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杂烩饭大人
2022-03-23
乌克兰谋求加入北约是写进宪法的吧?
小摩称泽连斯基接近“投降”? 市场情绪大反转,该如何布局
杂烩饭大人
2022-03-22
一定要量产,定价88.88万一辆,先生产100万辆,全拿去抵债,就消灭了8888亿的债务。
许家印:“恒驰5”6月22日一定要实现量产
杂烩饭大人
2022-03-21
$恒生科技指数主连 2203(HTImain)$
又是夜盘涨,日盘跌。
杂烩饭大人
2022-03-21
有一个没上机,132了
波音盘前跌超3%,一架东航波音737客机在广西发生事故
杂烩饭大人
2022-03-17
先提前营造7次的氛围和预期,但是实际上最多加4次100点,然后资本市场大涨,拜登双赢了。
今年加息7次,美联储能做到吗?
杂烩饭大人
2022-03-16
听听普京刚才的公开讲话吧,俄乌战争停不下。
地缘局势利好!欧美股市集体大反弹
杂烩饭大人
2022-03-16
$恒生科技指数(HSTECH)$
昙花一现,晚上加息50个点,今天涨多少明天跌多少[流泪]
杂烩饭大人
2022-03-16
$A50指数主连 2203(CNmain)$
老乡,不要走、反弹了,赶快拿钱抄底呀[贱笑]
杂烩饭大人
2022-03-15
$纳斯达克(.IXIC)$
跑路吧,下一波就看10000了。现在拉,是老乡不要走!
杂烩饭大人
2022-03-15
没有,现在投资者担心对俄的组合拳打中国。所以还要跌,等俄罗斯占领基辅就是抄底的时间了。
抱歉,原内容已删除
杂烩饭大人
2022-03-11
利好滴滴
抱歉,原内容已删除
杂烩饭大人
2022-03-02
你妹、加息是必然的结果了。
美国2月“小非农”ADP就业人数超出预期,就业市场表现强劲
杂烩饭大人
2021-12-16
这事逗你玩吧[开心]
消息称,商汤科技将于下周一重启赴港IPO计划
杂烩饭大人
2021-12-16
老美加息的预期摆在这,那么买大A低风险的大蓝筹大白马不就是一个好选择了吗。这一次北向资金购买大A,估计要持续到老美二次加息落地后去了。大A现在和欧美走跷跷板行情了。
什么信号?外资连续11天加仓,看上了哪些股?
杂烩饭大人
2021-12-14
正经人谁用微博嘛[捂脸]
微博午后一度跌10%,国家网信办依法约谈处罚新浪微博
杂烩饭大人
2021-12-10
才6.8,毛毛雨啦,看看兔子90年代十几个点的日子还不是过来了。
抱歉,原内容已删除
杂烩饭大人
2021-12-09
洗碗,明天白酒洗碗[流泪]
抱歉,原内容已删除
杂烩饭大人
2021-12-09
看来老美问题真的很大
北向资金今日净流入达260.22亿,创历史新高
杂烩饭大人
2021-12-07
$滴滴(DIDI)$
目标价位9块,以滴滴现在还拥有的市场来看,回港定价就是9美元左右,即70港币,再贵估计就卖不出去了。如果在回港上市前,能够把数据安全问题解决(就是国家处罚),那么上浮10-20%。
杂烩饭大人
2021-12-07
利好房地产和茅台
全面降准是宣告政策底吗?“宽信用行情”将如何演绎
去老虎APP查看更多动态
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10:14","market":"fut","language":"zh","title":"小摩称泽连斯基接近“投降”? 市场情绪大反转,该如何布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2221092422","media":"同花顺财经期货","summary":"近期整个市场投机情绪却迎来了峰回路转。","content":"<html><head></head><body><p><b>局势反转?俄欧股市大涨原油回落</b></p><p>很多人调侃称,俄乌战争,远看是俄罗斯打乌克兰、近看是俄罗斯打欧盟、再仔细一看是美国资本打欧盟。不管“战争逼迫资本回流美国境内”的阴谋论是否为真,欧盟在本轮冲突中损失惨重确实是不争的事实。</p><p>然而,近期整个市场投机情绪却是迎来了峰回路转。股市方面,美股和中概股的反弹姑且不提,连饱受冲突困扰资金大量出逃的欧洲股市居然也呈现出了全线飘红的态势。</p><p>同时,被戏称为“俄乌谈判进展晴雨表”的原油也意外迎来了回落态势。周二,国际油价小幅回落。</p><p><img src=\"https://static.tigerbbs.com/90e24b6eebb5b4dda04d935ec35b5d86\" tg-width=\"1284\" tg-height=\"877\" referrerpolicy=\"no-referrer\"/></p><p>那么问题来了,是什么导致了盘面氛围的突然反转?后市我们又该何去何从呢?</p><p><b>市场为和谈做准备:<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>暗指泽连斯基接近“投降”</b></p><p>毫无疑问,市场对俄乌和谈预期的变化是本轮盘面反复的直接原因。</p><p>据央视报道,乌克兰总统泽连斯基在接受乌克兰媒体采访时表示,<b>他已经准备好讨论,作出有关乌克兰不寻求加入北约的承诺,以换取停火、俄军撤军以及乌克兰的安全保障。</b>其提到,事实很清楚,乌克兰不能获准加入北约,是因为北约不想与俄罗斯发生冲突。泽连斯基还表示,乌俄谈判有可能达成妥协,不过首先应当是实现停火。他还再次呼吁与俄罗斯总统普京进行直接会谈;而美联社则更近一步,直接点出“泽连斯基似乎准备放弃对克里米亚和顿巴斯地区的领土主张”;同时,<b>摩根大通交易部门在昨日(周二)亦是撰文暗指泽连斯基已经接近“投降”,并开始对达成和平协议后的市场走势作出假设。</b></p><p><img src=\"https://static.tigerbbs.com/30fc9b7b4356a600e7025ac79c3b4fe3\" tg-width=\"800\" tg-height=\"118\" referrerpolicy=\"no-referrer\"/></p><p>欧美股市走强及原油的普跌发生在“消息广泛传播”后。这说明,市场已经开始“有意识的押注”了。</p><p><b>德国态度强硬:欧盟需要进口俄罗斯石油</b></p><p>除开乌克兰在最敏感的领土问题上“意见松动”外,欧美内部对禁止俄罗斯原油进口议题的分歧亦是引发市场投机氛围的一大核心要素。</p><p>据了解,当前欧盟各国已就“禁运俄罗斯石油”的假设做出了新一轮的磋商,但这一情形遭到了德国和匈牙利的强烈反对。</p><p>尽管24日拜登将在北约峰会上就“敲定新一轮对俄制裁”进行呼吁,但基于当前欧美内部的猛烈分歧,市场对起达成“原油禁运”的目的持悲观态度。</p><p>注:欧盟40%的能源供应依赖俄罗斯进口,德国是欧盟大型经济体中对俄罗斯天然气依赖程度最深的国家之一,同时也购买了最多的俄罗斯原油。近日,俄罗斯曾警告成,如果对俄原油禁运,俄方将切断对欧盟的天然气管道输送。</p><p><b>现货告急:提防近月原油历史性逼空风险</b></p><p>当然,需要提醒的是。尽管市场对油价的后市预期开始趋于和缓,但它也带来额外的风险因素,即“近月合约远强于远月”。</p><p>本周一,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>大宗商品团队向专业客户发布了一份题为“库欣缓冲库存所剩无几”的必读报告。报告指出,WTI原油日历价差最近飙升至十年高位,虽然现已有所稳定,但仍然处于高位,这不利于鼓励交易商储存石油。库欣<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>的库存年初至今已消耗约1300万桶,上周跌到2400万桶,是页岩时代的最低季节性水平(俗称“罐底”)。――库欣油罐的顶部是浮动的,机构通常会利用上方盖子的浮起高度来提前判定现有库存。</p><p>撇开库欣地区原油现货较远月高企不谈,更致命的是,包括墨西哥湾在内的周边地区还有着超高溢价,这将进一步阻止原油流进库存。美国银行认为,随着交割日的临近,由于原油库存处于历史低位,所以“无油交割”的情况或将致使空头合约持有人争相买入以求按期平仓,但是这可能会致使油价到达“任何位置”,甚至出现“历史性逼空”。</p><p>综上所述,“远月不看好,但近月存在逼仓风险”的思路在近期油市已经“越来越有受众”了。若持有相关仓单,应适度提高警惕。</p></body></html>","source":"ths_fut","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>小摩称泽连斯基接近“投降”? 市场情绪大反转,该如何布局</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小摩称泽连斯基接近“投降”? 市场情绪大反转,该如何布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 10:14 北京时间 <a href=http://goodsfu.10jqka.com.cn/20220323/c637718309.shtml><strong>同花顺财经期货</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>局势反转?俄欧股市大涨原油回落很多人调侃称,俄乌战争,远看是俄罗斯打乌克兰、近看是俄罗斯打欧盟、再仔细一看是美国资本打欧盟。不管“战争逼迫资本回流美国境内”的阴谋论是否为真,欧盟在本轮冲突中损失惨重确实是不争的事实。然而,近期整个市场投机情绪却是迎来了峰回路转。股市方面,美股和中概股的反弹姑且不提,连饱受冲突困扰资金大量出逃的欧洲股市居然也呈现出了全线飘红的态势。同时,被戏称为“俄乌谈判进展晴雨表...</p>\n\n<a href=\"http://goodsfu.10jqka.com.cn/20220323/c637718309.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec55645df2a853f64791de2a1ad27327","relate_stocks":{".DJI":"道琼斯","USO":"美国原油ETF"},"source_url":"http://goodsfu.10jqka.com.cn/20220323/c637718309.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221092422","content_text":"局势反转?俄欧股市大涨原油回落很多人调侃称,俄乌战争,远看是俄罗斯打乌克兰、近看是俄罗斯打欧盟、再仔细一看是美国资本打欧盟。不管“战争逼迫资本回流美国境内”的阴谋论是否为真,欧盟在本轮冲突中损失惨重确实是不争的事实。然而,近期整个市场投机情绪却是迎来了峰回路转。股市方面,美股和中概股的反弹姑且不提,连饱受冲突困扰资金大量出逃的欧洲股市居然也呈现出了全线飘红的态势。同时,被戏称为“俄乌谈判进展晴雨表”的原油也意外迎来了回落态势。周二,国际油价小幅回落。那么问题来了,是什么导致了盘面氛围的突然反转?后市我们又该何去何从呢?市场为和谈做准备:摩根大通暗指泽连斯基接近“投降”毫无疑问,市场对俄乌和谈预期的变化是本轮盘面反复的直接原因。据央视报道,乌克兰总统泽连斯基在接受乌克兰媒体采访时表示,他已经准备好讨论,作出有关乌克兰不寻求加入北约的承诺,以换取停火、俄军撤军以及乌克兰的安全保障。其提到,事实很清楚,乌克兰不能获准加入北约,是因为北约不想与俄罗斯发生冲突。泽连斯基还表示,乌俄谈判有可能达成妥协,不过首先应当是实现停火。他还再次呼吁与俄罗斯总统普京进行直接会谈;而美联社则更近一步,直接点出“泽连斯基似乎准备放弃对克里米亚和顿巴斯地区的领土主张”;同时,摩根大通交易部门在昨日(周二)亦是撰文暗指泽连斯基已经接近“投降”,并开始对达成和平协议后的市场走势作出假设。欧美股市走强及原油的普跌发生在“消息广泛传播”后。这说明,市场已经开始“有意识的押注”了。德国态度强硬:欧盟需要进口俄罗斯石油除开乌克兰在最敏感的领土问题上“意见松动”外,欧美内部对禁止俄罗斯原油进口议题的分歧亦是引发市场投机氛围的一大核心要素。据了解,当前欧盟各国已就“禁运俄罗斯石油”的假设做出了新一轮的磋商,但这一情形遭到了德国和匈牙利的强烈反对。尽管24日拜登将在北约峰会上就“敲定新一轮对俄制裁”进行呼吁,但基于当前欧美内部的猛烈分歧,市场对起达成“原油禁运”的目的持悲观态度。注:欧盟40%的能源供应依赖俄罗斯进口,德国是欧盟大型经济体中对俄罗斯天然气依赖程度最深的国家之一,同时也购买了最多的俄罗斯原油。近日,俄罗斯曾警告成,如果对俄原油禁运,俄方将切断对欧盟的天然气管道输送。现货告急:提防近月原油历史性逼空风险当然,需要提醒的是。尽管市场对油价的后市预期开始趋于和缓,但它也带来额外的风险因素,即“近月合约远强于远月”。本周一,美国银行大宗商品团队向专业客户发布了一份题为“库欣缓冲库存所剩无几”的必读报告。报告指出,WTI原油日历价差最近飙升至十年高位,虽然现已有所稳定,但仍然处于高位,这不利于鼓励交易商储存石油。库欣枢纽的库存年初至今已消耗约1300万桶,上周跌到2400万桶,是页岩时代的最低季节性水平(俗称“罐底”)。――库欣油罐的顶部是浮动的,机构通常会利用上方盖子的浮起高度来提前判定现有库存。撇开库欣地区原油现货较远月高企不谈,更致命的是,包括墨西哥湾在内的周边地区还有着超高溢价,这将进一步阻止原油流进库存。美国银行认为,随着交割日的临近,由于原油库存处于历史低位,所以“无油交割”的情况或将致使空头合约持有人争相买入以求按期平仓,但是这可能会致使油价到达“任何位置”,甚至出现“历史性逼空”。综上所述,“远月不看好,但近月存在逼仓风险”的思路在近期油市已经“越来越有受众”了。若持有相关仓单,应适度提高警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637120847,"gmtCreate":1647958313608,"gmtModify":1647958313608,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"一定要量产,定价88.88万一辆,先生产100万辆,全拿去抵债,就消灭了8888亿的债务。","listText":"一定要量产,定价88.88万一辆,先生产100万辆,全拿去抵债,就消灭了8888亿的债务。","text":"一定要量产,定价88.88万一辆,先生产100万辆,全拿去抵债,就消灭了8888亿的债务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637120847","repostId":"1198423484","repostType":4,"repost":{"id":"1198423484","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":1647953528,"share":"https://www.laohu8.com/m/news/1198423484?lang=&edition=full","pubTime":"2022-03-22 20:52","market":"hk","language":"zh","title":"许家印:“恒驰5”6月22日一定要实现量产","url":"https://stock-news.laohu8.com/highlight/detail?id=1198423484","media":"老虎资讯综合","summary":"3月22日晚7时,恒大新能源汽车集团召开“大干三个月 实现恒驰5量产”的动员大会,会上恒大集团董事局主席许家印提出要求:“汽车集团要日夜奋战,努力拼搏,大干三个月,6月22日一定要实现恒驰5量产,为恒","content":"<html><head></head><body><p>3月22日晚7时,恒大新能源汽车集团召开“大干三个月 实现恒驰5量产”的动员大会,会上恒大集团董事局主席许家印提出要求:“汽车集团要日夜奋战,努力拼搏,大干三个月,6月22日一定要实现恒驰5量产,为恒大汽车的健康持续发展奠定坚实基础。”