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范蠡肖
2021-06-06
时代天使,前景无限
范蠡肖
2021-04-07
$小米集团-W(01810)$
小米造车,值得期待
范蠡肖
2021-02-24
$小米集团-W(01810)$
同时,谷歌也已经要求三星显示器开发出尺寸在7.6 英寸左右的可折叠 OLED 面板。
范蠡肖
2021-02-23
$小米集团-W(01810)$
因应美国向小米施加的投资禁令在当地3月15日生效,三家行在港已发行的90多项衍生权证及牛熊证,将于16日暂停买卖,并在同日或19日撤销上市。
范蠡肖
2021-02-23
这篇文章不错,转发给大家看看
三大美资行宣布撤销小米衍生权证及牛熊证上市地位
范蠡肖
2021-02-21
$小米集团-W(01810)$
小米MIX4已经在路上,骁龙888+1.5亿像素
范蠡肖
2021-02-18
$小米集团-W(01810)$
市场的主导势力也快速从Fitbit等市场开拓者,变成了苹果、小米、华为这些智能手机巨头。
范蠡肖
2021-02-17
$小米集团-W(01810)$
Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。
范蠡肖
2021-02-17
Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。
范蠡肖
2021-02-15
这篇文章不错,转发给大家看看
@林老板的猫:
$Property Solutions Acquisition Corp(PSAC)$
买了一把梦想,看看能不能窒息
范蠡肖
2021-02-11
$小米集团-W(01810)$
小米MIX今年将重启,肯定会量产;重启平板业务;加大小米之家的推广。相对于后两项消费者最关注的其实还是小米MIX系列的量产。
范蠡肖
2021-02-08
近年的中国电子烟用户主要为传统烟民,烟瘾大、想戒烟、了解吸烟危害的人选择电子烟几率更高。
范蠡肖
2021-02-08
近年的中国电子烟用户主要为传统烟民,烟瘾大、想戒烟、了解吸烟危害的人选择电子烟几率更高。
抱歉,原内容已删除
范蠡肖
2021-02-03
$小米集团-W(01810)$
而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。
范蠡肖
2021-02-03
而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。
范蠡肖
2021-02-02
我们继续看好AH市场已经进入长牛格局,Q1是今年年内的强势季度,Q2海外通胀升温下不确定增强(主要影响流动性)。
昨夜今晨:游戏驿站熄火,散户逼空战2.0开打!
范蠡肖
2021-02-01
$小米集团-W(01810)$
小米家电市占率持续提升,有望带动业绩上行。
范蠡肖
2021-02-01
NINETY ONE UK LIMITED在场内以每股均价186.0924港元减持12.18万股,涉资约2266.6万港元。
范蠡肖
2021-01-31
$小米集团-W(01810)$
Redmi K40支持120Hz刷新率,且孔径和边框宽度都控制的十分出色,置摄像头开孔仅2.8mm左右,将搭载骁龙888处理器,并将提供最新的高通新旗舰骁龙870处理器版本
范蠡肖
2021-01-31
通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临)
@小虎周报:互联网巨头扎堆二次上市,蕴含哪些套利机会?
去老虎APP查看更多动态
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三大美资行宣布撤销小米衍生权证及牛熊证上市地位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 05:14 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022305151877451011&s=b><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利、摩根大通及高盛表示,因应美国向小米施加的投资禁令在当地3月15日生效,三家行在港已发行的90多项衍生权证及牛熊证,将于16日暂停买卖,并在同日或19日撤销上市。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022305151877451011&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6440ed998678ceba7821d81f1812c86f","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021022305151877451011&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2113804027","content_text":"摩根士丹利、摩根大通及高盛表示,因应美国向小米施加的投资禁令在当地3月15日生效,三家行在港已发行的90多项衍生权证及牛熊证,将于16日暂停买卖,并在同日或19日撤销上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360373089,"gmtCreate":1613859774541,"gmtModify":1613859774541,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"<a 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系列有望将采用类似的后置镜头模组设计。