SilenceMoon的个人主页 - 老虎社区

SilenceMoon

SilenceMoon

学习为主

IP属地：江苏

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0勋章

10-11

$特斯拉(TSLA)$ 虽然投资者预期太高，太急了，但是特斯拉这技术绝对是领先全世界的

08-02

等到他的13代14代i5i7i9芯片爆雷的事情在三季度财报里体现出来再看看会跌倒多少吧

07-26

$NQ100指数主连 2409(NQmain)$ 再跌个几天再看吧

06-20

$美光科技(MU)$ 年底至少190-220

06-18

要是有个功能能实时分享自己的持仓股票的收益率就好了

06-16

这篇文章不错，转发给大家看看

全球“抱团”美股，美股“抱团”AI

06-11

$苹果(AAPL)$ 新界面丑得可以把乔布斯气活了

06-11

$礼来(LLY)$ 当Tirzepatide上市，礼来的股市能涨到多少呢[思考]

06-04

$苹果(AAPL)$ 当然可以，希望苹果这次能带给我们惊喜

06-03

$游戏驿站(GME)$ 夜盘系统直接撤单？不让交易了么[笑哭]

05-31

只要英伟达不突然脑抽发布像Apple Vision那样的高科技产品，不会超过7月底就能超过果子了。

05-31

$拼多多(PDD)$ 部分产品打上显著标签显示比淘宝京东抖音便宜多少，还有自动比价系统，显然他们这次618就是冲着全网最低价的策略去的，这也是在消费降级时代和其他电商平台争夺用户的最明智的决定。什么高端联名限量高质价保，现在统统没用，就是最低价，就是仅退款，就是直播推荐，就是赚穷人钱，你京东阿里巴巴这几年究竟玩明白没有啊[捂脸] ，咋一直追着别人学还学不明白呢[捂脸] 淘宝你那Gmv都快没抖音电商高了还以为自己可以慢慢改吗。今年这618估计又是拼多多要靠假货和瑕疵品夺冠了。大家又要一边喊着劣币驱逐良币一边又继续看拼多多财报利润惊人了。

05-29

$拼多多(PDD)$ 这个会是Temu在美国无法清关导致的吗？[捂脸] 明明这么好的财报，股价却在下跌，老外宁可信阿里巴巴也不信拼多多……

05-22

$英伟达(NVDA)$ Is it going to get ugly?

05-22

$MGO Global Inc.(MGOL)$ 最后一笔Meme股，处理完去赌英伟达财报了

05-20

$做空波动率指数期货ETF(SVIX)$ Meme股太疯狂了，先把钱💰放这里冷静一下......等这波风潮过去了再看看有没有机会吧………

05-16

$游戏驿站(GME)$ 现在和$AMC院线(AMC)$ $Faraday Future(FFIE)$ 已经过时了，人们在找下一个ffie $Crown Electrokinetics Corp.(CRKN)$ $Greenwave Technology Solutions Inc.(GWAV)$

05-16

$Greenwave Technology Solutions Inc.(GWAV)$ 目前美国散户都在买这个呢还有$Crown Electrokinetics Corp.(CRKN)$ ，主打一个逼空[开心]

