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NgeChanWin
2021-07-03
cool
抱歉,原内容已删除
NgeChanWin
2021-06-26
Huawei mobile on
券商研报:公司是国内绝对龙头!公司回应:我真不是!
NgeChanWin
2021-07-09
子
“全球资产定价之锚”狂跌,发生了什么?
NgeChanWin
2021-06-22
好礼品
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NgeChanWin
2021-06-19
May sell Jun buy july ??
NgeChanWin
2021-06-23
好像是分享知识
开盘:美股高开,小鹏汽车引领造车新势力拉升
NgeChanWin
2021-06-19
@MaxWin
how are you?
NgeChanWin
2021-06-19
@MaxWin
cool
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NgeChanWin
2021-06-19
@MaxWin
hi hi
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NgeChanWin
2021-06-19
@MaxWin hi
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NgeChanWin
2021-06-19
Cool
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去老虎APP查看更多动态
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10:29","market":"us","language":"zh","title":"“全球资产定价之锚”狂跌,发生了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1172733132","media":"华尔街见闻","summary":"10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行,","content":"<blockquote>\n 10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n</blockquote>\n<p>美国10年期国债收益率继续下行,不仅反映出投资者对美国经济增长前景的担忧,也反映了对传染性极强的德尔塔变异毒株的担心。</p>\n<p>7月7日周三美股盘初,美国10年期国债收益率一度降至1.30%下方,<b>连续第二日创2月以来盘中新低,也是今年2月以来首次跌破1.30%。</b></p>\n<p>在美联储6月会议纪要公布后,10年期美债收益率继续维持在较低水平。纪要显示,美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。</p>\n<p>截止纽约尾盘,美国10年期国债收益率接近1.32%,日内降3个基点,处于2月18日以来同时段最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/281f0ec1d91531e8662d1d147de1df8c\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>国债收益率是一个受到密切关注的经济晴雨表,尤其是长期债券收益率:当经济前景改善时,收益率往往上行;而当经济增长前景动摇时,则会下行。</p>\n<p>今年一季度,美债收益率曾一度大幅攀升,然而近日以来却一路走低,某种程度上反映了投资者在重新评估对经济复苏的预测,同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。</p>\n<p><b>第一个因素来自德尔塔变异毒株,这种传染性极高的毒株给经济复苏蒙上了阴影。</b></p>\n<p>根据美国CDC最新公布的数据,德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内,美国新增病例中部德尔塔变异毒株的比例占到了51.7%。</p>\n<p>与此同时,美国CDC主任Rochelle Walensky上周表示,美国仍有约1000个县的疫苗覆盖率低于30%,这些县大部分位于美国东南部和中西部。美国CDC已经发现,随着德尔塔变异毒株的进一步传播,这些地区的发病率正在上升。</p>\n<p><b>此外,经济数据方面也出现回落,意味着美国经济复苏或放缓。</b></p>\n<p>7月6日公布的6月美国ISM服务业指数为60.1,低于预期,同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩,创下六个月新低。</p>\n<p><b>还有分析师认为,美国TGA账户可能也是一个因素。</b></p>\n<p>美国债务上限将在7月底生效,即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示,TGA账户在积累了大量资金后,正在逐步减少,导致了债券供应量的减少,这是近期债券收益率走势变化的一个关键因素。</p>\n<p><b>最后当然是美联储的态度。</b></p>\n<p>隔夜公布的美联储6月会议纪要暗示,由于今年迄今为止经济增长强于预期,美联储官员们预计美联储能够比预期更早开始缩减QE。</p>\n<p>华尔街日报表示,美联储可能会减少国债购买或者提高短期利率的迹象,可能导致投资者抛售债券,从而推高收益率。但是最近几周,只有短期收益率上行,而长债收益率下行,这表明投资者担心货币政策收紧可能会损害经济复苏。</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>“全球资产定价之锚”狂跌,发生了什么?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“全球资产定价之锚”狂跌,发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-08 10:29 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行,不仅反映出投资者对美国经济增长前景的担忧,也反映了对传染性极强的德尔塔变异毒株的担心。\n7月7日周三美股盘初,美国10年期国债收益率一度降至1.30%下方,连续第二日创2月以来盘中新低,也是今年2月...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"161125":"标普500","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172733132","content_text":"10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行,不仅反映出投资者对美国经济增长前景的担忧,也反映了对传染性极强的德尔塔变异毒株的担心。\n7月7日周三美股盘初,美国10年期国债收益率一度降至1.30%下方,连续第二日创2月以来盘中新低,也是今年2月以来首次跌破1.30%。