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irisQ
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IP属地:北京
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irisQ
01-24
当然是抄特斯拉!追高就不要了吧!
irisQ
04-04
山姆会员卡过期,买不起苹果15,仍然用苹果13,中产返贫[捂脸] [捂脸] [捂脸]
irisQ
2023-12-09
$TSLA 20231208 260.0 CALL$
跟大神们学习末日期权,到期自动止盈了[开心] [开心] [开心]
irisQ
02-16
$苹果(AAPL)$
苹果的创新近年来都不如其他几大巨头,没有革命性的颠覆性的创新了,人口最多的中国市场在逐年收缩,感觉这几年都在走下坡路。
irisQ
2023-12-09
$老虎证券(TIGR)$
20年开户,可惜今年下半年才开始学习,晚了3年,原因就是被A股坑惨才不得已转战到美股,深深体会到不健全的市场真的不能参与!感谢老虎给我们这样的渠道,可以参与国际金融市场,愿老虎越办越好,客如云集,大家在这个公平的市场都翻倍赚钱!
irisQ
02-10
在此新春佳节来临之际,[抱拳]感恩有老虎🐯,恭祝虎友们新春快乐,阖家幸福,龙年吉祥!![烟花][爆竹][爆竹][爆竹]
irisQ
04-19
阅[眼眼]
美股“抄底”机会来了?专家:建议逢低买入,标普500有望升破5400点
irisQ
04-11
但愿能持续!
IPO热点速览|港股打新开启春日回暖模式?
irisQ
02-15
在安全的地方,不论是城市郊区还是农村,有一座小木屋,是家也是工作室,有一小片菜地和一只狗子,一两只猫咪,几只鸡鸭,一个可以一起讨论所有问题、一起做家务的伴侣。即使到80岁,我希望自己仍然能做创造性的工作。
irisQ
01-18
全部订阅了,如果抽到我就太感谢了[害羞]
irisQ
2023-12-27
亚马孙上周高点没卖掉,又回落了,不会低买高卖,还要学习呀!
irisQ
02-15
我的原则就是分散投资,鸡蛋不放在一个篮子里!坚持科技大方向,同时关注传统稳定收益行业公司。还需要跟各位虎友学习交流[抱拳]
irisQ
04-04
$英伟达(NVDA)$
大家都在等待的反弹一直没有开启,在盘整,个人认为盘整到位后应会有一波上涨,科技创造未来!
irisQ
02-17
$超微电脑(SMCI)$
339入的,意外的涨了这么多,太幸运了!
irisQ
2023-12-09
$AMZN 20231215 100.0 PUT$
一个月前以为它会跌,结果判断错误[捂脸]
irisQ
04-16
好悲催的结局[捂脸][捂脸][捂脸]
irisQ
01-31
$美国超微公司(AMD)$
十有八九会不及预期。
irisQ
2023-11-27
好专业的分享,赞👍
@期权异动观察:热门股covered call 量化策略【11月27日】
irisQ
01-18
$特斯拉(TSLA)$
长期看涨,短期很可能跌破200
irisQ
2023-08-21
多行不义必自毙!
突然塌了!《中国好声音》母公司股价再度暴跌近30%
去老虎APP查看更多动态
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","listText":"阅[眼眼] ","text":"阅[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297000822485280","repostId":"2428654463","repostType":2,"repost":{"id":"2428654463","pubTimestamp":1713535592,"share":"https://www.laohu8.com/m/news/2428654463?lang=&edition=full","pubTime":"2024-04-19 22:06","market":"us","language":"zh","title":"美股“抄底”机会来了?专家:建议逢低买入,标普500有望升破5400点","url":"https://stock-news.laohu8.com/highlight/detail?id=2428654463","media":"智通财经","summary":"她说,标普500指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,有可能在2024年收盘前将推高标普500指数升破5400点。标普500指数预计将连续第三周下跌,因在一系列火热的通胀报告出炉后,投资者降低了对美联储降息的预期。纽约梅隆银行财富管理部门预计2024年美股盈利将增长11%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>财富管理部门首席投资官Sinead Colton Grant表示,美国股市从上月底创下的历史高点回落,给持有现金的投资者提供了买入的机会。她说,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,有可能在2024年收盘前将推高标普500指数升破5400点。</p><p>她在接受采访时表示:“历史上有很多这样的例子,投资者等待找到绝对低点,却错过了时机,所以如果你有资金可以配置,现在是开始增加敞口的好时机。这是一个迷人的市场,对投资者来说,最糟糕的事情就是完全持有现金。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92464c1e9b020d305de787d38e516ce9\" tg-width=\"695\" tg-height=\"371\"/></p><p>纽约梅隆银行财富管理部门增持美国大盘股,相对于国际和新兴市场股票,它更喜欢美国大盘股。虽然美国股市的市盈率高于其他市场,但Colton Grant表示喜欢大公司产生的自由现金流。她尤其看好科技、医疗保健和工业板块。</p><p>标普500指数预计将连续第三周下跌,因在一系列火热的通胀报告出炉后,投资者降低了对美联储降息的预期。亚特兰大联储主席博斯蒂克(Raphael Bostic)周四重申,他认为年底前降息都是不合适的。</p><p>但一直以来,纽约梅隆银行的降息预期都低于市场对今年降息幅度的预期。当投资者预期是六次降息时,该行的预期为四次。现在,该行只预计美联储将在12月份降息一次。Colton Grant表示:"我们首次看到市场真正对降息预期降低做出反应,我认为这是健康的。"她指出,今年年初,随着交易商缩减降息押注,股市几乎没有反应。</p><p>财报是股市从目前水平上涨的关键。纽约梅隆银行财富管理部门预计2024年美股盈利将增长11%。Colton Grant认为,美联储是否降息并不重要。她说,由于自2008年金融危机以来的大部分时间里,利率一直处于接近于零的水平,一种观点认为,股市需要接近于零的利率和接近2%的通胀率才能表现良好。但对她来说,这是有缺陷的逻辑。</p><p>Colton Grant表示:“股市可以在2%至4%的通胀率范围内表现良好,而我们目前的通胀率正是2%至4%。当我们的通胀率超过5%,并朝着两位数的方向发展时,问题就出现了,就像2022年那样。但我们认为,目前对股市来说,实际上是一个相当有利的环境。”</p></body></html>","source":"stock_zhitongcaijing","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>美股“抄底”机会来了?专家:建议逢低买入,标普500有望升破5400点</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美股“抄底”机会来了?专家:建议逢低买入,标普500有望升破5400点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 22:06 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1105844.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>纽约梅隆银行财富管理部门首席投资官Sinead Colton Grant表示,美国股市从上月底创下的历史高点回落,给持有现金的投资者提供了买入的机会。她说,标普500指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1105844.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","VOO":"Vanguard标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","BK4581":"高盛持仓","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓","BK4588":"碎股","SDS":"两倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1105844.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428654463","content_text":"纽约梅隆银行财富管理部门首席投资官Sinead Colton Grant表示,美国股市从上月底创下的历史高点回落,给持有现金的投资者提供了买入的机会。她说,标普500指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,有可能在2024年收盘前将推高标普500指数升破5400点。她在接受采访时表示:“历史上有很多这样的例子,投资者等待找到绝对低点,却错过了时机,所以如果你有资金可以配置,现在是开始增加敞口的好时机。这是一个迷人的市场,对投资者来说,最糟糕的事情就是完全持有现金。”纽约梅隆银行财富管理部门增持美国大盘股,相对于国际和新兴市场股票,它更喜欢美国大盘股。虽然美国股市的市盈率高于其他市场,但Colton Grant表示喜欢大公司产生的自由现金流。她尤其看好科技、医疗保健和工业板块。标普500指数预计将连续第三周下跌,因在一系列火热的通胀报告出炉后,投资者降低了对美联储降息的预期。亚特兰大联储主席博斯蒂克(Raphael Bostic)周四重申,他认为年底前降息都是不合适的。但一直以来,纽约梅隆银行的降息预期都低于市场对今年降息幅度的预期。当投资者预期是六次降息时,该行的预期为四次。现在,该行只预计美联储将在12月份降息一次。Colton Grant表示:\"我们首次看到市场真正对降息预期降低做出反应,我认为这是健康的。\"她指出,今年年初,随着交易商缩减降息押注,股市几乎没有反应。财报是股市从目前水平上涨的关键。纽约梅隆银行财富管理部门预计2024年美股盈利将增长11%。Colton Grant认为,美联储是否降息并不重要。她说,由于自2008年金融危机以来的大部分时间里,利率一直处于接近于零的水平,一种观点认为,股市需要接近于零的利率和接近2%的通胀率才能表现良好。但对她来说,这是有缺陷的逻辑。Colton Grant表示:“股市可以在2%至4%的通胀率范围内表现良好,而我们目前的通胀率正是2%至4%。当我们的通胀率超过5%,并朝着两位数的方向发展时,问题就出现了,就像2022年那样。但我们认为,目前对股市来说,实际上是一个相当有利的环境。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295727408160976,"gmtCreate":1713207957633,"gmtModify":1713207958987,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"好悲催的结局[捂脸][捂脸][捂脸]","listText":"好悲催的结局[捂脸][捂脸][捂脸]","text":"好悲催的结局[捂脸][捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295727408160976","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295727233433808,"gmtCreate":1713207914975,"gmtModify":1713207916838,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"好悲催的结局[捂脸][捂脸][捂脸]","listText":"好悲催的结局[捂脸][捂脸][捂脸]","text":"好悲催的结局[捂脸][捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295727233433808","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293942195069088,"gmtCreate":1712793750677,"gmtModify":1712793752470,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"但愿能持续!","listText":"但愿能持续!","text":"但愿能持续!