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GameKK

GameKK

新人-多多指教-多多给tibs

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16粉丝

0主题

0勋章

2021-07-20

$农夫山泉(09633)$ 我被套了[生气] [生气] [生气]

2021-07-06

股票

Q2银行股财报前瞻：两大利好能带动股价乘势而起吗？

2021-07-11

看法

抱歉，原内容已删除

2021-07-27

$中国恒大(03333)$你恒了好久[喷血] [喷血] [喷血]

2021-07-20

加油[暗中观察] [暗中观察] [暗中观察]

打新直播间 | 华为、小米入股，好达电子究竟有何来头？

2021-07-28

$英伟达(NVDA)$好像很厉害哦

2021-07-24

有点高

抱歉，原内容已删除

2021-07-19

投点点[龇牙]

经济日报评论：不能把碳中和当概念炒作

2021-07-16

蔚来加油[得意]

抱歉，原内容已删除

2021-07-13

互联网泡沫🤔 投资要谨慎

抱歉，原内容已删除

2021-07-08

牛

抱歉，原内容已删除

2021-07-08

$ARK Innovation ETF(ARKK)$该怎么办

2021-07-29

$海底捞(06862)$ 下海捞结果淹了 5%[无语] [无语] [无语]

2021-08-11

难啊[喷血] [喷血]

抱歉，原内容已删除

2021-07-25

125 就有点红包钱🧧[得意]

抱歉，原内容已删除

2021-07-21

[财迷] [财迷]

抱歉，原内容已删除

2021-07-20

要撑着啊……兄弟[暗中观察] [暗中观察] [暗中观察]

中国恒大跌超8%，市值跌破1000亿港元

2021-07-20

要撑着啊！[惊讶] [惊讶] [惊讶]

抱歉，原内容已删除

2021-07-20

炒啊炒[开心] 有人赢钱有人亏钱[生气] [生气] [生气]

