)((linda.wang@thomsonreuters.com; 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20:24","market":"us","language":"zh","title":"疫苗又传好消息！美股航空股、邮轮股盘前集体大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1173111664","media":"老虎资讯综合","summary":"11月16日，美股航空股、游轮股盘前走高。航空股方面，捷蓝航空涨超9%，联合大陆航空涨超7%，美国航空涨超6%，西南航空涨超5%，达美航空、波音涨超4%；游轮股方面，挪威邮轮涨近10%，嘉年华邮轮涨超","content":"<p>11月16日，美股航空股、游轮股盘前走高。航空股方面，<a href=\"https://laohu8.com/S/JBLU\">捷蓝航空</a>涨超9%，<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>涨超7%，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨超6%，<a href=\"https://laohu8.com/S/LUV\">西南航空</a>涨超5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、波音涨超4%；游轮股方面，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨近10%，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨超7%，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨超6%</p><p><img src=\"https://static.tigerbbs.com/0b780d0d68df406fc3abe4af38166c95\" tg-width=\"432\" tg-height=\"362\"><img src=\"https://static.tigerbbs.com/53274ac57f2bfea6e9612ca60dc191d3\" tg-width=\"432\" tg-height=\"181\"></p><p>Moderna今日宣布，该公司研发的新冠候选疫苗mRNA-12733在三期临床试验中期分析中表现优异，已达到研究方案中预先指定的统计学功效标准，功效达到了94.5％。</p><p>此次三期临床试验研究共招募了3万多名志愿者，并得到了美国国立过敏与传染病研究所（NIAID）、国立卫生研究院（NIH）、生物医学高级研究与开发局（BARDA）等机构的支持。</p><p>该实验在志愿者第二次接种疫苗后的两周开始进行统计分析，共基于95例病例，其中安慰剂组有90例确诊新冠，而实验组仅观察到5例确诊，疫苗效力评估达到了94.5％（p&lt;0.0001）。</p><p>此次中期分析还重点分析了11例重症患者的状况，并且所有11例病例均发生在安慰剂组，而在实验组组中均未发生。</p><p>本次试验的95例新冠确诊病例包括20名老年人（65岁以上），分别来自不同社区（包括12名西班牙裔或拉丁裔，4名黑人或非裔美国人，3名亚裔和1名多种族患者）。</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>疫苗又传好消息！美股航空股、邮轮股盘前集体大涨</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疫苗又传好消息！美股航空股、邮轮股盘前集体大涨\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\">2020-11-16 20:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月16日，美股航空股、游轮股盘前走高。航空股方面，<a href=\"https://laohu8.com/S/JBLU\">捷蓝航空</a>涨超9%，<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>涨超7%，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨超6%，<a href=\"https://laohu8.com/S/LUV\">西南航空</a>涨超5%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、波音涨超4%；游轮股方面，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨近10%，<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨超7%，<a href=\"https://laohu8.com/S/RCL\">皇家加勒比邮轮</a>涨超6%</p><p><img src=\"https://static.tigerbbs.com/0b780d0d68df406fc3abe4af38166c95\" tg-width=\"432\" tg-height=\"362\"><img src=\"https://static.tigerbbs.com/53274ac57f2bfea6e9612ca60dc191d3\" tg-width=\"432\" tg-height=\"181\"></p><p>Moderna今日宣布，该公司研发的新冠候选疫苗mRNA-12733在三期临床试验中期分析中表现优异，已达到研究方案中预先指定的统计学功效标准，功效达到了94.5％。</p><p>此次三期临床试验研究共招募了3万多名志愿者，并得到了美国国立过敏与传染病研究所（NIAID）、国立卫生研究院（NIH）、生物医学高级研究与开发局（BARDA）等机构的支持。