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美美滴玩
07-27
$NVDA 20240816 115.5 PUT$
美美滴玩
2021-08-09
ppl
综述：风格大逆转！半导体新能源跌倒，金融地产吃饱
美美滴玩
2021-05-12
de
@长发魔女:
$納斯達克(.IXIC)$
特朗普引起的泡沫，拜登來澆滅
美美滴玩
2021-02-25
e
@大家一起长大:
$昭衍新藥(06127)$
有賺頭的沒中，沒賺頭的破發了，讓我中籤。
Go to Tiger App to see more news
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ppl","text":"ppl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898259247","repostId":"1199338872","repostType":4,"repost":{"id":"1199338872","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628498352,"share":"https://ttm.financial/m/news/1199338872?lang=&edition=fundamental","pubTime":"2021-08-09 16:39","market":"sh","language":"zh","title":"综述：风格大逆转！半导体新能源跌倒，金融地产吃饱","url":"https://stock-news.laohu8.com/highlight/detail?id=1199338872","media":"老虎资讯综合","summary":"要闻\n中国7月CPI同比上涨1.0%，PPI同比上涨9%\n中国7月居民消费价格同比上涨1.0%， 预期上涨0.8%，前值上涨1.1%；中国7月工业生产者出厂价格（PPI）同比上涨9%，预估为8.8%，","content":"<p><b>要闻</b></p>\n<p><b>中国7月CPI同比上涨1.0%，PPI同比上涨9%</b></p>\n<p>中国7月居民消费价格同比上涨1.0%， 预期上涨0.8%，前值上涨1.1%；中国7月工业生产者出厂价格（PPI）同比上涨9%，预估为8.8%，前值为8.8%。</p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布处理决定：业务总裁和HRG引咎辞职，涉嫌男员工被辞退永不录用</b></p>\n<p>阿里巴巴董事会主席兼CEO张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：同城零售事业群总裁李永和和HRG徐昆引咎辞职，阿里巴巴首席人力资源官童文红记过处分，涉嫌男员工被辞退，永不录用，其是否存在违法行为，警方正在调查取证。阿里接下来将继续在三个方面反思和行动：1、开展对于包括性骚扰在内的员工权益保护的培训和调查，开通专门举报通道。员工的举报，将在确保隐私受到充分保护的前提下，由专人跟进。2、对性骚扰零容忍，由外部专家和员工代表共同制定《反性骚扰行动准则》。3、旗帜鲜明地反对丑陋的陪酒文化，不分性别，阿里巴巴无条件支持员工拒绝陪酒。</p>\n<p><b>消息称<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐推迟在港上市</b></p>\n<p>据路透社旗下媒体IFR：网易云音乐推迟在港上市。</p>\n<p><b><a href=\"https://laohu8.com/S/SOGO\">搜狗</a>：私有化交易预期下半年完成</b></p>\n<p>搜狗在财报中表示，私有化交易现在预期将在今年下半年完成。公告显示，2020年9月29日，搜狗宣布已与<a href=\"https://laohu8.com/S/00700\">腾讯</a>直接或间接全资子公司THL A21 Limited、TitanSupernova Limited和Tencent Mobility Limited签署最终的私有化协议。根据协议，TitanSupernova Limited将以全现金交易的方式与搜狗合并。合并完成后，搜狗将成为腾讯的间接全资子公司。</p>\n<p><b>港股</b></p>\n<p>周一港股三大指数收盘涨跌不一，科网股走势分化，行业板块切换明显。截至收盘，恒指涨0.40%报26283.40点，国指涨0.44%报9313.97点，恒生科技指数跌0.48%报6664.91点。</p>\n<p><img src=\"https://static.tigerbbs.com/5b5199818ae8a169eaae88d128702ea3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，此前弱势的房地产股，消费股、金融股今日齐涨，力撑大市上扬；重型机械股活跃，恒大概念股、建材水泥股涨幅靠前；大型科网股涨跌参半，美团涨3%，网易涨2.58%，腾讯涨1.76%，快手续跌近3%。</p>\n<p>另一方面，前期强势的半导体股、碳中和概念股、汽车股、体育用品股全天表现弱势，军工股跌幅较大，<a href=\"https://laohu8.com/S/02357\">中航科工</a>大跌超14%。今日大市成交额为1475亿港元，南下资金净流48.44亿港元。