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专注衍生品交易的韭菜
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踏浪者
2022-07-23
这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。
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踏浪者
2023-02-06
姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…
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踏浪者
2021-08-22
蔚来车主:怎么会是蔚来问题,蔚来是最好的电动车,污蔑
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踏浪者
2022-08-02
可惜这股目前无法做空,否则咱小散也能发笔横财了。[开心]
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踏浪者
2022-08-18
又来编故事骗我了,股市不差我那500美元
靠“散户概念股”,美国一大学生狂赚1.1亿美元
踏浪者
2022-11-23
小米造车大概率失败,时代不同了。
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踏浪者
2022-09-07
蔚来想赚钱,难。就算出了低端品牌也希望不大了,时机已经错过了。20-30这个价格区间的竞品,品质跟蔚来不分伯仲,打你低端品牌那是降维打击。
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踏浪者
2022-09-02
说实在的,七国集团挺不要脸的,不过俄罗斯也不值得同情,毕竟也是八国联军一员
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踏浪者
2022-08-03
$尚乘数科(HKD)$
这孙子比期权还过分
踏浪者
2021-10-29
$华迪国际(HUDI)$
韭菜长高了,该收割了
踏浪者
2023-02-11
木头姐对特斯拉真是执着啊
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踏浪者
2022-08-18
万恶的资本主义啊,病要一个人的命,治病要一家子人的命!
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踏浪者
2022-08-03
$尚乘数科(HKD)$
左手卖右手买,等着看哪些缺心眼的小散去接盘。
踏浪者
2022-09-02
小米汽车可能是雷军最后的绝唱了,目测它不会太成功
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踏浪者
2022-08-04
$尚乘数科(HKD)$
前两天看有人说5000见,不知道这位兄弟进没进去,庄家就喜欢这样的[开心]
踏浪者
2022-08-03
$尚乘数科(HKD)$
你个垃圾股,怎么就不能做空呢,如果能做空早就跌的爹妈不认了
踏浪者
2022-05-18
这么个玩法无非就是中国经济带动全球经济一起跑,而且钱还不是自己的,投资人太相信他们可以创造奇迹了,但现在这种宏观经济形式,退潮后都在裸泳
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踏浪者
2022-04-03
有魄力!👍👍
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踏浪者
2023-03-12
无风不起浪,辟谣无非就是稳股价,周一要暴跌就说明这事是真的
美团:没有存款在硅谷银行,破产事件对公司无影响
踏浪者
2022-10-10
$A50指数2210(CN2210)$
纳指早下车没关系,加仓了a50赶上了大行情
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","text":"$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241710891864120","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650628737,"gmtCreate":1679198966229,"gmtModify":1679198969089,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"过去两次降准0.25 A 股都是跌,目前从A50看来周一下跌的概率还是挺大的","listText":"过去两次降准0.25 A 股都是跌,目前从A50看来周一下跌的概率还是挺大的","text":"过去两次降准0.25 A 股都是跌,目前从A50看来周一下跌的概率还是挺大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650628737","repostId":"2320657305","repostType":4,"repost":{"id":"2320657305","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1679097900,"share":"https://www.laohu8.com/m/news/2320657305?lang=&edition=full","pubTime":"2023-03-18 08:05","market":"sh","language":"zh","title":"降准超预期!释放长期资金5000亿,股市、楼市影响如何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2320657305","media":"Wind万得","summary":"周五收盘后,资本市场迎来央行重磅消息!// 降准来了 //3月17日,央行官网发布通知称,为推动经济实现质的有效提升和量的合理增长,打好宏观政策组合拳,提高服务实体经济水平,保持银行体系流动性合理","content":"<html><head></head><body><p>周五收盘后,资本市场迎来央行重磅消息!</p><p><b>// 降准来了 //</b></p><p>3月17日,央行官网发布通知称,为推动经济实现质的有效提升和量的合理增长,打好宏观政策组合拳,提高服务实体经济水平,保持银行体系流动性合理充裕,<b>决定于2023年3月27日降低金融机构存款准备金率0.25个百分点</b>(不含已执行5%存款准备金率的金融机构)。</p><p><img src=\"https://static.tigerbbs.com/7174f7e5a0ec9e2141d1b447ca548458\" tg-width=\"1053\" tg-height=\"843\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>(图片截自央行官网)</p><p>分析师表示,降准意味着给银行业金融机构进一步释放低成本长期资金,<b>有利于降低商业银行资金成本,提高银行放贷的意愿,也有助于通过让利</b>,进一步推动降低社会融资成本,改善市场预期、提振实体有效融资需求。</p><p>也有观点称,本次降准落地后,短期内进一步降息的可能性随之降低。</p><p><b>// 央行:保持流动性合理充裕 //</b></p><p>此次降准为全面降准。本次下调后,金融机构加权平均存款准备金率约为7.6%;<b>大约释放5000亿左右的基础货币</b>。</p><p>央行有关负责人表示,人民银行将精准有力实施好稳健货币政策,更好发挥货币政策工具的总量和结构双重功能,保持货币信贷总量适度、节奏平稳,保持流动性合理充裕,保持货币供应量和社会融资规模增速同名义经济增速基本匹配,更好地支持重点领域和薄弱环节,<b>不搞大水漫灌,兼顾内外平衡</b>,着力推动经济高质量发展。</p><p>人民银行行长易纲在近期召开的国新办发布会上表示,用降准的办法来提供长期的流动性,支持实体经济,综合考虑还是一种比较有效的方式,使整个流动性在合理充裕的水平上。</p><p><b>// 降准后,A股如何走 //</b></p><p>Wind数据统计显示,2016年以来,央行共进行了15次降准(不包含本次)。降准公布后首个交易日,上证指数有10次上涨,5次下跌,上涨概率超过6成。其中全面降准8次(不包含本次),<b>降准公布后首个交易日,上证指数有6次上涨</b>,最近2次出现了下跌。</p><p><img src=\"https://static.tigerbbs.com/6d4ffb50226b83b8902e92c49dc8637a\" tg-width=\"1080\" tg-height=\"1732\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>风格方面,其中<b>消费风格在降准后的前7天内获得正超额收益的概率较大</b>,成长风格在降准后30天内有更高的概率上涨。</p><p><img src=\"https://static.tigerbbs.com/78cd16808de43dabf8e56f1eab7df089\" tg-width=\"622\" tg-height=\"1506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>// 机构:降准超预期 //</b></p><p>与2022年11月国务院常务会议提前“预告”降准不同,本次央行降准时间点超出市场普遍预期。</p><p>民生银行首席经济学家温彬解读降准25基点:<b>有助于降低银行机构资金成本、做好资产负债管理</b>。特别是对引导金融机构进一步加大对实体经济支持力度、降低融资成本将发挥积极作用。</p><p>仲量联行大中华区首席经济学家兼研究部总监庞溟表示,此次降准充分贯彻了政府工作报告提出的“用好降准、再贷款等政策工具,<b>加大对实体经济的有效支持”的政策任务</b>。</p><p>中国政策科学研究会经济政策委员会副主任徐洪才指出,我国经济正处在恢复的过程中,经济的表现也是积极向上的,表明市场对央行投放货币有现实需求。<b>此次降准大约释放5000亿左右的基础货币,未来通过金融机构贷款,可能创造3万多亿的贷款规模,支持了实体经济</b>。