LuckyMisaka的个人主页 - 老虎社区

LuckyMisaka

LuckyMisaka

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IP属地：广东

44关注

5粉丝

2主题

0勋章

2021-05-14

$哔哩哔哩(BILI)$88.3我买入建仓了 10天后再来看了[可爱]

2021-02-18

$百度(BIDU)$大家都说这样跌财报悬要我说这是主力知道财报利好做T呢坐等盘后起飞

2016-05-25

$切萨皮克能源(CHK)$好

2022-03-15

目睹了删赞现场这控评可以的

一图看懂 | 2022年中概股蒸发市值Top 10出炉！阿里巴巴居首

2022-01-30

笑死无脊椎动物还跟人谈上共振了是吧

以史为鉴，中美股市共振下行几时休？

2021-06-13

有当年洛克菲勒那味了

抱歉，原内容已删除

2019-05-18

$瑞幸咖啡(LK)$ 看公司可以看市值来判断其价格是否高估这股开出来的时候500亿人民币左右的市值去看看现在缺乏资金炒作回归价值成本的A股多少民营企业市值才2..30亿然后这个咖啡的品牌在中国以人民币计价想想有可能维持500亿吗这货长线看只会下跌回归真实价值除非有特大的事件改变了整个公司的性质

2016-05-27

$粤宏远Ａ(000573)$这货不行了，半个月后我再来

2021-05-13

$哔哩哔哩(BILI)$有🐶在疯狂砸盘

去老虎APP查看更多动态

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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\">2022-06-06 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股中概股盘前走高，<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>大涨50%，Boss直聘涨超20%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超8%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超6%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨近6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超5%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨5.4%。<a href=\"https://laohu8.com/S/GOTU\">高途</a>盘前涨超13%，Q1录得净利润5372万元，同比扭亏为盈。</p><p><img src=\"https://static.tigerbbs.com/6f108e5836c590479e889ce7bb090953\" tg-width=\"450\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDI":"滴滴(已退市)","DIDIY":"DiDi Global 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救不起来啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619718508","isVote":1,"tweetType":1,"viewCount":3478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634914573,"gmtCreate":1647325502931,"gmtModify":1647325502931,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"目睹了删赞现场 这控评可以的","listText":"目睹了删赞现场 这控评可以的","text":"目睹了删赞现场 这控评可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634914573","repostId":"1105447556","repostType":4,"repost":{"id":"1105447556","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":1647324624,"share":"https://www.laohu8.com/m/news/1105447556?lang=zh_CN&edition=full","pubTime":"2022-03-15 14:10","market":"hk","language":"zh","title":"一图看懂 | 2022年中概股蒸发市值Top 10出炉！阿里巴巴居首","url":"https://stock-news.laohu8.com/highlight/detail?id=1105447556","media":"老虎资讯综合","summary":"截至3月14日收盘，阿里巴巴以1112.29亿美元的蒸发市值领跑中概股，台积电紧随其后，滴滴年内的跌幅达64.66%，它今年的蒸发市值是现存市值的1.83倍。","content":"<html><head></head><body><p>截至3月14日收盘，阿里巴巴以1112.29亿美元的蒸发市值领跑中概股，台积电紧随其后，滴滴年内的跌幅达64.66%，它今年的蒸发市值是现存市值的1.83倍。<img src=\"https://static.tigerbbs.com/51f45e744e20107deb090c2ed662a76a\" tg-width=\"800\" tg-height=\"825\" 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>一图看懂 | 2022年中概股蒸发市值Top 10出炉！阿里巴巴居首</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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}\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一图看懂 | 2022年中概股蒸发市值Top 10出炉！阿里巴巴居首\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-15 14:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>截至3月14日收盘，阿里巴巴以1112.29亿美元的蒸发市值领跑中概股，台积电紧随其后，滴滴年内的跌幅达64.66%，它今年的蒸发市值是现存市值的1.83倍。<img src=\"https://static.tigerbbs.com/51f45e744e20107deb090c2ed662a76a\" tg-width=\"800\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51f45e744e20107deb090c2ed662a76a","relate_stocks":{"09888":"百度集团-SW","TSM":"台积电","BABA":"阿里巴巴","NTES":"网易","LI":"理想汽车","09988":"阿里巴巴-W","02015":"理想汽车-W","09866":"蔚来-SW","XPEV":"小鹏汽车","JD":"京东","NIO":"蔚来","DIDI":"滴滴(已退市)","PDD":"拼多多","09618":"京东集团-SW","09868":"小鹏汽车-W","BIDU":"百度","09999":"网易-S"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105447556","content_text":"截至3月14日收盘，阿里巴巴以1112.29亿美元的蒸发市值领跑中概股，台积电紧随其后，滴滴年内的跌幅达64.66%，它今年的蒸发市值是现存市值的1.83倍。","news_type":1,"symbols_score_info":{"PDD":0.9,"09988":0.9,"BIDU":0.9,"XPEV":0.9,"LI":0.9,"TSM":0.9,"02015":0.9,"JD":0.9,"NIO":0.9,"NTES":0.9,"09999":0.9,"BABA":0.9,"09618":0.9,"09868":0.9,"09866":0.9,"09888":0.9,"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":5475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633095180,"gmtCreate":1643533239490,"gmtModify":1643533239490,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"笑死 无脊椎动物还跟人谈上共振了是吧","listText":"笑死 