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280dd4bd
2021-10-08
解决问题的方法就是把问题不断的往后推 [捂脸]
抱歉,原内容已删除
280dd4bd
2021-08-04
5仔現在大概43塊,高盛喊目標價31塊還買入評級?[捂脸]
高盛:维持汇丰控股(00005)“买入”评级 目标价31港元
280dd4bd
2021-08-02
股價跳水?有濺起水花嗎?[真香]
蔚来盘前股价“跳水”,7月交付量在新势力中落后
280dd4bd
2021-07-14
紫光,蓝光 [疑问]
抱歉,原内容已删除
280dd4bd
2021-07-13
可惜推不到企鹅的股价呀 [叹气]
全球最大中国股票基金减持腾讯,核心资产不香了?
280dd4bd
2021-07-09
一时科技股,一时轮动去价值股,最重要的是有话题可以炒作 [捂脸]
美债收益率又大跌,美股科技股天空才是顶?
280dd4bd
2021-06-28
BRK.B 我第二大的美股持股,期待可以乘搭巴菲特的顺风车 [捂脸]
抱歉,原内容已删除
280dd4bd
2021-06-24
美国债务上限又不是第一次了,尊贵的议员们到国会开个会,就可以的把上限提高 [捂脸] 这一次不如干脆点直接提高上限至无限?[丢脸]
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280dd4bd
2021-06-23
美联储这是鱼与熊掌都要吧?要继续印钱支持拜登的基建开销,还要继续发钱给失业的人民,又要维持着美元的国际霸权信用,还要压抑通膨的压力 [捂脸] 美国真的觉得可以凡事顺心如意?[疑问]
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280dd4bd
2021-06-23
好吧,希望我近期在阿里巴巴的投资,十年后可以有数倍的回报吧 [得意]
抱歉,原内容已删除
280dd4bd
2021-06-22
喜歡這段 [你懂的] 在寒冬將至的時候,活下來比任何事都重要。
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280dd4bd
2021-06-21
除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸]
抱歉,原内容已删除
280dd4bd
2021-06-17
那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问]
抱歉,原内容已删除
280dd4bd
2021-06-16
买买买 [捂脸]
特斯拉股价持续低迷,有分析师号召抄底了
280dd4bd
2021-06-16
木头姐大手投资搞非法赌博的公司?非法赌博也是会改变人类未来吗?像特斯拉改变未来?[疑问]
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280dd4bd
2021-06-14
市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼]
抱歉,原内容已删除
280dd4bd
2021-06-11
为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜]
美银“打脸”美联储:哪有什么“暂时性”通胀?
280dd4bd
2021-06-10
比特币可以成为抵押资产了?[疑问]
抱歉,原内容已删除
280dd4bd
2021-06-07
没事,特斯拉有木头姐撑着 [笑哭]
抱歉,原内容已删除
280dd4bd
2021-06-07
华尔街慌了,股价涨了 [捂脸]
抱歉,原内容已删除
去老虎APP查看更多动态
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href=\"http://www.zhitongcaijing.com/content/detail/526984.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"00005":"汇丰控股"},"source_url":"http://www.zhitongcaijing.com/content/detail/526984.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156791821","content_text":"智通财经APP获悉,高盛发布研究报告称,维持汇丰控股(00005)“买入”评级,目标价31港元,预计2021-23年的每股股息保持平均5%,对2021-25年每股盈测调整少于1%,反映2021年的每股盈利预测提高8%,列账基准税前利润比市场共识高5-7%。报告中称,公司上半年列账基准税前利润与该行预期一致,但认为拨备前利润(PPOP)比预期低10%。PPOP未能实现的主要塬因是非利息收入疲软以及运营费用也比该行高2%。预计下半年的回购金额为10亿美元,每年直到2025年回购金额20亿美元。该行表示,在业绩发布和管理层电话会议后,该行对主要盈利驱动因素更改,第二季净息差保持按季持平及净利息收入增长1%。管理层期望资产负债表推动净利息收入增长,预测2021年净利息收入下降4%。然而,非利息收入低于预期,将2021/22年的预期下调6.9%.0.4%,将未来2年收入下调3.3%及0.4%,预计2023-25年收入平均增长0.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805520360,"gmtCreate":1627892736750,"gmtModify":1631891429450,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"股價跳水?有濺起水花嗎?[真香] ","listText":"股價跳水?有濺起水花嗎?[真香] ","text":"股價跳水?有濺起水花嗎?[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805520360","repostId":"1146989516","repostType":4,"repost":{"id":"1146989516","kind":"news","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":1627891699,"share":"https://www.laohu8.com/m/news/1146989516?lang=&edition=full","pubTime":"2021-08-02 16:08","market":"us","language":"zh","title":"蔚来盘前股价“跳水”,7月交付量在新势力中落后","url":"https://stock-news.laohu8.com/highlight/detail?id=1146989516","media":"老虎资讯综合","summary":"蔚来:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。\n造车新势力7月交付量对比\n\n蔚来7月交付7931辆汽车,同比增12","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。</p>\n<p><b>造车新势力7月交付量对比</b></p>\n<ul>\n <li>蔚来7月交付7931辆汽车,同比增124.5%。</li>\n <li>小鹏汽车7月交付8040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录。</li>\n <li>理想汽车7月交付8589辆理想ONE,单月交付量首次超过八千辆,同比增长251.3%,环比2021年6月增长11.4%。</li>\n</ul>\n<p>截至发稿,蔚来盘前股价出现“跳水”走势,快速由涨转跌。</p>\n<p><img src=\"https://static.tigerbbs.com/d7b63bcfc5a4d5e14f1d8cb8fede3020\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来盘前股价“跳水”,7月交付量在新势力中落后</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来盘前股价“跳水”,7月交付量在新势力中落后\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-02 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。</p>\n<p><b>造车新势力7月交付量对比</b></p>\n<ul>\n <li>蔚来7月交付7931辆汽车,同比增124.5%。</li>\n <li>小鹏汽车7月交付8040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录。</li>\n <li>理想汽车7月交付8589辆理想ONE,单月交付量首次超过八千辆,同比增长251.3%,环比2021年6月增长11.4%。</li>\n</ul>\n<p>截至发稿,蔚来盘前股价出现“跳水”走势,快速由涨转跌。</p>\n<p><img src=\"https://static.tigerbbs.com/d7b63bcfc5a4d5e14f1d8cb8fede3020\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146989516","content_text":"蔚来:7月交付7,931辆汽车,同比增124.5%。截至2021年7月31日,ES8、ES6和EC6的累计交付量达125,528辆。\n造车新势力7月交付量对比\n\n蔚来7月交付7931辆汽车,同比增124.5%。\n小鹏汽车7月交付8040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录。\n理想汽车7月交付8589辆理想ONE,单月交付量首次超过八千辆,同比增长251.3%,环比2021年6月增长11.4%。\n\n截至发稿,蔚来盘前股价出现“跳水”走势,快速由涨转跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145777952,"gmtCreate":1626250482276,"gmtModify":1631891429457,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"紫光,蓝光 [疑问] ","listText":"紫光,蓝光 [疑问] ","text":"紫光,蓝光 [疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145777952","repostId":"2151646375","repostType":4,"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142704857,"gmtCreate":1626174076079,"gmtModify":1631891429459,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"可惜推不到企鹅的股价呀 [叹气] ","listText":"可惜推不到企鹅的股价呀 [叹气] ","text":"可惜推不到企鹅的股价呀 [叹气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142704857","repostId":"1127908255","repostType":4,"repost":{"id":"1127908255","kind":"news","pubTimestamp":1626135356,"share":"https://www.laohu8.com/m/news/1127908255?lang=&edition=full","pubTime":"2021-07-13 08:15","market":"hk","language":"zh","title":"全球最大中国股票基金减持腾讯,核心资产不香了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127908255","media":"证券时报","summary":"今年上半年,部分核心资产股票波动较大,国内不少明星公募基金业绩表现比较平淡。与此同时,海外中国股票基金今年上半年业绩表现也不佳,其中全球最大中国股票基金——瑞银(卢森堡)中国精选股票基金今年来回撤幅度","content":"<div>\n<p>今年上半年,部分核心资产股票波动较大,国内不少明星公募基金业绩表现比较平淡。与此同时,海外中国股票基金今年上半年业绩表现也不佳,其中全球最大中国股票基金——瑞银(卢森堡)中国精选股票基金今年来回撤幅度超10%。\n值得一提的是,尽管基金净值出现回撤,但其持仓却未因此出现大幅调整,6月份,该基金除了减持腾讯控股外,其他持仓均未发生变化。\n瑞银资管表示,在当前纷繁复杂的世界中,变化可能是唯一不变的主题。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ\">Web Link</a>\n\n</div>\n","source":"zqsbw","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>全球最大中国股票基金减持腾讯,核心资产不香了?</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球最大中国股票基金减持腾讯,核心资产不香了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:15 北京时间 <a href=https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年,部分核心资产股票波动较大,国内不少明星公募基金业绩表现比较平淡。与此同时,海外中国股票基金今年上半年业绩表现也不佳,其中全球最大中国股票基金——瑞银(卢森堡)中国精选股票基金今年来回撤幅度超10%。\n值得一提的是,尽管基金净值出现回撤,但其持仓却未因此出现大幅调整,6月份,该基金除了减持腾讯控股外,其他持仓均未发生变化。\n瑞银资管表示,在当前纷繁复杂的世界中,变化可能是唯一不变的主题。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127908255","content_text":"今年上半年,部分核心资产股票波动较大,国内不少明星公募基金业绩表现比较平淡。与此同时,海外中国股票基金今年上半年业绩表现也不佳,其中全球最大中国股票基金——瑞银(卢森堡)中国精选股票基金今年来回撤幅度超10%。\n值得一提的是,尽管基金净值出现回撤,但其持仓却未因此出现大幅调整,6月份,该基金除了减持腾讯控股外,其他持仓均未发生变化。\n瑞银资管表示,在当前纷繁复杂的世界中,变化可能是唯一不变的主题。而时代,也赋予了价值投资新的意义。找到持续创造价值的好公司,做时间做朋友,投资之路将会越走越宽。\n全球最大的中国股票基金减持腾讯控股\n外资一向被市场誉为聪明钱,但近期随着腾讯控股、贵州茅台、中国平安等核心资产回调,不少海外基金与国内部分明星公募基金遭遇了同样的“挫折”,即净值出现不少回调。\n国际权威评级机构晨星官网数据显示,全球最大的中国股票基金“瑞银(卢森堡)中国精选股票基金(美元)”今年来回撤幅度超过10%,甚至跑输了同类组别。\n在过往的业绩表现中,该基金大概率能跑赢指数与同行业基金,尤其是在近几年核心资产股票估值不断抬升的基础上,2019年与2020年,该基金大幅跑赢了同行和相关指数。\n\n最新数据显示,该基金规模为130亿美元,前十大重仓股中,多数持股在6月份未发生变化,只有腾讯控股被其减持了4.11%。\n截至2021年6月30日,该基金持有腾讯控股13.67亿美元,是其第一大重仓股,但其持仓一年回报为-4.07%,对其净值影响较大。\n此外,贵州茅台、阿里巴巴、中国平安、网易也是其重仓股,持股市值分别为9.43亿美元、7.65亿美元、6.78亿美元和6.48亿美元。\n\n值得一提的是,其重仓股中,持有李宁一年回报达246.32%,是目前其持仓中表现最为优秀的股票,持有招商银行一年回报达到55.13%,持有港交所一年回报34.42%。\n腾讯、阿里巴巴等互联网巨头今年来股票不断下挫,与市场对反垄断监管风险的担忧有一定关系,再叠加市场对核心资产估值存在分歧,重仓核心资产股票的基金今年来总体表现不佳。\n天风证券认为,互联网平台需要在商业考虑外承担必要的国家要求和社会效益,而这种适应虽带来短期的挑战,但中长期更有利优质公司发展,因此投资者一方面不必过度悲观,同时密切关注监管推进及企业的应对效率。\n瑞银大中华股票基金小幅加仓腾讯、茅台\n与瑞银(卢森堡)中国精选股票基金操作有所不同,瑞银(卢森堡)大中华股票基金今年6月份小幅加仓了腾讯控股、贵州茅台、台湾半导体以及香港交易所,好未来被其大幅减持。\n晨星数据显示,瑞银(卢森堡)大中华股票基金最新规模为18亿美元,贵州茅台、腾讯控股、台湾半导体等前三大重仓股均获其加仓,其中6月份该基金增持贵州茅台幅度为1.52%,增持腾讯控股幅度为2.06%,增持台湾半导体幅度为4.01%。\n\n与此同时,该基金减持好未来股票幅度达25%,减持阿里巴巴2.24%。出于对强监管政策的担忧,好未来等教育股今年来跌幅较大,近期虽有反弹,但力度不大。\n瑞银集团旗下另一只中国股票基金——瑞银(卢森堡)全方位中国股票基金目前还未更新6月具体持仓,但从5月数据来看,该基金主要保持加仓状态。\n\n数据显示,截至目前该基金规模为42亿美元,腾讯控股、贵州茅台、阿里巴巴为其前三大重仓股,持股市值分别为4.72亿美元、4.05亿美元和3.7亿美元。\n5月份期间,该基金大幅加仓了石药集团,增持幅度达47.66%,香港交易所、平安银行以及好未来也获其加仓。