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吴百万万

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09:09

$草姬集团(02593)$ 这是在干啥？？

12-18 17:16

$草姬集团(02593)$ 暗盘走势比较一般，不过预计明天还能涨

12-10

$毛戈平(01318)$ [开心]

12-13

经济学家这分析的我爸也会

市场突变！港股、A股全线杀跌，发生了什么？

12-11

$地平线机器人-W(09660)$ 地平线还能好吗？感觉已沦为路人股

11-12

$阿斯利康(AZN)$ 蹲一个财报看涨

11-08

$希尔顿酒店(HLT)$ 为贵司护盘

11-08

$晶科电子股份(02551)$ 打新快乐

10-31

$融创中国(01918)$ 呸

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我爸也会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381065486340392","repostId":"1180627073","repostType":4,"repost":{"id":"1180627073","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1734061052,"share":"https://www.laohu8.com/m/news/1180627073?lang=&edition=full","pubTime":"2024-12-13 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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1093658ac3baca90dae12f21d84c2846\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"302\"/></p><p>外围方面，与中国资产相关的指数亦表现不佳。富时中国A50指数期货跌幅扩大至2%。MSCI中国A50互联互通指数期货跌1.7%。恒生科技指数跌幅扩大至2%，美团、京东健康跌4%。恒生指数跌1.7%，龙湖集团跌超5%，农夫山泉跌超4%。在东京上市的中证南方A500ETF亦杀跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec2cb84f53568a7cb3cce62b1cd8490\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"414\"/></p><p>在这个杀跌背后，其实有三大原因。</p><p>一是外围市场近期的确存在一定问题，日经指数今天跌幅亦与A股相当，MSCI亚太指数跌幅扩大至1%；二是昨晚A50给出下跌指引之后，短期博弈政策预期的资金可能会有一个回撤动作，而且近期市场的确存在局部过热的情况；三是国债市场的持续火爆，可能也吸走了一部分资金。今天早盘，中国30年期国债“24特别国债06”收益率下行4.25bp报2.0%，创2002年4月5日以来新低。10年期国债收益率下破1.8%，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</p><p><strong>信心是否还在？</strong></p><p>那么，短线的震荡是否会动摇信心呢？分析人士认为，从相对较长一段时间来看，资本市场依然值得期待。</p><p>中银证券全球首席经济学家管涛表示，中央经济工作会议延续了9月底以来的政策思路，强调要实施更加积极有为的宏观政策。其中，实施更加积极的财政政策是加强超常规逆周期调节的重要看点。相信只要经济稳住、风险防住，我国资本市场的春天可期。</p><p>华泰证券认为，中央经济工作会议所传递的宏观政策取向更为积极，在财政政策（扩赤字，增特别国债，扩大专项债使用范围等），货币政策（适度宽松，适时降准降息），地产和资本市场（稳住楼市股市），扩内需政策（实施提振消费专项行动，提高低收入人群收入和社会保障，加力扩围实施两新政策等），以及产业政策和扩大开放等方面均提出了政策部署。</p><p>中信建投首席经济学家黄文涛表示，中央经济工作会议强调，明年要保持经济稳定增长，保持就业、物价总体稳定，财政货币定调提至多年来最有力水平，扩大内需提至首位表述，现代产业体系建设围绕新质生产力，经济体制改革有标志性举措，有序扩大自主和单边开放，稳住楼市股市，促进居民收入增长和经济增长同步。稳就业、稳物价将带来名义和实际增长共同企稳向好，财政更加积极、货币适度宽松，有利股债双牛，股指、估值和流动性企稳回升，债市利率有更多下行空间。</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\" />\n<title>市场突变！港股、A股全线杀跌，发生了什么？</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; 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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市场突变！