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YangYang18
2022-06-19
$扬子江船业(BS6.SI)$
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YangYang18
2022-05-14
$扬子江船业(BS6.SI)$
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YangYang18
2021-06-30
$ContextLogic Inc.(WISH)$
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YangYang18
2021-06-21
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盘前异动:央行出手监管,比特币概念股集体下跌
YangYang18
2021-04-21
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供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装
YangYang18
2021-03-01
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逼空战过后,美股市场再度涌现激进的卖空潮
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href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","text":"$ContextLogic Inc.(WISH)$?","images":[{"img":"https://static.tigerbbs.com/f79fe435f7f8af379a57996b48c2ffb1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151121316","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":167226635,"gmtCreate":1624272332727,"gmtModify":1703832085387,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167226635","repostId":"1131677842","repostType":4,"repost":{"id":"1131677842","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":1624266936,"share":"https://ttm.financial/m/news/1131677842?lang=&edition=fundamental","pubTime":"2021-06-21 17:15","market":"us","language":"zh","title":"盘前异动:央行出手监管,比特币概念股集体下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1131677842","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。","content":"<p>6月21日(周一),美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。本周市场焦点仍是美联储的动态。周二,鲍威尔将在众议院冠状病毒危机特别小组委员会,就美联储的政策反应和经济发表讲话。本周五的美国个人消费支出数据也会引发关注,其中包括美联储密切关注的个人消费支出通胀指数。</p>\n<p><img src=\"https://static.tigerbbs.com/b823efc2f29358d07c69f7694ce2e1d2\" tg-width=\"695\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p>电子烟巨头<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超3%。年初至今,该公司股价跌去60%。上周五,中国国家烟草专卖局、中国国家市场监管总局发布关于《保护未成年人免受烟侵害“守护成长”专项行动方案》的通知:全面从严监管电子烟经营行为,各地要贯彻落实党中央、国务院关于推进电子烟监管法治化的要求,逐步建立健全电子烟监管工作体系,提升监管效能,规范电子烟生产经营活动,防范电子烟市场乱象“死灰复燃”。</p>\n<p>“中概股ESG第一股”、中国专业二手3C电子产品交易平台<a href=\"https://laohu8.com/S/RERE\">爱回收</a>盘前跌超4%。上周五,该公司上市首日收涨22%。根据财务数据显示,2018年至2020年,万物<a href=\"https://laohu8.com/S/ABCD\">新生</a>集团的营收分别为32.62亿元、39.32亿元和48.58亿元人民币。</p>\n<p>比特币短线下挫约1000美元,现报32607.80美元/枚。美股区块链板块盘前跌幅扩大,Marathon Patent、Riot Blockchain跌超7%,SOS、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌4.9%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌4.5%。消息面上,<b>近日人民银行有关部门就银行和支付机构为虚拟货币交易炒作提供服务问题,约谈了<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>和支付宝(中国)网络技术有限公司等部分银行和支付机构。</b></p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前涨0.42%。德国反垄断办公室对苹果提起诉讼。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前涨0.45%。