OngSeahKuang的个人主页 - 老虎社区

OngSeahKuang

OngSeahKuang

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IP属地：未知

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2021-11-03

[微笑]

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-02

[微笑]

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-01

[微笑]

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-31

Good

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-31

[微笑]

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-30

[微笑]

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-30

[微笑]

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-17

[微笑]

康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍

2021-10-17

[微笑]

两大因素推动反弹，但美股仍面临关键风险

2021-09-29

[微笑]

恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%

2021-09-29

[微笑]

抱歉，原内容已删除

2021-09-27

[微笑]

中金策略：港股经历“多事之秋”，但有惊无险

2021-07-25

Good

抱歉，原内容已删除

2021-07-25

[微笑] [微笑]

开盘：新东方跌超61%，贝壳跌超13%

2021-07-25

😄

手机看奥运，除了央视、腾讯、快手、咪咕，全是盗播

去老虎APP查看更多动态

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Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840794381,"gmtCreate":1635684677544,"gmtModify":1635684677544,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840794381","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? 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Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840315100,"gmtCreate":1635588923056,"gmtModify":1635588923141,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840315100","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840315060,"gmtCreate":1635588854455,"gmtModify":1635588854629,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840315060","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827665377,"gmtCreate":1634462585849,"gmtModify":1634462850519,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827665377","repostId":"1134070685","repostType":4,"repost":{"id":"1134070685","kind":"news","pubTimestamp":1634457629,"share":"https://www.laohu8.com/m/news/1134070685?lang=&edition=full","pubTime":"2021-10-17 16:00","market":"hk","language":"zh","title":"康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1134070685","media":"澎湃新闻","summary":"吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何","content":"<div>\n<p>吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何与病毒赛跑》的主题演讲。\n在介绍吸入式腺病毒载体新冠疫苗克威莎加强免疫的临床数据解读时，朱涛提到，接种2剂灭活疫苗后6个月，序贯加强1剂克威莎吸入剂型，中和抗体水平相比加强之前升高250-300倍；若...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642518\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍</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{ 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#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康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-17 16:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3642518><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何与病毒赛跑》的主题演讲。\n在介绍吸入式腺病毒载体新冠疫苗克威莎加强免疫的临床数据解读时，朱涛提到，接种2剂灭活疫苗后6个月，序贯加强1剂克威莎吸入剂型，中和抗体水平相比加强之前升高250-300倍；若...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642518\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","relate_stocks":{"06185":"康希诺生物"},"source_url":"https://wallstreetcn.com/articles/3642518","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134070685","content_text":"吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何与病毒赛跑》的主题演讲。\n在介绍吸入式腺病毒载体新冠疫苗克威莎加强免疫的临床数据解读时，朱涛提到，接种2剂灭活疫苗后6个月，序贯加强1剂克威莎吸入剂型，中和抗体水平相比加强之前升高250-300倍；若同源加强1剂灭活疫苗，中和抗体水平相比加强前升高30倍。\n康希诺生物在上述文章中称，以吸入型腺病毒载体新冠疫苗进行异源序贯加强，相较第三针灭活疫苗加强更有优势。以吸入式序贯接种可诱导极高水平的IgG抗体和细胞免疫反应，以吸入式加强的抗体升高倍数，约是以一剂灭活疫苗加强的7-8倍。另外，吸入序贯免疫可获得针对原型株、Alpha、Beta、Gamma、Delta株的高效中和抗体。\n上述发布文章还提到，根据中检院发布的异源序贯加强动物实验结果，腺病毒载体疫苗序贯加强优势明显。数据显示，接种两针次灭活新冠疫苗后，用不同疫苗加强免疫，腺病毒载体疫苗加强效果最好，mRNA疫苗效果接近腺病毒载体，灭活或者亚单位疫苗加强显著低于腺病毒和mRNA疫苗，其中和抗体水平差异接近10倍。\n对于雾化吸入式疫苗的有效性，10月12日晚间，江苏省疾控中心副主任、临床疫苗专家朱凤才在一次分享中也提到，雾化吸入可获得粘膜免疫、细胞免疫、体液免疫“三重保护”，在病毒入侵位置预防感染和阻断传播，保护自己也保护他人。雾化吸入新冠疫苗在加强、序贯免疫效果显著，适用于风险人群的大规模加强免疫。\n在此次演讲中，朱涛强调：“疫苗的设计理念就是通过模仿病毒的自然感染来培训机体的免疫记忆功能，其中也应该包括对感染途径的模拟。目前上市疫苗都是肌肉注射型，完全没有模拟自然感染途径。新冠肺炎作为呼吸道传染病，建立黏膜免疫对产生保护尤为重要，这提示通过黏膜免疫的疫苗可能具有非黏膜给药所不具备的独特优势。”\n朱涛表示，疫苗和时间的赛跑还没有结束，克威莎加强是基于科学和临床数据提出的方案，而抗体持久力强以及细胞免疫是腺病毒载体疫苗的特点。临床数据显示，腺病毒载体疫苗单剂接种6个月后中和抗体水平仅降低1.4倍，初免6个月后加强1剂，中和抗体水平可增长8倍，抗体一年内持续高水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827665057,"gmtCreate":1634462559600,"gmtModify":1634462842061,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827665057","repostId":"1158503407","repostType":4,"repost":{"id":"1158503407","kind":"news","pubTimestamp":1634434820,"share":"https://www.laohu8.com/m/news/1158503407?lang=&edition=full","pubTime":"2021-10-17 09:40","market":"us","language":"zh","title":"两大因素推动反弹，但美股仍面临关键风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1158503407","media":"FX168 ","summary":"市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。\n截止10月14日收盘，标普500指数较9月2日创下的历史收","content":"<p>市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。</p>\n<p>截止10月14日收盘，标普500指数较9月2日创下的历史收盘高位回落了5.2%。因供应链约束和薪资上涨阻碍了企业满足销售预期的能力，并压低利润率，分析师当时下调了获利预估。随着美联储（FED）基本上确认将很快减少债券购买，债券收益率也出现飙升。流入债券市场的资金减少，压低了债券价格，提高了收益率，导致企业未来的利润价值下降。</p>\n<p>现在，美国股市似乎已经消化了这一切，并再次走高。标普500指数从最近的底部上涨了近4%。该指数目前在4470左右点，高于50日移动均线4438点，这是显示该指数更大上升趋势的关键技术水平。</p>\n<p>Sonenshine表示，如果股票在突破这一水平之后表现良好，这表明投资者相信，以当前价格购买股票是值得冒险的。</p>\n<p>Sonenshine指出，市场情绪正变得越来越活跃。根据电子交易系统运营商极讯公司（Instinet）的数据，周四标普500指数录得3月5日以来的最大涨幅。该指数中95%的股票出现上涨，这一比例为6月21日以来的最高水平。FactSet的数据显示，标普500指数周五上涨超过0.5%，约90%的成分股上涨。</p>\n<p>一系列股票的上涨表明，市场的上涨并不仅仅依赖于几只股票，投资者对经济的健康状况越来越乐观。极讯认为，标普指数很有可能很快达到4570点，涨幅超过2%。</p>\n<p>Sonenshine认为，两个因素推动了美股的反弹。公司盈利超出预期的幅度比大多数人认为的要大。此外，美国债券收益率略有下降。</p>\n<p>不过，Sonenshine警告称，投资者还是有足够的理由不要过于轻率。许多公司尚未公布业绩，对业绩的宏观经济挑战仍然存在。</p>\n<p>可以肯定的是，不需要面对供应链限制的大型银行在很大程度上推动了标普500指数的总体收益；瑞士信贷（Credit Suisse）的数据显示，金融类股的利润超出预期21%，而其他所有板块的利润仅超出5%。</p>\n<p>因此，霍尼韦尔（Honeywell）和宝洁（Procter &amp; Gamble）等商品制造商的盈利表现将是供应链和劳动力成本状况的重要判断因素。另外，因为长期通胀预期仍高于10年期美国国债收益率，债券收益率仍有可能再次飙升。</p>\n<p>Sonenshine在文章最后写道：“标普500指数仍低于历史高点。下周可能会决定反弹是持久的还是短暂的。”</p>","source":"fx168","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>两大因素推动反弹，但美股仍面临关键风险</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两大因素推动反弹，但美股仍面临关键风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-17 09:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx168.com/stock/us/2110/5410886.shtml><strong>FX168 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。\n截止10月14日收盘，标普500指数较9月2日创下的历史收盘高位回落了5.2%。因供应链约束和薪资上涨阻碍了企业满足销售预期的能力，并压低利润率，分析师当时下调了获利预估。随着美联储（FED）基本上确认将很快减少债券购买，债券收益率也出现飙升。流入债券市场的...</p>\n\n<a href=\"https://news.fx168.com/stock/us/2110/5410886.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.fx168.com/stock/us/2110/5410886.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158503407","content_text":"市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。\n截止10月14日收盘，标普500指数较9月2日创下的历史收盘高位回落了5.2%。因供应链约束和薪资上涨阻碍了企业满足销售预期的能力，并压低利润率，分析师当时下调了获利预估。随着美联储（FED）基本上确认将很快减少债券购买，债券收益率也出现飙升。流入债券市场的资金减少，压低了债券价格，提高了收益率，导致企业未来的利润价值下降。\n现在，美国股市似乎已经消化了这一切，并再次走高。标普500指数从最近的底部上涨了近4%。该指数目前在4470左右点，高于50日移动均线4438点，这是显示该指数更大上升趋势的关键技术水平。\nSonenshine表示，如果股票在突破这一水平之后表现良好，这表明投资者相信，以当前价格购买股票是值得冒险的。\nSonenshine指出，市场情绪正变得越来越活跃。根据电子交易系统运营商极讯公司（Instinet）的数据，周四标普500指数录得3月5日以来的最大涨幅。该指数中95%的股票出现上涨，这一比例为6月21日以来的最高水平。FactSet的数据显示，标普500指数周五上涨超过0.5%，约90%的成分股上涨。\n一系列股票的上涨表明，市场的上涨并不仅仅依赖于几只股票，投资者对经济的健康状况越来越乐观。极讯认为，标普指数很有可能很快达到4570点，涨幅超过2%。