酸橙奥利奥的个人主页 - 老虎社区

酸橙奥利奥

酸橙奥利奥

交易爱好者

IP属地：山东

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酸橙奥利奥

2019-08-20

$Beyond Meat, Inc.(BYND)$ 找小摩喊的666怎么持续性不强呀[喷血]

酸橙奥利奥

2016-10-01

$德意志银行(DB)$ 下周这货的140亿罚金要没有确切的打折消息，政府也不管它的话就等着崩盘了。

酸橙奥利奥

2020-04-02

$LK 20200619 14.0 PUT(LK)$竟然活了[得意]

酸橙奥利奥

2020-02-18

$特斯拉(TSLA)$ 机构开始联合唱多了[可爱]

酸橙奥利奥

2019-09-26

$Beyond Meat, Inc.(BYND)$ 20万的的量就能拉20个点不知道开盘了能坚持多久，为了下月解禁护盘太拼了[捂脸]

酸橙奥利奥

2018-12-04

$汽车之家(ATHM)$劲爆疯狂奔100？

酸橙奥利奥

2017-11-09

$微博(WB)$ 脑子一热就进去了，明明就是拉新高套路，活该被套

酸橙奥利奥

2020-06-02

$NQ100指数主连(NQmain)$ 坐等晚上转正，每天都是这个套路

酸橙奥利奥

2017-03-09

脸好疼。。。。

$陌陌(MOMO)$ 35再补。还有点弹药

脸好疼。。。。

酸橙奥利奥

2016-09-27

$反向波动率指数短期期货ETF(SVXY)$ 为啥没多少人关注这货，就涨幅来说这货可比uvxy靠谱多了。

酸橙奥利奥

2020-06-15

$拼多多(PDD)$已经跟基本面没有关系了

酸橙奥利奥

2020-05-21

$跟谁学(GSX)$今天在自己家小区电梯中突然出现它家媒体广告，明明之前只有猿辅导的广告的[捂脸]

酸橙奥利奥

2020-03-20

$NQ100指数主连(NQmain)$越疯涨越担心下周一

酸橙奥利奥

2018-12-21

$网易(NTES)$完！今天要死在大网易上了晚上起码要涨7个点这个月网易空单盈利直接变亏损，后期版号发的快就要奔300了

酸橙奥利奥

2020-06-09

$NQ100指数主连(NQmain)$ 呃开盘转涨吧？已经被无脑涨整傻了[呆住]

酸橙奥利奥

2020-06-01

$拼多多(PDD)$竟然跌了，都做好拉爆我 put 的准备了

酸橙奥利奥

2019-07-23

$Beyond Meat Inc.(BYND)$ 奔150市值去了

酸橙奥利奥

2020-10-02

$VIX波动率主连(VIXmain)$ 懂王要是短时间内恢复了可就有吹牛资本了

酸橙奥利奥

2020-05-28

$PDD 20200619 66.0 PUT(PDD)$准备撤了妖股风险太高，这张期权流动性也不太好，想冲千亿市值黄老板得把他那过高的股权稀释下做做交易，不然分分钟冲首富了