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293942195069088","repostId":"1149446579","repostType":2,"repost":{"id":"1149446579","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":1712717603,"share":"https://www.laohu8.com/m/news/1149446579?lang=&edition=full","pubTime":"2024-04-10 10:53","market":"hk","language":"zh","title":"IPO热点速览|港股打新开启春日回暖模式?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149446579","media":"老虎资讯综合","summary":"4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!","content":"<html><head></head><body><p>4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb63cbe9ea2572ee38fcbd22b69e9fca\" tg-width=\"750\" tg-height=\"1888\"/></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>IPO热点速览|港股打新开启春日回暖模式?</title>\n<style 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10:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb63cbe9ea2572ee38fcbd22b69e9fca\" tg-width=\"750\" tg-height=\"1888\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"09879":"米高集团","02453":"美中嘉和","02536":"百乐皇宫","06959":"长久股份(一百)","02598":"连连数字","HSI":"恒生指数","02509":"荃信生物-B","02540":"乐思集团","HSTECH":"恒生科技指数","02497":"富景中国控股","02535":"泓基集团","02477":"经纬天地"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149446579","content_text":"4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293934311964904,"gmtCreate":1712791951597,"gmtModify":1712791953902,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"黄金上涨、全球货币贬值预期……近期的各种信息反馈似乎已经成为大趋势","listText":"黄金上涨、全球货币贬值预期……近期的各种信息反馈似乎已经成为大趋势","text":"黄金上涨、全球货币贬值预期……近期的各种信息反馈似乎已经成为大趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293934311964904","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292469812240576,"gmtCreate":1712429724027,"gmtModify":1712429725750,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292469812240576","repostId":"291967063961792","repostType":1,"repost":{"id":291967063961792,"gmtCreate":1712306982749,"gmtModify":1712476848391,"author":{"id":"3491993381820933","authorId":"3491993381820933","name":"期权交易_古典工业策略","avatar":"https://static.tigerbbs.com/f7950188c6046779392a74622fa74209","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"作晚大盘为什么会跌?四五月份大盘如何操作?","htmlText":"作晚大盘为什么会跌?四五月份大盘如何操作?<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 昨晚大盘为什么会跌?跟联储放鹰关系不大。TLT是美国国债ETF,通常在利率上升时表现不佳,如果美联储推迟降息,这可能意味着利率不会降低,甚至可能会上升,这可能导致TLT价格下跌。但是,昨晚TLT逆势在涨。而军工巨头洛克希德马丁也逆市在涨。所以市场并不是在押注联储鹰派,而是在押注国际局势。是市场认为以色列和伊朗会全面开战。 未来盘面走势;大盘在这个位置到第二财报季都会因为国际局势,市场价格,各路基金持仓策略,大选四五月份惯例,等因素大盘会在四五月份大概率走势疲软。 现在国际局势,全球五大火药桶。台海,南海,哈以冲突,伊以冲突,俄乌冲突。 台海我方持续向金门岛屿派遣无人机打压胎毒气焰。南海菲律宾不老实挑衅我方渔船。 哈以,哈马斯与以色列持续冲突虽近尾声但野火不尽。以伊之间以色列才炸完伊朗大使馆,局势如果恶化势必影响国际油价。俄乌冲突升级,法国或将参战,马克隆想卸任之前青史留名。 国际局势不可控因素正在加剧,市场必定会采取谨慎保守策略。 目前美股处于历史高位,财报季刚刚结束,该计价涨的都涨过了,短期缺乏业绩炒点。 各路基金持仓策略几乎都已满仓。 历史统计大选年份,在四五月份大盘大概率疲软。 以上种种因素,会导致大盘会在接下来的四五月","listText":"作晚大盘为什么会跌?四五月份大盘如何操作?<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 昨晚大盘为什么会跌?跟联储放鹰关系不大。TLT是美国国债ETF,通常在利率上升时表现不佳,如果美联储推迟降息,这可能意味着利率不会降低,甚至可能会上升,这可能导致TLT价格下跌。但是,昨晚TLT逆势在涨。而军工巨头洛克希德马丁也逆市在涨。所以市场并不是在押注联储鹰派,而是在押注国际局势。是市场认为以色列和伊朗会全面开战。 未来盘面走势;大盘在这个位置到第二财报季都会因为国际局势,市场价格,各路基金持仓策略,大选四五月份惯例,等因素大盘会在四五月份大概率走势疲软。 现在国际局势,全球五大火药桶。台海,南海,哈以冲突,伊以冲突,俄乌冲突。 台海我方持续向金门岛屿派遣无人机打压胎毒气焰。南海菲律宾不老实挑衅我方渔船。 哈以,哈马斯与以色列持续冲突虽近尾声但野火不尽。以伊之间以色列才炸完伊朗大使馆,局势如果恶化势必影响国际油价。俄乌冲突升级,法国或将参战,马克隆想卸任之前青史留名。 国际局势不可控因素正在加剧,市场必定会采取谨慎保守策略。 目前美股处于历史高位,财报季刚刚结束,该计价涨的都涨过了,短期缺乏业绩炒点。 各路基金持仓策略几乎都已满仓。 历史统计大选年份,在四五月份大盘大概率疲软。 以上种种因素,会导致大盘会在接下来的四五月","text":"作晚大盘为什么会跌?四五月份大盘如何操作?$特斯拉(TSLA)$ $英伟达(NVDA)$ $MicroStrategy Incorporated(MSTR)$$苹果(AAPL)$ 昨晚大盘为什么会跌?跟联储放鹰关系不大。TLT是美国国债ETF,通常在利率上升时表现不佳,如果美联储推迟降息,这可能意味着利率不会降低,甚至可能会上升,这可能导致TLT价格下跌。但是,昨晚TLT逆势在涨。而军工巨头洛克希德马丁也逆市在涨。所以市场并不是在押注联储鹰派,而是在押注国际局势。是市场认为以色列和伊朗会全面开战。 未来盘面走势;大盘在这个位置到第二财报季都会因为国际局势,市场价格,各路基金持仓策略,大选四五月份惯例,等因素大盘会在四五月份大概率走势疲软。 现在国际局势,全球五大火药桶。台海,南海,哈以冲突,伊以冲突,俄乌冲突。 台海我方持续向金门岛屿派遣无人机打压胎毒气焰。南海菲律宾不老实挑衅我方渔船。 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href=\"https://www.atigrvibe.com/activity/market/2024/trading-guess?inviteId=ENGCRLUN&feature=Message&utm_medium=tiger_community&platform=iOS&shareID=118c1d7526564b7fc5ad056b231a6cfa&invite=U7RQY&lang=zh_CN\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","listText":"查看详情: <a href=\"https://www.atigrvibe.com/activity/market/2024/trading-guess?inviteId=ENGCRLUN&feature=Message&utm_medium=tiger_community&platform=iOS&shareID=118c1d7526564b7fc5ad056b231a6cfa&invite=U7RQY&lang=zh_CN\">竞猜赢虎币 ,寻找实盘收益王</a> 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","text":"查看详情: 竞猜赢虎币 ,寻找实盘收益王 快来参与竞猜赢虎币活动,寻找你心中的实盘收益王,邀请好友最多可得250枚虎币 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288147513319688","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287559889928424,"gmtCreate":1711233971590,"gmtModify":1711233973161,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287559889928424","repostId":"287394054582320","repostType":1,"repost":{"id":287394054582320,"gmtCreate":1711194089770,"gmtModify":1711270803536,"author":{"id":"3527667688472228","authorId":"3527667688472228","name":"ETF小帮手","avatar":"https://static.tigerbbs.com/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"ETF追踪 | 日本央行退出负利率,投资者该如何投资日本?","htmlText":"日本迈出退出宽松的最关键一步后,日股大幅上涨后还有哪些动能?投资者该如何投资?近期日本股市突破房地产泡沫时期新高,日本“春斗”谈判薪资高增以及3月议息会议宣布退出负利率和YCC政策,日本市场话题再度引起了投资者的关注。并推动日经 225 指数(日本主要股市指标)超越三十年前创下的纪录。就连沃伦·巴菲特也增持了日本公司的股份。3月19日,日本央行宣布最新利率决议,将基准利率从-0.1%上调至0-0.1%,为2007年以来首次加息,长达8年的负利率时代宣告终结。虽然这表明政策制定者对该国经济有信心,但加息也可能影响投资者的押注。日本发生了什么?自20世纪90年代初日本资产泡沫破灭以来,土地价格、股票价值和利率一直逐底竞争。随着增长停滞,经济陷入通货紧缩,日本央行尝试了各种政策来刺激经济增长和物价,直到2016年采取了负利率政策,这导致商业银行必须支付费用才能将多余的现金留在央行。日本央行希望这将迫使银行业找到更好的方式利用这些资金,从而刺激经济增长。政策的有效性仍然存在争议。虽然负利率和量化宽松有助于削弱日元并防止更严重的通缩,但直到由Covid-19和俄罗斯在乌克兰的战争引发的供应冲击之后,通货膨胀才逐渐超过2%并保持在那个水平。去年第四季度,国内生产总值以年率0.4%的速度扩张。这些都有助于推动人们期待已久的股市复苏,与标普500指数的涨幅相比,日经225指数今年上涨了约19%。更加注重股东利益的企业文化有助于吸引外国资金。与此同时,去年日元兑美元汇率接近33年来的低点,主要是因为日本央行保持低利率,而美国等其他国家已接近货币政策紧缩周期的顶峰。日本央行现在在做什么?日本的决策者们刚刚自2007年以来首次提高了借贷成本,因为工资增长显示经济已经足够健康,可以结束负利率政策。此外,日本央行宣布将停止购买交易所交易基金,此举旨在帮助提振经济增长。央行还表示,金融条件将保持宽松,","listText":"日本迈出退出宽松的最关键一步后,日股大幅上涨后还有哪些动能?投资者该如何投资?近期日本股市突破房地产泡沫时期新高,日本“春斗”谈判薪资高增以及3月议息会议宣布退出负利率和YCC政策,日本市场话题再度引起了投资者的关注。