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JunXuan0205
2021-06-18
大家一起申购吧[财迷]
抱歉，原内容已删除
JunXuan0205
2021-06-14
加油！
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JunXuan0205
2021-06-24
[贱笑]
抱歉，原内容已删除
JunXuan0205
2021-06-27
收益良多
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JunXuan0205
2021-06-25
[龇牙]
开盘：标普指数刷新高，维珍银河大涨18%
JunXuan0205
2021-06-14
吃个麦当劳也太危险了
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JunXuan0205
2021-06-26
哇涨这么快[看涨]
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JunXuan0205
2021-06-23
学习[开心]
研判短期利率的“市场方法”和“央行方法”
JunXuan0205
2021-06-17
世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机
反弹来了？北向资金早盘持续回流，加仓这些板块
JunXuan0205
2021-06-13
现在几乎看不到nokia了
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","listText":"哇涨这么快[看涨] ","text":"哇涨这么快[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125558507","repostId":"1177084665","repostType":4,"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122551894,"gmtCreate":1624628631818,"gmtModify":1631892119385,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"[龇牙] ","listText":"[龇牙] ","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122551894","repostId":"1151678687","repostType":4,"repost":{"id":"1151678687","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":1624625455,"share":"https://www.laohu8.com/m/news/1151678687?lang=zh_CN&edition=full","pubTime":"2021-06-25 20:50","market":"us","language":"zh","title":"开盘：标普指数刷新高，维珍银河大涨18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151678687","media":"老虎资讯综合","summary":"6月25日（周五），标普500指数开盘上涨8.73点，涨幅0.20%，报4275.22点，盘初创下4277.40点历史高位。纳斯达克综合指数开盘上涨28.4点，涨幅0.20%，报14398.1点；道琼","content":"<p>6月25日（周五），<b>标普500指数开盘上涨8.73点，涨幅0.20%，报4275.22点，盘初创下4277.40点历史高位。</b>纳斯达克综合指数开盘上涨28.4点，涨幅0.20%，报14398.1点；道琼斯指数开盘上涨184.02点，涨幅0.54%，报34380.84点；消息面上，标普将2021年美国实际GDP增长预期上调至6.7％，将美国2022年实际GDP增速预期上调至3.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/fc279c8c14f22142f7c28b993282f0f2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>开盘涨超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>旗下芯片业务成立独立公司，估值为130亿。</p>\n<p>热门中概股多数走高，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>涨4.85%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超3%，网易<a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>开盘涨超18%，公司获得美国联邦航空管理局的全面商业发射许可，可将客户送入太空。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>开盘涨超13%。公司全年及第四季度业绩均超出市场预期。第四财季<a href=\"https://laohu8.com/S/NKE\">耐克</a>北美市场营收同比增长141%，达到创纪录的53.8亿美元。</p>\n<p>在线支付解决方案平台<a href=\"https://laohu8.com/S/PSFE\">Paysafe</a>涨超12%，创一个月来最大盘中涨幅，该股今日成为WSB讨论热点。</p>\n<p><a href=\"https://laohu8.com/S/PSAC\">Property Solutions Acquisition</a>开盘涨超15%，法拉第未来宣布与PSAC公司的合并上市文件生效，股票代码为FFIE。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开涨超2%。日本<a href=\"https://laohu8.com/S/PC\">松下</a>的新闻发言人周五表示，公司已经以约4000亿日元（折合约36亿美元）的价格清仓了所持有的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，所得款项将用于公司战略投资。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>开盘跌0.08%。周四，<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了全新一代的桌面操作系统Windows 11。不过，微软并未宣布Windows 11系统的正式发布时间，只表示从这个节假日开始为符合条件的Windows 10电脑提供免费升级。</p>\n<p><a href=\"https://laohu8.com/S/FDX\">联邦快递</a>跌逾4%，公司对2022财年财务指引低于市场预期；公司CEO表示因招聘困难，公司运营受到影响。</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>开盘：标普指数刷新高，维珍银河大涨18%</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{ 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#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开盘：标普指数刷新高，维珍银河大涨18%\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\">2021-06-25 20:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日（周五），<b>标普500指数开盘上涨8.73点，涨幅0.20%，报4275.22点，盘初创下4277.40点历史高位。</b>纳斯达克综合指数开盘上涨28.4点，涨幅0.20%，报14398.1点；道琼斯指数开盘上涨184.02点，涨幅0.54%，报34380.84点；消息面上，标普将2021年美国实际GDP增长预期上调至6.7％，将美国2022年实际GDP增速预期上调至3.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/fc279c8c14f22142f7c28b993282f0f2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>开盘涨超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>旗下芯片业务成立独立公司，估值为130亿。