05-14

$游戏驿站(GME)$ 还好盘前跑了………

04-25

$英伟达(NVDA)$ 今天到750？

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虽然投资者预期太高，太急了，但是特斯拉这技术绝对是领先全世界的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358919623999528","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334042617081904,"gmtCreate":1722586417283,"gmtModify":1722586550123,"author":{"id":"3476157925784149","authorId":"3476157925784149","name":"SilenceMoon","avatar":"https://static.tigerbbs.com/c12e37e047e024932ea6014b33016a68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3476157925784149","authorIdStr":"3476157925784149"},"themes":[],"htmlText":"等到他的13代14代i5i7i9芯片爆雷的事情在三季度财报里体现出来再看看会跌倒多少吧","listText":"等到他的13代14代i5i7i9芯片爆雷的事情在三季度财报里体现出来再看看会跌倒多少吧","text":"等到他的13代14代i5i7i9芯片爆雷的事情在三季度财报里体现出来再看看会跌倒多少吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334042617081904","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331645169725536,"gmtCreate":1721974964852,"gmtModify":1721974966062,"author":{"id":"3476157925784149","authorId":"3476157925784149","name":"SilenceMoon","avatar":"https://static.tigerbbs.com/c12e37e047e024932ea6014b33016a68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3476157925784149","authorIdStr":"3476157925784149"},"themes":[],"htmlText":"<a 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年底至少190-220","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 年底至少190-220","text":"$美光科技(MU)$ 年底至少190-220","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318786536530144","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318156578054360,"gmtCreate":1718713488853,"gmtModify":1718713490895,"author":{"id":"3476157925784149","authorId":"3476157925784149","name":"SilenceMoon","avatar":"https://static.tigerbbs.com/c12e37e047e024932ea6014b33016a68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3476157925784149","authorIdStr":"3476157925784149"},"themes":[],"htmlText":"要是有个功能能实时分享自己的持仓股票的收益率就好了","listText":"要是有个功能能实时分享自己的持仓股票的收益率就好了","text":"要是有个功能能实时分享自己的持仓股票的收益率就好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318156578054360","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317449495142656,"gmtCreate":1718541369362,"gmtModify":1718541370909,"author":{"id":"3476157925784149","authorId":"3476157925784149","name":"SilenceMoon","avatar":"https://static.tigerbbs.com/c12e37e047e024932ea6014b33016a68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3476157925784149","authorIdStr":"3476157925784149"},"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/317449495142656","repostId":"2443943580","repostType":2,"repost":{"id":"2443943580","pubTimestamp":1718506695,"share":"https://www.laohu8.com/m/news/2443943580?lang=&edition=full","pubTime":"2024-06-16 