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2021-06-15

?

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2021-06-14

?

美元购买力或永久性下跌，跌速为1982年以来最快

2021-06-14

?‍♂️

提醒：端午休市安排来了！港股6月14日休市一天

2021-06-10

?

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2021-06-08

?

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2021-06-01

Ok

因通胀预期上升引发的股票抛售是件好事，为什么？

2021-05-31

?

人民币兑美元中间价调升176个基点，报6.3682

2021-05-25

Ok

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2021-05-21

?

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2021-05-16

?

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2021-05-12

Hao

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2021-05-02

Can’t agree more

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2021-04-23

Short short short

特斯拉数据“姗姗来迟”，真相还会远吗？关键看“黑匣子”解读→

2021-03-31

Nice

3月31日《新闻联播》要闻汇总

2021-03-31

Good buy more

UPDATE 2-Tech, Asia-tilted Dutch AEX index hits all-time high

2021-03-06

Mai Mai mai

Go to Tiger App to see more news

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10:39","market":"us","language":"zh","title":"美元购买力或永久性下跌，跌速为1982年以来最快","url":"https://stock-news.laohu8.com/highlight/detail?id=1186135122","media":"华尔街见闻","summary":"分析师发现美元购买力正以近40年最快速度下跌，并可能永远不会反弹。","content":"<p>作者：林菁扬</p>\n<p>美国通胀飙升之际，分析师发现美元购买力正以近40年最快速度下跌，并可能永远不会反弹。</p>\n<p>美国财经网站Wolf Street创始人Wolf Richter分析美国劳工部数据称，随着美国5月CPI同比爆发式增长5%，美元购买力（对包括劳动力在内，一切以美元计价的消费品）5 月份下降了0.8%，<b>过去三个月则大幅下降2.4%，创下自1982年以来最大三个月跌幅。</b></p>\n<p><img src=\"https://static.tigerbbs.com/89f96d36e43e2873bf2430c88a4757a2\" tg-width=\"500\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>按年率计算，消除同比基数效应影响，三个月购买力下降了9.5%。</p>\n<p><b>美元购买力丧失主要体现在汽车和房屋市场。</b></p>\n<p>5月，耐用品价格同比暴涨10.3%，尤其二手车增幅达到30%，新车价格也同比上涨3.3%，为2012年来最大涨幅。据JD Power数据，5月份新车零售“平均交易价格”（ATP）跃升至38255美元，而ATP在过去七年已增长28%，去年6月来更是增速大幅提升。</p>\n<p><img src=\"https://static.tigerbbs.com/6f0bbac1844aabeda7246d41b54e9a61\" tg-width=\"482\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p>\n<p>约占整体CPI三分之一的住房成本（租金+房屋所有成本）也显著提升。其中，租金部分今年以来一直在以恒定0.2%的幅度持续上涨，过去12个月上涨了2.2%；业主“等价租金”也持续上升趋势。</p>\n<p>5月，Case-Shiller房价指数同比上涨13.2%，为2005年12月以来最强劲增长（紫色线）。这是一种更为现实的房价通胀衡量方法，衡量同一套房屋价格随时间的变化。</p>\n<p><img src=\"https://static.tigerbbs.com/b936def692183aceb0058e10673448dc\" tg-width=\"498\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p>Wolf Richter认为，“当前购买力的下跌是永久性的，而未来购买力还将出现永久性的暴跌”，<b>即便明年5月CPI由同比5%降至4%，这部分丧失的购买力也不再具有恢复的可能。</b></p>\n<blockquote>\n 唯一可能“暂时”事件是，物价水平一小段时间内的下跌。这在我一生中只发生过几个季度，例如2008年的最后几个月（如上图所示）。所以我（对长期购买力反弹）不抱希望。\n</blockquote>","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>美元购买力或永久性下跌，跌速为1982年以来最快</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美元购买力或永久性下跌，跌速为1982年以来最快\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-12 10:39 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：林菁扬\n美国通胀飙升之际，分析师发现美元购买力正以近40年最快速度下跌，并可能永远不会反弹。\n美国财经网站Wolf Street创始人Wolf Richter分析美国劳工部数据称，随着美国5月CPI同比爆发式增长5%，美元购买力（对包括劳动力在内，一切以美元计价的消费品）5 月份下降了0.8%，过去三个月则大幅下降2.4%，创下自1982年以来最大三个月跌幅。\n\n按年率计算，消除同比基数效应...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d48dfa66be8caa6517cb956851a00eed","relate_stocks":{"UUP":"美元ETF-PowerShares DB"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186135122","content_text":"作者：林菁扬\n美国通胀飙升之际，分析师发现美元购买力正以近40年最快速度下跌，并可能永远不会反弹。\n美国财经网站Wolf Street创始人Wolf Richter分析美国劳工部数据称，随着美国5月CPI同比爆发式增长5%，美元购买力（对包括劳动力在内，一切以美元计价的消费品）5 月份下降了0.8%，过去三个月则大幅下降2.4%，创下自1982年以来最大三个月跌幅。\n\n按年率计算，消除同比基数效应影响，三个月购买力下降了9.5%。\n美元购买力丧失主要体现在汽车和房屋市场。\n5月，耐用品价格同比暴涨10.3%，尤其二手车增幅达到30%，新车价格也同比上涨3.3%，为2012年来最大涨幅。据JD Power数据，5月份新车零售“平均交易价格”（ATP）跃升至38255美元，而ATP在过去七年已增长28%，去年6月来更是增速大幅提升。\n\n约占整体CPI三分之一的住房成本（租金+房屋所有成本）也显著提升。其中，租金部分今年以来一直在以恒定0.2%的幅度持续上涨，过去12个月上涨了2.2%；业主“等价租金”也持续上升趋势。\n5月，Case-Shiller房价指数同比上涨13.2%，为2005年12月以来最强劲增长（紫色线）。这是一种更为现实的房价通胀衡量方法，衡量同一套房屋价格随时间的变化。\n\nWolf Richter认为，“当前购买力的下跌是永久性的，而未来购买力还将出现永久性的暴跌”，即便明年5月CPI由同比5%降至4%，这部分丧失的购买力也不再具有恢复的可能。\n\n 唯一可能“暂时”事件是，物价水平一小段时间内的下跌。这在我一生中只发生过几个季度，例如2008年的最后几个月（如上图所示）。所以我（对长期购买力反弹）不抱希望。","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185024139,"gmtCreate":1623627944721,"gmtModify":1704207106109,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?‍♂️","listText":"?‍♂️","text":"?‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185024139","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","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":1623140058,"share":"https://ttm.financial/m/news/1105134625?lang=&edition=fundamental","pubTime":"2021-06-08 16:14","market":"sg","language":"zh","title":"提醒：端午休市安排来了！港股6月14日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日（周一）休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","content":"<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></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>提醒：端午休市安排来了！港股6月14日休市一天</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提醒：端午休市安排来了！港股6月14日休市一天\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\">2021-06-08 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期，各主要市场休市安排如下：A股：6月14日（周一）休市，6月15日（周二）起照常开市。港股：6月14日（周一）休市，6月15日（周二）起照常开市。澳股：6月14日（周一）因 Queen's Birthday 休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。港股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189771183,"gmtCreate":1623291251542,"gmtModify":1704200196766,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189771183","repostId":"1127344417","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114745567,"gmtCreate":1623108141759,"gmtModify":1704196054438,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/114745567","repostId":"2141256361","repostType":4,"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119531966,"gmtCreate":1622554486655,"gmtModify":1704186194684,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119531966","repostId":"1154168742","repostType":4,"repost":{"id":"1154168742","kind":"news","pubTimestamp":1622554176,"share":"https://ttm.financial/m/news/1154168742?lang=&edition=fundamental","pubTime":"2021-06-01 21:29","market":"us","language":"zh","title":"因通胀预期上升引发的股票抛售是件好事，为什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1154168742","media":"美港电讯","summary":"通胀“并不意味着当前牛市的结束”。","content":"<p>通货膨胀的幽灵最近又出现了。消费者通货膨胀率高于预期，导致标普500指数从5月7日的历史高点下跌4%，5月12日收盘录得近期这一波抛售潮中的最低点。投资者担心，通胀可能会促使美联储提前行动抬高美债收益率。高企的美债收益率和通胀本身都会侵蚀未来现金流的价值，从而降低股票的价值。</p>\n<p>罗森博格研究公司(Rosenberg Research)的数据显示，<b>在消费者价格指数(CPI)同比上涨0%至2%时，标普500指数的平均静态市盈率可以达到30倍，这使得股票成为更具吸引力的投资对象。但随着通胀升温，市盈率将呈下降趋势，当通胀率高于10%时，标普500指数的平均市盈率不到10倍。</b></p>\n<p>一些观察人士如今好奇通胀能涨到多高。FactSet的数据显示，经济学家预计2021年全年CPI涨幅将为2.7%。但由于数万亿美元的财政刺激资金仍未花掉，上述估计可能过于保守。</p>\n<blockquote>\n Leuthold Group的首席投资官Doug Ramsey表示:“在未来几个月的喧嚣之后，可能未来一段时间的可持续通胀率会在3%到3.5%之间。”\n</blockquote>\n<p>这些“喧嚣”包括供应链的收紧，这导致材料成本上升，又将促使企业提高价格。再加上与2020年的全面经济封锁相比，最近的消费通胀指数同比已轻松地上涨了4%。但即使通胀稳定在一个较低的水平，但它仍可能是全市场的焦点。</p>\n<p>如果Ramsey是对的，那么股票估值很可能大幅下跌。罗森博格研究公司(Rosenberg Research)的数据显示，若通胀率达到3%，标普500指数的静态市盈率大约为18倍。FactSet的数据显示，这一数值远低于目前27.1倍的市盈率。从第一季度业绩来看，标普500指数成分股2021年的每股收益为195美元。如果该指数今年年底的市盈率为18倍，那么它较当前价格水平可能还有略超15%的下滑空间。</p>\n<p>Leuthold Group首席投资策略师Jim Paulsen表示，“明年我们的静态市盈率可能达到18至19倍左右。”他补充说，<b><u>标普500指数可能在今年的某个时间点跌至3,500点，这意味着近16.5%的跌幅。</u></b></p>\n<p>上述的所有这些并不意味着经济正遭遇停滞，也不意味着市场将陷入深渊，只是意味着投资者需要重新评估如何在涨势继续之前的股票估值。今年以后，经济发展和公司业绩预计都将继续增长。FactSet的数据显示，经济学家预计2022年和2023年美国国内生产总值(GDP)将分别增长4%和2.3%，分析师预计标普500指数的每股收益将在2022年和2023年分别录得略高于11%和9%的增长。</p>\n<p>这意味着，当市场找到正确的估值水平时，股市可以继续上行。<b>通胀“并不意味着当前牛市的结束”。</b></p>\n<blockquote>\n RDM Financial Group首席投资官Michael Sheldon表示。“尽管进入夏季后，\n <b><u>我们很可能会看到股市出现回调，但由于未来经济增长向好，我们对未来仍持有建设性的看法</u></b>。”\n</blockquote>\n<p>如果股市近期出现较大幅度的回调，也不要恐慌。<b>因为这可能是一个理想的买入机会</b>。</p>","source":"lsy1606393433888","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>因通胀预期上升引发的股票抛售是件好事，为什么？</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因通胀预期上升引发的股票抛售是件好事，为什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 21:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=1003120><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>通货膨胀的幽灵最近又出现了。