抱歉，原内容已删除

2021-07-16

加油💪🏿

抱歉，原内容已删除

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[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892777721","repostId":"1144086028","repostType":4,"repost":{"id":"1144086028","pubTimestamp":1628689184,"share":"https://www.laohu8.com/m/news/1144086028?lang=&edition=full","pubTime":"2021-08-11 21:39","market":"hk","language":"zh","title":"未卖一车却先被“卖身”，恒大汽车还有未来吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144086028","media":" iFeng科技","summary":"1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。\n2.恒大汽车早前发布了9款车型，但截至目前一车未卖。\n3.造车前期投入堪比无底洞，负债压力下，或","content":"<p><img src=\"https://static.tigerbbs.com/0f519b4c609a501229a54c03bd35e7a4\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。</p>\n<p>2.恒大汽车早前发布了9款车型，但截至目前一车未卖。</p>\n<p>3.造车前期投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。</p>\n<p>或许，从某种意义上，恒大汽车实现了许家印在2018年时定下的战略规划：“开辟一条不同于世界上任何造车企业的新的造车路。”</p>\n<p>8月10日晚间，中国恒大发布公告称，目前正在与几家潜在的独立第三方投资者进行接触，探讨有关出售旗下部分资产，包括但不限于出售恒大新能源汽车及恒大物业集团的部分权益。</p>\n<p><img src=\"https://static.tigerbbs.com/36424a81bcf9890cac8d93cbcc1128ab\" tg-width=\"1080\" tg-height=\"803\" referrerpolicy=\"no-referrer\">就在前一天，恒大汽车发布了半年盈利预警，预计2021年上半年净亏损额48亿元，相较去年同期增长近96%。尽管亏损的原因主要由于拓展新能源汽车业务，需要进行固定资产、设备、技术研发等开支的投入，但是自2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元。<img src=\"https://static.tigerbbs.com/41bf17b66c62795234e3ecf40aa78c6b\" tg-width=\"685\" tg-height=\"620\" referrerpolicy=\"no-referrer\">不仅如此，自2021年开始，恒大汽车的股价也一路高开低走，短短半年，便从最高点的72.45港元/股一路跌到近10港元/股，市值也从5000亿港元下跌到近1200亿港元，市值缩水数千亿。截至8月11日发稿，受恒大系整体利好影响，恒大汽车报价13.82港元，市值达到1350亿，有所增长。</p>\n<p>不管是许家印，还是深陷债务危机的恒大集团，想在恒大汽车上投入更多资金恐怕有些力不从心。2021年6月底，恒大集团有息负债额度总计达到近6000亿元，与2020年最高点相比，已经下降近3000亿元，但债务压力仍不容小觑。</p>\n<p>更何况就造车行业而言，前期的投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。</p>\n<p><b>被恒大拿来换钱“回血”？</b></p>\n<p>今年4月，恒大在上海车展期间，将其早前发布的9款车型进行了统一亮相，并公开表示，预计在2021年第四季度实现试生产，2022年开始进行大规模交付，2025年产销实现100万辆。另外，具有长寿命、高安全等性能的动力电池产品，也将于2021年下半年量产。</p>\n<p>按照此前恒大汽车首席财务官潘大荣的预测，恒大集团还将在2021年对恒大汽车投入90亿元进行造车，而随着汽车销量的增长，集团将不再对其进行投入，也可正常运营。</p>\n<p>反观造车新势力们，今年以来蔚来、理想、小鹏纷纷加大了研发投入，且均表示未来每年都会在研发投入上有所增加；小米也斥巨资进入造车领域，雷军更是做出未来10年投资100亿美元的计划；而当各大企业都在不遗余力的加大投入的时候，恒大汽车却在投入上“戛然而止”。</p>\n<p>有分析师表示，在很大程度上，恒大汽车缺乏知识产权的沉淀，很多技术、资质等汽车产业链的布局都是通过大手笔买来的，很难形成自己的核心壁垒。“恒大用房地产的模式造车，很难与汽车行业相融，再加上造车理念、行为方式的区别，要想在汽车行业获得一席之位并不容易。”上述分析师称。</p>\n<p>但许家印并不这么想。早在2018年，他就曾提出恒大汽车“换道超车”的战略部署：要把能买的核心技术、能买的企业都买来，如底盘、电池等；不能买、买不过来的，要推进全方面合作；与工程技术领域建立朋友圈；与全球五大汽车工程技术龙头达成合作等等。</p>\n<p>而在商业规划上，则计划同步研发15款车型，在全球建立10大整车生产基地，2～3年内，生产规模达到100万辆；10～15年内，超过500万辆。但计划赶不上变化，恒大汽车最终只有“被换道”的命运。</p>\n<p><b>谁来接盘恒大汽车？</b></p>\n<p>8月9日，在恒大发布公告前一天，一份疑似恒大合作企业名单流出，包含珠江投资、广州城投、越秀金控、华润、万科等央企正与恒大开展谈判。恒大方面对此向凤凰科技表示：暂不清楚具体细节，如果能与上述企业合作会非常开心，最终协议以公司公告为准。</p>\n<p>恒大汽车被出售，或许有助于安抚恒大集团债权人的心态，并且可以释放其未来流动性有所改善的信号。但对恒大汽车而言，却不是笔划算的买卖。</p>\n<p>2018年，当许家印没能促成恒大与贾跃亭FF的合作后，恒大汽车就成了许家印进入汽车领域的最后一张底牌。至此往后，恒大汽车开始围绕新能源汽车产业链进行收购。</p>\n<p>同年6月，恒大汽车以67.46亿港元收购香港时颖公司100%股份，间接获得Smart King公司(全资持有FF香港与FF美国)45%的股权，成为其第一大股东。三个月后又斥资近150亿元，收购汽车经销商广汇集团40%股份，成为其第二大股东，并打通后续经销商体系。</p>\n<p>不仅如此，恒大汽车还在2019年，相继收购了瑞典电动汽车公司NEVS、荷兰商用车轮毂电机驱动技术公司e-Traction等汽车产业链公司，进行相关技术的研发工作。</p>\n<p>在建厂方面，恒大汽车更是舍得投资。2019年分别投资1600亿元、1200亿元在广州南沙区及沈阳建设以新能源汽车为主的基地项目；2020年投资100亿，在上海建立恒大动力电机生产基地，年规划产能20万套电机，拟于2022年建成投产。</p>\n<p>但出手阔绰的恒大汽车，其实更像一个“空壳”，既没有自己的核心技术也没有车企的严谨。“哪有一家车企会同时发布9款车型？这已经违反了行业逻辑。”汽车领域分析师表示，成本很难在短期内消化下去。</p>\n<p>以造车新势力中的理想汽车为例，在2019年大规模量产后，仅有一款在售车型，2021年发布的理想ONE改款车型，也不过是在现款的基础上，对其自动驾驶辅助系统、增程电动系统等方面进行了系统性升级。</p>\n<p>可见多款车型同时发售，对任何一家造车企业而言，都不是件容易的事，更何况还是在没有量产的情况下，同时发布9款车型，无形中增加了多重压力。而对智能汽车行业来说，整个行业都处于加速发展的状态，今天的新款或许就会变成明天的旧款，停止产品的演进及更新便会成为“落后者”。</p>\n<p>而在成为“落后者”之前，恒大汽车必须要先把自己卖出去。</p>","source":"lsy1570585487130","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 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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未卖一车却先被“卖身”，恒大汽车还有未来吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 21:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw><strong> iFeng科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。\n2.恒大汽车早前发布了9款车型，但截至目前一车未卖。\n3.造车前期投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。\n或许，从某种意义上，恒大汽车实现了许家印在2018年时定下的战略规划：“开辟一条不同于世界上任何造车企业的新的造车路。”\n8月10日晚间，中国恒大发布公告称...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f519b4c609a501229a54c03bd35e7a4","relate_stocks":{"00708":"恒大汽车"},"source_url":"https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144086028","content_text":"1.2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元，今年上半年，预亏48亿元。\n2.恒大汽车早前发布了9款车型，但截至目前一车未卖。\n3.造车前期投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。\n或许，从某种意义上，恒大汽车实现了许家印在2018年时定下的战略规划：“开辟一条不同于世界上任何造车企业的新的造车路。”\n8月10日晚间，中国恒大发布公告称，目前正在与几家潜在的独立第三方投资者进行接触，探讨有关出售旗下部分资产，包括但不限于出售恒大新能源汽车及恒大物业集团的部分权益。\n就在前一天，恒大汽车发布了半年盈利预警，预计2021年上半年净亏损额48亿元，相较去年同期增长近96%。尽管亏损的原因主要由于拓展新能源汽车业务，需要进行固定资产、设备、技术研发等开支的投入，但是自2018年～2020年，恒大汽车每年都在亏损，三年亏损总计近136亿元。不仅如此，自2021年开始，恒大汽车的股价也一路高开低走，短短半年，便从最高点的72.45港元/股一路跌到近10港元/股，市值也从5000亿港元下跌到近1200亿港元，市值缩水数千亿。截至8月11日发稿，受恒大系整体利好影响，恒大汽车报价13.82港元，市值达到1350亿，有所增长。\n不管是许家印，还是深陷债务危机的恒大集团，想在恒大汽车上投入更多资金恐怕有些力不从心。2021年6月底，恒大集团有息负债额度总计达到近6000亿元，与2020年最高点相比，已经下降近3000亿元，但债务压力仍不容小觑。\n更何况就造车行业而言，前期的投入堪比无底洞，负债压力下，或许恒大集团的“弃车保帅”是最为明智的出路。\n被恒大拿来换钱“回血”？\n今年4月，恒大在上海车展期间，将其早前发布的9款车型进行了统一亮相，并公开表示，预计在2021年第四季度实现试生产，2022年开始进行大规模交付，2025年产销实现100万辆。另外，具有长寿命、高安全等性能的动力电池产品，也将于2021年下半年量产。\n按照此前恒大汽车首席财务官潘大荣的预测，恒大集团还将在2021年对恒大汽车投入90亿元进行造车，而随着汽车销量的增长，集团将不再对其进行投入，也可正常运营。\n反观造车新势力们，今年以来蔚来、理想、小鹏纷纷加大了研发投入，且均表示未来每年都会在研发投入上有所增加；小米也斥巨资进入造车领域，雷军更是做出未来10年投资100亿美元的计划；而当各大企业都在不遗余力的加大投入的时候，恒大汽车却在投入上“戛然而止”。\n有分析师表示，在很大程度上，恒大汽车缺乏知识产权的沉淀，很多技术、资质等汽车产业链的布局都是通过大手笔买来的，很难形成自己的核心壁垒。“恒大用房地产的模式造车，很难与汽车行业相融，再加上造车理念、行为方式的区别，要想在汽车行业获得一席之位并不容易。”上述分析师称。\n但许家印并不这么想。早在2018年，他就曾提出恒大汽车“换道超车”的战略部署：要把能买的核心技术、能买的企业都买来，如底盘、电池等；不能买、买不过来的，要推进全方面合作；与工程技术领域建立朋友圈；与全球五大汽车工程技术龙头达成合作等等。\n而在商业规划上，则计划同步研发15款车型，在全球建立10大整车生产基地，2～3年内，生产规模达到100万辆；10～15年内，超过500万辆。但计划赶不上变化，恒大汽车最终只有“被换道”的命运。\n谁来接盘恒大汽车？\n8月9日，在恒大发布公告前一天，一份疑似恒大合作企业名单流出，包含珠江投资、广州城投、越秀金控、华润、万科等央企正与恒大开展谈判。