铅笔芯Nanjing的个人主页 - 老虎社区

铅笔芯Nanjing

铅笔芯Nanjing

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铅笔芯Nanjing

2021-04-13

看你还咋上市

抱歉，原内容已删除

铅笔芯Nanjing

2021-04-09

晚年的亲王👑过着田园生活逝者安息

抱歉，原内容已删除

铅笔芯Nanjing

2021-03-11

每个人说话都是站在自己的利益出发的，如此危言耸听不过是想达成自己的目的而已

抱歉，原内容已删除

铅笔芯Nanjing

2021-01-27

$Playtika Holding Corp.(PLTK)$没有支撑位，哈哈哈，这是要往地下渗入了！全部割肉移仓了

铅笔芯Nanjing

2021-01-23

$RLX科技(RLX)$这才是中概股应该有的样子！不是我嘲讽史巨人，好好学学吧$Playtika Holding Corp.(PLTK)$做个人吧

铅笔芯Nanjing

2021-01-22

真为史总感到羞愧，这个操盘让人恶心

铅笔芯Nanjing

2020-12-21

$VESYNC(02148)$感谢老虎，感谢小家电

铅笔芯Nanjing

2020-12-10

疯狂蹭高瓴的热度，可高瓴并不是基石

消息称蓝月亮IPO定价13.16港元，位于定价区间顶端

铅笔芯Nanjing

2020-12-08

$华润万象生活(01209)$场外OTC涨到25+不会破发

铅笔芯Nanjing

2020-12-08

$恒大物业(06666)$我这4000多块钱就当借给许老板了！陪你玩到底！

铅笔芯Nanjing

2020-12-04

$一起教育科技(YQ)$13.65目前

铅笔芯Nanjing

2020-12-04

$一起教育科技(YQ)$100中10

铅笔芯Nanjing

2020-11-05

抖音来了！

抱歉，原内容已删除

铅笔芯Nanjing

2020-11-02

简要地说，蚂蚁上市后要听党话跟党走，服务国家服务人民，成为爱国爱党爱人民的新金融尖兵。

蚂蚁集团回应被约谈：深入落实约谈意见

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13:01","market":"sh","language":"zh","title":"消息称蓝月亮IPO定价13.16港元，位于定价区间顶端","url":"https://stock-news.laohu8.com/highlight/detail?id=1108155945","media":"老虎资讯综合","summary":"市场消息称，蓝月亮将香港IPO价格定为每股13.16港元，位于定价区间顶端，拟融资12.7亿美元。此前蓝月亮公告，于2020年12月4日-12月9日招股，拟发行7.47亿股，其中，香港发售占10%，国","content":"<p>市场消息称，<a href=\"https://laohu8.com/S/06993\">蓝月亮</a>将香港IPO价格定为每股13.16港元，位于定价区间顶端，拟融资12.7亿美元。</p><p>此前蓝月亮公告，于2020年12月4日-12月9日招股，拟发行7.47亿股，其中，香港发售占10%，国际发售占90%，另有超额配股权15%。每股发售价10.20港元-13.16港元，每手500股，预期股份将于2020年12月16日上市买卖。</p><p>蓝月亮成立于1992年，是中国洗衣液市场领导品牌，产品主要覆盖衣物清洁护理、个人清洁护理及家居清洁护理三大品类。据弗若斯特沙利文报告显示，蓝月亮自2009年以来连续11年在国内洗衣液市场占有率排名第一，自2012年以来连续8年在国内洗手液市场占有率排名第一。</p><p>财务数据方面，近年来公司各项财务数据大幅增长，2019年，公司录得净利润10.80亿港元，近三年复合年增长率为253.9%；毛利率录得稳步增长，从2017年的53.2%增至2019年的64.2%，表现抢眼。</p><p>值得注意的是，早在2010年，高瓴资本就参与了蓝月亮的天使轮，成为当时蓝月亮唯一的外部投资者。随着蓝月亮的上市，重仓10%的高瓴资本，又一次成为大赢家。</p><p></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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\">2020-12-10 13:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息称，<a href=\"https://laohu8.com/S/06993\">蓝月亮</a>将香港IPO价格定为每股13.16港元，位于定价区间顶端，拟融资12.7亿美元。</p><p>此前蓝月亮公告，于2020年12月4日-12月9日招股，拟发行7.47亿股，其中，香港发售占10%，国际发售占90%，另有超额配股权15%。每股发售价10.20港元-13.16港元，每手500股，预期股份将于2020年12月16日上市买卖。</p><p>蓝月亮成立于1992年，是中国洗衣液市场领导品牌，产品主要覆盖衣物清洁护理、个人清洁护理及家居清洁护理三大品类。据弗若斯特沙利文报告显示，蓝月亮自2009年以来连续11年在国内洗衣液市场占有率排名第一，自2012年以来连续8年在国内洗手液市场占有率排名第一。</p><p>财务数据方面，近年来公司各项财务数据大幅增长，2019年，公司录得净利润10.80亿港元，近三年复合年增长率为253.9%；毛利率录得稳步增长，从2017年的53.2%增至2019年的64.2%，表现抢眼。</p><p>值得注意的是，早在2010年，高瓴资本就参与了蓝月亮的天使轮，成为当时蓝月亮唯一的外部投资者。随着蓝月亮的上市，重仓10%的高瓴资本，又一次成为大赢家。