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2021-10-02

中概股都得被血洗吗？

消息称美贸易代表戴琪下周一将公布拜登政府对华贸易战略

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2021-08-06

$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$这个今天能买吗？

2021-05-31

[开心]

抱歉，原内容已删除

2021-04-20

全线跌

比特币短线下挫，区块链股纷纷刷新日低

2021-04-16

$Palantir Technologies Inc.(PLTR)$扶不起的阿斗，什么时候漲回本，马上抛

2021-09-29

$Altimeter Growth Corp.(AGC)$什么时候回本呢

2021-09-24

等跌

知名基金经理：我为何清仓特斯拉，错失大部分涨幅

2021-06-01

大跌吧

抱歉，原内容已删除

2021-10-07

$Altimeter Growth Corp.(AGC)$when will you wake up?

2021-09-24

$迪士尼(DIS)$暴跌呀

2021-12-16

又要跌了吗？

一文看懂鲍威尔发布会（要点总结）

2021-10-28

$中广核电力(01816)$啥情况呀？[难过]

2021-09-29

Love this

2021-05-12

$三倍做多半导体ETF-Direxion Daily(SOXL)$各位大侠，大家有设止损点吗？

2021-04-20

$Vanguard Value ETF(VTV)$蚊子肉也是肉

2021-04-20

好

特斯拉回应：我们珍惜每一个客户

2021-04-15

$Palantir Technologies Inc.(PLTR)$天天跌。。

2021-03-21

好

Here's Why Palantir Is a Must-Have Stock for Long Term Investors

2021-10-26

$中广核电力(01816)$还能上来不？

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<b>加息立场</b>：在缩减购债还在进行的时候，加息是不合适的。如果需要的话，美联储会准备提高利率，并不认为美联储落后于形势。美联储还未就结束缩债后停止一段时间再加息的事情作出决定，将在未来的会议上讨论何时结束紧缩政策以及何时加息。从结束缩债到加息的时间不太可能和上个周期一样长。FOMC利率预期并不意味着美联储有一个加息计划，可能会在实现充分就业之前就加息。\n</blockquote>\n<blockquote>\n <b>通胀评估</b>：美国通胀偏高，迫使美联储加速缩减购债。高通胀给人们带来了巨大的困难，现在物价上涨的范围更广了。劳工节以来，美国通胀顽固地处于高位的态势变得明朗化。通胀可能会变得更加顽固，这是一个实实在在的风险。美联储将使用工具来支持劳动力市场，并防止高通胀变得根深蒂固。\n</blockquote>\n<blockquote>\n <b>就业市场</b>：美国经济在实现最大化就业方面正迅速取得进展，预计明年将实现充分就业。高通胀是对充分就业的首要威胁。对新冠疫情的顾虑和缺乏儿童保育都伤害到劳动力参与率，人口趋势可能会降低长期就业参与率。股市上涨和房价上涨等问题可能造成人们退出劳动力市场。\n</blockquote>\n<blockquote>\n <b>金融市场</b>：股票等资产的估值在一定程度上偏高。企业债务偏高，但违约率非常低。对美国证券交易委员会（SEC）针对货币市场基金采取行动表示赞赏。需仔细研究稳定币是否受到合理的监管，那些投机性的加密数字货币是风险，但不至于构成金融稳定性风险。网络袭击将是重大的金融稳定性风险。\n</blockquote>\n<blockquote>\n <b>新冠疫情</b>：美国民众正学习与新冠病毒共存。近期美国新冠病例的增加和奥密克戎变异毒株均对美国经济构成风险。通胀和新冠疫情是实现充分就业的两大威胁。\n</blockquote>","source":"sina_symbol","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>一文看懂鲍威尔发布会（要点总结）</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一文看懂鲍威尔发布会（要点总结）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyamrmy9234354.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储周三宣布，将月度购债规模减少300亿美元，幅度是之前的两倍，“点阵图”则暗示未来加息路径比市场预期鹰派，官员们认为明年进行三次幅度25个基点的加息将是合适的。美联储主席鲍威尔在利率决议后的新闻发布会上强调，美国的高通胀是加速缩减购债的原因。缩减购债结束和开始加息之间不会间隔太长时间，可能在实现充分就业前加息。\n鲍威尔还表示，如有必要，美联储会准备提高利率，而针对市场对美联储行动方面的批评，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyamrmy9234354.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","QQQ":"纳指100ETF","SSO":"两倍做多标普500ETF","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>新浪援引中国台湾《经济日报》报道，半导体产业链第4季持续涨价，晶圆双雄台积电、联电涨幅10%起跳，最高达20%；晶片方面，电源管理IC、驱动IC需求仍处于高档，部分品项也传出正与客户协商再涨价，以电源管理IC恐一路缺货到明年下半年最夯，股王硅力-KY、本土IC设计二哥联咏等业者后市持续看俏。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3cdd0b2f46028be0fdb985c3d97141c","relate_stocks":{"TSM":"台积电","UMC":"联电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177696284","content_text":"新浪援引中国台湾《经济日报》报道，半导体产业链第4季持续涨价，晶圆双雄台积电、联电涨幅10%起跳，最高达20%；晶片方面，电源管理IC、驱动IC需求仍处于高档，部分品项也传出正与客户协商再涨价，以电源管理IC恐一路缺货到明年下半年最夯，股王硅力-KY、本土IC设计二哥联咏等业者后市持续看俏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820047176,"gmtCreate":1633332535420,"gmtModify":1633332535561,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"是吗？","listText":"是吗？","text":"是吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820047176","repostId":"2172998592","repostType":4,"repost":{"id":"2172998592","pubTimestamp":1633327800,"share":"https://www.laohu8.com/m/news/2172998592?lang=&edition=full","pubTime":"2021-10-04 14:10","market":"us","language":"zh","title":"默沙东新冠口服药物仍无法替代疫苗作用，抗疫股被错杀？","url":"https://stock-news.laohu8.com/highlight/detail?id=2172998592","media":"第一财经","summary":"Molnupiravir如果获得授权使用，会对重构现有相关新冠药物市场格局。","content":"<div>\n<p>10月4日，港股市场开盘后，抗疫股几乎全线重挫。这些股票暴跌的背后，导火线跟默沙东与Ridgeback合作开发的在研抗病毒口服药物Molnupiravir临床研究有新进展有关。\n默沙东近期对外公布称，Molnupiravir在对轻度或中度新冠肺炎患者开展的3期研究中，获得积极的期中分析结果。与安慰剂相比，Molnupiravir降低了患者住院或死亡的风险约50%。在期中分析中，截至第29天，接受...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110042129029063_0.html\">Web Link</a>\n\n</div>\n","source":"eastmoney_highlight","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>默沙东新冠口服药物仍无法替代疫苗作用，抗疫股被错杀？</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默沙东新冠口服药物仍无法替代疫苗作用，抗疫股被错杀？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 14:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202110042129029063_0.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月4日，港股市场开盘后，抗疫股几乎全线重挫。这些股票暴跌的背后，导火线跟默沙东与Ridgeback合作开发的在研抗病毒口服药物Molnupiravir临床研究有新进展有关。\n默沙东近期对外公布称，Molnupiravir在对轻度或中度新冠肺炎患者开展的3期研究中，获得积极的期中分析结果。与安慰剂相比，Molnupiravir降低了患者住院或死亡的风险约50%。在期中分析中，截至第29天，接受...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110042129029063_0.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/8063c97727cb21de0867e6829ff807e3","relate_stocks":{"MRK":"默沙东"},"source_url":"http://finance.eastmoney.com/a/202110042129029063_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172998592","content_text":"10月4日，港股市场开盘后，抗疫股几乎全线重挫。这些股票暴跌的背后，导火线跟默沙东与Ridgeback合作开发的在研抗病毒口服药物Molnupiravir临床研究有新进展有关。\n默沙东近期对外公布称，Molnupiravir在对轻度或中度新冠肺炎患者开展的3期研究中，获得积极的期中分析结果。与安慰剂相比，Molnupiravir降低了患者住院或死亡的风险约50%。在期中分析中，截至第29天，接受Molnupiravir治疗的患者中有7.3%患者住院，而接受安慰剂的患者中有14.1%的患者住院或死亡。\n默沙东表示，在独立数据监查委员会的建议下，经与美国食品药品监督管理局(FDA)磋商，由于上述积极的结果，这项研究的招募工作提前终止。基于上述研究结果，公司计划尽快向美国食品药品监督管理局(FDA)提交紧急使用授权(EUA)申请，并计划向全球多家监管机构提交上市申请。如果获得授权，Molnupiravir有望成为首款治疗新冠肺炎的抗病毒口服药物。\nMolnupiravir(EIDD-2801/MK-4482)是一种在研的、生物可利用形式为口服的核糖核苷类似物，可抑制包括SARS-CoV-2(新冠病毒的致病因子)在内的多种RNA病毒的复制。\nRidgeback总裁Wendy Holman表示：“随着病毒持续广泛传播，由于目前可用的治疗方案是输液或需要进入医疗机构，我们迫切需要可以在家里服用的抗病毒治疗方案，让新冠肺炎患者不用去医院。我们对期中分析的结果感到非常鼓舞，并希望Molnupiravir在获得授权使用后，能够对控制这场大流行产生意义深远的影响。”\n有市场猜测称，Molnupiravir如果获得授权使用，会对重构现有相关新冠药物市场格局。\nMolnupiravir属于小分子口服药物，相比目前已获批紧急使用授权的新冠中和抗体，给药便利是一大优势。“从目前数据看，Molnupiravir治疗效果不错，或有望成为‘达菲’对流感一样的特效药。同时，Molnupiravir的生产成本也比较低。不过，早些时候有研究表明，该药在哺乳细胞身上有一定的机率导致突变，届时能否获批使用，还要看届时FDA如何评测了。”有投资人对第一财经记者表示。\n该投资人对第一财经记者表示，目前资本市场的反应有些过度，这次股价出现调整，不排除跟前期涨幅过快、估值泡沫过大有关，市场也在借机调整。\n“Molnupiravir对其他新冠药物的影响，要分开来看，对于治疗性药物，比如中和抗体，可能会构成重大利空，从治疗数据看，Molnupiravir具有一定的优势，获批的可能性比较大。而一旦获批的话，不排除会被政府大规模采购，这样一来的话，其他治疗性药物的市场会被抢占。