Ellyelvc87 personal page - To The Moon

Ellyelvc87

Ellyelvc87

No personal profile

53Follow

31Followers

0Topic

0Badge

03-14

$金界控股(03918)$ [财迷] [财迷] [财迷] [财迷]

03-06

$美高梅中國(02282)$ 🙂🙂🙂🙂🙂

2024-05-27

$金沙中國有限公司(01928)$[开心] [开心] [开心]

2024-03-17

$金界控股(03918)$[害羞] [害羞]

2023-03-09

[财迷]

Sorry, the original content has been removed

2023-03-04

[呆住]

让今年全球股市上涨的万亿流动性从何而来？

2023-03-02

[财迷]

理想汽车：2027年要占据20万元以上乘用车35%的市场份额

2023-02-28

[呆住]

Meta涨近4%，成立专注人工智能的新团队

2023-01-09

[呆住] [呆住]

蔚来2022年交付新车122486台

2022-12-24

[呆住]

Sorry, the original content has been removed

2022-12-21

[呆住]

博彩股普涨，澳门放宽入境核酸检测证明

2022-11-17

[呆住]

【券商聚焦】大和料博彩股更具上涨空间推荐美高梅中国(02282)等

2022-11-15

$美高梅中國(02282)$ [呆住]

2022-11-03

[呆住]

Sorry, the original content has been removed

2022-10-19

$Grab Holdings(GRAB)$[愤怒]

2022-10-13

$Grab Holdings(GRAB)$[笑哭]

2022-10-12

$永利澳門(01128)$[愤怒]

2022-10-08

$Grab Holdings(GRAB)$[愤怒]

2022-10-07

$Grab Holdings(GRAB)$[呆住]

2022-10-07

$小米集團-W(01810)$[愤怒]