</p><p><img src=\"https://static.tigerbbs.com/041cbb860af9d8fc91f985ade208a6c3\" tg-width=\"546\" tg-height=\"254\" width=\"100%\" height=\"auto\"/></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>许家印:“恒驰5”6月22日一定要实现量产</title>\n<style 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实现恒驰5量产”的动员大会,会上恒大集团董事局主席许家印提出要求:“汽车集团要日夜奋战,努力拼搏,大干三个月,6月22日一定要实现恒驰5量产,为恒大汽车的健康持续发展奠定坚实基础。”</p><p><img src=\"https://static.tigerbbs.com/041cbb860af9d8fc91f985ade208a6c3\" tg-width=\"546\" tg-height=\"254\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18d663cec1bf148bc063b2f6e74297ca","relate_stocks":{"03333":"中国恒大","06666":"恒大物业","00708":"恒大汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198423484","content_text":"3月22日晚7时,恒大新能源汽车集团召开“大干三个月 实现恒驰5量产”的动员大会,会上恒大集团董事局主席许家印提出要求:“汽车集团要日夜奋战,努力拼搏,大干三个月,6月22日一定要实现恒驰5量产,为恒大汽车的健康持续发展奠定坚实基础。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637922509,"gmtCreate":1647865708246,"gmtModify":1647865708246,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/HTImain\">$恒生科技指数主连 2203(HTImain)$ </a>又是夜盘涨,日盘跌。","listText":"<a href=\"https://laohu8.com/FUT/HTImain\">$恒生科技指数主连 2203(HTImain)$ </a>又是夜盘涨,日盘跌。","text":"$恒生科技指数主连 2203(HTImain)$ 又是夜盘涨,日盘跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637922509","isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637910291,"gmtCreate":1647853619303,"gmtModify":1647853619303,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"有一个没上机,132了","listText":"有一个没上机,132了","text":"有一个没上机,132了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637910291","repostId":"1108475021","repostType":2,"repost":{"id":"1108475021","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":1647849888,"share":"https://www.laohu8.com/m/news/1108475021?lang=&edition=full","pubTime":"2022-03-21 16:04","market":"other","language":"zh","title":"波音盘前跌超3%,一架东航波音737客机在广西发生事故","url":"https://stock-news.laohu8.com/highlight/detail?id=1108475021","media":"老虎资讯综合","summary":"3月21日,波音盘前跌超3%,一架搭载133人的客机在广西藤县发生事故,伤亡情况未明。央视新闻报道,一架东航搭载133人的波音737客机在广西梧州藤县发生事故,并引发山火。目前救援队伍已经集结正在靠近","content":"<html><head></head><body><p>3月21日,波音盘前跌超3%,一架搭载133人的客机在广西藤县发生事故,伤亡情况未明。</p><p>央视新闻报道,一架东航搭载133人的波音737客机在广西梧州藤县发生事故,并引发山火。目前救援队伍已经集结正在靠近,伤亡情况未明。 </p><p><img src=\"https://static.tigerbbs.com/0d387b5a4354a7ad178af4024a0c0110\" tg-width=\"528\" tg-height=\"466\" width=\"100%\" height=\"auto\"/></p><p></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>波音盘前跌超3%,一架东航波音737客机在广西发生事故</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波音盘前跌超3%,一架东航波音737客机在广西发生事故\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\">2022-03-21 16:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月21日,波音盘前跌超3%,一架搭载133人的客机在广西藤县发生事故,伤亡情况未明。</p><p>央视新闻报道,一架东航搭载133人的波音737客机在广西梧州藤县发生事故,并引发山火。目前救援队伍已经集结正在靠近,伤亡情况未明。 </p><p><img src=\"https://static.tigerbbs.com/0d387b5a4354a7ad178af4024a0c0110\" tg-width=\"528\" tg-height=\"466\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3453d185c39c428eae69d98d6e3529e5","relate_stocks":{"BA":"波音"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108475021","content_text":"3月21日,波音盘前跌超3%,一架搭载133人的客机在广西藤县发生事故,伤亡情况未明。央视新闻报道,一架东航搭载133人的波音737客机在广西梧州藤县发生事故,并引发山火。目前救援队伍已经集结正在靠近,伤亡情况未明。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634240565,"gmtCreate":1647525972884,"gmtModify":1647525972884,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"先提前营造7次的氛围和预期,但是实际上最多加4次100点,然后资本市场大涨,拜登双赢了。","listText":"先提前营造7次的氛围和预期,但是实际上最多加4次100点,然后资本市场大涨,拜登双赢了。","text":"先提前营造7次的氛围和预期,但是实际上最多加4次100点,然后资本市场大涨,拜登双赢了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634240565","repostId":"1181924326","repostType":4,"repost":{"id":"1181924326","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1647506263,"share":"https://www.laohu8.com/m/news/1181924326?lang=&edition=full","pubTime":"2022-03-17 16:37","market":"us","language":"zh","title":"今年加息7次,美联储能做到吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181924326","media":"华尔街见闻","summary":"部分经济学家对美联储加息7次的预期表示怀疑,认为他们是否真的采取行动,是一个悬而未决的问题。美联储激进的加息计划,可能会在对抗通胀的同时使经济陷入衰退。周三,美联储将利率上调了25个基点,这是自201","content":"<html><head></head><body><blockquote>部分经济学家对美联储加息7次的预期表示怀疑,认为他们是否真的采取行动,是一个悬而未决的问题。</blockquote><p>美联储激进的加息计划,可能会在对抗通胀的同时使经济陷入衰退。</p><p>周三,美联储将利率上调了25个基点,这是自2018年以来的首次加息。与此同时,其预测显示,美联储官员预计今年将再加息6次,明年将加息3次。</p><p>这是一场激进的加息运动,但也引出了一个问题:<b>美联储能否在不严重损害经济的情况下取得成功?</b></p><p><b>“美联储过于激进了”</b></p><p>一些经济学家认为,美联储可能不会按预期行事,因为这可能会损害经济。</p><p>据CNBC报道,Leuthold Group的首席投资策略师James Paulsen表示,甚至在会议之前,债券市场就已经消化了7次加息,但许多经济学家曾预计,美联储只会加息5到6次:</p><blockquote>这在很大程度上已经被消化,但市场面临的更大问题是,我们是否会看到经济衰退。</blockquote><p>虽然经济学家没有明确预测经济会衰退,但他们确实看到经济增长放缓,而且自从俄罗斯的军事行动以来,前景变得更加不明朗。乌克兰危机也加剧了通胀,因为俄罗斯是主要的大宗商品生产国,而冲突和制裁引发了人们对石油、小麦和其他主要出口产品供应的怀疑。</p><p>道富环球顾问首席分析师Simona Mocuta明确表示:<b>“我认为美联储在这方面过于激进了。</b>经济如何发展是高度不确定的。它们可能不会实现。但可以肯定的是,美联储传递了一个非常强烈的信息. ...我仍然怀疑是否会有这么多的加息次数。”</p><p>经济学家们曾预计,美联储在首次加息时,会表现出鹰派或激进的态度。许多人曾认为美联储的决策滞后,因为美联储最初认为通胀是暂时的,而这种观点已经持续了太久。</p><p>Mocuta表示,<b>美联储可能会先加息几次,但在第三季度时应重新考虑加息的路径和经济状况。</b></p><p>如果俄乌冲突有所改善,通胀和供应链方面的一些压力将会缓解。随着时间的推移,疫情带来的一些供应链压力也可能消退。</p><p>大都会投资管理公司首席市场策略师Drew Matus表示:</p><blockquote>我想说的是,他们在发出他们需要发出的信号,<b>但他们是否真的采取行动,这是一个悬而未决的问题。</b></blockquote><p>数据显示,美国2月份CPI跃升至7.9%的40年新高,预计3月份还会进一步上升。</p><p>美联储预计,今年的核心通胀率将为4.1%,加息后明年将降至2.6%。他们还预测今年GDP将增长4%,到2023年将降至2.2%。预计失业率将降至3.5%,并将维持在这一水平。</p><p>Matus认为:“他们的很多预测都是没有意义的...在逻辑上有一些漏洞。”</p><p>他指出,<b>其中一个漏洞是,如果美联储真的按照预期的速度升息,将无法实现这一经济预测。</b></p><p>“他们是认真的”</p><p>但其他人确实预计美联储会继续加息,一些华尔街人士预测今年将加息7次。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>美国短期利率策略主管Mark Cabana表示:</p><blockquote>他们是认真的。他们在通胀方面真的远远落后于曲线。那些认为他们不能进行7次加息的人,将面临严重的打击。</blockquote><p>Grant Thornton的首席经济学家Diane Swonk认为,市场应该相信美联储的话:</p><blockquote>我们不能冒着滞胀的风险。他们承认,他们现在预计通胀会持续更长时间,而且这不仅仅是乌克兰的问题。</blockquote><blockquote>看到市场的反应,他们显然不相信。这是美联储加息前景的重大转变。他们这么做是有原因的,不仅仅是美联储的某个人。</blockquote><blockquote><b>这是整个美联储的系统性举措,即使是最鸽派的美联储官员也不例外。</b></blockquote><p>Swonk表示,美联储对失业率的预测可能不合理,但美联储确实希望给通胀降温。</p><p>如果美联储官员按照预期的行动,就存在风险。她说:<b>“当我模拟7次加息的情景时,也就是我的预测,我认为经济在下半年的平均增长将止步于1%。这是一次半硬着陆。”</b></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>今年加息7次,美联储能做到吗?</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今年加息7次,美联储能做到吗?\n</h2>\n\n<h4 class=\"meta\">\n\n2022-03-17 16:37 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>部分经济学家对美联储加息7次的预期表示怀疑,认为他们是否真的采取行动,是一个悬而未决的问题。美联储激进的加息计划,可能会在对抗通胀的同时使经济陷入衰退。周三,美联储将利率上调了25个基点,这是自2018年以来的首次加息。与此同时,其预测显示,美联储官员预计今年将再加息6次,明年将加息3次。这是一场激进的加息运动,但也引出了一个问题:美联储能否在不严重损害经济的情况下取得成功?“美联储过于激进了”...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{"513500":"标普500ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","BK4534":"瑞士信贷持仓","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF",".DJI":"道琼斯","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","OEX":"标普100","SPY":"标普500ETF","SPXU":"三倍做空标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181924326","content_text":"部分经济学家对美联储加息7次的预期表示怀疑,认为他们是否真的采取行动,是一个悬而未决的问题。