</p>\n<p>“恒大系”午后走高，<a href=\"https://laohu8.com/S/06666\">恒大物业</a>涨9.66%，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>涨超5%，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>涨3.56%，<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>涨超2%。</p>\n<p>内房股全线大涨，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨8.77%，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>涨超8%，<a href=\"https://laohu8.com/S/02202\">万科企业</a>涨超6%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨近5%。</p>\n<p><a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌2.48%，8月9日凌晨，阿里巴巴董事会主席兼CEO张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：业务总裁和HRG引咎辞职，涉嫌男员工被辞退永不录用。</p>\n<p><img src=\"https://static.tigerbbs.com/edc8b414de31a9c6bdf5e4b4074d86e6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/NW/1153731868\" target=\"_blank\"><b>发生了什么？新能源跌倒，港股全面吃饱！</b></a></p>\n<p><b>A股</b></p>\n<p>今日两市分化明显，沪指涨超1%，创业板指跌近1%，超跌日久的金融地产权重、大消费、传统行业白马股集体反弹，而锂电、芯片等高位高景气赛道股回调，造成主板指数与创业板指、科创板指出现分化走势，整体看市场跷跷板效应显现，高低切换明显。截至收盘，沪指涨1.05%，报3494.63点；深成指涨0.77%，报14941.44点；创业板指跌0.98%，报3456.75点。成交额连续第十四个交易日在万亿上方，北上资金净买入44.66亿。</p>\n<p><img src=\"https://static.tigerbbs.com/076667523a73bba9fa11f0f4d68d4bc4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，家具用品、食品饮料、房地产涨幅居前，半导体、电气设备、有色跌幅前列。短线资金多数流向金融板块，券商、保险、银行股全线上涨，<a href=\"https://laohu8.com/S/600958\">东方证券</a>涨停；食品饮料板块大涨靠前，<a href=\"https://laohu8.com/S/603345\">安井食品</a>等十股涨停；地产板块全天强势，<a href=\"https://laohu8.com/S/600048\">保利地产</a>涨超7%、万科涨5.5%；猪肉概念涨势凌厉，<a href=\"https://laohu8.com/S/002714\">牧原股份</a>涨停；工程机械、家电、造纸等板块涨幅靠前。锂电池、芯片、光伏等高景气度板块遭资金抛售，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>跌超5%，<a href=\"https://laohu8.com/S/601012\">隆基股份</a>跌逾4%。</p>\n<p><b>美股</b></p>\n<p>周一盘前时段，美股三大指数期货小幅走低，截止发稿，标普500指数期货跌0.23%、纳指期货跌0.09%、道指期货跌0.29%。投资者担忧经济刺激措施收紧和Delta病毒的快速传播。</p>\n<p><img src=\"https://static.tigerbbs.com/65d442d0cda53fadcece7e7dbace3d0f\" tg-width=\"1080\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里巴巴美股盘前跌超1%，此前阿里公布“女员工被侵犯”内部处理决定：涉事男员工被辞退 业务总裁和HRG引咎辞职；</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超1%，得克萨斯州超级工厂最快本周开始生产测试用Model Y；</p>\n<p><a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>盘前跌近8%，上周五收涨近90%；</p>\n<p>美股区块链板块盘前走强，<a href=\"https://laohu8.com/S/FTFT\">未来金融科技</a>涨超12%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨近11%，SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨4.2%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨约3.8%，MicroStrategy涨2.84%，Riot Blockchain涨2.7%。