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@中国基金报:中基優選私募基金50指數,最新週報
sunshine268
2022-08-15
$星展集团控股(D05.SI)$
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href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","text":"$星展集团控股(D05.SI)$..","images":[{"img":"https://community-static.tradeup.com/news/82ad39e4a48dd64f7d1cfcd07579b300","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999896595","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999043792,"gmtCreate":1660443525018,"gmtModify":1676533471376,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>..","text":"$星展集团控股(D05.SI)$..","images":[{"img":"https://community-static.tradeup.com/news/82ad39e4a48dd64f7d1cfcd07579b300","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999043792","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":171016835,"gmtCreate":1626695585027,"gmtModify":1703763478484,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171016835","repostId":"1104379742","repostType":4,"repost":{"id":"1104379742","pubTimestamp":1626693665,"share":"https://www.laohu8.com/m/news/1104379742?lang=&edition=full","pubTime":"2021-07-19 19:21","market":"us","language":"zh","title":"曾预见去年崩盘的分析师:波动率猛增在即,美股或大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1104379742","media":" 腾讯美股","summary":"一说起美股是否可能在近期大跌的问题,许多人的第一反应都是去查证各种股票估值,或者是投资者情绪的相关指标。这种做法当然是非常容易理解的,因为无论是估值还是市场情绪,在预测后市方面的确都颇为灵验,而众所周","content":"<p>一说起美股是否可能在近期大跌的问题,许多人的第一反应都是去查证各种股票估值,或者是投资者情绪的相关指标。这种做法当然是非常容易理解的,因为无论是估值还是市场情绪,在预测后市方面的确都颇为灵验,而众所周知,当下美股的估值居高不下,而投资者情绪高度乐观,都已经有相当的时间了。</p>\n<p>不过,亨里奇(Sven Henrich)却别辟蹊径,选择了从第三个角度去切入——他选择的,是波动率。</p>\n<p>亨里奇是一位广受推崇的技术分析专家,也是NorthmanTrader.com的创始人,他在上周发布的一份研究报告当中解释说,自己预计由于一系列原因,美股市场将在未来几个月迎来波动率的一波急剧窜升。</p>\n<p>亨里奇发现,芝加哥期权交易所波动率指数(VIX)已经进入了大涨的模式。波动率指数又被人称作是“恐惧指标”,其走向往往是和标普500指数恰好相反的。最典型的例子之一,就来自2020年的2月,在疫情肆虐,美国开启封锁,导致股市上演抛售风暴的前夜,“恐惧指标”就曾经飙涨。</p>\n<p>亨里奇发现,过去四年的波动率指数历史表现,可以分为若干个楔形趋势区间,每当区间缩窄,波动率就将暴增,这一模式已经被近几年的历史充分证明了。</p>\n<p><img src=\"https://static.tigerbbs.com/fa0b62d9af5c9e6b7aede5d53284b946\" tg-width=\"641\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>亨里奇在研究报告当中指出,其他市场各个局部的波动率指标表现,也都呈现出类似的趋势。这些局部包括小型股票和科技股票等。两者的具体情况分别如下面两图所示,图的上半部为价格走势,而下半部为波动率走势。</p>\n<p>小型股票:</p>\n<p><img src=\"https://static.tigerbbs.com/8bd4c50f84c759383d055401a38edc6a\" tg-width=\"641\" tg-height=\"522\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>科技股票:</p>\n<p><img src=\"https://static.tigerbbs.com/904c85aaa516964fdf111857e87d1002\" tg-width=\"641\" tg-height=\"437\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>亨里奇在去年的美股崩盘前夕就曾经准确地发出预警,他这一次的判断是,覆盖整个美股大盘的波动率猛增将在今年年内或者明年年初到来,只是他也承认,想要判断出准确的时间点是非常困难的,局面的发展还要依靠一种关键的催化剂。