\n安本旗下基金持仓总体变化不大\n欧洲资管巨头安本投资旗下的安本环球—中国股票基金最新持仓数据显示,阿里巴巴、腾讯控股、贵州茅台等持仓在6月份期间未发生变动,美团、药明生物、五粮液等被其减持,中国中免、京东等获其小幅增持。\n晨星官网数据显示,该基金最新规模为6.41亿美元,今年来该基金收益率为-3.01%,其中重仓的阿里巴巴今年来下跌不少,对其影响较大。\n\n安本投资旗下另一只中国股票基金,安本标准——中国A股股票基金6月份期间总体持仓变化不大。\n最新数据显示,该基金规模为48亿美元,今年来总体收益为-3.38%。贵州茅台为其第一大重仓股,持仓市值达4.27亿美元,6月份改基金持有茅台股份未变。除了贵州茅台,中国中免、五粮液、美的集团、爱尔眼科等也是其重仓持有的股票。\n其中,五粮液、爱尔眼科、泰格医药被其减持,从减持幅度来看,6月份该基金减持爱尔眼科18.24%的股份,减持幅度最大。\n\n投资下半场看什么?\n上半年行情已经结束,下半年行情也已陆续展开,从目前海外基金今年来收益情况来看,总体不佳,受困于核心资产今年来波动加大,不少海外中国股票基金的净值也发生了较大变化。\n下半场投资怎么看?瑞银资管认为,投资者要从三个方面去选择优质的公司。\n首先是要聚焦企业成长,寻找价值护城河。当企业的内在价值低于市场价格时,就具有了安全边际,投资机会就此出现了。然而,随着市场更加成熟和有效,这种显而易见的便宜公司已经越来越少了。这时,价值投资被重新定义:购买好的、有成长性的企业。\n其次是要动态护城河,创造长期价值。品牌是最能产生效用的护城河,它是影响人们购买决策的重要因素。然而随着互联网对传统产业的改变,从获取信息、引发消费需求,到形成购买决策和完成交易,当下和过去完全不同。所以,一个好的投资机会,不应该看它过去的收入、利润,也不能简单看它今天或明天的收入、利润,这些纸面数字很重要,但并不代表全部。\n真正值得关心的核心是,它解决了什么问题,有没有给社会和消费者提升效率、创造价值。只要是为社会疯狂创造价值的企业,它的收入、利润早晚会兑现,社会最终会给予它长远的奖励。\n最后,要避免踩坑,价值投资“左”和“右”。价值投资中,最容易犯的两大错误:机会主义和机械的价值投资。即市场中,我们有时会遇到一些特别容易赚钱的机会,可能内心躁动难平。同时,寻找低估股票,看似信奉了价值投资的理念,长期持有,但可能最后的效果并不理想。\n安本投资近期也发表观点称,中国出口正在上升,包括劳动节假期在内的经济数据亦令人鼓舞。国内企业盈利前景固然良好,盈利质素更是胜过其他市场。展望将来,中国消费的结构性动力仍然稳固,而国内千禧世代将会继续青睐高质素的产品和服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143384706,"gmtCreate":1625761209005,"gmtModify":1631884525018,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"一时科技股,一时轮动去价值股,最重要的是有话题可以炒作 [捂脸] ","listText":"一时科技股,一时轮动去价值股,最重要的是有话题可以炒作 [捂脸] ","text":"一时科技股,一时轮动去价值股,最重要的是有话题可以炒作 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143384706","repostId":"2149632317","repostType":4,"repost":{"id":"2149632317","kind":"news","pubTimestamp":1625715666,"share":"https://www.laohu8.com/m/news/2149632317?lang=&edition=full","pubTime":"2021-07-08 11:41","market":"hk","language":"zh","title":"美债收益率又大跌,美股科技股天空才是顶?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149632317","media":"智通财经","summary":"周三公布的6月FMOC会议纪要,作为立场“转鹰”的关键节点,任何超预期的鹰派表态都可能引发股债异动。\n然而,美联储6月会议记录显示,官员们认为经济复苏尚未实现“实质性进展”目标。周三10年期美债收益率","content":"<p>周三公布的6月FMOC会议纪要,作为立场“转鹰”的关键节点,任何超预期的鹰派表态都可能引发股债异动。</p>\n<p>然而,美联储6月会议记录显示,官员们认为经济复苏尚未实现“实质性进展”目标。周三10年期美债收益率触及逾四个月低位,美股盘初一度跌超5个基点至1.294%,为2月17日以来最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/da29078c8013140b59a5b8c53924c08c\" tg-width=\"998\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p>\n<p>正如此前东方汇理银行分析师Jean Paren此前表示,此次会议纪要不太可能带来太多惊喜,鉴于种种迹象显示目前经济复苏并没有过热,这也意味着政策正常化的步骤将会逐步推进。</p>\n<p>智通财经APP注意到,随着美债收益率持续回落以及华尔街对美国经济增长见顶的担忧,大型科技公司重获投资者的青睐。如<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)股价周三上涨1.8%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMAZN.US)股价上涨近0.6%,为连续第二个交易日创收盘历史新高。过去一个月,苹果和亚马逊均上涨了近15%,远远超过了标普500指数3.1%的回报率。</p>\n<p>渣打银行分析师SukiCooper表示,因为此次会议纪要与市场预期基本一致,而非呈现更多令人意外的鹰派信号,缩减购计划的门槛尚未达到,通胀上升在很大程度上反映的是临时性因素。</p>\n<p>AvaTradeLtd.的首席市场分析师NaeemAslam亦表示,随着对通胀和经济快速增长的担忧消退,货币政策预计将保持宽松。</p>\n<p>那么是否意味着美债收益率大跌,将再助力科技股上涨一臂之力呢?</p>\n<p><b>正常情况下,随着美国国债收益率下跌,增长型股票,尤其是科技板块里的增长股,可能有充足的上涨空间。</b></p>\n<p>ARK基金创始人Cathie Wood的4支专注增长板块的方舟ETF在过去一个月里合计吸引了逾10亿美元资金。凭借过去一个月里15%的总回报率,方舟创新ETF位列主题基金前十名。随着通胀预期回落,具有高增长潜力的公司的反弹势头可能会继续下去。</p>\n<p>众所周知,美国的科技产业,从大环境来说,依旧是获美国政府支持的,美国国会参议院舒默此前表示,参议院正在制定一项美国两党都支持的方案,建议投资1000亿美元,刺激美国关键科技领域的研究,提高研究能力以及转化为科技产品的能力。包括人工智能,量子计算到半导体产业,且这项方案是获得参议院,众议院,美国民主党以及共和党两党的支持,即通过增加对科技行业的投资,保持美国科技的高速发展以及在世界上的引先优势。</p>\n<p>回看上一周,持续下跌的美股科技股,到处传着会不会象2000年的科技股泡沫,再看目前科技股的强劲表现,投资者不安的情绪似乎总会被消化,还是要靠扎实的数据研究,市场从各种情绪的波动中总会回到理性轨道上。</p>","source":"stock_zhitongcaijing","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>美债收益率又大跌,美股科技股天空才是顶?</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美债收益率又大跌,美股科技股天空才是顶?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 11:41 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/509701.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三公布的6月FMOC会议纪要,作为立场“转鹰”的关键节点,任何超预期的鹰派表态都可能引发股债异动。\n然而,美联储6月会议记录显示,官员们认为经济复苏尚未实现“实质性进展”目标。周三10年期美债收益率触及逾四个月低位,美股盘初一度跌超5个基点至1.294%,为2月17日以来最低水平。\n\n正如此前东方汇理银行分析师Jean Paren此前表示,此次会议纪要不太可能带来太多惊喜,鉴于种种迹象显示目前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/509701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指"},"source_url":"http://www.zhitongcaijing.com/content/detail/509701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149632317","content_text":"周三公布的6月FMOC会议纪要,作为立场“转鹰”的关键节点,任何超预期的鹰派表态都可能引发股债异动。\n然而,美联储6月会议记录显示,官员们认为经济复苏尚未实现“实质性进展”目标。周三10年期美债收益率触及逾四个月低位,美股盘初一度跌超5个基点至1.294%,为2月17日以来最低水平。\n\n正如此前东方汇理银行分析师Jean Paren此前表示,此次会议纪要不太可能带来太多惊喜,鉴于种种迹象显示目前经济复苏并没有过热,这也意味着政策正常化的步骤将会逐步推进。\n智通财经APP注意到,随着美债收益率持续回落以及华尔街对美国经济增长见顶的担忧,大型科技公司重获投资者的青睐。如苹果(AAPL.US)股价周三上涨1.8%,亚马逊(AMAZN.US)股价上涨近0.6%,为连续第二个交易日创收盘历史新高。过去一个月,苹果和亚马逊均上涨了近15%,远远超过了标普500指数3.1%的回报率。\n渣打银行分析师SukiCooper表示,因为此次会议纪要与市场预期基本一致,而非呈现更多令人意外的鹰派信号,缩减购计划的门槛尚未达到,通胀上升在很大程度上反映的是临时性因素。\nAvaTradeLtd.的首席市场分析师NaeemAslam亦表示,随着对通胀和经济快速增长的担忧消退,货币政策预计将保持宽松。\n那么是否意味着美债收益率大跌,将再助力科技股上涨一臂之力呢?\n正常情况下,随着美国国债收益率下跌,增长型股票,尤其是科技板块里的增长股,可能有充足的上涨空间。\nARK基金创始人Cathie Wood的4支专注增长板块的方舟ETF在过去一个月里合计吸引了逾10亿美元资金。凭借过去一个月里15%的总回报率,方舟创新ETF位列主题基金前十名。随着通胀预期回落,具有高增长潜力的公司的反弹势头可能会继续下去。\n众所周知,美国的科技产业,从大环境来说,依旧是获美国政府支持的,美国国会参议院舒默此前表示,参议院正在制定一项美国两党都支持的方案,建议投资1000亿美元,刺激美国关键科技领域的研究,提高研究能力以及转化为科技产品的能力。包括人工智能,量子计算到半导体产业,且这项方案是获得参议院,众议院,美国民主党以及共和党两党的支持,即通过增加对科技行业的投资,保持美国科技的高速发展以及在世界上的引先优势。\n回看上一周,持续下跌的美股科技股,到处传着会不会象2000年的科技股泡沫,再看目前科技股的强劲表现,投资者不安的情绪似乎总会被消化,还是要靠扎实的数据研究,市场从各种情绪的波动中总会回到理性轨道上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150002910,"gmtCreate":1624872734030,"gmtModify":1631883815319,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"BRK.B 我第二大的美股持股,期待可以乘搭巴菲特的顺风车 [捂脸] ","listText":"BRK.B 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这一次不如干脆点直接提高上限至无限?[丢脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128546336","repostId":"1177791519","repostType":4,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121966612,"gmtCreate":1624450107336,"gmtModify":1631891429463,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"美联储这是鱼与熊掌都要吧?要继续印钱支持拜登的基建开销,还要继续发钱给失业的人民,又要维持着美元的国际霸权信用,还要压抑通膨的压力 [捂脸] 美国真的觉得可以凡事顺心如意?[疑问] ","listText":"美联储这是鱼与熊掌都要吧?要继续印钱支持拜登的基建开销,还要继续发钱给失业的人民,又要维持着美元的国际霸权信用,还要压抑通膨的压力 [捂脸] 美国真的觉得可以凡事顺心如意?[疑问] ","text":"美联储这是鱼与熊掌都要吧?要继续印钱支持拜登的基建开销,还要继续发钱给失业的人民,又要维持着美元的国际霸权信用,还要压抑通膨的压力 [捂脸] 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121981046","repostId":"1152199095","repostType":4,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129925357,"gmtCreate":1624353080179,"gmtModify":1631891429470,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"喜歡這段 [你懂的] 在寒冬將至的時候,活下來比任何事都重要。","listText":"喜歡這段 [你懂的] 在寒冬將至的時候,活下來比任何事都重要。","text":"喜歡這段 [你懂的] 在寒冬將至的時候,活下來比任何事都重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129925357","repostId":"1184471845","repostType":4,"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167691202,"gmtCreate":1624263554006,"gmtModify":1631884238376,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸] ","listText":"除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸] ","text":"除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/167691202","repostId":"1140366799","repostType":4,"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533084678796733","authorId":"3533084678796733","name":"給你壹个韭菜包","avatar":"https://static.tigerbbs.com/7f738c869c9e22180516f2e2b4baffd5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3533084678796733","idStr":"3533084678796733"},"content":"比特币的矿企中国占比很大!关闭矿场,矿主为了回笼资金抛售手上的比特币。","text":"比特币的矿企中国占比很大!关闭矿场,矿主为了回笼资金抛售手上的比特币。","html":"比特币的矿企中国占比很大!关闭矿场,矿主为了回笼资金抛售手上的比特币。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161659909,"gmtCreate":1623924119201,"gmtModify":1631885405928,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问] ","listText":"那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问] ","text":"那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/161659909","repostId":"2144410719","repostType":4,"isVote":1,"tweetType":1,"viewCount":3479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3544441872957647","idStr":"3544441872957647"},"content":"买美元,或持有美元。","text":"买美元,或持有美元。","html":"买美元,或持有美元。