\nSonenshine认为，两个因素推动了美股的反弹。公司盈利超出预期的幅度比大多数人认为的要大。此外，美国债券收益率略有下降。\n不过，Sonenshine警告称，投资者还是有足够的理由不要过于轻率。许多公司尚未公布业绩，对业绩的宏观经济挑战仍然存在。\n可以肯定的是，不需要面对供应链限制的大型银行在很大程度上推动了标普500指数的总体收益；瑞士信贷（Credit Suisse）的数据显示，金融类股的利润超出预期21%，而其他所有板块的利润仅超出5%。\n因此，霍尼韦尔（Honeywell）和宝洁（Procter & Gamble）等商品制造商的盈利表现将是供应链和劳动力成本状况的重要判断因素。另外，因为长期通胀预期仍高于10年期美国国债收益率，债券收益率仍有可能再次飙升。\nSonenshine在文章最后写道：“标普500指数仍低于历史高点。下周可能会决定反弹是持久的还是短暂的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862284348,"gmtCreate":1632881882548,"gmtModify":1632881882548,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862284348","repostId":"1171821369","repostType":4,"repost":{"id":"1171821369","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632879121,"share":"https://www.laohu8.com/m/news/1171821369?lang=&edition=full","pubTime":"2021-09-29 09:32","market":"other","language":"zh","title":"恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171821369","media":"老虎资讯综合","summary":"9月29日，恒生科技指数盘初跌幅达3%，哔哩哔哩-SW跌8.8%，快手-W、美团-W跌超5%","content":"<p>9月29日，恒生科技指数盘初跌幅达3%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>跌8.8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌超5%</p>\n<p><img src=\"https://static.tigerbbs.com/f3ef40d9814431e4f80eb5bd035e8c7b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%</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恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-29 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月29日，恒生科技指数盘初跌幅达3%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>跌8.8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌超5%</p>\n<p><img src=\"https://static.tigerbbs.com/f3ef40d9814431e4f80eb5bd035e8c7b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BILI":"哔哩哔哩","HSTECH":"恒生科技指数","09626":"哔哩哔哩-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171821369","content_text":"9月29日，恒生科技指数盘初跌幅达3%，哔哩哔哩-SW跌8.8%，快手-W、美团-W跌超5%","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862282304,"gmtCreate":1632881742227,"gmtModify":1632881750439,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862282304","repostId":"2171607973","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868782280,"gmtCreate":1632705637340,"gmtModify":1632798440046,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868782280","repostId":"1198605555","repostType":4,"repost":{"id":"1198605555","kind":"news","pubTimestamp":1632704678,"share":"https://www.laohu8.com/m/news/1198605555?lang=&edition=full","pubTime":"2021-09-27 09:04","market":"hk","language":"zh","title":"中金策略：港股经历“多事之秋”，但有惊无险","url":"https://stock-news.laohu8.com/highlight/detail?id=1198605555","media":"中金策略","summary":"摘要\n中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。根据我们","content":"<p><b>摘要</b></p>\n<p>中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。<b>根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统性风险的担忧可能有些过度。</b>其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹，南向资金周五大幅回流。</p>\n<p>除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。<b>我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断，</b>主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。</p>\n<p><b>市场回顾：</b>由于投资者担心部分大型房地产开发商的债务压力可能引发更大范围的风险，上周海外中资股市场大幅走低。主要指数中，恒生科技指数大跌4.5%，恒生国企指数下跌3.8%，恒生指数和MSCI中国指数分别下跌2.9%和2.8%。板块方面，地产板块得益于后半周的修复式反弹，全周上涨3.2%。交通运输板块上涨1.9%。其它板块均下跌。其中，港股原材料板块跌幅达5.8%，主要可能受供给侧约束反过来进一步加大增长压力担忧的拖累，可选消费和银行板块分别下跌5.0%和4.1%，紧随其后。</p>\n<p><i>图表：MSCI中国指数上周上涨1.0%；原材料、多元金融、交运板块表现领先</i></p>\n<p><img src=\"https://static.tigerbbs.com/afc2cf25f8f39a07dfb832d592ec953a\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</i></p>\n<p><i>图表：海外中资股市场上周继续反弹</i></p>\n<p><img src=\"https://static.tigerbbs.com/f11d1529d467dc34395cb0e279e37aca\" tg-width=\"1080\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</i></p>\n<p><b>市场展望：</b>中秋节假期期间港股地产板块的剧烈波动引发市场担忧情绪和大幅抛售，中资股市场大幅走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响，也在一定程度上放大了波动。不仅如此，上述担忧情绪甚至波及到了海外市场，使得周初欧美股市也大幅回调。<b>不过，根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统风险的担忧可能有些过度。</b>这其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹。同时，港股通恢复交易后，南向资金在上周末也出现大举流入，上周五南向资金单日净流入规模达到51亿港元，创出8月中旬以来最高水平。</p>\n<p><b>不过，我们认为从短期情绪而言，相关地产问题预计仍将是市场的一个主要扰动。</b>当前投资者关注即将到期的利息能否顺利兑付，以及政策层面是否、何时以及以何种方式介入。</p>\n<p>除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。虽然目前距离冬季用电高峰期仍然还有几个月的时间，但煤炭供应处于低位已经导致全国范围内电力供应紧张。多个省份已经执行限电措施，可能会拖累国内经济增长预期。往前看，下周将逐步步入国庆长假，我们认为国内市场休市和沪港通关闭将会使得港股市场再度受到外围因素主导。基于上述一些不确定性的讨论和分析，<b>我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断</b>，主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。<b>因此，我们建议投资者保持耐心，等待机会布局。</b></p>\n<p>投资建议上，我们认为近期市场抛售为长线投资者带来布局机会，对于已经跌至历史估值区间底部的龙头科技标的来说，机会则尤为明显。<b>但是，面对国内外各种政策不确定性，我们也建议投资者耐心等待。</b>长期来看，我们相信中国产业及消费升级的趋势将延续，存在明显政策利好的板块，如电动汽车产业链、新能源、先进制造以及消费板块中的龙头企业，蕴含着丰富的策略机会。</p>\n<p>具体来看，支撑我们观点的主要逻辑和上周需要关注的因素主要包括:</p>\n<p><b>1) 地产板块压力引发担忧，不过市场上周的反应可能有些过度。</b>上周市场对于部分地产开放商的担忧明显发酵，进而波及到整体市场。投资者担心潜在压力可能会引发传染风险，进而影响到供应商、甚至更广泛的金融体系。我们认为这一担忧情绪可能有些过度，特别是海外投资者，不排除存在明显的信息差。政府持续审慎关注高杠杆地产行业中的变化，努力降低危机在更大层面对经济带来的影响。市场的担忧情绪对地产敞口较大的建筑、银行和保险板块造成拖累。在此背景下，海外市场也受到一定波及，美国股市上周一大幅回调。</p>\n<p>短期来看，我们认为担忧情绪仍将为市场前景增加不确定性和扰动，不过，考虑到中国房地产行业的在金融系统中的重要性，我们认为系统风险的担忧有些过度。</p>\n<p><b>2) 在国庆长假到来前，中国央行向银行系统注入短期流动性。</b>上周央行通过7天期和14天期逆回购向市场注入3600亿元的短期资金，为在国庆长假到来前向银行系统提供充裕的流动性。尽管7月和8月经济数据弱于预期，但央行持续保持谨慎，未向市场注入过多的流动性。</p>\n<p><i>图表：中国央行上周加大公开市场操作力度</i></p>\n<p><img src=\"https://static.tigerbbs.com/f45f49c0747bcadf9a4d52d6f790117e\" tg-width=\"1080\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，中金公司研究部</i></p>\n<p><i>图表：不过短期利率近期持续上升</i></p>\n<p><img src=\"https://static.tigerbbs.com/69283a379e4bb9a73c535cc5f8d2669f\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，中金公司研究部</i></p>\n<p><b>3) 9月份FOMC会议传递出快速减量的信号，点阵图表现更加鹰派。</b>与市场预期一致，此次会议传递出了减量可能很快开始的信号。不仅如此，美联储主席鲍威尔在发言中也透露了可能的减量速度，即在明年年中结束QE可能是合适的，表明政策退出的步伐可能快于预期。此次会议更新后的点阵图呈现出鹰派立场，显示一半的与会者（18位中的9位）预计2022年至少加息一次。在FOMC会议新闻发布会结束后，美国股市小幅上涨，美债利率也有所上升。会议后香港股市表现持续平稳，但仍需关注利率抬升的可能扰动。</p>\n<p><b>4) 上周五南向资金流入步伐加快。</b>受中秋节放假影响，上周一到周三港股通暂停交易。上周四港股通恢复交易后，南向资金小幅流出。但周五南向资金大举回流，内地投资者净买入51亿港元的港股，创出8月中旬以来单日净流入最高纪录。内地投资者买入美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>和电力个股，同时卖出消费板块标的。</p>\n<p><i>图表：上周南下资金转为流入</i></p>\n<p><img src=\"https://static.tigerbbs.com/c5d28d72adb474534fd9fd08f9673f94\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：万得资讯，EPFR，中金公司研究部</i></p>\n<p><b>在被动型基金推动下，海外资金继续保持流入势头。</b>上周海外主动型基金中有1亿美元资金流出香港股市，但被动型基金流入势头持续强劲，流入总量达到12亿美元。整体来看，上周共计11亿美元的海外资金流入香港市场，延续了8月份以来的稳定流入势头。</p>\n<p><i>图表：海外被动资金持续流入港股市场</i></p>\n<p><img src=\"https://static.tigerbbs.com/21a8df9efe44103a0ac02c34d130ab4b\" tg-width=\"1080\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：EPFR，中金公司研究部</i></p>\n<p><b>投资建议：</b>考虑到监管不确定性和信用风险对市场情绪可能产生的不利影响，我们预计市场短期将出现波动。投资策略方面，我们建议在新老经济板块间进行均衡配置。估值水平较低而且存在长期增长潜力的新经济标的虽然可能继续出现较大波动，但仍然值得密切关注。与此同时，对于遭遇抛售而估值仍然具有吸引力的部分板块，例如医疗保健和部分科技巨头，我们建议投资者关注其潜在反弹行情。长期来看，我们建议关注主题性投资机会，例如产业升级和消费升级以及国货消费品牌的崛起。我们仍然认为，电动汽车产业链、新能源、先进制造以及消费和医疗保健两大板块中的龙头企业将受益于中国经济的长期增长。</p>\n<p><b>重点关注事件：</b>1）中国经济数据；2）疫情变化；3）监管政策变化；4）国内外货币政策立场的转变；5）中美关系。</p>","source":"lsy1569219621182","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金策略：港股经历“多事之秋”，但有惊无险</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中金策略：港股经历“多事之秋”，但有惊无险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 09:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1QiFxCzca9wEVOvUdRS9LA><strong>中金策略</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要\n中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统性风险的担忧可能有些过度。