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。","text":"$小米集团-W(01810)$Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。","images":[{"img":"https://static.tigerbbs.com/6c07c697f986fe1b1d9c8c4a5b2f5f37","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385668604","isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":385668153,"gmtCreate":1613544393872,"gmtModify":1613544393872,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。","listText":"Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。","text":"Redmi K40 Pro 系列有望将采用类似的后置镜头模组设计。","images":[{"img":"https://static.tigerbbs.com/74c7b01db053ff11a976b3261a36df4a","width":"1125","height":"2662"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385668153","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382998091,"gmtCreate":1613342419513,"gmtModify":1613342419513,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382998091","repostId":"317289109","repostType":1,"repost":{"id":317289109,"gmtCreate":1612450618101,"gmtModify":1703762104769,"author":{"id":"3505337996749933","authorId":"3505337996749933","name":"林老板的猫","avatar":"https://static.tigerbbs.com/7e7cfd6c7c020c6caaa5f001693ffe22","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505337996749933","authorIdStr":"3505337996749933"},"themes":[],"htmlText":"<a 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Corp(PSAC)$买了一把梦想,看看能不能窒息","images":[{"img":"https://static.tigerbbs.com/9a0f2954bcbb26a1e65816285f6feaef","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317289109","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388372310,"gmtCreate":1613031891330,"gmtModify":1703768547292,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。","text":"$小米集团-W(01810)$而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。","images":[{"img":"https://static.tigerbbs.com/3a19d00bdde82af70ef8eda49399e938","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314380610","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":314317742,"gmtCreate":1612309807486,"gmtModify":1703760162709,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。","listText":"而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。","text":"而以国美现在的实力,挑战小米还早了点,把产品做好,积累人气才是当务之急。","images":[{"img":"https://static.tigerbbs.com/c976237d71be79b2235d0f76f9dabfef","width":"1125","height":"2662"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314317742","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":315802869,"gmtCreate":1612227752551,"gmtModify":1703759018008,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"我们继续看好AH市场已经进入长牛格局,Q1是今年年内的强势季度,Q2海外通胀升温下不确定增强(主要影响流动性)。","listText":"我们继续看好AH市场已经进入长牛格局,Q1是今年年内的强势季度,Q2海外通胀升温下不确定增强(主要影响流动性)。","text":"我们继续看好AH市场已经进入长牛格局,Q1是今年年内的强势季度,Q2海外通胀升温下不确定增强(主要影响流动性)。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315802869","repostId":"1149917511","repostType":2,"repost":{"id":"1149917511","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":1612224069,"share":"https://www.laohu8.com/m/news/1149917511?lang=&edition=full","pubTime":"2021-02-02 08:01","market":"hk","language":"zh","title":"昨夜今晨:游戏驿站熄火,散户逼空战2.0开打!","url":"https://stock-news.laohu8.com/highlight/detail?id=1149917511","media":"老虎资讯综合","summary":"科技股助纳指涨2.5% ;期银暴涨9.3%创8年新高,金价收涨0.7%;$游戏驿站$熄火,收盘暴跌近31%。$腾讯 $证券2月2日讯,美股三大指数周一高开高走,道指涨超200点,纳指大涨逾2%,市场正在关注新一轮刺激计划和散户逼空的进展。恐慌指数VIX跌8.82%,报30.17点。