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ZHT2048
2021-01-22
$RLX科技(RLX)$
中了5股
ZHT2048
2020-10-29
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ZHT2048
2020-12-22
这篇文章不错，转发给大家看
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2020-10-29
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2020-10-29
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17:02","market":"us","language":"zh","title":"盘前异动：“体育界奈飞”续涨！四日累涨超86%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103701175","media":"老虎资讯综合","summary":"12月22日，美国三大股指期货短线拉升，截至发稿，道指期货微跌0.01%；标普500指数期货涨0.07%；纳斯达克100指数期货涨0.25%。苹果盘前涨超2%，此前有消息人士表示苹果计划最早在2024","content":"<p>12月22日，美国三大股指期货短线拉升，截至发稿，道指期货微跌0.01%；标普500指数期货涨0.07%；纳斯达克100指数期货涨0.25%。</p><p><img src=\"https://static.tigerbbs.com/758b4a059c1b90c452f71b6fde0da713\" tg-width=\"1242\" tg-height=\"405\"></p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前涨超2%，此前有消息人士表示<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划最早在2024年实现电动汽车生产。</p><p><img src=\"https://static.tigerbbs.com/b1bb548f75fbcb2e22afc58929bbb6fb\" tg-width=\"867\" tg-height=\"833\"></p><p>fuboTV盘前涨超4%，已连涨4个交易日，累涨超86%。</p><p><img src=\"https://static.tigerbbs.com/62f07c990458742e303b2f0ab3cfb2f3\" tg-width=\"867\" tg-height=\"833\"></p><p>美国健身器材和媒体公司Peloton盘前涨超7%，将收购全球顶级高端健身器械和服务提供商Precor。</p><p><img src=\"https://static.tigerbbs.com/3323ac6e4e9e94c419ab952237100917\" tg-width=\"867\" tg-height=\"833\"></p><p>激光雷达公司Velodyne Lidar盘前涨超8%，此前有知情人士称，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司正在与汽车激光雷达传感器制造商接洽，并在未来的汽车当中配备多个激光雷达传感器。</p><p><img src=\"https://static.tigerbbs.com/caccfc583b58ad4956dd93cc99347821\" tg-width=\"867\" tg-height=\"833\"></p><p>极光盘前暴涨逾40%，此前表示与全球领先新能源车制造商达成合作。</p><p><img src=\"https://static.tigerbbs.com/1b02c36fc16a08126a8f2171cfccd7ec\" tg-width=\"867\" tg-height=\"833\"></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>盘前异动：“体育界奈飞”续涨！四日累涨超86%</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盘前异动：“体育界奈飞”续涨！四日累涨超86%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-22 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月22日，美国三大股指期货短线拉升，截至发稿，道指期货微跌0.01%；标普500指数期货涨0.07%；纳斯达克100指数期货涨0.25%。