其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1QiFxCzca9wEVOvUdRS9LA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","relate_stocks":{"HSI":"恒生指数","HSCEI":"国企指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数"},"source_url":"https://mp.weixin.qq.com/s/1QiFxCzca9wEVOvUdRS9LA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198605555","content_text":"摘要\n中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统性风险的担忧可能有些过度。其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹，南向资金周五大幅回流。\n除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断，主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。\n市场回顾：由于投资者担心部分大型房地产开发商的债务压力可能引发更大范围的风险，上周海外中资股市场大幅走低。主要指数中，恒生科技指数大跌4.5%，恒生国企指数下跌3.8%，恒生指数和MSCI中国指数分别下跌2.9%和2.8%。板块方面，地产板块得益于后半周的修复式反弹，全周上涨3.2%。交通运输板块上涨1.9%。其它板块均下跌。其中，港股原材料板块跌幅达5.8%，主要可能受供给侧约束反过来进一步加大增长压力担忧的拖累，可选消费和银行板块分别下跌5.0%和4.1%，紧随其后。\n图表：MSCI中国指数上周上涨1.0%；原材料、多元金融、交运板块表现领先\n\n资料来源：FactSet，中金公司研究部\n图表：海外中资股市场上周继续反弹\n\n资料来源：FactSet，中金公司研究部\n市场展望：中秋节假期期间港股地产板块的剧烈波动引发市场担忧情绪和大幅抛售，中资股市场大幅走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响，也在一定程度上放大了波动。不仅如此，上述担忧情绪甚至波及到了海外市场，使得周初欧美股市也大幅回调。不过，根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统风险的担忧可能有些过度。这其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹。同时，港股通恢复交易后，南向资金在上周末也出现大举流入，上周五南向资金单日净流入规模达到51亿港元，创出8月中旬以来最高水平。\n不过，我们认为从短期情绪而言，相关地产问题预计仍将是市场的一个主要扰动。当前投资者关注即将到期的利息能否顺利兑付，以及政策层面是否、何时以及以何种方式介入。\n除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。虽然目前距离冬季用电高峰期仍然还有几个月的时间，但煤炭供应处于低位已经导致全国范围内电力供应紧张。多个省份已经执行限电措施，可能会拖累国内经济增长预期。往前看，下周将逐步步入国庆长假，我们认为国内市场休市和沪港通关闭将会使得港股市场再度受到外围因素主导。基于上述一些不确定性的讨论和分析，我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断，主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。因此，我们建议投资者保持耐心，等待机会布局。\n投资建议上，我们认为近期市场抛售为长线投资者带来布局机会，对于已经跌至历史估值区间底部的龙头科技标的来说，机会则尤为明显。但是，面对国内外各种政策不确定性，我们也建议投资者耐心等待。长期来看，我们相信中国产业及消费升级的趋势将延续，存在明显政策利好的板块，如电动汽车产业链、新能源、先进制造以及消费板块中的龙头企业，蕴含着丰富的策略机会。\n具体来看，支撑我们观点的主要逻辑和上周需要关注的因素主要包括:\n1) 地产板块压力引发担忧，不过市场上周的反应可能有些过度。上周市场对于部分地产开放商的担忧明显发酵，进而波及到整体市场。投资者担心潜在压力可能会引发传染风险，进而影响到供应商、甚至更广泛的金融体系。我们认为这一担忧情绪可能有些过度，特别是海外投资者，不排除存在明显的信息差。政府持续审慎关注高杠杆地产行业中的变化，努力降低危机在更大层面对经济带来的影响。市场的担忧情绪对地产敞口较大的建筑、银行和保险板块造成拖累。在此背景下，海外市场也受到一定波及，美国股市上周一大幅回调。\n短期来看，我们认为担忧情绪仍将为市场前景增加不确定性和扰动，不过，考虑到中国房地产行业的在金融系统中的重要性，我们认为系统风险的担忧有些过度。\n2) 在国庆长假到来前，中国央行向银行系统注入短期流动性。上周央行通过7天期和14天期逆回购向市场注入3600亿元的短期资金，为在国庆长假到来前向银行系统提供充裕的流动性。尽管7月和8月经济数据弱于预期，但央行持续保持谨慎，未向市场注入过多的流动性。\n图表：中国央行上周加大公开市场操作力度\n\n资料来源：FactSet，中金公司研究部\n图表：不过短期利率近期持续上升\n\n资料来源：FactSet，中金公司研究部\n3) 9月份FOMC会议传递出快速减量的信号，点阵图表现更加鹰派。与市场预期一致，此次会议传递出了减量可能很快开始的信号。不仅如此，美联储主席鲍威尔在发言中也透露了可能的减量速度，即在明年年中结束QE可能是合适的，表明政策退出的步伐可能快于预期。此次会议更新后的点阵图呈现出鹰派立场，显示一半的与会者（18位中的9位）预计2022年至少加息一次。在FOMC会议新闻发布会结束后，美国股市小幅上涨，美债利率也有所上升。会议后香港股市表现持续平稳，但仍需关注利率抬升的可能扰动。\n4) 上周五南向资金流入步伐加快。受中秋节放假影响，上周一到周三港股通暂停交易。上周四港股通恢复交易后，南向资金小幅流出。但周五南向资金大举回流，内地投资者净买入51亿港元的港股，创出8月中旬以来单日净流入最高纪录。内地投资者买入美团、腾讯和电力个股，同时卖出消费板块标的。\n图表：上周南下资金转为流入\n\n资料来源：万得资讯，EPFR，中金公司研究部\n在被动型基金推动下，海外资金继续保持流入势头。上周海外主动型基金中有1亿美元资金流出香港股市，但被动型基金流入势头持续强劲，流入总量达到12亿美元。整体来看，上周共计11亿美元的海外资金流入香港市场，延续了8月份以来的稳定流入势头。\n图表：海外被动资金持续流入港股市场\n\n资料来源：EPFR，中金公司研究部\n投资建议：考虑到监管不确定性和信用风险对市场情绪可能产生的不利影响，我们预计市场短期将出现波动。投资策略方面，我们建议在新老经济板块间进行均衡配置。估值水平较低而且存在长期增长潜力的新经济标的虽然可能继续出现较大波动，但仍然值得密切关注。与此同时，对于遭遇抛售而估值仍然具有吸引力的部分板块，例如医疗保健和部分科技巨头，我们建议投资者关注其潜在反弹行情。长期来看，我们建议关注主题性投资机会，例如产业升级和消费升级以及国货消费品牌的崛起。我们仍然认为，电动汽车产业链、新能源、先进制造以及消费和医疗保健两大板块中的龙头企业将受益于中国经济的长期增长。\n重点关注事件：1）中国经济数据；2）疫情变化；3）监管政策变化；4）国内外货币政策立场的转变；5）中美关系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177043262,"gmtCreate":1627172004956,"gmtModify":1633767564387,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177043262","repostId":"2153981305","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177049196,"gmtCreate":1627171946715,"gmtModify":1633767565816,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177049196","repostId":"1180460462","repostType":4,"repost":{"id":"1180460462","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627047127,"share":"https://www.laohu8.com/m/news/1180460462?lang=&edition=full","pubTime":"2021-07-23 21:32","market":"us","language":"zh","title":"开盘：新东方跌超61%，贝壳跌超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180460462","media":"老虎资讯综合","summary":"7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。\n中概教育股普跌，新东方跌超61%，恐创史上最大单日跌幅。高途跌58%，好未来跌53%，网易有道跌38","content":"<p>7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。</p>\n<p><img src=\"https://static.tigerbbs.com/20101472b01984082dbc97d3e9983536\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">中概教育股普跌，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超61%，恐创史上最大单日跌幅。<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌58%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌53%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌38%。</p>\n<p>明星中概股：<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超13%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约12%，法拉第未来跌超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌逾5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌逾4%。</p>\n<p>推特上涨3.92%，报72.30美元。消息面上，公司公布了2021年第二季度财报。财报显示，公司今年Q2较去年扭亏为盈，且盈利远超市场预期，营业收入创2014年来最大同比增幅。</p>\n<p>SNAP股价涨逾18%，报74.26美元。SNAP公布2021年第二季度财报。财报显示，公司Q2营收为9.82亿美元，同比增长116%;净亏损为1.52亿美元，同比收窄53%;摊薄后每股亏损0.10美元，上年同期每股亏损0.23美元。</p>\n<p><a href=\"https://laohu8.com/S/UPC\">大自然药业</a>涨超16%，报4.47美元。该股昨日收涨44.53%。</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\" 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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\">2021-07-23 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。</p>\n<p><img src=\"https://static.tigerbbs.com/20101472b01984082dbc97d3e9983536\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">中概教育股普跌，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超61%，恐创史上最大单日跌幅。<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌58%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌53%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌38%。</p>\n<p>明星中概股：<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超13%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约12%，法拉第未来跌超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌逾5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌逾4%。</p>\n<p>推特上涨3.92%，报72.30美元。消息面上，公司公布了2021年第二季度财报。财报显示，公司今年Q2较去年扭亏为盈，且盈利远超市场预期，营业收入创2014年来最大同比增幅。</p>\n<p>SNAP股价涨逾18%，报74.26美元。SNAP公布2021年第二季度财报。财报显示，公司Q2营收为9.82亿美元，同比增长116%;净亏损为1.52亿美元，同比收窄53%;摊薄后每股亏损0.10美元，上年同期每股亏损0.23美元。</p>\n<p><a href=\"https://laohu8.com/S/UPC\">大自然药业</a>涨超16%，报4.47美元。该股昨日收涨44.53%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"EDU":"新东方","BEKE":"贝壳",".DJI":"道琼斯","09901":"新东方-S",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180460462","content_text":"7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。\n中概教育股普跌，新东方跌超61%，恐创史上最大单日跌幅。高途跌58%，好未来跌53%，网易有道跌38%。\n明星中概股：贝壳跌超13%，滴滴、哔哩哔哩跌约12%，法拉第未来跌超6%，拼多多跌逾5%，阿里巴巴跌逾4%。\n推特上涨3.92%，报72.30美元。消息面上，公司公布了2021年第二季度财报。财报显示，公司今年Q2较去年扭亏为盈，且盈利远超市场预期，营业收入创2014年来最大同比增幅。\nSNAP股价涨逾18%，报74.26美元。SNAP公布2021年第二季度财报。财报显示，公司Q2营收为9.82亿美元，同比增长116%;净亏损为1.52亿美元，同比收窄53%;摊薄后每股亏损0.10美元，上年同期每股亏损0.23美元。\n大自然药业涨超16%，报4.47美元。