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Tyliew

Tyliew

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2023-04-07

$亚马逊(AMZN)$

2023-03-13

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2023-03-12

$亚马逊(AMZN)$ [得意]

2022-11-26

$老虎证券(TIGR)$ [得意]

2022-04-29

OK

提醒：五一劳动节、开斋节股市休市安排一览

2022-12-10

$哔哩哔哩(BILI)$ [得意]

2022-02-10

😁

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10-08

$SoFi Technologies Inc.(SOFI)$

2023-03-13

$Farfetch Ltd(FTCH)$ [得意]

2023-01-26

[惊讶]

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2023-01-22

$亚马逊(AMZN)$

2023-01-17

[得意]

@氨基观察:CD47靶點拓荒之旅，距離真相越來越近

2022-11-24

$老虎证券(TIGR)$ [得意]

2022-11-23

$阿里巴巴-SW(09988)$ [得意]

2022-11-04

$阿里巴巴-SW(09988)$[得意]

2022-10-31

$阿里巴巴-SW(09988)$[呆住]

2022-10-26

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2022-10-18

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2022-09-11

[得意]

又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！

01-26

S

康哲药业将联手麦济生物共同推动MG-K10人源化单抗注射液于中国市场上市

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19:36","market":"hk","language":"zh","title":"康哲药业将联手麦济生物共同推动MG-K10人源化单抗注射液于中国市场上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2506359631","media":"证券日报","summary":"发稿人张敏本报讯（记者李雯珊）1月24日，康哲药业控股有限公司（以下简称“康哲药业”）发布公告称，通过其附属公司与湖南麦济生物技术股份有限公司（“麦济生物”）及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。根据协议，康哲药业获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.00867&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　发稿人张敏</p><p>　　本报讯 （记者李雯珊）1月24日，<span><a href=\"https://laohu8.com/S/00867\">康哲药业</a></span>控股有限公司（以下简称“<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">康哲药业</span>”）发布公告称，通过其附属公司与湖南麦济生物技术股份有限公司（“麦济生物”）及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。</p><p>　　根据协议，<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">康哲药业</span>获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。据悉，MG-K10是一种创新的长效抗IL-4Rα人源化单抗，主要用于治疗包括特应性皮炎、哮喘等多种2型炎症性疾病。</p><p>　　目前MG-K10的特应性皮炎（AD）、哮喘和结节性痒疹已进入中国的III期临床试验阶段，且在成人中重度AD和哮喘的II期临床试验中显示出良好的疗效和安全性。</p><p>　　据弗若斯特沙利文报告，中国IL-4Rα靶向疗法的市场规模预期将于2030年达到40.8亿美元，2020年至2030年的复合年增长率为76.8%。目前已上市的抗IL-4Rα药物均需要每2周给药一次，而MG-K10只需每4周给药一次，同时呈现良好的疗效和安全性，具有成为同类最优（BIC）的潜力。</p><p>　　康哲药业相关人士对外表示，MG-K10将丰富公司在皮肤疾病治疗领域的全球差异化创新管线，并与现有产品组合高度协同。此外，公司将与麦济生物全力推动MG-K10于中国市场上市，为中国2型炎症性疾病相关患者带来给药频次更低，兼具良好疗效及安全性的治疗新选择。</p><p>（文章来源：<span>证券</span><span></span>日报）</p> </div></body></html>","source":"stock_eastmoney","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>康哲药业将联手麦济生物共同推动MG-K10人源化单抗注射液于中国市场上市</title>\n<style 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href=\"http://finance.eastmoney.com/a/202501263308459833.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4588":"碎股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","BK1191":"制药","BK1593":"医美概念股","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","SG9999015978.USD":"利安颠覆性创新基金A","YINN":"三倍做多富时中国ETF-Direxion","BK4585":"ETF&股票定投概念","BK4123":"调查和咨询服务","00867":"康哲药业","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","MG":"Mistras Group"},"source_url":"http://finance.eastmoney.com/a/202501263308459833.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2506359631","content_text":"发稿人张敏　　本报讯 （记者李雯珊）1月24日，康哲药业控股有限公司（以下简称“康哲药业”）发布公告称，通过其附属公司与湖南麦济生物技术股份有限公司（“麦济生物”）及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。　　根据协议，康哲药业获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。据悉，MG-K10是一种创新的长效抗IL-4Rα人源化单抗，主要用于治疗包括特应性皮炎、哮喘等多种2型炎症性疾病。　　目前MG-K10的特应性皮炎（AD）、哮喘和结节性痒疹已进入中国的III期临床试验阶段，且在成人中重度AD和哮喘的II期临床试验中显示出良好的疗效和安全性。　　据弗若斯特沙利文报告，中国IL-4Rα靶向疗法的市场规模预期将于2030年达到40.8亿美元，2020年至2030年的复合年增长率为76.8%。目前已上市的抗IL-4Rα药物均需要每2周给药一次，而MG-K10只需每4周给药一次，同时呈现良好的疗效和安全性，具有成为同类最优（BIC）的潜力。　　康哲药业相关人士对外表示，MG-K10将丰富公司在皮肤疾病治疗领域的全球差异化创新管线，并与现有产品组合高度协同。此外，公司将与麦济生物全力推动MG-K10于中国市场上市，为中国2型炎症性疾病相关患者带来给药频次更低，兼具良好疗效及安全性的治疗新选择。（文章来源：证券日报）","news_type":1,"symbols_score_info":{"YINN":1,"MG":1,"00867":1}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653670082,"gmtCreate":1680854753347,"gmtModify":1680854753347,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":3400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948698920,"gmtCreate":1680692718861,"gmtModify":1680692722519,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[鼓掌]&nbsp;[强]&nbsp;","listText":"[鼓掌]&nbsp;[强]&nbsp;","text":"[鼓掌] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948698920","repostId":"1129840666","repostType":4,"repost":{"id":"1129840666","kind":"news","pubTimestamp":1680678428,"share":"https://ttm.financial/m/news/1129840666?lang=&edition=fundamental","pubTime":"2023-04-05 15:07","market":"us","language":"zh","title":"巴菲特又要买日股了？伯克希尔聘请银行安排日元债券发行","url":"https://stock-news.laohu8.com/highlight/detail?id=1129840666","media":"华尔街见闻","summary":"借日元，买日股，已经是股神的常规操作了。","content":"<html><head></head><body><blockquote>借日元，买日股，已经是股神的常规操作了。</blockquote><p style=\"text-align: justify;\">4月5日，媒体报道称，“股神”巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司已聘请银行安排日元债券发行。根据日本瑞穗银行邮件显示，伯克希尔已经委托美银证券和瑞穗证券进行潜在的基准日元债券销售。</p><p style=\"text-align: justify;\">瑞穗银行表示，这笔交易预计将在不久的将来进行，但具体要视市场情况而定。</p><p style=\"text-align: justify;\">华尔街见闻此前分析指出，在日元走弱背景下，加仓日元资产的同时发行低息日元债，不仅获取了廉价资金，也一定程度上对冲了外汇风险。</p><p style=\"text-align: justify;\">伯克希尔哈撒韦首次发行日元债券是在2019年，彼时的发债规模高达4300亿日元，成为有史以来日元债最大的海外发行方之一。2020年伯克希尔哈撒韦发行了1955亿日元的债券。最近一次基准日元债券发行是在去年12月，发行规模为1150亿日元。</p><p style=\"text-align: justify;\">在连续发债后，<strong>截至2022年，伯克希尔哈撒韦账面上的日元计价票据和借贷规模增至超78亿美元，相比之下美元、欧元、英镑计价的票据规模都在收缩，且从支付的票息来看，日元债也要远低于其他货币。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5c286d35c8a34982aaf432c25f5e493\" tg-width=\"640\" tg-height=\"219\"/></p><p style=\"text-align: justify;\">近两年巴菲特在日本市场上可谓是相当活跃，除了连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。按披露时的收盘价估算，当时伯克希尔持有的五家公司的总价值达到62.5亿美元。