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Xzhouz
滚雪球的小周总
IP属地:浙江
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Xzhouz
11-24 19:22
$20+年以上美国国债ETF-iShares(TLT)$
放长线,钓大鱼[流泪] [流泪] 坚决不卖
Xzhouz
07-04
$瑞幸咖啡(LKNCY)$
夏天来了,你该发力了[财迷]
Xzhouz
10-24
$20+年以上美国国债ETF-iShares(TLT)$
作为避险资产,这玩意最近走势有点不太正常,跌太多了,难道都在交易不降息预期了?11月8号会议会比较关键了。
Xzhouz
09-12
n年前我也喜欢比数据,后面发现数据高的,一般都不耐用,或者说用着用着就不是那回事了,比如同样7纳米,工艺还有好有差,多重曝光代替euv,等等。时间久了就感觉出来差距了。 特斯拉也是一样,国产车标称续航跟特斯拉一样的,用5年再看看电池衰减,差距就出来了
Xzhouz
10-08
$20+年以上美国国债ETF-iShares(TLT)$
根据桥水基金的全天候策略,普通的基金投资者可以按下面资产配置:30%股票+55%债券(15%短期40%中长期)+7.5%黄金+7.5%大宗。其中黄金和大宗商品主要为对冲,避免快速通胀导致的债股双杀,但是现阶段美股开启降息周期后,快速通胀应有所回落,预测黄金应该短期震荡,可以多配置中长期债券。
Xzhouz
11-14
$超微电脑(SMCI)$
可以抄底了吗[白眼]
Xzhouz
11-05
$特朗普媒体科技集团(DJT)$
这街边随机采访,差距有点大啊
Xzhouz
11-11
$Coinbase Global, Inc.(COIN)$
英国某养老金基金已正式将3%的资产配置至比特币
Xzhouz
10-12
在过去一个月,10年期美国国债收益率上涨了40个基点以上,标普500指数顶着美债收益率上行的重压上涨了约3%,这是自2022年4月以来从未见过的反弹壮举——即10年期美债收益率与美股趋同,通常来说美股上行期间美债收益率下行或者横盘震荡。
标普500今年第45次创下新高,但有一股势力押注大跌将至
Xzhouz
10-30
这票我把握不住,怕站在山顶
花旗:若特朗普胜选,美股大涨之时乃“获利了结”良机
Xzhouz
10-24
牛
特斯拉第三季度盈利超预期,马斯克预测明年汽车销量增长20%-30%
Xzhouz
10-09
$特斯拉(TSLA)$
明天robotaxi发布,不知道市场咋反映,期待一下。如果下跌,就是入手特斯拉的好时候。[微笑]
Xzhouz
10-02
不大可能,消费习惯形成以后很难改变
Xzhouz
10-01
老虎卡片大作战
Xzhouz
09-23
阅
名创优品拟斥资63亿成永辉大股东,但不考虑并表
Xzhouz
09-23
$比特币ETF概念(BK4594)$
哈里斯也开始支持比特币了[开心]
Xzhouz
08-30
今晚pdd还得拉升
港股持续拉升!汽车股、内险股、中资券商股强势上攻
Xzhouz
08-20
19年在公司看到第一个预告片,期待了五年,终于上线(有点暴雪的意思了,十年磨一剑)。幸亏游戏科学当时坚持只让腾讯投资,不让腾讯参与。不然又要被腾讯搞成氪金游戏,腾讯游戏太喜欢“挣块钱”了,若是参与研发,对这种“挣慢钱”的游戏一定程度上是起副作用的
Xzhouz
07-12
夏天就是要玩水的季节 [得意] [得意]
Xzhouz
07-05
哈哈,我也来一个
去老虎APP查看更多动态
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","listText":"每年涨60%,真的假的,别骗我[财迷] ","text":"每年涨60%,真的假的,别骗我[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374964387459520","repostId":"2486705967","repostType":2,"repost":{"id":"2486705967","kind":"news","pubTimestamp":1732528928,"share":"https://www.laohu8.com/m/news/2486705967?lang=&edition=full","pubTime":"2024-11-25 18:02","market":"us","language":"zh","title":"MicroStrategy CEO谈被做空:预计未来20年内股价每年涨60%","url":"https://stock-news.laohu8.com/highlight/detail?id=2486705967","media":"华尔街见闻","summary":"MSTR的溢价大部分源于ATM机制。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> CEO回应做空:公司目前日赚5亿美元,预计未来20年内股价每年涨60%。</p><p>上周四美股盘中,知名做空机构香橼(Citron Research)在社交平台X发帖称打算做空“比特币持仓大户”MicroStrategy(MSTR),MicroStrategy股价应声遭重挫,一度较日高回落超21%。</p><p>周五,MicroStrategy执行董事长Michael Saylor做客CNBC的媒体节目,其间回应称,公司在通过波动性交易盈利的同时,<strong>还通过ATM操作加杠杆,因此只要比特币还在涨,公司就依然可以赚到钱。</strong></p><p>华尔街见闻此前提及,ATM即按市价发行/增发,是指上市公司通过指定的经纪商以现行市场价格,逐步将新发行的股票或他们已经拥有的股票出售到二级交易市场中。</p><h2 id=\"id_3441649678\">MSTR的溢价大部分源于ATM机制</h2><p>此前发布的推文显示,香橼认为MicroStrategy的股票已经成为比特币的替代投资品,其股价相较于驱动其价值的比特币,已出现不合理的溢价,交易显著过热,因此决定做空MicroStrategy。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a3bd94972c91a9f8dda84444355c3946\" tg-width=\"640\" tg-height=\"341\"/></p><p>Michael Saylor在此次采访中表示,空头机构认为溢价和股本一旦消失,盈利来源也就消失了,但做空者忽略了MicroStrategy的一个重要盈利点:<strong>公司通过融资加杠杆投资比特币,从中获得高额回报。</strong></p><p>Saylor解释道,公司依靠比特币这个“反应堆”来提供动力,一方面通过波动性交易来盈利,另一方面发债融资加仓,通过ATM机制借款投资比特币。</p><p>据悉,ATM模式能够灵活筹资,避免了传统融资出现的大幅折价发行,特别适合MicroStrategy这类高波动性股票。与此同时,MicroStrategy的高交易流量使得大规模股票出售成为可能,其股票市值相对于比特币持有量有2.8倍溢价,创造了融资中的套利机会。</p><p>Saylor表示,<strong>通过ATM操作,MicroStrategy将固收资产的波动性、风险和表现转移到普通股上,公司就能获得远高于借款成本和比特币涨幅的回报。</strong></p><blockquote><p>“如果我们以利率为6%的融资资金投资比特币,当比特币价格上涨30%,我们实际上得到的是80%的比特币价差(综合股票溢价、转换溢价和比特币溢价的函数)。”</p><p>“公司发行了30亿美元的可转债,按照80%的比特币价差计,这30亿美元的投资在10年内可以为每股带来125美元的收益。”</p></blockquote><p>这意味着,<strong>只要比特币价格保持上涨,公司就能继续盈利:</strong></p><blockquote><p>“两周前,我们做了46亿美元的ATM,并以70%的价差进行交易,这意味着我们在五天内赚了30亿美元的比特币。每股大约12.5美元。如果按照10年来算,收益将达到336亿美元,约合每股150美元。”</p></blockquote><p>再谈及比特币下跌可能带来的风险时,Saylor认为,投资者只要购买了MicroStrategy的股票,就默认已经接受了比特币可能下跌的风险——想要2倍的回报,就要承担相应的风险。</p><p>Saylor进一步表示,目前公司每天赚取5亿美元,已成为“美国增长最快、最赚钱的公司”,<strong>预计未来20年内,比特币价格将每年上涨29%,公司股价每年上涨60%。</strong></p><p>今年以来,MicroStrategy股价已经飙涨516%,是同期比特币132%的涨幅的近4倍,相比而言,AI龙头股<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>今年以来累计上涨了195%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/115e500d5e4793ad11be93c946985fd0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d9b804b392d5243081bbf359b1ca45\" tg-width=\"1170\" tg-height=\"1929\"/></p><p></p></body></html>","source":"wallstreetcn_hot_news","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>MicroStrategy CEO谈被做空:预计未来20年内股价每年涨60%</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\">\nMicroStrategy CEO谈被做空:预计未来20年内股价每年涨60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 18:02 北京时间 <a href=https://wallstreetcn.com/articles/3735087><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MicroStrategy CEO回应做空:公司目前日赚5亿美元,预计未来20年内股价每年涨60%。上周四美股盘中,知名做空机构香橼(Citron Research)在社交平台X发帖称打算做空“比特币持仓大户”MicroStrategy(MSTR),MicroStrategy股价应声遭重挫,一度较日高回落超21%。周五,MicroStrategy执行董事长Michael Saylor做客CNBC的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3735087\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/67138698724e09b1fdfa05e17891b21f","relate_stocks":{"MSTR":"MicroStrategy","MSTU":"T-Rex 2X Long MSTR Daily Target ETF","MSTX":"Defiance Daily Target 2X Long MSTR ETF"},"source_url":"https://wallstreetcn.com/articles/3735087","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486705967","content_text":"MicroStrategy CEO回应做空:公司目前日赚5亿美元,预计未来20年内股价每年涨60%。上周四美股盘中,知名做空机构香橼(Citron Research)在社交平台X发帖称打算做空“比特币持仓大户”MicroStrategy(MSTR),MicroStrategy股价应声遭重挫,一度较日高回落超21%。周五,MicroStrategy执行董事长Michael Saylor做客CNBC的媒体节目,其间回应称,公司在通过波动性交易盈利的同时,还通过ATM操作加杠杆,因此只要比特币还在涨,公司就依然可以赚到钱。华尔街见闻此前提及,ATM即按市价发行/增发,是指上市公司通过指定的经纪商以现行市场价格,逐步将新发行的股票或他们已经拥有的股票出售到二级交易市场中。MSTR的溢价大部分源于ATM机制此前发布的推文显示,香橼认为MicroStrategy的股票已经成为比特币的替代投资品,其股价相较于驱动其价值的比特币,已出现不合理的溢价,交易显著过热,因此决定做空MicroStrategy。Michael Saylor在此次采访中表示,空头机构认为溢价和股本一旦消失,盈利来源也就消失了,但做空者忽略了MicroStrategy的一个重要盈利点:公司通过融资加杠杆投资比特币,从中获得高额回报。Saylor解释道,公司依靠比特币这个“反应堆”来提供动力,一方面通过波动性交易来盈利,另一方面发债融资加仓,通过ATM机制借款投资比特币。据悉,ATM模式能够灵活筹资,避免了传统融资出现的大幅折价发行,特别适合MicroStrategy这类高波动性股票。与此同时,MicroStrategy的高交易流量使得大规模股票出售成为可能,其股票市值相对于比特币持有量有2.8倍溢价,创造了融资中的套利机会。Saylor表示,通过ATM操作,MicroStrategy将固收资产的波动性、风险和表现转移到普通股上,公司就能获得远高于借款成本和比特币涨幅的回报。“如果我们以利率为6%的融资资金投资比特币,当比特币价格上涨30%,我们实际上得到的是80%的比特币价差(综合股票溢价、转换溢价和比特币溢价的函数)。”“公司发行了30亿美元的可转债,按照80%的比特币价差计,这30亿美元的投资在10年内可以为每股带来125美元的收益。”这意味着,只要比特币价格保持上涨,公司就能继续盈利:“两周前,我们做了46亿美元的ATM,并以70%的价差进行交易,这意味着我们在五天内赚了30亿美元的比特币。每股大约12.5美元。如果按照10年来算,收益将达到336亿美元,约合每股150美元。”再谈及比特币下跌可能带来的风险时,Saylor认为,投资者只要购买了MicroStrategy的股票,就默认已经接受了比特币可能下跌的风险——想要2倍的回报,就要承担相应的风险。Saylor进一步表示,目前公司每天赚取5亿美元,已成为“美国增长最快、最赚钱的公司”,预计未来20年内,比特币价格将每年上涨29%,公司股价每年上涨60%。今年以来,MicroStrategy股价已经飙涨516%,是同期比特币132%的涨幅的近4倍,相比而言,AI龙头股英伟达今年以来累计上涨了195%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374447194423504,"gmtCreate":1732447370312,"gmtModify":1732447373474,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a 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明天100的put,看来还不一定接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373385537532376","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373242815541704,"gmtCreate":1732169315181,"gmtModify":1732169317262,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373242815541704","repostId":"2485487760","repostType":4,"repost":{"id":"2485487760","kind":"highlight","weMediaInfo":{"introduction":"路透中文","home_visible":1,"media_name":"路透中文","id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732164044,"share":"https://www.laohu8.com/m/news/2485487760?lang=&edition=full","pubTime":"2024-11-21 12:40","market":"us","language":"zh","title":"传星巴克考虑出售中国业务股份,官方称“努力寻找最佳增长道路”","url":"https://stock-news.laohu8.com/highlight/detail?id=2485487760","media":"路透中文","summary":"正在考虑中国业务的交易选项。","content":"<html><head></head><body><p>彭博援引知情人士的话报导称,星巴克正在探索中国业务的各种选择,包括出售股权的可能性。</p><p>对此,星巴克发言人在一份给媒体的声明中表示:“我们全心全意致力于我们的业务和合作伙伴,以及在中国市场发展。我们正努力寻找最佳的增长道路,其中包括探索战略合作伙伴关系。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a034ae936f8703ce3fd114eef7525be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>传星巴克考虑出售中国业务股份,官方称“努力寻找最佳增长道路”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传星巴克考虑出售中国业务股份,官方称“努力寻找最佳增长道路”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1098195322\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">路透中文 </p>\n<p class=\"h-time\">2024-11-21 12:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>彭博援引知情人士的话报导称,星巴克正在探索中国业务的各种选择,包括出售股权的可能性。</p><p>对此,星巴克发言人在一份给媒体的声明中表示:“我们全心全意致力于我们的业务和合作伙伴,以及在中国市场发展。我们正努力寻找最佳的增长道路,其中包括探索战略合作伙伴关系。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a034ae936f8703ce3fd114eef7525be\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d1743956b4f7a0a536ae2e5cc3ae642","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241121:nL4T3MS0BU:1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485487760","content_text":"彭博援引知情人士的话报导称,星巴克正在探索中国业务的各种选择,包括出售股权的可能性。对此,星巴克发言人在一份给媒体的声明中表示:“我们全心全意致力于我们的业务和合作伙伴,以及在中国市场发展。我们正努力寻找最佳的增长道路,其中包括探索战略合作伙伴关系。