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和时间赛跑zilong
10-25
$特斯拉(TSLA)$
在总统竞选的结果公布前,只要特朗普的胜选概率是高的,特斯拉就会继续向上,这就是市场预期,机会该抓住的不要放过
和时间赛跑zilong
10-14
本周财报没有特别感兴趣的,还是期待月底的财报
$礼来(LLY)$
$Meta Platforms, Inc.(META)$
,希望布局能有所收获
和时间赛跑zilong
10-12
要上车也在国内上A或者港股,不会在中概上车,美金还是用来买美国的股票。这次的中美金融战,希望能再抓到1-2次机会,今年就够了
和时间赛跑zilong
10-09
$恒生科技ETF(03032)$
继续看多,越跌越买
和时间赛跑zilong
10-09
$恒生中国企业(02828)$
国庆后的缩水很厉害啊
和时间赛跑zilong
10-07
$META 20241011 555.0 PUT$
赚得差不多,不差这几天,平仓
和时间赛跑zilong
10-04
这篇文章不错,转发给大家看看
实锤!外资大手笔增持,最新数据曝光!
和时间赛跑zilong
08-20
$紫金矿业(02899)$
早盘加仓了紫金矿业,原因很简单,美联储早晚要降息。虽然市场都猜是九月份,但我却觉得大概率选举后的11/12月份
和时间赛跑zilong
08-07
$LLY 20240830 900.0 CALL$
结束空单,休息
和时间赛跑zilong
08-02
$META 20240802 507.5 CALL$
卖空成功,太不容易咯,准备继续开空单
和时间赛跑zilong
08-01
$META 20240802 490.0 PUT$
继续平仓,不等了
和时间赛跑zilong
08-01
$META 20240802 495.0 PUT$
终于熬住了,前几天亏得嘞,蛮好蛮好
和时间赛跑zilong
07-18
$PANW 20240802 310.0 PUT$
平仓
和时间赛跑zilong
07-18
$PANW 20240802 300.0 PUT$
平仓
和时间赛跑zilong
07-18
$LLY 20240719 880.0 PUT$
明天到期
和时间赛跑zilong
07-09
$META 20240726 465.0 PUT$
不等了,已赚得差不多,平仓
和时间赛跑zilong
07-08
我依旧选择
$Meta Platforms(META)$
和
$微软(MSFT)$
,英伟达再便宜点会收
和时间赛跑zilong
07-08
$LLY 20240712 855.0 PUT$
准备等到期
和时间赛跑zilong
07-05
与老虎🐯证券共同成长,共同努力,作为多年来的资深老户,每个交易日在老虎,经常看看老虎腾挪的海外新闻,投资友们的文章,在等待过后的一次次交易,都是投资成长记录,祝愿可以共同陪伴下一个十周年!
和时间赛跑zilong
07-03
$MSFT 20240712 440.0 PUT$
还有一周,不等了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$ </a><v-v data-views=\"1\"></v-v> 继续看多,越跌越买","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$ </a><v-v data-views=\"1\"></v-v> 继续看多,越跌越买","text":"$恒生科技ETF(03032)$ 继续看多,越跌越买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358034528665912","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572942364613101","authorId":"3572942364613101","name":"股民Oscar","avatar":"https://static.tigerbbs.com/8190ab7632744deec2f533fcfa5f4afc","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3572942364613101","idStr":"3572942364613101"},"content":"继续看好港股后市?","text":"继续看好港股后市?","html":"继续看好港股后市?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358095443120264,"gmtCreate":1728444329223,"gmtModify":1728446107355,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"73452179038098","idStr":"73452179038098"},"themes":[],"htmlText":"<a 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赚得差不多,不差这几天,平仓","images":[{"img":"https://static.tigerbbs.com/5659c195d4fc01176fac62826c07644c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357614346932544","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356350930219424,"gmtCreate":1728003101375,"gmtModify":1728003103324,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"73452179038098","idStr":"73452179038098"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356350930219424","repostId":"1161239059","repostType":2,"repost":{"id":"1161239059","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":1727999853,"share":"https://www.laohu8.com/m/news/1161239059?lang=&edition=full","pubTime":"2024-10-04 07:57","market":"sh","language":"zh","title":"实锤!外资大手笔增持,最新数据曝光!","url":"https://stock-news.laohu8.com/highlight/detail?id=1161239059","media":"券商中国","summary":"最新数据证实,外资加速建仓中国资产!此外,10月2日晚间披露的数据显示,摩根大通9月26日增持17.71亿港元中国平安H股,9月25日增持招商银行H股8.95亿港元。此次增持后,摩根大通对香港交易所的最新持股数约为8142万股,持仓比例由5.93%上升至6.42%。根据香港联交所最新权益披露资料显示,摩根大通于9月27日以每股均价55.42港元增持约437.5万股青岛啤酒H股,涉资约2.42亿港元。","content":"<html><head></head><body><p>最新数据证实,外资加速建仓中国资产!</p><p>10月3日晚间,港交所最新披露的资料显示,摩根大通于9月27日分别买入中国太保H股2.67亿港元、比亚迪H股17.91亿港元、青岛啤酒H股2.42亿港元、香港交易所H股18.13亿港元。也就是意味着,一天时间内摩根大通耗资超41亿港元,扫货中国资产。</p><p>此外,10月2日晚间披露的数据显示,摩根大通9月26日增持17.71亿港元中国平安H股,9月25日增持招商银行H股8.95亿港元。</p><p>10月3日,汇丰将中国内地股票评级从中性上调至超配。花旗则上调了多家A股公司的评级,其将格力电器评级上调至买进,目标价64.50元;将老板电器评级上调至买进,目标价30.10元;将海信视像评级上调至中性,目标价23.90元。花旗还上调了阿里巴巴港股目标价,从115港元上调至135港元,并维持“买入”评级。德意志银行将小鹏汽车港股目标价从55港元上调至67港元。稍早之前,贝莱德也将中国股票的评级从中性上调至超配。</p><p>尽管港股当日出现了回调,恒生中国企业指数下跌了1.58%,但基金经理们表示,由于刺激措施,中国的前景已经发生了变化。新兴市场基金Skagen Kon-Tiki的投资组合经理弗Fredrik Bjelland表示,“反弹还有很长的路要走,中国的估值很有吸引力。此外,与历史相比,全球投资者的头寸很轻。”摩根士丹利的Laura Wang表示,随着中国政府可能宣布财政措施以提振已经宣布的刺激计划,中国股市可能会再上涨10%至15%。</p><p><strong>外资扫货中国资产</strong></p><p>越来越多的数据证实,在此轮A股及港股的上涨过程中,外资已经在真金白银的做多中国资产。</p><p>10月3日晚间,港交所披露的资料显示,摩根大通于9月27日增持约652万股比亚迪H股,平均成交价为274.5244港元,涉资约17.91亿港元,摩根大通对比亚迪H股的持仓比例由4.85%增加至5.45%。</p><p>香港交易所也获摩根大通大幅增持。港交所披露文件显示,9月27日,摩根大通以每股均价296.48港元增持约611.64万股香港交易所股份,涉资约18.13亿港元。此次增持后,摩根大通对香港交易所的最新持股数约为8142万股,持仓比例由5.93%上升至6.42%。</p><p>数据还显示,9月27日,摩根大通以每股均价26.25港元增持约1014万股中国太保H股,涉资约2.67亿港元。摩根大通对中国太保H股的持仓比例由6.98%增加至7.35%。</p><p>此外,青岛啤酒也获摩根大通增持。根据香港联交所最新权益披露资料显示,摩根大通于9月27日以每股均价55.42港元增持约437.5万股青岛啤酒H股,涉资约2.42亿港元。此次增持后,摩根大通对青岛啤酒H股的最新持仓比例由7.60%上升至8.27%。</p><p>中国平安也被摩根大通大幅增持。10月2日,香港联交所披露的资料显示,9月26日,摩根大通增持中国平安3986万股H股,每股均价为44.43港元,总金额约为17.71亿港元。此次增持后,摩根大通对中国平安H股的最新持股数量约为6.17亿股,最新持股比例为8.28%,而此外为7.74%。</p><p>摩根大通还增持了招商银行。10月2日,香港联交所数据显示,9月25日,摩根大通增持招商银行H股2484万股,每股均价为36.045港元,耗资约8.95亿港元。