</p><p style=\"text-align: justify;\">华尔街见闻此前在VIP文章《不缺钱的股神，为何发债抄底日本》中分析指出，在各国央行紧锁的背景下，独守宽松货币政策的日本已经成为了全球利率“洼地”，且与海外市场相比，日本债券市场的波动性也相对较低，<strong>巨大的融资成本差异使得日元计价的公司债发行规模逆势增长。</strong></p><p style=\"text-align: justify;\">另外，<strong>发行日元债除了有融资的作用，还能够对冲外汇风险</strong>。通过发行日元债，就不需要将伯克希尔账上的美元换成日元后，再去投资日元资产了，省去跨境资本流动的麻烦，也避免了货币敞口的增加。</p><p style=\"text-align: justify;\">过去两年虽然日元大幅贬值，但以美元计价的伯克希尔的债务也相应减少，从而抵消了其在押注日元资产时因做多日元而造成的损失，几乎是稳赚不赔。</p></body></html>","source":"wallstreetcn_api","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>巴菲特又要买日股了？伯克希尔聘请银行安排日元债券发行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n巴菲特又要买日股了？伯克希尔聘请银行安排日元债券发行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 15:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3685747><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>借日元，买日股，已经是股神的常规操作了。4月5日，媒体报道称，“股神”巴菲特旗下伯克希尔哈撒韦公司已聘请银行安排日元债券发行。根据日本瑞穗银行邮件显示，伯克希尔已经委托美银证券和瑞穗证券进行潜在的基准日元债券销售。瑞穗银行表示，这笔交易预计将在不久的将来进行，但具体要视市场情况而定。华尔街见闻此前分析指出，在日元走弱背景下，加仓日元资产的同时发行低息日元债，不仅获取了廉价资金，也一定程度上对冲了...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3685747\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"161121":"银行","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4176":"多领域控股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","YCS":"日元ETF-ProShares两倍做空","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3685747","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129840666","content_text":"借日元，买日股，已经是股神的常规操作了。4月5日，媒体报道称，“股神”巴菲特旗下伯克希尔哈撒韦公司已聘请银行安排日元债券发行。根据日本瑞穗银行邮件显示，伯克希尔已经委托美银证券和瑞穗证券进行潜在的基准日元债券销售。瑞穗银行表示，这笔交易预计将在不久的将来进行，但具体要视市场情况而定。华尔街见闻此前分析指出，在日元走弱背景下，加仓日元资产的同时发行低息日元债，不仅获取了廉价资金，也一定程度上对冲了外汇风险。伯克希尔哈撒韦首次发行日元债券是在2019年，彼时的发债规模高达4300亿日元，成为有史以来日元债最大的海外发行方之一。2020年伯克希尔哈撒韦发行了1955亿日元的债券。最近一次基准日元债券发行是在去年12月，发行规模为1150亿日元。在连续发债后，截至2022年，伯克希尔哈撒韦账面上的日元计价票据和借贷规模增至超78亿美元，相比之下美元、欧元、英镑计价的票据规模都在收缩，且从支付的票息来看，日元债也要远低于其他货币。近两年巴菲特在日本市场上可谓是相当活跃，除了连续发债外，2020年还入股了伊藤忠、丸红、三菱、三井物产和住友商事这五大日本商社。按披露时的收盘价估算，当时伯克希尔持有的五家公司的总价值达到62.5亿美元。华尔街见闻此前在VIP文章《不缺钱的股神，为何发债抄底日本》中分析指出，在各国央行紧锁的背景下，独守宽松货币政策的日本已经成为了全球利率“洼地”，且与海外市场相比，日本债券市场的波动性也相对较低，巨大的融资成本差异使得日元计价的公司债发行规模逆势增长。另外，发行日元债除了有融资的作用，还能够对冲外汇风险。通过发行日元债，就不需要将伯克希尔账上的美元换成日元后，再去投资日元资产了，省去跨境资本流动的麻烦，也避免了货币敞口的增加。过去两年虽然日元大幅贬值，但以美元计价的伯克希尔的债务也相应减少，从而抵消了其在押注日元资产时因做多日元而造成的损失，几乎是稳赚不赔。","news_type":1,"symbols_score_info":{"161121":0.9,"BRK.B":0.9,"JPYmain":0.9,"YCS":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941829099,"gmtCreate":1680140407211,"gmtModify":1680140410647,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941829099","repostId":"659532252","repostType":1,"repost":{"id":659532252,"gmtCreate":1680138999877,"gmtModify":1680139846725,"author":{"id":"3474364984991596","authorId":"3474364984991596","name":"美港电讯APP","avatar":"https://static.tigerbbs.com/07fc4dd12655ae04e389a2e9b8308cb4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474364984991596","authorIdStr":"3474364984991596"},"themes":[],"title":"2023年科技股上演一路“狂飆”？","htmlText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","listText":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， <a href=\"https://laohu8.com/S/.SPX\">$標普500(.SPX)$</a> 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 <a href=\"https://laohu8.com/S/CRM\">$賽富時(CRM)$</a> 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","text":"2022年，科技股哀鴻遍野，多隻股票跌幅高達90%，但進入今年第一季度，科技股就已經跑贏大盤了。徹底重置了去年的估值和預期後，許多科技公司將更多的注意力放在了成本控制上，部分公司實現盈利目標的進度甚至大大加快，令市場感到意外。儘管宏觀環境可能會在短期內給增收帶來負面影響，市場還沒做好迎接科技公司利潤大漲的準備。本文中，作者深入研究了科技股走強的背後推手，並預測下一alpha來源。科技股今年爲何暴漲？今年， $標普500(.SPX)$ 僅小幅上漲，標普銀行指數則跌了近20%，但科技行業ETF卻漲了16.4%，Invesco QQQ ETF則漲了16%。科技股爲何表現優異？首先，科技行業的估值已經被狠狠地重設了。以下爲幾家知名科技公司的市銷率情況:隨着估值重設，華爾街或開始更多地關注潛在基本面。加息增加了經濟衰退的可能性，宏觀環境已經變得不明朗，這對許多科技公司的營收增長產生了重大影響，也推動了上述的估值重置。許多大型科技公司的營收增長都顯示出了彈性，與更依賴經濟狀況的同行相比，它們的表現更好。但科技公司的另一舉措也引起了華爾街的注意。以知名科技巨頭 $賽富時(CRM)$ 爲例，該公司最新業績發佈後，股價飆升。Salesforce裁員近10%，全年利潤指引提高，並在兩年內將non-GAAP營業利潤率提高到30%。Salesforce首席執行官馬克·貝尼奧夫稱自己公司爲“軟件巨頭中表現最好的公司之一”。最重要的是，管理團隊還宣佈將股票回購授權增加至200億美元。當前股價爲遠期每股收益的27倍。Okta是受重創的科技股之一，其股價較峯值下跌了70%。該公司今年的營收增長預期僅爲17%，相比之下，其在疫情期間的中期營收增長預期爲","images":[{"img":"https://static.tigerbbs.com/3e4950f49e5da14f65cd7d38dd96b08d","width":"635","height":"467"},{"img":"https://static.tigerbbs.com/6d38ddfe733095ee68d08f01e197182d","width":"635","height":"450"},{"img":"https://static.tigerbbs.com/e35c7e707e489384d532342779592a0e","width":"817","height":"320"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659532252","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941820792,"gmtCreate":1680140393117,"gmtModify":1680140396833,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941820792","repostId":"659519134","repostType":1,"repost":{"id":659519134,"gmtCreate":1680140130630,"gmtModify":1680140216756,"author":{"id":"3472778809742911","authorId":"3472778809742911","name":"首席消费官","avatar":"https://static.tigerbbs.com/20ea29a21d2a4d13a41a9a44d28e8cc5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472778809742911","authorIdStr":"3472778809742911"},"themes":[],"htmlText":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","listText":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","text":"【華潤置地：2022年綜合營業額2070.6億元，按年下降2.4%】華潤置地（01109.HK）公佈2022年業績，2022年全年綜合營業額爲2070.6億元，按年下降2.4%。剔除租金減免影響，營業額192.6億元，按年增長10.5%。2022年扣除投資物業重估增值後的核心股東應占溢利270.0億元，同比增長1.5%；計入投資物業重估增值後的股東應占溢利280.9億元，同比下降13.3%。董事會建議宣派末期股息每股1.219元（摺合港幣1.394元），計入中期股息每股0.182元（摺合港幣0.208元），2022年全年股息按年增長1.5%至每股1.401元（摺合港幣1.602元）。（公司公告）","images":[{"img":"https://static.tigerbbs.com/fe35cbe8f78a5d075df1de83f5455e18","width":"788","height":"809"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659519134","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943164648,"gmtCreate":1679291936485,"gmtModify":1679291940234,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","listText":"‌<a href=\"\">[惊讶]&nbsp;</a>‌","text":"‌[惊讶] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943164648","repostId":"2320157725","repostType":4,"repost":{"id":"2320157725","kind":"highlight","pubTimestamp":1679291107,"share":"https://ttm.financial/m/news/2320157725?lang=&edition=fundamental","pubTime":"2023-03-20 13:45","market":"us","language":"zh","title":"除了加不加息，美联储本周还将报告一件大事","url":"https://stock-news.laohu8.com/highlight/detail?id=2320157725","media":"金十数据","summary":"关键时刻，美联储正盯紧这四个指标。","content":"<html><head></head><body><blockquote>关键时刻，美联储正盯紧这四个指标。