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会跌，所有人都认为会无限上涨永动机达成[可爱]&nbsp;","text":"抗到没人认为会跌，所有人都认为会无限上涨永动机达成[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300952746","repostId":"1151356154","repostType":4,"repost":{"id":"1151356154","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":1601977204,"share":"https://www.laohu8.com/m/news/1151356154?lang=&edition=full","pubTime":"2020-10-06 17:40","market":"us","language":"zh","title":"20年前崩盘征兆重现？经济积重难返，美股还能扛多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=1151356154","media":"券商中国","summary":"受特朗普病情好转、出院重返白宫刺激，美股周一尾盘迅速上涨，其中纳斯达克指数当天上涨2.32%。\n\n不过，需要注意的是，主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。市场人士指出，美股市","content":"<p><b>受特朗普病情好转、出院重返白宫刺激，美股周一尾盘迅速上涨，其中纳斯达克指数当天上涨2.32%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cfefd10d1d418f1cfcc7884f257d0d83\" tg-width=\"737\" tg-height=\"143\"></p>\n<p>不过，需要注意的是，主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。市场人士指出，美股市场的低迷在特朗普确诊之前就已经开始，特朗普病情好转对美股市场不会产生大的影响。</p>\n<p>当前，五大龙头股的市场集中度和反垄断调查两大现象，都令市场联想到20年前美股互联网泡沫破灭的前夜。数据显示，目前美股市场集中度达到历史最高——<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这五只市值最大的美股已经占据标普500总市值的23%，已超过2000年互联网泡沫破灭时18%的水平。</p>\n<p><b>与此同时，美股市场整体步入下跌趋势中，往往也伴随着重大事件发生及危机，其中，包括美国政府对美股龙头的重大制裁。2000年美国司法部裁定，<a href=\"https://laohu8.com/S/MSFT\">微软</a>的垄断行为已经违反了反垄断法；而今，特朗普政府也正在寻求对美股大型科技公司采取惩罚性措施的调查，其中<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>可能最快在本周内“遭殃”。</b></p>\n<p><b>经济复苏难，美股还能扛多久？</b></p>\n<p>据美国媒体报道，当地时间10月5日，美国总统特朗普离开沃尔特·里德国家军事医疗中心返回白宫。此前，特朗普于当地时间2日凌晨宣布新冠检测结果呈阳性，当天下午入院治疗。</p>\n<p>消息一传出，美股全线上涨。特朗普病情好转缓解了此前市场的下跌压力。但需要注意的是，特朗普确诊新冠肺炎之前，美股市场的萎靡走势已经开始，因此，特朗普病情好转所带来的反弹，对美股市场而言聊胜于无。</p>\n<p>虽然美股三大指数上涨幅度均超过1%，但主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。券商中国记者注意到，美股的科技龙头股走势谈不上强劲，<a href=\"https://laohu8.com/S/FB\">Facebook</a>当日涨幅不足2%；<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价涨幅刚超过3%——苹果的股票自9月初高位至今跌幅接近15%；此外，前期走势强劲的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>表现也较为平淡，当日股票高开并快速拉升4%左右就掉头向下，涨幅为2.55%；谷歌公司在反弹中跑输纳斯达克指数，涨幅为1.89%。</p>\n<p>由于美国经济变得更为脆弱，且疫情对经济的损害仍在持续增强，美股市场情绪仍在低迷徘徊中。</p>\n<p>美国劳工部上周五公布的9月非农就业报告显示，在第三季度的最后一个月，美国就业增长逊于市场预期，失业率却比市场预期更快下降。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>经济学家Michelle Meyer警告，失业率回落并不能视作利好消息，其根本原因在于劳动参与率从61.7%降至61.4%，69.5万人退出就业市场。暂时失业人口下降190万，占失业总人口的比重从45%跌至35%，长期失业人口比重上升。</p>\n<p>与此同时，美国疫情近期也出现了明显恶化的趋势。9月，美国有27个州的新增病例较8月大幅增加，这些州主要集中在中西部地区。当地时间9月28日，路透社的一项分析显示，美国中西部多个州的阳性检测率正在攀升，住院人数也在激增，医疗系统承压。