</p>\n<p>“整个局面完全展开,可能需要数月之久的时间,但是所有这些模式所发出的信息却是完全一致的:波动率的猛增即将到来,而在这个持续表现得似乎只有上涨一个前进方向的市场上,每一个低点都会被投资者拼命抓住,当作买进的机会,而这只能使得市场和历史趋势进一步脱节。”</p>\n<p>“如果说我们去年当中曾经学到了什么东西的话,那么就是这一点:极端完全可以变得更加极端。当局面已经发展到今天的这个地步,人们对下跌的反应,其程度之剧烈完全可能超出所有人的想象。”他继续解释道,“没有谁能够准确告诉我们,顶部到底何时到来,但是整个市场的宏观画面确实是日益泡沫化,表面之下的基础正变得越来越虚弱。”</p>\n<p>就所谓虚弱,亨里奇指出,一个最简单的事实就是,虽然标普500指数正在不断创下新高,但是其市场宽度和相对强弱情况,其实都在恶化。</p>\n<p><img src=\"https://static.tigerbbs.com/8e9372f8649fdd97edd91ac7718e4d1f\" tg-width=\"569\" tg-height=\"526\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>亨里奇并没有特别明确地说出,在他看来,美股到底该下跌多少才合适,但是他确实将现在的情况和1998年进行了比较,认为两者高度相似,而1998年的那次,美股是在抛售中下跌了20%。亨里奇表示,虽然20%的跌势,已经符合了所谓“熊市”的定义,但是实际上,对于大盘而言,这却是“健康”的,而且到那时候,买进机会就会出现。</p>\n<p>伴随各大主流指数持续上行,多种指标的读数都达到了史上仅见的地步,亨里奇却别辟蹊径,从纯技术角度着手,得出了股市需要一次重置的可信结论。</p>\n<p>其实,华尔街上也有一些观察家认为,20%跌幅成为现实的可能性是完全存在的。虽然一部分策略师认为美股还有进一步上涨的空间,但是业界的两名重量级人物,美国银行的萨布拉玛尼安(Savita Subramanian)和史迪福的班尼斯特(Barry Bannister)为标普500指数确定的年底目标点位却都是3800点,与目前大约4350点的实际点位相比,意味着到年底前,将上演跌幅超过12%的盘整。</p>\n<p>高盛首席美股策略师柯斯汀(David Kostin)最近也在一份研究报告当中指出,如果债市指标十年期国债收益率从目前的1.3%迅速窜升到2.5%,则美股预计将下跌18%。</p>\n<p>通货膨胀率目前已经连续三个月超过预期了,而且还在持续上行,不断让所有人感到吃惊,而在这种情况下,债券投资者其实已经可以开始要求更高的收益率了。债券收益率变得更高,也就意味着债券相对于股票的魅力就会变得越大,最终导致投资者放弃高风险的股票,转向这些零风险的资产。</p>\n<p>美股市场所面临的其他威胁也不容小觑。比如说,新冠病毒的Delta变种正在美国迅速蔓延,完全可能导致政府被迫采取进一步的封锁措施。还有,如果经济真的呈现出过热的态势,联储也可能做出决定,在比预期更早的时间就开始缩减他们的购债力度,使得持续流入经济和金融系统的流动性减少。</p>\n<p>当然,无论如何,至少今年迄今为止的行情,依然使得熊派看上去颇为愚蠢。未来一段时间内,背靠联储后盾的牛派也完全可能继续快活一段日子。只不过,伴随各种指标的情况日益极端,当市场真的在未来某一时间大跌,投资者其实也没有任何理由感到吃惊。</p>","source":"txmg","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>曾预见去年崩盘的分析师:波动率猛增在即,美股或大跌</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曾预见去年崩盘的分析师:波动率猛增在即,美股或大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 19:21 北京时间 <a href=https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一说起美股是否可能在近期大跌的问题,许多人的第一反应都是去查证各种股票估值,或者是投资者情绪的相关指标。这种做法当然是非常容易理解的,因为无论是估值还是市场情绪,在预测后市方面的确都颇为灵验,而众所周知,当下美股的估值居高不下,而投资者情绪高度乐观,都已经有相当的时间了。\n不过,亨里奇(Sven Henrich)却别辟蹊径,选择了从第三个角度去切入——他选择的,是波动率。\n亨里奇是一位广受推崇的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/Cfko28qeZW8DRsNdfM-T7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104379742","content_text":"一说起美股是否可能在近期大跌的问题,许多人的第一反应都是去查证各种股票估值,或者是投资者情绪的相关指标。这种做法当然是非常容易理解的,因为无论是估值还是市场情绪,在预测后市方面的确都颇为灵验,而众所周知,当下美股的估值居高不下,而投资者情绪高度乐观,都已经有相当的时间了。