Kyorilys personal page - To The Moon

Kyorilys

Kyorilys

救市金田

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169Followers

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2021-04-05

Haha

窗口期机会来了！六大券商看市，聚焦这些板块

2022-02-04

$Meta Platforms(FB)$ and $AMD(AMD)$ buybuy

@Daily_Discussion:🔥[Feb 4th]Share your trades today with others >>

2021-03-06

No keep promisee

失业救济金下调，拜登1.9万亿美元刺激方案再缩水

2022-02-11

$Grab Holdings(GRAB)$ add

@Daily_Discussion:🚀[Feb 10th]Share your trades today with others >>

2021-05-14

Sad case

经济学家全面上调未来一年的美国通胀预期

2021-02-22

$Palantir Technologies Inc.(PLTR)$@MunHonghehe

2021-06-13

Omg

大宗商品涨势按下暂停键，但背后利好仍在？

2021-05-14

Well the market up abit

美国5月消费者信心指数不及预期，分析者大呼诧异

2022-01-29

Wow So good

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-01-29

Scare to hu at dipcause it might not the dip yet

@MillionaireTiger:Retail Traders Continues to Buy the Dip, Not a Good Sign?

2021-02-07

apple????

2021年的“阿尔法”在哪里？私募大佬如是说

2021-04-13

244

@小虎AV:阿里巴巴遭天價罰款，來猜今日收盤價！

2021-03-15

apple

@Buy_Sell:【3月12日】你今天有什麼交易計劃？

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> add","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> add","text":"$Grab Holdings(GRAB)$ add","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092100716","repostId":"9096785615","repostType":1,"repost":{"id":9096785615,"gmtCreate":1644462183743,"gmtModify":1676533929933,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[Feb 10th]Share your trades today with others >>","htmlText":"Hi,Tigers! 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Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Thursday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+1.45%, theDow+0.86%, theNasdaq+2.06%, and theRussell 2000+1.86%. Within the S&amp;P 500, all 11 sectors finished higher.The leading sectors wereCommunication Services+2.45%, Real Estate+2.38%, and Technology+2.31%.The laggards wereConsumer Staples+0.02%, Utiliti","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins as reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Thursday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&P 500+1.45%, theDow+0.86%, theNasdaq+2.06%, and theRussell 2000+1.86%. 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Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Friday Afternoon Recap Stock futures rose in overnight trading Thursday as investors digested a slew of corporate earnings reports after the Nasdaq Composite posted its worst day in more than a year. Futures on the Dow Jones Industrial Average gained about 195 points, or 0.6%. S&amp;P 500 futures added 1.1%, and Nasdaq 100 futures rallied 1.9%. On Th","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Friday Afternoon Recap Stock futures rose in overnight trading Thursday as investors digested a slew of corporate earnings reports after the Nasdaq Composite posted its worst day in more than a year. Futures on the Dow Jones Industrial Average gained about 195 points, or 0.6%. S&amp;P 500 futures added 1.1%, and Nasdaq 100 futures rallied 1.9%. On Th","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins as reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Friday Afternoon Recap Stock futures rose in overnight trading Thursday as investors digested a slew of corporate earnings reports after the Nasdaq Composite posted its worst day in more than a year. Futures on the Dow Jones Industrial Average gained about 195 points, or 0.6%. S&P 500 futures added 1.1%, and Nasdaq 100 futures rallied 1.9%. On Th","images":[{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091736836","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093065480,"gmtCreate":1643462446740,"gmtModify":1676533823054,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Scare to hu at dipcause it might not the dip yet","listText":"Scare to hu at dipcause it might not the dip yet","text":"Scare to hu at dipcause it might not the dip yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093065480","repostId":"9099203863","repostType":1,"repost":{"id":9099203863,"gmtCreate":1643358492338,"gmtModify":1676533810455,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Retail Traders Continues to Buy the Dip, Not a Good Sign?","htmlText":"Related&nbsp;Link: <a href=\"https://ttm.financial/TW/9099064522\" target=\"_blank\">Don't Miss it: Three Postures to Buy Dip Of US Stocks!</a> Data shows the recent market correction hasn't scared off retail investors, Equity Inflows Every Day of January. Retail investors are \"buying the dip\" in U.S. stocks. Vanda Research said on Wednesday: Retail investors have bought stocks every day in 2022, while more experienced retail investors who are feeling the sting of losses have pulled back. Vanda Research pointed that daily inflows have been above the 2021 average in all but two of the days in January. These inflows come at a time when markets have been getting crushed. Through yesterday, the S&amp;P 500 was down 9.3% so far this year, while the tech-heavy Nasdaq Composite Index had fallen 14.5%","listText":"Related&nbsp;Link: <a href=\"https://ttm.financial/TW/9099064522\" target=\"_blank\">Don't Miss it: Three Postures to Buy Dip Of US Stocks!</a> Data shows the recent market correction hasn't scared off retail investors, Equity Inflows Every Day of January. Retail investors are \"buying the dip\" in U.S. stocks. Vanda Research said on Wednesday: Retail investors have bought stocks every day in 2022, while more experienced retail investors who are feeling the sting of losses have pulled back. Vanda Research pointed that daily inflows have been above the 2021 average in all but two of the days in January. These inflows come at a time when markets have been getting crushed. Through yesterday, the S&amp;P 500 was down 9.3% so far this year, while the tech-heavy Nasdaq Composite Index had fallen 14.5%","text":"Related Link: Don't Miss it: Three Postures to Buy Dip Of US Stocks! Data shows the recent market correction hasn't scared off retail investors, Equity Inflows Every Day of January. Retail investors are \"buying the dip\" in U.S. stocks. Vanda Research said on Wednesday: Retail investors have bought stocks every day in 2022, while more experienced retail investors who are feeling the sting of losses have pulled back. Vanda Research pointed that daily inflows have been above the 2021 average in all but two of the days in January. These inflows come at a time when markets have been getting crushed. Through yesterday, the S&P 500 was down 9.3% so far this year, while the tech-heavy Nasdaq Composite Index had fallen 14.5%","images":[{"img":"https://static.tigerbbs.com/c12b6d71734b54609481a0b9d4407fd9","width":"851","height":"851"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099203863","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093065198,"gmtCreate":1643462257014,"gmtModify":1676533823046,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Wow So good","listText":"Wow So good","text":"Wow So good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093065198","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182662272,"gmtCreate":1623569917796,"gmtModify":1704206418161,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/182662272","repostId":"1146484174","repostType":4,"repost":{"id":"1146484174","pubTimestamp":1621610345,"share":"https://ttm.financial/m/news/1146484174?lang=&edition=fundamental","pubTime":"2021-05-21 23:19","market":"us","language":"zh","title":"大宗商品涨势按下暂停键，但背后利好仍在？","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484174","media":"金十数据","summary":"分析指出，大宗商品的牛市肯定还没有结束。在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。“我坚定地认为，目前只是大宗商品的暂歇期。任何令人失望的数据或不利因素总会引起获利了结的抛售，我认为整个行业仍有上行空间。”","content":"<blockquote>\n 分析指出，大宗商品的牛市肯定还没有结束。\n</blockquote>\n<p>在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。</p>\n<p>不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。</p>\n<p>中国铜交易商ASK Resources Ltd.交易主管Eric Liu说：</p>\n<blockquote>\n “大宗商品的牛市肯定还没有结束。每个国家都在与通胀上升作斗争，但只要他们不收紧货币和财政政策，大宗商品价格涨势很难降温。”\n</blockquote>\n<p>随着新冠疫苗推出，全球重要经济体出现反弹。在供应仍然紧张的情况下，金属、食品和能源的需求不断增加，包括石油木材在内的一系列商品市场出现紧缩。</p>\n<p>未来几个月，随着更多人外出、自驾游、坐飞机、参加夏季烧烤聚会等等，供应紧缩的趋势在美国和欧洲可能会加剧。另外中国也在增加大豆和玉米的进口，说明其需求在增加。