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2021-10-14

这篇文章不错，转发给大家看

@美股研究社:台积电第三季度净利润1563亿台币，高于市场预估

2021-08-05

激素的确人体不好

抱歉，原内容已删除

2021-08-03

中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽

抱歉，原内容已删除

2021-07-29

以后人工成本会大大降低

美团无人配送车驰援南京

2021-07-28

中概教育股只是技术反弹，有票的人要会逃！

开盘：恒指涨1.08%，教育股、物管股反弹

2021-07-26

是要回调的

恒生科技指数午后跌幅扩大至6%

2021-07-22

疫情还没结束

抱歉，原内容已删除

2021-07-18

航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，

抱歉，原内容已删除

2021-07-17

大家可以大概知道避险资金的方向

14亿狂扫中国平安！北向资金一周动向来了

2021-07-16

开始避险了吗？

抱歉，原内容已删除

2021-07-15

新能源的魅力

抱歉，原内容已删除

2021-07-15

今天开市就看市场是否满意它的成绩

2021-07-15

升息是否开始了？

2021-07-14

😅

抱歉，原内容已删除

2021-07-12

通膨已经到高点

美国6月通胀前瞻：高烧或难退

2021-07-11

🤑

抱歉，原内容已删除

去老虎APP查看更多动态

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14:45","market":"sh","language":"zh","title":"美团无人配送车驰援南京","url":"https://stock-news.laohu8.com/highlight/detail?id=2155908957","media":"北京商报","summary":"北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2个封闭社区配送15天，服务40000多户居民，累计配送5000多单生活物资。","content":"<div>\n<p>北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团无人配送车驰援南京\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/622fd66f8ff8e41e026a061f05cfd05f","relate_stocks":{"03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000y2d4.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155908957","content_text":"北京商报讯（记者 魏蔚）7月29日，美团宣布，已向禄口地区疫情防控前方指挥部送去两辆美团无人配送车。据了解，无人车配送车能覆盖5-8公里内的物资运输，只要满足无人车体积要求的物品都可以运送，还可以支持医护及生活物资保障。今年广州疫情期间，美团无人配送车驰援13天，服务荔湾区和南沙区2个封闭小区，累计配送日常物资2300多单。配送医疗物资约9000份，每天可节省5名医护人员人力。驰援深圳15天，为2个封闭社区配送15天，服务40000多户居民，累计配送5000多单生活物资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803293499,"gmtCreate":1627439675311,"gmtModify":1633764963709,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"中概教育股只是技术反弹，有票的人要会逃！","listText":"中概教育股只是技术反弹，有票的人要会逃！","text":"中概教育股只是技术反弹，有票的人要会逃！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803293499","repostId":"1105744456","repostType":4,"repost":{"id":"1105744456","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":1627435279,"share":"https://www.laohu8.com/m/news/1105744456?lang=&edition=full","pubTime":"2021-07-28 09:21","market":"sh","language":"zh","title":"开盘：恒指涨1.08%，教育股、物管股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1105744456","media":"老虎资讯综合","summary":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%","content":"<p>7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。<img src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</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：恒指涨1.08%，教育股、物管股反弹</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：恒指涨1.08%，教育股、物管股反弹\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\">2021-07-28 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。<img src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105744456","content_text":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%，新东方在线、中教控股等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，网易涨近6%，美团、腾讯涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，小鹏汽车低开超7%，濠赌股、地产股、保险股走低明显。\n四环医药高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800330294,"gmtCreate":1627276505518,"gmtModify":1633766584722,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"是要回调的","listText":"是要回调的","text":"是要回调的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800330294","repostId":"1114036906","repostType":4,"repost":{"id":"1114036906","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":1627275748,"share":"https://www.laohu8.com/m/news/1114036906?lang=&edition=full","pubTime":"2021-07-26 13:02","market":"hk","language":"zh","title":"恒生科技指数午后跌幅扩大至6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114036906","media":"老虎资讯综合","summary":"周一午后，恒生科技指数跌幅扩大至6%。新东方港股跌超38%，腾讯跌超7%，京东集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。","content":"<p>周一午后，恒生科技指数跌幅扩大至6%。<a href=\"https://laohu8.com/S/09901\">新东方</a>港股跌超38%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/e98f6416adf6daa0e708f08e59609414\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒生科技指数午后跌幅扩大至6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生科技指数午后跌幅扩大至6%\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\">2021-07-26 13:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一午后，恒生科技指数跌幅扩大至6%。