消费者通货膨胀率高于预期，导致标普500指数从5月7日的历史高点下跌4%，5月12日收盘录得近期这一波抛售潮中的最低点。投资者担心，通胀可能会促使美联储提前行动抬高美债收益率。高企的美债收益率和通胀本身都会侵蚀未来现金流的价值，从而降低股票的价值。\n罗森博格研究公司(Rosenberg Research)的数据显示，在消费者价格指数(CPI)同比上涨0%至2%时，...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1003120\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003120","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154168742","content_text":"通货膨胀的幽灵最近又出现了。消费者通货膨胀率高于预期，导致标普500指数从5月7日的历史高点下跌4%，5月12日收盘录得近期这一波抛售潮中的最低点。投资者担心，通胀可能会促使美联储提前行动抬高美债收益率。高企的美债收益率和通胀本身都会侵蚀未来现金流的价值，从而降低股票的价值。\n罗森博格研究公司(Rosenberg Research)的数据显示，在消费者价格指数(CPI)同比上涨0%至2%时，标普500指数的平均静态市盈率可以达到30倍，这使得股票成为更具吸引力的投资对象。但随着通胀升温，市盈率将呈下降趋势，当通胀率高于10%时，标普500指数的平均市盈率不到10倍。\n一些观察人士如今好奇通胀能涨到多高。FactSet的数据显示，经济学家预计2021年全年CPI涨幅将为2.7%。但由于数万亿美元的财政刺激资金仍未花掉，上述估计可能过于保守。\n\n Leuthold Group的首席投资官Doug Ramsey表示:“在未来几个月的喧嚣之后，可能未来一段时间的可持续通胀率会在3%到3.5%之间。”\n\n这些“喧嚣”包括供应链的收紧，这导致材料成本上升，又将促使企业提高价格。再加上与2020年的全面经济封锁相比，最近的消费通胀指数同比已轻松地上涨了4%。但即使通胀稳定在一个较低的水平，但它仍可能是全市场的焦点。\n如果Ramsey是对的，那么股票估值很可能大幅下跌。罗森博格研究公司(Rosenberg Research)的数据显示，若通胀率达到3%，标普500指数的静态市盈率大约为18倍。FactSet的数据显示，这一数值远低于目前27.1倍的市盈率。从第一季度业绩来看，标普500指数成分股2021年的每股收益为195美元。如果该指数今年年底的市盈率为18倍，那么它较当前价格水平可能还有略超15%的下滑空间。\nLeuthold Group首席投资策略师Jim Paulsen表示，“明年我们的静态市盈率可能达到18至19倍左右。”他补充说，标普500指数可能在今年的某个时间点跌至3,500点，这意味着近16.5%的跌幅。\n上述的所有这些并不意味着经济正遭遇停滞，也不意味着市场将陷入深渊，只是意味着投资者需要重新评估如何在涨势继续之前的股票估值。今年以后，经济发展和公司业绩预计都将继续增长。FactSet的数据显示，经济学家预计2022年和2023年美国国内生产总值(GDP)将分别增长4%和2.3%，分析师预计标普500指数的每股收益将在2022年和2023年分别录得略高于11%和9%的增长。\n这意味着，当市场找到正确的估值水平时，股市可以继续上行。通胀“并不意味着当前牛市的结束”。\n\n RDM Financial Group首席投资官Michael Sheldon表示。“尽管进入夏季后，\n 我们很可能会看到股市出现回调，但由于未来经济增长向好，我们对未来仍持有建设性的看法。”\n\n如果股市近期出现较大幅度的回调，也不要恐慌。因为这可能是一个理想的买入机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110387494,"gmtCreate":1622425968718,"gmtModify":1704184179606,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110387494","repostId":"1152865895","repostType":4,"repost":{"id":"1152865895","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":1622423843,"share":"https://ttm.financial/m/news/1152865895?lang=&edition=fundamental","pubTime":"2021-05-31 09:17","market":"sh","language":"zh","title":"人民币兑美元中间价调升176个基点，报6.3682","url":"https://stock-news.laohu8.com/highlight/detail?id=1152865895","media":"老虎资讯综合","summary":"5月31日，人民币兑美元中间价调升176个基点，报6.3682。前一交易日中间价报6.3858，在岸人民币16:30收盘价报6.3654，23:30夜盘收报6.3674。","content":"<p>5月31日，人民币兑美元中间价调升176个基点，报6.3682。前一交易日中间价报6.3858，在岸人民币16:30收盘价报6.3654，23:30夜盘收报6.3674。</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>人民币兑美元中间价调升176个基点，报6.3682</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人民币兑美元中间价调升176个基点，报6.3682\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\">2021-05-31 09:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月31日，人民币兑美元中间价调升176个基点，报6.3682。前一交易日中间价报6.3858，在岸人民币16:30收盘价报6.3654，23:30夜盘收报6.3674。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"CYB":"人民币ETF-WisdomTree Dreyfus"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152865895","content_text":"5月31日，人民币兑美元中间价调升176个基点，报6.3682。前一交易日中间价报6.3858，在岸人民币16:30收盘价报6.3654，23:30夜盘收报6.3674。","news_type":1},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138363429,"gmtCreate":1621910855361,"gmtModify":1704364294267,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138363429","repostId":"1103912097","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130487791,"gmtCreate":1621561265013,"gmtModify":1704359659251,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/130487791","repostId":"2137979737","repostType":4,"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192881222,"gmtCreate":1621177233066,"gmtModify":1704353644201,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192881222","repostId":"2135698132","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193613258,"gmtCreate":1620783470174,"gmtModify":1704348310228,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193613258","repostId":"2134982866","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108030697,"gmtCreate":1619957447019,"gmtModify":1704336763295,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Can’t 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short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376424054","repostId":"2129321913","repostType":2,"repost":{"id":"2129321913","kind":"news","pubTimestamp":1619142300,"share":"https://ttm.financial/m/news/2129321913?lang=&edition=fundamental","pubTime":"2021-04-23 09:45","market":"us","language":"zh","title":"特斯拉数据“姗姗来迟”，真相还会远吗？关键看“黑匣子”解读→","url":"https://stock-news.laohu8.com/highlight/detail?id=2129321913","media":"央视财经","summary":"近期，特斯拉车主因“刹车失灵”维权事件，引发广泛关注。昨天下午，特斯拉提供了车辆发生事故前的数据。要知道，刹车数据只是一部分，主管部门要求特斯拉无条件提供的是事故前半小时完整行车数据，而这些数据能够帮助实现最终的自动驾驶，这可是一个智能汽车公司的核心资产。转载请注明“央视财经”你会关注一夜风云！特斯拉公布涉事车辆行车数据！","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210423095910430v246rge20zhon90\"/><p>近期，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>车主因“刹车失灵”维权事件，引发广泛关注。昨天下午，特斯拉提供了车辆发生事故前的数据。这个数据很值钱吗？为什么之前迟迟没有公开？</p><p>央视财经主持人周运在本期《财运道道道》中提到，首先要建立一个认知：特斯拉等电动<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车不光是车，更是实时采集和使用数据的移动终端。要不要刹车，行车电脑和大数据要为此作出判断，这一系列数据都会被记录下来，并上传到云端服务器上，如果出了事故，就要用这些数据来分析原因，类似飞机上的“黑匣子”。为了获得这些数据，智能汽车厂家是不惜花血本研发的，电动车目前的成本中超过6成是数字化和电子技术。要知道，刹车数据只是一部分，主管部门要求特斯拉无条件提供的是事故前半小时完整行车数据，而这些数据能够帮助实现最终的自动驾驶，这可是一个智能汽车公司的核心<span>资产</span>。</p><p>至于是否会真相大白，还要看鉴定机构的鉴定能力是否跑得过企业的技术进步。比如飞机“黑匣子”的解读，只掌握在罗尔斯·罗伊斯等少数几家巨头公司和专业鉴定机构的手中。总之，无论数据多值钱，生命都高于商业价值。</p><img src=\"\"/><p><strong>转载请注明“央视财经”</strong><strong>你会关注</strong></p><p>一夜风云！拜登拟对富人征重税！美股昨夜400点大跳水</p><p>揪心！全球单日新增确诊病例数创新高...</p><p>冲上热搜第一！香奈儿诉华为Logo侵权败诉！</p><p>惊心动魄！毒贩抓获现场：轮胎藏12公斤毒品！行李箱藏已上膛真枪…</p><p>最新进展！特斯拉公布涉事车辆行车数据！专家表示→</p><p><strong>来源：央视财经（ID：cctvyscj）</strong><strong>监制：柯成韵</strong><strong>本文编</strong><strong>辑：张爽</strong></p><p><strong>你怎么看？↓↓</strong><strong>↓</strong></p></article></body></html>","source":"tencent","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>特斯拉数据“姗姗来迟”，真相还会远吗？关键看“黑匣子”解读→</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; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021042309591677e4d65f&s=b><strong>央视财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，特斯拉车主因“刹车失灵”维权事件，引发广泛关注。昨天下午，特斯拉提供了车辆发生事故前的数据。这个数据很值钱吗？为什么之前迟迟没有公开？央视财经主持人周运在本期《财运道道道》中提到，首先要建立一个认知：特斯拉等电动智能车不光是车，更是实时采集和使用数据的移动终端。要不要刹车，行车电脑和大数据要为此作出判断，这一系列数据都会被记录下来，并上传到云端服务器上，如果出了事故，就要用这些数据来分析原因...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021042309591677e4d65f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51b3bf71a5b88b7052f7881987e62de7","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021042309591677e4d65f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2129321913","content_text":"近期，特斯拉车主因“刹车失灵”维权事件，引发广泛关注。昨天下午，特斯拉提供了车辆发生事故前的数据。这个数据很值钱吗？为什么之前迟迟没有公开？央视财经主持人周运在本期《财运道道道》中提到，首先要建立一个认知：特斯拉等电动智能车不光是车，更是实时采集和使用数据的移动终端。要不要刹车，行车电脑和大数据要为此作出判断，这一系列数据都会被记录下来，并上传到云端服务器上，如果出了事故，就要用这些数据来分析原因，类似飞机上的“黑匣子”。为了获得这些数据，智能汽车厂家是不惜花血本研发的，电动车目前的成本中超过6成是数字化和电子技术。要知道，刹车数据只是一部分，主管部门要求特斯拉无条件提供的是事故前半小时完整行车数据，而这些数据能够帮助实现最终的自动驾驶，这可是一个智能汽车公司的核心资产。至于是否会真相大白，还要看鉴定机构的鉴定能力是否跑得过企业的技术进步。比如飞机“黑匣子”的解读，只掌握在罗尔斯·罗伊斯等少数几家巨头公司和专业鉴定机构的手中。总之，无论数据多值钱，生命都高于商业价值。转载请注明“央视财经”你会关注一夜风云！拜登拟对富人征重税！美股昨夜400点大跳水揪心！全球单日新增确诊病例数创新高...冲上热搜第一！香奈儿诉华为Logo侵权败诉！惊心动魄！毒贩抓获现场：轮胎藏12公斤毒品！行李箱藏已上膛真枪…最新进展！特斯拉公布涉事车辆行车数据！专家表示→来源：央视财经（ID：cctvyscj）监制：柯成韵本文编辑：张爽你怎么看？↓↓↓","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354402092,"gmtCreate":1617193681716,"gmtModify":1704697038313,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354402092","repostId":"1124574384","repostType":4,"repost":{"id":"1124574384","kind":"news","weMediaInfo":{"introduction":"每日央视新闻联播汇总。","home_visible":1,"media_name":"新闻联播","id":"1087842304","head_image":"https://static.tigerbbs.com/8f26375f2c30fa08707cfc63d71529ae"},"pubTimestamp":1617193198,"share":"https://ttm.financial/m/news/1124574384?lang=&edition=fundamental","pubTime":"2021-03-31 20:19","market":"us","language":"zh","title":"3月31日《新闻联播》要闻汇总","url":"https://stock-news.laohu8.com/highlight/detail?id=1124574384","media":"新闻联播","summary":"今天《新闻联播》主要内容有：\n1、《求是》杂志发表习近平总书记重要文章《在党史学习教育动员大会上的讲话》。