赵鲜生的个人主页 - 老虎社区

赵鲜生

赵鲜生

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IP属地：广东

374关注

2粉丝

1主题

0勋章

2021-07-26

$新东方(EDU)$利空出尽了，看反弹行情，干干干，我们多头是不可战胜的[财迷]

2021-07-18

$C3.ai, Inc.(AI)$开始建仓

2021-07-28

$新东方(EDU)$建议减仓壁一下险

2021-07-23

$新东方(EDU)$[得意]

2021-07-29

$新东方(EDU)$古语有云，置之死地而后生，既然有过一次崩溃，再来一次估计会处理的更好[财迷]

2021-07-28

$新东方(EDU)$低位筹码开始集中了

2021-07-26

$零氪科技(LDOC)$突然就上市啦？

2021-07-24

$新东方(EDU)$[开心] 等待秋收

2021-11-12

$老虎证券(TIGR)$[开心]

2021-09-29

$东莞农商银行(09889)$[开心]

2021-08-20

$心玮医疗-B(06609)$没有绿鞋的嘛……

2021-10-21

👍

抱歉，原内容已删除

2021-10-05

$蔚来(NIO)$[财迷]

2021-07-31

理性看待和分析

价值重塑：中概股的估值体系可能会发生变化

2021-07-30

买股票就是买稀有的，而且还是文化传承的，可以自己没有这么多资金去买[流泪]

抱歉，原内容已删除

2021-07-23

$Faraday Future(FFIE)$落袋为安

2021-08-12

一开始就叫打新手续费都赔了，现在还给这么高，估计这波有得跌了

高盛：给予理想汽车(02015.HK)买进的初始评级目标价240港元

2021-07-23

$新东方(EDU)$[开心]

2021-07-23

$法拉第未来(FFIE)$[财迷]

2021-10-06

$蔚来(NIO)$[开心]

