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dkpoh
2022-02-17
😂
Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'
dkpoh
2022-02-14
666
Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal
dkpoh
2022-02-12
Pls like
Statement Regarding Foreign Media Reports
dkpoh
2022-02-08
Pls like
EV Stocks Rose in Morning Trading
dkpoh
2022-02-08
pls like
Cruise Line Stocks Gained in Morning Trading
dkpoh
2022-01-13
666
蔚来、小鹏、理想买哪只都不会错
dkpoh
2022-01-05
666
热门中概股跌幅继续扩大,拼多多大跌超10%
dkpoh
2021-07-22
666
拜腾的破产,给新能源车赛道再次泼了盆冷水
dkpoh
2021-07-08
666
油价直线跳水,阿联酋计划单方面狂卖石油
dkpoh
2021-07-08
666
美国前任总统特朗普起诉脸书、谷歌、推特
dkpoh
2021-07-08
666
周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?
dkpoh
2021-07-08
666
Sorry, the original content has been removed
dkpoh
2021-06-29
666???
达里奥最新演讲:股市眼下并不一定处于泡沫中
dkpoh
2021-06-29
666
Sorry, the original content has been removed
dkpoh
2021-06-29
666
【异动】造车新势力彻底爆发,蔚来汽车涨9%
dkpoh
2021-06-23
666
盘前:三大期指集体上涨,区块链概念反弹
dkpoh
2021-06-23
666
特斯拉Q2交付量预期再创新高,买点到了吗?
dkpoh
2021-06-22
666
昨夜今晨:道指暴力反弹!中东传大消息
dkpoh
2021-06-22
666
原油关键价差创7年新高,上一次油价涨到100美元
dkpoh
2021-06-18
666 ?
鹰派信号!美联储逐步变脸,楼市股市咋整?
Go to Tiger App to see more news
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The Tesla and SpaceX CEO did not provide more details of the incident.</p><p><b>Why It Matters:</b> Munger has criticized cryptocurrency before. He had in February last year said he hates the <b>Bitcoin</b> success.</p><p>“I don't welcome a currency that's so useful to kidnappers and extortionists and so forth,” he had said at the time.</p><p>Surprisingly, Buffett-controlled Berkshire had in the fourth quarter of 2021 initiated a position in the BTC-friendly Brazilian bank <b>Nu Holdings Ltd</b> while dumping shares of <b>Visa Inc</b> and <b>Mastercard Incorporated</b>.</p><p>The company led by the Oracle of Omaha bought $1 billion worth of Nubank shares in the fourth quarter of 2021 and sold $1.8 billion and $1.3 billion worth of Visa and Mastercard stock.</p><p>Musk had last year disclosed a $1.5 billion investment in Bitcoin and began accepting the cryptocurrency as payment for its vehicles before halting the initiative in May.</p><p><b>Price Action:</b> Tesla shares closed 0.1% higher at $923.39 a share on Wednesday.</p></body></html>","source":"lsy1606299360108","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>Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'</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\">\nElon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 11:36 GMT+8 <a href=https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114920857","content_text":"Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s electric vehicle venture would fail.What Happened: Musk replied to a social media post that pointed out Munger's latest harsh views towards cryptocurrency at a media event.The 98-year old value investor and Warren Buffett’s right-hand man had on Wednesday said he is proud to have not invested in cryptocurrency, adding that it should be “banned” and likened it to a “venereal disease.”Musk compared Munger’s latest comments with a 2009 incident when the legendary investor “told the whole table” at a lunch meeting on “all the ways Tesla would fail.”The world’s richest man said Munger’s comments left him sad but he agreed with the veteron investor at the time. “We would probably die, but it was worth trying anyway,” Musk purportedly told the Berkshire vice chair. The Tesla and SpaceX CEO did not provide more details of the incident.Why It Matters: Munger has criticized cryptocurrency before. He had in February last year said he hates the Bitcoin success.“I don't welcome a currency that's so useful to kidnappers and extortionists and so forth,” he had said at the time.Surprisingly, Buffett-controlled Berkshire had in the fourth quarter of 2021 initiated a position in the BTC-friendly Brazilian bank Nu Holdings Ltd while dumping shares of Visa Inc and Mastercard Incorporated.The company led by the Oracle of Omaha bought $1 billion worth of Nubank shares in the fourth quarter of 2021 and sold $1.8 billion and $1.3 billion worth of Visa and Mastercard stock.Musk had last year disclosed a $1.5 billion investment in Bitcoin and began accepting the cryptocurrency as payment for its vehicles before halting the initiative in May.Price Action: Tesla shares closed 0.1% higher at $923.39 a share on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095315255,"gmtCreate":1644822888964,"gmtModify":1676533965251,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095315255","repostId":"1179055183","repostType":4,"repost":{"id":"1179055183","kind":"news","pubTimestamp":1644821452,"share":"https://ttm.financial/m/news/1179055183?lang=&edition=fundamental","pubTime":"2022-02-14 14:50","market":"us","language":"en","title":"Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1179055183","media":"Bloomberg","summary":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Propertie","content":"<html><head></head><body><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/APO\">Apollo Global Management Inc.</a> signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.</p><p>As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.</p><p>The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.</p><p>Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.</p><p>Apollo deal is structured as:</p><ul><li><p>$500 million: investment into a land joint venture</p></li><li><p>$500 million: perpetual subordinated notes issued by Aldar Investment Properties</p></li><li><p>$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties</p></li><li><p>$100 million: common equity investment in Aldar Investment Properties</p></li></ul><p>Aldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal</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\">\nApollo Deepens Abu Dhabi Investment With $1.4 Billion Aldar Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 14:50 GMT+8 <a href=https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part...</p>\n\n<a href=\"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APO":"阿波罗全球管理"},"source_url":"https://finance.yahoo.com/news/apollo-deepens-abu-dhabi-investment-061505100.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179055183","content_text":"(Bloomberg) -- Apollo Global Management Inc. signed a deal to invest $1.4 billion in Aldar Properties PJSC as the private equity giant deepens its investments in Abu Dhabi’s real estate market.As part of the transaction, Apollo will take a direct minority stake in Aldar Investment Properties, one of the largest foreign direct investments in Abu Dhabi’s private sector, according to a statement. The deal is expected to close in the first quarter.The investment follows a consortium led by Apollo agreeing to inject billions of dollars into the real estate assets of Abu Dhabi’s oil company. The private equity firm also has a strategic partnership with Mubadala Investment Co., one of Abu Dhabi’s sovereign wealth funds.Aldar, which primarily operates in Abu Dhabi, has been chasing growth in a cramped market. At home, the developer is growing its management business, and beyond the United Arab Emirates it has gained a foothold in Egypt through the acquisition of a majority stake in Sodic.Apollo deal is structured as:$500 million: investment into a land joint venture$500 million: perpetual subordinated notes issued by Aldar Investment Properties$300 million: mandatory convertible preferred equity investment in Aldar Investment Properties$100 million: common equity investment in Aldar Investment PropertiesAldar said last week it plans to spend 5 billion dirhams ($1.36 billion) on acquisitions this year to grow its portfolio of revenue-generating properties. The company reported a 21% increase in full-year profit, supported by “strong performance” across group businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092615415,"gmtCreate":1644618991217,"gmtModify":1676533946019,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092615415","repostId":"1108682296","repostType":2,"repost":{"id":"1108682296","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639746579,"share":"https://ttm.financial/m/news/1108682296?lang=&edition=fundamental","pubTime":"2021-12-17 21:09","market":"us","language":"en","title":"Statement Regarding Foreign Media Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1108682296","media":"Tiger Newspress","summary":"Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:","content":"<p>Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:</p><p>1. Since inception, the firm has always been committed to providing a first-class investment experience for global investors. The firm’s business model is comparable to other brokers in Singapore and Hong Kong and the firm is not conducting any financial services business that is outside standard industry practice. The firm rigidly adheres to all regulatory requirements in the jurisdictions we operate in.</p><p>2. Presently the firm possesses 46 licenses in 36 categories across a wide range of global jurisdictions including Singapore, Hong Kong S.A.R., The U.S., and Australia, among others. The firm continues to execute on its internationalization strategy and in the third quarter of 2021, more than 90% of newly funded accounts were derived from markets outside of mainland China. The firm remains focused on investing in research and development to enable more international investors to enjoy secure, comprehensive and convenient access to global capital markets.</p><p>3. Compliance with laws and regulations is core to the firm’s operations. Should new regulations be introduced in the future, the firm will strictly comply with relevant guidelines and enact new compliance protocols. Furthermore, in the case that relevant authorities promulgate new regulations that have a material effect on our business, the firm will make appropriate disclosures to investors without delay.</p><p>4. Finally, the firm notes that in recent months certain institutions have been disseminating misleading information in order to profiteer from short selling. The firm rejects such malicious short selling activities. We will stay in communication with relevant regulatory authorities and reserve our right to hold those disseminating false information accountable in accordance with the law.</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>Statement Regarding Foreign Media Reports</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\">\nStatement Regarding Foreign Media Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-17 21:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:</p><p>1. Since inception, the firm has always been committed to providing a first-class investment experience for global investors. The firm’s business model is comparable to other brokers in Singapore and Hong Kong and the firm is not conducting any financial services business that is outside standard industry practice. The firm rigidly adheres to all regulatory requirements in the jurisdictions we operate in.</p><p>2. Presently the firm possesses 46 licenses in 36 categories across a wide range of global jurisdictions including Singapore, Hong Kong S.A.R., The U.S., and Australia, among others. The firm continues to execute on its internationalization strategy and in the third quarter of 2021, more than 90% of newly funded accounts were derived from markets outside of mainland China. The firm remains focused on investing in research and development to enable more international investors to enjoy secure, comprehensive and convenient access to global capital markets.</p><p>3. Compliance with laws and regulations is core to the firm’s operations. Should new regulations be introduced in the future, the firm will strictly comply with relevant guidelines and enact new compliance protocols. Furthermore, in the case that relevant authorities promulgate new regulations that have a material effect on our business, the firm will make appropriate disclosures to investors without delay.</p><p>4. Finally, the firm notes that in recent months certain institutions have been disseminating misleading information in order to profiteer from short selling. The firm rejects such malicious short selling activities. We will stay in communication with relevant regulatory authorities and reserve our right to hold those disseminating false information accountable in accordance with the law.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108682296","content_text":"Tiger Brokers is aware of the media reports made today regarding potential regulatory policies related to online brokers and would advise relevant stakeholders to take note of the following:1. Since inception, the firm has always been committed to providing a first-class investment experience for global investors. The firm’s business model is comparable to other brokers in Singapore and Hong Kong and the firm is not conducting any financial services business that is outside standard industry practice. The firm rigidly adheres to all regulatory requirements in the jurisdictions we operate in.2. Presently the firm possesses 46 licenses in 36 categories across a wide range of global jurisdictions including Singapore, Hong Kong S.A.R., The U.S., and Australia, among others. The firm continues to execute on its internationalization strategy and in the third quarter of 2021, more than 90% of newly funded accounts were derived from markets outside of mainland China. The firm remains focused on investing in research and development to enable more international investors to enjoy secure, comprehensive and convenient access to global capital markets.3. Compliance with laws and regulations is core to the firm’s operations. Should new regulations be introduced in the future, the firm will strictly comply with relevant guidelines and enact new compliance protocols. Furthermore, in the case that relevant authorities promulgate new regulations that have a material effect on our business, the firm will make appropriate disclosures to investors without delay.4. Finally, the firm notes that in recent months certain institutions have been disseminating misleading information in order to profiteer from short selling. The firm rejects such malicious short selling activities. We will stay in communication with relevant regulatory authorities and reserve our right to hold those disseminating false information accountable in accordance with the law.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023679,"gmtCreate":1644271949565,"gmtModify":1676533905639,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023679","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rose in Morning Trading</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\">\nEV Stocks Rose in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096023919,"gmtCreate":1644271912415,"gmtModify":1676533905636,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023919","repostId":"1158578585","repostType":4,"repost":{"id":"1158578585","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245453,"share":"https://ttm.financial/m/news/1158578585?lang=&edition=fundamental","pubTime":"2022-02-07 22:50","market":"us","language":"en","title":"Cruise Line Stocks Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1158578585","media":"Tiger Newspress","summary":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbe","content":"<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise Line Stocks Gained in Morning Trading</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\">\nCruise Line Stocks Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-07 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.<img src=\"https://static.tigerbbs.com/44881c276fd2c2bc31a45f76da7b1f22\" tg-width=\"382\" tg-height=\"163\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158578585","content_text":"Cruise Line stocks gained in morning trading. Royal Caribbean, Carnival, and Norwegian Cruise climbed between 3% to 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002455828,"gmtCreate":1642080437285,"gmtModify":1676533678626,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002455828","repostId":"2203761861","repostType":2,"repost":{"id":"2203761861","kind":"news","pubTimestamp":1642072317,"share":"https://ttm.financial/m/news/2203761861?lang=&edition=fundamental","pubTime":"2022-01-13 19:11","market":"us","language":"zh","title":"蔚来、小鹏、理想买哪只都不会错","url":"https://stock-news.laohu8.com/highlight/detail?id=2203761861","media":"东方财富","summary":"麦格理分析师Erica Chen开始把三家在美上市的中国电动汽车制造商蔚来汽车、小鹏和理想纳入跟踪分析公司的范围内,称投资者应该买入这三家公司的股票。蔚来、小鹏和理想股价分别上涨5.53%、5.73%和3.15%。蔚来汽车股票的平均目标价约为59美元,略低于两倍的近期价格。Erica Chen对理想的目标价为每股151港元,这意味着美国或香港投资者可能将获得约28%的涨幅。不过根据分析师的目标价和评级,投资这三只股票中的任何一只都不会出错。","content":"<html><body><article><p>麦格理(<a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a>)分析师Erica Chen开始把三家在美上市的中国电动汽车制造商<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车(NIO)、小鹏(XPEV)和理想(LI)纳入跟踪分析公司的范围内,称投资者应该买入这三家公司的股票。</p><p>投资者似乎听了分析师的建议。1月12日,这三家公司的股票都涨了,不过其他电动汽车公司的股票也有所上涨。蔚来、小鹏和理想股价分别上涨5.53%、5.73%和3.15%。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)和Rivian(RIVN)的股价分别上涨3.93%和3.51%。</p><p>对于大多数股票来说,1月12日都是一个积极的日子。<span>标准普尔500指数</span>和<span>道琼斯工业平均指数</span>分别上涨了0.28% 和0.11% 。</p><p>Erica Chen对蔚来股票的评级为跑赢大盘,此评级相当于买入,目标价为37.70美元,远高于蔚来1月12日31.68美元的收盘价。她预计蔚来的销售额在未来几年内将增长大约50% 。</p><p>与2020年相比,中国电动汽车(包括插电式混合动力汽车)2021年销量增长约为180%。蔚来的销量同比增长约109%,销售任务完成率也较高,并且该公司几乎所有的汽车销售都面向中国市场,不过也有一小部分在欧洲销售。</p><p>Erica Chen的目标价意味着蔚来股价较近期水平还可以上涨约20% ,但这是华尔街较为保守的目标之一。追踪该公司的分析师中,约有84%的人给与了该公司股票买入评级,而标准普尔500指数成份股的平均买入评级比率约为55% 。蔚来汽车股票的平均目标价约为59美元,略低于两倍的近期价格。</p><p>Erica Chen还给与了小鹏股票跑赢大盘评级。</p><p>Erica Chen对小鹏和理想给出的目标价是针对两家公司在香港上市的股票,小鹏的目标价是221港元,按此计算,这意味着美国和香港投资者的股价都将上涨约20%。</p><p>Erica Chen的目标价比她的华尔街同行所预测的要保守一些。小鹏在美上市股票的平均目标价约为每股64美元,比近期水平高约38%。</p><p>小鹏和蔚来一样受欢迎,追踪该公司的分析师中有85%将其评级定为买入。</p><p>Erica Chen对理想的目标价为每股151港元,这意味着美国或香港投资者可能将获得约28%的涨幅。理想美股的平均目标价约为46.50美元,比近期水平高50%。</p><p>理想是三只股票中最受分析师欢迎的一家,加上Erica Chen新的“买入”评级,目前约91%的分析师对理想股票的评级为“买入”。</p><p>不过根据分析师的目标价和评级,投资这三只股票中的任何一只都不会出错。</p><p>(文章来源:巴伦周刊)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来、小鹏、理想买哪只都不会错</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{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来、小鹏、理想买哪只都不会错\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 19:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131913057a22b366&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>麦格理(Macquarie)分析师Erica Chen开始把三家在美上市的中国电动汽车制造商蔚来汽车(NIO)、小鹏(XPEV)和理想(LI)纳入跟踪分析公司的范围内,称投资者应该买入这三家公司的股票。投资者似乎听了分析师的建议。1月12日,这三家公司的股票都涨了,不过其他电动汽车公司的股票也有所上涨。蔚来、小鹏和理想股价分别上涨5.53%、5.73%和3.15%。特斯拉(TSLA)和Rivian...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131913057a22b366&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"BK1539":"汽车股","BK4509":"腾讯概念","BK1588":"回港中概股","BK1119":"汽车制造商","BK4526":"热门中概股","BK1587":"次新股","XPEV":"小鹏汽车","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","02015":"理想汽车-W","09868":"小鹏汽车-W","LI":"理想汽车","BK1575":"同股不同权","BK4532":"文艺复兴科技持仓","NIO":"蔚来","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131913057a22b366&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2203761861","content_text":"麦格理(Macquarie)分析师Erica Chen开始把三家在美上市的中国电动汽车制造商蔚来汽车(NIO)、小鹏(XPEV)和理想(LI)纳入跟踪分析公司的范围内,称投资者应该买入这三家公司的股票。投资者似乎听了分析师的建议。1月12日,这三家公司的股票都涨了,不过其他电动汽车公司的股票也有所上涨。蔚来、小鹏和理想股价分别上涨5.53%、5.73%和3.15%。特斯拉(TSLA)和Rivian(RIVN)的股价分别上涨3.93%和3.51%。对于大多数股票来说,1月12日都是一个积极的日子。标准普尔500指数和道琼斯工业平均指数分别上涨了0.28% 和0.11% 。