该股昨日收涨44.53%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177049949,"gmtCreate":1627171915281,"gmtModify":1633767566062,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177049949","repostId":"1169383564","repostType":4,"repost":{"id":"1169383564","kind":"news","pubTimestamp":1627045308,"share":"https://www.laohu8.com/m/news/1169383564?lang=&edition=full","pubTime":"2021-07-23 21:01","market":"hk","language":"zh","title":"手机看奥运，除了央视、腾讯、快手、咪咕，全是盗播","url":"https://stock-news.laohu8.com/highlight/detail?id=1169383564","media":" IT时报","summary":"30秒快读\n1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？\n2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。\n3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。\n央视无疑仍是","content":"<p><b>30秒快读</b></p>\n<p><b>1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？</b></p>\n<p><b>2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。</b></p>\n<p><b>3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。</b></p>\n<p>央视无疑仍是顶级直播、转播平台，据《IT时报》记者了解，中国移动咪咕、快手、腾讯已获得央视授权，上述三家互联网平台将主要获得奥运赛事的点播、短视频等权益，而针对不同奥运项目和赛事的转播会存在相应的延时。</p>\n<p>7月20日，中央广播电视总台发布关于第32届夏季奥林匹克运动会版权保护的声明，声明中表示，除中国移动咪咕、快手、腾讯获得总台授权外，其他机构均未获授权转播2020东京奥运会赛事节目。腾讯相关负责人介绍，在本次东京奥运会期间，腾讯将进行全项目全场次的转播，共包含33个大项和339个小项，腾讯前方团队人员多达200多人，全程为中国网友带来奥运一手资讯。</p>\n<p><img src=\"https://static.tigerbbs.com/13297568c9841060f241a6ab136ec091\" tg-width=\"528\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：企鹅智酷</p>\n<p>随着奥运的临近，奥运版权保护成为授权转播商们必须重视的问题，非法体育直播平台、短视频平台上的内容制作者等对奥运收视香饽饽的潜在威胁已经浮出水面。</p>\n<p>01&nbsp;手机是第一奥运观赛手段</p>\n<p>从2008年北京奥运会各大门户网站参与奥运咨询报道开始，直到2016年里约奥运会视频网站的赛事直播，奥运赛事与互联网的连接随着时代发展越来越紧密。</p>\n<p>根据《里约之后，中国体育走向何方》报告数据显示，受众对于奥运的信息关注渠道比例已经从电视为绝对渠道到电视、网络、社媒、自媒体、论坛等多种信息传播方式的集合，在观看设备上，手机占比达78.8%，超过电视的59.1%，成为全民观赛中心。</p>\n<p><img src=\"https://static.tigerbbs.com/dcb15d8e7be771e3ba3e59febb453fe7\" tg-width=\"528\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：企鹅制酷</p>\n<p>随着线上观看奥运成为刚需，视频平台相关版权归属直接决定奥运期间各平台的“江湖地位”。7月6日腾讯宣布入局，基本确立了由快手、腾讯和中国移动咪咕组成的奥运新媒体版权格局，这三家平台将联合为网民带来奥运相关内容。</p>\n<p>作为官方转播商之一的腾讯在奥运赛事的宣传中也强调了版权，承诺在东京奥运会期间提供充足的赛事点播、短视频和互动内容，围绕版权生产赛场内外丰富内容。同时，据《IT时报》记者了解，腾讯的相关法务办公室也将在奥运期间对奥运版权内容加强保护。</p>\n<p>此前，腾讯曾陷入长视频与短视频平台的版权之争中。6月3日，第九届中国网络视听大会上，腾讯高管发言猛烈，他直言“部分低智低俗短视频内容长期影响用户心智”，这些短视频就像猪食，“你喜欢猪食，看到的就全是猪食”。这番“猪食论”刷爆全网的同时，足见视频领域争夺之激烈，而版权则是视频赛道的核心。</p>\n<p>02&nbsp;比赛和电影一样吗？</p>\n<p>如果互联网平台上充斥着大量如奥运精彩瞬间、夺冠集锦等奥运剪辑视频，是否属于侵权？</p>\n<p>上海联合律师事务所李登川律师向记者介绍，此类剪辑视频侵犯了权利人的著作权，体育赛事视频属于新修订的《著作权法》第三条中规定的“视听作品”，受著作权法的保护。</p>\n<p>随着网络直播的快速发展，网络体育赛事直播侵权的比重呈现上升趋势。由于此前《著作权法》对体育赛事节目法律性质的认定问题，常常出现“同案不同判”的现象，不少体育赛事直播节目遭遇侵权盗播后的维权困难。</p>\n<p>今年6月1日开始施行的新修《著作权法》有效缓解了上述问题，新修《著作权法》第三条将“电影作品和以类似摄制电影的方法创作的作品”改为“视听作品”。第四十五条将广播台、电视台有权禁止未经许可的行为扩大到“以有线或者无线方式转播”“将其播放的广播、电视通过信息网络向公众传播”。</p>\n<p><img src=\"https://static.tigerbbs.com/2e40ba6c393a2fec41ba3f5faa37b573\" tg-width=\"898\" tg-height=\"1196\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：中央广播电视总台</p>\n<p>李登川表示，获得著作权法保护的作品需要具有独创性，而修订前的《著作权法》只规定了电影作品和类电作品，体育赛事视频是否具有独创性就成了学界和司法界持续争论的焦点。修订后，广播电视台对于互联网体育赛事直播侵权拥有了更强力的法律武器。</p>\n<p>比起央视总台在往届奥运会发布的类似声明，此次声明明确了各类侵权行为，对于侵权的界定要严格许多，包括了所有通过电视、广播、互联网、移动通信网、IPTV、互联网电视、移动媒体电视、各类应用软件及其他任何音频转播技术或平台以直播、延迟播出、点播、轮播、回看、下载或剧场院线播放、公共场所播放及其他任何方式使用2020年东京奥运会的音视频节目内容、广播电视信号或任何相关素材，或从事其他利用、搭借2020年东京奥运会的行为。</p>\n<p>李登川表示，当下版权保护力度加大的态势很明显，惩罚性赔偿金额也会相应提高。</p>\n<p>03&nbsp;技术加码版权维护</p>\n<p>面对海量的侵权视频，尤其是短视频平台由个人发布的奥运视频剪辑内容，版权拥有方将如何应对？据《IT时报》记者观察，在未得到官方授权的视频平台中输入“奥运”进行搜索，依然能发现许多往届奥运会的相关视频，至于发布者有没有获得授权，截至记者发稿并未获得平台方和发布者的回复。</p>\n<p>中央广播电视总台总经理室版权运营中心副主任严波此前曾表示，央视将使用更先进的技术，如区块链、大数据、云计算等进行准确分析，更精确地打击侵权者，并采取更有力的法律行动。</p>\n<p>技术加码版权维护是当下视频维权的特点与亮点，根据国家版权局发布《2020年中国网络版权产业发展报告》，区块链、DRM、人工智能、数字水印等数字版权管理与保护等新技术的应用，在版权确权、侵权监测、司法维权等互联网领域版权保护上进一步助力我国网络版权保护。</p>\n<p><img src=\"https://static.tigerbbs.com/756f6e69252992e567c0150f151f508a\" tg-width=\"1080\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：冠勇科技官网</p>\n<p>以与中国网络电视台合作的冠勇科技为例，资料显示，冠勇科技为合作方提供版权监测服务及维权下线服务，依托自主研发的海量音视图文搜索、版权大数据挖掘、云计算等技术，打造了“7×24”小时全平台、全时段、全网络版权监测体系，有效打击网络侵权，保护了多届奥运会、NBA等体育赛事的网络传播权，侵权链接下线率达95%以上。</p>","source":"lsy1568283298901","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>手机看奥运，除了央视、腾讯、快手、咪咕，全是盗播</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手机看奥运，除了央视、腾讯、快手、咪咕，全是盗播\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7kbR8RCJgRPXgrytDUXjYQ><strong> IT时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>30秒快读\n1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？\n2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。\n3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。\n央视无疑仍是顶级直播、转播平台，据《IT时报》记者了解，中国移动咪咕、快手、腾讯已获得央视授权，上述三家互联网平台将主要获得奥运赛事的点播、短视频等权益，而针对不同奥运项目和赛事的转播会存在相应的延时。\n7月20...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7kbR8RCJgRPXgrytDUXjYQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b72db02b524e63a385a202807fd518","relate_stocks":{"00700":"腾讯控股","01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/7kbR8RCJgRPXgrytDUXjYQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169383564","content_text":"30秒快读\n1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？\n2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。\n3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。\n央视无疑仍是顶级直播、转播平台，据《IT时报》记者了解，中国移动咪咕、快手、腾讯已获得央视授权，上述三家互联网平台将主要获得奥运赛事的点播、短视频等权益，而针对不同奥运项目和赛事的转播会存在相应的延时。\n7月20日，中央广播电视总台发布关于第32届夏季奥林匹克运动会版权保护的声明，声明中表示，除中国移动咪咕、快手、腾讯获得总台授权外，其他机构均未获授权转播2020东京奥运会赛事节目。腾讯相关负责人介绍，在本次东京奥运会期间，腾讯将进行全项目全场次的转播，共包含33个大项和339个小项，腾讯前方团队人员多达200多人，全程为中国网友带来奥运一手资讯。\n\n图源：企鹅智酷\n随着奥运的临近，奥运版权保护成为授权转播商们必须重视的问题，非法体育直播平台、短视频平台上的内容制作者等对奥运收视香饽饽的潜在威胁已经浮出水面。\n01 手机是第一奥运观赛手段\n从2008年北京奥运会各大门户网站参与奥运咨询报道开始，直到2016年里约奥运会视频网站的赛事直播，奥运赛事与互联网的连接随着时代发展越来越紧密。\n根据《里约之后，中国体育走向何方》报告数据显示，受众对于奥运的信息关注渠道比例已经从电视为绝对渠道到电视、网络、社媒、自媒体、论坛等多种信息传播方式的集合，在观看设备上，手机占比达78.8%，超过电视的59.1%，成为全民观赛中心。\n\n图源：企鹅制酷\n随着线上观看奥运成为刚需，视频平台相关版权归属直接决定奥运期间各平台的“江湖地位”。7月6日腾讯宣布入局，基本确立了由快手、腾讯和中国移动咪咕组成的奥运新媒体版权格局，这三家平台将联合为网民带来奥运相关内容。\n作为官方转播商之一的腾讯在奥运赛事的宣传中也强调了版权，承诺在东京奥运会期间提供充足的赛事点播、短视频和互动内容，围绕版权生产赛场内外丰富内容。同时，据《IT时报》记者了解，腾讯的相关法务办公室也将在奥运期间对奥运版权内容加强保护。\n此前，腾讯曾陷入长视频与短视频平台的版权之争中。6月3日，第九届中国网络视听大会上，腾讯高管发言猛烈，他直言“部分低智低俗短视频内容长期影响用户心智”，这些短视频就像猪食，“你喜欢猪食，看到的就全是猪食”。这番“猪食论”刷爆全网的同时，足见视频领域争夺之激烈，而版权则是视频赛道的核心。\n02 比赛和电影一样吗？\n如果互联网平台上充斥着大量如奥运精彩瞬间、夺冠集锦等奥运剪辑视频，是否属于侵权？\n上海联合律师事务所李登川律师向记者介绍，此类剪辑视频侵犯了权利人的著作权，体育赛事视频属于新修订的《著作权法》第三条中规定的“视听作品”，受著作权法的保护。\n随着网络直播的快速发展，网络体育赛事直播侵权的比重呈现上升趋势。由于此前《著作权法》对体育赛事节目法律性质的认定问题，常常出现“同案不同判”的现象，不少体育赛事直播节目遭遇侵权盗播后的维权困难。\n今年6月1日开始施行的新修《著作权法》有效缓解了上述问题，新修《著作权法》第三条将“电影作品和以类似摄制电影的方法创作的作品”改为“视听作品”。第四十五条将广播台、电视台有权禁止未经许可的行为扩大到“以有线或者无线方式转播”“将其播放的广播、电视通过信息网络向公众传播”。\n\n图源：中央广播电视总台\n李登川表示，获得著作权法保护的作品需要具有独创性，而修订前的《著作权法》只规定了电影作品和类电作品，体育赛事视频是否具有独创性就成了学界和司法界持续争论的焦点。修订后，广播电视台对于互联网体育赛事直播侵权拥有了更强力的法律武器。\n比起央视总台在往届奥运会发布的类似声明，此次声明明确了各类侵权行为，对于侵权的界定要严格许多，包括了所有通过电视、广播、互联网、移动通信网、IPTV、互联网电视、移动媒体电视、各类应用软件及其他任何音频转播技术或平台以直播、延迟播出、点播、轮播、回看、下载或剧场院线播放、公共场所播放及其他任何方式使用2020年东京奥运会的音视频节目内容、广播电视信号或任何相关素材，或从事其他利用、搭借2020年东京奥运会的行为。\n李登川表示，当下版权保护力度加大的态势很明显，惩罚性赔偿金额也会相应提高。\n03 技术加码版权维护\n面对海量的侵权视频，尤其是短视频平台由个人发布的奥运视频剪辑内容，版权拥有方将如何应对？据《IT时报》记者观察，在未得到官方授权的视频平台中输入“奥运”进行搜索，依然能发现许多往届奥运会的相关视频，至于发布者有没有获得授权，截至记者发稿并未获得平台方和发布者的回复。\n中央广播电视总台总经理室版权运营中心副主任严波此前曾表示，央视将使用更先进的技术，如区块链、大数据、云计算等进行准确分析，更精确地打击侵权者，并采取更有力的法律行动。\n技术加码版权维护是当下视频维权的特点与亮点，根据国家版权局发布《2020年中国网络版权产业发展报告》，区块链、DRM、人工智能、数字水印等数字版权管理与保护等新技术的应用，在版权确权、侵权监测、司法维权等互联网领域版权保护上进一步助力我国网络版权保护。