</p><p><b>// 股市、楼市影响如何 //</b></p><p>根据历史经验,降准往往能够在短时间内对金融、地产起到催化效果。</p><p>前海开源杨德龙表示,美联储下周要召开议息会议,在近期发生了银行业的危机之后,美联储加息可能出现一定的暂缓,并且加息的幅度也会大幅减少,利于市场回暖。今年积极的财政政策和稳健的货币政策双管齐下,会推动今年经济复苏,<b>今年积极做多、逢低布局是最好的投资策略</b>。</p><p>易居研究院研究总监严跃进表示,<b>降准将有助于进一步促进银行对于房地产等领域的支持</b>。降准政策后,对于房企获得更多的开发贷款支持和个人按揭贷款政策等都具有积极的作用。</p><p>广东省城规院住房政策研究中心首席研究员李宇嘉认为,降准意在继续降低按揭利率。降准释放无成本资金,进而继续降低按揭利率,<b>激励居民通过按揭买房,扶持刚性和改善型需求</b>。</p><p>降准对地产需求端的稳定,也有助于缓解开发商资金链,并反过来支持供给端土地市场、新开工等等。</p><p>光大国际证券策略师伍礼贤表示,本周外围包括硅谷银行、瑞士信贷银行等危机事件爆发后,内地也希望为本地金融业提供更多的流通性支持,以保障未来经济平稳发展。预期本次降准将对金融板块带来较大利好。同时,对于资金量需求较大的行业,<b>例如中资房地产、基建等板块,也有助于降低其资本开支成本</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>降准超预期!释放长期资金5000亿,股市、楼市影响如何?</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降准超预期!释放长期资金5000亿,股市、楼市影响如何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2023-03-18 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五收盘后,资本市场迎来央行重磅消息!</p><p><b>// 降准来了 //</b></p><p>3月17日,央行官网发布通知称,为推动经济实现质的有效提升和量的合理增长,打好宏观政策组合拳,提高服务实体经济水平,保持银行体系流动性合理充裕,<b>决定于2023年3月27日降低金融机构存款准备金率0.25个百分点</b>(不含已执行5%存款准备金率的金融机构)。</p><p><img src=\"https://static.tigerbbs.com/7174f7e5a0ec9e2141d1b447ca548458\" tg-width=\"1053\" tg-height=\"843\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>(图片截自央行官网)</p><p>分析师表示,降准意味着给银行业金融机构进一步释放低成本长期资金,<b>有利于降低商业银行资金成本,提高银行放贷的意愿,也有助于通过让利</b>,进一步推动降低社会融资成本,改善市场预期、提振实体有效融资需求。</p><p>也有观点称,本次降准落地后,短期内进一步降息的可能性随之降低。</p><p><b>// 央行:保持流动性合理充裕 //</b></p><p>此次降准为全面降准。本次下调后,金融机构加权平均存款准备金率约为7.6%;<b>大约释放5000亿左右的基础货币</b>。</p><p>央行有关负责人表示,人民银行将精准有力实施好稳健货币政策,更好发挥货币政策工具的总量和结构双重功能,保持货币信贷总量适度、节奏平稳,保持流动性合理充裕,保持货币供应量和社会融资规模增速同名义经济增速基本匹配,更好地支持重点领域和薄弱环节,<b>不搞大水漫灌,兼顾内外平衡</b>,着力推动经济高质量发展。</p><p>人民银行行长易纲在近期召开的国新办发布会上表示,用降准的办法来提供长期的流动性,支持实体经济,综合考虑还是一种比较有效的方式,使整个流动性在合理充裕的水平上。</p><p><b>// 降准后,A股如何走 //</b></p><p>Wind数据统计显示,2016年以来,央行共进行了15次降准(不包含本次)。降准公布后首个交易日,上证指数有10次上涨,5次下跌,上涨概率超过6成。其中全面降准8次(不包含本次),<b>降准公布后首个交易日,上证指数有6次上涨</b>,最近2次出现了下跌。</p><p><img src=\"https://static.tigerbbs.com/6d4ffb50226b83b8902e92c49dc8637a\" tg-width=\"1080\" tg-height=\"1732\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>风格方面,其中<b>消费风格在降准后的前7天内获得正超额收益的概率较大</b>,成长风格在降准后30天内有更高的概率上涨。</p><p><img src=\"https://static.tigerbbs.com/78cd16808de43dabf8e56f1eab7df089\" tg-width=\"622\" tg-height=\"1506\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>// 机构:降准超预期 //</b></p><p>与2022年11月国务院常务会议提前“预告”降准不同,本次央行降准时间点超出市场普遍预期。</p><p>民生银行首席经济学家温彬解读降准25基点:<b>有助于降低银行机构资金成本、做好资产负债管理</b>。特别是对引导金融机构进一步加大对实体经济支持力度、降低融资成本将发挥积极作用。</p><p>仲量联行大中华区首席经济学家兼研究部总监庞溟表示,此次降准充分贯彻了政府工作报告提出的“用好降准、再贷款等政策工具,<b>加大对实体经济的有效支持”的政策任务</b>。</p><p>中国政策科学研究会经济政策委员会副主任徐洪才指出,我国经济正处在恢复的过程中,经济的表现也是积极向上的,表明市场对央行投放货币有现实需求。<b>此次降准大约释放5000亿左右的基础货币,未来通过金融机构贷款,可能创造3万多亿的贷款规模,支持了实体经济</b>。</p><p><b>// 股市、楼市影响如何 //</b></p><p>根据历史经验,降准往往能够在短时间内对金融、地产起到催化效果。</p><p>前海开源杨德龙表示,美联储下周要召开议息会议,在近期发生了银行业的危机之后,美联储加息可能出现一定的暂缓,并且加息的幅度也会大幅减少,利于市场回暖。今年积极的财政政策和稳健的货币政策双管齐下,会推动今年经济复苏,<b>今年积极做多、逢低布局是最好的投资策略</b>。</p><p>易居研究院研究总监严跃进表示,<b>降准将有助于进一步促进银行对于房地产等领域的支持</b>。降准政策后,对于房企获得更多的开发贷款支持和个人按揭贷款政策等都具有积极的作用。</p><p>广东省城规院住房政策研究中心首席研究员李宇嘉认为,降准意在继续降低按揭利率。降准释放无成本资金,进而继续降低按揭利率,<b>激励居民通过按揭买房,扶持刚性和改善型需求</b>。</p><p>降准对地产需求端的稳定,也有助于缓解开发商资金链,并反过来支持供给端土地市场、新开工等等。</p><p>光大国际证券策略师伍礼贤表示,本周外围包括硅谷银行、瑞士信贷银行等危机事件爆发后,内地也希望为本地金融业提供更多的流通性支持,以保障未来经济平稳发展。预期本次降准将对金融板块带来较大利好。同时,对于资金量需求较大的行业,<b>例如中资房地产、基建等板块,也有助于降低其资本开支成本</b>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","BK0183":"MSCI概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK0187":"一线龙头","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK0188":"融资融券","BK0028":"国家队","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","000001":"平安银行","BK0278":"货币金融","BK0012":"证金概念","BK0201":"可转债"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320657305","content_text":"周五收盘后,资本市场迎来央行重磅消息!// 降准来了 //3月17日,央行官网发布通知称,为推动经济实现质的有效提升和量的合理增长,打好宏观政策组合拳,提高服务实体经济水平,保持银行体系流动性合理充裕,决定于2023年3月27日降低金融机构存款准备金率0.25个百分点(不含已执行5%存款准备金率的金融机构)。(图片截自央行官网)分析师表示,降准意味着给银行业金融机构进一步释放低成本长期资金,有利于降低商业银行资金成本,提高银行放贷的意愿,也有助于通过让利,进一步推动降低社会融资成本,改善市场预期、提振实体有效融资需求。也有观点称,本次降准落地后,短期内进一步降息的可能性随之降低。// 央行:保持流动性合理充裕 //此次降准为全面降准。本次下调后,金融机构加权平均存款准备金率约为7.6%;大约释放5000亿左右的基础货币。央行有关负责人表示,人民银行将精准有力实施好稳健货币政策,更好发挥货币政策工具的总量和结构双重功能,保持货币信贷总量适度、节奏平稳,保持流动性合理充裕,保持货币供应量和社会融资规模增速同名义经济增速基本匹配,更好地支持重点领域和薄弱环节,不搞大水漫灌,兼顾内外平衡,着力推动经济高质量发展。人民银行行长易纲在近期召开的国新办发布会上表示,用降准的办法来提供长期的流动性,支持实体经济,综合考虑还是一种比较有效的方式,使整个流动性在合理充裕的水平上。// 降准后,A股如何走 //Wind数据统计显示,2016年以来,央行共进行了15次降准(不包含本次)。降准公布后首个交易日,上证指数有10次上涨,5次下跌,上涨概率超过6成。其中全面降准8次(不包含本次),降准公布后首个交易日,上证指数有6次上涨,最近2次出现了下跌。风格方面,其中消费风格在降准后的前7天内获得正超额收益的概率较大,成长风格在降准后30天内有更高的概率上涨。// 机构:降准超预期 //与2022年11月国务院常务会议提前“预告”降准不同,本次央行降准时间点超出市场普遍预期。民生银行首席经济学家温彬解读降准25基点:有助于降低银行机构资金成本、做好资产负债管理。特别是对引导金融机构进一步加大对实体经济支持力度、降低融资成本将发挥积极作用。仲量联行大中华区首席经济学家兼研究部总监庞溟表示,此次降准充分贯彻了政府工作报告提出的“用好降准、再贷款等政策工具,加大对实体经济的有效支持”的政策任务。