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蜀山氏

蜀山氏

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3主题

0勋章

2021-05-19

离谱

@丫丫港股圈:开始跟上美股了

2021-05-19

美国政府这是要入局吗

抱歉，原内容已删除

2021-05-19

这篇文章不错，转发给大家看

Wall Street closes lower on weak telecom stocks despite strong retail earnings

2021-05-14

基本盘

@扑克投资家:哈佛大学：关于新冠的绝望未来

2021-05-10

这篇文章不错，转发给大家看

美国经济可能”内爆“，在这之前还能买什么？

2021-05-10

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-05-10

这篇文章不错，转发给大家看

美国经济可能”内爆“，在这之前还能买什么？

2021-05-10

特斯拉本来很少投入营销，这波不亏，免费营销了这么久

抱歉，原内容已删除

2021-04-22

考虑入了

美国航空盘前涨超3%，Q1营收40.08亿美元

2021-04-22

观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。

“牛市女皇”木头姐的作业可以抄吗？

2021-04-22

阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？

抱歉，原内容已删除

2021-04-22

黑石也是玄学老司机了

黑石集团Q1净利润17.48亿美元，大幅超过预期

2021-04-22

Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。

抱歉，原内容已删除

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风格始终会轮回，与其担心这些股的周期马上崩了，不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","images":[{"img":"https://static.tigerbbs.com/a80a6ed16ea44227839b1c94027077d0","width":"1078","height":"359"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194127392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194245506,"gmtCreate":1621384487805,"gmtModify":1621384487805,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"美国政府这是要入局吗","listText":"美国政府这是要入局吗","text":"美国政府这是要入局吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194245506","repostId":"1101398960","repostType":2,"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194250734,"gmtCreate":1621383862328,"gmtModify":1621383862328,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194250734","repostId":"2136999458","repostType":4,"repost":{"id":"2136999458","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621372003,"share":"https://www.laohu8.com/m/news/2136999458?lang=&edition=full","pubTime":"2021-05-19 05:06","market":"us","language":"en","title":"Wall Street closes lower on weak telecom stocks despite strong retail earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2136999458","media":"Reuters","summary":"May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks ","content":"<p>May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.</p><p>AT&amp;T Inc&nbsp;shed 5.8%, among the biggest percentage decliners in the benchmark S&amp;P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .</p><p>T-Mobile&nbsp;and Verizon Communications    also dropped 3.71% and 1.31%.</p><p>Eight of 11 major S&amp;P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.</p><p>The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.</p><p>\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"</p><p>Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.</p><p>Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.</p><p>Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.</p><p>\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"</p><p>Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.</p><p>The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&amp;P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.</p><p>Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.</p><p>Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/2136994595\" target=\"_blank\">Take-Two stock rises following earnings beat</a></p><p><a href=\"https://laohu8.com/NW/2136994482\" target=\"_blank\">Trip.com rises 6% as first quarter brings surprise profit, revenue turnaround</a></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>Wall Street closes lower on weak telecom stocks despite strong retail earnings</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; 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}\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\">\nWall Street closes lower on weak telecom stocks despite strong retail earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-19 05:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.</p><p>AT&amp;T Inc&nbsp;shed 5.8%, among the biggest percentage decliners in the benchmark S&amp;P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .</p><p>T-Mobile&nbsp;and Verizon Communications    also dropped 3.71% and 1.31%.</p><p>Eight of 11 major S&amp;P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.</p><p>The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.</p><p>\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"</p><p>Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.</p><p>Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.</p><p>Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.</p><p>\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"</p><p>Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.</p><p>The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&amp;P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.</p><p>Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.</p><p>Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/2136994595\" target=\"_blank\">Take-Two stock rises following earnings beat</a></p><p><a href=\"https://laohu8.com/NW/2136994482\" target=\"_blank\">Trip.com rises 6% as first quarter brings surprise profit, revenue turnaround</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136999458","content_text":"May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.AT&T Inc shed 5.8%, among the biggest percentage decliners in the benchmark S&P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .T-Mobile and Verizon Communications    also dropped 3.71% and 1.31%.Eight of 11 major S&P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.The S&P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.Financial ReportTake-Two stock rises following earnings beatTrip.com rises 6% as first quarter brings surprise profit, revenue turnaround","news_type":1},"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198830789,"gmtCreate":1620950043541,"gmtModify":1620950043541,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"基本盘","listText":"基本盘","text":"基本盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198830789","repostId":"102211028","repostType":1,"repost":{"id":102211028,"gmtCreate":1620216000000,"gmtModify":1705754358149,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"哈佛大学：关于新冠的绝望未来","htmlText":"作 者&nbsp;| 哈佛大学 来 源&nbsp;|&nbsp;哈佛参考 近日，哈佛大学公共卫生学院发了一篇Science：根据论文中的描述，无论是否能研发出疫苗，新冠病毒都可能会陪伴人类到2025年。（来源：北美观察家） 那么，2025年以后人类能摆脱新冠病毒吗？不，只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说，这篇论文关键说了这几点： 1、被我们寄予厚望的疫苗，作用很可能会非常小！ 因为人类感染者产生的抗体有效期可能只有40周（&lt;300天），比疫苗的研发周期都要短！ 如果疫苗不能起作用，那么新冠将会变成一个10-50倍致死率的流感，在全世界范围内反复爆发收割人头。 2、未来各国的策略，就是尽可能采用疏离措施，把感染率维持在一个较低的水平，以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手，而人类整体的医疗支出会大幅上升，预期寿命会降低。 现在看来更可能的情况是：以后的每一年，病毒都会呼啸而来，直到地老天荒.…… 印度最近的情况，真实发生了：新冠病毒🦠变异太强 而哈佛大学的这篇论文，已经在不少程度上得到了验证！ 美国最新的一项研究显示，人体感染新冠病毒康复后，体内的抗体可能只能维持2到3个月。尤其无症状感染者，抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示，他们在重庆市进行的调查发现，新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外，无症状感染者的免疫反应弱于有症状感染者。 据介绍，重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究，研究对象为285名感染者，其中包括37名无症状感染者，从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现，约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行，毕竟，这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","listText":"作 者&nbsp;| 哈佛大学 来 源&nbsp;|&nbsp;哈佛参考 近日，哈佛大学公共卫生学院发了一篇Science：根据论文中的描述，无论是否能研发出疫苗，新冠病毒都可能会陪伴人类到2025年。（来源：北美观察家） 那么，2025年以后人类能摆脱新冠病毒吗？