闻声12的个人主页 - 老虎社区

闻声12

闻声12

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2021-05-22

伤心

抱歉，原内容已删除

2021-05-21

[微笑]

抱歉，原内容已删除

2021-05-20

[微笑]

抱歉，原内容已删除

2021-05-17

[呆住]

微软董事会决定，比尔盖茨应当离开董事会

2021-05-16

[微笑]

美国走向“滞胀”的十字路口

2021-05-14

[微笑]

抱歉，原内容已删除

2021-05-13

[微笑]

牛市女皇“水逆期”，谁在背后推波助澜？

2021-05-13

财报也不是差得很离谱呀

抱歉，原内容已删除

2021-05-12

[微笑]

全球市场“紧盯”这一数据，美国通胀或创十年最大涨幅

2021-05-11

[笑哭]

马斯克发推特投票：是否希望特斯拉接受狗狗币支付？

2021-05-10

[微笑]

高通芯片曝高危漏洞！影响全球30%安卓手机

2021-05-10

[微笑]

抱歉，原内容已删除

2021-05-09

[微笑]

抱歉，原内容已删除

2021-05-07

[微笑]

英国资管巨头一季度再减持特斯拉1110万股

2021-05-06

[微笑]

抱歉，原内容已删除

2021-05-05

[流泪]

抱歉，原内容已删除

2021-04-30

[微笑]

抱歉，原内容已删除

2021-04-30

[微笑]

抱歉，原内容已删除

2021-04-30

[微笑]

恒指午后跌幅扩大至2%，新经济股普跌

2021-04-29

[财迷]

