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2021-10-24

Hong Kong stock market seems undervalued, the few indices that fall this year to date.

激烈的一周！全球股市大分化，后市该如何面对？

2021-11-10

Sri Trang Agro Prospects

Sri Trang Agro-Industry is the world's leading fully integrated natural rubber company with gloves manufacturing capabilities. Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.

Sri Trang Agro Prospects

2021-11-21

Sasseur REIT ROFR asset

In the latest presentation slides uploaded onto SGX website, it was mentioned that Sasseur (Xi’an) Outlet Mall had > RMB 1.5 Billion sales revenue in 2020. This was higher than Sasseur Hefei outlet mall. Sasseur (Xi’an) Outlet Mall is one of the two Right Of First Refusal (ROFR) asset for Sasseur REIT to acquire.

Sasseur REIT ROFR asset

2021-11-10

Semiconductor usage in cars is experiencing rapid growth due to electrification of cars.

抱歉，原内容已删除

2021-10-26

I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.

抱歉，原内容已删除

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REIT ROFR asset","htmlText":"In the latest presentation slides uploaded onto SGX website, it was mentioned that&nbsp;Sasseur (Xi’an) Outlet Mall had &gt; RMB 1.5 Billion sales revenue in 2020. 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Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.&nbsp;","listText":"Sri Trang Agro-Industry is the world's leading fully integrated natural rubber company with gloves manufacturing capabilities. Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.&nbsp;","text":"Sri Trang Agro-Industry is the world's leading fully integrated natural rubber company with gloves manufacturing capabilities. Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847660939","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852983481,"gmtCreate":1635234993754,"gmtModify":1635235070092,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"htmlText":"I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.","listText":"I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.","text":"I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852983481","repostId":"2178472794","repostType":4,"repost":{"id":"2178472794","kind":"news","pubTimestamp":1635233402,"share":"https://www.laohu8.com/m/news/2178472794?lang=&edition=full","pubTime":"2021-10-26 15:30","market":"hk","language":"zh","title":"美银长期通胀指标爆表，再次证明物价飙升非“暂时”","url":"https://stock-news.laohu8.com/highlight/detail?id=2178472794","media":"智通财经","summary":"今年早些时候，正当华尔街开始痴迷于区分短期通胀和非短期通胀(即永久性通胀)时，美国银行推出了两个追踪指标——短期通胀和非短期通胀指标。\n起初，虽然短期通胀指标为100，或可能的最高水平，但非短期通胀指","content":"<p>今年早些时候，正当华尔街开始痴迷于区分短期通胀和非短期通胀(即永久性通胀)时，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>推出了两个追踪指标——短期通胀和非短期通胀指标。