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阳光彩虹
2023-12-12
反着听
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阳光彩虹
2023-10-14
行业的萎靡不开改变,要想平安度过就竭尽全力,不然恒大就是前车之鉴
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阳光彩虹
2023-10-06
对大a的影响?请讲一下
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阳光彩虹
2023-10-06
没看懂,怎么解读?
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阳光彩虹
2023-09-27
拜读了,学习中成长!
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阳光彩虹
2023-09-22
那不是饮鸩止渴吗?或者学学阿三,韭菜长起来连根拔
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阳光彩虹
2021-11-29
没头没脑的,发行什么票啊?
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去老虎APP查看更多动态
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07:07","market":"sh","language":"zh","title":"微博:香港IPO公开发售价将不会超过每股388港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1174765899","media":"老虎资讯综合","summary":"11月29日讯,微博在港交所公告称,将通过香港IPO全球发售1100万股股份(包括5,500,000股新股份及5,500,000股销售股份)(视乎超额配股权行使与否而定),其中香港发售股份110万股,","content":"<p>11月29日讯,微博在港交所公告称,将通过香港IPO全球发售1100万股股份(包括5,500,000股新股份及5,500,000股销售股份)(视乎超额配股权行使与否而定),其中香港发售股份110万股,国际发售股份990万股,另有15%超额配股权。</p>\n<p>11月29日至12月2日招股,预期定价日为12月2日;公开发售价将不会超过每股香港发售股份388港元,预计A类普通股将于12月8日正式开始在港交所买卖。<img src=\"https://static.tigerbbs.com/740d4c9d6b8d108c031a1157d6ae0cb4\" tg-width=\"742\" tg-height=\"673\" 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\" 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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微博:香港IPO公开发售价将不会超过每股388港元\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\">2021-11-29 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月29日讯,微博在港交所公告称,将通过香港IPO全球发售1100万股股份(包括5,500,000股新股份及5,500,000股销售股份)(视乎超额配股权行使与否而定),其中香港发售股份110万股,国际发售股份990万股,另有15%超额配股权。</p>\n<p>11月29日至12月2日招股,预期定价日为12月2日;公开发售价将不会超过每股香港发售股份388港元,预计A类普通股将于12月8日正式开始在港交所买卖。<img src=\"https://static.tigerbbs.com/740d4c9d6b8d108c031a1157d6ae0cb4\" tg-width=\"742\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5d7609107464290b16f4962e34bf049","relate_stocks":{"WB":"微博","09898":"微博-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174765899","content_text":"11月29日讯,微博在港交所公告称,将通过香港IPO全球发售1100万股股份(包括5,500,000股新股份及5,500,000股销售股份)(视乎超额配股权行使与否而定),其中香港发售股份110万股,国际发售股份990万股,另有15%超额配股权。\n11月29日至12月2日招股,预期定价日为12月2日;公开发售价将不会超过每股香港发售股份388港元,预计A类普通股将于12月8日正式开始在港交所买卖。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227717099196600,"gmtCreate":1696603091848,"gmtModify":1696606978502,"author":{"id":"4095420027487940","authorId":"4095420027487940","authorIdStr":"4095420027487940","name":"阳光彩虹","avatar":"https://static.tigerbbs.com/82df2e77ce66ede7d498ac63c9bb9929","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没看懂,怎么解读?","listText":"没看懂,怎么解读?","text":"没看懂,怎么解读?