港股、A股全线杀跌，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-12-13 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>早盘，市场突然生变！</p><p>最近，市场节奏变化，波动幅度突然加大。今天早盘，A股、港股全线杀跌，昨天上涨的金融、地产、消费等悉数回落。沪指持续杀跌，一度超过50点，创业板指一度跌超1.5%。</p><p><strong>分析人士认为，主要有三大原因。首先，重磅会议落幕之后，之前根据预期做短线交易的资金可能有一个撤退、兑现的动作；其次，今天早上亚太市场全线杀跌，MSCI亚太指数跌幅扩大至1%；第三，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</strong></p><p><strong>市场突变</strong></p><p>其实，最近可以明显感觉到市场的一些变化。一方面是A50走势极不稳定，昨天晚上该指数一度大跌；另一方面，国债收益率持续走低，不少资金已经转战这个确定性比较高的市场；再有就是，经过近两个月的持续拉升之后，A股市场的很多概念、题材都充分发酵，已经到了一个疲劳期。所以，会看到今天早盘，市场的一个充分的回调。</p><p>A股三大指数均跌超1%，大金融、房地产、食品消费等方向跌幅居前，沪深北三市下跌个股超4300只。值得一提的是，最近两年，当资金炒到消费板块时，大多情形之下，都会出现回落，一如此前几年的钢铁板块。结构方面，近期颇受争议的基金重仓股再度杀跌，基金重仓指数跌幅一度接近2%，跌幅超过三大股指。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1093658ac3baca90dae12f21d84c2846\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"302\"/></p><p>外围方面，与中国资产相关的指数亦表现不佳。富时中国A50指数期货跌幅扩大至2%。MSCI中国A50互联互通指数期货跌1.7%。恒生科技指数跌幅扩大至2%，美团、京东健康跌4%。恒生指数跌1.7%，龙湖集团跌超5%，农夫山泉跌超4%。在东京上市的中证南方A500ETF亦杀跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec2cb84f53568a7cb3cce62b1cd8490\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"414\"/></p><p>在这个杀跌背后，其实有三大原因。</p><p>一是外围市场近期的确存在一定问题，日经指数今天跌幅亦与A股相当，MSCI亚太指数跌幅扩大至1%；二是昨晚A50给出下跌指引之后，短期博弈政策预期的资金可能会有一个回撤动作，而且近期市场的确存在局部过热的情况；三是国债市场的持续火爆，可能也吸走了一部分资金。今天早盘，中国30年期国债“24特别国债06”收益率下行4.25bp报2.0%，创2002年4月5日以来新低。10年期国债收益率下破1.8%，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</p><p><strong>信心是否还在？</strong></p><p>那么，短线的震荡是否会动摇信心呢？分析人士认为，从相对较长一段时间来看，资本市场依然值得期待。</p><p>中银证券全球首席经济学家管涛表示，中央经济工作会议延续了9月底以来的政策思路，强调要实施更加积极有为的宏观政策。其中，实施更加积极的财政政策是加强超常规逆周期调节的重要看点。相信只要经济稳住、风险防住，我国资本市场的春天可期。</p><p>华泰证券认为，中央经济工作会议所传递的宏观政策取向更为积极，在财政政策（扩赤字，增特别国债，扩大专项债使用范围等），货币政策（适度宽松，适时降准降息），地产和资本市场（稳住楼市股市），扩内需政策（实施提振消费专项行动，提高低收入人群收入和社会保障，加力扩围实施两新政策等），以及产业政策和扩大开放等方面均提出了政策部署。</p><p>中信建投首席经济学家黄文涛表示，中央经济工作会议强调，明年要保持经济稳定增长，保持就业、物价总体稳定，财政货币定调提至多年来最有力水平，扩大内需提至首位表述，现代产业体系建设围绕新质生产力，经济体制改革有标志性举措，有序扩大自主和单边开放，稳住楼市股市，促进居民收入增长和经济增长同步。稳就业、稳物价将带来名义和实际增长共同企稳向好，财政更加积极、货币适度宽松，有利股债双牛，股指、估值和流动性企稳回升，债市利率有更多下行空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180627073","content_text":"早盘，市场突然生变！最近，市场节奏变化，波动幅度突然加大。今天早盘，A股、港股全线杀跌，昨天上涨的金融、地产、消费等悉数回落。沪指持续杀跌，一度超过50点，创业板指一度跌超1.5%。分析人士认为，主要有三大原因。首先，重磅会议落幕之后，之前根据预期做短线交易的资金可能有一个撤退、兑现的动作；其次，今天早上亚太市场全线杀跌，MSCI亚太指数跌幅扩大至1%；第三，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。市场突变其实，最近可以明显感觉到市场的一些变化。一方面是A50走势极不稳定，昨天晚上该指数一度大跌；另一方面，国债收益率持续走低，不少资金已经转战这个确定性比较高的市场；再有就是，经过近两个月的持续拉升之后，A股市场的很多概念、题材都充分发酵，已经到了一个疲劳期。所以，会看到今天早盘，市场的一个充分的回调。