</p>\n<p>起初，虽然短期通胀指标为100，或可能的最高水平，但非短期通胀指标较为温和，5月份仅为37(指标达100即通胀达历史高点，-100即通胀为历史低点)。</p>\n<p>然而，一个月后，形势发生了改变，“临时”通胀指标可能处于最高水平，而且，“非临时”通胀指标在6月份翻了一番，达到75。</p>\n<p><img src=\"https://static.tigerbbs.com/efcbefa15368bdb5a0d803606183d0f1\" tg-width=\"704\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>即使一些临时的部分价格因素有所回落，比如二手车价格和机票价格，但随着租金和买房等的物价大幅上涨，“通胀暂时论”开始站不住脚。</p>\n<p>美国9月份核心CPI环比上涨了0.24%，同比上涨4%;业主等价租金(OER)和主要住宅租金分别环比上涨0.43%和0.45%，远远高于之前环比上涨0.2-0.3%的趋势，这表明价格持续上涨的压力要大得多。</p>\n<p>与此同时，通胀的短期驱动因素则更为温和。一方面，与经济重新开放相关的部分商品类别价格下降，服装和二手车等一些商品也是如此。另一方面，新车价格和家居用品价格上涨。然而，追踪二手车价格的指标Manheim Used Car Index飙升至历史新高;这意味着接下来发布的CPI数据将会反映，短期和非短期的通胀因素部分大幅上升。</p>\n<p>与租金走势一致的是，美国银行的美国非短期通胀指标表明通胀不是“暂时的”，该指标从此前的80升至9月份的96，“表明周期性价格压力处于历史高位”。与此同时，尽管9月份短期通胀指标同比有所降温，但仍处于历史高位。因此，美国银行的美国短期通胀指标连续6个月为100。</p>\n<p><img src=\"https://static.tigerbbs.com/c51a54fc7f87b7ccb2ec77579b0d5303\" tg-width=\"568\" tg-height=\"252\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>如下图所示，该数据在历史上(从1995年开始记录起)，从未出现过短期通胀和非短期通胀同时处于历史高位的情况。</p>\n<p><img src=\"https://static.tigerbbs.com/dca37208a0107451a42ed1a1148d3c9f\" tg-width=\"572\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/a845c6f26a2ed65c347920377a504da5\" tg-width=\"575\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>周一，前美联储主席格林斯潘(Alan Greenspan)表示，他认为通胀显著上升的威胁持续存在；格林斯潘表示，美国将出现远超2%的持续性通胀。</p>\n<p>上周五，美国5年期通胀保值债券(TIPS)损益平衡通胀率有史以来首次突破3%，这一数据表明了当前交易员们预计的消费者价格指数(CPI)上涨速度。这一比率攀升了足足9个多基点，达到3.007%，这是美国金融数据商统计的自2002年以来的最高记录。</p>\n<p><img src=\"https://static.tigerbbs.com/84e12d6d7c3d885ccd86e7895a6d2e69\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>双线资本(DoubleLine Capital)创始人兼首席执行官冈拉克表示，美国消费者价格通胀可能会在2021年保持高位，并至少在2022年之前保持在4%以上。冈拉克援引来自住房成本和工资上涨的压力，他认为当前的高通胀并不是暂时性的，相反很可能会持续到未来很长时间。</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>美银长期通胀指标爆表，再次证明物价飙升非“暂时”</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{ 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}\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美银长期通胀指标爆表，再次证明物价飙升非“暂时”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 15:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/582327.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年早些时候，正当华尔街开始痴迷于区分短期通胀和非短期通胀(即永久性通胀)时，美国银行推出了两个追踪指标——短期通胀和非短期通胀指标。\n起初，虽然短期通胀指标为100，或可能的最高水平，但非短期通胀指标较为温和，5月份仅为37(指标达100即通胀达历史高点，-100即通胀为历史低点)。\n然而，一个月后，形势发生了改变，“临时”通胀指标可能处于最高水平，而且，“非临时”通胀指标在6月份翻了一番，达到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/582327.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/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"BAC":"美国银行"},"source_url":"http://www.zhitongcaijing.com/content/detail/582327.