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神龙哥哥
2021-03-12
这篇文章不错,转发给大家看
抱歉,原内容已删除
神龙哥哥
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。
神龙哥哥
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!
神龙哥哥
2021-03-04
$Medley Capital Corporation(MDLX)$
唉!
神龙哥哥
2021-03-02
$Medley Capital Corporation(MDLX)$
抄在了半山腰
神龙哥哥
2021-02-25
$上证指数(000001.SH)$
走势被纳斯达克绑架了?
神龙哥哥
2021-02-25
$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$
开始挣钱了[笑哭]
神龙哥哥
2021-02-24
$布油现金主连(BZmain)$
库存减少725.7。
神龙哥哥
2021-02-12
$公寓投管(AIV)$
出个财报跟便秘一样
神龙哥哥
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。
神龙哥哥
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
神龙哥哥
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
神龙哥哥
2020-11-11
$WTI原油主连(CLmain)$
美国人开车投票这么费油么?
神龙哥哥
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]
神龙哥哥
2020-09-24
$MicroSectors U S Big Oil Index 3X Leveraged(NRGU)$
底裤破了个洞
神龙哥哥
2020-08-01
$Medley Capital Corporation(MDLX)$
为什么没有收到派息?
神龙哥哥
2020-07-16
低于预期呗
经济数据出炉,股市却跌了!如何解读?
神龙哥哥
2020-07-06
$Medley Capital Corporation(MDLX)$
哈哈,一股派4毛2
神龙哥哥
2020-07-06
$道琼斯(.DJI)$
整个地球都在涨
神龙哥哥
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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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<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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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<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","AAL":"美国航空","DAL":"达美航空","CCL":"嘉年华邮轮","RCL":"皇家加勒比邮轮","BA":"波音","NCLH":"挪威邮轮","JBLU":"捷蓝航空","LUV":"西南航空"},"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":985,"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 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U S Big Oil Index 3X Leveraged(NRGU)$底裤破了个洞","images":[{"img":"https://static.tigerbbs.com/08f6bb5c5151eef7cd2d38dd5199a132","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/974376533","isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":942746641,"gmtCreate":1596241370983,"gmtModify":1704211895560,"author":{"id":"3547515728830468","authorId":"3547515728830468","name":"神龙哥哥","avatar":"https://static.tigerbbs.com/2fef32de538467def35537b1f2e8925f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547515728830468","authorIdStr":"3547515728830468"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MDLX\">$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":1479,"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","kind":"news","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%, 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; }\nh1,h2{ font-weight:normal; 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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%, 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":947,"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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