增持后,摩根大通对招商银行H股的最新持股数量约为3亿股,持股比例为6.52%。</p><p>据了解,摩根大通是美国最大的金融服务机构之一,其增减持行动,除了动用自营资金外,还有不少资金是为客户所做的操作,这些客户通常多数是外资。</p><p>摩根大通发布A股9月研报称,政治局会议出人意料呼吁有力的政策刺激A股强劲反弹,此轮反弹有三大推动:卖空比率下降、两融提升以及投资者的兴奋情绪。具体来看,截至9月30日,香港市场买空比率从9月16日的21.8%下降至10.2%;A股两融占总成交量的比例从9月20日的7.4%上升至9月27日的10.5%。</p><p>摩根大通认为,散户的兴奋情绪,新开户数量激增就是证明,全球基金对中国股市的敞口可能收窄。摩根大通还预测,9月23日至27日,A股ETF资金净流入为593亿元(约85亿美元)。摩根大通称,A股反弹的持续性在于财政政策的力度、宏观数据以及盈利修正。</p><p>有市场观察人士表示,早些时候离开中国股市转而投向日本和东南亚股市的一波资金,正在重新配置中国资产。法国巴黎银行表示,前三周从日本股市撤出的资金超过200亿美元,韩国、印度尼西亚、马来西亚和泰国的股票上周也录得净流出。</p><p>法国巴黎银行策略师在周三的一份报告中写道,“我们认为,一些外国投资者正在减持日本的超配,并将配置回中国。”需要明确的是,这种转变仍处于初始阶段。新加坡Atlantis Investment Management高级投资组合经理Eric Yee表示,“我们正在削减在亚洲其他地方的多头头寸,为在中国的购买提供资金。”</p><p><strong>多只股票评级被上调</strong></p><p>最新发布的研报显示,花旗将格力电器评级上调至买进,目标价64.50元;将老板电器评级上调至买进,目标价30.10元;将海信视像评级上调至中性,目标价23.90元。</p><p>此外,花旗将阿里巴巴港股目标价从115港元上调至135港元,并维持“买入”评级。花旗认为,随着中国政府出台的一系列货币及财政支持措施,有望改善财富效应,提振消费情绪,预期阿里巴巴将在“双十一”期间加强投资和市场推广,以促进旗下电商平台的GMV增长。</p><p>德意志银行则上调了小鹏汽车的目标价。德意志银行的研究分析师Bin Wang在一份报告中表示,小鹏汽车在今年剩余时间里有望保持强劲的销售表现。小鹏汽车9月份交付量同比增长39%,创下了自该公司成立以来最高的月度交付水平,受市场对Mona M03车型的强劲需求推动。Bin Wang估计,小鹏汽车将在10月、11月和12月分别交付11000辆、15000辆和20000辆Mona M03车型。这位分析师维持对该股的买进评级,并将该股目标价从55港元上调至67港元。</p><p>值得关注的是,汇丰日前将中国内地股票评级从中性上调至超配。汇丰策略师Alastair Pinder在日期为10月3日的报告中写道,由于估值仍然较低,投资者仓位较轻,加入这波涨势依然不晚。将中国内地股票评级从中性上调至超配。其估值模型显示,基于基本面,中国内地股票仍被低估了15%。报告补充称,相对于基准,投资者目前低配中国内地股票230个基点,暗示有资金流入的潜力。</p><p>在汇丰之前,贝莱德已将中国股票的评级从中性上调至超配。</p><p>贝莱德投资研究所表示,鉴于中国股票相对于发达市场股票的折价接近创纪录水平,且存在可能刺激投资者重新入市的催化剂,短期内仍有适度增持中国股票的空间。贝莱德首席中国经济学家宋宇认为,在央行等部门政策“礼包”的带动下,后续其他部门的支持力度和举措也值得期待,随着利好政策延续,有望看到持续向好的市场反馈。</p></body></html>","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实锤!外资大手笔增持,最新数据曝光!\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\">2024-10-04 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>最新数据证实,外资加速建仓中国资产!</p><p>10月3日晚间,港交所最新披露的资料显示,摩根大通于9月27日分别买入中国太保H股2.67亿港元、比亚迪H股17.91亿港元、青岛啤酒H股2.42亿港元、香港交易所H股18.13亿港元。也就是意味着,一天时间内摩根大通耗资超41亿港元,扫货中国资产。</p><p>此外,10月2日晚间披露的数据显示,摩根大通9月26日增持17.71亿港元中国平安H股,9月25日增持招商银行H股8.95亿港元。</p><p>10月3日,汇丰将中国内地股票评级从中性上调至超配。花旗则上调了多家A股公司的评级,其将格力电器评级上调至买进,目标价64.50元;将老板电器评级上调至买进,目标价30.10元;将海信视像评级上调至中性,目标价23.90元。花旗还上调了阿里巴巴港股目标价,从115港元上调至135港元,并维持“买入”评级。德意志银行将小鹏汽车港股目标价从55港元上调至67港元。稍早之前,贝莱德也将中国股票的评级从中性上调至超配。</p><p>尽管港股当日出现了回调,恒生中国企业指数下跌了1.58%,但基金经理们表示,由于刺激措施,中国的前景已经发生了变化。新兴市场基金Skagen Kon-Tiki的投资组合经理弗Fredrik Bjelland表示,“反弹还有很长的路要走,中国的估值很有吸引力。此外,与历史相比,全球投资者的头寸很轻。”摩根士丹利的Laura Wang表示,随着中国政府可能宣布财政措施以提振已经宣布的刺激计划,中国股市可能会再上涨10%至15%。</p><p><strong>外资扫货中国资产</strong></p><p>越来越多的数据证实,在此轮A股及港股的上涨过程中,外资已经在真金白银的做多中国资产。</p><p>10月3日晚间,港交所披露的资料显示,摩根大通于9月27日增持约652万股比亚迪H股,平均成交价为274.5244港元,涉资约17.91亿港元,摩根大通对比亚迪H股的持仓比例由4.85%增加至5.45%。</p><p>香港交易所也获摩根大通大幅增持。港交所披露文件显示,9月27日,摩根大通以每股均价296.48港元增持约611.64万股香港交易所股份,涉资约18.13亿港元。此次增持后,摩根大通对香港交易所的最新持股数约为8142万股,持仓比例由5.93%上升至6.42%。</p><p>数据还显示,9月27日,摩根大通以每股均价26.25港元增持约1014万股中国太保H股,涉资约2.67亿港元。摩根大通对中国太保H股的持仓比例由6.98%增加至7.35%。</p><p>此外,青岛啤酒也获摩根大通增持。根据香港联交所最新权益披露资料显示,摩根大通于9月27日以每股均价55.42港元增持约437.5万股青岛啤酒H股,涉资约2.42亿港元。此次增持后,摩根大通对青岛啤酒H股的最新持仓比例由7.60%上升至8.27%。</p><p>中国平安也被摩根大通大幅增持。10月2日,香港联交所披露的资料显示,9月26日,摩根大通增持中国平安3986万股H股,每股均价为44.43港元,总金额约为17.71亿港元。此次增持后,摩根大通对中国平安H股的最新持股数量约为6.17亿股,最新持股比例为8.28%,而此外为7.74%。</p><p>摩根大通还增持了招商银行。10月2日,香港联交所数据显示,9月25日,摩根大通增持招商银行H股2484万股,每股均价为36.045港元,耗资约8.95亿港元。增持后,摩根大通对招商银行H股的最新持股数量约为3亿股,持股比例为6.52%。</p><p>据了解,摩根大通是美国最大的金融服务机构之一,其增减持行动,除了动用自营资金外,还有不少资金是为客户所做的操作,这些客户通常多数是外资。</p><p>摩根大通发布A股9月研报称,政治局会议出人意料呼吁有力的政策刺激A股强劲反弹,此轮反弹有三大推动:卖空比率下降、两融提升以及投资者的兴奋情绪。具体来看,截至9月30日,香港市场买空比率从9月16日的21.8%下降至10.2%;A股两融占总成交量的比例从9月20日的7.4%上升至9月27日的10.5%。</p><p>摩根大通认为,散户的兴奋情绪,新开户数量激增就是证明,全球基金对中国股市的敞口可能收窄。摩根大通还预测,9月23日至27日,A股ETF资金净流入为593亿元(约85亿美元)。摩根大通称,A股反弹的持续性在于财政政策的力度、宏观数据以及盈利修正。</p><p>有市场观察人士表示,早些时候离开中国股市转而投向日本和东南亚股市的一波资金,正在重新配置中国资产。法国巴黎银行表示,前三周从日本股市撤出的资金超过200亿美元,韩国、印度尼西亚、马来西亚和泰国的股票上周也录得净流出。</p><p>法国巴黎银行策略师在周三的一份报告中写道,“我们认为,一些外国投资者正在减持日本的超配,并将配置回中国。”需要明确的是,这种转变仍处于初始阶段。新加坡Atlantis Investment Management高级投资组合经理Eric Yee表示,“我们正在削减在亚洲其他地方的多头头寸,为在中国的购买提供资金。”</p><p><strong>多只股票评级被上调</strong></p><p>最新发布的研报显示,花旗将格力电器评级上调至买进,目标价64.50元;将老板电器评级上调至买进,目标价30.10元;将海信视像评级上调至中性,目标价23.90元。</p><p>此外,花旗将阿里巴巴港股目标价从115港元上调至135港元,并维持“买入”评级。花旗认为,随着中国政府出台的一系列货币及财政支持措施,有望改善财富效应,提振消费情绪,预期阿里巴巴将在“双十一”期间加强投资和市场推广,以促进旗下电商平台的GMV增长。</p><p>德意志银行则上调了小鹏汽车的目标价。德意志银行的研究分析师Bin Wang在一份报告中表示,小鹏汽车在今年剩余时间里有望保持强劲的销售表现。小鹏汽车9月份交付量同比增长39%,创下了自该公司成立以来最高的月度交付水平,受市场对Mona M03车型的强劲需求推动。Bin Wang估计,小鹏汽车将在10月、11月和12月分别交付11000辆、15000辆和20000辆Mona M03车型。这位分析师维持对该股的买进评级,并将该股目标价从55港元上调至67港元。</p><p>值得关注的是,汇丰日前将中国内地股票评级从中性上调至超配。汇丰策略师Alastair Pinder在日期为10月3日的报告中写道,由于估值仍然较低,投资者仓位较轻,加入这波涨势依然不晚。将中国内地股票评级从中性上调至超配。其估值模型显示,基于基本面,中国内地股票仍被低估了15%。报告补充称,相对于基准,投资者目前低配中国内地股票230个基点,暗示有资金流入的潜力。</p><p>在汇丰之前,贝莱德已将中国股票的评级从中性上调至超配。</p><p>贝莱德投资研究所表示,鉴于中国股票相对于发达市场股票的折价接近创纪录水平,且存在可能刺激投资者重新入市的催化剂,短期内仍有适度增持中国股票的空间。贝莱德首席中国经济学家宋宇认为,在央行等部门政策“礼包”的带动下,后续其他部门的支持力度和举措也值得期待,随着利好政策延续,有望看到持续向好的市场反馈。