\n2、李克强主持召开国务院常务会议，推出深化“放管服”改革新举措等。\n3、栗战书同蒙古国家大呼","content":"<p>今天《新闻联播》主要内容有：</p>\n<p>1、《求是》杂志发表习近平总书记重要文章《在党史学习教育动员大会上的讲话》。</p>\n<p>2、李克强主持召开国务院常务会议，推出深化“放管服”改革新举措等。</p>\n<p>3、栗战书同蒙古国家大呼拉尔主席举行会谈。</p>\n<p>4、中央军委发布《中国共产党军队委员会政法委员会工作规定（试行）》。</p>\n<p>5、校内校外双向发力治理校外培训。</p>\n<p>6、中国—世界卫生组织新冠病毒溯源联合研究中方专家组新闻发布会举行。</p>\n<p>7、国家卫生健康委：昨日报告新增确诊病例11例，其中本土病例6例在云南。</p>\n<p>8、甘肃省委主要负责同志职务调整，尹弘同志任甘肃省委委员、常委、书记。</p>\n<p>9、六部门联合印发《中央财政衔接推进乡村振兴补助资金管理办法》。</p>\n<p>10、3月份中国制造业采购经理指数升至51.9%。</p>\n<p>11、我国成功在酒泉发射高分十二号02星。</p>\n<p>12、《国有文物资源资产管理暂行办法》印发。</p>\n<p>13、银行保险机构不得强迫老年人使用智能服务。</p>\n<p>14、市场监管总局启动涉企违规收费专项治理。</p>\n<p>15、华能海南昌江核电二期项目正式开工。</p>\n<p>16、黑龙江首个引用俄罗斯天然气供暖工程今天启动。</p>\n<p>17、全球新冠肺炎确诊病例超1亿2734万。</p>\n<p>18、俄罗斯称不许美从“实力的地位”同俄讲话。</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>3月31日《新闻联播》要闻汇总</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; 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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\">\n3月31日《新闻联播》要闻汇总\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1087842304\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8f26375f2c30fa08707cfc63d71529ae);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">新闻联播 </p>\n<p class=\"h-time\">2021-03-31 20:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今天《新闻联播》主要内容有：</p>\n<p>1、《求是》杂志发表习近平总书记重要文章《在党史学习教育动员大会上的讲话》。</p>\n<p>2、李克强主持召开国务院常务会议，推出深化“放管服”改革新举措等。</p>\n<p>3、栗战书同蒙古国家大呼拉尔主席举行会谈。</p>\n<p>4、中央军委发布《中国共产党军队委员会政法委员会工作规定（试行）》。</p>\n<p>5、校内校外双向发力治理校外培训。</p>\n<p>6、中国—世界卫生组织新冠病毒溯源联合研究中方专家组新闻发布会举行。</p>\n<p>7、国家卫生健康委：昨日报告新增确诊病例11例，其中本土病例6例在云南。</p>\n<p>8、甘肃省委主要负责同志职务调整，尹弘同志任甘肃省委委员、常委、书记。</p>\n<p>9、六部门联合印发《中央财政衔接推进乡村振兴补助资金管理办法》。</p>\n<p>10、3月份中国制造业采购经理指数升至51.9%。</p>\n<p>11、我国成功在酒泉发射高分十二号02星。</p>\n<p>12、《国有文物资源资产管理暂行办法》印发。</p>\n<p>13、银行保险机构不得强迫老年人使用智能服务。</p>\n<p>14、市场监管总局启动涉企违规收费专项治理。</p>\n<p>15、华能海南昌江核电二期项目正式开工。</p>\n<p>16、黑龙江首个引用俄罗斯天然气供暖工程今天启动。</p>\n<p>17、全球新冠肺炎确诊病例超1亿2734万。</p>\n<p>18、俄罗斯称不许美从“实力的地位”同俄讲话。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c694025628b8161b4f5ce9d7fb17b6c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124574384","content_text":"今天《新闻联播》主要内容有：\n1、《求是》杂志发表习近平总书记重要文章《在党史学习教育动员大会上的讲话》。\n2、李克强主持召开国务院常务会议，推出深化“放管服”改革新举措等。\n3、栗战书同蒙古国家大呼拉尔主席举行会谈。\n4、中央军委发布《中国共产党军队委员会政法委员会工作规定（试行）》。\n5、校内校外双向发力治理校外培训。\n6、中国—世界卫生组织新冠病毒溯源联合研究中方专家组新闻发布会举行。\n7、国家卫生健康委：昨日报告新增确诊病例11例，其中本土病例6例在云南。\n8、甘肃省委主要负责同志职务调整，尹弘同志任甘肃省委委员、常委、书记。\n9、六部门联合印发《中央财政衔接推进乡村振兴补助资金管理办法》。\n10、3月份中国制造业采购经理指数升至51.9%。\n11、我国成功在酒泉发射高分十二号02星。\n12、《国有文物资源资产管理暂行办法》印发。\n13、银行保险机构不得强迫老年人使用智能服务。\n14、市场监管总局启动涉企违规收费专项治理。\n15、华能海南昌江核电二期项目正式开工。\n16、黑龙江首个引用俄罗斯天然气供暖工程今天启动。\n17、全球新冠肺炎确诊病例超1亿2734万。\n18、俄罗斯称不许美从“实力的地位”同俄讲话。","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354406932,"gmtCreate":1617193615026,"gmtModify":1704697036662,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Good buy more&nbsp;","listText":"Good buy more&nbsp;","text":"Good buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354406932","repostId":"2123222263","repostType":2,"repost":{"id":"2123222263","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617193105,"share":"https://ttm.financial/m/news/2123222263?lang=&edition=fundamental","pubTime":"2021-03-31 20:18","market":"hk","language":"en","title":"UPDATE 2-Tech, Asia-tilted Dutch AEX index hits all-time high","url":"https://stock-news.laohu8.com/highlight/detail?id=2123222263","media":"Reuters","summary":"* Previous high was Sept. 5, 2000 amid internet bubble   * Technology, Asian-focused shares have led","content":"<html><body><p>* Previous high was Sept. 5, 2000 amid internet bubble</p><p>   * Technology, Asian-focused shares have led gains</p><p>   * ASML, Adyen, Prosus now alongside Philips, Shell, ING</p><p> (Updates with Deliveroo share fall and Takeaway.com share price)</p><p>   By Toby Sterling</p><p>   AMSTERDAM, March 31(Reuters) - Amsterdam's blue chip AEX index hit an all-time high of 703.29 on Wednesday, surpassing its September 2000 peak, as technology and Asia-oriented shares gained after a long retreat of bank and insurer valuations.</p><p>   The index, which is derived from the largest 25 companies on Euronext Amsterdam by market capitalisation and float size, posted its previous record high, at 703.18, on Sept. 5, 2000, amid the telecommunications and internet bubble.</p><p>   Though the milestone comes as Amsterdam is in partial lockdown due to the coronavirus pandemic, the city is undergoing a financial boom, attracting trading houses, financial technology companies, and companies seeking a headquarters in the European Union after Brexit.  </p><p>   The largest company in the index is now semiconductor equipment maker ASML Holding NV    with a market capitalisation of more than 200 billion euros ($235 billion), which sells equipment to Taiwan's TSMC and South Korea's Samsung.</p><p>   Newcomers such as fintech payments firm Adyen   , online food ordering company Just Eat Takeaway.com   , and technology investor Prosus   , which holds a 31% stake in Chinese gaming and social media giant Tencent, have altered the index's profile.</p><p>   Takeaway shares rose as the record was broken, up 0.7% at 78 euros even as the stock of British rival Deliveroo     tanked as much as 30% after its initial public offering in London.  </p><p>   Of the top Dutch shares in the year 2000 - Royal Dutch Shell, Philips, Unilever, ING, Fortis and ABN Amro - half were banks. Fortis collapsed in 2008, and the revamped ABN Amro was relegated to the midcap index this year.</p><p>   Shell and Unilever are still major constituents, though Unilever has moved its headquarters to Britain. Philips gradually transformed itself into a healthcare technology company with a 44 billion euro market capitalisation, surpassing ING.</p><p>   Insurer Aegon    and telecoms provider KPN    have shrunk, while beer maker Heineken    has outperformed.</p><p>($1 = 0.8528 euros)</p><p> (Reporting by Toby Sterling; Editing by Andrew Heavens, Hugh Lawson and Alex Richardson)</p><p>((toby.sterling@thomsonreuters.com; +31 20 504 5002;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UPDATE 2-Tech, Asia-tilted Dutch AEX index hits all-time high</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; 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}\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\">\nUPDATE 2-Tech, Asia-tilted Dutch AEX index hits all-time high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-31 20:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>* Previous high was Sept. 5, 2000 amid internet bubble</p><p>   * Technology, Asian-focused shares have led gains</p><p>   * ASML, Adyen, Prosus now alongside Philips, Shell, ING</p><p> (Updates with Deliveroo share fall and Takeaway.com share price)</p><p>   By Toby Sterling</p><p>   AMSTERDAM, March 31(Reuters) - Amsterdam's blue chip AEX index hit an all-time high of 703.29 on Wednesday, surpassing its September 2000 peak, as technology and Asia-oriented shares gained after a long retreat of bank and insurer valuations.</p><p>   The index, which is derived from the largest 25 companies on Euronext Amsterdam by market capitalisation and float size, posted its previous record high, at 703.18, on Sept. 5, 2000, amid the telecommunications and internet bubble.</p><p>   Though the milestone comes as Amsterdam is in partial lockdown due to the coronavirus pandemic, the city is undergoing a financial boom, attracting trading houses, financial technology companies, and companies seeking a headquarters in the European Union after Brexit.  </p><p>   The largest company in the index is now semiconductor equipment maker ASML Holding NV    with a market capitalisation of more than 200 billion euros ($235 billion), which sells equipment to Taiwan's TSMC and South Korea's Samsung.