\n不过,亨里奇(Sven Henrich)却别辟蹊径,选择了从第三个角度去切入——他选择的,是波动率。\n亨里奇是一位广受推崇的技术分析专家,也是NorthmanTrader.com的创始人,他在上周发布的一份研究报告当中解释说,自己预计由于一系列原因,美股市场将在未来几个月迎来波动率的一波急剧窜升。\n亨里奇发现,芝加哥期权交易所波动率指数(VIX)已经进入了大涨的模式。波动率指数又被人称作是“恐惧指标”,其走向往往是和标普500指数恰好相反的。最典型的例子之一,就来自2020年的2月,在疫情肆虐,美国开启封锁,导致股市上演抛售风暴的前夜,“恐惧指标”就曾经飙涨。\n亨里奇发现,过去四年的波动率指数历史表现,可以分为若干个楔形趋势区间,每当区间缩窄,波动率就将暴增,这一模式已经被近几年的历史充分证明了。\n\n亨里奇在研究报告当中指出,其他市场各个局部的波动率指标表现,也都呈现出类似的趋势。这些局部包括小型股票和科技股票等。两者的具体情况分别如下面两图所示,图的上半部为价格走势,而下半部为波动率走势。\n小型股票:\n\n科技股票:\n\n亨里奇在去年的美股崩盘前夕就曾经准确地发出预警,他这一次的判断是,覆盖整个美股大盘的波动率猛增将在今年年内或者明年年初到来,只是他也承认,想要判断出准确的时间点是非常困难的,局面的发展还要依靠一种关键的催化剂。\n“整个局面完全展开,可能需要数月之久的时间,但是所有这些模式所发出的信息却是完全一致的:波动率的猛增即将到来,而在这个持续表现得似乎只有上涨一个前进方向的市场上,每一个低点都会被投资者拼命抓住,当作买进的机会,而这只能使得市场和历史趋势进一步脱节。”\n“如果说我们去年当中曾经学到了什么东西的话,那么就是这一点:极端完全可以变得更加极端。当局面已经发展到今天的这个地步,人们对下跌的反应,其程度之剧烈完全可能超出所有人的想象。”他继续解释道,“没有谁能够准确告诉我们,顶部到底何时到来,但是整个市场的宏观画面确实是日益泡沫化,表面之下的基础正变得越来越虚弱。”\n就所谓虚弱,亨里奇指出,一个最简单的事实就是,虽然标普500指数正在不断创下新高,但是其市场宽度和相对强弱情况,其实都在恶化。\n\n亨里奇并没有特别明确地说出,在他看来,美股到底该下跌多少才合适,但是他确实将现在的情况和1998年进行了比较,认为两者高度相似,而1998年的那次,美股是在抛售中下跌了20%。亨里奇表示,虽然20%的跌势,已经符合了所谓“熊市”的定义,但是实际上,对于大盘而言,这却是“健康”的,而且到那时候,买进机会就会出现。\n伴随各大主流指数持续上行,多种指标的读数都达到了史上仅见的地步,亨里奇却别辟蹊径,从纯技术角度着手,得出了股市需要一次重置的可信结论。\n其实,华尔街上也有一些观察家认为,20%跌幅成为现实的可能性是完全存在的。虽然一部分策略师认为美股还有进一步上涨的空间,但是业界的两名重量级人物,美国银行的萨布拉玛尼安(Savita Subramanian)和史迪福的班尼斯特(Barry Bannister)为标普500指数确定的年底目标点位却都是3800点,与目前大约4350点的实际点位相比,意味着到年底前,将上演跌幅超过12%的盘整。\n高盛首席美股策略师柯斯汀(David Kostin)最近也在一份研究报告当中指出,如果债市指标十年期国债收益率从目前的1.3%迅速窜升到2.5%,则美股预计将下跌18%。\n通货膨胀率目前已经连续三个月超过预期了,而且还在持续上行,不断让所有人感到吃惊,而在这种情况下,债券投资者其实已经可以开始要求更高的收益率了。债券收益率变得更高,也就意味着债券相对于股票的魅力就会变得越大,最终导致投资者放弃高风险的股票,转向这些零风险的资产。\n美股市场所面临的其他威胁也不容小觑。比如说,新冠病毒的Delta变种正在美国迅速蔓延,完全可能导致政府被迫采取进一步的封锁措施。还有,如果经济真的呈现出过热的态势,联储也可能做出决定,在比预期更早的时间就开始缩减他们的购债力度,使得持续流入经济和金融系统的流动性减少。\n当然,无论如何,至少今年迄今为止的行情,依然使得熊派看上去颇为愚蠢。未来一段时间内,背靠联储后盾的牛派也完全可能继续快活一段日子。只不过,伴随各种指标的情况日益极端,当市场真的在未来某一时间大跌,投资者其实也没有任何理由感到吃惊。","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147187668,"gmtCreate":1626342072854,"gmtModify":1703758258545,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147187668","repostId":"2151287955","repostType":4,"repost":{"id":"2151287955","pubTimestamp":1626340266,"share":"https://www.laohu8.com/m/news/2151287955?lang=&edition=full","pubTime":"2021-07-15 17:11","market":"us","language":"zh","title":"IBM宣布将收购Bluetab,扩展数据和混合云咨询服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2151287955","media":"TechWeb ","summary":"7月15日消息,据国外媒体报道,今日,IBM宣布,它将收购企业软件和服务公司Bluetab Solutions Group, S.L.