截至收盘,道指涨229.29点,报30211.91点,涨幅为0.76%;纳指涨332.7点,报13403.39点,涨幅为2.55%;标普500指数涨59.62点,报3773.86点,涨幅为1.61%。","content":"<blockquote>摘要:美股全线收涨:白银板块暴涨!科技股助纳指涨2.5% ;期银暴涨9.3%创8年新高,金价收涨0.7%;<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>熄火,收盘暴跌近31%。</blockquote><p><b>海外市场</b></p><p><b>1、美股全线收涨:白银板块暴涨!科技股助纳指涨2.5%</b></p><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券2月2日讯,美股三大指数周一高开高走,道指涨超200点,纳指大涨逾2%,市场正在关注新一轮刺激计划和散户逼空的进展。恐慌指数VIX跌8.82%,报30.17点。</p><p>截至收盘,道指涨229.29点,报30211.91点,涨幅为0.76%;纳指涨332.7点,报13403.39点,涨幅为2.55%;标普500指数涨59.62点,报3773.86点,涨幅为1.61%。</p><p>科技股方面,知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.65%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨1.42%;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨4.26%;<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨3.32%;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨3.57%;奈飞涨1.25%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨5.83%。</p><p>白银股纷纷大涨,Avino Silver上涨50.41%,<a href=\"https://laohu8.com/S/EXK\">Endeavour Silver</a> Corp上涨20.40%,First Majestic Silver上涨22.08%。</p><p><b>2、中概股多数收涨:<a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨近5%,<a href=\"https://laohu8.com/S/API\">声网</a>暴涨逾30%</b></p><p>中概股周一收盘集体上涨,其中有218只上涨,72只下跌。衡量中概股走势的<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>中国ADR指数涨3.37%,报857.68点。</p><p>知名中概股中<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨4.28%;<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨2.92%;<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.91%;<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.84%;<a href=\"https://laohu8.com/S/SINA\">新浪</a>涨0.57%;新浪微博涨3.38%;拼多多涨4.98%;<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨0.98%;<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.02%;<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.26%;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.65%;<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨0.18%;<a href=\"https://laohu8.com/S/XNET\">迅雷</a>涨7%;陌陌涨2.62%;欢聚时代涨3.81%;<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌0.19%;<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨6.8%。</p><p><b>3、白银暴涨缓解股市压力,欧股周一追随全球市场积极走势</b></p><p>欧洲股市周一(2月1日)全线收高,与全球市场积极走势相呼应。泛欧斯托克600指数收盘上涨4.92点,涨幅1.24%,报400.77点。其中科技股领涨,涨幅2.4%,石油和天然气板块逆势下跌;德国DAX30指数收盘上涨189.15点,涨幅1.41%,报13622.02点。</p><p><b>4、库欣原油库存下降,且需求增加,美油涨逾2%收复53关口</b></p><p>美国WTI 3月原油期货电子盘价格周一(2月1日)收盘上涨1.34美元,涨幅2.57%,报53.54美元/桶。油价周一收涨逾2%,因美国原油库存下降,且数年来最严重暴风雪之一侵袭美国东北部,导致冬季燃料需求上升。与此同时,ICE布伦特4月原油期货电子盘价格收盘上涨1.29美元,涨幅2.34%,报56.33美元/桶。</p><p><b>聚焦散户白银逼空战</b></p><p>1、期银暴涨9.3%创8年新高 金价收涨0.7%</p><p>在纽约商品交易所的金属期货交易中,3月份交割的期银价格暴涨2.50美元,报收于每盎司29.418美元,涨幅为9.3%,创下了自2013年2月19日以来的最高收盘价。据道琼斯市场数据集团(Dow Jones Market Data Group)提供的数据显示,按美元价格的涨幅计算,这意味着期银价格创下了自2011年7月13日以来的最大单日涨幅;而按百分比涨幅计算,也创下了自2009年3月19日以来的最大单日涨幅。</p><p><b>2、芝商所将Comex白银期货保证金上调18%,2月2日起生效</b></p><p>据彭博消息,在白银期货飙升至八年高点之后,芝商所发表声明称,将Comex白银期货的保证金上调18%。</p><p><b>3、Reddit疯狂助推下白银期权成交量暴增三倍以上</b></p><p>看涨期权和看跌期权隐含波动率之差创下至少2007年以来的最高水平Comex看涨和看跌期权的成交数量是上年平均水平的四倍半,白银期权市场成交量增长火爆,在Reddit引领的投资热潮推动下,这个通常比黄金、石油安静的市场出现多年未见得震荡。