</p>\n<p><img src=\"https://static.tigerbbs.com/018880b9d089ce4fbfbd13aac3210bb8\" tg-width=\"589\" tg-height=\"331\" referrerpolicy=\"no-referrer\">基础设施支出严峻的长期前景以及向电动汽车、电池的更快过渡同样推高了大宗商品价格。</p>\n<p>周四，市场行情较之前更加稳定。铜期货从前一天的暴跌中反弹，因为市场预测，即使美联储缩减购买资产规模，亦或是中国加大力度压低价格，铜需求仍将保持弹性。在持续不断的购买热潮推动下，芝加哥的玉米期货也上涨。</p>\n<p>相比之下，<b>出于对伊朗出口制裁结束、伊朗原油供应增加的预期，原油期货跌幅扩大。新冠疫情继续抑制印度的需求。</b></p>\n<p>瑞穗证券期货部门主管Bob Yawger表示，随着美国经济进一步开放，彭博大宗商品指数在未来几个月仍可能超过2011年的纪录高位，尽管通胀压力可能会限制其上行幅度。</p>\n<p>这位主管在接受采访时称：</p>\n<blockquote>\n “人们都想外出，这将给市场带来巨大的买机。此外，美元走软可能也是大宗商品价格上涨的催化剂，因为多数原材料都是以美元计价的。由于驾车出行和航空旺季即将到来，WTI原油可能在未来几个月攀升至每桶70美元。”\n</blockquote>\n<p>另外，今年夏天，美国以及巴西和阿根廷的农作物需要几乎完美的天气才能满足全球需求，因此任何恶劣天气都可能导致价格飙升。</p>\n<p><img src=\"https://static.tigerbbs.com/4cee9704758312cba55b03c02098909e\" tg-width=\"620\" tg-height=\"399\" referrerpolicy=\"no-referrer\">金属受益于制造业供应链的快速补给以及未来几年的绿色消费前景，推动了经济风向标——铜本月稍早突破每吨1.07万美元。其价格是否会继续走高，在一定程度上取决于市场对基础设施支出的认识程度，以及宽松的货币政策将持续多久。</p>\n<p>华尔街已经对该前景表现出乐观情绪，<a href=\"https://laohu8.com/S/C\">花旗</a>预计铜价将在未来几个月突破1.2万美元。此外，铜主要交易商<a href=\"https://laohu8.com/S/GLEN.UK\">嘉能可</a>（Glencore Plc）和托克（Trafigura）表示，铜价可能大幅上涨，以刺激足够的供应，从而满足未来可再生能源和电动汽车的需求。</p>\n<p>澳新银行策略师丹尼尔·海因斯表示：</p>\n<blockquote>\n “我坚定地认为，目前只是大宗商品的暂歇期。任何令人失望的数据或不利因素总会引起获利了结的抛售，我认为整个行业仍有上行空间。”\n</blockquote>","source":"jssj","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>大宗商品涨势按下暂停键，但背后利好仍在？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大宗商品涨势按下暂停键，但背后利好仍在？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/74903><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析指出，大宗商品的牛市肯定还没有结束。\n\n在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。\n不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。\n中国铜交易商ASK Resources Ltd.交易主管Eric Liu说：\n\n “大宗商品的牛市肯定还没有结束。每个...</p>\n\n<a href=\"https://xnews.jin10.com/details/74903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"161715":"大宗商品","000979.SH":"大宗商品"},"source_url":"https://xnews.jin10.com/details/74903","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484174","content_text":"分析指出，大宗商品的牛市肯定还没有结束。\n\n在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。\n不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。\n中国铜交易商ASK Resources Ltd.交易主管Eric Liu说：\n\n “大宗商品的牛市肯定还没有结束。每个国家都在与通胀上升作斗争，但只要他们不收紧货币和财政政策，大宗商品价格涨势很难降温。”\n\n随着新冠疫苗推出，全球重要经济体出现反弹。在供应仍然紧张的情况下，金属、食品和能源的需求不断增加，包括石油木材在内的一系列商品市场出现紧缩。\n未来几个月，随着更多人外出、自驾游、坐飞机、参加夏季烧烤聚会等等，供应紧缩的趋势在美国和欧洲可能会加剧。另外中国也在增加大豆和玉米的进口，说明其需求在增加。\n基础设施支出严峻的长期前景以及向电动汽车、电池的更快过渡同样推高了大宗商品价格。\n周四，市场行情较之前更加稳定。铜期货从前一天的暴跌中反弹，因为市场预测，即使美联储缩减购买资产规模，亦或是中国加大力度压低价格，铜需求仍将保持弹性。在持续不断的购买热潮推动下，芝加哥的玉米期货也上涨。\n相比之下，出于对伊朗出口制裁结束、伊朗原油供应增加的预期，原油期货跌幅扩大。新冠疫情继续抑制印度的需求。\n瑞穗证券期货部门主管Bob Yawger表示，随着美国经济进一步开放，彭博大宗商品指数在未来几个月仍可能超过2011年的纪录高位，尽管通胀压力可能会限制其上行幅度。\n这位主管在接受采访时称：\n\n “人们都想外出，这将给市场带来巨大的买机。此外，美元走软可能也是大宗商品价格上涨的催化剂，因为多数原材料都是以美元计价的。由于驾车出行和航空旺季即将到来，WTI原油可能在未来几个月攀升至每桶70美元。”\n\n另外，今年夏天，美国以及巴西和阿根廷的农作物需要几乎完美的天气才能满足全球需求，因此任何恶劣天气都可能导致价格飙升。\n金属受益于制造业供应链的快速补给以及未来几年的绿色消费前景，推动了经济风向标——铜本月稍早突破每吨1.07万美元。其价格是否会继续走高，在一定程度上取决于市场对基础设施支出的认识程度，以及宽松的货币政策将持续多久。\n华尔街已经对该前景表现出乐观情绪，花旗预计铜价将在未来几个月突破1.2万美元。此外，铜主要交易商嘉能可（Glencore Plc）和托克（Trafigura）表示，铜价可能大幅上涨，以刺激足够的供应，从而满足未来可再生能源和电动汽车的需求。\n澳新银行策略师丹尼尔·海因斯表示：\n\n “我坚定地认为，目前只是大宗商品的暂歇期。任何令人失望的数据或不利因素总会引起获利了结的抛售，我认为整个行业仍有上行空间。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196936046,"gmtCreate":1621003797685,"gmtModify":1704351872556,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Well the market up abit","listText":"Well the market up abit","text":"Well the market up abit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196936046","repostId":"1180187960","repostType":4,"repost":{"id":"1180187960","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":1621001322,"share":"https://ttm.financial/m/news/1180187960?lang=&edition=fundamental","pubTime":"2021-05-14 22:08","market":"us","language":"zh","title":"美国5月消费者信心指数不及预期，分析者大呼诧异","url":"https://stock-news.laohu8.com/highlight/detail?id=1180187960","media":"老虎资讯综合","summary":"数据很糟糕，令人诧异。","content":"<p>美国5月密歇根大学消费者信心指数初值：<b>82.8</b>&nbsp;，预期：90.4，前值：88.3。</p><p>美国3月商业库存月率：<b>0.3%</b>&nbsp;，预期：0.3%，前值：0.5%。</p><p><b>财经网站Forexlive评美国5月密歇根大学消费者信心指数初值</b>：数据很糟糕，令人诧异。通胀预期的上升在预料之内，而且是有意义的。美联储一再强调通胀预期的重要性，通胀预期的上升将给美联储带来麻烦。</p><p><b>密歇根大学消费者调查首席经济学家Richard Curtin</b>：5月初消费者信心因为通胀率上升而大幅下降，重要的是，尽管被压抑的需求释放和创纪录的储蓄导致价格上涨，消费者支出仍将增长。</p><p><b>机构评美国5月密歇根大学消费者信心指数初值</b>：数据有些令人失望，现况指数和预期指数都低于经济学家的预测，这或许是对通胀的担忧导致的。美国5至10年通胀预期中值从2.7%飙升至3.1%，处于10年来的最高水平。今年的预期中值为4.6%，也是10年来的最高水平。通货膨胀威胁可能不是暂时性的。</p><p></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>美国5月消费者信心指数不及预期，分析者大呼诧异</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国5月消费者信心指数不及预期，分析者大呼诧异\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-14 22:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国5月密歇根大学消费者信心指数初值：<b>82.8</b>&nbsp;，预期：90.4，前值：88.3。</p><p>美国3月商业库存月率：<b>0.3%</b>&nbsp;，预期：0.3%，前值：0.5%。</p><p><b>财经网站Forexlive评美国5月密歇根大学消费者信心指数初值</b>：数据很糟糕，令人诧异。通胀预期的上升在预料之内，而且是有意义的。美联储一再强调通胀预期的重要性，通胀预期的上升将给美联储带来麻烦。</p><p><b>密歇根大学消费者调查首席经济学家Richard Curtin</b>：5月初消费者信心因为通胀率上升而大幅下降，重要的是，尽管被压抑的需求释放和创纪录的储蓄导致价格上涨，消费者支出仍将增长。</p><p><b>机构评美国5月密歇根大学消费者信心指数初值</b>：数据有些令人失望，现况指数和预期指数都低于经济学家的预测，这或许是对通胀的担忧导致的。美国5至10年通胀预期中值从2.7%飙升至3.1%，处于10年来的最高水平。今年的预期中值为4.6%，也是10年来的最高水平。通货膨胀威胁可能不是暂时性的。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180187960","content_text":"美国5月密歇根大学消费者信心指数初值：82.8 ，预期：90.4，前值：88.3。美国3月商业库存月率：0.3% ，预期：0.3%，前值：0.5%。财经网站Forexlive评美国5月密歇根大学消费者信心指数初值：数据很糟糕，令人诧异。通胀预期的上升在预料之内，而且是有意义的。美联储一再强调通胀预期的重要性，通胀预期的上升将给美联储带来麻烦。密歇根大学消费者调查首席经济学家Richard Curtin：5月初消费者信心因为通胀率上升而大幅下降，重要的是，尽管被压抑的需求释放和创纪录的储蓄导致价格上涨，消费者支出仍将增长。机构评美国5月密歇根大学消费者信心指数初值：数据有些令人失望，现况指数和预期指数都低于经济学家的预测，这或许是对通胀的担忧导致的。美国5至10年通胀预期中值从2.7%飙升至3.1%，处于10年来的最高水平。今年的预期中值为4.6%，也是10年来的最高水平。通货膨胀威胁可能不是暂时性的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196931703,"gmtCreate":1621003742302,"gmtModify":1704351871417,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Sad case","listText":"Sad case","text":"Sad case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/196931703","repostId":"1134686534","repostType":4,"repost":{"id":"1134686534","pubTimestamp":1621002693,"share":"https://ttm.financial/m/news/1134686534?lang=&edition=fundamental","pubTime":"2021-05-14 22:31","market":"us","language":"zh","title":"经济学家全面上调未来一年的美国通胀预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1134686534","media":"新浪财经","summary":"明年初以前美国通胀率将会高企。","content":"<p><img src=\"https://static.tigerbbs.com/ac47d596840d5818497ee856ff57fda0\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p>\n<p>越来越多的经济学家预计，明年初以前美国通胀率将会高企。</p>\n<p>彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。</p>\n<p>根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。</p>\n<p>最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、需求走强以及数万亿美元的财政和货币政策支持纳入考量。</p>\n<p>“美国经济的供应能力可能无法跟上需求增长的步伐，这一点从芯片到劳动力供应等各个方面已经很明显，”ING首席国际经济学家James Knightley表示。“我们认为，通胀率可能在比美联储预期的更长一段时间里维持高位。”</p>","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>经济学家全面上调未来一年的美国通胀预期</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经济学家全面上调未来一年的美国通胀预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>越来越多的经济学家预计，明年初以前美国通胀率将会高企。\n彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。\n根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。\n最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c685480ed37cb27252b8611b704480cc","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134686534","content_text":"越来越多的经济学家预计，明年初以前美国通胀率将会高企。\n彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。\n根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。\n最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、需求走强以及数万亿美元的财政和货币政策支持纳入考量。\n“美国经济的供应能力可能无法跟上需求增长的步伐，这一点从芯片到劳动力供应等各个方面已经很明显，”ING首席国际经济学家James Knightley表示。“我们认为，通胀率可能在比美联储预期的更长一段时间里维持高位。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345912532,"gmtCreate":1618272187826,"gmtModify":1704708355084,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"244","listText":"244","text":"244","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345912532","repostId":"342897035","repostType":1,"repost":{"id":342897035,"gmtCreate":1618195924823,"gmtModify":1704707368401,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"阿里巴巴遭天價罰款，來猜今日收盤價！","htmlText":"備受關注的阿里巴巴集團壟斷案有了處理結果。中國市場監管總局表示，因違反《反壟斷法》，對這家互聯網巨頭罰款182.28億元人民幣。阿里巴巴迴應表示誠懇接受，堅決服從。專家分析，財力雄厚的阿里巴巴集團能夠承受這筆鉅款罰單。 根據央視新聞報道，中國市場監管總局根據《反壟斷法》對阿里巴巴作出處罰決定，處以其2019年中國境內銷售額4557.12億元4%的罰款，計182.28億元。 