EdmundLee的个人主页 - 老虎社区

EdmundLee

EdmundLee

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0勋章

2021-10-13

$中国铁塔(00788)$1，04

2021-10-10

说得好，

抱歉，原内容已删除

2021-09-22

無話可说,大家看著作伴

抱歉，原内容已删除

2021-09-22

大家如何看?

抱歉，原内容已删除

2021-09-22

是時候买进了|

抱歉，原内容已删除

2021-09-02

大家甚么看?

@格隆汇:营利双增不敌股价下跌，石头科技还能“疯”多久？

2021-09-02

大家可参考

@格隆汇:新股评级 | 海伦司国际：中国最大的连锁酒馆

2021-09-02

大可构入

@格隆汇:新力控股集团(02103.HK)：业绩潜能释放，财务稳健获机构认可

2021-09-02

大家甚么看?

@格隆汇:九方财富控股申请赴港上市，中金公司为其独家保荐人

2021-08-31

这篇文章不错，转发给大家看

@赞我的今年账户翻十倍:$协鑫新能源(00451)$会到一块钱嘛？

2021-08-31

这篇文章不错，转发给大家看

@赞我的今年账户翻十倍:$协鑫新能源(00451)$会到一块钱嘛？

2021-08-28

这三只股能买进吗？

张坤最新中报“内涵”，三只新隐形重仓股

2021-08-28

有望再升可买进•

抱歉，原内容已删除

2021-08-28

加油

纳指续创历史新高，AMD等科技股拉升

2021-08-28

说得好

抱歉，原内容已删除

2021-08-28

好

抱歉，原内容已删除

2021-08-25

教育股可以卖进吗？

抱歉，原内容已删除

2021-08-25

韭菜披人割

抱歉，原内容已删除

2021-08-25

好,漲漲漲

纳指首次站上15000点关口，续刷历史新高

2021-08-15

可以买入'还有上漲的空间

去老虎APP查看更多动态

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23.5亿元，同比增长 32.2%；实现归母净利润 6.5 亿元，同比增长 41.6%；实现扣非净利润5.7亿元，同比增长 32.2%。单季度来看，二季度实现营收 12.4亿元，同比增长 6.1％；实现归母净利润 3.4 亿元，同比增加 0.5%。对于净利增长的原因，石头科技称，主要归结于毛利较高的自有品牌销售占比上升、海外市场扩展两方面。从业务经营看，石头科技选择拓展自有品牌销售渠道，加大品牌宣传推广。2021年1-6月，石头科技共销售1230482台扫地机器人，销售收入为22.6亿元。其中，公司自有品牌扫地机器人实现销售1196226台，销售收入为22.26亿元，收入占比提升至 94.8%。。另一方面，石头科技海外业务收入也有所增长。2021上半年，石头科技境外收入12.55亿元，同比增长124.14%。不过，在原材料涨价和芯片短缺背景下，由于自有品牌产品销售额占比从 11.9%提升至 98.2%，使得毛利率仍得到逆势提升。报告期内，","listText":"目前，各公司已经逐步进入公布业绩的尾声，石头科技也在昨晚姗姗来迟公布了自己的半年报。营收净利的双增长并没有使石头科技今日的股价疯涨，反而是大跌了近20%。不过，股价大涨大跌对石头科技来说，并不新鲜。自6月21日，石头科技股价冲至高点1492.94元后，石头科技便一路坐上了“过山车”。画个时间轴，来看石头科技股票市场的快速切换。从6月21日至7月28日，石头科技股价最高达1492.94元，最低跌至980元，一个多月间股价震荡下跌34%，市值蒸发340亿。此后石头科技股价重回至1337元（8月23日收盘价），不足一月波动上涨超25%。短短两月，石头科技股价振幅之大让市场为之侧目。不过，资本市场的任何风吹草动，往往都是企业经营层面的某种映照。究竟是何缘由，让这颗石头如此“疯狂”？01自有品牌销量增长根据昨天发布的业绩来看，石头科技上半年实现营收 23.5亿元，同比增长 32.2%；实现归母净利润 6.5 亿元，同比增长 41.6%；实现扣非净利润5.7亿元，同比增长 32.2%。单季度来看，二季度实现营收 12.4亿元，同比增长 6.1％；实现归母净利润 3.4 亿元，同比增加 0.5%。对于净利增长的原因，石头科技称，主要归结于毛利较高的自有品牌销售占比上升、海外市场扩展两方面。从业务经营看，石头科技选择拓展自有品牌销售渠道，加大品牌宣传推广。2021年1-6月，石头科技共销售1230482台扫地机器人，销售收入为22.6亿元。其中，公司自有品牌扫地机器人实现销售1196226台，销售收入为22.26亿元，收入占比提升至 94.8%。。另一方面，石头科技海外业务收入也有所增长。2021上半年，石头科技境外收入12.55亿元，同比增长124.14%。不过，在原材料涨价和芯片短缺背景下，由于自有品牌产品销售额占比从 11.9%提升至 98.2%，使得毛利率仍得到逆势提升。报告期内，","text":"目前，各公司已经逐步进入公布业绩的尾声，石头科技也在昨晚姗姗来迟公布了自己的半年报。营收净利的双增长并没有使石头科技今日的股价疯涨，反而是大跌了近20%。不过，股价大涨大跌对石头科技来说，并不新鲜。自6月21日，石头科技股价冲至高点1492.94元后，石头科技便一路坐上了“过山车”。画个时间轴，来看石头科技股票市场的快速切换。从6月21日至7月28日，石头科技股价最高达1492.94元，最低跌至980元，一个多月间股价震荡下跌34%，市值蒸发340亿。此后石头科技股价重回至1337元（8月23日收盘价），不足一月波动上涨超25%。短短两月，石头科技股价振幅之大让市场为之侧目。不过，资本市场的任何风吹草动，往往都是企业经营层面的某种映照。究竟是何缘由，让这颗石头如此“疯狂”？01自有品牌销量增长根据昨天发布的业绩来看，石头科技上半年实现营收 23.5亿元，同比增长 32.2%；实现归母净利润 6.5 亿元，同比增长 41.6%；实现扣非净利润5.7亿元，同比增长 32.2%。单季度来看，二季度实现营收 12.4亿元，同比增长 6.1％；实现归母净利润 3.4 亿元，同比增加 0.5%。对于净利增长的原因，石头科技称，主要归结于毛利较高的自有品牌销售占比上升、海外市场扩展两方面。从业务经营看，石头科技选择拓展自有品牌销售渠道，加大品牌宣传推广。2021年1-6月，石头科技共销售1230482台扫地机器人，销售收入为22.6亿元。其中，公司自有品牌扫地机器人实现销售1196226台，销售收入为22.26亿元，收入占比提升至 94.8%。。另一方面，石头科技海外业务收入也有所增长。2021上半年，石头科技境外收入12.55亿元，同比增长124.14%。