(以下简称Bluetab),以在欧洲和拉丁美洲扩展数据和混合云咨询","content":"<p>7月15日消息,据国外媒体报道,今日,<a href=\"https://laohu8.com/S/IBM\">IBM</a>宣布,它将收购企业软件和服务公司Bluetab Solutions Group, S.L.(以下简称Bluetab),以在欧洲和拉丁美洲扩展数据和混合云咨询服务。<img src=\"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5\" tg-width=\"474\" tg-height=\"336\" referrerpolicy=\"no-referrer\">通过收购Bluetab,IBM的目标是在欧洲、拉丁美洲和北美进一步推进其混合云和人工智能(AI)战略。IBM表示,这笔交易预计将于2021年第三季度完成。</p>\n<p>Bluetab成立于2005年,总部位于马德里,是一家企业软件和服务公司,该公司在英国、墨西哥和西班牙设有办事处,提供旨在帮助企业采用混合多云数据平台的产品。</p>\n<p>IBM是混合云和人工智能及商业服务提供商。在过去10年里,该公司进行了大规模重组,它剥离了旧的业务部门,进入咨询、云计算、人工智能和量子计算领域。</p>","source":"Techweb","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>IBM宣布将收购Bluetab,扩展数据和混合云咨询服务</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\">\nIBM宣布将收购Bluetab,扩展数据和混合云咨询服务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 17:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b><strong>TechWeb </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月15日消息,据国外媒体报道,今日,IBM宣布,它将收购企业软件和服务公司Bluetab Solutions Group, S.L.(以下简称Bluetab),以在欧洲和拉丁美洲扩展数据和混合云咨询服务。通过收购Bluetab,IBM的目标是在欧洲、拉丁美洲和北美进一步推进其混合云和人工智能(AI)战略。IBM表示,这笔交易预计将于2021年第三季度完成。\nBluetab成立于2005年,总部...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95bcc307b17cd1bbda104fd4d7c6a2c5","relate_stocks":{"IBM":"IBM"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021071516421277532d2a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151287955","content_text":"7月15日消息,据国外媒体报道,今日,IBM宣布,它将收购企业软件和服务公司Bluetab Solutions Group, S.L.(以下简称Bluetab),以在欧洲和拉丁美洲扩展数据和混合云咨询服务。通过收购Bluetab,IBM的目标是在欧洲、拉丁美洲和北美进一步推进其混合云和人工智能(AI)战略。IBM表示,这笔交易预计将于2021年第三季度完成。\nBluetab成立于2005年,总部位于马德里,是一家企业软件和服务公司,该公司在英国、墨西哥和西班牙设有办事处,提供旨在帮助企业采用混合多云数据平台的产品。\nIBM是混合云和人工智能及商业服务提供商。在过去10年里,该公司进行了大规模重组,它剥离了旧的业务部门,进入咨询、云计算、人工智能和量子计算领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144213070,"gmtCreate":1626299585590,"gmtModify":1703757243042,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"....","listText":"....","text":"....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144213070","repostId":"1167329024","repostType":4,"repost":{"id":"1167329024","pubTimestamp":1626273220,"share":"https://www.laohu8.com/m/news/1167329024?lang=&edition=full","pubTime":"2021-07-14 22:33","market":"us","language":"zh","title":"阿联酋能源部澄清:未就原油供应达成协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1167329024","media":"金十数据","summary":"欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,阿联酋能源部又澄清。