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sookqin
2021-09-07
虎牙还有救吗😅
抱歉，原内容已删除
sookqin
2021-06-16
$8VIC(8VI.AU)$
wow！unbelievable！
sookqin
2021-06-11
$8VIC(8VI.AU)$
😀
sookqin
2021-04-22
$虎牙(HUYA)$
等待
sookqin
2021-04-22
$虎牙(HUYA)$
虎牙和斗鱼，到底有没有合作的机会？
sookqin
2021-04-22
$Skillz Inc(SKLZ)$
终于涨了😬😬😬
sookqin
2021-07-06
$虎牙(HUYA)$
还有得救吗？合并计划泡汤了♨️ 😅
sookqin
2021-06-15
$8VIC(8VI.AU)$
又涨了！没机会加仓😅
sookqin
2021-04-24
$虎牙(HUYA)$
😀
sookqin
2021-04-16
$虎牙(HUYA)$
发生什么事？
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/EDU\">新东方</a>涨6.05%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>(涨5.79%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨3.56%。</p>\n<p><img src=\"https://static.tigerbbs.com/4d1478635590024422ab9d5f2747bc45\" tg-width=\"872\" tg-height=\"630\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"BK4503":"景林资产持仓","BK1519":"在线教育","BK4506":"内地教育股","GOTU":"高途","BK1556":"内地教育股","BK1228":"教育服务","BK4204":"教育服务","BK4531":"中概回港概念","EDU":"新东方","BK1588":"回港中概股","BK4526":"热门中概股","BK4509":"腾讯概念","BK1596":"K12教育","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK4535":"淡马锡持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140757076","content_text":"12月9日讯，中概在线教育股盘前走高，新东方涨6.05%，高途(涨5.79%，好未来涨3.56%。","news_type":1,"symbols_score_info":{"EDU":0.9,"GOTU":0.9}},"isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880952041,"gmtCreate":1631013531083,"gmtModify":1631883879981,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"sookqin","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"虎牙还有救吗😅","listText":"虎牙还有救吗😅","text":"虎牙还有救吗😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880952041","repostId":"1134018232","repostType":4,"isVote":1,"tweetType":1,"viewCount":4319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157398818,"gmtCreate":1625563687434,"gmtModify":1631884042029,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"sookqin","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>还有得救吗？合并计划泡汤了♨️ 😅","listText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>还有得救吗？合并计划泡汤了♨️ 😅","text":"$虎牙(HUYA)$还有得救吗？合并计划泡汤了♨️ 😅","images":[{"img":"https://static.tigerbbs.com/8107a9ed2a4a4680c1c3b0f30b3d00fd","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/157398818","isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":129356500,"gmtCreate":1624361225600,"gmtModify":1631886529749,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"sookqin","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz 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10:06","market":"us","language":"zh","title":"降息？那只是个美丽的误会","url":"https://stock-news.laohu8.com/highlight/detail?id=1130870510","media":" 国元证券杨为敩","summary":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整","content":"<p>国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。</p>\n<blockquote>\n 编者注：此前券商中国报道称，多家银行向分行下发了调整存款利率授权管理的通知。自律机制针对不同类型的银行设置了不同的基点上限。报价方式改变后，一年期以下的存款利率有所上升，一年期利率水平维持不变，一年期以上的存款产品大多要下调。有市场分析将其解读为变相降息。\n</blockquote>\n<p><b>1、市场利率定价自律机制实际上是在2015年央行存款利率幅度限制取消后，各个地方对利率上浮幅度进行软性限制而成立的自律机制。