Erica Chen对蔚来股票的评级为跑赢大盘,此评级相当于买入,目标价为37.70美元,远高于蔚来1月12日31.68美元的收盘价。她预计蔚来的销售额在未来几年内将增长大约50% 。与2020年相比,中国电动汽车(包括插电式混合动力汽车)2021年销量增长约为180%。蔚来的销量同比增长约109%,销售任务完成率也较高,并且该公司几乎所有的汽车销售都面向中国市场,不过也有一小部分在欧洲销售。Erica Chen的目标价意味着蔚来股价较近期水平还可以上涨约20% ,但这是华尔街较为保守的目标之一。追踪该公司的分析师中,约有84%的人给与了该公司股票买入评级,而标准普尔500指数成份股的平均买入评级比率约为55% 。蔚来汽车股票的平均目标价约为59美元,略低于两倍的近期价格。Erica Chen还给与了小鹏股票跑赢大盘评级。Erica Chen对小鹏和理想给出的目标价是针对两家公司在香港上市的股票,小鹏的目标价是221港元,按此计算,这意味着美国和香港投资者的股价都将上涨约20%。Erica Chen的目标价比她的华尔街同行所预测的要保守一些。小鹏在美上市股票的平均目标价约为每股64美元,比近期水平高约38%。小鹏和蔚来一样受欢迎,追踪该公司的分析师中有85%将其评级定为买入。Erica Chen对理想的目标价为每股151港元,这意味着美国或香港投资者可能将获得约28%的涨幅。理想美股的平均目标价约为46.50美元,比近期水平高50%。理想是三只股票中最受分析师欢迎的一家,加上Erica Chen新的“买入”评级,目前约91%的分析师对理想股票的评级为“买入”。不过根据分析师的目标价和评级,投资这三只股票中的任何一只都不会出错。(文章来源:巴伦周刊)","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001784039,"gmtCreate":1641333091457,"gmtModify":1676533597638,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001784039","repostId":"1130666801","repostType":4,"repost":{"id":"1130666801","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641311316,"share":"https://ttm.financial/m/news/1130666801?lang=&edition=fundamental","pubTime":"2022-01-04 23:48","market":"us","language":"zh","title":"热门中概股跌幅继续扩大,拼多多大跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130666801","media":"老虎资讯综合","summary":"1月4日,热门中概股跌幅继续扩大,拼多多、万国数据、爱奇艺均大跌超10%,哔哩哔哩、雾芯科技跌超9%,贝壳跌超8%,理想汽车跌超7%、蔚来、小鹏汽车跌超5%","content":"<html><head></head><body><p>1月4日,热门中概股跌幅继续扩大,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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热门中概股跌幅继续扩大,拼多多大跌超10%\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\">2022-01-04 23:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日,热门中概股跌幅继续扩大,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>均大跌超10%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、雾芯科技跌超9%,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超8%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超7%、蔚来、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4531":"中概回港概念","PDD":"拼多多","BK4526":"热门中概股","BK4504":"桥水持仓","BK4558":"双十一","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4503":"景林资产持仓","BK4509":"腾讯概念","BK4122":"互联网与直销零售","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日,热门中概股跌幅继续扩大,拼多多、万国数据、爱奇艺均大跌超10%,哔哩哔哩、雾芯科技跌超9%,贝壳跌超8%,理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176500261,"gmtCreate":1626904189553,"gmtModify":1703480124250,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176500261","repostId":"2153864685","repostType":4,"repost":{"id":"2153864685","kind":"highlight","pubTimestamp":1626881958,"share":"https://ttm.financial/m/news/2153864685?lang=&edition=fundamental","pubTime":"2021-07-21 23:39","market":"hk","language":"zh","title":"拜腾的破产,给新能源车赛道再次泼了盆冷水","url":"https://stock-news.laohu8.com/highlight/detail?id=2153864685","media":"格隆汇","summary":"到底错在哪里?","content":"<p>要说新能源车第一批的头部玩家,除了“三剑客”小鹏理想<a href=\"https://laohu8.com/S/NIO\">蔚来</a>之外,拜腾一定算一个。</p>\n<p>因为自创立起,拜腾就包揽了各种顶流光环,宝马的创始人、<a href=\"https://laohu8.com/S/DLX\">豪华</a>的技术团队、趋之若鹜的资本……</p>\n<p><b>它曾被公认为是传统车企的叛逆者,最有希望挑战<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的独角兽。</b></p>\n<p>然而折腾了几年,却迟迟未能量产,逐渐销声匿迹。直到最近,拜腾再次成为话题的中心,而这次伴随它的却已变成了接连“被破产”的新闻。</p>\n<p><img src=\"https://static.tigerbbs.com/83b7b576a16032d6315fe95a961db2cd\" tg-width=\"686\" tg-height=\"485\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>相比如今小鹏理想蔚来都已实现量产,并顺利登陆资本市场,成为国内最有希望挑战特斯拉的新势力,拜腾却在死亡边缘的挣扎显得越发可笑。</p>\n<p>明显没了胜算的拜腾,到底还在折腾什么?</p>\n<h3>1</h3>\n<h3><b>创立——光环满身</b></h3>\n<p>一副“万事俱备,只差东风”的牌,让拜腾打得稀烂。</p>\n<p>若说拜腾的创立,其实毕福康和戴雷都不是主角,真正幕后的大佬是一位神秘商人冯长革。</p>\n<p>冯长革1970年生于河南,2002年下海经商,先后涉足房地产、豪车经销等众多行业。2005年经销宝马汽车才与汽车结缘。2013年旗下<a href=\"https://laohu8.com/S/03836\">和谐汽车</a>已在香港上市,如今市值58亿港币。</p>\n<p>2014年3月,因公司与特斯拉有业务合作,所以冯长革有机会与马斯克会面。与马接触后,他开始产生做<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车的想法,随后找到富士康郭台铭、<a href=\"https://laohu8.com/S/00700\">腾讯</a>马化腾一起创造了和谐<a href=\"https://laohu8.com/S/0HAH.UK\">富腾</a>合伙企业。而作为拜腾创始人的宝马副总裁毕福康和东风英菲尼迪总经理的戴雷都是被他们说服面试而来。</p>\n<p><img src=\"https://img3.gelonghui.com/8c4cb-b095360a-2822-4a29-86b9-1101d0bdc069.png\" tg-width=\"533\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>不过2016年,和谐富腾内部爆发分歧,富士康、腾讯并未成功注资,项目也分崩离析。反而是因邀请面试而被说服的戴雷、毕福康对此仍有着极大兴趣,最后自掏腰包注资了FMC,开始转为创始人联合创业。</p>\n<p>而这似乎也奠定了拜腾创生之路上渣男频现的主基调。</p>\n<p><b>2017年9月,带着顶流光环的拜腾BYTON正式出道。</b>CEO毕福康是宝马“i8之父”,总裁戴雷曾担任英菲尼迪中国总经理,设计副总裁叶禀焕曾在宝马担任设计副总裁。工作人员是一众来自<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、宝马、福特等公司的人才。</p>\n<p><img src=\"https://static.tigerbbs.com/3ab97d8fd71e8c3c8ac843c4bae66a6c\" tg-width=\"702\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>全球汽车界驰骋多年的团队叠加中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车的风口,瞬间得到了市场和众多资本的关注,直接晋级新能源电动车企的第一梯队。</b></p>\n<p>不过命途多舛。拜腾刚开始造车就赶上了2017年中国对造车资质的收紧,没有时间等待审批的拜腾选择了与一汽合作。不仅在B轮融资中,接受了一汽投资的2.6亿美元使其成为大股东,更在随后接受了华利汽车100%股权获得乘用车生产资质。</p>\n<p>但作为交换条件,拜腾也承担了一汽华利8亿元的债务,以及5462万元的员工薪酬。这也为其后拜腾的债务危机埋下伏笔。</p>\n<p>创立以来,拜腾汽车先后进行了6轮融资。仅前四轮融资,资金规模已达84亿元人民币,融资中除了一汽,还包括南京国资委、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等大佬。</p>\n<p>在造车新势力中,虽然与蔚来、威马、小鹏等车企的融资额仍有较大差距,可与其他新势力车企相比,也不算少的了。</p>\n<h3>2</h3>\n<h3><b>倒下——虱子满堆</b></h3>\n<p>融资解决后,拜腾渡过了一小段顺利时光。</p>\n<p>2018年1月,美国拉斯维加斯国际消费电子展(CES)上,拜腾发布了首款概念车“BYTON Concept”,定位为豪华中型SUV,这款车一经亮相便受到业内广泛关注。</p>\n<p>2018年4月,拜腾的南京工厂试炼车间已正式启用,试制样车也下线。</p>\n<p>2018年6月,“拜腾之夜” 拜腾旗下第二款产品:K-Byte Concept概念车全球首秀,以创新设计风潮、酷炫人机交互和国际先进的电动车平台开发,再次引发了极高的关注和讨论。</p>\n<p><b>同时,管理层亦公开表示,拜腾首款量产车型的预生产也将在2019年上半年实现。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4af5aeeb92ab5c306798a461f558b5c\" tg-width=\"802\" tg-height=\"518\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>资质、生产线、技术、资金……表面上看,拜腾样样不差,就等量产了。</p>\n<p>然而,等来等去,等来的是拜腾分崩离析的噩耗。</p>\n<p>2019年4月,拜腾主帅毕福康竟然出现在了艾康尼克(ICONIQ)展台,并宣布出任其CEO。拜腾的负责人变成了联合创始人戴雷。</p>\n<p>这一出走直接带走了很多追随毕福康加入团队的重量级人物,如汽车数字技术副总裁陈泰宇,他走后最关键的中央网关工作几乎完全停滞。</p>\n<p>此外,戴雷上位后,由于更信任外国人,不同国家话语权明显不公,在内部沟通上,各部门和上下级之间更是矛盾重重,甚至电子电器团队和动力系统团队很少交流,这在造车领域闻所未闻。</p>\n<p>2019年下半年,预期的量产不仅没有到来,公司也愈发混乱。两个灵魂人物的矛盾也带着公司走向深渊。</p>\n<p><img src=\"https://img3.gelonghui.com/0234e-c287e7e1-7dfc-4c55-9ca6-696b04fba6d3.png\" tg-width=\"768\" tg-height=\"535\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>传统车企的叛逆者出逃,投资人自然对拜腾没了兴趣,加上2019年资本对新能源车的热情下降,拜腾的进展也举步维艰,说好的量产从年初拖到年尾都未能实行。</p>\n<p>C轮融资迟迟不能到位,资金链的断裂不仅导致车型上市时间推迟,公司经营也难以为继,几乎彻底崩盘。</p>\n<p>2020年4月份,拜腾美国分公司有50%的员工被“安排休假”;5月底,公司账面资金只剩下100多万美元,戴雷承认拖欠员工工资9000万;2020年6月30日,拜腾汽车宣布停工停产;7月,拜腾被央视点名“烧光84亿造不出量产车”……</p>\n<p>不仅如此,拜腾还背负着巨额债务,对一汽夏利的4.7亿元剩余欠款,工厂建设工程款和设备尾款。</p>\n<p><b>那一年,新能源车企的境况呈现完全相反的两个极端。小鹏理想蔚来已成功出圈,成为众人追捧的新能源之神;而很多PPT造车被示众,淘汰的淘汰,合并的合并,破产的破产。</b></p>\n<p><b>不过,拜腾仍寄托了市场的希望,和蚂蚁、快手等巨头一起被评为胡润年度全球独角兽。</b></p>\n<p>果不其然,拜腾虽死未僵。2021年1月,拜腾宣布,与<a href=\"https://laohu8.com/S/HHPD.UK\">鸿海集团</a>所成立的 MIH 电动车联盟、南京经济技术开发区共同签署战略合作框架协定,由富士康科技、鸿华先进派驻团队进驻Byton的南京工厂,协助Byton实现量产电动新车的目标。</p>\n<p>但此次合作后来似乎也没有进一步的消息。</p>\n<p>结合6、7月公司接连被宣布破产的消息可知,一汽的介入再次让拯救者富士康无用武之地,已有退出的打算,一汽已接管了公司的管理控制权。</p>\n<p>传统车企的叛逆者,再次卡在了悬崖边。</p>\n<p>当年创立拜腾的两位传统车企大佬毕福康和戴雷,却一个成了FF的首席执行官,另一个加盟了<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>担任常务副总裁,留下了拜腾垂死挣扎。</p>\n<h3>3</h3>\n<h3><b>究竟错哪了?</b></h3>\n<p>其实,纵观拜腾的基本盘还是很可以的。</p>\n<p>拜腾的品牌认知度高,有接近完成的量产车、造型设计一流的50英寸大横屏以及政府国企的合作背景,更重要的是全新的南京工厂和生产资质是货真价实的资产。</p>\n<p>那么拜腾到底错哪了?</p>\n<p><b>其实,拜腾没能实现量产的结局,是因为在他每一步发展中,都遇人不淑。</b></p>\n<p>首先最明显是钱不够的问题,也就是创始人的锅。造车都是浪费钱的,蔚来曾经说没有200亿造不出来车,最新入局者恒大造车不到一年也扔进去了400亿。但是拜腾的现金流吃紧,并不是造车浪费的,而是管理分配问题。</p>\n<p>拜腾的团队全部是从传统车企而来,创始人毕福康风格也惯于奢侈浪费,在花钱上分配很有问题。最有名的莫过于拜腾的300人吃掉了5000万元的零食,一盒名片费用高达千元,这还只是小钱;选择的供应商、合作也要顶流,对标特斯拉,更耗资巨大的是在产线设备、开发投入,拜腾总裁戴雷曾高傲地宣称:“拜腾与其它的互联网造车企业不同,不会选择代工,我们要自建工厂造车。”于是光收购资质,就莫名多出了8.5亿元的债务;在南京的全球生产基地占地1200亩,总投资逾110亿元。</p>\n<p>钱都花在这些表面功夫上,造车的技术关迟迟没有突破。而资金就是造车最为关键的事情,只看到厂房没看到样车和技术的进度,下一步融资自然没有着落。试问一个带着传统车企思维的创始人,如何跳出桎梏,踏实的从头创业呢?</p>\n<p><img src=\"https://static.tigerbbs.com/847ed221423ff3fafb632408d1723b3f\" tg-width=\"562\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>其次是技术问题。虽然拜腾对外公布的超大屏、技术一直遥遥领先其他,但实际上,都是纸面上的空谈。技术落不了地,再<a href=\"https://laohu8.com/S/BJZ.SI\">高大</a>上也没用。看看蔚来的成功可以感受到,虽然第一款车确实不足很多,但是车做出来了,改进和升级也就快了。再看拜腾,自始至终都没有看到成果,甚至研发人员自己都表示,有些底层技术基础是缺失的,造车造到最后根本没有车。</p>\n<p><img src=\"https://static.tigerbbs.com/3ecaf10b00d9dfd69e0a789eec6a90c3\" tg-width=\"511\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>如果说缺钱缺技术是新能源车的通病,那么今年股东之间的纷争就是压死拜腾的最后一根稻草了。</b></p>\n<p>2020年1月的CES期间,拜腾就已经和富士康建立联系,希望合作。直到2020年四季度,富士康才下定决心派人到南京尽调,在这期间富士康不仅先后与吉利、Fisker等国内外车企合作,更有消息曝出,将自己造车,说明很靠得住。</p>\n<p>从效果来看,富士康也确实是带着技术和诚意的,合作接受手,不管是对管理还是生产线和技术都进行了梳理和调整。</p>\n<p>不过一山不容二虎,如今作为大股东的一汽却突然出手,接回了控制权,已摆明了容不下富士康的。国企在管理上的桎梏在这其中表现的淋漓尽致,首先绝不可能对富士康放权,其次也不可能让自己完全排除在救活拜腾之外,因此宁可自损一千,也要伤敌八百。</p>\n<p>此前毕福康在出走拜腾后,也曾对美媒说,接受一汽的投资时没想那么多,之后才发现干预过多产生的问题。不管孰对孰错,拜腾的整个命运中,大股东必然难辞其咎。</p>\n<p>如今拜腾在被救活的前一刻,再次倒塌,也足以说明了一些问题。</p>\n<p><img src=\"https://static.tigerbbs.com/162153c1b8664ca0f3b716d51a69d4f7\" tg-width=\"493\" tg-height=\"317\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>对于<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>来说,投的不是公司而是人<b>。如今拜腾资质不差资本却不愿投入,不仅是因为量产和债务问题,更难的是企业没有灵魂人物的带领</b>,就好比投特斯拉投的是马斯克,理想投的是李想一样,甚至是法拉第未来投的也是贾跃亭,看看拜腾,靠什么赢得资本呢?</p>\n<p>很多人说,M-Byte的量产就差“临门一脚”,但真的是这样吗?</p>\n<p>必然不是。如果只是资金问题,相信烧了这么多真金白银的资本不会见死不救。</p>\n<h3>4</h3>\n<h3><b>历史再次重演</b></h3>\n<p>造车新势力纸上谈兵,雷声大雨点小,最后一地鸡毛的故事,对于汽车圈内的人士而言早已司空见惯。新能源车行业充满了泡沫,也是众所周知。</p>\n<p>然而历史永远是在轮回中不断的重复,一切都是那么熟悉。</p>\n<p>2013年新能源车赛道大热,资本蜂拥而至,然而2018政府补贴退坡,引发了行业大面积暴雷出清,死伤无数;2020年的新能源车企再次大爆发,特斯拉和三剑客突出重围,量产暴涨带起了新能源狂欢,然而更有大多数车企倒在了黎明前;2021年初补贴继续退坡,盲目投资、违规建设等被严格监管,加速优胜劣汰,又淘汰和破产了一大波企业。</p>\n<p>然而行业起起伏伏,每次泡沫挤压过后,都会有新一批玩家蜂拥而至,仿佛失败从未出现过。</p>\n<p><img src=\"https://static.tigerbbs.com/a73233407000a8c88b8ce4cac7c458c8\" tg-width=\"489\" tg-height=\"324\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>最近,新能源再次火热,整个产业链也再次受到了投资者关注。不仅新能源汽车销量持续超预期,动力电池作为新能源车“皇冠上的明珠”利好也不断落地,新能源汽车产销量双双超过120万辆,同比增长200%。</p>\n<p><img src=\"https://static.tigerbbs.com/9096f8ae928e38d8128bb621423185e8\" tg-width=\"1001\" tg-height=\"716\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>于是资本也再度狂热追逐新能源汽车的热点,互联网科技巨头们纷纷下场造车,加上“碳中和”持续推进,新能源汽车讲故事的空间很大,而且还要继续讲。</b></p>\n<p>风风火火之下,拜腾的破产像是一盆冷水,让人们想起了曾经破产的泡沫。不过一个新兴行业的发展,就是如此,众多玩家闻风而动,相继入局,起起落落,资本本着宁杀错不放过的心情,前赴后继。</p>\n<p>其实,不管是新入局的科技巨头们,还是已经成功量产的造车新势力,目前都未必安全。现在倒闭的是不能实现量产的一批,那下一阶段呢?技术成熟后,必将全面普及,当所有车企都能量产后,下一个出清的标准是什么呢?不管是什么,所有还在赛道的玩家被淘汰的危机都很大。</p>\n<p><b>面对周期,面对泡沫,不是说所有死在黎明前的车企们都没有在认真造车,只能说一个行业值得敬畏,而被挤出的泡沫们,是市场在追逐利益中推动行业发展的必需品。</b></p>\n<p>就如拜腾一样,就算再站起来,也晚了。曾经引以为豪的中控屏、智能化已不具备特殊性,量产又被远远落下,只能说,一步错步步输。挣扎已毫无意义,被救活也占不到任何便宜。</p>\n<h3>5</h3>\n<h3><b>尾声</b></h3>\n<p>2021年7月18日,拜腾在面对采访媒体时说:“力争在2022年第一季度实现首款SUV车型M-Byte量产。”</p>\n<p>这个答案你信吗?</p>\n<p>反正我不信。</p>\n<p>毕竟在它的债权人选择申请破产时、在它的员工选择离职、高管选择出走时,在他的合作伙伴选择退出时,一切的结局就注定了。</p>\n<p>创立一家企业,从无到有,从小到大,某程度上可以说荆棘满地、九死一生。过去相当长的一段时间,投资界、创业界喜欢讲风口,但事实是,即使抓对了风口,也不见得一定能成事,翻车的案例,绝对比成功的案例多得多。</p>\n<p>原因很简单,在一个的疯狂且众人还未看明白的赛道里,坑蒙拐骗、趁机割韭菜的人,比静下心来踏实做事的人,多得多。</p>\n<p>拜腾要倒下了,但回看它的一路,搭上大资本方、引入流量明星经理人、各种概念车型和宣传套路赚足眼球,但就是迟迟不见量产,这一切,有几分说不出的熟悉,好像刻意安排,这不禁让人想起数年前那场轰轰烈烈的PPT造车潮。</p>\n<p>拜腾,不是第一个,也肯定不会是最后一个。</p>","source":"gelonghui_highlight","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\">\n拜腾的破产,给新能源车赛道再次泼了盆冷水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 23:39 北京时间 <a href=http://www.gelonghui.com/p/476854><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要说新能源车第一批的头部玩家,除了“三剑客”小鹏理想蔚来之外,拜腾一定算一个。\n因为自创立起,拜腾就包揽了各种顶流光环,宝马的创始人、豪华的技术团队、趋之若鹜的资本……\n它曾被公认为是传统车企的叛逆者,最有希望挑战特斯拉的独角兽。\n然而折腾了几年,却迟迟未能量产,逐渐销声匿迹。直到最近,拜腾再次成为话题的中心,而这次伴随它的却已变成了接连“被破产”的新闻。\n\n相比如今小鹏理想蔚来都已实现量产,并...</p>\n\n<a href=\"http://www.gelonghui.com/p/476854\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c4af5aeeb92ab5c306798a461f558b5c","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://www.gelonghui.com/p/476854","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2153864685","content_text":"要说新能源车第一批的头部玩家,除了“三剑客”小鹏理想蔚来之外,拜腾一定算一个。\n因为自创立起,拜腾就包揽了各种顶流光环,宝马的创始人、豪华的技术团队、趋之若鹜的资本……\n它曾被公认为是传统车企的叛逆者,最有希望挑战特斯拉的独角兽。\n然而折腾了几年,却迟迟未能量产,逐渐销声匿迹。直到最近,拜腾再次成为话题的中心,而这次伴随它的却已变成了接连“被破产”的新闻。\n\n相比如今小鹏理想蔚来都已实现量产,并顺利登陆资本市场,成为国内最有希望挑战特斯拉的新势力,拜腾却在死亡边缘的挣扎显得越发可笑。\n明显没了胜算的拜腾,到底还在折腾什么?\n1\n创立——光环满身\n一副“万事俱备,只差东风”的牌,让拜腾打得稀烂。\n若说拜腾的创立,其实毕福康和戴雷都不是主角,真正幕后的大佬是一位神秘商人冯长革。\n冯长革1970年生于河南,2002年下海经商,先后涉足房地产、豪车经销等众多行业。2005年经销宝马汽车才与汽车结缘。2013年旗下和谐汽车已在香港上市,如今市值58亿港币。\n2014年3月,因公司与特斯拉有业务合作,所以冯长革有机会与马斯克会面。与马接触后,他开始产生做智能电动车的想法,随后找到富士康郭台铭、腾讯马化腾一起创造了和谐富腾合伙企业。而作为拜腾创始人的宝马副总裁毕福康和东风英菲尼迪总经理的戴雷都是被他们说服面试而来。\n\n不过2016年,和谐富腾内部爆发分歧,富士康、腾讯并未成功注资,项目也分崩离析。反而是因邀请面试而被说服的戴雷、毕福康对此仍有着极大兴趣,最后自掏腰包注资了FMC,开始转为创始人联合创业。\n而这似乎也奠定了拜腾创生之路上渣男频现的主基调。\n2017年9月,带着顶流光环的拜腾BYTON正式出道。CEO毕福康是宝马“i8之父”,总裁戴雷曾担任英菲尼迪中国总经理,设计副总裁叶禀焕曾在宝马担任设计副总裁。工作人员是一众来自苹果、谷歌、宝马、福特等公司的人才。\n\n全球汽车界驰骋多年的团队叠加中国新能源车的风口,瞬间得到了市场和众多资本的关注,直接晋级新能源电动车企的第一梯队。\n不过命途多舛。拜腾刚开始造车就赶上了2017年中国对造车资质的收紧,没有时间等待审批的拜腾选择了与一汽合作。不仅在B轮融资中,接受了一汽投资的2.6亿美元使其成为大股东,更在随后接受了华利汽车100%股权获得乘用车生产资质。\n但作为交换条件,拜腾也承担了一汽华利8亿元的债务,以及5462万元的员工薪酬。这也为其后拜腾的债务危机埋下伏笔。\n创立以来,拜腾汽车先后进行了6轮融资。仅前四轮融资,资金规模已达84亿元人民币,融资中除了一汽,还包括南京国资委、宁德时代等大佬。\n在造车新势力中,虽然与蔚来、威马、小鹏等车企的融资额仍有较大差距,可与其他新势力车企相比,也不算少的了。\n2\n倒下——虱子满堆\n融资解决后,拜腾渡过了一小段顺利时光。\n2018年1月,美国拉斯维加斯国际消费电子展(CES)上,拜腾发布了首款概念车“BYTON Concept”,定位为豪华中型SUV,这款车一经亮相便受到业内广泛关注。\n2018年4月,拜腾的南京工厂试炼车间已正式启用,试制样车也下线。\n2018年6月,“拜腾之夜” 拜腾旗下第二款产品:K-Byte Concept概念车全球首秀,以创新设计风潮、酷炫人机交互和国际先进的电动车平台开发,再次引发了极高的关注和讨论。\n同时,管理层亦公开表示,拜腾首款量产车型的预生产也将在2019年上半年实现。\n\n资质、生产线、技术、资金……表面上看,拜腾样样不差,就等量产了。\n然而,等来等去,等来的是拜腾分崩离析的噩耗。\n2019年4月,拜腾主帅毕福康竟然出现在了艾康尼克(ICONIQ)展台,并宣布出任其CEO。拜腾的负责人变成了联合创始人戴雷。\n这一出走直接带走了很多追随毕福康加入团队的重量级人物,如汽车数字技术副总裁陈泰宇,他走后最关键的中央网关工作几乎完全停滞。\n此外,戴雷上位后,由于更信任外国人,不同国家话语权明显不公,在内部沟通上,各部门和上下级之间更是矛盾重重,甚至电子电器团队和动力系统团队很少交流,这在造车领域闻所未闻。\n2019年下半年,预期的量产不仅没有到来,公司也愈发混乱。两个灵魂人物的矛盾也带着公司走向深渊。\n\n传统车企的叛逆者出逃,投资人自然对拜腾没了兴趣,加上2019年资本对新能源车的热情下降,拜腾的进展也举步维艰,说好的量产从年初拖到年尾都未能实行。\nC轮融资迟迟不能到位,资金链的断裂不仅导致车型上市时间推迟,公司经营也难以为继,几乎彻底崩盘。\n2020年4月份,拜腾美国分公司有50%的员工被“安排休假”;5月底,公司账面资金只剩下100多万美元,戴雷承认拖欠员工工资9000万;2020年6月30日,拜腾汽车宣布停工停产;7月,拜腾被央视点名“烧光84亿造不出量产车”……\n不仅如此,拜腾还背负着巨额债务,对一汽夏利的4.7亿元剩余欠款,工厂建设工程款和设备尾款。\n那一年,新能源车企的境况呈现完全相反的两个极端。小鹏理想蔚来已成功出圈,成为众人追捧的新能源之神;而很多PPT造车被示众,淘汰的淘汰,合并的合并,破产的破产。\n不过,拜腾仍寄托了市场的希望,和蚂蚁、快手等巨头一起被评为胡润年度全球独角兽。\n果不其然,拜腾虽死未僵。2021年1月,拜腾宣布,与鸿海集团所成立的 MIH 电动车联盟、南京经济技术开发区共同签署战略合作框架协定,由富士康科技、鸿华先进派驻团队进驻Byton的南京工厂,协助Byton实现量产电动新车的目标。\n但此次合作后来似乎也没有进一步的消息。\n结合6、7月公司接连被宣布破产的消息可知,一汽的介入再次让拯救者富士康无用武之地,已有退出的打算,一汽已接管了公司的管理控制权。\n传统车企的叛逆者,再次卡在了悬崖边。\n当年创立拜腾的两位传统车企大佬毕福康和戴雷,却一个成了FF的首席执行官,另一个加盟了恒大汽车担任常务副总裁,留下了拜腾垂死挣扎。\n3\n究竟错哪了?\n其实,纵观拜腾的基本盘还是很可以的。\n拜腾的品牌认知度高,有接近完成的量产车、造型设计一流的50英寸大横屏以及政府国企的合作背景,更重要的是全新的南京工厂和生产资质是货真价实的资产。\n那么拜腾到底错哪了?\n其实,拜腾没能实现量产的结局,是因为在他每一步发展中,都遇人不淑。\n首先最明显是钱不够的问题,也就是创始人的锅。造车都是浪费钱的,蔚来曾经说没有200亿造不出来车,最新入局者恒大造车不到一年也扔进去了400亿。但是拜腾的现金流吃紧,并不是造车浪费的,而是管理分配问题。\n拜腾的团队全部是从传统车企而来,创始人毕福康风格也惯于奢侈浪费,在花钱上分配很有问题。最有名的莫过于拜腾的300人吃掉了5000万元的零食,一盒名片费用高达千元,这还只是小钱;选择的供应商、合作也要顶流,对标特斯拉,更耗资巨大的是在产线设备、开发投入,拜腾总裁戴雷曾高傲地宣称:“拜腾与其它的互联网造车企业不同,不会选择代工,我们要自建工厂造车。”于是光收购资质,就莫名多出了8.5亿元的债务;在南京的全球生产基地占地1200亩,总投资逾110亿元。\n钱都花在这些表面功夫上,造车的技术关迟迟没有突破。而资金就是造车最为关键的事情,只看到厂房没看到样车和技术的进度,下一步融资自然没有着落。试问一个带着传统车企思维的创始人,如何跳出桎梏,踏实的从头创业呢?\n\n其次是技术问题。虽然拜腾对外公布的超大屏、技术一直遥遥领先其他,但实际上,都是纸面上的空谈。技术落不了地,再高大上也没用。看看蔚来的成功可以感受到,虽然第一款车确实不足很多,但是车做出来了,改进和升级也就快了。再看拜腾,自始至终都没有看到成果,甚至研发人员自己都表示,有些底层技术基础是缺失的,造车造到最后根本没有车。\n\n如果说缺钱缺技术是新能源车的通病,那么今年股东之间的纷争就是压死拜腾的最后一根稻草了。\n2020年1月的CES期间,拜腾就已经和富士康建立联系,希望合作。直到2020年四季度,富士康才下定决心派人到南京尽调,在这期间富士康不仅先后与吉利、Fisker等国内外车企合作,更有消息曝出,将自己造车,说明很靠得住。\n从效果来看,富士康也确实是带着技术和诚意的,合作接受手,不管是对管理还是生产线和技术都进行了梳理和调整。\n不过一山不容二虎,如今作为大股东的一汽却突然出手,接回了控制权,已摆明了容不下富士康的。国企在管理上的桎梏在这其中表现的淋漓尽致,首先绝不可能对富士康放权,其次也不可能让自己完全排除在救活拜腾之外,因此宁可自损一千,也要伤敌八百。\n此前毕福康在出走拜腾后,也曾对美媒说,接受一汽的投资时没想那么多,之后才发现干预过多产生的问题。不管孰对孰错,拜腾的整个命运中,大股东必然难辞其咎。\n如今拜腾在被救活的前一刻,再次倒塌,也足以说明了一些问题。\n\n对于创业公司来说,投的不是公司而是人。如今拜腾资质不差资本却不愿投入,不仅是因为量产和债务问题,更难的是企业没有灵魂人物的带领,就好比投特斯拉投的是马斯克,理想投的是李想一样,甚至是法拉第未来投的也是贾跃亭,看看拜腾,靠什么赢得资本呢?\n很多人说,M-Byte的量产就差“临门一脚”,但真的是这样吗?\n必然不是。如果只是资金问题,相信烧了这么多真金白银的资本不会见死不救。\n4\n历史再次重演\n造车新势力纸上谈兵,雷声大雨点小,最后一地鸡毛的故事,对于汽车圈内的人士而言早已司空见惯。新能源车行业充满了泡沫,也是众所周知。\n然而历史永远是在轮回中不断的重复,一切都是那么熟悉。\n2013年新能源车赛道大热,资本蜂拥而至,然而2018政府补贴退坡,引发了行业大面积暴雷出清,死伤无数;2020年的新能源车企再次大爆发,特斯拉和三剑客突出重围,量产暴涨带起了新能源狂欢,然而更有大多数车企倒在了黎明前;2021年初补贴继续退坡,盲目投资、违规建设等被严格监管,加速优胜劣汰,又淘汰和破产了一大波企业。\n然而行业起起伏伏,每次泡沫挤压过后,都会有新一批玩家蜂拥而至,仿佛失败从未出现过。\n\n最近,新能源再次火热,整个产业链也再次受到了投资者关注。不仅新能源汽车销量持续超预期,动力电池作为新能源车“皇冠上的明珠”利好也不断落地,新能源汽车产销量双双超过120万辆,同比增长200%。\n\n于是资本也再度狂热追逐新能源汽车的热点,互联网科技巨头们纷纷下场造车,加上“碳中和”持续推进,新能源汽车讲故事的空间很大,而且还要继续讲。\n风风火火之下,拜腾的破产像是一盆冷水,让人们想起了曾经破产的泡沫。不过一个新兴行业的发展,就是如此,众多玩家闻风而动,相继入局,起起落落,资本本着宁杀错不放过的心情,前赴后继。\n其实,不管是新入局的科技巨头们,还是已经成功量产的造车新势力,目前都未必安全。现在倒闭的是不能实现量产的一批,那下一阶段呢?技术成熟后,必将全面普及,当所有车企都能量产后,下一个出清的标准是什么呢?不管是什么,所有还在赛道的玩家被淘汰的危机都很大。\n面对周期,面对泡沫,不是说所有死在黎明前的车企们都没有在认真造车,只能说一个行业值得敬畏,而被挤出的泡沫们,是市场在追逐利益中推动行业发展的必需品。\n就如拜腾一样,就算再站起来,也晚了。曾经引以为豪的中控屏、智能化已不具备特殊性,量产又被远远落下,只能说,一步错步步输。挣扎已毫无意义,被救活也占不到任何便宜。\n5\n尾声\n2021年7月18日,拜腾在面对采访媒体时说:“力争在2022年第一季度实现首款SUV车型M-Byte量产。”\n这个答案你信吗?\n反正我不信。\n毕竟在它的债权人选择申请破产时、在它的员工选择离职、高管选择出走时,在他的合作伙伴选择退出时,一切的结局就注定了。\n创立一家企业,从无到有,从小到大,某程度上可以说荆棘满地、九死一生。过去相当长的一段时间,投资界、创业界喜欢讲风口,但事实是,即使抓对了风口,也不见得一定能成事,翻车的案例,绝对比成功的案例多得多。\n原因很简单,在一个的疯狂且众人还未看明白的赛道里,坑蒙拐骗、趁机割韭菜的人,比静下心来踏实做事的人,多得多。\n拜腾要倒下了,但回看它的一路,搭上大资本方、引入流量明星经理人、各种概念车型和宣传套路赚足眼球,但就是迟迟不见量产,这一切,有几分说不出的熟悉,好像刻意安排,这不禁让人想起数年前那场轰轰烈烈的PPT造车潮。\n拜腾,不是第一个,也肯定不会是最后一个。","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149087120,"gmtCreate":1625694741060,"gmtModify":1703746413460,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149087120","repostId":"2149390842","repostType":4,"repost":{"id":"2149390842","kind":"highlight","pubTimestamp":1625668450,"share":"https://ttm.financial/m/news/2149390842?lang=&edition=fundamental","pubTime":"2021-07-07 22:34","market":"fut","language":"zh","title":"油价直线跳水,阿联酋计划单方面狂卖石油","url":"https://stock-news.laohu8.com/highlight/detail?id=2149390842","media":"华尔街见闻","summary":"阿联酋制定了一项新战略:在需求枯竭之前尽可能多地出售原油。","content":"<p>周三盘中,WTI原油期货主力合约价格直线下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/cb2d1234c48fe0de6052894acce79f5f\" tg-width=\"1405\" tg-height=\"873\"></p>\n<p>消息面上,美元指数DXY突破前高92.76,创4月6日以来新高。</p>\n<p>另一方面,在OPEC+内部关于是否提高石油产量的僵局背后,一个关键的卡特尔成员——阿联酋制定了一项新战略:<b>在需求枯竭之前尽可能多地出售原油。</b>阿联酋是世界上最大的未开采源油储备国,该国的此项战略,标志着其石油政策正在发生历史上最显著的转变,并正在打破传统观念。毕竟多年来该国政府一直表示,他们并不担心在未来很长一段时间内找不到原油买家(从而击破出售)。</p>\n<p>供应方面,伊核协议相关方今年4月初开始在维也纳举行了多轮会谈,至今已持续三个月仍未达成共识。强硬派代表莱西当选伊朗新总统后,在核谈判中对美国的戒备心只会更加强烈。市场对伊朗原油回归市场的日期已经多次推迟,目前看道阻且长、前景难料。而OPEC+谈判破裂,意味着后续增产计划搁浅,将进一步加剧全球面临原油供应紧张的局面;</p>\n<p>需求方面,全球经济增长有望进一步提速,发达经济体复苏步伐继续领先新兴经济体。世界银行发布的最新一期《全球经济展望》报告,将2021年全球经济增长预期由4.1%上调至5.6%。随着疫苗接种的不断推进和经济的重新开放,欧美道路出行需求得到明显释放。许多国家的公共交通和上班出行都到了去年年初以来的最高水平,其中欧元区各大经济体出行指数仅较疫情前低10%左右,美国出行活动指数较疫情前下降了6.5%。随着出行限制的解除,航空煤油的消费相较于陆上交通燃料需求具有更大的上涨空间。高盛预计6月全球需求达到了9690万桶/天,8月份全球需求将达到9923万桶/天,原油供需缺口将进一步放大。</p>\n<p>流动性方面,三季度主要经济体货币政策立场发生大规模变化的概率较低,货币市场利率仍将保持低位运行态势。欧美经济运行领先指标回落,市场忧虑经济可能进入滞胀或通缩周期。按照“美林时钟”理论,滞涨期原油价格有不错的表现,至于通缩风险我们认为总体而言并不大。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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油价直线跳水,阿联酋计划单方面狂卖石油\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 22:34 北京时间 <a href=https://wallstreetcn.com/articles/3634829><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三盘中,WTI原油期货主力合约价格直线下跌。\n\n消息面上,美元指数DXY突破前高92.76,创4月6日以来新高。\n另一方面,在OPEC+内部关于是否提高石油产量的僵局背后,一个关键的卡特尔成员——阿联酋制定了一项新战略:在需求枯竭之前尽可能多地出售原油。阿联酋是世界上最大的未开采源油储备国,该国的此项战略,标志着其石油政策正在发生历史上最显著的转变,并正在打破传统观念。毕竟多年来该国政府一直表示...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634829\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b40d7f90c920f8b2d2d6c0e89575a430","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3634829","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149390842","content_text":"周三盘中,WTI原油期货主力合约价格直线下跌。\n\n消息面上,美元指数DXY突破前高92.76,创4月6日以来新高。\n另一方面,在OPEC+内部关于是否提高石油产量的僵局背后,一个关键的卡特尔成员——阿联酋制定了一项新战略:在需求枯竭之前尽可能多地出售原油。阿联酋是世界上最大的未开采源油储备国,该国的此项战略,标志着其石油政策正在发生历史上最显著的转变,并正在打破传统观念。毕竟多年来该国政府一直表示,他们并不担心在未来很长一段时间内找不到原油买家(从而击破出售)。\n供应方面,伊核协议相关方今年4月初开始在维也纳举行了多轮会谈,至今已持续三个月仍未达成共识。强硬派代表莱西当选伊朗新总统后,在核谈判中对美国的戒备心只会更加强烈。市场对伊朗原油回归市场的日期已经多次推迟,目前看道阻且长、前景难料。