\n\n图源：冠勇科技官网\n以与中国网络电视台合作的冠勇科技为例，资料显示，冠勇科技为合作方提供版权监测服务及维权下线服务，依托自主研发的海量音视图文搜索、版权大数据挖掘、云计算等技术，打造了“7×24”小时全平台、全时段、全网络版权监测体系，有效打击网络侵权，保护了多届奥运会、NBA等体育赛事的网络传播权，侵权链接下线率达95%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":827665377,"gmtCreate":1634462585849,"gmtModify":1634462850519,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827665377","repostId":"1134070685","repostType":4,"repost":{"id":"1134070685","kind":"news","pubTimestamp":1634457629,"share":"https://www.laohu8.com/m/news/1134070685?lang=&edition=full","pubTime":"2021-10-17 16:00","market":"hk","language":"zh","title":"康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1134070685","media":"澎湃新闻","summary":"吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何","content":"<div>\n<p>吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何与病毒赛跑》的主题演讲。\n在介绍吸入式腺病毒载体新冠疫苗克威莎加强免疫的临床数据解读时，朱涛提到，接种2剂灭活疫苗后6个月，序贯加强1剂克威莎吸入剂型，中和抗体水平相比加强之前升高250-300倍；若...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642518\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍</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{ 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#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康希诺：2剂灭活加强1剂吸入，中和抗体水平最高升300倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-17 16:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3642518><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何与病毒赛跑》的主题演讲。\n在介绍吸入式腺病毒载体新冠疫苗克威莎加强免疫的临床数据解读时，朱涛提到，接种2剂灭活疫苗后6个月，序贯加强1剂克威莎吸入剂型，中和抗体水平相比加强之前升高250-300倍；若...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642518\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ad7ed6b96b448ffcc5b5501b0dc346c","relate_stocks":{"06185":"康希诺生物"},"source_url":"https://wallstreetcn.com/articles/3642518","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134070685","content_text":"吸入式新冠疫苗披露进一步研究数据。\n10月17日，康希诺生物通过“康希诺疫苗”微信公众号发布消息称，康希诺生物股份公司首席科学官朱涛在第21届中国生物制品年会期间进行了《腺病毒载体疫苗研发历程——如何与病毒赛跑》的主题演讲。\n在介绍吸入式腺病毒载体新冠疫苗克威莎加强免疫的临床数据解读时，朱涛提到，接种2剂灭活疫苗后6个月，序贯加强1剂克威莎吸入剂型，中和抗体水平相比加强之前升高250-300倍；若同源加强1剂灭活疫苗，中和抗体水平相比加强前升高30倍。\n康希诺生物在上述文章中称，以吸入型腺病毒载体新冠疫苗进行异源序贯加强，相较第三针灭活疫苗加强更有优势。以吸入式序贯接种可诱导极高水平的IgG抗体和细胞免疫反应，以吸入式加强的抗体升高倍数，约是以一剂灭活疫苗加强的7-8倍。另外，吸入序贯免疫可获得针对原型株、Alpha、Beta、Gamma、Delta株的高效中和抗体。\n上述发布文章还提到，根据中检院发布的异源序贯加强动物实验结果，腺病毒载体疫苗序贯加强优势明显。数据显示，接种两针次灭活新冠疫苗后，用不同疫苗加强免疫，腺病毒载体疫苗加强效果最好，mRNA疫苗效果接近腺病毒载体，灭活或者亚单位疫苗加强显著低于腺病毒和mRNA疫苗，其中和抗体水平差异接近10倍。\n对于雾化吸入式疫苗的有效性，10月12日晚间，江苏省疾控中心副主任、临床疫苗专家朱凤才在一次分享中也提到，雾化吸入可获得粘膜免疫、细胞免疫、体液免疫“三重保护”，在病毒入侵位置预防感染和阻断传播，保护自己也保护他人。雾化吸入新冠疫苗在加强、序贯免疫效果显著，适用于风险人群的大规模加强免疫。\n在此次演讲中，朱涛强调：“疫苗的设计理念就是通过模仿病毒的自然感染来培训机体的免疫记忆功能，其中也应该包括对感染途径的模拟。目前上市疫苗都是肌肉注射型，完全没有模拟自然感染途径。新冠肺炎作为呼吸道传染病，建立黏膜免疫对产生保护尤为重要，这提示通过黏膜免疫的疫苗可能具有非黏膜给药所不具备的独特优势。”\n朱涛表示，疫苗和时间的赛跑还没有结束，克威莎加强是基于科学和临床数据提出的方案，而抗体持久力强以及细胞免疫是腺病毒载体疫苗的特点。临床数据显示，腺病毒载体疫苗单剂接种6个月后中和抗体水平仅降低1.4倍，初免6个月后加强1剂，中和抗体水平可增长8倍，抗体一年内持续高水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841252787,"gmtCreate":1635918209558,"gmtModify":1635918209558,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841252787","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841090556,"gmtCreate":1635861798573,"gmtModify":1635861798573,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841090556","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849882136,"gmtCreate":1635742389715,"gmtModify":1635742389715,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849882136","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840794381,"gmtCreate":1635684677544,"gmtModify":1635684677544,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840794381","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840794047,"gmtCreate":1635684626509,"gmtModify":1635684626509,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840794047","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840315100,"gmtCreate":1635588923056,"gmtModify":1635588923141,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840315100","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827665057,"gmtCreate":1634462559600,"gmtModify":1634462842061,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827665057","repostId":"1158503407","repostType":4,"repost":{"id":"1158503407","kind":"news","pubTimestamp":1634434820,"share":"https://www.laohu8.com/m/news/1158503407?lang=&edition=full","pubTime":"2021-10-17 09:40","market":"us","language":"zh","title":"两大因素推动反弹，但美股仍面临关键风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1158503407","media":"FX168 ","summary":"市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。\n截止10月14日收盘，标普500指数较9月2日创下的历史收","content":"<p>市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。</p>\n<p>截止10月14日收盘，标普500指数较9月2日创下的历史收盘高位回落了5.2%。因供应链约束和薪资上涨阻碍了企业满足销售预期的能力，并压低利润率，分析师当时下调了获利预估。随着美联储（FED）基本上确认将很快减少债券购买，债券收益率也出现飙升。流入债券市场的资金减少，压低了债券价格，提高了收益率，导致企业未来的利润价值下降。</p>\n<p>现在，美国股市似乎已经消化了这一切，并再次走高。标普500指数从最近的底部上涨了近4%。该指数目前在4470左右点，高于50日移动均线4438点，这是显示该指数更大上升趋势的关键技术水平。</p>\n<p>Sonenshine表示，如果股票在突破这一水平之后表现良好，这表明投资者相信，以当前价格购买股票是值得冒险的。</p>\n<p>Sonenshine指出，市场情绪正变得越来越活跃。根据电子交易系统运营商极讯公司（Instinet）的数据，周四标普500指数录得3月5日以来的最大涨幅。该指数中95%的股票出现上涨，这一比例为6月21日以来的最高水平。FactSet的数据显示，标普500指数周五上涨超过0.5%，约90%的成分股上涨。</p>\n<p>一系列股票的上涨表明，市场的上涨并不仅仅依赖于几只股票，投资者对经济的健康状况越来越乐观。极讯认为，标普指数很有可能很快达到4570点，涨幅超过2%。</p>\n<p>Sonenshine认为，两个因素推动了美股的反弹。公司盈利超出预期的幅度比大多数人认为的要大。此外，美国债券收益率略有下降。</p>\n<p>不过，Sonenshine警告称，投资者还是有足够的理由不要过于轻率。许多公司尚未公布业绩，对业绩的宏观经济挑战仍然存在。</p>\n<p>可以肯定的是，不需要面对供应链限制的大型银行在很大程度上推动了标普500指数的总体收益；瑞士信贷（Credit Suisse）的数据显示，金融类股的利润超出预期21%，而其他所有板块的利润仅超出5%。</p>\n<p>因此，霍尼韦尔（Honeywell）和宝洁（Procter &amp; Gamble）等商品制造商的盈利表现将是供应链和劳动力成本状况的重要判断因素。另外，因为长期通胀预期仍高于10年期美国国债收益率，债券收益率仍有可能再次飙升。</p>\n<p>Sonenshine在文章最后写道：“标普500指数仍低于历史高点。下周可能会决定反弹是持久的还是短暂的。”</p>","source":"fx168","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>两大因素推动反弹，但美股仍面临关键风险</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两大因素推动反弹，但美股仍面临关键风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-17 09:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx168.com/stock/us/2110/5410886.shtml><strong>FX168 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。\n截止10月14日收盘，标普500指数较9月2日创下的历史收盘高位回落了5.2%。因供应链约束和薪资上涨阻碍了企业满足销售预期的能力，并压低利润率，分析师当时下调了获利预估。随着美联储（FED）基本上确认将很快减少债券购买，债券收益率也出现飙升。流入债券市场的...</p>\n\n<a href=\"https://news.fx168.com/stock/us/2110/5410886.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.fx168.com/stock/us/2110/5410886.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158503407","content_text":"市场分析师Jacob Sonenshine周五（10月15日）在《巴伦周刊》撰文称，美国股市发出了继续走高的信号。不过，仍存在一些关键风险。\n截止10月14日收盘，标普500指数较9月2日创下的历史收盘高位回落了5.2%。因供应链约束和薪资上涨阻碍了企业满足销售预期的能力，并压低利润率，分析师当时下调了获利预估。随着美联储（FED）基本上确认将很快减少债券购买，债券收益率也出现飙升。流入债券市场的资金减少，压低了债券价格，提高了收益率，导致企业未来的利润价值下降。\n现在，美国股市似乎已经消化了这一切，并再次走高。标普500指数从最近的底部上涨了近4%。该指数目前在4470左右点，高于50日移动均线4438点，这是显示该指数更大上升趋势的关键技术水平。\nSonenshine表示，如果股票在突破这一水平之后表现良好，这表明投资者相信，以当前价格购买股票是值得冒险的。\nSonenshine指出，市场情绪正变得越来越活跃。根据电子交易系统运营商极讯公司（Instinet）的数据，周四标普500指数录得3月5日以来的最大涨幅。该指数中95%的股票出现上涨，这一比例为6月21日以来的最高水平。FactSet的数据显示，标普500指数周五上涨超过0.5%，约90%的成分股上涨。\n一系列股票的上涨表明，市场的上涨并不仅仅依赖于几只股票，投资者对经济的健康状况越来越乐观。极讯认为，标普指数很有可能很快达到4570点，涨幅超过2%。\nSonenshine认为，两个因素推动了美股的反弹。公司盈利超出预期的幅度比大多数人认为的要大。此外，美国债券收益率略有下降。\n不过，Sonenshine警告称，投资者还是有足够的理由不要过于轻率。许多公司尚未公布业绩，对业绩的宏观经济挑战仍然存在。\n可以肯定的是，不需要面对供应链限制的大型银行在很大程度上推动了标普500指数的总体收益；瑞士信贷（Credit Suisse）的数据显示，金融类股的利润超出预期21%，而其他所有板块的利润仅超出5%。\n因此，霍尼韦尔（Honeywell）和宝洁（Procter & Gamble）等商品制造商的盈利表现将是供应链和劳动力成本状况的重要判断因素。另外，因为长期通胀预期仍高于10年期美国国债收益率，债券收益率仍有可能再次飙升。\nSonenshine在文章最后写道：“标普500指数仍低于历史高点。