去年年末，市場監管總局對阿里巴巴在中國境內網絡零售平臺服務市場濫用市場支配地位行爲立案調查。經查，自2015年以來，阿里巴巴集團濫用該市場支配地位，對平臺內商家提出“二選一”的要求，以此禁止商家在其他競爭性平臺開店或參加促銷。 阿里巴巴：誠懇接受 堅決服從 天價罰單是對阿里巴巴集團的又一次重創，這家集團的業務已經從網上交易擴展到金融服務，並涉及物流、娛樂和旅遊等多個領域。 搜狐新聞報道，阿里巴巴方面發出迴應，表示收到《國家市場監督管理總局行政處罰決定書》，對此處罰，誠懇接受，堅決服從。將強化依法經營，進一步加強合規體系建設，立足創新發展，更好履行社會責任。 阿里巴巴集團董事局主席張勇在今日的電話會議上表示：預計監管部門的反壟斷處罰不會造成重大影響；阿里巴巴將出臺措施，降低電子商務平臺上商戶的進入壁壘和業務成本。<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16180238652987&quot;}\" target=\"_blank\">點我聽電話會議回放</a> 原本大家都擔心今日阿里股價會大跌，但目前來看股價並未受挫，截至目前阿里港股上漲6.15%。 A醬懸賞1600虎幣，一起來猜猜阿里巴巴港股和美股兩個市場的今日收盤價，老規矩，一人兩個股價全猜對獨享1600虎幣，2人及多人猜對其中一個則平分1","listText":"備受關注的阿里巴巴集團壟斷案有了處理結果。中國市場監管總局表示，因違反《反壟斷法》，對這家互聯網巨頭罰款182.28億元人民幣。阿里巴巴迴應表示誠懇接受，堅決服從。專家分析，財力雄厚的阿里巴巴集團能夠承受這筆鉅款罰單。 根據央視新聞報道，中國市場監管總局根據《反壟斷法》對阿里巴巴作出處罰決定，處以其2019年中國境內銷售額4557.12億元4%的罰款，計182.28億元。 去年年末，市場監管總局對阿里巴巴在中國境內網絡零售平臺服務市場濫用市場支配地位行爲立案調查。經查，自2015年以來，阿里巴巴集團濫用該市場支配地位，對平臺內商家提出“二選一”的要求，以此禁止商家在其他競爭性平臺開店或參加促銷。 阿里巴巴：誠懇接受 堅決服從 天價罰單是對阿里巴巴集團的又一次重創，這家集團的業務已經從網上交易擴展到金融服務，並涉及物流、娛樂和旅遊等多個領域。 搜狐新聞報道，阿里巴巴方面發出迴應，表示收到《國家市場監督管理總局行政處罰決定書》，對此處罰，誠懇接受，堅決服從。將強化依法經營，進一步加強合規體系建設，立足創新發展，更好履行社會責任。 阿里巴巴集團董事局主席張勇在今日的電話會議上表示：預計監管部門的反壟斷處罰不會造成重大影響；阿里巴巴將出臺措施，降低電子商務平臺上商戶的進入壁壘和業務成本。<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16180238652987&quot;}\" target=\"_blank\">點我聽電話會議回放</a> 原本大家都擔心今日阿里股價會大跌，但目前來看股價並未受挫，截至目前阿里港股上漲6.15%。 A醬懸賞1600虎幣，一起來猜猜阿里巴巴港股和美股兩個市場的今日收盤價，老規矩，一人兩個股價全猜對獨享1600虎幣，2人及多人猜對其中一個則平分1","text":"備受關注的阿里巴巴集團壟斷案有了處理結果。中國市場監管總局表示，因違反《反壟斷法》，對這家互聯網巨頭罰款182.28億元人民幣。阿里巴巴迴應表示誠懇接受，堅決服從。專家分析，財力雄厚的阿里巴巴集團能夠承受這筆鉅款罰單。 根據央視新聞報道，中國市場監管總局根據《反壟斷法》對阿里巴巴作出處罰決定，處以其2019年中國境內銷售額4557.12億元4%的罰款，計182.28億元。 去年年末，市場監管總局對阿里巴巴在中國境內網絡零售平臺服務市場濫用市場支配地位行爲立案調查。經查，自2015年以來，阿里巴巴集團濫用該市場支配地位，對平臺內商家提出“二選一”的要求，以此禁止商家在其他競爭性平臺開店或參加促銷。 阿里巴巴：誠懇接受 堅決服從 天價罰單是對阿里巴巴集團的又一次重創，這家集團的業務已經從網上交易擴展到金融服務，並涉及物流、娛樂和旅遊等多個領域。 搜狐新聞報道，阿里巴巴方面發出迴應，表示收到《國家市場監督管理總局行政處罰決定書》，對此處罰，誠懇接受，堅決服從。將強化依法經營，進一步加強合規體系建設，立足創新發展，更好履行社會責任。 阿里巴巴集團董事局主席張勇在今日的電話會議上表示：預計監管部門的反壟斷處罰不會造成重大影響；阿里巴巴將出臺措施，降低電子商務平臺上商戶的進入壁壘和業務成本。點我聽電話會議回放 原本大家都擔心今日阿里股價會大跌，但目前來看股價並未受挫，截至目前阿里港股上漲6.15%。 A醬懸賞1600虎幣，一起來猜猜阿里巴巴港股和美股兩個市場的今日收盤價，老規矩，一人兩個股價全猜對獨享1600虎幣，2人及多人猜對其中一個則平分1","images":[{"img":"https://static.tigerbbs.com/59f79cccb249a599c589b6809f9e076b","width":"839","height":"469"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342897035","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349714765,"gmtCreate":1617638156257,"gmtModify":1704701274992,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/349714765","repostId":"1137531498","repostType":4,"repost":{"id":"1137531498","pubTimestamp":1617636180,"share":"https://ttm.financial/m/news/1137531498?lang=&edition=fundamental","pubTime":"2021-04-05 23:23","market":"sh","language":"zh","title":"窗口期机会来了！六大券商看市，聚焦这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1137531498","media":"中国证券报","summary":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，","content":"<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>窗口期机会来了！六大券商看市，聚焦这些板块</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n窗口期机会来了！六大券商看市，聚焦这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 23:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137531498","content_text":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及2日大盘两连阳带来开门红。Wind数据显示，截至4月2日收盘，上证指数、深证成指、创业板指全周分别累计上涨1.93%、2.56%、3.89%。\n从板块看，28个申万一级行业中，上周食品饮料、休闲服务、电子、家用电器等板块出现企稳反弹态势，全周累计涨幅均在4%以上；就概念板块而言，半导体封测、国家大基金、医美、第三代半导体等表现活跃。\n在国盛证券看来，市场风格相对均衡，各板块有望轮番向上，尤其是核心资产、成长等板块修复将更为显著。\n近期反弹是否意味着A股将重拾上行趋势？国泰君安证券认为，短期而言趋势性行情难现，A股尤其是指数层面难以形成合力，将以震荡为主，但震荡并不意味着超额收益的整体消失。结构配置是当下重点，建议积极布局一季报业绩窗口期。\n展望后市，中信证券预计4月市场关注点将由外部转向内部。宏观流动性整体平稳，市场流动性整体均衡；而随着国内基本面预期上修，海外基本面预期下修，内外基本面相对强度的变化料蓄势破局。同时，投资者对于基金赎回、外资流出、外盘波动的担忧与实际情况的背离都在逐步修正，4月投资者情绪料持续修复。\n兴业证券认为，估值向下，盈利向上，波动加大，回归业绩基本面，更加注重短期业绩落地、兑现而非中长期故事，这是当前市场需要重视的特征之一。市场经过一段时间调整后，诸多板块的估值性价比在逐步凸显。此时围绕经济复苏、业绩景气方向进行布局是4月份较好的选择，基本面改善的方向是当前投资较强的确定性。\n在海通证券看来，今年A股仍处于牛市格局，还没到小熊阶段，2月18日以来的调整只是本轮牛市运行中的一次回撤，意在实现市场结构和风格的再平衡，为后续上涨蓄势。随着我国居民资金不断入市及A股迈向机构化，A股的波动会逐渐变小。\n调整到位的成长板块受关注\n中信证券建议继续聚焦四条主线：一是本轮市场调整后性价比较高的成长板块，如半导体设备、军工等；二是景气恢复明显的疫情受损板块，如旅游、酒店、航空等；三是受益于海外需求复苏的品种，如汽车零部件、家电等；四是一季报潜在高弹性品种，如上游资源品、医药、汽车、交通运输、电子等。\n中信建投证券认为，核心资产逐步进入估值盈利匹配区间，高铁、景区等疫情恢复板块持续占优，行业方面推荐白酒等核心资产，以及供需不平衡带来高景气的半导体板块和经济结构转型升级的光伏、新能源汽车板块。\n国泰君安证券认为，周期制造板块在二季度仍将会有较高的防御价值以及较好的相对收益，在此之外应逐步布局经历较长时间调整的科技成长板块。推荐四条主线：一是“碳中和”主题，如钢铁、新能源；二是预期充分调整、回归基本面增长的科技，如电子；三是机械；四是资产负债表修复的金融，如银行。同时继续推荐具备稀缺性的互联网港股龙头。\n兴业证券推荐三条主线：一是生活性和生产性服务业，如航空航运、社会服务（酒店、餐饮、旅游、医美、免税），以及估值性价比和业绩增速都较为确定的银行等；二是围绕一季报和筹码结构，短期景气较好且增速较高的，如半导体、医药里的器械与服务；三是从中期维度看，上游原材料品种以及地产后周期的轻工家居、家电等顺周期方向。\n国盛证券建议沿着三条主线左侧布局反弹：一是长期景气向好的新能源、半导体、医药、家电等板块；二是业绩超预期的化工、机械、交运、社会服务等板块；三是港股科技龙头。\n海通证券认为，展望2021年，科技将进一步与制造业融合，如新能源改造生产端（汽车智能化、光伏）、5G改造生产端（云计算、人工智能、消费电子）等有望成为领涨行业。建议关注大众消费，预计乳制品、餐饮等大众消费需求将大增。此外预计专科医院、高端医疗器械、医疗美容、养生保健等医疗服务领域需求也有望提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565776822036269","authorId":"3565776822036269","name":"Munhong11","avatar":"https://static.tigerbbs.com/fac2aadbca505f0f5a44ddffa66be566","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565776822036269","authorIdStr":"3565776822036269"},"content":"Give me another reply","text":"Give me another reply","html":"Give me another reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322269708,"gmtCreate":1615810886304,"gmtModify":1704786851071,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"apple","listText":"apple","text":"apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322269708","repostId":"328225987","repostType":1,"repost":{"id":328225987,"gmtCreate":1615533004747,"gmtModify":1704784187285,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"【3月12日】你今天有什麼交易計劃？","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股方面 受隔夜美股大漲影響，港股指數連續3日全線走高，午後漲幅窄幅震盪。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 大漲7.32%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 張5.28%，<a target=\"_blank\" href=\"https://laohu8.com/S/06969\">$思摩爾國際(06969)$</a> 漲2.22%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 大漲4.22%。 今日內房股表現強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融創中國(01918)$</a> 公佈2020年度業績報告，各項業務穩健增長的同事，持續優化資本結構 ，淨負債率大幅下降至96%，財報後花旗提升融創目標價，受此消息影響，融創大漲11%，寶龍地產，綠城中國以及A股地產股均跟風大漲。  美股方面 週五盤前，美國十年期國債收益率突破1.6，日內漲幅4.79%美股股指期貨受此影響，持續下挫其中道指期貨抹平日內漲幅；納指期貨跌超1% 歡迎大家來聊聊今天有什麼交易想法？包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股方面 受隔夜美股大漲影響，港股指數連續3日全線走高，午後漲幅窄幅震盪。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 大漲7.32%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 張5.28%，<a target=\"_blank\" href=\"https://laohu8.com/S/06969\">$思摩爾國際(06969)$</a> 漲2.22%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 大漲4.22%。 今日內房股表現強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融創中國(01918)$</a> 公佈2020年度業績報告，各項業務穩健增長的同事，持續優化資本結構 ，淨負債率大幅下降至96%，財報後花旗提升融創目標價，受此消息影響，融創大漲11%，寶龍地產，綠城中國以及A股地產股均跟風大漲。  美股方面 週五盤前，美國十年期國債收益率突破1.6，日內漲幅4.79%美股股指期貨受此影響，持續下挫其中道指期貨抹平日內漲幅；納指期貨跌超1% 歡迎大家來聊聊今天有什麼交易想法？包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股方面 受隔夜美股大漲影響，港股指數連續3日全線走高，午後漲幅窄幅震盪。$小米集團-W(01810)$ 大漲7.32%，$比亞迪股份(01211)$ 張5.28%，$思摩爾國際(06969)$ 漲2.22%，$比亞迪股份(01211)$ 大漲4.22%。 今日內房股表現強勢，$融創中國(01918)$ 公佈2020年度業績報告，各項業務穩健增長的同事，持續優化資本結構 ，淨負債率大幅下降至96%，財報後花旗提升融創目標價，受此消息影響，融創大漲11%，寶龍地產，綠城中國以及A股地產股均跟風大漲。 美股方面 週五盤前，美國十年期國債收益率突破1.6，日內漲幅4.79%美股股指期貨受此影響，持續下挫其中道指期貨抹平日內漲幅；納指期貨跌超1% 歡迎大家來聊聊今天有什麼交易想法？包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。","images":[{"img":"https://static.tigerbbs.com/ecdf7704817f300f931ad15bca7aa023","width":"295","height":"210"},{"img":"https://static.tigerbbs.com/c7a866a34f999a76dbf9c7d218928906","width":"1348","height":"876"},{"img":"https://static.tigerbbs.com/2118e72b4bd8f13b7955da645eccb378","width":"1080","height":"1102"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328225987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320364920,"gmtCreate":1615019477160,"gmtModify":1704778235789,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"No keep promisee&nbsp;","listText":"No keep promisee&nbsp;","text":"No keep promisee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/320364920","repostId":"2117936658","repostType":4,"repost":{"id":"2117936658","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1615013768,"share":"https://ttm.financial/m/news/2117936658?lang=&edition=fundamental","pubTime":"2021-03-06 14:56","market":"us","language":"zh","title":"失业救济金下调，拜登1.9万亿美元刺激方案再缩水","url":"https://stock-news.laohu8.com/highlight/detail?id=2117936658","media":"界面新闻","summary":"市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登","content":"<div>\n<p>市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登的1.9万亿美元刺激方案投票中，只要有一位民主党人不支持，方案就会流产。