云凤鸣歧的个人主页 - 老虎社区

云凤鸣歧

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2020-08-17

$小米集团-W(01810)$一直看涨，对雷军对小米有信心！

2020-09-05

$云米科技(VIOT)$一定会有不俗的表现，我相信，我重仓。💪💪🙏🙏

2020-09-10

沪深调整到底了吗？是继续下行还是再往上拉升？

2020-08-27

美股一路走高，沪深股市加速振荡，港股低位振荡。

2020-08-24

拼多多不断挑战人们对美好事物的信念，不断毁掉人们对企业文化的信任度，是个垃圾股。每当你看到一个心动的价格，可你点进去之后会发现层层套路，一个又一个坑，这种不诚信的企业不断挑战我们对生活的各种美好思维底线，你能确定他能走多远？

2020-08-22

同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重！作者写得真好！👍👍👍

抱歉，原内容已删除

2020-08-20

粮食问题是国之重中之重！

抱歉，原内容已删除

2020-08-13

任正非、张一鸣中国人的骄傲👍👍👍

抱歉，原内容已删除

2020-10-04

祝福我的祖国更加繁荣昌盛，人民生活越来越幸福！

2020-09-23

因为贪婪，赚到手的钱又全部赔了进去，现在赔了三千多美金了，好不郁闷[捂脸]