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163977635,"gmtCreate":1623858885727,"gmtModify":1631891429472,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"买买买 [捂脸] ","listText":"买买买 [捂脸] ","text":"买买买 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163977635","repostId":"1152701678","repostType":4,"repost":{"id":"1152701678","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1623849371,"share":"https://www.laohu8.com/m/news/1152701678?lang=&edition=full","pubTime":"2021-06-16 21:16","market":"us","language":"zh","title":"特斯拉股价持续低迷,有分析师号召抄底了","url":"https://stock-news.laohu8.com/highlight/detail?id=1152701678","media":"华尔街见闻","summary":"“现在是最好的抄底时机!抓住每一个机会!买!买!买!”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级,但似乎特斯拉的股价并没有因此提振。\n\n自4月以来,特斯拉股价就开始持续低迷,同期的标普500都呈现上","content":"<blockquote>\n “现在是最好的抄底时机!抓住每一个机会!买!买!买!”\n</blockquote>\n<p>尽管瑞穗的分析师再三强调<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的买入评级,但似乎特斯拉的股价并没有因此提振。</p>\n<p><img src=\"https://static.tigerbbs.com/1fe3d104801bb262eb924f04cdc5f706\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>自4月以来,特斯拉股价就开始持续低迷,同期的标普500都呈现上涨态势。</p>\n<p>瑞穗的分析师表示,特斯拉的买入评级是根据其在全球电动车市场的领先地位,以及拜登的基建计划对特斯拉将有显著提振得出的结论。</p>\n<p>洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉表现出看好的态度,并称特斯拉在可预见的将来中都将是电动车行业的领导者。</p>\n<p>Bapis称:“如果你去看一些基金产品的持仓,一旦它们的持仓列表中没有出现特斯拉这只股票,那么一定会有人质疑为什么不买它?”</p>\n<p>Bapis还表示,尽管特斯拉去年涨得太猛太快,尽管今年它的供应链存在着缺芯以及延误交货,但只要没人能突破特斯拉在电动车行业的技术壁垒,再看看特斯拉自己的基本面和增长潜力,只要有机会,就应该买入。</p>\n<p>Bapis说:“我认为现在就是买入的时机,然后把它放在那,押注公司强劲的基本面和行业领先的地位,你们会发现找不到比它更好的电动车龙头标的。”</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>特斯拉股价持续低迷,有分析师号召抄底了</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; 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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特斯拉股价持续低迷,有分析师号召抄底了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-16 21:16 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“现在是最好的抄底时机!抓住每一个机会!买!买!买!”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级,但似乎特斯拉的股价并没有因此提振。\n\n自4月以来,特斯拉股价就开始持续低迷,同期的标普500都呈现上涨态势。\n瑞穗的分析师表示,特斯拉的买入评级是根据其在全球电动车市场的领先地位,以及拜登的基建计划对特斯拉将有显著提振得出的结论。\n洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152701678","content_text":"“现在是最好的抄底时机!抓住每一个机会!买!买!买!”\n\n尽管瑞穗的分析师再三强调特斯拉的买入评级,但似乎特斯拉的股价并没有因此提振。\n\n自4月以来,特斯拉股价就开始持续低迷,同期的标普500都呈现上涨态势。\n瑞穗的分析师表示,特斯拉的买入评级是根据其在全球电动车市场的领先地位,以及拜登的基建计划对特斯拉将有显著提振得出的结论。\n洛克菲勒资本管理公司的董事总经理Michael Bapis也对特斯拉表现出看好的态度,并称特斯拉在可预见的将来中都将是电动车行业的领导者。\nBapis称:“如果你去看一些基金产品的持仓,一旦它们的持仓列表中没有出现特斯拉这只股票,那么一定会有人质疑为什么不买它?”\nBapis还表示,尽管特斯拉去年涨得太猛太快,尽管今年它的供应链存在着缺芯以及延误交货,但只要没人能突破特斯拉在电动车行业的技术壁垒,再看看特斯拉自己的基本面和增长潜力,只要有机会,就应该买入。\nBapis说:“我认为现在就是买入的时机,然后把它放在那,押注公司强劲的基本面和行业领先的地位,你们会发现找不到比它更好的电动车龙头标的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163987329,"gmtCreate":1623856897961,"gmtModify":1631891429473,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"木头姐大手投资搞非法赌博的公司?非法赌博也是会改变人类未来吗?像特斯拉改变未来?[疑问] ","listText":"木头姐大手投资搞非法赌博的公司?非法赌博也是会改变人类未来吗?像特斯拉改变未来?[疑问] ","text":"木头姐大手投资搞非法赌博的公司?非法赌博也是会改变人类未来吗?像特斯拉改变未来?[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163987329","repostId":"1124993044","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185408728,"gmtCreate":1623664258664,"gmtModify":1631893726541,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼] ","listText":"市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼] ","text":"市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185408728","repostId":"1123321973","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188933584,"gmtCreate":1623418978248,"gmtModify":1631893726551,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜] ","listText":"为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜] ","text":"为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188933584","repostId":"1185815929","repostType":4,"repost":{"id":"1185815929","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1623381455,"share":"https://www.laohu8.com/m/news/1185815929?lang=&edition=full","pubTime":"2021-06-11 11:17","market":"us","language":"zh","title":"美银“打脸”美联储:哪有什么“暂时性”通胀?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185815929","media":"华尔街见闻","summary":"美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐","content":"<blockquote>\n 美联储真的如市场相信的那样,可以轻易把高通胀的<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n</blockquote>\n<p>美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。</p>\n<p>然而,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>首席经济学家Michelle Meyer却直言:我们不买账!</p>\n<p>在她看来,<b>随着劳动力短缺和通胀迹象不断出现,美联储和市场的自信都在变得越来越令人难以信服,未来更持续的通胀正从此刻开始打下基础。</b></p>\n<p>美国银行表示,在美国4月、5月通胀连续创出新高之际,市场非但没有意识到一系列指标所暗示的通胀风险,反而还有一长串对通胀迹象视而不见的借口:</p>\n<blockquote>\n 1、劳动力短缺将在秋季消失,届时失业福利将减少,儿童保育更好找,对于在工作岗位上感染新冠病毒的担忧也将减退;\n</blockquote>\n<blockquote>\n 2、商品生产的瓶颈是由特殊的冲击造成的。随着生产回暖,需求从商品转向服务,瓶颈就将逐渐消失;\n</blockquote>\n<blockquote>\n 3、随着过去供应中断的影响消退,劳动力短缺出现缓解以及商品需求增长减速,贸易瓶颈也将得到缓解;\n</blockquote>\n<blockquote>\n 4、价格纯粹是暂时性上涨,而且是针对了特定行业。随着供应回升,涨势也将消退;\n</blockquote>\n<blockquote>\n 5、从定义出发,价格通胀的任一方面都是暂时性走高,因为产出缺口仍旧存在,而持续的价格压力则需要缺口消失;\n</blockquote>\n<blockquote>\n 6、薪资上涨主要出现在工资较低的工作当中。这是一件好事,因为这有助于缩小收入差距;\n</blockquote>\n<blockquote>\n 7、近年来,薪资水平和物价通胀之间的联系有所减弱。我们仍旧应该庆祝,而非哀叹工资上涨;\n</blockquote>\n<blockquote>\n 8、从定义出发,薪资增速的任一方面都是暂时性增长,因为失业率仍旧太高,无法产生持续的薪资压力;\n</blockquote>\n<blockquote>\n 9、密歇根大学通胀预期指数已经飙升,但这是对显而易见的食物和能源价格上涨的过度反应;当这两大价格走低时,通胀预期也会消退;\n</blockquote>\n<blockquote>\n 10、从历史上看,只有在实际通胀持续高企一段时间之后,通胀预期才会走高;最近的上涨一定是侥幸;\n</blockquote>\n<blockquote>\n 11、盈亏平衡通胀率只是温和上升,如果真的存在问题,债市会告诉我们一切;\n</blockquote>\n<blockquote>\n 12、忽略那些有关通胀预期的粗略调查,对专业经济学家的调查仍旧认为,长期来看,通胀将达到美联储的目标。\n</blockquote>\n<p>美国银行还指出,最重要的一点在于,<b>市场相信“不要担心通胀过高,因为美联储可以竭尽所能地加息,以此来冷却通胀”。</b></p>\n<p>对此,金融博客Zero Hedge直接讽刺道:美联储行得很,不仅可以用加息来冷却通胀,还可以让宝贝美股在15分钟之内就崩盘呢。</p>\n<p>不过值得注意的是,市场的上述观点,多多少少都还算有一些道理。那么,美国银行在担心什么?</p>\n<p>Meyer认为,若将近期所有的通胀问题均视为“暂时出现”,这并不合情理。最关键的地方是,<b>这些“暂时性”压力可能会持续好几个月,并可能成为通胀心理学当中的固有因素。</b></p>\n<p>她还称,考虑到美国货币和财政当局已经用言语和行动表明,他们希望未来几年经济过热、通胀走高,上述可能性就变得非常之大。</p>\n<p>对于“美联储可以轻易把高通胀的潘多拉魔盒关上”的说法,美国银行也并不认同:</p>\n<blockquote>\n 近几十年来,我们从未有过持续的高通胀。\n <b>但历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制。</b>\n</blockquote>\n<p>此外,美联储已经承诺,加息将比常态情况下来得更晚,且只有当他们相信更高的通胀已经根植于美国经济之中时才会加息。</p>\n<p>这也就意味着,美联储当前的政策策略使得加息变得愈发困难,但如果有意外发生,加息信号来得比美联储目前的暗示还要早,那么对于市场而言,一切就已经太晚了。</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>美银“打脸”美联储:哪有什么“暂时性”通胀?</title>\n<style 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}\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美银“打脸”美联储:哪有什么“暂时性”通胀?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-11 11:17 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。\n然而,美国银行首席经济学家Michelle Meyer却直言:我们不买账!\n在她看来,随着劳动力短缺和通胀迹象不断出现,...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"161125":"标普500","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","SH":"标普500反向ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185815929","content_text":"美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。\n然而,美国银行首席经济学家Michelle Meyer却直言:我们不买账!\n在她看来,随着劳动力短缺和通胀迹象不断出现,美联储和市场的自信都在变得越来越令人难以信服,未来更持续的通胀正从此刻开始打下基础。\n美国银行表示,在美国4月、5月通胀连续创出新高之际,市场非但没有意识到一系列指标所暗示的通胀风险,反而还有一长串对通胀迹象视而不见的借口:\n\n 1、劳动力短缺将在秋季消失,届时失业福利将减少,儿童保育更好找,对于在工作岗位上感染新冠病毒的担忧也将减退;\n\n\n 2、商品生产的瓶颈是由特殊的冲击造成的。随着生产回暖,需求从商品转向服务,瓶颈就将逐渐消失;\n\n\n 3、随着过去供应中断的影响消退,劳动力短缺出现缓解以及商品需求增长减速,贸易瓶颈也将得到缓解;\n\n\n 4、价格纯粹是暂时性上涨,而且是针对了特定行业。随着供应回升,涨势也将消退;\n\n\n 5、从定义出发,价格通胀的任一方面都是暂时性走高,因为产出缺口仍旧存在,而持续的价格压力则需要缺口消失;\n\n\n 6、薪资上涨主要出现在工资较低的工作当中。这是一件好事,因为这有助于缩小收入差距;\n\n\n 7、近年来,薪资水平和物价通胀之间的联系有所减弱。我们仍旧应该庆祝,而非哀叹工资上涨;\n\n\n 8、从定义出发,薪资增速的任一方面都是暂时性增长,因为失业率仍旧太高,无法产生持续的薪资压力;\n\n\n 9、密歇根大学通胀预期指数已经飙升,但这是对显而易见的食物和能源价格上涨的过度反应;当这两大价格走低时,通胀预期也会消退;\n\n\n 10、从历史上看,只有在实际通胀持续高企一段时间之后,通胀预期才会走高;最近的上涨一定是侥幸;\n\n\n 11、盈亏平衡通胀率只是温和上升,如果真的存在问题,债市会告诉我们一切;\n\n\n 12、忽略那些有关通胀预期的粗略调查,对专业经济学家的调查仍旧认为,长期来看,通胀将达到美联储的目标。\n\n美国银行还指出,最重要的一点在于,市场相信“不要担心通胀过高,因为美联储可以竭尽所能地加息,以此来冷却通胀”。\n对此,金融博客Zero Hedge直接讽刺道:美联储行得很,不仅可以用加息来冷却通胀,还可以让宝贝美股在15分钟之内就崩盘呢。\n不过值得注意的是,市场的上述观点,多多少少都还算有一些道理。那么,美国银行在担心什么?\nMeyer认为,若将近期所有的通胀问题均视为“暂时出现”,这并不合情理。最关键的地方是,这些“暂时性”压力可能会持续好几个月,并可能成为通胀心理学当中的固有因素。\n她还称,考虑到美国货币和财政当局已经用言语和行动表明,他们希望未来几年经济过热、通胀走高,上述可能性就变得非常之大。\n对于“美联储可以轻易把高通胀的潘多拉魔盒关上”的说法,美国银行也并不认同:\n\n 近几十年来,我们从未有过持续的高通胀。\n 但历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制。\n\n此外,美联储已经承诺,加息将比常态情况下来得更晚,且只有当他们相信更高的通胀已经根植于美国经济之中时才会加息。