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2021-07-02

哦哦

抱歉，原内容已删除

2021-07-02

👍🏻👍🏻

首度突破20万销量，特斯拉能否高枕无忧？

2021-07-02

Tiger

首度突破20万销量，特斯拉能否高枕无忧？

2021-07-02

👍🏻👍🏻

【异动】IBM跌超3%，消息称总裁将卸任

2021-07-02

Wa

抱歉，原内容已删除

2021-07-02

👍🏻👍🏻

2021-07-01

Tiger

提醒：因美国独立日假期，7月5日美股全天休市

2021-06-28

👍🏻👍🏻

2021-06-28

Hi hi

2021-06-25

Tiger

2021-06-24

👍🏻很好

2021-06-20

Tiger

2021-06-17

$星巴克(SBUX)$😄

2021-06-16

😱😱

抱歉，原内容已删除

2021-06-16

嗯嗯

诡异现象：美国股债同涨！这预示着什么？

去老虎APP查看更多动态

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22:28","market":"us","language":"zh","title":"首度突破20万销量，特斯拉能否高枕无忧？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803813","media":"36氪","summary":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海","content":"<p>2021年二季度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交付量持续增长，首度突破20万辆。</p>\n<p>其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。</p>\n<p>车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。</p>\n<p>相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）</p>\n<p>即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model 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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首度突破20万销量，特斯拉能否高枕无忧？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148803813","content_text":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。\n相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）\n即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model 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22:28","market":"us","language":"zh","title":"首度突破20万销量，特斯拉能否高枕无忧？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803813","media":"36氪","summary":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海","content":"<p>2021年二季度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交付量持续增长，首度突破20万辆。</p>\n<p>其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。</p>\n<p>车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。</p>\n<p>相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）</p>\n<p>即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。</p>\n<p>同时，特斯拉还要面临传统车企巨头大众的挑战。</p>\n<p>近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。</p>\n<p>相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。</p>","source":"tencent","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>首度突破20万销量，特斯拉能否高枕无忧？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首度突破20万销量，特斯拉能否高枕无忧？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148803813","content_text":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。\n相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）\n即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。\n同时，特斯拉还要面临传统车企巨头大众的挑战。\n近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。\n相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156771912,"gmtCreate":1625238737436,"gmtModify":1631891252660,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156771912","repostId":"1190337971","repostType":4,"repost":{"id":"1190337971","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236753,"share":"https://www.laohu8.com/m/news/1190337971?lang=&edition=full","pubTime":"2021-07-02 22:39","market":"us","language":"zh","title":"【异动】IBM跌超3%，消息称总裁将卸任","url":"https://stock-news.laohu8.com/highlight/detail?id=1190337971","media":"老虎资讯综合","summary":"7月2日，IBM盘中跌超3%，消息称IBM的总裁Jim Whitehurst将卸任。","content":"<p>7月2日，<a href=\"https://laohu8.com/S/IBM\">IBM</a>盘中跌超3%，消息称IBM的总裁Jim Whitehurst将卸任。