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3561468254985112","uuid":"3561468254985112","gmtCreate":1598374232403,"gmtModify":1623469276664,"name":"Ellyelvc87","pinyin":"ellyelvc87","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":31,"headSize":53,"tweetSize":233,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":"93.06%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.08","exceedPercentage":"60.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":18,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":413248242581968,"gmtCreate":1741923735337,"gmtModify":1741923740172,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03918\">$金界控股(03918)$</a> [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/03918\">$金界控股(03918)$</a> [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"$金界控股(03918)$ [财迷] [财迷] [财迷] [财迷]","images":[{"img":"https://community-static.tradeup.com/news/06e950c7ab99fa28ceebb02a6c4839fb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413248242581968","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":410518909964528,"gmtCreate":1741191354536,"gmtModify":1741191358452,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02282\">$美高梅中國(02282)$</a> 🙂🙂🙂🙂🙂","listText":"<a href=\"https://ttm.financial/S/02282\">$美高梅中國(02282)$</a> 🙂🙂🙂🙂🙂","text":"$美高梅中國(02282)$ 🙂🙂🙂🙂🙂","images":[{"img":"https://community-static.tradeup.com/news/9ef0a13187ccc308b21c6af6b3551cbf","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410518909964528","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":310396552650784,"gmtCreate":1716778945363,"gmtModify":1716778950397,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01928\">$金沙中國有限公司(01928)$</a>[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/01928\">$金沙中國有限公司(01928)$</a>[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;&nbsp;","text":"$金沙中國有限公司(01928)$[开心] [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/2ed067afb469f907253008cfb9098984","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310396552650784","isVote":1,"tweetType":1,"viewCount":2520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285227759771776,"gmtCreate":1710641769249,"gmtModify":1710641772837,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03918\">$金界控股(03918)$</a>[害羞]&nbsp;[害羞]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/03918\">$金界控股(03918)$</a>[害羞]&nbsp;[害羞]&nbsp;&nbsp;","text":"$金界控股(03918)$[害羞] [害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285227759771776","isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949911930,"gmtCreate":1678294593120,"gmtModify":1678294597937,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949911930","repostId":"1148286226","repostType":4,"isVote":1,"tweetType":1,"viewCount":3041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940210812,"gmtCreate":1677938273737,"gmtModify":1677938277793,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940210812","repostId":"2316732529","repostType":4,"repost":{"id":"2316732529","kind":"highlight","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1677919837,"share":"https://ttm.financial/m/news/2316732529?lang=&edition=fundamental","pubTime":"2023-03-04 16:50","market":"sh","language":"zh","title":"让今年全球股市上涨的万亿流动性从何而来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2316732529","media":"Barrons巴伦","summary":"在全球范围内，流动性实际上在最近几个月有所增加。","content":"<html><head></head><body><p>在全球范围内，流动性实际上在最近几个月有所增加。</p><p>全球股市近期的上涨令许多华尔街投资者感到有些困惑，因为股市——尤其是那些几乎没有盈利的高风险成长型股票——抵御住了更具吸引力的债券收益率的拉动，以及加息的威胁，从去年的大幅抛售中强劲反弹。</p><p>但一些华尔街分析师表示，他们找到了一种与通胀和全球经济状况无关的解释。</p><p>答案就是：<b>尽管美联储、欧洲中央银行和英格兰银行已经宣称他们正在试图抽干银行系统泛滥的流动性，但在全球范围内，流动性实际上在最近几个月有所增加。</b>这在一定程度上是由于政策制定者无法控制的因素造成的。</p><p><img src=\"https://static.tigerbbs.com/3e13af78ee0eaa0c77a2504ff630537f\" tg-width=\"820\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>万亿美元级别的资产价格上涨</b></p><p>在上个月与客户分享的一份研究报告中，花旗集团(Citigroup)全球市场策略师马特·金(Matt King)详细描述了世界各大央行最近如何向全球金融体系注入1万亿美元。</p><p>根据金的分析，这一增长大部分来自中国人民银行，它逆全球货币紧缩趋势而动，选择直接向其银行系统注入流动性，占据了1万亿美元数字的大部分。</p><p>“尽管各国央行告诉我们，他们将收紧货币政策，但事实证明，在全球层面上，他们在过去三个月里刚刚增加了价值1万亿美元的流动性,”金表示。</p><p>金在报告中表示，他得出结论认为，基本面的变化(即经济增长和通胀前景的变化)不能解释全球市场的波动，包括全球股市的反弹，因此他受到启发，更仔细地研究了央行的资产负债表。</p><p>当他最终将全球股市走势与全球央行流动性的变化趋势进行对比时，他发现，这几乎是一种完美的契合。</p><p>下图追踪了<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>资本国际全球指数990100的表现，该指数反映了银行体系流动性的起伏。根据 FactSet 的数据，该指数自9月底以来已上涨12%。大约在同一时间，全球央行的流动性停止下降，开始再次扩张。</p><p><img src=\"https://static.tigerbbs.com/60b843c8ea2e4ae086e1e0ae27d671d5\" tg-width=\"1080\" tg-height=\"858\" referrerpolicy=\"no-referrer\"/></p><p>但金和另一位驻伦敦策略师、宏观咨询公司 CrossBorder Capital 董事总经理迈克尔·豪厄尔(Michael Howell)表示，就连美联储也在以一种更为被动的方式加剧了流动性泛滥。</p><p>一年多以来，美联储一直在宣传其计划，通过提高利率和减少债券持有量来“收紧”美国金融体系的流动性，方法是选择不将到期债券的收益进行再投资。</p><p>根据圣路易斯联邦储备银行的数据，尽管自去年春天以来，美联储持有的债券规模缩减了约5000亿美元，但其资产负债表的另一个重要组成部分——美国银行系统准备金——似乎没有增长。</p><p>根据美联储每周发布的最新数据，截至2月22日，美联储各银行的准备金余额为3.01万亿美元，这比9月底的2.9万亿美元略有上升。</p><p>豪厄尔表示: “据称美联储正在剥离资产负债表，但银行准备金没有下降”。</p><p>他表示，这也可能有助于支撑股价，因为美国银行业向金融体系注入的资金规模已经扩大，而非收缩。</p><p><b>股市开始回落</b></p><p>可以肯定的是，美国股市在最近几周已经回落，根据 FactSet 的数据，纳斯达克综合指数在一月份上涨了0.73% ，创下了20年来最好的开局。</p><p>股市停止攀升，可能是全球流动性再次回落的迹象。美联储是否会再次出手拯救市场，仍有待观察。</p><p>但最终，股票估值有可能因此而受到影响。豪厄尔和他的团队认为，美联储可能需要更大幅度地提高利率，以弥补其不愿进一步削减银行系统准备金的不足。</p><p>美国股市在经历了几周的反弹后，似乎也开始感受到债券收益率上升的影响。纳斯达克综合指数、标普500指数和道琼斯工业平均指数在二月份都有所回落。周四，随着10年期美国国债收益率突破4% ，它们的表现喜忧参半，债券收益率与股票价格走势相反。</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>让今年全球股市上涨的万亿流动性从何而来？</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让今年全球股市上涨的万亿流动性从何而来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2023-03-04 16:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在全球范围内，流动性实际上在最近几个月有所增加。</p><p>全球股市近期的上涨令许多华尔街投资者感到有些困惑，因为股市——尤其是那些几乎没有盈利的高风险成长型股票——抵御住了更具吸引力的债券收益率的拉动，以及加息的威胁，从去年的大幅抛售中强劲反弹。</p><p>但一些华尔街分析师表示，他们找到了一种与通胀和全球经济状况无关的解释。</p><p>答案就是：<b>尽管美联储、欧洲中央银行和英格兰银行已经宣称他们正在试图抽干银行系统泛滥的流动性，但在全球范围内，流动性实际上在最近几个月有所增加。</b>这在一定程度上是由于政策制定者无法控制的因素造成的。</p><p><img src=\"https://static.tigerbbs.com/3e13af78ee0eaa0c77a2504ff630537f\" tg-width=\"820\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>万亿美元级别的资产价格上涨</b></p><p>在上个月与客户分享的一份研究报告中，花旗集团(Citigroup)全球市场策略师马特·金(Matt King)详细描述了世界各大央行最近如何向全球金融体系注入1万亿美元。</p><p>根据金的分析，这一增长大部分来自中国人民银行，它逆全球货币紧缩趋势而动，选择直接向其银行系统注入流动性，占据了1万亿美元数字的大部分。</p><p>“尽管各国央行告诉我们，他们将收紧货币政策，但事实证明，在全球层面上，他们在过去三个月里刚刚增加了价值1万亿美元的流动性,”金表示。</p><p>金在报告中表示，他得出结论认为，基本面的变化(即经济增长和通胀前景的变化)不能解释全球市场的波动，包括全球股市的反弹，因此他受到启发，更仔细地研究了央行的资产负债表。</p><p>当他最终将全球股市走势与全球央行流动性的变化趋势进行对比时，他发现，这几乎是一种完美的契合。</p><p>下图追踪了<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>资本国际全球指数990100的表现，该指数反映了银行体系流动性的起伏。根据 FactSet 的数据，该指数自9月底以来已上涨12%。大约在同一时间，全球央行的流动性停止下降，开始再次扩张。</p><p><img src=\"https://static.tigerbbs.com/60b843c8ea2e4ae086e1e0ae27d671d5\" tg-width=\"1080\" tg-height=\"858\" referrerpolicy=\"no-referrer\"/></p><p>但金和另一位驻伦敦策略师、宏观咨询公司 CrossBorder Capital 董事总经理迈克尔·豪厄尔(Michael Howell)表示，就连美联储也在以一种更为被动的方式加剧了流动性泛滥。</p><p>一年多以来，美联储一直在宣传其计划，通过提高利率和减少债券持有量来“收紧”美国金融体系的流动性，方法是选择不将到期债券的收益进行再投资。</p><p>根据圣路易斯联邦储备银行的数据，尽管自去年春天以来，美联储持有的债券规模缩减了约5000亿美元，但其资产负债表的另一个重要组成部分——美国银行系统准备金——似乎没有增长。</p><p>根据美联储每周发布的最新数据，截至2月22日，美联储各银行的准备金余额为3.01万亿美元，这比9月底的2.9万亿美元略有上升。</p><p>豪厄尔表示: “据称美联储正在剥离资产负债表，但银行准备金没有下降”。</p><p>他表示，这也可能有助于支撑股价，因为美国银行业向金融体系注入的资金规模已经扩大，而非收缩。</p><p><b>股市开始回落</b></p><p>可以肯定的是，美国股市在最近几周已经回落，根据 FactSet 的数据，纳斯达克综合指数在一月份上涨了0.73% ，创下了20年来最好的开局。</p><p>股市停止攀升，可能是全球流动性再次回落的迹象。美联储是否会再次出手拯救市场，仍有待观察。</p><p>但最终，股票估值有可能因此而受到影响。豪厄尔和他的团队认为，美联储可能需要更大幅度地提高利率，以弥补其不愿进一步削减银行系统准备金的不足。</p><p>美国股市在经历了几周的反弹后，似乎也开始感受到债券收益率上升的影响。纳斯达克综合指数、标普500指数和道琼斯工业平均指数在二月份都有所回落。周四，随着10年期美国国债收益率突破4% ，它们的表现喜忧参半，债券收益率与股票价格走势相反。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316732529","content_text":"在全球范围内，流动性实际上在最近几个月有所增加。全球股市近期的上涨令许多华尔街投资者感到有些困惑，因为股市——尤其是那些几乎没有盈利的高风险成长型股票——抵御住了更具吸引力的债券收益率的拉动，以及加息的威胁，从去年的大幅抛售中强劲反弹。