下周可能会决定反弹是持久的还是短暂的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862284348,"gmtCreate":1632881882548,"gmtModify":1632881882548,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862284348","repostId":"1171821369","repostType":4,"repost":{"id":"1171821369","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632879121,"share":"https://www.laohu8.com/m/news/1171821369?lang=&edition=full","pubTime":"2021-09-29 09:32","market":"other","language":"zh","title":"恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171821369","media":"老虎资讯综合","summary":"9月29日，恒生科技指数盘初跌幅达3%，哔哩哔哩-SW跌8.8%，快手-W、美团-W跌超5%","content":"<p>9月29日，恒生科技指数盘初跌幅达3%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>跌8.8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌超5%</p>\n<p><img src=\"https://static.tigerbbs.com/f3ef40d9814431e4f80eb5bd035e8c7b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%</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恒生科技指数盘初跌幅达3%，哔哩哔哩跌8.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-29 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月29日，恒生科技指数盘初跌幅达3%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>跌8.8%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>跌超5%</p>\n<p><img src=\"https://static.tigerbbs.com/f3ef40d9814431e4f80eb5bd035e8c7b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BILI":"哔哩哔哩","HSTECH":"恒生科技指数","09626":"哔哩哔哩-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171821369","content_text":"9月29日，恒生科技指数盘初跌幅达3%，哔哩哔哩-SW跌8.8%，快手-W、美团-W跌超5%","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862282304,"gmtCreate":1632881742227,"gmtModify":1632881750439,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862282304","repostId":"2171607973","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868782280,"gmtCreate":1632705637340,"gmtModify":1632798440046,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868782280","repostId":"1198605555","repostType":4,"repost":{"id":"1198605555","kind":"news","pubTimestamp":1632704678,"share":"https://www.laohu8.com/m/news/1198605555?lang=&edition=full","pubTime":"2021-09-27 09:04","market":"hk","language":"zh","title":"中金策略：港股经历“多事之秋”，但有惊无险","url":"https://stock-news.laohu8.com/highlight/detail?id=1198605555","media":"中金策略","summary":"摘要\n中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。根据我们","content":"<p><b>摘要</b></p>\n<p>中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。<b>根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统性风险的担忧可能有些过度。</b>其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹，南向资金周五大幅回流。</p>\n<p>除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。<b>我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断，</b>主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。</p>\n<p><b>市场回顾：</b>由于投资者担心部分大型房地产开发商的债务压力可能引发更大范围的风险，上周海外中资股市场大幅走低。主要指数中，恒生科技指数大跌4.5%，恒生国企指数下跌3.8%，恒生指数和MSCI中国指数分别下跌2.9%和2.8%。板块方面，地产板块得益于后半周的修复式反弹，全周上涨3.2%。交通运输板块上涨1.9%。其它板块均下跌。其中，港股原材料板块跌幅达5.8%，主要可能受供给侧约束反过来进一步加大增长压力担忧的拖累，可选消费和银行板块分别下跌5.0%和4.1%，紧随其后。</p>\n<p><i>图表：MSCI中国指数上周上涨1.0%；原材料、多元金融、交运板块表现领先</i></p>\n<p><img src=\"https://static.tigerbbs.com/afc2cf25f8f39a07dfb832d592ec953a\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</i></p>\n<p><i>图表：海外中资股市场上周继续反弹</i></p>\n<p><img src=\"https://static.tigerbbs.com/f11d1529d467dc34395cb0e279e37aca\" tg-width=\"1080\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</i></p>\n<p><b>市场展望：</b>中秋节假期期间港股地产板块的剧烈波动引发市场担忧情绪和大幅抛售，中资股市场大幅走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响，也在一定程度上放大了波动。不仅如此，上述担忧情绪甚至波及到了海外市场，使得周初欧美股市也大幅回调。<b>不过，根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统风险的担忧可能有些过度。</b>这其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹。同时，港股通恢复交易后，南向资金在上周末也出现大举流入，上周五南向资金单日净流入规模达到51亿港元，创出8月中旬以来最高水平。</p>\n<p><b>不过，我们认为从短期情绪而言，相关地产问题预计仍将是市场的一个主要扰动。</b>当前投资者关注即将到期的利息能否顺利兑付，以及政策层面是否、何时以及以何种方式介入。</p>\n<p>除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。虽然目前距离冬季用电高峰期仍然还有几个月的时间，但煤炭供应处于低位已经导致全国范围内电力供应紧张。多个省份已经执行限电措施，可能会拖累国内经济增长预期。往前看，下周将逐步步入国庆长假，我们认为国内市场休市和沪港通关闭将会使得港股市场再度受到外围因素主导。基于上述一些不确定性的讨论和分析，<b>我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断</b>，主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。<b>因此，我们建议投资者保持耐心，等待机会布局。</b></p>\n<p>投资建议上，我们认为近期市场抛售为长线投资者带来布局机会，对于已经跌至历史估值区间底部的龙头科技标的来说，机会则尤为明显。<b>但是，面对国内外各种政策不确定性，我们也建议投资者耐心等待。</b>长期来看，我们相信中国产业及消费升级的趋势将延续，存在明显政策利好的板块，如电动汽车产业链、新能源、先进制造以及消费板块中的龙头企业，蕴含着丰富的策略机会。</p>\n<p>具体来看，支撑我们观点的主要逻辑和上周需要关注的因素主要包括:</p>\n<p><b>1) 地产板块压力引发担忧，不过市场上周的反应可能有些过度。</b>上周市场对于部分地产开放商的担忧明显发酵，进而波及到整体市场。投资者担心潜在压力可能会引发传染风险，进而影响到供应商、甚至更广泛的金融体系。我们认为这一担忧情绪可能有些过度，特别是海外投资者，不排除存在明显的信息差。政府持续审慎关注高杠杆地产行业中的变化，努力降低危机在更大层面对经济带来的影响。市场的担忧情绪对地产敞口较大的建筑、银行和保险板块造成拖累。在此背景下，海外市场也受到一定波及，美国股市上周一大幅回调。</p>\n<p>短期来看，我们认为担忧情绪仍将为市场前景增加不确定性和扰动，不过，考虑到中国房地产行业的在金融系统中的重要性，我们认为系统风险的担忧有些过度。</p>\n<p><b>2) 在国庆长假到来前，中国央行向银行系统注入短期流动性。</b>上周央行通过7天期和14天期逆回购向市场注入3600亿元的短期资金，为在国庆长假到来前向银行系统提供充裕的流动性。尽管7月和8月经济数据弱于预期，但央行持续保持谨慎，未向市场注入过多的流动性。</p>\n<p><i>图表：中国央行上周加大公开市场操作力度</i></p>\n<p><img src=\"https://static.tigerbbs.com/f45f49c0747bcadf9a4d52d6f790117e\" tg-width=\"1080\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，中金公司研究部</i></p>\n<p><i>图表：不过短期利率近期持续上升</i></p>\n<p><img src=\"https://static.tigerbbs.com/69283a379e4bb9a73c535cc5f8d2669f\" tg-width=\"1080\" tg-height=\"664\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：FactSet，中金公司研究部</i></p>\n<p><b>3) 9月份FOMC会议传递出快速减量的信号，点阵图表现更加鹰派。</b>与市场预期一致，此次会议传递出了减量可能很快开始的信号。不仅如此，美联储主席鲍威尔在发言中也透露了可能的减量速度，即在明年年中结束QE可能是合适的，表明政策退出的步伐可能快于预期。此次会议更新后的点阵图呈现出鹰派立场，显示一半的与会者（18位中的9位）预计2022年至少加息一次。在FOMC会议新闻发布会结束后，美国股市小幅上涨，美债利率也有所上升。会议后香港股市表现持续平稳，但仍需关注利率抬升的可能扰动。</p>\n<p><b>4) 上周五南向资金流入步伐加快。</b>受中秋节放假影响，上周一到周三港股通暂停交易。上周四港股通恢复交易后，南向资金小幅流出。但周五南向资金大举回流，内地投资者净买入51亿港元的港股，创出8月中旬以来单日净流入最高纪录。内地投资者买入美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>和电力个股，同时卖出消费板块标的。</p>\n<p><i>图表：上周南下资金转为流入</i></p>\n<p><img src=\"https://static.tigerbbs.com/c5d28d72adb474534fd9fd08f9673f94\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：万得资讯，EPFR，中金公司研究部</i></p>\n<p><b>在被动型基金推动下，海外资金继续保持流入势头。</b>上周海外主动型基金中有1亿美元资金流出香港股市，但被动型基金流入势头持续强劲，流入总量达到12亿美元。整体来看，上周共计11亿美元的海外资金流入香港市场，延续了8月份以来的稳定流入势头。</p>\n<p><i>图表：海外被动资金持续流入港股市场</i></p>\n<p><img src=\"https://static.tigerbbs.com/21a8df9efe44103a0ac02c34d130ab4b\" tg-width=\"1080\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p><i>资料来源：EPFR，中金公司研究部</i></p>\n<p><b>投资建议：</b>考虑到监管不确定性和信用风险对市场情绪可能产生的不利影响，我们预计市场短期将出现波动。投资策略方面，我们建议在新老经济板块间进行均衡配置。估值水平较低而且存在长期增长潜力的新经济标的虽然可能继续出现较大波动，但仍然值得密切关注。与此同时，对于遭遇抛售而估值仍然具有吸引力的部分板块，例如医疗保健和部分科技巨头，我们建议投资者关注其潜在反弹行情。长期来看，我们建议关注主题性投资机会，例如产业升级和消费升级以及国货消费品牌的崛起。我们仍然认为，电动汽车产业链、新能源、先进制造以及消费和医疗保健两大板块中的龙头企业将受益于中国经济的长期增长。</p>\n<p><b>重点关注事件：</b>1）中国经济数据；2）疫情变化；3）监管政策变化；4）国内外货币政策立场的转变；5）中美关系。</p>","source":"lsy1569219621182","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中金策略：港股经历“多事之秋”，但有惊无险</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中金策略：港股经历“多事之秋”，但有惊无险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 09:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1QiFxCzca9wEVOvUdRS9LA><strong>中金策略</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要\n中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统性风险的担忧可能有些过度。其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1QiFxCzca9wEVOvUdRS9LA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","relate_stocks":{"HSI":"恒生指数","HSCEI":"国企指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数"},"source_url":"https://mp.weixin.qq.com/s/1QiFxCzca9wEVOvUdRS9LA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198605555","content_text":"摘要\n中秋节假期期间港股地产板块的剧烈波动引发市场明担忧情绪和大幅抛售，中资股市场走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响。