10:58","market":"us","language":"zh","title":"全球“抱团”美股，美股“抱团”AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2443943580","media":"华尔街见闻","summary":"过去一个月内，全球约有300亿美元新资金流入股票基金，其中高达94%投向了美国资产；一季度，海外投资者购入了1870亿美元美国公司债券，同比增长61%。","content":"<html><head></head><body><blockquote><p>过去一个月内，全球约有300亿美元新资金流入股票基金，其中高达94%投向了美国资产；一季度，海外投资者购入了1870亿美元美国公司债券，同比增长61%。</p></blockquote><p>尽管美国面临债务问题和大选带来的政治分歧，但在欧洲选举压力、日央行再度推迟公布缩表细节致使日元汇率风险不减的双重夹击下，<strong>全球投资者纷纷“抱团”美国股债。</strong></p><p>本周，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的涨幅创下过去15个月最高周涨幅。同时，美国长期国债收益率也上升至3.5%，创下了2024年的最佳表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ef34ff6711c3e7e16c7c84e0a47cfa0\" tg-width=\"560\" tg-height=\"240\"/></p><p>来到美股市场，随着<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>三家“3万亿巨头”市值轮番创下历史新高，<strong>AI/科技相关公司则成为资金抱团的“首要目标”。</strong><a href=\"https://laohu8.com/S/WFC\">富国银行</a>投资研究所高级全球市场策略师Sameer Samana表示：</p><blockquote><p>“美国拥有一批在全球其他地方无可匹敌的AI/科技相关公司......</p><p>（因此，美国市场对全球投资者的吸引力）可能会持续一段时间，直到这些因素发生变化，或者出现合适的替代品。”</p></blockquote><p>投资公司Research Affiliates的股票策略首席投资官Que Nguyen则认为，<strong>在最大科技公司所占权重极高的背景下，追逐美国股票的收益也存在风险：</strong></p><blockquote><p>“我们已经进入了一个大公司变得更大的时代，目前尚不清楚这种情况是否能维持下去......</p><p>美国大公司主导地位将面临挑战，面临来自较小公司或海外竞争对手的潜在威胁。”</p></blockquote><h2 id=\"id_4203434702\">全球投资者“抱团”美国股债</h2><p>尽管美联储暗示将放缓加息步伐、 激烈的美国大选带来诸多不确定性，但全球投资者仍纷纷涌入美国市场。</p><p>道明证券 (TD Securities) 整理的EPFR Global数据显示，过去一个月内，约有300亿美元新资金流入股票基金，其<strong>中高达94%投向了美国资产，尤其是科技股领域，且衡量投资者对美国股票偏好的指标徘徊在三年高位。</strong></p><p><strong>国际投资者对于美国信贷市场同样兴趣高涨。</strong><a href=\"https://laohu8.com/S/APO\">阿波罗全球管理</a>公司首席经济学家Torsten Slok表示，2024年第一季度，海外投资者购入了1870亿美元美国公司债券，同比增长61%。</p><p>在除美国以外的全球市场，MSCI全球指数（不包括美国）下跌超过2%。日本央行对债券购买计划缺乏详细说明，给日元带来了压力；欧洲的情况更加糟糕，在法国马克龙决定提前举行选举后，法国股市出现了两年多来的最大跌幅，抹去了2024年的所有涨幅。</p><p>投资公司Berenberg资产策略主管Ulrich Urbahn表示：</p><blockquote><p>“美国拥有最大、最具创新性的公司，盈利增长强劲，同时也受益于该国目前的‘避险地位’......</p><p>势头会催生势头。FOMO（错失恐惧症）显然也是一个原因。”</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2e6b27d7c8369dd43441c90263262c4\" tg-width=\"1024\" tg-height=\"549\"/></p><h2 id=\"id_387380327\">美股“抱团”AI，市场“头重脚轻”</h2><p>来到美股市场，<strong>AI/科技相关公司则成为资金抱团的“首要目标”。</strong>根据EPFR Global 和美国银行汇编的数据，本周美股科技板块流入资金达21 亿美元，为3月份以来的最高水平。</p><p>数据显示，在美国长期股票型共同基金中，今年唯一一个行业敞口增加的领域便是科技。