美通胀居高不下，为何传统行业、股市、政府反而受益

第一财经2021-09-02

美股整体趋势是传统行业大幅上涨，新兴行业却出现下滑。在上周万众期待的杰克逊霍尔全球央行年会讲话上，美联储主席鲍威尔屡屡提及通胀，全美通胀高温不下的严峻态势可见一斑。不过，尽管鲍威尔的讲话全篇围绕核心问题，但却又“说了等于没说”，依旧重申通胀暂时论的观点。也许，美联储对“暂时性”的时间范畴进行了全新定义。根据美国商务部近期发布数据显示，7月美国个人消费支出PCE物价指数同比再度走高，核心PCE...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

SunnyLeo
2021-09-03
SunnyLeo
慣性太大[開心]
- SunnyLeo:
  [龇牙][龇牙][龇牙]
hhyw
2021-09-03
hhyw
瘋狂，太瘋狂了??
SDLiuSG
2021-09-03
SDLiuSG
Good
- SDLiuSG:
  share
EricBong
2021-09-03
EricBong
好好
Youn7276
2021-09-03
Youn7276
閱！
Anzhuo
2021-09-02
Anzhuo
老虎首頁這個編輯真的太沒水平了，通脹，貨幣購買力下降，權益類資產當然水漲船高。聽君一席話，如聽一席話。
- Youn7276:
  好！
- 天天天天涨停板:
  越来越多的文章不值得一读了[捂脸]
- SGY:
  [Miser]

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1154569331?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/3219c1e34771d4a607fc67aee82f7281","is_english":false,"pubTime":"2021-09-02 11:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1154569331","market":"us","top_or_hot":-1,"title":"美通胀居高不下，为何传统行业、股市、政府反而受益","media":"第一财经","content":"<div>\n<p>美股整体趋势是传统行业大幅上涨，新兴行业却出现下滑。\n在上周万众期待的杰克逊霍尔全球央行年会讲话上，美联储主席鲍威尔屡屡提及通胀，全美通胀高温不下的严峻态势可见一斑。不过，尽管鲍威尔的讲话全篇围绕核心问题，但却又“说了等于没说”，依旧重申通胀暂时论的观点。也许，美联储对“暂时性”的时间范畴进行了全新定义。\n根据美国商务部近期发布数据显示，7月美国个人消费支出PCE物价指数同比再度走高，核心PCE...</p>\n\n<a href=\"https://www.yicai.com/news/101160917.html\">Source Link</a>\n\n</div>\n","source":"dyvj","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>美通胀居高不下，为何传统行业、股市、政府反而受益</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 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美通胀居高不下，为何传统行业、股市、政府反而受益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101160917.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股整体趋势是传统行业大幅上涨，新兴行业却出现下滑。\n在上周万众期待的杰克逊霍尔全球央行年会讲话上，美联储主席鲍威尔屡屡提及通胀，全美通胀高温不下的严峻态势可见一斑。不过，尽管鲍威尔的讲话全篇围绕核心问题，但却又“说了等于没说”，依旧重申通胀暂时论的观点。也许，美联储对“暂时性”的时间范畴进行了全新定义。\n根据美国商务部近期发布数据显示，7月美国个人消费支出PCE物价指数同比再度走高，核心PCE...</p>\n\n<a href=\"https://www.yicai.com/news/101160917.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://www.yicai.com/news/101160917.html","article_id":"1154569331","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3219c1e34771d4a607fc67aee82f7281"],"rights":{"source":"dyvj","url":"https://www.yicai.com/news/101160917.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1154569331","pubTimestamp":1630552193,"sourceInfo":{"source_id":"dyvj","name":"第一财经"},"weMediaInfo":null,"summary":"美股整体趋势是传统行业大幅上涨，新兴行业却出现下滑。","collect":0,"end_time":0,"defaultTopTitle":"yicai.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯"},"translate_title":"Inflation in the United States remains high. Why do traditional industries, stock markets and governments benefit instead","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/761c2bb0988230ffeec7c2274ea00a99","symbols_score_info":{".DJI":0.9},"content_text":"美股整体趋势是传统行业大幅上涨，新兴行业却出现下滑。\n在上周万众期待的杰克逊霍尔全球央行年会讲话上，美联储主席鲍威尔屡屡提及通胀，全美通胀高温不下的严峻态势可见一斑。不过，尽管鲍威尔的讲话全篇围绕核心问题，但却又“说了等于没说”，依旧重申通胀暂时论的观点。也许，美联储对“暂时性”的时间范畴进行了全新定义。\n根据美国商务部近期发布数据显示，7月美国个人消费支出PCE物价指数同比再度走高，核心PCE物价指数同比创30年来新高。在鲍威尔坚持的暂时论基调之下，美国民众面临的是居高不下的物价和对美联储“暂时性”的等待。因为工资的增幅乃至获得的联邦补助金，都在逐渐被超标的通胀抵消。\n谁在从高通胀中受益？\n在通胀高企背景下，是否仍有受益者？\n美国汇盛金融公司首席经济学家陈凯丰对第一财经表示，受益方主要是企业，因为利润率很高，企业基本都在赚大钱。在第二财季，标普500指数成分股的业绩表现非常强劲，整体利润超出分析师预期，且基本各行业的情况都是如此。\n根据FactSet截止8月中旬统计的数据显示，已有91%标普500指数成分股公司发布了第二季度财报，其中87%的公司发布的实际收入超出预期，而整体来说，标普500指数成分股公司收入比预期高了4.9%。在2021年第二季度，业绩超预期的公司百分比高于过去一年74%的水平，更高于过去五年65%的水平。