</p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b0427f724e42d72de3eb2ceca834e16","relate_stocks":{"06993":"蓝月亮集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108155945","content_text":"市场消息称，蓝月亮将香港IPO价格定为每股13.16港元，位于定价区间顶端，拟融资12.7亿美元。此前蓝月亮公告，于2020年12月4日-12月9日招股，拟发行7.47亿股，其中，香港发售占10%，国际发售占90%，另有超额配股权15%。每股发售价10.20港元-13.16港元，每手500股，预期股份将于2020年12月16日上市买卖。蓝月亮成立于1992年，是中国洗衣液市场领导品牌，产品主要覆盖衣物清洁护理、个人清洁护理及家居清洁护理三大品类。据弗若斯特沙利文报告显示，蓝月亮自2009年以来连续11年在国内洗衣液市场占有率排名第一，自2012年以来连续8年在国内洗手液市场占有率排名第一。财务数据方面，近年来公司各项财务数据大幅增长，2019年，公司录得净利润10.80亿港元，近三年复合年增长率为253.9%；毛利率录得稳步增长，从2017年的53.2%增至2019年的64.2%，表现抢眼。值得注意的是，早在2010年，高瓴资本就参与了蓝月亮的天使轮，成为当时蓝月亮唯一的外部投资者。随着蓝月亮的上市，重仓10%的高瓴资本，又一次成为大赢家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392802558,"gmtCreate":1607414873874,"gmtModify":1703847695110,"author":{"id":"3566550145757215","authorId":"3566550145757215","name":"铅笔芯Nanjing","avatar":"https://static.tigerbbs.com/ddc90d4999a72c735aeaea83a692cb35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566550145757215","authorIdStr":"3566550145757215"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>100中10","text":"$一起教育科技(YQ)$100中10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/396866058","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302152311,"gmtCreate":1604580236833,"gmtModify":1703833898825,"author":{"id":"3566550145757215","authorId":"3566550145757215","name":"铅笔芯Nanjing","avatar":"https://static.tigerbbs.com/ddc90d4999a72c735aeaea83a692cb35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566550145757215","authorIdStr":"3566550145757215"},"themes":[],"htmlText":"抖音来了！","listText":"抖音来了！","text":"抖音来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302152311","repostId":"1194225711","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306143554,"gmtCreate":1604326389678,"gmtModify":1703832542667,"author":{"id":"3566550145757215","authorId":"3566550145757215","name":"铅笔芯Nanjing","avatar":"https://static.tigerbbs.com/ddc90d4999a72c735aeaea83a692cb35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566550145757215","authorIdStr":"3566550145757215"},"themes":[],"htmlText":"简要地说，蚂蚁上市后要听党话跟党走，服务国家服务人民，成为爱国爱党爱人民的新金融尖兵。","listText":"简要地说，蚂蚁上市后要听党话跟党走，服务国家服务人民，成为爱国爱党爱人民的新金融尖兵。","text":"简要地说，蚂蚁上市后要听党话跟党走，服务国家服务人民，成为爱国爱党爱人民的新金融尖兵。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306143554","repostId":"1173168576","repostType":4,"repost":{"id":"1173168576","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":1604325787,"share":"https://www.laohu8.com/m/news/1173168576?lang=&edition=full","pubTime":"2020-11-02 22:03","market":"us","language":"zh","title":"蚂蚁集团回应被约谈：深入落实约谈意见","url":"https://stock-news.laohu8.com/highlight/detail?id=1173168576","media":"老虎资讯综合","summary":"今日，蚂蚁集团实际控制人与相关管理层接受了各主要监管部门的监管约谈。