但一些华尔街分析师表示，他们找到了一种与通胀和全球经济状况无关的解释。答案就是：尽管美联储、欧洲中央银行和英格兰银行已经宣称他们正在试图抽干银行系统泛滥的流动性，但在全球范围内，流动性实际上在最近几个月有所增加。这在一定程度上是由于政策制定者无法控制的因素造成的。万亿美元级别的资产价格上涨在上个月与客户分享的一份研究报告中，花旗集团(Citigroup)全球市场策略师马特·金(Matt King)详细描述了世界各大央行最近如何向全球金融体系注入1万亿美元。根据金的分析，这一增长大部分来自中国人民银行，它逆全球货币紧缩趋势而动，选择直接向其银行系统注入流动性，占据了1万亿美元数字的大部分。“尽管各国央行告诉我们，他们将收紧货币政策，但事实证明，在全球层面上，他们在过去三个月里刚刚增加了价值1万亿美元的流动性,”金表示。金在报告中表示，他得出结论认为，基本面的变化(即经济增长和通胀前景的变化)不能解释全球市场的波动，包括全球股市的反弹，因此他受到启发，更仔细地研究了央行的资产负债表。当他最终将全球股市走势与全球央行流动性的变化趋势进行对比时，他发现，这几乎是一种完美的契合。下图追踪了摩根士丹利资本国际全球指数990100的表现，该指数反映了银行体系流动性的起伏。根据 FactSet 的数据，该指数自9月底以来已上涨12%。大约在同一时间，全球央行的流动性停止下降，开始再次扩张。但金和另一位驻伦敦策略师、宏观咨询公司 CrossBorder Capital 董事总经理迈克尔·豪厄尔(Michael Howell)表示，就连美联储也在以一种更为被动的方式加剧了流动性泛滥。一年多以来，美联储一直在宣传其计划，通过提高利率和减少债券持有量来“收紧”美国金融体系的流动性，方法是选择不将到期债券的收益进行再投资。根据圣路易斯联邦储备银行的数据，尽管自去年春天以来，美联储持有的债券规模缩减了约5000亿美元，但其资产负债表的另一个重要组成部分——美国银行系统准备金——似乎没有增长。根据美联储每周发布的最新数据，截至2月22日，美联储各银行的准备金余额为3.01万亿美元，这比9月底的2.9万亿美元略有上升。豪厄尔表示: “据称美联储正在剥离资产负债表，但银行准备金没有下降”。他表示，这也可能有助于支撑股价，因为美国银行业向金融体系注入的资金规模已经扩大，而非收缩。股市开始回落可以肯定的是，美国股市在最近几周已经回落，根据 FactSet 的数据，纳斯达克综合指数在一月份上涨了0.73% ，创下了20年来最好的开局。股市停止攀升，可能是全球流动性再次回落的迹象。美联储是否会再次出手拯救市场，仍有待观察。但最终，股票估值有可能因此而受到影响。豪厄尔和他的团队认为，美联储可能需要更大幅度地提高利率，以弥补其不愿进一步削减银行系统准备金的不足。美国股市在经历了几周的反弹后，似乎也开始感受到债券收益率上升的影响。纳斯达克综合指数、标普500指数和道琼斯工业平均指数在二月份都有所回落。周四，随着10年期美国国债收益率突破4% ，它们的表现喜忧参半，债券收益率与股票价格走势相反。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940199423,"gmtCreate":1677735393463,"gmtModify":1677735397937,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940199423","repostId":"1128463581","repostType":4,"repost":{"id":"1128463581","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":1677726509,"share":"https://ttm.financial/m/news/1128463581?lang=&edition=fundamental","pubTime":"2023-03-02 11:08","market":"hk","language":"zh","title":"理想汽车：2027年要占据20万元以上乘用车35%的市场份额","url":"https://stock-news.laohu8.com/highlight/detail?id=1128463581","media":"老虎资讯综合","summary":"2023年公司要成为全球领先的人工智能企业。","content":"<html><head></head><body><p>3月2日，理想汽车春季媒体沟通会上，理想汽车董事长李想透露了理想汽车接下来的目标计划，包括2023年公司要成为全球领先的人工智能企业；2027年，公司20万元以上乘用车占据35%的市场份额。（e公司）</p><p>李想表示，<b>行业部分企业的电动车降价之举可能不能带来盈利，但可以打击对手。</b>对于降低整车成本，李想表示，换电模式的前景非常可期，尤其如果未来电动车电池可以不卖给消费者，电动车成本可以比燃油车低。</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>理想汽车：2027年要占据20万元以上乘用车35%的市场份额</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理想汽车：2027年要占据20万元以上乘用车35%的市场份额\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\">2023-03-02 11:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月2日，理想汽车春季媒体沟通会上，理想汽车董事长李想透露了理想汽车接下来的目标计划，包括2023年公司要成为全球领先的人工智能企业；2027年，公司20万元以上乘用车占据35%的市场份额。（e公司）</p><p>李想表示，<b>行业部分企业的电动车降价之举可能不能带来盈利，但可以打击对手。</b>对于降低整车成本，李想表示，换电模式的前景非常可期，尤其如果未来电动车电池可以不卖给消费者，电动车成本可以比燃油车低。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128463581","content_text":"3月2日，理想汽车春季媒体沟通会上，理想汽车董事长李想透露了理想汽车接下来的目标计划，包括2023年公司要成为全球领先的人工智能企业；2027年，公司20万元以上乘用车占据35%的市场份额。（e公司）李想表示，行业部分企业的电动车降价之举可能不能带来盈利，但可以打击对手。对于降低整车成本，李想表示，换电模式的前景非常可期，尤其如果未来电动车电池可以不卖给消费者，电动车成本可以比燃油车低。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940069453,"gmtCreate":1677599374873,"gmtModify":1677599379071,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940069453","repostId":"1177033309","repostType":4,"repost":{"id":"1177033309","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":1677596389,"share":"https://ttm.financial/m/news/1177033309?lang=&edition=fundamental","pubTime":"2023-02-28 22:59","market":"us","language":"zh","title":"Meta涨近4%，成立专注人工智能的新团队","url":"https://stock-news.laohu8.com/highlight/detail?id=1177033309","media":"老虎资讯综合","summary":"2月28日，Meta涨近4%，报175.89美元。Meta表示，将在公司内部创建一个新的产品团队，专注于生成式人工智能，一套新的机器学习技术，允许计算机生成文本、绘制图片，并创建类似人类输出的其他媒体","content":"<html><head></head><body><p>2月28日，<a href=\"https://laohu8.com/S/META\">Meta</a>涨近4%，报175.89美元。Meta表示，将在公司内部创建一个新的产品团队，专注于生成式人工智能，一套新的机器学习技术，允许计算机生成文本、绘制图片，并创建类似人类输出的其他媒体。</p><p><img src=\"https://static.tigerbbs.com/69030edce03c2f901775651143e6ebf6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>Meta涨近4%，成立专注人工智能的新团队</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\">\nMeta涨近4%，成立专注人工智能的新团队\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\">2023-02-28 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月28日，<a href=\"https://laohu8.com/S/META\">Meta</a>涨近4%，报175.89美元。Meta表示，将在公司内部创建一个新的产品团队，专注于生成式人工智能，一套新的机器学习技术，允许计算机生成文本、绘制图片，并创建类似人类输出的其他媒体。</p><p><img src=\"https://static.tigerbbs.com/69030edce03c2f901775651143e6ebf6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177033309","content_text":"2月28日，Meta涨近4%，报175.89美元。Meta表示，将在公司内部创建一个新的产品团队，专注于生成式人工智能，一套新的机器学习技术，允许计算机生成文本、绘制图片，并创建类似人类输出的其他媒体。","news_type":1,"symbols_score_info":{"META":0.9}},"isVote":1,"tweetType":1,"viewCount":2809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953250115,"gmtCreate":1673272357637,"gmtModify":1676538809218,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953250115","repostId":"2302723422","repostType":2,"repost":{"id":"2302723422","kind":"news","pubTimestamp":1673249109,"share":"https://ttm.financial/m/news/2302723422?lang=&edition=fundamental","pubTime":"2023-01-09 15:25","market":"us","language":"zh","title":"蔚来2022年交付新车122486台","url":"https://stock-news.laohu8.com/highlight/detail?id=2302723422","media":"新民晚报","summary":"2023年1月1日，蔚来公布2022年12月及全年交付量。2022年四季度蔚来共交付新车40,052台，同比增长60%，创季度交付纪录；其中ET7、ES7和ET5交付31，093台，占比达77.6%。2022年，蔚来共交付新车122,486台，同比增长34%，继续引领高端纯电市场。截至2022年12月31日，蔚来新车已累计交付289,556台。产品方面，蔚来先后交付第二代技术平台三款车型ET7、ES7和ET5，以及2022款ES8、ES6和EC6；在2022年12月24日，蔚来发布智能电动旗舰轿跑SUV EC7以及全场景智能电动旗舰SUV全新ES8。","content":"<html><body><article><p>2023年1月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>公布2022年12月及全年交付量。</p><p>2022年12月，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>交付新车15,815台，创月度交付新高，同比增长50.8%；其中，第二代技术平台ET7、ES7和ET5三款车型交付量持续提升，达13,127台，占当月总交付数83%，标志着蔚来一、二代平台车型顺利实现市场切换。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15601724884/0\"/><p>2022年四季度蔚来共交付新车40,052台，同比增长60%，创季度交付纪录；其中ET7、ES7和ET5交付31，093台，占比达77.6%。</p><p>2022年，蔚来共交付新车122,486台，同比增长34%，继续引领高端纯电市场。截至2022年12月31日，蔚来新车已累计交付289,556台。</p><p>2022年，蔚来持续进行体系竞争力建设：</p><p>研发方面，2022年蔚来新建德国柏林创新中心、新加坡人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>与自动驾驶研发中心、匈牙利布达佩斯能源研发中心、深圳研发中心与杭州研发中心等国内外研发实体，持续开展支持全球市场的智能电动汽车各领域的自研工作。</p><p>产品方面，蔚来先后交付第二代技术平台三款车型ET7、ES7和ET5，以及2022款ES8、ES6和EC6；在2022年12月24日，蔚来发布智能电动旗舰轿跑SUV EC7以及全场景智能电动旗舰SUV全新ES8。</p><p>智能应用方面，Aspen、Alder和Banyan三大智能系统固件升级，含超百项功能新增及优化。NOP+增强领航辅助Beta开启推送。Panocinema内容持续增加，实现AR观影、AR看球及AR直播NIO Day；NIO 沉浸声新增包括5.1环绕声、7.1.4<a href=\"https://laohu8.com/S/DLB\">杜比</a>音乐、无损立体声、黑胶唱片等在内的原创、合作音乐共2358首，持续为用户提供高品质差异化的音乐体验。</p><p>能源基础设施建设方面，在全球新建换电站538座，累计建成1315座，其中高速公路换电站346座，在中国完成“5纵3横8大城市群”高速换电网络布局；累计建成充电桩13384根，成为中国市场建设充电桩数量最多的汽车品牌。</p><p>销售与服务网络方面，在全球2022年新建NIO House</p><p>63家、NIO Space 79家，服务中心101家、交付中心25家；已累计建成NIO House 99家、NIO Space 303家，服务中心288家、交付中心48家。</p><p>2022年，蔚来App进行了17次版本更新；NIO</p><p>Life发布1133款新品；Clean Parks项目在中国和欧洲的13处国家公园和自然保护地开展。</p><p>全球市场拓展方面，2022年蔚来开始在德国、荷兰、丹麦和瑞典建立由产品和服务等构成的完整运营体系，并开启了ET7交付。</p><p>资本市场方面，蔚来先后在<a href=\"https://laohu8.com/S/00388\">香港交易所</a>、<a href=\"https://laohu8.com/S/S68.SI\">新加坡交易所</a>挂牌交易，成为全球首家三地上市的汽车企业。</p><p>2023年，蔚来将交付智能电动旗舰轿跑SUV EC7、全场景智能电动旗舰SUV全新ES8等新车型，实现第二代平台车型的全面交付；第三代换电站和500kW超快充将开始部署，在中国计划累计建成换电站超1,700座，充电桩超20,000根。在欧洲，蔚来将持续进行运营体系建设，为更多用户提供更好的服务。</p><p>（新民网出于传递汽车资讯的目的刊登此文，不代表本网观点）</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>蔚来2022年交付新车122486台</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蔚来2022年交付新车122486台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-09 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230109152812824cdbfd&s=b><strong>新民晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023年1月1日，蔚来公布2022年12月及全年交付量。2022年12月，蔚来交付新车15,815台，创月度交付新高，同比增长50.8%；其中，第二代技术平台ET7、ES7和ET5三款车型交付量持续提升，达13,127台，占当月总交付数83%，标志着蔚来一、二代平台车型顺利实现市场切换。