恒大方面对此向凤凰科技表示：暂不清楚具体细节，如果能与上述企业合作会非常开心，最终协议以公司公告为准。\n恒大汽车被出售，或许有助于安抚恒大集团债权人的心态，并且可以释放其未来流动性有所改善的信号。但对恒大汽车而言，却不是笔划算的买卖。\n2018年，当许家印没能促成恒大与贾跃亭FF的合作后，恒大汽车就成了许家印进入汽车领域的最后一张底牌。至此往后，恒大汽车开始围绕新能源汽车产业链进行收购。\n同年6月，恒大汽车以67.46亿港元收购香港时颖公司100%股份，间接获得Smart King公司(全资持有FF香港与FF美国)45%的股权，成为其第一大股东。三个月后又斥资近150亿元，收购汽车经销商广汇集团40%股份，成为其第二大股东，并打通后续经销商体系。\n不仅如此，恒大汽车还在2019年，相继收购了瑞典电动汽车公司NEVS、荷兰商用车轮毂电机驱动技术公司e-Traction等汽车产业链公司，进行相关技术的研发工作。\n在建厂方面，恒大汽车更是舍得投资。2019年分别投资1600亿元、1200亿元在广州南沙区及沈阳建设以新能源汽车为主的基地项目；2020年投资100亿，在上海建立恒大动力电机生产基地，年规划产能20万套电机，拟于2022年建成投产。\n但出手阔绰的恒大汽车，其实更像一个“空壳”，既没有自己的核心技术也没有车企的严谨。“哪有一家车企会同时发布9款车型？这已经违反了行业逻辑。”汽车领域分析师表示，成本很难在短期内消化下去。\n以造车新势力中的理想汽车为例，在2019年大规模量产后，仅有一款在售车型，2021年发布的理想ONE改款车型，也不过是在现款的基础上，对其自动驾驶辅助系统、增程电动系统等方面进行了系统性升级。\n可见多款车型同时发售，对任何一家造车企业而言，都不是件容易的事，更何况还是在没有量产的情况下，同时发布9款车型，无形中增加了多重压力。而对智能汽车行业来说，整个行业都处于加速发展的状态，今天的新款或许就会变成明天的旧款，停止产品的演进及更新便会成为“落后者”。\n而在成为“落后者”之前，恒大汽车必须要先把自己卖出去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801749099,"gmtCreate":1627537898711,"gmtModify":1631888354508,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386243148540","authorIdStr":"4088386243148540"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/03333\">中国恒大</a>跌幅迅速扩大至逾8%，市值跌破1000亿港元。继1.32亿元被冻结之后，恒大在湖南邵阳两项目被暂停网签交易。</p>\n<p>恒大系盘初全线走低，<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>(跌6.8%，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超5%，昨日发布盈喜的<a href=\"https://laohu8.com/S/06666\">恒大物业</a>仍倒跌1.1%。<img src=\"https://static.tigerbbs.com/1e4048012a5d7ea52761d4bc6e8fea52\" 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/69cb99414ad545d3e125459e030ab33d","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103718437","content_text":"7月20日讯，中国恒大跌幅迅速扩大至逾8%，市值跌破1000亿港元。继1.32亿元被冻结之后，恒大在湖南邵阳两项目被暂停网签交易。\n恒大系盘初全线走低，恒腾网络(跌6.8%，恒大汽车跌超5%，昨日发布盈喜的恒大物业仍倒跌1.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171274026,"gmtCreate":1626748452165,"gmtModify":1633771415050,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386243148540","authorIdStr":"4088386243148540"},"themes":[],"htmlText":"加油[暗中观察]&nbsp;[暗中观察]&nbsp;[暗中观察]&nbsp;","listText":"加油[暗中观察]&nbsp;[暗中观察]&nbsp;[暗中观察]&nbsp;","text":"加油[暗中观察] [暗中观察] [暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171274026","repostId":"2152663650","repostType":2,"repost":{"id":"2152663650","pubTimestamp":1626747885,"share":"https://www.laohu8.com/m/news/2152663650?lang=&edition=full","pubTime":"2021-07-20 10:24","market":"sh","language":"zh","title":"打新直播间 | 华为、小米入股，好达电子究竟有何来头？","url":"https://stock-news.laohu8.com/highlight/detail?id=2152663650","media":"格隆汇","summary":"7月20日直播间不见不散！","content":"<html><body><p><span>自成立以来，好达电子受到多家投资机构的青睐，这些机构且都来头不小，比如小米基金（持股5.3%）、华为旗下的哈勃投资（5.3%）、华勤旗下的宽联投资与摩勤<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>（7.68%）。有意思的是，小米、华为、华勤这三家均是好达电子的重要客户，其中小米是最大的客户，并且这三家的营收占比有逐年上升的趋势。从这个关系也可以看到，这三家终端厂商跟好达电子是长期紧密合作的关系，也间接确保了未来好达电子产品的需求将得到很好的保障。</span></p><p><span>好达电子主要从事声表面波射频芯片的研发、设计、生产和销售。深耕20多年，公司在常用频段声表面波滤波器的部分关键性能的表现已达到国外厂商产品的参数水平，同时受益于IDM的模式，核心技术覆盖芯片设计、制造和封装测试等各环节。加上规模化成本的优势，公司近年来保持着45%的综合毛利率和15%的净利率。</span></p><p><span>目前，好达电子主要产品包括声表面波滤波器SAW、双工器和谐振器，下游应用是手机终端。其中，SAW占据了公司77%的营收，是公司最核心的业务。</span></p><p><span>SAW现在是由日美企业所垄断，如日本的村田（47%）、美国<a href=\"https://laohu8.com/S/QCOM\">高通</a>（31%）、太阳诱电、<a href=\"https://laohu8.com/S/SWKS\">思佳讯</a>和威讯等企业垄断，好达在全球的占比为1%。虽然占比不高，但好达这1%意味着被视为“卡脖子”技术的手机滤波器实现了突破，未来在国外领先厂商的垄断格局下也将逐步提高市场占有率。</span></p><p><span>中国是声表面波滤波器的消费大国，长期依赖进口，随着贸易摩擦加剧，声表面滤波器作为射频前端的核心芯片之一，国产化加速是行业发展的必然趋势。此次好达电子IPO拟募资扩产建设声表面波滤波器项目，是不是真的能实现国产替代？</span></p><p><span>想要了解更多关于它的信息，就来格隆汇新股直播间吧!</span></p><p><span><strong><span>直播亮点：</span></strong></span></p><p><span>1.如何突破技术瓶颈，实现真正的国产替代？</span></p><p><span>2.IPO募资扩产的必要性</span></p><p><span>3.与同行业公司相比，优势所在？</span></p><p><span><strong>来不及细说了，快快扫码上车！</strong></span></p><p><img src=\"https://img3.gelonghui.com/76eb1-b67f48f5-f529-4dc0-8e1e-35c5d62067fb.jpg\"/></p></body></html>","source":"gelonghui_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\" 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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打新直播间 | 华为、小米入股，好达电子究竟有何来头？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 10:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/476517><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自成立以来，好达电子受到多家投资机构的青睐，这些机构且都来头不小，比如小米基金（持股5.3%）、华为旗下的哈勃投资（5.3%）、华勤旗下的宽联投资与摩勤智能（7.68%）。有意思的是，小米、华为、华勤这三家均是好达电子的重要客户，其中小米是最大的客户，并且这三家的营收占比有逐年上升的趋势。从这个关系也可以看到，这三家终端厂商跟好达电子是长期紧密合作的关系，也间接确保了未来好达电子产品的需求将得到很...</p>\n\n<a href=\"http://www.gelonghui.com/p/476517\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img2.gelonghui.com/325ac-342300d2-bf9c-4d26-b510-d860082e0236.png","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.gelonghui.com/p/476517","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2152663650","content_text":"自成立以来，好达电子受到多家投资机构的青睐，这些机构且都来头不小，比如小米基金（持股5.3%）、华为旗下的哈勃投资（5.3%）、华勤旗下的宽联投资与摩勤智能（7.68%）。有意思的是，小米、华为、华勤这三家均是好达电子的重要客户，其中小米是最大的客户，并且这三家的营收占比有逐年上升的趋势。从这个关系也可以看到，这三家终端厂商跟好达电子是长期紧密合作的关系，也间接确保了未来好达电子产品的需求将得到很好的保障。好达电子主要从事声表面波射频芯片的研发、设计、生产和销售。深耕20多年，公司在常用频段声表面波滤波器的部分关键性能的表现已达到国外厂商产品的参数水平，同时受益于IDM的模式，核心技术覆盖芯片设计、制造和封装测试等各环节。加上规模化成本的优势，公司近年来保持着45%的综合毛利率和15%的净利率。目前，好达电子主要产品包括声表面波滤波器SAW、双工器和谐振器，下游应用是手机终端。其中，SAW占据了公司77%的营收，是公司最核心的业务。SAW现在是由日美企业所垄断，如日本的村田（47%）、美国高通（31%）、太阳诱电、思佳讯和威讯等企业垄断，好达在全球的占比为1%。虽然占比不高，但好达这1%意味着被视为“卡脖子”技术的手机滤波器实现了突破，未来在国外领先厂商的垄断格局下也将逐步提高市场占有率。中国是声表面波滤波器的消费大国，长期依赖进口，随着贸易摩擦加剧，声表面滤波器作为射频前端的核心芯片之一，国产化加速是行业发展的必然趋势。此次好达电子IPO拟募资扩产建设声表面波滤波器项目，是不是真的能实现国产替代？想要了解更多关于它的信息，就来格隆汇新股直播间吧!直播亮点：1.如何突破技术瓶颈，实现真正的国产替代？2.IPO募资扩产的必要性3.与同行业公司相比，优势所在？来不及细说了，快快扫码上车！","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171278502,"gmtCreate":1626748293406,"gmtModify":1633771418379,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386243148540","authorIdStr":"4088386243148540"},"themes":[],"htmlText":"要撑着啊！[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;","listText":"要撑着啊！[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;","text":"要撑着啊！