Telsey Advisory表示,将耐克目标价从175美元下调至160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\" 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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盘前异动:央行出手监管,比特币概念股集体下跌\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\">2021-06-21 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月21日(周一),美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。本周市场焦点仍是美联储的动态。周二,鲍威尔将在众议院冠状病毒危机特别小组委员会,就美联储的政策反应和经济发表讲话。本周五的美国个人消费支出数据也会引发关注,其中包括美联储密切关注的个人消费支出通胀指数。</p>\n<p><img src=\"https://static.tigerbbs.com/b823efc2f29358d07c69f7694ce2e1d2\" tg-width=\"695\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p>电子烟巨头<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超3%。年初至今,该公司股价跌去60%。上周五,中国国家烟草专卖局、中国国家市场监管总局发布关于《保护未成年人免受烟侵害“守护成长”专项行动方案》的通知:全面从严监管电子烟经营行为,各地要贯彻落实党中央、国务院关于推进电子烟监管法治化的要求,逐步建立健全电子烟监管工作体系,提升监管效能,规范电子烟生产经营活动,防范电子烟市场乱象“死灰复燃”。</p>\n<p>“中概股ESG第一股”、中国专业二手3C电子产品交易平台<a href=\"https://laohu8.com/S/RERE\">爱回收</a>盘前跌超4%。上周五,该公司上市首日收涨22%。根据财务数据显示,2018年至2020年,万物<a href=\"https://laohu8.com/S/ABCD\">新生</a>集团的营收分别为32.62亿元、39.32亿元和48.58亿元人民币。</p>\n<p>比特币短线下挫约1000美元,现报32607.80美元/枚。美股区块链板块盘前跌幅扩大,Marathon Patent、Riot Blockchain跌超7%,SOS、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌4.9%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌4.5%。消息面上,<b>近日人民银行有关部门就银行和支付机构为虚拟货币交易炒作提供服务问题,约谈了<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>和支付宝(中国)网络技术有限公司等部分银行和支付机构。</b></p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前涨0.42%。德国反垄断办公室对苹果提起诉讼。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前涨0.45%。Telsey Advisory表示,将耐克目标价从175美元下调至160美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","RLX":"雾芯科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131677842","content_text":"6月21日(周一),美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。本周市场焦点仍是美联储的动态。周二,鲍威尔将在众议院冠状病毒危机特别小组委员会,就美联储的政策反应和经济发表讲话。本周五的美国个人消费支出数据也会引发关注,其中包括美联储密切关注的个人消费支出通胀指数。\n\n电子烟巨头雾芯科技盘前跌超3%。年初至今,该公司股价跌去60%。上周五,中国国家烟草专卖局、中国国家市场监管总局发布关于《保护未成年人免受烟侵害“守护成长”专项行动方案》的通知:全面从严监管电子烟经营行为,各地要贯彻落实党中央、国务院关于推进电子烟监管法治化的要求,逐步建立健全电子烟监管工作体系,提升监管效能,规范电子烟生产经营活动,防范电子烟市场乱象“死灰复燃”。\n“中概股ESG第一股”、中国专业二手3C电子产品交易平台爱回收盘前跌超4%。上周五,该公司上市首日收涨22%。根据财务数据显示,2018年至2020年,万物新生集团的营收分别为32.62亿元、39.32亿元和48.58亿元人民币。\n比特币短线下挫约1000美元,现报32607.80美元/枚。美股区块链板块盘前跌幅扩大,Marathon Patent、Riot Blockchain跌超7%,SOS、亿邦国际跌4.9%,嘉楠科技跌4.5%。消息面上,近日人民银行有关部门就银行和支付机构为虚拟货币交易炒作提供服务问题,约谈了工商银行、农业银行、建设银行、邮储银行、兴业银行和支付宝(中国)网络技术有限公司等部分银行和支付机构。\n苹果盘前涨0.42%。德国反垄断办公室对苹果提起诉讼。\n耐克盘前涨0.45%。Telsey Advisory表示,将耐克目标价从175美元下调至160美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378897966,"gmtCreate":1619014323555,"gmtModify":1704718341166,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378897966","repostId":"1106242522","repostType":4,"repost":{"id":"1106242522","kind":"news","pubTimestamp":1618998566,"share":"https://ttm.financial/m/news/1106242522?lang=&edition=fundamental","pubTime":"2021-04-21 17:49","market":"us","language":"zh","title":"供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装","url":"https://stock-news.laohu8.com/highlight/detail?id=1106242522","media":"中证网","summary":"4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭","content":"<div>\n<p>4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。