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铃珑

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0勋章

2021-10-07

好

抱歉，原内容已删除

2021-09-14

👏👏👏👏

@许智玮:The Short Squeeze

2021-09-14

是的

多家大行唱空，但这一数据显示美股牛市趋势未变

2021-08-31

二季报告

抱歉，原内容已删除

2021-08-31

等

抱歉，原内容已删除

2021-08-22

ok

消息称下代iPhone、iPad都将采用钛合金：苹果准备中

2021-08-02

太棒了

抱歉，原内容已删除

2021-08-02

这篇文章不错，转发给大家看

港股上调印花税部分南向资金回流利好A股

2021-07-19

好，棒，😀😀😀

2021-07-12

太棒

抱歉，原内容已删除

2021-07-10

祝贺老虎7周年

2021-07-06

可跟进

抱歉，原内容已删除

2021-06-19

神舟飞天

@华商韬略:攀珠峰、潜深海、神舟飞天，央视画面里的明月，是何方神圣？

2021-06-18

这篇文章不错，转发给大家看

@郭静的互联网圈:为什么说服务会成为手机行业新的增长点？

2021-06-17

1640856

@小镇做T家:6.16 散户情绪很糟糕

去老虎APP查看更多动态

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The heavier the shorts, the bigger the opportunity and when retail investors hold, it makes the price rise as it force the next buyer to buy in at the price we desire as we decide not to sell at the price we deem low.&nbsp;Short squeeze is&nbsp;bad news&nbsp;for short sellers and good news for investors going long. The \"squeeze\" forces short sellers","text":"Usually on friday, options will expire and the market will be bearish.For investors that understand, they will hold.For traders that understand, they will sell before friday.Friday is one of the best days to buy and mondayis one of the best days to sell.I know everyone is holding for the big squeeze and the squeeze is not over. Do not fear!For meme stocks/ stock that are hyped is not bout the fundamentals. It is focused on the amount of shorts. The heavier the shorts, the bigger the opportunity and when retail investors hold, it makes the price rise as it force the next buyer to buy in at the price we desire as we decide not to sell at the price we deem low. Short squeeze is bad news for short sellers and good news for investors going long. The \"squeeze\" forces short 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17:47","market":"us","language":"zh","title":"多家大行唱空，但这一数据显示美股牛市趋势未变","url":"https://stock-news.laohu8.com/highlight/detail?id=2167530761","media":"智通财经网","summary":"在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。\nSusquehann","content":"<p>在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。</p>\n<p>Susquehanna衍生品策略师Chris Murphy周一在一份报告中写道，由于担心货币政策收紧和新冠疫情的影响等风险，并且还看不到新一轮的上涨催化剂，投资者正在为期权买单。另外，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/DB\">德意志银行</a>等大行的策略师在近期也警告称，市场可能会出现动荡。</p>\n<p>虽然期权交易显示隐含波动率有所上升，但实际价格波动水平正在向长期低点下降。传统上，这种分歧意味着短期痛苦后的长期收益。</p>\n<p><img src=\"https://static.tigerbbs.com/ede4e828ea87640ecb757b570bb1d355\" tg-width=\"507\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Sundal Capital的Jason Goepfer周一在一份报告中表示：“对于股市未来走势，谁知道的更多，股票投资者还是波动性交易员？在我看来，短期而言，期权交易员更聪明，中期而言，投资者更聪明。”</p>\n<p>Sundial通过分析上周数据发现，标普500指数距离创纪录水平在1%以内，而<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>波动率指数与标普500指数30日实际波动率背离处于其范围的75%上方，这种情况至少可以追溯到1995年，合计在历史上共出现九次。在此前的八次中，标普500指数在接下来的一至四周内都难以保持任何有意义的涨幅。但在接下来的两个月里，指数都出现了反弹。从长期来看，股市没有出现较大跌幅的情况。</p>\n<p>这传递出一种观点，即市场的短期紧张情绪对股市而言可能是一种潜在的积极发展，因为这凸显出股市缺乏大幅下跌前的繁荣。</p>\n<p>“在我40年的职业生涯中，我们从未见过六家一级银行在指数距离历史高点不到1%的时候集体预测未来将大幅下跌，”Bensignor Investment Strategies首席执行官、前摩根士丹利前策略师Rick Bensignor在报告中写道，“我认为当前标普500指数不会下跌500多点(5%的跌幅)。更不可能出现15%的跌幅。”</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家大行唱空，但这一数据显示美股牛市趋势未变</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多家大行唱空，但这一数据显示美股牛市趋势未变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 17:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/559846.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。\nSusquehanna衍生品策略师Chris Murphy周一在一份报告中写道，由于担心货币政策收紧和新冠疫情的影响等风险，并且还看不到新一轮的上涨催化剂，投资者正在为期权买单。另外，高盛、摩根士丹利和德意志银行等大行的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/559846.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/c43c5c5a779d17a6505efb92743e64db","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/559846.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2167530761","content_text":"在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。\nSusquehanna衍生品策略师Chris Murphy周一在一份报告中写道，由于担心货币政策收紧和新冠疫情的影响等风险，并且还看不到新一轮的上涨催化剂，投资者正在为期权买单。另外，高盛、摩根士丹利和德意志银行等大行的策略师在近期也警告称，市场可能会出现动荡。