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2021-05-12
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2021-05-06
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2021-04-23
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2021-03-15
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2020-12-18
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2020-11-25
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2020-11-19
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2020-06-04
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2020-01-29
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2020-01-09
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2019-12-15
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2019-11-16
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2019-10-18
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2019-09-28
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馬曼然:2440點至今已經一年零7個月了,我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月,很巧合,還有一個巧合就是,上次2013年是錢荒,2014年開始流動性寬鬆最後走向氾濫,這次呢,過去幾年我們是去槓桿,今年開始我們的爲了應對疫情的衝擊,貨幣政策出現了180度大扭轉,貨幣已經開始越來越寬鬆,甚至走向了氾濫,我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的,也就是說,按照歷史經驗,一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問:那今年股市是否有希望擺脫底部構築進而走向牛市週期呢?似乎股民已經對牛市不再抱有希望。 馬曼然:牛市肯定還有的,中國股市的體量還很小,直接融資比例還是很低的,居民資產裏股市配置比例也是非常低的,只有5~6%,而歐美髮達國家這塊資產配置比例是我們的十倍,所以中國股市長期來看還是一個新興的市場,還有很大的發展潛力很很長的路要走,這個信心是要有的,而且隨着上市公司越來越科技化,越來越貼近消費化,未來牛股會越來越多,機會也會越來越多,關鍵是要會選擇機會,盤子大了,過去那種同漲同跌的大市很少了,機構化,擇股優質化是股民的挑戰。 問:那馬老師,未來主要如何選擇行業方向呢? 馬曼然:我年初以來一直強調幾個關鍵詞,剛需、高頻、吃喝。長期也是這個方向,落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問:這些方向都是當前的熱點,未來還有多大空間呢? 馬曼然:剛開始,消費股的牛市目前處於中期階段,醫藥股的牛市處於初期階段,科技股尤其是硬科技這塊剛剛開始。 問:消費股今年是高光時刻,但居民消費是否能夠支撐這個行業持續走高? 馬曼然:消費股正處於品質升級、存量優化階段,也就是說整個蛋糕不一定繼續放多大,但龍頭品牌加速提高市佔率,同時進行產品升級,說白了就是毛利率提升階段,所","listText":"問:如何看待當前A股大市的走勢? 馬曼然:2440點至今已經一年零7個月了,我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月,很巧合,還有一個巧合就是,上次2013年是錢荒,2014年開始流動性寬鬆最後走向氾濫,這次呢,過去幾年我們是去槓桿,今年開始我們的爲了應對疫情的衝擊,貨幣政策出現了180度大扭轉,貨幣已經開始越來越寬鬆,甚至走向了氾濫,我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的,也就是說,按照歷史經驗,一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問:那今年股市是否有希望擺脫底部構築進而走向牛市週期呢?似乎股民已經對牛市不再抱有希望。 馬曼然:牛市肯定還有的,中國股市的體量還很小,直接融資比例還是很低的,居民資產裏股市配置比例也是非常低的,只有5~6%,而歐美髮達國家這塊資產配置比例是我們的十倍,所以中國股市長期來看還是一個新興的市場,還有很大的發展潛力很很長的路要走,這個信心是要有的,而且隨着上市公司越來越科技化,越來越貼近消費化,未來牛股會越來越多,機會也會越來越多,關鍵是要會選擇機會,盤子大了,過去那種同漲同跌的大市很少了,機構化,擇股優質化是股民的挑戰。 問:那馬老師,未來主要如何選擇行業方向呢? 馬曼然:我年初以來一直強調幾個關鍵詞,剛需、高頻、吃喝。長期也是這個方向,落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問:這些方向都是當前的熱點,未來還有多大空間呢? 馬曼然:剛開始,消費股的牛市目前處於中期階段,醫藥股的牛市處於初期階段,科技股尤其是硬科技這塊剛剛開始。 問:消費股今年是高光時刻,但居民消費是否能夠支撐這個行業持續走高? 馬曼然:消費股正處於品質升級、存量優化階段,也就是說整個蛋糕不一定繼續放多大,但龍頭品牌加速提高市佔率,同時進行產品升級,說白了就是毛利率提升階段,所","text":"問:如何看待當前A股大市的走勢? 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Digital,Inc(BTBT)$BTBT....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322498993","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393124562,"gmtCreate":1606264290856,"gmtModify":1704964710292,"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3445831548099450","authorIdStr":"3445831548099450"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393124562","repostId":"1153306652","repostType":2,"repost":{"id":"1153306652","kind":"news","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":1606261411,"share":"https://ttm.financial/m/news/1153306652?lang=&edition=fundamental","pubTime":"2020-11-25 07:43","market":"us","language":"zh","title":"昨夜今晨:道指首次突破3万点,特斯拉再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1153306652","media":"老虎资讯综合","summary":"摘要:美股两连涨!道指站上3万点,特斯拉市值破5000亿;金价收跌近2%创四个月新低,一度击穿1800美元关口;特朗普闪现新闻发布会,就道指首破三万点抢功;美媒称,白宫批准向拜登团队提供总统每日简报;","content":"<blockquote>摘要:美股两连涨!道指站上3万点,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值破5000亿;金价收跌近2%创四个月新低,一度击穿1800美元关口;特朗普闪现新闻发布会,就道指首破三万点抢功;美媒称,白宫批准向拜登团队提供总统每日简报;<a href=\"https://laohu8.com/S/UK\">优客工场</a>借壳登陆纳斯达克,收盘下跌4.82%。</blockquote><p>海外市场</p><p>1、美股两连涨!道指站上3万点 特斯拉市值破5000亿</p><p>美股周二高开高走全线收涨,其中道指大涨超450点,首次收于三万点上方创历史新高,因特朗普政府准备启动过渡进程,降低了大选出现意外结果的可能,以及耶伦有望当选财长,可能会启动更多的财政刺激措施。