不过，在原材料涨价和芯片短缺背景下，由于自有品牌产品销售额占比从 11.9%提升至 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href=\"https://laohu8.com/S/00451\">$协鑫新能源(00451)$</a>会到一块钱嘛？","text":"$协鑫新能源(00451)$会到一块钱嘛？","images":[{"img":"https://static.tigerbbs.com/9259e4e4ba5301fe01bd941642457cf0","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837355877","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813395245,"gmtCreate":1630128740487,"gmtModify":1704956383060,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"这三只股能买进吗？","listText":"这三只股能买进吗？","text":"这三只股能买进吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813395245","repostId":"2162073747","repostType":4,"repost":{"id":"2162073747","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":"1045080548","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1630116120,"share":"https://www.laohu8.com/m/news/2162073747?lang=&edition=full","pubTime":"2021-08-28 10:02","market":"fut","language":"zh","title":"张坤最新中报“内涵”，三只新隐形重仓股","url":"https://stock-news.laohu8.com/highlight/detail?id=2162073747","media":"华尔街见闻","summary":"03三只新“隐形重仓股”张坤的持仓相对比较集中，除了前十大重仓股，在易方达中小盘的持仓中，能看到的占基金净值比超过1%的个股仅还有3只：中国国贸、双汇发展和国投电力。这3只个股在张坤2020年年报里均未现身。","content":"<p>易方达张坤，大约是过去一年来最受市场关注的基金经理之一。</p>\n<p>他同时也是“最低调”的，没有之一。</p>\n<p>但他的定期报告，却往往直抒胸臆讲述“干货”，讨论投资更加本性的东西。最新的中期报告也是如此，他讨论了对折现率的看法，对高增长股前景的看法，亦“隐隐”提及了减持消费品股增持银行股的内在逻辑。</p>\n<p>此外，最新的中报里，张坤还有新的隐形重仓股面世，恐怕又会引起行业的讨论与关注。</p>\n<p><b>01</b></p>\n<p><b>“趋势外推”有风险</b></p>\n<p>张坤在中期报告中重点谈了他的股价定价方法，以及现在市场估值观点中的“风险”。</p>\n<p>他提及，在市场先生对一只股票出价时，是由两个因素决定的：第一个是投资者对未来盈利、自由现金流的金额和时机的共识；第二个是投资者采用何种贴现率将预期盈利、自由现金流折算成现值的共识。</p>\n<p>对于第一个因素未来盈利，“趋势外推”是投资者形成对未来判断的一个本能方法，即根据最新的经营数据判断企业的长期经营成果。</p>\n<p>然而，<b>“趋势外推”有两方面风险</b>：<b>一方面是商业的经营是动态博弈的</b>，当投资人对未来更乐观时，行业的参与者也会更加乐观，这时往往会对产业进行更大的投资，可能产生虽然需求快速增长，但供给增长更快的局面，这也是我们在过去发现很多增长十倍、甚至几十倍的行业并没有给投资者带来可观回报的最重要原因；</p>\n<p><b>另一方面，企业的增长会受行业天花板的制约，企业的快速增长往往并不能改变天花板的高度，只是改变了达到天花板的速度。</b></p>\n<p><b>02</b></p>\n<p><b>“贴现因素”重要性会不断减弱</b></p>\n<p>对于第二个因素贴现率，他着重指出“（贴现率的）变动是影响股价短期波动的重要因素，然而，<b>随着投资者持有股票时间的不断延长，贴现因素的重要性是不断减弱的。</b>”</p>\n<p>尤其是，“<b>在长周期内，影响贴现率的两个因素，利率和风险偏好，都有一定的均值回归倾向</b>。”</p>\n<p>这两句话的意思非常明确，即他认为，如今市场采用长期超低贴现率，来构建高目标价的估值方法可能存在问题。</p>\n<p>“今年的股票市场，呈现出对高成长企业的强烈偏好。在对企业出价时，对于第一个因素，投资人愿意对短期的乐观情况做趋势外推，对长期盈利能力乐观；对于第二个因素，投资人倾向于认为目前的低利率会长期维持下去。</p>\n<p>然而，根据前文的分析，<b>在未来3-5年的时间维度中，这两个因素是否能一直维持不变？</b>对于我们来说，或许需要以更加严苛的标准来挑选企业，问一下自己，<b>如果股市关闭3-5年，我是否还有信心买这个企业的股票</b>。”</p>\n<p><b>03</b></p>\n<p><b>三只新“隐形重仓股”</b></p>\n<p>张坤的持仓相对比较集中，除了前十大重仓股，在易方达中小盘的持仓中，能看到的占基金净值比超过1%的个股仅还有3只：<b><a href=\"https://laohu8.com/S/600007\">中国国贸</a>、<a href=\"https://laohu8.com/S/000895\">双汇发展</a>和<a href=\"https://laohu8.com/S/600886\">国投电力</a></b>。</p>\n<p>这3只个股在张坤2020年年报里均未现身。因此大概率这三只个股都是张坤在今年新挖掘和买入的。</p>\n<p>另外，从2021年上半年累计买入金额和期末持有金额对比，张坤目前的持股市值应该没有明显的盈利。</p>\n<p><img src=\"https://static.tigerbbs.com/3b7e30ad1d1c4eb485299009eda6a8cd\" tg-width=\"624\" tg-height=\"115\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/b410984a1180448cbc497298efe9f1fa\" tg-width=\"623\" tg-height=\"69\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">&nbsp;</p>\n<p>Wind信息显示，中国国贸是中国乃至全球规模最大、功能最齐全的综合性高档商务服务大型中外合资企业。公司主要从事商务服务设施的投资、经营和管理，包括高档甲级写字楼、商城、公寓等设施的出租及管理，高档酒店经营，大型展览及配套服务，停车设施服务等。</p>\n<p>以中国国贸为中心的CBD地区，已经形成了一个极具活力的经济商圈，辐射带动了周边经济的快速发展。</p>\n<p>此前中国国贸并不是一只机构关注较多的个股。截至2021年1季报，十大流通股东中，除了中国国际贸易中信有限公司、香港中央结算有限公司（陆股通）、易方达的社保基金1104组合，全都是个人股东。</p>\n<p>社保基金1104组合也只持有约600万股。而张坤持有了3900万股左右。累计买入金额超8亿元，期末公允价约7亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/b7ebab3e93aa411caead83a754274b0c\" tg-width=\"1080\" tg-height=\"715\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">&nbsp;</p>\n<p>易方达中小盘持有双汇发展约1250万股，比2021年中报第十大流通股东兴全商业模式少了约108万股。