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178472794","content_text":"今年早些时候，正当华尔街开始痴迷于区分短期通胀和非短期通胀(即永久性通胀)时，美国银行推出了两个追踪指标——短期通胀和非短期通胀指标。\n起初，虽然短期通胀指标为100，或可能的最高水平，但非短期通胀指标较为温和，5月份仅为37(指标达100即通胀达历史高点，-100即通胀为历史低点)。\n然而，一个月后，形势发生了改变，“临时”通胀指标可能处于最高水平，而且，“非临时”通胀指标在6月份翻了一番，达到75。\n\n即使一些临时的部分价格因素有所回落，比如二手车价格和机票价格，但随着租金和买房等的物价大幅上涨，“通胀暂时论”开始站不住脚。\n美国9月份核心CPI环比上涨了0.24%，同比上涨4%;业主等价租金(OER)和主要住宅租金分别环比上涨0.43%和0.45%，远远高于之前环比上涨0.2-0.3%的趋势，这表明价格持续上涨的压力要大得多。\n与此同时，通胀的短期驱动因素则更为温和。一方面，与经济重新开放相关的部分商品类别价格下降，服装和二手车等一些商品也是如此。另一方面，新车价格和家居用品价格上涨。然而，追踪二手车价格的指标Manheim Used Car Index飙升至历史新高;这意味着接下来发布的CPI数据将会反映，短期和非短期的通胀因素部分大幅上升。\n与租金走势一致的是，美国银行的美国非短期通胀指标表明通胀不是“暂时的”，该指标从此前的80升至9月份的96，“表明周期性价格压力处于历史高位”。与此同时，尽管9月份短期通胀指标同比有所降温，但仍处于历史高位。因此，美国银行的美国短期通胀指标连续6个月为100。\n\n如下图所示，该数据在历史上(从1995年开始记录起)，从未出现过短期通胀和非短期通胀同时处于历史高位的情况。\n\n\n周一，前美联储主席格林斯潘(Alan Greenspan)表示，他认为通胀显著上升的威胁持续存在；格林斯潘表示，美国将出现远超2%的持续性通胀。\n上周五，美国5年期通胀保值债券(TIPS)损益平衡通胀率有史以来首次突破3%，这一数据表明了当前交易员们预计的消费者价格指数(CPI)上涨速度。这一比率攀升了足足9个多基点，达到3.007%，这是美国金融数据商统计的自2002年以来的最高记录。\n\n双线资本(DoubleLine Capital)创始人兼首席执行官冈拉克表示，美国消费者价格通胀可能会在2021年保持高位，并至少在2022年之前保持在4%以上。冈拉克援引来自住房成本和工资上涨的压力，他认为当前的高通胀并不是暂时性的，相反很可能会持续到未来很长时间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858857806,"gmtCreate":1635039292142,"gmtModify":1635039292230,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"htmlText":"Hong Kong stock market seems undervalued, the few indices that fall this year to date.","listText":"Hong Kong stock market seems undervalued, the few indices that fall this year to date.","text":"Hong Kong stock market seems undervalued, the few indices that fall this year to date.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858857806","repostId":"1130212448","repostType":4,"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":858857806,"gmtCreate":1635039292142,"gmtModify":1635039292230,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"htmlText":"Hong Kong stock market seems undervalued, the few indices that fall this year to date.","listText":"Hong Kong stock market seems undervalued, the few indices that fall this year to date.","text":"Hong Kong stock market seems undervalued, the few indices that fall this year to date.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858857806","repostId":"1130212448","repostType":4,"repost":{"id":"1130212448","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1635034868,"share":"https://www.laohu8.com/m/news/1130212448?lang=&edition=full","pubTime":"2021-10-24 08:21","market":"hk","language":"zh","title":"激烈的一周！全球股市大分化，后市该如何面对？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130212448","media":"Wind万得","summary":"过去的一周，全球主要国家股市表现天壤之别，大宗商品也在经历大波动。从国外到国内，市场分化都在激烈地上演着，后期投资该如何面对？