<a href=\"https://laohu8.com/S/09901\">新东方</a>港股跌超38%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%，<a href=\"https://laohu8.com/S/JD\">京东</a>集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/e98f6416adf6daa0e708f08e59609414\" 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/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114036906","content_text":"周一午后，恒生科技指数跌幅扩大至6%。新东方港股跌超38%，腾讯跌超7%，京东集团跌超6%。同时，恒生指数午后跌幅扩大至3.1%，北向资金净流出达70亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172203985,"gmtCreate":1626961299847,"gmtModify":1633769357791,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"疫情还没结束","listText":"疫情还没结束","text":"疫情还没结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172203985","repostId":"1164585959","repostType":4,"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173995142,"gmtCreate":1626595154686,"gmtModify":1633925583469,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","listText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","text":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173995142","repostId":"1195487226","repostType":4,"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179646255,"gmtCreate":1626524817777,"gmtModify":1633926056461,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"大家可以大概知道避险资金的方向","listText":"大家可以大概知道避险资金的方向","text":"大家可以大概知道避险资金的方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179646255","repostId":"1119821926","repostType":4,"repost":{"id":"1119821926","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1626483069,"share":"https://www.laohu8.com/m/news/1119821926?lang=&edition=full","pubTime":"2021-07-17 08:51","market":"sh","language":"zh","title":"14亿狂扫中国平安！北向资金一周动向来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1119821926","media":"中国基金报","summary":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持","content":"<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>14亿狂扫中国平安！北向资金一周动向来了</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\">\n14亿狂扫中国平安！北向资金一周动向来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-17 08:51 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周...</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/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"601318":"中国平安","03145":"华夏亚洲高息股","02318":"中国平安","LU":"陆金所"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119821926","content_text":"本周，北上资金剧烈震荡，周三净卖出逾108亿元，周四又大幅净买入124亿元，全周合计净买入16.69亿元。另外，北上资金交投本周再度放大至6608亿元，在创近5个月来新高。从短期超百亿元的进出，交投持续放大来看，北上资金有明显的调仓迹象。\n（本周买入超亿元个股）\n受滴滴事件影响，政府相关部门连续出重拳治理网络安全问题，北上资金闻风而动，大量加仓网络安全概念股，净买入申万计算机行业逾19亿元，为本周净买入最多的行业。另外，通信、食品饮料、化工、非银金融等行业本周也获得北上资金超10亿元的净买入。而新能源车产业链本周出现退潮继续，北上资金逢高大量减持锂电相关个股，致使电气设备行业被净卖出逾14亿元，为本周唯一净卖出超10亿元的行业。\n抄底超跌龙头股\n北上资金本周一方面大幅净买入业绩预增股，另一方面抄底调整幅度巨大，受市场冷落的行业龙头股。\n中国平安是机构重点抱团股之一，但今年以来大跌逾30%，如从去年12月高点计算，则累计跌去逾40%，本周更是屡创近年来新低，被市场喻为“最惨抱团股”。而正是在市场最悲观的时候，本周北上资金大幅净买入中国平安逾14亿元，其中周四一日就加仓了2037万股。\n本周，央行降准正式落地，市场机构普遍认为，降准释放流动性对于证券市场产生积极影响，降间接影响保险公司的投资收益；另一方面，降准将影响市场利率，从而影响保险公司固收类产品的公允价值变动以及到期和新增资金配置。这或是北上资金大幅加仓中国平安重要原因，中国太保、新华保险等本周也获得北上资金的积极加仓。\n美的集团今年以来也是跌跌不休，至今累计下跌逾28%，股吧有网友调侃其为“每跌集团”。但近期北上资金已悄悄的连续5周净买入美的集团，特别是在本月初公告分拆子公司美智光电IPO获深交所受理后，北上资金加大了买入力度，本周净买入逾10亿元，持股创近1年来新高。\n格力股份、恒瑞医药、海天味业、顺丰控股等今年以来跌幅较大的行业龙头，本周均获得北上资金超亿元的净买入。\n逢高兑现锂电股\n山西汾酒本周公告，预计2021年上半年实现净利润33.7亿元—36.91亿元，同比增长110%—130%，即使按最低33.7亿元计，也超越去年全年盈利。强劲的增长预期，吸引着北上资金本周大幅加仓山西汾酒12.5亿元，另外融资客本周也融资净买入3.47亿元。\n由于巨额资金的推动，在白酒股整体调整的背景下，山西汾酒股价本周屡创历史新高（复权）。山西汾酒的强势，带动白酒股出现止跌企稳迹象，五粮液等本周也获得北上资金超10亿元净买入，酒鬼酒等则获得超亿元净买入\n中兴通讯中报预增104.60%—131.52%、万华化学预增373%—380%、韦尔股份预增126.41%—146.78%，本周均获得北上资金超10亿元的净买入。\n新能源车的超高景气度，刺激锂电池需求旺盛，锂电龙头宁德时代上市以来最高上涨近20倍。宁德时代也成为北上资金最喜爱的个股之一，持股市值高达855亿元，成为仅次于贵州茅台的第二重仓股。\n而一方面巨大的涨幅，北上资金赚得盆满钵满；另一方面，宁德时代估值已高，截至周五收盘，其动态市盈率高达158.2倍。虽然前景依然看好，但北上资金也忍不住逢高兑现冲动。北上资金已连续3周减持宁德时代，本周更是净卖出25.61亿元，为本周唯一净卖出超20亿元的个股。宁德时代股价周五因此重挫6.51%，创4个月来最大跌幅。\n另一锂电概念股恩捷股份连续7周被北上资金减持，本周净卖出逾13亿元，成为本周仅次于宁德时代，净卖出第二多的个股，恩捷股份周五跌停。