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Silong
2023-01-17
$小鹏汽车-W(09868)$
赶紧换个董事长吧，看看市场搞成了啥样？蔚小理中2022最差的就是你，以后估计连小都可能没有了！
Silong
2022-08-15
牛皮啊
抱歉，原内容已删除
Silong
2021-06-17
$IT科技包装(ITP)$
死一般的寂静
Silong
2021-02-17
韭菜要有心
抱歉，原内容已删除
Silong
2021-02-17
90天，那就等中报预告吧
抱歉，原内容已删除
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17:01","market":"other","language":"zh","title":"理想汽车Q2营收87.33亿，调整后净亏损1.83亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1124195451","media":"老虎资讯综合","summary":"8月15日，理想汽车2022年Q2营收87.33亿元，市场预期77.4亿元，去年同期50.39亿元；净亏损6.18亿元，市场预期净亏损7.24亿元，去年同期净亏损2.35亿元；经调整净亏损1.83亿元","content":"<html><head></head><body><p>8月15日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>2022年Q2营收87.33亿元，市场预期77.4亿元，去年同期50.39亿元；净亏损6.18亿元，市场预期净亏损7.24亿元，去年同期净亏损2.35亿元；经调整净亏损1.83亿元，去年同期经调整净亏损为6510万元；每股亏损0.64元，市场预期每股亏损1.14元，去年同期每股亏损0.26元。</p><p></p><p><img src=\"https://static.tigerbbs.com/a09547412c2db6977fce24322a371317\" tg-width=\"1142\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>2022年第二季度的经营亏损为9.785亿元，较2021年第二季度的5.359亿元增加82.6%，较2022年第一季度的4.131亿元增加136.9%。</p><p>2022年第二季度的车辆销售收入为84.8亿元（12.7亿美元），较2021年第二季度的人民币49.0亿元增加73.0%，较2022年第一季度的93.1亿元减少8.9%。</p><p>2022年第二季度的车辆毛利率为21.2%，而2021年第二季度为18.7%，2022年第一季度为22.4%。</p><p>2022年第二季度的毛利为18.8亿元（2.804亿美元），较2021年第二季度的9.528亿元增加97.1%，较2022年第一季度的21.6亿元减少13.2%。</p><p>2022年第二季度的毛利率为21.5%，而2021年第二季度为18.9%，2022年第一季度为22.6%。</p><p>2022年第二季度的经营现金流量为11.3亿元，较2021年第二季度的14.1亿元减少19.8%，较2022年第一季度的18.3亿元减少38.4%。</p><p>2022年第二季度的自由现金流为4.517亿元，较2021年第二季度的9.821亿元减少54.0%，较2022年第一季度的5.02亿元减少10.0%。</p><p>2022年上半年营收182.95亿元，同比增长112.4%；车辆销售收入为177.9亿元，同比增加112.6%；上半年归属股东净亏损6.29亿元，上年同期亏损5.95亿元；归属股东综合盈利3.44亿元，上年同期综合亏损7.9亿元。</p><p>预计三季度车辆交付量为27,000至29,000辆，较2021年第三季度增长7.5%至15.5%；预计第三季度营收为89.6亿元（13.4亿美元）至95.6亿元（14.3亿美元），较2021年第三季度增长15.3%至22.9%。</p><p>公布财报后，理想汽车盘前跌3.66%。</p><p><img src=\"https://static.tigerbbs.com/22c31dc8d8d299963bed08516b6b8a22\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></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>理想汽车Q2营收87.33亿，调整后净亏损1.83亿</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; 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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理想汽车Q2营收87.33亿，调整后净亏损1.83亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-08-15 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月15日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>2022年Q2营收87.33亿元，市场预期77.4亿元，去年同期50.39亿元；净亏损6.18亿元，市场预期净亏损7.24亿元，去年同期净亏损2.35亿元；经调整净亏损1.83亿元，去年同期经调整净亏损为6510万元；每股亏损0.64元，市场预期每股亏损1.14元，去年同期每股亏损0.26元。</p><p></p><p><img src=\"https://static.tigerbbs.com/a09547412c2db6977fce24322a371317\" tg-width=\"1142\" tg-height=\"554\" referrerpolicy=\"no-referrer\"/></p><p>2022年第二季度的经营亏损为9.785亿元，较2021年第二季度的5.359亿元增加82.6%，较2022年第一季度的4.131亿元增加136.9%。