并推动日经 225 指数(日本主要股市指标)超越三十年前创下的纪录。就连沃伦·巴菲特也增持了日本公司的股份。3月19日,日本央行宣布最新利率决议,将基准利率从-0.1%上调至0-0.1%,为2007年以来首次加息,长达8年的负利率时代宣告终结。虽然这表明政策制定者对该国经济有信心,但加息也可能影响投资者的押注。日本发生了什么?自20世纪90年代初日本资产泡沫破灭以来,土地价格、股票价值和利率一直逐底竞争。随着增长停滞,经济陷入通货紧缩,日本央行尝试了各种政策来刺激经济增长和物价,直到2016年采取了负利率政策,这导致商业银行必须支付费用才能将多余的现金留在央行。日本央行希望这将迫使银行业找到更好的方式利用这些资金,从而刺激经济增长。政策的有效性仍然存在争议。虽然负利率和量化宽松有助于削弱日元并防止更严重的通缩,但直到由Covid-19和俄罗斯在乌克兰的战争引发的供应冲击之后,通货膨胀才逐渐超过2%并保持在那个水平。去年第四季度,国内生产总值以年率0.4%的速度扩张。这些都有助于推动人们期待已久的股市复苏,与标普500指数的涨幅相比,日经225指数今年上涨了约19%。更加注重股东利益的企业文化有助于吸引外国资金。与此同时,去年日元兑美元汇率接近33年来的低点,主要是因为日本央行保持低利率,而美国等其他国家已接近货币政策紧缩周期的顶峰。日本央行现在在做什么?日本的决策者们刚刚自2007年以来首次提高了借贷成本,因为工资增长显示经济已经足够健康,可以结束负利率政策。此外,日本央行宣布将停止购买交易所交易基金,此举旨在帮助提振经济增长。央行还表示,金融条件将保持宽松,","text":"日本迈出退出宽松的最关键一步后,日股大幅上涨后还有哪些动能?投资者该如何投资?近期日本股市突破房地产泡沫时期新高,日本“春斗”谈判薪资高增以及3月议息会议宣布退出负利率和YCC政策,日本市场话题再度引起了投资者的关注。并推动日经 225 指数(日本主要股市指标)超越三十年前创下的纪录。就连沃伦·巴菲特也增持了日本公司的股份。3月19日,日本央行宣布最新利率决议,将基准利率从-0.1%上调至0-0.1%,为2007年以来首次加息,长达8年的负利率时代宣告终结。虽然这表明政策制定者对该国经济有信心,但加息也可能影响投资者的押注。日本发生了什么?自20世纪90年代初日本资产泡沫破灭以来,土地价格、股票价值和利率一直逐底竞争。随着增长停滞,经济陷入通货紧缩,日本央行尝试了各种政策来刺激经济增长和物价,直到2016年采取了负利率政策,这导致商业银行必须支付费用才能将多余的现金留在央行。日本央行希望这将迫使银行业找到更好的方式利用这些资金,从而刺激经济增长。政策的有效性仍然存在争议。虽然负利率和量化宽松有助于削弱日元并防止更严重的通缩,但直到由Covid-19和俄罗斯在乌克兰的战争引发的供应冲击之后,通货膨胀才逐渐超过2%并保持在那个水平。去年第四季度,国内生产总值以年率0.4%的速度扩张。这些都有助于推动人们期待已久的股市复苏,与标普500指数的涨幅相比,日经225指数今年上涨了约19%。更加注重股东利益的企业文化有助于吸引外国资金。与此同时,去年日元兑美元汇率接近33年来的低点,主要是因为日本央行保持低利率,而美国等其他国家已接近货币政策紧缩周期的顶峰。日本央行现在在做什么?日本的决策者们刚刚自2007年以来首次提高了借贷成本,因为工资增长显示经济已经足够健康,可以结束负利率政策。此外,日本央行宣布将停止购买交易所交易基金,此举旨在帮助提振经济增长。央行还表示,金融条件将保持宽松,","images":[{"img":"https://static.tigerbbs.com/a335934fc5d944bb87e9d28393aa86ee","width":"1080","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287394054582320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287220255031568,"gmtCreate":1711151054074,"gmtModify":1711151055992,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"在缅A的土地上做实业是我认知里最烧钱的事情[喷血][喷血][喷血]","listText":"在缅A的土地上做实业是我认知里最烧钱的事情[喷血][喷血][喷血]","text":"在缅A的土地上做实业是我认知里最烧钱的事情[喷血][喷血][喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287220255031568","isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281407759200272,"gmtCreate":1709731451444,"gmtModify":1709731453351,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281407759200272","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280840521588888,"gmtCreate":1709593547837,"gmtModify":1709593549247,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280840521588888","repostId":"1144995152","repostType":4,"repost":{"id":"1144995152","pubTimestamp":1709534720,"share":"https://www.laohu8.com/m/news/1144995152?lang=&edition=full","pubTime":"2024-03-04 14:45","market":"us","language":"zh","title":"鲍威尔恐难“松口”!“鹰声”本周势必响彻国会山?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144995152","media":"金十数据","summary":"在1月份的美联储政策会议上,鲍威尔驳斥了在3月份降息的可能性,坚称美联储在考虑何时松开刹车时将谨慎行事。鲍威尔本周在国会作证时基本上预计将坚持同样的观点。鲍威尔将坚决不“松口”?澳新银行分析师周一在一份报告中表示,鲍威尔本周在国会作证时,可能会重申他在利率和通胀问题上的鹰派立场。","content":"<html><head></head><body><blockquote><p>一些分析师预计,鲍威尔本周有可能做出这一出人意料的动作……</p></blockquote><p style=\"text-align: justify;\">在三月份政策会议召开之前,美联储如何调整利率将成为本月投资者最为关注的问题。</p><p style=\"text-align: justify;\">本周,<strong>宏观经济担忧将成为投资者关注的焦点</strong>。美联储主席鲍威尔将于周三和周四分别在众议院和参议院发表半年一次的最新货币政策报告,交易员将仔细分析这些证词,以了解降息何时到来。</p><p style=\"text-align: justify;\">这位美联储主席和几乎所有同事最近几周都表示,鉴于美国经济的潜在实力,他们在决定何时降息时可以保持耐心。美联储理事沃勒更是直言,“急什么?”</p><p style=\"text-align: justify;\">市场对美联储的降息预期已从年初的极端水平大幅下降。现在,他们预计降息将在今年晚些时候开始,并开始向美联储的预期“靠拢”。</p><p style=\"text-align: justify;\">在1月份的美联储政策会议上,鲍威尔驳斥了在3月份降息的可能性,坚称美联储在考虑何时松开刹车时将谨慎行事。他在上个月接受采访时表示:</p><blockquote><p style=\"text-align: justify;\"><strong>“过早行动的危险在于,工作还没有完全完成,过去6个月非常好的数据,可能在某种程度上并不是通胀走向的真实指标。”</strong></p></blockquote><p style=\"text-align: justify;\">根据芝商所的美联储观察工具,目前市场预期美联储有可能在6月降息25个基点,而不是在3月或5月降息。</p><p style=\"text-align: justify;\">自2023年7月以来,美联储一直将利率维持在20多年来的最高水平,这一趋势确实表明,劳动力市场和通胀出现了一些降温。但1月份的数据显示,美国劳动力市场基本上仍保持弹性,而通胀率居高不下,远高于2%。</p><p style=\"text-align: justify;\">鲍威尔本周在国会作证时基本上预计将坚持同样的观点。但他的言论将具有更大的意义,<strong>因为上个月更热的CPI和PPI报告提醒投资者,美联储达到2%通胀目标的“最后一英里”并不平坦</strong>。</p><p style=\"text-align: justify;\">NB Private Wealth首席投资官Shannon Saccocia表示。“重点确实已经转回了通胀。鲍威尔发表的任何与他之前所说的不同的言论都有可能成为影响市场的事件。”</p><p style=\"text-align: justify;\">但这可能不会让民主党人满意,他们担心利率的走势会对11月的总统选举产生不好的影响。预计他们将向鲍威尔施压,要求其说明在控制通胀方面取得如此大进展的情况下,为何仍冒着损害经济的风险将借贷成本维持在如此高的水平。</p><p style=\"text-align: justify;\">另一方面,共和党人可能会强调美联储需要坚持到底以应对仍然居高不下的通胀。今年是政治年,美联储的行动将被从这个角度来看待,无论它多么频繁地发誓不涉及政治。</p><p><strong>鲍威尔将坚决不“松口”?</strong></p><p style=\"text-align: justify;\">澳新银行分析师周一在一份报告中表示,<strong>鲍威尔本周在国会作证时,可能会重申他在利率和通胀问题上的鹰派立场。</strong></p><p style=\"text-align: justify;\">虽然鲍威尔不太可能提供任何新的线索,但<strong>他可能会重申,在考虑降息之前,美联储需要看到更多通胀缓解的迹象</strong>。</p><p style=\"text-align: justify;\">澳新银行分析师在一份报告中表示,“我们预计鲍威尔将倾向于鹰派立场,并坚持他自1月份FOMC会议以来的立场,即美联储需要更多令人信服的证据,证明通胀率有望回到2%。”</p><p style=\"text-align: justify;\">澳新银行分析师表示,美国经济仍处于“相当良好的状态”,而通胀在近几个月也大幅缓解,但放缓的程度仍然不足以激发人们对通胀将回到2%目标的信心。</p><p style=\"text-align: justify;\">美国经济的韧性让美联储有足够的空间等待更多通胀放缓的迹象。澳新银行分析师表示,<strong>到今年年中,美联储应该有足够的信心开始放松货币政策</strong>,并补充称,他们认为美联储目前的政策设定已经足够严格。</p><p style=\"text-align: justify;\">澳新银行分析师还表示,将于本周五公布的2月非农就业数据料将放缓,但仍远高于美联储满意的水平。</p><p style=\"text-align: justify;\">不过,也有小部分分析师认为,由于<strong>一些政治因素(随着美联储等得越晚,美国总统大选临近,美联储在降息方面就越困难)以及美联储试图避免20世纪70年代的错误,鲍威尔可能会在国会山上“叠甲”,即像去年年尾的议息会议后意外“放鸽”。</strong></p><p style=\"text-align: justify;\">这一非常惊人的政策转向将是一种巧妙的尝试,目的是可以在无需真正启动降息进程的情况下放松金融条件,并保住美联储的“声誉”。他们写道:</p><blockquote><p style=\"text-align: justify;\"><strong>“毕竟,今年还有几乎9个多月的时间,如果劳动力市场和通胀数据开始转向,或出现某种金融危机,美联储将有更多空间进行政策调整。 ”</strong></p></blockquote></body></html>","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>鲍威尔恐难“松口”!“鹰声”本周势必响彻国会山?</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; 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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鲍威尔恐难“松口”!“鹰声”本周势必响彻国会山?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 14:45 北京时间 <a href=https://xnews.jin10.com/details/133493><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一些分析师预计,鲍威尔本周有可能做出这一出人意料的动作……在三月份政策会议召开之前,美联储如何调整利率将成为本月投资者最为关注的问题。