\n虽然期权交易显示隐含波动率有所上升，但实际价格波动水平正在向长期低点下降。传统上，这种分歧意味着短期痛苦后的长期收益。\n\nSundal Capital的Jason Goepfer周一在一份报告中表示：“对于股市未来走势，谁知道的更多，股票投资者还是波动性交易员？在我看来，短期而言，期权交易员更聪明，中期而言，投资者更聪明。”\nSundial通过分析上周数据发现，标普500指数距离创纪录水平在1%以内，而芝加哥期权交易所波动率指数与标普500指数30日实际波动率背离处于其范围的75%上方，这种情况至少可以追溯到1995年，合计在历史上共出现九次。在此前的八次中，标普500指数在接下来的一至四周内都难以保持任何有意义的涨幅。但在接下来的两个月里，指数都出现了反弹。从长期来看，股市没有出现较大跌幅的情况。\n这传递出一种观点，即市场的短期紧张情绪对股市而言可能是一种潜在的积极发展，因为这凸显出股市缺乏大幅下跌前的繁荣。\n“在我40年的职业生涯中，我们从未见过六家一级银行在指数距离历史高点不到1%的时候集体预测未来将大幅下跌，”Bensignor Investment Strategies首席执行官、前摩根士丹利前策略师Rick Bensignor在报告中写道，“我认为当前标普500指数不会下跌500多点(5%的跌幅)。更不可能出现15%的跌幅。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818281511,"gmtCreate":1630413708733,"gmtModify":1630413708733,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"&nbsp;二季报告","listText":"&nbsp;二季报告","text":"二季报告","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818281511","repostId":"1158867479","repostType":2,"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818289652,"gmtCreate":1630413547676,"gmtModify":1630413547676,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"等","listText":"等","text":"等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818289652","repostId":"1117157654","repostType":2,"isVote":1,"tweetType":1,"viewCount":1624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832815262,"gmtCreate":1629605788256,"gmtModify":1629605788256,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832815262","repostId":"2161274456","repostType":2,"repost":{"id":"2161274456","pubTimestamp":1629601980,"share":"https://www.laohu8.com/m/news/2161274456?lang=&edition=full","pubTime":"2021-08-22 11:13","market":"hk","language":"zh","title":"消息称下代iPhone、iPad都将采用钛合金：苹果准备中","url":"https://stock-news.laohu8.com/highlight/detail?id=2161274456","media":"财经自媒体","summary":"　　根据DigiTimes消息，苹果正在考虑使用钛合金制作iPad外壳，取代目前iPad上的铝合金外壳。上个月，有传言称 2022 款 iPhone 也会采用钛合金材料。　　最近，苹果申请了许多与钛合金外壳相关的专利，未来可能使用钛合金的设备包括MacBook 、iPad 和 iPhone。　　事实上，之前就有消息称，苹果已经开始准备下一代iPhone，而这款机型会在2022年发布，其中一个亮点是机身材质是钛合金。","content":"<html><body><div>\n<p>　　原标题：消息称下代iPhone、iPad都将采用钛合金：<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>准备中</p>\n<p>　　来源：快科技</p>\n<p>　　根据DigiTimes消息，苹果正在考虑使用钛合金制作iPad外壳，取代目前iPad上的铝合金外壳。上个月，有传言称 2022 款 iPhone 也会采用钛合金材料。</p>\n<p>　　最近，苹果申请了许多与钛合金外壳相关的专利，未来可能使用钛合金的设备包括MacBook 、iPad 和 iPhone。与不锈钢相比，钛合金的硬度更高，更抗刮划。</p>\n<p>　　然而，钛金属的强度也使其难以蚀刻，因此，苹果已经开发出一种喷砂、蚀刻和化学工艺，可以使钛金属外壳具有高光泽的表面处理，使其外观更有吸引力。苹果也一直在研究使用薄的氧化物表面涂层，应对沾染指纹的问题。</p>\n<p>　　事实上，之前就有消息称，苹果已经开始准备下一代iPhone，而这款机型会在2022年发布，其中一个亮点是机身材质是钛合金。</p>\n<p>　　不过有行业人士表示，苹果一贯的做法是，激进的升级都会先在iPad上试水，然后没问题才会挪到iPhone上，所以这个规则不会轻易改变。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：刘玄逸 </p>\n</div></body></html>","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>消息称下代iPhone、iPad都将采用钛合金：苹果准备中</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消息称下代iPhone、iPad都将采用钛合金：苹果准备中\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-22 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-22/doc-ikqciyzm2890308.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：消息称下代iPhone、iPad都将采用钛合金：苹果准备中\n　　来源：快科技\n　　根据DigiTimes消息，苹果正在考虑使用钛合金制作iPad外壳，取代目前iPad上的铝合金外壳。上个月，有传言称 2022 款 iPhone 也会采用钛合金材料。\n　　最近，苹果申请了许多与钛合金外壳相关的专利，未来可能使用钛合金的设备包括MacBook 、iPad 和 iPhone。与不锈钢相比，钛合金...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-22/doc-ikqciyzm2890308.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/d74793caf6cedd95061ea268ab811c20","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-22/doc-ikqciyzm2890308.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2161274456","content_text":"原标题：消息称下代iPhone、iPad都将采用钛合金：苹果准备中\n　　来源：快科技\n　　根据DigiTimes消息，苹果正在考虑使用钛合金制作iPad外壳，取代目前iPad上的铝合金外壳。上个月，有传言称 2022 款 iPhone 也会采用钛合金材料。\n　　最近，苹果申请了许多与钛合金外壳相关的专利，未来可能使用钛合金的设备包括MacBook 、iPad 和 iPhone。与不锈钢相比，钛合金的硬度更高，更抗刮划。\n　　然而，钛金属的强度也使其难以蚀刻，因此，苹果已经开发出一种喷砂、蚀刻和化学工艺，可以使钛金属外壳具有高光泽的表面处理，使其外观更有吸引力。苹果也一直在研究使用薄的氧化物表面涂层，应对沾染指纹的问题。\n　　事实上，之前就有消息称，苹果已经开始准备下一代iPhone，而这款机型会在2022年发布，其中一个亮点是机身材质是钛合金。\n　　不过有行业人士表示，苹果一贯的做法是，激进的升级都会先在iPad上试水，然后没问题才会挪到iPhone上，所以这个规则不会轻易改变。