</p>\n<p><b>欧股</b></p>\n<p>欧洲主要指数涨跌互现，截至发稿，德国DAX30跌0.12%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.31%，法国CAC40涨0.02%，欧洲斯托克50涨0.05%。</p>\n<p><img src=\"https://static.tigerbbs.com/928f5c624f5ec0d7d20730841532f928\" tg-width=\"826\" tg-height=\"146\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>国际油价重挫，截至发稿，美油日内跌3.4%，报65.65美元/桶；布油日内跌2.95%，报68.20美元/桶。</p>\n<p>油价延续了上周的大幅下跌，原因是美元上涨，以及市场担心亚洲地区新的疫情抑制措施可能使全球燃料需求复苏受挫。但G7指认伊朗是上周油轮遭袭事件幕后黑手，料减缓跌势。</p>\n<p>RBC分析师Gordon Ramsay在一份报告中说：“随着Delta变种病毒感染率的加快，对全球石油需求可能受到侵蚀的担忧再次出现。”澳新银行的分析师指出，亚洲主要石油消费国出台新的限制措施是给需求增长前景蒙上阴影的主要因素，“……(限制措施)恰恰是在夏季旅游旺季到来时出现的，这已经掩盖了其他地方需求强劲的迹象。”</p>\n<p><b>黄金</b></p>\n<p>国际黄金一度重挫逾4%，至3月31日以来新低1690.61美元/盎司，不过目前跌幅已收缩至1%以内，主要受到强劲的非农数据打击。美国就业数据令人们担心，美联储将比预期更快加息，增加了持有非孳息资产黄金的机会成本，金价后市料跌破1666美元。</p>\n<p>短线金价可能继续震荡运行，不过若无法突破6月29日低位1750的阻力，金价可能再度开启跌势。周三出炉的美国7月CPI将继续为金价指引方向，如果CPI继续上行，将与强劲的就业数据共同施压美联储。</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>综述：风格大逆转！半导体新能源跌倒，金融地产吃饱</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综述：风格大逆转！半导体新能源跌倒，金融地产吃饱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-09 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>要闻</b></p>\n<p><b>中国7月CPI同比上涨1.0%，PPI同比上涨9%</b></p>\n<p>中国7月居民消费价格同比上涨1.0%， 预期上涨0.8%，前值上涨1.1%；中国7月工业生产者出厂价格（PPI）同比上涨9%，预估为8.8%，前值为8.8%。</p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布处理决定：业务总裁和HRG引咎辞职，涉嫌男员工被辞退永不录用</b></p>\n<p>阿里巴巴董事会主席兼CEO张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：同城零售事业群总裁李永和和HRG徐昆引咎辞职，阿里巴巴首席人力资源官童文红记过处分，涉嫌男员工被辞退，永不录用，其是否存在违法行为，警方正在调查取证。阿里接下来将继续在三个方面反思和行动：1、开展对于包括性骚扰在内的员工权益保护的培训和调查，开通专门举报通道。员工的举报，将在确保隐私受到充分保护的前提下，由专人跟进。2、对性骚扰零容忍，由外部专家和员工代表共同制定《反性骚扰行动准则》。3、旗帜鲜明地反对丑陋的陪酒文化，不分性别，阿里巴巴无条件支持员工拒绝陪酒。</p>\n<p><b>消息称<a href=\"https://laohu8.com/S/NTES\">网易</a>云音乐推迟在港上市</b></p>\n<p>据路透社旗下媒体IFR：网易云音乐推迟在港上市。</p>\n<p><b><a href=\"https://laohu8.com/S/SOGO\">搜狗</a>：私有化交易预期下半年完成</b></p>\n<p>搜狗在财报中表示，私有化交易现在预期将在今年下半年完成。公告显示，2020年9月29日，搜狗宣布已与<a href=\"https://laohu8.com/S/00700\">腾讯</a>直接或间接全资子公司THL A21 Limited、TitanSupernova Limited和Tencent Mobility Limited签署最终的私有化协议。根据协议，TitanSupernova Limited将以全现金交易的方式与搜狗合并。合并完成后，搜狗将成为腾讯的间接全资子公司。</p>\n<p><b>港股</b></p>\n<p>周一港股三大指数收盘涨跌不一，科网股走势分化，行业板块切换明显。截至收盘，恒指涨0.40%报26283.40点，国指涨0.44%报9313.97点，恒生科技指数跌0.48%报6664.91点。</p>\n<p><img src=\"https://static.tigerbbs.com/5b5199818ae8a169eaae88d128702ea3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，此前弱势的房地产股，消费股、金融股今日齐涨，力撑大市上扬；重型机械股活跃，恒大概念股、建材水泥股涨幅靠前；大型科网股涨跌参半，美团涨3%，网易涨2.58%，腾讯涨1.76%，快手续跌近3%。