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/227717099196600","repostId":"2373342904","repostType":2,"repost":{"id":"2373342904","pubTimestamp":1696601523,"share":"https://www.laohu8.com/m/news/2373342904?lang=&edition=full","pubTime":"2023-10-06 22:12","market":"us","language":"zh","title":"在中国长假的最后一晚,美国的“爆炸性”数据令全球市场变盘!","url":"https://stock-news.laohu8.com/highlight/detail?id=2373342904","media":"金融界","summary":"这份报告将会推动美联储继续加息。","content":"<html><head></head><body><p><strong>很多人认为非农数据被操纵了,对拜登来说是个好消息,但对市场和美联储来说都是坏消息。</strong></p><p>美国9月非农就业人数超越了所有经济学家预期,达到了33.6万人——原本只要达到10万人就会被华尔街千方百计的解读为一份还不错的报告(美联储主席鲍威尔经常用10万人作为他对中性就业水平的估计值)——原本每个人都预计 9 月就业报告不仅将是 2023 年最弱的(彭博社甚至预测将跌至个位数),而且预示着未来就业数据将大幅下降。谁曾料想出现了这一幕。</p><p>不过失业率持平3.8%,略微高于市场预期的3.7%,这是这份就业报告不那么完美的地方。失业率的任何上涨,都会被认为是就业增长放缓的序幕,这就是为什么报告发布后<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>第一个半小时上涨,第二个半小时下跌。</p><p>不过,今晚的收盘并不会如此简单。</p><p>第一,这份报告将会推动美联储继续加息。如果美元指数恰好收于107水平,那下周就好看了。另外,今晚的走势告诉人们10年期美债收益率尚未到顶,前两天的走势只是虚晃一枪。</p><p>第二,凌晨00:00,美联储理事沃勒将发表讲话,届时距离非农数据公布已经三个半小时,市场已经冷静下来。沃勒的讲话将非常重要,很可能是美联储引导市场的信号。</p><p>第三,美国股市开盘虽然跌势可控,但三大股指均跌到了本轮走势低点,进一步走低的可能性很大。如果今晚其跌幅达到2%,那么下周一全球市场将会受难。</p><p>第四,对中国投资者来说,眼看着可以相安无事度过假期,谁曾想到最后一天变盘了——美元和美债收益率飙升的局面回来了。作为全球资产定价之锚、地球上最安全的资产,美国国债现在成了被抛售程度最深的资产,并且全球市场都被美国国债所深度绑架,整个金融体系面临重大变动——很难想象如此高的收益率金融市场的某个角落不出问题(就像今年3月的银行业危机一样)。(来源:最伟大的交易员)</p></body></html>","source":"jinrongjie_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>在中国长假的最后一晚,美国的“爆炸性”数据令全球市场变盘!</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在中国长假的最后一晚,美国的“爆炸性”数据令全球市场变盘!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-06 22:12 北京时间 <a href=https://usstock.jrj.com.cn/2023/10/06221237939985.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>很多人认为非农数据被操纵了,对拜登来说是个好消息,但对市场和美联储来说都是坏消息。美国9月非农就业人数超越了所有经济学家预期,达到了33.6万人——原本只要达到10万人就会被华尔街千方百计的解读为一份还不错的报告(美联储主席鲍威尔经常用10万人作为他对中性就业水平的估计值)——原本每个人都预计 9 月就业报告不仅将是 2023 年最弱的(彭博社甚至预测将跌至个位数),而且预示着未来就业数据将大幅...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2023/10/06221237939985.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/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://usstock.jrj.com.cn/2023/10/06221237939985.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2373342904","content_text":"很多人认为非农数据被操纵了,对拜登来说是个好消息,但对市场和美联储来说都是坏消息。美国9月非农就业人数超越了所有经济学家预期,达到了33.6万人——原本只要达到10万人就会被华尔街千方百计的解读为一份还不错的报告(美联储主席鲍威尔经常用10万人作为他对中性就业水平的估计值)——原本每个人都预计 9 月就业报告不仅将是 2023 年最弱的(彭博社甚至预测将跌至个位数),而且预示着未来就业数据将大幅下降。谁曾料想出现了这一幕。不过失业率持平3.8%,略微高于市场预期的3.7%,这是这份就业报告不那么完美的地方。失业率的任何上涨,都会被认为是就业增长放缓的序幕,这就是为什么报告发布后美元指数第一个半小时上涨,第二个半小时下跌。不过,今晚的收盘并不会如此简单。第一,这份报告将会推动美联储继续加息。如果美元指数恰好收于107水平,那下周就好看了。另外,今晚的走势告诉人们10年期美债收益率尚未到顶,前两天的走势只是虚晃一枪。第二,凌晨00:00,美联储理事沃勒将发表讲话,届时距离非农数据公布已经三个半小时,市场已经冷静下来。沃勒的讲话将非常重要,很可能是美联储引导市场的信号。第三,美国股市开盘虽然跌势可控,但三大股指均跌到了本轮走势低点,进一步走低的可能性很大。如果今晚其跌幅达到2%,那么下周一全球市场将会受难。第四,对中国投资者来说,眼看着可以相安无事度过假期,谁曾想到最后一天变盘了——美元和美债收益率飙升的局面回来了。作为全球资产定价之锚、地球上最安全的资产,美国国债现在成了被抛售程度最深的资产,并且全球市场都被美国国债所深度绑架,整个金融体系面临重大变动——很难想象如此高的收益率金融市场的某个角落不出问题(就像今年3月的银行业危机一样)。