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林木木123

林木木123

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2022-06-25

这篇文章不错，转发给大家看

@小虎活动:小虎8岁啦！我们准备了时光机和大家一起去冒险，快来在小虎探险中寻找惊喜礼物吧！精彩的小故事都在小虎的时光奇旅中，你能找到其中的奥秘吗？在时光奇旅里尽可能多的收集金币吧，它们将是你的基础游戏积分。此外，每周将会开放一个新的支线关卡，这里有无尽的宝藏等你探索。想要获得更多游戏积分就来3个支线关卡多试试吧，积分可以兑换多重奖励，奖品总价值高达20万美元!记得要在旅程中收集点亮“T.I.G.E.R”，才可以有机会获得8周年限量礼盒和高额股票代金券哦。在哪里能找到它们呢？快来游戏里找找看吧～～快来搭乘小虎时光机与我们一起发掘属于自己的大事记～悄悄话：要坚持每日来签到呦！多点点“分享”按钮试试看，说不定有惊喜～快来领取你的游戏秘籍活动时间：2022年6月14日 16:00:00 -- 2022年7月10日 23:59:59戳我立即参与活动戳我了解活动规则

2022-06-25

123123

2021-07-12

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-06-18

$RLX科技(RLX)$我该怎么办？这货亏了6000块

2021-06-09

这篇文章不错，转发给大家看看

@Julian_Zhang:$RLX科技(RLX)$我韭菜，继续买…[可爱] 8开头每天买[无语] [捂脸]

2021-06-03

这篇文章不错，转发给大家看看

@爱投资的小熊猫:时代天使(06699HK)资金量决定着大家是选择往死里卷还是躺平？---2021年6月港股打新分析

2021-06-03

这篇文章不错，转发给大家看看

@阿尔法工场:接连踩坑长春高新、英科医疗，“医药基金女神”葛兰慌不慌？

2020-07-16

这篇文章不错，转发给大家看看

经济数据出炉，股市却跌了！如何解读？

2020-03-18

跌到50我全仓买入

@MM先森:$波音(BA)$预测：跌倒2008年40块钱，从头再来还是好汉一条

2019-09-11

$Roku Inc(ROKU)$ 翻6倍赚300多美元。。。我tm胆子是真小。我太难了。。

2019-08-29

$苹果(AAPL)$ 各位大佬，10月18号185的put，要不要卖了呀。已经亏了好多了 [流泪]

2019-08-28

$苹果(AAPL)$ 为什么涨？看不懂

2019-08-27

$中烟香港(06055)$ 这财报没啥用啊。都不跌

2019-08-26

$苹果(AAPL)$ 真不懂为什么还能涨

2019-08-26

$苹果(AAPL)$ 为什么能涨？难道贸易战已经没用了？

2019-08-23

$苹果(AAPL)$ 感觉什么都不用研究了。就研究川普这个人就行了。可惜没研究透[捂脸]

2019-08-15

$Twilio Inc(TWLO)$ 买了30号的call，是不是要废了？[流泪]