\n周三晚间19:00左右,据欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,意味着欧佩克+协议将延长到2022年","content":"<p>欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,阿联酋能源部又澄清。</p>\n<p>周三晚间19:00左右,据欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,<b>意味着欧佩克+协议将延长到2022年底</b>。在未来的产量协议中,<b>阿联酋的石油产量基线将提高到365万桶/日,高于目前约316万桶/日的水平</b>。</p>\n<p>消息传出后,两油价格下跌后反弹。美、布两油期货短线下挫后走高,日内跌幅收窄至0.4%,截至发稿前,分别报75.04美元/桶和76.38美元/桶。NYMEX最活跃WTI原油主力期货合约北京时间7月14日19:07一分钟内买卖盘面瞬间成交5808手,交易合约总价值4.35亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/0876a8df979dc935c80503ef3e263424\" tg-width=\"906\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p>\n<p>欧佩克+代表称,<b>阿联酋解决了欧佩克僵局,同意提高产量基线,不久之后将设定新的会议的日期</b>。</p>\n<p>市场分析指出,欧佩克+此前因阿联酋生产基线问题未能就增产达成一致,维持580万桶/日的减产幅度不变,增加了市场供应短缺的担忧,给油价带来支撑,此次沙特和阿联酋就生产基线问题达成一致,<b>欧佩克+有望能在短期内就增产作出决定,缓解市场供应短期的担忧</b>。</p>\n<p>不过同时沙特和阿联酋相互妥协或意味着减产行动会延长到2022年底,同时也<b>缓解了市场关于其它产油国跟随阿联酋无序增产的担忧</b>,这也是油价短线下挫后便反弹的原因。</p>\n<p>但剧情在几小时后出现反转,晚间22点左右,<b><u>阿联酋能源部澄清,尚未与欧佩克+就供应问题达成协议,讨论仍在继续。</u></b></p>\n<p>上周,欧佩克组织及其盟友被迫放弃了一项提高石油产量的初步协议,原因是阿联酋在最后一刻提出了反对意见,希望将自身基线产量调升至384.1万桶/日。如果该妥协方案在新的会议上获得批准,可能为提高产量开辟道路,尽管一些成员国已经锁定了8月份的大部分供应量。</p>\n<p>阿联酋此前希望在需求和价格强劲之际,尽可能多地开采和销售石油。收益将帮助该国经济摆脱对石油的依赖。阿联酋的未开发原油储量位居世界前列,多年来,该政府一直表示,他们不担心在遥远的未来找到原油买家。</p>\n<p>阿联酋一位石油高管曾表示:</p>\n<blockquote>\n “市场份额是一个关键因素,我们想要更大的市场份额,尽可能地将我们的储备货币化,尤其是在我们已经花费数十亿美元开发这些储备的时候。”\n</blockquote>\n<p>在此前7月的欧佩克+会议中,沙特曾与阿联酋谈崩,没有达成协议。在那以后,俄罗斯一直在幕后推动沙特和阿联酋重回谈判桌,寻求达成协议的途径。</p>\n<p>此外,在周一的一份联合声明中,沙特和阿曼也呼吁欧佩克+继续合作,并赞扬了欧佩克+稳定油市的工作。</p>","source":"jssj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿联酋能源部澄清:未就原油供应达成协议</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阿联酋能源部澄清:未就原油供应达成协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 22:33 北京时间 <a href=https://xnews.jin10.com/details/77763><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,阿联酋能源部又澄清。\n周三晚间19:00左右,据欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,意味着欧佩克+协议将延长到2022年底。在未来的产量协议中,阿联酋的石油产量基线将提高到365万桶/日,高于目前约316万桶/日的水平。\n消息传出后,两油价格下跌后反弹。美、布两油期货短线下挫后走高,日内跌幅收窄至0.4%,截至发稿前,...</p>\n\n<a href=\"https://xnews.jin10.com/details/77763\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/77763","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167329024","content_text":"欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,阿联酋能源部又澄清。\n周三晚间19:00左右,据欧佩克+消息人士透露,沙特和阿联酋就石油生产协议达成妥协,意味着欧佩克+协议将延长到2022年底。在未来的产量协议中,阿联酋的石油产量基线将提高到365万桶/日,高于目前约316万桶/日的水平。\n消息传出后,两油价格下跌后反弹。美、布两油期货短线下挫后走高,日内跌幅收窄至0.4%,截至发稿前,分别报75.04美元/桶和76.38美元/桶。NYMEX最活跃WTI原油主力期货合约北京时间7月14日19:07一分钟内买卖盘面瞬间成交5808手,交易合约总价值4.35亿美元。