[惊讶] 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[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171242851","repostId":"1165626187","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173619304,"gmtCreate":1626656920208,"gmtModify":1633925217046,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088386243148540","authorIdStr":"4088386243148540"},"themes":[],"htmlText":"投点点[龇牙]&nbsp;","listText":"投点点[龇牙]&nbsp;","text":"投点点[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173619304","repostId":"1139833430","repostType":4,"repost":{"id":"1139833430","pubTimestamp":1626655444,"share":"https://www.laohu8.com/m/news/1139833430?lang=&edition=full","pubTime":"2021-07-19 08:44","market":"us","language":"zh","title":"经济日报评论：不能把碳中和当概念炒作","url":"https://stock-news.laohu8.com/highlight/detail?id=1139833430","media":"经济日报","summary":"摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n\n7月16日","content":"<blockquote>\n 摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n</blockquote>\n<p>7月16日，全国碳排放权交易正式开市。而在二级市场上，“碳中和”概念股早已成为耀眼的明星，某股票因“碳中和”概念，甚至被连拉21个涨停板。不仅题材股表现抢眼，不少和“碳中和”概念相关的上市公司也被调研机构“踏破门槛”。</p>\n<p>“碳中和”概念火热背后有其原因。我国提出，二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。随后，“碳中和”概念股成为今年资本市场上的热点。</p>\n<p>客观来说，“双碳”目标的提出确实带来了新的投资机会。有报告预测，“双碳”目标未来会给中国带来70万亿元以上的绿色产业投资机会。作为“碳中和”必不可少的负碳排放领域，也因此成为黄金赛道。这种以吸收转化二氧化碳为主要形态，使二氧化碳这一主要温室气体排放量得到有效控制的经济模式，能够最大可能减少煤炭石油等高碳能源消耗，扼制温室气体排放。</p>\n<p>虽然未来前景广阔，但投资者也应看到，目前我国碳交易还处于起步阶段，随着全国性碳交易市场开启，未来交易机制及相关政策还将进一步完善。与此同时，相较于金融资本市场而言，碳交易市场还是个比较小众的市场。资料显示，目前我国碳交易仍以现货交易为主，碳债券、碳期权、碳质押等产品仍处于地区试点阶段。所谓的“碳中和”概念公司也没有成熟的业务模式，整个行业还在发展中。</p>\n<p>在这种情况下，个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。</p>\n<p>需要指出的是，恶意炒作行为会扰乱市场秩序，也不被监管部门所容许。近日，证监会表示将坚决贯彻中办、国办发布的《关于依法从严打击证券违法活动的意见》，落实“零容忍”工作方针，立足防范化解金融风险和保护投资者合法权益的监管大局，密切关注市场动态、密切关注账户联动、密切关注异常交易，依法依规严肃查处操纵市场和内幕交易等行为，持续净化市场生态。</p>\n<p>眼下，“碳中和”概念火热大多还是市场炒作的结果，题材炒作能否经得住考验还要看是否有业绩支撑。</p>","source":"xgjjrb","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>经济日报评论：不能把碳中和当概念炒作</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; 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}\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经济日报评论：不能把碳中和当概念炒作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 08:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635689><strong>经济日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n\n7月16日，全国碳排放权交易正式开市。而在二级市场上，“碳中和”概念股早已成为耀眼的明星，某股票因“碳中和”概念，甚至被连拉21个涨停板。不仅题材股表现抢眼，不少和“碳中和”概念相关的上市公司也被调研机构“踏破...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635689\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8a3247f7e88fe8cbd7757e56e2140a1","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3635689","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139833430","content_text":"摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n\n7月16日，全国碳排放权交易正式开市。而在二级市场上，“碳中和”概念股早已成为耀眼的明星，某股票因“碳中和”概念，甚至被连拉21个涨停板。不仅题材股表现抢眼，不少和“碳中和”概念相关的上市公司也被调研机构“踏破门槛”。\n“碳中和”概念火热背后有其原因。我国提出，二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。随后，“碳中和”概念股成为今年资本市场上的热点。\n客观来说，“双碳”目标的提出确实带来了新的投资机会。有报告预测，“双碳”目标未来会给中国带来70万亿元以上的绿色产业投资机会。作为“碳中和”必不可少的负碳排放领域，也因此成为黄金赛道。这种以吸收转化二氧化碳为主要形态，使二氧化碳这一主要温室气体排放量得到有效控制的经济模式，能够最大可能减少煤炭石油等高碳能源消耗，扼制温室气体排放。\n虽然未来前景广阔，但投资者也应看到，目前我国碳交易还处于起步阶段，随着全国性碳交易市场开启，未来交易机制及相关政策还将进一步完善。与此同时，相较于金融资本市场而言，碳交易市场还是个比较小众的市场。资料显示，目前我国碳交易仍以现货交易为主，碳债券、碳期权、碳质押等产品仍处于地区试点阶段。所谓的“碳中和”概念公司也没有成熟的业务模式，整个行业还在发展中。\n在这种情况下，个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n需要指出的是，恶意炒作行为会扰乱市场秩序，也不被监管部门所容许。近日，证监会表示将坚决贯彻中办、国办发布的《关于依法从严打击证券违法活动的意见》，落实“零容忍”工作方针，立足防范化解金融风险和保护投资者合法权益的监管大局，密切关注市场动态、密切关注账户联动、密切关注异常交易，依法依规严肃查处操纵市场和内幕交易等行为，持续净化市场生态。\n眼下，“碳中和”概念火热大多还是市场炒作的结果，题材炒作能否经得住考验还要看是否有业绩支撑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":171247374,"gmtCreate":1626748012498,"gmtModify":1631888955546,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a> 我被套了[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a> 我被套了[生气]&nbsp;[生气]&nbsp;[生气]&nbsp;","text":"$农夫山泉(09633)$ 我被套了[生气] [生气] [生气]","images":[{"img":"https://static.tigerbbs.com/8e2945df3cecb903f876df181ec74a7d","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/171247374","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516260116364216","authorId":"3516260116364216","name":"乌贼大大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516260116364216","idStr":"3516260116364216"},"content":"模拟的 装啥？","text":"模拟的 装啥？","html":"模拟的 装啥？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":157161860,"gmtCreate":1625573305350,"gmtModify":1633939531604,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"股票","listText":"股票","text":"股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/157161860","repostId":"1146964848","repostType":4,"repost":{"id":"1146964848","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":1625572391,"share":"https://www.laohu8.com/m/news/1146964848?lang=&edition=full","pubTime":"2021-07-06 19:53","market":"us","language":"zh","title":"Q2银行股财报前瞻：两大利好能带动股价乘势而起吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1146964848","media":"老虎资讯综合","summary":"7月6日消息，美股新一轮财报季即将拉开帷幕，打头阵的依然是投资者熟悉的银行股。在经济复苏和加息时间表提前两大利好之风推动下，银行股业绩能乘势而起吗？\n（其中，高盛、摩根大通、富国银行将于7月13日美股","content":"<p>7月6日消息，美股新一轮财报季即将拉开帷幕，打头阵的依然是投资者熟悉的银行股。在经济复苏和加息时间表提前两大利好之风推动下，银行股业绩能乘势而起吗？</p>\n<p><b><i>（其中，高盛、摩根大通、富国银行将于7月13日美股盘前发布财报，花旗将于7月14日美股盘前发布财报，摩根士丹利将于7月15日美股盘前发布财报。）</i></b></p>\n<p><b>一季度业绩回顾</b></p>\n<p><b>总体来看，一季度大型银行股业绩表现均比较亮眼，且超出市场预期。主要原因在于两个方面，其一，交易和投行收入大增，</b>这点除<a href=\"https://laohu8.com/S/WFC\">富国银行</a>外，其他四家银行股都比较明显。<b>其二，信贷损失拨备释放对利润的提振，</b>典型的如<a href=\"https://laohu8.com/S/C\">花旗</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和<a href=\"https://laohu8.com/S/WFC\">富国银行</a> 。</p>\n<p><b>一季度业绩表现最好的当属<a href=\"https://laohu8.com/S/GS\">高盛</a>，</b>主要原因是前面我们提到过的投行和交易收入大增。其中，投行营收37.71亿美元，同比增长73%；全球交易收入75.8亿美元，同比增长47%。其中，股票销售和交易同比大增68%至36.9亿美元；而固收、外汇和大宗商品类（FICC）营收同比增长31%至38.9亿美元。</p>\n<p>虽然<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>增速不及高盛，但其业绩增长也呈很强的爆发性。与高盛相同的是，其业绩增长也主要由投行和股票交易收入驱动。