亿纬锂能、比亚迪、天赐材料等锂电概念股本周也被北上资金净卖出超亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170794840,"gmtCreate":1626449784180,"gmtModify":1633926608015,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"开始避险了吗？","listText":"开始避险了吗？","text":"开始避险了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170794840","repostId":"2151650115","repostType":4,"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147693434,"gmtCreate":1626354708728,"gmtModify":1631888702446,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"新能源的魅力","listText":"新能源的魅力","text":"新能源的魅力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147693434","repostId":"1180715234","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147699181,"gmtCreate":1626354620943,"gmtModify":1633927598492,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"今天开市就看市场是否满意它的成绩","listText":"今天开市就看市场是否满意它的成绩","text":"今天开市就看市场是否满意它的成绩","images":[{"img":"https://static.tigerbbs.com/ac85152dc037ad8a4f37142d719ebfeb","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147699181","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144631285,"gmtCreate":1626278455947,"gmtModify":1633928295711,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"升息是否开始了？","listText":"升息是否开始了？","text":"升息是否开始了？","images":[{"img":"https://static.tigerbbs.com/275bf0dd91f70c79b538e448f9426b41","width":"1080","height":"1202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144631285","isVote":1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21:18","market":"us","language":"zh","title":"美国6月通胀前瞻：高烧或难退","url":"https://stock-news.laohu8.com/highlight/detail?id=2150533008","media":"华尔街见闻","summary":"美国6月CPI或居高不下，主要受到食品汽油价格、低端收入上涨和车价上行带领。","content":"<p>美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？</p>\n<p>从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？</p>\n<p><b>恐怕还没有。</b></p>\n<p>从研究机构的主要预期来看：美国6月CPI或居高不下。环比继5月上涨0.8%之后，本月将录得上涨0.5%。同比CPI增长4.9-5% ，几乎与5月高点持平。剔除食品和能源价格的核心CPI同比上涨4%，再创近30年来最大涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8696f0cf9e7fa892316808daf9fc2555\" tg-width=\"781\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/6dc9c9ea03ac85f748941fca18fa4293\" tg-width=\"772\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>注：上图为华尔街见闻通胀预测的CPI中值为5%，与上月持平；核心CPI中值为3.9%，略高于上月水平。</p>\n<p>推动CPI上行的动力主要有以下几方面：</p>\n<p><b>1、食品和汽油价格的上涨</b></p>\n<p>供给受限、食品生产商成本转嫁压力、美国西部各州加剧的“大旱”等因素正共同推高美国市场上的食品价格。美国媒体Business Insider公布的美国目前正在经历的最严重短缺列表，这些产品包括计算机芯片、棕榈油、鸡肉、培根和热狗、进口食品（如奶酪，咖啡和橄榄油）及玉米等等数十种和美国经济生活密切相关的用品。 另外，汽油价格的继续上行也使得在全美范围内的运输成本变得更加昂贵。</p>\n<p><b>2、低收入工人的工资大幅上涨</b></p>\n<p>随着当前就业矛盾的加剧，最新的低收入领域薪资的强劲增长迹象令人震惊：亚特兰大联储的研究显示，今年以来，休闲和酒店行业的生产和非监管类工资已经上涨了8.25%，低薪服务业新雇佣工人的工资涨幅尤其强劲。纽约联储的一项调查显示，正常年收入低于6万美元的工人表示，他们要比疫情前高出26%的工资才会接受一份工作。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>研究指出，劳动力密集的低工资行业几乎将他们的全部劳动力成本转移到通货膨胀上。低端工资每增长1%，会推动核心通胀率上升5-15个基点，而这还是一个温和的程度，还没考虑薪资超预期增长的情况。</p>\n<p><b>3、新车和二手车价格继续上行</b></p>\n<p>研究公司J.D. Power的数据，6月中旬美国销售的所有车辆中，约有四分之三的车辆售价达到或超过了美国汽车制造商的建议零售价，这一比例高于5月底的67%。同期Manheim的二手车价值批发指数继续比去年同期高出36%，4月份时其增长率一度超过了50%。</p>\n<p>整体而言，需求复苏下的供应链瓶颈和劳动力短缺依然是加剧通胀压力的主要推手。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国6月通胀前瞻：高烧或难退</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国6月通胀前瞻：高烧或难退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 21:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635187><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？\n从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？\n恐怕还没有。\n从研究机构的主要预期来看：美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635187\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dd1549a90968778a7afdc56cd660b1b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3635187","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150533008","content_text":"美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？\n从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？\n恐怕还没有。\n从研究机构的主要预期来看：美国6月CPI或居高不下。环比继5月上涨0.8%之后，本月将录得上涨0.5%。同比CPI增长4.9-5% ，几乎与5月高点持平。剔除食品和能源价格的核心CPI同比上涨4%，再创近30年来最大涨幅。\n\n\n注：上图为华尔街见闻通胀预测的CPI中值为5%，与上月持平；核心CPI中值为3.9%，略高于上月水平。\n推动CPI上行的动力主要有以下几方面：\n1、食品和汽油价格的上涨\n供给受限、食品生产商成本转嫁压力、美国西部各州加剧的“大旱”等因素正共同推高美国市场上的食品价格。