\n在美联储6月会议纪要公布后,10年期美债收益率继续维持在较低水平。纪要显示,美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。\n截止纽约尾盘,美国10年期国债收益率接近1.32%,日内降3个基点,处于2月18日以来同时段最低水平。\n\n国债收益率是一个受到密切关注的经济晴雨表,尤其是长期债券收益率:当经济前景改善时,收益率往往上行;而当经济增长前景动摇时,则会下行。\n今年一季度,美债收益率曾一度大幅攀升,然而近日以来却一路走低,某种程度上反映了投资者在重新评估对经济复苏的预测,同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。\n第一个因素来自德尔塔变异毒株,这种传染性极高的毒株给经济复苏蒙上了阴影。\n根据美国CDC最新公布的数据,德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内,美国新增病例中部德尔塔变异毒株的比例占到了51.7%。\n与此同时,美国CDC主任Rochelle Walensky上周表示,美国仍有约1000个县的疫苗覆盖率低于30%,这些县大部分位于美国东南部和中西部。美国CDC已经发现,随着德尔塔变异毒株的进一步传播,这些地区的发病率正在上升。\n此外,经济数据方面也出现回落,意味着美国经济复苏或放缓。\n7月6日公布的6月美国ISM服务业指数为60.1,低于预期,同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩,创下六个月新低。\n还有分析师认为,美国TGA账户可能也是一个因素。\n美国债务上限将在7月底生效,即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示,TGA账户在积累了大量资金后,正在逐步减少,导致了债券供应量的减少,这是近期债券收益率走势变化的一个关键因素。\n最后当然是美联储的态度。\n隔夜公布的美联储6月会议纪要暗示,由于今年迄今为止经济增长强于预期,美联储官员们预计美联储能够比预期更早开始缩减QE。\n华尔街日报表示,美联储可能会减少国债购买或者提高短期利率的迹象,可能导致投资者抛售债券,从而推高收益率。但是最近几周,只有短期收益率上行,而长债收益率下行,这表明投资者担心货币政策收紧可能会损害经济复苏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152598365,"gmtCreate":1625307067257,"gmtModify":1631888967990,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152598365","repostId":"1165340887","repostType":2,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124081814,"gmtCreate":1624706828638,"gmtModify":1631888967993,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"Huawei mobile on","listText":"Huawei mobile on","text":"Huawei mobile on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124081814","repostId":"1130236052","repostType":4,"repost":{"id":"1130236052","kind":"news","pubTimestamp":1624688929,"share":"https://www.laohu8.com/m/news/1130236052?lang=&edition=full","pubTime":"2021-06-26 14:28","market":"sh","language":"zh","title":"券商研报:公司是国内绝对龙头!公司回应:我真不是!","url":"https://stock-news.laohu8.com/highlight/detail?id=1130236052","media":"中国证券报","summary":"近日,创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称,媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉,此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深","content":"<div>\n<p>近日,创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称,媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉,此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致,对方将在一个月内完成研究报告替换,修正该部分描述。\n作为次新股,深圳瑞捷上市初期曾创下85.71元/股的历史最高价,然后陷入持续近两个月的阴跌,直到6月18日,其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>券商研报:公司是国内绝对龙头!公司回应:我真不是!</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; 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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券商研报:公司是国内绝对龙头!公司回应:我真不是!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 14:28 北京时间 <a href=https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称,媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉,此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致,对方将在一个月内完成研究报告替换,修正该部分描述。\n作为次新股,深圳瑞捷上市初期曾创下85.71元/股的历史最高价,然后陷入持续近两个月的阴跌,直到6月18日,其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日,创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称,媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉,此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致,对方将在一个月内完成研究报告替换,修正该部分描述。\n作为次新股,深圳瑞捷上市初期曾创下85.71元/股的历史最高价,然后陷入持续近两个月的阴跌,直到6月18日,其股价突然异动,当天上涨15.90%。