</blockquote><p>美联储主席鲍威尔将于3月22日召开新闻发布会，<b>除了宣布是否加息外，很可能还会报告美联储对银行业和金融体系的监管状况。</b></p><p>据研究显示，通过美联储的监管报告、会议记录和金融状况报告，可以看到美联储在先前危机中监控的近实时压力指标，关系到决策者将如何应对当前的银行业危机。</p><p><b>以下是四个与此次银行危机相关且可能影响美联储最终决策的指标：</b></p><p><b>一、 银行融资成本指标</b></p><p><b>在评估银行的资金成本方面，股价是美联储的一大关注点。</b>与大型银行相比，地方银行面临的压力更大，因为大型银行受到更严格的监管，享受更好的资本和流动性的要求，而且更容易进入资本市场。地方银行的压力在危机时又会成为大型银行的动力。因为小银行一旦表现出不稳定性，大量存款就会转移流入大银行，这也是为什么头部银行的股票相对表现也会更好。</p><p>2008年的金融危机中，美联储就曾考虑30天金融和非金融AA级商业票据的利差，将其作为衡量银行融资成本的另一个指标。<b>这一指标在金融危机中尤为重要，因为面临资本和流动性短缺时，银行短期信贷成本加大。</b></p><p>此次银行危机爆发后，利差波动相对温和，仅于瑞信危机后扩大了7个基点，仍处于正常的历史区间内，SVB事件对其影响并不大。<b>金融公司的30天融资成本并未变得更高昂。</b></p><p><b>二、金融系统风险指标</b></p><p>美联储使用金融市场监控工具监管银行，而其中，<b>大型银行是监管重点</b>。11月美联储公布的监管和规范报告的第十页展示了下列两个实时风险指标。</p><p><b>第一是美联储通过将银行市值除以市值与总负债之和得到平均“市场杠杆率”。</b>股价的压力自然会导致市场杠杆率有所下降。</p><p><b>第二是美联储研究的大型银行的信用违约掉期（CDS）平均利差</b>，自SVB和签名银行倒闭以来，该利差略有上升。尽管风险信号亮红，但只是上升至去年10月的水平，可能并未触及警戒水平。不过大型银行无疑会再次从此次地方银行爆雷事件中受益。</p><p>不仅仅是大型银行，整个金融行业的CDS利差都备受美联储关注。2008年，美联储审查了179家<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的CDS利差指数。<b>虽然最近几天略有上升，但与去年相比，利差仍然很低。</b></p><p><b>三、民间信贷成本指标</b></p><p>即便此次信贷危机是由于暂时的流动性紧张，整个实体经济的融资状况也将受到影响。<b>为了监控实体经济的信贷状况，美联储将紧盯企业债与美国国债的利差，以密切关注风险溢价和更广泛的资本成本。</b></p><p>鉴于SVB倒闭之后，企业债券利差扩幅增至35-40个基点，企业资本成本略微上浮，这也将纳入监管考虑之一。<b>不过，利差是否扩至触及警戒水平还有待考量，或不会导致美联储政策转向。</b></p><p><b>四、较低频的指标</b></p><p>除了上述基于市场的实时监控指标之外，美联储还考虑了一系列较低频数据，包括：<b>银行高级信贷员调查、基于季度业绩报告和业绩的资本充足率和流动性指标、以及压力测试结果</b>。</p><p>虽然<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>和瑞信爆雷引发了市场恐慌情绪，不过就目前研究来看，金融风险外溢可能性不大，至少相比于过去的危机概率很小。<b>美联储应持类似观点，预计3月联邦公开市场委员会（FOMC）会议释放出相同信号，最有可能的结果是加息25个基点。</b></p></body></html>","source":"xnew_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\" 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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除了加不加息，美联储本周还将报告一件大事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=108658&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关键时刻，美联储正盯紧这四个指标。美联储主席鲍威尔将于3月22日召开新闻发布会，除了宣布是否加息外，很可能还会报告美联储对银行业和金融体系的监管状况。据研究显示，通过美联储的监管报告、会议记录和金融状况报告，可以看到美联储在先前危机中监控的近实时压力指标，关系到决策者将如何应对当前的银行业危机。以下是四个与此次银行危机相关且可能影响美联储最终决策的指标：一、 银行融资成本指标在评估银行的资金成本...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=108658&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a0209981cdff7fe62e7a2c1dc992cd7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","SSO":"2倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SPY":"标普500ETF",".DJI":"道琼斯","UDOW":"三倍做多道指30ETF-ProShares",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4581":"高盛持仓","DJX":"1/100道琼斯","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=108658&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320157725","content_text":"关键时刻，美联储正盯紧这四个指标。美联储主席鲍威尔将于3月22日召开新闻发布会，除了宣布是否加息外，很可能还会报告美联储对银行业和金融体系的监管状况。据研究显示，通过美联储的监管报告、会议记录和金融状况报告，可以看到美联储在先前危机中监控的近实时压力指标，关系到决策者将如何应对当前的银行业危机。以下是四个与此次银行危机相关且可能影响美联储最终决策的指标：一、 银行融资成本指标在评估银行的资金成本方面，股价是美联储的一大关注点。与大型银行相比，地方银行面临的压力更大，因为大型银行受到更严格的监管，享受更好的资本和流动性的要求，而且更容易进入资本市场。地方银行的压力在危机时又会成为大型银行的动力。因为小银行一旦表现出不稳定性，大量存款就会转移流入大银行，这也是为什么头部银行的股票相对表现也会更好。2008年的金融危机中，美联储就曾考虑30天金融和非金融AA级商业票据的利差，将其作为衡量银行融资成本的另一个指标。这一指标在金融危机中尤为重要，因为面临资本和流动性短缺时，银行短期信贷成本加大。此次银行危机爆发后，利差波动相对温和，仅于瑞信危机后扩大了7个基点，仍处于正常的历史区间内，SVB事件对其影响并不大。金融公司的30天融资成本并未变得更高昂。二、金融系统风险指标美联储使用金融市场监控工具监管银行，而其中，大型银行是监管重点。11月美联储公布的监管和规范报告的第十页展示了下列两个实时风险指标。第一是美联储通过将银行市值除以市值与总负债之和得到平均“市场杠杆率”。股价的压力自然会导致市场杠杆率有所下降。第二是美联储研究的大型银行的信用违约掉期（CDS）平均利差，自SVB和签名银行倒闭以来，该利差略有上升。尽管风险信号亮红，但只是上升至去年10月的水平，可能并未触及警戒水平。不过大型银行无疑会再次从此次地方银行爆雷事件中受益。不仅仅是大型银行，整个金融行业的CDS利差都备受美联储关注。2008年，美联储审查了179家金融机构的CDS利差指数。虽然最近几天略有上升，但与去年相比，利差仍然很低。三、民间信贷成本指标即便此次信贷危机是由于暂时的流动性紧张，整个实体经济的融资状况也将受到影响。为了监控实体经济的信贷状况，美联储将紧盯企业债与美国国债的利差，以密切关注风险溢价和更广泛的资本成本。鉴于SVB倒闭之后，企业债券利差扩幅增至35-40个基点，企业资本成本略微上浮，这也将纳入监管考虑之一。不过，利差是否扩至触及警戒水平还有待考量，或不会导致美联储政策转向。四、较低频的指标除了上述基于市场的实时监控指标之外，美联储还考虑了一系列较低频数据，包括：银行高级信贷员调查、基于季度业绩报告和业绩的资本充足率和流动性指标、以及压力测试结果。虽然硅谷银行和瑞信爆雷引发了市场恐慌情绪，不过就目前研究来看，金融风险外溢可能性不大，至少相比于过去的危机概率很小。美联储应持类似观点，预计3月联邦公开市场委员会（FOMC）会议释放出相同信号，最有可能的结果是加息25个基点。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".SPX":0.6,"OEX":0.6,"NQmain":0.9,"SPY":1,"UDOW":0.6,".IXIC":1,"SPXU":0.6,"MNQmain":0.9,"SSO":0.6,"DJX":0.6,"DDM":0.6,".DJI":1,"ESmain":0.9,"PSQ":0.6}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949749389,"gmtCreate":1678926565741,"gmtModify":1678926569353,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FTCH\">$Farfetch Ltd(FTCH)$ &nbsp;</a>[得意]&nbsp;","text":"$Farfetch Ltd(FTCH)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/4a43ab53fd0b1a155c8fa8efed62b1f6","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949254831","isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","text":"$老虎证券(TIGR)$ [流泪]","images":[{"img":"https://community-static.tradeup.com/news/3f07542a6e3ec004441b67cd4f1023cb","width":"1080","height":"2242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949255257","isVote":1,"tweetType":1,"viewCount":3579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":11,"crmLevelSwitch":1,"idStr":"3565163058838010","authorIdStr":"3565163058838010"},"content":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","text":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this.","html":"a crown hat designed to say bye bye. TIGR is just this value. no future in stock price. one day have to accept investing in this."