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","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899129779","repostId":"2157743298","repostType":4,"repost":{"id":"2157743298","pubTimestamp":1628167654,"share":"https://www.laohu8.com/m/news/2157743298?lang=&edition=full","pubTime":"2021-08-05 20:47","market":"us","language":"zh","title":"高盛化身大多头:上调标普500年度目标位至4700点","url":"https://stock-news.laohu8.com/highlight/detail?id=2157743298","media":"智通财经","summary":"大约在一个月前,该指数突破了其此前预期的4300点。","content":"<p><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师上调了其对标普500指数的预期,因为强劲的盈利增长和低利率助长了人们对股市在创纪录高位的情况下仍能继续上涨的乐观情绪。</p>\n<p>根据该行的一份报告显示,David J. Kostin及其同事将标普500指数在2021年底的目标点位提高至4700点,大约在一个月前,该指数突破了其此前预期的4300点。这意味着,在今年剩余时间内,该指数较当前水平还有7%的上涨空间。</p>\n<p><img src=\"https://static.tigerbbs.com/52385bf9b79043463be14f6384f7ed49\" tg-width=\"502\" tg-height=\"284\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>强劲的财报季推动美国股市升至历史高位,超出了市场对delta变种、缩减货币刺激措施可能性等因素的担忧。因此,高盛策略师还将今年的每股收益预期从193美元上调至207美元,这意味着年增长率高达45%。</p>\n<p>高盛策略师表示:“企业盈利优于预期以及利率低于预期,推动了上调目标点位。相对于市场共识,我们预计,随着企业成功管控成本,以及高利润科技公司在指数中占据更大份额,营收增长将更为强劲,税前利润率也将进一步扩大。”</p>\n<p>另外,高盛指出,由于股票回购激增和现金持有量增加,企业和家庭将成为美国股票的最大买家。投资者应该通过配置长期增长型股票和短期战术性押注受益疫情的行业来平衡他们的投资组合。</p>\n<p>最后,该行策略师还将2022年底标普500指数的目标点位从4600点上调至4900点。这标志着该指数上涨空间有限,年回报率约为4.3%。他们表示,预计明年盈利增长将放缓,每股收益年增长率为2%。</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>高盛化身大多头:上调标普500年度目标位至4700点</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高盛化身大多头:上调标普500年度目标位至4700点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 20:47 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/528275.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛策略师上调了其对标普500指数的预期,因为强劲的盈利增长和低利率助长了人们对股市在创纪录高位的情况下仍能继续上涨的乐观情绪。\n根据该行的一份报告显示,David J. Kostin及其同事将标普500指数在2021年底的目标点位提高至4700点,大约在一个月前,该指数突破了其此前预期的4300点。这意味着,在今年剩余时间内,该指数较当前水平还有7%的上涨空间。\n\n强劲的财报季推动美国股市升至...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/528275.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/32f76f2b955be371110b877bebef37ba","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/528275.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157743298","content_text":"高盛策略师上调了其对标普500指数的预期,因为强劲的盈利增长和低利率助长了人们对股市在创纪录高位的情况下仍能继续上涨的乐观情绪。\n根据该行的一份报告显示,David J. Kostin及其同事将标普500指数在2021年底的目标点位提高至4700点,大约在一个月前,该指数突破了其此前预期的4300点。这意味着,在今年剩余时间内,该指数较当前水平还有7%的上涨空间。\n\n强劲的财报季推动美国股市升至历史高位,超出了市场对delta变种、缩减货币刺激措施可能性等因素的担忧。因此,高盛策略师还将今年的每股收益预期从193美元上调至207美元,这意味着年增长率高达45%。\n高盛策略师表示:“企业盈利优于预期以及利率低于预期,推动了上调目标点位。相对于市场共识,我们预计,随着企业成功管控成本,以及高利润科技公司在指数中占据更大份额,营收增长将更为强劲,税前利润率也将进一步扩大。”\n另外,高盛指出,由于股票回购激增和现金持有量增加,企业和家庭将成为美国股票的最大买家。投资者应该通过配置长期增长型股票和短期战术性押注受益疫情的行业来平衡他们的投资组合。\n最后,该行策略师还将2022年底标普500指数的目标点位从4600点上调至4900点。这标志着该指数上涨空间有限,年回报率约为4.3%。他们表示,预计明年盈利增长将放缓,每股收益年增长率为2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805081729,"gmtCreate":1627823140161,"gmtModify":1631889680132,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805081729","repostId":"2156663701","repostType":4,"repost":{"id":"2156663701","pubTimestamp":1627785184,"share":"https://www.laohu8.com/m/news/2156663701?lang=&edition=full","pubTime":"2021-08-01 10:33","market":"us","language":"zh","title":"特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了","url":"https://stock-news.laohu8.com/highlight/detail?id=2156663701","media":"智通财经","summary":"特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092049420d24639gjxqxhtn4\" tg-width=\"591\" tg-height=\"443\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在当地时间的7月30日上午10:15,位于澳大利亚<a href=\"https://laohu8.com/S/VCP.UK\">维多利亚</a>州的特斯拉Megapaxk储能系统发生爆燃,现场有明火,而且烟雾弥漫。因为事发的设施可是13吨的锂电池,是法国可再生能源公司Neoen和特斯拉合作打造的维多利亚大电池项目组成部分。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092056402d246ts11rj1swft\" tg-width=\"597\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不过万幸的是,现场没有造成任何的人员伤亡,这次的火灾是发生在工厂的测试期间。熄火的时候现场已经被疏散,而至于起火的原因,目前尚不清楚。要知道,这可是世界上最大的电池之一的工厂所发生的火灾。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092100677d2469i4cu9dth14\" tg-width=\"600\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但是面对这次火灾的出现,马斯克的表现还是非常淡定的。甚至他还调侃说普罗米修斯溜号了。可能对于马斯克来说,这次的火灾损失应该不是特别严重。就算是损失严重,但事情已经发生了,与其悲惨兮兮,倒不如乐观面对。要知道电池发生火灾是一件非常危险的事情,像锂电池,它是以锂金属或者锂合金为负极材料使用非水电解质溶液的一次电池。而且,锂电池爆炸很有可能是因为热失控或者是隔膜损坏。而热失控的原因很好解释,就是因为锂电池过热了,所以就会燃烧爆炸。但如果是隔膜损坏,就等于是电池的正极和负极会直接接触,然后就短路了。众所周知,电池短路也同样会发生爆炸。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092104116d246kqxfbybzhuo\" tg-width=\"587\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>可能是马斯克已经预料到了锂电池发生爆炸的原因,有可能是热失控或者是隔膜损坏,所以才会如此淡定,甚至还开起了玩笑,意思就是保护工厂的英雄离开了,才会发生火灾事故。当然,至于这场火灾发生的原因以及会损失的利益,只能等到具体的调查结果公布之后才能知晓,相信马斯克应该能笑到最后,毕竟对他来说这只是一件小事情而已。</p>","source":"tencent","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>特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了</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特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。\n\n在当地时间的7月30日上午10:15,位于澳大利亚维多利亚州的特斯拉Megapaxk储能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://fid-75186.picgzc.qpic.cn/20210801092056402d246ts11rj1swft","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2156663701","content_text":"特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。\n\n在当地时间的7月30日上午10:15,位于澳大利亚维多利亚州的特斯拉Megapaxk储能系统发生爆燃,现场有明火,而且烟雾弥漫。因为事发的设施可是13吨的锂电池,是法国可再生能源公司Neoen和特斯拉合作打造的维多利亚大电池项目组成部分。\n\n不过万幸的是,现场没有造成任何的人员伤亡,这次的火灾是发生在工厂的测试期间。熄火的时候现场已经被疏散,而至于起火的原因,目前尚不清楚。要知道,这可是世界上最大的电池之一的工厂所发生的火灾。\n\n但是面对这次火灾的出现,马斯克的表现还是非常淡定的。甚至他还调侃说普罗米修斯溜号了。可能对于马斯克来说,这次的火灾损失应该不是特别严重。就算是损失严重,但事情已经发生了,与其悲惨兮兮,倒不如乐观面对。要知道电池发生火灾是一件非常危险的事情,像锂电池,它是以锂金属或者锂合金为负极材料使用非水电解质溶液的一次电池。而且,锂电池爆炸很有可能是因为热失控或者是隔膜损坏。而热失控的原因很好解释,就是因为锂电池过热了,所以就会燃烧爆炸。但如果是隔膜损坏,就等于是电池的正极和负极会直接接触,然后就短路了。众所周知,电池短路也同样会发生爆炸。\n\n可能是马斯克已经预料到了锂电池发生爆炸的原因,有可能是热失控或者是隔膜损坏,所以才会如此淡定,甚至还开起了玩笑,意思就是保护工厂的英雄离开了,才会发生火灾事故。当然,至于这场火灾发生的原因以及会损失的利益,只能等到具体的调查结果公布之后才能知晓,相信马斯克应该能笑到最后,毕竟对他来说这只是一件小事情而已。","news_type":1},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808183703,"gmtCreate":1627565090602,"gmtModify":1631889680135,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心] 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","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808183053","repostId":"1106877219","repostType":4,"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801312964,"gmtCreate":1627482611158,"gmtModify":1631889680158,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在在","listText":"在在","text":"在在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801312964","repostId":"1155005642","repostType":4,"repost":{"id":"1155005642","pubTimestamp":1627470041,"share":"https://www.laohu8.com/m/news/1155005642?lang=&edition=full","pubTime":"2021-07-28 19:00","market":"sh","language":"zh","title":"市场大跌时,莫做股市里的“投降派”","url":"https://stock-news.laohu8.com/highlight/detail?id=1155005642","media":"苏宁金融研究院","summary":"人们不愿慢慢变富。","content":"<p>作者:薛洪言</p>\n<p>这两天股市持续大跌,市场加速分化,价值股继续杀跌,平安股价正从60元跌向50元。与此同时,科创、军工等板块则表现出超强的抗跌性,甚至不跌反涨,越来越多的投资者加速转换阵营,反过来进一步加速市场分化。