</p>\n\n<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">Web Link</a>\n\n</div>\n","source":"zzw","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>供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 17:49 北京时间 <a href=http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html><strong>中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。</p>\n\n<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.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/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106242522","content_text":"4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362831698,"gmtCreate":1614611491214,"gmtModify":1704773089391,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362831698","repostId":"1168454193","repostType":4,"repost":{"id":"1168454193","kind":"news","pubTimestamp":1614610279,"share":"https://ttm.financial/m/news/1168454193?lang=&edition=fundamental","pubTime":"2021-03-01 22:51","market":"us","language":"zh","title":"逼空战过后,美股市场再度涌现激进的卖空潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1168454193","media":"金十数据","summary":"此前,卖空者在逼空热潮中损失惨重。而根据高盛的报告,他们似乎正卷土重来……","content":"<p>作者:林莫愁</p>\n<p>金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。</p>\n<p><img src=\"https://static.tigerbbs.com/44e0b18bf742c7d13185b0916916b3a1\" tg-width=\"727\" tg-height=\"515\" referrerpolicy=\"no-referrer\"></p>\n<p>一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空群体也可能会被“劝退”。然而,<b>根据<a href=\"https://laohu8.com/S/GS\">高盛</a>Prime的最新数据,近期卖空者又重新出现,上周四市场上出现了近几个月来最激进的卖空行为。</b></p>\n<p>正如高盛的Vincent Lin所写的那样,<b><u>高盛的Prime book显示股市上周四出现了净卖出情况,这完全是由卖空行为推动的;卖空行为远远超过了适当的多头买入行为(13比1)</u></b>。交易表明,从地区角度来看,净卖出情况主要集中在<b>北美</b>,这超过了亚洲新兴市场(多头买入+空头回补)和亚洲(多头买入)的净买入,而欧洲股市几乎没有净买入。</p>\n<p>报告具体内容如下:</p>\n<p>这场自1月27日以来美国股市规模最大的净卖出,是受宏观资产卖空和个股的多空交易所推动的;宏观资产(包括指数和ETF)和个股分别占周四净卖出的70%和30%。</p>\n<p>在公司债券、科技和大型ETF的推动下,高盛Prime book上ETF的空头增加了2.4%;ETF占美国市场成交量的31%,较今年年初到现在的平均水平增加了40%,达到了自去年11月初以来的最高成交量。</p>\n<p><b>除ETF外,个股也出现连续两天净卖出的情况,创下自1月25日以来的最大净卖出,做空行为主要集中在</b><b>科技股</b><b>和</b><b>非必需消费品股</b><b>。</b>其中,科技股创下自1月26日以来的最大净卖出,受多空交易推动;非必需消费品股录得连续5天净卖出,主要受空头交易推动。美东时间2月24日,非必需消费品股出现5年多来最大的净卖出,但目前净卖出行为仍在继续。</p>\n<p>值得注意的是,在科技股中,有一类股票没有出现做空热潮:TMT行业大型股FAAMG出现了自2月5日以来最大的净买入,这是由多头买入和较小程度的空头回补所推动的。</p>\n<p><b>医疗保健类股、金融类股、工业类股和材料类股</b>在上周四则均为净买入。</p>\n<p>总结来说,以下是上周四按行业分类的行业细分:</p>\n<blockquote>\n <b>出现净买入的行业</b>:资本市场、化工、生物技术、航空、专业服务、无线通信、酒店、餐馆和休闲、航空航天和国防;\n <b>出现净卖出的行业:</b>IT服务、互联网和直销零售、互动媒体和通信、半设备和半装备、汽车、媒体、金属和矿业、零售专卖。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/0d004f5725da0417c3ac5cde50dbcd49\" tg-width=\"750\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>接下来是高盛对股票业绩的估计:上周四是自1月27日以来,基本面交易策略的多头/空头比率表现最差的一天,但多头/空头比率的月累计回报率仍为正值。