</p><p><img src=\"https://static.tigerbbs.com/758b4a059c1b90c452f71b6fde0da713\" tg-width=\"1242\" tg-height=\"405\"></p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前涨超2%，此前有消息人士表示<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划最早在2024年实现电动汽车生产。</p><p><img src=\"https://static.tigerbbs.com/b1bb548f75fbcb2e22afc58929bbb6fb\" tg-width=\"867\" tg-height=\"833\"></p><p>fuboTV盘前涨超4%，已连涨4个交易日，累涨超86%。</p><p><img src=\"https://static.tigerbbs.com/62f07c990458742e303b2f0ab3cfb2f3\" tg-width=\"867\" tg-height=\"833\"></p><p>美国健身器材和媒体公司Peloton盘前涨超7%，将收购全球顶级高端健身器械和服务提供商Precor。</p><p><img src=\"https://static.tigerbbs.com/3323ac6e4e9e94c419ab952237100917\" tg-width=\"867\" tg-height=\"833\"></p><p>激光雷达公司Velodyne Lidar盘前涨超8%，此前有知情人士称，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司正在与汽车激光雷达传感器制造商接洽，并在未来的汽车当中配备多个激光雷达传感器。</p><p><img src=\"https://static.tigerbbs.com/caccfc583b58ad4956dd93cc99347821\" tg-width=\"867\" tg-height=\"833\"></p><p>极光盘前暴涨逾40%，此前表示与全球领先新能源车制造商达成合作。</p><p><img src=\"https://static.tigerbbs.com/1b02c36fc16a08126a8f2171cfccd7ec\" tg-width=\"867\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103701175","content_text":"12月22日，美国三大股指期货短线拉升，截至发稿，道指期货微跌0.01%；标普500指数期货涨0.07%；纳斯达克100指数期货涨0.25%。苹果盘前涨超2%，此前有消息人士表示苹果计划最早在2024年实现电动汽车生产。fuboTV盘前涨超4%，已连涨4个交易日，累涨超86%。美国健身器材和媒体公司Peloton盘前涨超7%，将收购全球顶级高端健身器械和服务提供商Precor。激光雷达公司Velodyne Lidar盘前涨超8%，此前有知情人士称，苹果公司正在与汽车激光雷达传感器制造商接洽，并在未来的汽车当中配备多个激光雷达传感器。极光盘前暴涨逾40%，此前表示与全球领先新能源车制造商达成合作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308617095,"gmtCreate":1603963031317,"gmtModify":1703831420454,"author":{"id":"3552530378871168","authorId":"3552530378871168","name":"ZHT2048","avatar":"https://static.tigerbbs.com/143da14b2d4078497ff42cf87e07408d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552530378871168","authorIdStr":"3552530378871168"},"themes":[],"htmlText":"看一看","listText":"看一看","text":"看一看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308617095","repostId":"2079690444","repostType":4,"repost":{"id":"2079690444","pubTimestamp":1603962008,"share":"https://www.laohu8.com/m/news/2079690444?lang=&edition=full","pubTime":"2020-10-29 17:00","market":"sh","language":"zh","title":"美国大选进入倒计时！拜登民调占据上风，特朗普能否逆袭？A股市场将如何表现？","url":"https://stock-news.laohu8.com/highlight/detail?id=2079690444","media":"证券时报","summary":"从RCP目前汇总的数据来看，民主党总统候选人拜登持续占据上风。拜登民调占据上风美国2020年总统大选第二场也是最后一场辩论刚刚结束。