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2021-10-29

没问题的

抱歉，原内容已删除

2021-10-29

加油哦

抱歉，原内容已删除

2021-10-07

$老虎证券(TIGR)$继续加油好吗

2021-09-27

can buy？

腾讯控股：今日耗资约1.02亿港元，回购22万股

2021-10-10

没眼看

被做空后，贾跃亭创办的法拉第未来再遭律所调查

2021-10-10

飞吧

加价800多倍从黑市买芯片？理想汽车紧急回应

2021-10-05

$老虎证券(TIGR)$会回来吗?????

2021-09-30

加油加油

抱歉，原内容已删除

2021-09-30

$老虎证券(TIGR)$心累累。。。

2021-10-08

$Vinco Ventures, Inc.(BBIG)$垃圾

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Misra称，<b>“这真是一个疯狂的市场。20-30年曲线只是反映了市场整体趋平的态势，央行们被迫应对通胀，这会大幅减缓经济增长。”</b></p>\n<p>随着美国通胀数据持续居高不下，接连创下几十年新高，市场对“通胀是暂时的”开始怀疑，对美联储明年加息预期不断升温，现在已预计美联储明年底前共加息50个基点。美国隔壁的加拿大，在上日周三，就给出了很好的紧缩范例，震惊市场地突然宣布结束QE，并且暗示明年4月就开始加息，而市场已经开出2022年加拿大央行会加息4次的预期。<b>不管是谁，加息几乎不可避免地，会对其经济造成伤害。</b></p>\n<p><b>在美联储还在大力实施QE的今年三季度，美国最新公布的GDP数据意外低迷，</b>环比仅增长2%，较二季度增速大幅放缓。美国消费增速放缓至1.6%，是自2020年第二季度以来的最低增速。政府刺激措施的积极影响有所减弱，供应链方面的挑战限制了企业满足消费者需求的能力。</p>\n<p>对于今日的倒挂，还有分析称，20年-30年美债收益率最先倒挂，<b>也部分由于20年期这一品种不受欢迎。</b>每个月的20年期美债拍卖，明显不如30年期需求强劲。今年5月，美国财政部的行业咨询委员会称20年期美债是“昂贵的融资”，并建议削减该期限美债。</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>首次！美国20年-30年国债收益率曲线出现倒挂</title>\n<style 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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首次！美国20年-30年国债收益率曲线出现倒挂\n</h2>\n\n<h4 class=\"meta\">\n\n2021-10-28 23:48 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两个长期美债品种——美国20年期和30年期国债收益率曲线出现倒挂。这是美国政府在2020年再度推出20年期国债以来首次出现这种现象。\n周四，20年期美债收益率上涨，而30年期美债收益率小幅走低，这使得20年期盘中超过了30年期美债收益率。具体来说，20年期盘中收益率达到1.9652%，而30年期位于1.9569%，二者倒挂相差幅度不足1个基点；而在20年期美债去年5月刚发行时，与30年期美债收益率...</p>\n\n<a href=\"None\">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/4269784b22521a99c4575855c7aee51e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104799499","content_text":"两个长期美债品种——美国20年期和30年期国债收益率曲线出现倒挂。这是美国政府在2020年再度推出20年期国债以来首次出现这种现象。\n周四，20年期美债收益率上涨，而30年期美债收益率小幅走低，这使得20年期盘中超过了30年期美债收益率。具体来说，20年期盘中收益率达到1.9652%，而30年期位于1.9569%，二者倒挂相差幅度不足1个基点；而在20年期美债去年5月刚发行时，与30年期美债收益率有约25个基点的差距。\n\n20年-30年国债不是市场上最紧盯的国债收益率组合，5年-30年，3个月-10年等组合更是市场关注的，这些组合尚未出现倒挂。不过最新的20年-30年国债收益率曲线的倒挂，也凸显近来整体国债收益率曲线趋于平坦的形势。\n通常，收益率曲线倒挂，会令市场感到“有些紧张”，因为从过往经验来看，这或许是经济衰退的前兆。例如在2019年3月，3个月-10年美债收益率自2007年来首次出现倒挂，就引起市场热议，因为在过去的50年间，一共发生过6次3个月-10年美债收益率倒挂的情况，经济随后均陷入衰退。而后来的故事我们都知道了，2019年这一次倒挂，也未能幸免。\n据彭博新闻社援引TD证券利率策略全球主管Priya Misra称，“这真是一个疯狂的市场。20-30年曲线只是反映了市场整体趋平的态势，央行们被迫应对通胀，这会大幅减缓经济增长。”\n随着美国通胀数据持续居高不下，接连创下几十年新高，市场对“通胀是暂时的”开始怀疑，对美联储明年加息预期不断升温，现在已预计美联储明年底前共加息50个基点。美国隔壁的加拿大，在上日周三，就给出了很好的紧缩范例，震惊市场地突然宣布结束QE，并且暗示明年4月就开始加息，而市场已经开出2022年加拿大央行会加息4次的预期。不管是谁，加息几乎不可避免地，会对其经济造成伤害。\n在美联储还在大力实施QE的今年三季度，美国最新公布的GDP数据意外低迷，环比仅增长2%，较二季度增速大幅放缓。美国消费增速放缓至1.6%，是自2020年第二季度以来的最低增速。政府刺激措施的积极影响有所减弱，供应链方面的挑战限制了企业满足消费者需求的能力。\n对于今日的倒挂，还有分析称，20年-30年美债收益率最先倒挂，也部分由于20年期这一品种不受欢迎。每个月的20年期美债拍卖，明显不如30年期需求强劲。