\n这也就意味着,美联储当前的政策策略使得加息变得愈发困难,但如果有意外发生,加息信号来得比美联储目前的暗示还要早,那么对于市场而言,一切就已经太晚了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183209372,"gmtCreate":1623331621796,"gmtModify":1631884521855,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"比特币可以成为抵押资产了?[疑问] ","listText":"比特币可以成为抵押资产了?[疑问] ","text":"比特币可以成为抵押资产了?[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183209372","repostId":"1196050193","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115755224,"gmtCreate":1623032295168,"gmtModify":1631893726563,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"没事,特斯拉有木头姐撑着 [笑哭] ","listText":"没事,特斯拉有木头姐撑着 [笑哭] ","text":"没事,特斯拉有木头姐撑着 [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115755224","repostId":"1157578103","repostType":4,"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115751439,"gmtCreate":1623032127921,"gmtModify":1631893726575,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557916073231221","idStr":"3557916073231221"},"themes":[],"htmlText":"华尔街慌了,股价涨了 [捂脸] ","listText":"华尔街慌了,股价涨了 [捂脸] ","text":"华尔街慌了,股价涨了 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115751439","repostId":"2141289099","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":167691202,"gmtCreate":1624263554006,"gmtModify":1631884238376,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸] ","listText":"除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸] ","text":"除非中国是最大的买家,不然中国如何打压应该不会影响比特币的 “价值” 才对呀 [疑问] 还有这比特币不是马斯克和木头姐常常挂在口上吗?[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/167691202","repostId":"1140366799","repostType":4,"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533084678796733","authorId":"3533084678796733","name":"給你壹个韭菜包","avatar":"https://static.tigerbbs.com/7f738c869c9e22180516f2e2b4baffd5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3533084678796733","authorIdStr":"3533084678796733"},"content":"比特币的矿企中国占比很大!关闭矿场,矿主为了回笼资金抛售手上的比特币。","text":"比特币的矿企中国占比很大!关闭矿场,矿主为了回笼资金抛售手上的比特币。","html":"比特币的矿企中国占比很大!关闭矿场,矿主为了回笼资金抛售手上的比特币。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161659909,"gmtCreate":1623924119201,"gmtModify":1631885405928,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问] ","listText":"那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问] ","text":"那么,在美联储加息、收缩QE、通膨的情况下,应该买什么行业的公司股票呢?低负债?和民生相关?中移动?阿里巴巴?平安集团?[疑问] [疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/161659909","repostId":"2144410719","repostType":4,"isVote":1,"tweetType":1,"viewCount":3479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","crmLevel":7,"crmLevelSwitch":1,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"content":"买美元,或持有美元。","text":"买美元,或持有美元。","html":"买美元,或持有美元。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115755224,"gmtCreate":1623032295168,"gmtModify":1631893726563,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"没事,特斯拉有木头姐撑着 [笑哭] ","listText":"没事,特斯拉有木头姐撑着 [笑哭] ","text":"没事,特斯拉有木头姐撑着 [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115755224","repostId":"1157578103","repostType":4,"repost":{"id":"1157578103","kind":"news","pubTimestamp":1623032041,"share":"https://www.laohu8.com/m/news/1157578103?lang=&edition=full","pubTime":"2021-06-07 10:14","market":"hk","language":"zh","title":"全球电动车新排名出炉,第一名不是特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1157578103","media":"至简量化","summary":"5月31日,EV Sales发布了4月份全球电动汽车市场销售数据,本社畜上周疲于加班,没有第一时间跟踪点评,趁周末有时间赶紧补上。\n4 月份全球乘用插电式电动汽车(PEV)注册量同比增长249%,超过","content":"<p>5月31日,EV Sales发布了4月份全球电动汽车市场销售数据,本社畜上周疲于加班,没有第一时间跟踪点评,趁周末有时间赶紧补上。</p>\n<p>4 月份全球乘用插电式电动汽车(PEV)注册量同比增长249%,超过 392,000 辆,是有史以来第四高的月度销量。其中纯电动汽车(BEV)增长 235%,达到约 251,000 台。全球电动汽车注册量已连续十个月创月度新高,预计今年全球电动汽车销量有望达到 500 万台。</p>\n<p><img src=\"https://static.tigerbbs.com/114eaefdb428e395ca3e44efd15d8441\" tg-width=\"554\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:insideev,全球电动汽车销量数据</p>\n<p>截至今年4月末,电动汽车的全球市场份额达到 5.7%(其中 BEV3.7%),这已经大大高于去年的4%,预计这一份额将在今年继续增长,并在今年年末或明年年初达到10%。</p>\n<p><b>车型排名</b></p>\n<p>4月销量前五名中有两个新面孔,大众ID.4第一次月销量过万,以10318辆的成绩排在第四,而它的老大哥ID.3也首次攀升到第五名。另外值得一提的是,ID.4和ID.3分别占据4月份欧洲市场的冠亚军位置。</p>\n<p>五菱宏观Mini销量较三月有所下降,但在由于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌幅更大,使这款微型车继1月登顶后再次返回榜首。特斯拉销量环比降幅远超行业平均水平,达到约70%,颓势尽显。另外4月份特斯拉Model Y销量有史以来第一次超过Model 3,以后可能成为常态。</p>\n<p><img src=\"https://static.tigerbbs.com/7e1a7ea03b4c166c453eb58ec4d8e4f6\" tg-width=\"553\" tg-height=\"133\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:EV Sales,4月和3月全球电动汽车销量前五对比</p>\n<p>其他值得关注的是理想ONE位列第7名,成为4月份最畅销PHEV车型。紧随其后的是沃尔沃的两款PHEV车型XC60 PHEV(5005台)和沃尔沃XC40 PHEV(4589台),主要受益于欧洲对PHEV车型的偏爱。</p>\n<p>在年初至今的榜单上,前 5 名的差距梯次分明,但榜上其他车型基本维持均势,第6名的日产聆风与第20名的雪佛兰Bolt 之间的销量差距不到 4,000 辆。</p>\n<p>尽管差距较小,4月和3月的年度累计榜上并没有太大的位置变化,最重要的是理想ONE跃升至第 12 位,大众汽车的ID.4和ID.3也凭借4月的强势表现跃升至年度榜的第13、14位。</p>\n<p>在前20名之外,值得一提的是丰田普锐斯PHEV的排名上升到第 22 位,主要归功于其4月的销量 4,715 辆,这是 3 年多以来的最佳成绩。同时丰田RAV4 PHEV 也取得了迄今为止最好的销售成绩,达到 3,996 辆。所以丰田在后面将要提到的品牌榜单排名上拥有一席之地。</p>\n<p>20名之外有两款车型连续创下销量纪录,其中<a href=\"https://laohu8.com/S/002594\">比亚迪</a>秦Plus PHEV四月销量达到3,603辆,连续三个月刷新纪录,而哪吒汽车的Neta V四月销量达到3,846辆,连续两个月刷新纪录。预计比亚迪DM-i混动的热度还能持续一阵,初创公司哪吒5月在中国的销量增长势头依旧强劲,未来值得期待。</p>\n<p><img src=\"https://static.tigerbbs.com/2a0cc195126c20e569df74b8c63679a9\" tg-width=\"554\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:EV Sales,1-4月和1-3月全球电动汽车车型销量前20对比</p>\n<p><b>品牌排名</b></p>\n<p>4月份共有5个品牌销量超过2万台,10个品牌销量超过1万台。</p>\n<p>按品牌统计特斯拉获得了连续第三个月度销量冠军,但前三个品牌销量接近,排名第一的特斯拉与排名第三的大众汽车只差 1,874 辆。</p>\n<p>大众这个德国品牌凭借 ID.3 和 ID.4 的良好表现在四月份已经超越宝马,排名第三。</p>\n<p>宝马可能连第4名的位置也难以保住。比亚迪靠DM-i超级混动车型的强势增长,正在恢复势头,可能在5月已经超过了宝马。排在第6的梅赛德斯也对宝马构成威胁,去年四月宝马的市场份额是7%,同期梅塞德斯只有3%,到今年4月,宝马的市场份额下降到6%,而梅赛德斯已上升到5%。</p>\n<p>由于黑猫销量下降,长城跌出前十,<a href=\"https://laohu8.com/S/0NQ9.UK\">标致</a>取代了长城的位置。另一中国车企广汽凭借埃安Y的发布,取得了近16个月最好销量。</p>\n<p>此外,小鹏和理想分别以18,436辆和18,118辆的年度累计销量位居第21和22名,以它们的增长态势今年进入品牌销量前20榜单毫无悬念。</p>\n<p><img src=\"https://static.tigerbbs.com/f2dc896f93606333efea68b8bed38261\" tg-width=\"518\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p>\n<p>来源:EV Sales,1-4月和1-3月全球电动汽车品牌销量前20对比</p>\n<p>按汽车集团统计,特斯拉仍然是领头羊(14%,下降2%),但优势很小,<a href=\"https://laohu8.com/S/600104\">上汽集团</a>(13%)和<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>(13%,上升1%)紧随其后。</p>\n<p><b>总结与展望</b></p>\n<p>四月份电动汽车市场最大的赢家无疑是大众,大众的ID家族横扫欧洲市场,并在取得了全球市场份额的迅猛增长,使大众成为传统车企电动化转型的典范,另有ID.6即将上市,增长有望延续。</p>\n<p>特斯拉则是最失落的一个,继失去欧洲市场的份额后,今年在其第二大市场中国也陷入困境。即使在其大本营美国,也因频频曝出质量问题而导致市场份额被沃尔沃、福特等传统车企蚕食。以至于从三月到四月短短一个月的时间,特斯拉的全球市场份额就下降了2%,预计领头羊位置将很快被上升期的大众所取代。</p>\n<p>中国品牌的销量出现分化,一度强劲的微型车销量增长似乎难以为继。大中型车则保持强势,比亚迪、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想、哪吒都取得了不错的增长,预计未来中国品牌在全球电动汽车市场的份额将持续提升。</p>","source":"lsy1623031994059","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球电动车新排名出炉,第一名不是特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 10:14 北京时间 <a href=https://mp.weixin.qq.com/s/qgyPBo_pyzzq_LGVWNQnhg><strong>至简量化</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月31日,EV Sales发布了4月份全球电动汽车市场销售数据,本社畜上周疲于加班,没有第一时间跟踪点评,趁周末有时间赶紧补上。\n4 月份全球乘用插电式电动汽车(PEV)注册量同比增长249%,超过 392,000 辆,是有史以来第四高的月度销量。其中纯电动汽车(BEV)增长 235%,达到约 251,000 台。全球电动汽车注册量已连续十个月创月度新高,预计今年全球电动汽车销量有望达到 500...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/qgyPBo_pyzzq_LGVWNQnhg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/qgyPBo_pyzzq_LGVWNQnhg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157578103","content_text":"5月31日,EV Sales发布了4月份全球电动汽车市场销售数据,本社畜上周疲于加班,没有第一时间跟踪点评,趁周末有时间赶紧补上。\n4 月份全球乘用插电式电动汽车(PEV)注册量同比增长249%,超过 392,000 辆,是有史以来第四高的月度销量。其中纯电动汽车(BEV)增长 235%,达到约 251,000 台。全球电动汽车注册量已连续十个月创月度新高,预计今年全球电动汽车销量有望达到 500 万台。\n\n来源:insideev,全球电动汽车销量数据\n截至今年4月末,电动汽车的全球市场份额达到 5.7%(其中 BEV3.7%),这已经大大高于去年的4%,预计这一份额将在今年继续增长,并在今年年末或明年年初达到10%。\n车型排名\n4月销量前五名中有两个新面孔,大众ID.4第一次月销量过万,以10318辆的成绩排在第四,而它的老大哥ID.3也首次攀升到第五名。另外值得一提的是,ID.4和ID.3分别占据4月份欧洲市场的冠亚军位置。\n五菱宏观Mini销量较三月有所下降,但在由于特斯拉跌幅更大,使这款微型车继1月登顶后再次返回榜首。特斯拉销量环比降幅远超行业平均水平,达到约70%,颓势尽显。另外4月份特斯拉Model Y销量有史以来第一次超过Model 3,以后可能成为常态。\n\n来源:EV Sales,4月和3月全球电动汽车销量前五对比\n其他值得关注的是理想ONE位列第7名,成为4月份最畅销PHEV车型。紧随其后的是沃尔沃的两款PHEV车型XC60 PHEV(5005台)和沃尔沃XC40 PHEV(4589台),主要受益于欧洲对PHEV车型的偏爱。\n在年初至今的榜单上,前 5 名的差距梯次分明,但榜上其他车型基本维持均势,第6名的日产聆风与第20名的雪佛兰Bolt 之间的销量差距不到 4,000 辆。