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不二人

不二人

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2020-09-03

事出反常必有妖，只是不知道，自己能不能等到那一天$嘉年华邮轮(CCL)$

2020-09-01

$跟谁学(GSX)$本人发表一下个人观点，不喜勿喷，这股，是给人玩的麽？这是给神仙玩的，我只敢看，不敢碰！！！！

2020-08-24

加油＾０＾~

2020-08-23

加油＾０＾~

2020-08-06

这篇文章不错，转发给大家看

BRIEF-Norwegian Cruise Line Holdings Q2 GAAP Loss Per Share $2.99

2020-06-09

加油＾０＾~

2020-06-07

加油＾０＾~

2020-05-30

$科蒂(COTY)$怎么看这个成交量，这个走势，想疯狂套现呢⊙∀⊙！？？？疑惑脸。

2020-05-23

万物皆有可能

2020-05-22

$科蒂(COTY)$朋友，看到这条评论，请看完再决定要不要买它。第一:它的时间成本比别的股票多太多了二:它的涨幅有限，需要很细致的操作三:你可以在别的股票身上赚的比他多！我买三次，每次都是亏几分钱离场，很高兴没有从5块被套到 3元！！！！最好不要买，这个股票，演人！机构持仓95％以上！是95％！！！

2020-05-22

$瑞幸咖啡(LK)$最后的交易时间，踩踏来了！

2020-05-20

$科蒂(COTY)$一但上涨，可能就停不下来了！

2020-05-20

怎么说呢，和巴菲特一样，言行不一，嘴上说着航空股长期持有，行动上早早抛售。所谓的七成都是平庸之辈罢了

假牛市？近七成基金经理认为美股只不过是“熊市反弹”