</p>\n<p>另一方面，前期强势的半导体股、碳中和概念股、汽车股、体育用品股全天表现弱势，军工股跌幅较大，<a href=\"https://laohu8.com/S/02357\">中航科工</a>大跌超14%。今日大市成交额为1475亿港元，南下资金净流48.44亿港元。</p>\n<p>“恒大系”午后走高，<a href=\"https://laohu8.com/S/06666\">恒大物业</a>涨9.66%，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>涨超5%，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>涨3.56%，<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>涨超2%。</p>\n<p>内房股全线大涨，<a href=\"https://laohu8.com/S/01030\">新城发展</a>涨8.77%，<a href=\"https://laohu8.com/S/03900\">绿城中国</a>涨超8%，<a href=\"https://laohu8.com/S/02202\">万科企业</a>涨超6%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>涨近5%。</p>\n<p><a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌2.48%，8月9日凌晨，阿里巴巴董事会主席兼CEO张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：业务总裁和HRG引咎辞职，涉嫌男员工被辞退永不录用。</p>\n<p><img src=\"https://static.tigerbbs.com/edc8b414de31a9c6bdf5e4b4074d86e6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/NW/1153731868\" target=\"_blank\"><b>发生了什么？新能源跌倒，港股全面吃饱！</b></a></p>\n<p><b>A股</b></p>\n<p>今日两市分化明显，沪指涨超1%，创业板指跌近1%，超跌日久的金融地产权重、大消费、传统行业白马股集体反弹，而锂电、芯片等高位高景气赛道股回调，造成主板指数与创业板指、科创板指出现分化走势，整体看市场跷跷板效应显现，高低切换明显。截至收盘，沪指涨1.05%，报3494.63点；深成指涨0.77%，报14941.44点；创业板指跌0.98%，报3456.75点。成交额连续第十四个交易日在万亿上方，北上资金净买入44.66亿。</p>\n<p><img src=\"https://static.tigerbbs.com/076667523a73bba9fa11f0f4d68d4bc4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>盘面上，家具用品、食品饮料、房地产涨幅居前，半导体、电气设备、有色跌幅前列。短线资金多数流向金融板块，券商、保险、银行股全线上涨，<a href=\"https://laohu8.com/S/600958\">东方证券</a>涨停；食品饮料板块大涨靠前，<a href=\"https://laohu8.com/S/603345\">安井食品</a>等十股涨停；地产板块全天强势，<a href=\"https://laohu8.com/S/600048\">保利地产</a>涨超7%、万科涨5.5%；猪肉概念涨势凌厉，<a href=\"https://laohu8.com/S/002714\">牧原股份</a>涨停；工程机械、家电、造纸等板块涨幅靠前。锂电池、芯片、光伏等高景气度板块遭资金抛售，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>跌超5%，<a href=\"https://laohu8.com/S/601012\">隆基股份</a>跌逾4%。</p>\n<p><b>美股</b></p>\n<p>周一盘前时段，美股三大指数期货小幅走低，截止发稿，标普500指数期货跌0.23%、纳指期货跌0.09%、道指期货跌0.29%。投资者担忧经济刺激措施收紧和Delta病毒的快速传播。</p>\n<p><img src=\"https://static.tigerbbs.com/65d442d0cda53fadcece7e7dbace3d0f\" tg-width=\"1080\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里巴巴美股盘前跌超1%，此前阿里公布“女员工被侵犯”内部处理决定：涉事男员工被辞退 业务总裁和HRG引咎辞职；</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超1%，得克萨斯州超级工厂最快本周开始生产测试用Model Y；</p>\n<p><a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>盘前跌近8%，上周五收涨近90%；</p>\n<p>美股区块链板块盘前走强，<a href=\"https://laohu8.com/S/FTFT\">未来金融科技</a>涨超12%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨近11%，SOS、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨4.2%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨约3.8%，MicroStrategy涨2.84%，Riot Blockchain涨2.7%。