白白玻璃菜的个人主页 - 老虎社区

白白玻璃菜

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白白玻璃菜

2021-11-27

$老虎证券(TIGR)$怎么可以垃圾成这样[流泪]

白白玻璃菜

2021-10-10

感谢分享

9月非农爆冷，会影响美联储11月taper吗?

白白玻璃菜

2021-08-02

Like[微笑]

Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week

白白玻璃菜

2021-07-21

[财迷]

Wall Street bounces back on renewed economic optimism

白白玻璃菜

2021-10-28

$老虎证券(TIGR)$失望透顶[正经] 不再支持了

白白玻璃菜

2021-10-19

感谢分享

下一个十年，为何要关注东南亚？

白白玻璃菜

2021-09-21

好

提醒：中秋节休市安排来了！港股22日休市

白白玻璃菜

2021-07-31

5000 year[傲娇]

BofA Says Interest Rates Are at 5,000-Year Low

白白玻璃菜

2021-08-07

Omg upupup[流泪]

EV stocks fell in morning trading

白白玻璃菜

2021-07-16

[财迷] [财迷]

抱歉，原内容已删除

白白玻璃菜

2021-10-14

感谢分享

提醒：重阳节临近，港股10月14日休市

白白玻璃菜

2021-09-21

好的

抱歉，原内容已删除

白白玻璃菜

2021-08-27

[微笑]

抱歉，原内容已删除

白白玻璃菜

2021-08-04

的却[真香]

抱歉，原内容已删除

白白玻璃菜

2021-07-30

那第一是谁[微笑]

雷军：小米手机销量超越了苹果，首次晋升全球第二

白白玻璃菜

2021-07-28

$老虎证券(TIGR)$[流泪] [流泪] [流泪]

白白玻璃菜

2021-10-27

感谢分享

@CY_Ng:$Alibaba(09988)$阿里巴巴从底部已反弹了15%，已经过了低部了吗? 可以再加仓吗?