今年5月，美国财政部的行业咨询委员会称20年期美债是“昂贵的融资”，并建议削减该期限美债。","news_type":1,"symbols_score_info":{"UBmain":0.9,"ZFmain":0.9,"ZNmain":0.9,"ZBmain":0.9,"ZTmain":0.9,"TNmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854633677,"gmtCreate":1635439955236,"gmtModify":1635439955236,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"加油哦","listText":"加油哦","text":"加油哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854633677","repostId":"1196822861","repostType":4,"isVote":1,"tweetType":1,"viewCount":3053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855196172,"gmtCreate":1635342170662,"gmtModify":1635342364561,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>lol lol","listText":"<a href=\"https://laohu8.com/S/BBIG\">$Vinco Ventures, Inc.(BBIG)$</a>lol lol","text":"$Vinco Ventures, Inc.(BBIG)$lol lol","images":[{"img":"https://static.tigerbbs.com/35b3c42b2425d40419e4a0c3025d98fe","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855196172","isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855193128,"gmtCreate":1635342016857,"gmtModify":1635342353633,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"还会动吗","listText":"还会动吗","text":"还会动吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855193128","repostId":"1183602745","repostType":4,"repost":{"id":"1183602745","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":1635338189,"share":"https://www.laohu8.com/m/news/1183602745?lang=zh_CN&edition=full","pubTime":"2021-10-27 20:36","market":"other","language":"zh","title":"诺瓦瓦克斯医药盘前拉涨超8%，公司在英国申请新冠疫苗授权","url":"https://stock-news.laohu8.com/highlight/detail?id=1183602745","media":"老虎资讯综合","summary":"10月27日，诺瓦瓦克斯医药盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。\n诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。","content":"<p>10月27日，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。</p>\n<p>诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。</p>\n<p><img src=\"https://static.tigerbbs.com/0db508d877743ae405ad25fe69de310a\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></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>诺瓦瓦克斯医药盘前拉涨超8%，公司在英国申请新冠疫苗授权</title>\n<style 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href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。</p>\n<p>诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。</p>\n<p><img src=\"https://static.tigerbbs.com/0db508d877743ae405ad25fe69de310a\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183602745","content_text":"10月27日，诺瓦瓦克斯医药盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。\n诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855190853,"gmtCreate":1635341970257,"gmtModify":1635341973207,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"飞飞飞","listText":"飞飞飞","text":"飞飞飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855190853","repostId":"1183602745","repostType":4,"repost":{"id":"1183602745","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":1635338189,"share":"https://www.laohu8.com/m/news/1183602745?lang=zh_CN&edition=full","pubTime":"2021-10-27 20:36","market":"other","language":"zh","title":"诺瓦瓦克斯医药盘前拉涨超8%，公司在英国申请新冠疫苗授权","url":"https://stock-news.laohu8.com/highlight/detail?id=1183602745","media":"老虎资讯综合","summary":"10月27日，诺瓦瓦克斯医药盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。