(来源:最伟大的交易员)","news_type":1},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","authorIdStr":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1},"content":"就当小编没睡醒[捂脸]","text":"就当小编没睡醒[捂脸]","html":"就当小编没睡醒[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":230264159776904,"gmtCreate":1697235524595,"gmtModify":1697235527371,"author":{"id":"4095420027487940","authorId":"4095420027487940","authorIdStr":"4095420027487940","name":"阳光彩虹","avatar":"https://static.tigerbbs.com/82df2e77ce66ede7d498ac63c9bb9929","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"行业的萎靡不开改变,要想平安度过就竭尽全力,不然恒大就是前车之鉴","listText":"行业的萎靡不开改变,要想平安度过就竭尽全力,不然恒大就是前车之鉴","text":"行业的萎靡不开改变,要想平安度过就竭尽全力,不然恒大就是前车之鉴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/230264159776904","repostId":"1156219206","repostType":2,"repost":{"id":"1156219206","pubTimestamp":1697187230,"share":"https://www.laohu8.com/m/news/1156219206?lang=&edition=full","pubTime":"2023-10-13 16:53","market":"hk","language":"zh","title":"杨国强和莫斌罕见公开露面,有何用意?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156219206","media":"华尔街见闻","summary":"颇有安抚人心的意味。","content":"<html><head></head><body><p>作者 | 曹安浔</p><p style=\"text-align: justify;\">半年多前,将全球最大房企的权杖交给二女儿杨惠妍,掌舵碧桂园31年的杨国强就此退休,此后他便鲜少公开露面了。</p><p style=\"text-align: justify;\">近期的碧桂园风雨飘摇,境内外债务重组也提上日程,杨惠妍当然不是一个人在战斗,她的父亲一直在她身边,共同面对这家公司成立以来最大的困难。</p><p style=\"text-align: justify;\">10月11日下午,碧桂园创始人杨国强、总裁莫斌罕见同时公开露面,他们两人前往广东顺德北滘南平路以西地块之二项目指导工作。</p><p style=\"text-align: justify;\">出现在工地上的杨国强,白衬衫搭配黑色外套,戴着红色安全帽,一脸认真听着科技建筑集团工人的汇报,偶尔伸手敲一下身边的墙体。</p><p style=\"text-align: justify;\">杨国强和莫斌先后观摩了电梯井整体提升模板、外墙横排模板等新型塑料模板的研发,并考察了模板成型质量,还向广东碧桂园职业学院的学生们分享了研究新型塑料模板的故事。</p><p style=\"text-align: justify;\">这看起来是一次正常的工地寻访,因为杨国强退休后关注重点就在科技建筑上。这也是碧桂园寄予厚望的未来增长业务之一。</p><p style=\"text-align: justify;\">在接班后的首次亮相中,杨惠妍也表示:“我现在的工作重心就是新兴的‘两翼’业务,代管代建轻资产和科技建造……为公司的中长期发展做铺垫” 。</p><p style=\"text-align: justify;\">相比观摩考察本身,更耐人寻味的是,杨国强本来已退休,此次与莫斌一起突然公开露面,颇有安抚人心的意味。</p><p style=\"text-align: justify;\">此前7月,碧桂园流动性危机显现,股债双杀之外,坊间传言不断,称杨国强父女要出国了。虽然碧桂园方面回应,杨家父女都在国内正常办公。但随着碧桂园两笔债务利息未按期支付,境内外债先后重组,市场担忧情绪不断蔓延。</p><p style=\"text-align: justify;\">作为与恒大、融创、万科并列的四巨头房企,碧桂园很容易就被人拿来和恒大做对比。此前,恒大董事长许家印因涉嫌违法违规,已被带走调查。恒大总裁夏海钧也已失联。坊间不免对碧桂园也存有担忧。</p><p style=\"text-align: justify;\">易居研究院研究总监严跃进表示,现在债务压力比较大的企业,业内会很担心高管被带走调查,担心碧桂园会走恒大的老路。尤其现在许家印等恒大多名前高管被带走后,创始人家族、高管的动向备受关注。</p><p style=\"text-align: justify;\">“如今,杨国强公开露面,一定程度上对企业稳住经营面有积极作用,释放高管层稳定的信号,也能让投资人、债权人更安心”。严跃进说。</p><p style=\"text-align: justify;\">身处碧桂园成立以来的最大危局,杨国强退而不休,除了在幕后与女儿杨惠妍主导债务重组和保交楼等工作,还在积极变卖资产回血,继续驾驭碧桂园这艘巨轮试图穿越风暴。</p><p style=\"text-align: justify;\">华尔街见闻从知情人士处获悉,杨国强家族近期向碧桂园提供了3亿美元的无息借款,杨国强还把一架私人飞机庞巴迪环球6000卖了;管理层也表示不会减持公司股票,会和公司共渡难关。莫斌透露,他已经把公司分配给他的奔驰车还给了公司,平时就开自己的车,并在高管会号召区域总减少不必要的支出。</p><p style=\"text-align: justify;\">接下来,杨国强父女要迎战境外债重组大关。10月10日,碧桂园启动境外债重组。据公开数据统计,截至目前,碧桂园处于存续期的公开美元债共有15笔,存续本金约93亿美元,若全部参与重组,碧桂园将创下恒大之外,房地产行业规模TOP3的境外债重组案例。</p><p style=\"text-align: justify;\">杨国强父女需要以足够的诚意和魄力获得债权人的谅解,才有望闯关成功。</p><p style=\"text-align: justify;\">华尔街见闻获悉,碧桂园正在和债权人探讨一揽子境外债务重组方案,与融创董事长孙宏斌类似,杨国强、杨惠妍父女也有很大的诚意,来提供增信和担保,化解危机。</p><p style=\"text-align: justify;\">与此同时,碧桂园内部将保交付列为第一要务,今年下半年到明年,碧桂园还有约100万套房要交付。</p><p style=\"text-align: justify;\">在10月9日召开的集团月度管理会议上,杨惠妍在强调保交付、保经营的同时,也进一步明确要保持战略定力,坚持“一体两翼”的中长期发展规划。