</p><p>   Newcomers such as fintech payments firm Adyen   , online food ordering company Just Eat Takeaway.com   , and technology investor Prosus   , which holds a 31% stake in Chinese gaming and social media giant Tencent, have altered the index's profile.</p><p>   Takeaway shares rose as the record was broken, up 0.7% at 78 euros even as the stock of British rival Deliveroo     tanked as much as 30% after its initial public offering in London.  </p><p>   Of the top Dutch shares in the year 2000 - Royal Dutch Shell, Philips, Unilever, ING, Fortis and ABN Amro - half were banks. Fortis collapsed in 2008, and the revamped ABN Amro was relegated to the midcap index this year.</p><p>   Shell and Unilever are still major constituents, though Unilever has moved its headquarters to Britain. Philips gradually transformed itself into a healthcare technology company with a 44 billion euro market capitalisation, surpassing ING.</p><p>   Insurer Aegon    and telecoms provider KPN    have shrunk, while beer maker Heineken    has outperformed.</p><p>($1 = 0.8528 euros)</p><p> (Reporting by Toby Sterling; Editing by Andrew Heavens, Hugh Lawson and Alex Richardson)</p><p>((toby.sterling@thomsonreuters.com; +31 20 504 5002;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123222263","content_text":"* Previous high was Sept. 5, 2000 amid internet bubble   * Technology, Asian-focused shares have led gains   * ASML, Adyen, Prosus now alongside Philips, Shell, ING (Updates with Deliveroo share fall and Takeaway.com share price)   By Toby Sterling   AMSTERDAM, March 31(Reuters) - Amsterdam's blue chip AEX index hit an all-time high of 703.29 on Wednesday, surpassing its September 2000 peak, as technology and Asia-oriented shares gained after a long retreat of bank and insurer valuations.   The index, which is derived from the largest 25 companies on Euronext Amsterdam by market capitalisation and float size, posted its previous record high, at 703.18, on Sept. 5, 2000, amid the telecommunications and internet bubble.   Though the milestone comes as Amsterdam is in partial lockdown due to the coronavirus pandemic, the city is undergoing a financial boom, attracting trading houses, financial technology companies, and companies seeking a headquarters in the European Union after Brexit.     The largest company in the index is now semiconductor equipment maker ASML Holding NV    with a market capitalisation of more than 200 billion euros ($235 billion), which sells equipment to Taiwan's TSMC and South Korea's Samsung.   Newcomers such as fintech payments firm Adyen   , online food ordering company Just Eat Takeaway.com   , and technology investor Prosus   , which holds a 31% stake in Chinese gaming and social media giant Tencent, have altered the index's profile.   Takeaway shares rose as the record was broken, up 0.7% at 78 euros even as the stock of British rival Deliveroo     tanked as much as 30% after its initial public offering in London.     Of the top Dutch shares in the year 2000 - Royal Dutch Shell, Philips, Unilever, ING, Fortis and ABN Amro - half were banks. Fortis collapsed in 2008, and the revamped ABN Amro was relegated to the midcap index this year.   Shell and Unilever are still major constituents, though Unilever has moved its headquarters to Britain. Philips gradually transformed itself into a healthcare technology company with a 44 billion euro market capitalisation, surpassing ING.   Insurer Aegon    and telecoms provider KPN    have shrunk, while beer maker Heineken    has outperformed.($1 = 0.8528 euros) (Reporting by Toby Sterling; Editing by Andrew Heavens, Hugh Lawson and Alex Richardson)((toby.sterling@thomsonreuters.com; +31 20 504 5002;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367747644,"gmtCreate":1614983095088,"gmtModify":1704777872505,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Mai Mai mai","listText":"Mai Mai mai","text":"Mai Mai mai","images":[{"img":"https://static.tigerbbs.com/ff9877ca34d8dbd84b5d4d592ca8e69b","width":"1125","height":"2020"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367747644","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":114745567,"gmtCreate":1623108141759,"gmtModify":1704196054438,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/114745567","repostId":"2141256361","repostType":4,"repost":{"id":"2141256361","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":1623107214,"share":"https://ttm.financial/m/news/2141256361?lang=&edition=fundamental","pubTime":"2021-06-08 07:06","market":"hk","language":"zh","title":"达达集团Q1营收超预期，京东到家营收两年复合增长率近100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2141256361","media":"老虎资讯综合","summary":"智通财经APP获悉，北京时间6月8日早间，中国领先的本地即时零售和配送平台达达集团发布了截至3月31日的第一季度未经审计财务报告。财报显示，达达集团2021年第一季度营收17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期。达达集团旗下本地即时零售平台京东到家，2021年第一季度营收同比增长53%至8亿元人民币，两年复合增长率近100%。","content":"<p>北京时间6月8日早间，中国领先的本地即时零售和配送平台<a href=\"https://laohu8.com/S/DADA\">达达集团</a>发布了截至3月31日的第一季度未经审计财务报告。</p><p>财报显示，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>2021年第一季度营收17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期。截至2021年3月31日的12个月里，<a href=\"https://laohu8.com/S/JD\">京东</a>到家平台总交易额(GMV)281亿元人民币，同比增长79%。</p><p>达达集团旗下本地即时配送平台达达快送，2021年第一季度营收同比增长51%至9亿元人民币。达达集团旗下本地即时零售平台<a href=\"https://laohu8.com/S/JD\">京东</a>到家，2021年第一季度营收同比增长53%至8亿元人民币，两年复合增长率近100%。</p><p>“我们非常高兴以业绩强劲的第一季度开启2021年。”达达集团创始人、董事会主席兼CEO蒯佳祺表示，“本季度，达达集团进一步深化与京东的全渠道战略合作，在本地即时零售和即时配送领域将获得京东集团的全力支持。双方协同优势，旨在为更多消费者提供更完善的服务，助推实体经济发展，与合作伙伴们共赢，为社会创造更大的价值。达达将战略承接京东即时零售和即时配送业务，全面扩大与京东在全渠道领域的合作，向多场景、多品类扩展。我们将持续深耕即时零售与物流领域，推动行业加速迈向‘万千好物，即时可得’的微距电商时代。”</p><p>“我们在第一季度再次实现了业绩稳健增长，预计强劲增长势头将延续。”达达集团首席财务官陈兆明表示，“在将对比期间内落地配业务统一调整为净额收入口径后，我们预计达达集团第二季度总营收将同比增长72%至78%。与此同时，我们对京东到家平台的增长充满信心，预计第二季度京东到家营收同比增速将超过80%，并在2021年下半年实现在此基础上的进一步加速增长。”</p><p>财报公布后，达达集团盘后股价涨2.25%，报26.32美元。<img src=\"https://static.tigerbbs.com/d43a428fa6056e8df3ea3c416a2928a0\" tg-width=\"685\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></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>达达集团Q1营收超预期，京东到家营收两年复合增长率近100%</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达达集团Q1营收超预期，京东到家营收两年复合增长率近100%\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\">2021-06-08 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间6月8日早间，中国领先的本地即时零售和配送平台<a href=\"https://laohu8.com/S/DADA\">达达集团</a>发布了截至3月31日的第一季度未经审计财务报告。</p><p>财报显示，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>2021年第一季度营收17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期。截至2021年3月31日的12个月里，<a href=\"https://laohu8.com/S/JD\">京东</a>到家平台总交易额(GMV)281亿元人民币，同比增长79%。</p><p>达达集团旗下本地即时配送平台达达快送，2021年第一季度营收同比增长51%至9亿元人民币。达达集团旗下本地即时零售平台<a href=\"https://laohu8.com/S/JD\">京东</a>到家，2021年第一季度营收同比增长53%至8亿元人民币，两年复合增长率近100%。</p><p>“我们非常高兴以业绩强劲的第一季度开启2021年。”达达集团创始人、董事会主席兼CEO蒯佳祺表示，“本季度，达达集团进一步深化与京东的全渠道战略合作，在本地即时零售和即时配送领域将获得京东集团的全力支持。双方协同优势，旨在为更多消费者提供更完善的服务，助推实体经济发展，与合作伙伴们共赢，为社会创造更大的价值。达达将战略承接京东即时零售和即时配送业务，全面扩大与京东在全渠道领域的合作，向多场景、多品类扩展。我们将持续深耕即时零售与物流领域，推动行业加速迈向‘万千好物，即时可得’的微距电商时代。”</p><p>“我们在第一季度再次实现了业绩稳健增长，预计强劲增长势头将延续。”达达集团首席财务官陈兆明表示，“在将对比期间内落地配业务统一调整为净额收入口径后，我们预计达达集团第二季度总营收将同比增长72%至78%。与此同时，我们对京东到家平台的增长充满信心，预计第二季度京东到家营收同比增速将超过80%，并在2021年下半年实现在此基础上的进一步加速增长。”</p><p>财报公布后，达达集团盘后股价涨2.25%，报26.32美元。<img src=\"https://static.tigerbbs.com/d43a428fa6056e8df3ea3c416a2928a0\" tg-width=\"685\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fdb93088707339fbe1ca1f046f6eada","relate_stocks":{"DADA":"达达集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141256361","content_text":"北京时间6月8日早间，中国领先的本地即时零售和配送平台达达集团发布了截至3月31日的第一季度未经审计财务报告。财报显示，达达集团2021年第一季度营收17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期。截至2021年3月31日的12个月里，京东到家平台总交易额(GMV)281亿元人民币，同比增长79%。达达集团旗下本地即时配送平台达达快送，2021年第一季度营收同比增长51%至9亿元人民币。达达集团旗下本地即时零售平台京东到家，2021年第一季度营收同比增长53%至8亿元人民币，两年复合增长率近100%。“我们非常高兴以业绩强劲的第一季度开启2021年。”达达集团创始人、董事会主席兼CEO蒯佳祺表示，“本季度，达达集团进一步深化与京东的全渠道战略合作，在本地即时零售和即时配送领域将获得京东集团的全力支持。双方协同优势，旨在为更多消费者提供更完善的服务，助推实体经济发展，与合作伙伴们共赢，为社会创造更大的价值。达达将战略承接京东即时零售和即时配送业务，全面扩大与京东在全渠道领域的合作，向多场景、多品类扩展。