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Vivi911
2021-07-31
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价值重塑:中概股的估值体系可能会发生变化
Vivi911
2021-07-17
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Vivi911
2021-06-16
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Vivi911
2021-06-15
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Vivi911
2021-06-14
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Vivi911
2021-06-13
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巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商
Vivi911
2021-06-12
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巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商
Vivi911
2021-06-10
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Vivi911
2021-06-10
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美联储一次性“抽水”5000亿美元!市场能承受住吗?
Vivi911
2021-06-06
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Vivi911
2021-06-03
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关于AMC首席执行官亚当·阿伦,你不知道的5件事
Vivi911
2021-06-02
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Vivi911
2021-05-31
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美联储QE走得太远了,逆回购能悬崖勒马吗?
Vivi911
2021-05-27
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逼空再起!游戏驿站与AMC空头一夜间6.73亿美元灰飞烟灭
Vivi911
2021-05-26
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Vivi911
2021-05-25
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Vivi911
2021-05-24
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Vivi911
2021-05-22
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Vivi911
2021-05-21
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Vivi911
2021-05-20
[开心]
美银:美股仍处长牛市,标普500到年底可能上涨20%
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","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802037342","repostId":"1154964430","repostType":4,"repost":{"id":"1154964430","pubTimestamp":1627698043,"share":"https://www.laohu8.com/m/news/1154964430?lang=&edition=full","pubTime":"2021-07-31 10:20","market":"hk","language":"zh","title":"价值重塑:中概股的估值体系可能会发生变化","url":"https://stock-news.laohu8.com/highlight/detail?id=1154964430","media":" 付鹏的财经世界","summary":"和外部一些投资机构电话交流后的记录:\nDIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同","content":"<p>和外部一些投资机构电话交流后的记录:</p>\n<p>DIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同的就是,中国在DIDI上市后很短的时间里立刻就宣布重大政策,也某种角度上减少了对于二级市场参与机构和资金的潜在风险,如果DIDI上市一年后再忽然来这么一出,那可能影响就真的比较大了;</p>\n<p>对于教育类中概股的冲击,谈不上是完全没有预期,如果说完全没有预期,要么是中国政策的推出是完全没有征兆的突发的,要么就是投资机构自己内部的Risk管理不到位,中国对于教育类企业的政策在过去的一年里已经是不断地加码的,最近风口浪尖上的新政策,都不是突发性的,基本都是循循渐进有迹可循的;</p>\n<p>对于市场中参与的资金来讲,他的一个大问题是要么完全前期就忽略了这个风险,但我觉得这个对于比较大的资金来说,这种风控失误完全忽略风险的可能性很小,事实上你从这些中概股二级市场表现也能看出来,资金在过去的半年都是在不断的减持的,也就是说,肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓;</p>\n<p>这一点在Q1季度一些资金机构透漏出了的点滴信息来看,也是吻合的,基本上都已经在对于政策作出相应的风控调仓;</p>\n<p>现在的情况其实谈不上媒体所说的国内政策突袭,资本开始不信任等这些因素,现在的调仓的底层逻辑和之前的底层逻辑是不太一样的;</p>\n<p>之前呢,资金认为中国一系列针对互联网垄断,房地产,教育,医疗,甚至是可能的医美,娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压,从资金角度来看这些从严的政策本质上可能会影响到企业的营收,增长性等,但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层,基于这个逻辑,那么早期随着中国政策一点点出台,对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估,但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话,那么你的二级市场定价模式还能延用之前的吗?真的只是做一个简单的修正么?”</p>\n<p>此次教育双减的细节内容让资金们无法淡定的核心,就是这个问题,随着最近的政策不断的深化和完善以后,越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些,深思的是中国是不是玩真的了?如果是玩真的,那核心的问题是,这种假设条件下延申的重要考量就是:整个商业模式的本质是否需要重新审视了?</p>\n<p>如果这个答案是yes的话,那么中概股的调整更重要的是在于,这不是一个简单减仓,他可能要对这一类的资产的定价方式要做一个重要的转变(从一级市场到二级市场),商业模式如果发生巨大的变化了,那整个估值和市值的定价方式就完全是不同的,如果只是一个政策的冲击,你冲击的可能是对盈利的判断,但这个还都在正常的逻辑下,但是如果你的整个商业模式都发生重大的变化了,那你可能甚至是说,整个商业模式在中国的政策目标里未来都转向一个公共服务类,甚至带有一定这个这个公益性质的行业的话,那这可不是一个简单的光盈利预期下修的问题;</p>\n<p>所以,这几天的剧烈下跌,无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应,这和前面的下跌,本质上的原因是有着完全不同的考量,虽然都是风控减仓,但内核是完全不同的;</p>\n<p>对中国目前来讲,穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling,那这样的话,很多的支撑之前估值、市值的商业模式是要发生根本变化的,所以对于资金来说,现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价;</p>","source":"fpdcjsj","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>价值重塑:中概股的估值体系可能会发生变化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n价值重塑:中概股的估值体系可能会发生变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 10:20 北京时间 <a href=https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ><strong> 