就在部分券商上周末(6月19日-6月20日)发布其深度研报后,深圳瑞捷本周一(6月21日)开盘涨停。\n因连续大涨,深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源:公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称:“深圳瑞捷是第三方工程评估国内绝对龙头,目前已与百强地产中的73家地产商建立合作关系,业务范围涵盖500余个城市,过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设,加速全国化进程,进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间,有望成为未来第三方工程服务的白马企业。”\n\n来源:华西证券\n华西证券给出的目标价为116.37元,按研报出具时股价55.40元计算,预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称,“公司是国内绝对龙头(第二名人员规模仅为其41%),不同于工程监理、工程设计等传统建筑工程管理服务业务,第三方工程评估行业2010 年方才诞生,既没有法定资质或许可要求,也尚未形成地域分割、过度竞争的行业格局,客户在选择评估供应商时,主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选,这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家,超过75%订单通过客户直接委托获得(而非招投标),且该比例逐年提升,彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点,敬请广大投资者理性投资,注意风险。”\n上市公司赶忙澄清\nWind数据显示,深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%,而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函,要求其核实并说明前述报道的数据来源,相关报道是否准确,如否,需对前述报道作出澄清,并说明是否存在应披露未披露事项。\n24日晚间,深圳瑞捷回复称,“公司是第三方工程评估国内绝对龙头”相关报道不准确,并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一,且具有一定先发优势。”\n\n来源:公司公告\n关于股价短期内涨幅较大的原因,深圳瑞捷在公告中自称可能是因为“公司上市已超两个月,属于次新股企业,随着时间的推移,投资者逐步关注到公司,并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖,成交量屡破万亿,涨停的上市公司数量也随之增多,部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后,上海贝岭6月21日盘后在股票交易异常波动公告中称,“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示:上述预测为第三方预测,未经公司确认,相关信息以公司公告为准。”\n2020年,沪硅产业在科创板上市初期股价大涨,曾发布公告表示“公司上市以来未接受投资机构及证券公司调研,部分研究报告对公司业绩预测与公司历史业绩情况差异较大,对公司股价预计的依据不足,为其单方面预测,未经公司确认,相关信息以公司公告为准。”\n业内人士认为,研报不能哗众取宠,更不可刻意误导,作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后,以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则,分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121377861,"gmtCreate":1624455750353,"gmtModify":1631888967996,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"好像是分享知识","listText":"好像是分享知识","text":"好像是分享知识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121377861","repostId":"1180241456","repostType":4,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120116736,"gmtCreate":1624314469325,"gmtModify":1631888968000,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"好礼品","listText":"好礼品","text":"好礼品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120116736","repostId":"1131452883","repostType":4,"repost":{"id":"1131452883","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":1624290305,"share":"https://www.laohu8.com/m/news/1131452883?lang=&edition=full","pubTime":"2021-06-21 23:45","market":"us","language":"zh","title":"火花思维提交在美IPO申请,一季度营收增长202.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131452883","media":"老虎资讯综合","summary":"据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。\n招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.7","content":"<p>据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。</p>\n<p>招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。</p>\n<p>截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。</p>\n<p>亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。</p>\n<p>2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。