但对于疫苗来说，影响不大，预防性的疫苗与治疗性药物，属于完全不同的两个概念。疫苗仍是预防新冠肺炎最经济、最有效的措施。疫苗股大跌，是前期涨幅过大后的一次回调。”另有其他投资人对第一财经记者表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864729973,"gmtCreate":1633150964945,"gmtModify":1633151141005,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中概股都得被血洗吗？","listText":"中概股都得被血洗吗？","text":"中概股都得被血洗吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864729973","repostId":"2172957049","repostType":4,"repost":{"id":"2172957049","pubTimestamp":1633077360,"share":"https://www.laohu8.com/m/news/2172957049?lang=&edition=full","pubTime":"2021-10-01 16:36","market":"sh","language":"zh","title":"消息称美贸易代表戴琪下周一将公布拜登政府对华贸易战略","url":"https://stock-news.laohu8.com/highlight/detail?id=2172957049","media":"环球网","summary":"据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一 将在位于华盛顿的智库“战略研究中心”发表演讲，公布拜登政府的美中贸易关系战略。　　此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。","content":"<p>【环球网综合报道】据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一（10月4日）将在位于华盛顿的智库“战略研究中心”（Center for Strategic Studies）发表演讲，公布拜登政府的美中贸易关系战略。</p>\n<p>此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。</p>\n<p><img src=\"https://static.tigerbbs.com/d2db007fe46adaa8a6902aecd7dc5cbb\" tg-width=\"556\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>路透社：美国贸易代表戴琪周一将公布拜登政府对中国的贸易战略</p>\n<p>路透社称，戴琪将于美东时间下周一（10月4日）上午10时发表演说，这将是美国前总统特朗普2019年初与北京达成的“第一阶段”美中贸易协议最后三个月的开端，该协议缓和了全球两大经济体（美国和中国）之间的关税战。</p>\n<p><img src=\"https://static.tigerbbs.com/678b3998d292cee8c19c27e4a1ea1260\" tg-width=\"551\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">美国贸易代表戴琪资料图</p>\n<p>关于中美经贸关系，中国商务部新闻发言人束珏婷9月30日表示，中美经贸关系的本质是互利共赢，双方经贸往来与合作符合两国和两国人民的根本利益，也有利于整个世界。希望双方共同努力，为双边经贸关系健康稳定发展创造条件。双方经贸团队一直保持着正常沟通，如有进一步消息，将及时发布。</p>\n<p>对于中方对近期中美两国贸易是否有新的考虑，束珏婷当时表示，中方始终认为，加征关税不利于中国，不利于美国，不利于世界经济复苏。在当前全球通胀压力加大的形势下，关税给两国企业和消费者造成很大压力和损失。</p>","source":"sina","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>消息称美贸易代表戴琪下周一将公布拜登政府对华贸易战略</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消息称美贸易代表戴琪下周一将公布拜登政府对华贸易战略\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/world/2021-10-01/doc-iktzscyx7449755.shtml><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【环球网综合报道】据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一（10月4日）将在位于华盛顿的智库“战略研究中心”（Center for Strategic Studies）发表演讲，公布拜登政府的美中贸易关系战略。\n此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2021-10-01/doc-iktzscyx7449755.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0bb8e90cfe187914a988d67a8c088582","relate_stocks":{},"source_url":"https://finance.sina.com.cn/world/2021-10-01/doc-iktzscyx7449755.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2172957049","content_text":"【环球网综合报道】据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一（10月4日）将在位于华盛顿的智库“战略研究中心”（Center for Strategic Studies）发表演讲，公布拜登政府的美中贸易关系战略。\n此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。\n\n路透社：美国贸易代表戴琪周一将公布拜登政府对中国的贸易战略\n路透社称，戴琪将于美东时间下周一（10月4日）上午10时发表演说，这将是美国前总统特朗普2019年初与北京达成的“第一阶段”美中贸易协议最后三个月的开端，该协议缓和了全球两大经济体（美国和中国）之间的关税战。\n美国贸易代表戴琪资料图\n关于中美经贸关系，中国商务部新闻发言人束珏婷9月30日表示，中美经贸关系的本质是互利共赢，双方经贸往来与合作符合两国和两国人民的根本利益，也有利于整个世界。希望双方共同努力，为双边经贸关系健康稳定发展创造条件。双方经贸团队一直保持着正常沟通，如有进一步消息，将及时发布。\n对于中方对近期中美两国贸易是否有新的考虑，束珏婷当时表示，中方始终认为，加征关税不利于中国，不利于美国，不利于世界经济复苏。在当前全球通胀压力加大的形势下，关税给两国企业和消费者造成很大压力和损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862411795,"gmtCreate":1632901471744,"gmtModify":1632901471862,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Love this","listText":"Love this","text":"Love this","images":[{"img":"https://static.tigerbbs.com/159cf91a0feeccde95e5b84b3dfce490","width":"1125","height":"3233"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862411795","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862413882,"gmtCreate":1632901306957,"gmtModify":1632901307065,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大跌吗？","listText":"大跌吗？","text":"大跌吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862413882","repostId":"1103957456","repostType":4,"repost":{"id":"1103957456","weMediaInfo":{"introduction":"市场策略研究、热点问题观察、分享最新观点：美国与海外市场、H股、及中概股市场","home_visible":1,"media_name":"Kevin策略研究","id":"1090746012","head_image":"https://static.tigerbbs.com/54c3f16355434883aa8d30b4dc5a7d90"},"pubTimestamp":1632875372,"share":"https://www.laohu8.com/m/news/1103957456?lang=&edition=full","pubTime":"2021-09-29 08:29","market":"us","language":"zh","title":"中金：美债利率因何飙升？市场接下来会有何变化","url":"https://stock-news.laohu8.com/highlight/detail?id=1103957456","media":"Kevin策略研究","summary":"近期利率为何上行？我们认为主要是对美联储减量不断临近的预期修正。","content":"<p>过去几日，美债持续快速上行。隔夜10年美债利率一度触及1.57%的6月中以来高位，较8月初的低点已经上行超过40bp。与此同时，美元指数也升至93.8为去年11月以来的高点。在此背景下，叠加对于债务上限临近问题的担忧，隔夜美股再度出现波动，成长股为主的纳斯达克跌幅最大，达2.83%，标普500跌2%，道琼斯指数下跌1.6%。黄金同样大跌，逼近8月初底部。</p>\n<p><img src=\"https://static.tigerbbs.com/b7962866effb7038f87e759185895aa7\" tg-width=\"554\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p>针对近期利率的快速上冲和市场的波动，我们针对客户比较关注的几个问题更新如下，供投资者参考。</p>\n<p><b>1、近期利率为何上行？我们认为主要是对美联储减量不断临近的预期修正。</b></p>\n<p>9月FOMC会议传递的各方面信号都是偏鹰派的（《9月FOMC：减量可能很快开启》），给出了强烈的信号减量不出意外的话可能会从11月会议（11月2~3月）开始。我们一再强调，<b>从历史经验来看，长端美债利率往往是在预期阶段先行、而货币政策实际执行时反而筑顶回落。</b>那么，如果11月初就开始执行的话，从现在开始预期修正的“正当时”，<b>因此近期的表现也是符合2013年减量和此前多次加息附近利率变化的历史规律</b>（《关于QE减量的八问八答2021年8月16日~8月22日》）<b>。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b8e5ae260f5bcf689dceb983c0e31583\" tg-width=\"725\" tg-height=\"411\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/38209caea1a20eb734c9bf3f9014dba8\" tg-width=\"913\" tg-height=\"838\" referrerpolicy=\"no-referrer\"></p>\n<p>实际上，美债利率的缓步抬升是从8月初就逐渐开始的，只不过近期在明显鹰派的9月FOMC后明显加速。<b>但是，前期美债利率的走势已经有一些抬升的端倪在酝酿</b>，例如对如大幅低于预期的非农和市场波动的反应都非常钝化、置之不理，从一定程度上说明其计入的负面预期已经较为充分，明显被扭曲的定价再度上行只待一个催化剂而已。</p>\n<p><b>当然，近期疫情的再度改善是一个大背景</b>，而油价的上涨和美联储主席鲍威尔关于通胀的点评（高通胀可能要持续一段时间再度回落）、以及债务上限问题我们认为可能暂时还不是主要因素，这一点从基本持平的通胀预期上看就不言而喻。</p>\n<p><img src=\"https://static.tigerbbs.com/2353026b8e9fc4c43496fd88459ade3b\" tg-width=\"761\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/40e5623ca17ab550d85300874c301b4d\" tg-width=\"867\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、利率上行由何驱动？实际利率是主导、通胀预期基本持平</b></p>\n<p><b>10年美债9月中旬以来~25个基点的上行中，实际利率贡献19bp，通胀预期贡献6bp</b>。