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>[开心]&nbsp;","text":"$老虎证券(TIGR)$[开心]","images":[{"img":"https://static.tigerbbs.com/5a4e6e8217991e835205cccbf3f6dd91","width":"750","height":"1464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879908124","isVote":1,"tweetType":1,"viewCount":2472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":853186469,"gmtCreate":1634779940541,"gmtModify":1634779940541,"author":{"id":"4089184872488630","authorId":"4089184872488630","name":"赵鲜生","avatar":"https://static.tigerbbs.com/4b099e0e6d434b5c6c44b4dd34dc3641","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853186469","repostId":"1186133749","repostType":2,"repost":{"id":"1186133749","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":1634774241,"share":"https://www.laohu8.com/m/news/1186133749?lang=&edition=full","pubTime":"2021-10-21 07:57","market":"sh","language":"zh","title":"昨夜今晨：三季报提振标普6连涨！美油五创七年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1186133749","media":"老虎资讯综合","summary":"摘要：①周三美股收盘涨跌不一，道指涨0.43%，纳指跌0.05%，标普500涨0.37%；②比特币突破66000美元，创历史最高价；③美联储褐皮书：经济活动适度到温和增长，多数地区物价显著上涨。\n\n海","content":"<blockquote>\n 摘要：①周三美股收盘涨跌不一，道指涨0.43%，纳指跌0.05%，标普500涨0.37%；②比特币突破66000美元，创历史最高价；③美联储褐皮书：经济活动适度到温和增长，多数地区物价显著上涨。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股收盘涨跌不一：标普6连涨 道指涨0.43%盘中创新高</p>\n<p>优异的三季报继续提振投资者的情绪，三大股指仅纳指微跌，道指盘中一度触及历史高点，标普500指数连续第六个交易日收涨，距离历史高点不到0.2%。美联储褐皮书显示，经济活动以“缓和至温和”的速度增长，但劳动力与供应链紧张遏制了经济增长，承认通胀居高不下。</p>\n<p>截至收盘，道琼斯指数涨0.43%，盘中创历史新高，标普500指数涨0.37%，纳斯达克指数跌0.05%。</p>\n<p>2、热门中概股周三收盘多数上扬 <a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨18%</p>\n<p>热门中概股周三收盘多数上扬，区块链概念股走高，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨18%。</p>\n<p>和信贷飙升逾98%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨近6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨近2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超1%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨近1%。<a href=\"https://laohu8.com/S/WDH\">水滴</a>公司跌超5%，<a href=\"https://laohu8.com/S/RYB\">红黄蓝</a>跌超3%，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌超1%。</p>\n<p>3、欧洲主要股指小幅收涨 德国DAX30指数涨0.02%</p>\n<p>随着第三季度财报季的展开，投资者对供应链问题和劳动力短缺导致的成本上升感到担忧，尤其是在全球各国央行都计划撤回刺激措施的情况下。欧洲主要股指小幅收涨，德国DAX30指数涨0.02%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.06%，法国CAC40指数涨0.54%，欧洲斯托克50指数涨0.12%。</p>\n<p>4、美原期货周三收高 美油库存意外下降提振油价上涨</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）报告显示上周原油库存减少40万桶，使许多人对原油库存将会增加的预期落空。</p>\n<p>最终，纽约商品交易所11月交割的西德州中质原油（WTI）期货价格上涨91美分，涨幅1.1%，收于每桶83.87美元，创2014年10月13日以来的最高收盘价。11月WTI原油期货在周三收盘后到期，新的即期期货——12月WTI原油上涨98美分，涨幅1.2%，收于每桶83.42美元。</p>\n<p>5、黄金期货周三收高0.8% 通胀上涨提振需求</p>\n<p>对通胀压力上升的担忧推动金价上涨，但美国国债收益率走强使金价涨幅受到限制。最终，纽约商品交易所12月交割的黄金期货价格上涨14.40美元，涨幅0.8%，收于每盎司1784.90美元，创10月14日以来的最高收盘价。</p>\n<p>6、比特币突破66000美元，创历史最高价</p>\n<p>10月20日晚间，比特币价格小幅提升，一举突破2021年4月11日创下的历史最高点64843美元，触及66000美元，日内涨幅5.64%。近日通过美国SEC审批的首个比特币期货ETF成为基本面的利好消息。</p>\n<p>国际宏观</p>\n<p>1、美联储褐皮书：经济活动适度到温和增长 多数地区物价显著上涨</p>\n<p>周三发布的美联储褐皮书调查报告称，美国经济活动在9月和10月初以“适度到温和”的速度增长。受商品和原材料需求上升的推动，大多数地区的物价显著上涨。</p>\n<p>2、疫情阴影挥之不去 美国假日季在线消费增幅或创8年新低</p>\n<p>由于产品短缺、价格上涨和与新冠疫情相关的不确定性挥之不去，美国假日季在线消费预计将以至少八年来最慢的速度增长。<a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Analytics预计，今年11月和12月的在线销售额将平均增长10%，至2070亿美元，而去年增幅为创纪录的33%。</p>\n<p>3、美联储理事Quarles敦促11月减码债券收购 对通胀发出警告</p>\n<p>美联储理事Randal Quarles表示，他赞成下个月开始放慢货币刺激措施，并表示对可能需要做出政策应对的通胀压力扩大感到担忧。</p>\n<p>“我会支持我们在11月会议上决定开始减少资产购买，”他在为周三在洛杉矶举行的Milken Institute会议上的演讲准备的讲话中表示。他所指的购买计划是美联储目前每月1，200亿美元的债券购买计划。</p>\n<p>4、美财长耶伦：美国明年有望按计划实现充分就业</p>\n<p>美国财政部长珍妮特·耶伦表示，尽管就业步伐放缓，但她仍然预计美国经济“明年”将恢复充分就业。