</p><p>该实验在志愿者第二次接种疫苗后的两周开始进行统计分析，共基于95例病例，其中安慰剂组有90例确诊新冠，而实验组仅观察到5例确诊，疫苗效力评估达到了94.5％（p&lt;0.0001）。</p><p>此次中期分析还重点分析了11例重症患者的状况，并且所有11例病例均发生在安慰剂组，而在实验组组中均未发生。</p><p>本次试验的95例新冠确诊病例包括20名老年人（65岁以上），分别来自不同社区（包括12名西班牙裔或拉丁裔，4名黑人或非裔美国人，3名亚裔和1名多种族患者）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed634a78f5a5571955f182cdf42cbc02","relate_stocks":{"UAL":"联合大陆航空","NCLH":"挪威邮轮","AAL":"美国航空","RCL":"皇家加勒比邮轮","BA":"波音","LUV":"西南航空","CCL":"嘉年华邮轮","DAL":"达美航空","JBLU":"捷蓝航空"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173111664","content_text":"11月16日，美股航空股、游轮股盘前走高。航空股方面，捷蓝航空涨超9%，联合大陆航空涨超7%，美国航空涨超6%，西南航空涨超5%，达美航空、波音涨超4%；游轮股方面，挪威邮轮涨近10%，嘉年华邮轮涨超7%，皇家加勒比邮轮涨超6%Moderna今日宣布，该公司研发的新冠候选疫苗mRNA-12733在三期临床试验中期分析中表现优异，已达到研究方案中预先指定的统计学功效标准，功效达到了94.5％。此次三期临床试验研究共招募了3万多名志愿者，并得到了美国国立过敏与传染病研究所（NIAID）、国立卫生研究院（NIH）、生物医学高级研究与开发局（BARDA）等机构的支持。该实验在志愿者第二次接种疫苗后的两周开始进行统计分析，共基于95例病例，其中安慰剂组有90例确诊新冠，而实验组仅观察到5例确诊，疫苗效力评估达到了94.5％（p<0.0001）。此次中期分析还重点分析了11例重症患者的状况，并且所有11例病例均发生在安慰剂组，而在实验组组中均未发生。本次试验的95例新冠确诊病例包括20名老年人（65岁以上），分别来自不同社区（包括12名西班牙裔或拉丁裔，4名黑人或非裔美国人，3名亚裔和1名多种族患者）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304001865,"gmtCreate":1605077788757,"gmtModify":1703836104384,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$ &nbsp;</a>美国人开车投票这么费油么？","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$ &nbsp;</a>美国人开车投票这么费油么？","text":"$WTI原油主连(CLmain)$ 美国人开车投票这么费油么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304001865","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308815663,"gmtCreate":1603930160252,"gmtModify":1703831274688,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>看了美股，才知道我们的人生过于平缓了[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>看了美股，才知道我们的人生过于平缓了[开心]&nbsp;","text":"$道琼斯(.DJI)$看了美股，才知道我们的人生过于平缓了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308815663","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974376533,"gmtCreate":1600950540322,"gmtModify":1703823111067,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NRGU\">$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$</a>底裤破了个洞","listText":"<a href=\"https://laohu8.com/S/NRGU\">$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$</a>底裤破了个洞","text":"$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$底裤破了个洞","images":[{"img":"https://static.tigerbbs.com/08f6bb5c5151eef7cd2d38dd5199a132","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/974376533","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":942746641,"gmtCreate":1596241370983,"gmtModify":1704211895560,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MDLX\">$Medley Capital Corporation(MDLX)$</a>为什么没有收到派息？","listText":"<a href=\"https://laohu8.com/S/MDLX\">$Medley Capital Corporation(MDLX)$</a>为什么没有收到派息？","text":"$Medley Capital Corporation(MDLX)$为什么没有收到派息？