</p>\n<p><img src=\"https://static.tigerbbs.com/efaf5185a5f31a9f3e7fed6d3dfae9c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<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>【异动】IBM跌超3%，消息称总裁将卸任</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; 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href=\"https://laohu8.com/S/IBM\">IBM</a>盘中跌超3%，消息称IBM的总裁Jim Whitehurst将卸任。</p>\n<p><img src=\"https://static.tigerbbs.com/efaf5185a5f31a9f3e7fed6d3dfae9c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13","relate_stocks":{"IBM":"IBM"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190337971","content_text":"7月2日，IBM盘中跌超3%，消息称IBM的总裁Jim Whitehurst将卸任。","news_type":1},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156745955,"gmtCreate":1625238512577,"gmtModify":1631891252674,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156745955","repostId":"2148162803","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156746000,"gmtCreate":1625238453600,"gmtModify":1631891252688,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[{"img":"https://static.tigerbbs.com/30407b733db418f9951e3612ddc71f6c","width":"1125","height":"1933"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156746000","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":158842842,"gmtCreate":1625146328486,"gmtModify":1631891252707,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"Tiger","listText":"Tiger","text":"Tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158842842","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625021330,"share":"https://www.laohu8.com/m/news/1168133884?lang=&edition=full","pubTime":"2021-06-30 10:48","market":"hk","language":"zh","title":"提醒：因美国独立日假期，7月5日美股全天休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p><b>独立日</b>是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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>提醒：因美国独立日假期，7月5日美股全天休市</title>\n<style 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10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介：</b></p>\n<p><b>独立日</b>是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150800465,"gmtCreate":1624891357557,"gmtModify":1631891252713,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[{"img":"https://static.tigerbbs.com/5521985eb370344c1df6b4a448b98cbc","width":"1125","height":"1933"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150800465","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":127914775,"gmtCreate":1624814268397,"gmtModify":1631891252726,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"Hi 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10:40","market":"us","language":"zh","title":"诡异现象：美国股债同涨！这预示着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192088453","media":"轩言全球宏观","summary":"5月中下旬美国股债同涨反映美元流动性环境转向宽松。","content":"<p>作者：谢亚轩/刘亚欣</p>\n<p><b>核心观点</b></p>\n<p>理解美债收益率回落及其背后的原因对于理解当前海外宏观环境和资本市场表现非常关键。<b>美债收益率的快速回落或主要受到两方面因素影响：一是美元流动性环境的宽松，二是供需矛盾的缓解。</b></p>\n<p><b>一方面，5月中下旬美国股债同涨反映美元流动性环境转向宽松。</b>短期货币政策预期相对平稳是美元流动性宽松的背景因素，但逆回购规模创新高表明宽松的流动性并不是来自于美联储对流动性的额外投放。美元流动性突然大增的原因之一美国财政部TGA账户存款的释放。</p>\n<p>另一方面，海外美元流动性同样较为充裕，5月下旬以来我国股债市场外资流入均加速。<b>全球疫情降温，供给或有恢复，供需矛盾或有缓和</b>，宏观局面由商品“价升量缩”转变为“量价齐升”，意味着实际增速更快回升、实体部门更为具备加杠杆的条件。“量价齐升”所推动的海外信用扩张加速可能也是流动性改善的原因之一。全球美元信用扩张所带来的全球美元供给上升，最终回流美国、购买美债，从而压低美债收益率。</p>\n<p>综上所述，当前美债收益率的下行既受到了美联储政策取向、财政政策操作的边际影响，也受到疫情改善背景下美国乃至全球金融周期向上的推动。