中国政策科学研究会经济政策委员会副主任徐洪才指出,我国经济正处在恢复的过程中,经济的表现也是积极向上的,表明市场对央行投放货币有现实需求。此次降准大约释放5000亿左右的基础货币,未来通过金融机构贷款,可能创造3万多亿的贷款规模,支持了实体经济。// 股市、楼市影响如何 //根据历史经验,降准往往能够在短时间内对金融、地产起到催化效果。前海开源杨德龙表示,美联储下周要召开议息会议,在近期发生了银行业的危机之后,美联储加息可能出现一定的暂缓,并且加息的幅度也会大幅减少,利于市场回暖。今年积极的财政政策和稳健的货币政策双管齐下,会推动今年经济复苏,今年积极做多、逢低布局是最好的投资策略。易居研究院研究总监严跃进表示,降准将有助于进一步促进银行对于房地产等领域的支持。降准政策后,对于房企获得更多的开发贷款支持和个人按揭贷款政策等都具有积极的作用。广东省城规院住房政策研究中心首席研究员李宇嘉认为,降准意在继续降低按揭利率。降准释放无成本资金,进而继续降低按揭利率,激励居民通过按揭买房,扶持刚性和改善型需求。降准对地产需求端的稳定,也有助于缓解开发商资金链,并反过来支持供给端土地市场、新开工等等。光大国际证券策略师伍礼贤表示,本周外围包括硅谷银行、瑞士信贷银行等危机事件爆发后,内地也希望为本地金融业提供更多的流通性支持,以保障未来经济平稳发展。预期本次降准将对金融板块带来较大利好。同时,对于资金量需求较大的行业,例如中资房地产、基建等板块,也有助于降低其资本开支成本。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627464531,"gmtCreate":1678583010323,"gmtModify":1678583011873,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"无风不起浪,辟谣无非就是稳股价,周一要暴跌就说明这事是真的","listText":"无风不起浪,辟谣无非就是稳股价,周一要暴跌就说明这事是真的","text":"无风不起浪,辟谣无非就是稳股价,周一要暴跌就说明这事是真的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627464531","repostId":"2318998717","repostType":2,"repost":{"id":"2318998717","kind":"news","pubTimestamp":1678541535,"share":"https://www.laohu8.com/m/news/2318998717?lang=&edition=full","pubTime":"2023-03-11 21:32","market":"hk","language":"zh","title":"美团:没有存款在硅谷银行,破产事件对公司无影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2318998717","media":"金融界","summary":"网传美团CEO王兴发布的“硅谷银行维权群”截图不属实。 ","content":"<html><head></head><body><p>作者:子宽</p><p>3月11日,美团资本市场部对问询的投资者回复邮件表示,美团没有存款在<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>,因此近期硅谷银行事件对公司无影响。同时,美团相关负责人也对记者表示,今日网传美团CEO王兴发布的“硅谷银行维权群”截图并不属实。 </p><p>当地时间3月9日,硅谷银行(SVB)突然宣布,出售其所有210亿美元的可销售证券,因此遭受了18亿美元的亏损,并寻求通过出售普通股和优先股募资22.5亿美元,从而避免流动性危机。</p><p>市场对这则消息的解读是,硅谷银行的流动性危机,远比预期的更严重。当地时间3月10日,美国联邦存款保险公司(FDIC)宣布,硅谷银行已被关闭,监管机构已控制了银行的存款。根据FDIC发布的一份声明,加州金融保护和创新部(DFPI)当日宣布关闭美国硅谷银行,并任命FDIC为破产管理人。FDIC在公告中表示,投保存款人将不迟于周一早上获得存款,硅谷银行的分支机构也将在监管机构的控制下重新开放。</p><p>FDIC的标准联邦存款保险公司的为每个账户所有权类别的每个存款人,每家银行提供高达25万美元的保险。FDIC表示,未投保的存款人将获得其余额的接管证书。</p><p>美国财政部长耶伦10日表示,财政部了解了最近的事态发展,并正在密切关注局势。耶伦表示,当银行面临损失时,这是一个“令人担忧的问题”。 不过美国银行系统仍然充满韧性,已召集各监管机构共同协商硅谷银行的问题。她对银行业监管者有充足的信心,她完全相信银行业监管机构将采取适当行动。</p><p>分析师认为,此次硅谷银行的问题在于其在流动性宽松时期大量吸收存款并配置长期限的债券资产,导致潜在的利率风险大幅增加,美联储加息使得问题暴露。</p><p>国信银行王剑指出,<b>事情的源头起于,疫情期间</b><b>美联储</b><b>放水</b>,美国的PE/VC市场也快速扩张,给硅谷银行带来大量低息存款,硅谷银行的规模得以快速增长,其资产总额从2019年末的710亿美元增长到2021年末的2115亿美元,其中2020年同比增长63%,2021年同比增长83%。</p><p>但是这一切在2022年完全逆转。<b>随着2022年美联储进入加息周期,PE/VC市场的流动性盛宴结束,硅谷银行也面临巨大压力。</b>硅谷银行2022年总资产较年初仅增加了3亿美元,有息存款成本从2021年的0.13%大幅攀升到2022年的1.13%。</p><p>王剑指出,更严重的是,<b>硅谷银行在过去几年存款大幅增长的时候,用吸收进来的资金在资产端配置了大量长久期的持有至到期资产和可供出售资产,期限错配严重,面临巨大的利率风险。</b>从硅谷银行持有至到期资产和可供出售资产的结构来看,主要是住房抵押证券相关产品,资产本身信用风险不大,但收益率很低,只有1.6%左右。这些资产久期很长,其中大约80%的金融资产剩余期限都在十年以上,利率风险很大。</p><p>“在美联储加息的背景下,如果硅谷银行想稳住负债,就只能高息揽存,这会导致息差收窄,挤压收入和利润空间;如果不高息揽存,则负债流失,公司被迫出售资产偿还债务,同样面临损失。硅谷银行实际上同时面临了这两个问题:一是从存款利率来看,2022年有息存款付息率较2021年上升100bps至1.13%;二是从存款规模来看,2022年末存款余额较2021年末下降8.5%至1731亿美元,其中无息存款更是减少36%至808亿美元。”王剑分析。</p></body></html>","source":"78","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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美团:没有存款在硅谷银行,破产事件对公司无影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 21:32 北京时间 <a href=http://hk.jrj.com.cn/2023/03/11213237393896.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:子宽3月11日,美团资本市场部对问询的投资者回复邮件表示,美团没有存款在硅谷银行,因此近期硅谷银行事件对公司无影响。同时,美团相关负责人也对记者表示,今日网传美团CEO王兴发布的“硅谷银行维权群”截图并不属实。 当地时间3月9日,硅谷银行(SVB)突然宣布,出售其所有210亿美元的可销售证券,因此遭受了18亿美元的亏损,并寻求通过出售普通股和优先股募资22.5亿美元,从而避免流动性危机...</p>\n\n<a href=\"http://hk.jrj.com.cn/2023/03/11213237393896.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/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"http://hk.jrj.com.cn/2023/03/11213237393896.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318998717","content_text":"作者:子宽3月11日,美团资本市场部对问询的投资者回复邮件表示,美团没有存款在硅谷银行,因此近期硅谷银行事件对公司无影响。同时,美团相关负责人也对记者表示,今日网传美团CEO王兴发布的“硅谷银行维权群”截图并不属实。 当地时间3月9日,硅谷银行(SVB)突然宣布,出售其所有210亿美元的可销售证券,因此遭受了18亿美元的亏损,并寻求通过出售普通股和优先股募资22.5亿美元,从而避免流动性危机。市场对这则消息的解读是,硅谷银行的流动性危机,远比预期的更严重。当地时间3月10日,美国联邦存款保险公司(FDIC)宣布,硅谷银行已被关闭,监管机构已控制了银行的存款。根据FDIC发布的一份声明,加州金融保护和创新部(DFPI)当日宣布关闭美国硅谷银行,并任命FDIC为破产管理人。FDIC在公告中表示,投保存款人将不迟于周一早上获得存款,硅谷银行的分支机构也将在监管机构的控制下重新开放。FDIC的标准联邦存款保险公司的为每个账户所有权类别的每个存款人,每家银行提供高达25万美元的保险。FDIC表示,未投保的存款人将获得其余额的接管证书。美国财政部长耶伦10日表示,财政部了解了最近的事态发展,并正在密切关注局势。耶伦表示,当银行面临损失时,这是一个“令人担忧的问题”。 不过美国银行系统仍然充满韧性,已召集各监管机构共同协商硅谷银行的问题。她对银行业监管者有充足的信心,她完全相信银行业监管机构将采取适当行动。分析师认为,此次硅谷银行的问题在于其在流动性宽松时期大量吸收存款并配置长期限的债券资产,导致潜在的利率风险大幅增加,美联储加息使得问题暴露。国信银行王剑指出,事情的源头起于,疫情期间美联储放水,美国的PE/VC市场也快速扩张,给硅谷银行带来大量低息存款,硅谷银行的规模得以快速增长,其资产总额从2019年末的710亿美元增长到2021年末的2115亿美元,其中2020年同比增长63%,2021年同比增长83%。但是这一切在2022年完全逆转。随着2022年美联储进入加息周期,PE/VC市场的流动性盛宴结束,硅谷银行也面临巨大压力。硅谷银行2022年总资产较年初仅增加了3亿美元,有息存款成本从2021年的0.13%大幅攀升到2022年的1.13%。