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘玄逸","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805648561,"gmtCreate":1627879126253,"gmtModify":1627879126253,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"太棒了","listText":"太棒了","text":"太棒了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805648561","repostId":"2156640591","repostType":2,"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805648103,"gmtCreate":1627879094202,"gmtModify":1627879094202,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805648103","repostId":"2156640591","repostType":2,"repost":{"id":"2156640591","pubTimestamp":1627840397,"share":"https://www.laohu8.com/m/news/2156640591?lang=&edition=full","pubTime":"2021-08-02 01:53","market":"hk","language":"zh","title":"港股上调印花税 部分南向资金回流利好A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2156640591","media":"第一财经","summary":"　　[ 按今年2月底至5月底每日平均约1770亿港元的成交计算，调整印花税率每年为政府带来的额外收入约为187亿港元。　　8月1日起，香港市场的股票交易印花税税率由0.1%上调至0.13%。　　港股计划上调印花税，其实5个月前官方就已宣布。6月3日，港交所发布《上调股票交易印花税》的通告。","content":"<div>\n<p>港股上调印花税 部分南向资金回流利好A股\n　　作者：邸凌月\n　　[ 按今年2月底至5月底每日平均约1770亿港元的成交计算，调整印花税率每年为政府带来的额外收入约为187亿港元。 ]\n　　8月1日起，香港市场的股票交易印花税税率由0.1%上调至0.13%。\n　　市场分析称，这对短期情绪有一定影响，尤其对前期涨幅较大及投机活跃的板块冲击较大。但长期来看，决定股价走势的是企业价值而非交易成本，只要港股...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-08-02/doc-ikqcfncc0342116.shtml\">Web Link</a>\n\n</div>\n","source":"highlight_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>港股上调印花税 部分南向资金回流利好A股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股上调印花税 部分南向资金回流利好A股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 01:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2021-08-02/doc-ikqcfncc0342116.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股上调印花税 部分南向资金回流利好A股\n　　作者：邸凌月\n　　[ 按今年2月底至5月底每日平均约1770亿港元的成交计算，调整印花税率每年为政府带来的额外收入约为187亿港元。 ]\n　　8月1日起，香港市场的股票交易印花税税率由0.1%上调至0.13%。\n　　市场分析称，这对短期情绪有一定影响，尤其对前期涨幅较大及投机活跃的板块冲击较大。但长期来看，决定股价走势的是企业价值而非交易成本，只要港股...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-08-02/doc-ikqcfncc0342116.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/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"source_url":"https://finance.sina.com.cn/roll/2021-08-02/doc-ikqcfncc0342116.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2156640591","content_text":"港股上调印花税 部分南向资金回流利好A股\n　　作者：邸凌月\n　　[ 按今年2月底至5月底每日平均约1770亿港元的成交计算，调整印花税率每年为政府带来的额外收入约为187亿港元。 ]\n　　8月1日起，香港市场的股票交易印花税税率由0.1%上调至0.13%。\n　　市场分析称，这对短期情绪有一定影响，尤其对前期涨幅较大及投机活跃的板块冲击较大。但长期来看，决定股价走势的是企业价值而非交易成本，只要港股发行制度能够持续优化，聚集更多优质资产，市场的活跃度依然能够维持。作为大量优质中国资产的上市地，港股依然值得长期配置，后续关注以恒生科技指数为首的中国核心资产表现。\n　　港股计划上调印花税，其实5个月前官方就已宣布。2月24日，香港特区政府财政司司长陈茂波称，香港计划将股票交易印花税从0.1%提高至0.13%。\n　　6月2日，香港财经事务及库务局局长许正宇表示，调整股票交易印花税主要是从提高政府收入，以维持稳健的公共财政的角度出发。2021至2022年度香港财政赤字预计为1016亿港元，而此后连续四年亦会出现经营赤字，介于224亿至407亿港元。按今年2月底至5月底每日平均约1770亿港元的成交计算，调整印花税率每年为政府带来的额外收入约为187亿港元。\n　　同日，香港特区立法会通过《2021年收入（印花税）条例草案》。6月3日，港交所发布《上调股票交易印花税》的通告。\n　　7月16日，沪深交易所发布《关于香港市场上调股票交易印花税的通知》，提示投资者进行沪深港通下的港股通交易，应按照港交所有关规定交纳相关费用。\n　　上调股票交易印花税影响深远。2月24日该消息传出当天，恒生指数、香港交易所股价跳水，立法通过后，恒生指数、香港交易所股价再度下跌。\n　　有公募基金人士认为，从资金层面而言，港股交易成本提高，有望令部分南下资金回流，对A股市场影响相对正向。\n　　今年以来，港股先经历了波动上涨，2月18日恒生指数触及历史新高31183.36点，之后震荡下跌，7月27日跌至年内新低24748.84点。拉长来看，截至7月30日，恒生指数年内跌幅为4.66%。腾讯控股、美团-W、小米集团-W、思摩尔国际等沪深港通活跃度居前的个股年内大幅下挫，分别下跌15.07%、27.02%、23.64%、44.19%，另有部分暂未列入港股通标的且备受机构偏爱的个股亦损失惨重，例如阿里巴巴-SW、京东集团-SW同期下跌18.74%、19.12%。\n　　截至7月30日，港股主题基金也成为重灾区之一，易方达蓝筹精选、中金中证沪港深优选消费50指数、创金合信港股通大消费精选股票、恒生前海恒生沪深港通细分行业龙头指数、汇添富香港优势精选混合（QDII）、前海开源沪港深智慧生活混合、华宝香港大盘（LOF）、前海开源沪港深龙头精选混合等基金年内净值下跌均在10%以上。\n　　但这并不影响各大基金公司发力筹备港股主题基金。Choice显示，截至7月30日，已有超40只港股主题基金发行，通过港股通、QDII、ETF不同方式布局。然而现实是，2021年新成立的港股主题基金几乎无一幸免下跌，工银瑞信旗下互联网50、嘉实互联网ETF净值跌幅超20%，华泰柏瑞互联网50ETF、景顺长城港股科技ETF、创金合信港股通量化、银华沪港深500ETF、富国500ETF沪港深等基金净值下跌幅度在10%以上。\n　　海富通基金经理江勇认为，对于目前的港股市场而言，估值水平已大幅降低，个股尤其是成长股价格已足够便宜，交易拥挤的情况也明显缓解，因此就目前来看，港股市场相较于A股市场会更具有吸引力。另一方面，近期多只中概股在海外上市受阻，并且纷纷转向A股或港股双重上市和二次上市，港股桥头堡的地位将得以巩固。\n　　“未来港股在短期内仍将保持震荡格局，但是港股中中资股的盈利确定性更高，低估值优势明显，中长期仍然坚定看好其上升趋势。”江勇称。\n\n牛市来了？