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2023-01-08
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2023-01-17
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2023-01-15
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2023-01-13
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2023-01-02
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2022-11-22
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市场监管总局就《反不正当竞争法(修订草案征求意见稿)》征求意见
龙城飞将ivy
2022-09-02
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昨夜今晨 | 美股芯片股走低!一中概妖股暴跌超95%
龙城飞将ivy
2023-03-16
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@中国基金报:突發預警,這股大跌近30%
龙城飞将ivy
2023-01-14
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2023-01-10
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2023-01-06
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2022-12-31
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2022-12-30
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2022-12-29
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2022-12-27
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2022-12-26
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2022-12-25
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伊萬3月16日週四,瑞信危機致市場再度陷入恐慌,港股早盤小幅衝高後午後跌幅擴大,全天弱勢震盪,恆指一度跌2.2%,刷新去年12月以來新低。截至收盤,恆生指數收跌1.72%,跌335.96點,報19203.91點;恆生科技指數跌1.41%,報3811.81點;恆生國企指數跌1.18%,報6482.47點。盤面上,科網股普遍走低,B站跌超4%,京東、騰訊跌超2%,網易、阿里巴巴跌近2%;大金融股普跌,保誠跌超7%,友邦保險跌超5%,中國平安跌超3%,匯豐控股跌超2%;石油、煤炭等資源股下挫,中海油跌近5%,中石油跌近4%,兗礦能源跌近5%,中煤能源跌超4%。另一方面,部分醫療保健股逆市走高,華潤醫療、華潤醫藥漲超5%,中國中藥漲超4%,阿里健康漲近4%。此外,部分低價股異動。盛諾集團一度暴漲超3.5倍,收漲72.6%;華夏文化科技一度狂飆近140%,收盤漲18.29%。其他重要消息方面,香港證監會發言人指,正密切關注形勢發展,以評估對香港市場的影響,也會與其他金融監管機構及港交所保持密切溝通。突發利空電視廣播巨頭狂瀉近30%3月16日週四,港股電視廣播低開,午後跌幅擴大,收盤收於日日低附近,報7.02港元/股,最新總市值30.75億港元。據悉,電視廣播是TVB的母企。消息面上,電視廣播於今日發出盈利警告,稱預期去年淨虧損介乎7.9億至8.3億港元,較2021年的虧損6.47億港元,預期EBITDA虧損擴大至3.38億港元。電視廣播解釋,去年虧損擴大,歸因香港的電視廣告市場仍然疲弱,抑制了廣告收入增長,同時去年下半年受疫情影響,導致和內地聯合制作業務放緩,而且集團對若干遺留的投資資產作出非現金減值撥備。電視廣播同時指,去年收入按年增24%至35.86億港元,而截至去年底,集團權益總額逾36億港元,以及不受限制的銀行及現金結餘逾10億港元。金融板塊走低3","listText":"中國基金報記者 伊萬3月16日週四,瑞信危機致市場再度陷入恐慌,港股早盤小幅衝高後午後跌幅擴大,全天弱勢震盪,恆指一度跌2.2%,刷新去年12月以來新低。截至收盤,恆生指數收跌1.72%,跌335.96點,報19203.91點;恆生科技指數跌1.41%,報3811.81點;恆生國企指數跌1.18%,報6482.47點。盤面上,科網股普遍走低,B站跌超4%,京東、騰訊跌超2%,網易、阿里巴巴跌近2%;大金融股普跌,保誠跌超7%,友邦保險跌超5%,中國平安跌超3%,匯豐控股跌超2%;石油、煤炭等資源股下挫,中海油跌近5%,中石油跌近4%,兗礦能源跌近5%,中煤能源跌超4%。另一方面,部分醫療保健股逆市走高,華潤醫療、華潤醫藥漲超5%,中國中藥漲超4%,阿里健康漲近4%。此外,部分低價股異動。盛諾集團一度暴漲超3.5倍,收漲72.6%;華夏文化科技一度狂飆近140%,收盤漲18.29%。其他重要消息方面,香港證監會發言人指,正密切關注形勢發展,以評估對香港市場的影響,也會與其他金融監管機構及港交所保持密切溝通。突發利空電視廣播巨頭狂瀉近30%3月16日週四,港股電視廣播低開,午後跌幅擴大,收盤收於日日低附近,報7.02港元/股,最新總市值30.75億港元。據悉,電視廣播是TVB的母企。消息面上,電視廣播於今日發出盈利警告,稱預期去年淨虧損介乎7.9億至8.3億港元,較2021年的虧損6.47億港元,預期EBITDA虧損擴大至3.38億港元。電視廣播解釋,去年虧損擴大,歸因香港的電視廣告市場仍然疲弱,抑制了廣告收入增長,同時去年下半年受疫情影響,導致和內地聯合制作業務放緩,而且集團對若干遺留的投資資產作出非現金減值撥備。電視廣播同時指,去年收入按年增24%至35.86億港元,而截至去年底,集團權益總額逾36億港元,以及不受限制的銀行及現金結餘逾10億港元。金融板塊走低3","text":"中國基金報記者 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{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市场监管总局就《反不正当竞争法(修订草案征求意见稿)》征求意见\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 15:02 北京时间 <a href=https://www.samr.gov.cn/hd/zjdc/202211/t20221121_351812.html><strong>市场监管总局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场监管总局11月22日表示,公平竞争是市场经济的基本原则,是市场机制高效运行的重要基础。党中央、国务院高度重视反不正当竞争工作,习近平总书记多次作出重要指示,强调深入推进公平竞争政策实施,加强反垄断和反不正当竞争,加快完善相关法律制度,推进反垄断法、反不正当竞争法修订工作。党的二十大报告强调,要完善公平竞争等市场经济基础制度,优化营商环境,加强反不正当竞争。为贯彻落实党中央、国务院决策部署,...</p>\n\n<a href=\"https://www.samr.gov.cn/hd/zjdc/202211/t20221121_351812.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/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"https://www.samr.gov.cn/hd/zjdc/202211/t20221121_351812.