</p>\n<p>“劳动力市场在很多方面都非常紧张，”耶伦周三上午接受MSNBC电视采访时表示。“经济仍在从疫情中复苏”，她称，疫情是“极其、极其不寻常的冲击。”</p>\n<p>5、IMF：欧洲央行在2022年应加强非危机刺激措施</p>\n<p>国际货币基金组织（IMF）认为，欧元区明年结束疫情紧急购买计划时，可能需要加强他们的非危机量化宽松措施。</p>\n<p>“鉴于疫情紧急购买计划的额度将于2022年初耗尽，欧洲央行可能需要增加其他资产购买计划，以帮助实现中期通胀目标，”IMF在周三发布的报告中说。</p>\n<p>6、美联储理事夸尔斯:明年通胀上行风险很大</p>\n<p>美联储理事夸尔斯：明年通胀可能大幅下降，但上行风险“很大”。如果明年通胀没有消退，或者如果预期变得不稳定，美联储的工具可以降低通胀。2021年剩余时间以及2022年的美国经济都将强劲增长。</p>\n<p>7、白宫发布针对5-11岁儿童的疫苗接种计划以挽救拜登支持率</p>\n<p>美国白宫周三（10月20日）公布的声明表示，已为所有5至11岁的儿童订购足量的疫苗，一旦监管机构授权，将立即开始推广接种。此举或为了挽救拜登灾难性的支持率。</p>\n<p>8、EIA：美国上周EIA原油库存意外录得减少43.1万桶</p>\n<p>EIA报告显示，除却战略储备的商业原油库存减少43.1万桶至4.265亿桶，减少0.1%。上周美国国内原油产量减少10万桶至1130万桶/日。上周美国原油出口增加54.6万桶/日至306万桶/日，为2021年8月13日当周以来最高。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2177431965\" target=\"_blank\">特斯拉连续九季盈利，三季度营收和利润均新高，盘后一度跌超1%</a></p>\n<p>10月20日周三美股盘后，电动汽车巨头特斯拉公布了今年第三季度财报。特斯拉连续九季盈利，营收和净利润均创新高，投资比特币再损失5100万美元。盘后先涨0.5%随后一度转跌超1%。</p>\n<p>财报显示，特斯拉三季度营收137.6亿美元，同比增57%，财经媒体CNBC称其为公司纪录最高，此前一部分分析师预期139.1亿美元，金融数据供应商Refinitiv统计的市场预期则为136.3亿美元。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2177436151\" target=\"_blank\">传PayPal有意收购社交媒体公司Pinterest 后者股价飙升并两度停牌</a></p>\n<p>社交媒体公司Pinterest周三股价一度飙升近17%，并两度停牌，此前有报道称支付巨头PayPal正在考虑将其收购。</p>\n<p>媒体援引知情人士的话报道称，PayPal最近就一项潜在交易与Pinterest取得了联系。知情人士称，Paypal提出以每股70美元的价格收购Pinterest，但最终价格和条款可能会改变。Paypal希望在11月8日公布季度财报时谈判成功并正式宣布该交易。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2177328044\" target=\"_blank\">IBMQ3营收不及预期，净利润同比下降33.5%</a></p>\n<p>周三美股盘后，$IBM(<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$公布了2021年第三季度财务业绩。财报显示，该公司Q3营收176.18亿美元，低于市场预期的177.7亿美元，上年同期为175.60亿美元;净利润11.30亿美元，上年同期为16.98亿美元，同比下降33.5%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2176438007\" target=\"_blank\">美光科技披露1500亿美元投资计划 呼吁政府尽快确定产业补贴政策</a></p>\n<p>在市场早已习惯半导体行业巨头动辄挥舞数百亿钞票高喊把握景气周期的当下，美光科技将这个标准提高到了千亿美元级别。</p>\n<p>当地时间周三，全球存储芯片巨头发布公告称，公司计划将在未来十年里投资超过1500亿美元用于先进记忆芯片的生产和研发，包括潜在扩大晶圆厂产能的计划。目前美光科技的生产和研发网络遍布全球13个地区，总共拥有4.7万专利。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2176200484\" target=\"_blank\">定位元宇宙 脸书或更名</a></p>\n<p>新华社北京10月20日电，美国媒体19日报道，美国脸书公司或于下周更名，以反映未来趋势，从社交媒体公司发展为元宇宙公司。</p>\n<p>脸书首席执行官马克·扎克伯格积极倡导打造元宇宙——一种基于虚拟现实技术的新型虚实相融互联网平台。他7月接受媒体采访时表示，脸书数年内将从“一家社交媒体公司变成一家元宇宙公司”。</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>昨夜今晨：三季报提振标普6连涨！美油五创七年新高</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昨夜今晨：三季报提振标普6连涨！美油五创七年新高\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\">2021-10-21 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①周三美股收盘涨跌不一，道指涨0.43%，纳指跌0.05%，标普500涨0.37%；②比特币突破66000美元，创历史最高价；③美联储褐皮书：经济活动适度到温和增长，多数地区物价显著上涨。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股收盘涨跌不一：标普6连涨 道指涨0.43%盘中创新高</p>\n<p>优异的三季报继续提振投资者的情绪，三大股指仅纳指微跌，道指盘中一度触及历史高点，标普500指数连续第六个交易日收涨，距离历史高点不到0.2%。美联储褐皮书显示，经济活动以“缓和至温和”的速度增长，但劳动力与供应链紧张遏制了经济增长，承认通胀居高不下。</p>\n<p>截至收盘，道琼斯指数涨0.43%，盘中创历史新高，标普500指数涨0.37%，纳斯达克指数跌0.05%。</p>\n<p>2、热门中概股周三收盘多数上扬 <a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨18%</p>\n<p>热门中概股周三收盘多数上扬，区块链概念股走高，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨18%。</p>\n<p>和信贷飙升逾98%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨近6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨近2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超1%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨近1%。<a href=\"https://laohu8.com/S/WDH\">水滴</a>公司跌超5%，<a href=\"https://laohu8.com/S/RYB\">红黄蓝</a>跌超3%，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌超1%。</p>\n<p>3、欧洲主要股指小幅收涨 德国DAX30指数涨0.02%</p>\n<p>随着第三季度财报季的展开，投资者对供应链问题和劳动力短缺导致的成本上升感到担忧，尤其是在全球各国央行都计划撤回刺激措施的情况下。