付鹏的财经世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>和外部一些投资机构电话交流后的记录:\nDIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同的就是,中国在DIDI上市后很短的时间里立刻就宣布重大政策,也某种角度上减少了对于二级市场参与机构和资金的潜在风险,如果DIDI上市一年后再忽然来这么一出,那可能影响就真的比较大了;\n对于教育类中概股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ\">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":{},"source_url":"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154964430","content_text":"和外部一些投资机构电话交流后的记录:\nDIDI的事件确实是比较的突然,这个准备是不足的,但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大,当然海外的一些资金也比较认同的就是,中国在DIDI上市后很短的时间里立刻就宣布重大政策,也某种角度上减少了对于二级市场参与机构和资金的潜在风险,如果DIDI上市一年后再忽然来这么一出,那可能影响就真的比较大了;\n对于教育类中概股的冲击,谈不上是完全没有预期,如果说完全没有预期,要么是中国政策的推出是完全没有征兆的突发的,要么就是投资机构自己内部的Risk管理不到位,中国对于教育类企业的政策在过去的一年里已经是不断地加码的,最近风口浪尖上的新政策,都不是突发性的,基本都是循循渐进有迹可循的;\n对于市场中参与的资金来讲,他的一个大问题是要么完全前期就忽略了这个风险,但我觉得这个对于比较大的资金来说,这种风控失误完全忽略风险的可能性很小,事实上你从这些中概股二级市场表现也能看出来,资金在过去的半年都是在不断的减持的,也就是说,肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓;\n这一点在Q1季度一些资金机构透漏出了的点滴信息来看,也是吻合的,基本上都已经在对于政策作出相应的风控调仓;\n现在的情况其实谈不上媒体所说的国内政策突袭,资本开始不信任等这些因素,现在的调仓的底层逻辑和之前的底层逻辑是不太一样的;\n之前呢,资金认为中国一系列针对互联网垄断,房地产,教育,医疗,甚至是可能的医美,娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压,从资金角度来看这些从严的政策本质上可能会影响到企业的营收,增长性等,但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层,基于这个逻辑,那么早期随着中国政策一点点出台,对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估,但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话,那么你的二级市场定价模式还能延用之前的吗?真的只是做一个简单的修正么?”\n此次教育双减的细节内容让资金们无法淡定的核心,就是这个问题,随着最近的政策不断的深化和完善以后,越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些,深思的是中国是不是玩真的了?如果是玩真的,那核心的问题是,这种假设条件下延申的重要考量就是:整个商业模式的本质是否需要重新审视了?\n如果这个答案是yes的话,那么中概股的调整更重要的是在于,这不是一个简单减仓,他可能要对这一类的资产的定价方式要做一个重要的转变(从一级市场到二级市场),商业模式如果发生巨大的变化了,那整个估值和市值的定价方式就完全是不同的,如果只是一个政策的冲击,你冲击的可能是对盈利的判断,但这个还都在正常的逻辑下,但是如果你的整个商业模式都发生重大的变化了,那你可能甚至是说,整个商业模式在中国的政策目标里未来都转向一个公共服务类,甚至带有一定这个这个公益性质的行业的话,那这可不是一个简单的光盈利预期下修的问题;\n所以,这几天的剧烈下跌,无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应,这和前面的下跌,本质上的原因是有着完全不同的考量,虽然都是风控减仓,但内核是完全不同的;\n对中国目前来讲,穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187949326","repostId":"2142246262","repostType":4,"isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185873212,"gmtCreate":1623643825436,"gmtModify":1631889276392,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185873212","repostId":"2143882789","repostType":4,"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182566772,"gmtCreate":1623589904596,"gmtModify":1631889276394,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182566772","repostId":"1159028389","repostType":4,"repost":{"id":"1159028389","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":1623481200,"share":"https://www.laohu8.com/m/news/1159028389?lang=&edition=full","pubTime":"2021-06-12 15:00","market":"us","language":"zh","title":"巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商","url":"https://stock-news.laohu8.com/highlight/detail?id=1159028389","media":"老虎资讯综合","summary":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。","content":"<p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216226253307800%22%7D&feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p> 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。</p>\n<p> 2021年一季度,老虎证券曾宣布将进入美国市场。巫天华透露,截止目前,美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p> “不少人对老虎证券的印象还停留在服务全球华人用户时期,但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来,公司会继续集中兵力提升产品和技术竞争力,加速国际化扩张。”巫天华表示,在客户增速创下新高的一季度,海外客户占据新增入金客户的半壁江山,充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p> 老虎证券成立于2014年,在过去7年里,老虎凭借领先的技术和一站式交易体验,在2020年10月以创纪录的速度迈入百万开户客户行列。2020年,公司正式开启国际化,而此时的证券行业也处于巨变中:史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面,行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面,凭借前期对产品充分的打磨,老虎证券在新加坡顺利抓住此次历史机遇,登顶新加坡热门财务类应用(iOS APP Store)榜单,2021年一季度新增用户超越去年总和。</p>\n<p><b> </b>此前,巫天华曾在2020年三季度业绩会中表示,相信未来12-24个月内,海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现,老虎证券正在锚定更宽广的国际化赛道。</p>\n<p> “券商行业处于代际更替的节点,第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品,通过坚持前中后台自研,不断优化用户体验。”巫天华强调,全球用户对于优质产品和服务的需求是相通的,不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p> 从发展轨迹来看,老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口,推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升,再加上投资散户化的大势所趋,公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p> 据悉,为了进一步加强资源协同以保证国际化运营效率,老虎证券已成立增长、数据和技术中台,以更好支持代码策略灵活配置保障本地化体验。</p>\n<p> “经过七年的沉淀,老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商,用科技不断为客户创造增量价值,将中国技术带向世界。”巫天华说。</p>\n<p> 对于老虎证券而言,真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" 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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216226253307800%22%7D&feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p> 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。</p>\n<p> 2021年一季度,老虎证券曾宣布将进入美国市场。巫天华透露,截止目前,美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p> “不少人对老虎证券的印象还停留在服务全球华人用户时期,但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来,公司会继续集中兵力提升产品和技术竞争力,加速国际化扩张。”巫天华表示,在客户增速创下新高的一季度,海外客户占据新增入金客户的半壁江山,充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p> 老虎证券成立于2014年,在过去7年里,老虎凭借领先的技术和一站式交易体验,在2020年10月以创纪录的速度迈入百万开户客户行列。2020年,公司正式开启国际化,而此时的证券行业也处于巨变中:史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面,行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面,凭借前期对产品充分的打磨,老虎证券在新加坡顺利抓住此次历史机遇,登顶新加坡热门财务类应用(iOS APP Store)榜单,2021年一季度新增用户超越去年总和。</p>\n<p><b> </b>此前,巫天华曾在2020年三季度业绩会中表示,相信未来12-24个月内,海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现,老虎证券正在锚定更宽广的国际化赛道。</p>\n<p> “券商行业处于代际更替的节点,第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品,通过坚持前中后台自研,不断优化用户体验。”