无脊椎动物还跟人谈上共振了是吧","text":"笑死 无脊椎动物还跟人谈上共振了是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633095180","repostId":"2207280373","repostType":2,"repost":{"id":"2207280373","kind":"highlight","pubTimestamp":1643419685,"share":"https://www.laohu8.com/m/news/2207280373?lang=zh_CN&edition=full","pubTime":"2022-01-29 09:28","market":"sh","language":"zh","title":"以史为鉴，中美股市共振下行几时休？","url":"https://stock-news.laohu8.com/highlight/detail?id=2207280373","media":"格隆汇","summary":"中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，","content":"<html><head></head><body><p><b>中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。</b>从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，但作为市值在全球股市中排名前二的市场，中美股市共振下跌难免会加重投资者的悲观预期，<b>因此，谁能率先打破这种共振下行的局面，对于市场预期的逆转就显得尤为重要。</b></p><p><img src=\"https://static.tigerbbs.com/587bca836614e324a1876d063a58fcbd\" tg-width=\"992\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>金融危机后除去2020年3月新冠疫情爆发，中美股市的只出现过如下6次共振下跌：</p><p><b>2010年1月-2月（图2）：</b>中美股市这波开年下跌持续了23天，上证综指和标普500跌幅分别为7%和8%，<b>起因是1月18日中国央行上调存款准备金率，</b>在全球率先结束了超宽松的货币政策，A股由此在下跌后震荡；同期美股的下跌则叠加了欧债危机和金融监管新规的影响，但随着欧盟承诺救助希腊和强劲的美国财报数据公布，美股率先反弹。</p><p><b>2010年4月-7月（图2）：</b>这波持续了74天的共振下跌源于国内外政策面利空的叠加，上证综指和标普500跌幅分别为21%和16%，<b>同期中国“国十条”地产调控政策出台，而欧债危机则因希腊和葡萄牙评级遭下调再度发酵。</b>三季度随着中美经济数据的走弱，A股因紧缩政策告一段落而超跌反弹，美股则因宽松预期未兑现而继续震荡。</p><p><b>2011年7月-9月（图2）：</b>这波共振下跌持续了64天，上证综指和标普500跌幅分别为11%和13%。A股的下跌源于国内滞胀担忧的升温，亦叠加了地产调控的不放松，<b>而同期美股的走弱则因美债违约风险的加大，尤其是8月美债评级的下调。</b>此后美股因经济数据的持续改善迎来超跌后反弹，但A股则延续弱势震荡。</p><p><img src=\"https://static.tigerbbs.com/44db241e359d7022368870f1a2208ccc\" tg-width=\"949\" tg-height=\"527\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2015年8月-9月（图3）：</b>中美股市的下跌共持续了12天，上证综指和标普500跌幅分别为26%和7%。<b>导火索为我国“811”汇改，人民币的大幅贬值打乱了其自2005年以来稳步升值步伐，对全球股市形成冲击。</b>8月26日中国央行宣布降准降息，A股才逐步回暖。而美股方面，消化了利空因素后，强劲的基本面带动美股反弹。</p><p><b>2016年1月（图3）：</b>这波开年开始的共振下跌共持续11天，上证综指和标普500跌幅分别为18%和8%，<b>起因是我国2016年初生效的熔断机制，造成A股在1月4日和7日各熔断两次，外溢性波及美股，</b>1月7日晚我国证监会决定取消熔断机制，市场情绪逐渐稳定下中美股市企稳。</p><p><img src=\"https://static.tigerbbs.com/c0a7c5d461a4b0156c55374525672cf7\" tg-width=\"936\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2018年9月-12月（图4）：</b>中美股市的下跌共持续了70天，上证综指和标普500跌幅分别为7%和10%。9月18日，中美贸易战升级，美方宣布对来自中国进口的约2,000 亿美元商品加征关税，中美股市应声下挫。<b>12 月1日双方同意停止加征关税90 天，中美股市才逐渐企稳。</b></p><p><img src=\"https://static.tigerbbs.com/2d61b62cb0c0a1e75689d5732676c740\" tg-width=\"943\" tg-height=\"530\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在上述中美股市共振下行时期，<b>债券和黄金多为上涨，基本金属普遍下跌（表1）。</b></p><p><img src=\"https://static.tigerbbs.com/7d93808bafe1252a65e1295dae9c121b\" tg-width=\"948\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>综合上述复盘可以看出，政策的收紧或事件的冲击往往是中美股市共振下行的触发因素。因此，<b>扭转这一局面的最有效方式便是政策的纠偏或事件冲击的消退，但如果这两个条件尚不具备，则只能期待经济基本面的持续改善。</b></p><p><b>我们再来看2022年以来的这波中美股市共振下行，市场对美联储货币紧缩的担忧的回落无疑是一个主导因素，</b>而A股的下跌也叠加了国内稳增长政策出台的缓不济急。因此，要结束当前的局面，无非取决于两个条件：一是美联储重回鸽派，二是中国的稳增长政策开始见效。<b>就第一条件而言，我们认为美股的调整尚未结束。</b>这是美联储已经一致表达了遏制通胀的决心，除非金融条件大幅收紧，否则美联储短期内很难转鸽。<b>就第二个条件而言，我们认为A股有望在节后迎来反弹。</b>市场可能会担心1月金融数据不及预期，但即便出现这样的结果，我们认为货币宽松和财政发力的空间将进一步打开，而房地产销售大幅下滑会加速放松政策在节后的出台。因此，2022年一季度的宽信用虽然可能迟到，但不会缺席。</p><p><b>风险提示：</b>疫情扩散超预期，政策对冲经济下行力度不及预期</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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}\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以史为鉴，中美股市共振下行几时休？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 09:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/508330><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，但作为市值在全球股市中排名前二的市场，中美股市共振下跌难免会加重投资者的悲观预期，因此，谁能率先打破这种共振下行的局面，对于市场预期的逆转就显得尤为重要。金融危机后除去2020年3月新冠疫情爆发，中美...</p>\n\n<a href=\"http://www.gelonghui.com/p/508330\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5f37245cdd9f577000f7193c7907d3f","relate_stocks":{"BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BND":"债券指数ETF-Vanguard美国",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓"},"source_url":"http://www.gelonghui.com/p/508330","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2207280373","content_text":"中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，但作为市值在全球股市中排名前二的市场，中美股市共振下跌难免会加重投资者的悲观预期，因此，谁能率先打破这种共振下行的局面，对于市场预期的逆转就显得尤为重要。