SQ1128 personal page - To The Moon

SQ1128

SQ1128

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2021-07-15

Good can buy

环球新材国际一手中签率25%，认购30手稳中一手

2022-03-21

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本周前瞻 | 腾讯、小米、美团等财报扎堆来袭！

2021-09-22

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2021-08-15

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传小红书开始新一轮融资，估值超100亿美元

2021-07-29

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2022-02-26

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2022-02-10

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昨夜今晨 | 无惧CPI来袭！美股继续大爆发

2022-02-09

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昨夜今晨 | 美股多头大爆发！中概强势反弹

2022-11-24

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美股新能源车板块走高，特斯拉涨超5%

2022-07-15

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2022-06-21

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冰火两重天，A股涨美股跌会成为新常态吗？

2022-06-09

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2022-01-29

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@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-01-15

88

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2023-04-12

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@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2022-12-03

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@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-11-03

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2022-11-02

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2022-11-01

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Go to Tiger App to see more news

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23:27","market":"hk","language":"zh","title":"夜读 | 如何坚守内心的“投资节奏”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1149781049","media":"中国证券报","summary":"“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的","content":"<div>\n<p>“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的“牛市”，一旦失守便会引发一系列的抛单与“割肉”。市场此起彼落，心情也随之上下起伏，然而，过度关注外在的行情波动并将投资决策寄托于其上，真的合适吗？1.无惧波动，坚持自我判断投资过程中面临着诸多干扰，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>夜读 | 如何坚守内心的“投资节奏”？</title>\n<style 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href=\"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Jcl0Lp4ndy-U5W-6JWunrA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149781049","content_text":"“大盘必须守住这个点位才有希望”“我看好在这个点位加仓”......如同高考放榜时扣人心弦的录取分数线一样，股市里的一些“关键位置”也在相当大程度上影响着投资者的判断，仿佛向上穿透后便会迎来渴望已久的“牛市”，一旦失守便会引发一系列的抛单与“割肉”。市场此起彼落，心情也随之上下起伏，然而，过度关注外在的行情波动并将投资决策寄托于其上，真的合适吗？1.无惧波动，坚持自我判断投资过程中面临着诸多干扰，市场价格波动更具备一种难以抵抗的魔力：上涨时令人兴奋，忍不住想要加仓；下跌时又令人忧虑，忍不住又“赶紧割肉，落袋为安”，于是“一涨就买，一跌就卖”的行为循环往复——然而下单后市场却时常戏剧性地“一卖就涨，一买就跌”，令人唏嘘顿足。“一年五倍者如过江之鲫，五年一倍者寥若星辰”，这句话在投资圈里几乎被奉为圭臬。梳理那些真正赚得巨大财富和声望的投资者的经历，不难发现，虽然性格迥异，但坚持自己的判断无疑是最为广泛的共性之一。强如股神巴菲特也曾在上个世纪70年代经历过长期阵痛，伯克希尔哈撒韦的投资组合到1974年时一度损失了接近30%，不过内心坚定“市场对股票价格的反应在任何时候都不能代表它的内在价值”的巴菲特，仍然坚持着自己的策略并拒绝卖出所持有的伯克希尔哈撒韦股票。随着80年代牛市终于来临，股神在迅速收复失地后又开启了一段新的辉煌历程。巴菲特如是，他的挚友芒格如是，他们的同龄人、曾被痛骂“业绩太差”的红杉基金创始人比尔·鲁安亦如是。这些人往往不会轻易根据市场点位作出决策，亦不会因为市场价格的短期波动而改变自身的判断，依靠坚守自己的“投资节奏”，最终创造出为后世称道的无数次成功的交易。2.保持理性与勤奋耕耘面对市场的波动，坚守内心首先需要的是理性。暂时性的震荡并不意味着必然的损失，与其由着自己的心绪如脱缰野马般随市值波动，不如冷静下来理性审视已有的投资组合：价格波动是否意味着基本面出现了变化？当前风险是否可以接受？是否有哪些被忽略的因素值得警惕？如果有，及时改正即可；如果没有，那大可宠辱不惊。除了理性的判断，耐心也必不可少。任何一项成功的投资都并非今日下注明日便可丰收，做时间的朋友更要耐得住一时的艰难困苦，少不了戒骄戒躁，经得起非议否定，也只有持续在正确的道路上做正确的事，保持良好的心态，才能迎来金子真正发光的一天。无论是机构投资者还是个人，想要持续稳定地盈利，勤奋也是必不可少的素质。正如彼得·林奇解释自己成功的秘密：“我每年要访问200家以上的公司和阅读700份年度报告。”好的投资机会从不是从天而降的馅饼，没有勤奋的研究、刻苦的学习、积极的思考和不断的付出，投资者又如何发掘其隐藏在市场波涛下的金光？行而不辍，未来可期。聪明的投资者们，让我们收拾好行囊，整理好心绪，继续勇敢地出发吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043399522,"gmtCreate":1655867918166,"gmtModify":1676535722356,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043399522","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Time 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This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi\n \n","listText":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","text":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. 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Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049667598,"gmtCreate":1655786068314,"gmtModify":1676535705442,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049667598","repostId":"1197040344","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051787469,"gmtCreate":1654740495151,"gmtModify":1676535502758,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051787469","repostId":"1170648892","repostType":2,"repost":{"id":"1170648892","kind":"news","pubTimestamp":1654571595,"share":"https://ttm.financial/m/news/1170648892?lang=&edition=fundamental","pubTime":"2022-06-07 11:13","market":"sg","language":"en","title":"Here Are 3 Singapore Stocks I Would Look to Add In A Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1170648892","media":"The Smart Investor","summary":"Here are three Singapore stocks that I will eagerly buy if a bear market arrives.","content":"<html><head></head><body><p>Here are three Singapore stocks that I will eagerly buy if a bear market arrives.</p><p><img src=\"https://static.tigerbbs.com/b300143b64bed5002e1a9fab931433e5\" tg-width=\"1068\" tg-height=\"708\" width=\"100%\" height=\"auto\"/></p><p>It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.</p><p>Technology stocks, in particular, have taken an even larger hit.</p><p>It’s not easy to keep your emotions in check when you see the flood of red in your portfolio.</p><p>While scary, the good news is we are playing the long game, and such declines are just temporary for strong companies that have a robust competitive moat and good track record of performance.</p><p>PM Lee has warned of a possible recession in the next two years that may trigger a bear market, giving you a great opportunity to accumulate the stocks of strong companies on the cheap.</p><p>Below are three companies I would look to add if a bear market arrives.</p><p><b>1. ComfortDelgro Corporation Limited (SGX: C52)</b></p><p>The first is ComfortDelgro Corporation Limited, or CDG, Singapore’s land transport giant.</p><p>The group has a fleet size of about 35,000 buses, taxis and rental services.</p><p>Its geographic presence also spans Singapore, Australia, China, the United Kingdom, Ireland, Vietnam, and Malaysia.</p><p>Besides being Singapore’s largest taxi operator with a 60% market share, CDG’s Inspection &amp; Testing Services segment, through its wholly owned subsidiary <b>VICOM</b> (SGX: WJP), is also Singapore’s largest vehicle inspection company with 35 inspection lanes across seven centres.</p><p>CDG’s strengths abroad are also noteworthy.</p><p>Through targeted acquisitions and investments, CDG has become the United Kingdom’s second-largest coach operator.</p><p>For its fiscal 2022’s first quarter (1Q2022) earnings, revenue inched up 3.9% year on year to S$895.9 million while net profit jumped 30.4% year on year to S$76.7 million.</p><p>CDG’s robust businesses and market dominance in its multiple segments make this blue-chip stock a darling to own.</p><p>In addition, investors can also hope for better dividends should the company execute well, just like how it tripled its FY2021 dividend to S$0.042 from FY2020’s S$0.0143.</p><p>At a unit price of S$1.44, CDG currently sports a dividend yield of 2.92%.</p><p><b>2. Singtel (SGX: Z74)</b></p><p>Next up is Singtel, our home-grown telco giant and also another blue-chip darling.</p><p>From mobile services (which include calling, roaming, data services etc) to Enterprise ICT services (which include government and enterprise projects e.g digitalisation), Singtel’s business divisions demonstrate high barriers to entry.</p><p>Singtel doesn’t rely solely on the Singapore market for revenue contribution.</p><p>In FY22, its Australia’s Consumer segment revenue stood at 43.2%, or A$6.6 billion of total group revenue of S$15.3 billion.</p><p>Across other regions, Singtel gets 13.5%, or S$2 billion, of its group revenue from its regional associates, which takes in contributions from Indonesia, Philippines, India, and Africa.</p><p>Not to forget, Singtel’s business-to-business (B2B) arm, which comprises NCS and Group Enterprise, are deeply rooted in government projects and data centre scale ups.</p><p>Together, they make up about S$6.1 billion (NCS: S$2.3 billion, Group Enterprise: S$3.8 billion) of its FY22’s revenue.</p><p>Essentially, B2B businesses make up about 40% of Singtel’s total revenue.</p><p>With the 5G scale ups and the different initiatives that Singtel has done to unlock value for shareholders, Singtel’s moat should become even stronger over time.</p><p>Singtel has a dividend policy to pay out 60-80% of underlying net profit.</p><p>Investors who are looking to ride Singtel’s long term growth while also being paid in dividends can consider investing in the company.</p><p>Singtel proposed a final dividend of S$0.048 for FY2022, which was double that of S$0.024 in FY2021.</p><p>Based on the total dividend per share of S$0.093 Singtel paid out for FY2022, and at a unit price of S$2.58, this translates to a dividend yield of 3.6%.</p><p><b>3. Q&amp;M Dental Group (SGX: QC7)</b></p><p>Lastly, we have Q&amp;M Dental Group, or Q&amp;M Dental.</p><p>Q&amp;M Dental is the largest private dental clinic operator in Singapore with 99 outlets across the island.</p><p>It also has 41 dental outlets in Malaysia, and one dental clinic in China.</p><p>Q&amp;M Dental clinics are strategically and conveniently located in many of the shopping centres, MRT and bus stations around Singapore.</p><p>Other than dental clinic outlets, Q&amp;M Dental also operates a unit that manufactures dental materials and distributes dental equipment and supplies.</p><p>Because of the pandemic, Q&amp;M Dental, through Acumen Diagnostic (effective ownership of 67.15%), started providing COVID-19 PCR home and offsite swab services at all of its clinics around Singapore.</p><p>As the government ramped up its fight against the virus, Q&amp;M Dental’s Medical laboratory segment saw a more than 16-fold revenue growth in FY2021 to S$37.1 million, compared to S$2.2 million a year earlier.</p><p>Post-COVID, Acumen’s R&amp;D is developing a pipeline of PCR tests for infectious diseases and cancer.</p><p>In FY2021, Q&amp;M Dental paid a total dividend of S$0.04.</p><p>For its fiscal 2022 first quarter (1Q2022), it paid out an interim dividend of S$0.004, which at a unit price of S$0.485, translates to a 7% trailing 12 months dividend yield.</p><p><b>Get Smart: Safe and stable</b></p><p>The three stocks above all exhibit strengths and dominance in their respective fields.</p><p>Regardless of the state of the stock market, they remain resilient and can withstand downturns without going under.</p><p>If markets do plunge suddenly and without reason, I’ll be looking out for these stocks to add to my investment portfolio.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nHere Are 3 Singapore Stocks I Would Look to Add In A Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three Singapore stocks that I will eagerly buy if a bear market arrives.It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.Technology stocks, in particular...