美国媒体Business Insider公布的美国目前正在经历的最严重短缺列表，这些产品包括计算机芯片、棕榈油、鸡肉、培根和热狗、进口食品（如奶酪，咖啡和橄榄油）及玉米等等数十种和美国经济生活密切相关的用品。 另外，汽油价格的继续上行也使得在全美范围内的运输成本变得更加昂贵。\n2、低收入工人的工资大幅上涨\n随着当前就业矛盾的加剧，最新的低收入领域薪资的强劲增长迹象令人震惊：亚特兰大联储的研究显示，今年以来，休闲和酒店行业的生产和非监管类工资已经上涨了8.25%，低薪服务业新雇佣工人的工资涨幅尤其强劲。纽约联储的一项调查显示，正常年收入低于6万美元的工人表示，他们要比疫情前高出26%的工资才会接受一份工作。\n高盛研究指出，劳动力密集的低工资行业几乎将他们的全部劳动力成本转移到通货膨胀上。低端工资每增长1%，会推动核心通胀率上升5-15个基点，而这还是一个温和的程度，还没考虑薪资超预期增长的情况。\n3、新车和二手车价格继续上行\n研究公司J.D. Power的数据，6月中旬美国销售的所有车辆中，约有四分之三的车辆售价达到或超过了美国汽车制造商的建议零售价，这一比例高于5月底的67%。同期Manheim的二手车价值批发指数继续比去年同期高出36%，4月份时其增长率一度超过了50%。\n整体而言，需求复苏下的供应链瓶颈和劳动力短缺依然是加剧通胀压力的主要推手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148859732,"gmtCreate":1625968532126,"gmtModify":1633931304169,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"🤑","listText":"🤑","text":"🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148859732","repostId":"1128349172","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":170794840,"gmtCreate":1626449784180,"gmtModify":1633926608015,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"开始避险了吗？","listText":"开始避险了吗？","text":"开始避险了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170794840","repostId":"2151650115","repostType":4,"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804772664,"gmtCreate":1627984857458,"gmtModify":1633754652231,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽","listText":"中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽","text":"中国的国家政策太厉害了，哪个版块涨的快就剪那个板块的顶芽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804772664","repostId":"1147752612","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583530928854592","authorId":"3583530928854592","name":"人不如故ZM","avatar":"https://static.tigerbbs.com/23a8a73f7c574880f9006fb384657a52","crmLevel":1,"crmLevelSwitch":0,"idStr":"3583530928854592","authorIdStr":"3583530928854592"},"content":"无论哪个国家的政策都厉害！不是涨的快不快的问题，于国于民有利的事国家绝不会扼杀。有时候是事情做对了，但度没把握好，手段用错了，国家也会出手滴","text":"无论哪个国家的政策都厉害！不是涨的快不快的问题，于国于民有利的事国家绝不会扼杀。有时候是事情做对了，但度没把握好，手段用错了，国家也会出手滴","html":"无论哪个国家的政策都厉害！不是涨的快不快的问题，于国于民有利的事国家绝不会扼杀。有时候是事情做对了，但度没把握好，手段用错了，国家也会出手滴"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803293499,"gmtCreate":1627439675311,"gmtModify":1633764963709,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"中概教育股只是技术反弹，有票的人要会逃！","listText":"中概教育股只是技术反弹，有票的人要会逃！","text":"中概教育股只是技术反弹，有票的人要会逃！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803293499","repostId":"1105744456","repostType":4,"repost":{"id":"1105744456","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":1627435279,"share":"https://www.laohu8.com/m/news/1105744456?lang=&edition=full","pubTime":"2021-07-28 09:21","market":"sh","language":"zh","title":"开盘：恒指涨1.08%，教育股、物管股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1105744456","media":"老虎资讯综合","summary":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%","content":"<p>7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。<img src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</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：恒指涨1.08%，教育股、物管股反弹</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：恒指涨1.08%，教育股、物管股反弹\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\">2021-07-28 09:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。<img src=\"https://static.tigerbbs.com/02175c92ba80303ab812b7166cea2554\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，<a href=\"https://laohu8.com/S/09901\">新东方</a>高开超12%，<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>大涨超10%，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>、<a href=\"https://laohu8.com/S/00839\">中教控股</a>等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，<a href=\"https://laohu8.com/S/09999\">网易</a>涨近6%，美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>低开超7%，濠赌股、地产股、保险股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/00460\">四环医药</a>高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105744456","content_text":"7月28日讯，恒生指数开盘涨1.08%报25356.74点，国企指数涨1.5%，恒生科技指数涨2.37%。盘面上，隔夜美股中概教育股收涨带动，教育股全线反弹，新东方高开超12%，思考乐教育大涨超10%，新东方在线、中教控股等均上涨；物业股、海运股、体育用品股、手机概念股、餐饮股、光伏股等集体反弹；大型科技股普遍高开，网易涨近6%，美团、腾讯涨超1%，昨日美团暴跌超17%；汽车股跌幅居前，小鹏汽车低开超7%，濠赌股、地产股、保险股走低明显。