如何快速上车，金牌投顾服务免费送>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":3396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173540907,"gmtCreate":1626673586009,"gmtModify":1626673586009,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"好，棒，😀😀😀","listText":"好，棒，😀😀😀","text":"好，棒，😀😀😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173540907","isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146325137,"gmtCreate":1626055006529,"gmtModify":1626055006529,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"太棒","listText":"太棒","text":"太棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146325137","repostId":"1189205572","repostType":2,"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148398737,"gmtCreate":1625926533629,"gmtModify":1625926533629,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"祝贺老虎7周年","listText":"祝贺老虎7周年","text":"祝贺老虎7周年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148398737","isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154412781,"gmtCreate":1625538560143,"gmtModify":1625538560143,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"可跟进","listText":"可跟进","text":"可跟进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154412781","repostId":"1176436913","repostType":2,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162880256,"gmtCreate":1624056503275,"gmtModify":1624056503275,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"神舟飞天","listText":"神舟飞天","text":"神舟飞天","images":[],"top":1,"highlighted":1,"essen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麦 昉从无到有，从落后到追赶，每一步都艰难，但只要不服输，咬紧牙关坚持去追求，甚至越是困难越是爆发更大的力量，就总有希望，总能突破，总能从弱到强，从追赶到引领。【1】觉得五脏六腑要碎了，以为自己要牺牲了。2003年10月15日，神舟五号起飞不久，火箭和飞船异常共振持续26秒，杨利伟后来如此回忆当时的情形。地面指挥厅内，没人说话。直到整流罩打开，刺眼的光线让杨利伟忍不住眨了一下眼，然后有人大喊：“快看！他眨眼了，利伟还活着！”惊心动魄的26秒后，杨利伟以21小时23分钟的太空之旅，成功完成我国首次载人航天飞行。在此之前，全世界已经有22名宇航员在太空之行中献出宝贵的生命，其中11人牺牲在返回着陆的过程中，牺牲在了胜利的最后时刻。有可能以生命为代价的挑战，并没有影响人类对太空的持续探索。杨利伟太空之旅的五年后，翟志刚、刘伯明、景海鹏三位中国航天员再次踏上飞天之旅。翟志刚还打开了飞船舱门，在太空迈出了中国人的第一步，成为世界上第354个出舱行走的航天员。迈出这第一步也并非一帆风顺。起初，翟志刚发现舱门怎么都拉不开，然后，他又听到舱内传出警报称，轨道舱发生火灾。危急关头，三人很快作出抉择：着火不管了，人和五星红旗必须先出舱……这才让全世界观众通过电视信号，见证了五星红旗在太空飘扬。后来经确认，这只是一次有惊无险的误报。返回后，三位航天员道出了当时的想法：“如果回不来，就把舞动国旗的画面，作为我们的永别。”而这些听起来惊心动魄的瞬间，只是中国航天人征服太空所要面临困难的冰山一角。上世纪50年代，中国开始在苏联的协助下进行导弹研究，但参与人员只有几十位从大专院校和工业部门抽调来的专家和刚毕业的大学生。中苏关系破裂后，苏联全面撤走援华的航天专家。70年代，美国借口中美航天合作将有助于中国导弹技术，彻底向中国封锁航天技术，阻断了两国合作的可能。90年代，","listText":"最不怕的就是迎难而上。文丨华商韬略 麦 昉从无到有，从落后到追赶，每一步都艰难，但只要不服输，咬紧牙关坚持去追求，甚至越是困难越是爆发更大的力量，就总有希望，总能突破，总能从弱到强，从追赶到引领。【1】觉得五脏六腑要碎了，以为自己要牺牲了。2003年10月15日，神舟五号起飞不久，火箭和飞船异常共振持续26秒，杨利伟后来如此回忆当时的情形。地面指挥厅内，没人说话。直到整流罩打开，刺眼的光线让杨利伟忍不住眨了一下眼，然后有人大喊：“快看！他眨眼了，利伟还活着！”惊心动魄的26秒后，杨利伟以21小时23分钟的太空之旅，成功完成我国首次载人航天飞行。在此之前，全世界已经有22名宇航员在太空之行中献出宝贵的生命，其中11人牺牲在返回着陆的过程中，牺牲在了胜利的最后时刻。有可能以生命为代价的挑战，并没有影响人类对太空的持续探索。杨利伟太空之旅的五年后，翟志刚、刘伯明、景海鹏三位中国航天员再次踏上飞天之旅。翟志刚还打开了飞船舱门，在太空迈出了中国人的第一步，成为世界上第354个出舱行走的航天员。迈出这第一步也并非一帆风顺。起初，翟志刚发现舱门怎么都拉不开，然后，他又听到舱内传出警报称，轨道舱发生火灾。危急关头，三人很快作出抉择：着火不管了，人和五星红旗必须先出舱……这才让全世界观众通过电视信号，见证了五星红旗在太空飘扬。后来经确认，这只是一次有惊无险的误报。返回后，三位航天员道出了当时的想法：“如果回不来，就把舞动国旗的画面，作为我们的永别。”而这些听起来惊心动魄的瞬间，只是中国航天人征服太空所要面临困难的冰山一角。上世纪50年代，中国开始在苏联的协助下进行导弹研究，但参与人员只有几十位从大专院校和工业部门抽调来的专家和刚毕业的大学生。中苏关系破裂后，苏联全面撤走援华的航天专家。70年代，美国借口中美航天合作将有助于中国导弹技术，彻底向中国封锁航天技术，阻断了两国合作的可能。90年代，","text":"最不怕的就是迎难而上。文丨华商韬略 麦 昉从无到有，从落后到追赶，每一步都艰难，但只要不服输，咬紧牙关坚持去追求，甚至越是困难越是爆发更大的力量，就总有希望，总能突破，总能从弱到强，从追赶到引领。【1】觉得五脏六腑要碎了，以为自己要牺牲了。2003年10月15日，神舟五号起飞不久，火箭和飞船异常共振持续26秒，杨利伟后来如此回忆当时的情形。地面指挥厅内，没人说话。直到整流罩打开，刺眼的光线让杨利伟忍不住眨了一下眼，然后有人大喊：“快看！他眨眼了，利伟还活着！”惊心动魄的26秒后，杨利伟以21小时23分钟的太空之旅，成功完成我国首次载人航天飞行。在此之前，全世界已经有22名宇航员在太空之行中献出宝贵的生命，其中11人牺牲在返回着陆的过程中，牺牲在了胜利的最后时刻。有可能以生命为代价的挑战，并没有影响人类对太空的持续探索。杨利伟太空之旅的五年后，翟志刚、刘伯明、景海鹏三位中国航天员再次踏上飞天之旅。翟志刚还打开了飞船舱门，在太空迈出了中国人的第一步，成为世界上第354个出舱行走的航天员。迈出这第一步也并非一帆风顺。起初，翟志刚发现舱门怎么都拉不开，然后，他又听到舱内传出警报称，轨道舱发生火灾。危急关头，三人很快作出抉择：着火不管了，人和五星红旗必须先出舱……这才让全世界观众通过电视信号，见证了五星红旗在太空飘扬。后来经确认，这只是一次有惊无险的误报。返回后，三位航天员道出了当时的想法：“如果回不来，就把舞动国旗的画面，作为我们的永别。”而这些听起来惊心动魄的瞬间，只是中国航天人征服太空所要面临困难的冰山一角。上世纪50年代，中国开始在苏联的协助下进行导弹研究，但参与人员只有几十位从大专院校和工业部门抽调来的专家和刚毕业的大学生。中苏关系破裂后，苏联全面撤走援华的航天专家。70年代，美国借口中美航天合作将有助于中国导弹技术，彻底向中国封锁航天技术，阻断了两国合作的可能。90年代，","images":[{"img":"https://static.tigerbbs.com/5b3bcff12d8002748d3ddbe33bb42725","width":"640","height":"396"},{"img":"https://static.tigerbbs.com/c201de4436d3d14ef8ad55412e4750d0","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/34b1615949e90a0c44e558f9cb105d1c","width":"640","height":"712"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162074665","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168923841,"gmtCreate":1623947342883,"gmtModify":1623947342883,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168923841","repostId":"161681157","repostType":1,"repost":{"id":161681157,"gmtCreate":1623922356979,"gmtModify":1623924426282,"author":{"id":"3518501931923408","authorId":"3518501931923408","name":"郭静的互联网圈","avatar":"https://static.tigerbbs.com/7f31f845de4d73e316a641a644109a1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518501931923408","authorIdStr":"3518501931923408"},"themes":[],"title":"为什么说服务会成为手机行业新的增长点？","htmlText":"中国智能手机行业还有的搞吗？