\n3月5日，参议院对刺激方案的辩论投票就遭遇了这一幕：西弗吉尼亚州民主党参议员曼钦（Joe Manchin ）反对刺激方案中失业...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>失业救济金下调，拜登1.9万亿美元刺激方案再缩水</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n失业救济金下调，拜登1.9万亿美元刺激方案再缩水\n</h2>\n\n<h4 class=\"meta\">\n\n2021-03-06 14:56 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登的1.9万亿美元刺激方案投票中，只要有一位民主党人不支持，方案就会流产。\n3月5日，参议院对刺激方案的辩论投票就遭遇了这一幕：西弗吉尼亚州民主党参议员曼钦（Joe Manchin ）反对刺激方案中失业...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/844c8f1c14dd94e2ef7036ff97d43537","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117936658","content_text":"市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登的1.9万亿美元刺激方案投票中，只要有一位民主党人不支持，方案就会流产。\n3月5日，参议院对刺激方案的辩论投票就遭遇了这一幕：西弗吉尼亚州民主党参议员曼钦（Joe Manchin ）反对刺激方案中失业救济金的额度，让刺激方案面临生存危机。\n僵局持续九个小时后，曼钦与民主党同僚达成妥协：将3月到期的加强版失业救济计划延长到9月，但金额改为每周300美元。在众议院通过的刺激方案中，金额为400美元。\n失业救济金障碍清除后，参议院对刺激方案的“马拉松连续投票”流程继续。共和党人计划提出各种修正方案，以暴露民主党人之间的分歧。\n民主党僵局\n曼钦一直对1.9万亿美元刺激方案中的失业救济金额度不满，认为救济金太高将让失业者丧失找工作的动力。\n上周六，众议院通过的刺激方案把3月到期的加强版失业救济计划延长到8月底，把每周300美元的额度提高到了400美元。\n在3月5日参议院的辩论投票中，民主党和共和党都提出了针对失业救济金的修改方案，而曼钦更支持共和党的方案。在该方案下，加强版失业救济计划仅延长到7月。\n按照惯例，参议院通过法案需要至少60票支持。为了能快速通过刺激方案，参议院使用了“预算和解”程序。\n在该程序下，就算共和党参议员集体投反对票，只要民主党参议员集体支持，再加上副总统哈里斯的一票，就能以51票通过1.9万亿美元的救济方案。\n但这也意味着，民主党不能有任何一名议员倒戈。\n曼钦的表态让周五的投票陷入僵局，民主党人随后与其进行了数小时的谈判。最终在周五晚上8点左右，曼钦与民主党同僚达成协议。\n据CBS新闻报道，协议内容为：将加强版失业救济计划延长到9月6日，但金额下调至每周300美元；对于年收入低于15万美元的家庭，首笔1.02万美元的失业补助免交税；将与超额损失限额（excess business loss limitations）有关的税务规定延长到2026年。\n周五晚，白宫发言人普萨基发表声明指出，拜登支持参议院关于失业救济金达成的妥协协议，并对所有还在工作的参议员表示感谢。\n此前，参议院民主党人已经同意对刺激方案中的1400美元补助进行修改，提高补助发放门槛。\n曼钦此次凭一己之力让拜登的刺激方案再度缩水后，共和党人调侃，曼钦需要《日内瓦公约》保护。《日内瓦公约》用于保护平民和战俘等战争受难者。\n马拉松投票\n失业救济金障碍扫清后，参议院对1.9万亿美元刺激方案的投票还在继续，预计将持续到当地时间周六。\n对于两党争议最大的将最低时薪提高到15美元，桑德斯已经在参议院提出方案，坚持要将15美元时薪纳入刺激方案。\n此前，参议院议事章程独立仲裁员判定，15美元时薪计划不符合预算和解程序。也就意味着民主党人想在参议院通过刺激方案，必须去除相关条款或者提出修改方案。为强调最低时薪的重要性，众议院通过的刺激方案中保留了15美元最低时薪的条款。\n由于遭到多名民主党人反对，桑德斯的修改方案预计不会通过参议院投票。\n接下来，参议院将继续就大量修改方案进行“马拉松连续投票”（Vote-a-Rama），马拉松连续投票流程是预算和解程序的一部分。\n在流程中，100名参议员可以提出任何修改方案，每条修改方案都必须进行投票，直到没有人提出修改案或者参议员们体力不支。\n据CNN新闻介绍，通常情况下，参议员宣布自己的修改方案后，两党各有一分钟辩论时间，之后有10分钟投票。走完全流程，每条修改案大概需花费15分钟。\n这个流程在民主党人看来是拖延时间，但却被共和党人视为报复的良机。\n共和党人已经表示，将让民主党人在马拉松连续投票中“承受最大痛苦”。共和党计划用修正案来分裂民主党人，让民主党人自己暴露党内分歧。\n在开启马拉松投票前，共和党人已经采取了报复行动：周四，威斯康星州共和党参议员约翰逊（Ron Johnson）要求参议院书记员将628页长的刺激方案全文朗读一遍。\n整个朗读用了近11个小时，直到周五凌晨2点才结束。\n参议院通过刺激方案后，还需将修改过的方案送到众议院，由众议院再次投票，之后才能交给拜登签字。预计众议院将于下周再次投票。\n民主党人目标在3月14日前将方案送呈拜登签字生效。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360789848,"gmtCreate":1613978354084,"gmtModify":1704886370779,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><a href=\"https://laohu8.com/U/3565776822036269\">@MunHong</a>hehe","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><a href=\"https://laohu8.com/U/3565776822036269\">@MunHong</a>hehe","text":"$Palantir Technologies Inc.(PLTR)$@MunHonghehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/360789848","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389323338,"gmtCreate":1612693593124,"gmtModify":1704873540114,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"apple????","listText":"apple????","text":"apple????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389323338","repostId":"2109701664","repostType":4,"repost":{"id":"2109701664","pubTimestamp":1612685721,"share":"https://ttm.financial/m/news/2109701664?lang=&edition=fundamental","pubTime":"2021-02-07 16:15","market":"sh","language":"zh","title":"2021年的“阿尔法”在哪里？私募大佬如是说","url":"https://stock-news.laohu8.com/highlight/detail?id=2109701664","media":"华尔街见闻","summary":"大类资产配置的热门讨论","content":"<p>2021年大类资产配置的关键是什么？</p><p>在各大类资产均有显著涨幅后，2021年的“阿尔法”（超额收益机会）又在哪里？</p><p>近日，由朝阳永续主办的2020年度（第十五届）中国私募基金风云榜的策略论坛上，由半夏投资创始人李蓓担任主持人，知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。</p><p><b>投资“右下角”的资产</b></p><p>从容投资董事长吕俊指出，2020年大类资产均出现上涨，处于估值区间靠上的位置。但要看到，债券资产仍处于便宜的位置，具有配置价值。</p><p>过去两年A股涨了很多，但并不是“全面的贵”，去年沪深300指数涨了20%，但涨幅集中于<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/603288\">海天味业</a>等核心资产，有大量的股票跌幅明显。因此，我们要去投资“右下角”的资产，在没涨的股票中挖掘机会。这反映了股票资产内部分化非常严重，整体市场的估值高，并没有发展到完全没有机会的程度。</p><p>吕俊还指出，虽然连续两年股市收益可观，但并不代表2021年机会就少。建议投资者不要乱折腾，特别是基金持有人要相信管理人的判断，更不要追随明星基金经理抄作业。</p><p><b>另类投资机会最大</b></p><p>百亿债券私募银叶投资许巳阳指出，2016年-2018年监管层主导去杠杆，市场在2018年出现“一半海水一半火焰”的情景，“火焰”就是指利率债资产，逐渐回到绝对值低点。</p><p>上个星期，中国央行的表态再次造成债券延续下跌局面。未来投资机会在利率债，现在正处于左侧阶段。如果十年期国债利率回到3.5%，这个水平处于过去二十年的中轴位置，今年存在波段做多的机会。要看到央行有着预期管理，全年有50个点的波动机会，需要投资者把握。</p><p>换言之，十年期国债利率到了3.5%才可能存在利率债交易机会，因此可预期的机会窗口是下半年，拐点还未出现。</p><p>今年上半年，我们将继续看到中国个人投资者200万亿财富持续转移，不断进入权益资产，风险偏好仍会上升。</p><p>债券资产最有显著机会的是不良资产和高收益债，属于一种另类投资。去年AAA国企信用风险暴露，央行投放了流动性，部分高收益债和不良资产出现好价格。</p><p>由于当前信用债市场容量很大，信用利差不大，但仍有阿尔法机会，市场阶段性承压的时候能够选到好券。</p><p>一个可以观望的拐点是今年年中。上半年经济预期将同比向上，央行流动性的方向盘转向将在上半年完成，债券在基金面也有出现高波动；此外，拜登上台后推出强刺激计划，将带来外需提振，幅度可能超预期，对中国出口规模也会有影响。</p><p><b>看好沪深300增强策略</b></p><p>黑翼资产合伙人邹倚天指出：今年沪深300指数增强的机会大于中证500。但近两年来，中证500增强策略的阿尔法都在衰减。</p><p>一个重要的问题是：2020年初量化私募资产从2000亿扩展至5000亿，直接影响到市场的阿尔法。目前，沪深300指数增强做的偏少，均集中于中证500增强，因此存在投资机会。</p><p>目前支持高频阿尔法策略的难度加大，整个因子的迭代速度非常快，未来量化要采取多元化的因子，包括偏市场行为的因子、动量因子、基本面因子和分析师因子。</p><p>量化基金的回报水平难以单看一年表现，量化策略不押注任何市场风格和行业，持仓有500-1000只股票，因此以三到五年为考察周期。</p><p>如果谈量化投资风险，主要就是策略过于拥挤，产生策略同质化，因此要确保管理人的策略容量与管理规模匹配，研发低相关性的策略。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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\">\n2021年的“阿尔法”在哪里？私募大佬如是说\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-07 16:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3619790><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年大类资产配置的关键是什么？在各大类资产均有显著涨幅后，2021年的“阿尔法”（超额收益机会）又在哪里？近日，由朝阳永续主办的2020年度（第十五届）中国私募基金风云榜的策略论坛上，由半夏投资创始人李蓓担任主持人，知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。投资“右下角”的资产从容投资董事长吕俊指出，2020年大类资产均出现上涨，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3619790\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3619790","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109701664","content_text":"2021年大类资产配置的关键是什么？在各大类资产均有显著涨幅后，2021年的“阿尔法”（超额收益机会）又在哪里？近日，由朝阳永续主办的2020年度（第十五届）中国私募基金风云榜的策略论坛上，由半夏投资创始人李蓓担任主持人，知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。投资“右下角”的资产从容投资董事长吕俊指出，2020年大类资产均出现上涨，处于估值区间靠上的位置。但要看到，债券资产仍处于便宜的位置，具有配置价值。过去两年A股涨了很多，但并不是“全面的贵”，去年沪深300指数涨了20%，但涨幅集中于贵州茅台、海天味业等核心资产，有大量的股票跌幅明显。因此，我们要去投资“右下角”的资产，在没涨的股票中挖掘机会。这反映了股票资产内部分化非常严重，整体市场的估值高，并没有发展到完全没有机会的程度。吕俊还指出，虽然连续两年股市收益可观，但并不代表2021年机会就少。建议投资者不要乱折腾，特别是基金持有人要相信管理人的判断，更不要追随明星基金经理抄作业。另类投资机会最大百亿债券私募银叶投资许巳阳指出，2016年-2018年监管层主导去杠杆，市场在2018年出现“一半海水一半火焰”的情景，“火焰”就是指利率债资产，逐渐回到绝对值低点。上个星期，中国央行的表态再次造成债券延续下跌局面。未来投资机会在利率债，现在正处于左侧阶段。如果十年期国债利率回到3.5%，这个水平处于过去二十年的中轴位置，今年存在波段做多的机会。要看到央行有着预期管理，全年有50个点的波动机会，需要投资者把握。换言之，十年期国债利率到了3.5%才可能存在利率债交易机会，因此可预期的机会窗口是下半年，拐点还未出现。今年上半年，我们将继续看到中国个人投资者200万亿财富持续转移，不断进入权益资产，风险偏好仍会上升。债券资产最有显著机会的是不良资产和高收益债，属于一种另类投资。去年AAA国企信用风险暴露，央行投放了流动性，部分高收益债和不良资产出现好价格。由于当前信用债市场容量很大，信用利差不大，但仍有阿尔法机会，市场阶段性承压的时候能够选到好券。一个可以观望的拐点是今年年中。上半年经济预期将同比向上，央行流动性的方向盘转向将在上半年完成，债券在基金面也有出现高波动；此外，拜登上台后推出强刺激计划，将带来外需提振，幅度可能超预期，对中国出口规模也会有影响。看好沪深300增强策略黑翼资产合伙人邹倚天指出：今年沪深300指数增强的机会大于中证500。但近两年来，中证500增强策略的阿尔法都在衰减。一个重要的问题是：2020年初量化私募资产从2000亿扩展至5000亿，直接影响到市场的阿尔法。目前，沪深300指数增强做的偏少，均集中于中证500增强，因此存在投资机会。目前支持高频阿尔法策略的难度加大，整个因子的迭代速度非常快，未来量化要采取多元化的因子，包括偏市场行为的因子、动量因子、基本面因子和分析师因子。量化基金的回报水平难以单看一年表现，量化策略不押注任何市场风格和行业，持仓有500-1000只股票，因此以三到五年为考察周期。如果谈量化投资风险，主要就是策略过于拥挤，产生策略同质化，因此要确保管理人的策略容量与管理规模匹配，研发低相关性的策略。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":349714765,"gmtCreate":1617638156257,"gmtModify":1704701274992,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/349714765","repostId":"1137531498","repostType":4,"repost":{"id":"1137531498","pubTimestamp":1617636180,"share":"https://ttm.financial/m/news/1137531498?lang=&edition=fundamental","pubTime":"2021-04-05 23:23","market":"sh","language":"zh","title":"窗口期机会来了！六大券商看市，聚焦这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1137531498","media":"中国证券报","summary":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，","content":"<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>窗口期机会来了！六大券商看市，聚焦这些板块</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n窗口期机会来了！