巫天华强调,全球用户对于优质产品和服务的需求是相通的,不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p> 从发展轨迹来看,老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口,推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升,再加上投资散户化的大势所趋,公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p> 据悉,为了进一步加强资源协同以保证国际化运营效率,老虎证券已成立增长、数据和技术中台,以更好支持代码策略灵活配置保障本地化体验。</p>\n<p> “经过七年的沉淀,老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商,用科技不断为客户创造增量价值,将中国技术带向世界。”巫天华说。</p>\n<p> 对于老虎证券而言,真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb88831aeee93df3a0e3d746d13f5107","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159028389","content_text":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。\n 2021年一季度,老虎证券曾宣布将进入美国市场。巫天华透露,截止目前,美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。\n “不少人对老虎证券的印象还停留在服务全球华人用户时期,但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来,公司会继续集中兵力提升产品和技术竞争力,加速国际化扩张。”巫天华表示,在客户增速创下新高的一季度,海外客户占据新增入金客户的半壁江山,充分展现公司国际化能力。\n\n 老虎证券成立于2014年,在过去7年里,老虎凭借领先的技术和一站式交易体验,在2020年10月以创纪录的速度迈入百万开户客户行列。2020年,公司正式开启国际化,而此时的证券行业也处于巨变中:史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面,行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面,凭借前期对产品充分的打磨,老虎证券在新加坡顺利抓住此次历史机遇,登顶新加坡热门财务类应用(iOS APP Store)榜单,2021年一季度新增用户超越去年总和。\n 此前,巫天华曾在2020年三季度业绩会中表示,相信未来12-24个月内,海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现,老虎证券正在锚定更宽广的国际化赛道。\n “券商行业处于代际更替的节点,第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品,通过坚持前中后台自研,不断优化用户体验。”巫天华强调,全球用户对于优质产品和服务的需求是相通的,不会拒绝全新科技生产力所带来的投资体验升级。\n\n 从发展轨迹来看,老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口,推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升,再加上投资散户化的大势所趋,公司将步伐迈往更大的全球市场“水到渠成”。\n 据悉,为了进一步加强资源协同以保证国际化运营效率,老虎证券已成立增长、数据和技术中台,以更好支持代码策略灵活配置保障本地化体验。\n “经过七年的沉淀,老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商,用科技不断为客户创造增量价值,将中国技术带向世界。”巫天华说。\n 对于老虎证券而言,真正的蝶变才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186695646,"gmtCreate":1623489731085,"gmtModify":1631889276400,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186695646","repostId":"1159028389","repostType":4,"repost":{"id":"1159028389","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":1623481200,"share":"https://www.laohu8.com/m/news/1159028389?lang=&edition=full","pubTime":"2021-06-12 15:00","market":"us","language":"zh","title":"巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商","url":"https://stock-news.laohu8.com/highlight/detail?id=1159028389","media":"老虎资讯综合","summary":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。","content":"<p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216226253307800%22%7D&feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p> 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。</p>\n<p> 2021年一季度,老虎证券曾宣布将进入美国市场。巫天华透露,截止目前,美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p> “不少人对老虎证券的印象还停留在服务全球华人用户时期,但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来,公司会继续集中兵力提升产品和技术竞争力,加速国际化扩张。”巫天华表示,在客户增速创下新高的一季度,海外客户占据新增入金客户的半壁江山,充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p> 老虎证券成立于2014年,在过去7年里,老虎凭借领先的技术和一站式交易体验,在2020年10月以创纪录的速度迈入百万开户客户行列。2020年,公司正式开启国际化,而此时的证券行业也处于巨变中:史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面,行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面,凭借前期对产品充分的打磨,老虎证券在新加坡顺利抓住此次历史机遇,登顶新加坡热门财务类应用(iOS APP Store)榜单,2021年一季度新增用户超越去年总和。</p>\n<p><b> </b>此前,巫天华曾在2020年三季度业绩会中表示,相信未来12-24个月内,海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现,老虎证券正在锚定更宽广的国际化赛道。</p>\n<p> “券商行业处于代际更替的节点,第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品,通过坚持前中后台自研,不断优化用户体验。”巫天华强调,全球用户对于优质产品和服务的需求是相通的,不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p> 从发展轨迹来看,老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口,推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升,再加上投资散户化的大势所趋,公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p> 据悉,为了进一步加强资源协同以保证国际化运营效率,老虎证券已成立增长、数据和技术中台,以更好支持代码策略灵活配置保障本地化体验。</p>\n<p> “经过七年的沉淀,老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商,用科技不断为客户创造增量价值,将中国技术带向世界。”巫天华说。</p>\n<p> 对于老虎证券而言,真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巫天华:身处黄金时代,老虎证券致力成为世界一流科技券商\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216226253307800%22%7D&feature=Push\" target=\"_blank\"><b>【正在直播】老虎7周年Open Day</b></a></p>\n<p>老虎证券正处于肉眼可见的变革中。</p>\n<p> 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。</p>\n<p> 2021年一季度,老虎证券曾宣布将进入美国市场。巫天华透露,截止目前,美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。</p>\n<p> “不少人对老虎证券的印象还停留在服务全球华人用户时期,但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来,公司会继续集中兵力提升产品和技术竞争力,加速国际化扩张。”巫天华表示,在客户增速创下新高的一季度,海外客户占据新增入金客户的半壁江山,充分展现公司国际化能力。</p>\n<p><img src=\"https://static.tigerbbs.com/6dc68264ed30d893af578cd794ad0851\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p> 老虎证券成立于2014年,在过去7年里,老虎凭借领先的技术和一站式交易体验,在2020年10月以创纪录的速度迈入百万开户客户行列。2020年,公司正式开启国际化,而此时的证券行业也处于巨变中:史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面,行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面,凭借前期对产品充分的打磨,老虎证券在新加坡顺利抓住此次历史机遇,登顶新加坡热门财务类应用(iOS APP Store)榜单,2021年一季度新增用户超越去年总和。