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135275385","content_text":"市场监管总局11月22日表示,公平竞争是市场经济的基本原则,是市场机制高效运行的重要基础。党中央、国务院高度重视反不正当竞争工作,习近平总书记多次作出重要指示,强调深入推进公平竞争政策实施,加强反垄断和反不正当竞争,加快完善相关法律制度,推进反垄断法、反不正当竞争法修订工作。党的二十大报告强调,要完善公平竞争等市场经济基础制度,优化营商环境,加强反不正当竞争。为贯彻落实党中央、国务院决策部署,进一步完善公平竞争制度,按照《国务院2022年度立法工作计划》安排,市场监管总局起草了《中华人民共和国反不正当竞争法(修订草案征求意见稿)》(以下简称修订草案)。现说明如下:一、修订的必要性反不正当竞争法自1993年正式施行,于2017年、2019年进行了两次修订。作为规范市场竞争行为的基础性法律,在营造公平竞争的市场环境,保护经营者和消费者合法权益方面发挥着非常重要的作用。随着新经济、新业态、新模式的层出不穷,利用数据、算法、平台规则等实施的新型不正当竞争行为亟待规制。2022年3月,党中央、国务院印发《关于加快建设全国统一大市场的意见》,提出建设高效规范、公平竞争、充分开放的“全国统一大市场”,要求加快推动修改反垄断法、反不正当竞争法,要对市场主体、消费者反映强烈的重点行业和领域,加强全链条竞争监管执法,以公正监管保障公平竞争;加强对平台经济、共享经济等新业态领域不正当竞争行为的规制,整治网络黑灰产业链条,治理新型网络不正当竞争行为,为反不正当竞争立法和执法工作提出了明确指引。此外,实践中仍存在着一些突出的反不正当竞争问题需要进一步研究规制,反不正当竞争法与其他法律一些条款之间的冲突与竞合也需要进一步研究解决。二、修订过程市场监管总局于2021年12月启动了反不正当竞争法的修订工作。成立了反不正当竞争法修改工作领导小组,统筹推进,深入研究。在全面梳理总结反不正当竞争工作实践,研究借鉴域外立法经验,充分征求地方市场监管部门、反不正当竞争部际联席会议成员单位及相关部门意见的基础上,草拟形成了修订草案初稿。此后,邀请相关专家学者、地方市场监管部门和行业企业,对修订草案进行逐条论证,充分采纳各方意见,进一步修改完善,形成修订草案征求意见稿。三、修改的主要内容(一)完善数字经济反不正当竞争规则,规范治理新经济、新业态、新模式发展中出现的扰乱竞争秩序的行为。修订草案结合数字经济领域竞争行为的特点,针对数据获取和使用中的不正当竞争行为、利用算法实施的不正当竞争行为,以及阻碍开放共享等网络新型不正当竞争行为作出详细规定。同时,考虑到数字经济领域不正当竞争行为认定的复杂性,规定了判断是否构成不正当竞争行为的考量因素,增强制度的可预期性和执法的规范性。此外,还规定了平台经营者加强竞争合规管理的责任,推动反不正当竞争的社会共治。(二)针对监管执法实践中存在的突出问题,对现有不正当竞争行为的表现形式进行补充完善。一是完善商业混淆条款,结合执法实践需要,补充构成商业混淆的标识类型,增加自媒体名称、应用软件名称等;将销售混淆商品,以及为实施混淆行为提供便利条件的行为纳入规制范围,并区分主观故意,设定相应的法律责任。二是在商业贿赂条款中,对受贿行为作出禁止性规定。三是细化虚假宣传条款,对商业宣传的行为类型作出描述,为执法实践中区分商业宣传与广告提供参考;加大对组织帮助虚假宣传行为的打击力度,明确禁止通过组织虚假交易、虚构评价等方式帮助其他经营者进行虚假宣传。四是加强商业秘密保护,规定国家推动建立健全商业秘密自我保护、行政保护、司法保护一体的商业秘密保护体系。五是将指使他人实施商业诋毁的行为纳入规制范围。(三)填补法律空白,新增不正当竞争行为的类型。一是新增损害公平交易行为,强化对中小市场主体合法权益的保护。考虑到当前监管实践中,具有相对优势地位的市场主体,为了获取非法利益或者不当扩大竞争优势,对交易相对方,特别是中小企业等市场主体、平台内经营者的经营活动进行不合理限制或者附加不合理条件,造成中小企业创业难、经营难,严重扰乱了市场公平竞争秩序,阻碍创业创新。草案对目前较为典型的损害公平交易行为进行类型化,列举了“二选一”、强制搭售等六类行为,并在附则中对如何判断“相对优势地位”作出指引。二是新增恶意交易行为,针对故意实施恶意交易,触发其他经营者受到相关规则惩戒,从而妨碍、破坏其他经营者正常经营的行为进行归纳列举,予以禁止。(四)按照强化反不正当竞争的要求,完善法律责任。一是对损害公平交易、实施恶意交易,以及新型网络不正当竞争行为等新增违法行为设定了相应的处罚。二是增设了部分违法行为的法律责任,对知道或者应当知道他人实施混淆行为,仍销售混淆商品,或者故意为实施混淆行为提供便利条件,帮助他人实施混淆行为的,设定了行政处罚;对商业贿赂中收受贿赂的行为增加了处罚等。三是科学调整违法行为的处罚额度。根据执法实践需要,为确保过罚相当,降低了虚假宣传的处罚下限;同时,对实施损害公平交易及网络不正当竞争行为,情节特别严重,性质特别恶劣,严重损害公平竞争秩序或者社会公共利益的,进一步加大打击力度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":669339530,"gmtCreate":1662084672023,"gmtModify":1676536804583,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"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/669339530","repostId":"1151842410","repostType":2,"repost":{"id":"1151842410","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":1662076977,"share":"https://ttm.financial/m/news/1151842410?lang=&edition=fundamental","pubTime":"2022-09-02 08:02","market":"us","language":"zh","title":"昨夜今晨 | 美股芯片股走低!一中概妖股暴跌超95%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151842410","media":"老虎资讯综合","summary":"摘要:①纳指5连跌,美股芯片股崩了,英伟达跌超7%;②欧股大跌,桥水加码做空,空头头寸超30亿美元;③俄副总理称将拒绝向支持石油限价的国家供油。海外市场1、美股三大指数涨跌不一 纳指连续第五日收跌美股","content":"<html><head></head><body><blockquote>摘要:①纳指5连跌,美股芯片股崩了,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超7%;②欧股大跌,桥水加码做空,空头头寸超30亿美元;③俄副总理称将拒绝向支持石油限价的国家供油。</blockquote><p>海外市场</p><p>1、美股三大指数涨跌不一 纳指连续第五日收跌</p><p>美股周四收盘涨跌不一,纳指录得连续第五个交易日下跌。市场仍在关注欧美激进加息的前景与经济衰退风险。美债收益率倒挂幅度扩大。<a href=\"https://laohu8.com/S/UBS\">瑞银</a>认为未来一年美国经济陷入衰退的可能性高达60%。截至收盘,纳斯达克指数跌幅为0.26%;道琼斯指数涨幅为0.46%;标普500指数涨幅为0.30%。</p><p>大型科技股多数上涨,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.47%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.83%,Meta涨1.49%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.40%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.41%,奈飞涨2.90%;受到市场情绪和相关限制出口消息影响,英伟达股价跌超7%,芯片股集体走低。