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2021-08-10

$Trxade Group, Inc.(MEDS)$ fly fly

2021-08-08

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2021-08-06

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昨夜今晨：标普纳指创新高！抗疫概念股走强

2021-08-03

BB wake up...

2021-08-02

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2021-08-01

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2021-08-01

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2021-07-30

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2021-07-27

$Trxade Group, Inc.(MEDS)$ 5 today?

2021-07-21

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瑞银、美银告诉你：美股周期股仍胜于成长股

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fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896579887","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891618111,"gmtCreate":1628385862733,"gmtModify":1703505585564,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891618111","repostId":"1142649306","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899498420,"gmtCreate":1628209334760,"gmtModify":1703503114204,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899498420","repostId":"1186213069","repostType":4,"repost":{"id":"1186213069","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":1628207598,"share":"https://ttm.financial/m/news/1186213069?lang=&edition=fundamental","pubTime":"2021-08-06 07:53","market":"us","language":"zh","title":"昨夜今晨：标普纳指创新高！抗疫概念股走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1186213069","media":"老虎资讯综合","summary":"摘要：美股周四全线收涨，纳指标普创历史新高；热门中概股周四收盘涨跌互现；欧洲股市普遍收高；周四美油收高0.8%，连续三日下跌后反弹；黄金期货价格周四收跌0.3%；拜登将设定2030年清洁能源汽车占美国","content":"<blockquote>\n 摘要：美股周四全线收涨，纳指标普创历史新高；热门中概股周四收盘涨跌互现；欧洲股市普遍收高；周四美油收高0.8%，连续三日下跌后反弹；黄金期货价格周四收跌0.3%；拜登将设定2030年清洁能源汽车占美国销量一半的目标；国会预算办公室认为基建法案将导致美国预算赤字扩大2560亿美元。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股周四全线收涨，纳指标普创历史新高</b></p>\n<p>美股周四收高，纳指与标普500指数创收盘历史新高。美国上周初请失业金人数降至38.5万符合预期，提升了市场对周五非农数据的信心。截至收盘，道琼斯指数收涨0.78%，纳斯达克指数收涨0.78%，标普500指数收涨0.60%。大型科技股普涨，奈飞涨1.46%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨1.13%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.05%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.83%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.63%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.07%。</p>\n<p>盘面上，邮轮、航空板块，部分美国抗疫概念走强。