</p><p style=\"text-align: justify;\">除了市场化自救,在行业深度调整风暴中想站稳脚跟,房地产行业市场层面的企稳复苏也至关重要。</p><p style=\"text-align: justify;\">中欧瑞博董事长、投资总监吴伟认为,随着政策力度不断加大,地产行业正在逐步企稳,从而促进经济大盘的企稳。从现实来看,7月初的高层会议已经看到了当下地产行业面临的问题并指明了正确的方向,因此行业未来的改善值得期待。</p><p style=\"text-align: justify;\">正如马云、刘强东回归为阿里、京东重新指明方向,在企业出现危机之时,总是需要创始人出现力挽狂澜,值此关键时刻,退休的杨国强也绝不能置身事外,他必须要做点什么,才能平息外部的兵荒马乱。</p><p style=\"text-align: justify;\">杨国强此次现身,除了安抚人心,也传递了公司业务、经营正常的信息。总裁莫斌的出现也表明,作为加入碧桂园已经十余年的老牌经理人,在这种关键时刻,更是坚定与老板站在一起。</p><p style=\"text-align: justify;\">这很令人感慨。以前,恒大董事长许家印和总裁夏海钧总是联袂出现,然而在恒大暴雷后,两个人分崩离析,各自分飞,一个与妻子离婚转移资产,一个在暴雷前套现股票出走,大大打击了市场、投资者对民营房企的信心。</p><p style=\"text-align: justify;\">杨国强和莫斌看起来是另一幅画面。多年来,莫斌持续购入碧桂园股票,已经是碧桂园最大的个人股东,他本人也表示过要在碧桂园干到退休。而在碧桂园出事后,莫斌并没有选择离开或放弃,仍然尽力辅佐杨惠妍,保证公司的正常运转。</p><p style=\"text-align: justify;\">半年多前的3月,杨国强退休,本以为可以和万科创始人王石那样享受自在的退休生活,但房地产的持续低迷,将碧桂园无情卷入漩涡,迫使老杨也要再次回到聚光灯下,接受外界的审视。</p><p style=\"text-align: justify;\">老大哥王石曾在8月声援杨国强,他说,房地产转型当中出现资金紧张是免不了的,但也相信老杨会积极面对困难。</p><p style=\"text-align: justify;\">他们曾经是房地产界最大的竞争对手,是碧桂园将万科拉下了老大之位。而今,在行业的萎顿与悲情之中,他们也放弃争斗,共渡难关了。</p><p style=\"text-align: justify;\">随着杨国强的又一次露面、莫斌的跟随,他们回到了战场中心,碧桂园何去何从更添了几分看点,这不仅关乎一家企业的命运,亦事关房地产行业的前景,没有人可以轻松越过。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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曹安浔半年多前,将全球最大房企的权杖交给二女儿杨惠妍,掌舵碧桂园31年的杨国强就此退休,此后他便鲜少公开露面了。近期的碧桂园风雨飘摇,境内外债务重组也提上日程,杨惠妍当然不是一个人在战斗,她的父亲一直在她身边,共同面对这家公司成立以来最大的困难。10月11日下午,碧桂园创始人杨国强、总裁莫斌罕见同时公开露面,他们两人前往广东顺德北滘南平路以西地块之二项目指导工作。出现在工地上的杨国强,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3699558\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/706b8a6e3848eac9ca2a77a4490285a6","relate_stocks":{"02007":"碧桂园","06098":"碧桂园服务"},"source_url":"https://wallstreetcn.com/articles/3699558","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1156219206","content_text":"作者 | 曹安浔半年多前,将全球最大房企的权杖交给二女儿杨惠妍,掌舵碧桂园31年的杨国强就此退休,此后他便鲜少公开露面了。近期的碧桂园风雨飘摇,境内外债务重组也提上日程,杨惠妍当然不是一个人在战斗,她的父亲一直在她身边,共同面对这家公司成立以来最大的困难。10月11日下午,碧桂园创始人杨国强、总裁莫斌罕见同时公开露面,他们两人前往广东顺德北滘南平路以西地块之二项目指导工作。出现在工地上的杨国强,白衬衫搭配黑色外套,戴着红色安全帽,一脸认真听着科技建筑集团工人的汇报,偶尔伸手敲一下身边的墙体。杨国强和莫斌先后观摩了电梯井整体提升模板、外墙横排模板等新型塑料模板的研发,并考察了模板成型质量,还向广东碧桂园职业学院的学生们分享了研究新型塑料模板的故事。这看起来是一次正常的工地寻访,因为杨国强退休后关注重点就在科技建筑上。这也是碧桂园寄予厚望的未来增长业务之一。在接班后的首次亮相中,杨惠妍也表示:“我现在的工作重心就是新兴的‘两翼’业务,代管代建轻资产和科技建造……为公司的中长期发展做铺垫” 。相比观摩考察本身,更耐人寻味的是,杨国强本来已退休,此次与莫斌一起突然公开露面,颇有安抚人心的意味。此前7月,碧桂园流动性危机显现,股债双杀之外,坊间传言不断,称杨国强父女要出国了。虽然碧桂园方面回应,杨家父女都在国内正常办公。但随着碧桂园两笔债务利息未按期支付,境内外债先后重组,市场担忧情绪不断蔓延。作为与恒大、融创、万科并列的四巨头房企,碧桂园很容易就被人拿来和恒大做对比。此前,恒大董事长许家印因涉嫌违法违规,已被带走调查。恒大总裁夏海钧也已失联。坊间不免对碧桂园也存有担忧。易居研究院研究总监严跃进表示,现在债务压力比较大的企业,业内会很担心高管被带走调查,担心碧桂园会走恒大的老路。尤其现在许家印等恒大多名前高管被带走后,创始人家族、高管的动向备受关注。“如今,杨国强公开露面,一定程度上对企业稳住经营面有积极作用,释放高管层稳定的信号,也能让投资人、债权人更安心”。严跃进说。身处碧桂园成立以来的最大危局,杨国强退而不休,除了在幕后与女儿杨惠妍主导债务重组和保交楼等工作,还在积极变卖资产回血,继续驾驭碧桂园这艘巨轮试图穿越风暴。华尔街见闻从知情人士处获悉,杨国强家族近期向碧桂园提供了3亿美元的无息借款,杨国强还把一架私人飞机庞巴迪环球6000卖了;管理层也表示不会减持公司股票,会和公司共渡难关。莫斌透露,他已经把公司分配给他的奔驰车还给了公司,平时就开自己的车,并在高管会号召区域总减少不必要的支出。接下来,杨国强父女要迎战境外债重组大关。10月10日,碧桂园启动境外债重组。