恐慌指数VIX跌4.5%,报21.64点。截至收盘,道指涨幅为1.54%,纳指涨幅为1.31%;标普500指数涨幅为1.62%。</p><p>2、热门中概股多数收涨 <a href=\"https://laohu8.com/S/BEST\">百世集团</a>股价大涨逾12%</p><p>热门中概股多数收涨,其中百世股价大涨12.08%。其他热门中概股方面,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3.65%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨2.05%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.58%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.99%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.88%,微博跌0.13%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌0.76%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌3.38%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌2.13%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.73%。</p><p>3、疫苗利好、库存下降,推动美油大涨4.3%</p><p>原油期货价格周二收盘上涨,延续此前一个交易日的上涨走势,原因是疫苗研发取得进展令投资者受到了鼓舞。纽约商品交易所明年1月份交割的西德克萨斯轻质原油(WTI)期货价格上涨1.85美元,报收于每桶44.91美元,涨幅为4.3%。</p><p>4、金价收跌近2%创四个月新低 一度击穿1800美元关口</p><p>黄金期货价格周二收盘再次大幅下跌,盘中一度击穿每盎司1800美元的关键支撑位,原因是新冠肺炎的治疗措施取得进展,从而降低了投资者对身为安全避风港资产的黄金的需求。纽约商品交易所12月份交割的黄金期货价格下跌33.20美元,报收于每盎司1804.60美元,跌幅为1.8%,创下了自7月中旬以来的最低收盘价。</p><p>5、疫苗相关乐观情绪继续增强,欧股收涨近1%!油气股大涨逾4%</p><p>欧洲股市周二收盘上涨,原因是人们越来越乐观地认为已经发现了另一种有效的新冠病毒疫苗。与此同时,有消息称特朗普政府已经接受了当选总统乔·拜登(Joe Biden)的过渡。泛欧斯托克600指数上涨3.55点,报收于392.39点,涨幅为0.91%,多数行业板块和欧洲主要国家的股市均收盘走高,其<a href=\"https://laohu8.com/S/PTR\">中石油</a>和天然气类股领涨,这个板块大幅上涨了4.3%。</p><p>国际宏观</p><p>1、美媒:白宫批准向拜登团队提供总统每日简报</p><p>美国广播公司(ABC)刚刚消息,美国国家情报主任办公室(ODNI)称,白宫批准向“当选总统”拜登的团队提供总统每日简报,“作为支持过渡的一部分”。</p><p>2、<a href=\"https://laohu8.com/NW/1181874702\" target=\"_blank\">特朗普闪现新闻发布会 就道指首破三万点抢功</a></p><p>美国总统特朗普周二短暂露面,仅提到道琼斯工业股票平均价格指数首次突破3万点大关,一分钟后便消失,没有回答问题。</p><p>3、姆努钦将4550亿美元未用完资金转走 耶伦或将巧妇难为无米之炊</p><p>美国财长史蒂文-姆努钦将此前一轮刺激法案中未用完的4550亿美元资金转入一个账户,而其可能的继任者、前美联储主席珍妮特-耶伦将需要获得国会授权才能使用这笔资金。</p><p>4、经济复苏降温,刺激前景不确定!美国“新财长”耶伦面临严峻挑战</p><p>作为当选总统拜登新提名的财政部长,前美联储主席珍妮特-耶伦(Janet Yellen)将面临诸多挑战,经济复苏似乎正在失去动力,国会出台更多刺激措施的前景也不确定。</p><p>5、国际航空运输协会:全球航空公司将在这轮衰退中损失1570亿美元</p><p>全球航空业的最权威机构周二警告称,今明两年航空公司将总计亏损1570亿美元。鉴于第二波新冠疫情和主要市场的关闭,航空公司进一步下调了行业前景。</p><p>6、英国央行行长:无协议脱欧对英国经济的影响或比新冠疫情更糟</p><p>英格兰银行行长安德鲁-贝利(Andrew Bailey)警告称,如果不能与欧盟达成新的贸易协议,对英国经济造成的长期损害将超过冠状病毒大流行。</p><p><b>公司新闻</b></p><p>1、<a href=\"https://laohu8.com/NW/2086249015\" target=\"_blank\">特斯拉股价收涨逾6%创新高 市值首次突破5000亿美元大关</a></p><p>特斯拉股价周二收盘大涨6.43%,刷新收盘历史高位至555.38美元,市值首次突破5000亿美元大关,达到5264亿美元。由于将被纳入标普500指数的消息激发了投资者的买盘热潮,特斯拉公司股价屡次刷新纪录高点,市值史上首次突破5000亿美元大关。</p><p>2、<a href=\"https://laohu8.com/NW/2086499742\" target=\"_blank\">惠普第四财季业绩超出预期,盘后股价大涨近6%</a></p><p>报告显示,惠普第四季度净营收为153亿美元,与去年同期的154亿美元相比下降1.0%,但仍超出华尔街分析师预期。惠普第四季度净利润为7亿美元,与去年同期的4亿美元相比增长72%;每股摊薄收益为0.49美元,与去年同期的0.26美元相比增长88%。</p><p>3、<a href=\"https://laohu8.com/NW/2086245837\" target=\"_blank\">通用电气警告:在复苏缓慢情况下 航空部门将进一步裁员</a></p><p>通用电气公司周二警告称,其航空部门将进一步裁员,理由是受新冠疫情影响航空业将复苏缓慢。裁员是该公司航空部门面临的最新挫折,尽管美国监管机构结束了<a href=\"https://laohu8.com/S/BA\">波音</a>737 MAX机型20个月的停飞,且新冠疫苗研发企业报告了积极数据,但航空业的困境预计会持续到2021年。</p><p>4、<a href=\"https://laohu8.com/NW/2086774245\" target=\"_blank\">英国欲加码对$谷歌反垄断监管</a></p><p>据外媒报道,英国正准备就美国科技公司谷歌最新的广告数据系统修正计划展开反垄断调查评估。</p><p>5、<a href=\"https://laohu8.com/NW/1177099328\" target=\"_blank\">京东健康寻求通过香港IPO募集高达270亿港元</a></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>健康寻求通过香港IPO募集高达270亿港元,拟发售3.819亿股股份,价格区间62.8-70.58港元,预期将于12月8日于港交所上市。</p><p>6、<a href=\"https://laohu8.com/NW/2086246050\" target=\"_blank\">优客工场借壳登陆纳斯达克,收盘下跌4.82%</a></p><p><a href=\"https://laohu8.com/S/UK\">优客工场</a>周二正式敲钟纳斯达克,交易代码为“UK”,开盘价9.25美元。截至收盘,优客工场股价报8.3美元,跌幅4.82%,市值6.18亿美元。</p><p>据优客工场11月19日公告显示,特殊目的收购公司(SPAC)<a href=\"https://laohu8.com/S/ORSN\">Orisun Acquisition</a> Corp.和优客工场联合宣布完成合并。这意味着优客工场正式以SPAC登陆美股市场,纳斯达克交易代码为“UK“,优客工场也因此成为“联合办公第一股”。</p><p>7、<a href=\"https://laohu8.com/NW/2086245241\" target=\"_blank\">Tiffany中国销售涨超70%,黑五销售季疲软BestBuy大跌</a></p><p>周二(11月23日),将被法国奢侈品巨头路威酩轩集团(LVMH)收购的<a href=\"https://laohu8.com/S/TIF\">蒂芙尼</a>(Tiffany & Co)公布的季度利润超过华尔街预期,主要得益于中国销售增长逾70%,以及国内需求的复苏。<a href=\"https://laohu8.com/S/BBY\">百思买</a>公司(Best Buy Co.)公布的第三财季业绩超出了分析师的预期,但该公司发出警告,下调了假日季预期,导致股价暴跌6.5%至114.12美元。</p><p>8、Roblox冲刺美股:前9个月营收近6亿美元,腾讯是股东</p><p>游戏发布者平台Roblox Corporation(简称:“Roblox”)日前向美国SEC递交招股书,准备在纽交所上市,股票代码为:“RBLX”。