\n尽管差距较小,4月和3月的年度累计榜上并没有太大的位置变化,最重要的是理想ONE跃升至第 12 位,大众汽车的ID.4和ID.3也凭借4月的强势表现跃升至年度榜的第13、14位。\n在前20名之外,值得一提的是丰田普锐斯PHEV的排名上升到第 22 位,主要归功于其4月的销量 4,715 辆,这是 3 年多以来的最佳成绩。同时丰田RAV4 PHEV 也取得了迄今为止最好的销售成绩,达到 3,996 辆。所以丰田在后面将要提到的品牌榜单排名上拥有一席之地。\n20名之外有两款车型连续创下销量纪录,其中比亚迪秦Plus PHEV四月销量达到3,603辆,连续三个月刷新纪录,而哪吒汽车的Neta V四月销量达到3,846辆,连续两个月刷新纪录。预计比亚迪DM-i混动的热度还能持续一阵,初创公司哪吒5月在中国的销量增长势头依旧强劲,未来值得期待。\n\n来源:EV Sales,1-4月和1-3月全球电动汽车车型销量前20对比\n品牌排名\n4月份共有5个品牌销量超过2万台,10个品牌销量超过1万台。\n按品牌统计特斯拉获得了连续第三个月度销量冠军,但前三个品牌销量接近,排名第一的特斯拉与排名第三的大众汽车只差 1,874 辆。\n大众这个德国品牌凭借 ID.3 和 ID.4 的良好表现在四月份已经超越宝马,排名第三。\n宝马可能连第4名的位置也难以保住。比亚迪靠DM-i超级混动车型的强势增长,正在恢复势头,可能在5月已经超过了宝马。排在第6的梅赛德斯也对宝马构成威胁,去年四月宝马的市场份额是7%,同期梅塞德斯只有3%,到今年4月,宝马的市场份额下降到6%,而梅赛德斯已上升到5%。\n由于黑猫销量下降,长城跌出前十,标致取代了长城的位置。另一中国车企广汽凭借埃安Y的发布,取得了近16个月最好销量。\n此外,小鹏和理想分别以18,436辆和18,118辆的年度累计销量位居第21和22名,以它们的增长态势今年进入品牌销量前20榜单毫无悬念。\n\n来源:EV Sales,1-4月和1-3月全球电动汽车品牌销量前20对比\n按汽车集团统计,特斯拉仍然是领头羊(14%,下降2%),但优势很小,上汽集团(13%)和大众集团(13%,上升1%)紧随其后。\n总结与展望\n四月份电动汽车市场最大的赢家无疑是大众,大众的ID家族横扫欧洲市场,并在取得了全球市场份额的迅猛增长,使大众成为传统车企电动化转型的典范,另有ID.6即将上市,增长有望延续。\n特斯拉则是最失落的一个,继失去欧洲市场的份额后,今年在其第二大市场中国也陷入困境。即使在其大本营美国,也因频频曝出质量问题而导致市场份额被沃尔沃、福特等传统车企蚕食。以至于从三月到四月短短一个月的时间,特斯拉的全球市场份额就下降了2%,预计领头羊位置将很快被上升期的大众所取代。\n中国品牌的销量出现分化,一度强劲的微型车销量增长似乎难以为继。大中型车则保持强势,比亚迪、蔚来、小鹏、理想、哪吒都取得了不错的增长,预计未来中国品牌在全球电动汽车市场的份额将持续提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199080552,"gmtCreate":1620656689876,"gmtModify":1634197352037,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"$80 等着苹果呢 [捂脸] ","listText":"$80 等着苹果呢 [捂脸] ","text":"$80 等着苹果呢 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199080552","repostId":"1136462987","repostType":4,"repost":{"id":"1136462987","kind":"news","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":1620656075,"share":"https://www.laohu8.com/m/news/1136462987?lang=&edition=full","pubTime":"2021-05-10 22:14","market":"us","language":"zh","title":"美股大型科技股齐跌,Facebook跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136462987","media":"老虎资讯综合","summary":"周一盘中,美股大型科技股齐跌。截至发稿,Facebook跌超3%,谷歌A跌2.2%,亚马逊跌近2%,苹果跌1.6%,奈飞跌1.8%。","content":"<p>周一盘中,美股大型科技股齐跌。截至发稿,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌超3%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌2.2%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.6%,奈飞跌1.8%。</p><p><img src=\"https://static.tigerbbs.com/77fa3fa1e8da999f04ac6f1c128ed494\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股大型科技股齐跌,Facebook跌超3%</title>\n<style 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}\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美股大型科技股齐跌,Facebook跌超3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-10 22:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中,美股大型科技股齐跌。截至发稿,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌超3%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌2.2%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.6%,奈飞跌1.8%。</p><p><img src=\"https://static.tigerbbs.com/77fa3fa1e8da999f04ac6f1c128ed494\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9affa90aeb60480d0aba843f0241d9e8","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","AAPL":"苹果","NFLX":"奈飞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136462987","content_text":"周一盘中,美股大型科技股齐跌。截至发稿,Facebook跌超3%,谷歌A跌2.2%,亚马逊跌近2%,苹果跌1.6%,奈飞跌1.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199017180,"gmtCreate":1620656623640,"gmtModify":1634197352841,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"资金准备好了,$210 等着9988 [得意] ","listText":"资金准备好了,$210 等着9988 [得意] ","text":"资金准备好了,$210 等着9988 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/199017180","repostId":"1137601718","repostType":4,"repost":{"id":"1137601718","kind":"news","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":1620643969,"share":"https://www.laohu8.com/m/news/1137601718?lang=&edition=full","pubTime":"2021-05-10 18:52","market":"us","language":"zh","title":"前瞻:反垄断靴子落地,阿里Q4营收有望劲增58%!","url":"https://stock-news.laohu8.com/highlight/detail?id=1137601718","media":"老虎资讯综合","summary":"阿里巴巴将于5月13日(周四)美股盘前公布2021财年第四季度及全年财报。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)在反垄断阴影下,阿里巴巴经历了一个跌宕起伏","content":"<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将于5月13日(周四)美股盘前公布2021财年第四季度及全年财报。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)在反垄断阴影下,阿里巴巴经历了一个跌宕起伏的第四财季,最终在4月份被处罚人民币182.28亿元涉险过关。今年以来,阿里美股股价跌超3%。在普遍乐观的预期下,阿里第四财季营收有望实现劲增。</p><p><img src=\"https://static.tigerbbs.com/37feb2eccea658aad253374a88e729f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>阿里第三财季回顾</b></p><p>阿里巴巴第三财季业绩好于市场预期。财报显示,公司第三季度实现营业收入2210.84亿元,同比增长37%;经营利润同比增长24%,至490.02亿元。在用户数方面,中国零售市场年度活跃消费者增加2200万,达到7.79亿。2020年12月,中国零售市场移动月活跃用户相较于当年9月增加2100万,达到9.02亿。</p><p><img src=\"https://static.tigerbbs.com/26165e26958caa2b359875fe0e73bce4\" tg-width=\"1199\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>具体来看:核心商业收入同比增长38%至1,955.41亿元,中国零售商业收入同比增长39%至1536.79亿元;云计算收入同比增长50%至161.15亿元,并首次实现经调整EBITA转正;菜鸟网络收入同比增长51%,实现正经营现金流。</p><p><b>第四财季财报看点</b></p><p>首先核心业务变现依旧稳健。阿里巴巴很可能在去年较低的基数基础上实现强劲的增长。市场普遍预计,由于去年中国的大规模流感封锁严重干扰了企业运营,阿里第四财季营收将大幅增长58%,Non-GAAP EBITDA可能在去年低基数基础上增长42%。</p><p><img src=\"https://static.tigerbbs.com/6915b6606f8dda68e2e33b006b27b219\" tg-width=\"830\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p><p>从板块来看,安信证券预计阿里第四财季核心商业/云计算/数媒娱乐收入将同比分别增长62%/50%/21%,占收比分别为85%/10%/4%。鉴于进入电商淡季,公司的中国零售平台收入(CMR+佣金),可能环比下降39%,同比增长36%(相比1Q19增长38%),增速快于统计局披露的行业增速(1-3月中国实物商品网上零售额同比增长约26%)。</p><p>其次,预计阿里将加大投资力度,核心业务利润率或承压。阿里巴巴可能会大幅增加对新业务和战略领域的投资。这既是为了抓住疫情后的居家文化带来的新机遇,也是为了应对<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团和<a href=\"https://laohu8.com/S/JD\">京东</a>等竞争对手的挑战,这些公司正在农业和食品分销领域抢占市场份额,预计阿里将加大在社区团购领域的投入力度以抢占市场领先地位。</p><p>安信预计阿里Q4调整后EBITA利润率同比下滑约3.7个百分点至13.6%,核心商业调整后EBITA同比增长15%至325亿元,对应调整后EBITA利润率同比下滑约8.6个百分点,核心平台业务调整后EBITA利润率或同比下滑8.7个百分点,主因对下沉市场及社区团购的投入。同时鉴于季度内本地生活领域的投入加大,我们预计核心商业其他板块季度内亏损将有所扩大。</p><p>目前来看,阿里在电商领域的龙头地位还比较稳固。近日联合国贸易与发展会议发布的最新报告显示,受疫情因素影响,电子商务的在线零售从2019年占零售总额的16%增加到19%。其中,中国电商销售占比达24.9%,阿里巴巴GMV位居全球第一。阿里巴巴2020年销售额高达11450亿美元,是排名第二<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>5750亿美元的近2倍。</p><p>TH Data Capital报告预计,阿里第四财季总GMV可能达到17810亿元人民币,同比增长33.8%。其中天猫GMV可能同比增长30.5%至8050亿元人民币,淘宝的GMV可能同比增长36.6%至9760亿元人民币。</p><p><img src=\"https://static.tigerbbs.com/8142321dcaeb268151a32ed488824ef9\" tg-width=\"831\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Gary Yu指出,在中国不太富裕的地区,加大对淘宝交易和杂货店的投资,以获取用户,应该会支持核心电子商务业务的长期增长。考虑到对电子商务的依赖程度不断提高,以及更好的转化率,商家的营销预算将继续转向在线。阿里巴巴的广告资源仍处于货币化状态。另外,中国的数字化趋势也将支撑阿里云的增长潜力。逐步扩大利润率将是长期的利润驱动力。阿里近期催化剂有限,但它的估值仍然具有吸引力。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,阿里巴巴2021财年第四季度营收为1803.97亿元,同比增长57.8%;调整后净利润为296.03亿元,同比增长17.9%;调整后EPS为11.67元,同比增长26.9%。</p><p>分析师普遍对阿里表示乐观,彭博调查的61位分析师中,59位给出阿里买入评级,2位给出持有评级。</p><p><img src=\"https://static.tigerbbs.com/d73648901e65ebcfc784619461a695cb\" tg-width=\"933\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>前瞻:反垄断靴子落地,阿里Q4营收有望劲增58%!</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前瞻:反垄断靴子落地,阿里Q4营收有望劲增58%!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-10 18:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将于5月13日(周四)美股盘前公布2021财年第四季度及全年财报。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)在反垄断阴影下,阿里巴巴经历了一个跌宕起伏的第四财季,最终在4月份被处罚人民币182.28亿元涉险过关。今年以来,阿里美股股价跌超3%。在普遍乐观的预期下,阿里第四财季营收有望实现劲增。</p><p><img src=\"https://static.tigerbbs.com/37feb2eccea658aad253374a88e729f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>阿里第三财季回顾</b></p><p>阿里巴巴第三财季业绩好于市场预期。财报显示,公司第三季度实现营业收入2210.84亿元,同比增长37%;经营利润同比增长24%,至490.02亿元。在用户数方面,中国零售市场年度活跃消费者增加2200万,达到7.79亿。2020年12月,中国零售市场移动月活跃用户相较于当年9月增加2100万,达到9.02亿。</p><p><img src=\"https://static.tigerbbs.com/26165e26958caa2b359875fe0e73bce4\" tg-width=\"1199\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p><p>具体来看:核心商业收入同比增长38%至1,955.41亿元,中国零售商业收入同比增长39%至1536.79亿元;云计算收入同比增长50%至161.15亿元,并首次实现经调整EBITA转正;菜鸟网络收入同比增长51%,实现正经营现金流。</p><p><b>第四财季财报看点</b></p><p>首先核心业务变现依旧稳健。阿里巴巴很可能在去年较低的基数基础上实现强劲的增长。市场普遍预计,由于去年中国的大规模流感封锁严重干扰了企业运营,阿里第四财季营收将大幅增长58%,Non-GAAP EBITDA可能在去年低基数基础上增长42%。</p><p><img src=\"https://static.tigerbbs.com/6915b6606f8dda68e2e33b006b27b219\" tg-width=\"830\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p><p>从板块来看,安信证券预计阿里第四财季核心商业/云计算/数媒娱乐收入将同比分别增长62%/50%/21%,占收比分别为85%/10%/4%。