</b></p>\n<p><b>2、存款利率上限的界定方式由“基准利率*上浮比例”调整到“基准利率+上浮基点”，其初衷很可能是将存款利率上限与贷款利率上限的计量方式统一起来，监管层未必有通过该机制将利率朝一个方向引导的考虑。</b></p>\n<p><b>3、在报价方式改变之后，不同期限的存款利率也是升降不一的。对于大多数银行来说，1年期以上的存款利率会下降，而1年期以下的存款利率则会上升。</b></p>\n<p><b>4、理论上，这会增加银行资产端的久期，降低全社会的资金成本，但现实未必会表现尽如人意：</b></p>\n<p>1）总存款利率未必会因此而出现太大变化。在合理的范畴之内，银行的存款利率是由存款供需所导致的，其利率水平并非单纯打到上限，此外，如果银行理性的话，银行的存款利率与非存款负债渠道的成本（金融债及CDS）的比价关系也会约束存款利率过度脱离市场化轨道；</p>\n<p>2）即使存款利率发生变化，存款利率对资产端成本的传导也并不顺畅。银行在此前会通过一定限度内的期限错配去维持一个合适的净息差水平，而在该政策缩窄了银行长短期负债成本的利差的情况下，银行期限错配的意愿不可避免地会下降，这会导致全社会资金成本未必会因此而下降。</p>\n<p><b>5、在当前的环境之下，货币政策宽松的概率是很低的：</b></p>\n<p>1）当前货币政策的位置已经明显比经济基本面给出的合理位置更加宽松，至少并没有反映当前迅速向上的通胀水平，若通胀在下半年继续超预期的话，则货币政策在下半年可能不松反紧。</p>\n<p>2）当前的政策利率已经过低，在去年Q1疫情导致经济严重衰退之时，MLF、逆回购、LPR等政策工具利率水平各下调30bp之多，而在后续环境恢复之后，这些政策利率仍然维持在超低的水平之内，这导致继续动用价格政策的宽松并无必要。</p>\n<p><b>6、尤其是，这一政策未必会对利率债产生明显利好，如果银行资产端的久期不升反降的话，无论长端或短端的利率债收益率都不见得会出现明显下降，如果债券市场岿然不动的话，其他资产受该政策的影响也应相当有限。</b></p>","source":"highlight_wallstreetcn","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>降息？那只是个美丽的误会</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降息？那只是个美丽的误会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 10:06 北京时间 <a href=https://wallstreetcn.com/articles/3633334><strong> 国元证券杨为敩</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整存款利率授权管理的通知。自律机制针对不同类型的银行设置了不同的基点上限。报价方式改变后，一年期以下的存款利率有所上升，一年期利率水平维持不变，一年期以上的存款产品大多要下调。有市场分析将其解读为变相...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633334\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab93f5b286e91abed33d5671db67c8b5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633334","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1130870510","content_text":"国元证券分析表示，在报价方式改变后，不同期限存款利率升降不一；当前环境下，货币政策宽松概率很低，若通胀下半年继续超预期，货币政策可能不松反紧。\n\n 编者注：此前券商中国报道称，多家银行向分行下发了调整存款利率授权管理的通知。自律机制针对不同类型的银行设置了不同的基点上限。报价方式改变后，一年期以下的存款利率有所上升，一年期利率水平维持不变，一年期以上的存款产品大多要下调。有市场分析将其解读为变相降息。\n\n1、市场利率定价自律机制实际上是在2015年央行存款利率幅度限制取消后，各个地方对利率上浮幅度进行软性限制而成立的自律机制。\n2、存款利率上限的界定方式由“基准利率*上浮比例”调整到“基准利率+上浮基点”，其初衷很可能是将存款利率上限与贷款利率上限的计量方式统一起来，监管层未必有通过该机制将利率朝一个方向引导的考虑。\n3、在报价方式改变之后，不同期限的存款利率也是升降不一的。对于大多数银行来说，1年期以上的存款利率会下降，而1年期以下的存款利率则会上升。\n4、理论上，这会增加银行资产端的久期，降低全社会的资金成本，但现实未必会表现尽如人意：\n1）总存款利率未必会因此而出现太大变化。在合理的范畴之内，银行的存款利率是由存款供需所导致的，其利率水平并非单纯打到上限，此外，如果银行理性的话，银行的存款利率与非存款负债渠道的成本（金融债及CDS）的比价关系也会约束存款利率过度脱离市场化轨道；\n2）即使存款利率发生变化，存款利率对资产端成本的传导也并不顺畅。银行在此前会通过一定限度内的期限错配去维持一个合适的净息差水平，而在该政策缩窄了银行长短期负债成本的利差的情况下，银行期限错配的意愿不可避免地会下降，这会导致全社会资金成本未必会因此而下降。\n5、在当前的环境之下，货币政策宽松的概率是很低的：\n1）当前货币政策的位置已经明显比经济基本面给出的合理位置更加宽松，至少并没有反映当前迅速向上的通胀水平，若通胀在下半年继续超预期的话，则货币政策在下半年可能不松反紧。\n2）当前的政策利率已经过低，在去年Q1疫情导致经济严重衰退之时，MLF、逆回购、LPR等政策工具利率水平各下调30bp之多，而在后续环境恢复之后，这些政策利率仍然维持在超低的水平之内，这导致继续动用价格政策的宽松并无必要。\n6、尤其是，这一政策未必会对利率债产生明显利好，如果银行资产端的久期不升反降的话，无论长端或短端的利率债收益率都不见得会出现明显下降，如果债券市场岿然不动的话，其他资产受该政策的影响也应相当有限。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169068376,"gmtCreate":1623809437595,"gmtModify":1631888798344,"author":{"id":"3578030955737208","authorId":"3578030955737208","name":"sookqin","avatar":"https://static.tigerbbs.com/c56c225e31e3aa927ebb40f9b3f0b192","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578030955737208","idStr":"3578030955737208"},"themes":[],"htmlText":"<a 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