\n//全球股市差异大  //\n股市方面，本周（10月18日至22日），全球","content":"<p>过去的一周，全球主要国家股市表现天壤之别，大宗商品也在经历大波动。从国外到国内，市场分化都在激烈地上演着，后期投资该如何面对？</p>\n<p><b>//全球股市差异大&nbsp; //</b></p>\n<p>股市方面，本周（10月18日至22日），全球主要国家或地区股市分化较大。Wind数据显示，<b>中国香港的恒生指数最强，一周大幅上涨3.14%遥遥领先。</b>紧随其后美股标普500、多伦多300指数、纳斯达克指数、芬兰OMX全指和道琼斯工业指周涨幅均超过1%。值得一提的是标普500、多伦多300指数以及道指都创出历史新高，表现异常的强劲。</p>\n<p>与美股等强势不同，巴西、墨西哥、俄罗斯、西班牙、英国、韩国和德国等主要股指却纷纷走低。尤其是<b>巴西IBOVESPA指数大幅下挫了7.28%，而且创出11个多月的新低。</b></p>\n<p>另外国内A股三大股指表现适中，上证指数、深成指和创业板指均以小幅上涨报收，整体涨幅在0.5%上下，虽没有美股那么强势，但也比欧洲、日韩等国家要强。</p>\n<p><img src=\"https://static.tigerbbs.com/7e5b12d3058b63ffa654ce48112b0c18\" tg-width=\"680\" tg-height=\"1081\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>除了不同国家和地区间的差异，同一国家内部多个股指也有较大差异。如美股虽然整体较强势，但三大股指也分化加大。其中<b>标普500指数和道指已创出历史新高，而纳指离前期新高还有不小的距离，随着周五的下跌，短期创新高的可能性有望再次破灭。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e2f7a7c4065efc409d9ae11e19e5e979\" tg-width=\"400\" tg-height=\"935\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而A股中外资对沪深股市追捧的差异也较大。周五北向资金再度大幅净买入131.82亿元，刷新6月25日以来新高。其中<b>净买入沪市个股达72.12亿，大幅高于深市个股59.7亿。</b></p>\n<p><img src=\"https://static.tigerbbs.com/5fb8c738450032f6d354d5f132f373b5\" tg-width=\"671\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>//能源大宗商品经历大波动&nbsp; //</b></p>\n<p>本周全球大宗商品最吸人眼球的一幕莫过于<b>国内动力煤期货主力合约连续三个跌停，一周大幅下跌19.09%。</b>10月22日夜盘交易虽没有再度跌停，但依然再度大幅下跌5.35%，盘中一度跌破1300元/吨。</p>\n<p><img src=\"https://static.tigerbbs.com/0d9571c31b3dd887cd6f489a92eb8212\" tg-width=\"375\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>国内除了动力煤，能源化工方面还有焦煤、橡胶、纸浆、尿素、纯碱、玻璃等大宗期货品种也连续走低，而且部分品种已经创出近1年新低。</p>\n<p><img src=\"https://static.tigerbbs.com/0a7b1e20fcdddf7bdd2e65c07eccd07e\" tg-width=\"373\" tg-height=\"878\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>虽然国内不少大宗商品在纷纷下跌，但<b>全球主要能源石油、天然气等仍在不断走高。周五国际油价全线走高，美油12月合约涨1.79%报83.98美元/桶，创出7年来新高。</b>布油12月合约涨1.37%报85.77美元/桶，离2018年10月份高点86.74美元/桶仅一步之遥。</p>\n<p><img src=\"https://static.tigerbbs.com/93b66cfa694256c2892e3f2987f92778\" tg-width=\"374\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>//后市展望&nbsp; //</b></p>\n<p>进入四季度，疫情演变或会影响经济复苏进程，欧美央行货币政策面临调整，全球金融市场流动性面临收紧。相关市场波动和金融风险值得关注。</p>\n<p><b>股市方面：</b></p>\n<p>对冲基金经理大卫•泰珀(David Tepper)以利率和通货膨胀的不确定性为理由，开始对股市持谨慎态度。</p>\n<p>“我不认为这是一个很好的投资，”泰珀说。“我只是不知道明年的利率走势会如何，我不认为现在有什么好的资产类别。”</p>\n<p>自疫情爆发以来，美联储一直将基准短期利率维持在接近零的水平。最近几周，官员们表示，他们准备开始缩减月度资产购买规模，可能从11月开始。</p>\n<p>纽约梅隆银行投资者解决方案公司的首席投资官斯蒂芬•科拉诺谈到今年标准普尔500指数上涨了20%。因此，投资者开始看到一些获利回吐。投资者首先关注的是那些跑得最快的公司，其中有很多是科技公司。”</p>\n<p>而A股方面，本周北向资金累计净买入233亿元，从历史数据来看，自2014年11月沪港通开启以来，北向资金单周流入金额超过200亿共出现过28次，本周233亿元排在历史第17位。今年5月底，北向资金单周净流入468亿元，位居历史首位。</p>\n<p>而在北向资金大幅涌入后，A股市场后市继续上涨的概率较大。Wind数据统计显示，<b>在北向资金涌入后一周，上证指数有15次上涨，12次下跌，上涨概率为56%。