不，只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说，这篇论文关键说了这几点： 1、被我们寄予厚望的疫苗，作用很可能会非常小！ 因为人类感染者产生的抗体有效期可能只有40周（&lt;300天），比疫苗的研发周期都要短！ 如果疫苗不能起作用，那么新冠将会变成一个10-50倍致死率的流感，在全世界范围内反复爆发收割人头。 2、未来各国的策略，就是尽可能采用疏离措施，把感染率维持在一个较低的水平，以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手，而人类整体的医疗支出会大幅上升，预期寿命会降低。 现在看来更可能的情况是：以后的每一年，病毒都会呼啸而来，直到地老天荒.…… 印度最近的情况，真实发生了：新冠病毒🦠变异太强 而哈佛大学的这篇论文，已经在不少程度上得到了验证！ 美国最新的一项研究显示，人体感染新冠病毒康复后，体内的抗体可能只能维持2到3个月。尤其无症状感染者，抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示，他们在重庆市进行的调查发现，新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外，无症状感染者的免疫反应弱于有症状感染者。 据介绍，重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究，研究对象为285名感染者，其中包括37名无症状感染者，从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现，约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行，毕竟，这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","text":"作 者 | 哈佛大学 来 源 | 哈佛参考 近日，哈佛大学公共卫生学院发了一篇Science：根据论文中的描述，无论是否能研发出疫苗，新冠病毒都可能会陪伴人类到2025年。（来源：北美观察家） 那么，2025年以后人类能摆脱新冠病毒吗？不，只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说，这篇论文关键说了这几点： 1、被我们寄予厚望的疫苗，作用很可能会非常小！ 因为人类感染者产生的抗体有效期可能只有40周（<300天），比疫苗的研发周期都要短！ 如果疫苗不能起作用，那么新冠将会变成一个10-50倍致死率的流感，在全世界范围内反复爆发收割人头。 2、未来各国的策略，就是尽可能采用疏离措施，把感染率维持在一个较低的水平，以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手，而人类整体的医疗支出会大幅上升，预期寿命会降低。 现在看来更可能的情况是：以后的每一年，病毒都会呼啸而来，直到地老天荒.…… 印度最近的情况，真实发生了：新冠病毒🦠变异太强 而哈佛大学的这篇论文，已经在不少程度上得到了验证！ 美国最新的一项研究显示，人体感染新冠病毒康复后，体内的抗体可能只能维持2到3个月。尤其无症状感染者，抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示，他们在重庆市进行的调查发现，新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外，无症状感染者的免疫反应弱于有症状感染者。 据介绍，重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究，研究对象为285名感染者，其中包括37名无症状感染者，从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现，约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行，毕竟，这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","images":[{"img":"https://static.tigerbbs.com/7f801e2426d24ea7840add93afc963b0","width":"600","height":"400"},{"img":"https://static.tigerbbs.com/84cc0775206543c6b6345e90e9b6d098","width":"952","height":"116"},{"img":"https://static.tigerbbs.com/e831091c574a4a07b85308d011ccba04","width":"1080","height":"1458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102211028","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199025043,"gmtCreate":1620657925182,"gmtModify":1620657925182,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199025043","repostId":"1182815829","repostType":4,"repost":{"id":"1182815829","pubTimestamp":1620655587,"share":"https://www.laohu8.com/m/news/1182815829?lang=&edition=full","pubTime":"2021-05-10 22:06","market":"us","language":"zh","title":"美国经济可能”内爆“，在这之前还能买什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182815829","media":"美港电讯","summary":"预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。","content":"<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，<b><u>预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。</u></b></p>\n<p>Michael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月<b>，更重要的不是就业数据，而是薪资，</b>月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。</p>\n<p>根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），<b>而且这个数字可能还会上升。</b></p>\n<p>在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：</p>\n<blockquote>\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产&gt;金融资产，大宗商品&gt;债券，小盘&gt;大盘，价值&gt;成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n</blockquote>\n<p><b>估值位置方面</b>，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。</p>\n<p><b>政策方面</b>，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”</p>\n<p><b>利润方面</b>，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。</p>\n<p>而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。<b>接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。</b></p>\n<p><b>Michael Hartnett 还对债务和收益率发表了看法</b>：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。</p>\n<p><img src=\"https://static.tigerbbs.com/3ac5f90849797d9fc7adde4ebe68f493\" tg-width=\"529\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。<b>如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。</b></p>","source":"live_meigang","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>美国经济可能”内爆“，在这之前还能买什么？</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{ 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}\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美国经济可能”内爆“，在这之前还能买什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 22:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002899><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002899\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002899","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182815829","content_text":"通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月，更重要的不是就业数据，而是薪资，月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。\n根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），而且这个数字可能还会上升。\n在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：\n\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产>金融资产，大宗商品>债券，小盘>大盘，价值>成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n\n估值位置方面，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。\n政策方面，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”\n利润方面，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。\n而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。\nMichael Hartnett 还对债务和收益率发表了看法：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。\n\n换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199022633,"gmtCreate":1620657890722,"gmtModify":1620657890722,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199022633","repostId":"1190822039","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199020838,"gmtCreate":1620657682424,"gmtModify":1620657682424,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199020838","repostId":"1182815829","repostType":4,"repost":{"id":"1182815829","pubTimestamp":1620655587,"share":"https://www.laohu8.com/m/news/1182815829?lang=&edition=full","pubTime":"2021-05-10 22:06","market":"us","language":"zh","title":"美国经济可能”内爆“，在这之前还能买什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182815829","media":"美港电讯","summary":"预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。","content":"<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，<b><u>预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。</u></b></p>\n<p>Michael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月<b>，更重要的不是就业数据，而是薪资，</b>月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。</p>\n<p>根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），<b>而且这个数字可能还会上升。</b></p>\n<p>在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：</p>\n<blockquote>\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产&gt;金融资产，大宗商品&gt;债券，小盘&gt;大盘，价值&gt;成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n</blockquote>\n<p><b>估值位置方面</b>，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。</p>\n<p><b>政策方面</b>，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”</p>\n<p><b>利润方面</b>，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。</p>\n<p>而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。<b>接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。</b></p>\n<p><b>Michael Hartnett 还对债务和收益率发表了看法</b>：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。</p>\n<p><img src=\"https://static.tigerbbs.com/3ac5f90849797d9fc7adde4ebe68f493\" tg-width=\"529\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。<b>如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。