</p><p>招股书显示,Roblox在2018年、2019年营收分别为3.13亿美元、4.88亿美元;Roblox在2020年前9个月营收5.89亿美元,上年同期营收为3.5亿美元。Roblox在2018年、2019年运营亏损分别为9665万美元、9145万美元;Roblox在2020年前9个月运营亏损为2.06亿美元,上年同期的运营亏损为5090万美元。2019年,腾讯已与Roblox达成合作,主导合作的人也是马晓轶。</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>昨夜今晨:道指首次突破3万点,特斯拉再创新高</title>\n<style 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}\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昨夜今晨:道指首次突破3万点,特斯拉再创新高\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\">2020-11-25 07:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要:美股两连涨!道指站上3万点,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值破5000亿;金价收跌近2%创四个月新低,一度击穿1800美元关口;特朗普闪现新闻发布会,就道指首破三万点抢功;美媒称,白宫批准向拜登团队提供总统每日简报;<a href=\"https://laohu8.com/S/UK\">优客工场</a>借壳登陆纳斯达克,收盘下跌4.82%。</blockquote><p>海外市场</p><p>1、美股两连涨!道指站上3万点 特斯拉市值破5000亿</p><p>美股周二高开高走全线收涨,其中道指大涨超450点,首次收于三万点上方创历史新高,因特朗普政府准备启动过渡进程,降低了大选出现意外结果的可能,以及耶伦有望当选财长,可能会启动更多的财政刺激措施。恐慌指数VIX跌4.5%,报21.64点。截至收盘,道指涨幅为1.54%,纳指涨幅为1.31%;标普500指数涨幅为1.62%。</p><p>2、热门中概股多数收涨 <a href=\"https://laohu8.com/S/BEST\">百世集团</a>股价大涨逾12%</p><p>热门中概股多数收涨,其中百世股价大涨12.08%。其他热门中概股方面,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨3.65%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨2.05%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨2.58%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.99%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.88%,微博跌0.13%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌0.76%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌3.38%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌2.13%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.73%。</p><p>3、疫苗利好、库存下降,推动美油大涨4.3%</p><p>原油期货价格周二收盘上涨,延续此前一个交易日的上涨走势,原因是疫苗研发取得进展令投资者受到了鼓舞。纽约商品交易所明年1月份交割的西德克萨斯轻质原油(WTI)期货价格上涨1.85美元,报收于每桶44.91美元,涨幅为4.3%。</p><p>4、金价收跌近2%创四个月新低 一度击穿1800美元关口</p><p>黄金期货价格周二收盘再次大幅下跌,盘中一度击穿每盎司1800美元的关键支撑位,原因是新冠肺炎的治疗措施取得进展,从而降低了投资者对身为安全避风港资产的黄金的需求。纽约商品交易所12月份交割的黄金期货价格下跌33.20美元,报收于每盎司1804.60美元,跌幅为1.8%,创下了自7月中旬以来的最低收盘价。</p><p>5、疫苗相关乐观情绪继续增强,欧股收涨近1%!油气股大涨逾4%</p><p>欧洲股市周二收盘上涨,原因是人们越来越乐观地认为已经发现了另一种有效的新冠病毒疫苗。与此同时,有消息称特朗普政府已经接受了当选总统乔·拜登(Joe Biden)的过渡。泛欧斯托克600指数上涨3.55点,报收于392.39点,涨幅为0.91%,多数行业板块和欧洲主要国家的股市均收盘走高,其<a href=\"https://laohu8.com/S/PTR\">中石油</a>和天然气类股领涨,这个板块大幅上涨了4.3%。</p><p>国际宏观</p><p>1、美媒:白宫批准向拜登团队提供总统每日简报</p><p>美国广播公司(ABC)刚刚消息,美国国家情报主任办公室(ODNI)称,白宫批准向“当选总统”拜登的团队提供总统每日简报,“作为支持过渡的一部分”。</p><p>2、<a href=\"https://laohu8.com/NW/1181874702\" target=\"_blank\">特朗普闪现新闻发布会 就道指首破三万点抢功</a></p><p>美国总统特朗普周二短暂露面,仅提到道琼斯工业股票平均价格指数首次突破3万点大关,一分钟后便消失,没有回答问题。</p><p>3、姆努钦将4550亿美元未用完资金转走 耶伦或将巧妇难为无米之炊</p><p>美国财长史蒂文-姆努钦将此前一轮刺激法案中未用完的4550亿美元资金转入一个账户,而其可能的继任者、前美联储主席珍妮特-耶伦将需要获得国会授权才能使用这笔资金。</p><p>4、经济复苏降温,刺激前景不确定!美国“新财长”耶伦面临严峻挑战</p><p>作为当选总统拜登新提名的财政部长,前美联储主席珍妮特-耶伦(Janet Yellen)将面临诸多挑战,经济复苏似乎正在失去动力,国会出台更多刺激措施的前景也不确定。</p><p>5、国际航空运输协会:全球航空公司将在这轮衰退中损失1570亿美元</p><p>全球航空业的最权威机构周二警告称,今明两年航空公司将总计亏损1570亿美元。鉴于第二波新冠疫情和主要市场的关闭,航空公司进一步下调了行业前景。</p><p>6、英国央行行长:无协议脱欧对英国经济的影响或比新冠疫情更糟</p><p>英格兰银行行长安德鲁-贝利(Andrew Bailey)警告称,如果不能与欧盟达成新的贸易协议,对英国经济造成的长期损害将超过冠状病毒大流行。</p><p><b>公司新闻</b></p><p>1、<a href=\"https://laohu8.com/NW/2086249015\" target=\"_blank\">特斯拉股价收涨逾6%创新高 市值首次突破5000亿美元大关</a></p><p>特斯拉股价周二收盘大涨6.43%,刷新收盘历史高位至555.38美元,市值首次突破5000亿美元大关,达到5264亿美元。由于将被纳入标普500指数的消息激发了投资者的买盘热潮,特斯拉公司股价屡次刷新纪录高点,市值史上首次突破5000亿美元大关。</p><p>2、<a href=\"https://laohu8.com/NW/2086499742\" target=\"_blank\">惠普第四财季业绩超出预期,盘后股价大涨近6%</a></p><p>报告显示,惠普第四季度净营收为153亿美元,与去年同期的154亿美元相比下降1.0%,但仍超出华尔街分析师预期。惠普第四季度净利润为7亿美元,与去年同期的4亿美元相比增长72%;每股摊薄收益为0.49美元,与去年同期的0.26美元相比增长88%。</p><p>3、<a href=\"https://laohu8.com/NW/2086245837\" target=\"_blank\">通用电气警告:在复苏缓慢情况下 航空部门将进一步裁员</a></p><p>通用电气公司周二警告称,其航空部门将进一步裁员,理由是受新冠疫情影响航空业将复苏缓慢。裁员是该公司航空部门面临的最新挫折,尽管美国监管机构结束了<a href=\"https://laohu8.com/S/BA\">波音</a>737 MAX机型20个月的停飞,且新冠疫苗研发企业报告了积极数据,但航空业的困境预计会持续到2021年。</p><p>4、<a href=\"https://laohu8.com/NW/2086774245\" target=\"_blank\">英国欲加码对$谷歌反垄断监管</a></p><p>据外媒报道,英国正准备就美国科技公司谷歌最新的广告数据系统修正计划展开反垄断调查评估。</p><p>5、<a href=\"https://laohu8.com/NW/1177099328\" target=\"_blank\">京东健康寻求通过香港IPO募集高达270亿港元</a></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>健康寻求通过香港IPO募集高达270亿港元,拟发售3.819亿股股份,价格区间62.8-70.58港元,预期将于12月8日于港交所上市。