2022年四季度蔚来共交付新车40,052台，同比增长60%，创季度交付纪录；其中ET7、ES7和ET5交付...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230109152812824cdbfd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4505":"高瓴资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4099":"汽车制造商","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4509":"腾讯概念","BK4555":"新能源车","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230109152812824cdbfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2302723422","content_text":"2023年1月1日，蔚来公布2022年12月及全年交付量。2022年12月，蔚来交付新车15,815台，创月度交付新高，同比增长50.8%；其中，第二代技术平台ET7、ES7和ET5三款车型交付量持续提升，达13,127台，占当月总交付数83%，标志着蔚来一、二代平台车型顺利实现市场切换。2022年四季度蔚来共交付新车40,052台，同比增长60%，创季度交付纪录；其中ET7、ES7和ET5交付31，093台，占比达77.6%。2022年，蔚来共交付新车122,486台，同比增长34%，继续引领高端纯电市场。截至2022年12月31日，蔚来新车已累计交付289,556台。2022年，蔚来持续进行体系竞争力建设：研发方面，2022年蔚来新建德国柏林创新中心、新加坡人工智能与自动驾驶研发中心、匈牙利布达佩斯能源研发中心、深圳研发中心与杭州研发中心等国内外研发实体，持续开展支持全球市场的智能电动汽车各领域的自研工作。产品方面，蔚来先后交付第二代技术平台三款车型ET7、ES7和ET5，以及2022款ES8、ES6和EC6；在2022年12月24日，蔚来发布智能电动旗舰轿跑SUV EC7以及全场景智能电动旗舰SUV全新ES8。智能应用方面，Aspen、Alder和Banyan三大智能系统固件升级，含超百项功能新增及优化。NOP+增强领航辅助Beta开启推送。Panocinema内容持续增加，实现AR观影、AR看球及AR直播NIO Day；NIO 沉浸声新增包括5.1环绕声、7.1.4杜比音乐、无损立体声、黑胶唱片等在内的原创、合作音乐共2358首，持续为用户提供高品质差异化的音乐体验。能源基础设施建设方面，在全球新建换电站538座，累计建成1315座，其中高速公路换电站346座，在中国完成“5纵3横8大城市群”高速换电网络布局；累计建成充电桩13384根，成为中国市场建设充电桩数量最多的汽车品牌。销售与服务网络方面，在全球2022年新建NIO House63家、NIO Space 79家，服务中心101家、交付中心25家；已累计建成NIO House 99家、NIO Space 303家，服务中心288家、交付中心48家。2022年，蔚来App进行了17次版本更新；NIOLife发布1133款新品；Clean Parks项目在中国和欧洲的13处国家公园和自然保护地开展。全球市场拓展方面，2022年蔚来开始在德国、荷兰、丹麦和瑞典建立由产品和服务等构成的完整运营体系，并开启了ET7交付。资本市场方面，蔚来先后在香港交易所、新加坡交易所挂牌交易，成为全球首家三地上市的汽车企业。2023年，蔚来将交付智能电动旗舰轿跑SUV EC7、全场景智能电动旗舰SUV全新ES8等新车型，实现第二代平台车型的全面交付；第三代换电站和500kW超快充将开始部署，在中国计划累计建成换电站超1,700座，充电桩超20,000根。在欧洲，蔚来将持续进行运营体系建设，为更多用户提供更好的服务。（新民网出于传递汽车资讯的目的刊登此文，不代表本网观点）","news_type":1,"symbols_score_info":{"09866":0.6,"NIO.SI":0.6,"EVS.SI":0.6,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925020254,"gmtCreate":1671875086678,"gmtModify":1676538606246,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925020254","repostId":"1152204501","repostType":2,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926416768,"gmtCreate":1671604397954,"gmtModify":1676538562790,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926416768","repostId":"2292807330","repostType":2,"repost":{"id":"2292807330","kind":"live","pubTimestamp":1671504315,"share":"https://ttm.financial/m/news/2292807330?lang=&edition=fundamental","pubTime":"2022-12-20 10:45","market":"hk","language":"zh","title":"博彩股普涨，澳门放宽入境核酸检测证明","url":"https://stock-news.laohu8.com/highlight/detail?id=2292807330","media":"格隆汇","summary":"12月20日，博彩股普涨，美高梅中国涨6.8%，澳博控股涨4%，新濠国际发展、永利澳门涨2%，金沙中国、银河娱乐涨1%","content":"<p>12月20日，博彩股普涨，<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>涨6.8%，<a href=\"https://laohu8.com/S/00880\">澳博控股</a>涨4%，<a href=\"https://laohu8.com/S/00200\">新濠国际发展</a>、永利澳门涨2%，金沙中国、银河娱乐涨1%</p><p><img src=\"https://static.tigerbbs.com/1c9d422c24bdfbeffe0a52423a9cf848\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","source":"live_gelonghui","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>博彩股普涨，澳门放宽入境核酸检测证明</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博彩股普涨，澳门放宽入境核酸检测证明\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月20日，博彩股普涨，美高梅中国涨6.8%，澳博控股涨4%，新濠国际发展、永利澳门涨2%，金沙中国、银河娱乐涨1%</p>\n\n<a href=\"http://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348783233.USD":"安联东方收入型 CI A Dis美元","02282":"美高梅中国","00880":"澳博控股","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","00200":"新濠国际发展","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","BK1521":"挪威政府全球养老基金持仓","00027":"银河娱乐","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK1172":"赌场与赌博","BK1589":"北水核心资产","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","01128":"永利澳门"},"source_url":"http://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2292807330","content_text":"12月20日，博彩股普涨，美高梅中国涨6.8%，澳博控股涨4%，新濠国际发展、永利澳门涨2%，金沙中国、银河娱乐涨1%","news_type":1,"symbols_score_info":{"00880":1,"02282":1,"01128":1,"00027":1,"00200":1}},"isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963681006,"gmtCreate":1668662045505,"gmtModify":1676538093119,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963681006","repostId":"2283268618","repostType":2,"repost":{"id":"2283268618","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1668496351,"share":"https://ttm.financial/m/news/2283268618?lang=&edition=fundamental","pubTime":"2022-11-15 15:12","market":"us","language":"zh","title":"【券商聚焦】大和料博彩股更具上涨空间 推荐美高梅中国(02282)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2283268618","media":"凤凰网港股","summary":"随着市场焦点正在转向疫控政策及博彩经营特许权竞标，该行认为澳门博彩板块具有更多上涨空间。该行重申对博彩业的积极立场，同时维持此前预测，短期内仍更看好美高梅中国及新濠博亚娱乐。此外据报道，澳门公开竞投委员会已达成协议，下一批特许经营商将在10年内投资1000亿澳门元 ，其中金沙中国和银河娱乐各投资200亿澳门元，其他经营各投资150亿澳门元，主要运用于非博彩项目。","content":"<html><body><p>大和发研报指，据该行调查，截至2022年11月13日，本月至今的GGR（博彩总收入）运行率为9300万澳门元。随着市场焦点正在转向疫控政策及博彩经营特许权竞标，该行认为澳门博彩板块具有更多上涨空间。该行重申对博彩业的积极立场，同时维持此前预测，短期内仍更看好<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>(02282，买入)及<a href=\"https://laohu8.com/S/MPEL\">新濠博亚娱乐</a>(MLCO，买入)。基于新博彩法和特许权重新招标，该行对澳门博彩业的前景总体上较市场观点更为乐观。</p><p>该行表示，国务院于11月11日发布了优化疫情防控工作二十条措施。随便澳门也调整了检疫政策，以效仿内地更新后的“5+3”政策。经过总防疫方针尚未调整，但仍释放了重新开放的积极讯号。此外据报道，澳门公开竞投委员会已达成协议，下一批特许经营商将在10年内投资1000亿澳门元（约合125亿美元），其中金沙中国(01928)和<a href=\"https://laohu8.com/S/00027\">银河娱乐</a>(00027)各投资200亿澳门元，其他经营各投资150亿澳门元，主要运用于非博彩项目。若消息准确，该行认为：1)金沙中国、银河娱乐的特许权中标或有效保障，以及2)资本支出承诺未有市场担忧地那般负面。</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>【券商聚焦】大和料博彩股更具上涨空间 推荐美高梅中国(02282)等</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【券商聚焦】大和料博彩股更具上涨空间 推荐美高梅中国(02282)等\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2022-11-15 15:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>大和发研报指，据该行调查，截至2022年11月13日，本月至今的GGR（博彩总收入）运行率为9300万澳门元。随着市场焦点正在转向疫控政策及博彩经营特许权竞标，该行认为澳门博彩板块具有更多上涨空间。该行重申对博彩业的积极立场，同时维持此前预测，短期内仍更看好<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>(02282，买入)及<a href=\"https://laohu8.com/S/MPEL\">新濠博亚娱乐</a>(MLCO，买入)。基于新博彩法和特许权重新招标，该行对澳门博彩业的前景总体上较市场观点更为乐观。</p><p>该行表示，国务院于11月11日发布了优化疫情防控工作二十条措施。随便澳门也调整了检疫政策，以效仿内地更新后的“5+3”政策。经过总防疫方针尚未调整，但仍释放了重新开放的积极讯号。此外据报道，澳门公开竞投委员会已达成协议，下一批特许经营商将在10年内投资1000亿澳门元（约合125亿美元），其中金沙中国(01928)和<a href=\"https://laohu8.com/S/00027\">银河娱乐</a>(00027)各投资200亿澳门元，其他经营各投资150亿澳门元，主要运用于非博彩项目。若消息准确，该行认为：1)金沙中国、银河娱乐的特许权中标或有效保障，以及2)资本支出承诺未有市场担忧地那般负面。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK1172":"赌场与赌博","02282":"美高梅中国","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0594300419.USD":"富达中国消费基金A","00027":"银河娱乐","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK1589":"北水核心资产"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=8a170c1b5d4e60bacabd94816850ea87","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283268618","content_text":"大和发研报指，据该行调查，截至2022年11月13日，本月至今的GGR（博彩总收入）运行率为9300万澳门元。随着市场焦点正在转向疫控政策及博彩经营特许权竞标，该行认为澳门博彩板块具有更多上涨空间。该行重申对博彩业的积极立场，同时维持此前预测，短期内仍更看好美高梅中国(02282，买入)及新濠博亚娱乐(MLCO，买入)。基于新博彩法和特许权重新招标，该行对澳门博彩业的前景总体上较市场观点更为乐观。该行表示，国务院于11月11日发布了优化疫情防控工作二十条措施。随便澳门也调整了检疫政策，以效仿内地更新后的“5+3”政策。经过总防疫方针尚未调整，但仍释放了重新开放的积极讯号。此外据报道，澳门公开竞投委员会已达成协议，下一批特许经营商将在10年内投资1000亿澳门元（约合125亿美元），其中金沙中国(01928)和银河娱乐(00027)各投资200亿澳门元，其他经营各投资150亿澳门元，主要运用于非博彩项目。