欧洲主要股指小幅收涨，德国DAX30指数涨0.02%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨0.06%，法国CAC40指数涨0.54%，欧洲斯托克50指数涨0.12%。</p>\n<p>4、美原期货周三收高 美油库存意外下降提振油价上涨</p>\n<p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）报告显示上周原油库存减少40万桶，使许多人对原油库存将会增加的预期落空。</p>\n<p>最终，纽约商品交易所11月交割的西德州中质原油（WTI）期货价格上涨91美分，涨幅1.1%，收于每桶83.87美元，创2014年10月13日以来的最高收盘价。11月WTI原油期货在周三收盘后到期，新的即期期货——12月WTI原油上涨98美分，涨幅1.2%，收于每桶83.42美元。</p>\n<p>5、黄金期货周三收高0.8% 通胀上涨提振需求</p>\n<p>对通胀压力上升的担忧推动金价上涨，但美国国债收益率走强使金价涨幅受到限制。最终，纽约商品交易所12月交割的黄金期货价格上涨14.40美元，涨幅0.8%，收于每盎司1784.90美元，创10月14日以来的最高收盘价。</p>\n<p>6、比特币突破66000美元，创历史最高价</p>\n<p>10月20日晚间，比特币价格小幅提升，一举突破2021年4月11日创下的历史最高点64843美元，触及66000美元，日内涨幅5.64%。近日通过美国SEC审批的首个比特币期货ETF成为基本面的利好消息。</p>\n<p>国际宏观</p>\n<p>1、美联储褐皮书：经济活动适度到温和增长 多数地区物价显著上涨</p>\n<p>周三发布的美联储褐皮书调查报告称，美国经济活动在9月和10月初以“适度到温和”的速度增长。受商品和原材料需求上升的推动，大多数地区的物价显著上涨。</p>\n<p>2、疫情阴影挥之不去 美国假日季在线消费增幅或创8年新低</p>\n<p>由于产品短缺、价格上涨和与新冠疫情相关的不确定性挥之不去，美国假日季在线消费预计将以至少八年来最慢的速度增长。<a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Analytics预计，今年11月和12月的在线销售额将平均增长10%，至2070亿美元，而去年增幅为创纪录的33%。</p>\n<p>3、美联储理事Quarles敦促11月减码债券收购 对通胀发出警告</p>\n<p>美联储理事Randal Quarles表示，他赞成下个月开始放慢货币刺激措施，并表示对可能需要做出政策应对的通胀压力扩大感到担忧。</p>\n<p>“我会支持我们在11月会议上决定开始减少资产购买，”他在为周三在洛杉矶举行的Milken Institute会议上的演讲准备的讲话中表示。他所指的购买计划是美联储目前每月1，200亿美元的债券购买计划。</p>\n<p>4、美财长耶伦：美国明年有望按计划实现充分就业</p>\n<p>美国财政部长珍妮特·耶伦表示，尽管就业步伐放缓，但她仍然预计美国经济“明年”将恢复充分就业。</p>\n<p>“劳动力市场在很多方面都非常紧张，”耶伦周三上午接受MSNBC电视采访时表示。“经济仍在从疫情中复苏”，她称，疫情是“极其、极其不寻常的冲击。”</p>\n<p>5、IMF：欧洲央行在2022年应加强非危机刺激措施</p>\n<p>国际货币基金组织（IMF）认为，欧元区明年结束疫情紧急购买计划时，可能需要加强他们的非危机量化宽松措施。</p>\n<p>“鉴于疫情紧急购买计划的额度将于2022年初耗尽，欧洲央行可能需要增加其他资产购买计划，以帮助实现中期通胀目标，”IMF在周三发布的报告中说。</p>\n<p>6、美联储理事夸尔斯:明年通胀上行风险很大</p>\n<p>美联储理事夸尔斯：明年通胀可能大幅下降，但上行风险“很大”。如果明年通胀没有消退，或者如果预期变得不稳定，美联储的工具可以降低通胀。2021年剩余时间以及2022年的美国经济都将强劲增长。</p>\n<p>7、白宫发布针对5-11岁儿童的疫苗接种计划以挽救拜登支持率</p>\n<p>美国白宫周三（10月20日）公布的声明表示，已为所有5至11岁的儿童订购足量的疫苗，一旦监管机构授权，将立即开始推广接种。此举或为了挽救拜登灾难性的支持率。</p>\n<p>8、EIA：美国上周EIA原油库存意外录得减少43.1万桶</p>\n<p>EIA报告显示，除却战略储备的商业原油库存减少43.1万桶至4.265亿桶，减少0.1%。上周美国国内原油产量减少10万桶至1130万桶/日。上周美国原油出口增加54.6万桶/日至306万桶/日，为2021年8月13日当周以来最高。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2177431965\" target=\"_blank\">特斯拉连续九季盈利，三季度营收和利润均新高，盘后一度跌超1%</a></p>\n<p>10月20日周三美股盘后，电动汽车巨头特斯拉公布了今年第三季度财报。特斯拉连续九季盈利，营收和净利润均创新高，投资比特币再损失5100万美元。盘后先涨0.5%随后一度转跌超1%。</p>\n<p>财报显示，特斯拉三季度营收137.6亿美元，同比增57%，财经媒体CNBC称其为公司纪录最高，此前一部分分析师预期139.1亿美元，金融数据供应商Refinitiv统计的市场预期则为136.3亿美元。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2177436151\" target=\"_blank\">传PayPal有意收购社交媒体公司Pinterest 后者股价飙升并两度停牌</a></p>\n<p>社交媒体公司Pinterest周三股价一度飙升近17%，并两度停牌，此前有报道称支付巨头PayPal正在考虑将其收购。</p>\n<p>媒体援引知情人士的话报道称，PayPal最近就一项潜在交易与Pinterest取得了联系。知情人士称，Paypal提出以每股70美元的价格收购Pinterest，但最终价格和条款可能会改变。Paypal希望在11月8日公布季度财报时谈判成功并正式宣布该交易。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2177328044\" target=\"_blank\">IBMQ3营收不及预期，净利润同比下降33.5%</a></p>\n<p>周三美股盘后，$IBM(<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$公布了2021年第三季度财务业绩。财报显示，该公司Q3营收176.18亿美元，低于市场预期的177.7亿美元，上年同期为175.60亿美元;净利润11.30亿美元，上年同期为16.98亿美元，同比下降33.5%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2176438007\" target=\"_blank\">美光科技披露1500亿美元投资计划 呼吁政府尽快确定产业补贴政策</a></p>\n<p>在市场早已习惯半导体行业巨头动辄挥舞数百亿钞票高喊把握景气周期的当下，美光科技将这个标准提高到了千亿美元级别。</p>\n<p>当地时间周三，全球存储芯片巨头发布公告称，公司计划将在未来十年里投资超过1500亿美元用于先进记忆芯片的生产和研发，包括潜在扩大晶圆厂产能的计划。目前美光科技的生产和研发网络遍布全球13个地区，总共拥有4.7万专利。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2176200484\" target=\"_blank\">定位元宇宙 脸书或更名</a></p>\n<p>新华社北京10月20日电，美国媒体19日报道，美国脸书公司或于下周更名，以反映未来趋势，从社交媒体公司发展为元宇宙公司。</p>\n<p>脸书首席执行官马克·扎克伯格积极倡导打造元宇宙——一种基于虚拟现实技术的新型虚实相融互联网平台。