本周,宏观经济担忧将成为投资者关注的焦点。美联储主席鲍威尔将于周三和周四分别在众议院和参议院发表半年一次的最新货币政策报告,交易员将仔细分析这些证词,以了解降息何时到来。这位美联储主席和几乎所有同事最近几周都表示,鉴于美国经济的潜在实力,他们在决定何时降息时可以保持...</p>\n\n<a href=\"https://xnews.jin10.com/details/133493\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/62dafa537afba542bdc43da1b85df8b4","relate_stocks":{".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SH":"标普500反向ETF",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","SDOW":"道指三倍做空ETF-ProShares","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","BK4504":"桥水持仓","OEX":"标普100",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SPY":"标普500ETF"},"source_url":"https://xnews.jin10.com/details/133493","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144995152","content_text":"一些分析师预计,鲍威尔本周有可能做出这一出人意料的动作……在三月份政策会议召开之前,美联储如何调整利率将成为本月投资者最为关注的问题。本周,宏观经济担忧将成为投资者关注的焦点。美联储主席鲍威尔将于周三和周四分别在众议院和参议院发表半年一次的最新货币政策报告,交易员将仔细分析这些证词,以了解降息何时到来。这位美联储主席和几乎所有同事最近几周都表示,鉴于美国经济的潜在实力,他们在决定何时降息时可以保持耐心。美联储理事沃勒更是直言,“急什么?”市场对美联储的降息预期已从年初的极端水平大幅下降。现在,他们预计降息将在今年晚些时候开始,并开始向美联储的预期“靠拢”。在1月份的美联储政策会议上,鲍威尔驳斥了在3月份降息的可能性,坚称美联储在考虑何时松开刹车时将谨慎行事。他在上个月接受采访时表示:“过早行动的危险在于,工作还没有完全完成,过去6个月非常好的数据,可能在某种程度上并不是通胀走向的真实指标。”根据芝商所的美联储观察工具,目前市场预期美联储有可能在6月降息25个基点,而不是在3月或5月降息。自2023年7月以来,美联储一直将利率维持在20多年来的最高水平,这一趋势确实表明,劳动力市场和通胀出现了一些降温。但1月份的数据显示,美国劳动力市场基本上仍保持弹性,而通胀率居高不下,远高于2%。鲍威尔本周在国会作证时基本上预计将坚持同样的观点。但他的言论将具有更大的意义,因为上个月更热的CPI和PPI报告提醒投资者,美联储达到2%通胀目标的“最后一英里”并不平坦。NB Private Wealth首席投资官Shannon Saccocia表示。“重点确实已经转回了通胀。鲍威尔发表的任何与他之前所说的不同的言论都有可能成为影响市场的事件。”但这可能不会让民主党人满意,他们担心利率的走势会对11月的总统选举产生不好的影响。预计他们将向鲍威尔施压,要求其说明在控制通胀方面取得如此大进展的情况下,为何仍冒着损害经济的风险将借贷成本维持在如此高的水平。另一方面,共和党人可能会强调美联储需要坚持到底以应对仍然居高不下的通胀。今年是政治年,美联储的行动将被从这个角度来看待,无论它多么频繁地发誓不涉及政治。鲍威尔将坚决不“松口”?澳新银行分析师周一在一份报告中表示,鲍威尔本周在国会作证时,可能会重申他在利率和通胀问题上的鹰派立场。虽然鲍威尔不太可能提供任何新的线索,但他可能会重申,在考虑降息之前,美联储需要看到更多通胀缓解的迹象。澳新银行分析师在一份报告中表示,“我们预计鲍威尔将倾向于鹰派立场,并坚持他自1月份FOMC会议以来的立场,即美联储需要更多令人信服的证据,证明通胀率有望回到2%。”澳新银行分析师表示,美国经济仍处于“相当良好的状态”,而通胀在近几个月也大幅缓解,但放缓的程度仍然不足以激发人们对通胀将回到2%目标的信心。美国经济的韧性让美联储有足够的空间等待更多通胀放缓的迹象。澳新银行分析师表示,到今年年中,美联储应该有足够的信心开始放松货币政策,并补充称,他们认为美联储目前的政策设定已经足够严格。澳新银行分析师还表示,将于本周五公布的2月非农就业数据料将放缓,但仍远高于美联储满意的水平。不过,也有小部分分析师认为,由于一些政治因素(随着美联储等得越晚,美国总统大选临近,美联储在降息方面就越困难)以及美联储试图避免20世纪70年代的错误,鲍威尔可能会在国会山上“叠甲”,即像去年年尾的议息会议后意外“放鸽”。这一非常惊人的政策转向将是一种巧妙的尝试,目的是可以在无需真正启动降息进程的情况下放松金融条件,并保住美联储的“声誉”。他们写道:“毕竟,今年还有几乎9个多月的时间,如果劳动力市场和通胀数据开始转向,或出现某种金融危机,美联储将有更多空间进行政策调整。 ”","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280825371590704,"gmtCreate":1709590735838,"gmtModify":1709590737895,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"悲催的特斯拉![捂脸] [捂脸] [捂脸] ","listText":"悲催的特斯拉![捂脸] [捂脸] [捂脸] ","text":"悲催的特斯拉![捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280825371590704","repostId":"1113665306","repostType":2,"repost":{"id":"1113665306","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":1709564604,"share":"https://www.laohu8.com/m/news/1113665306?lang=&edition=full","pubTime":"2024-03-04 23:03","market":"us","language":"zh","title":"特斯拉盘中跌近5%!2月在中国销售国产车辆同比下跌18.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113665306","media":"老虎资讯综合","summary":"3月4日,$特斯拉(TSLA)$盘中跌幅持续扩大,现跌近5%;消息面:2月在中国销售国产车辆同比下跌18.9%,环比跌15.5%。","content":"<html><head></head><body><p>3月4日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌幅持续扩大,现跌近5%;消息面:2月在中国销售国产车辆同比下跌18.9%,环比跌15.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3ed738353f01040ac259057a43f0bc2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>特斯拉盘中跌近5%!2月在中国销售国产车辆同比下跌18.9%</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特斯拉盘中跌近5%!2月在中国销售国产车辆同比下跌18.9%\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\">2024-03-04 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月4日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中跌幅持续扩大,现跌近5%;消息面:2月在中国销售国产车辆同比下跌18.9%,环比跌15.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3ed738353f01040ac259057a43f0bc2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113665306","content_text":"3月4日,特斯拉盘中跌幅持续扩大,现跌近5%;消息面:2月在中国销售国产车辆同比下跌18.9%,环比跌15.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280828582527112,"gmtCreate":1709590632270,"gmtModify":1709590634062,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"好棒的分析!","listText":"好棒的分析!","text":"好棒的分析!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280828582527112","repostId":"2416035972","repostType":2,"repost":{"id":"2416035972","pubTimestamp":1709531130,"share":"https://www.laohu8.com/m/news/2416035972?lang=&edition=full","pubTime":"2024-03-04 13:45","market":"us","language":"zh","title":"英伟达“亲儿子”,震撼华尔街","url":"https://stock-news.laohu8.com/highlight/detail?id=2416035972","media":"格隆汇","summary":"谁让人家绑上了英伟达","content":"<html><head></head><body><p>都说<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是AI大牛股,但有一只股票,踩在英伟达的肩膀上,涨得比英伟达还要高。</p><p><a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>,过去一个月的时间,疯涨了2倍,如果把时间拉回去年,超微电脑最大涨幅高达13倍。看着K线图,这是连大哥英伟达都无法企及的高度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0527f9bff164e86187d03c0d72110499\" tg-width=\"560\" tg-height=\"240\"/></p><p>这超微电脑,到底是“神”还是“妖”?又能不能继续创造神奇?</p><p><strong>01</strong></p><p><strong>何方神圣?</strong></p><p>虽然中文发音相似,但你千万别以为超微电脑,和那个做芯片的AMD(<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>)是竞争对手。</p><p>实际上,超微电脑是做服务器的,属于英伟达的供应商。这么解释可能更容易明白,超微电脑拿到英伟达的芯片,然后和其他配件一起,做成服务器,再卖给云服务厂商。</p><p>据说超微电脑和英伟达还有不少渊源,包括两者都是1993年成立,创始人都是中国台湾人,两家公司合作关系超过20年。期间,英伟达老板黄仁勋曾多次为超微电脑的梁见后站台,显示两位创始人的关系非一般。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b46c4c207fae1a5840803a4d0a99a64\" tg-width=\"960\" tg-height=\"441\"/></p><p>过去一年,英伟达的芯片到底有多难拿,相信不用多说大家也知道,AI大厂的老板们就差没集体在老黄家门口蹲点了。</p><p>正因为和英伟达的铁一般的供应商关系,所以江湖上流传,超微电脑在服务器厂商中有优先拿到英伟达芯片的“权利”。AI服务器中,最核心的就是英伟达的芯片,只要拿到货,后面的生意就是一马平川。</p><p>于是乎,超微电脑去年四季度,不仅营收翻倍,利润也大涨70%。可以说是完完整整地吃到了英伟达的超级红利。从股价走势上看,英伟达和超微电脑非常的相似,不过最近一个多月,超微电脑的上涨幅度明显高于英伟达。英伟达的涨幅只有50%左右,但超微电脑涨幅是英伟达的4倍多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdbb0a86a2246ffa7f653f3b7d11fbb6\" tg-width=\"1080\" tg-height=\"699\"/></p><p>股市的俗话,机会是跌出来,风险是涨出来的。</p><p><strong>任何一只股票,如此快速地上涨,都会引起市场的警觉,这大概就是超微电脑突然在英伟达大跌超4%那天大跌20%的原因。