Kelvin9899 personal page - To The Moon

Kelvin9899

Kelvin9899

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01-11

$Marathon Digital Holdings Inc(MARA)$

2023-12-13

$KST.HK 20240130 50.00 PUT$

2023-07-25

To the moon🤩🤩🤩 Raising up

2023-05-05

Hi

@ETF Tracker:TSLL up 47%! Single-Stock ETFs Have Impressive Returns!

2022-08-01

GOING DOWN SOON

2022-08-01

ok

@资本邦:新能源汽車購置稅確定將繼續免徵

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Single-Stock ETFs Have Impressive Returns!","htmlText":"Leveraged single stock ETFs get much attention this year. They are among the best-performing ETFs this year. Several of them have seen strong investor demand. When leveraged single-stock ETFs first launched last July, I was skeptical that they would have much traction. But this year, they have been among the best-performing ETFs this year. What is a \"leveraged single stock ETF\"?Leveraged single stock ETFs allow investors to purchase these products and invest in long or short leveraged multiples of the underlying stock. <a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$</a>, for example, is a 1.5x leveraged product where the fund manager designs the product and handles complex trades through financial derivative contracts. A 1.5x leveraged Direxion Daily TS","listText":"Leveraged single stock ETFs get much attention this year. They are among the best-performing ETFs this year. Several of them have seen strong investor demand. When leveraged single-stock ETFs first launched last July, I was skeptical that they would have much traction. But this year, they have been among the best-performing ETFs this year. What is a \"leveraged single stock ETF\"?Leveraged single stock ETFs allow investors to purchase these products and invest in long or short leveraged multiples of the underlying stock. <a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$</a>, for example, is a 1.5x leveraged product where the fund manager designs the product and handles complex trades through financial derivative contracts. A 1.5x leveraged Direxion Daily TS","text":"Leveraged single stock ETFs get much attention this year. They are among the best-performing ETFs this year. Several of them have seen strong investor demand. When leveraged single-stock ETFs first launched last July, I was skeptical that they would have much traction. But this year, they have been among the best-performing ETFs this year. What is a \"leveraged single stock ETF\"?Leveraged single stock ETFs allow investors to purchase these products and invest in long or short leveraged multiples of the underlying stock. $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$, for example, is a 1.5x leveraged product where the fund manager designs the product and handles complex trades through financial derivative contracts. A 