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2021-04-29

$比亚迪电子(00285)$加仓

2021-04-15

$比亚迪电子(00285)$近7天连续下跌超过15%，远远低于恒指，却找不到原因，哪位大神知道为什么？

2020-12-30

谁能给中国股市发展历程也画一张类似的图？

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22:02","market":"hk","language":"zh","title":"2020年的十大教训","url":"https://stock-news.laohu8.com/highlight/detail?id=2095757195","media":"黄金头条","summary":"美银美林认为，市场或许可以从2020年学到一些什么。","content":"<p>2020年无疑是非常特殊的一年，整个市场都因为疫情而进入相当异常的状态中。</p><p>美银美林认为，市场或许可以从2020年学到一些什么。在其近期的报告中，就给出了2020年的十大教训。</p><p><b>教训一：一切危机都是催化剂，新冠疫情也不是例外。</b></p><p>名言道：有时经历几十年都无事发生，有时几周时间却好像经历了几十年一样。</p><p>2020年就是如此。</p><p><img src=\"https://static.tigerbbs.com/6d93c14995e81056b7328d8e181be52a\" tg-width=\"694\" tg-height=\"317\"></p><p>危机并不完全是坏事，它有时能重新焕发增长，带来创下和发展。</p><p>20世纪初人们经历了世界大战和大流感，之后又出现了30年代的大萧条等等。70年代则出现了经济滞胀和高通胀。到本世纪初则出现了股市泡沫破裂等等。</p><p>但这些危机之后，都出现了经济复苏，出现了更好的增长和投资环境。</p><p><b>教训二：决策者学习历史经验。</b></p><p>金融危机不过是十来年前的事情，这一次面对疫情为经济带来的巨大冲击，包括美联储在内的各国央行都果断大力入场干涉，采取了极为宽松的货币政策来支撑市场。</p><p>如果说疫情对经济的冲击前所未有，那么这一次全球央行采取的政策应对也同样是前所未有的。</p><p><b>教训三：财富和健康的关系。</b></p><p>从这一次疫情对全球不同国家的影响来看，国民越是健康，经济就越强劲越有竞争力。</p><p>世界卫生组织(WHO)数据显示，过去20年以来，全球医保方面的支出在稳定上升，到2017年达到了差不多8万亿美元。但这一支出占据全球GDP的比重却一直维持在9%到10%左右，并没有上升。</p><p>经历了疫情之后，这一方面的支出有望增长。</p><p><b>教训四：制高点属于政府</b></p><p>经历了今年疫情的各种影响后，各国政府的重要性进一步凸显。比如美国两党在一些政策方面达成了共识。</p><p><b>教训五：说全球化失败还为时尚早。</b></p><p>近几年美国在贸易方面挑起的争端使得全球化式微成为了一个话题。但报告认为，拜登成为美国总统后，对多边化会更友好一些。</p><p>事实上，从此次疫苗的研发来看，恰好说明了全球化的重要性。</p><p><b>教训六：贸易问题，这一次不一样。</b></p><p>过去几年持续的贸易问题恐怕还会继续下去，市场波动也会因此加剧。</p><p><b>教训七：欧洲，更联合而不是更分裂。</b></p><p>报告指出，疫情刚刚开始时欧洲各国都有各自不同的应对，显现出了分裂的欧洲，增长下跌，民粹升温。但之后欧盟和欧洲央行等开始采取各种行动。</p><p>欧洲央行开启了购债，欧洲投资银行提供了新的资金，等等。</p><p><b>教训八：一些人受到的伤害更深。</b></p><p>疫情对全球的各种影响都非常大，但不同人受到的影响却可能是非常不同的。</p><p>那些不得不在疫情中冒着风险在一线工作的人，和居家办公不受影响的人之间，经历了差别极大的一年。</p><p>美国从疫情爆发至今，还有超1000万人未能回到工作岗位。但与此同时，美股的暴涨之下，另一些人却收获颇丰。</p><p><b>教训九：气候变化是可以放缓的。</b></p><p>今年疫情冲击下，全球各地不同程度封城，经济活动和制造活动的减少使得很多地方污染出现了明显下降。</p><p><b>教训十：不要做空美股。</b></p><p>即使今年3月美股经历了四次熔断，但之后却再次回到惊人上行趋势中，哪怕背景是疫情对美国经济的巨大打击。</p>","source":"gold_highlight","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\">\n2020年的十大教训\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-29 22:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3615292><strong>黄金头条</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年无疑是非常特殊的一年，整个市场都因为疫情而进入相当异常的状态中。