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","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":"1161239059","content_text":"最新数据证实,外资加速建仓中国资产!10月3日晚间,港交所最新披露的资料显示,摩根大通于9月27日分别买入中国太保H股2.67亿港元、比亚迪H股17.91亿港元、青岛啤酒H股2.42亿港元、香港交易所H股18.13亿港元。也就是意味着,一天时间内摩根大通耗资超41亿港元,扫货中国资产。此外,10月2日晚间披露的数据显示,摩根大通9月26日增持17.71亿港元中国平安H股,9月25日增持招商银行H股8.95亿港元。10月3日,汇丰将中国内地股票评级从中性上调至超配。花旗则上调了多家A股公司的评级,其将格力电器评级上调至买进,目标价64.50元;将老板电器评级上调至买进,目标价30.10元;将海信视像评级上调至中性,目标价23.90元。花旗还上调了阿里巴巴港股目标价,从115港元上调至135港元,并维持“买入”评级。德意志银行将小鹏汽车港股目标价从55港元上调至67港元。稍早之前,贝莱德也将中国股票的评级从中性上调至超配。尽管港股当日出现了回调,恒生中国企业指数下跌了1.58%,但基金经理们表示,由于刺激措施,中国的前景已经发生了变化。新兴市场基金Skagen Kon-Tiki的投资组合经理弗Fredrik Bjelland表示,“反弹还有很长的路要走,中国的估值很有吸引力。此外,与历史相比,全球投资者的头寸很轻。”摩根士丹利的Laura Wang表示,随着中国政府可能宣布财政措施以提振已经宣布的刺激计划,中国股市可能会再上涨10%至15%。外资扫货中国资产越来越多的数据证实,在此轮A股及港股的上涨过程中,外资已经在真金白银的做多中国资产。10月3日晚间,港交所披露的资料显示,摩根大通于9月27日增持约652万股比亚迪H股,平均成交价为274.5244港元,涉资约17.91亿港元,摩根大通对比亚迪H股的持仓比例由4.85%增加至5.45%。香港交易所也获摩根大通大幅增持。港交所披露文件显示,9月27日,摩根大通以每股均价296.48港元增持约611.64万股香港交易所股份,涉资约18.13亿港元。此次增持后,摩根大通对香港交易所的最新持股数约为8142万股,持仓比例由5.93%上升至6.42%。数据还显示,9月27日,摩根大通以每股均价26.25港元增持约1014万股中国太保H股,涉资约2.67亿港元。摩根大通对中国太保H股的持仓比例由6.98%增加至7.35%。此外,青岛啤酒也获摩根大通增持。根据香港联交所最新权益披露资料显示,摩根大通于9月27日以每股均价55.42港元增持约437.5万股青岛啤酒H股,涉资约2.42亿港元。此次增持后,摩根大通对青岛啤酒H股的最新持仓比例由7.60%上升至8.27%。中国平安也被摩根大通大幅增持。10月2日,香港联交所披露的资料显示,9月26日,摩根大通增持中国平安3986万股H股,每股均价为44.43港元,总金额约为17.71亿港元。此次增持后,摩根大通对中国平安H股的最新持股数量约为6.17亿股,最新持股比例为8.28%,而此外为7.74%。摩根大通还增持了招商银行。10月2日,香港联交所数据显示,9月25日,摩根大通增持招商银行H股2484万股,每股均价为36.045港元,耗资约8.95亿港元。增持后,摩根大通对招商银行H股的最新持股数量约为3亿股,持股比例为6.52%。据了解,摩根大通是美国最大的金融服务机构之一,其增减持行动,除了动用自营资金外,还有不少资金是为客户所做的操作,这些客户通常多数是外资。摩根大通发布A股9月研报称,政治局会议出人意料呼吁有力的政策刺激A股强劲反弹,此轮反弹有三大推动:卖空比率下降、两融提升以及投资者的兴奋情绪。具体来看,截至9月30日,香港市场买空比率从9月16日的21.8%下降至10.2%;A股两融占总成交量的比例从9月20日的7.4%上升至9月27日的10.5%。摩根大通认为,散户的兴奋情绪,新开户数量激增就是证明,全球基金对中国股市的敞口可能收窄。摩根大通还预测,9月23日至27日,A股ETF资金净流入为593亿元(约85亿美元)。摩根大通称,A股反弹的持续性在于财政政策的力度、宏观数据以及盈利修正。有市场观察人士表示,早些时候离开中国股市转而投向日本和东南亚股市的一波资金,正在重新配置中国资产。法国巴黎银行表示,前三周从日本股市撤出的资金超过200亿美元,韩国、印度尼西亚、马来西亚和泰国的股票上周也录得净流出。法国巴黎银行策略师在周三的一份报告中写道,“我们认为,一些外国投资者正在减持日本的超配,并将配置回中国。”需要明确的是,这种转变仍处于初始阶段。新加坡Atlantis Investment Management高级投资组合经理Eric Yee表示,“我们正在削减在亚洲其他地方的多头头寸,为在中国的购买提供资金。”多只股票评级被上调最新发布的研报显示,花旗将格力电器评级上调至买进,目标价64.50元;将老板电器评级上调至买进,目标价30.10元;将海信视像评级上调至中性,目标价23.90元。此外,花旗将阿里巴巴港股目标价从115港元上调至135港元,并维持“买入”评级。花旗认为,随着中国政府出台的一系列货币及财政支持措施,有望改善财富效应,提振消费情绪,预期阿里巴巴将在“双十一”期间加强投资和市场推广,以促进旗下电商平台的GMV增长。德意志银行则上调了小鹏汽车的目标价。德意志银行的研究分析师Bin Wang在一份报告中表示,小鹏汽车在今年剩余时间里有望保持强劲的销售表现。小鹏汽车9月份交付量同比增长39%,创下了自该公司成立以来最高的月度交付水平,受市场对Mona M03车型的强劲需求推动。Bin Wang估计,小鹏汽车将在10月、11月和12月分别交付11000辆、15000辆和20000辆Mona M03车型。这位分析师维持对该股的买进评级,并将该股目标价从55港元上调至67港元。值得关注的是,汇丰日前将中国内地股票评级从中性上调至超配。汇丰策略师Alastair Pinder在日期为10月3日的报告中写道,由于估值仍然较低,投资者仓位较轻,加入这波涨势依然不晚。将中国内地股票评级从中性上调至超配。其估值模型显示,基于基本面,中国内地股票仍被低估了15%。报告补充称,相对于基准,投资者目前低配中国内地股票230个基点,暗示有资金流入的潜力。在汇丰之前,贝莱德已将中国股票的评级从中性上调至超配。贝莱德投资研究所表示,鉴于中国股票相对于发达市场股票的折价接近创纪录水平,且存在可能刺激投资者重新入市的催化剂,短期内仍有适度增持中国股票的空间。贝莱德首席中国经济学家宋宇认为,在央行等部门政策“礼包”的带动下,后续其他部门的支持力度和举措也值得期待,随着利好政策延续,有望看到持续向好的市场反馈。","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340354624565280,"gmtCreate":1724124675298,"gmtModify":1724124760351,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"73452179038098","idStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$</a> 早盘加仓了紫金矿业,原因很简单,美联储早晚要降息。虽然市场都猜是九月份,但我却觉得大概率选举后的11/12月份","listText":"<a 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《跳着踢踏舞去上班》:本书作者是《财富》杂志的资深记者,跟踪报道巴菲特多年,是伯克希尔早期投资者,老公是资深投资家……每年巴菲特致股东的信都是由老巴执笔和卡罗尔编辑完成。相信看完这段介绍就会发觉本书的趣味性、真实性将会非同凡响了吧。本书主要以时间脉络、通过《财富杂志》的不同时段报道,讲述着巴菲特如何践行着他所倡导的那些如护城河、挑选公司、市场先生、长期投资、不愿拆股、投资失败、长期投资、风险控制与危机处理……太多内容和感悟在每段划线中不一一例举,却可以如扣题般地清楚知道,巴菲特对数字的敏感度超越常人、对事件和问题的把控能力随着经历的提升不断升级、对自我能力认知和资源分配有很高的眼界和格局。一路泥泞坎坷的投资路,没有跳着踢踏舞的心情很难坚持下去,只看到老巴的伯克希尔净值N倍,却忽视投资亏损N倍、投错公司投错人,这些近距离的描述才构成了完整的“大神”也是常人。 2.《3G资本帝国》:看了今年书单里巴菲特的《跳着踢踏舞去上班》时,阅读到邱国鹭的推荐序而记录下来。本书以巴西的哈佛高材生雷曼为最初创始人,经过一段金融机构的工作经验,定义出想找一群怎样的合伙人,一起努力拼搏让梦想更大。最终形成了以雷曼、马赛尔和贝托的三剑客资本帝国,3G就是三位大佬源自加兰蒂亚投资银行起步,通过不断寻找PSDs(聪明、出身贫寒、有强烈致富愿望的年轻人)人才来共同扩大业务增长和业务范围。公司强调沟通简单化和业绩提成为激励模式,无论是办公室座位、变动奖金为主的非论资历赚钱外,还有每年要更新换代的激烈竞争环境,随时走出舒适区地拼杀。 本来以为是本金融投资","listText":"<a href=\"https://laohu8.com/TW/812639139\" target=\"_blank\">秋天正是读书天,老虎读书节正在进行中!</a> 今年的书单里,截止到八月底读完21本,为了切合投资主题,从中选出如下几本分享如下: 1. 《跳着踢踏舞去上班》:本书作者是《财富》杂志的资深记者,跟踪报道巴菲特多年,是伯克希尔早期投资者,老公是资深投资家……每年巴菲特致股东的信都是由老巴执笔和卡罗尔编辑完成。相信看完这段介绍就会发觉本书的趣味性、真实性将会非同凡响了吧。本书主要以时间脉络、通过《财富杂志》的不同时段报道,讲述着巴菲特如何践行着他所倡导的那些如护城河、挑选公司、市场先生、长期投资、不愿拆股、投资失败、长期投资、风险控制与危机处理……太多内容和感悟在每段划线中不一一例举,却可以如扣题般地清楚知道,巴菲特对数字的敏感度超越常人、对事件和问题的把控能力随着经历的提升不断升级、对自我能力认知和资源分配有很高的眼界和格局。一路泥泞坎坷的投资路,没有跳着踢踏舞的心情很难坚持下去,只看到老巴的伯克希尔净值N倍,却忽视投资亏损N倍、投错公司投错人,这些近距离的描述才构成了完整的“大神”也是常人。 2.《3G资本帝国》:看了今年书单里巴菲特的《跳着踢踏舞去上班》时,阅读到邱国鹭的推荐序而记录下来。本书以巴西的哈佛高材生雷曼为最初创始人,经过一段金融机构的工作经验,定义出想找一群怎样的合伙人,一起努力拼搏让梦想更大。最终形成了以雷曼、马赛尔和贝托的三剑客资本帝国,3G就是三位大佬源自加兰蒂亚投资银行起步,通过不断寻找PSDs(聪明、出身贫寒、有强烈致富愿望的年轻人)人才来共同扩大业务增长和业务范围。公司强调沟通简单化和业绩提成为激励模式,无论是办公室座位、变动奖金为主的非论资历赚钱外,还有每年要更新换代的激烈竞争环境,随时走出舒适区地拼杀。 本来以为是本金融投资","text":"秋天正是读书天,老虎读书节正在进行中! 