鉴于进入电商淡季,公司的中国零售平台收入(CMR+佣金),可能环比下降39%,同比增长36%(相比1Q19增长38%),增速快于统计局披露的行业增速(1-3月中国实物商品网上零售额同比增长约26%)。</p><p>其次,预计阿里将加大投资力度,核心业务利润率或承压。阿里巴巴可能会大幅增加对新业务和战略领域的投资。这既是为了抓住疫情后的居家文化带来的新机遇,也是为了应对<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团和<a href=\"https://laohu8.com/S/JD\">京东</a>等竞争对手的挑战,这些公司正在农业和食品分销领域抢占市场份额,预计阿里将加大在社区团购领域的投入力度以抢占市场领先地位。</p><p>安信预计阿里Q4调整后EBITA利润率同比下滑约3.7个百分点至13.6%,核心商业调整后EBITA同比增长15%至325亿元,对应调整后EBITA利润率同比下滑约8.6个百分点,核心平台业务调整后EBITA利润率或同比下滑8.7个百分点,主因对下沉市场及社区团购的投入。同时鉴于季度内本地生活领域的投入加大,我们预计核心商业其他板块季度内亏损将有所扩大。</p><p>目前来看,阿里在电商领域的龙头地位还比较稳固。近日联合国贸易与发展会议发布的最新报告显示,受疫情因素影响,电子商务的在线零售从2019年占零售总额的16%增加到19%。其中,中国电商销售占比达24.9%,阿里巴巴GMV位居全球第一。阿里巴巴2020年销售额高达11450亿美元,是排名第二<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>5750亿美元的近2倍。</p><p>TH Data Capital报告预计,阿里第四财季总GMV可能达到17810亿元人民币,同比增长33.8%。其中天猫GMV可能同比增长30.5%至8050亿元人民币,淘宝的GMV可能同比增长36.6%至9760亿元人民币。</p><p><img src=\"https://static.tigerbbs.com/8142321dcaeb268151a32ed488824ef9\" tg-width=\"831\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Gary Yu指出,在中国不太富裕的地区,加大对淘宝交易和杂货店的投资,以获取用户,应该会支持核心电子商务业务的长期增长。考虑到对电子商务的依赖程度不断提高,以及更好的转化率,商家的营销预算将继续转向在线。阿里巴巴的广告资源仍处于货币化状态。另外,中国的数字化趋势也将支撑阿里云的增长潜力。逐步扩大利润率将是长期的利润驱动力。阿里近期催化剂有限,但它的估值仍然具有吸引力。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,阿里巴巴2021财年第四季度营收为1803.97亿元,同比增长57.8%;调整后净利润为296.03亿元,同比增长17.9%;调整后EPS为11.67元,同比增长26.9%。</p><p>分析师普遍对阿里表示乐观,彭博调查的61位分析师中,59位给出阿里买入评级,2位给出持有评级。</p><p><img src=\"https://static.tigerbbs.com/d73648901e65ebcfc784619461a695cb\" tg-width=\"933\" tg-height=\"186\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6213832585c9517a9d8b06124ada00b8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137601718","content_text":"阿里巴巴将于5月13日(周四)美股盘前公布2021财年第四季度及全年财报。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)在反垄断阴影下,阿里巴巴经历了一个跌宕起伏的第四财季,最终在4月份被处罚人民币182.28亿元涉险过关。今年以来,阿里美股股价跌超3%。在普遍乐观的预期下,阿里第四财季营收有望实现劲增。阿里第三财季回顾阿里巴巴第三财季业绩好于市场预期。财报显示,公司第三季度实现营业收入2210.84亿元,同比增长37%;经营利润同比增长24%,至490.02亿元。在用户数方面,中国零售市场年度活跃消费者增加2200万,达到7.79亿。2020年12月,中国零售市场移动月活跃用户相较于当年9月增加2100万,达到9.02亿。具体来看:核心商业收入同比增长38%至1,955.41亿元,中国零售商业收入同比增长39%至1536.79亿元;云计算收入同比增长50%至161.15亿元,并首次实现经调整EBITA转正;菜鸟网络收入同比增长51%,实现正经营现金流。第四财季财报看点首先核心业务变现依旧稳健。阿里巴巴很可能在去年较低的基数基础上实现强劲的增长。市场普遍预计,由于去年中国的大规模流感封锁严重干扰了企业运营,阿里第四财季营收将大幅增长58%,Non-GAAP EBITDA可能在去年低基数基础上增长42%。从板块来看,安信证券预计阿里第四财季核心商业/云计算/数媒娱乐收入将同比分别增长62%/50%/21%,占收比分别为85%/10%/4%。鉴于进入电商淡季,公司的中国零售平台收入(CMR+佣金),可能环比下降39%,同比增长36%(相比1Q19增长38%),增速快于统计局披露的行业增速(1-3月中国实物商品网上零售额同比增长约26%)。其次,预计阿里将加大投资力度,核心业务利润率或承压。阿里巴巴可能会大幅增加对新业务和战略领域的投资。这既是为了抓住疫情后的居家文化带来的新机遇,也是为了应对拼多多、美团和京东等竞争对手的挑战,这些公司正在农业和食品分销领域抢占市场份额,预计阿里将加大在社区团购领域的投入力度以抢占市场领先地位。安信预计阿里Q4调整后EBITA利润率同比下滑约3.7个百分点至13.6%,核心商业调整后EBITA同比增长15%至325亿元,对应调整后EBITA利润率同比下滑约8.6个百分点,核心平台业务调整后EBITA利润率或同比下滑8.7个百分点,主因对下沉市场及社区团购的投入。同时鉴于季度内本地生活领域的投入加大,我们预计核心商业其他板块季度内亏损将有所扩大。目前来看,阿里在电商领域的龙头地位还比较稳固。近日联合国贸易与发展会议发布的最新报告显示,受疫情因素影响,电子商务的在线零售从2019年占零售总额的16%增加到19%。其中,中国电商销售占比达24.9%,阿里巴巴GMV位居全球第一。阿里巴巴2020年销售额高达11450亿美元,是排名第二亚马逊5750亿美元的近2倍。TH Data Capital报告预计,阿里第四财季总GMV可能达到17810亿元人民币,同比增长33.8%。其中天猫GMV可能同比增长30.5%至8050亿元人民币,淘宝的GMV可能同比增长36.6%至9760亿元人民币。摩根士丹利分析师Gary Yu指出,在中国不太富裕的地区,加大对淘宝交易和杂货店的投资,以获取用户,应该会支持核心电子商务业务的长期增长。考虑到对电子商务的依赖程度不断提高,以及更好的转化率,商家的营销预算将继续转向在线。阿里巴巴的广告资源仍处于货币化状态。另外,中国的数字化趋势也将支撑阿里云的增长潜力。逐步扩大利润率将是长期的利润驱动力。阿里近期催化剂有限,但它的估值仍然具有吸引力。分析师预测根据彭博一致预期,阿里巴巴2021财年第四季度营收为1803.97亿元,同比增长57.8%;调整后净利润为296.03亿元,同比增长17.9%;调整后EPS为11.67元,同比增长26.9%。分析师普遍对阿里表示乐观,彭博调查的61位分析师中,59位给出阿里买入评级,2位给出持有评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3446452619999034","authorId":"3446452619999034","name":"來日方長","avatar":"https://static.tigerbbs.com/3be9845ca3a8c19c28fa4d17c027493a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3446452619999034","authorIdStr":"3446452619999034"},"content":"9988 救救巴巴 ><","text":"9988 救救巴巴 ><","html":"9988 救救巴巴 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121981046","repostId":"1152199095","repostType":4,"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129925357,"gmtCreate":1624353080179,"gmtModify":1631891429470,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"喜歡這段 [你懂的] 在寒冬將至的時候,活下來比任何事都重要。","listText":"喜歡這段 [你懂的] 在寒冬將至的時候,活下來比任何事都重要。","text":"喜歡這段 [你懂的] 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","text":"哈,早在4月尾兴致勃勃闹要加税,美国股市还不是走基本向上的涨?[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118496451","repostId":"1135014295","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142704857,"gmtCreate":1626174076079,"gmtModify":1631891429459,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"可惜推不到企鹅的股价呀 [叹气] ","listText":"可惜推不到企鹅的股价呀 [叹气] ","text":"可惜推不到企鹅的股价呀 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球最大中国股票基金减持腾讯,核心资产不香了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:15 北京时间 <a href=https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年,部分核心资产股票波动较大,国内不少明星公募基金业绩表现比较平淡。与此同时,海外中国股票基金今年上半年业绩表现也不佳,其中全球最大中国股票基金——瑞银(卢森堡)中国精选股票基金今年来回撤幅度超10%。\n值得一提的是,尽管基金净值出现回撤,但其持仓却未因此出现大幅调整,6月份,该基金除了减持腾讯控股外,其他持仓均未发生变化。\n瑞银资管表示,在当前纷繁复杂的世界中,变化可能是唯一不变的主题。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://mp.weixin.qq.com/s/Pb6F6tTxSW68raMN9nUAwQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127908255","content_text":"今年上半年,部分核心资产股票波动较大,国内不少明星公募基金业绩表现比较平淡。与此同时,海外中国股票基金今年上半年业绩表现也不佳,其中全球最大中国股票基金——瑞银(卢森堡)中国精选股票基金今年来回撤幅度超10%。\n值得一提的是,尽管基金净值出现回撤,但其持仓却未因此出现大幅调整,6月份,该基金除了减持腾讯控股外,其他持仓均未发生变化。\n瑞银资管表示,在当前纷繁复杂的世界中,变化可能是唯一不变的主题。而时代,也赋予了价值投资新的意义。找到持续创造价值的好公司,做时间做朋友,投资之路将会越走越宽。\n全球最大的中国股票基金减持腾讯控股\n外资一向被市场誉为聪明钱,但近期随着腾讯控股、贵州茅台、中国平安等核心资产回调,不少海外基金与国内部分明星公募基金遭遇了同样的“挫折”,即净值出现不少回调。\n国际权威评级机构晨星官网数据显示,全球最大的中国股票基金“瑞银(卢森堡)中国精选股票基金(美元)”今年来回撤幅度超过10%,甚至跑输了同类组别。\n在过往的业绩表现中,该基金大概率能跑赢指数与同行业基金,尤其是在近几年核心资产股票估值不断抬升的基础上,2019年与2020年,该基金大幅跑赢了同行和相关指数。\n\n最新数据显示,该基金规模为130亿美元,前十大重仓股中,多数持股在6月份未发生变化,只有腾讯控股被其减持了4.11%。\n截至2021年6月30日,该基金持有腾讯控股13.67亿美元,是其第一大重仓股,但其持仓一年回报为-4.07%,对其净值影响较大。\n此外,贵州茅台、阿里巴巴、中国平安、网易也是其重仓股,持股市值分别为9.43亿美元、7.65亿美元、6.78亿美元和6.48亿美元。\n\n值得一提的是,其重仓股中,持有李宁一年回报达246.32%,是目前其持仓中表现最为优秀的股票,持有招商银行一年回报达到55.13%,持有港交所一年回报34.42%。\n腾讯、阿里巴巴等互联网巨头今年来股票不断下挫,与市场对反垄断监管风险的担忧有一定关系,再叠加市场对核心资产估值存在分歧,重仓核心资产股票的基金今年来总体表现不佳。\n天风证券认为,互联网平台需要在商业考虑外承担必要的国家要求和社会效益,而这种适应虽带来短期的挑战,但中长期更有利优质公司发展,因此投资者一方面不必过度悲观,同时密切关注监管推进及企业的应对效率。\n瑞银大中华股票基金小幅加仓腾讯、茅台\n与瑞银(卢森堡)中国精选股票基金操作有所不同,瑞银(卢森堡)大中华股票基金今年6月份小幅加仓了腾讯控股、贵州茅台、台湾半导体以及香港交易所,好未来被其大幅减持。\n晨星数据显示,瑞银(卢森堡)大中华股票基金最新规模为18亿美元,贵州茅台、腾讯控股、台湾半导体等前三大重仓股均获其加仓,其中6月份该基金增持贵州茅台幅度为1.52%,增持腾讯控股幅度为2.06%,增持台湾半导体幅度为4.01%。\n\n与此同时,该基金减持好未来股票幅度达25%,减持阿里巴巴2.24%。出于对强监管政策的担忧,好未来等教育股今年来跌幅较大,近期虽有反弹,但力度不大。\n瑞银集团旗下另一只中国股票基金——瑞银(卢森堡)全方位中国股票基金目前还未更新6月具体持仓,但从5月数据来看,该基金主要保持加仓状态。\n\n数据显示,截至目前该基金规模为42亿美元,腾讯控股、贵州茅台、阿里巴巴为其前三大重仓股,持股市值分别为4.72亿美元、4.05亿美元和3.7亿美元。\n5月份期间,该基金大幅加仓了石药集团,增持幅度达47.66%,香港交易所、平安银行以及好未来也获其加仓。\n安本旗下基金持仓总体变化不大\n欧洲资管巨头安本投资旗下的安本环球—中国股票基金最新持仓数据显示,阿里巴巴、腾讯控股、贵州茅台等持仓在6月份期间未发生变动,美团、药明生物、五粮液等被其减持,中国中免、京东等获其小幅增持。\n晨星官网数据显示,该基金最新规模为6.41亿美元,今年来该基金收益率为-3.01%,其中重仓的阿里巴巴今年来下跌不少,对其影响较大。\n\n安本投资旗下另一只中国股票基金,安本标准——中国A股股票基金6月份期间总体持仓变化不大。\n最新数据显示,该基金规模为48亿美元,今年来总体收益为-3.38%。贵州茅台为其第一大重仓股,持仓市值达4.27亿美元,6月份改基金持有茅台股份未变。除了贵州茅台,中国中免、五粮液、美的集团、爱尔眼科等也是其重仓持有的股票。\n其中,五粮液、爱尔眼科、泰格医药被其减持,从减持幅度来看,6月份该基金减持爱尔眼科18.24%的股份,减持幅度最大。\n\n投资下半场看什么?\n上半年行情已经结束,下半年行情也已陆续展开,从目前海外基金今年来收益情况来看,总体不佳,受困于核心资产今年来波动加大,不少海外中国股票基金的净值也发生了较大变化。\n下半场投资怎么看?瑞银资管认为,投资者要从三个方面去选择优质的公司。\n首先是要聚焦企业成长,寻找价值护城河。当企业的内在价值低于市场价格时,就具有了安全边际,投资机会就此出现了。然而,随着市场更加成熟和有效,这种显而易见的便宜公司已经越来越少了。这时,价值投资被重新定义:购买好的、有成长性的企业。\n其次是要动态护城河,创造长期价值。品牌是最能产生效用的护城河,它是影响人们购买决策的重要因素。然而随着互联网对传统产业的改变,从获取信息、引发消费需求,到形成购买决策和完成交易,当下和过去完全不同。所以,一个好的投资机会,不应该看它过去的收入、利润,也不能简单看它今天或明天的收入、利润,这些纸面数字很重要,但并不代表全部。\n真正值得关心的核心是,它解决了什么问题,有没有给社会和消费者提升效率、创造价值。只要是为社会疯狂创造价值的企业,它的收入、利润早晚会兑现,社会最终会给予它长远的奖励。\n最后,要避免踩坑,价值投资“左”和“右”。价值投资中,最容易犯的两大错误:机会主义和机械的价值投资。即市场中,我们有时会遇到一些特别容易赚钱的机会,可能内心躁动难平。同时,寻找低估股票,看似信奉了价值投资的理念,长期持有,但可能最后的效果并不理想。\n安本投资近期也发表观点称,中国出口正在上升,包括劳动节假期在内的经济数据亦令人鼓舞。国内企业盈利前景固然良好,盈利质素更是胜过其他市场。展望将来,中国消费的结构性动力仍然稳固,而国内千禧世代将会继续青睐高质素的产品和服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183209372,"gmtCreate":1623331621796,"gmtModify":1631884521855,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"比特币可以成为抵押资产了?[疑问] ","listText":"比特币可以成为抵押资产了?[疑问] ","text":"比特币可以成为抵押资产了?