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","QC7.SI":"全民","C52.SI":"康福德高企业"},"source_url":"https://thesmartinvestor.com.sg/here-are-3-singapore-stocks-i-would-look-to-add-in-a-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170648892","content_text":"Here are three Singapore stocks that I will eagerly buy if a bear market arrives.It’s been a tough year to watch especially if your portfolio is heavy on growth stocks.Technology stocks, in particular, have taken an even larger hit.It’s not easy to keep your emotions in check when you see the flood of red in your portfolio.While scary, the good news is we are playing the long game, and such declines are just temporary for strong companies that have a robust competitive moat and good track record of performance.PM Lee has warned of a possible recession in the next two years that may trigger a bear market, giving you a great opportunity to accumulate the stocks of strong companies on the cheap.Below are three companies I would look to add if a bear market arrives.1. ComfortDelgro Corporation Limited (SGX: C52)The first is ComfortDelgro Corporation Limited, or CDG, Singapore’s land transport giant.The group has a fleet size of about 35,000 buses, taxis and rental services.Its geographic presence also spans Singapore, Australia, China, the United Kingdom, Ireland, Vietnam, and Malaysia.Besides being Singapore’s largest taxi operator with a 60% market share, CDG’s Inspection & Testing Services segment, through its wholly owned subsidiary VICOM (SGX: WJP), is also Singapore’s largest vehicle inspection company with 35 inspection lanes across seven centres.CDG’s strengths abroad are also noteworthy.Through targeted acquisitions and investments, CDG has become the United Kingdom’s second-largest coach operator.For its fiscal 2022’s first quarter (1Q2022) earnings, revenue inched up 3.9% year on year to S$895.9 million while net profit jumped 30.4% year on year to S$76.7 million.CDG’s robust businesses and market dominance in its multiple segments make this blue-chip stock a darling to own.In addition, investors can also hope for better dividends should the company execute well, just like how it tripled its FY2021 dividend to S$0.042 from FY2020’s S$0.0143.At a unit price of S$1.44, CDG currently sports a dividend yield of 2.92%.2. Singtel (SGX: Z74)Next up is Singtel, our home-grown telco giant and also another blue-chip darling.From mobile services (which include calling, roaming, data services etc) to Enterprise ICT services (which include government and enterprise projects e.g digitalisation), Singtel’s business divisions demonstrate high barriers to entry.Singtel doesn’t rely solely on the Singapore market for revenue contribution.In FY22, its Australia’s Consumer segment revenue stood at 43.2%, or A$6.6 billion of total group revenue of S$15.3 billion.Across other regions, Singtel gets 13.5%, or S$2 billion, of its group revenue from its regional associates, which takes in contributions from Indonesia, Philippines, India, and Africa.Not to forget, Singtel’s business-to-business (B2B) arm, which comprises NCS and Group Enterprise, are deeply rooted in government projects and data centre scale ups.Together, they make up about S$6.1 billion (NCS: S$2.3 billion, Group Enterprise: S$3.8 billion) of its FY22’s revenue.Essentially, B2B businesses make up about 40% of Singtel’s total revenue.With the 5G scale ups and the different initiatives that Singtel has done to unlock value for shareholders, Singtel’s moat should become even stronger over time.Singtel has a dividend policy to pay out 60-80% of underlying net profit.Investors who are looking to ride Singtel’s long term growth while also being paid in dividends can consider investing in the company.Singtel proposed a final dividend of S$0.048 for FY2022, which was double that of S$0.024 in FY2021.Based on the total dividend per share of S$0.093 Singtel paid out for FY2022, and at a unit price of S$2.58, this translates to a dividend yield of 3.6%.3. Q&M Dental Group (SGX: QC7)Lastly, we have Q&M Dental Group, or Q&M Dental.Q&M Dental is the largest private dental clinic operator in Singapore with 99 outlets across the island.It also has 41 dental outlets in Malaysia, and one dental clinic in China.Q&M Dental clinics are strategically and conveniently located in many of the shopping centres, MRT and bus stations around Singapore.Other than dental clinic outlets, Q&M Dental also operates a unit that manufactures dental materials and distributes dental equipment and supplies.Because of the pandemic, Q&M Dental, through Acumen Diagnostic (effective ownership of 67.15%), started providing COVID-19 PCR home and offsite swab services at all of its clinics around Singapore.As the government ramped up its fight against the virus, Q&M Dental’s Medical laboratory segment saw a more than 16-fold revenue growth in FY2021 to S$37.1 million, compared to S$2.2 million a year earlier.Post-COVID, Acumen’s R&D is developing a pipeline of PCR tests for infectious diseases and cancer.In FY2021, Q&M Dental paid a total dividend of S$0.04.For its fiscal 2022 first quarter (1Q2022), it paid out an interim dividend of S$0.004, which at a unit price of S$0.485, translates to a 7% trailing 12 months dividend yield.Get Smart: Safe and stableThe three stocks above all exhibit strengths and dominance in their respective fields.Regardless of the state of the stock market, they remain resilient and can withstand downturns without going under.If markets do plunge suddenly and without reason, I’ll be looking out for these stocks to add to my investment portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034134978,"gmtCreate":1647824113780,"gmtModify":1676534268864,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034134978","repostId":"1109622169","repostType":4,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030749678,"gmtCreate":1645833310192,"gmtModify":1676534067894,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030749678","repostId":"1156241029","repostType":4,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094313121,"gmtCreate":1645059968217,"gmtModify":1676533992467,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094313121","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096797505,"gmtCreate":1644457571718,"gmtModify":1676533929170,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096797505","repostId":"1130668023","repostType":2,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096614647,"gmtCreate":1644372549599,"gmtModify":1676533918500,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096614647","repostId":"1187099489","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093096414,"gmtCreate":1643445274017,"gmtModify":1676533821868,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093096414","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005146170,"gmtCreate":1642213030990,"gmtModify":1676533693342,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"88","listText":"88","text":"88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005146170","repostId":"1140376268","repostType":4,"repost":{"id":"1140376268","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1642206680,"share":"https://ttm.financial/m/news/1140376268?lang=&edition=fundamental","pubTime":"2022-01-15 08:31","market":"sh","language":"zh","title":"280亿配股！证券“一哥”先把自己给整崩了","url":"https://stock-news.laohu8.com/highlight/detail?id=1140376268","media":"格隆汇","summary":"有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。昨晚，券商“一哥”中信证券历时11个月的“要钱”计划正式落地，280亿的配股规模，超过招商证券2020年的12","content":"<html><head></head><body><p>有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。</p><p>昨晚，券商“一哥”<a href=\"https://laohu8.com/S/600030\">中信证券</a>历时11个月的“要钱”计划正式落地，280亿的配股规模，超过<a href=\"https://laohu8.com/S/600999\">招商证券</a>2020年的127亿元配股，成为券商行业最大的一次配股融资。</p><p><b>配股向来都会对股价带来短期负面影响，对于持有的股民来说，“挨打”肯定是少不了，还得考虑是否参与配股。</b></p><p><img src=\"https://static.tigerbbs.com/9d857b3724e40eef11047ff3e34d8434\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：Choice，<a href=\"https://laohu8.com/S/06030\">中信证券</a>分时走势）</p><p>今日早盘，中信证券不出意外的跳空低开3%，而且一路走到黑，把整个证券板块一众“小弟”拖下水，要是说上证指数今日跑输创业板指数，肯定有中信证券的“功劳”。截至收盘，中信证券下跌5%，几乎收在最低位，证券板块下跌2.38%。</p><p>在多数老股民记忆里，中信证券都是行业内的老大哥，遥想2015年，中信证券不可一世，一度成为亚洲第一大，全球第四大券商巨头，而6年过去了，在国内竟被东财拉下马来。</p><p>中信证券市值在今年6月被<a href=\"https://laohu8.com/S/300059\">东方财富</a>超越，落到第二，尽管东方财富这些天有些回落，但市值依然超中信证券不少。</p><p>这次280亿的巨额配股，一哥能挽回自己的尊严吗？</p><p><i><b>01、</b></i><b>配股利好了谁？</b></p><p><b>对于中信证券自身来说，配股是当前比较合适的再融资方式。一方面可以直接从市场上获取大额融资，另一方面又不稀释控股股东的股权。</b></p><p>配股直接面向全体老股东，那么分担到每个投资者的资金压力就会小很多。另外，中信证券大股东股权占比本来就很低，直接配股不会稀释股权。从三季度看，大股东中信有限公司持有股权比例并不高，只占15.47%。</p><p>这次配资，中信证券本次配股募集大概280亿，其中，A股配股募230亿，H股配股募集50亿。</p><p>如果募集资金280亿元，那么相当于直接补充了280亿元现金净资产。公司2021年底净资产2091亿，配股完成后将超2370亿，较第二名海通差距将超700亿。</p><p>在券商行业，总资产无疑是最重要的考量方式，所以这次配股募资，将大幅提升中信证券的资产规模，从而进一步巩固在行业内的龙头地位。</p><p><b>不过，配股对于投资者来说，可能会带来短期负面影响。一方面，配股之后，股价被稀释，流通中股票就会增多。另一方面，如果不参与配股的话，配股价越低，那就等于要亏越多。</b></p><p>根据公告，配股按照每10股配售1.5股的比例向全体A股股东配售。配股价格为14.43元/股，比前一日收盘价26.36元低，相当打了55折发行。</p><p>如果你手里有100股中信证券，那么这次配股你有15股的优先认购权，当然，你也可以放弃这15股的认购权，也就是弃配。</p><p>对于还没有抛售持有的股民来说，如果不参与配股的话，就得承受6%的亏损，那问题来了，现在已经有一定跌幅了，中信证券还值得配吗？</p><p>短期来看，今日股价大跌5%，股价周一开盘再来个情绪啥，直接就跌到配股除权后的价格24.8元附近，按照收盘价25.03计算，也就不到1%的跌幅。也就是说，今天“挨打”了还没抛售，又不想交钱配股，最多也就是再损失1%。</p><p>至于后面是否看好，就得考验投资者信仰了。</p><p><i><b>02、</b></i><b>备受挑战</b></p><p><b>中信证券被“黑”的最惨的莫过于它的反向指标。</b></p><p>去年轰轰烈烈的大白马行情，中信证券在2月10日将<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>目标价定为3000元，而当天贵州茅台股价大涨5.9%，这也是贵州茅台股价见顶之前的最后一根阳线。</p><p>此后的故事大家也都知道了，茅台短短半年多大跌35%，股价最新1662元，市值蒸发1.1万。</p><p>去年7月，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>开车狂飙，一路涨不停，中信证券7月30日发布研报称，维持宁德时代买入评级，2023年目标价为754元/股。相较于29日收盘价的556.8元相比，还要高出35%。不过，很不凑巧，宁王30日盘中创下历史新高，但单日收跌1.15%，并开启了回撤之路，且期间一度跌破470元。</p><p><b>看多目标不行，而看空目标好像又有影响力。</b></p><p><a href=\"https://laohu8.com/S/600927\">永安期货</a>2021年12月23日以17.97元的发行价上市，上市后连续6日涨停，至12月30日触及最高价41.69元，市值一度超600亿元。随后12月31日永安期货出现跌停调整，而中信证券2022年1月3日发布研报再踩永安期货一脚，称股价有35%下行空间。结果，“期茅”新年开盘再次闪崩。</p><p><img src=\"https://static.tigerbbs.com/5fccb088cf8458fdf5b2f6011ef62c62\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：Choice，永安期货分时走势）</p><p>不巧的是，今日永安期货盘中一度涨停，报收34.41，涨幅8.27%，看来距离中信证券的看空目标价22元，好像又远了不少。</p><p>宁德、茅台等无疑都是各赛道的非常优秀的公司，而永安期货估值也是不便宜的标的，只是中信证券给出的目标价的时候，有时运气就是有点背，导致短期失去了一些准头。</p><p><b>方向偏离目标价还不仅限于这些股民广为津津乐道的票，当然这背后固然也有宏观环境和市场炒作主线偏离等因素的剧烈变化有关，只是好巧不巧，偏偏“一哥”就遇上了。</b></p><p>除了方向指标被黑，公司市值近来一直落后于东方财富。50家券商，总市值4万亿。券商一哥东方财富3340亿，高出中信证券104亿。要知道的是，2015大牛市时，中信历史股价最高时，市值逼近4000亿，那时东财不足500亿，市值排名20名开外，前者是后者的8倍。</p><p><b>当然，同样的行业，持有东财和中信的心态却大相径庭。</b>东财2010年上市至今，累计涨幅32倍，同期中信上涨不到1倍。2021年东财上涨44%，中信证券还反而下跌9%。</p><p>没有对比就没有伤害，可以看出，持有中信证券的投资者表示很纳闷。</p><p><i><b>03、</b></i><b>瘦死骆驼比马大</b></p><p>虽然市值暂时落后，但老大哥<b>中信的基本面还是比较扎实的。</b></p><p>就在昨天发布配股公告的前一天，中信证券还向投资者秀了一下“肌肉”。公司发布2021年度业绩快报，其中营收765亿元，同比增长40.8%，归母净利润230亿元，同比增长54.2%，而价值投资者比较关注的ROE12.01%，同比提升3.58个百分点。</p><p><img src=\"https://static.tigerbbs.com/2780f5270ca95f901cd5683b4cb812fe\" tg-width=\"410\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：<a href=\"https://laohu8.com/S/300033\">同花顺</a>，中信证券业绩快报）</p><p>公司单单四季度收入大约有188亿元，同比增长超50%，归母净利润53亿，同比增长超1倍。这么一算，公司第四季度业绩大超预期。</p><p><b>超预期主要来自第四季度市场景气度上行、衍生品业务快速发展、投行业务、其他业务收入同比高增。</b></p><p>此外，中信证券多项指标还是位居前列，老大哥的位置不容易撼动。</p><p>2021年，中信证券IPO规模850亿，同比增长88%，位居行业第一；IPO家数68家，较去年增加27家，位居行业第一。再融资规模2539亿，同比增长40%，位居行业第一。债券承销15634亿，同比+20%，位居行业第一。资管业务三季度净收入依旧第一，增幅超过64%</p><p><img src=\"https://static.tigerbbs.com/c4069729236c1f8455fca314d212fcb6\" tg-width=\"408\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：中航证券，上市券商资管业务增速）</p><p>对于此次的大笔融资用途中，资本中介业务占据了绝大部分。在280亿元资金中，公司将使用不超190亿元用于资本中介业务。</p><p>中介业务一般有就是融资融券、股票质押、收益互换、股权衍生品、大宗商品衍生品、做市交易、跨境交易等。</p><p><img src=\"https://static.tigerbbs.com/c35cd2dac3004171044926b7426dc8e6\" tg-width=\"458\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：<a href=\"https://laohu8.com/S/002736\">国信证券</a>，中信证券各业务收入结构）</p><p>从公司过往的业务收入结构来看，公司业务越来越均衡。公司传统经纪业务占比逐年降低，而中介业务比列成为公司重要的业务增长点。</p><p>一般来说，资本中介业务具有客户广泛、产品丰富、利差稳定、风险可控的特征，是公司近年来重点培育的业务方向。科创板做市交易试点在即，公司增长获得资金保障。</p><p><b>有机构预测，公司配股主要用于发展资本中介业务，中介业务主要为场外衍生品业务及两融业务，均为风险相对中性且ROA较高的优质业务，配股对公司ROE将带来约0.8%的短期直接影响，但伴随配股募资投入经营后预计2023年公司ROE将升至12%。</b></p><p>这么一看，公司“一哥”的地位还是能保住。