今年的书单里,截止到八月底读完21本,为了切合投资主题,从中选出如下几本分享如下: 1. 《跳着踢踏舞去上班》:本书作者是《财富》杂志的资深记者,跟踪报道巴菲特多年,是伯克希尔早期投资者,老公是资深投资家……每年巴菲特致股东的信都是由老巴执笔和卡罗尔编辑完成。相信看完这段介绍就会发觉本书的趣味性、真实性将会非同凡响了吧。本书主要以时间脉络、通过《财富杂志》的不同时段报道,讲述着巴菲特如何践行着他所倡导的那些如护城河、挑选公司、市场先生、长期投资、不愿拆股、投资失败、长期投资、风险控制与危机处理……太多内容和感悟在每段划线中不一一例举,却可以如扣题般地清楚知道,巴菲特对数字的敏感度超越常人、对事件和问题的把控能力随着经历的提升不断升级、对自我能力认知和资源分配有很高的眼界和格局。一路泥泞坎坷的投资路,没有跳着踢踏舞的心情很难坚持下去,只看到老巴的伯克希尔净值N倍,却忽视投资亏损N倍、投错公司投错人,这些近距离的描述才构成了完整的“大神”也是常人。 2.《3G资本帝国》:看了今年书单里巴菲特的《跳着踢踏舞去上班》时,阅读到邱国鹭的推荐序而记录下来。本书以巴西的哈佛高材生雷曼为最初创始人,经过一段金融机构的工作经验,定义出想找一群怎样的合伙人,一起努力拼搏让梦想更大。最终形成了以雷曼、马赛尔和贝托的三剑客资本帝国,3G就是三位大佬源自加兰蒂亚投资银行起步,通过不断寻找PSDs(聪明、出身贫寒、有强烈致富愿望的年轻人)人才来共同扩大业务增长和业务范围。公司强调沟通简单化和业绩提成为激励模式,无论是办公室座位、变动奖金为主的非论资历赚钱外,还有每年要更新换代的激烈竞争环境,随时走出舒适区地拼杀。 本来以为是本金融投资","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":134,"commentSize":69,"repostSize":10,"link":"https://laohu8.com/post/814990215","isVote":1,"tweetType":1,"viewCount":15445,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274628293504","authorId":"3479274628293504","name":"孙立冉","avatar":"https://static.tigerbbs.com/1d5adf454a12436f689bf03957e56db7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274628293504","authorIdStr":"3479274628293504"},"content":"读书心得体会,总结的真好,期待下次的分享!","text":"读书心得体会,总结的真好,期待下次的分享!","html":"读书心得体会,总结的真好,期待下次的分享!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281787688186008,"gmtCreate":1709824328283,"gmtModify":1710210121899,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!","text":"$英伟达(NVDA)$ 这次买入的目标价格是年底达到700-800,今天终于突破八字头进入九百大关,也许很快就会突破1000。但我有点怕了,拿不住咯,记录一下翻倍,再观察吧!","images":[{"img":"https://static.tigerbbs.com/c7a0ae7a7cddcec17198bd7510080463","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/281787688186008","isVote":1,"tweetType":1,"viewCount":5593,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584392559633232","authorId":"3584392559633232","name":"狩兽","avatar":"https://static.tigerbbs.com/ce1d06c2a299e2d4b19418ba2fe13fb6","crmLevel":2,"crmLevelSwitch":1,"idStr":"3584392559633232","authorIdStr":"3584392559633232"},"content":"牛逼,啥时候买的,买了几股,期权买了吗","text":"牛逼,啥时候买的,买了几股,期权买了吗","html":"牛逼,啥时候买的,买了几股,期权买了吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":284259618050184,"gmtCreate":1710430096408,"gmtModify":1710430120212,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/META 20240328 460.0 PUT\">$META 20240328 460.0 PUT$</a> 还有两周,剩余20%的权利金不要了","listText":"<a href=\"https://laohu8.com/OPT/META 20240328 460.0 PUT\">$META 20240328 460.0 PUT$</a> 还有两周,剩余20%的权利金不要了","text":"$META 20240328 460.0 PUT$ 还有两周,剩余20%的权利金不要了","images":[{"img":"https://static.tigerbbs.com/012b64c73715f9e7ad937305d7ddadaf","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284259618050184","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":294182755254488,"gmtCreate":1712845129505,"gmtModify":1712929802412,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240412 835.0 PUT\">$NVDA 20240412 835.0 PUT$</a> 还好不怕继续持有,看来吃到明天没问题","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240412 835.0 PUT\">$NVDA 20240412 835.0 PUT$</a> 还好不怕继续持有,看来吃到明天没问题","text":"$NVDA 20240412 835.0 PUT$ 还好不怕继续持有,看来吃到明天没问题","images":[{"img":"https://static.tigerbbs.com/677a3879972e3da49297889c52f6cf04","width":"1086","height":"1713"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/294182755254488","isVote":1,"tweetType":1,"viewCount":10460,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572942364613101","authorId":"3572942364613101","name":"股民Oscar","avatar":"https://static.tigerbbs.com/8190ab7632744deec2f533fcfa5f4afc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3572942364613101","authorIdStr":"3572942364613101"},"content":"牛啊,这是持有一周还是两周?","text":"牛啊,这是持有一周还是两周?","html":"牛啊,这是持有一周还是两周?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":325789099749520,"gmtCreate":1720539933109,"gmtModify":1720541362818,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/META 20240726 465.0 PUT\">$META 20240726 465.0 PUT$</a> 不等了,已赚得差不多,平仓","listText":"<a href=\"https://laohu8.com/OPT/META 20240726 465.0 PUT\">$META 20240726 465.0 PUT$</a> 不等了,已赚得差不多,平仓","text":"$META 20240726 465.0 PUT$ 不等了,已赚得差不多,平仓","images":[{"img":"https://static.tigerbbs.com/406100628d022e8051a5a58343d351d8","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/325789099749520","isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572942364613101","authorId":"3572942364613101","name":"股民Oscar","avatar":"https://static.tigerbbs.com/8190ab7632744deec2f533fcfa5f4afc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3572942364613101","authorIdStr":"3572942364613101"},"content":"可以问问这个齐全的周期是做多久的?","text":"可以问问这个齐全的周期是做多久的?","html":"可以问问这个齐全的周期是做多久的?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":615498928,"gmtCreate":1653054225964,"gmtModify":1653056164966,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"别扯什么男人犯错,这错误就不该是男人该犯的,希望留言的男性朋友们这点底线认知还是要有的,最终25万美金封口费达成一致。