<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨超7%，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨超6%，<a href=\"https://laohu8.com/S/AAL\">美国航空集团</a>涨超7%，美国联合航空<a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a>涨超4%，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨超5%，<a href=\"https://laohu8.com/S/OCGN\">Ocugen Inc</a>涨超10%</p>\n<p><b>2、热门中概股周四收盘涨跌互现</b></p>\n<p>热门中概股周四收盘涨跌互现，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨近2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超1%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌近6%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超3%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌近3%，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌超2%，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌超1%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近1%。</p>\n<p><b>3、欧洲股市普遍收高 英国央行维持利率和购债规模不变</b></p>\n<p>欧股普遍收高，投资者消化了企业财报和英国央行的关键货币政策决定。德国DAX30指数收涨0.33%，法国CAC40指数收涨0.52%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收跌0.05%。</p>\n<p><b>4、周四美油收高0.8% 连续三日下跌后反弹</b></p>\n<p>因对新冠病毒德尔塔变异毒株加速传播可能会影响能源需求的担忧，推动油价连续三天大幅下跌后反弹。最终，纽交所9月交割的WTI期货价格上涨54美分，涨幅0.8%，收于每桶68.69美元。<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>10月交割的布伦特原油期货价格上涨54美分，涨幅0.8%，收于每桶70.92美元。</p>\n<p><b>5、黄金期货价格周四收跌0.3%</b></p>\n<p>因美债收益率从2月以来的最高水平反弹，令金价承压。最终，纽交所12月交割的黄金期货价格下跌5.60美元，跌幅0.3%，收于每盎司1808.90美元。</p>\n<p>国际宏观</p>\n<p><b>1、国会预算办公室认为基建法案将导致美国预算赤字扩大2560亿美元</b></p>\n<p>美国国会预算办公室周四表示，两党的美国基建法案将在10年内导致联邦预算赤字增加2560亿美元，这与议员们有关支出将由一系列资金措施全额支付的主张不同。</p>\n<p><b>2、拜登将设定2030年清洁能源汽车占美国销量一半的目标</b></p>\n<p>美国总统乔-拜登计划设定到2030年末实现美国销售汽车中半数为新能源汽车的目标。汽车制造商称，只有政府加大充电桩及其它基础设施投资力度，才能实现这一目标。</p>\n<p><b>3、美联储戴利：或在今年晚些时候或明年初缩减购债</b></p>\n<p>旧金山联储主席戴利称，美联储将能够在今年晚些时候或明年初缩减购债。明尼阿波利斯联储主席卡什卡利表示，如果秋季就业市场如预期般强劲，则将达到“实质性进一步进展”的门槛。美联储理事沃勒表示，美联储可能会比一些人认为的更早收回宽松的货币政策。针对数字货币，他表示，对建立央行数字货币的必要性持高度怀疑态度。</p>\n<p><b>4、美国上周初请失业金人数录得38.5万人</b></p>\n<p>美国至7月31日当周初请失业金人数录得38.5万人，前值为40万人，预期值为38.4万人，申请人数连续第二周下降。</p>\n<p><b>5、参议院共和党人预计周末对基础设施法案投票</b></p>\n<p>参议院两位共和党要员表示，他们预计周末将对5500亿美元的两党基础设施方案进行投票，为参议院与白宫之间的数周谈判以及参议院内部数日的辩论画上句号。</p>\n<p><b>6、全球负收益债券价值破16万亿美元逼近历史高位! 通胀以外“央行的货币政策”也是原因</b></p>\n<p>周四（8月5日），由于全球债券的反弹使藉贷成本降至零以下，全球负收益债券的价值已飙升至逾16.5万亿 美元，为六个月以来的最高水平。</p>\n<p><b>7、福奇：如果新冠病毒继续传播 可能出现更严重的变异株</b></p>\n<p>当地时间8月5日，美国国家过敏症和传染病研究所所长安东尼·福奇在接受新闻采访时表示，如果不能控制新冠病毒的传播，且更多人仍拒绝接种疫苗，那么可能还会出现比德尔塔变异株更糟糕的新冠病毒变体以及衍生传染病。</p>\n<p><b>8、美国抵押贷款利率降至2月初以来最低</b></p>\n<p>房地美周四公布，30年期贷款利率平均水平为2.77%，低于上周的2.8%，并且是自2月11日最低。</p>\n<p><b>9、美国两党基建法案将从加密资产中“吸金”约230亿美元</b></p>\n<p>美国参议院两党基建法案的加密资产修正案将通过税收筹集约230亿美元。此外，美国共和党参议员Cornyn表示，他和民主党参议员Padilla提议允许各州灵活将未动用的疫情纾困资金用于基础设施项目。此举将释放出数十亿美元的联邦资金。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2157455833\" target=\"_blank\"><b>重磅！