2019-08-08

$苹果(AAPL)$一直不明白，苹果有什么业务能够支撑这么高的市值？感觉7000亿美元都算多了

2019-07-30

$中烟香港(06055)$ 跌下来呀，我才能上车

2019-07-29

$Beyond Meat Inc.(BYND)$ 赌期权put，赌它跌个20%

去老虎APP查看更多动态

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23:59:59戳我立即参与活动戳我了解活动规则","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614666748","isVote":1,"tweetType":2,"object":{"id":"a15657438d484d56a50937ea8bc639a2","tweetId":"614666748","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/1b32919e387702302011832703/nFA2Lx5SlxMA.mp4","poster":"https://static.tigerbbs.com/cbee9338b9036de4fcf2eefcb9367691"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683177015,"gmtCreate":1656093109041,"gmtModify":1704864115581,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"123123","listText":"123123","text":"123123","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683177015","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146342617,"gmtCreate":1626055635539,"gmtModify":1626055635539,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"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/146342617","repostId":"148525263","repostType":1,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168325135,"gmtCreate":1623952593827,"gmtModify":1623952593827,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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[捂脸]","images":[{"img":"https://static.tigerbbs.com/de6323b38e7d98c6d3b2851ca1ca4e13","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180913039","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118189041,"gmtCreate":1622723456883,"gmtModify":1622723456883,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"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/118189041","repostId":"118388854","repostType":1,"repost":{"id":118388854,"gmtCreate":1622719229778,"gmtModify":1622719822178,"author":{"id":"3468677072884748","authorId":"3468677072884748","name":"爱投资的小熊猫","avatar":"https://static.tigerbbs.com/161807d4571cc1775f29fd24a2eaac9c","crmLevel":5,"crmLevelSwitch":0},"themes":[],"title":"时代天使(06699HK)资金量决定着大家是选择往死里卷还是躺平？---2021年6月港股打新分析","htmlText":"基石这个问题不用说了，没基石问题不大，甚至说正常的。基本面分析见：时代天使是送给大家吃肉的天使吗？中签率和新股分析热度这个不用考虑了，大概率超过千倍。中签率分析：原本昨天就出消息了，昨天文章也说了，大家看一下这次时代天使的中签率情况：时代天使这次能有多少人，是个未知数，最多应该也不会超过140万吧，估计没有，120万封顶了。