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370904910938192,"gmtCreate":1731566753680,"gmtModify":1731583256996,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 可以抄底了吗[白眼] ","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 可以抄底了吗[白眼] ","text":"$超微电脑(SMCI)$ 可以抄底了吗[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370904910938192","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370210747335024,"gmtCreate":1731421522973,"gmtModify":1731421524625,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370210747335024","repostId":"2482808850","repostType":2,"repost":{"id":"2482808850","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1731420923,"share":"https://www.laohu8.com/m/news/2482808850?lang=&edition=full","pubTime":"2024-11-12 22:15","market":"hk","language":"en","title":"How To Earn $500 A Month From Occidental Petroleum Stock Ahead Of Q3 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2482808850","media":"Benzinga","summary":"Occidental Petroleum Corp. will release earnings results for the third quarter, after the closing bell, on Tuesday, Nov. 12.","content":"<html><body><p><strong>Occidental Petroleum Corporation</strong> (NYSE:OXY) will release earnings results for the third quarter, after the closing bell, on Tuesday, Nov. 12.</p>\n<p>Analysts expect the Houston-based company to report quarterly earnings at 74 cents per share. That’s down from $1.18 per share in the year-ago period. Occidental Petroleum projects to report quarterly revenue of $7.23 billion. Last year, revenue hovered $7.21 billion, according to data from Benzinga Pro.</p>\n<p>On Nov. 8, JPMorgan analyst John Royall reinstated Occidental Petroleum with a Neutral and announced a $56 price target.</p>\n<p>With the recent buzz around Occidental Petroleum ahead of quarterly earnings, some investors may be eyeing potential gains from the company's dividends too. As of now, Occidental Petroleum offers an annual dividend yield of 1.73% <em>—</em> a quarterly dividend amount of 22 cents per share (88 cents a year).</p>\n<p>To figure out how to earn $500 monthly from Occidental Petroleum, we start with the yearly target of $6,000 ($500 x 12 months).</p>\n<p>Next, we take this amount and divide it by Occidental Petroleum's $0.88 dividend: $6,000 / $0.88 = 6,818 shares.</p>\n<p><strong>So, an investor would need to own approximately $346,423 worth of Occidental Petroleum, or 6,818 shares to generate a monthly dividend income of $500.</strong></p>\n<p><strong>Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $0.88 = 1,364 shares, or $69,305 to generate a monthly dividend income of $100.</strong></p>\n<p>Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.</p>\n<p>The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.</p>\n<p>For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).</p>\n<p>Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).</p>\n<p>Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.</p>\n<p><strong>OXY Price Action:</strong> Shares of Occidental Petroleum gained by 0.6% to close at $50.81 on Monday.</p>\n<figure><div>\n</div></figure>\n<p><strong>Read More: </strong></p>\n<ul>\n<li><strong>Jim Cramer: This Tech Stock Can ‘Go To 160,’ Recommends Buying Domino’s Pizza</strong></li>\n</ul>\n<p><em>Image: Shutterstock</em></p></body></html>","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>How To Earn $500 A Month From Occidental Petroleum Stock Ahead Of Q3 Earnings</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\">\nHow To Earn $500 A Month From Occidental Petroleum Stock Ahead Of Q3 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-11-12 22:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Occidental Petroleum Corporation</strong> (NYSE:OXY) will release earnings results for the third quarter, after the closing bell, on Tuesday, Nov. 12.</p>\n<p>Analysts expect the Houston-based company to report quarterly earnings at 74 cents per share. That’s down from $1.18 per share in the year-ago period. Occidental Petroleum projects to report quarterly revenue of $7.23 billion. Last year, revenue hovered $7.21 billion, according to data from Benzinga Pro.</p>\n<p>On Nov. 8, JPMorgan analyst John Royall reinstated Occidental Petroleum with a Neutral and announced a $56 price target.</p>\n<p>With the recent buzz around Occidental Petroleum ahead of quarterly earnings, some investors may be eyeing potential gains from the company's dividends too. As of now, Occidental Petroleum offers an annual dividend yield of 1.73% <em>—</em> a quarterly dividend amount of 22 cents per share (88 cents a year).</p>\n<p>To figure out how to earn $500 monthly from Occidental Petroleum, we start with the yearly target of $6,000 ($500 x 12 months).</p>\n<p>Next, we take this amount and divide it by Occidental Petroleum's $0.88 dividend: $6,000 / $0.88 = 6,818 shares.</p>\n<p><strong>So, an investor would need to own approximately $346,423 worth of Occidental Petroleum, or 6,818 shares to generate a monthly dividend income of $500.</strong></p>\n<p><strong>Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $0.88 = 1,364 shares, or $69,305 to generate a monthly dividend income of $100.</strong></p>\n<p>Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.</p>\n<p>The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.</p>\n<p>For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).</p>\n<p>Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).</p>\n<p>Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.</p>\n<p><strong>OXY Price Action:</strong> Shares of Occidental Petroleum gained by 0.6% to close at $50.81 on Monday.</p>\n<figure><div>\n</div></figure>\n<p><strong>Read More: </strong></p>\n<ul>\n<li><strong>Jim Cramer: This Tech Stock Can ‘Go To 160,’ Recommends Buying Domino’s Pizza</strong></li>\n</ul>\n<p><em>Image: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","OXY.WS":"西方石油认购证2027/08/03 22.0"},"source_url":"https://www.benzinga.com/24/11/41902185/how-to-earn-500-a-month-from-occidental-petroleum-stock-ahead-of-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482808850","content_text":"Occidental Petroleum Corporation (NYSE:OXY) will release earnings results for the third quarter, after the closing bell, on Tuesday, Nov. 12.\nAnalysts expect the Houston-based company to report quarterly earnings at 74 cents per share. That’s down from $1.18 per share in the year-ago period. Occidental Petroleum projects to report quarterly revenue of $7.23 billion. Last year, revenue hovered $7.21 billion, according to data from Benzinga Pro.\nOn Nov. 8, JPMorgan analyst John Royall reinstated Occidental Petroleum with a Neutral and announced a $56 price target.\nWith the recent buzz around Occidental Petroleum ahead of quarterly earnings, some investors may be eyeing potential gains from the company's dividends too. As of now, Occidental Petroleum offers an annual dividend yield of 1.73% — a quarterly dividend amount of 22 cents per share (88 cents a year).\nTo figure out how to earn $500 monthly from Occidental Petroleum, we start with the yearly target of $6,000 ($500 x 12 months).\nNext, we take this amount and divide it by Occidental Petroleum's $0.88 dividend: $6,000 / $0.88 = 6,818 shares.\nSo, an investor would need to own approximately $346,423 worth of Occidental Petroleum, or 6,818 shares to generate a monthly dividend income of $500.\nAssuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $0.88 = 1,364 shares, or $69,305 to generate a monthly dividend income of $100.\nNote that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.\nThe dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.\nFor example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).\nConversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).\nFurther, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.\nOXY Price Action: Shares of Occidental Petroleum gained by 0.6% to close at $50.81 on Monday.\n\n\nRead More: \n\nJim Cramer: This Tech Stock Can ‘Go To 160,’ Recommends Buying Domino’s Pizza\n\nImage: Shutterstock","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370182249156712,"gmtCreate":1731396087035,"gmtModify":1731396682802,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"$比特币 这涨幅有点可怕了,难道轧空了?比特币目前还不算避险资产,大涨之后很危险。准备做一手看跌","listText":"$比特币 这涨幅有点可怕了,难道轧空了?比特币目前还不算避险资产,大涨之后很危险。准备做一手看跌","text":"$比特币 这涨幅有点可怕了,难道轧空了?比特币目前还不算避险资产,大涨之后很危险。准备做一手看跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370182249156712","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369856835424344,"gmtCreate":1731314669654,"gmtModify":1731314671827,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"剪刀差越来越大","listText":"剪刀差越来越大","text":"剪刀差越来越大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369856835424344","repostId":"1107720512","repostType":4,"repost":{"id":"1107720512","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":1731314277,"share":"https://www.laohu8.com/m/news/1107720512?lang=&edition=full","pubTime":"2024-11-11 16:37","market":"sh","language":"zh","title":"央行:10月末M2余额309.71万亿元,同比增长7.5%,超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1107720512","media":"老虎资讯综合","summary":"前10月人民币贷款增加16.52万亿元。","content":"<html><head></head><body><p>央行:10月末,广义货币(M2)余额309.71万亿元,同比增长7.5%,预期6.9%,前值6.8%。狭义货币(M1)余额63.34万亿元,同比下降6.1%,预期-7.2%,前值-7.4%。