</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>火花思维提交在美IPO申请,一季度营收增长202.7%</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; 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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火花思维提交在美IPO申请,一季度营收增长202.7%\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\">2021-06-21 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。</p>\n<p>招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。</p>\n<p>截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。</p>\n<p>亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。</p>\n<p>2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7186383295e35dbeed76b7df4bae0d3b","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131452883","content_text":"据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。\n招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。\n截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。\n亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。\n2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165806966,"gmtCreate":1624112561255,"gmtModify":1631888968004,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"May 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class=\"title\">\n券商研报:公司是国内绝对龙头!公司回应:我真不是!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 14:28 北京时间 <a href=https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称,媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉,此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致,对方将在一个月内完成研究报告替换,修正该部分描述。\n作为次新股,深圳瑞捷上市初期曾创下85.71元/股的历史最高价,然后陷入持续近两个月的阴跌,直到6月18日,其股价...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300977":"深圳瑞捷"},"source_url":"https://mp.weixin.qq.com/s/9Aarn9X3A-Ewlm4Xg7cUrg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130236052","content_text":"近日,创业板上市公司深圳瑞捷在对深交所关注函的回复公告中称,媒体报道中的“公司是第三方工程评估国内绝对龙头”表述并不准确。\n据悉,此说法源于券商研报。有券商给出的目标价较深圳瑞捷当时的股价直接翻倍。深圳瑞捷称已与研报出具方达成一致,对方将在一个月内完成研究报告替换,修正该部分描述。\n作为次新股,深圳瑞捷上市初期曾创下85.71元/股的历史最高价,然后陷入持续近两个月的阴跌,直到6月18日,其股价突然异动,当天上涨15.90%。就在部分券商上周末(6月19日-6月20日)发布其深度研报后,深圳瑞捷本周一(6月21日)开盘涨停。\n因连续大涨,深交所曾于21日盘后对深圳瑞捷下发《关注函》。\n\n来源:公告\n多家券商研报中提及“国内绝对龙头”\n华西证券建筑建材团队在6月19日的研报中称:“深圳瑞捷是第三方工程评估国内绝对龙头,目前已与百强地产中的73家地产商建立合作关系,业务范围涵盖500余个城市,过去5年收入复合年增长率49%。上市后公司有望通过北京、上海、成都、武汉运营基地的建设,加速全国化进程,进一步增强业务拓展和竞争力。未来5年净利润或有4倍以上成长空间,有望成为未来第三方工程服务的白马企业。”\n\n来源:华西证券\n华西证券给出的目标价为116.37元,按研报出具时股价55.40元计算,预期涨幅达110.05%。\n长江证券建筑研究团队随后也在研报中称,“公司是国内绝对龙头(第二名人员规模仅为其41%),不同于工程监理、工程设计等传统建筑工程管理服务业务,第三方工程评估行业2010 年方才诞生,既没有法定资质或许可要求,也尚未形成地域分割、过度竞争的行业格局,客户在选择评估供应商时,主要从过往业绩及成功案例、业内口碑与评价等方面加以筛选,这就使得该领域具备明显的品牌效应。公司合作对象包含前100 地产商中的73 家,超过75%订单通过客户直接委托获得(而非招投标),且该比例逐年提升,彰显品牌优势绝对领先并不断得到强化。”\n上述研报均给予深圳瑞捷买入评级。深圳瑞捷曾在21日盘后发布股票交易异常波动公告称“部分研究报告对公司业绩预测仅代表分析师个人观点,敬请广大投资者理性投资,注意风险。”\n上市公司赶忙澄清\nWind数据显示,深圳瑞捷在6月18日至6月23日期间累计涨幅达46.42%,而后24日、25日经历两连跌。\n交易所于21日盘后发出关注函,要求其核实并说明前述报道的数据来源,相关报道是否准确,如否,需对前述报道作出澄清,并说明是否存在应披露未披露事项。\n24日晚间,深圳瑞捷回复称,“公司是第三方工程评估国内绝对龙头”相关报道不准确,并澄清称“公司是国内较早从事建筑工程质量与安全风险第三方评估咨询业务的市场主体之一,且具有一定先发优势。”\n\n来源:公司公告\n关于股价短期内涨幅较大的原因,深圳瑞捷在公告中自称可能是因为“公司上市已超两个月,属于次新股企业,随着时间的推移,投资者逐步关注到公司,并对公司所处的细分行业存在持续看好而买入的可能。”\n券商研报还需严谨\n深圳瑞捷并非唯一一家近期公开澄清券商研报内容的上市公司。\n随着A股市场持续回暖,成交量屡破万亿,涨停的上市公司数量也随之增多,部分券商研报有意无意起到了一定推波助澜的作用。\n当月再次收获三连板后,上海贝岭6月21日盘后在股票交易异常波动公告中称,“公司关注到近期部分证券公司发布的研究报告中对公司未来的营业收入、利润水平、每股收益、股价和市盈率等指标进行了预测。公司在此提示:上述预测为第三方预测,未经公司确认,相关信息以公司公告为准。”\n2020年,沪硅产业在科创板上市初期股价大涨,曾发布公告表示“公司上市以来未接受投资机构及证券公司调研,部分研究报告对公司业绩预测与公司历史业绩情况差异较大,对公司股价预计的依据不足,为其单方面预测,未经公司确认,相关信息以公司公告为准。”