这次一手价格贵，需要3.5万了，会过滤掉一堆人。诺辉健康当时是110万人参与认购，一手中签率是2%，所以预估时代天使这次一手中签率预估也就1%左右。甲组没有稳中一手，乙组乙头肯定也不会是稳中的，这次中签率会比诺辉健康还低，甲乙组分别2.1万手的货，和诺辉3.8万手的货比起来，少了快接近一半，所以中签率砍一半也合理。甲组这一次也挺难的，很多现金一手党估计要消失，应该很少有人账户里面放35,000的本金吧？不过这一次如果你想省成本，躺平参与时代天使去认购的话，可能还真的需要找一些现金免费的券商，然后入金3.5万的本金去摸奖，中签了吃大肉，没中签没啥金钱上的损失。如果搞太多的融资，因为中签率又特别的低，极大的可能利息丢了一大堆，但是中不了签，特别是资金量不大的朋友，甚至都可以定性一下，资金量本金在100万以下的能中几手都是靠运气了，本金100万以上的你可以疯狂卷，但100万以下的真的是建议躺平佛系参与，多现金认购就当抽奖，融资也可以参与少部分，但你一定要计算好自己丢出去的成本。诺辉健康就已经出现过这个问题了，很多人几千块上万的利息丢出去，结果一手没中的，这个之前分析落灰的时候，我们也做过统计的，甲组一手没中全军覆没的超过了61%！乙组一个没中全军覆没的超过了68%！2021诺辉健康中签投票统计---已开启甲组乙组不必中的抽签模式按照下图所示的小甲组认购方案需要的本金如下图：乙头20倍都要准备26.2万，加上利息27万。33倍就需要16万多就差不多了，乙组的认购","listText":"基石这个问题不用说了，没基石问题不大，甚至说正常的。基本面分析见：时代天使是送给大家吃肉的天使吗？中签率和新股分析热度这个不用考虑了，大概率超过千倍。中签率分析：原本昨天就出消息了，昨天文章也说了，大家看一下这次时代天使的中签率情况：时代天使这次能有多少人，是个未知数，最多应该也不会超过140万吧，估计没有，120万封顶了。这次一手价格贵，需要3.5万了，会过滤掉一堆人。诺辉健康当时是110万人参与认购，一手中签率是2%，所以预估时代天使这次一手中签率预估也就1%左右。甲组没有稳中一手，乙组乙头肯定也不会是稳中的，这次中签率会比诺辉健康还低，甲乙组分别2.1万手的货，和诺辉3.8万手的货比起来，少了快接近一半，所以中签率砍一半也合理。甲组这一次也挺难的，很多现金一手党估计要消失，应该很少有人账户里面放35,000的本金吧？不过这一次如果你想省成本，躺平参与时代天使去认购的话，可能还真的需要找一些现金免费的券商，然后入金3.5万的本金去摸奖，中签了吃大肉，没中签没啥金钱上的损失。如果搞太多的融资，因为中签率又特别的低，极大的可能利息丢了一大堆，但是中不了签，特别是资金量不大的朋友，甚至都可以定性一下，资金量本金在100万以下的能中几手都是靠运气了，本金100万以上的你可以疯狂卷，但100万以下的真的是建议躺平佛系参与，多现金认购就当抽奖，融资也可以参与少部分，但你一定要计算好自己丢出去的成本。诺辉健康就已经出现过这个问题了，很多人几千块上万的利息丢出去，结果一手没中的，这个之前分析落灰的时候，我们也做过统计的，甲组一手没中全军覆没的超过了61%！乙组一个没中全军覆没的超过了68%！2021诺辉健康中签投票统计---已开启甲组乙组不必中的抽签模式按照下图所示的小甲组认购方案需要的本金如下图：乙头20倍都要准备26.2万，加上利息27万。33倍就需要16万多就差不多了，乙组的认购","text":"基石这个问题不用说了，没基石问题不大，甚至说正常的。基本面分析见：时代天使是送给大家吃肉的天使吗？中签率和新股分析热度这个不用考虑了，大概率超过千倍。中签率分析：原本昨天就出消息了，昨天文章也说了，大家看一下这次时代天使的中签率情况：时代天使这次能有多少人，是个未知数，最多应该也不会超过140万吧，估计没有，120万封顶了。这次一手价格贵，需要3.5万了，会过滤掉一堆人。诺辉健康当时是110万人参与认购，一手中签率是2%，所以预估时代天使这次一手中签率预估也就1%左右。甲组没有稳中一手，乙组乙头肯定也不会是稳中的，这次中签率会比诺辉健康还低，甲乙组分别2.1万手的货，和诺辉3.8万手的货比起来，少了快接近一半，所以中签率砍一半也合理。甲组这一次也挺难的，很多现金一手党估计要消失，应该很少有人账户里面放35,000的本金吧？不过这一次如果你想省成本，躺平参与时代天使去认购的话，可能还真的需要找一些现金免费的券商，然后入金3.5万的本金去摸奖，中签了吃大肉，没中签没啥金钱上的损失。如果搞太多的融资，因为中签率又特别的低，极大的可能利息丢了一大堆，但是中不了签，特别是资金量不大的朋友，甚至都可以定性一下，资金量本金在100万以下的能中几手都是靠运气了，本金100万以上的你可以疯狂卷，但100万以下的真的是建议躺平佛系参与，多现金认购就当抽奖，融资也可以参与少部分，但你一定要计算好自己丢出去的成本。诺辉健康就已经出现过这个问题了，很多人几千块上万的利息丢出去，结果一手没中的，这个之前分析落灰的时候，我们也做过统计的，甲组一手没中全军覆没的超过了61%！乙组一个没中全军覆没的超过了68%！2021诺辉健康中签投票统计---已开启甲组乙组不必中的抽签模式按照下图所示的小甲组认购方案需要的本金如下图：乙头20倍都要准备26.2万，加上利息27万。