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949614448,"gmtCreate":1678587419684,"gmtModify":1678587422996,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","text":"$亚马逊(AMZN)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/fbeac8e783dc6f644a48545ffa3db424","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949614448","isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940861545,"gmtCreate":1677814525187,"gmtModify":1677814529228,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940861545","repostId":"627079651","repostType":1,"repost":{"id":627079651,"gmtCreate":1677812280000,"gmtModify":1677814099008,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"突發利空！600億白馬一字跌停，60多萬手封死！剛剛，易綱重磅發聲！信息量很大","htmlText":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","listText":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","text":"中國基金報記者 晨曦大家好！又到了美好的週五，來一起關注今天市場的開盤情況及最新資訊~3月3日上午，上證指數高開0.12%，深證成指漲0.11%，創業板指漲0.21%。 盤面上，芯片行業連迎利好提振信心，MCU、Chiplet、存儲器概念漲幅居前；計算機、通信回調，昨日火熱的時空大數據、ChatGPT題材領跌，浪潮信息一字跌停，中國電信開盤跌超2%。截至發稿，深證成指、創業板指相繼轉跌，上證指數維持高位震盪。港股市場上，三大指數又是集體高開的一天：恆指高開1.34%，恆生國企指數漲1.61%，恆生科技指數漲2.58%。科技股普漲，百度漲4.5%領漲藍籌；嗶哩嗶哩績後漲超10%，小鵬汽車、京東漲近4%。來看詳情——數字概念啞火？浪潮信息一字跌停昨日市場還在爭論，浪潮信息和漢王科技誰纔是“數字經濟第一股”。今日開盤，兩家便雙雙出現大跌。3月3日上午開盤，浪潮信息即走出一字跌停，股價跌至38.84元/股，市值569億元。截至發稿，浪潮科技賣1封單接近66萬手。股吧內，股民們也是吵翻了天，紛紛追問跌停原因。有股民猜測稱，浪潮信息的大跌或與“英偉達斷供”、“黑名單”等相關。據財聯社消息，美國商務部當地時間3月2日發佈公告，以涉及國家安全等無理理由，將28箇中國實體列入實體清單，包括第四範式、 香港華大基因科技服務有限公司、浪潮集團、龍芯中科、盛科通信等。針對美國或擴大對浪潮等中國企業實施出口禁令的消息，浪潮信息迴應媒體稱，公司正在進一步覈實評估 ，暫無更多信息同步。作爲數字經濟的行業巨頭，浪潮信息近期股價大漲，即便在今日大跌之際，其今年以來股價漲幅也達到了80.48%，最近20日漲幅59.05%。昨日晚間，浪潮信息發佈投資者關係活動記錄表顯示，浪潮信息接受機構調研時表示，公司主要客戶需求穩定，並積極拓展行業中小客戶及其","images":[{"img":"https://static.tigerbbs.com/33e89665b5ac4838831f5ddd34c49246","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/6e7d439b972d4284ac397b96f0f7438b","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/a41bca75d87647bea623b9dfdf8469a9","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627079651","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940147827,"gmtCreate":1677771226870,"gmtModify":1677771231393,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"😀😃","listText":"😀😃","text":"😀😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940147827","repostId":"9940146293","repostType":1,"repost":{"id":9940146293,"gmtCreate":1677770096913,"gmtModify":1677771001644,"author":{"id":"10000000000010734","authorId":"10000000000010734","name":"Specialist Share Education","avatar":"https://community-static.tradeup.com/news/b5f0bf52afb22b8aeba68587e148845d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010734","authorIdStr":"10000000000010734"},"themes":[],"htmlText":"\n \n \n  Early Stage Stocks - the Opportunity of the Decade?\n \n","listText":"Early Stage Stocks - the Opportunity of the Decade?","text":"Early Stage Stocks - the Opportunity of the Decade?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940146293","isVote":1,"tweetType":2,"object":{"id":"0698fbbdfdaf414d8d1aaa461276caeb","tweetId":"9940146293","title":"Early Stage Stocks - the Opportunity of the 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&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://community-static.tradeup.com/news/0f4fa9a88e378b6b68a02ffb5bb3e3a8","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956411291","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956888778,"gmtCreate":1673964166095,"gmtModify":1676538909226,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956888778","repostId":"626146378","repostType":1,"repost":{"id":626146378,"gmtCreate":1673962877196,"gmtModify":1676538909183,"author":{"id":"3534319194958311","authorId":"3534319194958311","name":"氨基观察","avatar":"https://static.tigerbbs.com/89e799281895c84ffec5a478339a0d7c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534319194958311","authorIdStr":"3534319194958311"},"themes":[],"title":"CD47靶點拓荒之旅，距離真相越來越近","htmlText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","listText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","text":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","images":[{"img":"https://static.tigerbbs.com/f7e62c5a0f50cbe21bf8a881ab852847","width":"1080","height":"460"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626146378","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959150707,"gmtCreate":1672933592909,"gmtModify":1676538759939,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959150707","repostId":"1175237131","repostType":4,"repost":{"id":"1175237131","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":1672900908,"share":"https://ttm.financial/m/news/1175237131?lang=&edition=fundamental","pubTime":"2023-01-05 14:41","market":"us","language":"zh","title":"期权大单 | 特斯拉多空双方“杠上了”！注意，“杀白马”行情轮到微软","url":"https://stock-news.laohu8.com/highlight/detail?id=1175237131","media":"老虎资讯综合","summary":"摘要：美东时间1月4日（周三），期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%；“杀白马”行情轮到了微软，云服务增长被指将严重下滑！一、市场概览美东时间1月4日（周三），美股周","content":"<html><head></head><body><blockquote><b>摘要：美东时间1月4日（周三），期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%；“杀白马”行情轮到了<a href=\"https://laohu8.com/S/MSFT\">微软</a>，云服务增长被指将严重下滑！</b></blockquote><p><b>一、市场概览</b></p><p>美东时间1月4日（周三），美股周三收高，结束了此前连续两个交易日下跌的行情。截止收盘，标普500指数涨0.75%，纳斯达克指数涨0.69%，道琼斯指数涨0.4%。</p><p>大型科技股涨跌互现，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超5%，奈飞涨近5%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>市值重上2万亿美元，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌4.37%至近两个月新低，创去年10月26日来最大跌幅。中概股方面：纳斯达克金龙中国指数涨8.57%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超14%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨逾13%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超10%。</p><p>期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%。<img src=\"https://static.tigerbbs.com/68bbd6feee39357e2920a86e30844566\" tg-width=\"1870\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/>标普指数ETF-SPY期权成交850万张合约，其中，看跌期权占比61%。