媒体：小米葡萄牙商店开始接受比特币等加密货币支付</b></a></p>\n<p>小米葡萄牙商店在社交媒体的官方网页上称，从现在开始，葡萄牙Mi Store的购物体验将变得更加包容和全面，用户可以使用比特币、以太坊、泰达币（Tether）、达世币（Dash）和瑞士加密货币支付服务供应商Utrust开发的原生代币Token Utrust来买小米产品。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2157451092\" target=\"_blank\"><b>Beyond Meat每股亏损超预期业绩指引逊预期 股价盘后跌4%</b></a></p>\n<p>Beyond Meat周四盘后公布了该公司二季度财报。该公司当季每股亏损超出市场预期，因成本上升和业务投资拖累了利润率。财报公布后，Beyond Meat股价盘后下跌4%。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2157045322\" target=\"_blank\"><b>高通宣布以每股37美元现金竞购自动驾驶技术公司Veoneer</b></a></p>\n<p>北京时间8月5日晚间消息，据报道，<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司今日宣布，计划以每股37美元的现金交易竞购自动驾驶技术公司Veoneer。</p>\n<p>高通表示，将利用手中的现金资助这笔交易。因此，其报价不受任何融资意外或条件的约束。这一报价已获得高通董事会的一致批准，不再需要高通股东的批准。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2157481062\" target=\"_blank\"><b>特斯拉董事长出售2200万美元股票</b></a></p>\n<p>周三，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向SEC提交的文件，该公司董事长Robyn Denholm在8月2日以703-726.2美元的价格总共卖出了31250股特斯拉股票，价值大约在2200万美元。这笔交易行动被解读为三年任期届满后离任的信号。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2157454830\" target=\"_blank\"><b>维珍银河：预计9月份将举行下一轮前往太空的火箭发射</b></a></p>\n<p>维珍银河2021年Q2每股亏损0.39美元，市场预期亏损0.31美元，去年同期亏损0.3美元。公司正在恢复太空旅行“机票”的销售，起步价为每座45万美元；预计9月份将举行下一轮前往太空的火箭发射。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2157454667\" target=\"_blank\"><b>图森未来Q2营收148.2万美元，净亏损1.17亿美元</b></a></p>\n<p>美东时间8月5日（周四）美股盘后，图森未来<a href=\"https://laohu8.com/S/TSP\">$(TSP)$</a>公布了其第二季度财务业绩。财报显示，该公司Q2营收148.2万美元，上年同期为26.3万美元，同比增长463%；归属于普通股股东的净亏损为1.17亿美元，上年同期为2808.4万美元。</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：标普纳指创新高！抗疫概念股走强</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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}\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：标普纳指创新高！抗疫概念股走强\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-06 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股周四全线收涨，纳指标普创历史新高；热门中概股周四收盘涨跌互现；欧洲股市普遍收高；周四美油收高0.8%，连续三日下跌后反弹；黄金期货价格周四收跌0.3%；拜登将设定2030年清洁能源汽车占美国销量一半的目标；国会预算办公室认为基建法案将导致美国预算赤字扩大2560亿美元。\n</blockquote>\n<p>海外市场</p>\n<p><b>1、美股周四全线收涨，纳指标普创历史新高</b></p>\n<p>美股周四收高，纳指与标普500指数创收盘历史新高。美国上周初请失业金人数降至38.5万符合预期，提升了市场对周五非农数据的信心。截至收盘，道琼斯指数收涨0.78%，纳斯达克指数收涨0.78%，标普500指数收涨0.60%。大型科技股普涨，奈飞涨1.46%，<a href=\"https://laohu8.com/S/FB\">Facebook</a>涨1.13%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.05%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>涨0.83%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.63%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.07%。</p>\n<p>盘面上，邮轮、航空板块，部分美国抗疫概念走强。