</p><p><i><b>04、</b></i><b>结语</b></p><p>大笔配股募资，最伤的还是股民，尽管今天已经大跌，也差不多抹掉差距，但最终除权价依旧高于收盘价，<b>短时间还有一定调整的空间。</b></p><p><b>但长远出发，“一哥”的基本面还是比较扎实，配股募来的大笔钱，毫无疑问将提升公司的资产质量与资产规模，进而打造航母级券商。</b></p><p>至于是不是，公司管理层有先见之明，对证券市场的某些判断，趁着这个时候还能搞钱的时候，多搞一点，就不得而知了。</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\" 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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\">\n280亿配股！证券“一哥”先把自己给整崩了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2022-01-15 08:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。</p><p>昨晚，券商“一哥”<a href=\"https://laohu8.com/S/600030\">中信证券</a>历时11个月的“要钱”计划正式落地，280亿的配股规模，超过<a href=\"https://laohu8.com/S/600999\">招商证券</a>2020年的127亿元配股，成为券商行业最大的一次配股融资。</p><p><b>配股向来都会对股价带来短期负面影响，对于持有的股民来说，“挨打”肯定是少不了，还得考虑是否参与配股。</b></p><p><img src=\"https://static.tigerbbs.com/9d857b3724e40eef11047ff3e34d8434\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：Choice，<a href=\"https://laohu8.com/S/06030\">中信证券</a>分时走势）</p><p>今日早盘，中信证券不出意外的跳空低开3%，而且一路走到黑，把整个证券板块一众“小弟”拖下水，要是说上证指数今日跑输创业板指数，肯定有中信证券的“功劳”。截至收盘，中信证券下跌5%，几乎收在最低位，证券板块下跌2.38%。</p><p>在多数老股民记忆里，中信证券都是行业内的老大哥，遥想2015年，中信证券不可一世，一度成为亚洲第一大，全球第四大券商巨头，而6年过去了，在国内竟被东财拉下马来。</p><p>中信证券市值在今年6月被<a href=\"https://laohu8.com/S/300059\">东方财富</a>超越，落到第二，尽管东方财富这些天有些回落，但市值依然超中信证券不少。</p><p>这次280亿的巨额配股，一哥能挽回自己的尊严吗？</p><p><i><b>01、</b></i><b>配股利好了谁？</b></p><p><b>对于中信证券自身来说，配股是当前比较合适的再融资方式。一方面可以直接从市场上获取大额融资，另一方面又不稀释控股股东的股权。</b></p><p>配股直接面向全体老股东，那么分担到每个投资者的资金压力就会小很多。另外，中信证券大股东股权占比本来就很低，直接配股不会稀释股权。从三季度看，大股东中信有限公司持有股权比例并不高，只占15.47%。</p><p>这次配资，中信证券本次配股募集大概280亿，其中，A股配股募230亿，H股配股募集50亿。</p><p>如果募集资金280亿元，那么相当于直接补充了280亿元现金净资产。公司2021年底净资产2091亿，配股完成后将超2370亿，较第二名海通差距将超700亿。</p><p>在券商行业，总资产无疑是最重要的考量方式，所以这次配股募资，将大幅提升中信证券的资产规模，从而进一步巩固在行业内的龙头地位。</p><p><b>不过，配股对于投资者来说，可能会带来短期负面影响。一方面，配股之后，股价被稀释，流通中股票就会增多。另一方面，如果不参与配股的话，配股价越低，那就等于要亏越多。</b></p><p>根据公告，配股按照每10股配售1.5股的比例向全体A股股东配售。配股价格为14.43元/股，比前一日收盘价26.36元低，相当打了55折发行。</p><p>如果你手里有100股中信证券，那么这次配股你有15股的优先认购权，当然，你也可以放弃这15股的认购权，也就是弃配。</p><p>对于还没有抛售持有的股民来说，如果不参与配股的话，就得承受6%的亏损，那问题来了，现在已经有一定跌幅了，中信证券还值得配吗？</p><p>短期来看，今日股价大跌5%，股价周一开盘再来个情绪啥，直接就跌到配股除权后的价格24.8元附近，按照收盘价25.03计算，也就不到1%的跌幅。也就是说，今天“挨打”了还没抛售，又不想交钱配股，最多也就是再损失1%。</p><p>至于后面是否看好，就得考验投资者信仰了。</p><p><i><b>02、</b></i><b>备受挑战</b></p><p><b>中信证券被“黑”的最惨的莫过于它的反向指标。</b></p><p>去年轰轰烈烈的大白马行情，中信证券在2月10日将<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>目标价定为3000元，而当天贵州茅台股价大涨5.9%，这也是贵州茅台股价见顶之前的最后一根阳线。</p><p>此后的故事大家也都知道了，茅台短短半年多大跌35%，股价最新1662元，市值蒸发1.1万。</p><p>去年7月，<a href=\"https://laohu8.com/S/300750\">宁德时代</a>开车狂飙，一路涨不停，中信证券7月30日发布研报称，维持宁德时代买入评级，2023年目标价为754元/股。相较于29日收盘价的556.8元相比，还要高出35%。不过，很不凑巧，宁王30日盘中创下历史新高，但单日收跌1.15%，并开启了回撤之路，且期间一度跌破470元。</p><p><b>看多目标不行，而看空目标好像又有影响力。</b></p><p><a href=\"https://laohu8.com/S/600927\">永安期货</a>2021年12月23日以17.97元的发行价上市，上市后连续6日涨停，至12月30日触及最高价41.69元，市值一度超600亿元。随后12月31日永安期货出现跌停调整，而中信证券2022年1月3日发布研报再踩永安期货一脚，称股价有35%下行空间。结果，“期茅”新年开盘再次闪崩。</p><p><img src=\"https://static.tigerbbs.com/5fccb088cf8458fdf5b2f6011ef62c62\" tg-width=\"553\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：Choice，永安期货分时走势）</p><p>不巧的是，今日永安期货盘中一度涨停，报收34.41，涨幅8.27%，看来距离中信证券的看空目标价22元，好像又远了不少。</p><p>宁德、茅台等无疑都是各赛道的非常优秀的公司，而永安期货估值也是不便宜的标的，只是中信证券给出的目标价的时候，有时运气就是有点背，导致短期失去了一些准头。</p><p><b>方向偏离目标价还不仅限于这些股民广为津津乐道的票，当然这背后固然也有宏观环境和市场炒作主线偏离等因素的剧烈变化有关，只是好巧不巧，偏偏“一哥”就遇上了。</b></p><p>除了方向指标被黑，公司市值近来一直落后于东方财富。50家券商，总市值4万亿。券商一哥东方财富3340亿，高出中信证券104亿。要知道的是，2015大牛市时，中信历史股价最高时，市值逼近4000亿，那时东财不足500亿，市值排名20名开外，前者是后者的8倍。</p><p><b>当然，同样的行业，持有东财和中信的心态却大相径庭。</b>东财2010年上市至今，累计涨幅32倍，同期中信上涨不到1倍。2021年东财上涨44%，中信证券还反而下跌9%。</p><p>没有对比就没有伤害，可以看出，持有中信证券的投资者表示很纳闷。</p><p><i><b>03、</b></i><b>瘦死骆驼比马大</b></p><p>虽然市值暂时落后，但老大哥<b>中信的基本面还是比较扎实的。</b></p><p>就在昨天发布配股公告的前一天，中信证券还向投资者秀了一下“肌肉”。公司发布2021年度业绩快报，其中营收765亿元，同比增长40.8%，归母净利润230亿元，同比增长54.2%，而价值投资者比较关注的ROE12.01%，同比提升3.58个百分点。</p><p><img src=\"https://static.tigerbbs.com/2780f5270ca95f901cd5683b4cb812fe\" tg-width=\"410\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：<a href=\"https://laohu8.com/S/300033\">同花顺</a>，中信证券业绩快报）</p><p>公司单单四季度收入大约有188亿元，同比增长超50%，归母净利润53亿，同比增长超1倍。这么一算，公司第四季度业绩大超预期。</p><p><b>超预期主要来自第四季度市场景气度上行、衍生品业务快速发展、投行业务、其他业务收入同比高增。</b></p><p>此外，中信证券多项指标还是位居前列，老大哥的位置不容易撼动。</p><p>2021年，中信证券IPO规模850亿，同比增长88%，位居行业第一；IPO家数68家，较去年增加27家，位居行业第一。再融资规模2539亿，同比增长40%，位居行业第一。债券承销15634亿，同比+20%，位居行业第一。资管业务三季度净收入依旧第一，增幅超过64%</p><p><img src=\"https://static.tigerbbs.com/c4069729236c1f8455fca314d212fcb6\" tg-width=\"408\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：中航证券，上市券商资管业务增速）</p><p>对于此次的大笔融资用途中，资本中介业务占据了绝大部分。在280亿元资金中，公司将使用不超190亿元用于资本中介业务。</p><p>中介业务一般有就是融资融券、股票质押、收益互换、股权衍生品、大宗商品衍生品、做市交易、跨境交易等。</p><p><img src=\"https://static.tigerbbs.com/c35cd2dac3004171044926b7426dc8e6\" tg-width=\"458\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p>（数据来源：<a href=\"https://laohu8.com/S/002736\">国信证券</a>，中信证券各业务收入结构）</p><p>从公司过往的业务收入结构来看，公司业务越来越均衡。公司传统经纪业务占比逐年降低，而中介业务比列成为公司重要的业务增长点。</p><p>一般来说，资本中介业务具有客户广泛、产品丰富、利差稳定、风险可控的特征，是公司近年来重点培育的业务方向。科创板做市交易试点在即，公司增长获得资金保障。</p><p><b>有机构预测，公司配股主要用于发展资本中介业务，中介业务主要为场外衍生品业务及两融业务，均为风险相对中性且ROA较高的优质业务，配股对公司ROE将带来约0.8%的短期直接影响，但伴随配股募资投入经营后预计2023年公司ROE将升至12%。</b></p><p>这么一看，公司“一哥”的地位还是能保住。</p><p><i><b>04、</b></i><b>结语</b></p><p>大笔配股募资，最伤的还是股民，尽管今天已经大跌，也差不多抹掉差距，但最终除权价依旧高于收盘价，<b>短时间还有一定调整的空间。</b></p><p><b>但长远出发，“一哥”的基本面还是比较扎实，配股募来的大笔钱，毫无疑问将提升公司的资产质量与资产规模，进而打造航母级券商。</b></p><p>至于是不是，公司管理层有先见之明，对证券市场的某些判断，趁着这个时候还能搞钱的时候，多搞一点，就不得而知了。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26ca889a3e1a80f90c55621f8f5d7c3a","relate_stocks":{"161027":"证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140376268","content_text":"有些公司你买入持有，每年还有分红送钱，可是有些公司你买入了，不但没钱送，反而还得向你要钱。昨晚，券商“一哥”中信证券历时11个月的“要钱”计划正式落地，280亿的配股规模，超过招商证券2020年的127亿元配股，成为券商行业最大的一次配股融资。配股向来都会对股价带来短期负面影响，对于持有的股民来说，“挨打”肯定是少不了，还得考虑是否参与配股。（数据来源：Choice，中信证券分时走势）今日早盘，中信证券不出意外的跳空低开3%，而且一路走到黑，把整个证券板块一众“小弟”拖下水，要是说上证指数今日跑输创业板指数，肯定有中信证券的“功劳”。截至收盘，中信证券下跌5%，几乎收在最低位，证券板块下跌2.38%。在多数老股民记忆里，中信证券都是行业内的老大哥，遥想2015年，中信证券不可一世，一度成为亚洲第一大，全球第四大券商巨头，而6年过去了，在国内竟被东财拉下马来。中信证券市值在今年6月被东方财富超越，落到第二，尽管东方财富这些天有些回落，但市值依然超中信证券不少。这次280亿的巨额配股，一哥能挽回自己的尊严吗？01、配股利好了谁？对于中信证券自身来说，配股是当前比较合适的再融资方式。一方面可以直接从市场上获取大额融资，另一方面又不稀释控股股东的股权。配股直接面向全体老股东，那么分担到每个投资者的资金压力就会小很多。另外，中信证券大股东股权占比本来就很低，直接配股不会稀释股权。从三季度看，大股东中信有限公司持有股权比例并不高，只占15.47%。这次配资，中信证券本次配股募集大概280亿，其中，A股配股募230亿，H股配股募集50亿。如果募集资金280亿元，那么相当于直接补充了280亿元现金净资产。公司2021年底净资产2091亿，配股完成后将超2370亿，较第二名海通差距将超700亿。在券商行业，总资产无疑是最重要的考量方式，所以这次配股募资，将大幅提升中信证券的资产规模，从而进一步巩固在行业内的龙头地位。不过，配股对于投资者来说，可能会带来短期负面影响。一方面，配股之后，股价被稀释，流通中股票就会增多。另一方面，如果不参与配股的话，配股价越低，那就等于要亏越多。根据公告，配股按照每10股配售1.5股的比例向全体A股股东配售。配股价格为14.43元/股，比前一日收盘价26.36元低，相当打了55折发行。如果你手里有100股中信证券，那么这次配股你有15股的优先认购权，当然，你也可以放弃这15股的认购权，也就是弃配。对于还没有抛售持有的股民来说，如果不参与配股的话，就得承受6%的亏损，那问题来了，现在已经有一定跌幅了，中信证券还值得配吗？短期来看，今日股价大跌5%，股价周一开盘再来个情绪啥，直接就跌到配股除权后的价格24.8元附近，按照收盘价25.03计算，也就不到1%的跌幅。也就是说，今天“挨打”了还没抛售，又不想交钱配股，最多也就是再损失1%。至于后面是否看好，就得考验投资者信仰了。02、备受挑战中信证券被“黑”的最惨的莫过于它的反向指标。去年轰轰烈烈的大白马行情，中信证券在2月10日将贵州茅台目标价定为3000元，而当天贵州茅台股价大涨5.9%，这也是贵州茅台股价见顶之前的最后一根阳线。此后的故事大家也都知道了，茅台短短半年多大跌35%，股价最新1662元，市值蒸发1.1万。去年7月，宁德时代开车狂飙，一路涨不停，中信证券7月30日发布研报称，维持宁德时代买入评级，2023年目标价为754元/股。相较于29日收盘价的556.8元相比，还要高出35%。不过，很不凑巧，宁王30日盘中创下历史新高，但单日收跌1.15%，并开启了回撤之路，且期间一度跌破470元。看多目标不行，而看空目标好像又有影响力。永安期货2021年12月23日以17.97元的发行价上市，上市后连续6日涨停，至12月30日触及最高价41.69元，市值一度超600亿元。随后12月31日永安期货出现跌停调整，而中信证券2022年1月3日发布研报再踩永安期货一脚，称股价有35%下行空间。结果，“期茅”新年开盘再次闪崩。（数据来源：Choice，永安期货分时走势）不巧的是，今日永安期货盘中一度涨停，报收34.41，涨幅8.27%，看来距离中信证券的看空目标价22元，好像又远了不少。宁德、茅台等无疑都是各赛道的非常优秀的公司，而永安期货估值也是不便宜的标的，只是中信证券给出的目标价的时候，有时运气就是有点背，导致短期失去了一些准头。方向偏离目标价还不仅限于这些股民广为津津乐道的票，当然这背后固然也有宏观环境和市场炒作主线偏离等因素的剧烈变化有关，只是好巧不巧，偏偏“一哥”就遇上了。除了方向指标被黑，公司市值近来一直落后于东方财富。50家券商，总市值4万亿。券商一哥东方财富3340亿，高出中信证券104亿。要知道的是，2015大牛市时，中信历史股价最高时，市值逼近4000亿，那时东财不足500亿，市值排名20名开外，前者是后者的8倍。当然，同样的行业，持有东财和中信的心态却大相径庭。东财2010年上市至今，累计涨幅32倍，同期中信上涨不到1倍。2021年东财上涨44%，中信证券还反而下跌9%。没有对比就没有伤害，可以看出，持有中信证券的投资者表示很纳闷。03、瘦死骆驼比马大虽然市值暂时落后，但老大哥中信的基本面还是比较扎实的。就在昨天发布配股公告的前一天，中信证券还向投资者秀了一下“肌肉”。公司发布2021年度业绩快报，其中营收765亿元，同比增长40.8%，归母净利润230亿元，同比增长54.2%，而价值投资者比较关注的ROE12.01%，同比提升3.58个百分点。（数据来源：同花顺，中信证券业绩快报）公司单单四季度收入大约有188亿元，同比增长超50%，归母净利润53亿，同比增长超1倍。这么一算，公司第四季度业绩大超预期。超预期主要来自第四季度市场景气度上行、衍生品业务快速发展、投行业务、其他业务收入同比高增。此外，中信证券多项指标还是位居前列，老大哥的位置不容易撼动。2021年，中信证券IPO规模850亿，同比增长88%，位居行业第一；IPO家数68家，较去年增加27家，位居行业第一。再融资规模2539亿，同比增长40%，位居行业第一。债券承销15634亿，同比+20%，位居行业第一。资管业务三季度净收入依旧第一，增幅超过64%（数据来源：中航证券，上市券商资管业务增速）对于此次的大笔融资用途中，资本中介业务占据了绝大部分。在280亿元资金中，公司将使用不超190亿元用于资本中介业务。中介业务一般有就是融资融券、股票质押、收益互换、股权衍生品、大宗商品衍生品、做市交易、跨境交易等。（数据来源：国信证券，中信证券各业务收入结构）从公司过往的业务收入结构来看，公司业务越来越均衡。公司传统经纪业务占比逐年降低，而中介业务比列成为公司重要的业务增长点。一般来说，资本中介业务具有客户广泛、产品丰富、利差稳定、风险可控的特征，是公司近年来重点培育的业务方向。科创板做市交易试点在即，公司增长获得资金保障。有机构预测，公司配股主要用于发展资本中介业务，中介业务主要为场外衍生品业务及两融业务，均为风险相对中性且ROA较高的优质业务，配股对公司ROE将带来约0.8%的短期直接影响，但伴随配股募资投入经营后预计2023年公司ROE将升至12%。这么一看，公司“一哥”的地位还是能保住。04、结语大笔配股募资，最伤的还是股民，尽管今天已经大跌，也差不多抹掉差距，但最终除权价依旧高于收盘价，短时间还有一定调整的空间。但长远出发，“一哥”的基本面还是比较扎实，配股募来的大笔钱，毫无疑问将提升公司的资产质量与资产规模，进而打造航母级券商。至于是不是，公司管理层有先见之明，对证券市场的某些判断，趁着这个时候还能搞钱的时候，多搞一点，就不得而知了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869856053,"gmtCreate":1632274387472,"gmtModify":1676530740593,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869856053","repostId":"1112620361","repostType":2,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":144413399,"gmtCreate":1626309781711,"gmtModify":1703757529059,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good can buy&nbsp;","listText":"Good can buy&nbsp;","text":"Good can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144413399","repostId":"1149769957","repostType":4,"repost":{"id":"1149769957","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":1626309162,"share":"https://ttm.financial/m/news/1149769957?lang=&edition=fundamental","pubTime":"2021-07-15 08:32","market":"hk","language":"zh","title":"环球新材国际一手中签率25%，认购30手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1149769957","media":"老虎资讯综合","summary":"7月15日，环球新材国际发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买","content":"<p>7月15日，<a href=\"https://laohu8.com/S/06616\">环球新材国际</a>发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买卖单位1000股；安信国际为独家保荐人，预期股份将于2021年7月16日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手1000股，一手中签率25%，认购30手稳中一手。</p>\n<p>乙组头为200万股（2000手），获配296000股（296手）。</p>\n<p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p>\n<p>根据国际发售初步提呈发售的发售股份已获轻微超额认购。国际发售中获认购股份总数为3.028亿股，相当于国际发售项下初步可供认购的发售股份总数约1.16倍。根据香港公开发售初步提呈发售的香港发售股份已获超额认购。接获合共46,247份有效申请，认购合共3.137亿股香港发售股份，相当于香港公开发售项下初步可供认购的香港发售股份总数约10.79倍。</p>\n<p>按每股发售股份3.25港元的发售价计算，并根据基石投资协议，基石投资者已按最终发售价认购2706.5万股发售股份，占全球发售项下初步可供认购发售股份总数约9.31%(任何超额配股权获行使前)及紧随全球发售完成后已发行股份约2.32%(任何超额配股权获行使前)。</p>\n<p>按每股发售股份3.25港元的发售价计算，并假设超额配股权未获行使，公司将自全球发售收取的所得款项净额估计约为8.79亿港元。倘超额配股权获悉数行使，按每股发售股份3.25港元的发售价计算，公司就因超额配股权获行使而发行的4360.1万股发售股份收取的额外所得款项净额将约为1.417亿港元。倘超额配股权获行使，公司将按比例应用所得款项净额。</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>环球新材国际一手中签率25%，认购30手稳中一手</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; }\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环球新材国际一手中签率25%，认购30手稳中一手\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\">2021-07-15 08:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月15日，<a href=\"https://laohu8.com/S/06616\">环球新材国际</a>发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买卖单位1000股；安信国际为独家保荐人，预期股份将于2021年7月16日于联交所主板挂牌上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/4b76e3a927dd2b5ff976fe7b4e2a799a\" tg-width=\"1059\" tg-height=\"824\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手1000股，一手中签率25%，认购30手稳中一手。</p>\n<p>乙组头为200万股（2000手），获配296000股（296手）。</p>\n<p><img src=\"https://static.tigerbbs.com/8a6cb8721b0face116cb998e57b2fec5\" tg-width=\"540\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e9a4a03e59eb9a81722356c3056fd911\" tg-width=\"552\" tg-height=\"740\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/dcc8c011d01e0cb585024ccef1c0f326\" tg-width=\"539\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p>\n<p>根据国际发售初步提呈发售的发售股份已获轻微超额认购。国际发售中获认购股份总数为3.028亿股，相当于国际发售项下初步可供认购的发售股份总数约1.16倍。根据香港公开发售初步提呈发售的香港发售股份已获超额认购。