</p>\n<p><img src=\"https://static.tigerbbs.com/ea4e3dabaf9a44a48fca5d2dffd9d5f4\" tg-width=\"1080\" tg-height=\"722\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">从累计买入金额看，国投电力累计买入约3.73亿元，但是期末持有不到3.56亿元，也有可能略有浮亏。</p>\n<p>除了前十大重仓股，易方达蓝筹持仓中占净比超过1%的还有<a href=\"https://laohu8.com/S/000001\">平安银行</a>和锦欣生殖，都是此前在定期报告中有所痕迹的个股。</p>\n<p>易方达优质企业三年持有基金中，占净比超过1%的有一个新鲜面孔是<a href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>。这是一只港股医药股。信息显示，这是一家以肿瘤科为核心的医疗集团。这只个股也现身了易方达蓝筹持仓中，占净值比约0.52%。</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 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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张坤最新中报“内涵”，三只新隐形重仓股\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-28 10:02 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>易方达张坤，大约是过去一年来最受市场关注的基金经理之一。\n他同时也是“最低调”的，没有之一。\n但他的定期报告，却往往直抒胸臆讲述“干货”，讨论投资更加本性的东西。最新的中期报告也是如此，他讨论了对折现率的看法，对高增长股前景的看法，亦“隐隐”提及了减持消费品股增持银行股的内在逻辑。\n此外，最新的中报里，张坤还有新的隐形重仓股面世，恐怕又会引起行业的讨论与关注。\n01\n“趋势外推”有风险\n张坤在中期...</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/082208e3c37780dd55878056410ffa43","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162073747","content_text":"易方达张坤，大约是过去一年来最受市场关注的基金经理之一。\n他同时也是“最低调”的，没有之一。\n但他的定期报告，却往往直抒胸臆讲述“干货”，讨论投资更加本性的东西。最新的中期报告也是如此，他讨论了对折现率的看法，对高增长股前景的看法，亦“隐隐”提及了减持消费品股增持银行股的内在逻辑。\n此外，最新的中报里，张坤还有新的隐形重仓股面世，恐怕又会引起行业的讨论与关注。\n01\n“趋势外推”有风险\n张坤在中期报告中重点谈了他的股价定价方法，以及现在市场估值观点中的“风险”。\n他提及，在市场先生对一只股票出价时，是由两个因素决定的：第一个是投资者对未来盈利、自由现金流的金额和时机的共识；第二个是投资者采用何种贴现率将预期盈利、自由现金流折算成现值的共识。\n对于第一个因素未来盈利，“趋势外推”是投资者形成对未来判断的一个本能方法，即根据最新的经营数据判断企业的长期经营成果。\n然而，“趋势外推”有两方面风险：一方面是商业的经营是动态博弈的，当投资人对未来更乐观时，行业的参与者也会更加乐观，这时往往会对产业进行更大的投资，可能产生虽然需求快速增长，但供给增长更快的局面，这也是我们在过去发现很多增长十倍、甚至几十倍的行业并没有给投资者带来可观回报的最重要原因；\n另一方面，企业的增长会受行业天花板的制约，企业的快速增长往往并不能改变天花板的高度，只是改变了达到天花板的速度。\n02\n“贴现因素”重要性会不断减弱\n对于第二个因素贴现率，他着重指出“（贴现率的）变动是影响股价短期波动的重要因素，然而，随着投资者持有股票时间的不断延长，贴现因素的重要性是不断减弱的。”\n尤其是，“在长周期内，影响贴现率的两个因素，利率和风险偏好，都有一定的均值回归倾向。”\n这两句话的意思非常明确，即他认为，如今市场采用长期超低贴现率，来构建高目标价的估值方法可能存在问题。\n“今年的股票市场，呈现出对高成长企业的强烈偏好。在对企业出价时，对于第一个因素，投资人愿意对短期的乐观情况做趋势外推，对长期盈利能力乐观；对于第二个因素，投资人倾向于认为目前的低利率会长期维持下去。\n然而，根据前文的分析，在未来3-5年的时间维度中，这两个因素是否能一直维持不变？对于我们来说，或许需要以更加严苛的标准来挑选企业，问一下自己，如果股市关闭3-5年，我是否还有信心买这个企业的股票。”\n03\n三只新“隐形重仓股”\n张坤的持仓相对比较集中，除了前十大重仓股，在易方达中小盘的持仓中，能看到的占基金净值比超过1%的个股仅还有3只：中国国贸、双汇发展和国投电力。\n这3只个股在张坤2020年年报里均未现身。因此大概率这三只个股都是张坤在今年新挖掘和买入的。\n另外，从2021年上半年累计买入金额和期末持有金额对比，张坤目前的持股市值应该没有明显的盈利。\n \nWind信息显示，中国国贸是中国乃至全球规模最大、功能最齐全的综合性高档商务服务大型中外合资企业。公司主要从事商务服务设施的投资、经营和管理，包括高档甲级写字楼、商城、公寓等设施的出租及管理，高档酒店经营，大型展览及配套服务，停车设施服务等。\n以中国国贸为中心的CBD地区，已经形成了一个极具活力的经济商圈，辐射带动了周边经济的快速发展。\n此前中国国贸并不是一只机构关注较多的个股。截至2021年1季报，十大流通股东中，除了中国国际贸易中信有限公司、香港中央结算有限公司（陆股通）、易方达的社保基金1104组合，全都是个人股东。\n社保基金1104组合也只持有约600万股。而张坤持有了3900万股左右。累计买入金额超8亿元，期末公允价约7亿元。\n \n易方达中小盘持有双汇发展约1250万股，比2021年中报第十大流通股东兴全商业模式少了约108万股。\n从累计买入金额看，国投电力累计买入约3.73亿元，但是期末持有不到3.56亿元，也有可能略有浮亏。\n除了前十大重仓股，易方达蓝筹持仓中占净比超过1%的还有平安银行和锦欣生殖，都是此前在定期报告中有所痕迹的个股。\n易方达优质企业三年持有基金中，占净比超过1%的有一个新鲜面孔是海吉亚医疗。这是一只港股医药股。信息显示，这是一家以肿瘤科为核心的医疗集团。