33倍就需要16万多就差不多了，乙组的认购","images":[{"img":"https://static.tigerbbs.com/93cf784b1026a4ff715d4a2f871a0507","width":"812","height":"402"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118388854","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118180311,"gmtCreate":1622723444433,"gmtModify":1622723444433,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"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/118180311","repostId":"111256368","repostType":1,"repost":{"id":111256368,"gmtCreate":1622683685554,"gmtModify":1622684880405,"author":{"id":"350217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target=\"_blank\" href=\"https://laohu8.com/S/000661\">$长春高新(000661)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/300677\">$英科医疗(300677)$</a>&nbsp; 如果按照一季度持仓情况测算，仅仅因为英科医疗，“中欧医疗健康混合”2号一天就损失了2.5亿。 医药股最近的波动有点大，6月1日，医药生物行业指数（申万）还上涨了1.3%，涨幅位居行业前列，距离今年2月份指数最高点13546.6点仅有一步之遥；但转天就开始大跌，6月2日，医药生物行业指数下跌了1.96%，跌幅位居行业第四。这不禁让人想起今年2月份医药板块创新高时，却开启了长达一个月左右的大幅回调，核心原因还是源于投资者对于行业估值过高的担忧。而医药指数的大幅回调是因为近期多只医药牛股出现接连大跌，5月21日，“东北茅”长春高新在大股东减持和拳头产品“生长激素”或被纳入集采的双重利空影响下，出现闪崩跌停。6月2号，“手套茅”英科医疗又因实控人及多位高管拟大额减持公司股票而暴跌20%。面临一个接一个“抱团股”的重挫，受伤最深的当属号称“医药基金女神”的葛兰，她所管理的“中欧医疗健康混合型证券投资基金”（以下简称“中欧医疗健康混合”）分别是长春高新第六大股东和英科医疗的第三大股东（一季报披露）。如果按照一季度持仓情况测算，仅仅因为英科医疗，“中欧医疗健康混合”2号一天就损失了2.5亿。01 一季度逆势加仓今年一季度医药股大幅回调时，很多公募选择了减持，比如张坤管理的“易方达中小盘”减持了通策医疗，“易方达蓝筹精选”减持了爱尔眼科。而中欧基金的葛兰却选择逆风而上，在一季度逆势加仓，即便当时两只医药主题基金的最大回撤达到-23%。“中欧医疗健康混合”一季报中披露，前十大重仓股全","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/000661\">$长春高新(000661)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/300677\">$英科医疗(300677)$</a>&nbsp; 如果按照一季度持仓情况测算，仅仅因为英科医疗，“中欧医疗健康混合”2号一天就损失了2.5亿。 医药股最近的波动有点大，6月1日，医药生物行业指数（申万）还上涨了1.3%，涨幅位居行业前列，距离今年2月份指数最高点13546.6点仅有一步之遥；但转天就开始大跌，6月2日，医药生物行业指数下跌了1.96%，跌幅位居行业第四。这不禁让人想起今年2月份医药板块创新高时，却开启了长达一个月左右的大幅回调，核心原因还是源于投资者对于行业估值过高的担忧。而医药指数的大幅回调是因为近期多只医药牛股出现接连大跌，5月21日，“东北茅”长春高新在大股东减持和拳头产品“生长激素”或被纳入集采的双重利空影响下，出现闪崩跌停。6月2号，“手套茅”英科医疗又因实控人及多位高管拟大额减持公司股票而暴跌20%。面临一个接一个“抱团股”的重挫，受伤最深的当属号称“医药基金女神”的葛兰，她所管理的“中欧医疗健康混合型证券投资基金”（以下简称“中欧医疗健康混合”）分别是长春高新第六大股东和英科医疗的第三大股东（一季报披露）。如果按照一季度持仓情况测算，仅仅因为英科医疗，“中欧医疗健康混合”2号一天就损失了2.5亿。01 一季度逆势加仓今年一季度医药股大幅回调时，很多公募选择了减持，比如张坤管理的“易方达中小盘”减持了通策医疗，“易方达蓝筹精选”减持了爱尔眼科。而中欧基金的葛兰却选择逆风而上，在一季度逆势加仓，即便当时两只医药主题基金的最大回撤达到-23%。