王剑指出,更严重的是,硅谷银行在过去几年存款大幅增长的时候,用吸收进来的资金在资产端配置了大量长久期的持有至到期资产和可供出售资产,期限错配严重,面临巨大的利率风险。从硅谷银行持有至到期资产和可供出售资产的结构来看,主要是住房抵押证券相关产品,资产本身信用风险不大,但收益率很低,只有1.6%左右。这些资产久期很长,其中大约80%的金融资产剩余期限都在十年以上,利率风险很大。“在美联储加息的背景下,如果硅谷银行想稳住负债,就只能高息揽存,这会导致息差收窄,挤压收入和利润空间;如果不高息揽存,则负债流失,公司被迫出售资产偿还债务,同样面临损失。硅谷银行实际上同时面临了这两个问题:一是从存款利率来看,2022年有息存款付息率较2021年上升100bps至1.13%;二是从存款规模来看,2022年末存款余额较2021年末下降8.5%至1731亿美元,其中无息存款更是减少36%至808亿美元。”王剑分析。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625865341,"gmtCreate":1676366421883,"gmtModify":1676366424086,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"买特斯拉汽车跟买股票似的,忽上忽下的","listText":"买特斯拉汽车跟买股票似的,忽上忽下的","text":"买特斯拉汽车跟买股票似的,忽上忽下的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625865341","repostId":"1141607221","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625396071,"gmtCreate":1676086698793,"gmtModify":1676086701051,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"拭目以待,看景林是打脸还是封神","listText":"拭目以待,看景林是打脸还是封神","text":"拭目以待,看景林是打脸还是封神","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625396071","repostId":"1172988789","repostType":4,"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625398636,"gmtCreate":1676086524425,"gmtModify":1676086526407,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"木头姐对特斯拉真是执着啊","listText":"木头姐对特斯拉真是执着啊","text":"木头姐对特斯拉真是执着啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625398636","repostId":"1160330922","repostType":2,"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622254158,"gmtCreate":1675681124775,"gmtModify":1675681126986,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…","listText":"姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…","text":"姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/622254158","repostId":"1141349375","repostType":4,"isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629130880,"gmtCreate":1670324579441,"gmtModify":1670324581648,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"这些机构预测有几次是对的?估计列出选项让猩猩投飞镖预测的都比他们准","listText":"这些机构预测有几次是对的?估计列出选项让猩猩投飞镖预测的都比他们准","text":"这些机构预测有几次是对的?估计列出选项让猩猩投飞镖预测的都比他们准","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629130880","repostId":"1170894652","repostType":4,"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620035619,"gmtCreate":1669203174031,"gmtM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10:47","market":"us","language":"zh","title":"靠“散户概念股”,美国一大学生狂赚1.1亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1135755752","media":"华尔街见闻","summary":"“散户概念股”的疯狂,就连机构投资者似乎也忍不住亲自下场当起了散户。","content":"<html><head></head><body><p>作者:王眉</p><p>在散户投资者的抱团追捧之下,Bed Bath & Beyond(BBBY)这家陷入困境的零售商股价最近继续暴涨,让乘势押注这波涨势的投资者大赚了一笔。</p><p>其中就包括美国一名初出茅庐的20岁大学生。</p><p>据报道,来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman,在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。</p><p>此前该公司业绩惨淡,董事总经理被解职,导致其股价下跌。</p><p><b>而最近一个月,BBBY狂涨了365%。</b>上周一,BBBY盘中曾涨超60%;8月16日周二盘中涨近80%,股价跃升至每股27美元以上。</p><p>随着BBBY股价飙升,<b>Freeman周二从他的账户中卖出了价值超过1.3亿美元的股票,获得了约1.1亿美元的收益。</b></p><p><img src=\"https://static.tigerbbs.com/f2ec959ffdd564e9b28661524f763f6f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Freeman的出售恰逢其时,周二盘后BBBY大跌17%,尽管周三收盘反弹了10%。</p><p>他在周三接受媒体采访时说:</p><blockquote>“我没有想到会出现如此疯狂的反弹,我还以为这将是一场超过6个月的比赛……我真的很震惊它上涨得如此之快。”</blockquote><p>监管文件显示,Freeman通过资管公司Freeman Capital Management积累了BBBY超过6%的头寸。他说,<b>他从朋友和家人那里筹集了资金,认为这家陷入困境的公司可以进行重组债务。</b></p><p>Bed Bath & Beyond是2021年初流行起来的少数几只散户抱团股(又称Meme股)之一,但其受关注度低于视频游戏零售商GameStop和连锁影院AMC,该公司总部位于新泽西州,以经营真空吸尘器、毛巾和厨房用具的大型门店而闻名。</p><p>该公司二季度业绩报告称,与2021年同期相比,其二季度的销售额下降了25%,净亏损从5100万美元扩大到3.58亿美元。该公司的现金流已从年初的10亿美元降至1.07亿美元。</p><p>尽管业绩惨淡,但由于其股票的低流通性,且空头大量押注股价下跌,该公司成功引起了潜伏在Reddit论坛的散户投资者的兴趣。<b>这意味着他们可以尝试通过推高股价并迫使专业投资者平仓,来建立“逼空”机制,从而进一步推高股价。</b></p><p>不过,不同于上周的是,本周BBBY大涨是因为GME董事长Ryan Cohen押注的消息重新激发了散户投资者的兴趣。</p><p>周一晚披露的监管方文件显示,Cohen旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,行权价在每股60美元到80美元。</p><p>这笔披露的交易立即吸引了有“美股散户大本营“之称的Reddit论坛WallStreetBets分论坛用户。买入上述看涨期权的交易意味着,Cohen押注BBBY可能最高涨至80美元,较本周一BBBY收盘价16美元上涨四倍。</p><p><b>“散户概念股”的疯狂,就连机构投资者似乎也忍不住亲自下场当起了散户。</b></p><p>有评论认为,GME等其他散户抱团股和BBBY一样大涨是因为,一些对冲基金假扮散户蜂拥入市,希望乘着散户热捧的东风追逐动量上升。</p><p><b>散户的夏日狂潮将持续多久?</b></p><p>然而,经历连日疯涨之后,BBBY周三盘后却一路下挫,跌幅一度达20%。</p><p><img src=\"https://static.tigerbbs.com/9c58999f9ed4699a5b8e822ddd17db95\" tg-width=\"450\" tg-height=\"397\" width=\"100%\" height=\"auto\"/></p><p>如此反转的走势主要归咎于"带头大哥"之一的Ryan Cohen或将出售该股。此前,GME董事长Ryan Cohen通过旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,而在周三下午决定出售持有全部股份。</p><p>分析指出,这将可能打击是此次“散户抱团”冲高股价的动力。</p><p>另外,值得一提的是,图表走势显示,逼空者的弹药正消耗殆尽......</p><p><img src=\"https://static.tigerbbs.com/4bfa4546d69d747432cd5b19d27e6add\" tg-width=\"500\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而Meme股热潮似乎也在失去吸引力......