</p>\n<p><b>欧股</b></p>\n<p>欧洲主要指数涨跌互现，截至发稿，德国DAX30跌0.12%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.31%，法国CAC40涨0.02%，欧洲斯托克50涨0.05%。</p>\n<p><img src=\"https://static.tigerbbs.com/928f5c624f5ec0d7d20730841532f928\" tg-width=\"826\" tg-height=\"146\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>国际油价重挫，截至发稿，美油日内跌3.4%，报65.65美元/桶；布油日内跌2.95%，报68.20美元/桶。</p>\n<p>油价延续了上周的大幅下跌，原因是美元上涨，以及市场担心亚洲地区新的疫情抑制措施可能使全球燃料需求复苏受挫。但G7指认伊朗是上周油轮遭袭事件幕后黑手，料减缓跌势。</p>\n<p>RBC分析师Gordon Ramsay在一份报告中说：“随着Delta变种病毒感染率的加快，对全球石油需求可能受到侵蚀的担忧再次出现。”澳新银行的分析师指出，亚洲主要石油消费国出台新的限制措施是给需求增长前景蒙上阴影的主要因素，“……(限制措施)恰恰是在夏季旅游旺季到来时出现的，这已经掩盖了其他地方需求强劲的迹象。”</p>\n<p><b>黄金</b></p>\n<p>国际黄金一度重挫逾4%，至3月31日以来新低1690.61美元/盎司，不过目前跌幅已收缩至1%以内，主要受到强劲的非农数据打击。美国就业数据令人们担心，美联储将比预期更快加息，增加了持有非孳息资产黄金的机会成本，金价后市料跌破1666美元。</p>\n<p>短线金价可能继续震荡运行，不过若无法突破6月29日低位1750的阻力，金价可能再度开启跌势。周三出炉的美国7月CPI将继续为金价指引方向，如果CPI继续上行，将与强劲的就业数据共同施压美联储。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"160640":"新能源","160814":"金融地产","399001":"深证成指","399006":"创业板指","399941":"新能源","VUKE.UK":"英国富时100","HSCCI":"红筹指数",".DJI":"道琼斯","HSCEI":"国企指数",".IXIC":"NASDAQ Composite","BABA":"阿里巴巴","HSI":"恒生指数",".SPX":"S&P 500 Index","HSTECH":"恒生科技指数","000001.SH":"上证指数","09988":"阿里巴巴-W","000941.SH":"新能源"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199338872","content_text":"要闻\n中国7月CPI同比上涨1.0%，PPI同比上涨9%\n中国7月居民消费价格同比上涨1.0%， 预期上涨0.8%，前值上涨1.1%；中国7月工业生产者出厂价格（PPI）同比上涨9%，预估为8.8%，前值为8.8%。\n阿里巴巴公布处理决定：业务总裁和HRG引咎辞职，涉嫌男员工被辞退永不录用\n阿里巴巴董事会主席兼CEO张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：同城零售事业群总裁李永和和HRG徐昆引咎辞职，阿里巴巴首席人力资源官童文红记过处分，涉嫌男员工被辞退，永不录用，其是否存在违法行为，警方正在调查取证。阿里接下来将继续在三个方面反思和行动：1、开展对于包括性骚扰在内的员工权益保护的培训和调查，开通专门举报通道。员工的举报，将在确保隐私受到充分保护的前提下，由专人跟进。2、对性骚扰零容忍，由外部专家和员工代表共同制定《反性骚扰行动准则》。3、旗帜鲜明地反对丑陋的陪酒文化，不分性别，阿里巴巴无条件支持员工拒绝陪酒。\n消息称网易云音乐推迟在港上市\n据路透社旗下媒体IFR：网易云音乐推迟在港上市。\n搜狗：私有化交易预期下半年完成\n搜狗在财报中表示，私有化交易现在预期将在今年下半年完成。公告显示，2020年9月29日，搜狗宣布已与腾讯直接或间接全资子公司THL A21 Limited、TitanSupernova Limited和Tencent Mobility Limited签署最终的私有化协议。根据协议，TitanSupernova Limited将以全现金交易的方式与搜狗合并。合并完成后，搜狗将成为腾讯的间接全资子公司。\n港股\n周一港股三大指数收盘涨跌不一，科网股走势分化，行业板块切换明显。截至收盘，恒指涨0.40%报26283.40点，国指涨0.44%报9313.97点，恒生科技指数跌0.48%报6664.91点。\n\n盘面上，此前弱势的房地产股，消费股、金融股今日齐涨，力撑大市上扬；重型机械股活跃，恒大概念股、建材水泥股涨幅靠前；大型科网股涨跌参半，美团涨3%，网易涨2.58%，腾讯涨1.76%，快手续跌近3%。\n另一方面，前期强势的半导体股、碳中和概念股、汽车股、体育用品股全天表现弱势，军工股跌幅较大，中航科工大跌超14%。