如果是相对8月初的低点，通胀预期更是基本持平不变，这也和我们在专题报告（《实际利率持续为负之“谜”》）中提示的一致。</p>\n<p><img src=\"https://static.tigerbbs.com/51c04db9cc71a521b27c6ca2b2003b4b\" tg-width=\"926\" tg-height=\"568\" referrerpolicy=\"no-referrer\"></p>\n<p>我们认为近期实际利率的上行可以从三个方面去理解：<b>1）实际利率是定价被扭曲最为严重的资产之一</b>，8月初一度创出历史新低，其被扭曲的原因是美联储大量购买和资金的持续涌入。那么，近期流动性退出预期的酝酿、叠加疫情见顶改善，足以触发实际利率扭曲定价的“纠正”；<b>2）通胀预期逐步筑顶也表明全球经济周期已经过了去年底今年初增长加速最快的阶段</b>（美国四季度可能还有环比改善），因此再通胀交易偃旗息鼓；<b>3）实际通胀的走高和通胀预期的变化并非一回事。</b>虽然高通胀还会持续、且局部甚至恶化，但美国通胀环比改善和二手车等供需矛盾的缓解是资产定价的边际更重要的因素，而并非单纯CPI的同比变化。</p>\n<p><b>因此，接下来，我们预计将依然以实际利率为主。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4497367f6fc3a74ca6c94a62c9436ad7\" tg-width=\"1080\" tg-height=\"430\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/39d7ac9fd3d665c7203f977f9de594c6\" tg-width=\"951\" tg-height=\"573\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/228076e573b4679d1172ce5f3a3e838c\" tg-width=\"923\" tg-height=\"566\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/01926eb3a5872a730b1f6b070478fd31\" tg-width=\"1080\" tg-height=\"663\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e860acbb9900406bf7da740b9194bd11\" tg-width=\"909\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>3、接下来利率节奏如何？有什么因素影响？直到11月初正式减量才逐步筑顶，包括债务上限的财政政策可能提供助推</b></p>\n<p>基于上述对利率上行原因的分析，<b>11月初将要举行的FOMC会议</b>，依然是影响近期利率走势的最主要变量。不出意外的话，<b>在此之前，利率整体仍将维持上行态势，直到正式减量兑现，这一部分的预期也将基本计入，届时利率可能逐步筑顶。</b></p>\n<p><b>在此期间，财政政策的一系列进展有可能提到助推效果</b>，类似于2月初1.9万亿财政刺激时的情形。不过考虑到次轮不论是5500亿还是3.5万亿都很难大幅超出市场已知的预期，因此意外的效果不如年初。</p>\n<p><b>至于市场普遍较为关注的债务上限</b>，如果出现逼近违约的意外风险，那么可能促成阶段性的避险而回落，2011年8月便是如此；而如果顺利得到解决的话，边际上TGA账户的再度升高和债券供给增加，则会对利率形成向上支撑。</p>\n<p><img src=\"https://static.tigerbbs.com/796dae4823386723b060a37664c82d6d\" tg-width=\"1015\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此外，近期疫情改善带来的高频指标修复</b>（《美国服务消费有回暖迹象疫情复工周度追踪（9月25日）》），以及接下来非农和通胀数据的改善，也有能给利率上行以更多理由。</p>\n<p><img src=\"https://static.tigerbbs.com/78524f943a46166e14320176726592ce\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/929cf5875a6f91117ffb82594f09f9ba\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p><b>4、点位看到多高？名义利率1.8%，实际利率上行~100bp</b></p>\n<p>我们根据利率的五因子模型和对实际利率解释度较高的M2和储蓄率的历史关系，分别测算10年美债的均衡水平在1.8%附近，而实际利率可能隐含90~100bp的上行空间。</p>\n<p>不过，我们需要强调的是，这一测算只是均衡水平，由于利率走势往往都会超调的经验，过去锚定在一个点位上也并非好的策略。</p>\n<p><img src=\"https://static.tigerbbs.com/6fe2acf44ac789ca0b3bbbe4055f66c2\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9cc66bb9c155ff40d7206d5c5934240d\" tg-width=\"1080\" tg-height=\"651\" referrerpolicy=\"no-referrer\"></p>\n<p><b>5、利率上行如果影响不同市场、资产和资金流向？重点在速度，阶段性风格再平衡，强美元和新兴流出</b></p>\n<p>如我们在《此轮利率上行可能有何异同？》中分析，次轮利率上行由于所处的增长周期和货币周期阶段与年初已然不同，因此相比当时，可能呈现出<b>上行周期比较短</b>（正式减量后逐步筑顶以反映增长预期的逐步回落）、<b>实际利率主导而通胀预期持平甚至回落</b>（流动性退出预期纠正被严重扭曲的实际利率定价，而通胀预期则很难再出现年初大宗商品在当时增长加速和再通胀预期下的大幅抬升）、<b>短端利率同样上行</b>（体现货币政策退出的效果）这三点不同。</p>\n<p><b>对于市场而言，历史不止一次的告诉我们，重要的不在于方向而在于速度和点位。</b>此轮也不例外，8月初利率小幅上行的时候，市场几乎没有太多反应，直到近期利率上行开始加速，<b>目前利率上行的速度逼近我们1.5倍标准差的预期线，值得关注</b>。在此背景下，市场的波动并不意外，也符合我们从9月初就开始提示的波动风险。但是中期来看，美股市场还未到彻底逆转的时候，我们认为短期的回调反而可以提供更好的介入机会，而且当前的估值水平也低于2月初。</p>\n<p><img src=\"https://static.tigerbbs.com/3d304d7a14ce020761cab8720bc3b73d\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f0fc00d9116f115cc14b2a24ae42b053\" tg-width=\"1080\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p>\n<p><b>从风格层面，利率特别是实际利率的上行会阶段性的风格从成长到价值的再平衡</b>，这一经验屡试不爽，近期美股的表现便是如此。但是由于当前的经济周期过了增长加速最快的阶段，<b>我们认为从中期维度很难完全复制去年底今年初的再通胀交易</b>，因此短期的再平衡后，当利率待QE减量开始和增长回落，可能会再度转向成长。</p>\n<p><img src=\"https://static.tigerbbs.com/ed389bf471000ac4796d6cb2661eb0dd\" tg-width=\"1072\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>从不同资产看，最值得一提是黄金的持续走弱。实际利率主导的利率上行对其有直接压制，<b>这也说明当前市场并没有单纯去交易所谓的通胀逻辑，而在看似中国和欧洲呈现类滞胀风险，但却与美国周期割裂的背景下，传统的依靠黄金防通胀的手段也并不奏效。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c22d5b88cf73a391d6a00a2fd2e90d3c\" tg-width=\"953\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p><b>对其他市场而言，由于中国的放缓和新兴市场普遍仍处于疫情的扰动中，与年初相比，美国相比非美国的增长相对优势更大，因此我们预计本轮可能会伴随着美元相对偏强、而新兴市场资金有流出压力的情形</b>。</p>\n<p>去年底和今年初上一轮利率上行期间，中国和大部分新兴市场也处于增长改善和预期加速向上的阶段，这解释了当时资金大量流入包括中国在内的新兴市场、美元走弱、以及大宗商品的快速走高。<b>此外，在利率上行的过程中，中国利率也无法完全免疫，8月初以来基本持平的走势也说明了这一点。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d867f83e97dc0548dcbf3c8aebce5f8\" tg-width=\"1066\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0d867f83e97dc0548dcbf3c8aebce5f8\" tg-width=\"1066\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/29875477d7054f08a78391cd4c633383\" tg-width=\"966\" tg-height=\"591\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/77a5798b866e2017759ac8f7093e0030\" tg-width=\"1080\" tg-height=\"484\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2d01ad3245299a635de80792970ae4\" tg-width=\"955\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金：美债利率因何飙升？市场接下来会有何变化</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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中金：美债利率因何飙升？市场接下来会有何变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1090746012\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/54c3f16355434883aa8d30b4dc5a7d90);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Kevin策略研究 </p>\n<p class=\"h-time\">2021-09-29 08:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>过去几日，美债持续快速上行。隔夜10年美债利率一度触及1.57%的6月中以来高位，较8月初的低点已经上行超过40bp。与此同时，美元指数也升至93.8为去年11月以来的高点。在此背景下，叠加对于债务上限临近问题的担忧，隔夜美股再度出现波动，成长股为主的纳斯达克跌幅最大，达2.83%，标普500跌2%，道琼斯指数下跌1.6%。黄金同样大跌，逼近8月初底部。</p>\n<p><img src=\"https://static.tigerbbs.com/b7962866effb7038f87e759185895aa7\" tg-width=\"554\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p>针对近期利率的快速上冲和市场的波动，我们针对客户比较关注的几个问题更新如下，供投资者参考。</p>\n<p><b>1、近期利率为何上行？我们认为主要是对美联储减量不断临近的预期修正。</b></p>\n<p>9月FOMC会议传递的各方面信号都是偏鹰派的（《9月FOMC：减量可能很快开启》），给出了强烈的信号减量不出意外的话可能会从11月会议（11月2~3月）开始。我们一再强调，<b>从历史经验来看，长端美债利率往往是在预期阶段先行、而货币政策实际执行时反而筑顶回落。</b>那么，如果11月初就开始执行的话，从现在开始预期修正的“正当时”，<b>因此近期的表现也是符合2013年减量和此前多次加息附近利率变化的历史规律</b>（《关于QE减量的八问八答2021年8月16日~8月22日》）<b>。</b></p>\n<p><img src=\"https://static.tigerbbs.com/b8e5ae260f5bcf689dceb983c0e31583\" tg-width=\"725\" tg-height=\"411\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/38209caea1a20eb734c9bf3f9014dba8\" tg-width=\"913\" tg-height=\"838\" referrerpolicy=\"no-referrer\"></p>\n<p>实际上，美债利率的缓步抬升是从8月初就逐渐开始的，只不过近期在明显鹰派的9月FOMC后明显加速。