未来美联储货币政策拐点、财政部TGA账户存款下降告一段落可能给宽松的美元流动性环境带来边际冲击，但全球金融周期向上、私人部门维持美元信用扩张仍然可能成为中期推动美元流动性宽松的因素。</p>\n<p>正文</p>\n<p><b>美债收益率回落的原因与宏观含义</b></p>\n<p><b>美债收益率超预期回落至1.5%以下。</b>近期在美国CPI同比冲高至5%的情况下，十年期美债收益率从此前接近1.7%的高位快速回落至6月10日的1.45%，6月11日小幅反弹至1.47%，仍处于较低位置。由于美国经济向好、通胀走高，并且未来美联储可能考虑边际收紧货币政策，基本面和货币政策因素似乎指向美国名义利率应仍然向上，近期美债收益率的快速回落超出预期。</p>\n<p><b>通胀预期与实际利率均对美国名义利率的回落有贡献。</b>通过拆解可见，5月19日以来，10Y美债收益率回落21BP，其中16BP可以由通胀预期的回落解释，另外5BP可以用实际利率下降来解释，通胀预期与实际利率均对美国名义利率的回落有贡献，但通胀预期的影响更大。</p>\n<p><img src=\"https://static.tigerbbs.com/5fc9b5568edff460bfb4a75b7cb99bfa\" tg-width=\"987\" tg-height=\"649\" referrerpolicy=\"no-referrer\"></p>\n<p>从不同期限的美债收益率变化来看，短端相对稳定，期限越长降幅越大。</p>\n<p><img src=\"https://static.tigerbbs.com/1c1187aea72fb89cb6852ef52deabe21\" tg-width=\"1039\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>我们认为，理解美债收益率回落及其背后的原因对于理解当前海外宏观环境和资本市场表现非常关键。美债收益率的快速回落或主要受到两方面因素影响：一是美元流动性环境的宽松，二是供需矛盾的缓解。</p>\n<p><b>1、美元流动性为何宽松?</b></p>\n<p><b>5月中下旬美国股债同涨反映美元流动性环境转向宽松。</b>影响股债表现的宏观因素主要包含名义增速和流动性因素，2020年4月以来，美股、美债收益率总体呈现同向变化，背后主要反映美国名义GDP增速的改善，但3月下旬以来，股债表现的关系发生了变化，股债开始呈现同涨同跌，美债收益率与美股开始反向运行，侧面反映流动性因素开始主导资产价格。5月中下旬开始，美债收益率的回落伴随着美股上涨，反映流动性环境转向宽松。</p>\n<p><img src=\"https://static.tigerbbs.com/224494c143056719bac93386941e4257\" tg-width=\"1025\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p>流动性受到两方面因素的影响，一是政策因素，二是市场因素影响的信用派生情况。</p>\n<p><b>短期货币政策预期相对平稳是美元流动性宽松的背景因素。</b>对于4月通胀超预期，美联储一再强调高通胀的暂时性，并不急于因此调整货币政策，这也解释了5月CPI再度冲高并没有引发流动性紧张预期。同时4、5月美国新增非农就业人数均相对偏低，劳动力市场因财政补贴等因素恢复缓慢，打消了美联储加速收紧货币政策的“合法性”。这也是此前我们一直强调的，美联储对于价格稳定和充分就业双支柱框架中的两个目标在不同经济阶段的重视程度是不同的，在经济复苏的初期，经济基本面和劳动力市场恢复的情况可能是对货币政策更为关键的影响因素。总之，市场认可当前的宏观环境不至使美联储加速收紧货币政策，短期货币政策预期相对平稳。</p>\n<p><img src=\"https://static.tigerbbs.com/06f87b1207f4b7ad5b82e35709dbfdff\" tg-width=\"1032\" tg-height=\"671\" referrerpolicy=\"no-referrer\"></p>\n<p><b>但宽松的流动性并不是来自于美联储对流动性的额外投放。</b>从近期隔夜逆回购的成交规模来看，由于美元流动性的泛滥，美联储在通过隔夜逆回购的形式对过剩流动性进行回收，并且回收规模不断上升，表明宽松流动性的来源并非是美联储的额外投放。</p>\n<p><img src=\"https://static.tigerbbs.com/7317718446922cea25db01285a75ad9f\" tg-width=\"1021\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美元流动性突然大增的原因之一美国财政部TGA账户存款的释放。</b>美国财政部TGA账户(The Treasury General Account)又称财政部一般账户，美国财政部使用该账户支付所有美国政府的官方款项，账户开立于纽约联邦储备银行，美国财政部一般账户存款直接构成美联储的负债。</p>\n<p>去年以来由于美国积极财政政策和大规模的国债发行，财政部TGA账户积累了大量存款，2020年7月曾达到最高1.8万亿美元的规模，截至2021年2月24日，这一规模为1.44万亿美元，2021年2月，美国财政部宣布将在4月前将TGA余额减半，并在6月底前削减至5000亿美元。虽然落后于此前目标，但3月以来财政部TGA账户存款规模确实快速下降，截至6月9日已降至6736亿美元，较2月24日下降了7661亿美元。财政部TGA账户资金的释放主要以财政支出、归还存量债务等名义，但实际上最终体现为私人部门在银行存款的增加，从而增加银行准备金余额，使得银行体系流动性变得更为充裕，并增加对于各类资产的需求。</p>\n<p><img src=\"https://static.tigerbbs.com/289b5f9846504d854c3b8247df74dc70\" tg-width=\"1033\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、全球疫情降温有助于供需矛盾缓和</b></p>\n<p>除了美国国内，海外美元流动性同样较为充裕，5月下旬以来，亚洲新兴经济体资本流入规模普遍上升，我国股债市场外资流入均加速，全球性的美元流动性充裕似乎表明除了美国货币、财政政策的影响之外，受基本面和市场化因素影响的信用扩张也在发挥作用。</p>\n<p><img src=\"https://static.tigerbbs.com/23b543feb7c1012430b02a80739cf56d\" tg-width=\"1002\" tg-height=\"677\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球疫情降温，供给或有恢复，供需矛盾或有缓和。</b>从5月初开始，除了部分亚洲国家外，全球主要国家/地区的疫情都出现了新增确诊人数环比下降的降温态势，典型的地区包括北美、欧洲国家、中东、印度等，南美也略有改善。如果我们以发达国家货币、财政支持下的终端消费需求和经济重启程度表现代表全球需求的观测指标，将全球疫情形势的边际变化作为供给恢复的观测指标，那么在疫情全面出现改善的情景下，预计需求不弱、供给出现了一定恢复，供需矛盾或有缓和。</p>\n<p><img src=\"https://static.tigerbbs.com/65c957ba4f4e35fc90f0dee467a3c533\" tg-width=\"1080\" tg-height=\"249\" referrerpolicy=\"no-referrer\"></p>\n<p>5月下旬以来大宗商品价格涨势趋缓，或也侧面印证了供给的恢复，并促成了通胀预期的下降。