金融危机后除去2020年3月新冠疫情爆发，中美股市的只出现过如下6次共振下跌：2010年1月-2月（图2）：中美股市这波开年下跌持续了23天，上证综指和标普500跌幅分别为7%和8%，起因是1月18日中国央行上调存款准备金率，在全球率先结束了超宽松的货币政策，A股由此在下跌后震荡；同期美股的下跌则叠加了欧债危机和金融监管新规的影响，但随着欧盟承诺救助希腊和强劲的美国财报数据公布，美股率先反弹。2010年4月-7月（图2）：这波持续了74天的共振下跌源于国内外政策面利空的叠加，上证综指和标普500跌幅分别为21%和16%，同期中国“国十条”地产调控政策出台，而欧债危机则因希腊和葡萄牙评级遭下调再度发酵。三季度随着中美经济数据的走弱，A股因紧缩政策告一段落而超跌反弹，美股则因宽松预期未兑现而继续震荡。2011年7月-9月（图2）：这波共振下跌持续了64天，上证综指和标普500跌幅分别为11%和13%。A股的下跌源于国内滞胀担忧的升温，亦叠加了地产调控的不放松，而同期美股的走弱则因美债违约风险的加大，尤其是8月美债评级的下调。此后美股因经济数据的持续改善迎来超跌后反弹，但A股则延续弱势震荡。2015年8月-9月（图3）：中美股市的下跌共持续了12天，上证综指和标普500跌幅分别为26%和7%。导火索为我国“811”汇改，人民币的大幅贬值打乱了其自2005年以来稳步升值步伐，对全球股市形成冲击。8月26日中国央行宣布降准降息，A股才逐步回暖。而美股方面，消化了利空因素后，强劲的基本面带动美股反弹。2016年1月（图3）：这波开年开始的共振下跌共持续11天，上证综指和标普500跌幅分别为18%和8%，起因是我国2016年初生效的熔断机制，造成A股在1月4日和7日各熔断两次，外溢性波及美股，1月7日晚我国证监会决定取消熔断机制，市场情绪逐渐稳定下中美股市企稳。2018年9月-12月（图4）：中美股市的下跌共持续了70天，上证综指和标普500跌幅分别为7%和10%。9月18日，中美贸易战升级，美方宣布对来自中国进口的约2,000 亿美元商品加征关税，中美股市应声下挫。12 月1日双方同意停止加征关税90 天，中美股市才逐渐企稳。在上述中美股市共振下行时期，债券和黄金多为上涨，基本金属普遍下跌（表1）。综合上述复盘可以看出，政策的收紧或事件的冲击往往是中美股市共振下行的触发因素。因此，扭转这一局面的最有效方式便是政策的纠偏或事件冲击的消退，但如果这两个条件尚不具备，则只能期待经济基本面的持续改善。我们再来看2022年以来的这波中美股市共振下行，市场对美联储货币紧缩的担忧的回落无疑是一个主导因素，而A股的下跌也叠加了国内稳增长政策出台的缓不济急。因此，要结束当前的局面，无非取决于两个条件：一是美联储重回鸽派，二是中国的稳增长政策开始见效。就第一条件而言，我们认为美股的调整尚未结束。这是美联储已经一致表达了遏制通胀的决心，除非金融条件大幅收紧，否则美联储短期内很难转鸽。就第二个条件而言，我们认为A股有望在节后迎来反弹。市场可能会担心1月金融数据不及预期，但即便出现这样的结果，我们认为货币宽松和财政发力的空间将进一步打开，而房地产销售大幅下滑会加速放松政策在节后的出台。因此，2022年一季度的宽信用虽然可能迟到，但不会缺席。风险提示：疫情扩散超预期，政策对冲经济下行力度不及预期","news_type":1,"symbols_score_info":{"ZNmain":0.81,"ZBmain":0.81,"ZFmain":0.81,"BND":0.6,"TNmain":0.81,"MGCmain":0.65,"ESmain":0.9,"GCmain":0.6,".IXIC":0.6,".DJI":0.6,".SPX":0.9,"ZTmain":0.81,"CNmain":0.6,"UBmain":0.81,"SPY":0.6}},"isVote":1,"tweetType":1,"viewCount":4468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697799098,"gmtCreate":1642582405020,"gmtModify":1642582405020,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"真好玩哈哈","listText":"真好玩哈哈","text":"真好玩哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697799098","repostId":"2204398080","repostType":4,"repost":{"id":"2204398080","kind":"highlight","pubTimestamp":1642575933,"share":"https://www.laohu8.com/m/news/2204398080?lang=zh_CN&edition=full","pubTime":"2022-01-19 15:05","market":"us","language":"zh","title":"港股一年一度的风水报告出炉，虎年大吉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2204398080","media":"金十数据","summary":"对于寅虎的2022年，中信里昂有何展望？","content":"<html><head></head><body><p>近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。<img src=\"https://static.tigerbbs.com/7d0b9699d82139c58312150a80347979\" tg-width=\"520\" tg-height=\"797\" referrerpolicy=\"no-referrer\"/>中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。</p><p>中信里昂表示，尽管未能准确预测全盘市况，但仍然预计到大多数重要转折点：例如二月的初期高位、四月的快速回落和秋季的跌宕起伏。可惜金牛决意在泥泞中打滚， 并在一年将尽之时离开了牛道。<img src=\"https://static.tigerbbs.com/14f55b8bf5f6043076776ba073728637\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/><b>回顾2021年</b>，简单来说，中信里昂预料到了恒指的开头，却没有料到结尾，更是没有料到恒指在今年春季后的波折。</p><p>中信里昂表示，恒指最佳时光是夏季和冬季，其他时间各有盈亏。这一年开局不错，勤劳老鼠的辛勤工作将延续至牛年，因此要到3月某个时点人们才会意识到牛没有恪守本分。</p><p>春末，金牛唤醒自己， 开始投入工作。夏季生活十分惬意，金牛在金融田地里日夜耕作，中信预计这波涨势在8月前后触顶。然后，秋收时节将出现获利回吐，有两个地支之间的冲突还会引发短时间快速下挫。温和下跌之后，这一年余下时间将迎来缓慢反弹，然后在冬季收官时奋力一搏。</p><p>此外，中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。<img src=\"https://static.tigerbbs.com/620740c9998ffe21fa7090363037caea\" tg-width=\"550\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>那么，<b>对于寅虎的2022年，中信里昂又有何展望呢？</b></p><p>在序言中，中信里昂首先澄清，一年伊始，我们暂时放下严谨的投资研究，为大家奉上这份胡诌式风水指南，以幽默嬉笑迎接水虎之年。</p><p>中信里昂表示，我们以五行生克及紫微斗数预测各个行业的前景，再观察天星对命宫财运的影响。<b>可能是汲取了去年的教训，中信里昂对2022年港股看法谨慎</b>，认为恒指2022年年初有所反弹，3月的“倒春寒”和夏季是恒指的低点，看好年末恒指再度回升。</p><p>2022年，恒生指数的年柱属土，但被两侧的水木之势吞夺大半。盘中火金羸弱，现五行失衡之象。猛虎涉川之时，身形自然平衡，但虎头不时转动，探察四方，我们也需要准备好迎接年中的各种变数。恒生之鸡的相生之行乃火与木，年表中的诸多木行利于火鸡。</p><p>然则，恒生命盘中金气锐重，势将克木，火木之合，或将为金所断。因此，我们预测夏季之后运势乏力，猛虎中坠，但年末之前又会回升。</p><p>值得注意的是，盘中之水为阳，而非阴；未来一年中水势将如大江汪洋，洪水滔天。尽管水通常代表财，但今年的水中有一部分可能就仅仅代表水本身。<img src=\"https://static.tigerbbs.com/f9a9c32063f183fe52ffa1d8e66b1296\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>具体行业来看，与水相关的行业，包括贸易、航运和旅游，也将在久旱之后喜逢甘霖。运势最强盛的时间为春季头两个月，以及中秋直至冬季。但是，金融和电池板块仍将遭遇压力，原因可能是流动性收紧，或者原材料价格上涨。</p><p>由于火势不旺，互联网和科技板块或将略为黯淡。另一方面，木类板块，例如教育、服装和医疗，将一定程度上脱离困境。<img src=\"https://static.tigerbbs.com/93c936dc0efde4714501dc433e092775\" tg-width=\"550\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p><b>最近四年，中信里昂港股预测情况如何？