<b>但是，前期美债利率的走势已经有一些抬升的端倪在酝酿</b>，例如对如大幅低于预期的非农和市场波动的反应都非常钝化、置之不理，从一定程度上说明其计入的负面预期已经较为充分，明显被扭曲的定价再度上行只待一个催化剂而已。</p>\n<p><b>当然，近期疫情的再度改善是一个大背景</b>，而油价的上涨和美联储主席鲍威尔关于通胀的点评（高通胀可能要持续一段时间再度回落）、以及债务上限问题我们认为可能暂时还不是主要因素，这一点从基本持平的通胀预期上看就不言而喻。</p>\n<p><img src=\"https://static.tigerbbs.com/2353026b8e9fc4c43496fd88459ade3b\" tg-width=\"761\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/40e5623ca17ab550d85300874c301b4d\" tg-width=\"867\" tg-height=\"566\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、利率上行由何驱动？实际利率是主导、通胀预期基本持平</b></p>\n<p><b>10年美债9月中旬以来~25个基点的上行中，实际利率贡献19bp，通胀预期贡献6bp</b>。如果是相对8月初的低点，通胀预期更是基本持平不变，这也和我们在专题报告（《实际利率持续为负之“谜”》）中提示的一致。</p>\n<p><img src=\"https://static.tigerbbs.com/51c04db9cc71a521b27c6ca2b2003b4b\" tg-width=\"926\" tg-height=\"568\" referrerpolicy=\"no-referrer\"></p>\n<p>我们认为近期实际利率的上行可以从三个方面去理解：<b>1）实际利率是定价被扭曲最为严重的资产之一</b>，8月初一度创出历史新低，其被扭曲的原因是美联储大量购买和资金的持续涌入。那么，近期流动性退出预期的酝酿、叠加疫情见顶改善，足以触发实际利率扭曲定价的“纠正”；<b>2）通胀预期逐步筑顶也表明全球经济周期已经过了去年底今年初增长加速最快的阶段</b>（美国四季度可能还有环比改善），因此再通胀交易偃旗息鼓；<b>3）实际通胀的走高和通胀预期的变化并非一回事。</b>虽然高通胀还会持续、且局部甚至恶化，但美国通胀环比改善和二手车等供需矛盾的缓解是资产定价的边际更重要的因素，而并非单纯CPI的同比变化。</p>\n<p><b>因此，接下来，我们预计将依然以实际利率为主。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4497367f6fc3a74ca6c94a62c9436ad7\" tg-width=\"1080\" tg-height=\"430\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/39d7ac9fd3d665c7203f977f9de594c6\" tg-width=\"951\" tg-height=\"573\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/228076e573b4679d1172ce5f3a3e838c\" tg-width=\"923\" tg-height=\"566\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/01926eb3a5872a730b1f6b070478fd31\" tg-width=\"1080\" tg-height=\"663\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e860acbb9900406bf7da740b9194bd11\" tg-width=\"909\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>3、接下来利率节奏如何？有什么因素影响？直到11月初正式减量才逐步筑顶，包括债务上限的财政政策可能提供助推</b></p>\n<p>基于上述对利率上行原因的分析，<b>11月初将要举行的FOMC会议</b>，依然是影响近期利率走势的最主要变量。不出意外的话，<b>在此之前，利率整体仍将维持上行态势，直到正式减量兑现，这一部分的预期也将基本计入，届时利率可能逐步筑顶。</b></p>\n<p><b>在此期间，财政政策的一系列进展有可能提到助推效果</b>，类似于2月初1.9万亿财政刺激时的情形。不过考虑到次轮不论是5500亿还是3.5万亿都很难大幅超出市场已知的预期，因此意外的效果不如年初。</p>\n<p><b>至于市场普遍较为关注的债务上限</b>，如果出现逼近违约的意外风险，那么可能促成阶段性的避险而回落，2011年8月便是如此；而如果顺利得到解决的话，边际上TGA账户的再度升高和债券供给增加，则会对利率形成向上支撑。</p>\n<p><img src=\"https://static.tigerbbs.com/796dae4823386723b060a37664c82d6d\" tg-width=\"1015\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此外，近期疫情改善带来的高频指标修复</b>（《美国服务消费有回暖迹象疫情复工周度追踪（9月25日）》），以及接下来非农和通胀数据的改善，也有能给利率上行以更多理由。</p>\n<p><img src=\"https://static.tigerbbs.com/78524f943a46166e14320176726592ce\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/929cf5875a6f91117ffb82594f09f9ba\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p><b>4、点位看到多高？名义利率1.8%，实际利率上行~100bp</b></p>\n<p>我们根据利率的五因子模型和对实际利率解释度较高的M2和储蓄率的历史关系，分别测算10年美债的均衡水平在1.8%附近，而实际利率可能隐含90~100bp的上行空间。</p>\n<p>不过，我们需要强调的是，这一测算只是均衡水平，由于利率走势往往都会超调的经验，过去锚定在一个点位上也并非好的策略。</p>\n<p><img src=\"https://static.tigerbbs.com/6fe2acf44ac789ca0b3bbbe4055f66c2\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9cc66bb9c155ff40d7206d5c5934240d\" tg-width=\"1080\" tg-height=\"651\" referrerpolicy=\"no-referrer\"></p>\n<p><b>5、利率上行如果影响不同市场、资产和资金流向？重点在速度，阶段性风格再平衡，强美元和新兴流出</b></p>\n<p>如我们在《此轮利率上行可能有何异同？》中分析，次轮利率上行由于所处的增长周期和货币周期阶段与年初已然不同，因此相比当时，可能呈现出<b>上行周期比较短</b>（正式减量后逐步筑顶以反映增长预期的逐步回落）、<b>实际利率主导而通胀预期持平甚至回落</b>（流动性退出预期纠正被严重扭曲的实际利率定价，而通胀预期则很难再出现年初大宗商品在当时增长加速和再通胀预期下的大幅抬升）、<b>短端利率同样上行</b>（体现货币政策退出的效果）这三点不同。</p>\n<p><b>对于市场而言，历史不止一次的告诉我们，重要的不在于方向而在于速度和点位。</b>此轮也不例外，8月初利率小幅上行的时候，市场几乎没有太多反应，直到近期利率上行开始加速，<b>目前利率上行的速度逼近我们1.5倍标准差的预期线，值得关注</b>。在此背景下，市场的波动并不意外，也符合我们从9月初就开始提示的波动风险。但是中期来看，美股市场还未到彻底逆转的时候，我们认为短期的回调反而可以提供更好的介入机会，而且当前的估值水平也低于2月初。</p>\n<p><img src=\"https://static.tigerbbs.com/3d304d7a14ce020761cab8720bc3b73d\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f0fc00d9116f115cc14b2a24ae42b053\" tg-width=\"1080\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p>\n<p><b>从风格层面，利率特别是实际利率的上行会阶段性的风格从成长到价值的再平衡</b>，这一经验屡试不爽，近期美股的表现便是如此。但是由于当前的经济周期过了增长加速最快的阶段，<b>我们认为从中期维度很难完全复制去年底今年初的再通胀交易</b>，因此短期的再平衡后，当利率待QE减量开始和增长回落，可能会再度转向成长。</p>\n<p><img src=\"https://static.tigerbbs.com/ed389bf471000ac4796d6cb2661eb0dd\" tg-width=\"1072\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>从不同资产看，最值得一提是黄金的持续走弱。实际利率主导的利率上行对其有直接压制，<b>这也说明当前市场并没有单纯去交易所谓的通胀逻辑，而在看似中国和欧洲呈现类滞胀风险，但却与美国周期割裂的背景下，传统的依靠黄金防通胀的手段也并不奏效。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c22d5b88cf73a391d6a00a2fd2e90d3c\" tg-width=\"953\" tg-height=\"585\" referrerpolicy=\"no-referrer\"></p>\n<p><b>对其他市场而言，由于中国的放缓和新兴市场普遍仍处于疫情的扰动中，与年初相比，美国相比非美国的增长相对优势更大，因此我们预计本轮可能会伴随着美元相对偏强、而新兴市场资金有流出压力的情形</b>。</p>\n<p>去年底和今年初上一轮利率上行期间，中国和大部分新兴市场也处于增长改善和预期加速向上的阶段，这解释了当时资金大量流入包括中国在内的新兴市场、美元走弱、以及大宗商品的快速走高。<b>此外，在利率上行的过程中，中国利率也无法完全免疫，8月初以来基本持平的走势也说明了这一点。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d867f83e97dc0548dcbf3c8aebce5f8\" tg-width=\"1066\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0d867f83e97dc0548dcbf3c8aebce5f8\" tg-width=\"1066\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/29875477d7054f08a78391cd4c633383\" tg-width=\"966\" tg-height=\"591\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/77a5798b866e2017759ac8f7093e0030\" tg-width=\"1080\" tg-height=\"484\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2d01ad3245299a635de80792970ae4\" tg-width=\"955\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47a55383b7abcbcb884f4b6ca2c5f9e9","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103957456","content_text":"过去几日，美债持续快速上行。隔夜10年美债利率一度触及1.57%的6月中以来高位，较8月初的低点已经上行超过40bp。与此同时，美元指数也升至93.8为去年11月以来的高点。在此背景下，叠加对于债务上限临近问题的担忧，隔夜美股再度出现波动，成长股为主的纳斯达克跌幅最大，达2.83%，标普500跌2%，道琼斯指数下跌1.6%。黄金同样大跌，逼近8月初底部。\n\n针对近期利率的快速上冲和市场的波动，我们针对客户比较关注的几个问题更新如下，供投资者参考。\n1、近期利率为何上行？我们认为主要是对美联储减量不断临近的预期修正。\n9月FOMC会议传递的各方面信号都是偏鹰派的（《9月FOMC：减量可能很快开启》），给出了强烈的信号减量不出意外的话可能会从11月会议（11月2~3月）开始。我们一再强调，从历史经验来看，长端美债利率往往是在预期阶段先行、而货币政策实际执行时反而筑顶回落。那么，如果11月初就开始执行的话，从现在开始预期修正的“正当时”，因此近期的表现也是符合2013年减量和此前多次加息附近利率变化的历史规律（《关于QE减量的八问八答2021年8月16日~8月22日》）。\n\n实际上，美债利率的缓步抬升是从8月初就逐渐开始的，只不过近期在明显鹰派的9月FOMC后明显加速。