</p>\n<p><img src=\"https://static.tigerbbs.com/e69ac2a2c67efc727b86a4518cb384c6\" tg-width=\"673\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/cd5460469a99fc5ea3cc7c099eaad1ff\" tg-width=\"690\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p>\n<p>从上图看出,对于使用基本面交易策略的对冲基金来说,从年初至今的长期回报率显然很惨淡。<b><u>根据高盛的数据,基本面交易策略的多头/空头比率出现了自1月27日以来的最大跌幅,录得连续7天下降,现在的多头/空头比率仅为去年水平的75%。</u></b></p>\n<p><img src=\"https://static.tigerbbs.com/3cd46fdbf29c639011d0d3eb35044b44\" tg-width=\"750\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>最后,金融零对冲称,在1月份下旬,散户发现了被严重做空的个股,进而哄炒股价,迫使做空这些个股的对冲基金进行空头回补。<b>现在,做空的对冲基金正在试探性地尝试重新做空。</b></p>\n<p>你猜,还有多久会出现下一次大规模逼空热潮,才能让股票特别是那些最垃圾的股票再次走高?</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>逼空战过后,美股市场再度涌现激进的卖空潮</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{ 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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逼空战过后,美股市场再度涌现激进的卖空潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 22:51 北京时间 <a href=https://xnews.jin10.com/details/71136><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:林莫愁\n金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。\n\n一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空...</p>\n\n<a href=\"https://xnews.jin10.com/details/71136\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/71136","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168454193","content_text":"作者:林莫愁\n金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。\n\n一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空群体也可能会被“劝退”。然而,根据高盛Prime的最新数据,近期卖空者又重新出现,上周四市场上出现了近几个月来最激进的卖空行为。\n正如高盛的Vincent Lin所写的那样,高盛的Prime book显示股市上周四出现了净卖出情况,这完全是由卖空行为推动的;卖空行为远远超过了适当的多头买入行为(13比1)。交易表明,从地区角度来看,净卖出情况主要集中在北美,这超过了亚洲新兴市场(多头买入+空头回补)和亚洲(多头买入)的净买入,而欧洲股市几乎没有净买入。\n报告具体内容如下:\n这场自1月27日以来美国股市规模最大的净卖出,是受宏观资产卖空和个股的多空交易所推动的;宏观资产(包括指数和ETF)和个股分别占周四净卖出的70%和30%。\n在公司债券、科技和大型ETF的推动下,高盛Prime book上ETF的空头增加了2.4%;ETF占美国市场成交量的31%,较今年年初到现在的平均水平增加了40%,达到了自去年11月初以来的最高成交量。\n除ETF外,个股也出现连续两天净卖出的情况,创下自1月25日以来的最大净卖出,做空行为主要集中在科技股和非必需消费品股。其中,科技股创下自1月26日以来的最大净卖出,受多空交易推动;非必需消费品股录得连续5天净卖出,主要受空头交易推动。美东时间2月24日,非必需消费品股出现5年多来最大的净卖出,但目前净卖出行为仍在继续。\n值得注意的是,在科技股中,有一类股票没有出现做空热潮:TMT行业大型股FAAMG出现了自2月5日以来最大的净买入,这是由多头买入和较小程度的空头回补所推动的。\n医疗保健类股、金融类股、工业类股和材料类股在上周四则均为净买入。\n总结来说,以下是上周四按行业分类的行业细分:\n\n出现净买入的行业:资本市场、化工、生物技术、航空、专业服务、无线通信、酒店、餐馆和休闲、航空航天和国防;\n 出现净卖出的行业:IT服务、互联网和直销零售、互动媒体和通信、半设备和半装备、汽车、媒体、金属和矿业、零售专卖。\n\n\n接下来是高盛对股票业绩的估计:上周四是自1月27日以来,基本面交易策略的多头/空头比率表现最差的一天,但多头/空头比率的月累计回报率仍为正值。\n\n\n从上图看出,对于使用基本面交易策略的对冲基金来说,从年初至今的长期回报率显然很惨淡。根据高盛的数据,基本面交易策略的多头/空头比率出现了自1月27日以来的最大跌幅,录得连续7天下降,现在的多头/空头比率仅为去年水平的75%。\n\n最后,金融零对冲称,在1月份下旬,散户发现了被严重做空的个股,进而哄炒股价,迫使做空这些个股的对冲基金进行空头回补。现在,做空的对冲基金正在试探性地尝试重新做空。\n你猜,还有多久会出现下一次大规模逼空热潮,才能让股票特别是那些最垃圾的股票再次走高?","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":151121316,"gmtCreate":1625068332335,"gmtModify":1703735464939,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>?","text":"$ContextLogic Inc.