A股三大指数均跌超1%，大金融、房地产、食品消费等方向跌幅居前，沪深北三市下跌个股超4300只。值得一提的是，最近两年，当资金炒到消费板块时，大多情形之下，都会出现回落，一如此前几年的钢铁板块。结构方面，近期颇受争议的基金重仓股再度杀跌，基金重仓指数跌幅一度接近2%，跌幅超过三大股指。外围方面，与中国资产相关的指数亦表现不佳。富时中国A50指数期货跌幅扩大至2%。MSCI中国A50互联互通指数期货跌1.7%。恒生科技指数跌幅扩大至2%，美团、京东健康跌4%。恒生指数跌1.7%，龙湖集团跌超5%，农夫山泉跌超4%。在东京上市的中证南方A500ETF亦杀跌超2%。在这个杀跌背后，其实有三大原因。一是外围市场近期的确存在一定问题，日经指数今天跌幅亦与A股相当，MSCI亚太指数跌幅扩大至1%；二是昨晚A50给出下跌指引之后，短期博弈政策预期的资金可能会有一个回撤动作，而且近期市场的确存在局部过热的情况；三是国债市场的持续火爆，可能也吸走了一部分资金。今天早盘，中国30年期国债“24特别国债06”收益率下行4.25bp报2.0%，创2002年4月5日以来新低。10年期国债收益率下破1.8%，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。信心是否还在？那么，短线的震荡是否会动摇信心呢？分析人士认为，从相对较长一段时间来看，资本市场依然值得期待。中银证券全球首席经济学家管涛表示，中央经济工作会议延续了9月底以来的政策思路，强调要实施更加积极有为的宏观政策。其中，实施更加积极的财政政策是加强超常规逆周期调节的重要看点。相信只要经济稳住、风险防住，我国资本市场的春天可期。华泰证券认为，中央经济工作会议所传递的宏观政策取向更为积极，在财政政策（扩赤字，增特别国债，扩大专项债使用范围等），货币政策（适度宽松，适时降准降息），地产和资本市场（稳住楼市股市），扩内需政策（实施提振消费专项行动，提高低收入人群收入和社会保障，加力扩围实施两新政策等），以及产业政策和扩大开放等方面均提出了政策部署。中信建投首席经济学家黄文涛表示，中央经济工作会议强调，明年要保持经济稳定增长，保持就业、物价总体稳定，财政货币定调提至多年来最有力水平，扩大内需提至首位表述，现代产业体系建设围绕新质生产力，经济体制改革有标志性举措，有序扩大自主和单边开放，稳住楼市股市，促进居民收入增长和经济增长同步。稳就业、稳物价将带来名义和实际增长共同企稳向好，财政更加积极、货币适度宽松，有利股债双牛，股指、估值和流动性企稳回升，债市利率有更多下行空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380369724776792,"gmtCreate":1733888988755,"gmtModify":1733889105828,"author":{"id":"4191378022314900","authorId":"4191378022314900","name":"吴百万万","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191378022314900","authorIdStr":"4191378022314900"},"themes":[],"htmlText":"<a 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这是在干啥？？","images":[{"img":"https://static.tigerbbs.com/ad07f00bc03dad5474767783e1b1a220","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/383091970286000","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161932824255432","authorId":"4161932824255432","name":"小岛大浪","avatar":"https://static.tigerbbs.com/18691f82bc0421a1c71019cf028d7514","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161932824255432","authorIdStr":"4161932824255432"},"content":"这怎么弄的啊，怎么最新价100？","text":"这怎么弄的啊，怎么最新价100？","html":"这怎么弄的啊，怎么最新价100？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":382885945753944,"gmtCreate":1734513368009,"gmtModify":1734513369476,"author":{"id":"4191378022314900","authorId":"4191378022314900","name":"吴百万万","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191378022314900","authorIdStr":"4191378022314900"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01318\">$毛戈平(01318)$</a> [开心]&nbsp;&nbsp;","text":"$毛戈平(01318)$ [开心]","images":[{"img":"https://static.tigerbbs.com/88e34056a5e626380e53e6546f9b89a4","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380025771073976","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":381065486340392,"gmtCreate":1734064657765,"gmtModify":1734064660466,"author":{"id":"4191378022314900","authorId":"4191378022314900","name":"吴百万万","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191378022314900","authorIdStr":"4191378022314900"},"themes":[],"htmlText":"经济学家这分析的 我爸也会","listText":"经济学家这分析的 我爸也会","text":"经济学家这分析的 我爸也会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381065486340392","repostId":"1180627073","repostType":4,"repost":{"id":"1180627073","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1734061052,"share":"https://www.laohu8.com/m/news/1180627073?lang=&edition=full","pubTime":"2024-12-13 11:37","market":"hk","language":"zh","title":"市场突变！港股、A股全线杀跌，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180627073","media":"券商中国","summary":"早盘，市场突然生变！最近，市场节奏变化，波动幅度突然加大。今天早盘，A股、港股全线杀跌，昨天上涨的金融、地产、消费等悉数回落。沪指持续杀跌，一度超过50点，创业板指一度跌超1.5%。市场突变其实，最近可以明显感觉到市场的一些变化。A股三大指数均跌超1%，大金融、房地产、食品消费等方向跌幅居前，沪深北三市下跌个股超4300只。结构方面，近期颇受争议的基金重仓股再度杀跌，基金重仓指数跌幅一度接近2%，跌幅超过三大股指。","content":"<html><head></head><body><p>早盘，市场突然生变！</p><p>最近，市场节奏变化，波动幅度突然加大。今天早盘，A股、港股全线杀跌，昨天上涨的金融、地产、消费等悉数回落。沪指持续杀跌，一度超过50点，创业板指一度跌超1.5%。</p><p><strong>分析人士认为，主要有三大原因。首先，重磅会议落幕之后，之前根据预期做短线交易的资金可能有一个撤退、兑现的动作；其次，今天早上亚太市场全线杀跌，MSCI亚太指数跌幅扩大至1%；第三，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</strong></p><p><strong>市场突变</strong></p><p>其实，最近可以明显感觉到市场的一些变化。一方面是A50走势极不稳定，昨天晚上该指数一度大跌；另一方面，国债收益率持续走低，不少资金已经转战这个确定性比较高的市场；再有就是，经过近两个月的持续拉升之后，A股市场的很多概念、题材都充分发酵，已经到了一个疲劳期。所以，会看到今天早盘，市场的一个充分的回调。</p><p>A股三大指数均跌超1%，大金融、房地产、食品消费等方向跌幅居前，沪深北三市下跌个股超4300只。值得一提的是，最近两年，当资金炒到消费板块时，大多情形之下，都会出现回落，一如此前几年的钢铁板块。结构方面，近期颇受争议的基金重仓股再度杀跌，基金重仓指数跌幅一度接近2%，跌幅超过三大股指。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1093658ac3baca90dae12f21d84c2846\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"302\"/></p><p>外围方面，与中国资产相关的指数亦表现不佳。富时中国A50指数期货跌幅扩大至2%。MSCI中国A50互联互通指数期货跌1.7%。恒生科技指数跌幅扩大至2%，美团、京东健康跌4%。恒生指数跌1.7%，龙湖集团跌超5%，农夫山泉跌超4%。在东京上市的中证南方A500ETF亦杀跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec2cb84f53568a7cb3cce62b1cd8490\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"414\"/></p><p>在这个杀跌背后，其实有三大原因。</p><p>一是外围市场近期的确存在一定问题，日经指数今天跌幅亦与A股相当，MSCI亚太指数跌幅扩大至1%；二是昨晚A50给出下跌指引之后，短期博弈政策预期的资金可能会有一个回撤动作，而且近期市场的确存在局部过热的情况；三是国债市场的持续火爆，可能也吸走了一部分资金。今天早盘，中国30年期国债“24特别国债06”收益率下行4.25bp报2.0%，创2002年4月5日以来新低。