</p><p><b>4、白银会成为散户的下一个“游戏驿站”吗?</b></p><p>美国散户的火力正从美股市场转移至商品市场。订单的大量涌入,令多家贵金属交易平台“被挤爆”,纷纷表示由于需求空前,平台已经无法处理订单。Money Metals已经在其官网首页挂出了相关警示,并宣布将订单限制在1,000至10,000美元之间。白银会成为下一个游戏驿站(GME.US)吗?</p><p><b>5、白银飙升之际 德国商业银行警告需注意其他大宗商品泡沫</b></p><p>随着由Reddit散户推动的逼空狂潮涌入贵金属中,白银价格飙升,德国商业银行大宗商品研究主管Eugen Weinberg警告投资者,需注意其他大宗商品的泡沫。</p><p><b>国际宏观</b></p><p><b>1、美国国会预算办公室:到2021年中美国GDP将恢复到卫生事件前规模</b></p><p>周一,美国国会预算办公室(CBO)预计,到2021年中,美国GDP将恢复到卫生事件前的规模,预计劳动力将在2022年反弹至卫生事件前水平。</p><p><b>2、温和派共和党议员敦促拜登缩减1.9万亿美元纾困计划</b></p><p>美国民主党议员准备本周推进拜登1.9万亿美元的纾困方案立法之际,10位温和派共和党参议员周日敦促拜登大幅缩减方案规模,以利赢得两党共同支持。</p><p><b>3、弹劾临近,特朗普组建新律师团队</b></p><p>在5名律师因辩护策略分歧离开后,美国前总统特朗普当地时间1月31日宣布,两名新律师将带领他的律师团队在参议院弹劾审判中为自己辩护。据美国有线电视新闻网(CNN)报道,特朗普坚持将辩护重点放在选举舞弊上,导致他组建律师团队面临困难。随着弹劾日期临近,特朗普在共和党内引发的分歧也在进一步发酵中。</p><p><b>公司新闻</b></p><p><b>1、架不住巨亏200亿美元暴击,游戏驿站空头头寸锐减</b></p><p>在巨亏约200亿美元的暴击下,游戏驿站空头头寸已经锐减,这只被做空“过度”的股票终于回到了相对正常的水平。</p><p>IHS Markit周一公布的数据显示,游戏驿站空头仓位已经从1月中旬占自由流通股的114%锐减到39%。S3 Partners数据也显示,GameStop空头头寸数量已经降到相当于自由流通股的50%左右,而今年稍早高峰水平约为140%。</p><p><b>2、散户抱团瓦解?游戏驿站暴跌近31%,1月飙涨逾1600%</b></p><p>GameStop(NYSE:GME,国内常称为“游戏驿站”)股价周一早盘大幅下跌,并触发熔断,这只股票由Reddit论坛用户推动的疯狂交易延续到了2月份。</p><p>截至收盘,这家实体视频游戏零售商的股价下跌了30.77%,至225美元。而在周一盘前的交易中,该公司股价跃升18%,至384.89美元。在整个1月份的交易中,这只股票飙升了1625%。</p><p><b>3、投行Piper Sandler上调特斯拉目标价至1200美元</b></p><p>投行Piper Sandler将特斯拉目标价从515美元上调至1200美元。投行Piper Sandler表示,2020年是特斯拉(TSLA.O)极具突破性的一年,但热度还没有结束。即使在过去12个月实现10倍的回报率之后,分析师认为投资者也不应该卖出这只股票。</p><p><b>4、Robinhood在逼空狂潮中筹资34亿美元 超该公司成立以来筹资总额</b></p><p>零佣金在线券商、有“散户大本营”之称的Robinhood周一表示,在市场剧烈波动的情况下,该公司又从投资者那里筹集了24亿美元资金。该公司自上周四以来共筹集了34亿美元资金,超过了该公司自2013年成立以来筹集的资金总额。</p><p><b>5、小鹏同比增近5倍、蔚来增超3倍 造车新势力1月销售数据火爆</b></p><p>2月1日,蔚来公布2021年1月交付数。数据显示,蔚来1月共交付新车7225台,同比增长352.1%,连续第六个月创品牌单月交付数新高。同日,小鹏汽车2021年1月交付数据发布,1月总交付量6,015台,同比增长470%,连续7个月同比翻番,连续第三个月创历史最好交付成绩。</p><p><b>6、马斯克:五年半将人类送上火星 希望特斯拉年产2000万辆汽车</b></p><p>美国当地时间周日(1月30日)晚间,SpaceX和特斯拉首席执行官埃隆·马斯克(Elon Musk)首次登上了热门语音社交网络Clubhouse,详细介绍了雄心勃勃的火星计划、脑机接口技术进展以及加密货币趋势。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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08:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要:美股全线收涨:白银板块暴涨!科技股助纳指涨2.5% ;期银暴涨9.3%创8年新高,金价收涨0.7%;<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>熄火,收盘暴跌近31%。</blockquote><p><b>海外市场</b></p><p><b>1、美股全线收涨:白银板块暴涨!科技股助纳指涨2.5%</b></p><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券2月2日讯,美股三大指数周一高开高走,道指涨超200点,纳指大涨逾2%,市场正在关注新一轮刺激计划和散户逼空的进展。恐慌指数VIX跌8.82%,报30.17点。</p><p>截至收盘,道指涨229.29点,报30211.91点,涨幅为0.76%;纳指涨332.7点,报13403.39点,涨幅为2.55%;标普500指数涨59.62点,报3773.86点,涨幅为1.61%。</p><p>科技股方面,知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.65%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨1.42%;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨4.26%;<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨3.32%;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨3.57%;奈飞涨1.25%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨5.83%。