<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>涨超7%，<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>涨超6%，<a href=\"https://laohu8.com/S/AAL\">美国航空集团</a>涨超7%，美国联合航空<a href=\"https://laohu8.com/S/UAL\">$(UAL)$</a>涨超4%，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>涨超5%，<a href=\"https://laohu8.com/S/OCGN\">Ocugen Inc</a>涨超10%</p>\n<p><b>2、热门中概股周四收盘涨跌互现</b></p>\n<p>热门中概股周四收盘涨跌互现，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近4%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨近2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超1%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌近6%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超3%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌近3%，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌超2%，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌超1%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌近1%。</p>\n<p><b>3、欧洲股市普遍收高 英国央行维持利率和购债规模不变</b></p>\n<p>欧股普遍收高，投资者消化了企业财报和英国央行的关键货币政策决定。德国DAX30指数收涨0.33%，法国CAC40指数收涨0.52%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收跌0.05%。</p>\n<p><b>4、周四美油收高0.8% 连续三日下跌后反弹</b></p>\n<p>因对新冠病毒德尔塔变异毒株加速传播可能会影响能源需求的担忧，推动油价连续三天大幅下跌后反弹。最终，纽交所9月交割的WTI期货价格上涨54美分，涨幅0.8%，收于每桶68.69美元。<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>10月交割的布伦特原油期货价格上涨54美分，涨幅0.8%，收于每桶70.92美元。</p>\n<p><b>5、黄金期货价格周四收跌0.3%</b></p>\n<p>因美债收益率从2月以来的最高水平反弹，令金价承压。最终，纽交所12月交割的黄金期货价格下跌5.60美元，跌幅0.3%，收于每盎司1808.90美元。</p>\n<p>国际宏观</p>\n<p><b>1、国会预算办公室认为基建法案将导致美国预算赤字扩大2560亿美元</b></p>\n<p>美国国会预算办公室周四表示，两党的美国基建法案将在10年内导致联邦预算赤字增加2560亿美元，这与议员们有关支出将由一系列资金措施全额支付的主张不同。</p>\n<p><b>2、拜登将设定2030年清洁能源汽车占美国销量一半的目标</b></p>\n<p>美国总统乔-拜登计划设定到2030年末实现美国销售汽车中半数为新能源汽车的目标。汽车制造商称，只有政府加大充电桩及其它基础设施投资力度，才能实现这一目标。</p>\n<p><b>3、美联储戴利：或在今年晚些时候或明年初缩减购债</b></p>\n<p>旧金山联储主席戴利称，美联储将能够在今年晚些时候或明年初缩减购债。明尼阿波利斯联储主席卡什卡利表示，如果秋季就业市场如预期般强劲，则将达到“实质性进一步进展”的门槛。美联储理事沃勒表示，美联储可能会比一些人认为的更早收回宽松的货币政策。针对数字货币，他表示，对建立央行数字货币的必要性持高度怀疑态度。</p>\n<p><b>4、美国上周初请失业金人数录得38.5万人</b></p>\n<p>美国至7月31日当周初请失业金人数录得38.5万人，前值为40万人，预期值为38.4万人，申请人数连续第二周下降。</p>\n<p><b>5、参议院共和党人预计周末对基础设施法案投票</b></p>\n<p>参议院两位共和党要员表示，他们预计周末将对5500亿美元的两党基础设施方案进行投票，为参议院与白宫之间的数周谈判以及参议院内部数日的辩论画上句号。</p>\n<p><b>6、全球负收益债券价值破16万亿美元逼近历史高位! 通胀以外“央行的货币政策”也是原因</b></p>\n<p>周四（8月5日），由于全球债券的反弹使藉贷成本降至零以下，全球负收益债券的价值已飙升至逾16.5万亿 美元，为六个月以来的最高水平。</p>\n<p><b>7、福奇：如果新冠病毒继续传播 可能出现更严重的变异株</b></p>\n<p>当地时间8月5日，美国国家过敏症和传染病研究所所长安东尼·福奇在接受新闻采访时表示，如果不能控制新冠病毒的传播，且更多人仍拒绝接种疫苗，那么可能还会出现比德尔塔变异株更糟糕的新冠病毒变体以及衍生传染病。</p>\n<p><b>8、美国抵押贷款利率降至2月初以来最低</b></p>\n<p>房地美周四公布，30年期贷款利率平均水平为2.77%，低于上周的2.8%，并且是自2月11日最低。</p>\n<p><b>9、美国两党基建法案将从加密资产中“吸金”约230亿美元</b></p>\n<p>美国参议院两党基建法案的加密资产修正案将通过税收筹集约230亿美元。此外，美国共和党参议员Cornyn表示，他和民主党参议员Padilla提议允许各州灵活将未动用的疫情纾困资金用于基础设施项目。此举将释放出数十亿美元的联邦资金。