白白玻璃菜

2021-10-14

感谢分享

抱歉，原内容已删除

白白玻璃菜

2021-10-13

感谢分享

抱歉，原内容已删除

白白玻璃菜

2021-10-13

感谢分享

抱歉，原内容已删除

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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>怎么可以垃圾成这样[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>怎么可以垃圾成这样[流泪]&nbsp;","text":"$老虎证券(TIGR)$怎么可以垃圾成这样[流泪]","images":[{"img":"https://static.tigerbbs.com/a1d57809dc019c33f4d72c830f2ac708","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877793779","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854152847,"gmtCreate":1635429518812,"gmtModify":1635429798854,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>失望透顶[正经]&nbsp;不再支持了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>失望透顶[正经]&nbsp;不再支持了","text":"$老虎证券(TIGR)$失望透顶[正经] 不再支持了","images":[{"img":"https://static.tigerbbs.com/b1871e0a3a4202bac06ee6b89180191a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854152847","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":852256758,"gmtCreate":1635286927699,"gmtModify":1635286927871,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852256758","repostId":"858479876","repostType":1,"repost":{"id":858479876,"gmtCreate":1635119212478,"gmtModify":1635122089303,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>阿里巴巴从底部已反弹了15%，已经过了低部了吗? 可以再加仓吗?","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>阿里巴巴从底部已反弹了15%，已经过了低部了吗? 可以再加仓吗?","text":"$Alibaba(09988)$阿里巴巴从底部已反弹了15%，已经过了低部了吗? 可以再加仓吗?","images":[{"img":"https://static.tigerbbs.com/6d7b383a92137a62ae44853a0bf46489","width":"1440","height":"3940"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858479876","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850683425,"gmtCreate":1634596100248,"gmtModify":1634596100369,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850683425","repostId":"1117683206","repostType":4,"repost":{"id":"1117683206","pubTimestamp":1634552025,"share":"https://www.laohu8.com/m/news/1117683206?lang=&edition=full","pubTime":"2021-10-18 18:13","market":"other","language":"zh","title":"下一个十年，为何要关注东南亚？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117683206","media":"经济学人全球商...","summary":"过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注。","content":"<p><img src=\"https://static.tigerbbs.com/0ed4f87fe6914891a6b5d165b78bdad0\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注，但一个容易被忽略的事实是：行事低调的日本在东南亚地区的基建投资还要超过中国，并在新冠以来扩大了领先优势。尽管日本一直不愿意将自己追逐大型基建项目说成是与中国竞争，但显然不难看出其在战略上的变化，尤其是安倍执政期间。</p>\n<p>在东南亚的商业活动即使还不能贡献大份额收入，也可以帮助探索如何在海外经营。这里的环境既熟悉（有几千万人说中文，而且往往是商业的主力军）又多样（覆盖不同司法管辖区和各种收入阶层）。以往，亚洲企业一直把该地区作为征战全球的中转站。现在，中国的企业巨头会很乐意探索。面对更严格反垄断监管的科技业正在将目光瞄准东南亚——近七亿人口和迅猛增长的数字经济，特别是去年增长超过50%的云计算市场是一块潜力无限的沃土，随着中国加大投入，它不会成为亚马逊AWS的囊中之物。</p>\n<p>新冠爆发以来，越南的经济表现成为亮点，如今最严重的一轮疫情令越南举步维艰并扰乱了全球供应链。即使如此，与全球制造业的融合使越南经济在疫情期间保持了繁荣。2020年尽管大多数国家都经历了深度衰退，越南GDP却增长了2.9%。虽然最近疫情爆发，但今年的增速可能还会更快。世界银行于8月24日发布的最新预测认为它在2021年将增长4.8%。越南成功的秘诀是什么？增长又能否持续？</p>\n<p>海外华人与家族企业的故事也很重要。新冠带来的全球化放缓与区域化升级令东南亚华人的商业帝国与祖国间的纽带强化。泰国华人谢易初创立的正大集团就是一个颇具代表性的案例。尽管华裔在东南亚约6.5亿人口中的占比不到10％，他们却在该地区3万亿美元的经济中呼风唤雨。去年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。未来会怎么走？中国与东南亚资金与人员的密集流动仍将继续，区域的未来需要持续关注。</p>\n<p><b>01</b></p>\n<p><b>越南成为全球疫后增长亮点</b></p>\n<p>对贸易和投资的开放使这个人均GDP仅2800美元的国家成为了供应链中的重要一环。这反过来又推动了显著的扩张。在过去的30年里，它一直是世界上增长最快的五个国家之一，远超邻国（见图1）。这一履历的特点不是在许多其他前沿市场出现的那种起起落落，而是稳定增长。政府的计划甚至更为宏伟，希望越南到2045年成为高收入国家，而这项任务需要它以每年7%的速度增长。越南成功的秘诀是什么？它能否持续下去？</p>\n<p><img src=\"https://static.tigerbbs.com/d509442d8adbef8e79d35f1ba5f59dd8\" tg-width=\"667\" tg-height=\"690\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在1990年代或2000年代初期，越南经常被拿来与中国相比较，这不无道理。但两国也有很大的不同。首先，即使将越南描述为出口密集型也不足以体现它在国外的销售量。该国货物贸易额超过了GDP的200%。除了资源最丰富的国家或以海上贸易为主的城市国家之外，很少有经济体在当下或曾经有如此密集的贸易。</p>\n<p>越南与中国的不同之处不仅仅在于出口水平，还有出口商的性质。事实上，它与全球供应链的深厚连结和高水平的外国投资使它看起来更像新加坡。自1990年以来，越南每年平均获得的外国直接投资流入量相当于GDP的6%，是全球水平的两倍多——而且远远超过中国或韩国在任何一段持续时期内达到的记录。随着东亚其他地区的发展和工资上涨，越南低廉的劳动力成本和稳定的汇率吸引了全球制造商。这推动了一轮出口繁荣。但是，外国和本国公司之间不断扩大的差距如今正在形成新的问题。</p>\n<p><b>02</b></p>\n<p><b>老挝与中国经济特区</b></p>\n<p><img src=\"https://static.tigerbbs.com/066e074405e4c68608b156ab769a7663\" tg-width=\"768\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>2018年，中国投资占老挝外国直接投资的近80%。中国投资的一部分正沿着传统路线流向曼德勒（Mandalay）等地，这座缅甸城市有历史悠久的华人社区。但大部分资金正涌入“经济特区”，以利用各种激励措施，如审批更快、税收或关税减免、对商品和资本流动管制的放松。</p>\n<p>中国从本世纪头几年开始鼓励企业展开海外投资。发展海外基础设施的宏大计划“一带一路”倡议加速了这一趋势。美国智库史汀生中心（Stimson Centre）的布莱恩·艾勒（Brian Eyler）表示，除铁路、公路和管道外，该倡议也推动经济特区这种“如今中国经济扩张的首选模式”。监管机构“泰国土地观察”（Land Watch Thai）的数据显示，在“一带一路”的旗帜下，已有160家中国企业向老挝经济特区投资了逾15亿美元。2016年至2018年间，中国仅在柬埔寨沿海城市西哈努克城（Sihanoukville）这一个经济特区就投资了10亿美元。</p>\n<p>中国的资本流向哪里，劳动力就流向哪里。在曼德勒，华人占总人口的比例从1983年的1%增至今天的30%到50%。在建立了经济特区的地方，这种转变更加急剧。2019年，西哈努克城所在省份的官员告诉《海峡时报》（Straits Times），之前两年该市华人激增至占总人口的近三分之一。中国移民的经济影响力也随着人数的增长而扩大。2017年的市场调查显示，曼德勒80%的酒店、超过70%的餐厅和45%的珠宝店都由华裔拥有和经营。</p>\n<p><b>03</b></p>\n<p><b>日本的东南亚投资：低调的巨人</b></p>\n<p><img src=\"https://static.tigerbbs.com/b15a2c49f44c9905079c2683022b1b60\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中国的海外金融版图引发了极大关注，但在东南亚的基建投资方面，日本仍然显著领先（见图表）。数据供应商惠誉（Fitch Solutions）的数据显示，日本在印尼、马来西亚、菲律宾、泰国和越南的未完工项目的总投资额为2590亿美元，而中国为1570亿美元。由于新冠疫情导致新建基础设施投资停滞，两国的投资额自2019年以来都有所下降，但日本的领先优势略有扩大。</p>\n<p><img src=\"https://static.tigerbbs.com/6f4b6ce5ff42d3bce34bb2e62daa151e\" tg-width=\"667\" tg-height=\"688\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>日本一直不愿意将自己追逐大型基建项目说成是与中国竞争。尽管如此，还是不难看出日本在战略上的变化，尤其是在前首相安倍晋三执政期间。2015年，安倍政府和亚洲开发银行以及其他投资者推出了“高质量基础设施合作伙伴关系”（PQI），承诺在之后的五年内提供1100亿美元的政府和民间资本用于东南亚的基础设施项目（虽然朝向这一目标的进展没有得到密切跟踪）。它反复强调“高质量”的弦外之音在这一地区并非无人意会。</p>\n<p>尽管日本不能像中国那样通过大型国有企业调动私人投资，但相比其他资本主义经济体，其私营部门与政府的关系要密切得多，因而能顺畅地合作。南加州大学的坚田沙织指出，在与中国争夺地区性基础设施项目的过程中，日本有点回到了为它带来二战后经济繁荣的公私部门无缝合作的战略老路上。相比全盛期的“铁三角”（政治上占主导地位的自民党、政府机构和日本财阀），这种合作关系要松泛得多。但对外贸易和投资中的重商主义传统还是显而易见的。</p>\n<p><b>04</b></p>\n<p><b>云计算巨头抢滩东南亚</b></p>\n<p><img src=\"https://static.tigerbbs.com/aafc47fde445d434d3ca7df3196ea76c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>海外市场占中国科技集团销售额的比例相对较小。去年，腾讯在中国大陆以外的收入约为50亿美元，不到总收入的8%。阿里巴巴的海外收入之少，甚至都懒得公布地区明细。但假如公布出来的话，没什么地方会比东南亚更引人注目。</p>\n<p>该地区有近七亿人口，数字经济增长迅速，关键是没有强硬的地缘政治主张。中国的科技巨头在投资了Lazada（阿里巴巴控股的电商企业）和Sea Group（腾讯持有23%股份）等东南亚的网络宠儿后，正在该地区更直接地拓展业务。去年，阿里巴巴在东南亚商业中心新加坡购入一栋50层摩天大楼一半的股权。腾讯和热门短视频应用抖音的未上市母公司字节跳动也在新加坡设立了“滩头堡”办事处，刮起一股本地招聘旋风。</p>\n<p>一个特别值得关注的机会是云计算。尽管东南亚的云计算市场总规模仍相对较小，每年不到20亿美元，但2020年该市场增长超过50%，而且没有放缓的迹象。而中国企业在这个越做越大的蛋糕中抢占到的份额也越来越大，主要是从美国电商帝国亚马逊的云计算部门AWS那里抢夺过来的。</p>\n<p>研究公司高德纳的数据显示，2020年，腾讯、阿里巴巴和私营电信巨头华为在东南亚和小型亚太经济体拥有22%的云计算市场份额，高于2019年的18%。今年，腾讯在印尼开设了首个数据中心，在泰国设立了第二个数据中心。6月，阿里巴巴表示将在菲律宾建立首个数据中心。</p>\n<p><b>05</b></p>\n<p><b>东南亚华人的商业帝国</b></p>\n<p><img src=\"https://static.tigerbbs.com/138b617bf8b40030276b067a49135d8b\" tg-width=\"768\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管华裔在东南亚约6.5亿人口中的占比不到10％，但他们却在该地区3万亿美元的经济中呼风唤雨。很多华裔因为家族与中国的渊源而繁荣发展，反过来中国也从中受益。新加坡前外交部长杨荣文说：“中国扶持他们，他们也扶持中国。”</p>\n<p>根据本刊对《福布斯》杂志数据的分析，2019年，东南亚亿万富翁总共3690亿美元的财富中超过四分之三由华人控制。很多华人生活在人口以华裔为主的富裕城市国家新加坡，但中南半岛、印度尼西亚、菲律宾等地也有很多华人（见图表）。</p>\n<p><img src=\"https://static.tigerbbs.com/0da43a2d01a9dbe8944887ad2e30e9c2\" tg-width=\"685\" tg-height=\"1917\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>马来西亚的郭鹤年掌管的帝国业务广泛，从白糖到香格里拉连锁酒店无所不包。在印尼，李氏家族的力宝集团活跃于银行、房地产和医疗领域。去年登上《福布斯》榜单的17位菲律宾亿万富翁有15位是华裔。由施家经营的SM集团在中国各地开有高档商场。缅甸太穷，培育不出亿万美元身家的富豪，但该国许多商界领袖都是华裔，例如涉足房地产到银行等多个领域的祐玛战略控股公司的潘继泽，还有主营基建和房地产的金山集团的李松枝。</p>\n<p>2020年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。全球化放缓加之西方的反华情绪都为华人和中国加强连接提供了动力。</p>","source":"lsy1634552425422","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>下一个十年，为何要关注东南亚？</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下一个十年，为何要关注东南亚？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 18:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/hicSdDlMNxwntaimIdVy0Q><strong>经济学人全球商...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注，但一个容易被忽略的事实是：行事低调的日本在东南亚地区的基建投资还要超过中国，并在新冠以来扩大了领先优势。尽管日本一直不愿意将自己追逐大型基建项目说成是与中国竞争，但显然不难看出其在战略上的变化，尤其是安倍执政期间。\n在东南亚的商业活动即使还不能贡献大份额收入，也可以帮助探索如何在海外经营。这里的环境既熟悉（有几千万人说中文，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/hicSdDlMNxwntaimIdVy0Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42c099c2eec60d728be27c16fb141ed7","relate_stocks":{"EWS":"新加坡ETF-iShares MSCI","00422":"越南制造加工出口","EWM":"马来西亚ETF-iShares MSCI"},"source_url":"https://mp.weixin.qq.com/s/hicSdDlMNxwntaimIdVy0Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117683206","content_text":"过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注，但一个容易被忽略的事实是：行事低调的日本在东南亚地区的基建投资还要超过中国，并在新冠以来扩大了领先优势。尽管日本一直不愿意将自己追逐大型基建项目说成是与中国竞争，但显然不难看出其在战略上的变化，尤其是安倍执政期间。\n在东南亚的商业活动即使还不能贡献大份额收入，也可以帮助探索如何在海外经营。这里的环境既熟悉（有几千万人说中文，而且往往是商业的主力军）又多样（覆盖不同司法管辖区和各种收入阶层）。以往，亚洲企业一直把该地区作为征战全球的中转站。现在，中国的企业巨头会很乐意探索。面对更严格反垄断监管的科技业正在将目光瞄准东南亚——近七亿人口和迅猛增长的数字经济，特别是去年增长超过50%的云计算市场是一块潜力无限的沃土，随着中国加大投入，它不会成为亚马逊AWS的囊中之物。\n新冠爆发以来，越南的经济表现成为亮点，如今最严重的一轮疫情令越南举步维艰并扰乱了全球供应链。即使如此，与全球制造业的融合使越南经济在疫情期间保持了繁荣。2020年尽管大多数国家都经历了深度衰退，越南GDP却增长了2.9%。虽然最近疫情爆发，但今年的增速可能还会更快。世界银行于8月24日发布的最新预测认为它在2021年将增长4.8%。越南成功的秘诀是什么？增长又能否持续？\n海外华人与家族企业的故事也很重要。新冠带来的全球化放缓与区域化升级令东南亚华人的商业帝国与祖国间的纽带强化。泰国华人谢易初创立的正大集团就是一个颇具代表性的案例。尽管华裔在东南亚约6.5亿人口中的占比不到10％，他们却在该地区3万亿美元的经济中呼风唤雨。去年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。未来会怎么走？中国与东南亚资金与人员的密集流动仍将继续，区域的未来需要持续关注。\n01\n越南成为全球疫后增长亮点\n对贸易和投资的开放使这个人均GDP仅2800美元的国家成为了供应链中的重要一环。这反过来又推动了显著的扩张。在过去的30年里，它一直是世界上增长最快的五个国家之一，远超邻国（见图1）。这一履历的特点不是在许多其他前沿市场出现的那种起起落落，而是稳定增长。政府的计划甚至更为宏伟，希望越南到2045年成为高收入国家，而这项任务需要它以每年7%的速度增长。越南成功的秘诀是什么？它能否持续下去？\n\n在1990年代或2000年代初期，越南经常被拿来与中国相比较，这不无道理。但两国也有很大的不同。首先，即使将越南描述为出口密集型也不足以体现它在国外的销售量。该国货物贸易额超过了GDP的200%。除了资源最丰富的国家或以海上贸易为主的城市国家之外，很少有经济体在当下或曾经有如此密集的贸易。\n越南与中国的不同之处不仅仅在于出口水平，还有出口商的性质。事实上，它与全球供应链的深厚连结和高水平的外国投资使它看起来更像新加坡。自1990年以来，越南每年平均获得的外国直接投资流入量相当于GDP的6%，是全球水平的两倍多——而且远远超过中国或韩国在任何一段持续时期内达到的记录。随着东亚其他地区的发展和工资上涨，越南低廉的劳动力成本和稳定的汇率吸引了全球制造商。这推动了一轮出口繁荣。但是，外国和本国公司之间不断扩大的差距如今正在形成新的问题。\n02\n老挝与中国经济特区\n\n2018年，中国投资占老挝外国直接投资的近80%。中国投资的一部分正沿着传统路线流向曼德勒（Mandalay）等地，这座缅甸城市有历史悠久的华人社区。但大部分资金正涌入“经济特区”，以利用各种激励措施，如审批更快、税收或关税减免、对商品和资本流动管制的放松。\n中国从本世纪头几年开始鼓励企业展开海外投资。发展海外基础设施的宏大计划“一带一路”倡议加速了这一趋势。美国智库史汀生中心（Stimson Centre）的布莱恩·艾勒（Brian Eyler）表示，除铁路、公路和管道外，该倡议也推动经济特区这种“如今中国经济扩张的首选模式”。监管机构“泰国土地观察”（Land Watch Thai）的数据显示，在“一带一路”的旗帜下，已有160家中国企业向老挝经济特区投资了逾15亿美元。2016年至2018年间，中国仅在柬埔寨沿海城市西哈努克城（Sihanoukville）这一个经济特区就投资了10亿美元。\n中国的资本流向哪里，劳动力就流向哪里。在曼德勒，华人占总人口的比例从1983年的1%增至今天的30%到50%。在建立了经济特区的地方，这种转变更加急剧。2019年，西哈努克城所在省份的官员告诉《海峡时报》（Straits Times），之前两年该市华人激增至占总人口的近三分之一。中国移民的经济影响力也随着人数的增长而扩大。2017年的市场调查显示，曼德勒80%的酒店、超过70%的餐厅和45%的珠宝店都由华裔拥有和经营。\n03\n日本的东南亚投资：低调的巨人\n\n中国的海外金融版图引发了极大关注，但在东南亚的基建投资方面，日本仍然显著领先（见图表）。数据供应商惠誉（Fitch Solutions）的数据显示，日本在印尼、马来西亚、菲律宾、泰国和越南的未完工项目的总投资额为2590亿美元，而中国为1570亿美元。由于新冠疫情导致新建基础设施投资停滞，两国的投资额自2019年以来都有所下降，但日本的领先优势略有扩大。\n\n日本一直不愿意将自己追逐大型基建项目说成是与中国竞争。尽管如此，还是不难看出日本在战略上的变化，尤其是在前首相安倍晋三执政期间。2015年，安倍政府和亚洲开发银行以及其他投资者推出了“高质量基础设施合作伙伴关系”（PQI），承诺在之后的五年内提供1100亿美元的政府和民间资本用于东南亚的基础设施项目（虽然朝向这一目标的进展没有得到密切跟踪）。它反复强调“高质量”的弦外之音在这一地区并非无人意会。\n尽管日本不能像中国那样通过大型国有企业调动私人投资，但相比其他资本主义经济体，其私营部门与政府的关系要密切得多，因而能顺畅地合作。南加州大学的坚田沙织指出，在与中国争夺地区性基础设施项目的过程中，日本有点回到了为它带来二战后经济繁荣的公私部门无缝合作的战略老路上。相比全盛期的“铁三角”（政治上占主导地位的自民党、政府机构和日本财阀），这种合作关系要松泛得多。但对外贸易和投资中的重商主义传统还是显而易见的。\n04\n云计算巨头抢滩东南亚\n\n海外市场占中国科技集团销售额的比例相对较小。去年，腾讯在中国大陆以外的收入约为50亿美元，不到总收入的8%。阿里巴巴的海外收入之少，甚至都懒得公布地区明细。但假如公布出来的话，没什么地方会比东南亚更引人注目。\n该地区有近七亿人口，数字经济增长迅速，关键是没有强硬的地缘政治主张。中国的科技巨头在投资了Lazada（阿里巴巴控股的电商企业）和Sea Group（腾讯持有23%股份）等东南亚的网络宠儿后，正在该地区更直接地拓展业务。去年，阿里巴巴在东南亚商业中心新加坡购入一栋50层摩天大楼一半的股权。腾讯和热门短视频应用抖音的未上市母公司字节跳动也在新加坡设立了“滩头堡”办事处，刮起一股本地招聘旋风。\n一个特别值得关注的机会是云计算。尽管东南亚的云计算市场总规模仍相对较小，每年不到20亿美元，但2020年该市场增长超过50%，而且没有放缓的迹象。而中国企业在这个越做越大的蛋糕中抢占到的份额也越来越大，主要是从美国电商帝国亚马逊的云计算部门AWS那里抢夺过来的。\n研究公司高德纳的数据显示，2020年，腾讯、阿里巴巴和私营电信巨头华为在东南亚和小型亚太经济体拥有22%的云计算市场份额，高于2019年的18%。今年，腾讯在印尼开设了首个数据中心，在泰国设立了第二个数据中心。6月，阿里巴巴表示将在菲律宾建立首个数据中心。\n05\n东南亚华人的商业帝国\n\n尽管华裔在东南亚约6.5亿人口中的占比不到10％，但他们却在该地区3万亿美元的经济中呼风唤雨。很多华裔因为家族与中国的渊源而繁荣发展，反过来中国也从中受益。新加坡前外交部长杨荣文说：“中国扶持他们，他们也扶持中国。”\n根据本刊对《福布斯》杂志数据的分析，2019年，东南亚亿万富翁总共3690亿美元的财富中超过四分之三由华人控制。很多华人生活在人口以华裔为主的富裕城市国家新加坡，但中南半岛、印度尼西亚、菲律宾等地也有很多华人（见图表）。\n\n马来西亚的郭鹤年掌管的帝国业务广泛，从白糖到香格里拉连锁酒店无所不包。在印尼，李氏家族的力宝集团活跃于银行、房地产和医疗领域。去年登上《福布斯》榜单的17位菲律宾亿万富翁有15位是华裔。由施家经营的SM集团在中国各地开有高档商场。缅甸太穷，培育不出亿万美元身家的富豪，但该国许多商界领袖都是华裔，例如涉足房地产到银行等多个领域的祐玛战略控股公司的潘继泽，还有主营基建和房地产的金山集团的李松枝。\n2020年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。全球化放缓加之西方的反华情绪都为华人和中国加强连接提供了动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822702910,"gmtCreate":1634169654644,"gmtModify":1634169654644,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822702910","repostId":"2175164325","repostType":2,"repost":{"id":"2175164325","pubTimestamp":1634160804,"share":"https://www.laohu8.com/m/news/2175164325?lang=&edition=full","pubTime":"2021-10-14 05:33","market":"sh","language":"zh","title":"外媒头条：美国9月CPI涨幅超过预期 ！凸显通胀压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2175164325","media":"新浪美股","summary":"　　9月份美国消费物价涨幅超过预期，恢复了之前加速上升态势，凸显出经济所面临的持续通胀压力。　　根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。　　接受调查的经济学家的预测中值是，9月份整体CPI环比上升0.3%，核心CPI上升0.2%。许多生产商将部分上升的成本转嫁给消费者，导致了比许多经济学家先前预期更持久的通胀，这其中也包括美联储经济学家。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力</b>\n</blockquote>\n<blockquote>\n <b>2、美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束</b>\n</blockquote>\n<blockquote>\n <b>3、分析师称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>下调产量目标可能导致半导体板块周期更晚结束</b>\n</blockquote>\n<blockquote>\n <b>4、前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%</b>\n</blockquote>\n<blockquote>\n <b>5、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空</b>\n</blockquote>\n<blockquote>\n <b>6、达利欧：工作场所永远不会回到疫情前的状态</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/ddfd8f2588ece85ae6adecaeb982aef3\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力</b></p>\n<p>9月份美国消费物价涨幅超过预期，恢复了之前加速上升态势，凸显出经济所面临的持续通胀压力。</p>\n<p>根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。</p>\n<p>接受调查的经济学家的预测中值是，9月份整体CPI环比上升0.3%，核心CPI上升0.2%。</p>\n<p>前所未有的航运挑战、原材料短缺、大宗商品价格居高不下和薪资上涨等因素共同导致生产者成本急剧上升。