但是，前期美债利率的走势已经有一些抬升的端倪在酝酿，例如对如大幅低于预期的非农和市场波动的反应都非常钝化、置之不理，从一定程度上说明其计入的负面预期已经较为充分，明显被扭曲的定价再度上行只待一个催化剂而已。\n当然，近期疫情的再度改善是一个大背景，而油价的上涨和美联储主席鲍威尔关于通胀的点评（高通胀可能要持续一段时间再度回落）、以及债务上限问题我们认为可能暂时还不是主要因素，这一点从基本持平的通胀预期上看就不言而喻。\n\n2、利率上行由何驱动？实际利率是主导、通胀预期基本持平\n10年美债9月中旬以来~25个基点的上行中，实际利率贡献19bp，通胀预期贡献6bp。如果是相对8月初的低点，通胀预期更是基本持平不变，这也和我们在专题报告（《实际利率持续为负之“谜”》）中提示的一致。\n\n我们认为近期实际利率的上行可以从三个方面去理解：1）实际利率是定价被扭曲最为严重的资产之一，8月初一度创出历史新低，其被扭曲的原因是美联储大量购买和资金的持续涌入。那么，近期流动性退出预期的酝酿、叠加疫情见顶改善，足以触发实际利率扭曲定价的“纠正”；2）通胀预期逐步筑顶也表明全球经济周期已经过了去年底今年初增长加速最快的阶段（美国四季度可能还有环比改善），因此再通胀交易偃旗息鼓；3）实际通胀的走高和通胀预期的变化并非一回事。虽然高通胀还会持续、且局部甚至恶化，但美国通胀环比改善和二手车等供需矛盾的缓解是资产定价的边际更重要的因素，而并非单纯CPI的同比变化。\n因此，接下来，我们预计将依然以实际利率为主。\n\n3、接下来利率节奏如何？有什么因素影响？直到11月初正式减量才逐步筑顶，包括债务上限的财政政策可能提供助推\n基于上述对利率上行原因的分析，11月初将要举行的FOMC会议，依然是影响近期利率走势的最主要变量。不出意外的话，在此之前，利率整体仍将维持上行态势，直到正式减量兑现，这一部分的预期也将基本计入，届时利率可能逐步筑顶。\n在此期间，财政政策的一系列进展有可能提到助推效果，类似于2月初1.9万亿财政刺激时的情形。不过考虑到次轮不论是5500亿还是3.5万亿都很难大幅超出市场已知的预期，因此意外的效果不如年初。\n至于市场普遍较为关注的债务上限，如果出现逼近违约的意外风险，那么可能促成阶段性的避险而回落，2011年8月便是如此；而如果顺利得到解决的话，边际上TGA账户的再度升高和债券供给增加，则会对利率形成向上支撑。\n\n此外，近期疫情改善带来的高频指标修复（《美国服务消费有回暖迹象疫情复工周度追踪（9月25日）》），以及接下来非农和通胀数据的改善，也有能给利率上行以更多理由。\n\n4、点位看到多高？名义利率1.8%，实际利率上行~100bp\n我们根据利率的五因子模型和对实际利率解释度较高的M2和储蓄率的历史关系，分别测算10年美债的均衡水平在1.8%附近，而实际利率可能隐含90~100bp的上行空间。\n不过，我们需要强调的是，这一测算只是均衡水平，由于利率走势往往都会超调的经验，过去锚定在一个点位上也并非好的策略。\n\n5、利率上行如果影响不同市场、资产和资金流向？重点在速度，阶段性风格再平衡，强美元和新兴流出\n如我们在《此轮利率上行可能有何异同？》中分析，次轮利率上行由于所处的增长周期和货币周期阶段与年初已然不同，因此相比当时，可能呈现出上行周期比较短（正式减量后逐步筑顶以反映增长预期的逐步回落）、实际利率主导而通胀预期持平甚至回落（流动性退出预期纠正被严重扭曲的实际利率定价，而通胀预期则很难再出现年初大宗商品在当时增长加速和再通胀预期下的大幅抬升）、短端利率同样上行（体现货币政策退出的效果）这三点不同。\n对于市场而言，历史不止一次的告诉我们，重要的不在于方向而在于速度和点位。此轮也不例外，8月初利率小幅上行的时候，市场几乎没有太多反应，直到近期利率上行开始加速，目前利率上行的速度逼近我们1.5倍标准差的预期线，值得关注。在此背景下，市场的波动并不意外，也符合我们从9月初就开始提示的波动风险。但是中期来看，美股市场还未到彻底逆转的时候，我们认为短期的回调反而可以提供更好的介入机会，而且当前的估值水平也低于2月初。\n\n从风格层面，利率特别是实际利率的上行会阶段性的风格从成长到价值的再平衡，这一经验屡试不爽，近期美股的表现便是如此。但是由于当前的经济周期过了增长加速最快的阶段，我们认为从中期维度很难完全复制去年底今年初的再通胀交易，因此短期的再平衡后，当利率待QE减量开始和增长回落，可能会再度转向成长。\n\n从不同资产看，最值得一提是黄金的持续走弱。实际利率主导的利率上行对其有直接压制，这也说明当前市场并没有单纯去交易所谓的通胀逻辑，而在看似中国和欧洲呈现类滞胀风险，但却与美国周期割裂的背景下，传统的依靠黄金防通胀的手段也并不奏效。\n\n对其他市场而言，由于中国的放缓和新兴市场普遍仍处于疫情的扰动中，与年初相比，美国相比非美国的增长相对优势更大，因此我们预计本轮可能会伴随着美元相对偏强、而新兴市场资金有流出压力的情形。\n去年底和今年初上一轮利率上行期间，中国和大部分新兴市场也处于增长改善和预期加速向上的阶段，这解释了当时资金大量流入包括中国在内的新兴市场、美元走弱、以及大宗商品的快速走高。此外，在利率上行的过程中，中国利率也无法完全免疫，8月初以来基本持平的走势也说明了这一点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862419411,"gmtCreate":1632901248133,"gmtModify":1632901248299,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Daily(SOXL)$各位大侠，大家有设止损点吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191991200","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":108214740,"gmtCreate":1620029919980,"gmtModify":1631892734778,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"快点涨","listText":"快点涨","text":"快点涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108214740","repostId":"1116427339","repostType":4,"repost":{"id":"1116427339","pubTimestamp":1620028067,"share":"https://www.laohu8.com/m/news/1116427339?lang=&edition=full","pubTime":"2021-05-03 15:47","market":"us","language":"zh","title":"台积电称能在六月前满足市场最低汽车芯片需求","url":"https://stock-news.laohu8.com/highlight/detail?id=1116427339","media":"新浪科技","summary":"作为蓬勃发展的半导体产业所在地，台积电变成了解决这一问题的前沿和中心。","content":"<p>北京时间5月3日下午消息，据报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）董事长向媒体表示预计6月底前能够满足客户对汽车芯片的“最低需求”。</p><p>由于芯片短缺，世界各地的汽车制造商都在关闭自己的装配线。除此之外，美国政府对中国芯片工厂采取的一些行动也在某些情况下加剧了这种短缺。</p><p>作为蓬勃发展的半导体产业所在地，台积电变成了解决这一问题的前沿和中心。</p><p>台积电董事长Mark Liu周日在接受媒体节目采访时说，他们是去年12月第一次听说芯片短缺的消息，从那之后的一个月台积电就开始试图为汽车制造商尽可能多地产出芯片。</p><p>Liu说：“现在，我们认为我们领先了两个月，我们可以在6月底之前满足客户的最低需求。”</p><p>当被问及他的意思是不是汽车芯片短缺问题将在两个月内被解决时，他回答说“不是”。</p><p>Liu表示：“芯片供应有一个时间延迟。特别是在汽车芯片领域，供应链既长又复杂。供应大约需要7到8个月。”</p><p>台积电目前是全球最大的代工芯片制造商。</p>","source":"sina_tech","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>台积电称能在六月前满足市场最低汽车芯片需求</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; 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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台积电称能在六月前满足市场最低汽车芯片需求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 15:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-05-03/doc-ikmxzfmm0372963.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间5月3日下午消息，据报道，台积电（TSMC）董事长向媒体表示预计6月底前能够满足客户对汽车芯片的“最低需求”。由于芯片短缺，世界各地的汽车制造商都在关闭自己的装配线。除此之外，美国政府对中国芯片工厂采取的一些行动也在某些情况下加剧了这种短缺。作为蓬勃发展的半导体产业所在地，台积电变成了解决这一问题的前沿和中心。台积电董事长Mark Liu周日在接受媒体节目采访时说，他们是去年12月第一次...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-05-03/doc-ikmxzfmm0372963.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"https://finance.sina.com.cn/tech/2021-05-03/doc-ikmxzfmm0372963.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116427339","content_text":"北京时间5月3日下午消息，据报道，台积电（TSMC）董事长向媒体表示预计6月底前能够满足客户对汽车芯片的“最低需求”。由于芯片短缺，世界各地的汽车制造商都在关闭自己的装配线。除此之外，美国政府对中国芯片工厂采取的一些行动也在某些情况下加剧了这种短缺。作为蓬勃发展的半导体产业所在地，台积电变成了解决这一问题的前沿和中心。台积电董事长Mark Liu周日在接受媒体节目采访时说，他们是去年12月第一次听说芯片短缺的消息，从那之后的一个月台积电就开始试图为汽车制造商尽可能多地产出芯片。Liu说：“现在，我们认为我们领先了两个月，我们可以在6月底之前满足客户的最低需求。”当被问及他的意思是不是汽车芯片短缺问题将在两个月内被解决时，他回答说“不是”。Liu表示：“芯片供应有一个时间延迟。特别是在汽车芯片领域，供应链既长又复杂。供应大约需要7到8个月。”台积电目前是全球最大的代工芯片制造商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":864729973,"gmtCreate":1633150964945,"gmtModify":1633151141005,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中概股都得被血洗吗？","listText":"中概股都得被血洗吗？","text":"中概股都得被血洗吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864729973","repostId":"2172957049","repostType":4,"repost":{"id":"2172957049","pubTimestamp":1633077360,"share":"https://www.laohu8.com/m/news/2172957049?lang=&edition=full","pubTime":"2021-10-01 16:36","market":"sh","language":"zh","title":"消息称美贸易代表戴琪下周一将公布拜登政府对华贸易战略","url":"https://stock-news.laohu8.com/highlight/detail?id=2172957049","media":"环球网","summary":"据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一 将在位于华盛顿的智库“战略研究中心”发表演讲，公布拜登政府的美中贸易关系战略。　　此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。","content":"<p>【环球网综合报道】据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一（10月4日）将在位于华盛顿的智库“战略研究中心”（Center for Strategic Studies）发表演讲，公布拜登政府的美中贸易关系战略。</p>\n<p>此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。