特朗普VS拜登根据特朗普和拜登的竞选主张，两人竞选纲领最大的差别之一在于对待传统能源及新能源的态度。中美关系方面，西部证券预计，如果拜登当选美国总统，中美关系可能在特朗普政府的基础上大幅改善。","content":"<html><body><p>作者：王军</p><p>美国总统大选进入最后倒计时阶段，最终结果将很快揭晓。从RCP目前汇总的数据来看，民主党总统候选人拜登持续占据上风。</p><p>机构分析认为，大选结果的最终落地都有利于全球风险偏好的回升。根据拜登的竞选主张，如果其当选，加税、加强反垄断调查、重新界定权益责任等政策短期内有可能对美股造成负面冲击，但中长期来看拜登在财政、货币政策上保持与特朗普不相上下的扩张意愿，拜登当选对于美股的冲击也会是短期的扰动。</p><p><strong>拜登民调占据上风</strong></p><p>美国2020年总统大选第二场也是最后一场辩论刚刚结束。从RCP目前汇总的最新数据看，目前民调选情差距依然较大。拜登和特朗普的支持率分别为51.1%和43.6%，相比于今年6月，特朗普的支持率几乎维持在原位，而拜登的支持率则出现了显著的上升，与特朗普的支持率差距扩大到7.5个百分点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2020_44/CC241AA8FEC2C3CECE54D52036C2397F9A569D95_w944_h637.png\"/></p><p>不过，从关键的摇摆州民调选情来看，虽然拜登依然占据上风，但特朗普的支持率在明显上升，目前特朗普的支持率为45.6%，拜登支持率为49.2%，与特朗普的支持率差距缩小至3.6个百分点。</p><p>尽管民调并不一定完全能代表当前的选情，但在今年投票率可能上升的情况下，民调完全失真的概率要小于2016年，这也为资本市场转入拜登获胜的预期奠定了基础。</p><p><img src=\"https://x0.ifengimg.com/ucms/2020_44/72E253413F85C5703BD9185DD0C932C74BA0168E_w945_h590.png\"/></p><p>此外，从变化敏感的博彩赔率来看，在辩论期间和辩论后，拜登的实时赔率略有下降、特朗普小幅回升，可能表明特朗普在第一轮辩论中咄咄逼人的表现使其选情受损后，此次略微“扳回一城”，但差距仍然较大，接近30%。</p><p><img src=\"https://x0.ifengimg.com/ucms/2020_44/3F83FD3D24F0F390FC8812304C3666B2A55C2BAE_w945_h641.png\"/></p><p><a href=\"https://laohu8.com/S/03908\">中金公司</a>认为，此次大选对立更为严重且叠加了疫情和种族等问题，因此导致的两个变化可能会加大变数和不确定性，关键的摇摆州（佛罗里达和得克萨斯州）将是胜负手。由于特朗普在普选票上持续落后于拜登，因此其而言，只能通过一些关键的摇摆州的较小优势赢者通吃选举人票的方式来取得胜利。相比之下，拜登由于基本稳拿一些人口大州（如加州和纽约州）的普选票，因此其需要更大的普选票的差距来最终锁定胜局（2016年，希拉里普选票赢了300万票，大约3%的差距，但依然输了选举人票），但选择比特朗普要多。这其中，最关键的便是佛罗里达和得克萨斯州。</p><p>根据WSJ的模拟测试，中金公司指出，如果拜登赢得了佛罗里达，那么特朗普只有6种方式赢得大选，而如果拜登拿下得克萨斯州，那特朗普只剩下一种方式赢得大选，而如果两者都是拜登赢得，那就基本没有悬念了。</p><p><strong>特朗普VS拜登</strong></p><p>根据特朗普和拜登的竞选主张，两人竞选纲领最大的差别之一在于对待传统能源及新能源的态度。在特朗普的第二任期竞选纲领《FIGHTING FOR YOU》中，特朗普明确提到，将继续实施能源独立管理条例。</p><p>拜登在他的竞选纲领《Bold Ideas》给出了非常详细的绿色能源计划，其中的实施核心就是新能源的研发、广泛应用与对传统能源替代升级。</p><p><img src=\"https://x0.ifengimg.com/ucms/2020_44/6850CC37EE1FD5B702DDA215B9D22994B1E5516E_w1383_h544.png\"/></p><p>对待税收的态度两人态度也是截然相反。特朗普在《FIGHTING FOR YOU》提到，将继续实施减税来提升居民实际收入。拜登希望逆转或者取消多项税收优惠，包括对一些大型跨国公司的海外收入税收优惠、药物公司的广告抵税等。</p><p><img src=\"https://x0.ifengimg.com/ucms/2020_44/4B955A829D863993CB5A111BAD325394924D94E3_w1400_h532.png\"/></p><p>在基建、制造业、医疗保健、科技、国防军工等各行业政策方面，特朗普与拜登的主张也有所不同。基建方面，双方都提到要加大基建投资，但主要侧重点不同。制造业回流均是重要双方的关注点，但拜登相比于特朗普要更加温和且方式更全面。降低保费和处方药价格是两者努力的方向，但在针对大型药企、仿制药企相关政策拜登有所不同，拜登相对更加激进。