蚂蚁集团表示，会深入落实约谈意见，继续沿着「稳妥创新、拥抱监管、服务实体、开放共赢」的十六字指导方针，继续提升普惠服务能力，助力经济","content":"<p>今日，蚂蚁集团实际控制人与相关管理层接受了各主要监管部门的监管约谈。蚂蚁集团表示，会深入落实约谈意见，继续沿着「稳妥创新、拥抱监管、服务实体、开放共赢」的十六字指导方针，继续提升普惠服务能力，助力经济和民生发展。</p><p>对于广大投资者而言，此时最为关心的是，监管约谈会否对蚂蚁集团上市进程造成影响。</p><p>对此，一位知名投行人士表示，“监管谈话不是处罚，应该不会对上市产生影响。”</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>蚂蚁集团回应被约谈：深入落实约谈意见</title>\n<style 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18:23","market":"hk","language":"zh","title":"字节跳动据悉寻求以1800亿美元的估值进行一轮融资","url":"https://stock-news.laohu8.com/highlight/detail?id=1194225711","media":"老虎资讯综合","summary":"据彭博社报道，字节跳动正在寻求以1800亿美元的估值融资20亿美元。并计划将部分资产在香港上市。知情人士称，在将其部分业务于香港上市之前，字节跳动在就一轮20亿美元的融资展开商讨。字节跳动据悉在与红杉","content":"<p>据彭博社报道，字节跳动正在寻求以1800亿美元的估值融资20亿美元。并计划将部分资产在香港上市。</p><p>知情人士称，在将其部分业务于香港上市之前，字节跳动在就一轮20亿美元的融资展开商讨。字节跳动据悉在与红杉资本等一组投资者就此轮将其估值提升至1800亿美元的融资展开洽谈，然后，字节跳动才可能开始筹备将抖音和头条等一些最大的资产在香港进行首次公开募股。知情人士表示，随着谈判持续，这轮融资的条款可能仍有变动。字节跳动的代表对此不予置评，而红杉资本的代表未立即回复寻求评论的请求。</p><p>在今年9月初CB Insights发布的全球最有价值独角兽名单中，截至今年8月，中国企业字节跳动以1400亿美元的估值位居所有488家上榜企业的首位。</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据彭博社报道，字节跳动正在寻求以1800亿美元的估值融资20亿美元。并计划将部分资产在香港上市。</p><p>知情人士称，在将其部分业务于香港上市之前，字节跳动在就一轮20亿美元的融资展开商讨。字节跳动据悉在与红杉资本等一组投资者就此轮将其估值提升至1800亿美元的融资展开洽谈，然后，字节跳动才可能开始筹备将抖音和头条等一些最大的资产在香港进行首次公开募股。知情人士表示，随着谈判持续，这轮融资的条款可能仍有变动。字节跳动的代表对此不予置评，而红杉资本的代表未立即回复寻求评论的请求。</p><p>在今年9月初CB Insights发布的全球最有价值独角兽名单中，截至今年8月，中国企业字节跳动以1400亿美元的估值位居所有488家上榜企业的首位。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194225711","content_text":"据彭博社报道，字节跳动正在寻求以1800亿美元的估值融资20亿美元。并计划将部分资产在香港上市。知情人士称，在将其部分业务于香港上市之前，字节跳动在就一轮20亿美元的融资展开商讨。字节跳动据悉在与红杉资本等一组投资者就此轮将其估值提升至1800亿美元的融资展开洽谈，然后，字节跳动才可能开始筹备将抖音和头条等一些最大的资产在香港进行首次公开募股。知情人士表示，随着谈判持续，这轮融资的条款可能仍有变动。字节跳动的代表对此不予置评，而红杉资本的代表未立即回复寻求评论的请求。在今年9月初CB 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19:05","market":"uk","language":"zh","title":"市场消息：白金汉宫宣布菲利普亲王逝世，享年99岁","url":"https://stock-news.laohu8.com/highlight/detail?id=1156011574","media":"老虎资讯综合","summary":"4月9日，市场消息：白金汉宫宣布菲利普亲王逝世，享年99岁。菲利普亲王为现任英国女王伊丽莎白二世的丈夫，是原希腊王子，封爱丁堡公爵。今年2月，即将迎来百岁生日的菲利普亲王因病住院。2021年2月16日，菲利普亲王被送往伦敦的爱德华七世国王医院。英国王室消息人士称，菲利普亲王并未出现新冠相关症状。2021年3月4日，白金汉宫发表声明称，菲利普亲王接受心脏手术成功，将在医院继续疗养几日。","content":"<p>4月9日，市场消息：白金汉宫宣布菲利普亲王逝世，享年99岁。菲利普亲王为现任英国女王伊丽莎白二世的丈夫，是原希腊王子，封爱丁堡公爵。</p><p>今年2月，即将迎来百岁生日的菲利普亲王因病住院。尽管英国王室声明治疗仅是“预防措施”，且菲利普亲王并未感染新冠，但考虑到其近百岁的高龄，他的健康状况仍然牵动人心。作为英国历史上保持君王配偶身份最长之人，菲利普亲王无论个人生平、还是与伊丽莎白女王的婚姻都充满传奇色彩。</p><p><img src=\"https://static.tigerbbs.com/fdd6a94e964452f5fb0c1e34c437e881\" tg-width=\"828\" tg-height=\"614\" 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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市场消息：白金汉宫宣布菲利普亲王逝世，享年99岁\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\">2021-04-09 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月9日，市场消息：白金汉宫宣布菲利普亲王逝世，享年99岁。