高盛：原油需求将现有史以来最大增幅，黄金迈向2000美元

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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微软董事会决定，比尔盖茨应当离开董事会\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 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月17日讯，据道琼斯消息，<a href=\"https://laohu8.com/S/MSFT\">微软</a>董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。</p><p>据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明，宣布两人离婚。声明表示，离婚后，两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。</p><p>声明说，经过深思熟虑，两人决定终止婚姻。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/979659bd61f4fd32becbe7846e437adf","relate_stocks":{"MSFT":"微软","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196570616","content_text":"5月17日讯，据道琼斯消息，微软董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明，宣布两人离婚。声明表示，离婚后，两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。声明说，经过深思熟虑，两人决定终止婚姻。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196475347,"gmtCreate":1621114876789,"gmtModify":1621114876789,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196475347","repostId":"2135851219","repostType":4,"repost":{"id":"2135851219","kind":"highlight","pubTimestamp":1621072816,"share":"https://www.laohu8.com/m/news/2135851219?lang=&edition=full","pubTime":"2021-05-15 18:00","market":"us","language":"zh","title":"美国走向“滞胀”的十字路口","url":"https://stock-news.laohu8.com/highlight/detail?id=2135851219","media":"华尔街见闻","summary":"近期，原材料及大宗商品价格急涨，美国消费者物价指数更录得10多年来最大升幅，再加上低就业，不禁让人联想到20世纪70年代美国滞胀。","content":"<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>首席投资策略师Michael Hartnett在过去的6个月内一直警告人们，通货膨胀的到来将不可避免。</p>\n<p>在美国本周升温的通胀数据和上周惨淡的就业数据公布之后，市场更关注零售销售数据，以此判断美国未来是否会陷入滞胀。</p>\n<p>事实是，从5月14日美国官方公布的数据来看，<b>美国4月份零售销售数据环比0%，不及预期1%</b>。</p>\n<p>更糟糕的是，美国4月份核心零售销售数据环比下降0.8%，预期为增长0.3%。</p>\n<p>值得注意的是，此前美国3月份零售数据爆表，录得9.8%，创去年5月以来新高。</p>\n<p><img src=\"https://static.tigerbbs.com/8bf4d9c5d464a1f12ab79de338a36468\" tg-width=\"500\" tg-height=\"269\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/ab03f9d73a0ce9be7e7861d8cd59e2b3\" tg-width=\"500\" tg-height=\"267\" referrerpolicy=\"no-referrer\"></p>\n<p><b>没有增长反而是停滞的零售销售数据说明了什么？</b>美国人不愿花钱了？</p>\n<p>Michael Hartnett认为，<b>2021年下半年，市场有可能将主要体现滞胀。在当前通胀的背景下，美国的经济并没有大家想的复苏强劲，而滞胀的风险已悄悄来临。</b></p>\n<p><b>近期，原材料及大宗商品价格急涨，美国消费者物价指数更录得10多年来最大升幅，再加上高通胀和低就业，不禁让人想到20世纪70年代的美国滞胀</b>。</p>\n<p>1970年至1983年，美国陷入历史上前所未有的经济滞胀，在生产下降和失业率猛增的同时，物价不但没有下跌反而普遍大幅度上涨，成为高通货膨胀率、高失业率和低经济增长并存的独特经济现象。</p>\n<p>此外，另一项美国数据显示，美国4月份进口物价指数年率实际公布10.60%，超过预期值10.2%，而前值为6.9%。</p>\n<p>有分析指出，美国4月进口物价指数可能会对未来通胀产生影响。如果生产企业无法消化进口商品的物价上升，最终将推高产品出厂价格，并传到至最终消费领域，推高通胀。</p>\n<p>5月12日晚间，美国通胀数据大幅高于市场预期，4月美国CPI和核心CPI同比分别上涨4.2%和3.0%，高于预期3.6%和2.3%，分别创2008年和1996年以来新高。</p>\n<p>数据公布后，<b>市场对美联储可能误判通胀的担忧加剧</b>。众所周知，美联储的主要任务是控制通货膨胀。而美联储发言人老生常谈的“通货风险是暂时的”这类发声安抚，对目前市场来说已是杯水车薪。</p>\n<p>因此，<b>市场重演2-3月份的剧本，对美联储的“不信任票”引发美国股债双杀</b>。</p>\n<p>美银美林认为，展望未来，5、6月份的美国通胀数据至关重要，因为如果继续保持高位，那么美联储在这种情况下，就不得不“急转弯”而加快缩紧步伐。</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>美国走向“滞胀”的十字路口</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{ 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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美国走向“滞胀”的十字路口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-15 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3630383><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行首席投资策略师Michael Hartnett在过去的6个月内一直警告人们，通货膨胀的到来将不可避免。\n在美国本周升温的通胀数据和上周惨淡的就业数据公布之后，市场更关注零售销售数据，以此判断美国未来是否会陷入滞胀。\n事实是，从5月14日美国官方公布的数据来看，美国4月份零售销售数据环比0%，不及预期1%。\n更糟糕的是，美国4月份核心零售销售数据环比下降0.8%，预期为增长0.3%。\n...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3630383\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","OEX":"标普100","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","IVV":"标普500指数ETF"},"source_url":"https://wallstreetcn.com/articles/3630383","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135851219","content_text":"美国银行首席投资策略师Michael Hartnett在过去的6个月内一直警告人们，通货膨胀的到来将不可避免。\n在美国本周升温的通胀数据和上周惨淡的就业数据公布之后，市场更关注零售销售数据，以此判断美国未来是否会陷入滞胀。\n事实是，从5月14日美国官方公布的数据来看，美国4月份零售销售数据环比0%，不及预期1%。\n更糟糕的是，美国4月份核心零售销售数据环比下降0.8%，预期为增长0.3%。\n值得注意的是，此前美国3月份零售数据爆表，录得9.8%，创去年5月以来新高。\n\n\n没有增长反而是停滞的零售销售数据说明了什么？美国人不愿花钱了？\nMichael Hartnett认为，2021年下半年，市场有可能将主要体现滞胀。在当前通胀的背景下，美国的经济并没有大家想的复苏强劲，而滞胀的风险已悄悄来临。\n近期，原材料及大宗商品价格急涨，美国消费者物价指数更录得10多年来最大升幅，再加上高通胀和低就业，不禁让人想到20世纪70年代的美国滞胀。\n1970年至1983年，美国陷入历史上前所未有的经济滞胀，在生产下降和失业率猛增的同时，物价不但没有下跌反而普遍大幅度上涨，成为高通货膨胀率、高失业率和低经济增长并存的独特经济现象。\n此外，另一项美国数据显示，美国4月份进口物价指数年率实际公布10.60%，超过预期值10.2%，而前值为6.9%。\n有分析指出，美国4月进口物价指数可能会对未来通胀产生影响。如果生产企业无法消化进口商品的物价上升，最终将推高产品出厂价格，并传到至最终消费领域，推高通胀。\n5月12日晚间，美国通胀数据大幅高于市场预期，4月美国CPI和核心CPI同比分别上涨4.2%和3.0%，高于预期3.6%和2.3%，分别创2008年和1996年以来新高。\n数据公布后，市场对美联储可能误判通胀的担忧加剧。众所周知，美联储的主要任务是控制通货膨胀。而美联储发言人老生常谈的“通货风险是暂时的”这类发声安抚，对目前市场来说已是杯水车薪。\n因此，市场重演2-3月份的剧本，对美联储的“不信任票”引发美国股债双杀。\n美银美林认为，展望未来，5、6月份的美国通胀数据至关重要，因为如果继续保持高位，那么美联储在这种情况下，就不得不“急转弯”而加快缩紧步伐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198782866,"gmtCreate":1620991085255,"gmtModify":1620991085255,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198782866","repostId":"2135676588","repostType":4,"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191578260,"gmtCreate":1620894632150,"gmtModify":1620894632150,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191578260","repostId":"1131342481","repostType":4,"repost":{"id":"1131342481","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1620891721,"share":"https://www.laohu8.com/m/news/1131342481?lang=&edition=full","pubTime":"2021-05-13 15:42","market":"us","language":"zh","title":"牛市女皇“水逆期”，谁在背后推波助澜？","url":"https://stock-news.laohu8.com/highlight/detail?id=1131342481","media":"Wind万得","summary":"香港万得通讯社综合报道，美国4月CPI大幅上升加剧对美联储提前加息的担忧，隔夜美国股市再度受挫，科技股进一步走弱，“牛市女皇”凯瑟琳·伍德旗下方舟投资（ARK Invest）基金又一次受到打击。凭借成","content":"<p>香港万得通讯社综合报道，美国4月CPI大幅上升加剧对美联储提前加息的担忧，隔夜美国股市再度受挫，科技股进一步走弱，“牛市女皇”凯瑟琳·伍德旗下方舟投资（ARK Invest）基金又一次受到打击。</p><p>凭借成功押注受惠疫情期间居家办公的公司，伍德去年被评为明星选股人。但在今年5月科技股及其他高成长公司股票遭抛售期间，方舟旗下ETF的跌幅超过了大盘。一份报告显示，方舟ETF最近遭大幅抛售，背后的主要推手并不是捉摸不定的散户投资者，而是机构。</p><p><b>科技股修正重创方舟ETF</b></p><p>伴随科技股下挫，伍德的旗舰基金方舟创新ETF周三（5月12日）跌3.73%，在5月前8个交易日累计下跌15%，超过其在今年2月和3月的跌幅，当时围绕债券收益率急剧走高的担忧开始冲击成长股。方舟创新ETF目前较2月中旬高点已回落逾三分之一，年内迄今下跌近18%。相比之下，以科技股为主的纳斯达克指数5月迄今下跌约6.7%，标普500指数跌幅约为2.8%。</p><p><img src=\"https://static.tigerbbs.com/61992aa519a545e0d9befe8b82a830b0\" tg-width=\"682\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>方舟ETF持有的许多股票来自未盈利的科技和生物技术公司，这些公司因被寄望有朝一日成为行业主导者而获得高估值。但是，最近这些股票因通胀担忧和美联储收紧政策的预期出现大幅回调。</p><p>美国劳工部周三公布，美国4月CPI同比上升4.2%，创2008年以来最大升幅，环比升幅达0.8%，创2009年6月以来最大升幅。剔除波动较大的食品和能源后，核心CPI同比上升3.0%，高于美联储2%的通胀目标。这令投资者越发担心当前的物价急涨会否演变成长期通胀，并促使美联储比预期更早收紧货币政策。</p><p>CPI数据出炉后，市场对美联储加息的预期跳升。欧洲美元期货暗示，美联储2022年12月底前加息的概率约为80%，2023年3月至6月加息25个基点的概率达到100%。美国10年期国债收益率一度升至一个月高位1.697%。</p><p>通胀担忧引发美股新一波广泛抛售。标普500指数周三收盘跌2.14%，创2月以来最大单日百分比跌幅，道琼斯指数和纳斯达克指数分别跌1.99%和2.67%。</p><p>投资者担心，利率上升会侵蚀科技公司未来现金流的价值，而且在更高的利率环境下科技股估值的吸引力会被削弱。这使得以大举押注科技股而闻名的方舟基金首当其冲。</p><p>据《华尔街日报》，方舟基金青睐的多只股票回吐了部分去年积累的巨额收益，其重仓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周三跌超4%，5月以来下跌近17%，去年该公司股价飙升了700%。<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc.</a>、FastlyInc.、TwilioInc.和Crispr Therapeutics AG等其他几乎没有实现盈利的疫情赢家的跌幅则更大。</p><p>鲜有科技股能对这轮下跌免疫。