流通中货币(M0)余额12.24万亿元,同比增长12.8%。前十个月净投放现金9003亿元。</p><p>前10月人民币贷款增加16.52万亿元,预期167271亿元,前值160200亿元。分部门看,住户贷款增加2.1万亿元,其中,短期贷款增加4514亿元,中长期贷款增加1.65万亿元。</p><p>央行数据显示,10月末,本外币存款余额307.44万亿元,同比增长7%。月末人民币存款余额301.48万亿元,同比增长7%。前十个月人民币存款增加17.22万亿元。其中,住户存款增加11.28万亿元,非金融企业存款减少2.84万亿元,财政性存款增加1.32万亿元,非银行业金融机构存款增加5.58万亿元。</p></body></html>","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>央行:10月末M2余额309.71万亿元,同比增长7.5%,超出预期</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央行:10月末M2余额309.71万亿元,同比增长7.5%,超出预期\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\">2024-11-11 16:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>央行:10月末,广义货币(M2)余额309.71万亿元,同比增长7.5%,预期6.9%,前值6.8%。狭义货币(M1)余额63.34万亿元,同比下降6.1%,预期-7.2%,前值-7.4%。流通中货币(M0)余额12.24万亿元,同比增长12.8%。前十个月净投放现金9003亿元。</p><p>前10月人民币贷款增加16.52万亿元,预期167271亿元,前值160200亿元。分部门看,住户贷款增加2.1万亿元,其中,短期贷款增加4514亿元,中长期贷款增加1.65万亿元。</p><p>央行数据显示,10月末,本外币存款余额307.44万亿元,同比增长7%。月末人民币存款余额301.48万亿元,同比增长7%。前十个月人民币存款增加17.22万亿元。其中,住户存款增加11.28万亿元,非金融企业存款减少2.84万亿元,财政性存款增加1.32万亿元,非银行业金融机构存款增加5.58万亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c34c809115b2b1d82a068ba5bc69d6e0","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107720512","content_text":"央行:10月末,广义货币(M2)余额309.71万亿元,同比增长7.5%,预期6.9%,前值6.8%。狭义货币(M1)余额63.34万亿元,同比下降6.1%,预期-7.2%,前值-7.4%。流通中货币(M0)余额12.24万亿元,同比增长12.8%。前十个月净投放现金9003亿元。前10月人民币贷款增加16.52万亿元,预期167271亿元,前值160200亿元。分部门看,住户贷款增加2.1万亿元,其中,短期贷款增加4514亿元,中长期贷款增加1.65万亿元。央行数据显示,10月末,本外币存款余额307.44万亿元,同比增长7%。月末人民币存款余额301.48万亿元,同比增长7%。前十个月人民币存款增加17.22万亿元。其中,住户存款增加11.28万亿元,非金融企业存款减少2.84万亿元,财政性存款增加1.32万亿元,非银行业金融机构存款增加5.58万亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369711618330816,"gmtCreate":1731299202719,"gmtModify":1731301621775,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 英国某养老金基金已正式将3%的资产配置至比特币","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 英国某养老金基金已正式将3%的资产配置至比特币","text":"$Coinbase Global, Inc.(COIN)$ 英国某养老金基金已正式将3%的资产配置至比特币","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369711618330816","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368445062050240,"gmtCreate":1730993890888,"gmtModify":1730994154419,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"title":"央行召开外资金融机构座谈会,会利好券商吗?","htmlText":" 为深入贯彻落实党的二十届三中全会关于推动高水平对外开放的重要部署,11月6日,中国人民银行召开外资金融机构座谈会,听取外资金融机构意见建议,研究进一步优化营商环境、推动金融业高水平对外开放有关工作。 中国人民银行将认真落实党中央、国务院决策部署,把握好经济增速和经济增长质量、内部和外部、投资和消费的动态平衡,继续坚持实施支持性的货币政策,加强与市场沟通,不断提升金融服务质效。稳步推进金融服务业和金融市场制度型开放,拓展境内外金融市场互联互通,促进贸易和投融资便利化,营造市场化、法治化、国际化一流营商环境,促进经济持续回升向好、金融高质量发展。 汇丰银行、香港东亚银行、渣打银行、花旗银行、新加坡星展银行、日本瑞穗银行、摩根大通银行、法国兴业银行、德意志银行、加拿大蒙特利尔银行、摩根士丹利等11家外资金融机构负责人参会并发言。中国人民银行、国家外汇管理局有关司局和所属单位负责同志参加座谈会。 会不会利好跨境券商?[财迷] ","listText":" 为深入贯彻落实党的二十届三中全会关于推动高水平对外开放的重要部署,11月6日,中国人民银行召开外资金融机构座谈会,听取外资金融机构意见建议,研究进一步优化营商环境、推动金融业高水平对外开放有关工作。 中国人民银行将认真落实党中央、国务院决策部署,把握好经济增速和经济增长质量、内部和外部、投资和消费的动态平衡,继续坚持实施支持性的货币政策,加强与市场沟通,不断提升金融服务质效。稳步推进金融服务业和金融市场制度型开放,拓展境内外金融市场互联互通,促进贸易和投融资便利化,营造市场化、法治化、国际化一流营商环境,促进经济持续回升向好、金融高质量发展。 汇丰银行、香港东亚银行、渣打银行、花旗银行、新加坡星展银行、日本瑞穗银行、摩根大通银行、法国兴业银行、德意志银行、加拿大蒙特利尔银行、摩根士丹利等11家外资金融机构负责人参会并发言。中国人民银行、国家外汇管理局有关司局和所属单位负责同志参加座谈会。 会不会利好跨境券商?[财迷] ","text":"为深入贯彻落实党的二十届三中全会关于推动高水平对外开放的重要部署,11月6日,中国人民银行召开外资金融机构座谈会,听取外资金融机构意见建议,研究进一步优化营商环境、推动金融业高水平对外开放有关工作。 中国人民银行将认真落实党中央、国务院决策部署,把握好经济增速和经济增长质量、内部和外部、投资和消费的动态平衡,继续坚持实施支持性的货币政策,加强与市场沟通,不断提升金融服务质效。稳步推进金融服务业和金融市场制度型开放,拓展境内外金融市场互联互通,促进贸易和投融资便利化,营造市场化、法治化、国际化一流营商环境,促进经济持续回升向好、金融高质量发展。 汇丰银行、香港东亚银行、渣打银行、花旗银行、新加坡星展银行、日本瑞穗银行、摩根大通银行、法国兴业银行、德意志银行、加拿大蒙特利尔银行、摩根士丹利等11家外资金融机构负责人参会并发言。中国人民银行、国家外汇管理局有关司局和所属单位负责同志参加座谈会。 会不会利好跨境券商?[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368445062050240","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368296151036216,"gmtCreate":1730938004629,"gmtModify":1730938008206,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"绿色我不喜欢 [开心]","listText":"绿色我不喜欢 [开心]","text":"绿色我不喜欢 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368296151036216","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368010512638136,"gmtCreate":1730864064857,"gmtModify":1730864066884,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 结果出来了啊,果然不出我所料,都是烟雾弹[财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 结果出来了啊,果然不出我所料,都是烟雾弹[财迷] [财迷] ","text":"$特斯拉(TSLA)$ 结果出来了啊,果然不出我所料,都是烟雾弹[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368010512638136","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367730957578376,"gmtCreate":1730818566472,"gmtModify":1730818569948,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a href=\"\">[财迷] </a>","listText":"<a href=\"\">[财迷] </a>","text":"[财迷] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367730957578376","repostId":"2481521858","repostType":2,"repost":{"id":"2481521858","pubTimestamp":1730805923,"share":"https://www.laohu8.com/m/news/2481521858?lang=&edition=full","pubTime":"2024-11-05 19:25","market":"us","language":"zh","title":"大选后美股板块轮动怎么走?摩根大通给出了四种可能结果","url":"https://stock-news.laohu8.com/highlight/detail?id=2481521858","media":"华尔街见闻","summary":"摩根大通预计,红色横扫将在能源、银行、工业和运输等关键行业引入积极的政策、减税和放松管制,而蓝色横扫可能不太有利于股市,预计民主党人将优先考虑针对绿色能源、医疗保健改革和可能增加企业税的财政措施。","content":"<html><head></head><body><blockquote><p>摩根大通预计,红色横扫将在能源、银行、工业和运输等关键行业引入积极的政策、减税和放松管制,而蓝色横扫可能不太有利于股市,预计民主党人将优先考虑针对绿色能源、医疗保健改革和可能增加企业税的财政措施。</p></blockquote><p>美股牛市能否穿越选举迷雾?<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>表示,<strong>市场动能的拥挤、各行业的敏感性以及宏观经济因素将成为2024年最后几个月决定股市表现的关键因素。</strong></p><p>目前美国股市势头强劲,标普500指数三个月内上涨12.5%,创下近一个世纪以来选举前最强劲的涨幅。</p><p>摩根大通的报告称,尽管大选后不确定性有所缓解,股市可能出现上行,但市场动态的复杂性仍然巨大,尤其是高增长行业的拥挤加剧,以及即将到来的美国政策转变的影响。</p><p>摩根大通对四种关键选举结果进行了详尽分析:红色横扫(特朗普和共和党均获胜)、蓝色横扫(哈里斯和民主党均获胜)、红色分裂和蓝色分裂。每种情况都有不同的经济和市场影响,反映了共和党和民主党从能源独立到企业税收等问题上的巨大政策分歧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4c5ae9e696572f1d7d1c6a66699840f\" title=\"\" tg-width=\"1024\" tg-height=\"410\"/></p><h2 id=\"id_712847512\">红色横扫:将利好能源、银行、工业和运输等板块</h2><p>摩根大通表示,红色横扫被视为对市场最有利的结果,<strong>预计红色横扫将在能源、银行、工业和运输等关键行业引入积极的政策、减税和放松管制。</strong></p><p>具体来说:</p><blockquote><ul style=\"\"><li><p><strong>能源:</strong>能源仍然是共和党最敏感的行业之一,与共和党结果的相关性很强,为32%。根据红色横扫,<strong>摩根大通预计该行业将受益于对化石燃料勘探、钻探和管道许可的放松限制。</strong>分析师认为,这可能会导致国内石油产量大幅增加,这可能会支持该行业的就业增长,但如果供大于求,可能会造成价格波动。</p></li><li><p><strong>保险:</strong>保险与共和党结果的相关性为27%,这主要是由于该行业受到监管变化的影响。强调减少监管的议程可以提高保险公司的灵活性,尤其是区域参与者,从而有可能提高盈利能力。此外,随着增长的加速,对小企业的减税和激励措施可能会增加对商业保险的需求,从而间接使保险受益。</p></li><li><p><strong>资本货物:</strong>该群体包括工业设备和机械制造商,对共和党主导的政策表现出22%的敏感性。摩根大通认为,资本货物公司处于有利地位,可以从增加基础设施支出、对美国制造业的关注以及保护美国工业的有利贸易政策中获益。该行业还受益于鼓励资本投资的税收减免,这可能会在放松管制的框架下加速增长。</p></li><li><p><strong>耐用消费品和服装:</strong>由于共和党的敏感度为19%,耐用消费品和服装可能会解除进口关税,并改变保护美国制造业的贸易政策。该行业包括从汽车到家居用品的所有领域,这些通常受到全球供应链依赖性的影响。共和党领导的政府可能会征收关税以减少海外竞争,从而使国内制造商受益。然而,摩根大通警告称,由于对钢铁和铝等原材料征收关税,投入成本可能会上升。</p></li></ul></blockquote><p>对美联储来说,红色横扫可能会导致经济弹性和通胀压力之间取得微妙的平衡,<strong>这可能会导致美债收益率曲线进一步变陡。</strong>摩根大通的利率团队预计,在预期的财政扩张的推动下,10年期美债收益率可能会上升30-40个基点。</p><p>另一方面,摩根大通认为,在红色横扫情景中<strong>会蒙受损失的是在全球贸易中具有重大风险敞口的行业,例如技术和通信。</strong></p><p>值得注意的是,摩根大通警告称,<strong>动量交易,尤其是大型科技股和半导体股,现在很拥挤,</strong>在过去一年中就3次触及第99个百分位。</p><p>这种极端拥挤代表了市场的脆弱性,任何突然的政策或宏观经济转变都可能引发该板块股票的暴力轮换。报告称,<strong>红色横扫可能会导致投资者从高估值的成长股转向价值股和国内股票。如果美联储继续保持宽松的货币政策,这种转变可能会被放大。</strong></p><h2 id=\"id_3222496032\">蓝色横扫:可能不太有利于股市</h2><p>摩根大通认为,<strong>蓝色横扫可能不太有利于股市,因为预计民主党人将优先考虑针对绿色能源、医疗保健改革和可能增加企业税的财政措施。</strong></p><p>这可能会维持与绿色倡议和美国制造业相关的行业的势头,同时给依赖全球供应链和税收优惠的跨国公司带来额外压力。</p><p>具体来说:</p><blockquote><ul style=\"\"><li><p><strong>软件:</strong>在“蓝色大扫除”下,软件行业可能会受益于有利于数字基础设施、网络安全和技术创新的政策。民主党专注于扩大宽带接入、支持政府资助的数字化转型以及鼓励网络安全举措,这可能会提振各行业对软件服务和平台的需求。<strong>该行业包括涉及云计算、企业软件和安全软件的公司,所有这些公司都有望从联邦对技术前沿议程的支持中受益。</strong></p></li><li><p><strong>半导体:</strong>半导体公司是美国科技行业的关键组成部分,预计将受益于对《芯片法案》的持续支持和加强国内芯片生产的努力。</p></li><li><p><strong>IRA绿色/电动汽车/气候</strong>:在民主党领导的政府下,绿色能源股票(包括与电动汽车和可再生能源相关的股票)将获得大量支持,这与其雄心勃勃的气候目标保持一致。扩大税收抵免、直接补贴和对清洁能源项目的监管支持<strong>可能会提振<a href=\"https://laohu8.com/S/000591\">太阳能</a>、风能、电池存储和电动汽车供应链中的公司。</strong></p></li><li><p><strong>医疗改革受益者:</strong>随着民主党人优先考虑医疗改革,包括扩大《平价医疗法案》补贴和降低处方药价格的措施,<a href=\"https://laohu8.com/S/HCSG\">医疗保健服务</a>和管理式医疗提供者可能会受益。</p></li><li><p><strong>子女税优惠受益者:消费品、零售和教育相关行业的公司</strong>可能会看到与扩大儿童税优惠和社会福利计划相关的需求增加,这将提高家庭消费能力,尤其是在中低收入家庭中。</p></li></ul></blockquote><p>分析师表示,蓝色横扫将<strong>促进美元持续走强,收紧流动性并挤压依赖出口的公司。</strong></p><h2 id=\"id_4038815796\">分裂政府(红色或蓝色):</h2><p>虽然分裂政府情景可能会继续当前的政策轨迹,但摩根大通指出,红色分裂的结果将提供一些上行潜力,特别是对于对减税和放松管制敏感的行业。</p><p>相反,蓝色分裂政府可以支持与环境和医疗保健改革相一致的行业,例如清洁能源和制药。</p><p>这张图展示了美国总统任期内标普500指数的表现。<strong>从图中可以看出,无论是民主党还是共和党执政期间,标普500指数都呈现出长期上涨的趋势。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c941c577ba5f97bc878f657c09246e8f\" title=\"\" tg-width=\"1024\" tg-height=\"577\"/></p></body></html>","source":"wallstreetcn_hot_news","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>大选后美股板块轮动怎么走?摩根大通给出了四种可能结果</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大选后美股板块轮动怎么走?摩根大通给出了四种可能结果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 19:25 北京时间 <a href=https://wallstreetcn.com/articles/3732960><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通预计,红色横扫将在能源、银行、工业和运输等关键行业引入积极的政策、减税和放松管制,而蓝色横扫可能不太有利于股市,预计民主党人将优先考虑针对绿色能源、医疗保健改革和可能增加企业税的财政措施。美股牛市能否穿越选举迷雾?摩根大通表示,市场动能的拥挤、各行业的敏感性以及宏观经济因素将成为2024年最后几个月决定股市表现的关键因素。