</p>\n<p>在这种情况下,价值投资策略大幅跑输市场,趋势投资开始备受青睐。很多投资者一边批判价值投资,一边将价值股割肉卖出,转战芯片、军工、新能源等赛道股。如某位读者所说,「现在投资芯片、军工、新能源等赛道股,买了就能赚钱,平安、万科等价格再低又如何,时间成本耗不起」。</p>\n<p>一句「时间成本耗不起」,便成为追涨杀跌的最好理由。价值投资之难,就难在这里,正如巴菲特的经典总结,「人们不愿慢慢变富」。</p>\n<p><b>可投资者满心期待立马赚钱时,买涨卖跌,换来换去,甘做股市中的「投降派」,恰恰又赚不到钱。</b></p>\n<p>霍华德·马克斯曾提出股市「三阶段」论,无论熊市还是牛市,其演绎过程都会经历三个阶段。</p>\n<p>以牛市为例,在牛市第一阶段,股票低估,市场一片悲观,只有少数人敢于买入并持有。到了第二阶段,基本面出现好转,越来越多的人买入,股价回归合理水平,价值回归时出现了明显的赚钱效应,让市场愈发乐观;于是,就进入第三阶段,市场对未来的预期越来越好,「**点不是梦、**点是牛市起点」等言论主导市场,诱发越来越多的人买入,股市急涨,加速赶顶,直至物极必反,熊市降临。</p>\n<p>熊市三阶段刚好相反,第一阶段,股价高位回落,只有少数人坚定逃离,多数人视下跌为抄底机会;到了第二阶段,基本面开始恶化,越来越多的人卖出,股价从高估跌至合理水平,但下跌带来的亏钱效应,让市场愈发悲观;接着进入第三阶段,市场预期越来越差,任何消息都被解读为坏消息,越来越多的人开始割肉卖出,股市步入恐慌下跌时期,加速寻底,直至物极必反,牛市降临。</p>\n<p><b>股市中的「投降派」,主要发生在第一阶段和第三阶段。</b></p>\n<p>在熊市第三阶段和牛市第一阶段,「投降派」的表现是股票拿不住,越跌越心慌,最后因恐慌而清空持仓。当这些人纷纷卖出股票后,剩下的多是坚定持有者,卖方力量枯竭,慢慢就跌不动了,熊市第三阶段转变成牛市第一阶段。此时,「投降派」刚刚割肉卖出,坚定远离市场,也会错失牛市第一阶段的低估买入机会。</p>\n<p>在牛市第三阶段和熊市第一阶段,「投降派」的表现是高位买入,前期镇定观望,对牛市行情视而不见,现在发现周围很多人都赚到了钱,觉得不能打败市场就加入市场,于是放弃抵抗、追高买入。当这些人纷纷追高买入后,市场买方力量开始枯竭,慢慢就涨不动了,牛市第三阶段开始转变为熊市第一阶段。此时,「投降派」仍沉浸在牛市赚钱效应中,坚定看好股市,把下跌视作抄底机会,越跌越买,仓位越来越重,直至深度套牢。</p>\n<p>可见,<b>股市里的「投降派」总是卖在低点、买在高点。道理很好懂,但落到投资实践中,很多人依旧会陷入这种怪圈。</b></p>\n<p>回到当前A股市场,科创、军工是否已到牛市第三阶段还不好说,相比历史表现,当前市盈率水平虽不低估,但仍较为合理。不过,市场中一大批价值股,估值水平确已跌至历史低点。</p>\n<p><img src=\"https://static.tigerbbs.com/750c6bd3d77f2257d8defc9fc4121a4f\" tg-width=\"708\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据霍华德的三阶段论,熊市走到第三阶段,越来越多的持有人卖出,卖方力量日益枯竭,股价随时可能触底回升。这个时候,若转换阵营,恐成了股市里的「投降派」。</p>\n<p>很多人将「别人贪婪我恐惧,别人恐惧我贪婪」奉为圭臬,但在市场大跌之时,有多少人还敢于贪婪地买入呢?</p>","source":"lsy1568689437122","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>市场大跌时,莫做股市里的“投降派”</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市场大跌时,莫做股市里的“投降派”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 19:00 北京时间 <a href=https://mp.weixin.qq.com/s/yqe388wR1xtXcKoa8cKp1w><strong>苏宁金融研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:薛洪言\n这两天股市持续大跌,市场加速分化,价值股继续杀跌,平安股价正从60元跌向50元。与此同时,科创、军工等板块则表现出超强的抗跌性,甚至不跌反涨,越来越多的投资者加速转换阵营,反过来进一步加速市场分化。\n在这种情况下,价值投资策略大幅跑输市场,趋势投资开始备受青睐。很多投资者一边批判价值投资,一边将价值股割肉卖出,转战芯片、军工、新能源等赛道股。如某位读者所说,「现在投资芯片、军工、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yqe388wR1xtXcKoa8cKp1w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/yqe388wR1xtXcKoa8cKp1w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155005642","content_text":"作者:薛洪言\n这两天股市持续大跌,市场加速分化,价值股继续杀跌,平安股价正从60元跌向50元。与此同时,科创、军工等板块则表现出超强的抗跌性,甚至不跌反涨,越来越多的投资者加速转换阵营,反过来进一步加速市场分化。\n在这种情况下,价值投资策略大幅跑输市场,趋势投资开始备受青睐。很多投资者一边批判价值投资,一边将价值股割肉卖出,转战芯片、军工、新能源等赛道股。如某位读者所说,「现在投资芯片、军工、新能源等赛道股,买了就能赚钱,平安、万科等价格再低又如何,时间成本耗不起」。\n一句「时间成本耗不起」,便成为追涨杀跌的最好理由。价值投资之难,就难在这里,正如巴菲特的经典总结,「人们不愿慢慢变富」。\n可投资者满心期待立马赚钱时,买涨卖跌,换来换去,甘做股市中的「投降派」,恰恰又赚不到钱。\n霍华德·马克斯曾提出股市「三阶段」论,无论熊市还是牛市,其演绎过程都会经历三个阶段。\n以牛市为例,在牛市第一阶段,股票低估,市场一片悲观,只有少数人敢于买入并持有。到了第二阶段,基本面出现好转,越来越多的人买入,股价回归合理水平,价值回归时出现了明显的赚钱效应,让市场愈发乐观;于是,就进入第三阶段,市场对未来的预期越来越好,「**点不是梦、**点是牛市起点」等言论主导市场,诱发越来越多的人买入,股市急涨,加速赶顶,直至物极必反,熊市降临。\n熊市三阶段刚好相反,第一阶段,股价高位回落,只有少数人坚定逃离,多数人视下跌为抄底机会;到了第二阶段,基本面开始恶化,越来越多的人卖出,股价从高估跌至合理水平,但下跌带来的亏钱效应,让市场愈发悲观;接着进入第三阶段,市场预期越来越差,任何消息都被解读为坏消息,越来越多的人开始割肉卖出,股市步入恐慌下跌时期,加速寻底,直至物极必反,牛市降临。\n股市中的「投降派」,主要发生在第一阶段和第三阶段。\n在熊市第三阶段和牛市第一阶段,「投降派」的表现是股票拿不住,越跌越心慌,最后因恐慌而清空持仓。当这些人纷纷卖出股票后,剩下的多是坚定持有者,卖方力量枯竭,慢慢就跌不动了,熊市第三阶段转变成牛市第一阶段。此时,「投降派」刚刚割肉卖出,坚定远离市场,也会错失牛市第一阶段的低估买入机会。\n在牛市第三阶段和熊市第一阶段,「投降派」的表现是高位买入,前期镇定观望,对牛市行情视而不见,现在发现周围很多人都赚到了钱,觉得不能打败市场就加入市场,于是放弃抵抗、追高买入。当这些人纷纷追高买入后,市场买方力量开始枯竭,慢慢就涨不动了,牛市第三阶段开始转变为熊市第一阶段。此时,「投降派」仍沉浸在牛市赚钱效应中,坚定看好股市,把下跌视作抄底机会,越跌越买,仓位越来越重,直至深度套牢。\n可见,股市里的「投降派」总是卖在低点、买在高点。道理很好懂,但落到投资实践中,很多人依旧会陷入这种怪圈。\n回到当前A股市场,科创、军工是否已到牛市第三阶段还不好说,相比历史表现,当前市盈率水平虽不低估,但仍较为合理。不过,市场中一大批价值股,估值水平确已跌至历史低点。\n\n根据霍华德的三阶段论,熊市走到第三阶段,越来越多的持有人卖出,卖方力量日益枯竭,股价随时可能触底回升。这个时候,若转换阵营,恐成了股市里的「投降派」。\n很多人将「别人贪婪我恐惧,别人恐惧我贪婪」奉为圭臬,但在市场大跌之时,有多少人还敢于贪婪地买入呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801316186,"gmtCreate":1627482561845,"gmtModify":1631889680175,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801316186","repostId":"1112526034","repostType":4,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800567095,"gmtCreate":1627308959417,"gmtModify":1631891892586,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800567095","repostId":"1126084586","repostType":4,"repost":{"id":"1126084586","pubTimestamp":1627308266,"share":"https://www.laohu8.com/m/news/1126084586?lang=&edition=full","pubTime":"2021-07-26 22:04","market":"sh","language":"zh","title":"A股究竟要往何处去?大机构的最新解读来了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1126084586","media":"资本深潜号","summary":"7月26日,A股与港股齐唰唰大幅调整,13点30分后两市在指标股带领下出现V字反弹,终盘依然明显破位。\n盘中各种“茅”股大幅下挫:爱尔眼科最多下跌14%;五粮液盘中一度跌停;即便是今年至今最牛的“电池","content":"<p>7月26日,A股与港股齐唰唰大幅调整,13点30分后两市在指标股带领下出现V字反弹,终盘依然明显破位。</p>\n<p>盘中各种“茅”股大幅下挫:<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>最多下跌14%;<a href=\"https://laohu8.com/S/000858\">五粮液</a>盘中一度跌停;即便是今年至今最牛的“电池茅”。</p>\n<p><img src=\"https://static.tigerbbs.com/0a97a5fd3e24e8ada9d272920748d63a\" tg-width=\"771\" tg-height=\"129\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8739a597164243adf6d91e9f622b5eff\" tg-width=\"925\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>究竟是什么样的情况突然导致了周一的普跌?</p>\n<p>从更长维度看又该如何看待A股的长期投资趋势?</p>\n<p>现在是机会,还是需要加强风控的时间窗口?</p>\n<p>包括南方基金、海富通基金、星石投资、<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>晋信、融通基金、招商基金、浦银安盛、平安基金等十大买方和卖方机构的及时解读来了</p>\n<p><b>01、机构认知变化</b></p>\n<p>关于今日市场的调整,不少机构的分析都提及了前期政策面和消息面的“累积效应”。</p>\n<p>这些政策包括教育、房地产等领域的新变化,同时也有疫情、北向资金出现撤退等消息面的刺激。</p>\n<p>但最关键的还是机构的认知。</p>\n<p>此前就有分析师提到了机构认知在近几周的重要变化,包括对于政策基调、以及执行效率和速率的再认识,以及<b>未来国内进一步加大“兼顾公平”的力度后,各行业长期的纵深影响等</b>。</p>\n<p>一些观点认为,近期消息面总体蕴含着一个<b>中期趋势</b>,即“双碳”、反垄断、去杠杆、降风险、降低教育医疗住房支出,大力支持先进制造业、扶持中小微企业等会成为长期的主基调。在这种前提下,许多行业的中长期假设需要修正,机会和风险的判断要重新调整。</p>\n<p><b>02、事件扩大市场情绪</b></p>\n<p>从直接影响看,一些机构认为,短期事件放大了市场的情绪。</p>\n<p><b>汇丰晋信基金</b>首席宏观及策略师闵良超表示:近期多项事件叠加,扩大了今日(26日)市场恐慌情绪。</p>\n<p>他尤其提到,在教育培训行业相关行业或将长时间进入强监管时代后。市场额外预期,<b>以医美为代表的部分消费赛道或也将迎来进一步规范</b>,并有可能引发行业基本面变化和行业内部分化。</p>\n<p><b>融通基金</b>则分析认为,26日跌幅较大的板块,都是此前市场普遍认为具备护城河的板块,像刚需消费的医药、食品饮料,或者具有成瘾性消费的医美、游戏等板块,这些<b>板块前期累积了大量的涨幅,整体估值存在回调的需求。</b></p>\n<p>星石投资也谈到,普跌主要原因在于教育、房地产、疫情等多方面利空消息的刺激。</p>\n<p><b><b>03、</b></b><b>中期并不悲观</b></p>\n<p>不过,机构纷纷表示,在当前这个时点,并非没有机会,他们并不悲观。<b>有机构甚至认为只是长牛慢牛中的小调整。</b></p>\n<p>还有机构表示,某些行业基本面持续变强或者面临基本面拐点,估值合理或者被低估,往往短期市场的波动会带来更具吸引力的投资机会。</p>\n<p>星石投资表示,无论是在市场狂热还是在悲观中,都选择保持理性,<b>在当前这个时点,并非没有机会,认为只是长牛慢牛中的小调整。</b></p>\n<p>首先,星石投资认为当前市场忽视了本轮供给端强力出清下、通胀持续超预期的可能性,而通胀上行期往往顺周期资产表现更佳。关注回升空间大、修复趋于加速、能充分受益于涨价趋势的后周期方向,尤其是供需趋势向好的可选消费与服务行业。</p>\n<p>其次,从安全边际的角度,规避预期高度一致、充分定价的领域,控制组合市盈率水平,是面对震荡的较好方式。<b>当前股市高估值非周期资产和低估值顺周期资产的表现分化严重,</b>以沪深300和创业板指数为两类风格的代表,低估值顺周期类资产(通胀受益)相对于高估值非周期类资产(通胀受损)比价关系已经处于绝对低位,从历史数据来看在此区域产生均值回归的概率较大,意味着低估值顺周期类资产在后期的表现可能较优。</p>\n<p>融通基金也表示,<b>大跌无须过度悲观,全面降准或抬高市场震荡中枢。</b></p>\n<p>融通逆向策略基金经理刘安坤认为,央行的全面降准或是货币政策走向宽松的开始,年底前可能再次降准,宽货币的环境对权益资产会形成支撑。因此,他认为,全面降准可能抬高A股的震荡中枢,不必因技术调整过度悲观。</p>\n<p><b>浦银安盛</b>基金认为,这次调整可以看做是一次<b>因短期涨幅较多、情绪集中释放的过程</b>。而<b>宏观基本面、流动性、景气赛道产业趋势等都未发生变化</b>。</p>\n<p>展望后市,浦银安盛基金认为调整是事件性的,流动性偏宽松的条件下,A股出现系统性风险的概率较低。