甚至，第二季度是自FactSet从2008年开始跟踪该指标以来，业绩超预期的公司所占标普500指数成分股公司百分比最高的一个季度。其中，医疗、通信服务、信息科技行业的公司所占比例最高。\n\n随着公司利润超预期推动股票上涨，标普500指数在今年已创下53次新高。美国投行与机构证券公司Piper Sandler的首席市场技术分析师约翰逊（Craig Johnson）对第一财经记者表示，预计标普500指数会在年内升至4625点。\n具体到板块方面，陈凯丰表示，可以关注具备高现金流的企业，其分红和回购都会快速上升，以此对抗通胀。在今年，涨势突出的都是具有现金流的公司，比如垃圾处理行业。\n年初迄今，美国三大垃圾公司——美国废物管理公司（Waste Management Inc.）股价累计已上涨31.53%，美国共和废品处理公司（Republic Services Inc.）累计上涨28.90%，而美国废物联合公司（Waste Connections Inc.）也涨了26%。\n除了垃圾处理行业，陈凯丰表示，包括电、水、医院等具备抗通胀能力的行业都在今年猛涨，相反，包括特斯拉、远程医疗在内的高成长类企业/行业在今年却出现下跌。这也是尽管今年美股持续上涨，但散户却在今年遭遇亏损的原因。区别就在于通胀的变化导致板块走势出现了变化，但部分散户投资者并未及时作出调整。\n陈凯丰表示，今年美国传统行业整体现金流都不错，美股的整体趋势是传统行业大幅上涨，新兴行业却出现下滑。比如传统行业的美国汽车龙头福特汽车在上半年的涨幅接近80%，美国传统医疗HCA（HCA Healthcare）年初迄今涨了55%，相比之下，数字医疗龙头企业Teladoc Health却在今年累计下滑接近30%。\n\n诚然，美国通胀居高不下的“始作俑者”是疫情蔓延。一方面，疫情增加了物流成本，从而推升通胀。\n陈凯丰提到，比如星巴克咖啡涨价的核心原因就并非是咖啡豆本身价格上涨，而是物流成本高出许多。另一方面，疫情也导致包括餐馆、医院等相关行业用人成本提升。根据医疗人力资源公司SimpliFi提供的数据，美国旅行护士（指在美国各卫生保健机构进行临时工作，并不断更换工作场所的护士）在8月的薪资同比上涨逾40%，而在急诊室工作的相关人员涨幅更是达到60%。同时，人力资源紧缺态势明显，比如在美国得克萨斯州，注册护士的职位空缺超过23000个。\n在高通胀环境下，贷款企业或家庭也能从中受益。企业可以趁势提高产品、服务的价格，进而将额外的收入用来偿还尚未偿还的债务。同理，高通胀也有利于债台高筑的政府，通过货币贬来抵消一部分的债务。\n德国马普学院（Max-Planck-Institut）公共财政研究所所长凯·康拉德（KaiA.Konrad）就曾指出，通货膨胀是一种资本再分配，若通胀率超出预期两个百分点，那么该国的债务负担就能减轻大约10%。此外，土地及有形资产拥有者亦能受益于高通胀环境。\n疫情或继续抬升通胀上行风险\n美国7月消费者价格指数的环比涨幅为0.5%，相对前一个月份而言有所放缓，也呼应了美联储的“通胀暂时论”。但值得注意的是，能源价格还在继续上行。华尔街交易员艾伦·瓦尔代兹（Alan Valdez）曾在上周接受第一财经记者采访时表示，油气价格走高将在秋冬推动美国通胀进一步升温。在北美地区，由于冬天的燃油支出是消费大头，若这部分价格上涨，会真正影响到民众生活和消费底线，更会产生连带效应。\n美联储关注的是核心PCE指标，指的是排除了能源和食品在内的数据，自2012年1月起，该指标年率涨幅2%被美联储定为长期通胀目标。但是，能源和食品却恰恰是与民众生活最为密切相关的商品。与此同时，疫情的蔓延更是抬升了通胀上行风险，若劳动力短缺和供应链中断时间超过市场预期，则对价格的影响会更为持久。\n前美联储主席本·伯南克曾在其回忆录《行动的勇气》中提到，当利率开始上升时，这可能意味着美联储的政策正在发挥作用，经济终于强劲增长并创造就业机会。鉴于现任美联储主席鲍威尔尚在安抚市场，强调减码不等于立刻加息，美国经济的复苏步伐也许还未到指日可待之时。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":812784621,"gmtCreate":1630625539763,"gmtModify":1676530357581,"author":{"id":"3574831020474056","authorId":"3574831020474056","name":"SunnyLeo","avatar":"https://static.tigerbbs.com/141e6a3a9725451bfd426b0bdbb68be5","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":4,"crmLevelSwitch":0,"idStr":"3574831020474056","authorIdStr":"3574831020474056"},"htmlText":"慣性太大[開心]&nbsp;","listText":"慣性太大[開心]&nbsp;","text":"慣性太大[開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812784621","repostId":1154569331,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5735052,"gmtCreate":1630625603538,"gmtModify":1663233302969,"authorId":3574831020474056,"author":{"id":3574831020474056,"idStr":"3574831020474056","authorId":3574831020474056,"name":"SunnyLeo","avatar":"https://static.tigerbbs.com/141e6a3a9725451bfd426b0bdbb68be5","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812784621,"type":1,"supId":0,"prevId":0,"content":"[龇牙][龇牙][龇牙]","text":"[龇牙][龇牙][龇牙]","html":"[龇牙][龇牙][龇牙]"}],"langContent":"CN"},{"id":812719917,"gmtCreate":1630624438539,"gmtModify":1676530357019,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3561544476596136","authorIdStr":"3561544476596136"},"htmlText":"瘋狂，太瘋狂了??","listText":"瘋狂，太瘋狂了??","text":"瘋狂，太瘋狂了??