菲利普亲王为现任英国女王伊丽莎白二世的丈夫，是原希腊王子，封爱丁堡公爵。</p><p>今年2月，即将迎来百岁生日的菲利普亲王因病住院。尽管英国王室声明治疗仅是“预防措施”，且菲利普亲王并未感染新冠，但考虑到其近百岁的高龄，他的健康状况仍然牵动人心。作为英国历史上保持君王配偶身份最长之人，菲利普亲王无论个人生平、还是与伊丽莎白女王的婚姻都充满传奇色彩。</p><p><img src=\"https://static.tigerbbs.com/fdd6a94e964452f5fb0c1e34c437e881\" tg-width=\"828\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>据英国天空新闻网9日报道，菲利普亲王的最后时光是在温莎城堡和女王一起度过的，他之前已经住院接受治疗了约一个月的时间。</p><p>菲利普亲王的健康一直受外界关注。菲利普亲王在2020年圣诞节期间因胸部疼痛入院；2011年他曾因心脏冠状动脉阻塞接受了血管手术和支架植入；2013年6月，他在腹部手术后住院11天。</p><p>2021年2月16日，菲利普亲王被送往伦敦的爱德华七世国王医院。英国白金汉宫当时在声明中表示，菲利普亲王感到不适后，在医生的建议下，已作为一种“预防措施”入院。英国王室消息人士称，菲利普亲王并未出现新冠相关症状。</p><p>2021年3月4日，白金汉宫发表声明称，菲利普亲王接受心脏手术成功，将在医院继续疗养几日。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fdd6a94e964452f5fb0c1e34c437e881","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156011574","content_text":"4月9日，市场消息：白金汉宫宣布菲利普亲王逝世，享年99岁。菲利普亲王为现任英国女王伊丽莎白二世的丈夫，是原希腊王子，封爱丁堡公爵。今年2月，即将迎来百岁生日的菲利普亲王因病住院。尽管英国王室声明治疗仅是“预防措施”，且菲利普亲王并未感染新冠，但考虑到其近百岁的高龄，他的健康状况仍然牵动人心。作为英国历史上保持君王配偶身份最长之人，菲利普亲王无论个人生平、还是与伊丽莎白女王的婚姻都充满传奇色彩。据英国天空新闻网9日报道，菲利普亲王的最后时光是在温莎城堡和女王一起度过的，他之前已经住院接受治疗了约一个月的时间。菲利普亲王的健康一直受外界关注。菲利普亲王在2020年圣诞节期间因胸部疼痛入院；2011年他曾因心脏冠状动脉阻塞接受了血管手术和支架植入；2013年6月，他在腹部手术后住院11天。2021年2月16日，菲利普亲王被送往伦敦的爱德华七世国王医院。英国白金汉宫当时在声明中表示，菲利普亲王感到不适后，在医生的建议下，已作为一种“预防措施”入院。英国王室消息人士称，菲利普亲王并未出现新冠相关症状。2021年3月4日，白金汉宫发表声明称，菲利普亲王接受心脏手术成功，将在医院继续疗养几日。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321191442,"gmtCreate":1615399770086,"gmtModify":1703488604996,"author":{"id":"3566550145757215","authorId":"3566550145757215","name":"铅笔芯Nanjing","avatar":"https://static.tigerbbs.com/ddc90d4999a72c735aeaea83a692cb35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566550145757215","authorIdStr":"3566550145757215"},"themes":[],"htmlText":"每个人说话都是站在自己的利益出发的，如此危言耸听不过是想达成自己的目的而已","listText":"每个人说话都是站在自己的利益出发的，如此危言耸听不过是想达成自己的目的而已","text":"每个人说话都是站在自己的利益出发的，如此危言耸听不过是想达成自己的目的而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321191442","repostId":"2118267226","repostType":2,"repost":{"id":"2118267226","pubTimestamp":1615374044,"share":"https://www.laohu8.com/m/news/2118267226?lang=&edition=full","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"“新债王”：纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶，对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看：</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。</p><p>他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么？</p><p>Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示，黄金大约处于公允价值。</p><p>另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。