\n四环医药高开近9%，报2.45港元，总市值232亿港元。四环医药发布公告，集团预期截至2021年6月30日止六个月期间录得收益及利润分别较2020年同期大幅增长逾80%及逾300%。公告称，该期间收益及利润的预期大幅增长主要归因于集团强大的销售平台，非心脑血管药物的销售持续增长；及该期间内，集团推出并销售医美产品，获得新的收益来源。","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173995142,"gmtCreate":1626595154686,"gmtModify":1633925583469,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","listText":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","text":"航空业暂时还是面对很大的挑战，因为疫情还是未完全解决。各国还是面对去多挑战，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173995142","repostId":"1195487226","repostType":4,"repost":{"id":"1195487226","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":1626594476,"share":"https://www.laohu8.com/m/news/1195487226?lang=&edition=full","pubTime":"2021-07-18 15:47","market":"fut","language":"zh","title":"消息人士：欧佩克+主要产油国已达成初步协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1195487226","media":"老虎资讯综合","summary":"7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。\n原油需求正在激增，但还没完全复苏过来。\n一方面，全球范围内依然存在疫情封锁，这意味着","content":"<p>7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。</p>\n<p>原油需求正在激增，但还没完全复苏过来。</p>\n<p>一方面，全球范围内依然存在疫情封锁，这意味着人们仍减少外出用餐和服务消费，反而在居家生活上花的钱更多了。</p>\n<p>另一方面，实物消费依然繁荣，这推高了市场对制作塑料的石脑油的需求，并拉动了柴油的需求，因为运输这些货物的火车和火车需要消耗的柴油；同时，还促进液化石油气的消费跃升，因为它是亚洲部分地区主要的生活燃料。</p>\n<p>然而，航空燃料的需求仍十分低迷，因为人们鲜于进行航空飞行。虽然疫情期间很多人都避免公共交通出行，但是汽油的需求也远未回归正常水平。</p>\n<p><img src=\"https://static.tigerbbs.com/86c72f2236f76b827f1f45c7003d54d6\" tg-width=\"472\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这些动态对整个石油行业都有影响。富有石脑油和液化石油气的产出国拥有更强的定价权。交易员称，这就是从北海和美国页岩区油田产出的石油能比中东地区的具有更大溢价的原因之一。</p>\n<p>近几个月来，石脑油产国成为最大的赢家。根据国际能源署的数据（IEA），与2019年6月水平相比，6月的原油需求暴涨11%，达66万桶/天。液化石油气的需求则上升7.2%，达88万桶/天，高于疫情前水平。</p>\n<p>相比之下，航空燃料和汽油的需求仍十分疲软，上个月合计为39.6万桶/天，低于2019年6月水平。海外石油产品的日需求量较两年前同期水平减少了27万桶。</p>\n<p>具有石油化工产品产能炼油厂可以从此次消费者的行为转变中大赚一笔，促进广大化工行业的繁荣发展。其他的炼油，特别是欧洲的炼油厂，已被迫停止运营，因为需求疲软不足以复工。</p>\n<p><b><u>国际能源署预计，6月的石油需求量会较不受疫情影响的2019年同期约低3%。它还预测，截止至今年12月，石油需求会基本恢复到同等水平。</u></b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息人士：欧佩克+主要产油国已达成初步协议</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消息人士：欧佩克+主要产油国已达成初步协议\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\">2021-07-18 15:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。</p>\n<p>原油需求正在激增，但还没完全复苏过来。</p>\n<p>一方面，全球范围内依然存在疫情封锁，这意味着人们仍减少外出用餐和服务消费，反而在居家生活上花的钱更多了。</p>\n<p>另一方面，实物消费依然繁荣，这推高了市场对制作塑料的石脑油的需求，并拉动了柴油的需求，因为运输这些货物的火车和火车需要消耗的柴油；同时，还促进液化石油气的消费跃升，因为它是亚洲部分地区主要的生活燃料。</p>\n<p>然而，航空燃料的需求仍十分低迷，因为人们鲜于进行航空飞行。虽然疫情期间很多人都避免公共交通出行，但是汽油的需求也远未回归正常水平。</p>\n<p><img src=\"https://static.tigerbbs.com/86c72f2236f76b827f1f45c7003d54d6\" tg-width=\"472\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这些动态对整个石油行业都有影响。富有石脑油和液化石油气的产出国拥有更强的定价权。交易员称，这就是从北海和美国页岩区油田产出的石油能比中东地区的具有更大溢价的原因之一。</p>\n<p>近几个月来，石脑油产国成为最大的赢家。根据国际能源署的数据（IEA），与2019年6月水平相比，6月的原油需求暴涨11%，达66万桶/天。液化石油气的需求则上升7.2%，达88万桶/天，高于疫情前水平。</p>\n<p>相比之下，航空燃料和汽油的需求仍十分疲软，上个月合计为39.6万桶/天，低于2019年6月水平。海外石油产品的日需求量较两年前同期水平减少了27万桶。</p>\n<p>具有石油化工产品产能炼油厂可以从此次消费者的行为转变中大赚一笔，促进广大化工行业的繁荣发展。其他的炼油，特别是欧洲的炼油厂，已被迫停止运营，因为需求疲软不足以复工。</p>\n<p><b><u>国际能源署预计，6月的石油需求量会较不受疫情影响的2019年同期约低3%。它还预测，截止至今年12月，石油需求会基本恢复到同等水平。</u></b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195487226","content_text":"7月18日，消息人士：欧佩克+主要产油国已达成初步协议，将在12月前逐步提高石油产量，并将协议延长至2022年底。\n原油需求正在激增，但还没完全复苏过来。\n一方面，全球范围内依然存在疫情封锁，这意味着人们仍减少外出用餐和服务消费，反而在居家生活上花的钱更多了。\n另一方面，实物消费依然繁荣，这推高了市场对制作塑料的石脑油的需求，并拉动了柴油的需求，因为运输这些货物的火车和火车需要消耗的柴油；同时，还促进液化石油气的消费跃升，因为它是亚洲部分地区主要的生活燃料。\n然而，航空燃料的需求仍十分低迷，因为人们鲜于进行航空飞行。虽然疫情期间很多人都避免公共交通出行，但是汽油的需求也远未回归正常水平。\n\n这些动态对整个石油行业都有影响。富有石脑油和液化石油气的产出国拥有更强的定价权。交易员称，这就是从北海和美国页岩区油田产出的石油能比中东地区的具有更大溢价的原因之一。\n近几个月来，石脑油产国成为最大的赢家。根据国际能源署的数据（IEA），与2019年6月水平相比，6月的原油需求暴涨11%，达66万桶/天。液化石油气的需求则上升7.2%，达88万桶/天，高于疫情前水平。\n相比之下，航空燃料和汽油的需求仍十分疲软，上个月合计为39.6万桶/天，低于2019年6月水平。海外石油产品的日需求量较两年前同期水平减少了27万桶。\n具有石油化工产品产能炼油厂可以从此次消费者的行为转变中大赚一笔，促进广大化工行业的繁荣发展。其他的炼油，特别是欧洲的炼油厂，已被迫停止运营，因为需求疲软不足以复工。\n国际能源署预计，6月的石油需求量会较不受疫情影响的2019年同期约低3%。