<img src=\"https://static.tigerbbs.com/afd42db2ddf2b329c336de34c52b4edf\" tg-width=\"1601\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/9d9cdc934795f97ac87ddf4b8df4a06d\" tg-width=\"828\" tg-height=\"1412\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>周三涨超5%，报113.64美元。期权合约成交329.6万张，看涨期权占全部期权交易的40%。2023年1月6日到期行权价为100美元<b>看跌期权</b>的成交量特别高，成交量为112,656张。但是，2023年1月6日到期行权价为115美元<b>看涨期权</b>的成交量也同样特别高。这意味着在期权市场中，多空方发生了明显的分歧。<img src=\"https://static.tigerbbs.com/ee72ed66c7b7a2bbdb05576baf7eeb97\" tg-width=\"1602\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>周三上涨1%，报126.36美元。期权合约成交170.3万张，看涨期权占全部期权交易的34%。在2023年1月6日到期的期权中，多空双方发生了明显的分歧。<img src=\"https://static.tigerbbs.com/b42aeced716c4a94ba7e72890cdc1f05\" tg-width=\"1604\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><b>“杀白马”行情轮到<a href=\"https://laohu8.com/S/MSFT\">微软</a>！云服务增长被指将严重下滑！微软</b>周三跌超4%，报229.10美元。<a href=\"https://laohu8.com/S/UBS\">瑞银</a>软件行业研究团队在发布的报告中表示，微软的Azure云服务正在进入（营收增速）陡峭下滑的阶段，在2023/2024财年的表现可能要比许多投资者的测算更加糟糕。与此同时，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>警告称云服务市场可能正在接近饱和状态。</p><p>微软期权合约成交88.98万张，看涨期权占全部期权交易的40%。2023年1月6日到期行权价为225美元<b>看跌期权</b>的成交量特别高，成交量为31,647张。<img src=\"https://static.tigerbbs.com/2157a8c5059897ac1cc8cd9943c5deab\" tg-width=\"1601\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b>三、异动观察</b><img src=\"https://static.tigerbbs.com/0a12cd5378475066dfb6387e56832a37\" tg-width=\"1789\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>周三涨逾13%，报103.92美元。2023年1月6日到期行权价为105美元<b>看涨期权</b>的成交量特别高，成交量为29,642张。<img src=\"https://static.tigerbbs.com/374687e447ef3643a04b7c3bd6ec5fde\" tg-width=\"1601\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/FXI\">中国大盘股ETF-iShares</a></b>周三涨超6%，报31.19美元。2023年2月17日到期行权价为34美元<b>看涨期权</b>的成交量特别高，成交量为127,580张。<img src=\"https://static.tigerbbs.com/235dd3c2f63448df449e8ad8dc16cfcc\" tg-width=\"1599\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/MU\">美光科技</a></b>周三涨超7%，报54.20美元。2023年1月6日到期行权价为53美元<b>看跌期权</b>的成交量特别高，成交量为11,372张。<img src=\"https://static.tigerbbs.com/960fab9b39357403bcaec250ab6aae1a\" tg-width=\"1603\" tg-height=\"326\" 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\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | 特斯拉多空双方“杠上了”！注意，“杀白马”行情轮到微软</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期权大单 | 特斯拉多空双方“杠上了”！注意，“杀白马”行情轮到微软\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\">2023-01-05 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美东时间1月4日（周三），期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%；“杀白马”行情轮到了<a href=\"https://laohu8.com/S/MSFT\">微软</a>，云服务增长被指将严重下滑！</b></blockquote><p><b>一、市场概览</b></p><p>美东时间1月4日（周三），美股周三收高，结束了此前连续两个交易日下跌的行情。截止收盘，标普500指数涨0.75%，纳斯达克指数涨0.69%，道琼斯指数涨0.4%。</p><p>大型科技股涨跌互现，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨超5%，奈飞涨近5%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>市值重上2万亿美元，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌4.37%至近两个月新低，创去年10月26日来最大跌幅。中概股方面：纳斯达克金龙中国指数涨8.57%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超14%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨逾13%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨超10%。</p><p>期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%。<img src=\"https://static.tigerbbs.com/68bbd6feee39357e2920a86e30844566\" tg-width=\"1870\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/>标普指数ETF-SPY期权成交850万张合约，其中，看跌期权占比61%。<img src=\"https://static.tigerbbs.com/afd42db2ddf2b329c336de34c52b4edf\" tg-width=\"1601\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>二、期权成交总量TOP10</b><img src=\"https://static.tigerbbs.com/9d9cdc934795f97ac87ddf4b8df4a06d\" tg-width=\"828\" tg-height=\"1412\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>周三涨超5%，报113.64美元。期权合约成交329.6万张，看涨期权占全部期权交易的40%。2023年1月6日到期行权价为100美元<b>看跌期权</b>的成交量特别高，成交量为112,656张。但是，2023年1月6日到期行权价为115美元<b>看涨期权</b>的成交量也同样特别高。这意味着在期权市场中，多空方发生了明显的分歧。<img src=\"https://static.tigerbbs.com/ee72ed66c7b7a2bbdb05576baf7eeb97\" tg-width=\"1602\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a></b>周三上涨1%，报126.36美元。期权合约成交170.3万张，看涨期权占全部期权交易的34%。在2023年1月6日到期的期权中，多空双方发生了明显的分歧。<img src=\"https://static.tigerbbs.com/b42aeced716c4a94ba7e72890cdc1f05\" tg-width=\"1604\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><b>“杀白马”行情轮到<a href=\"https://laohu8.com/S/MSFT\">微软</a>！云服务增长被指将严重下滑！微软</b>周三跌超4%，报229.10美元。<a href=\"https://laohu8.com/S/UBS\">瑞银</a>软件行业研究团队在发布的报告中表示，微软的Azure云服务正在进入（营收增速）陡峭下滑的阶段，在2023/2024财年的表现可能要比许多投资者的测算更加糟糕。与此同时，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>警告称云服务市场可能正在接近饱和状态。</p><p>微软期权合约成交88.98万张，看涨期权占全部期权交易的40%。2023年1月6日到期行权价为225美元<b>看跌期权</b>的成交量特别高，成交量为31,647张。<img src=\"https://static.tigerbbs.com/2157a8c5059897ac1cc8cd9943c5deab\" tg-width=\"1601\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/><b>三、异动观察</b><img src=\"https://static.tigerbbs.com/0a12cd5378475066dfb6387e56832a37\" tg-width=\"1789\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></b>周三涨逾13%，报103.92美元。2023年1月6日到期行权价为105美元<b>看涨期权</b>的成交量特别高，成交量为29,642张。<img src=\"https://static.tigerbbs.com/374687e447ef3643a04b7c3bd6ec5fde\" tg-width=\"1601\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/FXI\">中国大盘股ETF-iShares</a></b>周三涨超6%，报31.19美元。2023年2月17日到期行权价为34美元<b>看涨期权</b>的成交量特别高，成交量为127,580张。<img src=\"https://static.tigerbbs.com/235dd3c2f63448df449e8ad8dc16cfcc\" tg-width=\"1599\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/><b><a href=\"https://laohu8.com/S/MU\">美光科技</a></b>周三涨超7%，报54.20美元。2023年1月6日到期行权价为53美元<b>看跌期权</b>的成交量特别高，成交量为11,372张。