</p><p>2、热门中概股多数收跌 盈喜集团转板第二日暴跌逾95%</p><p>热门中概股多数收跌,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.78%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.60%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.17%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌0.64%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.35%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌2.04%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌0.43%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨1.37%。新能源汽车股普跌,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌5.63%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌6.43%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.02%。</p><p>疯狂涨势仅维持一天!盈喜集团转板第二日暴跌95.43%,报30美元,昨日曾大涨80多倍(相较在纳斯达克上市前的OTC市场收盘价7.5美元)。</p><p>3、欧股全线大跌德国DAX30指数跌1.60%</p><p>欧股主要指数周四全线大跌,德国DAX30指数跌1.60%,法国CAC40指数跌1.48%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌1.86%。</p><p>一方面,周三公布的欧元区通货膨胀率再次刷新历史高位,强化了欧洲央行下周大幅加息的市场预期。而随着欧洲的能源成本将继续飙升,通胀可能还有上扬的空间。</p><p>另一方面,有消息称,桥水基金再次增加做空欧股的押注,其对欧洲地区10只股票的空头头寸总计超过30亿美元。该公司在8月份已将其披露的头寸削减至不足10亿美元。</p><p>4、美国WTI原油期货周四收跌3.3%</p><p>纽约商品交易所10月交割的西德州中质原油(WTI)期货价格下跌2.94美元,跌幅为3.3%,收于每桶86.61美元。</p><p>投资者担心全球央行大幅加息会抑制经济增长并削弱燃料需求,而石油输出国组织(OPEC)和美国的原油产量都升至新冠大流行爆发初期以来的最高水平,这些因素令原油价格承压。</p><p>5、周四纽约黄金期货创6周新低 白银期货创2年多新低</p><p>周四,纽约商品交易所12月交割的黄金期货价格下跌16.90美元,跌幅为1%,收于每盎司1709.30美元。按照最活跃合约计算,周四黄金期货价格创7月20日以来的最低水平。</p><p>12月交割的白银期货价格下跌22美分,跌幅为1.2%,收于每盎司17.666美元,创2020年6月以来的最低水平。</p><p>国际宏观</p><p>1、桥水再次加码做空欧股 空头头寸规模超过30亿美元</p><p>全球最大对冲基金桥水又对欧洲股票出手了。上月刚平仓绝大部分对欧股的空头头寸不久,桥水再次增加了做空欧股的押注。</p><p>数据显示,桥水目前在欧洲做空了10家公司,空头头寸规模超过30亿美元,包括光刻机巨头<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/0M6S.UK\">安联保险</a>以及农业巨头拜耳等公司。需要说明的是,由于对冲基金只需披露主要仓位,因此桥水目前对欧股的空头押注也可能更高。</p><p>2、要给俄罗斯石油设定价格上限?俄副总理回应:那就不卖了</p><p>当地时间周四(9月1日),俄罗斯副总理亚历山大∙诺瓦克表示,俄罗斯将停止向那些对其石油设定价格上限的企业或者国家供应石油和石油产品。诺瓦克说道:“如果有企业或国家对油价施加限制,我们就不向他们供应石油和石油产品,我们不会在非市场竞争的环境条件下工作。”</p><p>3、美国初请失业金人数连续第三周下降 创两个月来新低</p><p>美国劳工部周四公布的数据显示,美国截至8月27日当周初请失业金人数为23.2万,预期24.8万,前值24.3万;当周续请失业金人数为143.8万,与预期一致,前值141.5万。美国初请失业金人数连续第三周下降,降至两个月来最低水平,这表明尽管经济增长放缓,但就业需求依然健康。</p><p>4、西班牙正着手应对可能的天然气供应中断</p><p>由于天然气危机持续发酵,能源供应安全受到挑战,西班牙政府着手推进制定能源安全应急计划。</p><p>西班牙工业部长雷耶斯当地时间周三表示,将于下周一与生态转型部长以及工商业、旅游业协会进行会晤。雷耶斯称,会晤将就应被纳入应急计划的具体措施达成一致,应急计划将于9月由政府提交给欧盟委员会。</p><p>5、美国众议院监督和改革委员会宣布将获得特朗普财务记录</p><p>当地时间9月1日,美国国会众议院监督和改革委员会表示,已经与前总统特朗普及其会计公司就移交特朗普的财务记录达成协议。</p><p>6、意大利工业家联合会主席:若俄天然气断供或将致意五分之一工业生产停产</p><p>当地时间9月1日,意大利最大商会组织——意大利工业家联合会主席博诺米向媒体表示,如果俄罗斯完全中断向意大利供应天然气,或将导致该国五分之一的工业生产停产。</p><p>博诺米说,如果俄罗斯完全停止天然气供应,意大利将出现40亿立方米天然气缺口,即便意大利天然气储量达到政府设定的最大储备量的90%,也无法覆盖这个缺口。而如果这个用气缺口全部施加到工业领域,那么几乎五分之一意大利工业生产将停产。</p><p>俄乌局势</p><p>1、扎波罗热核电站附近一热电厂遭到攻击 核电站已切换到应急模式</p><p>当地时间9月1日,塔斯社援引埃涅尔戈达尔市政府消息,乌军仍在攻击该市,位于扎波罗热核电站附近的一家热电厂也遭到了攻击。扎波罗热核电站已切换到应急模式,但六号机组尚在正常运行。</p><p>目前,乌克兰方面对此暂无回应。</p><p>2、国际原子能机构代表团视察扎波罗热核电站</p><p>当地时间9月1日,国际原子能机构代表团抵达位于埃涅尔戈达尔市的扎波罗热核电站。代表团在俄罗斯国家原子能集团代表陪同下考察了扎波罗热核电站。</p><p>乌克兰国家核能公司1日发布消息称,国际原子能机构总干事格罗西和代表团部分成员当天18时离开扎波罗热核电站。有部分代表团成员仍留在核电站,继续开展工作,他们预计在9月3日前离开。</p><p>3、普京视察“飞地”震动波罗的海!波兰的反应最为惊慌</p><p>据环球时报9月2日消息,俄罗斯总统普京9月1日赴加里宁格勒进行工作访问,这也是俄乌军事冲突半年多来,普京第一次出现在波罗的海沿岸。在波罗的海国家集体站到反俄战线最前沿、立陶宛多次威胁中断加里宁格勒物流通道的背景下,此行引发了外界的高度关注。</p><p>西方媒体对于普京到访加里宁格勒的目的进行了种种揣测和炒作,其中波兰的反应尤为强烈。</p><p>4、俄外长:若北约在芬兰瑞典设基地 俄罗斯将增加西北部军力</p><p>俄罗斯外交部长拉夫罗夫9月1日说,如果北<a href=\"https://laohu8.com/S/600558\">大西洋</a>公约组织在芬兰和瑞典设立军事基地,俄罗斯将增加在俄西北部地区的军事力量。</p><p>拉夫罗夫当天与莫斯科国际关系学院师生会面时谈及北约在芬兰和瑞典设立军事基地的可能性。拉夫罗夫表示,如果北约把基地设立在芬兰和瑞典领土,俄将决定增加在俄西北部的军事力量。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2264217713\" target=\"_blank\">盈喜集团股价暴跌超95% 昨日曾暴涨80多倍</a></p><p>盈喜集团的疯狂涨势仅仅维持了一天,在转板上市首日暴涨80多倍之后,该公司股价周四暴跌超95%,多次触发停牌。