</p><p>6、<a href=\"https://laohu8.com/NW/2086246050\" target=\"_blank\">优客工场借壳登陆纳斯达克,收盘下跌4.82%</a></p><p><a href=\"https://laohu8.com/S/UK\">优客工场</a>周二正式敲钟纳斯达克,交易代码为“UK”,开盘价9.25美元。截至收盘,优客工场股价报8.3美元,跌幅4.82%,市值6.18亿美元。</p><p>据优客工场11月19日公告显示,特殊目的收购公司(SPAC)<a href=\"https://laohu8.com/S/ORSN\">Orisun Acquisition</a> Corp.和优客工场联合宣布完成合并。这意味着优客工场正式以SPAC登陆美股市场,纳斯达克交易代码为“UK“,优客工场也因此成为“联合办公第一股”。</p><p>7、<a href=\"https://laohu8.com/NW/2086245241\" target=\"_blank\">Tiffany中国销售涨超70%,黑五销售季疲软BestBuy大跌</a></p><p>周二(11月23日),将被法国奢侈品巨头路威酩轩集团(LVMH)收购的<a href=\"https://laohu8.com/S/TIF\">蒂芙尼</a>(Tiffany & Co)公布的季度利润超过华尔街预期,主要得益于中国销售增长逾70%,以及国内需求的复苏。<a href=\"https://laohu8.com/S/BBY\">百思买</a>公司(Best Buy Co.)公布的第三财季业绩超出了分析师的预期,但该公司发出警告,下调了假日季预期,导致股价暴跌6.5%至114.12美元。</p><p>8、Roblox冲刺美股:前9个月营收近6亿美元,腾讯是股东</p><p>游戏发布者平台Roblox Corporation(简称:“Roblox”)日前向美国SEC递交招股书,准备在纽交所上市,股票代码为:“RBLX”。</p><p>招股书显示,Roblox在2018年、2019年营收分别为3.13亿美元、4.88亿美元;Roblox在2020年前9个月营收5.89亿美元,上年同期营收为3.5亿美元。Roblox在2018年、2019年运营亏损分别为9665万美元、9145万美元;Roblox在2020年前9个月运营亏损为2.06亿美元,上年同期的运营亏损为5090万美元。2019年,腾讯已与Roblox达成合作,主导合作的人也是马晓轶。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153306652","content_text":"摘要:美股两连涨!道指站上3万点,特斯拉市值破5000亿;金价收跌近2%创四个月新低,一度击穿1800美元关口;特朗普闪现新闻发布会,就道指首破三万点抢功;美媒称,白宫批准向拜登团队提供总统每日简报;优客工场借壳登陆纳斯达克,收盘下跌4.82%。海外市场1、美股两连涨!道指站上3万点 特斯拉市值破5000亿美股周二高开高走全线收涨,其中道指大涨超450点,首次收于三万点上方创历史新高,因特朗普政府准备启动过渡进程,降低了大选出现意外结果的可能,以及耶伦有望当选财长,可能会启动更多的财政刺激措施。恐慌指数VIX跌4.5%,报21.64点。截至收盘,道指涨幅为1.54%,纳指涨幅为1.31%;标普500指数涨幅为1.62%。2、热门中概股多数收涨 百世集团股价大涨逾12%热门中概股多数收涨,其中百世股价大涨12.08%。其他热门中概股方面,阿里巴巴涨3.65%,拼多多涨2.05%,京东涨2.58%,百度涨0.99%,网易涨2.88%,微博跌0.13%,哔哩哔哩跌0.76%,蔚来跌3.38%,小鹏汽车跌2.13%,理想汽车涨0.73%。3、疫苗利好、库存下降,推动美油大涨4.3%原油期货价格周二收盘上涨,延续此前一个交易日的上涨走势,原因是疫苗研发取得进展令投资者受到了鼓舞。纽约商品交易所明年1月份交割的西德克萨斯轻质原油(WTI)期货价格上涨1.85美元,报收于每桶44.91美元,涨幅为4.3%。4、金价收跌近2%创四个月新低 一度击穿1800美元关口黄金期货价格周二收盘再次大幅下跌,盘中一度击穿每盎司1800美元的关键支撑位,原因是新冠肺炎的治疗措施取得进展,从而降低了投资者对身为安全避风港资产的黄金的需求。纽约商品交易所12月份交割的黄金期货价格下跌33.20美元,报收于每盎司1804.60美元,跌幅为1.8%,创下了自7月中旬以来的最低收盘价。5、疫苗相关乐观情绪继续增强,欧股收涨近1%!油气股大涨逾4%欧洲股市周二收盘上涨,原因是人们越来越乐观地认为已经发现了另一种有效的新冠病毒疫苗。与此同时,有消息称特朗普政府已经接受了当选总统乔·拜登(Joe Biden)的过渡。泛欧斯托克600指数上涨3.55点,报收于392.39点,涨幅为0.91%,多数行业板块和欧洲主要国家的股市均收盘走高,其中石油和天然气类股领涨,这个板块大幅上涨了4.3%。国际宏观1、美媒:白宫批准向拜登团队提供总统每日简报美国广播公司(ABC)刚刚消息,美国国家情报主任办公室(ODNI)称,白宫批准向“当选总统”拜登的团队提供总统每日简报,“作为支持过渡的一部分”。2、特朗普闪现新闻发布会 就道指首破三万点抢功美国总统特朗普周二短暂露面,仅提到道琼斯工业股票平均价格指数首次突破3万点大关,一分钟后便消失,没有回答问题。3、姆努钦将4550亿美元未用完资金转走 耶伦或将巧妇难为无米之炊美国财长史蒂文-姆努钦将此前一轮刺激法案中未用完的4550亿美元资金转入一个账户,而其可能的继任者、前美联储主席珍妮特-耶伦将需要获得国会授权才能使用这笔资金。4、经济复苏降温,刺激前景不确定!美国“新财长”耶伦面临严峻挑战作为当选总统拜登新提名的财政部长,前美联储主席珍妮特-耶伦(Janet Yellen)将面临诸多挑战,经济复苏似乎正在失去动力,国会出台更多刺激措施的前景也不确定。5、国际航空运输协会:全球航空公司将在这轮衰退中损失1570亿美元全球航空业的最权威机构周二警告称,今明两年航空公司将总计亏损1570亿美元。鉴于第二波新冠疫情和主要市场的关闭,航空公司进一步下调了行业前景。6、英国央行行长:无协议脱欧对英国经济的影响或比新冠疫情更糟英格兰银行行长安德鲁-贝利(Andrew Bailey)警告称,如果不能与欧盟达成新的贸易协议,对英国经济造成的长期损害将超过冠状病毒大流行。公司新闻1、特斯拉股价收涨逾6%创新高 市值首次突破5000亿美元大关特斯拉股价周二收盘大涨6.43%,刷新收盘历史高位至555.38美元,市值首次突破5000亿美元大关,达到5264亿美元。由于将被纳入标普500指数的消息激发了投资者的买盘热潮,特斯拉公司股价屡次刷新纪录高点,市值史上首次突破5000亿美元大关。2、惠普第四财季业绩超出预期,盘后股价大涨近6%报告显示,惠普第四季度净营收为153亿美元,与去年同期的154亿美元相比下降1.0%,但仍超出华尔街分析师预期。惠普第四季度净利润为7亿美元,与去年同期的4亿美元相比增长72%;每股摊薄收益为0.49美元,与去年同期的0.26美元相比增长88%。3、通用电气警告:在复苏缓慢情况下 航空部门将进一步裁员通用电气公司周二警告称,其航空部门将进一步裁员,理由是受新冠疫情影响航空业将复苏缓慢。裁员是该公司航空部门面临的最新挫折,尽管美国监管机构结束了波音737 MAX机型20个月的停飞,且新冠疫苗研发企业报告了积极数据,但航空业的困境预计会持续到2021年。4、英国欲加码对$谷歌反垄断监管据外媒报道,英国正准备就美国科技公司谷歌最新的广告数据系统修正计划展开反垄断调查评估。5、京东健康寻求通过香港IPO募集高达270亿港元京东健康寻求通过香港IPO募集高达270亿港元,拟发售3.819亿股股份,价格区间62.8-70.58港元,预期将于12月8日于港交所上市。6、优客工场借壳登陆纳斯达克,收盘下跌4.82%优客工场周二正式敲钟纳斯达克,交易代码为“UK”,开盘价9.25美元。截至收盘,优客工场股价报8.3美元,跌幅4.82%,市值6.18亿美元。据优客工场11月19日公告显示,特殊目的收购公司(SPAC)Orisun Acquisition Corp.和优客工场联合宣布完成合并。这意味着优客工场正式以SPAC登陆美股市场,纳斯达克交易代码为“UK“,优客工场也因此成为“联合办公第一股”。7、Tiffany中国销售涨超70%,黑五销售季疲软BestBuy大跌周二(11月23日),将被法国奢侈品巨头路威酩轩集团(LVMH)收购的蒂芙尼(Tiffany & Co)公布的季度利润超过华尔街预期,主要得益于中国销售增长逾70%,以及国内需求的复苏。百思买公司(Best Buy Co.)公布的第三财季业绩超出了分析师的预期,但该公司发出警告,下调了假日季预期,导致股价暴跌6.5%至114.12美元。