在风险短期释放后,对于未来的A股投资<b>保持谨慎乐观</b>的态度。</p>\n<p><b>南方基金</b>表示,宏观政策不急转弯的本质是紧信用宽货币。紧信用环境对于部分宏观经济敏感的行业会有所拖累,大盘价值风格会相对承压。宽货币环境则为市场提供了充裕的流动性,中小盘成长风格会更为受益。这一状态预计在下半年仍将维持。对于权益资产,<b>只要流动性没有风险,市场发生系统性风险的可能性就不大。</b></p>\n<p><b>04、科技、消费、医药是长期布局的主赛道</b></p>\n<p>对于未来,<b>汇丰晋信</b>研究总监基金经理陆彬表示:市场往往是有效的,从长期来看,市场也总是正确的。绝大多数时候,行业和股价的波动往往客观反应估值和基本面的变化。某些行业基本面边际恶化,估值在历史高位,一旦趋势的正循环被打破,反身性就会很明显。同时,<b>某些行业基本面持续变强或者面临基本面拐点,估值合理或者被低估,往往短期市场的波动会带来更具吸引力的投资机会。</b></p>\n<p>配置策略上,融通逆向策略基金经理刘安坤表示<b>新能源板块或仍处在不影响实际操作的技术调整中</b>,从博弈层面上看,或还有进一步上行的空间。此外,中报季期间,周期资源品(煤炭、钢铁、化工等)仍有一定反弹空间。非地产链的周期股,由于上半年的价格上涨,会集中表现出较强的中报业绩,虽然长期逻辑暂不确定,但短期或仍存在结构性机会。</p>\n<p><b>海富通</b>中小盘混合基金经理范庭芳表示,“当然我们说的接下来几个季度,如果看到明年或者后年,那可能也有一部分消费类资产,它分子端的表现会强于科技。但至少从目前这个时间看,下半年我们依旧认为科技要好于消费板块。”</p>\n<p>那些<b>符合国家转型升级需求的新兴行业,有望持续获得政策上的大力支持。</b>“所以我们也可以看到,即使在今天这种普跌的行情下,半导体、新能源汽车、光伏这些板块,还是比较抗跌的。”范庭芳说。</p>\n<p>南方基金表示,中短期而言,市场仍将以震荡为主基调,伴随着一定的结构性行情。值得注意的是,近期表现强势的新能源、周期等板块呈现一定的交易亢奋,需要适当注意热度抬升后波动率的放大。中长期而言,继续保持乐观,国内股市运行中枢逐年抬升的趋势非常明显,<b>科技、消费、医药是长期布局的主赛道。</b></p>\n<p><b>平安基金</b>称,考虑到经济周期变化和碳中和对未来行业的重要影响,短期建议关注:</p>\n<p>1、受益于价格上涨和经济复苏周期的周期板块(如机械、化工、有色等);</p>\n<p>2、流动性宽松、政策支持、持续高景气的新能源汽车、光伏、半导体、新材料、军工等。</p>\n<p>长期内应持续关注受益于双循环的大消费行业、国家战略支持的大科技行业,精选业绩良好、估值合理的个股。</p>","source":"lsy1570542988954","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股究竟要往何处去?大机构的最新解读来了!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nA股究竟要往何处去?大机构的最新解读来了!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 22:04 北京时间 <a href=https://mp.weixin.qq.com/s/p8o6E28If8xsZ8qbdUvqVA><strong>资本深潜号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月26日,A股与港股齐唰唰大幅调整,13点30分后两市在指标股带领下出现V字反弹,终盘依然明显破位。\n盘中各种“茅”股大幅下挫:爱尔眼科最多下跌14%;五粮液盘中一度跌停;即便是今年至今最牛的“电池茅”。\n\n究竟是什么样的情况突然导致了周一的普跌?\n从更长维度看又该如何看待A股的长期投资趋势?\n现在是机会,还是需要加强风控的时间窗口?\n包括南方基金、海富通基金、星石投资、汇丰晋信、融通基金、招商...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/p8o6E28If8xsZ8qbdUvqVA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/p8o6E28If8xsZ8qbdUvqVA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126084586","content_text":"7月26日,A股与港股齐唰唰大幅调整,13点30分后两市在指标股带领下出现V字反弹,终盘依然明显破位。\n盘中各种“茅”股大幅下挫:爱尔眼科最多下跌14%;五粮液盘中一度跌停;即便是今年至今最牛的“电池茅”。\n\n究竟是什么样的情况突然导致了周一的普跌?\n从更长维度看又该如何看待A股的长期投资趋势?\n现在是机会,还是需要加强风控的时间窗口?\n包括南方基金、海富通基金、星石投资、汇丰晋信、融通基金、招商基金、浦银安盛、平安基金等十大买方和卖方机构的及时解读来了\n01、机构认知变化\n关于今日市场的调整,不少机构的分析都提及了前期政策面和消息面的“累积效应”。\n这些政策包括教育、房地产等领域的新变化,同时也有疫情、北向资金出现撤退等消息面的刺激。\n但最关键的还是机构的认知。\n此前就有分析师提到了机构认知在近几周的重要变化,包括对于政策基调、以及执行效率和速率的再认识,以及未来国内进一步加大“兼顾公平”的力度后,各行业长期的纵深影响等。\n一些观点认为,近期消息面总体蕴含着一个中期趋势,即“双碳”、反垄断、去杠杆、降风险、降低教育医疗住房支出,大力支持先进制造业、扶持中小微企业等会成为长期的主基调。在这种前提下,许多行业的中长期假设需要修正,机会和风险的判断要重新调整。\n02、事件扩大市场情绪\n从直接影响看,一些机构认为,短期事件放大了市场的情绪。\n汇丰晋信基金首席宏观及策略师闵良超表示:近期多项事件叠加,扩大了今日(26日)市场恐慌情绪。\n他尤其提到,在教育培训行业相关行业或将长时间进入强监管时代后。市场额外预期,以医美为代表的部分消费赛道或也将迎来进一步规范,并有可能引发行业基本面变化和行业内部分化。\n融通基金则分析认为,26日跌幅较大的板块,都是此前市场普遍认为具备护城河的板块,像刚需消费的医药、食品饮料,或者具有成瘾性消费的医美、游戏等板块,这些板块前期累积了大量的涨幅,整体估值存在回调的需求。\n星石投资也谈到,普跌主要原因在于教育、房地产、疫情等多方面利空消息的刺激。\n03、中期并不悲观\n不过,机构纷纷表示,在当前这个时点,并非没有机会,他们并不悲观。有机构甚至认为只是长牛慢牛中的小调整。\n还有机构表示,某些行业基本面持续变强或者面临基本面拐点,估值合理或者被低估,往往短期市场的波动会带来更具吸引力的投资机会。\n星石投资表示,无论是在市场狂热还是在悲观中,都选择保持理性,在当前这个时点,并非没有机会,认为只是长牛慢牛中的小调整。\n首先,星石投资认为当前市场忽视了本轮供给端强力出清下、通胀持续超预期的可能性,而通胀上行期往往顺周期资产表现更佳。关注回升空间大、修复趋于加速、能充分受益于涨价趋势的后周期方向,尤其是供需趋势向好的可选消费与服务行业。\n其次,从安全边际的角度,规避预期高度一致、充分定价的领域,控制组合市盈率水平,是面对震荡的较好方式。当前股市高估值非周期资产和低估值顺周期资产的表现分化严重,以沪深300和创业板指数为两类风格的代表,低估值顺周期类资产(通胀受益)相对于高估值非周期类资产(通胀受损)比价关系已经处于绝对低位,从历史数据来看在此区域产生均值回归的概率较大,意味着低估值顺周期类资产在后期的表现可能较优。\n融通基金也表示,大跌无须过度悲观,全面降准或抬高市场震荡中枢。\n融通逆向策略基金经理刘安坤认为,央行的全面降准或是货币政策走向宽松的开始,年底前可能再次降准,宽货币的环境对权益资产会形成支撑。因此,他认为,全面降准可能抬高A股的震荡中枢,不必因技术调整过度悲观。\n浦银安盛基金认为,这次调整可以看做是一次因短期涨幅较多、情绪集中释放的过程。而宏观基本面、流动性、景气赛道产业趋势等都未发生变化。\n展望后市,浦银安盛基金认为调整是事件性的,流动性偏宽松的条件下,A股出现系统性风险的概率较低。在风险短期释放后,对于未来的A股投资保持谨慎乐观的态度。\n南方基金表示,宏观政策不急转弯的本质是紧信用宽货币。紧信用环境对于部分宏观经济敏感的行业会有所拖累,大盘价值风格会相对承压。宽货币环境则为市场提供了充裕的流动性,中小盘成长风格会更为受益。这一状态预计在下半年仍将维持。对于权益资产,只要流动性没有风险,市场发生系统性风险的可能性就不大。\n04、科技、消费、医药是长期布局的主赛道\n对于未来,汇丰晋信研究总监基金经理陆彬表示:市场往往是有效的,从长期来看,市场也总是正确的。绝大多数时候,行业和股价的波动往往客观反应估值和基本面的变化。某些行业基本面边际恶化,估值在历史高位,一旦趋势的正循环被打破,反身性就会很明显。同时,某些行业基本面持续变强或者面临基本面拐点,估值合理或者被低估,往往短期市场的波动会带来更具吸引力的投资机会。\n配置策略上,融通逆向策略基金经理刘安坤表示新能源板块或仍处在不影响实际操作的技术调整中,从博弈层面上看,或还有进一步上行的空间。此外,中报季期间,周期资源品(煤炭、钢铁、化工等)仍有一定反弹空间。非地产链的周期股,由于上半年的价格上涨,会集中表现出较强的中报业绩,虽然长期逻辑暂不确定,但短期或仍存在结构性机会。\n海富通中小盘混合基金经理范庭芳表示,“当然我们说的接下来几个季度,如果看到明年或者后年,那可能也有一部分消费类资产,它分子端的表现会强于科技。但至少从目前这个时间看,下半年我们依旧认为科技要好于消费板块。”\n那些符合国家转型升级需求的新兴行业,有望持续获得政策上的大力支持。“所以我们也可以看到,即使在今天这种普跌的行情下,半导体、新能源汽车、光伏这些板块,还是比较抗跌的。”范庭芳说。\n南方基金表示,中短期而言,市场仍将以震荡为主基调,伴随着一定的结构性行情。值得注意的是,近期表现强势的新能源、周期等板块呈现一定的交易亢奋,需要适当注意热度抬升后波动率的放大。中长期而言,继续保持乐观,国内股市运行中枢逐年抬升的趋势非常明显,科技、消费、医药是长期布局的主赛道。\n平安基金称,考虑到经济周期变化和碳中和对未来行业的重要影响,短期建议关注:\n1、受益于价格上涨和经济复苏周期的周期板块(如机械、化工、有色等);\n2、流动性宽松、政策支持、持续高景气的新能源汽车、光伏、半导体、新材料、军工等。\n长期内应持续关注受益于双循环的大消费行业、国家战略支持的大科技行业,精选业绩良好、估值合理的个股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800568292,"gmtCreate":1627308886716,"gmtModify":1631891892733,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800568292","repostId":"1107544029","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174765775,"gmtCreate":1627141628997,"gmtModify":1631891892533,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174765775","repostId":"2153809933","repostType":4,"isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175820504,"gmtCreate":1627023785308,"gmtModify":1631888847712,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>Gogogo","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>Gogogo","text":"$荔枝(LIZI)$Gogogo","images":[{"img":"https://static.tigerbbs.com/3defab6a9ff65bc245db9419ee32bc79","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175820504","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":172698958,"gmtCreate":1626957129774,"gmtModify":1631891892762,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172698958","repostId":"1102457312","repostType":4,"repost":{"id":"1102457312","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":1626952080,"share":"https://www.laohu8.com/m/news/1102457312?lang=&edition=full","pubTime":"2021-07-22 19:08","market":"us","language":"zh","title":"美国航空:Q2营收75亿美元,净利润0.19亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102457312","media":"老虎资讯综合","summary":"7月22日,美国航空集团盘前发布财报,财报显示:2021年Q2营收75亿美元,市场预期72.03亿美元,去年同期16.22亿美元。\nQ2 净利润0.19亿美元,市场预期-8.76亿美元,去年同期-20","content":"<p>7月22日,美国航空集团盘前发布财报,财报显示:2021年Q2营收75亿美元,市场预期72.03亿美元,去年同期16.22亿美元。</p>\n<p>Q2 净利润0.19亿美元,市场预期-8.76亿美元,去年同期-20.67亿美元。</p>\n<p>Q2每股盈利0.03美元,市场预期亏损0.88美元,去年同期亏损4.82美元。</p>\n<p>美国航空集团:预计Q3营收较2019年下滑约20%。<img src=\"https://static.tigerbbs.com/00805b578497154f5840530cf3993494\" tg-width=\"1091\" tg-height=\"391\" referrerpolicy=\"no-referrer\">财报发布后,美国航空集团盘前微跌。</p>\n<p><img src=\"https://static.tigerbbs.com/622085da8dc31cc52511f9c6d45785f1\" tg-width=\"858\" tg-height=\"644\" 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>美国航空:Q2营收75亿美元,净利润0.19亿美元</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美国航空:Q2营收75亿美元,净利润0.19亿美元\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\">2021-07-22 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月22日,美国航空集团盘前发布财报,财报显示:2021年Q2营收75亿美元,市场预期72.03亿美元,去年同期16.22亿美元。