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[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978992402","repostId":"1120918007","repostType":2,"repost":{"id":"1120918007","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1599090412,"share":"https://www.laohu8.com/m/news/1120918007?lang=zh_CN&edition=full","pubTime":"2020-09-03 07:46","market":"sh","language":"zh","title":"昨夜今晨：特斯拉遭获利了结！拜登创大选单月筹资纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=1120918007","media":"老虎资讯综合","summary":"摘要：美股收涨道指涨超450点！纳指站上12000点关口续创新高；特斯拉遭外部最大股东大举减持；美联邦预算赤字飙升至创纪录的3.3万亿美元；拜登团队8月筹集3.645亿美元，突破美国大选单月筹资纪录。","content":"<blockquote>摘要：美股收涨道指涨超450点！纳指站上12000点关口续创新高；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>遭外部最大股东大举减持；美联邦预算赤字飙升至创纪录的3.3万亿美元；拜登团队8月筹集3.645亿美元，突破美国大选单月筹资纪录。</blockquote><p><b>海外市场</b></p><p><b>1、美股收涨道指涨超450点！纳指站上12000点关口续创新高</b></p><p>美股三大股指周三全线收涨，纳指和标普500再创历史新高，其中纳指站上12000点关口，道指收复29000点，因美国新一轮刺激计划出现进展，8月ADP就业数据不及预期。恐慌指数VIX涨0.57%，报26.27点。</p><p><b>2、中概股多数下跌：跟谁学遭调查暴跌12%；AMC暴涨逾15％</b></p><p>截至发稿，知名中概股多数下跌，其中<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.65%；<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.10%；<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.87%；<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.37%；<a href=\"https://laohu8.com/S/SINA\">新浪</a>跌0.76%；新浪微博跌2.78%；<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.17%；趣头条跌1.77%；<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.09%；<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌2.29%；<a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌2.46%；<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌2.50%；欢聚时代跌2.21%；<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌0.37%；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.62%；<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌2.29%。</p><p><b>3、墨西哥湾地区原油生产活动强劲复苏，美油收跌近3％</b></p><p>原油期货价格周三收盘下跌，未能从上周美国原油库存和产量的大幅下降中找到支撑，原因是墨西哥湾地区的原油生产活动已经从飓风“劳拉”(Laura)中强劲复苏。</p><p><b>4、全球股市上涨、美元大幅回升，金价收盘大跌1.7％</b></p><p>黄金期货价格周三收盘下跌，原因是全球股市上涨，且美元汇率从一天前触及的两年低点反弹，从而给金价带来了一些不利因素。</p><p><b>5、欧股收盘大涨1.7％！经济数据表现不佳，或促使欧央行采取更多行动</b></p><p>欧洲股市周三收盘上涨，在美国股市强劲上扬的支持下大幅走高，但欧元区的经济指标则令人不安。