据公开数据统计,截至目前,碧桂园处于存续期的公开美元债共有15笔,存续本金约93亿美元,若全部参与重组,碧桂园将创下恒大之外,房地产行业规模TOP3的境外债重组案例。杨国强父女需要以足够的诚意和魄力获得债权人的谅解,才有望闯关成功。华尔街见闻获悉,碧桂园正在和债权人探讨一揽子境外债务重组方案,与融创董事长孙宏斌类似,杨国强、杨惠妍父女也有很大的诚意,来提供增信和担保,化解危机。与此同时,碧桂园内部将保交付列为第一要务,今年下半年到明年,碧桂园还有约100万套房要交付。在10月9日召开的集团月度管理会议上,杨惠妍在强调保交付、保经营的同时,也进一步明确要保持战略定力,坚持“一体两翼”的中长期发展规划。除了市场化自救,在行业深度调整风暴中想站稳脚跟,房地产行业市场层面的企稳复苏也至关重要。中欧瑞博董事长、投资总监吴伟认为,随着政策力度不断加大,地产行业正在逐步企稳,从而促进经济大盘的企稳。从现实来看,7月初的高层会议已经看到了当下地产行业面临的问题并指明了正确的方向,因此行业未来的改善值得期待。正如马云、刘强东回归为阿里、京东重新指明方向,在企业出现危机之时,总是需要创始人出现力挽狂澜,值此关键时刻,退休的杨国强也绝不能置身事外,他必须要做点什么,才能平息外部的兵荒马乱。杨国强此次现身,除了安抚人心,也传递了公司业务、经营正常的信息。总裁莫斌的出现也表明,作为加入碧桂园已经十余年的老牌经理人,在这种关键时刻,更是坚定与老板站在一起。这很令人感慨。以前,恒大董事长许家印和总裁夏海钧总是联袂出现,然而在恒大暴雷后,两个人分崩离析,各自分飞,一个与妻子离婚转移资产,一个在暴雷前套现股票出走,大大打击了市场、投资者对民营房企的信心。杨国强和莫斌看起来是另一幅画面。多年来,莫斌持续购入碧桂园股票,已经是碧桂园最大的个人股东,他本人也表示过要在碧桂园干到退休。而在碧桂园出事后,莫斌并没有选择离开或放弃,仍然尽力辅佐杨惠妍,保证公司的正常运转。半年多前的3月,杨国强退休,本以为可以和万科创始人王石那样享受自在的退休生活,但房地产的持续低迷,将碧桂园无情卷入漩涡,迫使老杨也要再次回到聚光灯下,接受外界的审视。老大哥王石曾在8月声援杨国强,他说,房地产转型当中出现资金紧张是免不了的,但也相信老杨会积极面对困难。他们曾经是房地产界最大的竞争对手,是碧桂园将万科拉下了老大之位。而今,在行业的萎顿与悲情之中,他们也放弃争斗,共渡难关了。随着杨国强的又一次露面、莫斌的跟随,他们回到了战场中心,碧桂园何去何从更添了几分看点,这不仅关乎一家企业的命运,亦事关房地产行业的前景,没有人可以轻松越过。","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224390228201680,"gmtCreate":1695790771401,"gmtModify":1695793401204,"author":{"id":"4095420027487940","authorId":"4095420027487940","authorIdStr":"4095420027487940","name":"阳光彩虹","avatar":"https://static.tigerbbs.com/82df2e77ce66ede7d498ac63c9bb9929","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拜读了,学习中成长!","listText":"拜读了,学习中成长!","text":"拜读了,学习中成长!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224390228201680","repostId":"2370738425","repostType":2,"repost":{"id":"2370738425","pubTimestamp":1695781812,"share":"https://www.laohu8.com/m/news/2370738425?lang=&edition=full","pubTime":"2023-09-27 10:30","market":"us","language":"zh","title":"传奇投资者警告:AI泡沫要破裂,通胀将回升,快抛售成长股","url":"https://stock-news.laohu8.com/highlight/detail?id=2370738425","media":"环球市场播报","summary":"美国传奇投资者、基本面指数投资策略的创始者罗伯特·阿诺特警告称,投资者应该抛售成长型股票,转向价值型股票,因通胀回升将使成长型股票成为糟糕的选择。与此同时,通胀基本呈下行趋势,鼓励股东倾向于成长型股票。阿诺特称,面对这些不利因素,价值股将胜出,因其“异常便宜”的估值水平。在最近的一篇论文中,他警告说,人工智能主导的投资已经形成了一个科技泡沫,一旦泡沫破裂,将拖累市场。","content":"<html><head></head><body><p>美国传奇投资者、基本面指数投资策略的创始者罗伯特·阿诺特(Robert Arnott)警告称,投资者应该抛售成长型股票,转向价值型股票,因通胀回升将使成长型股票成为糟糕的选择。</p><p>阿诺特周二在一次采访中表示:“这种通胀暴跌的幻觉帮助推动了成长股相对于价值股的飙升。现在我们正在经历相反的情况。此外,人们开始问,人工智能的奇迹真的像人们普遍认为的那样神奇吗?市场是由叙事驱动的,而这种叙事开始受到一些质疑。”</p><p>今年有关人工智能的炒作将投资者推入了价格更高的科技股,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等七家公司领涨。与此同时,通胀基本呈下行趋势,鼓励股东倾向于成长型股票。</p><p>但阿诺特说,到年底,通胀率将再次加速至4.5%-5%。最近的消费者价格指数显示,美国整体通胀率为3.7%,核心通胀率为4.3%。</p><p>阿诺特称,面对这些不利因素,价值股将胜出,因其“异常便宜”的估值水平。除了通胀,投资者可能还希望在利率上升或经济不稳定的情况下增加投资组合的价值。</p><p>阿诺特说:“不稳定不利于成长股,因为人们最终会寻求安全边际。他们想要的是潜在收益。他们想要分红。”</p><p>阿诺特预测,如果美联储不放松货币政策,硬着陆是可能的。在他看来,美联储没有对债券收益率给予足够的重视,短期和长期利率之间的倒挂预示着经济衰退。</p><p>至于科技行业,阿诺特认为人工智能可以改变世界,但他表示,这些发展将比投资者希望的要缓慢得多。在最近的一篇论文中,他警告说,人工智能主导的投资已经形成了一个科技泡沫,一旦泡沫破裂,将拖累市场。