</p>\n<p>Q2 净利润0.19亿美元,市场预期-8.76亿美元,去年同期-20.67亿美元。</p>\n<p>Q2每股盈利0.03美元,市场预期亏损0.88美元,去年同期亏损4.82美元。</p>\n<p>美国航空集团:预计Q3营收较2019年下滑约20%。<img src=\"https://static.tigerbbs.com/00805b578497154f5840530cf3993494\" tg-width=\"1091\" tg-height=\"391\" referrerpolicy=\"no-referrer\">财报发布后,美国航空集团盘前微跌。</p>\n<p><img src=\"https://static.tigerbbs.com/622085da8dc31cc52511f9c6d45785f1\" tg-width=\"858\" tg-height=\"644\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"AAL":"美国航空"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102457312","content_text":"7月22日,美国航空集团盘前发布财报,财报显示:2021年Q2营收75亿美元,市场预期72.03亿美元,去年同期16.22亿美元。\nQ2 净利润0.19亿美元,市场预期-8.76亿美元,去年同期-20.67亿美元。\nQ2每股盈利0.03美元,市场预期亏损0.88美元,去年同期亏损4.82美元。\n美国航空集团:预计Q3营收较2019年下滑约20%。财报发布后,美国航空集团盘前微跌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178086919,"gmtCreate":1626772193031,"gmtModify":1631891892775,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[流泪] ","listText":"[流泪] ","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178086919","repostId":"1150121344","repostType":4,"repost":{"id":"1150121344","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1626770773,"share":"https://www.laohu8.com/m/news/1150121344?lang=&edition=full","pubTime":"2021-07-20 16:46","market":"hk","language":"zh","title":"狂砸82亿!腾讯重磅出手:收购英国游戏公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1150121344","media":"中国基金报","summary":"腾讯又出手了!这是目标是英国游戏巨头Sumo Group。\n当地时间7月19日早,Sumo 在伦交所公告称,腾讯溢价超40%、以每股513便士,总价约9.19亿英镑(约82亿人民币)的价格收购Sumo","content":"<div>\n<p>腾讯又出手了!这是目标是英国游戏巨头Sumo Group。\n当地时间7月19日早,Sumo 在伦交所公告称,腾讯溢价超40%、以每股513便士,总价约9.19亿英镑(约82亿人民币)的价格收购Sumo Group。\n据悉,这笔交易是腾讯在英国规模最大的一笔投资,也是第一个针对上市公司的全资收购,还是腾讯今年以来在全球范围内最大的投资。\n而该消息在前一天已经被外媒爆出,Sumo也随即暴涨超40%。\n...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>狂砸82亿!腾讯重磅出手:收购英国游戏公司</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狂砸82亿!腾讯重磅出手:收购英国游戏公司\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-20 16:46 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯又出手了!这是目标是英国游戏巨头Sumo Group。\n当地时间7月19日早,Sumo 在伦交所公告称,腾讯溢价超40%、以每股513便士,总价约9.19亿英镑(约82亿人民币)的价格收购Sumo Group。\n据悉,这笔交易是腾讯在英国规模最大的一笔投资,也是第一个针对上市公司的全资收购,还是腾讯今年以来在全球范围内最大的投资。\n而该消息在前一天已经被外媒爆出,Sumo也随即暴涨超40%。\n...</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/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150121344","content_text":"腾讯又出手了!这是目标是英国游戏巨头Sumo Group。\n当地时间7月19日早,Sumo 在伦交所公告称,腾讯溢价超40%、以每股513便士,总价约9.19亿英镑(约82亿人民币)的价格收购Sumo Group。\n据悉,这笔交易是腾讯在英国规模最大的一笔投资,也是第一个针对上市公司的全资收购,还是腾讯今年以来在全球范围内最大的投资。\n而该消息在前一天已经被外媒爆出,Sumo也随即暴涨超40%。\n腾讯82亿收购英国游戏公司\n溢价超40%\n当地时间7月19日早,Sumo 在伦交所公告称,腾讯近日以每股513便士,总价约9.19亿英镑(约82亿人民币)的价格收购Sumo Group。\n\n除了管理层以外,公司第一大股东、持股16.7%的Perwyn Bidco也已经表态赞同这笔收购。\n据悉,每股513 便士的收购价,代表腾讯溢价超40%收购。至 2021年7月16 日(即本公告日期前的最后一个交易日),Sumo的收盘价为每股股份358便士;513便是意味着43.3 %的溢价。\n直接暴涨超40%\n成立18年,员工超1200人\n英国Sumo Group成立于2003年,总部位于谢菲尔德,目前在5个国家拥有14个工作室,员工超过1200人,参与制作的游戏包括《龙与地下城》、《古墓丽影》、《绿林侠盗:亡命之徒与传奇 》、《麻布仔大冒险》、《除暴战警3》、《杀手2》等。\n\n而该消息在前一天已经被外媒爆出,由于腾讯溢价超40%收购,Sumo的股价也在19日暴涨超40%。股价激增至503便士,市值激增近3.5亿英镑(约合人民币31亿元)至8.62亿英镑。\n\n值得注意的是,腾讯早于2019年便投资了该公司8.75%的股权,在本次全资收购之前便已是Sumo的第二大股东。\n\n当时Sumo的市值仅为现在的三分之一,在腾讯入股后,Sumo市值便开始快速增长。wind数据显示,涨幅超300%。\n\n因而,对于这次收购,腾讯首席战略官兼高级执行副总裁詹姆斯米切尔表示,\"腾讯很高兴自 2019 年以来一直是Sumo的投资者,我们认为拟议的合并是我们合作伙伴关系的演变。腾讯是游戏行业的坚定投资者,在支持全球游戏工作室发展方面有着良好的记录。我们高度重视相扑团队和他们制作的游戏,其战略和创新精神是多年来业务成功的基础。腾讯打算利用其专业知识和资源加速相扑在两个领域的发展。在英国和海外,支持 Sumo 在顶级创意人才市场,以及英国作为游戏创新中心。我们相信拟议的交易有利于所有利益相关者,并为 Sumo 股东创造引人注目的价值,同时增强 Sumo 未来的能力。”\nSumo 首席执行官 Carl Cavers 也表示,与腾讯合作的机会是我们不容错过的。它将为Sumo 带来另一个维度,为我们提供机会,以前所未有的方式在这个令人惊叹的行业中真正打上烙印。\n腾讯在支持管理团队及其现有战略方面有着良好的记录。随着自有知识产权工作的加速,腾讯已表明其支持客户工作的承诺,并表示有意确保我们有必要的投资,以继续专注于与主要战略合作伙伴的交钥匙和共同开发工作项目。我们热爱我们的工作,并与世界上最好的电子游戏发行商建立了一些了不起的关系。Sumo 将继续与这些客户合作,开辟新天地,创造更多精彩游戏。我们期待通过将腾讯的战略资源应用于我们的自有 IP、交钥匙开发工作目标和可能的收购机会来加强我们的增长前景。\n我们相信,此次收购符合与业务相关的每个人(我们的股东、我们的员工和我们的客户)的最佳利益,并感谢我们过去和现在的所有利益相关者多年来给予我们的大力支持。\n网友震惊:这就是“钞能力”\n\n腾讯加大游戏领域的投入\n值得注意的是,游戏一直是腾讯的主要收入来源之一。并且还呈快速增长的状态。最新财报显示,一季度腾讯的游戏收入增长17%至436亿元。\n\n而腾讯也在一季度财报会上宣布开启新一轮投资周期,游戏方面包括加大对“跨平台、长生命周期”的游戏大作的投资和对“元宇宙”的投资。\n西部证券此前分析,为何要布局“大制作”游戏?海外3A游戏ROI在400%左右,国内精品手游ROI远高于此,因此手游厂商没有动力加大投入做“类3A”的游戏,但如今行业已经来到了转折点:从需求端看,用户数量增速放缓至5%不到,设备性能支持下玩家审美不断提高,市场增长将主要由ARPU值驱动,ARPU值增长依赖于游戏品质的提升。从供给端看,未来“大制作”的游戏产品生命周期更长,形成IP后的续作可预见性高,“类3A”的品质+网游的变现模式,头部厂商将获得更多的超额收益,更愿意去布局。\n而据记者了解,Sumo就是典型的3A游戏企业。Sumo Group旗下最为有名的工作室是曾开发PlayStation平台代表性作品《小小大星球3》和《麻布仔大冒险》的Sumo Digital。Sumo Digital还和微软工作室、世嘉、索尼、苹果达成了战略伙伴关系,并与多家知名游戏开发商合作制作3A级游戏大作。\n此外媒体统计,腾讯2020年游戏领域投资仅为33笔,今年上半年已经飙升至47笔,相当于平均4天即要出手一次。\n不过,目前这笔收购在腾讯港股并没有造成太大的股价上的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178088563,"gmtCreate":1626772167152,"gmtModify":1631891892596,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心] ","listText":"[开心] 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","text":"[鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179230481","repostId":"1119821926","repostType":4,"repost":{"id":"1119821926","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1626483069,"share":"https://www.laohu8.com/m/news/1119821926?lang=&edition=full","pubTime":"2021-07-17 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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\">\n14亿狂扫中国平安!北向资金一周动向来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-17 08:51 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周,北上资金剧烈震荡,周三净卖出逾108亿元,周四又大幅净买入124亿元,全周合计净买入16.69亿元。另外,北上资金交投本周再度放大至6608亿元,在创近5个月来新高。从短期超百亿元的进出,交投持续放大来看,北上资金有明显的调仓迹象。\n(本周买入超亿元个股)\n受滴滴事件影响,政府相关部门连续出重拳治理网络安全问题,北上资金闻风而动,大量加仓网络安全概念股,净买入申万计算机行业逾19亿元,为本周...</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/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"601318":"中国平安","03145":"华夏亚洲高息股","LU":"陆金所","02318":"中国平安"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119821926","content_text":"本周,北上资金剧烈震荡,周三净卖出逾108亿元,周四又大幅净买入124亿元,全周合计净买入16.69亿元。另外,北上资金交投本周再度放大至6608亿元,在创近5个月来新高。从短期超百亿元的进出,交投持续放大来看,北上资金有明显的调仓迹象。\n(本周买入超亿元个股)\n受滴滴事件影响,政府相关部门连续出重拳治理网络安全问题,北上资金闻风而动,大量加仓网络安全概念股,净买入申万计算机行业逾19亿元,为本周净买入最多的行业。另外,通信、食品饮料、化工、非银金融等行业本周也获得北上资金超10亿元的净买入。而新能源车产业链本周出现退潮继续,北上资金逢高大量减持锂电相关个股,致使电气设备行业被净卖出逾14亿元,为本周唯一净卖出超10亿元的行业。\n抄底超跌龙头股\n北上资金本周一方面大幅净买入业绩预增股,另一方面抄底调整幅度巨大,受市场冷落的行业龙头股。\n中国平安是机构重点抱团股之一,但今年以来大跌逾30%,如从去年12月高点计算,则累计跌去逾40%,本周更是屡创近年来新低,被市场喻为“最惨抱团股”。而正是在市场最悲观的时候,本周北上资金大幅净买入中国平安逾14亿元,其中周四一日就加仓了2037万股。\n本周,央行降准正式落地,市场机构普遍认为,降准释放流动性对于证券市场产生积极影响,降间接影响保险公司的投资收益;另一方面,降准将影响市场利率,从而影响保险公司固收类产品的公允价值变动以及到期和新增资金配置。这或是北上资金大幅加仓中国平安重要原因,中国太保、新华保险等本周也获得北上资金的积极加仓。\n美的集团今年以来也是跌跌不休,至今累计下跌逾28%,股吧有网友调侃其为“每跌集团”。但近期北上资金已悄悄的连续5周净买入美的集团,特别是在本月初公告分拆子公司美智光电IPO获深交所受理后,北上资金加大了买入力度,本周净买入逾10亿元,持股创近1年来新高。\n格力股份、恒瑞医药、海天味业、顺丰控股等今年以来跌幅较大的行业龙头,本周均获得北上资金超亿元的净买入。\n逢高兑现锂电股\n山西汾酒本周公告,预计2021年上半年实现净利润33.7亿元—36.91亿元,同比增长110%—130%,即使按最低33.7亿元计,也超越去年全年盈利。强劲的增长预期,吸引着北上资金本周大幅加仓山西汾酒12.5亿元,另外融资客本周也融资净买入3.47亿元。\n由于巨额资金的推动,在白酒股整体调整的背景下,山西汾酒股价本周屡创历史新高(复权)。