已经连续处于低增速状态好几年的手机市场让业界失去了信心，信通院的数据显示，2021年5月，国内市场手机出货量2296.8万部，同比下降32.0%。可要说手机行业不行，肯定有人不服。<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp; 小米手机5分钟成交额同比增长超10倍，华为手机15分钟成交额同比120%，vivo手机15分钟成交额同比增长100%，手机小时达成交额同比增长10倍，以旧换新用户数同比增长326%。京东618手机品类实现开门红，谁都没想到今年618的手机会这么火。 2016年是中国智能手机厂商出货量的巅峰，达4.67亿部。此后，中国智能手机市场陷入低迷时期，2020年中国智能手机厂商出货量仅为3.257亿台，比巅峰期少1亿多部，中国智能手机市场逐渐趋于饱和。一方面，由功能机向智能机迭代的需求开始减少；另一方面，智能机用户换新手机的速度也在下降。 行业低迷，但中国有近14亿人口，每年智能手机的需求仍在3亿部以上，中国智能手机行业仍旧是一片非常大的市场，当然，谁能分到行业的“蛋糕”，谁又在背后黯然神伤，还是要看你会不会做，能不能击中消费者的痛点，就像京东的“放心换”服务，9.9服务包、以旧换新、30天无忧退、小时达、99元安卓原厂换电池等几十种服务解决消费者换机的痛点，由此带动了京东618手机品类大卖。 手机行业说到底，还是要围绕消费者建立生意经，当消费者看够了刘海屏、挖孔屏、水滴屏、曲面屏、折叠屏，看够了指纹识别、人脸识别、屏下指纹识别，消费者可能更想看到服务层的变化，而智能手机行业的服务能力，经过近几年的升级，终于成为企业的主要竞争优势。 从品牌到服务 IDC的数据显示，2020年中国智能手机出货量中，华为、vivo、OPPO、小米、苹果五大厂商的出","listText":"中国智能手机行业还有的搞吗？已经连续处于低增速状态好几年的手机市场让业界失去了信心，信通院的数据显示，2021年5月，国内市场手机出货量2296.8万部，同比下降32.0%。可要说手机行业不行，肯定有人不服。<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp; 小米手机5分钟成交额同比增长超10倍，华为手机15分钟成交额同比120%，vivo手机15分钟成交额同比增长100%，手机小时达成交额同比增长10倍，以旧换新用户数同比增长326%。京东618手机品类实现开门红，谁都没想到今年618的手机会这么火。 2016年是中国智能手机厂商出货量的巅峰，达4.67亿部。此后，中国智能手机市场陷入低迷时期，2020年中国智能手机厂商出货量仅为3.257亿台，比巅峰期少1亿多部，中国智能手机市场逐渐趋于饱和。一方面，由功能机向智能机迭代的需求开始减少；另一方面，智能机用户换新手机的速度也在下降。 行业低迷，但中国有近14亿人口，每年智能手机的需求仍在3亿部以上，中国智能手机行业仍旧是一片非常大的市场，当然，谁能分到行业的“蛋糕”，谁又在背后黯然神伤，还是要看你会不会做，能不能击中消费者的痛点，就像京东的“放心换”服务，9.9服务包、以旧换新、30天无忧退、小时达、99元安卓原厂换电池等几十种服务解决消费者换机的痛点，由此带动了京东618手机品类大卖。 手机行业说到底，还是要围绕消费者建立生意经，当消费者看够了刘海屏、挖孔屏、水滴屏、曲面屏、折叠屏，看够了指纹识别、人脸识别、屏下指纹识别，消费者可能更想看到服务层的变化，而智能手机行业的服务能力，经过近几年的升级，终于成为企业的主要竞争优势。 从品牌到服务 IDC的数据显示，2020年中国智能手机出货量中，华为、vivo、OPPO、小米、苹果五大厂商的出","text":"中国智能手机行业还有的搞吗？已经连续处于低增速状态好几年的手机市场让业界失去了信心，信通院的数据显示，2021年5月，国内市场手机出货量2296.8万部，同比下降32.0%。可要说手机行业不行，肯定有人不服。$京东(JD)$ 小米手机5分钟成交额同比增长超10倍，华为手机15分钟成交额同比120%，vivo手机15分钟成交额同比增长100%，手机小时达成交额同比增长10倍，以旧换新用户数同比增长326%。京东618手机品类实现开门红，谁都没想到今年618的手机会这么火。 2016年是中国智能手机厂商出货量的巅峰，达4.67亿部。此后，中国智能手机市场陷入低迷时期，2020年中国智能手机厂商出货量仅为3.257亿台，比巅峰期少1亿多部，中国智能手机市场逐渐趋于饱和。一方面，由功能机向智能机迭代的需求开始减少；另一方面，智能机用户换新手机的速度也在下降。 行业低迷，但中国有近14亿人口，每年智能手机的需求仍在3亿部以上，中国智能手机行业仍旧是一片非常大的市场，当然，谁能分到行业的“蛋糕”，谁又在背后黯然神伤，还是要看你会不会做，能不能击中消费者的痛点，就像京东的“放心换”服务，9.9服务包、以旧换新、30天无忧退、小时达、99元安卓原厂换电池等几十种服务解决消费者换机的痛点，由此带动了京东618手机品类大卖。 手机行业说到底，还是要围绕消费者建立生意经，当消费者看够了刘海屏、挖孔屏、水滴屏、曲面屏、折叠屏，看够了指纹识别、人脸识别、屏下指纹识别，消费者可能更想看到服务层的变化，而智能手机行业的服务能力，经过近几年的升级，终于成为企业的主要竞争优势。 从品牌到服务 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散户情绪很糟糕","htmlText":"这是「小镇做T家」的第 99 篇原创内容。 6月16日A股散户情绪 以下数据截止到今天22:00 PIMI昨日修正：0.47，下降拐点 PIMI今日预估：-0.04，上升拐点 PIMIC-3昨日修正：1.42，【乐观】上升期 PIMIC-3今日预估：1.03，【乐观】下降拐点 结论：清仓跑路（偏保守策略） 上午的散户情绪还是上升期，到了晚上更新已经是下降拐点，对应的策略是清仓跑路。今天情绪值变化之快，也是近一个月来罕见。明天大A走势估计也不会太乐观。 美股点评 昨晚算是提示正确，今晚虽然纳指到目前还是红的，但是很多个股已经可以用暴跌来形容，包括我此前看好的在线教育股（个人认为是洗盘，不足虑）。 纳指下跌，目前主要影响大盘的应该就是美联储的加息预期。不过我个人认为目前只有预期，还是不会有实际动作，但是市场下跌其实主要就是根据预期走的，真正加息来临之后，反而相对稳定得多。整体上今天还是防守。 要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心","listText":"这是「小镇做T家」的第 99 篇原创内容。 6月16日A股散户情绪 以下数据截止到今天22:00 PIMI昨日修正：0.47，下降拐点 PIMI今日预估：-0.04，上升拐点 PIMIC-3昨日修正：1.42，【乐观】上升期 PIMIC-3今日预估：1.03，【乐观】下降拐点 结论：清仓跑路（偏保守策略） 上午的散户情绪还是上升期，到了晚上更新已经是下降拐点，对应的策略是清仓跑路。今天情绪值变化之快，也是近一个月来罕见。明天大A走势估计也不会太乐观。 美股点评 昨晚算是提示正确，今晚虽然纳指到目前还是红的，但是很多个股已经可以用暴跌来形容，包括我此前看好的在线教育股（个人认为是洗盘，不足虑）。 纳指下跌，目前主要影响大盘的应该就是美联储的加息预期。不过我个人认为目前只有预期，还是不会有实际动作，但是市场下跌其实主要就是根据预期走的，真正加息来临之后，反而相对稳定得多。整体上今天还是防守。 要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心","text":"这是「小镇做T家」的第 99 篇原创内容。 6月16日A股散户情绪 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昉从无到有，从落后到追赶，每一步都艰难，但只要不服输，咬紧牙关坚持去追求，甚至越是困难越是爆发更大的力量，就总有希望，总能突破，总能从弱到强，从追赶到引领。【1】觉得五脏六腑要碎了，以为自己要牺牲了。2003年10月15日，神舟五号起飞不久，火箭和飞船异常共振持续26秒，杨利伟后来如此回忆当时的情形。地面指挥厅内，没人说话。直到整流罩打开，刺眼的光线让杨利伟忍不住眨了一下眼，然后有人大喊：“快看！他眨眼了，利伟还活着！”惊心动魄的26秒后，杨利伟以21小时23分钟的太空之旅，成功完成我国首次载人航天飞行。在此之前，全世界已经有22名宇航员在太空之行中献出宝贵的生命，其中11人牺牲在返回着陆的过程中，牺牲在了胜利的最后时刻。