接获合共46,247份有效申请，认购合共3.137亿股香港发售股份，相当于香港公开发售项下初步可供认购的香港发售股份总数约10.79倍。</p>\n<p>按每股发售股份3.25港元的发售价计算，并根据基石投资协议，基石投资者已按最终发售价认购2706.5万股发售股份，占全球发售项下初步可供认购发售股份总数约9.31%(任何超额配股权获行使前)及紧随全球发售完成后已发行股份约2.32%(任何超额配股权获行使前)。</p>\n<p>按每股发售股份3.25港元的发售价计算，并假设超额配股权未获行使，公司将自全球发售收取的所得款项净额估计约为8.79亿港元。倘超额配股权获悉数行使，按每股发售股份3.25港元的发售价计算，公司就因超额配股权获行使而发行的4360.1万股发售股份收取的额外所得款项净额将约为1.417亿港元。倘超额配股权获行使，公司将按比例应用所得款项净额。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"06616":"环球新材国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149769957","content_text":"7月15日，环球新材国际发布公告，公司全球发售约2.907亿股股份，其中香港发售股份2906.8万股，国际发售股份约2.616亿股，另有15%超额配股权；发售价已厘定为每股发售股份3.25港元，每手买卖单位1000股；安信国际为独家保荐人，预期股份将于2021年7月16日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手1000股，一手中签率25%，认购30手稳中一手。\n乙组头为200万股（2000手），获配296000股（296手）。\n\n根据国际发售初步提呈发售的发售股份已获轻微超额认购。国际发售中获认购股份总数为3.028亿股，相当于国际发售项下初步可供认购的发售股份总数约1.16倍。根据香港公开发售初步提呈发售的香港发售股份已获超额认购。接获合共46,247份有效申请，认购合共3.137亿股香港发售股份，相当于香港公开发售项下初步可供认购的香港发售股份总数约10.79倍。\n按每股发售股份3.25港元的发售价计算，并根据基石投资协议，基石投资者已按最终发售价认购2706.5万股发售股份，占全球发售项下初步可供认购发售股份总数约9.31%(任何超额配股权获行使前)及紧随全球发售完成后已发行股份约2.32%(任何超额配股权获行使前)。\n按每股发售股份3.25港元的发售价计算，并假设超额配股权未获行使，公司将自全球发售收取的所得款项净额估计约为8.79亿港元。倘超额配股权获悉数行使，按每股发售股份3.25港元的发售价计算，公司就因超额配股权获行使而发行的4360.1万股发售股份收取的额外所得款项净额将约为1.417亿港元。倘超额配股权获行使，公司将按比例应用所得款项净额。","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034134978,"gmtCreate":1647824113780,"gmtModify":1676534268864,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034134978","repostId":"1109622169","repostType":4,"repost":{"id":"1109622169","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":1647819440,"share":"https://ttm.financial/m/news/1109622169?lang=&edition=fundamental","pubTime":"2022-03-21 07:37","market":"us","language":"zh","title":"本周前瞻 | 腾讯、小米、美团等财报扎堆来袭！","url":"https://stock-news.laohu8.com/highlight/detail?id=1109622169","media":"老虎资讯综合","summary":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政","content":"<html><head></head><body><p><b>摘要：</b></p><blockquote>财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。</blockquote><blockquote>事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。</blockquote><blockquote>财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。</blockquote><blockquote>新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。</blockquote><p><b>周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>周一，投资者需留意<b>中国截至3月21日当周一年期和五年期贷款市场报价利率</b>，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。</p><p><b>财报方面，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于美股盘前发布财报</b>；<a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a>、<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>将公布财报。</p><p><b>新股方面，<a href=\"https://laohu8.com/S/06639\">瑞尔集团</a>将公布中签结果及开启暗盘交易，周二正式挂牌上市。</b></p><blockquote>瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。</blockquote><p><b>周二(3月22日)关键词：美联储鲍威尔讲话，小米财报</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。</b></p><p>北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。</p><p>欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。</p><p><b>财报方面，<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>将发布财报。</b></p><p><b>周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>数据方面，关注美国至3月18日当周EIA原油库存。</b>美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。</p><p><b>事件方面，美联储主席鲍威尔出席国际清算银行创新大会</b>，讨论数字世界里央行面临的新挑战。</p><p><b>财报方面，关注<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、</b><a href=\"https://laohu8.com/S/06862\">海底捞</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/02359\">药明康德</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>财报</b></p><p><b>周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。</b></p><p>美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。</p><p>美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。</p><p><b>事件方面</b>，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。</p><p><b>财报方面，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>将于美股盘后发布财报，<a href=\"https://laohu8.com/S/09961\">携程集团-S</a>将发布财报。</b></p><p><b>周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>数据方面</b>，美国3月密歇根大学消费者信心指数将公布。</p><p><b>事件方面</b>，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。</p><p><b>财报方面，关注<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/00020\">商汤-W</a>、<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">康希诺生物-B</a><b>财报。</b></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>本周前瞻 | 腾讯、小米、美团等财报扎堆来袭！</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; 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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本周前瞻 | 腾讯、小米、美团等财报扎堆来袭！\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\">2022-03-21 07:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>摘要：</b></p><blockquote>财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。</blockquote><blockquote>事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。</blockquote><blockquote>财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。</blockquote><blockquote>新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。</blockquote><p><b>周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>周一，投资者需留意<b>中国截至3月21日当周一年期和五年期贷款市场报价利率</b>，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。</p><p><b>财报方面，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于美股盘前发布财报</b>；<a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a>、<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>将公布财报。</p><p><b>新股方面，<a href=\"https://laohu8.com/S/06639\">瑞尔集团</a>将公布中签结果及开启暗盘交易，周二正式挂牌上市。</b></p><blockquote>瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。</blockquote><p><b>周二(3月22日)关键词：美联储鲍威尔讲话，小米财报</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。</b></p><p>北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。</p><p>欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。</p><p><b>财报方面，<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>将发布财报。</b></p><p><b>周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>数据方面，关注美国至3月18日当周EIA原油库存。</b>美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。</p><p><b>事件方面，美联储主席鲍威尔出席国际清算银行创新大会</b>，讨论数字世界里央行面临的新挑战。</p><p><b>财报方面，关注<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、</b><a href=\"https://laohu8.com/S/06862\">海底捞</a>、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/02359\">药明康德</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>财报</b></p><p><b>周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。</b></p><p>美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。</p><p>美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。</p><p><b>事件方面</b>，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。</p><p><b>财报方面，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>将于美股盘后发布财报，<a href=\"https://laohu8.com/S/09961\">携程集团-S</a>将发布财报。</b></p><p><b>周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>数据方面</b>，美国3月密歇根大学消费者信心指数将公布。</p><p><b>事件方面</b>，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。</p><p><b>财报方面，关注<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/00020\">商汤-W</a>、<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">康希诺生物-B</a><b>财报。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".IXIC":"NASDAQ Composite","PDD":"拼多多","03690":"美团-W","09866":"蔚来-SW",".SPX":"S&P 500 Index","00700":"腾讯控股","NIO":"蔚来",".DJI":"道琼斯","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109622169","content_text":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签周一，投资者需留意中国截至3月21日当周一年期和五年期贷款市场报价利率，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。财报方面，拼多多将于美股盘前发布财报；歌礼制药-B、福莱特玻璃将公布财报。新股方面，瑞尔集团将公布中签结果及开启暗盘交易，周二正式挂牌上市。瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。周二(3月22日)关键词：美联储鲍威尔讲话，小米财报周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。财报方面，安踏体育、小米集团-W、腾讯音乐、耐克、虎牙将发布财报。周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动数据方面，关注美国至3月18日当周EIA原油库存。美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。事件方面，美联储主席鲍威尔出席国际清算银行创新大会，讨论数字世界里央行面临的新挑战。财报方面，关注腾讯控股、海底捞、吉利汽车、药明康德、Adobe财报周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。事件方面，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。财报方面，蔚来将于美股盘后发布财报，携程集团-S将发布财报。周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。数据方面，美国3月密歇根大学消费者信心指数将公布。事件方面，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。财报方面，关注美团-W、商汤-W、蔚来-SW、康希诺生物-B财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869856053,"gmtCreate":1632274387472,"gmtModify":1676530740593,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869856053","repostId":"1112620361","repostType":2,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830000861,"gmtCreate":1628991124753,"gmtModify":1676529904349,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830000861","repostId":"1100243251","repostType":4,"repost":{"id":"1100243251","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":1628935539,"share":"https://ttm.financial/m/news/1100243251?lang=&edition=fundamental","pubTime":"2021-08-14 18:05","market":"hk","language":"zh","title":"传小红书开始新一轮融资，估值超100亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100243251","media":"老虎资讯综合","summary":"小红书此前已经完成六轮融资，最新一轮融资在今年上半年。","content":"<p>据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。</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>传小红书开始新一轮融资，估值超100亿美元</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传小红书开始新一轮融资，估值超100亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-14 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cec2264fc35e6e89a4846187d3ab20a4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100243251","content_text":"据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801258934,"gmtCreate":1627520072428,"gmtModify":1703491500919,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801258934","repostId":"1106831355","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030749678,"gmtCreate":1645833310192,"gmtModify":1676534067894,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030749678","repostId":"1156241029","repostType":4,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096797505,"gmtCreate":1644457571718,"gmtModify":1676533929170,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096797505","repostId":"1130668023","repostType":2,"repost":{"id":"1130668023","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":1644451115,"share":"https://ttm.financial/m/news/1130668023?lang=&edition=fundamental","pubTime":"2022-02-10 07:58","market":"sh","language":"zh","title":"昨夜今晨 | 无惧CPI来袭！美股继续大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1130668023","media":"老虎资讯综合","summary":"摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。海外市场1、欧美股市集体收涨！科技","content":"<html><head></head><body><blockquote>摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。</blockquote><p>海外市场</p><p>1、欧美股市集体收涨！科技股强势纳指涨超2%</p><p>美股三大指数集体收涨。美债抛售潮暂歇，周二逼近2%的10年期美债收益率暂别两年多来高位，这缓解了科技股的部分压力，令近几周因担心货币政策收紧而遭受重创的市场得以喘息。</p><p>截至收盘，道指收涨0.86%，纳指涨2.08%，标普500指数涨1.45%。</p><p>美股大型科技股多数上涨，Meta的股价上涨5.4%，创下2021年4月29日以来最大单日涨幅，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和奈飞涨超2%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet上涨了1.6%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨0.83%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收涨近1.1%，只有<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>微跌0.14%。</p><p>2、热门中概股周三收盘普涨 新能源汽车股、教育股大涨</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨近22%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超13%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超6%，<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>、携程涨近4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEST\">百世集团</a>涨超2%。</p><p>教育股中，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超12%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超4%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近3%；新能源汽车股中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超9%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近4%。