山西汾酒的强势,带动白酒股出现止跌企稳迹象,五粮液等本周也获得北上资金超10亿元净买入,酒鬼酒等则获得超亿元净买入\n中兴通讯中报预增104.60%—131.52%、万华化学预增373%—380%、韦尔股份预增126.41%—146.78%,本周均获得北上资金超10亿元的净买入。\n新能源车的超高景气度,刺激锂电池需求旺盛,锂电龙头宁德时代上市以来最高上涨近20倍。宁德时代也成为北上资金最喜爱的个股之一,持股市值高达855亿元,成为仅次于贵州茅台的第二重仓股。\n而一方面巨大的涨幅,北上资金赚得盆满钵满;另一方面,宁德时代估值已高,截至周五收盘,其动态市盈率高达158.2倍。虽然前景依然看好,但北上资金也忍不住逢高兑现冲动。北上资金已连续3周减持宁德时代,本周更是净卖出25.61亿元,为本周唯一净卖出超20亿元的个股。宁德时代股价周五因此重挫6.51%,创4个月来最大跌幅。\n另一锂电概念股恩捷股份连续7周被北上资金减持,本周净卖出逾13亿元,成为本周仅次于宁德时代,净卖出第二多的个股,恩捷股份周五跌停。亿纬锂能、比亚迪、天赐材料等锂电概念股本周也被北上资金净卖出超亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147266160,"gmtCreate":1626359905050,"gmtModify":1631891892860,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147266160","repostId":"2151522632","repostType":4,"repost":{"id":"2151522632","pubTimestamp":1626359766,"share":"https://www.laohu8.com/m/news/2151522632?lang=&edition=full","pubTime":"2021-07-15 22:36","market":"hk","language":"zh","title":"开启上市近两月,网易云音乐始终未披露正版率引关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2151522632","media":"财经E法","summary":"虽然正版率并非强制披露的信息,但由于版权问题可能引发各类合规风险,甚至重大风险,披露正版率在音乐行业显得十分重要。\n\n腾讯音乐上市3年后,在线音乐市场另一平台——网易云音乐亦开启上市之路。5月26日晚","content":"<blockquote>\n 虽然正版率并非强制披露的信息,但由于版权问题可能引发各类合规风险,甚至重大风险,披露正版率在音乐行业显得十分重要。\n</blockquote>\n<p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>上市3年后,在线音乐市场另一平台——网易云音乐亦开启上市之路。5月26日晚间,网易云音乐正式向港交所递交招股书。</p>\n<p>招股书虽然披露了网易云音乐的拥有超过6000万首的曲库,独立音乐人作品数量超过100万。但对于所收录音乐作品的正版率,招股说明书没有披露,这引发了业内关注。虽然正版率并非强制披露的信息,但由于版权问题可能引发各类合规风险,甚至重大风险,披露正版率在音乐行业显得十分重要。</p>\n<p>《财经》E法注意到,目前国内及国外已上市的在线音乐平台为腾讯音乐及Spotify。其中,腾讯音乐2020年年报中披露的版权音乐覆盖率——也就是正版率为85%;Spotify在2018年上市时,在招股说明书中披露的正版率亦为85%。</p>\n<p>关于国内在线音乐平台版权音乐的覆盖率,可查到的数据亦停留在5年前。2016年7月,第三方咨询研究机构艾瑞咨询发布了《2016年中国在线音乐行业研究报告》。这份报告首次统计了国内几大主流音乐平台的版权音乐覆盖率,网易云音乐的正版率为70%,排名第二。随后几年中,除腾讯音乐在招股书和年报中披露正版率外,其余在线音乐平台的正版率再无最新信息。</p>\n<p>但是,网易云音乐招股书中将版权问题列入风险因素中。主要风险包括,其大部分音乐内容来自内容合作伙伴的授权,从若干在线音乐平台取得授权并与其在同一市场竞争。网易云音乐无法保证在将来仍可继续以有利及商业上合理的版税率及条款取得目前拥有的版权,或根本无法取得授权。也无法保证拥有平台上音乐的所有授权,因为需要从众多版权人处取得授权,而其中有一部分并不为人所知,且存在复杂的法律问题。</p>\n<p>按照中国法律,为取得在互联网上提供音乐内容或供用户在平台上下载或播放音乐的权利,或提供其他相关在线音乐服务,必须取得就一项或多项经济权利向适当的版权所有人取得授权,其中包括词曲著作权及录音权等。</p>\n<p>第三方可能会声称网易云音乐侵犯他们对有关内容的版权或存在其他侵权行为。在找到了有关版权所有人的情况下,网易云音乐过去在努力且将来也会继续努力寻求获得未获授权曲目的授权,并与相关的版权所有人订立协议。倘若网易云音乐无法就平台上提供的所有内取得完整授权,根据国内法律,或将必须承担责任。涉及的法律包括《著作权法》、《信息网络传播权保护条例》等。</p>\n<p>招股书还披露, 网易云音乐获取音乐版权主要包含三个渠道:厂牌(大型唱片公司)以及其他机构,以保底或者业绩表现支付授权费,费用金额取决于内容、表演者受欢迎程度以及与厂牌的关系,并且与几个线上音乐平台签署协议,拿到他们授权的内容;独立音乐人,是指以独立音乐人身份在平台登记并在平台发布歌曲,与其中优秀独立音乐人签署授权协议(通常是录音、词曲权),可能独家或非独家,基于表现(播放量、数专销售量、广告收入、虚拟礼物等)支付授权费;与在线直播表演者以及公会签服务协议以及收入分成协议(包括授权UGC内容相应版权)。</p>\n<p>而对于版权保护流程及政策,网易云音乐采取接到侵权通知后下架的方式。如果是用户上传的内容,将暂停该用户账号使用或终止用户账号。另外,还有专门团队负责采购版权并且有专门的流程,确保曲库内容合法。</p>\n<p>有关网易云音乐版权的纷争偶有出现,并不时爆发出一些热点事件。</p>\n<p>2018年4月1日的周杰伦歌曲突击售卖事件是其中之一,在音乐行业引发轩然大波。按照版权协议约定,网易云音乐中周杰伦音乐的授权到期日为2018年3月31日。3月31日17点24分,协议到期后歌曲下架的通知发送到网易方面。但在3月31日22点,网易客服账号开始在网易云音乐APP内推送即将下架周杰伦歌曲的系统消息,并推荐用户购买合辑。3月31日23点44,网易云音乐在官微上发布<a href=\"https://laohu8.com/S/WB\">微博</a>,再次引导用户购买合辑。4月1日零点45分,网易云音乐上架《周杰伦热门歌曲合辑》,并通过网易运营与客服全网push消息,再次推荐用户购买周杰伦合集。4月1日7点左右,售卖活动结束,网易云音乐累计售卖周杰伦合集时间约为9小时,售卖共计约10.23万首单曲,合计金额约为20.46万元。这一突击式销售发生在4月1日以后,也就是说,销售时,授权协议已经终止了。</p>\n<p>《财经》E法检索中国裁判文书网发现,从2017年至今,网易云音乐因版权问题被列为被告的案件超过270起。有知情人士告诉《财经》E法,近期,中国音乐著作权协会开始在各应用市场就音乐版权侵权问题对网易云音乐进行投诉。</p>\n<p>《财经》E法就招股书未披露正版率的原因,目前正版率等问题向网易发出采访邮件,但截至发稿时,未获对方回应。</p>","source":"lsy1597039355891","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>开启上市近两月,网易云音乐始终未披露正版率引关注</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开启上市近两月,网易云音乐始终未披露正版率引关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 22:36 北京时间 <a href=https://mp.weixin.qq.com/s/-oQcguG6czuij3u_Ol-N_g><strong>财经E法</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>虽然正版率并非强制披露的信息,但由于版权问题可能引发各类合规风险,甚至重大风险,披露正版率在音乐行业显得十分重要。\n\n腾讯音乐上市3年后,在线音乐市场另一平台——网易云音乐亦开启上市之路。5月26日晚间,网易云音乐正式向港交所递交招股书。\n招股书虽然披露了网易云音乐的拥有超过6000万首的曲库,独立音乐人作品数量超过100万。但对于所收录音乐作品的正版率,招股说明书没有披露,这引发了业内关注。虽然...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-oQcguG6czuij3u_Ol-N_g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/33411eb756ce3e7c926fe32e42b6bf03","relate_stocks":{"09999":"网易-S","NTES":"网易"},"source_url":"https://mp.weixin.qq.com/s/-oQcguG6czuij3u_Ol-N_g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151522632","content_text":"虽然正版率并非强制披露的信息,但由于版权问题可能引发各类合规风险,甚至重大风险,披露正版率在音乐行业显得十分重要。\n\n腾讯音乐上市3年后,在线音乐市场另一平台——网易云音乐亦开启上市之路。5月26日晚间,网易云音乐正式向港交所递交招股书。\n招股书虽然披露了网易云音乐的拥有超过6000万首的曲库,独立音乐人作品数量超过100万。但对于所收录音乐作品的正版率,招股说明书没有披露,这引发了业内关注。虽然正版率并非强制披露的信息,但由于版权问题可能引发各类合规风险,甚至重大风险,披露正版率在音乐行业显得十分重要。\n《财经》E法注意到,目前国内及国外已上市的在线音乐平台为腾讯音乐及Spotify。其中,腾讯音乐2020年年报中披露的版权音乐覆盖率——也就是正版率为85%;Spotify在2018年上市时,在招股说明书中披露的正版率亦为85%。\n关于国内在线音乐平台版权音乐的覆盖率,可查到的数据亦停留在5年前。2016年7月,第三方咨询研究机构艾瑞咨询发布了《2016年中国在线音乐行业研究报告》。这份报告首次统计了国内几大主流音乐平台的版权音乐覆盖率,网易云音乐的正版率为70%,排名第二。随后几年中,除腾讯音乐在招股书和年报中披露正版率外,其余在线音乐平台的正版率再无最新信息。\n但是,网易云音乐招股书中将版权问题列入风险因素中。主要风险包括,其大部分音乐内容来自内容合作伙伴的授权,从若干在线音乐平台取得授权并与其在同一市场竞争。网易云音乐无法保证在将来仍可继续以有利及商业上合理的版税率及条款取得目前拥有的版权,或根本无法取得授权。也无法保证拥有平台上音乐的所有授权,因为需要从众多版权人处取得授权,而其中有一部分并不为人所知,且存在复杂的法律问题。\n按照中国法律,为取得在互联网上提供音乐内容或供用户在平台上下载或播放音乐的权利,或提供其他相关在线音乐服务,必须取得就一项或多项经济权利向适当的版权所有人取得授权,其中包括词曲著作权及录音权等。\n第三方可能会声称网易云音乐侵犯他们对有关内容的版权或存在其他侵权行为。在找到了有关版权所有人的情况下,网易云音乐过去在努力且将来也会继续努力寻求获得未获授权曲目的授权,并与相关的版权所有人订立协议。倘若网易云音乐无法就平台上提供的所有内取得完整授权,根据国内法律,或将必须承担责任。涉及的法律包括《著作权法》、《信息网络传播权保护条例》等。\n招股书还披露, 网易云音乐获取音乐版权主要包含三个渠道:厂牌(大型唱片公司)以及其他机构,以保底或者业绩表现支付授权费,费用金额取决于内容、表演者受欢迎程度以及与厂牌的关系,并且与几个线上音乐平台签署协议,拿到他们授权的内容;独立音乐人,是指以独立音乐人身份在平台登记并在平台发布歌曲,与其中优秀独立音乐人签署授权协议(通常是录音、词曲权),可能独家或非独家,基于表现(播放量、数专销售量、广告收入、虚拟礼物等)支付授权费;与在线直播表演者以及公会签服务协议以及收入分成协议(包括授权UGC内容相应版权)。\n而对于版权保护流程及政策,网易云音乐采取接到侵权通知后下架的方式。如果是用户上传的内容,将暂停该用户账号使用或终止用户账号。另外,还有专门团队负责采购版权并且有专门的流程,确保曲库内容合法。\n有关网易云音乐版权的纷争偶有出现,并不时爆发出一些热点事件。\n2018年4月1日的周杰伦歌曲突击售卖事件是其中之一,在音乐行业引发轩然大波。按照版权协议约定,网易云音乐中周杰伦音乐的授权到期日为2018年3月31日。3月31日17点24分,协议到期后歌曲下架的通知发送到网易方面。但在3月31日22点,网易客服账号开始在网易云音乐APP内推送即将下架周杰伦歌曲的系统消息,并推荐用户购买合辑。3月31日23点44,网易云音乐在官微上发布微博,再次引导用户购买合辑。4月1日零点45分,网易云音乐上架《周杰伦热门歌曲合辑》,并通过网易运营与客服全网push消息,再次推荐用户购买周杰伦合集。4月1日7点左右,售卖活动结束,网易云音乐累计售卖周杰伦合集时间约为9小时,售卖共计约10.23万首单曲,合计金额约为20.46万元。这一突击式销售发生在4月1日以后,也就是说,销售时,授权协议已经终止了。\n《财经》E法检索中国裁判文书网发现,从2017年至今,网易云音乐因版权问题被列为被告的案件超过270起。有知情人士告诉《财经》E法,近期,中国音乐著作权协会开始在各应用市场就音乐版权侵权问题对网易云音乐进行投诉。\n《财经》E法就招股书未披露正版率的原因,目前正版率等问题向网易发出采访邮件,但截至发稿时,未获对方回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144190176,"gmtCreate":1626270669595,"gmtModify":1631891892884,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144190176","repostId":"2151519705","repostType":4,"repost":{"id":"2151519705","pubTimestamp":1626267651,"share":"https://www.laohu8.com/m/news/2151519705?lang=&edition=full","pubTime":"2021-07-14 21:00","market":"us","language":"zh","title":"媒体称沙特与阿联酋达成产量协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2151519705","media":"华尔街见闻","summary":"OPEC+代表表示,阿联酋已经化解了主要产油国们的僵局,并达成了一项折衷协议,重新制定了石油产量。","content":"<p>据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。</p>\n<p>阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。</p>\n<p>OPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。</p>\n<p>消息公布后,油价出现了一个明显的下跌又反弹的趋势。