这只个股也现身了易方达蓝筹持仓中，占净值比约0.52%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813392083,"gmtCreate":1630128503042,"gmtModify":1704956380444,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"有望再升可买进•","listText":"有望再升可买进•","text":"有望再升可买进•","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813392083","repostId":"1184955585","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813391932,"gmtCreate":1630128184126,"gmtModify":1704956375736,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813391932","repostId":"1123404109","repostType":4,"repost":{"id":"1123404109","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":1630074213,"share":"https://www.laohu8.com/m/news/1123404109?lang=&edition=full","pubTime":"2021-08-27 22:23","market":"us","language":"zh","title":"纳指续创历史新高，AMD等科技股拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1123404109","media":"老虎资讯综合","summary":"8月27日，纳指涨幅扩大至0.9%，续创历史新高，AMD涨超3%，Netflix、英伟达涨超2%；道指上涨0.69%，标普500指数涨0.77%。","content":"<p>8月27日，纳指涨幅扩大至0.9%，续创历史新高，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超3%，<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%；道指上涨0.69%，标普500指数涨0.77%。</p>\n<p><img src=\"https://static.tigerbbs.com/8264447ec7a323b4e7581699bcb0bedb\" 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>纳指续创历史新高，AMD等科技股拉升</title>\n<style 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href=\"https://laohu8.com/S/AMD\">AMD</a>涨超3%，<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%；道指上涨0.69%，标普500指数涨0.77%。</p>\n<p><img src=\"https://static.tigerbbs.com/8264447ec7a323b4e7581699bcb0bedb\" 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/15e20574f8fb568333181d61bb200086","relate_stocks":{"AMD":"美国超微公司","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","QNETCN":"纳斯达克中美互联网老虎指数","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF",".IXIC":"NASDAQ 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target=\"_blank\" href=\"https://laohu8.com/U/3555926517215344\">@走马财经</a> 如果一切如常，白银时代的时间估计能持续到2025年左右。 但是，2020年末，随着蚂蚁金服的盛宴戛然而止，阿里巴巴的罚款珊珊来迟，美团的立案和社保风波推波助澜，字节跳动上市无疾而终，滴滴上市后的审查风暴一波未平一波又起。 一切都预示着，白银时代提前结束了。中国互联网或提前进入青铜时代。 <a href=\"https://laohu8.com/TW/152985491\" target=\"_blank\">瑞幸，危险又美丽</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3558740752146406\">@李永浩</a> 最近一个月，为了调研瑞幸<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> ，我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间，复盘了瑞幸从诞生以来的发展历程，研究了几个关键人物，调研了6个不同能级的城市店面的运营情况，做了几个相关人士深访。基本上把运营层面的事情摸清楚了。","listText":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： <a href=\"https://laohu8.com/TW/154879967\" target=\"_blank\">滴滴被查启示录：互联网行业或提前进入青铜时代</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3555926517215344\">@走马财经</a> 如果一切如常，白银时代的时间估计能持续到2025年左右。 但是，2020年末，随着蚂蚁金服的盛宴戛然而止，阿里巴巴的罚款珊珊来迟，美团的立案和社保风波推波助澜，字节跳动上市无疾而终，滴滴上市后的审查风暴一波未平一波又起。 一切都预示着，白银时代提前结束了。中国互联网或提前进入青铜时代。 <a href=\"https://laohu8.com/TW/152985491\" target=\"_blank\">瑞幸，危险又美丽</a> 发布者：<a target=\"_blank\" href=\"https://laohu8.com/U/3558740752146406\">@李永浩</a> 最近一个月，为了调研瑞幸<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> ，我正儿八经地梳理了中、美、日消费的发展趋势和咖啡行业的市场空间，复盘了瑞幸从诞生以来的发展历程，研究了几个关键人物，调研了6个不同能级的城市店面的运营情况，做了几个相关人士深访。基本上把运营层面的事情摸清楚了。","text":"嗨，虎友们好~这里是老虎社区每周更新的栏目“老虎周刊”。 “老虎周刊”精选老虎社区虎友们一周精华写作，希望对您的投资有所助力。 最好发现认识志同道合的虎友，一起投资一起成长。感谢虎友们支持，祝您投资顺利！ 下面进入一周榜单： 滴滴被查启示录：互联网行业或提前进入青铜时代 发布者：@走马财经 如果一切如常，白银时代的时间估计能持续到2025年左右。 但是，2020年末，随着蚂蚁金服的盛宴戛然而止，阿里巴巴的罚款珊珊来迟，美团的立案和社保风波推波助澜，字节跳动上市无疾而终，滴滴上市后的审查风暴一波未平一波又起。 一切都预示着，白银时代提前结束了。中国互联网或提前进入青铜时代。 瑞幸，危险又美丽 发布者：@李永浩 最近一个月，为了调研瑞幸$瑞幸咖啡(LKNCY)$ 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href=\"https://laohu8.com/S/JPM\">摩根大通</a></span><span>首予<a href=\"https://laohu8.com/S/01033\">中石化油服</a>(01033)中性评级，目标价0.9元。