</p><p>3、欧股集体收涨 主要股指均涨超1%</p><p>德国DAX30指数涨1.59%，法国CAC40指数涨1.46%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.12%，西班牙IBEX35指数涨1.96%，意大利富时MIB指数涨2.66%，欧洲斯托克50指数涨1.82%。</p><p>4、周三黄金期货收高0.5% 创两周来最高收盘价</p><p>随着美元和美国国债收益率回落提振了避险金属的吸引力，金价连续第四个交易日录得涨幅。</p><p>Libertas财富管理集团总裁Adam Koos表示，美元显然与通胀有长期和短期的联系，其波动可以解释金属价格的波动。他指出投资者正在等待周四将公布的美国消费者物价指数（CPI）报告。</p><p>纽约商品交易所4月交割的黄金期货价格上涨8.70美元，涨幅0.5%，收于每盎司1836.60美元，创1月26日以来的最高收盘价。</p><p>5、美国WTI原油期货周三收高0.3%</p><p>CMC Markets UK首席市场分析师Michael Hewson表示，美国和伊朗恢复间接谈判可能“导致近期原油价格疲软”，但两国“距离任何可能带来新的原油供应的协议还有很长的路要走。”</p><p>纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格上涨30美分，涨幅0.3%，收于每桶89.66美元，盘中最高达到每桶90.58美元。周二WTI原油期货收跌2.2%。</p><p>6、央行决策者试图打消激进的加息押注 多国债券纷纷上扬</p><p>意大利10年期国债收益率结束了连续第七天走高的态势，同期限德债收益率一度下跌5个基点，势将结束有记录以来最长连涨。</p><p>法国央行行长Francois Villeroy de Galhau表示，投资者们认为欧洲央行出现鹰派转向，他们可能反应过度了。</p><p>英国央行首席经济学家Huw Pill呼吁货币政策措施要有理有度，对于采取异常激进的举措来收紧措施表达了担忧，此后英国2年期国债--对于政策变化最为敏感的债券--守住了涨势。</p><p>收益率下跌3个基点，至1.30%，从周二触及的逾10年高点回落。</p><p>7、伦铝进一步逼近历史高位 伦铜突破1万美元关口</p><p>工业金属全线上涨，伦铝保持连日涨势，进一步逼近2008年所创的历史高位，但涨势稍逊伦铜，伦铜涨近3%、四周来首度突破1万美元关口。</p><p>得到美元和美债收益率回落支持的黄金期货连涨四日，创三周新高。</p><p>国际宏观</p><p>1、美联储Mester：支持用比上次周期更快的速度加息</p><p>克利夫兰联储行长Loretta Mester表示，预计以更快的速度加息将是合适之举，因为跟2015年相比，通胀率显著上升而且劳动力市场偏紧得多。</p><p>“通胀仍面临上行风险，”但美联储的加息次数和速度将“取决于经济形势发展，”Mester在欧洲经济金融中心主办的视频研讨会上发表事先准备好的演讲称。她重申支持3月加息。</p><p>2、美联储Bostic：今年可能加息三次以上 但要看经济如何反应</p><p>美国亚特兰大联储主席Raphael Bostic周三表示，他预计今年将加息三到四次，但强调美联储并未锁定具体计划。</p><p>Bostic的加息观点不如市场预期的激进。“在加息方面，我现在预计今年有三次，”他说。“我有点倾向于四次，但在我们在今年上半年迈出政策第一步时，还要看看经济会如何反应。”</p><p>3、重磅通胀数据呼之欲出 或透露美联储是否可能加息50个基点的线索</p><p>在美联储3月会议前出炉的最重要的数据之一，将是周四发布的1月消费者价格指数（CPI）。美联储主席杰罗姆·鲍威尔已经暗示3月会议将启动加息。</p><p>1月CPI预计同比上涨7.2%，将是1982年以来最大涨幅。这可能会促使美联储考虑自2000年以来首次加息50个基点，而不是加25个基点的惯例做法。</p><p>4、美国国会议员称就2022年支出法案达成了框架协议</p><p>美国国会关键的共和党人和民主党人朝着为联邦政府提供全年资金的方向迈出了重要一步。</p><p>他们就一个广泛的框架达成协议，从而使其可以在未来几周补充细节，进而通过规模可能达到1.5万亿美元的一揽子财政支出计划。</p><p>5、不仅仅是美联储高官，美国国会议员买卖股票禁令有望在年内表决</p><p>还记得去年一连串美联储高官“炒股”风波后美联储针对“自己人”禁止买卖个股和债券的交易新规么？可能在不久的将来，美国国会议员及亲属炒股或将同样成为禁令。</p><p>据CNBC周三消息称，随着众议院议长佩洛西的态度转变以及参议院多数派领袖舒默对禁令表达支持后，有关禁止美国议员及亲属炒股的议案有望出现实质性进展。</p><p>6、美联储量化紧缩“早期”阶段银行准备金最高或下降5000亿美元</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>指出，随着美联储开始量化紧缩，流动性回笼可能首先体现在允许银行减少超额准备金，准备金下降的速度料快于美联储隔夜逆回购工具使用量降速。</p><p>Mark Cabana和Katie Craig在2月9日的报告中写道，这个过程已经开始，在量化紧缩的早期，银行准备金可能会减少2500-5000亿美元。</p><p>7、美国二手车价格再创新高，但供应链最紧张时期可能已经过去</p><p>美国最大汽车<a href=\"https://laohu8.com/S/300959\">线上线下</a>（O2O）交易平台Cox Automotive旗下的曼海姆二手车价值指数（Manheim Used Vehicle Value Index）早今年1月较去年12月基本持平，环比仅上涨0.04%。</p><p>这一指数追踪美国汽车经销商购买待售二手车的批发价格，以及经销商购买的二手车类型和行驶里程。分析称，最新数据发出了一个重磅信号，即过去一年激增的美国二手车价格正趋于平稳。</p><p>8、英国央行首席经济学家暗示央行不会很快抛售英债</p><p>英国央行首席经济学家Huw Pill浇灭了市场对一旦利率达到1%，央行将很快开始抛售英国国债的预期。</p><p>Pill在周三对Society of Professional Economists发表讲话称：“1%的利率不是触发点。只是一个考虑的因素。”</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1104459137\" target=\"_blank\">ARM最可能在纳斯达克上市：将对伦敦造成重大打击</a></p><p>分析人士称，这将对英国政府和<a href=\"https://laohu8.com/S/LSE.UK\">伦敦证券交易所</a>造成重大打击。</p><p>昨日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NVIDIA）和软银集团联合宣布，双方已决定终止之前达成的收购ARM交易。交易被取消后，软银计划在2023年3月之前让ARM上市。而软银CEO孙正义今日表示，ARM可能在美国纳斯达克上市，而非英国本土。</p><p>孙正义说：“关于ARM上市地点，美国是我们正在考虑的市场，最有可能的是纳斯达克。但无论在哪里，美国都是我们期待的ARM上市地。”</p><p>2、<a href=\"https://ttm.financial/NW/2210552817\" target=\"_blank\">本月内第三次！特斯拉又召回了26681辆汽车</a></p><p>特斯拉表示，目前还没有发现与此次召回有关的任何伤亡或事故，但NHTSA表示，在某些情况下，特斯拉汽车可能会降低挡风玻璃的可见度，将会增加车辆发生碰撞的风险。</p><p>留给投资者的选择并不多。首先，投资者应该关注召回数据，这是理所当然的。除此之外，投资者还应该更好地了解车辆的整体质量。从长远来看，质量好坏足以改变市场份额和股价。所幸对车辆质量的追踪并不是无计可施。</p><p>3、<a href=\"https://ttm.financial/NW/2210155121\" target=\"_blank\">三星发布Galaxy S22系列新品，25日将在全球上市</a></p><p>Galaxy S22系列依旧是三款机型，分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计，S22 Ultra采用6.8英寸曲面屏，采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品，沿袭Note系列设计。</p><p>4、<a href=\"https://ttm.financial/NW/2210055927\" target=\"_blank\">英特尔CEO：预计芯片供应紧张情况会持续2023年全年</a></p><p>英特尔（INTC.O）首席执行官Pat Gelsinger表示，公司预计芯片供应至少到2023年末都将保持紧张，2025-2030年供应形势才会有所好转，届时英特尔和其他制造商的晶圆工厂产量将增加，满足不断增长的需求和向技术的更新换代。</p><p>5、<a href=\"https://ttm.financial/NW/2210639695\" target=\"_blank\">百年迪士尼营收同比增长34%，盘后股价飙升8%</a></p><p>财报显示，受到迪斯尼主题公园和度假区业务的提振，迪士尼第一财季营收为218.2亿美元，高于分析师预期的209.1亿美元。其流媒体服务Disney+订阅用户数新增近1200万用户至1.298亿，同样高于分析师预期1.2575亿。</p><p>6、<a href=\"https://laohu8.com/NW/2210563013\" target=\"_blank\">优步Q4财报超预期，盘后股价涨逾5%</a></p><p>美东时间2月9日（周三）美股盘后，<a href=\"https://laohu8.com/S/UBER\">优步</a>公布2021年第四季度及全年业绩。财报显示，优步Q4营收57.78亿美元，较上年同期31.65亿美元同比增长83%，市场预期53.57亿美元；归属于公司净利润8.92亿美元，上年同期亏损9.68亿美元，市场预期亏损6.82亿美元；摊薄每股收益为0.44美元，上年同期亏损为0.54美元，市场预期亏损0.36美元。</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 | 无惧CPI来袭！美股继续大爆发</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昨夜今晨 | 无惧CPI来袭！美股继续大爆发\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\">2022-02-10 07:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。</blockquote><p>海外市场</p><p>1、欧美股市集体收涨！科技股强势纳指涨超2%</p><p>美股三大指数集体收涨。美债抛售潮暂歇，周二逼近2%的10年期美债收益率暂别两年多来高位，这缓解了科技股的部分压力，令近几周因担心货币政策收紧而遭受重创的市场得以喘息。</p><p>截至收盘，道指收涨0.86%，纳指涨2.08%，标普500指数涨1.45%。</p><p>美股大型科技股多数上涨，Meta的股价上涨5.4%，创下2021年4月29日以来最大单日涨幅，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和奈飞涨超2%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet上涨了1.6%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨0.83%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>收涨近1.1%，只有<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>微跌0.14%。</p><p>2、热门中概股周三收盘普涨 新能源汽车股、教育股大涨</p><p><a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨近22%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超13%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超6%，<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>涨超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>、携程涨近4%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEST\">百世集团</a>涨超2%。</p><p>教育股中，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超12%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超4%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨近3%；新能源汽车股中，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超9%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨超5%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨近4%。</p><p>3、欧股集体收涨 主要股指均涨超1%</p><p>德国DAX30指数涨1.59%，法国CAC40指数涨1.46%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数涨1.12%，西班牙IBEX35指数涨1.96%，意大利富时MIB指数涨2.66%，欧洲斯托克50指数涨1.82%。</p><p>4、周三黄金期货收高0.5% 创两周来最高收盘价</p><p>随着美元和美国国债收益率回落提振了避险金属的吸引力，金价连续第四个交易日录得涨幅。</p><p>Libertas财富管理集团总裁Adam Koos表示，美元显然与通胀有长期和短期的联系，其波动可以解释金属价格的波动。他指出投资者正在等待周四将公布的美国消费者物价指数（CPI）报告。</p><p>纽约商品交易所4月交割的黄金期货价格上涨8.70美元，涨幅0.5%，收于每盎司1836.60美元，创1月26日以来的最高收盘价。</p><p>5、美国WTI原油期货周三收高0.3%</p><p>CMC Markets UK首席市场分析师Michael Hewson表示，美国和伊朗恢复间接谈判可能“导致近期原油价格疲软”，但两国“距离任何可能带来新的原油供应的协议还有很长的路要走。”</p><p>纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格上涨30美分，涨幅0.3%，收于每桶89.66美元，盘中最高达到每桶90.58美元。周二WTI原油期货收跌2.2%。</p><p>6、央行决策者试图打消激进的加息押注 多国债券纷纷上扬</p><p>意大利10年期国债收益率结束了连续第七天走高的态势，同期限德债收益率一度下跌5个基点，势将结束有记录以来最长连涨。</p><p>法国央行行长Francois Villeroy de Galhau表示，投资者们认为欧洲央行出现鹰派转向，他们可能反应过度了。</p><p>英国央行首席经济学家Huw Pill呼吁货币政策措施要有理有度，对于采取异常激进的举措来收紧措施表达了担忧，此后英国2年期国债--对于政策变化最为敏感的债券--守住了涨势。</p><p>收益率下跌3个基点，至1.30%，从周二触及的逾10年高点回落。</p><p>7、伦铝进一步逼近历史高位 伦铜突破1万美元关口</p><p>工业金属全线上涨，伦铝保持连日涨势，进一步逼近2008年所创的历史高位，但涨势稍逊伦铜，伦铜涨近3%、四周来首度突破1万美元关口。</p><p>得到美元和美债收益率回落支持的黄金期货连涨四日，创三周新高。</p><p>国际宏观</p><p>1、美联储Mester：支持用比上次周期更快的速度加息</p><p>克利夫兰联储行长Loretta Mester表示，预计以更快的速度加息将是合适之举，因为跟2015年相比，通胀率显著上升而且劳动力市场偏紧得多。</p><p>“通胀仍面临上行风险，”但美联储的加息次数和速度将“取决于经济形势发展，”Mester在欧洲经济金融中心主办的视频研讨会上发表事先准备好的演讲称。她重申支持3月加息。</p><p>2、美联储Bostic：今年可能加息三次以上 但要看经济如何反应</p><p>美国亚特兰大联储主席Raphael Bostic周三表示，他预计今年将加息三到四次，但强调美联储并未锁定具体计划。</p><p>Bostic的加息观点不如市场预期的激进。“在加息方面，我现在预计今年有三次，”他说。“我有点倾向于四次，但在我们在今年上半年迈出政策第一步时，还要看看经济会如何反应。”</p><p>3、重磅通胀数据呼之欲出 或透露美联储是否可能加息50个基点的线索</p><p>在美联储3月会议前出炉的最重要的数据之一，将是周四发布的1月消费者价格指数（CPI）。美联储主席杰罗姆·鲍威尔已经暗示3月会议将启动加息。</p><p>1月CPI预计同比上涨7.2%，将是1982年以来最大涨幅。这可能会促使美联储考虑自2000年以来首次加息50个基点，而不是加25个基点的惯例做法。</p><p>4、美国国会议员称就2022年支出法案达成了框架协议</p><p>美国国会关键的共和党人和民主党人朝着为联邦政府提供全年资金的方向迈出了重要一步。</p><p>他们就一个广泛的框架达成协议，从而使其可以在未来几周补充细节，进而通过规模可能达到1.5万亿美元的一揽子财政支出计划。</p><p>5、不仅仅是美联储高官，美国国会议员买卖股票禁令有望在年内表决</p><p>还记得去年一连串美联储高官“炒股”风波后美联储针对“自己人”禁止买卖个股和债券的交易新规么？可能在不久的将来，美国国会议员及亲属炒股或将同样成为禁令。</p><p>据CNBC周三消息称，随着众议院议长佩洛西的态度转变以及参议院多数派领袖舒默对禁令表达支持后，有关禁止美国议员及亲属炒股的议案有望出现实质性进展。</p><p>6、美联储量化紧缩“早期”阶段银行准备金最高或下降5000亿美元</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>指出，随着美联储开始量化紧缩，流动性回笼可能首先体现在允许银行减少超额准备金，准备金下降的速度料快于美联储隔夜逆回购工具使用量降速。</p><p>Mark Cabana和Katie Craig在2月9日的报告中写道，这个过程已经开始，在量化紧缩的早期，银行准备金可能会减少2500-5000亿美元。</p><p>7、美国二手车价格再创新高，但供应链最紧张时期可能已经过去</p><p>美国最大汽车<a href=\"https://laohu8.com/S/300959\">线上线下</a>（O2O）交易平台Cox Automotive旗下的曼海姆二手车价值指数（Manheim Used Vehicle Value Index）早今年1月较去年12月基本持平，环比仅上涨0.04%。</p><p>这一指数追踪美国汽车经销商购买待售二手车的批发价格，以及经销商购买的二手车类型和行驶里程。分析称，最新数据发出了一个重磅信号，即过去一年激增的美国二手车价格正趋于平稳。</p><p>8、英国央行首席经济学家暗示央行不会很快抛售英债</p><p>英国央行首席经济学家Huw Pill浇灭了市场对一旦利率达到1%，央行将很快开始抛售英国国债的预期。</p><p>Pill在周三对Society of Professional Economists发表讲话称：“1%的利率不是触发点。只是一个考虑的因素。”</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1104459137\" target=\"_blank\">ARM最可能在纳斯达克上市：将对伦敦造成重大打击</a></p><p>分析人士称，这将对英国政府和<a href=\"https://laohu8.com/S/LSE.UK\">伦敦证券交易所</a>造成重大打击。</p><p>昨日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NVIDIA）和软银集团联合宣布，双方已决定终止之前达成的收购ARM交易。交易被取消后，软银计划在2023年3月之前让ARM上市。而软银CEO孙正义今日表示，ARM可能在美国纳斯达克上市，而非英国本土。</p><p>孙正义说：“关于ARM上市地点，美国是我们正在考虑的市场，最有可能的是纳斯达克。但无论在哪里，美国都是我们期待的ARM上市地。”</p><p>2、<a href=\"https://ttm.financial/NW/2210552817\" target=\"_blank\">本月内第三次！特斯拉又召回了26681辆汽车</a></p><p>特斯拉表示，目前还没有发现与此次召回有关的任何伤亡或事故，但NHTSA表示，在某些情况下，特斯拉汽车可能会降低挡风玻璃的可见度，将会增加车辆发生碰撞的风险。</p><p>留给投资者的选择并不多。首先，投资者应该关注召回数据，这是理所当然的。除此之外，投资者还应该更好地了解车辆的整体质量。从长远来看，质量好坏足以改变市场份额和股价。所幸对车辆质量的追踪并不是无计可施。</p><p>3、<a href=\"https://ttm.financial/NW/2210155121\" target=\"_blank\">三星发布Galaxy S22系列新品，25日将在全球上市</a></p><p>Galaxy S22系列依旧是三款机型，分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计，S22 Ultra采用6.8英寸曲面屏，采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品，沿袭Note系列设计。</p><p>4、<a href=\"https://ttm.financial/NW/2210055927\" target=\"_blank\">英特尔CEO：预计芯片供应紧张情况会持续2023年全年</a></p><p>英特尔（INTC.O）首席执行官Pat Gelsinger表示，公司预计芯片供应至少到2023年末都将保持紧张，2025-2030年供应形势才会有所好转，届时英特尔和其他制造商的晶圆工厂产量将增加，满足不断增长的需求和向技术的更新换代。</p><p>5、<a href=\"https://ttm.financial/NW/2210639695\" target=\"_blank\">百年迪士尼营收同比增长34%，盘后股价飙升8%</a></p><p>财报显示，受到迪斯尼主题公园和度假区业务的提振，迪士尼第一财季营收为218.2亿美元，高于分析师预期的209.1亿美元。其流媒体服务Disney+订阅用户数新增近1200万用户至1.298亿，同样高于分析师预期1.2575亿。</p><p>6、<a href=\"https://laohu8.com/NW/2210563013\" target=\"_blank\">优步Q4财报超预期，盘后股价涨逾5%</a></p><p>美东时间2月9日（周三）美股盘后，<a href=\"https://laohu8.com/S/UBER\">优步</a>公布2021年第四季度及全年业绩。财报显示，优步Q4营收57.78亿美元，较上年同期31.65亿美元同比增长83%，市场预期53.57亿美元；归属于公司净利润8.92亿美元，上年同期亏损9.68亿美元，市场预期亏损6.82亿美元；摊薄每股收益为0.44美元，上年同期亏损为0.54美元，市场预期亏损0.36美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130668023","content_text":"摘要：①欧美股市集体收涨，纳指涨2.08%，中概股普涨；②黄金创两周来最高收盘价；③伦铝进一步逼近历史高位；④美通胀数据呼之欲出，或成美联储是否加息50个基点的线索。海外市场1、欧美股市集体收涨！科技股强势纳指涨超2%美股三大指数集体收涨。美债抛售潮暂歇，周二逼近2%的10年期美债收益率暂别两年多来高位，这缓解了科技股的部分压力，令近几周因担心货币政策收紧而遭受重创的市场得以喘息。截至收盘，道指收涨0.86%，纳指涨2.08%，标普500指数涨1.45%。美股大型科技股多数上涨，Meta的股价上涨5.4%，创下2021年4月29日以来最大单日涨幅，微软和奈飞涨超2%，谷歌母公司Alphabet上涨了1.6%，苹果上涨0.83%，特斯拉收涨近1.1%，只有亚马逊微跌0.14%。2、热门中概股周三收盘普涨 新能源汽车股、教育股大涨叮咚买菜涨近22%，爱奇艺涨超13%，哔哩哔哩涨超6%，搜狐、网易涨超4%，京东、携程涨近4%，百度、百世集团涨超2%。教育股中，高途涨超12%，新东方涨超4%，好未来涨近3%；新能源汽车股中，小鹏汽车涨超9%，蔚来汽车涨超5%，理想汽车涨近4%。3、欧股集体收涨 主要股指均涨超1%德国DAX30指数涨1.59%，法国CAC40指数涨1.46%，英国富时100指数涨1.12%，西班牙IBEX35指数涨1.96%，意大利富时MIB指数涨2.66%，欧洲斯托克50指数涨1.82%。4、周三黄金期货收高0.5% 创两周来最高收盘价随着美元和美国国债收益率回落提振了避险金属的吸引力，金价连续第四个交易日录得涨幅。Libertas财富管理集团总裁Adam Koos表示，美元显然与通胀有长期和短期的联系，其波动可以解释金属价格的波动。他指出投资者正在等待周四将公布的美国消费者物价指数（CPI）报告。纽约商品交易所4月交割的黄金期货价格上涨8.70美元，涨幅0.5%，收于每盎司1836.60美元，创1月26日以来的最高收盘价。5、美国WTI原油期货周三收高0.3%CMC Markets UK首席市场分析师Michael Hewson表示，美国和伊朗恢复间接谈判可能“导致近期原油价格疲软”，但两国“距离任何可能带来新的原油供应的协议还有很长的路要走。”纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格上涨30美分，涨幅0.3%，收于每桶89.66美元，盘中最高达到每桶90.58美元。周二WTI原油期货收跌2.2%。6、央行决策者试图打消激进的加息押注 多国债券纷纷上扬意大利10年期国债收益率结束了连续第七天走高的态势，同期限德债收益率一度下跌5个基点，势将结束有记录以来最长连涨。法国央行行长Francois Villeroy de Galhau表示，投资者们认为欧洲央行出现鹰派转向，他们可能反应过度了。英国央行首席经济学家Huw Pill呼吁货币政策措施要有理有度，对于采取异常激进的举措来收紧措施表达了担忧，此后英国2年期国债--对于政策变化最为敏感的债券--守住了涨势。收益率下跌3个基点，至1.30%，从周二触及的逾10年高点回落。7、伦铝进一步逼近历史高位 伦铜突破1万美元关口工业金属全线上涨，伦铝保持连日涨势，进一步逼近2008年所创的历史高位，但涨势稍逊伦铜，伦铜涨近3%、四周来首度突破1万美元关口。得到美元和美债收益率回落支持的黄金期货连涨四日，创三周新高。国际宏观1、美联储Mester：支持用比上次周期更快的速度加息克利夫兰联储行长Loretta Mester表示，预计以更快的速度加息将是合适之举，因为跟2015年相比，通胀率显著上升而且劳动力市场偏紧得多。“通胀仍面临上行风险，”但美联储的加息次数和速度将“取决于经济形势发展，”Mester在欧洲经济金融中心主办的视频研讨会上发表事先准备好的演讲称。她重申支持3月加息。2、美联储Bostic：今年可能加息三次以上 但要看经济如何反应美国亚特兰大联储主席Raphael Bostic周三表示，他预计今年将加息三到四次，但强调美联储并未锁定具体计划。Bostic的加息观点不如市场预期的激进。“在加息方面，我现在预计今年有三次，”他说。“我有点倾向于四次，但在我们在今年上半年迈出政策第一步时，还要看看经济会如何反应。”3、重磅通胀数据呼之欲出 或透露美联储是否可能加息50个基点的线索在美联储3月会议前出炉的最重要的数据之一，将是周四发布的1月消费者价格指数（CPI）。美联储主席杰罗姆·鲍威尔已经暗示3月会议将启动加息。1月CPI预计同比上涨7.2%，将是1982年以来最大涨幅。这可能会促使美联储考虑自2000年以来首次加息50个基点，而不是加25个基点的惯例做法。4、美国国会议员称就2022年支出法案达成了框架协议美国国会关键的共和党人和民主党人朝着为联邦政府提供全年资金的方向迈出了重要一步。他们就一个广泛的框架达成协议，从而使其可以在未来几周补充细节，进而通过规模可能达到1.5万亿美元的一揽子财政支出计划。5、不仅仅是美联储高官，美国国会议员买卖股票禁令有望在年内表决还记得去年一连串美联储高官“炒股”风波后美联储针对“自己人”禁止买卖个股和债券的交易新规么？可能在不久的将来，美国国会议员及亲属炒股或将同样成为禁令。据CNBC周三消息称，随着众议院议长佩洛西的态度转变以及参议院多数派领袖舒默对禁令表达支持后，有关禁止美国议员及亲属炒股的议案有望出现实质性进展。6、美联储量化紧缩“早期”阶段银行准备金最高或下降5000亿美元美国银行指出，随着美联储开始量化紧缩，流动性回笼可能首先体现在允许银行减少超额准备金，准备金下降的速度料快于美联储隔夜逆回购工具使用量降速。Mark Cabana和Katie Craig在2月9日的报告中写道，这个过程已经开始，在量化紧缩的早期，银行准备金可能会减少2500-5000亿美元。7、美国二手车价格再创新高，但供应链最紧张时期可能已经过去美国最大汽车线上线下（O2O）交易平台Cox Automotive旗下的曼海姆二手车价值指数（Manheim Used Vehicle Value Index）早今年1月较去年12月基本持平，环比仅上涨0.04%。这一指数追踪美国汽车经销商购买待售二手车的批发价格，以及经销商购买的二手车类型和行驶里程。分析称，最新数据发出了一个重磅信号，即过去一年激增的美国二手车价格正趋于平稳。8、英国央行首席经济学家暗示央行不会很快抛售英债英国央行首席经济学家Huw Pill浇灭了市场对一旦利率达到1%，央行将很快开始抛售英国国债的预期。Pill在周三对Society of Professional Economists发表讲话称：“1%的利率不是触发点。只是一个考虑的因素。”公司新闻1、ARM最可能在纳斯达克上市：将对伦敦造成重大打击分析人士称，这将对英国政府和伦敦证券交易所造成重大打击。昨日，英伟达（NVIDIA）和软银集团联合宣布，双方已决定终止之前达成的收购ARM交易。交易被取消后，软银计划在2023年3月之前让ARM上市。而软银CEO孙正义今日表示，ARM可能在美国纳斯达克上市，而非英国本土。孙正义说：“关于ARM上市地点，美国是我们正在考虑的市场，最有可能的是纳斯达克。但无论在哪里，美国都是我们期待的ARM上市地。”2、本月内第三次！特斯拉又召回了26681辆汽车特斯拉表示，目前还没有发现与此次召回有关的任何伤亡或事故，但NHTSA表示，在某些情况下，特斯拉汽车可能会降低挡风玻璃的可见度，将会增加车辆发生碰撞的风险。留给投资者的选择并不多。首先，投资者应该关注召回数据，这是理所当然的。除此之外，投资者还应该更好地了解车辆的整体质量。从长远来看，质量好坏足以改变市场份额和股价。所幸对车辆质量的追踪并不是无计可施。3、三星发布Galaxy S22系列新品，25日将在全球上市Galaxy S22系列依旧是三款机型，分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计，S22 Ultra采用6.8英寸曲面屏，采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品，沿袭Note系列设计。4、英特尔CEO：预计芯片供应紧张情况会持续2023年全年英特尔（INTC.O）首席执行官Pat Gelsinger表示，公司预计芯片供应至少到2023年末都将保持紧张，2025-2030年供应形势才会有所好转，届时英特尔和其他制造商的晶圆工厂产量将增加，满足不断增长的需求和向技术的更新换代。5、百年迪士尼营收同比增长34%，盘后股价飙升8%财报显示，受到迪斯尼主题公园和度假区业务的提振，迪士尼第一财季营收为218.2亿美元，高于分析师预期的209.1亿美元。其流媒体服务Disney+订阅用户数新增近1200万用户至1.298亿，同样高于分析师预期1.2575亿。6、优步Q4财报超预期，盘后股价涨逾5%美东时间2月9日（周三）美股盘后，优步公布2021年第四季度及全年业绩。财报显示，优步Q4营收57.78亿美元，较上年同期31.65亿美元同比增长83%，市场预期53.57亿美元；归属于公司净利润8.92亿美元，上年同期亏损9.68亿美元，市场预期亏损6.82亿美元；摊薄每股收益为0.44美元，上年同期亏损为0.54美元，市场预期亏损0.36美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096614647,"gmtCreate":1644372549599,"gmtModify":1676533918500,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096614647","repostId":"1187099489","repostType":4,"repost":{"id":"1187099489","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":1644364427,"share":"https://ttm.financial/m/news/1187099489?lang=&edition=fundamental","pubTime":"2022-02-09 07:53","market":"hk","language":"zh","title":"昨夜今晨 | 美股多头大爆发！中概强势反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1187099489","media":"老虎资讯综合","summary":"摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，高盛已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料","content":"<html><head></head><body><blockquote>摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，<a href=\"https://laohu8.com/S/GS\">高盛</a>已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料创纪录高位。</blockquote><p>海外市场</p><p>1、美股周二全线收高！纳指涨超1%</p><p>美股三大指数集体收涨，投资者消化了又一批企业财报的影响，并等待本周晚些时候公布关键的通胀数据。</p><p>道指收涨1.06%，纳指收涨1.28%，标普500指数收涨0.84%。</p><p>大型科技股多数上涨，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>上涨0.14%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>上涨0.36%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>上涨1.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨1.85%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>上涨2.2%；Meta收跌2.1%，连跌四日、四日累跌逾31%。</p><p>有色金属、钢铁板块大幅领涨，<a href=\"https://laohu8.com/S/CENX\">世纪铝业</a>涨近12%，<a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨9.7%，<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨4.5%。</p><p>2、热门中概股周二收盘普涨 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨近13% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%</p><p>热门中概股周二收盘普涨，电商股、新能源汽车股、部分教育股走高，拼多多、哔哩哔哩等涨幅居前。</p><p>拼多多涨近13%哔哩哔哩涨超7%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/UXIN\">优信</a>、<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨近7%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TOUR\">途牛</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、涨超3%。</p><p>新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近1%。</p><p>3、欧股主要指数涨跌互现，德国DAX30指数涨0.26%</p><p>德国DAX30指数周二收涨0.26%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.11%，法国CAC40指数涨0.27%，欧洲斯托克50指数涨0.23%。</p><p>4、黄金期货周三收高0.3% 创3周来最高收盘价</p><p>BullionVault研究主管Adrian Ash表示：“目前唯一真正确信的交易似乎是押注美联储更快地加息。”</p><p>纽约商品交易所4月交割的黄金期货价格上涨6.10美元，涨幅为0.3%，收于每盎司1827.90美元，为1月26日以来的最高收盘价。周一黄金期货价格上涨0.8%，创1月19日以来的最大单日百分比涨幅。</p><p>5、周二美油收跌2.2% 创近一周来最低收盘价</p><p>纽约商品交易所3月交割的西德克萨斯中质原油(WTI)下跌1.96美元，跌幅为2.2%，收于每桶89.36美元，创2月2日以来的最低收盘价。</p><p>旨在恢复2015年核协议的伊朗核谈判谈判于周二在维也纳恢复。作为谈判的间接参与者，美国于2018年在特朗普总统的领导下退出了该协议，延长了对伊朗的制裁，阻止其大规模出口原油。伊朗的回应是增加其浓缩铀的数量，这违反了协议和纯度。</p><p>6、伦铝飙升至2008年以来最高水平 高盛已将目标价上调至4000美元</p><p>铝价在周二达到了2008年以来的最高水平，受投资者对供应紧张和库存下降的担忧推动。伦敦金属交易所(LME)指标期铝盘中一度上涨3.3%，触及每吨3236美元。</p><p>WisdomTree分析师Nitesh Shah表示：“在北京奥运会前夕，为了改善空气质量，铝产量大幅减少，”他预测，从长期来看，不断上升的需求将推高价格。</p><p>高盛分析师在一份报告中称：“铝市场今年正面临着融涨行情，原因是中国和中国以外地区的铝库存同时出现短缺。”</p><p>国际宏观</p><p>1、美国1月份提价和提薪小企业占比达纪录高位 通胀仍是头等关切</p><p>美国全国独立企业联合会(NFIB)周二公布的数据显示，净61%的企业主称1月上调了平均售价，为1986年开始编纂该数据以来最高纪录。通胀仍是小企业最关切的事，提及此事的受访者占比为1981年以来最高。</p><p>“更多小企业主在新的一年开始提价，以转嫁上升的库存、供应和劳动力成本，”NFIB首席经济学家Bill Dunkelberg在声明中称。“为吸引合格员工填补职缺，加薪企业主比例也达到前所未见的水平。”</p><p>2、美国上调2023年原油产量预测 料创纪录高位</p><p>能源信息管理局(EIA)在短期能源展望月报中表示，2023年石油平均日供应量将达到1，260万桶，高于先前预估的1，241万桶。当前纪录高位是2019年触及的每日1，230万桶。对今年的预估从1，180万桶上修至1，197万桶。</p><p>美国供应增加是美国总统拜登所乐见的，他频频要求供应商增产以帮助平抑油价，遏制通胀。在油价飙升至2014年以来最高水平后，美国最大石油公司中的两家宣布将把二叠纪盆地产量提高两位数。</p><p>3、欧盟公布《芯片法案》：投资490亿美元推动芯片制造</p><p>这是一项多年期、大规模的投资计划， 旨在让欧洲成为全球芯片制造行业的领跑者。</p><p>欧盟委员会主席乌苏拉·冯德莱恩(Ursula Von Der Leyen)对此表示，欧盟当前过于依赖海外供应商，还没有制造最先进的芯片。而芯片是全球技术竞赛的核心，当然也是我们现代经济的基石。</p><p>4、世卫组织报告：超九成受调查国家和地区医疗服务受疫情干扰</p><p>世卫组织表示，根据这项在去年11月至12月进行的调查，新冠疫情给多国基本医疗服务带来严重影响，2021年年底的情况与2021年年初相比“几乎没有任何改善”。</p><p>5、俄罗斯政府已批准数字货币流通监管立法理念</p><p>俄政府相关部门将对加密数字货币在该国的市场流通进行严格监管，并将进一步保护普通投资者的权利，俄财政部和央行将会在2月18日前制定相关法案。这意味着，俄罗斯不会全面禁止数字货币在该国的使用、兑换和流通。</p><p>6、把执政期间文件带回海湖庄园，特朗普涉嫌违法</p><p>报道称，特朗普有撕毁文件的习惯，此举将面临违反《总统记录法》的风险。根据法律要求，美国总统需要保存与总统公务有关的备忘录、信件、便条、电子邮件、传真和其他书面通信。美国国家档案和记录管理局证实，部分文件已被撕毁，白宫文件管理人员“用胶带”粘补好了一些文件。</p><p>7、伊核谈判重启，美称“协议在望”</p><p>美国国务院一名发言人7日说，解决伊核谈判各方核心关切的协议已经“在望”。</p><p>不过，如果无法在今后数周敲定协议，而伊朗继续推进其核活动，则美方不可能恢复履行伊朗核问题全面协议。</p><p>8、欧洲央行张罗气候压力测试 银行业担心趁机提高资本要求</p><p>欧洲央行在公开声明中明确表示，这些测试让银行业和监管机构有机会了解极端天气和更严格气候法规对银行业的影响。</p><p>欧洲央行不会公布各家银行的测试结果，并表示会谨慎作出任何资本方面的结论。但它也明确表示，气候变化最终将会与其他风险等同视之。</p><p>Jefferies Financial Group Inc．分析师Joseph Dickerson表示，如果不打算未来某个时候拿出某种校准银行资本的方法，监管机构是不会在这方面浪费时间的。</p><p>9、压力之下 英国首相约翰逊宣布改组政府内阁</p><p>在此前“派对门”等一系列事件的影响下，英国首相鲍里斯·约翰逊面临着党内外的较大压力，不得不改组政府内阁以回应民众及党内外的诉求。</p><p>据了解，迄今为止，已经有多名党内议员向保守党普通国会议员委员会致信要求对约翰逊发起不信任投票，如果该类信件到达一定数量，针对保守党领袖约翰逊的不信任投票将必须进行。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2210389755\" target=\"_blank\">Meta市值跌破6000亿美元降至美国第八 被英伟达赶超</a></p><p>Meta股价周二下跌2.1%，收于220.18美元。该股今年迄今累跌35%，目前处于2020年7月以来的最低水平。</p><p>不久前，Meta与苹果、微软、亚马逊和Alphabet一起跻身美国市值最高的五家公司之列。然而，Meta目前已经跌至第八位，低于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司和英伟达。</p><p>2、<a href=\"https://laohu8.com/NW/2210582927\" target=\"_blank\">苹果宣布推出Tap to Pay功能：允许商家通过iPhone接受付款</a></p><p>苹果公司今日宣布，将在iPhone上推出“Tap to Pay”(点击支付)功能，允许全美数百万商家只需轻触iPhone，即可使用iPhone无缝、安全地接受Apple Pay、非接触式信用卡和借记卡、以及其他数字钱包付款，而无需额外的硬件或支付终端。</p><p>3、<a href=\"https://laohu8.com/NW/2210584043\" target=\"_blank\">报道称强生已暂停生产新冠疫苗</a></p><p>媒体援引知情人士的话报道称，强生公司在去年年底悄悄关闭了唯一一家生产可用批次新冠疫苗的工厂。</p><p>报道称，生产停顿是暂时性的，这家位于荷兰莱顿市的工厂预计将在几个月后再次开始生产疫苗。由于库存增加，目前尚不清楚暂停是否对疫苗供应产生影响。</p><p>4、<a href=\"https://laohu8.com/NW/2210538571\" target=\"_blank\">“元宇宙公司”Meta澄清：公司绝对没有威胁要离开欧洲市场</a></p><p>昨天，外媒报道Meta公司在提交给美国证券交易委员会的年度报告中称，欧洲数据法妨碍了该公司在美国服务器上对欧洲用户的数据进行管理，如果不采用新框架并且公司不再被允许使用当前的协议，将关闭其在欧洲的服务。此行为被解读其“威胁”离开欧洲市场。</p><p>5、<a href=\"https://laohu8.com/NW/2209585241\" target=\"_blank\">英伟达放弃收购案后 软银计划将Arm上市</a></p><p>在英伟达面临监管机构和客户的强烈反对而放弃收购芯片设计公司Arm的提案之后，软银集团表示计划让Arm进行首次公开募股(IPO)。</p><p>这家日本公司表示，目标是在2023年3月结束的财年于美国进行IPO。此外，在Simon Segars卸任之后，Arm总裁Rene Haas将替代他接任首席执行官一职。</p><p>6、<a href=\"https://laohu8.com/NW/2210584669\" target=\"_blank\">辉瑞今年新冠疫苗及口服药营收预估低于华尔街预期</a></p><p>辉瑞公司所预测的2022年销售额和利润低于华尔街预期，该公司的新冠疫苗和最近批准的口服药物预期收入令投资者失望。</p><p>据周二的一份声明，这家总部位于纽约的制药商预计2022年调整后每股收益为6.35至6.55美元，分析师的估计为6.65美元。辉瑞表示，营收将达到1020亿美元，而分析师平均估计为1060亿美元。</p><p>7、<a href=\"https://laohu8.com/NW/2210582483\" target=\"_blank\">官宣炒掉CEO、裁员2800人之后，Peloton的股价起飞了</a></p><p>健身器材与媒体公司派乐腾 (Peloton)周二发布公告称，公司将更换首席执行官(CEO)并裁员约2800人，以重振低迷的业绩，并赢回投资者的信心。美股盘中，派乐腾股价飙升逾30%。</p><p>8、<a href=\"https://laohu8.com/NW/2210533540\" target=\"_blank\">Lyft Q4营收同比增长70%，净亏损同比收窄</a></p><p>财报显示，Lyft Q4营收9.70亿美元，上年同期为5.70亿美元，同比增长70%;净亏损2.59亿美元，上年同期净亏损4.58亿美元;净亏损率为26.7%，上年同期为80.4%。调整后净利润为3210万美元，上年同期净亏损1.85亿美元。调整后EBITDA为7470万美元，上年同期为亏损1.50亿美元;调整后EBITDA利润率为7.7%，上年同期亏损率26.3%。四季度活跃乘客数同比增加49.2%至1872.8万，上年同期为1255.2万，活跃乘客的收益同比增加14.1%至51.79美元，上年同期为45.40美元。截至2021年12月31日，Lyft拥有23亿美元的非限制性现金、现金等价物和短期投资。</p><p>9、<a href=\"https://laohu8.com/NW/2210404533\" target=\"_blank\">Peloton Q2营收同比增6%，净亏损为4.39亿美元</a></p><p>美东时间2月8日（周二)美股盘后，Peloton 2022财年第二季度营收为11.34亿美元，同比增长6%;净亏损为4.39亿美元，上年同期录得净利润6360万美元;摊薄后每股亏损为1.39美元，上年同期录得每股收益0.18美元。毛利润2.80亿美元，上年同期为4.25亿美元;毛利率为24.7%。经调整的息税折旧摊销前利润(EBITDA)为-2.67亿美元，上年同期为1.17亿美元。</p><p>10、<a href=\"https://laohu8.com/NW/2210336625\" target=\"_blank\">网络安全公司Mandiant Inc.大涨近18% 传微软拟对其进行收购</a></p><p>据知情人士透露，<a href=\"https://laohu8.com/S/MSFT\">微软</a>正在就收购网络安全研究和事件响应公司<a href=\"https://laohu8.com/S/MNDT\">Mandiant</a> Inc.(MNDT.US)进行谈判，这笔交易将加强微软保护客户免受黑客攻击和入侵的努力。截至周二美股收盘，Mandiant涨17.86%，报17.75美元。</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 | 美股多头大爆发！中概强势反弹</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 | 美股多头大爆发！中概强势反弹\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\">2022-02-09 07:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，<a href=\"https://laohu8.com/S/GS\">高盛</a>已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料创纪录高位。</blockquote><p>海外市场</p><p>1、美股周二全线收高！纳指涨超1%</p><p>美股三大指数集体收涨，投资者消化了又一批企业财报的影响，并等待本周晚些时候公布关键的通胀数据。</p><p>道指收涨1.06%，纳指收涨1.28%，标普500指数收涨0.84%。</p><p>大型科技股多数上涨，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>上涨0.14%，<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>上涨0.36%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>上涨1.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>上涨1.85%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>上涨2.2%；Meta收跌2.1%，连跌四日、四日累跌逾31%。</p><p>有色金属、钢铁板块大幅领涨，<a href=\"https://laohu8.com/S/CENX\">世纪铝业</a>涨近12%，<a href=\"https://laohu8.com/S/AA\">美国铝业</a>涨9.7%，<a href=\"https://laohu8.com/S/X\">美国钢铁</a>涨4.5%。</p><p>2、热门中概股周二收盘普涨 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨近13% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超7%</p><p>热门中概股周二收盘普涨，电商股、新能源汽车股、部分教育股走高，拼多多、哔哩哔哩等涨幅居前。