而OPEC+谈判破裂,意味着后续增产计划搁浅,将进一步加剧全球面临原油供应紧张的局面;\n需求方面,全球经济增长有望进一步提速,发达经济体复苏步伐继续领先新兴经济体。世界银行发布的最新一期《全球经济展望》报告,将2021年全球经济增长预期由4.1%上调至5.6%。随着疫苗接种的不断推进和经济的重新开放,欧美道路出行需求得到明显释放。许多国家的公共交通和上班出行都到了去年年初以来的最高水平,其中欧元区各大经济体出行指数仅较疫情前低10%左右,美国出行活动指数较疫情前下降了6.5%。随着出行限制的解除,航空煤油的消费相较于陆上交通燃料需求具有更大的上涨空间。高盛预计6月全球需求达到了9690万桶/天,8月份全球需求将达到9923万桶/天,原油供需缺口将进一步放大。\n流动性方面,三季度主要经济体货币政策立场发生大规模变化的概率较低,货币市场利率仍将保持低位运行态势。欧美经济运行领先指标回落,市场忧虑经济可能进入滞胀或通缩周期。按照“美林时钟”理论,滞涨期原油价格有不错的表现,至于通缩风险我们认为总体而言并不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084162,"gmtCreate":1625694671756,"gmtModify":1703746412806,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149084162","repostId":"1138737345","repostType":4,"repost":{"id":"1138737345","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625671117,"share":"https://ttm.financial/m/news/1138737345?lang=&edition=fundamental","pubTime":"2021-07-07 23:18","market":"us","language":"zh","title":"美国前任总统特朗普起诉脸书、谷歌、推特","url":"https://stock-news.laohu8.com/highlight/detail?id=1138737345","media":"老虎资讯综合","summary":"7月7日消息,美国前任总统特朗普表示,正在起诉Facebook、谷歌和Twitter。\n特朗普表示,要求平台停止对其账户的审查。\n特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁","content":"<p>7月7日消息,美国前任总统特朗普表示,正在起诉<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>。</p>\n<p>特朗普表示,要求平台停止对其账户的审查。</p>\n<p>特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁决之前,不会寻求和解。</p>\n<p>截至发稿,Facebook股价持平,推特跌幅近1%,谷歌涨0.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/1c19f43c7ee078d5c697c21e5df30996\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/2c7195bb848e711046e299587477bb18\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c80b572d2686437f0640a9a3ca988019\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<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>美国前任总统特朗普起诉脸书、谷歌、推特</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; 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class=\"title\">\n美国前任总统特朗普起诉脸书、谷歌、推特\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\">2021-07-07 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月7日消息,美国前任总统特朗普表示,正在起诉<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>。</p>\n<p>特朗普表示,要求平台停止对其账户的审查。</p>\n<p>特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁决之前,不会寻求和解。</p>\n<p>截至发稿,Facebook股价持平,推特跌幅近1%,谷歌涨0.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/1c19f43c7ee078d5c697c21e5df30996\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/2c7195bb848e711046e299587477bb18\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c80b572d2686437f0640a9a3ca988019\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{"TWTR":"Twitter","GOOG":"谷歌","DJT":"特朗普媒体科技集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138737345","content_text":"7月7日消息,美国前任总统特朗普表示,正在起诉Facebook、谷歌和Twitter。\n特朗普表示,要求平台停止对其账户的审查。\n特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁决之前,不会寻求和解。\n截至发稿,Facebook股价持平,推特跌幅近1%,谷歌涨0.22%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084325,"gmtCreate":1625694635667,"gmtModify":1703746413624,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149084325","repostId":"2149367201","repostType":4,"repost":{"id":"2149367201","kind":"news","pubTimestamp":1625629870,"share":"https://ttm.financial/m/news/2149367201?lang=&edition=fundamental","pubTime":"2021-07-07 11:51","market":"us","language":"zh","title":"周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149367201","media":"智通财经","summary":"6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。\n未来如果大类资","content":"<p>6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。</p>\n<p>未来如果大类资产仍顺着这一阶段特征持续演绎,那么风险资产或将面临中期调整,那么,这是否意味着此轮经济周期已经见顶呢?</p>\n<p>两个月前,华尔街对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>5月份的基金经理调查做出了前瞻性回应,并得出结论:无论从经济增长预期来看,还是结合资本支出计划、通胀预期等等,后疫情时代经济扩张已见顶。</p>\n<p><img src=\"https://static.tigerbbs.com/46bfaf0d47ea7cca18c1c370ccd708cc\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/06aa796f2b3c8520d767d8d73c1accce\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p>\n<p>当然,这些前瞻性预期需要一些更有说服力的数据的验证,如近日最新公布的全球制造业PMI数据也已经见顶。</p>\n<p>正如德银分析师Frances Yared所写,6月全球制造业PMI回落至56.8%,从历史角度来看,PMI为54仍将处于非常高的水平,因此现阶段,从峰值开始的下跌应被视为进入周期中期后的修正。PMI峰值数据明确证实,目前正处于“周期顶部”,也可以说周期中期阶段。</p>\n<p><img src=\"https://static.tigerbbs.com/d7da994dc0c86da1ef8c6b2402a8e731\" tg-width=\"500\" tg-height=\"337\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,6月亚洲制造业PMI较上月下降0.8个百分点至51.2%,连续2个月环比下降,结束了连续7个月52%左右的运行区间,降至51%附近。</p>\n<p>世界银行近期发布报告预计今年全球经济将增长5.6%,是近50年来最快涨速,也是近80年来最快的衰退后涨速。</p>\n<p>值得一提的是,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的迈克尔•威尔逊(MichaelWilson)几个月来也一直警告经济周期即将见顶。</p>\n<p>美国银行也同意经济周期见顶的观点,如该行首席量化官萨维塔•苏布拉曼尼亚(Savita Subramanian)的一份报告中写道,“历史上周期顶部区间通常会持续12个月,目前我们只剩下4个月了。因此,目前的阶段至少可以延续到夏季,并有可能延续到夏季以后。”</p>\n<p><img src=\"https://static.tigerbbs.com/15fea0a2f3b8a24b81f355926d7961e2\" tg-width=\"500\" tg-height=\"283\" referrerpolicy=\"no-referrer\"></p>\n<p>这对投资意味着什么?<b>周期中期通常伴随着利率和资本支出的上升,因此,反映公司价值的估值指标和反映资本支出的盈利能力非常重要。</b></p>\n<p>Leuthold Group的Jim Paulsen通过分析了过去40年的牛市周期指出,虽然每一个牛市都是不同的,但遵循的模式通常是相同的:即周期开始时的强劲运行,持续一年或更长时间的犹豫期,然后趋势发生逆转,当然也可能是崩盘,假设没有美联储的救助。</p>\n<p>Paulsen在描述中期周期(他称之为价值重估阶段)时指出,此时企业业绩继续改善,但估值变得捉襟见肘,收益率上升的压力加剧。在这种情况下,股市最多只能在一年内将发生转向。</p>\n<p>一般周期见顶的信号为:估值不断上升,几乎从谷底翻番,公司业绩和收益率都持续提高。</p>\n<p>如1982年,由于企业利润和债券收益率持续下降,股市出现大幅反弹。随后,标准普尔500指数在1984年中期出现了15%的回调,第二年,收益开始回升,债券收益率上升。</p>\n<p>1992年,企业利润和收益率在进入1994年中期周期时出现下滑,当时标普指数在1994年初下跌了近10%,并一直持平到1995年。</p>\n<p>类似的情况发生在2004年,当时标普500指数的市盈率从2003年末的22倍下降到2004年末的17倍以下。</p>\n<p><img src=\"https://static.tigerbbs.com/e8d4e56d16398ae45a8c51e7f5c630e3\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\"></p>\n<p>传统上,当景气迈入下一阶段时,成长股、高质量股票(价值股)通常表现会切换。一般在扩张和趋于稳定的时期(当下),成长股会跑赢周期股。周期股一般在最初的经济复苏期跑赢。</p>\n<p>总之,这一轮周期并非正常的周期,疫情导致部分成长股的估值已接近极端,因此在当前的阶段,应聚焦高质量和高盈利能力的成长股,而一部分成长股只能被称为“梦想股”或“信仰股”,在这一阶段可能并不会受到青睐。</p>","source":"stock_zhitongcaijing","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>周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?</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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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周期见顶声音不绝于耳,是该抛弃高估值“梦想股”了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 11:51 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/508819.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。\n未来如果大类资产仍顺着这一阶段特征持续演绎,那么风险资产或将面临中期调整,那么,这是否意味着此轮经济周期已经见顶呢?\n两个月前,华尔街对美国银行5月份的基金经理调查做出了前瞻性回应,并得出结论:无论从经济增长预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/508819.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares"},"source_url":"http://www.zhitongcaijing.com/content/detail/508819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149367201","content_text":"6月开始比较明显的变化是美国2年期债券收益率显著拉升,突破横盘了1年多的通道,随着短端收益率的变化,收益率曲线也出现了平坦化特征,在复苏中后段,股票、商品、短债表现出了同步回落的特征。\n未来如果大类资产仍顺着这一阶段特征持续演绎,那么风险资产或将面临中期调整,那么,这是否意味着此轮经济周期已经见顶呢?\n两个月前,华尔街对美国银行5月份的基金经理调查做出了前瞻性回应,并得出结论:无论从经济增长预期来看,还是结合资本支出计划、通胀预期等等,后疫情时代经济扩张已见顶。\n\n\n当然,这些前瞻性预期需要一些更有说服力的数据的验证,如近日最新公布的全球制造业PMI数据也已经见顶。\n正如德银分析师Frances Yared所写,6月全球制造业PMI回落至56.8%,从历史角度来看,PMI为54仍将处于非常高的水平,因此现阶段,从峰值开始的下跌应被视为进入周期中期后的修正。PMI峰值数据明确证实,目前正处于“周期顶部”,也可以说周期中期阶段。\n\n此外,6月亚洲制造业PMI较上月下降0.8个百分点至51.2%,连续2个月环比下降,结束了连续7个月52%左右的运行区间,降至51%附近。\n世界银行近期发布报告预计今年全球经济将增长5.6%,是近50年来最快涨速,也是近80年来最快的衰退后涨速。\n值得一提的是,摩根士丹利的迈克尔•威尔逊(MichaelWilson)几个月来也一直警告经济周期即将见顶。\n美国银行也同意经济周期见顶的观点,如该行首席量化官萨维塔•苏布拉曼尼亚(Savita Subramanian)的一份报告中写道,“历史上周期顶部区间通常会持续12个月,目前我们只剩下4个月了。因此,目前的阶段至少可以延续到夏季,并有可能延续到夏季以后。”\n\n这对投资意味着什么?周期中期通常伴随着利率和资本支出的上升,因此,反映公司价值的估值指标和反映资本支出的盈利能力非常重要。\nLeuthold Group的Jim Paulsen通过分析了过去40年的牛市周期指出,虽然每一个牛市都是不同的,但遵循的模式通常是相同的:即周期开始时的强劲运行,持续一年或更长时间的犹豫期,然后趋势发生逆转,当然也可能是崩盘,假设没有美联储的救助。\nPaulsen在描述中期周期(他称之为价值重估阶段)时指出,此时企业业绩继续改善,但估值变得捉襟见肘,收益率上升的压力加剧。在这种情况下,股市最多只能在一年内将发生转向。\n一般周期见顶的信号为:估值不断上升,几乎从谷底翻番,公司业绩和收益率都持续提高。\n如1982年,由于企业利润和债券收益率持续下降,股市出现大幅反弹。随后,标准普尔500指数在1984年中期出现了15%的回调,第二年,收益开始回升,债券收益率上升。\n1992年,企业利润和收益率在进入1994年中期周期时出现下滑,当时标普指数在1994年初下跌了近10%,并一直持平到1995年。\n类似的情况发生在2004年,当时标普500指数的市盈率从2003年末的22倍下降到2004年末的17倍以下。\n\n传统上,当景气迈入下一阶段时,成长股、高质量股票(价值股)通常表现会切换。一般在扩张和趋于稳定的时期(当下),成长股会跑赢周期股。周期股一般在最初的经济复苏期跑赢。\n总之,这一轮周期并非正常的周期,疫情导致部分成长股的估值已接近极端,因此在当前的阶段,应聚焦高质量和高盈利能力的成长股,而一部分成长股只能被称为“梦想股”或“信仰股”,在这一阶段可能并不会受到青睐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149085882,"gmtCreate":1625694554046,"gmtModify":1703746411991,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149085882","repostId":"2149360700","repostType":4,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150244158,"gmtCreate":1624918406874,"gmtModify":1703847695546,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666???","listText":"666???","text":"666???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150244158","repostId":"1186578125","repostType":4,"repost":{"id":"1186578125","kind":"news","pubTimestamp":1624879503,"share":"https://ttm.financial/m/news/1186578125?lang=&edition=fundamental","pubTime":"2021-06-28 19:25","market":"sh","language":"zh","title":"达里奥最新演讲:股市眼下并不一定处于泡沫中","url":"https://stock-news.laohu8.com/highlight/detail?id=1186578125","media":"人民币交易与研究","summary":"全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文,介绍自己衡量泡沫的六项指标,并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中,达里奥表示,","content":"<p>全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文,介绍自己衡量泡沫的六项指标,并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。</p>\n<p>在这个应罗宾汉基金会要求解释股票泡沫的视频中,达里奥表示,虽然指标显示一些股票目前“存在泡沫”,但股市眼下不一定处于泡沫中。</p>\n<p><img src=\"https://static.tigerbbs.com/ed46d81d71867f2d1eb8b3b9ad012779\" tg-width=\"532\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>达里奥在推文中写道,“我所说的泡沫是指不可持续的高价,我用六项指标来衡量它”,并指出投资者需关注买家杠杆水平和新买家数量等迹象。</p>\n<p>事实上,早在5月中旬时,达里奥就曾在公众号分享了他对股市泡沫的研究,详述了这六种系统性“泡沫指标”,包括价格、看涨情绪、杠杆高低等:</p>\n<p>1. 相对传统的衡量标准,价格有多高?</p>\n<p>2. 价格是否反映了不可持续的状况?</p>\n<p>3. 有多少新买家(即之前不在市场里的人)进入了市场?</p>\n<p>4. 看涨情绪有多普遍?</p>\n<p>5. 交易是否依赖高杠杆的支撑?</p>\n<p>6. 买家是否过度进行远期交易(如建立库存、签订远期协议等)来投机或保护自己免受未来价格上涨的影响?</p>\n<p><img src=\"https://static.tigerbbs.com/b89447f632ae50e578dd9ebcd007795e\" tg-width=\"550\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p>\n<p>以下是这个名为《股市目前是否处于泡沫中?》的视频演讲全文:</p>\n<p>大家好,很高兴能代表所有被罗宾汉(基金会)帮助过的人来到这里。</p>\n<p>你们知道,知道罗宾汉,是因为我认识保罗·都铎·琼斯,当时罗宾汉是他眼里的一抹微光,他会在贝德福德-斯图文森特街区(Bed Stuy)和孩子们一起打篮球,我很幸运能够看到他和罗宾汉基金的所有工作人员,以一种非常个人化和高效的方式来帮助减轻美国的贫困,并且能够成为其中的一员。你们所做的一切都很棒,所以我只想感谢你们所做的一切,并且告诉你们能够来到这里并尽我的微薄之力,我有多么高兴。</p>\n<p>我被要求谈论泡沫,市场、股市是否处于泡沫中,以及什么样的泡沫。我只想给你们一些关于这个问题的想法,我只有大约10分钟的时间。所以我想讲快点,几年前,我开始思考:什么是泡沫?当我们身处泡沫中时,我所说的泡沫是指什么?因为在我50年的投资生涯中,我看到了很多泡沫。</p>\n<p>在我脑海中,有六件事是我基本上认为会导致产生泡沫的,我将他们一一列举出来。现在,看着它们,以便您知道我在说什么。</p>\n<p>首先,您知道,我们的价格相对于传统的价格衡量标准有多高是一个考虑因素。例如,你知道我们的PSI或收益率之类的东西,这是一个考虑因素,但这不是我所说的泡沫。</p>\n<p>比方说,可能出现价格高回报低的现象,而且这种情况可以持续很长时间,但这并不意味着泡沫会破灭,只是其中一个组成因素。</p>\n<p>第二,价格是反映不可持续的条件,这里指的是买方的性质,谁在买入和如何买入,不可持续的条件会产生了价格调整或下跌,然后就出现了第三个投机因素——市场上的新买家被吸引了。</p>\n<p>您知道,这就像鸡尾酒会,有些从不参加的人出现了,也就是投资了某些资产,可能是科技股,也可能是房地产,但无论如何,每个人都想,没有持有这些东西会让他们觉得自己很蠢,诸如此类。</p>\n<p>第五项是大额购买远期“合约”,比如有人买了他们不了解的公寓,因为他们认为公寓会上涨,或者用大规模交易大宗商品的年代来举例。我会观察那些使用大宗商品的人,他们购买了大量远期合约。换句话说,购买库存以保护自己免受价格上涨的影响。</p>\n<p>所以当他们离场的时候——正如我们最近在大宗商品市场看到的——当他们抛售远期合约时,价格持续下跌,他们会说“我也不想要它”。</p>\n<p>而当价格上涨时,他们会说我们要进行溢价保护,对冲价格上涨。所以,延长了这些远期购买的买家是一个(泡沫)指标。</p>\n<p>我用这张表显示整个股市,我把这个框架基本上应用到所有资产上,并且使用一种系统化的方法,试图判断哪些处在泡沫中。在我看来,在各种各样的股票中,有些存在泡沫,有些则没有,而整个股市正如这张图表所显示的。</p>\n<p>这张图表可以追溯到1910年,它是一个彰显泡沫程度的指标。你可以看到当前是有泡沫的,但没有2000年和1929年那么高,不过高于2007年。</p>\n<p><img src=\"https://static.tigerbbs.com/4c4f2ff86c22e19d1a051e96d120c0fa\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p>\n<p>让我们看看存在泡沫的股票,根据这些标准,很多股票没有泡沫。</p>\n<p><img src=\"https://static.tigerbbs.com/4ebf9f9bfdd5c982106b5c4f97acf635\" tg-width=\"640\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p>\n<p>这张图表追溯到1995年,与2000年相比,前1000名的企业市值存在泡沫比例约为5%,整个标普500指数存在泡沫的份额约为2%,虽然不如2000年高,但比2007年高。</p>\n<p>现在来看下一张显示了泡沫股票的图表。</p>\n<p><img src=\"https://static.tigerbbs.com/15720e9f5f0240be2ddeda3d14230eaa\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p>\n<p>我把这些泡沫股票与标准普尔500指数分离,可以看到泡沫股在大盘中的比例下降,我相信这种情况很可能会持续下去,但目前处于泡沫之中。其中一个问题是,泡沫可以扩张和收缩,时机是个大问题。</p>\n<p>下面这张图表可以追溯到1900年,上图显示的是债务与国内生产总值(GDP)之比,下图中蓝线显示的是利率,红线显示印钞规模,也就是流入的货币量。所以你可以看到当债务累加时,就像现在的情况,并且实施近零利率,这两种情况同时存在时就会大肆印钞。</p>\n<p><img src=\"https://static.tigerbbs.com/e5d3d3c839ca42009c377a3eed7c9c3c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>这是泡沫的一个关键因素,因为有大量的流动性进入市场,然后有很多资金哄抬各种各样的资产价格,所以你可以看到,当蓝线触及零时,红线大幅上行。大量流动性,大量的债务融资和债务货币化形成了一个典型的泡沫。</p>\n<p>其他可能产生泡沫的因素则是新股上市,特别是如果它们没有盈利,或者是在许多情况下没有盈利的前景。</p>\n<p>这些也是泡沫的考虑因素,所以我想说,你不能说当前的股市处于最高程度的泡沫,你必须区分哪些股票正处于泡沫中、或者一直处于泡沫中;哪些股票没有,实际上目前有许多股票并没有处于泡沫中。</p>\n<p>所以我希望这能让你对泡沫有所了解、我如何看待它们以及我们目前处于什么位置。谢谢。</p>","source":"lsy1574157197600","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>达里奥最新演讲:股市眼下并不一定处于泡沫中</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达里奥最新演讲:股市眼下并不一定处于泡沫中\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 19:25 北京时间 <a href=https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w><strong>人民币交易与研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文,介绍自己衡量泡沫的六项指标,并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中,达里奥表示,虽然指标显示一些股票目前“存在泡沫”,但股市眼下不一定处于泡沫中。\n\n达里奥在推文中写道,“我所说的泡沫是指不可持续的高价,我用六项指标来衡量它”,并指出投资者需关注买家杠杆水平和新买家数量等迹象。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/lv14Xv-iB491-ddK3pdX_w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186578125","content_text":"全球最大对冲基金桥水创始人达里奥6月24日连发两篇推文,介绍自己衡量泡沫的六项指标,并发布了一个10分钟的视频阐述自己对当下股市泡沫的看法。\n在这个应罗宾汉基金会要求解释股票泡沫的视频中,达里奥表示,虽然指标显示一些股票目前“存在泡沫”,但股市眼下不一定处于泡沫中。\n\n达里奥在推文中写道,“我所说的泡沫是指不可持续的高价,我用六项指标来衡量它”,并指出投资者需关注买家杠杆水平和新买家数量等迹象。\n事实上,早在5月中旬时,达里奥就曾在公众号分享了他对股市泡沫的研究,详述了这六种系统性“泡沫指标”,包括价格、看涨情绪、杠杆高低等:\n1. 相对传统的衡量标准,价格有多高?\n2. 价格是否反映了不可持续的状况?\n3. 有多少新买家(即之前不在市场里的人)进入了市场?\n4. 看涨情绪有多普遍?\n5. 交易是否依赖高杠杆的支撑?\n6. 买家是否过度进行远期交易(如建立库存、签订远期协议等)来投机或保护自己免受未来价格上涨的影响?\n\n以下是这个名为《股市目前是否处于泡沫中?》的视频演讲全文:\n大家好,很高兴能代表所有被罗宾汉(基金会)帮助过的人来到这里。\n你们知道,知道罗宾汉,是因为我认识保罗·都铎·琼斯,当时罗宾汉是他眼里的一抹微光,他会在贝德福德-斯图文森特街区(Bed Stuy)和孩子们一起打篮球,我很幸运能够看到他和罗宾汉基金的所有工作人员,以一种非常个人化和高效的方式来帮助减轻美国的贫困,并且能够成为其中的一员。你们所做的一切都很棒,所以我只想感谢你们所做的一切,并且告诉你们能够来到这里并尽我的微薄之力,我有多么高兴。\n我被要求谈论泡沫,市场、股市是否处于泡沫中,以及什么样的泡沫。我只想给你们一些关于这个问题的想法,我只有大约10分钟的时间。所以我想讲快点,几年前,我开始思考:什么是泡沫?当我们身处泡沫中时,我所说的泡沫是指什么?因为在我50年的投资生涯中,我看到了很多泡沫。\n在我脑海中,有六件事是我基本上认为会导致产生泡沫的,我将他们一一列举出来。现在,看着它们,以便您知道我在说什么。\n首先,您知道,我们的价格相对于传统的价格衡量标准有多高是一个考虑因素。例如,你知道我们的PSI或收益率之类的东西,这是一个考虑因素,但这不是我所说的泡沫。\n比方说,可能出现价格高回报低的现象,而且这种情况可以持续很长时间,但这并不意味着泡沫会破灭,只是其中一个组成因素。\n第二,价格是反映不可持续的条件,这里指的是买方的性质,谁在买入和如何买入,不可持续的条件会产生了价格调整或下跌,然后就出现了第三个投机因素——市场上的新买家被吸引了。\n您知道,这就像鸡尾酒会,有些从不参加的人出现了,也就是投资了某些资产,可能是科技股,也可能是房地产,但无论如何,每个人都想,没有持有这些东西会让他们觉得自己很蠢,诸如此类。\n第五项是大额购买远期“合约”,比如有人买了他们不了解的公寓,因为他们认为公寓会上涨,或者用大规模交易大宗商品的年代来举例。我会观察那些使用大宗商品的人,他们购买了大量远期合约。换句话说,购买库存以保护自己免受价格上涨的影响。\n所以当他们离场的时候——正如我们最近在大宗商品市场看到的——当他们抛售远期合约时,价格持续下跌,他们会说“我也不想要它”。\n而当价格上涨时,他们会说我们要进行溢价保护,对冲价格上涨。所以,延长了这些远期购买的买家是一个(泡沫)指标。\n我用这张表显示整个股市,我把这个框架基本上应用到所有资产上,并且使用一种系统化的方法,试图判断哪些处在泡沫中。在我看来,在各种各样的股票中,有些存在泡沫,有些则没有,而整个股市正如这张图表所显示的。\n这张图表可以追溯到1910年,它是一个彰显泡沫程度的指标。你可以看到当前是有泡沫的,但没有2000年和1929年那么高,不过高于2007年。\n\n让我们看看存在泡沫的股票,根据这些标准,很多股票没有泡沫。\n\n这张图表追溯到1995年,与2000年相比,前1000名的企业市值存在泡沫比例约为5%,整个标普500指数存在泡沫的份额约为2%,虽然不如2000年高,但比2007年高。\n现在来看下一张显示了泡沫股票的图表。\n\n我把这些泡沫股票与标准普尔500指数分离,可以看到泡沫股在大盘中的比例下降,我相信这种情况很可能会持续下去,但目前处于泡沫之中。其中一个问题是,泡沫可以扩张和收缩,时机是个大问题。\n下面这张图表可以追溯到1900年,上图显示的是债务与国内生产总值(GDP)之比,下图中蓝线显示的是利率,红线显示印钞规模,也就是流入的货币量。所以你可以看到当债务累加时,就像现在的情况,并且实施近零利率,这两种情况同时存在时就会大肆印钞。\n\n这是泡沫的一个关键因素,因为有大量的流动性进入市场,然后有很多资金哄抬各种各样的资产价格,所以你可以看到,当蓝线触及零时,红线大幅上行。大量流动性,大量的债务融资和债务货币化形成了一个典型的泡沫。\n其他可能产生泡沫的因素则是新股上市,特别是如果它们没有盈利,或者是在许多情况下没有盈利的前景。\n这些也是泡沫的考虑因素,所以我想说,你不能说当前的股市处于最高程度的泡沫,你必须区分哪些股票正处于泡沫中、或者一直处于泡沫中;哪些股票没有,实际上目前有许多股票并没有处于泡沫中。\n所以我希望这能让你对泡沫有所了解、我如何看待它们以及我们目前处于什么位置。谢谢。","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245560,"gmtCreate":1624918366450,"gmtModify":1703847694409,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150245560","repostId":"1180159838","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245969,"gmtCreate":1624918330551,"gmtModify":1703847693595,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150245969","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624894784,"share":"https://ttm.financial/m/news/1189694806?lang=&edition=fundamental","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"【异动】造车新势力彻底爆发,蔚来汽车涨9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。","content":"<p>6月28日,中概新能源车股持续走高,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】造车新势力彻底爆发,蔚来汽车涨9%</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121177677,"gmtCreate":1624457727799,"gmtModify":1703837355405,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121177677","repostId":"1102688637","repostType":4,"repost":{"id":"1102688637","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624449865,"share":"https://ttm.financial/m/news/1102688637?lang=&edition=fundamental","pubTime":"2021-06-23 20:04","market":"us","language":"zh","title":"盘前:三大期指集体上涨,区块链概念反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1102688637","media":"老虎资讯综合","summary":"6月23日(周三),美股三大指数期货集体上涨,道指期货涨幅居前。今日,美国将公布6月Markit制造业、服务业和综合PMI,投资者可从中了解美国经济复苏势头状况。另外,联邦公开市场委员会(FOMC)委","content":"<p>6月23日(周三),美股三大指数期货集体上涨,道指期货涨幅居前。今日,美国将公布6月Markit制造业、服务业和综合PMI,投资者可从中了解美国经济复苏势头状况。另外,联邦公开市场委员会(FOMC)委员鲍曼(Michelle Bowman)、罗森格伦(Eric Rosengren)和博斯蒂克(Raphael Bostic)将发表讲话。</p>\n<p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p><b>中概股盘前走势</b></p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨4.4%。据港交所文件,小鹏汽车通过港交所上市聆讯。小鹏汽车本次港股上市为“双重主要上市”,也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同,小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股,可满足沪港通和深港通的接入条件,便于A股投资者借助港股通投资,活跃股票成交。</p>\n<p>同时,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前涨超2%。</p>\n<p>“货车版滴滴”<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团盘前跌超4%。满帮集团昨天正式登陆纽交所,上市首日收涨13%,市值突破230亿美元。</p>\n<p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>盘前涨近7%,此前宣布与腾讯达成战略合作。</p>\n<p><a href=\"https://laohu8.com/S/ZKIN\">正康国际集团</a>盘前涨6.4%,此前宣布将在欧洲和北美扩张业务。</p>\n<p>区块链概念盘前走高,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近5%,<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨3.91%,<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨2.62%。</p>\n<p><b>重要美股</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨1.55%。特斯拉近期宣布,该公司将在中国召回部分进口Model 3车型。 外媒报道称,根据获得的一份该公司声明中显示,特斯拉称此次召回与刹车失灵无关。</p>\n<p><a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a>盘前跌0.01%。巴菲特将派发价值41亿美元的伯克希尔哈撒韦公司股票。巴菲特表示“正在慢慢实现派发所有伯克希尔哈撒韦的股票这一承诺,税收减免对很多人来说都很重要”。</p>\n<p>加拿大生物制药公司<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>盘前大涨30%,2021财年每股亏损同比缩小。</p>\n<p>专科制药公司<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>盘前涨超12%,该股将在6月28日正式加入罗素微股指数。</p>\n<p>数字广告管理平台ALFI盘前跌超16%,昨日公司宣布回购200万美元股票,收涨108%。</p>\n<p>临床阶段生物制药公司<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>盘前跌近14%,此前宣布与Tempest Therapeutics的合并获批,将在周五开始以“TPST”交易。</p>\n<p><b>大宗商品</b></p>\n<p>国际油价震荡走高。此前行业数据显示美国原油库存降幅大于预期,强化了欧洲和北美公路和航空旅行升温,供求平衡趋紧的观点。</p>\n<p>截至发稿,WTI原油期货价格报73.62美元/桶,跌幅1.06%;布伦特原油期货价格报75.61美元/桶,跌幅1.07%。</p>\n<p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>国际金价反弹。美联储主席鲍威尔承诺在一段时间内将利率维持在接近零的水平,不会仅仅基于对短期通胀上升的恐惧而过快加息。</p>\n<p>截至发稿,纽约市场黄金期货价格报1786.70美元/盎司,涨幅0.52%。</p>\n<p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前:三大期指集体上涨,区块链概念反弹</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; 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.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盘前:三大期指集体上涨,区块链概念反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-23 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月23日(周三),美股三大指数期货集体上涨,道指期货涨幅居前。今日,美国将公布6月Markit制造业、服务业和综合PMI,投资者可从中了解美国经济复苏势头状况。另外,联邦公开市场委员会(FOMC)委员鲍曼(Michelle Bowman)、罗森格伦(Eric Rosengren)和博斯蒂克(Raphael Bostic)将发表讲话。</p>\n<p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p><b>中概股盘前走势</b></p>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前涨4.4%。