</b></p>","source":"live_meigang","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>美国经济可能”内爆“，在这之前还能买什么？</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{ 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}\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美国经济可能”内爆“，在这之前还能买什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 22:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002899><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002899\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002899","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182815829","content_text":"通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月，更重要的不是就业数据，而是薪资，月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。\n根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），而且这个数字可能还会上升。\n在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：\n\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产>金融资产，大宗商品>债券，小盘>大盘，价值>成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n\n估值位置方面，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。\n政策方面，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”\n利润方面，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。\n而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。\nMichael Hartnett 还对债务和收益率发表了看法：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。\n\n换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190471684,"gmtCreate":1620649049348,"gmtModify":1620649049348,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"特斯拉本来很少投入营销，这波不亏，免费营销了这么久","listText":"特斯拉本来很少投入营销，这波不亏，免费营销了这么久","text":"特斯拉本来很少投入营销，这波不亏，免费营销了这么久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190471684","repostId":"1141384650","repostType":2,"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376354323,"gmtCreate":1619093075562,"gmtModify":1619098939576,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"考虑入了","listText":"考虑入了","text":"考虑入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376354323","repostId":"1135595917","repostType":2,"repost":{"id":"1135595917","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":1619089737,"share":"https://www.laohu8.com/m/news/1135595917?lang=&edition=full","pubTime":"2021-04-22 19:08","market":"us","language":"zh","title":"美国航空盘前涨超3%，Q1营收40.08亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1135595917","media":"老虎资讯综合","summary":"4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。\n\nQ1净利润-12.5亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。\n\nQ1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。\n\n美国航空集团：预计第二季度总营收较2019同期下降40%。\n\n\n\n公布财报后，美国航空集团盘前涨超3%。","content":"<p>4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。</p><p>Q1净利润<b>-12.5</b>亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。</p><p>Q1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。</p><p>美国航空集团：预计第二季度总营收较2019同期下降40%。</p><p><img src=\"https://static.tigerbbs.com/4a1045da191c7389e9d2164b047c4cf0\" tg-width=\"1342\" tg-height=\"743\"></p><p>公布财报后，美国航空集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/81b185953ed60d217cfc22fe91b3a3a7\" tg-width=\"864\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p><p></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国航空盘前涨超3%，Q1营收40.08亿美元</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美国航空盘前涨超3%，Q1营收40.08亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-22 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。</p><p>Q1净利润<b>-12.5</b>亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。</p><p>Q1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。</p><p>美国航空集团：预计第二季度总营收较2019同期下降40%。</p><p><img src=\"https://static.tigerbbs.com/4a1045da191c7389e9d2164b047c4cf0\" tg-width=\"1342\" tg-height=\"743\"></p><p>公布财报后，美国航空集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/81b185953ed60d217cfc22fe91b3a3a7\" tg-width=\"864\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed634a78f5a5571955f182cdf42cbc02","relate_stocks":{"AAL":"美国航空"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135595917","content_text":"4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。Q1净利润-12.5亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。Q1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。美国航空集团：预计第二季度总营收较2019同期下降40%。公布财报后，美国航空集团盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376351458,"gmtCreate":1619092717474,"gmtModify":1619098939575,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。","listText":"观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。","text":"观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376351458","repostId":"2129638628","repostType":4,"repost":{"id":"2129638628","pubTimestamp":1619090314,"share":"https://www.laohu8.com/m/news/2129638628?lang=&edition=full","pubTime":"2021-04-22 19:18","market":"hk","language":"zh","title":"“牛市女皇”木头姐的作业可以抄吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129638628","media":"英为财情Invest...","summary":"“牛市女皇”Cathie Wood的旗舰基金ARK Innovation ETF表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。4月21日市场消息，交易数据显示ARK基金增持了美团、腾讯","content":"<p>“牛市女皇”Cathie Wood的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。</p><p>4月21日市场消息，交易数据显示ARK基金增持了美团、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、奈飞，减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 和<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>；此前，加密货币交易所Coinbase上市后，ARK两天内大举建仓，买入3.52亿美元Coinbase；市场还关注到，ARK旗下的两只基金建仓近308万股图森未来。</p><p>毕竟在2020年创下了近150%的收益，“牛市女皇”的光环仍令不少投资者在思考要不要“抄作业”。在回答这个问题之前，不妨先更深入地了解ARK的基金。</p><p>Cathie Wood多次阐明她的投资理念——在具备颠覆性创新行业中，发掘那些具有长期投资价值的公司。当然，这也意味着这些“潜力股”目前还不赚钱，财报不好看，甚至市值也很小。ARK持有特斯拉至少六年以上，才在2020年收获了超额收益。</p><p><b>事实上，ARK基金中有超过一半的公司在最近一年都没有盈利。</b>据道琼斯市场数据的一项分析，ARK主动管理ETF所覆盖的165只股票中，有85只在最近一个会计年度产生了净亏损。</p><p>无论是流媒体公司<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> 、房产交易网站<a href=\"https://laohu8.com/S/Z\">Zillow</a> Group Inc还是音乐流媒体Spotify Technology SA，都未能在最近的年报中报告盈利。在ARK基金中总头寸高达23亿美元的远程医疗平台Teladoc Inc自2015年上市以来一直处于亏损状态，去年亏损4.85亿美元。</p><p><b>这些公司的特点之一就是高Beta，即大盘涨的时候它们涨得更多，但大盘下跌的时候它们也跌得更凶。</b>正如晨星全球ETF研究主管本·约翰逊（Ben Johnson）所说，这些股票本身的固有风险就要高于大盘。</p><p>而且，考虑到当前从成长股向价值股的市场风格切换这个大趋势（虽然过程多有波动），投资者更加倾向于买入对经济周期敏感的股票，也使得这些股票在短期内更难有出彩表现。</p><p><img src=\"https://static.tigerbbs.com/2feeb941e560ac54c8be39cd9fc31cd3\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"></p><p>ARKK年内走势</p><p><b>要知道，长期以来，投资者一直依靠市盈率等估值指标来衡量某一只股票。但是，对于还没有盈利的公司，这些指标派不上用场。</b>相反，ARK靠的是基于近零利率的贴现现金流模型、还有对于判断企业前景的“眼光”（或者说想像力）来证明这些股票的高估值。这也是为什么Cathie Wood的投资标的往往是极具争议性的。</p><p>晨星公司还指出，<b>ARKK这只基金在流动性较差的小盘股上的高集中度，意味着一旦调仓，势必会引发这些股票的剧烈波动。</b>“该基金持有并增加了在小型公司中的股份，由此抛售这些小盘股的时候很难不会对它们的股价造成重大影响。在所有在美注册的基金中，这只ETF最集中持有其持股10%或以上流通股的公司的股票。然而，ARK缺乏经验的分析师团队、全凭直觉的风险管理方法以及庞大的资金基础，令人怀疑这只基金能否维持过往出色的业绩纪录。”晨星称。</p><p><b>而且，以Cathie Wood的市场号召力，无论是机构还是散户，都有新资金涌入到同一家公司。</b>譬如，持有ARK少量股权的一家日本公司Nikko Asset Management，与ARK共同持有至少三家公司25%以上的股份，包括Compugen Ltd (NASDAQ:CGEN)、Organovo Holdings Inc (NASDAQ:ONVO)和<a href=\"https://laohu8.com/S/NTLA\">Intellia Therapeutics Inc</a> (NASDAQ:NTLA)。两家公司还共同持有另外10家公司中20%或更多的股份。</p><p><b>回到文初的问题，在决定要不要抄“木头姐”的作业之前，必须先认识到ARK基金所买入股票的这些特性，尤其是要综合评估当前的市场趋势以及投资周期。</b></p><p>ARK经常会披露它的最新调仓操作，投资者也切忌照搬，毕竟某些股票的调仓只是为了调节仓位、分散风险，而不是出于看多或看衰某只股票的原因。</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“牛市女皇”木头姐的作业可以抄吗？</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“牛市女皇”木头姐的作业可以抄吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 19:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6221128572_172cee37c00101232p.html><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“牛市女皇”Cathie Wood的旗舰基金ARK Innovation ETF表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。