</p><p>拼多多涨近13%哔哩哔哩涨超7%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/UXIN\">优信</a>、<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>涨近7%，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/TOUR\">途牛</a>、<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、涨超3%。</p><p>新能源汽车股中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨近3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨近1%。</p><p>3、欧股主要指数涨跌互现，德国DAX30指数涨0.26%</p><p>德国DAX30指数周二收涨0.26%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.11%，法国CAC40指数涨0.27%，欧洲斯托克50指数涨0.23%。</p><p>4、黄金期货周三收高0.3% 创3周来最高收盘价</p><p>BullionVault研究主管Adrian Ash表示：“目前唯一真正确信的交易似乎是押注美联储更快地加息。”</p><p>纽约商品交易所4月交割的黄金期货价格上涨6.10美元，涨幅为0.3%，收于每盎司1827.90美元，为1月26日以来的最高收盘价。周一黄金期货价格上涨0.8%，创1月19日以来的最大单日百分比涨幅。</p><p>5、周二美油收跌2.2% 创近一周来最低收盘价</p><p>纽约商品交易所3月交割的西德克萨斯中质原油(WTI)下跌1.96美元，跌幅为2.2%，收于每桶89.36美元，创2月2日以来的最低收盘价。</p><p>旨在恢复2015年核协议的伊朗核谈判谈判于周二在维也纳恢复。作为谈判的间接参与者，美国于2018年在特朗普总统的领导下退出了该协议，延长了对伊朗的制裁，阻止其大规模出口原油。伊朗的回应是增加其浓缩铀的数量，这违反了协议和纯度。</p><p>6、伦铝飙升至2008年以来最高水平 高盛已将目标价上调至4000美元</p><p>铝价在周二达到了2008年以来的最高水平，受投资者对供应紧张和库存下降的担忧推动。伦敦金属交易所(LME)指标期铝盘中一度上涨3.3%，触及每吨3236美元。</p><p>WisdomTree分析师Nitesh Shah表示：“在北京奥运会前夕，为了改善空气质量，铝产量大幅减少，”他预测，从长期来看，不断上升的需求将推高价格。</p><p>高盛分析师在一份报告中称：“铝市场今年正面临着融涨行情，原因是中国和中国以外地区的铝库存同时出现短缺。”</p><p>国际宏观</p><p>1、美国1月份提价和提薪小企业占比达纪录高位 通胀仍是头等关切</p><p>美国全国独立企业联合会(NFIB)周二公布的数据显示，净61%的企业主称1月上调了平均售价，为1986年开始编纂该数据以来最高纪录。通胀仍是小企业最关切的事，提及此事的受访者占比为1981年以来最高。</p><p>“更多小企业主在新的一年开始提价，以转嫁上升的库存、供应和劳动力成本，”NFIB首席经济学家Bill Dunkelberg在声明中称。“为吸引合格员工填补职缺，加薪企业主比例也达到前所未见的水平。”</p><p>2、美国上调2023年原油产量预测 料创纪录高位</p><p>能源信息管理局(EIA)在短期能源展望月报中表示，2023年石油平均日供应量将达到1，260万桶，高于先前预估的1，241万桶。当前纪录高位是2019年触及的每日1，230万桶。对今年的预估从1，180万桶上修至1，197万桶。</p><p>美国供应增加是美国总统拜登所乐见的，他频频要求供应商增产以帮助平抑油价，遏制通胀。在油价飙升至2014年以来最高水平后，美国最大石油公司中的两家宣布将把二叠纪盆地产量提高两位数。</p><p>3、欧盟公布《芯片法案》：投资490亿美元推动芯片制造</p><p>这是一项多年期、大规模的投资计划， 旨在让欧洲成为全球芯片制造行业的领跑者。</p><p>欧盟委员会主席乌苏拉·冯德莱恩(Ursula Von Der Leyen)对此表示，欧盟当前过于依赖海外供应商，还没有制造最先进的芯片。而芯片是全球技术竞赛的核心，当然也是我们现代经济的基石。</p><p>4、世卫组织报告：超九成受调查国家和地区医疗服务受疫情干扰</p><p>世卫组织表示，根据这项在去年11月至12月进行的调查，新冠疫情给多国基本医疗服务带来严重影响，2021年年底的情况与2021年年初相比“几乎没有任何改善”。</p><p>5、俄罗斯政府已批准数字货币流通监管立法理念</p><p>俄政府相关部门将对加密数字货币在该国的市场流通进行严格监管，并将进一步保护普通投资者的权利，俄财政部和央行将会在2月18日前制定相关法案。这意味着，俄罗斯不会全面禁止数字货币在该国的使用、兑换和流通。</p><p>6、把执政期间文件带回海湖庄园，特朗普涉嫌违法</p><p>报道称，特朗普有撕毁文件的习惯，此举将面临违反《总统记录法》的风险。根据法律要求，美国总统需要保存与总统公务有关的备忘录、信件、便条、电子邮件、传真和其他书面通信。美国国家档案和记录管理局证实，部分文件已被撕毁，白宫文件管理人员“用胶带”粘补好了一些文件。</p><p>7、伊核谈判重启，美称“协议在望”</p><p>美国国务院一名发言人7日说，解决伊核谈判各方核心关切的协议已经“在望”。</p><p>不过，如果无法在今后数周敲定协议，而伊朗继续推进其核活动，则美方不可能恢复履行伊朗核问题全面协议。</p><p>8、欧洲央行张罗气候压力测试 银行业担心趁机提高资本要求</p><p>欧洲央行在公开声明中明确表示，这些测试让银行业和监管机构有机会了解极端天气和更严格气候法规对银行业的影响。</p><p>欧洲央行不会公布各家银行的测试结果，并表示会谨慎作出任何资本方面的结论。但它也明确表示，气候变化最终将会与其他风险等同视之。</p><p>Jefferies Financial Group Inc．分析师Joseph Dickerson表示，如果不打算未来某个时候拿出某种校准银行资本的方法，监管机构是不会在这方面浪费时间的。</p><p>9、压力之下 英国首相约翰逊宣布改组政府内阁</p><p>在此前“派对门”等一系列事件的影响下，英国首相鲍里斯·约翰逊面临着党内外的较大压力，不得不改组政府内阁以回应民众及党内外的诉求。</p><p>据了解，迄今为止，已经有多名党内议员向保守党普通国会议员委员会致信要求对约翰逊发起不信任投票，如果该类信件到达一定数量，针对保守党领袖约翰逊的不信任投票将必须进行。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2210389755\" target=\"_blank\">Meta市值跌破6000亿美元降至美国第八 被英伟达赶超</a></p><p>Meta股价周二下跌2.1%，收于220.18美元。该股今年迄今累跌35%，目前处于2020年7月以来的最低水平。</p><p>不久前，Meta与苹果、微软、亚马逊和Alphabet一起跻身美国市值最高的五家公司之列。然而，Meta目前已经跌至第八位，低于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司和英伟达。</p><p>2、<a href=\"https://laohu8.com/NW/2210582927\" target=\"_blank\">苹果宣布推出Tap to Pay功能：允许商家通过iPhone接受付款</a></p><p>苹果公司今日宣布，将在iPhone上推出“Tap to Pay”(点击支付)功能，允许全美数百万商家只需轻触iPhone，即可使用iPhone无缝、安全地接受Apple Pay、非接触式信用卡和借记卡、以及其他数字钱包付款，而无需额外的硬件或支付终端。</p><p>3、<a href=\"https://laohu8.com/NW/2210584043\" target=\"_blank\">报道称强生已暂停生产新冠疫苗</a></p><p>媒体援引知情人士的话报道称，强生公司在去年年底悄悄关闭了唯一一家生产可用批次新冠疫苗的工厂。</p><p>报道称，生产停顿是暂时性的，这家位于荷兰莱顿市的工厂预计将在几个月后再次开始生产疫苗。由于库存增加，目前尚不清楚暂停是否对疫苗供应产生影响。</p><p>4、<a href=\"https://laohu8.com/NW/2210538571\" target=\"_blank\">“元宇宙公司”Meta澄清：公司绝对没有威胁要离开欧洲市场</a></p><p>昨天，外媒报道Meta公司在提交给美国证券交易委员会的年度报告中称，欧洲数据法妨碍了该公司在美国服务器上对欧洲用户的数据进行管理，如果不采用新框架并且公司不再被允许使用当前的协议，将关闭其在欧洲的服务。此行为被解读其“威胁”离开欧洲市场。</p><p>5、<a href=\"https://laohu8.com/NW/2209585241\" target=\"_blank\">英伟达放弃收购案后 软银计划将Arm上市</a></p><p>在英伟达面临监管机构和客户的强烈反对而放弃收购芯片设计公司Arm的提案之后，软银集团表示计划让Arm进行首次公开募股(IPO)。</p><p>这家日本公司表示，目标是在2023年3月结束的财年于美国进行IPO。此外，在Simon Segars卸任之后，Arm总裁Rene Haas将替代他接任首席执行官一职。</p><p>6、<a href=\"https://laohu8.com/NW/2210584669\" target=\"_blank\">辉瑞今年新冠疫苗及口服药营收预估低于华尔街预期</a></p><p>辉瑞公司所预测的2022年销售额和利润低于华尔街预期，该公司的新冠疫苗和最近批准的口服药物预期收入令投资者失望。</p><p>据周二的一份声明，这家总部位于纽约的制药商预计2022年调整后每股收益为6.35至6.55美元，分析师的估计为6.65美元。辉瑞表示，营收将达到1020亿美元，而分析师平均估计为1060亿美元。</p><p>7、<a href=\"https://laohu8.com/NW/2210582483\" target=\"_blank\">官宣炒掉CEO、裁员2800人之后，Peloton的股价起飞了</a></p><p>健身器材与媒体公司派乐腾 (Peloton)周二发布公告称，公司将更换首席执行官(CEO)并裁员约2800人，以重振低迷的业绩，并赢回投资者的信心。美股盘中，派乐腾股价飙升逾30%。</p><p>8、<a href=\"https://laohu8.com/NW/2210533540\" target=\"_blank\">Lyft Q4营收同比增长70%，净亏损同比收窄</a></p><p>财报显示，Lyft Q4营收9.70亿美元，上年同期为5.70亿美元，同比增长70%;净亏损2.59亿美元，上年同期净亏损4.58亿美元;净亏损率为26.7%，上年同期为80.4%。调整后净利润为3210万美元，上年同期净亏损1.85亿美元。调整后EBITDA为7470万美元，上年同期为亏损1.50亿美元;调整后EBITDA利润率为7.7%，上年同期亏损率26.3%。四季度活跃乘客数同比增加49.2%至1872.8万，上年同期为1255.2万，活跃乘客的收益同比增加14.1%至51.79美元，上年同期为45.40美元。截至2021年12月31日，Lyft拥有23亿美元的非限制性现金、现金等价物和短期投资。</p><p>9、<a href=\"https://laohu8.com/NW/2210404533\" target=\"_blank\">Peloton Q2营收同比增6%，净亏损为4.39亿美元</a></p><p>美东时间2月8日（周二)美股盘后，Peloton 2022财年第二季度营收为11.34亿美元，同比增长6%;净亏损为4.39亿美元，上年同期录得净利润6360万美元;摊薄后每股亏损为1.39美元，上年同期录得每股收益0.18美元。毛利润2.80亿美元，上年同期为4.25亿美元;毛利率为24.7%。经调整的息税折旧摊销前利润(EBITDA)为-2.67亿美元，上年同期为1.17亿美元。</p><p>10、<a href=\"https://laohu8.com/NW/2210336625\" target=\"_blank\">网络安全公司Mandiant Inc.大涨近18% 传微软拟对其进行收购</a></p><p>据知情人士透露，<a href=\"https://laohu8.com/S/MSFT\">微软</a>正在就收购网络安全研究和事件响应公司<a href=\"https://laohu8.com/S/MNDT\">Mandiant</a> Inc.(MNDT.US)进行谈判，这笔交易将加强微软保护客户免受黑客攻击和入侵的努力。截至周二美股收盘，Mandiant涨17.86%，报17.75美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187099489","content_text":"摘要：①美股全线收高，纳指涨1.28%，中概股普涨；②伦铝飙升至2008年以来最高水平，高盛已将目标价上调至4000美元；③美油收跌2.2%，创近一周来最低收盘价；④美国上调2023年原油产量预测，料创纪录高位。海外市场1、美股周二全线收高！纳指涨超1%美股三大指数集体收涨，投资者消化了又一批企业财报的影响，并等待本周晚些时候公布关键的通胀数据。道指收涨1.06%，纳指收涨1.28%，标普500指数收涨0.84%。大型科技股多数上涨，谷歌上涨0.14%，奈飞上涨0.36%，微软上涨1.2%，苹果上涨1.85%，亚马逊上涨2.2%；Meta收跌2.1%，连跌四日、四日累跌逾31%。有色金属、钢铁板块大幅领涨，世纪铝业涨近12%，美国铝业涨9.7%，美国钢铁涨4.5%。2、热门中概股周二收盘普涨 拼多多涨近13% 哔哩哔哩涨超7%热门中概股周二收盘普涨，电商股、新能源汽车股、部分教育股走高，拼多多、哔哩哔哩等涨幅居前。拼多多涨近13%哔哩哔哩涨超7%，好未来、优信、叮咚买菜涨近7%，京东、新东方、途牛、汽车之家、腾讯音乐、涨超3%。新能源汽车股中，蔚来汽车涨近3%，理想汽车涨超1%，小鹏汽车涨近1%。3、欧股主要指数涨跌互现，德国DAX30指数涨0.26%德国DAX30指数周二收涨0.26%，英国富时100指数跌0.11%，法国CAC40指数涨0.27%，欧洲斯托克50指数涨0.23%。4、黄金期货周三收高0.3% 创3周来最高收盘价BullionVault研究主管Adrian Ash表示：“目前唯一真正确信的交易似乎是押注美联储更快地加息。”纽约商品交易所4月交割的黄金期货价格上涨6.10美元，涨幅为0.3%，收于每盎司1827.90美元，为1月26日以来的最高收盘价。周一黄金期货价格上涨0.8%，创1月19日以来的最大单日百分比涨幅。5、周二美油收跌2.2% 创近一周来最低收盘价纽约商品交易所3月交割的西德克萨斯中质原油(WTI)下跌1.96美元，跌幅为2.2%，收于每桶89.36美元，创2月2日以来的最低收盘价。旨在恢复2015年核协议的伊朗核谈判谈判于周二在维也纳恢复。作为谈判的间接参与者，美国于2018年在特朗普总统的领导下退出了该协议，延长了对伊朗的制裁，阻止其大规模出口原油。伊朗的回应是增加其浓缩铀的数量，这违反了协议和纯度。6、伦铝飙升至2008年以来最高水平 高盛已将目标价上调至4000美元铝价在周二达到了2008年以来的最高水平，受投资者对供应紧张和库存下降的担忧推动。伦敦金属交易所(LME)指标期铝盘中一度上涨3.3%，触及每吨3236美元。WisdomTree分析师Nitesh Shah表示：“在北京奥运会前夕，为了改善空气质量，铝产量大幅减少，”他预测，从长期来看，不断上升的需求将推高价格。高盛分析师在一份报告中称：“铝市场今年正面临着融涨行情，原因是中国和中国以外地区的铝库存同时出现短缺。”国际宏观1、美国1月份提价和提薪小企业占比达纪录高位 通胀仍是头等关切美国全国独立企业联合会(NFIB)周二公布的数据显示，净61%的企业主称1月上调了平均售价，为1986年开始编纂该数据以来最高纪录。通胀仍是小企业最关切的事，提及此事的受访者占比为1981年以来最高。“更多小企业主在新的一年开始提价，以转嫁上升的库存、供应和劳动力成本，”NFIB首席经济学家Bill Dunkelberg在声明中称。“为吸引合格员工填补职缺，加薪企业主比例也达到前所未见的水平。”2、美国上调2023年原油产量预测 料创纪录高位能源信息管理局(EIA)在短期能源展望月报中表示，2023年石油平均日供应量将达到1，260万桶，高于先前预估的1，241万桶。当前纪录高位是2019年触及的每日1，230万桶。对今年的预估从1，180万桶上修至1，197万桶。美国供应增加是美国总统拜登所乐见的，他频频要求供应商增产以帮助平抑油价，遏制通胀。在油价飙升至2014年以来最高水平后，美国最大石油公司中的两家宣布将把二叠纪盆地产量提高两位数。3、欧盟公布《芯片法案》：投资490亿美元推动芯片制造这是一项多年期、大规模的投资计划， 旨在让欧洲成为全球芯片制造行业的领跑者。欧盟委员会主席乌苏拉·冯德莱恩(Ursula Von Der Leyen)对此表示，欧盟当前过于依赖海外供应商，还没有制造最先进的芯片。而芯片是全球技术竞赛的核心，当然也是我们现代经济的基石。4、世卫组织报告：超九成受调查国家和地区医疗服务受疫情干扰世卫组织表示，根据这项在去年11月至12月进行的调查，新冠疫情给多国基本医疗服务带来严重影响，2021年年底的情况与2021年年初相比“几乎没有任何改善”。5、俄罗斯政府已批准数字货币流通监管立法理念俄政府相关部门将对加密数字货币在该国的市场流通进行严格监管，并将进一步保护普通投资者的权利，俄财政部和央行将会在2月18日前制定相关法案。这意味着，俄罗斯不会全面禁止数字货币在该国的使用、兑换和流通。6、把执政期间文件带回海湖庄园，特朗普涉嫌违法报道称，特朗普有撕毁文件的习惯，此举将面临违反《总统记录法》的风险。根据法律要求，美国总统需要保存与总统公务有关的备忘录、信件、便条、电子邮件、传真和其他书面通信。美国国家档案和记录管理局证实，部分文件已被撕毁，白宫文件管理人员“用胶带”粘补好了一些文件。7、伊核谈判重启，美称“协议在望”美国国务院一名发言人7日说，解决伊核谈判各方核心关切的协议已经“在望”。不过，如果无法在今后数周敲定协议，而伊朗继续推进其核活动，则美方不可能恢复履行伊朗核问题全面协议。8、欧洲央行张罗气候压力测试 银行业担心趁机提高资本要求欧洲央行在公开声明中明确表示，这些测试让银行业和监管机构有机会了解极端天气和更严格气候法规对银行业的影响。欧洲央行不会公布各家银行的测试结果，并表示会谨慎作出任何资本方面的结论。但它也明确表示，气候变化最终将会与其他风险等同视之。Jefferies Financial Group Inc．分析师Joseph Dickerson表示，如果不打算未来某个时候拿出某种校准银行资本的方法，监管机构是不会在这方面浪费时间的。9、压力之下 英国首相约翰逊宣布改组政府内阁在此前“派对门”等一系列事件的影响下，英国首相鲍里斯·约翰逊面临着党内外的较大压力，不得不改组政府内阁以回应民众及党内外的诉求。据了解，迄今为止，已经有多名党内议员向保守党普通国会议员委员会致信要求对约翰逊发起不信任投票，如果该类信件到达一定数量，针对保守党领袖约翰逊的不信任投票将必须进行。公司新闻1、Meta市值跌破6000亿美元降至美国第八 被英伟达赶超Meta股价周二下跌2.1%，收于220.18美元。该股今年迄今累跌35%，目前处于2020年7月以来的最低水平。不久前，Meta与苹果、微软、亚马逊和Alphabet一起跻身美国市值最高的五家公司之列。然而，Meta目前已经跌至第八位，低于特斯拉、伯克希尔哈撒韦公司和英伟达。2、苹果宣布推出Tap to Pay功能：允许商家通过iPhone接受付款苹果公司今日宣布，将在iPhone上推出“Tap to Pay”(点击支付)功能，允许全美数百万商家只需轻触iPhone，即可使用iPhone无缝、安全地接受Apple Pay、非接触式信用卡和借记卡、以及其他数字钱包付款，而无需额外的硬件或支付终端。3、报道称强生已暂停生产新冠疫苗媒体援引知情人士的话报道称，强生公司在去年年底悄悄关闭了唯一一家生产可用批次新冠疫苗的工厂。报道称，生产停顿是暂时性的，这家位于荷兰莱顿市的工厂预计将在几个月后再次开始生产疫苗。由于库存增加，目前尚不清楚暂停是否对疫苗供应产生影响。4、“元宇宙公司”Meta澄清：公司绝对没有威胁要离开欧洲市场昨天，外媒报道Meta公司在提交给美国证券交易委员会的年度报告中称，欧洲数据法妨碍了该公司在美国服务器上对欧洲用户的数据进行管理，如果不采用新框架并且公司不再被允许使用当前的协议，将关闭其在欧洲的服务。此行为被解读其“威胁”离开欧洲市场。5、英伟达放弃收购案后 软银计划将Arm上市在英伟达面临监管机构和客户的强烈反对而放弃收购芯片设计公司Arm的提案之后，软银集团表示计划让Arm进行首次公开募股(IPO)。这家日本公司表示，目标是在2023年3月结束的财年于美国进行IPO。此外，在Simon Segars卸任之后，Arm总裁Rene Haas将替代他接任首席执行官一职。6、辉瑞今年新冠疫苗及口服药营收预估低于华尔街预期辉瑞公司所预测的2022年销售额和利润低于华尔街预期，该公司的新冠疫苗和最近批准的口服药物预期收入令投资者失望。据周二的一份声明，这家总部位于纽约的制药商预计2022年调整后每股收益为6.35至6.55美元，分析师的估计为6.65美元。辉瑞表示，营收将达到1020亿美元，而分析师平均估计为1060亿美元。7、官宣炒掉CEO、裁员2800人之后，Peloton的股价起飞了健身器材与媒体公司派乐腾 (Peloton)周二发布公告称，公司将更换首席执行官(CEO)并裁员约2800人，以重振低迷的业绩，并赢回投资者的信心。美股盘中，派乐腾股价飙升逾30%。8、Lyft Q4营收同比增长70%，净亏损同比收窄财报显示，Lyft Q4营收9.70亿美元，上年同期为5.70亿美元，同比增长70%;净亏损2.59亿美元，上年同期净亏损4.58亿美元;净亏损率为26.7%，上年同期为80.4%。调整后净利润为3210万美元，上年同期净亏损1.85亿美元。调整后EBITDA为7470万美元，上年同期为亏损1.50亿美元;调整后EBITDA利润率为7.7%，上年同期亏损率26.3%。四季度活跃乘客数同比增加49.2%至1872.8万，上年同期为1255.2万，活跃乘客的收益同比增加14.1%至51.79美元，上年同期为45.40美元。截至2021年12月31日，Lyft拥有23亿美元的非限制性现金、现金等价物和短期投资。9、Peloton Q2营收同比增6%，净亏损为4.39亿美元美东时间2月8日（周二)美股盘后，Peloton 2022财年第二季度营收为11.34亿美元，同比增长6%;净亏损为4.39亿美元，上年同期录得净利润6360万美元;摊薄后每股亏损为1.39美元，上年同期录得每股收益0.18美元。毛利润2.80亿美元，上年同期为4.25亿美元;毛利率为24.7%。经调整的息税折旧摊销前利润(EBITDA)为-2.67亿美元，上年同期为1.17亿美元。10、网络安全公司Mandiant Inc.大涨近18% 传微软拟对其进行收购据知情人士透露，微软正在就收购网络安全研究和事件响应公司Mandiant Inc.(MNDT.US)进行谈判，这笔交易将加强微软保护客户免受黑客攻击和入侵的努力。截至周二美股收盘，Mandiant涨17.86%，报17.75美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968241962,"gmtCreate":1669248901357,"gmtModify":1676538172710,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968241962","repostId":"1183260218","repostType":2,"repost":{"id":"1183260218","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":1669216291,"share":"https://ttm.financial/m/news/1183260218?lang=&edition=fundamental","pubTime":"2022-11-23 23:11","market":"us","language":"zh","title":"美股新能源车板块走高，特斯拉涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183260218","media":"老虎资讯综合","summary":"11月23日，美股新能源车板块走高，蔚来涨超7%，特斯拉涨5.5%，小鹏汽车、理想汽车均涨超4%，Rivian涨近3%","content":"<html><head></head><body><p>11月23日，美股新能源车板块走高，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超7%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨5.5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>均涨超4%，<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>涨近3%</p><p><img src=\"https://static.tigerbbs.com/7228019e49e356544a10d5aa2819722c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美股新能源车板块走高，特斯拉涨超5%\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\">2022-11-23 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月23日，美股新能源车板块走高，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超7%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨5.5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>均涨超4%，<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>涨近3%</p><p><img src=\"https://static.tigerbbs.com/7228019e49e356544a10d5aa2819722c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183260218","content_text":"11月23日，美股新能源车板块走高，蔚来涨超7%，特斯拉涨5.5%，小鹏汽车、理想汽车均涨超4%，Rivian涨近3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076812283,"gmtCreate":1657837678942,"gmtModify":1676536067522,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076812283","repostId":"1149781049","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049667598,"gmtCreate":1655786068314,"gmtModify":1676535705442,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049667598","repostId":"1197040344","repostType":4,"repost":{"id":"1197040344","kind":"news","pubTimestamp":1655780556,"share":"https://ttm.financial/m/news/1197040344?lang=&edition=fundamental","pubTime":"2022-06-21 11:02","market":"sh","language":"zh","title":"冰火两重天，A股涨美股跌会成为新常态吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1197040344","media":"格隆汇","summary":"如果未来中外市场趋势融合回归，会是以哪种情况出现？","content":"<html><head></head><body><p>冰火两重天，是股民对近一个月来中外股市表现最直接的感受。