</p>\n<p>热门中概股多数走高，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>涨4.85%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超3%，网易<a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>开盘涨超18%，公司获得美国联邦航空管理局的全面商业发射许可，可将客户送入太空。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>开盘涨超13%。公司全年及第四季度业绩均超出市场预期。第四财季<a href=\"https://laohu8.com/S/NKE\">耐克</a>北美市场营收同比增长141%，达到创纪录的53.8亿美元。</p>\n<p>在线支付解决方案平台<a href=\"https://laohu8.com/S/PSFE\">Paysafe</a>涨超12%，创一个月来最大盘中涨幅，该股今日成为WSB讨论热点。</p>\n<p><a href=\"https://laohu8.com/S/PSAC\">Property Solutions Acquisition</a>开盘涨超15%，法拉第未来宣布与PSAC公司的合并上市文件生效，股票代码为FFIE。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开涨超2%。日本<a href=\"https://laohu8.com/S/PC\">松下</a>的新闻发言人周五表示，公司已经以约4000亿日元（折合约36亿美元）的价格清仓了所持有的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，所得款项将用于公司战略投资。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>开盘跌0.08%。周四，<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了全新一代的桌面操作系统Windows 11。不过，微软并未宣布Windows 11系统的正式发布时间，只表示从这个节假日开始为符合条件的Windows 10电脑提供免费升级。</p>\n<p><a href=\"https://laohu8.com/S/FDX\">联邦快递</a>跌逾4%，公司对2022财年财务指引低于市场预期；公司CEO表示因招聘困难，公司运营受到影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151678687","content_text":"6月25日（周五），标普500指数开盘上涨8.73点，涨幅0.20%，报4275.22点，盘初创下4277.40点历史高位。纳斯达克综合指数开盘上涨28.4点，涨幅0.20%，报14398.1点；道琼斯指数开盘上涨184.02点，涨幅0.54%，报34380.84点；消息面上，标普将2021年美国实际GDP增长预期上调至6.7％，将美国2022年实际GDP增速预期上调至3.7%。\n\n百度开盘涨超2%，百度旗下芯片业务成立独立公司，估值为130亿。\n热门中概股多数走高，哔哩哔哩涨超5%，逸仙电商涨4.85%，虎牙涨超3%，网易有道、京东、阿里巴巴涨超2%。\n维珍银河开盘涨超18%，公司获得美国联邦航空管理局的全面商业发射许可，可将客户送入太空。\n耐克开盘涨超13%。公司全年及第四季度业绩均超出市场预期。第四财季耐克北美市场营收同比增长141%，达到创纪录的53.8亿美元。\n在线支付解决方案平台Paysafe涨超12%，创一个月来最大盘中涨幅，该股今日成为WSB讨论热点。\nProperty Solutions Acquisition开盘涨超15%，法拉第未来宣布与PSAC公司的合并上市文件生效，股票代码为FFIE。\n特斯拉高开涨超2%。日本松下的新闻发言人周五表示，公司已经以约4000亿日元（折合约36亿美元）的价格清仓了所持有的特斯拉股票，所得款项将用于公司战略投资。\n微软开盘跌0.08%。周四，微软推出了全新一代的桌面操作系统Windows 11。不过，微软并未宣布Windows 11系统的正式发布时间，只表示从这个节假日开始为符合条件的Windows 10电脑提供免费升级。\n联邦快递跌逾4%，公司对2022财年财务指引低于市场预期；公司CEO表示因招聘困难，公司运营受到影响。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128085778,"gmtCreate":1624495486594,"gmtModify":1631892119388,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"[贱笑] ","listText":"[贱笑] 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","text":"大家一起申购吧[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/166375130","repostId":"2144723622","repostType":4,"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161166812,"gmtCreate":1623911697536,"gmtModify":1631892119401,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"鸿蒙加油❤️期待","listText":"鸿蒙加油❤️期待","text":"鸿蒙加油❤️期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161166812","repostId":"1169737488","repostType":4,"repost":{"id":"1169737488","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1623910928,"share":"https://www.laohu8.com/m/news/1169737488?lang=zh_CN&edition=full","pubTime":"2021-06-17 14:22","market":"sh","language":"zh","title":"谁都浇息不了鸿蒙概念的热度？","url":"https://stock-news.laohu8.com/highlight/detail?id=1169737488","media":"格隆汇投资学苑","summary":"资本的游戏\n\n鸿蒙概念板块17日开盘后微微走跌，而后快速翻红。截止午间收盘，昨日上演天地板的传智教育今日再现涨停，拓维信息大涨8.5%、润和软件、中科创达、数字认证等个股跟涨。\n\n自从华为宣布推出最新","content":"<blockquote>\n <b>资本的游戏</b>\n</blockquote>\n<p>鸿蒙概念板块17日开盘后微微走跌，而后快速翻红。截止午间收盘，昨日上演天地板的<a href=\"https://laohu8.com/S/003032\">传智教育</a>今日再现涨停，<a href=\"https://laohu8.com/S/002261\">拓维信息</a>大涨8.5%、<a href=\"https://laohu8.com/S/300339\">润和软件</a>、中科创达、<a href=\"https://laohu8.com/S/300579\">数字认证</a>等个股跟涨。</p>\n<p><img src=\"https://static.tigerbbs.com/13678dff117fd6dac2f289dd58866614\" tg-width=\"474\" tg-height=\"245\" referrerpolicy=\"no-referrer\"></p>\n<p>自从华为宣布推出最新的HarmonyOS 2系统以来，受到市场广泛关注，二级市场上相关概念股疯长。</p>\n<p>在一个月内飙涨300%的润和软件其实早有异动，大涨趋势从5月12日就已经开始，在连吃两个涨停板后，润和软件在14日召开的投资者业绩说明会中表示，会参与5月18日在上海举办“HarmonyOSconnect伙伴峰会”。</p>\n<p>自此之后润和软件的股价宛若坐上了火箭，截至6月2日发布前夕就已经飙涨了120%。发布会后整个鸿蒙板块也持续走高，润和软件五天内吃四个涨停板。</p>\n<p><img src=\"https://static.tigerbbs.com/8b5f2d9547fc2062457ccc19e34626ab\" tg-width=\"326\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p>（润和软件股价）</p>\n<p>其他概念股也不例外，6月以来，传智教育涨超90%，<a href=\"https://laohu8.com/S/300608\">思特奇</a>大涨85%，<a href=\"https://laohu8.com/S/688609\">九联科技</a>涨68%，其余个股均涨超30%。</p>\n<p>经历了如此暴涨，<b>多家上市公司相继发布了股票交易异常波动的提示公告，澄清与华为鸿蒙系统的关系。