其中，南达科他州的阳性检测率已从前一周的17％上升至26％，而世界卫生组织认为5％的阳性检测率就已经是令人担忧的水平，因为这表明社区中还有更多尚未发现的病例。</p>\n<p>相比之下，中国国庆节黄金周所表现出的强劲复苏迹象，刺激着中概股表现。当地时间周一，途牛大涨超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘中大涨接近8%，<a href=\"https://laohu8.com/S/WB\">微博</a>涨幅也超过4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>上涨超过10%，也意味着经济复苏的强弱，影响着美股资产的不同表现。由于中国经济复苏迹象明显，美股的一些中国资产走势显著强于美股的科技龙头。</p>\n<p>据中国文化和旅游部数据中心测算，国庆假期前四天，全国共接待游客4.25亿人次，同比恢复78.4%；实现国内旅游收入3120.2亿元，同比恢复68.9%。据中国银联的数据，10月1日和2日，银联网络交易金额达到6287亿元，相比去年同期增长11.8%。10月1日当天，银联网络交易金额超过3300亿元，同比增长15.5%。</p>\n<p><a href=\"https://laohu8.com/S/NYT\">纽约时报</a>在最近的报道中也称，在任何一年中，为期一周的“十一”黄金周假期支出都是备受关注的中国经济健康状况晴雨表。今年尤其如此，当人们挤进火车，拥挤在古老的庙宇中以及做其他许多国家人民仍然只能梦想的一切事情时，这是迄今为止表明中国从疫情中复苏最清晰的信号。</p>\n<p><b>估值过高风险加剧，反垄断调查加剧危机</b></p>\n<p>美股市场的反弹可能说明不了什么，机构投资者对美股市场未来走势忧心忡忡。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>证券策略主管克里斯托弗•哈维(Christopher Harvey)认为，美股市场太容易受到另一次回调和波动率激增50%的影响，他表示现在不会把新资金投入到股票上。</p>\n<p>一些机构投资者更是担心美股市场在9月初开始的下跌，意味着美股熊市有可能正在酝酿中，因此本周一美股反弹并不足以蕴含太多乐观信息，而且美股市场主要龙头股在反弹行情中也缺乏亮点。</p>\n<p>罗素投资的量化投资策略师Kara Ng认为，美股市场存在一些过于乐观的迹象，且一些技术指标暗示，一些大型科技公司的获利预期已经过高了。</p>\n<p>券商中国记者注意到，目前美股市场集中度达到历史最高，Facebook、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、苹果、微软和谷歌这五只市值最大的美股已经占据标普500总市值的23%。从历史数据来看，美股5只最大市值股票在2000年互联网泡沫破灭时达到了18%的占比，随后美股市场出现剧烈调整，也就是说，这或许意味着目前美股估值可能处于危险当中。</p>\n<p>此外，美股市场进入下跌趋势行情中，一个关键的现象还包括美国政府对美股龙头的重大制裁，即对主要科技龙头公司的反垄断调查。2000年,美国司法部裁定，微软的垄断行为已经违反了反垄断法。</p>\n<p>20年后的今天，这一现象再次出现。美国一些反垄断专家认为，特朗普政府正寻求对大型科技公司采取惩罚性措施，以满足其对消费者和多个市场的影响力，以讨好选民，对大型科技公司的愤怒在两党间都引起了共鸣。</p>\n<p>根据最新消息，在对谷歌公司进行长达近16个月的调查之后，美国政府最快将于本周对其正式提起反垄断诉讼，此举意味着白宫与硅谷巨头间的斗争态势正在加剧，或成为自20年前微软反垄断案件以来，美国最大的反垄断诉讼。此前，欧盟已经因垄断行为和数据隐私问题对谷歌开出数十亿欧元的罚单。</p>\n<p>上述信息意味着，对美股科技龙头的反垄断调查可能成为2020年第四季度的一个关键词，由于五只市值最大的美股已经占据标普500总市值的23%，甚至超过了美股2000年泡沫时期五大股票所占的比例，对主要美股科技公司的调查和制裁，可能对美股市场的走势造成重大影响。</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\" />\n<title>20年前崩盘征兆重现？经济积重难返，美股还能扛多久？</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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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\">\n20年前崩盘征兆重现？经济积重难返，美股还能扛多久？\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\">2020-10-06 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>受特朗普病情好转、出院重返白宫刺激，美股周一尾盘迅速上涨，其中纳斯达克指数当天上涨2.32%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cfefd10d1d418f1cfcc7884f257d0d83\" tg-width=\"737\" tg-height=\"143\"></p>\n<p>不过，需要注意的是，主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。市场人士指出，美股市场的低迷在特朗普确诊之前就已经开始，特朗普病情好转对美股市场不会产生大的影响。