据港交所文件,小鹏汽车通过港交所上市聆讯。小鹏汽车本次港股上市为“双重主要上市”,也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同,小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股,可满足沪港通和深港通的接入条件,便于A股投资者借助港股通投资,活跃股票成交。</p>\n<p>同时,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>盘前涨超2%。</p>\n<p>“货车版滴滴”<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团盘前跌超4%。满帮集团昨天正式登陆纽交所,上市首日收涨13%,市值突破230亿美元。</p>\n<p><a href=\"https://laohu8.com/S/CD\">秦淮数据</a>盘前涨近7%,此前宣布与腾讯达成战略合作。</p>\n<p><a href=\"https://laohu8.com/S/ZKIN\">正康国际集团</a>盘前涨6.4%,此前宣布将在欧洲和北美扩张业务。</p>\n<p>区块链概念盘前走高,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近5%,<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨3.91%,<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨2.62%。</p>\n<p><b>重要美股</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨1.55%。特斯拉近期宣布,该公司将在中国召回部分进口Model 3车型。 外媒报道称,根据获得的一份该公司声明中显示,特斯拉称此次召回与刹车失灵无关。</p>\n<p><a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a>盘前跌0.01%。巴菲特将派发价值41亿美元的伯克希尔哈撒韦公司股票。巴菲特表示“正在慢慢实现派发所有伯克希尔哈撒韦的股票这一承诺,税收减免对很多人来说都很重要”。</p>\n<p>加拿大生物制药公司<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>盘前大涨30%,2021财年每股亏损同比缩小。</p>\n<p>专科制药公司<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>盘前涨超12%,该股将在6月28日正式加入罗素微股指数。</p>\n<p>数字广告管理平台ALFI盘前跌超16%,昨日公司宣布回购200万美元股票,收涨108%。</p>\n<p>临床阶段生物制药公司<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>盘前跌近14%,此前宣布与Tempest Therapeutics的合并获批,将在周五开始以“TPST”交易。</p>\n<p><b>大宗商品</b></p>\n<p>国际油价震荡走高。此前行业数据显示美国原油库存降幅大于预期,强化了欧洲和北美公路和航空旅行升温,供求平衡趋紧的观点。</p>\n<p>截至发稿,WTI原油期货价格报73.62美元/桶,跌幅1.06%;布伦特原油期货价格报75.61美元/桶,跌幅1.07%。</p>\n<p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>国际金价反弹。美联储主席鲍威尔承诺在一段时间内将利率维持在接近零的水平,不会仅仅基于对短期通胀上升的恐惧而过快加息。</p>\n<p>截至发稿,纽约市场黄金期货价格报1786.70美元/盎司,涨幅0.52%。</p>\n<p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102688637","content_text":"6月23日(周三),美股三大指数期货集体上涨,道指期货涨幅居前。今日,美国将公布6月Markit制造业、服务业和综合PMI,投资者可从中了解美国经济复苏势头状况。另外,联邦公开市场委员会(FOMC)委员鲍曼(Michelle Bowman)、罗森格伦(Eric Rosengren)和博斯蒂克(Raphael Bostic)将发表讲话。\n\n中概股盘前走势\n小鹏汽车盘前涨4.4%。据港交所文件,小鹏汽车通过港交所上市聆讯。小鹏汽车本次港股上市为“双重主要上市”,也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同,小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股,可满足沪港通和深港通的接入条件,便于A股投资者借助港股通投资,活跃股票成交。\n同时,蔚来、理想汽车盘前涨超2%。\n“货车版滴滴”满帮集团盘前跌超4%。满帮集团昨天正式登陆纽交所,上市首日收涨13%,市值突破230亿美元。\n秦淮数据盘前涨近7%,此前宣布与腾讯达成战略合作。\n正康国际集团盘前涨6.4%,此前宣布将在欧洲和北美扩张业务。\n区块链概念盘前走高,嘉楠科技涨近5%,第九城市涨3.91%,亿邦国际涨2.62%。\n重要美股\n特斯拉盘前涨1.55%。特斯拉近期宣布,该公司将在中国召回部分进口Model 3车型。 外媒报道称,根据获得的一份该公司声明中显示,特斯拉称此次召回与刹车失灵无关。\n伯克希尔B盘前跌0.01%。巴菲特将派发价值41亿美元的伯克希尔哈撒韦公司股票。巴菲特表示“正在慢慢实现派发所有伯克希尔哈撒韦的股票这一承诺,税收减免对很多人来说都很重要”。\n加拿大生物制药公司Acasti Pharma盘前大涨30%,2021财年每股亏损同比缩小。\n专科制药公司Tenax Therapeutics盘前涨超12%,该股将在6月28日正式加入罗素微股指数。\n数字广告管理平台ALFI盘前跌超16%,昨日公司宣布回购200万美元股票,收涨108%。\n临床阶段生物制药公司Millendo Therapeutics盘前跌近14%,此前宣布与Tempest Therapeutics的合并获批,将在周五开始以“TPST”交易。\n大宗商品\n国际油价震荡走高。此前行业数据显示美国原油库存降幅大于预期,强化了欧洲和北美公路和航空旅行升温,供求平衡趋紧的观点。\n截至发稿,WTI原油期货价格报73.62美元/桶,跌幅1.06%;布伦特原油期货价格报75.61美元/桶,跌幅1.07%。\n\n国际金价反弹。美联储主席鲍威尔承诺在一段时间内将利率维持在接近零的水平,不会仅仅基于对短期通胀上升的恐惧而过快加息。\n截至发稿,纽约市场黄金期货价格报1786.70美元/盎司,涨幅0.52%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121175219,"gmtCreate":1624457699531,"gmtModify":1703837352825,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121175219","repostId":"2145929670","repostType":4,"repost":{"id":"2145929670","kind":"highlight","pubTimestamp":1624452183,"share":"https://ttm.financial/m/news/2145929670?lang=&edition=fundamental","pubTime":"2021-06-23 20:43","market":"us","language":"zh","title":"特斯拉Q2交付量预期再创新高,买点到了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2145929670","media":"金十数据","summary":"市场普遍预期Q2交付量将再创新高,如何把握时机提早布局?","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于当地时间18日给员工发送了一封内部邮件,该邮件并没有透露第二季度实际生产和交付目标,只是做出了鼓舞和要求:</p>\n<blockquote>\n “总的来说,我们执行得很好,但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴!”\n</blockquote>\n<p>马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标,但<b>分析师预期本季度的交付数量将达到19.8万-20万,刷新季度交付数量新高。</b></p>\n<p>从邮件措辞来看,马斯克似乎相信第二季度的交付目标是可实现的,但为了实现这一目标,团队需在季度末进行非常激烈的冲刺。</p>\n<p>第二季度只剩下不到两周的时间,考虑到特斯拉在季度末发起大规模推动的趋势,特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。</p>\n<p><b>Q1交付数据回顾</b></p>\n<p>今年第一季度,特斯拉电动汽车的交付量达184800辆,产量达180338辆,双双创下历史新高。据交付数据,第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型,价格更为昂贵的Model S和Model X车型的产量为零。</p>\n<p>同时,第一季度所交付的2020辆Model S和Model X,均来自此前的生产库存,其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度,特斯拉Model S/X/3/Y交付量:</p>\n<p><img src=\"https://static.tigerbbs.com/f922029c3a0ba8d1f3227eb32e8c8bee\" tg-width=\"960\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Q2交付量预测</b></p>\n<p>对于特斯拉来说,销量的快速增长非常重要,因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素,因为德国工厂的启动似乎“具有挑战性”。</p>\n<p>特斯拉忠粉Troy Teslike估计,<b>在第二季度,198000辆的交付量是有可能的(他此前给出的预期值为192000辆)</b>,这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据:</p>\n<p><img src=\"https://static.tigerbbs.com/a6540ca353b7336cb0291d9c95645713\" tg-width=\"566\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p>\n<p>前<a href=\"https://laohu8.com/S/GS\">高盛</a>CIO Gary Black表示,随着美国/中国第二季度Model Y交付量(预计)达到新高,以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录,<b>特斯拉第二季度交付量可能达到21万—21.5万辆(市场预期20.5万辆)</b>,第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆(目前的预测为86.6万辆)。</p>\n<p>特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期,同时上调对2021财年全年交付量的预期。<b>第二季度交付量预期从19.6万下调至19.4万辆,而2021年全年交付量预期从78.39万上调到79.97万辆</b>。Johnson表示,我们之所以做出这一调整,是因为我们认为6月在中国的销量将达到3万辆左右。</p>\n<p>The Motley Fool报道称,特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引,即全年交付量比 2020 年水平增加50%以上。但这应该不会太难,如果第二季度维持一季度的交付量,也能实现104%的同比增长率。</p>\n<p><b>不过供应短缺仍然是潜在的挑战,尤其是半导体、物流和航运港口容量限制方面</b>。鉴于特斯拉管理层释放的乐观信号,预计第二季度交付量会较第一季度录得增长。</p>\n<p><b>Model S发力交付</b></p>\n<p>此前6月10日,特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场,特斯拉CEO马斯克宣布,该公司将于当晚交付25辆Model S Plaid。此外,马斯克还补充表示,很快将每周交付数百辆Model S Plaid,下个季度每周将交付数千辆Model S Plaid。</p>\n<p>在特斯拉正式交付第一批Model S Plaid的几天后,弗里蒙特工厂上空巡查的无人机显示,该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看,一些Model S Plaid正在运送途中,再加上弗里蒙特工厂内不断增长的Model S车队,特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。</p>\n<p><img src=\"https://static.tigerbbs.com/20cb3d4a2cc9c0f4e1e2181891cab618\" tg-width=\"554\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p>\n<p>近日,据外媒报道,随着2021年第二季度临近结束,特斯拉Model S的交付速度加快。外媒预计,特斯拉二季度的生产和交付都特别紧张,由于新车型发布被推迟,Model S的交付订单大量积压。此外,5月份有1万多辆汽车被搁置发货,这也推迟了许多订单交付,需等到特斯拉推出其新计算机视觉系统。</p>\n<p><b>特斯拉公布季度交付数据当日及前五日股价历史走势</b></p>\n<p>2020年Q1至今年Q1,特斯拉连续五个季度的交付量超出市场普遍预期,其中四次在公布当日股价上涨3%以上,如下图所示。随着第二季度临近结束,投资者们或许可以此前几次行情走势图从中找到规律,把握时机,提早布局!</p>\n<p><img src=\"https://static.tigerbbs.com/bedab4feccd75ca5c4d48fd2872c022c\" tg-width=\"1242\" tg-height=\"3620\" referrerpolicy=\"no-referrer\"></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Q2交付量预期再创新高,买点到了吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Q2交付量预期再创新高,买点到了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:43 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=76537&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件,该邮件并没有透露第二季度实际生产和交付目标,只是做出了鼓舞和要求:\n\n “总的来说,我们执行得很好,但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴!”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标,但分析师预期本季度的交付数量将达到19.8万-20万,刷新季度交付数量新高。\n从邮件措辞来看,马斯克似乎...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=76537&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b86586210e1f8bc591340d4eb624b89","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=76537&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145929670","content_text":"特斯拉CEO马斯克于当地时间18日给员工发送了一封内部邮件,该邮件并没有透露第二季度实际生产和交付目标,只是做出了鼓舞和要求:\n\n “总的来说,我们执行得很好,但接下来的 12 天对于本季度的生产和交付来说非常重要。请全力以赴!”\n\n马斯克在信件中并没有透露目前已经完成的交付数量以及Q2目标,但分析师预期本季度的交付数量将达到19.8万-20万,刷新季度交付数量新高。\n从邮件措辞来看,马斯克似乎相信第二季度的交付目标是可实现的,但为了实现这一目标,团队需在季度末进行非常激烈的冲刺。\n第二季度只剩下不到两周的时间,考虑到特斯拉在季度末发起大规模推动的趋势,特斯拉很有可能会尽其所能在本月底之前交付尽可能多的汽车。\nQ1交付数据回顾\n今年第一季度,特斯拉电动汽车的交付量达184800辆,产量达180338辆,双双创下历史新高。据交付数据,第一季度特斯拉生产的所有电动汽车均为Model 3和Model Y车型,价格更为昂贵的Model S和Model X车型的产量为零。\n同时,第一季度所交付的2020辆Model S和Model X,均来自此前的生产库存,其交付数量仅占该季度总交付量的1%。下图是截至2021年第一季度,特斯拉Model S/X/3/Y交付量:\n\nQ2交付量预测\n对于特斯拉来说,销量的快速增长非常重要,因为传统汽车龙头企业已经觉醒并正在为大多数品牌提振插电式汽车销量。得州的新工厂是进一步增长的关键因素,因为德国工厂的启动似乎“具有挑战性”。\n特斯拉忠粉Troy Teslike估计,在第二季度,198000辆的交付量是有可能的(他此前给出的预期值为192000辆),这将支持20万辆的论点——另一个象征性的里程碑。Troy Teslike还预测特斯拉2021年全年将交付83.8万辆。下图是他的预测数据:\n\n前高盛CIO Gary Black表示,随着美国/中国第二季度Model Y交付量(预计)达到新高,以及中国及美国产Model 3对欧盟的出口量每个季度都创下纪录,特斯拉第二季度交付量可能达到21万—21.5万辆(市场预期20.5万辆),第二季度后市场对特斯拉2021财年交付量的预期可能接近90万辆(目前的预测为86.6万辆)。\n特斯拉空头GLJ Research分析师Gordon Johnson下调了他对特斯拉(TSLA.O)第二季度交付量的预期,同时上调对2021财年全年交付量的预期。第二季度交付量预期从19.6万下调至19.4万辆,而2021年全年交付量预期从78.39万上调到79.97万辆。Johnson表示,我们之所以做出这一调整,是因为我们认为6月在中国的销量将达到3万辆左右。\nThe Motley Fool报道称,特斯拉可能需要将其第二季度的交付量同比增加一倍以上才能达到公司在第一季度更新的指引,即全年交付量比 2020 年水平增加50%以上。但这应该不会太难,如果第二季度维持一季度的交付量,也能实现104%的同比增长率。\n不过供应短缺仍然是潜在的挑战,尤其是半导体、物流和航运港口容量限制方面。鉴于特斯拉管理层释放的乐观信号,预计第二季度交付量会较第一季度录得增长。\nModel S发力交付\n此前6月10日,特斯拉在弗里蒙特超级工厂旁边的试驾厂举行了Model S Plaid版交付仪式。活动现场,特斯拉CEO马斯克宣布,该公司将于当晚交付25辆Model S Plaid。此外,马斯克还补充表示,很快将每周交付数百辆Model S Plaid,下个季度每周将交付数千辆Model S Plaid。\n在特斯拉正式交付第一批Model S Plaid的几天后,弗里蒙特工厂上空巡查的无人机显示,该公司现在正在批量生产这款车。另外从网友在社交媒体上分享的视频和照片来看,一些Model S Plaid正在运送途中,再加上弗里蒙特工厂内不断增长的Model S车队,特斯拉似乎想要确保这款新发布的汽车能在本季度结束前交付给客户。\n\n近日,据外媒报道,随着2021年第二季度临近结束,特斯拉Model S的交付速度加快。外媒预计,特斯拉二季度的生产和交付都特别紧张,由于新车型发布被推迟,Model S的交付订单大量积压。此外,5月份有1万多辆汽车被搁置发货,这也推迟了许多订单交付,需等到特斯拉推出其新计算机视觉系统。\n特斯拉公布季度交付数据当日及前五日股价历史走势\n2020年Q1至今年Q1,特斯拉连续五个季度的交付量超出市场普遍预期,其中四次在公布当日股价上涨3%以上,如下图所示。随着第二季度临近结束,投资者们或许可以此前几次行情走势图从中找到规律,把握时机,提早布局!","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120669941,"gmtCreate":1624321766883,"gmtModify":1703833330881,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120669941","repostId":"1128496063","repostType":4,"repost":{"id":"1128496063","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624320163,"share":"https://ttm.financial/m/news/1128496063?lang=&edition=fundamental","pubTime":"2021-06-22 08:02","market":"hk","language":"zh","title":"昨夜今晨:道指暴力反弹!中东传大消息","url":"https://stock-news.laohu8.com/highlight/detail?id=1128496063","media":"老虎资讯综合","summary":"摘要:美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅 ;热门中概股周一收盘多数下跌 区块链概念股全线走低 ;拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高;美元汇率大跌","content":"<blockquote>\n 摘要:美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅 ;热门中概股周一收盘多数下跌 区块链概念股全线走低 ;拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高;美元汇率大跌,推动金价收盘大涨0.8%!近期前景看涨;伊朗核谈判或难达成协议,美油收盘大涨近3%!创两年半新高\n</blockquote>\n<p>海外市场</p>\n<p>1、美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅</p>\n<p>美股三大指数周一高开高走全线收涨,从上周的大跌中反弹,此前美联储在议息会议上转向鹰派,引发市场连续抛售。恐慌指数VIX跌13.57%,报17.89点。</p>\n<p>截至收盘,道指涨586.89点,报33876.97点,涨幅为1.76%;纳指涨111.1点,报14141.48点,涨幅为0.79%;标普500指数涨58.34点,报4224.79点,涨幅为1.4%。银行股、能源股集体上涨。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.41%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨0.8%;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.94%;<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.23%;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.71%;奈飞跌0.75%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.4%。</p>\n<p>2、热门中概股周一收盘多数下跌 区块链概念股全线走低</p>\n<p>热门中概股周一收盘多数下跌,区块链概念股全线走低。消息面,央行就虚拟货币交易炒作问题约谈部分银行和支付机构后,<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、支付宝等纷纷发表公告禁止开展比特币等虚拟货币交易。比特币盘中一度跌穿32000美元。</p>\n<p>其它热门中概股方面,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、$嘉银<a href=\"https://laohu8.com/S/KIM\">金科</a>(JFIN)$涨超6%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超5%,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超3%,<a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>、途牛涨超2%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨超1%。<a href=\"https://laohu8.com/S/RERE\">爱回收</a>跌超15%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、雾芯科技跌近5%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>收盘持平。</p>\n<p>3、拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高</p>\n<p>欧洲股市周一(6月21日)尾盘扭转稍早跌势。此前,美联储的强硬表态令全球市场感到不安。</p>\n<p>泛欧斯托克600指数收盘上涨0.70%;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.64%;法国CAC40指数收盘上涨0.51%;德国DAX30指数收盘上涨1.00%;</p>\n<p>4、美元汇率大跌,推动金价收盘大涨0.8%!近期前景看涨</p>\n<p>黄金期货价格上涨0.8%,报收于每盎司1782.90美元,因ICE美元指数大幅下跌0.5%。有分析师指出,就目前而言,投资者应该逢低买入,期待金价出现进一步的反弹。</p>\n<p>5、伊朗核谈判或难达成协议,美油收盘大涨近3%!创两年半新高</p>\n<p>美国WIT期货价格上涨2.8%,报收于每桶73.66美元;国际布伦特油价上涨1.9%,报收于每桶74.90美元,因市场预计伊朗核谈判或难达成协议。</p>\n<p>国际宏观</p>\n<p>1、鲍威尔重申:通胀会向美联储长期目标回落</p>\n<p>美联储主席杰罗姆-鲍威尔表示,一旦供应失衡得到解决,上升的通胀率应该会向央行2%的目标回落。“近几个月通货膨胀已显着上升,” 鲍威尔在为周二向众议院新冠病毒危机特别委员会作证准备的书面发言中说,原因是油价上涨,且随着美国经济重新开放支出出现“反弹”。</p>\n<p>2、美联储分歧展现!“三把手”强调通胀是暂时的,另两位高官再发鹰派言论</p>\n<p>纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>认为通胀明后年会重新降回2%,不应急着改变政策。昔日的「联储大鸽」布拉德则频繁警告通胀存在上行风险,支持减码QE、特别是减少购买MBS的卡普兰也称,量宽适合刺激需求、而非解决当前的供应受限。长端美债收益率反弹上行,短端收益率和美元下跌。</p>\n<p>3、桥水创始人达利欧:美国经济存在过热风险 市场正制造泡沫</p>\n<p>美国前财政部长劳伦斯·萨默斯和桥水创始人瑞·达利欧(Ray Dalio)在卡塔尔经济论坛上表示,美国面临一段时期的经济过热和通货膨胀,可能会威胁到经济复苏,尽管美联储暗示会在发生之前介入。</p>\n<p>4、美联储隔夜逆回购需求再创历史新高</p>\n<p>美联储隔夜逆回购协议工具的使用规模周一飙升至历史新高。68个参与方的使用金额总计达到7651亿美元,超过了上周五的7471亿美元,也高于6月17日创下的7558亿美元的历史纪录。</p>\n<p>5、美国通胀阴云犹在 联储行长及达利欧等敦促收紧货币政策</p>\n<p>达拉斯联储行长罗伯特·卡普兰(Robert Kaplan)表示,他赞成“尽早”缩减购债规模。圣路易斯联储行长詹姆斯·布拉德(James Bullard)称,美联储上周启动对减码的讨论是“恰当之举”。</p>\n<p>“没有人真正知道这一切将如何展开,” 布拉德在一次论坛活动上表示。 “我们必须为通胀上行风险及其进一步升高的可能性做好准备。”</p>\n<p>6、纽约联储主席:今年通胀走高归咎于临时性因素 明年将回落至近2%</p>\n<p>纽约联储主席约翰-<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>(John Williams)周一表示,今年的通货膨胀率走高“主要归咎于”临时性因素,明年应该会回落至美联储设定的目标水平(2%)之内。</p>\n<p>7、美银<a href=\"https://laohu8.com/S/GS\">高盛</a>齐唱多!原油价格可能在年底或明年达到每桶100美元</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>(Bank Of America)的大宗商品策略师弗朗西斯科·布兰奇(Francisco Blanch)周一在一份研究报告中表示,他认为明年油价有理由将可达到每桶100美元。</p>\n<p>8、面对监管重压 华尔街银行布局加密货币仍态度谨慎</p>\n<p>巴塞尔银行监管委员会在6月10日表示,他们计划对任何想要持有比特币等加密货币产品的银行实施针对此类资产最严格的资本金要求。</p>\n<p>该标准制定者表示,如果银行确实在这个波动巨大的市场中扩大产品范围,金融稳定所面临的风险将是巨大的。周一比特币下跌约10%至两周低点,因中国央行表示就为虚拟货币交易炒作提供服务问题约谈了银行和支付机构。这是中国加大对虚拟货币打击力度的最新迹象。</p>\n<p>9、拜登将自上任以来首次与美联储主席鲍威尔进行会谈</p>\n<p>白宫官员表示,美国财政部长珍妮特·耶伦(Janet Yellen)、美联储主席杰罗姆·鲍威尔(Jerome Powell)、美国货币监理署(OCC)新任代理署长迈克尔·许(Michael Hsu)以及商品期货交易委员会(Commodity Futures Trading Commission)、证券交易委员会(Securities And Exchange Commission)和消费者金融保护局(Consumer Financial Protection Bureau)的负责人都将参加此次会议。</p>\n<p>分析称,此次会议标志着拜登与包括鲍威尔在内的许多银行业和金融市场主要联邦监管机构负责人的首次面对面会面,这位美联储主席是由前总统唐纳德·特朗普(Donald Trump)任命的。</p>\n<p>10、美国前财长姆努钦称美联储需要进入政策正常化时期 指市场低估风险</p>\n<p>美国前财政部部长史蒂文·姆努钦表示,他认为通胀将迫使美联储在未来数月和数年内收紧货币政策,而这种情况可能是投资者还没有做好准备的。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/1131452883\" target=\"_blank\">火花思维递交赴美IPO招股书,一季度净亏3.7亿元</a></p>\n<p>火花思维向美国证券交易委员会提交招股书,寻求在纳斯达克全球市场挂牌上市,代码为“SPRK”。招股书显示,火花思维2021年一季度营收4.54亿元,净亏损3.74亿元。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2145317970\" target=\"_blank\">亚马逊股价陷入瓶颈期 会员日大促或仍难推动股价再创新高</a></p>\n<p>分析师估计,2020 年亚马逊 Prime 会员日的销售额将达到 90 亿至 105 亿美元。随着经济重新开放,销售激增可能会鼓励拥有超额储蓄的消费者进行更大的消费。 <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Analytics 认为支出可能达到 110 亿美元。</p>\n<p>亚马逊股价在过去九个交易日中有六个交易日上涨,目前仅比2020 年 9 月创下的历史峰值低 1.3%。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2145031473\" target=\"_blank\">前高管减持逾2.7亿美元特斯拉股票 抛售原因不明</a></p>\n<p>根据最近提交至美国证券交易委员会(SEC)的文件,电动汽车制造商特斯拉公司前高管杰罗姆-吉伦(Jerome Guillen)在6月3日离职后,通过行使股票期权减持了价值逾2.7亿美元的特斯拉股票。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2145802630\" target=\"_blank\">前程无忧达成私有化协议,对价每股79.05美元</a></p>\n<p>前程无忧达成私有化协议,对价每股79.05美元。当前,前程无忧的股票正处于停牌之中,停牌之前股价涨0.47%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:道指暴力反弹!中东传大消息</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昨夜今晨:道指暴力反弹!中东传大消息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-22 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅 ;热门中概股周一收盘多数下跌 区块链概念股全线走低 ;拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高;美元汇率大跌,推动金价收盘大涨0.8%!近期前景看涨;伊朗核谈判或难达成协议,美油收盘大涨近3%!创两年半新高\n</blockquote>\n<p>海外市场</p>\n<p>1、美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅</p>\n<p>美股三大指数周一高开高走全线收涨,从上周的大跌中反弹,此前美联储在议息会议上转向鹰派,引发市场连续抛售。恐慌指数VIX跌13.57%,报17.89点。</p>\n<p>截至收盘,道指涨586.89点,报33876.97点,涨幅为1.76%;纳指涨111.1点,报14141.48点,涨幅为0.79%;标普500指数涨58.34点,报4224.79点,涨幅为1.4%。银行股、能源股集体上涨。</p>\n<p>知名科技股中<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨1.41%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨0.8%;<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.94%;<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.23%;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨0.71%;奈飞跌0.75%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌0.4%。</p>\n<p>2、热门中概股周一收盘多数下跌 区块链概念股全线走低</p>\n<p>热门中概股周一收盘多数下跌,区块链概念股全线走低。消息面,央行就虚拟货币交易炒作问题约谈部分银行和支付机构后,<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、支付宝等纷纷发表公告禁止开展比特币等虚拟货币交易。比特币盘中一度跌穿32000美元。</p>\n<p>其它热门中概股方面,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、$嘉银<a href=\"https://laohu8.com/S/KIM\">金科</a>(JFIN)$涨超6%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超5%,<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超3%,<a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>、途牛涨超2%,<a href=\"https://laohu8.com/S/JD\">京东</a>涨超1%。<a href=\"https://laohu8.com/S/RERE\">爱回收</a>跌超15%,<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、雾芯科技跌近5%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>收盘持平。</p>\n<p>3、拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高</p>\n<p>欧洲股市周一(6月21日)尾盘扭转稍早跌势。此前,美联储的强硬表态令全球市场感到不安。</p>\n<p>泛欧斯托克600指数收盘上涨0.70%;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨0.64%;法国CAC40指数收盘上涨0.51%;德国DAX30指数收盘上涨1.00%;</p>\n<p>4、美元汇率大跌,推动金价收盘大涨0.8%!近期前景看涨</p>\n<p>黄金期货价格上涨0.8%,报收于每盎司1782.90美元,因ICE美元指数大幅下跌0.5%。有分析师指出,就目前而言,投资者应该逢低买入,期待金价出现进一步的反弹。</p>\n<p>5、伊朗核谈判或难达成协议,美油收盘大涨近3%!创两年半新高</p>\n<p>美国WIT期货价格上涨2.8%,报收于每桶73.66美元;国际布伦特油价上涨1.9%,报收于每桶74.90美元,因市场预计伊朗核谈判或难达成协议。</p>\n<p>国际宏观</p>\n<p>1、鲍威尔重申:通胀会向美联储长期目标回落</p>\n<p>美联储主席杰罗姆-鲍威尔表示,一旦供应失衡得到解决,上升的通胀率应该会向央行2%的目标回落。“近几个月通货膨胀已显着上升,” 鲍威尔在为周二向众议院新冠病毒危机特别委员会作证准备的书面发言中说,原因是油价上涨,且随着美国经济重新开放支出出现“反弹”。</p>\n<p>2、美联储分歧展现!“三把手”强调通胀是暂时的,另两位高官再发鹰派言论</p>\n<p>纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>认为通胀明后年会重新降回2%,不应急着改变政策。昔日的「联储大鸽」布拉德则频繁警告通胀存在上行风险,支持减码QE、特别是减少购买MBS的卡普兰也称,量宽适合刺激需求、而非解决当前的供应受限。长端美债收益率反弹上行,短端收益率和美元下跌。</p>\n<p>3、桥水创始人达利欧:美国经济存在过热风险 市场正制造泡沫</p>\n<p>美国前财政部长劳伦斯·萨默斯和桥水创始人瑞·达利欧(Ray Dalio)在卡塔尔经济论坛上表示,美国面临一段时期的经济过热和通货膨胀,可能会威胁到经济复苏,尽管美联储暗示会在发生之前介入。</p>\n<p>4、美联储隔夜逆回购需求再创历史新高</p>\n<p>美联储隔夜逆回购协议工具的使用规模周一飙升至历史新高。68个参与方的使用金额总计达到7651亿美元,超过了上周五的7471亿美元,也高于6月17日创下的7558亿美元的历史纪录。</p>\n<p>5、美国通胀阴云犹在 联储行长及达利欧等敦促收紧货币政策</p>\n<p>达拉斯联储行长罗伯特·卡普兰(Robert Kaplan)表示,他赞成“尽早”缩减购债规模。圣路易斯联储行长詹姆斯·布拉德(James Bullard)称,美联储上周启动对减码的讨论是“恰当之举”。</p>\n<p>“没有人真正知道这一切将如何展开,” 布拉德在一次论坛活动上表示。 “我们必须为通胀上行风险及其进一步升高的可能性做好准备。”</p>\n<p>6、纽约联储主席:今年通胀走高归咎于临时性因素 明年将回落至近2%</p>\n<p>纽约联储主席约翰-<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>(John Williams)周一表示,今年的通货膨胀率走高“主要归咎于”临时性因素,明年应该会回落至美联储设定的目标水平(2%)之内。</p>\n<p>7、美银<a href=\"https://laohu8.com/S/GS\">高盛</a>齐唱多!原油价格可能在年底或明年达到每桶100美元</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>(Bank Of America)的大宗商品策略师弗朗西斯科·布兰奇(Francisco Blanch)周一在一份研究报告中表示,他认为明年油价有理由将可达到每桶100美元。</p>\n<p>8、面对监管重压 华尔街银行布局加密货币仍态度谨慎</p>\n<p>巴塞尔银行监管委员会在6月10日表示,他们计划对任何想要持有比特币等加密货币产品的银行实施针对此类资产最严格的资本金要求。</p>\n<p>该标准制定者表示,如果银行确实在这个波动巨大的市场中扩大产品范围,金融稳定所面临的风险将是巨大的。周一比特币下跌约10%至两周低点,因中国央行表示就为虚拟货币交易炒作提供服务问题约谈了银行和支付机构。这是中国加大对虚拟货币打击力度的最新迹象。</p>\n<p>9、拜登将自上任以来首次与美联储主席鲍威尔进行会谈</p>\n<p>白宫官员表示,美国财政部长珍妮特·耶伦(Janet Yellen)、美联储主席杰罗姆·鲍威尔(Jerome Powell)、美国货币监理署(OCC)新任代理署长迈克尔·许(Michael Hsu)以及商品期货交易委员会(Commodity Futures Trading Commission)、证券交易委员会(Securities And Exchange Commission)和消费者金融保护局(Consumer Financial Protection Bureau)的负责人都将参加此次会议。</p>\n<p>分析称,此次会议标志着拜登与包括鲍威尔在内的许多银行业和金融市场主要联邦监管机构负责人的首次面对面会面,这位美联储主席是由前总统唐纳德·特朗普(Donald Trump)任命的。</p>\n<p>10、美国前财长姆努钦称美联储需要进入政策正常化时期 指市场低估风险</p>\n<p>美国前财政部部长史蒂文·姆努钦表示,他认为通胀将迫使美联储在未来数月和数年内收紧货币政策,而这种情况可能是投资者还没有做好准备的。