若消息准确，该行认为：1)金沙中国、银河娱乐的特许权中标或有效保障，以及2)资本支出承诺未有市场担忧地那般负面。","news_type":1,"symbols_score_info":{"00027":1,"02282":1}},"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969499415,"gmtCreate":1668485795438,"gmtModify":1676538064631,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02282\">$美高梅中國(02282)$&nbsp;</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/02282\">$美高梅中國(02282)$&nbsp;</a>[呆住]&nbsp;","text":"$美高梅中國(02282)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/25c339482a5ebb19227e8e5d9be947ec","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969499415","isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9985549288,"gmtCreate":1667433756944,"gmtModify":1676537916335,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985549288","repostId":"1157364068","repostType":4,"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983156093,"gmtCreate":1666189210313,"gmtModify":1676537720168,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[愤怒]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[愤怒]&nbsp;","text":"$Grab Holdings(GRAB)$[愤怒]","images":[{"img":"https://community-static.tradeup.com/news/954d40559757be95a1cb04a14235dde5","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983156093","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980053606,"gmtCreate":1665619977505,"gmtModify":1676537636267,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[笑哭]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[笑哭]&nbsp;","text":"$Grab Holdings(GRAB)$[笑哭]","images":[{"img":"https://community-static.tradeup.com/news/f0a13f51100422f1ae07661f9b6935d3","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980053606","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917450222,"gmtCreate":1665571287267,"gmtModify":1676537629298,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01128\">$永利澳門(01128)$</a>[愤怒]&nbsp;","listText":"<a href=\"https://ttm.financial/S/01128\">$永利澳門(01128)$</a>[愤怒]&nbsp;","text":"$永利澳門(01128)$[愤怒]","images":[{"img":"https://community-static.tradeup.com/news/5956b20ad4223ca90ffa80bc1f8d5195","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917450222","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914812523,"gmtCreate":1665231028563,"gmtModify":1676537576262,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[愤怒]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[愤怒]&nbsp;","text":"$Grab Holdings(GRAB)$[愤怒]","images":[{"img":"https://community-static.tradeup.com/news/85dd80b75bcfd6b70fb61d2beb7a30f5","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914812523","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915476251,"gmtCreate":1665103764873,"gmtModify":1676537557428,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","text":"$Grab Holdings(GRAB)$[呆住]","images":[{"img":"https://community-static.tradeup.com/news/71773d07af636dfea5faf4069f846e20","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915476251","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915521595,"gmtCreate":1665075487517,"gmtModify":1676537553365,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a>[愤怒]&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$小米集團-W(01810)$</a>[愤怒]&nbsp;","text":"$小米集團-W(01810)$[愤怒]","images":[{"img":"https://community-static.tradeup.com/news/7cf8f2d1bf437e25ed24f699ac13b6c0","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915521595","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9015529878,"gmtCreate":1649515093748,"gmtModify":1676534523943,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>😂","listText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>😂","text":"$Roundhill Ball Metaverse ETF(METV)$😂","images":[{"img":"https://community-static.tradeup.com/news/48c7171a580a726be6db9edb5c994757","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015529878","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9069781538,"gmtCreate":1651364567368,"gmtModify":1676534894214,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>🥹","listText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>🥹","text":"$Roundhill Ball Metaverse ETF(METV)$🥹","images":[{"img":"https://community-static.tradeup.com/news/f76cbbf9e44bfe208737341cb44127dc","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069781538","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9969499415,"gmtCreate":1668485795438,"gmtModify":1676538064631,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02282\">$美高梅中國(02282)$&nbsp;</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/02282\">$美高梅中國(02282)$&nbsp;</a>[呆住]&nbsp;","text":"$美高梅中國(02282)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/25c339482a5ebb19227e8e5d9be947ec","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969499415","isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912601961,"gmtCreate":1664809173454,"gmtModify":1676537511875,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎證券(TIGR)$</a>🌚","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎證券(TIGR)$</a>🌚","text":"$老虎證券(TIGR)$🌚","images":[{"img":"https://community-static.tradeup.com/news/48894b60bbd8c24ab335c1a485b87017","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912601961","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900424978,"gmtCreate":1658755785794,"gmtModify":1676536202284,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>🙄","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics Holdings,Inc.(SENS)$</a>🙄","text":"$Senseonics Holdings,Inc.(SENS)$🙄","images":[{"img":"https://community-static.tradeup.com/news/92631c74233c5cc9fdd4182216fdae65","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900424978","isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832451184,"gmtCreate":1629676109748,"gmtModify":1676530090431,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/832451184","repostId":"1163247269","repostType":4,"repost":{"id":"1163247269","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":1629674424,"share":"https://ttm.financial/m/news/1163247269?lang=&edition=fundamental","pubTime":"2021-08-23 07:20","market":"sh","language":"zh","title":"前瞻：京东、小米、拼多多财报！聚焦全球央行年会","url":"https://stock-news.laohu8.com/highlight/detail?id=1163247269","media":"老虎资讯综合","summary":"摘要：\n\n事件方面：\n关注杰克逊霍尔全球央行年会会上美联储主席鲍威尔的讲话；理想汽车-W符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。\n\n\n数据方面：\n需要","content":"<p><b>摘要：</b></p>\n<blockquote>\n <b>事件方面：</b> \n <b>关注杰克逊霍尔全球央行年会会上美联储主席鲍威尔的讲话；<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。</b>\n</blockquote>\n<blockquote>\n <b>数据方面：</b> \n <b>需要关注</b> \n <b>美国制造</b> \n <b>业PMI数据，美国的二季度GDP修正值，以及上周初请失业金数据，还有美国7月核心PCE物价指数年率。</b>\n</blockquote>\n<blockquote>\n <b>财报方面：小米、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、</b> \n <b>快手、<a href=\"https://laohu8.com/S/601318\">中国平安</a>等公司将陆续公布财报</b> \n <b>。</b>\n</blockquote>\n<blockquote>\n <b>新股方面：先瑞达医疗将登陆港交所。</b>\n</blockquote>\n<p><b>重要经济数据一览</b></p>\n<p><b>8月23日周一关键词：美国制造业PMI数据、京东财报、<a href=\"https://laohu8.com/S/01368\">特步国际</a>财报</b><img src=\"https://static.tigerbbs.com/ca217f4d919b9ebc2f05fe823695bd2c\" tg-width=\"612\" tg-height=\"502\" referrerpolicy=\"no-referrer\"><b>数据方面，重点关注美国制造业PMI数据。</b>分析析称，数字表明美国通胀压力依然高企。新订单、发货和库存等指标显示制造业继续增长，但步伐更为谨慎。与此同时，交货时间延长，制造业交货时间指数攀升至纪录第二高水平。再加上未完成订单增加，都表明生产商在满足需求方面仍然存在困难。</p>\n<p><b>财报方面，</b>港股<b><a href=\"https://laohu8.com/S/01368\">特步国际</a>、</b><a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>、<a href=\"https://laohu8.com/S/01548\">金斯瑞生物科技</a>将公布财报；<b>美股方面，<a href=\"https://laohu8.com/S/JD\">京东</a>将于盘前公布财报。</b></p>\n<p><b>8月24日周二关键词：安踏体育、拼多多财报、先瑞达医疗IPO</b><img src=\"https://static.tigerbbs.com/47271f1c5289694a2f16bbb77d207229\" tg-width=\"609\" tg-height=\"274\" referrerpolicy=\"no-referrer\"><b>周二</b>，美国疾控中心顾问小组将对新冠疫苗增强剂效果进行评估。联邦卫生官员一直在研究是否最早在今年秋季就需要额外注射疫苗，他们评估了美国的病例数以及以色列等其他国家的情况，初步研究表明，在一月份接种疫苗的人群中，该疫苗对严重病情的保护作用下降了。</p>\n<p><b>经济数据方面，</b>美国8月里士蒙德联储制造业指数，新屋销售数据将公布。另外德国二季度GDP的数据也将公布。今年上半年德国GDP达到20571.40亿美元，首次突破2万亿美元大关，预计今年德国GDP将突破4万亿美元。</p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、</b><a href=\"https://laohu8.com/S/01833\">平安好医生</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>、<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>将公布财报，；美股<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/HTHT\">华住集团</a>也将在盘前公布财报。