</p>\n<p>当前，五大龙头股的市场集中度和反垄断调查两大现象，都令市场联想到20年前美股互联网泡沫破灭的前夜。数据显示，目前美股市场集中度达到历史最高——<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>这五只市值最大的美股已经占据标普500总市值的23%，已超过2000年互联网泡沫破灭时18%的水平。</p>\n<p><b>与此同时，美股市场整体步入下跌趋势中，往往也伴随着重大事件发生及危机，其中，包括美国政府对美股龙头的重大制裁。2000年美国司法部裁定，<a href=\"https://laohu8.com/S/MSFT\">微软</a>的垄断行为已经违反了反垄断法；而今，特朗普政府也正在寻求对美股大型科技公司采取惩罚性措施的调查，其中<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>可能最快在本周内“遭殃”。</b></p>\n<p><b>经济复苏难，美股还能扛多久？</b></p>\n<p>据美国媒体报道，当地时间10月5日，美国总统特朗普离开沃尔特·里德国家军事医疗中心返回白宫。此前，特朗普于当地时间2日凌晨宣布新冠检测结果呈阳性，当天下午入院治疗。</p>\n<p>消息一传出，美股全线上涨。特朗普病情好转缓解了此前市场的下跌压力。但需要注意的是，特朗普确诊新冠肺炎之前，美股市场的萎靡走势已经开始，因此，特朗普病情好转所带来的反弹，对美股市场而言聊胜于无。</p>\n<p>虽然美股三大指数上涨幅度均超过1%，但主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。券商中国记者注意到，美股的科技龙头股走势谈不上强劲，<a href=\"https://laohu8.com/S/FB\">Facebook</a>当日涨幅不足2%；<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价涨幅刚超过3%——苹果的股票自9月初高位至今跌幅接近15%；此外，前期走势强劲的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>表现也较为平淡，当日股票高开并快速拉升4%左右就掉头向下，涨幅为2.55%；谷歌公司在反弹中跑输纳斯达克指数，涨幅为1.89%。</p>\n<p>由于美国经济变得更为脆弱，且疫情对经济的损害仍在持续增强，美股市场情绪仍在低迷徘徊中。</p>\n<p>美国劳工部上周五公布的9月非农就业报告显示，在第三季度的最后一个月，美国就业增长逊于市场预期，失业率却比市场预期更快下降。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>经济学家Michelle Meyer警告，失业率回落并不能视作利好消息，其根本原因在于劳动参与率从61.7%降至61.4%，69.5万人退出就业市场。暂时失业人口下降190万，占失业总人口的比重从45%跌至35%，长期失业人口比重上升。</p>\n<p>与此同时，美国疫情近期也出现了明显恶化的趋势。9月，美国有27个州的新增病例较8月大幅增加，这些州主要集中在中西部地区。当地时间9月28日，路透社的一项分析显示，美国中西部多个州的阳性检测率正在攀升，住院人数也在激增，医疗系统承压。其中，南达科他州的阳性检测率已从前一周的17％上升至26％，而世界卫生组织认为5％的阳性检测率就已经是令人担忧的水平，因为这表明社区中还有更多尚未发现的病例。</p>\n<p>相比之下，中国国庆节黄金周所表现出的强劲复苏迹象，刺激着中概股表现。当地时间周一，途牛大涨超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>盘中大涨接近8%，<a href=\"https://laohu8.com/S/WB\">微博</a>涨幅也超过4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>上涨超过10%，也意味着经济复苏的强弱，影响着美股资产的不同表现。由于中国经济复苏迹象明显，美股的一些中国资产走势显著强于美股的科技龙头。</p>\n<p>据中国文化和旅游部数据中心测算，国庆假期前四天，全国共接待游客4.25亿人次，同比恢复78.4%；实现国内旅游收入3120.2亿元，同比恢复68.9%。据中国银联的数据，10月1日和2日，银联网络交易金额达到6287亿元，相比去年同期增长11.8%。10月1日当天，银联网络交易金额超过3300亿元，同比增长15.5%。</p>\n<p><a href=\"https://laohu8.com/S/NYT\">纽约时报</a>在最近的报道中也称，在任何一年中，为期一周的“十一”黄金周假期支出都是备受关注的中国经济健康状况晴雨表。今年尤其如此，当人们挤进火车，拥挤在古老的庙宇中以及做其他许多国家人民仍然只能梦想的一切事情时，这是迄今为止表明中国从疫情中复苏最清晰的信号。</p>\n<p><b>估值过高风险加剧，反垄断调查加剧危机</b></p>\n<p>美股市场的反弹可能说明不了什么，机构投资者对美股市场未来走势忧心忡忡。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>证券策略主管克里斯托弗•哈维(Christopher Harvey)认为，美股市场太容易受到另一次回调和波动率激增50%的影响，他表示现在不会把新资金投入到股票上。</p>\n<p>一些机构投资者更是担心美股市场在9月初开始的下跌，意味着美股熊市有可能正在酝酿中，因此本周一美股反弹并不足以蕴含太多乐观信息，而且美股市场主要龙头股在反弹行情中也缺乏亮点。