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942746641","isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941609880,"gmtCreate":1594883281740,"gmtModify":1704207231173,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"低于预期呗","listText":"低于预期呗","text":"低于预期呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941609880","repostId":"1198536853","repostType":4,"repost":{"id":"1198536853","weMediaInfo":{"introduction":"金融界最会写段子的，段子界最会写时评的，时评界最会搞金融的。","home_visible":1,"media_name":"秦小明","id":"88","head_image":"https://static.tigerbbs.com/14624778b9ca4a51b885db2ee3ac7208"},"pubTimestamp":1594867776,"share":"https://www.laohu8.com/m/news/1198536853?lang=&edition=full","pubTime":"2020-07-16 10:49","market":"sh","language":"zh","title":"经济数据出炉，股市却跌了！如何解读？","url":"https://stock-news.laohu8.com/highlight/detail?id=1198536853","media":"秦小明","summary":"刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，\nGDP同比增长3.2%，预期3%；\n6月社会消费品零售总额同比增长-1.8%，预期0.3%；\n1-6月固定资产投资增-3.1%，预期-3.","content":"<p>刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，</p>\n<p>GDP同比增长3.2%，预期3%；</p>\n<p>6月社会消费品零售总额同比增长-1.8%，预期0.3%；</p>\n<p>1-6月固定资产投资增-3.1%，预期-3.3%；</p>\n<p>6月城镇调查失业率5.7%，预期6%。</p>\n<p>重要的分项数据中，</p>\n<p>1-6月制造业投资下降11.7%，降幅收窄3.1个百分点；</p>\n<p>基础设施投资同比下降2.7%，降幅比1—5月份收窄3.6个百分点。</p>\n<p>1-6月份，全国房地产开发投资62780亿元，同比增长1.9%，&nbsp;1-5月份为下降0.3%</p>\n<p>从数据中可以得出以下结论：</p>\n<p><b>1）整体数据基本符合市场预期，但结构上并不理想。</b></p>\n<p>二季度GDP数据出炉之前，市场普遍预期中国经济将录得3%左右的季度增长。与实际公布的3.2%不大。</p>\n<p>但从结构上来看，经济的同比转正，主要得益于投资的反弹，特别是房地产的开发投资，仍然一如既往地扮演了增长压舱石的角色。其在投资的分项中国，同比增长率先转正。</p>\n<p>消费的增长低于市场预期，仍然录得月度负增长。扣除价格因素，同比下降幅度更大这，说明经济增长在消费侧的表现不佳。原因主要是居民的收入（预期）发生较大变化，收入增长前景承压，边际消费倾向下降所致。</p>\n<p><b>2）经济的恢复主要靠“供给侧”，“需求侧”的压力依然较大。</b></p>\n<p>从细分的工业增加值，固定资产投资等可以看出，经济的持续恢复目前主要还靠政府主导的供给侧发力。而制造业，消费等市场自发的需求力量，目前的恢复情况依然没有特别乐观。</p>\n<p><b>3）对资本市场的影响属于“利好兑现”式的利空。</b></p>\n<p>数据公布后，股市转跌，且跌幅较大。截至发稿，中国股市三大指数跌幅均超1%，为连续第三天下跌。</p>\n<p>经济数据总量上本身并不差，但从结构上，的确没有达到市场市场预期。此外，之前A股的突飞猛进，很大程度上也是将中国经济的恢复和增长，预期打得非常满。市场此前的交易逻辑，从经济弱复苏交易到强复苏，甚至有点过热的苗头。</p>\n<p>数据的公布，证实了经济继续复苏的结论，但还谈不上强复苏，更谈不上过热的情况。因此，从数据上来说，市场交易的亢奋情绪被证伪也就可以理解。</p>\n<p>此外，从政策的角度来看，二季度的数据表明，经济在继续恢复。下半年的货币政策，目前看依然没有必要继续放水。货币政策保持稳定从而边际趋近的判断不变。</p>\n<p>总体来看，下半年的市场，仍然维持此前文章里的观点，也即是，市场没有全面大牛市的基础。近期的上涨更多是“补涨”的行情，板块轮动后，市场依然会陷入震荡拉扯的局面。</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>经济数据出炉，股市却跌了！如何解读？</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; 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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经济数据出炉，股市却跌了！如何解读？