他7月接受媒体采访时表示，脸书数年内将从“一家社交媒体公司变成一家元宇宙公司”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"CAN":"嘉楠科技",".IXIC":"NASDAQ Composite","SCO":"二倍做空彭博原油指数ETF","UCO":"二倍做多彭博原油ETF","EBON":"亿邦国际",".SPX":"S&P 500 Index","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF","DUG":"二倍做空石油与天然气ETF(ProShares)",".DJI":"道琼斯","USO":"美国原油ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186133749","content_text":"摘要：①周三美股收盘涨跌不一，道指涨0.43%，纳指跌0.05%，标普500涨0.37%；②比特币突破66000美元，创历史最高价；③美联储褐皮书：经济活动适度到温和增长，多数地区物价显著上涨。\n\n海外市场\n1、美股收盘涨跌不一：标普6连涨 道指涨0.43%盘中创新高\n优异的三季报继续提振投资者的情绪，三大股指仅纳指微跌，道指盘中一度触及历史高点，标普500指数连续第六个交易日收涨，距离历史高点不到0.2%。美联储褐皮书显示，经济活动以“缓和至温和”的速度增长，但劳动力与供应链紧张遏制了经济增长，承认通胀居高不下。\n截至收盘，道琼斯指数涨0.43%，盘中创历史新高，标普500指数涨0.37%，纳斯达克指数跌0.05%。\n2、热门中概股周三收盘多数上扬 嘉楠科技涨18%\n热门中概股周三收盘多数上扬，区块链概念股走高，嘉楠科技涨18%。\n和信贷飙升逾98%，贝壳涨近6%，哔哩哔哩涨超2%，拼多多、网易有道、爱奇艺涨近2%，百度、新东方涨超1%，网易涨近1%。水滴公司跌超5%，红黄蓝跌超3%，金山云跌超1%。\n3、欧洲主要股指小幅收涨 德国DAX30指数涨0.02%\n随着第三季度财报季的展开，投资者对供应链问题和劳动力短缺导致的成本上升感到担忧，尤其是在全球各国央行都计划撤回刺激措施的情况下。欧洲主要股指小幅收涨，德国DAX30指数涨0.02%，英国富时100指数涨0.06%，法国CAC40指数涨0.54%，欧洲斯托克50指数涨0.12%。\n4、美原期货周三收高 美油库存意外下降提振油价上涨\n美国能源信息署（EIA）报告显示上周原油库存减少40万桶，使许多人对原油库存将会增加的预期落空。\n最终，纽约商品交易所11月交割的西德州中质原油（WTI）期货价格上涨91美分，涨幅1.1%，收于每桶83.87美元，创2014年10月13日以来的最高收盘价。11月WTI原油期货在周三收盘后到期，新的即期期货——12月WTI原油上涨98美分，涨幅1.2%，收于每桶83.42美元。\n5、黄金期货周三收高0.8% 通胀上涨提振需求\n对通胀压力上升的担忧推动金价上涨，但美国国债收益率走强使金价涨幅受到限制。最终，纽约商品交易所12月交割的黄金期货价格上涨14.40美元，涨幅0.8%，收于每盎司1784.90美元，创10月14日以来的最高收盘价。\n6、比特币突破66000美元，创历史最高价\n10月20日晚间，比特币价格小幅提升，一举突破2021年4月11日创下的历史最高点64843美元，触及66000美元，日内涨幅5.64%。近日通过美国SEC审批的首个比特币期货ETF成为基本面的利好消息。\n国际宏观\n1、美联储褐皮书：经济活动适度到温和增长 多数地区物价显著上涨\n周三发布的美联储褐皮书调查报告称，美国经济活动在9月和10月初以“适度到温和”的速度增长。受商品和原材料需求上升的推动，大多数地区的物价显著上涨。\n2、疫情阴影挥之不去 美国假日季在线消费增幅或创8年新低\n由于产品短缺、价格上涨和与新冠疫情相关的不确定性挥之不去，美国假日季在线消费预计将以至少八年来最慢的速度增长。Adobe Analytics预计，今年11月和12月的在线销售额将平均增长10%，至2070亿美元，而去年增幅为创纪录的33%。\n3、美联储理事Quarles敦促11月减码债券收购 对通胀发出警告\n美联储理事Randal Quarles表示，他赞成下个月开始放慢货币刺激措施，并表示对可能需要做出政策应对的通胀压力扩大感到担忧。\n“我会支持我们在11月会议上决定开始减少资产购买，”他在为周三在洛杉矶举行的Milken Institute会议上的演讲准备的讲话中表示。他所指的购买计划是美联储目前每月1，200亿美元的债券购买计划。\n4、美财长耶伦：美国明年有望按计划实现充分就业\n美国财政部长珍妮特·耶伦表示，尽管就业步伐放缓，但她仍然预计美国经济“明年”将恢复充分就业。\n“劳动力市场在很多方面都非常紧张，”耶伦周三上午接受MSNBC电视采访时表示。“经济仍在从疫情中复苏”，她称，疫情是“极其、极其不寻常的冲击。”\n5、IMF：欧洲央行在2022年应加强非危机刺激措施\n国际货币基金组织（IMF）认为，欧元区明年结束疫情紧急购买计划时，可能需要加强他们的非危机量化宽松措施。\n“鉴于疫情紧急购买计划的额度将于2022年初耗尽，欧洲央行可能需要增加其他资产购买计划，以帮助实现中期通胀目标，”IMF在周三发布的报告中说。\n6、美联储理事夸尔斯:明年通胀上行风险很大\n美联储理事夸尔斯：明年通胀可能大幅下降，但上行风险“很大”。如果明年通胀没有消退，或者如果预期变得不稳定，美联储的工具可以降低通胀。2021年剩余时间以及2022年的美国经济都将强劲增长。\n7、白宫发布针对5-11岁儿童的疫苗接种计划以挽救拜登支持率\n美国白宫周三（10月20日）公布的声明表示，已为所有5至11岁的儿童订购足量的疫苗，一旦监管机构授权，将立即开始推广接种。此举或为了挽救拜登灾难性的支持率。\n8、EIA：美国上周EIA原油库存意外录得减少43.1万桶\nEIA报告显示，除却战略储备的商业原油库存减少43.1万桶至4.265亿桶，减少0.1%。上周美国国内原油产量减少10万桶至1130万桶/日。上周美国原油出口增加54.6万桶/日至306万桶/日，为2021年8月13日当周以来最高。\n公司新闻\n1、特斯拉连续九季盈利，三季度营收和利润均新高，盘后一度跌超1%\n10月20日周三美股盘后，电动汽车巨头特斯拉公布了今年第三季度财报。特斯拉连续九季盈利，营收和净利润均创新高，投资比特币再损失5100万美元。盘后先涨0.5%随后一度转跌超1%。\n财报显示，特斯拉三季度营收137.6亿美元，同比增57%，财经媒体CNBC称其为公司纪录最高，此前一部分分析师预期139.1亿美元，金融数据供应商Refinitiv统计的市场预期则为136.3亿美元。\n2、传PayPal有意收购社交媒体公司Pinterest 后者股价飙升并两度停牌\n社交媒体公司Pinterest周三股价一度飙升近17%，并两度停牌，此前有报道称支付巨头PayPal正在考虑将其收购。\n媒体援引知情人士的话报道称，PayPal最近就一项潜在交易与Pinterest取得了联系。知情人士称，Paypal提出以每股70美元的价格收购Pinterest，但最终价格和条款可能会改变。Paypal希望在11月8日公布季度财报时谈判成功并正式宣布该交易。\n3、IBMQ3营收不及预期，净利润同比下降33.5%\n周三美股盘后，$IBM(IBM)$公布了2021年第三季度财务业绩。财报显示，该公司Q3营收176.18亿美元，低于市场预期的177.7亿美元，上年同期为175.60亿美元;净利润11.30亿美元，上年同期为16.98亿美元，同比下降33.5%。\n4、美光科技披露1500亿美元投资计划 呼吁政府尽快确定产业补贴政策\n在市场早已习惯半导体行业巨头动辄挥舞数百亿钞票高喊把握景气周期的当下，美光科技将这个标准提高到了千亿美元级别。\n当地时间周三，全球存储芯片巨头发布公告称，公司计划将在未来十年里投资超过1500亿美元用于先进记忆芯片的生产和研发，包括潜在扩大晶圆厂产能的计划。目前美光科技的生产和研发网络遍布全球13个地区，总共拥有4.7万专利。