美联储激进的加息计划,可能会在对抗通胀的同时使经济陷入衰退。周三,美联储将利率上调了25个基点,这是自2018年以来的首次加息。与此同时,其预测显示,美联储官员预计今年将再加息6次,明年将加息3次。这是一场激进的加息运动,但也引出了一个问题:美联储能否在不严重损害经济的情况下取得成功?“美联储过于激进了”一些经济学家认为,美联储可能不会按预期行事,因为这可能会损害经济。据CNBC报道,Leuthold Group的首席投资策略师James Paulsen表示,甚至在会议之前,债券市场就已经消化了7次加息,但许多经济学家曾预计,美联储只会加息5到6次:这在很大程度上已经被消化,但市场面临的更大问题是,我们是否会看到经济衰退。虽然经济学家没有明确预测经济会衰退,但他们确实看到经济增长放缓,而且自从俄罗斯的军事行动以来,前景变得更加不明朗。乌克兰危机也加剧了通胀,因为俄罗斯是主要的大宗商品生产国,而冲突和制裁引发了人们对石油、小麦和其他主要出口产品供应的怀疑。道富环球顾问首席分析师Simona Mocuta明确表示:“我认为美联储在这方面过于激进了。经济如何发展是高度不确定的。它们可能不会实现。但可以肯定的是,美联储传递了一个非常强烈的信息. ...我仍然怀疑是否会有这么多的加息次数。”经济学家们曾预计,美联储在首次加息时,会表现出鹰派或激进的态度。许多人曾认为美联储的决策滞后,因为美联储最初认为通胀是暂时的,而这种观点已经持续了太久。Mocuta表示,美联储可能会先加息几次,但在第三季度时应重新考虑加息的路径和经济状况。如果俄乌冲突有所改善,通胀和供应链方面的一些压力将会缓解。随着时间的推移,疫情带来的一些供应链压力也可能消退。大都会投资管理公司首席市场策略师Drew Matus表示:我想说的是,他们在发出他们需要发出的信号,但他们是否真的采取行动,这是一个悬而未决的问题。数据显示,美国2月份CPI跃升至7.9%的40年新高,预计3月份还会进一步上升。美联储预计,今年的核心通胀率将为4.1%,加息后明年将降至2.6%。他们还预测今年GDP将增长4%,到2023年将降至2.2%。预计失业率将降至3.5%,并将维持在这一水平。Matus认为:“他们的很多预测都是没有意义的...在逻辑上有一些漏洞。”他指出,其中一个漏洞是,如果美联储真的按照预期的速度升息,将无法实现这一经济预测。“他们是认真的”但其他人确实预计美联储会继续加息,一些华尔街人士预测今年将加息7次。美国银行美国短期利率策略主管Mark Cabana表示:他们是认真的。他们在通胀方面真的远远落后于曲线。那些认为他们不能进行7次加息的人,将面临严重的打击。Grant Thornton的首席经济学家Diane Swonk认为,市场应该相信美联储的话:我们不能冒着滞胀的风险。他们承认,他们现在预计通胀会持续更长时间,而且这不仅仅是乌克兰的问题。看到市场的反应,他们显然不相信。这是美联储加息前景的重大转变。他们这么做是有原因的,不仅仅是美联储的某个人。这是整个美联储的系统性举措,即使是最鸽派的美联储官员也不例外。Swonk表示,美联储对失业率的预测可能不合理,但美联储确实希望给通胀降温。如果美联储官员按照预期的行动,就存在风险。她说:“当我模拟7次加息的情景时,也就是我的预测,我认为经济在下半年的平均增长将止步于1%。这是一次半硬着陆。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634873426,"gmtCreate":1647443052499,"gmtModify":1647444836612,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"听听普京刚才的公开讲话吧,俄乌战争停不下。","listText":"听听普京刚才的公开讲话吧,俄乌战争停不下。","text":"听听普京刚才的公开讲话吧,俄乌战争停不下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634873426","repostId":"1154032972","repostType":4,"repost":{"id":"1154032972","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":1647440382,"share":"https://www.laohu8.com/m/news/1154032972?lang=&edition=full","pubTime":"2022-03-16 22:19","market":"other","language":"zh","title":"地缘局势利好!欧美股市集体大反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1154032972","media":"老虎资讯综合","summary":"3月16日,美股短线拉升,道指涨超500点,纳指涨2.8%,标普500指数涨近2%;欧股涨幅扩大,欧洲斯托克50指数、法国CAC40指数涨近5%,德国DAX指数涨4.23%。据央视新闻报道,当地时间1","content":"<html><head></head><body><p>3月16日,美股短线拉升,道指涨超500点,纳指涨2.8%,标普500指数涨近2%;欧股涨幅扩大,欧洲斯托克50指数、法国CAC40指数涨近5%,德国DAX指数涨4.23%。</p><p><img src=\"https://static.tigerbbs.com/cdc72abba4cfb5dad3b8b0e4d52c219c\" tg-width=\"944\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>据央视新闻报道,当地时间16日,俄乌双方准备好了一份在乌克兰保持中立、裁军的前提下实施的停火撤军计划。</p><p>据英国金融时报:乌克兰和俄罗斯在暂定的15点和平计划上取得了重大进展,其中包括停火以及如果基辅宣布中立并接受对其武装力量的限制,俄罗斯将撤出乌克兰。</p><p>原油期货短线下挫;现货黄金短线走低6美元,报1904美元/盎司;现货白银日内跌幅扩大至1.5%,最低报24.45美元/盎司。</p><p>能源股走弱,煤炭股方面,Warrior Met Coal跌7.29%,Romaco Resources跌5.85%,Alpha Metallurgical Resources跌4.85%;原油股方面,Nine Energy Service跌9.33%,RPC和US Well Service跌超7%,Baker Hughes等跟跌。</p><p>黄金股大跌,Paramount Gold Nevada跌8.37%,Great Panther Mining和Hycrotf Mining跌超7%,黄金资源跌5.71%,赫克拉矿业和SSR Mning跟跌。</p><p><img src=\"https://static.tigerbbs.com/b1f49e120c817bae1141ca16fdb53772\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b51f36d5641064d6c9567ee1f798cc06\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ff022e885f270ab250854ab73c7e262d\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></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>地缘局势利好!欧美股市集体大反弹</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; 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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地缘局势利好!欧美股市集体大反弹\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\">2022-03-16 22:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月16日,美股短线拉升,道指涨超500点,纳指涨2.8%,标普500指数涨近2%;欧股涨幅扩大,欧洲斯托克50指数、法国CAC40指数涨近5%,德国DAX指数涨4.23%。</p><p><img src=\"https://static.tigerbbs.com/cdc72abba4cfb5dad3b8b0e4d52c219c\" tg-width=\"944\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>据央视新闻报道,当地时间16日,俄乌双方准备好了一份在乌克兰保持中立、裁军的前提下实施的停火撤军计划。</p><p>据英国金融时报:乌克兰和俄罗斯在暂定的15点和平计划上取得了重大进展,其中包括停火以及如果基辅宣布中立并接受对其武装力量的限制,俄罗斯将撤出乌克兰。</p><p>原油期货短线下挫;现货黄金短线走低6美元,报1904美元/盎司;现货白银日内跌幅扩大至1.5%,最低报24.45美元/盎司。</p><p>能源股走弱,煤炭股方面,Warrior Met Coal跌7.29%,Romaco Resources跌5.85%,Alpha Metallurgical Resources跌4.85%;原油股方面,Nine Energy Service跌9.33%,RPC和US Well Service跌超7%,Baker Hughes等跟跌。</p><p>黄金股大跌,Paramount Gold Nevada跌8.37%,Great Panther Mining和Hycrotf Mining跌超7%,黄金资源跌5.71%,赫克拉矿业和SSR Mning跟跌。</p><p><img src=\"https://static.tigerbbs.com/b1f49e120c817bae1141ca16fdb53772\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/b51f36d5641064d6c9567ee1f798cc06\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ff022e885f270ab250854ab73c7e262d\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154032972","content_text":"3月16日,美股短线拉升,道指涨超500点,纳指涨2.8%,标普500指数涨近2%;欧股涨幅扩大,欧洲斯托克50指数、法国CAC40指数涨近5%,德国DAX指数涨4.23%。据央视新闻报道,当地时间16日,俄乌双方准备好了一份在乌克兰保持中立、裁军的前提下实施的停火撤军计划。据英国金融时报:乌克兰和俄罗斯在暂定的15点和平计划上取得了重大进展,其中包括停火以及如果基辅宣布中立并接受对其武装力量的限制,俄罗斯将撤出乌克兰。原油期货短线下挫;现货黄金短线走低6美元,报1904美元/盎司;现货白银日内跌幅扩大至1.5%,最低报24.45美元/盎司。能源股走弱,煤炭股方面,Warrior Met Coal跌7.29%,Romaco Resources跌5.85%,Alpha Metallurgical Resources跌4.85%;原油股方面,Nine Energy Service跌9.33%,RPC和US Well Service跌超7%,Baker Hughes等跟跌。黄金股大跌,Paramount Gold Nevada跌8.37%,Great Panther Mining和Hycrotf Mining跌超7%,黄金资源跌5.71%,赫克拉矿业和SSR Mning跟跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634143190,"gmtCreate":1647416953702,"gmtModify":1647416953702,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>昙花一现,晚上加息50个点,今天涨多少明天跌多少[流泪] ","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>昙花一现,晚上加息50个点,今天涨多少明天跌多少[流泪] 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href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2203(CNmain)$ </a>老乡,不要走、反弹了,赶快拿钱抄底呀[贱笑] ","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2203(CNmain)$ </a>老乡,不要走、反弹了,赶快拿钱抄底呀[贱笑] ","text":"$A50指数主连 2203(CNmain)$ 老乡,不要走、反弹了,赶快拿钱抄底呀[贱笑]","images":[{"img":"https://static.tigerbbs.com/0fdb4d6dde84c7c4abefb49dc3b6c31e","width":"1280","height":"854"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634373802","isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":634363065,"gmtCreate":1647354737507,"gmtModify":1647354737507,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>跑路吧,下一波就看10000了。现在拉,是老乡不要走!","listText":"<a 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21:17","market":"us","language":"zh","title":"美国2月“小非农”ADP就业人数超出预期,就业市场表现强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1197512712","media":"华尔街见闻","summary":"摘要:有“小非农”之称的美国2月ADP就业人数增加47.5万人,预期 37.5万人,前值减少30.1万人。一定程度上,该数据预示周五的重磅非农就业数据可能较为乐观。3月2日周三,美国ADP Resea","content":"<html><head></head><body><blockquote><b>摘要:</b><b>有“小非农”之称的美国2月ADP就业人数增加47.5万人,预期 37.5万人,前值减少30.1万人。一定程度上,该数据预示周五的重磅非农就业数据可能较为乐观。</b></blockquote><p>3月2日周三,美国ADP Research Institute发布的数据显示,美国2月ADP就业人数增加47.5万人,预期37.5万人,1月前值减少30.1万人。2月ADP就业数据大幅反弹,就业市场表现强劲。</p><p>值得一提的是,ADP将1月就业人数从-30.1万人大幅修正至增加50.9万人。