</p>\n<p><b> </b>此前,巫天华曾在2020年三季度业绩会中表示,相信未来12-24个月内,海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现,老虎证券正在锚定更宽广的国际化赛道。</p>\n<p> “券商行业处于代际更替的节点,第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品,通过坚持前中后台自研,不断优化用户体验。”巫天华强调,全球用户对于优质产品和服务的需求是相通的,不会拒绝全新科技生产力所带来的投资体验升级。</p>\n<p><img src=\"https://static.tigerbbs.com/e543653b21250deadbdd6eeff85cce65\" tg-width=\"1080\" tg-height=\"1527\" referrerpolicy=\"no-referrer\"></p>\n<p> 从发展轨迹来看,老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口,推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升,再加上投资散户化的大势所趋,公司将步伐迈往更大的全球市场“水到渠成”。</p>\n<p> 据悉,为了进一步加强资源协同以保证国际化运营效率,老虎证券已成立增长、数据和技术中台,以更好支持代码策略灵活配置保障本地化体验。</p>\n<p> “经过七年的沉淀,老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商,用科技不断为客户创造增量价值,将中国技术带向世界。”巫天华说。</p>\n<p> 对于老虎证券而言,真正的蝶变才刚刚开始。</p>\n<p><img src=\"https://static.tigerbbs.com/e3c0d2fecd992af9cc610910b2e7394b\" tg-width=\"509\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eb88831aeee93df3a0e3d746d13f5107","relate_stocks":{"TIGR":"老虎证券"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159028389","content_text":"【正在直播】老虎7周年Open Day\n老虎证券正处于肉眼可见的变革中。\n 6月12日,在老虎证券七周年Open Day现场,创始人及CEO巫天华表示公司正全力加速国际化,目标是成为世界一流科技券商。\n 2021年一季度,老虎证券曾宣布将进入美国市场。巫天华透露,截止目前,美国子公司累计入金客户中非华人占比已超过一半。老虎证券的海外运营数据正在颠覆外界对其的刻板印象。\n “不少人对老虎证券的印象还停留在服务全球华人用户时期,但实际上我们的产品也已获得了很多非华人用户的认可。老虎海外的英文版本受到美国、新加坡用户的欢迎。接下来,公司会继续集中兵力提升产品和技术竞争力,加速国际化扩张。”巫天华表示,在客户增速创下新高的一季度,海外客户占据新增入金客户的半壁江山,充分展现公司国际化能力。\n\n 老虎证券成立于2014年,在过去7年里,老虎凭借领先的技术和一站式交易体验,在2020年10月以创纪录的速度迈入百万开户客户行列。2020年,公司正式开启国际化,而此时的证券行业也处于巨变中:史无前例的全球放水以及更低的投资参与门槛促使全球年轻投资者蜂拥涌入市场。一方面,行业结构的变化让老虎证券对国际化所能打开的成长前景更有信心。另一方面,凭借前期对产品充分的打磨,老虎证券在新加坡顺利抓住此次历史机遇,登顶新加坡热门财务类应用(iOS APP Store)榜单,2021年一季度新增用户超越去年总和。\n 此前,巫天华曾在2020年三季度业绩会中表示,相信未来12-24个月内,海外客户能占到公司新增入金客户的一半以上。随着该目标比预期提早半年实现,老虎证券正在锚定更宽广的国际化赛道。\n “券商行业处于代际更替的节点,第三代科技券商终通过强大技术和组织进化力逐步取代传统券商。老虎证券一直以来旨在打造一个世界级的交易产品,通过坚持前中后台自研,不断优化用户体验。”巫天华强调,全球用户对于优质产品和服务的需求是相通的,不会拒绝全新科技生产力所带来的投资体验升级。\n\n 从发展轨迹来看,老虎证券在创业初期抓住华人地区投资者投资美港股存在痛点的市场窗口,推出新一代满足用户需求的交易平台降维进攻并成功立足市场。随着产品护城河和品牌影响力的不断提升,再加上投资散户化的大势所趋,公司将步伐迈往更大的全球市场“水到渠成”。\n 据悉,为了进一步加强资源协同以保证国际化运营效率,老虎证券已成立增长、数据和技术中台,以更好支持代码策略灵活配置保障本地化体验。\n “经过七年的沉淀,老虎作为头部互联网券商的品牌影响力和口碑、技术积累以及强大的进化力让我们具备发力更广疆域的能力。我们的愿景是成为世界一流科技券商,用科技不断为客户创造增量价值,将中国技术带向世界。”巫天华说。\n 对于老虎证券而言,真正的蝶变才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189745225,"gmtCreate":1623290894867,"gmtModify":1631889276404,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189745225","repostId":"1163582774","repostType":4,"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189742746,"gmtCreate":1623290875985,"gmtModify":1631889276403,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189742746","repostId":"1164339913","repostType":4,"repost":{"id":"1164339913","pubTimestamp":1623289798,"share":"https://www.laohu8.com/m/news/1164339913?lang=&edition=full","pubTime":"2021-06-10 09:49","market":"us","language":"zh","title":"美联储一次性“抽水”5000亿美元!市场能承受住吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164339913","media":"上海证券报","summary":"为清理市场过剩的流动性,美联储一项用于控制短期利率的工具需求飙升至创纪录水平。\n当地时间周三披露的数据显示,美联储逆回购操作吸纳了5030亿美元现金,连续三天刷新纪录。\n由于投资者仍在焦急等待即将披露","content":"<div>\n<p>为清理市场过剩的流动性,美联储一项用于控制短期利率的工具需求飙升至创纪录水平。\n当地时间周三披露的数据显示,美联储逆回购操作吸纳了5030亿美元现金,连续三天刷新纪录。\n由于投资者仍在焦急等待即将披露的通胀数据,以寻找美联储何时会收紧其“鸽派”货币政策的线索,美股当日在平盘上下拉锯。\n不过,业内人士认为,当前美国金融市场依然充斥大量流动性,美联储或需要启用相关政策工具“抽水”。\n逆回购吸纳超...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KMmt9uLkkrd62NGOlODcbQ\">Web Link</a>\n\n</div>\n","source":"shzqb","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>美联储一次性“抽水”5000亿美元!市场能承受住吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储一次性“抽水”5000亿美元!市场能承受住吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 09:49 北京时间 <a href=https://mp.weixin.qq.com/s/KMmt9uLkkrd62NGOlODcbQ><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为清理市场过剩的流动性,美联储一项用于控制短期利率的工具需求飙升至创纪录水平。\n当地时间周三披露的数据显示,美联储逆回购操作吸纳了5030亿美元现金,连续三天刷新纪录。\n由于投资者仍在焦急等待即将披露的通胀数据,以寻找美联储何时会收紧其“鸽派”货币政策的线索,美股当日在平盘上下拉锯。\n不过,业内人士认为,当前美国金融市场依然充斥大量流动性,美联储或需要启用相关政策工具“抽水”。\n逆回购吸纳超...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/KMmt9uLkkrd62NGOlODcbQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"161125":"标普500","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","OEX":"标普100","UDOW":"道指三倍做多ETF-ProShares","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF"},"source_url":"https://mp.weixin.qq.com/s/KMmt9uLkkrd62NGOlODcbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164339913","content_text":"为清理市场过剩的流动性,美联储一项用于控制短期利率的工具需求飙升至创纪录水平。\n当地时间周三披露的数据显示,美联储逆回购操作吸纳了5030亿美元现金,连续三天刷新纪录。\n由于投资者仍在焦急等待即将披露的通胀数据,以寻找美联储何时会收紧其“鸽派”货币政策的线索,美股当日在平盘上下拉锯。\n不过,业内人士认为,当前美国金融市场依然充斥大量流动性,美联储或需要启用相关政策工具“抽水”。\n逆回购吸纳超5000亿美元资金\n当地时间周三,美联储隔夜逆回购工具共吸纳约5030亿美元资金,首次站上5000亿美元关口,并且连续第三天刷新纪录。\n该工具是货币市场基金等交易对手将现金存入央行的方式。\nCurvature证券的固定收益和回购业务执行副总裁斯考特认为,逆回购越来越受欢迎可能表明美联储“向市场注入了过多现金,它会直接回到美联储。”\n“美联储逆回购操作是回收市场过剩流动性,目前美国银行体系超额储备规模接近4万亿美元,美元市场接近零融资成本,这种极端宽松流动性环境主要是此前美国极端宽松的货币和财政政策造成的。”光大银行金融市场部分析师告诉上海证券报记者。