泛欧斯托克600指数上涨6.05点，报收于371.28点，涨幅为1.66%，几乎所有行业板块和欧洲主要国家的股市均收盘走高。</p><p>国际宏观</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2064394292\" target=\"_blank\"><b>美国国会预算办公室：今年预算赤字料增逾两倍至3.3万亿美元</b></a></p><p>根据美国国会预算办公室(CBO)的最新统计数据，在新冠疫情给经济造成冲击后，美国政府为缓解经济损失而实施的大规模刺激措施将令本财年联邦预算赤字飙升至创纪录的3.3万亿美元。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2064823999\" target=\"_blank\"><b>美联储褐皮书：多数地区经济活动增长，但总体增幅不大</b></a></p><p>美联储周三公布了所谓的“褐皮书”（Beige Book）报告。这份报告显示，大多数地区的经济活动都有所增长，但总体而言增幅不大，经济活动仍旧远低于新冠肺炎大流行之前的水平。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1153484968\" target=\"_blank\"><b>拜登团队8月筹集3.645亿美元 突破美国大选单月筹资纪录</b></a></p><p>美国民主党总统候选人拜登8月筹集了创纪录的3.645亿美元，超过此前美国大选历史上任何一个月的筹款额，拜登团队在7月则筹集了1.4亿美元。截至当地时间周三，特朗普竞选团队尚未宣布8月筹款金额。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/1160572484\" target=\"_blank\"><b>大空头席夫：美联储的通胀新政将加速美元和美国经济的毁灭进程</b></a></p><p>美联储正式改变了他们的通货膨胀政策，不再像过去一样会给通胀率盖上盖子，而是允许通胀率成为一个运动的目标。在最新的播客当中，著名投资人、财经评论家席夫（Peter Schiff）明确表示，这样的政策只能加速美元和美国经济的毁灭进程。</p><p><b>5、英国央行副行长：必要情况下英国可以大幅提高QE规模</b></p><p>英国央行副行长拉姆斯登(Dave Ramsden)表示，必要时英国央行有能力增加购债行动的速度和规模。</p><p>市场观点</p><p><b>华尔街12大机构点评：市场轮动 美股或将更广泛上涨</b></p><p><b>ADP数据逊于预期，市场等待非农就业报告</b></p><p>ADP公布报告称，美国8月份私人部门就业人数增加了42.8万人，远低于经济学家此前平均预期的增长117万人。咨询公司Bleakley Advisory Group的首席投资官皮特-布克瓦（Peter Boockvar）表示，企业招聘人员的步伐“在过去两个月确实放慢了，平均只有32万人。ADP的这份报告意味着，定于周五公布的非农就业报告变得非常有趣的，因为不仅7月份的新增非农就业人数达到了146万人，而且8月份预计也将达到129万人，这与ADP的数据有很大不同。”</p><p>ADP报告显示，上月美国民间就业人数较7月增加，但低于经济学家的预估。投资者现在正在等待定于周五发布的政府综合就业报告。旧金山Abbot Downing的高级投资组合经理珍妮特·沃克(Janet Walker)预计，周五的政府就业数据也将反映出7-8月的停滞。因此，她说，对美国立法者来说，就新的财政冠状病毒救济法案达成协议将是重要的。她说，就业报告中的疲软“如果推迟刺激计划，可能会成为更大的风险。为了让经济继续复苏，我们将需要看到额外的刺激措施”。</p><p><b>有迹象表明市场轮动正在发生，股市或将出现更广泛的上涨</b></p><p>投资公司FBB Capital Partners的研究主管麦克·贝利（Mike Bailey）指出，半导体类股的表现优于软件类股，这是市场轮动正在发生的另一个迹象。追踪科技股的交易所交易基金IShares Expanded Tech-Software ETF(IGV)上涨0.5%，而追踪半导体股的交易所交易基金Vaneck Vectors Semiconductor ETF(SMH)则上涨超过2%。“我们看到买家可能在寻求更加持久的增长，但不想为那种疯狂的科技股估值买单。”贝利表示。</p><p>虽然从3月低点开始的反弹在很大程度上已经受到了美联储支持的推动，但Ally Invest首席投资策略师林赛·贝尔(Lindsey Bell)表示，投资者可能仍在消化美联储在上周发布的一份政策声明，这份声明表明美联储将继续提供支持。贝尔说道：“人们今天看到的是一种轮动昨天轰动一时的一天之后的一种轮动。除非你真的认为科技股将彻底崩盘，否则它可以稍作喘息，让其他一些价值导向型和周期性板块暂时掌权。”</p><p><b>下一轮新冠病毒救助计划料将出台，疫苗相关希望增强</b></p><p>投资者本月正寻求评估美国下一期刺激支出的时机和规模，以减轻美国消费者和企业的负担。