</b></p>\n<p>润和软件在8日和10日连续两次发布公告称，“从2021年鸿蒙相关业务在手订单来看，鸿蒙业务量占公司业务总量比重较小，尚未对公司经营业绩产生重大影响。”</p>\n<p>思特奇在11日和16日两次发布公告称，公司未直接参与华为鸿蒙系统建设和核心技术的研发。<a href=\"https://laohu8.com/S/300663\">科蓝软件</a>11日也发布公告，公司在华为生态方面已建立广泛、深入的合作，但目前相关业务收入在公司营业收入中占比较小，提请投资者注意相应风险。</p>\n<p>传智教育在15日公告提示风险称，公司主营业务为数字化人才培训业务，目前与鸿蒙系统相关的课程研发及讲授尚处于初期阶段，尚未形成收入，股价异动可能存在二级市场炒作风险。</p>\n<p>此外，<a href=\"https://laohu8.com/S/300270\">中威电子</a>表示，公司目前尚未开展华为鸿蒙系统相关的业务适配测试；<a href=\"https://laohu8.com/S/000997\">新大陆</a>则表示，鸿蒙相关业务能否产生确定性收入存重大不确定性。</p>\n<p><b>而在鸿蒙概念股遭到连续爆炒之后，监管层面也已经出手了。</b></p>\n<p>6月11日晚间，深交所发布消息称，6月7日至11日，深交所共对86起证券异常交易行为采取了自律监管措施，涉及盘中拉抬打压、虚假申报等异常交易情形。对近期涨幅异常的润和软件、思特奇、<a href=\"https://laohu8.com/S/002881\">美格智能</a>、传智教育持续进行重点监控，并及时采取监管措施。</p>\n<p><b>就是在这样一个各公司纷纷发布公告、深交所宣布重点监控的情形下，鸿蒙概念还在持续上涨。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c9c438e600c36c221f2a57d5fd800800\" tg-width=\"554\" tg-height=\"244\" referrerpolicy=\"no-referrer\"></p>\n<p><b>从目前市场的表现中不难看出，这一切都是资本的游戏。</b>据润和软件11日龙虎榜数据显示，卖出金额前5名合计卖出10亿元。</p>\n<p>且从今日上午的“今日金额流出前十名个股”榜单来看，结果不言而喻，润和软件DDE大单净额5.19亿元，大单卖出金额22.23亿元，散户数量299.27，有庄家急于套现和与其他庄家交接的可能。</p>\n<p><img src=\"https://static.tigerbbs.com/9e6b9b7f88a391ca17102acad7105165\" tg-width=\"417\" tg-height=\"323\" referrerpolicy=\"no-referrer\"></p>\n<p>而端午节后的首个交易日，鸿蒙板块大跌超6%，这可能就是一个信号，在《鸿蒙概念爆炒，一地鸡毛还有多远？》一文中也有所提及，虽然诚如有些公司确实与鸿蒙有直接的联系，<b>但游资和机构的疯狂炒作已经使得板块出现了泡沫。</b></p>\n<p>其实单从鸿蒙系统本身来说，它是首个由中国人研发，覆盖了手机、平板电脑、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表以及众多IoT智能终端的操作系统，我们也期待着它带领我们走向“万物互联”的星辰大海。</p>\n<p>但二级市场不管关联强弱，概念股沾个边就涨的趋势却十分离谱。<b>我们是看好鸿蒙，但绝对不能被概念股割了韭菜。</b></p>\n<p>在近期核心资产主线修整的时间内，鸿蒙概念股的炒作可能还将持续，但需警惕头部高估值个股的风险释放。</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>谁都浇息不了鸿蒙概念的热度？</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谁都浇息不了鸿蒙概念的热度？\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/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time\">2021-06-17 14:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>资本的游戏</b>\n</blockquote>\n<p>鸿蒙概念板块17日开盘后微微走跌，而后快速翻红。截止午间收盘，昨日上演天地板的<a href=\"https://laohu8.com/S/003032\">传智教育</a>今日再现涨停，<a href=\"https://laohu8.com/S/002261\">拓维信息</a>大涨8.5%、<a href=\"https://laohu8.com/S/300339\">润和软件</a>、中科创达、<a href=\"https://laohu8.com/S/300579\">数字认证</a>等个股跟涨。</p>\n<p><img src=\"https://static.tigerbbs.com/13678dff117fd6dac2f289dd58866614\" tg-width=\"474\" tg-height=\"245\" referrerpolicy=\"no-referrer\"></p>\n<p>自从华为宣布推出最新的HarmonyOS 2系统以来，受到市场广泛关注，二级市场上相关概念股疯长。</p>\n<p>在一个月内飙涨300%的润和软件其实早有异动，大涨趋势从5月12日就已经开始，在连吃两个涨停板后，润和软件在14日召开的投资者业绩说明会中表示，会参与5月18日在上海举办“HarmonyOSconnect伙伴峰会”。</p>\n<p>自此之后润和软件的股价宛若坐上了火箭，截至6月2日发布前夕就已经飙涨了120%。发布会后整个鸿蒙板块也持续走高，润和软件五天内吃四个涨停板。</p>\n<p><img src=\"https://static.tigerbbs.com/8b5f2d9547fc2062457ccc19e34626ab\" tg-width=\"326\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p>\n<p>（润和软件股价）</p>\n<p>其他概念股也不例外，6月以来，传智教育涨超90%，<a href=\"https://laohu8.com/S/300608\">思特奇</a>大涨85%，<a href=\"https://laohu8.com/S/688609\">九联科技</a>涨68%，其余个股均涨超30%。</p>\n<p>经历了如此暴涨，<b>多家上市公司相继发布了股票交易异常波动的提示公告，澄清与华为鸿蒙系统的关系。</b></p>\n<p>润和软件在8日和10日连续两次发布公告称，“从2021年鸿蒙相关业务在手订单来看，鸿蒙业务量占公司业务总量比重较小，尚未对公司经营业绩产生重大影响。”</p>\n<p>思特奇在11日和16日两次发布公告称，公司未直接参与华为鸿蒙系统建设和核心技术的研发。<a href=\"https://laohu8.com/S/300663\">科蓝软件</a>11日也发布公告，公司在华为生态方面已建立广泛、深入的合作，但目前相关业务收入在公司营业收入中占比较小，提请投资者注意相应风险。</p>\n<p>传智教育在15日公告提示风险称，公司主营业务为数字化人才培训业务，目前与鸿蒙系统相关的课程研发及讲授尚处于初期阶段，尚未形成收入，股价异动可能存在二级市场炒作风险。</p>\n<p>此外，<a href=\"https://laohu8.com/S/300270\">中威电子</a>表示，公司目前尚未开展华为鸿蒙系统相关的业务适配测试；<a href=\"https://laohu8.com/S/000997\">新大陆</a>则表示，鸿蒙相关业务能否产生确定性收入存重大不确定性。</p>\n<p><b>而在鸿蒙概念股遭到连续爆炒之后，监管层面也已经出手了。</b></p>\n<p>6月11日晚间，深交所发布消息称，6月7日至11日，深交所共对86起证券异常交易行为采取了自律监管措施，涉及盘中拉抬打压、虚假申报等异常交易情形。对近期涨幅异常的润和软件、思特奇、<a href=\"https://laohu8.com/S/002881\">美格智能</a>、传智教育持续进行重点监控，并及时采取监管措施。</p>\n<p><b>就是在这样一个各公司纷纷发布公告、深交所宣布重点监控的情形下，鸿蒙概念还在持续上涨。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c9c438e600c36c221f2a57d5fd800800\" tg-width=\"554\" tg-height=\"244\" referrerpolicy=\"no-referrer\"></p>\n<p><b>从目前市场的表现中不难看出，这一切都是资本的游戏。</b>据润和软件11日龙虎榜数据显示，卖出金额前5名合计卖出10亿元。</p>\n<p>且从今日上午的“今日金额流出前十名个股”榜单来看，结果不言而喻，润和软件DDE大单净额5.19亿元，大单卖出金额22.23亿元，散户数量299.27，有庄家急于套现和与其他庄家交接的可能。