</b></p>\n<p>时间拉长来看，<b>涌入后一月，上证指数有18次获得正收益，上涨概率提升至67%，涨幅均值为3.62%，涨幅中位数为2.46%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/5b85b888dda85f9366d9e948e53ac512\" tg-width=\"796\" tg-height=\"1409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>大宗商品方面：</b></p>\n<p>分析师仍预期能源在今年冬天有进一步上涨的空间，至少短期市场基本面是这样的。</p>\n<p>全球库存已降至疫情前的五年平均水平以下，库存正在枯竭，而在生产商对供应的反应减弱之际，需求出现反弹。<b>欧洲和亚洲的能源危机，以及创纪录的天然气和煤炭价格，为未来几个月看涨石油提供了更多理由，因为从天然气到燃料油和柴油等石油产品的转变已经开始，尤其是在亚洲。</b></p>\n<p>在需求方面，经济复苏和流动性推动了近几个月的全球石油需求上升，导致库存下降，使全球库存降至近期平均水平以下。</p>\n<p>截至本周最新报告，美国商业原油库存为4.27亿桶，较今年同期的五年平均水平低约6%。国际能源署(IEA)最新数据显示，汽油库存较五年平均水平低约2%，馏分油库存低9%，丙烷/丙烯库存较今年同期的五年平均水平低21%。</p>\n<p>IEA上周在其最新月度报告中表示，经合组织8月份的商业库存比疫情前的五年平均水平低1.62亿桶。美国、欧洲和日本的初步数据显示，9月份陆上石油库存进一步减少2,300万桶。</p>\n<p>IEA表示，<b>从全球来看，第三季度成品油余额“显示出八年来最大的缺口，</b>这解释了尽管原油价格大幅上涨，但9月份炼油利润率仍强劲增长的原因。”</p>\n<p>IEA指出，与没有天然气和煤炭紧缺的“正常”市场相比，欧洲和亚洲的能源危机可能使全球石油需求增加50万桶/天，并提高了2021年和2022年的全球石油需求预测。</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>激烈的一周！全球股市大分化，后市该如何面对？</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; 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.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激烈的一周！全球股市大分化，后市该如何面对？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-10-24 08:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>过去的一周，全球主要国家股市表现天壤之别，大宗商品也在经历大波动。从国外到国内，市场分化都在激烈地上演着，后期投资该如何面对？</p>\n<p><b>//全球股市差异大&nbsp; //</b></p>\n<p>股市方面，本周（10月18日至22日），全球主要国家或地区股市分化较大。Wind数据显示，<b>中国香港的恒生指数最强，一周大幅上涨3.14%遥遥领先。</b>紧随其后美股标普500、多伦多300指数、纳斯达克指数、芬兰OMX全指和道琼斯工业指周涨幅均超过1%。值得一提的是标普500、多伦多300指数以及道指都创出历史新高，表现异常的强劲。</p>\n<p>与美股等强势不同，巴西、墨西哥、俄罗斯、西班牙、英国、韩国和德国等主要股指却纷纷走低。尤其是<b>巴西IBOVESPA指数大幅下挫了7.28%，而且创出11个多月的新低。</b></p>\n<p>另外国内A股三大股指表现适中，上证指数、深成指和创业板指均以小幅上涨报收，整体涨幅在0.5%上下，虽没有美股那么强势，但也比欧洲、日韩等国家要强。</p>\n<p><img src=\"https://static.tigerbbs.com/7e5b12d3058b63ffa654ce48112b0c18\" tg-width=\"680\" tg-height=\"1081\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>除了不同国家和地区间的差异，同一国家内部多个股指也有较大差异。如美股虽然整体较强势，但三大股指也分化加大。其中<b>标普500指数和道指已创出历史新高，而纳指离前期新高还有不小的距离，随着周五的下跌，短期创新高的可能性有望再次破灭。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e2f7a7c4065efc409d9ae11e19e5e979\" tg-width=\"400\" tg-height=\"935\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而A股中外资对沪深股市追捧的差异也较大。周五北向资金再度大幅净买入131.82亿元，刷新6月25日以来新高。其中<b>净买入沪市个股达72.12亿，大幅高于深市个股59.7亿。</b></p>\n<p><img src=\"https://static.tigerbbs.com/5fb8c738450032f6d354d5f132f373b5\" tg-width=\"671\" tg-height=\"451\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>//能源大宗商品经历大波动&nbsp; //</b></p>\n<p>本周全球大宗商品最吸人眼球的一幕莫过于<b>国内动力煤期货主力合约连续三个跌停，一周大幅下跌19.09%。</b>10月22日夜盘交易虽没有再度跌停，但依然再度大幅下跌5.35%，盘中一度跌破1300元/吨。</p>\n<p><img src=\"https://static.tigerbbs.com/0d9571c31b3dd887cd6f489a92eb8212\" tg-width=\"375\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>国内除了动力煤，能源化工方面还有焦煤、橡胶、纸浆、尿素、纯碱、玻璃等大宗期货品种也连续走低，而且部分品种已经创出近1年新低。