\n\n欧佩克+代表称,阿联酋解决了欧佩克僵局,同意提高产量基线,不久之后将设定新的会议的日期。\n市场分析指出,欧佩克+此前因阿联酋生产基线问题未能就增产达成一致,维持580万桶/日的减产幅度不变,增加了市场供应短缺的担忧,给油价带来支撑,此次沙特和阿联酋就生产基线问题达成一致,欧佩克+有望能在短期内就增产作出决定,缓解市场供应短期的担忧。\n不过同时沙特和阿联酋相互妥协或意味着减产行动会延长到2022年底,同时也缓解了市场关于其它产油国跟随阿联酋无序增产的担忧,这也是油价短线下挫后便反弹的原因。\n但剧情在几小时后出现反转,晚间22点左右,阿联酋能源部澄清,尚未与欧佩克+就供应问题达成协议,讨论仍在继续。\n上周,欧佩克组织及其盟友被迫放弃了一项提高石油产量的初步协议,原因是阿联酋在最后一刻提出了反对意见,希望将自身基线产量调升至384.1万桶/日。如果该妥协方案在新的会议上获得批准,可能为提高产量开辟道路,尽管一些成员国已经锁定了8月份的大部分供应量。\n阿联酋此前希望在需求和价格强劲之际,尽可能多地开采和销售石油。收益将帮助该国经济摆脱对石油的依赖。阿联酋的未开发原油储量位居世界前列,多年来,该政府一直表示,他们不担心在遥远的未来找到原油买家。\n阿联酋一位石油高管曾表示:\n\n “市场份额是一个关键因素,我们想要更大的市场份额,尽可能地将我们的储备货币化,尤其是在我们已经花费数十亿美元开发这些储备的时候。”\n\n在此前7月的欧佩克+会议中,沙特曾与阿联酋谈崩,没有达成协议。在那以后,俄罗斯一直在幕后推动沙特和阿联酋重回谈判桌,寻求达成协议的途径。\n此外,在周一的一份联合声明中,沙特和阿曼也呼吁欧佩克+继续合作,并赞扬了欧佩克+稳定油市的工作。","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144219916,"gmtCreate":1626299465635,"gmtModify":1703757242054,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144219916","repostId":"2151515064","repostType":4,"repost":{"id":"2151515064","pubTimestamp":1626276376,"share":"https://www.laohu8.com/m/news/2151515064?lang=&edition=full","pubTime":"2021-07-14 23:26","market":"us","language":"zh","title":"重磅!贝莱德发布下半年投资四大主题","url":"https://stock-news.laohu8.com/highlight/detail?id=2151515064","media":"腾讯美股","summary":"腾讯证券7月14日讯,贝莱德作为全球最大资产管理公司,头号ETF发行商,他们的投资理念总是会引起市场的广泛关注。因此,当贝莱德iShares ETF部门北美投资策略主管乔杜里谈起他们眼中的下半年投资主题,当然会有很多投资者乐于洗耳恭听。对抗气候变化乔杜里表示,现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放,以防止全球气候进一步恶化。","content":"<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券7月14日讯,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>作为全球最大资产管理公司,头号ETF发行商,他们的投资理念总是会引起市场的广泛关注。</p>\n<p>因此,当贝莱德<a href=\"https://laohu8.com/S/EEME\">iShares</a> ETF部门北美投资策略主管乔杜里(Gargi Pal Chaudhuri)谈起他们眼中的下半年投资主题,当然会有很多投资者乐于洗耳恭听。</p>\n<p>她在研究报告当中写道:“2021年下半年当中,伴随疫苗为主导的,财政和货币政策为支持的全球经济重启持续下去,我们对欧洲股票转向看涨立场,对美国股市的一些领域、与通胀挂钩的债券,以及一个多元化的大宗商品篮子继续持建设性的态度。”</p>\n<p>对于贝莱德谈到的所有主题,投资者都有相应的ETF可以去利用。乔杜里也亲自推荐了一系列本公司,以及其他公司的基金产品,来帮助投资者把握这些机遇。</p>\n<p><b>(1)</b><b>通货膨胀</b><b>抬头</b></p>\n<p>伴随各种经济重启主题交易逐步展开,乔杜里将美国股票的总体评级调降为“中立”,而将欧洲股票调升为“增持”。这就意味着,她对美股的关注将主要集中在小型股票和景气周期性股票身上,并且充分理解全球央行银行家将会小心翼翼,避免伤及复苏。</p>\n<p>“虽然在2021年上半年当中,以高增长和快速提升的通货膨胀为中心的所谓再膨胀交易只是美股市场的主题,但是我们预计将来,这势头会蔓延到欧洲和日本市场。”</p>\n<p><b>如何利用?</b></p>\n<p>投资者有许多方法可以考虑,包括投资海外价值型ETF如<a href=\"https://laohu8.com/S/FNDC\">Schwab Fundamental International</a> Large Company ETF(FNDF)等,投资于均衡型欧洲ETF如ProShares Ultra FTSE Europe(UPV)等,投资于短期抗通胀债券基金如PIMCO 1-5 Year US TIPS Index ETF(STPZ)等,或者投资于银行板块ETF如Financial Select Sector SPDR Fund(XLF)等。