\n政策制定者今年通过放宽资格规定及将每日操作限额从每位用户300亿美元提高到800亿美元,从而扩大了该工具的使用范围。\n美联储或继续回收过剩流动性\n研究公司Wrightson Icap本周初预估数据显示,一周内美联储的储备余额和逆回购额将增加1200亿美元,预计银行将消化三分之二的现金储备,隔夜逆回购使用量将在一周内增加400亿美元。\n“随着美国疫情影响舒缓,经济活动限制减少、内需复苏,美联储可能继续回收过剩流动性,让市场利率重新回到‘利率走廊’,避免市场配置资源扭曲。”周茂华说。\n有分析人士认为,美国金融体系资金过多可能迫使美联储调整货币政策,下一步可能采取的行动包括,提高充当美联储政策利率联邦基金利率走廊上限的超额准备金利率,另一个是提高美联储的隔夜逆回购工具利率,也就是联邦基金利率走廊的下限。\n美国银行策略师卡巴纳(Mark Cabana)和奥利维亚(Olivia Lima)在一份报告中称,即便美联储调整超额准备金利率和逆回购利率,也仅仅是缓解货币市场利率压力的短期解决方案。长时间来,策略师认为美联储将超额准备金利率提高5个基点至15个基点,将隔夜逆回购利率提高2至3个基点。\n投资者等待通胀数据出炉\n在业内看来,美元流动性回收加之经济、通胀前景改善,利好美元,但预计美联储在就业市场取得实质性进展前,会尽量避免市场对美联储提前减少购债的预期持续升温。\n衡量美元对六种主要货币的美元指数9日上涨0.05%,在汇市尾市收于90.1206。\n而伴随投资者等待将于当地时间周四出炉的通胀数据,美国股市未出现特别明显的波动。在周三的交易中,美股三大股指小幅走低。道指跌0.44%,标普500指数跌0.18%,纳斯达克指数跌0.09%。\n标普500指数11个主要板块中,医疗保健股涨幅最大,达到1%。金融及工业板块均下跌超过1%。\n近两日热门的散户抱团股中,游戏驿站在盘后公布的财报显示,该公司季度每股亏损1.01美元,且美国证监会正在调查该公司证券交易活动。受此影响,游戏驿站的股价在盘后一度下跌约10%。\n此外,GEO Group收涨逾38%,清洁能源收涨逾31%,而周三收涨近86%的Clover Health收跌23.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115359973,"gmtCreate":1622953010992,"gmtModify":1631889276407,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115359973","repostId":"2141285872","repostType":4,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":111467618,"gmtCreate":1622693623334,"gmtModify":1631893223721,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111467618","repostId":"1130849667","repostType":4,"repost":{"id":"1130849667","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":1622691543,"share":"https://www.laohu8.com/m/news/1130849667?lang=&edition=full","pubTime":"2021-06-03 11:39","market":"us","language":"zh","title":"关于AMC首席执行官亚当·阿伦,你不知道的5件事","url":"https://stock-news.laohu8.com/highlight/detail?id=1130849667","media":"老虎资讯综合","summary":"2021年最热门的股票之一是AMC,该公司的CEO亚当·阿伦已经接受了股票的成功以及散户投资者对股价的影响。以下是有关 AMC首席执行官亚当·阿伦的一些有趣爆料。1、CEO经历:在2016年加入AMC","content":"<p>2021年最热门的股票之一是AMC,该公司的CEO亚当·阿伦已经接受了股票的成功以及散户投资者对股价的影响。</p><p>以下是有关 AMC首席执行官亚当·阿伦的一些有趣爆料。</p><p><b>1、CEO经历:</b>在2016年加入AMC担任公司CEO之前,阿伦曾担任酒店行业多家公司的领导,以超过20年的CEO经验来到AMC。</p><p>在加入 AMC之前,阿伦是喜达屋酒店的首席执行官;他在1996年至 2006年期间,担任Vail Resorts, Inc.的首席执行官;1993年至1996年,他在挪威邮轮担任首席执行官。</p><p><b>2、费城 76人队的共同所有人:</b>阿伦是NBA费城76人队的共同所有人。</p><p>阿伦是2011年收购该团队的集团的一员,他从 2011年到 2013年担任该团队的首席执行官,然后卸任。当时,阿隆说他增加了他在团队中的所有权。</p><p>阿伦经常出现在比赛中,并帮助吉祥物操作“世界上最大的 T恤发射器”,向观众台发射免费T恤。</p><p><b>3、致敬AMC的股东:</b>AMC股票的追捧者以“人猿”自居,暗指《猩球崛起》中的“人猿团结”的台词。阿伦也不例外,常常以此自称。</p><p>在最近的收益电话会议上,他对AMC“热情的”散户投资者大加赞赏。他强调说:“我为他们工作”。为了表示他向Reddit用户“银背”致敬,艾伦宣布向一个保护大猩猩的慈善机构捐款10万美元。(大猩猩的首领被称为银背)</p><p><b>4、哈佛毕业生:</b>阿伦在哈佛商学院获得工商管理硕士学位,并获得学士学位,以优异成绩毕业于哈佛学院。</p><p><b>5、不出售股票:</b>据CNBC报道,AMC的几位高管已经在2021年出售了该股票,而阿伦没有出售任何股票。</p><p>由于AMC的股价上涨,阿伦的财富增加了2亿美元。2021年初,阿伦拥有的股票价值800万美元。阿伦在3月份向他的两个儿子赠送了50万股股票,现在价值 3000万美元。</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>关于AMC首席执行官亚当·阿伦,你不知道的5件事</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n关于AMC首席执行官亚当·阿伦,你不知道的5件事\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-03 11:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年最热门的股票之一是AMC,该公司的CEO亚当·阿伦已经接受了股票的成功以及散户投资者对股价的影响。</p><p>以下是有关 AMC首席执行官亚当·阿伦的一些有趣爆料。</p><p><b>1、CEO经历:</b>在2016年加入AMC担任公司CEO之前,阿伦曾担任酒店行业多家公司的领导,以超过20年的CEO经验来到AMC。</p><p>在加入 AMC之前,阿伦是喜达屋酒店的首席执行官;他在1996年至 2006年期间,担任Vail Resorts, Inc.的首席执行官;1993年至1996年,他在挪威邮轮担任首席执行官。</p><p><b>2、费城 76人队的共同所有人:</b>阿伦是NBA费城76人队的共同所有人。</p><p>阿伦是2011年收购该团队的集团的一员,他从 2011年到 2013年担任该团队的首席执行官,然后卸任。当时,阿隆说他增加了他在团队中的所有权。</p><p>阿伦经常出现在比赛中,并帮助吉祥物操作“世界上最大的 T恤发射器”,向观众台发射免费T恤。</p><p><b>3、致敬AMC的股东:</b>AMC股票的追捧者以“人猿”自居,暗指《猩球崛起》中的“人猿团结”的台词。阿伦也不例外,常常以此自称。</p><p>在最近的收益电话会议上,他对AMC“热情的”散户投资者大加赞赏。他强调说:“我为他们工作”。为了表示他向Reddit用户“银背”致敬,艾伦宣布向一个保护大猩猩的慈善机构捐款10万美元。(大猩猩的首领被称为银背)</p><p><b>4、哈佛毕业生:</b>阿伦在哈佛商学院获得工商管理硕士学位,并获得学士学位,以优异成绩毕业于哈佛学院。</p><p><b>5、不出售股票:</b>据CNBC报道,AMC的几位高管已经在2021年出售了该股票,而阿伦没有出售任何股票。</p><p>由于AMC的股价上涨,阿伦的财富增加了2亿美元。2021年初,阿伦拥有的股票价值800万美元。阿伦在3月份向他的两个儿子赠送了50万股股票,现在价值 3000万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130849667","content_text":"2021年最热门的股票之一是AMC,该公司的CEO亚当·阿伦已经接受了股票的成功以及散户投资者对股价的影响。以下是有关 AMC首席执行官亚当·阿伦的一些有趣爆料。1、CEO经历:在2016年加入AMC担任公司CEO之前,阿伦曾担任酒店行业多家公司的领导,以超过20年的CEO经验来到AMC。在加入 AMC之前,阿伦是喜达屋酒店的首席执行官;他在1996年至 2006年期间,担任Vail Resorts, Inc.的首席执行官;1993年至1996年,他在挪威邮轮担任首席执行官。2、费城 76人队的共同所有人:阿伦是NBA费城76人队的共同所有人。阿伦是2011年收购该团队的集团的一员,他从 2011年到 2013年担任该团队的首席执行官,然后卸任。当时,阿隆说他增加了他在团队中的所有权。阿伦经常出现在比赛中,并帮助吉祥物操作“世界上最大的 T恤发射器”,向观众台发射免费T恤。3、致敬AMC的股东:AMC股票的追捧者以“人猿”自居,暗指《猩球崛起》中的“人猿团结”的台词。阿伦也不例外,常常以此自称。在最近的收益电话会议上,他对AMC“热情的”散户投资者大加赞赏。他强调说:“我为他们工作”。为了表示他向Reddit用户“银背”致敬,艾伦宣布向一个保护大猩猩的慈善机构捐款10万美元。(大猩猩的首领被称为银背)4、哈佛毕业生:阿伦在哈佛商学院获得工商管理硕士学位,并获得学士学位,以优异成绩毕业于哈佛学院。5、不出售股票:据CNBC报道,AMC的几位高管已经在2021年出售了该股票,而阿伦没有出售任何股票。由于AMC的股价上涨,阿伦的财富增加了2亿美元。2021年初,阿伦拥有的股票价值800万美元。