美国财政部长史蒂文·姆努钦(Steven Mnuchin)周二敦促国会拨款更多资金，以抗击新冠病毒大流行的影响，并表示他准备与民主党领导人坐下来恢复谈判。“这是市场上的一种支持机制，一种正在发挥作用的假设，也就是会有一些财政刺激措施。”投资公司Trust Global Investors首席策略师西马·沙阿(Seema Shah)表示。“如果他们不这么做，投资者将重新审视美国增长前景。这将导致涨势暂停，甚至可能下跌。”</p><p>对央行刺激措施的谨慎乐观情绪，以及对新冠病毒疫苗的希望，继续推动股市上涨。各国央行发出的信号表明，利率将在较长一段时间内保持在低位，而已经注入金融市场和消费者手中的现金，助长了投资者对股票等风险较高资产的“胃口”。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席美国股票策略师迈克·威尔逊(Mike Wilson)表示，他仍对市场的长期前景持乐观态度，但在如此强劲的反弹之后，未来几周美国股市肯定将会走软。威尔逊称：“在接下来的12个月里，我仍然非常看好股市前景。我认为，现在的市场有点过头了。想要尝试计算出回调的时间是不可能做到的。如果市场回调10%，我不会感到意外，但如果市场不回调，也不会令人意外。我们正处于牛市之中。“</p><p>公司新闻</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2064234930\" target=\"_blank\"><b>特斯拉股价一度大跌逾8％，其外部最大股东大举减持</b></a></p><p>特斯拉股价周三早盘一度大跌逾8%，因特斯拉最大的外部股东Baillie Gifford减少了对特斯拉的持仓。此前一日，特斯拉宣布增发至多50亿美元股票。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2064366252\" target=\"_blank\"><b>裁员1.6万人！联邦援助到期，美联航拟裁减近17％员工</b></a></p><p>美国联合航空公司(United Airlines)周三宣布，在旨在保护航空业工作岗位的联邦政府新冠病毒援助用完后，该公司计划最早在下个月裁员1.6万多人。按美联航截至2019年底的员工总数计算，此次非自愿裁员人数占该公司员工总数的近17%，其中很多人是被暂时休假，这意味着如果需求恢复，那么这些员工可以被召回。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2064392262\" target=\"_blank\"><b>跟谁学股价暴跌逾17%，Q2利润环比下滑87％、正接受SEC调查</b></a></p><p>系列空头发布了针对跟谁学的做空报告，美国证券交易委员会（SEC）的执行部门之后联系了跟谁学，要求该公司提供2017年1月1日以来的财务和运营记录。跟谁学目前正在与SEC合作。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2064239129\" target=\"_blank\"><b>苹果、谷歌和$亚马逊宣布在欧洲涨价 以反映“数字服务税”</b></a></p><p>苹果、谷歌和亚马逊宣布，在英国政府宣布新的“数字服务税”后，他们将提高英国企业客户的服务价格。</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2064834042\" target=\"_blank\"><b>特斯拉柏林超级工厂首栋厂房基本成型 但非整车组装工厂</b></a></p><p>9月2日消息，据国外媒体报道，去年11月份确定的特斯拉柏林超级工厂，目前正在加速建设，外媒最新的报道显示，工厂内的首栋厂房，已经基本成型，不过不是用于组装电动汽车整车的厂房。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨：特斯拉遭获利了结！拜登创大选单月筹资纪录</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：特斯拉遭获利了结！拜登创大选单月筹资纪录\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\">2020-09-03 07:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：美股收涨道指涨超450点！纳指站上12000点关口续创新高；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>遭外部最大股东大举减持；美联邦预算赤字飙升至创纪录的3.3万亿美元；拜登团队8月筹集3.645亿美元，突破美国大选单月筹资纪录。</blockquote><p><b>海外市场</b></p><p><b>1、美股收涨道指涨超450点！