</p>\n<p>另外<a href=\"https://laohu8.com/S/00876\">佳兆业健康</a>、<a href=\"https://laohu8.com/S/01995\">旭辉永升服务</a>、<a href=\"https://laohu8.com/S/00656\">复星国际</a> 、<a href=\"https://laohu8.com/S/01610\">中粮家佳康</a>、<a href=\"https://laohu8.com/S/01458\">周黑鸭</a>和美股<a href=\"https://laohu8.com/S/BBY\">百思买</a>也将公布财报。</p>\n<p><b>新股IPO方面，<a href=\"https://laohu8.com/S/06669\">先瑞达医疗-B</a>将登陆港交所。</b>先瑞达医疗是一家领先的中国<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械企业，专注于提供血管疾病的介入无植入治疗方案。</p>\n<p><b>8月25日周三关键词：理想汽车-W收市后被纳入恒生综合指数、小米财报、快手财报</b><img src=\"https://static.tigerbbs.com/159861b4a5d448482c0c77458d6b3902\" tg-width=\"612\" tg-height=\"319\" referrerpolicy=\"no-referrer\"><b>周三，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>-W符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。</b>根据以往历史经验，被纳入恒生综合指数当日，个股股价往往会走高：同为新能源三剑客的小鹏汽车—W纳入当日强势上涨，一度涨超6%创上市新高价172.4港元，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>获纳入恒指，次日股价一度飙涨近5%。</p>\n<p>另外，蓝色起源将进行无人亚轨道飞行；<a href=\"https://laohu8.com/S/MSFT\">微软</a>将举办Xbox 的Gamescom直播活动。</p>\n<p><b>经济数据方面，</b>关注美国的耐用品订单数据以及EIA原油库存数据和其他原油数据。美国白宫此前敦促OPEC及其盟友提高石油产量，遏制油价进一步上涨，否则更高的油价和汽油价格可能损害全球经济复苏。</p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、</b><a href=\"https://laohu8.com/S/09633.HK\">农夫山泉</a>、<b><a href=\"https://laohu8.com/S/01024\">快手-W</a></b>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、<a href=\"https://laohu8.com/S/00168\">青岛啤酒股份</a>、<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>将公布财报；美股方面，<a href=\"https://laohu8.com/S/SNOS\">Snowflake</a>也将于盘后公布财报。</p>\n<p>另外美股<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/EH\">亿航智能</a>、<a href=\"https://laohu8.com/S/LX\">乐信</a>也将公布财报。</p>\n<p><b>8月26日周四关键词：美国失业金人数、中国平安财报、小鹏汽车财报</b><img src=\"https://static.tigerbbs.com/0641b845f4abb2b9bc73f7a635c5b073\" tg-width=\"615\" tg-height=\"371\" referrerpolicy=\"no-referrer\"><b>周四，理想汽车—W将被纳入恒生综合指数。</b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>售价449美元的低价款手机Pixel 5a将会在当日上市，另外欧洲央行也将公布7月份货币政策会议纪要。</p>\n<p><b>重磅财经数据方面，需要重点关注美国的二季度GDP修正值，以及上周初请失业金数据。</b>对于美国二季度GDP的高增长，分析指出，这主要是由于去年的第二季度正好是美国面临疫情大爆发而采取封锁措施的时候，所以当时的美国GDP是负数，经济处于严重下滑状态。</p>\n<p><b>财报方面</b>，港股<b><a href=\"https://laohu8.com/S/02318\">中国平安</a>、</b><a href=\"https://laohu8.com/S/02313\">申洲国际</a>、<a href=\"https://laohu8.com/S/06060\">众安在线</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>、<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/06699\">时代天使</a>将公布财报，美股<b><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a></b>将于盘前公布财报。</p>\n<p><b>8月27日周五关键词：杰克逊霍尔全球央行年会鲍威尔讲话、比亚迪股份财报</b><img src=\"https://static.tigerbbs.com/de87690c91a71dfeea9f301d1d9f750a\" tg-width=\"610\" tg-height=\"642\" referrerpolicy=\"no-referrer\"><b>周五，重点关注杰克逊霍尔全球央行年会，在会上美联储主席鲍威尔将进行讲话。</b>分析指出，美联储主席鲍威尔可能会利用杰克逊霍尔这个机会，进一步明确美联储收紧货币政策操作的顺序。去年的央行年会上，鲍威尔将美联储通胀制度转换为了灵活的平均通胀目标制，曾一度引发市场轰动。</p>\n<p>分析师预计，<b>鲍威尔将在下周公布更清晰的Taper路线图</b>，特别是如果他希望保持提前开始缩减购债规模的大门，就像一些担心近期通胀数据高企的美联储政策制定者所设想的那样的话。</p>\n<p><b>财经数据方面，关注美国7月核心PCE物价指数年率，</b>此前6月PCE物价指数同比增长4.0%，预期增长4%，前值增长3.9%，这一数据再次刷新了纪录，创1991年7月以来的最高水平；另外关注美国8月密歇根大学消费者信心指数终值。</p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/02333\">长城汽车</a></b>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/06185\">康希诺生物-B</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>，美股方面，<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>也将在盘前公布财报。</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>前瞻：京东、小米、拼多多财报！聚焦全球央行年会</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前瞻：京东、小米、拼多多财报！聚焦全球央行年会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-23 07:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>摘要：</b></p>\n<blockquote>\n <b>事件方面：</b> \n <b>关注杰克逊霍尔全球央行年会会上美联储主席鲍威尔的讲话；<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。</b>\n</blockquote>\n<blockquote>\n <b>数据方面：</b> \n <b>需要关注</b> \n <b>美国制造</b> \n <b>业PMI数据，美国的二季度GDP修正值，以及上周初请失业金数据，还有美国7月核心PCE物价指数年率。</b>\n</blockquote>\n<blockquote>\n <b>财报方面：小米、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、</b> \n <b>快手、<a href=\"https://laohu8.com/S/601318\">中国平安</a>等公司将陆续公布财报</b> \n <b>。</b>\n</blockquote>\n<blockquote>\n <b>新股方面：先瑞达医疗将登陆港交所。</b>\n</blockquote>\n<p><b>重要经济数据一览</b></p>\n<p><b>8月23日周一关键词：美国制造业PMI数据、京东财报、<a href=\"https://laohu8.com/S/01368\">特步国际</a>财报</b><img src=\"https://static.tigerbbs.com/ca217f4d919b9ebc2f05fe823695bd2c\" tg-width=\"612\" tg-height=\"502\" referrerpolicy=\"no-referrer\"><b>数据方面，重点关注美国制造业PMI数据。</b>分析析称，数字表明美国通胀压力依然高企。新订单、发货和库存等指标显示制造业继续增长，但步伐更为谨慎。与此同时，交货时间延长，制造业交货时间指数攀升至纪录第二高水平。再加上未完成订单增加，都表明生产商在满足需求方面仍然存在困难。</p>\n<p><b>财报方面，</b>港股<b><a href=\"https://laohu8.com/S/01368\">特步国际</a>、</b><a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>、<a href=\"https://laohu8.com/S/01548\">金斯瑞生物科技</a>将公布财报；<b>美股方面，<a href=\"https://laohu8.com/S/JD\">京东</a>将于盘前公布财报。</b></p>\n<p><b>8月24日周二关键词：安踏体育、拼多多财报、先瑞达医疗IPO</b><img src=\"https://static.tigerbbs.com/47271f1c5289694a2f16bbb77d207229\" tg-width=\"609\" tg-height=\"274\" referrerpolicy=\"no-referrer\"><b>周二</b>，美国疾控中心顾问小组将对新冠疫苗增强剂效果进行评估。联邦卫生官员一直在研究是否最早在今年秋季就需要额外注射疫苗，他们评估了美国的病例数以及以色列等其他国家的情况，初步研究表明，在一月份接种疫苗的人群中，该疫苗对严重病情的保护作用下降了。</p>\n<p><b>经济数据方面，</b>美国8月里士蒙德联储制造业指数，新屋销售数据将公布。另外德国二季度GDP的数据也将公布。今年上半年德国GDP达到20571.40亿美元，首次突破2万亿美元大关，预计今年德国GDP将突破4万亿美元。</p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、</b><a href=\"https://laohu8.com/S/01833\">平安好医生</a>、<a href=\"https://laohu8.com/S/06862\">海底捞</a>、<a href=\"https://laohu8.com/S/09922\">九毛九</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>将公布财报，；美股<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/HTHT\">华住集团</a>也将在盘前公布财报。</p>\n<p>另外<a href=\"https://laohu8.com/S/00876\">佳兆业健康</a>、<a href=\"https://laohu8.com/S/01995\">旭辉永升服务</a>、<a href=\"https://laohu8.com/S/00656\">复星国际</a> 、<a href=\"https://laohu8.com/S/01610\">中粮家佳康</a>、<a href=\"https://laohu8.com/S/01458\">周黑鸭</a>和美股<a href=\"https://laohu8.com/S/BBY\">百思买</a>也将公布财报。</p>\n<p><b>新股IPO方面，<a href=\"https://laohu8.com/S/06669\">先瑞达医疗-B</a>将登陆港交所。</b>先瑞达医疗是一家领先的中国<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械企业，专注于提供血管疾病的介入无植入治疗方案。</p>\n<p><b>8月25日周三关键词：理想汽车-W收市后被纳入恒生综合指数、小米财报、快手财报</b><img src=\"https://static.tigerbbs.com/159861b4a5d448482c0c77458d6b3902\" tg-width=\"612\" tg-height=\"319\" referrerpolicy=\"no-referrer\"><b>周三，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>-W符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。</b>根据以往历史经验，被纳入恒生综合指数当日，个股股价往往会走高：同为新能源三剑客的小鹏汽车—W纳入当日强势上涨，一度涨超6%创上市新高价172.4港元，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>获纳入恒指，次日股价一度飙涨近5%。</p>\n<p>另外，蓝色起源将进行无人亚轨道飞行；<a href=\"https://laohu8.com/S/MSFT\">微软</a>将举办Xbox 的Gamescom直播活动。</p>\n<p><b>经济数据方面，</b>关注美国的耐用品订单数据以及EIA原油库存数据和其他原油数据。美国白宫此前敦促OPEC及其盟友提高石油产量，遏制油价进一步上涨，否则更高的油价和汽油价格可能损害全球经济复苏。</p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、</b><a href=\"https://laohu8.com/S/09633.HK\">农夫山泉</a>、<b><a href=\"https://laohu8.com/S/01024\">快手-W</a></b>、<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>、<a href=\"https://laohu8.com/S/00168\">青岛啤酒股份</a>、<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>将公布财报；美股方面，<a href=\"https://laohu8.com/S/SNOS\">Snowflake</a>也将于盘后公布财报。</p>\n<p>另外美股<a href=\"https://laohu8.com/S/KC\">金山云</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/EH\">亿航智能</a>、<a href=\"https://laohu8.com/S/LX\">乐信</a>也将公布财报。</p>\n<p><b>8月26日周四关键词：美国失业金人数、中国平安财报、小鹏汽车财报</b><img src=\"https://static.tigerbbs.com/0641b845f4abb2b9bc73f7a635c5b073\" tg-width=\"615\" tg-height=\"371\" referrerpolicy=\"no-referrer\"><b>周四，理想汽车—W将被纳入恒生综合指数。</b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>售价449美元的低价款手机Pixel 5a将会在当日上市，另外欧洲央行也将公布7月份货币政策会议纪要。</p>\n<p><b>重磅财经数据方面，需要重点关注美国的二季度GDP修正值，以及上周初请失业金数据。</b>对于美国二季度GDP的高增长，分析指出，这主要是由于去年的第二季度正好是美国面临疫情大爆发而采取封锁措施的时候，所以当时的美国GDP是负数，经济处于严重下滑状态。