阿伦在3月份向他的两个儿子赠送了50万股股票,现在价值 3000万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113218510,"gmtCreate":1622618739230,"gmtModify":1631893223724,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113218510","repostId":"1175188452","repostType":4,"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110180791,"gmtCreate":1622430542113,"gmtModify":1631893223727,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110180791","repostId":"2139433116","repostType":4,"repost":{"id":"2139433116","pubTimestamp":1622426717,"share":"https://www.laohu8.com/m/news/2139433116?lang=&edition=full","pubTime":"2021-05-31 10:05","market":"us","language":"zh","title":"美联储QE走得太远了,逆回购能悬崖勒马吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2139433116","media":"智通财经","summary":"即使通胀上升不会短期内迫使美联储“退出”宽松的货币政策,但对负利率的担忧可能会导致美联储采取行动。智通财经APP注意到,自2021年4月7日以来,美联储已向其逆回购协议账户增加了约4000亿美元。美联","content":"<p><b>即使通胀上升不会短期内迫使美联储“退出”宽松的货币政策,但对负利率的担忧可能会导致美联储采取行动。</b></p><p>智通财经APP注意到,自2021年4月7日以来,美联储已向其逆回购协议账户增加了约4000亿美元。美联储似乎在利用逆回购协议暂时抽取银行体系的流动性,从而帮助将联邦基金利率保持在正区间。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210531/1622423319607083.png?x-oss-process=image/format,jpg/quality,Q_90\" tg-width=\"746\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p><p>因此,目前看来,美联储兑现了每月收购1200亿美元证券的承诺,同时也兑现了不让联邦基金利率降至零以下的承诺。</p><p>正回购和逆回购是美联储公开市场操作的两种手段,通过与交易对手方的协议直接投放或收回基础货币。与中国央行的公开市场操作相反,美联储通过正回购释放流动性、逆回购回收流动性。</p><p>美联储什么时候会停止大量购买证券,让短期利率稳定下来呢?美联储能继续这样做吗?</p><p>事实证明隔夜逆回购需求和接收量激增,正是疫情后无限量QE买债和财政刺激导致的市场流动性过剩体现。</p><p>最近对美联储逆回购工具的高需求表明,<b>美联储每月1200亿美元的债券购买计划已不再像预期的那样为金融市场增加流动性,反而到了应该缩减规模的时候了。问题是流动性停滞了,因为“无处可流”。</b></p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师认为,<b>美国资金市场现金过剩的状况不太可能在短期内消除,</b>除非当局采取行动扭转局势,否则短期利率势将面临下行压力并一直持续到明年。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储QE走得太远了,逆回购能悬崖勒马吗?</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美联储QE走得太远了,逆回购能悬崖勒马吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 10:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/484549.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>即使通胀上升不会短期内迫使美联储“退出”宽松的货币政策,但对负利率的担忧可能会导致美联储采取行动。智通财经APP注意到,自2021年4月7日以来,美联储已向其逆回购协议账户增加了约4000亿美元。美联储似乎在利用逆回购协议暂时抽取银行体系的流动性,从而帮助将联邦基金利率保持在正区间。因此,目前看来,美联储兑现了每月收购1200亿美元证券的承诺,同时也兑现了不让联邦基金利率降至零以下的承诺。正回购和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/484549.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","QID":"纳指两倍做空ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","OEX":"标普100",".SPX":"S&P 500 Index","DOG":"道指反向ETF","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/484549.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139433116","content_text":"即使通胀上升不会短期内迫使美联储“退出”宽松的货币政策,但对负利率的担忧可能会导致美联储采取行动。智通财经APP注意到,自2021年4月7日以来,美联储已向其逆回购协议账户增加了约4000亿美元。美联储似乎在利用逆回购协议暂时抽取银行体系的流动性,从而帮助将联邦基金利率保持在正区间。因此,目前看来,美联储兑现了每月收购1200亿美元证券的承诺,同时也兑现了不让联邦基金利率降至零以下的承诺。正回购和逆回购是美联储公开市场操作的两种手段,通过与交易对手方的协议直接投放或收回基础货币。与中国央行的公开市场操作相反,美联储通过正回购释放流动性、逆回购回收流动性。美联储什么时候会停止大量购买证券,让短期利率稳定下来呢?美联储能继续这样做吗?事实证明隔夜逆回购需求和接收量激增,正是疫情后无限量QE买债和财政刺激导致的市场流动性过剩体现。最近对美联储逆回购工具的高需求表明,美联储每月1200亿美元的债券购买计划已不再像预期的那样为金融市场增加流动性,反而到了应该缩减规模的时候了。问题是流动性停滞了,因为“无处可流”。美国银行策略师认为,美国资金市场现金过剩的状况不太可能在短期内消除,除非当局采取行动扭转局势,否则短期利率势将面临下行压力并一直持续到明年。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132695449,"gmtCreate":1622083521681,"gmtModify":1631893223730,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132695449","repostId":"1107228401","repostType":4,"repost":{"id":"1107228401","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":1622082761,"share":"https://www.laohu8.com/m/news/1107228401?lang=&edition=full","pubTime":"2021-05-27 10:32","market":"us","language":"zh","title":"逼空再起!游戏驿站与AMC空头一夜间6.73亿美元灰飞烟灭","url":"https://stock-news.laohu8.com/highlight/detail?id=1107228401","media":"老虎资讯综合","summary":"逼空大战再次风起云涌。金融分析公司S3 Partners的数据显示,游戏驿站和AMC院线的空头在周三遭到重创,损失约6.73亿美元。游戏驿站和AMC院线这两只在Reddit的WallStreetBet","content":"<p>逼空大战再次风起云涌。</p><p>金融分析公司S3 Partners的数据显示,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>和<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>的空头在周三遭到重创,损失约6.73亿美元。</p><p>游戏驿站和AMC院线这两只在Reddit的WallStreetBets论坛成员中广受欢迎的meme股票,随着投机性资产的升温,分别飙升了16%和19%。S3 Partners的数据显示,这些上涨推高了卖空者今年的市值损失,约为81亿美元。</p><p><img src=\"https://static.tigerbbs.com/ea32e0bf22ba439f2cee45a1fa16b905\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>这两只股票重新吸引了华尔街的注意力,分析师猜测,散户在推动这一行动。#AMC500k主题标签继续在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上流行,而诸如StockTwits之类的社交交易平台上的提及量也在激增。</p><p>S3 Partners预测分析董事总经理Ihor Dusaniwsky通过电子邮件表示,游戏驿站卖空者周三按市值计价损失近3.83亿美元,将今年迄今的损失推高至67亿美元。对于AMC空头而言,当日亏损为2.91亿美元,这意味着卖空者今年的损失超过13亿美元。</p><p>根据S3 Partners收集的数据,看空押注保持稳定,目前大约有五分之一的游戏驿站和AMC院线股票被卖空。彭博追踪的一组37只所谓的“哑剧类”股票周三上涨7.7%,创下3月份以来最好的一个交易日。</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>逼空再起!游戏驿站与AMC空头一夜间6.73亿美元灰飞烟灭</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{ 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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逼空再起!游戏驿站与AMC空头一夜间6.73亿美元灰飞烟灭\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\">2021-05-27 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>逼空大战再次风起云涌。</p><p>金融分析公司S3 Partners的数据显示,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>和<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>的空头在周三遭到重创,损失约6.73亿美元。</p><p>游戏驿站和AMC院线这两只在Reddit的WallStreetBets论坛成员中广受欢迎的meme股票,随着投机性资产的升温,分别飙升了16%和19%。S3 Partners的数据显示,这些上涨推高了卖空者今年的市值损失,约为81亿美元。