饶霞的个人主页 - 老虎社区

饶霞

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IP属地：江西

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4主题

0勋章

2021-03-18

$容联云(RAAS)$蚊子肉

2021-02-09

$容联云(RAAS)$不会要等到12点才通知老子没中吧

2021-06-03

🌝🌝出🚪😷

2021-03-22

b站港股二次上市前夕美股跌了[笑哭]

2021-03-19

朝云还是可以的，回到招股价指日可待[微笑]

2021-03-18

不知道今天能不能挣钱啊哈哈哈

2021-03-17

分享

@小虎周报:美股料已进入年内二次买入的绝佳时机

2021-03-17

分享

@FinMelon:是谁按下了光伏的核按钮？

2021-03-17

分享

@美股之家:2021年第10周美股IPO预告：关注重磅COUPANG、Roblox；中概股聚好商城、第一高中上市

2021-03-17

$哔哩哔哩(BILI)$不小心就卖了

去老虎APP查看更多动态

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目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324359870,"gmtCreate":1615967964590,"gmtModify":1703495636000,"author":{"id":"3575527130312010","authorId":"3575527130312010","name":"饶霞","avatar":"https://static.tigerbbs.com/70af61219d61a80a01f312a038c39105","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324359870","repostId":"329935946","repostType":1,"repost":{"id":329935946,"gmtCreate":1615196929585,"gmtModify":1703485503942,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"是谁按下了光伏的核按钮？","htmlText":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","listText":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","text":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","images":[{"img":"https://static.tigerbbs.com/0c2daea393b324809f6a7337fca26eff","width":"688","height":"401"},{"img":"https://static.tigerbbs.com/1a3616b3c82d2a5f6a90ff9f850315ea","width":"569","height":"148"},{"img":"https://static.tigerbbs.com/9381af97aa60d3fafcb973e97b80c253","width":"688","height":"255"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329935946","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324350497,"gmtCreate":1615967935719,"gmtModify":1703495634623,"author":{"id":"3575527130312010","authorId":"3575527130312010","name":"饶霞","avatar":"https://static.tigerbbs.com/70af61219d61a80a01f312a038c39105","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324350497","repostId":"320453416","repostType":1,"repost":{"id":320453416,"gmtCreate":1615170237135,"gmtModify":1703485141070,"author":{"id":"10790722010898","authorId":"10790722010898","name":"美股之家","avatar":"https://static.tigerbbs.com/4a72f7d16c06b759c1ceb59ddc3be2d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2021年第10周美股IPO预告：关注重磅COUPANG、Roblox；中概股聚好商城、第一高中上市","htmlText":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)<a target=\"_blank\" href=\"https://laohu8.com/S/JWEL\">$Jowell Global Ltd.(JWEL)$</a> 、Roblox Corp(RBLX)<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、COUPANG(CPNG)<a target=\"_blank\" href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> 、第一高中(FHS)<a target=\"_blank\" href=\"https://laohu8.com/S/FHS\">$第一高中教育(FHS)$</a> 、Hayward(HAYW)<a target=\"_blank\" href=\"https://laohu8.com/S/HAYW\">$Hayward Holdings, Inc.(HAYW)$</a> 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","listText":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)<a target=\"_blank\" href=\"https://laohu8.com/S/JWEL\">$Jowell Global Ltd.(JWEL)$</a> 、Roblox Corp(RBLX)<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox 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Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 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目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324359870,"gmtCreate":1615967964590,"gmtModify":1703495636000,"author":{"id":"3575527130312010","authorId":"3575527130312010","name":"饶霞","avatar":"https://static.tigerbbs.com/70af61219d61a80a01f312a038c39105","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324359870","repostId":"329935946","repostType":1,"repost":{"id":329935946,"gmtCreate":1615196929585,"gmtModify":1703485503942,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"是谁按下了光伏的核按钮？","htmlText":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","listText":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","text":"光伏市场近况一览：最近两周的股市可谓是一片狼藉，各大版块都有不同程度的下跌，作为去年超级强势的龙头大哥“光伏”也按下了核按钮，整个光伏板块无一幸免。截至A股收盘，隆基股份（601012）作为光伏的龙头再度跌停，通威股份（600438）和阳光电源（300274）也分别跌超9%和8%，整个板块跌超近5%。惨烈数据见下图行情数据源自 Wind再来看一下港股市场年前热门的光伏概念股，保利协鑫能源（3800.HK）和新特能源（1799.HK）；截至港股收盘，分别跌超近25.69%和18.55%。较近期最高点分别跌超40%和48%，近乎斩半。行情数据源自Wind行情数据源自Wind核按钮启动者：那么为什么光伏会跌得如此惨烈，又是谁按下了光伏的核按钮呢？