</p>\n<p>公司新闻</p>\n<p><b>1、</b><a href=\"https://laohu8.com/NW/2157455833\" target=\"_blank\"><b>重磅！媒体：小米葡萄牙商店开始接受比特币等加密货币支付</b></a></p>\n<p>小米葡萄牙商店在社交媒体的官方网页上称，从现在开始，葡萄牙Mi Store的购物体验将变得更加包容和全面，用户可以使用比特币、以太坊、泰达币（Tether）、达世币（Dash）和瑞士加密货币支付服务供应商Utrust开发的原生代币Token Utrust来买小米产品。</p>\n<p><b>2、</b><a href=\"https://laohu8.com/NW/2157451092\" target=\"_blank\"><b>Beyond Meat每股亏损超预期业绩指引逊预期 股价盘后跌4%</b></a></p>\n<p>Beyond Meat周四盘后公布了该公司二季度财报。该公司当季每股亏损超出市场预期，因成本上升和业务投资拖累了利润率。财报公布后，Beyond Meat股价盘后下跌4%。</p>\n<p><b>3、</b><a href=\"https://laohu8.com/NW/2157045322\" target=\"_blank\"><b>高通宣布以每股37美元现金竞购自动驾驶技术公司Veoneer</b></a></p>\n<p>北京时间8月5日晚间消息，据报道，<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司今日宣布，计划以每股37美元的现金交易竞购自动驾驶技术公司Veoneer。</p>\n<p>高通表示，将利用手中的现金资助这笔交易。因此，其报价不受任何融资意外或条件的约束。这一报价已获得高通董事会的一致批准，不再需要高通股东的批准。</p>\n<p><b>4、</b><a href=\"https://laohu8.com/NW/2157481062\" target=\"_blank\"><b>特斯拉董事长出售2200万美元股票</b></a></p>\n<p>周三，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向SEC提交的文件，该公司董事长Robyn Denholm在8月2日以703-726.2美元的价格总共卖出了31250股特斯拉股票，价值大约在2200万美元。这笔交易行动被解读为三年任期届满后离任的信号。</p>\n<p><b>5、</b><a href=\"https://laohu8.com/NW/2157454830\" target=\"_blank\"><b>维珍银河：预计9月份将举行下一轮前往太空的火箭发射</b></a></p>\n<p>维珍银河2021年Q2每股亏损0.39美元，市场预期亏损0.31美元，去年同期亏损0.3美元。公司正在恢复太空旅行“机票”的销售，起步价为每座45万美元；预计9月份将举行下一轮前往太空的火箭发射。</p>\n<p><b>6、</b><a href=\"https://laohu8.com/NW/2157454667\" target=\"_blank\"><b>图森未来Q2营收148.2万美元，净亏损1.17亿美元</b></a></p>\n<p>美东时间8月5日（周四）美股盘后，图森未来<a href=\"https://laohu8.com/S/TSP\">$(TSP)$</a>公布了其第二季度财务业绩。财报显示，该公司Q2营收148.2万美元，上年同期为26.3万美元，同比增长463%；归属于普通股股东的净亏损为1.17亿美元，上年同期为2808.4万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF","03086":"华夏纳指","QLD":"纳指两倍做多ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186213069","content_text":"摘要：美股周四全线收涨，纳指标普创历史新高；热门中概股周四收盘涨跌互现；欧洲股市普遍收高；周四美油收高0.8%，连续三日下跌后反弹；黄金期货价格周四收跌0.3%；拜登将设定2030年清洁能源汽车占美国销量一半的目标；国会预算办公室认为基建法案将导致美国预算赤字扩大2560亿美元。\n\n海外市场\n1、美股周四全线收涨，纳指标普创历史新高\n美股周四收高，纳指与标普500指数创收盘历史新高。美国上周初请失业金人数降至38.5万符合预期，提升了市场对周五非农数据的信心。截至收盘，道琼斯指数收涨0.78%，纳斯达克指数收涨0.78%，标普500指数收涨0.60%。大型科技股普涨，奈飞涨1.46%，Facebook涨1.13%，微软涨1.05%，谷歌A涨0.83%，亚马逊涨0.63%，苹果涨0.07%。\n盘面上，邮轮、航空板块，部分美国抗疫概念走强。嘉年华邮轮涨超7%，挪威邮轮涨超6%，美国航空集团涨超7%，美国联合航空$(UAL)$涨超4%，诺瓦瓦克斯医药涨超5%，Ocugen Inc涨超10%\n2、热门中概股周四收盘涨跌互现\n热门中概股周四收盘涨跌互现，蔚来汽车涨超1%，小鹏汽车跌超2%，理想汽车跌超4%，好未来涨近4%，新东方涨近2%，百度涨超1%，网易跌近6%，贝壳跌超5%，哔哩哔哩跌超3%，爱奇艺跌近3%，金山云跌超2%，陌陌跌超1%，京东、阿里巴巴跌近1%。\n3、欧洲股市普遍收高 英国央行维持利率和购债规模不变\n欧股普遍收高，投资者消化了企业财报和英国央行的关键货币政策决定。德国DAX30指数收涨0.33%，法国CAC40指数收涨0.52%，英国富时100指数收跌0.05%。\n4、周四美油收高0.8% 连续三日下跌后反弹\n因对新冠病毒德尔塔变异毒株加速传播可能会影响能源需求的担忧，推动油价连续三天大幅下跌后反弹。最终，纽交所9月交割的WTI期货价格上涨54美分，涨幅0.8%，收于每桶68.69美元。