但是,2018年的事情拿到现在翻出来,觉得这才是阴谋和阴损的复合体,看来民主党对马斯克最近做了些事情表示不满意,开始搞事情","listText":"别扯什么男人犯错,这错误就不该是男人该犯的,希望留言的男性朋友们这点底线认知还是要有的,最终25万美金封口费达成一致。但是,2018年的事情拿到现在翻出来,觉得这才是阴谋和阴损的复合体,看来民主党对马斯克最近做了些事情表示不满意,开始搞事情","text":"别扯什么男人犯错,这错误就不该是男人该犯的,希望留言的男性朋友们这点底线认知还是要有的,最终25万美金封口费达成一致。但是,2018年的事情拿到现在翻出来,觉得这才是阴谋和阴损的复合体,看来民主党对马斯克最近做了些事情表示不满意,开始搞事情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/615498928","repostId":"1103096334","repostType":4,"repost":{"id":"1103096334","pubTimestamp":1653032500,"share":"https://www.laohu8.com/m/news/1103096334?lang=&edition=full","pubTime":"2022-05-20 15:41","market":"us","language":"zh","title":"被曝性骚扰空姐,还支付25万美元封口费?马斯克怒了","url":"https://stock-news.laohu8.com/highlight/detail?id=1103096334","media":"每日经济新闻","summary":"马斯克在其个人推特称“应该从政治角度看待针对我的攻击”。","content":"<div>\n<p>据上游新闻报道,近日,美国媒体报道称埃隆·马斯克涉及一桩旧日丑闻,2018年,马斯克通过旗下美国太空探索技术公司向一名空姐支付了25万美元(约合170万元人民币)封口费,以了结对马斯克的不当性行为指控。据报道,这名空姐是按照合同为SpaceX公务机机队工作的空乘人员。根据采访以及获取的文件显示,她指控马斯克向她暴露私处,在未经同意的情况下抚摸她的腿,并提出给她买一匹马以换取色情按摩。空姐曝光马斯克...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>被曝性骚扰空姐,还支付25万美元封口费?马斯克怒了</title>\n<style 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href=\"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103096334","content_text":"据上游新闻报道,近日,美国媒体报道称埃隆·马斯克涉及一桩旧日丑闻,2018年,马斯克通过旗下美国太空探索技术公司向一名空姐支付了25万美元(约合170万元人民币)封口费,以了结对马斯克的不当性行为指控。据报道,这名空姐是按照合同为SpaceX公务机机队工作的空乘人员。根据采访以及获取的文件显示,她指控马斯克向她暴露私处,在未经同意的情况下抚摸她的腿,并提出给她买一匹马以换取色情按摩。空姐曝光马斯克性丑闻称封口费25万美元据报道,这起事件发生在2016年,该乘务员的一位朋友签署了一份声明准备支持她的指控。这篇报道的细节来自这份声明以及其他文件。根据这一声明,这位空姐向其朋友透露,在接受空姐工作后,她被鼓励去申请按摩师执照,这样她就可以给马斯克按摩了。她告诉这位朋友,在马斯克的湾流G650ER私人飞机的一间私人舱里为他做按摩时,马斯克向她提出了性要求。2018年,这位空姐聘请了一名加州就业律师,并向该公司的人力资源部门发送了一份投诉,详细描述了这一事件。她的投诉在一名调解员的调停会议后迅速得到解决,马斯克亲自参加了这场会议。此事从未进入法院或仲裁程序。2018年11月,马斯克、SpaceX和这名空姐达成了一项离职协议,向空服人员支付25万美元。作为交换,该空姐承诺不会起诉马斯克。对于美国媒体的旧事重提,马斯克近日发邮件回应称,他需要更多时间来回复这个指控,并表示“这个故事还有很多内容”“如果我有性骚扰的倾向,这也不太可能是我30年职业生涯中第一次被曝光”。马斯克在其个人推特称“应该从政治角度看待针对我的攻击”,他还将另一条推特置顶——“过去我投票给民主党,因为他们大多数时候是善良的政党,但是他们已经变成了分裂和仇恨的政党,所以我不能再支持他们,我将投票给共和党。现在,看他们针对我的肮脏伎俩展开...\"截图来源:马斯克推特特斯拉被移出标普500ESG指数马斯克称ESG是一场骗局最近的马斯克貌似不太如意,据澎湃新闻援引路透社5月18日报道,特斯拉被标准普尔道琼斯指数公司从标普500 ESG指数中移除。理由是目前特斯拉正受到的种族歧视指控,以及正在接受监管机构对其自动驾驶相关车祸的调查。对此,特斯拉CEO埃隆·马斯克连发多条推特反击,直呼ESG是一个骗局,并称标准普尔全球评级没有职业操守。在推文中,马斯克引用了一张讽刺ESG是对左翼分子的迎合,并表示,“特斯拉对环境的贡献远超其他公司。”图片来源:视觉中国-VCG111307816275在另一条推文中,他写道,“埃克森(埃克森美孚,全球石油天然气巨头)位列环境、社会和公司治理(ESG)全球十佳,然而特斯拉压根不在名单上!ESG是一场骗局。它已成为虚假的社会正义战士的武器。”这是近一个月马斯克第二次炮轰ESG,4月初,因为一些石油公司的ESG评级高过特斯拉,马斯克抨击ESG评级虚假且毫无意义。紧接着,特斯拉的一位董事会成员对马斯克上述言论进行澄清时说到,特斯拉并不是在谴责ESG投资,而是敦促ESG评级可以公平地评估企业的积极影响和消极影响,目前的评级往往侧重于减少消极影响,而忽视了积极影响。官网显示,标普500 ESG于2019年推出。标普500 ESG指数选股考虑了标普道琼斯指数ESG评分、市值因素等,标普500 ESG指数的目标是广泛覆盖标普500指数中的各类公司,保持相近的回报水平,同时提供更好的ESG特征。特斯拉股价较最高点跌超40%“最牛散户”呼吁回购股票当地时间5月19日,特斯拉股价盘前再度跌破700美元关口,截至当日收盘,特斯拉股价微跌0.05%,报709.42美元/股。特斯拉目前股价距离去年11月的历史高点1243.49美元/股下跌幅度已经超过40%。据证券时报报道,特斯拉股价持续下跌,被称为特斯拉“最牛散户”的亿万富翁Leo Koguan(廖凯原)周四在社交媒体上呼吁,鉴于公司股价持续下跌,特斯拉应立即宣布回购150亿美元(约合1000亿人民币)股票的计划。Leo Koguan(廖凯原)在给特斯拉投资者关系高级总监的Martin Viecha的一条推文中称,特斯拉应立即宣布,计划今年回购50亿美元股票,明年回购100亿美元股票。截图来源:推特廖凯原还表示,特斯拉应使用其自由现金流为回购投入资金,从而避免动用公司现有的180亿美元现金储备。今年以来,特斯拉股价下跌了30%以上。除了影响美股市场的宏观因素外,特斯拉股价急跌和CEO埃隆·马斯克收购推特公司的计划不无关系。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913115170,"gmtCreate":1577374318290,"gmtModify":1704335671160,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HL\">$赫克拉矿业(HL)$</a>涨得太凶,补仓的速度更不上涨势。本来是为明年准备的,今年指数上涨也不见黄金跌下去,看来市场恐慌情绪还是比较严重的","listText":"<a href=\"https://laohu8.com/S/HL\">$赫克拉矿业(HL)$</a>涨得太凶,补仓的速度更不上涨势。本来是为明年准备的,今年指数上涨也不见黄金跌下去,看来市场恐慌情绪还是比较严重的","text":"$赫克拉矿业(HL)$涨得太凶,补仓的速度更不上涨势。本来是为明年准备的,今年指数上涨也不见黄金跌下去,看来市场恐慌情绪还是比较严重的","images":[{"img":"https://static.tigerbbs.com/ee7c52a1ea4ee45e094969b95345c118","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/913115170","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536185754032599","authorId":"3536185754032599","name":"T0000023197","avatar":"https://static.tigerbbs.com/6eac8fd4fe2fe6fab5e22c391358542b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3536185754032599","authorIdStr":"3536185754032599"},"content":"我本想回调时再加仓的,眼下也不给合适的机会","text":"我本想回调时再加仓的,眼下也不给合适的机会","html":"我本想回调时再加仓的,眼下也不给合适的机会"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":669163261,"gmtCreate":1662158618353,"gmtModify":1662169843863,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"英美鼓吹的自由市场经济,西方经济学原理的体系就是个笑话了。没有影响自身利益就自由市场,影响到了就霸权搞限价围攻。同意限价,但降低供应,最终导致市场供给短缺,用西经的供需矛盾搞……欧洲这帮政客真是,自从默克尔退休不续任,就各自为政地无脑跟美国,根本不把底层民众的基本能源需求保证放在眼里,穷国更加是他们保住位置的牺牲品。","listText":"英美鼓吹的自由市场经济,西方经济学原理的体系就是个笑话了。没有影响自身利益就自由市场,影响到了就霸权搞限价围攻。同意限价,但降低供应,最终导致市场供给短缺,用西经的供需矛盾搞……欧洲这帮政客真是,自从默克尔退休不续任,就各自为政地无脑跟美国,根本不把底层民众的基本能源需求保证放在眼里,穷国更加是他们保住位置的牺牲品。","text":"英美鼓吹的自由市场经济,西方经济学原理的体系就是个笑话了。没有影响自身利益就自由市场,影响到了就霸权搞限价围攻。同意限价,但降低供应,最终导致市场供给短缺,用西经的供需矛盾搞……欧洲这帮政客真是,自从默克尔退休不续任,就各自为政地无脑跟美国,根本不把底层民众的基本能源需求保证放在眼里,穷国更加是他们保住位置的牺牲品。