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2021-07-10

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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\">2021-07-09 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，部分热门中概教育股于盘中直线拉升，截至发稿，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超12%、<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>涨超15%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨6%。</p>\n<p><img src=\"https://static.tigerbbs.com/53f5d7c6b59adb40d33cc888b555beb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>消息面上，近日，教育部发布了《关于支持探索开展暑期托管服务的通知》（以下简称《通知》），支持有条件的地方开展暑期托管服务工作。</p>\n<p>《通知》明确，暑期托管服务坚持学生自愿参加，要求合理安排暑期托管服务内容，应以看护为主，开放教室、图书馆、运动场馆等资源设施，合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务，不得组织集体补课、讲授新课。同时，暑期托管服务可参照课后服务相关政策，采取财政补贴、收取服务性收费或代收费等方式筹措经费，收费标准由地方教育部门商有关主管部门制定。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"TAL":"好未来","ZME":"掌门教育"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111000814","content_text":"周五，部分热门中概教育股于盘中直线拉升，截至发稿，好未来涨超12%、掌门教育涨超15%，高途涨6%。\n\n消息面上，近日，教育部发布了《关于支持探索开展暑期托管服务的通知》（以下简称《通知》），支持有条件的地方开展暑期托管服务工作。\n《通知》明确，暑期托管服务坚持学生自愿参加，要求合理安排暑期托管服务内容，应以看护为主，开放教室、图书馆、运动场馆等资源设施，合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务，不得组织集体补课、讲授新课。同时，暑期托管服务可参照课后服务相关政策，采取财政补贴、收取服务性收费或代收费等方式筹措经费，收费标准由地方教育部门商有关主管部门制定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575367401875717","authorId":"3575367401875717","authorIdStr":"3575367401875717","name":"JasonBarry","avatar":"https://static.tigerbbs.com/3f66aec8cff071dcd3a0116c9d93d9b7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575367401875717"},"content":"jiayou 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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":{"CI":"信诺保险","DHR":"丹纳赫","AMZN":"亚马逊","MU":"美光科技","ALK":"阿拉斯加航空集团有限公司","GM":"通用汽车","NKE":"耐克",".DJI":"道琼斯","AIZ":"安信龙保险","FANG":"Diamondback Energy","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","TFX":"泰利福","NOW":"ServiceNow",".SPX":"S&P 500 Index"},"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":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380819836,"gmtCreate":1612531592225,"gmtModify":1704872458252,"author":{"id":"3570185273361159","authorId":"3570185273361159","authorIdStr":"3570185273361159","name":"LUNG","avatar":"https://static.tigerbbs.com/f1ec80e1b6436c122c64a4731cd89258","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570185273361159"},"themes":[],"htmlText":"upupup","listText":"upupup","text":"upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380819836","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":141666609,"gmtCreate":1625868740401,"gmtModify":1703750028337,"author":{"id":"3570185273361159","authorId":"3570185273361159","authorIdStr":"3570185273361159","name":"LUNG","avatar":"https://static.tigerbbs.com/f1ec80e1b6436c122c64a4731cd89258","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570185273361159"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":110,"repostSize":0,"link":"https://ttm.financial/post/141666609","repostId":"1111000814","repostType":4,"isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575367401875717","authorId":"3575367401875717","authorIdStr":"3575367401875717","name":"JasonBarry","avatar":"https://static.tigerbbs.com/3f66aec8cff071dcd3a0116c9d93d9b7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575367401875717"},"content":"jiayou 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