科技方面，对科技巨头的反垄断调查是共识，而在新能源汽车、人工智能、5G技术方面，拜登有更明确的研发投入。在国防军工方面，继续维持美国的军事实力是双方的共识，但在对待盟友及航空事业的发展态度有所不同。</p><p><img src=\"https://x0.ifengimg.com/ucms/2020_44/0677F5160E3B2B1EBD6E3319F340FC4E3843C4C8_w1090_h822.png\"/></p><p><strong>对A股有何影响？</strong></p><p>美国大选结果即将揭晓，不论是目前概率提升的民主党横扫还是概率较低的共和党完胜，靴子的落地对短期风险偏好有一定提振，主要原因在于可以强化政策打破僵局更快推进的预期。</p><p>至于大选对A股的影响，短期而言，<a href=\"https://laohu8.com/S/601162\">天风证券</a>认为，目前市场预期内是大规模财政刺激落地和拜登逆袭，因此，如果特朗普连任，共和党主导的相对小一些的财政刺激计划将最终落地，市场可能要经历预期重构，但减税倾向下美联储维持低利率环境则会降低市场对利率上行的担忧；如果拜登逆袭，民主党主导的大规模财政刺激计划大概率最终落地，这也符合当前市场预期甚至可能超出预期，对A股整体的风险偏好可能有所提振。</p><p>中长期而言，天风证券指出，如果特朗普获胜，在延续或者加大其减税政策背景下，财政赤字可能会继续维持在高位，这也使得政府对通胀容忍度提升，美联储将会继续维持当前的低利率至2023年，宽松的流动性将对当前的全球资产泡沫形成支撑；而如果拜登获胜，美国政府将重新进入到加税周期，财政赤字将会重新收敛，政府对通胀水平的容忍度将会下降，美联储可能会提前终结降息周期，这极有可能对加大当前资产泡沫的压力，A股同样会面临较大的调整压力。</p><p>中美关系方面，<a href=\"https://laohu8.com/S/002673\">西部证券</a>预计，如果拜登当选美国总统，中美关系可能在特朗普政府的基础上大幅改善。拜登上任后，虽然竞争会继续存在，但中美可能在经贸和科技领域大幅缓和，而且美国会与中国在一些方面进行合作，包括气候、朝核等问题。对于在中美贸易战中受损比较大的公司，因为中美贸易的缓和，是明显的利好。</p></body></html>","source":"fenghuang_stock","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>美国大选进入倒计时！拜登民调占据上风，特朗普能否逆袭？A股市场将如何表现？</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{ 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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美国大选进入倒计时！拜登民调占据上风，特朗普能否逆袭？A股市场将如何表现？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-29 17:00 北京时间 <a href=https://finance.ifeng.com/c/80y23Twj4yG><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：王军美国总统大选进入最后倒计时阶段，最终结果将很快揭晓。从RCP目前汇总的数据来看，民主党总统候选人拜登持续占据上风。机构分析认为，大选结果的最终落地都有利于全球风险偏好的回升。根据拜登的竞选主张，如果其当选，加税、加强反垄断调查、重新界定权益责任等政策短期内有可能对美股造成负面冲击，但中长期来看拜登在财政、货币政策上保持与特朗普不相上下的扩张意愿，拜登当选对于美股的冲击也会是短期的扰动。...</p>\n\n<a href=\"https://finance.ifeng.com/c/80y23Twj4yG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://d.ifengimg.com/w100_h62_q90/x0.ifengimg.com/ucms/2020_44/D6D384E3FCC24C2FDEFB518FC05DB71376749392_w992_h744.jpg","relate_stocks":{"SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF"},"source_url":"https://finance.ifeng.com/c/80y23Twj4yG","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2079690444","content_text":"作者：王军美国总统大选进入最后倒计时阶段，最终结果将很快揭晓。从RCP目前汇总的数据来看，民主党总统候选人拜登持续占据上风。机构分析认为，大选结果的最终落地都有利于全球风险偏好的回升。根据拜登的竞选主张，如果其当选，加税、加强反垄断调查、重新界定权益责任等政策短期内有可能对美股造成负面冲击，但中长期来看拜登在财政、货币政策上保持与特朗普不相上下的扩张意愿，拜登当选对于美股的冲击也会是短期的扰动。