<img src=\"https://static.tigerbbs.com/960fab9b39357403bcaec250ab6aae1a\" tg-width=\"1603\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"MSFT":"微软","AAPL":"苹果","MU":"美光科技","BABA":"阿里巴巴","FXI":"中国大盘股ETF-iShares","SPY":"标普500ETF","QQQ":"纳指100ETF","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175237131","content_text":"摘要：美东时间1月4日（周三），期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%；“杀白马”行情轮到了微软，云服务增长被指将严重下滑！一、市场概览美东时间1月4日（周三），美股周三收高，结束了此前连续两个交易日下跌的行情。截止收盘，标普500指数涨0.75%，纳斯达克指数涨0.69%，道琼斯指数涨0.4%。大型科技股涨跌互现，特斯拉涨超5%，奈飞涨近5%，苹果市值重上2万亿美元，微软跌4.37%至近两个月新低，创去年10月26日来最大跌幅。中概股方面：纳斯达克金龙中国指数涨8.57%，京东涨超14%，小鹏汽车、阿里巴巴涨逾13%，蔚来、百度涨超10%。期权市场总成交量达44,020,181张合约，其中，看涨期权占比47%。标普指数ETF-SPY期权成交850万张合约，其中，看跌期权占比61%。二、期权成交总量TOP10特斯拉周三涨超5%，报113.64美元。期权合约成交329.6万张，看涨期权占全部期权交易的40%。2023年1月6日到期行权价为100美元看跌期权的成交量特别高，成交量为112,656张。但是，2023年1月6日到期行权价为115美元看涨期权的成交量也同样特别高。这意味着在期权市场中，多空方发生了明显的分歧。苹果周三上涨1%，报126.36美元。期权合约成交170.3万张，看涨期权占全部期权交易的34%。在2023年1月6日到期的期权中，多空双方发生了明显的分歧。“杀白马”行情轮到微软！云服务增长被指将严重下滑！微软周三跌超4%，报229.10美元。瑞银软件行业研究团队在发布的报告中表示，微软的Azure云服务正在进入（营收增速）陡峭下滑的阶段，在2023/2024财年的表现可能要比许多投资者的测算更加糟糕。与此同时，瑞银警告称云服务市场可能正在接近饱和状态。微软期权合约成交88.98万张，看涨期权占全部期权交易的40%。2023年1月6日到期行权价为225美元看跌期权的成交量特别高，成交量为31,647张。三、异动观察阿里巴巴周三涨逾13%，报103.92美元。2023年1月6日到期行权价为105美元看涨期权的成交量特别高，成交量为29,642张。中国大盘股ETF-iShares周三涨超6%，报31.19美元。2023年2月17日到期行权价为34美元看涨期权的成交量特别高，成交量为127,580张。美光科技周三涨超7%，报54.20美元。2023年1月6日到期行权价为53美元看跌期权的成交量特别高，成交量为11,372张。","news_type":1,"symbols_score_info":{"MU":0.9,"TSLA":0.9,"QQQ":0.9,"BABA":0.9,"SPY":0.9,"MSFT":0.9,"AAPL":0.9,"FXI":0.9}},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959105288,"gmtCreate":1672922274944,"gmtModify":1676538758182,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959105288","repostId":"1173847636","repostType":4,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959109865,"gmtCreate":1672920175458,"gmtModify":1676538757978,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586350955637820","authorIdStr":"3586350955637820"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959109865","repostId":"1148970194","repostType":4,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":653670082,"gmtCreate":1680854753347,"gmtModify":1680854753347,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/a95e78091bb11390a657458b55d6f707","width":"2360","height":"1312"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/653670082","isVote":1,"tweetType":1,"viewCount":3400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949255257,"gmtCreate":1678710978380,"gmtModify":1678710982462,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>[流泪]&nbsp;","listText":"<a 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TIGR is just this value. no future in stock price. one day have to accept investing in this."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949614448,"gmtCreate":1678587419684,"gmtModify":1678587422996,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$亚马逊(AMZN)$ &nbsp;</a>[得意]&nbsp;","text":"$亚马逊(AMZN)$ [得意]","images":[{"img":"https://community-static.tradeup.com/news/fbeac8e783dc6f644a48545ffa3db424","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949614448","isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966834489,"gmtCreate":1669477496942,"gmtModify":1676538200550,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966834489","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069910254,"gmtCreate":1651216571136,"gmtModify":1676534872449,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069910254","repostId":"1128249329","repostType":4,"repost":{"id":"1128249329","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":1651046450,"share":"https://ttm.financial/m/news/1128249329?lang=&edition=fundamental","pubTime":"2022-04-27 16:00","market":"other","language":"zh","title":"提醒：五一劳动节、开斋节股市休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1128249329","media":"老虎资讯综合","summary":"请留意股市休市时间，并提前安排好您的投资计划。","content":"<html><head></head><body><p>尊敬的投资者：</p><p>劳动节（5月1日）即将到来，新加坡市场、香港市场和A股市场的交易活动将受到影响。此外，新加坡市场也将因开斋节（5月3日）而休市。请留意具体情况，提前安排好您的投资计划。</p><p><img src=\"https://static.tigerbbs.com/f91044bce608b672752b90e047c02f65\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利！</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>照常交易</p><p><b>港股</b></p><p>5月2日（周一）休市，5月3日（周二）起照常开市。</p><p><b>A股</b></p><p>5月2日（周一）至5月4日（周三）休市，5月5日（周四）起照常开市。</p><p><b>沪股通、深股通</b></p><p>5月2日（周一）至5月4日（周三）关闭，5月5日（周四）照常开市。</p><p><b>港股通</b></p><p>4月28日（周四）至5月4日（周三）关闭，5月5日（周四）起照常开市。</p><p><b>新加坡市场</b></p><p>劳动节：5月2日（周一）休市。</p><p>开斋节：5月3日（周二）休市，5月4日（周三）起照常开市。</p><p><b>澳大利亚股市</b></p><p>照常交易。</p><p><b>背景简介</b></p><p>五一劳动节：国际劳动节又称“五一国际劳动节”(International Workers&#39; Day或者May Day)，是世界上80多个国家的全国性节日。1889年7月，由恩格斯领导的第二国际在巴黎举行代表大会。会议通过决议，把5月1日这一天定为国际劳动节。中央人民政府政务院于1949年12月作出决定，将5月1日确定为劳动节。</p><p>开斋节：伊斯兰教主要节日之一。与宰牲节并称为伊斯兰教的两大节日。根据穆罕默德关于“见新月封斋，见新月开斋”的训谕，每年斋月始于伊斯兰教历9月初新月出现，结束于教历10月初见到新月时为止。</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>提醒：五一劳动节、开斋节股市休市安排一览</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提醒：五一劳动节、开斋节股市休市安排一览\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\">2022-04-27 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>尊敬的投资者：</p><p>劳动节（5月1日）即将到来，新加坡市场、香港市场和A股市场的交易活动将受到影响。此外，新加坡市场也将因开斋节（5月3日）而休市。请留意具体情况，提前安排好您的投资计划。</p><p><img src=\"https://static.tigerbbs.com/f91044bce608b672752b90e047c02f65\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>预祝投资顺利！</p><p>老虎证券</p><p><b>休市安排</b></p><p><b>美股</b></p><p>照常交易</p><p><b>港股</b></p><p>5月2日（周一）休市，5月3日（周二）起照常开市。</p><p><b>A股</b></p><p>5月2日（周一）至5月4日（周三）休市，5月5日（周四）起照常开市。</p><p><b>沪股通、深股通</b></p><p>5月2日（周一）至5月4日（周三）关闭，5月5日（周四）照常开市。</p><p><b>港股通</b></p><p>4月28日（周四）至5月4日（周三）关闭，5月5日（周四）起照常开市。</p><p><b>新加坡市场</b></p><p>劳动节：5月2日（周一）休市。</p><p>开斋节：5月3日（周二）休市，5月4日（周三）起照常开市。</p><p><b>澳大利亚股市</b></p><p>照常交易。</p><p><b>背景简介</b></p><p>五一劳动节：国际劳动节又称“五一国际劳动节”(International Workers&#39; Day或者May Day)，是世界上80多个国家的全国性节日。1889年7月，由恩格斯领导的第二国际在巴黎举行代表大会。会议通过决议，把5月1日这一天定为国际劳动节。中央人民政府政务院于1949年12月作出决定，将5月1日确定为劳动节。