</p>\n<p>罗素投资的量化投资策略师Kara Ng认为，美股市场存在一些过于乐观的迹象，且一些技术指标暗示，一些大型科技公司的获利预期已经过高了。</p>\n<p>券商中国记者注意到，目前美股市场集中度达到历史最高，Facebook、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、苹果、微软和谷歌这五只市值最大的美股已经占据标普500总市值的23%。从历史数据来看，美股5只最大市值股票在2000年互联网泡沫破灭时达到了18%的占比，随后美股市场出现剧烈调整，也就是说，这或许意味着目前美股估值可能处于危险当中。</p>\n<p>此外，美股市场进入下跌趋势行情中，一个关键的现象还包括美国政府对美股龙头的重大制裁，即对主要科技龙头公司的反垄断调查。2000年,美国司法部裁定，微软的垄断行为已经违反了反垄断法。</p>\n<p>20年后的今天，这一现象再次出现。美国一些反垄断专家认为，特朗普政府正寻求对大型科技公司采取惩罚性措施，以满足其对消费者和多个市场的影响力，以讨好选民，对大型科技公司的愤怒在两党间都引起了共鸣。</p>\n<p>根据最新消息，在对谷歌公司进行长达近16个月的调查之后，美国政府最快将于本周对其正式提起反垄断诉讼，此举意味着白宫与硅谷巨头间的斗争态势正在加剧，或成为自20年前微软反垄断案件以来，美国最大的反垄断诉讼。此前，欧盟已经因垄断行为和数据隐私问题对谷歌开出数十亿欧元的罚单。</p>\n<p>上述信息意味着，对美股科技龙头的反垄断调查可能成为2020年第四季度的一个关键词，由于五只市值最大的美股已经占据标普500总市值的23%，甚至超过了美股2000年泡沫时期五大股票所占的比例，对主要美股科技公司的调查和制裁，可能对美股市场的走势造成重大影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/533528e9e4ea2513e90264a8d6ed8175","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151356154","content_text":"受特朗普病情好转、出院重返白宫刺激，美股周一尾盘迅速上涨，其中纳斯达克指数当天上涨2.32%。\n\n不过，需要注意的是，主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。市场人士指出，美股市场的低迷在特朗普确诊之前就已经开始，特朗普病情好转对美股市场不会产生大的影响。\n当前，五大龙头股的市场集中度和反垄断调查两大现象，都令市场联想到20年前美股互联网泡沫破灭的前夜。数据显示，目前美股市场集中度达到历史最高——Facebook、亚马逊、苹果、微软和谷歌这五只市值最大的美股已经占据标普500总市值的23%，已超过2000年互联网泡沫破灭时18%的水平。\n与此同时，美股市场整体步入下跌趋势中，往往也伴随着重大事件发生及危机，其中，包括美国政府对美股龙头的重大制裁。2000年美国司法部裁定，微软的垄断行为已经违反了反垄断法；而今，特朗普政府也正在寻求对美股大型科技公司采取惩罚性措施的调查，其中谷歌可能最快在本周内“遭殃”。\n经济复苏难，美股还能扛多久？\n据美国媒体报道，当地时间10月5日，美国总统特朗普离开沃尔特·里德国家军事医疗中心返回白宫。此前，特朗普于当地时间2日凌晨宣布新冠检测结果呈阳性，当天下午入院治疗。\n消息一传出，美股全线上涨。特朗普病情好转缓解了此前市场的下跌压力。但需要注意的是，特朗普确诊新冠肺炎之前，美股市场的萎靡走势已经开始，因此，特朗普病情好转所带来的反弹，对美股市场而言聊胜于无。\n虽然美股三大指数上涨幅度均超过1%，但主要科技龙头股价走势仍较为保守，反映出市场情绪依然低迷和谨慎。券商中国记者注意到，美股的科技龙头股走势谈不上强劲，Facebook当日涨幅不足2%；苹果股价涨幅刚超过3%——苹果的股票自9月初高位至今跌幅接近15%；此外，前期走势强劲的特斯拉表现也较为平淡，当日股票高开并快速拉升4%左右就掉头向下，涨幅为2.55%；谷歌公司在反弹中跑输纳斯达克指数，涨幅为1.89%。\n由于美国经济变得更为脆弱，且疫情对经济的损害仍在持续增强，美股市场情绪仍在低迷徘徊中。\n美国劳工部上周五公布的9月非农就业报告显示，在第三季度的最后一个月，美国就业增长逊于市场预期，失业率却比市场预期更快下降。\n美国银行经济学家Michelle Meyer警告，失业率回落并不能视作利好消息，其根本原因在于劳动参与率从61.7%降至61.4%，69.5万人退出就业市场。暂时失业人口下降190万，占失业总人口的比重从45%跌至35%，长期失业人口比重上升。\n与此同时，美国疫情近期也出现了明显恶化的趋势。9月，美国有27个州的新增病例较8月大幅增加，这些州主要集中在中西部地区。当地时间9月28日，路透社的一项分析显示，美国中西部多个州的阳性检测率正在攀升，住院人数也在激增，医疗系统承压。其中，南达科他州的阳性检测率已从前一周的17％上升至26％，而世界卫生组织认为5％的阳性检测率就已经是令人担忧的水平，因为这表明社区中还有更多尚未发现的病例。\n相比之下，中国国庆节黄金周所表现出的强劲复苏迹象，刺激着中概股表现。当地时间周一，途牛大涨超6%，哔哩哔哩盘中大涨接近8%，微博涨幅也超过4%，小鹏汽车上涨超过10%，也意味着经济复苏的强弱，影响着美股资产的不同表现。由于中国经济复苏迹象明显，美股的一些中国资产走势显著强于美股的科技龙头。\n据中国文化和旅游部数据中心测算，国庆假期前四天，全国共接待游客4.25亿人次，同比恢复78.4%；实现国内旅游收入3120.2亿元，同比恢复68.9%。据中国银联的数据，10月1日和2日，银联网络交易金额达到6287亿元，相比去年同期增长11.8%。