六大券商看市，聚焦这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 23:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137531498","content_text":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及2日大盘两连阳带来开门红。Wind数据显示，截至4月2日收盘，上证指数、深证成指、创业板指全周分别累计上涨1.93%、2.56%、3.89%。\n从板块看，28个申万一级行业中，上周食品饮料、休闲服务、电子、家用电器等板块出现企稳反弹态势，全周累计涨幅均在4%以上；就概念板块而言，半导体封测、国家大基金、医美、第三代半导体等表现活跃。\n在国盛证券看来，市场风格相对均衡，各板块有望轮番向上，尤其是核心资产、成长等板块修复将更为显著。\n近期反弹是否意味着A股将重拾上行趋势？国泰君安证券认为，短期而言趋势性行情难现，A股尤其是指数层面难以形成合力，将以震荡为主，但震荡并不意味着超额收益的整体消失。结构配置是当下重点，建议积极布局一季报业绩窗口期。\n展望后市，中信证券预计4月市场关注点将由外部转向内部。宏观流动性整体平稳，市场流动性整体均衡；而随着国内基本面预期上修，海外基本面预期下修，内外基本面相对强度的变化料蓄势破局。同时，投资者对于基金赎回、外资流出、外盘波动的担忧与实际情况的背离都在逐步修正，4月投资者情绪料持续修复。\n兴业证券认为，估值向下，盈利向上，波动加大，回归业绩基本面，更加注重短期业绩落地、兑现而非中长期故事，这是当前市场需要重视的特征之一。市场经过一段时间调整后，诸多板块的估值性价比在逐步凸显。此时围绕经济复苏、业绩景气方向进行布局是4月份较好的选择，基本面改善的方向是当前投资较强的确定性。\n在海通证券看来，今年A股仍处于牛市格局，还没到小熊阶段，2月18日以来的调整只是本轮牛市运行中的一次回撤，意在实现市场结构和风格的再平衡，为后续上涨蓄势。随着我国居民资金不断入市及A股迈向机构化，A股的波动会逐渐变小。\n调整到位的成长板块受关注\n中信证券建议继续聚焦四条主线：一是本轮市场调整后性价比较高的成长板块，如半导体设备、军工等；二是景气恢复明显的疫情受损板块，如旅游、酒店、航空等；三是受益于海外需求复苏的品种，如汽车零部件、家电等；四是一季报潜在高弹性品种，如上游资源品、医药、汽车、交通运输、电子等。\n中信建投证券认为，核心资产逐步进入估值盈利匹配区间，高铁、景区等疫情恢复板块持续占优，行业方面推荐白酒等核心资产，以及供需不平衡带来高景气的半导体板块和经济结构转型升级的光伏、新能源汽车板块。\n国泰君安证券认为，周期制造板块在二季度仍将会有较高的防御价值以及较好的相对收益，在此之外应逐步布局经历较长时间调整的科技成长板块。推荐四条主线：一是“碳中和”主题，如钢铁、新能源；二是预期充分调整、回归基本面增长的科技，如电子；三是机械；四是资产负债表修复的金融，如银行。同时继续推荐具备稀缺性的互联网港股龙头。\n兴业证券推荐三条主线：一是生活性和生产性服务业，如航空航运、社会服务（酒店、餐饮、旅游、医美、免税），以及估值性价比和业绩增速都较为确定的银行等；二是围绕一季报和筹码结构，短期景气较好且增速较高的，如半导体、医药里的器械与服务；三是从中期维度看，上游原材料品种以及地产后周期的轻工家居、家电等顺周期方向。\n国盛证券建议沿着三条主线左侧布局反弹：一是长期景气向好的新能源、半导体、医药、家电等板块；二是业绩超预期的化工、机械、交运、社会服务等板块；三是港股科技龙头。\n海通证券认为，展望2021年，科技将进一步与制造业融合，如新能源改造生产端（汽车智能化、光伏）、5G改造生产端（云计算、人工智能、消费电子）等有望成为领涨行业。建议关注大众消费，预计乳制品、餐饮等大众消费需求将大增。此外预计专科医院、高端医疗器械、医疗美容、养生保健等医疗服务领域需求也有望提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565776822036269","authorId":"3565776822036269","name":"Munhong11","avatar":"https://static.tigerbbs.com/fac2aadbca505f0f5a44ddffa66be566","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565776822036269","authorIdStr":"3565776822036269"},"content":"Give me another reply","text":"Give me another reply","html":"Give me another reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098046783,"gmtCreate":1643984435442,"gmtModify":1676533878656,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms(FB)$</a> and <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a> buybuy","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms(FB)$</a> and <a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a> buybuy","text":"$Meta Platforms(FB)$ and $AMD(AMD)$ buybuy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098046783","repostId":"9091736836","repostType":1,"repost":{"id":9091736836,"gmtCreate":1643939204592,"gmtModify":1676533874116,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🔥[Feb 4th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Friday Afternoon Recap Stock futures rose in overnight trading Thursday as investors digested a slew of corporate earnings reports after the Nasdaq Composite posted its worst day in more than a year. Futures on the Dow Jones Industrial Average gained about 195 points, or 0.6%. S&amp;P 500 futures added 1.1%, and Nasdaq 100 futures rallied 1.9%. On Th","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Friday Afternoon Recap Stock futures rose in overnight trading Thursday as investors digested a slew of corporate earnings reports after the Nasdaq Composite posted its worst day in more than a year. Futures on the Dow Jones Industrial Average gained about 195 points, or 0.6%. S&amp;P 500 futures added 1.1%, and Nasdaq 100 futures rallied 1.9%. On Th","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins as reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Friday Afternoon Recap Stock futures rose in overnight trading Thursday as investors digested a slew of corporate earnings reports after the Nasdaq Composite posted its worst day in more than a year. Futures on the Dow Jones Industrial Average gained about 195 points, or 0.6%. S&P 500 futures added 1.1%, and Nasdaq 100 futures rallied 1.9%. On Th","images":[{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091736836","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320364920,"gmtCreate":1615019477160,"gmtModify":1704778235789,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"No keep promisee&nbsp;","listText":"No keep promisee&nbsp;","text":"No keep promisee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/320364920","repostId":"2117936658","repostType":4,"repost":{"id":"2117936658","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1615013768,"share":"https://ttm.financial/m/news/2117936658?lang=&edition=fundamental","pubTime":"2021-03-06 14:56","market":"us","language":"zh","title":"失业救济金下调，拜登1.9万亿美元刺激方案再缩水","url":"https://stock-news.laohu8.com/highlight/detail?id=2117936658","media":"界面新闻","summary":"市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登","content":"<div>\n<p>市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登的1.9万亿美元刺激方案投票中，只要有一位民主党人不支持，方案就会流产。\n3月5日，参议院对刺激方案的辩论投票就遭遇了这一幕：西弗吉尼亚州民主党参议员曼钦（Joe Manchin ）反对刺激方案中失业...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>失业救济金下调，拜登1.9万亿美元刺激方案再缩水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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失业救济金下调，拜登1.9万亿美元刺激方案再缩水\n</h2>\n\n<h4 class=\"meta\">\n\n2021-03-06 14:56 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登的1.9万亿美元刺激方案投票中，只要有一位民主党人不支持，方案就会流产。\n3月5日，参议院对刺激方案的辩论投票就遭遇了这一幕：西弗吉尼亚州民主党参议员曼钦（Joe Manchin ）反对刺激方案中失业...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/844c8f1c14dd94e2ef7036ff97d43537","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117936658","content_text":"市场消息：美国参议院通过了民主党人关于失业救济金的修正案，将提供每周300美元的援助至9月6日。\n美国民主党和共和党在参议院中席位各占50席的现状不仅让共和党头疼，也让作为多数党的民主党焦虑：在对拜登的1.9万亿美元刺激方案投票中，只要有一位民主党人不支持，方案就会流产。\n3月5日，参议院对刺激方案的辩论投票就遭遇了这一幕：西弗吉尼亚州民主党参议员曼钦（Joe Manchin ）反对刺激方案中失业救济金的额度，让刺激方案面临生存危机。\n僵局持续九个小时后，曼钦与民主党同僚达成妥协：将3月到期的加强版失业救济计划延长到9月，但金额改为每周300美元。在众议院通过的刺激方案中，金额为400美元。\n失业救济金障碍清除后，参议院对刺激方案的“马拉松连续投票”流程继续。共和党人计划提出各种修正方案，以暴露民主党人之间的分歧。\n民主党僵局\n曼钦一直对1.9万亿美元刺激方案中的失业救济金额度不满，认为救济金太高将让失业者丧失找工作的动力。\n上周六，众议院通过的刺激方案把3月到期的加强版失业救济计划延长到8月底，把每周300美元的额度提高到了400美元。\n在3月5日参议院的辩论投票中，民主党和共和党都提出了针对失业救济金的修改方案，而曼钦更支持共和党的方案。在该方案下，加强版失业救济计划仅延长到7月。\n按照惯例，参议院通过法案需要至少60票支持。为了能快速通过刺激方案，参议院使用了“预算和解”程序。\n在该程序下，就算共和党参议员集体投反对票，只要民主党参议员集体支持，再加上副总统哈里斯的一票，就能以51票通过1.9万亿美元的救济方案。\n但这也意味着，民主党不能有任何一名议员倒戈。\n曼钦的表态让周五的投票陷入僵局，民主党人随后与其进行了数小时的谈判。最终在周五晚上8点左右，曼钦与民主党同僚达成协议。\n据CBS新闻报道，协议内容为：将加强版失业救济计划延长到9月6日，但金额下调至每周300美元；对于年收入低于15万美元的家庭，首笔1.02万美元的失业补助免交税；将与超额损失限额（excess business loss limitations）有关的税务规定延长到2026年。\n周五晚，白宫发言人普萨基发表声明指出，拜登支持参议院关于失业救济金达成的妥协协议，并对所有还在工作的参议员表示感谢。\n此前，参议院民主党人已经同意对刺激方案中的1400美元补助进行修改，提高补助发放门槛。\n曼钦此次凭一己之力让拜登的刺激方案再度缩水后，共和党人调侃，曼钦需要《日内瓦公约》保护。《日内瓦公约》用于保护平民和战俘等战争受难者。\n马拉松投票\n失业救济金障碍扫清后，参议院对1.9万亿美元刺激方案的投票还在继续，预计将持续到当地时间周六。\n对于两党争议最大的将最低时薪提高到15美元，桑德斯已经在参议院提出方案，坚持要将15美元时薪纳入刺激方案。\n此前，参议院议事章程独立仲裁员判定，15美元时薪计划不符合预算和解程序。也就意味着民主党人想在参议院通过刺激方案，必须去除相关条款或者提出修改方案。为强调最低时薪的重要性，众议院通过的刺激方案中保留了15美元最低时薪的条款。\n由于遭到多名民主党人反对，桑德斯的修改方案预计不会通过参议院投票。\n接下来，参议院将继续就大量修改方案进行“马拉松连续投票”（Vote-a-Rama），马拉松连续投票流程是预算和解程序的一部分。\n在流程中，100名参议员可以提出任何修改方案，每条修改方案都必须进行投票，直到没有人提出修改案或者参议员们体力不支。\n据CNN新闻介绍，通常情况下，参议员宣布自己的修改方案后，两党各有一分钟辩论时间，之后有10分钟投票。走完全流程，每条修改案大概需花费15分钟。\n这个流程在民主党人看来是拖延时间，但却被共和党人视为报复的良机。\n共和党人已经表示，将让民主党人在马拉松连续投票中“承受最大痛苦”。共和党计划用修正案来分裂民主党人，让民主党人自己暴露党内分歧。\n在开启马拉松投票前，共和党人已经采取了报复行动：周四，威斯康星州共和党参议员约翰逊（Ron Johnson）要求参议院书记员将628页长的刺激方案全文朗读一遍。\n整个朗读用了近11个小时，直到周五凌晨2点才结束。\n参议院通过刺激方案后，还需将修改过的方案送到众议院，由众议院再次投票，之后才能交给拜登签字。预计众议院将于下周再次投票。