</p>\n<p><img src=\"https://static.tigerbbs.com/0a7b1e20fcdddf7bdd2e65c07eccd07e\" tg-width=\"373\" tg-height=\"878\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>虽然国内不少大宗商品在纷纷下跌，但<b>全球主要能源石油、天然气等仍在不断走高。周五国际油价全线走高，美油12月合约涨1.79%报83.98美元/桶，创出7年来新高。</b>布油12月合约涨1.37%报85.77美元/桶，离2018年10月份高点86.74美元/桶仅一步之遥。</p>\n<p><img src=\"https://static.tigerbbs.com/93b66cfa694256c2892e3f2987f92778\" tg-width=\"374\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>//后市展望&nbsp; //</b></p>\n<p>进入四季度，疫情演变或会影响经济复苏进程，欧美央行货币政策面临调整，全球金融市场流动性面临收紧。相关市场波动和金融风险值得关注。</p>\n<p><b>股市方面：</b></p>\n<p>对冲基金经理大卫•泰珀(David Tepper)以利率和通货膨胀的不确定性为理由，开始对股市持谨慎态度。</p>\n<p>“我不认为这是一个很好的投资，”泰珀说。“我只是不知道明年的利率走势会如何，我不认为现在有什么好的资产类别。”</p>\n<p>自疫情爆发以来，美联储一直将基准短期利率维持在接近零的水平。最近几周，官员们表示，他们准备开始缩减月度资产购买规模，可能从11月开始。</p>\n<p>纽约梅隆银行投资者解决方案公司的首席投资官斯蒂芬•科拉诺谈到今年标准普尔500指数上涨了20%。因此，投资者开始看到一些获利回吐。投资者首先关注的是那些跑得最快的公司，其中有很多是科技公司。”</p>\n<p>而A股方面，本周北向资金累计净买入233亿元，从历史数据来看，自2014年11月沪港通开启以来，北向资金单周流入金额超过200亿共出现过28次，本周233亿元排在历史第17位。今年5月底，北向资金单周净流入468亿元，位居历史首位。</p>\n<p>而在北向资金大幅涌入后，A股市场后市继续上涨的概率较大。Wind数据统计显示，<b>在北向资金涌入后一周，上证指数有15次上涨，12次下跌，上涨概率为56%。</b></p>\n<p>时间拉长来看，<b>涌入后一月，上证指数有18次获得正收益，上涨概率提升至67%，涨幅均值为3.62%，涨幅中位数为2.46%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/5b85b888dda85f9366d9e948e53ac512\" tg-width=\"796\" tg-height=\"1409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>大宗商品方面：</b></p>\n<p>分析师仍预期能源在今年冬天有进一步上涨的空间，至少短期市场基本面是这样的。</p>\n<p>全球库存已降至疫情前的五年平均水平以下，库存正在枯竭，而在生产商对供应的反应减弱之际，需求出现反弹。<b>欧洲和亚洲的能源危机，以及创纪录的天然气和煤炭价格，为未来几个月看涨石油提供了更多理由，因为从天然气到燃料油和柴油等石油产品的转变已经开始，尤其是在亚洲。</b></p>\n<p>在需求方面，经济复苏和流动性推动了近几个月的全球石油需求上升，导致库存下降，使全球库存降至近期平均水平以下。</p>\n<p>截至本周最新报告，美国商业原油库存为4.27亿桶，较今年同期的五年平均水平低约6%。国际能源署(IEA)最新数据显示，汽油库存较五年平均水平低约2%，馏分油库存低9%，丙烷/丙烯库存较今年同期的五年平均水平低21%。</p>\n<p>IEA上周在其最新月度报告中表示，经合组织8月份的商业库存比疫情前的五年平均水平低1.62亿桶。美国、欧洲和日本的初步数据显示，9月份陆上石油库存进一步减少2,300万桶。</p>\n<p>IEA表示，<b>从全球来看，第三季度成品油余额“显示出八年来最大的缺口，</b>这解释了尽管原油价格大幅上涨，但9月份炼油利润率仍强劲增长的原因。”</p>\n<p>IEA指出，与没有天然气和煤炭紧缺的“正常”市场相比，欧洲和亚洲的能源危机可能使全球石油需求增加50万桶/天，并提高了2021年和2022年的全球石油需求预测。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130212448","content_text":"过去的一周，全球主要国家股市表现天壤之别，大宗商品也在经历大波动。从国外到国内，市场分化都在激烈地上演着，后期投资该如何面对？\n//全球股市差异大  //\n股市方面，本周（10月18日至22日），全球主要国家或地区股市分化较大。Wind数据显示，中国香港的恒生指数最强，一周大幅上涨3.14%遥遥领先。紧随其后美股标普500、多伦多300指数、纳斯达克指数、芬兰OMX全指和道琼斯工业指周涨幅均超过1%。值得一提的是标普500、多伦多300指数以及道指都创出历史新高，表现异常的强劲。\n与美股等强势不同，巴西、墨西哥、俄罗斯、西班牙、英国、韩国和德国等主要股指却纷纷走低。尤其是巴西IBOVESPA指数大幅下挫了7.28%，而且创出11个多月的新低。\n另外国内A股三大股指表现适中，上证指数、深成指和创业板指均以小幅上涨报收，整体涨幅在0.5%上下，虽没有美股那么强势，但也比欧洲、日韩等国家要强。\n\n除了不同国家和地区间的差异，同一国家内部多个股指也有较大差异。如美股虽然整体较强势，但三大股指也分化加大。其中标普500指数和道指已创出历史新高，而纳指离前期新高还有不小的距离，随着周五的下跌，短期创新高的可能性有望再次破灭。