</p><p><img src=\"https://static.tigerbbs.com/c300b3d96f4937939ff19ac5fea2ffe7\" tg-width=\"500\" tg-height=\"267\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>其次,美联储仍处于数十年来最激进的货币紧缩周期之中。这意味着,现在市场里几乎没有廉价资金可用,因此像去年那样的反弹行情的流动性也会减少。</p><p>最后,因为像3B家居(BBBY)这样的股票,几乎没有基本面可谈。<b>分析得出,来的快,去的也快,这次散户抱团股狂潮要凉凉了。</b></p><p>但也有分析持不同观点,WallStreetBets创始人Jaime Rogozinski表示,最近散户交易热情的复苏不会很快减弱。</p><p>Rogozinski在接受媒体采访时表示:</p><blockquote>暑假结束了,每个人都回到了学校,活动开始活跃起来。</blockquote><blockquote><b>只要不禁止购买股票,这种狂热可能会持续下去。</b></blockquote><p>Rogozinski认为,此次的驱动因素与2021年1月相同,市场情绪相对比较悲观,被大举做空的一些股票在日内交易者的推动下暴涨。</p><p><b>而在散户交易热情重燃之际,华尔街专业投资者才刚刚开始加大买入股票。</b>Rogozinski说,尽管他预计市场不会复制过去,但他看到日内交易者大量买入同一只“老网红股”还是很惊讶的。例如,对冲基金已经改变了做法,现在不愿公开它们持有的空头头寸。</p><p>对于追踪WSB概念股的ETF,Rogozinski并不看好,因为它们受到监管的限制。他指出,WSB概念股涨跌非常快,等ETF进行完重组、再平衡以及申请变更,这些股票的上涨早就结束了。这些ETF的想法很好,但执行起来很难。</p><p>Rogozinski还表示,<b>散户们非常疯狂,目前无法判断这一轮散户热潮会持续多久。</b></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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>靠“散户概念股”,美国一大学生狂赚1.1亿美元</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靠“散户概念股”,美国一大学生狂赚1.1亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 10:47 北京时间 <a href=https://wallstreetcn.com/articles/3668033><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:王眉在散户投资者的抱团追捧之下,Bed Bath & Beyond(BBBY)这家陷入困境的零售商股价最近继续暴涨,让乘势押注这波涨势的投资者大赚了一笔。其中就包括美国一名初出茅庐的20岁大学生。据报道,来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman,在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。此前该公司业绩惨淡,董事总经理被解职,导致其股价下跌...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3668033\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9805cd085f058418ee36879288cfa0fe","relate_stocks":{"BBBY":"3B家居"},"source_url":"https://wallstreetcn.com/articles/3668033","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1135755752","content_text":"作者:王眉在散户投资者的抱团追捧之下,Bed Bath & Beyond(BBBY)这家陷入困境的零售商股价最近继续暴涨,让乘势押注这波涨势的投资者大赚了一笔。其中就包括美国一名初出茅庐的20岁大学生。据报道,来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman,在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。此前该公司业绩惨淡,董事总经理被解职,导致其股价下跌。而最近一个月,BBBY狂涨了365%。上周一,BBBY盘中曾涨超60%;8月16日周二盘中涨近80%,股价跃升至每股27美元以上。随着BBBY股价飙升,Freeman周二从他的账户中卖出了价值超过1.3亿美元的股票,获得了约1.1亿美元的收益。Freeman的出售恰逢其时,周二盘后BBBY大跌17%,尽管周三收盘反弹了10%。他在周三接受媒体采访时说:“我没有想到会出现如此疯狂的反弹,我还以为这将是一场超过6个月的比赛……我真的很震惊它上涨得如此之快。”监管文件显示,Freeman通过资管公司Freeman Capital Management积累了BBBY超过6%的头寸。他说,他从朋友和家人那里筹集了资金,认为这家陷入困境的公司可以进行重组债务。Bed Bath & Beyond是2021年初流行起来的少数几只散户抱团股(又称Meme股)之一,但其受关注度低于视频游戏零售商GameStop和连锁影院AMC,该公司总部位于新泽西州,以经营真空吸尘器、毛巾和厨房用具的大型门店而闻名。该公司二季度业绩报告称,与2021年同期相比,其二季度的销售额下降了25%,净亏损从5100万美元扩大到3.58亿美元。该公司的现金流已从年初的10亿美元降至1.07亿美元。尽管业绩惨淡,但由于其股票的低流通性,且空头大量押注股价下跌,该公司成功引起了潜伏在Reddit论坛的散户投资者的兴趣。这意味着他们可以尝试通过推高股价并迫使专业投资者平仓,来建立“逼空”机制,从而进一步推高股价。不过,不同于上周的是,本周BBBY大涨是因为GME董事长Ryan Cohen押注的消息重新激发了散户投资者的兴趣。周一晚披露的监管方文件显示,Cohen旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,行权价在每股60美元到80美元。这笔披露的交易立即吸引了有“美股散户大本营“之称的Reddit论坛WallStreetBets分论坛用户。买入上述看涨期权的交易意味着,Cohen押注BBBY可能最高涨至80美元,较本周一BBBY收盘价16美元上涨四倍。“散户概念股”的疯狂,就连机构投资者似乎也忍不住亲自下场当起了散户。有评论认为,GME等其他散户抱团股和BBBY一样大涨是因为,一些对冲基金假扮散户蜂拥入市,希望乘着散户热捧的东风追逐动量上升。散户的夏日狂潮将持续多久?然而,经历连日疯涨之后,BBBY周三盘后却一路下挫,跌幅一度达20%。如此反转的走势主要归咎于\"带头大哥\"之一的Ryan Cohen或将出售该股。此前,GME董事长Ryan Cohen通过旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,而在周三下午决定出售持有全部股份。分析指出,这将可能打击是此次“散户抱团”冲高股价的动力。另外,值得一提的是,图表走势显示,逼空者的弹药正消耗殆尽......而Meme股热潮似乎也在失去吸引力......其次,美联储仍处于数十年来最激进的货币紧缩周期之中。这意味着,现在市场里几乎没有廉价资金可用,因此像去年那样的反弹行情的流动性也会减少。最后,因为像3B家居(BBBY)这样的股票,几乎没有基本面可谈。分析得出,来的快,去的也快,这次散户抱团股狂潮要凉凉了。但也有分析持不同观点,WallStreetBets创始人Jaime Rogozinski表示,最近散户交易热情的复苏不会很快减弱。Rogozinski在接受媒体采访时表示:暑假结束了,每个人都回到了学校,活动开始活跃起来。只要不禁止购买股票,这种狂热可能会持续下去。Rogozinski认为,此次的驱动因素与2021年1月相同,市场情绪相对比较悲观,被大举做空的一些股票在日内交易者的推动下暴涨。而在散户交易热情重燃之际,华尔街专业投资者才刚刚开始加大买入股票。Rogozinski说,尽管他预计市场不会复制过去,但他看到日内交易者大量买入同一只“老网红股”还是很惊讶的。例如,对冲基金已经改变了做法,现在不愿公开它们持有的空头头寸。对于追踪WSB概念股的ETF,Rogozinski并不看好,因为它们受到监管的限制。他指出,WSB概念股涨跌非常快,等ETF进行完重组、再平衡以及申请变更,这些股票的上涨早就结束了。这些ETF的想法很好,但执行起来很难。Rogozinski还表示,散户们非常疯狂,目前无法判断这一轮散户热潮会持续多久。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":682030839,"gmtCreate":1658556463425,"gmtModify":1658559085081,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。","listText":"这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。","text":"这些明星基金经理就是一群笑话,市场好的时候跑不过行业指数,市场不好的时候一样跌的跟狗一样,与其这样,到不如直接买风口上的行业指数,费率还低。二季度加仓这么多,七月也没看哪个港股突破阻力扶摇直上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/682030839","repostId":"1199235840","repostType":2,"isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622254158,"gmtCreate":1675681124775,"gmtModify":1675681126986,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…","listText":"姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…","text":"姐们儿完美的诠释了什么叫运气!