纳指站上12000点关口续创新高</b></p><p>美股三大股指周三全线收涨，纳指和标普500再创历史新高，其中纳指站上12000点关口，道指收复29000点，因美国新一轮刺激计划出现进展，8月ADP就业数据不及预期。恐慌指数VIX涨0.57%，报26.27点。</p><p><b>2、中概股多数下跌：跟谁学遭调查暴跌12%；AMC暴涨逾15％</b></p><p>截至发稿，知名中概股多数下跌，其中<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.65%；<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.10%；<a href=\"https://laohu8.com/S/JD\">京东</a>涨0.87%；<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.37%；<a href=\"https://laohu8.com/S/SINA\">新浪</a>跌0.76%；新浪微博跌2.78%；<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.17%；趣头条跌1.77%；<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.09%；<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌2.29%；<a href=\"https://laohu8.com/S/XNET\">迅雷</a>跌2.46%；<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌2.50%；欢聚时代跌2.21%；<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌0.37%；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌2.62%；<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>跌2.29%。</p><p><b>3、墨西哥湾地区原油生产活动强劲复苏，美油收跌近3％</b></p><p>原油期货价格周三收盘下跌，未能从上周美国原油库存和产量的大幅下降中找到支撑，原因是墨西哥湾地区的原油生产活动已经从飓风“劳拉”(Laura)中强劲复苏。</p><p><b>4、全球股市上涨、美元大幅回升，金价收盘大跌1.7％</b></p><p>黄金期货价格周三收盘下跌，原因是全球股市上涨，且美元汇率从一天前触及的两年低点反弹，从而给金价带来了一些不利因素。</p><p><b>5、欧股收盘大涨1.7％！经济数据表现不佳，或促使欧央行采取更多行动</b></p><p>欧洲股市周三收盘上涨，在美国股市强劲上扬的支持下大幅走高，但欧元区的经济指标则令人不安。泛欧斯托克600指数上涨6.05点，报收于371.28点，涨幅为1.66%，几乎所有行业板块和欧洲主要国家的股市均收盘走高。</p><p>国际宏观</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2064394292\" target=\"_blank\"><b>美国国会预算办公室：今年预算赤字料增逾两倍至3.3万亿美元</b></a></p><p>根据美国国会预算办公室(CBO)的最新统计数据，在新冠疫情给经济造成冲击后，美国政府为缓解经济损失而实施的大规模刺激措施将令本财年联邦预算赤字飙升至创纪录的3.3万亿美元。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2064823999\" target=\"_blank\"><b>美联储褐皮书：多数地区经济活动增长，但总体增幅不大</b></a></p><p>美联储周三公布了所谓的“褐皮书”（Beige Book）报告。这份报告显示，大多数地区的经济活动都有所增长，但总体而言增幅不大，经济活动仍旧远低于新冠肺炎大流行之前的水平。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/1153484968\" target=\"_blank\"><b>拜登团队8月筹集3.645亿美元 突破美国大选单月筹资纪录</b></a></p><p>美国民主党总统候选人拜登8月筹集了创纪录的3.645亿美元，超过此前美国大选历史上任何一个月的筹款额，拜登团队在7月则筹集了1.4亿美元。截至当地时间周三，特朗普竞选团队尚未宣布8月筹款金额。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/1160572484\" target=\"_blank\"><b>大空头席夫：美联储的通胀新政将加速美元和美国经济的毁灭进程</b></a></p><p>美联储正式改变了他们的通货膨胀政策，不再像过去一样会给通胀率盖上盖子，而是允许通胀率成为一个运动的目标。