\n民主党人目标在3月14日前将方案送呈拜登签字生效。","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092100716,"gmtCreate":1644545089635,"gmtModify":1676533939571,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> add","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> add","text":"$Grab Holdings(GRAB)$ add","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092100716","repostId":"9096785615","repostType":1,"repost":{"id":9096785615,"gmtCreate":1644462183743,"gmtModify":1676533929933,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[Feb 10th]Share your trades today with others >>","htmlText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Thursday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+1.45%, theDow+0.86%, theNasdaq+2.06%, and theRussell 2000+1.86%. Within the S&amp;P 500, all 11 sectors finished higher.The leading sectors wereCommunication Services+2.45%, Real Estate+2.38%, and Technology+2.31%.The laggards wereConsumer Staples+0.02%, Utiliti","listText":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions&nbsp;on&nbsp;market trends,the&nbsp;stocks you like(bullish on)or dislike(bearish on),and&nbsp;your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins&nbsp;as reward&nbsp;which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus&nbsp;Thursday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&amp;P 500+1.45%, theDow+0.86%, theNasdaq+2.06%, and theRussell 2000+1.86%. Within the S&amp;P 500, all 11 sectors finished higher.The leading sectors wereCommunication Services+2.45%, Real Estate+2.38%, and Technology+2.31%.The laggards wereConsumer Staples+0.02%, Utiliti","text":"Hi,Tigers! Welcome to our official column:Daily Discussion! Here you can share your trading ideas, your opinions on market trends,the stocks you like(bullish on)or dislike(bearish on),and your investment performances,etc.. If you leave your thoughts in the comment area, you may receive Tiger Coins as reward which can be used at Gift Center! Below are Today's Key Takeaways. Top News Move the Market Daily Focus Thursday Afternoon Recap U.S. equity markets finished the dayhigher, with theS&P 500+1.45%, theDow+0.86%, theNasdaq+2.06%, and theRussell 2000+1.86%. Within the S&P 500, all 11 sectors finished higher.The leading sectors wereCommunication Services+2.45%, Real Estate+2.38%, and Technology+2.31%.The laggards wereConsumer Staples+0.02%, Utiliti","images":[{"img":"https://static.tigerbbs.com/4d88973302eced66c7cfae721c56bebb","width":"429","height":"170"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096785615","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196931703,"gmtCreate":1621003742302,"gmtModify":1704351871417,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Sad case","listText":"Sad case","text":"Sad case","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/196931703","repostId":"1134686534","repostType":4,"repost":{"id":"1134686534","pubTimestamp":1621002693,"share":"https://ttm.financial/m/news/1134686534?lang=&edition=fundamental","pubTime":"2021-05-14 22:31","market":"us","language":"zh","title":"经济学家全面上调未来一年的美国通胀预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1134686534","media":"新浪财经","summary":"明年初以前美国通胀率将会高企。","content":"<p><img src=\"https://static.tigerbbs.com/ac47d596840d5818497ee856ff57fda0\" tg-width=\"550\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p>\n<p>越来越多的经济学家预计，明年初以前美国通胀率将会高企。</p>\n<p>彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。</p>\n<p>根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。</p>\n<p>最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、需求走强以及数万亿美元的财政和货币政策支持纳入考量。</p>\n<p>“美国经济的供应能力可能无法跟上需求增长的步伐，这一点从芯片到劳动力供应等各个方面已经很明显，”ING首席国际经济学家James Knightley表示。“我们认为，通胀率可能在比美联储预期的更长一段时间里维持高位。”</p>","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>经济学家全面上调未来一年的美国通胀预期</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n经济学家全面上调未来一年的美国通胀预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>越来越多的经济学家预计，明年初以前美国通胀率将会高企。\n彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。\n根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。\n最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c685480ed37cb27252b8611b704480cc","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-05-14/doc-ikmyaawc5358865.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134686534","content_text":"越来越多的经济学家预计，明年初以前美国通胀率将会高企。\n彭博进行的最新月度调查显示，预测人士上调了到2022年第一季度为止的多项物价压力指标，包括消费者价格指数、个人消费支出物价指数（PCE）以及剔除食品和燃料的PCE指标。\n根据5月7日至13日对71位经济学家的调查，今年第二季度末的CPI同比料攀升3.8%，PCE物价指数料上升3%。\n最新的预测远高于年初的预测，显示预测者将供应短缺、运输问题、需求走强以及数万亿美元的财政和货币政策支持纳入考量。\n“美国经济的供应能力可能无法跟上需求增长的步伐，这一点从芯片到劳动力供应等各个方面已经很明显，”ING首席国际经济学家James Knightley表示。“我们认为，通胀率可能在比美联储预期的更长一段时间里维持高位。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360789848,"gmtCreate":1613978354084,"gmtModify":1704886370779,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><a href=\"https://laohu8.com/U/3565776822036269\">@MunHong</a>hehe","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><a href=\"https://laohu8.com/U/3565776822036269\">@MunHong</a>hehe","text":"$Palantir Technologies Inc.(PLTR)$@MunHonghehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/360789848","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182662272,"gmtCreate":1623569917796,"gmtModify":1704206418161,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/182662272","repostId":"1146484174","repostType":4,"repost":{"id":"1146484174","pubTimestamp":1621610345,"share":"https://ttm.financial/m/news/1146484174?lang=&edition=fundamental","pubTime":"2021-05-21 23:19","market":"us","language":"zh","title":"大宗商品涨势按下暂停键，但背后利好仍在？","url":"https://stock-news.laohu8.com/highlight/detail?id=1146484174","media":"金十数据","summary":"分析指出，大宗商品的牛市肯定还没有结束。在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。“我坚定地认为，目前只是大宗商品的暂歇期。任何令人失望的数据或不利因素总会引起获利了结的抛售，我认为整个行业仍有上行空间。”","content":"<blockquote>\n 分析指出，大宗商品的牛市肯定还没有结束。\n</blockquote>\n<p>在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。</p>\n<p>不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。</p>\n<p>中国铜交易商ASK Resources Ltd.交易主管Eric Liu说：</p>\n<blockquote>\n “大宗商品的牛市肯定还没有结束。每个国家都在与通胀上升作斗争，但只要他们不收紧货币和财政政策，大宗商品价格涨势很难降温。”\n</blockquote>\n<p>随着新冠疫苗推出，全球重要经济体出现反弹。在供应仍然紧张的情况下，金属、食品和能源的需求不断增加，包括石油木材在内的一系列商品市场出现紧缩。</p>\n<p>未来几个月，随着更多人外出、自驾游、坐飞机、参加夏季烧烤聚会等等，供应紧缩的趋势在美国和欧洲可能会加剧。另外中国也在增加大豆和玉米的进口，说明其需求在增加。</p>\n<p><img src=\"https://static.tigerbbs.com/018880b9d089ce4fbfbd13aac3210bb8\" tg-width=\"589\" tg-height=\"331\" referrerpolicy=\"no-referrer\">基础设施支出严峻的长期前景以及向电动汽车、电池的更快过渡同样推高了大宗商品价格。</p>\n<p>周四，市场行情较之前更加稳定。铜期货从前一天的暴跌中反弹，因为市场预测，即使美联储缩减购买资产规模，亦或是中国加大力度压低价格，铜需求仍将保持弹性。在持续不断的购买热潮推动下，芝加哥的玉米期货也上涨。</p>\n<p>相比之下，<b>出于对伊朗出口制裁结束、伊朗原油供应增加的预期，原油期货跌幅扩大。新冠疫情继续抑制印度的需求。</b></p>\n<p>瑞穗证券期货部门主管Bob Yawger表示，随着美国经济进一步开放，彭博大宗商品指数在未来几个月仍可能超过2011年的纪录高位，尽管通胀压力可能会限制其上行幅度。</p>\n<p>这位主管在接受采访时称：</p>\n<blockquote>\n “人们都想外出，这将给市场带来巨大的买机。此外，美元走软可能也是大宗商品价格上涨的催化剂，因为多数原材料都是以美元计价的。由于驾车出行和航空旺季即将到来，WTI原油可能在未来几个月攀升至每桶70美元。”\n</blockquote>\n<p>另外，今年夏天，美国以及巴西和阿根廷的农作物需要几乎完美的天气才能满足全球需求，因此任何恶劣天气都可能导致价格飙升。</p>\n<p><img src=\"https://static.tigerbbs.com/4cee9704758312cba55b03c02098909e\" tg-width=\"620\" tg-height=\"399\" referrerpolicy=\"no-referrer\">金属受益于制造业供应链的快速补给以及未来几年的绿色消费前景，推动了经济风向标——铜本月稍早突破每吨1.07万美元。其价格是否会继续走高，在一定程度上取决于市场对基础设施支出的认识程度，以及宽松的货币政策将持续多久。</p>\n<p>华尔街已经对该前景表现出乐观情绪，<a href=\"https://laohu8.com/S/C\">花旗</a>预计铜价将在未来几个月突破1.2万美元。此外，铜主要交易商<a href=\"https://laohu8.com/S/GLEN.UK\">嘉能可</a>（Glencore Plc）和托克（Trafigura）表示，铜价可能大幅上涨，以刺激足够的供应，从而满足未来可再生能源和电动汽车的需求。</p>\n<p>澳新银行策略师丹尼尔·海因斯表示：</p>\n<blockquote>\n “我坚定地认为，目前只是大宗商品的暂歇期。任何令人失望的数据或不利因素总会引起获利了结的抛售，我认为整个行业仍有上行空间。”\n</blockquote>","source":"jssj","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>大宗商品涨势按下暂停键，但背后利好仍在？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大宗商品涨势按下暂停键，但背后利好仍在？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/74903><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析指出，大宗商品的牛市肯定还没有结束。\n\n在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。\n不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。\n中国铜交易商ASK Resources Ltd.交易主管Eric Liu说：\n\n “大宗商品的牛市肯定还没有结束。每个...</p>\n\n<a href=\"https://xnews.jin10.com/details/74903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"161715":"大宗商品","000979.SH":"大宗商品"},"source_url":"https://xnews.jin10.com/details/74903","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146484174","content_text":"分析指出，大宗商品的牛市肯定还没有结束。\n\n在此前大涨后，本周农作物、石油和金属等大宗商品都出现下跌。通胀担忧、美联储可能收紧宽松政策的预期以及国内监管层的警告，都让投资者深深捏了把汗。\n不过分析指出，今年大宗商品价格飙升背后的许多原因，以及有关新超级周期的争论，仍然没有改变。\n中国铜交易商ASK Resources Ltd.交易主管Eric Liu说：\n\n “大宗商品的牛市肯定还没有结束。每个国家都在与通胀上升作斗争，但只要他们不收紧货币和财政政策，大宗商品价格涨势很难降温。”\n\n随着新冠疫苗推出，全球重要经济体出现反弹。在供应仍然紧张的情况下，金属、食品和能源的需求不断增加，包括石油木材在内的一系列商品市场出现紧缩。\n未来几个月，随着更多人外出、自驾游、坐飞机、参加夏季烧烤聚会等等，供应紧缩的趋势在美国和欧洲可能会加剧。另外中国也在增加大豆和玉米的进口，说明其需求在增加。\n基础设施支出严峻的长期前景以及向电动汽车、电池的更快过渡同样推高了大宗商品价格。\n周四，市场行情较之前更加稳定。铜期货从前一天的暴跌中反弹，因为市场预测，即使美联储缩减购买资产规模，亦或是中国加大力度压低价格，铜需求仍将保持弹性。在持续不断的购买热潮推动下，芝加哥的玉米期货也上涨。\n相比之下，出于对伊朗出口制裁结束、伊朗原油供应增加的预期，原油期货跌幅扩大。新冠疫情继续抑制印度的需求。\n瑞穗证券期货部门主管Bob Yawger表示，随着美国经济进一步开放，彭博大宗商品指数在未来几个月仍可能超过2011年的纪录高位，尽管通胀压力可能会限制其上行幅度。\n这位主管在接受采访时称：\n\n “人们都想外出，这将给市场带来巨大的买机。此外，美元走软可能也是大宗商品价格上涨的催化剂，因为多数原材料都是以美元计价的。由于驾车出行和航空旺季即将到来，WTI原油可能在未来几个月攀升至每桶70美元。”