</strong></p><p>从获利的角度上看,一年10多倍的涨幅,尤其是过去一个月的涨幅,股价来到史无前例的1077美元,已经相当炸裂,此时选择获利了结,无可厚非。</p><p>大家可能会问,国内喜欢炒产业链可以理解,毕竟我们在配套领域做得挺好,就像当年的手机厂,炒果链一度成为A股最亮丽的风景线,<a href=\"https://laohu8.com/S/002475\">立讯精密</a>、<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>、歌尔、瑞声,论股价的阶段性涨幅,很多都超过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,甚至不乏百倍的公司。</p><p>但美股,特别是美国公司,做终端做软件的多,做中低端配套产业链的公司很少,超微电脑怎么就跑出来了?</p><p>而且,这是一个注册在美国,如假包换的美国公司。</p><p>换个角度看就明白了,虽然注册地在美国,但产能基本在亚洲地区,比如中国台湾地区。</p><p>所以,尽管股价涨了之后,各种看好声音、造神运动很多,但无可否认的是,超微电脑就是一家给芯片厂供应外设设备,以及组装成型的制造业公司。</p><p><strong>02</strong></p><p><strong>到底谁在炒?</strong></p><p>前文特别强调了产能在亚洲这一块,为什么?</p><p>主要是说明炒作资金的来源地。虽然没有确切的数据证明,但仅从逻辑上推理,大概可以得出炒作资金,主要有两大类:</p><p><strong>第一是来自亚洲的资金,</strong>因为亚洲人最了解组装产业链,也更多的一手信息,比如订单多少,排产多少,华尔街在这方面明显不是亚洲人的对手,更多的时候他们是被动跟随的状态,可以想象得到,第一波拉上去的资金,应该就来自亚洲资金;</p><p><strong>第二种就是被动型以及激进型的量化对冲资金,</strong>因为股价疯涨上去之后,会触发量化交易程序被动跟随,如果没有人为喊停,这种被动行为还会继续,直到有力量扭转局面。</p><p>从业绩上看,超微电脑的股价完全有理由涨上去。</p><p>但如果从交易层面上看,会发现一个比较严重的问题,那就是换手率。</p><p><strong>我们可以对比一下最近一个月英伟达和超微电脑的换手率。前者基本在1-3%之间波动,而后者在20-70%,在冲上1000美元的那段时间,换手率基本每天都达到50%。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51022868397eab57ecb428cedba67abb\" tg-width=\"1080\" tg-height=\"597\"/></p><p>这预示着什么呢?</p><p><strong>等于说,每天有一半的持股人把股票抛了,套现走人。</strong>理论上讲,如果是好公司,持股者更倾向于长期持有,每天交易的量不会太大,因为长线持有,能够长期吃到公司发展的红利。而如果大涨之后,大量的持股者选择套现走人,要么意味着股价太高了,后期可能大幅回调,要么就是这家公司长期发展并没有想象中好,资金倾向于急流勇退。</p><p>从超微电脑的利润率上看,毛利率15%,净利润7%,和亚洲擅长的代工业、制造业差不多。虽然绑定了英伟达,但和英伟达50%的净利润率相比,差距还是比较大的。</p><p><strong>这类生意在亚洲或许不错,毕竟不是每个洲都能像欧美那样,牢牢占据产业链最高端,但在美股市场,这类公司并不是华尔街主流机构配置的首选。</strong></p><p>这会带来一个潜在的风险,那就是缺乏长线资金压仓底,股价波动也会比较大。</p><p>美股的另外一只股票MARA,可以为超微电脑未来的走势提供参考。</p><p><strong>03</strong></p><p><strong>美国小票股的炒作逻辑</strong></p><p>MARA是做比特币矿机和矿场的供应商,简单地说,它购买了大量的矿机,形成挖矿场,供比特币矿工使用。<strong>这种生意和比特币的冷热程度高度相关,币价涨,它就涨,反之就下跌。</strong></p><p>去年第三季度,比特币大涨,MARA跟着也是一个大涨3倍之后腰斩。其后随着币价继续大涨,又开始新的大涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa5067b35f9a5aa9433d67f276a60f26\" tg-width=\"1080\" tg-height=\"669\"/></p><p>虽然MARA所在的产业、商业模式,和超微电脑不一样。<strong>但有一个指标非常相似,那就是换手率。在过去数月的大涨大跌行情中,MARA的换手率基本维持在20-70%之间。</strong></p><p><strong>从行为金融的角度来说,如果对未来缺乏长线的信心和预期,人们就会倾向于做短线交易,赚到钱及时落袋为安。</strong></p><p>这在很多小票股尤其明显,这点不管是美股还是A股,因为人性都一样。</p><p>商业模式上,MARA也没有什么吸引人的地方,买矿机是重资产,建矿场也是重资产,盈利能力不可能会高到哪里去,而且至今还处于亏损状态,基本吸引不了华尔街主流机构的眼光,只会引来一些激进的散户和量化对冲基金。</p><p>不过,相较而言,超微电脑会好一些,毕竟傍上了英伟达这个大哥。</p><p>周四凌晨,英伟达再次发布超级炸裂的业绩,营收、指引全部超过市场预期,盘后立马拉涨10个点,基本收获之前几天的跌幅。受到英伟达大哥的提携,超微电脑股价盘后涨幅甚至高于英伟达。</p><p><strong>所以,只要英伟达继续吃肉,超微电脑吃更大的肉,大概率没有问题。</strong></p><p>这里需要提醒的是,如果某一天英伟达增长出现饱和,股价回调的时候,超微电脑也会跟随,而且幅度会更大。</p><p>即使不是英伟达触发,股价疯涨之后,哪一天突然来一个大跌,是不需要什么理由的。</p><p><strong>04</strong></p><p><strong>结语</strong></p><p>在未来一两年,超微电脑的业绩会受到英伟达大哥的带动,高速增长应该是没有问题的。</p><p>只要能够继续交出超预期的业绩,公司61倍的PE,虽然有点高,但也不需要担心。至于股价走势,大概率会跟随英伟达。</p><p>换句话说,英伟达继续涨,它就能够继续涨。所以那些因为看到超微电脑股价涨得太高而担心大幅回撤的投资者,有可能保守了。即便被称为“妖股”,但只有有业绩保证,华尔街也会有一些激进的资金冲进去,何况还有那么多亚洲的热钱在里面。</p><p><strong>只有到某个临界点,英伟达股价开始出现趋势性掉头向下之时,超微电脑才会大跌,而且可以肯定,跌幅肯定要大大超过英伟达。</strong>一定程度上,你可以把超微电脑看成英伟达的期权。如果英伟达跌10%,超微就要跌30%,如果英伟达跌30%,超微可能要砍掉90%。</p><p>所以,买英伟达,用美股的价投策略,没有任何问题;但买超微电脑,用A股的炒小炒妖手法,或是期权的手法,也没什么问题。</p><p>而基于这个特点,超微电脑的另外一个作用,就是用来对冲英伟达的下跌,如果手头上持有比较多的英伟达正股,在某个时间点担心英伟达下跌的话,卖空超微电脑也是不错的对冲手段。</p><p>站在现在的节点上,如果你问超微电脑还会不会大涨?</p><p><strong>只能说,如果求稳,大可以选择落袋为安,因为低位进去到现在,盈利面已经相当令人满意;但如果你坚信富贵险中求,也可以继续战斗,继续赚钱,并非不可能,因为现在还看不到英伟达大幅回撤的可能性。</strong>(全文完)</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>英伟达“亲儿子”,震撼华尔街</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{ 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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英伟达“亲儿子”,震撼华尔街\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 13:45 北京时间 <a href=https://www.gelonghui.com/p/700318><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>都说英伟达是AI大牛股,但有一只股票,踩在英伟达的肩膀上,涨得比英伟达还要高。超微电脑,过去一个月的时间,疯涨了2倍,如果把时间拉回去年,超微电脑最大涨幅高达13倍。看着K线图,这是连大哥英伟达都无法企及的高度。这超微电脑,到底是“神”还是“妖”?又能不能继续创造神奇?01何方神圣?虽然中文发音相似,但你千万别以为超微电脑,和那个做芯片的AMD(美国超微公司)是竞争对手。实际上,超微电脑是做服务器...</p>\n\n<a href=\"https://www.gelonghui.com/p/700318\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce5946f3fa973f876287533c1b112d00","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4595":"比特币概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) 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Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元"},"source_url":"https://www.gelonghui.com/p/700318","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2416035972","content_text":"都说英伟达是AI大牛股,但有一只股票,踩在英伟达的肩膀上,涨得比英伟达还要高。超微电脑,过去一个月的时间,疯涨了2倍,如果把时间拉回去年,超微电脑最大涨幅高达13倍。看着K线图,这是连大哥英伟达都无法企及的高度。这超微电脑,到底是“神”还是“妖”?又能不能继续创造神奇?01何方神圣?虽然中文发音相似,但你千万别以为超微电脑,和那个做芯片的AMD(美国超微公司)是竞争对手。实际上,超微电脑是做服务器的,属于英伟达的供应商。这么解释可能更容易明白,超微电脑拿到英伟达的芯片,然后和其他配件一起,做成服务器,再卖给云服务厂商。据说超微电脑和英伟达还有不少渊源,包括两者都是1993年成立,创始人都是中国台湾人,两家公司合作关系超过20年。期间,英伟达老板黄仁勋曾多次为超微电脑的梁见后站台,显示两位创始人的关系非一般。过去一年,英伟达的芯片到底有多难拿,相信不用多说大家也知道,AI大厂的老板们就差没集体在老黄家门口蹲点了。正因为和英伟达的铁一般的供应商关系,所以江湖上流传,超微电脑在服务器厂商中有优先拿到英伟达芯片的“权利”。AI服务器中,最核心的就是英伟达的芯片,只要拿到货,后面的生意就是一马平川。于是乎,超微电脑去年四季度,不仅营收翻倍,利润也大涨70%。可以说是完完整整地吃到了英伟达的超级红利。从股价走势上看,英伟达和超微电脑非常的相似,不过最近一个多月,超微电脑的上涨幅度明显高于英伟达。英伟达的涨幅只有50%左右,但超微电脑涨幅是英伟达的4倍多。股市的俗话,机会是跌出来,风险是涨出来的。任何一只股票,如此快速地上涨,都会引起市场的警觉,这大概就是超微电脑突然在英伟达大跌超4%那天大跌20%的原因。从获利的角度上看,一年10多倍的涨幅,尤其是过去一个月的涨幅,股价来到史无前例的1077美元,已经相当炸裂,此时选择获利了结,无可厚非。大家可能会问,国内喜欢炒产业链可以理解,毕竟我们在配套领域做得挺好,就像当年的手机厂,炒果链一度成为A股最亮丽的风景线,立讯精密、蓝思科技、歌尔、瑞声,论股价的阶段性涨幅,很多都超过苹果,甚至不乏百倍的公司。但美股,特别是美国公司,做终端做软件的多,做中低端配套产业链的公司很少,超微电脑怎么就跑出来了?而且,这是一个注册在美国,如假包换的美国公司。换个角度看就明白了,虽然注册地在美国,但产能基本在亚洲地区,比如中国台湾地区。所以,尽管股价涨了之后,各种看好声音、造神运动很多,但无可否认的是,超微电脑就是一家给芯片厂供应外设设备,以及组装成型的制造业公司。02到底谁在炒?前文特别强调了产能在亚洲这一块,为什么?主要是说明炒作资金的来源地。虽然没有确切的数据证明,但仅从逻辑上推理,大概可以得出炒作资金,主要有两大类:第一是来自亚洲的资金,因为亚洲人最了解组装产业链,也更多的一手信息,比如订单多少,排产多少,华尔街在这方面明显不是亚洲人的对手,更多的时候他们是被动跟随的状态,可以想象得到,第一波拉上去的资金,应该就来自亚洲资金;第二种就是被动型以及激进型的量化对冲资金,因为股价疯涨上去之后,会触发量化交易程序被动跟随,如果没有人为喊停,这种被动行为还会继续,直到有力量扭转局面。从业绩上看,超微电脑的股价完全有理由涨上去。但如果从交易层面上看,会发现一个比较严重的问题,那就是换手率。我们可以对比一下最近一个月英伟达和超微电脑的换手率。前者基本在1-3%之间波动,而后者在20-70%,在冲上1000美元的那段时间,换手率基本每天都达到50%。这预示着什么呢?等于说,每天有一半的持股人把股票抛了,套现走人。