盈喜集团周四收盘跌95.43%,股价为30美元。</p><p>2、<a href=\"https://laohu8.com/NW/1130610097\" target=\"_blank\">造车新势力8月交付量放榜:哪吒、零跑持续领跑 理想表现不理想</a></p><p>褪去了夏日的酷热,新能源汽车市场的竞争却日益激烈。9月伊始,造车新势力交出了各自的“暑假作业”——8月交付量。</p><p>与7月情形类似,8月造车新势力阵营中,哪吒汽车和零跑汽车继续领跑;<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车紧随其后,并连续三个月实现交付量破万;而处在新旧车型交替阶段的小鹏汽车和理想汽车,则双双掉队,特别是理想汽车首次出现了单月交付量同、环比双降的情况,表现并不“理想”。</p><p>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>参观考察位于加拿大的石墨矿场和工厂 希望能够在加建厂</p><p>据媒体报道,特斯拉最近参观了加拿大矿商Nouveau Monde石墨公司位于魁北克的石墨矿山和加工厂,希望能够在加拿大建厂。Nouveau Monde石墨公司是一家位于魁北克的公司,致力于开发石墨矿山和建造加工设施,为汽车制造商和电池制造商提供制造电池阳极部分的关键材料。特斯拉和其他许多汽车制造商一样,最近瞄向了加拿大的矿产资源,以确保电池的供应,并支持他们快速增加电动汽车产量的计划。特斯拉生产每辆车都需要大量的石墨。</p><p>4、美光:计划投资150亿美元在爱达荷州建造存储芯片厂</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>周四宣布,计划投资150亿美元在爱达荷州建造一座新的尖端存储器制造厂。这将是20年来在美国本土新建的第一家内存芯片制造工厂,也是爱达荷州有史以来最大的私人投资项目。美光表示,公司将重点为美国本土市场的汽车和数据中心等行业提供内存芯片。</p><p>5、欧盟监管机构建议批准<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和莫德纳二价新冠疫苗</p><p>欧洲药品管理局周四发布声明称,欧洲药品管理局人用药品委员会(CHMP)建议批准莫德纳和辉瑞-BioNTech二价新冠疫苗,以提供针对新冠病毒的更广泛保护。声明指出,这两款疫苗适用于12岁以上、已接种过至少一剂新冠疫苗的人群。</p><p>欧洲药品管理局人用药品委员会的意见将被送到欧盟委员会,由后者做出最终决定。欧洲药品管理局人用药品委员会表示,针对奥密克戎BA.4和BA.5等不同变异株的二价新冠疫苗仍在接受欧洲药品管理局审查,或将很快有数据提交。</p><p>6、<a href=\"https://laohu8.com/S/BRCM\">博通</a>第三财季调整后净收入84.6亿美元 符合预期</p><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>第三财季调整后净收入84.6亿美元,分析师预期84.1亿美元;第三财季半导体解决方案收入66.2亿美元,分析师预期63.8亿美元;第三财季调整后每股收益为9.73美元,分析师预期9.57美元;预计第四财季收入89.0亿美元,分析师预期87.2亿美元。</p><p>7、推特计划推出编辑推文功能</p><p>推特周四宣布,未来几周将推出“编辑推文”功能,但仅限“Tweet Blue”付费用户使用(每月4.99美元),该功能允许用户在推文发布后的30分钟内,对其进行数次修改。当被问及这一新功能最终是否会对所有推特用户开放时,一位女发言人表示,推特正在测试这一功能,以“预测如果向所有用户开放,会发生什么”。多年来,推特用户一直要求在发布推文后能够对其进行编辑,以修复拼写错误等错误。</p><p>8、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>任命Laxman Narasimhan为下一任首席执行官</p><p>当地时间周四,星巴克任命Laxman Narasimhan为下一任首席执行官,接替目前担任临时首席执行官的Howard Schultz。Narasimhan将从伦敦迁往西雅图地区,10月1日以候任CEO身份加入星巴克,明年4月1日正式上任。</p><p>9、大众将加速向电动汽车转型 新任CEO已制定相应计划</p><p>当地时间周四,<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>新任首席执行官奥利弗·布鲁姆在一次内部会议上表示,大众将在可能的情况下加速向电动汽车转型,并必须通过确定和贯彻明确战略,为稳定转型找到正确的节奏。</p><p>大众的目标是,到2025年超越特斯拉,成为全球最大的电动汽车制造商,到2030年,其全球汽车销量的一半将是纯电动汽车。</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>昨夜今晨 | 美股芯片股走低!一中概妖股暴跌超95%</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昨夜今晨 | 美股芯片股走低!一中概妖股暴跌超95%\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\">2022-09-02 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①纳指5连跌,美股芯片股崩了,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超7%;②欧股大跌,桥水加码做空,空头头寸超30亿美元;③俄副总理称将拒绝向支持石油限价的国家供油。</blockquote><p>海外市场</p><p>1、美股三大指数涨跌不一 纳指连续第五日收跌</p><p>美股周四收盘涨跌不一,纳指录得连续第五个交易日下跌。市场仍在关注欧美激进加息的前景与经济衰退风险。美债收益率倒挂幅度扩大。<a href=\"https://laohu8.com/S/UBS\">瑞银</a>认为未来一年美国经济陷入衰退的可能性高达60%。截至收盘,纳斯达克指数跌幅为0.26%;道琼斯指数涨幅为0.46%;标普500指数涨幅为0.30%。</p><p>大型科技股多数上涨,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨0.47%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨0.83%,Meta涨1.49%,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>涨1.40%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌0.41%,奈飞涨2.90%;受到市场情绪和相关限制出口消息影响,英伟达股价跌超7%,芯片股集体走低。</p><p>2、热门中概股多数收跌 盈喜集团转板第二日暴跌逾95%</p><p>热门中概股多数收跌,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌1.78%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌0.60%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨0.17%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌0.64%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨0.35%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌2.04%,<a href=\"https://laohu8.com/S/NTES\">网易</a>跌0.43%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨1.37%。