</p><p><img src=\"https://static.tigerbbs.com/407e596845d8850e544abf04c5ebc2c9\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>分部门来看,2月份服务提供者就业人数增加了41.7万人;商品生产商的就业人数增加了5.7万,服务业提供了2月的主要就业动力。</p><p>具体行业来看,休闲和酒店行业的新增就业人数领先,达到17万人;而上个月的报告中,休闲和酒店业减少幅度最大,下降了15.4万,贡献了过半就业降幅。</p><p>此外,贸易、运输和公用事业增加了9.8万人;专业、商务类增加了7.2万人;教育和卫生服务业报告增加了4万个就业;制造业增加了3万个职位;建筑业增加了2.6万个就业;金融服务类增加了1.1万人;其他服务类别增加了1.8万人。</p><p>按企业规模来看,失业主要集中在小公司,而就业集中在大公司。2月雇员少于50人的公司减少了9.6万人,中型企业增加了1.8万人,员工人数超过500人的企业增加了55.2万人。</p><p>ADP首席经济学家Nela Richardson在一份声明中表示:</p><blockquote>“劳动力市场需求仍然强劲,但受到大流行后劳动力供给减少的限制。上个月,大公司表明它们已准备好了更高的工资和福利,并创造了疫情复苏初期以来的最佳表现。与此同时,小公司在跟上(大公司)的工资和福利方面表现艰难,因此在劳动力市场的竞争中失去了优势。”</blockquote><p>有“小非农”之称的ADP数据覆盖了美国近2600万员工的就业情况。该数据预示着周五的重磅非农就业数据可能较为乐观。不过,两者也时常存在一些偏差。</p><p>ADP数据公布后,美元指数、现货黄金、美股期货短线波动不大。</p></body></html>","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 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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美国2月“小非农”ADP就业人数超出预期,就业市场表现强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 21:17 北京时间 <a href=https://wallstreetcn.com/articles/3653232><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:有“小非农”之称的美国2月ADP就业人数增加47.5万人,预期 37.5万人,前值减少30.1万人。一定程度上,该数据预示周五的重磅非农就业数据可能较为乐观。3月2日周三,美国ADP Research Institute发布的数据显示,美国2月ADP就业人数增加47.5万人,预期37.5万人,1月前值减少30.1万人。2月ADP就业数据大幅反弹,就业市场表现强劲。值得一提的是,ADP将1月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3653232\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3653232","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1197512712","content_text":"摘要:有“小非农”之称的美国2月ADP就业人数增加47.5万人,预期 37.5万人,前值减少30.1万人。一定程度上,该数据预示周五的重磅非农就业数据可能较为乐观。3月2日周三,美国ADP Research Institute发布的数据显示,美国2月ADP就业人数增加47.5万人,预期37.5万人,1月前值减少30.1万人。2月ADP就业数据大幅反弹,就业市场表现强劲。值得一提的是,ADP将1月就业人数从-30.1万人大幅修正至增加50.9万人。分部门来看,2月份服务提供者就业人数增加了41.7万人;商品生产商的就业人数增加了5.7万,服务业提供了2月的主要就业动力。具体行业来看,休闲和酒店行业的新增就业人数领先,达到17万人;而上个月的报告中,休闲和酒店业减少幅度最大,下降了15.4万,贡献了过半就业降幅。此外,贸易、运输和公用事业增加了9.8万人;专业、商务类增加了7.2万人;教育和卫生服务业报告增加了4万个就业;制造业增加了3万个职位;建筑业增加了2.6万个就业;金融服务类增加了1.1万人;其他服务类别增加了1.8万人。按企业规模来看,失业主要集中在小公司,而就业集中在大公司。2月雇员少于50人的公司减少了9.6万人,中型企业增加了1.8万人,员工人数超过500人的企业增加了55.2万人。ADP首席经济学家Nela Richardson在一份声明中表示:“劳动力市场需求仍然强劲,但受到大流行后劳动力供给减少的限制。上个月,大公司表明它们已准备好了更高的工资和福利,并创造了疫情复苏初期以来的最佳表现。与此同时,小公司在跟上(大公司)的工资和福利方面表现艰难,因此在劳动力市场的竞争中失去了优势。”有“小非农”之称的ADP数据覆盖了美国近2600万员工的就业情况。该数据预示着周五的重磅非农就业数据可能较为乐观。不过,两者也时常存在一些偏差。ADP数据公布后,美元指数、现货黄金、美股期货短线波动不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690386909,"gmtCreate":1639634950909,"gmtModify":1639634950909,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"这事逗你玩吧[开心] ","listText":"这事逗你玩吧[开心] ","text":"这事逗你玩吧[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690386909","repostId":"1111663052","repostType":4,"repost":{"id":"1111663052","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":1639633345,"share":"https://www.laohu8.com/m/news/1111663052?lang=&edition=full","pubTime":"2021-12-16 13:42","market":"other","language":"zh","title":"消息称,商汤科技将于下周一重启赴港IPO计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1111663052","media":"老虎资讯综合","summary":"12月16日讯,市场消息:据悉商汤科技将于下周一重启赴港IPO计划。","content":"<p>12月16日讯,市场消息:据悉商汤科技将于下周一重启赴港IPO计划。</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>消息称,商汤科技将于下周一重启赴港IPO计划</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; 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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消息称,商汤科技将于下周一重启赴港IPO计划\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\">2021-12-16 13:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月16日讯,市场消息:据悉商汤科技将于下周一重启赴港IPO计划。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00020":"商汤-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111663052","content_text":"12月16日讯,市场消息:据悉商汤科技将于下周一重启赴港IPO计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690388477,"gmtCreate":1639634913548,"gmtModify":1639634913548,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"老美加息的预期摆在这,那么买大A低风险的大蓝筹大白马不就是一个好选择了吗。这一次北向资金购买大A,估计要持续到老美二次加息落地后去了。大A现在和欧美走跷跷板行情了。","listText":"老美加息的预期摆在这,那么买大A低风险的大蓝筹大白马不就是一个好选择了吗。这一次北向资金购买大A,估计要持续到老美二次加息落地后去了。大A现在和欧美走跷跷板行情了。","text":"老美加息的预期摆在这,那么买大A低风险的大蓝筹大白马不就是一个好选择了吗。这一次北向资金购买大A,估计要持续到老美二次加息落地后去了。大A现在和欧美走跷跷板行情了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690388477","repostId":"1199495199","repostType":4,"repost":{"id":"1199495199","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1639619089,"share":"https://www.laohu8.com/m/news/1199495199?lang=&edition=full","pubTime":"2021-12-16 09:44","market":"sh","language":"zh","title":"什么信号?外资连续11天加仓,看上了哪些股?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199495199","media":"券商中国","summary":"这两天,虽然大盘指数有所调整,行情趋于平淡,但外资依然雷打不动,继续在A股市场上“买买买”。\n自12月1日以来,北向资金已连续11个交易日加仓A股,合计净买入金额高达762亿元。尤其是在上周,北向资金","content":"<p>这两天,虽然大盘指数有所调整,行情趋于平淡,但外资依然雷打不动,继续在A股市场上“买买买”。</p>\n<p><b>自12月1日以来,北向资金已连续11个交易日加仓A股,合计净买入金额高达762亿元。尤其是在上周,北向资金创下488亿元的单周最大净买入纪录。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cbdd3e2c7d39b2bd6b0f7cc0686d1a43\" tg-width=\"554\" tg-height=\"268\" referrerpolicy=\"no-referrer\"></p>\n<p>政策支持叠加人民币升值,吸引外资跑步进场。那么这些资金都盯上了哪些股票呢?明年又该如何投资?</p>\n<p><b>外资连续第11个交易日加仓A股</b></p>\n<p>12月15日,北向资金小幅净买入7.52亿元,虽然流入速度放缓,但这已是北向资金连续第11个交易日加仓A股。</p>\n<p>当天,前十大成交股中,净买入额居前五的是<a href=\"https://laohu8.com/S/300059\">东方财富</a>、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/600089\">特变电工</a>、<a href=\"https://laohu8.com/S/600900\">长江电力</a>,分别获净买入7.19亿元、4.96亿元、4.14亿元、3.68亿元、3.36亿元;净卖出额居前五的是<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/000001\">平安银行</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/600406\">国电南瑞</a>,净卖出额分别为6.96亿元、5.12亿元、3.14亿元、2.71亿元、2.01亿元。</p>\n<p><b>值得一提的是,东方财富已连续8个交易日被外资扫货,累计净买入金额超过68亿元。从股价来看,东方财富可谓表现强势,8个交易日中有7天是上涨的。近三个交易日,该股更是连续三天创收盘价历史新高,最新股价为38.67元,市值为3997亿元。</b></p>\n<p><b>外资近期看上了哪些股票?</b></p>\n<p>统计数据显示,自12月1日以来,北向资金连续11个交易日加仓A股,合计净买入金额高达762亿元。今年以来,北向资金合计净买入4194亿元,比去年全年高出2100亿元。</p>\n<p>东莞证券分析师费小平指出,近期北向资金表现积极,政策支持叠加人民币升值,吸引北向资金年末跑步进场。在人民币汇率维持相对坚挺背景下,国际资金仍有持续流入动力。</p>\n<p>统计数据显示,近11个交易日,北向资金净买入前10名分别是东方财富、贵州茅台、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、五粮液、<a href=\"https://laohu8.com/S/601318\">中国平安</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>,分别获净买入66.33亿元、44.48亿元、42.20亿元、30.71亿元、30.52亿元、17.54亿元、16.96亿元、16.34亿元、14.34亿元、12.13亿元。由此可见,金融及消费股最受外资青睐。</p>\n<p>费小平表示,近期北向资金对A股增持明显,食品饮料、银行、非银金融、电子和家用电器流入居前。北向资金风格切换至消费、金融等价值蓝筹个股,而军工、电气设备等成长板块则表现较弱。从历史来看,北向资金的持仓变化与市场走势较为贴近,对A股整体走势具有一定的前瞻和指引作用。建议积极布局跨年行情,布局北向资金增持较多的消费、金融等价值蓝筹股。</p>\n<p><b><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>晋信基金认为,北向资金作为市场的风向标之一,大举进入传统蓝筹白马行业,或许也意味着市场风格正在逐步从高景气高成长行业向相对低估值的白马蓝筹切换。</b></p>\n<p><b>明年大盘会怎么走?</b></p>\n<p>2022年即将到来,A股行情又将如何演绎?</p>\n<p><a href=\"https://laohu8.com/S/600837\">海通证券</a>首席经济学家荀玉根认为,A股在经历2019-2021年三年上涨后,2022年在利率制约估值和盈利下行的双重压力下,A股市场或将迎来休整,历史上在这类市场环境下大盘和价值往往是较好的选择。</p>\n<p>荀玉根指出,市值风格上,明年有望延续2016年以来的趋势,即大盘略优;成长价值风格方面,从时间上看本轮成长占优的周期持续三年,未来成长风格或还存在延续的可能,但考虑到目前成长相对价值的估值溢价已较为明显,明年风格有望略向价值回归。</p>\n<p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>研究所策略首席分析师陈显顺表示,2022年上半年先进后守,春季躁动接棒跨年行情。下半年伴随经济逐步回暖以及政策不确定性的下降,市场将逐步回温。