10年期国债收益率下破1.8%，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</p><p><strong>信心是否还在？</strong></p><p>那么，短线的震荡是否会动摇信心呢？分析人士认为，从相对较长一段时间来看，资本市场依然值得期待。</p><p>中银证券全球首席经济学家管涛表示，中央经济工作会议延续了9月底以来的政策思路，强调要实施更加积极有为的宏观政策。其中，实施更加积极的财政政策是加强超常规逆周期调节的重要看点。相信只要经济稳住、风险防住，我国资本市场的春天可期。</p><p>华泰证券认为，中央经济工作会议所传递的宏观政策取向更为积极，在财政政策（扩赤字，增特别国债，扩大专项债使用范围等），货币政策（适度宽松，适时降准降息），地产和资本市场（稳住楼市股市），扩内需政策（实施提振消费专项行动，提高低收入人群收入和社会保障，加力扩围实施两新政策等），以及产业政策和扩大开放等方面均提出了政策部署。</p><p>中信建投首席经济学家黄文涛表示，中央经济工作会议强调，明年要保持经济稳定增长，保持就业、物价总体稳定，财政货币定调提至多年来最有力水平，扩大内需提至首位表述，现代产业体系建设围绕新质生产力，经济体制改革有标志性举措，有序扩大自主和单边开放，稳住楼市股市，促进居民收入增长和经济增长同步。稳就业、稳物价将带来名义和实际增长共同企稳向好，财政更加积极、货币适度宽松，有利股债双牛，股指、估值和流动性企稳回升，债市利率有更多下行空间。</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\" />\n<title>市场突变！港股、A股全线杀跌，发生了什么？</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; 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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市场突变！港股、A股全线杀跌，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-12-13 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>早盘，市场突然生变！</p><p>最近，市场节奏变化，波动幅度突然加大。今天早盘，A股、港股全线杀跌，昨天上涨的金融、地产、消费等悉数回落。沪指持续杀跌，一度超过50点，创业板指一度跌超1.5%。</p><p><strong>分析人士认为，主要有三大原因。首先，重磅会议落幕之后，之前根据预期做短线交易的资金可能有一个撤退、兑现的动作；其次，今天早上亚太市场全线杀跌，MSCI亚太指数跌幅扩大至1%；第三，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</strong></p><p><strong>市场突变</strong></p><p>其实，最近可以明显感觉到市场的一些变化。一方面是A50走势极不稳定，昨天晚上该指数一度大跌；另一方面，国债收益率持续走低，不少资金已经转战这个确定性比较高的市场；再有就是，经过近两个月的持续拉升之后，A股市场的很多概念、题材都充分发酵，已经到了一个疲劳期。所以，会看到今天早盘，市场的一个充分的回调。</p><p>A股三大指数均跌超1%，大金融、房地产、食品消费等方向跌幅居前，沪深北三市下跌个股超4300只。值得一提的是，最近两年，当资金炒到消费板块时，大多情形之下，都会出现回落，一如此前几年的钢铁板块。结构方面，近期颇受争议的基金重仓股再度杀跌，基金重仓指数跌幅一度接近2%，跌幅超过三大股指。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1093658ac3baca90dae12f21d84c2846\" alt=\"\" title=\"\" tg-width=\"830\" tg-height=\"302\"/></p><p>外围方面，与中国资产相关的指数亦表现不佳。富时中国A50指数期货跌幅扩大至2%。MSCI中国A50互联互通指数期货跌1.7%。恒生科技指数跌幅扩大至2%，美团、京东健康跌4%。恒生指数跌1.7%，龙湖集团跌超5%，农夫山泉跌超4%。在东京上市的中证南方A500ETF亦杀跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aec2cb84f53568a7cb3cce62b1cd8490\" alt=\"\" title=\"\" tg-width=\"831\" tg-height=\"414\"/></p><p>在这个杀跌背后，其实有三大原因。</p><p>一是外围市场近期的确存在一定问题，日经指数今天跌幅亦与A股相当，MSCI亚太指数跌幅扩大至1%；二是昨晚A50给出下跌指引之后，短期博弈政策预期的资金可能会有一个回撤动作，而且近期市场的确存在局部过热的情况；三是国债市场的持续火爆，可能也吸走了一部分资金。今天早盘，中国30年期国债“24特别国债06”收益率下行4.25bp报2.0%，创2002年4月5日以来新低。10年期国债收益率下破1.8%，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。</p><p><strong>信心是否还在？</strong></p><p>那么，短线的震荡是否会动摇信心呢？