姐们持仓一直也没有太大变化。这些基金经理关注的不是盈利多少,而是规模多少,收多少管理费,盈亏看基民运气了…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/622254158","repostId":"1141349375","repostType":4,"isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832653716,"gmtCreate":1629625577835,"gmtModify":1629625577835,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"蔚来车主:怎么会是蔚来问题,蔚来是最好的电动车,污蔑","listText":"蔚来车主:怎么会是蔚来问题,蔚来是最好的电动车,污蔑","text":"蔚来车主:怎么会是蔚来问题,蔚来是最好的电动车,污蔑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/832653716","repostId":"2161444527","repostType":4,"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544048927281824","authorId":"3544048927281824","name":"关老大","avatar":"https://static.tigerbbs.com/97b52778a419c716b22ed11877604e04","crmLevel":3,"crmLevelSwitch":0,"idStr":"3544048927281824","authorIdStr":"3544048927281824"},"content":"蔚来黑:蔚来怎么可能没问题,蔚来是最差的电动车","text":"蔚来黑:蔚来怎么可能没问题,蔚来是最差的电动车","html":"蔚来黑:蔚来怎么可能没问题,蔚来是最差的电动车"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685941966,"gmtCreate":1659413279858,"gmtModify":1659413279858,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"可惜这股目前无法做空,否则咱小散也能发笔横财了。[开心] ","listText":"可惜这股目前无法做空,否则咱小散也能发笔横财了。[开心] ","text":"可惜这股目前无法做空,否则咱小散也能发笔横财了。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/685941966","repostId":"1104628569","repostType":2,"isVote":1,"tweetType":1,"viewCount":1397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507293824695174","authorId":"3507293824695174","name":"lihua0724","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3507293824695174","authorIdStr":"3507293824695174"},"content":"昨天即便最高点做空,今天已经亏得裤衩都不剩了!虽然是泡沫,但泡沫大到什么程度破,是个判断难点。比特币1000美元时就说严重泡沫化了,结果到了近7万美元才破。","text":"昨天即便最高点做空,今天已经亏得裤衩都不剩了!虽然是泡沫,但泡沫大到什么程度破,是个判断难点。比特币1000美元时就说严重泡沫化了,结果到了近7万美元才破。","html":"昨天即便最高点做空,今天已经亏得裤衩都不剩了!虽然是泡沫,但泡沫大到什么程度破,是个判断难点。比特币1000美元时就说严重泡沫化了,结果到了近7万美元才破。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687190058,"gmtCreate":1660797922077,"gmtModify":1660797922077,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"又来编故事骗我了,股市不差我那500美元","listText":"又来编故事骗我了,股市不差我那500美元","text":"又来编故事骗我了,股市不差我那500美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687190058","repostId":"1135755752","repostType":2,"repost":{"id":"1135755752","kind":"news","pubTimestamp":1660790865,"share":"https://www.laohu8.com/m/news/1135755752?lang=&edition=full","pubTime":"2022-08-18 10:47","market":"us","language":"zh","title":"靠“散户概念股”,美国一大学生狂赚1.1亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1135755752","media":"华尔街见闻","summary":"“散户概念股”的疯狂,就连机构投资者似乎也忍不住亲自下场当起了散户。","content":"<html><head></head><body><p>作者:王眉</p><p>在散户投资者的抱团追捧之下,Bed Bath & Beyond(BBBY)这家陷入困境的零售商股价最近继续暴涨,让乘势押注这波涨势的投资者大赚了一笔。</p><p>其中就包括美国一名初出茅庐的20岁大学生。</p><p>据报道,来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman,在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。</p><p>此前该公司业绩惨淡,董事总经理被解职,导致其股价下跌。</p><p><b>而最近一个月,BBBY狂涨了365%。</b>上周一,BBBY盘中曾涨超60%;8月16日周二盘中涨近80%,股价跃升至每股27美元以上。</p><p>随着BBBY股价飙升,<b>Freeman周二从他的账户中卖出了价值超过1.3亿美元的股票,获得了约1.1亿美元的收益。</b></p><p><img src=\"https://static.tigerbbs.com/f2ec959ffdd564e9b28661524f763f6f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Freeman的出售恰逢其时,周二盘后BBBY大跌17%,尽管周三收盘反弹了10%。</p><p>他在周三接受媒体采访时说:</p><blockquote>“我没有想到会出现如此疯狂的反弹,我还以为这将是一场超过6个月的比赛……我真的很震惊它上涨得如此之快。”</blockquote><p>监管文件显示,Freeman通过资管公司Freeman Capital Management积累了BBBY超过6%的头寸。他说,<b>他从朋友和家人那里筹集了资金,认为这家陷入困境的公司可以进行重组债务。</b></p><p>Bed Bath & Beyond是2021年初流行起来的少数几只散户抱团股(又称Meme股)之一,但其受关注度低于视频游戏零售商GameStop和连锁影院AMC,该公司总部位于新泽西州,以经营真空吸尘器、毛巾和厨房用具的大型门店而闻名。</p><p>该公司二季度业绩报告称,与2021年同期相比,其二季度的销售额下降了25%,净亏损从5100万美元扩大到3.58亿美元。该公司的现金流已从年初的10亿美元降至1.07亿美元。</p><p>尽管业绩惨淡,但由于其股票的低流通性,且空头大量押注股价下跌,该公司成功引起了潜伏在Reddit论坛的散户投资者的兴趣。<b>这意味着他们可以尝试通过推高股价并迫使专业投资者平仓,来建立“逼空”机制,从而进一步推高股价。</b></p><p>不过,不同于上周的是,本周BBBY大涨是因为GME董事长Ryan Cohen押注的消息重新激发了散户投资者的兴趣。</p><p>周一晚披露的监管方文件显示,Cohen旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,行权价在每股60美元到80美元。</p><p>这笔披露的交易立即吸引了有“美股散户大本营“之称的Reddit论坛WallStreetBets分论坛用户。买入上述看涨期权的交易意味着,Cohen押注BBBY可能最高涨至80美元,较本周一BBBY收盘价16美元上涨四倍。</p><p><b>“散户概念股”的疯狂,就连机构投资者似乎也忍不住亲自下场当起了散户。</b></p><p>有评论认为,GME等其他散户抱团股和BBBY一样大涨是因为,一些对冲基金假扮散户蜂拥入市,希望乘着散户热捧的东风追逐动量上升。</p><p><b>散户的夏日狂潮将持续多久?</b></p><p>然而,经历连日疯涨之后,BBBY周三盘后却一路下挫,跌幅一度达20%。</p><p><img src=\"https://static.tigerbbs.com/9c58999f9ed4699a5b8e822ddd17db95\" tg-width=\"450\" tg-height=\"397\" width=\"100%\" height=\"auto\"/></p><p>如此反转的走势主要归咎于"带头大哥"之一的Ryan Cohen或将出售该股。此前,GME董事长Ryan Cohen通过旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,而在周三下午决定出售持有全部股份。</p><p>分析指出,这将可能打击是此次“散户抱团”冲高股价的动力。</p><p>另外,值得一提的是,图表走势显示,逼空者的弹药正消耗殆尽......