[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183209372","repostId":"1196050193","repostType":4,"repost":{"id":"1196050193","kind":"news","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":1623319700,"share":"https://www.laohu8.com/m/news/1196050193?lang=&edition=full","pubTime":"2021-06-10 18:08","market":"us","language":"zh","title":"巴塞尔委员会提高比特币风险权重,加密货币短线拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1196050193","media":"老虎资讯综合","summary":"巴塞尔委员会:建议银行拨备足够的资本,以全额弥补比特币造成的任何损失。","content":"<p>市场消息:<b>巴塞尔委员会把比特币在银行资本提案中被列为最高风险类别,提议比特币资产的风险权重为1250%。</b></p>\n<p>巴塞尔委员会:建议银行拨备足够的资本,以全额弥补比特币造成的任何损失。由于加密资产的基础为区块链,可能需要对所有加密资产征收“附加”资本费用。</p>\n<p>加密货币短线持续拉升,以太坊短线走高40美元,报2597.2美元/枚,日内跌幅收窄至0.7%;比特币短线拉升800美元,现报38232美元/枚。</p>\n<p>美股区块链板块盘前短线走高,截至发稿,<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨5.5%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨5%,Riot Blockchain涨4.9%,Marathon Patent涨3.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/ce1866e3cefa0d4f1ea0e9cd874a4d9e\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>财经网站Forexlive分析师Justin表示:受稍早巴塞尔协议消息的推动,比特币开始寻找更多上行空间,买家尚未放弃。<b>虽然加密货币可能面临最严格的资本规则或要求,但该消息也表明了银行业对这一资产类别的普遍接受。</b>在经历了过去几周的糟糕表现后,多头可能正指望这一点来扭转局面。不过,比特币在上探4000美元水平前,在38200美元附近面临一些趋势线造成的阻力。</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>巴塞尔委员会提高比特币风险权重,加密货币短线拉升</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巴塞尔委员会提高比特币风险权重,加密货币短线拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-10 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息:<b>巴塞尔委员会把比特币在银行资本提案中被列为最高风险类别,提议比特币资产的风险权重为1250%。</b></p>\n<p>巴塞尔委员会:建议银行拨备足够的资本,以全额弥补比特币造成的任何损失。由于加密资产的基础为区块链,可能需要对所有加密资产征收“附加”资本费用。</p>\n<p>加密货币短线持续拉升,以太坊短线走高40美元,报2597.2美元/枚,日内跌幅收窄至0.7%;比特币短线拉升800美元,现报38232美元/枚。</p>\n<p>美股区块链板块盘前短线走高,截至发稿,<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨5.5%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨5%,Riot Blockchain涨4.9%,Marathon Patent涨3.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/ce1866e3cefa0d4f1ea0e9cd874a4d9e\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>财经网站Forexlive分析师Justin表示:受稍早巴塞尔协议消息的推动,比特币开始寻找更多上行空间,买家尚未放弃。<b>虽然加密货币可能面临最严格的资本规则或要求,但该消息也表明了银行业对这一资产类别的普遍接受。</b>在经历了过去几周的糟糕表现后,多头可能正指望这一点来扭转局面。不过,比特币在上探4000美元水平前,在38200美元附近面临一些趋势线造成的阻力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","IBIT":"iShares Bitcoin Trust","NCTY":"第九城市","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196050193","content_text":"市场消息:巴塞尔委员会把比特币在银行资本提案中被列为最高风险类别,提议比特币资产的风险权重为1250%。\n巴塞尔委员会:建议银行拨备足够的资本,以全额弥补比特币造成的任何损失。由于加密资产的基础为区块链,可能需要对所有加密资产征收“附加”资本费用。\n加密货币短线持续拉升,以太坊短线走高40美元,报2597.2美元/枚,日内跌幅收窄至0.7%;比特币短线拉升800美元,现报38232美元/枚。\n美股区块链板块盘前短线走高,截至发稿,第九城市涨5.5%,嘉楠科技涨5%,Riot Blockchain涨4.9%,Marathon Patent涨3.2%。\n\n财经网站Forexlive分析师Justin表示:受稍早巴塞尔协议消息的推动,比特币开始寻找更多上行空间,买家尚未放弃。虽然加密货币可能面临最严格的资本规则或要求,但该消息也表明了银行业对这一资产类别的普遍接受。在经历了过去几周的糟糕表现后,多头可能正指望这一点来扭转局面。不过,比特币在上探4000美元水平前,在38200美元附近面临一些趋势线造成的阻力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197961299,"gmtCreate":1621420683111,"gmtModify":1631893726649,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"期待比特币、特斯拉、木头姐的后续互动 [吃瓜] ","listText":"期待比特币、特斯拉、木头姐的后续互动 [吃瓜] ","text":"期待比特币、特斯拉、木头姐的后续互动 [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197961299","repostId":"1199200652","repostType":4,"repost":{"id":"1199200652","kind":"news","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":1621416087,"share":"https://www.laohu8.com/m/news/1199200652?lang=&edition=full","pubTime":"2021-05-19 17:21","market":"us","language":"zh","title":"盘前异动:加密货币狂泻!特斯拉利空不断","url":"https://stock-news.laohu8.com/highlight/detail?id=1199200652","media":"老虎资讯综合","summary":"5月19日,美国三大股指期货全线下挫,截至发稿,道指期货跌0.48%;标普500指数期货跌0.64%;纳斯达克100指数期货跌1.06%。\n\n美股区块链概念股盘前大跌,Riot Blockchain、","content":"<p>5月19日,美国三大股指期货全线下挫,截至发稿,道指期货跌0.48%;标普500指数期货跌0.64%;纳斯达克100指数期货跌1.06%。</p>\n<p><img src=\"https://static.tigerbbs.com/251c65b04cd6042c1687d434aa138e62\" tg-width=\"478\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链概念股盘前大跌,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌超7%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超5%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近4%。</p>\n<p><img src=\"https://static.tigerbbs.com/658b808245d984566add5d7f81d9bade\" tg-width=\"468\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>热门中概股盘前普跌,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超2%;<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed95d74fccb5e4b0b14090aa5921a7c7\" tg-width=\"478\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%;持有大量比特币,比特币价格的低迷拖累了股价表现;中国产特斯拉4月份上牌量相比3月份纪录高点出现了大幅下降;遭美国知名投资者做空,价值超5亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/042f43e2c952cb92a47fa6121ed471a2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TCOM\">携程</a>盘前涨近4%,一季度营收超预期。</p>\n<p><img src=\"https://static.tigerbbs.com/614851b3b6c925ca0c250349738c74d2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动:加密货币狂泻!特斯拉利空不断</title>\n<style 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17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日,美国三大股指期货全线下挫,截至发稿,道指期货跌0.48%;标普500指数期货跌0.64%;纳斯达克100指数期货跌1.06%。</p>\n<p><img src=\"https://static.tigerbbs.com/251c65b04cd6042c1687d434aa138e62\" tg-width=\"478\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p>\n<p>美股区块链概念股盘前大跌,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌超7%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超5%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌近4%。</p>\n<p><img src=\"https://static.tigerbbs.com/658b808245d984566add5d7f81d9bade\" tg-width=\"468\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>热门中概股盘前普跌,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌超2%;<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed95d74fccb5e4b0b14090aa5921a7c7\" tg-width=\"478\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%;持有大量比特币,比特币价格的低迷拖累了股价表现;中国产特斯拉4月份上牌量相比3月份纪录高点出现了大幅下降;遭美国知名投资者做空,价值超5亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/042f43e2c952cb92a47fa6121ed471a2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/TCOM\">携程</a>盘前涨近4%,一季度营收超预期。</p>\n<p><img src=\"https://static.tigerbbs.com/614851b3b6c925ca0c250349738c74d2\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"RIOT":"Riot Platforms",".IXIC":"NASDAQ Composite","TCOM":"携程网","TSLA":"特斯拉","COIN":"Coinbase Global, Inc.",".SPX":"S&P 500 Index","BIDU":"百度","IBIT":"iShares Bitcoin Trust","MARA":"MARA Holdings",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199200652","content_text":"5月19日,美国三大股指期货全线下挫,截至发稿,道指期货跌0.48%;标普500指数期货跌0.64%;纳斯达克100指数期货跌1.06%。\n\n美股区块链概念股盘前大跌,Riot Blockchain、Marathon Patent跌超7%,嘉楠科技跌超5%,Coinbase跌近4%。\n\n热门中概股盘前普跌,哔哩哔哩、蔚来、爱奇艺跌超2%;阿里巴巴、拼多多、百度、小鹏汽车、理想汽车跌超1%。\n\n特斯拉盘前跌超2%;持有大量比特币,比特币价格的低迷拖累了股价表现;中国产特斯拉4月份上牌量相比3月份纪录高点出现了大幅下降;遭美国知名投资者做空,价值超5亿美元。\n\n携程盘前涨近4%,一季度营收超预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185408728,"gmtCreate":1623664258664,"gmtModify":1631893726541,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼] ","listText":"市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼] ","text":"市场先生的情绪多变,早前担心CPI 会坏了他的心情但是最近心情还是大好 [捂脸] 谁知道市场先生的情绪会随美联储如何波动?[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185408728","repostId":"1123321973","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188933584,"gmtCreate":1623418978248,"gmtModify":1631893726551,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜] ","listText":"为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜] ","text":"为了自私的利益,通膨和加息都可以说成是有益处的 [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188933584","repostId":"1185815929","repostType":4,"repost":{"id":"1185815929","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1623381455,"share":"https://www.laohu8.com/m/news/1185815929?lang=&edition=full","pubTime":"2021-06-11 11:17","market":"us","language":"zh","title":"美银“打脸”美联储:哪有什么“暂时性”通胀?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185815929","media":"华尔街见闻","summary":"美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐","content":"<blockquote>\n 美联储真的如市场相信的那样,可以轻易把高通胀的<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n</blockquote>\n<p>美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。