</p>\n<p><img src=\"https://static.tigerbbs.com/f19df3b1315c539cccb4d7e94f4eae71\" tg-width=\"500\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p>\n<p>布伦特原油短线下挫,日内跌幅一度达1%,后又迅速反弹。截至北京时间20:13,报76.42美元/桶。</p>\n<p><img src=\"https://static.tigerbbs.com/65074f62cc44e2b6efbdaf019b4b5f31\" tg-width=\"929\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>华尔街见闻此前提及,随着油价不断攀升,沙特和阿联酋等主要产油国仍未化解分歧,OPEC+取消了原定上周一举行的产油政策会议。</p>\n<p>OPEC+谈判的破裂意味着目前的产量限制将维持到8月份,可能会导致更严重的供应短缺。</p>\n<p>上周,由于阿联酋最后一刻提出反对,OPEC及其盟友被迫放弃了一项临时增产的初步协议。</p>\n<p>如果新的折衷方案在新的会议上获得批准,可能会提高石油产量,尽管一些成员国已经基本确定了8月份的供应量。</p>\n<p>花旗集团商品研究主管Ed Morse指出,油价将继续波动。即使OPEC决定在8月提高产量,这些石油也要在8月份的需求高峰期结束后才能到达炼油厂进入供应环节。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>媒体称沙特与阿联酋达成产量协议</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媒体称沙特与阿联酋达成产量协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:00 北京时间 <a href=https://wallstreetcn.com/articles/3635405><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。\n阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。\nOPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。\n消息公布后,油价出现了一个明显的下跌又反弹的趋势。\n\n布伦特原油短线下挫,日内跌幅...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635405\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF"},"source_url":"https://wallstreetcn.com/articles/3635405","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151519705","content_text":"据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。\n阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。\nOPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。\n消息公布后,油价出现了一个明显的下跌又反弹的趋势。\n\n布伦特原油短线下挫,日内跌幅一度达1%,后又迅速反弹。截至北京时间20:13,报76.42美元/桶。\n\n华尔街见闻此前提及,随着油价不断攀升,沙特和阿联酋等主要产油国仍未化解分歧,OPEC+取消了原定上周一举行的产油政策会议。\nOPEC+谈判的破裂意味着目前的产量限制将维持到8月份,可能会导致更严重的供应短缺。\n上周,由于阿联酋最后一刻提出反对,OPEC及其盟友被迫放弃了一项临时增产的初步协议。\n如果新的折衷方案在新的会议上获得批准,可能会提高石油产量,尽管一些成员国已经基本确定了8月份的供应量。\n花旗集团商品研究主管Ed Morse指出,油价将继续波动。即使OPEC决定在8月提高产量,这些石油也要在8月份的需求高峰期结束后才能到达炼油厂进入供应环节。","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145099041,"gmtCreate":1626181626583,"gmtModify":1631891892894,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145099041","repostId":"1176147348","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":198759787,"gmtCreate":1620993876949,"gmtModify":1631884043001,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌3%。此前,市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为,已要求淘宝、拼多多等平台企业依法履行平台主体责任,对在平台上销售虚假检验检测报告的网店立即进行处置。</p>\n<p>中概股多数延续昨日跌势,<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌超15%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超5%。</p>\n<p>美股大型科技股齐跌,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.6%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.5%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌约0.5%。</p>\n<p>在线游戏企业解决方案公司GAN涨10.3%,公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。</p>\n<p><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>涨2.84%,此前获投行Needham给予买入评级,称其营收和利润率都有上升潜力。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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开盘:美股全线低开,大型科技股及中概股普跌\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\">2021-07-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月8日(周四),道琼斯指数开盘下跌384.79点,跌幅1.11%,报34297.00点;标普500指数开盘下跌56.80点,跌幅1.30%,报4301.40点;纳斯达克综合指数开盘下跌245.7点,跌幅1.68%,报14419.3点。</p>\n<p>恐慌指数VIX跌超20%,报19.5。</p>\n<p><img src=\"https://static.tigerbbs.com/d4af212d950c0bfd5ec616aa077aa4a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/QFIN\">360数科</a>开跌超27%,此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。</p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>开盘跌超6%,近四个交易日已累跌约36%。</p>\n<p><img src=\"https://static.tigerbbs.com/0bbf62e183701b6cf3cd1f76cac6d186\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌3%。此前,市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为,已要求淘宝、拼多多等平台企业依法履行平台主体责任,对在平台上销售虚假检验检测报告的网店立即进行处置。</p>\n<p>中概股多数延续昨日跌势,<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌超15%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超5%。</p>\n<p>美股大型科技股齐跌,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.6%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.5%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌约0.5%。</p>\n<p>在线游戏企业解决方案公司GAN涨10.3%,公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。</p>\n<p><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>涨2.84%,此前获投行Needham给予买入评级,称其营收和利润率都有上升潜力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165245102","content_text":"7月8日(周四),道琼斯指数开盘下跌384.79点,跌幅1.11%,报34297.00点;标普500指数开盘下跌56.80点,跌幅1.30%,报4301.40点;纳斯达克综合指数开盘下跌245.7点,跌幅1.68%,报14419.3点。\n恐慌指数VIX跌超20%,报19.5。\n\n360数科开跌超27%,此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。\n滴滴开盘跌超6%,近四个交易日已累跌约36%。\n\n拼多多跌超5%,阿里巴巴跌超4%,京东跌3%。此前,市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为,已要求淘宝、拼多多等平台企业依法履行平台主体责任,对在平台上销售虚假检验检测报告的网店立即进行处置。\n中概股多数延续昨日跌势,陆金所跌超15%,新东方跌超10%,蔚来、小鹏汽车均跌超5%。\n美股大型科技股齐跌,Facebook跌1.6%,谷歌A跌1.5%,亚马逊跌1.2%,苹果跌1%,微软、奈飞跌约0.5%。\n在线游戏企业解决方案公司GAN涨10.3%,公司将全年收入指引提高至 1.25 亿至 1.35 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","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146478853","repostId":"1170022733","repostType":4,"repost":{"id":"1170022733","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":1626097611,"share":"https://www.laohu8.com/m/news/1170022733?lang=&edition=full","pubTime":"2021-07-12 21:46","market":"us","language":"zh","title":"在德注册量大增,特斯拉涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170022733","media":"老虎资讯综合","summary":"周一特斯拉上涨2.5%,报673.5美元。外媒的报道显示,今年上半年,特斯拉电动汽车在德国新注册13768辆,较去年同期的5103辆增加8665辆,同比增长169.8%。\n另外据报道,勃兰登堡州经济部","content":"<p>周一特斯拉上涨2.5%,报673.5美元。外媒的报道显示,今年上半年,特斯拉电动汽车在德国新注册13768辆,较去年同期的5103辆增加8665辆,同比增长169.8%。</p>\n<p>另外据报道,勃兰登堡州经济部长Jörg Steinbach在最近对德国媒体的一份声明中表示,他预计将在2021年第四季度的某个时候发布对特斯拉柏林超级工厂的最终批准。如果获得批准,柏林工厂的Model Y投产日期将比预期晚几个月左右。特斯拉最初预计柏林工厂将于2021年7月投产,但因项目延期,此前CEO马斯克预计该工厂将于年内开始生产电动汽车。</p>\n<p><img src=\"https://static.tigerbbs.com/fbaeece7c99558b886155336c8809d85\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>注册量大幅提升,特斯拉电动汽车在今年上半年德国新注册车辆中所占的比例,也达到了1%,较去年同期的0.4%提升明显。而从外媒此前的报道来看,在德国上半年新注册的近1.4万辆特斯拉电动汽车中,6月份的注册量,就占到了近三分之一。此前的报道显示,特斯拉电动汽车6月份在德国新注册4466辆,在该月德国新注册汽车中所占的比例,由去年同期的0.4%提升到了1.6%。值得注意的是,外媒在报道中还提到,特斯拉电动汽车在德国注册量的同比大幅增加,表明德国消费者对特斯拉电动汽车的需求急剧增长,而在Model Y进入德国市场之后,需求将进一步提升,届时特斯拉电动汽车在德国的销量,也将会有明显提升。</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>在德注册量大增,特斯拉涨超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; }\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在德注册量大增,特斯拉涨超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\">2021-07-12 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一特斯拉上涨2.5%,报673.5美元。外媒的报道显示,今年上半年,特斯拉电动汽车在德国新注册13768辆,较去年同期的5103辆增加8665辆,同比增长169.8%。</p>\n<p>另外据报道,勃兰登堡州经济部长Jörg Steinbach在最近对德国媒体的一份声明中表示,他预计将在2021年第四季度的某个时候发布对特斯拉柏林超级工厂的最终批准。如果获得批准,柏林工厂的Model Y投产日期将比预期晚几个月左右。特斯拉最初预计柏林工厂将于2021年7月投产,但因项目延期,此前CEO马斯克预计该工厂将于年内开始生产电动汽车。