</p>\n<p><b>财报方面</b>，港股<b><a href=\"https://laohu8.com/S/02318\">中国平安</a>、</b><a href=\"https://laohu8.com/S/02313\">申洲国际</a>、<a href=\"https://laohu8.com/S/06060\">众安在线</a>、<a href=\"https://laohu8.com/S/02400\">心动公司</a>、<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/06699\">时代天使</a>将公布财报，美股<b><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a></b>将于盘前公布财报。</p>\n<p><b>8月27日周五关键词：杰克逊霍尔全球央行年会鲍威尔讲话、比亚迪股份财报</b><img src=\"https://static.tigerbbs.com/de87690c91a71dfeea9f301d1d9f750a\" tg-width=\"610\" tg-height=\"642\" referrerpolicy=\"no-referrer\"><b>周五，重点关注杰克逊霍尔全球央行年会，在会上美联储主席鲍威尔将进行讲话。</b>分析指出，美联储主席鲍威尔可能会利用杰克逊霍尔这个机会，进一步明确美联储收紧货币政策操作的顺序。去年的央行年会上，鲍威尔将美联储通胀制度转换为了灵活的平均通胀目标制，曾一度引发市场轰动。</p>\n<p>分析师预计，<b>鲍威尔将在下周公布更清晰的Taper路线图</b>，特别是如果他希望保持提前开始缩减购债规模的大门，就像一些担心近期通胀数据高企的美联储政策制定者所设想的那样的话。</p>\n<p><b>财经数据方面，关注美国7月核心PCE物价指数年率，</b>此前6月PCE物价指数同比增长4.0%，预期增长4%，前值增长3.9%，这一数据再次刷新了纪录，创1991年7月以来的最高水平；另外关注美国8月密歇根大学消费者信心指数终值。</p>\n<p><b>财报方面，港股<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>、<a href=\"https://laohu8.com/S/02333\">长城汽车</a></b>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>、<a href=\"https://laohu8.com/S/06185\">康希诺生物-B</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>，美股方面，<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>也将在盘前公布财报。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"SPY":"标普500ETF","DJX":"1/100道琼斯","UDOW":"三倍做多道指30ETF-ProShares","OEX":"标普100","JD":"京东","UPRO":"三倍做多标普500ETF-ProShares","PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","01810":"小米集团-W",".DJI":"道琼斯","PSQ":"做空纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","IVV":"标普500ETF-iShares","09618":"京东集团-SW","SDOW":"三倍做空道指30ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163247269","content_text":"摘要：\n\n事件方面：\n关注杰克逊霍尔全球央行年会会上美联储主席鲍威尔的讲话；理想汽车-W符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。\n\n\n数据方面：\n需要关注\n美国制造\n业PMI数据，美国的二季度GDP修正值，以及上周初请失业金数据，还有美国7月核心PCE物价指数年率。\n\n\n财报方面：小米、京东、拼多多、安踏体育、小鹏汽车、\n快手、中国平安等公司将陆续公布财报\n。\n\n\n新股方面：先瑞达医疗将登陆港交所。\n\n重要经济数据一览\n8月23日周一关键词：美国制造业PMI数据、京东财报、特步国际财报数据方面，重点关注美国制造业PMI数据。分析析称，数字表明美国通胀压力依然高企。新订单、发货和库存等指标显示制造业继续增长，但步伐更为谨慎。与此同时，交货时间延长，制造业交货时间指数攀升至纪录第二高水平。再加上未完成订单增加，都表明生产商在满足需求方面仍然存在困难。\n财报方面，港股特步国际、药明生物、海吉亚医疗、金斯瑞生物科技将公布财报；美股方面，京东将于盘前公布财报。\n8月24日周二关键词：安踏体育、拼多多财报、先瑞达医疗IPO周二，美国疾控中心顾问小组将对新冠疫苗增强剂效果进行评估。联邦卫生官员一直在研究是否最早在今年秋季就需要额外注射疫苗，他们评估了美国的病例数以及以色列等其他国家的情况，初步研究表明，在一月份接种疫苗的人群中，该疫苗对严重病情的保护作用下降了。\n经济数据方面，美国8月里士蒙德联储制造业指数，新屋销售数据将公布。另外德国二季度GDP的数据也将公布。今年上半年德国GDP达到20571.40亿美元，首次突破2万亿美元大关，预计今年德国GDP将突破4万亿美元。\n财报方面，港股安踏体育、平安好医生、海底捞、九毛九、碧桂园将公布财报，；美股拼多多、华住集团也将在盘前公布财报。\n另外佳兆业健康、旭辉永升服务、复星国际 、中粮家佳康、周黑鸭和美股百思买也将公布财报。\n新股IPO方面，先瑞达医疗-B将登陆港交所。先瑞达医疗是一家领先的中国创新医疗器械企业，专注于提供血管疾病的介入无植入治疗方案。\n8月25日周三关键词：理想汽车-W收市后被纳入恒生综合指数、小米财报、快手财报周三，理想汽车-W符合相关指数的快速纳入规则要求，将于8月25日收市后被纳入恒生综合指数，并于26日起生效。根据以往历史经验，被纳入恒生综合指数当日，个股股价往往会走高：同为新能源三剑客的小鹏汽车—W纳入当日强势上涨，一度涨超6%创上市新高价172.4港元，比亚迪股份获纳入恒指，次日股价一度飙涨近5%。\n另外，蓝色起源将进行无人亚轨道飞行；微软将举办Xbox 的Gamescom直播活动。\n经济数据方面，关注美国的耐用品订单数据以及EIA原油库存数据和其他原油数据。美国白宫此前敦促OPEC及其盟友提高石油产量，遏制油价进一步上涨，否则更高的油价和汽油价格可能损害全球经济复苏。\n财报方面，港股小米集团-W、农夫山泉、快手-W、奈雪的茶、青岛啤酒股份、碧桂园服务将公布财报；美股方面，Snowflake也将于盘后公布财报。\n另外美股金山云、汽车之家、亿航智能、乐信也将公布财报。\n8月26日周四关键词：美国失业金人数、中国平安财报、小鹏汽车财报周四，理想汽车—W将被纳入恒生综合指数。谷歌售价449美元的低价款手机Pixel 5a将会在当日上市，另外欧洲央行也将公布7月份货币政策会议纪要。\n重磅财经数据方面，需要重点关注美国的二季度GDP修正值，以及上周初请失业金数据。对于美国二季度GDP的高增长，分析指出，这主要是由于去年的第二季度正好是美国面临疫情大爆发而采取封锁措施的时候，所以当时的美国GDP是负数，经济处于严重下滑状态。\n财报方面，港股中国平安、申洲国际、众安在线、心动公司、周生生、时代天使将公布财报，美股小鹏汽车将于盘前公布财报。\n8月27日周五关键词：杰克逊霍尔全球央行年会鲍威尔讲话、比亚迪股份财报周五，重点关注杰克逊霍尔全球央行年会，在会上美联储主席鲍威尔将进行讲话。分析指出，美联储主席鲍威尔可能会利用杰克逊霍尔这个机会，进一步明确美联储收紧货币政策操作的顺序。去年的央行年会上，鲍威尔将美联储通胀制度转换为了灵活的平均通胀目标制，曾一度引发市场轰动。\n分析师预计，鲍威尔将在下周公布更清晰的Taper路线图，特别是如果他希望保持提前开始缩减购债规模的大门，就像一些担心近期通胀数据高企的美联储政策制定者所设想的那样的话。\n财经数据方面，关注美国7月核心PCE物价指数年率，此前6月PCE物价指数同比增长4.0%，预期增长4%，前值增长3.9%，这一数据再次刷新了纪录，创1991年7月以来的最高水平；另外关注美国8月密歇根大学消费者信心指数终值。\n财报方面，港股比亚迪股份、长城汽车、泡泡玛特、比亚迪电子、康希诺生物-B、新东方在线，美股方面，BOSS直聘也将在盘前公布财报。","news_type":1,"symbols_score_info":{".IXIC":0.9,"01810":0.9,"PSQ":0.9,"OEX":0.9,"SDOW":0.9,"UDOW":0.9,"OEF":0.9,"PDD":0.9,"ESmain":0.9,"DJX":0.9,"DXD":0.9,"QLD":0.9,"QNETCN":0.9,"JD":0.9,"IVV":0.9,"SPXU":0.9,"09618":0.9,"SPY":0.9,"UPRO":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912905083,"gmtCreate":1664724299442,"gmtModify":1676537498533,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","text":"$Grab Holdings(GRAB)$[呆住]","images":[{"img":"https://community-static.tradeup.com/news/9437f09101b7ee2cbbb942ae41b638d1","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912905083","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919262941,"gmtCreate":1663808936283,"gmtModify":1676537340286,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","text":"$Grab Holdings(GRAB)$[呆住]","images":[{"img":"https://community-static.tradeup.com/news/6413420e449bc25870f0a42633f7c99f","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919262941","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918696812,"gmtCreate":1664373302336,"gmtModify":1676537442658,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>[无语]&nbsp;","listText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>[无语]&nbsp;","text":"$Roundhill Ball Metaverse ETF(METV)$[无语]","images":[{"img":"https://community-static.tradeup.com/news/7aa1af2e20bb77dcc1039b2e1f393763","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918696812","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919939232,"gmtCreate":1663718340427,"gmtModify":1676537321100,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>[愤怒]&nbsp;","listText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>[愤怒]&nbsp;","text":"$澳博控股(00880)$[愤怒]","images":[{"img":"https://community-static.tradeup.com/news/553c348290fa6b32e33db3a471c1df79","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919939232","isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9043828503,"gmtCreate":1655907250203,"gmtModify":1676535729570,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01128\">$永利澳門(01128)$</a>😄","listText":"<a href=\"https://ttm.financial/S/01128\">$永利澳門(01128)$</a>😄","text":"$永利澳門(01128)$😄","images":[{"img":"https://community-static.tradeup.com/news/a94cf4311d821fe4c9bd740ad3666d4e","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043828503","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126099144,"gmtCreate":1624535936888,"gmtModify":1703839641063,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"well say","listText":"well say","text":"well say","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126099144","repostId":"1144044065","repostType":4,"repost":{"id":"1144044065","kind":"news","pubTimestamp":1624532990,"share":"https://ttm.financial/m/news/1144044065?lang=&edition=fundamental","pubTime":"2021-06-24 19:09","market":"us","language":"zh","title":"银保监会官员：全球经济处敏感时期，短期难回常态","url":"https://stock-news.laohu8.com/highlight/detail?id=1144044065","media":"新浪财经","summary":"这次疫情至少是自第二次世界大战以来对全球经济、人类社会最大的一次冲击。","content":"<p>2021财新夏季峰会于2021年6月23-25日在北京举办，中国银行保险监督管理委员会领导于学军出席并演讲。</p>\n<p>于学军表示，全球经济正处于演进变化的敏感时期，短期内难以回归常态。</p>\n<p>他解释称，首先，今年全球经济面临的复杂性和敏感性是受去年新冠肺炎疫情在全球的暴发、蔓延而形成的，“这个冲击太大了”。他引用联合国报告称这“是自上世纪30年代经济大萧条以来，全球经济最严重的收缩，收缩的程度是2009年国际金融危机的2.5倍”。他又说道，</p>\n<blockquote>\n “从我们的记忆来说，这次疫情至少是自第二次世界大战以来对全球经济、人类社会最大的一次冲击。”\n</blockquote>\n<p>去年全球经济总体下降4.4%，由于中国疫情控制得好，并且防疫和经济工作两手抓，复工复产有力有效，成为了全球前十大经济体中唯一实现正增长的国家，全年经济增长2.3%。于学军说，</p>\n<blockquote>\n “这个（增长）2.3%，现在非常有名，我们看电视、报纸，包括国外的一些学者，他们也经常提起来2.3%。”\n</blockquote>\n<p>第二，由于新冠疫情对全球经济形成的罕见冲击，所以各国政府普遍实行了超宽松的刺激性经济政策，历史比较来看，这些政策力度是空前的，在各国稳定经济和维护社会秩序等方面均发挥了重要作用，但与此同时这些超宽松的政策也带来许多问题。</p>\n<p>第三，全球地缘政治的变化和影响。</p>\n<p>于学军表示，控制疫情的关键环节在于疫苗的研发和接种，各国都希望可以毕其功于一役，现在看进展很快，远超出人们之前的预期。未来如何变化取决于两个因素，一是疫苗的有效性，包括有效期，尚有待时间检验。</p>\n<p>二是新冠病毒变异的速度和复杂性。“过去我们做银行监管常说的一句话，叫做‘监管就是与风险赛跑’，今天我们把这句话借用过来，我们认为抗击新冠疫情实际上也是与新冠病毒的变异赛跑”，他说，总体来看人类抗击新冠疫情的形势已现光明，现在普遍看起来是乐观情绪主导，相信对经济的负面影响也会逐步减弱。</p>\n<p>谈及超宽松的刺激性政策何去何从，于学军分析了美国的情况。