10月1日当天，银联网络交易金额超过3300亿元，同比增长15.5%。\n纽约时报在最近的报道中也称，在任何一年中，为期一周的“十一”黄金周假期支出都是备受关注的中国经济健康状况晴雨表。今年尤其如此，当人们挤进火车，拥挤在古老的庙宇中以及做其他许多国家人民仍然只能梦想的一切事情时，这是迄今为止表明中国从疫情中复苏最清晰的信号。\n估值过高风险加剧，反垄断调查加剧危机\n美股市场的反弹可能说明不了什么，机构投资者对美股市场未来走势忧心忡忡。\n富国银行证券策略主管克里斯托弗•哈维(Christopher Harvey)认为，美股市场太容易受到另一次回调和波动率激增50%的影响，他表示现在不会把新资金投入到股票上。\n一些机构投资者更是担心美股市场在9月初开始的下跌，意味着美股熊市有可能正在酝酿中，因此本周一美股反弹并不足以蕴含太多乐观信息，而且美股市场主要龙头股在反弹行情中也缺乏亮点。\n罗素投资的量化投资策略师Kara Ng认为，美股市场存在一些过于乐观的迹象，且一些技术指标暗示，一些大型科技公司的获利预期已经过高了。\n券商中国记者注意到，目前美股市场集中度达到历史最高，Facebook、亚马逊、苹果、微软和谷歌这五只市值最大的美股已经占据标普500总市值的23%。从历史数据来看，美股5只最大市值股票在2000年互联网泡沫破灭时达到了18%的占比，随后美股市场出现剧烈调整，也就是说，这或许意味着目前美股估值可能处于危险当中。\n此外，美股市场进入下跌趋势行情中，一个关键的现象还包括美国政府对美股龙头的重大制裁，即对主要科技龙头公司的反垄断调查。2000年,美国司法部裁定，微软的垄断行为已经违反了反垄断法。\n20年后的今天，这一现象再次出现。美国一些反垄断专家认为，特朗普政府正寻求对大型科技公司采取惩罚性措施，以满足其对消费者和多个市场的影响力，以讨好选民，对大型科技公司的愤怒在两党间都引起了共鸣。\n根据最新消息，在对谷歌公司进行长达近16个月的调查之后，美国政府最快将于本周对其正式提起反垄断诉讼，此举意味着白宫与硅谷巨头间的斗争态势正在加剧，或成为自20年前微软反垄断案件以来，美国最大的反垄断诉讼。此前，欧盟已经因垄断行为和数据隐私问题对谷歌开出数十亿欧元的罚单。\n上述信息意味着，对美股科技龙头的反垄断调查可能成为2020年第四季度的一个关键词，由于五只市值最大的美股已经占据标普500总市值的23%，甚至超过了美股2000年泡沫时期五大股票所占的比例，对主要美股科技公司的调查和制裁，可能对美股市场的走势造成重大影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977257525,"gmtCreate":1601617578867,"gmtModify":1703824921555,"author":{"id":"8664954042117","authorId":"8664954042117","name":"酸橙奥利奥","avatar":"https://static.tigerbbs.com/928cd236a0da3d807071a7404f2f822c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/VIXmain\">$VIX波动率主连(VIXmain)$ &nbsp;</a>懂王要是短时间内恢复了可就有吹牛资本了","listText":"<a href=\"https://laohu8.com/FUT/VIXmain\">$VIX波动率主连(VIXmain)$ &nbsp;</a>懂王要是短时间内恢复了可就有吹牛资本了","text":"$VIX波动率主连(VIXmain)$ 懂王要是短时间内恢复了可就有吹牛资本了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977257525","isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974658354,"gmtCreate":1601043936478,"gmtModify":1703823468269,"author":{"id":"8664954042117","authorId":"8664954042117","name":"酸橙奥利奥","avatar":"https://static.tigerbbs.com/928cd236a0da3d807071a7404f2f822c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>今天心电图了","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>今天心电图了","text":"$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$今天心电图了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974658354","isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976892173,"gmtCreate":1599656573692,"gmtModify":1703819231305,"author":{"id":"8664954042117","authorId":"8664954042117","name":"酸橙奥利奥","avatar":"https://static.tigerbbs.com/928cd236a0da3d807071a7404f2f822c