2020-05-20

$科蒂(COTY)$太完美了，这种控盘能力，这家公司背后有着专业操盘手

2020-05-20

$科蒂(COTY)$应该是有人使用爬虫软件撸羊毛，只赚1美分，但是频率多！

2020-05-19

$科蒂(COTY)$华尔街就是涨是跌没有统一意见啊。难搞。

2020-05-14

$道琼斯指数主连(YMmain)$ 你们搁着打乒乓球呢？你一下我一下，上上下下，还有赛点不成，看把你们给紧张😰滴！

2020-05-13

$诺瓦瓦克斯医药(NVAX)$我感觉股票被愤怒的疫民给绑架了，赶鸭子上架，不上不行。

2020-05-12

$科蒂(COTY)$真的是挺垃圾的，害

2020-05-11

$Penn Virginia Corporation(PVAC)$沙特又又又减产了，你TM是看不见咋滴，还不涨

去老虎APP查看更多动态

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BILLION IN 2019   * NEW MONTHLY CASH BURN ESTIMATE IS AT HIGH END OF PREVIOUSLY DISCLOSED RANGE   ","content":"<html><body><p>Aug 6 (Reuters) - Norwegian Cruise Line Holdings Ltd</p><p> :</p><p>   * NORWEGIAN CRUISE LINE HOLDINGS REPORTS SECOND QUARTER 2020 FINANCIAL RESULTS</p><p>   * Q2 GAAP LOSS PER SHARE $2.99</p><p>   * Q2 EARNINGS PER SHARE ESTIMATE $-2.26 -- REFINITIV IBES DATA</p><p>   * TARGETED MONTHLY CASH BURN IS ON AVERAGE, APPROXIMATELY $160 MILLION PER MONTH DURING SUSPENSION OF OPERATIONS</p><p>   * QTRLY REVENUE DECREASED TO $16.9 MILLION COMPARED TO $1.7 BILLION IN 2019</p><p>   * NEW MONTHLY CASH BURN ESTIMATE IS AT HIGH END OF PREVIOUSLY DISCLOSED RANGE</p><p>   * AS OF JUNE 30, 2020, COMPANY'S TOTAL DEBT POSITION WAS $10.3 BILLION</p><p>   * ANTICIPATED TOTAL CAPITAL EXPENDITURES FOR THE REMAINDER OF 2020 ARE APPROXIMATELY $160 MILLION</p><p>   * CASH AND CASH EQUIVALENTS WERE $2.3 BILLION</p><p>   * BELIEVES IT WAS IN COMPLIANCE WITH ALL DEBT COVENANTS</p><p>   * OVERALL CUMULATIVE BOOKED POSITION AND PRICING FOR 2021 ARE WITHIN HISTORICAL RANGES</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>","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>BRIEF-Norwegian Cruise Line Holdings Q2 GAAP Loss Per Share $2.99</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\">\nBRIEF-Norwegian Cruise Line Holdings Q2 GAAP Loss Per Share $2.99\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1062363208\">\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\">2020-08-06 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Aug 6 (Reuters) - Norwegian Cruise Line Holdings Ltd</p><p> :</p><p>   * NORWEGIAN CRUISE LINE HOLDINGS REPORTS SECOND QUARTER 2020 FINANCIAL RESULTS</p><p>   * Q2 GAAP LOSS PER SHARE $2.99</p><p>   * Q2 EARNINGS PER SHARE ESTIMATE $-2.26 -- REFINITIV IBES DATA</p><p>   * TARGETED MONTHLY CASH BURN IS ON AVERAGE, APPROXIMATELY $160 MILLION PER MONTH DURING SUSPENSION OF OPERATIONS</p><p>   * QTRLY REVENUE DECREASED TO $16.9 MILLION COMPARED TO $1.7 BILLION IN 2019</p><p>   * NEW MONTHLY CASH BURN ESTIMATE IS AT HIGH END OF PREVIOUSLY DISCLOSED RANGE</p><p>   * AS OF JUNE 30, 2020, COMPANY'S TOTAL DEBT POSITION WAS $10.3 BILLION</p><p>   * ANTICIPATED TOTAL CAPITAL EXPENDITURES FOR THE REMAINDER OF 2020 ARE APPROXIMATELY $160 MILLION</p><p>   * CASH AND CASH EQUIVALENTS WERE $2.3 BILLION</p><p>   * BELIEVES IT WAS IN COMPLIANCE WITH ALL DEBT COVENANTS</p><p>   * OVERALL CUMULATIVE BOOKED POSITION AND PRICING FOR 2021 ARE WITHIN HISTORICAL RANGES</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://api.trkd.thomsonreuters.