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/669163261","repostId":"1164330592","repostType":4,"repost":{"id":"1164330592","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662128697,"share":"https://www.laohu8.com/m/news/1164330592?lang=&edition=full","pubTime":"2022-09-02 22:24","market":"fut","language":"zh","title":"老虎点评:G7对俄罗斯原油限价,世界会进入什么状态?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164330592","media":"老虎锐评","summary":"全球化的今天,任何一个制裁都是双刃剑。","content":"<html><head></head><body><p>9月2日,<b>七国集团就对俄罗斯石油设定价格上限达成一致。</b></p><p>首先需要说明,G7国家中有3个国家已经限制了俄罗斯原油进口,分别是美国、英国和加拿大。所以这个“限价协议”主要需要4个国家支持,分别是日本、德国、法国和意大利。但这个“限价协议”的最终目标不是这7个国家,而是希望用G7达成的协议,去约束全世界所有国家遵守,从而形成一个买方联盟。G7的限价协议达成以后,德国法国会在欧盟内部施加压力,要求欧盟成员国遵守;美国目前在努力游说印度,希望印度也加入。</p><p>这个限价协议的背景就不用过多介绍了。战争打了半年,俄罗斯的经济非但没有崩盘,反倒是欧洲的经济越来越危险,美国的通胀也居高不下。最近,又有新闻称著名对冲基金重新开始做空欧洲。全球化的今天,任何一个制裁都是双刃剑,很难说对敌人的伤害会大于对自己的伤害,对俄罗斯的制裁和对中国的贸易战,都是同样的道理。所以美国想来想去,想到了限价这个办法,希望一方面缓解自己的通胀问题(低价买石油),一方面又让俄罗斯的经济遭受损失。</p><p>一个很关键的技术性问题,这个限价怎么执行?</p><p>自由市场经济你卖我买都是自愿行为,怎么去执行这个限价呢?美国想到了保险。全世界有一个很大的航运保险互助组织,叫做International Group of P&I Clubs,总部在伦敦。根据这个网站的信息,全世界95%的油轮都在这个互助组织里面。</p><p>一艘货轮除了普通的商业航运保险之外,剩下的保险都被这个组织所包含。因为商业航运保险,不会愿意承保诸如“战争”“原油泄漏”这类的经济损失,所以这个组织就会给这类经济损失提供保险。这个组织是个非盈利性组织,每艘船要想加入就需要交“份子钱”,而承保费用就来自于大家的“份子钱”。如果某一艘船有一些离谱的行为,导致损失过大,那么会被这个组织踢出去。</p><p>美国从这个保险组织下手,如果油轮里面的原油不符合限价,那么保险组织就不会对这个油轮承保,一旦发生“原油泄漏”那么船主只能自己赔。这么做,就会逼迫油轮不敢接受不遵守限价的俄罗斯原油,即使买家和卖家都达成了协议,但是也会找不到油轮去运输。不得不感叹,全世界的所有组织都在美国的控制之下,给美国提供了无数的工具可以打击对手。</p><p>这么做究竟能不能把俄罗斯的原油价格逼下来,关键在于俄罗斯愿不愿意鱼死网破。你不让油轮运我的原油,那我也可以不卖给你。目前俄罗斯的原油出口要靠管道和航运。管道主要是通向欧洲和中国,如果欧洲断了,那么陆地管道只有向东边的中国运输。印度的进口需要海运,受影响可能会最大。</p><p>有一个问题需要解释一下,如果俄罗斯的原油全被禁止,那么世界会进入什么状态?因为俄罗斯原油产量世界第二,仅次于美国,所以一旦封杀掉俄罗斯的原油,那么世界原油供给量会严重不匹配需求。世界上的富裕国家就会相互竞标把油价炒高,炒高价格的作用是把穷国家的需求给剥夺(让他们买不起原油,减少它们的需求),最后的结果就是富裕国家用昂贵的原油,而穷国家因为没有原油陷入瘫痪。</p><p>如果认为美国的策略会起作用,那么原油价格可能会下滑;但如果认为俄罗斯敢鱼死网破,那么全球原油供给大幅下降,价格可能重回$120甚至更高——你认为哪种可能性大呢?</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>老虎点评:G7对俄罗斯原油限价,世界会进入什么状态?</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; 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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老虎点评:G7对俄罗斯原油限价,世界会进入什么状态?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2022-09-02 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月2日,<b>七国集团就对俄罗斯石油设定价格上限达成一致。</b></p><p>首先需要说明,G7国家中有3个国家已经限制了俄罗斯原油进口,分别是美国、英国和加拿大。所以这个“限价协议”主要需要4个国家支持,分别是日本、德国、法国和意大利。但这个“限价协议”的最终目标不是这7个国家,而是希望用G7达成的协议,去约束全世界所有国家遵守,从而形成一个买方联盟。G7的限价协议达成以后,德国法国会在欧盟内部施加压力,要求欧盟成员国遵守;美国目前在努力游说印度,希望印度也加入。</p><p>这个限价协议的背景就不用过多介绍了。战争打了半年,俄罗斯的经济非但没有崩盘,反倒是欧洲的经济越来越危险,美国的通胀也居高不下。最近,又有新闻称著名对冲基金重新开始做空欧洲。全球化的今天,任何一个制裁都是双刃剑,很难说对敌人的伤害会大于对自己的伤害,对俄罗斯的制裁和对中国的贸易战,都是同样的道理。所以美国想来想去,想到了限价这个办法,希望一方面缓解自己的通胀问题(低价买石油),一方面又让俄罗斯的经济遭受损失。</p><p>一个很关键的技术性问题,这个限价怎么执行?</p><p>自由市场经济你卖我买都是自愿行为,怎么去执行这个限价呢?美国想到了保险。全世界有一个很大的航运保险互助组织,叫做International Group of P&I Clubs,总部在伦敦。根据这个网站的信息,全世界95%的油轮都在这个互助组织里面。</p><p>一艘货轮除了普通的商业航运保险之外,剩下的保险都被这个组织所包含。因为商业航运保险,不会愿意承保诸如“战争”“原油泄漏”这类的经济损失,所以这个组织就会给这类经济损失提供保险。这个组织是个非盈利性组织,每艘船要想加入就需要交“份子钱”,而承保费用就来自于大家的“份子钱”。如果某一艘船有一些离谱的行为,导致损失过大,那么会被这个组织踢出去。</p><p>美国从这个保险组织下手,如果油轮里面的原油不符合限价,那么保险组织就不会对这个油轮承保,一旦发生“原油泄漏”那么船主只能自己赔。这么做,就会逼迫油轮不敢接受不遵守限价的俄罗斯原油,即使买家和卖家都达成了协议,但是也会找不到油轮去运输。不得不感叹,全世界的所有组织都在美国的控制之下,给美国提供了无数的工具可以打击对手。</p><p>这么做究竟能不能把俄罗斯的原油价格逼下来,关键在于俄罗斯愿不愿意鱼死网破。你不让油轮运我的原油,那我也可以不卖给你。目前俄罗斯的原油出口要靠管道和航运。管道主要是通向欧洲和中国,如果欧洲断了,那么陆地管道只有向东边的中国运输。印度的进口需要海运,受影响可能会最大。</p><p>有一个问题需要解释一下,如果俄罗斯的原油全被禁止,那么世界会进入什么状态?因为俄罗斯原油产量世界第二,仅次于美国,所以一旦封杀掉俄罗斯的原油,那么世界原油供给量会严重不匹配需求。世界上的富裕国家就会相互竞标把油价炒高,炒高价格的作用是把穷国家的需求给剥夺(让他们买不起原油,减少它们的需求),最后的结果就是富裕国家用昂贵的原油,而穷国家因为没有原油陷入瘫痪。</p><p>如果认为美国的策略会起作用,那么原油价格可能会下滑;但如果认为俄罗斯敢鱼死网破,那么全球原油供给大幅下降,价格可能重回$120甚至更高——你认为哪种可能性大呢?</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164330592","content_text":"9月2日,七国集团就对俄罗斯石油设定价格上限达成一致。首先需要说明,G7国家中有3个国家已经限制了俄罗斯原油进口,分别是美国、英国和加拿大。所以这个“限价协议”主要需要4个国家支持,分别是日本、德国、法国和意大利。但这个“限价协议”的最终目标不是这7个国家,而是希望用G7达成的协议,去约束全世界所有国家遵守,从而形成一个买方联盟。G7的限价协议达成以后,德国法国会在欧盟内部施加压力,要求欧盟成员国遵守;美国目前在努力游说印度,希望印度也加入。这个限价协议的背景就不用过多介绍了。战争打了半年,俄罗斯的经济非但没有崩盘,反倒是欧洲的经济越来越危险,美国的通胀也居高不下。最近,又有新闻称著名对冲基金重新开始做空欧洲。全球化的今天,任何一个制裁都是双刃剑,很难说对敌人的伤害会大于对自己的伤害,对俄罗斯的制裁和对中国的贸易战,都是同样的道理。所以美国想来想去,想到了限价这个办法,希望一方面缓解自己的通胀问题(低价买石油),一方面又让俄罗斯的经济遭受损失。一个很关键的技术性问题,这个限价怎么执行?自由市场经济你卖我买都是自愿行为,怎么去执行这个限价呢?美国想到了保险。全世界有一个很大的航运保险互助组织,叫做International Group of P&I Clubs,总部在伦敦。根据这个网站的信息,全世界95%的油轮都在这个互助组织里面。一艘货轮除了普通的商业航运保险之外,剩下的保险都被这个组织所包含。因为商业航运保险,不会愿意承保诸如“战争”“原油泄漏”这类的经济损失,所以这个组织就会给这类经济损失提供保险。这个组织是个非盈利性组织,每艘船要想加入就需要交“份子钱”,而承保费用就来自于大家的“份子钱”。如果某一艘船有一些离谱的行为,导致损失过大,那么会被这个组织踢出去。美国从这个保险组织下手,如果油轮里面的原油不符合限价,那么保险组织就不会对这个油轮承保,一旦发生“原油泄漏”那么船主只能自己赔。这么做,就会逼迫油轮不敢接受不遵守限价的俄罗斯原油,即使买家和卖家都达成了协议,但是也会找不到油轮去运输。不得不感叹,全世界的所有组织都在美国的控制之下,给美国提供了无数的工具可以打击对手。这么做究竟能不能把俄罗斯的原油价格逼下来,关键在于俄罗斯愿不愿意鱼死网破。你不让油轮运我的原油,那我也可以不卖给你。目前俄罗斯的原油出口要靠管道和航运。管道主要是通向欧洲和中国,如果欧洲断了,那么陆地管道只有向东边的中国运输。印度的进口需要海运,受影响可能会最大。有一个问题需要解释一下,如果俄罗斯的原油全被禁止,那么世界会进入什么状态?