我们将持续深耕即时零售与物流领域，推动行业加速迈向‘万千好物，即时可得’的微距电商时代。”“我们在第一季度再次实现了业绩稳健增长，预计强劲增长势头将延续。”达达集团首席财务官陈兆明表示，“在将对比期间内落地配业务统一调整为净额收入口径后，我们预计达达集团第二季度总营收将同比增长72%至78%。与此同时，我们对京东到家平台的增长充满信心，预计第二季度京东到家营收同比增速将超过80%，并在2021年下半年实现在此基础上的进一步加速增长。”财报公布后，达达集团盘后股价涨2.25%，报26.32美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185024139,"gmtCreate":1623627944721,"gmtModify":1704207106109,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?‍♂️","listText":"?‍♂️","text":"?‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185024139","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","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":1623140058,"share":"https://ttm.financial/m/news/1105134625?lang=&edition=fundamental","pubTime":"2021-06-08 16:14","market":"sg","language":"zh","title":"提醒：端午休市安排来了！港股6月14日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日（周一）休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","content":"<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></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>提醒：端午休市安排来了！港股6月14日休市一天</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提醒：端午休市安排来了！港股6月14日休市一天\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\">2021-06-08 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期，各主要市场休市安排如下：A股：6月14日（周一）休市，6月15日（周二）起照常开市。港股：6月14日（周一）休市，6月15日（周二）起照常开市。澳股：6月14日（周一）因 Queen's Birthday 休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。港股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110387494,"gmtCreate":1622425968718,"gmtModify":1704184179606,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/110387494","repostId":"1152865895","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130487791,"gmtCreate":1621561265013,"gmtModify":1704359659251,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/130487791","repostId":"2137979737","repostType":4,"repost":{"id":"2137979737","kind":"news","pubTimestamp":1621558572,"share":"https://ttm.financial/m/news/2137979737?lang=&edition=fundamental","pubTime":"2021-05-21 08:56","market":"hk","language":"zh","title":"港交所提高主板上市门槛，加强高管失当制裁","url":"https://stock-news.laohu8.com/highlight/detail?id=2137979737","media":"证券时报","summary":"港交所双管齐下，再次修改上市规则，旨在进一步提高香港股市的质量。5月20日，港交所发布两份咨询总结，一是提高主板盈利规定，要求主板上市公司三个会计年度盈利总和达到8000万港元，此项 ...","content":"<p>港交所双管齐下，再次修改上市规则，旨在进一步提高香港股市的质量。</p><p>5月20日，港交所发布两份咨询总结，一是提高主板盈利规定，要求主板上市公司三个会计年度盈利总和达到8000万港元，此项规定将于2022年1月1日生效。</p><p>二是《纪律处分咨询总结》，此项规定将加强港交所对个别人士的失当及违反《上市规则》的行为作出追究并施加失当制裁的权利。</p><p><b>港交所提高主板盈利规定</b></p><p><b>▲▲▲</b></p><p>港交所于5月20日刊发修改主板盈利规定的《咨询文件》，决定将主板盈利规定调高60%，等同盈利总和8000万港元，并将盈利分布改为56%：44%，即财报期首两个财政年度所需的最低盈利总和为4500万港元，最后一个财政年度为3500万港元，从而降低市盈率达到14倍（与1994年至2020年恒生指数的平均市盈率一致）。</p><p>上述修订后的盈利调高幅度将于2022年1月1日生效。</p><p>盈利规定是三大财务资格测试之一，也是港交所厘定上市申请人是否适合在主板上市时评估的其中一环。联交所最近一次调高市值规定是在2018年，将主板市值规定由2亿港元调高至5亿港元，但并未将盈利一并提高，从而导致仅仅符合两项最低要求的公司引申历史市盈率由10倍爆升至25倍，远高于市场平均数。</p><p>这些上市申请人一般都以提交给联交所的乐观盈利预测来反映增长潜力，从而证明其偏高的估值合理，然而其中不少公司在上市后都达不到盈利预测要求，并且股价大跌以致市值大跌。</p><p>根据咨询文件数据显示，合资格发行人（并非低市值发行人）上市后一年的股价相较于招股价的变动中位数（与恒生综合行业指数比较）为-10.1%，而不合资格发行人则为-30.8%。上市起至2021年3月31日，合资格发行人的股价相较于招股价的相关变动中位数为-34.1%，而不合资格发行人则为-65.7%。</p><p><img src=\"https://static.tigerbbs.com/9ca061e0dadbed73b2d8949a441a1f95\" tg-width=\"693\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>此外，这些发行人估值过高，也令市场质疑招股价的过程是否受到有违《上市规则》基本原则的行为干预，比如向投资者提供回佣或捏造股东资产质量，从而影响主板上市公司整体质量。</p><p><img src=\"https://static.tigerbbs.com/541c43ba757afb6d94b955451af2dad0\" tg-width=\"693\" tg-height=\"414\" referrerpolicy=\"no-referrer\"></p><p>港交所的上述规定也遭遇过市场强烈反对，反对人士观点认为，调高盈利规定会将中小企业及传统公司拒之门外，实施建议的时间就当前经济状况而言也不适当，也会降低港交所的竞争力。</p><p>对此，港交所回应称，“我们并不认为调高盈利规定会剥夺中小企业于香港上市的机会，若有中小企业因为盈利未达到主板要求，可寻求GEM上市。交易所的监管框架均是由其发展历史产生，且是为迎合自身资本市场需要而设，也不会因为仅仅提高盈利规定的建议就会对香港的竞争力造成不利影响，反而会巩固主板作为容纳规模较大公司的市场定位，加上充足的股东保障及多元化发行人基础，从而巩固香港国际金融中心的地位。”</p><p>香港证监会在联合声明中表示，某些首次公开招股项目可能只是以非真实方式满足首次上市规定，例如将股份以虚高的招股价分配给受控制承配人，从而满足《主板上市规则》中的5亿港元最低市值规定。但背后真实目的是为了在日后能操纵股份，比如透过“唱高散货”方式操纵股价。</p><p>香港证监会行政总裁欧达礼表示，“作为针对不正当行为而采取的监管对策的一部分，我们现时正加强审查出现预警迹象的有问题申请，在有需要时，两家监管机构将使用其监管权力，反对或拒绝某项申请。港证监会与港交所紧密合作，严格检视每个上市申请人的估值，以评估有关最低市值和其他首次上市规定的合规情况。”</p><p><b>加强对高管失当行为的制裁</b></p><p><b>▲▲▲</b></p><p>除提高主板盈利之外，港交所亦刊发《纪律处分咨询总结》。经修订的《上市规则》条文可加强港交所对个别人士的失当，及违反《上市规则》的行为作出追究并施加失当制裁的权利，并于2021年7月3日实施及生效。</p><p>实施有关建议将扩大可作声誉制裁的范围，并确保可对更多个别人士作纪律处分，包括导致或明知而参与违反《上市规则》的高级管理人员。</p><p>具体来讲，就是上市公司针对损害投资者权益的行为，追责的对象范围，涵盖相关上市发行人及其任何附属公司的董事和高级管理层。这是为了解决上市发行人高管可能通过调职至发行人集团或子公司其他职位，从而躲避追责。</p><p>若个案涉及较严重行为，港交所除了在对个别人士发出损害投资者权益声明同时，同步还会采取若干措施追责，包括除停牌或取消上市地位外，禁止该上市发行人在指定期间入市。</p><p><a href=\"https://laohu8.com/S/00388\">香港交易所</a>上市科规则执行主管Jon Witts表示：\"在这次《上市规则》修订后，违反《上市规则》或参与不当行为的个别人士均要承担责任，这有助确保联交所的纪律处分框架维持健全及有效，以提升市场素质及保障投资者的权益。\"</p>","source":"tonghuashun","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>港交所提高主板上市门槛，加强高管失当制裁</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港交所提高主板上市门槛，加强高管失当制裁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/hks/20210521/c629573746.shtml><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港交所双管齐下，再次修改上市规则，旨在进一步提高香港股市的质量。5月20日，港交所发布两份咨询总结，一是提高主板盈利规定，要求主板上市公司三个会计年度盈利总和达到8000万港元，此项规定将于2022年1月1日生效。二是《纪律处分咨询总结》，此项规定将加强港交所对个别人士的失当及违反《上市规则》的行为作出追究并施加失当制裁的权利。港交所提高主板盈利规定▲▲▲港交所于5月20日刊发修改主板盈利规定的《...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210521/c629573746.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/f1244793084c6388467f46fc7c39784b","relate_stocks":{},"source_url":"http://stock.10jqka.com.cn/hks/20210521/c629573746.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2137979737","content_text":"港交所双管齐下，再次修改上市规则，旨在进一步提高香港股市的质量。5月20日，港交所发布两份咨询总结，一是提高主板盈利规定，要求主板上市公司三个会计年度盈利总和达到8000万港元，此项规定将于2022年1月1日生效。二是《纪律处分咨询总结》，此项规定将加强港交所对个别人士的失当及违反《上市规则》的行为作出追究并施加失当制裁的权利。港交所提高主板盈利规定▲▲▲港交所于5月20日刊发修改主板盈利规定的《咨询文件》，决定将主板盈利规定调高60%，等同盈利总和8000万港元，并将盈利分布改为56%：44%，即财报期首两个财政年度所需的最低盈利总和为4500万港元，最后一个财政年度为3500万港元，从而降低市盈率达到14倍（与1994年至2020年恒生指数的平均市盈率一致）。上述修订后的盈利调高幅度将于2022年1月1日生效。盈利规定是三大财务资格测试之一，也是港交所厘定上市申请人是否适合在主板上市时评估的其中一环。联交所最近一次调高市值规定是在2018年，将主板市值规定由2亿港元调高至5亿港元，但并未将盈利一并提高，从而导致仅仅符合两项最低要求的公司引申历史市盈率由10倍爆升至25倍，远高于市场平均数。这些上市申请人一般都以提交给联交所的乐观盈利预测来反映增长潜力，从而证明其偏高的估值合理，然而其中不少公司在上市后都达不到盈利预测要求，并且股价大跌以致市值大跌。根据咨询文件数据显示，合资格发行人（并非低市值发行人）上市后一年的股价相较于招股价的变动中位数（与恒生综合行业指数比较）为-10.1%，而不合资格发行人则为-30.8%。上市起至2021年3月31日，合资格发行人的股价相较于招股价的相关变动中位数为-34.1%，而不合资格发行人则为-65.7%。此外，这些发行人估值过高，也令市场质疑招股价的过程是否受到有违《上市规则》基本原则的行为干预，比如向投资者提供回佣或捏造股东资产质量，从而影响主板上市公司整体质量。港交所的上述规定也遭遇过市场强烈反对，反对人士观点认为，调高盈利规定会将中小企业及传统公司拒之门外，实施建议的时间就当前经济状况而言也不适当，也会降低港交所的竞争力。对此，港交所回应称，“我们并不认为调高盈利规定会剥夺中小企业于香港上市的机会，若有中小企业因为盈利未达到主板要求，可寻求GEM上市。交易所的监管框架均是由其发展历史产生，且是为迎合自身资本市场需要而设，也不会因为仅仅提高盈利规定的建议就会对香港的竞争力造成不利影响，反而会巩固主板作为容纳规模较大公司的市场定位，加上充足的股东保障及多元化发行人基础，从而巩固香港国际金融中心的地位。”香港证监会在联合声明中表示，某些首次公开招股项目可能只是以非真实方式满足首次上市规定，例如将股份以虚高的招股价分配给受控制承配人，从而满足《主板上市规则》中的5亿港元最低市值规定。但背后真实目的是为了在日后能操纵股份，比如透过“唱高散货”方式操纵股价。香港证监会行政总裁欧达礼表示，“作为针对不正当行为而采取的监管对策的一部分，我们现时正加强审查出现预警迹象的有问题申请，在有需要时，两家监管机构将使用其监管权力，反对或拒绝某项申请。港证监会与港交所紧密合作，严格检视每个上市申请人的估值，以评估有关最低市值和其他首次上市规定的合规情况。”加强对高管失当行为的制裁▲▲▲除提高主板盈利之外，港交所亦刊发《纪律处分咨询总结》。经修订的《上市规则》条文可加强港交所对个别人士的失当，及违反《上市规则》的行为作出追究并施加失当制裁的权利，并于2021年7月3日实施及生效。实施有关建议将扩大可作声誉制裁的范围，并确保可对更多个别人士作纪律处分，包括导致或明知而参与违反《上市规则》的高级管理人员。具体来讲，就是上市公司针对损害投资者权益的行为，追责的对象范围，涵盖相关上市发行人及其任何附属公司的董事和高级管理层。这是为了解决上市发行人高管可能通过调职至发行人集团或子公司其他职位，从而躲避追责。若个案涉及较严重行为，港交所除了在对个别人士发出损害投资者权益声明同时，同步还会采取若干措施追责，包括除停牌或取消上市地位外，禁止该上市发行人在指定期间入市。香港交易所上市科规则执行主管Jon Witts表示：\"在这次《上市规则》修订后，违反《上市规则》或参与不当行为的个别人士均要承担责任，这有助确保联交所的纪律处分框架维持健全及有效，以提升市场素质及保障投资者的权益。\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192881222,"gmtCreate":1621177233066,"gmtModify":1704353644201,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192881222","repostId":"2135698132","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184710305,"gmtCreate":1623724567607,"gmtModify":1704209653577,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184710305","repostId":"2143178705","repostType":4,"repost":{"id":"2143178705","kind":"news","pubTimestamp":1623717670,"share":"https://ttm.financial/m/news/2143178705?lang=&edition=fundamental","pubTime":"2021-06-15 08:41","market":"us","language":"zh","title":"警惕美元反弹风险，下半年人民币汇率易贬难升","url":"https://stock-news.laohu8.com/highlight/detail?id=2143178705","media":"金融时报","summary":"近一段时间以来，人民币汇率走势牵动着市场神经。