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{"01033":"中石化油服"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=90d54e22bd426973598e9dcb21ed12ec","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151553756","content_text":"凤凰网港股|摩根大通首予中石化油服(01033)中性评级，目标价0.9元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170684452,"gmtCreate":1626427058576,"gmtModify":1633926843771,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"还会再漲","listText":"还会再漲","text":"还会再漲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170684452","repostId":"2151575374","repostType":2,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869692190,"gmtCreate":1632277315810,"gmtModify":1632801536270,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"無話可说,大家看著作伴","listText":"無話可说,大家看著作伴","text":"無話可说,大家看著作伴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869692190","repostId":"1175070130","repostType":4,"repost":{"id":"1175070130","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":1632276838,"share":"https://www.laohu8.com/m/news/1175070130?lang=&edition=full","pubTime":"2021-09-22 10:13","market":"us","language":"zh","title":"市场专家警告耶伦：美国违约对金融体系冲击巨大","url":"https://stock-news.laohu8.com/highlight/detail?id=1175070130","media":"华尔街见闻","summary":"本周美国金融市场惊恐万分。定期向美国财政部提供建议的债券交易商和投资者委员会的领导人向美国财长耶伦强调，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。\n\n定期向美国财政部提供建议的债券","content":"<blockquote>\n 本周美国金融市场惊恐万分。定期向美国财政部提供建议的债券交易商和投资者委员会的领导人向美国财长耶伦强调，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。\n</blockquote>\n<p>定期向美国财政部提供建议的债券交易商和投资者委员会的领导人周二向美国财长耶伦强调，他们担心，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。</p>\n<p>美国债务上限在之前两年的暂停期结束后，于8月开启，迫使财政部采取“非常规措施”，以避免违约。</p>\n<p>华尔街见闻此前提及，美国财长耶伦周一警告称，如不提高债务上限，联邦政府将在10月份的某个时候耗尽资金而无法支付账单。</p>\n<p>而更早之前，耶伦就对金融监管机构发出警告：如果不能尽快提高债务上限，美国会在即将到来的10月出现债务违约，届时很可能给金融市场带来危机。</p>\n<p>美国财政部借款咨询委员会主席贝丝•哈马克(Beth Hammack)和副主席布莱恩•萨克(Brian Sack)在财政部网站上发布的信中写道：</p>\n<blockquote>\n 如果不解决债务上限问题，这一局面将使美国政府面临无法偿还债务的风险——这一结果将对美国国债市场造成严重后果，并最终对美国经济造成严重后果。\n</blockquote>\n<blockquote>\n 即使可以避免违约，围绕债务上限的持续谈判也可能造成不必要的波动，给市场参与者带来额外的运营费用，并对美国国债市场造成持久损害。\n</blockquote>\n<blockquote>\n 我们鼓励你们继续与国会合作，立即提高、暂停或取消债务上限，违约是不可想象的，即使是冒这种风险也将是鲁莽和不负责任的。\n</blockquote>\n<p>以上警告并非危言耸听，本周美国金融市场已经表现出惊恐万分的样子。</p>\n<p>不仅短期国债市场扭曲更加严重，标普500指数成分股的下降幅度也已达到2020年6月以来的最高水平，1年期美国主权信用违约互换更是直线拉升。</p>\n<p><img src=\"https://static.tigerbbs.com/188bae2ee6d691bc57751d011bae9f9a\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/53ad5921efa6349adddb2806a200c913\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fec7f1232f6cc8193642abb21dbbcbe8\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"></p>\n<p>本周，众议院民主党人正试图通过一项法案，将美国债务上限推迟到2022年国会选举之后，并暂时为政府提供资金，以避免本月底后政府关闭。</p>\n<p>Hammack和Sack在信中写道，美国两党围绕债务上限的持久战也可能引发人们对美国信誉产生怀疑。他们警告称，鉴于偿还本息的不确定性，部分美国国债甚至可能变得难以成交。</p>\n<p>2011年，标普评级就曾在一场旷日持久但最终成功提高债务上限的斗争后，下调了美国的信用评级。</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>市场专家警告耶伦：美国违约对金融体系冲击巨大</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场专家警告耶伦：美国违约对金融体系冲击巨大\n</h2>\n\n<h4 class=\"meta\">\n\n2021-09-22 10:13 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周美国金融市场惊恐万分。定期向美国财政部提供建议的债券交易商和投资者委员会的领导人向美国财长耶伦强调，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。\n\n定期向美国财政部提供建议的债券交易商和投资者委员会的领导人周二向美国财长耶伦强调，他们担心，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。\n美国债务上限在之前两年的暂停期结束后，于8月开启，迫使财政部采取“非常规...