分析人士认为，从相对较长一段时间来看，资本市场依然值得期待。</p><p>中银证券全球首席经济学家管涛表示，中央经济工作会议延续了9月底以来的政策思路，强调要实施更加积极有为的宏观政策。其中，实施更加积极的财政政策是加强超常规逆周期调节的重要看点。相信只要经济稳住、风险防住，我国资本市场的春天可期。</p><p>华泰证券认为，中央经济工作会议所传递的宏观政策取向更为积极，在财政政策（扩赤字，增特别国债，扩大专项债使用范围等），货币政策（适度宽松，适时降准降息），地产和资本市场（稳住楼市股市），扩内需政策（实施提振消费专项行动，提高低收入人群收入和社会保障，加力扩围实施两新政策等），以及产业政策和扩大开放等方面均提出了政策部署。</p><p>中信建投首席经济学家黄文涛表示，中央经济工作会议强调，明年要保持经济稳定增长，保持就业、物价总体稳定，财政货币定调提至多年来最有力水平，扩大内需提至首位表述，现代产业体系建设围绕新质生产力，经济体制改革有标志性举措，有序扩大自主和单边开放，稳住楼市股市，促进居民收入增长和经济增长同步。稳就业、稳物价将带来名义和实际增长共同企稳向好，财政更加积极、货币适度宽松，有利股债双牛，股指、估值和流动性企稳回升，债市利率有更多下行空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180627073","content_text":"早盘，市场突然生变！最近，市场节奏变化，波动幅度突然加大。今天早盘，A股、港股全线杀跌，昨天上涨的金融、地产、消费等悉数回落。沪指持续杀跌，一度超过50点，创业板指一度跌超1.5%。分析人士认为，主要有三大原因。首先，重磅会议落幕之后，之前根据预期做短线交易的资金可能有一个撤退、兑现的动作；其次，今天早上亚太市场全线杀跌，MSCI亚太指数跌幅扩大至1%；第三，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。市场突变其实，最近可以明显感觉到市场的一些变化。一方面是A50走势极不稳定，昨天晚上该指数一度大跌；另一方面，国债收益率持续走低，不少资金已经转战这个确定性比较高的市场；再有就是，经过近两个月的持续拉升之后，A股市场的很多概念、题材都充分发酵，已经到了一个疲劳期。所以，会看到今天早盘，市场的一个充分的回调。A股三大指数均跌超1%，大金融、房地产、食品消费等方向跌幅居前，沪深北三市下跌个股超4300只。值得一提的是，最近两年，当资金炒到消费板块时，大多情形之下，都会出现回落，一如此前几年的钢铁板块。结构方面，近期颇受争议的基金重仓股再度杀跌，基金重仓指数跌幅一度接近2%，跌幅超过三大股指。外围方面，与中国资产相关的指数亦表现不佳。富时中国A50指数期货跌幅扩大至2%。MSCI中国A50互联互通指数期货跌1.7%。恒生科技指数跌幅扩大至2%，美团、京东健康跌4%。恒生指数跌1.7%，龙湖集团跌超5%，农夫山泉跌超4%。在东京上市的中证南方A500ETF亦杀跌超2%。在这个杀跌背后，其实有三大原因。一是外围市场近期的确存在一定问题，日经指数今天跌幅亦与A股相当，MSCI亚太指数跌幅扩大至1%；二是昨晚A50给出下跌指引之后，短期博弈政策预期的资金可能会有一个回撤动作，而且近期市场的确存在局部过热的情况；三是国债市场的持续火爆，可能也吸走了一部分资金。今天早盘，中国30年期国债“24特别国债06”收益率下行4.25bp报2.0%，创2002年4月5日以来新低。10年期国债收益率下破1.8%，中美10年期国债负利差扩至逾250BP，续创2002年6月来最大。信心是否还在？那么，短线的震荡是否会动摇信心呢？分析人士认为，从相对较长一段时间来看，资本市场依然值得期待。中银证券全球首席经济学家管涛表示，中央经济工作会议延续了9月底以来的政策思路，强调要实施更加积极有为的宏观政策。其中，实施更加积极的财政政策是加强超常规逆周期调节的重要看点。相信只要经济稳住、风险防住，我国资本市场的春天可期。华泰证券认为，中央经济工作会议所传递的宏观政策取向更为积极，在财政政策（扩赤字，增特别国债，扩大专项债使用范围等），货币政策（适度宽松，适时降准降息），地产和资本市场（稳住楼市股市），扩内需政策（实施提振消费专项行动，提高低收入人群收入和社会保障，加力扩围实施两新政策等），以及产业政策和扩大开放等方面均提出了政策部署。中信建投首席经济学家黄文涛表示，中央经济工作会议强调，明年要保持经济稳定增长，保持就业、物价总体稳定，财政货币定调提至多年来最有力水平，扩大内需提至首位表述，现代产业体系建设围绕新质生产力，经济体制改革有标志性举措，有序扩大自主和单边开放，稳住楼市股市，促进居民收入增长和经济增长同步。稳就业、稳物价将带来名义和实际增长共同企稳向好，财政更加积极、货币适度宽松，有利股债双牛，股指、估值和流动性企稳回升，债市利率有更多下行空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380369724776792,"gmtCreate":1733888988755,"gmtModify":1733889105828,"author":{"id":"4191378022314900","authorId":"4191378022314900","name":"吴百万万","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191378022314900","authorIdStr":"4191378022314900"},"themes":[],"htmlText":"<a 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