</b></p><p>2018年风水报告预计恒指会在年初驱动市场快速上涨。春季中段直至夏季，市场料将下滑，下半年恒生指数上涨，最初步伐缓慢，冬季加快脚步，年底升至新高。</p><p>2018年结果显示，2018年上半年恒指走势和里昂预测走势几乎一模一样，年初快速上涨，且还创了历史新高，春节中段至夏季下行。不过，里昂却未能预测到下半年走势，由于外围的不可抗力，恒指下半年不仅没创出新高，而且走势不断下跌。</p><p>2019年里昂预测恒指将呈曲折上升的走势，将在6月和11月迎来高位，3、4月和7月则是股市低位，9月会是最大跌幅时点，年末将较稳收尾。科技互联网会是最热行业，基建房地产、航海运输、酒店旅游也会有不俗表现。冶金、机械和金融业则会时运不济，不宜主动出击。</p><p>2019年，里昂比较准的预测到了板块表现，科技互联网是最热行业，恒生资讯科技大涨24%，恒生地产大涨了15%，金融、机械等涨势有限。大体预测到了恒指的波折，11月迎来高位以及年末较稳走势。但恒指全年并非曲折上升，5-8月更是不断下跌，5月、8月成为跌势最大的月份。</p><p>时间来到2020年，中信里昂预测，今年对恒指而言是大吉之年，预料首季新年开局不错。春末夏初可能是黄金补丁，其他月份各有涨跌。</p><p>它预料恒指今年会有5个转折点，最高位在夏季大致8月份出现，最低位则在3月尾至4月初。值得注意的是，中信里昂2019年发布2020年展望表示，对港股看法乐观，港股2020年目标为29600点。</p><p>医疗和消费板块在2月会有斩获，金融及银行板块在5月有好表现。8至11月地产股会率先放缓；电讯、公用及濠赌板块要到年底才现投资良机。</p><p>在2021年，中信里昂预测遭遇滑铁卢，预测准了年初，没有料到年尾，更没有料到恒指年中走势。中信里昂认为恒指最佳表现时间是夏季和冬季，不过，恒指自2月开始一路下跌，既没有夏季的高光时刻，也没有年末的大力反弹，年末更是跌破23000点。</p><p>中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。</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\" />\n<title>港股一年一度的风水报告出炉，虎年大吉？</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; 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}\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港股一年一度的风水报告出炉，虎年大吉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 15:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=89096&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=89096&type=news\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d0b9699d82139c58312150a80347979","relate_stocks":{"HSCEI":"国企指数","HSCCI":"红筹指数","HSI":"恒生指数","BK1161":"生物科技","09939":"开拓药业-B","BK1515":"抗疫概念","HSTECH":"恒生科技指数","BK1574":"生物医药B类股"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=89096&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204398080","content_text":"近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。中信里昂表示，尽管未能准确预测全盘市况，但仍然预计到大多数重要转折点：例如二月的初期高位、四月的快速回落和秋季的跌宕起伏。可惜金牛决意在泥泞中打滚， 并在一年将尽之时离开了牛道。回顾2021年，简单来说，中信里昂预料到了恒指的开头，却没有料到结尾，更是没有料到恒指在今年春季后的波折。中信里昂表示，恒指最佳时光是夏季和冬季，其他时间各有盈亏。这一年开局不错，勤劳老鼠的辛勤工作将延续至牛年，因此要到3月某个时点人们才会意识到牛没有恪守本分。春末，金牛唤醒自己， 开始投入工作。夏季生活十分惬意，金牛在金融田地里日夜耕作，中信预计这波涨势在8月前后触顶。然后，秋收时节将出现获利回吐，有两个地支之间的冲突还会引发短时间快速下挫。温和下跌之后，这一年余下时间将迎来缓慢反弹，然后在冬季收官时奋力一搏。此外，中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。那么，对于寅虎的2022年，中信里昂又有何展望呢？在序言中，中信里昂首先澄清，一年伊始，我们暂时放下严谨的投资研究，为大家奉上这份胡诌式风水指南，以幽默嬉笑迎接水虎之年。中信里昂表示，我们以五行生克及紫微斗数预测各个行业的前景，再观察天星对命宫财运的影响。可能是汲取了去年的教训，中信里昂对2022年港股看法谨慎，认为恒指2022年年初有所反弹，3月的“倒春寒”和夏季是恒指的低点，看好年末恒指再度回升。2022年，恒生指数的年柱属土，但被两侧的水木之势吞夺大半。盘中火金羸弱，现五行失衡之象。猛虎涉川之时，身形自然平衡，但虎头不时转动，探察四方，我们也需要准备好迎接年中的各种变数。恒生之鸡的相生之行乃火与木，年表中的诸多木行利于火鸡。然则，恒生命盘中金气锐重，势将克木，火木之合，或将为金所断。因此，我们预测夏季之后运势乏力，猛虎中坠，但年末之前又会回升。值得注意的是，盘中之水为阳，而非阴；未来一年中水势将如大江汪洋，洪水滔天。尽管水通常代表财，但今年的水中有一部分可能就仅仅代表水本身。具体行业来看，与水相关的行业，包括贸易、航运和旅游，也将在久旱之后喜逢甘霖。运势最强盛的时间为春季头两个月，以及中秋直至冬季。但是，金融和电池板块仍将遭遇压力，原因可能是流动性收紧，或者原材料价格上涨。由于火势不旺，互联网和科技板块或将略为黯淡。另一方面，木类板块，例如教育、服装和医疗，将一定程度上脱离困境。最近四年，中信里昂港股预测情况如何？2018年风水报告预计恒指会在年初驱动市场快速上涨。春季中段直至夏季，市场料将下滑，下半年恒生指数上涨，最初步伐缓慢，冬季加快脚步，年底升至新高。2018年结果显示，2018年上半年恒指走势和里昂预测走势几乎一模一样，年初快速上涨，且还创了历史新高，春节中段至夏季下行。不过，里昂却未能预测到下半年走势，由于外围的不可抗力，恒指下半年不仅没创出新高，而且走势不断下跌。2019年里昂预测恒指将呈曲折上升的走势，将在6月和11月迎来高位，3、4月和7月则是股市低位，9月会是最大跌幅时点，年末将较稳收尾。科技互联网会是最热行业，基建房地产、航海运输、酒店旅游也会有不俗表现。冶金、机械和金融业则会时运不济，不宜主动出击。2019年，里昂比较准的预测到了板块表现，科技互联网是最热行业，恒生资讯科技大涨24%，恒生地产大涨了15%，金融、机械等涨势有限。大体预测到了恒指的波折，11月迎来高位以及年末较稳走势。但恒指全年并非曲折上升，5-8月更是不断下跌，5月、8月成为跌势最大的月份。时间来到2020年，中信里昂预测，今年对恒指而言是大吉之年，预料首季新年开局不错。春末夏初可能是黄金补丁，其他月份各有涨跌。它预料恒指今年会有5个转折点，最高位在夏季大致8月份出现，最低位则在3月尾至4月初。值得注意的是，中信里昂2019年发布2020年展望表示，对港股看法乐观，港股2020年目标为29600点。医疗和消费板块在2月会有斩获，金融及银行板块在5月有好表现。8至11月地产股会率先放缓；电讯、公用及濠赌板块要到年底才现投资良机。在2021年，中信里昂预测遭遇滑铁卢，预测准了年初，没有料到年尾，更没有料到恒指年中走势。中信里昂认为恒指最佳表现时间是夏季和冬季，不过，恒指自2月开始一路下跌，既没有夏季的高光时刻，也没有年末的大力反弹，年末更是跌破23000点。