根据<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>策略师Venu Krishna等人编制的数据，银行、医疗保健和非必需消费品公司在这些投资组合中的低配比例不断增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cce480a83f91d1405e111636c2631db1\" tg-width=\"948\" tg-height=\"641\"/></p><p>与此同时，在Mag 7概念逐渐被人忘却，所占的权重极高的苹果、微软、英伟达三家“3万亿巨头”搭台唱戏的背景下，美股市场的“集中度风险”似乎也在不断提升，市场分化现象越来越明显。金融博客Zerohedge评论称：</p><blockquote><p>“现在似乎重要的只有前三大科技公司——苹果、微软和英伟达——它们的市值几乎相同，都约为3.2万亿美元...... 实际上，现在再也没有什么比这三家公司更重要的了 ”</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc6b8feff598f80da3621f2220432dd5\" tg-width=\"1024\" tg-height=\"561\"/></p><p>数据显示，尽管标普指数在本周连续四次创下历史新高，但等权重标普在过去4个月内没有任何变化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bc56112596b8123fa8d714ab25d68b8\" tg-width=\"1024\" tg-height=\"561\"/></p><p>这种现象不止存在于科技股与非科技的对比中。即使在科技领域内，也存在惊人的分歧——<strong>例如，周四纳指有72%的成分股收盘走低，创下新低的股票数量是创下新高的股票数量的两倍多，但当日纳指仍创下了新高</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5edf7ff9126ea11442766d3e8f3e7e62\" tg-width=\"1024\" tg-height=\"563\"/></p><p>而等权重的纳斯达克指数在过去10天中有9天表现不佳。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02283989078b48a685b0c02d93144c7d\" tg-width=\"1024\" tg-height=\"564\"/></p><p>美国资产的集中势头，也给那些遵循地理多样化策略的投资者带来了麻烦。彭博编制的数据显示，在644只专注于国际资产的ETF中，只有不到7%的基金跑赢了标普500指数。</p></body></html>","source":"wallstreetcn_hot_news","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>全球“抱团”美股，美股“抱团”AI</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{ 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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全球“抱团”美股，美股“抱团”AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-16 10:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3717297><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一个月内，全球约有300亿美元新资金流入股票基金，其中高达94%投向了美国资产；一季度，海外投资者购入了1870亿美元美国公司债券，同比增长61%。尽管美国面临债务问题和大选带来的政治分歧，但在欧洲选举压力、日央行再度推迟公布缩表细节致使日元汇率风险不减的双重夹击下，全球投资者纷纷“抱团”美国股债。本周，标普500指数的涨幅创下过去15个月最高周涨幅。同时，美国长期国债收益率也上升至3.5%，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717297\">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":{"LU0072462426.USD":"贝莱德全球配置 A2","BK4535":"淡马锡持仓","BK4543":"AI","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4559":"巴菲特持仓","BK4538":"云计算","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE 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ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","MSFT":"微软","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3717297","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443943580","content_text":"过去一个月内，全球约有300亿美元新资金流入股票基金，其中高达94%投向了美国资产；一季度，海外投资者购入了1870亿美元美国公司债券，同比增长61%。尽管美国面临债务问题和大选带来的政治分歧，但在欧洲选举压力、日央行再度推迟公布缩表细节致使日元汇率风险不减的双重夹击下，全球投资者纷纷“抱团”美国股债。本周，标普500指数的涨幅创下过去15个月最高周涨幅。