最大的可能性是3月4日国家能源综合司发布的一个文件，《关于2021年风电、光伏发电开发建设有关事项的通知（征求意见稿）》，因为征求意见很高，那么按照这个征求意见稿里面的总体要求，“2021年，风电、光伏发电发电量占全社会用电量的比重达到11%左右”。信息源自中国光伏行业协会网站可能很多人单纯从字眼看这个文件会觉得，难道这不是一件好事吗？那么实际上风电、光伏发电发电量占全社会用电的比重达11%左右，那么11%左右是个什么样的概念呢？先来看一组2020年我国的用电数据。2020年全国全社会用电量达7.5万亿千瓦时，较2019年同比增长了3.1%。数据源自国家能源局合理化假定及运算：由于2020年受疫情影响，2020年用电量同比增长的速度较2019年的4.5%其实是放缓了的。假定我们可以预估今年经济发展的增速会加快，那么2021年用电量会增加4%，2021年全社会电量应该会达到7.8万亿千瓦时。所以说如果光伏和风电合计占比11%的话，也就是8592.6亿千瓦时。这个数字看起来很多，但实际上如果我们对比一下2020年并网风电装机容量，实际已经到了","images":[{"img":"https://static.tigerbbs.com/0c2daea393b324809f6a7337fca26eff","width":"688","height":"401"},{"img":"https://static.tigerbbs.com/1a3616b3c82d2a5f6a90ff9f850315ea","width":"569","height":"148"},{"img":"https://static.tigerbbs.com/9381af97aa60d3fafcb973e97b80c253","width":"688","height":"255"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329935946","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324350497,"gmtCreate":1615967935719,"gmtModify":1703495634623,"author":{"id":"3575527130312010","authorId":"3575527130312010","name":"饶霞","avatar":"https://static.tigerbbs.com/70af61219d61a80a01f312a038c39105","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"分享","listText":"分享","text":"分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324350497","repostId":"320453416","repostType":1,"repost":{"id":320453416,"gmtCreate":1615170237135,"gmtModify":1703485141070,"author":{"id":"10790722010898","authorId":"10790722010898","name":"美股之家","avatar":"https://static.tigerbbs.com/4a72f7d16c06b759c1ceb59ddc3be2d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"2021年第10周美股IPO预告：关注重磅COUPANG、Roblox；中概股聚好商城、第一高中上市","htmlText":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)<a target=\"_blank\" href=\"https://laohu8.com/S/JWEL\">$Jowell Global Ltd.(JWEL)$</a> 、Roblox Corp(RBLX)<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、COUPANG(CPNG)<a target=\"_blank\" href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> 、第一高中(FHS)<a target=\"_blank\" href=\"https://laohu8.com/S/FHS\">$第一高中教育(FHS)$</a> 、Hayward(HAYW)<a target=\"_blank\" href=\"https://laohu8.com/S/HAYW\">$Hayward Holdings, Inc.(HAYW)$</a> 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","listText":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)<a target=\"_blank\" href=\"https://laohu8.com/S/JWEL\">$Jowell Global Ltd.(JWEL)$</a> 、Roblox Corp(RBLX)<a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> 、COUPANG(CPNG)<a target=\"_blank\" href=\"https://laohu8.com/S/CPNG\">$Coupang, Inc.(CPNG)$</a> 、第一高中(FHS)<a target=\"_blank\" href=\"https://laohu8.com/S/FHS\">$第一高中教育(FHS)$</a> 、Hayward(HAYW)<a target=\"_blank\" href=\"https://laohu8.com/S/HAYW\">$Hayward Holdings, Inc.(HAYW)$</a> 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","text":"作者公众号：美股百科本周截止目前，共有6家公司确定IPO上市日期，包括：聚好商城(JWEL)$Jowell Global Ltd.(JWEL)$ 、Roblox Corp(RBLX)$Roblox Corporation(RBLX)$ 、COUPANG(CPNG)$Coupang, Inc.(CPNG)$ 、第一高中(FHS)$第一高中教育(FHS)$ 、Hayward(HAYW)$Hayward Holdings, Inc.(HAYW)$ 和JOANN Inc.(JOAN)。此外，以色列3D打印肉类技术开发商 Meat-Tech 3D(MITC)也有可能本周上市，目前仍未确定日期。一、3/10/2021（三）IPO新股1、中概股 聚好商城Jowell Global Ltd.(JWEL)聚好商城（聚好全球股份有限公司）Jowell Global Ltd.(NASDAQ:JWEL)成立于2012年，总部位于上海，全职雇员110人，是隆力奇旗下综合电商平台，提供化妆品、健康、营养补品以及家用产品电子，提供自营品牌产品以及来自200多个制造商的国际和国内品牌产品。聚好商城计划于 3/10/2021 IPO上市登录纳斯达克发，发行价7","images":[{"img":"https://static.tigerbbs.com/fe99918d44636e1c447208b7c116d5d9","width":"688","height":"516"},{"img":"https://static.tigerbbs.com/f59767c060efc3c0ade7867bd31e23ed","width":"280","height":"210"},{"img":"https://static.tigerbbs.com/ba076d27b27865ef9cbda7c6ed81b95e","width":"688","height":"515"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320453416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324369839,"gmtCreate":1615965031621,"gmtModify":1703495607758,"author":{"id":"3575527130312010","authorId":"3575527130312010","name":"饶霞","avatar":"https://static.tigerbbs.com/70af61219d61a80a01f312a038c39105","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>不小心就卖了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>不小心就卖了","text":"$哔哩哔哩(BILI)$不小心就卖了","images":[{"img":"https://static.tigerbbs.com/a2194a8cbc57b3a7fc4e249933069a5d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324369839","isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}