中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。","news_type":1,"symbols_score_info":{"HSCEI":0,"09939":0,"HSTECH":0,"MHImain":0,"HSCCI":0,"HSI":0,"HSImain":0}},"isVote":1,"tweetType":1,"viewCount":3476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694086935,"gmtCreate":1641699987847,"gmtModify":1641699987847,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"门又关上了[流泪]&nbsp;","listText":"门又关上了[流泪]&nbsp;","text":"门又关上了[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694086935","repostId":"1119879515","repostType":4,"repost":{"id":"1119879515","kind":"news","pubTimestamp":1641553651,"share":"https://www.laohu8.com/m/news/1119879515?lang=zh_CN&edition=full","pubTime":"2022-01-07 19:07","market":"hk","language":"zh","title":"“元宇宙第一股”Roblox下架中文版App，系与腾讯合作打造","url":"https://stock-news.laohu8.com/highlight/detail?id=1119879515","media":"新浪科技","summary":"去年7月，Roblox联合腾讯旗下的一家子公司，共同推出了“罗布乐思”应用程序。","content":"<html><head></head><body><p>北京时间1月7日晚间消息，据报道，美国视频游戏平台、“元宇宙第一股”Roblox已下架其中文版应用程序“罗布乐思”，称这是该公司在打造下一个版本过程中，一系列重要的临时行动的一部分。</p><p>去年7月，Roblox联合<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下的一家子公司，共同推出了“罗布乐思”应用程序。它是一款3D 盒创意游戏，在罗布乐思的世界里，玩家除了可以体验多种丰富有趣的玩法，还能拉上好友，一起畅想罗布乐思的精彩世界。</p><p>但12月8日，该应用程序被关闭。如今，访问该应用程序，系统会向用户显示一条消息，感谢他们使用测试版应用。</p><p>这款应用对Roblox拓展中国市场至关重要。去年3月，Roblox通过“直接上市”的方式在纽交所公开上市。在招股说明书中，Roblox还特别强调了“罗布乐思”的重要性。</p><p>今日，Roblox的一位发言人向媒体表示，这一举措（下架“罗布乐思”）是必要的，因为公司正在打造“下一个版本的罗布乐思”，但并未说明这款应用何时回归。</p><p>Roblox的发言人还称：“我们一直很清楚，在中国建立一个引人注目的平台是一个迭代的过程，我们感谢‘罗布乐思’用户和我们全球开发者社区的支持。我们现在必须进行必要的投资，包括对数据架构的投资，以实现长期愿景，这一点至关重要。”</p><p>对此，腾讯尚未回复记者的置评请求。</p><p>Roblox的平台以其虚拟世界技术而闻名，即所谓的“元宇宙”。“罗布乐思”平台与Roblox的全球版本是分开的，允许用户创建和畅玩游戏，以及加入虚拟的“活动”。</p><p>一些用户在社交媒体上抱怨说，他们没有意识到这是一次测试。数据分析公司Sensor Tower数据显示，这款应用（“罗布乐思”）已经被下载了170万次。</p></body></html>","source":"lsy1635144614083","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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href=\"https://laohu8.com/S/BIDU\">百度</a>公布2020年第四季度及2020财年业绩。财报显示：百度四季度营收302.68亿元人民币，市场预期300.6亿元；归属于公司净利润51.74亿元，市场预期40.24亿元；每ADS盈利15.05元，市场预期11.64元，去年同期18.25元；运营利润70.6亿元，市场预期63.2亿元。</p><p><img src=\"https://static.tigerbbs.com/f23513eb26ab5f457418f6f448d9095e\" tg-width=\"1016\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p><p>财报公布后，百度盘后股价拉升，一度涨逾3%。</p><p><img src=\"https://static.tigerbbs.com/4a05fbc61508054871cf42993d6f7bc8\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>从全年来看，百度去年总营收1071亿元，同比基本持平；净利润（non-GAAP）220亿元，同比增长21%。去年全年，百度核心业务（移动生态、搜索、AI）收入为787亿元，同比增长1%；其中在线营销收入为663亿元，同比增长5%，非营销收入达到124亿元，同比增长28%。</p><p>去年第四季度，百度核心业务收入为231亿元，同比增长6%；其中在线营销收入为189亿元，基本与上年持平，非营销收入达到42亿元，同比增长52%，主要受益于云和其他服务的推动。百度董事长兼CEO李彦宏表示，这表明百度在技术创新上的定力已显成效。</p><p>财报显示，截止去年12月，百度App月活跃用户数达5.44亿，日登录用户占比超70%，同比提升18个百分点。在内容方面，百家号创作者数量达380万，其中原创作者数量是一年前的近三倍；百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序月活跃用户数达4.14亿（含开源小程序），数量同比增长124%；超30万托管页客户采用百度营销云服务平台，来自托管页的收入占在线营销收入的比重提升至三分之一。</p><p>李彦宏表示，新的一年里，百度作为领先的AI生态型公司，将抓住云服务、智能交通、智能驾驶及其他人工智能领域的巨大市场机遇。同时，百度也将充分发挥自身庞大的互联网用户群优势，提供更多非广告服务。百度预计今年第一季度营收总额介于260亿元到285亿元之间，同比增长15%到26%，百度核心营收同比增长26%到39%。</p><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>今日同样公布财报。财报显示，爱奇艺第四季度营收75亿元，市场预期74.84亿元，去年同期74.97亿元。2020年营收为297.07亿元，市场预期297.38亿元，去年同期289.94亿元；2020年每ADS亏损9.52元，市场预期亏损9.71元，去年同期亏损14.14元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度Q4业绩超预期，盘后涨超2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度Q4业绩超预期，盘后涨超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-18 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月17日美股盘后，<a href=\"https://laohu8.com/S/BIDU\">百度</a>公布2020年第四季度及2020财年业绩。财报显示：百度四季度营收302.68亿元人民币，市场预期300.6亿元；归属于公司净利润51.74亿元，市场预期40.24亿元；每ADS盈利15.05元，市场预期11.64元，去年同期18.25元；运营利润70.6亿元，市场预期63.2亿元。</p><p><img src=\"https://static.tigerbbs.com/f23513eb26ab5f457418f6f448d9095e\" tg-width=\"1016\" tg-height=\"686\" referrerpolicy=\"no-referrer\"></p><p>财报公布后，百度盘后股价拉升，一度涨逾3%。</p><p><img src=\"https://static.tigerbbs.com/4a05fbc61508054871cf42993d6f7bc8\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>从全年来看，百度去年总营收1071亿元，同比基本持平；净利润（non-GAAP）220亿元，同比增长21%。去年全年，百度核心业务（移动生态、搜索、AI）收入为787亿元，同比增长1%；其中在线营销收入为663亿元，同比增长5%，非营销收入达到124亿元，同比增长28%。</p><p>去年第四季度，百度核心业务收入为231亿元，同比增长6%；其中在线营销收入为189亿元，基本与上年持平，非营销收入达到42亿元，同比增长52%，主要受益于云和其他服务的推动。百度董事长兼CEO李彦宏表示，这表明百度在技术创新上的定力已显成效。</p><p>财报显示，截止去年12月，百度App月活跃用户数达5.44亿，日登录用户占比超70%，同比提升18个百分点。在内容方面，百家号创作者数量达380万，其中原创作者数量是一年前的近三倍；百度<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>小程序月活跃用户数达4.14亿（含开源小程序），数量同比增长124%；超30万托管页客户采用百度营销云服务平台，来自托管页的收入占在线营销收入的比重提升至三分之一。</p><p>李彦宏表示，新的一年里，百度作为领先的AI生态型公司，将抓住云服务、智能交通、智能驾驶及其他人工智能领域的巨大市场机遇。同时，百度也将充分发挥自身庞大的互联网用户群优势，提供更多非广告服务。百度预计今年第一季度营收总额介于260亿元到285亿元之间，同比增长15%到26%，百度核心营收同比增长26%到39%。