</p><p></p></body></html>","source":"sina_us","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>传奇投资者警告:AI泡沫要破裂,通胀将回升,快抛售成长股</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传奇投资者警告:AI泡沫要破裂,通胀将回升,快抛售成长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-27 10:30 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2023-09-27/doc-imzpcftp4162408.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国传奇投资者、基本面指数投资策略的创始者罗伯特·阿诺特(Robert Arnott)警告称,投资者应该抛售成长型股票,转向价值型股票,因通胀回升将使成长型股票成为糟糕的选择。阿诺特周二在一次采访中表示:“这种通胀暴跌的幻觉帮助推动了成长股相对于价值股的飙升。现在我们正在经历相反的情况。此外,人们开始问,人工智能的奇迹真的像人们普遍认为的那样神奇吗?市场是由叙事驱动的,而这种叙事开始受到一些质疑。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-09-27/doc-imzpcftp4162408.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/7cce4fa1bd973268dcff76d28ebcd19b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-09-27/doc-imzpcftp4162408.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2370738425","content_text":"美国传奇投资者、基本面指数投资策略的创始者罗伯特·阿诺特(Robert Arnott)警告称,投资者应该抛售成长型股票,转向价值型股票,因通胀回升将使成长型股票成为糟糕的选择。阿诺特周二在一次采访中表示:“这种通胀暴跌的幻觉帮助推动了成长股相对于价值股的飙升。现在我们正在经历相反的情况。此外,人们开始问,人工智能的奇迹真的像人们普遍认为的那样神奇吗?市场是由叙事驱动的,而这种叙事开始受到一些质疑。”今年有关人工智能的炒作将投资者推入了价格更高的科技股,英伟达等七家公司领涨。与此同时,通胀基本呈下行趋势,鼓励股东倾向于成长型股票。但阿诺特说,到年底,通胀率将再次加速至4.5%-5%。最近的消费者价格指数显示,美国整体通胀率为3.7%,核心通胀率为4.3%。阿诺特称,面对这些不利因素,价值股将胜出,因其“异常便宜”的估值水平。除了通胀,投资者可能还希望在利率上升或经济不稳定的情况下增加投资组合的价值。阿诺特说:“不稳定不利于成长股,因为人们最终会寻求安全边际。他们想要的是潜在收益。他们想要分红。”阿诺特预测,如果美联储不放松货币政策,硬着陆是可能的。在他看来,美联储没有对债券收益率给予足够的重视,短期和长期利率之间的倒挂预示着经济衰退。至于科技行业,阿诺特认为人工智能可以改变世界,但他表示,这些发展将比投资者希望的要缓慢得多。在最近的一篇论文中,他警告说,人工智能主导的投资已经形成了一个科技泡沫,一旦泡沫破裂,将拖累市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251302380847144,"gmtCreate":1702380781844,"gmtModify":1702380783495,"author":{"id":"4095420027487940","authorId":"4095420027487940","authorIdStr":"4095420027487940","name":"阳光彩虹","avatar":"https://static.tigerbbs.com/82df2e77ce66ede7d498ac63c9bb9929","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"反着听","listText":"反着听","text":"反着听","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251302380847144","repostId":"2390438626","repostType":2,"repost":{"id":"2390438626","pubTimestamp":1702269176,"share":"https://www.laohu8.com/m/news/2390438626?lang=&edition=full","pubTime":"2023-12-11 12:32","market":"sh","language":"zh","title":"半夏李蓓再看好A股:现在股市为20年一遇机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2390438626","media":"智通财经","summary":"“未来五到十年是中国经济或是中国股市的白天”。","content":"<html><head></head><body><p>半夏投资近日发布李蓓撰写的半夏宏观对冲11月月报。</p><p>人称“私募魔女”的李蓓认为,“现在股市是20年一遇的机会,果断的提高仓位,并愿意承担一定的波动和回撤,愿意保持较高的股票仓位。”同时提到,作为基金经理,她研究过美国、日本等主要国家过去几十年的经济周期和股市波动规律,“我的判断是:未来几年可能是我职业生涯中最好的一波中国股票市场的机会。”</p><p>类似论断并不陌生,李蓓曾在9月月报提到“中国股市或将迎来超越5年一遇级别的牛市”,也在此前接受访谈时表示,“未来五到十年是中国经济或是中国股市的白天”。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206c27e4fc69c36ff4b14643c24e21c6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>李蓓的最新报告,又“执着”哪些观点和细节?</p><h2 id=\"id_1160265226\" style=\"text-align: start;\"> “只投股票”</h2><p style=\"text-align: justify;\">根据相关报告透露出的半夏投资宏观策略的资产分布情况。</p><p style=\"text-align: justify;\">2023年9月、10月和11月,半夏的产品仅有股票仓位,占比约七成到八成。