</p>\n<p><img src=\"https://static.tigerbbs.com/d2db007fe46adaa8a6902aecd7dc5cbb\" tg-width=\"556\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>路透社：美国贸易代表戴琪周一将公布拜登政府对中国的贸易战略</p>\n<p>路透社称，戴琪将于美东时间下周一（10月4日）上午10时发表演说，这将是美国前总统特朗普2019年初与北京达成的“第一阶段”美中贸易协议最后三个月的开端，该协议缓和了全球两大经济体（美国和中国）之间的关税战。</p>\n<p><img src=\"https://static.tigerbbs.com/678b3998d292cee8c19c27e4a1ea1260\" tg-width=\"551\" tg-height=\"315\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">美国贸易代表戴琪资料图</p>\n<p>关于中美经贸关系，中国商务部新闻发言人束珏婷9月30日表示，中美经贸关系的本质是互利共赢，双方经贸往来与合作符合两国和两国人民的根本利益，也有利于整个世界。希望双方共同努力，为双边经贸关系健康稳定发展创造条件。双方经贸团队一直保持着正常沟通，如有进一步消息，将及时发布。</p>\n<p>对于中方对近期中美两国贸易是否有新的考虑，束珏婷当时表示，中方始终认为，加征关税不利于中国，不利于美国，不利于世界经济复苏。在当前全球通胀压力加大的形势下，关税给两国企业和消费者造成很大压力和损失。</p>","source":"sina","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>消息称美贸易代表戴琪下周一将公布拜登政府对华贸易战略</title>\n<style 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href=\"https://finance.sina.com.cn/world/2021-10-01/doc-iktzscyx7449755.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0bb8e90cfe187914a988d67a8c088582","relate_stocks":{},"source_url":"https://finance.sina.com.cn/world/2021-10-01/doc-iktzscyx7449755.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2172957049","content_text":"【环球网综合报道】据路透社报道，美国贸易代表办公室当地时间9月30日在一份声明中表示，贸易代表戴琪下周一（10月4日）将在位于华盛顿的智库“战略研究中心”（Center for Strategic Studies）发表演讲，公布拜登政府的美中贸易关系战略。\n此时，距离拜登政府上台已经过了将近9个月。拜登上台后，在很多方面打破了特朗普时期的做法，但在对华贸易政策仍沿袭着老旧的做法，令多方失望。\n\n路透社：美国贸易代表戴琪周一将公布拜登政府对中国的贸易战略\n路透社称，戴琪将于美东时间下周一（10月4日）上午10时发表演说，这将是美国前总统特朗普2019年初与北京达成的“第一阶段”美中贸易协议最后三个月的开端，该协议缓和了全球两大经济体（美国和中国）之间的关税战。\n美国贸易代表戴琪资料图\n关于中美经贸关系，中国商务部新闻发言人束珏婷9月30日表示，中美经贸关系的本质是互利共赢，双方经贸往来与合作符合两国和两国人民的根本利益，也有利于整个世界。希望双方共同努力，为双边经贸关系健康稳定发展创造条件。双方经贸团队一直保持着正常沟通，如有进一步消息，将及时发布。\n对于中方对近期中美两国贸易是否有新的考虑，束珏婷当时表示，中方始终认为，加征关税不利于中国，不利于美国，不利于世界经济复苏。在当前全球通胀压力加大的形势下，关税给两国企业和消费者造成很大压力和损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":180744373,"gmtCreate":1623229343692,"gmtModify":1631888920256,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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23:47","market":"us","language":"zh","title":"比特币短线下挫，区块链股纷纷刷新日低","url":"https://stock-news.laohu8.com/highlight/detail?id=1154388156","media":"老虎资讯综合","summary":"4月19日，比特币短线下挫近900美元，现报54589.7美元/枚。美股区块链股集体下跌，纷纷刷新日低；亿邦国际跌超15%；嘉楠耘智、第九城市跌14%，Marathon Digital跌13%，Rio","content":"<p>4月19日，比特币短线下挫近900美元，现报54589.7美元/枚。美股区块链股集体下跌，纷纷刷新日低；<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌超15%；嘉楠耘智、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>跌14%，Marathon Digital跌13%，Riot Blockchain跌超12%。</p><p><img src=\"https://static.tigerbbs.com/1c2e40ac7bb80efaea08b69f9861c436\" tg-width=\"840\" tg-height=\"470\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币短线下挫，区块链股纷纷刷新日低</title>\n<style 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href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌超15%；嘉楠耘智、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>跌14%，Marathon Digital跌13%，Riot Blockchain跌超12%。</p><p><img src=\"https://static.tigerbbs.com/1c2e40ac7bb80efaea08b69f9861c436\" tg-width=\"840\" tg-height=\"470\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38437c39c3981e6d4f1a65407a610d0f","relate_stocks":{"NCTY":"第九城市"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154388156","content_text":"4月19日，比特币短线下挫近900美元，现报54589.7美元/枚。美股区块链股集体下跌，纷纷刷新日低；亿邦国际跌超15%；嘉楠耘智、第九城市跌14%，Marathon Digital跌13%，Riot Blockchain跌超12%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370839537,"gmtCreate":1618570317829,"gmtModify":1631892734838,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>扶不起的阿斗，什么时候漲回本，马上抛","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>扶不起的阿斗，什么时候漲回本，马上抛","text":"$Palantir Technologies Inc.(PLTR)$扶不起的阿斗，什么时候漲回本，马上抛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370839537","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862419411,"gmtCreate":1632901248133,"gmtModify":1632901248299,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>什么时候回本呢","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>什么时候回本呢","text":"$Altimeter Growth Corp.(AGC)$什么时候回本呢","images":[{"img":"https://static.tigerbbs.com/41f22cff3feac82613022b04a9d02948","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862419411","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":861802421,"gmtCreate":1632477497563,"gmtModify":1632719989850,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"等跌","listText":"等跌","text":"等跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861802421","repostId":"1195023492","repostType":4,"repost":{"id":"1195023492","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":1632474299,"share":"https://www.laohu8.com/m/news/1195023492?lang=&edition=full","pubTime":"2021-09-24 17:04","market":"us","language":"zh","title":"知名基金经理：我为何清仓特斯拉，错失大部分涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1195023492","media":"老虎资讯综合","summary":"丹尼斯·林奇（Dennis Lynch）解释了为什么他卖掉了特斯拉，却拥有比特币。\n\n成功的创新让客户的生活更美好，但这并不一定会使这些公司成为好的投资。\n摩根士丹利投资管理公司Counterpoin","content":"<p>丹尼斯·林奇（Dennis Lynch）解释了为什么他卖掉了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，却拥有比特币。</p>\n<p><img src=\"https://static.tigerbbs.com/2ce8e1b0bf8a8b1ede55053b112d6259\" tg-width=\"700\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p>成功的创新让客户的生活更美好，但这并不一定会使这些公司成为好的投资。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>投资管理公司Counterpoint Global负责人丹尼斯·林奇（Dennis Lynch）周四表示：“在某些情况下，创新只会帮助我们所有人拥有更高的生活质量，但这并不意味着直接有一项投资或一家公司从这股顺风中产生。”。他的团队为摩根士丹利管理多个增长股票策略，包括摩根士丹利机构初始投资组合，截至8月底，该投资组合的平均年回报率为49.71%，而罗素2000成长指数的年回报率为12.27%。</p>\n<p>林奇是华尔街知名基金经理，在去年《华尔街日报》进行的“赢家圈”（Winners' Circle）评选当中脱颖而出，成为了全美排名第一的投资经理人。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4198823b9c6e307e23d980543bfb87e2\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>丹尼斯·林奇</span></p>\n<p>电动汽车就是这样一个行业，这也是林奇几年前卖掉他在特斯拉所有股份的原因。</p>\n<p>林奇说，大约六年前，当第一份消费者报告对这款汽车的评论发表时，他持有这家电动汽车制造商的股票，处于“小而投机的状态”。他说，当时，该公司开始有了“真正的收入来源”。</p>\n<p>该团队在大约三年后出售了这些股票，错过了特斯拉股价的大部分上涨。</p>\n<p>林奇在解释他的决定时说，销售汽车是一项艰难的生意，而电动汽车对普通消费者来说意味着价格昂贵。</p>\n<p>这也归结为他用来评估颠覆性公司的一个指标：关注单位经济性。</p>\n<p>特斯拉资本密集度高，需要不断从资本市场获得资金。他说：“这不一定是坏事，但它确实让你在不确定的时候处于一种潜在的境地，即依靠陌生人的善意来延续这种商业模式。”</p>\n<p>林奇承认，创始人埃隆·马斯克（Elon Musk）做了“非常了不起的事情”，但他把关注点放在了公司能否盈利的问题上。