</p><p>另一个感受，是有点似梦似幻般的不真实。</p><p>来看一张图，从4月27日到今天的近1个月来，A股走出了与外围市场巨大背离的行情。截至目前，A股期间反弹接近15%，而美股纳指期间大跌超15%，当然还有很多其他市场也大跌了不少。</p><p><img src=\"https://static.tigerbbs.com/84e3b30a50e0bb91f3dcaa89919e1fad\" tg-width=\"761\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>一直以来，A股与美股市场从来都是跟涨不跟跌的尿性。然而自从两国货币政策开始背离之后，一切也都开始背离了。</p><p>这种情况以前其实也没少出现过，但这一次在疫情和全球格局大变化之下，两者政策背离的决心，以及政策对市场的影响，似乎都比以前要大很多。</p><p>中国身处经济全球化时代并且占据重要地位，即使外围大利空对我们直接影响不大，但冲击的力量是会逐渐累积的。尤其是在A股现在单边行情涨得越来越飘，与外围市场越来越背离，不免让人担心后劲不足的问题。</p><p>所以现在的问题是，如果<b>未来中外市场趋势融合回归，会是以哪种情况出现？</b></p><p>01或进入中场短期调整时刻</p><p>自从上周大金融开始接棒赛道股大涨以来，板块轮动就明显有加快趋势。</p><p>今天的A股盘面，有两大重要特征需要关注。</p><p><b>一是板块的大面积冷热转化。</b>最大的变化特征是<b>大消费转热</b>，<b>上游材料和中游的工业制造转冷</b>。</p><p>这段时间鼓励消费政策密集出来，叠加618消费数据刺激，消费板块上涨存在明确驱动力。同时，房子和汽车两大领域的数据，也给市场打了两针鸡血。</p><p>尤其地产，6月的房子销售在大量政策扶持和疫后意向订单堰塞湖泄洪下，数据靓丽得惊人，刺激地产、家电、建筑装修等板块大涨。</p><p><img src=\"https://static.tigerbbs.com/599f0637f6442c615d6ff0df62273d0b\" tg-width=\"786\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>但另一方面，上游原料集体大跌，黑色系期货跌幅夸张且令人意外。尽管在政策上有一些监管措施影响，比如对煤炭价格和钢铁产能限制政策，但它们作为能直接反应经济复苏的因子，这种大跌也实质反映市场对未来需求收缩的担忧。</p><p><img src=\"https://static.tigerbbs.com/bfe909658047722bf3e87bedd2114293\" tg-width=\"333\" tg-height=\"627\" referrerpolicy=\"no-referrer\"/></p><p>这种担忧，有内在的，也有由外及内的。</p><p>消费对应需求，原料对应供应，供需行情大幅分化，并不是一个健康的经济状态。</p><p><b>在外围市场较差的环境下，如果没有持续的利好驱动，这种不健康状态就跟容易向弱方调整。</b></p><p><b>二是资金的快进快出、战略撤退。</b></p><p>A股从4月27日的低点至今，一个月都不到，已经有接近1/3的细分行业累计涨幅超过30%，有8成行业涨幅超过15%。<b>其中，光伏、汽车、锂电、金融、电力、教育和部分消费龙头等热门赛道板块涨幅甚至让人闻到了牛市的疯狂味道。</b></p><p><img src=\"https://static.tigerbbs.com/08d54a9a12102f43f7fa78fb6e962dbe\" tg-width=\"411\" tg-height=\"528\" referrerpolicy=\"no-referrer\"/></p><p>北上资金从近两周的大幅流入，大量买入的也都是这些，基本把赛道板块都买过了一遍。</p><p><b>接下来，A股的下一个“15%”，靠什么来支撑？</b></p><p>或许在机构层面，心里面也没有底。毕竟现在外围市场一直在跌跌不休，经济面也一塌糊涂。既然看不清，选择观望是最稳妥的策略。</p><p>尤其这一个月来的单边行情导致积压的获利盘越来越大，资金要么大幅换仓或获利离场的诉求力度是极大的。</p><p>今天北向资金全天净卖出97.03亿元，结束连续4日净买入，说明市场进入博弈阶段。</p><p>02关注外部市场的潜在冲击</p><p>现在欧洲、美国、日本等主要国家因为普遍陷入能源紧缺、物价通胀、经济滞涨、尤其是美国启动超强加息周期引发的流动性紧张等危机问题，导致金融市场也遭到重大打击，是这些市场不断大跌的根本原因。</p><p>从经济和金融市场整体感观看，就像是一团糟。</p><p>美国现在陷入通胀高烧不退带来的各种压力，最终被迫大幅加息试图压制通胀，但这样下来，通胀没下来，股市倒是先崩为敬了，搞得民众怨声载道，很多资本家纷纷跳脚。</p><p>但一些原料商，尤其石油厂商这一波真赚大发了。</p><p><b>他们发现，美国启动加息周期让人担心未来经济会受冲击，同时现在油气能源等大宗商品在大涨，对他们来说，不扩投资进行增产竟然才是最优的策略，（与其担心现在巨额投资在未来油价下跌导致亏损的风险，还不如躺赚让油气供应维持紧张从而维持高价的红利）。</b></p><p>拜登上周急的当众大骂石油厂商<b>“赚的钱比上帝还多”，</b>但除了扬言加税来嘴炮一下，实际只能无可奈何。</p><p>上周拜登放开委内瑞拉的制裁，允许其重新向欧洲卖油缓解压力，其实跟松口对华贸易征税一样，都是无奈妥协。</p><p>不知道拜登有没有后悔拱火俄乌局势，但一些欧盟国家的领导人心里，可能肯定是有的。</p><p>现在的欧盟情况甚至被美国还糟糕，不但深陷在能源危机当中，还要面对由此引发的其他供应链危机带来的通胀危机。</p><p>昨天英国伦敦的民众大规模上街，抗议生活成本飙升。<b>把两百年来尊贵生活形成的贵族绅士气抛弃，被迫思考柴米油盐的苟且，已经足够反映形势挺严峻了。</b></p><p><img src=\"https://static.tigerbbs.com/6a687f699df53ace858b846161a54ec1\" tg-width=\"446\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p><b>再过几个月就是寒冬期来了，这些缺电少汽的欧洲国家，到时候还要应对激增的用能需求，如果乌俄局势还未能缓解，那么这将是一个很大的考验。</b></p><p>对资本市场来说，就是能源的易涨难跌，是经济的不稳定。</p><p>还有日本，现在的债务/GDP杠杆高到了266%，经济长期萎靡下，利息都难平账，庞氏游戏玩不下去，干脆明确躺平摆烂了。</p><p>还有很多其他新兴国家，多少都面临巨大通胀和资本换回美元流出引发流动性危机的双重压力，显然就是处在以前轮回过的美元收割周期。</p><p><img src=\"https://static.tigerbbs.com/bbb3975de032a5d2aee2e17e8aae86a3\" tg-width=\"787\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>这些国家都是货币自由流通，同时以美国经济主导及美元唯首是瞻的经济体，除了美国，几乎没有独立的货币主权。</p><p><b>结果就是，它们很难一荣俱荣，但一损俱损是逃不掉的，尤其是祸起的是它们的带头大哥——美国的时候。</b></p><p>无论是能源供应局势，还是加息周期，还是地缘政治导致的逆全球化，都是由这位带头大哥在背后操刀，并且还远未到收尾阶段。所以这些因素带来的负面冲击，还将持续。</p><p>目前市场对7月份美国继续加息75基点的预期极高，接下来这些国家的经济压力甚至会越来越大。</p><p>接下来，我们需要认真考虑两个问题：<b>一是国外金融市场对此的预期消化是充分？二是对国内市场的传导力度如何？（对此两问题，笔者也没有答案）</b></p><p>但有些是可以说的，其他国家不用说了，未来下跌的概率肯定大于上涨。</p><p><b>但美股可能不大一样。</b>大通胀及加息大周期虽然对美国经济的冲击可能很大，但加息也会导致全球资金回流美国，进而流入美债和美股市场，起到一定托底作用。</p><p>同时，现在美股从高位跌下来幅度挺大，纳斯达克甚至从高点至今跌近30%，在经济收缩压力下，可能会继续面临业绩下行带来的二次冲击。</p><p>客观来讲，很多美股头部巨头，真不失为为全球最好的企业（有竞争优势、有全球市场、有美元铸币税赋能），掌握很多定价权，长期依然有高确定性的发展潜力。现在美股头部权重股市盈率并不算高。十多倍、二十多倍算是标配，并不算贵。</p><p><b>如果未来美股再大跌一波，这些巨头肯定是会跌出长期价值的机会来。</b></p><p><img src=\"https://static.tigerbbs.com/fb85b85fdd3a6c2471b3b3a813079de6\" tg-width=\"785\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/></p><p>03尾声</p><p>回到中国市场。</p><p>我们是一直存在很强的货币政策独立性，经济逆周期调整力度也非常大，现在内循环战略越来越发挥重要作用，同时一季度A股跌幅明显过大反而美股没什么跌为A股逆势走强带来底层支撑，所以才有A股的独立行情。</p><p>但作为全球经贸和制造业中心，外部的需求变化也尤值得密切关注。</p><p><b>总的来说，现在的股市行情，短期谨慎看待，多看少动，朝着合理估值水平高抛低吸，是比较稳妥的策略。</b></p><p>但一些确定性较高的投资机会还是有的。</p><p>首先是政策的红利，前两月的政策重心，是纾困企业，复工复产，如今疫情消退之后，政策重心自然就落在了促消费层面。所以我们看这段时间各省市各行业对消费补贴的力度是非常大的。这意味着未来一段时间，大消费都值得高看一眼。</p><p>其次是政策红利的兑现预期。这方面将集中在新老大基建工程、先进制造业、出口贸易（纺织、家电、中低端机电设备等），因为政策优惠的力度、资金支持力度都是最大，下半年或最早二季度，就会迎来它们的业绩验证期，也会是机构关注埋伏的下一个重点。</p></body></html>","source":"gelonghui_highlight","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>冰火两重天，A股涨美股跌会成为新常态吗？</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冰火两重天，A股涨美股跌会成为新常态吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 11:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/534170><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>冰火两重天，是股民对近一个月来中外股市表现最直接的感受。另一个感受，是有点似梦似幻般的不真实。来看一张图，从4月27日到今天的近1个月来，A股走出了与外围市场巨大背离的行情。截至目前，A股期间反弹接近15%，而美股纳指期间大跌超15%，当然还有很多其他市场也大跌了不少。一直以来，A股与美股市场从来都是跟涨不跟跌的尿性。然而自从两国货币政策开始背离之后，一切也都开始背离了。这种情况以前其实也没少出现...</p>\n\n<a href=\"https://www.gelonghui.com/p/534170\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.gelonghui.com/p/534170","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1197040344","content_text":"冰火两重天，是股民对近一个月来中外股市表现最直接的感受。另一个感受，是有点似梦似幻般的不真实。来看一张图，从4月27日到今天的近1个月来，A股走出了与外围市场巨大背离的行情。截至目前，A股期间反弹接近15%，而美股纳指期间大跌超15%，当然还有很多其他市场也大跌了不少。一直以来，A股与美股市场从来都是跟涨不跟跌的尿性。然而自从两国货币政策开始背离之后，一切也都开始背离了。这种情况以前其实也没少出现过，但这一次在疫情和全球格局大变化之下，两者政策背离的决心，以及政策对市场的影响，似乎都比以前要大很多。中国身处经济全球化时代并且占据重要地位，即使外围大利空对我们直接影响不大，但冲击的力量是会逐渐累积的。尤其是在A股现在单边行情涨得越来越飘，与外围市场越来越背离，不免让人担心后劲不足的问题。所以现在的问题是，如果未来中外市场趋势融合回归，会是以哪种情况出现？01或进入中场短期调整时刻自从上周大金融开始接棒赛道股大涨以来，板块轮动就明显有加快趋势。今天的A股盘面，有两大重要特征需要关注。一是板块的大面积冷热转化。最大的变化特征是大消费转热，上游材料和中游的工业制造转冷。这段时间鼓励消费政策密集出来，叠加618消费数据刺激，消费板块上涨存在明确驱动力。同时，房子和汽车两大领域的数据，也给市场打了两针鸡血。尤其地产，6月的房子销售在大量政策扶持和疫后意向订单堰塞湖泄洪下，数据靓丽得惊人，刺激地产、家电、建筑装修等板块大涨。但另一方面，上游原料集体大跌，黑色系期货跌幅夸张且令人意外。尽管在政策上有一些监管措施影响，比如对煤炭价格和钢铁产能限制政策，但它们作为能直接反应经济复苏的因子，这种大跌也实质反映市场对未来需求收缩的担忧。这种担忧，有内在的，也有由外及内的。消费对应需求，原料对应供应，供需行情大幅分化，并不是一个健康的经济状态。在外围市场较差的环境下，如果没有持续的利好驱动，这种不健康状态就跟容易向弱方调整。二是资金的快进快出、战略撤退。A股从4月27日的低点至今，一个月都不到，已经有接近1/3的细分行业累计涨幅超过30%，有8成行业涨幅超过15%。其中，光伏、汽车、锂电、金融、电力、教育和部分消费龙头等热门赛道板块涨幅甚至让人闻到了牛市的疯狂味道。北上资金从近两周的大幅流入，大量买入的也都是这些，基本把赛道板块都买过了一遍。接下来，A股的下一个“15%”，靠什么来支撑？或许在机构层面，心里面也没有底。毕竟现在外围市场一直在跌跌不休，经济面也一塌糊涂。既然看不清，选择观望是最稳妥的策略。尤其这一个月来的单边行情导致积压的获利盘越来越大，资金要么大幅换仓或获利离场的诉求力度是极大的。今天北向资金全天净卖出97.03亿元，结束连续4日净买入，说明市场进入博弈阶段。02关注外部市场的潜在冲击现在欧洲、美国、日本等主要国家因为普遍陷入能源紧缺、物价通胀、经济滞涨、尤其是美国启动超强加息周期引发的流动性紧张等危机问题，导致金融市场也遭到重大打击，是这些市场不断大跌的根本原因。从经济和金融市场整体感观看，就像是一团糟。美国现在陷入通胀高烧不退带来的各种压力，最终被迫大幅加息试图压制通胀，但这样下来，通胀没下来，股市倒是先崩为敬了，搞得民众怨声载道，很多资本家纷纷跳脚。但一些原料商，尤其石油厂商这一波真赚大发了。他们发现，美国启动加息周期让人担心未来经济会受冲击，同时现在油气能源等大宗商品在大涨，对他们来说，不扩投资进行增产竟然才是最优的策略，（与其担心现在巨额投资在未来油价下跌导致亏损的风险，还不如躺赚让油气供应维持紧张从而维持高价的红利）。拜登上周急的当众大骂石油厂商“赚的钱比上帝还多”，但除了扬言加税来嘴炮一下，实际只能无可奈何。上周拜登放开委内瑞拉的制裁，允许其重新向欧洲卖油缓解压力，其实跟松口对华贸易征税一样，都是无奈妥协。不知道拜登有没有后悔拱火俄乌局势，但一些欧盟国家的领导人心里，可能肯定是有的。现在的欧盟情况甚至被美国还糟糕，不但深陷在能源危机当中，还要面对由此引发的其他供应链危机带来的通胀危机。昨天英国伦敦的民众大规模上街，抗议生活成本飙升。把两百年来尊贵生活形成的贵族绅士气抛弃，被迫思考柴米油盐的苟且，已经足够反映形势挺严峻了。再过几个月就是寒冬期来了，这些缺电少汽的欧洲国家，到时候还要应对激增的用能需求，如果乌俄局势还未能缓解，那么这将是一个很大的考验。对资本市场来说，就是能源的易涨难跌，是经济的不稳定。还有日本，现在的债务/GDP杠杆高到了266%，经济长期萎靡下，利息都难平账，庞氏游戏玩不下去，干脆明确躺平摆烂了。还有很多其他新兴国家，多少都面临巨大通胀和资本换回美元流出引发流动性危机的双重压力，显然就是处在以前轮回过的美元收割周期。这些国家都是货币自由流通，同时以美国经济主导及美元唯首是瞻的经济体，除了美国，几乎没有独立的货币主权。结果就是，它们很难一荣俱荣，但一损俱损是逃不掉的，尤其是祸起的是它们的带头大哥——美国的时候。无论是能源供应局势，还是加息周期，还是地缘政治导致的逆全球化，都是由这位带头大哥在背后操刀，并且还远未到收尾阶段。所以这些因素带来的负面冲击，还将持续。目前市场对7月份美国继续加息75基点的预期极高，接下来这些国家的经济压力甚至会越来越大。接下来，我们需要认真考虑两个问题：一是国外金融市场对此的预期消化是充分？二是对国内市场的传导力度如何？（对此两问题，笔者也没有答案）但有些是可以说的，其他国家不用说了，未来下跌的概率肯定大于上涨。但美股可能不大一样。大通胀及加息大周期虽然对美国经济的冲击可能很大，但加息也会导致全球资金回流美国，进而流入美债和美股市场，起到一定托底作用。同时，现在美股从高位跌下来幅度挺大，纳斯达克甚至从高点至今跌近30%，在经济收缩压力下，可能会继续面临业绩下行带来的二次冲击。客观来讲，很多美股头部巨头，真不失为为全球最好的企业（有竞争优势、有全球市场、有美元铸币税赋能），掌握很多定价权，长期依然有高确定性的发展潜力。现在美股头部权重股市盈率并不算高。十多倍、二十多倍算是标配，并不算贵。如果未来美股再大跌一波，这些巨头肯定是会跌出长期价值的机会来。03尾声回到中国市场。我们是一直存在很强的货币政策独立性，经济逆周期调整力度也非常大，现在内循环战略越来越发挥重要作用，同时一季度A股跌幅明显过大反而美股没什么跌为A股逆势走强带来底层支撑，所以才有A股的独立行情。但作为全球经贸和制造业中心，外部的需求变化也尤值得密切关注。总的来说，现在的股市行情，短期谨慎看待，多看少动，朝着合理估值水平高抛低吸，是比较稳妥的策略。但一些确定性较高的投资机会还是有的。首先是政策的红利，前两月的政策重心，是纾困企业，复工复产，如今疫情消退之后，政策重心自然就落在了促消费层面。所以我们看这段时间各省市各行业对消费补贴的力度是非常大的。这意味着未来一段时间，大消费都值得高看一眼。其次是政策红利的兑现预期。这方面将集中在新老大基建工程、先进制造业、出口贸易（纺织、家电、中低端机电设备等），因为政策优惠的力度、资金支持力度都是最大，下半年或最早二季度，就会迎来它们的业绩验证期，也会是机构关注埋伏的下一个重点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051787469,"gmtCreate":1654740495151,"gmtModify":1676535502758,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051787469","repostId":"1170648892","repostType":2,"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093096414,"gmtCreate":1643445274017,"gmtModify":1676533821868,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093096414","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"35276676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Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005146170,"gmtCreate":1642213030990,"gmtModify":1676533693342,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"88","listText":"88","text":"88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005146170","repostId":"1140376268","repostType":4,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942420783,"gmtCreate":1681282414642,"gmtModify":1681282418512,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942420783","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964001581,"gmtCreate":1670031353943,"gmtModify":1676538291639,"author":{"id":"3585734231041878","authorId":"3585734231041878","name":"SQ1128","avatar":"https://community-static.tradeup.com/news/ad0f18080fb0e8941f8451a1f9bb8f7b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585734231041878","authorIdStr":"3585734231041878"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964001581","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger's Football Season, share the prizes worth up to US$200,000","htmlText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","listText":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world!&nbsp;While you enjoy your football carnival, don't forget to join in Tiger's Football Season on Tiger Trade App, and share the prizes worth up to USD 200,000!Play the \"Perfect Goals\" game with us, and feel the score moment by only pressing the button.Keep completing the daily tasks and play the game, win more points to redeem stock vouchers worth up to USD 2,000 or AFF tickets, and the top prize - the free journey of watching the AFF finals!You can also predict a football match of the World Cup or AFF Championship, and cheer for your home team.Besides, you may obtain the Tiger Football Card by participating in the campaign every day.Goalke","text":"This year is the year of football, the Qatar World Cup, AFF championship, make the following days a big carnival for football fans all around the world! 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