许多生产商将部分上升的成本转嫁给消费者，导致了比许多经济学家先前预期更持久的通胀，这其中也包括美联储经济学家。</p>\n<p>9月份通胀加快反映了食品和住房成本的上升。与此同时，二手轿车和卡车、服装和机票价格的指标降温。</p>\n<p><img src=\"https://static.tigerbbs.com/63a71c205cd5cd853db3a9bd508c3d62\" tg-width=\"500\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束</b></p>\n<p>美联储周三公布了9月21-22日联邦公开市场委员会（FOMC）货币政策会议的纪要文件。会议纪要显示，与会者们认为，美联储已接近实现其经济目标，很快可以通过降低每月资产购买的步伐来开始政策正常化。渐进式的缩减购债计划可能在11月中旬或12月中旬开始，到2022年年中可能会结束。</p>\n<p>会议纪要指出，“与会者普遍认为，如果经济复苏基本保持在正常轨道上，那么在明年年中左右结束渐进式的缩减过程可能是合适的。与会者指出，如果在下次会议上决定开始减少债券购买量，则可以从11月中旬或12月中旬开始逐步减少月度购债。”</p>\n<p>一些与会者认为，债券购买会增加金融风险，提前通知公众可能会降低市场对资产购买放缓作出不利反应的风险。</p>\n<p>官员们还讨论了减码的具体路径：“减少每月的资产购买规模，其中对美国国债的购买减少100亿美元，对抵押贷款支持证券的购买规模减少50亿美元”。</p>\n<p><img src=\"https://static.tigerbbs.com/bdc55f8753a7552c57c9c11e66a7fb52\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分析师称苹果下调产量目标可能导致半导体板块周期更晚结束</b></p>\n<p>在报道苹果可能因芯片短缺而下调苹果iPhone 13预期产量目标后，半导体分析师称，对该板块周期达到顶峰的担忧可能会缓解，并称苹果采购芯片面临困难，彰显了全行业的供应困境。</p>\n<p>瑞信表示，“苹果买不到足够多半导体，这个事实很能说明问题，”凸显了供应短缺的程度，“或许可以让人放心的是，尽管整个供应链明显在补充库存，但半导体周期不会有突然结束的风险”。</p>\n<p>Truist Securities则称，出现更多短缺消息“毫不让人意外，也证实了我们‘峰值延长’的周期观点”。</p>\n<p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>认为，“半导体市场仍处于炼狱阶段，在这个阶段，预期可能继续上升，但对行为触顶的担忧会压抑估值”。</p>\n<p><img src=\"https://static.tigerbbs.com/457a720fe237fe193a0fabd298bfa5a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p><b>前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%</b></p>\n<p>将债券比作“垃圾”的比尔·格罗斯表示，美国国债熊市“不会是灾难”。</p>\n<p>在他最新的投资展望报告中，这位77岁的昔日债王先是大大抱怨了一通他最近缠上的官司，然后话题转到给散户投资者的交易建议上。他重申10年期美国国债收益率未来12个月可能会从目前的1.6%左右升至2%，并称考虑到经济不确定性，即使债券可能产生损失，仍可在投资组合中发挥作用。</p>\n<p>“市场或许已经看到了利率的长期底部，但预期可能出现堪比前30年牛市的30年熊市就过分了，”在1970年代联合创建了<a href=\"https://laohu8.com/S/601099\">太平洋</a>投资管理公司（PIMCO）的格罗斯写道。“债券‘美酒鲜花’的日子可能已成过去，”但“在投资者等待与美国预算相关的不确定性尘埃落地以及北半球冬季临近能源价格飙升之际，它们可能会表现得不错。”</p>\n<p>格罗斯表示他继续做空“网红股”，包括GameStop Corp．和AMC Entertainment Inc．等，“但同时也警惕火山偶尔的爆发。”</p>\n<p><img src=\"https://static.tigerbbs.com/abe59a2f09afefa32a7534c3f06ee069\" tg-width=\"550\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p><b>蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空</b></p>\n<p>据报道，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯（Jeff Bezos）旗下太空探索技术公司“蓝色起源”（Blue Origin）刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。</p>\n<p>北京时间今晚22点50分，“新谢泼德号”火箭从蓝色起源Launch Site One发射场成功发射，将四名成员送入太空。整个过程持续了大约10分钟，发射7分钟后，火箭推进器顺利返航。10分钟后，太空舱也带着四名乘客成功着陆。</p>\n<p>这也是蓝色起源完成的第二次载人太空飞行任务，第一次是今年7月20日，当时将贝索斯、贝索斯的弟弟马克·贝索斯（Mark Bezos）、82岁的沃利·芬克（Wally Funk）和18岁的高中毕业生奥利弗·达门（Oliver Damen）送入太空。</p>\n<p>值得一提的是，在此次四名乘客中，《星际迷航》“初代柯克舰长”扮演者William Shatner今年已90岁高龄，成为迄今为止被送入太空的年龄最大的人。</p>\n<p><img src=\"https://static.tigerbbs.com/6ce4185aec514f96dd4adb21052b3efd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>达利欧：工作场所永远不会回到疫情前的状态</b></p>\n<p>全球最大对冲基金桥水（Bridgewater Associates）创始人瑞-达利欧（Ray Dalio）认为，随着灵活性和科技成为<a href=\"https://laohu8.com/S/600628\">新世界</a>的主要驱动力，工作场所永远不会恢复到新冠疫情前的状态。</p>\n<p>“工作场所的未来可能有两个特点——定制和科技。我们得到了一次可以重新思考我们正在做的事情的机会，”达利欧周三表示。“我不认为我们会回到以前的世界。”</p>\n<p>“这将是完全不同的工作——什么是就业？科技将如何取代人？这将如何处理？将如何处理贫富差距……未来五年将会发生很多很多的变化，”达利欧补充道。</p>\n<p>达利欧表示，他的公司正在有意考虑面对面工作，并给予员工远程工作的自由。达利欧说，灵活的工作安排是当今就业市场中雇主的一个重要竞争优势。</p>","source":"highlight_sina","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>外媒头条：美国9月CPI涨幅超过预期 ！凸显通胀压力</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外媒头条：美国9月CPI涨幅超过预期 ！凸显通胀压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 05:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-10-14/doc-iktzscyx9530914.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n\n\n2、美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束\n\n\n3、分析师称苹果下调产量目标可能导致半导体板块周期更晚结束\n\n\n4、前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%\n\n\n5、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n\n\n6、达利欧：...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-10-14/doc-iktzscyx9530914.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QQQ":"纳指100ETF","SH":"标普500反向ETF","TQQQ":"纳指三倍做多ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","IEI":"iShares Barclays 3-7 Year Trea","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","SSO":"两倍做多标普500ETF","GOVT":"iShares安硕核心美国国债ETF","AAPL":"苹果","OEX":"标普100",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DJX":"1/100道琼斯","SHY":"债券指数ETF-iShares Barclays 1-3年国债","QID":"纳指两倍做空ETF","TLT":"20+年以上美国国债ETF-iShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-10-14/doc-iktzscyx9530914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2175164325","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n\n\n2、美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束\n\n\n3、分析师称苹果下调产量目标可能导致半导体板块周期更晚结束\n\n\n4、前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%\n\n\n5、蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n\n\n6、达利欧：工作场所永远不会回到疫情前的状态\n\n\n美国9月份消费物价涨幅超过预期 凸显经济面临持续的通胀压力\n9月份美国消费物价涨幅超过预期，恢复了之前加速上升态势，凸显出经济所面临的持续通胀压力。\n根据美国劳工部周三公布的数据，9月份消费者价格指数较8月份上升0.4%。同比涨幅达到5.4%，是2008年以来最大同比涨幅。不含波动性较大的食品和能源，核心通胀环比上涨0.2%。\n接受调查的经济学家的预测中值是，9月份整体CPI环比上升0.3%，核心CPI上升0.2%。\n前所未有的航运挑战、原材料短缺、大宗商品价格居高不下和薪资上涨等因素共同导致生产者成本急剧上升。许多生产商将部分上升的成本转嫁给消费者，导致了比许多经济学家先前预期更持久的通胀，这其中也包括美联储经济学家。\n9月份通胀加快反映了食品和住房成本的上升。与此同时，二手轿车和卡车、服装和机票价格的指标降温。\n\n美联储会议纪要：缩减购债可能在11月中旬开始 明年中结束\n美联储周三公布了9月21-22日联邦公开市场委员会（FOMC）货币政策会议的纪要文件。会议纪要显示，与会者们认为，美联储已接近实现其经济目标，很快可以通过降低每月资产购买的步伐来开始政策正常化。渐进式的缩减购债计划可能在11月中旬或12月中旬开始，到2022年年中可能会结束。\n会议纪要指出，“与会者普遍认为，如果经济复苏基本保持在正常轨道上，那么在明年年中左右结束渐进式的缩减过程可能是合适的。与会者指出，如果在下次会议上决定开始减少债券购买量，则可以从11月中旬或12月中旬开始逐步减少月度购债。”\n一些与会者认为，债券购买会增加金融风险，提前通知公众可能会降低市场对资产购买放缓作出不利反应的风险。\n官员们还讨论了减码的具体路径：“减少每月的资产购买规模，其中对美国国债的购买减少100亿美元，对抵押贷款支持证券的购买规模减少50亿美元”。\n\n分析师称苹果下调产量目标可能导致半导体板块周期更晚结束\n在报道苹果可能因芯片短缺而下调苹果iPhone 13预期产量目标后，半导体分析师称，对该板块周期达到顶峰的担忧可能会缓解，并称苹果采购芯片面临困难，彰显了全行业的供应困境。\n瑞信表示，“苹果买不到足够多半导体，这个事实很能说明问题，”凸显了供应短缺的程度，“或许可以让人放心的是，尽管整个供应链明显在补充库存，但半导体周期不会有突然结束的风险”。\nTruist Securities则称，出现更多短缺消息“毫不让人意外，也证实了我们‘峰值延长’的周期观点”。\n德意志银行认为，“半导体市场仍处于炼狱阶段，在这个阶段，预期可能继续上升，但对行为触顶的担忧会压抑估值”。\n\n前债王格罗斯称美债熊市“不会是灾难” 预计10年期收益率升至2%\n将债券比作“垃圾”的比尔·格罗斯表示，美国国债熊市“不会是灾难”。\n在他最新的投资展望报告中，这位77岁的昔日债王先是大大抱怨了一通他最近缠上的官司，然后话题转到给散户投资者的交易建议上。他重申10年期美国国债收益率未来12个月可能会从目前的1.6%左右升至2%，并称考虑到经济不确定性，即使债券可能产生损失，仍可在投资组合中发挥作用。\n“市场或许已经看到了利率的长期底部，但预期可能出现堪比前30年牛市的30年熊市就过分了，”在1970年代联合创建了太平洋投资管理公司（PIMCO）的格罗斯写道。“债券‘美酒鲜花’的日子可能已成过去，”但“在投资者等待与美国预算相关的不确定性尘埃落地以及北半球冬季临近能源价格飙升之际，它们可能会表现得不错。”\n格罗斯表示他继续做空“网红股”，包括GameStop Corp．和AMC Entertainment Inc．等，“但同时也警惕火山偶尔的爆发。”\n\n蓝色起源成功完成第二次载人太空飞行 将四名乘客送入太空\n据报道，亚马逊创始人杰夫·贝索斯（Jeff Bezos）旗下太空探索技术公司“蓝色起源”（Blue Origin）刚刚成功地完成了第二次载人太空飞行任务，将四名成员送入太空。\n北京时间今晚22点50分，“新谢泼德号”火箭从蓝色起源Launch Site One发射场成功发射，将四名成员送入太空。整个过程持续了大约10分钟，发射7分钟后，火箭推进器顺利返航。10分钟后，太空舱也带着四名乘客成功着陆。\n这也是蓝色起源完成的第二次载人太空飞行任务，第一次是今年7月20日，当时将贝索斯、贝索斯的弟弟马克·贝索斯（Mark Bezos）、82岁的沃利·芬克（Wally Funk）和18岁的高中毕业生奥利弗·达门（Oliver Damen）送入太空。\n值得一提的是，在此次四名乘客中，《星际迷航》“初代柯克舰长”扮演者William Shatner今年已90岁高龄，成为迄今为止被送入太空的年龄最大的人。\n\n达利欧：工作场所永远不会回到疫情前的状态\n全球最大对冲基金桥水（Bridgewater Associates）创始人瑞-达利欧（Ray Dalio）认为，随着灵活性和科技成为新世界的主要驱动力，工作场所永远不会恢复到新冠疫情前的状态。\n“工作场所的未来可能有两个特点——定制和科技。我们得到了一次可以重新思考我们正在做的事情的机会，”达利欧周三表示。“我不认为我们会回到以前的世界。”\n“这将是完全不同的工作——什么是就业？科技将如何取代人？这将如何处理？将如何处理贫富差距……未来五年将会发生很多很多的变化，”达利欧补充道。\n达利欧表示，他的公司正在有意考虑面对面工作，并给予员工远程工作的自由。达利欧说，灵活的工作安排是当今就业市场中雇主的一个重要竞争优势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822701251,"gmtCreate":1634169552323,"gmtModify":1634169552377,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822701251","repostId":"2174970556","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822165570,"gmtCreate":1634102945417,"gmtModify":1634102945536,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822165570","repostId":"1170078480","repostType":4,"repost":{"id":"1170078480","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1634090951,"share":"https://www.laohu8.com/m/news/1170078480?lang=&edition=full","pubTime":"2021-10-13 10:09","market":"hk","language":"zh","title":"IPO前三季度大盘点！A股373只新股上市，赴美中概股遇冷","url":"https://stock-news.laohu8.com/highlight/detail?id=1170078480","media":"格隆汇","summary":"2021年以来，全球首次公开募股（IPO）上市热度不减。毕马威报告显示，今年前三季度，全球IPO数量共计1694家，总筹资额超3300亿美元，分别较去年同期上涨80%和91%。\n\n就全球IPO市场来看","content":"<p>2021年以来，全球首次公开募股（IPO）上市热度不减。毕马威报告显示，今年前三季度，全球IPO数量共计1694家，总筹资额超3300亿美元，分别较去年同期上涨80%和91%。</p>\n<p><img src=\"https://static.tigerbbs.com/7701da48856c98f1bf384b4712d0881c\" tg-width=\"1080\" tg-height=\"923\" referrerpolicy=\"no-referrer\"></p>\n<p>就全球IPO市场来看，<b>中国内地、香港和美国仍是主要驱动力，</b>同时英国和印度IPO市场也表现强劲。</p>\n<p><b>373只A股首发上市</b></p>\n<p><b><a href=\"https://laohu8.com/S/CHA\">中国电信</a>系全球最大募资额IPO</b></p>\n<p>首先，聚焦投资者较为关注的A股市场来看，得益于注册制上市制度的推动和经济逐步复苏，今年前三季度新股发行速度大幅提升，新股发行数量大幅增加，德勤报告显示，有373只新股首发上市，去年同期仅为294只。其中，创业板有146只、科创板有126只、主板有101只。</p>\n<p><img src=\"https://static.tigerbbs.com/850518d6ab9252acba1e1bdaa047dd4f\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>值得一提的是，IPO项目中，<b><a href=\"https://laohu8.com/S/601728\">中国电信</a>以约541.59亿元募资总额，创下了今年前三季度全球募资金额最大的IPO。</b></p>\n<p>按新股上市首日表现来看，有3只新股实现超10倍涨幅，其中，文化传媒行业新股<a href=\"https://laohu8.com/S/301025\">读客文化</a>（301025.SZ）以1942%涨幅位居今年前三季度A股IPO市场榜首；其次分别是新材料研发行业新股<a href=\"https://laohu8.com/S/688690\">纳微科技</a>（688690.SH）涨幅1273%；人造金刚石行业新股<a href=\"https://laohu8.com/S/301071\">力量钻石</a>（301071.SZ）涨幅1112%。</p>\n<p><img src=\"https://static.tigerbbs.com/e0006b6ef40235e3519f26387e6807c5\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然前三季度A股IPO市场继续保持活跃，但是由于A股IPO出现了<b>申报快、审核快、上市快、撤单快</b>的“四快”现象，且今年以来撤单企业数量达181家，创历史新高，A股IPO也呈现了“审核严、要求高”的新特点。</p>\n<p>不过，随着深化新三板改革并设立北京证券交易所（简称“北交所”），以实施注册制公开发行制度，为创新型中小企业提供更多融资机会，据毕马威发布的报告，预计未来A股市场将继续保持强劲走势。仅以北交所9月3日创立以来的新股表现来看，据全国中小企业股份转让系统管网显示，<b>截至10月12日，合计有8只新股发行申购。</b></p>\n<p><b>73只港股IPO上市</b></p>\n<p><b>融资总额创2011年以来同期新高</b></p>\n<p>受惠于更多第二上市和不同股权架构新股上市，<b>今年前三季度港股新股融资总额达2114亿港元，突破了2011年以来的同期的高位；</b>不过，新股上市数量比去年同期下降26%，仅发行73只新股。</p>\n<p><img src=\"https://static.tigerbbs.com/e8be10f976b41b428e6fcc6eb2d2f203\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然今年前三季度港股IPO上市的速度有所放缓，但有意思的是，包括医药新股在内的新经济元素新股数量及融资总额均上涨，分别为30只新股和1992亿港元，分别同比上涨11%和36%。</p>\n<p>就行业来看，今年前三季度新股上市数量中，<b>医疗及医药行业与房地产行业为主导，分别占比31%和25%，</b>去年同期分别占比12%和28%。其他诸如金融服务行业、制造业等上市数量占总上市数量比重均出现了不同程度的减少。</p>\n<p>按募资金额计，科技、传媒和电信行业以1266亿港元大幅超前，占新股总募资金额44%；紧随其后依然是医疗及医药行业，融资金额达529亿港元，去年同期为428亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/a003863ced8bc01a843fde72a2c4b417\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5a289255c5daea1879469e72ef3a5bdb\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>个股表现来看，<a href=\"https://laohu8.com/S/01024\">快手-W</a>（1024.HK）是以483亿港元融资额成为今年前三季度中涨幅最大的新股。与此同时，按上市首日表现来看，设备制造商<a href=\"https://laohu8.com/S/02155\">森松国际</a>（2155.HK）则以259%的涨幅成今年前三季度表现最佳的新股。其次是医疗及医药行业新股<a href=\"https://laohu8.com/S/06606\">诺辉健康-B</a>（6606.HK）涨幅215%。</p>\n<p><img src=\"https://static.tigerbbs.com/a61bd7bc3c4e4d5b6720008331a909f6\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>由于香港市场作为中国内地与世界其他地区的纽带作用不断增强，及更多内地新经济公司选择赴港IPO，伴随着即将在港推行的SPAC机制实施，预计未来也将有更多企业选择香港作为上市地点。据德勤报告，预期2021年全年有望达到4000亿港元融资金额。</p>\n<p><b>323只美股IPO上市</b></p>\n<p><b>中概股新股遇冷</b></p>\n<p>全球IPO市场持续活跃下，美国市场IPO活动呈现高涨态势，今年前三季度，IPO交易数量达到了323宗，同比增长117%，募资额1173亿美元，同比增长110%。</p>\n<p>不过，值得注意的是，受到美国SEC对中国企业提出的额外披露要求的上市要求等其他影响，<b>在今年8月份和9月份，暂无中概股新股上市，使今年前三季度中国企业赴美有所上市遇冷，</b>不过整体新股数量与融资额相较于去年同期有所上涨。德勤报告显示，今年前三季度有41只中概股新股发行上市，融资额为146.6亿美元，去年同期为25只中概股新股，募资额为92.7亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/7943d11cd34a4a41d5497d646430d742\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>按行业来看，<b>科技、传媒和电信行业和消费行业是新股融资额居前的行业，</b>合计融资约100.11亿美元，较去年同期增长51%。</p>\n<p><img src=\"https://static.tigerbbs.com/1196181b16f6af56e41d40c3765d0f22\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/31b7816e66c261dbccfa8bb3c9fa752f\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>另一方面，就SPAC在美国表现来看，随着监管机构对SPAC监管审查趋严以及市场投资者兴趣较以往有所下降，最近几个月，SPAC上市步伐有所放缓。但是，由于今年第一季度SPAC市场表现强劲，整体来看今年前三季度SPAC市场仍然创新历史新高，募资总额为1338亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/2736f5a77032eb2a2e6c927bcec08e80\" tg-width=\"1080\" tg-height=\"923\" referrerpolicy=\"no-referrer\"></p>\n<p>不过，据复兴资本表示，由于未来对SPAC的发行监管有继续趋严的担忧，预计正在筹备中的SPAC与2021年初相比，将面临更多的考验。</p>\n<p><b>小结</b></p>\n<p>根据往年新股表现来看，A股、港股、美股的IPO市场实际表现与预期并无太大出入，但英国和印度的IPO市场较为意外。市场数据显示，其中，英国市场的IPO交易数量和募资金额分别为66宗和159亿美元，分别同比增长633%和124%。印度IPO市场有72宗交易，募资金额 97亿美元，交易数量和募资金额分别增长200%和331%。</p>\n<p>需要指出的是，印度IPO市场中，印度外卖平台Zomato发行首日吸引足额认购，并以15亿美元的募资金额，成为了印尼证券交易所（IDX）历史上最大规模的IPO。</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>IPO前三季度大盘点！A股373只新股上市，赴美中概股遇冷</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{ 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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\">\nIPO前三季度大盘点！A股373只新股上市，赴美中概股遇冷\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2021-10-13 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年以来，全球首次公开募股（IPO）上市热度不减。毕马威报告显示，今年前三季度，全球IPO数量共计1694家，总筹资额超3300亿美元，分别较去年同期上涨80%和91%。</p>\n<p><img src=\"https://static.tigerbbs.com/7701da48856c98f1bf384b4712d0881c\" tg-width=\"1080\" tg-height=\"923\" referrerpolicy=\"no-referrer\"></p>\n<p>就全球IPO市场来看，<b>中国内地、香港和美国仍是主要驱动力，</b>同时英国和印度IPO市场也表现强劲。</p>\n<p><b>373只A股首发上市</b></p>\n<p><b><a href=\"https://laohu8.com/S/CHA\">中国电信</a>系全球最大募资额IPO</b></p>\n<p>首先，聚焦投资者较为关注的A股市场来看，得益于注册制上市制度的推动和经济逐步复苏，今年前三季度新股发行速度大幅提升，新股发行数量大幅增加，德勤报告显示，有373只新股首发上市，去年同期仅为294只。其中，创业板有146只、科创板有126只、主板有101只。</p>\n<p><img src=\"https://static.tigerbbs.com/850518d6ab9252acba1e1bdaa047dd4f\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>值得一提的是，IPO项目中，<b><a href=\"https://laohu8.com/S/601728\">中国电信</a>以约541.59亿元募资总额，创下了今年前三季度全球募资金额最大的IPO。</b></p>\n<p>按新股上市首日表现来看，有3只新股实现超10倍涨幅，其中，文化传媒行业新股<a href=\"https://laohu8.com/S/301025\">读客文化</a>（301025.SZ）以1942%涨幅位居今年前三季度A股IPO市场榜首；其次分别是新材料研发行业新股<a href=\"https://laohu8.com/S/688690\">纳微科技</a>（688690.SH）涨幅1273%；人造金刚石行业新股<a href=\"https://laohu8.com/S/301071\">力量钻石</a>（301071.SZ）涨幅1112%。