宏观局面由商品“价升量缩”转变为“量价齐升”，意味着实际增速更快回升、实体部门更为具备加杠杆的条件。“量价齐升”所推动的海外信用扩张加速可能也是流动性改善的原因之一。</p>\n<p><img src=\"https://static.tigerbbs.com/7cecb3ad2599a0916d64896c86115b27\" tg-width=\"1033\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球美元信用扩张所带来的全球美元供给上升，最终回流美国、购买美债，从而压低美债收益率，归根结底，美元是全球的美元，美债是全球的美债，两者均与全球经济金融形势深度互动。</b>研判美债走势不能拘泥于美国自身的经济周期，而应放眼全球的金融周期。鉴此，美债收益率上行固然是美国名义经济增速上行和预期改善的必然结果，但考虑到美联储宽松政策取向和外资回流增持美债对美债收益率的影响，我们再次强调2021全年美国10Y国债收益率的中枢水平低于市场一致预期值的观点。</p>\n<p><b>综上所述，当前美债收益率的下行既受到了美联储政策取向、财政政策操作的边际影响，也受到疫情改善背景下美国乃至全球金融周期向上的推动。未来美联储货币政策拐点、财政部TGA账户存款下降告一段落可能给宽松的美元流动性环境带来边际冲击，但全球金融周期向上、私人部门维持美元信用扩张仍然可能成为中期推动美元流动性宽松的因素。</b></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>诡异现象：美国股债同涨！这预示着什么？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诡异现象：美国股债同涨！这预示着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1074310856\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/314bbd40a5dd4b5abe6774d5c4151ab7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">轩言全球宏观 </p>\n<p class=\"h-time\">2021-06-15 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者：谢亚轩/刘亚欣</p>\n<p><b>核心观点</b></p>\n<p>理解美债收益率回落及其背后的原因对于理解当前海外宏观环境和资本市场表现非常关键。<b>美债收益率的快速回落或主要受到两方面因素影响：一是美元流动性环境的宽松，二是供需矛盾的缓解。</b></p>\n<p><b>一方面，5月中下旬美国股债同涨反映美元流动性环境转向宽松。</b>短期货币政策预期相对平稳是美元流动性宽松的背景因素，但逆回购规模创新高表明宽松的流动性并不是来自于美联储对流动性的额外投放。美元流动性突然大增的原因之一美国财政部TGA账户存款的释放。</p>\n<p>另一方面，海外美元流动性同样较为充裕，5月下旬以来我国股债市场外资流入均加速。<b>全球疫情降温，供给或有恢复，供需矛盾或有缓和</b>，宏观局面由商品“价升量缩”转变为“量价齐升”，意味着实际增速更快回升、实体部门更为具备加杠杆的条件。“量价齐升”所推动的海外信用扩张加速可能也是流动性改善的原因之一。全球美元信用扩张所带来的全球美元供给上升，最终回流美国、购买美债，从而压低美债收益率。</p>\n<p>综上所述，当前美债收益率的下行既受到了美联储政策取向、财政政策操作的边际影响，也受到疫情改善背景下美国乃至全球金融周期向上的推动。未来美联储货币政策拐点、财政部TGA账户存款下降告一段落可能给宽松的美元流动性环境带来边际冲击，但全球金融周期向上、私人部门维持美元信用扩张仍然可能成为中期推动美元流动性宽松的因素。</p>\n<p>正文</p>\n<p><b>美债收益率回落的原因与宏观含义</b></p>\n<p><b>美债收益率超预期回落至1.5%以下。</b>近期在美国CPI同比冲高至5%的情况下，十年期美债收益率从此前接近1.7%的高位快速回落至6月10日的1.45%，6月11日小幅反弹至1.47%，仍处于较低位置。由于美国经济向好、通胀走高，并且未来美联储可能考虑边际收紧货币政策，基本面和货币政策因素似乎指向美国名义利率应仍然向上，近期美债收益率的快速回落超出预期。</p>\n<p><b>通胀预期与实际利率均对美国名义利率的回落有贡献。</b>通过拆解可见，5月19日以来，10Y美债收益率回落21BP，其中16BP可以由通胀预期的回落解释，另外5BP可以用实际利率下降来解释，通胀预期与实际利率均对美国名义利率的回落有贡献，但通胀预期的影响更大。</p>\n<p><img src=\"https://static.tigerbbs.com/5fc9b5568edff460bfb4a75b7cb99bfa\" tg-width=\"987\" tg-height=\"649\" referrerpolicy=\"no-referrer\"></p>\n<p>从不同期限的美债收益率变化来看，短端相对稳定，期限越长降幅越大。</p>\n<p><img src=\"https://static.tigerbbs.com/1c1187aea72fb89cb6852ef52deabe21\" tg-width=\"1039\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p>我们认为，理解美债收益率回落及其背后的原因对于理解当前海外宏观环境和资本市场表现非常关键。美债收益率的快速回落或主要受到两方面因素影响：一是美元流动性环境的宽松，二是供需矛盾的缓解。</p>\n<p><b>1、美元流动性为何宽松?</b></p>\n<p><b>5月中下旬美国股债同涨反映美元流动性环境转向宽松。</b>影响股债表现的宏观因素主要包含名义增速和流动性因素，2020年4月以来，美股、美债收益率总体呈现同向变化，背后主要反映美国名义GDP增速的改善，但3月下旬以来，股债表现的关系发生了变化，股债开始呈现同涨同跌，美债收益率与美股开始反向运行，侧面反映流动性因素开始主导资产价格。5月中下旬开始，美债收益率的回落伴随着美股上涨，反映流动性环境转向宽松。</p>\n<p><img src=\"https://static.tigerbbs.com/224494c143056719bac93386941e4257\" tg-width=\"1025\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p>流动性受到两方面因素的影响，一是政策因素，二是市场因素影响的信用派生情况。</p>\n<p><b>短期货币政策预期相对平稳是美元流动性宽松的背景因素。</b>对于4月通胀超预期，美联储一再强调高通胀的暂时性，并不急于因此调整货币政策，这也解释了5月CPI再度冲高并没有引发流动性紧张预期。同时4、5月美国新增非农就业人数均相对偏低，劳动力市场因财政补贴等因素恢复缓慢，打消了美联储加速收紧货币政策的“合法性”。这也是此前我们一直强调的，美联储对于价格稳定和充分就业双支柱框架中的两个目标在不同经济阶段的重视程度是不同的，在经济复苏的初期，经济基本面和劳动力市场恢复的情况可能是对货币政策更为关键的影响因素。总之，市场认可当前的宏观环境不至使美联储加速收紧货币政策，短期货币政策预期相对平稳。</p>\n<p><img src=\"https://static.tigerbbs.com/06f87b1207f4b7ad5b82e35709dbfdff\" tg-width=\"1032\" tg-height=\"671\" referrerpolicy=\"no-referrer\"></p>\n<p><b>但宽松的流动性并不是来自于美联储对流动性的额外投放。