4月21日市场消息，交易数据显示ARK基金增持了美团、腾讯控股、奈飞，减持特斯拉 和PayPal；此前，加密货币交易所Coinbase上市后，ARK两天内大举建仓，买入3.52亿美元Coinbase；市场还关注到，ARK旗下的两只基金建仓近308万股图森未来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6221128572_172cee37c00101232p.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/47590dea3c81adf7e3c824bda968f757","relate_stocks":{"03690":"美团-W","NFLX":"奈飞","TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6221128572_172cee37c00101232p.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129638628","content_text":"“牛市女皇”Cathie Wood的旗舰基金ARK Innovation ETF表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。4月21日市场消息，交易数据显示ARK基金增持了美团、腾讯控股、奈飞，减持特斯拉 和PayPal；此前，加密货币交易所Coinbase上市后，ARK两天内大举建仓，买入3.52亿美元Coinbase；市场还关注到，ARK旗下的两只基金建仓近308万股图森未来。毕竟在2020年创下了近150%的收益，“牛市女皇”的光环仍令不少投资者在思考要不要“抄作业”。在回答这个问题之前，不妨先更深入地了解ARK的基金。Cathie Wood多次阐明她的投资理念——在具备颠覆性创新行业中，发掘那些具有长期投资价值的公司。当然，这也意味着这些“潜力股”目前还不赚钱，财报不好看，甚至市值也很小。ARK持有特斯拉至少六年以上，才在2020年收获了超额收益。事实上，ARK基金中有超过一半的公司在最近一年都没有盈利。据道琼斯市场数据的一项分析，ARK主动管理ETF所覆盖的165只股票中，有85只在最近一个会计年度产生了净亏损。无论是流媒体公司Roku Inc 、房产交易网站Zillow Group Inc还是音乐流媒体Spotify Technology SA，都未能在最近的年报中报告盈利。在ARK基金中总头寸高达23亿美元的远程医疗平台Teladoc Inc自2015年上市以来一直处于亏损状态，去年亏损4.85亿美元。这些公司的特点之一就是高Beta，即大盘涨的时候它们涨得更多，但大盘下跌的时候它们也跌得更凶。正如晨星全球ETF研究主管本·约翰逊（Ben Johnson）所说，这些股票本身的固有风险就要高于大盘。而且，考虑到当前从成长股向价值股的市场风格切换这个大趋势（虽然过程多有波动），投资者更加倾向于买入对经济周期敏感的股票，也使得这些股票在短期内更难有出彩表现。ARKK年内走势要知道，长期以来，投资者一直依靠市盈率等估值指标来衡量某一只股票。但是，对于还没有盈利的公司，这些指标派不上用场。相反，ARK靠的是基于近零利率的贴现现金流模型、还有对于判断企业前景的“眼光”（或者说想像力）来证明这些股票的高估值。这也是为什么Cathie Wood的投资标的往往是极具争议性的。晨星公司还指出，ARKK这只基金在流动性较差的小盘股上的高集中度，意味着一旦调仓，势必会引发这些股票的剧烈波动。“该基金持有并增加了在小型公司中的股份，由此抛售这些小盘股的时候很难不会对它们的股价造成重大影响。在所有在美注册的基金中，这只ETF最集中持有其持股10%或以上流通股的公司的股票。然而，ARK缺乏经验的分析师团队、全凭直觉的风险管理方法以及庞大的资金基础，令人怀疑这只基金能否维持过往出色的业绩纪录。”晨星称。而且，以Cathie Wood的市场号召力，无论是机构还是散户，都有新资金涌入到同一家公司。譬如，持有ARK少量股权的一家日本公司Nikko Asset Management，与ARK共同持有至少三家公司25%以上的股份，包括Compugen Ltd (NASDAQ:CGEN)、Organovo Holdings Inc (NASDAQ:ONVO)和Intellia Therapeutics Inc (NASDAQ:NTLA)。两家公司还共同持有另外10家公司中20%或更多的股份。回到文初的问题，在决定要不要抄“木头姐”的作业之前，必须先认识到ARK基金所买入股票的这些特性，尤其是要综合评估当前的市场趋势以及投资周期。ARK经常会披露它的最新调仓操作，投资者也切忌照搬，毕竟某些股票的调仓只是为了调节仓位、分散风险，而不是出于看多或看衰某只股票的原因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376351000,"gmtCreate":1619092645600,"gmtModify":1619098939575,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？","listText":"阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？","text":"阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376351000","repostId":"1131319975","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376359938,"gmtCreate":1619092508024,"gmtModify":1619098939575,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"黑石也是玄学老司机了","listText":"黑石也是玄学老司机了","text":"黑石也是玄学老司机了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376359938","repostId":"1114595006","repostType":4,"repost":{"id":"1114595006","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":1619090954,"share":"https://www.laohu8.com/m/news/1114595006?lang=&edition=full","pubTime":"2021-04-22 19:29","market":"us","language":"zh","title":"黑石集团Q1净利润17.48亿美元，大幅超过预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1114595006","media":"老虎资讯综合","summary":"黑石集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。Q1净利润（亿美元）：17.48 ，前值：-10.66。Q1每股盈利2.46美元，市场预期盈利0.88美","content":"<p><a href=\"https://laohu8.com/S/BX\">黑石</a>集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。</p><p>Q1净利润（亿美元）：<b>17.48</b>&nbsp;，前值：-10.66。</p><p>Q1每股盈利2.46美元，市场预期盈利0.88美元，去年同期亏损1.58美元。</p><p>公布财报后，黑石集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/420073715f1b1f02480f74e2bfae1ae3\" tg-width=\"400\" tg-height=\"249\" 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>黑石集团Q1净利润17.48亿美元，大幅超过预期</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 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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黑石集团Q1净利润17.48亿美元，大幅超过预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-22 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BX\">黑石</a>集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。</p><p>Q1净利润（亿美元）：<b>17.48</b>&nbsp;，前值：-10.66。</p><p>Q1每股盈利2.46美元，市场预期盈利0.88美元，去年同期亏损1.58美元。</p><p>公布财报后，黑石集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/420073715f1b1f02480f74e2bfae1ae3\" tg-width=\"400\" tg-height=\"249\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1809e27051e8cdce9de7de16a0c4b29c","relate_stocks":{"BX":"黑石"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114595006","content_text":"黑石集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。Q1净利润（亿美元）：17.48 ，前值：-10.66。Q1每股盈利2.46美元，市场预期盈利0.88美元，去年同期亏损1.58美元。公布财报后，黑石集团盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376327619,"gmtCreate":1619092389931,"gmtModify":1619098939574,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。","listText":"Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。","text":"Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376327619","repostId":"1167449970","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":194245506,"gmtCreate":1621384487805,"gmtModify":1621384487805,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"美国政府这是要入局吗","listText":"美国政府这是要入局吗","text":"美国政府这是要入局吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/194245506","repostId":"1101398960","repostType":2,"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190471684,"gmtCreate":1620649049348,"gmtModify":1620649049348,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"特斯拉本来很少投入营销，这波不亏，免费营销了这么久","listText":"特斯拉本来很少投入营销，这波不亏，免费营销了这么久","text":"特斯拉本来很少投入营销，这波不亏，免费营销了这么久","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190471684","repostId":"1141384650","repostType":2,"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194247584,"gmtCreate":1621384585648,"gmtModify":1621384585648,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"离谱","listText":"离谱","text":"离谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194247584","repostId":"194127392","repostType":1,"repost":{"id":194127392,"gmtCreate":1621337400000,"gmtModify":1621376830689,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"开始跟上美股了","htmlText":"欢迎关注 “丫丫港股圈” A股的上涨仍在继续，不过，抱团板块今天已经略显乏力。尤其是疫苗，开始大幅调整。带领上涨依旧是业绩驱动的周期股。 除了中远海控，今天多了一个带头大哥，中国石油。不知不觉，中石油这个月也是走出了不输赛道的走势。 这很正常，美股一直在带领道指新高的，不就是这样的传统行业周期股吗，一季度大幅复苏，而且估值低，利润增速高。可见，大家还是识货的，而其他的小周期股，一轮调整后，又开始悄悄地跟着向上走。 中石油历史上不是什么好股票，但是，今年一季度的利润已经到达近十年来新高，近277亿，而且，公司肯分红，综合算下来，在油价上升，经济复苏，通胀慢慢起来的周期中，作为周期商品里最大的板块，在现在的时点，股价还在历史低谷，是具有投资价值的。 当然，中石油H股还有中石化中海油更低估些。 但是，A股也是情绪的风向标，中石油能这么走，也说明，有一些资金开始偏向业绩的力量了。中远海控，中国石油，他们就是上个时代的明星抱团股，过去在利润高位给了30-40倍的PE，然后就没有然后了。所以即使现在周期顶峰利润还没见到，但给5倍以上PE大家就对这些股票怕得要死了。 风格始终会轮回，与其担心这些股的周期马上崩了，不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","listText":"欢迎关注 “丫丫港股圈” A股的上涨仍在继续，不过，抱团板块今天已经略显乏力。尤其是疫苗，开始大幅调整。带领上涨依旧是业绩驱动的周期股。 除了中远海控，今天多了一个带头大哥，中国石油。不知不觉，中石油这个月也是走出了不输赛道的走势。 这很正常，美股一直在带领道指新高的，不就是这样的传统行业周期股吗，一季度大幅复苏，而且估值低，利润增速高。可见，大家还是识货的，而其他的小周期股，一轮调整后，又开始悄悄地跟着向上走。 中石油历史上不是什么好股票，但是，今年一季度的利润已经到达近十年来新高，近277亿，而且，公司肯分红，综合算下来，在油价上升，经济复苏，通胀慢慢起来的周期中，作为周期商品里最大的板块，在现在的时点，股价还在历史低谷，是具有投资价值的。 当然，中石油H股还有中石化中海油更低估些。 但是，A股也是情绪的风向标，中石油能这么走，也说明，有一些资金开始偏向业绩的力量了。中远海控，中国石油，他们就是上个时代的明星抱团股，过去在利润高位给了30-40倍的PE，然后就没有然后了。所以即使现在周期顶峰利润还没见到，但给5倍以上PE大家就对这些股票怕得要死了。 风格始终会轮回，与其担心这些股的周期马上崩了，不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","text":"欢迎关注 “丫丫港股圈” A股的上涨仍在继续，不过，抱团板块今天已经略显乏力。尤其是疫苗，开始大幅调整。带领上涨依旧是业绩驱动的周期股。 