</p><p>白银股纷纷大涨,Avino Silver上涨50.41%,<a href=\"https://laohu8.com/S/EXK\">Endeavour Silver</a> Corp上涨20.40%,First Majestic Silver上涨22.08%。</p><p><b>2、中概股多数收涨:<a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨近5%,<a href=\"https://laohu8.com/S/API\">声网</a>暴涨逾30%</b></p><p>中概股周一收盘集体上涨,其中有218只上涨,72只下跌。衡量中概股走势的<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>中国ADR指数涨3.37%,报857.68点。</p><p>知名中概股中<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨4.28%;<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨2.92%;<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.91%;<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.84%;<a href=\"https://laohu8.com/S/SINA\">新浪</a>涨0.57%;新浪微博涨3.38%;拼多多涨4.98%;<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨0.98%;<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌0.02%;<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨2.26%;<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌0.65%;<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨0.18%;<a href=\"https://laohu8.com/S/XNET\">迅雷</a>涨7%;陌陌涨2.62%;欢聚时代涨3.81%;<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌0.19%;<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨6.8%。</p><p><b>3、白银暴涨缓解股市压力,欧股周一追随全球市场积极走势</b></p><p>欧洲股市周一(2月1日)全线收高,与全球市场积极走势相呼应。泛欧斯托克600指数收盘上涨4.92点,涨幅1.24%,报400.77点。其中科技股领涨,涨幅2.4%,石油和天然气板块逆势下跌;德国DAX30指数收盘上涨189.15点,涨幅1.41%,报13622.02点。</p><p><b>4、库欣原油库存下降,且需求增加,美油涨逾2%收复53关口</b></p><p>美国WTI 3月原油期货电子盘价格周一(2月1日)收盘上涨1.34美元,涨幅2.57%,报53.54美元/桶。油价周一收涨逾2%,因美国原油库存下降,且数年来最严重暴风雪之一侵袭美国东北部,导致冬季燃料需求上升。与此同时,ICE布伦特4月原油期货电子盘价格收盘上涨1.29美元,涨幅2.34%,报56.33美元/桶。</p><p><b>聚焦散户白银逼空战</b></p><p>1、期银暴涨9.3%创8年新高 金价收涨0.7%</p><p>在纽约商品交易所的金属期货交易中,3月份交割的期银价格暴涨2.50美元,报收于每盎司29.418美元,涨幅为9.3%,创下了自2013年2月19日以来的最高收盘价。据道琼斯市场数据集团(Dow Jones Market Data Group)提供的数据显示,按美元价格的涨幅计算,这意味着期银价格创下了自2011年7月13日以来的最大单日涨幅;而按百分比涨幅计算,也创下了自2009年3月19日以来的最大单日涨幅。</p><p><b>2、芝商所将Comex白银期货保证金上调18%,2月2日起生效</b></p><p>据彭博消息,在白银期货飙升至八年高点之后,芝商所发表声明称,将Comex白银期货的保证金上调18%。</p><p><b>3、Reddit疯狂助推下白银期权成交量暴增三倍以上</b></p><p>看涨期权和看跌期权隐含波动率之差创下至少2007年以来的最高水平Comex看涨和看跌期权的成交数量是上年平均水平的四倍半,白银期权市场成交量增长火爆,在Reddit引领的投资热潮推动下,这个通常比黄金、石油安静的市场出现多年未见得震荡。</p><p><b>4、白银会成为散户的下一个“游戏驿站”吗?</b></p><p>美国散户的火力正从美股市场转移至商品市场。订单的大量涌入,令多家贵金属交易平台“被挤爆”,纷纷表示由于需求空前,平台已经无法处理订单。Money Metals已经在其官网首页挂出了相关警示,并宣布将订单限制在1,000至10,000美元之间。白银会成为下一个游戏驿站(GME.US)吗?</p><p><b>5、白银飙升之际 德国商业银行警告需注意其他大宗商品泡沫</b></p><p>随着由Reddit散户推动的逼空狂潮涌入贵金属中,白银价格飙升,德国商业银行大宗商品研究主管Eugen Weinberg警告投资者,需注意其他大宗商品的泡沫。</p><p><b>国际宏观</b></p><p><b>1、美国国会预算办公室:到2021年中美国GDP将恢复到卫生事件前规模</b></p><p>周一,美国国会预算办公室(CBO)预计,到2021年中,美国GDP将恢复到卫生事件前的规模,预计劳动力将在2022年反弹至卫生事件前水平。</p><p><b>2、温和派共和党议员敦促拜登缩减1.9万亿美元纾困计划</b></p><p>美国民主党议员准备本周推进拜登1.9万亿美元的纾困方案立法之际,10位温和派共和党参议员周日敦促拜登大幅缩减方案规模,以利赢得两党共同支持。</p><p><b>3、弹劾临近,特朗普组建新律师团队</b></p><p>在5名律师因辩护策略分歧离开后,美国前总统特朗普当地时间1月31日宣布,两名新律师将带领他的律师团队在参议院弹劾审判中为自己辩护。据美国有线电视新闻网(CNN)报道,特朗普坚持将辩护重点放在选举舞弊上,导致他组建律师团队面临困难。随着弹劾日期临近,特朗普在共和党内引发的分歧也在进一步发酵中。</p><p><b>公司新闻</b></p><p><b>1、架不住巨亏200亿美元暴击,游戏驿站空头头寸锐减</b></p><p>在巨亏约200亿美元的暴击下,游戏驿站空头头寸已经锐减,这只被做空“过度”的股票终于回到了相对正常的水平。