\n5、定位元宇宙 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19:14","market":"sh","language":"zh","title":"贵州茅台上半年净利润246.54亿元，同比增长9.08%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132847062","media":"老虎资讯综合","summary":"7月30日讯，贵州茅台披露半年报，公司实现营业收入490.87亿元，同比增长11.68%；实现净利润246.54亿元，同比增长9.08%；上半年基本每股收益19.63元，同比增长9.08%；稀释每股收","content":"<p>7月30日讯，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>披露半年报，公司实现营业收入490.87亿元，同比增长11.68%；实现净利润246.54亿元，同比增长9.08%；上半年基本每股收益19.63元，同比增长9.08%；稀释每股收益19.63元，同比增长9.08%。</p>\n<p><img src=\"https://static.tigerbbs.com/40891733dc04b9198de54f157199d465\" tg-width=\"613\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p>\n<p>报告期内，公司完成基酒产量5.03万吨，其中茅台酒基酒产量3.78万吨、系列酒基酒产量1.25万吨。</p>\n<p>销售来看，按产品档次茅台酒销售额429.5亿元，系列酒销售额60.6亿元；按渠道直销销售额95.0亿元，批发代理销售额395.1亿元；按地区分布国内销售额478.1亿元，国外12.0亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/1b4f13320433927b451f8ce130941d41\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"></p>\n<p>从经销商来看，国内目前有2096个经销商，报告期增加62个，减少12个；国外有104个经销商。</p>\n<p><img src=\"https://static.tigerbbs.com/9651583b9b01c5fa4939964c5895c3bb\" tg-width=\"610\" tg-height=\"105\" referrerpolicy=\"no-referrer\"></p>\n<p>贵州茅台中报显示，张坤掌舵的易方达蓝筹精选混合型证券投资基金退出前十大股东行列，招商中证白酒指数分级证券投资基金新晋前十大股东。</p>\n<p><img src=\"https://static.tigerbbs.com/b6fce08f49ebffdc90ceb69cd02573c7\" tg-width=\"841\" tg-height=\"498\" 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>贵州茅台上半年净利润246.54亿元，同比增长9.08%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贵州茅台上半年净利润246.54亿元，同比增长9.08%\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\">2021-07-30 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月30日讯，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>披露半年报，公司实现营业收入490.87亿元，同比增长11.68%；实现净利润246.54亿元，同比增长9.08%；上半年基本每股收益19.63元，同比增长9.08%；稀释每股收益19.63元，同比增长9.08%。</p>\n<p><img src=\"https://static.tigerbbs.com/40891733dc04b9198de54f157199d465\" tg-width=\"613\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p>\n<p>报告期内，公司完成基酒产量5.03万吨，其中茅台酒基酒产量3.78万吨、系列酒基酒产量1.25万吨。</p>\n<p>销售来看，按产品档次茅台酒销售额429.5亿元，系列酒销售额60.6亿元；按渠道直销销售额95.0亿元，批发代理销售额395.1亿元；按地区分布国内销售额478.1亿元，国外12.0亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/1b4f13320433927b451f8ce130941d41\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"></p>\n<p>从经销商来看，国内目前有2096个经销商，报告期增加62个，减少12个；国外有104个经销商。</p>\n<p><img src=\"https://static.tigerbbs.com/9651583b9b01c5fa4939964c5895c3bb\" tg-width=\"610\" tg-height=\"105\" referrerpolicy=\"no-referrer\"></p>\n<p>贵州茅台中报显示，张坤掌舵的易方达蓝筹精选混合型证券投资基金退出前十大股东行列，招商中证白酒指数分级证券投资基金新晋前十大股东。</p>\n<p><img src=\"https://static.tigerbbs.com/b6fce08f49ebffdc90ceb69cd02573c7\" tg-width=\"841\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132847062","content_text":"7月30日讯，贵州茅台披露半年报，公司实现营业收入490.87亿元，同比增长11.68%；实现净利润246.54亿元，同比增长9.08%；上半年基本每股收益19.63元，同比增长9.08%；稀释每股收益19.63元，同比增长9.08%。\n\n报告期内，公司完成基酒产量5.03万吨，其中茅台酒基酒产量3.78万吨、系列酒基酒产量1.25万吨。\n销售来看，按产品档次茅台酒销售额429.5亿元，系列酒销售额60.6亿元；按渠道直销销售额95.0亿元，批发代理销售额395.1亿元；按地区分布国内销售额478.1亿元，国外12.0亿元。\n\n从经销商来看，国内目前有2096个经销商，报告期增加62个，减少12个；国外有104个经销商。\n\n贵州茅台中报显示，张坤掌舵的易方达蓝筹精选混合型证券投资基金退出前十大股东行列，招商中证白酒指数分级证券投资基金新晋前十大股东。