即使像FAANG（脸书、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、奈飞和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet）这样的大型科技股，本月也经历了5.5%至9.1%不等的下滑。尽管这些科技巨头最近一个季度业绩井喷，但许多投资者认为，随着美国经济重启以及通胀和加息预期升温，经济风向已经从这些公司转移。</p><p><b>机构抛货，散户仍坚定</b></p><p>也许有人会猜测，ARKK遭遇大幅回撤会损及散户投资者对方舟投资的信心，但根据研究公司Vanda Research的报告，方舟系列基金近期的大跌是由机构投资者所推动，而非散户投资者。</p><p>据商业内幕，Vanda Research的报告称，机构投资者要么卖出，要么增持看跌期权来对冲他们持有的方舟ETF敞口。反观散户投资者，正在逢低买入方舟ETF。方舟ETF去年出色的业绩吸引了大量散户投资者的加入，在一定程度上帮助方舟投资管理的资产规模从疫情暴发前的约35亿美元达到一年后的500亿美元。</p><p>Vanda Research表示，将方舟ETF的陨落归咎于散户投资者反复无常的风险偏好确实很容易，但研究也发现，流入ARKK的280亿美元中，仅11亿美元来自散户。</p><p>该公司报告称，根据罗宾汉、富达等经纪商的数据，在方舟ETF遭遇大规模赎回期间，散户投资者实际上在逢低吸纳，进一步凸显了机构和散户之间的差异性。</p><p>虽然散户对方舟ETF表现出“钻石手”（diamondhands）的心态——形容准备好持有头寸直至最终目标实现为止，不畏惧任何潜在的风险、逆风和亏损，但机构投资者更倾向“纸手”（paperhands）交易——可能无法忍受市况恶化而早早清仓离场。根据Vanda Research的研究，方舟看好的多只股票的看跌押注激增，例如，移动电竞平台Skillz股票的卖空比例在最近几周急升至60%。<img src=\"https://static.tigerbbs.com/4fdfecfc377918269a0cfa86335a4c2d\" tg-width=\"692\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Vanda Research还称，ARKK所持股票的卖权溢价也首次超过了买权溢价，表明机构投资者正试图打压估值极度过高的股票。在对方舟ETF的空头押注缓和之前，“这场风暴似乎还远没有结束”。</p><p>报告总结道：“机构投资者对ARK的敞口比大多数专家认为的要多得多。随着价格继续下跌，我们可能会看到更多的强制清算，而没有风险敞口的机构投资者可能通过加大力度做空或购买看跌期权来对冲股票下跌的风险。”</p><p>不过，掌管方舟投资的伍德并不担忧科技股近期回调的走势，她上周接受媒体采访时表示，她十分看好这个投资组合，认为长期内势必会得到回报。</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>牛市女皇“水逆期”，谁在背后推波助澜？</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牛市女皇“水逆期”，谁在背后推波助澜？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-05-13 15:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>香港万得通讯社综合报道，美国4月CPI大幅上升加剧对美联储提前加息的担忧，隔夜美国股市再度受挫，科技股进一步走弱，“牛市女皇”凯瑟琳·伍德旗下方舟投资（ARK Invest）基金又一次受到打击。</p><p>凭借成功押注受惠疫情期间居家办公的公司，伍德去年被评为明星选股人。但在今年5月科技股及其他高成长公司股票遭抛售期间，方舟旗下ETF的跌幅超过了大盘。一份报告显示，方舟ETF最近遭大幅抛售，背后的主要推手并不是捉摸不定的散户投资者，而是机构。</p><p><b>科技股修正重创方舟ETF</b></p><p>伴随科技股下挫，伍德的旗舰基金方舟创新ETF周三（5月12日）跌3.73%，在5月前8个交易日累计下跌15%，超过其在今年2月和3月的跌幅，当时围绕债券收益率急剧走高的担忧开始冲击成长股。方舟创新ETF目前较2月中旬高点已回落逾三分之一，年内迄今下跌近18%。相比之下，以科技股为主的纳斯达克指数5月迄今下跌约6.7%，标普500指数跌幅约为2.8%。</p><p><img src=\"https://static.tigerbbs.com/61992aa519a545e0d9befe8b82a830b0\" tg-width=\"682\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p>方舟ETF持有的许多股票来自未盈利的科技和生物技术公司，这些公司因被寄望有朝一日成为行业主导者而获得高估值。但是，最近这些股票因通胀担忧和美联储收紧政策的预期出现大幅回调。</p><p>美国劳工部周三公布，美国4月CPI同比上升4.2%，创2008年以来最大升幅，环比升幅达0.8%，创2009年6月以来最大升幅。剔除波动较大的食品和能源后，核心CPI同比上升3.0%，高于美联储2%的通胀目标。这令投资者越发担心当前的物价急涨会否演变成长期通胀，并促使美联储比预期更早收紧货币政策。</p><p>CPI数据出炉后，市场对美联储加息的预期跳升。欧洲美元期货暗示，美联储2022年12月底前加息的概率约为80%，2023年3月至6月加息25个基点的概率达到100%。美国10年期国债收益率一度升至一个月高位1.697%。</p><p>通胀担忧引发美股新一波广泛抛售。标普500指数周三收盘跌2.14%，创2月以来最大单日百分比跌幅，道琼斯指数和纳斯达克指数分别跌1.99%和2.67%。</p><p>投资者担心，利率上升会侵蚀科技公司未来现金流的价值，而且在更高的利率环境下科技股估值的吸引力会被削弱。这使得以大举押注科技股而闻名的方舟基金首当其冲。</p><p>据《华尔街日报》，方舟基金青睐的多只股票回吐了部分去年积累的巨额收益，其重仓的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周三跌超4%，5月以来下跌近17%，去年该公司股价飙升了700%。<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health Inc.</a>、FastlyInc.、TwilioInc.和Crispr Therapeutics AG等其他几乎没有实现盈利的疫情赢家的跌幅则更大。</p><p>鲜有科技股能对这轮下跌免疫。即使像FAANG（脸书、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、奈飞和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet）这样的大型科技股，本月也经历了5.5%至9.1%不等的下滑。尽管这些科技巨头最近一个季度业绩井喷，但许多投资者认为，随着美国经济重启以及通胀和加息预期升温，经济风向已经从这些公司转移。</p><p><b>机构抛货，散户仍坚定</b></p><p>也许有人会猜测，ARKK遭遇大幅回撤会损及散户投资者对方舟投资的信心，但根据研究公司Vanda Research的报告，方舟系列基金近期的大跌是由机构投资者所推动，而非散户投资者。</p><p>据商业内幕，Vanda Research的报告称，机构投资者要么卖出，要么增持看跌期权来对冲他们持有的方舟ETF敞口。反观散户投资者，正在逢低买入方舟ETF。方舟ETF去年出色的业绩吸引了大量散户投资者的加入，在一定程度上帮助方舟投资管理的资产规模从疫情暴发前的约35亿美元达到一年后的500亿美元。</p><p>Vanda Research表示，将方舟ETF的陨落归咎于散户投资者反复无常的风险偏好确实很容易，但研究也发现，流入ARKK的280亿美元中，仅11亿美元来自散户。</p><p>该公司报告称，根据罗宾汉、富达等经纪商的数据，在方舟ETF遭遇大规模赎回期间，散户投资者实际上在逢低吸纳，进一步凸显了机构和散户之间的差异性。</p><p>虽然散户对方舟ETF表现出“钻石手”（diamondhands）的心态——形容准备好持有头寸直至最终目标实现为止，不畏惧任何潜在的风险、逆风和亏损，但机构投资者更倾向“纸手”（paperhands）交易——可能无法忍受市况恶化而早早清仓离场。根据Vanda Research的研究，方舟看好的多只股票的看跌押注激增，例如，移动电竞平台Skillz股票的卖空比例在最近几周急升至60%。<img src=\"https://static.tigerbbs.com/4fdfecfc377918269a0cfa86335a4c2d\" tg-width=\"692\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Vanda Research还称，ARKK所持股票的卖权溢价也首次超过了买权溢价，表明机构投资者正试图打压估值极度过高的股票。在对方舟ETF的空头押注缓和之前，“这场风暴似乎还远没有结束”。</p><p>报告总结道：“机构投资者对ARK的敞口比大多数专家认为的要多得多。随着价格继续下跌，我们可能会看到更多的强制清算，而没有风险敞口的机构投资者可能通过加大力度做空或购买看跌期权来对冲股票下跌的风险。”</p><p>不过，掌管方舟投资的伍德并不担忧科技股近期回调的走势，她上周接受媒体采访时表示，她十分看好这个投资组合，认为长期内势必会得到回报。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc10dd92e6bbe5f89cf9438eabdad5c3","relate_stocks":{"ARKK":"ARK Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131342481","content_text":"香港万得通讯社综合报道，美国4月CPI大幅上升加剧对美联储提前加息的担忧，隔夜美国股市再度受挫，科技股进一步走弱，“牛市女皇”凯瑟琳·伍德旗下方舟投资（ARK Invest）基金又一次受到打击。凭借成功押注受惠疫情期间居家办公的公司，伍德去年被评为明星选股人。但在今年5月科技股及其他高成长公司股票遭抛售期间，方舟旗下ETF的跌幅超过了大盘。一份报告显示，方舟ETF最近遭大幅抛售，背后的主要推手并不是捉摸不定的散户投资者，而是机构。科技股修正重创方舟ETF伴随科技股下挫，伍德的旗舰基金方舟创新ETF周三（5月12日）跌3.73%，在5月前8个交易日累计下跌15%，超过其在今年2月和3月的跌幅，当时围绕债券收益率急剧走高的担忧开始冲击成长股。方舟创新ETF目前较2月中旬高点已回落逾三分之一，年内迄今下跌近18%。相比之下，以科技股为主的纳斯达克指数5月迄今下跌约6.7%，标普500指数跌幅约为2.8%。方舟ETF持有的许多股票来自未盈利的科技和生物技术公司，这些公司因被寄望有朝一日成为行业主导者而获得高估值。但是，最近这些股票因通胀担忧和美联储收紧政策的预期出现大幅回调。美国劳工部周三公布，美国4月CPI同比上升4.2%，创2008年以来最大升幅，环比升幅达0.8%，创2009年6月以来最大升幅。剔除波动较大的食品和能源后，核心CPI同比上升3.0%，高于美联储2%的通胀目标。这令投资者越发担心当前的物价急涨会否演变成长期通胀，并促使美联储比预期更早收紧货币政策。CPI数据出炉后，市场对美联储加息的预期跳升。欧洲美元期货暗示，美联储2022年12月底前加息的概率约为80%，2023年3月至6月加息25个基点的概率达到100%。美国10年期国债收益率一度升至一个月高位1.697%。通胀担忧引发美股新一波广泛抛售。标普500指数周三收盘跌2.14%，创2月以来最大单日百分比跌幅，道琼斯指数和纳斯达克指数分别跌1.99%和2.67%。投资者担心，利率上升会侵蚀科技公司未来现金流的价值，而且在更高的利率环境下科技股估值的吸引力会被削弱。这使得以大举押注科技股而闻名的方舟基金首当其冲。据《华尔街日报》，方舟基金青睐的多只股票回吐了部分去年积累的巨额收益，其重仓的特斯拉周三跌超4%，5月以来下跌近17%，去年该公司股价飙升了700%。Teladoc Health Inc.、FastlyInc.、TwilioInc.和Crispr Therapeutics AG等其他几乎没有实现盈利的疫情赢家的跌幅则更大。鲜有科技股能对这轮下跌免疫。即使像FAANG（脸书、亚马逊、苹果、奈飞和谷歌母公司Alphabet）这样的大型科技股，本月也经历了5.5%至9.1%不等的下滑。尽管这些科技巨头最近一个季度业绩井喷，但许多投资者认为，随着美国经济重启以及通胀和加息预期升温，经济风向已经从这些公司转移。机构抛货，散户仍坚定也许有人会猜测，ARKK遭遇大幅回撤会损及散户投资者对方舟投资的信心，但根据研究公司Vanda Research的报告，方舟系列基金近期的大跌是由机构投资者所推动，而非散户投资者。据商业内幕，Vanda Research的报告称，机构投资者要么卖出，要么增持看跌期权来对冲他们持有的方舟ETF敞口。反观散户投资者，正在逢低买入方舟ETF。方舟ETF去年出色的业绩吸引了大量散户投资者的加入，在一定程度上帮助方舟投资管理的资产规模从疫情暴发前的约35亿美元达到一年后的500亿美元。Vanda Research表示，将方舟ETF的陨落归咎于散户投资者反复无常的风险偏好确实很容易，但研究也发现，流入ARKK的280亿美元中，仅11亿美元来自散户。该公司报告称，根据罗宾汉、富达等经纪商的数据，在方舟ETF遭遇大规模赎回期间，散户投资者实际上在逢低吸纳，进一步凸显了机构和散户之间的差异性。虽然散户对方舟ETF表现出“钻石手”（diamondhands）的心态——形容准备好持有头寸直至最终目标实现为止，不畏惧任何潜在的风险、逆风和亏损，但机构投资者更倾向“纸手”（paperhands）交易——可能无法忍受市况恶化而早早清仓离场。根据Vanda Research的研究，方舟看好的多只股票的看跌押注激增，例如，移动电竞平台Skillz股票的卖空比例在最近几周急升至60%。Vanda Research还称，ARKK所持股票的卖权溢价也首次超过了买权溢价，表明机构投资者正试图打压估值极度过高的股票。在对方舟ETF的空头押注缓和之前，“这场风暴似乎还远没有结束”。报告总结道：“机构投资者对ARK的敞口比大多数专家认为的要多得多。随着价格继续下跌，我们可能会看到更多的强制清算，而没有风险敞口的机构投资者可能通过加大力度做空或购买看跌期权来对冲股票下跌的风险。”不过，掌管方舟投资的伍德并不担忧科技股近期回调的走势，她上周接受媒体采访时表示，她十分看好这个投资组合，认为长期内势必会得到回报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191337717,"gmtCreate":1620848918239,"gmtModify":1620848918239,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"财报也不是差得很离谱呀","listText":"财报也不是差得很离谱呀","text":"财报也不是差得很离谱呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191337717","repostId":"2135617390","repostType":2,"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193564124,"gmtCreate":1620800798968,"gmtModify":1620800798968,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193564124","repostId":"2134695868","repostType":4,"repost":{"id":"2134695868","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1620785821,"share":"https://www.laohu8.com/m/news/2134695868?lang=&edition=full","pubTime":"2021-05-12 10:17","market":"us","language":"zh","title":"全球市场“紧盯”这一数据，美国通胀或创十年最大涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2134695868","media":"Wind万得","summary":"北京时间5月12日20：30，美国将公布一系列通胀数据。