一季度业绩显示，摩根士丹利营收157.2亿美元，同比增长65%。营收增长的主要来源于三部分，其中投行业务营收26.13亿美元，同比增长128.41%；股票交易收入15.02亿美元，同比增长347.02%，还有就是财富管理业务营收60亿美元，同比增加46.34%。</p>\n<p>相比之下，摩根大通和富国银行的营收增速只能说是中规中矩，虽然花旗营收同比出现下滑，但也超出了市场的预期。三家银行很明显的特征是，净利润的表现令市场大为震惊，<b>主要原因，就是此前提到的信贷损失拨备的释放。</b></p>\n<p>一季报显示，摩根大通和富国银行一季度营收分别为331亿和181亿美元，同比分别增长14%和2%，而两家公司的净利润分别为143亿美元和47亿美元，同比分别大涨近400%和626%。再来看花旗银行，花旗一季度营收同比下滑7%至193亿美元，但净利润同比增长216%至79亿美元。</p>\n<p>摩根大通净利润大增的主要原因是信贷损失拨备释放了<b>52亿美元，</b>占当季度净利润的36%，而去年同期信贷损失拨备增加了68亿美元。如果扣除贷款损失准备金释放对公司季度利润的提振，公司季度每股盈利将低于3美元，不及市场预期。</p>\n<p>富国银行释放了约16亿美元的信贷损失准备，占当期利润的34%，去年同期新增约31亿美元的信贷损失准备。</p>\n<p>花旗的情况也类似。花旗一季度营收下滑的原因是全球消费者银行、机构客户业务和企业及其他三个部门均出现不同程度的下滑。其中，表现最亮眼的业务是投行和股票交易营收，二者均创记录。其中，投行业务收入猛增46%至19.7亿美元，股票交易收入同比增长26%至14.8亿美元。也是花旗内部同比增速最快的业务。</p>\n<p>营收整体下滑，净利润却实现大幅增长的‘秘密武器’也是信贷损失拨备，财报显示，一季度花旗信贷损失拨备释放了38.5亿美元，占当期利润的49%，去年同期新增信贷损失拨备约49亿美元。</p>\n<p><b>二季度哪些因素值得关注</b></p>\n<p><b>1、投行和交易收入高增长能否继续？</b></p>\n<p>如前分析，一季度银行业绩大增的一个原因是投行和交易收入的大增，这个因素在二季度会回落吗？</p>\n<p>首先来看下投行业务。市场分析认为，一季度席卷美股的<b>SPAC</b>浪潮是提振投行业务的主要因素，考虑到最近监管环境的变化，这部分强劲表现将很难在二季度延续。</p>\n<p>其次是交易收入。近日，摩根大通CEO杰米·戴蒙和摩根士丹利CEO詹姆斯·戈尔曼表示，交易收入在经历了极其强劲的增长后最终会放缓。</p>\n<p><b>2、通胀数据爆表，美联储加速收紧流动性会否带动银行股业绩大幅增长？</b></p>\n<p>银行股中，摩根大通、富国银行和花旗利息相关的营收占比达到一定规模，因此对利率也相对敏感。一季度，三家银行的利息收入都是减少的。其中，摩根大通利息收入同比下滑11%至130亿美元，占总营收的39%；富国银行利息收入同比下滑22%至88亿美元，占总营收的49%。花旗一季度利息相关的收入为75.2亿美元，占总营收的40%。收入下滑的主要原因是，美联储维持货币宽松，利率长期处于较低水平。</p>\n<p>随着经济逐渐恢复，通胀数据连续走高。通胀上行引发加息预期，息差扩大将会提升银行盈利能力。在通胀持续走高阶段，货币政策宽松程度将会逐渐收敛，同时十年期国债利率水平将会提高。目前1月PPI同比由负转正，十年期国债利率持续提升，加息预期有所提升，后续银行息差走扩的可能性正在增强，预计2021年银行盈利能力将会提升。</p>\n<p><b>3、信贷损失拨备是否还有释放空间？</b></p>\n<p>二季度需要关心的另一个问题是，银行信贷损失拨备是否还有释放空间？我们以花旗为例给大家做参考。花旗大幅调高信贷损失拨备是在2020年的一季度和二季度，其中，一季度增加了49亿美元，二季度增加56亿美元，共计增加105亿美元。三季度基本回归常态新增3亿美元的信贷损失拨备。</p>\n<p>从四季度开始，随着经济复苏，银行对企业还款能力重回乐观，连续两个季度释放信贷损失拨备（释放的信贷损失拨备可以理解为直接增加银行净利润），其中，一季度释放约15亿，二季度释放约39亿美元，连续两个季度释放约54亿美元，较此前新增的105亿美元仍有一定的释放空间。</p>\n<p>换一个角度看，花旗的信贷损失准备金在一季度末为 216亿美元，占贷款总额的 3.29%，上年末为 204亿美元，占贷款总额的 2.84%。也可以推测，花旗信贷损失拨备仍有调整空间，但考虑到疫情之后企业还款能力可能受到影响，短期内这一比例并不一定能恢复至疫情之前。</p>\n<p><b>需要看到的是，信贷损失拨备不过只是财务游戏，其短期对利润的提振并不能代表银行盈利能力的改观。</b></p>\n<p>除了基本面的影响，<b>银行股近日通过了美联储设定的最低风险水平测试，美联储对其支付股息和回购股票的临时限制也在6月30日到期。</b>不排除这一利好和财报业绩叠加，给银行股带来一波行情。</p>\n<p>长期看，银行股核心投资逻辑还是宏观经济。乐观如美联储，预计今年美国经济将增长7%。美联储6月初的褐皮书调查报告指出，从4月初到5月下旬，美国国民经济以温和的速度扩张，增速略高于前一个报告期。就业人口增幅相对稳定，随着新冠病毒传播继续放缓，食品服务业、酒店业和零售业的就业增长最为强劲。有数据显示，美国6月消费者信心上升至一年多前新冠肺炎疫情暴发以来的最高水平。这提高了人们对二季度经济强劲增长的预期。</p>\n<p>不过，《财经》杂志最新撰文指出，当前美国的经济复苏势头很强劲，但动力中相当一部分来自激进的财政货币政策。疫情改善带来一轮强烈消费反弹，但是距离疫情前的水平仍有明显差距。随着财政刺激和企业重新开工对消费的拉动最终消退，以及加息前景越来越明确化，美国消费增长的可持续性将会面临考验。</p>\n<p><a href=\"https://laohu8.com/S/03329\">交银国际</a>首席经济学家洪灏近日在接受第一财经采访时表示，<b>美国正在经受通胀和经济换挡的双重考验。</b>从资金面看，美联储即便还在保持宽松的政策，但是边际来说是在收紧。<b>无论国债收益率向上走还是向下走，都预示着下半年有一个风险事件。</b>往上走可能意味着通胀没有控制好，往下走可能意味着经济换挡比大家预期要糟糕的多。</p>\n<p><b>彭博社怎么看二季度银行股业绩表现？</b></p>\n<ul>\n <li><b>高盛：</b>二季度高盛营收120.44亿美元，调整后净利润33.42亿美元，调整后每股收益9.49美元。</li>\n <li><b>摩根士丹利：</b>二季度摩根士丹利营收140.56亿美元，调整后净利润30.61亿美元，调整后每股收益1.64美元。</li>\n <li><b>摩根大通：</b>二季度摩根大通营收300.14亿美元，调整后净利润93.30亿美元，调整后每股收益3.03美元。</li>\n <li><b>富国银行：</b>二季度富国银行营收178.07亿美元，调整后净利润38.47亿美元，调整后每股收益0.93美元。</li>\n <li><b>花旗：</b>彭博社一致预期，二季度花旗营收175.68亿美元，调整后净利润41.97亿美元，调整后每股收益2.01美元。</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea8ff3198bf54d8306edaaafd4de597\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>高盛</span></p>\n<p>&nbsp;</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da08201c088bfc76f2e125cb40688f99\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>摩根士丹利</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d75855beae9bd8dc28a09d9c146c6c79\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>摩根大通</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a42ae14bb976481d57ddde2b7adabb61\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>富国银行</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62f32d60cd04a0250b7605cda9ec35c2\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>花旗</span></p>\n<p><b>附：一季度银行股业绩明细</b></p>\n<ul>\n <li><b>高盛：</b>高盛第一季度净营收177亿美元，创历史新高，和去年同期的87.4亿美元相比，涨幅达102%，远高于市场预估的125.5亿美元。第一季度，高盛普通股股东净利润达到67.11亿美元，每股收益18.60美元，同比大增498%。</li>\n <li><b>摩根士丹利：</b>摩根士丹利第一季度净收入157.2亿美元，同比增长65%，高于彭博社预期的139.54亿美元；净利润为41.2亿美元，同比狂增142.6%，超出彭博社预期的40.4亿美元；每股收益2.19美元，超出市场预期的1.68美元，上年同期1.01美元。</li>\n <li><b>摩根大通：</b>摩根大通2021年第一季度营收331.2亿美元，同比增长14%，预期为305.2亿美元；净利润143亿美元，同比增长399%，环比增长18%；每股盈利4.5美元，市场预期盈利3.06美元，去年同期0.78美元。<b>如果扣除贷款损失准备金释放对公司季度利润的提振，公司季度每股盈利将低于3美元，不及市场预期。</b></li>\n <li><b>富国银行</b>：富国银行2021年一季度营收180.63亿美元，去年同期177.17亿美元，市场预期为175.24亿美元；净利润47.42亿美元，去年同期6.53亿美元，远超彭博社预期的29.43亿美元；稀释后每股收益为1美分，其中已经包含了-0.73美元/股受到市场和经济状况影响建立的准备金与证券业务亏损，此外还包括了-0.06美元/股赎回K类优先股的影响。</li>\n <li><b>花旗：</b>花旗一季度营收193亿美元，同比下降7%，但好于市场预期的188亿美元；一季度净利润79亿美元，去年同期为25亿美元；每股收益3.62美元，同比大增242%，且好于分析师预期的2.60美元。</li>\n</ul>","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>Q2银行股财报前瞻：两大利好能带动股价乘势而起吗？</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\">\nQ2银行股财报前瞻：两大利好能带动股价乘势而起吗？\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\">2021-07-06 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月6日消息，美股新一轮财报季即将拉开帷幕，打头阵的依然是投资者熟悉的银行股。在经济复苏和加息时间表提前两大利好之风推动下，银行股业绩能乘势而起吗？</p>\n<p><b><i>（其中，高盛、摩根大通、富国银行将于7月13日美股盘前发布财报，花旗将于7月14日美股盘前发布财报，摩根士丹利将于7月15日美股盘前发布财报。）</i></b></p>\n<p><b>一季度业绩回顾</b></p>\n<p><b>总体来看，一季度大型银行股业绩表现均比较亮眼，且超出市场预期。主要原因在于两个方面，其一，交易和投行收入大增，</b>这点除<a href=\"https://laohu8.com/S/WFC\">富国银行</a>外，其他四家银行股都比较明显。<b>其二，信贷损失拨备释放对利润的提振，</b>典型的如<a href=\"https://laohu8.com/S/C\">花旗</a>和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和<a href=\"https://laohu8.com/S/WFC\">富国银行</a> 。</p>\n<p><b>一季度业绩表现最好的当属<a href=\"https://laohu8.com/S/GS\">高盛</a>，</b>主要原因是前面我们提到过的投行和交易收入大增。其中，投行营收37.71亿美元，同比增长73%；全球交易收入75.8亿美元，同比增长47%。其中，股票销售和交易同比大增68%至36.9亿美元；而固收、外汇和大宗商品类（FICC）营收同比增长31%至38.9亿美元。</p>\n<p>虽然<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>增速不及高盛，但其业绩增长也呈很强的爆发性。与高盛相同的是，其业绩增长也主要由投行和股票交易收入驱动。一季度业绩显示，摩根士丹利营收157.2亿美元，同比增长65%。营收增长的主要来源于三部分，其中投行业务营收26.13亿美元，同比增长128.41%；股票交易收入15.02亿美元，同比增长347.02%，还有就是财富管理业务营收60亿美元，同比增加46.34%。</p>\n<p>相比之下，摩根大通和富国银行的营收增速只能说是中规中矩，虽然花旗营收同比出现下滑，但也超出了市场的预期。