\n\n另外，今年夏天，美国以及巴西和阿根廷的农作物需要几乎完美的天气才能满足全球需求，因此任何恶劣天气都可能导致价格飙升。\n金属受益于制造业供应链的快速补给以及未来几年的绿色消费前景，推动了经济风向标——铜本月稍早突破每吨1.07万美元。其价格是否会继续走高，在一定程度上取决于市场对基础设施支出的认识程度，以及宽松的货币政策将持续多久。\n华尔街已经对该前景表现出乐观情绪，花旗预计铜价将在未来几个月突破1.2万美元。此外，铜主要交易商嘉能可（Glencore Plc）和托克（Trafigura）表示，铜价可能大幅上涨，以刺激足够的供应，从而满足未来可再生能源和电动汽车的需求。\n澳新银行策略师丹尼尔·海因斯表示：\n\n “我坚定地认为，目前只是大宗商品的暂歇期。任何令人失望的数据或不利因素总会引起获利了结的抛售，我认为整个行业仍有上行空间。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196936046,"gmtCreate":1621003797685,"gmtModify":1704351872556,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Well the market up abit","listText":"Well the market up abit","text":"Well the market up abit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196936046","repostId":"1180187960","repostType":4,"repost":{"id":"1180187960","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":1621001322,"share":"https://ttm.financial/m/news/1180187960?lang=&edition=fundamental","pubTime":"2021-05-14 22:08","market":"us","language":"zh","title":"美国5月消费者信心指数不及预期，分析者大呼诧异","url":"https://stock-news.laohu8.com/highlight/detail?id=1180187960","media":"老虎资讯综合","summary":"数据很糟糕，令人诧异。","content":"<p>美国5月密歇根大学消费者信心指数初值：<b>82.8</b>&nbsp;，预期：90.4，前值：88.3。</p><p>美国3月商业库存月率：<b>0.3%</b>&nbsp;，预期：0.3%，前值：0.5%。</p><p><b>财经网站Forexlive评美国5月密歇根大学消费者信心指数初值</b>：数据很糟糕，令人诧异。通胀预期的上升在预料之内，而且是有意义的。美联储一再强调通胀预期的重要性，通胀预期的上升将给美联储带来麻烦。</p><p><b>密歇根大学消费者调查首席经济学家Richard Curtin</b>：5月初消费者信心因为通胀率上升而大幅下降，重要的是，尽管被压抑的需求释放和创纪录的储蓄导致价格上涨，消费者支出仍将增长。</p><p><b>机构评美国5月密歇根大学消费者信心指数初值</b>：数据有些令人失望，现况指数和预期指数都低于经济学家的预测，这或许是对通胀的担忧导致的。美国5至10年通胀预期中值从2.7%飙升至3.1%，处于10年来的最高水平。今年的预期中值为4.6%，也是10年来的最高水平。通货膨胀威胁可能不是暂时性的。</p><p></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>美国5月消费者信心指数不及预期，分析者大呼诧异</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国5月消费者信心指数不及预期，分析者大呼诧异\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-14 22:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国5月密歇根大学消费者信心指数初值：<b>82.8</b>&nbsp;，预期：90.4，前值：88.3。</p><p>美国3月商业库存月率：<b>0.3%</b>&nbsp;，预期：0.3%，前值：0.5%。</p><p><b>财经网站Forexlive评美国5月密歇根大学消费者信心指数初值</b>：数据很糟糕，令人诧异。通胀预期的上升在预料之内，而且是有意义的。美联储一再强调通胀预期的重要性，通胀预期的上升将给美联储带来麻烦。</p><p><b>密歇根大学消费者调查首席经济学家Richard Curtin</b>：5月初消费者信心因为通胀率上升而大幅下降，重要的是，尽管被压抑的需求释放和创纪录的储蓄导致价格上涨，消费者支出仍将增长。</p><p><b>机构评美国5月密歇根大学消费者信心指数初值</b>：数据有些令人失望，现况指数和预期指数都低于经济学家的预测，这或许是对通胀的担忧导致的。美国5至10年通胀预期中值从2.7%飙升至3.1%，处于10年来的最高水平。今年的预期中值为4.6%，也是10年来的最高水平。通货膨胀威胁可能不是暂时性的。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180187960","content_text":"美国5月密歇根大学消费者信心指数初值：82.8 ，预期：90.4，前值：88.3。美国3月商业库存月率：0.3% ，预期：0.3%，前值：0.5%。财经网站Forexlive评美国5月密歇根大学消费者信心指数初值：数据很糟糕，令人诧异。通胀预期的上升在预料之内，而且是有意义的。美联储一再强调通胀预期的重要性，通胀预期的上升将给美联储带来麻烦。密歇根大学消费者调查首席经济学家Richard Curtin：5月初消费者信心因为通胀率上升而大幅下降，重要的是，尽管被压抑的需求释放和创纪录的储蓄导致价格上涨，消费者支出仍将增长。机构评美国5月密歇根大学消费者信心指数初值：数据有些令人失望，现况指数和预期指数都低于经济学家的预测，这或许是对通胀的担忧导致的。美国5至10年通胀预期中值从2.7%飙升至3.1%，处于10年来的最高水平。今年的预期中值为4.6%，也是10年来的最高水平。通货膨胀威胁可能不是暂时性的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093065198,"gmtCreate":1643462257014,"gmtModify":1676533823046,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Wow So good","listText":"Wow So good","text":"Wow So good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093065198","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093065480,"gmtCreate":1643462446740,"gmtModify":1676533823054,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"Scare to hu at dipcause it might not the dip yet","listText":"Scare to hu at dipcause it might not the dip yet","text":"Scare to hu at dipcause it might not the dip yet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093065480","repostId":"9099203863","repostType":1,"repost":{"id":9099203863,"gmtCreate":1643358492338,"gmtModify":1676533810455,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Retail Traders Continues to Buy the Dip, Not a Good Sign?","htmlText":"Related&nbsp;Link: <a href=\"https://ttm.financial/TW/9099064522\" target=\"_blank\">Don't Miss it: Three Postures to Buy Dip Of US Stocks!</a> Data shows the recent market correction hasn't scared off retail investors, Equity Inflows Every Day of January. Retail investors are \"buying the dip\" in U.S. stocks. Vanda Research said on Wednesday: Retail investors have bought stocks every day in 2022, while more experienced retail investors who are feeling the sting of losses have pulled back. Vanda Research pointed that daily inflows have been above the 2021 average in all but two of the days in January. These inflows come at a time when markets have been getting crushed. Through yesterday, the S&amp;P 500 was down 9.3% so far this year, while the tech-heavy Nasdaq Composite Index had fallen 14.5%","listText":"Related&nbsp;Link: <a href=\"https://ttm.financial/TW/9099064522\" target=\"_blank\">Don't Miss it: Three Postures to Buy Dip Of US Stocks!</a> Data shows the recent market correction hasn't scared off retail investors, Equity Inflows Every Day of January. Retail investors are \"buying the dip\" in U.S. stocks. Vanda Research said on Wednesday: Retail investors have bought stocks every day in 2022, while more experienced retail investors who are feeling the sting of losses have pulled back. Vanda Research pointed that daily inflows have been above the 2021 average in all but two of the days in January. These inflows come at a time when markets have been getting crushed. Through yesterday, the S&amp;P 500 was down 9.3% so far this year, while the tech-heavy Nasdaq Composite Index had fallen 14.5%","text":"Related Link: Don't Miss it: Three Postures to Buy Dip Of US Stocks! Data shows the recent market correction hasn't scared off retail investors, Equity Inflows Every Day of January. Retail investors are \"buying the dip\" in U.S. stocks. Vanda Research said on Wednesday: Retail investors have bought stocks every day in 2022, while more experienced retail investors who are feeling the sting of losses have pulled back. Vanda Research pointed that daily inflows have been above the 2021 average in all but two of the days in January. These inflows come at a time when markets have been getting crushed. Through yesterday, the S&P 500 was down 9.3% so far this year, while the tech-heavy Nasdaq Composite Index had fallen 14.5%","images":[{"img":"https://static.tigerbbs.com/c12b6d71734b54609481a0b9d4407fd9","width":"851","height":"851"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099203863","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389323338,"gmtCreate":1612693593124,"gmtModify":1704873540114,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"apple????","listText":"apple????","text":"apple????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/389323338","repostId":"2109701664","repostType":4,"repost":{"id":"2109701664","pubTimestamp":1612685721,"share":"https://ttm.financial/m/news/2109701664?lang=&edition=fundamental","pubTime":"2021-02-07 16:15","market":"sh","language":"zh","title":"2021年的“阿尔法”在哪里？私募大佬如是说","url":"https://stock-news.laohu8.com/highlight/detail?id=2109701664","media":"华尔街见闻","summary":"大类资产配置的热门讨论","content":"<p>2021年大类资产配置的关键是什么？</p><p>在各大类资产均有显著涨幅后，2021年的“阿尔法”（超额收益机会）又在哪里？</p><p>近日，由朝阳永续主办的2020年度（第十五届）中国私募基金风云榜的策略论坛上，由半夏投资创始人李蓓担任主持人，知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。</p><p><b>投资“右下角”的资产</b></p><p>从容投资董事长吕俊指出，2020年大类资产均出现上涨，处于估值区间靠上的位置。但要看到，债券资产仍处于便宜的位置，具有配置价值。</p><p>过去两年A股涨了很多，但并不是“全面的贵”，去年沪深300指数涨了20%，但涨幅集中于<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、<a href=\"https://laohu8.com/S/603288\">海天味业</a>等核心资产，有大量的股票跌幅明显。因此，我们要去投资“右下角”的资产，在没涨的股票中挖掘机会。这反映了股票资产内部分化非常严重，整体市场的估值高，并没有发展到完全没有机会的程度。</p><p>吕俊还指出，虽然连续两年股市收益可观，但并不代表2021年机会就少。建议投资者不要乱折腾，特别是基金持有人要相信管理人的判断，更不要追随明星基金经理抄作业。</p><p><b>另类投资机会最大</b></p><p>百亿债券私募银叶投资许巳阳指出，2016年-2018年监管层主导去杠杆，市场在2018年出现“一半海水一半火焰”的情景，“火焰”就是指利率债资产，逐渐回到绝对值低点。</p><p>上个星期，中国央行的表态再次造成债券延续下跌局面。未来投资机会在利率债，现在正处于左侧阶段。如果十年期国债利率回到3.5%，这个水平处于过去二十年的中轴位置，今年存在波段做多的机会。要看到央行有着预期管理，全年有50个点的波动机会，需要投资者把握。</p><p>换言之，十年期国债利率到了3.5%才可能存在利率债交易机会，因此可预期的机会窗口是下半年，拐点还未出现。</p><p>今年上半年，我们将继续看到中国个人投资者200万亿财富持续转移，不断进入权益资产，风险偏好仍会上升。</p><p>债券资产最有显著机会的是不良资产和高收益债，属于一种另类投资。去年AAA国企信用风险暴露，央行投放了流动性，部分高收益债和不良资产出现好价格。</p><p>由于当前信用债市场容量很大，信用利差不大，但仍有阿尔法机会，市场阶段性承压的时候能够选到好券。</p><p>一个可以观望的拐点是今年年中。上半年经济预期将同比向上，央行流动性的方向盘转向将在上半年完成，债券在基金面也有出现高波动；此外，拜登上台后推出强刺激计划，将带来外需提振，幅度可能超预期，对中国出口规模也会有影响。</p><p><b>看好沪深300增强策略</b></p><p>黑翼资产合伙人邹倚天指出：今年沪深300指数增强的机会大于中证500。但近两年来，中证500增强策略的阿尔法都在衰减。