</p><p>开斋节：伊斯兰教主要节日之一。与宰牲节并称为伊斯兰教的两大节日。根据穆罕默德关于“见新月封斋，见新月开斋”的训谕，每年斋月始于伊斯兰教历9月初新月出现，结束于教历10月初见到新月时为止。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/558942e83c0149418769df06131301a0","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128249329","content_text":"尊敬的投资者：劳动节（5月1日）即将到来，新加坡市场、香港市场和A股市场的交易活动将受到影响。此外，新加坡市场也将因开斋节（5月3日）而休市。请留意具体情况，提前安排好您的投资计划。预祝投资顺利！老虎证券休市安排美股照常交易港股5月2日（周一）休市，5月3日（周二）起照常开市。A股5月2日（周一）至5月4日（周三）休市，5月5日（周四）起照常开市。沪股通、深股通5月2日（周一）至5月4日（周三）关闭，5月5日（周四）照常开市。港股通4月28日（周四）至5月4日（周三）关闭，5月5日（周四）起照常开市。新加坡市场劳动节：5月2日（周一）休市。开斋节：5月3日（周二）休市，5月4日（周三）起照常开市。澳大利亚股市照常交易。背景简介五一劳动节：国际劳动节又称“五一国际劳动节”(International Workers' Day或者May Day)，是世界上80多个国家的全国性节日。1889年7月，由恩格斯领导的第二国际在巴黎举行代表大会。会议通过决议，把5月1日这一天定为国际劳动节。中央人民政府政务院于1949年12月作出决定，将5月1日确定为劳动节。开斋节：伊斯兰教主要节日之一。与宰牲节并称为伊斯兰教的两大节日。根据穆罕默德关于“见新月封斋，见新月开斋”的训谕，每年斋月始于伊斯兰教历9月初新月出现，结束于教历10月初见到新月时为止。","news_type":1,"symbols_score_info":{"HSI":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929147814,"gmtCreate":1670632062638,"gmtModify":1676538407465,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a><v-v 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Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","listText":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX Oncology披露信息，下半年公司將率先公佈靶向CD47的融合蛋白evorpacept，針對胃癌的2期臨牀數據。這將是CD47靶向藥進攻實體瘤的重要里程碑節點。若ALX Oncology研發順利，CD47靶點的研發熱度勢必進一步升溫。相對ALX Oncology，市場更關心的是吉利德Magrolimab的進展，因爲其是全球研發進度最爲領先的CD47靶向藥之一。近期的JPM大會上，吉利德爲我們帶來了有關Magrolimab的最新消","text":"PD-1，十年難遇的大靶點，成就了默沙東，也吸引了無數想要逆襲的後來者。在藥企們的開拓下，衆多免疫治療靶點研發大步向前，並被寄予厚望，CD47靶點就是如此。作爲廣譜靶點，CD47潛力無限。中金公司認爲，隨着血液瘤適應症得到初步確證，且有多款藥物單藥或聯合在實體瘤中展現療效，預計CD47有望成爲新一代重磅靶點藥物。當然了，創新藥研發過程，總是充滿了看不見、想不到的危險。目前來看，成爲CD47靶點領域的“默沙東”並非易事。因爲紅細胞和血小板等細胞引起的安全性問題，一直是CD47通路藥物研發的阻礙。過去幾年，不斷有選手因難以平衡療效和安全性問題掉隊。最近的倒黴蛋，是一度被寄予厚望的Arch Oncology。當然，這並未影響市場對於CD47靶點的預期。因爲CD47靶點“四小龍”吉利德、天境生物、輝瑞和ALX Oncology的臨牀進展依然順利。“四小龍”作爲全球CD47領域的第一梯隊，已覆蓋了行業最有潛力的CD47藥物分子，使得後來者競爭壓力巨大，這次Arch Oncology的掉隊也是在情理之中。某種程度上，越來越多選手被出清，更突顯了種子選手的價值，這意味着更大的市場空間。/ 01 /距離真相越來越近對於CD47靶點研發來說，2023將是關鍵的一年。1月5日，ALX Oncology早早預告了其CD47單抗，在2023年的潛在里程碑節點。根據ALX 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data-views=\"1\"></v-v>[得意]&nbsp;","text":"$特斯拉(TSLA)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989405943","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932190553,"gmtCreate":1662887441973,"gmtModify":1676537158226,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932190553","repostId":"1156732473","repostType":4,"repost":{"id":"1156732473","kind":"news","pubTimestamp":1662864340,"share":"https://ttm.financial/m/news/1156732473?lang=&edition=fundamental","pubTime":"2022-09-11 10:45","market":"hk","language":"zh","title":"又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！","url":"https://stock-news.laohu8.com/highlight/detail?id=1156732473","media":"华尔街见闻","summary":"外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，","content":"<html><head></head><body><blockquote>外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。</blockquote><p>尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。</p><p>根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易ETF和易方达黄金ETF合计2.14亿份，持有市值达8.14亿元。</p><p>外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。</p><p><b>各大机构纷纷出手购金</b></p><p>博时黄金ETF半年报显示，截至上半年末，桥水全天候增强型中国私募证券投资基金三号、桥水全天候增强型中国私募证券投资基金一号和桥水全天候增强型中国私募证券投资基金二号分别持有该基金4662.48万份、929.42万份和871.06万份，分列其第二、第五和第六大持有人。<img src=\"https://static.tigerbbs.com/d84e9ebb320e0c5cf942975e5d8f6409\" tg-width=\"800\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p>桥水中国的上述3只基金也出现在华安黄金易ETF和易方达黄金ETF的十大持有人名单中。</p><p><img src=\"https://static.tigerbbs.com/d923e513e32f394e52f117fd17238ef7\" tg-width=\"800\" tg-height=\"377\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/f132a9df386c1583a50ba16302ccabe1\" tg-width=\"800\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/></p><p>实际上，除了桥水基金，多家内外资机构也在“扫货”黄金ETF。<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>同时现身博时黄金ETF和华安黄金易ETF，对这两只ETF的持有份额分别为444.52万份和2110万份。</p><p>此外，<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/000776\">广发证券</a>、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>和国盛证券同时现身博时黄金ETF，合计持有2567万份；兴全优选进取三个月持有期混合型基金中基金和华商嘉悦稳健养老目标一年持有期混合型发起式基金中基金(FOF)则分列华安黄金易ETF第九和第十大持有人。</p><p>公开资料显示，今年以来，上述3只黄金ETF均取得正收益。尤其是第一季度期间，伴随着全球股市及商品市场的震荡，黄金的避险功能凸显，黄金ETF也因此获得不错的收益。</p><p><b>金价短期陷入低迷</b></p><p>值得关注的是，在通胀持续走高的背景下，欧美央行普遍采取更为激进的货币政策来应对。</p><p>今年6月美联储议息会议大幅加息 75个基点，创下近30年以来最大幅度的单次加息后，点阵图显示后续加息路径较为激进，叠加美联储6月正式开启缩表，美国实际利率在二季度出现大幅回升，导致国际金价二季度持续承压走弱。</p><p>对此，世界黄金协会用“黄金艰难的夏天”来形容刚刚过去的这1个月的金价表现。来自世界黄金协会的统计显示，截至8月，金价环比走低，下跌2%至1715.9美元/盎司，已是连续第5个月下跌。而自7月中旬开始的反弹在未能突破1800美元/盎司的阻力位后，在8月中旬再度失去动力。</p><p>数据同时显示，从整体持仓看，8月全球黄金ETF流出51吨，与金价表现相一致，这也是黄金ETF连续第4个月出现外流。</p><p><img src=\"https://static.tigerbbs.com/91085dcbf94672dadd6ad1d385fbd9ec\" tg-width=\"800\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>世界黄金协会分析认为，这一表现是在收益率持续上升和美元走强的背景下出现的，背后原因正是因为美联储重申了其进一步收紧货币政策的承诺。</p><p><b>逢低配置或是良策</b></p><p>北京时间9月8日晚，欧洲央行召开货币政策会议，宣布将三大关键利率上调75个基点，调整后的利率将于9月14日生效。欧洲央行表示，当前通胀率仍过高，预计后续将进一步加息以抑制通胀。</p><p>对此，华泰期货的研报称，虽然欧洲央行如期加息，美联储官员的鹰派态度也不曾改变，但从桥水等知名基金大举增持黄金ETF的动作可以看出，目前机构对于黄金资产的配置仍存需求，黄金可适当逢低多配。</p><p>世界黄金协会的统计显示，今年1至4月份之间黄金ETF累计流入量的三分之二已被近期的流出相抵消。尽管如此，世界黄金协会仍认为，黄金交易量有望在9月份出现回升。</p><p>“在8月，黄金的交易量降至每天1090亿美元，远低于7月份的水平（1490亿美元）和第二季度的月均值（1260亿美元）。随着市场活动的回升，我们将继续关注期货头寸和ETF流量。”世界黄金协会表示，这两个指标是观察黄金市场情绪的关键指标。他们也预计，随着季节性因素的影响，将导致消费者需求增加，也可能使得黄金的交易水平提升。</p><p><a href=\"https://laohu8.com/S/600016\">民生银行</a>金融市场部分析师汤湘滨认为，短期看国际金价依然受美元强势的压制，目前国际金价还处于底部震荡状态，四季度后有望逐步反弹。“预计在美联储9月议息会议前，国际金价仍会在每盎司1680美元至1740美元这一底部区间震荡。而在9月议息会议靴子落地后，预计国际金价将转向反弹，建议在国际金价承压回落至1720美元下方时入场。”</p></body></html>","source":"wallstreetcn_api","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>又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又现“扫金热”！“黄金艰难的夏天”，巨头们却纷纷出手！