\n诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。","content":"<p>10月27日，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。</p>\n<p>诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。</p>\n<p><img src=\"https://static.tigerbbs.com/0db508d877743ae405ad25fe69de310a\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></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>诺瓦瓦克斯医药盘前拉涨超8%，公司在英国申请新冠疫苗授权</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; 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href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。</p>\n<p>诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。</p>\n<p><img src=\"https://static.tigerbbs.com/0db508d877743ae405ad25fe69de310a\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183602745","content_text":"10月27日，诺瓦瓦克斯医药盘前拉升，现涨超8%，公司在英国申请新冠疫苗授权。\n诺瓦瓦克斯医药表示：监管审查所需的模块现在已经完成，预计很快就会向其他监管机构提交申请。","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":2223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855107823,"gmtCreate":1635341932301,"gmtModify":1635341932378,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"<a 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21:26","market":"hk","language":"zh","title":"高盛选出50只中国“共同富裕”股","url":"https://stock-news.laohu8.com/highlight/detail?id=1134065122","media":"Barrons巴伦","summary":"超过六成的中国公司股票市盈率低于自己的5年平均市盈率。","content":"<blockquote>\n 投资者目前对一个能在房地产、工业、医疗和部分银行股上提供价值投资机会的市场过于悲观。\n</blockquote>\n<p>中国股市目前有多便宜呢？按照<a href=\"https://laohu8.com/S/UBS\">瑞银</a>的估算，超过六成的中国公司股票市盈率低于自己的5年平均市盈率。</p>\n<p>处于价值洼地的中国市场令多家此前仍在观望的外资机构发出了“看涨”了乐观信号。继瑞银和野村之后，最新做出表态的机构是<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>。汇丰将中国股票的评级从“中性”上调至“增持”，并认为投资者目前对一个能在房地产、工业、医疗和部分银行股上提供价值投资机会的市场过于悲观。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>也认为，有关中国“不可投资”的说法过于笼统。除了看好中国市场上的硬科技、新能源等主题，高盛还选出了受益于“共同富裕”的50只中国公司股票。</p>\n<p><img src=\"https://static.tigerbbs.com/69578dff4bed07d04d3ba6fdea685a35\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1、中国股票估值非常有吸引力</b></p>\n<p>汇丰(HSBC)亚洲策略师赫勒尔德·范·德·林德(Herald van der Linde)指出，<b>中国股票的预期市盈率已经从今年早些时候的17倍降至12.9倍，利润增长前景“可观”。</b>虽然在中国应对挑战之际上市公司利润预期可能会被下调，但范·德·林德认为，从市净率等其他指标来看，再相比亚洲其他股票，中国股票也依然相对便宜。</p>\n<p>“相对于印度，中国股价从未如此便宜——富时印度指数(FTSE India)目前较中国股价溢价95%，创历史新高。”林德说。</p>\n<p>过去一年中国股票遭受重创。追踪在中国内地上市的最大的股票的沪深300指数今年迄今下跌了7%；香港恒生指数下跌7%；上证综合指数仅上涨2%。相比之下，美国和今年表现抢眼的印度股市过去几周再次飙升至纪录高位，后者的年内涨幅更是高达30%。</p>\n<p>以中国科技股为主的<a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a> (KWEB)今年迄今累计下跌了35%，纳入了更多板块中国股票的<a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> China ETF (MCHI)下跌了11%，以在中国内地市场交易为主的<a href=\"https://laohu8.com/S/ISQMF\">iShares MSCI</a> China A ETF (CNYA)表现相对好一些，今年累计上涨了0.4%。