经济学家预期，4月份的消费者通胀数据将显示近十年来最大的同比增长。而亚太市场也因为通胀忧虑加快抛售步伐。\n美国通胀数据“很热”，但美联储料将无动","content":"<p>北京时间5月12日20：30，美国将公布一系列通胀数据。经济学家预期，4月份的消费者通胀数据将显示近十年来最大的同比增长。而亚太市场也因为通胀忧虑加快抛售步伐。</p>\n<p><b>美国通胀数据“很热”，但美联储料将无动于衷</b></p>\n<p>经济学家预计4月份整体消费者价格指数(CPI)将上涨3.6%，这将是2011年9月以来的最大涨幅。据道琼斯(Dow Jones)称，预计CPI环比上涨0.2%。相比之下，3月份增长了0.6%，同比增长了2.6%。</p>\n<p>对于已经在通货膨胀预期下加速抛售的美股市场来说，如果CPI显示出比预期更大的增长，尤其是在上月的数据中，那么它的重要性将会增加。</p>\n<p><a href=\"https://laohu8.com/S/MCO\">穆迪</a>分析公司的首席经济学家马克·赞迪说：“市场可能会有下意识的反应。”但他表示，美联储将从容应对更高的通胀，而这一突然升温应该是暂时的。</p>\n<p>经济学家一直预计，4月份的数据将显示同比大幅增长，以解释去年的基数效应。去年，疫情爆发和经济关闭导致价格疲软。NatWest Markets首席美国经济学家<a href=\"https://laohu8.com/S/CMI\">康明斯</a>(Kevin Cummins)说，他预计整体通胀率将在5月份达到3.9%的峰值，6月份才会开始回落。</p>\n<p>CPI报告出炉之际，市场对通胀的预期一直在上升。Bleakley Advisory Group的首席投资官Peter Boockvar表示，市场预期未来5年的平均通胀率将达到2.71%。\"这些通胀数据目前面临上行风险，认为这种风险不是暂时的。\"</p>\n<p><b>美银：银行有望在本轮通胀中跑赢大盘</b></p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>在一份新的行业概述中表示，通胀呈上升趋势，这意味着对银行可能产生一系列新的影响。</p>\n<p>美银表示，这将再次成为“金发姑娘”式的通胀——在经济强劲和收益率曲线有利的时期，通胀率超过2%的温和通胀。在这些时期，银行往往会跑赢大盘。</p>\n<p>考虑到市场对银行股健康复苏的预期以及收益率曲线更陡峭，该行表示：“我们认为，银行股的持续上涨仍有充足的动力。”</p>\n<p>美国银行表示，只要有适当的宏观因素，适度的通胀对银行是有效的。1991年，在收益率曲线回升和扩大的背景下，它们的表现优于通货膨胀，2011年也出现了类似的反弹。</p>\n<p>报告称：“也就是说，70年代和80年代出现的物质通胀，以及随后美联储迅速加息的行动，对银行股不利。”报告强调，美联储传递的信息指向，允许与重新开市相关的通胀“仅小幅(暂时)”高于2%的目标。</p>\n<p><b>亚太市场对美国通胀保持谨慎</b></p>\n<p>亚太市场周三开盘普遍走弱，因投资者对通膨担忧加剧保持谨慎。东证指数早盘一度下跌逾1%，日经225早盘也跌近1%。韩国综合指数下跌0.86%，而澳洲标普200下跌0.85%。</p>\n<p>国家银行的高级外汇策略师罗德里戈·卡特里尔(Rodrigo Catril)表示：“周一美国股市开始的科技股领跌昨日延伸至亚太地区，欧洲股市连夜下跌，出现了一些重大损失。”</p>\n<p>他表示:“在大宗商品价格上涨的背景下，通胀担忧被认为是周一晚间美国科技股引领股市抛售的原因。”“尽管如此，看看过去24小时发布的数据，人们可能会说，我们至少又有了一个新的证据，表明通胀正在上升。”(智通财经编辑：张金亮)</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>全球市场“紧盯”这一数据，美国通胀或创十年最大涨幅</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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球市场“紧盯”这一数据，美国通胀或创十年最大涨幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-05-12 10:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间5月12日20：30，美国将公布一系列通胀数据。经济学家预期，4月份的消费者通胀数据将显示近十年来最大的同比增长。而亚太市场也因为通胀忧虑加快抛售步伐。</p>\n<p><b>美国通胀数据“很热”，但美联储料将无动于衷</b></p>\n<p>经济学家预计4月份整体消费者价格指数(CPI)将上涨3.6%，这将是2011年9月以来的最大涨幅。据道琼斯(Dow Jones)称，预计CPI环比上涨0.2%。相比之下，3月份增长了0.6%，同比增长了2.6%。</p>\n<p>对于已经在通货膨胀预期下加速抛售的美股市场来说，如果CPI显示出比预期更大的增长，尤其是在上月的数据中，那么它的重要性将会增加。</p>\n<p><a href=\"https://laohu8.com/S/MCO\">穆迪</a>分析公司的首席经济学家马克·赞迪说：“市场可能会有下意识的反应。”但他表示，美联储将从容应对更高的通胀，而这一突然升温应该是暂时的。</p>\n<p>经济学家一直预计，4月份的数据将显示同比大幅增长，以解释去年的基数效应。去年，疫情爆发和经济关闭导致价格疲软。NatWest Markets首席美国经济学家<a href=\"https://laohu8.com/S/CMI\">康明斯</a>(Kevin Cummins)说，他预计整体通胀率将在5月份达到3.9%的峰值，6月份才会开始回落。</p>\n<p>CPI报告出炉之际，市场对通胀的预期一直在上升。Bleakley Advisory Group的首席投资官Peter Boockvar表示，市场预期未来5年的平均通胀率将达到2.71%。\"这些通胀数据目前面临上行风险，认为这种风险不是暂时的。\"</p>\n<p><b>美银：银行有望在本轮通胀中跑赢大盘</b></p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>在一份新的行业概述中表示，通胀呈上升趋势，这意味着对银行可能产生一系列新的影响。</p>\n<p>美银表示，这将再次成为“金发姑娘”式的通胀——在经济强劲和收益率曲线有利的时期，通胀率超过2%的温和通胀。在这些时期，银行往往会跑赢大盘。</p>\n<p>考虑到市场对银行股健康复苏的预期以及收益率曲线更陡峭，该行表示：“我们认为，银行股的持续上涨仍有充足的动力。”</p>\n<p>美国银行表示，只要有适当的宏观因素，适度的通胀对银行是有效的。1991年，在收益率曲线回升和扩大的背景下，它们的表现优于通货膨胀，2011年也出现了类似的反弹。</p>\n<p>报告称：“也就是说，70年代和80年代出现的物质通胀，以及随后美联储迅速加息的行动，对银行股不利。”报告强调，美联储传递的信息指向，允许与重新开市相关的通胀“仅小幅(暂时)”高于2%的目标。</p>\n<p><b>亚太市场对美国通胀保持谨慎</b></p>\n<p>亚太市场周三开盘普遍走弱，因投资者对通膨担忧加剧保持谨慎。东证指数早盘一度下跌逾1%，日经225早盘也跌近1%。韩国综合指数下跌0.86%，而澳洲标普200下跌0.85%。</p>\n<p>国家银行的高级外汇策略师罗德里戈·卡特里尔(Rodrigo Catril)表示：“周一美国股市开始的科技股领跌昨日延伸至亚太地区，欧洲股市连夜下跌，出现了一些重大损失。”</p>\n<p>他表示:“在大宗商品价格上涨的背景下，通胀担忧被认为是周一晚间美国科技股引领股市抛售的原因。”“尽管如此，看看过去24小时发布的数据，人们可能会说，我们至少又有了一个新的证据，表明通胀正在上升。”(智通财经编辑：张金亮)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac17a32a0a8bfe6f02a380d26d82ee1e","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index","OEF":"标普100指数ETF-iShares","OEX":"标普100","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134695868","content_text":"北京时间5月12日20：30，美国将公布一系列通胀数据。经济学家预期，4月份的消费者通胀数据将显示近十年来最大的同比增长。而亚太市场也因为通胀忧虑加快抛售步伐。\n美国通胀数据“很热”，但美联储料将无动于衷\n经济学家预计4月份整体消费者价格指数(CPI)将上涨3.6%，这将是2011年9月以来的最大涨幅。据道琼斯(Dow Jones)称，预计CPI环比上涨0.2%。相比之下，3月份增长了0.6%，同比增长了2.6%。\n对于已经在通货膨胀预期下加速抛售的美股市场来说，如果CPI显示出比预期更大的增长，尤其是在上月的数据中，那么它的重要性将会增加。\n穆迪分析公司的首席经济学家马克·赞迪说：“市场可能会有下意识的反应。”但他表示，美联储将从容应对更高的通胀，而这一突然升温应该是暂时的。\n经济学家一直预计，4月份的数据将显示同比大幅增长，以解释去年的基数效应。去年，疫情爆发和经济关闭导致价格疲软。NatWest Markets首席美国经济学家康明斯(Kevin Cummins)说，他预计整体通胀率将在5月份达到3.9%的峰值，6月份才会开始回落。\nCPI报告出炉之际，市场对通胀的预期一直在上升。Bleakley Advisory Group的首席投资官Peter Boockvar表示，市场预期未来5年的平均通胀率将达到2.71%。\"这些通胀数据目前面临上行风险，认为这种风险不是暂时的。\"\n美银：银行有望在本轮通胀中跑赢大盘\n美国银行在一份新的行业概述中表示，通胀呈上升趋势，这意味着对银行可能产生一系列新的影响。\n美银表示，这将再次成为“金发姑娘”式的通胀——在经济强劲和收益率曲线有利的时期，通胀率超过2%的温和通胀。在这些时期，银行往往会跑赢大盘。\n考虑到市场对银行股健康复苏的预期以及收益率曲线更陡峭，该行表示：“我们认为，银行股的持续上涨仍有充足的动力。”\n美国银行表示，只要有适当的宏观因素，适度的通胀对银行是有效的。1991年，在收益率曲线回升和扩大的背景下，它们的表现优于通货膨胀，2011年也出现了类似的反弹。\n报告称：“也就是说，70年代和80年代出现的物质通胀，以及随后美联储迅速加息的行动，对银行股不利。”报告强调，美联储传递的信息指向，允许与重新开市相关的通胀“仅小幅(暂时)”高于2%的目标。\n亚太市场对美国通胀保持谨慎\n亚太市场周三开盘普遍走弱，因投资者对通膨担忧加剧保持谨慎。东证指数早盘一度下跌逾1%，日经225早盘也跌近1%。韩国综合指数下跌0.86%，而澳洲标普200下跌0.85%。\n国家银行的高级外汇策略师罗德里戈·卡特里尔(Rodrigo Catril)表示：“周一美国股市开始的科技股领跌昨日延伸至亚太地区，欧洲股市连夜下跌，出现了一些重大损失。”\n他表示:“在大宗商品价格上涨的背景下，通胀担忧被认为是周一晚间美国科技股引领股市抛售的原因。”“尽管如此，看看过去24小时发布的数据，人们可能会说，我们至少又有了一个新的证据，表明通胀正在上升。”(智通财经编辑：张金亮)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199480822,"gmtCreate":1620726215966,"gmtModify":1620726215966,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/199480822","repostId":"1147101527","repostType":4,"repost":{"id":"1147101527","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620721100,"share":"https://www.laohu8.com/m/news/1147101527?lang=&edition=full","pubTime":"2021-05-11 16:18","market":"us","language":"zh","title":"马斯克发推特投票：是否希望特斯拉接受狗狗币支付？","url":"https://stock-news.laohu8.com/highlight/detail?id=1147101527","media":"老虎资讯综合","summary":"特斯拉CEO马斯克在推特发起投票：是否希望特斯拉接受狗狗币支付？\n受此消息影响，狗狗币短线拉升，现跌幅收窄至3.4%。","content":"<p>特斯拉CEO马斯克在推特发起投票：是否希望特斯拉接受狗狗币支付？</p>\n<p>受此消息影响，狗狗币短线拉升，现跌幅收窄至3.4%。<img src=\"https://static.tigerbbs.com/8e12f66356a0e48d7d10105d59b42c19\" tg-width=\"613\" tg-height=\"190\"></p>\n<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\" />\n<title>马斯克发推特投票：是否希望特斯拉接受狗狗币支付？</title>\n<style 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16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特斯拉CEO马斯克在推特发起投票：是否希望特斯拉接受狗狗币支付？</p>\n<p>受此消息影响，狗狗币短线拉升，现跌幅收窄至3.4%。<img src=\"https://static.tigerbbs.com/8e12f66356a0e48d7d10105d59b42c19\" tg-width=\"613\" tg-height=\"190\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147101527","content_text":"特斯拉CEO马斯克在推特发起投票：是否希望特斯拉接受狗狗币支付？\n受此消息影响，狗狗币短线拉升，现跌幅收窄至3.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190505015,"gmtCreate":1620629823037,"gmtModify":1620629823037,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190505015","repostId":"2134681231","repostType":4,"repost":{"id":"2134681231","kind":"news","pubTimestamp":1620629123,"share":"https://www.laohu8.com/m/news/2134681231?lang=&edition=full","pubTime":"2021-05-10 14:45","market":"us","language":"zh","title":"高通芯片曝高危漏洞！