</p><p><img src=\"https://static.tigerbbs.com/ea32e0bf22ba439f2cee45a1fa16b905\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p><p>这两只股票重新吸引了华尔街的注意力,分析师猜测,散户在推动这一行动。#AMC500k主题标签继续在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上流行,而诸如StockTwits之类的社交交易平台上的提及量也在激增。</p><p>S3 Partners预测分析董事总经理Ihor Dusaniwsky通过电子邮件表示,游戏驿站卖空者周三按市值计价损失近3.83亿美元,将今年迄今的损失推高至67亿美元。对于AMC空头而言,当日亏损为2.91亿美元,这意味着卖空者今年的损失超过13亿美元。</p><p>根据S3 Partners收集的数据,看空押注保持稳定,目前大约有五分之一的游戏驿站和AMC院线股票被卖空。彭博追踪的一组37只所谓的“哑剧类”股票周三上涨7.7%,创下3月份以来最好的一个交易日。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/262962e532ac6b09b2851beea28d4c8e","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107228401","content_text":"逼空大战再次风起云涌。金融分析公司S3 Partners的数据显示,游戏驿站和AMC院线的空头在周三遭到重创,损失约6.73亿美元。游戏驿站和AMC院线这两只在Reddit的WallStreetBets论坛成员中广受欢迎的meme股票,随着投机性资产的升温,分别飙升了16%和19%。S3 Partners的数据显示,这些上涨推高了卖空者今年的市值损失,约为81亿美元。这两只股票重新吸引了华尔街的注意力,分析师猜测,散户在推动这一行动。#AMC500k主题标签继续在Twitter上流行,而诸如StockTwits之类的社交交易平台上的提及量也在激增。S3 Partners预测分析董事总经理Ihor Dusaniwsky通过电子邮件表示,游戏驿站卖空者周三按市值计价损失近3.83亿美元,将今年迄今的损失推高至67亿美元。对于AMC空头而言,当日亏损为2.91亿美元,这意味着卖空者今年的损失超过13亿美元。根据S3 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","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139484936","repostId":"1165089382","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139128515,"gmtCreate":1621602426537,"gmtModify":1631893223745,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] 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","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197495711","repostId":"2136949017","repostType":4,"repost":{"id":"2136949017","pubTimestamp":1621469250,"share":"https://www.laohu8.com/m/news/2136949017?lang=&edition=full","pubTime":"2021-05-20 08:07","market":"hk","language":"zh","title":"美银:美股仍处长牛市,标普500到年底可能上涨20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2136949017","media":"新浪财经","summary":"美国银行在周三发布的一份报告中表示,标普500指数开始于2013年的“长牛市”在经历了大流行引发的熊市后仍然存在,预计到2021年底该指数可能飙升至4900点的高位,较当前水平上涨20%。这一目标价是基于该行的长期牛市路线图,尽管在这一过程中可能出现中断。该行指出,标普500指数自2020年以来的上涨速度是有记录以来最快的之一。","content":"<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>在周三发布的一份报告中表示,标普500指数开始于2013年的“长牛市”在经历了大流行引发的熊市后仍然存在,预计到2021年底该指数可能飙升至4900点的高位,较当前水平上涨20%。这一目标价是基于该行的长期牛市路线图,尽管在这一过程中可能出现中断。</p>\n<p>所谓“长牛市”(secular bull 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href=https://finance.sina.com.cn/stock/usstock/c/2021-05-20/doc-ikmxzfmm3517359.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行在周三发布的一份报告中表示,标普500指数开始于2013年的“长牛市”在经历了大流行引发的熊市后仍然存在,预计到2021年底该指数可能飙升至4900点的高位,较当前水平上涨20%。这一目标价是基于该行的长期牛市路线图,尽管在这一过程中可能出现中断。\n所谓“长牛市”(secular bull market)是指股市跨越多个商业周期总体上仍保持上升趋势,包括周期性牛市和熊市,以及经济扩张和收缩...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-20/doc-ikmxzfmm3517359.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/5f99f44e37f22d38af0000ce13445ce9","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-20/doc-ikmxzfmm3517359.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2136949017","content_text":"美国银行在周三发布的一份报告中表示,标普500指数开始于2013年的“长牛市”在经历了大流行引发的熊市后仍然存在,预计到2021年底该指数可能飙升至4900点的高位,较当前水平上涨20%。这一目标价是基于该行的长期牛市路线图,尽管在这一过程中可能出现中断。\n所谓“长牛市”(secular bull 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19:18","market":"hk","language":"zh","title":"港交所:政府未有就上调股票印花税咨询交易所","url":"https://stock-news.laohu8.com/highlight/detail?id=2113369180","media":"财华社","summary":"新一份预算案提出,将股票印花税税率,由现时买卖双方按交易金额各付0.1%,提高至0.13%。港交所代理集团行政总裁戴志坚表明,政府事前未有咨询港交所,为此感到失望。提到今日港股通净流出约199.6亿元,创历来最大单日流出规模,亦是逾两个月以来首次净流出,戴志坚指,难以分析北水单日流出原因。","content":"<html><body><article><p>新一份预算案提出,将股票<span>印花税</span>税率,由现时买卖双方按交易金额各付0.1%,提高至0.13%。</p><p>港交所代理集团行政总裁戴志坚表明,政府事前未有咨询港交所,为此感到失望。他认为,市场需时消化政策,目前不应过早评论交投会否受压,期望市场不要反应过大、反应过快。</p><p>提到今日<span>港股通</span>净流出约199.6亿元,创历来最大单日流出规模,亦是逾两个月以来首次净流出,戴志坚指,难以分析北水单日流出原因。他说,港股通近期累积强劲净流入,反映内地投资者需要更多投资渠道,有信心资金长远仍会持续流入。</p><p>戴志坚又指,香港资本市场吸引之处,除了成本之外,亦包括上市公司质素等原因,交易所亦持续吸引新经济公司来香港上市等,都会增加香港股市活力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港交所:政府未有就上调股票印花税咨询交易所</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港交所:政府未有就上调股票印花税咨询交易所\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 19:18 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102241919527d364e5f&s=b><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新一份预算案提出,将股票印花税税率,由现时买卖双方按交易金额各付0.1%,提高至0.13%。港交所代理集团行政总裁戴志坚表明,政府事前未有咨询港交所,为此感到失望。他认为,市场需时消化政策,目前不应过早评论交投会否受压,期望市场不要反应过大、反应过快。提到今日港股通净流出约199.6亿元,创历来最大单日流出规模,亦是逾两个月以来首次净流出,戴志坚指,难以分析北水单日流出原因。他说,港股通近期累积...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102241919527d364e5f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/87ef4dae3512ff217ecc4be6b484930e","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102241919527d364e5f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2113369180","content_text":"新一份预算案提出,将股票印花税税率,由现时买卖双方按交易金额各付0.1%,提高至0.13%。港交所代理集团行政总裁戴志坚表明,政府事前未有咨询港交所,为此感到失望。他认为,市场需时消化政策,目前不应过早评论交投会否受压,期望市场不要反应过大、反应过快。提到今日港股通净流出约199.6亿元,创历来最大单日流出规模,亦是逾两个月以来首次净流出,戴志坚指,难以分析北水单日流出原因。他说,港股通近期累积强劲净流入,反映内地投资者需要更多投资渠道,有信心资金长远仍会持续流入。