根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统性风险的担忧可能有些过度。其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹，南向资金周五大幅回流。\n除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断，主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。\n市场回顾：由于投资者担心部分大型房地产开发商的债务压力可能引发更大范围的风险，上周海外中资股市场大幅走低。主要指数中，恒生科技指数大跌4.5%，恒生国企指数下跌3.8%，恒生指数和MSCI中国指数分别下跌2.9%和2.8%。板块方面，地产板块得益于后半周的修复式反弹，全周上涨3.2%。交通运输板块上涨1.9%。其它板块均下跌。其中，港股原材料板块跌幅达5.8%，主要可能受供给侧约束反过来进一步加大增长压力担忧的拖累，可选消费和银行板块分别下跌5.0%和4.1%，紧随其后。\n图表：MSCI中国指数上周上涨1.0%；原材料、多元金融、交运板块表现领先\n\n资料来源：FactSet，中金公司研究部\n图表：海外中资股市场上周继续反弹\n\n资料来源：FactSet，中金公司研究部\n市场展望：中秋节假期期间港股地产板块的剧烈波动引发市场担忧情绪和大幅抛售，中资股市场大幅走低。由于这一波动恰逢中秋假期国内市场休市，同时南向资金也暂停交易，使得港股市场更容易受外围情绪和环境的影响，也在一定程度上放大了波动。不仅如此，上述担忧情绪甚至波及到了海外市场，使得周初欧美股市也大幅回调。不过，根据我们与国内外投资者的交流情况，我们认为地产、保险和银行板块均一度遭受抛售所传递出海外投资者对出现系统风险的担忧可能有些过度。这其中的差异可能是由于明显的信息不对称所致，主要反映在以下几个方面：1）相关的问题已经持续发酵了一段时间，对国内市场来说并非是一个全新的话题，而海外市场最近的关注度才开始升温；2）政策方面在解决相关问题上有较为充足的应对手段和经验；3）国家多次声明守住不发生系统性金融风险是政策的底线。基于此，当市场逐步意识到可能并没有担心的那么严重后，港股市场和相关房地产股价在大幅抛售后出现了一定的反弹。同时，港股通恢复交易后，南向资金在上周末也出现大举流入，上周五南向资金单日净流入规模达到51亿港元，创出8月中旬以来最高水平。\n不过，我们认为从短期情绪而言，相关地产问题预计仍将是市场的一个主要扰动。当前投资者关注即将到期的利息能否顺利兑付，以及政策层面是否、何时以及以何种方式介入。\n除此之外，对有关网络游戏版号审批可能再度暂停的担忧、外围略显鹰派的9月FOMC会议后美债利率上升、以及接下来较为密集的美国财政政策日程（包括国会两党围绕债务上限的博弈）也可能也会对市场情绪和流动性带来一定扰动。虽然目前距离冬季用电高峰期仍然还有几个月的时间，但煤炭供应处于低位已经导致全国范围内电力供应紧张。多个省份已经执行限电措施，可能会拖累国内经济增长预期。往前看，下周将逐步步入国庆长假，我们认为国内市场休市和沪港通关闭将会使得港股市场再度受到外围因素主导。基于上述一些不确定性的讨论和分析，我们认为，短期市场不排除可能仍在相对波折的趋势中，直到上述因素变得更为明朗。不过，这并不完全改变我们对中期仍存在布局机会的判断，主要是考虑到当前估值相比其他市场和自身政策压力可能都有一定比较优势和空间。因此，我们建议投资者保持耐心，等待机会布局。\n投资建议上，我们认为近期市场抛售为长线投资者带来布局机会，对于已经跌至历史估值区间底部的龙头科技标的来说，机会则尤为明显。但是，面对国内外各种政策不确定性，我们也建议投资者耐心等待。长期来看，我们相信中国产业及消费升级的趋势将延续，存在明显政策利好的板块，如电动汽车产业链、新能源、先进制造以及消费板块中的龙头企业，蕴含着丰富的策略机会。\n具体来看，支撑我们观点的主要逻辑和上周需要关注的因素主要包括:\n1) 地产板块压力引发担忧，不过市场上周的反应可能有些过度。上周市场对于部分地产开放商的担忧明显发酵，进而波及到整体市场。投资者担心潜在压力可能会引发传染风险，进而影响到供应商、甚至更广泛的金融体系。我们认为这一担忧情绪可能有些过度，特别是海外投资者，不排除存在明显的信息差。政府持续审慎关注高杠杆地产行业中的变化，努力降低危机在更大层面对经济带来的影响。市场的担忧情绪对地产敞口较大的建筑、银行和保险板块造成拖累。在此背景下，海外市场也受到一定波及，美国股市上周一大幅回调。\n短期来看，我们认为担忧情绪仍将为市场前景增加不确定性和扰动，不过，考虑到中国房地产行业的在金融系统中的重要性，我们认为系统风险的担忧有些过度。\n2) 在国庆长假到来前，中国央行向银行系统注入短期流动性。上周央行通过7天期和14天期逆回购向市场注入3600亿元的短期资金，为在国庆长假到来前向银行系统提供充裕的流动性。尽管7月和8月经济数据弱于预期，但央行持续保持谨慎，未向市场注入过多的流动性。\n图表：中国央行上周加大公开市场操作力度\n\n资料来源：FactSet，中金公司研究部\n图表：不过短期利率近期持续上升\n\n资料来源：FactSet，中金公司研究部\n3) 9月份FOMC会议传递出快速减量的信号，点阵图表现更加鹰派。与市场预期一致，此次会议传递出了减量可能很快开始的信号。不仅如此，美联储主席鲍威尔在发言中也透露了可能的减量速度，即在明年年中结束QE可能是合适的，表明政策退出的步伐可能快于预期。此次会议更新后的点阵图呈现出鹰派立场，显示一半的与会者（18位中的9位）预计2022年至少加息一次。在FOMC会议新闻发布会结束后，美国股市小幅上涨，美债利率也有所上升。会议后香港股市表现持续平稳，但仍需关注利率抬升的可能扰动。\n4) 上周五南向资金流入步伐加快。受中秋节放假影响，上周一到周三港股通暂停交易。上周四港股通恢复交易后，南向资金小幅流出。但周五南向资金大举回流，内地投资者净买入51亿港元的港股，创出8月中旬以来单日净流入最高纪录。内地投资者买入美团、腾讯和电力个股，同时卖出消费板块标的。\n图表：上周南下资金转为流入\n\n资料来源：万得资讯，EPFR，中金公司研究部\n在被动型基金推动下，海外资金继续保持流入势头。上周海外主动型基金中有1亿美元资金流出香港股市，但被动型基金流入势头持续强劲，流入总量达到12亿美元。整体来看，上周共计11亿美元的海外资金流入香港市场，延续了8月份以来的稳定流入势头。\n图表：海外被动资金持续流入港股市场\n\n资料来源：EPFR，中金公司研究部\n投资建议：考虑到监管不确定性和信用风险对市场情绪可能产生的不利影响，我们预计市场短期将出现波动。投资策略方面，我们建议在新老经济板块间进行均衡配置。估值水平较低而且存在长期增长潜力的新经济标的虽然可能继续出现较大波动，但仍然值得密切关注。与此同时，对于遭遇抛售而估值仍然具有吸引力的部分板块，例如医疗保健和部分科技巨头，我们建议投资者关注其潜在反弹行情。长期来看，我们建议关注主题性投资机会，例如产业升级和消费升级以及国货消费品牌的崛起。我们仍然认为，电动汽车产业链、新能源、先进制造以及消费和医疗保健两大板块中的龙头企业将受益于中国经济的长期增长。\n重点关注事件：1）中国经济数据；2）疫情变化；3）监管政策变化；4）国内外货币政策立场的转变；5）中美关系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177043262,"gmtCreate":1627172004956,"gmtModify":1633767564387,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177043262","repostId":"2153981305","repostType":4,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177049196,"gmtCreate":1627171946715,"gmtModify":1633767565816,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177049196","repostId":"1180460462","repostType":4,"repost":{"id":"1180460462","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627047127,"share":"https://www.laohu8.com/m/news/1180460462?lang=&edition=full","pubTime":"2021-07-23 21:32","market":"us","language":"zh","title":"开盘：新东方跌超61%，贝壳跌超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180460462","media":"老虎资讯综合","summary":"7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。\n中概教育股普跌，新东方跌超61%，恐创史上最大单日跌幅。高途跌58%，好未来跌53%，网易有道跌38","content":"<p>7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。</p>\n<p><img src=\"https://static.tigerbbs.com/20101472b01984082dbc97d3e9983536\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">中概教育股普跌，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超61%，恐创史上最大单日跌幅。<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌58%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌53%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌38%。</p>\n<p>明星中概股：<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超13%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约12%，法拉第未来跌超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌逾5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌逾4%。</p>\n<p>推特上涨3.92%，报72.30美元。消息面上，公司公布了2021年第二季度财报。财报显示，公司今年Q2较去年扭亏为盈，且盈利远超市场预期，营业收入创2014年来最大同比增幅。</p>\n<p>SNAP股价涨逾18%，报74.26美元。SNAP公布2021年第二季度财报。财报显示，公司Q2营收为9.82亿美元，同比增长116%;净亏损为1.52亿美元，同比收窄53%;摊薄后每股亏损0.10美元，上年同期每股亏损0.23美元。</p>\n<p><a href=\"https://laohu8.com/S/UPC\">大自然药业</a>涨超16%，报4.47美元。该股昨日收涨44.53%。</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\" 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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\">2021-07-23 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。</p>\n<p><img src=\"https://static.tigerbbs.com/20101472b01984082dbc97d3e9983536\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">中概教育股普跌，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超61%，恐创史上最大单日跌幅。<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌58%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌53%，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌38%。</p>\n<p>明星中概股：<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超13%，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌约12%，法拉第未来跌超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌逾5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌逾4%。</p>\n<p>推特上涨3.92%，报72.30美元。消息面上，公司公布了2021年第二季度财报。财报显示，公司今年Q2较去年扭亏为盈，且盈利远超市场预期，营业收入创2014年来最大同比增幅。</p>\n<p>SNAP股价涨逾18%，报74.26美元。SNAP公布2021年第二季度财报。财报显示，公司Q2营收为9.82亿美元，同比增长116%;净亏损为1.52亿美元，同比收窄53%;摊薄后每股亏损0.10美元，上年同期每股亏损0.23美元。</p>\n<p><a href=\"https://laohu8.com/S/UPC\">大自然药业</a>涨超16%，报4.47美元。该股昨日收涨44.53%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"EDU":"新东方","BEKE":"贝壳",".DJI":"道琼斯","09901":"新东方-S",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180460462","content_text":"7月23日，美股三大指数集体高开，道指涨0.47%，纳指涨0.46%，标普500指数涨0.50%。\n中概教育股普跌，新东方跌超61%，恐创史上最大单日跌幅。高途跌58%，好未来跌53%，网易有道跌38%。\n明星中概股：贝壳跌超13%，滴滴、哔哩哔哩跌约12%，法拉第未来跌超6%，拼多多跌逾5%，阿里巴巴跌逾4%。\n推特上涨3.92%，报72.30美元。消息面上，公司公布了2021年第二季度财报。财报显示，公司今年Q2较去年扭亏为盈，且盈利远超市场预期，营业收入创2014年来最大同比增幅。\nSNAP股价涨逾18%，报74.26美元。SNAP公布2021年第二季度财报。财报显示，公司Q2营收为9.82亿美元，同比增长116%;净亏损为1.52亿美元，同比收窄53%;摊薄后每股亏损0.10美元，上年同期每股亏损0.23美元。\n大自然药业涨超16%，报4.47美元。