</p><p>IHS Markit周一公布的数据显示,游戏驿站空头仓位已经从1月中旬占自由流通股的114%锐减到39%。S3 Partners数据也显示,GameStop空头头寸数量已经降到相当于自由流通股的50%左右,而今年稍早高峰水平约为140%。</p><p><b>2、散户抱团瓦解?游戏驿站暴跌近31%,1月飙涨逾1600%</b></p><p>GameStop(NYSE:GME,国内常称为“游戏驿站”)股价周一早盘大幅下跌,并触发熔断,这只股票由Reddit论坛用户推动的疯狂交易延续到了2月份。</p><p>截至收盘,这家实体视频游戏零售商的股价下跌了30.77%,至225美元。而在周一盘前的交易中,该公司股价跃升18%,至384.89美元。在整个1月份的交易中,这只股票飙升了1625%。</p><p><b>3、投行Piper Sandler上调特斯拉目标价至1200美元</b></p><p>投行Piper Sandler将特斯拉目标价从515美元上调至1200美元。投行Piper Sandler表示,2020年是特斯拉(TSLA.O)极具突破性的一年,但热度还没有结束。即使在过去12个月实现10倍的回报率之后,分析师认为投资者也不应该卖出这只股票。</p><p><b>4、Robinhood在逼空狂潮中筹资34亿美元 超该公司成立以来筹资总额</b></p><p>零佣金在线券商、有“散户大本营”之称的Robinhood周一表示,在市场剧烈波动的情况下,该公司又从投资者那里筹集了24亿美元资金。该公司自上周四以来共筹集了34亿美元资金,超过了该公司自2013年成立以来筹集的资金总额。</p><p><b>5、小鹏同比增近5倍、蔚来增超3倍 造车新势力1月销售数据火爆</b></p><p>2月1日,蔚来公布2021年1月交付数。数据显示,蔚来1月共交付新车7225台,同比增长352.1%,连续第六个月创品牌单月交付数新高。同日,小鹏汽车2021年1月交付数据发布,1月总交付量6,015台,同比增长470%,连续7个月同比翻番,连续第三个月创历史最好交付成绩。</p><p><b>6、马斯克:五年半将人类送上火星 希望特斯拉年产2000万辆汽车</b></p><p>美国当地时间周日(1月30日)晚间,SpaceX和特斯拉首席执行官埃隆·马斯克(Elon Musk)首次登上了热门语音社交网络Clubhouse,详细介绍了雄心勃勃的火星计划、脑机接口技术进展以及加密货币趋势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","GME":"游戏驿站",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149917511","content_text":"摘要:美股全线收涨:白银板块暴涨!科技股助纳指涨2.5% ;期银暴涨9.3%创8年新高,金价收涨0.7%;游戏驿站熄火,收盘暴跌近31%。海外市场1、美股全线收涨:白银板块暴涨!科技股助纳指涨2.5%腾讯证券2月2日讯,美股三大指数周一高开高走,道指涨超200点,纳指大涨逾2%,市场正在关注新一轮刺激计划和散户逼空的进展。恐慌指数VIX跌8.82%,报30.17点。截至收盘,道指涨229.29点,报30211.91点,涨幅为0.76%;纳指涨332.7点,报13403.39点,涨幅为2.55%;标普500指数涨59.62点,报3773.86点,涨幅为1.61%。科技股方面,知名科技股中苹果涨1.65%;Facebook涨1.42%;亚马逊涨4.26%;微软涨3.32%;谷歌涨3.57%;奈飞涨1.25%;特斯拉涨5.83%。白银股纷纷大涨,Avino Silver上涨50.41%,Endeavour Silver Corp上涨20.40%,First Majestic Silver上涨22.08%。2、中概股多数收涨:拼多多大涨近5%,声网暴涨逾30%中概股周一收盘集体上涨,其中有218只上涨,72只下跌。衡量中概股走势的纽约梅隆银行中国ADR指数涨3.37%,报857.68点。知名中概股中阿里巴巴涨4.28%;百度涨2.92%;京东涨2.91%;网易涨2.84%;新浪涨0.57%;新浪微博涨3.38%;拼多多涨4.98%;趣头条涨0.98%;蔚来跌0.02%;小鹏汽车涨2.26%;理想汽车跌0.65%;爱奇艺涨0.18%;迅雷涨7%;陌陌涨2.62%;欢聚时代涨3.81%;虎牙跌0.19%;哔哩哔哩涨6.8%。3、白银暴涨缓解股市压力,欧股周一追随全球市场积极走势欧洲股市周一(2月1日)全线收高,与全球市场积极走势相呼应。泛欧斯托克600指数收盘上涨4.92点,涨幅1.24%,报400.77点。其中科技股领涨,涨幅2.4%,石油和天然气板块逆势下跌;德国DAX30指数收盘上涨189.15点,涨幅1.41%,报13622.02点。4、库欣原油库存下降,且需求增加,美油涨逾2%收复53关口美国WTI 3月原油期货电子盘价格周一(2月1日)收盘上涨1.34美元,涨幅2.57%,报53.54美元/桶。油价周一收涨逾2%,因美国原油库存下降,且数年来最严重暴风雪之一侵袭美国东北部,导致冬季燃料需求上升。与此同时,ICE布伦特4月原油期货电子盘价格收盘上涨1.29美元,涨幅2.34%,报56.33美元/桶。聚焦散户白银逼空战1、期银暴涨9.3%创8年新高 金价收涨0.7%在纽约商品交易所的金属期货交易中,3月份交割的期银价格暴涨2.50美元,报收于每盎司29.418美元,涨幅为9.3%,创下了自2013年2月19日以来的最高收盘价。据道琼斯市场数据集团(Dow Jones Market Data Group)提供的数据显示,按美元价格的涨幅计算,这意味着期银价格创下了自2011年7月13日以来的最大单日涨幅;而按百分比涨幅计算,也创下了自2009年3月19日以来的最大单日涨幅。2、芝商所将Comex白银期货保证金上调18%,2月2日起生效据彭博消息,在白银期货飙升至八年高点之后,芝商所发表声明称,将Comex白银期货的保证金上调18%。3、Reddit疯狂助推下白银期权成交量暴增三倍以上看涨期权和看跌期权隐含波动率之差创下至少2007年以来的最高水平Comex看涨和看跌期权的成交数量是上年平均水平的四倍半,白银期权市场成交量增长火爆,在Reddit引领的投资热潮推动下,这个通常比黄金、石油安静的市场出现多年未见得震荡。4、白银会成为散户的下一个“游戏驿站”吗?美国散户的火力正从美股市场转移至商品市场。订单的大量涌入,令多家贵金属交易平台“被挤爆”,纷纷表示由于需求空前,平台已经无法处理订单。Money Metals已经在其官网首页挂出了相关警示,并宣布将订单限制在1,000至10,000美元之间。