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812719917","repostId":1154569331,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812738990,"gmtCreate":1630623938410,"gmtModify":1676530356871,"author":{"id":"3575949053778392","authorId":"3575949053778392","name":"SDLiuSG","avatar":"https://static.tigerbbs.com/00bc0903e8bbdc107f07a92f947eccbe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575949053778392","authorIdStr":"3575949053778392"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812738990","repostId":1154569331,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5734701,"gmtCreate":1630623946215,"gmtModify":1663233304027,"authorId":3575949053778392,"author":{"id":3575949053778392,"idStr":"3575949053778392","authorId":3575949053778392,"name":"SDLiuSG","avatar":"https://static.tigerbbs.com/00bc0903e8bbdc107f07a92f947eccbe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812738990,"type":1,"supId":0,"prevId":0,"content":"<u>share</u>","text":"<u>share</u>","html":"<u>share</u>"}],"langContent":"EN"},{"id":812707823,"gmtCreate":1630622570362,"gmtModify":1676530356463,"author":{"id":"3566969517736877","authorId":"3566969517736877","name":"EricBong","avatar":"https://static.tigerbbs.com/3fde094766f7e452651736b62882d9cc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3566969517736877","authorIdStr":"3566969517736877"},"htmlText":"好好","listText":"好好","text":"好好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812707823","repostId":1154569331,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812450802,"gmtCreate":1630617702606,"gmtModify":1676530355436,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"閱！","listText":"閱！","text":"閱！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812450802","repostId":1154569331,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":812553656,"gmtCreate":1630596108275,"gmtModify":1676530352969,"author":{"id":"3518098665307309","authorId":"3518098665307309","name":"Anzhuo","avatar":"https://static.tigerbbs.com/4e2d012b1a62435aaab466c0d4778e3a","vip":2,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518098665307309","authorIdStr":"3518098665307309"},"htmlText":"老虎首頁這個編輯真的太沒水平了，通脹，貨幣購買力下降，權益類資產當然水漲船高。聽君一席話，如聽一席話。","listText":"老虎首頁這個編輯真的太沒水平了，通脹，貨幣購買力下降，權益類資產當然水漲船高。聽君一席話，如聽一席話。","text":"老虎首頁這個編輯真的太沒水平了，通脹，貨幣購買力下降，權益類資產當然水漲船高。聽君一席話，如聽一席話。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/812553656","repostId":1154569331,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5733929,"gmtCreate":1630617719414,"gmtModify":1663233301547,"authorId":3577393549070429,"author":{"id":3577393549070429,"idStr":"3577393549070429","authorId":3577393549070429,"name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812553656,"type":1,"supId":0,"prevId":0,"content":"好！","text":"好！","html":"好！"},{"id":5733056,"gmtCreate":1630598604557,"gmtModify":1663233296234,"authorId":3513743822381928,"author":{"id":3513743822381928,"idStr":"3513743822381928","authorId":3513743822381928,"name":"天天天天涨停板","avatar":"https://static.tigerbbs.com/90d3bcdd2c49a8ec314d84d8d0f1b24e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812553656,"type":1,"supId":0,"prevId":0,"content":"越来越多的文章不值得一读了[捂脸]","text":"越来越多的文章不值得一读了[捂脸]","html":"越来越多的文章不值得一读了[捂脸]"},{"id":5732747,"gmtCreate":1630596746566,"gmtModify":1663233294245,"authorId":3568628275191639,"author":{"id":3568628275191639,"idStr":"3568628275191639","authorId":3568628275191639,"name":"SGY","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812553656,"type":1,"supId":0,"prevId":0,"content":"[Miser]","text":"[Miser]","html":"[Miser]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":67,"commentSize":10,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1154569331"}