\n\n而A股中外资对沪深股市追捧的差异也较大。周五北向资金再度大幅净买入131.82亿元，刷新6月25日以来新高。其中净买入沪市个股达72.12亿，大幅高于深市个股59.7亿。\n\n//能源大宗商品经历大波动  //\n本周全球大宗商品最吸人眼球的一幕莫过于国内动力煤期货主力合约连续三个跌停，一周大幅下跌19.09%。10月22日夜盘交易虽没有再度跌停，但依然再度大幅下跌5.35%，盘中一度跌破1300元/吨。\n\n国内除了动力煤，能源化工方面还有焦煤、橡胶、纸浆、尿素、纯碱、玻璃等大宗期货品种也连续走低，而且部分品种已经创出近1年新低。\n\n虽然国内不少大宗商品在纷纷下跌，但全球主要能源石油、天然气等仍在不断走高。周五国际油价全线走高，美油12月合约涨1.79%报83.98美元/桶，创出7年来新高。布油12月合约涨1.37%报85.77美元/桶，离2018年10月份高点86.74美元/桶仅一步之遥。\n\n//后市展望  //\n进入四季度，疫情演变或会影响经济复苏进程，欧美央行货币政策面临调整，全球金融市场流动性面临收紧。相关市场波动和金融风险值得关注。\n股市方面：\n对冲基金经理大卫•泰珀(David Tepper)以利率和通货膨胀的不确定性为理由，开始对股市持谨慎态度。\n“我不认为这是一个很好的投资，”泰珀说。“我只是不知道明年的利率走势会如何，我不认为现在有什么好的资产类别。”\n自疫情爆发以来，美联储一直将基准短期利率维持在接近零的水平。最近几周，官员们表示，他们准备开始缩减月度资产购买规模，可能从11月开始。\n纽约梅隆银行投资者解决方案公司的首席投资官斯蒂芬•科拉诺谈到今年标准普尔500指数上涨了20%。因此，投资者开始看到一些获利回吐。投资者首先关注的是那些跑得最快的公司，其中有很多是科技公司。”\n而A股方面，本周北向资金累计净买入233亿元，从历史数据来看，自2014年11月沪港通开启以来，北向资金单周流入金额超过200亿共出现过28次，本周233亿元排在历史第17位。今年5月底，北向资金单周净流入468亿元，位居历史首位。\n而在北向资金大幅涌入后，A股市场后市继续上涨的概率较大。Wind数据统计显示，在北向资金涌入后一周，上证指数有15次上涨，12次下跌，上涨概率为56%。\n时间拉长来看，涌入后一月，上证指数有18次获得正收益，上涨概率提升至67%，涨幅均值为3.62%，涨幅中位数为2.46%。\n\n大宗商品方面：\n分析师仍预期能源在今年冬天有进一步上涨的空间，至少短期市场基本面是这样的。\n全球库存已降至疫情前的五年平均水平以下，库存正在枯竭，而在生产商对供应的反应减弱之际，需求出现反弹。欧洲和亚洲的能源危机，以及创纪录的天然气和煤炭价格，为未来几个月看涨石油提供了更多理由，因为从天然气到燃料油和柴油等石油产品的转变已经开始，尤其是在亚洲。\n在需求方面，经济复苏和流动性推动了近几个月的全球石油需求上升，导致库存下降，使全球库存降至近期平均水平以下。\n截至本周最新报告，美国商业原油库存为4.27亿桶，较今年同期的五年平均水平低约6%。国际能源署(IEA)最新数据显示，汽油库存较五年平均水平低约2%，馏分油库存低9%，丙烷/丙烯库存较今年同期的五年平均水平低21%。\nIEA上周在其最新月度报告中表示，经合组织8月份的商业库存比疫情前的五年平均水平低1.62亿桶。美国、欧洲和日本的初步数据显示，9月份陆上石油库存进一步减少2,300万桶。\nIEA表示，从全球来看，第三季度成品油余额“显示出八年来最大的缺口，这解释了尽管原油价格大幅上涨，但9月份炼油利润率仍强劲增长的原因。”\nIEA指出，与没有天然气和煤炭紧缺的“正常”市场相比，欧洲和亚洲的能源危机可能使全球石油需求增加50万桶/天，并提高了2021年和2022年的全球石油需求预测。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847660939,"gmtCreate":1636513883043,"gmtModify":1636516523502,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"title":"Sri Trang Agro Prospects","htmlText":"Sri Trang Agro-Industry is the world's leading fully integrated natural rubber company with gloves manufacturing capabilities. Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.&nbsp;","listText":"Sri Trang Agro-Industry is the world's leading fully integrated natural rubber company with gloves manufacturing capabilities. Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.&nbsp;","text":"Sri Trang Agro-Industry is the world's leading fully integrated natural rubber company with gloves manufacturing capabilities. Sri Trang Spectrum Latex Powder-Free Gloves are designed and developed with sustainability in mind. Its Latex comes from well-managed forests, manufactured by utilizing 100% biomass renewable thermal energy. Natural rubber latex as raw materials is superior to synthetic alternatives when it comes to the carbon foot print.