</p>\n<p>中国之前加强了对互联网和房地产等行业的监管力度，导致相关公司股票下跌。为了应对气候变化问题，中国还实施了限电控产措施。在这些背景下，中国经济放缓的速度快于预期。</p>\n<p>此外，中美关系也持续紧张。美国两党针对中国的提案仍在国会审议，分析人士预计该提案将获得通过，但可能要等到两党议员就美国大规模支出方案达成一致之后。美国参议院对外关系委员会(Senate Committee on Foreign Relations)还起草了一项新提案，提议对所谓参与南海、东海争议地区有关活动的中国实体机构及个人进行制裁。</p>\n<p><b>但汇丰认为，中国股票最糟糕的阶段已经过去。</b>范·德·林德在研报中写道：“投资者对中国股票的看法过于悲观，中国经济增速放缓和美元走强等中国股市不利的消息已经反映在股价中了，现在甚至那些优质的蓝筹股的估值都非常低，现在到了买入的时候。”</p>\n<p>范·德·林德并不是唯一一位持此观点的策略师。瑞银(UBS)亚太区股票策略师尼尔·麦克劳德(Niall MacLeod)上周把对中国股票的评级上调为“增持”，他的理由是明年上市公司利润将反弹、限制性政策措施将有所放松以及市场对中国的监管行动担忧过度。</p>\n<p>麦克劳德在研报中写道：“虽然有关房地产股债务、限电以及互联网股利润仍在下降等消息不断，但中国股票相比亚洲其他地区股票跑输的情况正在改善，我们认为这是一个积极的信号。”</p>\n<p>一些投资者已经上车了。10月份MSCI China ETF上涨了7.3%，高于标普500指数同期5%的涨幅。之前遭受重创的中国科技股涨幅更大，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA)上涨了22%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)上涨了18%。</p>\n<p><b>2、高盛选出50只“共同富裕”主题股</b></p>\n<p>一些人担心的问题是，中国股票可能是一个价值陷阱，被低估值吸引的基金经理担心这些股票未来缺乏回升的催化剂，尤其是在中国在经济放缓后似乎无意放松货币政策、贷款增速持续下降的情况下。不过范·德·林德预计，中国将在明年秋季第二十次全国代表大会召开前启动有针对性的宽松措施，从而稳定经济。过去全国代表大会召开前夕都会聚焦于经济增长，这往往有利于市场。</p>\n<p>高盛(Goldman Sachs)亚太区首席股票策略师、亚洲宏观研究联席主管蒂莫西·莫伊(Timothy Moe)认为，有关中国‘不可投资’的说法过于笼统，不适用于整个中国股市，在某些情况下，中国的政策实际上为一些行业提供了助力。“中国目前肯定面临着许多挑战——但我们将大力反驳中国‘不可投资’的笼统说法。这真的忽视了投资市场所需发现的特殊性。”</p>\n<p>他以半导体等“硬科技领域”为例。中国正在把更多资源引向半导体等能够推动中国减少对美国依赖的领域。今年3月，<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>宣布将在深圳投资23.5亿美元建立一家工厂。</p>\n<p>莫伊表示，从政策中受益的其他行业包括十四五计划大力发展的新能源领域。中国去年宣布到2030年实现碳达峰，到2060年实现碳中和。</p>\n<p>《巴伦周刊》指出，中国还在通过提供经济适用房、降低教育和医疗成本来解决社会不平等问题。在中国采取这些措施重塑国内经济之际，投资者应该仔细选择板块。</p>\n<p>高盛还选出了50只有望有益于“共同富裕”主题的中国公司股票，其中包括小米、李宁、携程、格力电器等。</p>\n<p><img src=\"https://static.tigerbbs.com/8342b9bc3983def4fe330e26c5ca9991\" tg-width=\"1080\" tg-height=\"801\" referrerpolicy=\"no-referrer\"></p>\n<p>瑞银首席执行官Ralph Hamers10月26日表示：“共同富裕政策将把中国积累的财富从金字塔变成椭圆形，财富的分配会更加平等。金字塔尖将趋平，财富将更多的分布在椭圆形中间。这意味着会有更多的富有客户，但不会有更多的超级富有的客户。我预期，共同富裕对<a href=\"https://laohu8.com/S/PVTB\">私人银行</a>、资产管理的需求也会逐渐提升。”Hamers说，瑞银不会改变在中国的投资计划。</p>\n<p><b>瑞银的麦克劳德在发给客户的报告中指出，目前超过60%的中国股票的市盈率低于自己的5年平均市盈率，</b>他看好的投资领域包括房地产、银行、工业和医疗行业，汇丰的范·德·林德也认为投资者能在这四个板块找到价值。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛选出50只中国“共同富裕”股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time\">2021-10-27 21:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 投资者目前对一个能在房地产、工业、医疗和部分银行股上提供价值投资机会的市场过于悲观。\n</blockquote>\n<p>中国股市目前有多便宜呢？按照<a href=\"https://laohu8.com/S/UBS\">瑞银</a>的估算，超过六成的中国公司股票市盈率低于自己的5年平均市盈率。</p>\n<p>处于价值洼地的中国市场令多家此前仍在观望的外资机构发出了“看涨”了乐观信号。继瑞银和野村之后，最新做出表态的机构是<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>。汇丰将中国股票的评级从“中性”上调至“增持”，并认为投资者目前对一个能在房地产、工业、医疗和部分银行股上提供价值投资机会的市场过于悲观。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>也认为，有关中国“不可投资”的说法过于笼统。除了看好中国市场上的硬科技、新能源等主题，高盛还选出了受益于“共同富裕”的50只中国公司股票。