理论上讲,如果是好公司,持股者更倾向于长期持有,每天交易的量不会太大,因为长线持有,能够长期吃到公司发展的红利。而如果大涨之后,大量的持股者选择套现走人,要么意味着股价太高了,后期可能大幅回调,要么就是这家公司长期发展并没有想象中好,资金倾向于急流勇退。从超微电脑的利润率上看,毛利率15%,净利润7%,和亚洲擅长的代工业、制造业差不多。虽然绑定了英伟达,但和英伟达50%的净利润率相比,差距还是比较大的。这类生意在亚洲或许不错,毕竟不是每个洲都能像欧美那样,牢牢占据产业链最高端,但在美股市场,这类公司并不是华尔街主流机构配置的首选。这会带来一个潜在的风险,那就是缺乏长线资金压仓底,股价波动也会比较大。美股的另外一只股票MARA,可以为超微电脑未来的走势提供参考。03美国小票股的炒作逻辑MARA是做比特币矿机和矿场的供应商,简单地说,它购买了大量的矿机,形成挖矿场,供比特币矿工使用。这种生意和比特币的冷热程度高度相关,币价涨,它就涨,反之就下跌。去年第三季度,比特币大涨,MARA跟着也是一个大涨3倍之后腰斩。其后随着币价继续大涨,又开始新的大涨。虽然MARA所在的产业、商业模式,和超微电脑不一样。但有一个指标非常相似,那就是换手率。在过去数月的大涨大跌行情中,MARA的换手率基本维持在20-70%之间。从行为金融的角度来说,如果对未来缺乏长线的信心和预期,人们就会倾向于做短线交易,赚到钱及时落袋为安。这在很多小票股尤其明显,这点不管是美股还是A股,因为人性都一样。商业模式上,MARA也没有什么吸引人的地方,买矿机是重资产,建矿场也是重资产,盈利能力不可能会高到哪里去,而且至今还处于亏损状态,基本吸引不了华尔街主流机构的眼光,只会引来一些激进的散户和量化对冲基金。不过,相较而言,超微电脑会好一些,毕竟傍上了英伟达这个大哥。周四凌晨,英伟达再次发布超级炸裂的业绩,营收、指引全部超过市场预期,盘后立马拉涨10个点,基本收获之前几天的跌幅。受到英伟达大哥的提携,超微电脑股价盘后涨幅甚至高于英伟达。所以,只要英伟达继续吃肉,超微电脑吃更大的肉,大概率没有问题。这里需要提醒的是,如果某一天英伟达增长出现饱和,股价回调的时候,超微电脑也会跟随,而且幅度会更大。即使不是英伟达触发,股价疯涨之后,哪一天突然来一个大跌,是不需要什么理由的。04结语在未来一两年,超微电脑的业绩会受到英伟达大哥的带动,高速增长应该是没有问题的。只要能够继续交出超预期的业绩,公司61倍的PE,虽然有点高,但也不需要担心。至于股价走势,大概率会跟随英伟达。换句话说,英伟达继续涨,它就能够继续涨。所以那些因为看到超微电脑股价涨得太高而担心大幅回撤的投资者,有可能保守了。即便被称为“妖股”,但只有有业绩保证,华尔街也会有一些激进的资金冲进去,何况还有那么多亚洲的热钱在里面。只有到某个临界点,英伟达股价开始出现趋势性掉头向下之时,超微电脑才会大跌,而且可以肯定,跌幅肯定要大大超过英伟达。一定程度上,你可以把超微电脑看成英伟达的期权。如果英伟达跌10%,超微就要跌30%,如果英伟达跌30%,超微可能要砍掉90%。所以,买英伟达,用美股的价投策略,没有任何问题;但买超微电脑,用A股的炒小炒妖手法,或是期权的手法,也没什么问题。而基于这个特点,超微电脑的另外一个作用,就是用来对冲英伟达的下跌,如果手头上持有比较多的英伟达正股,在某个时间点担心英伟达下跌的话,卖空超微电脑也是不错的对冲手段。站在现在的节点上,如果你问超微电脑还会不会大涨?只能说,如果求稳,大可以选择落袋为安,因为低位进去到现在,盈利面已经相当令人满意;但如果你坚信富贵险中求,也可以继续战斗,继续赚钱,并非不可能,因为现在还看不到英伟达大幅回撤的可能性。(全文完)","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280825477443832,"gmtCreate":1709590015540,"gmtModify":1709590017133,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280825477443832","repostId":"2416145644","repostType":2,"repost":{"id":"2416145644","pubTimestamp":1709559226,"share":"https://www.laohu8.com/m/news/2416145644?lang=&edition=full","pubTime":"2024-03-04 21:33","market":"us","language":"zh","title":"发力东南亚,传特斯拉正商谈在泰国建厂事宜","url":"https://stock-news.laohu8.com/highlight/detail?id=2416145644","media":"智通财经网","summary":"据报道,特斯拉(TSLA.US)正与泰国政府商谈在该国建立生产设施的可能性。","content":"<html><head></head><body><p>3月4日,据报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正与泰国政府商谈在该国建立生产设施的可能性。据泰国总理办公室的一位官员称,特斯拉曾在去年年底到访该国进行实地考察。</p><p>据了解,泰国作为东南亚最大的汽车生产国和出口国,旨在成为该区域主要的电动汽车生产中心。为支持这一目标,泰国政府将向特斯拉提供100%的绿色能源以运行一个可生产电动汽车或电池的工厂。</p><p>值得注意的是,泰国目前已吸引了中国电动汽车制造商超14.4亿美元的投资承诺。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已经在泰国建立了经销商网络,按市场份额计算,为泰国汽车行业第三大销售商。继2023年泰国汽车市场出现负增长局面,预计该市场今年将迎来3%增长。</p><p>截至发稿,特斯拉股价在周一盘前交易中下跌了1.28%。该公司今年迄今下跌了约19%,交易价格远低于200日移动均线。SeekingAlpha对特斯拉的量化评级为“持有”,对该公司盈利能力及成长性评级较高,与估值和盈利修正上较低的评级相抵。</p></body></html>","source":"highlight_zhitongcaijin","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>发力东南亚,传特斯拉正商谈在泰国建厂事宜</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{ 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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发力东南亚,传特斯拉正商谈在泰国建厂事宜\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 21:33 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1081238.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月4日,据报道,特斯拉正与泰国政府商谈在该国建立生产设施的可能性。据泰国总理办公室的一位官员称,特斯拉曾在去年年底到访该国进行实地考察。据了解,泰国作为东南亚最大的汽车生产国和出口国,旨在成为该区域主要的电动汽车生产中心。为支持这一目标,泰国政府将向特斯拉提供100%的绿色能源以运行一个可生产电动汽车或电池的工厂。值得注意的是,泰国目前已吸引了中国电动汽车制造商超14.4亿美元的投资承诺。比亚迪...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1081238.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce341a37ec246076069133285a132978","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL 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339入的,意外的涨了这么多,太幸运了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/274738796540048","isVote":1,"tweetType":1,"viewCount":1885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274733532201088,"gmtCreate":1708111431853,"gmtModify":1708111433195,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274733532201088","repostId":"1174826116","repostType":4,"repost":{"id":"1174826116","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":1708086187,"share":"https://www.laohu8.com/m/news/1174826116?lang=&edition=full","pubTime":"2024-02-16 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20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>天风证券分析师郭明錤今天发布市场研究简报,简要回顾了今年1月到春节(2月中旬)期间手机产业的重要更新。</p><p>郭明錤指出,该时间段内一方面3000-4000元价位安卓机型需求稳定恢复,另一方面是2023年第1季度出货量基数较低,因此国内安卓手机出货量同比稳定增长。<strong>苹果iPhone在国内市场出货量同比继续下降,年初的降价对于提振出货量的贡献比较有限。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2d6b2f654f9b77960ce3f7edcb3a947","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174826116","content_text":"天风证券分析师郭明錤今天发布市场研究简报,简要回顾了今年1月到春节(2月中旬)期间手机产业的重要更新。郭明錤指出,该时间段内一方面3000-4000元价位安卓机型需求稳定恢复,另一方面是2023年第1季度出货量基数较低,因此国内安卓手机出货量同比稳定增长。苹果iPhone在国内市场出货量同比继续下降,年初的降价对于提振出货量的贡献比较有限。","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":266218433028424,"gmtCreate":1706030308093,"gmtModify":1706030309781,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"当然是抄特斯拉!追高就不要了吧!","listText":"当然是抄特斯拉!追高就不要了吧!","text":"当然是抄特斯拉!追高就不要了吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/266218433028424","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4158528387150352","authorId":"4158528387150352","name":"貌美女子","avatar":"https://static.tigerbbs.com/cc14323d0061c7448ba2e9efd6530fdb","crmLevel":2,"crmLevelSwitch":0},"content":"永远顶你宝宝 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狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":5,"crmLevelSwitch":0},"content":"苹果把心思都放在零配件加密上了!","text":"苹果把心思都放在零配件加密上了!","html":"苹果把心思都放在零配件加密上了!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250065870635240,"gmtCreate":1702068329720,"gmtModify":1702073577884,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>20年开户,可惜今年下半年才开始学习,晚了3年,原因就是被A股坑惨才不得已转战到美股,深深体会到不健全的市场真的不能参与!感谢老虎给我们这样的渠道,可以参与国际金融市场,愿老虎越办越好,客如云集,大家在这个公平的市场都翻倍赚钱!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>20年开户,可惜今年下半年才开始学习,晚了3年,原因就是被A股坑惨才不得已转战到美股,深深体会到不健全的市场真的不能参与!