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/88\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/14624778b9ca4a51b885db2ee3ac7208);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">秦小明 </p>\n<p class=\"h-time\">2020-07-16 10:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，</p>\n<p>GDP同比增长3.2%，预期3%；</p>\n<p>6月社会消费品零售总额同比增长-1.8%，预期0.3%；</p>\n<p>1-6月固定资产投资增-3.1%，预期-3.3%；</p>\n<p>6月城镇调查失业率5.7%，预期6%。</p>\n<p>重要的分项数据中，</p>\n<p>1-6月制造业投资下降11.7%，降幅收窄3.1个百分点；</p>\n<p>基础设施投资同比下降2.7%，降幅比1—5月份收窄3.6个百分点。</p>\n<p>1-6月份，全国房地产开发投资62780亿元，同比增长1.9%，&nbsp;1-5月份为下降0.3%</p>\n<p>从数据中可以得出以下结论：</p>\n<p><b>1）整体数据基本符合市场预期，但结构上并不理想。</b></p>\n<p>二季度GDP数据出炉之前，市场普遍预期中国经济将录得3%左右的季度增长。与实际公布的3.2%不大。</p>\n<p>但从结构上来看，经济的同比转正，主要得益于投资的反弹，特别是房地产的开发投资，仍然一如既往地扮演了增长压舱石的角色。其在投资的分项中国，同比增长率先转正。</p>\n<p>消费的增长低于市场预期，仍然录得月度负增长。扣除价格因素，同比下降幅度更大这，说明经济增长在消费侧的表现不佳。原因主要是居民的收入（预期）发生较大变化，收入增长前景承压，边际消费倾向下降所致。</p>\n<p><b>2）经济的恢复主要靠“供给侧”，“需求侧”的压力依然较大。</b></p>\n<p>从细分的工业增加值，固定资产投资等可以看出，经济的持续恢复目前主要还靠政府主导的供给侧发力。而制造业，消费等市场自发的需求力量，目前的恢复情况依然没有特别乐观。</p>\n<p><b>3）对资本市场的影响属于“利好兑现”式的利空。</b></p>\n<p>数据公布后，股市转跌，且跌幅较大。截至发稿，中国股市三大指数跌幅均超1%，为连续第三天下跌。</p>\n<p>经济数据总量上本身并不差，但从结构上，的确没有达到市场市场预期。此外，之前A股的突飞猛进，很大程度上也是将中国经济的恢复和增长，预期打得非常满。市场此前的交易逻辑，从经济弱复苏交易到强复苏，甚至有点过热的苗头。</p>\n<p>数据的公布，证实了经济继续复苏的结论，但还谈不上强复苏，更谈不上过热的情况。因此，从数据上来说，市场交易的亢奋情绪被证伪也就可以理解。</p>\n<p>此外，从政策的角度来看，二季度的数据表明，经济在继续恢复。下半年的货币政策，目前看依然没有必要继续放水。货币政策保持稳定从而边际趋近的判断不变。</p>\n<p>总体来看，下半年的市场，仍然维持此前文章里的观点，也即是，市场没有全面大牛市的基础。近期的上涨更多是“补涨”的行情，板块轮动后，市场依然会陷入震荡拉扯的局面。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198536853","content_text":"刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，\nGDP同比增长3.2%，预期3%；\n6月社会消费品零售总额同比增长-1.8%，预期0.3%；\n1-6月固定资产投资增-3.1%，预期-3.3%；\n6月城镇调查失业率5.7%，预期6%。\n重要的分项数据中，\n1-6月制造业投资下降11.7%，降幅收窄3.1个百分点；\n基础设施投资同比下降2.7%，降幅比1—5月份收窄3.6个百分点。\n1-6月份，全国房地产开发投资62780亿元，同比增长1.9%， 1-5月份为下降0.3%\n从数据中可以得出以下结论：\n1）整体数据基本符合市场预期，但结构上并不理想。\n二季度GDP数据出炉之前，市场普遍预期中国经济将录得3%左右的季度增长。与实际公布的3.2%不大。\n但从结构上来看，经济的同比转正，主要得益于投资的反弹，特别是房地产的开发投资，仍然一如既往地扮演了增长压舱石的角色。其在投资的分项中国，同比增长率先转正。\n消费的增长低于市场预期，仍然录得月度负增长。扣除价格因素，同比下降幅度更大这，说明经济增长在消费侧的表现不佳。原因主要是居民的收入（预期）发生较大变化，收入增长前景承压，边际消费倾向下降所致。\n2）经济的恢复主要靠“供给侧”，“需求侧”的压力依然较大。\n从细分的工业增加值，固定资产投资等可以看出，经济的持续恢复目前主要还靠政府主导的供给侧发力。而制造业，消费等市场自发的需求力量，目前的恢复情况依然没有特别乐观。\n3）对资本市场的影响属于“利好兑现”式的利空。\n数据公布后，股市转跌，且跌幅较大。截至发稿，中国股市三大指数跌幅均超1%，为连续第三天下跌。\n经济数据总量上本身并不差，但从结构上，的确没有达到市场市场预期。此外，之前A股的突飞猛进，很大程度上也是将中国经济的恢复和增长，预期打得非常满。市场此前的交易逻辑，从经济弱复苏交易到强复苏，甚至有点过热的苗头。\n数据的公布，证实了经济继续复苏的结论，但还谈不上强复苏，更谈不上过热的情况。因此，从数据上来说，市场交易的亢奋情绪被证伪也就可以理解。\n此外，从政策的角度来看，二季度的数据表明，经济在继续恢复。下半年的货币政策，目前看依然没有必要继续放水。货币政策保持稳定从而边际趋近的判断不变。\n总体来看，下半年的市场，仍然维持此前文章里的观点，也即是，市场没有全面大牛市的基础。近期的上涨更多是“补涨”的行情，板块轮动后，市场依然会陷入震荡拉扯的局面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940411463,"gmtCreate":1594039523652,"gmtModify":1704203610358,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"<a 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