因为俄罗斯原油产量世界第二,仅次于美国,所以一旦封杀掉俄罗斯的原油,那么世界原油供给量会严重不匹配需求。世界上的富裕国家就会相互竞标把油价炒高,炒高价格的作用是把穷国家的需求给剥夺(让他们买不起原油,减少它们的需求),最后的结果就是富裕国家用昂贵的原油,而穷国家因为没有原油陷入瘫痪。如果认为美国的策略会起作用,那么原油价格可能会下滑;但如果认为俄罗斯敢鱼死网破,那么全球原油供给大幅下降,价格可能重回$120甚至更高——你认为哪种可能性大呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568449339001993","authorId":"3568449339001993","name":"imath60","avatar":"https://static.tigerbbs.com/f3480755a102de26d31a12db7c64e3cd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3568449339001993","authorIdStr":"3568449339001993"},"content":"对自己有利则自由市场","text":"对自己有利则自由市场","html":"对自己有利则自由市场"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427139,"gmtCreate":1552517543834,"gmtModify":1704792765577,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"$Facebook(FB)$ 这笔结束,找不到合适的期权开仓了","listText":"$Facebook(FB)$ 这笔结束,找不到合适的期权开仓了","text":"$Facebook(FB)$ 这笔结束,找不到合适的期权开仓了","images":[{"img":"https://static.tigerbbs.com/0f607e557465676890ba391f3ad00ea5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/427139","isVote":1,"tweetType":1,"viewCount":2523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492666186842287","authorIdStr":"3492666186842287"},"content":"盘前跌了。好在估计也就跌几个点。少挣点就是","text":"盘前跌了。好在估计也就跌几个点。少挣点就是","html":"盘前跌了。好在估计也就跌几个点。少挣点就是"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":853499309,"gmtCreate":1634827737809,"gmtModify":1634827737809,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211105 135.0 PUT(AAPL)$</a>终于又轮到差不多可以平仓的价格了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211105 135.0 PUT(AAPL)$</a>终于又轮到差不多可以平仓的价格了","text":"$AAPL 20211105 135.0 PUT(AAPL)$终于又轮到差不多可以平仓的价格了","images":[{"img":"https://static.tigerbbs.com/522dd39eab44845dd6db71415b0577c8","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/853499309","isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459423007922612","authorId":"3459423007922612","name":"道家人","avatar":"https://static.laohu8.com/66be122152ef666c2a3564762b8d4933","crmLevel":5,"crmLevelSwitch":1,"idStr":"3459423007922612","authorIdStr":"3459423007922612"},"content":"请教下:有没有想过一直持有到到期?","text":"请教下:有没有想过一直持有到到期?","html":"请教下:有没有想过一直持有到到期?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300651802,"gmtCreate":1602197298106,"gmtModify":1703826075694,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>守到最后一天","listText":"<a 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href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a>本来以为按照昨天的架势,会触发购买正股,看来只能等着吃光权利金了","listText":"<a href=\"https://laohu8.com/S/GOOS\">$加拿大鹅(GOOS)$</a>本来以为按照昨天的架势,会触发购买正股,看来只能等着吃光权利金了","text":"$加拿大鹅(GOOS)$本来以为按照昨天的架势,会触发购买正股,看来只能等着吃光权利金了","images":[{"img":"https://static.tigerbbs.com/8c6879d00dca9751b2ae2526662d7037","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/936116841","isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507949149663138","authorId":"3507949149663138","name":"Melonking","avatar":"https://static.tigerbbs.com/813f7e5095eb08d2207e6669b6ca8649","crmLevel":2,"crmLevelSwitch":0,"idStr":"3507949149663138","authorIdStr":"3507949149663138"},"content":"大佬,卖空保证金比例多少呢?是按照卖空的金额交吗,比如卖2手1块钱的,保证金20%,那账户有40块就能卖了吗?还是保证金要有正股的20%?","text":"大佬,卖空保证金比例多少呢?是按照卖空的金额交吗,比如卖2手1块钱的,保证金20%,那账户有40块就能卖了吗?还是保证金要有正股的20%?","html":"大佬,卖空保证金比例多少呢?是按照卖空的金额交吗,比如卖2手1块钱的,保证金20%,那账户有40块就能卖了吗?还是保证金要有正股的20%?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":319454531588376,"gmtCreate":1719021941452,"gmtModify":1719024894797,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a 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熬到最后一天期权收满","images":[{"img":"https://static.tigerbbs.com/eecc3ef9801d07d2bd13440ac58e4557","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319454531588376","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":282142926319824,"gmtCreate":1709911060071,"gmtModify":1709911062124,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"看来今年七月份上市前还是有机会的,那就趁这次下跌好好等待","listText":"看来今年七月份上市前还是有机会的,那就趁这次下跌好好等待","text":"看来今年七月份上市前还是有机会的,那就趁这次下跌好好等待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282142926319824","repostId":"1129504551","repostType":2,"repost":{"id":"1129504551","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯!第一时间把握全球政策动向,先人一步了解主流资金流向,监测主力行踪,解读公司公告,追踪活跃个股,让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1709898930,"share":"https://www.laohu8.com/m/news/1129504551?lang=&edition=full","pubTime":"2024-03-08 19:55","market":"us","language":"zh","title":"最后时刻遇阻!礼来阿尔兹海默症药物突遭FDA推迟批准","url":"https://stock-news.laohu8.com/highlight/detail?id=1129504551","media":"智通财经APP","summary":"3月8日,$礼来(LLY)$美股盘前跌近2%。消息面:美国食品药品监督管理局(FDA)推迟批准礼来的阿尔兹海默症药物。","content":"<html><head></head><body><p>3月8日,<a href=\"https://laohu8.com/S/LLY\">礼来</a>公司的阿尔茨海默病药物donanemab在获得批准方面面临进一步推迟,美国食品和药物管理局(FDA)计划举行外部顾问咨询小组听证会,以探讨这种疗法的安全性和效果;这是一个重大意外,原本计划在几周后,FDA预计将对批准该药物做出裁决。