</b>从近期隔夜逆回购的成交规模来看，由于美元流动性的泛滥，美联储在通过隔夜逆回购的形式对过剩流动性进行回收，并且回收规模不断上升，表明宽松流动性的来源并非是美联储的额外投放。</p>\n<p><img src=\"https://static.tigerbbs.com/7317718446922cea25db01285a75ad9f\" tg-width=\"1021\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美元流动性突然大增的原因之一美国财政部TGA账户存款的释放。</b>美国财政部TGA账户(The Treasury General Account)又称财政部一般账户，美国财政部使用该账户支付所有美国政府的官方款项，账户开立于纽约联邦储备银行，美国财政部一般账户存款直接构成美联储的负债。</p>\n<p>去年以来由于美国积极财政政策和大规模的国债发行，财政部TGA账户积累了大量存款，2020年7月曾达到最高1.8万亿美元的规模，截至2021年2月24日，这一规模为1.44万亿美元，2021年2月，美国财政部宣布将在4月前将TGA余额减半，并在6月底前削减至5000亿美元。虽然落后于此前目标，但3月以来财政部TGA账户存款规模确实快速下降，截至6月9日已降至6736亿美元，较2月24日下降了7661亿美元。财政部TGA账户资金的释放主要以财政支出、归还存量债务等名义，但实际上最终体现为私人部门在银行存款的增加，从而增加银行准备金余额，使得银行体系流动性变得更为充裕，并增加对于各类资产的需求。</p>\n<p><img src=\"https://static.tigerbbs.com/289b5f9846504d854c3b8247df74dc70\" tg-width=\"1033\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、全球疫情降温有助于供需矛盾缓和</b></p>\n<p>除了美国国内，海外美元流动性同样较为充裕，5月下旬以来，亚洲新兴经济体资本流入规模普遍上升，我国股债市场外资流入均加速，全球性的美元流动性充裕似乎表明除了美国货币、财政政策的影响之外，受基本面和市场化因素影响的信用扩张也在发挥作用。</p>\n<p><img src=\"https://static.tigerbbs.com/23b543feb7c1012430b02a80739cf56d\" tg-width=\"1002\" tg-height=\"677\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球疫情降温，供给或有恢复，供需矛盾或有缓和。</b>从5月初开始，除了部分亚洲国家外，全球主要国家/地区的疫情都出现了新增确诊人数环比下降的降温态势，典型的地区包括北美、欧洲国家、中东、印度等，南美也略有改善。如果我们以发达国家货币、财政支持下的终端消费需求和经济重启程度表现代表全球需求的观测指标，将全球疫情形势的边际变化作为供给恢复的观测指标，那么在疫情全面出现改善的情景下，预计需求不弱、供给出现了一定恢复，供需矛盾或有缓和。</p>\n<p><img src=\"https://static.tigerbbs.com/65c957ba4f4e35fc90f0dee467a3c533\" tg-width=\"1080\" tg-height=\"249\" referrerpolicy=\"no-referrer\"></p>\n<p>5月下旬以来大宗商品价格涨势趋缓，或也侧面印证了供给的恢复，并促成了通胀预期的下降。宏观局面由商品“价升量缩”转变为“量价齐升”，意味着实际增速更快回升、实体部门更为具备加杠杆的条件。“量价齐升”所推动的海外信用扩张加速可能也是流动性改善的原因之一。</p>\n<p><img src=\"https://static.tigerbbs.com/7cecb3ad2599a0916d64896c86115b27\" tg-width=\"1033\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球美元信用扩张所带来的全球美元供给上升，最终回流美国、购买美债，从而压低美债收益率，归根结底，美元是全球的美元，美债是全球的美债，两者均与全球经济金融形势深度互动。</b>研判美债走势不能拘泥于美国自身的经济周期，而应放眼全球的金融周期。鉴此，美债收益率上行固然是美国名义经济增速上行和预期改善的必然结果，但考虑到美联储宽松政策取向和外资回流增持美债对美债收益率的影响，我们再次强调2021全年美国10Y国债收益率的中枢水平低于市场一致预期值的观点。</p>\n<p><b>综上所述，当前美债收益率的下行既受到了美联储政策取向、财政政策操作的边际影响，也受到疫情改善背景下美国乃至全球金融周期向上的推动。未来美联储货币政策拐点、财政部TGA账户存款下降告一段落可能给宽松的美元流动性环境带来边际冲击，但全球金融周期向上、私人部门维持美元信用扩张仍然可能成为中期推动美元流动性宽松的因素。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192088453","content_text":"作者：谢亚轩/刘亚欣\n核心观点\n理解美债收益率回落及其背后的原因对于理解当前海外宏观环境和资本市场表现非常关键。美债收益率的快速回落或主要受到两方面因素影响：一是美元流动性环境的宽松，二是供需矛盾的缓解。\n一方面，5月中下旬美国股债同涨反映美元流动性环境转向宽松。短期货币政策预期相对平稳是美元流动性宽松的背景因素，但逆回购规模创新高表明宽松的流动性并不是来自于美联储对流动性的额外投放。美元流动性突然大增的原因之一美国财政部TGA账户存款的释放。\n另一方面，海外美元流动性同样较为充裕，5月下旬以来我国股债市场外资流入均加速。全球疫情降温，供给或有恢复，供需矛盾或有缓和，宏观局面由商品“价升量缩”转变为“量价齐升”，意味着实际增速更快回升、实体部门更为具备加杠杆的条件。“量价齐升”所推动的海外信用扩张加速可能也是流动性改善的原因之一。全球美元信用扩张所带来的全球美元供给上升，最终回流美国、购买美债，从而压低美债收益率。\n综上所述，当前美债收益率的下行既受到了美联储政策取向、财政政策操作的边际影响，也受到疫情改善背景下美国乃至全球金融周期向上的推动。未来美联储货币政策拐点、财政部TGA账户存款下降告一段落可能给宽松的美元流动性环境带来边际冲击，但全球金融周期向上、私人部门维持美元信用扩张仍然可能成为中期推动美元流动性宽松的因素。\n正文\n美债收益率回落的原因与宏观含义\n美债收益率超预期回落至1.5%以下。近期在美国CPI同比冲高至5%的情况下，十年期美债收益率从此前接近1.7%的高位快速回落至6月10日的1.45%，6月11日小幅反弹至1.47%，仍处于较低位置。由于美国经济向好、通胀走高，并且未来美联储可能考虑边际收紧货币政策，基本面和货币政策因素似乎指向美国名义利率应仍然向上，近期美债收益率的快速回落超出预期。\n通胀预期与实际利率均对美国名义利率的回落有贡献。通过拆解可见，5月19日以来，10Y美债收益率回落21BP，其中16BP可以由通胀预期的回落解释，另外5BP可以用实际利率下降来解释，通胀预期与实际利率均对美国名义利率的回落有贡献，但通胀预期的影响更大。\n\n从不同期限的美债收益率变化来看，短端相对稳定，期限越长降幅越大。\n\n我们认为，理解美债收益率回落及其背后的原因对于理解当前海外宏观环境和资本市场表现非常关键。美债收益率的快速回落或主要受到两方面因素影响：一是美元流动性环境的宽松，二是供需矛盾的缓解。\n1、美元流动性为何宽松?\n5月中下旬美国股债同涨反映美元流动性环境转向宽松。