目前美国股市势头强劲,标普500指数三个月内上涨12.5%,创下近...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3732960\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","BK4207":"综合性银行","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1",".DJI":"道琼斯","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235303.USD":"PINEBRIDGE US 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ACC"},"source_url":"https://wallstreetcn.com/articles/3732960","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481521858","content_text":"摩根大通预计,红色横扫将在能源、银行、工业和运输等关键行业引入积极的政策、减税和放松管制,而蓝色横扫可能不太有利于股市,预计民主党人将优先考虑针对绿色能源、医疗保健改革和可能增加企业税的财政措施。美股牛市能否穿越选举迷雾?摩根大通表示,市场动能的拥挤、各行业的敏感性以及宏观经济因素将成为2024年最后几个月决定股市表现的关键因素。目前美国股市势头强劲,标普500指数三个月内上涨12.5%,创下近一个世纪以来选举前最强劲的涨幅。摩根大通的报告称,尽管大选后不确定性有所缓解,股市可能出现上行,但市场动态的复杂性仍然巨大,尤其是高增长行业的拥挤加剧,以及即将到来的美国政策转变的影响。摩根大通对四种关键选举结果进行了详尽分析:红色横扫(特朗普和共和党均获胜)、蓝色横扫(哈里斯和民主党均获胜)、红色分裂和蓝色分裂。每种情况都有不同的经济和市场影响,反映了共和党和民主党从能源独立到企业税收等问题上的巨大政策分歧。红色横扫:将利好能源、银行、工业和运输等板块摩根大通表示,红色横扫被视为对市场最有利的结果,预计红色横扫将在能源、银行、工业和运输等关键行业引入积极的政策、减税和放松管制。具体来说:能源:能源仍然是共和党最敏感的行业之一,与共和党结果的相关性很强,为32%。根据红色横扫,摩根大通预计该行业将受益于对化石燃料勘探、钻探和管道许可的放松限制。分析师认为,这可能会导致国内石油产量大幅增加,这可能会支持该行业的就业增长,但如果供大于求,可能会造成价格波动。保险:保险与共和党结果的相关性为27%,这主要是由于该行业受到监管变化的影响。强调减少监管的议程可以提高保险公司的灵活性,尤其是区域参与者,从而有可能提高盈利能力。此外,随着增长的加速,对小企业的减税和激励措施可能会增加对商业保险的需求,从而间接使保险受益。资本货物:该群体包括工业设备和机械制造商,对共和党主导的政策表现出22%的敏感性。摩根大通认为,资本货物公司处于有利地位,可以从增加基础设施支出、对美国制造业的关注以及保护美国工业的有利贸易政策中获益。该行业还受益于鼓励资本投资的税收减免,这可能会在放松管制的框架下加速增长。耐用消费品和服装:由于共和党的敏感度为19%,耐用消费品和服装可能会解除进口关税,并改变保护美国制造业的贸易政策。该行业包括从汽车到家居用品的所有领域,这些通常受到全球供应链依赖性的影响。共和党领导的政府可能会征收关税以减少海外竞争,从而使国内制造商受益。然而,摩根大通警告称,由于对钢铁和铝等原材料征收关税,投入成本可能会上升。对美联储来说,红色横扫可能会导致经济弹性和通胀压力之间取得微妙的平衡,这可能会导致美债收益率曲线进一步变陡。摩根大通的利率团队预计,在预期的财政扩张的推动下,10年期美债收益率可能会上升30-40个基点。另一方面,摩根大通认为,在红色横扫情景中会蒙受损失的是在全球贸易中具有重大风险敞口的行业,例如技术和通信。值得注意的是,摩根大通警告称,动量交易,尤其是大型科技股和半导体股,现在很拥挤,在过去一年中就3次触及第99个百分位。这种极端拥挤代表了市场的脆弱性,任何突然的政策或宏观经济转变都可能引发该板块股票的暴力轮换。报告称,红色横扫可能会导致投资者从高估值的成长股转向价值股和国内股票。如果美联储继续保持宽松的货币政策,这种转变可能会被放大。蓝色横扫:可能不太有利于股市摩根大通认为,蓝色横扫可能不太有利于股市,因为预计民主党人将优先考虑针对绿色能源、医疗保健改革和可能增加企业税的财政措施。这可能会维持与绿色倡议和美国制造业相关的行业的势头,同时给依赖全球供应链和税收优惠的跨国公司带来额外压力。具体来说:软件:在“蓝色大扫除”下,软件行业可能会受益于有利于数字基础设施、网络安全和技术创新的政策。民主党专注于扩大宽带接入、支持政府资助的数字化转型以及鼓励网络安全举措,这可能会提振各行业对软件服务和平台的需求。该行业包括涉及云计算、企业软件和安全软件的公司,所有这些公司都有望从联邦对技术前沿议程的支持中受益。半导体:半导体公司是美国科技行业的关键组成部分,预计将受益于对《芯片法案》的持续支持和加强国内芯片生产的努力。IRA绿色/电动汽车/气候:在民主党领导的政府下,绿色能源股票(包括与电动汽车和可再生能源相关的股票)将获得大量支持,这与其雄心勃勃的气候目标保持一致。扩大税收抵免、直接补贴和对清洁能源项目的监管支持可能会提振太阳能、风能、电池存储和电动汽车供应链中的公司。医疗改革受益者:随着民主党人优先考虑医疗改革,包括扩大《平价医疗法案》补贴和降低处方药价格的措施,医疗保健服务和管理式医疗提供者可能会受益。子女税优惠受益者:消费品、零售和教育相关行业的公司可能会看到与扩大儿童税优惠和社会福利计划相关的需求增加,这将提高家庭消费能力,尤其是在中低收入家庭中。分析师表示,蓝色横扫将促进美元持续走强,收紧流动性并挤压依赖出口的公司。分裂政府(红色或蓝色):虽然分裂政府情景可能会继续当前的政策轨迹,但摩根大通指出,红色分裂的结果将提供一些上行潜力,特别是对于对减税和放松管制敏感的行业。相反,蓝色分裂政府可以支持与环境和医疗保健改革相一致的行业,例如清洁能源和制药。这张图展示了美国总统任期内标普500指数的表现。从图中可以看出,无论是民主党还是共和党执政期间,标普500指数都呈现出长期上涨的趋势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367820539035824,"gmtCreate":1730817684255,"gmtModify":1730817688807,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367820539035824","repostId":"2480323300","repostType":2,"repost":{"id":"2480323300","kind":"news","pubTimestamp":1730698582,"share":"https://www.laohu8.com/m/news/2480323300?lang=&edition=full","pubTime":"2024-11-04 13:36","market":"us","language":"zh","title":"非农大跌,为何美债收益率却大涨?","url":"https://stock-news.laohu8.com/highlight/detail?id=2480323300","media":"华尔街见闻","summary":"上周非农大跌后10年期美债收益率却飙升10bp。两点原因可以解释:第一,非农其实并没有这么糟,市场对非农差早有预期,因为两次飓风和波音公司的罢工,很多分析师在数据前甚至给出负值预测。第二,在大选不确定事件前,美债没人买了。","content":"<html><body><p>周五美国公布了10月非农数据,1.2万人的新增就业令市场大跌眼镜。不过美元和美债收益率短暂下跌之后,很快全部反弹回来,10年期美债收益率飙升至4.38%,日内上行10bp。</p>\n<p>自9月18日美联储降息以来,10年期美债收益率已累计上涨 70 bp,这是历次降息周期以来都未出现的。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ae67b187-f66e-45a1-b3f1-f29b3655da9f.png\"/></p>\n<p>究竟发生了什么?我觉得有两点原因可以解释:</p>\n<p><strong>第一,非农其实并没有这么糟糕。</strong></p>\n<p>这次市场对于非农差已经早有预期,因为两次飓风和波音公司的罢工,很多分析师在数据前甚至给出了负值的预测。约有10万是受到一次性原因导致的减少(有5.12万人因恶劣天气而无法工作,有4.14万人是受罢工影响)。</p>\n<p>符合预期的失业率4.1%+超预期的时薪0.4%+周三的ADP就业人数增加23.3万人,都说明美国的就业并不弱,增加了美国软着陆的预期,11月美联储大概率降息25bp。</p>\n<p>这里补充两个小知识:</p>\n<p>1. ADP和非农的采样方法不同。ADP是每周采样,即月内每周拿工资的人都会被计入就业人口;而非农只基于每月12日当周的工资单,只有在这一周收到工资的人才被视为就业人口。因此,ADP受到单周飓风的影响小,而10月非农的观察周刚好被飓风所影响。</p>\n<p>2.在家庭调查的失业率中,因缺勤而没有收入的不会被计入失业人员,而在机构调查的新增就业人数中这部分计入了失业,这可以解释为何失业率没有明显上升。而且由于上班的小伙伴要分担更多缺勤者的工作,这也可能是导致时薪上涨的一个原因。</p>\n<p><strong>第二,大选前美债没人买了。</strong></p>\n<p>在下周大选期间总共有1250亿美债发行(11月5日发行580亿3y,11月6日发行420亿10y,11月7日发行250亿30y),回顾在2016年大选期间的美债发行需求都非常弱(10y和30y分别tail了1.6bp和1.3bp),不太有人愿意在大选不确定事件前买美债。</p>\n<p>此外,美债市场可能流动性也出现了问题。美联储逆回购使用量自 2021 年以来首次降至 1550 亿美元,一夜之间下跌了460亿美元。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/64e99df4-e759-49f3-91ec-2f8fe4380d6e.png\"/></p>\n<p>月末的SOFR飙升也说明了美元流动性正在出现紧张。9月的季末月底SOFR一度飙升至5.05%,超过了天花板IORB(4.9%)的15bp,而在刚过去的非季末月的10月底SOFR也飙升至4.9%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/1a912cf0-245a-4ecb-b1e6-8f5fdb286be3.png\"/></p>\n<p>另一个指标是swap spread(同期限的SOFR IRS 与美债收益率之间的差额)的大幅下跌,美债收益率比利率互换上行的更多,这说明随着美国财政赤字的不断扩大,银行的资产负债表容量已经难以承接所有的美国国债供应。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/fb6d475f-ba8d-4c31-94a3-d77a43ef8237.png\"/></p>\n<p>最重要的还是看大选结果,随着各周提前投票的结果陆续公布,目前哈里斯获胜的概率开始追上川普,周一早上开盘美元出现了明显回落。</p>\n<p>对于大选结果分情形来看:</p>\n<p>(1)如果特朗普胜+共和党控制两院,那美国财政赤字会进一步扩大,预计10Y美债收率可能会冲击4.5%,曲线会进一步走陡;</p>\n<p>(2)如果特朗普胜+分裂国会,很多政策落地的难度会很大,预计美债收益率会冲高回落;</p>\n<p>(3)如果哈里斯胜+分裂国会,市场前期对大选的恐慌定价会快速回落,考虑到目前大选前Trump溢价约有20bp,预计10Y美债收益率可能回到4.1%下方。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/51d05f2c-497b-42a5-91e5-c4847717b8b0.png\"/></p>\n<p><span>本文作者:方予琦,来源:早安汇市,原文标题:《非农大跌,为何美债收益率却大涨?》</span></p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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>非农大跌,为何美债收益率却大涨?</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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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非农大跌,为何美债收益率却大涨?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 13:36 北京时间 <a href=https://wallstreetcn.com/articles/3732795><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五美国公布了10月非农数据,1.2万人的新增就业令市场大跌眼镜。不过美元和美债收益率短暂下跌之后,很快全部反弹回来,10年期美债收益率飙升至4.38%,日内上行10bp。\n自9月18日美联储降息以来,10年期美债收益率已累计上涨 70 bp,这是历次降息周期以来都未出现的。\n\n究竟发生了什么?我觉得有两点原因可以解释:\n第一,非农其实并没有这么糟糕。\n这次市场对于非农差已经早有预期,因为两次飓风...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3732795\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/f4e2c3af-10a6-42d7-b85a-3ec4fc54181b.png","relate_stocks":{"GOVT":"iShares安硕核心美国国债ETF","TLT":"20+年以上美国国债ETF-iShares","BK4585":"ETF&股票定投概念","BND":"债券指数ETF-Vanguard美国","UTWY":"US Treasury 20 Year Bond ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","BK4588":"碎股","UFIV":"US Treasury 5 Year Note ETF","UTHY":"US Treasury 30 Year Bond ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","IEI":"iShares Barclays 3-7 Year Trea","USVN":"US TREASURY 7 YEAR NOTE ETF","UTRE":"US Treasury 3 Year Note ETF"},"source_url":"https://wallstreetcn.com/articles/3732795","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480323300","content_text":"周五美国公布了10月非农数据,1.2万人的新增就业令市场大跌眼镜。不过美元和美债收益率短暂下跌之后,很快全部反弹回来,10年期美债收益率飙升至4.38%,日内上行10bp。\n自9月18日美联储降息以来,10年期美债收益率已累计上涨 70 bp,这是历次降息周期以来都未出现的。\n\n究竟发生了什么?我觉得有两点原因可以解释:\n第一,非农其实并没有这么糟糕。\n这次市场对于非农差已经早有预期,因为两次飓风和波音公司的罢工,很多分析师在数据前甚至给出了负值的预测。约有10万是受到一次性原因导致的减少(有5.12万人因恶劣天气而无法工作,有4.14万人是受罢工影响)。\n符合预期的失业率4.1%+超预期的时薪0.4%+周三的ADP就业人数增加23.3万人,都说明美国的就业并不弱,增加了美国软着陆的预期,11月美联储大概率降息25bp。\n这里补充两个小知识:\n1. ADP和非农的采样方法不同。ADP是每周采样,即月内每周拿工资的人都会被计入就业人口;而非农只基于每月12日当周的工资单,只有在这一周收到工资的人才被视为就业人口。因此,ADP受到单周飓风的影响小,而10月非农的观察周刚好被飓风所影响。\n2.在家庭调查的失业率中,因缺勤而没有收入的不会被计入失业人员,而在机构调查的新增就业人数中这部分计入了失业,这可以解释为何失业率没有明显上升。而且由于上班的小伙伴要分担更多缺勤者的工作,这也可能是导致时薪上涨的一个原因。\n第二,大选前美债没人买了。\n在下周大选期间总共有1250亿美债发行(11月5日发行580亿3y,11月6日发行420亿10y,11月7日发行250亿30y),回顾在2016年大选期间的美债发行需求都非常弱(10y和30y分别tail了1.6bp和1.3bp),不太有人愿意在大选不确定事件前买美债。\n此外,美债市场可能流动性也出现了问题。美联储逆回购使用量自 2021 年以来首次降至 1550 亿美元,一夜之间下跌了460亿美元。\n\n月末的SOFR飙升也说明了美元流动性正在出现紧张。9月的季末月底SOFR一度飙升至5.05%,超过了天花板IORB(4.9%)的15bp,而在刚过去的非季末月的10月底SOFR也飙升至4.9%。\n\n另一个指标是swap spread(同期限的SOFR IRS 与美债收益率之间的差额)的大幅下跌,美债收益率比利率互换上行的更多,这说明随着美国财政赤字的不断扩大,银行的资产负债表容量已经难以承接所有的美国国债供应。\n\n最重要的还是看大选结果,随着各周提前投票的结果陆续公布,目前哈里斯获胜的概率开始追上川普,周一早上开盘美元出现了明显回落。\n对于大选结果分情形来看:\n(1)如果特朗普胜+共和党控制两院,那美国财政赤字会进一步扩大,预计10Y美债收率可能会冲击4.5%,曲线会进一步走陡;\n(2)如果特朗普胜+分裂国会,很多政策落地的难度会很大,预计美债收益率会冲高回落;\n(3)如果哈里斯胜+分裂国会,市场前期对大选的恐慌定价会快速回落,考虑到目前大选前Trump溢价约有20bp,预计10Y美债收益率可能回到4.1%下方。\n\n本文作者:方予琦,来源:早安汇市,原文标题:《非农大跌,为何美债收益率却大涨?》风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367703348445336,"gmtCreate":1730785782258,"gmtModify":1730786553760,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 这街边随机采访,差距有点大啊","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$ </a> 这街边随机采访,差距有点大啊","text":"$特朗普媒体科技集团(DJT)$ 这街边随机采访,差距有点大啊","images":[{"img":"https://static.tigerbbs.com/e2f4b739ebe3d98ac9d01d04b112f6ea","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367703348445336","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367342888050688,"gmtCreate":1730695907884,"gmtModify":1730695910514,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"这周数据好多[微笑]","listText":"这周数据好多[微笑]","text":"这周数据好多[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367342888050688","repostId":"1183333933","repostType":2,"repost":{"id":"1183333933","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":1730677601,"share":"https://www.laohu8.com/m/news/1183333933?lang=&edition=full","pubTime":"2024-11-04 07:46","market":"sh","language":"zh","title":"一周前瞻 | 重磅消息不断!