自央行决定上调金融机构外汇存款准备金率后，人民币对美元汇率已由6.35的近期高点贬至6.39上方。市场分析师普遍认为，人民币汇率趋近贬值拐点，下半年大概率会出现贬值压力。　　影响人民币汇率的因素是多方面的，其中美元升值风险将是最直接的一项。华创证券首席宏观分析师张瑜预计，美元在中长期会有较大反弹，人民币或已接近贬值拐点。预计美联储大概率将在三季度释放QE缩减的信号。","content":"<blockquote>\n 全民免疫、经济复苏、通胀加剧、货币政策收紧，种种迹象都在指向美元升值逻辑的最终实现。\n</blockquote>\n<p>近一段时间以来，人民币汇率走势牵动着市场神经。自央行决定上调金融机构外汇存款准备金率后，人民币对美元汇率已由6.35的近期高点贬至6.39上方。市场分析师普遍认为，人民币汇率趋近贬值拐点，下半年大概率会出现贬值压力。<img src=\"https://static.tigerbbs.com/89cccc1aedcab6c848cb4f7d42a07318\" tg-width=\"550\" tg-height=\"202\" referrerpolicy=\"no-referrer\">影响人民币汇率的因素是多方面的，其中美元升值风险将是最直接的一项。</p>\n<p>今年一季度美债收益率走高推动美元指数出现阶段性升值，3月末美元指数曾达到93.18的阶段性高点。此后，欧洲疫苗接种较快等短期因素使美元近两月走弱，但美元指数近期已在90附近寻找到强力支撑位，市场猜测这很可能是美元的中期底部。华创证券首席宏观分析师张瑜预计，美元在中长期会有较大反弹，人民币或已接近贬值拐点。</p>\n<p>全民免疫、经济复苏、通胀加剧、货币政策收紧，种种迹象都在指向美元升值逻辑的最终实现。</p>\n<p>美国等发达国家预计将在3季度基本实现群体免疫，近期欧美PMI连创新高。<a href=\"https://laohu8.com/S/601211\">国泰君安</a>首席宏观分析师董琦表示，这表明受益于疫苗接种，经济复苏动能正显著加强。<a href=\"https://laohu8.com/S/601328\">交通银行</a>金融研究中心首席研究员唐建伟表示，下半年美国经济如果强劲复苏可能再次导致美元走强。</p>\n<p>近期美国已有27个州宣布收紧失业金发放，董琦预计，就业市场会逐渐回归正常修复轨道，不会对美联储收紧货币政策形成掣肘。预计美联储大概率将在三季度释放QE缩减的信号。</p>\n<p>目前美国新政府正在筹划和推动新一轮财政刺激计划，计划近期推出6万亿美元的财政刺激方案。“尽管这一计划落实会有一系列困难，但考虑到对美国经济未来的乐观预期和部分举措落地之后带来的实际效应，有可能成为美元阶段性走强的动力之一。”植信投资首席经济学家兼研究院院长连平说。张瑜也指出，美国仍在坚持财政刺激，利好美国的经济效益和通胀。</p>\n<p>随着全球大宗商品价格持续走高并在高位波动，美国通胀水平明显上升。6月10日公布的美国CPI同比大涨5%，创出近13年的新高。市场预计美联储收紧货币政策或已箭在弦上。近日美元指数在90附近遇较强下行阻力，久久不能突破，不排除未来大幅反弹的可能性。</p>\n<p>“2021年下半年，美联储加息的预期将卷土重来，年底和明年初将会显现出加息的政策窗口。”连平说。张瑜说，美国或是全球第一个货币政策转向的发达国家，美元升值概率更高。连平进一步指出，一旦美国加息，而我国大概率不会迅速跟进，中美利差会进一步收窄，甚至可能会出现阶段性的反向利差，其将推动美元走强。</p>\n<p>从美元流动性角度看，董琦指出，美元流动性边际拐点将至。根据美国财政部公布的发债计划，美国财政部预计将在三季度大幅增加私人市场净融资规模至8210亿美元，而前两个季度分别为4010亿和4630亿美元；美国财政部TGA账户也将从7月底的4500亿美元回升至9月的7500亿美元。董琦指出，由此可见，美国财政部计划在三季度加大发债规模，TGA账户将在7月底见底后重新扩容，由此完成放水到抽水的转变。</p>\n<p>此外，连平还指出，目前美元和美国国债市场仍是全球重要的避险港湾。全球地缘政治风险会造成国际避险资金青睐美元债券，阶段性推高美元需求。</p>\n<p>归根结底，经济基本面是汇率的决定性因素。董琦指出，随着美国经济复苏步伐加快，中国经济基本面相对优势将收窄。唐建伟认为，中国经济2021年将是前高后低的走势，而美国和全球可能是前低后高，下半年中美经济增速差缩小或使人民币汇率承压。</p>\n<p>“因此，虽然人民币汇率近一段时间持续走高，但不会走出单边上涨趋势，下半年人民币汇率面临走贬压力。”唐建伟指出，中国外汇管理部门虽然退出对外汇市场的常态化干预，但仍会通过一些政策工具引导市场预期，促成人民币汇率的双向波动特征。</p>\n<p>人民银行副行长、外汇局局长潘功胜在第十三届<a href=\"https://laohu8.com/S/600663\">陆家嘴</a>论坛上表示，将加强宏观审慎管理和预期引导，保持人民币汇率在合理均衡水平上的基本稳定。从企业财务稳健的角度看，潘功胜强调，企业汇率风险管理应坚持服务主业和“汇率风险中性”原则，审慎安排资产负债货币结构，避免外汇风险管理的“顺周期”和“裸奔”行为，不要赌人民币升值或贬值，久赌必输。</p>","source":"highlight_wallstreetcn","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>警惕美元反弹风险，下半年人民币汇率易贬难升</title>\n<style 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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警惕美元反弹风险，下半年人民币汇率易贬难升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3632888><strong>金融时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全民免疫、经济复苏、通胀加剧、货币政策收紧，种种迹象都在指向美元升值逻辑的最终实现。\n\n近一段时间以来，人民币汇率走势牵动着市场神经。自央行决定上调金融机构外汇存款准备金率后，人民币对美元汇率已由6.35的近期高点贬至6.39上方。市场分析师普遍认为，人民币汇率趋近贬值拐点，下半年大概率会出现贬值压力。影响人民币汇率的因素是多方面的，其中美元升值风险将是最直接的一项。\n今年一季度美债收益率走高推动...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3632888\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab1815ec48bd4c5f20d5928cc3337253","relate_stocks":{"CYB":"人民币ETF-WisdomTree Dreyfus"},"source_url":"https://wallstreetcn.com/articles/3632888","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2143178705","content_text":"全民免疫、经济复苏、通胀加剧、货币政策收紧，种种迹象都在指向美元升值逻辑的最终实现。\n\n近一段时间以来，人民币汇率走势牵动着市场神经。自央行决定上调金融机构外汇存款准备金率后，人民币对美元汇率已由6.35的近期高点贬至6.39上方。市场分析师普遍认为，人民币汇率趋近贬值拐点，下半年大概率会出现贬值压力。影响人民币汇率的因素是多方面的，其中美元升值风险将是最直接的一项。\n今年一季度美债收益率走高推动美元指数出现阶段性升值，3月末美元指数曾达到93.18的阶段性高点。此后，欧洲疫苗接种较快等短期因素使美元近两月走弱，但美元指数近期已在90附近寻找到强力支撑位，市场猜测这很可能是美元的中期底部。华创证券首席宏观分析师张瑜预计，美元在中长期会有较大反弹，人民币或已接近贬值拐点。\n全民免疫、经济复苏、通胀加剧、货币政策收紧，种种迹象都在指向美元升值逻辑的最终实现。\n美国等发达国家预计将在3季度基本实现群体免疫，近期欧美PMI连创新高。国泰君安首席宏观分析师董琦表示，这表明受益于疫苗接种，经济复苏动能正显著加强。交通银行金融研究中心首席研究员唐建伟表示，下半年美国经济如果强劲复苏可能再次导致美元走强。\n近期美国已有27个州宣布收紧失业金发放，董琦预计，就业市场会逐渐回归正常修复轨道，不会对美联储收紧货币政策形成掣肘。预计美联储大概率将在三季度释放QE缩减的信号。\n目前美国新政府正在筹划和推动新一轮财政刺激计划，计划近期推出6万亿美元的财政刺激方案。“尽管这一计划落实会有一系列困难，但考虑到对美国经济未来的乐观预期和部分举措落地之后带来的实际效应，有可能成为美元阶段性走强的动力之一。”植信投资首席经济学家兼研究院院长连平说。张瑜也指出，美国仍在坚持财政刺激，利好美国的经济效益和通胀。\n随着全球大宗商品价格持续走高并在高位波动，美国通胀水平明显上升。6月10日公布的美国CPI同比大涨5%，创出近13年的新高。市场预计美联储收紧货币政策或已箭在弦上。近日美元指数在90附近遇较强下行阻力，久久不能突破，不排除未来大幅反弹的可能性。\n“2021年下半年，美联储加息的预期将卷土重来，年底和明年初将会显现出加息的政策窗口。”连平说。张瑜说，美国或是全球第一个货币政策转向的发达国家，美元升值概率更高。连平进一步指出，一旦美国加息，而我国大概率不会迅速跟进，中美利差会进一步收窄，甚至可能会出现阶段性的反向利差，其将推动美元走强。\n从美元流动性角度看，董琦指出，美元流动性边际拐点将至。根据美国财政部公布的发债计划，美国财政部预计将在三季度大幅增加私人市场净融资规模至8210亿美元，而前两个季度分别为4010亿和4630亿美元；美国财政部TGA账户也将从7月底的4500亿美元回升至9月的7500亿美元。董琦指出，由此可见，美国财政部计划在三季度加大发债规模，TGA账户将在7月底见底后重新扩容，由此完成放水到抽水的转变。\n此外，连平还指出，目前美元和美国国债市场仍是全球重要的避险港湾。全球地缘政治风险会造成国际避险资金青睐美元债券，阶段性推高美元需求。\n归根结底，经济基本面是汇率的决定性因素。董琦指出，随着美国经济复苏步伐加快，中国经济基本面相对优势将收窄。唐建伟认为，中国经济2021年将是前高后低的走势，而美国和全球可能是前低后高，下半年中美经济增速差缩小或使人民币汇率承压。\n“因此，虽然人民币汇率近一段时间持续走高，但不会走出单边上涨趋势，下半年人民币汇率面临走贬压力。”唐建伟指出，中国外汇管理部门虽然退出对外汇市场的常态化干预，但仍会通过一些政策工具引导市场预期，促成人民币汇率的双向波动特征。\n人民银行副行长、外汇局局长潘功胜在第十三届陆家嘴论坛上表示，将加强宏观审慎管理和预期引导，保持人民币汇率在合理均衡水平上的基本稳定。从企业财务稳健的角度看，潘功胜强调，企业汇率风险管理应坚持服务主业和“汇率风险中性”原则，审慎安排资产负债货币结构，避免外汇风险管理的“顺周期”和“裸奔”行为，不要赌人民币升值或贬值，久赌必输。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185050893,"gmtCreate":1623627996912,"gmtModify":1704207109190,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185050893","repostId":"1186135122","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189771183,"gmtCreate":1623291251542,"gmtModify":1704200196766,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189771183","repostId":"1127344417","repostType":4,"repost":{"id":"1127344417","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1623290593,"share":"https://ttm.financial/m/news/1127344417?lang=&edition=fundamental","pubTime":"2021-06-10 10:03","market":"sh","language":"zh","title":"3600点跟前，市场为何如此犹豫？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127344417","media":"Wind万得","summary":"6月9日，两市股指震荡企稳，成交额较前一个交易日缩减千亿元。\n\n周期股再次领涨两市，山煤国际、晋控煤业等涨停，中国石油再创阶段新高；科技股方面，与华为鸿蒙系统相关的上市公司尾盘表现突出，润和软件再次涨","content":"<p>6月9日，两市股指震荡企稳，成交额较前一个交易日缩减千亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/295f61b98496b35c01fa951e71a5670f\" tg-width=\"734\" tg-height=\"572\" referrerpolicy=\"no-referrer\"></p>\n<p>周期股再次领涨两市，<a href=\"https://laohu8.com/S/600546\">山煤国际</a>、<a href=\"https://laohu8.com/S/601001\">晋控煤业</a>等涨停，<a href=\"https://laohu8.com/S/601857\">中国石油</a>再创阶段新高；科技股方面，与华为鸿蒙系统相关的上市公司尾盘表现突出，<a href=\"https://laohu8.com/S/300339\">润和软件</a>再次涨停。</p>\n<p><img src=\"https://static.tigerbbs.com/8fa4419553e0ad569f3253ddea46fe62\" tg-width=\"931\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p>前两个交易日大跌的医美板块回暖，<a href=\"https://laohu8.com/S/002612\">朗姿股份</a>一度涨超7%；白酒指数盘中翻红，收盘跌1.77%，版块内无一跌停，共8家公司股价上涨。</p>\n<p><b>上证指数已经3600点附近徘徊了11个交易日。自6月以来，除了6月1日收盘停留在3600点之上，剩下的6个交易日都无法取得关键突破。</b></p>\n<p>3600点当前，A股为何如此犹犹豫豫？</p>\n<p><b>//天量解禁在前&nbsp; //</b></p>\n<p><b>Wind数据显示，2021年6月市场解禁规模9056.6亿元，是近三年单月解禁规模最大值。</b></p>\n<p>下周，即端午节后的一周，共有49只股票解禁，两市限售解禁规模大幅上升。本周限售解禁规模大幅上升至4703亿。其中，主板366亿，创业板4155亿，科创板181亿。</p>\n<p>从解禁类型来看，本周解禁规模中，4474.8亿元首发原股东限售股解禁，占比超过95%；首发一般股份解禁2.1亿元，定增股份解禁22亿元和其他8亿元。</p>\n<p><b><a href=\"https://laohu8.com/S/600918\">中泰证券</a>研报称，2021年限售规模在5.2万亿，解禁高峰在2/6/7月，解禁规模都在4000亿以上。</b>分板块来看，主板的解禁高峰在1月、6月、11月，解禁规模超过2000亿；中小企业板解禁高峰在8月、9月，解禁规模超过1000亿；创业板解禁高峰在6月、10月，解禁规模超过2000亿，科创板的解禁高峰在7~8月，解禁规模均超过1000亿。</p>\n<p><img src=\"https://static.tigerbbs.com/769063d1e894927dbc3580bd7db8f47e\" tg-width=\"984\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>解禁个股方面，<a href=\"https://laohu8.com/S/002046\">国机精工</a>、<a href=\"https://laohu8.com/S/600095\">湘财股份</a>、<a href=\"https://laohu8.com/S/000682\">东方电子</a>、<a href=\"https://laohu8.com/S/600021\">上海电力</a>、<a href=\"https://laohu8.com/S/601330\">绿色动力</a>是限售解禁占比超过流通A股市值10%的定增类股票。</p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>称，从历史数据统计结果来看，解禁前一周和解禁当周万得全A指数涨跌参半；解禁后一周市场下跌占比40%；解禁后一个月和解禁后3个月市场下跌占比分别30%和40%。</p>\n<p><b>但对于个股来讲，解禁对股价冲击明显。</b>从不同类型解禁来看，相比首发原股东股份解禁和股权激励股份解禁，定增机构配售股份解禁对个股表现的负面影响更明显。</p>\n<p><b>//&nbsp; 资金流出&nbsp; //</b></p>\n<p>最近两周，产业资本一直在减持。</p>\n<p><b>6月以来，产业资本净减持超过185亿元。其中，公司净减持额达到48.51亿，个人净减持额约为1.11亿。