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/1131452883\" target=\"_blank\">火花思维递交赴美IPO招股书,一季度净亏3.7亿元</a></p>\n<p>火花思维向美国证券交易委员会提交招股书,寻求在纳斯达克全球市场挂牌上市,代码为“SPRK”。招股书显示,火花思维2021年一季度营收4.54亿元,净亏损3.74亿元。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2145317970\" target=\"_blank\">亚马逊股价陷入瓶颈期 会员日大促或仍难推动股价再创新高</a></p>\n<p>分析师估计,2020 年亚马逊 Prime 会员日的销售额将达到 90 亿至 105 亿美元。随着经济重新开放,销售激增可能会鼓励拥有超额储蓄的消费者进行更大的消费。 <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Analytics 认为支出可能达到 110 亿美元。</p>\n<p>亚马逊股价在过去九个交易日中有六个交易日上涨,目前仅比2020 年 9 月创下的历史峰值低 1.3%。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2145031473\" target=\"_blank\">前高管减持逾2.7亿美元特斯拉股票 抛售原因不明</a></p>\n<p>根据最近提交至美国证券交易委员会(SEC)的文件,电动汽车制造商特斯拉公司前高管杰罗姆-吉伦(Jerome Guillen)在6月3日离职后,通过行使股票期权减持了价值逾2.7亿美元的特斯拉股票。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2145802630\" target=\"_blank\">前程无忧达成私有化协议,对价每股79.05美元</a></p>\n<p>前程无忧达成私有化协议,对价每股79.05美元。当前,前程无忧的股票正处于停牌之中,停牌之前股价涨0.47%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","DOG":"道指反向ETF","DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128496063","content_text":"摘要:美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅 ;热门中概股周一收盘多数下跌 区块链概念股全线走低 ;拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高;美元汇率大跌,推动金价收盘大涨0.8%!近期前景看涨;伊朗核谈判或难达成协议,美油收盘大涨近3%!创两年半新高\n\n海外市场\n1、美股高开高走全线收涨,道指大涨近600点!创3月来最大单日涨幅\n美股三大指数周一高开高走全线收涨,从上周的大跌中反弹,此前美联储在议息会议上转向鹰派,引发市场连续抛售。恐慌指数VIX跌13.57%,报17.89点。\n截至收盘,道指涨586.89点,报33876.97点,涨幅为1.76%;纳指涨111.1点,报14141.48点,涨幅为0.79%;标普500指数涨58.34点,报4224.79点,涨幅为1.4%。银行股、能源股集体上涨。\n知名科技股中苹果涨1.41%;Facebook涨0.8%;亚马逊跌0.94%;微软涨1.23%;谷歌涨0.71%;奈飞跌0.75%;特斯拉跌0.4%。\n2、热门中概股周一收盘多数下跌 区块链概念股全线走低\n热门中概股周一收盘多数下跌,区块链概念股全线走低。消息面,央行就虚拟货币交易炒作问题约谈部分银行和支付机构后,工商银行、农业银行、支付宝等纷纷发表公告禁止开展比特币等虚拟货币交易。比特币盘中一度跌穿32000美元。\n其它热门中概股方面,新东方、$嘉银金科(JFIN)$涨超6%,高途涨超5%,微博、好未来涨超3%,前程无忧、途牛涨超2%,京东涨超1%。爱回收跌超15%,知乎、斗鱼、雾芯科技跌近5%,哔哩哔哩、BOSS直聘跌超4%,理想汽车收盘持平。\n3、拉加德称现在讨论何时结束刺激措施“为时过早” 欧股周一全线收高\n欧洲股市周一(6月21日)尾盘扭转稍早跌势。此前,美联储的强硬表态令全球市场感到不安。\n泛欧斯托克600指数收盘上涨0.70%;英国富时100指数收盘上涨0.64%;法国CAC40指数收盘上涨0.51%;德国DAX30指数收盘上涨1.00%;\n4、美元汇率大跌,推动金价收盘大涨0.8%!近期前景看涨\n黄金期货价格上涨0.8%,报收于每盎司1782.90美元,因ICE美元指数大幅下跌0.5%。有分析师指出,就目前而言,投资者应该逢低买入,期待金价出现进一步的反弹。\n5、伊朗核谈判或难达成协议,美油收盘大涨近3%!创两年半新高\n美国WIT期货价格上涨2.8%,报收于每桶73.66美元;国际布伦特油价上涨1.9%,报收于每桶74.90美元,因市场预计伊朗核谈判或难达成协议。\n国际宏观\n1、鲍威尔重申:通胀会向美联储长期目标回落\n美联储主席杰罗姆-鲍威尔表示,一旦供应失衡得到解决,上升的通胀率应该会向央行2%的目标回落。“近几个月通货膨胀已显着上升,” 鲍威尔在为周二向众议院新冠病毒危机特别委员会作证准备的书面发言中说,原因是油价上涨,且随着美国经济重新开放支出出现“反弹”。\n2、美联储分歧展现!“三把手”强调通胀是暂时的,另两位高官再发鹰派言论\n纽约联储主席威廉姆斯认为通胀明后年会重新降回2%,不应急着改变政策。昔日的「联储大鸽」布拉德则频繁警告通胀存在上行风险,支持减码QE、特别是减少购买MBS的卡普兰也称,量宽适合刺激需求、而非解决当前的供应受限。长端美债收益率反弹上行,短端收益率和美元下跌。\n3、桥水创始人达利欧:美国经济存在过热风险 市场正制造泡沫\n美国前财政部长劳伦斯·萨默斯和桥水创始人瑞·达利欧(Ray Dalio)在卡塔尔经济论坛上表示,美国面临一段时期的经济过热和通货膨胀,可能会威胁到经济复苏,尽管美联储暗示会在发生之前介入。\n4、美联储隔夜逆回购需求再创历史新高\n美联储隔夜逆回购协议工具的使用规模周一飙升至历史新高。68个参与方的使用金额总计达到7651亿美元,超过了上周五的7471亿美元,也高于6月17日创下的7558亿美元的历史纪录。\n5、美国通胀阴云犹在 联储行长及达利欧等敦促收紧货币政策\n达拉斯联储行长罗伯特·卡普兰(Robert Kaplan)表示,他赞成“尽早”缩减购债规模。圣路易斯联储行长詹姆斯·布拉德(James Bullard)称,美联储上周启动对减码的讨论是“恰当之举”。\n“没有人真正知道这一切将如何展开,” 布拉德在一次论坛活动上表示。 “我们必须为通胀上行风险及其进一步升高的可能性做好准备。”\n6、纽约联储主席:今年通胀走高归咎于临时性因素 明年将回落至近2%\n纽约联储主席约翰-威廉姆斯(John Williams)周一表示,今年的通货膨胀率走高“主要归咎于”临时性因素,明年应该会回落至美联储设定的目标水平(2%)之内。\n7、美银高盛齐唱多!原油价格可能在年底或明年达到每桶100美元\n美国银行(Bank Of America)的大宗商品策略师弗朗西斯科·布兰奇(Francisco Blanch)周一在一份研究报告中表示,他认为明年油价有理由将可达到每桶100美元。\n8、面对监管重压 华尔街银行布局加密货币仍态度谨慎\n巴塞尔银行监管委员会在6月10日表示,他们计划对任何想要持有比特币等加密货币产品的银行实施针对此类资产最严格的资本金要求。\n该标准制定者表示,如果银行确实在这个波动巨大的市场中扩大产品范围,金融稳定所面临的风险将是巨大的。周一比特币下跌约10%至两周低点,因中国央行表示就为虚拟货币交易炒作提供服务问题约谈了银行和支付机构。这是中国加大对虚拟货币打击力度的最新迹象。\n9、拜登将自上任以来首次与美联储主席鲍威尔进行会谈\n白宫官员表示,美国财政部长珍妮特·耶伦(Janet Yellen)、美联储主席杰罗姆·鲍威尔(Jerome Powell)、美国货币监理署(OCC)新任代理署长迈克尔·许(Michael Hsu)以及商品期货交易委员会(Commodity Futures Trading Commission)、证券交易委员会(Securities And Exchange Commission)和消费者金融保护局(Consumer Financial Protection Bureau)的负责人都将参加此次会议。\n分析称,此次会议标志着拜登与包括鲍威尔在内的许多银行业和金融市场主要联邦监管机构负责人的首次面对面会面,这位美联储主席是由前总统唐纳德·特朗普(Donald Trump)任命的。\n10、美国前财长姆努钦称美联储需要进入政策正常化时期 指市场低估风险\n美国前财政部部长史蒂文·姆努钦表示,他认为通胀将迫使美联储在未来数月和数年内收紧货币政策,而这种情况可能是投资者还没有做好准备的。\n公司新闻\n1、火花思维递交赴美IPO招股书,一季度净亏3.7亿元\n火花思维向美国证券交易委员会提交招股书,寻求在纳斯达克全球市场挂牌上市,代码为“SPRK”。招股书显示,火花思维2021年一季度营收4.54亿元,净亏损3.74亿元。\n2、亚马逊股价陷入瓶颈期 会员日大促或仍难推动股价再创新高\n分析师估计,2020 年亚马逊 Prime 会员日的销售额将达到 90 亿至 105 亿美元。随着经济重新开放,销售激增可能会鼓励拥有超额储蓄的消费者进行更大的消费。 Adobe Analytics 认为支出可能达到 110 亿美元。\n亚马逊股价在过去九个交易日中有六个交易日上涨,目前仅比2020 年 9 月创下的历史峰值低 1.3%。\n3、前高管减持逾2.7亿美元特斯拉股票 抛售原因不明\n根据最近提交至美国证券交易委员会(SEC)的文件,电动汽车制造商特斯拉公司前高管杰罗姆-吉伦(Jerome Guillen)在6月3日离职后,通过行使股票期权减持了价值逾2.7亿美元的特斯拉股票。\n4、前程无忧达成私有化协议,对价每股79.05美元\n前程无忧达成私有化协议,对价每股79.05美元。当前,前程无忧的股票正处于停牌之中,停牌之前股价涨0.47%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120687105,"gmtCreate":1624321715807,"gmtModify":1703833328611,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120687105","repostId":"2145034445","repostType":4,"repost":{"id":"2145034445","kind":"highlight","pubTimestamp":1624321277,"share":"https://ttm.financial/m/news/2145034445?lang=&edition=fundamental","pubTime":"2021-06-22 08:21","market":"hk","language":"zh","title":"原油关键价差创7年新高,上一次油价涨到100美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2145034445","media":"华尔街见闻","summary":"周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里,排序第三位和第四位合约价差超过1美元的情况只出现过两次,且随后国际油价都超过了100美元/桶。","content":"<p>不知不觉当中,国际原油价格又升高了。6月21日周一,国际原油期货连涨两日,创逾两年半新高。</p>\n<p>其中,WTI 7月原油期货收涨2.82%,报73.66美元/桶,刷新上周三所创的2018年10月10日以来即月合约收盘新高;布伦特8月原油期货一度逼近75美元,收涨1.89%,报74.90美元/桶,创2018年10月31日以来新高。</p>\n<p>当然这次还有一个指标显示,油价可能还没涨到高点——<b>随着交易员们押注美国原油库存将大幅收紧,原油期货合约的主要价差已经升至七年以来最宽。</b></p>\n<p>彭博表示,周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里,排序第三位和第四位合约价差超过1美元的情况只出现过两次,分别是2008年、以及2013年中至2014年中。</p>\n<p><b>尤为值得关注的是,过去出现这一关键价差超过1美元情形的两个时间段,国际油价都超过了100美元/桶。</b></p>\n<p>对此彭博解释称,这一价差预示着一些人预计石油供应正在大幅收紧,主要是随着经济重开,美国的公路和航空旅行增加。从供应的角度,页岩油生产商严守财务纪录也在限制产量增长。</p>\n<p><b>与此同时,越来越多的人也在预测油价即将破百。</b></p>\n<p>上周,维多 (Vitol Group)、<a href=\"https://laohu8.com/S/GLEN.UK\">嘉能可</a> (Glencore Plc)和托克 (Trafigura Group)等大型石油贸易公司的高管们表示,油价升至每桶100美元的可能性切实存在,原因是在需求还未见顶、绿色替代能源还无法填补缺口的时候,对新供应的投资已经出现放缓。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>则给出了迄今为止主要华尔街预测机构中最乐观的预测。</p>\n<p>美国银行大宗商品研究主管Francisco Blanch也认为,随着全球旅行需求反弹,油价明年可能飙升至每桶100美元。Blanch表示,目前原油库存低于五年平均水平,被压抑的旅行需求和供应面投资受限可能会在2022年将原油价格短暂推高至100美元/桶。</p>","source":"wallstreetcn_api","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>原油关键价差创7年新高,上一次油价涨到100美元</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原油关键价差创7年新高,上一次油价涨到100美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 08:21 北京时间 <a href=https://wallstreetcn.com/articles/3633474><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不知不觉当中,国际原油价格又升高了。6月21日周一,国际原油期货连涨两日,创逾两年半新高。\n其中,WTI 7月原油期货收涨2.82%,报73.66美元/桶,刷新上周三所创的2018年10月10日以来即月合约收盘新高;布伦特8月原油期货一度逼近75美元,收涨1.89%,报74.90美元/桶,创2018年10月31日以来新高。\n当然这次还有一个指标显示,油价可能还没涨到高点——随着交易员们押注美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633474\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50ab1228da008e61faa75a03abe0e560","relate_stocks":{"DUG":"二倍做空石油与天然气ETF(ProShares)","SCO":"二倍做空彭博原油指数ETF","UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF"},"source_url":"https://wallstreetcn.com/articles/3633474","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145034445","content_text":"不知不觉当中,国际原油价格又升高了。6月21日周一,国际原油期货连涨两日,创逾两年半新高。\n其中,WTI 7月原油期货收涨2.82%,报73.66美元/桶,刷新上周三所创的2018年10月10日以来即月合约收盘新高;布伦特8月原油期货一度逼近75美元,收涨1.89%,报74.90美元/桶,创2018年10月31日以来新高。\n当然这次还有一个指标显示,油价可能还没涨到高点——随着交易员们押注美国原油库存将大幅收紧,原油期货合约的主要价差已经升至七年以来最宽。\n彭博表示,周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里,排序第三位和第四位合约价差超过1美元的情况只出现过两次,分别是2008年、以及2013年中至2014年中。\n尤为值得关注的是,过去出现这一关键价差超过1美元情形的两个时间段,国际油价都超过了100美元/桶。\n对此彭博解释称,这一价差预示着一些人预计石油供应正在大幅收紧,主要是随着经济重开,美国的公路和航空旅行增加。从供应的角度,页岩油生产商严守财务纪录也在限制产量增长。\n与此同时,越来越多的人也在预测油价即将破百。\n上周,维多 (Vitol Group)、嘉能可 (Glencore Plc)和托克 (Trafigura Group)等大型石油贸易公司的高管们表示,油价升至每桶100美元的可能性切实存在,原因是在需求还未见顶、绿色替代能源还无法填补缺口的时候,对新供应的投资已经出现放缓。\n美国银行则给出了迄今为止主要华尔街预测机构中最乐观的预测。\n美国银行大宗商品研究主管Francisco Blanch也认为,随着全球旅行需求反弹,油价明年可能飙升至每桶100美元。Blanch表示,目前原油库存低于五年平均水平,被压抑的旅行需求和供应面投资受限可能会在2022年将原油价格短暂推高至100美元/桶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168150787,"gmtCreate":1623967707549,"gmtModify":1703824732189,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666 ? ","listText":"666 ? ","text":"666 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168150787","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"鹰派信号!美联储逐步变脸,楼市股市咋整?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目,美国是否加息,何时加息?\n当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息","content":"<p>全球瞩目,美国是否加息,何时加息?</p>\n<p>当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息的预期,中位数预测暗示,美联储将在2023年前加息2次。</p>\n<p>利率或从0.1%升至0.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来说,美联储对物价的担忧提高,鹰派信号初现。这对我国股市、楼市会有什么影响,杠杆游戏根据此次议息会议的细节,展开谈一谈。</p>\n<p><b>1、鹰派转向信号值得重视!</b></p>\n<p>18位委员中有13人支持在2023年底前,至少加息1次。美联储对美国经济比较有信心,他们认为2021年美国GDP将增长7.0%,而3月份会议的预测为6.5%。</p>\n<p>美联储还将2023年的实际GDP预测,从之前预期的2.2%上调至2.4%。伴随经济的较好复苏,物价和货币政策问题自然来了。</p>\n<p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p>华泰期货做了一个统计,杠杆游戏觉得非常有意义,并致谢。</p>\n<p>美联储官员的加息路径点阵图显示,到2023年底,美联储或许将加息2次。</p>\n<p>FOMC(美联储的公开市场委员会)6月点阵图显示,18 位委员中有13人支持在2023 年底前至少加息1次,而3月为7位。</p>\n<p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|<a href=\"https://laohu8.com/S/000686\">东北证券</a>(特此感谢)</p>\n<p>11位委员预计到2023年底至少加息2次,7名委员预计在2022年开始加息。3月为4位。</p>\n<p>而3月份的点阵图中位数预测值暗示,到2023年底前不会加息。</p>\n<p><b>2、美联储主席鲍威尔总体认为,现在讨论加息还为时过早,关键是为什么?</b></p>\n<p>当然,美联储准备将超额准备金利率(IOER)从0.1%,调整至0.15%,也就是说,面对流动性过剩,美联储其实也在适当出手。</p>\n<p>不过说得很清楚,将继续每月增持至少800亿美元的国债,以及至少400亿美元的住房抵押贷款支持证券,直到充分就业和物价稳定目标取得实质性进展。</p>\n<p>这里杠杆游戏要多一句嘴,什么算充分就业和物价稳定目标?</p>\n<p>比如美国4月、5月新增非农就业人口分别为27.8万和55.9万,均低于预期。与黑天鹅前水平相比,5月就业人数依然减少了约760万。</p>\n<p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|东北证券(特此感谢)</p>\n<p>美联储预计2021年失业率将降至4.5%(与3月的预测持平),2022年和2023年失业率将分别降至3.8%和3.5%——到此,回到非常低的水平,大概算是合格;</p>\n<p>同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下,然后才会有所缓和——物价指标应该算达标。</p>\n<p>所以,我的结论就是,美国人在乎的是经济,简单说就是就业指标。</p>\n<p><b>3、美国货币政策正常化可能加快,值得重视,但股市应该暂时无忧。</b></p>\n<p>从上文美联储委员对加息的态度人数变化看,杠杆游戏基本可以认为,加息节奏较此前大大加快。</p>\n<p>虽然目前还没有加息的信号,但提前到来是可能的。同时,鲍威尔已经准备讨论缩减购债,鹰派显露无疑,那么美元短期内有支撑,人民币汇率震荡为主。</p>\n<p>但因为中美流动性总体宽松。如我们的M2,5月末227.54万亿元,同比增长8.3%,增速比上月末高0.2个百分点。</p>\n<p>同时无论中美央行,与市场的沟通都较为充分、透明,谁都不会货币政策突然转向。</p>\n<p>所以股市总体不会恐慌,趋势性下跌不会出现。</p>\n<p><b>4、内需还是有点弱,外需支撑生产高景气,房地产和投资这个时候不能太凉。</b></p>\n<p>6月16日是很有意思的一天,美国通报他们的议息会议部分声明,我们发布了多项经济指标。</p>\n<p>我们可以看,工业生产其实略走弱,外需仍是重要支撑。</p>\n<p>首创证券统计发现,比如5月规上工业增加值两年平均增速为6.6%,较前值略降0.2个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|首创证券(特此感谢)</p>\n<p>出口交货值复合增速有较大回落,与5月出口大幅回落相呼应,但如果没有出口的高增长,工业数据会下滑更多。</p>\n<p>总体来说,外需见顶回落,生产和出口下一步略有影响是一定的。</p>\n<p>而固投方面,同比增长15.4%。但房屋新开工面积连续两个月负增长,竣工面积本月大幅提速,同比转正为5.0%,短期内房地产投资仍有支撑,长期存在一定的压力。</p>\n<p>同时债务管理的加强,固定投资的回落大概率。</p>\n<p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>5月社零销售增长12.4%,小幅低于市场预期的12.8%,前值为17.7%。</p>\n<p>总的来说,杠杆游戏认为,内需马马虎虎,出口见顶,那么,房地产打压归打压,不能搞得太难看。</p>\n<p><b>5、三季度美国是否有流动性拐点,值得注意。</b></p>\n<p>无论全球房价,还是大宗商品,以及美国股市,资产价格大涨本质这一轮都是流动性主导的。</p>\n<p>现在问题来了,三季度美国流动性是否有拐点?上文杠杆游戏写了,美联储有缩量的信号,超额准备金利率略有提高。</p>\n<p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|<a href=\"https://laohu8.com/S/601878\">浙商证券</a>(特此感谢)</p>\n<p>3季度杠杆游戏认为,第一幅度小,第二是个试探,同时我国央行上一轮的出牌已经证明,“以我为主”——只要美国不加息,资金回美追求高收益的世界趋势,应该不会到来。</p>\n<p>单这个角度说,2021年,我国股市不至于看空;楼市,只是对投机表现出异常严厉的态度,如上所述,经济的稳定还需要它。</p>\n<p>需要注意的是,3季度,比如7、8月,美联储始正式讨论削减QE,2021年底或2022年初开始削减QE,这些基本已在市场预期内。</p>\n<p>尽管如此,这对任何国家的货币政策,起码都是掣肘。</p>\n<p><b>6、结论:2021年股市基本不会受美国影响,楼市以我为主。</b>前者杠杆游戏的意思是,不要担心流动性。</p>\n<p>后者我的意思是,楼市打击投机,将贯穿2021年始终。但地方对楼市的操盘能力,也是越来越纯熟,保障一定的价格和销量,从来都有自己办法。</p>\n<p>何况,水又没减少。</p>","source":"lsy1574902984297","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>鹰派信号!美联储逐步变脸,楼市股市咋整?</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; 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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鹰派信号!美联储逐步变脸,楼市股市咋整?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 21:05 北京时间 <a href=https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw><strong>杠杆游戏</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球瞩目,美国是否加息,何时加息?\n当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息的预期,中位数预测暗示,美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说,美联储对物价的担忧提高,鹰派信号初现。这对我国股市、楼市会有什么影响,杠杆游戏根据此次议息会议的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"513500":"标普500ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","QLD":"纳指两倍做多ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","OEX":"标普100","QID":"纳指两倍做空ETF"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目,美国是否加息,何时加息?\n当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息的预期,中位数预测暗示,美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说,美联储对物价的担忧提高,鹰派信号初现。这对我国股市、楼市会有什么影响,杠杆游戏根据此次议息会议的细节,展开谈一谈。\n1、鹰派转向信号值得重视!\n18位委员中有13人支持在2023年底前,至少加息1次。美联储对美国经济比较有信心,他们认为2021年美国GDP将增长7.0%,而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测,从之前预期的2.2%上调至2.4%。伴随经济的较好复苏,物价和货币政策问题自然来了。\n\n华泰期货做了一个统计,杠杆游戏觉得非常有意义,并致谢。\n美联储官员的加息路径点阵图显示,到2023年底,美联储或许将加息2次。\nFOMC(美联储的公开市场委员会)6月点阵图显示,18 位委员中有13人支持在2023 年底前至少加息1次,而3月为7位。\n\n图表来源|东北证券(特此感谢)\n11位委员预计到2023年底至少加息2次,7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示,到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为,现在讨论加息还为时过早,关键是为什么?\n当然,美联储准备将超额准备金利率(IOER)从0.1%,调整至0.15%,也就是说,面对流动性过剩,美联储其实也在适当出手。\n不过说得很清楚,将继续每月增持至少800亿美元的国债,以及至少400亿美元的住房抵押贷款支持证券,直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴,什么算充分就业和物价稳定目标?\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万,均低于预期。与黑天鹅前水平相比,5月就业人数依然减少了约760万。\n\n图表来源|东北证券(特此感谢)\n美联储预计2021年失业率将降至4.5%(与3月的预测持平),2022年和2023年失业率将分别降至3.8%和3.5%——到此,回到非常低的水平,大概算是合格;\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下,然后才会有所缓和——物价指标应该算达标。\n所以,我的结论就是,美国人在乎的是经济,简单说就是就业指标。\n3、美国货币政策正常化可能加快,值得重视,但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看,杠杆游戏基本可以认为,加息节奏较此前大大加快。\n虽然目前还没有加息的信号,但提前到来是可能的。同时,鲍威尔已经准备讨论缩减购债,鹰派显露无疑,那么美元短期内有支撑,人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2,5月末227.54万亿元,同比增长8.3%,增速比上月末高0.2个百分点。\n同时无论中美央行,与市场的沟通都较为充分、透明,谁都不会货币政策突然转向。\n所以股市总体不会恐慌,趋势性下跌不会出现。\n4、内需还是有点弱,外需支撑生产高景气,房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天,美国通报他们的议息会议部分声明,我们发布了多项经济指标。\n我们可以看,工业生产其实略走弱,外需仍是重要支撑。\n首创证券统计发现,比如5月规上工业增加值两年平均增速为6.6%,较前值略降0.2个百分点。\n\n图表来源|首创证券(特此感谢)\n出口交货值复合增速有较大回落,与5月出口大幅回落相呼应,但如果没有出口的高增长,工业数据会下滑更多。\n总体来说,外需见顶回落,生产和出口下一步略有影响是一定的。\n而固投方面,同比增长15.4%。但房屋新开工面积连续两个月负增长,竣工面积本月大幅提速,同比转正为5.0%,短期内房地产投资仍有支撑,长期存在一定的压力。\n同时债务管理的加强,固定投资的回落大概率。\n\n5月社零销售增长12.4%,小幅低于市场预期的12.8%,前值为17.7%。\n总的来说,杠杆游戏认为,内需马马虎虎,出口见顶,那么,房地产打压归打压,不能搞得太难看。\n5、三季度美国是否有流动性拐点,值得注意。\n无论全球房价,还是大宗商品,以及美国股市,资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了,三季度美国流动性是否有拐点?上文杠杆游戏写了,美联储有缩量的信号,超额准备金利率略有提高。\n\n图表来源|浙商证券(特此感谢)\n3季度杠杆游戏认为,第一幅度小,第二是个试探,同时我国央行上一轮的出牌已经证明,“以我为主”——只要美国不加息,资金回美追求高收益的世界趋势,应该不会到来。\n单这个角度说,2021年,我国股市不至于看空;楼市,只是对投机表现出异常严厉的态度,如上所述,经济的稳定还需要它。\n需要注意的是,3季度,比如7、8月,美联储始正式讨论削减QE,2021年底或2022年初开始削减QE,这些基本已在市场预期内。\n尽管如此,这对任何国家的货币政策,起码都是掣肘。\n6、结论:2021年股市基本不会受美国影响,楼市以我为主。前者杠杆游戏的意思是,不要担心流动性。\n后者我的意思是,楼市打击投机,将贯穿2021年始终。但地方对楼市的操盘能力,也是越来越纯熟,保障一定的价格和销量,从来都有自己办法。\n何况,水又没减少。","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9096023919,"gmtCreate":1644271912415,"gmtModify":1676533905636,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"pls 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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096023679","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rose in Morning Trading</title>\n<style 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stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353744430,"gmtCreate":1616542208820,"gmtModify":1704795368007,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Like! 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","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353744430","repostId":"1183411541","repostType":4,"repost":{"id":"1183411541","kind":"news","pubTimestamp":1616512675,"share":"https://ttm.financial/m/news/1183411541?lang=&edition=fundamental","pubTime":"2021-03-23 23:17","market":"us","language":"en","title":"Pension funds have to buy bonds to rebalance portfolios, and that might be good for stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1183411541","media":"cnbc","summary":"KEY POINTS\n\nBond yields could head lower into next week, as pensions and other big investors buy bon","content":"<div>\n<p>KEY POINTS\n\nBond yields could head lower into next week, as pensions and other big investors buy bonds to rebalance their portfolios for the end of the quarter.\nBig investors would also have to shave ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/23/pension-funds-have-to-buy-bonds-to-rebalance-portfolios-and-that-might-be-good-for-stocks.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pension funds have to buy bonds to rebalance portfolios, and that might be good for stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nPension funds have to buy bonds to rebalance portfolios, and that might be good for stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 23:17 GMT+8 <a href=https://www.cnbc.com/2021/03/23/pension-funds-have-to-buy-bonds-to-rebalance-portfolios-and-that-might-be-good-for-stocks.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nBond yields could head lower into next week, as pensions and other big investors buy bonds to rebalance their portfolios for the end of the quarter.\nBig investors would also have to shave ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/23/pension-funds-have-to-buy-bonds-to-rebalance-portfolios-and-that-might-be-good-for-stocks.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/03/23/pension-funds-have-to-buy-bonds-to-rebalance-portfolios-and-that-might-be-good-for-stocks.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183411541","content_text":"KEY POINTS\n\nBond yields could head lower into next week, as pensions and other big investors buy bonds to rebalance their portfolios for the end of the quarter.\nBig investors would also have to shave down stock positions to bring their asset allocations in line after the nearly 5% first-quarter gain in the S&P 500.\nStocks normally might be under pressure from the selling, but strategists say the recent performance has been tied to bond yields, and falling yields could draw in buyers, especially to growth stocks.\n\nPension funds and other major investors should be big buyers of bonds during the next week or so, as they rebalance their holdings to make up for the bond market’s first quarter sell-off.\nThat could send bond yields lower, at least temporarily.\nWells Fargo’s Michael Schumacher estimates corporate pension funds will have to make up a gap in bond holdings of about $125 billion, the biggest shortfall in about a decade. Schumacher, director of rates at Wells, said not all of that activity will come before quarter-end, but he expects to see about $25 billion in buying to make up for that gap by March 31.\nWhat happens to stocks is less clear. Normally, stocks would be under selling pressure as big investors rebalance by also reducing holdings because of the stock market’s positive performance. The S&P 500 is up 4.9% this quarter, and the same investors would be trimming holdings in equities as they add to bonds.\nBut the stock market has been held hostage recently by rising interest rates, and whenever the yields have stabilized, stocks have done better. As yields slipped Monday, stocks rallied, especially the Nasdaq which has been hurt most by rising yields.\n\n“That’s the tug of war that’s going on. On the one hand, you know there’s stock to sell because of the rebalance, but on the other hand the market has been very, very sensitive to yields that are stable to lower,” said Julian Emanuel, head of equity and derivatives strategy at BTIG. “That could be one of the catalysts that break stocks out of the trading range.”