洲际交易所10月交割的布伦特原油期货价格上涨54美分，涨幅0.8%，收于每桶70.92美元。\n5、黄金期货价格周四收跌0.3%\n因美债收益率从2月以来的最高水平反弹，令金价承压。最终，纽交所12月交割的黄金期货价格下跌5.60美元，跌幅0.3%，收于每盎司1808.90美元。\n国际宏观\n1、国会预算办公室认为基建法案将导致美国预算赤字扩大2560亿美元\n美国国会预算办公室周四表示，两党的美国基建法案将在10年内导致联邦预算赤字增加2560亿美元，这与议员们有关支出将由一系列资金措施全额支付的主张不同。\n2、拜登将设定2030年清洁能源汽车占美国销量一半的目标\n美国总统乔-拜登计划设定到2030年末实现美国销售汽车中半数为新能源汽车的目标。汽车制造商称，只有政府加大充电桩及其它基础设施投资力度，才能实现这一目标。\n3、美联储戴利：或在今年晚些时候或明年初缩减购债\n旧金山联储主席戴利称，美联储将能够在今年晚些时候或明年初缩减购债。明尼阿波利斯联储主席卡什卡利表示，如果秋季就业市场如预期般强劲，则将达到“实质性进一步进展”的门槛。美联储理事沃勒表示，美联储可能会比一些人认为的更早收回宽松的货币政策。针对数字货币，他表示，对建立央行数字货币的必要性持高度怀疑态度。\n4、美国上周初请失业金人数录得38.5万人\n美国至7月31日当周初请失业金人数录得38.5万人，前值为40万人，预期值为38.4万人，申请人数连续第二周下降。\n5、参议院共和党人预计周末对基础设施法案投票\n参议院两位共和党要员表示，他们预计周末将对5500亿美元的两党基础设施方案进行投票，为参议院与白宫之间的数周谈判以及参议院内部数日的辩论画上句号。\n6、全球负收益债券价值破16万亿美元逼近历史高位! 通胀以外“央行的货币政策”也是原因\n周四（8月5日），由于全球债券的反弹使藉贷成本降至零以下，全球负收益债券的价值已飙升至逾16.5万亿 美元，为六个月以来的最高水平。\n7、福奇：如果新冠病毒继续传播 可能出现更严重的变异株\n当地时间8月5日，美国国家过敏症和传染病研究所所长安东尼·福奇在接受新闻采访时表示，如果不能控制新冠病毒的传播，且更多人仍拒绝接种疫苗，那么可能还会出现比德尔塔变异株更糟糕的新冠病毒变体以及衍生传染病。\n8、美国抵押贷款利率降至2月初以来最低\n房地美周四公布，30年期贷款利率平均水平为2.77%，低于上周的2.8%，并且是自2月11日最低。\n9、美国两党基建法案将从加密资产中“吸金”约230亿美元\n美国参议院两党基建法案的加密资产修正案将通过税收筹集约230亿美元。此外，美国共和党参议员Cornyn表示，他和民主党参议员Padilla提议允许各州灵活将未动用的疫情纾困资金用于基础设施项目。此举将释放出数十亿美元的联邦资金。\n公司新闻\n1、重磅！媒体：小米葡萄牙商店开始接受比特币等加密货币支付\n小米葡萄牙商店在社交媒体的官方网页上称，从现在开始，葡萄牙Mi Store的购物体验将变得更加包容和全面，用户可以使用比特币、以太坊、泰达币（Tether）、达世币（Dash）和瑞士加密货币支付服务供应商Utrust开发的原生代币Token Utrust来买小米产品。\n2、Beyond Meat每股亏损超预期业绩指引逊预期 股价盘后跌4%\nBeyond Meat周四盘后公布了该公司二季度财报。该公司当季每股亏损超出市场预期，因成本上升和业务投资拖累了利润率。财报公布后，Beyond Meat股价盘后下跌4%。\n3、高通宣布以每股37美元现金竞购自动驾驶技术公司Veoneer\n北京时间8月5日晚间消息，据报道，高通公司今日宣布，计划以每股37美元的现金交易竞购自动驾驶技术公司Veoneer。\n高通表示，将利用手中的现金资助这笔交易。因此，其报价不受任何融资意外或条件的约束。这一报价已获得高通董事会的一致批准，不再需要高通股东的批准。\n4、特斯拉董事长出售2200万美元股票\n周三，特斯拉向SEC提交的文件，该公司董事长Robyn Denholm在8月2日以703-726.2美元的价格总共卖出了31250股特斯拉股票，价值大约在2200万美元。这笔交易行动被解读为三年任期届满后离任的信号。\n5、维珍银河：预计9月份将举行下一轮前往太空的火箭发射\n维珍银河2021年Q2每股亏损0.39美元，市场预期亏损0.31美元，去年同期亏损0.3美元。公司正在恢复太空旅行“机票”的销售，起步价为每座45万美元；预计9月份将举行下一轮前往太空的火箭发射。\n6、图森未来Q2营收148.2万美元，净亏损1.17亿美元\n美东时间8月5日（周四）美股盘后，图森未来$(TSP)$公布了其第二季度财务业绩。财报显示，该公司Q2营收148.2万美元，上年同期为26.3万美元，同比增长463%；归属于普通股股东的净亏损为1.17亿美元，上年同期为2808.4万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804274129,"gmtCreate":1627961484861,"gmtModify":1703498672873,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570959382184881","idStr":"3570959382184881"},"themes":[],"htmlText":"BB wake up...&nbsp;","listText":"BB wake up...&nbsp;","text":"BB wake 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22:46","market":"us","language":"zh","title":"瑞银、美银告诉你：美股周期股仍胜于成长股","url":"https://stock-news.laohu8.com/highlight/detail?id=2152969660","media":"智通财经","summary":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息","content":"<p>尽管10年期美国国债收益率跌破1.2%。