除了中远海控，今天多了一个带头大哥，中国石油。不知不觉，中石油这个月也是走出了不输赛道的走势。 这很正常，美股一直在带领道指新高的，不就是这样的传统行业周期股吗，一季度大幅复苏，而且估值低，利润增速高。可见，大家还是识货的，而其他的小周期股，一轮调整后，又开始悄悄地跟着向上走。 中石油历史上不是什么好股票，但是，今年一季度的利润已经到达近十年来新高，近277亿，而且，公司肯分红，综合算下来，在油价上升，经济复苏，通胀慢慢起来的周期中，作为周期商品里最大的板块，在现在的时点，股价还在历史低谷，是具有投资价值的。 当然，中石油H股还有中石化中海油更低估些。 但是，A股也是情绪的风向标，中石油能这么走，也说明，有一些资金开始偏向业绩的力量了。中远海控，中国石油，他们就是上个时代的明星抱团股，过去在利润高位给了30-40倍的PE，然后就没有然后了。所以即使现在周期顶峰利润还没见到，但给5倍以上PE大家就对这些股票怕得要死了。 风格始终会轮回，与其担心这些股的周期马上崩了，不如想想我们这个时代还在几十几百倍PE的明星抱团股的未来吧。","images":[{"img":"https://static.tigerbbs.com/a80a6ed16ea44227839b1c94027077d0","width":"1078","height":"359"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194127392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194250734,"gmtCreate":1621383862328,"gmtModify":1621383862328,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194250734","repostId":"2136999458","repostType":4,"repost":{"id":"2136999458","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1621372003,"share":"https://www.laohu8.com/m/news/2136999458?lang=&edition=full","pubTime":"2021-05-19 05:06","market":"us","language":"en","title":"Wall Street closes lower on weak telecom stocks despite strong retail earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2136999458","media":"Reuters","summary":"May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks ","content":"<p>May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.</p><p>AT&amp;T Inc&nbsp;shed 5.8%, among the biggest percentage decliners in the benchmark S&amp;P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .</p><p>T-Mobile&nbsp;and Verizon Communications    also dropped 3.71% and 1.31%.</p><p>Eight of 11 major S&amp;P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.</p><p>The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.</p><p>\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"</p><p>Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.</p><p>Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.</p><p>Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.</p><p>\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"</p><p>Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.</p><p>The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&amp;P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.</p><p>Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.</p><p>Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/2136994595\" target=\"_blank\">Take-Two stock rises following earnings beat</a></p><p><a href=\"https://laohu8.com/NW/2136994482\" target=\"_blank\">Trip.com rises 6% as first quarter brings surprise profit, revenue turnaround</a></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>Wall Street closes lower on weak telecom stocks despite strong retail earnings</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\">\nWall Street closes lower on weak telecom stocks despite strong retail earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-19 05:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.</p><p>AT&amp;T Inc&nbsp;shed 5.8%, among the biggest percentage decliners in the benchmark S&amp;P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .</p><p>T-Mobile&nbsp;and Verizon Communications    also dropped 3.71% and 1.31%.</p><p>Eight of 11 major S&amp;P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.</p><p>The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.</p><p>\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"</p><p>Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.</p><p>Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.</p><p>Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.</p><p>\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"</p><p>Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.</p><p>The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&amp;P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.</p><p>Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.</p><p>Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/2136994595\" target=\"_blank\">Take-Two stock rises following earnings beat</a></p><p><a href=\"https://laohu8.com/NW/2136994482\" target=\"_blank\">Trip.com rises 6% as first quarter brings surprise profit, revenue turnaround</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136999458","content_text":"May 18 (Reuters) - U.S. stocks ended down on Tuesday, slumping on a sharp decline in telecom stocks and weak housing starts data that overshadowed better-than-expected earnings from Walmart and Home Depot.AT&T Inc shed 5.8%, among the biggest percentage decliners in the benchmark S&P 500. It extended declines from Monday, when the telecoms firm said it would cut its dividend payout ratio as a result of its $43 billion media asset deal with Discovery Inc   .T-Mobile and Verizon Communications    also dropped 3.71% and 1.31%.Eight of 11 major S&P sectors ended the session in the red,  with Energy    and Industrials    having largest percentage decline, according to Refinitiv data. Utilities were basically flat.The three main indexes opened higher after Walmart, the world's biggest retailer   , raised its full-year earnings forecast and Home Depot    reported quarterly same-store sales above estimates.\"Those are both emblematic of strength in the corporate sector and also of the consumer. I mean, you can't have Walmart and Home Depot have blowout earnings without the consumer really stepping up spending stimulus checks, adopting ecommerce, as well as getting back into stores\", said Ross Mayfield, investment strategist at Baird in Louisville, Kentucky. \"And a lot of the bull thesis for the market right now is still built on a really strong reopening of the economy.\"Despite its strong results, Home Depot's shares went down 1.02%, under pressure due to the lack of a solid outlook and the housing data.Latest data showed U.S. homebuilding fell more than expected in April, likely pulled down by soaring prices for lumber and other materials.Minutes from the Fed's April policy meeting will be parsed on Wednesday for the central bank's view of the economy.\"The market is bracing for a transition,\" said Quincy Krosby, chief market strategist at Prudential Financial in Newark, New Jersey. \"So there's a little bit of de-risking going on.\"Wall Street has been volatile in recent days, with investors worried that an overheating economy could prompt the Federal Reserve to rein in its monetary support following a spike in volatility last week after strong inflation readings.The Dow Jones Industrial Average    fell 267.13 points, or 0.78%, to 34,060.66, the S&P 500    lost 35.46 points, or 0.85%, to 4,127.83 and the Nasdaq Composite    dropped 75.41 points, or 0.56%, to 13,303.64.Fund managers recently trimmed their overweight positions on technology stocks to a three-year low as inflation worries left growth stocks vulnerable to a pullback, and turned overweight on UK stocks for the first time in seven years, a survey from Bank of America showed.Volume on U.S. exchanges was 10.01 billion shares, compared with the 10.48 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.09-to-1 ratio; on Nasdaq, a 1.07-to-1 ratio favored advancers.The S&P 500 posted 43 new 52-week highs and no new lows; the Nasdaq Composite recorded 105 new highs and 50 new lows.Financial ReportTake-Two stock rises following earnings beatTrip.com rises 6% as first quarter brings surprise profit, revenue turnaround","news_type":1},"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198830789,"gmtCreate":1620950043541,"gmtModify":1620950043541,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"基本盘","listText":"基本盘","text":"基本盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198830789","repostId":"102211028","repostType":1,"repost":{"id":102211028,"gmtCreate":1620216000000,"gmtModify":1705754358149,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105581449289","authorIdStr":"3524105581449289"},"themes":[],"title":"哈佛大学：关于新冠的绝望未来","htmlText":"作 者&nbsp;| 哈佛大学 来 源&nbsp;|&nbsp;哈佛参考 近日，哈佛大学公共卫生学院发了一篇Science：根据论文中的描述，无论是否能研发出疫苗，新冠病毒都可能会陪伴人类到2025年。