它还预测，截止至今年12月，石油需求会基本恢复到同等水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808035979,"gmtCreate":1627542319091,"gmtModify":1633763963333,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"以后人工成本会大大降低","listText":"以后人工成本会大大降低","text":"以后人工成本会大大降低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808035979","repostId":"2155908957","repostType":2,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172203985,"gmtCreate":1626961299847,"gmtModify":1633769357791,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"疫情还没结束","listText":"疫情还没结束","text":"疫情还没结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172203985","repostId":"1164585959","repostType":4,"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179646255,"gmtCreate":1626524817777,"gmtModify":1633926056461,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"大家可以大概知道避险资金的方向","listText":"大家可以大概知道避险资金的方向","text":"大家可以大概知道避险资金的方向","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179646255","repostId":"1119821926","repostType":4,"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825952607,"gmtCreate":1634193413287,"gmtModify":1634193413374,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825952607","repostId":"825968757","repostType":1,"repost":{"id":825968757,"gmtCreate":1634191504454,"gmtModify":1634192173828,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"台积电第三季度净利润1563亿台币，高于市场预估","htmlText":"美股研究社获悉，据同花顺财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>&nbsp;第三季度净利润1563亿台币，市场预估1495.9亿台币；第三季度营收4146.71亿台币；第三季度每股盈利6.03新台币，市场预期5.77新台币，去年同期为5.3新台币。5纳米制程出货占公司第三季晶圆销售金额的18%；7纳米制程出货占全季晶圆销售金额的34%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的52%。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","listText":"美股研究社获悉，据同花顺财经消息，<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>&nbsp;第三季度净利润1563亿台币，市场预估1495.9亿台币；第三季度营收4146.71亿台币；第三季度每股盈利6.03新台币，市场预期5.77新台币，去年同期为5.3新台币。5纳米制程出货占公司第三季晶圆销售金额的18%；7纳米制程出货占全季晶圆销售金额的34%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的52%。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","text":"美股研究社获悉，据同花顺财经消息，$台积电(TSM)$ 第三季度净利润1563亿台币，市场预估1495.9亿台币；第三季度营收4146.71亿台币；第三季度每股盈利6.03新台币，市场预期5.77新台币，去年同期为5.3新台币。5纳米制程出货占公司第三季晶圆销售金额的18%；7纳米制程出货占全季晶圆销售金额的34%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的52%。本文来源：美股研究社，旨在帮助中国投资者理解世界，专注报道美国科技股和中概股，对美股感兴趣的朋友赶紧关注我们","images":[{"img":"https://static.tigerbbs.com/b40b1b8b5b1c44b1c7284299675d86fc","width":"1280","height":"822"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825968757","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899064260,"gmtCreate":1628143730650,"gmtModify":1633753165230,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"激素的确人体不好","listText":"激素的确人体不好","text":"激素的确人体不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899064260","repostId":"1175470368","repostType":4,"repost":{"id":"1175470368","kind":"news","pubTimestamp":1628143459,"share":"https://www.laohu8.com/m/news/1175470368?lang=&edition=full","pubTime":"2021-08-05 14:04","market":"sh","language":"zh","title":"官媒“点名”，又一只千亿大白马大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1175470368","media":"华尔街见闻","summary":"8月5日，A股生长激素两大龙头安科生物、长春高新纷纷大跌。\n消息面上，8月4日新华社发文称，身高焦虑下，生长激素有被滥用的苗头，可能会带给使用者内分泌紊乱、股骨头滑脱、脊柱侧弯等健康风险。\n两大寡头市","content":"<p>8月5日，A股生长激素两大龙头安科生物、长春高新纷纷大跌。</p>\n<p>消息面上，8月4日新华社发文称，身高焦虑下，生长激素有被滥用的苗头，可能会带给使用者内分泌紊乱、股骨头滑脱、脊柱侧弯等健康风险。</p>\n<p><b>两大寡头市占率超90%</b></p>\n<p>生长激素是人出生后促进生长的最重要的激素，其基本功能是通过促进合成代谢（蛋白质、脂肪等）来增加体细胞的大小与数目，调节各种细胞的代谢过程，从而刺激机体组织的发育。</p>\n<p>从市场占有率来看，2020年国内市场中长春高新子公司金赛药业占据78.39%的市场份额，妥妥的行业龙头老大；安科生物位居第二，市场占有率为13.95%。</p>\n<p><img src=\"https://static.tigerbbs.com/48c7338cf5bbe3f5abe41b337a28b8b8\" tg-width=\"704\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从业绩表现来看，长春高新2020年生长激素业务实现净利润27.60亿元，占2020全年净利润的90.58%。2021年一季度生长激素业务已经实现净利润8.78亿元，同比增长70%。</p>\n<p>而安科生物2021年一季度生长激素水针的销量已经超过2020年全年，同时公司一季度也已经实现归母净利润1.3亿元，同比增长54.3%。</p>\n<p><b>此前因集采大跌</b></p>\n<p>值得一提的是，5月21日，广东省医保局印发《关于共同开展省级药品和耗材超声刀头联盟采购工作的函》，广东发起16省联盟带量采购目录品种涉及药品数量281个，其中西药222个，中成药59个，其中重组人生长激素或将被纳入集采。</p>\n<p>受此影响，生长激素板块大跌，短短不足3个月时间内，长春高新股价已经跌掉45.29%，安科生物股价也已经跌掉28.78%。</p>\n<p>不过申万宏源对此表示，生长激素与一般化药在商业化逻辑方面有极大差异，其不依赖于医保支付也不依赖于进院销售，建议理性看待生长激素集采，避免套用“4+7”分析框架粗暴判断生长激素集采后果。</p>\n<p><b>生长激素当前市场状况如何？</b></p>\n<p>国元证券称一方面，矮小症作为我国生长激素目前主要的应用领域，渗透率仍然较低，2020 年治疗人数占比仅5.7%，相较欧美发达国家尚有较大的提升空间。