1.5x leveraged Direxion Daily TS","images":[{"img":"https://community-static.tradeup.com/news/98b11a89d779aed3af3925e6ad09c3e2","width":"275","height":"183"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947037517","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908186581,"gmtCreate":1659340059843,"gmtModify":1705979266488,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"GOING DOWN SOON","listText":"GOING DOWN SOON","text":"GOING DOWN 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49%，回落1.2個百分點，顯著低於市場預期的50.4%；非製造業PMI 53.9%，回落0.9個百分點。7月高溫及生產淡季下，高耗能行業生產走弱對PMI的拖累顯現；需求端7月新訂單指數重回收縮區間，市場需求不足是當前製造業企業面臨的主要困難。此外，受歐美製造業生產活動降至榮枯線下影響，7月新出口訂單指數線下由升轉降。總體來說國內經濟恢復的斜率開始放緩，A股市場風險偏好可能會繼續波動。上週四召開了相關會議，延續了“穩中求進”工作目標，提到了要保持流動性合理充裕，房地產方面保交樓、穩民生；此外平臺經濟監管、就業、糧食安全保障、能源資源供應、國企改革、進出口等一系列市場關注的焦點問題都進行了迴應和明確，不過對於促銷費有所弱化。上週五又有另外一場會議，則是重點提到了推動消費繼續成爲經濟主拉動力，主要亮點在汽車和家電等。汽車方面指出除個別地區外，限購地區要增加汽車指標數量、放寬購車資格限制，延續免徵新能源汽車購置稅政策。家電則是鼓勵地方對綠色智能家電等予以適度補貼。另外還提到積極發展數字消費，深入落實餐飲、零售等困難行業扶持政策等。此前多次提到，相關部門正在研究免徵新能源汽車購置稅延期政策，此次會議代表這一利好政策正式落地。上半年促汽車消費政策取得了良好效果，6月","listText":"上週市場繼續震盪，上證綜指微跌0.51%，相對來說小盤股風格表現較好。行業板塊方面房地產、汽車、機械領漲，醫藥、食品飲料、社會服務領跌。北向資金上週淨流入11.48億元。來源：Wind7月以來A股逐漸從單邊反彈，過渡到震盪調整的態勢，地產風險、海外加息、A股半年報披露等因素都使得市場情緒降溫。截至7月30日全部A股中約1887家公司披露了中報快報和預告，披露率爲38%，接近去年同期水平；披露業績預告的公司中，“預喜”公司數量佔比僅爲42%，遠低於往年水平，延續了一季報以來的盈利下行趨勢。另外週末披露的7月官方製造業PMI 49%，回落1.2個百分點，顯著低於市場預期的50.4%；非製造業PMI 53.9%，回落0.9個百分點。7月高溫及生產淡季下，高耗能行業生產走弱對PMI的拖累顯現；需求端7月新訂單指數重回收縮區間，市場需求不足是當前製造業企業面臨的主要困難。此外，受歐美製造業生產活動降至榮枯線下影響，7月新出口訂單指數線下由升轉降。總體來說國內經濟恢復的斜率開始放緩，A股市場風險偏好可能會繼續波動。上週四召開了相關會議，延續了“穩中求進”工作目標，提到了要保持流動性合理充裕，房地產方面保交樓、穩民生；此外平臺經濟監管、就業、糧食安全保障、能源資源供應、國企改革、進出口等一系列市場關注的焦點問題都進行了迴應和明確，不過對於促銷費有所弱化。上週五又有另外一場會議，則是重點提到了推動消費繼續成爲經濟主拉動力，主要亮點在汽車和家電等。汽車方面指出除個別地區外，限購地區要增加汽車指標數量、放寬購車資格限制，延續免徵新能源汽車購置稅政策。家電則是鼓勵地方對綠色智能家電等予以適度補貼。另外還提到積極發展數字消費，深入落實餐飲、零售等困難行業扶持政策等。此前多次提到，相關部門正在研究免徵新能源汽車購置稅延期政策，此次會議代表這一利好政策正式落地。上半年促汽車消費政策取得了良好效果，6月","text":"上週市場繼續震盪，上證綜指微跌0.51%，相對來說小盤股風格表現較好。行業板塊方面房地產、汽車、機械領漲，醫藥、食品飲料、社會服務領跌。北向資金上週淨流入11.48億元。來源：Wind7月以來A股逐漸從單邊反彈，過渡到震盪調整的態勢，地產風險、海外加息、A股半年報披露等因素都使得市場情緒降溫。截至7月30日全部A股中約1887家公司披露了中報快報和預告，披露率爲38%，接近去年同期水平；披露業績預告的公司中，“預喜”公司數量佔比僅爲42%，遠低於往年水平，延續了一季報以來的盈利下行趨勢。另外週末披露的7月官方製造業PMI 49%，回落1.2個百分點，顯著低於市場預期的50.4%；非製造業PMI 53.9%，回落0.9個百分點。7月高溫及生產淡季下，高耗能行業生產走弱對PMI的拖累顯現；需求端7月新訂單指數重回收縮區間，市場需求不足是當前製造業企業面臨的主要困難。此外，受歐美製造業生產活動降至榮枯線下影響，7月新出口訂單指數線下由升轉降。總體來說國內經濟恢復的斜率開始放緩，A股市場風險偏好可能會繼續波動。上週四召開了相關會議，延續了“穩中求進”工作目標，提到了要保持流動性合理充裕，房地產方面保交樓、穩民生；此外平臺經濟監管、就業、糧食安全保障、能源資源供應、國企改革、進出口等一系列市場關注的焦點問題都進行了迴應和明確，不過對於促銷費有所弱化。上週五又有另外一場會議，則是重點提到了推動消費繼續成爲經濟主拉動力，主要亮點在汽車和家電等。汽車方面指出除個別地區外，限購地區要增加汽車指標數量、放寬購車資格限制，延續免徵新能源汽車購置稅政策。家電則是鼓勵地方對綠色智能家電等予以適度補貼。另外還提到積極發展數字消費，深入落實餐飲、零售等困難行業扶持政策等。此前多次提到，相關部門正在研究免徵新能源汽車購置稅延期政策，此次會議代表這一利好政策正式落地。