在最新的播客当中，著名投资人、财经评论家席夫（Peter Schiff）明确表示，这样的政策只能加速美元和美国经济的毁灭进程。</p><p><b>5、英国央行副行长：必要情况下英国可以大幅提高QE规模</b></p><p>英国央行副行长拉姆斯登(Dave Ramsden)表示，必要时英国央行有能力增加购债行动的速度和规模。</p><p>市场观点</p><p><b>华尔街12大机构点评：市场轮动 美股或将更广泛上涨</b></p><p><b>ADP数据逊于预期，市场等待非农就业报告</b></p><p>ADP公布报告称，美国8月份私人部门就业人数增加了42.8万人，远低于经济学家此前平均预期的增长117万人。咨询公司Bleakley Advisory Group的首席投资官皮特-布克瓦（Peter Boockvar）表示，企业招聘人员的步伐“在过去两个月确实放慢了，平均只有32万人。ADP的这份报告意味着，定于周五公布的非农就业报告变得非常有趣的，因为不仅7月份的新增非农就业人数达到了146万人，而且8月份预计也将达到129万人，这与ADP的数据有很大不同。”</p><p>ADP报告显示，上月美国民间就业人数较7月增加，但低于经济学家的预估。投资者现在正在等待定于周五发布的政府综合就业报告。旧金山Abbot Downing的高级投资组合经理珍妮特·沃克(Janet Walker)预计，周五的政府就业数据也将反映出7-8月的停滞。因此，她说，对美国立法者来说，就新的财政冠状病毒救济法案达成协议将是重要的。她说，就业报告中的疲软“如果推迟刺激计划，可能会成为更大的风险。为了让经济继续复苏，我们将需要看到额外的刺激措施”。</p><p><b>有迹象表明市场轮动正在发生，股市或将出现更广泛的上涨</b></p><p>投资公司FBB Capital Partners的研究主管麦克·贝利（Mike Bailey）指出，半导体类股的表现优于软件类股，这是市场轮动正在发生的另一个迹象。追踪科技股的交易所交易基金IShares Expanded Tech-Software ETF(IGV)上涨0.5%，而追踪半导体股的交易所交易基金Vaneck Vectors Semiconductor ETF(SMH)则上涨超过2%。“我们看到买家可能在寻求更加持久的增长，但不想为那种疯狂的科技股估值买单。”贝利表示。</p><p>虽然从3月低点开始的反弹在很大程度上已经受到了美联储支持的推动，但Ally Invest首席投资策略师林赛·贝尔(Lindsey Bell)表示，投资者可能仍在消化美联储在上周发布的一份政策声明，这份声明表明美联储将继续提供支持。贝尔说道：“人们今天看到的是一种轮动昨天轰动一时的一天之后的一种轮动。除非你真的认为科技股将彻底崩盘，否则它可以稍作喘息，让其他一些价值导向型和周期性板块暂时掌权。”</p><p><b>下一轮新冠病毒救助计划料将出台，疫苗相关希望增强</b></p><p>投资者本月正寻求评估美国下一期刺激支出的时机和规模，以减轻美国消费者和企业的负担。美国财政部长史蒂文·姆努钦(Steven Mnuchin)周二敦促国会拨款更多资金，以抗击新冠病毒大流行的影响，并表示他准备与民主党领导人坐下来恢复谈判。“这是市场上的一种支持机制，一种正在发挥作用的假设，也就是会有一些财政刺激措施。”投资公司Trust Global Investors首席策略师西马·沙阿(Seema Shah)表示。“如果他们不这么做，投资者将重新审视美国增长前景。这将导致涨势暂停，甚至可能下跌。”</p><p>对央行刺激措施的谨慎乐观情绪，以及对新冠病毒疫苗的希望，继续推动股市上涨。各国央行发出的信号表明，利率将在较长一段时间内保持在低位，而已经注入金融市场和消费者手中的现金，助长了投资者对股票等风险较高资产的“胃口”。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席美国股票策略师迈克·威尔逊(Mike Wilson)表示，他仍对市场的长期前景持乐观态度，但在如此强劲的反弹之后，未来几周美国股市肯定将会走软。威尔逊称：“在接下来的12个月里，我仍然非常看好股市前景。我认为，现在的市场有点过头了。想要尝试计算出回调的时间是不可能做到的。如果市场回调10%，我不会感到意外，但如果市场不回调，也不会令人意外。我们正处于牛市之中。“</p><p>公司新闻</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2064234930\" target=\"_blank\"><b>特斯拉股价一度大跌逾8％，其外部最大股东大举减持</b></a></p><p>特斯拉股价周三早盘一度大跌逾8%，因特斯拉最大的外部股东Baillie Gifford减少了对特斯拉的持仓。此前一日，特斯拉宣布增发至多50亿美元股票。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2064366252\" target=\"_blank\"><b>裁员1.6万人！