同时，美国长期国债收益率也上升至3.5%，创下了2024年的最佳表现。来到美股市场，随着苹果、微软、英伟达三家“3万亿巨头”市值轮番创下历史新高，AI/科技相关公司则成为资金抱团的“首要目标”。富国银行投资研究所高级全球市场策略师Sameer Samana表示：“美国拥有一批在全球其他地方无可匹敌的AI/科技相关公司......（因此，美国市场对全球投资者的吸引力）可能会持续一段时间，直到这些因素发生变化，或者出现合适的替代品。”投资公司Research Affiliates的股票策略首席投资官Que Nguyen则认为，在最大科技公司所占权重极高的背景下，追逐美国股票的收益也存在风险：“我们已经进入了一个大公司变得更大的时代，目前尚不清楚这种情况是否能维持下去......美国大公司主导地位将面临挑战，面临来自较小公司或海外竞争对手的潜在威胁。”全球投资者“抱团”美国股债尽管美联储暗示将放缓加息步伐、 激烈的美国大选带来诸多不确定性，但全球投资者仍纷纷涌入美国市场。道明证券 (TD Securities) 整理的EPFR Global数据显示，过去一个月内，约有300亿美元新资金流入股票基金，其中高达94%投向了美国资产，尤其是科技股领域，且衡量投资者对美国股票偏好的指标徘徊在三年高位。国际投资者对于美国信贷市场同样兴趣高涨。阿波罗全球管理公司首席经济学家Torsten Slok表示，2024年第一季度，海外投资者购入了1870亿美元美国公司债券，同比增长61%。在除美国以外的全球市场，MSCI全球指数（不包括美国）下跌超过2%。日本央行对债券购买计划缺乏详细说明，给日元带来了压力；欧洲的情况更加糟糕，在法国马克龙决定提前举行选举后，法国股市出现了两年多来的最大跌幅，抹去了2024年的所有涨幅。投资公司Berenberg资产策略主管Ulrich Urbahn表示：“美国拥有最大、最具创新性的公司，盈利增长强劲，同时也受益于该国目前的‘避险地位’......势头会催生势头。FOMO（错失恐惧症）显然也是一个原因。”美股“抱团”AI，市场“头重脚轻”来到美股市场，AI/科技相关公司则成为资金抱团的“首要目标”。根据EPFR Global 和美国银行汇编的数据，本周美股科技板块流入资金达21 亿美元，为3月份以来的最高水平。数据显示，在美国长期股票型共同基金中，今年唯一一个行业敞口增加的领域便是科技。根据巴克莱银行策略师Venu Krishna等人编制的数据，银行、医疗保健和非必需消费品公司在这些投资组合中的低配比例不断增加。与此同时，在Mag 7概念逐渐被人忘却，所占的权重极高的苹果、微软、英伟达三家“3万亿巨头”搭台唱戏的背景下，美股市场的“集中度风险”似乎也在不断提升，市场分化现象越来越明显。金融博客Zerohedge评论称：“现在似乎重要的只有前三大科技公司——苹果、微软和英伟达——它们的市值几乎相同，都约为3.2万亿美元...... 实际上，现在再也没有什么比这三家公司更重要的了 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14:48","market":"sh","language":"zh","title":"日赚4亿！“两桶油”业绩爆了，堪比印钞机","url":"https://stock-news.laohu8.com/highlight/detail?id=1187396526","media":"格隆汇","summary":"今年以来油价大涨，2022年上半年，国际油价大涨了41%。也因此，“两桶油”上半年均日赚4亿元，均创历史同期最好水平，合计净利润超过1500亿元，接近去年全年净利润之和。8月25日晚间，中国石油、中国","content":"<html><head></head><body><p>今年以来油价大涨，2022年上半年，国际油价大涨了41%。也因此，“两桶油”上半年均日赚4亿元，均创历史同期最好水平，<b>合计净利润超过1500亿元，接近去年全年净利润之和。</b></p><p>8月25日晚间，<a href=\"https://laohu8.com/S/601857\">中国石油</a>、<a href=\"https://laohu8.com/S/600938\">中国海油</a>双双披露半年报数据。<b>如果按上半年181天计算，中国石油日赚4.55亿元，中国海油日赚3.97亿元。</b></p><p>具体来看，2022年上半年，<b>中国石油</b>实现营业收入1.61万亿元，比上年同期增长34.9%；归属于母公司股东净利润823.91亿元，比上年同期增长55.3%；公司财务状况健康良好，自由现金流同比增加892.1亿元。值得一提的是，中国石油上半年业绩创历年同期最好水平。</p><p><img src=\"https://static.tigerbbs.com/5fcd7cb069676c3d968f0cc2b2947d43\" tg-width=\"525\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>中国海油上半年，公司实现营业收入2023.55亿元，同比增长84%；归母净利润718.87亿元，同比增长116%，<b>净利润创历史新高</b>。公司董事会决定派发2022年中期股息每股0.70港元(含税)，创历史同期新高。按公司总股本计算，需要派息333.46亿港元分红，折合人民币约291亿元。</p><p><img src=\"https://static.tigerbbs.com/c01e2f4731aebf9426e5b438ae2dc19c\" tg-width=\"552\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p><b>均因国际油价大涨超60%而利润暴增</b></p><p>分析普遍提到了今年国际油气大涨对<a href=\"https://laohu8.com/S/PTR\">中石油</a>和<a href=\"https://laohu8.com/S/CEO\">中海油</a>的利润增厚作用。