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2057131254","content_text":"Aug 6 (Reuters) - Norwegian Cruise Line Holdings Ltd :   * NORWEGIAN CRUISE LINE HOLDINGS REPORTS SECOND QUARTER 2020 FINANCIAL RESULTS   * Q2 GAAP LOSS PER SHARE $2.99   * Q2 EARNINGS PER SHARE ESTIMATE $-2.26 -- REFINITIV IBES DATA   * TARGETED MONTHLY CASH BURN IS ON AVERAGE, APPROXIMATELY $160 MILLION PER MONTH DURING SUSPENSION OF OPERATIONS   * QTRLY REVENUE DECREASED TO $16.9 MILLION COMPARED TO $1.7 BILLION IN 2019   * NEW MONTHLY CASH BURN ESTIMATE IS AT HIGH END OF PREVIOUSLY DISCLOSED RANGE   * AS 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3元！！！！最好不要买，这个股票，演人！机构持仓95％以上！是95％！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/953920657","isVote":1,"tweetType":1,"viewCount":3649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531531407331545","authorId":"3531531407331545","name":"幸運之神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3531531407331545","authorIdStr":"3531531407331545"},"content":"我两天前买其它股票，今天已经涨了很多，而这coty股票真的浪费时间，一点都没有涨。[生气]","text":"我两天前买其它股票，今天已经涨了很多，而这coty股票真的浪费时间，一点都没有涨。[生气]","html":"我两天前买其它股票，今天已经涨了很多，而这coty股票真的浪费时间，一点都没有涨。[生气]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953966044,"gmtCreate":1590089569588,"gmtModify":1704191812908,"author":{"id":"3547693994598710","authorId":"3547693994598710","name":"不二人","avatar":"https://static.tigerbbs.com/c599e6021f090812e9de95b61b13981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547693994598710","authorIdStr":"3547693994598710"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>最后的交易时间，踩踏来了！","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>最后的交易时间，踩踏来了！","text":"$瑞幸咖啡(LK)$最后的交易时间，踩踏来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953966044","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959558435,"gmtCreate":1589971273427,"gmtModify":1704191303498,"author":{"id":"3547693994598710","authorId":"3547693994598710","name":"不二人","avatar":"https://static.tigerbbs.com/c599e6021f090812e9de95b61b13981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547693994598710","authorIdStr":"3547693994598710"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COTY\">$科蒂(COTY)$</a>一但上涨，可能就停不下来了！","listText":"<a href=\"https://laohu8.com/S/COTY\">$科蒂(COTY)$</a>一但上涨，可能就停不下来了！","text":"$科蒂(COTY)$一但上涨，可能就停不下来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/959558435","isVote":1,"tweetType":1,"viewCount":1493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531531407331545","authorId":"3531531407331545","name":"幸運之神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3531531407331545","authorIdStr":"3531531407331545"},"content":"又跌，这股有病，连读由5块跌到现在，已经一周多，未见好","text":"又跌，这股有病，连读由5块跌到现在，已经一周多，未见好","html":"又跌，这股有病，连读由5块跌到现在，已经一周多，未见好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959582516,"gmtCreate":1589963914435,"gmtModify":1704191262789,"author":{"id":"3547693994598710","authorId":"3547693994598710","name":"不二人","avatar":"https://static.tigerbbs.com/c599e6021f090812e9de95b61b13981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547693994598710","authorIdStr":"3547693994598710"},"themes":[],"htmlText":"怎么说呢，和巴菲特一样，言行不一，嘴上说着航空股长期持有，行动上早早抛售。