美国大选结果周三出炉,美联储利率决议接踵而至","url":"https://stock-news.laohu8.com/highlight/detail?id=1183333933","media":"老虎资讯综合","summary":"北京时间周五凌晨,美联储将举行议息会议,将公布利率决议,市场一致预计美联储将降息25基点,将联邦基金利率水平下调至4.5%-4.75%区间。几乎所有分析师都认为,这份报告不会影响美联储本月降息25基点的预期。有经济学家表示,美联储决策者之间的主要争论点可能在于是否暂停降息。一位美联储观察人士表示,这最终将取决于美联储主席鲍威尔能否维持联储官员们对降息的共识。交易结束时间推迟30分钟至下午3点半。","content":"<html><head></head><body><h2 id=\"id_1180136951\">11月4日-11月10日当周重磅财经事件一览:</h2><ul style=\"\"><li><p><strong>经济数据:美联储将公布最新利率决议;</strong>美国公布10月PMI、至11月2日当周初请失业金人数;中国公布10月财新服务业PMI、进出口、外汇和通胀数据;欧元区公布9月PPI和9月零售销售数据</p></li><li><p><strong>财经事件:美国举行2024年总统大选;</strong>美联储主席鲍威尔召开货币政策新闻发布会;中国召开十四届全国人大常委会第十二次会议</p></li><li><p><strong>公司业绩:</strong> <a href=\"https://laohu8.com/S/QCOM\">高通</a> 、 <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>、 <a href=\"https://laohu8.com/S/SMCI\">超微电脑</a> 、 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings Ltd</a> 、 <a href=\"https://laohu8.com/S/00981\">中芯国际</a></p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e81ddd30f87a1d55714ad80cfe56975\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_1991753975\">2024年美国总统大选结果出炉,目前选情胶着</h2><p style=\"text-align: justify;\"><strong>2024年美国大选将于11月5日(周二)开启最终投票,预计北京时间6日中午可基本敲定大选结果。</strong></p><p style=\"text-align: justify;\">目前选情胶着,《福布斯》的一项民意调查结果显示,哈里斯仅以1%的微弱优势领先特朗普。博彩网站则“重注”特朗普,虽然近几天略有回撤。</p><p>分析认为,<strong>最终起决定作用的可能是少数几个摇摆州,而获胜者将能够重塑美国贸易政策——尤其是如果特朗普获胜,全球贸易形势可能会出现翻天覆地的变化。</strong></p><p style=\"text-align: justify;\">当前市场普遍认为,鉴于特朗普当前立场,其支持传统能源、基础设施建设等政策;而若哈里斯上台,则倾向于福利政策、大麻合法化、绿色能源及美国出口增长、住房支持等。</p><p style=\"text-align: justify;\">值得注意的是,市场观点认为,无论是特朗普还是哈里斯上任,都对加密货币、黄金利好。</p><h2 id=\"id_1501305205\">美联储将举行议息会议来袭,降息25个基点“板上钉钉”?</h2><p style=\"text-align: justify;\"><strong>北京时间周五凌晨,美联储将举行议息会议,将公布利率决议,市场一致预计美联储将降息25基点,将联邦基金利率水平下调至4.5%-4.75%区间。</strong></p><p style=\"text-align: justify;\">联邦基金期货市场的定价显示,市场几乎已经完全消化了25个基点的降息预期,<strong>预计降息25个基点的概率已达95.7%</strong>,本周公布的PCE通胀和非农数据预计将为美联储官员做出决议的重要参考。</p><p>有“新美联储通讯社”之称的华尔街日报记者Nick Timiraos表示,对于这份就业报告的分析可以“见仁见智”,大部分华尔街分析师则认为,数据不佳主要由于10月的两场飓风及波音罢工导致,但也有分析师担忧就业市场的确在恶化之中。<strong>几乎所有分析师都认为,这份报告不会影响美联储本月降息25基点的预期。</strong></p><p style=\"text-align: justify;\">有经济学家表示,美联储决策者之间的主要争论点可能在于是否暂停降息。一位美联储观察人士表示,这最终将取决于美联储主席鲍威尔能否维持联储官员们对降息的共识。</p><h2 id=\"id_3382063283\">超微电脑“暴雷”后首度公布业绩,热门芯片股放榜</h2><p style=\"text-align: justify;\">财报方面,<strong>近期深陷财务造假风波的</strong> <strong><a href=\"https://laohu8.com/S/SMCI\">超微电脑 </a></strong> <strong>将于美国当地时间11月5日盘后发布最新季度的财报。</strong></p><p style=\"text-align: justify;\">此前,超微电脑披露负责会计事务的安永会计师事务所(Ernst & Young) 辞职,因与其在治理和董事会独立性方面存在数月分歧,目前正在另觅新的独立注册会计师事务所合作。</p><p style=\"text-align: justify;\">天风国际分析师郭明錤对此分析称,从过往经验看,审计/会计辞任是很严重的事,该股迎停牌或退市的“最坏结果”的可能性越来越高。</p><p style=\"text-align: justify;\">此外,美股Q3财报季依然繁忙,本周放榜的美股公司包括热门芯片股<strong> </strong><a href=\"https://laohu8.com/S/QCOM.US\">高通 </a> <strong>、 </strong><a href=\"https://laohu8.com/S/ARM.US\">Arm Holdings </a> ,以及“减肥神药”司美格鲁肽的开发商 <a href=\"https://laohu8.com/S/NVO.US\">诺和诺德 </a> <strong>,</strong>港股方面则有国内芯片制造龙<strong>头 </strong><a href=\"https://laohu8.com/S/00981.HK\">中芯国际 </a> <strong>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a1440ee3b1729305dc42baef0bbbe72\" tg-width=\"2000\" tg-height=\"2000\"/></p><h2 id=\"id_3905148453\">北美地区开始实行冬令时,东京证交所将交易时间延长半小时</h2><p style=\"text-align: justify;\"><strong>北美地区开始实行冬令时,</strong>美国和加拿大金融市场交易时间(金银、美油、美股等)和经济数据公布时间将较夏令时延后一小时。</p><p style=\"text-align: justify;\"><strong>东京证券交易所将从11月5日起,把股票交易时间延长至总计5.5小时。交易结束时间推迟30分钟至下午3点半。</strong>这是东交所自1954年以来,时隔70年再次延长交易时间。此举将提高在系统故障发生后恢复交易的可能性,还旨在为海外投资者提供更加便于参与的环境。</p><p style=\"text-align: justify;\">变更后的交易时间为早盘当地时间的上午9点至11点半,午休1小时后,午盘为12点半至15点半。与海外主要市场的交易时间相比,总计5.5小时的交易时间与香港持平,但仍不及纽约的6.5小时和伦敦的8.5小时。</p><h2 id=\"id_1625642186\">中国公布10月进出口、外汇和通胀数据,以及10月社融、新增人民币贷款等金融数据</h2><p style=\"text-align: justify;\"><strong>周四(11月7日),中国海关总署公布中国10月进出口数据,中国人民银行公布10月外汇储备数据。</strong></p><p>国盛宏观认为,当前全球制造商对经济风险的担忧有所上升,订单、生产有所收缩,预计Q4外需仍趋放缓;Q4我国PPI预计低位震荡,价格对出口难有额外拉动;此外,基数提升也将拖累出口读数,<strong>Q4出口大概率小幅回落。</strong>2025年我国出口具有较大不确定性等。</p><p style=\"text-align: justify;\"><strong>周六(11月9日),国家统计局公布10月CPI和PPI数据。</strong></p><p>中金固收耿安琪、范阳阳等认为,就四季度来看,PPI方面,在新一轮宏观增量政策出台背景下,市场对宏观经济预期有所改善,工业品价格也有所反弹,不过考虑房地产复苏仍然偏慢,我们预计工业品价格反弹空间或相对有限。</p><p>CPI方面,刺激政策传递到居民端仍需要较长时间,短期居民收入不足或将继续拖累核心通胀,而食品价格或对通胀的支撑可能逐步减弱,我们预计消费端价格或将保持低位。</p><p><strong>11月9日-15日期间,中国将不定时公布10月社融、新增人民币贷款等金融数据。</strong></p><p style=\"text-align: justify;\">上月公布的数据显示,中国9月新增社融3.76万亿元,新增人民币贷款1.59万亿元,股市回升带动M2增速回升至6.8%,M1-M2增速负剪刀差有所扩大。</p></body></html>","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>一周前瞻 | 重磅消息不断!美国大选结果周三出炉,美联储利率决议接踵而至</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{ 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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一周前瞻 | 重磅消息不断!美国大选结果周三出炉,美联储利率决议接踵而至\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\">2024-11-04 07:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1180136951\">11月4日-11月10日当周重磅财经事件一览:</h2><ul style=\"\"><li><p><strong>经济数据:美联储将公布最新利率决议;</strong>美国公布10月PMI、至11月2日当周初请失业金人数;中国公布10月财新服务业PMI、进出口、外汇和通胀数据;欧元区公布9月PPI和9月零售销售数据</p></li><li><p><strong>财经事件:美国举行2024年总统大选;</strong>美联储主席鲍威尔召开货币政策新闻发布会;中国召开十四届全国人大常委会第十二次会议</p></li><li><p><strong>公司业绩:</strong> <a href=\"https://laohu8.com/S/QCOM\">高通</a> 、 <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>、 <a href=\"https://laohu8.com/S/SMCI\">超微电脑</a> 、 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings Ltd</a> 、 <a href=\"https://laohu8.com/S/00981\">中芯国际</a></p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e81ddd30f87a1d55714ad80cfe56975\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_1991753975\">2024年美国总统大选结果出炉,目前选情胶着</h2><p style=\"text-align: justify;\"><strong>2024年美国大选将于11月5日(周二)开启最终投票,预计北京时间6日中午可基本敲定大选结果。</strong></p><p style=\"text-align: justify;\">目前选情胶着,《福布斯》的一项民意调查结果显示,哈里斯仅以1%的微弱优势领先特朗普。博彩网站则“重注”特朗普,虽然近几天略有回撤。</p><p>分析认为,<strong>最终起决定作用的可能是少数几个摇摆州,而获胜者将能够重塑美国贸易政策——尤其是如果特朗普获胜,全球贸易形势可能会出现翻天覆地的变化。</strong></p><p style=\"text-align: justify;\">当前市场普遍认为,鉴于特朗普当前立场,其支持传统能源、基础设施建设等政策;而若哈里斯上台,则倾向于福利政策、大麻合法化、绿色能源及美国出口增长、住房支持等。</p><p style=\"text-align: justify;\">值得注意的是,市场观点认为,无论是特朗普还是哈里斯上任,都对加密货币、黄金利好。</p><h2 id=\"id_1501305205\">美联储将举行议息会议来袭,降息25个基点“板上钉钉”?</h2><p style=\"text-align: justify;\"><strong>北京时间周五凌晨,美联储将举行议息会议,将公布利率决议,市场一致预计美联储将降息25基点,将联邦基金利率水平下调至4.5%-4.75%区间。</strong></p><p style=\"text-align: justify;\">联邦基金期货市场的定价显示,市场几乎已经完全消化了25个基点的降息预期,<strong>预计降息25个基点的概率已达95.7%</strong>,本周公布的PCE通胀和非农数据预计将为美联储官员做出决议的重要参考。</p><p>有“新美联储通讯社”之称的华尔街日报记者Nick Timiraos表示,对于这份就业报告的分析可以“见仁见智”,大部分华尔街分析师则认为,数据不佳主要由于10月的两场飓风及波音罢工导致,但也有分析师担忧就业市场的确在恶化之中。<strong>几乎所有分析师都认为,这份报告不会影响美联储本月降息25基点的预期。</strong></p><p style=\"text-align: justify;\">有经济学家表示,美联储决策者之间的主要争论点可能在于是否暂停降息。一位美联储观察人士表示,这最终将取决于美联储主席鲍威尔能否维持联储官员们对降息的共识。</p><h2 id=\"id_3382063283\">超微电脑“暴雷”后首度公布业绩,热门芯片股放榜</h2><p style=\"text-align: justify;\">财报方面,<strong>近期深陷财务造假风波的</strong> <strong><a href=\"https://laohu8.com/S/SMCI\">超微电脑 </a></strong> <strong>将于美国当地时间11月5日盘后发布最新季度的财报。</strong></p><p style=\"text-align: justify;\">此前,超微电脑披露负责会计事务的安永会计师事务所(Ernst & Young) 辞职,因与其在治理和董事会独立性方面存在数月分歧,目前正在另觅新的独立注册会计师事务所合作。</p><p style=\"text-align: justify;\">天风国际分析师郭明錤对此分析称,从过往经验看,审计/会计辞任是很严重的事,该股迎停牌或退市的“最坏结果”的可能性越来越高。</p><p style=\"text-align: justify;\">此外,美股Q3财报季依然繁忙,本周放榜的美股公司包括热门芯片股<strong> </strong><a href=\"https://laohu8.com/S/QCOM.US\">高通 </a> <strong>、 </strong><a href=\"https://laohu8.com/S/ARM.US\">Arm Holdings </a> ,以及“减肥神药”司美格鲁肽的开发商 <a href=\"https://laohu8.com/S/NVO.US\">诺和诺德 </a> <strong>,</strong>港股方面则有国内芯片制造龙<strong>头 </strong><a href=\"https://laohu8.com/S/00981.HK\">中芯国际 </a> <strong>。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a1440ee3b1729305dc42baef0bbbe72\" tg-width=\"2000\" tg-height=\"2000\"/></p><h2 id=\"id_3905148453\">北美地区开始实行冬令时,东京证交所将交易时间延长半小时</h2><p style=\"text-align: justify;\"><strong>北美地区开始实行冬令时,</strong>美国和加拿大金融市场交易时间(金银、美油、美股等)和经济数据公布时间将较夏令时延后一小时。</p><p style=\"text-align: justify;\"><strong>东京证券交易所将从11月5日起,把股票交易时间延长至总计5.5小时。交易结束时间推迟30分钟至下午3点半。</strong>这是东交所自1954年以来,时隔70年再次延长交易时间。此举将提高在系统故障发生后恢复交易的可能性,还旨在为海外投资者提供更加便于参与的环境。</p><p style=\"text-align: justify;\">变更后的交易时间为早盘当地时间的上午9点至11点半,午休1小时后,午盘为12点半至15点半。与海外主要市场的交易时间相比,总计5.5小时的交易时间与香港持平,但仍不及纽约的6.5小时和伦敦的8.5小时。</p><h2 id=\"id_1625642186\">中国公布10月进出口、外汇和通胀数据,以及10月社融、新增人民币贷款等金融数据</h2><p style=\"text-align: justify;\"><strong>周四(11月7日),中国海关总署公布中国10月进出口数据,中国人民银行公布10月外汇储备数据。</strong></p><p>国盛宏观认为,当前全球制造商对经济风险的担忧有所上升,订单、生产有所收缩,预计Q4外需仍趋放缓;Q4我国PPI预计低位震荡,价格对出口难有额外拉动;此外,基数提升也将拖累出口读数,<strong>Q4出口大概率小幅回落。</strong>2025年我国出口具有较大不确定性等。</p><p style=\"text-align: justify;\"><strong>周六(11月9日),国家统计局公布10月CPI和PPI数据。</strong></p><p>中金固收耿安琪、范阳阳等认为,就四季度来看,PPI方面,在新一轮宏观增量政策出台背景下,市场对宏观经济预期有所改善,工业品价格也有所反弹,不过考虑房地产复苏仍然偏慢,我们预计工业品价格反弹空间或相对有限。</p><p>CPI方面,刺激政策传递到居民端仍需要较长时间,短期居民收入不足或将继续拖累核心通胀,而食品价格或对通胀的支撑可能逐步减弱,我们预计消费端价格或将保持低位。