联邦援助到期，美联航拟裁减近17％员工</b></a></p><p>美国联合航空公司(United Airlines)周三宣布，在旨在保护航空业工作岗位的联邦政府新冠病毒援助用完后，该公司计划最早在下个月裁员1.6万多人。按美联航截至2019年底的员工总数计算，此次非自愿裁员人数占该公司员工总数的近17%，其中很多人是被暂时休假，这意味着如果需求恢复，那么这些员工可以被召回。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2064392262\" target=\"_blank\"><b>跟谁学股价暴跌逾17%，Q2利润环比下滑87％、正接受SEC调查</b></a></p><p>系列空头发布了针对跟谁学的做空报告，美国证券交易委员会（SEC）的执行部门之后联系了跟谁学，要求该公司提供2017年1月1日以来的财务和运营记录。跟谁学目前正在与SEC合作。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2064239129\" target=\"_blank\"><b>苹果、谷歌和$亚马逊宣布在欧洲涨价 以反映“数字服务税”</b></a></p><p>苹果、谷歌和亚马逊宣布，在英国政府宣布新的“数字服务税”后，他们将提高英国企业客户的服务价格。</p><p><b>5、</b><a href=\"https://laohu8.com/NW/2064834042\" target=\"_blank\"><b>特斯拉柏林超级工厂首栋厂房基本成型 但非整车组装工厂</b></a></p><p>9月2日消息，据国外媒体报道，去年11月份确定的特斯拉柏林超级工厂，目前正在加速建设，外媒最新的报道显示，工厂内的首栋厂房，已经基本成型，不过不是用于组装电动汽车整车的厂房。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120918007","content_text":"摘要：美股收涨道指涨超450点！纳指站上12000点关口续创新高；特斯拉遭外部最大股东大举减持；美联邦预算赤字飙升至创纪录的3.3万亿美元；拜登团队8月筹集3.645亿美元，突破美国大选单月筹资纪录。海外市场1、美股收涨道指涨超450点！纳指站上12000点关口续创新高美股三大股指周三全线收涨，纳指和标普500再创历史新高，其中纳指站上12000点关口，道指收复29000点，因美国新一轮刺激计划出现进展，8月ADP就业数据不及预期。恐慌指数VIX涨0.57%，报26.27点。2、中概股多数下跌：跟谁学遭调查暴跌12%；AMC暴涨逾15％截至发稿，知名中概股多数下跌，其中阿里巴巴跌0.65%；百度跌2.10%；京东涨0.87%；网易涨0.37%；新浪跌0.76%；新浪微博跌2.78%；拼多多跌1.17%；趣头条跌1.77%；蔚来跌1.09%；爱奇艺跌2.29%；迅雷跌2.46%；陌陌跌2.50%；欢聚时代跌2.21%；虎牙跌0.37%；哔哩哔哩跌2.62%；汽车之家跌2.29%。3、墨西哥湾地区原油生产活动强劲复苏，美油收跌近3％原油期货价格周三收盘下跌，未能从上周美国原油库存和产量的大幅下降中找到支撑，原因是墨西哥湾地区的原油生产活动已经从飓风“劳拉”(Laura)中强劲复苏。4、全球股市上涨、美元大幅回升，金价收盘大跌1.7％黄金期货价格周三收盘下跌，原因是全球股市上涨，且美元汇率从一天前触及的两年低点反弹，从而给金价带来了一些不利因素。5、欧股收盘大涨1.7％！经济数据表现不佳，或促使欧央行采取更多行动欧洲股市周三收盘上涨，在美国股市强劲上扬的支持下大幅走高，但欧元区的经济指标则令人不安。泛欧斯托克600指数上涨6.05点，报收于371.28点，涨幅为1.66%，几乎所有行业板块和欧洲主要国家的股市均收盘走高。国际宏观1、美国国会预算办公室：今年预算赤字料增逾两倍至3.3万亿美元根据美国国会预算办公室(CBO)的最新统计数据，在新冠疫情给经济造成冲击后，美国政府为缓解经济损失而实施的大规模刺激措施将令本财年联邦预算赤字飙升至创纪录的3.3万亿美元。2、美联储褐皮书：多数地区经济活动增长，但总体增幅不大美联储周三公布了所谓的“褐皮书”（Beige Book）报告。这份报告显示，大多数地区的经济活动都有所增长，但总体而言增幅不大，经济活动仍旧远低于新冠肺炎大流行之前的水平。3、拜登团队8月筹集3.645亿美元 突破美国大选单月筹资纪录美国民主党总统候选人拜登8月筹集了创纪录的3.645亿美元，超过此前美国大选历史上任何一个月的筹款额，拜登团队在7月则筹集了1.4亿美元。截至当地时间周三，特朗普竞选团队尚未宣布8月筹款金额。4、大空头席夫：美联储的通胀新政将加速美元和美国经济的毁灭进程美联储正式改变了他们的通货膨胀政策，不再像过去一样会给通胀率盖上盖子，而是允许通胀率成为一个运动的目标。在最新的播客当中，著名投资人、财经评论家席夫（Peter Schiff）明确表示，这样的政策只能加速美元和美国经济的毁灭进程。