</p>\n<p>他说：“当你依赖资本市场，梦想远大时，鼓舞人心和做出可能无法兑现的承诺之间只有一线之隔。”</p>\n<p>他说：“从我们清仓以来特斯拉的（股价）表现异常出色的意义上说，我们错了。但我认为这是一个很难选出最终赢家的领域，尤其是在当前的价格下。”</p>\n<p>林奇与价值基金管理公司Oakmark Funds的知名投资组合经理兼美国股票首席投资官比尔·尼格伦（Bill Nygren）在一个关于颠覆性公司的小组讨论会上发表了讲话。尼格伦对颠覆性公司也有自己的看法，他指出，投资者往往忽视了该领域中可能正在自我创新的大公司。</p>\n<p>他说，一个例子是Allison Transmission，该公司为重型越野卡车制造变速器，包括完全集成的电动轴。Oakmark Select基金拥有这家总部位于印第安纳波利斯的公司的股份。</p>\n<p>截至8月底，Oakmark Select指数在三年内的年化收益率为13.14%，落后于标准普尔500指数，但自1996年11月成立以来，该指数以12.46%的年化收益率超越该指数。</p>\n<p>尼格伦说，转向电动汽车将极大地改变这一业务，市场对Allison电动汽车业务的估值与对其他纯电动汽车公司的估值类似。</p>\n<p>另一方面，林奇表示，他并不反对在一家未经证实的公司上冒险。他的团队愿意在公司以小博大，而不是做持有或不持有的二元选择。</p>\n<p>至于加密货币，林奇在比特币和Square上的仓位较小。比特币作为一种趋势具有持续性，这是他看待创新时使用的指标之一。关于加密货币随价格涨跌的讨论，一些批评者表示，加密货币不会每次下跌都持续，只会反弹。“我想说比特币有点像南方公园的肯尼，你知道，这家伙每集都死了，然后他又回来了，”他说。</p>\n<p>他将比特币称为“抗脆弱”，这是一种从无序中获得的东西，他也喜欢把这种无序作为一种潜在的多样化工具。林奇说，一个主要风险是政府可能会禁止这些替代货币，但总体而言，一个小的投机头寸是值得的。</p>\n<p>他说：“比特币以一种较小的方式存在于投资组合中，当我们的投资组合中的其他部分出现问题时，它可能是一种可以走对的东西……十年后，考虑到比特币的持续性，值得进行一次小小的押注。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>知名基金经理：我为何清仓特斯拉，错失大部分涨幅</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知名基金经理：我为何清仓特斯拉，错失大部分涨幅\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-24 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>丹尼斯·林奇（Dennis Lynch）解释了为什么他卖掉了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，却拥有比特币。</p>\n<p><img src=\"https://static.tigerbbs.com/2ce8e1b0bf8a8b1ede55053b112d6259\" tg-width=\"700\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p>成功的创新让客户的生活更美好，但这并不一定会使这些公司成为好的投资。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>投资管理公司Counterpoint Global负责人丹尼斯·林奇（Dennis Lynch）周四表示：“在某些情况下，创新只会帮助我们所有人拥有更高的生活质量，但这并不意味着直接有一项投资或一家公司从这股顺风中产生。”。他的团队为摩根士丹利管理多个增长股票策略，包括摩根士丹利机构初始投资组合，截至8月底，该投资组合的平均年回报率为49.71%，而罗素2000成长指数的年回报率为12.27%。</p>\n<p>林奇是华尔街知名基金经理，在去年《华尔街日报》进行的“赢家圈”（Winners' Circle）评选当中脱颖而出，成为了全美排名第一的投资经理人。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4198823b9c6e307e23d980543bfb87e2\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>丹尼斯·林奇</span></p>\n<p>电动汽车就是这样一个行业，这也是林奇几年前卖掉他在特斯拉所有股份的原因。</p>\n<p>林奇说，大约六年前，当第一份消费者报告对这款汽车的评论发表时，他持有这家电动汽车制造商的股票，处于“小而投机的状态”。他说，当时，该公司开始有了“真正的收入来源”。</p>\n<p>该团队在大约三年后出售了这些股票，错过了特斯拉股价的大部分上涨。</p>\n<p>林奇在解释他的决定时说，销售汽车是一项艰难的生意，而电动汽车对普通消费者来说意味着价格昂贵。</p>\n<p>这也归结为他用来评估颠覆性公司的一个指标：关注单位经济性。</p>\n<p>特斯拉资本密集度高，需要不断从资本市场获得资金。他说：“这不一定是坏事，但它确实让你在不确定的时候处于一种潜在的境地，即依靠陌生人的善意来延续这种商业模式。”</p>\n<p>林奇承认，创始人埃隆·马斯克（Elon Musk）做了“非常了不起的事情”，但他把关注点放在了公司能否盈利的问题上。</p>\n<p>他说：“当你依赖资本市场，梦想远大时，鼓舞人心和做出可能无法兑现的承诺之间只有一线之隔。”</p>\n<p>他说：“从我们清仓以来特斯拉的（股价）表现异常出色的意义上说，我们错了。但我认为这是一个很难选出最终赢家的领域，尤其是在当前的价格下。”</p>\n<p>林奇与价值基金管理公司Oakmark Funds的知名投资组合经理兼美国股票首席投资官比尔·尼格伦（Bill Nygren）在一个关于颠覆性公司的小组讨论会上发表了讲话。尼格伦对颠覆性公司也有自己的看法，他指出，投资者往往忽视了该领域中可能正在自我创新的大公司。</p>\n<p>他说，一个例子是Allison Transmission，该公司为重型越野卡车制造变速器，包括完全集成的电动轴。Oakmark Select基金拥有这家总部位于印第安纳波利斯的公司的股份。</p>\n<p>截至8月底，Oakmark Select指数在三年内的年化收益率为13.14%，落后于标准普尔500指数，但自1996年11月成立以来，该指数以12.46%的年化收益率超越该指数。</p>\n<p>尼格伦说，转向电动汽车将极大地改变这一业务，市场对Allison电动汽车业务的估值与对其他纯电动汽车公司的估值类似。</p>\n<p>另一方面，林奇表示，他并不反对在一家未经证实的公司上冒险。他的团队愿意在公司以小博大，而不是做持有或不持有的二元选择。</p>\n<p>至于加密货币，林奇在比特币和Square上的仓位较小。比特币作为一种趋势具有持续性，这是他看待创新时使用的指标之一。关于加密货币随价格涨跌的讨论，一些批评者表示，加密货币不会每次下跌都持续，只会反弹。“我想说比特币有点像南方公园的肯尼，你知道，这家伙每集都死了，然后他又回来了，”他说。</p>\n<p>他将比特币称为“抗脆弱”，这是一种从无序中获得的东西，他也喜欢把这种无序作为一种潜在的多样化工具。林奇说，一个主要风险是政府可能会禁止这些替代货币，但总体而言，一个小的投机头寸是值得的。</p>\n<p>他说：“比特币以一种较小的方式存在于投资组合中，当我们的投资组合中的其他部分出现问题时，它可能是一种可以走对的东西……十年后，考虑到比特币的持续性，值得进行一次小小的押注。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4198823b9c6e307e23d980543bfb87e2","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195023492","content_text":"丹尼斯·林奇（Dennis Lynch）解释了为什么他卖掉了特斯拉，却拥有比特币。\n\n成功的创新让客户的生活更美好，但这并不一定会使这些公司成为好的投资。\n摩根士丹利投资管理公司Counterpoint Global负责人丹尼斯·林奇（Dennis Lynch）周四表示：“在某些情况下，创新只会帮助我们所有人拥有更高的生活质量，但这并不意味着直接有一项投资或一家公司从这股顺风中产生。”。他的团队为摩根士丹利管理多个增长股票策略，包括摩根士丹利机构初始投资组合，截至8月底，该投资组合的平均年回报率为49.71%，而罗素2000成长指数的年回报率为12.27%。\n林奇是华尔街知名基金经理，在去年《华尔街日报》进行的“赢家圈”（Winners' Circle）评选当中脱颖而出，成为了全美排名第一的投资经理人。\n丹尼斯·林奇\n电动汽车就是这样一个行业，这也是林奇几年前卖掉他在特斯拉所有股份的原因。\n林奇说，大约六年前，当第一份消费者报告对这款汽车的评论发表时，他持有这家电动汽车制造商的股票，处于“小而投机的状态”。他说，当时，该公司开始有了“真正的收入来源”。\n该团队在大约三年后出售了这些股票，错过了特斯拉股价的大部分上涨。\n林奇在解释他的决定时说，销售汽车是一项艰难的生意，而电动汽车对普通消费者来说意味着价格昂贵。\n这也归结为他用来评估颠覆性公司的一个指标：关注单位经济性。\n特斯拉资本密集度高，需要不断从资本市场获得资金。他说：“这不一定是坏事，但它确实让你在不确定的时候处于一种潜在的境地，即依靠陌生人的善意来延续这种商业模式。”\n林奇承认，创始人埃隆·马斯克（Elon Musk）做了“非常了不起的事情”，但他把关注点放在了公司能否盈利的问题上。\n他说：“当你依赖资本市场，梦想远大时，鼓舞人心和做出可能无法兑现的承诺之间只有一线之隔。”\n他说：“从我们清仓以来特斯拉的（股价）表现异常出色的意义上说，我们错了。但我认为这是一个很难选出最终赢家的领域，尤其是在当前的价格下。”\n林奇与价值基金管理公司Oakmark Funds的知名投资组合经理兼美国股票首席投资官比尔·尼格伦（Bill Nygren）在一个关于颠覆性公司的小组讨论会上发表了讲话。尼格伦对颠覆性公司也有自己的看法，他指出，投资者往往忽视了该领域中可能正在自我创新的大公司。\n他说，一个例子是Allison Transmission，该公司为重型越野卡车制造变速器，包括完全集成的电动轴。Oakmark Select基金拥有这家总部位于印第安纳波利斯的公司的股份。\n截至8月底，Oakmark Select指数在三年内的年化收益率为13.14%，落后于标准普尔500指数，但自1996年11月成立以来，该指数以12.46%的年化收益率超越该指数。\n尼格伦说，转向电动汽车将极大地改变这一业务，市场对Allison电动汽车业务的估值与对其他纯电动汽车公司的估值类似。\n另一方面，林奇表示，他并不反对在一家未经证实的公司上冒险。他的团队愿意在公司以小博大，而不是做持有或不持有的二元选择。\n至于加密货币，林奇在比特币和Square上的仓位较小。比特币作为一种趋势具有持续性，这是他看待创新时使用的指标之一。关于加密货币随价格涨跌的讨论，一些批评者表示，加密货币不会每次下跌都持续，只会反弹。“我想说比特币有点像南方公园的肯尼，你知道，这家伙每集都死了，然后他又回来了，”他说。\n他将比特币称为“抗脆弱”，这是一种从无序中获得的东西，他也喜欢把这种无序作为一种潜在的多样化工具。林奇说，一个主要风险是政府可能会禁止这些替代货币，但总体而言，一个小的投机头寸是值得的。\n他说：“比特币以一种较小的方式存在于投资组合中，当我们的投资组合中的其他部分出现问题时，它可能是一种可以走对的东西……十年后，考虑到比特币的持续性，值得进行一次小小的押注。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119000147,"gmtCreate":1622506979389,"gmtModify":1631892734754,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大跌吧","listText":"大跌吧","text":"大跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119000147","repostId":"2140451538","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823936159,"gmtCreate":1633570462500,"gmtModify":1633570462667,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>when will you wake up?","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>when will you wake up?","text":"$Altimeter Growth Corp.