拜登民调占据上风美国2020年总统大选第二场也是最后一场辩论刚刚结束。从RCP目前汇总的最新数据看，目前民调选情差距依然较大。拜登和特朗普的支持率分别为51.1%和43.6%，相比于今年6月，特朗普的支持率几乎维持在原位，而拜登的支持率则出现了显著的上升，与特朗普的支持率差距扩大到7.5个百分点。不过，从关键的摇摆州民调选情来看，虽然拜登依然占据上风，但特朗普的支持率在明显上升，目前特朗普的支持率为45.6%，拜登支持率为49.2%，与特朗普的支持率差距缩小至3.6个百分点。尽管民调并不一定完全能代表当前的选情，但在今年投票率可能上升的情况下，民调完全失真的概率要小于2016年，这也为资本市场转入拜登获胜的预期奠定了基础。此外，从变化敏感的博彩赔率来看，在辩论期间和辩论后，拜登的实时赔率略有下降、特朗普小幅回升，可能表明特朗普在第一轮辩论中咄咄逼人的表现使其选情受损后，此次略微“扳回一城”，但差距仍然较大，接近30%。中金公司认为，此次大选对立更为严重且叠加了疫情和种族等问题，因此导致的两个变化可能会加大变数和不确定性，关键的摇摆州（佛罗里达和得克萨斯州）将是胜负手。由于特朗普在普选票上持续落后于拜登，因此其而言，只能通过一些关键的摇摆州的较小优势赢者通吃选举人票的方式来取得胜利。相比之下，拜登由于基本稳拿一些人口大州（如加州和纽约州）的普选票，因此其需要更大的普选票的差距来最终锁定胜局（2016年，希拉里普选票赢了300万票，大约3%的差距，但依然输了选举人票），但选择比特朗普要多。这其中，最关键的便是佛罗里达和得克萨斯州。根据WSJ的模拟测试，中金公司指出，如果拜登赢得了佛罗里达，那么特朗普只有6种方式赢得大选，而如果拜登拿下得克萨斯州，那特朗普只剩下一种方式赢得大选，而如果两者都是拜登赢得，那就基本没有悬念了。特朗普VS拜登根据特朗普和拜登的竞选主张，两人竞选纲领最大的差别之一在于对待传统能源及新能源的态度。在特朗普的第二任期竞选纲领《FIGHTING FOR YOU》中，特朗普明确提到，将继续实施能源独立管理条例。拜登在他的竞选纲领《Bold Ideas》给出了非常详细的绿色能源计划，其中的实施核心就是新能源的研发、广泛应用与对传统能源替代升级。对待税收的态度两人态度也是截然相反。特朗普在《FIGHTING FOR YOU》提到，将继续实施减税来提升居民实际收入。拜登希望逆转或者取消多项税收优惠，包括对一些大型跨国公司的海外收入税收优惠、药物公司的广告抵税等。在基建、制造业、医疗保健、科技、国防军工等各行业政策方面，特朗普与拜登的主张也有所不同。基建方面，双方都提到要加大基建投资，但主要侧重点不同。制造业回流均是重要双方的关注点，但拜登相比于特朗普要更加温和且方式更全面。降低保费和处方药价格是两者努力的方向，但在针对大型药企、仿制药企相关政策拜登有所不同，拜登相对更加激进。科技方面，对科技巨头的反垄断调查是共识，而在新能源汽车、人工智能、5G技术方面，拜登有更明确的研发投入。在国防军工方面，继续维持美国的军事实力是双方的共识，但在对待盟友及航空事业的发展态度有所不同。对A股有何影响？美国大选结果即将揭晓，不论是目前概率提升的民主党横扫还是概率较低的共和党完胜，靴子的落地对短期风险偏好有一定提振，主要原因在于可以强化政策打破僵局更快推进的预期。至于大选对A股的影响，短期而言，天风证券认为，目前市场预期内是大规模财政刺激落地和拜登逆袭，因此，如果特朗普连任，共和党主导的相对小一些的财政刺激计划将最终落地，市场可能要经历预期重构，但减税倾向下美联储维持低利率环境则会降低市场对利率上行的担忧；如果拜登逆袭，民主党主导的大规模财政刺激计划大概率最终落地，这也符合当前市场预期甚至可能超出预期，对A股整体的风险偏好可能有所提振。中长期而言，天风证券指出，如果特朗普获胜，在延续或者加大其减税政策背景下，财政赤字可能会继续维持在高位，这也使得政府对通胀容忍度提升，美联储将会继续维持当前的低利率至2023年，宽松的流动性将对当前的全球资产泡沫形成支撑；而如果拜登获胜，美国政府将重新进入到加税周期，财政赤字将会重新收敛，政府对通胀水平的容忍度将会下降，美联储可能会提前终结降息周期，这极有可能对加大当前资产泡沫的压力，A股同样会面临较大的调整压力。中美关系方面，西部证券预计，如果拜登当选美国总统，中美关系可能在特朗普政府的基础上大幅改善。拜登上任后，虽然竞争会继续存在，但中美可能在经贸和科技领域大幅缓和，而且美国会与中国在一些方面进行合作，包括气候、朝核等问题。对于在中美贸易战中受损比较大的公司，因为中美贸易的缓和，是明显的利好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308614579,"gmtCreate":1603962987691,"gmtModify":1703831419939,"author":{"id":"3552530378871168","authorId":"3552530378871168","name":"ZHT2048","avatar":"https://static.tigerbbs.com/143da14b2d4078497ff42cf87e07408d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552530378