</p>\n<p><img src=\"https://static.tigerbbs.com/9e6b9b7f88a391ca17102acad7105165\" tg-width=\"417\" tg-height=\"323\" referrerpolicy=\"no-referrer\"></p>\n<p>而端午节后的首个交易日，鸿蒙板块大跌超6%，这可能就是一个信号，在《鸿蒙概念爆炒，一地鸡毛还有多远？》一文中也有所提及，虽然诚如有些公司确实与鸿蒙有直接的联系，<b>但游资和机构的疯狂炒作已经使得板块出现了泡沫。</b></p>\n<p>其实单从鸿蒙系统本身来说，它是首个由中国人研发，覆盖了手机、平板电脑、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表以及众多IoT智能终端的操作系统，我们也期待着它带领我们走向“万物互联”的星辰大海。</p>\n<p>但二级市场不管关联强弱，概念股沾个边就涨的趋势却十分离谱。<b>我们是看好鸿蒙，但绝对不能被概念股割了韭菜。</b></p>\n<p>在近期核心资产主线修整的时间内，鸿蒙概念股的炒作可能还将持续，但需警惕头部高估值个股的风险释放。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eaea58b10a2e7fcaef34b55e35f06ead","relate_stocks":{"300339":"润和软件","003032":"*ST传智","002261":"拓维信息"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169737488","content_text":"资本的游戏\n\n鸿蒙概念板块17日开盘后微微走跌，而后快速翻红。截止午间收盘，昨日上演天地板的传智教育今日再现涨停，拓维信息大涨8.5%、润和软件、中科创达、数字认证等个股跟涨。\n\n自从华为宣布推出最新的HarmonyOS 2系统以来，受到市场广泛关注，二级市场上相关概念股疯长。\n在一个月内飙涨300%的润和软件其实早有异动，大涨趋势从5月12日就已经开始，在连吃两个涨停板后，润和软件在14日召开的投资者业绩说明会中表示，会参与5月18日在上海举办“HarmonyOSconnect伙伴峰会”。\n自此之后润和软件的股价宛若坐上了火箭，截至6月2日发布前夕就已经飙涨了120%。发布会后整个鸿蒙板块也持续走高，润和软件五天内吃四个涨停板。\n\n（润和软件股价）\n其他概念股也不例外，6月以来，传智教育涨超90%，思特奇大涨85%，九联科技涨68%，其余个股均涨超30%。\n经历了如此暴涨，多家上市公司相继发布了股票交易异常波动的提示公告，澄清与华为鸿蒙系统的关系。\n润和软件在8日和10日连续两次发布公告称，“从2021年鸿蒙相关业务在手订单来看，鸿蒙业务量占公司业务总量比重较小，尚未对公司经营业绩产生重大影响。”\n思特奇在11日和16日两次发布公告称，公司未直接参与华为鸿蒙系统建设和核心技术的研发。科蓝软件11日也发布公告，公司在华为生态方面已建立广泛、深入的合作，但目前相关业务收入在公司营业收入中占比较小，提请投资者注意相应风险。\n传智教育在15日公告提示风险称，公司主营业务为数字化人才培训业务，目前与鸿蒙系统相关的课程研发及讲授尚处于初期阶段，尚未形成收入，股价异动可能存在二级市场炒作风险。\n此外，中威电子表示，公司目前尚未开展华为鸿蒙系统相关的业务适配测试；新大陆则表示，鸿蒙相关业务能否产生确定性收入存重大不确定性。\n而在鸿蒙概念股遭到连续爆炒之后，监管层面也已经出手了。\n6月11日晚间，深交所发布消息称，6月7日至11日，深交所共对86起证券异常交易行为采取了自律监管措施，涉及盘中拉抬打压、虚假申报等异常交易情形。对近期涨幅异常的润和软件、思特奇、美格智能、传智教育持续进行重点监控，并及时采取监管措施。\n就是在这样一个各公司纷纷发布公告、深交所宣布重点监控的情形下，鸿蒙概念还在持续上涨。\n\n从目前市场的表现中不难看出，这一切都是资本的游戏。据润和软件11日龙虎榜数据显示，卖出金额前5名合计卖出10亿元。\n且从今日上午的“今日金额流出前十名个股”榜单来看，结果不言而喻，润和软件DDE大单净额5.19亿元，大单卖出金额22.23亿元，散户数量299.27，有庄家急于套现和与其他庄家交接的可能。\n\n而端午节后的首个交易日，鸿蒙板块大跌超6%，这可能就是一个信号，在《鸿蒙概念爆炒，一地鸡毛还有多远？》一文中也有所提及，虽然诚如有些公司确实与鸿蒙有直接的联系，但游资和机构的疯狂炒作已经使得板块出现了泡沫。\n其实单从鸿蒙系统本身来说，它是首个由中国人研发，覆盖了手机、平板电脑、智能手表以及众多IoT智能终端的操作系统，我们也期待着它带领我们走向“万物互联”的星辰大海。\n但二级市场不管关联强弱，概念股沾个边就涨的趋势却十分离谱。我们是看好鸿蒙，但绝对不能被概念股割了韭菜。\n在近期核心资产主线修整的时间内，鸿蒙概念股的炒作可能还将持续，但需警惕头部高估值个股的风险释放。","news_type":1,"symbols_score_info":{"300339":0.9,"002261":0.9,"003032":0.9}},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161161554,"gmtCreate":1623911598178,"gmtModify":1631893338061,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机","listText":"世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机","text":"世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161161554","repostId":"1155490674","repostType":4,"repost":{"id":"1155490674","kind":"news","pubTimestamp":1623911250,"share":"https://www.laohu8.com/m/news/1155490674?lang=zh_CN&edition=full","pubTime":"2021-06-17 14:27","market":"sh","language":"zh","title":"反弹来了？北向资金早盘持续回流，加仓这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1155490674","media":"上海证券报","summary":"今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发","content":"<div>\n<p>今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发稿，北向资金持续净买入超过30亿元。从行业配置上来看，近期反弹势头较好的科技股获得北向资金明显加仓，酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖，皇台酒业、口子窖涨停，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">网页链接</a>\n\n</div>\n","source":"shzqb","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>反弹来了？北向资金早盘持续回流，加仓这些板块</title>\n<style 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href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">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/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"source_url":"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155490674","content_text":"今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发稿，北向资金持续净买入超过30亿元。从行业配置上来看，近期反弹势头较好的科技股获得北向资金明显加仓，酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖，皇台酒业、口子窖涨停，水井坊、酒鬼酒等纷纷跟涨。\n\n值得注意的是，本轮白酒反弹主线是基本面表现强劲的次高端酒企，水井坊、酒鬼酒等相关公司股价上涨，使得白酒板块整体呈现上扬态势。\n国泰君安策略团队认为，A股估值体系面临重塑新阶段，内外需共振阶段二三线品种具备盈利弹性优势，当前以白酒为代表率先开始的这轮成长扩散行情也正意味着，估值体系重塑新阶段，二三线成长品种具备重估价值。\n此外，今日早盘半导体板块再度走高，台基股份涨逾10%，富瀚微、士兰微等纷纷跟涨。\n\n国金证券认为，根据下游调研反馈情况，从在手订单、交货周期、收入确认周期来看，半导体行业到2022年景气度仍会保持持续向上。