</p><p>上半年，受供求关系、地缘政治等因素影响，国际原油价格大幅上涨。原油市场方面，<b>布伦特原油</b>现货平均价格为107.94美元/桶，比上年同期上升66.1%；<b>美国西得克萨斯中质原油（“WTI”）</b>现货平均价格为101.85美元/桶，比上年同期上升63.7%。成品油市场方面，国家12次调整国内汽油、柴油价格，汽油标准品价格累计上调2400元/吨，柴油标准品价格累计上调2310元/吨。</p><p>中国石油表示，<b>营业收入增长主要由于随着国际油价上涨，集团油气产品销售价格上升，同期油气净产量再创历史同期新高，达304.8百万桶油当量，同比增长9.6%。</b>公司在国内将继续加强塔里木、四川、<a href=\"https://laohu8.com/S/600295\">鄂尔多斯</a>、准噶尔、松辽、渤海湾等重点盆地的规模效益勘探开发，加大页岩气、页岩油等非常规资源开发力度，推进清洁电力、CCUS等新能源工程；海外聚焦重点区块深化规模效益勘探，加强中东、中亚、美洲等重点项目产能建设，持续优化业务布局和资产结构。</p><p>中国海油也表示，在中国，公司积极寻找大中型油气田，加大甩开勘探力度，努力突破新领域，持续推进勘探开发一体化；在海外，聚焦圭亚那等勘探核心区开展高效勘探评价，实现权益经济可采储量高速增长。<b>上半年中国海油的石油产量同比增长8%，主要得益于新油田投产；天然气产量同比大涨16%，主要源于“深海一号”大气田投产和陆上非常规天然气产量上升。</b></p><p>有分析师认为，中长期油价有望维持高位。<a href=\"https://laohu8.com/S/601788\">光大证券</a>认为，由于经济衰退预期加剧和原油供给紧张态势趋于缓和，油价出现较大幅度回调。但是，考虑到2022年供需基本面维持紧张、长期原油供需仍维持紧平衡，维持对2022年及中长期油价景气度的判断。</p><p>此外，值得一提的是，不久前，中石油、<a href=\"https://laohu8.com/S/SNP\">中石化</a>等多家公司曾宣布拟将美国存托股份从纽交所退市。对此，<b>中国石油高管重申，这主要考虑了股东利益、中美两地上市监管差异的行政负担，以及ADR交易规模占比较小，相信公司股份继续在香港及上海交易可满足融资需求，预计9月8日左右从纽交所退市。</b></p><p><b>下半年国际油价走势如何？</b></p><p>近期，原油价格低位回升，在一周左右时间内，布伦特原油价格从91美元/桶左右上行至102美元/桶左右，涨幅超过10美元/桶。连续反弹后，国际油价周四冲高回落，出现跳水。截至当日收盘，美油期货下跌2.5%，结算价报收92.52美元/桶。布油期货下跌1.9%，结算价报99.34美元/桶。</p><p>美国汽油需求的疲软引发了人们对经济活动放缓的担忧，并推动了价格走低。根据美国能源信息署(EIA)公布的最新数据，上周美国对汽油的整体需求下挫，使得四周的汽油产品日均供应量比上年同期低7%。</p><p>业内人士认为，国际油价从本周一开启反弹行情，<b>原因在于沙特能源大臣认为石油期货和基本面越来越脱节，可能迫使OPEC+采取行动，并考虑动用减产这个选项。</b></p><p>对于接下来，国际油价走势，<a href=\"https://laohu8.com/S/601162\">天风证券</a>表示，2022年以来原油市场以及国际成品油市场为供给端主导。对下半年油价，<b>延续中期策略观点：需求端，后疫情阶段，预计2022年底原油需求有望逐步回到2019年的前高水平。</b>美国页岩油产量2022年将在2021年基础上有比较明显的增长，但仍未回到前高2019年水平。俄罗斯受制裁影响，2022年二、三季度预计产量环比下降，第四季度预计随着航线调整回升。OPEC产量路径变化尚待观察，但根据IEA判断实际增产能力已经有限。预测下半年油价在100-120美金/桶区间运行。</p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>亦认为，<b>在中长期维度油价将继续维持高位，未来3-5年能源资源有望处在长景气周期。</b>从需求端看，在碳达峰和新旧能源结构转型尚未完全实现的背景下，未来3-5年原油需求还存在上升空间。</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>日赚4亿！“两桶油”业绩爆了，堪比印钞机</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日赚4亿！“两桶油”业绩爆了，堪比印钞机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2022-08-26 14:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>今年以来油价大涨，2022年上半年，国际油价大涨了41%。也因此，“两桶油”上半年均日赚4亿元，均创历史同期最好水平，<b>合计净利润超过1500亿元，接近去年全年净利润之和。</b></p><p>8月25日晚间，<a href=\"https://laohu8.com/S/601857\">中国石油</a>、<a href=\"https://laohu8.com/S/600938\">中国海油</a>双双披露半年报数据。<b>如果按上半年181天计算，中国石油日赚4.55亿元，中国海油日赚3.97亿元。</b></p><p>具体来看，2022年上半年，<b>中国石油</b>实现营业收入1.61万亿元，比上年同期增长34.9%；归属于母公司股东净利润823.91亿元，比上年同期增长55.3%；公司财务状况健康良好，自由现金流同比增加892.1亿元。