但<a href=\"https://laohu8.com/S/UBS\">瑞银</a>认为，投资者目前还不应抛售周期性股票。</p>\n<p>瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”</p>\n<p>但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”</p>\n<p>Haefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。</p>\n<p>瑞银目前仍然看好能源股和金融股，以及新兴市场股票。</p>\n<p>根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。</p>\n<p><img src=\"https://static.tigerbbs.com/075790c08ed2570480c8120dc7c71fb0\" tg-width=\"1019\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。</p>\n<p>尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。</p>\n<p>美银证券以Jill Carey </p>\n<p>Hall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”</p>\n<p><img src=\"https://static.tigerbbs.com/afaaf4e79acbb67c13fb254bbf0c0092\" tg-width=\"734\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”</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\" 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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瑞银、美银告诉你：美股周期股仍胜于成长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 22:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/517973.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/517973.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/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"UBS":"瑞银"},"source_url":"http://www.zhitongcaijing.com/content/detail/517973.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152969660","content_text":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”\nHaefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。\n瑞银目前仍然看好能源股和金融股，以及新兴市场股票。\n根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。\n同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。\n尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。\n美银证券以Jill Carey \nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":899498420,"gmtCreate":1628209334760,"gmtModify":1703503114204,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/899498420","repostId":"1186213069","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804274129,"gmtCreate":1627961484861,"gmtModify":1703498672873,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"themes":[],"htmlText":"BB wake up...&nbsp;","listText":"BB wake up...