高景气度下，由于产品结构提升、涨价等因素影响，半导体板块的全年利润预期有望上调。\n此外，卫星导航概念盘中拉升走高。板块中，华测导航、航锦科技、天奥电子等纷纷上涨。这主要缘于6月17日搭载神舟十二号载人飞船的长征二号F遥十二运载火箭，在酒泉卫星发射中心点火发射。\n北向资金增持科技股\n减持酿酒行业\n此前北向资金连续3个交易日呈现净卖出态势，但今日早盘北向资金恢复了净买入。\n拉长时间周期来看，自4月16日至上周末，北向资金连续9周保持资金净买入。近期，A股市场科技股反弹势头强劲，北向资金也显著增仓部分科技股。\nChoice数据显示，6月1日至6月16日，北向资金对24只个股的持有流通股比例增加1个百分点以上，上海贝岭、中国宝安、超图软件等多个科技类个股持股增幅居前。\n\n数据来源：东方财富Choice终端\n天风证券在研报中表示，在行业配置方面，近期北向资金净买入较多的行业为医药、电力设备及新能源等；资金净卖出较多的行业为食品饮料、建材等。\n粤开证券首席策略分析师陈梦洁表示，从北向资金近期流入的板块来看，对科技成长品种的配置偏好也在持续提升。近期北向资金对维持高景气度的电气设备、电子板块等行业有持续的买入情况，表明资金仍然看好我国科技成长领域的投资价值，尤其是具有一定优势的电气设备板块。","news_type":1,"symbols_score_info":{"03086":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185466753,"gmtCreate":1623667945472,"gmtModify":1631886209358,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"吃个麦当劳也太危险了","listText":"吃个麦当劳也太危险了","text":"吃个麦当劳也太危险了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185466753","repostId":"1182038550","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185641178,"gmtCreate":1623648265394,"gmtModify":1631893338062,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"加油！","listText":"加油！","text":"加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/185641178","repostId":"2142033224","repostType":4,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182900836,"gmtCreate":1623549375125,"gmtModify":1631893338067,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"现在几乎看不到nokia了","listText":"现在几乎看不到nokia了","text":"现在几乎看不到nokia了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182900836","repostId":"2142203778","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186232629,"gmtCreate":1623500440361,"gmtModify":1631893338068,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"来割韭菜了","listText":"来割韭菜了","text":"来割韭菜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186232629","repostId":"1102453565","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186231564,"gmtCreate":1623500184858,"gmtModify":1631893338071,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag"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href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>开盘涨超18%，公司获得美国联邦航空管理局的全面商业发射许可，可将客户送入太空。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>开盘涨超13%。公司全年及第四季度业绩均超出市场预期。第四财季<a href=\"https://laohu8.com/S/NKE\">耐克</a>北美市场营收同比增长141%，达到创纪录的53.8亿美元。</p>\n<p>在线支付解决方案平台<a href=\"https://laohu8.com/S/PSFE\">Paysafe</a>涨超12%，创一个月来最大盘中涨幅，该股今日成为WSB讨论热点。</p>\n<p><a href=\"https://laohu8.com/S/PSAC\">Property Solutions Acquisition</a>开盘涨超15%，法拉第未来宣布与PSAC公司的合并上市文件生效，股票代码为FFIE。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开涨超2%。日本<a href=\"https://laohu8.com/S/PC\">松下</a>的新闻发言人周五表示，公司已经以约4000亿日元（折合约36亿美元）的价格清仓了所持有的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，所得款项将用于公司战略投资。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>开盘跌0.08%。周四，<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了全新一代的桌面操作系统Windows 11。不过，微软并未宣布Windows 11系统的正式发布时间，只表示从这个节假日开始为符合条件的Windows 10电脑提供免费升级。</p>\n<p><a href=\"https://laohu8.com/S/FDX\">联邦快递</a>跌逾4%，公司对2022财年财务指引低于市场预期；公司CEO表示因招聘困难，公司运营受到影响。</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>开盘：标普指数刷新高，维珍银河大涨18%</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{ 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#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开盘：标普指数刷新高，维珍银河大涨18%\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\">2021-06-25 20:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日（周五），<b>标普500指数开盘上涨8.73点，涨幅0.20%，报4275.22点，盘初创下4277.40点历史高位。</b>纳斯达克综合指数开盘上涨28.4点，涨幅0.20%，报14398.1点；道琼斯指数开盘上涨184.02点，涨幅0.54%，报34380.84点；消息面上，标普将2021年美国实际GDP增长预期上调至6.7％，将美国2022年实际GDP增速预期上调至3.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/fc279c8c14f22142f7c28b993282f0f2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>开盘涨超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>旗下芯片业务成立独立公司，估值为130亿。</p>\n<p>热门中概股多数走高，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨超5%，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>涨4.85%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超3%，网易<a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超2%。