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-11 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3670050><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3670050\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF","GLD":"黄金ETF-SPDR","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck"},"source_url":"https://wallstreetcn.com/articles/3670050","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156732473","content_text":"外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。尽管美元的持续走强给黄金带来不小压力，但更喜欢逆势布局的外资巨头们，却已开始出手，大幅加仓黄金ETF。根据最新披露的基金半年报，全球最大对冲基金桥水旗下私募产品现身多只黄金ETF的前十大持有人名单。数据显示，截至今年6月底，桥水（中国）投资管理有限公司持有博时黄金ETF、华安黄金易ETF和易方达黄金ETF合计2.14亿份，持有市值达8.14亿元。外资巨头的出手意味着什么？在业内分析人士看来，当前黄金市场的悲观预期正被市场充分计价，黄金或在未来迎来探底回升的窗口。各大机构纷纷出手购金博时黄金ETF半年报显示，截至上半年末，桥水全天候增强型中国私募证券投资基金三号、桥水全天候增强型中国私募证券投资基金一号和桥水全天候增强型中国私募证券投资基金二号分别持有该基金4662.48万份、929.42万份和871.06万份，分列其第二、第五和第六大持有人。桥水中国的上述3只基金也出现在华安黄金易ETF和易方达黄金ETF的十大持有人名单中。实际上，除了桥水基金，多家内外资机构也在“扫货”黄金ETF。巴克莱银行同时现身博时黄金ETF和华安黄金易ETF，对这两只ETF的持有份额分别为444.52万份和2110万份。此外，中信证券、广发证券、华泰证券和国盛证券同时现身博时黄金ETF，合计持有2567万份；兴全优选进取三个月持有期混合型基金中基金和华商嘉悦稳健养老目标一年持有期混合型发起式基金中基金(FOF)则分列华安黄金易ETF第九和第十大持有人。公开资料显示，今年以来，上述3只黄金ETF均取得正收益。尤其是第一季度期间，伴随着全球股市及商品市场的震荡，黄金的避险功能凸显，黄金ETF也因此获得不错的收益。金价短期陷入低迷值得关注的是，在通胀持续走高的背景下，欧美央行普遍采取更为激进的货币政策来应对。今年6月美联储议息会议大幅加息 75个基点，创下近30年以来最大幅度的单次加息后，点阵图显示后续加息路径较为激进，叠加美联储6月正式开启缩表，美国实际利率在二季度出现大幅回升，导致国际金价二季度持续承压走弱。对此，世界黄金协会用“黄金艰难的夏天”来形容刚刚过去的这1个月的金价表现。来自世界黄金协会的统计显示，截至8月，金价环比走低，下跌2%至1715.9美元/盎司，已是连续第5个月下跌。而自7月中旬开始的反弹在未能突破1800美元/盎司的阻力位后，在8月中旬再度失去动力。数据同时显示，从整体持仓看，8月全球黄金ETF流出51吨，与金价表现相一致，这也是黄金ETF连续第4个月出现外流。世界黄金协会分析认为，这一表现是在收益率持续上升和美元走强的背景下出现的，背后原因正是因为美联储重申了其进一步收紧货币政策的承诺。逢低配置或是良策北京时间9月8日晚，欧洲央行召开货币政策会议，宣布将三大关键利率上调75个基点，调整后的利率将于9月14日生效。欧洲央行表示，当前通胀率仍过高，预计后续将进一步加息以抑制通胀。对此，华泰期货的研报称，虽然欧洲央行如期加息，美联储官员的鹰派态度也不曾改变，但从桥水等知名基金大举增持黄金ETF的动作可以看出，目前机构对于黄金资产的配置仍存需求，黄金可适当逢低多配。世界黄金协会的统计显示，今年1至4月份之间黄金ETF累计流入量的三分之二已被近期的流出相抵消。尽管如此，世界黄金协会仍认为，黄金交易量有望在9月份出现回升。“在8月，黄金的交易量降至每天1090亿美元，远低于7月份的水平（1490亿美元）和第二季度的月均值（1260亿美元）。随着市场活动的回升，我们将继续关注期货头寸和ETF流量。”世界黄金协会表示，这两个指标是观察黄金市场情绪的关键指标。他们也预计，随着季节性因素的影响，将导致消费者需求增加，也可能使得黄金的交易水平提升。民生银行金融市场部分析师汤湘滨认为，短期看国际金价依然受美元强势的压制，目前国际金价还处于底部震荡状态，四季度后有望逐步反弹。“预计在美联储9月议息会议前，国际金价仍会在每盎司1680美元至1740美元这一底部区间震荡。而在9月议息会议靴子落地后，预计国际金价将转向反弹，建议在国际金价承压回落至1720美元下方时入场。”","news_type":1,"symbols_score_info":{"159831":0.9,"159934":0.9,"518880":0.9,"GCmain":0.9,"GLD":0.9,"GDX":0.9,"NUGT":0.9,"DUST":0.9,"SGUmain":0.9,"MGCmain":0.9,"SGCmain":0.9,"IAU":0.9}},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":396805470794304,"gmtCreate":1737901270731,"gmtModify":1737901273895,"author":{"id":"3586350955637820","authorId":"3586350955637820","name":"Tyliew","avatar":"https://static.tigerbbs.com/160e574cf1b0ade27622b7fde3d21d2b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586350955637820","idStr":"3586350955637820"},"themes":[],"htmlText":"S","listText":"S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/396805470794304","repostId":"2506359631","repostType":2,"repost":{"id":"2506359631","kind":"news","pubTimestamp":1737891399,"share":"https://ttm.financial/m/news/2506359631?lang=&edition=fundamental","pubTime":"2025-01-26 19:36","market":"hk","language":"zh","title":"康哲药业将联手麦济生物共同推动MG-K10人源化单抗注射液于中国市场上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2506359631","media":"证券日报","summary":"发稿人张敏本报讯（记者李雯珊）1月24日，康哲药业控股有限公司（以下简称“康哲药业”）发布公告称，通过其附属公司与湖南麦济生物技术股份有限公司（“麦济生物”）及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。根据协议，康哲药业获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.00867&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　发稿人张敏</p><p>　　本报讯 （记者李雯珊）1月24日，<span><a href=\"https://laohu8.com/S/00867\">康哲药业</a></span>控股有限公司（以下简称“<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">康哲药业</span>”）发布公告称，通过其附属公司与湖南麦济生物技术股份有限公司（“麦济生物”）及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。</p><p>　　根据协议，<span href=\"http://quote.eastmoney.com/unify/r/116.00867\" target=\"_blank\" web=\"1\">康哲药业</span>获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。据悉，MG-K10是一种创新的长效抗IL-4Rα人源化单抗，主要用于治疗包括特应性皮炎、哮喘等多种2型炎症性疾病。</p><p>　　目前MG-K10的特应性皮炎（AD）、哮喘和结节性痒疹已进入中国的III期临床试验阶段，且在成人中重度AD和哮喘的II期临床试验中显示出良好的疗效和安全性。</p><p>　　据弗若斯特沙利文报告，中国IL-4Rα靶向疗法的市场规模预期将于2030年达到40.8亿美元，2020年至2030年的复合年增长率为76.8%。目前已上市的抗IL-4Rα药物均需要每2周给药一次，而MG-K10只需每4周给药一次，同时呈现良好的疗效和安全性，具有成为同类最优（BIC）的潜力。</p><p>　　康哲药业相关人士对外表示，MG-K10将丰富公司在皮肤疾病治疗领域的全球差异化创新管线，并与现有产品组合高度协同。此外，公司将与麦济生物全力推动MG-K10于中国市场上市，为中国2型炎症性疾病相关患者带来给药频次更低，兼具良好疗效及安全性的治疗新选择。</p><p>（文章来源：<span>证券</span><span></span>日报）</p> </div></body></html>","source":"stock_eastmoney","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>康哲药业将联手麦济生物共同推动MG-K10人源化单抗注射液于中国市场上市</title>\n<style 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href=\"http://finance.eastmoney.com/a/202501263308459833.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4588":"碎股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","BK1191":"制药","BK1593":"医美概念股","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","SG9999015978.USD":"利安颠覆性创新基金A","YINN":"三倍做多富时中国ETF-Direxion","BK4585":"ETF&股票定投概念","BK4123":"调查和咨询服务","00867":"康哲药业","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) 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（记者李雯珊）1月24日，康哲药业控股有限公司（以下简称“康哲药业”）发布公告称，通过其附属公司与湖南麦济生物技术股份有限公司（“麦济生物”）及其附属公司就1类新药抗IL-4Rα人源化单抗注射液MG-K10签订合作协议。　　根据协议，康哲药业获得MG-K10在中国及新加坡的共同开发权及独家商业化权利。据悉，MG-K10是一种创新的长效抗IL-4Rα人源化单抗，主要用于治疗包括特应性皮炎、哮喘等多种2型炎症性疾病。　　目前MG-K10的特应性皮炎（AD）、哮喘和结节性痒疹已进入中国的III期临床试验阶段，且在成人中重度AD和哮喘的II期临床试验中显示出良好的疗效和安全性。　　据弗若斯特沙利文报告，中国IL-4Rα靶向疗法的市场规模预期将于2030年达到40.8亿美元，2020年至2030年的复合年增长率为76.8%。目前已上市的抗IL-4Rα药物均需要每2周给药一次，而MG-K10只需每4周给药一次，同时呈现良好的疗效和安全性，具有成为同类最优（BIC）的潜力。　　康哲药业相关人士对外表示，MG-K10将丰富公司在皮肤疾病治疗领域的全球差异化创新管线，并与现有产品组合高度协同。此外，公司将与麦济生物全力推动MG-K10于中国市场上市，为中国2型炎症性疾病相关患者带来给药频次更低，兼具良好疗效及安全性的治疗新选择。（文章来源：证券日报）","news_type":1,"symbols_score_info":{"YINN":1,"MG":1,"00867":1}},"isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}