</p>\n<p><img src=\"https://static.tigerbbs.com/69578dff4bed07d04d3ba6fdea685a35\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1、中国股票估值非常有吸引力</b></p>\n<p>汇丰(HSBC)亚洲策略师赫勒尔德·范·德·林德(Herald van der Linde)指出，<b>中国股票的预期市盈率已经从今年早些时候的17倍降至12.9倍，利润增长前景“可观”。</b>虽然在中国应对挑战之际上市公司利润预期可能会被下调，但范·德·林德认为，从市净率等其他指标来看，再相比亚洲其他股票，中国股票也依然相对便宜。</p>\n<p>“相对于印度，中国股价从未如此便宜——富时印度指数(FTSE India)目前较中国股价溢价95%，创历史新高。”林德说。</p>\n<p>过去一年中国股票遭受重创。追踪在中国内地上市的最大的股票的沪深300指数今年迄今下跌了7%；香港恒生指数下跌7%；上证综合指数仅上涨2%。相比之下，美国和今年表现抢眼的印度股市过去几周再次飙升至纪录高位，后者的年内涨幅更是高达30%。</p>\n<p>以中国科技股为主的<a href=\"https://laohu8.com/S/KWEB\">KraneShares CSI China Internet ETF</a> (KWEB)今年迄今累计下跌了35%，纳入了更多板块中国股票的<a href=\"https://laohu8.com/S/IHPXF\">iShares MSCI</a> China ETF (MCHI)下跌了11%，以在中国内地市场交易为主的<a href=\"https://laohu8.com/S/ISQMF\">iShares MSCI</a> China A ETF (CNYA)表现相对好一些，今年累计上涨了0.4%。</p>\n<p>中国之前加强了对互联网和房地产等行业的监管力度，导致相关公司股票下跌。为了应对气候变化问题，中国还实施了限电控产措施。在这些背景下，中国经济放缓的速度快于预期。</p>\n<p>此外，中美关系也持续紧张。美国两党针对中国的提案仍在国会审议，分析人士预计该提案将获得通过，但可能要等到两党议员就美国大规模支出方案达成一致之后。美国参议院对外关系委员会(Senate Committee on Foreign Relations)还起草了一项新提案，提议对所谓参与南海、东海争议地区有关活动的中国实体机构及个人进行制裁。</p>\n<p><b>但汇丰认为，中国股票最糟糕的阶段已经过去。</b>范·德·林德在研报中写道：“投资者对中国股票的看法过于悲观，中国经济增速放缓和美元走强等中国股市不利的消息已经反映在股价中了，现在甚至那些优质的蓝筹股的估值都非常低，现在到了买入的时候。”</p>\n<p>范·德·林德并不是唯一一位持此观点的策略师。瑞银(UBS)亚太区股票策略师尼尔·麦克劳德(Niall MacLeod)上周把对中国股票的评级上调为“增持”，他的理由是明年上市公司利润将反弹、限制性政策措施将有所放松以及市场对中国的监管行动担忧过度。</p>\n<p>麦克劳德在研报中写道：“虽然有关房地产股债务、限电以及互联网股利润仍在下降等消息不断，但中国股票相比亚洲其他地区股票跑输的情况正在改善，我们认为这是一个积极的信号。”</p>\n<p>一些投资者已经上车了。10月份MSCI China ETF上涨了7.3%，高于标普500指数同期5%的涨幅。之前遭受重创的中国科技股涨幅更大，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA)上涨了22%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU)上涨了18%。</p>\n<p><b>2、高盛选出50只“共同富裕”主题股</b></p>\n<p>一些人担心的问题是，中国股票可能是一个价值陷阱，被低估值吸引的基金经理担心这些股票未来缺乏回升的催化剂，尤其是在中国在经济放缓后似乎无意放松货币政策、贷款增速持续下降的情况下。不过范·德·林德预计，中国将在明年秋季第二十次全国代表大会召开前启动有针对性的宽松措施，从而稳定经济。过去全国代表大会召开前夕都会聚焦于经济增长，这往往有利于市场。</p>\n<p>高盛(Goldman Sachs)亚太区首席股票策略师、亚洲宏观研究联席主管蒂莫西·莫伊(Timothy Moe)认为，有关中国‘不可投资’的说法过于笼统，不适用于整个中国股市，在某些情况下，中国的政策实际上为一些行业提供了助力。“中国目前肯定面临着许多挑战——但我们将大力反驳中国‘不可投资’的笼统说法。这真的忽视了投资市场所需发现的特殊性。”</p>\n<p>他以半导体等“硬科技领域”为例。中国正在把更多资源引向半导体等能够推动中国减少对美国依赖的领域。今年3月，<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>宣布将在深圳投资23.5亿美元建立一家工厂。</p>\n<p>莫伊表示，从政策中受益的其他行业包括十四五计划大力发展的新能源领域。中国去年宣布到2030年实现碳达峰，到2060年实现碳中和。</p>\n<p>《巴伦周刊》指出，中国还在通过提供经济适用房、降低教育和医疗成本来解决社会不平等问题。在中国采取这些措施重塑国内经济之际，投资者应该仔细选择板块。</p>\n<p>高盛还选出了50只有望有益于“共同富裕”主题的中国公司股票，其中包括小米、李宁、携程、格力电器等。</p>\n<p><img src=\"https://static.tigerbbs.com/8342b9bc3983def4fe330e26c5ca9991\" tg-width=\"1080\" tg-height=\"801\" referrerpolicy=\"no-referrer\"></p>\n<p>瑞银首席执行官Ralph Hamers10月26日表示：“共同富裕政策将把中国积累的财富从金字塔变成椭圆形，财富的分配会更加平等。金字塔尖将趋平，财富将更多的分布在椭圆形中间。这意味着会有更多的富有客户，但不会有更多的超级富有的客户。我预期，共同富裕对<a href=\"https://laohu8.com/S/PVTB\">私人银行</a>、资产管理的需求也会逐渐提升。”Hamers说，瑞银不会改变在中国的投资计划。</p>\n<p><b>瑞银的麦克劳德在发给客户的报告中指出，目前超过60%的中国股票的市盈率低于自己的5年平均市盈率，</b>他看好的投资领域包括房地产、银行、工业和医疗行业，汇丰的范·德·林德也认为投资者能在这四个板块找到价值。