</p>\n<p>去年在特朗普执政时期，新冠肺炎在美国大面积传染之后，美联储在3月中旬一次性将联邦储备利率由1.5%-1.75%调低为0%到0.25%，即所谓的“零利率”。年末美联储又加大QE政策，从12月起将其购债规模每月增加到1200亿美元。</p>\n<p>拜登总统上任之后，进一步加大财政的刺激性政策，最具代表性的就是于今年4月通过的1.9万亿美元的新冠纾困法案。另外，他还提出基建投资的复兴计划。开始拟定的是2.25万亿规模，最近有所压缩，预计约1万亿美元。</p>\n<p>去年开始美联储实行超宽松的货币政策，使其资产负债表大幅增加，已从初期的约4万亿美元陡增至年末的7.5万亿美元，最新大概达到8万亿美元。这使全球的美元流动性不断膨胀，并造成大宗初级商品的价格大幅上涨，包括粮食也出现罕见的涨价现象，全球对通胀的担忧由此产生。</p>\n<p>于学军认为，随着美国抗疫形势出现好转，在货币超宽松刺激政策累加的作用之下，美国经济出现强势反弹，最新据经合组织OECD中期经济展望预测，今年美国经济将增长6.9%，比之前的预测调高了0.4个百分点。</p>\n<p>针对这些新变化，美联储在6月最新的议息会议上已开始释放鹰派信号，市场预计美联储加息或提前一年至2022年下半年。另外通货膨胀预期也被大幅上调，预计2021年美国的PCE及个人消费支出价格指数将升到3.4%，较3月的预测值上调1个百分点。于学军称，</p>\n<blockquote>\n “我们处于这样一个宏观调控政策有可能随时发生调整变化的窗口期，所以市场表现极为敏感，一个信息、美联储的一句措词都有可能引起市场的巨大波动。现在粮食、铁矿石、石油、黄金、汇率几乎每天都出现上涨、下跌，有不同的变化，没有一致的方向，处在这样的一个敏感期。”\n</blockquote>\n<p>为什么短期常态难回归呢？他给出两个原因：</p>\n<p>一是新冠疫情的冲击太大，现在疫情控制仍然难以预料。另外，疫情控制之后其对人类社会产生的重大影响，尤其是对经济活动的影响，也需要一个时间进行评估。</p>\n<p>二是各国超宽松的刺激性政策形成了重大影响，这些政策的退出需要一个较长的过程，并且覆水难收，尤其是美联储投放出去的基础货币很难在短期收回，也许会成为一段历史永远保留下去。</p>\n<blockquote>\n “2008年美国发生金融危机之后，美联储就实行了量化宽松的货币政策，这个之前美联储的资产负债表不到9000亿美元，后来最高增加到了4.5万亿美元，现在又增加到8万亿美元。这样计算下来，\n <b>预计最终美联储的资产负债表将比2008年金融危机之前提高10倍以上</b>，这些大量的美元流动性投入到世界各地，对全球经济金融市场形成巨大影响，尤其是下一步对通货膨胀的影响，我认为短期内难以消除，也难以准确评估。”\n</blockquote>","source":"XLCJ","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>银保监会官员：全球经济处敏感时期，短期难回常态</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银保监会官员：全球经济处敏感时期，短期难回常态\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.cn/hy/2021-06-24/detail-ikqciyzk1510511.d.html?from=wap><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021财新夏季峰会于2021年6月23-25日在北京举办，中国银行保险监督管理委员会领导于学军出席并演讲。\n于学军表示，全球经济正处于演进变化的敏感时期，短期内难以回归常态。\n他解释称，首先，今年全球经济面临的复杂性和敏感性是受去年新冠肺炎疫情在全球的暴发、蔓延而形成的，“这个冲击太大了”。他引用联合国报告称这“是自上世纪30年代经济大萧条以来，全球经济最严重的收缩，收缩的程度是2009年国际...</p>\n\n<a href=\"https://finance.sina.cn/hy/2021-06-24/detail-ikqciyzk1510511.d.html?from=wap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f0777ffe79222b2a04c15407e205bed9","relate_stocks":{"000001.SH":"上证指数",".DJI":"道琼斯"},"source_url":"https://finance.sina.cn/hy/2021-06-24/detail-ikqciyzk1510511.d.html?from=wap","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144044065","content_text":"2021财新夏季峰会于2021年6月23-25日在北京举办，中国银行保险监督管理委员会领导于学军出席并演讲。\n于学军表示，全球经济正处于演进变化的敏感时期，短期内难以回归常态。\n他解释称，首先，今年全球经济面临的复杂性和敏感性是受去年新冠肺炎疫情在全球的暴发、蔓延而形成的，“这个冲击太大了”。他引用联合国报告称这“是自上世纪30年代经济大萧条以来，全球经济最严重的收缩，收缩的程度是2009年国际金融危机的2.5倍”。他又说道，\n\n “从我们的记忆来说，这次疫情至少是自第二次世界大战以来对全球经济、人类社会最大的一次冲击。”\n\n去年全球经济总体下降4.4%，由于中国疫情控制得好，并且防疫和经济工作两手抓，复工复产有力有效，成为了全球前十大经济体中唯一实现正增长的国家，全年经济增长2.3%。于学军说，\n\n “这个（增长）2.3%，现在非常有名，我们看电视、报纸，包括国外的一些学者，他们也经常提起来2.3%。”\n\n第二，由于新冠疫情对全球经济形成的罕见冲击，所以各国政府普遍实行了超宽松的刺激性经济政策，历史比较来看，这些政策力度是空前的，在各国稳定经济和维护社会秩序等方面均发挥了重要作用，但与此同时这些超宽松的政策也带来许多问题。\n第三，全球地缘政治的变化和影响。\n于学军表示，控制疫情的关键环节在于疫苗的研发和接种，各国都希望可以毕其功于一役，现在看进展很快，远超出人们之前的预期。未来如何变化取决于两个因素，一是疫苗的有效性，包括有效期，尚有待时间检验。\n二是新冠病毒变异的速度和复杂性。“过去我们做银行监管常说的一句话，叫做‘监管就是与风险赛跑’，今天我们把这句话借用过来，我们认为抗击新冠疫情实际上也是与新冠病毒的变异赛跑”，他说，总体来看人类抗击新冠疫情的形势已现光明，现在普遍看起来是乐观情绪主导，相信对经济的负面影响也会逐步减弱。\n谈及超宽松的刺激性政策何去何从，于学军分析了美国的情况。\n去年在特朗普执政时期，新冠肺炎在美国大面积传染之后，美联储在3月中旬一次性将联邦储备利率由1.5%-1.75%调低为0%到0.25%，即所谓的“零利率”。年末美联储又加大QE政策，从12月起将其购债规模每月增加到1200亿美元。\n拜登总统上任之后，进一步加大财政的刺激性政策，最具代表性的就是于今年4月通过的1.9万亿美元的新冠纾困法案。另外，他还提出基建投资的复兴计划。开始拟定的是2.25万亿规模，最近有所压缩，预计约1万亿美元。\n去年开始美联储实行超宽松的货币政策，使其资产负债表大幅增加，已从初期的约4万亿美元陡增至年末的7.5万亿美元，最新大概达到8万亿美元。这使全球的美元流动性不断膨胀，并造成大宗初级商品的价格大幅上涨，包括粮食也出现罕见的涨价现象，全球对通胀的担忧由此产生。\n于学军认为，随着美国抗疫形势出现好转，在货币超宽松刺激政策累加的作用之下，美国经济出现强势反弹，最新据经合组织OECD中期经济展望预测，今年美国经济将增长6.9%，比之前的预测调高了0.4个百分点。\n针对这些新变化，美联储在6月最新的议息会议上已开始释放鹰派信号，市场预计美联储加息或提前一年至2022年下半年。另外通货膨胀预期也被大幅上调，预计2021年美国的PCE及个人消费支出价格指数将升到3.4%，较3月的预测值上调1个百分点。于学军称，\n\n “我们处于这样一个宏观调控政策有可能随时发生调整变化的窗口期，所以市场表现极为敏感，一个信息、美联储的一句措词都有可能引起市场的巨大波动。现在粮食、铁矿石、石油、黄金、汇率几乎每天都出现上涨、下跌，有不同的变化，没有一致的方向，处在这样的一个敏感期。”\n\n为什么短期常态难回归呢？他给出两个原因：\n一是新冠疫情的冲击太大，现在疫情控制仍然难以预料。另外，疫情控制之后其对人类社会产生的重大影响，尤其是对经济活动的影响，也需要一个时间进行评估。\n二是各国超宽松的刺激性政策形成了重大影响，这些政策的退出需要一个较长的过程，并且覆水难收，尤其是美联储投放出去的基础货币很难在短期收回，也许会成为一段历史永远保留下去。\n\n “2008年美国发生金融危机之后，美联储就实行了量化宽松的货币政策，这个之前美联储的资产负债表不到9000亿美元，后来最高增加到了4.5万亿美元，现在又增加到8万亿美元。这样计算下来，\n 预计最终美联储的资产负债表将比2008年金融危机之前提高10倍以上，这些大量的美元流动性投入到世界各地，对全球经济金融市场形成巨大影响，尤其是下一步对通货膨胀的影响，我认为短期内难以消除，也难以准确评估。”","news_type":1,"symbols_score_info":{".DJI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925020254,"gmtCreate":1671875086678,"gmtModify":1676538606246,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925020254","repostId":"1152204501","repostType":2,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913983381,"gmtCreate":1663896654343,"gmtModify":1676537358364,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>[愤怒]&nbsp;","listText":"<a href=\"https://ttm.financial/S/METV\">$Roundhill Ball Metaverse ETF(METV)$</a>[愤怒]&nbsp;","text":"$Roundhill Ball Metaverse ETF(METV)$[愤怒]","images":[{"img":"https://community-static.tradeup.com/news/153f93af70b126db4b3f97bfba0bac95","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913983381","isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9936573050,"gmtCreate":1662790052470,"gmtModify":1676537142237,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[贱笑]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[贱笑]&nbsp;","text":"$Grab Holdings(GRAB)$[贱笑]","images":[{"img":"https://community-static.tradeup.com/news/a1a43f573356843cd7d340e8a1c2acf5","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936573050","isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931472939,"gmtCreate":1662508879621,"gmtModify":1676537074780,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[呆住]&nbsp;","text":"$Grab Holdings(GRAB)$[呆住]","images":[{"img":"https://community-static.tradeup.com/news/c7d8ca94fb0c004fa9165190dd60076e","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931472939","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052316181,"gmtCreate":1655125408243,"gmtModify":1676535565760,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>🙄️🙄️🙄️🙄️","listText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>🙄️🙄️🙄️🙄️","text":"$澳博控股(00880)$🙄️🙄️🙄️🙄️","images":[{"img":"https://community-static.tradeup.com/news/59601994b62f17ab767c3b799f025784","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052316181","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025797483,"gmtCreate":1653739710342,"gmtModify":1676535335248,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>🌚🌚🌚","listText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>🌚🌚🌚","text":"$澳博控股(00880)$🌚🌚🌚","images":[{"img":"https://community-static.tradeup.com/news/527837100cf3ee2d1f0c9f2771c6beb6","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025797483","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088233484,"gmtCreate":1650345785281,"gmtModify":1676534702257,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>😅","listText":"<a href=\"https://ttm.financial/S/00880\">$澳博控股(00880)$</a>😅","text":"$澳博控股(00880)$😅","images":[{"img":"https://community-static.tradeup.com/news/33c748adacd0f2b082e157cc1ab30834","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088233484","isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016310368,"gmtCreate":1649125568185,"gmtModify":1676534456310,"author":{"id":"3561468254985112","authorId":"3561468254985112","name":"Ellyelvc87","avatar":"https://static.tigerbbs.com/1f778aba1cdd81f030c29d5529b948ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561468254985112","idStr":"3561468254985112"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VUZI\">$Vuzix(VUZI)$</a>🤣","listText":"<a href=\"https://ttm.financial/S/VUZI\">$Vuzix(VUZI)$</a>🤣","text":"$Vuzix(VUZI)$🤣","images":[{"img":"https://community-static.tradeup.com/news/43ca777a3564230003c409804d58c9a8","width":"1125","height":"2711"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016310368","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}