新能源汽车股普跌,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌5.63%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌6.43%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌3.02%。</p><p>疯狂涨势仅维持一天!盈喜集团转板第二日暴跌95.43%,报30美元,昨日曾大涨80多倍(相较在纳斯达克上市前的OTC市场收盘价7.5美元)。</p><p>3、欧股全线大跌德国DAX30指数跌1.60%</p><p>欧股主要指数周四全线大跌,德国DAX30指数跌1.60%,法国CAC40指数跌1.48%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌1.86%。</p><p>一方面,周三公布的欧元区通货膨胀率再次刷新历史高位,强化了欧洲央行下周大幅加息的市场预期。而随着欧洲的能源成本将继续飙升,通胀可能还有上扬的空间。</p><p>另一方面,有消息称,桥水基金再次增加做空欧股的押注,其对欧洲地区10只股票的空头头寸总计超过30亿美元。该公司在8月份已将其披露的头寸削减至不足10亿美元。</p><p>4、美国WTI原油期货周四收跌3.3%</p><p>纽约商品交易所10月交割的西德州中质原油(WTI)期货价格下跌2.94美元,跌幅为3.3%,收于每桶86.61美元。</p><p>投资者担心全球央行大幅加息会抑制经济增长并削弱燃料需求,而石油输出国组织(OPEC)和美国的原油产量都升至新冠大流行爆发初期以来的最高水平,这些因素令原油价格承压。</p><p>5、周四纽约黄金期货创6周新低 白银期货创2年多新低</p><p>周四,纽约商品交易所12月交割的黄金期货价格下跌16.90美元,跌幅为1%,收于每盎司1709.30美元。按照最活跃合约计算,周四黄金期货价格创7月20日以来的最低水平。</p><p>12月交割的白银期货价格下跌22美分,跌幅为1.2%,收于每盎司17.666美元,创2020年6月以来的最低水平。</p><p>国际宏观</p><p>1、桥水再次加码做空欧股 空头头寸规模超过30亿美元</p><p>全球最大对冲基金桥水又对欧洲股票出手了。上月刚平仓绝大部分对欧股的空头头寸不久,桥水再次增加了做空欧股的押注。</p><p>数据显示,桥水目前在欧洲做空了10家公司,空头头寸规模超过30亿美元,包括光刻机巨头<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/0M6S.UK\">安联保险</a>以及农业巨头拜耳等公司。需要说明的是,由于对冲基金只需披露主要仓位,因此桥水目前对欧股的空头押注也可能更高。</p><p>2、要给俄罗斯石油设定价格上限?俄副总理回应:那就不卖了</p><p>当地时间周四(9月1日),俄罗斯副总理亚历山大∙诺瓦克表示,俄罗斯将停止向那些对其石油设定价格上限的企业或者国家供应石油和石油产品。诺瓦克说道:“如果有企业或国家对油价施加限制,我们就不向他们供应石油和石油产品,我们不会在非市场竞争的环境条件下工作。”</p><p>3、美国初请失业金人数连续第三周下降 创两个月来新低</p><p>美国劳工部周四公布的数据显示,美国截至8月27日当周初请失业金人数为23.2万,预期24.8万,前值24.3万;当周续请失业金人数为143.8万,与预期一致,前值141.5万。美国初请失业金人数连续第三周下降,降至两个月来最低水平,这表明尽管经济增长放缓,但就业需求依然健康。</p><p>4、西班牙正着手应对可能的天然气供应中断</p><p>由于天然气危机持续发酵,能源供应安全受到挑战,西班牙政府着手推进制定能源安全应急计划。</p><p>西班牙工业部长雷耶斯当地时间周三表示,将于下周一与生态转型部长以及工商业、旅游业协会进行会晤。雷耶斯称,会晤将就应被纳入应急计划的具体措施达成一致,应急计划将于9月由政府提交给欧盟委员会。</p><p>5、美国众议院监督和改革委员会宣布将获得特朗普财务记录</p><p>当地时间9月1日,美国国会众议院监督和改革委员会表示,已经与前总统特朗普及其会计公司就移交特朗普的财务记录达成协议。</p><p>6、意大利工业家联合会主席:若俄天然气断供或将致意五分之一工业生产停产</p><p>当地时间9月1日,意大利最大商会组织——意大利工业家联合会主席博诺米向媒体表示,如果俄罗斯完全中断向意大利供应天然气,或将导致该国五分之一的工业生产停产。</p><p>博诺米说,如果俄罗斯完全停止天然气供应,意大利将出现40亿立方米天然气缺口,即便意大利天然气储量达到政府设定的最大储备量的90%,也无法覆盖这个缺口。而如果这个用气缺口全部施加到工业领域,那么几乎五分之一意大利工业生产将停产。</p><p>俄乌局势</p><p>1、扎波罗热核电站附近一热电厂遭到攻击 核电站已切换到应急模式</p><p>当地时间9月1日,塔斯社援引埃涅尔戈达尔市政府消息,乌军仍在攻击该市,位于扎波罗热核电站附近的一家热电厂也遭到了攻击。扎波罗热核电站已切换到应急模式,但六号机组尚在正常运行。</p><p>目前,乌克兰方面对此暂无回应。</p><p>2、国际原子能机构代表团视察扎波罗热核电站</p><p>当地时间9月1日,国际原子能机构代表团抵达位于埃涅尔戈达尔市的扎波罗热核电站。代表团在俄罗斯国家原子能集团代表陪同下考察了扎波罗热核电站。</p><p>乌克兰国家核能公司1日发布消息称,国际原子能机构总干事格罗西和代表团部分成员当天18时离开扎波罗热核电站。有部分代表团成员仍留在核电站,继续开展工作,他们预计在9月3日前离开。</p><p>3、普京视察“飞地”震动波罗的海!波兰的反应最为惊慌</p><p>据环球时报9月2日消息,俄罗斯总统普京9月1日赴加里宁格勒进行工作访问,这也是俄乌军事冲突半年多来,普京第一次出现在波罗的海沿岸。在波罗的海国家集体站到反俄战线最前沿、立陶宛多次威胁中断加里宁格勒物流通道的背景下,此行引发了外界的高度关注。</p><p>西方媒体对于普京到访加里宁格勒的目的进行了种种揣测和炒作,其中波兰的反应尤为强烈。</p><p>4、俄外长:若北约在芬兰瑞典设基地 俄罗斯将增加西北部军力</p><p>俄罗斯外交部长拉夫罗夫9月1日说,如果北<a href=\"https://laohu8.com/S/600558\">大西洋</a>公约组织在芬兰和瑞典设立军事基地,俄罗斯将增加在俄西北部地区的军事力量。</p><p>拉夫罗夫当天与莫斯科国际关系学院师生会面时谈及北约在芬兰和瑞典设立军事基地的可能性。拉夫罗夫表示,如果北约把基地设立在芬兰和瑞典领土,俄将决定增加在俄西北部的军事力量。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2264217713\" target=\"_blank\">盈喜集团股价暴跌超95% 昨日曾暴涨80多倍</a></p><p>盈喜集团的疯狂涨势仅仅维持了一天,在转板上市首日暴涨80多倍之后,该公司股价周四暴跌超95%,多次触发停牌。盈喜集团周四收盘跌95.43%,股价为30美元。</p><p>2、<a href=\"https://laohu8.com/NW/1130610097\" target=\"_blank\">造车新势力8月交付量放榜:哪吒、零跑持续领跑 理想表现不理想</a></p><p>褪去了夏日的酷热,新能源汽车市场的竞争却日益激烈。9月伊始,造车新势力交出了各自的“暑假作业”——8月交付量。</p><p>与7月情形类似,8月造车新势力阵营中,哪吒汽车和零跑汽车继续领跑;<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车紧随其后,并连续三个月实现交付量破万;而处在新旧车型交替阶段的小鹏汽车和理想汽车,则双双掉队,特别是理想汽车首次出现了单月交付量同、环比双降的情况,表现并不“理想”。</p><p>3、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>参观考察位于加拿大的石墨矿场和工厂 希望能够在加建厂</p><p>据媒体报道,特斯拉最近参观了加拿大矿商Nouveau Monde石墨公司位于魁北克的石墨矿山和加工厂,希望能够在加拿大建厂。Nouveau Monde石墨公司是一家位于魁北克的公司,致力于开发石墨矿山和建造加工设施,为汽车制造商和电池制造商提供制造电池阳极部分的关键材料。