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd74e172c430670072c9cb3a6329275a","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134065122","content_text":"投资者目前对一个能在房地产、工业、医疗和部分银行股上提供价值投资机会的市场过于悲观。\n\n中国股市目前有多便宜呢？按照瑞银的估算，超过六成的中国公司股票市盈率低于自己的5年平均市盈率。\n处于价值洼地的中国市场令多家此前仍在观望的外资机构发出了“看涨”了乐观信号。继瑞银和野村之后，最新做出表态的机构是汇丰。汇丰将中国股票的评级从“中性”上调至“增持”，并认为投资者目前对一个能在房地产、工业、医疗和部分银行股上提供价值投资机会的市场过于悲观。\n高盛也认为，有关中国“不可投资”的说法过于笼统。除了看好中国市场上的硬科技、新能源等主题，高盛还选出了受益于“共同富裕”的50只中国公司股票。\n\n1、中国股票估值非常有吸引力\n汇丰(HSBC)亚洲策略师赫勒尔德·范·德·林德(Herald van der Linde)指出，中国股票的预期市盈率已经从今年早些时候的17倍降至12.9倍，利润增长前景“可观”。虽然在中国应对挑战之际上市公司利润预期可能会被下调，但范·德·林德认为，从市净率等其他指标来看，再相比亚洲其他股票，中国股票也依然相对便宜。\n“相对于印度，中国股价从未如此便宜——富时印度指数(FTSE India)目前较中国股价溢价95%，创历史新高。”林德说。\n过去一年中国股票遭受重创。追踪在中国内地上市的最大的股票的沪深300指数今年迄今下跌了7%；香港恒生指数下跌7%；上证综合指数仅上涨2%。相比之下，美国和今年表现抢眼的印度股市过去几周再次飙升至纪录高位，后者的年内涨幅更是高达30%。\n以中国科技股为主的KraneShares CSI China Internet ETF (KWEB)今年迄今累计下跌了35%，纳入了更多板块中国股票的iShares MSCI China ETF (MCHI)下跌了11%，以在中国内地市场交易为主的iShares MSCI China A ETF (CNYA)表现相对好一些，今年累计上涨了0.4%。\n中国之前加强了对互联网和房地产等行业的监管力度，导致相关公司股票下跌。为了应对气候变化问题，中国还实施了限电控产措施。在这些背景下，中国经济放缓的速度快于预期。\n此外，中美关系也持续紧张。美国两党针对中国的提案仍在国会审议，分析人士预计该提案将获得通过，但可能要等到两党议员就美国大规模支出方案达成一致之后。美国参议院对外关系委员会(Senate Committee on Foreign Relations)还起草了一项新提案，提议对所谓参与南海、东海争议地区有关活动的中国实体机构及个人进行制裁。\n但汇丰认为，中国股票最糟糕的阶段已经过去。范·德·林德在研报中写道：“投资者对中国股票的看法过于悲观，中国经济增速放缓和美元走强等中国股市不利的消息已经反映在股价中了，现在甚至那些优质的蓝筹股的估值都非常低，现在到了买入的时候。”\n范·德·林德并不是唯一一位持此观点的策略师。瑞银(UBS)亚太区股票策略师尼尔·麦克劳德(Niall MacLeod)上周把对中国股票的评级上调为“增持”，他的理由是明年上市公司利润将反弹、限制性政策措施将有所放松以及市场对中国的监管行动担忧过度。\n麦克劳德在研报中写道：“虽然有关房地产股债务、限电以及互联网股利润仍在下降等消息不断，但中国股票相比亚洲其他地区股票跑输的情况正在改善，我们认为这是一个积极的信号。”\n一些投资者已经上车了。10月份MSCI China ETF上涨了7.3%，高于标普500指数同期5%的涨幅。之前遭受重创的中国科技股涨幅更大，阿里巴巴(BABA)上涨了22%，百度(BIDU)上涨了18%。\n2、高盛选出50只“共同富裕”主题股\n一些人担心的问题是，中国股票可能是一个价值陷阱，被低估值吸引的基金经理担心这些股票未来缺乏回升的催化剂，尤其是在中国在经济放缓后似乎无意放松货币政策、贷款增速持续下降的情况下。不过范·德·林德预计，中国将在明年秋季第二十次全国代表大会召开前启动有针对性的宽松措施，从而稳定经济。过去全国代表大会召开前夕都会聚焦于经济增长，这往往有利于市场。\n高盛(Goldman Sachs)亚太区首席股票策略师、亚洲宏观研究联席主管蒂莫西·莫伊(Timothy Moe)认为，有关中国‘不可投资’的说法过于笼统，不适用于整个中国股市，在某些情况下，中国的政策实际上为一些行业提供了助力。“中国目前肯定面临着许多挑战——但我们将大力反驳中国‘不可投资’的笼统说法。这真的忽视了投资市场所需发现的特殊性。”\n他以半导体等“硬科技领域”为例。中国正在把更多资源引向半导体等能够推动中国减少对美国依赖的领域。今年3月，中芯国际宣布将在深圳投资23.5亿美元建立一家工厂。\n莫伊表示，从政策中受益的其他行业包括十四五计划大力发展的新能源领域。中国去年宣布到2030年实现碳达峰，到2060年实现碳中和。\n《巴伦周刊》指出，中国还在通过提供经济适用房、降低教育和医疗成本来解决社会不平等问题。在中国采取这些措施重塑国内经济之际，投资者应该仔细选择板块。\n高盛还选出了50只有望有益于“共同富裕”主题的中国公司股票，其中包括小米、李宁、携程、格力电器等。\n\n瑞银首席执行官Ralph Hamers10月26日表示：“共同富裕政策将把中国积累的财富从金字塔变成椭圆形，财富的分配会更加平等。金字塔尖将趋平，财富将更多的分布在椭圆形中间。这意味着会有更多的富有客户，但不会有更多的超级富有的客户。我预期，共同富裕对私人银行、资产管理的需求也会逐渐提升。”Hamers说，瑞银不会改变在中国的投资计划。\n瑞银的麦克劳德在发给客户的报告中指出，目前超过60%的中国股票的市盈率低于自己的5年平均市盈率，他看好的投资领域包括房地产、银行、工业和医疗行业，汇丰的范·德·林德也认为投资者能在这四个板块找到价值。