上半年促汽車消費政策取得了良好效果，6月","images":[{"img":"https://static.tigerbbs.com/c363ac06635d626e59ccfe5c77dea33b"},{"img":"https://static.tigerbbs.com/3e0962c5f33a8df667db94528c1af375"},{"img":"https://static.tigerbbs.com/111a964716aee681230e982fbcf83087"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/685094040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":261773662351576,"gmtCreate":1704919949461,"gmtModify":1704919952303,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>&nbsp;","text":"$Marathon Digital Holdings Inc(MARA)$","images":[{"img":"https://community-static.tradeup.com/news/2af4c062d5f8aee1e59bbfbd91a1f40e","width":"1600","height":"900"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261773662351576","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251523256950944,"gmtCreate":1702444435815,"gmtModify":1702446127897,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/KST.HK 20240130 50.00 PUT\">$KST.HK 20240130 50.00 PUT$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/KST.HK 20240130 50.00 PUT\">$KST.HK 20240130 50.00 PUT$&nbsp;</a>","text":"$KST.HK 20240130 50.00 PUT$","images":[{"img":"https://community-static.tradeup.com/news/100dc0e22866582b32ea86315ba4b4c5","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251523256950944","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":201485961887832,"gmtCreate":1690218534905,"gmtModify":1690218539782,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"To the moon🤩🤩🤩 Raising up","listText":"To the moon🤩🤩🤩 Raising up","text":"To the moon🤩🤩🤩 Raising up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201485961887832","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947561462,"gmtCreate":1683299478157,"gmtModify":1683299481824,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947561462","repostId":"9947037517","repostType":1,"repost":{"id":9947037517,"gmtCreate":1682337970839,"gmtModify":1682338294819,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931","authorIdStr":"3527667646990931"},"themes":[],"title":"TSLL up  47%! Single-Stock ETFs Have Impressive Returns!","htmlText":"Leveraged single stock ETFs get much attention this year. They are among the best-performing ETFs this year. Several of them have seen strong investor demand. When leveraged single-stock ETFs first launched last July, I was skeptical that they would have much traction. But this year, they have been among the best-performing ETFs this year. What is a \"leveraged single stock ETF\"?Leveraged single stock ETFs allow investors to purchase these products and invest in long or short leveraged multiples of the underlying stock. <a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$</a>, for example, is a 1.5x leveraged product where the fund manager designs the product and handles complex trades through financial derivative contracts. A 1.5x leveraged Direxion Daily TS","listText":"Leveraged single stock ETFs get much attention this year. They