</p><p><img src=\"https://static.tigerbbs.com/4bfa4546d69d747432cd5b19d27e6add\" tg-width=\"500\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而Meme股热潮似乎也在失去吸引力......</p><p><img src=\"https://static.tigerbbs.com/c300b3d96f4937939ff19ac5fea2ffe7\" tg-width=\"500\" tg-height=\"267\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>其次,美联储仍处于数十年来最激进的货币紧缩周期之中。这意味着,现在市场里几乎没有廉价资金可用,因此像去年那样的反弹行情的流动性也会减少。</p><p>最后,因为像3B家居(BBBY)这样的股票,几乎没有基本面可谈。<b>分析得出,来的快,去的也快,这次散户抱团股狂潮要凉凉了。</b></p><p>但也有分析持不同观点,WallStreetBets创始人Jaime Rogozinski表示,最近散户交易热情的复苏不会很快减弱。</p><p>Rogozinski在接受媒体采访时表示:</p><blockquote>暑假结束了,每个人都回到了学校,活动开始活跃起来。</blockquote><blockquote><b>只要不禁止购买股票,这种狂热可能会持续下去。</b></blockquote><p>Rogozinski认为,此次的驱动因素与2021年1月相同,市场情绪相对比较悲观,被大举做空的一些股票在日内交易者的推动下暴涨。</p><p><b>而在散户交易热情重燃之际,华尔街专业投资者才刚刚开始加大买入股票。</b>Rogozinski说,尽管他预计市场不会复制过去,但他看到日内交易者大量买入同一只“老网红股”还是很惊讶的。例如,对冲基金已经改变了做法,现在不愿公开它们持有的空头头寸。</p><p>对于追踪WSB概念股的ETF,Rogozinski并不看好,因为它们受到监管的限制。他指出,WSB概念股涨跌非常快,等ETF进行完重组、再平衡以及申请变更,这些股票的上涨早就结束了。这些ETF的想法很好,但执行起来很难。</p><p>Rogozinski还表示,<b>散户们非常疯狂,目前无法判断这一轮散户热潮会持续多久。</b></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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>靠“散户概念股”,美国一大学生狂赚1.1亿美元</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靠“散户概念股”,美国一大学生狂赚1.1亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 10:47 北京时间 <a href=https://wallstreetcn.com/articles/3668033><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:王眉在散户投资者的抱团追捧之下,Bed Bath & Beyond(BBBY)这家陷入困境的零售商股价最近继续暴涨,让乘势押注这波涨势的投资者大赚了一笔。其中就包括美国一名初出茅庐的20岁大学生。据报道,来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman,在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。此前该公司业绩惨淡,董事总经理被解职,导致其股价下跌...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3668033\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9805cd085f058418ee36879288cfa0fe","relate_stocks":{"BBBY":"3B家居"},"source_url":"https://wallstreetcn.com/articles/3668033","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1135755752","content_text":"作者:王眉在散户投资者的抱团追捧之下,Bed Bath & Beyond(BBBY)这家陷入困境的零售商股价最近继续暴涨,让乘势押注这波涨势的投资者大赚了一笔。其中就包括美国一名初出茅庐的20岁大学生。据报道,来自美国南加州大学应用数学和经济学专业的大学生Jake Freeman,在今年7月以每股不到5.5美元的价格购买了500万股BBBY股票。此前该公司业绩惨淡,董事总经理被解职,导致其股价下跌。而最近一个月,BBBY狂涨了365%。上周一,BBBY盘中曾涨超60%;8月16日周二盘中涨近80%,股价跃升至每股27美元以上。随着BBBY股价飙升,Freeman周二从他的账户中卖出了价值超过1.3亿美元的股票,获得了约1.1亿美元的收益。Freeman的出售恰逢其时,周二盘后BBBY大跌17%,尽管周三收盘反弹了10%。他在周三接受媒体采访时说:“我没有想到会出现如此疯狂的反弹,我还以为这将是一场超过6个月的比赛……我真的很震惊它上涨得如此之快。”监管文件显示,Freeman通过资管公司Freeman Capital Management积累了BBBY超过6%的头寸。他说,他从朋友和家人那里筹集了资金,认为这家陷入困境的公司可以进行重组债务。Bed Bath & Beyond是2021年初流行起来的少数几只散户抱团股(又称Meme股)之一,但其受关注度低于视频游戏零售商GameStop和连锁影院AMC,该公司总部位于新泽西州,以经营真空吸尘器、毛巾和厨房用具的大型门店而闻名。该公司二季度业绩报告称,与2021年同期相比,其二季度的销售额下降了25%,净亏损从5100万美元扩大到3.58亿美元。该公司的现金流已从年初的10亿美元降至1.07亿美元。尽管业绩惨淡,但由于其股票的低流通性,且空头大量押注股价下跌,该公司成功引起了潜伏在Reddit论坛的散户投资者的兴趣。这意味着他们可以尝试通过推高股价并迫使专业投资者平仓,来建立“逼空”机制,从而进一步推高股价。不过,不同于上周的是,本周BBBY大涨是因为GME董事长Ryan Cohen押注的消息重新激发了散户投资者的兴趣。周一晚披露的监管方文件显示,Cohen旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,行权价在每股60美元到80美元。这笔披露的交易立即吸引了有“美股散户大本营“之称的Reddit论坛WallStreetBets分论坛用户。买入上述看涨期权的交易意味着,Cohen押注BBBY可能最高涨至80美元,较本周一BBBY收盘价16美元上涨四倍。“散户概念股”的疯狂,就连机构投资者似乎也忍不住亲自下场当起了散户。有评论认为,GME等其他散户抱团股和BBBY一样大涨是因为,一些对冲基金假扮散户蜂拥入市,希望乘着散户热捧的东风追逐动量上升。散户的夏日狂潮将持续多久?然而,经历连日疯涨之后,BBBY周三盘后却一路下挫,跌幅一度达20%。如此反转的走势主要归咎于\"带头大哥\"之一的Ryan Cohen或将出售该股。此前,GME董事长Ryan Cohen通过旗下的风投公司RC Ventures买入了超过160万股2023年1月到期的BBBY虚值看涨期权,而在周三下午决定出售持有全部股份。分析指出,这将可能打击是此次“散户抱团”冲高股价的动力。另外,值得一提的是,图表走势显示,逼空者的弹药正消耗殆尽......而Meme股热潮似乎也在失去吸引力......其次,美联储仍处于数十年来最激进的货币紧缩周期之中。这意味着,现在市场里几乎没有廉价资金可用,因此像去年那样的反弹行情的流动性也会减少。最后,因为像3B家居(BBBY)这样的股票,几乎没有基本面可谈。分析得出,来的快,去的也快,这次散户抱团股狂潮要凉凉了。但也有分析持不同观点,WallStreetBets创始人Jaime Rogozinski表示,最近散户交易热情的复苏不会很快减弱。Rogozinski在接受媒体采访时表示:暑假结束了,每个人都回到了学校,活动开始活跃起来。只要不禁止购买股票,这种狂热可能会持续下去。Rogozinski认为,此次的驱动因素与2021年1月相同,市场情绪相对比较悲观,被大举做空的一些股票在日内交易者的推动下暴涨。而在散户交易热情重燃之际,华尔街专业投资者才刚刚开始加大买入股票。Rogozinski说,尽管他预计市场不会复制过去,但他看到日内交易者大量买入同一只“老网红股”还是很惊讶的。例如,对冲基金已经改变了做法,现在不愿公开它们持有的空头头寸。对于追踪WSB概念股的ETF,Rogozinski并不看好,因为它们受到监管的限制。他指出,WSB概念股涨跌非常快,等ETF进行完重组、再平衡以及申请变更,这些股票的上涨早就结束了。这些ETF的想法很好,但执行起来很难。Rogozinski还表示,散户们非常疯狂,目前无法判断这一轮散户热潮会持续多久。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620035619,"gmtCreate":1669203174031,"gmtModify":1669203175691,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"小米造车大概率失败,时代不同了。","listText":"小米造车大概率失败,时代不同了。","text":"小米造车大概率失败,时代不同了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/620035619","repostId":"1180937202","repostType":4,"isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475493861288108","authorId":"3475493861288108","name":"菜鸟小股民","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3475493861288108","authorIdStr":"3475493861288108"},"content":"不至于。