值得一提的是，中国石油上半年业绩创历年同期最好水平。</p><p><img src=\"https://static.tigerbbs.com/5fcd7cb069676c3d968f0cc2b2947d43\" tg-width=\"525\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>中国海油上半年，公司实现营业收入2023.55亿元，同比增长84%；归母净利润718.87亿元，同比增长116%，<b>净利润创历史新高</b>。公司董事会决定派发2022年中期股息每股0.70港元(含税)，创历史同期新高。按公司总股本计算，需要派息333.46亿港元分红，折合人民币约291亿元。</p><p><img src=\"https://static.tigerbbs.com/c01e2f4731aebf9426e5b438ae2dc19c\" tg-width=\"552\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p><b>均因国际油价大涨超60%而利润暴增</b></p><p>分析普遍提到了今年国际油气大涨对<a href=\"https://laohu8.com/S/PTR\">中石油</a>和<a href=\"https://laohu8.com/S/CEO\">中海油</a>的利润增厚作用。</p><p>上半年，受供求关系、地缘政治等因素影响，国际原油价格大幅上涨。原油市场方面，<b>布伦特原油</b>现货平均价格为107.94美元/桶，比上年同期上升66.1%；<b>美国西得克萨斯中质原油（“WTI”）</b>现货平均价格为101.85美元/桶，比上年同期上升63.7%。成品油市场方面，国家12次调整国内汽油、柴油价格，汽油标准品价格累计上调2400元/吨，柴油标准品价格累计上调2310元/吨。</p><p>中国石油表示，<b>营业收入增长主要由于随着国际油价上涨，集团油气产品销售价格上升，同期油气净产量再创历史同期新高，达304.8百万桶油当量，同比增长9.6%。</b>公司在国内将继续加强塔里木、四川、<a href=\"https://laohu8.com/S/600295\">鄂尔多斯</a>、准噶尔、松辽、渤海湾等重点盆地的规模效益勘探开发，加大页岩气、页岩油等非常规资源开发力度，推进清洁电力、CCUS等新能源工程；海外聚焦重点区块深化规模效益勘探，加强中东、中亚、美洲等重点项目产能建设，持续优化业务布局和资产结构。</p><p>中国海油也表示，在中国，公司积极寻找大中型油气田，加大甩开勘探力度，努力突破新领域，持续推进勘探开发一体化；在海外，聚焦圭亚那等勘探核心区开展高效勘探评价，实现权益经济可采储量高速增长。<b>上半年中国海油的石油产量同比增长8%，主要得益于新油田投产；天然气产量同比大涨16%，主要源于“深海一号”大气田投产和陆上非常规天然气产量上升。</b></p><p>有分析师认为，中长期油价有望维持高位。<a href=\"https://laohu8.com/S/601788\">光大证券</a>认为，由于经济衰退预期加剧和原油供给紧张态势趋于缓和，油价出现较大幅度回调。但是，考虑到2022年供需基本面维持紧张、长期原油供需仍维持紧平衡，维持对2022年及中长期油价景气度的判断。</p><p>此外，值得一提的是，不久前，中石油、<a href=\"https://laohu8.com/S/SNP\">中石化</a>等多家公司曾宣布拟将美国存托股份从纽交所退市。对此，<b>中国石油高管重申，这主要考虑了股东利益、中美两地上市监管差异的行政负担，以及ADR交易规模占比较小，相信公司股份继续在香港及上海交易可满足融资需求，预计9月8日左右从纽交所退市。</b></p><p><b>下半年国际油价走势如何？</b></p><p>近期，原油价格低位回升，在一周左右时间内，布伦特原油价格从91美元/桶左右上行至102美元/桶左右，涨幅超过10美元/桶。连续反弹后，国际油价周四冲高回落，出现跳水。截至当日收盘，美油期货下跌2.5%，结算价报收92.52美元/桶。布油期货下跌1.9%，结算价报99.34美元/桶。</p><p>美国汽油需求的疲软引发了人们对经济活动放缓的担忧，并推动了价格走低。根据美国能源信息署(EIA)公布的最新数据，上周美国对汽油的整体需求下挫，使得四周的汽油产品日均供应量比上年同期低7%。</p><p>业内人士认为，国际油价从本周一开启反弹行情，<b>原因在于沙特能源大臣认为石油期货和基本面越来越脱节，可能迫使OPEC+采取行动，并考虑动用减产这个选项。</b></p><p>对于接下来，国际油价走势，<a href=\"https://laohu8.com/S/601162\">天风证券</a>表示，2022年以来原油市场以及国际成品油市场为供给端主导。对下半年油价，<b>延续中期策略观点：需求端，后疫情阶段，预计2022年底原油需求有望逐步回到2019年的前高水平。</b>美国页岩油产量2022年将在2021年基础上有比较明显的增长，但仍未回到前高2019年水平。俄罗斯受制裁影响，2022年二、三季度预计产量环比下降，第四季度预计随着航线调整回升。OPEC产量路径变化尚待观察，但根据IEA判断实际增产能力已经有限。预测下半年油价在100-120美金/桶区间运行。</p><p><a href=\"https://laohu8.com/S/601901\">方正证券</a>亦认为，<b>在中长期维度油价将继续维持高位，未来3-5年能源资源有望处在长景气周期。