有可能以生命为代价的挑战，并没有影响人类对太空的持续探索。杨利伟太空之旅的五年后，翟志刚、刘伯明、景海鹏三位中国航天员再次踏上飞天之旅。翟志刚还打开了飞船舱门，在太空迈出了中国人的第一步，成为世界上第354个出舱行走的航天员。迈出这第一步也并非一帆风顺。起初，翟志刚发现舱门怎么都拉不开，然后，他又听到舱内传出警报称，轨道舱发生火灾。危急关头，三人很快作出抉择：着火不管了，人和五星红旗必须先出舱……这才让全世界观众通过电视信号，见证了五星红旗在太空飘扬。后来经确认，这只是一次有惊无险的误报。返回后，三位航天员道出了当时的想法：“如果回不来，就把舞动国旗的画面，作为我们的永别。”而这些听起来惊心动魄的瞬间，只是中国航天人征服太空所要面临困难的冰山一角。上世纪50年代，中国开始在苏联的协助下进行导弹研究，但参与人员只有几十位从大专院校和工业部门抽调来的专家和刚毕业的大学生。中苏关系破裂后，苏联全面撤走援华的航天专家。70年代，美国借口中美航天合作将有助于中国导弹技术，彻底向中国封锁航天技术，阻断了两国合作的可能。90年代，","text":"最不怕的就是迎难而上。文丨华商韬略 麦 昉从无到有，从落后到追赶，每一步都艰难，但只要不服输，咬紧牙关坚持去追求，甚至越是困难越是爆发更大的力量，就总有希望，总能突破，总能从弱到强，从追赶到引领。【1】觉得五脏六腑要碎了，以为自己要牺牲了。2003年10月15日，神舟五号起飞不久，火箭和飞船异常共振持续26秒，杨利伟后来如此回忆当时的情形。地面指挥厅内，没人说话。直到整流罩打开，刺眼的光线让杨利伟忍不住眨了一下眼，然后有人大喊：“快看！他眨眼了，利伟还活着！”惊心动魄的26秒后，杨利伟以21小时23分钟的太空之旅，成功完成我国首次载人航天飞行。在此之前，全世界已经有22名宇航员在太空之行中献出宝贵的生命，其中11人牺牲在返回着陆的过程中，牺牲在了胜利的最后时刻。有可能以生命为代价的挑战，并没有影响人类对太空的持续探索。杨利伟太空之旅的五年后，翟志刚、刘伯明、景海鹏三位中国航天员再次踏上飞天之旅。翟志刚还打开了飞船舱门，在太空迈出了中国人的第一步，成为世界上第354个出舱行走的航天员。迈出这第一步也并非一帆风顺。起初，翟志刚发现舱门怎么都拉不开，然后，他又听到舱内传出警报称，轨道舱发生火灾。危急关头，三人很快作出抉择：着火不管了，人和五星红旗必须先出舱……这才让全世界观众通过电视信号，见证了五星红旗在太空飘扬。后来经确认，这只是一次有惊无险的误报。返回后，三位航天员道出了当时的想法：“如果回不来，就把舞动国旗的画面，作为我们的永别。”而这些听起来惊心动魄的瞬间，只是中国航天人征服太空所要面临困难的冰山一角。上世纪50年代，中国开始在苏联的协助下进行导弹研究，但参与人员只有几十位从大专院校和工业部门抽调来的专家和刚毕业的大学生。中苏关系破裂后，苏联全面撤走援华的航天专家。70年代，美国借口中美航天合作将有助于中国导弹技术，彻底向中国封锁航天技术，阻断了两国合作的可能。90年代，","images":[{"img":"https://static.tigerbbs.com/5b3bcff12d8002748d3ddbe33bb42725","width":"640","height":"396"},{"img":"https://static.tigerbbs.com/c201de4436d3d14ef8ad55412e4750d0","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/34b1615949e90a0c44e558f9cb105d1c","width":"640","height":"712"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162074665","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882064814,"gmtCreate":1631632291938,"gmtModify":1631632291938,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"👏👏👏👏","listText":"👏👏👏👏","text":"👏👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882064814","repostId":"881255271","repostType":1,"repost":{"id":881255271,"gmtCreate":1631349728793,"gmtModify":1631883840648,"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573184649723588","authorIdStr":"3573184649723588"},"themes":[],"title":"The 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Do not fear!For meme stocks/ stock that are hyped is not bout the fundamentals. It is focused on the amount of shorts. The heavier the shorts, the bigger the opportunity and when retail investors hold, it makes the price rise as it force the next buyer to buy in at the price we desire as we decide not to sell at the price we deem low.&nbsp;Short squeeze is&nbsp;bad news&nbsp;for short sellers and good news for investors going long. The \"squeeze\" forces short sellers","listText":"Usually on friday, options will expire and the market will be bearish.For investors that understand, they will hold.For traders that understand, they will sell before friday.Friday is one of the best days to buy and mondayis one of the best days to sell.I know everyone is holding for the big squeeze and the squeeze is not over. Do not fear!For meme stocks/ stock that are hyped is not bout the fundamentals. It is focused on the amount of shorts. The heavier the shorts, the bigger the opportunity and when retail investors hold, it makes the price rise as it force the next buyer to buy in at the price we desire as we decide not to sell at the price we deem low.&nbsp;Short squeeze is&nbsp;bad news&nbsp;for short sellers and good news for investors going long. The \"squeeze\" forces short sellers","text":"Usually on friday, options will expire and the market will be bearish.For investors that understand, they will hold.For traders that understand, they will sell before friday.Friday is one of the best days to buy and mondayis one of the best days to sell.I know everyone is holding for the big squeeze and the squeeze is not over. Do not fear!For meme stocks/ stock that are hyped is not bout the fundamentals. It is focused on the amount of shorts. The heavier the shorts, the bigger the opportunity and when retail investors hold, it makes the price rise as it force the next buyer to buy in at the price we desire as we decide not to sell at the price we deem low. Short squeeze is bad news for short sellers and good news for investors going long. 