白银会成为下一个游戏驿站(GME.US)吗?5、白银飙升之际 德国商业银行警告需注意其他大宗商品泡沫随着由Reddit散户推动的逼空狂潮涌入贵金属中,白银价格飙升,德国商业银行大宗商品研究主管Eugen Weinberg警告投资者,需注意其他大宗商品的泡沫。国际宏观1、美国国会预算办公室:到2021年中美国GDP将恢复到卫生事件前规模周一,美国国会预算办公室(CBO)预计,到2021年中,美国GDP将恢复到卫生事件前的规模,预计劳动力将在2022年反弹至卫生事件前水平。2、温和派共和党议员敦促拜登缩减1.9万亿美元纾困计划美国民主党议员准备本周推进拜登1.9万亿美元的纾困方案立法之际,10位温和派共和党参议员周日敦促拜登大幅缩减方案规模,以利赢得两党共同支持。3、弹劾临近,特朗普组建新律师团队在5名律师因辩护策略分歧离开后,美国前总统特朗普当地时间1月31日宣布,两名新律师将带领他的律师团队在参议院弹劾审判中为自己辩护。据美国有线电视新闻网(CNN)报道,特朗普坚持将辩护重点放在选举舞弊上,导致他组建律师团队面临困难。随着弹劾日期临近,特朗普在共和党内引发的分歧也在进一步发酵中。公司新闻1、架不住巨亏200亿美元暴击,游戏驿站空头头寸锐减在巨亏约200亿美元的暴击下,游戏驿站空头头寸已经锐减,这只被做空“过度”的股票终于回到了相对正常的水平。IHS Markit周一公布的数据显示,游戏驿站空头仓位已经从1月中旬占自由流通股的114%锐减到39%。S3 Partners数据也显示,GameStop空头头寸数量已经降到相当于自由流通股的50%左右,而今年稍早高峰水平约为140%。2、散户抱团瓦解?游戏驿站暴跌近31%,1月飙涨逾1600%GameStop(NYSE:GME,国内常称为“游戏驿站”)股价周一早盘大幅下跌,并触发熔断,这只股票由Reddit论坛用户推动的疯狂交易延续到了2月份。截至收盘,这家实体视频游戏零售商的股价下跌了30.77%,至225美元。而在周一盘前的交易中,该公司股价跃升18%,至384.89美元。在整个1月份的交易中,这只股票飙升了1625%。3、投行Piper Sandler上调特斯拉目标价至1200美元投行Piper Sandler将特斯拉目标价从515美元上调至1200美元。投行Piper Sandler表示,2020年是特斯拉(TSLA.O)极具突破性的一年,但热度还没有结束。即使在过去12个月实现10倍的回报率之后,分析师认为投资者也不应该卖出这只股票。4、Robinhood在逼空狂潮中筹资34亿美元 超该公司成立以来筹资总额零佣金在线券商、有“散户大本营”之称的Robinhood周一表示,在市场剧烈波动的情况下,该公司又从投资者那里筹集了24亿美元资金。该公司自上周四以来共筹集了34亿美元资金,超过了该公司自2013年成立以来筹集的资金总额。5、小鹏同比增近5倍、蔚来增超3倍 造车新势力1月销售数据火爆2月1日,蔚来公布2021年1月交付数。数据显示,蔚来1月共交付新车7225台,同比增长352.1%,连续第六个月创品牌单月交付数新高。同日,小鹏汽车2021年1月交付数据发布,1月总交付量6,015台,同比增长470%,连续7个月同比翻番,连续第三个月创历史最好交付成绩。6、马斯克:五年半将人类送上火星 希望特斯拉年产2000万辆汽车美国当地时间周日(1月30日)晚间,SpaceX和特斯拉首席执行官埃隆·马斯克(Elon Musk)首次登上了热门语音社交网络Clubhouse,详细介绍了雄心勃勃的火星计划、脑机接口技术进展以及加密货币趋势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312606415,"gmtCreate":1612132148437,"gmtModify":1703757807365,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米家电市占率持续提升,有望带动业绩上行。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>小米家电市占率持续提升,有望带动业绩上行。","text":"$小米集团-W(01810)$小米家电市占率持续提升,有望带动业绩上行。","images":[{"img":"https://static.tigerbbs.com/57c5cf78655a47d9489bf5d653bdb530","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312606415","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312606591,"gmtCreate":1612132091013,"gmtModify":1703757807537,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"NINETY ONE UK LIMITED在场内以每股均价186.0924港元减持12.18万股,涉资约2266.6万港元。","listText":"NINETY ONE UK LIMITED在场内以每股均价186.0924港元减持12.18万股,涉资约2266.6万港元。","text":"NINETY ONE UK LIMITED在场内以每股均价186.0924港元减持12.18万股,涉资约2266.6万港元。","images":[{"img":"https://static.tigerbbs.com/4ccbb76b292d73dd02bf14aec0f228cd","width":"1125","height":"1961"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312606591","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312805110,"gmtCreate":1612081790930,"gmtModify":1703757679936,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>Redmi K40支持120Hz刷新率,且孔径和边框宽度都控制的十分出色,置摄像头开孔仅2.8mm左右,将搭载骁龙888处理器,并将提供最新的高通新旗舰骁龙870处理器版本","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>Redmi K40支持120Hz刷新率,且孔径和边框宽度都控制的十分出色,置摄像头开孔仅2.8mm左右,将搭载骁龙888处理器,并将提供最新的高通新旗舰骁龙870处理器版本","text":"$小米集团-W(01810)$Redmi