</p>\n<p><img src=\"https://static.tigerbbs.com/e0006b6ef40235e3519f26387e6807c5\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然前三季度A股IPO市场继续保持活跃，但是由于A股IPO出现了<b>申报快、审核快、上市快、撤单快</b>的“四快”现象，且今年以来撤单企业数量达181家，创历史新高，A股IPO也呈现了“审核严、要求高”的新特点。</p>\n<p>不过，随着深化新三板改革并设立北京证券交易所（简称“北交所”），以实施注册制公开发行制度，为创新型中小企业提供更多融资机会，据毕马威发布的报告，预计未来A股市场将继续保持强劲走势。仅以北交所9月3日创立以来的新股表现来看，据全国中小企业股份转让系统管网显示，<b>截至10月12日，合计有8只新股发行申购。</b></p>\n<p><b>73只港股IPO上市</b></p>\n<p><b>融资总额创2011年以来同期新高</b></p>\n<p>受惠于更多第二上市和不同股权架构新股上市，<b>今年前三季度港股新股融资总额达2114亿港元，突破了2011年以来的同期的高位；</b>不过，新股上市数量比去年同期下降26%，仅发行73只新股。</p>\n<p><img src=\"https://static.tigerbbs.com/e8be10f976b41b428e6fcc6eb2d2f203\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然今年前三季度港股IPO上市的速度有所放缓，但有意思的是，包括医药新股在内的新经济元素新股数量及融资总额均上涨，分别为30只新股和1992亿港元，分别同比上涨11%和36%。</p>\n<p>就行业来看，今年前三季度新股上市数量中，<b>医疗及医药行业与房地产行业为主导，分别占比31%和25%，</b>去年同期分别占比12%和28%。其他诸如金融服务行业、制造业等上市数量占总上市数量比重均出现了不同程度的减少。</p>\n<p>按募资金额计，科技、传媒和电信行业以1266亿港元大幅超前，占新股总募资金额44%；紧随其后依然是医疗及医药行业，融资金额达529亿港元，去年同期为428亿港元。</p>\n<p><img src=\"https://static.tigerbbs.com/a003863ced8bc01a843fde72a2c4b417\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5a289255c5daea1879469e72ef3a5bdb\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>个股表现来看，<a href=\"https://laohu8.com/S/01024\">快手-W</a>（1024.HK）是以483亿港元融资额成为今年前三季度中涨幅最大的新股。与此同时，按上市首日表现来看，设备制造商<a href=\"https://laohu8.com/S/02155\">森松国际</a>（2155.HK）则以259%的涨幅成今年前三季度表现最佳的新股。其次是医疗及医药行业新股<a href=\"https://laohu8.com/S/06606\">诺辉健康-B</a>（6606.HK）涨幅215%。</p>\n<p><img src=\"https://static.tigerbbs.com/a61bd7bc3c4e4d5b6720008331a909f6\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>由于香港市场作为中国内地与世界其他地区的纽带作用不断增强，及更多内地新经济公司选择赴港IPO，伴随着即将在港推行的SPAC机制实施，预计未来也将有更多企业选择香港作为上市地点。据德勤报告，预期2021年全年有望达到4000亿港元融资金额。</p>\n<p><b>323只美股IPO上市</b></p>\n<p><b>中概股新股遇冷</b></p>\n<p>全球IPO市场持续活跃下，美国市场IPO活动呈现高涨态势，今年前三季度，IPO交易数量达到了323宗，同比增长117%，募资额1173亿美元，同比增长110%。</p>\n<p>不过，值得注意的是，受到美国SEC对中国企业提出的额外披露要求的上市要求等其他影响，<b>在今年8月份和9月份，暂无中概股新股上市，使今年前三季度中国企业赴美有所上市遇冷，</b>不过整体新股数量与融资额相较于去年同期有所上涨。德勤报告显示，今年前三季度有41只中概股新股发行上市，融资额为146.6亿美元，去年同期为25只中概股新股，募资额为92.7亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/7943d11cd34a4a41d5497d646430d742\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>\n<p>按行业来看，<b>科技、传媒和电信行业和消费行业是新股融资额居前的行业，</b>合计融资约100.11亿美元，较去年同期增长51%。</p>\n<p><img src=\"https://static.tigerbbs.com/1196181b16f6af56e41d40c3765d0f22\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/31b7816e66c261dbccfa8bb3c9fa752f\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>另一方面，就SPAC在美国表现来看，随着监管机构对SPAC监管审查趋严以及市场投资者兴趣较以往有所下降，最近几个月，SPAC上市步伐有所放缓。但是，由于今年第一季度SPAC市场表现强劲，整体来看今年前三季度SPAC市场仍然创新历史新高，募资总额为1338亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/2736f5a77032eb2a2e6c927bcec08e80\" tg-width=\"1080\" tg-height=\"923\" referrerpolicy=\"no-referrer\"></p>\n<p>不过，据复兴资本表示，由于未来对SPAC的发行监管有继续趋严的担忧，预计正在筹备中的SPAC与2021年初相比，将面临更多的考验。</p>\n<p><b>小结</b></p>\n<p>根据往年新股表现来看，A股、港股、美股的IPO市场实际表现与预期并无太大出入，但英国和印度的IPO市场较为意外。市场数据显示，其中，英国市场的IPO交易数量和募资金额分别为66宗和159亿美元，分别同比增长633%和124%。印度IPO市场有72宗交易，募资金额 97亿美元，交易数量和募资金额分别增长200%和331%。</p>\n<p>需要指出的是，印度IPO市场中，印度外卖平台Zomato发行首日吸引足额认购，并以15亿美元的募资金额，成为了印尼证券交易所（IDX）历史上最大规模的IPO。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"399006":"创业板指","HSI":"恒生指数","TTTN":"老虎中美互联网巨头ETF","000001.SH":"上证指数",".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数","HSTECH":"恒生科技指数",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170078480","content_text":"2021年以来，全球首次公开募股（IPO）上市热度不减。毕马威报告显示，今年前三季度，全球IPO数量共计1694家，总筹资额超3300亿美元，分别较去年同期上涨80%和91%。\n\n就全球IPO市场来看，中国内地、香港和美国仍是主要驱动力，同时英国和印度IPO市场也表现强劲。\n373只A股首发上市\n中国电信系全球最大募资额IPO\n首先，聚焦投资者较为关注的A股市场来看，得益于注册制上市制度的推动和经济逐步复苏，今年前三季度新股发行速度大幅提升，新股发行数量大幅增加，德勤报告显示，有373只新股首发上市，去年同期仅为294只。其中，创业板有146只、科创板有126只、主板有101只。\n\n值得一提的是，IPO项目中，中国电信以约541.59亿元募资总额，创下了今年前三季度全球募资金额最大的IPO。\n按新股上市首日表现来看，有3只新股实现超10倍涨幅，其中，文化传媒行业新股读客文化（301025.SZ）以1942%涨幅位居今年前三季度A股IPO市场榜首；其次分别是新材料研发行业新股纳微科技（688690.SH）涨幅1273%；人造金刚石行业新股力量钻石（301071.SZ）涨幅1112%。\n\n虽然前三季度A股IPO市场继续保持活跃，但是由于A股IPO出现了申报快、审核快、上市快、撤单快的“四快”现象，且今年以来撤单企业数量达181家，创历史新高，A股IPO也呈现了“审核严、要求高”的新特点。\n不过，随着深化新三板改革并设立北京证券交易所（简称“北交所”），以实施注册制公开发行制度，为创新型中小企业提供更多融资机会，据毕马威发布的报告，预计未来A股市场将继续保持强劲走势。仅以北交所9月3日创立以来的新股表现来看，据全国中小企业股份转让系统管网显示，截至10月12日，合计有8只新股发行申购。\n73只港股IPO上市\n融资总额创2011年以来同期新高\n受惠于更多第二上市和不同股权架构新股上市，今年前三季度港股新股融资总额达2114亿港元，突破了2011年以来的同期的高位；不过，新股上市数量比去年同期下降26%，仅发行73只新股。\n\n虽然今年前三季度港股IPO上市的速度有所放缓，但有意思的是，包括医药新股在内的新经济元素新股数量及融资总额均上涨，分别为30只新股和1992亿港元，分别同比上涨11%和36%。\n就行业来看，今年前三季度新股上市数量中，医疗及医药行业与房地产行业为主导，分别占比31%和25%，去年同期分别占比12%和28%。其他诸如金融服务行业、制造业等上市数量占总上市数量比重均出现了不同程度的减少。\n按募资金额计，科技、传媒和电信行业以1266亿港元大幅超前，占新股总募资金额44%；紧随其后依然是医疗及医药行业，融资金额达529亿港元，去年同期为428亿港元。\n\n个股表现来看，快手-W（1024.HK）是以483亿港元融资额成为今年前三季度中涨幅最大的新股。与此同时，按上市首日表现来看，设备制造商森松国际（2155.HK）则以259%的涨幅成今年前三季度表现最佳的新股。其次是医疗及医药行业新股诺辉健康-B（6606.HK）涨幅215%。\n\n由于香港市场作为中国内地与世界其他地区的纽带作用不断增强，及更多内地新经济公司选择赴港IPO，伴随着即将在港推行的SPAC机制实施，预计未来也将有更多企业选择香港作为上市地点。据德勤报告，预期2021年全年有望达到4000亿港元融资金额。\n323只美股IPO上市\n中概股新股遇冷\n全球IPO市场持续活跃下，美国市场IPO活动呈现高涨态势，今年前三季度，IPO交易数量达到了323宗，同比增长117%，募资额1173亿美元，同比增长110%。\n不过，值得注意的是，受到美国SEC对中国企业提出的额外披露要求的上市要求等其他影响，在今年8月份和9月份，暂无中概股新股上市，使今年前三季度中国企业赴美有所上市遇冷，不过整体新股数量与融资额相较于去年同期有所上涨。德勤报告显示，今年前三季度有41只中概股新股发行上市，融资额为146.6亿美元，去年同期为25只中概股新股，募资额为92.7亿美元。\n\n按行业来看，科技、传媒和电信行业和消费行业是新股融资额居前的行业，合计融资约100.11亿美元，较去年同期增长51%。\n\n另一方面，就SPAC在美国表现来看，随着监管机构对SPAC监管审查趋严以及市场投资者兴趣较以往有所下降，最近几个月，SPAC上市步伐有所放缓。但是，由于今年第一季度SPAC市场表现强劲，整体来看今年前三季度SPAC市场仍然创新历史新高，募资总额为1338亿美元。\n\n不过，据复兴资本表示，由于未来对SPAC的发行监管有继续趋严的担忧，预计正在筹备中的SPAC与2021年初相比，将面临更多的考验。\n小结\n根据往年新股表现来看，A股、港股、美股的IPO市场实际表现与预期并无太大出入，但英国和印度的IPO市场较为意外。市场数据显示，其中，英国市场的IPO交易数量和募资金额分别为66宗和159亿美元，分别同比增长633%和124%。印度IPO市场有72宗交易，募资金额 97亿美元，交易数量和募资金额分别增长200%和331%。\n需要指出的是，印度IPO市场中，印度外卖平台Zomato发行首日吸引足额认购，并以15亿美元的募资金额，成为了印尼证券交易所（IDX）历史上最大规模的IPO。","news_type":1},"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822165207,"gmtCreate":1634102912643,"gmtModify":1634102912798,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822165207","repostId":"1195379296","repostType":2,"repost":{"id":"1195379296","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":1634097446,"share":"https://www.laohu8.com/m/news/1195379296?lang=&edition=full","pubTime":"2021-10-13 11:57","market":"hk","language":"zh","title":"香港交易所：因八号暴风信号仍未解除，港交所全日停止交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1195379296","media":"老虎资讯综合","summary":"10月13日，香港交易所：因八号暴风信号仍未解除，港交所全日停止交易。\n上交所：沪港通下港股通今日暂停交易\n上交所公告，2021年10月13日，香港联合证券交易所因台风暂停交易。根据《上海证券交易所沪","content":"<p>10月13日，香港交易所：因八号暴风信号仍未解除，港交所全日停止交易。</p>\n<p><b>上交所：沪港通下港股通今日暂停交易</b></p>\n<p>上交所公告，2021年10月13日，香港联合证券交易所因台风暂停交易。根据《上海证券交易所沪港通业务实施办法》，沪港通下港股通暂停交易。港股通交易的清算交收事宜，根据中国证券登记结算有限责任公司的安排进行。</p>\n<p><b>深交所：深港通下的港股通今日暂停交易</b></p>\n<p>深交所公告，10月13日，港交所因台风暂停交易。深港通下的港股通暂停交易。港股通交易的清算交收事宜，按照中登公司的安排进行。</p>\n<p><b>今天并非沪深港通北向交易日。</b></p>\n<p>若八号或以上台风信号／极端情况警告于早上9时仍然生效，早上将暂停交易。</p>\n<p>若八号或以上台风信号／极端情况警告于中午12时或之前取消，香港交易所证券及衍生产品市场的产品将于下午恢复交易，并会在台风信号／极端情况警告解除约两小时后的整点或30分开始交易。</p>\n<p>若八号或以上台风信号／极端情况警告于中午12时仍然生效，证券及衍生产品市场将会全日暂停交易。</p>\n<p>香港交易所将于适当时候再发出公布。</p>\n<p><b>一文看懂：极端天气下 如何影响港股交易？</b></p>\n<p>在极端天气下，对港股市场交易的影响，一般分为四种情况。一)如果8号风球或黑暴天气在开市前时段开始前发出：</p>\n<p>1)上午7点之前解除警告，则全天交易正常。2)7:00至9:00解除警报的，集合竞价时段(香港称开市前时段)将被取消，警报解除两小时后的整点或30分钟开始交易。(例如，如果警报在上午 7:15解除，那么早上交易时段将在上午9:30开始。如果警报在上午7:30解除，那么早上交易时段将于上午9:30开始。)。</p>\n<p>3)9:00至11:00解除警报的，上午交易取消，13:00开始交易。4)11:00至11:30解除警报的，上午交易取消，13:30开始交易。5)11:30至12:00解除警报的，上午交易取消，14:00开始交易。6)12:00以后解除警报的，全天停止交易。</p>\n<p><img src=\"https://static.tigerbbs.com/823989fd981efbb67f02d096c4a1e42f\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p>\n<p>二)如果8号风球或黑暴天气在开市前时段内发出：8号以上台风情况是证券市场交易将继续进行直至开市前时段结束为止，解除情况参考一)；如果是黑色暴雨警告信号，如果警告发出前已经交易，交易则继续进行直至收市。如果警告发出前没有任何交易，交易将于警告解除后恢复，解除情况参考一)。</p>\n<p><img src=\"https://static.tigerbbs.com/e5c6a6a792170c70a111ac58c9a0726e\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\"></p>\n<p>三)8号以上台风如果在早上交易时段或下午交易时段发出分两种情况：1)若信号/ 极端情况于下午3:45前(全日市)或上午11:45前(半日市)发出，交易于信号发出后15分钟停止。若下午3:45(全日市)或上午11:45(半日市)时仍未恢复交易，该交易日将不会有收市竞价交易时段。2)若信号/ 极端情况于下午3:45(全日市)或上午11:45(半日市)或之后发出，该交易日将维持正常直至收市竞价交易时段完结。</p>\n<p><img src=\"https://static.tigerbbs.com/fcf52d37f49bba290d7fd6d7d45f3517\" tg-width=\"550\" tg-height=\"151\" referrerpolicy=\"no-referrer\"></p>\n<p>四)黑色暴雨警告于早上交易时段及下午交易时段内发出，若警告发出前已进行交易，交易将继续直至收市；若警告发出前没有进行任何交易，交易将于警告解除后恢复。详情请参照上表一)有关警告解除后恢复交易之安排。</p>\n<p><img src=\"https://static.tigerbbs.com/e3f6e2f8014819cb3ba1f024244cb59f\" tg-width=\"550\" tg-height=\"107\" 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>香港交易所：因八号暴风信号仍未解除，港交所全日停止交易</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n香港交易所：因八号暴风信号仍未解除，港交所全日停止交易\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\">2021-10-13 11:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月13日，香港交易所：因八号暴风信号仍未解除，港交所全日停止交易。</p>\n<p><b>上交所：沪港通下港股通今日暂停交易</b></p>\n<p>上交所公告，2021年10月13日，香港联合证券交易所因台风暂停交易。根据《上海证券交易所沪港通业务实施办法》，沪港通下港股通暂停交易。港股通交易的清算交收事宜，根据中国证券登记结算有限责任公司的安排进行。</p>\n<p><b>深交所：深港通下的港股通今日暂停交易</b></p>\n<p>深交所公告，10月13日，港交所因台风暂停交易。深港通下的港股通暂停交易。港股通交易的清算交收事宜，按照中登公司的安排进行。</p>\n<p><b>今天并非沪深港通北向交易日。</b></p>\n<p>若八号或以上台风信号／极端情况警告于早上9时仍然生效，早上将暂停交易。</p>\n<p>若八号或以上台风信号／极端情况警告于中午12时或之前取消，香港交易所证券及衍生产品市场的产品将于下午恢复交易，并会在台风信号／极端情况警告解除约两小时后的整点或30分开始交易。</p>\n<p>若八号或以上台风信号／极端情况警告于中午12时仍然生效，证券及衍生产品市场将会全日暂停交易。</p>\n<p>香港交易所将于适当时候再发出公布。</p>\n<p><b>一文看懂：极端天气下 如何影响港股交易？</b></p>\n<p>在极端天气下，对港股市场交易的影响，一般分为四种情况。一)如果8号风球或黑暴天气在开市前时段开始前发出：</p>\n<p>1)上午7点之前解除警告，则全天交易正常。2)7:00至9:00解除警报的，集合竞价时段(香港称开市前时段)将被取消，警报解除两小时后的整点或30分钟开始交易。(例如，如果警报在上午 7:15解除，那么早上交易时段将在上午9:30开始。如果警报在上午7:30解除，那么早上交易时段将于上午9:30开始。)。</p>\n<p>3)9:00至11:00解除警报的，上午交易取消，13:00开始交易。4)11:00至11:30解除警报的，上午交易取消，13:30开始交易。5)11:30至12:00解除警报的，上午交易取消，14:00开始交易。6)12:00以后解除警报的，全天停止交易。</p>\n<p><img src=\"https://static.tigerbbs.com/823989fd981efbb67f02d096c4a1e42f\" tg-width=\"550\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p>\n<p>二)如果8号风球或黑暴天气在开市前时段内发出：8号以上台风情况是证券市场交易将继续进行直至开市前时段结束为止，解除情况参考一)；如果是黑色暴雨警告信号，如果警告发出前已经交易，交易则继续进行直至收市。如果警告发出前没有任何交易，交易将于警告解除后恢复，解除情况参考一)。</p>\n<p><img src=\"https://static.tigerbbs.com/e5c6a6a792170c70a111ac58c9a0726e\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\"></p>\n<p>三)8号以上台风如果在早上交易时段或下午交易时段发出分两种情况：1)若信号/ 极端情况于下午3:45前(全日市)或上午11:45前(半日市)发出，交易于信号发出后15分钟停止。若下午3:45(全日市)或上午11:45(半日市)时仍未恢复交易，该交易日将不会有收市竞价交易时段。2)若信号/ 极端情况于下午3:45(全日市)或上午11:45(半日市)或之后发出，该交易日将维持正常直至收市竞价交易时段完结。</p>\n<p><img src=\"https://static.tigerbbs.com/fcf52d37f49bba290d7fd6d7d45f3517\" tg-width=\"550\" tg-height=\"151\" referrerpolicy=\"no-referrer\"></p>\n<p>四)黑色暴雨警告于早上交易时段及下午交易时段内发出，若警告发出前已进行交易，交易将继续直至收市；若警告发出前没有进行任何交易，交易将于警告解除后恢复。详情请参照上表一)有关警告解除后恢复交易之安排。</p>\n<p><img src=\"https://static.tigerbbs.com/e3f6e2f8014819cb3ba1f024244cb59f\" tg-width=\"550\" tg-height=\"107\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195379296","content_text":"10月13日，香港交易所：因八号暴风信号仍未解除，港交所全日停止交易。\n上交所：沪港通下港股通今日暂停交易\n上交所公告，2021年10月13日，香港联合证券交易所因台风暂停交易。根据《上海证券交易所沪港通业务实施办法》，沪港通下港股通暂停交易。港股通交易的清算交收事宜，根据中国证券登记结算有限责任公司的安排进行。\n深交所：深港通下的港股通今日暂停交易\n深交所公告，10月13日，港交所因台风暂停交易。深港通下的港股通暂停交易。港股通交易的清算交收事宜，按照中登公司的安排进行。\n今天并非沪深港通北向交易日。\n若八号或以上台风信号／极端情况警告于早上9时仍然生效，早上将暂停交易。\n若八号或以上台风信号／极端情况警告于中午12时或之前取消，香港交易所证券及衍生产品市场的产品将于下午恢复交易，并会在台风信号／极端情况警告解除约两小时后的整点或30分开始交易。\n若八号或以上台风信号／极端情况警告于中午12时仍然生效，证券及衍生产品市场将会全日暂停交易。\n香港交易所将于适当时候再发出公布。\n一文看懂：极端天气下 如何影响港股交易？\n在极端天气下，对港股市场交易的影响，一般分为四种情况。一)如果8号风球或黑暴天气在开市前时段开始前发出：\n1)上午7点之前解除警告，则全天交易正常。2)7:00至9:00解除警报的，集合竞价时段(香港称开市前时段)将被取消，警报解除两小时后的整点或30分钟开始交易。(例如，如果警报在上午 7:15解除，那么早上交易时段将在上午9:30开始。如果警报在上午7:30解除，那么早上交易时段将于上午9:30开始。)。\n3)9:00至11:00解除警报的，上午交易取消，13:00开始交易。4)11:00至11:30解除警报的，上午交易取消，13:30开始交易。5)11:30至12:00解除警报的，上午交易取消，14:00开始交易。6)12:00以后解除警报的，全天停止交易。\n\n二)如果8号风球或黑暴天气在开市前时段内发出：8号以上台风情况是证券市场交易将继续进行直至开市前时段结束为止，解除情况参考一)；如果是黑色暴雨警告信号，如果警告发出前已经交易，交易则继续进行直至收市。如果警告发出前没有任何交易，交易将于警告解除后恢复，解除情况参考一)。\n\n三)8号以上台风如果在早上交易时段或下午交易时段发出分两种情况：1)若信号/ 极端情况于下午3:45前(全日市)或上午11:45前(半日市)发出，交易于信号发出后15分钟停止。若下午3:45(全日市)或上午11:45(半日市)时仍未恢复交易，该交易日将不会有收市竞价交易时段。2)若信号/ 极端情况于下午3:45(全日市)或上午11:45(半日市)或之后发出，该交易日将维持正常直至收市竞价交易时段完结。\n\n四)黑色暴雨警告于早上交易时段及下午交易时段内发出，若警告发出前已进行交易，交易将继续直至收市；若警告发出前没有进行任何交易，交易将于警告解除后恢复。详情请参照上表一)有关警告解除后恢复交易之安排。","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826329920,"gmtCreate":1633992114324,"gmtModify":1633992114324,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826329920","repostId":"1138279004","repostType":4,"repost":{"id":"1138279004","pubTimestamp":1633961585,"share":"https://www.laohu8.com/m/news/1138279004?lang=&edition=full","pubTime":"2021-10-11 22:13","market":"us","language":"zh","title":"贝壳找房回应上海研发部门全员被裁：业务调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1138279004","media":"新浪科技","summary":"今日有媒体报道，贝壳找房上海研发团队全员被优化，裁员补偿为“N+3”。","content":"<p>10月11日晚间消息，针对上海研发团队裁员的传闻，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房回应称，对上海地区金融等部分业务进行调整，涉及到的员工将严格遵守国家劳动法等相关法律法规进行妥善安排。</p>\n<p>今日有媒体报道，贝壳找房上海研发团队全员被优化，裁员补偿为“N+3”。</p>\n<p>对此，贝壳找房方面表示，今年以来，行业环境发生较大变化，公司据此对上海地区金融等部分业务进行调整。对于此次调整涉及到的员工，将严格遵守国家劳动法等相关法律法规进行妥善安排，同时为其优先提供内部转岗机会。（张俊）</p>","source":"sina_tech","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>贝壳找房回应上海研发部门全员被裁：业务调整</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝壳找房回应上海研发部门全员被裁：业务调整\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 22:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-10-11/doc-iktzqtyu0861443.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月11日晚间消息，针对上海研发团队裁员的传闻，贝壳找房回应称，对上海地区金融等部分业务进行调整，涉及到的员工将严格遵守国家劳动法等相关法律法规进行妥善安排。\n今日有媒体报道，贝壳找房上海研发团队全员被优化，裁员补偿为“N+3”。\n对此，贝壳找房方面表示，今年以来，行业环境发生较大变化，公司据此对上海地区金融等部分业务进行调整。对于此次调整涉及到的员工，将严格遵守国家劳动法等相关法律法规进行妥善...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-10-11/doc-iktzqtyu0861443.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/adfef73b347e9ff4f27f911c6d39953c","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://finance.sina.com.cn/tech/2021-10-11/doc-iktzqtyu0861443.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138279004","content_text":"10月11日晚间消息，针对上海研发团队裁员的传闻，贝壳找房回应称，对上海地区金融等部分业务进行调整，涉及到的员工将严格遵守国家劳动法等相关法律法规进行妥善安排。