\nThe bond market sell-off has been swift. The 10-year Treasury yield started the year at 0.93% and reached a high of 1.75% last week. On Monday, the yield slipped to 1.68%. That move lower was positive for stocks. The S&P 500 was up 0.7% to 3,940, while the Nasdaq jumped 1.2% to 13,377.\nThe FANG names —Facebook,Amazon,Netflix and Google parent Alphabet— were higher Monday, as was Apple,another tech stock punished as interest rates rose.\nEmanuel has said the selling in FANG has been overdone, and he expects growth stocks to benefit from the quarter end decline in rates.\n“We are firmly in the camp that despite the fact we think value over growth works in the long term, in the near term, upside is definitely going to be led by a moderation in the decline in bond yields spurring outperformance in large cap tech, specifically FANG,” he said.\nEmanuel said the stock market could actually be at an inflection point.\n“Between now and the beginning of April, we think the market is going to make its intentions known,” he said. “Whether it’s broad upside led by the laggards with financials participating or this whole idea of even if bond yields behave that the bloom is off the near term rose for the cyclical value trade,” he said. “It could be a substantial movement on the order of 10% one way or the other.”\nSchumacher said the activity should drive yields lower, at least temporarily. “We should have yields coming down and a little bit of stabilization for a few weeks, and then I would suspect they’ll be back to their old tricks and start climbing again,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095315255,"gmtCreate":1644822888964,"gmtModify":1676533965251,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095315255","repostId":"1179055183","repostType":4,"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150245969,"gmtCreate":1624918330551,"gmtModify":1703847693595,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/150245969","repostId":"1189694806","repostType":4,"repost":{"id":"1189694806","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624894784,"share":"https://ttm.financial/m/news/1189694806?lang=&edition=fundamental","pubTime":"2021-06-28 23:39","market":"us","language":"zh","title":"【异动】造车新势力彻底爆发,蔚来汽车涨9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189694806","media":"老虎资讯综合","summary":"6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。","content":"<p>6月28日,中概新能源车股持续走高,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】造车新势力彻底爆发,蔚来汽车涨9%</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【异动】造车新势力彻底爆发,蔚来汽车涨9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-28 23:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月28日,中概新能源车股持续走高,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨9%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超7%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超6%。</p>\n<p><img src=\"https://static.tigerbbs.com/51155eb57192c0b7db9dad0dfa6326f3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189694806","content_text":"6月28日,中概新能源车股持续走高,蔚来涨9%,理想汽车涨超7%,小鹏汽车涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168150787,"gmtCreate":1623967707549,"gmtModify":1703824732189,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666 ? ","listText":"666 ? ","text":"666 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168150787","repostId":"1111690771","repostType":4,"repost":{"id":"1111690771","kind":"news","pubTimestamp":1623935139,"share":"https://ttm.financial/m/news/1111690771?lang=&edition=fundamental","pubTime":"2021-06-17 21:05","market":"us","language":"zh","title":"鹰派信号!美联储逐步变脸,楼市股市咋整?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111690771","media":"杠杆游戏","summary":"全球瞩目,美国是否加息,何时加息?\n当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息","content":"<p>全球瞩目,美国是否加息,何时加息?</p>\n<p>当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息的预期,中位数预测暗示,美联储将在2023年前加息2次。</p>\n<p>利率或从0.1%升至0.6%。</p>\n<p><img src=\"https://static.tigerbbs.com/d41cae1274b855b1881c45df621f92f1\" tg-width=\"650\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p>\n<p>总体来说,美联储对物价的担忧提高,鹰派信号初现。这对我国股市、楼市会有什么影响,杠杆游戏根据此次议息会议的细节,展开谈一谈。</p>\n<p><b>1、鹰派转向信号值得重视!</b></p>\n<p>18位委员中有13人支持在2023年底前,至少加息1次。美联储对美国经济比较有信心,他们认为2021年美国GDP将增长7.0%,而3月份会议的预测为6.5%。</p>\n<p>美联储还将2023年的实际GDP预测,从之前预期的2.2%上调至2.4%。伴随经济的较好复苏,物价和货币政策问题自然来了。</p>\n<p><img src=\"https://static.tigerbbs.com/66259bd1ce43d9289e0638c6cb914df7\" tg-width=\"650\" tg-height=\"257\" referrerpolicy=\"no-referrer\"></p>\n<p>华泰期货做了一个统计,杠杆游戏觉得非常有意义,并致谢。</p>\n<p>美联储官员的加息路径点阵图显示,到2023年底,美联储或许将加息2次。</p>\n<p>FOMC(美联储的公开市场委员会)6月点阵图显示,18 位委员中有13人支持在2023 年底前至少加息1次,而3月为7位。</p>\n<p><img src=\"https://static.tigerbbs.com/13dc861d49dae295f65371658fe551af\" tg-width=\"528\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|<a href=\"https://laohu8.com/S/000686\">东北证券</a>(特此感谢)</p>\n<p>11位委员预计到2023年底至少加息2次,7名委员预计在2022年开始加息。3月为4位。</p>\n<p>而3月份的点阵图中位数预测值暗示,到2023年底前不会加息。</p>\n<p><b>2、美联储主席鲍威尔总体认为,现在讨论加息还为时过早,关键是为什么?</b></p>\n<p>当然,美联储准备将超额准备金利率(IOER)从0.1%,调整至0.15%,也就是说,面对流动性过剩,美联储其实也在适当出手。</p>\n<p>不过说得很清楚,将继续每月增持至少800亿美元的国债,以及至少400亿美元的住房抵押贷款支持证券,直到充分就业和物价稳定目标取得实质性进展。</p>\n<p>这里杠杆游戏要多一句嘴,什么算充分就业和物价稳定目标?</p>\n<p>比如美国4月、5月新增非农就业人口分别为27.8万和55.9万,均低于预期。与黑天鹅前水平相比,5月就业人数依然减少了约760万。</p>\n<p><img src=\"https://static.tigerbbs.com/8c8c7ecd06543dcd0ded387b77673869\" tg-width=\"832\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|东北证券(特此感谢)</p>\n<p>美联储预计2021年失业率将降至4.5%(与3月的预测持平),2022年和2023年失业率将分别降至3.8%和3.5%——到此,回到非常低的水平,大概算是合格;</p>\n<p>同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下,然后才会有所缓和——物价指标应该算达标。</p>\n<p>所以,我的结论就是,美国人在乎的是经济,简单说就是就业指标。</p>\n<p><b>3、美国货币政策正常化可能加快,值得重视,但股市应该暂时无忧。</b></p>\n<p>从上文美联储委员对加息的态度人数变化看,杠杆游戏基本可以认为,加息节奏较此前大大加快。</p>\n<p>虽然目前还没有加息的信号,但提前到来是可能的。同时,鲍威尔已经准备讨论缩减购债,鹰派显露无疑,那么美元短期内有支撑,人民币汇率震荡为主。</p>\n<p>但因为中美流动性总体宽松。如我们的M2,5月末227.54万亿元,同比增长8.3%,增速比上月末高0.2个百分点。</p>\n<p>同时无论中美央行,与市场的沟通都较为充分、透明,谁都不会货币政策突然转向。</p>\n<p>所以股市总体不会恐慌,趋势性下跌不会出现。</p>\n<p><b>4、内需还是有点弱,外需支撑生产高景气,房地产和投资这个时候不能太凉。</b></p>\n<p>6月16日是很有意思的一天,美国通报他们的议息会议部分声明,我们发布了多项经济指标。</p>\n<p>我们可以看,工业生产其实略走弱,外需仍是重要支撑。</p>\n<p>首创证券统计发现,比如5月规上工业增加值两年平均增速为6.6%,较前值略降0.2个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/d083afd587e6aa1242d24c96c4ad505e\" tg-width=\"477\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|首创证券(特此感谢)</p>\n<p>出口交货值复合增速有较大回落,与5月出口大幅回落相呼应,但如果没有出口的高增长,工业数据会下滑更多。</p>\n<p>总体来说,外需见顶回落,生产和出口下一步略有影响是一定的。</p>\n<p>而固投方面,同比增长15.4%。但房屋新开工面积连续两个月负增长,竣工面积本月大幅提速,同比转正为5.0%,短期内房地产投资仍有支撑,长期存在一定的压力。</p>\n<p>同时债务管理的加强,固定投资的回落大概率。</p>\n<p><img src=\"https://static.tigerbbs.com/140e47518613dba5d257d583f1f9f4ec\" tg-width=\"554\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>5月社零销售增长12.4%,小幅低于市场预期的12.8%,前值为17.7%。</p>\n<p>总的来说,杠杆游戏认为,内需马马虎虎,出口见顶,那么,房地产打压归打压,不能搞得太难看。</p>\n<p><b>5、三季度美国是否有流动性拐点,值得注意。</b></p>\n<p>无论全球房价,还是大宗商品,以及美国股市,资产价格大涨本质这一轮都是流动性主导的。</p>\n<p>现在问题来了,三季度美国流动性是否有拐点?上文杠杆游戏写了,美联储有缩量的信号,超额准备金利率略有提高。</p>\n<p><img src=\"https://static.tigerbbs.com/c6a294dbe7d55d78d322cf321fc22590\" tg-width=\"556\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>图表来源|<a href=\"https://laohu8.com/S/601878\">浙商证券</a>(特此感谢)</p>\n<p>3季度杠杆游戏认为,第一幅度小,第二是个试探,同时我国央行上一轮的出牌已经证明,“以我为主”——只要美国不加息,资金回美追求高收益的世界趋势,应该不会到来。</p>\n<p>单这个角度说,2021年,我国股市不至于看空;楼市,只是对投机表现出异常严厉的态度,如上所述,经济的稳定还需要它。</p>\n<p>需要注意的是,3季度,比如7、8月,美联储始正式讨论削减QE,2021年底或2022年初开始削减QE,这些基本已在市场预期内。</p>\n<p>尽管如此,这对任何国家的货币政策,起码都是掣肘。</p>\n<p><b>6、结论:2021年股市基本不会受美国影响,楼市以我为主。</b>前者杠杆游戏的意思是,不要担心流动性。</p>\n<p>后者我的意思是,楼市打击投机,将贯穿2021年始终。但地方对楼市的操盘能力,也是越来越纯熟,保障一定的价格和销量,从来都有自己办法。</p>\n<p>何况,水又没减少。</p>","source":"lsy1574902984297","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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鹰派信号!美联储逐步变脸,楼市股市咋整?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 21:05 北京时间 <a href=https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw><strong>杠杆游戏</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球瞩目,美国是否加息,何时加息?\n当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息的预期,中位数预测暗示,美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说,美联储对物价的担忧提高,鹰派信号初现。这对我国股市、楼市会有什么影响,杠杆游戏根据此次议息会议的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{"513500":"标普500ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","QLD":"纳指两倍做多ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","OEX":"标普100","QID":"纳指两倍做空ETF"},"source_url":"https://mp.weixin.qq.com/s/yTYYzzbQ08ymsKDOuBB5dw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111690771","content_text":"全球瞩目,美国是否加息,何时加息?\n当地时间6月16日,美联储发布经济预测和政策声明。美联储分别上调了对2021年的美国经济及通胀预期,而一同公布的点阵图则显示,有超过半数的FOMC委员给出了提前加息的预期,中位数预测暗示,美联储将在2023年前加息2次。\n利率或从0.1%升至0.6%。\n\n总体来说,美联储对物价的担忧提高,鹰派信号初现。这对我国股市、楼市会有什么影响,杠杆游戏根据此次议息会议的细节,展开谈一谈。\n1、鹰派转向信号值得重视!\n18位委员中有13人支持在2023年底前,至少加息1次。美联储对美国经济比较有信心,他们认为2021年美国GDP将增长7.0%,而3月份会议的预测为6.5%。\n美联储还将2023年的实际GDP预测,从之前预期的2.2%上调至2.4%。伴随经济的较好复苏,物价和货币政策问题自然来了。\n\n华泰期货做了一个统计,杠杆游戏觉得非常有意义,并致谢。\n美联储官员的加息路径点阵图显示,到2023年底,美联储或许将加息2次。\nFOMC(美联储的公开市场委员会)6月点阵图显示,18 位委员中有13人支持在2023 年底前至少加息1次,而3月为7位。\n\n图表来源|东北证券(特此感谢)\n11位委员预计到2023年底至少加息2次,7名委员预计在2022年开始加息。3月为4位。\n而3月份的点阵图中位数预测值暗示,到2023年底前不会加息。\n2、美联储主席鲍威尔总体认为,现在讨论加息还为时过早,关键是为什么?\n当然,美联储准备将超额准备金利率(IOER)从0.1%,调整至0.15%,也就是说,面对流动性过剩,美联储其实也在适当出手。\n不过说得很清楚,将继续每月增持至少800亿美元的国债,以及至少400亿美元的住房抵押贷款支持证券,直到充分就业和物价稳定目标取得实质性进展。\n这里杠杆游戏要多一句嘴,什么算充分就业和物价稳定目标?\n比如美国4月、5月新增非农就业人口分别为27.8万和55.9万,均低于预期。与黑天鹅前水平相比,5月就业人数依然减少了约760万。\n\n图表来源|东北证券(特此感谢)\n美联储预计2021年失业率将降至4.5%(与3月的预测持平),2022年和2023年失业率将分别降至3.8%和3.5%——到此,回到非常低的水平,大概算是合格;\n同时鲍威尔认为通货膨胀可能在未来几个月继续居高不下,然后才会有所缓和——物价指标应该算达标。\n所以,我的结论就是,美国人在乎的是经济,简单说就是就业指标。\n3、美国货币政策正常化可能加快,值得重视,但股市应该暂时无忧。\n从上文美联储委员对加息的态度人数变化看,杠杆游戏基本可以认为,加息节奏较此前大大加快。\n虽然目前还没有加息的信号,但提前到来是可能的。同时,鲍威尔已经准备讨论缩减购债,鹰派显露无疑,那么美元短期内有支撑,人民币汇率震荡为主。\n但因为中美流动性总体宽松。如我们的M2,5月末227.54万亿元,同比增长8.3%,增速比上月末高0.2个百分点。\n同时无论中美央行,与市场的沟通都较为充分、透明,谁都不会货币政策突然转向。\n所以股市总体不会恐慌,趋势性下跌不会出现。\n4、内需还是有点弱,外需支撑生产高景气,房地产和投资这个时候不能太凉。\n6月16日是很有意思的一天,美国通报他们的议息会议部分声明,我们发布了多项经济指标。\n我们可以看,工业生产其实略走弱,外需仍是重要支撑。\n首创证券统计发现,比如5月规上工业增加值两年平均增速为6.6%,较前值略降0.2个百分点。\n\n图表来源|首创证券(特此感谢)\n出口交货值复合增速有较大回落,与5月出口大幅回落相呼应,但如果没有出口的高增长,工业数据会下滑更多。\n总体来说,外需见顶回落,生产和出口下一步略有影响是一定的。\n而固投方面,同比增长15.4%。但房屋新开工面积连续两个月负增长,竣工面积本月大幅提速,同比转正为5.0%,短期内房地产投资仍有支撑,长期存在一定的压力。\n同时债务管理的加强,固定投资的回落大概率。\n\n5月社零销售增长12.4%,小幅低于市场预期的12.8%,前值为17.7%。\n总的来说,杠杆游戏认为,内需马马虎虎,出口见顶,那么,房地产打压归打压,不能搞得太难看。\n5、三季度美国是否有流动性拐点,值得注意。\n无论全球房价,还是大宗商品,以及美国股市,资产价格大涨本质这一轮都是流动性主导的。\n现在问题来了,三季度美国流动性是否有拐点?上文杠杆游戏写了,美联储有缩量的信号,超额准备金利率略有提高。\n\n图表来源|浙商证券(特此感谢)\n3季度杠杆游戏认为,第一幅度小,第二是个试探,同时我国央行上一轮的出牌已经证明,“以我为主”——只要美国不加息,资金回美追求高收益的世界趋势,应该不会到来。\n单这个角度说,2021年,我国股市不至于看空;楼市,只是对投机表现出异常严厉的态度,如上所述,经济的稳定还需要它。\n需要注意的是,3季度,比如7、8月,美联储始正式讨论削减QE,2021年底或2022年初开始削减QE,这些基本已在市场预期内。\n尽管如此,这对任何国家的货币政策,起码都是掣肘。\n6、结论:2021年股市基本不会受美国影响,楼市以我为主。前者杠杆游戏的意思是,不要担心流动性。\n后者我的意思是,楼市打击投机,将贯穿2021年始终。但地方对楼市的操盘能力,也是越来越纯熟,保障一定的价格和销量,从来都有自己办法。\n何况,水又没减少。","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189286384,"gmtCreate":1623276267648,"gmtModify":1704199724162,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"Like and comment! 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Thanks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/189286384","repostId":"1166874467","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196551719,"gmtCreate":1621080186031,"gmtModify":1704352748565,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/196551719","repostId":"1164480285","repostType":4,"repost":{"id":"1164480285","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621039073,"share":"https://ttm.financial/m/news/1164480285?lang=&edition=fundamental","pubTime":"2021-05-15 08:37","market":"us","language":"zh","title":"昨夜今晨:科技领衔美股反弹两日,特斯拉本周跌12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164480285","media":"老虎资讯综合","summary":"摘要:美债收益率大跌提升投资者风险偏好,纳指大涨逾2%,中概股集体反弹;美国输油管道重开,美油、布油双双大涨逾2%;14个月牛市后,贝佐斯等亿万富豪纷纷减持股票 ,大佬Q1持仓 :桥水建仓特斯拉抛黄金","content":"<p><b>摘要:</b></p><ul><li>美债收益率大跌提升投资者风险偏好,纳指大涨逾2%,中概股集体反弹;</li><li>美国输油管道重开,美油、布油双双大涨逾2%;</li><li>14个月牛市后,贝佐斯等亿万富豪纷纷减持股票 ,</li><li>大佬Q1持仓 :桥水建仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>抛黄金,索罗斯建仓<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>清仓Palantir。</li></ul><p><b>海外市场</b></p><p><b>1、美债收益率下跌助美股录得二连涨!纳指大涨逾2%,中概股集体反弹</b></p><p>美股三大指数周五高开高走全线收涨,因美国4月零售销售未见增长并逊于预期,美债收益率大跌,提升了投资者的风险偏好情绪。截至收盘,道指涨360.68点,报34382.13点,涨幅为1.06%;纳指涨304.99点,报13429.98点,涨幅为2.32%;标普500指数涨61.35点,报4173.85点,涨幅为1.49%。</p><p>中概股整体出现了较为强劲的反弹。截至周五收盘,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨1.66%、<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨3.64%、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨3.85%、<a href=\"https://laohu8.com/S/JD\">京东</a>涨1.67%、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨3.77%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨10.72%、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨9.08%、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨7.05%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨6.50%、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨11.25%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨2.47%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨2.69%、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨5.38%、<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.99%、<a href=\"https://laohu8.com/S/DAO\">有道</a>涨8.64%。</p><p><b>2、英国央行行长称通胀不会持续 欧股周五全线收涨</b></p><p>投资者对通胀的担忧随着大宗商品价格的回落放缓,欧洲股市周五(5月14日)继续大幅反弹,此前股市在本周交易开始时遭遇抛售。</p><p><b>3、美国输油管道重开,美油、布油双双大涨逾2%!本周均连续第三周走高</b></p><p>原油期货价格周五收盘上涨,本周也同样走高,原因是美国一条关键的燃油输送管道在上周末因受到勒索软件攻击而被迫关闭后重新开放。</p><p><b>4、美元走强推动金价收高0.8%,录得二连涨!创3个多月收盘新高</b></p><p>纽约商品交易所6月份交割的黄金期货价格上涨14.10美元,报收于每盎司1838.10美元,涨幅为0.8%,创下了自2月10日以来的最高收盘价,此前该合约在周四的交易中也收盘上涨近0.1%在本周的整体交易中,按主力合约计算,黄金期货价格累计上涨了0.4%左右。</p><p><b>5、狗狗币飙涨逾40%!马斯克再发声:将与狗狗币开发商合作</b></p><p>狗狗币价格周五飙升,原因是这种加密货币的支持者、特斯拉(NASDAQ:TSLA)首席执行官埃隆·马斯克(Elon Musk)在社交媒体上发布了一条消息,且加密货币交易所Coinbase称其将提供狗狗币交易。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2135988454\" target=\"_blank\"><b>大佬Q1投资:桥水建仓特斯拉,索罗斯建仓唯品会</b></a></p><p>全球最大对冲基金桥水今年一季度增持消费类股和银行股,抛售黄金ETF和科技股,但建仓了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。索罗斯的家族办公室也抛售了一些科技股,其中大数据明星Palantir直接清仓,但同时增持了不少中概股,包括新进做多<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2135600444\" target=\"_blank\"><b>桥水基金Q1持仓:加仓消费买回特斯拉,中概股遭减持</b></a></p><p>根据13F数据平台Whalewisdom统计,在桥水Q1持仓中,总共增持204个标的、减持123个标的、新进127个标的、清仓197个标的。从整体操作来看,桥水一季度主要加仓方向为消费股,对于<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、黄金ETF等基金工具做出了较大减持。</p><p><b>国际宏观</b></p><p><b>1、美联储梅斯特:政策处于良好状态 现在不是进行调整的时候</b></p><p>克里夫兰联邦储备银行行长洛蕾塔·梅斯特(Loretta Mester)表示,美联储的政策目前处于良好状态。她还淡化了经济数据发出的信号,称随着经济重启,数据将会表现不稳定。</p><p><b>2、美国人不愿意花钱了?4月零售销售未见增长,并逊于预期</b></p><p>美国商务部周五公布的数据显示,4月整体零售额环比基本持平,3月上修为增长10.7%。彭博调查显示,经济学家预估中值为4月增长1%。</p><p><b>3、美联储已准备投降?大空头席夫:美国通胀将“爆炸”,美元正丧失购买力</b></p><p>在著名投资人、财经评论家席夫(Peter Schiff)看来美,联储不会和通货膨胀作战的。这么说是因为,哪怕他们尝试去作战,也注定将会失败,所以,他们根本就连尝试都不会去尝试。出于这个原因,我一直在告诉大家,不会有针对通货膨胀的战争。联储现在就已经准备好投降了。通货膨胀毫无疑问将大获全胜。事实上,未来的通胀问题将比市场所预计的可怕得多。如果金价的疲软真的是因为通货膨胀高过预期的缘故,那么投资者现在就应该抓住机会买进。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2135600094\" target=\"_blank\"><b>落袋为安!14个月牛市后,贝佐斯等亿万富豪纷纷减持股票</b></a></p><p>全世界最富有的股东们纷纷出售持股、落袋为安。包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的杰夫·贝佐斯和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人Sergey Brin在内,企业内部人士最近加快减持步伐,抓住14个月大牛市的机会变现。</p><p><b>5、分不清通胀到底是喜讯还是噩耗 美国投资者有理由心惊肉跳</b></p><p>人们普遍认为,对于股市来说,通货膨胀是个利好因素。但是,在过去的一周内,远超经济学家预期的通胀攀升,让美国股市的投资者们惊慌失措。一位华尔街分析师表示,仔细翻看历史记录,或许就能知道投资者们为何会有如此表现了。</p><p><b>6、新债王冈拉克:有理由担心通胀,可能迫使美联储加息</b></p><p>冈拉克表示:“在我看来,本周市场开始有点担心(通胀)了。”他随后补充说:“这是多年来消费者物价指数与经济学家预期相差最大的一次,甚至可能是我整个职业生涯中最大的一次。”</p><p><b>公司新闻</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2135860760\" target=\"_blank\"><b>迪士尼、爱彼迎和DoorDash的财报揭示了疫情后的经济新常态</b></a><b></b></p><p>爱彼迎表示,随着疫苗变得更加普及,人们对旅游的兴趣再次飙升。该公司指出,在英国首相鲍里斯-约翰逊2月份宣布逐步退出封锁后,英国的旅游预订量立即大幅增加。对于60岁及以上的美国客户来说,今年2月至3月,Airbnb上夏季旅游的搜索量增长了60%以上。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2135860665\" target=\"_blank\"><b>亚马逊再次大规模招聘 计划在英吸纳10000名永久雇员</b></a></p><p>新冠期间大量企业纷纷裁员,但全球最大在线零售商亚马逊却成为逆流而上的公司。亚马逊今日宣布将在英国增加招聘1万人,到2021年底,公司在英国的总雇员人数将达到5.5万人。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2135607690\" target=\"_blank\"><b>跟风马斯克收手,媒体称Square无意购买更多比特币</b></a></p><p>此前曾经购买比特币作为储备的企业当中,有人选择了停手。根据报道,在相关投资上损失了2000万美元之后,支付金融技术公司Square表示无意购买更多的比特币作储备。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:科技领衔美股反弹两日,特斯拉本周跌12%</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昨夜今晨:科技领衔美股反弹两日,特斯拉本周跌12%\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\">2021-05-15 08:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>摘要:</b></p><ul><li>美债收益率大跌提升投资者风险偏好,纳指大涨逾2%,中概股集体反弹;</li><li>美国输油管道重开,美油、布油双双大涨逾2%;</li><li>14个月牛市后,贝佐斯等亿万富豪纷纷减持股票 ,</li><li>大佬Q1持仓 :桥水建仓<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>抛黄金,索罗斯建仓<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>清仓Palantir。</li></ul><p><b>海外市场</b></p><p><b>1、美债收益率下跌助美股录得二连涨!纳指大涨逾2%,中概股集体反弹</b></p><p>美股三大指数周五高开高走全线收涨,因美国4月零售销售未见增长并逊于预期,美债收益率大跌,提升了投资者的风险偏好情绪。截至收盘,道指涨360.68点,报34382.13点,涨幅为1.06%;纳指涨304.99点,报13429.98点,涨幅为2.32%;标普500指数涨61.35点,报4173.85点,涨幅为1.49%。</p><p>中概股整体出现了较为强劲的反弹。截至周五收盘,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨1.66%、<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨3.64%、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨3.85%、<a href=\"https://laohu8.com/S/JD\">京东</a>涨1.67%、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨3.77%、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨10.72%、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨9.08%、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨7.05%、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨6.50%、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨11.25%、<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨2.47%、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨2.69%、<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨5.38%、<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.99%、<a href=\"https://laohu8.com/S/DAO\">有道</a>涨8.64%。</p><p><b>2、英国央行行长称通胀不会持续 欧股周五全线收涨</b></p><p>投资者对通胀的担忧随着大宗商品价格的回落放缓,欧洲股市周五(5月14日)继续大幅反弹,此前股市在本周交易开始时遭遇抛售。</p><p><b>3、美国输油管道重开,美油、布油双双大涨逾2%!本周均连续第三周走高</b></p><p>原油期货价格周五收盘上涨,本周也同样走高,原因是美国一条关键的燃油输送管道在上周末因受到勒索软件攻击而被迫关闭后重新开放。</p><p><b>4、美元走强推动金价收高0.8%,录得二连涨!创3个多月收盘新高</b></p><p>纽约商品交易所6月份交割的黄金期货价格上涨14.10美元,报收于每盎司1838.10美元,涨幅为0.8%,创下了自2月10日以来的最高收盘价,此前该合约在周四的交易中也收盘上涨近0.1%在本周的整体交易中,按主力合约计算,黄金期货价格累计上涨了0.4%左右。</p><p><b>5、狗狗币飙涨逾40%!马斯克再发声:将与狗狗币开发商合作</b></p><p>狗狗币价格周五飙升,原因是这种加密货币的支持者、特斯拉(NASDAQ:TSLA)首席执行官埃隆·马斯克(Elon Musk)在社交媒体上发布了一条消息,且加密货币交易所Coinbase称其将提供狗狗币交易。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2135988454\" target=\"_blank\"><b>大佬Q1投资:桥水建仓特斯拉,索罗斯建仓唯品会</b></a></p><p>全球最大对冲基金桥水今年一季度增持消费类股和银行股,抛售黄金ETF和科技股,但建仓了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。索罗斯的家族办公室也抛售了一些科技股,其中大数据明星Palantir直接清仓,但同时增持了不少中概股,包括新进做多<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>。</p><p><b>7、</b><a href=\"https://laohu8.com/NW/2135600444\" target=\"_blank\"><b>桥水基金Q1持仓:加仓消费买回特斯拉,中概股遭减持</b></a></p><p>根据13F数据平台Whalewisdom统计,在桥水Q1持仓中,总共增持204个标的、减持123个标的、新进127个标的、清仓197个标的。从整体操作来看,桥水一季度主要加仓方向为消费股,对于<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、黄金ETF等基金工具做出了较大减持。</p><p><b>国际宏观</b></p><p><b>1、美联储梅斯特:政策处于良好状态 现在不是进行调整的时候</b></p><p>克里夫兰联邦储备银行行长洛蕾塔·梅斯特(Loretta Mester)表示,美联储的政策目前处于良好状态。她还淡化了经济数据发出的信号,称随着经济重启,数据将会表现不稳定。</p><p><b>2、美国人不愿意花钱了?4月零售销售未见增长,并逊于预期</b></p><p>美国商务部周五公布的数据显示,4月整体零售额环比基本持平,3月上修为增长10.7%。彭博调查显示,经济学家预估中值为4月增长1%。</p><p><b>3、美联储已准备投降?大空头席夫:美国通胀将“爆炸”,美元正丧失购买力</b></p><p>在著名投资人、财经评论家席夫(Peter Schiff)看来美,联储不会和通货膨胀作战的。这么说是因为,哪怕他们尝试去作战,也注定将会失败,所以,他们根本就连尝试都不会去尝试。出于这个原因,我一直在告诉大家,不会有针对通货膨胀的战争。联储现在就已经准备好投降了。