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>感觉这一波完事了，日线上看翻身难，大科技们的期权真心太贵了又要疯狂拉大盘了嘛[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>感觉这一波完事了，日线上看翻身难，大科技们的期权真心太贵了又要疯狂拉大盘了嘛[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$感觉这一波完事了，日线上看翻身难，大科技们的期权真心太贵了又要疯狂拉大盘了嘛[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976892173","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948805346,"gmtCreate":1595312669785,"gmtModify":1704208462263,"author":{"id":"8664954042117","authorId":"8664954042117","name":"酸橙奥利奥","avatar":"https://static.tigerbbs.com/928cd236a0da3d807071a7404f2f822c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"怎么编出来的脑残文章，坑多多白嫖买家还少嘛？货不退就能退款，乱编个理由就能退货被**买家恶心的够够的官方还不管","listText":"怎么编出来的脑残文章，坑多多白嫖买家还少嘛？货不退就能退款，乱编个理由就能退货被**买家恶心的够够的官方还不管","text":"怎么编出来的脑残文章，坑多多白嫖买家还少嘛？货不退就能退款，乱编个理由就能退货被**买家恶心的够够的官方还不管","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948805346","repostId":"2051230470","repostType":2,"repost":{"id":"2051230470","pubTimestamp":1594838756,"share":"https://www.laohu8.com/m/news/2051230470?lang=&edition=full","pubTime":"2020-07-16 02:45","market":"us","language":"zh","title":"为什么拼多多的商家这么牛，好像也不怕差评，而且官方也很偏向卖家？","url":"https://stock-news.laohu8.com/highlight/detail?id=2051230470","media":"腾讯新闻","summary":"原标题：为什么拼多多的商家这么牛，好像也不怕差评，而且官方也很偏向卖家？ 来源：腾讯新闻\"淘宝\"与\"拼多多\"购物，哪一个质量更有保障？相比较来说我觉得淘宝更加靠谱一点，拼多多就像有个网友说的那样“好像","content":"<html><body><p>原标题：为什么<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的商家这么牛，好像也不怕差评，而且官方也很偏向卖家？ 来源：<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>\"淘宝\"与\"拼多多\"购物，哪一个质量更有保障？</p><p>相比较来说我觉得淘宝更加靠谱一点，拼多多就像有个网友说的那样“好像拼多多商家就不怕差评一样”。即使你给差评了了他们也不会找你多说一句话；而且也置之不理的；有些售后的问题找到了拼多多官方，给的答复也很含糊！</p><div><img src=\"http://k.sinaimg.cn/n/spider2020716/454/w411h843/20200716/6f39-iwhseiu8729917.png/w720fin.jpg\"/></div><p>我聊聊我的一个购买体验，我买了一个风扇好像是说的是加水的带着加湿器的风扇，因然后有露水的现象，我测试了一两次，发现都是这样于是就找到了商家，商家让我拍照给他看，先是拍了包装盒和购买的配件，又拍摄了物品，再拍摄了具体出现的问题！</p><div><img src=\"http://k.sinaimg.cn/n/spider2020716/313/w412h701/20200716/1bec-iwhseiu8729918.png/w720fin.jpg\"/></div><p>然后第一天没有答复，第二天说，你给我们邮递回来吧，我给你退款；我蒙圈了，我说额，邮递回去？也从来不提及运费的事情，然后我提及了，他说等他们收到货物了就给返还运费。最后我想了想不对呀；你的产品出现了问题，就这样理直气壮，直接就这个态度，这期间连一个委婉的对不起语句都没有，一点端正的态度都没有，简直气氛的不得了！</p><div><img src=\"http://k.sinaimg.cn/n/spider2020716/316/w399h717/20200716/2b00-iwhseiu8729937.png/w720fin.jpg\"/></div><p>于是我就将聊天记录投诉到拼多多方面，拼多多也没有任何答复，就直接直接说申请退货等现象，好像并不提及平台的产品质量问题，真的是让人很堪忧的一个平台。甚至还有发货压根都不是原货物，最关键的是在遇见问题选择退货原因还必须按照他们的原因说不喜欢，如果填写了是质量问题，就拒绝审理，这才是最恼火的！