871168","authorIdStr":"3552530378871168"},"themes":[],"htmlText":"捞钱","listText":"捞钱","text":"捞钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308614579","repostId":"1148427198","repostType":4,"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308614645,"gmtCreate":1603962954087,"gmtModify":1703831419767,"author":{"id":"3552530378871168","authorId":"3552530378871168","name":"ZHT2048","avatar":"https://static.tigerbbs.com/143da14b2d4078497ff42cf87e07408d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552530378871168","authorIdStr":"3552530378871168"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308614645","repostId":"1133918886","repostType":4,"repost":{"id":"1133918886","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":1603958666,"share":"https://www.laohu8.com/m/news/1133918886?lang=&edition=full","pubTime":"2020-10-29 16:04","market":"us","language":"zh","title":"盘前异动：美股期指反弹，Pinterest大涨超30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1133918886","media":"老虎资讯综合","summary":"10月29日（周四），美股三大指数期货集体反弹，纳指期货涨幅领先。北京时间周五凌晨，四大科技巨头谷歌、苹果、亚马逊、Facebook将集体发布财报。Pinterest盘前涨超30%，第三季度营收同比增","content":"<p>10月29日（周四），美股三大指数期货集体反弹，纳指期货涨幅领先。北京时间周五凌晨，四大科技巨头<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>将集体发布财报。</p><p><img src=\"https://static.tigerbbs.com/e7dbce295748a1b07fbd215be106096f\" tg-width=\"690\" tg-height=\"240\"></p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest</a>盘前涨超30%，第三季度营收同比增长58%至4.43亿美元，优于预期。</p><p><img src=\"https://static.tigerbbs.com/2a71dc39a7b85722145a633486dffa37\" tg-width=\"800\" tg-height=\"497\"></p><p><a href=\"https://laohu8.com/S/IPHI\">Inphi</a>盘前涨超40%，传Marvel拟100亿美元收购。</p><p>荷兰皇家壳牌盘前涨超7%，第三季度股息上涨约4%至16.65美分/股。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>盘前涨5.45%，公司第三季度盈利增长4.6倍至23.85亿美元，预计第四季的业绩将好于预期。</p><p>美股明星科技股盘前普涨，Facebook盘前涨超3%，苹果、微软、亚马逊、谷歌盘前均涨超1%。</p><p><a href=\"https://laohu8.com/S/NOK\">诺基亚</a>盘前跌超12%，第三季营收同比下降7%至52.94亿欧元。</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>盘前异动：美股期指反弹，Pinterest大涨超30%</title>\n<style 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href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>将集体发布财报。</p><p><img src=\"https://static.tigerbbs.com/e7dbce295748a1b07fbd215be106096f\" tg-width=\"690\" tg-height=\"240\"></p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest</a>盘前涨超30%，第三季度营收同比增长58%至4.43亿美元，优于预期。