</p>\n<p><b>(2)对抗气候变化</b></p>\n<p>乔杜里表示,现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放,以防止全球气候进一步恶化。这就意味着,各种相关技术,以及锂和铜等大宗商品都将得到新的投资。</p>\n<p>“全球经济正在向着零排放转型,即计划在2050年之前,不再有温室气体进入大气层。”她写道,“要在本世纪中叶达到零排放,从现在到2030年,每年所需的清洁能源投资必须增长三倍,达到大约4万亿美元。”</p>\n<p><b>如何利用?</b></p>\n<p>投资者可以选择清洁能源基金如Invesco Global Clean Energy ETF(PBD)等,环境、社会和企业治理方向基金如Vanguard ESG US Stock ETF(ESGV)等,大盘商品基金如iPath Bloomberg Commodity Index Total Return ETF(DJP)等。</p>\n<p><b>(3)基础设施建设</b></p>\n<p>基础设施或许是现在最火爆的投资主题了,乔杜里说,考虑到美国基础设施投资法案还在推动当中,这方面其实还有很大的投资空间。她指出,投资者既可以买进直接聚焦于基础设施的ETF,也可以通过购买市政公债和网络安全行业股票来迂回。</p>\n<p>“已经有大约31亿美元新投资进入了美国基础设施ETF。”她介绍道,“伴随华盛顿的谈判取得进展,基础设施建设从理论逐步成为现实,我们预计对流动性和透明度俱佳的基础设施投资渠道的需求将进一步提升。”</p>\n<p><b>如何利用?</b></p>\n<p>投资者可以选择基础设施基金如<a href=\"https://laohu8.com/S/PAVE\">Global X US Infrastructure Development ETF</a>(PAVE)等,市政公债基金如<a href=\"https://laohu8.com/S/FMNY\">First Trust Municipal High Income ETF</a>(FMHI)等,电动化导向型基金如<a href=\"https://laohu8.com/S/KARS\">KraneShares Electric Vehicles and Future Mobility Index ETF</a>(KARS)等,网络安全基金如First Trust Nasdaq Cybersecurity ETF(CIBR)等。</p>\n<p><b>(4) 股票杠铃配置</b></p>\n<p>乔杜里指出,那些价格较为低廉,且高度杠杆化的股票去年11月以来的表现就一直好于大盘,这就意味着在美股市场上,最低的果子都已经被摘走了,投资者现在是时候将视线投向复苏之路的更远处了。</p>\n<p>“现在,或许是应该倾向于那些周期中期阶段的受益者了,这些往往都是所谓品质股票,即基本面理想(股权回报率高,盈利逐年增速稳定,财务杠杆率低)。”她分析道,“我们看好科技板块,因为该领域整体而言,资产负债表和自由现金流情况都较为理想。”</p>\n<p>她补充道,强调品质还可以帮助投资者面对一些当今市场富于挑战性的特色,比如大家都担心企业原材料和劳动力成本上扬,利息支出增加,以及有效税率提高等。</p>\n<p><b>如何利用?</b></p>\n<p>投资者可以考虑品质股票基金如Flexshares International Quality Dividend Index Fund ETF(IQDF)和SPDR MSCI USA StrategicFactors ETF(QUS)等,或者是芯片行业基金Van Eck Vectors Semiconductor ETF(SMH)等。(费绿)</p>","source":"txmg","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重磅!贝莱德发布下半年投资四大主题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 23:26 北京时间 <a href=https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券7月14日讯,贝莱德作为全球最大资产管理公司,头号ETF发行商,他们的投资理念总是会引起市场的广泛关注。\n因此,当贝莱德iShares ETF部门北美投资策略主管乔杜里(Gargi Pal Chaudhuri)谈起他们眼中的下半年投资主题,当然会有很多投资者乐于洗耳恭听。\n她在研究报告当中写道:“2021年下半年当中,伴随疫苗为主导的,财政和货币政策为支持的全球经济重启持续下去,我们对欧洲...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a89c5f3f760cbba3e49a1923d85c3b4c","relate_stocks":{"BLK":"贝莱德",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://mp.weixin.qq.com/s/CS9GXo-3LVRoCysgt5-QOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151515064","content_text":"腾讯证券7月14日讯,贝莱德作为全球最大资产管理公司,头号ETF发行商,他们的投资理念总是会引起市场的广泛关注。