8、Roblox冲刺美股:前9个月营收近6亿美元,腾讯是股东游戏发布者平台Roblox 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Limited(SOS)$666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102778038","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390143838,"gmtCreate":1605747776024,"gmtModify":1704962068866,"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3445831548099450","authorIdStr":"3445831548099450"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390143838","repostId":"1139026984","repostType":2,"repost":{"id":"1139026984","kind":"news","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":1605743399,"share":"https://ttm.financial/m/news/1139026984?lang=&edition=fundamental","pubTime":"2020-11-19 07:49","market":"sh","language":"zh","title":"昨夜今晨:马斯克确诊新冠!欢聚集团遭做空暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1139026984","media":"老虎资讯综合","summary":"摘要:美股全线收跌,道指跌幅1.16%,蛋壳公寓暴涨90%,欢聚集团遭做空重挫26%;马斯克确认感染新冠病毒,但特斯拉一夜暴涨10%;辉瑞新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗;北京住","content":"<blockquote><b>摘要:美股全线收跌,道指跌幅1.16%,<a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>暴涨90%,<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>遭做空重挫26%;马斯克确认感染新冠病毒,但<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一夜暴涨10%;<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗;北京住建委:已针对蛋壳公寓成立专办小组,希望能平稳解决此事。</b></blockquote><p><b>海外市场</b></p><p><b>1、美股高开低走全线收跌!道指跌逾1% 蛋壳暴涨90%</b></p><p>美股周三全线收跌录得两连跌,道指跌超340点,尽管此前辉瑞宣布新冠疫苗有效性达95%,极大提振了市场对美国经济前景的信心,但美国当前疫情持续恶化,特别是纽约宣布重新封校在尾盘阶段引发市场跳水。恐慌指数VIX涨4.98%,报23.84点。截至收盘,道指跌幅为1.16%;纳指跌幅为0.82%;标普500指数跌幅为1.16%。</p><p><b>2、中概股周三收盘多数走低 蛋壳公寓暴涨90% 欢聚集团重挫26%</b></p><p>中概股周三收盘多数走低,蛋壳公寓暴涨90.42%,面对长租公寓运营商蛋壳公寓的经营困局,有市场传闻称“蛋壳公寓将被<a href=\"https://laohu8.com/S/000560\">我爱我家</a>接盘”;欢聚集团则重挫26.48%,浑水公司周三宣布做空欢聚集团,称其是欺诈性科技公司。</p><p><b>3、新冠疫苗利好消息频传,推动美油收盘涨近1%</b></p><p>原油期货价格周三收盘上涨,创下自9月初以来的最高收盘价,原因是新冠肺炎疫苗再次传出了利好消息。尽管政府数据显示美国国内的原油库存连续第二个星期上升,但油价仍旧保持着上涨势头。</p><p><b>4、股市上涨致金价收跌0.6% 10月底以来首现两连跌</b></p><p>黄金期货价格周三收盘下跌,自10月下旬以来首次出现“背靠背”下跌,原因是在新冠病毒治疗和预防措施最新进展的提振之下,全球股市走高。纽约商品交易所12月份交割的黄金期货价格下跌11.20美元,报收于每盎司1873.90美元,跌幅为0.6%。</p><p><b>5、疫苗利好消息继续发力,欧股收涨0.4%!育碧涨超2%</b></p><p>欧洲股市周三收盘小幅上涨,投资者正在新冠病毒疫苗相关利好消息和疫情的持续传播之间进行权衡考量。泛欧斯托克600指数上涨1.72点,报收于390.54点,涨幅为0.44%,多数行业板块和欧洲主要国家的股市均收盘走高,其中汽车股领涨,这个板块上涨了1.3%。</p><p><b>国际宏观</b></p><p><b>1、华尔街大行或迎来坏消息:拜登入住白宫后伊丽莎白-沃伦的影响将无处不在</b></p><p>伊丽莎白-沃伦是大银行和华尔街过度行为的强烈反对者——这也是一个早期信号,表明华尔街将受到更严格的审查,尤其是与特朗普总统四年来废除监管、解除大银行束缚的努力相比。</p><p><b>2、美联储官员Williams:随着财政援助结束 美国经济面临挑战</b></p><p>纽约联储行长John Williams表示,财政支持对于助力复苏至关重要,而且随着财政支持完结,美国经济将面临挑战。</p><p><b>3、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>CEO:必须尽快通过刺激计划,仍不看好比特币</b></p><p>摩根大通(NYSE:JPM)首席执行官杰米·戴蒙(Jamie Dimon)周三发表言论,呼吁美国国会通过新一轮刺激计划,以帮助经济和苦苦挣扎的美国人渡过“新冠病毒疫情最艰难的时期”。</p><p><b>4、辉瑞新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗</b></p><p>美国制药巨头辉瑞(NYSE:PEE)和德国生物技术公司BioNTech周三宣布,对临床试验数据进行最终分析显示,两家公司联合开发的新冠病毒疫苗对预防新冠肺炎的有效性达到95%。这也为其在几天内申请新冠疫苗首个美国监管授权铺平了道路。</p><p><b>5、1200万美国人将失去失业金!圣诞节过后大批失业者将面临更深困境</b></p><p>根据世纪基金会(Century Foundation)的一项分析,随着美国政府此前出台的两项临时刺激计划即将到期,大约1200万美国工人将会失去失业救济金。与1985年以来的任何一次衰退相比,这一次美国政府取消延长救济金的时间都要更早。</p><p><b>6、抗疫支出激增 全球债务年底将飙升至创纪录的277万亿美元</b></p><p>国际金融研究所(IIF)周三在一份报告中称,由于各国政府和企业继续在抗击新冠疫情方面投入巨额资金,预计到今年年底,全球债务将飙升至创纪录的277万亿美元。</p><p><b>7、南希·佩洛希再次当选美国国会众议院民主党领袖</b></p><p>据美国有线电视新闻网报道,当地时间18日,经过远程视频选举,美国国会众议院民主党人再次选举南希·佩洛希成为民主党领袖。</p><p><b>公司新闻</b></p><p><b>1、</b><a href=\"http://laohu8.com/news/1133929618\" target=\"_blank\"><b>创始人马斯克确认感染新冠病毒,但特斯拉一夜暴涨10%</b></a></p><p>11月初,伊隆·马斯克乘坐他的私人飞机降落在瑞典斯卡夫司塔机场,然后去了埃斯基尔斯蒂纳(Eskilstuna)和斯道拉·桑德比(Stora Sundby)城堡参加私人聚会。他本人在推特上说,他在瑞典逗留期间感染了新冠肺炎病毒。但应该是被另一个来访的美国人传染的。</p><p><b>2、737 Max虽获批复飞,却无碍<a href=\"https://laohu8.com/S/BA\">波音</a>创下商业史上代价最高昂错误纪录</b></p><p>737 Max长达20个月的停飞终于在本周结束,但波音不断攀升的相关成本已飙升至数百亿美元。这意味着这家飞机制造商一再的安全疏忽和管理不善不仅仅是一场悲剧,也是商业历史上代价高昂的企业错误之一。</p><p><b>3、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>披露第三季度交易信息 巴菲特首次买入5G公司股票</b></p><p>伯克希尔哈撒韦公司在本季度内披露了多项交易,包括在医疗保健领域的几笔交易,大规模买入<a href=\"https://laohu8.com/S/BAC\">美国银行</a>股份以及伯克希尔在苹果公司的巨额股份的大幅削减。但是,本季度伯克希尔最值得注意的一笔交易可能是首次买入了一家5G公司的股票。</p><p><b>4、</b><a href=\"http://laohu8.com/news/1117924895\" target=\"_blank\"><b>英伟达第三季度业绩超出预期,盘后股价仍跌近1%</b></a></p><p>英伟达第三季度营收为47.26亿美元,与上年同期的30.14亿美元相比增长57%,与上一季度的38.66亿美元相比增长22%,超出预期;净利润为13.36亿美元,与上年同期的8.99亿美元相比增长49%。