&nbsp;","text":"BB wake up...","images":[{"img":"https://static.tigerbbs.com/73f63f50f6523185e0353952a8e5f21d","width":"1080","height":"2619"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804274129","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805105463,"gmtCreate":1627863985852,"gmtModify":1703496670292,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"themes":[],"htmlText":"gogo up","listText":"gogo up","text":"gogo 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08:07","market":"sh","language":"zh","title":"新赛道风头不减，外资却开始默默加仓“老白马”","url":"https://stock-news.laohu8.com/highlight/detail?id=1142649306","media":"上海证券报","summary":"作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、","content":"<div>\n<p>作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。\n“老白马”重获北向资金关注\n相较于光伏、锂电池等强势板块，消费、金融等板块中的传统白马股近段时间明显表现不佳。其中，截至8月6日，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">Web Link</a>\n\n</div>\n","source":"shzqb","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>新赛道风头不减，外资却开始默默加仓“老白马”</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新赛道风头不减，外资却开始默默加仓“老白马”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 08:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。\n“老白马”重获北向资金关注\n相较于光伏、锂电池等强势板块，消费、金融等板块中的传统白马股近段时间明显表现不佳。其中，截至8月6日，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/9tHDxzGL1e3EBv7aQ0eEhQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142649306","content_text":"作为当前A股市场的“最强风口”，光伏、锂电池等板块频频掀起涨停潮。相比之下，消费、金融等板块中的传统白马股则显得有些黯然失色。不过，最新数据显示，外资已经开始默默买入这些“老白马”。近两周，中国平安、伊利股份、泸州老窖、格力电器、五粮液等股票均获北向资金大幅加仓。\n“老白马”重获北向资金关注\n相较于光伏、锂电池等强势板块，消费、金融等板块中的传统白马股近段时间明显表现不佳。其中，截至8月6日，中国平安、贵州茅台和五粮液6月以来均跌逾20%，伊利股份下跌10.7%。\n\n不过，近两周以来，北向资金开始逐步对这些“老白马”进行增持。\n东方财富Choice数据显示，7月26日至8月6日期间，北向资金对67家公司的净买入金额超过3亿元。其中，东方雨虹和中国平安的净买入额分别为33.54亿元和26.11亿元；伊利股份、迈瑞医疗、隆基股份、三一重工、泸州老窖等公司的净买入金额均超过10亿元；格力电器、恒瑞医药、五粮液等公司的净买入金额超过8亿元。这些买入金额靠前的公司多为传统白马公司。\n\n数据来源：东方财富Choice（增减持金额 = 增减持数量 * 8月6日收盘价）\n霸菱中国股票投资经理姜征昊表示，在关注近期市场波动的同时，他仍坚持自下而上的投资流程，并视市场调整为有吸引力的切入点，买进具有结构性增长潜力和优质基本面的企业。\n“展望下半年，A股市场将以盘整为主，波动性持续增加。板块布局上，我持续看好消费、建材龙头以及中高端设备制造相关板块。消费板块估值合理，其长期的成长逻辑保持不变。随着疫苗覆盖率的提升和经济的全面恢复，人均可支配收入有望在今年大幅改善进而迎来消费回归。”富达国际中国区股票投资主管、基金经理周文群称。\n外资坚定投资中国市场\n多家外资机构认为，A股市场的短期波动并不会影响外资长期流入趋势。景顺在最新发布的《全球主权资产管理研究》中称，凭借极具吸引力的本土回报及多元化的投资机会，中国市场的吸引力在过去四年稳步提升。\n景顺表示，未来五年，40%的主权基金计划增加对中国资产配置。75%的主权基金受可观的投资回报所吸引而投资于中国资产，57%的主权基金则将中国视作实现投资组合多元化的重要渠道。与主权基金一样，各国央行也在继续增加对中国资产的配置，从而在美元资产基础上实现多元化配置。\n国信证券也在最新发布的研报中称，当前外资对A股配置比例依然处于明显的低配状态。从外资配置A股规模占全球股票型基金规模比重来看，截至2020年底，全球股票公募基金总规模是28.3万亿美元，外资配置A股市场资金为5225亿美元，占比仅为1.8%。此外，当前MSCI全球指数中A股权重仅为0.4%，占比同样较低。所以总体看，目前A股在外资的全球资产配置中依然是明显低配的，长期来看外资持续净流入依然大有空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806177917,"gmtCreate":1627645363439,"gmtModify":1703493981496,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"themes":[],"htmlText":"up 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