</p>\n<p>另一方面，生长激素的新适应症亦在逐步拓展，包括儿童用生长激素的适应症拓展与成人用的适应症拓展，美国75%的生长激素使用者年龄超过20岁，国元证券认为国内生长激素成人适应症的拓展有望叠加新一轮的市场需求增长曲线。</p>\n<p>在此事件之前，生长激素市场目前仍然处在快速扩容阶段，且院外市场占比超过70%，医保支付占比仅10%左右，具备一定的医保免疫属性。</p>\n<p>东吴证券认为，在生长激素市场空间方面，随着渗透率不断提升以及产品结构的变化，东吴证券认为在儿科市场未来还有空间。此外，在成人市场方面，以长春高新为代表的企业正大力开拓市场，有望成为生长激素下一个重要增长点。</p>","source":"highlight_wallstreetcn","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>官媒“点名”，又一只千亿大白马大跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n官媒“点名”，又一只千亿大白马大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 14:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637201><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月5日，A股生长激素两大龙头安科生物、长春高新纷纷大跌。\n消息面上，8月4日新华社发文称，身高焦虑下，生长激素有被滥用的苗头，可能会带给使用者内分泌紊乱、股骨头滑脱、脊柱侧弯等健康风险。\n两大寡头市占率超90%\n生长激素是人出生后促进生长的最重要的激素，其基本功能是通过促进合成代谢（蛋白质、脂肪等）来增加体细胞的大小与数目，调节各种细胞的代谢过程，从而刺激机体组织的发育。\n从市场占有率来看，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637201\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"300009":"安科生物","000661":"长春高新"},"source_url":"https://wallstreetcn.com/articles/3637201","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1175470368","content_text":"8月5日，A股生长激素两大龙头安科生物、长春高新纷纷大跌。\n消息面上，8月4日新华社发文称，身高焦虑下，生长激素有被滥用的苗头，可能会带给使用者内分泌紊乱、股骨头滑脱、脊柱侧弯等健康风险。\n两大寡头市占率超90%\n生长激素是人出生后促进生长的最重要的激素，其基本功能是通过促进合成代谢（蛋白质、脂肪等）来增加体细胞的大小与数目，调节各种细胞的代谢过程，从而刺激机体组织的发育。\n从市场占有率来看，2020年国内市场中长春高新子公司金赛药业占据78.39%的市场份额，妥妥的行业龙头老大；安科生物位居第二，市场占有率为13.95%。\n\n从业绩表现来看，长春高新2020年生长激素业务实现净利润27.60亿元，占2020全年净利润的90.58%。2021年一季度生长激素业务已经实现净利润8.78亿元，同比增长70%。\n而安科生物2021年一季度生长激素水针的销量已经超过2020年全年，同时公司一季度也已经实现归母净利润1.3亿元，同比增长54.3%。\n此前因集采大跌\n值得一提的是，5月21日，广东省医保局印发《关于共同开展省级药品和耗材超声刀头联盟采购工作的函》，广东发起16省联盟带量采购目录品种涉及药品数量281个，其中西药222个，中成药59个，其中重组人生长激素或将被纳入集采。\n受此影响，生长激素板块大跌，短短不足3个月时间内，长春高新股价已经跌掉45.29%，安科生物股价也已经跌掉28.78%。\n不过申万宏源对此表示，生长激素与一般化药在商业化逻辑方面有极大差异，其不依赖于医保支付也不依赖于进院销售，建议理性看待生长激素集采，避免套用“4+7”分析框架粗暴判断生长激素集采后果。\n生长激素当前市场状况如何？\n国元证券称一方面，矮小症作为我国生长激素目前主要的应用领域，渗透率仍然较低，2020 年治疗人数占比仅5.7%，相较欧美发达国家尚有较大的提升空间。\n另一方面，生长激素的新适应症亦在逐步拓展，包括儿童用生长激素的适应症拓展与成人用的适应症拓展，美国75%的生长激素使用者年龄超过20岁，国元证券认为国内生长激素成人适应症的拓展有望叠加新一轮的市场需求增长曲线。\n在此事件之前，生长激素市场目前仍然处在快速扩容阶段，且院外市场占比超过70%，医保支付占比仅10%左右，具备一定的医保免疫属性。\n东吴证券认为，在生长激素市场空间方面，随着渗透率不断提升以及产品结构的变化，东吴证券认为在儿科市场未来还有空间。此外，在成人市场方面，以长春高新为代表的企业正大力开拓市场，有望成为生长激素下一个重要增长点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800330294,"gmtCreate":1627276505518,"gmtModify":1633766584722,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"是要回调的","listText":"是要回调的","text":"是要回调的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800330294","repostId":"1114036906","repostType":4,"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147693434,"gmtCreate":1626354708728,"gmtModify":1631888702446,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"新能源的魅力","listText":"新能源的魅力","text":"新能源的魅力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147693434","repostId":"1180715234","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147699181,"gmtCreate":1626354620943,"gmtModify":1633927598492,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"今天开市就看市场是否满意它的成绩","listText":"今天开市就看市场是否满意它的成绩","text":"今天开市就看市场是否满意它的成绩","images":[{"img":"https://static.tigerbbs.com/ac85152dc037ad8a4f37142d719ebfeb","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147699181","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144631285,"gmtCreate":1626278455947,"gmtModify":1633928295711,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"升息是否开始了？","listText":"升息是否开始了？","text":"升息是否开始了？","images":[{"img":"https://static.tigerbbs.com/275bf0dd91f70c79b538e448f9426b41","width":"1080","height":"1202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144631285","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":144311041,"gmtCreate":1626267402783,"gmtModify":1633928486503,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"😅","listText":"😅","text":"😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144311041","repostId":"1167929244","repostType":2,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146488480,"gmtCreate":1626096802240,"gmtModify":1633930193470,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"通膨已经到高点","listText":"通膨已经到高点","text":"通膨已经到高点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146488480","repostId":"2150533008","repostType":4,"repost":{"id":"2150533008","kind":"highlight","pubTimestamp":1626095884,"share":"https://www.laohu8.com/m/news/2150533008?lang=&e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21:18","market":"us","language":"zh","title":"美国6月通胀前瞻：高烧或难退","url":"https://stock-news.laohu8.com/highlight/detail?id=2150533008","media":"华尔街见闻","summary":"美国6月CPI或居高不下，主要受到食品汽油价格、低端收入上涨和车价上行带领。","content":"<p>美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？