三家银行很明显的特征是，净利润的表现令市场大为震惊，<b>主要原因，就是此前提到的信贷损失拨备的释放。</b></p>\n<p>一季报显示，摩根大通和富国银行一季度营收分别为331亿和181亿美元，同比分别增长14%和2%，而两家公司的净利润分别为143亿美元和47亿美元，同比分别大涨近400%和626%。再来看花旗银行，花旗一季度营收同比下滑7%至193亿美元，但净利润同比增长216%至79亿美元。</p>\n<p>摩根大通净利润大增的主要原因是信贷损失拨备释放了<b>52亿美元，</b>占当季度净利润的36%，而去年同期信贷损失拨备增加了68亿美元。如果扣除贷款损失准备金释放对公司季度利润的提振，公司季度每股盈利将低于3美元，不及市场预期。</p>\n<p>富国银行释放了约16亿美元的信贷损失准备，占当期利润的34%，去年同期新增约31亿美元的信贷损失准备。</p>\n<p>花旗的情况也类似。花旗一季度营收下滑的原因是全球消费者银行、机构客户业务和企业及其他三个部门均出现不同程度的下滑。其中，表现最亮眼的业务是投行和股票交易营收，二者均创记录。其中，投行业务收入猛增46%至19.7亿美元，股票交易收入同比增长26%至14.8亿美元。也是花旗内部同比增速最快的业务。</p>\n<p>营收整体下滑，净利润却实现大幅增长的‘秘密武器’也是信贷损失拨备，财报显示，一季度花旗信贷损失拨备释放了38.5亿美元，占当期利润的49%，去年同期新增信贷损失拨备约49亿美元。</p>\n<p><b>二季度哪些因素值得关注</b></p>\n<p><b>1、投行和交易收入高增长能否继续？</b></p>\n<p>如前分析，一季度银行业绩大增的一个原因是投行和交易收入的大增，这个因素在二季度会回落吗？</p>\n<p>首先来看下投行业务。市场分析认为，一季度席卷美股的<b>SPAC</b>浪潮是提振投行业务的主要因素，考虑到最近监管环境的变化，这部分强劲表现将很难在二季度延续。</p>\n<p>其次是交易收入。近日，摩根大通CEO杰米·戴蒙和摩根士丹利CEO詹姆斯·戈尔曼表示，交易收入在经历了极其强劲的增长后最终会放缓。</p>\n<p><b>2、通胀数据爆表，美联储加速收紧流动性会否带动银行股业绩大幅增长？</b></p>\n<p>银行股中，摩根大通、富国银行和花旗利息相关的营收占比达到一定规模，因此对利率也相对敏感。一季度，三家银行的利息收入都是减少的。其中，摩根大通利息收入同比下滑11%至130亿美元，占总营收的39%；富国银行利息收入同比下滑22%至88亿美元，占总营收的49%。花旗一季度利息相关的收入为75.2亿美元，占总营收的40%。收入下滑的主要原因是，美联储维持货币宽松，利率长期处于较低水平。</p>\n<p>随着经济逐渐恢复，通胀数据连续走高。通胀上行引发加息预期，息差扩大将会提升银行盈利能力。在通胀持续走高阶段，货币政策宽松程度将会逐渐收敛，同时十年期国债利率水平将会提高。目前1月PPI同比由负转正，十年期国债利率持续提升，加息预期有所提升，后续银行息差走扩的可能性正在增强，预计2021年银行盈利能力将会提升。</p>\n<p><b>3、信贷损失拨备是否还有释放空间？</b></p>\n<p>二季度需要关心的另一个问题是，银行信贷损失拨备是否还有释放空间？我们以花旗为例给大家做参考。花旗大幅调高信贷损失拨备是在2020年的一季度和二季度，其中，一季度增加了49亿美元，二季度增加56亿美元，共计增加105亿美元。三季度基本回归常态新增3亿美元的信贷损失拨备。</p>\n<p>从四季度开始，随着经济复苏，银行对企业还款能力重回乐观，连续两个季度释放信贷损失拨备（释放的信贷损失拨备可以理解为直接增加银行净利润），其中，一季度释放约15亿，二季度释放约39亿美元，连续两个季度释放约54亿美元，较此前新增的105亿美元仍有一定的释放空间。</p>\n<p>换一个角度看，花旗的信贷损失准备金在一季度末为 216亿美元，占贷款总额的 3.29%，上年末为 204亿美元，占贷款总额的 2.84%。也可以推测，花旗信贷损失拨备仍有调整空间，但考虑到疫情之后企业还款能力可能受到影响，短期内这一比例并不一定能恢复至疫情之前。</p>\n<p><b>需要看到的是，信贷损失拨备不过只是财务游戏，其短期对利润的提振并不能代表银行盈利能力的改观。</b></p>\n<p>除了基本面的影响，<b>银行股近日通过了美联储设定的最低风险水平测试，美联储对其支付股息和回购股票的临时限制也在6月30日到期。</b>不排除这一利好和财报业绩叠加，给银行股带来一波行情。</p>\n<p>长期看，银行股核心投资逻辑还是宏观经济。乐观如美联储，预计今年美国经济将增长7%。美联储6月初的褐皮书调查报告指出，从4月初到5月下旬，美国国民经济以温和的速度扩张，增速略高于前一个报告期。就业人口增幅相对稳定，随着新冠病毒传播继续放缓，食品服务业、酒店业和零售业的就业增长最为强劲。有数据显示，美国6月消费者信心上升至一年多前新冠肺炎疫情暴发以来的最高水平。这提高了人们对二季度经济强劲增长的预期。</p>\n<p>不过，《财经》杂志最新撰文指出，当前美国的经济复苏势头很强劲，但动力中相当一部分来自激进的财政货币政策。疫情改善带来一轮强烈消费反弹，但是距离疫情前的水平仍有明显差距。随着财政刺激和企业重新开工对消费的拉动最终消退，以及加息前景越来越明确化，美国消费增长的可持续性将会面临考验。</p>\n<p><a href=\"https://laohu8.com/S/03329\">交银国际</a>首席经济学家洪灏近日在接受第一财经采访时表示，<b>美国正在经受通胀和经济换挡的双重考验。</b>从资金面看，美联储即便还在保持宽松的政策，但是边际来说是在收紧。<b>无论国债收益率向上走还是向下走，都预示着下半年有一个风险事件。</b>往上走可能意味着通胀没有控制好，往下走可能意味着经济换挡比大家预期要糟糕的多。</p>\n<p><b>彭博社怎么看二季度银行股业绩表现？</b></p>\n<ul>\n <li><b>高盛：</b>二季度高盛营收120.44亿美元，调整后净利润33.42亿美元，调整后每股收益9.49美元。</li>\n <li><b>摩根士丹利：</b>二季度摩根士丹利营收140.56亿美元，调整后净利润30.61亿美元，调整后每股收益1.64美元。</li>\n <li><b>摩根大通：</b>二季度摩根大通营收300.14亿美元，调整后净利润93.30亿美元，调整后每股收益3.03美元。</li>\n <li><b>富国银行：</b>二季度富国银行营收178.07亿美元，调整后净利润38.47亿美元，调整后每股收益0.93美元。</li>\n <li><b>花旗：</b>彭博社一致预期，二季度花旗营收175.68亿美元，调整后净利润41.97亿美元，调整后每股收益2.01美元。</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea8ff3198bf54d8306edaaafd4de597\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>高盛</span></p>\n<p>&nbsp;</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da08201c088bfc76f2e125cb40688f99\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>摩根士丹利</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d75855beae9bd8dc28a09d9c146c6c79\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>摩根大通</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a42ae14bb976481d57ddde2b7adabb61\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>富国银行</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62f32d60cd04a0250b7605cda9ec35c2\" tg-width=\"1918\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><span>花旗</span></p>\n<p><b>附：一季度银行股业绩明细</b></p>\n<ul>\n <li><b>高盛：</b>高盛第一季度净营收177亿美元，创历史新高，和去年同期的87.4亿美元相比，涨幅达102%，远高于市场预估的125.5亿美元。第一季度，高盛普通股股东净利润达到67.11亿美元，每股收益18.60美元，同比大增498%。</li>\n <li><b>摩根士丹利：</b>摩根士丹利第一季度净收入157.2亿美元，同比增长65%，高于彭博社预期的139.54亿美元；净利润为41.2亿美元，同比狂增142.6%，超出彭博社预期的40.4亿美元；每股收益2.19美元，超出市场预期的1.68美元，上年同期1.01美元。</li>\n <li><b>摩根大通：</b>摩根大通2021年第一季度营收331.2亿美元，同比增长14%，预期为305.2亿美元；净利润143亿美元，同比增长399%，环比增长18%；每股盈利4.5美元，市场预期盈利3.06美元，去年同期0.78美元。<b>如果扣除贷款损失准备金释放对公司季度利润的提振，公司季度每股盈利将低于3美元，不及市场预期。</b></li>\n <li><b>富国银行</b>：富国银行2021年一季度营收180.63亿美元，去年同期177.17亿美元，市场预期为175.24亿美元；净利润47.42亿美元，去年同期6.53亿美元，远超彭博社预期的29.43亿美元；稀释后每股收益为1美分，其中已经包含了-0.73美元/股受到市场和经济状况影响建立的准备金与证券业务亏损，此外还包括了-0.06美元/股赎回K类优先股的影响。</li>\n <li><b>花旗：</b>花旗一季度营收193亿美元，同比下降7%，但好于市场预期的188亿美元；一季度净利润79亿美元，去年同期为25亿美元；每股收益3.62美元，同比大增242%，且好于分析师预期的2.60美元。</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69af882c29a3ff047224139fe1096d17","relate_stocks":{"WFC":"富国银行","C":"花旗","JPM":"摩根大通","GS":"高盛","MS":"摩根士丹利"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146964848","content_text":"7月6日消息，美股新一轮财报季即将拉开帷幕，打头阵的依然是投资者熟悉的银行股。在经济复苏和加息时间表提前两大利好之风推动下，银行股业绩能乘势而起吗？\n（其中，高盛、摩根大通、富国银行将于7月13日美股盘前发布财报，花旗将于7月14日美股盘前发布财报，摩根士丹利将于7月15日美股盘前发布财报。）\n一季度业绩回顾\n总体来看，一季度大型银行股业绩表现均比较亮眼，且超出市场预期。主要原因在于两个方面，其一，交易和投行收入大增，这点除富国银行外，其他四家银行股都比较明显。其二，信贷损失拨备释放对利润的提振，典型的如花旗和摩根大通和富国银行 。\n一季度业绩表现最好的当属高盛，主要原因是前面我们提到过的投行和交易收入大增。其中，投行营收37.71亿美元，同比增长73%；全球交易收入75.8亿美元，同比增长47%。其中，股票销售和交易同比大增68%至36.9亿美元；而固收、外汇和大宗商品类（FICC）营收同比增长31%至38.9亿美元。\n虽然摩根士丹利增速不及高盛，但其业绩增长也呈很强的爆发性。与高盛相同的是，其业绩增长也主要由投行和股票交易收入驱动。一季度业绩显示，摩根士丹利营收157.2亿美元，同比增长65%。营收增长的主要来源于三部分，其中投行业务营收26.13亿美元，同比增长128.41%；股票交易收入15.02亿美元，同比增长347.02%，还有就是财富管理业务营收60亿美元，同比增加46.34%。\n相比之下，摩根大通和富国银行的营收增速只能说是中规中矩，虽然花旗营收同比出现下滑，但也超出了市场的预期。三家银行很明显的特征是，净利润的表现令市场大为震惊，主要原因，就是此前提到的信贷损失拨备的释放。\n一季报显示，摩根大通和富国银行一季度营收分别为331亿和181亿美元，同比分别增长14%和2%，而两家公司的净利润分别为143亿美元和47亿美元，同比分别大涨近400%和626%。再来看花旗银行，花旗一季度营收同比下滑7%至193亿美元，但净利润同比增长216%至79亿美元。\n摩根大通净利润大增的主要原因是信贷损失拨备释放了52亿美元，占当季度净利润的36%，而去年同期信贷损失拨备增加了68亿美元。如果扣除贷款损失准备金释放对公司季度利润的提振，公司季度每股盈利将低于3美元，不及市场预期。\n富国银行释放了约16亿美元的信贷损失准备，占当期利润的34%，去年同期新增约31亿美元的信贷损失准备。\n花旗的情况也类似。花旗一季度营收下滑的原因是全球消费者银行、机构客户业务和企业及其他三个部门均出现不同程度的下滑。其中，表现最亮眼的业务是投行和股票交易营收，二者均创记录。其中，投行业务收入猛增46%至19.7亿美元，股票交易收入同比增长26%至14.8亿美元。也是花旗内部同比增速最快的业务。