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权威许可
2023-02-27
$有道(DAO)$
22年研发费用同比大增,主要投资在了智能硬件方面,而智能硬件业务也不负众望,在四季报中营收创下4.1亿元。
权威许可
2023-09-07
除了大市外,游戏板现在的走势其实更多是和互联网板挂钩的,尤其是等AI游戏多一些之后,AI和游戏之间的关系更紧密些,对游戏的估值思路变了,价格和估值也能有所改变。
$网易-S(09999)$
逆水寒手游表现不错,不过太少了,后续
$中手游(00302)$
仙剑世界 网易 无限大
$腾讯控股(00700)$
王者荣耀世界 的表现更为关键
权威许可
2022-08-23
$万物新生(RERE)$
回收手机可以减少电子垃圾,对环境有利,市场需求越来越大。
权威许可
07-08
$嘀嗒出行(02559)$
现在大盘不好,啥时候能好起来。
权威许可
2022-04-14
$简普科技(JT)$
业务都是朝阳板块,而且也不受疫情影响,波动也就是正常的价格波动而已,平常心
权威许可
2022-03-30
$海银控股(HYW)$
海银的稳步发展也表明了国内对财富管理行业的关注。
权威许可
2022-03-04
[财迷]
@三合智能:从地方政府城投债到政信债
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>仙剑世界 网易 无限大<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 王者荣耀世界 的表现更为关键","listText":"除了大市外,游戏板现在的走势其实更多是和互联网板挂钩的,尤其是等AI游戏多一些之后,AI和游戏之间的关系更紧密些,对游戏的估值思路变了,价格和估值也能有所改变。<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$ </a> 逆水寒手游表现不错,不过太少了,后续<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>仙剑世界 网易 无限大<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 王者荣耀世界 的表现更为关键","text":"除了大市外,游戏板现在的走势其实更多是和互联网板挂钩的,尤其是等AI游戏多一些之后,AI和游戏之间的关系更紧密些,对游戏的估值思路变了,价格和估值也能有所改变。$网易-S(09999)$ 逆水寒手游表现不错,不过太少了,后续$中手游(00302)$ 仙剑世界 网易 无限大$腾讯控股(00700)$ 王者荣耀世界 的表现更为关键","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/217309217325088","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097831945255890","authorId":"4097831945255890","name":"整个明白吧","avatar":"https://static.tigerbbs.com/275dfe8b351b6948f780189224262816","crmLevel":1,"crmLevelSwitch":0},"content":"只要上了,基本就是大火","text":"只要上了,基本就是大火","html":"只要上了,基本就是大火"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624238884,"gmtCreate":1677488220348,"gmtModify":1677488222058,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>22年研发费用同比大增,主要投资在了智能硬件方面,而智能硬件业务也不负众望,在四季报中营收创下4.1亿元。","listText":"<a 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href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>业务都是朝阳板块,而且也不受疫情影响,波动也就是正常的价格波动而已,平常心","text":"$简普科技(JT)$业务都是朝阳板块,而且也不受疫情影响,波动也就是正常的价格波动而已,平常心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613501204","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610674662,"gmtCreate":1648623594959,"gmtModify":1648623594959,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>海银的稳步发展也表明了国内对财富管理行业的关注。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>海银的稳步发展也表明了国内对财富管理行业的关注。","text":"$海银控股(HYW)$海银的稳步发展也表明了国内对财富管理行业的关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610674662","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632856141,"gmtCreate":1646362929916,"gmtModify":1646362929916,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632856141","repostId":"636553626","repostType":1,"repost":{"id":636553626,"gmtCreate":1646019903124,"gmtModify":1646032665937,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"从地方政府城投债到政信债","htmlText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":624238884,"gmtCreate":1677488220348,"gmtModify":1677488222058,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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的表现更为关键","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/217309217325088","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097831945255890","authorId":"4097831945255890","name":"整个明白吧","avatar":"https://static.tigerbbs.com/275dfe8b351b6948f780189224262816","crmLevel":1,"crmLevelSwitch":0},"content":"只要上了,基本就是大火","text":"只要上了,基本就是大火","html":"只要上了,基本就是大火"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687481958,"gmtCreate":1661222209379,"gmtModify":1661222209379,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>回收手机可以减少电子垃圾,对环境有利,市场需求越来越大。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>回收手机可以减少电子垃圾,对环境有利,市场需求越来越大。","text":"$万物新生(RERE)$回收手机可以减少电子垃圾,对环境有利,市场需求越来越大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687481958","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325165102211352,"gmtCreate":1720415144103,"gmtModify":1720430225184,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 现在大盘不好,啥时候能好起来。","listText":"<a href=\"https://laohu8.com/S/02559\">$嘀嗒出行(02559)$</a> 现在大盘不好,啥时候能好起来。","text":"$嘀嗒出行(02559)$ 现在大盘不好,啥时候能好起来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325165102211352","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613501204,"gmtCreate":1649927782126,"gmtModify":1649927782126,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>业务都是朝阳板块,而且也不受疫情影响,波动也就是正常的价格波动而已,平常心","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>业务都是朝阳板块,而且也不受疫情影响,波动也就是正常的价格波动而已,平常心","text":"$简普科技(JT)$业务都是朝阳板块,而且也不受疫情影响,波动也就是正常的价格波动而已,平常心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613501204","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610674662,"gmtCreate":1648623594959,"gmtModify":1648623594959,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>海银的稳步发展也表明了国内对财富管理行业的关注。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>海银的稳步发展也表明了国内对财富管理行业的关注。","text":"$海银控股(HYW)$海银的稳步发展也表明了国内对财富管理行业的关注。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610674662","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632856141,"gmtCreate":1646362929916,"gmtModify":1646362929916,"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632856141","repostId":"636553626","repostType":1,"repost":{"id":636553626,"gmtCreate":1646019903124,"gmtModify":1646032665937,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"从地方政府城投债到政信债","htmlText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}