特斯拉和其他许多汽车制造商一样,最近瞄向了加拿大的矿产资源,以确保电池的供应,并支持他们快速增加电动汽车产量的计划。特斯拉生产每辆车都需要大量的石墨。</p><p>4、美光:计划投资150亿美元在爱达荷州建造存储芯片厂</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>周四宣布,计划投资150亿美元在爱达荷州建造一座新的尖端存储器制造厂。这将是20年来在美国本土新建的第一家内存芯片制造工厂,也是爱达荷州有史以来最大的私人投资项目。美光表示,公司将重点为美国本土市场的汽车和数据中心等行业提供内存芯片。</p><p>5、欧盟监管机构建议批准<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>和莫德纳二价新冠疫苗</p><p>欧洲药品管理局周四发布声明称,欧洲药品管理局人用药品委员会(CHMP)建议批准莫德纳和辉瑞-BioNTech二价新冠疫苗,以提供针对新冠病毒的更广泛保护。声明指出,这两款疫苗适用于12岁以上、已接种过至少一剂新冠疫苗的人群。</p><p>欧洲药品管理局人用药品委员会的意见将被送到欧盟委员会,由后者做出最终决定。欧洲药品管理局人用药品委员会表示,针对奥密克戎BA.4和BA.5等不同变异株的二价新冠疫苗仍在接受欧洲药品管理局审查,或将很快有数据提交。</p><p>6、<a href=\"https://laohu8.com/S/BRCM\">博通</a>第三财季调整后净收入84.6亿美元 符合预期</p><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>第三财季调整后净收入84.6亿美元,分析师预期84.1亿美元;第三财季半导体解决方案收入66.2亿美元,分析师预期63.8亿美元;第三财季调整后每股收益为9.73美元,分析师预期9.57美元;预计第四财季收入89.0亿美元,分析师预期87.2亿美元。</p><p>7、推特计划推出编辑推文功能</p><p>推特周四宣布,未来几周将推出“编辑推文”功能,但仅限“Tweet Blue”付费用户使用(每月4.99美元),该功能允许用户在推文发布后的30分钟内,对其进行数次修改。当被问及这一新功能最终是否会对所有推特用户开放时,一位女发言人表示,推特正在测试这一功能,以“预测如果向所有用户开放,会发生什么”。多年来,推特用户一直要求在发布推文后能够对其进行编辑,以修复拼写错误等错误。</p><p>8、<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>任命Laxman Narasimhan为下一任首席执行官</p><p>当地时间周四,星巴克任命Laxman Narasimhan为下一任首席执行官,接替目前担任临时首席执行官的Howard Schultz。Narasimhan将从伦敦迁往西雅图地区,10月1日以候任CEO身份加入星巴克,明年4月1日正式上任。</p><p>9、大众将加速向电动汽车转型 新任CEO已制定相应计划</p><p>当地时间周四,<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>新任首席执行官奥利弗·布鲁姆在一次内部会议上表示,大众将在可能的情况下加速向电动汽车转型,并必须通过确定和贯彻明确战略,为稳定转型找到正确的节奏。</p><p>大众的目标是,到2025年超越特斯拉,成为全球最大的电动汽车制造商,到2030年,其全球汽车销量的一半将是纯电动汽车。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159813":"芯片",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151842410","content_text":"摘要:①纳指5连跌,美股芯片股崩了,英伟达跌超7%;②欧股大跌,桥水加码做空,空头头寸超30亿美元;③俄副总理称将拒绝向支持石油限价的国家供油。海外市场1、美股三大指数涨跌不一 纳指连续第五日收跌美股周四收盘涨跌不一,纳指录得连续第五个交易日下跌。市场仍在关注欧美激进加息的前景与经济衰退风险。美债收益率倒挂幅度扩大。瑞银认为未来一年美国经济陷入衰退的可能性高达60%。截至收盘,纳斯达克指数跌幅为0.26%;道琼斯指数涨幅为0.46%;标普500指数涨幅为0.30%。大型科技股多数上涨,苹果涨0.47%,亚马逊涨0.83%,Meta涨1.49%,谷歌涨1.40%,微软跌0.41%,奈飞涨2.90%;受到市场情绪和相关限制出口消息影响,英伟达股价跌超7%,芯片股集体走低。2、热门中概股多数收跌 盈喜集团转板第二日暴跌逾95%热门中概股多数收跌,阿里巴巴跌1.78%,京东跌0.60%,拼多多涨0.17%,哔哩哔哩跌0.64%,百度涨0.35%,新东方跌2.04%,网易跌0.43%,爱奇艺涨1.37%。新能源汽车股普跌,蔚来汽车跌5.63%,小鹏汽车跌6.43%,理想汽车跌3.02%。疯狂涨势仅维持一天!盈喜集团转板第二日暴跌95.43%,报30美元,昨日曾大涨80多倍(相较在纳斯达克上市前的OTC市场收盘价7.5美元)。3、欧股全线大跌德国DAX30指数跌1.60%欧股主要指数周四全线大跌,德国DAX30指数跌1.60%,法国CAC40指数跌1.48%,英国富时100指数跌1.86%。一方面,周三公布的欧元区通货膨胀率再次刷新历史高位,强化了欧洲央行下周大幅加息的市场预期。而随着欧洲的能源成本将继续飙升,通胀可能还有上扬的空间。另一方面,有消息称,桥水基金再次增加做空欧股的押注,其对欧洲地区10只股票的空头头寸总计超过30亿美元。该公司在8月份已将其披露的头寸削减至不足10亿美元。4、美国WTI原油期货周四收跌3.3%纽约商品交易所10月交割的西德州中质原油(WTI)期货价格下跌2.94美元,跌幅为3.3%,收于每桶86.61美元。投资者担心全球央行大幅加息会抑制经济增长并削弱燃料需求,而石油输出国组织(OPEC)和美国的原油产量都升至新冠大流行爆发初期以来的最高水平,这些因素令原油价格承压。5、周四纽约黄金期货创6周新低 白银期货创2年多新低周四,纽约商品交易所12月交割的黄金期货价格下跌16.90美元,跌幅为1%,收于每盎司1709.30美元。按照最活跃合约计算,周四黄金期货价格创7月20日以来的最低水平。12月交割的白银期货价格下跌22美分,跌幅为1.2%,收于每盎司17.666美元,创2020年6月以来的最低水平。国际宏观1、桥水再次加码做空欧股 空头头寸规模超过30亿美元全球最大对冲基金桥水又对欧洲股票出手了。上月刚平仓绝大部分对欧股的空头头寸不久,桥水再次增加了做空欧股的押注。数据显示,桥水目前在欧洲做空了10家公司,空头头寸规模超过30亿美元,包括光刻机巨头阿斯麦、安联保险以及农业巨头拜耳等公司。需要说明的是,由于对冲基金只需披露主要仓位,因此桥水目前对欧股的空头押注也可能更高。2、要给俄罗斯石油设定价格上限?俄副总理回应:那就不卖了当地时间周四(9月1日),俄罗斯副总理亚历山大∙诺瓦克表示,俄罗斯将停止向那些对其石油设定价格上限的企业或者国家供应石油和石油产品。诺瓦克说道:“如果有企业或国家对油价施加限制,我们就不向他们供应石油和石油产品,我们不会在非市场竞争的环境条件下工作。”3、美国初请失业金人数连续第三周下降 创两个月来新低美国劳工部周四公布的数据显示,美国截至8月27日当周初请失业金人数为23.2万,预期24.8万,前值24.3万;当周续请失业金人数为143.8万,与预期一致,前值141.5万。美国初请失业金人数连续第三周下降,降至两个月来最低水平,这表明尽管经济增长放缓,但就业需求依然健康。4、西班牙正着手应对可能的天然气供应中断由于天然气危机持续发酵,能源供应安全受到挑战,西班牙政府着手推进制定能源安全应急计划。西班牙工业部长雷耶斯当地时间周三表示,将于下周一与生态转型部长以及工商业、旅游业协会进行会晤。雷耶斯称,会晤将就应被纳入应急计划的具体措施达成一致,应急计划将于9月由政府提交给欧盟委员会。5、美国众议院监督和改革委员会宣布将获得特朗普财务记录当地时间9月1日,美国国会众议院监督和改革委员会表示,已经与前总统特朗普及其会计公司就移交特朗普的财务记录达成协议。