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847660939","isVote":1,"tweetType":1,"viewCount":1338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872898918,"gmtCreate":1637468265582,"gmtModify":1637475165671,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"title":"Sasseur REIT ROFR asset","htmlText":"In the latest presentation slides uploaded onto SGX website, it was mentioned that&nbsp;Sasseur (Xi’an) Outlet Mall had &gt; RMB 1.5 Billion sales revenue in 2020. This was higher than Sasseur Hefei outlet mall.&nbsp;Sasseur (Xi’an) Outlet Mall is one of the two Right Of First Refusal (ROFR) asset for Sasseur REIT to acquire.","listText":"In the latest presentation slides uploaded onto SGX website, it was mentioned that&nbsp;Sasseur (Xi’an) Outlet Mall had &gt; RMB 1.5 Billion sales revenue in 2020. This was higher than Sasseur Hefei outlet mall.&nbsp;Sasseur (Xi’an) Outlet Mall is one of the two Right Of First Refusal (ROFR) asset for Sasseur REIT to acquire.","text":"In the latest presentation slides uploaded onto SGX website, it was mentioned that Sasseur (Xi’an) Outlet Mall had > RMB 1.5 Billion sales revenue in 2020. This was higher than Sasseur Hefei outlet mall. Sasseur (Xi’an) Outlet Mall is one of the two Right Of First Refusal (ROFR) asset for Sasseur REIT to acquire.","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872898918","isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847552435,"gmtCreate":1636538496359,"gmtModify":1636538496464,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"htmlText":"Semiconductor usage in cars is experiencing rapid growth due to electrification of cars.","listText":"Semiconductor usage in cars is experiencing rapid growth due to electrification of cars.","text":"Semiconductor usage in cars is experiencing rapid growth due to electrification of cars.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847552435","repostId":"2182155038","repostType":4,"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852983481,"gmtCreate":1635234993754,"gmtModify":1635235070092,"author":{"id":"3563493568369289","authorId":"3563493568369289","name":"kianweiting","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563493568369289","authorIdStr":"3563493568369289"},"themes":[],"htmlText":"I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.","listText":"I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.","text":"I agree with Double Line Capital, increasing wages due to manpower shortage tends to be long lasting and difficult to reverse.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852983481","repostId":"2178472794","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}