</p><p><b>5、</b><a href=\"http://laohu8.com/news/2084426721\" target=\"_blank\"><b>欢聚时代遭浑水做空,股价暴跌26%</b></a></p><p>知名做空机构浑水研究公司(Muddy Waters Research)的创始人卡森·布洛克(Carson Block)称,欢聚集团是一家欺诈性的科技公司,他认为这家中国直播服务公司伪造“僵尸”账号,制造出了虚假交易和虚假用户。</p><p><b>6、</b><a href=\"http://laohu8.com/news/1148680318\" target=\"_blank\"><b>哔哩哔哩Q3营收超预期,盘后大涨逾6%</b></a></p><p>哔哩哔哩第三季度营收32.3亿元,市场预期30.68亿元,去年同期18.59亿元;调整后净亏损9.9亿元,去年同期亏损3.43亿元;调整后每股亏损2.76元,市场预期亏损2.45元。第三季度平均月活跃用户数为1.97亿,同比增长54%;移动端月活用户数为1.84亿,同比增长61%。</p><p><b>7、</b><a href=\"http://laohu8.com/news/1128786326\" target=\"_blank\"><b>中通快递Q营收66.39亿元,同比增长26.1%</b></a></p><p>中通快递第三季度营收为人民币66.388亿元(约合9.778亿美元),比去年同期的人民币52.658亿元增长26.1%;净利润为人民币12.103亿元(约合1.783亿美元),比去年同期的净利润人民币13.077亿元下降7.4%。</p><p><b>8、</b><a href=\"http://laohu8.com/news/1168476745\" target=\"_blank\"><b>北京住建委:已针对蛋壳公寓成立专办小组,希望能平稳解决此事</b></a></p><p>北京市住建委方面向记者回复称,<b>已经针对蛋壳公寓成立了专办小组,希望能平稳解决此事,后续处理方案会及时公布</b>。</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\" 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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昨夜今晨:马斯克确诊新冠!欢聚集团遭做空暴跌\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\">2020-11-19 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>摘要:美股全线收跌,道指跌幅1.16%,<a href=\"https://laohu8.com/S/DNK\">蛋壳公寓</a>暴涨90%,<a href=\"https://laohu8.com/S/YY\">欢聚集团</a>遭做空重挫26%;马斯克确认感染新冠病毒,但<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一夜暴涨10%;<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗;北京住建委:已针对蛋壳公寓成立专办小组,希望能平稳解决此事。</b></blockquote><p><b>海外市场</b></p><p><b>1、美股高开低走全线收跌!道指跌逾1% 蛋壳暴涨90%</b></p><p>美股周三全线收跌录得两连跌,道指跌超340点,尽管此前辉瑞宣布新冠疫苗有效性达95%,极大提振了市场对美国经济前景的信心,但美国当前疫情持续恶化,特别是纽约宣布重新封校在尾盘阶段引发市场跳水。恐慌指数VIX涨4.98%,报23.84点。截至收盘,道指跌幅为1.16%;纳指跌幅为0.82%;标普500指数跌幅为1.16%。</p><p><b>2、中概股周三收盘多数走低 蛋壳公寓暴涨90% 欢聚集团重挫26%</b></p><p>中概股周三收盘多数走低,蛋壳公寓暴涨90.42%,面对长租公寓运营商蛋壳公寓的经营困局,有市场传闻称“蛋壳公寓将被<a href=\"https://laohu8.com/S/000560\">我爱我家</a>接盘”;欢聚集团则重挫26.48%,浑水公司周三宣布做空欢聚集团,称其是欺诈性科技公司。</p><p><b>3、新冠疫苗利好消息频传,推动美油收盘涨近1%</b></p><p>原油期货价格周三收盘上涨,创下自9月初以来的最高收盘价,原因是新冠肺炎疫苗再次传出了利好消息。尽管政府数据显示美国国内的原油库存连续第二个星期上升,但油价仍旧保持着上涨势头。</p><p><b>4、股市上涨致金价收跌0.6% 10月底以来首现两连跌</b></p><p>黄金期货价格周三收盘下跌,自10月下旬以来首次出现“背靠背”下跌,原因是在新冠病毒治疗和预防措施最新进展的提振之下,全球股市走高。纽约商品交易所12月份交割的黄金期货价格下跌11.20美元,报收于每盎司1873.90美元,跌幅为0.6%。</p><p><b>5、疫苗利好消息继续发力,欧股收涨0.4%!育碧涨超2%</b></p><p>欧洲股市周三收盘小幅上涨,投资者正在新冠病毒疫苗相关利好消息和疫情的持续传播之间进行权衡考量。泛欧斯托克600指数上涨1.72点,报收于390.54点,涨幅为0.44%,多数行业板块和欧洲主要国家的股市均收盘走高,其中汽车股领涨,这个板块上涨了1.3%。</p><p><b>国际宏观</b></p><p><b>1、华尔街大行或迎来坏消息:拜登入住白宫后伊丽莎白-沃伦的影响将无处不在</b></p><p>伊丽莎白-沃伦是大银行和华尔街过度行为的强烈反对者——这也是一个早期信号,表明华尔街将受到更严格的审查,尤其是与特朗普总统四年来废除监管、解除大银行束缚的努力相比。</p><p><b>2、美联储官员Williams:随着财政援助结束 美国经济面临挑战</b></p><p>纽约联储行长John Williams表示,财政支持对于助力复苏至关重要,而且随着财政支持完结,美国经济将面临挑战。</p><p><b>3、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>CEO:必须尽快通过刺激计划,仍不看好比特币</b></p><p>摩根大通(NYSE:JPM)首席执行官杰米·戴蒙(Jamie Dimon)周三发表言论,呼吁美国国会通过新一轮刺激计划,以帮助经济和苦苦挣扎的美国人渡过“新冠病毒疫情最艰难的时期”。</p><p><b>4、辉瑞新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗</b></p><p>美国制药巨头辉瑞(NYSE:PEE)和德国生物技术公司BioNTech周三宣布,对临床试验数据进行最终分析显示,两家公司联合开发的新冠病毒疫苗对预防新冠肺炎的有效性达到95%。这也为其在几天内申请新冠疫苗首个美国监管授权铺平了道路。</p><p><b>5、1200万美国人将失去失业金!圣诞节过后大批失业者将面临更深困境</b></p><p>根据世纪基金会(Century Foundation)的一项分析,随着美国政府此前出台的两项临时刺激计划即将到期,大约1200万美国工人将会失去失业救济金。与1985年以来的任何一次衰退相比,这一次美国政府取消延长救济金的时间都要更早。</p><p><b>6、抗疫支出激增 全球债务年底将飙升至创纪录的277万亿美元</b></p><p>国际金融研究所(IIF)周三在一份报告中称,由于各国政府和企业继续在抗击新冠疫情方面投入巨额资金,预计到今年年底,全球债务将飙升至创纪录的277万亿美元。</p><p><b>7、南希·佩洛希再次当选美国国会众议院民主党领袖</b></p><p>据美国有线电视新闻网报道,当地时间18日,经过远程视频选举,美国国会众议院民主党人再次选举南希·佩洛希成为民主党领袖。</p><p><b>公司新闻</b></p><p><b>1、</b><a href=\"http://laohu8.com/news/1133929618\" target=\"_blank\"><b>创始人马斯克确认感染新冠病毒,但特斯拉一夜暴涨10%</b></a></p><p>11月初,伊隆·马斯克乘坐他的私人飞机降落在瑞典斯卡夫司塔机场,然后去了埃斯基尔斯蒂纳(Eskilstuna)和斯道拉·桑德比(Stora Sundby)城堡参加私人聚会。他本人在推特上说,他在瑞典逗留期间感染了新冠肺炎病毒。但应该是被另一个来访的美国人传染的。</p><p><b>2、737 Max虽获批复飞,却无碍<a href=\"https://laohu8.com/S/BA\">波音</a>创下商业史上代价最高昂错误纪录</b></p><p>737 Max长达20个月的停飞终于在本周结束,但波音不断攀升的相关成本已飙升至数百亿美元。这意味着这家飞机制造商一再的安全疏忽和管理不善不仅仅是一场悲剧,也是商业历史上代价高昂的企业错误之一。</p><p><b>3、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>披露第三季度交易信息 巴菲特首次买入5G公司股票</b></p><p>伯克希尔哈撒韦公司在本季度内披露了多项交易,包括在医疗保健领域的几笔交易,大规模买入<a href=\"https://laohu8.com/S/BAC\">美国银行</a>股份以及伯克希尔在苹果公司的巨额股份的大幅削减。