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808945146,"gmtCreate":1627553584985,"gmtModify":1627553584985,"author":{"id":"4089184872488630","authorId":"4089184872488630","name":"赵鲜生","avatar":"https://static.tigerbbs.com/4b099e0e6d434b5c6c44b4dd34dc3641","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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付鹏的财经世界","summary":"和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同","content":"<p>和外部一些投资机构电话交流后的记录：</p>\n<p>DIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；</p>\n<p>对于教育类中概股的冲击，谈不上是完全没有预期，如果说完全没有预期，要么是中国政策的推出是完全没有征兆的突发的，要么就是投资机构自己内部的Risk管理不到位，中国对于教育类企业的政策在过去的一年里已经是不断地加码的，最近风口浪尖上的新政策，都不是突发性的，基本都是循循渐进有迹可循的；</p>\n<p>对于市场中参与的资金来讲，他的一个大问题是要么完全前期就忽略了这个风险，但我觉得这个对于比较大的资金来说，这种风控失误完全忽略风险的可能性很小，事实上你从这些中概股二级市场表现也能看出来，资金在过去的半年都是在不断的减持的，也就是说，肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓；</p>\n<p>这一点在Q1季度一些资金机构透漏出了的点滴信息来看，也是吻合的，基本上都已经在对于政策作出相应的风控调仓；</p>\n<p>现在的情况其实谈不上媒体所说的国内政策突袭，资本开始不信任等这些因素，现在的调仓的底层逻辑和之前的底层逻辑是不太一样的；</p>\n<p>之前呢，资金认为中国一系列针对互联网垄断，房地产，教育，医疗，甚至是可能的医美，娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压，从资金角度来看这些从严的政策本质上可能会影响到企业的营收，增长性等，但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层，基于这个逻辑，那么早期随着中国政策一点点出台，对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估，但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话，那么你的二级市场定价模式还能延用之前的吗？真的只是做一个简单的修正么？”</p>\n<p>此次教育双减的细节内容让资金们无法淡定的核心，就是这个问题，随着最近的政策不断的深化和完善以后，越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些，深思的是中国是不是玩真的了？如果是玩真的，那核心的问题是，这种假设条件下延申的重要考量就是：整个商业模式的本质是否需要重新审视了？</p>\n<p>如果这个答案是yes的话，那么中概股的调整更重要的是在于，这不是一个简单减仓，他可能要对这一类的资产的定价方式要做一个重要的转变（从一级市场到二级市场），商业模式如果发生巨大的变化了，那整个估值和市值的定价方式就完全是不同的，如果只是一个政策的冲击，你冲击的可能是对盈利的判断，但这个还都在正常的逻辑下，但是如果你的整个商业模式都发生重大的变化了，那你可能甚至是说，整个商业模式在中国的政策目标里未来都转向一个公共服务类，甚至带有一定这个这个公益性质的行业的话，那这可不是一个简单的光盈利预期下修的问题；</p>\n<p>所以，这几天的剧烈下跌，无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应，这和前面的下跌，本质上的原因是有着完全不同的考量，虽然都是风控减仓，但内核是完全不同的；</p>\n<p>对中国目前来讲，穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；</p>","source":"fpdcjsj","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>价值重塑：中概股的估值体系可能会发生变化</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n价值重塑：中概股的估值体系可能会发生变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ><strong> 付鹏的财经世界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；\n对于教育类中概股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"DIDI":"滴滴(已退市)","EDU":"新东方"},"source_url":"https://mp.weixin.qq.com/s/4Prkn7NaAzDRzembCzF0TQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154964430","content_text":"和外部一些投资机构电话交流后的记录：\nDIDI的事件确实是比较的突然，这个准备是不足的，但对于海外二级市场资金的影响远不如对于那些一级市场的初始参与者以及风投资金影响更大，当然海外的一些资金也比较认同的就是，中国在DIDI上市后很短的时间里立刻就宣布重大政策，也某种角度上减少了对于二级市场参与机构和资金的潜在风险，如果DIDI上市一年后再忽然来这么一出，那可能影响就真的比较大了；\n对于教育类中概股的冲击，谈不上是完全没有预期，如果说完全没有预期，要么是中国政策的推出是完全没有征兆的突发的，要么就是投资机构自己内部的Risk管理不到位，中国对于教育类企业的政策在过去的一年里已经是不断地加码的，最近风口浪尖上的新政策，都不是突发性的，基本都是循循渐进有迹可循的；\n对于市场中参与的资金来讲，他的一个大问题是要么完全前期就忽略了这个风险，但我觉得这个对于比较大的资金来说，这种风控失误完全忽略风险的可能性很小，事实上你从这些中概股二级市场表现也能看出来，资金在过去的半年都是在不断的减持的，也就是说，肯定是早就考虑过政策的风险并且按照公司的要求不断地进行着降低头寸的减仓；\n这一点在Q1季度一些资金机构透漏出了的点滴信息来看，也是吻合的，基本上都已经在对于政策作出相应的风控调仓；\n现在的情况其实谈不上媒体所说的国内政策突袭，资本开始不信任等这些因素，现在的调仓的底层逻辑和之前的底层逻辑是不太一样的；\n之前呢，资金认为中国一系列针对互联网垄断，房地产，教育，医疗，甚至是可能的医美，娱乐等政策出台的一系列的管理趋近的政策可能只是一个短暂的打压，从资金角度来看这些从严的政策本质上可能会影响到企业的营收，增长性等，但是也判断中方政策本质并不会真的破坏所谓的背后商业模式底层，基于这个逻辑，那么早期随着中国政策一点点出台，对应市场上的减仓降头还真是一点点的评估可能带来的盈利和增长的影响预估，但都并不真正的去考虑“如果最终整个商业模式的本质都发生变化的话，那么你的二级市场定价模式还能延用之前的吗？真的只是做一个简单的修正么？”\n此次教育双减的细节内容让资金们无法淡定的核心，就是这个问题，随着最近的政策不断的深化和完善以后，越来越多的资金开始深思的并不是推特上那种抱怨政策透明、对政策不信任等这些，深思的是中国是不是玩真的了？如果是玩真的，那核心的问题是，这种假设条件下延申的重要考量就是：整个商业模式的本质是否需要重新审视了？