美银美林认为，市场或许可以从2020年学到一些什么。在其近期的报告中，就给出了2020年的十大教训。教训一：一切危机都是催化剂，新冠疫情也不是例外。名言道：有时经历几十年都无事发生，有时几周时间却好像经历了几十年一样。2020年就是如此。危机并不完全是坏事，它有时能重新焕发增长，带来创下和发展。20世纪初人们经历了世界大战和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3615292\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96f86926c87e166e8ac05c633a3fc343","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3615292","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2095757195","content_text":"2020年无疑是非常特殊的一年，整个市场都因为疫情而进入相当异常的状态中。美银美林认为，市场或许可以从2020年学到一些什么。在其近期的报告中，就给出了2020年的十大教训。教训一：一切危机都是催化剂，新冠疫情也不是例外。名言道：有时经历几十年都无事发生，有时几周时间却好像经历了几十年一样。2020年就是如此。危机并不完全是坏事，它有时能重新焕发增长，带来创下和发展。20世纪初人们经历了世界大战和大流感，之后又出现了30年代的大萧条等等。70年代则出现了经济滞胀和高通胀。到本世纪初则出现了股市泡沫破裂等等。但这些危机之后，都出现了经济复苏，出现了更好的增长和投资环境。教训二：决策者学习历史经验。金融危机不过是十来年前的事情，这一次面对疫情为经济带来的巨大冲击，包括美联储在内的各国央行都果断大力入场干涉，采取了极为宽松的货币政策来支撑市场。如果说疫情对经济的冲击前所未有，那么这一次全球央行采取的政策应对也同样是前所未有的。教训三：财富和健康的关系。从这一次疫情对全球不同国家的影响来看，国民越是健康，经济就越强劲越有竞争力。世界卫生组织(WHO)数据显示，过去20年以来，全球医保方面的支出在稳定上升，到2017年达到了差不多8万亿美元。但这一支出占据全球GDP的比重却一直维持在9%到10%左右，并没有上升。经历了疫情之后，这一方面的支出有望增长。教训四：制高点属于政府经历了今年疫情的各种影响后，各国政府的重要性进一步凸显。比如美国两党在一些政策方面达成了共识。教训五：说全球化失败还为时尚早。近几年美国在贸易方面挑起的争端使得全球化式微成为了一个话题。但报告认为，拜登成为美国总统后，对多边化会更友好一些。事实上，从此次疫苗的研发来看，恰好说明了全球化的重要性。教训六：贸易问题，这一次不一样。过去几年持续的贸易问题恐怕还会继续下去，市场波动也会因此加剧。教训七：欧洲，更联合而不是更分裂。报告指出，疫情刚刚开始时欧洲各国都有各自不同的应对，显现出了分裂的欧洲，增长下跌，民粹升温。但之后欧盟和欧洲央行等开始采取各种行动。欧洲央行开启了购债，欧洲投资银行提供了新的资金，等等。教训八：一些人受到的伤害更深。疫情对全球的各种影响都非常大，但不同人受到的影响却可能是非常不同的。那些不得不在疫情中冒着风险在一线工作的人，和居家办公不受影响的人之间，经历了差别极大的一年。美国从疫情爆发至今，还有超1000万人未能回到工作岗位。但与此同时，美股的暴涨之下，另一些人却收获颇丰。教训九：气候变化是可以放缓的。今年疫情冲击下，全球各地不同程度封城，经济活动和制造活动的减少使得很多地方污染出现了明显下降。教训十：不要做空美股。即使今年3月美股经历了四次熔断，但之后却再次回到惊人上行趋势中，哪怕背景是疫情对美国经济的巨大打击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109387355,"gmtCreate":1619664951277,"gmtModify":1619664951277,"author":{"id":"3551267447426202","authorId":"3551267447426202","name":"爱丽斯1688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551267447426202","idStr":"3551267447426202"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a>加仓","listText":"<a href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a>加仓","text":"$比亚迪电子(00285)$加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109387355","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}