</p>\n<p>然而,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>首席经济学家Michelle Meyer却直言:我们不买账!</p>\n<p>在她看来,<b>随着劳动力短缺和通胀迹象不断出现,美联储和市场的自信都在变得越来越令人难以信服,未来更持续的通胀正从此刻开始打下基础。</b></p>\n<p>美国银行表示,在美国4月、5月通胀连续创出新高之际,市场非但没有意识到一系列指标所暗示的通胀风险,反而还有一长串对通胀迹象视而不见的借口:</p>\n<blockquote>\n 1、劳动力短缺将在秋季消失,届时失业福利将减少,儿童保育更好找,对于在工作岗位上感染新冠病毒的担忧也将减退;\n</blockquote>\n<blockquote>\n 2、商品生产的瓶颈是由特殊的冲击造成的。随着生产回暖,需求从商品转向服务,瓶颈就将逐渐消失;\n</blockquote>\n<blockquote>\n 3、随着过去供应中断的影响消退,劳动力短缺出现缓解以及商品需求增长减速,贸易瓶颈也将得到缓解;\n</blockquote>\n<blockquote>\n 4、价格纯粹是暂时性上涨,而且是针对了特定行业。随着供应回升,涨势也将消退;\n</blockquote>\n<blockquote>\n 5、从定义出发,价格通胀的任一方面都是暂时性走高,因为产出缺口仍旧存在,而持续的价格压力则需要缺口消失;\n</blockquote>\n<blockquote>\n 6、薪资上涨主要出现在工资较低的工作当中。这是一件好事,因为这有助于缩小收入差距;\n</blockquote>\n<blockquote>\n 7、近年来,薪资水平和物价通胀之间的联系有所减弱。我们仍旧应该庆祝,而非哀叹工资上涨;\n</blockquote>\n<blockquote>\n 8、从定义出发,薪资增速的任一方面都是暂时性增长,因为失业率仍旧太高,无法产生持续的薪资压力;\n</blockquote>\n<blockquote>\n 9、密歇根大学通胀预期指数已经飙升,但这是对显而易见的食物和能源价格上涨的过度反应;当这两大价格走低时,通胀预期也会消退;\n</blockquote>\n<blockquote>\n 10、从历史上看,只有在实际通胀持续高企一段时间之后,通胀预期才会走高;最近的上涨一定是侥幸;\n</blockquote>\n<blockquote>\n 11、盈亏平衡通胀率只是温和上升,如果真的存在问题,债市会告诉我们一切;\n</blockquote>\n<blockquote>\n 12、忽略那些有关通胀预期的粗略调查,对专业经济学家的调查仍旧认为,长期来看,通胀将达到美联储的目标。\n</blockquote>\n<p>美国银行还指出,最重要的一点在于,<b>市场相信“不要担心通胀过高,因为美联储可以竭尽所能地加息,以此来冷却通胀”。</b></p>\n<p>对此,金融博客Zero Hedge直接讽刺道:美联储行得很,不仅可以用加息来冷却通胀,还可以让宝贝美股在15分钟之内就崩盘呢。</p>\n<p>不过值得注意的是,市场的上述观点,多多少少都还算有一些道理。那么,美国银行在担心什么?</p>\n<p>Meyer认为,若将近期所有的通胀问题均视为“暂时出现”,这并不合情理。最关键的地方是,<b>这些“暂时性”压力可能会持续好几个月,并可能成为通胀心理学当中的固有因素。</b></p>\n<p>她还称,考虑到美国货币和财政当局已经用言语和行动表明,他们希望未来几年经济过热、通胀走高,上述可能性就变得非常之大。</p>\n<p>对于“美联储可以轻易把高通胀的潘多拉魔盒关上”的说法,美国银行也并不认同:</p>\n<blockquote>\n 近几十年来,我们从未有过持续的高通胀。\n <b>但历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制。</b>\n</blockquote>\n<p>此外,美联储已经承诺,加息将比常态情况下来得更晚,且只有当他们相信更高的通胀已经根植于美国经济之中时才会加息。</p>\n<p>这也就意味着,美联储当前的政策策略使得加息变得愈发困难,但如果有意外发生,加息信号来得比美联储目前的暗示还要早,那么对于市场而言,一切就已经太晚了。</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>美银“打脸”美联储:哪有什么“暂时性”通胀?</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美银“打脸”美联储:哪有什么“暂时性”通胀?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-11 11:17 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。\n然而,美国银行首席经济学家Michelle Meyer却直言:我们不买账!\n在她看来,随着劳动力短缺和通胀迹象不断出现,...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"161125":"标普500","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","SH":"标普500反向ETF","SPY":"标普500ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185815929","content_text":"美联储真的如市场相信的那样,可以轻易把高通胀的潘多拉魔盒关上?美银不同意:“历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制”。\n\n美国通胀又爆表了,但市场似乎已经无所畏惧,美股美债齐齐大涨。投资者们似乎已经开始相信美联储的那一套说辞:通胀嘛,只是暂时走高而已。\n然而,美国银行首席经济学家Michelle Meyer却直言:我们不买账!\n在她看来,随着劳动力短缺和通胀迹象不断出现,美联储和市场的自信都在变得越来越令人难以信服,未来更持续的通胀正从此刻开始打下基础。\n美国银行表示,在美国4月、5月通胀连续创出新高之际,市场非但没有意识到一系列指标所暗示的通胀风险,反而还有一长串对通胀迹象视而不见的借口:\n\n 1、劳动力短缺将在秋季消失,届时失业福利将减少,儿童保育更好找,对于在工作岗位上感染新冠病毒的担忧也将减退;\n\n\n 2、商品生产的瓶颈是由特殊的冲击造成的。随着生产回暖,需求从商品转向服务,瓶颈就将逐渐消失;\n\n\n 3、随着过去供应中断的影响消退,劳动力短缺出现缓解以及商品需求增长减速,贸易瓶颈也将得到缓解;\n\n\n 4、价格纯粹是暂时性上涨,而且是针对了特定行业。随着供应回升,涨势也将消退;\n\n\n 5、从定义出发,价格通胀的任一方面都是暂时性走高,因为产出缺口仍旧存在,而持续的价格压力则需要缺口消失;\n\n\n 6、薪资上涨主要出现在工资较低的工作当中。这是一件好事,因为这有助于缩小收入差距;\n\n\n 7、近年来,薪资水平和物价通胀之间的联系有所减弱。我们仍旧应该庆祝,而非哀叹工资上涨;\n\n\n 8、从定义出发,薪资增速的任一方面都是暂时性增长,因为失业率仍旧太高,无法产生持续的薪资压力;\n\n\n 9、密歇根大学通胀预期指数已经飙升,但这是对显而易见的食物和能源价格上涨的过度反应;当这两大价格走低时,通胀预期也会消退;\n\n\n 10、从历史上看,只有在实际通胀持续高企一段时间之后,通胀预期才会走高;最近的上涨一定是侥幸;\n\n\n 11、盈亏平衡通胀率只是温和上升,如果真的存在问题,债市会告诉我们一切;\n\n\n 12、忽略那些有关通胀预期的粗略调查,对专业经济学家的调查仍旧认为,长期来看,通胀将达到美联储的目标。\n\n美国银行还指出,最重要的一点在于,市场相信“不要担心通胀过高,因为美联储可以竭尽所能地加息,以此来冷却通胀”。\n对此,金融博客Zero Hedge直接讽刺道:美联储行得很,不仅可以用加息来冷却通胀,还可以让宝贝美股在15分钟之内就崩盘呢。\n不过值得注意的是,市场的上述观点,多多少少都还算有一些道理。那么,美国银行在担心什么?\nMeyer认为,若将近期所有的通胀问题均视为“暂时出现”,这并不合情理。最关键的地方是,这些“暂时性”压力可能会持续好几个月,并可能成为通胀心理学当中的固有因素。\n她还称,考虑到美国货币和财政当局已经用言语和行动表明,他们希望未来几年经济过热、通胀走高,上述可能性就变得非常之大。\n对于“美联储可以轻易把高通胀的潘多拉魔盒关上”的说法,美国银行也并不认同:\n\n 近几十年来,我们从未有过持续的高通胀。\n 但历史表明,一旦通胀走高,就很难在不引发经济衰退的情况下加以控制。\n\n此外,美联储已经承诺,加息将比常态情况下来得更晚,且只有当他们相信更高的通胀已经根植于美国经济之中时才会加息。\n这也就意味着,美联储当前的政策策略使得加息变得愈发困难,但如果有意外发生,加息信号来得比美联储目前的暗示还要早,那么对于市场而言,一切就已经太晚了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115751439,"gmtCreate":1623032127921,"gmtModify":1631893726575,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"华尔街慌了,股价涨了 [捂脸] ","listText":"华尔街慌了,股价涨了 [捂脸] ","text":"华尔街慌了,股价涨了 [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115751439","repostId":"2141289099","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118942517,"gmtCreate":1622715836939,"gmtModify":1631893726612,"author":{"id":"3557916073231221","authorId":"3557916073231221","name":"280dd4bd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557916073231221","authorIdStr":"3557916073231221"},"themes":[],"htmlText":"疫情时代的郁金香疯狂还可以维持多久呢?[疑问] ","listText":"疫情时代的郁金香疯狂还可以维持多久呢?[疑问] ","text":"疫情时代的郁金香疯狂还可以维持多久呢?[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/118942517","repostId":"1113222533","repostType":4,"repost":{"id":"1113222533","kind":"news","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":1622714412,"share":"https://www.laohu8.com/m/news/1113222533?lang=&edition=full","pubTime":"2021-06-03 18:00","market":"us","language":"zh","title":"印度和韩国散户疯狂涌入AMC,助推Meme炒作热潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1113222533","media":"老虎资讯综合","summary":"印度和韩国的散户投资者通过当地交易平台进入美国股市涌入AMC股票,从而加剧了模因股票热潮。这家亏损的电影院连锁店过去一周是 Vested Finance和 Stockal上交易量最大的五只美国股票之一","content":"<p>印度和韩国的散户投资者通过当地交易平台进入美国股市涌入AMC股票,从而加剧了模因股票热潮。</p><p>这家亏损的电影院连锁店过去一周是 Vested Finance和 Stockal上交易量最大的五只美国股票之一,它们是印度的两个股票交易软件,主要供散户投资者购买美国股票。本周AMC Entertainment的交易量占Vested总交易量的14%,比例高于特斯拉、Shopify和 Facebook。</p><p>AMC Entertainment周三暴涨127%,将今年的总收益扩大至 3,000%以上,并将其市值推高至 330亿美元以上。AMC和GameStop等所谓的meme股票的热潮正在受到疫情导致的封锁和低费用交易计划的推动,这些计划鼓励新投资者进入全球股票市场。</p><p>Vested在孟买的首席执行官Viram Shah表示:“由于Reddit等社交媒体平台的兴起,如今的信息可以迅速跨境传播,印度投资者与美国投资者一样深入美国市场。” “一些印度散户投资者受新闻驱动,希望成为任何全球趋势或运动的一部分。”</p><p>Stockal的联合创始人兼联席首席执行官 Sitashwa Srivastava表示,在过去的三到五个月里,“人们越来越多地追逐高波动性股票。之前是GameStop,现在又转移到了AMC上。”</p><p>根据韩国证券存管处的数据,韩国投资者从周一到周四抢购了2.25亿美元的 AMC股票。这一总额接近购买特斯拉股票金额的三倍。</p><p>在一个深受韩国散户投资者欢迎的在线论坛上,一位自称为“蚂蚁”的交易员发表了数十篇帖子,讨论了 AMC股价的前景,以及Blackberry Ltd.是否可能取代AMC作为下一个模因目标。</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\" 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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印度和韩国散户疯狂涌入AMC,助推Meme炒作热潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-03 18:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>印度和韩国的散户投资者通过当地交易平台进入美国股市涌入AMC股票,从而加剧了模因股票热潮。</p><p>这家亏损的电影院连锁店过去一周是 Vested Finance和 Stockal上交易量最大的五只美国股票之一,它们是印度的两个股票交易软件,主要供散户投资者购买美国股票。本周AMC Entertainment的交易量占Vested总交易量的14%,比例高于特斯拉、Shopify和 Facebook。</p><p>AMC Entertainment周三暴涨127%,将今年的总收益扩大至 3,000%以上,并将其市值推高至 330亿美元以上。AMC和GameStop等所谓的meme股票的热潮正在受到疫情导致的封锁和低费用交易计划的推动,这些计划鼓励新投资者进入全球股票市场。</p><p>Vested在孟买的首席执行官Viram Shah表示:“由于Reddit等社交媒体平台的兴起,如今的信息可以迅速跨境传播,印度投资者与美国投资者一样深入美国市场。” “一些印度散户投资者受新闻驱动,希望成为任何全球趋势或运动的一部分。”</p><p>Stockal的联合创始人兼联席首席执行官 Sitashwa Srivastava表示,在过去的三到五个月里,“人们越来越多地追逐高波动性股票。之前是GameStop,现在又转移到了AMC上。”</p><p>根据韩国证券存管处的数据,韩国投资者从周一到周四抢购了2.25亿美元的 AMC股票。这一总额接近购买特斯拉股票金额的三倍。</p><p>在一个深受韩国散户投资者欢迎的在线论坛上,一位自称为“蚂蚁”的交易员发表了数十篇帖子,讨论了 AMC股价的前景,以及Blackberry Ltd.是否可能取代AMC作为下一个模因目标。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1eeac4ea25acc6ad475287d93672d24","relate_stocks":{"AMC":"AMC院线","BB":"黑莓","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113222533","content_text":"印度和韩国的散户投资者通过当地交易平台进入美国股市涌入AMC股票,从而加剧了模因股票热潮。这家亏损的电影院连锁店过去一周是 Vested Finance和 Stockal上交易量最大的五只美国股票之一,它们是印度的两个股票交易软件,主要供散户投资者购买美国股票。本周AMC Entertainment的交易量占Vested总交易量的14%,比例高于特斯拉、Shopify和 Facebook。AMC Entertainment周三暴涨127%,将今年的总收益扩大至 3,000%以上,并将其市值推高至 330亿美元以上。AMC和GameStop等所谓的meme股票的热潮正在受到疫情导致的封锁和低费用交易计划的推动,这些计划鼓励新投资者进入全球股票市场。Vested在孟买的首席执行官Viram Shah表示:“由于Reddit等社交媒体平台的兴起,如今的信息可以迅速跨境传播,印度投资者与美国投资者一样深入美国市场。” “一些印度散户投资者受新闻驱动,希望成为任何全球趋势或运动的一部分。”Stockal的联合创始人兼联席首席执行官 Sitashwa Srivastava表示,在过去的三到五个月里,“人们越来越多地追逐高波动性股票。之前是GameStop,现在又转移到了AMC上。”根据韩国证券存管处的数据,韩国投资者从周一到周四抢购了2.25亿美元的 AMC股票。这一总额接近购买特斯拉股票金额的三倍。在一个深受韩国散户投资者欢迎的在线论坛上,一位自称为“蚂蚁”的交易员发表了数十篇帖子,讨论了 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