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825851642,"gmtCreate":1634219037544,"gmtModify":1634219339764,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"广告打那么大，跌到狗酱","listText":"广告打那么大，跌到狗酱","text":"广告打那么大，跌到狗酱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825851642","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826086427,"gmtCreate":1633959152643,"gmtModify":1633959152643,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"<a 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10:57","market":"us","language":"zh","title":"被做空后，贾跃亭创办的法拉第未来再遭律所调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1124588293","media":"澎湃新闻","summary":"调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。","content":"<div>\n<p>外媒报道称，律师事务所Bernstein Litowitz Berger & Grossmann LLP（以下简称“BLB&G”）将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因，是做空机构美奇金投资（J Capital Research）当地时间10月7日发布的一份报告，这份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14826558\">网页链接</a>\n\n</div>\n","source":"pengpai_highlight","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>被做空后，贾跃亭创办的法拉第未来再遭律所调查</title>\n<style 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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被做空后，贾跃亭创办的法拉第未来再遭律所调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 10:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_14826558><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外媒报道称，律师事务所Bernstein Litowitz Berger & Grossmann LLP（以下简称“BLB&G”）将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因，是做空机构美奇金投资（J Capital Research）当地时间10月7日发布的一份报告，这份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14826558\">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/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://www.thepaper.cn/newsDetail_forward_14826558","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124588293","content_text":"外媒报道称，律师事务所Bernstein Litowitz Berger & Grossmann LLP（以下简称“BLB&G”）将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因，是做空机构美奇金投资（J Capital Research）当地时间10月7日发布的一份报告，这份长达28页的报告称，法拉第未来不大可能卖出去一辆汽车。报告指出，成立8 年，法拉第未来“没有能交付一辆汽车”，“没有能兑现在中美5个地方建设生产工厂的承诺”，“因未支付货款遭到数十家供应商起诉”，“没有披露在中国的资产被法院冻结的信息”。\n法拉第未来股价在这期间由逾20美元大幅下跌到8美元左右。\n贾跃亭\n对此，贾跃亭在个人社交平台回应称，“J Capital Research请小心，你们已经不是第一次被打脸了，冷饭热炒，无稽之谈。”除了回怼，贾跃亭还公开了新车型的量产时间，“2022年7月，加州汉福德，新物种诞生日见。”其指出的新物种，很可能是将要量产的FF 91车型。此前，贾跃亭曾公开表示，FF 91将在未来一年左右开始交付，FF将全力准备交付事宜。\nFF相关人士也对相关媒体表示，J Capital Research的报告充满大量误导性信息，缺乏逻辑和事实依据，FF将对这种不负责任的指控保留法律追诉权利。\n不过，这些回应没有打消资本市场的质疑，截至10月8日FF股价较发行价13.78美元，已跌41.58%，上市不到三个月股价已近腰斩。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828133591,"gmtCreate":1633859782241,"gmtModify":1633859782241,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"飞吧","listText":"飞吧","text":"飞吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828133591","repostId":"1198599586","repostType":4,"repost":{"id":"1198599586","kind":"news","pubTimestamp":1633835227,"share":"https://www.laohu8.com/m/news/1198599586?lang=zh_CN&edition=full","pubTime":"2021-10-10 11:07","market":"us","language":"zh","title":"华尔街头号死敌！