今日大市成交额为1475亿港元，南下资金净流48.44亿港元。\n“恒大系”午后走高，恒大物业涨9.66%，中国恒大涨超5%，恒大汽车涨3.56%，恒腾网络涨超2%。\n内房股全线大涨，新城发展涨8.77%，绿城中国涨超8%，万科企业涨超6%，碧桂园涨近5%。\n阿里巴巴跌2.48%，8月9日凌晨，阿里巴巴董事会主席兼CEO张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定：业务总裁和HRG引咎辞职，涉嫌男员工被辞退永不录用。\n\n发生了什么？新能源跌倒，港股全面吃饱！\nA股\n今日两市分化明显，沪指涨超1%，创业板指跌近1%，超跌日久的金融地产权重、大消费、传统行业白马股集体反弹，而锂电、芯片等高位高景气赛道股回调，造成主板指数与创业板指、科创板指出现分化走势，整体看市场跷跷板效应显现，高低切换明显。截至收盘，沪指涨1.05%，报3494.63点；深成指涨0.77%，报14941.44点；创业板指跌0.98%，报3456.75点。成交额连续第十四个交易日在万亿上方，北上资金净买入44.66亿。\n\n盘面上，家具用品、食品饮料、房地产涨幅居前，半导体、电气设备、有色跌幅前列。短线资金多数流向金融板块，券商、保险、银行股全线上涨，东方证券涨停；食品饮料板块大涨靠前，安井食品等十股涨停；地产板块全天强势，保利地产涨超7%、万科涨5.5%；猪肉概念涨势凌厉，牧原股份涨停；工程机械、家电、造纸等板块涨幅靠前。锂电池、芯片、光伏等高景气度板块遭资金抛售，宁德时代、韦尔股份跌超5%，隆基股份跌逾4%。\n美股\n周一盘前时段，美股三大指数期货小幅走低，截止发稿，标普500指数期货跌0.23%、纳指期货跌0.09%、道指期货跌0.29%。投资者担忧经济刺激措施收紧和Delta病毒的快速传播。\n\n阿里巴巴美股盘前跌超1%，此前阿里公布“女员工被侵犯”内部处理决定：涉事男员工被辞退 业务总裁和HRG引咎辞职；\n特斯拉盘前涨超1%，得克萨斯州超级工厂最快本周开始生产测试用Model Y；\n开心汽车盘前跌近8%，上周五收涨近90%；\n美股区块链板块盘前走强，未来金融科技涨超12%，比特矿业涨近11%，SOS、嘉楠科技涨4.2%，亿邦国际、第九城市涨约3.8%，MicroStrategy涨2.84%，Riot Blockchain涨2.7%。\n欧股\n欧洲主要指数涨跌互现，截至发稿，德国DAX30跌0.12%，英国富时100跌0.31%，法国CAC40涨0.02%，欧洲斯托克50涨0.05%。\n\n原油\n国际油价重挫，截至发稿，美油日内跌3.4%，报65.65美元/桶；布油日内跌2.95%，报68.20美元/桶。\n油价延续了上周的大幅下跌，原因是美元上涨，以及市场担心亚洲地区新的疫情抑制措施可能使全球燃料需求复苏受挫。但G7指认伊朗是上周油轮遭袭事件幕后黑手，料减缓跌势。\nRBC分析师Gordon Ramsay在一份报告中说：“随着Delta变种病毒感染率的加快，对全球石油需求可能受到侵蚀的担忧再次出现。”澳新银行的分析师指出，亚洲主要石油消费国出台新的限制措施是给需求增长前景蒙上阴影的主要因素，“……(限制措施)恰恰是在夏季旅游旺季到来时出现的，这已经掩盖了其他地方需求强劲的迹象。”\n黄金\n国际黄金一度重挫逾4%，至3月31日以来新低1690.61美元/盎司，不过目前跌幅已收缩至1%以内，主要受到强劲的非农数据打击。美国就业数据令人们担心，美联储将比预期更快加息，增加了持有非孳息资产黄金的机会成本，金价后市料跌破1666美元。\n短线金价可能继续震荡运行，不过若无法突破6月29日低位1750的阻力，金价可能再度开启跌势。周三出炉的美国7月CPI将继续为金价指引方向，如果CPI继续上行，将与强劲的就业数据共同施压美联储。","news_type":1},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191059394,"gmtCreate":1620829156618,"gmtModify":1704349045148,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432436743234777","authorIdStr":"3432436743234777"},"themes":[],"htmlText":"de","listText":"de","text":"de","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/191059394","repostId":"191021222","repostType":1,"repost":{"id":191021222,"gmtCreate":1620828864566,"gmtModify":1704349034626,"author":{"id":"40233089736680","authorId":"40233089736680","name":"长发魔女","avatar":"https://static.tigerbbs.com/5bbe93e6590bba9caf4fa914bde239d2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"40233089736680","authorIdStr":"40233089736680"},"themes":[],"htmlText":"<a 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