</p>\n<p>行业配置方面,陈显顺指出,低估值+盈利反转逻辑最强的大众消费品为核心配置主线,兼具高胜率与高赔率。</p>\n<p>1、大众消费推荐:1)基本面反转拐点:种植/畜牧养殖;2)竞争格局改善:白酒/乳制品/调味品/纺织服装等;3)反转预期提前:整车/汽零/小家电/白电等。</p>\n<p>2、推荐出口景气与国产替代率先破局,成本压力收敛后盈利修复共振的高端制造。</p>\n<p>3、2022年具备高确定性的景气成长仍是最强绝对收益主线:1)能源结构转型背景下中期持续受益的新能源产业链,新能源车/绿电;2)凭借技术创新+国产替代贡献核心需求增量的科技制造。</p>\n<p>4、中观视角结构性反转机会。</p>\n<p>汇丰晋信研究总监、基金经理陆彬表示,2022年市场的关键词是“价值回归、优质成长”。他把市场划分为4个方向:</p>\n<p>第一个方向是核心资产,主要包括医药、消费、新能源等长期空间比较大、优质公司比较多的行业。陆彬称,今年我们聚焦投资在新能源行业,今年年初低配消费和医药,但明年我们可能会在这些行业里面寻找估值和基本面的平衡。未来几个月,新能源行业可能迎来系统性的估值提升。</p>\n<p>第二个方向是指数权重股中的低估值价值类。房地产行业明年可能会迎来估值提升的机会。</p>\n<p>第三个方向是PEG成长类的行业。在这个领域里,会优选高端装备、新材料、汽车电子、计算机等。</p>\n<p>最后一个方向是周期类行业。整体来说,周期类的投资机会可能进入尾声,会更多关注和碳中和密切相关的周期细分行业,以及跟农业尤其是猪周期相关的投资机会。</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\" 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}\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\">\n什么信号?外资连续11天加仓,看上了哪些股?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-12-16 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>这两天,虽然大盘指数有所调整,行情趋于平淡,但外资依然雷打不动,继续在A股市场上“买买买”。</p>\n<p><b>自12月1日以来,北向资金已连续11个交易日加仓A股,合计净买入金额高达762亿元。尤其是在上周,北向资金创下488亿元的单周最大净买入纪录。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cbdd3e2c7d39b2bd6b0f7cc0686d1a43\" tg-width=\"554\" tg-height=\"268\" referrerpolicy=\"no-referrer\"></p>\n<p>政策支持叠加人民币升值,吸引外资跑步进场。那么这些资金都盯上了哪些股票呢?明年又该如何投资?</p>\n<p><b>外资连续第11个交易日加仓A股</b></p>\n<p>12月15日,北向资金小幅净买入7.52亿元,虽然流入速度放缓,但这已是北向资金连续第11个交易日加仓A股。</p>\n<p>当天,前十大成交股中,净买入额居前五的是<a href=\"https://laohu8.com/S/300059\">东方财富</a>、<a href=\"https://laohu8.com/S/300274\">阳光电源</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/600089\">特变电工</a>、<a href=\"https://laohu8.com/S/600900\">长江电力</a>,分别获净买入7.19亿元、4.96亿元、4.14亿元、3.68亿元、3.36亿元;净卖出额居前五的是<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/000001\">平安银行</a>、<a href=\"https://laohu8.com/S/601012\">隆基股份</a>、<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/600406\">国电南瑞</a>,净卖出额分别为6.96亿元、5.12亿元、3.14亿元、2.71亿元、2.01亿元。</p>\n<p><b>值得一提的是,东方财富已连续8个交易日被外资扫货,累计净买入金额超过68亿元。从股价来看,东方财富可谓表现强势,8个交易日中有7天是上涨的。近三个交易日,该股更是连续三天创收盘价历史新高,最新股价为38.67元,市值为3997亿元。</b></p>\n<p><b>外资近期看上了哪些股票?</b></p>\n<p>统计数据显示,自12月1日以来,北向资金连续11个交易日加仓A股,合计净买入金额高达762亿元。今年以来,北向资金合计净买入4194亿元,比去年全年高出2100亿元。</p>\n<p>东莞证券分析师费小平指出,近期北向资金表现积极,政策支持叠加人民币升值,吸引北向资金年末跑步进场。在人民币汇率维持相对坚挺背景下,国际资金仍有持续流入动力。</p>\n<p>统计数据显示,近11个交易日,北向资金净买入前10名分别是东方财富、贵州茅台、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、五粮液、<a href=\"https://laohu8.com/S/601318\">中国平安</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>,分别获净买入66.33亿元、44.48亿元、42.20亿元、30.71亿元、30.52亿元、17.54亿元、16.96亿元、16.34亿元、14.34亿元、12.13亿元。由此可见,金融及消费股最受外资青睐。</p>\n<p>费小平表示,近期北向资金对A股增持明显,食品饮料、银行、非银金融、电子和家用电器流入居前。北向资金风格切换至消费、金融等价值蓝筹个股,而军工、电气设备等成长板块则表现较弱。从历史来看,北向资金的持仓变化与市场走势较为贴近,对A股整体走势具有一定的前瞻和指引作用。建议积极布局跨年行情,布局北向资金增持较多的消费、金融等价值蓝筹股。</p>\n<p><b><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>晋信基金认为,北向资金作为市场的风向标之一,大举进入传统蓝筹白马行业,或许也意味着市场风格正在逐步从高景气高成长行业向相对低估值的白马蓝筹切换。</b></p>\n<p><b>明年大盘会怎么走?</b></p>\n<p>2022年即将到来,A股行情又将如何演绎?</p>\n<p><a href=\"https://laohu8.com/S/600837\">海通证券</a>首席经济学家荀玉根认为,A股在经历2019-2021年三年上涨后,2022年在利率制约估值和盈利下行的双重压力下,A股市场或将迎来休整,历史上在这类市场环境下大盘和价值往往是较好的选择。</p>\n<p>荀玉根指出,市值风格上,明年有望延续2016年以来的趋势,即大盘略优;成长价值风格方面,从时间上看本轮成长占优的周期持续三年,未来成长风格或还存在延续的可能,但考虑到目前成长相对价值的估值溢价已较为明显,明年风格有望略向价值回归。</p>\n<p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>研究所策略首席分析师陈显顺表示,2022年上半年先进后守,春季躁动接棒跨年行情。下半年伴随经济逐步回暖以及政策不确定性的下降,市场将逐步回温。</p>\n<p>行业配置方面,陈显顺指出,低估值+盈利反转逻辑最强的大众消费品为核心配置主线,兼具高胜率与高赔率。</p>\n<p>1、大众消费推荐:1)基本面反转拐点:种植/畜牧养殖;2)竞争格局改善:白酒/乳制品/调味品/纺织服装等;3)反转预期提前:整车/汽零/小家电/白电等。</p>\n<p>2、推荐出口景气与国产替代率先破局,成本压力收敛后盈利修复共振的高端制造。</p>\n<p>3、2022年具备高确定性的景气成长仍是最强绝对收益主线:1)能源结构转型背景下中期持续受益的新能源产业链,新能源车/绿电;2)凭借技术创新+国产替代贡献核心需求增量的科技制造。</p>\n<p>4、中观视角结构性反转机会。</p>\n<p>汇丰晋信研究总监、基金经理陆彬表示,2022年市场的关键词是“价值回归、优质成长”。他把市场划分为4个方向:</p>\n<p>第一个方向是核心资产,主要包括医药、消费、新能源等长期空间比较大、优质公司比较多的行业。陆彬称,今年我们聚焦投资在新能源行业,今年年初低配消费和医药,但明年我们可能会在这些行业里面寻找估值和基本面的平衡。未来几个月,新能源行业可能迎来系统性的估值提升。</p>\n<p>第二个方向是指数权重股中的低估值价值类。房地产行业明年可能会迎来估值提升的机会。</p>\n<p>第三个方向是PEG成长类的行业。在这个领域里,会优选高端装备、新材料、汽车电子、计算机等。</p>\n<p>最后一个方向是周期类行业。整体来说,周期类的投资机会可能进入尾声,会更多关注和碳中和密切相关的周期细分行业,以及跟农业尤其是猪周期相关的投资机会。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","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":"1199495199","content_text":"这两天,虽然大盘指数有所调整,行情趋于平淡,但外资依然雷打不动,继续在A股市场上“买买买”。\n自12月1日以来,北向资金已连续11个交易日加仓A股,合计净买入金额高达762亿元。尤其是在上周,北向资金创下488亿元的单周最大净买入纪录。\n\n政策支持叠加人民币升值,吸引外资跑步进场。那么这些资金都盯上了哪些股票呢?明年又该如何投资?\n外资连续第11个交易日加仓A股\n12月15日,北向资金小幅净买入7.52亿元,虽然流入速度放缓,但这已是北向资金连续第11个交易日加仓A股。\n当天,前十大成交股中,净买入额居前五的是东方财富、阳光电源、五粮液、特变电工、长江电力,分别获净买入7.19亿元、4.96亿元、4.14亿元、3.68亿元、3.36亿元;净卖出额居前五的是药明康德、平安银行、隆基股份、贵州茅台、国电南瑞,净卖出额分别为6.96亿元、5.12亿元、3.14亿元、2.71亿元、2.01亿元。\n值得一提的是,东方财富已连续8个交易日被外资扫货,累计净买入金额超过68亿元。从股价来看,东方财富可谓表现强势,8个交易日中有7天是上涨的。近三个交易日,该股更是连续三天创收盘价历史新高,最新股价为38.67元,市值为3997亿元。\n外资近期看上了哪些股票?\n统计数据显示,自12月1日以来,北向资金连续11个交易日加仓A股,合计净买入金额高达762亿元。今年以来,北向资金合计净买入4194亿元,比去年全年高出2100亿元。\n东莞证券分析师费小平指出,近期北向资金表现积极,政策支持叠加人民币升值,吸引北向资金年末跑步进场。在人民币汇率维持相对坚挺背景下,国际资金仍有持续流入动力。\n统计数据显示,近11个交易日,北向资金净买入前10名分别是东方财富、贵州茅台、招商银行、五粮液、中国平安、中国中免、中信证券、兆易创新、洋河股份、韦尔股份,分别获净买入66.33亿元、44.48亿元、42.20亿元、30.71亿元、30.52亿元、17.54亿元、16.96亿元、16.34亿元、14.34亿元、12.13亿元。由此可见,金融及消费股最受外资青睐。\n费小平表示,近期北向资金对A股增持明显,食品饮料、银行、非银金融、电子和家用电器流入居前。北向资金风格切换至消费、金融等价值蓝筹个股,而军工、电气设备等成长板块则表现较弱。从历史来看,北向资金的持仓变化与市场走势较为贴近,对A股整体走势具有一定的前瞻和指引作用。建议积极布局跨年行情,布局北向资金增持较多的消费、金融等价值蓝筹股。\n汇丰晋信基金认为,北向资金作为市场的风向标之一,大举进入传统蓝筹白马行业,或许也意味着市场风格正在逐步从高景气高成长行业向相对低估值的白马蓝筹切换。\n明年大盘会怎么走?\n2022年即将到来,A股行情又将如何演绎?\n海通证券首席经济学家荀玉根认为,A股在经历2019-2021年三年上涨后,2022年在利率制约估值和盈利下行的双重压力下,A股市场或将迎来休整,历史上在这类市场环境下大盘和价值往往是较好的选择。\n荀玉根指出,市值风格上,明年有望延续2016年以来的趋势,即大盘略优;成长价值风格方面,从时间上看本轮成长占优的周期持续三年,未来成长风格或还存在延续的可能,但考虑到目前成长相对价值的估值溢价已较为明显,明年风格有望略向价值回归。\n国泰君安研究所策略首席分析师陈显顺表示,2022年上半年先进后守,春季躁动接棒跨年行情。下半年伴随经济逐步回暖以及政策不确定性的下降,市场将逐步回温。\n行业配置方面,陈显顺指出,低估值+盈利反转逻辑最强的大众消费品为核心配置主线,兼具高胜率与高赔率。\n1、大众消费推荐:1)基本面反转拐点:种植/畜牧养殖;2)竞争格局改善:白酒/乳制品/调味品/纺织服装等;3)反转预期提前:整车/汽零/小家电/白电等。\n2、推荐出口景气与国产替代率先破局,成本压力收敛后盈利修复共振的高端制造。\n3、2022年具备高确定性的景气成长仍是最强绝对收益主线:1)能源结构转型背景下中期持续受益的新能源产业链,新能源车/绿电;2)凭借技术创新+国产替代贡献核心需求增量的科技制造。\n4、中观视角结构性反转机会。\n汇丰晋信研究总监、基金经理陆彬表示,2022年市场的关键词是“价值回归、优质成长”。他把市场划分为4个方向:\n第一个方向是核心资产,主要包括医药、消费、新能源等长期空间比较大、优质公司比较多的行业。陆彬称,今年我们聚焦投资在新能源行业,今年年初低配消费和医药,但明年我们可能会在这些行业里面寻找估值和基本面的平衡。未来几个月,新能源行业可能迎来系统性的估值提升。\n第二个方向是指数权重股中的低估值价值类。房地产行业明年可能会迎来估值提升的机会。\n第三个方向是PEG成长类的行业。在这个领域里,会优选高端装备、新材料、汽车电子、计算机等。\n最后一个方向是周期类行业。整体来说,周期类的投资机会可能进入尾声,会更多关注和碳中和密切相关的周期细分行业,以及跟农业尤其是猪周期相关的投资机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607068063,"gmtCreate":1639459300661,"gmtModify":1639459300661,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"正经人谁用微博嘛[捂脸] ","listText":"正经人谁用微博嘛[捂脸] ","text":"正经人谁用微博嘛[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607068063","repostId":"1181035187","repostType":4,"repost":{"id":"1181035187","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":1639458963,"share":"https://www.laohu8.com/m/news/1181035187?lang=&edition=full","pubTime":"2021-12-14 13:16","market":"us","language":"zh","title":"微博午后一度跌10%,国家网信办依法约谈处罚新浪微博","url":"https://stock-news.laohu8.com/highlight/detail?id=1181035187","media":"老虎资讯综合","summary":"周二,微博午后跌幅一度扩大至10%,截至发稿跌超8%。