</p>\n<p>从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？</p>\n<p><b>恐怕还没有。</b></p>\n<p>从研究机构的主要预期来看：美国6月CPI或居高不下。环比继5月上涨0.8%之后，本月将录得上涨0.5%。同比CPI增长4.9-5% ，几乎与5月高点持平。剔除食品和能源价格的核心CPI同比上涨4%，再创近30年来最大涨幅。</p>\n<p><img src=\"https://static.tigerbbs.com/8696f0cf9e7fa892316808daf9fc2555\" tg-width=\"781\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/6dc9c9ea03ac85f748941fca18fa4293\" tg-width=\"772\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>注：上图为华尔街见闻通胀预测的CPI中值为5%，与上月持平；核心CPI中值为3.9%，略高于上月水平。</p>\n<p>推动CPI上行的动力主要有以下几方面：</p>\n<p><b>1、食品和汽油价格的上涨</b></p>\n<p>供给受限、食品生产商成本转嫁压力、美国西部各州加剧的“大旱”等因素正共同推高美国市场上的食品价格。美国媒体Business Insider公布的美国目前正在经历的最严重短缺列表，这些产品包括计算机芯片、棕榈油、鸡肉、培根和热狗、进口食品（如奶酪，咖啡和橄榄油）及玉米等等数十种和美国经济生活密切相关的用品。 另外，汽油价格的继续上行也使得在全美范围内的运输成本变得更加昂贵。</p>\n<p><b>2、低收入工人的工资大幅上涨</b></p>\n<p>随着当前就业矛盾的加剧，最新的低收入领域薪资的强劲增长迹象令人震惊：亚特兰大联储的研究显示，今年以来，休闲和酒店行业的生产和非监管类工资已经上涨了8.25%，低薪服务业新雇佣工人的工资涨幅尤其强劲。纽约联储的一项调查显示，正常年收入低于6万美元的工人表示，他们要比疫情前高出26%的工资才会接受一份工作。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>研究指出，劳动力密集的低工资行业几乎将他们的全部劳动力成本转移到通货膨胀上。低端工资每增长1%，会推动核心通胀率上升5-15个基点，而这还是一个温和的程度，还没考虑薪资超预期增长的情况。</p>\n<p><b>3、新车和二手车价格继续上行</b></p>\n<p>研究公司J.D. Power的数据，6月中旬美国销售的所有车辆中，约有四分之三的车辆售价达到或超过了美国汽车制造商的建议零售价，这一比例高于5月底的67%。同期Manheim的二手车价值批发指数继续比去年同期高出36%，4月份时其增长率一度超过了50%。</p>\n<p>整体而言，需求复苏下的供应链瓶颈和劳动力短缺依然是加剧通胀压力的主要推手。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国6月通胀前瞻：高烧或难退</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国6月通胀前瞻：高烧或难退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 21:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3635187><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？\n从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？\n恐怕还没有。\n从研究机构的主要预期来看：美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635187\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dd1549a90968778a7afdc56cd660b1b","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3635187","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150533008","content_text":"美国劳工部将于北京时间明日晚间公布6月通胀数据，上月美国CPI同比涨5%，增速创13年新高；核心CPI同比涨3.8%，创28年以来新高。上月的通胀是年内的峰值了么？\n从美国国债利率代表的通胀平衡预期来看，已于5月中旬见顶。从高点2.54%回落到当前的2.22%，已经下行了0.32个百分点。同时6月基数效应也会缓和0.5个百分点。但美国6月通胀会退烧么？\n恐怕还没有。\n从研究机构的主要预期来看：美国6月CPI或居高不下。环比继5月上涨0.8%之后，本月将录得上涨0.5%。同比CPI增长4.9-5% ，几乎与5月高点持平。剔除食品和能源价格的核心CPI同比上涨4%，再创近30年来最大涨幅。\n\n\n注：上图为华尔街见闻通胀预测的CPI中值为5%，与上月持平；核心CPI中值为3.9%，略高于上月水平。\n推动CPI上行的动力主要有以下几方面：\n1、食品和汽油价格的上涨\n供给受限、食品生产商成本转嫁压力、美国西部各州加剧的“大旱”等因素正共同推高美国市场上的食品价格。美国媒体Business Insider公布的美国目前正在经历的最严重短缺列表，这些产品包括计算机芯片、棕榈油、鸡肉、培根和热狗、进口食品（如奶酪，咖啡和橄榄油）及玉米等等数十种和美国经济生活密切相关的用品。 另外，汽油价格的继续上行也使得在全美范围内的运输成本变得更加昂贵。\n2、低收入工人的工资大幅上涨\n随着当前就业矛盾的加剧，最新的低收入领域薪资的强劲增长迹象令人震惊：亚特兰大联储的研究显示，今年以来，休闲和酒店行业的生产和非监管类工资已经上涨了8.25%，低薪服务业新雇佣工人的工资涨幅尤其强劲。纽约联储的一项调查显示，正常年收入低于6万美元的工人表示，他们要比疫情前高出26%的工资才会接受一份工作。\n高盛研究指出，劳动力密集的低工资行业几乎将他们的全部劳动力成本转移到通货膨胀上。低端工资每增长1%，会推动核心通胀率上升5-15个基点，而这还是一个温和的程度，还没考虑薪资超预期增长的情况。\n3、新车和二手车价格继续上行\n研究公司J.D. Power的数据，6月中旬美国销售的所有车辆中，约有四分之三的车辆售价达到或超过了美国汽车制造商的建议零售价，这一比例高于5月底的67%。同期Manheim的二手车价值批发指数继续比去年同期高出36%，4月份时其增长率一度超过了50%。\n整体而言，需求复苏下的供应链瓶颈和劳动力短缺依然是加剧通胀压力的主要推手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148859732,"gmtCreate":1625968532126,"gmtModify":1633931304169,"author":{"id":"4088859063380530","authorId":"4088859063380530","name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088859063380530","authorIdStr":"4088859063380530"},"themes":[],"htmlText":"🤑","listText":"🤑","text":"🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148859732","repostId":"1128349172","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}