are among the best-performing ETFs this year. Several of them have seen strong investor demand. When leveraged single-stock ETFs first launched last July, I was skeptical that they would have much traction. But this year, they have been among the best-performing ETFs this year. What is a \"leveraged single stock ETF\"?Leveraged single stock ETFs allow investors to purchase these products and invest in long or short leveraged multiples of the underlying stock. <a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$</a>, for example, is a 1.5x leveraged product where the fund manager designs the product and handles complex trades through financial derivative contracts. A 1.5x leveraged Direxion Daily TS","text":"Leveraged single stock ETFs get much attention this year. They are among the best-performing ETFs this year. Several of them have seen strong investor demand. When leveraged single-stock ETFs first launched last July, I was skeptical that they would have much traction. But this year, they have been among the best-performing ETFs this year. What is a \"leveraged single stock ETF\"?Leveraged single stock ETFs allow investors to purchase these products and invest in long or short leveraged multiples of the underlying stock. $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$, for example, is a 1.5x leveraged product where the fund manager designs the product and handles complex trades through financial derivative contracts. A 1.5x leveraged Direxion Daily TS","images":[{"img":"https://community-static.tradeup.com/news/98b11a89d779aed3af3925e6ad09c3e2","width":"275","height":"183"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947037517","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908186581,"gmtCreate":1659340059843,"gmtModify":1705979266488,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"GOING DOWN SOON","listText":"GOING DOWN SOON","text":"GOING DOWN SOON","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908186581","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908190118,"gmtCreate":1659330871034,"gmtModify":1676536288434,"author":{"id":"3585303425743243","authorId":"3585303425743243","name":"Kelvin9899","avatar":"https://community-static.tradeup.com/news/d2eef6328162194d9400428e27a21519","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585303425743243","authorIdStr":"3585303425743243"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908190118","repostId":"685094040","repostType":1,"repost":{"id":685094040,"gmtCreate":1659329775384,"gmtModify":1676533401050,"author":{"id":"3511237393001450","authorId":"3511237393001450","name":"资本邦","avatar":"https://static.tigerbbs.com/9b1331a33968359a10e08ae7160541b0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511237393001450","authorIdStr":"3511237393001450"},"themes":[],"title":"新能源汽車購置稅確定將繼續免徵","htmlText":"上週市場繼續震盪，上證綜指微跌0.51%，相對來說小盤股風格表現較好。