此前国家网信办依法约谈处罚新浪微博,微博回应将成立整改落实工作小组。","content":"<p>周二,<a href=\"https://laohu8.com/S/09898\">微博</a>午后跌幅一度扩大至10%,截至发稿跌超8%。此前国家网信办依法约谈处罚<a href=\"https://laohu8.com/S/SINA\">新浪</a>微博,微博回应将成立整改落实工作小组。</p>\n<p><img src=\"https://static.tigerbbs.com/c6a9c174d674f2d3e40b50d760549ecb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>微博午后一度跌10%,国家网信办依法约谈处罚新浪微博</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{ 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","text":"洗碗,明天白酒洗碗[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602517784","repostId":"1142290766","repostType":4,"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602500595,"gmtCreate":1639036169450,"gmtModify":1639036169450,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551672667922083","idStr":"3551672667922083"},"themes":[],"htmlText":"看来老美问题真的很大","listText":"看来老美问题真的很大","text":"看来老美问题真的很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602500595","repostId":"1109107957","repostType":4,"repost":{"id":"1109107957","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":1639033294,"share":"https://www.laohu8.com/m/news/1109107957?lang=&edition=full","pubTime":"2021-12-09 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>目标价位9块,以滴滴现在还拥有的市场来看,回港定价就是9美元左右,即70港币,再贵估计就卖不出去了。如果在回港上市前,能够把数据安全问题解决(就是国家处罚),那么上浮10-20%。","listText":"<a 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22:24","market":"sh","language":"zh","title":"全面降准是宣告政策底吗?“宽信用行情”将如何演绎","url":"https://stock-news.laohu8.com/highlight/detail?id=1125782309","media":"奇霖宏观","summary":"此次降准很大程度上是为了加大对小微企业的支持力度,应对经济下行压力。","content":"<p>文 | 红塔证券 李奇霖 孙永乐</p>\n<p>12月3日,国务院总理李克强在会见国际货币基金组织总裁时提出将继续实施稳健的货币政策,保持流动性合理充裕,围绕市场主体需求制定政策,适时降准,加大对实体经济特别是中小微企业的支持力度,确保经济平稳健康运行。</p>\n<p>时隔2天之后,央行在6号正式表态,决定于2021年12月15日下调金融机构存款准备金率0.5个百分点(不含已执行5%存款准备金率的金融机构),共计释放长期资金约1.2万亿元。本次下调后,金融机构加权平均存款准备金率为8.4%。</p>\n<p><b>按照央行的表述,本次降准的目的是加强跨周期调节,优化金融机构的资金结构,提升金融服务能力,更好支持实体经济。</b></p>\n<p>结合近几天发生的事情以及政策的表态,我们认为这一轮降准可能有这么两方面的考量。</p>\n<p><b>如政策所说,此次降准很大程度上是为了加大对小微企业的支持力度,应对经济下行压力。</b></p>\n<p>这一点和7月的降准就有点类似。当时央行就表示因为大宗商品价格上涨,小微企业面临成本上升等经营压力,所以通过降准来支持小微企业。</p>\n<p><b>现在成本端的压力还是在的</b>,虽然自10月政策加大调控力度之后,大宗商品的价格整体是一个下行的走势。</p>\n<p>但是一来目前大宗商品价格依旧处于历史高位,10月PPI同比增速为13.5%,11月虽然PPI大概率已经开始回落。但是考虑到目前价格位于高位、全球供应链依旧没有修复、国内对部分高耗能高污染商品的限产措施依旧等,后续PPI的下行还需要一段时间;</p>\n<p>二来一般企业会备有0-3月左右的原材料库存,这也就意味着目前企业使用的原材料是此前高价购入的原材料,这也意味着成本的压力缓解还需要时间;</p>\n<p>三来就是通胀的结构性分化还没有明显改善,虽然上游成本一直在上涨,但是因为缺乏消费,价格的传导渠道并不通畅,很大一部分涨价压力只能由企业自己消化。</p>\n<p><img src=\"https://static.tigerbbs.com/75bbda44597b462ddb1ce95262cb532f\" tg-width=\"865\" tg-height=\"655\" referrerpolicy=\"no-referrer\"></p>\n<p><b>但是现在和7月很大的不同点在于,现在PPI下行的趋势相对还是比较明确的,如果仅仅是来自成本端的压力,央行可能不会降准。</b></p>\n<p><b>我们认为现在降准,更大的可能是因为经济下行的压力更大了。</b>在这样的情况下,除了成本端的压力,小微企业还面临着需求回落的压力,所以政策发力的诉求提高。</p>\n<p>出口方面,考虑到海外疫情再度爆发、美国等后续有补库存的动力等,中国出口短期是有望维持韧性的。但是我们也要看到因为美国通胀压力比较大,美国的财政货币政策已经进入了加速退出的时期。在这样的情况下,后续出口对经济的支撑可能有所减弱。</p>\n<p><b>虽然政策底已经出现,但是从政策底到行业底存在一定的时滞。</b>目前对需求端的政策也主要是着眼于刚需用户的信贷。</p>\n<p><b>政策想让新基建和绿色制造业补上相关缺口的。</b>所以我们能够看到近期政策关于基建方面的表述明显增加,比如此前的国务院常务会议就表示一来要加快现有额度发行,力争在明年初形成更多实物工作量;二来可能会提前下达一部分专项债额度。</p>\n<p>从11月PMI数据上也可以看到与基建相关的土木工程建筑业商务活动指数比上月上升5.4个百分点。</p>\n<p><b>另外,新基建会成为后续基建发力的主要方向。</b>近年来,制约基建发力的一个重要原因就是地方政府缺少满足监管条件的项目,旧项目现在也很难再有新意了。</p>\n<p>因此政策开始强调发力新基建,比如《2030年前碳达峰行动方案》就表示要加快绿色交通基础设施建设等。此前副总理刘鹤发表的《必须实现高质量发展》也提到了要适度超前进行基础设施建设。</p>\n<p><b>制造业方面的话,2022年高技术制造业、绿色环保相关的制造业会成为政策发力的重点。</b></p>\n<p>一方面《“十四五”工业绿色发展规划》等政策方案的提出,对绿色制造业等的发展提供了较大的政策支持力度;</p>\n<p>另一方面,央行近期也推出了“碳减排支持工具”和“清洁高效利用专项再贷款”等,来助力相关行业发展,结构性宽信用也是后续央行要发力的点。</p>\n<p><b>而无论是专项债提前发行,发力新基建还是加大对制造业的支持其实都离不开宽货币的支持。</b></p>\n<p>在今年下半年经济下行压力逐渐加大的时候,货币政策在边际上就已经有所放松了,市场资金利率整体维持在一个平稳偏宽松的水平,9-11月DR007的平均利率水平2.17%,低于2.2%的政策利率。</p>\n<p><img src=\"https://static.tigerbbs.com/d6a2c90256e0fc9ef578e0d9f7589823\" tg-width=\"865\" tg-height=\"592\" referrerpolicy=\"no-referrer\"></p>\n<p>而现在央行降准则是此前政策的延续,通过降准降低金融机构的综合资金成本(置换MLF),并且引导金融机构运用降准资金加大对小微企业等的支持,做到以宽货币的方式来加速宽信用的进程。</p>\n<p><b>但是7月份的降准并没有做到宽信用,那么目前的降准能否推动宽信用行情的到来呢?</b></p>\n<p>与7月不同的点在于,7月降准的时候,国内经济下行压力尚不明显,反而是通胀压力较大,降准主要是缓解小微企业的资金压力,同时更多的是未雨绸缪。所以降准并未推动宽信用行情,国内整体依旧是一个结构性紧信用的格局,而且信贷的结构也明显偏差。</p>\n<p>但是现在中国经济下行压力越发明显,通胀的压力反而在不断减轻,“滞”的压力大于“涨”。</p>\n<p>比如此前李克强总理也表示目前,国内外环境中不稳定不确定因素增多,我国经济面临新的下行压力。并且在常务会议上表示面对新的经济下行压力,要加强跨周期调节。</p>\n<p><b>在这样的情况下,货币政策发力的诉求有所提高。</b>所以在三季度货币政策报告中,央行删去了“管好货币总闸门”的表述,并且强调要“增强信贷总量增长的稳定性”。从中我们可以看到,央行已经开始逐渐推动“结构性宽信用”行情。</p>\n<p>同时,目前央行等机构对房地产的监管力度在边际上已经有所放松。对地方隐性债务的监管虽然暂时还未放松,但是一来今年财政后置+明年财政前置的情况下,财政资金对基建的支撑力度会更明显;</p>\n<p>二来早在今年7月,发改委就提前下发通知要求做好2022年地方政府专项债项目前期准备工作,经过这么长时间的准备,加上新基建项目,预计2022年专项债的使用绩效也会有所提高。</p>\n<p><b>在这样的情况下,后续宽信用的行情可能会有所加快。</b></p>\n<p>另外我们需要注意的一点是,目前,货币政策已经逐渐从数量型调控转向价格型调控,降准作为一个数量型调控工具,其政策意义是在不断下滑的。</p>\n<p><b>比如一季度货币政策执行报告就强调“市场和公众观察货币政策取向时,只需看政策利率是否发生变化即可,无需过度关注公开市场操作数量,也无需过度关注个别机构的市场成交利率,或受短期因素扰动的市场利率时点值”。</b></p>\n<p>此次降准的时候,央行也强调稳健货币政策取向没有改变。此次降准是货币政策常规操作,释放的一部分资金将被金融机构用于归还到期的中期借贷便利(MLF),还有一部分被金融机构用于补充长期资金,更好满足市场主体需求。</p>\n<p>这也就意味着对于单次的降准市场可能不必过度解读。</p>\n<p><b>总的来说,央行此次降准一方面是提前做一个预防,稳住市场预期;另一方面,也是更重要的一点是通过降准置换MLF来降低银行负债端的成本,并引导金融机构运用降准资金加大对小微企业等的支持力度,考虑到12月有9500亿元的MLF到期,预期到时候MLF会明显缩量续作。</b></p>\n<p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全面降准是宣告政策底吗?“宽信用行情”将如何演绎\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 22:24 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzI3OTAyMDE2NQ==&mid=2650471610&idx=1&sn=fff64a03414791d33ea9526e46758778&chksm=f3404b50c437c246cc12a678dc05ccfb0370ad8ba3476027b07f9d2e122f3fa03deb501adfc2><strong>奇霖宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 红塔证券 李奇霖 孙永乐\n12月3日,国务院总理李克强在会见国际货币基金组织总裁时提出将继续实施稳健的货币政策,保持流动性合理充裕,围绕市场主体需求制定政策,适时降准,加大对实体经济特别是中小微企业的支持力度,确保经济平稳健康运行。\n时隔2天之后,央行在6号正式表态,决定于2021年12月15日下调金融机构存款准备金率0.5个百分点(不含已执行5%存款准备金率的金融机构),共计释放长期资金...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI3OTAyMDE2NQ==&mid=2650471610&idx=1&sn=fff64a03414791d33ea9526e46758778&chksm=f3404b50c437c246cc12a678dc05ccfb0370ad8ba3476027b07f9d2e122f3fa03deb501adfc2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c55bffeda13a48c493e3a1ee44757f37","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI3OTAyMDE2NQ==&mid=2650471610&idx=1&sn=fff64a03414791d33ea9526e46758778&chksm=f3404b50c437c246cc12a678dc05ccfb0370ad8ba3476027b07f9d2e122f3fa03deb501adfc2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125782309","content_text":"文 | 红塔证券 李奇霖 孙永乐\n12月3日,国务院总理李克强在会见国际货币基金组织总裁时提出将继续实施稳健的货币政策,保持流动性合理充裕,围绕市场主体需求制定政策,适时降准,加大对实体经济特别是中小微企业的支持力度,确保经济平稳健康运行。\n时隔2天之后,央行在6号正式表态,决定于2021年12月15日下调金融机构存款准备金率0.5个百分点(不含已执行5%存款准备金率的金融机构),共计释放长期资金约1.2万亿元。本次下调后,金融机构加权平均存款准备金率为8.4%。\n按照央行的表述,本次降准的目的是加强跨周期调节,优化金融机构的资金结构,提升金融服务能力,更好支持实体经济。\n结合近几天发生的事情以及政策的表态,我们认为这一轮降准可能有这么两方面的考量。\n如政策所说,此次降准很大程度上是为了加大对小微企业的支持力度,应对经济下行压力。\n这一点和7月的降准就有点类似。当时央行就表示因为大宗商品价格上涨,小微企业面临成本上升等经营压力,所以通过降准来支持小微企业。\n现在成本端的压力还是在的,虽然自10月政策加大调控力度之后,大宗商品的价格整体是一个下行的走势。\n但是一来目前大宗商品价格依旧处于历史高位,10月PPI同比增速为13.5%,11月虽然PPI大概率已经开始回落。