</p><p>一个重要的问题是：2020年初量化私募资产从2000亿扩展至5000亿，直接影响到市场的阿尔法。目前，沪深300指数增强做的偏少，均集中于中证500增强，因此存在投资机会。</p><p>目前支持高频阿尔法策略的难度加大，整个因子的迭代速度非常快，未来量化要采取多元化的因子，包括偏市场行为的因子、动量因子、基本面因子和分析师因子。</p><p>量化基金的回报水平难以单看一年表现，量化策略不押注任何市场风格和行业，持仓有500-1000只股票，因此以三到五年为考察周期。</p><p>如果谈量化投资风险，主要就是策略过于拥挤，产生策略同质化，因此要确保管理人的策略容量与管理规模匹配，研发低相关性的策略。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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}\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\">\n2021年的“阿尔法”在哪里？私募大佬如是说\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-07 16:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3619790><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年大类资产配置的关键是什么？在各大类资产均有显著涨幅后，2021年的“阿尔法”（超额收益机会）又在哪里？近日，由朝阳永续主办的2020年度（第十五届）中国私募基金风云榜的策略论坛上，由半夏投资创始人李蓓担任主持人，知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。投资“右下角”的资产从容投资董事长吕俊指出，2020年大类资产均出现上涨，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3619790\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3619790","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109701664","content_text":"2021年大类资产配置的关键是什么？在各大类资产均有显著涨幅后，2021年的“阿尔法”（超额收益机会）又在哪里？近日，由朝阳永续主办的2020年度（第十五届）中国私募基金风云榜的策略论坛上，由半夏投资创始人李蓓担任主持人，知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。投资“右下角”的资产从容投资董事长吕俊指出，2020年大类资产均出现上涨，处于估值区间靠上的位置。但要看到，债券资产仍处于便宜的位置，具有配置价值。过去两年A股涨了很多，但并不是“全面的贵”，去年沪深300指数涨了20%，但涨幅集中于贵州茅台、海天味业等核心资产，有大量的股票跌幅明显。因此，我们要去投资“右下角”的资产，在没涨的股票中挖掘机会。这反映了股票资产内部分化非常严重，整体市场的估值高，并没有发展到完全没有机会的程度。吕俊还指出，虽然连续两年股市收益可观，但并不代表2021年机会就少。建议投资者不要乱折腾，特别是基金持有人要相信管理人的判断，更不要追随明星基金经理抄作业。另类投资机会最大百亿债券私募银叶投资许巳阳指出，2016年-2018年监管层主导去杠杆，市场在2018年出现“一半海水一半火焰”的情景，“火焰”就是指利率债资产，逐渐回到绝对值低点。上个星期，中国央行的表态再次造成债券延续下跌局面。未来投资机会在利率债，现在正处于左侧阶段。如果十年期国债利率回到3.5%，这个水平处于过去二十年的中轴位置，今年存在波段做多的机会。要看到央行有着预期管理，全年有50个点的波动机会，需要投资者把握。换言之，十年期国债利率到了3.5%才可能存在利率债交易机会，因此可预期的机会窗口是下半年，拐点还未出现。今年上半年，我们将继续看到中国个人投资者200万亿财富持续转移，不断进入权益资产，风险偏好仍会上升。债券资产最有显著机会的是不良资产和高收益债，属于一种另类投资。去年AAA国企信用风险暴露，央行投放了流动性，部分高收益债和不良资产出现好价格。由于当前信用债市场容量很大，信用利差不大，但仍有阿尔法机会，市场阶段性承压的时候能够选到好券。一个可以观望的拐点是今年年中。上半年经济预期将同比向上，央行流动性的方向盘转向将在上半年完成，债券在基金面也有出现高波动；此外，拜登上台后推出强刺激计划，将带来外需提振，幅度可能超预期，对中国出口规模也会有影响。看好沪深300增强策略黑翼资产合伙人邹倚天指出：今年沪深300指数增强的机会大于中证500。但近两年来，中证500增强策略的阿尔法都在衰减。一个重要的问题是：2020年初量化私募资产从2000亿扩展至5000亿，直接影响到市场的阿尔法。目前，沪深300指数增强做的偏少，均集中于中证500增强，因此存在投资机会。目前支持高频阿尔法策略的难度加大，整个因子的迭代速度非常快，未来量化要采取多元化的因子，包括偏市场行为的因子、动量因子、基本面因子和分析师因子。量化基金的回报水平难以单看一年表现，量化策略不押注任何市场风格和行业，持仓有500-1000只股票，因此以三到五年为考察周期。如果谈量化投资风险，主要就是策略过于拥挤，产生策略同质化，因此要确保管理人的策略容量与管理规模匹配，研发低相关性的策略。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345912532,"gmtCreate":1618272187826,"gmtModify":1704708355084,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"244","listText":"244","text":"244","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345912532","repostId":"342897035","repostType":1,"repost":{"id":342897035,"gmtCreate":1618195924823,"gmtModify":1704707368401,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"阿里巴巴遭天價罰款，來猜今日收盤價！","htmlText":"備受關注的阿里巴巴集團壟斷案有了處理結果。中國市場監管總局表示，因違反《反壟斷法》，對這家互聯網巨頭罰款182.28億元人民幣。阿里巴巴迴應表示誠懇接受，堅決服從。專家分析，財力雄厚的阿里巴巴集團能夠承受這筆鉅款罰單。 根據央視新聞報道，中國市場監管總局根據《反壟斷法》對阿里巴巴作出處罰決定，處以其2019年中國境內銷售額4557.12億元4%的罰款，計182.28億元。 去年年末，市場監管總局對阿里巴巴在中國境內網絡零售平臺服務市場濫用市場支配地位行爲立案調查。經查，自2015年以來，阿里巴巴集團濫用該市場支配地位，對平臺內商家提出“二選一”的要求，以此禁止商家在其他競爭性平臺開店或參加促銷。 阿里巴巴：誠懇接受 堅決服從 天價罰單是對阿里巴巴集團的又一次重創，這家集團的業務已經從網上交易擴展到金融服務，並涉及物流、娛樂和旅遊等多個領域。 搜狐新聞報道，阿里巴巴方面發出迴應，表示收到《國家市場監督管理總局行政處罰決定書》，對此處罰，誠懇接受，堅決服從。將強化依法經營，進一步加強合規體系建設，立足創新發展，更好履行社會責任。 阿里巴巴集團董事局主席張勇在今日的電話會議上表示：預計監管部門的反壟斷處罰不會造成重大影響；阿里巴巴將出臺措施，降低電子商務平臺上商戶的進入壁壘和業務成本。<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16180238652987&quot;}\" target=\"_blank\">點我聽電話會議回放</a> 原本大家都擔心今日阿里股價會大跌，但目前來看股價並未受挫，截至目前阿里港股上漲6.15%。 A醬懸賞1600虎幣，一起來猜猜阿里巴巴港股和美股兩個市場的今日收盤價，老規矩，一人兩個股價全猜對獨享1600虎幣，2人及多人猜對其中一個則平分1","listText":"備受關注的阿里巴巴集團壟斷案有了處理結果。中國市場監管總局表示，因違反《反壟斷法》，對這家互聯網巨頭罰款182.28億元人民幣。阿里巴巴迴應表示誠懇接受，堅決服從。專家分析，財力雄厚的阿里巴巴集團能夠承受這筆鉅款罰單。 根據央視新聞報道，中國市場監管總局根據《反壟斷法》對阿里巴巴作出處罰決定，處以其2019年中國境內銷售額4557.12億元4%的罰款，計182.28億元。 去年年末，市場監管總局對阿里巴巴在中國境內網絡零售平臺服務市場濫用市場支配地位行爲立案調查。經查，自2015年以來，阿里巴巴集團濫用該市場支配地位，對平臺內商家提出“二選一”的要求，以此禁止商家在其他競爭性平臺開店或參加促銷。 阿里巴巴：誠懇接受 堅決服從 天價罰單是對阿里巴巴集團的又一次重創，這家集團的業務已經從網上交易擴展到金融服務，並涉及物流、娛樂和旅遊等多個領域。 搜狐新聞報道，阿里巴巴方面發出迴應，表示收到《國家市場監督管理總局行政處罰決定書》，對此處罰，誠懇接受，堅決服從。將強化依法經營，進一步加強合規體系建設，立足創新發展，更好履行社會責任。 阿里巴巴集團董事局主席張勇在今日的電話會議上表示：預計監管部門的反壟斷處罰不會造成重大影響；阿里巴巴將出臺措施，降低電子商務平臺上商戶的進入壁壘和業務成本。<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16180238652987&quot;}\" target=\"_blank\">點我聽電話會議回放</a> 原本大家都擔心今日阿里股價會大跌，但目前來看股價並未受挫，截至目前阿里港股上漲6.15%。 A醬懸賞1600虎幣，一起來猜猜阿里巴巴港股和美股兩個市場的今日收盤價，老規矩，一人兩個股價全猜對獨享1600虎幣，2人及多人猜對其中一個則平分1","text":"備受關注的阿里巴巴集團壟斷案有了處理結果。中國市場監管總局表示，因違反《反壟斷法》，對這家互聯網巨頭罰款182.28億元人民幣。阿里巴巴迴應表示誠懇接受，堅決服從。專家分析，財力雄厚的阿里巴巴集團能夠承受這筆鉅款罰單。 根據央視新聞報道，中國市場監管總局根據《反壟斷法》對阿里巴巴作出處罰決定，處以其2019年中國境內銷售額4557.12億元4%的罰款，計182.28億元。 去年年末，市場監管總局對阿里巴巴在中國境內網絡零售平臺服務市場濫用市場支配地位行爲立案調查。經查，自2015年以來，阿里巴巴集團濫用該市場支配地位，對平臺內商家提出“二選一”的要求，以此禁止商家在其他競爭性平臺開店或參加促銷。 阿里巴巴：誠懇接受 堅決服從 天價罰單是對阿里巴巴集團的又一次重創，這家集團的業務已經從網上交易擴展到金融服務，並涉及物流、娛樂和旅遊等多個領域。 搜狐新聞報道，阿里巴巴方面發出迴應，表示收到《國家市場監督管理總局行政處罰決定書》，對此處罰，誠懇接受，堅決服從。將強化依法經營，進一步加強合規體系建設，立足創新發展，更好履行社會責任。 阿里巴巴集團董事局主席張勇在今日的電話會議上表示：預計監管部門的反壟斷處罰不會造成重大影響；阿里巴巴將出臺措施，降低電子商務平臺上商戶的進入壁壘和業務成本。點我聽電話會議回放 原本大家都擔心今日阿里股價會大跌，但目前來看股價並未受挫，截至目前阿里港股上漲6.15%。 A醬懸賞1600虎幣，一起來猜猜阿里巴巴港股和美股兩個市場的今日收盤價，老規矩，一人兩個股價全猜對獨享1600虎幣，2人及多人猜對其中一個則平分1","images":[{"img":"https://static.tigerbbs.com/59f79cccb249a599c589b6809f9e076b","width":"839","height":"469"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342897035","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322269708,"gmtCreate":1615810886304,"gmtModify":1704786851071,"author":{"id":"3561982385149076","authorId":"3561982385149076","name":"Kyorilys","avatar":"https://static.tigerbbs.com/aa3586bb300cfe1a9a7c43f47bc1d416","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561982385149076","authorIdStr":"3561982385149076"},"themes":[],"htmlText":"apple","listText":"apple","text":"apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322269708","repostId":"328225987","repostType":1,"repost":{"id":328225987,"gmtCreate":1615533004747,"gmtModify":1704784187285,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"【3月12日】你今天有什麼交易計劃？","htmlText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股方面 受隔夜美股大漲影響，港股指數連續3日全線走高，午後漲幅窄幅震盪。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 大漲7.32%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 張5.28%，<a target=\"_blank\" href=\"https://laohu8.com/S/06969\">$思摩爾國際(06969)$</a> 漲2.22%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 大漲4.22%。 今日內房股表現強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融創中國(01918)$</a> 公佈2020年度業績報告，各項業務穩健增長的同事，持續優化資本結構 ，淨負債率大幅下降至96%，財報後花旗提升融創目標價，受此消息影響，融創大漲11%，寶龍地產，綠城中國以及A股地產股均跟風大漲。  美股方面 週五盤前，美國十年期國債收益率突破1.6，日內漲幅4.79%美股股指期貨受此影響，持續下挫其中道指期貨抹平日內漲幅；納指期貨跌超1% 歡迎大家來聊聊今天有什麼交易想法？包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。","listText":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股方面 受隔夜美股大漲影響，港股指數連續3日全線走高，午後漲幅窄幅震盪。<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a> 大漲7.32%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 張5.28%，<a target=\"_blank\" href=\"https://laohu8.com/S/06969\">$思摩爾國際(06969)$</a> 漲2.22%，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> 大漲4.22%。 今日內房股表現強勢，<a target=\"_blank\" href=\"https://laohu8.com/S/01918\">$融創中國(01918)$</a> 公佈2020年度業績報告，各項業務穩健增長的同事，持續優化資本結構 ，淨負債率大幅下降至96%，財報後花旗提升融創目標價，受此消息影響，融創大漲11%，寶龍地產，綠城中國以及A股地產股均跟風大漲。  美股方面 週五盤前，美國十年期國債收益率突破1.6，日內漲幅4.79%美股股指期貨受此影響，持續下挫其中道指期貨抹平日內漲幅；納指期貨跌超1% 歡迎大家來聊聊今天有什麼交易想法？包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。","text":"聊聊今日份的交易想法，包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。 港股方面 受隔夜美股大漲影響，港股指數連續3日全線走高，午後漲幅窄幅震盪。$小米集團-W(01810)$ 大漲7.32%，$比亞迪股份(01211)$ 張5.28%，$思摩爾國際(06969)$ 漲2.22%，$比亞迪股份(01211)$ 大漲4.22%。 今日內房股表現強勢，$融創中國(01918)$ 公佈2020年度業績報告，各項業務穩健增長的同事，持續優化資本結構 ，淨負債率大幅下降至96%，財報後花旗提升融創目標價，受此消息影響，融創大漲11%，寶龍地產，綠城中國以及A股地產股均跟風大漲。 美股方面 週五盤前，美國十年期國債收益率突破1.6，日內漲幅4.79%美股股指期貨受此影響，持續下挫其中道指期貨抹平日內漲幅；納指期貨跌超1% 歡迎大家來聊聊今天有什麼交易想法？包括對於大盤走勢後續的看法？看漲/看跌哪隻股票、曬曬單等等。","images":[{"img":"https://static.tigerbbs.com/ecdf7704817f300f931ad15bca7aa023","width":"295","height":"210"},{"img":"https://static.tigerbbs.com/c7a866a34f999a76dbf9c7d218928906","width":"1348","height":"876"},{"img":"https://static.tigerbbs.com/2118e72b4bd8f13b7955da645eccb378","width":"1080","height":"1102"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328225987","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}