</p><p><a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>今日同样公布财报。财报显示，爱奇艺第四季度营收75亿元，市场预期74.84亿元，去年同期74.97亿元。2020年营收为297.07亿元，市场预期297.38亿元，去年同期289.94亿元；2020年每ADS亏损9.52元，市场预期亏损9.71元，去年同期亏损14.14元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155239168","content_text":"2月17日美股盘后，百度公布2020年第四季度及2020财年业绩。财报显示：百度四季度营收302.68亿元人民币，市场预期300.6亿元；归属于公司净利润51.74亿元，市场预期40.24亿元；每ADS盈利15.05元，市场预期11.64元，去年同期18.25元；运营利润70.6亿元，市场预期63.2亿元。财报公布后，百度盘后股价拉升，一度涨逾3%。从全年来看，百度去年总营收1071亿元，同比基本持平；净利润（non-GAAP）220亿元，同比增长21%。去年全年，百度核心业务（移动生态、搜索、AI）收入为787亿元，同比增长1%；其中在线营销收入为663亿元，同比增长5%，非营销收入达到124亿元，同比增长28%。去年第四季度，百度核心业务收入为231亿元，同比增长6%；其中在线营销收入为189亿元，基本与上年持平，非营销收入达到42亿元，同比增长52%，主要受益于云和其他服务的推动。百度董事长兼CEO李彦宏表示，这表明百度在技术创新上的定力已显成效。财报显示，截止去年12月，百度App月活跃用户数达5.44亿，日登录用户占比超70%，同比提升18个百分点。在内容方面，百家号创作者数量达380万，其中原创作者数量是一年前的近三倍；百度智能小程序月活跃用户数达4.14亿（含开源小程序），数量同比增长124%；超30万托管页客户采用百度营销云服务平台，来自托管页的收入占在线营销收入的比重提升至三分之一。李彦宏表示，新的一年里，百度作为领先的AI生态型公司，将抓住云服务、智能交通、智能驾驶及其他人工智能领域的巨大市场机遇。同时，百度也将充分发挥自身庞大的互联网用户群优势，提供更多非广告服务。百度预计今年第一季度营收总额介于260亿元到285亿元之间，同比增长15%到26%，百度核心营收同比增长26%到39%。爱奇艺今日同样公布财报。财报显示，爱奇艺第四季度营收75亿元，市场预期74.84亿元，去年同期74.97亿元。2020年营收为297.07亿元，市场预期297.38亿元，去年同期289.94亿元；2020年每ADS亏损9.52元，市场预期亏损9.71元，去年同期亏损14.14元。","news_type":1,"symbols_score_info":{"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384117122,"gmtCreate":1613625323666,"gmtModify":1613625323666,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"。。。。。","listText":"。。。。。","text":"。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384117122","repostId":"2112831488","repostType":2,"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384061513,"gmtCreate":1613588916032,"gmtModify":1613588916032,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>大家都说这样跌财报悬 要我说这是主力知道财报利好做T呢 坐等盘后起飞","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>大家都说这样跌财报悬 要我说这是主力知道财报利好做T呢 坐等盘后起飞","text":"$百度(BIDU)$大家都说这样跌财报悬 要我说这是主力知道财报利好做T呢 坐等盘后起飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384061513","isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550536160337988","authorId":"3550536160337988","name":"DragonView","avatar":"https://static.tigerbbs.com/6f9517169ea7080f4fa6e12020cfd7ce","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3550536160337988","idStr":"3550536160337988"},"content":"英雄所见略同。涨了11天今天正常跟随大盘回调。很多人赶紧唱空。实际上今天在310上下十分稳健，也没有放量，加上百度提前公布财报的时机，财报就算不说冲天那也会稳定向好。","text":"英雄所见略同。涨了11天今天正常跟随大盘回调。很多人赶紧唱空。实际上今天在310上下十分稳健，也没有放量，加上百度提前公布财报的时机，财报就算不说冲天那也会稳定向好。","html":"英雄所见略同。涨了11天今天正常跟随大盘回调。很多人赶紧唱空。实际上今天在310上下十分稳健，也没有放量，加上百度提前公布财报的时机，财报就算不说冲天那也会稳定向好。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304286032,"gmtCreate":1605246868026,"gmtModify":1703836966387,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"这波是谜语人[笑哭]&nbsp;","listText":"这波是谜语人[笑哭]&nbsp;","text":"这波是谜语人[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304286032","repostId":"1137436089","repostType":4,"repost":{"id":"1137436089","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":1605246683,"share":"https://www.laohu8.com/m/news/1137436089?lang=zh_CN&edition=full","pubTime":"2020-11-13 13:51","market":"hk","language":"zh","title":"马斯克：今日进行了四次新冠检测，两次阳性，两次阴性","url":"https://stock-news.laohu8.com/highlight/detail?id=1137436089","media":"老虎资讯综合","summary":"北京时间11月13日下午，$特斯拉$CEO马斯克在其社交媒体上发布帖子，称自己一天内做了四次新冠核酸检测，两次结果是阴性，两次是阳性。在帖子的回复中，马斯克表示，自己有普通感冒的症状，现在还没有异常状况出现。他现在正从不同的实验室进行PCR检测，结果需要大约24小时就能出来。马斯克在帖子中质疑了该测试的准确性。他还称这个反复无常的结果是“极度虚假的”。","content":"<p>北京时间11月13日下午，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克在其社交媒体上发布帖子，称自己一天内做了四次新冠核酸检测，两次结果是阴性，两次是阳性。在帖子的回复中，马斯克表示，自己有普通感冒的症状，现在还没有异常状况出现。他现在正从不同的实验室进行PCR检测，结果需要大约24小时就能出来。<img src=\"https://static.tigerbbs.com/ea65dc140a9c67a8a82e346df561bb9f\" tg-width=\"1080\" tg-height=\"1584\">马斯克在帖子中质疑了该测试的准确性。“相同的机器，相同的测试，相同的护士。用的是BD（碧迪）的快速抗原检测。”他还称这个反复无常的结果是“极度虚假的”（extremely bogus）。</p><p>公开资料显示，BD（碧迪）是世界上最大的研发、生产和销售医疗设备、医疗系统和试剂的医疗技术公司之一，公司于1897年在纽约成立，总部位于美国新泽西州的富兰克林湖，业务遍及全球。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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bogus）。</p><p>公开资料显示，BD（碧迪）是世界上最大的研发、生产和销售医疗设备、医疗系统和试剂的医疗技术公司之一，公司于1897年在纽约成立，总部位于美国新泽西州的富兰克林湖，业务遍及全球。