</p><p>2022年第二季度的车辆销售收入为84.8亿元（12.7亿美元），较2021年第二季度的人民币49.0亿元增加73.0%，较2022年第一季度的93.1亿元减少8.9%。</p><p>2022年第二季度的车辆毛利率为21.2%，而2021年第二季度为18.7%，2022年第一季度为22.4%。</p><p>2022年第二季度的毛利为18.8亿元（2.804亿美元），较2021年第二季度的9.528亿元增加97.1%，较2022年第一季度的21.6亿元减少13.2%。</p><p>2022年第二季度的毛利率为21.5%，而2021年第二季度为18.9%，2022年第一季度为22.6%。</p><p>2022年第二季度的经营现金流量为11.3亿元，较2021年第二季度的14.1亿元减少19.8%，较2022年第一季度的18.3亿元减少38.4%。</p><p>2022年第二季度的自由现金流为4.517亿元，较2021年第二季度的9.821亿元减少54.0%，较2022年第一季度的5.02亿元减少10.0%。</p><p>2022年上半年营收182.95亿元，同比增长112.4%；车辆销售收入为177.9亿元，同比增加112.6%；上半年归属股东净亏损6.29亿元，上年同期亏损5.95亿元；归属股东综合盈利3.44亿元，上年同期综合亏损7.9亿元。</p><p>预计三季度车辆交付量为27,000至29,000辆，较2021年第三季度增长7.5%至15.5%；预计第三季度营收为89.6亿元（13.4亿美元）至95.6亿元（14.3亿美元），较2021年第三季度增长15.3%至22.9%。</p><p>公布财报后，理想汽车盘前跌3.66%。</p><p><img src=\"https://static.tigerbbs.com/22c31dc8d8d299963bed08516b6b8a22\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"BK1588":"回港中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车","BK4526":"热门中概股","LI":"理想汽车","BK1119":"汽车制造商","02015":"理想汽车-W","BK1587":"次新股","BK4563":"昨日强势股","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK1575":"同股不同权","BK1539":"汽车股","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124195451","content_text":"8月15日，理想汽车2022年Q2营收87.33亿元，市场预期77.4亿元，去年同期50.39亿元；净亏损6.18亿元，市场预期净亏损7.24亿元，去年同期净亏损2.35亿元；经调整净亏损1.83亿元，去年同期经调整净亏损为6510万元；每股亏损0.64元，市场预期每股亏损1.14元，去年同期每股亏损0.26元。2022年第二季度的经营亏损为9.785亿元，较2021年第二季度的5.359亿元增加82.6%，较2022年第一季度的4.131亿元增加136.9%。2022年第二季度的车辆销售收入为84.8亿元（12.7亿美元），较2021年第二季度的人民币49.0亿元增加73.0%，较2022年第一季度的93.1亿元减少8.9%。2022年第二季度的车辆毛利率为21.2%，而2021年第二季度为18.7%，2022年第一季度为22.4%。2022年第二季度的毛利为18.8亿元（2.804亿美元），较2021年第二季度的9.528亿元增加97.1%，较2022年第一季度的21.6亿元减少13.2%。2022年第二季度的毛利率为21.5%，而2021年第二季度为18.9%，2022年第一季度为22.6%。2022年第二季度的经营现金流量为11.3亿元，较2021年第二季度的14.1亿元减少19.8%，较2022年第一季度的18.3亿元减少38.4%。2022年第二季度的自由现金流为4.517亿元，较2021年第二季度的9.821亿元减少54.0%，较2022年第一季度的5.02亿元减少10.0%。2022年上半年营收182.95亿元，同比增长112.4%；车辆销售收入为177.9亿元，同比增加112.6%；上半年归属股东净亏损6.29亿元，上年同期亏损5.95亿元；归属股东综合盈利3.44亿元，上年同期综合亏损7.9亿元。预计三季度车辆交付量为27,000至29,000辆，较2021年第三季度增长7.5%至15.5%；预计第三季度营收为89.6亿元（13.4亿美元）至95.6亿元（14.3亿美元），较2021年第三季度增长15.3%至22.9%。公布财报后，理想汽车盘前跌3.66%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385928753,"gmtCreate":1613494979672,"gmtModify":1613494979672,"author":{"id":"3574221998254218","authorId":"3574221998254218","name":"Silong","avatar":"https://static.tigerbbs.com/e0812d9adfe242d49141d3ff29114dc7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"90天，那就等中报预告吧","listText":"90天，那就等中报预告吧","text":"90天，那就等中报预告吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385928753","repostId":"2111000185","repostType":4,"repost":{"id":"2111000185","pubTimestamp":1613453574,"share":"https://www.laohu8.com/m/news/2111000185?lang=&edition=full","pubTime":"2021-02-16 13:32","market":"us","language":"zh","title":"以史为鉴，油价突破60美元和对股市的影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2111000185","media":"川阅全球宏观","summary":"此轮油价的上涨如何演绎？