但是考虑到目前价格位于高位、全球供应链依旧没有修复、国内对部分高耗能高污染商品的限产措施依旧等,后续PPI的下行还需要一段时间;\n二来一般企业会备有0-3月左右的原材料库存,这也就意味着目前企业使用的原材料是此前高价购入的原材料,这也意味着成本的压力缓解还需要时间;\n三来就是通胀的结构性分化还没有明显改善,虽然上游成本一直在上涨,但是因为缺乏消费,价格的传导渠道并不通畅,很大一部分涨价压力只能由企业自己消化。\n\n但是现在和7月很大的不同点在于,现在PPI下行的趋势相对还是比较明确的,如果仅仅是来自成本端的压力,央行可能不会降准。\n我们认为现在降准,更大的可能是因为经济下行的压力更大了。在这样的情况下,除了成本端的压力,小微企业还面临着需求回落的压力,所以政策发力的诉求提高。\n出口方面,考虑到海外疫情再度爆发、美国等后续有补库存的动力等,中国出口短期是有望维持韧性的。但是我们也要看到因为美国通胀压力比较大,美国的财政货币政策已经进入了加速退出的时期。在这样的情况下,后续出口对经济的支撑可能有所减弱。\n虽然政策底已经出现,但是从政策底到行业底存在一定的时滞。目前对需求端的政策也主要是着眼于刚需用户的信贷。\n政策想让新基建和绿色制造业补上相关缺口的。所以我们能够看到近期政策关于基建方面的表述明显增加,比如此前的国务院常务会议就表示一来要加快现有额度发行,力争在明年初形成更多实物工作量;二来可能会提前下达一部分专项债额度。\n从11月PMI数据上也可以看到与基建相关的土木工程建筑业商务活动指数比上月上升5.4个百分点。\n另外,新基建会成为后续基建发力的主要方向。近年来,制约基建发力的一个重要原因就是地方政府缺少满足监管条件的项目,旧项目现在也很难再有新意了。\n因此政策开始强调发力新基建,比如《2030年前碳达峰行动方案》就表示要加快绿色交通基础设施建设等。此前副总理刘鹤发表的《必须实现高质量发展》也提到了要适度超前进行基础设施建设。\n制造业方面的话,2022年高技术制造业、绿色环保相关的制造业会成为政策发力的重点。\n一方面《“十四五”工业绿色发展规划》等政策方案的提出,对绿色制造业等的发展提供了较大的政策支持力度;\n另一方面,央行近期也推出了“碳减排支持工具”和“清洁高效利用专项再贷款”等,来助力相关行业发展,结构性宽信用也是后续央行要发力的点。\n而无论是专项债提前发行,发力新基建还是加大对制造业的支持其实都离不开宽货币的支持。\n在今年下半年经济下行压力逐渐加大的时候,货币政策在边际上就已经有所放松了,市场资金利率整体维持在一个平稳偏宽松的水平,9-11月DR007的平均利率水平2.17%,低于2.2%的政策利率。\n\n而现在央行降准则是此前政策的延续,通过降准降低金融机构的综合资金成本(置换MLF),并且引导金融机构运用降准资金加大对小微企业等的支持,做到以宽货币的方式来加速宽信用的进程。\n但是7月份的降准并没有做到宽信用,那么目前的降准能否推动宽信用行情的到来呢?\n与7月不同的点在于,7月降准的时候,国内经济下行压力尚不明显,反而是通胀压力较大,降准主要是缓解小微企业的资金压力,同时更多的是未雨绸缪。所以降准并未推动宽信用行情,国内整体依旧是一个结构性紧信用的格局,而且信贷的结构也明显偏差。\n但是现在中国经济下行压力越发明显,通胀的压力反而在不断减轻,“滞”的压力大于“涨”。\n比如此前李克强总理也表示目前,国内外环境中不稳定不确定因素增多,我国经济面临新的下行压力。并且在常务会议上表示面对新的经济下行压力,要加强跨周期调节。\n在这样的情况下,货币政策发力的诉求有所提高。所以在三季度货币政策报告中,央行删去了“管好货币总闸门”的表述,并且强调要“增强信贷总量增长的稳定性”。从中我们可以看到,央行已经开始逐渐推动“结构性宽信用”行情。\n同时,目前央行等机构对房地产的监管力度在边际上已经有所放松。对地方隐性债务的监管虽然暂时还未放松,但是一来今年财政后置+明年财政前置的情况下,财政资金对基建的支撑力度会更明显;\n二来早在今年7月,发改委就提前下发通知要求做好2022年地方政府专项债项目前期准备工作,经过这么长时间的准备,加上新基建项目,预计2022年专项债的使用绩效也会有所提高。\n在这样的情况下,后续宽信用的行情可能会有所加快。\n另外我们需要注意的一点是,目前,货币政策已经逐渐从数量型调控转向价格型调控,降准作为一个数量型调控工具,其政策意义是在不断下滑的。\n比如一季度货币政策执行报告就强调“市场和公众观察货币政策取向时,只需看政策利率是否发生变化即可,无需过度关注公开市场操作数量,也无需过度关注个别机构的市场成交利率,或受短期因素扰动的市场利率时点值”。\n此次降准的时候,央行也强调稳健货币政策取向没有改变。此次降准是货币政策常规操作,释放的一部分资金将被金融机构用于归还到期的中期借贷便利(MLF),还有一部分被金融机构用于补充长期资金,更好满足市场主体需求。\n这也就意味着对于单次的降准市场可能不必过度解读。\n总的来说,央行此次降准一方面是提前做一个预防,稳住市场预期;另一方面,也是更重要的一点是通过降准置换MLF来降低银行负债端的成本,并引导金融机构运用降准资金加大对小微企业等的支持力度,考虑到12月有9500亿元的MLF到期,预期到时候MLF会明显缩量续作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606258987,"gmtCreate":1638888002867,"gmtModify":1638888002867,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>目标价位9块,以滴滴现在还拥有的市场来看,回港定价就是9美元左右,即70港币,再贵估计就卖不出去了。如果在回港上市前,能够把数据安全问题解决(就是国家处罚),那么上浮10-20%。","text":"$滴滴(DIDI)$目标价位9块,以滴滴现在还拥有的市场来看,回港定价就是9美元左右,即70港币,再贵估计就卖不出去了。如果在回港上市前,能够把数据安全问题解决(就是国家处罚),那么上浮10-20%。","images":[{"img":"https://static.tigerbbs.com/ebac3cfadd27271e85f2424fe272a2da","width":"1334","height":"2000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/606258987","isVote":1,"tweetType":1,"viewCount":7285,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541665425268897","authorId":"3541665425268897","name":"Max霸霸","avatar":"https://static.tigerbbs.com/e78e34dc9ec51acfd2dc83b21b6fc920","crmLevel":1,"crmLevelSwitch":0,"idStr":"3541665425268897","authorIdStr":"3541665425268897"},"content":"港股的估值都超低,回港大概在40左右,然后爆发。真的胸D","text":"港股的估值都超低,回港大概在40左右,然后爆发。真的胸D","html":"港股的估值都超低,回港大概在40左右,然后爆发。真的胸D"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":318716074,"gmtCreate":1611892345398,"gmtModify":1703755732792,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"香橼玩兵法,之前说退出做空游戏驿站,估计是虚晃一枪,实质还在继续。看昨天的情况,估计空头头寸不少,下午盘前如果平不掉,估计晚间开盘要破产。","listText":"香橼玩兵法,之前说退出做空游戏驿站,估计是虚晃一枪,实质还在继续。看昨天的情况,估计空头头寸不少,下午盘前如果平不掉,估计晚间开盘要破产。","text":"香橼玩兵法,之前说退出做空游戏驿站,估计是虚晃一枪,实质还在继续。看昨天的情况,估计空头头寸不少,下午盘前如果平不掉,估计晚间开盘要破产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318716074","repostId":"1131722694","repostType":4,"repost":{"id":"1131722694","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":1611891769,"share":"https://www.laohu8.com/m/news/1131722694?lang=&edition=full","pubTime":"2021-01-29 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11:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日讯,香橼在推特上表示,香橼将在美国东部时间上午9点(北京时间晚上10点)发布一份重要声明,所有个人投资者都应该关注,关于言论自由和谨慎投资。</p>\n<p><img src=\"https://static.tigerbbs.com/08684c8b200db5ec214374806baaf75b\" tg-width=\"792\" tg-height=\"665\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/752dc3060d3b3a6f29c0db5e3320d888","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131722694","content_text":"1月29日讯,香橼在推特上表示,香橼将在美国东部时间上午9点(北京时间晚上10点)发布一份重要声明,所有个人投资者都应该关注,关于言论自由和谨慎投资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358440205,"gmtCreate":1616725030107,"gmtModify":1616725030107,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"猴王:哎呀,怎么股价跌这么多[流泪] ?赶快编点故事拉升股价[得意] ","listText":"猴王:哎呀,怎么股价跌这么多[流泪] ?赶快编点故事拉升股价[得意] 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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\">2021-03-26 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月26日讯,小米集团<a href=\"https://laohu8.com/S/01810\">$(01810)$</a>官方微博称将在3月29日推出新一代澎湃自研芯片。<img src=\"https://static.tigerbbs.com/55200b27cd275fd6c1379f9377b2394e\" tg-width=\"582\" tg-height=\"571\" 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但是滴滴头铁,硬要整,所以这次绝对不能善了了","text":"上市之前国安就找过它们了,不止滴滴,还有好多公司,都谈过话 但是滴滴头铁,硬要整,所以这次绝对不能善了了","html":"上市之前国安就找过它们了,不止滴滴,还有好多公司,都谈过话 但是滴滴头铁,硬要整,所以这次绝对不能善了了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634143190,"gmtCreate":1647416953702,"gmtModify":1647416953702,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>昙花一现,晚上加息50个点,今天涨多少明天跌多少[流泪] ","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a>昙花一现,晚上加息50个点,今天涨多少明天跌多少[流泪] 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16:49","market":"hk","language":"zh","title":"小米集团:正式批准智能电动汽车业务立项","url":"https://stock-news.laohu8.com/highlight/detail?id=1141411357","media":"老虎资讯综合","summary":"小米集团:本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司,负责智能电动汽车业务。首期投资为100亿元人民币,预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n\n小米集团董事长雷军:小米董事会今天正式批准了这项决议,小米智能电动汽车项目正式立项。关于造车,今晚发布会上我会跟大家仔细说。\n\n今日尾盘市场传出相关消息,小米股价拉升。","content":"<p>小米集团:本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司,负责智能电动汽车业务。首期投资为100亿元人民币,预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。</p><p>小米集团董事长雷军:小米董事会今天正式批准了这项决议,小米智能电动汽车项目正式立项。关于造车,今晚发布会上我会跟大家仔细说。</p><p><img src=\"https://static.tigerbbs.com/7eb5182d3c533ef02fa393fec18fb86c\" tg-width=\"1142\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7de369acf12f0c60d46a4b6259d17159\" tg-width=\"880\" tg-height=\"527\">今日尾盘市场传出相关消息,小米股价拉升。</p><p><img src=\"https://static.tigerbbs.com/b4a8923570f33cc1e3b9dcd571c3909f\" tg-width=\"840\" tg-height=\"470\" 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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\">2021-03-12 16:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月12日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>宣布,小鹏汽车累计交付突破50000台。