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/215d9919178d71d98a0717585d8d5338","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137436089","content_text":"北京时间11月13日下午，特斯拉CEO马斯克在其社交媒体上发布帖子，称自己一天内做了四次新冠核酸检测，两次结果是阴性，两次是阳性。在帖子的回复中，马斯克表示，自己有普通感冒的症状，现在还没有异常状况出现。他现在正从不同的实验室进行PCR检测，结果需要大约24小时就能出来。马斯克在帖子中质疑了该测试的准确性。“相同的机器，相同的测试，相同的护士。用的是BD（碧迪）的快速抗原检测。”他还称这个反复无常的结果是“极度虚假的”（extremely 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}\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一图看懂 | 2022年中概股蒸发市值Top 10出炉！阿里巴巴居首\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-15 14:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>截至3月14日收盘，阿里巴巴以1112.29亿美元的蒸发市值领跑中概股，台积电紧随其后，滴滴年内的跌幅达64.66%，它今年的蒸发市值是现存市值的1.83倍。<img src=\"https://static.tigerbbs.com/51f45e744e20107deb090c2ed662a76a\" tg-width=\"800\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51f45e744e20107deb090c2ed662a76a","relate_stocks":{"09888":"百度集团-SW","TSM":"台积电","BABA":"阿里巴巴","NTES":"网易","LI":"理想汽车","09988":"阿里巴巴-W","02015":"理想汽车-W","09866":"蔚来-SW","XPEV":"小鹏汽车","JD":"京东","NIO":"蔚来","DIDI":"滴滴(已退市)","PDD":"拼多多","09618":"京东集团-SW","09868":"小鹏汽车-W","BIDU":"百度","09999":"网易-S"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105447556","content_text":"截至3月14日收盘，阿里巴巴以1112.29亿美元的蒸发市值领跑中概股，台积电紧随其后，滴滴年内的跌幅达64.66%，它今年的蒸发市值是现存市值的1.83倍。","news_type":1,"symbols_score_info":{"PDD":0.9,"09988":0.9,"BIDU":0.9,"XPEV":0.9,"LI":0.9,"TSM":0.9,"02015":0.9,"JD":0.9,"NIO":0.9,"NTES":0.9,"09999":0.9,"BABA":0.9,"09618":0.9,"09868":0.9,"09866":0.9,"09888":0.9,"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":5475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633095180,"gmtCreate":1643533239490,"gmtModify":1643533239490,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"笑死 无脊椎动物还跟人谈上共振了是吧","listText":"笑死 无脊椎动物还跟人谈上共振了是吧","text":"笑死 无脊椎动物还跟人谈上共振了是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633095180","repostId":"2207280373","repostType":2,"repost":{"id":"2207280373","kind":"highlight","pubTimestamp":1643419685,"share":"https://www.laohu8.com/m/news/2207280373?lang=zh_CN&edition=full","pubTime":"2022-01-29 09:28","market":"sh","language":"zh","title":"以史为鉴，中美股市共振下行几时休？","url":"https://stock-news.laohu8.com/highlight/detail?id=2207280373","media":"格隆汇","summary":"中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，","content":"<html><head></head><body><p><b>中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。</b>从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，但作为市值在全球股市中排名前二的市场，中美股市共振下跌难免会加重投资者的悲观预期，<b>因此，谁能率先打破这种共振下行的局面，对于市场预期的逆转就显得尤为重要。</b></p><p><img src=\"https://static.tigerbbs.com/587bca836614e324a1876d063a58fcbd\" tg-width=\"992\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>金融危机后除去2020年3月新冠疫情爆发，中美股市的只出现过如下6次共振下跌：</p><p><b>2010年1月-2月（图2）：</b>中美股市这波开年下跌持续了23天，上证综指和标普500跌幅分别为7%和8%，<b>起因是1月18日中国央行上调存款准备金率，</b>在全球率先结束了超宽松的货币政策，A股由此在下跌后震荡；同期美股的下跌则叠加了欧债危机和金融监管新规的影响，但随着欧盟承诺救助希腊和强劲的美国财报数据公布，美股率先反弹。</p><p><b>2010年4月-7月（图2）：</b>这波持续了74天的共振下跌源于国内外政策面利空的叠加，上证综指和标普500跌幅分别为21%和16%，<b>同期中国“国十条”地产调控政策出台，而欧债危机则因希腊和葡萄牙评级遭下调再度发酵。</b>三季度随着中美经济数据的走弱，A股因紧缩政策告一段落而超跌反弹，美股则因宽松预期未兑现而继续震荡。</p><p><b>2011年7月-9月（图2）：</b>这波共振下跌持续了64天，上证综指和标普500跌幅分别为11%和13%。A股的下跌源于国内滞胀担忧的升温，亦叠加了地产调控的不放松，<b>而同期美股的走弱则因美债违约风险的加大，尤其是8月美债评级的下调。</b>此后美股因经济数据的持续改善迎来超跌后反弹，但A股则延续弱势震荡。</p><p><img src=\"https://static.tigerbbs.com/44db241e359d7022368870f1a2208ccc\" tg-width=\"949\" tg-height=\"527\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2015年8月-9月（图3）：</b>中美股市的下跌共持续了12天，上证综指和标普500跌幅分别为26%和7%。<b>导火索为我国“811”汇改，人民币的大幅贬值打乱了其自2005年以来稳步升值步伐，对全球股市形成冲击。</b>8月26日中国央行宣布降准降息，A股才逐步回暖。而美股方面，消化了利空因素后，强劲的基本面带动美股反弹。</p><p><b>2016年1月（图3）：</b>这波开年开始的共振下跌共持续11天，上证综指和标普500跌幅分别为18%和8%，<b>起因是我国2016年初生效的熔断机制，造成A股在1月4日和7日各熔断两次，外溢性波及美股，</b>1月7日晚我国证监会决定取消熔断机制，市场情绪逐渐稳定下中美股市企稳。</p><p><img src=\"https://static.tigerbbs.com/c0a7c5d461a4b0156c55374525672cf7\" tg-width=\"936\" tg-height=\"536\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>2018年9月-12月（图4）：</b>中美股市的下跌共持续了70天，上证综指和标普500跌幅分别为7%和10%。9月18日，中美贸易战升级，美方宣布对来自中国进口的约2,000 亿美元商品加征关税，中美股市应声下挫。<b>12 月1日双方同意停止加征关税90 天，中美股市才逐渐企稳。</b></p><p><img src=\"https://static.tigerbbs.com/2d61b62cb0c0a1e75689d5732676c740\" tg-width=\"943\" tg-height=\"530\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在上述中美股市共振下行时期，<b>债券和黄金多为上涨，基本金属普遍下跌（表1）。