(WISH)$?","images":[{"img":"https://static.tigerbbs.com/f79fe435f7f8af379a57996b48c2ffb1","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151121316","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040881523,"gmtCreate":1655639614962,"gmtModify":1676535676296,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$扬子江船业(BS6.SI)$</a>🙂","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$扬子江船业(BS6.SI)$</a>🙂","text":"$扬子江船业(BS6.SI)$🙂","images":[{"img":"https://community-static.tradeup.com/news/f11caf23d62dfcb14f9d34fc6dea6efa","width":"1242","height":"1968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040881523","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067457091,"gmtCreate":1652500658213,"gmtModify":1676535113220,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$扬子江船业(BS6.SI)$</a>😬","listText":"<a 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17:15","market":"us","language":"zh","title":"盘前异动:央行出手监管,比特币概念股集体下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1131677842","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。","content":"<p>6月21日(周一),美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。本周市场焦点仍是美联储的动态。周二,鲍威尔将在众议院冠状病毒危机特别小组委员会,就美联储的政策反应和经济发表讲话。本周五的美国个人消费支出数据也会引发关注,其中包括美联储密切关注的个人消费支出通胀指数。</p>\n<p><img src=\"https://static.tigerbbs.com/b823efc2f29358d07c69f7694ce2e1d2\" tg-width=\"695\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p>电子烟巨头<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超3%。年初至今,该公司股价跌去60%。上周五,中国国家烟草专卖局、中国国家市场监管总局发布关于《保护未成年人免受烟侵害“守护成长”专项行动方案》的通知:全面从严监管电子烟经营行为,各地要贯彻落实党中央、国务院关于推进电子烟监管法治化的要求,逐步建立健全电子烟监管工作体系,提升监管效能,规范电子烟生产经营活动,防范电子烟市场乱象“死灰复燃”。</p>\n<p>“中概股ESG第一股”、中国专业二手3C电子产品交易平台<a href=\"https://laohu8.com/S/RERE\">爱回收</a>盘前跌超4%。上周五,该公司上市首日收涨22%。根据财务数据显示,2018年至2020年,万物<a href=\"https://laohu8.com/S/ABCD\">新生</a>集团的营收分别为32.62亿元、39.32亿元和48.58亿元人民币。</p>\n<p>比特币短线下挫约1000美元,现报32607.80美元/枚。美股区块链板块盘前跌幅扩大,Marathon Patent、Riot Blockchain跌超7%,SOS、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌4.9%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌4.5%。消息面上,<b>近日人民银行有关部门就银行和支付机构为虚拟货币交易炒作提供服务问题,约谈了<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>和支付宝(中国)网络技术有限公司等部分银行和支付机构。</b></p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前涨0.42%。德国反垄断办公室对苹果提起诉讼。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前涨0.45%。Telsey Advisory表示,将耐克目标价从175美元下调至160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>盘前异动:央行出手监管,比特币概念股集体下跌</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; 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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盘前异动:央行出手监管,比特币概念股集体下跌\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\">2021-06-21 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月21日(周一),美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。本周市场焦点仍是美联储的动态。周二,鲍威尔将在众议院冠状病毒危机特别小组委员会,就美联储的政策反应和经济发表讲话。本周五的美国个人消费支出数据也会引发关注,其中包括美联储密切关注的个人消费支出通胀指数。</p>\n<p><img src=\"https://static.tigerbbs.com/b823efc2f29358d07c69f7694ce2e1d2\" tg-width=\"695\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p>\n<p>电子烟巨头<a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超3%。