\n今日有媒体报道，贝壳找房上海研发团队全员被优化，裁员补偿为“N+3”。\n对此，贝壳找房方面表示，今年以来，行业环境发生较大变化，公司据此对上海地区金融等部分业务进行调整。对于此次调整涉及到的员工，将严格遵守国家劳动法等相关法律法规进行妥善安排，同时为其优先提供内部转岗机会。（张俊）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828109147,"gmtCreate":1633855319877,"gmtModify":1633855319877,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828109147","repostId":"1107737901","repostType":4,"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860796527,"gmtCreate":1632208656369,"gmtModify":1632802054552,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860796527","repostId":"1100031374","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860796998,"gmtCreate":1632208581314,"gmtModify":1632802055165,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860796998","repostId":"1100031374","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819922645,"gmtCreate":1630028847287,"gmtModify":1704954832282,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819922645","repostId":"1119252074","repostType":2,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834818019,"gmtCreate":1629788764731,"gmtModify":1631891690449,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834818019","repostId":"2161677057","repostType":2,"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832630413,"gmtCreate":1629616454232,"gmtModify":1631888721672,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"机器人成精 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11:09","market":"hk","language":"zh","title":"蔚来NIO Pilot首起致死车祸！90后企业家车主高速事故丧生，智能驾驶能力再受质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2159821215","media":"财经自媒体","summary":"90后企业家车主高速事故丧生，智能驾驶能力再受质疑。　　31岁企业家，在一场高速车祸中去世。　　除了年轻企业家身亡，还有关于蔚来NOP和量产车自动驾驶功能的讨论。　　实际上，这也是蔚来第一起明确的NIO Pilot相关的致死事故。　　由于讣告中明确，当时正在开启蔚来NOP领航功能，于是关于量产车上使用的智能驾驶功能，也再次受到热议。　　蔚来NIO Pilot，与蔚来首款量产车ES8一同发布的自动辅助驾驶系统。","content":"<html><body><div>\n<p cms-style=\"font-L strong-Bold\">　　<a href=\"https://laohu8.com/S/NIO\">蔚来</a>NIO Pilot首起致死车祸！90后企业家车主高速事故丧生，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶能力再受质疑</p>\n<p cms-style=\"font-L strong-Bold\">　　允中 发自 副驾寺</p>\n<p cms-style=\"font-L strong-Bold\">　　智能车参考 报道 | 公众号 AI4Auto</p>\n<p cms-style=\"font-L\">　　31岁企业家，在一场高速车祸中去世。</p>\n<p cms-style=\"font-L\">　　据其创办公司讣告称，当时“驾驶蔚来ES8汽车，启用自动驾驶功能（NOP领航状态）后，发生交通事故不幸逝世……”</p>\n<p cms-style=\"font-L\">　　蔚来方面也就此作出回应，在证券时报采访中，蔚来品牌方面回复：<font cms-style=\"font-L strong-Bold\">Navigate on Pilot（NOP）领航辅助不是自动驾驶，后续有调查结果会向外界同步信息。</font></p>\n<p cms-style=\"font-L\">　　而关于这起事故的讨论还在继续。</p>\n<p cms-style=\"font-L\">　　除了年轻企业家身亡，还有关于蔚来NOP和量产车自动驾驶功能的讨论。</p>\n<p cms-style=\"font-L\">　　实际上，这也是蔚来<font cms-style=\"font-L strong-Bold color180\">第一起</font>明确的NIO Pilot相关的致死事故。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/392/w550h642/20210815/eaec-2ad4ca1bf29bed0ee4626ae3e87ce477.jpg\"/><span></span></div>\n<p cms-style=\"font-L strong-Bold\">　　自动辅助驾驶致死车祸</p>\n<p cms-style=\"font-L\">　　最初消息由美一好品牌管理公司披露，在其讣告中称，公司创始人<font cms-style=\"font-L\">林文钦</font>，驾驶蔚来ES8汽车，启用自动驾驶功能（NOP领航状态）后，在沈海高速涵江段发生交通事故不幸逝世，终年31岁。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L\">林文钦</font>是餐饮领域的90后知名创业者，江湖昵称“萌剑客”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/558/w550h808/20210815/3058-d5f00897d1142a9638836ecb399e9f26.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　先后创立了“意淇港式下午茶”、“大喜麻辣拌”、“锅聚侠”、“甲如花甲粉”等多个知名餐连锁品牌，全国加盟店超500余家。</p>\n<p cms-style=\"font-L\">　　据网友曝光的资料，车祸现场惨烈。</p>\n<p cms-style=\"font-L\">　　蔚来ES8车身前部和A柱位置严重变形。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/64/w550h314/20210815/95cb-a4c9354565ef9ee84557f28568cbfb61.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　另一辆受撞击车辆，侧翻在地，同样变形严重。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/274/w545h529/20210815/db80-fe6ceed09df9372ac386fb06c4730dbb.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　由于讣告中明确，当时正在开启蔚来NOP领航功能，于是关于量产车上使用的智能驾驶功能，也再次受到热议。</p>\n<p cms-style=\"font-L\">　　值得注意的是，就在7月30日，上海市浦东新区临港大道也发生一起严重交通事故，一辆蔚来EC6撞击石墩后车辆损毁严重并发生自燃，车主不幸遇难。</p>\n<p cms-style=\"font-L\">　　事故同样在高速驾驶状态下发生，对石墩撞击也十足离奇。</p>\n<p cms-style=\"font-L\">　　当时也有疑问，是否处于NOP状态，而非驾驶员驾驶……</p>\n<p cms-style=\"font-L\">　　不过蔚来方面表示，相关部门还在进一步调查，事故原因还需在调查后才能明确。</p>\n<p cms-style=\"font-L\">　　所以<font cms-style=\"font-L\">林文钦</font>这起事故，也成为<font cms-style=\"font-L strong-Bold color180\">第一起</font>明确的蔚来NIO Pilot致死车祸。</p>\n<p cms-style=\"font-L\">　　这个对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>AutoPilot，取名<font cms-style=\"font-L strong-Bold color180\">自动辅助驾驶</font>的智能化系统，能力水平再次来到风口浪尖。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/117/w550h367/20210815/8e48-4422280f1224a3d59a88e343ca8587ab.png\"/><span></span></div>\n<p cms-style=\"font-L strong-Bold\">　　蔚来自动辅助驾驶系统</p>\n<p cms-style=\"font-L\">　　蔚来NIO Pilot，与蔚来首款量产车ES8一同发布的自动辅助驾驶系统。</p>\n<p cms-style=\"font-L\">　　采用选配的方式销售。</p>\n<p cms-style=\"font-L\">　　有精选包和全配包两种，价格分别为1.5万元、3.9万元。</p>\n<p cms-style=\"font-L\">　　蔚来官网介绍，NIO Pilot自动辅助驾驶系统由蔚来自主研发，搭载全球领先<font cms-style=\"font-L strong-Bold color180\"><a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> EyeQ4</font>自动驾驶芯片。支持<font cms-style=\"font-L strong-Bold color180\">超过20项</font>辅助驾驶功能，支持远程车辆软件升级（FOTA）。持续进化，常用常新。</p>\n<p cms-style=\"font-L\">　　比如高速环路上的定速巡航、车道保持、前向碰撞预警和自动紧急制动都是基础功能。</p>\n<p cms-style=\"font-L\">　　而此次事故后被热议的<font cms-style=\"font-L strong-Bold color180\">蔚来NOP</font>，就是NIO Pilot在高速环路场景下的功能。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/163/w550h413/20210815/a172-7ac956571ac97eac21f6e6afbae656bf.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　去年开始，蔚来宣布开始释放：自动辅助导航驾驶（NOP）和视觉融合全自动泊车系统（S-APA with Fusion）。</p>\n<p cms-style=\"font-L\">　　成为“全球唯二实现自动导航驾驶辅助”的品牌（此前仅有特斯拉一家），官方数据称超过50%的用户选装了这一NIO Pilot功能。开启蔚来领航辅助的车辆，可以实现更高级的自动驾驶</p>\n<p cms-style=\"font-L\">　　比如说：自动汇入主路、自动变道超车、自动切换高速、自动驶离主路、主动刹车等等。</p>\n<p cms-style=\"font-L\">　　但如此“智能”能力之下，却也有一些诡异事故。</p>\n<p cms-style=\"font-L\">　　在今年1月，一辆蔚来ES8，在G15沈海高速上追尾一辆五菱宏光。</p>\n<p cms-style=\"font-L\">　　据称事发后，五菱宏光被撞出30米远，而蔚来ES8则是左侧车轮脱落，半轴断裂，车头部位损毁严重。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/110/w550h360/20210815/3947-b54e100403997463e33cc40af5b7fbe6.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　之所以诡异，是因为当时这辆五菱宏光据报因为轮胎问题，抛锚在高速公路的最内侧车道，五菱车主前往车辆后方放置警告标志，并且还招手向后续车辆发出警示。</p>\n<p cms-style=\"font-L\">　　然而从曝光的视频看，蔚来ES8全程没有明显减速，最后发生惨烈追尾。</p>\n<p cms-style=\"font-L\">　　事故之后，蔚来NIO Pilot的感知识别、主动刹车等能力，都受到质疑。</p>\n<p cms-style=\"font-L\">　　幸运的是，那次事故中，蔚来车主并未有严重伤亡情况。</p>\n<p cms-style=\"font-L\">　　这是这一次，幸运没有再次发生。</p>\n<p cms-style=\"font-L\">　　当然，类似的事故，也正在引起国家相关部门的重视。</p>\n<p cms-style=\"font-L\">　　刚刚出台的工信部新规，就对智能车相关的自动驾驶能力，面向提供方——车企给出了明确指引。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/12/w550h262/20210815/206a-5ac32ff7c0378bc4a207835626aa33dd.png\"/><span></span></div>\n<p cms-style=\"font-L strong-Bold\">　　工信部新规：加强自动驾驶产品管理</p>\n<p cms-style=\"font-L\">　　8月12日，工信部印发了《关于加强智能网联汽车生产企业及产品准入管理的意见》，对智能车在数据和安全方面，作出了明确规定。</p>\n<p cms-style=\"font-L\">　　《意见》中，对涉及自动驾驶功能的产品管理，按照使用前后做了不同层级的要求明确，其中对<font cms-style=\"font-L strong-Bold color180\">车企</font>侧给出了以下几大规范指引：</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">车企要明确边界：</font></p>\n<p cms-style=\"font-L\">　　严格履行告知义务。车企针对自家的驾驶辅助和自动驾驶功能，明确告知车辆功能、性能限制、驾驶员职责，功能激活和退出条件等等。</p>\n<p cms-style=\"font-L\">　　直白说来，你的车有怎样的自动驾驶能力？</p>\n<p cms-style=\"font-L\">　　究竟能做什么？不能做什么？能做到什么？不能做到什么？</p>\n<p cms-style=\"font-L\">　　这种<font cms-style=\"font-L strong-Bold color180\">告知义务</font>的明确，看起来也是为防止车企出于产品销售的夸大宣传。</p>\n<p cms-style=\"font-L\">　　或许接下来，就会有针对广告营销中对自动驾驶能力的明确规定了。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">车企确保司机在履行驾驶责任：</font></p>\n<p cms-style=\"font-L\">　　《意见》紧接着进一步提出要求，需要车企在功能上确保司机的驾驶责任。</p>\n<p cms-style=\"font-L\">　　比如企业生产具有组合驾驶辅助功能的汽车产品的，应采取<font cms-style=\"font-L strong-Bold color180\">脱手检测</font>等技术措施，保障驾驶员始终在执行相应的动态驾驶任务。</p>\n<p cms-style=\"font-L\">　　这实际也对车厂提出了更多责任上的要求，做好前置性的功能使用保障，而不是依赖于用户是否“正确使用”。</p>\n<p cms-style=\"font-L\">　　《意见》的思路指向应该也很明确了，如果车主“不正确使用”，那车厂应该做的是“准确识别并中止使用”。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">有识别自动驾驶功能失效条件的能力：</font></p>\n<p cms-style=\"font-L\">　　这同样是对车企自动驾驶功能和产品的要求，需要能自动识别自动驾驶系统失效，以及是否持续满足设计运行条件，并能采取风险减缓措施，达到最小风险状态。</p>\n<p cms-style=\"font-L\">　　直白来说，车企对自家自动驾驶能力要知<font cms-style=\"font-L strong-Bold color180\">边界</font>，有不断检测路况场景是否可能会触及边界，有对长尾场景的应对和车主保护冗余。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">明确让车主知晓驾驶状态：</font></p>\n<p cms-style=\"font-L\">　　应具备人机交互功能，显示自动驾驶系统运行状态。在特定条件下需要驾驶员执行动态驾驶任务的，应具备识别驾驶员执行动态驾驶任务能力的功能。车辆应能够依法依规合理使用灯光信号、声音等方式与其他道路使用者进行交互。</p>\n<p cms-style=\"font-L\">　　通俗来说，就是自动驾驶的时候需要让车主知道车在自动驾驶，需要接管的时候，需要有技术保障来确保车主接管。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">数据存档，方便事故责任判定：</font></p>\n<p cms-style=\"font-L\">　　应具有事件数据记录系统和自动驾驶数据记录系统，满足相关功能、性能和安全性要求，用于事故重建、责任判定及原因分析等。</p>\n<p cms-style=\"font-L\">　　其中，自动驾驶数据记录系统记录的数据应包括车辆及系统基本信息、车辆状态及动态信息、自动驾驶系统运行信息、行车环境信息、驾乘人员操作及状态信息、故障信息等。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">另外，自动驾驶产品上线的数据要求。</font></p>\n<p cms-style=\"font-L\">　　应满足功能安全、预期功能安全、网络安全等过程保障要求，以及模拟仿真、封闭场地、实际道路、网络安全、软件升级、数据记录等测试要求，避免车辆在设计运行条件内发生可预见且可预防的安全事故。</p>\n<p cms-style=\"font-L\">　　此外，《意见》还明确规定：</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">自动驾驶功能的OTA必须要过审批。</font></p>\n<p cms-style=\"font-L\">　　企业实施在线升级活动前，应当确保汽车产品符合国家法律法规、技术标准及技术规范等相关要求并向工业和信息化部备案，涉及安全、节能、环保、防盗等技术参数变更的应提前向工业和信息化部申报，保证汽车产品生产一致性。</p>\n<p cms-style=\"font-L\">　　未经审批，不得通过在线等软件升级方式新增或更新汽车自动驾驶功能。</p>\n<p cms-style=\"font-L\">　　从《意见》整体体现的精神来看，也是在全方位加强量产车自动驾驶功能的安全性和责任意识。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold color180\">无论是宣传上，还是功能使用层面，都要把车主生命和财产安全放在第一位。</font></p>\n<p cms-style=\"font-L\">　　而在此之前，该方向上主要靠车企道德和责任意识高下。</p>\n<p cms-style=\"font-L\">　　导致有车企利用监管对新事物的容忍空间，把责任完全放在车主一边。</p>\n<p cms-style=\"font-L\">　　既利用“自动驾驶”宣传营销，把不成熟的辅助驾驶系统作为卖点，又在出现车祸事故后，用<font cms-style=\"font-L strong-Bold color180\">“车主未能正确使用”</font>作为理由逃避追责。</p>\n<p cms-style=\"font-L\">　　显然，这种钻空子和不负责任的做法，正在引起国家相关部门的警惕。</p>\n<p cms-style=\"font-L\">　　量产自动驾驶、自动辅助驾驶、各种名目的Pilot……</p>\n<p cms-style=\"font-L\">　　野蛮生长的日子，到头了。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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>蔚来NIO Pilot首起致死车祸！90后企业家车主高速事故丧生，智能驾驶能力再受质疑</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蔚来NIO Pilot首起致死车祸！90后企业家车主高速事故丧生，智能驾驶能力再受质疑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/gsnews/2021-08-15/doc-ikqciyzm1552155.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来NIO Pilot首起致死车祸！90后企业家车主高速事故丧生，智能驾驶能力再受质疑\n　　允中 发自 副驾寺\n　　智能车参考 报道 | 公众号 AI4Auto\n　　31岁企业家，在一场高速车祸中去世。\n　　据其创办公司讣告称，当时“驾驶蔚来ES8汽车，启用自动驾驶功能（NOP领航状态）后，发生交通事故不幸逝世……”\n　　蔚来方面也就此作出回应，在证券时报采访中，蔚来品牌方面回复：Navigate...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2021-08-15/doc-ikqciyzm1552155.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0090cc485ea4ba6d267489389e83608b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2021-08-15/doc-ikqciyzm1552155.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2159821215","content_text":"蔚来NIO Pilot首起致死车祸！90后企业家车主高速事故丧生，智能驾驶能力再受质疑\n　　允中 发自 副驾寺\n　　智能车参考 报道 | 公众号 AI4Auto\n　　31岁企业家，在一场高速车祸中去世。\n　　据其创办公司讣告称，当时“驾驶蔚来ES8汽车，启用自动驾驶功能（NOP领航状态）后，发生交通事故不幸逝世……”\n　　蔚来方面也就此作出回应，在证券时报采访中，蔚来品牌方面回复：Navigate on Pilot（NOP）领航辅助不是自动驾驶，后续有调查结果会向外界同步信息。\n　　而关于这起事故的讨论还在继续。\n　　除了年轻企业家身亡，还有关于蔚来NOP和量产车自动驾驶功能的讨论。\n　　实际上，这也是蔚来第一起明确的NIO Pilot相关的致死事故。\n\n　　自动辅助驾驶致死车祸\n　　最初消息由美一好品牌管理公司披露，在其讣告中称，公司创始人林文钦，驾驶蔚来ES8汽车，启用自动驾驶功能（NOP领航状态）后，在沈海高速涵江段发生交通事故不幸逝世，终年31岁。\n　　林文钦是餐饮领域的90后知名创业者，江湖昵称“萌剑客”。\n\n　　先后创立了“意淇港式下午茶”、“大喜麻辣拌”、“锅聚侠”、“甲如花甲粉”等多个知名餐连锁品牌，全国加盟店超500余家。\n　　据网友曝光的资料，车祸现场惨烈。\n　　蔚来ES8车身前部和A柱位置严重变形。\n\n　　另一辆受撞击车辆，侧翻在地，同样变形严重。\n\n　　由于讣告中明确，当时正在开启蔚来NOP领航功能，于是关于量产车上使用的智能驾驶功能，也再次受到热议。\n　　值得注意的是，就在7月30日，上海市浦东新区临港大道也发生一起严重交通事故，一辆蔚来EC6撞击石墩后车辆损毁严重并发生自燃，车主不幸遇难。\n　　事故同样在高速驾驶状态下发生，对石墩撞击也十足离奇。\n　　当时也有疑问，是否处于NOP状态，而非驾驶员驾驶……\n　　不过蔚来方面表示，相关部门还在进一步调查，事故原因还需在调查后才能明确。\n　　所以林文钦这起事故，也成为第一起明确的蔚来NIO Pilot致死车祸。\n　　这个对标特斯拉AutoPilot，取名自动辅助驾驶的智能化系统，能力水平再次来到风口浪尖。\n\n　　蔚来自动辅助驾驶系统\n　　蔚来NIO Pilot，与蔚来首款量产车ES8一同发布的自动辅助驾驶系统。\n　　采用选配的方式销售。\n　　有精选包和全配包两种，价格分别为1.5万元、3.9万元。\n　　蔚来官网介绍，NIO Pilot自动辅助驾驶系统由蔚来自主研发，搭载全球领先Mobileye EyeQ4自动驾驶芯片。支持超过20项辅助驾驶功能，支持远程车辆软件升级（FOTA）。持续进化，常用常新。\n　　比如高速环路上的定速巡航、车道保持、前向碰撞预警和自动紧急制动都是基础功能。\n　　而此次事故后被热议的蔚来NOP，就是NIO Pilot在高速环路场景下的功能。\n\n　　去年开始，蔚来宣布开始释放：自动辅助导航驾驶（NOP）和视觉融合全自动泊车系统（S-APA with Fusion）。\n　　成为“全球唯二实现自动导航驾驶辅助”的品牌（此前仅有特斯拉一家），官方数据称超过50%的用户选装了这一NIO Pilot功能。开启蔚来领航辅助的车辆，可以实现更高级的自动驾驶\n　　比如说：自动汇入主路、自动变道超车、自动切换高速、自动驶离主路、主动刹车等等。\n　　但如此“智能”能力之下，却也有一些诡异事故。\n　　在今年1月，一辆蔚来ES8，在G15沈海高速上追尾一辆五菱宏光。\n　　据称事发后，五菱宏光被撞出30米远，而蔚来ES8则是左侧车轮脱落，半轴断裂，车头部位损毁严重。\n\n　　之所以诡异，是因为当时这辆五菱宏光据报因为轮胎问题，抛锚在高速公路的最内侧车道，五菱车主前往车辆后方放置警告标志，并且还招手向后续车辆发出警示。\n　　然而从曝光的视频看，蔚来ES8全程没有明显减速，最后发生惨烈追尾。\n　　事故之后，蔚来NIO Pilot的感知识别、主动刹车等能力，都受到质疑。\n　　幸运的是，那次事故中，蔚来车主并未有严重伤亡情况。\n　　这是这一次，幸运没有再次发生。\n　　当然，类似的事故，也正在引起国家相关部门的重视。\n　　刚刚出台的工信部新规，就对智能车相关的自动驾驶能力，面向提供方——车企给出了明确指引。\n\n　　工信部新规：加强自动驾驶产品管理\n　　8月12日，工信部印发了《关于加强智能网联汽车生产企业及产品准入管理的意见》，对智能车在数据和安全方面，作出了明确规定。\n　　《意见》中，对涉及自动驾驶功能的产品管理，按照使用前后做了不同层级的要求明确，其中对车企侧给出了以下几大规范指引：\n　　车企要明确边界：\n　　严格履行告知义务。车企针对自家的驾驶辅助和自动驾驶功能，明确告知车辆功能、性能限制、驾驶员职责，功能激活和退出条件等等。\n　　直白说来，你的车有怎样的自动驾驶能力？\n　　究竟能做什么？不能做什么？能做到什么？不能做到什么？\n　　这种告知义务的明确，看起来也是为防止车企出于产品销售的夸大宣传。\n　　或许接下来，就会有针对广告营销中对自动驾驶能力的明确规定了。\n　　车企确保司机在履行驾驶责任：\n　　《意见》紧接着进一步提出要求，需要车企在功能上确保司机的驾驶责任。\n　　比如企业生产具有组合驾驶辅助功能的汽车产品的，应采取脱手检测等技术措施，保障驾驶员始终在执行相应的动态驾驶任务。\n　　这实际也对车厂提出了更多责任上的要求，做好前置性的功能使用保障，而不是依赖于用户是否“正确使用”。\n　　《意见》的思路指向应该也很明确了，如果车主“不正确使用”，那车厂应该做的是“准确识别并中止使用”。\n　　有识别自动驾驶功能失效条件的能力：\n　　这同样是对车企自动驾驶功能和产品的要求，需要能自动识别自动驾驶系统失效，以及是否持续满足设计运行条件，并能采取风险减缓措施，达到最小风险状态。\n　　直白来说，车企对自家自动驾驶能力要知边界，有不断检测路况场景是否可能会触及边界，有对长尾场景的应对和车主保护冗余。\n　　明确让车主知晓驾驶状态：\n　　应具备人机交互功能，显示自动驾驶系统运行状态。在特定条件下需要驾驶员执行动态驾驶任务的，应具备识别驾驶员执行动态驾驶任务能力的功能。车辆应能够依法依规合理使用灯光信号、声音等方式与其他道路使用者进行交互。\n　　通俗来说，就是自动驾驶的时候需要让车主知道车在自动驾驶，需要接管的时候，需要有技术保障来确保车主接管。\n　　数据存档，方便事故责任判定：\n　　应具有事件数据记录系统和自动驾驶数据记录系统，满足相关功能、性能和安全性要求，用于事故重建、责任判定及原因分析等。