“中欧医疗健康混合”一季报中披露，前十大重仓股全","text":"$长春高新(000661)$ $英科医疗(300677)$ 如果按照一季度持仓情况测算，仅仅因为英科医疗，“中欧医疗健康混合”2号一天就损失了2.5亿。 医药股最近的波动有点大，6月1日，医药生物行业指数（申万）还上涨了1.3%，涨幅位居行业前列，距离今年2月份指数最高点13546.6点仅有一步之遥；但转天就开始大跌，6月2日，医药生物行业指数下跌了1.96%，跌幅位居行业第四。这不禁让人想起今年2月份医药板块创新高时，却开启了长达一个月左右的大幅回调，核心原因还是源于投资者对于行业估值过高的担忧。而医药指数的大幅回调是因为近期多只医药牛股出现接连大跌，5月21日，“东北茅”长春高新在大股东减持和拳头产品“生长激素”或被纳入集采的双重利空影响下，出现闪崩跌停。6月2号，“手套茅”英科医疗又因实控人及多位高管拟大额减持公司股票而暴跌20%。面临一个接一个“抱团股”的重挫，受伤最深的当属号称“医药基金女神”的葛兰，她所管理的“中欧医疗健康混合型证券投资基金”（以下简称“中欧医疗健康混合”）分别是长春高新第六大股东和英科医疗的第三大股东（一季报披露）。如果按照一季度持仓情况测算，仅仅因为英科医疗，“中欧医疗健康混合”2号一天就损失了2.5亿。01 一季度逆势加仓今年一季度医药股大幅回调时，很多公募选择了减持，比如张坤管理的“易方达中小盘”减持了通策医疗，“易方达蓝筹精选”减持了爱尔眼科。而中欧基金的葛兰却选择逆风而上，在一季度逆势加仓，即便当时两只医药主题基金的最大回撤达到-23%。“中欧医疗健康混合”一季报中披露，前十大重仓股全","images":[{"img":"https://static.tigerbbs.com/5fe592dd70350338e21fd165cbbdebdc","width":"688","height":"231"},{"img":"https://static.tigerbbs.com/34286279962bb6380fd74e9a1618aa20","width":"688","height":"174"},{"img":"https://static.tigerbbs.com/721b82faa161d04114dcbb3605959acd","width":"688","height":"230"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111256368","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941859617,"gmtCreate":1594872139839,"gmtModify":1704207183822,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"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/941859617","repostId":"1198536853","repostType":4,"repost":{"id":"1198536853","weMediaInfo":{"introduction":"金融界最会写段子的，段子界最会写时评的，时评界最会搞金融的。","home_visible":1,"media_name":"秦小明","id":"88","head_image":"https://static.tigerbbs.com/14624778b9ca4a51b885db2ee3ac7208"},"pubTimestamp":1594867776,"share":"https://www.laohu8.com/m/news/1198536853?lang=&edition=full","pubTime":"2020-07-16 10:49","market":"sh","language":"zh","title":"经济数据出炉，股市却跌了！如何解读？","url":"https://stock-news.laohu8.com/highlight/detail?id=1198536853","media":"秦小明","summary":"刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，\nGDP同比增长3.2%，预期3%；\n6月社会消费品零售总额同比增长-1.8%，预期0.3%；\n1-6月固定资产投资增-3.1%，预期-3.","content":"<p>刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，</p>\n<p>GDP同比增长3.2%，预期3%；</p>\n<p>6月社会消费品零售总额同比增长-1.8%，预期0.3%；</p>\n<p>1-6月固定资产投资增-3.1%，预期-3.3%；</p>\n<p>6月城镇调查失业率5.7%，预期6%。</p>\n<p>重要的分项数据中，</p>\n<p>1-6月制造业投资下降11.7%，降幅收窄3.1个百分点；</p>\n<p>基础设施投资同比下降2.7%，降幅比1—5月份收窄3.6个百分点。