（来源：北美观察家） 那么，2025年以后人类能摆脱新冠病毒吗？不，只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说，这篇论文关键说了这几点： 1、被我们寄予厚望的疫苗，作用很可能会非常小！ 因为人类感染者产生的抗体有效期可能只有40周（&lt;300天），比疫苗的研发周期都要短！ 如果疫苗不能起作用，那么新冠将会变成一个10-50倍致死率的流感，在全世界范围内反复爆发收割人头。 2、未来各国的策略，就是尽可能采用疏离措施，把感染率维持在一个较低的水平，以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手，而人类整体的医疗支出会大幅上升，预期寿命会降低。 现在看来更可能的情况是：以后的每一年，病毒都会呼啸而来，直到地老天荒.…… 印度最近的情况，真实发生了：新冠病毒🦠变异太强 而哈佛大学的这篇论文，已经在不少程度上得到了验证！ 美国最新的一项研究显示，人体感染新冠病毒康复后，体内的抗体可能只能维持2到3个月。尤其无症状感染者，抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示，他们在重庆市进行的调查发现，新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外，无症状感染者的免疫反应弱于有症状感染者。 据介绍，重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究，研究对象为285名感染者，其中包括37名无症状感染者，从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现，约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行，毕竟，这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","listText":"作 者&nbsp;| 哈佛大学 来 源&nbsp;|&nbsp;哈佛参考 近日，哈佛大学公共卫生学院发了一篇Science：根据论文中的描述，无论是否能研发出疫苗，新冠病毒都可能会陪伴人类到2025年。（来源：北美观察家） 那么，2025年以后人类能摆脱新冠病毒吗？不，只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说，这篇论文关键说了这几点： 1、被我们寄予厚望的疫苗，作用很可能会非常小！ 因为人类感染者产生的抗体有效期可能只有40周（&lt;300天），比疫苗的研发周期都要短！ 如果疫苗不能起作用，那么新冠将会变成一个10-50倍致死率的流感，在全世界范围内反复爆发收割人头。 2、未来各国的策略，就是尽可能采用疏离措施，把感染率维持在一个较低的水平，以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手，而人类整体的医疗支出会大幅上升，预期寿命会降低。 现在看来更可能的情况是：以后的每一年，病毒都会呼啸而来，直到地老天荒.…… 印度最近的情况，真实发生了：新冠病毒🦠变异太强 而哈佛大学的这篇论文，已经在不少程度上得到了验证！ 美国最新的一项研究显示，人体感染新冠病毒康复后，体内的抗体可能只能维持2到3个月。尤其无症状感染者，抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示，他们在重庆市进行的调查发现，新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外，无症状感染者的免疫反应弱于有症状感染者。 据介绍，重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究，研究对象为285名感染者，其中包括37名无症状感染者，从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现，约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行，毕竟，这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","text":"作 者 | 哈佛大学 来 源 | 哈佛参考 近日，哈佛大学公共卫生学院发了一篇Science：根据论文中的描述，无论是否能研发出疫苗，新冠病毒都可能会陪伴人类到2025年。（来源：北美观察家） 那么，2025年以后人类能摆脱新冠病毒吗？不，只是到时我们就已经习惯了这种隔离的生活方式了…… 具体来说，这篇论文关键说了这几点： 1、被我们寄予厚望的疫苗，作用很可能会非常小！ 因为人类感染者产生的抗体有效期可能只有40周（<300天），比疫苗的研发周期都要短！ 如果疫苗不能起作用，那么新冠将会变成一个10-50倍致死率的流感，在全世界范围内反复爆发收割人头。 2、未来各国的策略，就是尽可能采用疏离措施，把感染率维持在一个较低的水平，以确保医疗体系不崩溃。 3、新冠会长期成为老年人类的头号杀手，而人类整体的医疗支出会大幅上升，预期寿命会降低。 现在看来更可能的情况是：以后的每一年，病毒都会呼啸而来，直到地老天荒.…… 印度最近的情况，真实发生了：新冠病毒🦠变异太强 而哈佛大学的这篇论文，已经在不少程度上得到了验证！ 美国最新的一项研究显示，人体感染新冠病毒康复后，体内的抗体可能只能维持2到3个月。尤其无症状感染者，抗体维持时间会更短。 中国研究人员日前在英国《自然·医学》杂志上发表的一项研究显示，他们在重庆市进行的调查发现，新冠病毒感染者痊愈后体内抗体水平会迅速下降。此外，无症状感染者的免疫反应弱于有症状感染者。 据介绍，重庆医科大学学者领衔的团队在重庆市启动了新冠病毒感染者的追踪研究，研究对象为285名感染者，其中包括37名无症状感染者，从而系统分析新冠病毒无症状感染者临床和免疫学特征。 调查发现，约90%的病例在出院后2个月总抗体水平会降低70%以上。这项研究瞬间震惊了世界同行，毕竟，这是世界上第一份研究这类患者免疫反应的文献。 世界卫生组织","images":[{"img":"https://static.tigerbbs.com/7f801e2426d24ea7840add93afc963b0","width":"600","height":"400"},{"img":"https://static.tigerbbs.com/84cc0775206543c6b6345e90e9b6d098","width":"952","height":"116"},{"img":"https://static.tigerbbs.com/e831091c574a4a07b85308d011ccba04","width":"1080","height":"1458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102211028","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199025043,"gmtCreate":1620657925182,"gmtModify":1620657925182,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199025043","repostId":"1182815829","repostType":4,"repost":{"id":"1182815829","pubTimestamp":1620655587,"share":"https://www.laohu8.com/m/news/1182815829?lang=&edition=full","pubTime":"2021-05-10 22:06","market":"us","language":"zh","title":"美国经济可能”内爆“，在这之前还能买什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182815829","media":"美港电讯","summary":"预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。","content":"<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，<b><u>预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。</u></b></p>\n<p>Michael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月<b>，更重要的不是就业数据，而是薪资，</b>月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。</p>\n<p>根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），<b>而且这个数字可能还会上升。</b></p>\n<p>在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：</p>\n<blockquote>\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产&gt;金融资产，大宗商品&gt;债券，小盘&gt;大盘，价值&gt;成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n</blockquote>\n<p><b>估值位置方面</b>，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。</p>\n<p><b>政策方面</b>，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”</p>\n<p><b>利润方面</b>，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。</p>\n<p>而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。<b>接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。</b></p>\n<p><b>Michael Hartnett 还对债务和收益率发表了看法</b>：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。</p>\n<p><img src=\"https://static.tigerbbs.com/3ac5f90849797d9fc7adde4ebe68f493\" tg-width=\"529\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。<b>如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。</b></p>","source":"live_meigang","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>美国经济可能”内爆“，在这之前还能买什么？</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{ 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}\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美国经济可能”内爆“，在这之前还能买什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 22:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002899><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002899\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002899","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182815829","content_text":"通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月，更重要的不是就业数据，而是薪资，月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。\n根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），而且这个数字可能还会上升。\n在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：\n\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产>金融资产，大宗商品>债券，小盘>大盘，价值>成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n\n估值位置方面，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。\n政策方面，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”\n利润方面，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。\n而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。\nMichael Hartnett 还对债务和收益率发表了看法：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。\n\n换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199022633,"gmtCreate":1620657890722,"gmtModify":1620657890722,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199022633","repostId":"1190822039","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199020838,"gmtCreate":1620657682424,"gmtModify":1620657682424,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199020838","repostId":"1182815829","repostType":4,"repost":{"id":"1182815829","pubTimestamp":1620655587,"share":"https://www.laohu8.com/m/news/1182815829?lang=&edition=full","pubTime":"2021-05-10 22:06","market":"us","language":"zh","title":"美国经济可能”内爆“，在这之前还能买什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1182815829","media":"美港电讯","summary":"预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。","content":"<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，<b><u>预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。