年初至今,该公司股价跌去60%。上周五,中国国家烟草专卖局、中国国家市场监管总局发布关于《保护未成年人免受烟侵害“守护成长”专项行动方案》的通知:全面从严监管电子烟经营行为,各地要贯彻落实党中央、国务院关于推进电子烟监管法治化的要求,逐步建立健全电子烟监管工作体系,提升监管效能,规范电子烟生产经营活动,防范电子烟市场乱象“死灰复燃”。</p>\n<p>“中概股ESG第一股”、中国专业二手3C电子产品交易平台<a href=\"https://laohu8.com/S/RERE\">爱回收</a>盘前跌超4%。上周五,该公司上市首日收涨22%。根据财务数据显示,2018年至2020年,万物<a href=\"https://laohu8.com/S/ABCD\">新生</a>集团的营收分别为32.62亿元、39.32亿元和48.58亿元人民币。</p>\n<p>比特币短线下挫约1000美元,现报32607.80美元/枚。美股区块链板块盘前跌幅扩大,Marathon Patent、Riot Blockchain跌超7%,SOS、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>跌4.9%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌4.5%。消息面上,<b>近日人民银行有关部门就银行和支付机构为虚拟货币交易炒作提供服务问题,约谈了<a href=\"https://laohu8.com/S/601398\">工商银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/601658\">邮储银行</a>、<a href=\"https://laohu8.com/S/601166\">兴业银行</a>和支付宝(中国)网络技术有限公司等部分银行和支付机构。</b></p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前涨0.42%。德国反垄断办公室对苹果提起诉讼。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前涨0.45%。Telsey Advisory表示,将耐克目标价从175美元下调至160美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","RLX":"雾芯科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131677842","content_text":"6月21日(周一),美股三大指数期货在盘前时段集体上涨,纳指期货涨幅居前。本周市场焦点仍是美联储的动态。周二,鲍威尔将在众议院冠状病毒危机特别小组委员会,就美联储的政策反应和经济发表讲话。本周五的美国个人消费支出数据也会引发关注,其中包括美联储密切关注的个人消费支出通胀指数。\n\n电子烟巨头雾芯科技盘前跌超3%。年初至今,该公司股价跌去60%。上周五,中国国家烟草专卖局、中国国家市场监管总局发布关于《保护未成年人免受烟侵害“守护成长”专项行动方案》的通知:全面从严监管电子烟经营行为,各地要贯彻落实党中央、国务院关于推进电子烟监管法治化的要求,逐步建立健全电子烟监管工作体系,提升监管效能,规范电子烟生产经营活动,防范电子烟市场乱象“死灰复燃”。\n“中概股ESG第一股”、中国专业二手3C电子产品交易平台爱回收盘前跌超4%。上周五,该公司上市首日收涨22%。根据财务数据显示,2018年至2020年,万物新生集团的营收分别为32.62亿元、39.32亿元和48.58亿元人民币。\n比特币短线下挫约1000美元,现报32607.80美元/枚。美股区块链板块盘前跌幅扩大,Marathon Patent、Riot Blockchain跌超7%,SOS、亿邦国际跌4.9%,嘉楠科技跌4.5%。消息面上,近日人民银行有关部门就银行和支付机构为虚拟货币交易炒作提供服务问题,约谈了工商银行、农业银行、建设银行、邮储银行、兴业银行和支付宝(中国)网络技术有限公司等部分银行和支付机构。\n苹果盘前涨0.42%。德国反垄断办公室对苹果提起诉讼。\n耐克盘前涨0.45%。Telsey Advisory表示,将耐克目标价从175美元下调至160美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378897966,"gmtCreate":1619014323555,"gmtModify":1704718341166,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378897966","repostId":"1106242522","repostType":4,"repost":{"id":"1106242522","kind":"news","pubTimestamp":1618998566,"share":"https://ttm.financial/m/news/1106242522?lang=&edition=fundamental","pubTime":"2021-04-21 17:49","market":"us","language":"zh","title":"供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装","url":"https://stock-news.laohu8.com/highlight/detail?id=1106242522","media":"中证网","summary":"4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭","content":"<div>\n<p>4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。</p>\n\n<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html\">Web Link</a>\n\n</div>\n","source":"zzw","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>供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装</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供应链人士:苹果12.9英寸iPad Pro Mini LED由富士康独家组装\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 17:49 北京时间 <a href=http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html><strong>中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。