</p>\n<p><img src=\"https://static.tigerbbs.com/3c42762d327bcf6fc88274e06c9522f2\" tg-width=\"1080\" tg-height=\"2339\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163591248","content_text":"3月12日,小鹏汽车宣布,小鹏汽车累计交付突破50000台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110179677,"gmtCreate":1622434614299,"gmtModify":1622434614299,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"赶紧跑,机构要出货了。表态就是口嗨,但是报告就不一样了。","listText":"赶紧跑,机构要出货了。表态就是口嗨,但是报告就不一样了。","text":"赶紧跑,机构要出货了。表态就是口嗨,但是报告就不一样了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/110179677","repostId":"1127373913","repostType":4,"repost":{"id":"1127373913","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":1622432126,"share":"https://www.laohu8.com/m/news/1127373913?lang=&edition=full","pubTime":"2021-05-31 11:35","market":"hk","language":"zh","title":"思摩尔国际一度大涨超6%,国信证券维持其“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1127373913","media":"老虎资讯综合","summary":"5月31日,思摩尔国际一度大涨超6%,国信证券:维持思摩尔国际“买入”评级,未来成长逻辑并未出现根本性变化。国信证券发布研究报告,维持思摩尔国际“买入”评级,合理估值区间为74.68-80.86港元,","content":"<p>5月31日,<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>一度大涨超6%,<a href=\"https://laohu8.com/S/002736\">国信证券</a>:维持思摩尔国际“买入”评级,未来成长逻辑并未出现根本性变化。</p><p><img src=\"https://static.tigerbbs.com/42fcf9e826f418caefc84e7272badb28\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国信证券发布研究报告,维持思摩尔国际“买入”评级,合理估值区间为74.68-80.86港元,建议投资者继续积极关注。</p><p>报告中称,5月26日思摩尔国际收跌17.1%,报51.15港元。该行认为,此次大跌可能的原因有二:1)卫健委发布的《中国吸烟危害健康报告2020》指出“有充分的证据表明电子烟是不安全的”,市场对电子烟的政策预期可能因此受到影响。2)市场可能对思摩尔国际同业后续的业务发展对公司产生的影响存在担忧。</p><p>国信证券表示,1)电子烟重在减害而非无害。国内外多个机构和政府官方表态中,都强调电子烟较传统香烟具备减害功能,而并非无害,这在行业中存在共识。市场可能担心卫健委报告会影响电子烟相关监管使其趋严,该行认为其影响并不具备直接相关性,不宜过度解读。</p><p>2)政策监管是当前影响行业长期逻辑的最核心变量。电子烟的监管政策,将会决定行业的空间、格局、企业发展逻辑和成长路径。在政策未落地前,行业的格局存在不确定性,同业之间的影响仍需进一步观察。</p><p>3)更多新玩家进入是产业早期的必然趋势,对此宜有充分预期。电子烟作为一种新型的减害烟草产品,目前仍然处于快速发展期,产业格局尚未固化。更多具备资金、技术实力的企业进入电子烟代工领域是行业能够良性发展假设下的必然趋势。当前全球和国内电子烟市场空间充足,行业集中度有限,能够容纳不止一家巨头。真正优质的公司长期发展并不会因优秀对手的增多而受到根本性的限制。</p><p>报告提到,监管政策落地情况是当前影响投资逻辑的最核心因素。本次股价大跌背后的原因,并未决定或改变行业前景和企业发展逻辑。该行认为,思摩尔国际已经阶段性证明了自身作为中游代工龙头,所具备的优秀素质与潜力。其未来的成长逻辑,目前并未出现根本性的变化。</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>思摩尔国际一度大涨超6%,国信证券维持其“买入”评级</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; 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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\">2021-05-31 11:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月31日,<a href=\"https://laohu8.com/S/06969\">思摩尔国际</a>一度大涨超6%,<a href=\"https://laohu8.com/S/002736\">国信证券</a>:维持思摩尔国际“买入”评级,未来成长逻辑并未出现根本性变化。</p><p><img src=\"https://static.tigerbbs.com/42fcf9e826f418caefc84e7272badb28\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国信证券发布研究报告,维持思摩尔国际“买入”评级,合理估值区间为74.68-80.86港元,建议投资者继续积极关注。</p><p>报告中称,5月26日思摩尔国际收跌17.1%,报51.15港元。该行认为,此次大跌可能的原因有二:1)卫健委发布的《中国吸烟危害健康报告2020》指出“有充分的证据表明电子烟是不安全的”,市场对电子烟的政策预期可能因此受到影响。2)市场可能对思摩尔国际同业后续的业务发展对公司产生的影响存在担忧。</p><p>国信证券表示,1)电子烟重在减害而非无害。国内外多个机构和政府官方表态中,都强调电子烟较传统香烟具备减害功能,而并非无害,这在行业中存在共识。市场可能担心卫健委报告会影响电子烟相关监管使其趋严,该行认为其影响并不具备直接相关性,不宜过度解读。</p><p>2)政策监管是当前影响行业长期逻辑的最核心变量。电子烟的监管政策,将会决定行业的空间、格局、企业发展逻辑和成长路径。在政策未落地前,行业的格局存在不确定性,同业之间的影响仍需进一步观察。</p><p>3)更多新玩家进入是产业早期的必然趋势,对此宜有充分预期。电子烟作为一种新型的减害烟草产品,目前仍然处于快速发展期,产业格局尚未固化。更多具备资金、技术实力的企业进入电子烟代工领域是行业能够良性发展假设下的必然趋势。当前全球和国内电子烟市场空间充足,行业集中度有限,能够容纳不止一家巨头。真正优质的公司长期发展并不会因优秀对手的增多而受到根本性的限制。</p><p>报告提到,监管政策落地情况是当前影响投资逻辑的最核心因素。本次股价大跌背后的原因,并未决定或改变行业前景和企业发展逻辑。该行认为,思摩尔国际已经阶段性证明了自身作为中游代工龙头,所具备的优秀素质与潜力。其未来的成长逻辑,目前并未出现根本性的变化。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"06969":"思摩尔国际","002736":"国信证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127373913","content_text":"5月31日,思摩尔国际一度大涨超6%,国信证券:维持思摩尔国际“买入”评级,未来成长逻辑并未出现根本性变化。国信证券发布研究报告,维持思摩尔国际“买入”评级,合理估值区间为74.68-80.86港元,建议投资者继续积极关注。报告中称,5月26日思摩尔国际收跌17.1%,报51.15港元。该行认为,此次大跌可能的原因有二:1)卫健委发布的《中国吸烟危害健康报告2020》指出“有充分的证据表明电子烟是不安全的”,市场对电子烟的政策预期可能因此受到影响。2)市场可能对思摩尔国际同业后续的业务发展对公司产生的影响存在担忧。国信证券表示,1)电子烟重在减害而非无害。国内外多个机构和政府官方表态中,都强调电子烟较传统香烟具备减害功能,而并非无害,这在行业中存在共识。市场可能担心卫健委报告会影响电子烟相关监管使其趋严,该行认为其影响并不具备直接相关性,不宜过度解读。2)政策监管是当前影响行业长期逻辑的最核心变量。电子烟的监管政策,将会决定行业的空间、格局、企业发展逻辑和成长路径。在政策未落地前,行业的格局存在不确定性,同业之间的影响仍需进一步观察。3)更多新玩家进入是产业早期的必然趋势,对此宜有充分预期。电子烟作为一种新型的减害烟草产品,目前仍然处于快速发展期,产业格局尚未固化。更多具备资金、技术实力的企业进入电子烟代工领域是行业能够良性发展假设下的必然趋势。当前全球和国内电子烟市场空间充足,行业集中度有限,能够容纳不止一家巨头。真正优质的公司长期发展并不会因优秀对手的增多而受到根本性的限制。报告提到,监管政策落地情况是当前影响投资逻辑的最核心因素。本次股价大跌背后的原因,并未决定或改变行业前景和企业发展逻辑。该行认为,思摩尔国际已经阶段性证明了自身作为中游代工龙头,所具备的优秀素质与潜力。其未来的成长逻辑,目前并未出现根本性的变化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198912661,"gmtCreate":1620918037853,"gmtModify":1620918037853,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"再跌20个点抄底","listText":"再跌20个点抄底","text":"再跌20个点抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198912661","repostId":"1124198478","repostType":4,"repost":{"id":"1124198478","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":1620917329,"share":"https://www.laohu8.com/m/news/1124198478?lang=&edition=full","pubTime":"2021-05-13 22:48","market":"us","language":"zh","title":"阿里盘中跌近5%,股价降至去年7月份以来最低","url":"https://stock-news.laohu8.com/highlight/detail?id=1124198478","media":"老虎资讯综合","summary":"周四,阿里巴巴盘中跌近5%,股价低见209.50美元,较去年10月创下的峰值下跌了30%以上,目前股价为去年7月份以来最低。消息面上,阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损","content":"<p>周四,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中跌近5%,股价低见209.50美元,较去年10月创下的峰值下跌了30%以上,目前股价为去年7月份以来最低。</p><p><img src=\"https://static.tigerbbs.com/b300acd6dc2868d9f4b9814b67022715\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>消息面上,阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损76.63亿,为阿里上市以来的首次季度亏损。公司称亏损主要受反垄断调查的罚款影响。剔除该一次性影响,公司的经营利润为人民币105.65亿元,同比增长48%。</p><p><b>点击查看:</b><a href=\"https://laohu8.com/NW/1195138527\" target=\"_blank\"><b>阿里巴巴集团2021财年四季度及全年业绩报告</b></a></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>阿里盘中跌近5%,股价降至去年7月份以来最低</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\">\n阿里盘中跌近5%,股价降至去年7月份以来最低\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\">2021-05-13 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘中跌近5%,股价低见209.50美元,较去年10月创下的峰值下跌了30%以上,目前股价为去年7月份以来最低。</p><p><img src=\"https://static.tigerbbs.com/b300acd6dc2868d9f4b9814b67022715\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>消息面上,阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损76.63亿,为阿里上市以来的首次季度亏损。公司称亏损主要受反垄断调查的罚款影响。剔除该一次性影响,公司的经营利润为人民币105.65亿元,同比增长48%。</p><p><b>点击查看:</b><a href=\"https://laohu8.com/NW/1195138527\" target=\"_blank\"><b>阿里巴巴集团2021财年四季度及全年业绩报告</b></a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124198478","content_text":"周四,阿里巴巴盘中跌近5%,股价低见209.50美元,较去年10月创下的峰值下跌了30%以上,目前股价为去年7月份以来最低。消息面上,阿里巴巴今日公布了2021财年四季度及全年财报。公司四季度经营亏损76.63亿,为阿里上市以来的首次季度亏损。公司称亏损主要受反垄断调查的罚款影响。剔除该一次性影响,公司的经营利润为人民币105.65亿元,同比增长48%。点击查看:阿里巴巴集团2021财年四季度及全年业绩报告","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365203073,"gmtCreate":1614740713392,"gmtModify":1703480525633,"author":{"id":"3551672667922083","authorId":"3551672667922083","name":"杂烩饭大人","avatar":"https://static.tigerbbs.com/40e776714b41b7e98249e67e45acd8c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551672667922083","authorIdStr":"3551672667922083"},"themes":[],"htmlText":"罚款几十万,实质上是鼓励吧[捂脸] 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