</p><div><img src=\"http://k.sinaimg.cn/n/spider2020716/292/w480h612/20200716/3e17-iwhseiu8729938.png/w720fin.jpg\"/></div><p>你投诉到拼多多平台，他们就说了必须要进入按照退货之后才能申诉，这就典型的包容这些商家来做恶事的行为，真的就太可怕了，自从购买之后后面就再也不敢相信了，也不敢在拼多多平台购买商品了，因为售后是一个很大的问题，而且质量也非常非常的堪忧的一个平台！</p><div><img src=\"http://k.sinaimg.cn/n/spider2020716/15/w480h335/20200716/9230-iwhseiu8729952.png/w720fin.jpg\"/></div><p>淘宝的确有时候是有假货的现象，但是淘小二至少是负责的，而且对于淘宝的体系对于买家也是非常重视的，至少卖家在店铺里也是非常尊重用户的，至少态度上也能说得过去，至少都是亲的称呼，这一点上让人心里能够舒服很多，而这个平台的商家真的很奇葩，服务态度完全就不是那么一回事。对此大家是怎么看的欢迎关注我创业者李孟和我一起交流！</p></body></html>","source":"sina_symbol","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>为什么拼多多的商家这么牛，好像也不怕差评，而且官方也很偏向卖家？</title>\n<style 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来源：腾讯新闻\"淘宝\"与\"拼多多\"购物，哪一个质量更有保障？相比较来说我觉得淘宝更加靠谱一点，拼多多就像有个网友说的那样“好像拼多多商家就不怕差评一样”。即使你给差评了了他们也不会找你多说一句话；而且也置之不理的；有些售后的问题找到了拼多多官方，给的答复也很含糊！我聊聊我的一个购买体验，我买了一个风扇好像是说的是加水的带着...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-07-16/doc-iivhuipn3238690.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/02aa9153f4386a08c2cbc79999550248","relate_stocks":{"PDD":"拼多多"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-07-16/doc-iivhuipn3238690.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2051230470","content_text":"原标题：为什么拼多多的商家这么牛，好像也不怕差评，而且官方也很偏向卖家？ 来源：腾讯新闻\"淘宝\"与\"拼多多\"购物，哪一个质量更有保障？相比较来说我觉得淘宝更加靠谱一点，拼多多就像有个网友说的那样“好像拼多多商家就不怕差评一样”。即使你给差评了了他们也不会找你多说一句话；而且也置之不理的；有些售后的问题找到了拼多多官方，给的答复也很含糊！我聊聊我的一个购买体验，我买了一个风扇好像是说的是加水的带着加湿器的风扇，因然后有露水的现象，我测试了一两次，发现都是这样于是就找到了商家，商家让我拍照给他看，先是拍了包装盒和购买的配件，又拍摄了物品，再拍摄了具体出现的问题！然后第一天没有答复，第二天说，你给我们邮递回来吧，我给你退款；我蒙圈了，我说额，邮递回去？也从来不提及运费的事情，然后我提及了，他说等他们收到货物了就给返还运费。最后我想了想不对呀；你的产品出现了问题，就这样理直气壮，直接就这个态度，这期间连一个委婉的对不起语句都没有，一点端正的态度都没有，简直气氛的不得了！于是我就将聊天记录投诉到拼多多方面，拼多多也没有任何答复，就直接直接说申请退货等现象，好像并不提及平台的产品质量问题，真的是让人很堪忧的一个平台。甚至还有发货压根都不是原货物，最关键的是在遇见问题选择退货原因还必须按照他们的原因说不喜欢，如果填写了是质量问题，就拒绝审理，这才是最恼火的！你投诉到拼多多平台，他们就说了必须要进入按照退货之后才能申诉，这就典型的包容这些商家来做恶事的行为，真的就太可怕了，自从购买之后后面就再也不敢相信了，也不敢在拼多多平台购买商品了，因为售后是一个很大的问题，而且质量也非常非常的堪忧的一个平台！淘宝的确有时候是有假货的现象，但是淘小二至少是负责的，而且对于淘宝的体系对于买家也是非常重视的，至少卖家在店铺里也是非常尊重用户的，至少态度上也能说得过去，至少都是亲的称呼，这一点上让人心里能够舒服很多，而这个平台的商家真的很奇葩，服务态度完全就不是那么一回事。对此大家是怎么看的欢迎关注我创业者李孟和我一起交流！","news_type":1},"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941312169,"gmtCreate":1594800993551,"gmtModify":1704206870869,"author":{"id":"8664954042117","authorId":"8664954042117","name":"酸橙奥利奥","avatar":"https://static.tigerbbs.com/928cd236a0da3d807071a7404f2f822c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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