行業板塊方面房地產、汽車、機械領漲，醫藥、食品飲料、社會服務領跌。北向資金上週淨流入11.48億元。來源：Wind7月以來A股逐漸從單邊反彈，過渡到震盪調整的態勢，地產風險、海外加息、A股半年報披露等因素都使得市場情緒降溫。截至7月30日全部A股中約1887家公司披露了中報快報和預告，披露率爲38%，接近去年同期水平；披露業績預告的公司中，“預喜”公司數量佔比僅爲42%，遠低於往年水平，延續了一季報以來的盈利下行趨勢。另外週末披露的7月官方製造業PMI 49%，回落1.2個百分點，顯著低於市場預期的50.4%；非製造業PMI 53.9%，回落0.9個百分點。7月高溫及生產淡季下，高耗能行業生產走弱對PMI的拖累顯現；需求端7月新訂單指數重回收縮區間，市場需求不足是當前製造業企業面臨的主要困難。此外，受歐美製造業生產活動降至榮枯線下影響，7月新出口訂單指數線下由升轉降。總體來說國內經濟恢復的斜率開始放緩，A股市場風險偏好可能會繼續波動。上週四召開了相關會議，延續了“穩中求進”工作目標，提到了要保持流動性合理充裕，房地產方面保交樓、穩民生；此外平臺經濟監管、就業、糧食安全保障、能源資源供應、國企改革、進出口等一系列市場關注的焦點問題都進行了迴應和明確，不過對於促銷費有所弱化。上週五又有另外一場會議，則是重點提到了推動消費繼續成爲經濟主拉動力，主要亮點在汽車和家電等。汽車方面指出除個別地區外，限購地區要增加汽車指標數量、放寬購車資格限制，延續免徵新能源汽車購置稅政策。家電則是鼓勵地方對綠色智能家電等予以適度補貼。另外還提到積極發展數字消費，深入落實餐飲、零售等困難行業扶持政策等。此前多次提到，相關部門正在研究免徵新能源汽車購置稅延期政策，此次會議代表這一利好政策正式落地。上半年促汽車消費政策取得了良好效果，6月","listText":"上週市場繼續震盪，上證綜指微跌0.51%，相對來說小盤股風格表現較好。行業板塊方面房地產、汽車、機械領漲，醫藥、食品飲料、社會服務領跌。北向資金上週淨流入11.48億元。來源：Wind7月以來A股逐漸從單邊反彈，過渡到震盪調整的態勢，地產風險、海外加息、A股半年報披露等因素都使得市場情緒降溫。截至7月30日全部A股中約1887家公司披露了中報快報和預告，披露率爲38%，接近去年同期水平；披露業績預告的公司中，“預喜”公司數量佔比僅爲42%，遠低於往年水平，延續了一季報以來的盈利下行趨勢。另外週末披露的7月官方製造業PMI 49%，回落1.2個百分點，顯著低於市場預期的50.4%；非製造業PMI 53.9%，回落0.9個百分點。7月高溫及生產淡季下，高耗能行業生產走弱對PMI的拖累顯現；需求端7月新訂單指數重回收縮區間，市場需求不足是當前製造業企業面臨的主要困難。此外，受歐美製造業生產活動降至榮枯線下影響，7月新出口訂單指數線下由升轉降。總體來說國內經濟恢復的斜率開始放緩，A股市場風險偏好可能會繼續波動。上週四召開了相關會議，延續了“穩中求進”工作目標，提到了要保持流動性合理充裕，房地產方面保交樓、穩民生；此外平臺經濟監管、就業、糧食安全保障、能源資源供應、國企改革、進出口等一系列市場關注的焦點問題都進行了迴應和明確，不過對於促銷費有所弱化。上週五又有另外一場會議，則是重點提到了推動消費繼續成爲經濟主拉動力，主要亮點在汽車和家電等。汽車方面指出除個別地區外，限購地區要增加汽車指標數量、放寬購車資格限制，延續免徵新能源汽車購置稅政策。家電則是鼓勵地方對綠色智能家電等予以適度補貼。另外還提到積極發展數字消費，深入落實餐飲、零售等困難行業扶持政策等。此前多次提到，相關部門正在研究免徵新能源汽車購置稅延期政策，此次會議代表這一利好政策正式落地。上半年促汽車消費政策取得了良好效果，6月","text":"上週市場繼續震盪，上證綜指微跌0.51%，相對來說小盤股風格表現較好。行業板塊方面房地產、汽車、機械領漲，醫藥、食品飲料、社會服務領跌。北向資金上週淨流入11.48億元。來源：Wind7月以來A股逐漸從單邊反彈，過渡到震盪調整的態勢，地產風險、海外加息、A股半年報披露等因素都使得市場情緒降溫。截至7月30日全部A股中約1887家公司披露了中報快報和預告，披露率爲38%，接近去年同期水平；披露業績預告的公司中，“預喜”公司數量佔比僅爲42%，遠低於往年水平，延續了一季報以來的盈利下行趨勢。另外週末披露的7月官方製造業PMI 49%，回落1.2個百分點，顯著低於市場預期的50.4%；非製造業PMI 53.9%，回落0.9個百分點。7月高溫及生產淡季下，高耗能行業生產走弱對PMI的拖累顯現；需求端7月新訂單指數重回收縮區間，市場需求不足是當前製造業企業面臨的主要困難。此外，受歐美製造業生產活動降至榮枯線下影響，7月新出口訂單指數線下由升轉降。總體來說國內經濟恢復的斜率開始放緩，A股市場風險偏好可能會繼續波動。上週四召開了相關會議，延續了“穩中求進”工作目標，提到了要保持流動性合理充裕，房地產方面保交樓、穩民生；此外平臺經濟監管、就業、糧食安全保障、能源資源供應、國企改革、進出口等一系列市場關注的焦點問題都進行了迴應和明確，不過對於促銷費有所弱化。上週五又有另外一場會議，則是重點提到了推動消費繼續成爲經濟主拉動力，主要亮點在汽車和家電等。汽車方面指出除個別地區外，限購地區要增加汽車指標數量、放寬購車資格限制，延續免徵新能源汽車購置稅政策。家電則是鼓勵地方對綠色智能家電等予以適度補貼。另外還提到積極發展數字消費，深入落實餐飲、零售等困難行業扶持政策等。此前多次提到，相關部門正在研究免徵新能源汽車購置稅延期政策，此次會議代表這一利好政策正式落地。上半年促汽車消費政策取得了良好效果，6月","images":[{"img":"https://static.tigerbbs.com/c363ac06635d626e59ccfe5c77dea33b"},{"img":"https://static.tigerbbs.com/3e0962c5f33a8df667db94528c1af375"},{"img":"https://static.tigerbbs.com/111a964716aee681230e982fbcf83087"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/685094040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}