\n　　其中，自动驾驶数据记录系统记录的数据应包括车辆及系统基本信息、车辆状态及动态信息、自动驾驶系统运行信息、行车环境信息、驾乘人员操作及状态信息、故障信息等。\n　　另外，自动驾驶产品上线的数据要求。\n　　应满足功能安全、预期功能安全、网络安全等过程保障要求，以及模拟仿真、封闭场地、实际道路、网络安全、软件升级、数据记录等测试要求，避免车辆在设计运行条件内发生可预见且可预防的安全事故。\n　　此外，《意见》还明确规定：\n　　自动驾驶功能的OTA必须要过审批。\n　　企业实施在线升级活动前，应当确保汽车产品符合国家法律法规、技术标准及技术规范等相关要求并向工业和信息化部备案，涉及安全、节能、环保、防盗等技术参数变更的应提前向工业和信息化部申报，保证汽车产品生产一致性。\n　　未经审批，不得通过在线等软件升级方式新增或更新汽车自动驾驶功能。\n　　从《意见》整体体现的精神来看，也是在全方位加强量产车自动驾驶功能的安全性和责任意识。\n　　无论是宣传上，还是功能使用层面，都要把车主生命和财产安全放在第一位。\n　　而在此之前，该方向上主要靠车企道德和责任意识高下。\n　　导致有车企利用监管对新事物的容忍空间，把责任完全放在车主一边。\n　　既利用“自动驾驶”宣传营销，把不成熟的辅助驾驶系统作为卖点，又在出现车祸事故后，用“车主未能正确使用”作为理由逃避追责。\n　　显然，这种钻空子和不负责任的做法，正在引起国家相关部门的警惕。\n　　量产自动驾驶、自动辅助驾驶、各种名目的Pilot……\n　　野蛮生长的日子，到头了。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891067678,"gmtCreate":1628308913794,"gmtModify":1631891690508,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg 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upupup[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891067678","repostId":"1122174975","repostType":4,"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807418153,"gmtCreate":1628049335972,"gmtModify":1631891690544,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"的却[真香]&nbsp;","listText":"的却[真香]&nbsp;","text":"的却[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807418153","repostId":"1116649075","repostType":4,"repost":{"id":"1116649075","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":1628048171,"share":"https://www.laohu8.com/m/news/1116649075?lang=&edition=full","pubTime":"2021-08-04 11:36","market":"us","language":"zh","title":"恒生科技指数涨超3%，腾讯控股反弹逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116649075","media":"老虎资讯综合","summary":"8月4日讯，恒生科技指数涨超3%，舜宇光学科技涨超6%，腾讯控股反弹逾4%。消息面上，8月4日，王者荣耀发布健康系统升级公告，腾讯控股为进一步加大未成年人的保护力度，将升级健康系统规则，未成年用户每日","content":"<p>8月4日讯，恒生科技指数涨超3%，<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>涨超6%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>反弹逾4%。<img src=\"https://static.tigerbbs.com/0600679cdc71bb9ca0bf0c404d90cd5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">消息面上，8月4日，王者荣耀发布健康系统升级公告，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>为进一步加大未成年人的保护力度，将升级健康系统规则，未成年用户每日22时至次日8时禁玩，国家法定节假日每日限玩2小时，其他时间每日限玩1小时。未满12周岁的用户无法进行游戏充值。<img src=\"https://static.tigerbbs.com/a94478bcd4c54227262bda065fd63803\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\">另外，据日经新闻，<a href=\"https://laohu8.com/S/002475\">立讯精密</a>将为iPhone 13系列生产多达3%的产品，从竞争对手富士康及和硕中赢得订单。位于湖南的<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>此前只为iPhone供应玻璃背板和盖板玻璃，但今年也将首次供应金属外壳。有知情人士称，<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>今年首次进入iPhone供应链，将提供后置摄像头镜头，但份额仍然很小。另外，知情人士表示，如果京东方在本季度获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的批准，最快将在下个季度开始为iPhone 13系列提供OLED显示屏。截至发稿时，苹果、立讯精密、蓝思科技、京东方和舜宇光学科技均未回应日经的置评请求。<img src=\"https://static.tigerbbs.com/af8276b76c8f85019d628cd587161965\" tg-width=\"774\" tg-height=\"2158\" 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>恒生科技指数涨超3%，腾讯控股反弹逾4%</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恒生科技指数涨超3%，腾讯控股反弹逾4%\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\">2021-08-04 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月4日讯，恒生科技指数涨超3%，<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>涨超6%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>反弹逾4%。<img src=\"https://static.tigerbbs.com/0600679cdc71bb9ca0bf0c404d90cd5c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">消息面上，8月4日，王者荣耀发布健康系统升级公告，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>为进一步加大未成年人的保护力度，将升级健康系统规则，未成年用户每日22时至次日8时禁玩，国家法定节假日每日限玩2小时，其他时间每日限玩1小时。未满12周岁的用户无法进行游戏充值。<img src=\"https://static.tigerbbs.com/a94478bcd4c54227262bda065fd63803\" tg-width=\"550\" tg-height=\"374\" referrerpolicy=\"no-referrer\">另外，据日经新闻，<a href=\"https://laohu8.com/S/002475\">立讯精密</a>将为iPhone 13系列生产多达3%的产品，从竞争对手富士康及和硕中赢得订单。位于湖南的<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>此前只为iPhone供应玻璃背板和盖板玻璃，但今年也将首次供应金属外壳。有知情人士称，<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>今年首次进入iPhone供应链，将提供后置摄像头镜头，但份额仍然很小。另外，知情人士表示，如果京东方在本季度获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的批准，最快将在下个季度开始为iPhone 13系列提供OLED显示屏。截至发稿时，苹果、立讯精密、蓝思科技、京东方和舜宇光学科技均未回应日经的置评请求。<img src=\"https://static.tigerbbs.com/af8276b76c8f85019d628cd587161965\" tg-width=\"774\" tg-height=\"2158\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数","02382":"舜宇光学科技","HSTECH":"恒生科技指数","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116649075","content_text":"8月4日讯，恒生科技指数涨超3%，舜宇光学科技涨超6%，腾讯控股反弹逾4%。消息面上，8月4日，王者荣耀发布健康系统升级公告，腾讯控股为进一步加大未成年人的保护力度，将升级健康系统规则，未成年用户每日22时至次日8时禁玩，国家法定节假日每日限玩2小时，其他时间每日限玩1小时。未满12周岁的用户无法进行游戏充值。另外，据日经新闻，立讯精密将为iPhone 13系列生产多达3%的产品，从竞争对手富士康及和硕中赢得订单。位于湖南的蓝思科技此前只为iPhone供应玻璃背板和盖板玻璃，但今年也将首次供应金属外壳。有知情人士称，舜宇光学科技今年首次进入iPhone供应链，将提供后置摄像头镜头，但份额仍然很小。另外，知情人士表示，如果京东方在本季度获得苹果的批准，最快将在下个季度开始为iPhone 13系列提供OLED显示屏。截至发稿时，苹果、立讯精密、蓝思科技、京东方和舜宇光学科技均未回应日经的置评请求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":877793779,"gmtCreate":1637980052165,"gmtModify":1637980280375,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>怎么可以垃圾成这样[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>怎么可以垃圾成这样[流泪]&nbsp;","text":"$老虎证券(TIGR)$怎么可以垃圾成这样[流泪]","images":[{"img":"https://static.tigerbbs.com/a1d57809dc019c33f4d72c830f2ac708","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877793779","isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828109147,"gmtCreate":1633855319877,"gmtModify":1633855319877,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828109147","repostId":"1107737901","repostType":4,"repost":{"id":"1107737901","pubTimestamp":1633745834,"share":"https://www.laohu8.com/m/news/1107737901?lang=&edition=full","pubTime":"2021-10-09 10:17","market":"us","language":"zh","title":"9月非农爆冷，会影响美联储11月taper吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107737901","media":"东吴证券","summary":"总体来看，我们认为9月非农虽然不及预期，但对于11月的taper影响不大。","content":"<p>作者：段萌，陶川</p>\n<p>美国东部时间10月8日，美国劳工部公布9月非农就业数据：9月新增非农就业19.4万，远低于市场预期的50万;失业率降至4.8%，但劳动参与率下滑0.1%至61.6%。本次非农数据爆冷，主要受到政府部门就业减少的拖累，不过7月和8月的数据被上修共计16.9万，缓解了9月数据的疲软，新增就业3个月移动平均值仍接近60万。总体来看，我们认为9月非农虽然不及预期，但对于11月的taper影响不大。</p>\n<p><img src=\"https://static.tigerbbs.com/69e4bbb7a467b4f81685863a87a4ac52\" tg-width=\"651\" tg-height=\"429\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>9月政府部门非农就业减少12.3万(图2)。今年9月的返校招聘人数低于往年，导致季调后政府教育工作者就业人数减少16.1万(图3)。此外，与疫情相关的人员配置波动扭曲了正常的季节性招聘和裁员模式，使得就业变化难以被解析。服务业方面，新增就业的最大拉动力来自休闲和酒店业以及专业和商业服务业，此外，零售业就业数据强势修复。</p>\n<p><img src=\"https://static.tigerbbs.com/b6c324b97a10650a09c102397886cfec\" tg-width=\"1028\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>紧俏的劳动力供给缓解有限。时薪增速依然高涨(图4、图5)，近来职位空缺数和离职率居历史高位(图6)。</p>\n<p><img src=\"https://static.tigerbbs.com/a8bfe1a575cf1be192a85bccaaf5db96\" tg-width=\"697\" tg-height=\"455\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/9029868c6d4c1f2f1ef6bd2a3f6c987a\" tg-width=\"807\" tg-height=\"527\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/53e3f8714c375bdc8607e287be87ad7f\" tg-width=\"705\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>前市场预计9月初增强失业救济到期会促进就业回归，但当前来看，就业回归意向不及预期(图7)。</p>\n<p><img src=\"https://static.tigerbbs.com/f32a26d73e154d9c4f81420d8e36df8a\" tg-width=\"710\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>旧金山联储工作报告以《关怀法案》600美元/周的额外失业救济为例(图8)，估算9月到期的增强失业救济对于失业者就职的替代效用约为七分之一，即7位收到合适offer的失业者中，仅一人会因享有增强失业救济而拒绝工作。折合失业者就职率均值25%，增强失业救济金仅对失业者就职造成约3.5%的拖累，因此短期来看，其到期对于劳动力供给的缓解有限。</p>\n<p><img src=\"https://static.tigerbbs.com/f1ae69471fdd19eb95d6204cbdc235d0\" tg-width=\"694\" tg-height=\"476\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>9月非农数据对货币政策的影响如何?</b></p>\n<p>Taper方面，若不考虑政府部门减少的就业，9月新增非农就业将超30万，可以说是满足鲍威尔还算体面的描述(“reasonably good”)，我们预计十一月宣布taper的问题不大。</p>\n<p>加息方面，部分美联储官员的讲话表示充分就业是加息的条件。相对于美国国会预算办公室2020年的预测数据，当前美国经济距离充分就业仍有约700万的缺口。如果按照当前速度，月均新增就业约50万人，首次加息时点可能递延至2023年，晚于当前市场2022年12月的预期。更加乐观的假设下，若月均新增60万就业人数的速度来测算，12个月后(2022年9月)便可达到充分就业的条件。</p>\n<p>总体来说，我们将持续跟踪美国就业数据，并提示警惕在经济即将达到充分就业情况下的加息风险。此外，在疫情反复、飓风等外部因素的扰动下，劳动力供给侧的改善可能慢于市场预期，薪资上涨风险可能加剧通胀压力。</p>\n<p><b>风险提示：</b>疫情扩散超预期，国内外政策超预期。</p>","source":"lsy1593671620391","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>9月非农爆冷，会影响美联储11月taper吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\n9月非农爆冷，会影响美联储11月taper吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/571611.html><strong>东吴证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：段萌，陶川\n美国东部时间10月8日，美国劳工部公布9月非农就业数据：9月新增非农就业19.4万，远低于市场预期的50万;失业率降至4.8%，但劳动参与率下滑0.1%至61.6%。本次非农数据爆冷，主要受到政府部门就业减少的拖累，不过7月和8月的数据被上修共计16.9万，缓解了9月数据的疲软，新增就业3个月移动平均值仍接近60万。总体来看，我们认为9月非农虽然不及预期，但对于11月的taper...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/571611.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/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/571611.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107737901","content_text":"作者：段萌，陶川\n美国东部时间10月8日，美国劳工部公布9月非农就业数据：9月新增非农就业19.4万，远低于市场预期的50万;失业率降至4.8%，但劳动参与率下滑0.1%至61.6%。本次非农数据爆冷，主要受到政府部门就业减少的拖累，不过7月和8月的数据被上修共计16.9万，缓解了9月数据的疲软，新增就业3个月移动平均值仍接近60万。总体来看，我们认为9月非农虽然不及预期，但对于11月的taper影响不大。\n\n9月政府部门非农就业减少12.3万(图2)。今年9月的返校招聘人数低于往年，导致季调后政府教育工作者就业人数减少16.1万(图3)。此外，与疫情相关的人员配置波动扭曲了正常的季节性招聘和裁员模式，使得就业变化难以被解析。服务业方面，新增就业的最大拉动力来自休闲和酒店业以及专业和商业服务业，此外，零售业就业数据强势修复。\n\n紧俏的劳动力供给缓解有限。时薪增速依然高涨(图4、图5)，近来职位空缺数和离职率居历史高位(图6)。\n\n前市场预计9月初增强失业救济到期会促进就业回归，但当前来看，就业回归意向不及预期(图7)。\n\n旧金山联储工作报告以《关怀法案》600美元/周的额外失业救济为例(图8)，估算9月到期的增强失业救济对于失业者就职的替代效用约为七分之一，即7位收到合适offer的失业者中，仅一人会因享有增强失业救济而拒绝工作。折合失业者就职率均值25%，增强失业救济金仅对失业者就职造成约3.5%的拖累，因此短期来看，其到期对于劳动力供给的缓解有限。\n\n9月非农数据对货币政策的影响如何?\nTaper方面，若不考虑政府部门减少的就业，9月新增非农就业将超30万，可以说是满足鲍威尔还算体面的描述(“reasonably good”)，我们预计十一月宣布taper的问题不大。\n加息方面，部分美联储官员的讲话表示充分就业是加息的条件。相对于美国国会预算办公室2020年的预测数据，当前美国经济距离充分就业仍有约700万的缺口。如果按照当前速度，月均新增就业约50万人，首次加息时点可能递延至2023年，晚于当前市场2022年12月的预期。更加乐观的假设下，若月均新增60万就业人数的速度来测算，12个月后(2022年9月)便可达到充分就业的条件。\n总体来说，我们将持续跟踪美国就业数据，并提示警惕在经济即将达到充分就业情况下的加息风险。此外，在疫情反复、飓风等外部因素的扰动下，劳动力供给侧的改善可能慢于市场预期，薪资上涨风险可能加剧通胀压力。\n风险提示：疫情扩散超预期，国内外政策超预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805675658,"gmtCreate":1627880117574,"gmtModify":1633755646183,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like[微笑]&nbsp;","listText":"Like[微笑]&nbsp;","text":"Like[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805675658","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week</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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p>\n<p>Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p>\n<p><img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p>\n<p>The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p>\n<p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p>\n<p><b>Monday 8/2</b></p>\n<p>CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p>\n<p>GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p>\n<p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p>\n<p><b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p>\n<p><b>Tuesday 8/3</b></p>\n<p>Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p>\n<p><b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p>\n<p><b>Wednesday 8/4</b></p>\n<p>Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p>\n<p><b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p>\n<p><b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p>\n<p><b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p>\n<p><b>Thursday 8/5</b></p>\n<p>Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p>\n<p>Friday 8/6</p>\n<p><b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p>\n<p>DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc.","BABA":"阿里巴巴","GM":"通用汽车","UBER":"优步",".DJI":"道琼斯","GE":"GE航空航天","ROKU":"Roku Inc",".IXIC":"NASDAQ Composite","EA":"艺电",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178295413,"gmtCreate":1626822759532,"gmtModify":1633770786745,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178295413","repostId":"2153924256","repostType":4,"repost":{"id":"2153924256","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626812915,"share":"https://www.laohu8.com/m/news/2153924256?lang=&edition=full","pubTime":"2021-07-21 04:28","market":"us","language":"en","title":"Wall Street bounces back on renewed economic optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2153924256","media":"Reuters","summary":"NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-d","content":"<p>NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.</p>\n<p>All three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.</p>\n<p>The S&amp;P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.</p>\n<p>\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p>\n<p>Economically sensitive small caps&nbsp;and transports&nbsp;outperformed the broader market.</p>\n<p>Benchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.</p>\n<p>\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"</p>\n<p>Mounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.</p>\n<p>\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"</p>\n<p>The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&amp;P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.</p>\n<p>Second-quarter reporting season has hit full-stride, with 56 of the companies in the S&amp;P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.</p>\n<p>Analysts now see annual S&amp;P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.</p>\n<p>Halliburton Co&nbsp;rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.</p>\n<p>Peloton Interactive Inc&nbsp;advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.</p>\n<p>Moderna's&nbsp;stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&amp;P 500 on Wednesday.</p>\n<p>Netflix Inc&nbsp;shares dipped more than 3% in after- hours trading after its forecast missed estimates.