感谢老虎给我们这样的渠道,可以参与国际金融市场,愿老虎越办越好,客如云集,大家在这个公平的市场都翻倍赚钱!","text":"$老虎证券(TIGR)$ 20年开户,可惜今年下半年才开始学习,晚了3年,原因就是被A股坑惨才不得已转战到美股,深深体会到不健全的市场真的不能参与!感谢老虎给我们这样的渠道,可以参与国际金融市场,愿老虎越办越好,客如云集,大家在这个公平的市场都翻倍赚钱!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/250065870635240","isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579612413176972","authorId":"3579612413176972","name":"Yonny","avatar":"https://static.tigerbbs.com/231a2860cddd1bf2ffc3c16938f4673d","crmLevel":8,"crmLevelSwitch":1},"content":"欢迎欢迎,一起搞钱,哈哈","text":"欢迎欢迎,一起搞钱,哈哈","html":"欢迎欢迎,一起搞钱,哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272216815050792,"gmtCreate":1707496948460,"gmtModify":1707496950442,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"在此新春佳节来临之际,[抱拳]感恩有老虎🐯,恭祝虎友们新春快乐,阖家幸福,龙年吉祥!![烟花][爆竹][爆竹][爆竹]","listText":"在此新春佳节来临之际,[抱拳]感恩有老虎🐯,恭祝虎友们新春快乐,阖家幸福,龙年吉祥!![烟花][爆竹][爆竹][爆竹]","text":"在此新春佳节来临之际,[抱拳]感恩有老虎🐯,恭祝虎友们新春快乐,阖家幸福,龙年吉祥!![烟花][爆竹][爆竹][爆竹]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272216815050792","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297000822485280,"gmtCreate":1713538702590,"gmtModify":1713538704364,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"阅[眼眼] ","listText":"阅[眼眼] ","text":"阅[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297000822485280","repostId":"2428654463","repostType":2,"repost":{"id":"2428654463","pubTimestamp":1713535592,"share":"https://www.laohu8.com/m/news/2428654463?lang=&edition=full","pubTime":"2024-04-19 22:06","market":"us","language":"zh","title":"美股“抄底”机会来了?专家:建议逢低买入,标普500有望升破5400点","url":"https://stock-news.laohu8.com/highlight/detail?id=2428654463","media":"智通财经","summary":"她说,标普500指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,有可能在2024年收盘前将推高标普500指数升破5400点。标普500指数预计将连续第三周下跌,因在一系列火热的通胀报告出炉后,投资者降低了对美联储降息的预期。纽约梅隆银行财富管理部门预计2024年美股盈利将增长11%。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>财富管理部门首席投资官Sinead Colton Grant表示,美国股市从上月底创下的历史高点回落,给持有现金的投资者提供了买入的机会。她说,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,有可能在2024年收盘前将推高标普500指数升破5400点。</p><p>她在接受采访时表示:“历史上有很多这样的例子,投资者等待找到绝对低点,却错过了时机,所以如果你有资金可以配置,现在是开始增加敞口的好时机。这是一个迷人的市场,对投资者来说,最糟糕的事情就是完全持有现金。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92464c1e9b020d305de787d38e516ce9\" tg-width=\"695\" tg-height=\"371\"/></p><p>纽约梅隆银行财富管理部门增持美国大盘股,相对于国际和新兴市场股票,它更喜欢美国大盘股。虽然美国股市的市盈率高于其他市场,但Colton Grant表示喜欢大公司产生的自由现金流。她尤其看好科技、医疗保健和工业板块。</p><p>标普500指数预计将连续第三周下跌,因在一系列火热的通胀报告出炉后,投资者降低了对美联储降息的预期。亚特兰大联储主席博斯蒂克(Raphael Bostic)周四重申,他认为年底前降息都是不合适的。</p><p>但一直以来,纽约梅隆银行的降息预期都低于市场对今年降息幅度的预期。当投资者预期是六次降息时,该行的预期为四次。现在,该行只预计美联储将在12月份降息一次。Colton Grant表示:"我们首次看到市场真正对降息预期降低做出反应,我认为这是健康的。"她指出,今年年初,随着交易商缩减降息押注,股市几乎没有反应。</p><p>财报是股市从目前水平上涨的关键。纽约梅隆银行财富管理部门预计2024年美股盈利将增长11%。Colton Grant认为,美联储是否降息并不重要。她说,由于自2008年金融危机以来的大部分时间里,利率一直处于接近于零的水平,一种观点认为,股市需要接近于零的利率和接近2%的通胀率才能表现良好。但对她来说,这是有缺陷的逻辑。</p><p>Colton Grant表示:“股市可以在2%至4%的通胀率范围内表现良好,而我们目前的通胀率正是2%至4%。当我们的通胀率超过5%,并朝着两位数的方向发展时,问题就出现了,就像2022年那样。但我们认为,目前对股市来说,实际上是一个相当有利的环境。”</p></body></html>","source":"stock_zhitongcaijing","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>美股“抄底”机会来了?专家:建议逢低买入,标普500有望升破5400点</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1105844.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","VOO":"Vanguard标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","BK4581":"高盛持仓","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓","BK4588":"碎股","SDS":"两倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/1105844.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428654463","content_text":"纽约梅隆银行财富管理部门首席投资官Sinead Colton Grant表示,美国股市从上月底创下的历史高点回落,给持有现金的投资者提供了买入的机会。她说,标普500指数在2023年上涨24%之后,在第一季度飙升10%,创下自2019年以来的最佳开局,连续三周的暴跌是交易员的一次健康整合。从现在开始,Colton Grant预计,基于强劲的盈利增长和持续的经济势头,这轮涨势不仅会恢复,而且会扩大,有可能在2024年收盘前将推高标普500指数升破5400点。她在接受采访时表示:“历史上有很多这样的例子,投资者等待找到绝对低点,却错过了时机,所以如果你有资金可以配置,现在是开始增加敞口的好时机。这是一个迷人的市场,对投资者来说,最糟糕的事情就是完全持有现金。”纽约梅隆银行财富管理部门增持美国大盘股,相对于国际和新兴市场股票,它更喜欢美国大盘股。虽然美国股市的市盈率高于其他市场,但Colton Grant表示喜欢大公司产生的自由现金流。她尤其看好科技、医疗保健和工业板块。标普500指数预计将连续第三周下跌,因在一系列火热的通胀报告出炉后,投资者降低了对美联储降息的预期。亚特兰大联储主席博斯蒂克(Raphael Bostic)周四重申,他认为年底前降息都是不合适的。但一直以来,纽约梅隆银行的降息预期都低于市场对今年降息幅度的预期。当投资者预期是六次降息时,该行的预期为四次。现在,该行只预计美联储将在12月份降息一次。Colton Grant表示:\"我们首次看到市场真正对降息预期降低做出反应,我认为这是健康的。\"她指出,今年年初,随着交易商缩减降息押注,股市几乎没有反应。财报是股市从目前水平上涨的关键。纽约梅隆银行财富管理部门预计2024年美股盈利将增长11%。Colton Grant认为,美联储是否降息并不重要。她说,由于自2008年金融危机以来的大部分时间里,利率一直处于接近于零的水平,一种观点认为,股市需要接近于零的利率和接近2%的通胀率才能表现良好。但对她来说,这是有缺陷的逻辑。Colton Grant表示:“股市可以在2%至4%的通胀率范围内表现良好,而我们目前的通胀率正是2%至4%。当我们的通胀率超过5%,并朝着两位数的方向发展时,问题就出现了,就像2022年那样。但我们认为,目前对股市来说,实际上是一个相当有利的环境。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293942195069088,"gmtCreate":1712793750677,"gmtModify":1712793752470,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"但愿能持续!","listText":"但愿能持续!","text":"但愿能持续!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293942195069088","repostId":"1149446579","repostType":2,"repost":{"id":"1149446579","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":1712717603,"share":"https://www.laohu8.com/m/news/1149446579?lang=&edition=full","pubTime":"2024-04-10 10:53","market":"hk","language":"zh","title":"IPO热点速览|港股打新开启春日回暖模式?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149446579","media":"老虎资讯综合","summary":"4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!","content":"<html><head></head><body><p>4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb63cbe9ea2572ee38fcbd22b69e9fca\" tg-width=\"750\" tg-height=\"1888\"/></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>IPO热点速览|港股打新开启春日回暖模式?</title>\n<style 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10:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb63cbe9ea2572ee38fcbd22b69e9fca\" tg-width=\"750\" tg-height=\"1888\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"09879":"米高集团","02453":"美中嘉和","02536":"百乐皇宫","06959":"长久股份(一百)","02598":"连连数字","HSI":"恒生指数","02509":"荃信生物-B","02540":"乐思集团","HSTECH":"恒生科技指数","02497":"富景中国控股","02535":"泓基集团","02477":"经纬天地"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149446579","content_text":"4月10日,港股打新开启春日回暖模式?