影响全球30%安卓手机","url":"https://stock-news.laohu8.com/highlight/detail?id=2134681231","media":"新智元","summary":"来怕什么来什么！几日前，苹果最安全的系统macOS被攻击了几个月才修复漏洞；安卓那边也不消停：一个新的高通芯片漏洞可能会影响全球 30% 的 Android 手机。据报道，高通公司的5G调制解调器存在","content":"<p>来怕什么来什么！</p><p>几日前，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>最安全的系统macOS被攻击了几个月才修复漏洞；</p><p>安卓那边也不消停：一个新的<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片漏洞可能会影响全球 30% 的 Android 手机。</p><p><img src=\"https://static.tigerbbs.com/08955e8d5dd1f209f02aeaaf58b12ab0\" tg-width=\"548\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p>据报道，<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司的5G调制解调器存在一个非常严重的缺陷，可以通过Android加以利用，从而可能使成千上万的用户面临风险。</p><p>制造商和网络运营商一直在努力推动5G技术发展，但现在看来，为用户启用该技术的最关键硬件可能也会使它们面临风险。</p><p>黑客使用Android注入恶意代码，将活动隐藏在调制解调器</p><p>高通公司的MSM是用于连接2G，3G，4G和5G系统的一系列芯片。</p><p>以色列Internet 安全解决方案供应商Check Point发现了高通的Mobile Station Modem（MSM）以及Android通过Qualcomm MSM Interface（QMI）与MSM进行通信的能力中的缺陷。</p><p><img src=\"https://static.tigerbbs.com/6afc062f77647593dd09cab57047917f\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>攻击者可以使用Android本身来注入恶意代码，而应用程序可以使用此漏洞将其活动隐藏在调制解调器中，并有效地使其对Android用于检测恶意活动的安全功能不可见。</p><p>一旦攻击者可以访问，他们就可以查看用户的SMS历史记录，呼叫历史记录，甚至可以收听实时对话。黑客还可以利用此漏洞来解锁设备的SIM卡。</p><p><img src=\"https://static.tigerbbs.com/f5b4674cff785a675135493616170dfb\" tg-width=\"548\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p><p>Check Point 发言人Ekram Ahmed表示，从本质上讲，攻击者可以利用这个漏洞，通过恶意的或木马化的安卓应用程序（APP），远程攻击移动设备。</p><p>他说：「假设一个恶意应用程序在手机上运行，它可以利用这个漏洞将自己‘隐藏’在调制解调器芯片中，使其在目前手机上的所有安全措施中不可见。」</p><p>可能影响全球30%的Android手机</p><p>Check Point指出，高通确认了此问题，将其定义为高度漏洞，并将其记录为&nbsp;CVE-2020-11292。Bleeping Computer指出，高通于2020年12月向供应商提供了安全补丁程序，尽管它似乎尚未成为每月的Android安全补丁程序。</p><p>该漏洞的影响可能是深远的：MSM 自移动互联网前 2G 时代的移动设备开始使用，根据 Check Point 的数据，QMI 在全球大约 30% 的手机中使用，包括<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> Pixel、LG 手机、一加手机、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的旗舰 Galaxy 系列和小米手机。</p><p><img src=\"https://static.tigerbbs.com/9f3984473961ce858dc96024a8200821\" tg-width=\"275\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p><p>小tips</p><p>以下是一些基于Check Point的建议以确保设备安全的提示：</p><p>始终运行最新版本的操作系统，以保护您的设备免受漏洞和攻击。</p><p>始终从官方应用程序商店或其他可信来源安装应用程序。</p><p>为了减少敏感数据丢失的可能性，所有设备都应启用远程擦除。</p><p>在所有设备上安装防病毒软件，例如CIRA Canadian Shield。</p><p>好在，高通公司已经发布了一个修复方案，但是补丁的推出速度会很慢。</p><p>Check Point也建议，用户应定时检查手机的安全更新，并确保升级至最新版本。至于具体有哪些安卓设备收到了相关补丁、设备已修复、哪些还未修复，预计在 6 月公布的 安卓安全公告会予以公开。</p><p>最后，考虑到许多 Android 智能机厂商只给手机提供了 2 年的大版本更新，预计许多入门级设备可能无法快速获得这一补丁、甚至根本就不再有安全更新。</p><p>实际上，高通公司的芯片以前就有缺陷。</p><p><img src=\"https://static.tigerbbs.com/0b8bfc3dbd30f4377489e0bd49c5bef1\" tg-width=\"580\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p><p>例如，Check Point 在去年的 DEF CON 上披露了高通公司骁龙移动芯片组的六个严重缺陷，它们影响了 40% 正在使用的安卓手机，并使手机受到拒绝服务和权限升级的攻击。</p>","source":"lsy1569730104218","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>高通芯片曝高危漏洞！影响全球30%安卓手机 </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; 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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高通芯片曝高危漏洞！影响全球30%安卓手机 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=http://finance.sina.com.cn/tech/csj/2021-05-09/doc-ikmxzfmm1379410.shtml><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来怕什么来什么！几日前，苹果最安全的系统macOS被攻击了几个月才修复漏洞；安卓那边也不消停：一个新的高通芯片漏洞可能会影响全球 30% 的 Android 手机。据报道，高通公司的5G调制解调器存在一个非常严重的缺陷，可以通过Android加以利用，从而可能使成千上万的用户面临风险。制造商和网络运营商一直在努力推动5G技术发展，但现在看来，为用户启用该技术的最关键硬件可能也会使它们面临风险。黑客...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=http://finance.sina.com.cn/tech/csj/2021-05-09/doc-ikmxzfmm1379410.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/08955e8d5dd1f209f02aeaaf58b12ab0","relate_stocks":{"159813":"芯片","QCOM":"高通"},"source_url":"https://cj.sina.cn/article/normal_detail?url=http://finance.sina.com.cn/tech/csj/2021-05-09/doc-ikmxzfmm1379410.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134681231","content_text":"来怕什么来什么！几日前，苹果最安全的系统macOS被攻击了几个月才修复漏洞；安卓那边也不消停：一个新的高通芯片漏洞可能会影响全球 30% 的 Android 手机。据报道，高通公司的5G调制解调器存在一个非常严重的缺陷，可以通过Android加以利用，从而可能使成千上万的用户面临风险。制造商和网络运营商一直在努力推动5G技术发展，但现在看来，为用户启用该技术的最关键硬件可能也会使它们面临风险。黑客使用Android注入恶意代码，将活动隐藏在调制解调器高通公司的MSM是用于连接2G，3G，4G和5G系统的一系列芯片。以色列Internet 安全解决方案供应商Check Point发现了高通的Mobile Station Modem（MSM）以及Android通过Qualcomm MSM Interface（QMI）与MSM进行通信的能力中的缺陷。攻击者可以使用Android本身来注入恶意代码，而应用程序可以使用此漏洞将其活动隐藏在调制解调器中，并有效地使其对Android用于检测恶意活动的安全功能不可见。一旦攻击者可以访问，他们就可以查看用户的SMS历史记录，呼叫历史记录，甚至可以收听实时对话。黑客还可以利用此漏洞来解锁设备的SIM卡。Check Point 发言人Ekram Ahmed表示，从本质上讲，攻击者可以利用这个漏洞，通过恶意的或木马化的安卓应用程序（APP），远程攻击移动设备。他说：「假设一个恶意应用程序在手机上运行，它可以利用这个漏洞将自己‘隐藏’在调制解调器芯片中，使其在目前手机上的所有安全措施中不可见。」可能影响全球30%的Android手机Check Point指出，高通确认了此问题，将其定义为高度漏洞，并将其记录为 CVE-2020-11292。Bleeping Computer指出，高通于2020年12月向供应商提供了安全补丁程序，尽管它似乎尚未成为每月的Android安全补丁程序。该漏洞的影响可能是深远的：MSM 自移动互联网前 2G 时代的移动设备开始使用，根据 Check Point 的数据，QMI 在全球大约 30% 的手机中使用，包括谷歌 Pixel、LG 手机、一加手机、三星的旗舰 Galaxy 系列和小米手机。小tips以下是一些基于Check Point的建议以确保设备安全的提示：始终运行最新版本的操作系统，以保护您的设备免受漏洞和攻击。始终从官方应用程序商店或其他可信来源安装应用程序。为了减少敏感数据丢失的可能性，所有设备都应启用远程擦除。在所有设备上安装防病毒软件，例如CIRA Canadian Shield。好在，高通公司已经发布了一个修复方案，但是补丁的推出速度会很慢。Check Point也建议，用户应定时检查手机的安全更新，并确保升级至最新版本。至于具体有哪些安卓设备收到了相关补丁、设备已修复、哪些还未修复，预计在 6 月公布的 安卓安全公告会予以公开。最后，考虑到许多 Android 智能机厂商只给手机提供了 2 年的大版本更新，预计许多入门级设备可能无法快速获得这一补丁、甚至根本就不再有安全更新。实际上，高通公司的芯片以前就有缺陷。例如，Check Point 在去年的 DEF CON 上披露了高通公司骁龙移动芯片组的六个严重缺陷，它们影响了 40% 正在使用的安卓手机，并使手机受到拒绝服务和权限升级的攻击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190306632,"gmtCreate":1620581859726,"gmtModify":1620581859726,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190306632","repostId":"2134570686","repostType":4,"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107234861,"gmtCreate":1620503483953,"gmtModify":1620503483953,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107234861","repostId":"2133885685","repostType":4,"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104866736,"gmtCreate":1620375677725,"gmtModify":1620375677725,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104866736","repostId":"2133200503","repostType":4,"repost":{"id":"2133200503","kind":"news","pubTimestamp":1620373204,"share":"https://www.laohu8.com/m/news/2133200503?lang=&edition=full","pubTime":"2021-05-07 15:40","market":"us","language":"zh","title":"英国资管巨头一季度再减持特斯拉1110万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2133200503","media":"新浪财经","summary":"英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。今年1月26日，特斯拉创下了每股883美元的历史新高。","content":"<p><img src=\"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898\" tg-width=\"550\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。</p><p>Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。</p><p>但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。这意味着自去年9月底以来，该基金已经出售了其所持特斯拉股份的一半以上。</p><p>Baillie Gifford没有回应就其出售特斯拉股票的决定发表评论的请求。该基金有透露这些股票的出售日期和价格。今年1月26日，特斯拉创下了每股883美元的历史新高。自那以后，该公司的股价下跌了超过25%，进入了熊市地带。Baillie Gifford并非唯一一家出售特斯拉股票的公司。</p>","source":"XLCJ","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>英国资管巨头一季度再减持特斯拉1110万股</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; 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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英国资管巨头一季度再减持特斯拉1110万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1cb67a5d83724d94f6338ee63802a898","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-05-07/doc-ikmyaawc3906380.