6、意大利工业家联合会主席:若俄天然气断供或将致意五分之一工业生产停产当地时间9月1日,意大利最大商会组织——意大利工业家联合会主席博诺米向媒体表示,如果俄罗斯完全中断向意大利供应天然气,或将导致该国五分之一的工业生产停产。博诺米说,如果俄罗斯完全停止天然气供应,意大利将出现40亿立方米天然气缺口,即便意大利天然气储量达到政府设定的最大储备量的90%,也无法覆盖这个缺口。而如果这个用气缺口全部施加到工业领域,那么几乎五分之一意大利工业生产将停产。俄乌局势1、扎波罗热核电站附近一热电厂遭到攻击 核电站已切换到应急模式当地时间9月1日,塔斯社援引埃涅尔戈达尔市政府消息,乌军仍在攻击该市,位于扎波罗热核电站附近的一家热电厂也遭到了攻击。扎波罗热核电站已切换到应急模式,但六号机组尚在正常运行。目前,乌克兰方面对此暂无回应。2、国际原子能机构代表团视察扎波罗热核电站当地时间9月1日,国际原子能机构代表团抵达位于埃涅尔戈达尔市的扎波罗热核电站。代表团在俄罗斯国家原子能集团代表陪同下考察了扎波罗热核电站。乌克兰国家核能公司1日发布消息称,国际原子能机构总干事格罗西和代表团部分成员当天18时离开扎波罗热核电站。有部分代表团成员仍留在核电站,继续开展工作,他们预计在9月3日前离开。3、普京视察“飞地”震动波罗的海!波兰的反应最为惊慌据环球时报9月2日消息,俄罗斯总统普京9月1日赴加里宁格勒进行工作访问,这也是俄乌军事冲突半年多来,普京第一次出现在波罗的海沿岸。在波罗的海国家集体站到反俄战线最前沿、立陶宛多次威胁中断加里宁格勒物流通道的背景下,此行引发了外界的高度关注。西方媒体对于普京到访加里宁格勒的目的进行了种种揣测和炒作,其中波兰的反应尤为强烈。4、俄外长:若北约在芬兰瑞典设基地 俄罗斯将增加西北部军力俄罗斯外交部长拉夫罗夫9月1日说,如果北大西洋公约组织在芬兰和瑞典设立军事基地,俄罗斯将增加在俄西北部地区的军事力量。拉夫罗夫当天与莫斯科国际关系学院师生会面时谈及北约在芬兰和瑞典设立军事基地的可能性。拉夫罗夫表示,如果北约把基地设立在芬兰和瑞典领土,俄将决定增加在俄西北部的军事力量。公司新闻1、盈喜集团股价暴跌超95% 昨日曾暴涨80多倍盈喜集团的疯狂涨势仅仅维持了一天,在转板上市首日暴涨80多倍之后,该公司股价周四暴跌超95%,多次触发停牌。盈喜集团周四收盘跌95.43%,股价为30美元。2、造车新势力8月交付量放榜:哪吒、零跑持续领跑 理想表现不理想褪去了夏日的酷热,新能源汽车市场的竞争却日益激烈。9月伊始,造车新势力交出了各自的“暑假作业”——8月交付量。与7月情形类似,8月造车新势力阵营中,哪吒汽车和零跑汽车继续领跑;蔚来汽车紧随其后,并连续三个月实现交付量破万;而处在新旧车型交替阶段的小鹏汽车和理想汽车,则双双掉队,特别是理想汽车首次出现了单月交付量同、环比双降的情况,表现并不“理想”。3、特斯拉参观考察位于加拿大的石墨矿场和工厂 希望能够在加建厂据媒体报道,特斯拉最近参观了加拿大矿商Nouveau Monde石墨公司位于魁北克的石墨矿山和加工厂,希望能够在加拿大建厂。Nouveau Monde石墨公司是一家位于魁北克的公司,致力于开发石墨矿山和建造加工设施,为汽车制造商和电池制造商提供制造电池阳极部分的关键材料。特斯拉和其他许多汽车制造商一样,最近瞄向了加拿大的矿产资源,以确保电池的供应,并支持他们快速增加电动汽车产量的计划。特斯拉生产每辆车都需要大量的石墨。4、美光:计划投资150亿美元在爱达荷州建造存储芯片厂美光科技周四宣布,计划投资150亿美元在爱达荷州建造一座新的尖端存储器制造厂。这将是20年来在美国本土新建的第一家内存芯片制造工厂,也是爱达荷州有史以来最大的私人投资项目。美光表示,公司将重点为美国本土市场的汽车和数据中心等行业提供内存芯片。5、欧盟监管机构建议批准辉瑞和莫德纳二价新冠疫苗欧洲药品管理局周四发布声明称,欧洲药品管理局人用药品委员会(CHMP)建议批准莫德纳和辉瑞-BioNTech二价新冠疫苗,以提供针对新冠病毒的更广泛保护。声明指出,这两款疫苗适用于12岁以上、已接种过至少一剂新冠疫苗的人群。欧洲药品管理局人用药品委员会的意见将被送到欧盟委员会,由后者做出最终决定。欧洲药品管理局人用药品委员会表示,针对奥密克戎BA.4和BA.5等不同变异株的二价新冠疫苗仍在接受欧洲药品管理局审查,或将很快有数据提交。6、博通第三财季调整后净收入84.6亿美元 符合预期博通第三财季调整后净收入84.6亿美元,分析师预期84.1亿美元;第三财季半导体解决方案收入66.2亿美元,分析师预期63.8亿美元;第三财季调整后每股收益为9.73美元,分析师预期9.57美元;预计第四财季收入89.0亿美元,分析师预期87.2亿美元。7、推特计划推出编辑推文功能推特周四宣布,未来几周将推出“编辑推文”功能,但仅限“Tweet Blue”付费用户使用(每月4.99美元),该功能允许用户在推文发布后的30分钟内,对其进行数次修改。当被问及这一新功能最终是否会对所有推特用户开放时,一位女发言人表示,推特正在测试这一功能,以“预测如果向所有用户开放,会发生什么”。多年来,推特用户一直要求在发布推文后能够对其进行编辑,以修复拼写错误等错误。8、星巴克任命Laxman Narasimhan为下一任首席执行官当地时间周四,星巴克任命Laxman Narasimhan为下一任首席执行官,接替目前担任临时首席执行官的Howard Schultz。Narasimhan将从伦敦迁往西雅图地区,10月1日以候任CEO身份加入星巴克,明年4月1日正式上任。9、大众将加速向电动汽车转型 新任CEO已制定相应计划当地时间周四,大众集团新任首席执行官奥利弗·布鲁姆在一次内部会议上表示,大众将在可能的情况下加速向电动汽车转型,并必须通过确定和贯彻明确战略,为稳定转型找到正确的节奏。大众的目标是,到2025年超越特斯拉,成为全球最大的电动汽车制造商,到2030年,其全球汽车销量的一半将是纯电动汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":650184836,"gmtCreate":1678969745127,"gmtModify":1678969745127,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"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/650184836","repostId":"650114814","repostType":1,"repost":{"id":650114814,"gmtCreate":1678960980000,"gmtModify":1678964260646,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"突發預警,這股大跌近30%","htmlText":"中國基金報記者 伊萬3月16日週四,瑞信危機致市場再度陷入恐慌,港股早盤小幅衝高後午後跌幅擴大,全天弱勢震盪,恆指一度跌2.2%,刷新去年12月以來新低。截至收盤,恆生指數收跌1.72%,跌335.96點,報19203.91點;恆生科技指數跌1.41%,報3811.81點;恆生國企指數跌1.18%,報6482.47點。盤面上,科網股普遍走低,B站跌超4%,京東、騰訊跌超2%,網易、阿里巴巴跌近2%;大金融股普跌,保誠跌超7%,友邦保險跌超5%,中國平安跌超3%,匯豐控股跌超2%;石油、煤炭等資源股下挫,中海油跌近5%,中石油跌近4%,兗礦能源跌近5%,中煤能源跌超4%。另一方面,部分醫療保健股逆市走高,華潤醫療、華潤醫藥漲超5%,中國中藥漲超4%,阿里健康漲近4%。此外,部分低價股異動。盛諾集團一度暴漲超3.5倍,收漲72.6%;華夏文化科技一度狂飆近140%,收盤漲18.29%。其他重要消息方面,香港證監會發言人指,正密切關注形勢發展,以評估對香港市場的影響,也會與其他金融監管機構及港交所保持密切溝通。突發利空電視廣播巨頭狂瀉近30%3月16日週四,港股電視廣播低開,午後跌幅擴大,收盤收於日日低附近,報7.02港元/股,最新總市值30.75億港元。據悉,電視廣播是TVB的母企。消息面上,電視廣播於今日發出盈利警告,稱預期去年淨虧損介乎7.9億至8.3億港元,較2021年的虧損6.47億港元,預期EBITDA虧損擴大至3.38億港元。電視廣播解釋,去年虧損擴大,歸因香港的電視廣告市場仍然疲弱,抑制了廣告收入增長,同時去年下半年受疫情影響,導致和內地聯合制作業務放緩,而且集團對若干遺留的投資資產作出非現金減值撥備。