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17:47","market":"us","language":"zh","title":"多家大行唱空，但这一数据显示美股牛市趋势未变","url":"https://stock-news.laohu8.com/highlight/detail?id=2167530761","media":"智通财经网","summary":"在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。\nSusquehann","content":"<p>在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。</p>\n<p>Susquehanna衍生品策略师Chris Murphy周一在一份报告中写道，由于担心货币政策收紧和新冠疫情的影响等风险，并且还看不到新一轮的上涨催化剂，投资者正在为期权买单。另外，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/DB\">德意志银行</a>等大行的策略师在近期也警告称，市场可能会出现动荡。</p>\n<p>虽然期权交易显示隐含波动率有所上升，但实际价格波动水平正在向长期低点下降。传统上，这种分歧意味着短期痛苦后的长期收益。</p>\n<p><img src=\"https://static.tigerbbs.com/ede4e828ea87640ecb757b570bb1d355\" tg-width=\"507\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Sundal Capital的Jason Goepfer周一在一份报告中表示：“对于股市未来走势，谁知道的更多，股票投资者还是波动性交易员？在我看来，短期而言，期权交易员更聪明，中期而言，投资者更聪明。”</p>\n<p>Sundial通过分析上周数据发现，标普500指数距离创纪录水平在1%以内，而<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>波动率指数与标普500指数30日实际波动率背离处于其范围的75%上方，这种情况至少可以追溯到1995年，合计在历史上共出现九次。在此前的八次中，标普500指数在接下来的一至四周内都难以保持任何有意义的涨幅。但在接下来的两个月里，指数都出现了反弹。从长期来看，股市没有出现较大跌幅的情况。</p>\n<p>这传递出一种观点，即市场的短期紧张情绪对股市而言可能是一种潜在的积极发展，因为这凸显出股市缺乏大幅下跌前的繁荣。</p>\n<p>“在我40年的职业生涯中，我们从未见过六家一级银行在指数距离历史高点不到1%的时候集体预测未来将大幅下跌，”Bensignor Investment Strategies首席执行官、前摩根士丹利前策略师Rick Bensignor在报告中写道，“我认为当前标普500指数不会下跌500多点(5%的跌幅)。更不可能出现15%的跌幅。”</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家大行唱空，但这一数据显示美股牛市趋势未变</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/559846.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/c43c5c5a779d17a6505efb92743e64db","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/559846.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2167530761","content_text":"在标普500指数录得近三个月来表现最差的一周后，华尔街的恐慌指数开始敲响警钟。但在Sundail Capital Research Inc.看来，这实际上是一个长期牛市的好兆头。\nSusquehanna衍生品策略师Chris Murphy周一在一份报告中写道，由于担心货币政策收紧和新冠疫情的影响等风险，并且还看不到新一轮的上涨催化剂，投资者正在为期权买单。另外，高盛、摩根士丹利和德意志银行等大行的策略师在近期也警告称，市场可能会出现动荡。\n虽然期权交易显示隐含波动率有所上升，但实际价格波动水平正在向长期低点下降。传统上，这种分歧意味着短期痛苦后的长期收益。\n\nSundal Capital的Jason Goepfer周一在一份报告中表示：“对于股市未来走势，谁知道的更多，股票投资者还是波动性交易员？在我看来，短期而言，期权交易员更聪明，中期而言，投资者更聪明。”\nSundial通过分析上周数据发现，标普500指数距离创纪录水平在1%以内，而芝加哥期权交易所波动率指数与标普500指数30日实际波动率背离处于其范围的75%上方，这种情况至少可以追溯到1995年，合计在历史上共出现九次。在此前的八次中，标普500指数在接下来的一至四周内都难以保持任何有意义的涨幅。但在接下来的两个月里，指数都出现了反弹。从长期来看，股市没有出现较大跌幅的情况。\n这传递出一种观点，即市场的短期紧张情绪对股市而言可能是一种潜在的积极发展，因为这凸显出股市缺乏大幅下跌前的繁荣。\n“在我40年的职业生涯中，我们从未见过六家一级银行在指数距离历史高点不到1%的时候集体预测未来将大幅下跌，”Bensignor Investment Strategies首席执行官、前摩根士丹利前策略师Rick Bensignor在报告中写道，“我认为当前标普500指数不会下跌500多点(5%的跌幅)。更不可能出现15%的跌幅。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832815262,"gmtCreate":1629605788256,"gmtModify":1629605788256,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832815262","repostId":"2161274456","repostType":2,"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805648561,"gmtCreate":1627879126253,"gmtModify":1627879126253,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"太棒了","listText":"太棒了","text":"太棒了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805648561","repostId":"2156640591","repostType":2,"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805648103,"gmtCreate":1627879094202,"gmtModify":1627879094202,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805648103","repostId":"2156640591","repostType":2,"isVote":1,"tweetType":1,"viewCount":3396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146325137,"gmtCreate":1626055006529,"gmtModify":1626055006529,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"太棒","listText":"太棒","text":"太棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146325137","repostId":"1189205572","repostType":2,"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154412781,"gmtCreate":1625538560143,"gmtModify":1625538560143,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"可跟进","listText":"可跟进","text":"可跟进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154412781","repostId":"1176436913","repostType":2,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168923841,"gmtCreate":1623947342883,"gmtModify":1623