</p>\n<p>1-6月份，全国房地产开发投资62780亿元，同比增长1.9%，&nbsp;1-5月份为下降0.3%</p>\n<p>从数据中可以得出以下结论：</p>\n<p><b>1）整体数据基本符合市场预期，但结构上并不理想。</b></p>\n<p>二季度GDP数据出炉之前，市场普遍预期中国经济将录得3%左右的季度增长。与实际公布的3.2%不大。</p>\n<p>但从结构上来看，经济的同比转正，主要得益于投资的反弹，特别是房地产的开发投资，仍然一如既往地扮演了增长压舱石的角色。其在投资的分项中国，同比增长率先转正。</p>\n<p>消费的增长低于市场预期，仍然录得月度负增长。扣除价格因素，同比下降幅度更大这，说明经济增长在消费侧的表现不佳。原因主要是居民的收入（预期）发生较大变化，收入增长前景承压，边际消费倾向下降所致。</p>\n<p><b>2）经济的恢复主要靠“供给侧”，“需求侧”的压力依然较大。</b></p>\n<p>从细分的工业增加值，固定资产投资等可以看出，经济的持续恢复目前主要还靠政府主导的供给侧发力。而制造业，消费等市场自发的需求力量，目前的恢复情况依然没有特别乐观。</p>\n<p><b>3）对资本市场的影响属于“利好兑现”式的利空。</b></p>\n<p>数据公布后，股市转跌，且跌幅较大。截至发稿，中国股市三大指数跌幅均超1%，为连续第三天下跌。</p>\n<p>经济数据总量上本身并不差，但从结构上，的确没有达到市场市场预期。此外，之前A股的突飞猛进，很大程度上也是将中国经济的恢复和增长，预期打得非常满。市场此前的交易逻辑，从经济弱复苏交易到强复苏，甚至有点过热的苗头。</p>\n<p>数据的公布，证实了经济继续复苏的结论，但还谈不上强复苏，更谈不上过热的情况。因此，从数据上来说，市场交易的亢奋情绪被证伪也就可以理解。</p>\n<p>此外，从政策的角度来看，二季度的数据表明，经济在继续恢复。下半年的货币政策，目前看依然没有必要继续放水。货币政策保持稳定从而边际趋近的判断不变。</p>\n<p>总体来看，下半年的市场，仍然维持此前文章里的观点，也即是，市场没有全面大牛市的基础。近期的上涨更多是“补涨”的行情，板块轮动后，市场依然会陷入震荡拉扯的局面。</p>","collect":0,"html":"<!DOCTYPE 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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经济数据出炉，股市却跌了！如何解读？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/88\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/14624778b9ca4a51b885db2ee3ac7208);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">秦小明 </p>\n<p class=\"h-time\">2020-07-16 10:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，</p>\n<p>GDP同比增长3.2%，预期3%；</p>\n<p>6月社会消费品零售总额同比增长-1.8%，预期0.3%；</p>\n<p>1-6月固定资产投资增-3.1%，预期-3.3%；</p>\n<p>6月城镇调查失业率5.7%，预期6%。</p>\n<p>重要的分项数据中，</p>\n<p>1-6月制造业投资下降11.7%，降幅收窄3.1个百分点；</p>\n<p>基础设施投资同比下降2.7%，降幅比1—5月份收窄3.6个百分点。</p>\n<p>1-6月份，全国房地产开发投资62780亿元，同比增长1.9%，&nbsp;1-5月份为下降0.3%</p>\n<p>从数据中可以得出以下结论：</p>\n<p><b>1）整体数据基本符合市场预期，但结构上并不理想。</b></p>\n<p>二季度GDP数据出炉之前，市场普遍预期中国经济将录得3%左右的季度增长。与实际公布的3.2%不大。</p>\n<p>但从结构上来看，经济的同比转正，主要得益于投资的反弹，特别是房地产的开发投资，仍然一如既往地扮演了增长压舱石的角色。其在投资的分项中国，同比增长率先转正。</p>\n<p>消费的增长低于市场预期，仍然录得月度负增长。扣除价格因素，同比下降幅度更大这，说明经济增长在消费侧的表现不佳。原因主要是居民的收入（预期）发生较大变化，收入增长前景承压，边际消费倾向下降所致。</p>\n<p><b>2）经济的恢复主要靠“供给侧”，“需求侧”的压力依然较大。</b></p>\n<p>从细分的工业增加值，固定资产投资等可以看出，经济的持续恢复目前主要还靠政府主导的供给侧发力。而制造业，消费等市场自发的需求力量，目前的恢复情况依然没有特别乐观。</p>\n<p><b>3）对资本市场的影响属于“利好兑现”式的利空。</b></p>\n<p>数据公布后，股市转跌，且跌幅较大。截至发稿，中国股市三大指数跌幅均超1%，为连续第三天下跌。</p>\n<p>经济数据总量上本身并不差，但从结构上，的确没有达到市场市场预期。