</p>\n\n<a href=\"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.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/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"http://www.cs.com.cn/sylm/jsbd/202104/t20210421_6159920.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106242522","content_text":"4月21日下午,中国证券报记者从供应链人士独家获悉,苹果12.9英寸iPad Pro Mini LED版本由富士康独家组装供货。消息面上,4月21日凌晨,苹果发布iPad Pro平板电脑,支持5G,搭载苹果最新的M1芯片。11英寸版本 iPad Pro 售价6199元起。12.9英寸版本采用Mini LED屏幕,售价8499元起。","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362831698,"gmtCreate":1614611491214,"gmtModify":1704773089391,"author":{"id":"3574189594412642","authorId":"3574189594412642","name":"YangYang18","avatar":"https://community-static.tradeup.com/news/35e2f34e00ad8cbbadfacbc2dc8189ff","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574189594412642","authorIdStr":"3574189594412642"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362831698","repostId":"1168454193","repostType":4,"repost":{"id":"1168454193","kind":"news","pubTimestamp":1614610279,"share":"https://ttm.financial/m/news/1168454193?lang=&edition=fundamental","pubTime":"2021-03-01 22:51","market":"us","language":"zh","title":"逼空战过后,美股市场再度涌现激进的卖空潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1168454193","media":"金十数据","summary":"此前,卖空者在逼空热潮中损失惨重。而根据高盛的报告,他们似乎正卷土重来……","content":"<p>作者:林莫愁</p>\n<p>金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。</p>\n<p><img src=\"https://static.tigerbbs.com/44e0b18bf742c7d13185b0916916b3a1\" tg-width=\"727\" tg-height=\"515\" referrerpolicy=\"no-referrer\"></p>\n<p>一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空群体也可能会被“劝退”。然而,<b>根据<a href=\"https://laohu8.com/S/GS\">高盛</a>Prime的最新数据,近期卖空者又重新出现,上周四市场上出现了近几个月来最激进的卖空行为。</b></p>\n<p>正如高盛的Vincent Lin所写的那样,<b><u>高盛的Prime book显示股市上周四出现了净卖出情况,这完全是由卖空行为推动的;卖空行为远远超过了适当的多头买入行为(13比1)</u></b>。交易表明,从地区角度来看,净卖出情况主要集中在<b>北美</b>,这超过了亚洲新兴市场(多头买入+空头回补)和亚洲(多头买入)的净买入,而欧洲股市几乎没有净买入。</p>\n<p>报告具体内容如下:</p>\n<p>这场自1月27日以来美国股市规模最大的净卖出,是受宏观资产卖空和个股的多空交易所推动的;宏观资产(包括指数和ETF)和个股分别占周四净卖出的70%和30%。</p>\n<p>在公司债券、科技和大型ETF的推动下,高盛Prime book上ETF的空头增加了2.4%;ETF占美国市场成交量的31%,较今年年初到现在的平均水平增加了40%,达到了自去年11月初以来的最高成交量。</p>\n<p><b>除ETF外,个股也出现连续两天净卖出的情况,创下自1月25日以来的最大净卖出,做空行为主要集中在</b><b>科技股</b><b>和</b><b>非必需消费品股</b><b>。</b>其中,科技股创下自1月26日以来的最大净卖出,受多空交易推动;非必需消费品股录得连续5天净卖出,主要受空头交易推动。美东时间2月24日,非必需消费品股出现5年多来最大的净卖出,但目前净卖出行为仍在继续。</p>\n<p>值得注意的是,在科技股中,有一类股票没有出现做空热潮:TMT行业大型股FAAMG出现了自2月5日以来最大的净买入,这是由多头买入和较小程度的空头回补所推动的。</p>\n<p><b>医疗保健类股、金融类股、工业类股和材料类股</b>在上周四则均为净买入。</p>\n<p>总结来说,以下是上周四按行业分类的行业细分:</p>\n<blockquote>\n <b>出现净买入的行业</b>:资本市场、化工、生物技术、航空、专业服务、无线通信、酒店、餐馆和休闲、航空航天和国防;\n <b>出现净卖出的行业:</b>IT服务、互联网和直销零售、互动媒体和通信、半设备和半装备、汽车、媒体、金属和矿业、零售专卖。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/0d004f5725da0417c3ac5cde50dbcd49\" tg-width=\"750\" tg-height=\"308\" referrerpolicy=\"no-referrer\"></p>\n<p>接下来是高盛对股票业绩的估计:上周四是自1月27日以来,基本面交易策略的多头/空头比率表现最差的一天,但多头/空头比率的月累计回报率仍为正值。