</p>\n<p>Shares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.</p>\n<p>Volume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.</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>Wall Street bounces back on renewed economic optimism</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\">\nWall Street bounces back on renewed economic optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-21 04:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.</p>\n<p>All three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.</p>\n<p>The S&amp;P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.</p>\n<p>\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p>\n<p>Economically sensitive small caps&nbsp;and transports&nbsp;outperformed the broader market.</p>\n<p>Benchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.</p>\n<p>\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"</p>\n<p>Mounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.</p>\n<p>\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"</p>\n<p>The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&amp;P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.</p>\n<p>Second-quarter reporting season has hit full-stride, with 56 of the companies in the S&amp;P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.</p>\n<p>Analysts now see annual S&amp;P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.</p>\n<p>Halliburton Co&nbsp;rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.</p>\n<p>Peloton Interactive Inc&nbsp;advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.</p>\n<p>Moderna's&nbsp;stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&amp;P 500 on Wednesday.</p>\n<p>Netflix Inc&nbsp;shares dipped more than 3% in after- hours trading after its forecast missed estimates.</p>\n<p>Shares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.</p>\n<p>Volume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DXD":"道指两倍做空ETF","SQQQ":"纳指三倍做空ETF","OEX":"标普100","PSQ":"纳指反向ETF","QNETCN":"纳斯达克中美互联网老虎指数","SPXU":"三倍做空标普500ETF","MRNA":"Moderna, Inc.","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","NFLX":"奈飞","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153924256","content_text":"NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.\nAll three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.\nThe S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.\n\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.\nEconomically sensitive small caps and transports outperformed the broader market.\nBenchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.\n\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"\nMounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.\n\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"\nThe Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.\nOf the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.\nSecond-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.\nAnalysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.\nHalliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.\nPeloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.\nModerna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.\nNetflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.\nShares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.\nAdvancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.\nThe S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.\nVolume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854152847,"gmtCreate":1635429518812,"gmtModify":1635429798854,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>失望透顶[正经]&nbsp;不再支持了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>失望透顶[正经]&nbsp;不再支持了","text":"$老虎证券(TIGR)$失望透顶[正经] 不再支持了","images":[{"img":"https://static.tigerbbs.com/b1871e0a3a4202bac06ee6b89180191a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854152847","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":850683425,"gmtCreate":1634596100248,"gmtModify":1634596100369,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850683425","repostId":"1117683206","repostType":4,"repost":{"id":"1117683206","pubTimestamp":1634552025,"share":"https://www.laohu8.com/m/news/1117683206?lang=&edition=full","pubTime":"2021-10-18 18:13","market":"other","language":"zh","title":"下一个十年，为何要关注东南亚？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117683206","media":"经济学人全球商...","summary":"过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注。","content":"<p><img src=\"https://static.tigerbbs.com/0ed4f87fe6914891a6b5d165b78bdad0\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注，但一个容易被忽略的事实是：行事低调的日本在东南亚地区的基建投资还要超过中国，并在新冠以来扩大了领先优势。尽管日本一直不愿意将自己追逐大型基建项目说成是与中国竞争，但显然不难看出其在战略上的变化，尤其是安倍执政期间。</p>\n<p>在东南亚的商业活动即使还不能贡献大份额收入，也可以帮助探索如何在海外经营。这里的环境既熟悉（有几千万人说中文，而且往往是商业的主力军）又多样（覆盖不同司法管辖区和各种收入阶层）。以往，亚洲企业一直把该地区作为征战全球的中转站。现在，中国的企业巨头会很乐意探索。面对更严格反垄断监管的科技业正在将目光瞄准东南亚——近七亿人口和迅猛增长的数字经济，特别是去年增长超过50%的云计算市场是一块潜力无限的沃土，随着中国加大投入，它不会成为亚马逊AWS的囊中之物。</p>\n<p>新冠爆发以来，越南的经济表现成为亮点，如今最严重的一轮疫情令越南举步维艰并扰乱了全球供应链。即使如此，与全球制造业的融合使越南经济在疫情期间保持了繁荣。2020年尽管大多数国家都经历了深度衰退，越南GDP却增长了2.9%。虽然最近疫情爆发，但今年的增速可能还会更快。世界银行于8月24日发布的最新预测认为它在2021年将增长4.8%。越南成功的秘诀是什么？增长又能否持续？</p>\n<p>海外华人与家族企业的故事也很重要。新冠带来的全球化放缓与区域化升级令东南亚华人的商业帝国与祖国间的纽带强化。泰国华人谢易初创立的正大集团就是一个颇具代表性的案例。尽管华裔在东南亚约6.5亿人口中的占比不到10％，他们却在该地区3万亿美元的经济中呼风唤雨。去年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。未来会怎么走？中国与东南亚资金与人员的密集流动仍将继续，区域的未来需要持续关注。</p>\n<p><b>01</b></p>\n<p><b>越南成为全球疫后增长亮点</b></p>\n<p>对贸易和投资的开放使这个人均GDP仅2800美元的国家成为了供应链中的重要一环。这反过来又推动了显著的扩张。在过去的30年里，它一直是世界上增长最快的五个国家之一，远超邻国（见图1）。这一履历的特点不是在许多其他前沿市场出现的那种起起落落，而是稳定增长。政府的计划甚至更为宏伟，希望越南到2045年成为高收入国家，而这项任务需要它以每年7%的速度增长。越南成功的秘诀是什么？它能否持续下去？</p>\n<p><img src=\"https://static.tigerbbs.com/d509442d8adbef8e79d35f1ba5f59dd8\" tg-width=\"667\" tg-height=\"690\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在1990年代或2000年代初期，越南经常被拿来与中国相比较，这不无道理。但两国也有很大的不同。首先，即使将越南描述为出口密集型也不足以体现它在国外的销售量。该国货物贸易额超过了GDP的200%。除了资源最丰富的国家或以海上贸易为主的城市国家之外，很少有经济体在当下或曾经有如此密集的贸易。</p>\n<p>越南与中国的不同之处不仅仅在于出口水平，还有出口商的性质。事实上，它与全球供应链的深厚连结和高水平的外国投资使它看起来更像新加坡。自1990年以来，越南每年平均获得的外国直接投资流入量相当于GDP的6%，是全球水平的两倍多——而且远远超过中国或韩国在任何一段持续时期内达到的记录。随着东亚其他地区的发展和工资上涨，越南低廉的劳动力成本和稳定的汇率吸引了全球制造商。这推动了一轮出口繁荣。但是，外国和本国公司之间不断扩大的差距如今正在形成新的问题。</p>\n<p><b>02</b></p>\n<p><b>老挝与中国经济特区</b></p>\n<p><img src=\"https://static.tigerbbs.com/066e074405e4c68608b156ab769a7663\" tg-width=\"768\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>2018年，中国投资占老挝外国直接投资的近80%。中国投资的一部分正沿着传统路线流向曼德勒（Mandalay）等地，这座缅甸城市有历史悠久的华人社区。但大部分资金正涌入“经济特区”，以利用各种激励措施，如审批更快、税收或关税减免、对商品和资本流动管制的放松。</p>\n<p>中国从本世纪头几年开始鼓励企业展开海外投资。发展海外基础设施的宏大计划“一带一路”倡议加速了这一趋势。美国智库史汀生中心（Stimson Centre）的布莱恩·艾勒（Brian Eyler）表示，除铁路、公路和管道外，该倡议也推动经济特区这种“如今中国经济扩张的首选模式”。监管机构“泰国土地观察”（Land Watch Thai）的数据显示，在“一带一路”的旗帜下，已有160家中国企业向老挝经济特区投资了逾15亿美元。2016年至2018年间，中国仅在柬埔寨沿海城市西哈努克城（Sihanoukville）这一个经济特区就投资了10亿美元。</p>\n<p>中国的资本流向哪里，劳动力就流向哪里。在曼德勒，华人占总人口的比例从1983年的1%增至今天的30%到50%。在建立了经济特区的地方，这种转变更加急剧。2019年，西哈努克城所在省份的官员告诉《海峡时报》（Straits Times），之前两年该市华人激增至占总人口的近三分之一。中国移民的经济影响力也随着人数的增长而扩大。2017年的市场调查显示，曼德勒80%的酒店、超过70%的餐厅和45%的珠宝店都由华裔拥有和经营。</p>\n<p><b>03</b></p>\n<p><b>日本的东南亚投资：低调的巨人</b></p>\n<p><img src=\"https://static.tigerbbs.com/b15a2c49f44c9905079c2683022b1b60\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>中国的海外金融版图引发了极大关注，但在东南亚的基建投资方面，日本仍然显著领先（见图表）。数据供应商惠誉（Fitch Solutions）的数据显示，日本在印尼、马来西亚、菲律宾、泰国和越南的未完工项目的总投资额为2590亿美元，而中国为1570亿美元。由于新冠疫情导致新建基础设施投资停滞，两国的投资额自2019年以来都有所下降，但日本的领先优势略有扩大。</p>\n<p><img src=\"https://static.tigerbbs.com/6f4b6ce5ff42d3bce34bb2e62daa151e\" tg-width=\"667\" tg-height=\"688\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>日本一直不愿意将自己追逐大型基建项目说成是与中国竞争。尽管如此，还是不难看出日本在战略上的变化，尤其是在前首相安倍晋三执政期间。2015年，安倍政府和亚洲开发银行以及其他投资者推出了“高质量基础设施合作伙伴关系”（PQI），承诺在之后的五年内提供1100亿美元的政府和民间资本用于东南亚的基础设施项目（虽然朝向这一目标的进展没有得到密切跟踪）。它反复强调“高质量”的弦外之音在这一地区并非无人意会。</p>\n<p>尽管日本不能像中国那样通过大型国有企业调动私人投资，但相比其他资本主义经济体，其私营部门与政府的关系要密切得多，因而能顺畅地合作。南加州大学的坚田沙织指出，在与中国争夺地区性基础设施项目的过程中，日本有点回到了为它带来二战后经济繁荣的公私部门无缝合作的战略老路上。相比全盛期的“铁三角”（政治上占主导地位的自民党、政府机构和日本财阀），这种合作关系要松泛得多。但对外贸易和投资中的重商主义传统还是显而易见的。</p>\n<p><b>04</b></p>\n<p><b>云计算巨头抢滩东南亚</b></p>\n<p><img src=\"https://static.tigerbbs.com/aafc47fde445d434d3ca7df3196ea76c\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>海外市场占中国科技集团销售额的比例相对较小。去年，腾讯在中国大陆以外的收入约为50亿美元，不到总收入的8%。阿里巴巴的海外收入之少，甚至都懒得公布地区明细。但假如公布出来的话，没什么地方会比东南亚更引人注目。</p>\n<p>该地区有近七亿人口，数字经济增长迅速，关键是没有强硬的地缘政治主张。中国的科技巨头在投资了Lazada（阿里巴巴控股的电商企业）和Sea Group（腾讯持有23%股份）等东南亚的网络宠儿后，正在该地区更直接地拓展业务。去年，阿里巴巴在东南亚商业中心新加坡购入一栋50层摩天大楼一半的股权。腾讯和热门短视频应用抖音的未上市母公司字节跳动也在新加坡设立了“滩头堡”办事处，刮起一股本地招聘旋风。</p>\n<p>一个特别值得关注的机会是云计算。尽管东南亚的云计算市场总规模仍相对较小，每年不到20亿美元，但2020年该市场增长超过50%，而且没有放缓的迹象。而中国企业在这个越做越大的蛋糕中抢占到的份额也越来越大，主要是从美国电商帝国亚马逊的云计算部门AWS那里抢夺过来的。</p>\n<p>研究公司高德纳的数据显示，2020年，腾讯、阿里巴巴和私营电信巨头华为在东南亚和小型亚太经济体拥有22%的云计算市场份额，高于2019年的18%。今年，腾讯在印尼开设了首个数据中心，在泰国设立了第二个数据中心。6月，阿里巴巴表示将在菲律宾建立首个数据中心。</p>\n<p><b>05</b></p>\n<p><b>东南亚华人的商业帝国</b></p>\n<p><img src=\"https://static.tigerbbs.com/138b617bf8b40030276b067a49135d8b\" tg-width=\"768\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管华裔在东南亚约6.5亿人口中的占比不到10％，但他们却在该地区3万亿美元的经济中呼风唤雨。很多华裔因为家族与中国的渊源而繁荣发展，反过来中国也从中受益。新加坡前外交部长杨荣文说：“中国扶持他们，他们也扶持中国。”</p>\n<p>根据本刊对《福布斯》杂志数据的分析，2019年，东南亚亿万富翁总共3690亿美元的财富中超过四分之三由华人控制。很多华人生活在人口以华裔为主的富裕城市国家新加坡，但中南半岛、印度尼西亚、菲律宾等地也有很多华人（见图表）。</p>\n<p><img src=\"https://static.tigerbbs.com/0da43a2d01a9dbe8944887ad2e30e9c2\" tg-width=\"685\" tg-height=\"1917\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>马来西亚的郭鹤年掌管的帝国业务广泛，从白糖到香格里拉连锁酒店无所不包。在印尼，李氏家族的力宝集团活跃于银行、房地产和医疗领域。去年登上《福布斯》榜单的17位菲律宾亿万富翁有15位是华裔。由施家经营的SM集团在中国各地开有高档商场。缅甸太穷，培育不出亿万美元身家的富豪，但该国许多商界领袖都是华裔，例如涉足房地产到银行等多个领域的祐玛战略控股公司的潘继泽，还有主营基建和房地产的金山集团的李松枝。</p>\n<p>2020年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。全球化放缓加之西方的反华情绪都为华人和中国加强连接提供了动力。</p>","source":"lsy1634552425422","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>下一个十年，为何要关注东南亚？</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下一个十年，为何要关注东南亚？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 18:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/hicSdDlMNxwntaimIdVy0Q><strong>经济学人全球商...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注，但一个容易被忽略的事实是：行事低调的日本在东南亚地区的基建投资还要超过中国，并在新冠以来扩大了领先优势。尽管日本一直不愿意将自己追逐大型基建项目说成是与中国竞争，但显然不难看出其在战略上的变化，尤其是安倍执政期间。\n在东南亚的商业活动即使还不能贡献大份额收入，也可以帮助探索如何在海外经营。这里的环境既熟悉（有几千万人说中文，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/hicSdDlMNxwntaimIdVy0Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42c099c2eec60d728be27c16fb141ed7","relate_stocks":{"EWS":"新加坡ETF-iShares MSCI","00422":"越南制造加工出口","EWM":"马来西亚ETF-iShares MSCI"},"source_url":"https://mp.weixin.qq.com/s/hicSdDlMNxwntaimIdVy0Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117683206","content_text":"过去十年来，中国已成为东南亚国家最大的投资者之一，金融影响力受到全球关注，但一个容易被忽略的事实是：行事低调的日本在东南亚地区的基建投资还要超过中国，并在新冠以来扩大了领先优势。尽管日本一直不愿意将自己追逐大型基建项目说成是与中国竞争，但显然不难看出其在战略上的变化，尤其是安倍执政期间。\n在东南亚的商业活动即使还不能贡献大份额收入，也可以帮助探索如何在海外经营。这里的环境既熟悉（有几千万人说中文，而且往往是商业的主力军）又多样（覆盖不同司法管辖区和各种收入阶层）。以往，亚洲企业一直把该地区作为征战全球的中转站。现在，中国的企业巨头会很乐意探索。面对更严格反垄断监管的科技业正在将目光瞄准东南亚——近七亿人口和迅猛增长的数字经济，特别是去年增长超过50%的云计算市场是一块潜力无限的沃土，随着中国加大投入，它不会成为亚马逊AWS的囊中之物。\n新冠爆发以来，越南的经济表现成为亮点，如今最严重的一轮疫情令越南举步维艰并扰乱了全球供应链。即使如此，与全球制造业的融合使越南经济在疫情期间保持了繁荣。2020年尽管大多数国家都经历了深度衰退，越南GDP却增长了2.9%。虽然最近疫情爆发，但今年的增速可能还会更快。世界银行于8月24日发布的最新预测认为它在2021年将增长4.8%。越南成功的秘诀是什么？增长又能否持续？\n海外华人与家族企业的故事也很重要。新冠带来的全球化放缓与区域化升级令东南亚华人的商业帝国与祖国间的纽带强化。泰国华人谢易初创立的正大集团就是一个颇具代表性的案例。尽管华裔在东南亚约6.5亿人口中的占比不到10％，他们却在该地区3万亿美元的经济中呼风唤雨。去年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。未来会怎么走？中国与东南亚资金与人员的密集流动仍将继续，区域的未来需要持续关注。\n01\n越南成为全球疫后增长亮点\n对贸易和投资的开放使这个人均GDP仅2800美元的国家成为了供应链中的重要一环。这反过来又推动了显著的扩张。在过去的30年里，它一直是世界上增长最快的五个国家之一，远超邻国（见图1）。这一履历的特点不是在许多其他前沿市场出现的那种起起落落，而是稳定增长。政府的计划甚至更为宏伟，希望越南到2045年成为高收入国家，而这项任务需要它以每年7%的速度增长。越南成功的秘诀是什么？它能否持续下去？\n\n在1990年代或2000年代初期，越南经常被拿来与中国相比较，这不无道理。但两国也有很大的不同。首先，即使将越南描述为出口密集型也不足以体现它在国外的销售量。该国货物贸易额超过了GDP的200%。除了资源最丰富的国家或以海上贸易为主的城市国家之外，很少有经济体在当下或曾经有如此密集的贸易。\n越南与中国的不同之处不仅仅在于出口水平，还有出口商的性质。事实上，它与全球供应链的深厚连结和高水平的外国投资使它看起来更像新加坡。自1990年以来，越南每年平均获得的外国直接投资流入量相当于GDP的6%，是全球水平的两倍多——而且远远超过中国或韩国在任何一段持续时期内达到的记录。随着东亚其他地区的发展和工资上涨，越南低廉的劳动力成本和稳定的汇率吸引了全球制造商。这推动了一轮出口繁荣。但是，外国和本国公司之间不断扩大的差距如今正在形成新的问题。\n02\n老挝与中国经济特区\n\n2018年，中国投资占老挝外国直接投资的近80%。中国投资的一部分正沿着传统路线流向曼德勒（Mandalay）等地，这座缅甸城市有历史悠久的华人社区。但大部分资金正涌入“经济特区”，以利用各种激励措施，如审批更快、税收或关税减免、对商品和资本流动管制的放松。\n中国从本世纪头几年开始鼓励企业展开海外投资。发展海外基础设施的宏大计划“一带一路”倡议加速了这一趋势。美国智库史汀生中心（Stimson Centre）的布莱恩·艾勒（Brian Eyler）表示，除铁路、公路和管道外，该倡议也推动经济特区这种“如今中国经济扩张的首选模式”。监管机构“泰国土地观察”（Land Watch Thai）的数据显示，在“一带一路”的旗帜下，已有160家中国企业向老挝经济特区投资了逾15亿美元。2016年至2018年间，中国仅在柬埔寨沿海城市西哈努克城（Sihanoukville）这一个经济特区就投资了10亿美元。\n中国的资本流向哪里，劳动力就流向哪里。在曼德勒，华人占总人口的比例从1983年的1%增至今天的30%到50%。在建立了经济特区的地方，这种转变更加急剧。2019年，西哈努克城所在省份的官员告诉《海峡时报》（Straits Times），之前两年该市华人激增至占总人口的近三分之一。中国移民的经济影响力也随着人数的增长而扩大。2017年的市场调查显示，曼德勒80%的酒店、超过70%的餐厅和45%的珠宝店都由华裔拥有和经营。\n03\n日本的东南亚投资：低调的巨人\n\n中国的海外金融版图引发了极大关注，但在东南亚的基建投资方面，日本仍然显著领先（见图表）。数据供应商惠誉（Fitch Solutions）的数据显示，日本在印尼、马来西亚、菲律宾、泰国和越南的未完工项目的总投资额为2590亿美元，而中国为1570亿美元。由于新冠疫情导致新建基础设施投资停滞，两国的投资额自2019年以来都有所下降，但日本的领先优势略有扩大。\n\n日本一直不愿意将自己追逐大型基建项目说成是与中国竞争。尽管如此，还是不难看出日本在战略上的变化，尤其是在前首相安倍晋三执政期间。2015年，安倍政府和亚洲开发银行以及其他投资者推出了“高质量基础设施合作伙伴关系”（PQI），承诺在之后的五年内提供1100亿美元的政府和民间资本用于东南亚的基础设施项目（虽然朝向这一目标的进展没有得到密切跟踪）。它反复强调“高质量”的弦外之音在这一地区并非无人意会。\n尽管日本不能像中国那样通过大型国有企业调动私人投资，但相比其他资本主义经济体，其私营部门与政府的关系要密切得多，因而能顺畅地合作。南加州大学的坚田沙织指出，在与中国争夺地区性基础设施项目的过程中，日本有点回到了为它带来二战后经济繁荣的公私部门无缝合作的战略老路上。相比全盛期的“铁三角”（政治上占主导地位的自民党、政府机构和日本财阀），这种合作关系要松泛得多。但对外贸易和投资中的重商主义传统还是显而易见的。\n04\n云计算巨头抢滩东南亚\n\n海外市场占中国科技集团销售额的比例相对较小。去年，腾讯在中国大陆以外的收入约为50亿美元，不到总收入的8%。阿里巴巴的海外收入之少，甚至都懒得公布地区明细。但假如公布出来的话，没什么地方会比东南亚更引人注目。\n该地区有近七亿人口，数字经济增长迅速，关键是没有强硬的地缘政治主张。中国的科技巨头在投资了Lazada（阿里巴巴控股的电商企业）和Sea Group（腾讯持有23%股份）等东南亚的网络宠儿后，正在该地区更直接地拓展业务。去年，阿里巴巴在东南亚商业中心新加坡购入一栋50层摩天大楼一半的股权。腾讯和热门短视频应用抖音的未上市母公司字节跳动也在新加坡设立了“滩头堡”办事处，刮起一股本地招聘旋风。\n一个特别值得关注的机会是云计算。尽管东南亚的云计算市场总规模仍相对较小，每年不到20亿美元，但2020年该市场增长超过50%，而且没有放缓的迹象。而中国企业在这个越做越大的蛋糕中抢占到的份额也越来越大，主要是从美国电商帝国亚马逊的云计算部门AWS那里抢夺过来的。