此外，之前A股的突飞猛进，很大程度上也是将中国经济的恢复和增长，预期打得非常满。市场此前的交易逻辑，从经济弱复苏交易到强复苏，甚至有点过热的苗头。</p>\n<p>数据的公布，证实了经济继续复苏的结论，但还谈不上强复苏，更谈不上过热的情况。因此，从数据上来说，市场交易的亢奋情绪被证伪也就可以理解。</p>\n<p>此外，从政策的角度来看，二季度的数据表明，经济在继续恢复。下半年的货币政策，目前看依然没有必要继续放水。货币政策保持稳定从而边际趋近的判断不变。</p>\n<p>总体来看，下半年的市场，仍然维持此前文章里的观点，也即是，市场没有全面大牛市的基础。近期的上涨更多是“补涨”的行情，板块轮动后，市场依然会陷入震荡拉扯的局面。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198536853","content_text":"刚刚，中国国家统计局公布了2020年第二季度经济数据。其中，\nGDP同比增长3.2%，预期3%；\n6月社会消费品零售总额同比增长-1.8%，预期0.3%；\n1-6月固定资产投资增-3.1%，预期-3.3%；\n6月城镇调查失业率5.7%，预期6%。\n重要的分项数据中，\n1-6月制造业投资下降11.7%，降幅收窄3.1个百分点；\n基础设施投资同比下降2.7%，降幅比1—5月份收窄3.6个百分点。\n1-6月份，全国房地产开发投资62780亿元，同比增长1.9%， 1-5月份为下降0.3%\n从数据中可以得出以下结论：\n1）整体数据基本符合市场预期，但结构上并不理想。\n二季度GDP数据出炉之前，市场普遍预期中国经济将录得3%左右的季度增长。与实际公布的3.2%不大。\n但从结构上来看，经济的同比转正，主要得益于投资的反弹，特别是房地产的开发投资，仍然一如既往地扮演了增长压舱石的角色。其在投资的分项中国，同比增长率先转正。\n消费的增长低于市场预期，仍然录得月度负增长。扣除价格因素，同比下降幅度更大这，说明经济增长在消费侧的表现不佳。原因主要是居民的收入（预期）发生较大变化，收入增长前景承压，边际消费倾向下降所致。\n2）经济的恢复主要靠“供给侧”，“需求侧”的压力依然较大。\n从细分的工业增加值，固定资产投资等可以看出，经济的持续恢复目前主要还靠政府主导的供给侧发力。而制造业，消费等市场自发的需求力量，目前的恢复情况依然没有特别乐观。\n3）对资本市场的影响属于“利好兑现”式的利空。\n数据公布后，股市转跌，且跌幅较大。截至发稿，中国股市三大指数跌幅均超1%，为连续第三天下跌。\n经济数据总量上本身并不差，但从结构上，的确没有达到市场市场预期。此外，之前A股的突飞猛进，很大程度上也是将中国经济的恢复和增长，预期打得非常满。市场此前的交易逻辑，从经济弱复苏交易到强复苏，甚至有点过热的苗头。\n数据的公布，证实了经济继续复苏的结论，但还谈不上强复苏，更谈不上过热的情况。因此，从数据上来说，市场交易的亢奋情绪被证伪也就可以理解。\n此外，从政策的角度来看，二季度的数据表明，经济在继续恢复。下半年的货币政策，目前看依然没有必要继续放水。货币政策保持稳定从而边际趋近的判断不变。\n总体来看，下半年的市场，仍然维持此前文章里的观点，也即是，市场没有全面大牛市的基础。近期的上涨更多是“补涨”的行情，板块轮动后，市场依然会陷入震荡拉扯的局面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967301062,"gmtCreate":1584533442056,"gmtModify":1704354679009,"author":{"id":"3492488992391072","authorId":"3492488992391072","name":"林木木123","avatar":"https://static.tigerbbs.com/53c9b2f8496e750f09c4aa8ee4a3fe15","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"跌到50我全仓买入","listText":"跌到50我全仓买入","text":"跌到50我全仓买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967301062","repostId":"967303685","repostType":1,"repost":{"id":967303685,"gmtCreate":1584533343947,"gmtModify":1704354678314,"author":{"id":"3437775242994285","authorId":"3437775242994285","name":"MM先森","avatar":"https://static.tigerbbs.com/26c82ac0342e14e50bfdd2d9af9469f8","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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