</p><p><strong>11月9日-15日期间,中国将不定时公布10月社融、新增人民币贷款等金融数据。</strong></p><p style=\"text-align: justify;\">上月公布的数据显示,中国9月新增社融3.76万亿元,新增人民币贷款1.59万亿元,股市回升带动M2增速回升至6.8%,M1-M2增速负剪刀差有所扩大。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","HSI":"恒生指数","000001.SH":"上证指数",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183333933","content_text":"11月4日-11月10日当周重磅财经事件一览:经济数据:美联储将公布最新利率决议;美国公布10月PMI、至11月2日当周初请失业金人数;中国公布10月财新服务业PMI、进出口、外汇和通胀数据;欧元区公布9月PPI和9月零售销售数据财经事件:美国举行2024年总统大选;美联储主席鲍威尔召开货币政策新闻发布会;中国召开十四届全国人大常委会第十二次会议公司业绩: 高通 、 Palantir Technologies Inc.、 超微电脑 、 ARM Holdings Ltd 、 中芯国际2024年美国总统大选结果出炉,目前选情胶着2024年美国大选将于11月5日(周二)开启最终投票,预计北京时间6日中午可基本敲定大选结果。目前选情胶着,《福布斯》的一项民意调查结果显示,哈里斯仅以1%的微弱优势领先特朗普。博彩网站则“重注”特朗普,虽然近几天略有回撤。分析认为,最终起决定作用的可能是少数几个摇摆州,而获胜者将能够重塑美国贸易政策——尤其是如果特朗普获胜,全球贸易形势可能会出现翻天覆地的变化。当前市场普遍认为,鉴于特朗普当前立场,其支持传统能源、基础设施建设等政策;而若哈里斯上台,则倾向于福利政策、大麻合法化、绿色能源及美国出口增长、住房支持等。值得注意的是,市场观点认为,无论是特朗普还是哈里斯上任,都对加密货币、黄金利好。美联储将举行议息会议来袭,降息25个基点“板上钉钉”?北京时间周五凌晨,美联储将举行议息会议,将公布利率决议,市场一致预计美联储将降息25基点,将联邦基金利率水平下调至4.5%-4.75%区间。联邦基金期货市场的定价显示,市场几乎已经完全消化了25个基点的降息预期,预计降息25个基点的概率已达95.7%,本周公布的PCE通胀和非农数据预计将为美联储官员做出决议的重要参考。有“新美联储通讯社”之称的华尔街日报记者Nick Timiraos表示,对于这份就业报告的分析可以“见仁见智”,大部分华尔街分析师则认为,数据不佳主要由于10月的两场飓风及波音罢工导致,但也有分析师担忧就业市场的确在恶化之中。几乎所有分析师都认为,这份报告不会影响美联储本月降息25基点的预期。有经济学家表示,美联储决策者之间的主要争论点可能在于是否暂停降息。一位美联储观察人士表示,这最终将取决于美联储主席鲍威尔能否维持联储官员们对降息的共识。超微电脑“暴雷”后首度公布业绩,热门芯片股放榜财报方面,近期深陷财务造假风波的 超微电脑 将于美国当地时间11月5日盘后发布最新季度的财报。此前,超微电脑披露负责会计事务的安永会计师事务所(Ernst & Young) 辞职,因与其在治理和董事会独立性方面存在数月分歧,目前正在另觅新的独立注册会计师事务所合作。天风国际分析师郭明錤对此分析称,从过往经验看,审计/会计辞任是很严重的事,该股迎停牌或退市的“最坏结果”的可能性越来越高。此外,美股Q3财报季依然繁忙,本周放榜的美股公司包括热门芯片股 高通 、 Arm Holdings ,以及“减肥神药”司美格鲁肽的开发商 诺和诺德 ,港股方面则有国内芯片制造龙头 中芯国际 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这街边随机采访,差距有点大啊","images":[{"img":"https://static.tigerbbs.com/e2f4b739ebe3d98ac9d01d04b112f6ea","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367703348445336","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369711618330816,"gmtCreate":1731299202719,"gmtModify":1731301621775,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 英国某养老金基金已正式将3%的资产配置至比特币","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> 英国某养老金基金已正式将3%的资产配置至比特币","text":"$Coinbase Global, Inc.(COIN)$ 英国某养老金基金已正式将3%的资产配置至比特币","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369711618330816","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359073969275176,"gmtCreate":1728705027254,"gmtModify":1728705030584,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"在过去一个月,10年期美国国债收益率上涨了40个基点以上,标普500指数顶着美债收益率上行的重压上涨了约3%,这是自2022年4月以来从未见过的反弹壮举——即10年期美债收益率与美股趋同,通常来说美股上行期间美债收益率下行或者横盘震荡。","listText":"在过去一个月,10年期美国国债收益率上涨了40个基点以上,标普500指数顶着美债收益率上行的重压上涨了约3%,这是自2022年4月以来从未见过的反弹壮举——即10年期美债收益率与美股趋同,通常来说美股上行期间美债收益率下行或者横盘震荡。","text":"在过去一个月,10年期美国国债收益率上涨了40个基点以上,标普500指数顶着美债收益率上行的重压上涨了约3%,这是自2022年4月以来从未见过的反弹壮举——即10年期美债收益率与美股趋同,通常来说美股上行期间美债收益率下行或者横盘震荡。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359073969275176","repostId":"2474074850","repostType":2,"repost":{"id":"2474074850","kind":"news","pubTimestamp":1728700740,"share":"https://www.laohu8.com/m/news/2474074850?lang=&edition=full","pubTime":"2024-10-12 10:39","market":"us","language":"zh","title":"标普500今年第45次创下新高,但有一股势力押注大跌将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2474074850","media":"智通财经网","summary":"周四公布的数据显示,消费者通胀高于预期,上周美国就业报告井喷,导致交易员解除对2024年继续降息50个基点的押注力度。除了美国大选以及美联储货币政策,财报季也是市场面临的下一个重大考验,标普500指数的整体市盈率已升至2021年以来的最高水平。虽然华尔街分析师们预计第三季度整体利润将增长4%,为一年来最低增速,但投资者仍非常关注财报,尤其是在标普500指数占据高权重的美股七大科技巨头的财报。","content":"<html><head></head><body><p>现在拍下一张关于美国金融市场的快照,呈现出一幅无比健康的画面:股市不断创下历史新高,公司债券价格没有出现令人担忧的迹象,大宗商品在全球经济乐观情绪的推动下保持活跃交易。但如果有专注于市场的“导演”深入市场进行探究,前景很快就会变得模糊。除了所有外在的乐观看涨情绪外,波动性衡量指标趋于扩张在几乎所有资产类别中都是一个同样重要的话题。</p><p>比如,在此前8月和9月市场形势急转直下,变得对股债等交易不利时,华尔街交易员们措手不及,纷纷涌入对冲市场——推动对冲成本以及波动性衡量指数几乎与市场本身一样快地上涨。</p><p>而如今美股屡创新高之际,这种对冲热潮却正在各种资产上创造出不同寻常的轮廓。在其中一个例子中,美国股票和国债市场的波动性衡量指数刚刚限制了今年股债市场两次较大规模的周涨幅。上涨使得两个市场的波动性恐惧指标都达到了20多年来的最高水平——尤其是与<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创下历史新高的其他时期相比,意味着交易员们对于接下来股债行情的相对谨慎立场,并且推动一些交易员采取对冲措施应对可能即将来临的下跌。</p><p>总而言之,由于下个月的美国总统大选、美联储政策轨迹因经济数据而产生不确定性以及最近的金融市场创伤令交易员们愈发谨慎,华尔街一些投资机构对于后市股债等市场行情的担忧情绪仍然高涨。</p><p>来自加拿大皇家银行资本市场(RBC Capital Markets)的衍生品策略主管艾米·吴·西尔弗曼表示:“不得不说一些低概率、非常糟糕的事件发生的可能性在升高。”“8 月份 VIX指数因日元平仓风波而猛烈飙升后,美国股票市场已经恢复正常并创下新高。然而,潜在的担忧情绪仍然居高不下。”</p><p>虽然包括股债在内的跨资产价格在投资者们近期焦虑时经常出现上涨,但现在的情况尤其极端,看涨和看跌的情绪都同样非常明显,基本上各自占比50%。美股基准指数——标普500指数已连续五周上涨,在过去九周中的八周以周涨幅收尾,尤其是在<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和<a href=\"https://laohu8.com/S/WFC\">富国银行</a>开启美股新一轮财报季,且它们的业绩均超过市场预期后,标普500指数在周五收于今年第45个历史新高,盘中则达到历史最高点位5822.13。在债券市场,美国投资级债券利差则创下三年多来最小幅度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a71942685b79b9ec036cca0d0c1dd5\" tg-width=\"1116\" tg-height=\"536\"/></p><p>罕见的走势图:美股牛市期间,VIX指数也在上行</p><p>然而,由于8月初和9月全球金融市场暴跌的阴影难以消除,衡量投资者们紧张程度的指标正显示出谨慎的读数,这在股票市场的牛市时期是非常罕见的。</p><p>统计数据显示,自本月初以来,股票市场恐慌指标——<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>波动率指数(即VIX指数)和美债市场恐慌指标——<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>美国银行MOVE指数( ICE BofA MOVE)均大幅上涨。美国银行 ($Bank of America Corp(BAC-N)$.) 编制的全球跨资产风险指标达到了今年的第二高水平,仅次于8月初市场抛售的规模,那次抛售在几天内抹去了全球股票价值数万亿美元。该指标追踪全球股票、利率、货币和大宗商品市场的压力,并衡量期权所隐含的未来价格波动。</p><p>换句话说,虽然现在美国股债市场一片平静,但过去的冲击效应以及充满不确定的未来前景正在严重影响投资者们的情绪,并且已经有一批资金在为美股市场下跌做好充足的准备工作。</p><p>对夏季混乱感到震惊的交易员们正在应对陷入僵局的美国总统竞选、中东局部战争以及仍在扩张的美国经济,然而美国经济能否成功“软着陆”继续引发市场疑虑,比如本周的失业金申请数据近几周以来首次高于预期。</p><p>与此同时,越来越多投资者认为,美联储主席鲍威尔领导的美联储可能不太倾向于立即为美国经济注入新的活力。周四公布的数据显示,消费者通胀高于预期,上周美国就业报告井喷,导致交易员解除对2024年继续降息50个基点的押注力度。今年具有FOMC投票权的亚特兰大联储主席拉斐尔·博斯蒂克甚至表示,他愿意在下个月跳过另一次降息。</p><p>“市场上几乎有一种不信任感,”Academy Securities宏观策略主管彼得·奇尔表示。“隔夜市场发生了一些大动作。投资者确实存在很多担忧,但股市总体上呈上升趋势。我们在此期间也经历了几次快速下跌。”</p><p>“空军们”摩拳擦掌,欲卷土重来</p><p>在投资者连续五个月推动同步上涨之后,债券和股票的“空军们”——即空头头寸也有正在重建的明显迹象。根据IHS Markit的数据,看跌SPDR S&P 500 ETF Trust的(即<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>)赌注已达到其已发行股票规模的2.4%,高于本月初的四年低点1.6%。同样,<a href=\"https://laohu8.com/S/EEMA\">iShares</a> 20+ 年期美国国债 ETF 的空头比率在8月份曾经创下 15个月以来的新低,但目前已升至 1% 以上。</p><p>期权市场统计数据显示,在美股持续牛市行情之际,投资者们对美国股市大跌的对冲保护需求却愈发旺盛,尾部风险对冲措施达到过去两年罕见的水平。追踪债券市场波动性的MOVE指数飙升至1月以来的最高水平,而原油市场的类似指标则飙升至两年未见的水平。自8月以来,iShares iBoxx 投资级公司债券ETF的隐含波动率相对于实际价格波动有所上升,这是交易员为损失保险买单的最新迹象。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65a369c2a4acaf3d8cf2af8d41da81a1\" tg-width=\"1200\" tg-height=\"675\"/></p><p>在过去一个月,10年期美国国债收益率上涨了40个基点以上,标普500指数顶着美债收益率上行的重压上涨了约3%,这是自2022年4月以来从未见过的反弹壮举——即10年期美债收益率与美股趋同,通常来说美股上行期间美债收益率下行或者横盘震荡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ea6a9dac3b5dd90e2be89cc7d09471c\" tg-width=\"1200\" tg-height=\"675\"/></p><p>来自哥伦比亚Columbia Threadneedle Investments的投资组合经理埃里卡·马斯迈耶表示:“尽管存在一些宏观和微观层面的风险,但市场一直非常强劲。”“随着我们接近选举最高峰期和下一次美联储利率决定,看到回调我们不会感到惊讶。”</p><p>除了美国大选以及美联储货币政策,财报季也是市场面临的下一个重大考验,标普500指数的整体市盈率已升至2021年以来的最高水平。虽然华尔街分析师们预计第三季度整体利润将增长4%,为一年来最低增速,但投资者仍非常关注财报,尤其是在标普500指数占据高权重的美股七大科技巨头的财报。Bloomberg Intelligence编制的数据显示,华尔街分析师们普遍预计明年标普500成分公司整体利润增幅将加快,有望将加速至14%。</p><p>“投资者表现出了极度的乐观情绪,虽然估值非常高。”来自JonesTrading的首席市场策略师迈克尔·奥罗克表示。“经济数据强劲,而且美联储FOMC上一个月激进的宽松立场助长了投资者们的过度自信。”</p></body></html>","source":"highlight_zhitongcaijin","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>标普500今年第45次创下新高,但有一股势力押注大跌将至</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n标普500今年第45次创下新高,但有一股势力押注大跌将至\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-12 10:39 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1193011.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>现在拍下一张关于美国金融市场的快照,呈现出一幅无比健康的画面:股市不断创下历史新高,公司债券价格没有出现令人担忧的迹象,大宗商品在全球经济乐观情绪的推动下保持活跃交易。但如果有专注于市场的“导演”深入市场进行探究,前景很快就会变得模糊。除了所有外在的乐观看涨情绪外,波动性衡量指标趋于扩张在几乎所有资产类别中都是一个同样重要的话题。比如,在此前8月和9月市场形势急转直下,变得对股债等交易不利时,...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1193011.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/27e006312f0bf9d82aabac1d9dfa3a1c","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/1193011.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2474074850","content_text":"现在拍下一张关于美国金融市场的快照,呈现出一幅无比健康的画面:股市不断创下历史新高,公司债券价格没有出现令人担忧的迹象,大宗商品在全球经济乐观情绪的推动下保持活跃交易。但如果有专注于市场的“导演”深入市场进行探究,前景很快就会变得模糊。除了所有外在的乐观看涨情绪外,波动性衡量指标趋于扩张在几乎所有资产类别中都是一个同样重要的话题。比如,在此前8月和9月市场形势急转直下,变得对股债等交易不利时,华尔街交易员们措手不及,纷纷涌入对冲市场——推动对冲成本以及波动性衡量指数几乎与市场本身一样快地上涨。而如今美股屡创新高之际,这种对冲热潮却正在各种资产上创造出不同寻常的轮廓。在其中一个例子中,美国股票和国债市场的波动性衡量指数刚刚限制了今年股债市场两次较大规模的周涨幅。上涨使得两个市场的波动性恐惧指标都达到了20多年来的最高水平——尤其是与标普500指数创下历史新高的其他时期相比,意味着交易员们对于接下来股债行情的相对谨慎立场,并且推动一些交易员采取对冲措施应对可能即将来临的下跌。总而言之,由于下个月的美国总统大选、美联储政策轨迹因经济数据而产生不确定性以及最近的金融市场创伤令交易员们愈发谨慎,华尔街一些投资机构对于后市股债等市场行情的担忧情绪仍然高涨。来自加拿大皇家银行资本市场(RBC Capital Markets)的衍生品策略主管艾米·吴·西尔弗曼表示:“不得不说一些低概率、非常糟糕的事件发生的可能性在升高。”“8 月份 VIX指数因日元平仓风波而猛烈飙升后,美国股票市场已经恢复正常并创下新高。然而,潜在的担忧情绪仍然居高不下。”虽然包括股债在内的跨资产价格在投资者们近期焦虑时经常出现上涨,但现在的情况尤其极端,看涨和看跌的情绪都同样非常明显,基本上各自占比50%。美股基准指数——标普500指数已连续五周上涨,在过去九周中的八周以周涨幅收尾,尤其是在摩根大通和富国银行开启美股新一轮财报季,且它们的业绩均超过市场预期后,标普500指数在周五收于今年第45个历史新高,盘中则达到历史最高点位5822.13。在债券市场,美国投资级债券利差则创下三年多来最小幅度。罕见的走势图:美股牛市期间,VIX指数也在上行然而,由于8月初和9月全球金融市场暴跌的阴影难以消除,衡量投资者们紧张程度的指标正显示出谨慎的读数,这在股票市场的牛市时期是非常罕见的。统计数据显示,自本月初以来,股票市场恐慌指标——芝加哥期权交易所波动率指数(即VIX指数)和美债市场恐慌指标——洲际交易所美国银行MOVE指数( ICE BofA MOVE)均大幅上涨。美国银行 ($Bank of America Corp(BAC-N)$.) 编制的全球跨资产风险指标达到了今年的第二高水平,仅次于8月初市场抛售的规模,那次抛售在几天内抹去了全球股票价值数万亿美元。该指标追踪全球股票、利率、货币和大宗商品市场的压力,并衡量期权所隐含的未来价格波动。