该股昨日收涨44.53%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840315060,"gmtCreate":1635588854455,"gmtModify":1635588854629,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840315060","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177049949,"gmtCreate":1627171915281,"gmtModify":1633767566062,"author":{"id":"3582447232774198","authorId":"3582447232774198","name":"OngSeahKuang","avatar":"https://static.tigerbbs.com/e816551cae0cc36e250c08c2029dd38c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582447232774198","authorIdStr":"3582447232774198"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177049949","repostId":"1169383564","repostType":4,"repost":{"id":"1169383564","kind":"news","pubTimestamp":1627045308,"share":"https://www.laohu8.com/m/news/1169383564?lang=&edition=full","pubTime":"2021-07-23 21:01","market":"hk","language":"zh","title":"手机看奥运，除了央视、腾讯、快手、咪咕，全是盗播","url":"https://stock-news.laohu8.com/highlight/detail?id=1169383564","media":" IT时报","summary":"30秒快读\n1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？\n2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。\n3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。\n央视无疑仍是","content":"<p><b>30秒快读</b></p>\n<p><b>1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？</b></p>\n<p><b>2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。</b></p>\n<p><b>3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。</b></p>\n<p>央视无疑仍是顶级直播、转播平台，据《IT时报》记者了解，中国移动咪咕、快手、腾讯已获得央视授权，上述三家互联网平台将主要获得奥运赛事的点播、短视频等权益，而针对不同奥运项目和赛事的转播会存在相应的延时。</p>\n<p>7月20日，中央广播电视总台发布关于第32届夏季奥林匹克运动会版权保护的声明，声明中表示，除中国移动咪咕、快手、腾讯获得总台授权外，其他机构均未获授权转播2020东京奥运会赛事节目。腾讯相关负责人介绍，在本次东京奥运会期间，腾讯将进行全项目全场次的转播，共包含33个大项和339个小项，腾讯前方团队人员多达200多人，全程为中国网友带来奥运一手资讯。</p>\n<p><img src=\"https://static.tigerbbs.com/13297568c9841060f241a6ab136ec091\" tg-width=\"528\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：企鹅智酷</p>\n<p>随着奥运的临近，奥运版权保护成为授权转播商们必须重视的问题，非法体育直播平台、短视频平台上的内容制作者等对奥运收视香饽饽的潜在威胁已经浮出水面。</p>\n<p>01&nbsp;手机是第一奥运观赛手段</p>\n<p>从2008年北京奥运会各大门户网站参与奥运咨询报道开始，直到2016年里约奥运会视频网站的赛事直播，奥运赛事与互联网的连接随着时代发展越来越紧密。</p>\n<p>根据《里约之后，中国体育走向何方》报告数据显示，受众对于奥运的信息关注渠道比例已经从电视为绝对渠道到电视、网络、社媒、自媒体、论坛等多种信息传播方式的集合，在观看设备上，手机占比达78.8%，超过电视的59.1%，成为全民观赛中心。</p>\n<p><img src=\"https://static.tigerbbs.com/dcb15d8e7be771e3ba3e59febb453fe7\" tg-width=\"528\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：企鹅制酷</p>\n<p>随着线上观看奥运成为刚需，视频平台相关版权归属直接决定奥运期间各平台的“江湖地位”。7月6日腾讯宣布入局，基本确立了由快手、腾讯和中国移动咪咕组成的奥运新媒体版权格局，这三家平台将联合为网民带来奥运相关内容。</p>\n<p>作为官方转播商之一的腾讯在奥运赛事的宣传中也强调了版权，承诺在东京奥运会期间提供充足的赛事点播、短视频和互动内容，围绕版权生产赛场内外丰富内容。同时，据《IT时报》记者了解，腾讯的相关法务办公室也将在奥运期间对奥运版权内容加强保护。</p>\n<p>此前，腾讯曾陷入长视频与短视频平台的版权之争中。6月3日，第九届中国网络视听大会上，腾讯高管发言猛烈，他直言“部分低智低俗短视频内容长期影响用户心智”，这些短视频就像猪食，“你喜欢猪食，看到的就全是猪食”。这番“猪食论”刷爆全网的同时，足见视频领域争夺之激烈，而版权则是视频赛道的核心。</p>\n<p>02&nbsp;比赛和电影一样吗？</p>\n<p>如果互联网平台上充斥着大量如奥运精彩瞬间、夺冠集锦等奥运剪辑视频，是否属于侵权？</p>\n<p>上海联合律师事务所李登川律师向记者介绍，此类剪辑视频侵犯了权利人的著作权，体育赛事视频属于新修订的《著作权法》第三条中规定的“视听作品”，受著作权法的保护。</p>\n<p>随着网络直播的快速发展，网络体育赛事直播侵权的比重呈现上升趋势。由于此前《著作权法》对体育赛事节目法律性质的认定问题，常常出现“同案不同判”的现象，不少体育赛事直播节目遭遇侵权盗播后的维权困难。</p>\n<p>今年6月1日开始施行的新修《著作权法》有效缓解了上述问题，新修《著作权法》第三条将“电影作品和以类似摄制电影的方法创作的作品”改为“视听作品”。第四十五条将广播台、电视台有权禁止未经许可的行为扩大到“以有线或者无线方式转播”“将其播放的广播、电视通过信息网络向公众传播”。</p>\n<p><img src=\"https://static.tigerbbs.com/2e40ba6c393a2fec41ba3f5faa37b573\" tg-width=\"898\" tg-height=\"1196\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：中央广播电视总台</p>\n<p>李登川表示，获得著作权法保护的作品需要具有独创性，而修订前的《著作权法》只规定了电影作品和类电作品，体育赛事视频是否具有独创性就成了学界和司法界持续争论的焦点。修订后，广播电视台对于互联网体育赛事直播侵权拥有了更强力的法律武器。</p>\n<p>比起央视总台在往届奥运会发布的类似声明，此次声明明确了各类侵权行为，对于侵权的界定要严格许多，包括了所有通过电视、广播、互联网、移动通信网、IPTV、互联网电视、移动媒体电视、各类应用软件及其他任何音频转播技术或平台以直播、延迟播出、点播、轮播、回看、下载或剧场院线播放、公共场所播放及其他任何方式使用2020年东京奥运会的音视频节目内容、广播电视信号或任何相关素材，或从事其他利用、搭借2020年东京奥运会的行为。</p>\n<p>李登川表示，当下版权保护力度加大的态势很明显，惩罚性赔偿金额也会相应提高。</p>\n<p>03&nbsp;技术加码版权维护</p>\n<p>面对海量的侵权视频，尤其是短视频平台由个人发布的奥运视频剪辑内容，版权拥有方将如何应对？据《IT时报》记者观察，在未得到官方授权的视频平台中输入“奥运”进行搜索，依然能发现许多往届奥运会的相关视频，至于发布者有没有获得授权，截至记者发稿并未获得平台方和发布者的回复。</p>\n<p>中央广播电视总台总经理室版权运营中心副主任严波此前曾表示，央视将使用更先进的技术，如区块链、大数据、云计算等进行准确分析，更精确地打击侵权者，并采取更有力的法律行动。</p>\n<p>技术加码版权维护是当下视频维权的特点与亮点，根据国家版权局发布《2020年中国网络版权产业发展报告》，区块链、DRM、人工智能、数字水印等数字版权管理与保护等新技术的应用，在版权确权、侵权监测、司法维权等互联网领域版权保护上进一步助力我国网络版权保护。</p>\n<p><img src=\"https://static.tigerbbs.com/756f6e69252992e567c0150f151f508a\" tg-width=\"1080\" tg-height=\"256\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：冠勇科技官网</p>\n<p>以与中国网络电视台合作的冠勇科技为例，资料显示，冠勇科技为合作方提供版权监测服务及维权下线服务，依托自主研发的海量音视图文搜索、版权大数据挖掘、云计算等技术，打造了“7×24”小时全平台、全时段、全网络版权监测体系，有效打击网络侵权，保护了多届奥运会、NBA等体育赛事的网络传播权，侵权链接下线率达95%以上。</p>","source":"lsy1568283298901","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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手机看奥运，除了央视、腾讯、快手、咪咕，全是盗播\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7kbR8RCJgRPXgrytDUXjYQ><strong> IT时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>30秒快读\n1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？\n2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。\n3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。\n央视无疑仍是顶级直播、转播平台，据《IT时报》记者了解，中国移动咪咕、快手、腾讯已获得央视授权，上述三家互联网平台将主要获得奥运赛事的点播、短视频等权益，而针对不同奥运项目和赛事的转播会存在相应的延时。\n7月20...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7kbR8RCJgRPXgrytDUXjYQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62b72db02b524e63a385a202807fd518","relate_stocks":{"00700":"腾讯控股","01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/7kbR8RCJgRPXgrytDUXjYQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169383564","content_text":"30秒快读\n1.今天，东京奥运正式开幕，奥运大戏到底去哪儿看？\n2.央视、中国移动咪咕、快手、腾讯是仅有的四个“正版奥运”视频平台。\n3.全民看奥运之际，一场奥运赛事版权保卫战正在打响。\n央视无疑仍是顶级直播、转播平台，据《IT时报》记者了解，中国移动咪咕、快手、腾讯已获得央视授权，上述三家互联网平台将主要获得奥运赛事的点播、短视频等权益，而针对不同奥运项目和赛事的转播会存在相应的延时。\n7月20日，中央广播电视总台发布关于第32届夏季奥林匹克运动会版权保护的声明，声明中表示，除中国移动咪咕、快手、腾讯获得总台授权外，其他机构均未获授权转播2020东京奥运会赛事节目。腾讯相关负责人介绍，在本次东京奥运会期间，腾讯将进行全项目全场次的转播，共包含33个大项和339个小项，腾讯前方团队人员多达200多人，全程为中国网友带来奥运一手资讯。\n\n图源：企鹅智酷\n随着奥运的临近，奥运版权保护成为授权转播商们必须重视的问题，非法体育直播平台、短视频平台上的内容制作者等对奥运收视香饽饽的潜在威胁已经浮出水面。\n01 手机是第一奥运观赛手段\n从2008年北京奥运会各大门户网站参与奥运咨询报道开始，直到2016年里约奥运会视频网站的赛事直播，奥运赛事与互联网的连接随着时代发展越来越紧密。\n根据《里约之后，中国体育走向何方》报告数据显示，受众对于奥运的信息关注渠道比例已经从电视为绝对渠道到电视、网络、社媒、自媒体、论坛等多种信息传播方式的集合，在观看设备上，手机占比达78.8%，超过电视的59.1%，成为全民观赛中心。\n\n图源：企鹅制酷\n随着线上观看奥运成为刚需，视频平台相关版权归属直接决定奥运期间各平台的“江湖地位”。7月6日腾讯宣布入局，基本确立了由快手、腾讯和中国移动咪咕组成的奥运新媒体版权格局，这三家平台将联合为网民带来奥运相关内容。\n作为官方转播商之一的腾讯在奥运赛事的宣传中也强调了版权，承诺在东京奥运会期间提供充足的赛事点播、短视频和互动内容，围绕版权生产赛场内外丰富内容。同时，据《IT时报》记者了解，腾讯的相关法务办公室也将在奥运期间对奥运版权内容加强保护。\n此前，腾讯曾陷入长视频与短视频平台的版权之争中。6月3日，第九届中国网络视听大会上，腾讯高管发言猛烈，他直言“部分低智低俗短视频内容长期影响用户心智”，这些短视频就像猪食，“你喜欢猪食，看到的就全是猪食”。这番“猪食论”刷爆全网的同时，足见视频领域争夺之激烈，而版权则是视频赛道的核心。\n02 比赛和电影一样吗？\n如果互联网平台上充斥着大量如奥运精彩瞬间、夺冠集锦等奥运剪辑视频，是否属于侵权？\n上海联合律师事务所李登川律师向记者介绍，此类剪辑视频侵犯了权利人的著作权，体育赛事视频属于新修订的《著作权法》第三条中规定的“视听作品”，受著作权法的保护。\n随着网络直播的快速发展，网络体育赛事直播侵权的比重呈现上升趋势。由于此前《著作权法》对体育赛事节目法律性质的认定问题，常常出现“同案不同判”的现象，不少体育赛事直播节目遭遇侵权盗播后的维权困难。\n今年6月1日开始施行的新修《著作权法》有效缓解了上述问题，新修《著作权法》第三条将“电影作品和以类似摄制电影的方法创作的作品”改为“视听作品”。第四十五条将广播台、电视台有权禁止未经许可的行为扩大到“以有线或者无线方式转播”“将其播放的广播、电视通过信息网络向公众传播”。\n\n图源：中央广播电视总台\n李登川表示，获得著作权法保护的作品需要具有独创性，而修订前的《著作权法》只规定了电影作品和类电作品，体育赛事视频是否具有独创性就成了学界和司法界持续争论的焦点。修订后，广播电视台对于互联网体育赛事直播侵权拥有了更强力的法律武器。\n比起央视总台在往届奥运会发布的类似声明，此次声明明确了各类侵权行为，对于侵权的界定要严格许多，包括了所有通过电视、广播、互联网、移动通信网、IPTV、互联网电视、移动媒体电视、各类应用软件及其他任何音频转播技术或平台以直播、延迟播出、点播、轮播、回看、下载或剧场院线播放、公共场所播放及其他任何方式使用2020年东京奥运会的音视频节目内容、广播电视信号或任何相关素材，或从事其他利用、搭借2020年东京奥运会的行为。\n李登川表示，当下版权保护力度加大的态势很明显，惩罚性赔偿金额也会相应提高。\n03 技术加码版权维护\n面对海量的侵权视频，尤其是短视频平台由个人发布的奥运视频剪辑内容，版权拥有方将如何应对？据《IT时报》记者观察，在未得到官方授权的视频平台中输入“奥运”进行搜索，依然能发现许多往届奥运会的相关视频，至于发布者有没有获得授权，截至记者发稿并未获得平台方和发布者的回复。\n中央广播电视总台总经理室版权运营中心副主任严波此前曾表示，央视将使用更先进的技术，如区块链、大数据、云计算等进行准确分析，更精确地打击侵权者，并采取更有力的法律行动。\n技术加码版权维护是当下视频维权的特点与亮点，根据国家版权局发布《2020年中国网络版权产业发展报告》，区块链、DRM、人工智能、数字水印等数字版权管理与保护等新技术的应用，在版权确权、侵权监测、司法维权等互联网领域版权保护上进一步助力我国网络版权保护。\n\n图源：冠勇科技官网\n以与中国网络电视台合作的冠勇科技为例，资料显示，冠勇科技为合作方提供版权监测服务及维权下线服务，依托自主研发的海量音视图文搜索、版权大数据挖掘、云计算等技术，打造了“7×24”小时全平台、全时段、全网络版权监测体系，有效打击网络侵权，保护了多届奥运会、NBA等体育赛事的网络传播权，侵权链接下线率达95%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}