</p>\n<p><img src=\"https://static.tigerbbs.com/e69ac2a2c67efc727b86a4518cb384c6\" tg-width=\"673\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/cd5460469a99fc5ea3cc7c099eaad1ff\" tg-width=\"690\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p>\n<p>从上图看出,对于使用基本面交易策略的对冲基金来说,从年初至今的长期回报率显然很惨淡。<b><u>根据高盛的数据,基本面交易策略的多头/空头比率出现了自1月27日以来的最大跌幅,录得连续7天下降,现在的多头/空头比率仅为去年水平的75%。</u></b></p>\n<p><img src=\"https://static.tigerbbs.com/3cd46fdbf29c639011d0d3eb35044b44\" tg-width=\"750\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p>\n<p>最后,金融零对冲称,在1月份下旬,散户发现了被严重做空的个股,进而哄炒股价,迫使做空这些个股的对冲基金进行空头回补。<b>现在,做空的对冲基金正在试探性地尝试重新做空。</b></p>\n<p>你猜,还有多久会出现下一次大规模逼空热潮,才能让股票特别是那些最垃圾的股票再次走高?</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>逼空战过后,美股市场再度涌现激进的卖空潮</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{ 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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逼空战过后,美股市场再度涌现激进的卖空潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 22:51 北京时间 <a href=https://xnews.jin10.com/details/71136><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:林莫愁\n金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。\n\n一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空...</p>\n\n<a href=\"https://xnews.jin10.com/details/71136\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/71136","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168454193","content_text":"作者:林莫愁\n金融零对冲称,对于卖空者来说,从互联网泡沫时代到现在是痛苦的十年,因为在美联储操纵和干预市场下,股市一路大涨,他们别无选择,只能将卖空的兴趣降低。再加上1月份Reddit论坛上的散户针对GME和AMC等股票发起逼空事件,最终却惨跌收场,这更是进一步打击了卖空群体,卖空兴趣在1月底达到历史新低。\n\n一些人可能会认为,由于美联储的做法以及有可能出台的1.9万亿美元的刺激计划,剩下的卖空群体也可能会被“劝退”。然而,根据高盛Prime的最新数据,近期卖空者又重新出现,上周四市场上出现了近几个月来最激进的卖空行为。\n正如高盛的Vincent Lin所写的那样,高盛的Prime book显示股市上周四出现了净卖出情况,这完全是由卖空行为推动的;卖空行为远远超过了适当的多头买入行为(13比1)。交易表明,从地区角度来看,净卖出情况主要集中在北美,这超过了亚洲新兴市场(多头买入+空头回补)和亚洲(多头买入)的净买入,而欧洲股市几乎没有净买入。\n报告具体内容如下:\n这场自1月27日以来美国股市规模最大的净卖出,是受宏观资产卖空和个股的多空交易所推动的;宏观资产(包括指数和ETF)和个股分别占周四净卖出的70%和30%。\n在公司债券、科技和大型ETF的推动下,高盛Prime book上ETF的空头增加了2.4%;ETF占美国市场成交量的31%,较今年年初到现在的平均水平增加了40%,达到了自去年11月初以来的最高成交量。\n除ETF外,个股也出现连续两天净卖出的情况,创下自1月25日以来的最大净卖出,做空行为主要集中在科技股和非必需消费品股。其中,科技股创下自1月26日以来的最大净卖出,受多空交易推动;非必需消费品股录得连续5天净卖出,主要受空头交易推动。美东时间2月24日,非必需消费品股出现5年多来最大的净卖出,但目前净卖出行为仍在继续。\n值得注意的是,在科技股中,有一类股票没有出现做空热潮:TMT行业大型股FAAMG出现了自2月5日以来最大的净买入,这是由多头买入和较小程度的空头回补所推动的。\n医疗保健类股、金融类股、工业类股和材料类股在上周四则均为净买入。\n总结来说,以下是上周四按行业分类的行业细分:\n\n出现净买入的行业:资本市场、化工、生物技术、航空、专业服务、无线通信、酒店、餐馆和休闲、航空航天和国防;\n 出现净卖出的行业:IT服务、互联网和直销零售、互动媒体和通信、半设备和半装备、汽车、媒体、金属和矿业、零售专卖。\n\n\n接下来是高盛对股票业绩的估计:上周四是自1月27日以来,基本面交易策略的多头/空头比率表现最差的一天,但多头/空头比率的月累计回报率仍为正值。\n\n\n从上图看出,对于使用基本面交易策略的对冲基金来说,从年初至今的长期回报率显然很惨淡。根据高盛的数据,基本面交易策略的多头/空头比率出现了自1月27日以来的最大跌幅,录得连续7天下降,现在的多头/空头比率仅为去年水平的75%。\n\n最后,金融零对冲称,在1月份下旬,散户发现了被严重做空的个股,进而哄炒股价,迫使做空这些个股的对冲基金进行空头回补。现在,做空的对冲基金正在试探性地尝试重新做空。\n你猜,还有多久会出现下一次大规模逼空热潮,才能让股票特别是那些最垃圾的股票再次走高?","news_type":1},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}