\n研究公司高德纳的数据显示，2020年，腾讯、阿里巴巴和私营电信巨头华为在东南亚和小型亚太经济体拥有22%的云计算市场份额，高于2019年的18%。今年，腾讯在印尼开设了首个数据中心，在泰国设立了第二个数据中心。6月，阿里巴巴表示将在菲律宾建立首个数据中心。\n05\n东南亚华人的商业帝国\n\n尽管华裔在东南亚约6.5亿人口中的占比不到10％，但他们却在该地区3万亿美元的经济中呼风唤雨。很多华裔因为家族与中国的渊源而繁荣发展，反过来中国也从中受益。新加坡前外交部长杨荣文说：“中国扶持他们，他们也扶持中国。”\n根据本刊对《福布斯》杂志数据的分析，2019年，东南亚亿万富翁总共3690亿美元的财富中超过四分之三由华人控制。很多华人生活在人口以华裔为主的富裕城市国家新加坡，但中南半岛、印度尼西亚、菲律宾等地也有很多华人（见图表）。\n\n马来西亚的郭鹤年掌管的帝国业务广泛，从白糖到香格里拉连锁酒店无所不包。在印尼，李氏家族的力宝集团活跃于银行、房地产和医疗领域。去年登上《福布斯》榜单的17位菲律宾亿万富翁有15位是华裔。由施家经营的SM集团在中国各地开有高档商场。缅甸太穷，培育不出亿万美元身家的富豪，但该国许多商界领袖都是华裔，例如涉足房地产到银行等多个领域的祐玛战略控股公司的潘继泽，还有主营基建和房地产的金山集团的李松枝。\n2020年，这些企业帮助东南亚超越欧盟成为了中国最大的贸易伙伴。全球化放缓加之西方的反华情绪都为华人和中国加强连接提供了动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860796527,"gmtCreate":1632208656369,"gmtModify":1632802054552,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860796527","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","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":1631587259,"share":"https://www.laohu8.com/m/news/1100031374?lang=&edition=full","pubTime":"2021-09-14 10:40","market":"uk","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</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; 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}\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提醒：中秋节休市安排来了！港股22日休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802917750,"gmtCreate":1627706378270,"gmtModify":1633756910373,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"5000 year[傲娇]&nbsp;","listText":"5000 year[傲娇]&nbsp;","text":"5000 year[傲娇]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802917750","repostId":"1125426477","repostType":4,"repost":{"id":"1125426477","pubTimestamp":1627688762,"share":"https://www.laohu8.com/m/news/1125426477?lang=&edition=full","pubTime":"2021-07-31 07:46","market":"us","language":"en","title":"BofA Says Interest Rates Are at 5,000-Year Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1125426477","media":"The Street","summary":"'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that th","content":"<blockquote>\n 'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon,' BofA says.\n</blockquote>\n<p>Bank of America says interest rates are at a 5,000-year low and recommends holding quality, defensive stocks for the rest of the year.</p>\n<p>The interest-rate calculation comes from BofA’s own data, the Bank of England, Global Financial Data and the 2005 book “A History of Interest Rates.”</p>\n<p>“Central banks are keeping global interest rates at 5,000 year lows,” wrote BofA&nbsp; Chief Investment Strategist Michael Hartnett. “At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon.”</p>\n<p>The message of this week’s FOMC meeting was \"we will let it [the economy] run hot, [represents an] ok for inflation to be not-so-transitory,” he said.</p>\n<p>“The market reaction will be [to push] the U.S. dollar down and U.S. Treasury yields up. Commodities will remain bid, and there will be a rotation to emerging market stocks and bonds.”</p>\n<p>Hartnett also sees a “preference for quality and defensive stocks, driven by inflation causing growth and EPS estimates to fall. The U.S. consumer has peaked.”</p>\n<p>As for BofA’s advice, it recommends owning “defensive, quality stocks in the second half, … as policy flip-flops will end in a market correction,” Hartnett says.</p>\n<p>BofA favors defensive stocks in vaccinated markets, such as the U.S. and European Union. And it likes cyclical reopening stocks in markets with “vaccine-upside, i.e. Japan, China and emerging markets.”</p>\n<p>U.S. stocks are falling Friday, as investors weigh concerns about the spread of the COVID-19 Delta variant and disappointing results from online retail giant Amazon (AMZN).</p>","source":"lsy1610613172068","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>BofA Says Interest Rates Are at 5,000-Year Low</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; 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}\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\">\nBofA Says Interest Rates Are at 5,000-Year Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/b-of-a-interest-rates-5000-year-><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon,' BofA says.\n\nBank of America says interest rates are at a 5,000-year low ...</p>\n\n<a href=\"https://www.thestreet.com/investing/b-of-a-interest-rates-5000-year-\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.thestreet.com/investing/b-of-a-interest-rates-5000-year-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125426477","content_text":"'At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon,' BofA says.\n\nBank of America says interest rates are at a 5,000-year low and recommends holding quality, defensive stocks for the rest of the year.\nThe interest-rate calculation comes from BofA’s own data, the Bank of England, Global Financial Data and the 2005 book “A History of Interest Rates.”\n“Central banks are keeping global interest rates at 5,000 year lows,” wrote BofA  Chief Investment Strategist Michael Hartnett. “At some point in the next 5,000 years, rates will rise, but there is no fear on Wall Street that this happens anytime soon.”\nThe message of this week’s FOMC meeting was \"we will let it [the economy] run hot, [represents an] ok for inflation to be not-so-transitory,” he said.\n“The market reaction will be [to push] the U.S. dollar down and U.S. Treasury yields up. Commodities will remain bid, and there will be a rotation to emerging market stocks and bonds.”\nHartnett also sees a “preference for quality and defensive stocks, driven by inflation causing growth and EPS estimates to fall. The U.S. consumer has peaked.”\nAs for BofA’s advice, it recommends owning “defensive, quality stocks in the second half, … as policy flip-flops will end in a market correction,” Hartnett says.\nBofA favors defensive stocks in vaccinated markets, such as the U.S. and European Union. And it likes cyclical reopening stocks in markets with “vaccine-upside, i.e. Japan, China and emerging markets.”\nU.S. stocks are falling Friday, as investors weigh concerns about the spread of the COVID-19 Delta variant and disappointing results from online retail giant Amazon (AMZN).","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891067678,"gmtCreate":1628308913794,"gmtModify":1631891690508,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg upupup[流泪]&nbsp;","listText":"Omg upupup[流泪]&nbsp;","text":"Omg upupup[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891067678","repostId":"1122174975","repostType":4,"repost":{"id":"1122174975","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628257533,"share":"https://www.laohu8.com/m/news/1122174975?lang=&edition=full","pubTime":"2021-08-06 21:45","market":"us","language":"en","title":"EV stocks fell in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1122174975","media":"Tiger Newspress","summary":"(Aug 6)&nbsp;$Tesla Motors(TSLA)$ fell 0.41%; $NIO Inc.(NIO)$ , $XPeng Inc.(XPEV)$ fell over 1%; $Li Auto(LI)$ fell 0.80%.","content":"<p>(Aug 6)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell 0.41%; <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> , <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell over 1%; <a href=\"https://laohu8.com/S/LI\">Li Auto</a> fell 0.80%.</p>\n<p><img src=\"https://static.tigerbbs.com/4cc49234e47a8e48665d95c05d103786\" tg-width=\"345\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p></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>EV stocks fell in morning trading</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\">\nEV stocks fell in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-06 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 6)&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell 0.41%; <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> , <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> fell over 1%; <a href=\"https://laohu8.com/S/LI\">Li Auto</a> fell 0.80%.</p>\n<p><img src=\"https://static.tigerbbs.com/4cc49234e47a8e48665d95c05d103786\" tg-width=\"345\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122174975","content_text":"(Aug 6) Tesla Motors fell 0.41%; NIO Inc. , XPeng Inc. fell over 1%; Li Auto fell 0.80%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170620877,"gmtCreate":1626427826599,"gmtModify":1633926835994,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170620877","repostId":"2151030165","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822701251,"gmtCreate":1634169552323,"gmtModify":1634169552377,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822701251","repostId":"2174970556","repostType":4,"repost":{"id":"2174970556","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":1634087611,"share":"https://www.laohu8.com/m/news/2174970556?lang=&edition=full","pubTime":"2021-10-13 09:13","market":"hk","language":"zh","title":"提醒：重阳节临近，港股10月14日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=2174970556","media":"老虎资讯综合","summary":"重阳节临近，届时各市场安排如下：港股：10月14日(星期四)休市一日，10月15日(星期五)正常开市。A股：10月14日(星期四)正常开市。南向交易：10月14日(星期四)关闭服务，10月15日(星期五)恢复服务。北向交易：10月13日(星期三)-10月14日(星期四)关闭服务，10月15日(星期五)恢复服务。美股：10月14日(星期四)正常开市。免责声明：本文不代表凤凰网港股立场，不作为投资依据。投资有风险，入市需谨慎。","content":"<p>重阳节临近，届时各市场安排如下：<img src=\"https://static.tigerbbs.com/c386fa38f4626b110577d41145204a64\" tg-width=\"553\" tg-height=\"750\" referrerpolicy=\"no-referrer\"><b>港股：</b></p>\n<p>10月14日（星期四）休市一日，10月15日（星期五）正常开市。</p>\n<p>美股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>沪股通、深股通：</b></p>\n<p>10月13日（星期三）至10月14日（星期四）关闭服务，10月15日(星期五)恢复服务。</p>\n<p><b>港股通：</b></p>\n<p>10月14日（星期四）关闭服务，10月15日（星期五）恢复服务。</p>\n<p><b>港股通10月13日因台风暂停交易</b></p>\n<p>10月13日，上交所、深交所公告，港交所因台风暂停交易。沪港通、深港通下的港股通暂停交易。港股通交易的清算交收事宜，按照中登公司的安排进行。</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>提醒：重阳节临近，港股10月14日休市</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{ 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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提醒：重阳节临近，港股10月14日休市\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\">2021-10-13 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>重阳节临近，届时各市场安排如下：<img src=\"https://static.tigerbbs.com/c386fa38f4626b110577d41145204a64\" tg-width=\"553\" tg-height=\"750\" referrerpolicy=\"no-referrer\"><b>港股：</b></p>\n<p>10月14日（星期四）休市一日，10月15日（星期五）正常开市。</p>\n<p>美股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>沪股通、深股通：</b></p>\n<p>10月13日（星期三）至10月14日（星期四）关闭服务，10月15日(星期五)恢复服务。</p>\n<p><b>港股通：</b></p>\n<p>10月14日（星期四）关闭服务，10月15日（星期五）恢复服务。</p>\n<p><b>港股通10月13日因台风暂停交易</b></p>\n<p>10月13日，上交所、深交所公告，港交所因台风暂停交易。沪港通、深港通下的港股通暂停交易。港股通交易的清算交收事宜，按照中登公司的安排进行。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/852d030fb7063c968afae226acb2a45c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174970556","content_text":"重阳节临近，届时各市场安排如下：港股：\n10月14日（星期四）休市一日，10月15日（星期五）正常开市。\n美股、A股、英股、澳股、新加坡股市照常交易。\n沪股通、深股通：\n10月13日（星期三）至10月14日（星期四）关闭服务，10月15日(星期五)恢复服务。\n港股通：\n10月14日（星期四）关闭服务，10月15日（星期五）恢复服务。\n港股通10月13日因台风暂停交易\n10月13日，上交所、深交所公告，港交所因台风暂停交易。沪港通、深港通下的港股通暂停交易。港股通交易的清算交收事宜，按照中登公司的安排进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860796998,"gmtCreate":1632208581314,"gmtModify":1632802055165,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860796998","repostId":"1100031374","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819922645,"gmtCreate":1630028847287,"gmtModify":1704954832282,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819922645","repostId":"1119252074","repostType":2,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807418153,"gmtCreate":1628049335972,"gmtModify":1631891690544,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"的却[真香]&nbsp;","listText":"的却[真香]&nbsp;","text":"的却[真香]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807418153","repostId":"1116649075","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808713065,"gmtCreate":1627610053557,"gmtModify":1633757803993,"author":{"id":"4089333678543710","authorId":"4089333678543710","name":"白白玻璃菜","avatar":"https://static.tigerbbs.com/5f74206f695cebe3211a72720eb0f368","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"那第一是谁[微笑]&nbsp;","listText":"那第一是谁[微笑]&nbsp;","text":"那第一是谁[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808713065","repostId":"2155187039","repostType":4,"repost":{"id":"2155187039","pubTimestamp":1627605480,"share":"https://www.laohu8.com/m/news/2155187039?lang=&edition=full","pubTime":"2021-07-30 08:38","market":"hk","language":"zh","title":"雷军：小米手机销量超越了苹果，首次晋升全球第二","url":"https://stock-news.laohu8.com/highlight/detail?id=2155187039","media":"金十数据","summary":"小米集团董事长兼CEO雷军：IDC发布了2021Q2全球智能手机市占率排名，小米手机销量超越了苹果，首次晋升全球第二。小米Q2出货量5310万台手机，同比增长86.6%，全球智能手机市占率达到16.8%。","content":"<p><img src=\"https://static.tigerbbs.com/fbf1503b53226ea9655c9e46894db2a1\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\">小米集团董事长兼CEO雷军：IDC发布了2021Q2全球智能手机市占率排名，小米手机销量超越了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，首次晋升全球第二。小米Q2出货量5310万台手机，同比增长86.6%，全球智能手机市占率达到16.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/79dc7c35873b76dcbd273ad918ed74fe\" tg-width=\"1002\" tg-height=\"570\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军：小米手机销量超越了苹果，首次晋升全球第二</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雷军：小米手机销量超越了苹果，首次晋升全球第二\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/a/202107302022134398_0.html><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团董事长兼CEO雷军：IDC发布了2021Q2全球智能手机市占率排名，小米手机销量超越了苹果，首次晋升全球第二。小米Q2出货量5310万台手机，同比增长86.6%，全球智能手机市占率达到16.8%。</p>\n\n<a href=\"http://hk.eastmoney.com/a/202107302022134398_0.html\">Web 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