</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/3b94748254746975add4199d2ec0ee3d","relate_stocks":{"BND":"债券指数ETF-Vanguard美国","IEF":"债券指数ETF-iShares Barclays 7-10年","SHY":"债券指数ETF-iShares Barclays 1-3年国债","GOVT":"iShares安硕核心美国国债ETF","IEI":"iShares Barclays 3-7 Year Trea","TLT":"20+年以上美国国债ETF-iShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175070130","content_text":"本周美国金融市场惊恐万分。定期向美国财政部提供建议的债券交易商和投资者委员会的领导人向美国财长耶伦强调，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。\n\n定期向美国财政部提供建议的债券交易商和投资者委员会的领导人周二向美国财长耶伦强调，他们担心，如果国会不能取消或重新暂停债务上限，金融体系可能面临严重风险。\n美国债务上限在之前两年的暂停期结束后，于8月开启，迫使财政部采取“非常规措施”，以避免违约。\n华尔街见闻此前提及，美国财长耶伦周一警告称，如不提高债务上限，联邦政府将在10月份的某个时候耗尽资金而无法支付账单。\n而更早之前，耶伦就对金融监管机构发出警告：如果不能尽快提高债务上限，美国会在即将到来的10月出现债务违约，届时很可能给金融市场带来危机。\n美国财政部借款咨询委员会主席贝丝•哈马克(Beth Hammack)和副主席布莱恩•萨克(Brian Sack)在财政部网站上发布的信中写道：\n\n 如果不解决债务上限问题，这一局面将使美国政府面临无法偿还债务的风险——这一结果将对美国国债市场造成严重后果，并最终对美国经济造成严重后果。\n\n\n 即使可以避免违约，围绕债务上限的持续谈判也可能造成不必要的波动，给市场参与者带来额外的运营费用，并对美国国债市场造成持久损害。\n\n\n 我们鼓励你们继续与国会合作，立即提高、暂停或取消债务上限，违约是不可想象的，即使是冒这种风险也将是鲁莽和不负责任的。\n\n以上警告并非危言耸听，本周美国金融市场已经表现出惊恐万分的样子。\n不仅短期国债市场扭曲更加严重，标普500指数成分股的下降幅度也已达到2020年6月以来的最高水平，1年期美国主权信用违约互换更是直线拉升。\n\n本周，众议院民主党人正试图通过一项法案，将美国债务上限推迟到2022年国会选举之后，并暂时为政府提供资金，以避免本月底后政府关闭。\nHammack和Sack在信中写道，美国两党围绕债务上限的持久战也可能引发人们对美国信誉产生怀疑。他们警告称，鉴于偿还本息的不确定性，部分美国国债甚至可能变得难以成交。\n2011年，标普评级就曾在一场旷日持久但最终成功提高债务上限的斗争后，下调了美国的信用评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869699003,"gmtCreate":1632276962202,"gmtModify":1632801540948,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"大家如何看?","listText":"大家如何看?","text":"大家如何看?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869699003","repostId":"1138979827","repostType":4,"repost":{"id":"1138979827","pubTimestamp":1632272269,"share":"https://www.laohu8.com/m/news/1138979827?lang=&edition=full","pubTime":"2021-09-22 08:57","market":"sh","language":"zh","title":"经济日报刊文：楼市调控应注意满足刚需","url":"https://stock-news.laohu8.com/highlight/detail?id=1138979827","media":"华尔街见闻","summary":"对于刚需群体的真实买房需求，调控政策还要更加“友好”，渠道应进一步拓宽。保障他们的买房需求，有利于释放市场增量，促进楼市平稳健康发展。\n\n近日，两组关于房地产市场的数据引发广泛关注。一方面，最新发布的","content":"<blockquote>\n 对于刚需群体的真实买房需求，调控政策还要更加“友好”，渠道应进一步拓宽。保障他们的买房需求，有利于释放市场增量，促进楼市平稳健康发展。\n</blockquote>\n<p>近日，两组关于房地产市场的数据引发广泛关注。一方面，最新发布的70个大中城市房价数据显示，无论新房还是二手房，涨幅下降的城市数量较上月均继续增加，创年内新高；另一方面，今年以来各地房地产调控累计突破400次，楼市调控次数创历史新高。密集的调控举措，对于抑制投机炒房、稳定楼市预期起到了重要作用。下一步，调控政策应更加优化，不断满足刚需群体的购房需求。</p>\n<p>同为购房群体，炒房客和刚需群体的诉求有本质区别。炒房客通过购买房产实现增值获利，旨在放大房子的投资功能；刚需群体买房则是为了满足自住需求，利用的是房子的居住功能。中央强调坚持“房住不炒”定位，就是让房子回归居住本质。从这个角度看，打击炒房客是楼市调控政策始终坚持的发力点。</p>\n<p>梳理各地调控举措不难发现，楼市正进入双向调控模式。一些城市为了防止房价过快上涨，不断给楼市“打补丁”，及时出台形式多样的调控政策。比如，有的地方推出“‘离婚购房’计入家庭购房总套数”举措，有些地方把“法拍房”纳入限购范畴。与此同时，岳阳、惠州、唐山等多地相继发布楼市“限跌令”，就房价过快下跌出台指导性意见。精细化的调控政策，有效抑制了投机性需求，净化了房地产市场，客观上也为刚需群体买房创造了有利条件。</p>\n<p>也要看到，楼市调控的精细化，不仅要体现在调控方式的“花样百出”上，更要体现在以人为本的思路上。<b>对于刚需群体的真实买房需求，调控政策还要更加“友好”，渠道应进一步拓宽。调查显示，现在大城市里有不少新市民和青年人靠租房居住，这一群体有着强烈的购房需求，却大多处于事业上升期，经济条件还不够坚实，保障他们的买房需求，有利于释放市场增量，促进楼市平稳健康发展。</b></p>\n<p>从这个角度看，细分炒房客和刚需人群，对于优化调控政策有着积极的意义。<b>由于炒房客天然具备相当的变通能力及资本融通实力，刚需群体在现实中容易受到“误伤”。</b>今后，相关部门可利用大数据等先进技术手段，对调控范围内购房人群作出区分，并探索在持有环节做做文章，对调控政策在不同群体中可能造成的影响作出更充分更精准的预判，尽最大能力防止“误伤”刚需群体。</p>\n<p>本文作者：郭存举，来源：经济日报，原文标题：《楼市调控应注意满足刚需》</p>","source":"highlight_wallstreetcn","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经济日报刊文：楼市调控应注意满足刚需\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 08:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3640841><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于刚需群体的真实买房需求，调控政策还要更加“友好”，渠道应进一步拓宽。