通货膨胀毫无疑问将大获全胜。事实上,未来的通胀问题将比市场所预计的可怕得多。如果金价的疲软真的是因为通货膨胀高过预期的缘故,那么投资者现在就应该抓住机会买进。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2135600094\" target=\"_blank\"><b>落袋为安!14个月牛市后,贝佐斯等亿万富豪纷纷减持股票</b></a></p><p>全世界最富有的股东们纷纷出售持股、落袋为安。包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的杰夫·贝佐斯和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>联合创始人Sergey Brin在内,企业内部人士最近加快减持步伐,抓住14个月大牛市的机会变现。</p><p><b>5、分不清通胀到底是喜讯还是噩耗 美国投资者有理由心惊肉跳</b></p><p>人们普遍认为,对于股市来说,通货膨胀是个利好因素。但是,在过去的一周内,远超经济学家预期的通胀攀升,让美国股市的投资者们惊慌失措。一位华尔街分析师表示,仔细翻看历史记录,或许就能知道投资者们为何会有如此表现了。</p><p><b>6、新债王冈拉克:有理由担心通胀,可能迫使美联储加息</b></p><p>冈拉克表示:“在我看来,本周市场开始有点担心(通胀)了。”他随后补充说:“这是多年来消费者物价指数与经济学家预期相差最大的一次,甚至可能是我整个职业生涯中最大的一次。”</p><p><b>公司新闻</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2135860760\" target=\"_blank\"><b>迪士尼、爱彼迎和DoorDash的财报揭示了疫情后的经济新常态</b></a><b></b></p><p>爱彼迎表示,随着疫苗变得更加普及,人们对旅游的兴趣再次飙升。该公司指出,在英国首相鲍里斯-约翰逊2月份宣布逐步退出封锁后,英国的旅游预订量立即大幅增加。对于60岁及以上的美国客户来说,今年2月至3月,Airbnb上夏季旅游的搜索量增长了60%以上。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2135860665\" target=\"_blank\"><b>亚马逊再次大规模招聘 计划在英吸纳10000名永久雇员</b></a></p><p>新冠期间大量企业纷纷裁员,但全球最大在线零售商亚马逊却成为逆流而上的公司。亚马逊今日宣布将在英国增加招聘1万人,到2021年底,公司在英国的总雇员人数将达到5.5万人。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2135607690\" target=\"_blank\"><b>跟风马斯克收手,媒体称Square无意购买更多比特币</b></a></p><p>此前曾经购买比特币作为储备的企业当中,有人选择了停手。根据报道,在相关投资上损失了2000万美元之后,支付金融技术公司Square表示无意购买更多的比特币作储备。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","PDD":"拼多多","TTTN":"老虎中美互联网巨头ETF","BABA":"阿里巴巴","QID":"纳指两倍做空ETF","NTES":"网易","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite","JD":"京东","03086":"华夏纳指","QQQ":"纳指100ETF","PSQ":"纳指反向ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164480285","content_text":"摘要:美债收益率大跌提升投资者风险偏好,纳指大涨逾2%,中概股集体反弹;美国输油管道重开,美油、布油双双大涨逾2%;14个月牛市后,贝佐斯等亿万富豪纷纷减持股票 ,大佬Q1持仓 :桥水建仓特斯拉抛黄金,索罗斯建仓唯品会清仓Palantir。海外市场1、美债收益率下跌助美股录得二连涨!纳指大涨逾2%,中概股集体反弹美股三大指数周五高开高走全线收涨,因美国4月零售销售未见增长并逊于预期,美债收益率大跌,提升了投资者的风险偏好情绪。截至收盘,道指涨360.68点,报34382.13点,涨幅为1.06%;纳指涨304.99点,报13429.98点,涨幅为2.32%;标普500指数涨61.35点,报4173.85点,涨幅为1.49%。中概股整体出现了较为强劲的反弹。截至周五收盘,阿里巴巴涨1.66%、腾讯ADR涨3.64%、百度涨3.85%、京东涨1.67%、网易涨3.77%、哔哩哔哩涨10.72%、小鹏汽车涨9.08%、蔚来汽车涨7.05%、理想汽车涨6.50%、嘉楠科技涨11.25%、晶科能源涨2.47%、拼多多涨2.69%、好未来涨5.38%、新东方涨5.99%、有道涨8.64%。2、英国央行行长称通胀不会持续 欧股周五全线收涨投资者对通胀的担忧随着大宗商品价格的回落放缓,欧洲股市周五(5月14日)继续大幅反弹,此前股市在本周交易开始时遭遇抛售。3、美国输油管道重开,美油、布油双双大涨逾2%!本周均连续第三周走高原油期货价格周五收盘上涨,本周也同样走高,原因是美国一条关键的燃油输送管道在上周末因受到勒索软件攻击而被迫关闭后重新开放。4、美元走强推动金价收高0.8%,录得二连涨!创3个多月收盘新高纽约商品交易所6月份交割的黄金期货价格上涨14.10美元,报收于每盎司1838.10美元,涨幅为0.8%,创下了自2月10日以来的最高收盘价,此前该合约在周四的交易中也收盘上涨近0.1%在本周的整体交易中,按主力合约计算,黄金期货价格累计上涨了0.4%左右。5、狗狗币飙涨逾40%!马斯克再发声:将与狗狗币开发商合作狗狗币价格周五飙升,原因是这种加密货币的支持者、特斯拉(NASDAQ:TSLA)首席执行官埃隆·马斯克(Elon Musk)在社交媒体上发布了一条消息,且加密货币交易所Coinbase称其将提供狗狗币交易。6、大佬Q1投资:桥水建仓特斯拉,索罗斯建仓唯品会全球最大对冲基金桥水今年一季度增持消费类股和银行股,抛售黄金ETF和科技股,但建仓了特斯拉。索罗斯的家族办公室也抛售了一些科技股,其中大数据明星Palantir直接清仓,但同时增持了不少中概股,包括新进做多唯品会。7、桥水基金Q1持仓:加仓消费买回特斯拉,中概股遭减持根据13F数据平台Whalewisdom统计,在桥水Q1持仓中,总共增持204个标的、减持123个标的、新进127个标的、清仓197个标的。从整体操作来看,桥水一季度主要加仓方向为消费股,对于标普500ETF、黄金ETF等基金工具做出了较大减持。国际宏观1、美联储梅斯特:政策处于良好状态 现在不是进行调整的时候克里夫兰联邦储备银行行长洛蕾塔·梅斯特(Loretta Mester)表示,美联储的政策目前处于良好状态。她还淡化了经济数据发出的信号,称随着经济重启,数据将会表现不稳定。2、美国人不愿意花钱了?4月零售销售未见增长,并逊于预期美国商务部周五公布的数据显示,4月整体零售额环比基本持平,3月上修为增长10.7%。彭博调查显示,经济学家预估中值为4月增长1%。3、美联储已准备投降?大空头席夫:美国通胀将“爆炸”,美元正丧失购买力在著名投资人、财经评论家席夫(Peter Schiff)看来美,联储不会和通货膨胀作战的。这么说是因为,哪怕他们尝试去作战,也注定将会失败,所以,他们根本就连尝试都不会去尝试。出于这个原因,我一直在告诉大家,不会有针对通货膨胀的战争。联储现在就已经准备好投降了。通货膨胀毫无疑问将大获全胜。事实上,未来的通胀问题将比市场所预计的可怕得多。如果金价的疲软真的是因为通货膨胀高过预期的缘故,那么投资者现在就应该抓住机会买进。4、落袋为安!14个月牛市后,贝佐斯等亿万富豪纷纷减持股票全世界最富有的股东们纷纷出售持股、落袋为安。包括亚马逊的杰夫·贝佐斯和谷歌联合创始人Sergey Brin在内,企业内部人士最近加快减持步伐,抓住14个月大牛市的机会变现。5、分不清通胀到底是喜讯还是噩耗 美国投资者有理由心惊肉跳人们普遍认为,对于股市来说,通货膨胀是个利好因素。但是,在过去的一周内,远超经济学家预期的通胀攀升,让美国股市的投资者们惊慌失措。一位华尔街分析师表示,仔细翻看历史记录,或许就能知道投资者们为何会有如此表现了。6、新债王冈拉克:有理由担心通胀,可能迫使美联储加息冈拉克表示:“在我看来,本周市场开始有点担心(通胀)了。”他随后补充说:“这是多年来消费者物价指数与经济学家预期相差最大的一次,甚至可能是我整个职业生涯中最大的一次。”公司新闻1、迪士尼、爱彼迎和DoorDash的财报揭示了疫情后的经济新常态爱彼迎表示,随着疫苗变得更加普及,人们对旅游的兴趣再次飙升。该公司指出,在英国首相鲍里斯-约翰逊2月份宣布逐步退出封锁后,英国的旅游预订量立即大幅增加。对于60岁及以上的美国客户来说,今年2月至3月,Airbnb上夏季旅游的搜索量增长了60%以上。2、亚马逊再次大规模招聘 计划在英吸纳10000名永久雇员新冠期间大量企业纷纷裁员,但全球最大在线零售商亚马逊却成为逆流而上的公司。亚马逊今日宣布将在英国增加招聘1万人,到2021年底,公司在英国的总雇员人数将达到5.5万人。3、跟风马斯克收手,媒体称Square无意购买更多比特币此前曾经购买比特币作为储备的企业当中,有人选择了停手。根据报道,在相关投资上损失了2000万美元之后,支付金融技术公司Square表示无意购买更多的比特币作储备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346370895,"gmtCreate":1618008997217,"gmtModify":1704705832486,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/346370895","repostId":"2126702543","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328359082,"gmtCreate":1615500384846,"gmtModify":1704783644356,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/328359082","repostId":"1136225097","repostType":4,"repost":{"id":"1136225097","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615192483,"share":"https://ttm.financial/m/news/1136225097?lang=&edition=fundamental","pubTime":"2021-03-08 16:34","market":"fut","language":"zh","title":"3月14日起美股进入夏令时,开盘收盘均将提前一小时","url":"https://stock-news.laohu8.com/highlight/detail?id=1136225097","media":"老虎资讯综合","summary":"美东时间3月14日2:00(北京时间3月14日起),北美地区开始实行夏令时,美股市场开盘和收盘均将提前一小时,至美东时间2021年11月7日结束。即美股交易时间更改为北京时间21:30至次日凌晨04:","content":"<p>美东时间3月14日2:00(北京时间3月14日起),北美地区开始实行夏令时,美股市场开盘和收盘均将提前一小时,至美东时间2021年11月7日结束。</p><p>即美股交易时间更改为北京时间21:30至次日凌晨04:00,盘前交易时间为16:00至21:30,盘后交易时间为04:00至08:00。3月15日为进入夏令时后美股首个交易日。</p><p>欧洲地区的冬令时时间将会在北京时间 3月28日正式结束,转为夏令时时间。</p><p><b>背景补充:</b></p><p>夏时制,又称日光节约时制(英语:Daylight saving time)和夏令时间(英语:Summer time),是一种为节约能源而人为规定地区时间的制度。该制度实行期间所采用的统一时间称为“夏令时”。一般在天亮早的夏季人为将时间提前1小时,这样可使人早起早睡减少照明量,以充分利用日光节约用电。</p><p>据了解,美国“夏令时”起源于1918年,当时的美国在参加第一次世界大战时首次实行夏时制,但战后立即取消,与1966年再次恢复。</p><p>美国夏时制的实行与否,完全由各州、各县自行决定,不由联邦政府统一规定。目前美国绝大部分地区实行夏令时,美国不实行夏令时的地区包括:亚利桑那州大部分地区,但该州东北的一小部分使用夏令时;夏威夷州;波多黎各和维京群岛;美属萨摩亚、关岛和北马里亚纳群岛。<img src=\"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507\" tg-width=\"1920\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3月14日起美股进入夏令时,开盘收盘均将提前一小时</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\">\n3月14日起美股进入夏令时,开盘收盘均将提前一小时\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\">2021-03-08 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间3月14日2:00(北京时间3月14日起),北美地区开始实行夏令时,美股市场开盘和收盘均将提前一小时,至美东时间2021年11月7日结束。</p><p>即美股交易时间更改为北京时间21:30至次日凌晨04:00,盘前交易时间为16:00至21:30,盘后交易时间为04:00至08:00。3月15日为进入夏令时后美股首个交易日。</p><p>欧洲地区的冬令时时间将会在北京时间 3月28日正式结束,转为夏令时时间。</p><p><b>背景补充:</b></p><p>夏时制,又称日光节约时制(英语:Daylight saving time)和夏令时间(英语:Summer time),是一种为节约能源而人为规定地区时间的制度。该制度实行期间所采用的统一时间称为“夏令时”。一般在天亮早的夏季人为将时间提前1小时,这样可使人早起早睡减少照明量,以充分利用日光节约用电。</p><p>据了解,美国“夏令时”起源于1918年,当时的美国在参加第一次世界大战时首次实行夏时制,但战后立即取消,与1966年再次恢复。</p><p>美国夏时制的实行与否,完全由各州、各县自行决定,不由联邦政府统一规定。目前美国绝大部分地区实行夏令时,美国不实行夏令时的地区包括:亚利桑那州大部分地区,但该州东北的一小部分使用夏令时;夏威夷州;波多黎各和维京群岛;美属萨摩亚、关岛和北马里亚纳群岛。<img src=\"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507\" tg-width=\"1920\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b3c5afcedf9e4a595b7e8bdffd98507","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136225097","content_text":"美东时间3月14日2:00(北京时间3月14日起),北美地区开始实行夏令时,美股市场开盘和收盘均将提前一小时,至美东时间2021年11月7日结束。即美股交易时间更改为北京时间21:30至次日凌晨04:00,盘前交易时间为16:00至21:30,盘后交易时间为04:00至08:00。3月15日为进入夏令时后美股首个交易日。欧洲地区的冬令时时间将会在北京时间 3月28日正式结束,转为夏令时时间。背景补充:夏时制,又称日光节约时制(英语:Daylight saving time)和夏令时间(英语:Summer time),是一种为节约能源而人为规定地区时间的制度。该制度实行期间所采用的统一时间称为“夏令时”。一般在天亮早的夏季人为将时间提前1小时,这样可使人早起早睡减少照明量,以充分利用日光节约用电。据了解,美国“夏令时”起源于1918年,当时的美国在参加第一次世界大战时首次实行夏时制,但战后立即取消,与1966年再次恢复。美国夏时制的实行与否,完全由各州、各县自行决定,不由联邦政府统一规定。目前美国绝大部分地区实行夏令时,美国不实行夏令时的地区包括:亚利桑那州大部分地区,但该州东北的一小部分使用夏令时;夏威夷州;波多黎各和维京群岛;美属萨摩亚、关岛和北马里亚纳群岛。","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321153878,"gmtCreate":1615415656494,"gmtModify":1704782415287,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"To the moon! ?","listText":"To the moon! ?","text":"To the moon! ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321153878","repostId":"2118154672","repostType":4,"repost":{"id":"2118154672","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615390022,"share":"https://ttm.financial/m/news/2118154672?lang=&edition=fundamental","pubTime":"2021-03-10 23:27","market":"us","language":"en","title":"Reddit forums get behind Roblox ahead of stock launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2118154672","media":"Reuters","summary":"Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center o","content":"<p>Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.</p>\n<p>The San Mateo, California-based gaming site, whose revenues surged last year as hundreds of millions of kids were marooned in their homes by coronavirus shutdowns, has spent months preparing for its stock market launch.</p>\n<p>Roblox is looking to capitalize on a red-hot market for new share issues, and has opted to go public through a direct listing meaning it has not sold any shares in advance of its market debut on Wednesday.</p>\n<p>Dozens of posts on social media platforms including Reddit suggest the company's shares will draw a wave of buying from the army of small-time investors who have shocked institutional investors with their ability this year to move shares in companies including GameStop, AMC Inc and BlackBerry.</p>\n<p>The New York Stock Exchange on Tuesday set a reference price of $45 for shares of the U.S. gaming platform, implying a market value for the company of around $30 billion.</p>\n<p>Roblox was founded in 2004 by David Baszucki and Erik Cassel, although its journey began in 1989 when Baszucki and Cassel programmed a 2D simulated physics lab that would later lay the groundwork for the company.</p>\n<p>Roblox has since grown into a community of more than eight million active developers who produce their own 3D multi-player games each month using the company's design tool.</p>\n<p>On an average 37.1 million people globally log on to Roblox daily to connect with friends, according to the company's filing, and play some of its most popular games such as \"Natural Disaster Survival\", \"Murder Mystery 2\", \"Jailbreak\" and \"Speed Run 4\".</p>\n<p>In 2020, people stuck at home during the COVID-19 pandemic fueled an 85% year-on-year jump in Roblox's daily active users to 32.6 million across more than 180 countries.</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>Reddit forums get behind Roblox ahead of stock launch</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\">\nReddit forums get behind Roblox ahead of stock launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-10 23:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.</p>\n<p>The San Mateo, California-based gaming site, whose revenues surged last year as hundreds of millions of kids were marooned in their homes by coronavirus shutdowns, has spent months preparing for its stock market launch.</p>\n<p>Roblox is looking to capitalize on a red-hot market for new share issues, and has opted to go public through a direct listing meaning it has not sold any shares in advance of its market debut on Wednesday.</p>\n<p>Dozens of posts on social media platforms including Reddit suggest the company's shares will draw a wave of buying from the army of small-time investors who have shocked institutional investors with their ability this year to move shares in companies including GameStop, AMC Inc and BlackBerry.</p>\n<p>The New York Stock Exchange on Tuesday set a reference price of $45 for shares of the U.S. gaming platform, implying a market value for the company of around $30 billion.</p>\n<p>Roblox was founded in 2004 by David Baszucki and Erik Cassel, although its journey began in 1989 when Baszucki and Cassel programmed a 2D simulated physics lab that would later lay the groundwork for the company.</p>\n<p>Roblox has since grown into a community of more than eight million active developers who produce their own 3D multi-player games each month using the company's design tool.</p>\n<p>On an average 37.1 million people globally log on to Roblox daily to connect with friends, according to the company's filing, and play some of its most popular games such as \"Natural Disaster Survival\", \"Murder Mystery 2\", \"Jailbreak\" and \"Speed Run 4\".</p>\n<p>In 2020, people stuck at home during the COVID-19 pandemic fueled an 85% year-on-year jump in Roblox's daily active users to 32.6 million across more than 180 countries.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118154672","content_text":"Roblox Corp is set to join the ranks of the so-called \"meme stocks\" such as GameStop at the center of social media-fueled rallies that have gripped Wall Street when the gaming platform becomes a publicly traded company on Wednesday.\nThe San Mateo, California-based gaming site, whose revenues surged last year as hundreds of millions of kids were marooned in their homes by coronavirus shutdowns, has spent months preparing for its stock market launch.\nRoblox is looking to capitalize on a red-hot market for new share issues, and has opted to go public through a direct listing meaning it has not sold any shares in advance of its market debut on Wednesday.\nDozens of posts on social media platforms including Reddit suggest the company's shares will draw a wave of buying from the army of small-time investors who have shocked institutional investors with their ability this year to move shares in companies including GameStop, AMC Inc and BlackBerry.\nThe New York Stock Exchange on Tuesday set a reference price of $45 for shares of the U.S. gaming platform, implying a market value for the company of around $30 billion.\nRoblox was founded in 2004 by David Baszucki and Erik Cassel, although its journey began in 1989 when Baszucki and Cassel programmed a 2D simulated physics lab that would later lay the groundwork for the company.\nRoblox has since grown into a community of more than eight million active developers who produce their own 3D multi-player games each month using the company's design tool.\nOn an average 37.1 million people globally log on to Roblox daily to connect with friends, according to the company's filing, and play some of its most popular games such as \"Natural Disaster Survival\", \"Murder Mystery 2\", \"Jailbreak\" and \"Speed Run 4\".\nIn 2020, people stuck at home during the COVID-19 pandemic fueled an 85% year-on-year jump in Roblox's daily active users to 32.6 million across more than 180 countries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094100504,"gmtCreate":1645070861849,"gmtModify":1676533994282,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"😂 ","listText":"😂 ","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094100504","repostId":"1114920857","repostType":4,"repost":{"id":"1114920857","kind":"news","pubTimestamp":1645069007,"share":"https://ttm.financial/m/news/1114920857?lang=&edition=fundamental","pubTime":"2022-02-17 11:36","market":"us","language":"en","title":"Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'","url":"https://stock-news.laohu8.com/highlight/detail?id=1114920857","media":"Benzinga","summary":"Tesla IncElonMuskon Wednesday called outBerkshireHathawayIncVice ChairCharlieMungerfor his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s electric vehicle","content":"<html><head></head><body><p><b>Tesla Inc</b> <b>Elon</b> <b>Musk</b> on Wednesday called out <b>Berkshire</b> <b>Hathaway</b> <b>Inc</b> Vice Chair <b>Charlie</b> <b>Munger</b> for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s electric vehicle venture would fail.</p><p><b>What Happened:</b> Musk replied to a social media post that pointed out Munger's latest harsh views towards cryptocurrency at a media event.</p><p>The 98-year old value investor and <b>Warren</b> <b>Buffett’s</b> right-hand man had on Wednesday said he is proud to have not invested in cryptocurrency, adding that it should be “banned” and likened it to a “venereal disease.”</p><p>Musk compared Munger’s latest comments with a 2009 incident when the legendary investor “told the whole table” at a lunch meeting on “all the ways Tesla would fail.”</p><p>The world’s richest man said Munger’s comments left him sad but he agreed with the veteron investor at the time. “We would probably die, but it was worth trying anyway,” Musk purportedly told the Berkshire vice chair. The Tesla and SpaceX CEO did not provide more details of the incident.</p><p><b>Why It Matters:</b> Munger has criticized cryptocurrency before. He had in February last year said he hates the <b>Bitcoin</b> success.</p><p>“I don't welcome a currency that's so useful to kidnappers and extortionists and so forth,” he had said at the time.</p><p>Surprisingly, Buffett-controlled Berkshire had in the fourth quarter of 2021 initiated a position in the BTC-friendly Brazilian bank <b>Nu Holdings Ltd</b> while dumping shares of <b>Visa Inc</b> and <b>Mastercard Incorporated</b>.</p><p>The company led by the Oracle of Omaha bought $1 billion worth of Nubank shares in the fourth quarter of 2021 and sold $1.8 billion and $1.3 billion worth of Visa and Mastercard stock.</p><p>Musk had last year disclosed a $1.5 billion investment in Bitcoin and began accepting the cryptocurrency as payment for its vehicles before halting the initiative in May.</p><p><b>Price Action:</b> Tesla shares closed 0.1% higher at $923.39 a share on Wednesday.</p></body></html>","source":"lsy1606299360108","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>Elon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nElon Musk Recalls The Time When Charlie Munger Told A Whole Table How 'Tesla Would Fail'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 11:36 GMT+8 <a href=https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/22/02/25680190/elon-musk-recalls-the-time-when-charlie-munger-told-a-whole-table-how-tesla-would-fail","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114920857","content_text":"Tesla Inc Elon Musk on Wednesday called out Berkshire Hathaway Inc Vice Chair Charlie Munger for his discouraging words over a decade ago that listed all the ways the billionaire entrepreneur’s electric vehicle venture would fail.What Happened: Musk replied to a social media post that pointed out Munger's latest harsh views towards cryptocurrency at a media event.The 98-year old value investor and Warren Buffett’s right-hand man had on Wednesday said he is proud to have not invested in cryptocurrency, adding that it should be “banned” and likened it to a “venereal disease.”Musk compared Munger’s latest comments with a 2009 incident when the legendary investor “told the whole table” at a lunch meeting on “all the ways Tesla would fail.”The world’s richest man said Munger’s comments left him sad but he agreed with the veteron investor at the time. “We would probably die, but it was worth trying anyway,” Musk purportedly told the Berkshire vice chair. The Tesla and SpaceX CEO did not provide more details of the incident.Why It Matters: Munger has criticized cryptocurrency before. He had in February last year said he hates the Bitcoin success.“I don't welcome a currency that's so useful to kidnappers and extortionists and so forth,” he had said at the time.Surprisingly, Buffett-controlled Berkshire had in the fourth quarter of 2021 initiated a position in the BTC-friendly Brazilian bank Nu Holdings Ltd while dumping shares of Visa Inc and Mastercard Incorporated.The company led by the Oracle of Omaha bought $1 billion worth of Nubank shares in the fourth quarter of 2021 and sold $1.8 billion and $1.3 billion worth of Visa and Mastercard stock.Musk had last year disclosed a $1.5 billion investment in Bitcoin and began accepting the cryptocurrency as payment for its vehicles before halting the initiative in May.Price Action: Tesla shares closed 0.1% higher at $923.39 a share on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149084162,"gmtCreate":1625694671756,"gmtModify":1703746412806,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/149084162","repostId":"1138737345","repostType":4,"repost":{"id":"1138737345","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625671117,"share":"https://ttm.financial/m/news/1138737345?lang=&edition=fundamental","pubTime":"2021-07-07 23:18","market":"us","language":"zh","title":"美国前任总统特朗普起诉脸书、谷歌、推特","url":"https://stock-news.laohu8.com/highlight/detail?id=1138737345","media":"老虎资讯综合","summary":"7月7日消息,美国前任总统特朗普表示,正在起诉Facebook、谷歌和Twitter。