</b></p><p><img src=\"https://static.tigerbbs.com/7d93808bafe1252a65e1295dae9c121b\" tg-width=\"948\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>综合上述复盘可以看出，政策的收紧或事件的冲击往往是中美股市共振下行的触发因素。因此，<b>扭转这一局面的最有效方式便是政策的纠偏或事件冲击的消退，但如果这两个条件尚不具备，则只能期待经济基本面的持续改善。</b></p><p><b>我们再来看2022年以来的这波中美股市共振下行，市场对美联储货币紧缩的担忧的回落无疑是一个主导因素，</b>而A股的下跌也叠加了国内稳增长政策出台的缓不济急。因此，要结束当前的局面，无非取决于两个条件：一是美联储重回鸽派，二是中国的稳增长政策开始见效。<b>就第一条件而言，我们认为美股的调整尚未结束。</b>这是美联储已经一致表达了遏制通胀的决心，除非金融条件大幅收紧，否则美联储短期内很难转鸽。<b>就第二个条件而言，我们认为A股有望在节后迎来反弹。</b>市场可能会担心1月金融数据不及预期，但即便出现这样的结果，我们认为货币宽松和财政发力的空间将进一步打开，而房地产销售大幅下滑会加速放松政策在节后的出台。因此，2022年一季度的宽信用虽然可能迟到，但不会缺席。</p><p><b>风险提示：</b>疫情扩散超预期，政策对冲经济下行力度不及预期</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>以史为鉴，中美股市共振下行几时休？</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以史为鉴，中美股市共振下行几时休？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 09:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/508330><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，但作为市值在全球股市中排名前二的市场，中美股市共振下跌难免会加重投资者的悲观预期，因此，谁能率先打破这种共振下行的局面，对于市场预期的逆转就显得尤为重要。金融危机后除去2020年3月新冠疫情爆发，中美...</p>\n\n<a href=\"http://www.gelonghui.com/p/508330\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5f37245cdd9f577000f7193c7907d3f","relate_stocks":{"BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BND":"债券指数ETF-Vanguard美国",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓"},"source_url":"http://www.gelonghui.com/p/508330","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2207280373","content_text":"中美股市2022年以来均遭遇连续的回调，截至本周五，上证综指和标普500年初至今的跌幅分别达到了8%和9%。从历史来看，中美股市在不到一个月的时间内如此快速下跌并不多见，虽然两国股市下跌因素有所不同，但作为市值在全球股市中排名前二的市场，中美股市共振下跌难免会加重投资者的悲观预期，因此，谁能率先打破这种共振下行的局面，对于市场预期的逆转就显得尤为重要。金融危机后除去2020年3月新冠疫情爆发，中美股市的只出现过如下6次共振下跌：2010年1月-2月（图2）：中美股市这波开年下跌持续了23天，上证综指和标普500跌幅分别为7%和8%，起因是1月18日中国央行上调存款准备金率，在全球率先结束了超宽松的货币政策，A股由此在下跌后震荡；同期美股的下跌则叠加了欧债危机和金融监管新规的影响，但随着欧盟承诺救助希腊和强劲的美国财报数据公布，美股率先反弹。2010年4月-7月（图2）：这波持续了74天的共振下跌源于国内外政策面利空的叠加，上证综指和标普500跌幅分别为21%和16%，同期中国“国十条”地产调控政策出台，而欧债危机则因希腊和葡萄牙评级遭下调再度发酵。三季度随着中美经济数据的走弱，A股因紧缩政策告一段落而超跌反弹，美股则因宽松预期未兑现而继续震荡。2011年7月-9月（图2）：这波共振下跌持续了64天，上证综指和标普500跌幅分别为11%和13%。A股的下跌源于国内滞胀担忧的升温，亦叠加了地产调控的不放松，而同期美股的走弱则因美债违约风险的加大，尤其是8月美债评级的下调。此后美股因经济数据的持续改善迎来超跌后反弹，但A股则延续弱势震荡。2015年8月-9月（图3）：中美股市的下跌共持续了12天，上证综指和标普500跌幅分别为26%和7%。导火索为我国“811”汇改，人民币的大幅贬值打乱了其自2005年以来稳步升值步伐，对全球股市形成冲击。8月26日中国央行宣布降准降息，A股才逐步回暖。而美股方面，消化了利空因素后，强劲的基本面带动美股反弹。2016年1月（图3）：这波开年开始的共振下跌共持续11天，上证综指和标普500跌幅分别为18%和8%，起因是我国2016年初生效的熔断机制，造成A股在1月4日和7日各熔断两次，外溢性波及美股，1月7日晚我国证监会决定取消熔断机制，市场情绪逐渐稳定下中美股市企稳。2018年9月-12月（图4）：中美股市的下跌共持续了70天，上证综指和标普500跌幅分别为7%和10%。9月18日，中美贸易战升级，美方宣布对来自中国进口的约2,000 亿美元商品加征关税，中美股市应声下挫。12 月1日双方同意停止加征关税90 天，中美股市才逐渐企稳。在上述中美股市共振下行时期，债券和黄金多为上涨，基本金属普遍下跌（表1）。综合上述复盘可以看出，政策的收紧或事件的冲击往往是中美股市共振下行的触发因素。因此，扭转这一局面的最有效方式便是政策的纠偏或事件冲击的消退，但如果这两个条件尚不具备，则只能期待经济基本面的持续改善。我们再来看2022年以来的这波中美股市共振下行，市场对美联储货币紧缩的担忧的回落无疑是一个主导因素，而A股的下跌也叠加了国内稳增长政策出台的缓不济急。因此，要结束当前的局面，无非取决于两个条件：一是美联储重回鸽派，二是中国的稳增长政策开始见效。就第一条件而言，我们认为美股的调整尚未结束。这是美联储已经一致表达了遏制通胀的决心，除非金融条件大幅收紧，否则美联储短期内很难转鸽。就第二个条件而言，我们认为A股有望在节后迎来反弹。市场可能会担心1月金融数据不及预期，但即便出现这样的结果，我们认为货币宽松和财政发力的空间将进一步打开，而房地产销售大幅下滑会加速放松政策在节后的出台。因此，2022年一季度的宽信用虽然可能迟到，但不会缺席。风险提示：疫情扩散超预期，政策对冲经济下行力度不及预期","news_type":1,"symbols_score_info":{"ZNmain":0.81,"ZBmain":0.81,"ZFmain":0.81,"BND":0.6,"TNmain":0.81,"MGCmain":0.65,"ESmain":0.9,"GCmain":0.6,".IXIC":0.6,".DJI":0.6,".SPX":0.9,"ZTmain":0.81,"CNmain":0.6,"UBmain":0.81,"SPY":0.6}},"isVote":1,"tweetType":1,"viewCount":4468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186484128,"gmtCreate":1623525331164,"gmtModify":1623525331164,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"有当年洛克菲勒那味了","listText":"有当年洛克菲勒那味了","text":"有当年洛克菲勒那味了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186484128","repostId":"1102453565","repostType":4,"isVote":1,"tweetType":1,"viewCount":4010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908633191,"gmtCreate":1558134090113,"gmtModify":1704696057876,"author":{"id":"233440344575802","authorId":"233440344575802","name":"LuckyMisaka","avatar":"https://static.laohu8.com/64570e35c693ca2b39551d545ff834e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"233440344575802","idStr":"233440344575802"},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ 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