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133200503","content_text":"英国资管巨头Baillie Gifford周四在一份文件中披露，今年一季度进一步减持了特斯拉的1110万股股票，相当于特斯拉1.2%的在外流通股份，使其持股在去年年底的基础上减少了40%。Baillie Gifford曾经是特斯拉的最大外部股东，持股仅次于马斯克，目前该基金仍持有特斯拉的1.7%股份，是该公司第五大股东。但这已经是该基金连续第二个季度减持特斯拉股份，去年第四季度，该基金出售了740万股特斯拉股票。这意味着自去年9月底以来，该基金已经出售了其所持特斯拉股份的一半以上。Baillie Gifford没有回应就其出售特斯拉股票的决定发表评论的请求。该基金有透露这些股票的出售日期和价格。今年1月26日，特斯拉创下了每股883美元的历史新高。自那以后，该公司的股价下跌了超过25%，进入了熊市地带。Baillie Gifford并非唯一一家出售特斯拉股票的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105232744,"gmtCreate":1620305147788,"gmtModify":1620305147788,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105232744","repostId":"1130089769","repostType":4,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102692448,"gmtCreate":1620203166284,"gmtModify":1620203166284,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102692448","repostId":"2133139542","repostType":4,"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103668624,"gmtCreate":1619778330368,"gmtModify":1619778330368,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103668624","repostId":"2131556829","repostType":4,"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103869268,"gmtCreate":1619768118854,"gmtModify":1619768118854,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103869268","repostId":"2131355559","repostType":4,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103869074,"gmtCreate":1619768063698,"gmtModify":1619768063698,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103869074","repostId":"1170821706","repostType":4,"repost":{"id":"1170821706","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619767342,"share":"https://www.laohu8.com/m/news/1170821706?lang=&edition=full","pubTime":"2021-04-30 15:22","market":"sh","language":"zh","title":"恒指午后跌幅扩大至2%，新经济股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1170821706","media":"老虎资讯综合","summary":"4月30日讯，恒指午后跌幅扩大至2%，恒生科技指数跌2.3%。科技、金融、地产、有色股跌幅居前。吉利汽车、工商银行、美团跌近4%，阿里巴巴、京东、百度、小米均跌逾2%。","content":"<p>4月30日讯，恒指午后跌幅扩大至2%，恒生科技指数跌2.3%。科技、金融、地产、有色股跌幅居前。<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/601398\">工商银行</a>、美团跌近4%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、京东、百度、小米均跌逾2%。<img src=\"https://static.tigerbbs.com/301057c09916a1443ff34b23e7a98965\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\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恒指午后跌幅扩大至2%，新经济股普跌\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\">2021-04-30 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月30日讯，恒指午后跌幅扩大至2%，恒生科技指数跌2.3%。科技、金融、地产、有色股跌幅居前。<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/601398\">工商银行</a>、美团跌近4%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、京东、百度、小米均跌逾2%。<img src=\"https://static.tigerbbs.com/301057c09916a1443ff34b23e7a98965\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"159822":"新经济","513600":"恒生指数ETF","HSI":"恒生指数","02833":"恒指ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170821706","content_text":"4月30日讯，恒指午后跌幅扩大至2%，恒生科技指数跌2.3%。科技、金融、地产、有色股跌幅居前。吉利汽车、工商银行、美团跌近4%，阿里巴巴、京东、百度、小米均跌逾2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109804400,"gmtCreate":1619679837000,"gmtModify":1619679837000,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109804400","repostId":"2131030602","repostType":4,"repost":{"id":"2131030602","kind":"highlight","pubTimestamp":1619674427,"share":"https://www.laohu8.com/m/news/2131030602?lang=&edition=full","pubTime":"2021-04-29 13:33","market":"us","language":"zh","title":"高盛：原油需求将现有史以来最大增幅，黄金迈向2000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2131030602","media":"华尔街见闻","summary":"　　顶级投行高盛对大宗商品格外青睐有加。　　四个月前，该行策略分析师直接高呼，新的大宗商品超级周期已经到来，而在昨天发布的最新报告中，高盛分析师Jeffrey Currie预测，在未来的六个月里，我们将看到原油市场出现史无前例的需求增长——每日增加520万桶，这个数字比2000年以来第二高的需求量整整多了50%。该行对铜价12个月目标价为每吨11000美元，刷新纪录。","content":"<p>顶级投行高盛对大宗商品格外青睐有加。</p><p>四个月前，该行策略分析师直接高呼，新的大宗商品超级周期已经到来，而在昨天发布的最新报告中，高盛分析师Jeffrey Currie预测，在未来的六个月里，我们将看到原油市场出现史无前例的需求增长——每日增加520万桶，这个数字比2000年以来第二高的需求量整整多了50%。</p><p>需求的增加来源于几个方面：全球对抗新冠病毒的限制措施逐步解禁、利率下降和美元走软，具体而言：</p><p>大宗商品价格近期盘整的核心是由于欧洲因为疫情重新封闭，原油需求较为平淡，以及利率走高带动的美元上涨，而现在，这三个因素都正在逐步逆转。</p><p>从出行指标来看，群体的活动水平正在步入正轨，尤其是在欧洲加速接种疫苗之后，这种势头越发强劲。</p><p><img src=\"http://n.sinaimg.cn/finance/transform/227/w550h477/20210429/b622-kphwums1255765.png\" tg-width=\"550\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p><p>与此同时，交通运输、制造业和建筑业的季节性复苏已经开始，而且会在今年六月前持续加速。需要注意的是，商品市场是由量（或者说需求水平）驱动的，简而言之，当需求量超过供应量，稀缺性溢价就出现了，这种溢价是无法在事前被计入价格的。</p><p>即将到来的原油需求达到难以被忽略的量级，与此同时，商品的供应却在短期内缺乏弹性，这也很好理解，你不可能在几个月的时间里就新挖一座矿或者新种一种农作物。</p><p>总的来说，高盛预计大宗商品价格在未来六个月内会再涨13.5%，布油将触及80美元，WTI张至77美元。该行对铜价12个月目标价为每吨11000美元，刷新纪录。</p><p><img src=\"http://n.sinaimg.cn/finance/transform/155/w550h405/20210429/7fbd-kphwums1254873.jpg\" tg-width=\"550\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p><p>解封带来的活动量增加在人们预期之中，而且已经传递到了市场，但为什么大宗商品的价格还没有完全反应这一点呢？对于这个问题，高盛的解答是：</p><p>大宗商品的价格必须与当前市场的实际需求量和供应量相对应——它们不可能像股票那样具有前瞻性。只要大宗商品稀缺性溢价（即现货溢价）还在持续，库存水平必定会被拉下来。如果即期价格高于远期，当前盈余的实物商品将会出库，在较高的即期价格下被出售，将市场推回到开始时的水平。</p><p>只有实物短缺才能维持现货溢价，重要的是，现货溢价是目前一半以上的大宗商品市场都存在的现象。</p><p>整个市场迈向现货溢价说明库存不足，现货市场更加紧张。正是因为大宗商品依赖于需求水平，而只有需求水平超过供应水平，才能在市场上产生实物稀缺性溢价，我们才有信心认为，持续的现货溢价正在向我们表明，大宗商品市场如今正日益趋紧。</p><p><img src=\"http://n.sinaimg.cn/finance/transform/129/w550h379/20210429/158a-kphwums1253881.jpg\" tg-width=\"550\" tg-height=\"379\" referrerpolicy=\"no-referrer\">高盛还提到，商品市场的紧俏不仅会波及整个行业，还会传到全球例如美国、中国和欧洲，以及建筑、汽车和零售等多个行业。</p><p>各个方面的需求量都在大幅增长，这种需求增长的核心点在于，各国的决策层都倾向于解决社会需求，而非聚焦于宏观稳定性。例如美国总统拜登的最新的刺激计划，就着重于扶持低收入家庭。 最近的高频数据显示，美国四月下旬的消费量激增，上个月美国政府决定向大多数美国人直接发放1400美元纾困款，此举带动了消费市场。</p><p>解决收入和财富不平等的政策，可以将未消费的储蓄从少数高收入家庭转移到大量具有更高消费倾向的低收入家庭，无论这是通过借款、征税还是其他方式实现的，它几乎总是能确保强劲的需求增长，而这正是经济过热和实际通胀压力背后的原因。</p><p>每一次大的商品牛市和通胀时期都不可避免的与再分配、民粹、减少收入和财富不平等的政策联系在一起。</p><p>除了油价，高盛还预计，金价在未来六个月内将会涨到2000美元/盎司。其提到，比特币要与黄金争夺避险资产的地位还为时尚早，这两者可以共存。</p>","source":"sina_us","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：原油需求将现有史以来最大增幅，黄金迈向2000美元</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：原油需求将现有史以来最大增幅，黄金迈向2000美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 13:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-04-29/doc-ikmyaawc2515323.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>顶级投行高盛对大宗商品格外青睐有加。四个月前，该行策略分析师直接高呼，新的大宗商品超级周期已经到来，而在昨天发布的最新报告中，高盛分析师Jeffrey Currie预测，在未来的六个月里，我们将看到原油市场出现史无前例的需求增长——每日增加520万桶，这个数字比2000年以来第二高的需求量整整多了50%。需求的增加来源于几个方面：全球对抗新冠病毒的限制措施逐步解禁、利率下降和美元走软，具体而言：...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-04-29/doc-ikmyaawc2515323.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50ab1228da008e61faa75a03abe0e560","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DUST":"二倍做空黄金矿业指数ETF-Direxion","GS":"高盛","UCO":"二倍做多彭博原油ETF","SCO":"二倍做空彭博原油指数ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DDG":"ProShares做空石油与天然气ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","GDX":"黄金矿业ETF-VanEck","GLD":"SPDR黄金ETF","IAU":"黄金信托ETF(iShares)"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-04-29/doc-ikmyaawc2515323.