\n营收整体下滑，净利润却实现大幅增长的‘秘密武器’也是信贷损失拨备，财报显示，一季度花旗信贷损失拨备释放了38.5亿美元，占当期利润的49%，去年同期新增信贷损失拨备约49亿美元。\n二季度哪些因素值得关注\n1、投行和交易收入高增长能否继续？\n如前分析，一季度银行业绩大增的一个原因是投行和交易收入的大增，这个因素在二季度会回落吗？\n首先来看下投行业务。市场分析认为，一季度席卷美股的SPAC浪潮是提振投行业务的主要因素，考虑到最近监管环境的变化，这部分强劲表现将很难在二季度延续。\n其次是交易收入。近日，摩根大通CEO杰米·戴蒙和摩根士丹利CEO詹姆斯·戈尔曼表示，交易收入在经历了极其强劲的增长后最终会放缓。\n2、通胀数据爆表，美联储加速收紧流动性会否带动银行股业绩大幅增长？\n银行股中，摩根大通、富国银行和花旗利息相关的营收占比达到一定规模，因此对利率也相对敏感。一季度，三家银行的利息收入都是减少的。其中，摩根大通利息收入同比下滑11%至130亿美元，占总营收的39%；富国银行利息收入同比下滑22%至88亿美元，占总营收的49%。花旗一季度利息相关的收入为75.2亿美元，占总营收的40%。收入下滑的主要原因是，美联储维持货币宽松，利率长期处于较低水平。\n随着经济逐渐恢复，通胀数据连续走高。通胀上行引发加息预期，息差扩大将会提升银行盈利能力。在通胀持续走高阶段，货币政策宽松程度将会逐渐收敛，同时十年期国债利率水平将会提高。目前1月PPI同比由负转正，十年期国债利率持续提升，加息预期有所提升，后续银行息差走扩的可能性正在增强，预计2021年银行盈利能力将会提升。\n3、信贷损失拨备是否还有释放空间？\n二季度需要关心的另一个问题是，银行信贷损失拨备是否还有释放空间？我们以花旗为例给大家做参考。花旗大幅调高信贷损失拨备是在2020年的一季度和二季度，其中，一季度增加了49亿美元，二季度增加56亿美元，共计增加105亿美元。三季度基本回归常态新增3亿美元的信贷损失拨备。\n从四季度开始，随着经济复苏，银行对企业还款能力重回乐观，连续两个季度释放信贷损失拨备（释放的信贷损失拨备可以理解为直接增加银行净利润），其中，一季度释放约15亿，二季度释放约39亿美元，连续两个季度释放约54亿美元，较此前新增的105亿美元仍有一定的释放空间。\n换一个角度看，花旗的信贷损失准备金在一季度末为 216亿美元，占贷款总额的 3.29%，上年末为 204亿美元，占贷款总额的 2.84%。也可以推测，花旗信贷损失拨备仍有调整空间，但考虑到疫情之后企业还款能力可能受到影响，短期内这一比例并不一定能恢复至疫情之前。\n需要看到的是，信贷损失拨备不过只是财务游戏，其短期对利润的提振并不能代表银行盈利能力的改观。\n除了基本面的影响，银行股近日通过了美联储设定的最低风险水平测试，美联储对其支付股息和回购股票的临时限制也在6月30日到期。不排除这一利好和财报业绩叠加，给银行股带来一波行情。\n长期看，银行股核心投资逻辑还是宏观经济。乐观如美联储，预计今年美国经济将增长7%。美联储6月初的褐皮书调查报告指出，从4月初到5月下旬，美国国民经济以温和的速度扩张，增速略高于前一个报告期。就业人口增幅相对稳定，随着新冠病毒传播继续放缓，食品服务业、酒店业和零售业的就业增长最为强劲。有数据显示，美国6月消费者信心上升至一年多前新冠肺炎疫情暴发以来的最高水平。这提高了人们对二季度经济强劲增长的预期。\n不过，《财经》杂志最新撰文指出，当前美国的经济复苏势头很强劲，但动力中相当一部分来自激进的财政货币政策。疫情改善带来一轮强烈消费反弹，但是距离疫情前的水平仍有明显差距。随着财政刺激和企业重新开工对消费的拉动最终消退，以及加息前景越来越明确化，美国消费增长的可持续性将会面临考验。\n交银国际首席经济学家洪灏近日在接受第一财经采访时表示，美国正在经受通胀和经济换挡的双重考验。从资金面看，美联储即便还在保持宽松的政策，但是边际来说是在收紧。无论国债收益率向上走还是向下走，都预示着下半年有一个风险事件。往上走可能意味着通胀没有控制好，往下走可能意味着经济换挡比大家预期要糟糕的多。\n彭博社怎么看二季度银行股业绩表现？\n\n高盛：二季度高盛营收120.44亿美元，调整后净利润33.42亿美元，调整后每股收益9.49美元。\n摩根士丹利：二季度摩根士丹利营收140.56亿美元，调整后净利润30.61亿美元，调整后每股收益1.64美元。\n摩根大通：二季度摩根大通营收300.14亿美元，调整后净利润93.30亿美元，调整后每股收益3.03美元。\n富国银行：二季度富国银行营收178.07亿美元，调整后净利润38.47亿美元，调整后每股收益0.93美元。\n花旗：彭博社一致预期，二季度花旗营收175.68亿美元，调整后净利润41.97亿美元，调整后每股收益2.01美元。\n\n高盛\n \n摩根士丹利\n摩根大通\n富国银行\n花旗\n附：一季度银行股业绩明细\n\n高盛：高盛第一季度净营收177亿美元，创历史新高，和去年同期的87.4亿美元相比，涨幅达102%，远高于市场预估的125.5亿美元。第一季度，高盛普通股股东净利润达到67.11亿美元，每股收益18.60美元，同比大增498%。\n摩根士丹利：摩根士丹利第一季度净收入157.2亿美元，同比增长65%，高于彭博社预期的139.54亿美元；净利润为41.2亿美元，同比狂增142.6%，超出彭博社预期的40.4亿美元；每股收益2.19美元，超出市场预期的1.68美元，上年同期1.01美元。\n摩根大通：摩根大通2021年第一季度营收331.2亿美元，同比增长14%，预期为305.2亿美元；净利润143亿美元，同比增长399%，环比增长18%；每股盈利4.5美元，市场预期盈利3.06美元，去年同期0.78美元。如果扣除贷款损失准备金释放对公司季度利润的提振，公司季度每股盈利将低于3美元，不及市场预期。\n富国银行：富国银行2021年一季度营收180.63亿美元，去年同期177.17亿美元，市场预期为175.24亿美元；净利润47.42亿美元，去年同期6.53亿美元，远超彭博社预期的29.43亿美元；稀释后每股收益为1美分，其中已经包含了-0.73美元/股受到市场和经济状况影响建立的准备金与证券业务亏损，此外还包括了-0.06美元/股赎回K类优先股的影响。\n花旗：花旗一季度营收193亿美元，同比下降7%，但好于市场预期的188亿美元；一季度净利润79亿美元，去年同期为25亿美元；每股收益3.62美元，同比大增242%，且好于分析师预期的2.60美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148473516,"gmtCreate":1626012447135,"gmtModify":1633930933478,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"看法","listText":"看法","text":"看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148473516","repostId":"1155854665","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809845740,"gmtCreate":1627361097980,"gmtModify":1631885408578,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>你恒了好久[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>你恒了好久[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","text":"$中国恒大(03333)$你恒了好久[喷血] [喷血] [喷血]","images":[{"img":"https://static.tigerbbs.com/1119ef028d359d825b4754e93ada252d","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809845740","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":171274026,"gmtCreate":1626748452165,"gmtModify":1633771415050,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"加油[暗中观察]&nbsp;[暗中观察]&nbsp;[暗中观察]&nbsp;","listText":"加油[暗中观察]&nbsp;[暗中观察]&nbsp;[暗中观察]&nbsp;","text":"加油[暗中观察] [暗中观察] [暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171274026","repostId":"2152663650","repostType":2,"repost":{"id":"2152663650","pubTimestamp":1626747885,"share":"https://www.laohu8.com/m/news/2152663650?lang=&edition=full","pubTime":"2021-07-20 10:24","market":"sh","language":"zh","title":"打新直播间 | 华为、小米入股，好达电子究竟有何来头？","url":"https://stock-news.laohu8.com/highlight/detail?id=2152663650","media":"格隆汇","summary":"7月20日直播间不见不散！","content":"<html><body><p><span>自成立以来，好达电子受到多家投资机构的青睐，这些机构且都来头不小，比如小米基金（持股5.3%）、华为旗下的哈勃投资（5.3%）、华勤旗下的宽联投资与摩勤<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>（7.68%）。有意思的是，小米、华为、华勤这三家均是好达电子的重要客户，其中小米是最大的客户，并且这三家的营收占比有逐年上升的趋势。从这个关系也可以看到，这三家终端厂商跟好达电子是长期紧密合作的关系，也间接确保了未来好达电子产品的需求将得到很好的保障。</span></p><p><span>好达电子主要从事声表面波射频芯片的研发、设计、生产和销售。深耕20多年，公司在常用频段声表面波滤波器的部分关键性能的表现已达到国外厂商产品的参数水平，同时受益于IDM的模式，核心技术覆盖芯片设计、制造和封装测试等各环节。加上规模化成本的优势，公司近年来保持着45%的综合毛利率和15%的净利率。</span></p><p><span>目前，好达电子主要产品包括声表面波滤波器SAW、双工器和谐振器，下游应用是手机终端。其中，SAW占据了公司77%的营收，是公司最核心的业务。</span></p><p><span>SAW现在是由日美企业所垄断，如日本的村田（47%）、美国<a href=\"https://laohu8.com/S/QCOM\">高通</a>（31%）、太阳诱电、<a href=\"https://laohu8.com/S/SWKS\">思佳讯</a>和威讯等企业垄断，好达在全球的占比为1%。虽然占比不高，但好达这1%意味着被视为“卡脖子”技术的手机滤波器实现了突破，未来在国外领先厂商的垄断格局下也将逐步提高市场占有率。</span></p><p><span>中国是声表面波滤波器的消费大国，长期依赖进口，随着贸易摩擦加剧，声表面滤波器作为射频前端的核心芯片之一，国产化加速是行业发展的必然趋势。此次好达电子IPO拟募资扩产建设声表面波滤波器项目，是不是真的能实现国产替代？</span></p><p><span>想要了解更多关于它的信息，就来格隆汇新股直播间吧!</span></p><p><span><strong><span>直播亮点：</span></strong></span></p><p><span>1.如何突破技术瓶颈，实现真正的国产替代？</span></p><p><span>2.IPO募资扩产的必要性</span></p><p><span>3.与同行业公司相比，优势所在？</span></p><p><span><strong>来不及细说了，快快扫码上车！</strong></span></p><p><img src=\"https://img3.gelonghui.com/76eb1-b67f48f5-f529-4dc0-8e1e-35c5d62067fb.jpg\"/></p></body></html>","source":"gelonghui_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>打新直播间 | 华为、小米入股，好达电子究竟有何来头？</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{ 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href=http://www.gelonghui.com/p/476517><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自成立以来，好达电子受到多家投资机构的青睐，这些机构且都来头不小，比如小米基金（持股5.3%）、华为旗下的哈勃投资（5.3%）、华勤旗下的宽联投资与摩勤智能（7.68%）。