保障他们的买房需求，有利于释放市场增量，促进楼市平稳健康发展。\n\n近日，两组关于房地产市场的数据引发广泛关注。一方面，最新发布的70个大中城市房价数据显示，无论新房还是二手房，涨幅下降的城市数量较上月均继续增加，创年内新高；另一方面，今年以来各地房地产调控累计突破400次，楼市调控次数创历史新高。密集的调控举措，对于抑制投机...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640841\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3640841","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1138979827","content_text":"对于刚需群体的真实买房需求，调控政策还要更加“友好”，渠道应进一步拓宽。保障他们的买房需求，有利于释放市场增量，促进楼市平稳健康发展。\n\n近日，两组关于房地产市场的数据引发广泛关注。一方面，最新发布的70个大中城市房价数据显示，无论新房还是二手房，涨幅下降的城市数量较上月均继续增加，创年内新高；另一方面，今年以来各地房地产调控累计突破400次，楼市调控次数创历史新高。密集的调控举措，对于抑制投机炒房、稳定楼市预期起到了重要作用。下一步，调控政策应更加优化，不断满足刚需群体的购房需求。\n同为购房群体，炒房客和刚需群体的诉求有本质区别。炒房客通过购买房产实现增值获利，旨在放大房子的投资功能；刚需群体买房则是为了满足自住需求，利用的是房子的居住功能。中央强调坚持“房住不炒”定位，就是让房子回归居住本质。从这个角度看，打击炒房客是楼市调控政策始终坚持的发力点。\n梳理各地调控举措不难发现，楼市正进入双向调控模式。一些城市为了防止房价过快上涨，不断给楼市“打补丁”，及时出台形式多样的调控政策。比如，有的地方推出“‘离婚购房’计入家庭购房总套数”举措，有些地方把“法拍房”纳入限购范畴。与此同时，岳阳、惠州、唐山等多地相继发布楼市“限跌令”，就房价过快下跌出台指导性意见。精细化的调控政策，有效抑制了投机性需求，净化了房地产市场，客观上也为刚需群体买房创造了有利条件。\n也要看到，楼市调控的精细化，不仅要体现在调控方式的“花样百出”上，更要体现在以人为本的思路上。对于刚需群体的真实买房需求，调控政策还要更加“友好”，渠道应进一步拓宽。调查显示，现在大城市里有不少新市民和青年人靠租房居住，这一群体有着强烈的购房需求，却大多处于事业上升期，经济条件还不够坚实，保障他们的买房需求，有利于释放市场增量，促进楼市平稳健康发展。\n从这个角度看，细分炒房客和刚需人群，对于优化调控政策有着积极的意义。由于炒房客天然具备相当的变通能力及资本融通实力，刚需群体在现实中容易受到“误伤”。今后，相关部门可利用大数据等先进技术手段，对调控范围内购房人群作出区分，并探索在持有环节做做文章，对调控政策在不同群体中可能造成的影响作出更充分更精准的预判，尽最大能力防止“误伤”刚需群体。\n本文作者：郭存举，来源：经济日报，原文标题：《楼市调控应注意满足刚需》","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869606664,"gmtCreate":1632276516058,"gmtModify":1632801545377,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"是時候买进了|","listText":"是時候买进了|","text":"是時候买进了|","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869606664","repostId":"1198958180","repostType":4,"isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896798449,"gmtCreate":1628604287581,"gmtModify":1633745798294,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"分享好新闻'大家一起进来看","listText":"分享好新闻'大家一起进来看","text":"分享好新闻'大家一起进来看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896798449","repostId":"1147375066","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896231875,"gmtCreate":1628583752897,"gmtModify":1633745970168,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"牛市快到了","listText":"牛市快到了","text":"牛市快到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896231875","repostId":"1115716845","repostType":4,"repost":{"id":"1115716845","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":1628577083,"share":"https://www.laohu8.com/m/news/1115716845?lang=&edition=full","pubTime":"2021-08-10 14:31","market":"hk","language":"zh","title":"港股涨幅扩大！恒指涨1%，恒生科技指数涨2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115716845","media":"老虎资讯综合","summary":"8月10日，港股三大指数午后涨幅进一步扩大，恒指涨1%，国指涨1.6%，恒生科技指数大涨2%。\n大型科网股全线回暖，美团-W、微盟集团涨超8%，京东健康、腾讯控股、哔哩哔哩-SW、阿里健康、金山软件涨","content":"<p>8月10日，港股三大指数午后涨幅进一步扩大，恒指涨1%，国指涨1.6%，恒生科技指数大涨2%。</p>\n<p>大型科网股全线回暖，美团-W、<a href=\"https://laohu8.com/S/02013\">微盟集团</a>涨超8%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/03888\">金山软件</a>涨超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/a58e6c585b6738e22433d2f14d4e9dd1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c28f8bec89c008440d42e5b07bbdee19\" 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>港股涨幅扩大！