</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>“新债王”：纳指可能重现2000-2003式的下跌</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“新债王”：纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","QQQ":"纳指100ETF","03086":"华夏纳指","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日，有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示，尽管采取了所有的刺激措施，但在恢复经济增长速度之前，美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府，人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶，对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看：人们可能开始相信刺激是永久性的Gundlach指出，在美国居民个人收入构成中，来自政府的补贴收入占比已经达到27%，而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划，Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的，但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来，在谈到美元时，Gundlach表示，尽管他最近几个月一直看涨美元，但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市，Gundlach提到了“超级六大”科技股，并表示这些股票的估值与疫情前的水平相比，高得惊人。他展示了飙升的市盈率，称这些科技股的远期市盈率升至19倍，但没有1999年那么高。Gundlach表示，在美国总统乔•拜登谈论提高企业税率的问题上，一旦该法案纳入估值，市盈率可能会更高。Gundlach警告说，纳斯达克指数可能会出现2000- 2003年那样的下跌，可能已经见顶。另外，Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么？Gundlach指出，也许是通货膨胀。在基数效应和刺激措施的支撑下，他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较，说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元，尽管此前Gundlach对黄金持中性态度。现在，他表示这可能是本轮黄金周期的低点，黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示，黄金大约处于公允价值。另外，他提到金/铜的比率表明，美10年期国债的收益率应该在3%，并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里，美债的主要买家是美联储，Gundlach认为美债\"缺乏强劲的需求\"，并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来，美联储不仅不担心通胀上升，而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时，他的答案是：农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310238064,"gmtCreate":1611328536658,"gmtModify":1703749823512,"author":{"id":"3566550145757215","authorId":"3566550145757215","name":"铅笔芯Nanjing","avatar":"https://static.tigerbbs.com/ddc90d4999a72c735aeaea83a692cb35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566550145757215","authorIdStr":"3566550145757215"},"themes":[],"htmlText":"真为史总感到羞愧，这个操盘让人恶心","listText":"真为史总感到羞愧，这个操盘让人恶心","text":"真为史总感到羞愧，这个操盘让人恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310238064","isVote":1,"tweetType":1,"viewCount":1792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330390955,"gmtCreate":1608533453077,"gmtModify":1703735212608,"author":{"id":"3566550145757215","authorId":"3566550145757215","name":"铅笔芯Nanjing","avatar":"https://static.tigerbbs.com/ddc90d4999a72c735aeaea83a692cb35","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566550145757215","authorIdStr":"3566550145757215"},"themes":[],"htmlText":"<a 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