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jackyeow
2021-08-01
[流泪]
美股最惨的“时节”要来了
jackyeow
2021-08-02
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特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了
jackyeow
2021-08-02
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","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802263010","repostId":"2155894163","repostType":4,"repost":{"id":"2155894163","kind":"highlight","pubTimestamp":1627778319,"share":"https://www.laohu8.com/m/news/2155894163?lang=&edition=full","pubTime":"2021-08-01 08:38","market":"us","language":"zh","title":"美股最惨的“时节”要来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2155894163","media":"华尔街见闻","summary":"在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是","content":"<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。</p>\n<p><img src=\"https://static.tigerbbs.com/ce4aa20635c056c2425c903c7bfa9919\" tg-width=\"500\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>正如<a href=\"https://laohu8.com/S/GS\">高盛</a>信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是一年中最糟糕的时节之一,并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前,人们预计鲍威尔将在这次会议上宣布taper。</p>\n<p>具体来看,自1950年以来,标准普尔500指数在72年里有19次在上半年上涨超过10%,但在强劲的上半年之后,8月份的回报率中值通常会下降51个基点。</p>\n<p>Rubner还指出,今年上半年没有出现戏剧性的大跌,标准普尔500指数连续第6个月上涨,创下2018年以来最长的上涨时间。然而,与上述观察相呼应这并不是什么好事,毕竟自2010年8月以来,此前的11个8月中有6次下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/ca60b07fac07ccd13faa80796c2df34d\" tg-width=\"500\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管如此,Rubner指出,即便不回顾历史,今年的状况也能得出同样的结论,美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出,市场将更加缺乏流动性,因此8月的下跌效应会加剧,任何负面消息都会被放大。</p>\n<p>此外,Rubner还回顾了此前的两次“8月危机”,这两次危机分别发生在2011年和2015年:</p>\n<ul>\n <li>2011年,恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决,但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时,对欧洲主权债务危机的担忧持续发酵,最终导致8月股市大跌。</li>\n <li>2015年,新兴市场出现了动荡,进而蔓延到包括美国和欧洲在内的其他地区。</li>\n</ul>\n<p>对于接下来的8月,Rubner表示,人们关注的焦点将集中于杰克逊霍尔全球央行会议,以及宏观变量(尤其是通胀)的变化。他同时表示,我们需要对市场中的任何意外保持警惕。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股最惨的“时节”要来了</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股最惨的“时节”要来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 08:38 北京时间 <a href=https://wallstreetcn.com/articles/3636809><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是一年中最糟糕的时节之一,并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前,人们预计鲍威尔将在这次会议上宣布taper。\n具体来看,自1950年以来,标准普尔500指数在72年里有19次在上半年上涨超过...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636809\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"161125":"标普500","513500":"标普500ETF","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF","SSO":"两倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://wallstreetcn.com/articles/3636809","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155894163","content_text":"在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后,美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样,整个八月份市场趋势都在走低,这是一年中最糟糕的时节之一,并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前,人们预计鲍威尔将在这次会议上宣布taper。\n具体来看,自1950年以来,标准普尔500指数在72年里有19次在上半年上涨超过10%,但在强劲的上半年之后,8月份的回报率中值通常会下降51个基点。\nRubner还指出,今年上半年没有出现戏剧性的大跌,标准普尔500指数连续第6个月上涨,创下2018年以来最长的上涨时间。然而,与上述观察相呼应这并不是什么好事,毕竟自2010年8月以来,此前的11个8月中有6次下跌。\n\n尽管如此,Rubner指出,即便不回顾历史,今年的状况也能得出同样的结论,美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出,市场将更加缺乏流动性,因此8月的下跌效应会加剧,任何负面消息都会被放大。\n此外,Rubner还回顾了此前的两次“8月危机”,这两次危机分别发生在2011年和2015年:\n\n2011年,恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决,但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时,对欧洲主权债务危机的担忧持续发酵,最终导致8月股市大跌。\n2015年,新兴市场出现了动荡,进而蔓延到包括美国和欧洲在内的其他地区。\n\n对于接下来的8月,Rubner表示,人们关注的焦点将集中于杰克逊霍尔全球央行会议,以及宏观变量(尤其是通胀)的变化。他同时表示,我们需要对市场中的任何意外保持警惕。