所谓的七成都是平庸之辈罢了","listText":"怎么说呢，和巴菲特一样，言行不一，嘴上说着航空股长期持有，行动上早早抛售。所谓的七成都是平庸之辈罢了","text":"怎么说呢，和巴菲特一样，言行不一，嘴上说着航空股长期持有，行动上早早抛售。所谓的七成都是平庸之辈罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959582516","repostId":"1117176892","repostType":2,"repost":{"id":"1117176892","pubTimestamp":1589938548,"share":"https://www.laohu8.com/m/news/1117176892?lang=&edition=full","pubTime":"2020-05-20 09:35","market":"us","language":"zh","title":"假牛市？近七成基金经理认为美股只不过是“熊市反弹”","url":"https://stock-news.laohu8.com/highlight/detail?id=1117176892","media":"华尔街见闻","summary":"全球股市从3月低点上涨了近30%，但美国银行调查的大多数基金经理仍然对上涨能否持续持怀疑态度，并且认为经济不会从公共卫生事件危机中快速复苏。\n在5月7日-14日的调查中，68%的投资者称股市的上涨只是","content":"<p>全球股市从3月低点上涨了近30%，但<a href=\"https://laohu8.com/S/BAC\">美国银行</a>调查的大多数基金经理仍然对上涨能否持续持怀疑态度，并且认为经济不会从公共卫生事件危机中快速复苏。</p>\n<p>在5月7日-14日的调查中，68%的投资者称股市的上涨只是熊市反弹，也就是股市在跌至新低之前的短期快速反弹。只有四分之一的人认为股市已经进入了新的牛市。仅有10%的受访基金经理预计经济将以V型快速而剧烈复苏，而75%的受访者预计将是需要更长时间的U型或W型反弹。</p>\n<p>从好的方面来看，5月份基金经理对全球增长的预期大幅上升。根据美国银行的调查，38%的基金经理预测未来12个月世界经济将走强。与此同时，投资者认为全球制造业PMI在11月之前不会升破50这一预示扩张的水平。</p>\n<p>过去两个月里，全球风险资产飙升，得益于强有力的货币和财政支持措施，以及随着主要经济体放松封锁措施，投资者也乐观预计经济可能反弹。然而，资金持续流入货币市场和债券基金表明，由于担心公共卫生事件再度爆发以及企业盈利受到持续损害，许多投资者都远离股市。</p>\n<p>最新的美国银行调查显示，现金水平小幅下降至5.7%，但仍远高于4.7%的10年平均水平，而债券配置比例跃升至2009年金融危机以来的最高水平。调查显示，基金经理持有美国股票多头仓位，对欧元区股票是空头仓位。</p>\n<p>由于公共卫生事件继续在全球新闻中占据主导地位，调查显示，投资者认为第二波公共卫生事件是市场的最大尾部风险。疫苗研发的突破被认为是最有可能推动V型复苏的催化剂。</p>\n<p>鉴于如此多的传统基金经理远离风险资产，美国银行的调查可以让人一窥哪些市场参与者一直在推动股市上涨。调查结果显示，对冲基金本月增持股票，达到34%的净多头仓位，使股票配置接近2月市场崩盘前的水平。</p>\n<p>除了美银的调查，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>调查也显示，超半数的机构投资者认为美股在未来3个月里将进一步走低。</p>\n<p>德银向全球450名专业投资者发布问卷，搜集他们对于公共卫生事件及市场走势看法。数据显示，57%的机构投资者认为，后公共卫生事件时代在家办公将变得更加常规，每周可能要有1-3天的时间在家办公。</p>\n<p><img src=\"https://static.tigerbbs.com/e07bedfaaa8a79154768b548805dc969\" tg-width=\"585\" tg-height=\"394\"><img src=\"https://static.tigerbbs.com/77cd86ae8a94b8c0148bedf73241fee0\"></p>\n<p>专业投资者在经历长时间在家办公后，工作效率也在提高，与上次调查相比(42%)，仅有31%的受调查者表示其在家办公效率会下降。</p>\n<p><img src=\"https://static.tigerbbs.com/77cd86ae8a94b8c0148bedf73241fee0\"><img src=\"https://static.tigerbbs.com/1799e3fc4fec032115b9327f28e33fc8\" tg-width=\"575\" tg-height=\"361\"></p>\n<p>机构投资者对于公共卫生事件的二次爆发保持警惕状态，只有15%的被调查者认为今年秋冬季节公共卫生事件不会二次爆发。</p>\n<p><img src=\"https://static.tigerbbs.com/c5ad3eae026ffb74a4b93e830b234859\" tg-width=\"1088\" tg-height=\"466\"><img src=\"https://static.tigerbbs.com/77cd86ae8a94b8c0148bedf73241fee0\"><img src=\"https://static.tigerbbs.com/c5ad3eae026ffb74a4b93e830b234859\" tg-width=\"1088\" tg-height=\"466\"></p>\n<p>受调查者对于疫苗开发也呈乐观态度：74%的被调查者认为其在未来18个月里能买到疫苗，只有4%的人认为疫苗永远都不会开发出来。