近期10支港股IPO新股,共计8支首日上涨,2支下跌。截至4月8日收盘,4支累计上涨翻倍,过半数累计上涨超50%!","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273976794529896,"gmtCreate":1707926628209,"gmtModify":1707955259523,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"在安全的地方,不论是城市郊区还是农村,有一座小木屋,是家也是工作室,有一小片菜地和一只狗子,一两只猫咪,几只鸡鸭,一个可以一起讨论所有问题、一起做家务的伴侣。即使到80岁,我希望自己仍然能做创造性的工作。","listText":"在安全的地方,不论是城市郊区还是农村,有一座小木屋,是家也是工作室,有一小片菜地和一只狗子,一两只猫咪,几只鸡鸭,一个可以一起讨论所有问题、一起做家务的伴侣。即使到80岁,我希望自己仍然能做创造性的工作。","text":"在安全的地方,不论是城市郊区还是农村,有一座小木屋,是家也是工作室,有一小片菜地和一只狗子,一两只猫咪,几只鸡鸭,一个可以一起讨论所有问题、一起做家务的伴侣。即使到80岁,我希望自己仍然能做创造性的工作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273976794529896","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264167236829360,"gmtCreate":1705511022979,"gmtModify":1705511027623,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"全部订阅了,如果抽到我就太感谢了[害羞]","listText":"全部订阅了,如果抽到我就太感谢了[害羞]","text":"全部订阅了,如果抽到我就太感谢了[害羞]","images":[{"img":"https://static.tigerbbs.com/dd9bdc6efd06bbe543b064a44640c322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264167236829360","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":256479717040440,"gmtCreate":1703636344199,"gmtModify":1703636345998,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"亚马孙上周高点没卖掉,又回落了,不会低买高卖,还要学习呀!","listText":"亚马孙上周高点没卖掉,又回落了,不会低买高卖,还要学习呀!","text":"亚马孙上周高点没卖掉,又回落了,不会低买高卖,还要学习呀!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256479717040440","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274078141292680,"gmtCreate":1707960934840,"gmtModify":1707966145206,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"我的原则就是分散投资,鸡蛋不放在一个篮子里!坚持科技大方向,同时关注传统稳定收益行业公司。还需要跟各位虎友学习交流[抱拳] 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策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20231208 260.0 call\">$TSLA 20231208 260.0 call$</a> TSLA 2023/12/08 260.0 1.410000 0.440000 18.22% <a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20231208 505.0 call\">$NVDA 20231208 505.0 call$</a> NVDA 2023/12/08 505.0 4.000000 0.340000 25.47%","listText":"卖备兑看涨期权(sell covered call),是很多大的基金采用的策略,美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20231208 260.0 call\">$TSLA 20231208 260.0 call$</a> TSLA 2023/12/08 260.0 1.410000 0.440000 18.22% <a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20231208 505.0 call\">$NVDA 20231208 505.0 call$</a> NVDA 2023/12/08 505.0 4.000000 0.340000 25.47%","text":"卖备兑看涨期权(sell covered call),是很多大的基金采用的策略,美股散户也可以借鉴该策略。您可以在持有股票的同时获得收益。 策略执行方法是,持有或买入股票,卖出股票相对应的看涨期权。这个策略适合长期持有某些近期横盘不动或者有利空消息的股票的投资者,通过做备兑,对冲一下风险,可能会获得额外收益。 小涨多赚钱,不涨多赚钱,下跌少亏钱。只有股票暴涨时不推荐做备兑。所以在长期持有一些标的时滚动做备兑,对成熟投资者,可能是一个很好的策略。 收益对比 假设2021年1月1日到12月17日期间投资者持有亚马逊 200股股票 持有期间如果无操作,则最后的总资产为675484美元 持有期间如果进行covered call策略,每周操作一次;如果行权卖出100股股票后,下一个交易日再买入100股。最后的总资产为728898美元。 Covered Call策略:卖出看涨期权池(仅供参考) 期权代码 标的代码 到期日 行权价 权利金 隐含波动率 年化收益率 $TSLA 20231208 260.0 call$ TSLA 2023/12/08 260.0 1.410000 0.440000 18.22% $NVDA 20231208 505.0 call$ NVDA 2023/12/08 505.0 4.000000 0.340000 25.47%","images":[{"img":"https://static.tigerbbs.com/156e8483f0c3a134a64b4bef3013c761"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/246000372219976","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264200425599304,"gmtCreate":1705519260855,"gmtModify":1705568079344,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 长期看涨,短期很可能跌破200","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 长期看涨,短期很可能跌破200","text":"$特斯拉(TSLA)$ 长期看涨,短期很可能跌破200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264200425599304","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211226929815624,"gmtCreate":1692589558611,"gmtModify":1692589661953,"author":{"id":"3468529827816752","authorId":"3468529827816752","name":"irisQ","avatar":"https://static.tigerbbs.com/0ff88a694b7618b91fac843f49cb0f46","crmLevel":7,"crmLevelSwitch":1},"themes":[],"htmlText":"多行不义必自毙!","listText":"多行不义必自毙!","text":"多行不义必自毙!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211226929815624","repostId":"1153893576","repostType":2,"repost":{"id":"1153893576","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":1692589074,"share":"https://www.laohu8.com/m/news/1153893576?lang=&edition=full","pubTime":"2023-08-21 11:37","market":"hk","language":"zh","title":"突然塌了!《中国好声音》母公司股价再度暴跌近30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153893576","media":"老虎资讯综合","summary":"两日内市值一度蒸发逾220亿港元。","content":"<html><head></head><body><p>上周五大跌23.43%的星空华文今日盘中再度暴跌,截至发稿跌近30%。两日来累跌45%,两日内市值一度蒸发逾220亿港元,股价创今年1月以来新低。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41e9519d1955ad48ce061f3061fe9046\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>天后李玟生前在节目《中国好声音》担任导师时“遭遇不公对待,甚至遭到节目组羞辱”一事继续发酵。随着多名学员也站出来揭露节目内幕,8月20日晚,浙江广播电视集团在其官方网站上发布了一份《致<中国好声音>观众和网友》的通知,表示将对由此引发的争议进行调查和核实。</p><p>与此同时,好声音的评分也在逐日下降。截至21日上午,《中国好声音2022》豆瓣评分已降至3.2分。而新一季好声音则暂未开分。</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>突然塌了!《中国好声音》母公司股价再度暴跌近30%</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 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11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>上周五大跌23.43%的星空华文今日盘中再度暴跌,截至发稿跌近30%。两日来累跌45%,两日内市值一度蒸发逾220亿港元,股价创今年1月以来新低。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41e9519d1955ad48ce061f3061fe9046\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>天后李玟生前在节目《中国好声音》担任导师时“遭遇不公对待,甚至遭到节目组羞辱”一事继续发酵。随着多名学员也站出来揭露节目内幕,8月20日晚,浙江广播电视集团在其官方网站上发布了一份《致<中国好声音>观众和网友》的通知,表示将对由此引发的争议进行调查和核实。</p><p>与此同时,好声音的评分也在逐日下降。截至21日上午,《中国好声音2022》豆瓣评分已降至3.2分。而新一季好声音则暂未开分。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80faf07e7a8f3391ac3772de8d086818","relate_stocks":{"06698":"星空华文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153893576","content_text":"上周五大跌23.43%的星空华文今日盘中再度暴跌,截至发稿跌近30%。两日来累跌45%,两日内市值一度蒸发逾220亿港元,股价创今年1月以来新低。天后李玟生前在节目《中国好声音》担任导师时“遭遇不公对待,甚至遭到节目组羞辱”一事继续发酵。随着多名学员也站出来揭露节目内幕,8月20日晚,浙江广播电视集团在其官方网站上发布了一份《致<中国好声音>观众和网友》的通知,表示将对由此引发的争议进行调查和核实。与此同时,好声音的评分也在逐日下降。截至21日上午,《中国好声音2022》豆瓣评分已降至3.2分。而新一季好声音则暂未开分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}