影响股债表现的宏观因素主要包含名义增速和流动性因素，2020年4月以来，美股、美债收益率总体呈现同向变化，背后主要反映美国名义GDP增速的改善，但3月下旬以来，股债表现的关系发生了变化，股债开始呈现同涨同跌，美债收益率与美股开始反向运行，侧面反映流动性因素开始主导资产价格。5月中下旬开始，美债收益率的回落伴随着美股上涨，反映流动性环境转向宽松。\n\n流动性受到两方面因素的影响，一是政策因素，二是市场因素影响的信用派生情况。\n短期货币政策预期相对平稳是美元流动性宽松的背景因素。对于4月通胀超预期，美联储一再强调高通胀的暂时性，并不急于因此调整货币政策，这也解释了5月CPI再度冲高并没有引发流动性紧张预期。同时4、5月美国新增非农就业人数均相对偏低，劳动力市场因财政补贴等因素恢复缓慢，打消了美联储加速收紧货币政策的“合法性”。这也是此前我们一直强调的，美联储对于价格稳定和充分就业双支柱框架中的两个目标在不同经济阶段的重视程度是不同的，在经济复苏的初期，经济基本面和劳动力市场恢复的情况可能是对货币政策更为关键的影响因素。总之，市场认可当前的宏观环境不至使美联储加速收紧货币政策，短期货币政策预期相对平稳。\n\n但宽松的流动性并不是来自于美联储对流动性的额外投放。从近期隔夜逆回购的成交规模来看，由于美元流动性的泛滥，美联储在通过隔夜逆回购的形式对过剩流动性进行回收，并且回收规模不断上升，表明宽松流动性的来源并非是美联储的额外投放。\n\n美元流动性突然大增的原因之一美国财政部TGA账户存款的释放。美国财政部TGA账户(The Treasury General Account)又称财政部一般账户，美国财政部使用该账户支付所有美国政府的官方款项，账户开立于纽约联邦储备银行，美国财政部一般账户存款直接构成美联储的负债。\n去年以来由于美国积极财政政策和大规模的国债发行，财政部TGA账户积累了大量存款，2020年7月曾达到最高1.8万亿美元的规模，截至2021年2月24日，这一规模为1.44万亿美元，2021年2月，美国财政部宣布将在4月前将TGA余额减半，并在6月底前削减至5000亿美元。虽然落后于此前目标，但3月以来财政部TGA账户存款规模确实快速下降，截至6月9日已降至6736亿美元，较2月24日下降了7661亿美元。财政部TGA账户资金的释放主要以财政支出、归还存量债务等名义，但实际上最终体现为私人部门在银行存款的增加，从而增加银行准备金余额，使得银行体系流动性变得更为充裕，并增加对于各类资产的需求。\n\n2、全球疫情降温有助于供需矛盾缓和\n除了美国国内，海外美元流动性同样较为充裕，5月下旬以来，亚洲新兴经济体资本流入规模普遍上升，我国股债市场外资流入均加速，全球性的美元流动性充裕似乎表明除了美国货币、财政政策的影响之外，受基本面和市场化因素影响的信用扩张也在发挥作用。\n\n全球疫情降温，供给或有恢复，供需矛盾或有缓和。从5月初开始，除了部分亚洲国家外，全球主要国家/地区的疫情都出现了新增确诊人数环比下降的降温态势，典型的地区包括北美、欧洲国家、中东、印度等，南美也略有改善。如果我们以发达国家货币、财政支持下的终端消费需求和经济重启程度表现代表全球需求的观测指标，将全球疫情形势的边际变化作为供给恢复的观测指标，那么在疫情全面出现改善的情景下，预计需求不弱、供给出现了一定恢复，供需矛盾或有缓和。\n\n5月下旬以来大宗商品价格涨势趋缓，或也侧面印证了供给的恢复，并促成了通胀预期的下降。宏观局面由商品“价升量缩”转变为“量价齐升”，意味着实际增速更快回升、实体部门更为具备加杠杆的条件。“量价齐升”所推动的海外信用扩张加速可能也是流动性改善的原因之一。\n\n全球美元信用扩张所带来的全球美元供给上升，最终回流美国、购买美债，从而压低美债收益率，归根结底，美元是全球的美元，美债是全球的美债，两者均与全球经济金融形势深度互动。研判美债走势不能拘泥于美国自身的经济周期，而应放眼全球的金融周期。鉴此，美债收益率上行固然是美国名义经济增速上行和预期改善的必然结果，但考虑到美联储宽松政策取向和外资回流增持美债对美债收益率的影响，我们再次强调2021全年美国10Y国债收益率的中枢水平低于市场一致预期值的观点。\n综上所述，当前美债收益率的下行既受到了美联储政策取向、财政政策操作的边际影响，也受到疫情改善背景下美国乃至全球金融周期向上的推动。未来美联储货币政策拐点、财政部TGA账户存款下降告一段落可能给宽松的美元流动性环境带来边际冲击，但全球金融周期向上、私人部门维持美元信用扩张仍然可能成为中期推动美元流动性宽松的因素。","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":156771912,"gmtCreate":1625238737436,"gmtModify":1631891252660,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156771912","repostId":"1190337971","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156745955,"gmtCreate":1625238512577,"gmtModify":1631891252674,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"Wa","listText":"Wa","text":"Wa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156745955","repostId":"2148162803","repostType":4,"repost":{"id":"2148162803","kind":"news","pubTimestamp":1625235303,"share":"https://www.laohu8.com/m/news/2148162803?lang=&edition=full","pubTime":"2021-07-02 22:15","market":"hk","language":"zh","title":"福特汽车电动汽车6月销量激增117%，全美总销量下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2148162803","media":"智通财经","summary":"福特汽车今日公布最新统计数据，6月份全美总销量为115789辆，同比下降26.9%。全年销售额增长4.9%。\n6月份电动汽车销量激增117%，创下了56,570辆的上半年销售新纪录。卡车同比销量下滑2","content":"<p><a href=\"https://laohu8.com/S/F\">福特汽车</a>今日公布最新统计数据，6月份全美总销量为115789辆，同比下降26.9%。全年销售额增长4.9%。</p>\n<p>6月份电动汽车销量激增117%，创下了56,570辆的上半年销售新纪录。卡车同比销量下滑27%至63,129辆，轿车销量下滑81.8%至2,868辆，SUV销量下滑11.5%至49,792辆。零售总额下降32.5%。</p>\n<p>F系列的车型同比销量下降了29.9%，销量为45,763辆。Mustang Mach-E 销量环比增长27%。林肯suv销量同比下降了31.9%，仅为4,800辆。在零售方面，林肯SUV销量同比增长了23.3%，总销量为46,018辆。</p>\n<p>年初至今福特SUV销量增长39%，在新产品的推动下，上半年零售额达到了20年来的最高水平。