\n业内人士认为,研报不能哗众取宠,更不可刻意误导,作为从业者的证券分析师应主动担负社会责任。号称“最严券业研报规范及分析师准则”的自律规定出台后,以往饱受投资者诟病的研报夸张描述、画饼式业绩预测等乱象均得到了较大程度的改善。\n证券业协会于2020年5月底发布了《发布证券研究报告执业规范(修订稿)》和《证券分析师执业行为准则(修订稿)》两份行业自律规则,分别对分析师研报质量、新媒体管理、外聘专家、廉洁从业、考评独立性、保密制度及适用规范等七大方面做出修订。","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143124702,"gmtCreate":1625783992506,"gmtModify":1631888967989,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"子","listText":"子","text":"子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143124702","repostId":"1172733132","repostType":4,"repost":{"id":"1172733132","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1625711383,"share":"https://www.laohu8.com/m/news/1172733132?lang=&edition=full","pubTime":"2021-07-08 10:29","market":"us","language":"zh","title":"“全球资产定价之锚”狂跌,发生了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1172733132","media":"华尔街见闻","summary":"10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行,","content":"<blockquote>\n 10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n</blockquote>\n<p>美国10年期国债收益率继续下行,不仅反映出投资者对美国经济增长前景的担忧,也反映了对传染性极强的德尔塔变异毒株的担心。</p>\n<p>7月7日周三美股盘初,美国10年期国债收益率一度降至1.30%下方,<b>连续第二日创2月以来盘中新低,也是今年2月以来首次跌破1.30%。</b></p>\n<p>在美联储6月会议纪要公布后,10年期美债收益率继续维持在较低水平。纪要显示,美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。</p>\n<p>截止纽约尾盘,美国10年期国债收益率接近1.32%,日内降3个基点,处于2月18日以来同时段最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/281f0ec1d91531e8662d1d147de1df8c\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>国债收益率是一个受到密切关注的经济晴雨表,尤其是长期债券收益率:当经济前景改善时,收益率往往上行;而当经济增长前景动摇时,则会下行。</p>\n<p>今年一季度,美债收益率曾一度大幅攀升,然而近日以来却一路走低,某种程度上反映了投资者在重新评估对经济复苏的预测,同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。</p>\n<p><b>第一个因素来自德尔塔变异毒株,这种传染性极高的毒株给经济复苏蒙上了阴影。</b></p>\n<p>根据美国CDC最新公布的数据,德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内,美国新增病例中部德尔塔变异毒株的比例占到了51.7%。</p>\n<p>与此同时,美国CDC主任Rochelle Walensky上周表示,美国仍有约1000个县的疫苗覆盖率低于30%,这些县大部分位于美国东南部和中西部。美国CDC已经发现,随着德尔塔变异毒株的进一步传播,这些地区的发病率正在上升。</p>\n<p><b>此外,经济数据方面也出现回落,意味着美国经济复苏或放缓。</b></p>\n<p>7月6日公布的6月美国ISM服务业指数为60.1,低于预期,同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩,创下六个月新低。</p>\n<p><b>还有分析师认为,美国TGA账户可能也是一个因素。</b></p>\n<p>美国债务上限将在7月底生效,即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示,TGA账户在积累了大量资金后,正在逐步减少,导致了债券供应量的减少,这是近期债券收益率走势变化的一个关键因素。</p>\n<p><b>最后当然是美联储的态度。</b></p>\n<p>隔夜公布的美联储6月会议纪要暗示,由于今年迄今为止经济增长强于预期,美联储官员们预计美联储能够比预期更早开始缩减QE。</p>\n<p>华尔街日报表示,美联储可能会减少国债购买或者提高短期利率的迹象,可能导致投资者抛售债券,从而推高收益率。但是最近几周,只有短期收益率上行,而长债收益率下行,这表明投资者担心货币政策收紧可能会损害经济复苏。</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>“全球资产定价之锚”狂跌,发生了什么?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“全球资产定价之锚”狂跌,发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-08 10:29 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行,不仅反映出投资者对美国经济增长前景的担忧,也反映了对传染性极强的德尔塔变异毒株的担心。\n7月7日周三美股盘初,美国10年期国债收益率一度降至1.30%下方,连续第二日创2月以来盘中新低,也是今年2月...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"161125":"标普500","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172733132","content_text":"10年期美债收益率连续第二日创2月以来盘中新低。对德尔塔变异毒株的担心,经济数据回落,美国债务上限临近重启,以及美联储的态度是主导近期美债收益率走势变化的关键因素。\n\n美国10年期国债收益率继续下行,不仅反映出投资者对美国经济增长前景的担忧,也反映了对传染性极强的德尔塔变异毒株的担心。\n7月7日周三美股盘初,美国10年期国债收益率一度降至1.30%下方,连续第二日创2月以来盘中新低,也是今年2月以来首次跌破1.30%。\n在美联储6月会议纪要公布后,10年期美债收益率继续维持在较低水平。纪要显示,美联储官员们正在就如何以及何时开始缩减央行对经济的支持展开辩论。