</b></p>\n<p>数据显示，上周ETF整体净赎回104.84亿份。沪深300ETF净赎回0.95亿份，中证500ETF净赎回0.28亿份，创业板ETF50净赎回3.23亿份。</p>\n<p><img src=\"https://static.tigerbbs.com/8490a6a7425cc4257c99229c24397566\" tg-width=\"1020\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>\n<p><b>//&nbsp;&nbsp;宏观流动性“不敢太乐观”&nbsp; //</b></p>\n<p>海外方面，美联储官员不断放出风声，通胀的讨论异常热烈，Taper 可能比预期更早到来，海外资金变得更加谨慎。北上资金本周净流出了8.57亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/0e2030751e6fada6633ed99a30503412\" tg-width=\"689\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p>国内方面，本周一银行间隔夜质押式回购利率均值2.51%，为2021年春节以来最高。6月8日，银行间资金面明显转暖，随着供给改善隔夜回购自上日创下的近四个月高位回落，隔夜回购加权利率下行逾12bp报在2.18%附近，7天和14天略下行逾1bp。</p>\n<p><b>交易员称，6月8日的供给明显多了，暂获喘息但也不敢太乐观。考虑到当前银行超储率偏低，且面临地方债发行以及半年末多重因素叠加影响，近期流动性波动料仍频繁。</b></p>\n<p>中信固收明明也分析称，预计6月流动性缺口较5月明显缩小，但仍然需要关注月内的资金波动：超储率处于1%低位，同业存单到期压力较大、净融资额持续萎缩、回购成交金额临近警戒线。全月流动性缺口小，但月内资金面存在波动加大的风险。</p>\n<p><b>//&nbsp;&nbsp;机构分歧巨大&nbsp; //</b></p>\n<p>近期，市场板块轮动快，市场正对前期赚钱效应最强的部分进行反噬。总体来说，机构对市场的看法分歧较大。</p>\n<p><img src=\"https://static.tigerbbs.com/6ca2f0997b301ebb4db79badddc1888e\" tg-width=\"732\" tg-height=\"572\" referrerpolicy=\"no-referrer\"></p>\n<p><b>谨慎派认为，下半年没有系统性机会，部分板块即使回调也不是买入的机会。</b></p>\n<p>开源证券研报称，过去一个月，高估值资产经历了基本面+政策+海外流动性环境上的顺风，但这一有利组合边际在发生变化：商品价格在供需关系下重新上行、7月1日正在临近（从历史复盘来看，历次重要10周年7月当月市场表现要远弱于6月）和美国TGA账户压减临近尾声。市场是否还剩最后的铜板甚至黄金不得而知，但是这不是从风险收益角度出发的最佳参与时刻。</p>\n<p>该机构还表示，，无论是从收益率-ROE还是CAPE（周期调整市盈率）的视角来看，投资者手中持有的部分资产（以大盘成长和创业板指为主）的“透支程度”甚至已经重新回到2月初时的水平，“还债时刻”仍然是这些资产挥之不去的阴影。</p>\n<p><b>乐观派认为，市场只是大涨后的休整，后面还有机会。</b></p>\n<p><a href=\"https://laohu8.com/S/002500\">山西证券</a>研报称，短期来看，市场成交量未出现明显下降，近期指数有所调整，目前市场仍处于快速上涨后的休整阶段，市场景气度回升较快板块在休整过后将继续表现。中期来看，景气度回升较快的消费和科技板块依旧有较强的吸引力，整体市场将在相关板块带动下继续呈震荡向上走势。</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>3600点跟前，市场为何如此犹豫？</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\">\n3600点跟前，市场为何如此犹豫？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-10 10:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月9日，两市股指震荡企稳，成交额较前一个交易日缩减千亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/295f61b98496b35c01fa951e71a5670f\" tg-width=\"734\" tg-height=\"572\" referrerpolicy=\"no-referrer\"></p>\n<p>周期股再次领涨两市，<a href=\"https://laohu8.com/S/600546\">山煤国际</a>、<a href=\"https://laohu8.com/S/601001\">晋控煤业</a>等涨停，<a href=\"https://laohu8.com/S/601857\">中国石油</a>再创阶段新高；科技股方面，与华为鸿蒙系统相关的上市公司尾盘表现突出，<a href=\"https://laohu8.com/S/300339\">润和软件</a>再次涨停。</p>\n<p><img src=\"https://static.tigerbbs.com/8fa4419553e0ad569f3253ddea46fe62\" tg-width=\"931\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p>前两个交易日大跌的医美板块回暖，<a href=\"https://laohu8.com/S/002612\">朗姿股份</a>一度涨超7%；白酒指数盘中翻红，收盘跌1.77%，版块内无一跌停，共8家公司股价上涨。</p>\n<p><b>上证指数已经3600点附近徘徊了11个交易日。自6月以来，除了6月1日收盘停留在3600点之上，剩下的6个交易日都无法取得关键突破。</b></p>\n<p>3600点当前，A股为何如此犹犹豫豫？</p>\n<p><b>//天量解禁在前&nbsp; //</b></p>\n<p><b>Wind数据显示，2021年6月市场解禁规模9056.6亿元，是近三年单月解禁规模最大值。</b></p>\n<p>下周，即端午节后的一周，共有49只股票解禁，两市限售解禁规模大幅上升。本周限售解禁规模大幅上升至4703亿。其中，主板366亿，创业板4155亿，科创板181亿。</p>\n<p>从解禁类型来看，本周解禁规模中，4474.8亿元首发原股东限售股解禁，占比超过95%；首发一般股份解禁2.1亿元，定增股份解禁22亿元和其他8亿元。</p>\n<p><b><a href=\"https://laohu8.com/S/600918\">中泰证券</a>研报称，2021年限售规模在5.2万亿，解禁高峰在2/6/7月，解禁规模都在4000亿以上。</b>分板块来看，主板的解禁高峰在1月、6月、11月，解禁规模超过2000亿；中小企业板解禁高峰在8月、9月，解禁规模超过1000亿；创业板解禁高峰在6月、10月，解禁规模超过2000亿，科创板的解禁高峰在7~8月，解禁规模均超过1000亿。</p>\n<p><img src=\"https://static.tigerbbs.com/769063d1e894927dbc3580bd7db8f47e\" tg-width=\"984\" tg-height=\"373\" referrerpolicy=\"no-referrer\"></p>\n<p>解禁个股方面，<a href=\"https://laohu8.com/S/002046\">国机精工</a>、<a href=\"https://laohu8.com/S/600095\">湘财股份</a>、<a href=\"https://laohu8.com/S/000682\">东方电子</a>、<a href=\"https://laohu8.com/S/600021\">上海电力</a>、<a href=\"https://laohu8.com/S/601330\">绿色动力</a>是限售解禁占比超过流通A股市值10%的定增类股票。</p>\n<p><a href=\"https://laohu8.com/S/600999\">招商证券</a>称，从历史数据统计结果来看，解禁前一周和解禁当周万得全A指数涨跌参半；解禁后一周市场下跌占比40%；解禁后一个月和解禁后3个月市场下跌占比分别30%和40%。</p>\n<p><b>但对于个股来讲，解禁对股价冲击明显。</b>从不同类型解禁来看，相比首发原股东股份解禁和股权激励股份解禁，定增机构配售股份解禁对个股表现的负面影响更明显。</p>\n<p><b>//&nbsp; 资金流出&nbsp; //</b></p>\n<p>最近两周，产业资本一直在减持。</p>\n<p><b>6月以来，产业资本净减持超过185亿元。其中，公司净减持额达到48.51亿，个人净减持额约为1.11亿。</b></p>\n<p>数据显示，上周ETF整体净赎回104.84亿份。沪深300ETF净赎回0.95亿份，中证500ETF净赎回0.28亿份，创业板ETF50净赎回3.23亿份。</p>\n<p><img src=\"https://static.tigerbbs.com/8490a6a7425cc4257c99229c24397566\" tg-width=\"1020\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>\n<p><b>//&nbsp;&nbsp;宏观流动性“不敢太乐观”&nbsp; //</b></p>\n<p>海外方面，美联储官员不断放出风声，通胀的讨论异常热烈，Taper 可能比预期更早到来，海外资金变得更加谨慎。北上资金本周净流出了8.57亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/0e2030751e6fada6633ed99a30503412\" tg-width=\"689\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p>国内方面，本周一银行间隔夜质押式回购利率均值2.51%，为2021年春节以来最高。6月8日，银行间资金面明显转暖，随着供给改善隔夜回购自上日创下的近四个月高位回落，隔夜回购加权利率下行逾12bp报在2.18%附近，7天和14天略下行逾1bp。</p>\n<p><b>交易员称，6月8日的供给明显多了，暂获喘息但也不敢太乐观。考虑到当前银行超储率偏低，且面临地方债发行以及半年末多重因素叠加影响，近期流动性波动料仍频繁。</b></p>\n<p>中信固收明明也分析称，预计6月流动性缺口较5月明显缩小，但仍然需要关注月内的资金波动：超储率处于1%低位，同业存单到期压力较大、净融资额持续萎缩、回购成交金额临近警戒线。全月流动性缺口小，但月内资金面存在波动加大的风险。</p>\n<p><b>//&nbsp;&nbsp;机构分歧巨大&nbsp; //</b></p>\n<p>近期，市场板块轮动快，市场正对前期赚钱效应最强的部分进行反噬。总体来说，机构对市场的看法分歧较大。</p>\n<p><img src=\"https://static.tigerbbs.com/6ca2f0997b301ebb4db79badddc1888e\" tg-width=\"732\" tg-height=\"572\" referrerpolicy=\"no-referrer\"></p>\n<p><b>谨慎派认为，下半年没有系统性机会，部分板块即使回调也不是买入的机会。</b></p>\n<p>开源证券研报称，过去一个月，高估值资产经历了基本面+政策+海外流动性环境上的顺风，但这一有利组合边际在发生变化：商品价格在供需关系下重新上行、7月1日正在临近（从历史复盘来看，历次重要10周年7月当月市场表现要远弱于6月）和美国TGA账户压减临近尾声。市场是否还剩最后的铜板甚至黄金不得而知，但是这不是从风险收益角度出发的最佳参与时刻。</p>\n<p>该机构还表示，，无论是从收益率-ROE还是CAPE（周期调整市盈率）的视角来看，投资者手中持有的部分资产（以大盘成长和创业板指为主）的“透支程度”甚至已经重新回到2月初时的水平，“还债时刻”仍然是这些资产挥之不去的阴影。</p>\n<p><b>乐观派认为，市场只是大涨后的休整，后面还有机会。</b></p>\n<p><a href=\"https://laohu8.com/S/002500\">山西证券</a>研报称，短期来看，市场成交量未出现明显下降，近期指数有所调整，目前市场仍处于快速上涨后的休整阶段，市场景气度回升较快板块在休整过后将继续表现。中期来看，景气度回升较快的消费和科技板块依旧有较强的吸引力，整体市场将在相关板块带动下继续呈震荡向上走势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127344417","content_text":"6月9日，两市股指震荡企稳，成交额较前一个交易日缩减千亿元。\n\n周期股再次领涨两市，山煤国际、晋控煤业等涨停，中国石油再创阶段新高；科技股方面，与华为鸿蒙系统相关的上市公司尾盘表现突出，润和软件再次涨停。\n\n前两个交易日大跌的医美板块回暖，朗姿股份一度涨超7%；白酒指数盘中翻红，收盘跌1.77%，版块内无一跌停，共8家公司股价上涨。\n上证指数已经3600点附近徘徊了11个交易日。自6月以来，除了6月1日收盘停留在3600点之上，剩下的6个交易日都无法取得关键突破。\n3600点当前，A股为何如此犹犹豫豫？\n//天量解禁在前  //\nWind数据显示，2021年6月市场解禁规模9056.6亿元，是近三年单月解禁规模最大值。\n下周，即端午节后的一周，共有49只股票解禁，两市限售解禁规模大幅上升。本周限售解禁规模大幅上升至4703亿。其中，主板366亿，创业板4155亿，科创板181亿。\n从解禁类型来看，本周解禁规模中，4474.8亿元首发原股东限售股解禁，占比超过95%；首发一般股份解禁2.1亿元，定增股份解禁22亿元和其他8亿元。\n中泰证券研报称，2021年限售规模在5.2万亿，解禁高峰在2/6/7月，解禁规模都在4000亿以上。分板块来看，主板的解禁高峰在1月、6月、11月，解禁规模超过2000亿；中小企业板解禁高峰在8月、9月，解禁规模超过1000亿；创业板解禁高峰在6月、10月，解禁规模超过2000亿，科创板的解禁高峰在7~8月，解禁规模均超过1000亿。\n\n解禁个股方面，国机精工、湘财股份、东方电子、上海电力、绿色动力是限售解禁占比超过流通A股市值10%的定增类股票。\n招商证券称，从历史数据统计结果来看，解禁前一周和解禁当周万得全A指数涨跌参半；解禁后一周市场下跌占比40%；解禁后一个月和解禁后3个月市场下跌占比分别30%和40%。\n但对于个股来讲，解禁对股价冲击明显。从不同类型解禁来看，相比首发原股东股份解禁和股权激励股份解禁，定增机构配售股份解禁对个股表现的负面影响更明显。\n//  资金流出  //\n最近两周，产业资本一直在减持。\n6月以来，产业资本净减持超过185亿元。其中，公司净减持额达到48.51亿，个人净减持额约为1.11亿。\n数据显示，上周ETF整体净赎回104.84亿份。沪深300ETF净赎回0.95亿份，中证500ETF净赎回0.28亿份，创业板ETF50净赎回3.23亿份。\n\n//  宏观流动性“不敢太乐观”  //\n海外方面，美联储官员不断放出风声，通胀的讨论异常热烈，Taper 可能比预期更早到来，海外资金变得更加谨慎。北上资金本周净流出了8.57亿元。\n\n国内方面，本周一银行间隔夜质押式回购利率均值2.51%，为2021年春节以来最高。6月8日，银行间资金面明显转暖，随着供给改善隔夜回购自上日创下的近四个月高位回落，隔夜回购加权利率下行逾12bp报在2.18%附近，7天和14天略下行逾1bp。\n交易员称，6月8日的供给明显多了，暂获喘息但也不敢太乐观。考虑到当前银行超储率偏低，且面临地方债发行以及半年末多重因素叠加影响，近期流动性波动料仍频繁。\n中信固收明明也分析称，预计6月流动性缺口较5月明显缩小，但仍然需要关注月内的资金波动：超储率处于1%低位，同业存单到期压力较大、净融资额持续萎缩、回购成交金额临近警戒线。全月流动性缺口小，但月内资金面存在波动加大的风险。\n//  机构分歧巨大  //\n近期，市场板块轮动快，市场正对前期赚钱效应最强的部分进行反噬。总体来说，机构对市场的看法分歧较大。\n\n谨慎派认为，下半年没有系统性机会，部分板块即使回调也不是买入的机会。\n开源证券研报称，过去一个月，高估值资产经历了基本面+政策+海外流动性环境上的顺风，但这一有利组合边际在发生变化：商品价格在供需关系下重新上行、7月1日正在临近（从历史复盘来看，历次重要10周年7月当月市场表现要远弱于6月）和美国TGA账户压减临近尾声。市场是否还剩最后的铜板甚至黄金不得而知，但是这不是从风险收益角度出发的最佳参与时刻。\n该机构还表示，，无论是从收益率-ROE还是CAPE（周期调整市盈率）的视角来看，投资者手中持有的部分资产（以大盘成长和创业板指为主）的“透支程度”甚至已经重新回到2月初时的水平，“还债时刻”仍然是这些资产挥之不去的阴影。\n乐观派认为，市场只是大涨后的休整，后面还有机会。\n山西证券研报称，短期来看，市场成交量未出现明显下降，近期指数有所调整，目前市场仍处于快速上涨后的休整阶段，市场景气度回升较快板块在休整过后将继续表现。