但是,本季度伯克希尔最值得注意的一笔交易可能是首次买入了一家5G公司的股票。</p><p><b>4、</b><a href=\"http://laohu8.com/news/1117924895\" target=\"_blank\"><b>英伟达第三季度业绩超出预期,盘后股价仍跌近1%</b></a></p><p>英伟达第三季度营收为47.26亿美元,与上年同期的30.14亿美元相比增长57%,与上一季度的38.66亿美元相比增长22%,超出预期;净利润为13.36亿美元,与上年同期的8.99亿美元相比增长49%。</p><p><b>5、</b><a href=\"http://laohu8.com/news/2084426721\" target=\"_blank\"><b>欢聚时代遭浑水做空,股价暴跌26%</b></a></p><p>知名做空机构浑水研究公司(Muddy Waters Research)的创始人卡森·布洛克(Carson Block)称,欢聚集团是一家欺诈性的科技公司,他认为这家中国直播服务公司伪造“僵尸”账号,制造出了虚假交易和虚假用户。</p><p><b>6、</b><a href=\"http://laohu8.com/news/1148680318\" target=\"_blank\"><b>哔哩哔哩Q3营收超预期,盘后大涨逾6%</b></a></p><p>哔哩哔哩第三季度营收32.3亿元,市场预期30.68亿元,去年同期18.59亿元;调整后净亏损9.9亿元,去年同期亏损3.43亿元;调整后每股亏损2.76元,市场预期亏损2.45元。第三季度平均月活跃用户数为1.97亿,同比增长54%;移动端月活用户数为1.84亿,同比增长61%。</p><p><b>7、</b><a href=\"http://laohu8.com/news/1128786326\" target=\"_blank\"><b>中通快递Q营收66.39亿元,同比增长26.1%</b></a></p><p>中通快递第三季度营收为人民币66.388亿元(约合9.778亿美元),比去年同期的人民币52.658亿元增长26.1%;净利润为人民币12.103亿元(约合1.783亿美元),比去年同期的净利润人民币13.077亿元下降7.4%。</p><p><b>8、</b><a href=\"http://laohu8.com/news/1168476745\" target=\"_blank\"><b>北京住建委:已针对蛋壳公寓成立专办小组,希望能平稳解决此事</b></a></p><p>北京市住建委方面向记者回复称,<b>已经针对蛋壳公寓成立了专办小组,希望能平稳解决此事,后续处理方案会及时公布</b>。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","YY":"欢聚集团",".SPX":"S&P 500 Index","ZTO":"中通快递","DNK":"蛋壳公寓","TSLA":"特斯拉",".DJI":"道琼斯","NVDA":"英伟达","BILI":"哔哩哔哩"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139026984","content_text":"摘要:美股全线收跌,道指跌幅1.16%,蛋壳公寓暴涨90%,欢聚集团遭做空重挫26%;马斯克确认感染新冠病毒,但特斯拉一夜暴涨10%;辉瑞新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗;北京住建委:已针对蛋壳公寓成立专办小组,希望能平稳解决此事。海外市场1、美股高开低走全线收跌!道指跌逾1% 蛋壳暴涨90%美股周三全线收跌录得两连跌,道指跌超340点,尽管此前辉瑞宣布新冠疫苗有效性达95%,极大提振了市场对美国经济前景的信心,但美国当前疫情持续恶化,特别是纽约宣布重新封校在尾盘阶段引发市场跳水。恐慌指数VIX涨4.98%,报23.84点。截至收盘,道指跌幅为1.16%;纳指跌幅为0.82%;标普500指数跌幅为1.16%。2、中概股周三收盘多数走低 蛋壳公寓暴涨90% 欢聚集团重挫26%中概股周三收盘多数走低,蛋壳公寓暴涨90.42%,面对长租公寓运营商蛋壳公寓的经营困局,有市场传闻称“蛋壳公寓将被我爱我家接盘”;欢聚集团则重挫26.48%,浑水公司周三宣布做空欢聚集团,称其是欺诈性科技公司。3、新冠疫苗利好消息频传,推动美油收盘涨近1%原油期货价格周三收盘上涨,创下自9月初以来的最高收盘价,原因是新冠肺炎疫苗再次传出了利好消息。尽管政府数据显示美国国内的原油库存连续第二个星期上升,但油价仍旧保持着上涨势头。4、股市上涨致金价收跌0.6% 10月底以来首现两连跌黄金期货价格周三收盘下跌,自10月下旬以来首次出现“背靠背”下跌,原因是在新冠病毒治疗和预防措施最新进展的提振之下,全球股市走高。纽约商品交易所12月份交割的黄金期货价格下跌11.20美元,报收于每盎司1873.90美元,跌幅为0.6%。5、疫苗利好消息继续发力,欧股收涨0.4%!育碧涨超2%欧洲股市周三收盘小幅上涨,投资者正在新冠病毒疫苗相关利好消息和疫情的持续传播之间进行权衡考量。泛欧斯托克600指数上涨1.72点,报收于390.54点,涨幅为0.44%,多数行业板块和欧洲主要国家的股市均收盘走高,其中汽车股领涨,这个板块上涨了1.3%。国际宏观1、华尔街大行或迎来坏消息:拜登入住白宫后伊丽莎白-沃伦的影响将无处不在伊丽莎白-沃伦是大银行和华尔街过度行为的强烈反对者——这也是一个早期信号,表明华尔街将受到更严格的审查,尤其是与特朗普总统四年来废除监管、解除大银行束缚的努力相比。2、美联储官员Williams:随着财政援助结束 美国经济面临挑战纽约联储行长John Williams表示,财政支持对于助力复苏至关重要,而且随着财政支持完结,美国经济将面临挑战。3、摩根大通CEO:必须尽快通过刺激计划,仍不看好比特币摩根大通(NYSE:JPM)首席执行官杰米·戴蒙(Jamie Dimon)周三发表言论,呼吁美国国会通过新一轮刺激计划,以帮助经济和苦苦挣扎的美国人渡过“新冠病毒疫情最艰难的时期”。4、辉瑞新冠疫苗有效性达95%,预计今年将生产5000万剂疫苗美国制药巨头辉瑞(NYSE:PEE)和德国生物技术公司BioNTech周三宣布,对临床试验数据进行最终分析显示,两家公司联合开发的新冠病毒疫苗对预防新冠肺炎的有效性达到95%。这也为其在几天内申请新冠疫苗首个美国监管授权铺平了道路。5、1200万美国人将失去失业金!圣诞节过后大批失业者将面临更深困境根据世纪基金会(Century Foundation)的一项分析,随着美国政府此前出台的两项临时刺激计划即将到期,大约1200万美国工人将会失去失业救济金。与1985年以来的任何一次衰退相比,这一次美国政府取消延长救济金的时间都要更早。6、抗疫支出激增 全球债务年底将飙升至创纪录的277万亿美元国际金融研究所(IIF)周三在一份报告中称,由于各国政府和企业继续在抗击新冠疫情方面投入巨额资金,预计到今年年底,全球债务将飙升至创纪录的277万亿美元。7、南希·佩洛希再次当选美国国会众议院民主党领袖据美国有线电视新闻网报道,当地时间18日,经过远程视频选举,美国国会众议院民主党人再次选举南希·佩洛希成为民主党领袖。公司新闻1、创始人马斯克确认感染新冠病毒,但特斯拉一夜暴涨10%11月初,伊隆·马斯克乘坐他的私人飞机降落在瑞典斯卡夫司塔机场,然后去了埃斯基尔斯蒂纳(Eskilstuna)和斯道拉·桑德比(Stora Sundby)城堡参加私人聚会。他本人在推特上说,他在瑞典逗留期间感染了新冠肺炎病毒。但应该是被另一个来访的美国人传染的。2、737 Max虽获批复飞,却无碍波音创下商业史上代价最高昂错误纪录737 Max长达20个月的停飞终于在本周结束,但波音不断攀升的相关成本已飙升至数百亿美元。这意味着这家飞机制造商一再的安全疏忽和管理不善不仅仅是一场悲剧,也是商业历史上代价高昂的企业错误之一。3、伯克希尔披露第三季度交易信息 巴菲特首次买入5G公司股票伯克希尔哈撒韦公司在本季度内披露了多项交易,包括在医疗保健领域的几笔交易,大规模买入美国银行股份以及伯克希尔在苹果公司的巨额股份的大幅削减。但是,本季度伯克希尔最值得注意的一笔交易可能是首次买入了一家5G公司的股票。4、英伟达第三季度业绩超出预期,盘后股价仍跌近1%英伟达第三季度营收为47.26亿美元,与上年同期的30.14亿美元相比增长57%,与上一季度的38.66亿美元相比增长22%,超出预期;净利润为13.36亿美元,与上年同期的8.99亿美元相比增长49%。5、欢聚时代遭浑水做空,股价暴跌26%知名做空机构浑水研究公司(Muddy Waters Research)的创始人卡森·布洛克(Carson Block)称,欢聚集团是一家欺诈性的科技公司,他认为这家中国直播服务公司伪造“僵尸”账号,制造出了虚假交易和虚假用户。6、哔哩哔哩Q3营收超预期,盘后大涨逾6%哔哩哔哩第三季度营收32.3亿元,市场预期30.68亿元,去年同期18.59亿元;调整后净亏损9.9亿元,去年同期亏损3.43亿元;调整后每股亏损2.76元,市场预期亏损2.45元。第三季度平均月活跃用户数为1.97亿,同比增长54%;移动端月活用户数为1.84亿,同比增长61%。