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89980b255fa5f9a25bb602dd09674fdb\" tg-width=\"640\" tg-height=\"430\"/></p><p>这家百亿私募主打的策略是宏观投资,也就是在股票、债券、商品资产上进行多空操作。</p><p style=\"text-align: justify;\">换言之,李蓓出于对权益资产的高度看好,以至于并没有债券和商品的布局</p><h2 id=\"id_1439718857\" style=\"text-align: start;\">产业角度未来值得看好</h2><p style=\"text-align: justify;\">李蓓在月报指出:<strong>全球产能投资上升大周期刚起来2年,本轮产业升级中国是相对成功的,</strong>新能源,汽车,机械,化工等,在国际上处于相对优势的位置,比欧洲和日韩的情况要更好,产业角度未来10年看好。</p><p style=\"text-align: justify;\">对于中短期宏观背景,她认为:中国利率在全球主要国家中最低,社融企稳回升,企业盈利回升,风险偏好位于历史最低点附近,也是最好的买点。</p><p style=\"text-align: justify;\">基于此,李蓓指出:无论中长期,还是中短期当前都应该看好中国股市。<strong>因为当前是中长期和中短期共振的底部,而不仅仅是小周期底部。</strong></p><h2 id=\"id_1595519135\" style=\"text-align: start;\">增量资金何来?</h2><p style=\"text-align: justify;\">对于未来三年A股的增量资金,李蓓点出了保险资金。</p><p style=\"text-align: justify;\">一个大背景是:过去10年,保险大量的投资非标和城投。权益类资产持仓维持13%左右的低水平。过去2年,地产类非标基本已经萎缩殆尽,城投非标以后也将退出历史舞台。</p><p style=\"text-align: justify;\">李蓓认为:“保险公司想要获取高于3.5%的收益,满足偿付能力需求,很大程度就只能靠股票了。”</p><p style=\"text-align: justify;\">她还指出:保险公司面临的问题,是中国所有的有资产配置需求的个人和机构都面临的问题。比如之前中国的私人银行客户,同样的以非标作为主要的配置对象,现在同样的面临资产收益率大幅降低的问题,都是股市潜在的增量资金。</p><h2 id=\"id_3588868029\" style=\"text-align: start;\">看好大盘指数“牛市”</h2><p style=\"text-align: justify;\">李蓓对客户指出:有更大的把握认为未来两年是A股大盘指数的牛市。而市场却反而多下跌了5%,变得更加便宜,性价比更高。</p><p style=\"text-align: justify;\">对于大类资产价格,她有如下预判:</p><blockquote><p style=\"text-align: justify;\">利率:利率陷入鸡肋,中期上下两难。财政扩张,政策性金融工具发力,后续的经济复苏都使得利率没有继续明显下行的动力,而高存量地方债务负担,也使得利率需要保持低位,未来1年没有大幅上升的可能。</p><p style=\"text-align: justify;\">商品:未来1年中国复苏美国衰退,总需求没有共振。商品总体没系统的趋势性机会。只有一些局部的相对强弱机会和库存周期的节奏性机会。</p><p style=\"text-align: justify;\">股票:尤其在经过连续3年的下跌后,在年底这种时刻,机构结账考核存在压力。</p></blockquote><p style=\"text-align: justify;\">“但只需不到一个月,新的一年开启,新的考核周期开启,保险为代表的各类机构,在低利率低信用利差非标收缩的现实资产荒压力下,大概率都会买入股票,增加权益配置的比例。届时,市场大概率会进入持续上行。”她如是说。</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://www.zhitongcaijing.com/immediately.html?type=astock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半夏投资近日发布李蓓撰写的半夏宏观对冲11月月报。人称“私募魔女”的李蓓认为,“现在股市是20年一遇的机会,果断的提高仓位,并愿意承担一定的波动和回撤,愿意保持较高的股票仓位。”同时提到,作为基金经理,她研究过美国、日本等主要国家过去几十年的经济周期和股市波动规律,“我的判断是:未来几年可能是我职业生涯中最好的一波中国股票市场的机会。”类似论断并不陌生,李蓓曾在9月月报提到“中国股市或将迎来超越5...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c734b87f52be5f120b1c0c0583b68e11","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=astock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2390438626","content_text":"半夏投资近日发布李蓓撰写的半夏宏观对冲11月月报。人称“私募魔女”的李蓓认为,“现在股市是20年一遇的机会,果断的提高仓位,并愿意承担一定的波动和回撤,愿意保持较高的股票仓位。”同时提到,作为基金经理,她研究过美国、日本等主要国家过去几十年的经济周期和股市波动规律,“我的判断是:未来几年可能是我职业生涯中最好的一波中国股票市场的机会。”类似论断并不陌生,李蓓曾在9月月报提到“中国股市或将迎来超越5年一遇级别的牛市”,也在此前接受访谈时表示,“未来五到十年是中国经济或是中国股市的白天”。李蓓的最新报告,又“执着”哪些观点和细节? “只投股票”根据相关报告透露出的半夏投资宏观策略的资产分布情况。2023年9月、10月和11月,半夏的产品仅有股票仓位,占比约七成到八成。这家百亿私募主打的策略是宏观投资,也就是在股票、债券、商品资产上进行多空操作。换言之,李蓓出于对权益资产的高度看好,以至于并没有债券和商品的布局产业角度未来值得看好李蓓在月报指出:全球产能投资上升大周期刚起来2年,本轮产业升级中国是相对成功的,新能源,汽车,机械,化工等,在国际上处于相对优势的位置,比欧洲和日韩的情况要更好,产业角度未来10年看好。对于中短期宏观背景,她认为:中国利率在全球主要国家中最低,社融企稳回升,企业盈利回升,风险偏好位于历史最低点附近,也是最好的买点。基于此,李蓓指出:无论中长期,还是中短期当前都应该看好中国股市。