(AGC)$when will you wake up?","images":[{"img":"https://static.tigerbbs.com/ec3e181f15addf1b1f4b16a9a8467a2a","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823936159","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":861806105,"gmtCreate":1632477346107,"gmtModify":1632720010858,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>暴跌呀","listText":"<a href=\"https://laohu8.com/S/DIS\">$迪士尼(DIS)$</a>暴跌呀","text":"$迪士尼(DIS)$暴跌呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861806105","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690006540,"gmtCreate":1639611158377,"gmtModify":1639611158456,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"又要跌了吗？","listText":"又要跌了吗？","text":"又要跌了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690006540","repostId":"2191949299","repostType":4,"repost":{"id":"2191949299","pubTimestamp":1639610853,"share":"https://www.laohu8.com/m/news/2191949299?lang=&edition=full","pubTime":"2021-12-16 07:27","market":"hk","language":"zh","title":"一文看懂鲍威尔发布会（要点总结）","url":"https://stock-news.laohu8.com/highlight/detail?id=2191949299","media":"市场资讯","summary":"美联储主席鲍威尔在利率决议后的新闻发布会上强调，美国的高通胀是加速缩减购债的原因。以下为鲍威尔12月新闻发布会要点总结：缩减购债：更高的通胀和更快的就业进展是加快缩减购债的原因。如果需要的话，美联储会准备提高利率，并不认为美联储落后于形势。美联储将使用工具来支持劳动力市场，并防止高通胀变得根深蒂固。高通胀是对充分就业的首要威胁。通胀和新冠疫情是实现充分就业的两大威胁。","content":"<p>美联储周三宣布，将月度购债规模减少300亿美元，幅度是之前的两倍，“点阵图”则暗示未来加息路径比市场预期鹰派，官员们认为明年进行三次幅度25个基点的加息将是合适的。美联储主席鲍威尔在利率决议后的新闻发布会上强调，美国的高通胀是加速缩减购债的原因。缩减购债结束和开始加息之间不会间隔太长时间，可能在实现充分就业前加息。</p>\n<p>鲍威尔还表示，如有必要，美联储会准备提高利率，而针对市场对美联储行动方面的批评，鲍威尔称他并不认为美联储落后于形势。</p>\n<p>以下为鲍威尔12月新闻发布会要点总结：</p>\n<blockquote>\n <b>缩减购债</b>：更高的通胀和更快的就业进展是加快缩减购债的原因。美联储正处于2022年3月中旬完成缩减购债的正轨之上，这将比之前的计划要提前几个月时间。美联储距离完成宽松仅剩下两次FOMC货币政策会议，美国经济已不再需要大规模宽松货币政策的支持。美联储希望有条不紊地完成缩减购债，而不是一蹴而就地结束。\n</blockquote>\n<blockquote>\n <b>加息立场</b>：在缩减购债还在进行的时候，加息是不合适的。如果需要的话，美联储会准备提高利率，并不认为美联储落后于形势。美联储还未就结束缩债后停止一段时间再加息的事情作出决定，将在未来的会议上讨论何时结束紧缩政策以及何时加息。从结束缩债到加息的时间不太可能和上个周期一样长。FOMC利率预期并不意味着美联储有一个加息计划，可能会在实现充分就业之前就加息。\n</blockquote>\n<blockquote>\n <b>通胀评估</b>：美国通胀偏高，迫使美联储加速缩减购债。高通胀给人们带来了巨大的困难，现在物价上涨的范围更广了。劳工节以来，美国通胀顽固地处于高位的态势变得明朗化。通胀可能会变得更加顽固，这是一个实实在在的风险。美联储将使用工具来支持劳动力市场，并防止高通胀变得根深蒂固。\n</blockquote>\n<blockquote>\n <b>就业市场</b>：美国经济在实现最大化就业方面正迅速取得进展，预计明年将实现充分就业。高通胀是对充分就业的首要威胁。对新冠疫情的顾虑和缺乏儿童保育都伤害到劳动力参与率，人口趋势可能会降低长期就业参与率。股市上涨和房价上涨等问题可能造成人们退出劳动力市场。\n</blockquote>\n<blockquote>\n <b>金融市场</b>：股票等资产的估值在一定程度上偏高。企业债务偏高，但违约率非常低。对美国证券交易委员会（SEC）针对货币市场基金采取行动表示赞赏。需仔细研究稳定币是否受到合理的监管，那些投机性的加密数字货币是风险，但不至于构成金融稳定性风险。网络袭击将是重大的金融稳定性风险。\n</blockquote>\n<blockquote>\n <b>新冠疫情</b>：美国民众正学习与新冠病毒共存。近期美国新冠病例的增加和奥密克戎变异毒株均对美国经济构成风险。通胀和新冠疫情是实现充分就业的两大威胁。\n</blockquote>","source":"sina_symbol","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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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一文看懂鲍威尔发布会（要点总结）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 07:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyamrmy9234354.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储周三宣布，将月度购债规模减少300亿美元，幅度是之前的两倍，“点阵图”则暗示未来加息路径比市场预期鹰派，官员们认为明年进行三次幅度25个基点的加息将是合适的。美联储主席鲍威尔在利率决议后的新闻发布会上强调，美国的高通胀是加速缩减购债的原因。缩减购债结束和开始加息之间不会间隔太长时间，可能在实现充分就业前加息。\n鲍威尔还表示，如有必要，美联储会准备提高利率，而针对市场对美联储行动方面的批评，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-16/doc-ikyamrmy9234354.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","QQQ":"纳指100ETF","SSO":"两倍做多标普500ETF","BK4504":"桥水持仓","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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23:58","market":"sh","language":"zh","title":"特斯拉回应：我们珍惜每一个客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2128089213","media":"华尔街见闻","summary":"特斯拉回应：我们珍惜每一个客户，所以我们愿意公开承诺：如果是特斯拉产品的问题，特斯拉一定坚决负责到底，该赔的赔、该罚的罚。这是我们一贯的态度和处理方式。","content":"<span style=\"text-align: justify; white-space: pre-wrap; -webkit-text-size-adjust: 100%;\">特斯拉回应：我们珍惜每一个客户，所以我们愿意公开承诺：如果是特斯拉产品的问题，特斯拉一定坚决负责到底，该赔的赔、该罚的罚。这是我们一贯的态度和处理方式。</span>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉回应：我们珍惜每一个客户</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2128089213","content_text":"特斯拉回应：我们珍惜每一个客户，所以我们愿意公开承诺：如果是特斯拉产品的问题，特斯拉一定坚决负责到底，该赔的赔、该罚的罚。这是我们一贯的态度和处理方式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347251129,"gmtCreate":1618497983761,"gmtModify":1631892734850,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>天天跌。。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>天天跌。。","text":"$Palantir Technologies Inc.(PLTR)$天天跌。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347251129","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359306475,"gmtCreate":1616335325297,"gmtModify":1634526310173,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359306475","repostId":"1151684793","repostType":2,"repost":{"id":"1151684793","pubTimestamp":1616054223,"share":"https://www.laohu8.com/m/news/1151684793?lang=&edition=full","pubTime":"2021-03-18 15:57","market":"us","language":"en","title":"Here's Why Palantir Is a Must-Have Stock for Long Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1151684793","media":"Motley Fool","summary":"In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in every","content":"<p>In this video, I will be talking about<b>Palantir</b>(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.</p><p>Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up with<b>Amazon</b>(NASDAQ:AMZN)Web Services.</p><p>The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Palantir Is a Must-Have Stock for Long Term Investors</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\">\nHere's Why Palantir Is a Must-Have Stock for Long Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 15:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151684793","content_text":"In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up withAmazon(NASDAQ:AMZN)Web Services.The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852990907,"gmtCreate":1635230745726,"gmtModify":1635230745896,"author":{"id":"3577336123110411","authorId":"3577336123110411","name":"JingLing","avatar":"https://static.tigerbbs.com/49004d05ce36f8b76a711bb807b51ba3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01816\">$中广核电力(01816)$</a>还能上来不？","listText":"<a href=\"https://laohu8.com/S/01816\">$中广核电力(01816)$</a>还能上来不？","text":"$中广核电力(01816)$还能上来不？","images":[{"img":"https://static.tigerbbs.com/e8ff47a131cbf75cc07d75160f78d9b1","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852990907","isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}