换句话说,虽然现在美国股债市场一片平静,但过去的冲击效应以及充满不确定的未来前景正在严重影响投资者们的情绪,并且已经有一批资金在为美股市场下跌做好充足的准备工作。对夏季混乱感到震惊的交易员们正在应对陷入僵局的美国总统竞选、中东局部战争以及仍在扩张的美国经济,然而美国经济能否成功“软着陆”继续引发市场疑虑,比如本周的失业金申请数据近几周以来首次高于预期。与此同时,越来越多投资者认为,美联储主席鲍威尔领导的美联储可能不太倾向于立即为美国经济注入新的活力。周四公布的数据显示,消费者通胀高于预期,上周美国就业报告井喷,导致交易员解除对2024年继续降息50个基点的押注力度。今年具有FOMC投票权的亚特兰大联储主席拉斐尔·博斯蒂克甚至表示,他愿意在下个月跳过另一次降息。“市场上几乎有一种不信任感,”Academy Securities宏观策略主管彼得·奇尔表示。“隔夜市场发生了一些大动作。投资者确实存在很多担忧,但股市总体上呈上升趋势。我们在此期间也经历了几次快速下跌。”“空军们”摩拳擦掌,欲卷土重来在投资者连续五个月推动同步上涨之后,债券和股票的“空军们”——即空头头寸也有正在重建的明显迹象。根据IHS Markit的数据,看跌SPDR S&P 500 ETF Trust的(即标普500指数ETF)赌注已达到其已发行股票规模的2.4%,高于本月初的四年低点1.6%。同样,iShares 20+ 年期美国国债 ETF 的空头比率在8月份曾经创下 15个月以来的新低,但目前已升至 1% 以上。期权市场统计数据显示,在美股持续牛市行情之际,投资者们对美国股市大跌的对冲保护需求却愈发旺盛,尾部风险对冲措施达到过去两年罕见的水平。追踪债券市场波动性的MOVE指数飙升至1月以来的最高水平,而原油市场的类似指标则飙升至两年未见的水平。自8月以来,iShares iBoxx 投资级公司债券ETF的隐含波动率相对于实际价格波动有所上升,这是交易员为损失保险买单的最新迹象。在过去一个月,10年期美国国债收益率上涨了40个基点以上,标普500指数顶着美债收益率上行的重压上涨了约3%,这是自2022年4月以来从未见过的反弹壮举——即10年期美债收益率与美股趋同,通常来说美股上行期间美债收益率下行或者横盘震荡。来自哥伦比亚Columbia Threadneedle Investments的投资组合经理埃里卡·马斯迈耶表示:“尽管存在一些宏观和微观层面的风险,但市场一直非常强劲。”“随着我们接近选举最高峰期和下一次美联储利率决定,看到回调我们不会感到惊讶。”除了美国大选以及美联储货币政策,财报季也是市场面临的下一个重大考验,标普500指数的整体市盈率已升至2021年以来的最高水平。虽然华尔街分析师们预计第三季度整体利润将增长4%,为一年来最低增速,但投资者仍非常关注财报,尤其是在标普500指数占据高权重的美股七大科技巨头的财报。Bloomberg Intelligence编制的数据显示,华尔街分析师们普遍预计明年标普500成分公司整体利润增幅将加快,有望将加速至14%。“投资者表现出了极度的乐观情绪,虽然估值非常高。”来自JonesTrading的首席市场策略师迈克尔·奥罗克表示。“经济数据强劲,而且美联储FOMC上一个月激进的宽松立场助长了投资者们的过度自信。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365777458049264,"gmtCreate":1730301561831,"gmtModify":1730301563801,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"这票我把握不住,怕站在山顶","listText":"这票我把握不住,怕站在山顶","text":"这票我把握不住,怕站在山顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365777458049264","repostId":"1107448511","repostType":2,"repost":{"id":"1107448511","kind":"news","pubTimestamp":1730299285,"share":"https://www.laohu8.com/m/news/1107448511?lang=&edition=full","pubTime":"2024-10-30 22:41","market":"us","language":"zh","title":"花旗:若特朗普胜选,美股大涨之时乃“获利了结”良机","url":"https://stock-news.laohu8.com/highlight/detail?id=1107448511","media":"智通财经网","summary":"共和党的大获全胜将是短期卖出的重磅信号。","content":"<html><head></head><body><p>周三,连日大涨的特朗普媒体科技集团出现回调,截至发稿跌幅超10%。按照博彩市场的押注情况,在下周的美国大选中,有着“懂王”称号的特朗普很可能取得最终胜利,美国股市可能会因此上涨,但花旗集团的策略团队认为,<strong>共和党的大获全胜将是短期卖出美股的重磅信号。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/505b32ef49f52ff99c2718b32b702186\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">特朗普的胜利被大部分分析人士视为美国股市的好消息,因为他降低公司税的提议可能会使公司盈利持续增长。然而,花旗集团的策略团队认为,推动美股基准指数——标普500指数连续六个月实现上涨的“近乎极度乐观的情绪”使得美股步入回调的时机愈发成熟。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e0088c71ecf1404a232796826c97840\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: justify;\">但是花旗团队对于美股后市并不悲观,并强调看好美股经历回调时期后的反弹步伐。花旗策略师斯科特·克罗内特领衔的团队在10月29日的一份报告中写道:“鉴于特朗普+红色席卷国会情景中所预期的任何根本不确定性,我们倾向于对美国总统选举后的任何反弹持乐观态度。”</p><p style=\"text-align: justify;\">推动美股基准指数创下历史新高的驱动力主要来自经济增长和企业盈利预期,最近博彩市场转向支持特朗普全面获胜无疑对于经济增长以及企业盈利提供重大支持。副总统卡玛拉·哈里斯可能提高税收的政策被认为对股市相对更为悲观。大多数主要民意调查显示,两位总统候选人的支持率不相上下,但博彩市场对于特朗普胜选的押注已达到极端水平。</p><p style=\"text-align: justify;\">对美国股市最乐观的预测是共和党大获全胜——即特朗普总统大选中获胜,同时特朗普所在的共和党获得参议院和众议院的多数席位。来自加拿大皇家银行的分析师们曾表示,共和党大获全胜将大幅利好美国股市,其中能源和金融板块将受益最大,而民主党大获全胜可能对美国股市产生短期利空。华尔街策略师们普遍认为,特朗普获胜可能将导致关税上调、税收下调,这将有利于美国股市大幅跑赢欧洲股市。</p><p style=\"text-align: justify;\">然而,花旗策略师克罗内特领导的策略师团队认为,两位候选人的政策倾向对公平基本原则都是逐渐消极态势的。花旗策略团队表示,标普500指数在目前的水平上看起来已经“完全估值”。但是相比于多数华尔街同行对于哈里斯胜选后展望美股的悲观或谨慎态度,花旗策略师们则对于哈里斯胜选后美股后市并不悲观,并且强调,哈里斯获胜以及美国国会步入分裂状态导致的任何抛售都将创造逢低买入良机。</p></body></html>","source":"highlight_zhitongcaijin","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花旗:若特朗普胜选,美股大涨之时乃“获利了结”良机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 22:41 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1204291.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三,连日大涨的特朗普媒体科技集团出现回调,截至发稿跌幅超10%。按照博彩市场的押注情况,在下周的美国大选中,有着“懂王”称号的特朗普很可能取得最终胜利,美国股市可能会因此上涨,但花旗集团的策略团队认为,共和党的大获全胜将是短期卖出美股的重磅信号。特朗普的胜利被大部分分析人士视为美国股市的好消息,因为他降低公司税的提议可能会使公司盈利持续增长。然而,花旗集团的策略团队认为,推动美股基准指数——...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1204291.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/d16881d1099e6aadaaa8ecc71677d262","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"https://www.zhitongcaijing.com/content/detail/1204291.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1107448511","content_text":"周三,连日大涨的特朗普媒体科技集团出现回调,截至发稿跌幅超10%。按照博彩市场的押注情况,在下周的美国大选中,有着“懂王”称号的特朗普很可能取得最终胜利,美国股市可能会因此上涨,但花旗集团的策略团队认为,共和党的大获全胜将是短期卖出美股的重磅信号。特朗普的胜利被大部分分析人士视为美国股市的好消息,因为他降低公司税的提议可能会使公司盈利持续增长。然而,花旗集团的策略团队认为,推动美股基准指数——标普500指数连续六个月实现上涨的“近乎极度乐观的情绪”使得美股步入回调的时机愈发成熟。但是花旗团队对于美股后市并不悲观,并强调看好美股经历回调时期后的反弹步伐。花旗策略师斯科特·克罗内特领衔的团队在10月29日的一份报告中写道:“鉴于特朗普+红色席卷国会情景中所预期的任何根本不确定性,我们倾向于对美国总统选举后的任何反弹持乐观态度。”推动美股基准指数创下历史新高的驱动力主要来自经济增长和企业盈利预期,最近博彩市场转向支持特朗普全面获胜无疑对于经济增长以及企业盈利提供重大支持。副总统卡玛拉·哈里斯可能提高税收的政策被认为对股市相对更为悲观。大多数主要民意调查显示,两位总统候选人的支持率不相上下,但博彩市场对于特朗普胜选的押注已达到极端水平。对美国股市最乐观的预测是共和党大获全胜——即特朗普总统大选中获胜,同时特朗普所在的共和党获得参议院和众议院的多数席位。来自加拿大皇家银行的分析师们曾表示,共和党大获全胜将大幅利好美国股市,其中能源和金融板块将受益最大,而民主党大获全胜可能对美国股市产生短期利空。华尔街策略师们普遍认为,特朗普获胜可能将导致关税上调、税收下调,这将有利于美国股市大幅跑赢欧洲股市。然而,花旗策略师克罗内特领导的策略师团队认为,两位候选人的政策倾向对公平基本原则都是逐渐消极态势的。花旗策略团队表示,标普500指数在目前的水平上看起来已经“完全估值”。但是相比于多数华尔街同行对于哈里斯胜选后展望美股的悲观或谨慎态度,花旗策略师们则对于哈里斯胜选后美股后市并不悲观,并且强调,哈里斯获胜以及美国国会步入分裂状态导致的任何抛售都将创造逢低买入良机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363343463747736,"gmtCreate":1729732329573,"gmtModify":1729732331465,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363343463747736","repostId":"1145026281","repostType":2,"repost":{"id":"1145026281","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":1729720219,"share":"https://www.laohu8.com/m/news/1145026281?lang=&edition=full","pubTime":"2024-10-24 05:50","market":"us","language":"zh","title":"特斯拉第三季度盈利超预期,马斯克预测明年汽车销量增长20%-30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145026281","media":"老虎资讯综合","summary":"当地时间周三(10月23日)美股盘后, $特斯拉(TSLA)$ 公布Q3财报,三季度EPS不降反增9%,盘后股价一度涨近10%。","content":"<html><head></head><body><p>当地时间周三(10月23日)美股盘后, <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 公布Q3财报,三季度盈利超预期,调整后每股收益不降反增9%,盘后股价一度涨超12%,截至发稿报239.2美元,涨幅11.96%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759c6a61cf6db6349c6c6fe36d187fae\" title=\"\" tg-width=\"1224\" tg-height=\"1303\"/></p><p>特斯拉Q3实现营收251.82亿美元,同比增长8%;经调整净利润25.05亿美元,同比增长8%;调整后每股收益0.72美元,同比增长9%;毛利率为19.8%,上一季度为18%;经营利润27.2亿美元,同比增长54%;第三财季自由现金流27.4亿美元。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%221813034379199568%22,%22type%22:2%7D\" title=\"直播:特斯拉2024年第三季度业绩电话会议>>>\" target=\"_blank\" class=\"\">直播:特斯拉2024年第三季度业绩电话会议>>></a></p><p style=\"text-align: justify;\">特斯拉预计2024年汽车交付量将略有增长;Cybertruck首次实现正毛利率;特斯拉上海超级工厂有望在2025年第一季度交付Megapacks;得州超级工厂提前实现部署2.9万套H100,预计到10月底将部署5万套H100;处于2025年上半年发布经适型车型(廉价款)的正轨之上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547019c592cfee3086178e418cf798fd\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">从细分业务数据来看,公司三季度汽车业务的营收200.16亿美元,同比增长约2%,二季度同比下降6.5%;能源发电与储能业务的营收23.76亿美元,同比增长52.4%,二季度同比增长100%;服务与其他业务的营收27.9亿美元,同比增长29%,二季度增长221.3%。</p><p>特斯拉表示:“尽管宏观经济状况持续恶化,但我们预计2024年汽车交付量将实现小幅增长。”此外,特斯拉每辆车销售成本降至历史最低水平,约为35,100美元。</p><p>特斯拉CEO埃隆·马斯克在业绩电话会上表示:<strong>预计明年车辆增长(销量/产量)将达到20%至30%</strong>,Cybertruck将于2026年实现大规模生产,目标是每年至少生产200万台,未来可能扩大至400万台。</p><p>马斯克表示,团队在4680电池生产线方面取得了显著进展,迅速成为市场上最具竞争力的电池选择。在考虑到激励措施和关税后,美国4680电池组的成本接近最具竞争力的选择,每千瓦时的成本低于任何替代品,但公司<strong>并不打算完全依赖内部电池生产</strong>。</p><p>他还指出,特斯拉正在将FSD代码合并为一个单一系统,将城市驾驶、引擎和高速驾驶统一为一个技术栈,这标志着高速驾驶的重大改善。<strong>预计FSD所实现的无干预驾驶里程将超过人类,可能在明年第二季度达到这一里程碑,也可能延迟到第三季度。</strong>目前FSD的使用量急剧增加,预计到明年将实现现有车型的完全自动驾驶。</p><p>公司发布了第三季度车辆安全报告,显示(自动驾驶)安全性改善十倍,在湿滑地面的驾驶每700万英里发生一起事故,而美国(普通驾驶)平均每70万英里发生一起事故。</p><p>另一方面,针对机器人业务,马斯克表示,特斯拉是唯一一家拥有扩展类人机器人所需所有核心元素的公司,包括人工智能大脑和大规模生产能力,这一点与竞争对手不同,相信Optimus最终将成为产品中最有价值的部分,并有很大机会成为历史上最有价值的产品。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉第三季度盈利超预期,马斯克预测明年汽车销量增长20%-30%</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; 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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特斯拉第三季度盈利超预期,马斯克预测明年汽车销量增长20%-30%\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\">2024-10-24 05:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间周三(10月23日)美股盘后, <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 公布Q3财报,三季度盈利超预期,调整后每股收益不降反增9%,盘后股价一度涨超12%,截至发稿报239.2美元,涨幅11.96%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759c6a61cf6db6349c6c6fe36d187fae\" title=\"\" tg-width=\"1224\" tg-height=\"1303\"/></p><p>特斯拉Q3实现营收251.82亿美元,同比增长8%;经调整净利润25.05亿美元,同比增长8%;调整后每股收益0.72美元,同比增长9%;毛利率为19.8%,上一季度为18%;经营利润27.2亿美元,同比增长54%;第三财季自由现金流27.4亿美元。</p><p><a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%221813034379199568%22,%22type%22:2%7D\" title=\"直播:特斯拉2024年第三季度业绩电话会议>>>\" target=\"_blank\" class=\"\">直播:特斯拉2024年第三季度业绩电话会议>>></a></p><p style=\"text-align: justify;\">特斯拉预计2024年汽车交付量将略有增长;Cybertruck首次实现正毛利率;特斯拉上海超级工厂有望在2025年第一季度交付Megapacks;得州超级工厂提前实现部署2.9万套H100,预计到10月底将部署5万套H100;处于2025年上半年发布经适型车型(廉价款)的正轨之上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547019c592cfee3086178e418cf798fd\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">从细分业务数据来看,公司三季度汽车业务的营收200.16亿美元,同比增长约2%,二季度同比下降6.5%;能源发电与储能业务的营收23.76亿美元,同比增长52.4%,二季度同比增长100%;服务与其他业务的营收27.9亿美元,同比增长29%,二季度增长221.3%。