</p>","source":"stock_zhitongcaijing","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>福特汽车电动汽车6月销量激增117%，全美总销量下滑</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{ 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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福特汽车电动汽车6月销量激增117%，全美总销量下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/506736.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>福特汽车今日公布最新统计数据，6月份全美总销量为115789辆，同比下降26.9%。全年销售额增长4.9%。\n6月份电动汽车销量激增117%，创下了56,570辆的上半年销售新纪录。卡车同比销量下滑27%至63,129辆，轿车销量下滑81.8%至2,868辆，SUV销量下滑11.5%至49,792辆。零售总额下降32.5%。\nF系列的车型同比销量下降了29.9%，销量为45,763辆。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/506736.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/f27c1c8aa54c63bbf415c36a2121f812","relate_stocks":{"F":"福特汽车"},"source_url":"http://www.zhitongcaijing.com/content/detail/506736.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148162803","content_text":"福特汽车今日公布最新统计数据，6月份全美总销量为115789辆，同比下降26.9%。全年销售额增长4.9%。\n6月份电动汽车销量激增117%，创下了56,570辆的上半年销售新纪录。卡车同比销量下滑27%至63,129辆，轿车销量下滑81.8%至2,868辆，SUV销量下滑11.5%至49,792辆。零售总额下降32.5%。\nF系列的车型同比销量下降了29.9%，销量为45,763辆。Mustang Mach-E 销量环比增长27%。林肯suv销量同比下降了31.9%，仅为4,800辆。在零售方面，林肯SUV销量同比增长了23.3%，总销量为46,018辆。\n年初至今福特SUV销量增长39%，在新产品的推动下，上半年零售额达到了20年来的最高水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156776501,"gmtCreate":1625238841103,"gmtModify":1631891252632,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"👍🏻👍🏻","listText":"👍🏻👍🏻","text":"👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156776501","repostId":"2148803813","repostType":4,"repost":{"id":"2148803813","kind":"news","pubTimestamp":1625236084,"share":"https://www.laohu8.com/m/news/2148803813?lang=&edition=full","pubTime":"2021-07-02 22:28","market":"us","language":"zh","title":"首度突破20万销量，特斯拉能否高枕无忧？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803813","media":"36氪","summary":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海","content":"<p>2021年二季度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交付量持续增长，首度突破20万辆。</p>\n<p>其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。</p>\n<p>车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。</p>\n<p>相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）</p>\n<p>即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。</p>\n<p>同时，特斯拉还要面临传统车企巨头大众的挑战。</p>\n<p>近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。</p>\n<p>相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。</p>","source":"tencent","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>首度突破20万销量，特斯拉能否高枕无忧？</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首度突破20万销量，特斯拉能否高枕无忧？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148803813","content_text":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。\n相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）\n即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。\n同时，特斯拉还要面临传统车企巨头大众的挑战。\n近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。\n相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156778959,"gmtCreate":1625238794671,"gmtModify":1631891252645,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"Tiger","listText":"Tiger","text":"Tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156778959","repostId":"2148803813","repostType":4,"repost":{"id":"2148803813","kind":"news","pubTimestamp":1625236084,"share":"https://www.laohu8.com/m/news/2148803813?lang=&edition=full","pubTime":"2021-07-02 22:28","market":"us","language":"zh","title":"首度突破20万销量，特斯拉能否高枕无忧？