</u></b></p>\n<p>Michael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月<b>，更重要的不是就业数据，而是薪资，</b>月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。</p>\n<p>根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），<b>而且这个数字可能还会上升。</b></p>\n<p>在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：</p>\n<blockquote>\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产&gt;金融资产，大宗商品&gt;债券，小盘&gt;大盘，价值&gt;成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n</blockquote>\n<p><b>估值位置方面</b>，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。</p>\n<p><b>政策方面</b>，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”</p>\n<p><b>利润方面</b>，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。</p>\n<p>而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。<b>接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。</b></p>\n<p><b>Michael Hartnett 还对债务和收益率发表了看法</b>：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。</p>\n<p><img src=\"https://static.tigerbbs.com/3ac5f90849797d9fc7adde4ebe68f493\" tg-width=\"529\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p>\n<p>换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。<b>如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。</b></p>","source":"live_meigang","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>美国经济可能”内爆“，在这之前还能买什么？</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{ 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}\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美国经济可能”内爆“，在这之前还能买什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-10 22:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1002899><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1002899\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1002899","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182815829","content_text":"通胀已经成为最近一年多市场最关心的主题，现在的问题是通胀水平会在什么时候达到峰值，留给市场的通胀交易空间还有多大。美国银行的首席投资官Michael Hartnett测算，预计通胀水平在2022年1月之前，不会达到峰值，市场在未来的8个月内还大有可为。\nMichael Hartnett在美国非农就业报告前表示，这是可“追逐风险的事件”（a \"highly risk-on event\"），因为在最近的12次非农报告期间，标普500指数在其中10次报告公布当天的平均涨幅达到1%。他表示，在未来几个月，更重要的不是就业数据，而是薪资，月平均时薪环比超过0.3%，可能会促使2022年通胀预测的新升级。\n根据现在的利率市场数据，利用5年期远期盈亏平衡曲线，分析师发现5年期通胀预期将在2022年1月22日达到2.7%的峰值（高于6个月前的2.0%），而且这个数字可能还会上升。\n在通胀预期不断上升的背景下，未来8个多月该如何交易？Michael Hartnett认为有两种方式：\n\n 一、长期视角，或1-2年的观点：更高的通胀率=更高的收益率=实物资产>金融资产，大宗商品>债券，小盘>大盘，价值>成长；二、战术视角，或1-2季度观点：峰值定位、政策、利润（“Positioning, Policy, Profits，3Ps”）+利率上升、监管、再分配（“rising Rates, Regulation, Redistribution 3Rs”) =未来3-6个月的低/负股票/信贷回报=做多通胀资产和价值资产。\n\n估值位置方面，Michael Hartnett指出，最近相对于旧经济型股票，新经济新型股票遭遇了净流出，（如AARK与BRK之间的对比），“这让人想起了2000和2001年泡沫后的价格行动”。目前，以科技股为代表的新经济型股票，估值和体量受到了限制， FAAMG 5家公司的市值，相当于全球GDP排行榜上位居第三的国家GDP体量。\n政策方面，好消息是，美联储一直比较友好，至今没有放出收紧的风声。不好的消息是，尽管嘴上不说，全球4大央行QE规模是在逐渐减少的。从2020年的8.5万亿美元降至2021年的3.4万亿美元，22年仅为0.4万亿美元；在今年的第二季度第三季度，“宏观经济越强，QE规模缩减越快，缩减的量越大。”\n利润方面，Michael Hartnett指出，中国债券年初至今的表现优于股票，而在第二季度，30年期中国国债的表现优于纳斯达克指数。与此同时，周期性的石油表现超过黄金。不过，美国银行的全球每股收益模型（Global EPS model）显示，全球每股收益增长将达到峰值，这是未来利润最高点的最明显迹象是4月份36%的增长率。\n而密切跟踪ISM的SOX半导体指数也未能创出新高，即超过3300。接下来几个月，随着全球经济重新开放，每股收益修正峰值随即到来。\nMichael Hartnett 还对债务和收益率发表了看法：IMF数据表显示，自1880年以来，从公共债务占GDP的比重以及发达经济体的债券收益率关系看，收益率的大幅增长并非由债务本身（如日本）推动，而是债务在促进强劲经济增长和通胀方面取得的成功。\n\n换言之，如果拜登政府注入的数万亿债务融资刺激计划，真的转化为对GDP增长的非暂时性提振，那么所有的赌注都泡汤了。如果拜登的经济刺激计划奏效，可能导致的结果可能是讽刺的：即随着美债收益率飙升，美国经济出现内爆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376354323,"gmtCreate":1619093075562,"gmtModify":1619098939576,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"考虑入了","listText":"考虑入了","text":"考虑入了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376354323","repostId":"1135595917","repostType":2,"repost":{"id":"1135595917","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":1619089737,"share":"https://www.laohu8.com/m/news/1135595917?lang=&edition=full","pubTime":"2021-04-22 19:08","market":"us","language":"zh","title":"美国航空盘前涨超3%，Q1营收40.08亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1135595917","media":"老虎资讯综合","summary":"4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。\n\nQ1净利润-12.5亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。\n\nQ1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。\n\n美国航空集团：预计第二季度总营收较2019同期下降40%。\n\n\n\n公布财报后，美国航空集团盘前涨超3%。","content":"<p>4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。</p><p>Q1净利润<b>-12.5</b>亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。</p><p>Q1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。</p><p>美国航空集团：预计第二季度总营收较2019同期下降40%。</p><p><img src=\"https://static.tigerbbs.com/4a1045da191c7389e9d2164b047c4cf0\" tg-width=\"1342\" tg-height=\"743\"></p><p>公布财报后，美国航空集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/81b185953ed60d217cfc22fe91b3a3a7\" tg-width=\"864\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p><p></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国航空盘前涨超3%，Q1营收40.08亿美元</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美国航空盘前涨超3%，Q1营收40.08亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-22 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。</p><p>Q1净利润<b>-12.5</b>亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。</p><p>Q1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。</p><p>美国航空集团：预计第二季度总营收较2019同期下降40%。</p><p><img src=\"https://static.tigerbbs.com/4a1045da191c7389e9d2164b047c4cf0\" tg-width=\"1342\" tg-height=\"743\"></p><p>公布财报后，美国航空集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/81b185953ed60d217cfc22fe91b3a3a7\" tg-width=\"864\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed634a78f5a5571955f182cdf42cbc02","relate_stocks":{"AAL":"美国航空"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135595917","content_text":"4月22日，美国航空集团盘前发布财报，财报显示：2021年Q1营收40.08亿美元，市场预期40.5亿美元，去年同期85.15亿美元。Q1净利润-12.5亿美元，市场预期-17.62亿美元，去年同期-22.41亿美元。Q1每股亏损1.97美元，市场预期亏损2.88美元，去年同期亏损5.26美元。美国航空集团：预计第二季度总营收较2019同期下降40%。公布财报后，美国航空集团盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376351458,"gmtCreate":1619092717474,"gmtModify":1619098939575,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。","listText":"观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。","text":"观望吧，当年互联网泡沫破裂之前，也造了一堆神出来，稍加时日还不是全部销声匿迹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376351458","repostId":"2129638628","repostType":4,"repost":{"id":"2129638628","pubTimestamp":1619090314,"share":"https://www.laohu8.com/m/news/2129638628?lang=&edition=full","pubTime":"2021-04-22 19:18","market":"hk","language":"zh","title":"“牛市女皇”木头姐的作业可以抄吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129638628","media":"英为财情Invest...","summary":"“牛市女皇”Cathie Wood的旗舰基金ARK Innovation ETF表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。4月21日市场消息，交易数据显示ARK基金增持了美团、腾讯","content":"<p>“牛市女皇”Cathie Wood的旗舰基金<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。</p><p>4月21日市场消息，交易数据显示ARK基金增持了美团、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、奈飞，减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 和<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>；此前，加密货币交易所Coinbase上市后，ARK两天内大举建仓，买入3.52亿美元Coinbase；市场还关注到，ARK旗下的两只基金建仓近308万股图森未来。</p><p>毕竟在2020年创下了近150%的收益，“牛市女皇”的光环仍令不少投资者在思考要不要“抄作业”。在回答这个问题之前，不妨先更深入地了解ARK的基金。