</p><p>特斯拉表示:“尽管宏观经济状况持续恶化,但我们预计2024年汽车交付量将实现小幅增长。”此外,特斯拉每辆车销售成本降至历史最低水平,约为35,100美元。</p><p>特斯拉CEO埃隆·马斯克在业绩电话会上表示:<strong>预计明年车辆增长(销量/产量)将达到20%至30%</strong>,Cybertruck将于2026年实现大规模生产,目标是每年至少生产200万台,未来可能扩大至400万台。</p><p>马斯克表示,团队在4680电池生产线方面取得了显著进展,迅速成为市场上最具竞争力的电池选择。在考虑到激励措施和关税后,美国4680电池组的成本接近最具竞争力的选择,每千瓦时的成本低于任何替代品,但公司<strong>并不打算完全依赖内部电池生产</strong>。</p><p>他还指出,特斯拉正在将FSD代码合并为一个单一系统,将城市驾驶、引擎和高速驾驶统一为一个技术栈,这标志着高速驾驶的重大改善。<strong>预计FSD所实现的无干预驾驶里程将超过人类,可能在明年第二季度达到这一里程碑,也可能延迟到第三季度。</strong>目前FSD的使用量急剧增加,预计到明年将实现现有车型的完全自动驾驶。</p><p>公司发布了第三季度车辆安全报告,显示(自动驾驶)安全性改善十倍,在湿滑地面的驾驶每700万英里发生一起事故,而美国(普通驾驶)平均每70万英里发生一起事故。</p><p>另一方面,针对机器人业务,马斯克表示,特斯拉是唯一一家拥有扩展类人机器人所需所有核心元素的公司,包括人工智能大脑和大规模生产能力,这一点与竞争对手不同,相信Optimus最终将成为产品中最有价值的部分,并有很大机会成为历史上最有价值的产品。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145026281","content_text":"当地时间周三(10月23日)美股盘后, 特斯拉 公布Q3财报,三季度盈利超预期,调整后每股收益不降反增9%,盘后股价一度涨超12%,截至发稿报239.2美元,涨幅11.96%:特斯拉Q3实现营收251.82亿美元,同比增长8%;经调整净利润25.05亿美元,同比增长8%;调整后每股收益0.72美元,同比增长9%;毛利率为19.8%,上一季度为18%;经营利润27.2亿美元,同比增长54%;第三财季自由现金流27.4亿美元。直播:特斯拉2024年第三季度业绩电话会议>>>特斯拉预计2024年汽车交付量将略有增长;Cybertruck首次实现正毛利率;特斯拉上海超级工厂有望在2025年第一季度交付Megapacks;得州超级工厂提前实现部署2.9万套H100,预计到10月底将部署5万套H100;处于2025年上半年发布经适型车型(廉价款)的正轨之上。从细分业务数据来看,公司三季度汽车业务的营收200.16亿美元,同比增长约2%,二季度同比下降6.5%;能源发电与储能业务的营收23.76亿美元,同比增长52.4%,二季度同比增长100%;服务与其他业务的营收27.9亿美元,同比增长29%,二季度增长221.3%。特斯拉表示:“尽管宏观经济状况持续恶化,但我们预计2024年汽车交付量将实现小幅增长。”此外,特斯拉每辆车销售成本降至历史最低水平,约为35,100美元。特斯拉CEO埃隆·马斯克在业绩电话会上表示:预计明年车辆增长(销量/产量)将达到20%至30%,Cybertruck将于2026年实现大规模生产,目标是每年至少生产200万台,未来可能扩大至400万台。马斯克表示,团队在4680电池生产线方面取得了显著进展,迅速成为市场上最具竞争力的电池选择。在考虑到激励措施和关税后,美国4680电池组的成本接近最具竞争力的选择,每千瓦时的成本低于任何替代品,但公司并不打算完全依赖内部电池生产。他还指出,特斯拉正在将FSD代码合并为一个单一系统,将城市驾驶、引擎和高速驾驶统一为一个技术栈,这标志着高速驾驶的重大改善。预计FSD所实现的无干预驾驶里程将超过人类,可能在明年第二季度达到这一里程碑,也可能延迟到第三季度。目前FSD的使用量急剧增加,预计到明年将实现现有车型的完全自动驾驶。公司发布了第三季度车辆安全报告,显示(自动驾驶)安全性改善十倍,在湿滑地面的驾驶每700万英里发生一起事故,而美国(普通驾驶)平均每70万英里发生一起事故。另一方面,针对机器人业务,马斯克表示,特斯拉是唯一一家拥有扩展类人机器人所需所有核心元素的公司,包括人工智能大脑和大规模生产能力,这一点与竞争对手不同,相信Optimus最终将成为产品中最有价值的部分,并有很大机会成为历史上最有价值的产品。","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358026179445040,"gmtCreate":1728445447995,"gmtModify":1728446062751,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a 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明天robotaxi发布,不知道市场咋反映,期待一下。如果下跌,就是入手特斯拉的好时候。[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358026179445040","isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355610158882944,"gmtCreate":1727828434769,"gmtModify":1727828436940,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"不大可能,消费习惯形成以后很难改变","listText":"不大可能,消费习惯形成以后很难改变","text":"不大可能,消费习惯形成以后很难改变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355610158882944","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355458502492248,"gmtCreate":1727791447102,"gmtModify":1727791449163,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"老虎卡片大作战","listText":"老虎卡片大作战","text":"老虎卡片大作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355458502492248","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352594568843280,"gmtCreate":1727101347358,"gmtModify":1727101348994,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352594568843280","repostId":"1149423376","repostType":4,"repost":{"id":"1149423376","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":1727099722,"share":"https://www.laohu8.com/m/news/1149423376?lang=&edition=full","pubTime":"2024-09-23 21:55","market":"hk","language":"zh","title":"名创优品拟斥资63亿成永辉大股东,但不考虑并表","url":"https://stock-news.laohu8.com/highlight/detail?id=1149423376","media":"老虎资讯综合","summary":"本周一(9月23日)盘前, $名创优品(MNSO)$ 跌超7%,截至发稿报15.25美元,跌幅7.35%:名创优品在港交所发布公告,以约63亿元人民币收购永辉超市29.4%的股权,其中包括牛奶公司持有的21.1%及京东持有的8.3%的永辉超市股份。公告显示,该交易完成后名创优品预计将成为永辉超市第一大股东,进一步扩大其线下零售版图。胖东来模式的成功掀起中国商超行业的大变革,经胖东来调改后的永辉在销售额、客流等多个维度实现突破。作为高速全球化发展的中国零售品牌,名创优品和永辉的联手有望打造“中国版山姆会员店”。","content":"<html><head></head><body><p>本周一(9月23日), <a href=\"https://laohu8.com/S/MNSO\">名创优品</a> 一度跌超15%,截至发稿报14.14美元,跌幅14.13%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a91a8ea7b6a86ca5cf71cbcff552c9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>名创优品在港交所发布公告,以约63亿元人民币收购永辉超市29.4%的股权,其中包括牛奶公司持有的21.1%及京东持有的8.3%的永辉超市股份。</p><p><strong>此次收购代价将以现金支付,并由集团的内部财务资源及外部融资拨付</strong>。于交易完成后,<strong>目标集团的财务业绩将不会于公司账目内综合入账</strong>,而目标集团的财务业绩将于集团的财务账目内入账计作于联营公司的投资。</p><p>公告显示,该交易完成后名创优品预计将成为永辉超市第一大股东,进一步扩大其线下零售版图。胖东来模式的成功掀起中国商超行业的大变革,经胖东来调改后的永辉在销售额、客流等多个维度实现突破,作为高速全球化发展的中国零售品牌,名创优品和永辉的联手有望打造“中国版山姆会员店”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62b6567be2ad594cafdd60dae915049c\" title=\"\" tg-width=\"850\" tg-height=\"637\"/></p><p>名创优品首席财务官张靖京在电话会上表示:“我们预计不会控制董事会的多数席位,因此,<strong>我们不会作为永辉超市的控股股东、实控人,也不会合并财务报表</strong>,这是根据目前的情况做出的判断。预计交易2025年上半年完成,在此期间每一个重要节点会向大家披露。”</p><p>张靖京表示,一是从零售的角度看,名创优品看好永辉超市的调改前景,认为这个业务有前途;二是永辉超市目前的估值具有吸引力,投资成本的溢价低,安全边际较高,名创优品进入之后,能够帮助永辉超市优化现在的股东结构和治理结构,支持它现有的业务方向,更好的发挥双方在渠道升级供应链上的整合优势。</p></body></html>","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>名创优品拟斥资63亿成永辉大股东,但不考虑并表</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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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\">2024-09-23 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周一(9月23日), <a href=\"https://laohu8.com/S/MNSO\">名创优品</a> 一度跌超15%,截至发稿报14.14美元,跌幅14.13%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a91a8ea7b6a86ca5cf71cbcff552c9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>名创优品在港交所发布公告,以约63亿元人民币收购永辉超市29.4%的股权,其中包括牛奶公司持有的21.1%及京东持有的8.3%的永辉超市股份。</p><p><strong>此次收购代价将以现金支付,并由集团的内部财务资源及外部融资拨付</strong>。于交易完成后,<strong>目标集团的财务业绩将不会于公司账目内综合入账</strong>,而目标集团的财务业绩将于集团的财务账目内入账计作于联营公司的投资。</p><p>公告显示,该交易完成后名创优品预计将成为永辉超市第一大股东,进一步扩大其线下零售版图。胖东来模式的成功掀起中国商超行业的大变革,经胖东来调改后的永辉在销售额、客流等多个维度实现突破,作为高速全球化发展的中国零售品牌,名创优品和永辉的联手有望打造“中国版山姆会员店”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62b6567be2ad594cafdd60dae915049c\" title=\"\" tg-width=\"850\" tg-height=\"637\"/></p><p>名创优品首席财务官张靖京在电话会上表示:“我们预计不会控制董事会的多数席位,因此,<strong>我们不会作为永辉超市的控股股东、实控人,也不会合并财务报表</strong>,这是根据目前的情况做出的判断。预计交易2025年上半年完成,在此期间每一个重要节点会向大家披露。”</p><p>张靖京表示,一是从零售的角度看,名创优品看好永辉超市的调改前景,认为这个业务有前途;二是永辉超市目前的估值具有吸引力,投资成本的溢价低,安全边际较高,名创优品进入之后,能够帮助永辉超市优化现在的股东结构和治理结构,支持它现有的业务方向,更好的发挥双方在渠道升级供应链上的整合优势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51337e981042d5511cda5fb33daea04f","relate_stocks":{"MNSO":"名创优品","09896":"名创优品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149423376","content_text":"本周一(9月23日), 名创优品 一度跌超15%,截至发稿报14.14美元,跌幅14.13%:名创优品在港交所发布公告,以约63亿元人民币收购永辉超市29.4%的股权,其中包括牛奶公司持有的21.1%及京东持有的8.3%的永辉超市股份。此次收购代价将以现金支付,并由集团的内部财务资源及外部融资拨付。于交易完成后,目标集团的财务业绩将不会于公司账目内综合入账,而目标集团的财务业绩将于集团的财务账目内入账计作于联营公司的投资。公告显示,该交易完成后名创优品预计将成为永辉超市第一大股东,进一步扩大其线下零售版图。胖东来模式的成功掀起中国商超行业的大变革,经胖东来调改后的永辉在销售额、客流等多个维度实现突破,作为高速全球化发展的中国零售品牌,名创优品和永辉的联手有望打造“中国版山姆会员店”。名创优品首席财务官张靖京在电话会上表示:“我们预计不会控制董事会的多数席位,因此,我们不会作为永辉超市的控股股东、实控人,也不会合并财务报表,这是根据目前的情况做出的判断。预计交易2025年上半年完成,在此期间每一个重要节点会向大家披露。”张靖京表示,一是从零售的角度看,名创优品看好永辉超市的调改前景,认为这个业务有前途;二是永辉超市目前的估值具有吸引力,投资成本的溢价低,安全边际较高,名创优品进入之后,能够帮助永辉超市优化现在的股东结构和治理结构,支持它现有的业务方向,更好的发挥双方在渠道升级供应链上的整合优势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352355634057400,"gmtCreate":1727063321179,"gmtModify":1727086127002,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"<a 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哈里斯也开始支持比特币了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352355634057400","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343882340946224,"gmtCreate":1724984914560,"gmtModify":1724984916715,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"今晚pdd还得拉升","listText":"今晚pdd还得拉升","text":"今晚pdd还得拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343882340946224","repostId":"1148626310","repostType":4,"repost":{"id":"1148626310","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":1724983372,"share":"https://www.laohu8.com/m/news/1148626310?lang=&edition=full","pubTime":"2024-08-30 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10:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月30日,港股持续拉升,恒生指数涨超1%,恒生科技指数涨超2%,汽车股、内险股、中资券商股强势上攻。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50a4ebb69908e94b3c1804a289fbfd14\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a08639e86fab806577871df9ceaa3ac\" tg-width=\"560\" 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[得意] [得意]","listText":"夏天就是要玩水的季节 [得意] [得意]","text":"夏天就是要玩水的季节 [得意] [得意]","images":[{"img":"https://static.tigerbbs.com/5c139700317dac28db8adb23a993cebd"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326697554661392","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":324246651183112,"gmtCreate":1720190832822,"gmtModify":1720190835832,"author":{"id":"3574720750802706","authorId":"3574720750802706","name":"Xzhouz","avatar":"https://static.tigerbbs.com/f4412bd88c8ff752fb6d1ea8fddf1d07","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574720750802706","authorIdStr":"3574720750802706"},"themes":[],"htmlText":"哈哈,我也来一个","listText":"哈哈,我也来一个","text":"哈哈,我也来一个","images":[{"img":"https://static.tigerbbs.com/c2d5ecda7b88f3cdd9bd6f0ce8795049"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324246651183112","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}