礼来公司周五在一份声明中表示,该机构希望听取外部专家的意见,“以进一步了解与评估多纳耐单抗安全性和有效性相关的话题”。会议日期尚未确定。</p><p style=\"text-align: justify;\">在一项大型试验中,这种药物可以从阿尔茨海默病患者的大脑中去除一种名为淀粉样蛋白的有毒蛋白质,并有助于减缓认知能力下降。在研究中,副作用包括脑肿胀和脑出血,需要定期监测,以便在问题出现之前及早发现这些问题。</p><p style=\"text-align: justify;\">在接受采访时,礼来公司高管表示,<strong>FDA在最后一刻召集外部委员会可能会将该药物的决定推迟几个月,因为该机构需要时间来组织和安排会议。</strong>礼来神经科学公司执行副总裁兼总裁Anne White表示,“我们最近才发现”该机构决定举行听证会。</p><p style=\"text-align: justify;\">她说,除其他事项外,FDA希望探索礼来公司主要的donanemab试验的“独特方面”,包括一些患者能够在所有淀粉样蛋白从大脑中清除后停止服用药物,以及与安全性相关的未明确主题。她说,FDA已表示希望迅速采取行动组织听证会。</p><p style=\"text-align: justify;\"><strong>虽然顾问小组听证会在重大药物批准之前很常见,但礼来公司称在如此晚的阶段举行听证会的决定“出乎意料”和“不寻常”。不过,该公司高管相信,这种药物对患者有明显的好处。</strong></p><p style=\"text-align: justify;\">礼来公司最初申请加速批准,是基于第二阶段的试验结果,该药物可以降低大脑淀粉样蛋白水平。但在2023年1月,FDA拒绝给予这一有条件的批准,并要求礼来公司提交一份传统药物申请,其中包括规模更大的三期试验数据,礼来公司去年就提交了这一申请。礼来公司高管在11月表示,FDA随后要求延长对这些额外数据的审查时间,将最终决定推迟到今年年初。</p><p style=\"text-align: justify;\"><strong>在这次延迟之前,礼来一再表示将在第一季度末做出最终决定。</strong>就在两天前,礼来的高管还坚称,审查的一切都在正常进行。该制药公司高级副总裁Andrew Adams周三在TD Cowen投资者会议上发表演讲时说:“到目前为止,这是完全正常的经历。据我所知,一切都很正常。你必须询问机构的看法,但从我们的角度来看,一切都很正常。”</p><p style=\"text-align: justify;\">如果该药获得批准,它将与日本卫材公司(Eisai)的药物Leqembi竞争。Leqembi在7月份获得了FDA的全面批准,可用于治疗阿尔茨海默氏症。</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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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最后时刻遇阻!礼来阿尔兹海默症药物突遭FDA推迟批准\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2024-03-08 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月8日,<a href=\"https://laohu8.com/S/LLY\">礼来</a>公司的阿尔茨海默病药物donanemab在获得批准方面面临进一步推迟,美国食品和药物管理局(FDA)计划举行外部顾问咨询小组听证会,以探讨这种疗法的安全性和效果;这是一个重大意外,原本计划在几周后,FDA预计将对批准该药物做出裁决。礼来公司周五在一份声明中表示,该机构希望听取外部专家的意见,“以进一步了解与评估多纳耐单抗安全性和有效性相关的话题”。会议日期尚未确定。</p><p style=\"text-align: justify;\">在一项大型试验中,这种药物可以从阿尔茨海默病患者的大脑中去除一种名为淀粉样蛋白的有毒蛋白质,并有助于减缓认知能力下降。在研究中,副作用包括脑肿胀和脑出血,需要定期监测,以便在问题出现之前及早发现这些问题。</p><p style=\"text-align: justify;\">在接受采访时,礼来公司高管表示,<strong>FDA在最后一刻召集外部委员会可能会将该药物的决定推迟几个月,因为该机构需要时间来组织和安排会议。</strong>礼来神经科学公司执行副总裁兼总裁Anne White表示,“我们最近才发现”该机构决定举行听证会。</p><p style=\"text-align: justify;\">她说,除其他事项外,FDA希望探索礼来公司主要的donanemab试验的“独特方面”,包括一些患者能够在所有淀粉样蛋白从大脑中清除后停止服用药物,以及与安全性相关的未明确主题。她说,FDA已表示希望迅速采取行动组织听证会。</p><p style=\"text-align: justify;\"><strong>虽然顾问小组听证会在重大药物批准之前很常见,但礼来公司称在如此晚的阶段举行听证会的决定“出乎意料”和“不寻常”。不过,该公司高管相信,这种药物对患者有明显的好处。</strong></p><p style=\"text-align: justify;\">礼来公司最初申请加速批准,是基于第二阶段的试验结果,该药物可以降低大脑淀粉样蛋白水平。但在2023年1月,FDA拒绝给予这一有条件的批准,并要求礼来公司提交一份传统药物申请,其中包括规模更大的三期试验数据,礼来公司去年就提交了这一申请。礼来公司高管在11月表示,FDA随后要求延长对这些额外数据的审查时间,将最终决定推迟到今年年初。</p><p style=\"text-align: justify;\"><strong>在这次延迟之前,礼来一再表示将在第一季度末做出最终决定。</strong>就在两天前,礼来的高管还坚称,审查的一切都在正常进行。该制药公司高级副总裁Andrew Adams周三在TD Cowen投资者会议上发表演讲时说:“到目前为止,这是完全正常的经历。据我所知,一切都很正常。你必须询问机构的看法,但从我们的角度来看,一切都很正常。”</p><p style=\"text-align: justify;\">如果该药获得批准,它将与日本卫材公司(Eisai)的药物Leqembi竞争。Leqembi在7月份获得了FDA的全面批准,可用于治疗阿尔茨海默氏症。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9127b41246785d77b579b28ccaa59de8","relate_stocks":{"BK4581":"高盛持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","LLY":"礼来","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129504551","content_text":"3月8日,礼来公司的阿尔茨海默病药物donanemab在获得批准方面面临进一步推迟,美国食品和药物管理局(FDA)计划举行外部顾问咨询小组听证会,以探讨这种疗法的安全性和效果;这是一个重大意外,原本计划在几周后,FDA预计将对批准该药物做出裁决。礼来公司周五在一份声明中表示,该机构希望听取外部专家的意见,“以进一步了解与评估多纳耐单抗安全性和有效性相关的话题”。会议日期尚未确定。在一项大型试验中,这种药物可以从阿尔茨海默病患者的大脑中去除一种名为淀粉样蛋白的有毒蛋白质,并有助于减缓认知能力下降。在研究中,副作用包括脑肿胀和脑出血,需要定期监测,以便在问题出现之前及早发现这些问题。在接受采访时,礼来公司高管表示,FDA在最后一刻召集外部委员会可能会将该药物的决定推迟几个月,因为该机构需要时间来组织和安排会议。礼来神经科学公司执行副总裁兼总裁Anne White表示,“我们最近才发现”该机构决定举行听证会。她说,除其他事项外,FDA希望探索礼来公司主要的donanemab试验的“独特方面”,包括一些患者能够在所有淀粉样蛋白从大脑中清除后停止服用药物,以及与安全性相关的未明确主题。她说,FDA已表示希望迅速采取行动组织听证会。虽然顾问小组听证会在重大药物批准之前很常见,但礼来公司称在如此晚的阶段举行听证会的决定“出乎意料”和“不寻常”。不过,该公司高管相信,这种药物对患者有明显的好处。礼来公司最初申请加速批准,是基于第二阶段的试验结果,该药物可以降低大脑淀粉样蛋白水平。但在2023年1月,FDA拒绝给予这一有条件的批准,并要求礼来公司提交一份传统药物申请,其中包括规模更大的三期试验数据,礼来公司去年就提交了这一申请。礼来公司高管在11月表示,FDA随后要求延长对这些额外数据的审查时间,将最终决定推迟到今年年初。在这次延迟之前,礼来一再表示将在第一季度末做出最终决定。就在两天前,礼来的高管还坚称,审查的一切都在正常进行。该制药公司高级副总裁Andrew Adams周三在TD Cowen投资者会议上发表演讲时说:“到目前为止,这是完全正常的经历。据我所知,一切都很正常。你必须询问机构的看法,但从我们的角度来看,一切都很正常。”如果该药获得批准,它将与日本卫材公司(Eisai)的药物Leqembi竞争。Leqembi在7月份获得了FDA的全面批准,可用于治疗阿尔茨海默氏症。","news_type":1},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652976321,"gmtCreate":1684246200963,"gmtModify":1684246207872,"author":{"id":"73452179038098","authorId":"73452179038098","name":"和时间赛跑zilong","avatar":"https://static.tigerbbs.com/16a80a564aeb36cfac4e65d0331f65ce","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"73452179038098","authorIdStr":"73452179038098"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/LMT 20230616 435.0 PUT\">$LMT 20230616 435.0 PUT$ </a>这回清了","listText":"<a href=\"https://laohu8.com/OPT/LMT 20230616 435.0 PUT\">$LMT 20230616 435.0 PUT$ </a>这回清了","text":"$LMT 20230616 435.0 PUT$ 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