5、英国央行副行长：必要情况下英国可以大幅提高QE规模英国央行副行长拉姆斯登(Dave Ramsden)表示，必要时英国央行有能力增加购债行动的速度和规模。市场观点华尔街12大机构点评：市场轮动 美股或将更广泛上涨ADP数据逊于预期，市场等待非农就业报告ADP公布报告称，美国8月份私人部门就业人数增加了42.8万人，远低于经济学家此前平均预期的增长117万人。咨询公司Bleakley Advisory Group的首席投资官皮特-布克瓦（Peter Boockvar）表示，企业招聘人员的步伐“在过去两个月确实放慢了，平均只有32万人。ADP的这份报告意味着，定于周五公布的非农就业报告变得非常有趣的，因为不仅7月份的新增非农就业人数达到了146万人，而且8月份预计也将达到129万人，这与ADP的数据有很大不同。”ADP报告显示，上月美国民间就业人数较7月增加，但低于经济学家的预估。投资者现在正在等待定于周五发布的政府综合就业报告。旧金山Abbot Downing的高级投资组合经理珍妮特·沃克(Janet Walker)预计，周五的政府就业数据也将反映出7-8月的停滞。因此，她说，对美国立法者来说，就新的财政冠状病毒救济法案达成协议将是重要的。她说，就业报告中的疲软“如果推迟刺激计划，可能会成为更大的风险。为了让经济继续复苏，我们将需要看到额外的刺激措施”。有迹象表明市场轮动正在发生，股市或将出现更广泛的上涨投资公司FBB Capital Partners的研究主管麦克·贝利（Mike Bailey）指出，半导体类股的表现优于软件类股，这是市场轮动正在发生的另一个迹象。追踪科技股的交易所交易基金IShares Expanded Tech-Software ETF(IGV)上涨0.5%，而追踪半导体股的交易所交易基金Vaneck Vectors Semiconductor ETF(SMH)则上涨超过2%。“我们看到买家可能在寻求更加持久的增长，但不想为那种疯狂的科技股估值买单。”贝利表示。虽然从3月低点开始的反弹在很大程度上已经受到了美联储支持的推动，但Ally Invest首席投资策略师林赛·贝尔(Lindsey Bell)表示，投资者可能仍在消化美联储在上周发布的一份政策声明，这份声明表明美联储将继续提供支持。贝尔说道：“人们今天看到的是一种轮动昨天轰动一时的一天之后的一种轮动。除非你真的认为科技股将彻底崩盘，否则它可以稍作喘息，让其他一些价值导向型和周期性板块暂时掌权。”下一轮新冠病毒救助计划料将出台，疫苗相关希望增强投资者本月正寻求评估美国下一期刺激支出的时机和规模，以减轻美国消费者和企业的负担。美国财政部长史蒂文·姆努钦(Steven Mnuchin)周二敦促国会拨款更多资金，以抗击新冠病毒大流行的影响，并表示他准备与民主党领导人坐下来恢复谈判。“这是市场上的一种支持机制，一种正在发挥作用的假设，也就是会有一些财政刺激措施。”投资公司Trust Global Investors首席策略师西马·沙阿(Seema Shah)表示。“如果他们不这么做，投资者将重新审视美国增长前景。这将导致涨势暂停，甚至可能下跌。”对央行刺激措施的谨慎乐观情绪，以及对新冠病毒疫苗的希望，继续推动股市上涨。各国央行发出的信号表明，利率将在较长一段时间内保持在低位，而已经注入金融市场和消费者手中的现金，助长了投资者对股票等风险较高资产的“胃口”。摩根士丹利的首席美国股票策略师迈克·威尔逊(Mike Wilson)表示，他仍对市场的长期前景持乐观态度，但在如此强劲的反弹之后，未来几周美国股市肯定将会走软。威尔逊称：“在接下来的12个月里，我仍然非常看好股市前景。我认为，现在的市场有点过头了。想要尝试计算出回调的时间是不可能做到的。如果市场回调10%，我不会感到意外，但如果市场不回调，也不会令人意外。我们正处于牛市之中。“公司新闻1、特斯拉股价一度大跌逾8％，其外部最大股东大举减持特斯拉股价周三早盘一度大跌逾8%，因特斯拉最大的外部股东Baillie Gifford减少了对特斯拉的持仓。此前一日，特斯拉宣布增发至多50亿美元股票。2、裁员1.6万人！联邦援助到期，美联航拟裁减近17％员工美国联合航空公司(United Airlines)周三宣布，在旨在保护航空业工作岗位的联邦政府新冠病毒援助用完后，该公司计划最早在下个月裁员1.6万多人。按美联航截至2019年底的员工总数计算，此次非自愿裁员人数占该公司员工总数的近17%，其中很多人是被暂时休假，这意味着如果需求恢复，那么这些员工可以被召回。3、跟谁学股价暴跌逾17%，Q2利润环比下滑87％、正接受SEC调查系列空头发布了针对跟谁学的做空报告，美国证券交易委员会（SEC）的执行部门之后联系了跟谁学，要求该公司提供2017年1月1日以来的财务和运营记录。跟谁学目前正在与SEC合作。4、苹果、谷歌和$亚马逊宣布在欧洲涨价 以反映“数字服务税”苹果、谷歌和亚马逊宣布，在英国政府宣布新的“数字服务税”后，他们将提高英国企业客户的服务价格。5、特斯拉柏林超级工厂首栋厂房基本成型 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