K40支持120Hz刷新率,且孔径和边框宽度都控制的十分出色,置摄像头开孔仅2.8mm左右,将搭载骁龙888处理器,并将提供最新的高通新旗舰骁龙870处理器版本","images":[{"img":"https://static.tigerbbs.com/57c5cf78655a47d9489bf5d653bdb530","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/312805110","isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312802460,"gmtCreate":1612081710350,"gmtModify":1703757679258,"author":{"id":"3574730524035065","authorId":"3574730524035065","name":"范蠡肖","avatar":"https://static.tigerbbs.com/d0259e53062444e28ebda3a251caed8b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574730524035065","authorIdStr":"3574730524035065"},"themes":[],"htmlText":"通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临)","listText":"通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临)","text":"通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312802460","repostId":"334499654","repostType":1,"repost":{"id":334499654,"gmtCreate":1610936965474,"gmtModify":1703747178327,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"互联网巨头扎堆二次上市,蕴含哪些套利机会?","htmlText":"报告要点 一、拜登时代开启,Q4财报季提速。 二、二次上市风云再起,这类新股怎么打? 正文部分 拜登时代开启:拜登就职、1.9亿刺激、特朗普弹劾 本周一,美股因马丁·路德·金纪念日休市一日。虽然是个交易短周,但近期拜登就职典礼、特朗普弹劾案、财政纾困措施,还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施,1.9亿纾困方案能否全盘落地,这些都会影响市场阶段的波动。 往前看,对于Q2来讲,通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临);不过如果疫苗进展缓慢,也可能会淡化通胀风险。就目前而言,至少鲍威尔还不认为是讨论退出宽松政策的时候,现阶段我们仍然看好Q1美股表现,对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速:奈飞付费用户突破2亿,英特尔迎来新掌门人 本周Q4财报季将提速,超过90家公司发布业绩,以高盛、摩根士丹利、美国银行等大型银行股为主,以及奈飞、英特尔、阿斯麦等行业领头羊。此外,中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题,建议持续关注盈利、经营现金流修复,且经营杠杆较高的饮料、银行,航空等传统行业。(上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","listText":"报告要点 一、拜登时代开启,Q4财报季提速。 二、二次上市风云再起,这类新股怎么打? 正文部分 拜登时代开启:拜登就职、1.9亿刺激、特朗普弹劾 本周一,美股因马丁·路德·金纪念日休市一日。虽然是个交易短周,但近期拜登就职典礼、特朗普弹劾案、财政纾困措施,还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施,1.9亿纾困方案能否全盘落地,这些都会影响市场阶段的波动。 往前看,对于Q2来讲,通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临);不过如果疫苗进展缓慢,也可能会淡化通胀风险。就目前而言,至少鲍威尔还不认为是讨论退出宽松政策的时候,现阶段我们仍然看好Q1美股表现,对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。<a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> Q4财报季提速:奈飞付费用户突破2亿,英特尔迎来新掌门人 本周Q4财报季将提速,超过90家公司发布业绩,以高盛、摩根士丹利、美国银行等大型银行股为主,以及奈飞、英特尔、阿斯麦等行业领头羊。此外,中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题,建议持续关注盈利、经营现金流修复,且经营杠杆较高的饮料、银行,航空等传统行业。(上周<a target=\"_blank\" href=\"https://laohu8.com/S/MS\">$摩根士丹利(MS)$</a> 、","text":"报告要点 一、拜登时代开启,Q4财报季提速。 二、二次上市风云再起,这类新股怎么打? 正文部分 拜登时代开启:拜登就职、1.9亿刺激、特朗普弹劾 本周一,美股因马丁·路德·金纪念日休市一日。虽然是个交易短周,但近期拜登就职典礼、特朗普弹劾案、财政纾困措施,还有疫苗进展都备受关注。 拜登就职后是否会收紧抗疫措施,1.9亿纾困方案能否全盘落地,这些都会影响市场阶段的波动。 往前看,对于Q2来讲,通胀则是不能忽略的因素(例如,疫苗进展快,财政刺激到位,复工复产超预期,通胀跃升至2%,这种情形可能会加速QE边际拐点的来临);不过如果疫苗进展缓慢,也可能会淡化通胀风险。就目前而言,至少鲍威尔还不认为是讨论退出宽松政策的时候,现阶段我们仍然看好Q1美股表现,对应$标普500(.SPX)$ 4000点的位置。$标普500ETF(SPY)$$纳斯达克(.IXIC)$ Q4财报季提速:奈飞付费用户突破2亿,英特尔迎来新掌门人 本周Q4财报季将提速,超过90家公司发布业绩,以高盛、摩根士丹利、美国银行等大型银行股为主,以及奈飞、英特尔、阿斯麦等行业领头羊。此外,中概教育双雄新东方、好未来也将公布财报。 我们继续看好美股复苏主题,建议持续关注盈利、经营现金流修复,且经营杠杆较高的饮料、银行,航空等传统行业。(上周$摩根士丹利(MS)$ 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