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131030602","content_text":"顶级投行高盛对大宗商品格外青睐有加。四个月前，该行策略分析师直接高呼，新的大宗商品超级周期已经到来，而在昨天发布的最新报告中，高盛分析师Jeffrey Currie预测，在未来的六个月里，我们将看到原油市场出现史无前例的需求增长——每日增加520万桶，这个数字比2000年以来第二高的需求量整整多了50%。需求的增加来源于几个方面：全球对抗新冠病毒的限制措施逐步解禁、利率下降和美元走软，具体而言：大宗商品价格近期盘整的核心是由于欧洲因为疫情重新封闭，原油需求较为平淡，以及利率走高带动的美元上涨，而现在，这三个因素都正在逐步逆转。从出行指标来看，群体的活动水平正在步入正轨，尤其是在欧洲加速接种疫苗之后，这种势头越发强劲。与此同时，交通运输、制造业和建筑业的季节性复苏已经开始，而且会在今年六月前持续加速。需要注意的是，商品市场是由量（或者说需求水平）驱动的，简而言之，当需求量超过供应量，稀缺性溢价就出现了，这种溢价是无法在事前被计入价格的。即将到来的原油需求达到难以被忽略的量级，与此同时，商品的供应却在短期内缺乏弹性，这也很好理解，你不可能在几个月的时间里就新挖一座矿或者新种一种农作物。总的来说，高盛预计大宗商品价格在未来六个月内会再涨13.5%，布油将触及80美元，WTI张至77美元。该行对铜价12个月目标价为每吨11000美元，刷新纪录。解封带来的活动量增加在人们预期之中，而且已经传递到了市场，但为什么大宗商品的价格还没有完全反应这一点呢？对于这个问题，高盛的解答是：大宗商品的价格必须与当前市场的实际需求量和供应量相对应——它们不可能像股票那样具有前瞻性。只要大宗商品稀缺性溢价（即现货溢价）还在持续，库存水平必定会被拉下来。如果即期价格高于远期，当前盈余的实物商品将会出库，在较高的即期价格下被出售，将市场推回到开始时的水平。只有实物短缺才能维持现货溢价，重要的是，现货溢价是目前一半以上的大宗商品市场都存在的现象。整个市场迈向现货溢价说明库存不足，现货市场更加紧张。正是因为大宗商品依赖于需求水平，而只有需求水平超过供应水平，才能在市场上产生实物稀缺性溢价，我们才有信心认为，持续的现货溢价正在向我们表明，大宗商品市场如今正日益趋紧。高盛还提到，商品市场的紧俏不仅会波及整个行业，还会传到全球例如美国、中国和欧洲，以及建筑、汽车和零售等多个行业。各个方面的需求量都在大幅增长，这种需求增长的核心点在于，各国的决策层都倾向于解决社会需求，而非聚焦于宏观稳定性。例如美国总统拜登的最新的刺激计划，就着重于扶持低收入家庭。 最近的高频数据显示，美国四月下旬的消费量激增，上个月美国政府决定向大多数美国人直接发放1400美元纾困款，此举带动了消费市场。解决收入和财富不平等的政策，可以将未消费的储蓄从少数高收入家庭转移到大量具有更高消费倾向的低收入家庭，无论这是通过借款、征税还是其他方式实现的，它几乎总是能确保强劲的需求增长，而这正是经济过热和实际通胀压力背后的原因。每一次大的商品牛市和通胀时期都不可避免的与再分配、民粹、减少收入和财富不平等的政策联系在一起。除了油价，高盛还预计，金价在未来六个月内将会涨到2000美元/盎司。其提到，比特币要与黄金争夺避险资产的地位还为时尚早，这两者可以共存。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":351555675,"gmtCreate":1616607694097,"gmtModify":1616607694097,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$YALA(YALA)$</a>YALA算中概股吗[捂脸]&nbsp;？","listText":"<a href=\"https://laohu8.com/S/YALA\">$YALA(YALA)$</a>YALA算中概股吗[捂脸]&nbsp;？","text":"$YALA(YALA)$YALA算中概股吗[捂脸] ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/351555675","isVote":1,"tweetType":1,"viewCount":3092,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558935882861054","authorId":"3558935882861054","name":"德玛西亚万岁呐","avatar":"https://static.tigerbbs.com/930dc26d4ae857c0f1cb8a552152440a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3558935882861054","authorIdStr":"3558935882861054"},"content":"杭州公司，妥妥的中概股。","text":"杭州公司，妥妥的中概股。","html":"杭州公司，妥妥的中概股。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359936783,"gmtCreate":1616316225642,"gmtModify":1616316225642,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"暂时不买特斯拉","listText":"暂时不买特斯拉","text":"暂时不买特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359936783","repostId":"2121145164","repostType":4,"repost":{"id":"2121145164","kind":"news","pubTimestamp":1616261160,"share":"https://www.laohu8.com/m/news/2121145164?lang=&edition=full","pubTime":"2021-03-21 01:26","market":"us","language":"zh","title":"马斯克：不会向美国政府提供中国客户的数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2121145164","media":"央视新闻客户端","summary":"美国当地时间3月20日，特斯拉公司（Tesla Inc.）首席执行官埃隆·马斯克 （Elon Musk）通过网络参加中国发展高层论坛会议。马斯克在会议上表示，特斯拉公司将不会向美国政府提供其车辆在中国或其他国家收集的数据。他表示，特斯拉在美国或中国的公司不会收集敏感或私人数据，然后与美国政府分享，并保证中国客户的数据会得到充分保护。（央视记者 刘骁骞）（编辑 李茗伊）","content":"<p>美国当地时间3月20日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司（Tesla Inc.）首席执行官埃隆·马斯克 （Elon Musk）通过网络参加中国发展高层论坛会议。马斯克在会议上表示，特斯拉公司将不会向美国政府提供其车辆在中国或其他国家收集的数据。他表示，特斯拉在美国或中国的公司不会收集敏感或私人数据，然后与美国政府分享，并保证中国客户的数据会得到充分保护。</p>","source":"lsy1568181200495","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>马斯克：不会向美国政府提供中国客户的数据</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马斯克：不会向美国政府提供中国客户的数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-21 01:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://m.news.cctv.com/2021/03/21/ARTIozM8S30ZR1HCzAbTgk5u210321.shtml><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国当地时间3月20日，特斯拉公司（Tesla Inc.）首席执行官埃隆·马斯克 （Elon Musk）通过网络参加中国发展高层论坛会议。马斯克在会议上表示，特斯拉公司将不会向美国政府提供其车辆在中国或其他国家收集的数据。他表示，特斯拉在美国或中国的公司不会收集敏感或私人数据，然后与美国政府分享，并保证中国客户的数据会得到充分保护。</p>\n\n<a href=\"http://m.news.cctv.com/2021/03/21/ARTIozM8S30ZR1HCzAbTgk5u210321.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25938de6d968b35e73bf3575f330760e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://m.news.cctv.com/2021/03/21/ARTIozM8S30ZR1HCzAbTgk5u210321.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121145164","content_text":"美国当地时间3月20日，特斯拉公司（Tesla Inc.）首席执行官埃隆·马斯克 （Elon Musk）通过网络参加中国发展高层论坛会议。马斯克在会议上表示，特斯拉公司将不会向美国政府提供其车辆在中国或其他国家收集的数据。他表示，特斯拉在美国或中国的公司不会收集敏感或私人数据，然后与美国政府分享，并保证中国客户的数据会得到充分保护。","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345611440,"gmtCreate":1618308560080,"gmtModify":1618308560080,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"基本上？你基本上等于没说","listText":"基本上？你基本上等于没说","text":"基本上？你基本上等于没说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/345611440","repostId":"1176431387","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353624776,"gmtCreate":1616493684595,"gmtModify":1616493684595,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"工信部太吓人了，每天搞崩一个股票","listText":"工信部太吓人了，每天搞崩一个股票","text":"工信部太吓人了，每天搞崩一个股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353624776","repostId":"1170603247","repostType":4,"repost":{"id":"1170603247","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616493664,"share":"https://www.laohu8.com/m/news/1170603247?lang=&edition=full","pubTime":"2021-03-23 18:01","market":"us","language":"zh","title":"理想汽车称不受购置税新规影响，盘前跌幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=1170603247","media":"老虎资讯综合","summary":"周二，理想汽车盘前跌幅一度扩大至8%，现V型反弹，跌幅缩窄至4%。消息面上，工信部发布关于拟撤销《免征车辆购置税的新能源汽车车型目录》车型名单，理想汽车旗下的“理想ONE LXA6500SHEVM1”","content":"<p>周二，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前跌幅一度扩大至8%，现V型反弹，跌幅缩窄至4%。</p><p><img src=\"https://static.tigerbbs.com/31e941f37864451f0da49c6fd1635146\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>消息面上，工信部发布关于拟撤销《免征车辆购置税的新能源汽车车型目录》车型名单，理想汽车旗下的“理想ONE LXA6500SHEVM1”型号在列。</p><p>理想汽车表示，<b>被撤销的型号LXA6500SHEVM1已经不再销售，所以在申报一年后被工信部自动撤销。而市售理想ONE的型号是LXA6500SHEVM2，在免购置税车型目录当中，不受影响。</b></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\" 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18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前跌幅一度扩大至8%，现V型反弹，跌幅缩窄至4%。</p><p><img src=\"https://static.tigerbbs.com/31e941f37864451f0da49c6fd1635146\" tg-width=\"600\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p><p>消息面上，工信部发布关于拟撤销《免征车辆购置税的新能源汽车车型目录》车型名单，理想汽车旗下的“理想ONE LXA6500SHEVM1”型号在列。</p><p>理想汽车表示，<b>被撤销的型号LXA6500SHEVM1已经不再销售，所以在申报一年后被工信部自动撤销。而市售理想ONE的型号是LXA6500SHEVM2，在免购置税车型目录当中，不受影响。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e36b43556e7821b06951ae3751ff44d4","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170603247","content_text":"周二，理想汽车盘前跌幅一度扩大至8%，现V型反弹，跌幅缩窄至4%。消息面上，工信部发布关于拟撤销《免征车辆购置税的新能源汽车车型目录》车型名单，理想汽车旗下的“理想ONE LXA6500SHEVM1”型号在列。理想汽车表示，被撤销的型号LXA6500SHEVM1已经不再销售，所以在申报一年后被工信部自动撤销。