恒指涨1%，恒生科技指数涨2%</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港股涨幅扩大！恒指涨1%，恒生科技指数涨2%\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\">2021-08-10 14:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月10日，港股三大指数午后涨幅进一步扩大，恒指涨1%，国指涨1.6%，恒生科技指数大涨2%。</p>\n<p>大型科网股全线回暖，美团-W、<a href=\"https://laohu8.com/S/02013\">微盟集团</a>涨超8%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/03888\">金山软件</a>涨超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/a58e6c585b6738e22433d2f14d4e9dd1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c28f8bec89c008440d42e5b07bbdee19\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115716845","content_text":"8月10日，港股三大指数午后涨幅进一步扩大，恒指涨1%，国指涨1.6%，恒生科技指数大涨2%。\n大型科网股全线回暖，美团-W、微盟集团涨超8%，京东健康、腾讯控股、哔哩哔哩-SW、阿里健康、金山软件涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891249936,"gmtCreate":1628394789725,"gmtModify":1633747398466,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891249936","repostId":"1129029030","repostType":4,"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170650471,"gmtCreate":1626428770693,"gmtModify":1633926828426,"author":{"id":"3562128072371791","authorId":"3562128072371791","name":"EdmundLee","avatar":"https://static.tigerbbs.com/e770f72e24c2f18c2c06314e56ef4e95","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562128072371791","authorIdStr":"3562128072371791"},"themes":[],"htmlText":"目前只是1,05 至 1.06 何时才会漲?","listText":"目前只是1,05 至 1.06 何时才会漲?","text":"目前只是1,05 至 1.06 何时才会漲?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170650471","repostId":"2150856775","repostType":2,"repost":{"id":"2150856775","pubTimestamp":1626057437,"share":"https://www.laohu8.com/m/news/2150856775?lang=&edition=full","pubTime":"2021-07-12 10:37","market":"us","language":"zh","title":"*花旗下调铁塔(00788.HK)目标价至1.17元  评级「中性」","url":"https://stock-news.laohu8.com/highlight/detail?id=2150856775","media":"AAFN","summary":"~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1111705&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1111705&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28009f8e87ba9680b5b94d59ba7ac119","relate_stocks":{"00788":"中国铁塔"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1111705&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2150856775","content_text":"~阿思达克财经新闻网址: 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23.5亿元，同比增长 32.2%；实现归母净利润 6.5 亿元，同比增长 41.6%；实现扣非净利润5.7亿元，同比增长 32.2%。单季度来看，二季度实现营收 12.4亿元，同比增长 6.1％；实现归母净利润 3.4 亿元，同比增加 0.5%。对于净利增长的原因，石头科技称，主要归结于毛利较高的自有品牌销售占比上升、海外市场扩展两方面。从业务经营看，石头科技选择拓展自有品牌销售渠道，加大品牌宣传推广。2021年1-6月，石头科技共销售1230482台扫地机器人，销售收入为22.6亿元。其中，公司自有品牌扫地机器人实现销售1196226台，销售收入为22.26亿元，收入占比提升至 94.8%。。另一方面，石头科技海外业务收入也有所增长。2021上半年，石头科技境外收入12.55亿元，同比增长124.14%。不过，在原材料涨价和芯片短缺背景下，由于自有品牌产品销售额占比从 11.9%提升至 98.2%，使得毛利率仍得到逆势提升。报告期内，","listText":"目前，各公司已经逐步进入公布业绩的尾声，石头科技也在昨晚姗姗来迟公布了自己的半年报。营收净利的双增长并没有使石头科技今日的股价疯涨，反而是大跌了近20%。不过，股价大涨大跌对石头科技来说，并不新鲜。自6月21日，石头科技股价冲至高点1492.94元后，石头科技便一路坐上了“过山车”。画个时间轴，来看石头科技股票市场的快速切换。从6月21日至7月28日，石头科技股价最高达1492.94元，最低跌至980元，一个多月间股价震荡下跌34%，市值蒸发340亿。此后石头科技股价重回至1337元（8月23日收盘价），不足一月波动上涨超25%。短短两月，石头科技股价振幅之大让市场为之侧目。不过，资本市场的任何风吹草动，往往都是企业经营层面的某种映照。究竟是何缘由，让这颗石头如此“疯狂”？01自有品牌销量增长根据昨天发布的业绩来看，石头科技上半年实现营收 23.5亿元，同比增长 32.2%；实现归母净利润 6.5 亿元，同比增长 41.6%；实现扣非净利润5.7亿元，同比增长 32.2%。单季度来看，二季度实现营收 12.4亿元，同比增长 6.1％；实现归母净利润 3.4 亿元，同比增加 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