947342883,"author":{"id":"3579167180912626","authorId":"3579167180912626","name":"铃珑","avatar":"https://static.tigerbbs.com/bac9b96bd0eb6b60afc99cd9aaed3f2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579167180912626","authorIdStr":"3579167180912626"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168923841","repostId":"161681157","repostType":1,"repost":{"id":161681157,"gmtCreate":1623922356979,"gmtModify":1623924426282,"author":{"id":"3518501931923408","authorId":"3518501931923408","name":"郭静的互联网圈","avatar":"https://static.tigerbbs.com/7f31f845de4d73e316a641a644109a1f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518501931923408","authorIdStr":"3518501931923408"},"themes":[],"title":"为什么说服务会成为手机行业新的增长点？","htmlText":"中国智能手机行业还有的搞吗？已经连续处于低增速状态好几年的手机市场让业界失去了信心，信通院的数据显示，2021年5月，国内市场手机出货量2296.8万部，同比下降32.0%。可要说手机行业不行，肯定有人不服。<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp; 小米手机5分钟成交额同比增长超10倍，华为手机15分钟成交额同比120%，vivo手机15分钟成交额同比增长100%，手机小时达成交额同比增长10倍，以旧换新用户数同比增长326%。京东618手机品类实现开门红，谁都没想到今年618的手机会这么火。 2016年是中国智能手机厂商出货量的巅峰，达4.67亿部。此后，中国智能手机市场陷入低迷时期，2020年中国智能手机厂商出货量仅为3.257亿台，比巅峰期少1亿多部，中国智能手机市场逐渐趋于饱和。一方面，由功能机向智能机迭代的需求开始减少；另一方面，智能机用户换新手机的速度也在下降。 行业低迷，但中国有近14亿人口，每年智能手机的需求仍在3亿部以上，中国智能手机行业仍旧是一片非常大的市场，当然，谁能分到行业的“蛋糕”，谁又在背后黯然神伤，还是要看你会不会做，能不能击中消费者的痛点，就像京东的“放心换”服务，9.9服务包、以旧换新、30天无忧退、小时达、99元安卓原厂换电池等几十种服务解决消费者换机的痛点，由此带动了京东618手机品类大卖。 手机行业说到底，还是要围绕消费者建立生意经，当消费者看够了刘海屏、挖孔屏、水滴屏、曲面屏、折叠屏，看够了指纹识别、人脸识别、屏下指纹识别，消费者可能更想看到服务层的变化，而智能手机行业的服务能力，经过近几年的升级，终于成为企业的主要竞争优势。 从品牌到服务 IDC的数据显示，2020年中国智能手机出货量中，华为、vivo、OPPO、小米、苹果五大厂商的出","listText":"中国智能手机行业还有的搞吗？已经连续处于低增速状态好几年的手机市场让业界失去了信心，信通院的数据显示，2021年5月，国内市场手机出货量2296.8万部，同比下降32.0%。可要说手机行业不行，肯定有人不服。<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp; 小米手机5分钟成交额同比增长超10倍，华为手机15分钟成交额同比120%，vivo手机15分钟成交额同比增长100%，手机小时达成交额同比增长10倍，以旧换新用户数同比增长326%。京东618手机品类实现开门红，谁都没想到今年618的手机会这么火。 2016年是中国智能手机厂商出货量的巅峰，达4.67亿部。此后，中国智能手机市场陷入低迷时期，2020年中国智能手机厂商出货量仅为3.257亿台，比巅峰期少1亿多部，中国智能手机市场逐渐趋于饱和。一方面，由功能机向智能机迭代的需求开始减少；另一方面，智能机用户换新手机的速度也在下降。 行业低迷，但中国有近14亿人口，每年智能手机的需求仍在3亿部以上，中国智能手机行业仍旧是一片非常大的市场，当然，谁能分到行业的“蛋糕”，谁又在背后黯然神伤，还是要看你会不会做，能不能击中消费者的痛点，就像京东的“放心换”服务，9.9服务包、以旧换新、30天无忧退、小时达、99元安卓原厂换电池等几十种服务解决消费者换机的痛点，由此带动了京东618手机品类大卖。 手机行业说到底，还是要围绕消费者建立生意经，当消费者看够了刘海屏、挖孔屏、水滴屏、曲面屏、折叠屏，看够了指纹识别、人脸识别、屏下指纹识别，消费者可能更想看到服务层的变化，而智能手机行业的服务能力，经过近几年的升级，终于成为企业的主要竞争优势。 从品牌到服务 IDC的数据显示，2020年中国智能手机出货量中，华为、vivo、OPPO、小米、苹果五大厂商的出","text":"中国智能手机行业还有的搞吗？已经连续处于低增速状态好几年的手机市场让业界失去了信心，信通院的数据显示，2021年5月，国内市场手机出货量2296.8万部，同比下降32.0%。可要说手机行业不行，肯定有人不服。$京东(JD)$ 小米手机5分钟成交额同比增长超10倍，华为手机15分钟成交额同比120%，vivo手机15分钟成交额同比增长100%，手机小时达成交额同比增长10倍，以旧换新用户数同比增长326%。京东618手机品类实现开门红，谁都没想到今年618的手机会这么火。 2016年是中国智能手机厂商出货量的巅峰，达4.67亿部。此后，中国智能手机市场陷入低迷时期，2020年中国智能手机厂商出货量仅为3.257亿台，比巅峰期少1亿多部，中国智能手机市场逐渐趋于饱和。一方面，由功能机向智能机迭代的需求开始减少；另一方面，智能机用户换新手机的速度也在下降。 行业低迷，但中国有近14亿人口，每年智能手机的需求仍在3亿部以上，中国智能手机行业仍旧是一片非常大的市场，当然，谁能分到行业的“蛋糕”，谁又在背后黯然神伤，还是要看你会不会做，能不能击中消费者的痛点，就像京东的“放心换”服务，9.9服务包、以旧换新、30天无忧退、小时达、99元安卓原厂换电池等几十种服务解决消费者换机的痛点，由此带动了京东618手机品类大卖。 手机行业说到底，还是要围绕消费者建立生意经，当消费者看够了刘海屏、挖孔屏、水滴屏、曲面屏、折叠屏，看够了指纹识别、人脸识别、屏下指纹识别，消费者可能更想看到服务层的变化，而智能手机行业的服务能力，经过近几年的升级，终于成为企业的主要竞争优势。 从品牌到服务 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散户情绪很糟糕","htmlText":"这是「小镇做T家」的第 99 篇原创内容。 6月16日A股散户情绪 以下数据截止到今天22:00 PIMI昨日修正：0.47，下降拐点 PIMI今日预估：-0.04，上升拐点 PIMIC-3昨日修正：1.42，【乐观】上升期 PIMIC-3今日预估：1.03，【乐观】下降拐点 结论：清仓跑路（偏保守策略） 上午的散户情绪还是上升期，到了晚上更新已经是下降拐点，对应的策略是清仓跑路。今天情绪值变化之快，也是近一个月来罕见。明天大A走势估计也不会太乐观。 美股点评 昨晚算是提示正确，今晚虽然纳指到目前还是红的，但是很多个股已经可以用暴跌来形容，包括我此前看好的在线教育股（个人认为是洗盘，不足虑）。 纳指下跌，目前主要影响大盘的应该就是美联储的加息预期。不过我个人认为目前只有预期，还是不会有实际动作，但是市场下跌其实主要就是根据预期走的，真正加息来临之后，反而相对稳定得多。整体上今天还是防守。 要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心","listText":"这是「小镇做T家」的第 99 篇原创内容。 6月16日A股散户情绪 以下数据截止到今天22:00 PIMI昨日修正：0.47，下降拐点 PIMI今日预估：-0.04，上升拐点 PIMIC-3昨日修正：1.42，【乐观】上升期 PIMIC-3今日预估：1.03，【乐观】下降拐点 结论：清仓跑路（偏保守策略） 上午的散户情绪还是上升期，到了晚上更新已经是下降拐点，对应的策略是清仓跑路。今天情绪值变化之快，也是近一个月来罕见。明天大A走势估计也不会太乐观。 美股点评 昨晚算是提示正确，今晚虽然纳指到目前还是红的，但是很多个股已经可以用暴跌来形容，包括我此前看好的在线教育股（个人认为是洗盘，不足虑）。 纳指下跌，目前主要影响大盘的应该就是美联储的加息预期。不过我个人认为目前只有预期，还是不会有实际动作，但是市场下跌其实主要就是根据预期走的，真正加息来临之后，反而相对稳定得多。整体上今天还是防守。 要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心要有耐心","text":"这是「小镇做T家」的第 99 篇原创内容。 6月16日A股散户情绪 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