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803813","media":"36氪","summary":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海","content":"<p>2021年二季度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交付量持续增长，首度突破20万辆。</p>\n<p>其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。</p>\n<p>车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。</p>\n<p>相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）</p>\n<p>即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。</p>\n<p>同时，特斯拉还要面临传统车企巨头大众的挑战。</p>\n<p>近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。</p>\n<p>相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。</p>","source":"tencent","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>首度突破20万销量，特斯拉能否高枕无忧？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首度突破20万销量，特斯拉能否高枕无忧？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148803813","content_text":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。\n相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）\n即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。\n同时，特斯拉还要面临传统车企巨头大众的挑战。\n近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。\n相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158842842,"gmtCreate":1625146328486,"gmtModify":1631891252707,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"Tiger","listText":"Tiger","text":"Tiger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158842842","repostId":"1168133884","repostType":4,"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156772115,"gmtCreate":1625238861837,"gmtModify":1631891252607,"author":{"id":"3582022052212856","authorId":"3582022052212856","name":"Yenyenpoo","avatar":"https://static.tigerbbs.com/d5294bd37b5186625869bf9dbc61e962","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582022052212856","authorIdStr":"3582022052212856"},"themes":[],"htmlText":"哦哦","listText":"哦哦","text":"哦哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156772115","repostId":"1156268224","repostType":4,"repost":{"id":"1156268224","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625234699,"share":"https://www.laohu8.com/m/news/1156268224?lang=&edition=full","pubTime":"2021-07-02 22:04","market":"us","language":"zh","title":"【异动】AMC直线跳水！做空机构：我们正在做空","url":"https://stock-news.laohu8.com/highlight/detail?id=1156268224","media":"老虎资讯综合","summary":"7月2日，AMC院线盘初跌超8%，做空机构Iceberg Research：我们正在做空AMC院线。","content":"<p>7月2日，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘初跌超8%，做空机构Iceberg Research：我们正在做空AMC院线。<img src=\"https://static.tigerbbs.com/3d1e215772c9c8e2ea0f3cd90e535d59\" tg-width=\"596\" tg-height=\"137\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d9710d40ef88052b43b057486be81cb4\" tg-width=\"840\" tg-height=\"470\" 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>【异动】AMC直线跳水！做空机构：我们正在做空</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; 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href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘初跌超8%，做空机构Iceberg Research：我们正在做空AMC院线。<img src=\"https://static.tigerbbs.com/3d1e215772c9c8e2ea0f3cd90e535d59\" tg-width=\"596\" tg-height=\"137\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d9710d40ef88052b43b057486be81cb4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3400ab07be851836f985363e52636fda","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156268224","content_text":"7月2日，AMC院线盘初跌超8%，做空机构Iceberg 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