\n如果这个答案是yes的话，那么中概股的调整更重要的是在于，这不是一个简单减仓，他可能要对这一类的资产的定价方式要做一个重要的转变（从一级市场到二级市场），商业模式如果发生巨大的变化了，那整个估值和市值的定价方式就完全是不同的，如果只是一个政策的冲击，你冲击的可能是对盈利的判断，但这个还都在正常的逻辑下，但是如果你的整个商业模式都发生重大的变化了，那你可能甚至是说，整个商业模式在中国的政策目标里未来都转向一个公共服务类，甚至带有一定这个这个公益性质的行业的话，那这可不是一个简单的光盈利预期下修的问题；\n所以，这几天的剧烈下跌，无论是中概股还是港股市场的这些投资者在快速的做出重新的定价和反应，这和前面的下跌，本质上的原因是有着完全不同的考量，虽然都是风控减仓，但内核是完全不同的；\n对中国目前来讲，穿透过去资金已经迅速的接受并认定了国内政策的本质就是要对这些行业进行一个value remodeling，那这样的话，很多的支撑之前估值、市值的商业模式是要发生根本变化的，所以对于资金来说，现在是完全要对这些已经甚至是可能未来受到中国政策影响的公司要进行重新的估值体系的定价；","news_type":1},"isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806616059,"gmtCreate":1627653287371,"gmtModify":1627653287371,"author":{"id":"4089184872488630","authorId":"4089184872488630","name":"赵鲜生","avatar":"https://static.tigerbbs.com/4b099e0e6d434b5c6c44b4dd34dc3641","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买股票就是买稀有的，而且还是文化传承的，可以自己没有这么多资金去买[流泪]&nbsp;","listText":"买股票就是买稀有的，而且还是文化传承的，可以自己没有这么多资金去买[流泪]&nbsp;","text":"买股票就是买稀有的，而且还是文化传承的，可以自己没有这么多资金去买[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806616059","repostId":"1132847062","repostType":4,"isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174020341,"gmtCreate":1627053167883,"gmtModify":1627053167883,"author":{"id":"4089184872488630","authorId":"4089184872488630","name":"赵鲜生","avatar":"https://static.tigerbbs.com/4b099e0e6d434b5c6c44b4dd34dc3641","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>落袋为安","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>落袋为安","text":"$Faraday Future(FFIE)$落袋为安","images":[{"img":"https://static.tigerbbs.com/7f4bfb55525de9e61374e9121a76e44b","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174020341","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895586367,"gmtCreate":1628756815259,"gmtModify":1628756815259,"author":{"id":"4089184872488630","authorId":"4089184872488630","name":"赵鲜生","avatar":"https://static.tigerbbs.com/4b099e0e6d434b5c6c44b4dd34dc3641","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"一开始就叫打新手续费都赔了，现在还给这么高，估计这波有得跌了","listText":"一开始就叫打新手续费都赔了，现在还给这么高，估计这波有得跌了","text":"一开始就叫打新手续费都赔了，现在还给这么高，估计这波有得跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895586367","repostId":"2158230451","repostType":2,"repost":{"id":"2158230451","pubTimestamp":1628748480,"share":"https://www.laohu8.com/m/news/2158230451?lang=&edition=full","pubTime":"2021-08-12 14:08","market":"us","language":"zh","title":"高盛：给予理想汽车(02015.HK)买进的初始评级 目标价240港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2158230451","media":"智通财经网","summary":"高盛：给予理想汽车(02015.HK)买进的初始评级，目标价240港元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.02015&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<span><a href=\"https://laohu8.com/S/GS\">高盛</a></span><span></span>：给予<span><a href=\"https://laohu8.com/S/LI\">理想汽车</a></span><span></span>(02015.HK)买进的初始评级，目标价240港元。 </p><p>（文章来源：智通财经网）</p>\n</div></body></html>","source":"stock_eastmoney","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高盛：给予理想汽车(02015.HK)买进的初始评级 目标价240港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 14:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/a/202108122043180142.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛：给予理想汽车(02015.HK)买进的初始评级，目标价240港元。 （文章来源：智通财经网）</p>\n\n<a href=\"http://hk.eastmoney.com/a/202108122043180142.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/c4a03a5ae5cfc1aad727ce9e6d2b27bb","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"http://hk.eastmoney.com/a/202108122043180142.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158230451","content_text":"高盛：给予理想汽车(02015.HK)买进的初始评级，目标价240港元。 （文章来源：智通财经网）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175215752,"gmtCreate":1627034170076,"gmtModify":1627034170076,"author":{"id":"4089184872488630","authorId":"4089184872488630","name":"赵鲜生","avatar":"https://static.tigerbbs.com/4b099e0e6d434b5c6c44b4dd34dc3641","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>[开心]&nbsp;","listText":"<a 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