中期来看，景气度回升较快的消费和科技板块依旧有较强的吸引力，整体市场将在相关板块带动下继续呈震荡向上走势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119531966,"gmtCreate":1622554486655,"gmtModify":1704186194684,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119531966","repostId":"1154168742","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138363429,"gmtCreate":1621910855361,"gmtModify":1704364294267,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/138363429","repostId":"1103912097","repostType":4,"repost":{"id":"1103912097","kind":"news","pubTimestamp":1621910296,"share":"https://ttm.financial/m/news/1103912097?lang=&edition=fundamental","pubTime":"2021-05-25 10:38","market":"hk","language":"zh","title":"互联网行业，再内卷就卷没了……","url":"https://stock-news.laohu8.com/highlight/detail?id=1103912097","media":"西二旗生活指北","summary":"互联网行业是如何一步一步变得内卷的。","content":"<p>根据维基百科，内卷化（英语：Involution）是一个社会学概念，也翻译为过密化，用以形容社会文化因为重复劳作、发展迟缓。</p>\n<p>美国人类学家亚历山大·戈登威泽在一篇论文中，使用“内卷化”来形容某文化模式达到某最终形态后，无法自我稳定，也无法转变为新的形态，只能使自己在内部更加复杂化。</p>\n<p>“内卷”这个词这几年在国内特别流行，各行各业都在用“内卷”来形容行业内部的过度的竞争，而快速发展的互联网行业里，“内卷”的现象尤甚。</p>\n<p>今天，指北就带大家感受一下，互联网行业是如何一步一步变得内卷的——<img src=\"https://static.tigerbbs.com/a63507b24e14fae908920e36038edcb1\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/11624cf9c458b9717ac46d8f8239e437\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf7d8b5c601a9f5d5e9115a9787d4ea4\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c3e469bbde07c9b77b9071547c4ce57f\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/67949c4774591a4ba90d698a6f30d6b5\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8df8d979ae007ccf2c222fe0aaa8dc5c\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/983ced5de1f86df2cd36fe6454bfdc27\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e83d3d9476d04e6cf5a96cda36d7ef7\" tg-width=\"550\" tg-height=\"2365\" referrerpolicy=\"no-referrer\"></p>\n<p>关于内卷，网上有个比喻，说如果葵花宝典被公开了，就会变成一个灾难。</p>\n<p>因为如果只有一个人拥有的话，练不练是一个人的事情；</p>\n<p>但是如果大家都拥有秘籍的话，练不练就不是你能决定的了。</p>\n<p>如果你不练的话，仇人练会了就会来追杀你，所以你就不得不练。</p>\n<p>但是欲练此功必先自宫，所以最后江湖上人人都是太监，这就叫做内卷。</p>\n<p>也有人说，内卷就像是看电影，为了看得更清楚，有的人先站起来看，那些被他挡住的人不得不也站起来，最后大家都得站着看电影。</p>\n<p>在互联网行业里，LeetCode就是一本公开了的葵花宝典，最早自愿996的就是电影院里那些率先站起来看电影的人。</p>\n<p>内卷的结果，就是人人都在加班，人人都在刷题（还是hard模式），人人都在假装很忙。</p>\n<p>可是能怎么办呢？随着互联网行业发展速度变慢，电梯不再上行了，但是电梯里的人还是那么多……</p>\n<p>内卷，可能只会越来越严重吧。</p>","source":"lsy1621910196500","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>互联网行业，再内卷就卷没了……</title>\n<style 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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互联网行业，再内卷就卷没了……\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 10:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-05-24/doc-ikmyaawc7281630.shtml><strong>西二旗生活指北</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据维基百科，内卷化（英语：Involution）是一个社会学概念，也翻译为过密化，用以形容社会文化因为重复劳作、发展迟缓。\n美国人类学家亚历山大·戈登威泽在一篇论文中，使用“内卷化”来形容某文化模式达到某最终形态后，无法自我稳定，也无法转变为新的形态，只能使自己在内部更加复杂化。\n“内卷”这个词这几年在国内特别流行，各行各业都在用“内卷”来形容行业内部的过度的竞争，而快速发展的互联网行业里，“...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-05-24/doc-ikmyaawc7281630.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/22f804085c6f42b26daf812146aa6677","relate_stocks":{},"source_url":"http://finance.sina.com.cn/tech/csj/2021-05-24/doc-ikmyaawc7281630.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103912097","content_text":"根据维基百科，内卷化（英语：Involution）是一个社会学概念，也翻译为过密化，用以形容社会文化因为重复劳作、发展迟缓。\n美国人类学家亚历山大·戈登威泽在一篇论文中，使用“内卷化”来形容某文化模式达到某最终形态后，无法自我稳定，也无法转变为新的形态，只能使自己在内部更加复杂化。\n“内卷”这个词这几年在国内特别流行，各行各业都在用“内卷”来形容行业内部的过度的竞争，而快速发展的互联网行业里，“内卷”的现象尤甚。\n今天，指北就带大家感受一下，互联网行业是如何一步一步变得内卷的——\n关于内卷，网上有个比喻，说如果葵花宝典被公开了，就会变成一个灾难。\n因为如果只有一个人拥有的话，练不练是一个人的事情；\n但是如果大家都拥有秘籍的话，练不练就不是你能决定的了。\n如果你不练的话，仇人练会了就会来追杀你，所以你就不得不练。\n但是欲练此功必先自宫，所以最后江湖上人人都是太监，这就叫做内卷。\n也有人说，内卷就像是看电影，为了看得更清楚，有的人先站起来看，那些被他挡住的人不得不也站起来，最后大家都得站着看电影。\n在互联网行业里，LeetCode就是一本公开了的葵花宝典，最早自愿996的就是电影院里那些率先站起来看电影的人。\n内卷的结果，就是人人都在加班，人人都在刷题（还是hard模式），人人都在假装很忙。\n可是能怎么办呢？随着互联网行业发展速度变慢，电梯不再上行了，但是电梯里的人还是那么多……\n内卷，可能只会越来越严重吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193613258,"gmtCreate":1620783470174,"gmtModify":1704348310228,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193613258","repostId":"2134982866","repostType":4,"repost":{"id":"2134982866","kind":"highlight","pubTimestamp":1620783182,"share":"https://ttm.financial/m/news/2134982866?lang=&edition=fundamental","pubTime":"2021-05-12 09:33","market":"us","language":"zh","title":"索罗斯昔日军师德鲁肯米勒：美联储政策将危及美元地位","url":"https://stock-news.laohu8.com/highlight/detail?id=2134982866","media":"金十数据","summary":"亿万富翁投资者德鲁肯米勒表示，美联储的政策完全不合适，将危机美元地位。","content":"<p>投资大亨、索罗斯昔日军师斯坦利·德鲁肯米勒（Stanley Druckenmiller）周二表示，<b>在新冠疫情期间维持市场和经济稳定的美联储政策最终可能威胁到美元的长期健康。</b></p><p><b>他警告，美联储存在等待太久才加息的风险，泡沫破灭时，会发生最严重的危机。</b></p><p>曾与索罗斯在1992年联手狙击英镑、大赚十亿美元的德鲁肯米勒表示，<b>即使市场繁荣且经济蓬勃发展，美联储仍坚持低利率和购买数万亿美元债券，这种做法正在酝酿长期风险。</b>他说：</p><blockquote>“在历史上，我找不到这样一个货币和财政政策与经济环境脱节的时期。”</blockquote><p>德鲁肯米勒表示，尽管他对美联储为应对疫情危机而采取的初步行动没有异议，但他表示，美联储“踩在油门”上的时间已经太久了。</p><p>美联储在疫情期间维持其宽松政策，以支持美国国会的支出狂潮。国会已拨出超过5万亿美元的刺激计划，并正考虑将与基础设施相关的开支再增加数万亿美元。</p><p>德鲁肯米勒表示，从长远来看，这些政策以及它们带来的沉重债务和赤字将威胁到美元作为全球储备货币的地位。德鲁肯米勒说：</p><blockquote>“如果他们想继续所有这一切，并冒着美元储备货币地位和资产泡沫破裂的风险，那就这样吧。但我认为我们至少应该对此进行讨论。”</blockquote><p>德鲁肯米勒此前在一篇评论文章中表示，美联储主席鲍威尔“需要认识到美联储未来可能面临政治压力的可能性，并停止助长金融和市场过剩”。德鲁肯米勒表示：</p><blockquote>“毫无疑问，所有资产都处于疯狂的状态。”</blockquote><p>德鲁肯米勒认为，<b>一系列资产都出现了泡沫，不过他仍在做多股市，但他预计将在年底前卖出股票。</b>他认为<b>其他加密货币很难取代比特币</b>，加密资产可能成为新的储备货币，但该加密资产现在还未创出。</p><p>他在CNBC节目中说：</p><blockquote>“毫无疑问，我们正处在一个所有资产都在狂飙的处境中。我们仍在做多股市，但我们不像四五个月前那么看多。我们已经将大量相关押注转向大宗商品、利率以及美元。”</blockquote><p>德鲁肯米勒承认他确实也买了一些比特币，而且买了以后，涨了很多。但他也表达了对比特币的困惑：</p><blockquote>“比特币已经存在13年了，尤其是年轻的千禧一代，看待它就如同我看待黄金的方式。但我怀疑比特币是否会成为一种价值储存手段，因为如果作为货币，它存在各种各样的问题，比如消耗大量能源，波动性大等。”</blockquote><p>同样，前纽约联储主席达德利（William Dudley）此前亦表示，市场低估了美联储在未来几年必须提高利率的幅度，以跟上加剧的通胀。</p>","source":"xnew_highlight","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>索罗斯昔日军师德鲁肯米勒：美联储政策将危及美元地位</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; 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class=\"title\">\n索罗斯昔日军师德鲁肯米勒：美联储政策将危及美元地位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-12 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=74355&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资大亨、索罗斯昔日军师斯坦利·德鲁肯米勒（Stanley Druckenmiller）周二表示，在新冠疫情期间维持市场和经济稳定的美联储政策最终可能威胁到美元的长期健康。他警告，美联储存在等待太久才加息的风险，泡沫破灭时，会发生最严重的危机。曾与索罗斯在1992年联手狙击英镑、大赚十亿美元的德鲁肯米勒表示，即使市场繁荣且经济蓬勃发展，美联储仍坚持低利率和购买数万亿美元债券，这种做法正在酝酿...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=74355&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/999a9e4d-3816-482e-97c0-54bd47f4e0a5.jpg/lite","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=74355&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134982866","content_text":"投资大亨、索罗斯昔日军师斯坦利·德鲁肯米勒（Stanley Druckenmiller）周二表示，在新冠疫情期间维持市场和经济稳定的美联储政策最终可能威胁到美元的长期健康。他警告，美联储存在等待太久才加息的风险，泡沫破灭时，会发生最严重的危机。曾与索罗斯在1992年联手狙击英镑、大赚十亿美元的德鲁肯米勒表示，即使市场繁荣且经济蓬勃发展，美联储仍坚持低利率和购买数万亿美元债券，这种做法正在酝酿长期风险。他说：“在历史上，我找不到这样一个货币和财政政策与经济环境脱节的时期。”德鲁肯米勒表示，尽管他对美联储为应对疫情危机而采取的初步行动没有异议，但他表示，美联储“踩在油门”上的时间已经太久了。美联储在疫情期间维持其宽松政策，以支持美国国会的支出狂潮。国会已拨出超过5万亿美元的刺激计划，并正考虑将与基础设施相关的开支再增加数万亿美元。德鲁肯米勒表示，从长远来看，这些政策以及它们带来的沉重债务和赤字将威胁到美元作为全球储备货币的地位。德鲁肯米勒说：“如果他们想继续所有这一切，并冒着美元储备货币地位和资产泡沫破裂的风险，那就这样吧。但我认为我们至少应该对此进行讨论。”德鲁肯米勒此前在一篇评论文章中表示，美联储主席鲍威尔“需要认识到美联储未来可能面临政治压力的可能性，并停止助长金融和市场过剩”。德鲁肯米勒表示：“毫无疑问，所有资产都处于疯狂的状态。”德鲁肯米勒认为，一系列资产都出现了泡沫，不过他仍在做多股市，但他预计将在年底前卖出股票。他认为其他加密货币很难取代比特币，加密资产可能成为新的储备货币，但该加密资产现在还未创出。他在CNBC节目中说：“毫无疑问，我们正处在一个所有资产都在狂飙的处境中。我们仍在做多股市，但我们不像四五个月前那么看多。我们已经将大量相关押注转向大宗商品、利率以及美元。”德鲁肯米勒承认他确实也买了一些比特币，而且买了以后，涨了很多。但他也表达了对比特币的困惑：“比特币已经存在13年了，尤其是年轻的千禧一代，看待它就如同我看待黄金的方式。但我怀疑比特币是否会成为一种价值储存手段，因为如果作为货币，它存在各种各样的问题，比如消耗大量能源，波动性大等。”同样，前纽约联储主席达德利（William Dudley）此前亦表示，市场低估了美联储在未来几年必须提高利率的幅度，以跟上加剧的通胀。","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108030697,"gmtCreate":1619957447019,"gmtModify":1704336763295,"author":{"id":"3560306607389939","authorId":"3560306607389939","name":"pangpang85","avatar":"https://static.tigerbbs.com/bcc8e5e682a0319ea886b489183f104c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560306607389939","authorIdStr":"3560306607389939"},"themes":[],"htmlText":"Can’t agree more","listText":"Can’t agree more","text":"Can’t agree 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