</b>从需求端看，在碳达峰和新旧能源结构转型尚未完全实现的背景下，未来3-5年原油需求还存在上升空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef375710aa7a4298de56c8827d8139df","relate_stocks":{"600938":"中国海油","601857":"中国石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187396526","content_text":"今年以来油价大涨，2022年上半年，国际油价大涨了41%。也因此，“两桶油”上半年均日赚4亿元，均创历史同期最好水平，合计净利润超过1500亿元，接近去年全年净利润之和。8月25日晚间，中国石油、中国海油双双披露半年报数据。如果按上半年181天计算，中国石油日赚4.55亿元，中国海油日赚3.97亿元。具体来看，2022年上半年，中国石油实现营业收入1.61万亿元，比上年同期增长34.9%；归属于母公司股东净利润823.91亿元，比上年同期增长55.3%；公司财务状况健康良好，自由现金流同比增加892.1亿元。值得一提的是，中国石油上半年业绩创历年同期最好水平。中国海油上半年，公司实现营业收入2023.55亿元，同比增长84%；归母净利润718.87亿元，同比增长116%，净利润创历史新高。公司董事会决定派发2022年中期股息每股0.70港元(含税)，创历史同期新高。按公司总股本计算，需要派息333.46亿港元分红，折合人民币约291亿元。均因国际油价大涨超60%而利润暴增分析普遍提到了今年国际油气大涨对中石油和中海油的利润增厚作用。上半年，受供求关系、地缘政治等因素影响，国际原油价格大幅上涨。原油市场方面，布伦特原油现货平均价格为107.94美元/桶，比上年同期上升66.1%；美国西得克萨斯中质原油（“WTI”）现货平均价格为101.85美元/桶，比上年同期上升63.7%。成品油市场方面，国家12次调整国内汽油、柴油价格，汽油标准品价格累计上调2400元/吨，柴油标准品价格累计上调2310元/吨。中国石油表示，营业收入增长主要由于随着国际油价上涨，集团油气产品销售价格上升，同期油气净产量再创历史同期新高，达304.8百万桶油当量，同比增长9.6%。公司在国内将继续加强塔里木、四川、鄂尔多斯、准噶尔、松辽、渤海湾等重点盆地的规模效益勘探开发，加大页岩气、页岩油等非常规资源开发力度，推进清洁电力、CCUS等新能源工程；海外聚焦重点区块深化规模效益勘探，加强中东、中亚、美洲等重点项目产能建设，持续优化业务布局和资产结构。中国海油也表示，在中国，公司积极寻找大中型油气田，加大甩开勘探力度，努力突破新领域，持续推进勘探开发一体化；在海外，聚焦圭亚那等勘探核心区开展高效勘探评价，实现权益经济可采储量高速增长。上半年中国海油的石油产量同比增长8%，主要得益于新油田投产；天然气产量同比大涨16%，主要源于“深海一号”大气田投产和陆上非常规天然气产量上升。有分析师认为，中长期油价有望维持高位。光大证券认为，由于经济衰退预期加剧和原油供给紧张态势趋于缓和，油价出现较大幅度回调。但是，考虑到2022年供需基本面维持紧张、长期原油供需仍维持紧平衡，维持对2022年及中长期油价景气度的判断。此外，值得一提的是，不久前，中石油、中石化等多家公司曾宣布拟将美国存托股份从纽交所退市。对此，中国石油高管重申，这主要考虑了股东利益、中美两地上市监管差异的行政负担，以及ADR交易规模占比较小，相信公司股份继续在香港及上海交易可满足融资需求，预计9月8日左右从纽交所退市。下半年国际油价走势如何？近期，原油价格低位回升，在一周左右时间内，布伦特原油价格从91美元/桶左右上行至102美元/桶左右，涨幅超过10美元/桶。连续反弹后，国际油价周四冲高回落，出现跳水。截至当日收盘，美油期货下跌2.5%，结算价报收92.52美元/桶。布油期货下跌1.9%，结算价报99.34美元/桶。美国汽油需求的疲软引发了人们对经济活动放缓的担忧，并推动了价格走低。根据美国能源信息署(EIA)公布的最新数据，上周美国对汽油的整体需求下挫，使得四周的汽油产品日均供应量比上年同期低7%。业内人士认为，国际油价从本周一开启反弹行情，原因在于沙特能源大臣认为石油期货和基本面越来越脱节，可能迫使OPEC+采取行动，并考虑动用减产这个选项。对于接下来，国际油价走势，天风证券表示，2022年以来原油市场以及国际成品油市场为供给端主导。对下半年油价，延续中期策略观点：需求端，后疫情阶段，预计2022年底原油需求有望逐步回到2019年的前高水平。美国页岩油产量2022年将在2021年基础上有比较明显的增长，但仍未回到前高2019年水平。俄罗斯受制裁影响，2022年二、三季度预计产量环比下降，第四季度预计随着航线调整回升。OPEC产量路径变化尚待观察，但根据IEA判断实际增产能力已经有限。预测下半年油价在100-120美金/桶区间运行。方正证券亦认为，在中长期维度油价将继续维持高位，未来3-5年能源资源有望处在长景气周期。从需求端看，在碳达峰和新旧能源结构转型尚未完全实现的背景下，未来3-5年原油需求还存在上升空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639114171,"gmtCreate":1643199246602,"gmtModify":1643199246602,"author":{"id":"3476157925784149","authorId":"3476157925784149","name":"SilenceMoon","avatar":"https://static.tigerbbs.com/c12e37e047e024932ea6014b33016a68","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3476157925784149","authorIdStr":"3476157925784149"},"themes":[],"htmlText":"<a 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