</p>\n<p>但专业投资者普遍认为，疫苗在短期无法上市，仅有6%的受访者认为可以在6个月内获得疫苗。</p>\n<p>机构投资者同时认为，因公共卫生事件导致的社交隔离大概率还会继续：48%的受调查者认为社交隔离将在未来6个月里延续，另有30%的被调查者认为社交隔离会再延续6个月。</p>\n<p>在市场走势方面，机构投资者对于股市未来走势感到悲观。42%的受调查者认为标普500指数会在未来的3个月里略微下跌，另有17%的被调查者认为未来3个月股市将大幅下跌。</p>","source":"highlight_wallstreetcn","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>假牛市？近七成基金经理认为美股只不过是“熊市反弹”</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假牛市？近七成基金经理认为美股只不过是“熊市反弹”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-20 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/303014.html><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球股市从3月低点上涨了近30%，但美国银行调查的大多数基金经理仍然对上涨能否持续持怀疑态度，并且认为经济不会从公共卫生事件危机中快速复苏。\n在5月7日-14日的调查中，68%的投资者称股市的上涨只是熊市反弹，也就是股市在跌至新低之前的短期快速反弹。只有四分之一的人认为股市已经进入了新的牛市。仅有10%的受访基金经理预计经济将以V型快速而剧烈复苏，而75%的受访者预计将是需要更长时间的U型或W型...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/303014.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/303014.html","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1117176892","content_text":"全球股市从3月低点上涨了近30%，但美国银行调查的大多数基金经理仍然对上涨能否持续持怀疑态度，并且认为经济不会从公共卫生事件危机中快速复苏。\n在5月7日-14日的调查中，68%的投资者称股市的上涨只是熊市反弹，也就是股市在跌至新低之前的短期快速反弹。只有四分之一的人认为股市已经进入了新的牛市。仅有10%的受访基金经理预计经济将以V型快速而剧烈复苏，而75%的受访者预计将是需要更长时间的U型或W型反弹。\n从好的方面来看，5月份基金经理对全球增长的预期大幅上升。根据美国银行的调查，38%的基金经理预测未来12个月世界经济将走强。与此同时，投资者认为全球制造业PMI在11月之前不会升破50这一预示扩张的水平。\n过去两个月里，全球风险资产飙升，得益于强有力的货币和财政支持措施，以及随着主要经济体放松封锁措施，投资者也乐观预计经济可能反弹。然而，资金持续流入货币市场和债券基金表明，由于担心公共卫生事件再度爆发以及企业盈利受到持续损害，许多投资者都远离股市。\n最新的美国银行调查显示，现金水平小幅下降至5.7%，但仍远高于4.7%的10年平均水平，而债券配置比例跃升至2009年金融危机以来的最高水平。调查显示，基金经理持有美国股票多头仓位，对欧元区股票是空头仓位。\n由于公共卫生事件继续在全球新闻中占据主导地位，调查显示，投资者认为第二波公共卫生事件是市场的最大尾部风险。疫苗研发的突破被认为是最有可能推动V型复苏的催化剂。\n鉴于如此多的传统基金经理远离风险资产，美国银行的调查可以让人一窥哪些市场参与者一直在推动股市上涨。调查结果显示，对冲基金本月增持股票，达到34%的净多头仓位，使股票配置接近2月市场崩盘前的水平。\n除了美银的调查，德意志银行调查也显示，超半数的机构投资者认为美股在未来3个月里将进一步走低。\n德银向全球450名专业投资者发布问卷，搜集他们对于公共卫生事件及市场走势看法。数据显示，57%的机构投资者认为，后公共卫生事件时代在家办公将变得更加常规，每周可能要有1-3天的时间在家办公。\n\n专业投资者在经历长时间在家办公后，工作效率也在提高，与上次调查相比(42%)，仅有31%的受调查者表示其在家办公效率会下降。\n\n机构投资者对于公共卫生事件的二次爆发保持警惕状态，只有15%的被调查者认为今年秋冬季节公共卫生事件不会二次爆发。\n\n受调查者对于疫苗开发也呈乐观态度：74%的被调查者认为其在未来18个月里能买到疫苗，只有4%的人认为疫苗永远都不会开发出来。\n但专业投资者普遍认为，疫苗在短期无法上市，仅有6%的受访者认为可以在6个月内获得疫苗。\n机构投资者同时认为，因公共卫生事件导致的社交隔离大概率还会继续：48%的受调查者认为社交隔离将在未来6个月里延续，另有30%的被调查者认为社交隔离会再延续6个月。\n在市场走势方面，机构投资者对于股市未来走势感到悲观。42%的受调查者认为标普500指数会在未来的3个月里略微下跌，另有17%的被调查者认为未来3个月股市将大幅下跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959269283,"gmtCreate":1589916348542,"gmtModify":1704191130946,"author":{"id":"3547693994598710","authorId":"3547693994598710","name":"不二人","avatar":"https://static.tigerbbs.com/c599e6021f090812e9de95b61b13981a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547693994598710","authorIdStr":"3547693994598710"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/COTY\">$科蒂(COTY)$</a>应该是有人使用爬虫软件撸羊毛，只赚1美分，但是频率多！","listText":"<a 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