</p>\n<p><img src=\"https://static.tigerbbs.com/fbaeece7c99558b886155336c8809d85\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>注册量大幅提升,特斯拉电动汽车在今年上半年德国新注册车辆中所占的比例,也达到了1%,较去年同期的0.4%提升明显。而从外媒此前的报道来看,在德国上半年新注册的近1.4万辆特斯拉电动汽车中,6月份的注册量,就占到了近三分之一。此前的报道显示,特斯拉电动汽车6月份在德国新注册4466辆,在该月德国新注册汽车中所占的比例,由去年同期的0.4%提升到了1.6%。值得注意的是,外媒在报道中还提到,特斯拉电动汽车在德国注册量的同比大幅增加,表明德国消费者对特斯拉电动汽车的需求急剧增长,而在Model Y进入德国市场之后,需求将进一步提升,届时特斯拉电动汽车在德国的销量,也将会有明显提升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170022733","content_text":"周一特斯拉上涨2.5%,报673.5美元。外媒的报道显示,今年上半年,特斯拉电动汽车在德国新注册13768辆,较去年同期的5103辆增加8665辆,同比增长169.8%。\n另外据报道,勃兰登堡州经济部长Jörg Steinbach在最近对德国媒体的一份声明中表示,他预计将在2021年第四季度的某个时候发布对特斯拉柏林超级工厂的最终批准。如果获得批准,柏林工厂的Model Y投产日期将比预期晚几个月左右。特斯拉最初预计柏林工厂将于2021年7月投产,但因项目延期,此前CEO马斯克预计该工厂将于年内开始生产电动汽车。\n\n注册量大幅提升,特斯拉电动汽车在今年上半年德国新注册车辆中所占的比例,也达到了1%,较去年同期的0.4%提升明显。而从外媒此前的报道来看,在德国上半年新注册的近1.4万辆特斯拉电动汽车中,6月份的注册量,就占到了近三分之一。此前的报道显示,特斯拉电动汽车6月份在德国新注册4466辆,在该月德国新注册汽车中所占的比例,由去年同期的0.4%提升到了1.6%。值得注意的是,外媒在报道中还提到,特斯拉电动汽车在德国注册量的同比大幅增加,表明德国消费者对特斯拉电动汽车的需求急剧增长,而在Model Y进入德国市场之后,需求将进一步提升,届时特斯拉电动汽车在德国的销量,也将会有明显提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148723935,"gmtCreate":1626019509927,"gmtModify":1631891892672,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148723935","repostId":"2150304740","repostType":4,"repost":{"id":"2150304740","pubTimestamp":1625977286,"share":"https://www.laohu8.com/m/news/2150304740?lang=&edition=full","pubTime":"2021-07-11 12:21","market":"us","language":"zh","title":"特斯拉官网崩了!Model Y直降7万,又要卖疯?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150304740","media":"和讯网","summary":"6月特斯拉Model 3销量回暖,但预计上述数据中包含有大量出口车型。","content":"<p>7月8日消息,乘联会数据显示,<b>6月份<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国批发销量(含出口)33155辆,</b>环比4月的33463辆下跌0.01%,基本持平。</p>\n<p><img src=\"https://static.tigerbbs.com/5228948491eb7179e0a4595031a59224\" tg-width=\"690\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p>\n<p>其中,<b>中国交付量(不含出口)28138辆,环比4月的21936辆增长28.27%;出口5017辆,</b>环比4月的11527辆下跌56.48%。</p>\n<p><img src=\"https://static.tigerbbs.com/99dd088bdc9b45fa5fc667fb601d3619\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>具体车型方面,<b>6月Model 3销量(含出口)达到21532辆,Model Y销量(含出口)达到11623辆。</b></p>\n<p>6月特斯拉Model 3销量回暖,但预计上述数据中包含有大量出口车型,而Model Y持续出色的表现,销量连续破万。</p>\n<p><img src=\"https://static.tigerbbs.com/fcfcac78d0f6b530aa144ed986772044\" tg-width=\"690\" tg-height=\"505\" referrerpolicy=\"no-referrer\"></p>\n<p>今年1月至6月,<b>特斯拉在华累计交付超过15万辆</b>,<b>不到半年的时间就超过了去年的年销量</b>。</p>\n<p>如果下半年能保持这一势头,<b>特斯拉在中国的年销量有望超过30万辆。</b></p>\n<p>从5、6月份中国交付量连续环比增长来看,特斯拉完全摆脱了此前负面消息的困局。</p>\n<p>随着下半年购车旺季的到来,预计特斯拉在中国的市场前景将比上半年更好。</p>\n<p><img src=\"https://static.tigerbbs.com/d882fbf90b98f019a3cc15a4573798f4\" tg-width=\"650\" tg-height=\"866\" referrerpolicy=\"no-referrer\"></p>\n<p>8日,特斯拉又在国内发布了<b>补贴后仅售27.6万的Model Y标准续航版车型,NEDC续航525公里,预计8月份交付。</b></p>\n<p>随着这款“价格屠夫”MPV的上新,特斯拉未来的销量可能会再创新高。</p>\n<p>特斯拉推出Model Y标准续航版很快引发市场关注,<b>销售人员应接不暇,特斯拉官网的订购系统甚至被挤爆。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b8976de4ad33e7ae21df351e4c8a1e65\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9730aa331391d377479db79d5f47df38\" tg-width=\"640\" tg-height=\"1147\" referrerpolicy=\"no-referrer\"></p>","source":"tencent","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>特斯拉官网崩了!Model Y直降7万,又要卖疯?</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; 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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特斯拉官网崩了!Model Y直降7万,又要卖疯?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 12:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107111229007c1ee2b9&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月8日消息,乘联会数据显示,6月份特斯拉中国批发销量(含出口)33155辆,环比4月的33463辆下跌0.01%,基本持平。\n\n其中,中国交付量(不含出口)28138辆,环比4月的21936辆增长28.27%;出口5017辆,环比4月的11527辆下跌56.48%。\n\n具体车型方面,6月Model 3销量(含出口)达到21532辆,Model Y销量(含出口)达到11623辆。\n6月特斯拉...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107111229007c1ee2b9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcfcac78d0f6b530aa144ed986772044","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107111229007c1ee2b9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2150304740","content_text":"7月8日消息,乘联会数据显示,6月份特斯拉中国批发销量(含出口)33155辆,环比4月的33463辆下跌0.01%,基本持平。\n\n其中,中国交付量(不含出口)28138辆,环比4月的21936辆增长28.27%;出口5017辆,环比4月的11527辆下跌56.48%。\n\n具体车型方面,6月Model 3销量(含出口)达到21532辆,Model Y销量(含出口)达到11623辆。\n6月特斯拉Model 3销量回暖,但预计上述数据中包含有大量出口车型,而Model Y持续出色的表现,销量连续破万。\n\n今年1月至6月,特斯拉在华累计交付超过15万辆,不到半年的时间就超过了去年的年销量。\n如果下半年能保持这一势头,特斯拉在中国的年销量有望超过30万辆。\n从5、6月份中国交付量连续环比增长来看,特斯拉完全摆脱了此前负面消息的困局。\n随着下半年购车旺季的到来,预计特斯拉在中国的市场前景将比上半年更好。\n\n8日,特斯拉又在国内发布了补贴后仅售27.6万的Model Y标准续航版车型,NEDC续航525公里,预计8月份交付。\n随着这款“价格屠夫”MPV的上新,特斯拉未来的销量可能会再创新高。\n特斯拉推出Model Y标准续航版很快引发市场关注,销售人员应接不暇,特斯拉官网的订购系统甚至被挤爆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153771028,"gmtCreate":1625054450664,"gmtModify":1631891892679,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153771028","repostId":"1100844519","repostType":4,"repost":{"id":"1100844519","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":1624850864,"share":"https://www.laohu8.com/m/news/1100844519?lang=&edition=full","pubTime":"2021-06-28 11:27","market":"sh","language":"zh","title":"提醒:因香港回归纪念日,港股7月1日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100844519","media":"老虎资讯综合","summary":"据悉,因7月1日(周四)香港特别行政区成立纪念日,港股休市一日。具体安排如下:港股\n7月1日(周四)休市一日。7月2日(周五)照常开市。\n美股、A股、英股、澳股、新加坡市场等照常交易。\n沪股通、深股通","content":"<p>据悉,因7月1日(周四)香港特别行政区成立纪念日,港股休市一日。具体安排如下:<img src=\"https://static.tigerbbs.com/eaa05e0ac274f01336380bf4d575542d\" tg-width=\"787\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>港股</b></p>\n<p>7月1日(周四)休市一日。7月2日(周五)照常开市。</p>\n<p><b>美股、A股、英股、澳股、新加坡市场等照常交易。</b></p>\n<p><b>沪股通、深股通:</b></p>\n<p>6月30日(周三)至7月1日(周四)不提供服务,7月2日(周五)起照常开通。</p>\n<p><b>港股通:</b></p>\n<p>7月1日(周四)不提供服务,7月2日(周五)起照常开通。</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>提醒:因香港回归纪念日,港股7月1日休市</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提醒:因香港回归纪念日,港股7月1日休市\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\">2021-06-28 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据悉,因7月1日(周四)香港特别行政区成立纪念日,港股休市一日。具体安排如下:<img src=\"https://static.tigerbbs.com/eaa05e0ac274f01336380bf4d575542d\" tg-width=\"787\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>港股</b></p>\n<p>7月1日(周四)休市一日。7月2日(周五)照常开市。</p>\n<p><b>美股、A股、英股、澳股、新加坡市场等照常交易。</b></p>\n<p><b>沪股通、深股通:</b></p>\n<p>6月30日(周三)至7月1日(周四)不提供服务,7月2日(周五)起照常开通。</p>\n<p><b>港股通:</b></p>\n<p>7月1日(周四)不提供服务,7月2日(周五)起照常开通。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6adcf1f575211fc4f9ca7f666658417","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100844519","content_text":"据悉,因7月1日(周四)香港特别行政区成立纪念日,港股休市一日。具体安排如下:港股\n7月1日(周四)休市一日。7月2日(周五)照常开市。\n美股、A股、英股、澳股、新加坡市场等照常交易。\n沪股通、深股通:\n6月30日(周三)至7月1日(周四)不提供服务,7月2日(周五)起照常开通。