对股票市场有何影响？","content":"<p>作者：<a href=\"https://laohu8.com/S/601555\">东吴证券</a>分析师 陶川</p><p>春节期间布油和美油均突破60美元关口，布油当前达到63.6美元/桶，为2020年1月以来新高。此轮油价的上涨如何演绎？对股票市场有何影响？</p><p><b>供需趋紧、库存回落是此轮原油价上行的主导因素。</b>随着全球经济活动复苏，原油供需均在2020年中触底反弹。2020年9月前由于供给仍好于需求，油价回升幅度有限（图1）；2020年9月后需求恢复超过供给、原油库存回落，油价进入上行通道。</p><p><img src=\"https://static.tigerbbs.com/57c35ffd4d635351f031a841d59752b3\" tg-width=\"818\" tg-height=\"1010\" referrerpolicy=\"no-referrer\"></p><p>春节后油价会继续上涨吗？</p><p><b>是的，我们预计上半年布伦特油价有望突破70美元。</b></p><p>从需求端来看：疫苗推广叠加美国财政刺激加码，原油需求稳步回升，尤其是在美国国会已经通过拜登政府的预算决议后，新一轮财政刺激（约为1.5万亿美元）有望于近期在美国实施。</p><p>从供给端来看：1）欧佩克+坚定减产立场，1月原油减产执行率为103%，且最大石油出口国沙特承诺在2月和3月额外减产100万桶/日；2）原油期货市场已出现贴水迹象，即原油现货价格高于期货，而历史上贴水的出现均伴随库存的明显下降（图2），这是因为此时原油厂商囤积库存不如当前变卖划算，从而加大去库存力度，导致原油供需进一步收紧。</p><p><img src=\"https://static.tigerbbs.com/8bf40b5dc24118d86d0d26cb16b6dc07\" tg-width=\"1017\" tg-height=\"906\" referrerpolicy=\"no-referrer\"></p><p>从历史来看，油价一旦开启涨势，涨幅往往超出市场预期。</p><p>原油作为风险资产本身波动性较大，市场一旦出现油价利好信号，其上涨往往容易超出预期。复盘近年来的油价，2009-2011年、2017-2018年布伦特油价在突破60美元/桶后均出现大幅上涨，原因集中在市场流动性和原油供给上（图3）。具体而言：</p><p><img src=\"https://static.tigerbbs.com/56ee3fdc36a367214dd6f89dbcad52e9\" tg-width=\"1080\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p><p>（1）2009-2011年源于欧佩克严格执行减产协议、美国经济复苏、中国4万亿刺激带动原油需求，布伦特油价在2009年5月突破60美元/桶，随后两年又翻了一倍，最高上涨至127美元/桶。</p><p>（2）2018-2019年欧佩克减产协议执行持续超预期，布伦特油价在2017年10月突破60美元/桶，而后一年继续上涨，同期叠加特朗普政府单方面强行退出伊朗核协议，在2018年10月升至86美元/桶。</p><p>油价上涨如何影响股市？</p><p><b>对于美股而言，一方面</b>，随着页岩油的发展，美国正由原油的净进口国转变为净出口国，近年来油价上涨对投资的促进抵消了对消费的抑制，因此对美国经济产生净的正向拉动（表1）；</p><p><img src=\"https://static.tigerbbs.com/53e5111dafa2956777a6e3369265525a\" tg-width=\"1080\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><b>另一方面，</b>油价的上涨也反映出美国国内需求的持续扩张，后者也体现在上市公司的盈利增长上。因此，在此前布伦特油价突破60美元/桶后，美股亦继续上涨，在走势上与油价表现为同涨同跌（图4）。</p><p><img src=\"https://static.tigerbbs.com/31498b08f289eadf5db4485fdc744074\" tg-width=\"1080\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><b>对于A股而言，由于中国是原油的净进口国，故油价持续上涨对于整个经济运行成本是提升的。</b>我们注意到2017年以来国际油价在走势上与上证综指具有一定的负相关性，且前者在走势上领先后者约90天，<b>两者的相关系数达到了-0.74！</b>即油价在持续上涨一个季度后往往会出现股市的回调（图5）。其背后的原因，除了油价上涨可能侵蚀到部分中下游上市公司的盈利外，更有市场对油价持续上涨引发通胀风险和货币政策收紧的担忧。