</p><p>Cathie Wood多次阐明她的投资理念——在具备颠覆性创新行业中，发掘那些具有长期投资价值的公司。当然，这也意味着这些“潜力股”目前还不赚钱，财报不好看，甚至市值也很小。ARK持有特斯拉至少六年以上，才在2020年收获了超额收益。</p><p><b>事实上，ARK基金中有超过一半的公司在最近一年都没有盈利。</b>据道琼斯市场数据的一项分析，ARK主动管理ETF所覆盖的165只股票中，有85只在最近一个会计年度产生了净亏损。</p><p>无论是流媒体公司<a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> 、房产交易网站<a href=\"https://laohu8.com/S/Z\">Zillow</a> Group Inc还是音乐流媒体Spotify Technology SA，都未能在最近的年报中报告盈利。在ARK基金中总头寸高达23亿美元的远程医疗平台Teladoc Inc自2015年上市以来一直处于亏损状态，去年亏损4.85亿美元。</p><p><b>这些公司的特点之一就是高Beta，即大盘涨的时候它们涨得更多，但大盘下跌的时候它们也跌得更凶。</b>正如晨星全球ETF研究主管本·约翰逊（Ben Johnson）所说，这些股票本身的固有风险就要高于大盘。</p><p>而且，考虑到当前从成长股向价值股的市场风格切换这个大趋势（虽然过程多有波动），投资者更加倾向于买入对经济周期敏感的股票，也使得这些股票在短期内更难有出彩表现。</p><p><img src=\"https://static.tigerbbs.com/2feeb941e560ac54c8be39cd9fc31cd3\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"></p><p>ARKK年内走势</p><p><b>要知道，长期以来，投资者一直依靠市盈率等估值指标来衡量某一只股票。但是，对于还没有盈利的公司，这些指标派不上用场。</b>相反，ARK靠的是基于近零利率的贴现现金流模型、还有对于判断企业前景的“眼光”（或者说想像力）来证明这些股票的高估值。这也是为什么Cathie Wood的投资标的往往是极具争议性的。</p><p>晨星公司还指出，<b>ARKK这只基金在流动性较差的小盘股上的高集中度，意味着一旦调仓，势必会引发这些股票的剧烈波动。</b>“该基金持有并增加了在小型公司中的股份，由此抛售这些小盘股的时候很难不会对它们的股价造成重大影响。在所有在美注册的基金中，这只ETF最集中持有其持股10%或以上流通股的公司的股票。然而，ARK缺乏经验的分析师团队、全凭直觉的风险管理方法以及庞大的资金基础，令人怀疑这只基金能否维持过往出色的业绩纪录。”晨星称。</p><p><b>而且，以Cathie Wood的市场号召力，无论是机构还是散户，都有新资金涌入到同一家公司。</b>譬如，持有ARK少量股权的一家日本公司Nikko Asset Management，与ARK共同持有至少三家公司25%以上的股份，包括Compugen Ltd (NASDAQ:CGEN)、Organovo Holdings Inc (NASDAQ:ONVO)和<a href=\"https://laohu8.com/S/NTLA\">Intellia Therapeutics Inc</a> (NASDAQ:NTLA)。两家公司还共同持有另外10家公司中20%或更多的股份。</p><p><b>回到文初的问题，在决定要不要抄“木头姐”的作业之前，必须先认识到ARK基金所买入股票的这些特性，尤其是要综合评估当前的市场趋势以及投资周期。</b></p><p>ARK经常会披露它的最新调仓操作，投资者也切忌照搬，毕竟某些股票的调仓只是为了调节仓位、分散风险，而不是出于看多或看衰某只股票的原因。</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“牛市女皇”木头姐的作业可以抄吗？</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“牛市女皇”木头姐的作业可以抄吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 19:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6221128572_172cee37c00101232p.html><strong>英为财情Invest...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“牛市女皇”Cathie Wood的旗舰基金ARK Innovation ETF表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。4月21日市场消息，交易数据显示ARK基金增持了美团、腾讯控股、奈飞，减持特斯拉 和PayPal；此前，加密货币交易所Coinbase上市后，ARK两天内大举建仓，买入3.52亿美元Coinbase；市场还关注到，ARK旗下的两只基金建仓近308万股图森未来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6221128572_172cee37c00101232p.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/47590dea3c81adf7e3c824bda968f757","relate_stocks":{"03690":"美团-W","NFLX":"奈飞","TSLA":"特斯拉","ARKK":"ARK Innovation ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6221128572_172cee37c00101232p.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129638628","content_text":"“牛市女皇”Cathie Wood的旗舰基金ARK Innovation ETF表现亦乏善可陈。不过，这并未阻止市场关注ARK基金的一举一动。4月21日市场消息，交易数据显示ARK基金增持了美团、腾讯控股、奈飞，减持特斯拉 和PayPal；此前，加密货币交易所Coinbase上市后，ARK两天内大举建仓，买入3.52亿美元Coinbase；市场还关注到，ARK旗下的两只基金建仓近308万股图森未来。毕竟在2020年创下了近150%的收益，“牛市女皇”的光环仍令不少投资者在思考要不要“抄作业”。在回答这个问题之前，不妨先更深入地了解ARK的基金。Cathie Wood多次阐明她的投资理念——在具备颠覆性创新行业中，发掘那些具有长期投资价值的公司。当然，这也意味着这些“潜力股”目前还不赚钱，财报不好看，甚至市值也很小。ARK持有特斯拉至少六年以上，才在2020年收获了超额收益。事实上，ARK基金中有超过一半的公司在最近一年都没有盈利。据道琼斯市场数据的一项分析，ARK主动管理ETF所覆盖的165只股票中，有85只在最近一个会计年度产生了净亏损。无论是流媒体公司Roku Inc 、房产交易网站Zillow Group Inc还是音乐流媒体Spotify Technology SA，都未能在最近的年报中报告盈利。在ARK基金中总头寸高达23亿美元的远程医疗平台Teladoc Inc自2015年上市以来一直处于亏损状态，去年亏损4.85亿美元。这些公司的特点之一就是高Beta，即大盘涨的时候它们涨得更多，但大盘下跌的时候它们也跌得更凶。正如晨星全球ETF研究主管本·约翰逊（Ben Johnson）所说，这些股票本身的固有风险就要高于大盘。而且，考虑到当前从成长股向价值股的市场风格切换这个大趋势（虽然过程多有波动），投资者更加倾向于买入对经济周期敏感的股票，也使得这些股票在短期内更难有出彩表现。ARKK年内走势要知道，长期以来，投资者一直依靠市盈率等估值指标来衡量某一只股票。但是，对于还没有盈利的公司，这些指标派不上用场。相反，ARK靠的是基于近零利率的贴现现金流模型、还有对于判断企业前景的“眼光”（或者说想像力）来证明这些股票的高估值。这也是为什么Cathie Wood的投资标的往往是极具争议性的。晨星公司还指出，ARKK这只基金在流动性较差的小盘股上的高集中度，意味着一旦调仓，势必会引发这些股票的剧烈波动。“该基金持有并增加了在小型公司中的股份，由此抛售这些小盘股的时候很难不会对它们的股价造成重大影响。在所有在美注册的基金中，这只ETF最集中持有其持股10%或以上流通股的公司的股票。然而，ARK缺乏经验的分析师团队、全凭直觉的风险管理方法以及庞大的资金基础，令人怀疑这只基金能否维持过往出色的业绩纪录。”晨星称。而且，以Cathie Wood的市场号召力，无论是机构还是散户，都有新资金涌入到同一家公司。譬如，持有ARK少量股权的一家日本公司Nikko Asset Management，与ARK共同持有至少三家公司25%以上的股份，包括Compugen Ltd (NASDAQ:CGEN)、Organovo Holdings Inc (NASDAQ:ONVO)和Intellia Therapeutics Inc (NASDAQ:NTLA)。两家公司还共同持有另外10家公司中20%或更多的股份。回到文初的问题，在决定要不要抄“木头姐”的作业之前，必须先认识到ARK基金所买入股票的这些特性，尤其是要综合评估当前的市场趋势以及投资周期。ARK经常会披露它的最新调仓操作，投资者也切忌照搬，毕竟某些股票的调仓只是为了调节仓位、分散风险，而不是出于看多或看衰某只股票的原因。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376351000,"gmtCreate":1619092645600,"gmtModify":1619098939575,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？","listText":"阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？","text":"阿里做社交，做文娱，都透着一股外行领导内行的傲慢，有钱想当然地会成功，怎么可能呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376351000","repostId":"1131319975","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376359938,"gmtCreate":1619092508024,"gmtModify":1619098939575,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"黑石也是玄学老司机了","listText":"黑石也是玄学老司机了","text":"黑石也是玄学老司机了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376359938","repostId":"1114595006","repostType":4,"repost":{"id":"1114595006","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":1619090954,"share":"https://www.laohu8.com/m/news/1114595006?lang=&edition=full","pubTime":"2021-04-22 19:29","market":"us","language":"zh","title":"黑石集团Q1净利润17.48亿美元，大幅超过预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1114595006","media":"老虎资讯综合","summary":"黑石集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。Q1净利润（亿美元）：17.48 ，前值：-10.66。Q1每股盈利2.46美元，市场预期盈利0.88美","content":"<p><a href=\"https://laohu8.com/S/BX\">黑石</a>集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。</p><p>Q1净利润（亿美元）：<b>17.48</b>&nbsp;，前值：-10.66。</p><p>Q1每股盈利2.46美元，市场预期盈利0.88美元，去年同期亏损1.58美元。</p><p>公布财报后，黑石集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/420073715f1b1f02480f74e2bfae1ae3\" tg-width=\"400\" tg-height=\"249\" 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>黑石集团Q1净利润17.48亿美元，大幅超过预期</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 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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黑石集团Q1净利润17.48亿美元，大幅超过预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-22 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BX\">黑石</a>集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。</p><p>Q1净利润（亿美元）：<b>17.48</b>&nbsp;，前值：-10.66。</p><p>Q1每股盈利2.46美元，市场预期盈利0.88美元，去年同期亏损1.58美元。</p><p>公布财报后，黑石集团盘前涨超3%。</p><p><img src=\"https://static.tigerbbs.com/420073715f1b1f02480f74e2bfae1ae3\" tg-width=\"400\" tg-height=\"249\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1809e27051e8cdce9de7de16a0c4b29c","relate_stocks":{"BX":"黑石"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114595006","content_text":"黑石集团：2021年Q1营收11.78亿美元，市场预期16.69亿美元，去年同期9.34亿美元。Q1净利润（亿美元）：17.48 ，前值：-10.66。Q1每股盈利2.46美元，市场预期盈利0.88美元，去年同期亏损1.58美元。公布财报后，黑石集团盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376327619,"gmtCreate":1619092389931,"gmtModify":1619098939574,"author":{"id":"3582154908548837","authorId":"3582154908548837","name":"蜀山氏","avatar":"https://static.tigerbbs.com/b366eeb40f42ce40fa332544bdb5d01b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582154908548837","authorIdStr":"3582154908548837"},"themes":[],"htmlText":"Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。","listText":"Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。","text":"Facebook也是流年不利，被IOS14.5搞得压力山大，AR眼镜估计也是噱头大于实质，金融科技再不破圈，实现增长的难度就太大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376327619","repostId":"1167449970","repostType":4,"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}