\n港股通:\n7月1日(周四)不提供服务,7月2日(周五)起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127728328,"gmtCreate":1624870245964,"gmtModify":1631891892691,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/127728328","repostId":"2146846548","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162947488,"gmtCreate":1624032841044,"gmtModify":1631891892704,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162947488","repostId":"1108172429","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195121611,"gmtCreate":1621263772933,"gmtModify":1631891892718,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195121611","repostId":"1155723109","repostType":4,"repost":{"id":"1155723109","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":1621254017,"share":"https://www.laohu8.com/m/news/1155723109?lang=&edition=full","pubTime":"2021-05-17 20:20","market":"us","language":"zh","title":"盘前:1500亿美元超级大并购!一股大涨超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155723109","media":"老虎资讯综合","summary":"5月17日,美国三大股指持续下跌,截至发稿,道指期货跌0.44%;标普500指数期货跌0.41%;纳斯达克100指数期货跌0.53%。盘前行情美股区块链概念股盘前走弱,Riot Blockchain跌","content":"<p>5月17日,美国三大股指持续下跌,截至发稿,道指期货跌0.44%;标普500指数期货跌0.41%;纳斯达克100指数期货跌0.53%。</p><p><img src=\"https://static.tigerbbs.com/f39b6e0f3f74094b042dff92759734a4\" tg-width=\"478\" tg-height=\"185\" referrerpolicy=\"no-referrer\"></p><p><b>盘前行情</b></p><p>美股区块链概念股盘前走弱,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌近9%,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌超9%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌近6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超2%。</p><p>受台湾疫情升温影响,<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌近3%、联电跌近6%</p><p>AT&T盘前涨超3%,探索频道A、B、C类普通股均大涨,其中C类股涨超20%,AT&T宣布将分拆华纳传媒并与探索频道进行合并,从而打造出一家市场价值达1500亿美元的媒体巨头,进而与奈飞、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等流媒体展开对抗。现任探索频道CEO Zaslav将担任新公司CEO。</p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前涨近3%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>今日宣布正式成立<a href=\"https://laohu8.com/S/00700\">腾讯</a>云音视频品牌;<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>将于今日盘后发布2021年第一季度财报。</p><p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨超8%,Q1营收好于市场预期。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前短线下挫,现跌超2%,暂报577.68美元</p><p><a href=\"https://laohu8.com/S/IDEX\">优点互动</a>盘前涨超6%,拟收购美国混合动力公司US Hybrid。</p><p><b>欧洲市场</b></p><p>欧洲主要股指多数下跌,截至发稿,德国DAX30指数跌0.34%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.66%、法国CAC40跌0.47%。</p><p><img src=\"https://static.tigerbbs.com/39b6852ab78553b1d78c8a0c3b3c0844\" tg-width=\"821\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>原油</b></p><p>美、布两油震荡下挫,截止发稿,WTI原油跌0.44%,报65.08美元/桶;布伦特原油跌0.41%,报68.43美元/桶。</p><p>5月以来油价走势陷入震荡,多空情绪切换频繁,投资者盲目入场容易遭致亏损。短线油价并没有突破震荡区间的迹象,料仍维持震荡走势,建议投资者以观望为主,并参考分时线顺势操作。</p><p><img src=\"https://static.tigerbbs.com/9f1a1495517333de275ae5be8e2579c4\" tg-width=\"822\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/445abbb806f091dbe4f82b3ca38897d9\" tg-width=\"822\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><b>黄金</b></p><p>黄金日内走高,截止发稿,涨0.54%,报1848.1美元/盎司。</p><p>主要因为在美国通胀走高的背景下,美联储仍然维持宽松基调,且疫情担忧也升温,同时美债收益率回落,这都支持金价。</p><p><img src=\"https://static.tigerbbs.com/0a7bae09be8df846af6518260dc4e540\" tg-width=\"822\" 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:1500亿美元超级大并购!一股大涨超20%</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盘前:1500亿美元超级大并购!一股大涨超20%\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\">2021-05-17 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月17日,美国三大股指持续下跌,截至发稿,道指期货跌0.44%;标普500指数期货跌0.41%;纳斯达克100指数期货跌0.53%。</p><p><img src=\"https://static.tigerbbs.com/f39b6e0f3f74094b042dff92759734a4\" tg-width=\"478\" tg-height=\"185\" referrerpolicy=\"no-referrer\"></p><p><b>盘前行情</b></p><p>美股区块链概念股盘前走弱,<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>跌近9%,<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>跌超9%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌近6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超2%。</p><p>受台湾疫情升温影响,<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌近3%、联电跌近6%</p><p>AT&T盘前涨超3%,探索频道A、B、C类普通股均大涨,其中C类股涨超20%,AT&T宣布将分拆华纳传媒并与探索频道进行合并,从而打造出一家市场价值达1500亿美元的媒体巨头,进而与奈飞、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等流媒体展开对抗。现任探索频道CEO Zaslav将担任新公司CEO。</p><p><a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>盘前涨近3%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>今日宣布正式成立<a href=\"https://laohu8.com/S/00700\">腾讯</a>云音视频品牌;<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>将于今日盘后发布2021年第一季度财报。</p><p><a href=\"https://laohu8.com/S/ZH\">知乎</a>盘前涨超8%,Q1营收好于市场预期。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前短线下挫,现跌超2%,暂报577.68美元</p><p><a href=\"https://laohu8.com/S/IDEX\">优点互动</a>盘前涨超6%,拟收购美国混合动力公司US Hybrid。</p><p><b>欧洲市场</b></p><p>欧洲主要股指多数下跌,截至发稿,德国DAX30指数跌0.34%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.66%、法国CAC40跌0.47%。</p><p><img src=\"https://static.tigerbbs.com/39b6852ab78553b1d78c8a0c3b3c0844\" tg-width=\"821\" tg-height=\"364\" referrerpolicy=\"no-referrer\"></p><p><b>原油</b></p><p>美、布两油震荡下挫,截止发稿,WTI原油跌0.44%,报65.08美元/桶;布伦特原油跌0.41%,报68.43美元/桶。</p><p>5月以来油价走势陷入震荡,多空情绪切换频繁,投资者盲目入场容易遭致亏损。短线油价并没有突破震荡区间的迹象,料仍维持震荡走势,建议投资者以观望为主,并参考分时线顺势操作。</p><p><img src=\"https://static.tigerbbs.com/9f1a1495517333de275ae5be8e2579c4\" tg-width=\"822\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/445abbb806f091dbe4f82b3ca38897d9\" tg-width=\"822\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><b>黄金</b></p><p>黄金日内走高,截止发稿,涨0.54%,报1848.1美元/盎司。</p><p>主要因为在美国通胀走高的背景下,美联储仍然维持宽松基调,且疫情担忧也升温,同时美债收益率回落,这都支持金价。</p><p><img src=\"https://static.tigerbbs.com/0a7bae09be8df846af6518260dc4e540\" tg-width=\"822\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DUG":"二倍做空石油与天然气ETF(ProShares)","USO":"美国原油ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","DWT":"三倍做空原油ETN","UCO":"二倍做多彭博原油ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDG":"ProShares做空石油与天然气ETF","UPRO":"三倍做多标普500ETF","SCO":"二倍做空彭博原油指数ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155723109","content_text":"5月17日,美国三大股指持续下跌,截至发稿,道指期货跌0.44%;标普500指数期货跌0.41%;纳斯达克100指数期货跌0.53%。盘前行情美股区块链概念股盘前走弱,Riot Blockchain跌近9%,Marathon Patent跌超9%,嘉楠科技跌近6%,Coinbase跌超2%。受台湾疫情升温影响,台积电跌近3%、联电跌近6%AT&T盘前涨超3%,探索频道A、B、C类普通股均大涨,其中C类股涨超20%,AT&T宣布将分拆华纳传媒并与探索频道进行合并,从而打造出一家市场价值达1500亿美元的媒体巨头,进而与奈飞、迪士尼等流媒体展开对抗。现任探索频道CEO Zaslav将担任新公司CEO。腾讯音乐盘前涨近3%,腾讯今日宣布正式成立腾讯云音视频品牌;腾讯音乐将于今日盘后发布2021年第一季度财报。知乎盘前涨超8%,Q1营收好于市场预期。特斯拉盘前短线下挫,现跌超2%,暂报577.68美元优点互动盘前涨超6%,拟收购美国混合动力公司US Hybrid。欧洲市场欧洲主要股指多数下跌,截至发稿,德国DAX30指数跌0.34%,英国富时100跌0.66%、法国CAC40跌0.47%。原油美、布两油震荡下挫,截止发稿,WTI原油跌0.44%,报65.08美元/桶;布伦特原油跌0.41%,报68.43美元/桶。5月以来油价走势陷入震荡,多空情绪切换频繁,投资者盲目入场容易遭致亏损。短线油价并没有突破震荡区间的迹象,料仍维持震荡走势,建议投资者以观望为主,并参考分时线顺势操作。黄金黄金日内走高,截止发稿,涨0.54%,报1848.1美元/盎司。主要因为在美国通胀走高的背景下,美联储仍然维持宽松基调,且疫情担忧也升温,同时美债收益率回落,这都支持金价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342628996,"gmtCreate":1618212792015,"gmtModify":1631888727500,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>Gogogo","listText":"<a 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