</p><p><img src=\"https://static.tigerbbs.com/2a71dc39a7b85722145a633486dffa37\" tg-width=\"800\" tg-height=\"497\"></p><p><a href=\"https://laohu8.com/S/IPHI\">Inphi</a>盘前涨超40%，传Marvel拟100亿美元收购。</p><p>荷兰皇家壳牌盘前涨超7%，第三季度股息上涨约4%至16.65美分/股。</p><p><a href=\"https://laohu8.com/S/F\">福特汽车</a>盘前涨5.45%，公司第三季度盈利增长4.6倍至23.85亿美元，预计第四季的业绩将好于预期。</p><p>美股明星科技股盘前普涨，Facebook盘前涨超3%，苹果、微软、亚马逊、谷歌盘前均涨超1%。</p><p><a href=\"https://laohu8.com/S/NOK\">诺基亚</a>盘前跌超12%，第三季营收同比下降7%至52.94亿欧元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{"PINS":"Pinterest, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133918886","content_text":"10月29日（周四），美股三大指数期货集体反弹，纳指期货涨幅领先。北京时间周五凌晨，四大科技巨头谷歌、苹果、亚马逊、Facebook将集体发布财报。Pinterest盘前涨超30%，第三季度营收同比增长58%至4.43亿美元，优于预期。Inphi盘前涨超40%，传Marvel拟100亿美元收购。荷兰皇家壳牌盘前涨超7%，第三季度股息上涨约4%至16.65美分/股。福特汽车盘前涨5.45%，公司第三季度盈利增长4.6倍至23.85亿美元，预计第四季的业绩将好于预期。美股明星科技股盘前普涨，Facebook盘前涨超3%，苹果、微软、亚马逊、谷歌盘前均涨超1%。诺基亚盘前跌超12%，第三季营收同比下降7%至52.94亿欧元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1003,"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,"idStr":"3527667803686145","authorIdStr":"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}],"hots":[{"id":310231833,"gmtCreate":1611328515122,"gmtModify":1703749822648,"author":{"id":"3552530378871168","authorId":"3552530378871168","name":"ZHT2048","avatar":"https://static.tigerbbs.com/143da14b2d4078497ff42cf87e07408d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552530378871168","authorIdStr":"3552530378871168"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TCOM\">携程</a>也计划回港二次上市，并陆续接触了多家中资及外资投行；今年7月，还有传闻称携程计划从纳斯达克退市，并就此事与潜在投资者进行谈判。</p><p>携程CEO孙洁表示，携程于2003年在美股IPO，当时正值旅游业受SARS影响，但疫情过后旅游业迎来了报复性增长，携程也成功上市。而现在的时间点，她认为随着携程业务从疫情中的复苏，其它对手与携程的差距也会拉得更大。“只要对公司、员工、股东、客户有利的事情，携程都会考虑。”她说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0bd053116bca448246dbbd77b0159265","relate_stocks":{"TCOM":"携程网"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148427198","content_text":"今年初就有传闻称，携程也计划回港二次上市，并陆续接触了多家中资及外资投行；今年7月，还有传闻称携程计划从纳斯达克退市，并就此事与潜在投资者进行谈判。携程CEO孙洁表示，携程于2003年在美股IPO，当时正值旅游业受SARS影响，但疫情过后旅游业迎来了报复性增长，携程也成功上市。而现在的时间点，她认为随着携程业务从疫情中的复苏，其它对手与携程的差距也会拉得更大。“只要对公司、员工、股东、客户有利的事情，携程都会考虑。”她说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