</p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>开盘涨超18%，公司获得美国联邦航空管理局的全面商业发射许可，可将客户送入太空。</p>\n<p><a href=\"https://laohu8.com/S/NKE\">耐克</a>开盘涨超13%。公司全年及第四季度业绩均超出市场预期。第四财季<a href=\"https://laohu8.com/S/NKE\">耐克</a>北美市场营收同比增长141%，达到创纪录的53.8亿美元。</p>\n<p>在线支付解决方案平台<a href=\"https://laohu8.com/S/PSFE\">Paysafe</a>涨超12%，创一个月来最大盘中涨幅，该股今日成为WSB讨论热点。</p>\n<p><a href=\"https://laohu8.com/S/PSAC\">Property Solutions Acquisition</a>开盘涨超15%，法拉第未来宣布与PSAC公司的合并上市文件生效，股票代码为FFIE。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>高开涨超2%。日本<a href=\"https://laohu8.com/S/PC\">松下</a>的新闻发言人周五表示，公司已经以约4000亿日元（折合约36亿美元）的价格清仓了所持有的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票，所得款项将用于公司战略投资。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>开盘跌0.08%。周四，<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了全新一代的桌面操作系统Windows 11。不过，微软并未宣布Windows 11系统的正式发布时间，只表示从这个节假日开始为符合条件的Windows 10电脑提供免费升级。</p>\n<p><a href=\"https://laohu8.com/S/FDX\">联邦快递</a>跌逾4%，公司对2022财年财务指引低于市场预期；公司CEO表示因招聘困难，公司运营受到影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151678687","content_text":"6月25日（周五），标普500指数开盘上涨8.73点，涨幅0.20%，报4275.22点，盘初创下4277.40点历史高位。纳斯达克综合指数开盘上涨28.4点，涨幅0.20%，报14398.1点；道琼斯指数开盘上涨184.02点，涨幅0.54%，报34380.84点；消息面上，标普将2021年美国实际GDP增长预期上调至6.7％，将美国2022年实际GDP增速预期上调至3.7%。\n\n百度开盘涨超2%，百度旗下芯片业务成立独立公司，估值为130亿。\n热门中概股多数走高，哔哩哔哩涨超5%，逸仙电商涨4.85%，虎牙涨超3%，网易有道、京东、阿里巴巴涨超2%。\n维珍银河开盘涨超18%，公司获得美国联邦航空管理局的全面商业发射许可，可将客户送入太空。\n耐克开盘涨超13%。公司全年及第四季度业绩均超出市场预期。第四财季耐克北美市场营收同比增长141%，达到创纪录的53.8亿美元。\n在线支付解决方案平台Paysafe涨超12%，创一个月来最大盘中涨幅，该股今日成为WSB讨论热点。\nProperty Solutions Acquisition开盘涨超15%，法拉第未来宣布与PSAC公司的合并上市文件生效，股票代码为FFIE。\n特斯拉高开涨超2%。日本松下的新闻发言人周五表示，公司已经以约4000亿日元（折合约36亿美元）的价格清仓了所持有的特斯拉股票，所得款项将用于公司战略投资。\n微软开盘跌0.08%。周四，微软推出了全新一代的桌面操作系统Windows 11。不过，微软并未宣布Windows 11系统的正式发布时间，只表示从这个节假日开始为符合条件的Windows 10电脑提供免费升级。\n联邦快递跌逾4%，公司对2022财年财务指引低于市场预期；公司CEO表示因招聘困难，公司运营受到影响。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185466753,"gmtCreate":1623667945472,"gmtModify":1631886209358,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"吃个麦当劳也太危险了","listText":"吃个麦当劳也太危险了","text":"吃个麦当劳也太危险了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185466753","repostId":"1182038550","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125558507,"gmtCreate":1624681720309,"gmtModify":1631892119381,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"哇涨这么快[看涨] ","listText":"哇涨这么快[看涨] ","text":"哇涨这么快[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125558507","repostId":"1177084665","repostType":4,"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123836862,"gmtCreate":1624415024756,"gmtModify":1631892119391,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"学习[开心] ","listText":"学习[开心] ","text":"学习[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123836862","repostId":"1178642444","repostType":4,"repost":{"id":"1178642444","kind":"news","pubTimestamp":1624414683,"share":"https://www.laohu8.com/m/news/1178642444?lang=zh_CN&edition=full","pubTime":"2021-06-23 10:18","market":"sh","language":"zh","title":"研判短期利率的“市场方法”和“央行方法”","url":"https://stock-news.laohu8.com/highlight/detail?id=1178642444","media":"光大证券","summary":"1、研判短期利率的“市场方法”和“央行方法”\n别人家的央行通常只是与市场沟通观点，我们的央行还会手把手地教市场如何做研究。比如说，看到市场常纠结于OMO是净投放还是净回笼，并以此揣测货币政策的取向，央","content":"<p><b>1、研判短期利率的“市场方法”和“央行方法”</b></p>\n<p><b>别人家的央行通常只是与市场沟通观点，我们的央行还会手把手地教市场如何做研究。</b>比如说，看到市场常纠结于OMO是净投放还是净回笼，并以此揣测货币政策的取向，央行便在《货币政策执行报告》中告诉大家“只需看政策利率是否发生变化即可，无需过度关注公开市场操作数量”。再比如，看到部分市场主体对流动性产生不必要的担忧，央行主管的《金融时报》赶紧发表了篇文章，表示“不宜以没有根据的猜测去预测流动性‘收紧’和‘波动’以及央行政策取向”。</p>\n<p><b>也许，央行传授的这些研究方法与市场中惯用的有所区别，部分投资者一时不大能接受。</b>此时千万不要先入为主，而是要解放思想，实事求是地对比分析，然后在不同的方法中择其善者而从之。</p>\n<p>我们认为，研判短期利率的“市场方法”和“央行方法”之间的差异主要体现于：前者依赖于OMO操作量、净投放量、流动性缺口、超储率等数量型的指标；央行则建议多关注OMO利率等关键的利率指标。（注：超储率为两个数量型指标之比，并不是一个利率，因此我们还是将其归为数量型指标。）<b>在实践中我们发现，“市场方法”存在不少问题，听央行的话总是没错的。</b></p>\n<p><b>2、“市场方法”存在不少问题</b></p>\n<p><b>“市场方法”存在不少问题，这使得该方法得出的结论很不准确甚至与事实相反。</b>其中一个重要的问题是影响流动性数量的因素很多且难以预测，另一个问题是该方法在逻辑上遗漏了央行货币政策这一决定性变量。</p>\n<p><b>影响流动性数量的因素很多且难以预测，这是导致“市场方法”常失效的一个原因。</b>比如说，部分投资者预计5月地债净供给量会达到1万亿元，而现在回过头来看只有不到5900亿元，差距不小。我们的预测结果是5500亿元，与实际情况较为接近，但实话实说这里面有不少运气的成分，在预测时我们也坦诚地写道“地债发行规模不易预测，我们也很难保证自己的预测值是精确的。”