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805980505,"gmtCreate":1627836933807,"gmtModify":1633756042938,"author":{"id":"4090209390846740","authorId":"4090209390846740","name":"jackyeow","avatar":"https://static.tigerbbs.com/0a472050be7bc7dc31ece51b7dc976f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090209390846740","authorIdStr":"4090209390846740"},"themes":[],"htmlText":"努力","listText":"努力","text":"努力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805980505","repostId":"2156663701","repostType":4,"repost":{"id":"2156663701","kind":"news","pubTimestamp":1627785184,"share":"https://www.laohu8.com/m/news/2156663701?lang=&edition=full","pubTime":"2021-08-01 10:33","market":"us","language":"zh","title":"特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了","url":"https://stock-news.laohu8.com/highlight/detail?id=2156663701","media":"智通财经","summary":"特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092049420d24639gjxqxhtn4\" tg-width=\"591\" tg-height=\"443\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在当地时间的7月30日上午10:15,位于澳大利亚<a href=\"https://laohu8.com/S/VCP.UK\">维多利亚</a>州的特斯拉Megapaxk储能系统发生爆燃,现场有明火,而且烟雾弥漫。因为事发的设施可是13吨的锂电池,是法国可再生能源公司Neoen和特斯拉合作打造的维多利亚大电池项目组成部分。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092056402d246ts11rj1swft\" tg-width=\"597\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不过万幸的是,现场没有造成任何的人员伤亡,这次的火灾是发生在工厂的测试期间。熄火的时候现场已经被疏散,而至于起火的原因,目前尚不清楚。要知道,这可是世界上最大的电池之一的工厂所发生的火灾。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092100677d2469i4cu9dth14\" tg-width=\"600\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但是面对这次火灾的出现,马斯克的表现还是非常淡定的。甚至他还调侃说普罗米修斯溜号了。可能对于马斯克来说,这次的火灾损失应该不是特别严重。就算是损失严重,但事情已经发生了,与其悲惨兮兮,倒不如乐观面对。要知道电池发生火灾是一件非常危险的事情,像锂电池,它是以锂金属或者锂合金为负极材料使用非水电解质溶液的一次电池。而且,锂电池爆炸很有可能是因为热失控或者是隔膜损坏。而热失控的原因很好解释,就是因为锂电池过热了,所以就会燃烧爆炸。但如果是隔膜损坏,就等于是电池的正极和负极会直接接触,然后就短路了。众所周知,电池短路也同样会发生爆炸。</p>\n<p><img src=\"https://fid-75186.picgzc.qpic.cn/20210801092104116d246kqxfbybzhuo\" tg-width=\"587\" tg-height=\"357\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>可能是马斯克已经预料到了锂电池发生爆炸的原因,有可能是热失控或者是隔膜损坏,所以才会如此淡定,甚至还开起了玩笑,意思就是保护工厂的英雄离开了,才会发生火灾事故。当然,至于这场火灾发生的原因以及会损失的利益,只能等到具体的调查结果公布之后才能知晓,相信马斯克应该能笑到最后,毕竟对他来说这只是一件小事情而已。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉锂电池储能工厂爆炸,马斯克:普罗米修斯溜号了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。\n\n在当地时间的7月30日上午10:15,位于澳大利亚维多利亚州的特斯拉Megapaxk储能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://fid-75186.picgzc.qpic.cn/20210801092056402d246ts11rj1swft","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080109210579dac285&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2156663701","content_text":"特斯拉在国际汽车市场上的地位是毋庸置疑的,因为特斯拉的实力是有目共睹的。在新能源领域中,特斯拉完全做到了德高望重,甚至为了和特斯拉做竞争,梅赛德斯要花大价钱来开发自己的纯电动车型。但是,特斯拉的锂电池储能工厂居然爆炸了,不过马斯克对于这件事情表现得很淡定,甚至还在个人的社交平台上面调侃“普罗米修斯溜号了”。\n\n在当地时间的7月30日上午10:15,位于澳大利亚维多利亚州的特斯拉Megapaxk储能系统发生爆燃,现场有明火,而且烟雾弥漫。因为事发的设施可是13吨的锂电池,是法国可再生能源公司Neoen和特斯拉合作打造的维多利亚大电池项目组成部分。\n\n不过万幸的是,现场没有造成任何的人员伤亡,这次的火灾是发生在工厂的测试期间。熄火的时候现场已经被疏散,而至于起火的原因,目前尚不清楚。要知道,这可是世界上最大的电池之一的工厂所发生的火灾。\n\n但是面对这次火灾的出现,马斯克的表现还是非常淡定的。甚至他还调侃说普罗米修斯溜号了。可能对于马斯克来说,这次的火灾损失应该不是特别严重。就算是损失严重,但事情已经发生了,与其悲惨兮兮,倒不如乐观面对。要知道电池发生火灾是一件非常危险的事情,像锂电池,它是以锂金属或者锂合金为负极材料使用非水电解质溶液的一次电池。而且,锂电池爆炸很有可能是因为热失控或者是隔膜损坏。而热失控的原因很好解释,就是因为锂电池过热了,所以就会燃烧爆炸。但如果是隔膜损坏,就等于是电池的正极和负极会直接接触,然后就短路了。众所周知,电池短路也同样会发生爆炸。\n\n可能是马斯克已经预料到了锂电池发生爆炸的原因,有可能是热失控或者是隔膜损坏,所以才会如此淡定,甚至还开起了玩笑,意思就是保护工厂的英雄离开了,才会发生火灾事故。当然,至于这场火灾发生的原因以及会损失的利益,只能等到具体的调查结果公布之后才能知晓,相信马斯克应该能笑到最后,毕竟对他来说这只是一件小事情而已。","news_type":1},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805980677,"gmtCreate":1627836866799,"gmtModify":1633756043160,"author":{"id":"4090209390846740","authorId":"4090209390846740","name":"jackyeow","avatar":"https://static.tigerbbs.com/0a472050be7bc7dc31ece51b7dc976f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090209390846740","authorIdStr":"4090209390846740"},"themes":[],"htmlText":"几时才可以上呢😅","listText":"几时才可以上呢😅","text":"几时才可以上呢😅","images":[{"img":"https://static.tigerbbs.com/56bacf42e6d732a2ee3816d643f50a4a","width":"1080","height":"3023"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805980677","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}