\n截止纽约尾盘,美国10年期国债收益率接近1.32%,日内降3个基点,处于2月18日以来同时段最低水平。\n\n国债收益率是一个受到密切关注的经济晴雨表,尤其是长期债券收益率:当经济前景改善时,收益率往往上行;而当经济增长前景动摇时,则会下行。\n今年一季度,美债收益率曾一度大幅攀升,然而近日以来却一路走低,某种程度上反映了投资者在重新评估对经济复苏的预测,同时各种迹象也显示美国国会和美联储似乎提供的刺激力度可能没有此前那样强劲。\n第一个因素来自德尔塔变异毒株,这种传染性极高的毒株给经济复苏蒙上了阴影。\n根据美国CDC最新公布的数据,德尔塔变异毒株已经成为美国主要流行的毒株。截至7月3日的两周内,美国新增病例中部德尔塔变异毒株的比例占到了51.7%。\n与此同时,美国CDC主任Rochelle Walensky上周表示,美国仍有约1000个县的疫苗覆盖率低于30%,这些县大部分位于美国东南部和中西部。美国CDC已经发现,随着德尔塔变异毒株的进一步传播,这些地区的发病率正在上升。\n此外,经济数据方面也出现回落,意味着美国经济复苏或放缓。\n7月6日公布的6月美国ISM服务业指数为60.1,低于预期,同时较5月创下的64这一历史高位显著回落。其中就业分项指数更是从扩张转为收缩,创下六个月新低。\n还有分析师认为,美国TGA账户可能也是一个因素。\n美国债务上限将在7月底生效,即美国财政部需要在此之前压降TGA账户余额。MarketWatch援引Aptus Capital Advisors固收分析师John Luke Tyner表示,TGA账户在积累了大量资金后,正在逐步减少,导致了债券供应量的减少,这是近期债券收益率走势变化的一个关键因素。\n最后当然是美联储的态度。\n隔夜公布的美联储6月会议纪要暗示,由于今年迄今为止经济增长强于预期,美联储官员们预计美联储能够比预期更早开始缩减QE。\n华尔街日报表示,美联储可能会减少国债购买或者提高短期利率的迹象,可能导致投资者抛售债券,从而推高收益率。但是最近几周,只有短期收益率上行,而长债收益率下行,这表明投资者担心货币政策收紧可能会损害经济复苏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120116736,"gmtCreate":1624314469325,"gmtModify":1631888968000,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"好礼品","listText":"好礼品","text":"好礼品","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120116736","repostId":"1131452883","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165806966,"gmtCreate":1624112561255,"gmtModify":1631888968004,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"May sell Jun buy july ??","listText":"May sell Jun buy july ??","text":"May sell Jun buy july ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165806966","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121377861,"gmtCreate":1624455750353,"gmtModify":1631888967996,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"好像是分享知识","listText":"好像是分享知识","text":"好像是分享知识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121377861","repostId":"1180241456","repostType":4,"repost":{"id":"1180241456","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":1624455293,"share":"https://www.laohu8.com/m/news/1180241456?lang=&edition=full","pubTime":"2021-06-23 21:34","market":"us","language":"zh","title":"开盘:美股高开,小鹏汽车引领造车新势力拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1180241456","media":"老虎资讯综合","summary":"6月23日(周三),道琼斯指数开盘上涨31.93点,涨幅0.09%,报33977.51点;纳斯达克综合指数开盘上涨12.8点,涨幅0.09%,报14266.1点;标普500指数开盘上涨4.27点,涨幅","content":"<p>6月23日(周三),道琼斯指数开盘上涨31.93点,涨幅0.09%,报33977.51点;纳斯达克综合指数开盘上涨12.8点,涨幅0.09%,报14266.1点;标普500指数开盘上涨4.27点,涨幅0.10%,报4250.70点。</p>\n<p><img src=\"https://static.tigerbbs.com/e23234d0fa6cd0a022784350d8a2aa82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>开盘涨超5%,今日已通过港交所上市聆讯。小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股,可满足沪港通和深港通的接入条件,便于A股投资者借助港股通投资,活跃股票成交。</p>\n<p>同时,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近5%。美股新能源车概念股也集体走高,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>涨6.7%,<a href=\"https://laohu8.com/S/TSP\">图森未来</a>涨超5%,<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>涨4.13%,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>涨4.01%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.37%。</p>\n<p>次新股<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团开盘跌超5%。昨日上市首日收涨超13%。</p>\n<p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>开盘涨超7%,此前宣布与<a href=\"https://laohu8.com/S/00700\">腾讯</a>达成战略合作。