</p>\n<p><b>而且，“市场方法”的逻辑是流动性缺口越大，资金就越会趋于紧张。该方法看似有道理，但在实践中经常出现偏差，这是因为其遗漏了央行货币政策这一决定性变量。</b>（注：该方法也没有考虑到流动性在不同机构间的分布结构等因素所造成的影响。）例如，在面对较大的流动性缺口时，央行完全可以通过综合运用准备金、中期借贷便利、公开市场操作、再贷款、再贴现等多种货币政策工具，满足金融机构合理的不同期限的流动性需求，维护银行体系流动性的合理充裕。也就是说，即使有较大的流动性缺口，资金也不一定会趋于紧张。</p>\n<p><b>除此以外，“市场方法”还有不少其他的问题。</b>比如说，流动性数量与资金利率之间的对偶关系并不稳定，难以用数量型指标预测利率；过多地依赖OMO操作量等数量上的指标来判断货币政策“会导致以偏概全的错误，甚至时常得到与事实相反的结果。”</p>\n<p><b>3、听央行的话总是没错的</b></p>\n<p><b>近几年以来，越来越多的市场主体意识到了传统分析方法中存在的问题，也因此深陷迷茫之中。万幸的是，央行教给了大家一个更为先进的方法。</b>此时，我们以开卷有所求的态度去学习，必然可以掩卷有所获。部分投资者可能隐隐地担心央行能不能做到“言行合一”？我们觉得这是多虑的。一方面，央行没有必要误导市场预期，人为制造波动；另一方面，这些官方沟通都需要经受时间的检验，因此来不得半点虚假。</p>\n<p><b>历史经验反复告诉我们，听央行的话总是没错的。</b>比如说，年初以来央行便强调“稳字当头”的政策取向，这显然不是句空话，DR007的波动率较往年同期明显下降。再比如说，2020年4月3日央行降低了超额准备金利率，部分投资者认为该政策是要引导隔夜等期限的资金利率下行，并对随后的资金利率上行颇感意外。事实上，央行在当日的沟通文章《中国人民银行有关负责人表示：对中小银行定向降准支持实体经济发展》中已经明确的表示“此次央行将超额准备金利率由0.72%下调至0.35%，可推动银行提高资金使用效率，促进银行更好地服务实体经济特别是中小微企业。”也就是说，政策真正的目的是降低持有超储的收益，将资金引导至实体经济。可见，央行并非“言行不一”，相反是对政策早有过明确的交代。</p>\n<p>对于如何准确地判断短期利率走势，央行在去年四季度以及今年一季度的《货币政策执行报告》中都有过专门的阐述，孙国峰司长在今年一季度金融统计数据新闻发布会上还特意强调过。<b>我们将其总结为“重点观察OMO+MLF的操作利率以及DR007等具有代表性的市场利率，不过度关注公开市场操作数量和银行体系流动性”。</b>其中的OMO+MLF利率是央行政策利率，央行通过其传达利率调控信号，是我们研判利率走势时最为关键的指标；DR007利率是货币政策调控的关键性参考指标，因此可以比较准确地体现出政策的取向。</p>\n<p><b>此外，在观测DR007利率时，我们需要剔除数据中日间的、短期的波动：</b>第一，DR007的最高价、最低价等时点利率容易受到日间偶发因素的影响，所含的噪音颇多，因此建议不予关注，可以只对DR007利率的加权平均值进行研判。第二，DR007利率的单日数值容易受到短期因素的影响，因此建议用H-P滤波或是移动平均的方法将短期波动移除。</p>\n<p><b>4、结语</b></p>\n<p><b>在对短期利率进行预测时，市场传统的偏数量型的方法存在不少问题。央行教给了我们一个更先进的方法：观察OMO+MLF的操作利率以及DR007等具有代表性的市场利率。</b>事实上，长时间以来在市场中还有不少似是而非的观点，比如说认为银行是在用存款资金发放贷款，认为基础货币的变化会等比例地传导至M2，认为政府是货币创造的主体。对以上内容，央行都有过深入腠理的分析，我们市场参与者还应再深入体悟。</p>\n<p><b>5、风险提示</b></p>\n<p>不理性的预期引发市场快速波动。</p>","source":"gdzqyj","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研判短期利率的“市场方法”和“央行方法”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 10:18 北京时间 <a href=https://wallstreetcn.com/articles/3633616><strong>光大证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1、研判短期利率的“市场方法”和“央行方法”\n别人家的央行通常只是与市场沟通观点，我们的央行还会手把手地教市场如何做研究。比如说，看到市场常纠结于OMO是净投放还是净回笼，并以此揣测货币政策的取向，央行便在《货币政策执行报告》中告诉大家“只需看政策利率是否发生变化即可，无需过度关注公开市场操作数量”。再比如，看到部分市场主体对流动性产生不必要的担忧，央行主管的《金融时报》赶紧发表了篇文章，表示“...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633616\">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/a8fca69a364eb1ccaf6e9078f1721480","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3633616","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178642444","content_text":"1、研判短期利率的“市场方法”和“央行方法”\n别人家的央行通常只是与市场沟通观点，我们的央行还会手把手地教市场如何做研究。比如说，看到市场常纠结于OMO是净投放还是净回笼，并以此揣测货币政策的取向，央行便在《货币政策执行报告》中告诉大家“只需看政策利率是否发生变化即可，无需过度关注公开市场操作数量”。再比如，看到部分市场主体对流动性产生不必要的担忧，央行主管的《金融时报》赶紧发表了篇文章，表示“不宜以没有根据的猜测去预测流动性‘收紧’和‘波动’以及央行政策取向”。\n也许，央行传授的这些研究方法与市场中惯用的有所区别，部分投资者一时不大能接受。此时千万不要先入为主，而是要解放思想，实事求是地对比分析，然后在不同的方法中择其善者而从之。\n我们认为，研判短期利率的“市场方法”和“央行方法”之间的差异主要体现于：前者依赖于OMO操作量、净投放量、流动性缺口、超储率等数量型的指标；央行则建议多关注OMO利率等关键的利率指标。（注：超储率为两个数量型指标之比，并不是一个利率，因此我们还是将其归为数量型指标。）在实践中我们发现，“市场方法”存在不少问题，听央行的话总是没错的。\n2、“市场方法”存在不少问题\n“市场方法”存在不少问题，这使得该方法得出的结论很不准确甚至与事实相反。其中一个重要的问题是影响流动性数量的因素很多且难以预测，另一个问题是该方法在逻辑上遗漏了央行货币政策这一决定性变量。\n影响流动性数量的因素很多且难以预测，这是导致“市场方法”常失效的一个原因。比如说，部分投资者预计5月地债净供给量会达到1万亿元，而现在回过头来看只有不到5900亿元，差距不小。我们的预测结果是5500亿元，与实际情况较为接近，但实话实说这里面有不少运气的成分，在预测时我们也坦诚地写道“地债发行规模不易预测，我们也很难保证自己的预测值是精确的。”\n而且，“市场方法”的逻辑是流动性缺口越大，资金就越会趋于紧张。该方法看似有道理，但在实践中经常出现偏差，这是因为其遗漏了央行货币政策这一决定性变量。（注：该方法也没有考虑到流动性在不同机构间的分布结构等因素所造成的影响。）例如，在面对较大的流动性缺口时，央行完全可以通过综合运用准备金、中期借贷便利、公开市场操作、再贷款、再贴现等多种货币政策工具，满足金融机构合理的不同期限的流动性需求，维护银行体系流动性的合理充裕。也就是说，即使有较大的流动性缺口，资金也不一定会趋于紧张。\n除此以外，“市场方法”还有不少其他的问题。比如说，流动性数量与资金利率之间的对偶关系并不稳定，难以用数量型指标预测利率；过多地依赖OMO操作量等数量上的指标来判断货币政策“会导致以偏概全的错误，甚至时常得到与事实相反的结果。”\n3、听央行的话总是没错的\n近几年以来，越来越多的市场主体意识到了传统分析方法中存在的问题，也因此深陷迷茫之中。万幸的是，央行教给了大家一个更为先进的方法。此时，我们以开卷有所求的态度去学习，必然可以掩卷有所获。部分投资者可能隐隐地担心央行能不能做到“言行合一”？我们觉得这是多虑的。一方面，央行没有必要误导市场预期，人为制造波动；另一方面，这些官方沟通都需要经受时间的检验，因此来不得半点虚假。\n历史经验反复告诉我们，听央行的话总是没错的。比如说，年初以来央行便强调“稳字当头”的政策取向，这显然不是句空话，DR007的波动率较往年同期明显下降。再比如说，2020年4月3日央行降低了超额准备金利率，部分投资者认为该政策是要引导隔夜等期限的资金利率下行，并对随后的资金利率上行颇感意外。事实上，央行在当日的沟通文章《中国人民银行有关负责人表示：对中小银行定向降准支持实体经济发展》中已经明确的表示“此次央行将超额准备金利率由0.72%下调至0.35%，可推动银行提高资金使用效率，促进银行更好地服务实体经济特别是中小微企业。”也就是说，政策真正的目的是降低持有超储的收益，将资金引导至实体经济。可见，央行并非“言行不一”，相反是对政策早有过明确的交代。