有意思的是，小米、华为、华勤这三家均是好达电子的重要客户，其中小米是最大的客户，并且这三家的营收占比有逐年上升的趋势。从这个关系也可以看到，这三家终端厂商跟好达电子是长期紧密合作的关系，也间接确保了未来好达电子产品的需求将得到很...</p>\n\n<a href=\"http://www.gelonghui.com/p/476517\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img2.gelonghui.com/325ac-342300d2-bf9c-4d26-b510-d860082e0236.png","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.gelonghui.com/p/476517","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2152663650","content_text":"自成立以来，好达电子受到多家投资机构的青睐，这些机构且都来头不小，比如小米基金（持股5.3%）、华为旗下的哈勃投资（5.3%）、华勤旗下的宽联投资与摩勤智能（7.68%）。有意思的是，小米、华为、华勤这三家均是好达电子的重要客户，其中小米是最大的客户，并且这三家的营收占比有逐年上升的趋势。从这个关系也可以看到，这三家终端厂商跟好达电子是长期紧密合作的关系，也间接确保了未来好达电子产品的需求将得到很好的保障。好达电子主要从事声表面波射频芯片的研发、设计、生产和销售。深耕20多年，公司在常用频段声表面波滤波器的部分关键性能的表现已达到国外厂商产品的参数水平，同时受益于IDM的模式，核心技术覆盖芯片设计、制造和封装测试等各环节。加上规模化成本的优势，公司近年来保持着45%的综合毛利率和15%的净利率。目前，好达电子主要产品包括声表面波滤波器SAW、双工器和谐振器，下游应用是手机终端。其中，SAW占据了公司77%的营收，是公司最核心的业务。SAW现在是由日美企业所垄断，如日本的村田（47%）、美国高通（31%）、太阳诱电、思佳讯和威讯等企业垄断，好达在全球的占比为1%。虽然占比不高，但好达这1%意味着被视为“卡脖子”技术的手机滤波器实现了突破，未来在国外领先厂商的垄断格局下也将逐步提高市场占有率。中国是声表面波滤波器的消费大国，长期依赖进口，随着贸易摩擦加剧，声表面滤波器作为射频前端的核心芯片之一，国产化加速是行业发展的必然趋势。此次好达电子IPO拟募资扩产建设声表面波滤波器项目，是不是真的能实现国产替代？想要了解更多关于它的信息，就来格隆汇新股直播间吧!直播亮点：1.如何突破技术瓶颈，实现真正的国产替代？2.IPO募资扩产的必要性3.与同行业公司相比，优势所在？来不及细说了，快快扫码上车！","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801368533,"gmtCreate":1627483277322,"gmtModify":1633764552232,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"<a 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摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n</blockquote>\n<p>7月16日，全国碳排放权交易正式开市。而在二级市场上，“碳中和”概念股早已成为耀眼的明星，某股票因“碳中和”概念，甚至被连拉21个涨停板。不仅题材股表现抢眼，不少和“碳中和”概念相关的上市公司也被调研机构“踏破门槛”。</p>\n<p>“碳中和”概念火热背后有其原因。我国提出，二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。随后，“碳中和”概念股成为今年资本市场上的热点。</p>\n<p>客观来说，“双碳”目标的提出确实带来了新的投资机会。有报告预测，“双碳”目标未来会给中国带来70万亿元以上的绿色产业投资机会。作为“碳中和”必不可少的负碳排放领域，也因此成为黄金赛道。这种以吸收转化二氧化碳为主要形态，使二氧化碳这一主要温室气体排放量得到有效控制的经济模式，能够最大可能减少煤炭石油等高碳能源消耗，扼制温室气体排放。</p>\n<p>虽然未来前景广阔，但投资者也应看到，目前我国碳交易还处于起步阶段，随着全国性碳交易市场开启，未来交易机制及相关政策还将进一步完善。与此同时，相较于金融资本市场而言，碳交易市场还是个比较小众的市场。资料显示，目前我国碳交易仍以现货交易为主，碳债券、碳期权、碳质押等产品仍处于地区试点阶段。所谓的“碳中和”概念公司也没有成熟的业务模式，整个行业还在发展中。</p>\n<p>在这种情况下，个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。</p>\n<p>需要指出的是，恶意炒作行为会扰乱市场秩序，也不被监管部门所容许。近日，证监会表示将坚决贯彻中办、国办发布的《关于依法从严打击证券违法活动的意见》，落实“零容忍”工作方针，立足防范化解金融风险和保护投资者合法权益的监管大局，密切关注市场动态、密切关注账户联动、密切关注异常交易，依法依规严肃查处操纵市场和内幕交易等行为，持续净化市场生态。</p>\n<p>眼下，“碳中和”概念火热大多还是市场炒作的结果，题材炒作能否经得住考验还要看是否有业绩支撑。</p>","source":"xgjjrb","collect":0,"html":"<!DOCTYPE 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}\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经济日报评论：不能把碳中和当概念炒作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 08:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635689><strong>经济日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n\n7月16日，全国碳排放权交易正式开市。而在二级市场上，“碳中和”概念股早已成为耀眼的明星，某股票因“碳中和”概念，甚至被连拉21个涨停板。不仅题材股表现抢眼，不少和“碳中和”概念相关的上市公司也被调研机构“踏破...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635689\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8a3247f7e88fe8cbd7757e56e2140a1","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3635689","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139833430","content_text":"摘要：个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n\n7月16日，全国碳排放权交易正式开市。而在二级市场上，“碳中和”概念股早已成为耀眼的明星，某股票因“碳中和”概念，甚至被连拉21个涨停板。不仅题材股表现抢眼，不少和“碳中和”概念相关的上市公司也被调研机构“踏破门槛”。\n“碳中和”概念火热背后有其原因。我国提出，二氧化碳排放力争于2030年前达到峰值，努力争取2060年前实现碳中和。随后，“碳中和”概念股成为今年资本市场上的热点。\n客观来说，“双碳”目标的提出确实带来了新的投资机会。有报告预测，“双碳”目标未来会给中国带来70万亿元以上的绿色产业投资机会。作为“碳中和”必不可少的负碳排放领域，也因此成为黄金赛道。这种以吸收转化二氧化碳为主要形态，使二氧化碳这一主要温室气体排放量得到有效控制的经济模式，能够最大可能减少煤炭石油等高碳能源消耗，扼制温室气体排放。\n虽然未来前景广阔，但投资者也应看到，目前我国碳交易还处于起步阶段，随着全国性碳交易市场开启，未来交易机制及相关政策还将进一步完善。与此同时，相较于金融资本市场而言，碳交易市场还是个比较小众的市场。资料显示，目前我国碳交易仍以现货交易为主，碳债券、碳期权、碳质押等产品仍处于地区试点阶段。所谓的“碳中和”概念公司也没有成熟的业务模式，整个行业还在发展中。\n在这种情况下，个人投资者在资本市场上贸然押宝“碳中和”概念，以简单粗暴的产能削减、产品涨价逻辑来炒作相关股票，风险极大，很容易被大资金“割了韭菜”。同时，过多的资金炒作，也不利于行业的健康发展。\n需要指出的是，恶意炒作行为会扰乱市场秩序，也不被监管部门所容许。近日，证监会表示将坚决贯彻中办、国办发布的《关于依法从严打击证券违法活动的意见》，落实“零容忍”工作方针，立足防范化解金融风险和保护投资者合法权益的监管大局，密切关注市场动态、密切关注账户联动、密切关注异常交易，依法依规严肃查处操纵市场和内幕交易等行为，持续净化市场生态。\n眼下，“碳中和”概念火热大多还是市场炒作的结果，题材炒作能否经得住考验还要看是否有业绩支撑。","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170162404,"gmtCreate":1626413434808,"gmtModify":1633926955460,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"蔚来 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href=\"https://laohu8.com/S/00136\">恒腾网络</a>(跌6.8%，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超5%，昨日发布盈喜的<a href=\"https://laohu8.com/S/06666\">恒大物业</a>仍倒跌1.1%。<img src=\"https://static.tigerbbs.com/1e4048012a5d7ea52761d4bc6e8fea52\" 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>中国恒大跌超8%，市值跌破1000亿港元</title>\n<style 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href=\"https://laohu8.com/S/03333\">中国恒大</a>跌幅迅速扩大至逾8%，市值跌破1000亿港元。继1.32亿元被冻结之后，恒大在湖南邵阳两项目被暂停网签交易。</p>\n<p>恒大系盘初全线走低，<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>(跌6.8%，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>跌超5%，昨日发布盈喜的<a href=\"https://laohu8.com/S/06666\">恒大物业</a>仍倒跌1.1%。<img src=\"https://static.tigerbbs.com/1e4048012a5d7ea52761d4bc6e8fea52\" 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/69cb99414ad545d3e125459e030ab33d","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103718437","content_text":"7月20日讯，中国恒大跌幅迅速扩大至逾8%，市值跌破1000亿港元。继1.32亿元被冻结之后，恒大在湖南邵阳两项目被暂停网签交易。\n恒大系盘初全线走低，恒腾网络(跌6.8%，恒大汽车跌超5%，昨日发布盈喜的恒大物业仍倒跌1.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171278502,"gmtCreate":1626748293406,"gmtModify":1633771418379,"author":{"id":"4088386243148540","authorId":"4088386243148540","name":"GameKK","avatar":"https://static.tigerbbs.com/ed3c81dc8da48a854ab4181a657cdc43","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088386243148540","idStr":"4088386243148540"},"themes":[],"htmlText":"要撑着啊！[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;","listText":"要撑着啊！[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;","text":"要撑着啊！[惊讶] 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