</p><p><img src=\"https://static.tigerbbs.com/9f1ac0a4cbadc1666b8f08f86de188f8\" tg-width=\"1080\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><b>风险提示：</b>全球经济复苏不及预期，原油减产执行率不及预期</p>","source":"lsy1582083733592","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>以史为鉴，油价突破60美元和对股市的影响</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; 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n以史为鉴，油价突破60美元和对股市的影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-16 13:32 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/411987.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：东吴证券分析师 陶川春节期间布油和美油均突破60美元关口，布油当前达到63.6美元/桶，为2020年1月以来新高。此轮油价的上涨如何演绎？对股票市场有何影响？供需趋紧、库存回落是此轮原油价上行的主导因素。随着全球经济活动复苏，原油供需均在2020年中触底反弹。2020年9月前由于供给仍好于需求，油价回升幅度有限（图1）；2020年9月后需求恢复超过供给、原油库存回落，油价进入上行通道。春节后...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/411987.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/212c960aaeece26511e050463eddc3b0","relate_stocks":{"USO":"美国原油ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/411987.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111000185","content_text":"作者：东吴证券分析师 陶川春节期间布油和美油均突破60美元关口，布油当前达到63.6美元/桶，为2020年1月以来新高。此轮油价的上涨如何演绎？对股票市场有何影响？供需趋紧、库存回落是此轮原油价上行的主导因素。随着全球经济活动复苏，原油供需均在2020年中触底反弹。2020年9月前由于供给仍好于需求，油价回升幅度有限（图1）；2020年9月后需求恢复超过供给、原油库存回落，油价进入上行通道。春节后油价会继续上涨吗？是的，我们预计上半年布伦特油价有望突破70美元。从需求端来看：疫苗推广叠加美国财政刺激加码，原油需求稳步回升，尤其是在美国国会已经通过拜登政府的预算决议后，新一轮财政刺激（约为1.5万亿美元）有望于近期在美国实施。从供给端来看：1）欧佩克+坚定减产立场，1月原油减产执行率为103%，且最大石油出口国沙特承诺在2月和3月额外减产100万桶/日；2）原油期货市场已出现贴水迹象，即原油现货价格高于期货，而历史上贴水的出现均伴随库存的明显下降（图2），这是因为此时原油厂商囤积库存不如当前变卖划算，从而加大去库存力度，导致原油供需进一步收紧。从历史来看，油价一旦开启涨势，涨幅往往超出市场预期。原油作为风险资产本身波动性较大，市场一旦出现油价利好信号，其上涨往往容易超出预期。复盘近年来的油价，2009-2011年、2017-2018年布伦特油价在突破60美元/桶后均出现大幅上涨，原因集中在市场流动性和原油供给上（图3）。具体而言：（1）2009-2011年源于欧佩克严格执行减产协议、美国经济复苏、中国4万亿刺激带动原油需求，布伦特油价在2009年5月突破60美元/桶，随后两年又翻了一倍，最高上涨至127美元/桶。（2）2018-2019年欧佩克减产协议执行持续超预期，布伦特油价在2017年10月突破60美元/桶，而后一年继续上涨，同期叠加特朗普政府单方面强行退出伊朗核协议，在2018年10月升至86美元/桶。油价上涨如何影响股市？对于美股而言，一方面，随着页岩油的发展，美国正由原油的净进口国转变为净出口国，近年来油价上涨对投资的促进抵消了对消费的抑制，因此对美国经济产生净的正向拉动（表1）；另一方面，油价的上涨也反映出美国国内需求的持续扩张，后者也体现在上市公司的盈利增长上。因此，在此前布伦特油价突破60美元/桶后，美股亦继续上涨，在走势上与油价表现为同涨同跌（图4）。对于A股而言，由于中国是原油的净进口国，故油价持续上涨对于整个经济运行成本是提升的。我们注意到2017年以来国际油价在走势上与上证综指具有一定的负相关性，且前者在走势上领先后者约90天，两者的相关系数达到了-0.74！即油价在持续上涨一个季度后往往会出现股市的回调（图5）。其背后的原因，除了油价上涨可能侵蚀到部分中下游上市公司的盈利外，更有市场对油价持续上涨引发通胀风险和货币政策收紧的担忧。风险提示：全球经济复苏不及预期，原油减产执行率不及预期","news_type":1},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385412637,"gmtCreate":1613571945029,"gmtModify":1613571945029,"author":{"id":"3574221998254218","authorId":"3574221998254218","name":"Silong","avatar":"https://static.tigerbbs.com/e0812d9adfe242d49141d3ff29114dc7","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"韭菜要有心","listText":"韭菜要有心","text":"韭菜要有心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385412637","repostId":"2112342918","repostType":4,"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
