Mr韭的个人主页 - 老虎社区

Mr韭

暂无个人介绍

IP属地：陕西

26关注

49粉丝

1主题

0勋章

2021-05-26

跟去年7月份一样，雄起了半个月就违了

A股惊天阳线意味着什么：危险时刻已过，“双牛”来了

2021-05-25

美国的次贷危机怎么引起的我们一定要牢记教训

抱歉，原内容已删除

2021-04-27

无知

抱歉，原内容已删除

2021-03-22

$RLX科技(RLX)$我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？

2021-02-26

$蓝月亮集团(06993)$我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食

2021-02-10

$RLX科技(RLX)$建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性

2021-02-03

$金山云(KC)$感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3557725775925557","uuid":"3557725775925557","gmtCreate":1594631752923,"gmtModify":1594631752923,"name":"Mr韭","pinyin":"mrjmrjiu","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":49,"headSize":26,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"陕西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":136839414,"gmtCreate":1622004172638,"gmtModify":1622004172638,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"跟去年7月份一样，雄起了半个月就违了","listText":"跟去年7月份一样，雄起了半个月就违了","text":"跟去年7月份一样，雄起了半个月就违了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136839414","repostId":"2138194497","repostType":4,"repost":{"id":"2138194497","kind":"highlight","pubTimestamp":1621993598,"share":"https://www.laohu8.com/m/news/2138194497?lang=&edition=full","pubTime":"2021-05-26 09:46","market":"hk","language":"zh","title":"A股惊天阳线意味着什么：危险时刻已过，“双牛”来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2138194497","media":"华尔街见闻","summary":"挑战四千点，这只是开始。","content":"<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。</p><p>一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。</p><p>国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：</p><blockquote>5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。</blockquote><p>上述分析师指出，拉升的核心驱动力来自分母端：</p><blockquote>第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。</blockquote><blockquote>第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。</blockquote><blockquote>第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。</blockquote><p>国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。</p><p>国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。</p><p>国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：</p><blockquote>投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。</blockquote><p>国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。</p><p>该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。</p>","source":"wallstreetcn_api","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>A股惊天阳线意味着什么：危险时刻已过，“双牛”来了</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\">\nA股惊天阳线意味着什么：危险时刻已过，“双牛”来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631262><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631262\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"09141":"华夏亚投债-U"},"source_url":"https://wallstreetcn.com/articles/3631262","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138194497","content_text":"5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。上述分析师指出，拉升的核心驱动力来自分母端：第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138115211,"gmtCreate":1621917192933,"gmtModify":1621917192933,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"美国的次贷危机怎么引起的我们一定要牢记教训","listText":"美国的次贷危机怎么引起的我们一定要牢记教训","text":"美国的次贷危机怎么引起的我们一定要牢记教训","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138115211","repostId":"1141066020","repostType":4,"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377515248,"gmtCreate":1619535251384,"gmtModify":1619535251384,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"无知","listText":"无知","text":"无知","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377515248","repostId":"2130321918","repostType":4,"isVote":1,"tweetType":1,"viewCount":2813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359264180,"gmtCreate":1616404648240,"gmtModify":1616404648240,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","text":"$RLX科技(RLX)$我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","images":[{"img":"https://static.tigerbbs.com/1a26f5cd285ff028f4d6d69b93d4d70f","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359264180","isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":368648243,"gmtCreate":1614322434082,"gmtModify":1703476339241,