7、中通快递Q营收66.39亿元,同比增长26.1%中通快递第三季度营收为人民币66.388亿元(约合9.778亿美元),比去年同期的人民币52.658亿元增长26.1%;净利润为人民币12.103亿元(约合1.783亿美元),比去年同期的净利润人民币13.077亿元下降7.4%。8、北京住建委:已针对蛋壳公寓成立专办小组,希望能平稳解决此事北京市住建委方面向记者回复称,已经针对蛋壳公寓成立了专办小组,希望能平稳解决此事,后续处理方案会及时公布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":958877251,"gmtCreate":1591244442273,"gmtModify":1705314730378,"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3445831548099450","authorIdStr":"3445831548099450"},"themes":[],"htmlText":"o","listText":"o","text":"o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/958877251","repostId":"951782816","repostType":1,"repost":{"id":951782816,"gmtCreate":1591062859291,"gmtModify":1705313997199,"author":{"id":"3524105192572934","authorId":"3524105192572934","name":"超级投资","avatar":"https://static.tigerbbs.com/a70a9acb8bd29e8de2d66212a18dfad0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105192572934","authorIdStr":"3524105192572934"},"themes":[],"title":"幾大方向買入後鎖倉","htmlText":"問:如何看待當前A股大市的走勢? 馬曼然:2440點至今已經一年零7個月了,我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月,很巧合,還有一個巧合就是,上次2013年是錢荒,2014年開始流動性寬鬆最後走向氾濫,這次呢,過去幾年我們是去槓桿,今年開始我們的爲了應對疫情的衝擊,貨幣政策出現了180度大扭轉,貨幣已經開始越來越寬鬆,甚至走向了氾濫,我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的,也就是說,按照歷史經驗,一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問:那今年股市是否有希望擺脫底部構築進而走向牛市週期呢?似乎股民已經對牛市不再抱有希望。 馬曼然:牛市肯定還有的,中國股市的體量還很小,直接融資比例還是很低的,居民資產裏股市配置比例也是非常低的,只有5~6%,而歐美髮達國家這塊資產配置比例是我們的十倍,所以中國股市長期來看還是一個新興的市場,還有很大的發展潛力很很長的路要走,這個信心是要有的,而且隨着上市公司越來越科技化,越來越貼近消費化,未來牛股會越來越多,機會也會越來越多,關鍵是要會選擇機會,盤子大了,過去那種同漲同跌的大市很少了,機構化,擇股優質化是股民的挑戰。 問:那馬老師,未來主要如何選擇行業方向呢? 馬曼然:我年初以來一直強調幾個關鍵詞,剛需、高頻、吃喝。長期也是這個方向,落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問:這些方向都是當前的熱點,未來還有多大空間呢? 馬曼然:剛開始,消費股的牛市目前處於中期階段,醫藥股的牛市處於初期階段,科技股尤其是硬科技這塊剛剛開始。 問:消費股今年是高光時刻,但居民消費是否能夠支撐這個行業持續走高? 馬曼然:消費股正處於品質升級、存量優化階段,也就是說整個蛋糕不一定繼續放多大,但龍頭品牌加速提高市佔率,同時進行產品升級,說白了就是毛利率提升階段,所","listText":"問:如何看待當前A股大市的走勢? 馬曼然:2440點至今已經一年零7個月了,我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月,很巧合,還有一個巧合就是,上次2013年是錢荒,2014年開始流動性寬鬆最後走向氾濫,這次呢,過去幾年我們是去槓桿,今年開始我們的爲了應對疫情的衝擊,貨幣政策出現了180度大扭轉,貨幣已經開始越來越寬鬆,甚至走向了氾濫,我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的,也就是說,按照歷史經驗,一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問:那今年股市是否有希望擺脫底部構築進而走向牛市週期呢?似乎股民已經對牛市不再抱有希望。 馬曼然:牛市肯定還有的,中國股市的體量還很小,直接融資比例還是很低的,居民資產裏股市配置比例也是非常低的,只有5~6%,而歐美髮達國家這塊資產配置比例是我們的十倍,所以中國股市長期來看還是一個新興的市場,還有很大的發展潛力很很長的路要走,這個信心是要有的,而且隨着上市公司越來越科技化,越來越貼近消費化,未來牛股會越來越多,機會也會越來越多,關鍵是要會選擇機會,盤子大了,過去那種同漲同跌的大市很少了,機構化,擇股優質化是股民的挑戰。 問:那馬老師,未來主要如何選擇行業方向呢? 馬曼然:我年初以來一直強調幾個關鍵詞,剛需、高頻、吃喝。長期也是這個方向,落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問:這些方向都是當前的熱點,未來還有多大空間呢? 馬曼然:剛開始,消費股的牛市目前處於中期階段,醫藥股的牛市處於初期階段,科技股尤其是硬科技這塊剛剛開始。 問:消費股今年是高光時刻,但居民消費是否能夠支撐這個行業持續走高? 馬曼然:消費股正處於品質升級、存量優化階段,也就是說整個蛋糕不一定繼續放多大,但龍頭品牌加速提高市佔率,同時進行產品升級,說白了就是毛利率提升階段,所","text":"問:如何看待當前A股大市的走勢? 馬曼然:2440點至今已經一年零7個月了,我記得上次2013年~2014年那次底部的構築的時間也是一年零7個月,很巧合,還有一個巧合就是,上次2013年是錢荒,2014年開始流動性寬鬆最後走向氾濫,這次呢,過去幾年我們是去槓桿,今年開始我們的爲了應對疫情的衝擊,貨幣政策出現了180度大扭轉,貨幣已經開始越來越寬鬆,甚至走向了氾濫,我們中國股市歷來中短期走勢都是跟貨幣政策息息相關的,也就是說,按照歷史經驗,一般貨幣政策逆轉後的6到7個月股市就會選擇向上的突破。 問:那今年股市是否有希望擺脫底部構築進而走向牛市週期呢?似乎股民已經對牛市不再抱有希望。 馬曼然:牛市肯定還有的,中國股市的體量還很小,直接融資比例還是很低的,居民資產裏股市配置比例也是非常低的,只有5~6%,而歐美髮達國家這塊資產配置比例是我們的十倍,所以中國股市長期來看還是一個新興的市場,還有很大的發展潛力很很長的路要走,這個信心是要有的,而且隨着上市公司越來越科技化,越來越貼近消費化,未來牛股會越來越多,機會也會越來越多,關鍵是要會選擇機會,盤子大了,過去那種同漲同跌的大市很少了,機構化,擇股優質化是股民的挑戰。 問:那馬老師,未來主要如何選擇行業方向呢? 馬曼然:我年初以來一直強調幾個關鍵詞,剛需、高頻、吃喝。長期也是這個方向,落到行業上就是創新藥、品牌中藥、疫苗、慢病創新藥、吃喝以及芯片、5G和新能源汽車。 問:這些方向都是當前的熱點,未來還有多大空間呢? 馬曼然:剛開始,消費股的牛市目前處於中期階段,醫藥股的牛市處於初期階段,科技股尤其是硬科技這塊剛剛開始。 問:消費股今年是高光時刻,但居民消費是否能夠支撐這個行業持續走高? 馬曼然:消費股正處於品質升級、存量優化階段,也就是說整個蛋糕不一定繼續放多大,但龍頭品牌加速提高市佔率,同時進行產品升級,說白了就是毛利率提升階段,所","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/951782816","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":919926101,"gmtCreate":1576391154003,"gmtModify":1705416591661,"author":{"id":"3445831548099450","authorId":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3445831548099450","authorIdStr":"3445831548099450"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06049\">$保利物业(06049)$</a>[得意][得意][得意][得意]","listText":"<a 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