因为当前是中长期和中短期共振的底部,而不仅仅是小周期底部。增量资金何来?对于未来三年A股的增量资金,李蓓点出了保险资金。一个大背景是:过去10年,保险大量的投资非标和城投。权益类资产持仓维持13%左右的低水平。过去2年,地产类非标基本已经萎缩殆尽,城投非标以后也将退出历史舞台。李蓓认为:“保险公司想要获取高于3.5%的收益,满足偿付能力需求,很大程度就只能靠股票了。”她还指出:保险公司面临的问题,是中国所有的有资产配置需求的个人和机构都面临的问题。比如之前中国的私人银行客户,同样的以非标作为主要的配置对象,现在同样的面临资产收益率大幅降低的问题,都是股市潜在的增量资金。看好大盘指数“牛市”李蓓对客户指出:有更大的把握认为未来两年是A股大盘指数的牛市。而市场却反而多下跌了5%,变得更加便宜,性价比更高。对于大类资产价格,她有如下预判:利率:利率陷入鸡肋,中期上下两难。财政扩张,政策性金融工具发力,后续的经济复苏都使得利率没有继续明显下行的动力,而高存量地方债务负担,也使得利率需要保持低位,未来1年没有大幅上升的可能。商品:未来1年中国复苏美国衰退,总需求没有共振。商品总体没系统的趋势性机会。只有一些局部的相对强弱机会和库存周期的节奏性机会。股票:尤其在经过连续3年的下跌后,在年底这种时刻,机构结账考核存在压力。“但只需不到一个月,新的一年开启,新的考核周期开启,保险为代表的各类机构,在低利率低信用利差非标收缩的现实资产荒压力下,大概率都会买入股票,增加权益配置的比例。届时,市场大概率会进入持续上行。”她如是说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222685615808512,"gmtCreate":1695367299087,"gmtModify":1695367964411,"author":{"id":"4095420027487940","authorId":"4095420027487940","authorIdStr":"4095420027487940","name":"阳光彩虹","avatar":"https://static.tigerbbs.com/82df2e77ce66ede7d498ac63c9bb9929","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"那不是饮鸩止渴吗?或者学学阿三,韭菜长起来连根拔","listText":"那不是饮鸩止渴吗?或者学学阿三,韭菜长起来连根拔","text":"那不是饮鸩止渴吗?或者学学阿三,韭菜长起来连根拔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222685615808512","repostId":"1169861182","repostType":2,"repost":{"id":"1169861182","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":1695366745,"share":"https://www.laohu8.com/m/news/1169861182?lang=&edition=full","pubTime":"2023-09-22 15:12","market":"sh","language":"zh","title":"A股大涨原因曝光:传中国考虑放宽外资对部分A股的持股上限","url":"https://stock-news.laohu8.com/highlight/detail?id=1169861182","media":"老虎资讯综合","summary":"但目前讨论尚处初期阶段。","content":"<html><head></head><body><p>据券商中国,今天A股市场止跌大涨,人民币亦一度大涨。这可能与方方面面的预期有关。</p><p>一方面是关于“转融券和量化基金监管的传闻”近两个交易日持续发酵;</p><p>另一方面是影响最近市场的关键变量可能已经发生了“向好”变化。最近也处于比较关键的时点上,多头对于大盘的呵护亦颇受关注。</p><p>此外,<strong>彭博社传出的消息指出,中国正考虑放宽外资对部分A股持股上限,但目前讨论尚处初期阶段。</strong>不过,此消息亦未获官方证实。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0399fee0a3d21937bdff1d2f572ecb2d\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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\" 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#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\">\nA股大涨原因曝光:传中国考虑放宽外资对部分A股的持股上限\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\">2023-09-22 15:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据券商中国,今天A股市场止跌大涨,人民币亦一度大涨。这可能与方方面面的预期有关。</p><p>一方面是关于“转融券和量化基金监管的传闻”近两个交易日持续发酵;</p><p>另一方面是影响最近市场的关键变量可能已经发生了“向好”变化。最近也处于比较关键的时点上,多头对于大盘的呵护亦颇受关注。</p><p>此外,<strong>彭博社传出的消息指出,中国正考虑放宽外资对部分A股持股上限,但目前讨论尚处初期阶段。</strong>不过,此消息亦未获官方证实。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0399fee0a3d21937bdff1d2f572ecb2d\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169861182","content_text":"据券商中国,今天A股市场止跌大涨,人民币亦一度大涨。这可能与方方面面的预期有关。一方面是关于“转融券和量化基金监管的传闻”近两个交易日持续发酵;另一方面是影响最近市场的关键变量可能已经发生了“向好”变化。最近也处于比较关键的时点上,多头对于大盘的呵护亦颇受关注。此外,彭博社传出的消息指出,中国正考虑放宽外资对部分A股持股上限,但目前讨论尚处初期阶段。不过,此消息亦未获官方证实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}