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","text":"$蓝月亮集团(06993)$我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":419,"commentSize":59,"repostSize":26,"link":"https://laohu8.com/post/368648243","isVote":1,"tweetType":1,"viewCount":21910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447147362205613","authorId":"3447147362205613","name":"happyricher6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3447147362205613","authorIdStr":"3447147362205613"},"content":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。","text":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。","html":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381266291,"gmtCreate":1612968428313,"gmtModify":1703767674039,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性","text":"$RLX科技(RLX)$建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/381266291","isVote":1,"tweetType":1,"viewCount":6842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"content":"中国每年的财政收入中有百分之十几以上是烟草贡献的，烟草每年的税利都是万亿以上，可以说中国的航母，国防建设，几万里的高铁，以及民生改善很多资金来源都是烟民吸出来的，在任何一个国家，烟草收入都是财政收入中非常重要的组成部分，或许电子烟会成为流行趋势但成为主流或者说国家大力支持的可能性不大","text":"中国每年的财政收入中有百分之十几以上是烟草贡献的，烟草每年的税利都是万亿以上，可以说中国的航母，国防建设，几万里的高铁，以及民生改善很多资金来源都是烟民吸出来的，在任何一个国家，烟草收入都是财政收入中非常重要的组成部分，或许电子烟会成为流行趋势但成为主流或者说国家大力支持的可能性不大","html":"中国每年的财政收入中有百分之十几以上是烟草贡献的，烟草每年的税利都是万亿以上，可以说中国的航母，国防建设，几万里的高铁，以及民生改善很多资金来源都是烟民吸出来的，在任何一个国家，烟草收入都是财政收入中非常重要的组成部分，或许电子烟会成为流行趋势但成为主流或者说国家大力支持的可能性不大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314913532,"gmtCreate":1612284349826,"gmtModify":1703760021391,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚","text":"$金山云(KC)$感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314913532","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":368648243,"gmtCreate":1614322434082,"gmtModify":1703476339241,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","text":"$蓝月亮集团(06993)$我走访了十几家以上的商标便利店，包含永辉超市，华润万家，人人乐，以及本地的大型连锁超市和便利店，所有超市均无蓝月亮的促销人员，80%的超市货架上蓝月亮产品都是跟稀疏的，甚至好多产品即将过期，超市人员反馈一年四季见不到蓝月亮的人，促销的关键位置基本上见不到蓝月亮的产品，比如说堆头促销墙之类的。大部分超市的关键位置基本上都被立白和纳爱斯的产品占着的，蓝月亮企业的终端渠道市场现状来看正在被逐步蚕食","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":419,"commentSize":59,"repostSize":26,"link":"https://laohu8.com/post/368648243","isVote":1,"tweetType":1,"viewCount":21910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3447147362205613","authorId":"3447147362205613","name":"happyricher6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3447147362205613","authorIdStr":"3447147362205613"},"content":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。","text":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。","html":"蓝月亮主要销售领域来源于线上渠道的逐年增长，线下渠道收入占比不超过四成，商超渠道立白，奥妙等品牌是存量渠道占有者。这跟经营策略有关，并不能说明企业未来增长走势。蓝月亮主打的是洗衣液，和他们主打产品线还是有一定差异的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381266291,"gmtCreate":1612968428313,"gmtModify":1703767674039,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性","text":"$RLX科技(RLX)$建议大家不要投资电子烟股，在国内电子烟存在太多的不确定性，这个行业都是擦边球，而且各国专家都说电子烟的危害比纸烟更大，不管这是不是真的，但已经存在了不确定性","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/381266291","isVote":1,"tweetType":1,"viewCount":6842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"content":"中国每年的财政收入中有百分之十几以上是烟草贡献的，烟草每年的税利都是万亿以上，可以说中国的航母，国防建设，几万里的高铁，以及民生改善很多资金来源都是烟民吸出来的，在任何一个国家，烟草收入都是财政收入中非常重要的组成部分，或许电子烟会成为流行趋势但成为主流或者说国家大力支持的可能性不大","text":"中国每年的财政收入中有百分之十几以上是烟草贡献的，烟草每年的税利都是万亿以上，可以说中国的航母，国防建设，几万里的高铁，以及民生改善很多资金来源都是烟民吸出来的，在任何一个国家，烟草收入都是财政收入中非常重要的组成部分，或许电子烟会成为流行趋势但成为主流或者说国家大力支持的可能性不大","html":"中国每年的财政收入中有百分之十几以上是烟草贡献的，烟草每年的税利都是万亿以上，可以说中国的航母，国防建设，几万里的高铁，以及民生改善很多资金来源都是烟民吸出来的，在任何一个国家，烟草收入都是财政收入中非常重要的组成部分，或许电子烟会成为流行趋势但成为主流或者说国家大力支持的可能性不大"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138115211,"gmtCreate":1621917192933,"gmtModify":1621917192933,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"美国的次贷危机怎么引起的我们一定要牢记教训","listText":"美国的次贷危机怎么引起的我们一定要牢记教训","text":"美国的次贷危机怎么引起的我们一定要牢记教训","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138115211","repostId":"1141066020","repostType":4,"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359264180,"gmtCreate":1616404648240,"gmtModify":1616404648240,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","text":"$RLX科技(RLX)$我上次说不要投电子烟，被喷子狂喷，活该当韭菜，以为利润高的产业就一定有前途？？","images":[{"img":"https://static.tigerbbs