\n因此,当贝莱德iShares ETF部门北美投资策略主管乔杜里(Gargi Pal Chaudhuri)谈起他们眼中的下半年投资主题,当然会有很多投资者乐于洗耳恭听。\n她在研究报告当中写道:“2021年下半年当中,伴随疫苗为主导的,财政和货币政策为支持的全球经济重启持续下去,我们对欧洲股票转向看涨立场,对美国股市的一些领域、与通胀挂钩的债券,以及一个多元化的大宗商品篮子继续持建设性的态度。”\n对于贝莱德谈到的所有主题,投资者都有相应的ETF可以去利用。乔杜里也亲自推荐了一系列本公司,以及其他公司的基金产品,来帮助投资者把握这些机遇。\n(1)通货膨胀抬头\n伴随各种经济重启主题交易逐步展开,乔杜里将美国股票的总体评级调降为“中立”,而将欧洲股票调升为“增持”。这就意味着,她对美股的关注将主要集中在小型股票和景气周期性股票身上,并且充分理解全球央行银行家将会小心翼翼,避免伤及复苏。\n“虽然在2021年上半年当中,以高增长和快速提升的通货膨胀为中心的所谓再膨胀交易只是美股市场的主题,但是我们预计将来,这势头会蔓延到欧洲和日本市场。”\n如何利用?\n投资者有许多方法可以考虑,包括投资海外价值型ETF如Schwab Fundamental International Large Company ETF(FNDF)等,投资于均衡型欧洲ETF如ProShares Ultra FTSE Europe(UPV)等,投资于短期抗通胀债券基金如PIMCO 1-5 Year US TIPS Index ETF(STPZ)等,或者投资于银行板块ETF如Financial Select Sector SPDR Fund(XLF)等。\n(2)对抗气候变化\n乔杜里表示,现在全世界许多国家都已经投入了总量上万亿量级的资金来削减碳排放,以防止全球气候进一步恶化。这就意味着,各种相关技术,以及锂和铜等大宗商品都将得到新的投资。\n“全球经济正在向着零排放转型,即计划在2050年之前,不再有温室气体进入大气层。”她写道,“要在本世纪中叶达到零排放,从现在到2030年,每年所需的清洁能源投资必须增长三倍,达到大约4万亿美元。”\n如何利用?\n投资者可以选择清洁能源基金如Invesco Global Clean Energy ETF(PBD)等,环境、社会和企业治理方向基金如Vanguard ESG US Stock ETF(ESGV)等,大盘商品基金如iPath Bloomberg Commodity Index Total Return ETF(DJP)等。\n(3)基础设施建设\n基础设施或许是现在最火爆的投资主题了,乔杜里说,考虑到美国基础设施投资法案还在推动当中,这方面其实还有很大的投资空间。她指出,投资者既可以买进直接聚焦于基础设施的ETF,也可以通过购买市政公债和网络安全行业股票来迂回。\n“已经有大约31亿美元新投资进入了美国基础设施ETF。”她介绍道,“伴随华盛顿的谈判取得进展,基础设施建设从理论逐步成为现实,我们预计对流动性和透明度俱佳的基础设施投资渠道的需求将进一步提升。”\n如何利用?\n投资者可以选择基础设施基金如Global X US Infrastructure Development ETF(PAVE)等,市政公债基金如First Trust Municipal High Income ETF(FMHI)等,电动化导向型基金如KraneShares Electric Vehicles and Future Mobility Index ETF(KARS)等,网络安全基金如First Trust Nasdaq Cybersecurity ETF(CIBR)等。\n(4) 股票杠铃配置\n乔杜里指出,那些价格较为低廉,且高度杠杆化的股票去年11月以来的表现就一直好于大盘,这就意味着在美股市场上,最低的果子都已经被摘走了,投资者现在是时候将视线投向复苏之路的更远处了。\n“现在,或许是应该倾向于那些周期中期阶段的受益者了,这些往往都是所谓品质股票,即基本面理想(股权回报率高,盈利逐年增速稳定,财务杠杆率低)。”她分析道,“我们看好科技板块,因为该领域整体而言,资产负债表和自由现金流情况都较为理想。”\n她补充道,强调品质还可以帮助投资者面对一些当今市场富于挑战性的特色,比如大家都担心企业原材料和劳动力成本上扬,利息支出增加,以及有效税率提高等。\n如何利用?\n投资者可以考虑品质股票基金如Flexshares International Quality Dividend Index Fund ETF(IQDF)和SPDR MSCI USA StrategicFactors ETF(QUS)等,或者是芯片行业基金Van Eck Vectors Semiconductor ETF(SMH)等。(费绿)","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146386777,"gmtCreate":1626053998799,"gmtModify":1703752402510,"author":{"id":"4087795059791090","authorId":"4087795059791090","name":"sunshine268","avatar":"https://static.tigerbbs.com/4723591e8a387c46e4f893c243634130","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"up up","listText":"up up","text":"up 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