戴志坚又指,香港资本市场吸引之处,除了成本之外,亦包括上市公司质素等原因,交易所亦持续吸引新经济公司来香港上市等,都会增加香港股市活力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802037342,"gmtCreate":1627698437386,"gmtModify":1631889276378,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[微笑] 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","text":"$富途控股(FUTU)$[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/107137847","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342987375,"gmtCreate":1618152971497,"gmtModify":1634294688541,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":" [微笑] ","listText":" [微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342987375","repostId":"1134136061","repostType":4,"repost":{"id":"1134136061","pubTimestamp":1618015733,"share":"https://www.laohu8.com/m/news/1134136061?lang=&edition=full","pubTime":"2021-04-10 08:48","market":"us","language":"zh","title":"全球股市狂欢!过去五个月“吸金”远超之前十二年","url":"https://stock-news.laohu8.com/highlight/detail?id=1134136061","media":"华尔街见闻","summary":"去年11月以来,全球股票基金流入资金将近5700亿美元,比前十二年总额还多将近26%。","content":"<p>作者:李丹</p>\n<p>今年全球炒股有多狂热?<a href=\"https://laohu8.com/S/BAC\">美国银行</a>的以下图表也许是最好的说明。因为它显示,去年11月以来,流入全球股票基金的资金合计将近5700亿美元,超过了此前十二年的累计流入资金总额4520亿美元。</p>\n<p>也就是说,过去五个月流入的资金比之前十二年总额还多将近26%。</p>\n<p><img src=\"https://static.tigerbbs.com/3afcf85db80c2ad61c0c287f8fda1649\" tg-width=\"625\" tg-height=\"451\" referrerpolicy=\"no-referrer\"></p>\n<p>从以上数据看,股市投资的确疯狂。然而,National Securities的首席市场策略师Art Hogan认为,现在的市场有一定的逻辑,从市场总体看,还不算非理性繁荣,没有达到1999年到2000年互联网泡沫时的水平,而且,股市有其自身的合理动力,它显然就是,未来经济活动大增可能带来的盈利增长。</p>\n<p>CNBC报道称,今年一季度的上市企业盈利料将增长23.8%,FactSet数据显示,那将是2018年三季度以来最快增速。</p>\n<p>值得注意的是,美国银行数据还显示,相比债市,股市吸纳的投资依然是小巫见大巫。如该行下图所示,2008年金融危机以来,全球债市累计“吸金”2.4万亿美元,而股市只有1万亿美元,还不到一半。</p>\n<p><img src=\"https://static.tigerbbs.com/437ad6a73355674dd61d4976bdce2a39\" tg-width=\"707\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n<p>另外,美国银行发现,截至上周,科技股已连续三周资金净流出。美国银行全球研究首席投资策略师Michael Hartnett认为,相比全球债券的收益率,全球股市的风险溢价既没有发出抛售的信号,也没有呼叫买入。</p>\n<p>美国银行的全球每股收益(EPS)模型在4月达到同比增速的巅峰35%,此后掉头下行,这显示今年二季度可能是盈利的巅峰期。巧的是,<a href=\"https://laohu8.com/S/0J6Y.UK\">法国兴业银行</a>全球策略师Albert Edwards以及<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>全球股票策略师Michael Wilson最近都警告,今年下半年股市和企业盈利会下降。</p>\n<p><img src=\"https://static.tigerbbs.com/ed433d2e3a2812a18c62fd2d238461c3\" tg-width=\"606\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p>\n<p>美国银行认为,以下纳斯达克100指数分别与标普500和罗素2000之比的图表很重要。如果纳斯达克100与代表大盘的标普之比没能再创新高,那么将确认通胀轮转,如果能创新高,小盘股指罗素2000就麻烦了。</p>\n<p><img src=\"https://static.tigerbbs.com/597b45f56ad996fb1c63fa3a523d9bb5\" tg-width=\"1177\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>华尔街见闻本周四提到,<a href=\"https://laohu8.com/S/GS\">高盛</a>新近发现,从3月末开始,美股向价值股转向的行情有结束迹象:罗素1000指数当中成长股指与价值股指的比例突破了近期的区间上沿,而同为成长股代表的罗素2000指数与纳斯达克100的比值却触及了长期下跌区间,并开始反转向下;科技股领涨,但大盘也在走强。</p>","source":"highlight_wallstreetcn","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>全球股市狂欢!过去五个月“吸金”远超之前十二年</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全球股市狂欢!过去五个月“吸金”远超之前十二年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 08:48 北京时间 <a href=https://wallstreetcn.com/articles/3627201><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:李丹\n今年全球炒股有多狂热?美国银行的以下图表也许是最好的说明。因为它显示,去年11月以来,流入全球股票基金的资金合计将近5700亿美元,超过了此前十二年的累计流入资金总额4520亿美元。\n也就是说,过去五个月流入的资金比之前十二年总额还多将近26%。\n\n从以上数据看,股市投资的确疯狂。然而,National Securities的首席市场策略师Art Hogan认为,现在的市场有一定的逻辑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627201\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37cf1a899f018a102327895848b06a09","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3627201","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1134136061","content_text":"作者:李丹\n今年全球炒股有多狂热?美国银行的以下图表也许是最好的说明。因为它显示,去年11月以来,流入全球股票基金的资金合计将近5700亿美元,超过了此前十二年的累计流入资金总额4520亿美元。\n也就是说,过去五个月流入的资金比之前十二年总额还多将近26%。\n\n从以上数据看,股市投资的确疯狂。然而,National Securities的首席市场策略师Art Hogan认为,现在的市场有一定的逻辑,从市场总体看,还不算非理性繁荣,没有达到1999年到2000年互联网泡沫时的水平,而且,股市有其自身的合理动力,它显然就是,未来经济活动大增可能带来的盈利增长。\nCNBC报道称,今年一季度的上市企业盈利料将增长23.8%,FactSet数据显示,那将是2018年三季度以来最快增速。\n值得注意的是,美国银行数据还显示,相比债市,股市吸纳的投资依然是小巫见大巫。如该行下图所示,2008年金融危机以来,全球债市累计“吸金”2.4万亿美元,而股市只有1万亿美元,还不到一半。\n\n另外,美国银行发现,截至上周,科技股已连续三周资金净流出。美国银行全球研究首席投资策略师Michael Hartnett认为,相比全球债券的收益率,全球股市的风险溢价既没有发出抛售的信号,也没有呼叫买入。\n美国银行的全球每股收益(EPS)模型在4月达到同比增速的巅峰35%,此后掉头下行,这显示今年二季度可能是盈利的巅峰期。巧的是,法国兴业银行全球策略师Albert Edwards以及摩根士丹利全球股票策略师Michael Wilson最近都警告,今年下半年股市和企业盈利会下降。\n\n美国银行认为,以下纳斯达克100指数分别与标普500和罗素2000之比的图表很重要。如果纳斯达克100与代表大盘的标普之比没能再创新高,那么将确认通胀轮转,如果能创新高,小盘股指罗素2000就麻烦了。\n\n华尔街见闻本周四提到,高盛新近发现,从3月末开始,美股向价值股转向的行情有结束迹象:罗素1000指数当中成长股指与价值股指的比例突破了近期的区间上沿,而同为成长股代表的罗素2000指数与纳斯达克100的比值却触及了长期下跌区间,并开始反转向下;科技股领涨,但大盘也在走强。","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355425178,"gmtCreate":1617097776694,"gmtModify":1634522681773,"author":{"id":"3573265397745438","authorId":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573265397745438","idStr":"3573265397745438"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] 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