.com/1a26f5cd285ff028f4d6d69b93d4d70f","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359264180","isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":314913532,"gmtCreate":1612284349826,"gmtModify":1703760021391,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚","text":"$金山云(KC)$感觉这个票非常有潜力啊，产品的用户黏度很高，竞争对手少，背景雄厚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314913532","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136839414,"gmtCreate":1622004172638,"gmtModify":1622004172638,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"跟去年7月份一样，雄起了半个月就违了","listText":"跟去年7月份一样，雄起了半个月就违了","text":"跟去年7月份一样，雄起了半个月就违了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136839414","repostId":"2138194497","repostType":4,"repost":{"id":"2138194497","kind":"highlight","pubTimestamp":1621993598,"share":"https://www.laohu8.com/m/news/2138194497?lang=&edition=full","pubTime":"2021-05-26 09:46","market":"hk","language":"zh","title":"A股惊天阳线意味着什么：危险时刻已过，“双牛”来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2138194497","media":"华尔街见闻","summary":"挑战四千点，这只是开始。","content":"<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。</p><p>一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。</p><p>国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：</p><blockquote>5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。</blockquote><p>上述分析师指出，拉升的核心驱动力来自分母端：</p><blockquote>第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。</blockquote><blockquote>第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。</blockquote><blockquote>第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。</blockquote><p>国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。</p><p>国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。</p><p>国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：</p><blockquote>投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。</blockquote><p>国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。</p><p>该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。</p>","source":"wallstreetcn_api","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>A股惊天阳线意味着什么：危险时刻已过，“双牛”来了</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\">\nA股惊天阳线意味着什么：危险时刻已过，“双牛”来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3631262><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631262\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"09141":"华夏亚投债-U"},"source_url":"https://wallstreetcn.com/articles/3631262","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138194497","content_text":"5月25日，A股迎来久违的大涨，大金融板块爆发，券商股持续拉升，白酒股带动消费板块走强，沪深创三大指数均上涨超2%，北向资金净买入217.23亿元，刷新历史新高。一根大阳线改变了投资者信仰，市场讨论焦点转向：牛市是否来了？对此，前段时间喊出“挑战四千点”的国君策略团队再次高呼：“挑战四千点，这只是开始。“ 国君固收团队更是旗帜鲜明地表示，下一阶段，市场将迎来股债双牛。国君策略团队陈显顺、方奕、黄维驰等分析师在点评昨日行情时表示，随着宏观与外围环境由不确定走向确定，风险评价将会下降，由此驱动行情从震荡走向拉升：5月25日市场大涨，成交量放大，我们的逻辑正在不断地被兑现之中，中盘蓝筹领跑、大盘蓝筹跟随的趋势也在兑现之下。就此，我们认为：横盘不长久，挑战四千点，券商股打头阵，中盘蓝筹领跑，大盘蓝筹跟随，小妖票没大戏。上述分析师指出，拉升的核心驱动力来自分母端：第一，风险评价下降。经济政策不确定性与宏观风险预期正在快速下行，包括大宗涨价以及信用收紧预期斜率最为陡峭的阶段已经过去，年内政策端易松难紧。第二，无风险收益率上行难、下行易。海外方面，美债隐含的通胀预期已处历史高点；国内方面，十年期国债利率继续回落至3.08%，伴随人民币汇率走强，流动性优势有望延续。第三，当前风险偏好基本保持稳定。风险偏好仍处中低位置，叠加估值盈利从背离走向收敛，以及微观交易结构从崩塌走向优化，蓝筹上行通道再度打开。国君策略建议选择业绩从不确定走向确定边际变化最大的股票，预计市场将出现蓝筹股普涨格局，差异在于中盘蓝筹领跑，大盘蓝筹跟随。国君固收团队覃汉、石玲玲在另一份报告中表示，中美十年期国债利率“下行预期”加强，纳指和A股强势反弹，说明“无风险利率预期”下行的观点已经得到广泛认可，从而推动了权益市场持续修复。国君固收团队将眼下的股市行情类比 2020年6-7月期间的行情：投资者心中的无风险利率（理财、货基收益率）持续下降，货币基金收益率破 1.5%，买股票的机会成本大幅下降，部分抱团资金切换至低估值板块成为行情发动者，增量资金持续进场强化了低估值板块的“一波流”上涨行情，形成了“低估值板块上涨—上证综指上涨—经济复苏预期强化—债市下跌—净值型理财亏钱—投资者心中的无风险利率下行—低估值板块上涨”的逻辑闭环。国君固收团队重申了股债双牛的看法，认为债市方面，随着通胀预期见顶，多部门出台政策做好大宗商品“保供稳价”，通胀“最危险”的时候已经过去，而资金面长期平稳的预期较为明确，国内债市处于“小牛市”的判断越来越受认可。该团队表示，参考一轮“小牛市”10年国债利率平均下行50个基点的规律，预计10 年国债利率第一目标位3.0%不会是本轮行情的终点，下一阶段看向10年国债利率2.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377515248,"gmtCreate":1619535251384,"gmtModify":1619535251384,"author":{"id":"3557725775925557","authorId":"3557725775925557","name":"Mr韭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557725775925557","authorIdStr":"3557725775925557"},"themes":[],"htmlText":"无知","listText":"无知","text":"无知","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377515248","repostId":"2130321918","repostType":4,"isVote":1,"tweetType":1,"viewCount":2813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}