\n特朗普表示,要求平台停止对其账户的审查。\n特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁","content":"<p>7月7日消息,美国前任总统特朗普表示,正在起诉<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>。</p>\n<p>特朗普表示,要求平台停止对其账户的审查。</p>\n<p>特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁决之前,不会寻求和解。</p>\n<p>截至发稿,Facebook股价持平,推特跌幅近1%,谷歌涨0.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/1c19f43c7ee078d5c697c21e5df30996\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/2c7195bb848e711046e299587477bb18\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c80b572d2686437f0640a9a3ca988019\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<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>美国前任总统特朗普起诉脸书、谷歌、推特</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美国前任总统特朗普起诉脸书、谷歌、推特\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\">2021-07-07 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月7日消息,美国前任总统特朗普表示,正在起诉<a href=\"https://laohu8.com/S/FB\">Facebook</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>。</p>\n<p>特朗普表示,要求平台停止对其账户的审查。</p>\n<p>特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁决之前,不会寻求和解。</p>\n<p>截至发稿,Facebook股价持平,推特跌幅近1%,谷歌涨0.22%。</p>\n<p><img src=\"https://static.tigerbbs.com/1c19f43c7ee078d5c697c21e5df30996\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/2c7195bb848e711046e299587477bb18\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c80b572d2686437f0640a9a3ca988019\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{"TWTR":"Twitter","GOOG":"谷歌","DJT":"特朗普媒体科技集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138737345","content_text":"7月7日消息,美国前任总统特朗普表示,正在起诉Facebook、谷歌和Twitter。\n特朗普表示,要求平台停止对其账户的审查。\n特朗普的法律团队表示,在法院对特朗普针对社交媒体的诉讼进行审判或做出裁决之前,不会寻求和解。\n截至发稿,Facebook股价持平,推特跌幅近1%,谷歌涨0.22%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169108017,"gmtCreate":1623819618839,"gmtModify":1703820476550,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169108017","repostId":"1152483519","repostType":4,"repost":{"id":"1152483519","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623813890,"share":"https://ttm.financial/m/news/1152483519?lang=&edition=fundamental","pubTime":"2021-06-16 11:24","market":"us","language":"zh","title":"如果美联储真的缩减QE,投资者该配置哪些股票?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152483519","media":"老虎资讯综合","summary":"本周是“超级央行周”,美联储等多家央行要公布利率决议。美国5月份通胀高达5%,创出13年新高,美联储议息会议会不会宣布缩减QE?这成为市场关注焦点。\n美联储可能开始讨论缩减购债\n会议纪要显示,在上次会","content":"<p>本周是“超级央行周”,美联储等多家央行要公布利率决议。美国5月份通胀高达5%,创出13年新高,美联储议息会议会不会宣布缩减QE?这成为市场关注焦点。</p>\n<p><b>美联储可能开始讨论缩减购债</b></p>\n<p>会议纪要显示,在上次会议上,一些美联储官员指出,如果美国经济继续取得进展,开始讨论调整债券购买步伐的计划可能是合适的。</p>\n<p><b>北京时间6月17日02:00,美联储将公布利率决议。市场预计美联储这次不会采取任何政策举措,但可能会向市场发出信号,表明正在考虑改变购债政策。</b> 美联储随后还会发布新的预测,可能会在2023年首次加息。 分析师预计有关缩减购债计划的细节不会太多,但预计有人会提及该计划,而美联储更可能在夏季晚些时候进行更明确的讨论。</p>\n<p>据CNBC报道,有分析师预计,美联储有可能引发新的“缩减恐慌”。对此,CNBC研究了2013年利率飙升期间大放异彩的股票,CNBC认为,若利率再次飙升,这些股票有望复制2013年的走势。</p>\n<p>2013年,美联储表示,将通过放慢购买国债的步伐来逐步减少大衰退时期的经济刺激措施。随后来的投资者恐慌导致债券抛售和国债收益率飙升。</p>\n<p>亿万富翁对冲基金经理保罗·都铎·琼斯(Paul Tudor Jones)周一对 CNBC表示,如果美联储本周发出信号,随着CPI上涨,计划开始放缓资产购买,琼斯预计市场将再次出现缩减恐慌。</p>\n<p>琼斯称,投资者将会抛售固收类产品,股票也会得到修正。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7973ab073d39d8f41a6836cd3a8c18c6\" tg-width=\"704\" tg-height=\"469\"><span>Paul Tudor Jones</span></p>\n<p>CNBC盘点了2013年5月到年底最后一次缩减QE引发市场恐慌期间,市场表现最佳的股票。至少 75%的分析师表示,可以考虑今天买入这些股票,因为他们预计这些股票未来12个月将大幅上涨。</p>\n<p><img src=\"https://static.tigerbbs.com/06d0e9e5ac58908b4b65795e2ad00c27\" tg-width=\"697\" tg-height=\"889\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然缩减QE会令市场失望,但利率上升通常是因为经济正在复苏。这也是为什么我们在上述股票中看到了<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>等公司。随着经济逐渐走出疫情阴霾,这些公司可能再次成为今年的赢家。</p>\n<p>需要注意的是,我们只考虑了单一数据,因此,这些股票在2013年缩减恐慌期间的强劲表现可能是独有的,不可复制。尽管如此,这些股票也是今天华尔街的最爱。</p>\n<p>分析师一致预期显示,这些股票未来12个月内的平均收益率超过15%。</p>\n<p><b>是否调整短期利率,市场存在分歧</b></p>\n<p>对于美联储是否会对部分短期利率进行技术性调整,观察人士也存在分歧。</p>\n<p>作为美国银行美国短期利率策略主管,Cabana预计,由于短期贷款市场的压力不断增加,美联储将略微提高超额准备金的利率。</p>\n<p>财政刺激导致大量资金进入财政部一般账户,基本上是财政部的支票账户。由于这些资金一直在退出财政部,为各种计划买单,已经找到了进入货币市场和银行系统的途径,创造了对短期票据的巨大需求。这在隔夜借贷市场上刺激了大量异常活跃的活动,并压低了国库券的利率。</p>\n<p>Cabana表示:“在超额准备金利率和隔夜逆回购工具方面,我们认为美联储将对这些利率的设定进行适度调整,上调2或3个基点。这样做是为了确保(美联储的)零利率下限的弹性,并防止货币市场资金流出。”</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>如果美联储真的缩减QE,投资者该配置哪些股票?</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如果美联储真的缩减QE,投资者该配置哪些股票?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-16 11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>本周是“超级央行周”,美联储等多家央行要公布利率决议。美国5月份通胀高达5%,创出13年新高,美联储议息会议会不会宣布缩减QE?这成为市场关注焦点。</p>\n<p><b>美联储可能开始讨论缩减购债</b></p>\n<p>会议纪要显示,在上次会议上,一些美联储官员指出,如果美国经济继续取得进展,开始讨论调整债券购买步伐的计划可能是合适的。</p>\n<p><b>北京时间6月17日02:00,美联储将公布利率决议。市场预计美联储这次不会采取任何政策举措,但可能会向市场发出信号,表明正在考虑改变购债政策。</b> 美联储随后还会发布新的预测,可能会在2023年首次加息。 分析师预计有关缩减购债计划的细节不会太多,但预计有人会提及该计划,而美联储更可能在夏季晚些时候进行更明确的讨论。</p>\n<p>据CNBC报道,有分析师预计,美联储有可能引发新的“缩减恐慌”。对此,CNBC研究了2013年利率飙升期间大放异彩的股票,CNBC认为,若利率再次飙升,这些股票有望复制2013年的走势。</p>\n<p>2013年,美联储表示,将通过放慢购买国债的步伐来逐步减少大衰退时期的经济刺激措施。随后来的投资者恐慌导致债券抛售和国债收益率飙升。</p>\n<p>亿万富翁对冲基金经理保罗·都铎·琼斯(Paul Tudor Jones)周一对 CNBC表示,如果美联储本周发出信号,随着CPI上涨,计划开始放缓资产购买,琼斯预计市场将再次出现缩减恐慌。</p>\n<p>琼斯称,投资者将会抛售固收类产品,股票也会得到修正。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7973ab073d39d8f41a6836cd3a8c18c6\" tg-width=\"704\" tg-height=\"469\"><span>Paul Tudor Jones</span></p>\n<p>CNBC盘点了2013年5月到年底最后一次缩减QE引发市场恐慌期间,市场表现最佳的股票。至少 75%的分析师表示,可以考虑今天买入这些股票,因为他们预计这些股票未来12个月将大幅上涨。</p>\n<p><img src=\"https://static.tigerbbs.com/06d0e9e5ac58908b4b65795e2ad00c27\" tg-width=\"697\" tg-height=\"889\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然缩减QE会令市场失望,但利率上升通常是因为经济正在复苏。这也是为什么我们在上述股票中看到了<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>等公司。随着经济逐渐走出疫情阴霾,这些公司可能再次成为今年的赢家。</p>\n<p>需要注意的是,我们只考虑了单一数据,因此,这些股票在2013年缩减恐慌期间的强劲表现可能是独有的,不可复制。尽管如此,这些股票也是今天华尔街的最爱。</p>\n<p>分析师一致预期显示,这些股票未来12个月内的平均收益率超过15%。</p>\n<p><b>是否调整短期利率,市场存在分歧</b></p>\n<p>对于美联储是否会对部分短期利率进行技术性调整,观察人士也存在分歧。</p>\n<p>作为美国银行美国短期利率策略主管,Cabana预计,由于短期贷款市场的压力不断增加,美联储将略微提高超额准备金的利率。</p>\n<p>财政刺激导致大量资金进入财政部一般账户,基本上是财政部的支票账户。由于这些资金一直在退出财政部,为各种计划买单,已经找到了进入货币市场和银行系统的途径,创造了对短期票据的巨大需求。这在隔夜借贷市场上刺激了大量异常活跃的活动,并压低了国库券的利率。</p>\n<p>Cabana表示:“在超额准备金利率和隔夜逆回购工具方面,我们认为美联储将对这些利率的设定进行适度调整,上调2或3个基点。这样做是为了确保(美联储的)零利率下限的弹性,并防止货币市场资金流出。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b366582fef27ac8db7ca3296d50b015","relate_stocks":{"GM":"通用汽车","ALK":"阿拉斯加航空集团有限公司","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","NKE":"耐克","MU":"美光科技",".SPX":"S&P 500 Index","FANG":"Diamondback Energy","AIZ":"安信龙保险","TFX":"泰利福",".DJI":"道琼斯","AMZN":"亚马逊","NOW":"ServiceNow","DHR":"丹纳赫","CI":"信诺保险"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152483519","content_text":"本周是“超级央行周”,美联储等多家央行要公布利率决议。美国5月份通胀高达5%,创出13年新高,美联储议息会议会不会宣布缩减QE?这成为市场关注焦点。\n美联储可能开始讨论缩减购债\n会议纪要显示,在上次会议上,一些美联储官员指出,如果美国经济继续取得进展,开始讨论调整债券购买步伐的计划可能是合适的。\n北京时间6月17日02:00,美联储将公布利率决议。市场预计美联储这次不会采取任何政策举措,但可能会向市场发出信号,表明正在考虑改变购债政策。 美联储随后还会发布新的预测,可能会在2023年首次加息。 分析师预计有关缩减购债计划的细节不会太多,但预计有人会提及该计划,而美联储更可能在夏季晚些时候进行更明确的讨论。\n据CNBC报道,有分析师预计,美联储有可能引发新的“缩减恐慌”。对此,CNBC研究了2013年利率飙升期间大放异彩的股票,CNBC认为,若利率再次飙升,这些股票有望复制2013年的走势。\n2013年,美联储表示,将通过放慢购买国债的步伐来逐步减少大衰退时期的经济刺激措施。随后来的投资者恐慌导致债券抛售和国债收益率飙升。\n亿万富翁对冲基金经理保罗·都铎·琼斯(Paul Tudor Jones)周一对 CNBC表示,如果美联储本周发出信号,随着CPI上涨,计划开始放缓资产购买,琼斯预计市场将再次出现缩减恐慌。\n琼斯称,投资者将会抛售固收类产品,股票也会得到修正。\nPaul Tudor Jones\nCNBC盘点了2013年5月到年底最后一次缩减QE引发市场恐慌期间,市场表现最佳的股票。至少 75%的分析师表示,可以考虑今天买入这些股票,因为他们预计这些股票未来12个月将大幅上涨。\n\n虽然缩减QE会令市场失望,但利率上升通常是因为经济正在复苏。这也是为什么我们在上述股票中看到了通用汽车、耐克等公司。随着经济逐渐走出疫情阴霾,这些公司可能再次成为今年的赢家。\n需要注意的是,我们只考虑了单一数据,因此,这些股票在2013年缩减恐慌期间的强劲表现可能是独有的,不可复制。尽管如此,这些股票也是今天华尔街的最爱。\n分析师一致预期显示,这些股票未来12个月内的平均收益率超过15%。\n是否调整短期利率,市场存在分歧\n对于美联储是否会对部分短期利率进行技术性调整,观察人士也存在分歧。\n作为美国银行美国短期利率策略主管,Cabana预计,由于短期贷款市场的压力不断增加,美联储将略微提高超额准备金的利率。\n财政刺激导致大量资金进入财政部一般账户,基本上是财政部的支票账户。由于这些资金一直在退出财政部,为各种计划买单,已经找到了进入货币市场和银行系统的途径,创造了对短期票据的巨大需求。这在隔夜借贷市场上刺激了大量异常活跃的活动,并压低了国库券的利率。\nCabana表示:“在超额准备金利率和隔夜逆回购工具方面,我们认为美联储将对这些利率的设定进行适度调整,上调2或3个基点。这样做是为了确保(美联储的)零利率下限的弹性,并防止货币市场资金流出。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117739003,"gmtCreate":1623160173002,"gmtModify":1704197352959,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/117739003","repostId":"1192430869","repostType":4,"repost":{"id":"1192430869","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623160013,"share":"https://ttm.financial/m/news/1192430869?lang=&edition=fundamental","pubTime":"2021-06-08 21:46","market":"us","language":"zh","title":"【异动】NextDecade大涨58%,盘中触发熔断","url":"https://stock-news.laohu8.com/highlight/detail?id=1192430869","media":"老虎资讯综合","summary":"6月8日,能源企业NextDecade盘初大涨58%,盘中触发熔断,现报5.52美元,此前该股获Evercore ISI上调目标价及评级。","content":"<p>6月8日,能源企业NextDecade盘初大涨58%,盘中触发熔断,现报5.52美元,此前该股获Evercore ISI上调目标价及评级。</p>\n<p><img src=\"https://static.tigerbbs.com/d11a98855336b99775bb8c58a70fe598\" tg-width=\"840\" tg-height=\"470\"></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>【异动】NextDecade大涨58%,盘中触发熔断</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【异动】NextDecade大涨58%,盘中触发熔断\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月8日,能源企业NextDecade盘初大涨58%,盘中触发熔断,现报5.52美元,此前该股获Evercore ISI上调目标价及评级。</p>\n<p><img src=\"https://static.tigerbbs.com/d11a98855336b99775bb8c58a70fe598\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{"NEXT":"NextDecade Corporation"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192430869","content_text":"6月8日,能源企业NextDecade盘初大涨58%,盘中触发熔断,现报5.52美元,此前该股获Evercore ISI上调目标价及评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113902768,"gmtCreate":1622589360554,"gmtModify":1704186714902,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/113902768","repostId":"2140995964","repostType":4,"repost":{"id":"2140995964","kind":"news","pubTimestamp":1622583101,"share":"https://ttm.financial/m/news/2140995964?lang=&edition=fundamental","pubTime":"2021-06-02 05:31","market":"fut","language":"zh","title":"外媒头条:芯片短缺加剧!一季度10大厂商营收创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2140995964","media":"新浪财经","summary":"1、美联储理事Brainard称经济离目标仍很远 货币政策存在双面风险2、美国联邦基金利率自4月末以来首次下降 激发有关调整管理利率的讨论3、OPEC+维持7月份增产计划不变 沙特称需求明显改善4、全球半导体短缺加剧 一季度10大芯片厂商营收创历史新高5、世卫组织、世界银行和世贸组织支持IMF呼吁投入500亿美元抗疫6、随着旅行旺季的开始 美国内航空旅客人数重回疫情前水平","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p><blockquote><b>1、美联储理事Brainard称经济离目标仍很远 货币政策存在双面风险</b></blockquote><blockquote><b>2、美国联邦基金利率自4月末以来首次下降 激发有关调整管理利率的讨论</b></blockquote><blockquote><b>3、OPEC+维持7月份增产计划不变 沙特称需求明显改善</b></blockquote><blockquote><b>4、全球半导体短缺加剧 一季度10大芯片厂商营收创历史新高</b></blockquote><blockquote><b>5、世卫组织、世界银行和世贸组织支持IMF呼吁投入500亿美元抗疫</b></blockquote><blockquote><b>6、随着旅行旺季的开始 美国内航空旅客人数重回疫情前水平</b></blockquote><p><img src=\"http://k.sinaimg.cn/n/finance/transform/28/w530h298/20210602/9a62-kquziik3153091.jpg/w720fin.jpg\" tg-width=\"530\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p><p><b>美联储理事Brainard称经济离目标仍很远 货币政策存在双面风险</b></p><p>美联储理事Lael Brainard表示,随着美国经济在新冠疫情后蓬勃发展,但同时数百万人仍处于失业状态,因此目前的货币政策在两方面都存在风险。</p><p>“我对于两方面的风险都很关注,”她周二在给纽约经济俱乐部的演讲讲稿中表示,“我将仔细监测通胀和通胀预期指标,以发现长期通胀预期以不受欢迎方式演变的任何迹象。”</p><p>通胀数据正高于美联储官员的预期,并引发决策者之间关于何时应该缩减每月1200亿美元资产购买计划的讨论。美联储副主席Randal Quarles和Richard Clarida上周都表示,决策者可以在“接下来的几次会议”上开始这种讨论。一项美联储密切关注的物价指标在4月份同比上涨3.6%,为2008年以来最大涨幅。</p><p>Brainard表示,“虽然我近期展望中的通胀水平有所上升,但我对通胀在经济重开阶段之后会向其基本趋势回落的预期仍大体保持不变。”</p><p><img src=\"http://k.sinaimg.cn/n/finance/transform/79/w550h329/20210521/2cab-kqhwhrk6369186.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"></p><p><b>美国联邦基金利率自4月末以来首次下降 激发有关调整管理利率的讨论</b></p><p>美国联邦基金利率自4月30日以来首次下降,增加了美联储考虑调整利率调控工具的可能性。</p><p>这种转变也加剧了更广泛的政策辩论,流动性泛滥导致短期利率面临下行压力,再加上对长期通胀的担忧,对美联储可能多快撤销刺激措施的讨论出现升温。</p><p>美联储周二表示,联邦基金利率5月28日下降1个基点至0.05%,创下4月末以来最低水平。</p><p>虽然官员们在上个月的政策会议上没有调整管理利率,但联邦基金利率持续走低令美联储调整超额存款准备金利率以及逆回购利率的可能性升高。</p><p><img src=\"http://k.sinaimg.cn/n/finance/transform/98/w550h348/20210602/c092-kquziik3105716.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p><p><b>OPEC+维持7月份增产计划不变 沙特称需求明显改善</b></p><p>OPEC+维持7月增产计划不变,沙特阿拉伯能源大臣对全球复苏发表了乐观看法。</p><p>据与会代表透露,继5月和6月增产之后,OPEC+将推进7月份日增产84.1万桶的计划。随着市场供应收紧,今年晚些时候可能出现供需缺口,OPEC+将面临更艰难的抉择。</p><p>沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼在会议开始时表示,“需求面显示出明显的改善迹象”。俄罗斯能源部长诺瓦克谈到“经济逐步复苏”。</p><p>OPEC+花了一年多时间令油价脱离了历史低点,并且只是谨慎地增加供应。而现在情况正在发生变化,高于71美元的油价正在加剧通胀担忧,如果OPEC不增产,市场供应可能会变得过于紧张,从而破坏全球复苏。</p><p><img src=\"http://k.sinaimg.cn/n/tech/transform/208/w630h378/20210601/8480-kquziik2905457.jpg/w720fin.jpg\" tg-width=\"630\" tg-height=\"378\" referrerpolicy=\"no-referrer\"></p><p><b>全球半导体短缺加剧 一季度10大芯片厂商营收创历史新高</b></p><p>据报道,调研公司TrendForce今日发布报告称,伴随着全球半导体短缺的加剧,今年第一季度全球10大芯片厂商的营收也创下历史新高。</p><p>报告显示,2021年第一季度,全球10大芯片制造公司的合计营收达到了227.5亿美元,创历史最高纪录。此举正值全球芯片陷入供不应求的局面,预计这种短缺局面将持续到2023年。</p><p>TrendForce分析师称:“由于对各种终端设备的需求飙升,制造商一直在加大零部件采购。因此,自2020年以来,代工产能一直处于短缺状态。与此同时,代工厂商也提高了晶圆价格,并调整了产品组合,以确保盈利。”</p><p>TrendForce报告显示,今年第一季度,全球约57%的芯片代工收入来自一家厂商,即<a href=\"https://laohu8.com/S/TSM\">台积电</a>。第一季度,<a href=\"https://laohu8.com/S/TSM\">台积电</a>营收达到129亿美元,同比增长2%。</p><p><img src=\"http://k.sinaimg.cn/n/finance/transform/90/w550h340/20210602/030f-kquziik3106724.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p><p><b>世卫组织、世界银行和世贸组织支持IMF呼吁投入500亿美元抗疫</b></p><p>世界卫生组织、世界银行和世界贸易组织支持国际货币基金组织的呼吁,号召投入500亿美元,通过制造和提供疫苗和药物来抗击Covid-19。</p><p>四大组织在周二的联合声明中表示:“政府必须立即采取行动,否则可能面临持续的感染浪潮和爆炸式的Covid-19爆发,并可能出现更具传染性、更致命的病毒变异,破坏全球复苏。”</p><p>国际货币基金组织上个月呼吁实施一项500亿美元的支出计划,目标在今年年底之前为全球至少40%人口接种疫苗(高于世卫组织“新冠肺炎疫苗实施计划”设定的30%目标),到2022年上半年为60%或以上人口接种。上述四大组织周二呼吁立即向发展中国家捐赠疫苗。</p><p>这些组织表示,该计划将要求为低收入和中等收入国家提供额外资金,其中大部分资金来自捐赠和低于市场利率的贷款。该计划还呼吁投资提高疫苗产能,提高幅度至少10亿剂,并在目前产量很少的地区和国家增加产量。</p><p><img src=\"http://k.sinaimg.cn/n/client/transform/61/w550h311/20210602/67ca-kquziik3006506.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\"></p><p><b>随着旅行旺季的开始 美国内航空旅客人数重回疫情前水平</b></p><p>随着旅行旺季的开始,美国国内航空旅客人数在阵亡将士纪念日周末期间达到了新冠疫情开始之前以来的水平,这是该行业复苏的最新迹象。</p><p>美国运输安全管理局(TSA)数据显示,从上周五到本周一,平均有178万人通过安检,其中安检人数在上周五达到了196万人的峰值。这些客流量是上年同期的六倍多,但仍比2019年阵亡将士纪念日周末低22%。</p><p>旅客的激增推高了假期的成本,其中包括机票、酒店和汽车租赁的价格。航空公司高管表示,国内休闲旅行票价接近2019年的水平。</p>","source":"sina_symbol","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>外媒头条:芯片短缺加剧!一季度10大厂商营收创新高</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外媒头条:芯片短缺加剧!一季度10大厂商营收创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 05:31 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-02/doc-ikmyaawc8867718.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、美联储理事Brainard称经济离目标仍很远 货币政策存在双面风险2、美国联邦基金利率自4月末以来首次下降 激发有关调整管理利率的讨论3、OPEC+维持7月份增产计划不变 沙特称需求明显改善4、全球半导体短缺加剧 一季度10大芯片厂商营收创历史新高5、世卫组织、世界银行和世贸组织支持IMF呼吁投入500亿美元抗疫6、随着旅行旺季的开始 美国内航空...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-02/doc-ikmyaawc8867718.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/082208e3c37780dd55878056410ffa43","relate_stocks":{"159813":"芯片","161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","SPY":"标普500ETF","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF","OEX":"标普100","QID":"纳指两倍做空ETF",".DJI":"道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","SH":"标普500反向ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","UPRO":"三倍做多标普500ETF"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-02/doc-ikmyaawc8867718.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140995964","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、美联储理事Brainard称经济离目标仍很远 货币政策存在双面风险2、美国联邦基金利率自4月末以来首次下降 激发有关调整管理利率的讨论3、OPEC+维持7月份增产计划不变 沙特称需求明显改善4、全球半导体短缺加剧 一季度10大芯片厂商营收创历史新高5、世卫组织、世界银行和世贸组织支持IMF呼吁投入500亿美元抗疫6、随着旅行旺季的开始 美国内航空旅客人数重回疫情前水平美联储理事Brainard称经济离目标仍很远 货币政策存在双面风险美联储理事Lael Brainard表示,随着美国经济在新冠疫情后蓬勃发展,但同时数百万人仍处于失业状态,因此目前的货币政策在两方面都存在风险。“我对于两方面的风险都很关注,”她周二在给纽约经济俱乐部的演讲讲稿中表示,“我将仔细监测通胀和通胀预期指标,以发现长期通胀预期以不受欢迎方式演变的任何迹象。”通胀数据正高于美联储官员的预期,并引发决策者之间关于何时应该缩减每月1200亿美元资产购买计划的讨论。美联储副主席Randal Quarles和Richard Clarida上周都表示,决策者可以在“接下来的几次会议”上开始这种讨论。一项美联储密切关注的物价指标在4月份同比上涨3.6%,为2008年以来最大涨幅。Brainard表示,“虽然我近期展望中的通胀水平有所上升,但我对通胀在经济重开阶段之后会向其基本趋势回落的预期仍大体保持不变。”美国联邦基金利率自4月末以来首次下降 激发有关调整管理利率的讨论美国联邦基金利率自4月30日以来首次下降,增加了美联储考虑调整利率调控工具的可能性。这种转变也加剧了更广泛的政策辩论,流动性泛滥导致短期利率面临下行压力,再加上对长期通胀的担忧,对美联储可能多快撤销刺激措施的讨论出现升温。美联储周二表示,联邦基金利率5月28日下降1个基点至0.05%,创下4月末以来最低水平。虽然官员们在上个月的政策会议上没有调整管理利率,但联邦基金利率持续走低令美联储调整超额存款准备金利率以及逆回购利率的可能性升高。OPEC+维持7月份增产计划不变 沙特称需求明显改善OPEC+维持7月增产计划不变,沙特阿拉伯能源大臣对全球复苏发表了乐观看法。据与会代表透露,继5月和6月增产之后,OPEC+将推进7月份日增产84.1万桶的计划。随着市场供应收紧,今年晚些时候可能出现供需缺口,OPEC+将面临更艰难的抉择。沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼在会议开始时表示,“需求面显示出明显的改善迹象”。俄罗斯能源部长诺瓦克谈到“经济逐步复苏”。OPEC+花了一年多时间令油价脱离了历史低点,并且只是谨慎地增加供应。而现在情况正在发生变化,高于71美元的油价正在加剧通胀担忧,如果OPEC不增产,市场供应可能会变得过于紧张,从而破坏全球复苏。全球半导体短缺加剧 一季度10大芯片厂商营收创历史新高据报道,调研公司TrendForce今日发布报告称,伴随着全球半导体短缺的加剧,今年第一季度全球10大芯片厂商的营收也创下历史新高。报告显示,2021年第一季度,全球10大芯片制造公司的合计营收达到了227.5亿美元,创历史最高纪录。此举正值全球芯片陷入供不应求的局面,预计这种短缺局面将持续到2023年。TrendForce分析师称:“由于对各种终端设备的需求飙升,制造商一直在加大零部件采购。因此,自2020年以来,代工产能一直处于短缺状态。与此同时,代工厂商也提高了晶圆价格,并调整了产品组合,以确保盈利。”TrendForce报告显示,今年第一季度,全球约57%的芯片代工收入来自一家厂商,即台积电。第一季度,台积电营收达到129亿美元,同比增长2%。世卫组织、世界银行和世贸组织支持IMF呼吁投入500亿美元抗疫世界卫生组织、世界银行和世界贸易组织支持国际货币基金组织的呼吁,号召投入500亿美元,通过制造和提供疫苗和药物来抗击Covid-19。四大组织在周二的联合声明中表示:“政府必须立即采取行动,否则可能面临持续的感染浪潮和爆炸式的Covid-19爆发,并可能出现更具传染性、更致命的病毒变异,破坏全球复苏。”国际货币基金组织上个月呼吁实施一项500亿美元的支出计划,目标在今年年底之前为全球至少40%人口接种疫苗(高于世卫组织“新冠肺炎疫苗实施计划”设定的30%目标),到2022年上半年为60%或以上人口接种。上述四大组织周二呼吁立即向发展中国家捐赠疫苗。这些组织表示,该计划将要求为低收入和中等收入国家提供额外资金,其中大部分资金来自捐赠和低于市场利率的贷款。该计划还呼吁投资提高疫苗产能,提高幅度至少10亿剂,并在目前产量很少的地区和国家增加产量。随着旅行旺季的开始 美国内航空旅客人数重回疫情前水平随着旅行旺季的开始,美国国内航空旅客人数在阵亡将士纪念日周末期间达到了新冠疫情开始之前以来的水平,这是该行业复苏的最新迹象。美国运输安全管理局(TSA)数据显示,从上周五到本周一,平均有178万人通过安检,其中安检人数在上周五达到了196万人的峰值。这些客流量是上年同期的六倍多,但仍比2019年阵亡将士纪念日周末低22%。旅客的激增推高了假期的成本,其中包括机票、酒店和汽车租赁的价格。航空公司高管表示,国内休闲旅行票价接近2019年的水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195878150,"gmtCreate":1621289177170,"gmtModify":1704355061215,"author":{"id":"3569639956293909","authorId":"3569639956293909","name":"dkpoh","avatar":"https://static.tigerbbs.com/c363fe0c37055ba864124087c92ab292","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569639956293909","authorIdStr":"3569639956293909"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/195878150","repostId":"1117602887","repostType":4,"repost":{"id":"1117602887","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621265297,"share":"https://ttm.financial/m/news/1117602887?lang=&edition=fundamental","pubTime":"2021-05-17 23:28","market":"us","language":"zh","title":"西部数据盘中涨超7%报77.14美元,创52周新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1117602887","media":"老虎资讯综合","summary":"5月17日,西部数据盘中走高,现涨7.1%,报77.14美元,创52周新高。","content":"<p>5月17日,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>盘中走高,现涨7.1%,报77.14美元,创52周新高。</p><p><img src=\"https://static.tigerbbs.com/d25d9cb1c668618726ad98c02c69b486\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>西部数据盘中涨超7%报77.14美元,创52周新高</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西部数据盘中涨超7%报77.14美元,创52周新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-17 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月17日,<a href=\"https://laohu8.com/S/WDC\">西部数据</a>盘中走高,现涨7.1%,报77.14美元,创52周新高。</p><p><img src=\"https://static.tigerbbs.com/d25d9cb1c668618726ad98c02c69b486\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"WDC":"西部数据"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117602887","content_text":"5月17日,西部数据盘中走高,现涨7.1%,报77.14美元,创52周新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}