</p>\n<p><a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨0.77%,公司开始恢复在美国、加勒比海和欧洲的邮轮业务。</p>\n<p>临床治疗药物公司Bellerophon(BLPH.O)盘初跳涨18%,触及熔断。</p>\n<p>WSB概念股<a href=\"https://laohu8.com/S/CLOV\">Clover Health</a>涨超13%,昨日收涨逾12%,该股仍是Reddit论坛WallStreetBets的卖空关注焦点。</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>开盘:美股高开,小鹏汽车引领造车新势力拉升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘:美股高开,小鹏汽车引领造车新势力拉升\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\">2021-06-23 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月23日(周三),道琼斯指数开盘上涨31.93点,涨幅0.09%,报33977.51点;纳斯达克综合指数开盘上涨12.8点,涨幅0.09%,报14266.1点;标普500指数开盘上涨4.27点,涨幅0.10%,报4250.70点。</p>\n<p><img src=\"https://static.tigerbbs.com/e23234d0fa6cd0a022784350d8a2aa82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>开盘涨超5%,今日已通过港交所上市聆讯。小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股,可满足沪港通和深港通的接入条件,便于A股投资者借助港股通投资,活跃股票成交。</p>\n<p>同时,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近5%。美股新能源车概念股也集体走高,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>涨6.7%,<a href=\"https://laohu8.com/S/TSP\">图森未来</a>涨超5%,<a href=\"https://laohu8.com/S/WKHS\">Workhorse</a>涨4.13%,<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>涨4.01%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.37%。</p>\n<p>次新股<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团开盘跌超5%。昨日上市首日收涨超13%。</p>\n<p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>开盘涨超7%,此前宣布与<a href=\"https://laohu8.com/S/00700\">腾讯</a>达成战略合作。</p>\n<p><a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨0.77%,公司开始恢复在美国、加勒比海和欧洲的邮轮业务。</p>\n<p>临床治疗药物公司Bellerophon(BLPH.O)盘初跳涨18%,触及熔断。</p>\n<p>WSB概念股<a href=\"https://laohu8.com/S/CLOV\">Clover Health</a>涨超13%,昨日收涨逾12%,该股仍是Reddit论坛WallStreetBets的卖空关注焦点。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180241456","content_text":"6月23日(周三),道琼斯指数开盘上涨31.93点,涨幅0.09%,报33977.51点;纳斯达克综合指数开盘上涨12.8点,涨幅0.09%,报14266.1点;标普500指数开盘上涨4.27点,涨幅0.10%,报4250.70点。\n\n小鹏汽车开盘涨超5%,今日已通过港交所上市聆讯。小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股,可满足沪港通和深港通的接入条件,便于A股投资者借助港股通投资,活跃股票成交。\n同时,蔚来涨近3%,理想汽车涨近5%。美股新能源车概念股也集体走高,Nikola涨6.7%,图森未来涨超5%,Workhorse涨4.13%,小牛电动涨4.01%,特斯拉涨3.37%。\n次新股满帮集团开盘跌超5%。昨日上市首日收涨超13%。\n秦淮数据开盘涨超7%,此前宣布与腾讯达成战略合作。\n嘉年华邮轮涨0.77%,公司开始恢复在美国、加勒比海和欧洲的邮轮业务。\n临床治疗药物公司Bellerophon(BLPH.O)盘初跳涨18%,触及熔断。\nWSB概念股Clover Health涨超13%,昨日收涨逾12%,该股仍是Reddit论坛WallStreetBets的卖空关注焦点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165808559,"gmtCreate":1624112503671,"gmtModify":1631888968006,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3563311381284357\">@MaxWin</a>how are you?","listText":"<a href=\"https://laohu8.com/U/3563311381284357\">@MaxWin</a>how are you?","text":"@MaxWinhow are you?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165808559","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165801484,"gmtCreate":1624112414348,"gmtModify":1631888968009,"author":{"id":"4087214947564360","authorId":"4087214947564360","name":"NgeChanWin","avatar":"https://static.tigerbbs.com/19a00673893323c6978200664752f798","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087214947564360","authorIdStr":"4087214947564360"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3563311381284357\">@MaxWin</a>cool","listText":"<a 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