\n对于如何准确地判断短期利率走势，央行在去年四季度以及今年一季度的《货币政策执行报告》中都有过专门的阐述，孙国峰司长在今年一季度金融统计数据新闻发布会上还特意强调过。我们将其总结为“重点观察OMO+MLF的操作利率以及DR007等具有代表性的市场利率，不过度关注公开市场操作数量和银行体系流动性”。其中的OMO+MLF利率是央行政策利率，央行通过其传达利率调控信号，是我们研判利率走势时最为关键的指标；DR007利率是货币政策调控的关键性参考指标，因此可以比较准确地体现出政策的取向。\n此外，在观测DR007利率时，我们需要剔除数据中日间的、短期的波动：第一，DR007的最高价、最低价等时点利率容易受到日间偶发因素的影响，所含的噪音颇多，因此建议不予关注，可以只对DR007利率的加权平均值进行研判。第二，DR007利率的单日数值容易受到短期因素的影响，因此建议用H-P滤波或是移动平均的方法将短期波动移除。\n4、结语\n在对短期利率进行预测时，市场传统的偏数量型的方法存在不少问题。央行教给了我们一个更先进的方法：观察OMO+MLF的操作利率以及DR007等具有代表性的市场利率。事实上，长时间以来在市场中还有不少似是而非的观点，比如说认为银行是在用存款资金发放贷款，认为基础货币的变化会等比例地传导至M2，认为政府是货币创造的主体。对以上内容，央行都有过深入腠理的分析，我们市场参与者还应再深入体悟。\n5、风险提示\n不理性的预期引发市场快速波动。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161161554,"gmtCreate":1623911598178,"gmtModify":1631893338061,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机","listText":"世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机","text":"世界疫情逐渐好转，基本面好的公司都反弹了。这时候是入手的好时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161161554","repostId":"1155490674","repostType":4,"repost":{"id":"1155490674","kind":"news","pubTimestamp":1623911250,"share":"https://www.laohu8.com/m/news/1155490674?lang=zh_CN&edition=full","pubTime":"2021-06-17 14:27","market":"sh","language":"zh","title":"反弹来了？北向资金早盘持续回流，加仓这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1155490674","media":"上海证券报","summary":"今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发","content":"<div>\n<p>今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发稿，北向资金持续净买入超过30亿元。从行业配置上来看，近期反弹势头较好的科技股获得北向资金明显加仓，酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖，皇台酒业、口子窖涨停，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">网页链接</a>\n\n</div>\n","source":"shzqb","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>反弹来了？北向资金早盘持续回流，加仓这些板块</title>\n<style 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}\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反弹来了？北向资金早盘持续回流，加仓这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 14:27 北京时间 <a href=https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发稿，北向资金持续净买入超过30亿元。从行业配置上来看，近期反弹势头较好的科技股获得北向资金明显加仓，酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖，皇台酒业、口子窖涨停，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q\">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/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"source_url":"https://mp.weixin.qq.com/s/YiHxXHtbOSzPP2CZqrX7-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155490674","content_text":"今日早盘，A股全线反弹，创业板指涨幅领先，盘中一度涨逾2%。盘面上，白酒、半导体、汽车等多个板块带动指数拉升，休闲服务、建筑材料等跌幅居前。\n北向资金早盘一改此前几个交易日净卖出态势，转向加仓。截至发稿，北向资金持续净买入超过30亿元。从行业配置上来看，近期反弹势头较好的科技股获得北向资金明显加仓，酿酒、建材板块则遭减仓。\n\n白酒、半导体大涨引领指数反弹\n早盘白酒股全线回暖，皇台酒业、口子窖涨停，水井坊、酒鬼酒等纷纷跟涨。\n\n值得注意的是，本轮白酒反弹主线是基本面表现强劲的次高端酒企，水井坊、酒鬼酒等相关公司股价上涨，使得白酒板块整体呈现上扬态势。\n国泰君安策略团队认为，A股估值体系面临重塑新阶段，内外需共振阶段二三线品种具备盈利弹性优势，当前以白酒为代表率先开始的这轮成长扩散行情也正意味着，估值体系重塑新阶段，二三线成长品种具备重估价值。\n此外，今日早盘半导体板块再度走高，台基股份涨逾10%，富瀚微、士兰微等纷纷跟涨。\n\n国金证券认为，根据下游调研反馈情况，从在手订单、交货周期、收入确认周期来看，半导体行业到2022年景气度仍会保持持续向上。高景气度下，由于产品结构提升、涨价等因素影响，半导体板块的全年利润预期有望上调。\n此外，卫星导航概念盘中拉升走高。板块中，华测导航、航锦科技、天奥电子等纷纷上涨。这主要缘于6月17日搭载神舟十二号载人飞船的长征二号F遥十二运载火箭，在酒泉卫星发射中心点火发射。\n北向资金增持科技股\n减持酿酒行业\n此前北向资金连续3个交易日呈现净卖出态势，但今日早盘北向资金恢复了净买入。\n拉长时间周期来看，自4月16日至上周末，北向资金连续9周保持资金净买入。近期，A股市场科技股反弹势头强劲，北向资金也显著增仓部分科技股。\nChoice数据显示，6月1日至6月16日，北向资金对24只个股的持有流通股比例增加1个百分点以上，上海贝岭、中国宝安、超图软件等多个科技类个股持股增幅居前。\n\n数据来源：东方财富Choice终端\n天风证券在研报中表示，在行业配置方面，近期北向资金净买入较多的行业为医药、电力设备及新能源等；资金净卖出较多的行业为食品饮料、建材等。\n粤开证券首席策略分析师陈梦洁表示，从北向资金近期流入的板块来看，对科技成长品种的配置偏好也在持续提升。近期北向资金对维持高景气度的电气设备、电子板块等行业有持续的买入情况，表明资金仍然看好我国科技成长领域的投资价值，尤其是具有一定优势的电气设备板块。","news_type":1,"symbols_score_info":{"03086":0.9,"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182900836,"gmtCreate":1623549375125,"gmtModify":1631893338067,"author":{"id":"3586589165423405","authorId":"3586589165423405","name":"JunXuan0205","avatar":"https://static.tigerbbs.com/33da4b78d9781accb6fa34d5c28697c9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586589165423405","authorIdStr":"3586589165423405"},"themes":[],"htmlText":"现在几乎看不到nokia了","listText":"现在几乎看不到nokia了","text":"现在几乎看不到nokia了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182900836","repostId":"2142203778","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