電視廣播同時指,去年收入按年增24%至35.86億港元,而截至去年底,集團權益總額逾36億港元,以及不受限制的銀行及現金結餘逾10億港元。金融板塊走低3","listText":"中國基金報記者 伊萬3月16日週四,瑞信危機致市場再度陷入恐慌,港股早盤小幅衝高後午後跌幅擴大,全天弱勢震盪,恆指一度跌2.2%,刷新去年12月以來新低。截至收盤,恆生指數收跌1.72%,跌335.96點,報19203.91點;恆生科技指數跌1.41%,報3811.81點;恆生國企指數跌1.18%,報6482.47點。盤面上,科網股普遍走低,B站跌超4%,京東、騰訊跌超2%,網易、阿里巴巴跌近2%;大金融股普跌,保誠跌超7%,友邦保險跌超5%,中國平安跌超3%,匯豐控股跌超2%;石油、煤炭等資源股下挫,中海油跌近5%,中石油跌近4%,兗礦能源跌近5%,中煤能源跌超4%。另一方面,部分醫療保健股逆市走高,華潤醫療、華潤醫藥漲超5%,中國中藥漲超4%,阿里健康漲近4%。此外,部分低價股異動。盛諾集團一度暴漲超3.5倍,收漲72.6%;華夏文化科技一度狂飆近140%,收盤漲18.29%。其他重要消息方面,香港證監會發言人指,正密切關注形勢發展,以評估對香港市場的影響,也會與其他金融監管機構及港交所保持密切溝通。突發利空電視廣播巨頭狂瀉近30%3月16日週四,港股電視廣播低開,午後跌幅擴大,收盤收於日日低附近,報7.02港元/股,最新總市值30.75億港元。據悉,電視廣播是TVB的母企。消息面上,電視廣播於今日發出盈利警告,稱預期去年淨虧損介乎7.9億至8.3億港元,較2021年的虧損6.47億港元,預期EBITDA虧損擴大至3.38億港元。電視廣播解釋,去年虧損擴大,歸因香港的電視廣告市場仍然疲弱,抑制了廣告收入增長,同時去年下半年受疫情影響,導致和內地聯合制作業務放緩,而且集團對若干遺留的投資資產作出非現金減值撥備。電視廣播同時指,去年收入按年增24%至35.86億港元,而截至去年底,集團權益總額逾36億港元,以及不受限制的銀行及現金結餘逾10億港元。金融板塊走低3","text":"中國基金報記者 伊萬3月16日週四,瑞信危機致市場再度陷入恐慌,港股早盤小幅衝高後午後跌幅擴大,全天弱勢震盪,恆指一度跌2.2%,刷新去年12月以來新低。截至收盤,恆生指數收跌1.72%,跌335.96點,報19203.91點;恆生科技指數跌1.41%,報3811.81點;恆生國企指數跌1.18%,報6482.47點。盤面上,科網股普遍走低,B站跌超4%,京東、騰訊跌超2%,網易、阿里巴巴跌近2%;大金融股普跌,保誠跌超7%,友邦保險跌超5%,中國平安跌超3%,匯豐控股跌超2%;石油、煤炭等資源股下挫,中海油跌近5%,中石油跌近4%,兗礦能源跌近5%,中煤能源跌超4%。另一方面,部分醫療保健股逆市走高,華潤醫療、華潤醫藥漲超5%,中國中藥漲超4%,阿里健康漲近4%。此外,部分低價股異動。盛諾集團一度暴漲超3.5倍,收漲72.6%;華夏文化科技一度狂飆近140%,收盤漲18.29%。其他重要消息方面,香港證監會發言人指,正密切關注形勢發展,以評估對香港市場的影響,也會與其他金融監管機構及港交所保持密切溝通。突發利空電視廣播巨頭狂瀉近30%3月16日週四,港股電視廣播低開,午後跌幅擴大,收盤收於日日低附近,報7.02港元/股,最新總市值30.75億港元。據悉,電視廣播是TVB的母企。消息面上,電視廣播於今日發出盈利警告,稱預期去年淨虧損介乎7.9億至8.3億港元,較2021年的虧損6.47億港元,預期EBITDA虧損擴大至3.38億港元。電視廣播解釋,去年虧損擴大,歸因香港的電視廣告市場仍然疲弱,抑制了廣告收入增長,同時去年下半年受疫情影響,導致和內地聯合制作業務放緩,而且集團對若干遺留的投資資產作出非現金減值撥備。電視廣播同時指,去年收入按年增24%至35.86億港元,而截至去年底,集團權益總額逾36億港元,以及不受限制的銀行及現金結餘逾10億港元。金融板塊走低3","images":[{"img":"https://static.tigerbbs.com/1247b91e926041b79795573db1c41b56","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/54c4f132c47f4ea8993072c7d97e8a2c","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/763292084f104f3788a6f4caac9ba6c0","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650114814","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626956885,"gmtCreate":1673675529749,"gmtModify":1676538874102,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"themes":[],"htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626956885","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628515357,"gmtCreate":1673340465580,"gmtModify":1676538820547,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"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/628515357","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628189849,"gmtCreate":1672967252383,"gmtModify":1676538774723,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628189849","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621432994,"gmtCreate":1672451022120,"gmtModify":1676538692699,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"themes":[],"htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621432994","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621581385,"gmtCreate":1672387490649,"gmtModify":1676538683308,"author":{"id":"3575355887046073","authorId":"3575355887046073","name":"龙城飞将ivy","avatar":"https://static.tigerbbs.com/e53716638a56966d1439a698197f338f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575355887046073","idStr":"3575355887046073"},"themes":[],"htmlText":"66","listText":"66","text":"66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621581385","isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621230878,"gmtCreate":1672302008796,"gmtModify":1676538668623,"auth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