像手机行业一样,已经是“组装” 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21:32","market":"hk","language":"zh","title":"美团:没有存款在硅谷银行,破产事件对公司无影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2318998717","media":"金融界","summary":"网传美团CEO王兴发布的“硅谷银行维权群”截图不属实。 ","content":"<html><head></head><body><p>作者:子宽</p><p>3月11日,美团资本市场部对问询的投资者回复邮件表示,美团没有存款在<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>,因此近期硅谷银行事件对公司无影响。同时,美团相关负责人也对记者表示,今日网传美团CEO王兴发布的“硅谷银行维权群”截图并不属实。 </p><p>当地时间3月9日,硅谷银行(SVB)突然宣布,出售其所有210亿美元的可销售证券,因此遭受了18亿美元的亏损,并寻求通过出售普通股和优先股募资22.5亿美元,从而避免流动性危机。</p><p>市场对这则消息的解读是,硅谷银行的流动性危机,远比预期的更严重。当地时间3月10日,美国联邦存款保险公司(FDIC)宣布,硅谷银行已被关闭,监管机构已控制了银行的存款。根据FDIC发布的一份声明,加州金融保护和创新部(DFPI)当日宣布关闭美国硅谷银行,并任命FDIC为破产管理人。FDIC在公告中表示,投保存款人将不迟于周一早上获得存款,硅谷银行的分支机构也将在监管机构的控制下重新开放。</p><p>FDIC的标准联邦存款保险公司的为每个账户所有权类别的每个存款人,每家银行提供高达25万美元的保险。FDIC表示,未投保的存款人将获得其余额的接管证书。</p><p>美国财政部长耶伦10日表示,财政部了解了最近的事态发展,并正在密切关注局势。耶伦表示,当银行面临损失时,这是一个“令人担忧的问题”。 不过美国银行系统仍然充满韧性,已召集各监管机构共同协商硅谷银行的问题。她对银行业监管者有充足的信心,她完全相信银行业监管机构将采取适当行动。</p><p>分析师认为,此次硅谷银行的问题在于其在流动性宽松时期大量吸收存款并配置长期限的债券资产,导致潜在的利率风险大幅增加,美联储加息使得问题暴露。</p><p>国信银行王剑指出,<b>事情的源头起于,疫情期间</b><b>美联储</b><b>放水</b>,美国的PE/VC市场也快速扩张,给硅谷银行带来大量低息存款,硅谷银行的规模得以快速增长,其资产总额从2019年末的710亿美元增长到2021年末的2115亿美元,其中2020年同比增长63%,2021年同比增长83%。</p><p>但是这一切在2022年完全逆转。<b>随着2022年美联储进入加息周期,PE/VC市场的流动性盛宴结束,硅谷银行也面临巨大压力。</b>硅谷银行2022年总资产较年初仅增加了3亿美元,有息存款成本从2021年的0.13%大幅攀升到2022年的1.13%。</p><p>王剑指出,更严重的是,<b>硅谷银行在过去几年存款大幅增长的时候,用吸收进来的资金在资产端配置了大量长久期的持有至到期资产和可供出售资产,期限错配严重,面临巨大的利率风险。</b>从硅谷银行持有至到期资产和可供出售资产的结构来看,主要是住房抵押证券相关产品,资产本身信用风险不大,但收益率很低,只有1.6%左右。这些资产久期很长,其中大约80%的金融资产剩余期限都在十年以上,利率风险很大。</p><p>“在美联储加息的背景下,如果硅谷银行想稳住负债,就只能高息揽存,这会导致息差收窄,挤压收入和利润空间;如果不高息揽存,则负债流失,公司被迫出售资产偿还债务,同样面临损失。硅谷银行实际上同时面临了这两个问题:一是从存款利率来看,2022年有息存款付息率较2021年上升100bps至1.13%;二是从存款规模来看,2022年末存款余额较2021年末下降8.5%至1731亿美元,其中无息存款更是减少36%至808亿美元。”王剑分析。</p></body></html>","source":"78","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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美团:没有存款在硅谷银行,破产事件对公司无影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 21:32 北京时间 <a href=http://hk.jrj.com.cn/2023/03/11213237393896.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:子宽3月11日,美团资本市场部对问询的投资者回复邮件表示,美团没有存款在硅谷银行,因此近期硅谷银行事件对公司无影响。同时,美团相关负责人也对记者表示,今日网传美团CEO王兴发布的“硅谷银行维权群”截图并不属实。 当地时间3月9日,硅谷银行(SVB)突然宣布,出售其所有210亿美元的可销售证券,因此遭受了18亿美元的亏损,并寻求通过出售普通股和优先股募资22.5亿美元,从而避免流动性危机...</p>\n\n<a href=\"http://hk.jrj.com.cn/2023/03/11213237393896.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/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"http://hk.jrj.com.cn/2023/03/11213237393896.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318998717","content_text":"作者:子宽3月11日,美团资本市场部对问询的投资者回复邮件表示,美团没有存款在硅谷银行,因此近期硅谷银行事件对公司无影响。同时,美团相关负责人也对记者表示,今日网传美团CEO王兴发布的“硅谷银行维权群”截图并不属实。 当地时间3月9日,硅谷银行(SVB)突然宣布,出售其所有210亿美元的可销售证券,因此遭受了18亿美元的亏损,并寻求通过出售普通股和优先股募资22.5亿美元,从而避免流动性危机。市场对这则消息的解读是,硅谷银行的流动性危机,远比预期的更严重。当地时间3月10日,美国联邦存款保险公司(FDIC)宣布,硅谷银行已被关闭,监管机构已控制了银行的存款。根据FDIC发布的一份声明,加州金融保护和创新部(DFPI)当日宣布关闭美国硅谷银行,并任命FDIC为破产管理人。FDIC在公告中表示,投保存款人将不迟于周一早上获得存款,硅谷银行的分支机构也将在监管机构的控制下重新开放。FDIC的标准联邦存款保险公司的为每个账户所有权类别的每个存款人,每家银行提供高达25万美元的保险。FDIC表示,未投保的存款人将获得其余额的接管证书。美国财政部长耶伦10日表示,财政部了解了最近的事态发展,并正在密切关注局势。耶伦表示,当银行面临损失时,这是一个“令人担忧的问题”。 不过美国银行系统仍然充满韧性,已召集各监管机构共同协商硅谷银行的问题。她对银行业监管者有充足的信心,她完全相信银行业监管机构将采取适当行动。分析师认为,此次硅谷银行的问题在于其在流动性宽松时期大量吸收存款并配置长期限的债券资产,导致潜在的利率风险大幅增加,美联储加息使得问题暴露。国信银行王剑指出,事情的源头起于,疫情期间美联储放水,美国的PE/VC市场也快速扩张,给硅谷银行带来大量低息存款,硅谷银行的规模得以快速增长,其资产总额从2019年末的710亿美元增长到2021年末的2115亿美元,其中2020年同比增长63%,2021年同比增长83%。但是这一切在2022年完全逆转。随着2022年美联储进入加息周期,PE/VC市场的流动性盛宴结束,硅谷银行也面临巨大压力。硅谷银行2022年总资产较年初仅增加了3亿美元,有息存款成本从2021年的0.13%大幅攀升到2022年的1.13%。王剑指出,更严重的是,硅谷银行在过去几年存款大幅增长的时候,用吸收进来的资金在资产端配置了大量长久期的持有至到期资产和可供出售资产,期限错配严重,面临巨大的利率风险。从硅谷银行持有至到期资产和可供出售资产的结构来看,主要是住房抵押证券相关产品,资产本身信用风险不大,但收益率很低,只有1.6%左右。这些资产久期很长,其中大约80%的金融资产剩余期限都在十年以上,利率风险很大。“在美联储加息的背景下,如果硅谷银行想稳住负债,就只能高息揽存,这会导致息差收窄,挤压收入和利润空间;如果不高息揽存,则负债流失,公司被迫出售资产偿还债务,同样面临损失。硅谷银行实际上同时面临了这两个问题:一是从存款利率来看,2022年有息存款付息率较2021年上升100bps至1.13%;二是从存款规模来看,2022年末存款余额较2021年末下降8.5%至1731亿美元,其中无息存款更是减少36%至808亿美元。”王剑分析。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666972089,"gmtCreate":1665395291041,"gmtModify":1665395293515,"author":{"id":"3555921219439097","authorId":"3555921219439097","name":"踏浪者","avatar":"https://static.tigerbbs.com/be3365bc7aa772678aa294bce440dc63","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555921219439097","authorIdStr":"3555921219439097"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CN2210\">$A50指数2210(CN2210)$</a>纳指早下车没关系,加仓了a50赶上了大行情","listText":"<a href=\"https://laohu8.com/FUT/CN2210\">$A50指数2210(CN2210)$</a>纳指早下车没关系,加仓了a50赶上了大行情","text":"$A50指数2210(CN2210)$纳指早下车没关系,加仓了a50赶上了大行情","images":[{"img":"https://static.tigerbbs.com/4c969eff4b589eba81910080d4af2fa7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666972089","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}