而市售理想ONE的型号是LXA6500SHEVM2，在免购置税车型目录当中，不受影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198782866,"gmtCreate":1620991085255,"gmtModify":1620991085255,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198782866","repostId":"2135676588","repostType":4,"isVote":1,"tweetType":1,"viewCount":2152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355037259,"gmtCreate":1617012750471,"gmtModify":1617012750471,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MICT\">$Micronet Enertec Technologies I(MICT)$</a>会不会受中美关系紧张影响呀？","listText":"<a href=\"https://laohu8.com/S/MICT\">$Micronet Enertec Technologies I(MICT)$</a>会不会受中美关系紧张影响呀？","text":"$Micronet Enertec Technologies I(MICT)$会不会受中美关系紧张影响呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/355037259","isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577827607100789","authorId":"3577827607100789","name":"Nanagaebuja","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3577827607100789","authorIdStr":"3577827607100789"},"content":"Because you can see ‘futu’ Umm this Sector is not Affected but buying power is low","text":"Because you can see ‘futu’ Umm this Sector is not Affected but buying power is low","html":"Because you can see ‘futu’ Umm this Sector is not Affected but 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low"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325153463,"gmtCreate":1615879786752,"gmtModify":1703494359603,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325153463","repostId":"1148898512","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322772446,"gmtCreate":1615846229085,"gmtModify":1703493826100,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>我刚卖你就涨了[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a>我刚卖你就涨了[捂脸]&nbsp;","text":"$Roblox Corporation(RBLX)$我刚卖你就涨了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322772446","isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359932039,"gmtCreate":1616316278021,"gmtModify":1616316278021,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"王婆卖瓜","listText":"王婆卖瓜","text":"王婆卖瓜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359932039","repostId":"2121454631","repostType":4,"repost":{"id":"2121454631","kind":"news","pubTimestamp":1616265359,"share":"https://www.laohu8.com/m/news/2121454631?lang=&edition=full","pubTime":"2021-03-21 02:35","market":"us","language":"zh","title":"Cathie Wood力挺特斯拉，提升其目标价至3000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2121454631","media":"新浪财经","summary":"知名投资人Cathie Wood管理的Ark Invest Management预计特斯拉股价到2025年前将创下3000美元的历史新高 ，远高于现在的655美元。以这个价格计算，根据特斯拉发行在外的股票数量，该公司的市值将接近3万亿美元。Wood一直是特斯拉最热心的支持者之一，在她的旗舰基金中持有该公司的大量股份。根据Ark的新模型，在最佳情况下，特斯拉在2025年可能达到每股4000美元，悲观情况是1500美元。该公司预测，假设资本效率提高，特斯拉到2025年的销量将在500万至1000万辆之间。","content":"<p>知名投资人Cathie Wood管理的Ark Invest Management预计<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价到2025年前将创下3000美元的历史新高 ，远高于现在的655美元。以这个价格计算，根据特斯拉发行在外的股票数量，该公司的市值将接近3万亿美元。</p><p><img src=\"http://k.sinaimg.cn/n/finance/transform/59/w550h309/20210321/dc64-kmrcukz4051054.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p><p>据Ark网站周五发布的一份报告，该公司预计特斯拉有50%的可能性在五年内实现完全自动驾驶，从而得以迅速扩大计划中的<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车（robotaxi）服务。</p><p>Ark还将特斯拉的保险业务添加到模型中，相信该产品可以在未来几年内推广到更多州，利润率超过平均水平。</p><p>Wood一直是特斯拉最热心的支持者之一，在她的旗舰基金中持有该公司的大量股份。当特斯拉股价在2月出现回调时，她买进了更多。</p><p>3000美元的目标价远远超过所有分析师的预测，彭博收集到的分析师最高目标价为1200美元。</p><p>根据Ark的新模型，在最佳情况下，特斯拉在2025年可能达到每股4000美元，悲观情况是1500美元。该公司预测，假设资本效率提高，特斯拉到2025年的销量将在500万至1000万辆之间。</p><p>该模型没有计入特斯拉的公用事业储能或<a href=\"https://laohu8.com/S/000591\">太阳能</a>业务，也没有考虑特斯拉所持比特币未来的波动。</p><p>A股或已进入定投好时机，借道指数ETF，交易灵活轻松布局，极速开户通道已开启&gt; &gt;</p>","source":"XLCJ","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>Cathie Wood力挺特斯拉，提升其目标价至3000美元</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\">\nCathie Wood力挺特斯拉，提升其目标价至3000美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-21 02:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-21/doc-ikkntiam5881496.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知名投资人Cathie Wood管理的Ark Invest Management预计特斯拉股价到2025年前将创下3000美元的历史新高 ，远高于现在的655美元。以这个价格计算，根据特斯拉发行在外的股票数量，该公司的市值将接近3万亿美元。据Ark网站周五发布的一份报告，该公司预计特斯拉有50%的可能性在五年内实现完全自动驾驶，从而得以迅速扩大计划中的机器人出租车（robotaxi）服务。Ark还...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-21/doc-ikkntiam5881496.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://k.sinaimg.cn/n/finance/transform/59/w550h309/20210321/dc64-kmrcukz4051054.jpg/w720fin.jpg","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-03-21/doc-ikkntiam5881496.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121454631","content_text":"知名投资人Cathie Wood管理的Ark Invest Management预计特斯拉股价到2025年前将创下3000美元的历史新高 ，远高于现在的655美元。以这个价格计算，根据特斯拉发行在外的股票数量，该公司的市值将接近3万亿美元。据Ark网站周五发布的一份报告，该公司预计特斯拉有50%的可能性在五年内实现完全自动驾驶，从而得以迅速扩大计划中的机器人出租车（robotaxi）服务。Ark还将特斯拉的保险业务添加到模型中，相信该产品可以在未来几年内推广到更多州，利润率超过平均水平。Wood一直是特斯拉最热心的支持者之一，在她的旗舰基金中持有该公司的大量股份。当特斯拉股价在2月出现回调时，她买进了更多。3000美元的目标价远远超过所有分析师的预测，彭博收集到的分析师最高目标价为1200美元。根据Ark的新模型，在最佳情况下，特斯拉在2025年可能达到每股4000美元，悲观情况是1500美元。该公司预测，假设资本效率提高，特斯拉到2025年的销量将在500万至1000万辆之间。该模型没有计入特斯拉的公用事业储能或太阳能业务，也没有考虑特斯拉所持比特币未来的波动。A股或已进入定投好时机，借道指数ETF，交易灵活轻松布局，极速开户通道已开启> >","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192789391,"gmtCreate":1621230471613,"gmtModify":1621230471613,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192789391","repostId":"1196570616","repostType":4,"repost":{"id":"1196570616","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621206744,"share":"https://www.laohu8.com/m/news/1196570616?lang=&edition=full","pubTime":"2021-05-17 07:12","market":"us","language":"zh","title":"微软董事会决定，比尔盖茨应当离开董事会","url":"https://stock-news.laohu8.com/highlight/detail?id=1196570616","media":"老虎资讯综合","summary":"5月17日讯，据道琼斯消息，微软董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明","content":"<p>5月17日讯，据道琼斯消息，<a href=\"https://laohu8.com/S/MSFT\">微软</a>董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。</p><p>据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明，宣布两人离婚。声明表示，离婚后，两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。</p><p>声明说，经过深思熟虑，两人决定终止婚姻。</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>微软董事会决定，比尔盖茨应当离开董事会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>新华社发布评论称，如果不加有效约束，资本将无可避免地以高获利为导向，无底线迎合短期“提分”的功利性需求，甚至不惜制造群体性焦虑，把教育变成一场“内卷游戏”，最后得利的只有资本。要提高准入门槛，不是人人都能“传道授业”。同时要加强资金监管，保障学生与家长合法权益。最为关键的是，要节制资本无底线逐利冲动，保证资本在有序、可控的前提下助力教育发展。政府机构也要积极引导校外培训机构健康、规范发展，引领资本在良好的市场秩序下为教育行业的健康发展添砖加瓦。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"TAL":"好未来","EDU":"新东方","01797":"东方甄选","DAO":"有道"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123823594","content_text":"新华社发布评论称，如果不加有效约束，资本将无可避免地以高获利为导向，无底线迎合短期“提分”的功利性需求，甚至不惜制造群体性焦虑，把教育变成一场“内卷游戏”，最后得利的只有资本。要提高准入门槛，不是人人都能“传道授业”。同时要加强资金监管，保障学生与家长合法权益。最为关键的是，要节制资本无底线逐利冲动，保证资本在有序、可控的前提下助力教育发展。政府机构也要积极引导校外培训机构健康、规范发展，引领资本在良好的市场秩序下为教育行业的健康发展添砖加瓦。","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356300403,"gmtCreate":1616753077902,"gmtModify":1616753077902,"author":{"id":"3572882310051407","authorId":"3572882310051407","name":"闻声12","avatar":"https://static.tigerbbs.com/7cf6c095bb0bd276b0a9d3785c4209de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572882310051407","authorIdStr":"3572882310051407"},"themes":[],"htmlText":"得，长期短期都没戏了","listText":"得，长期短期都没戏了","text":"得，长期短期都没戏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356300403","repostId":"1179857436","repostType":4,"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}