SEC主席的雷霆手段正全面出击","url":"https://stock-news.laohu8.com/highlight/detail?id=1198599586","media":"华尔街见闻","summary":"美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划。","content":"<p>美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。</p>\n<p>Robinhood末日？</p>\n<p>彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。</p>\n<p>在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即经纪公司将客户订单发送给不同的交易执行方所获得的报酬和利益。</p>\n<p>在订单流支付的安排下，诸如Robinhood等“零佣金”经纪商将散户交易者的订单信息发送给诸如Citadel Securities等高频交易公司，后者在支付价格不菲的经纪人佣金后，利用散户的买卖价格差信息获取利益。</p>\n<p>虽然SEC此前允许PFOF交易的进行，但Gensler认为订单流支付给经纪人带来了利益冲突，市场的透明度也随之降低。在8月的国会听证会上，<b>Gensler称其希望完全禁止订单流支付交易，这在当时引发Robinhood等在线经纪商股价大跌。</b></p>\n<p>股票交易“游戏化”（gamification）也是Gensler的重点关注议题。其公开表示，通过类似视频游戏的提示，Robinhood等在线交易软件正诱导公司客户过度进行交易。</p>\n<p>在信息披露方面，Gensler要求基金经理提供他们声称对环境或社会负责的（SEG）产品的更多信息。其认为，基金没有使用一致的指标来支持其“绿色”营销主张，这使得投资者很难对它们进行比较。</p>\n<p>而要求对冲基金强制披露空头头寸也在监管讨论范围内。</p>\n<p>民主党内部存在阻力</p>\n<p>但Gensler雄心勃勃的监管目标并非没有挑战。</p>\n<p>彭博报道称，由于相关政策可能需要数年时间才能完成且各大企业可能通过起诉SEC来拖延立法进程，<b>一些民主党人和外部顾问正敦促Gensler将监管目标缩小到更易于管理的范围。</b></p>\n<p>在白宫方面，拜登政府则对诸如通过更强有力的企业信息披露来应对气候变化的规则等特定议程有更大的兴趣。</p>\n<p>二十年来最激进的监管者</p>\n<p>虽然尚未有法案正式推出，但Gensler过往的辉煌记录让市场高度关注其任何细微的举动。</p>\n<p>Gensler在30岁时就跻身高盛合伙人。在华尔街摸爬滚打十八年后，他弃商从政，入职克林顿时期的财政部，服务于时任财政部副部长萨默斯(Lawrence Summers)。2009年至2013年出任美国商品期货交易委员会（CFTC）主席。离开政坛后，他栖身象牙塔，在麻省理工斯隆商学院任教。</p>\n<p>在2009年至2013年执掌美国商品期货交易委员会期间，Gensler以激进、咄咄逼人的管理风格闻名。在金融危机后，针对体量巨大的场外掉期市场实施了强有力的管理措施，还帮助起草了2010年出台的《多德-弗兰克法案》（Dodd-Frank Act）。</p>\n<p>在他的领导下，曾经长期被视为一潭死水的CFTC变成了华尔街最积极的监管机构。而华尔街乃至整个金融业也因为他推行的一系列监管改革和新规付出了几十亿美元的代价，“罪名”包括操纵Libor、抵押贷款违规等。</p>\n<p>Gensler2010年接受纽约时报采访时曾表示：“华尔街的利益并不总是与公众的利益相同。”</p>\n<p>“律师、监管人士和游说者表示，Gensler很可能是自本世纪初William Donaldson领导证交会、或者自克林顿政府时期的Arthur Levitt任职以来，最激进、最主张严监管的SEC主席。”华尔街日报称。</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>华尔街头号死敌！SEC主席的雷霆手段正全面出击</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华尔街头号死敌！SEC主席的雷霆手段正全面出击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 11:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3641936><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。\nRobinhood末日？\n彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。\n在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3641936\">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/cd7287e60411e6c4e9bc5f97f8d7aa37","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3641936","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1198599586","content_text":"美国证券交易委员会新任主席Gary Gensler正推进一系列严厉的监管计划，这可能对华尔街未来盈利产生深远影响。\nRobinhood末日？\n彭博统计显示，Gensler正在制定的议程数目高达49个，监管对象涉及高频交易公司、私募股权管理公司、共同基金和在线经纪公司等。\n在股票市场，最大的监管议题在于影响散户投资者交易的“订单流支付”（Payment for Order Flow PFOF），即经纪公司将客户订单发送给不同的交易执行方所获得的报酬和利益。\n在订单流支付的安排下，诸如Robinhood等“零佣金”经纪商将散户交易者的订单信息发送给诸如Citadel Securities等高频交易公司，后者在支付价格不菲的经纪人佣金后，利用散户的买卖价格差信息获取利益。\n虽然SEC此前允许PFOF交易的进行，但Gensler认为订单流支付给经纪人带来了利益冲突，市场的透明度也随之降低。在8月的国会听证会上，Gensler称其希望完全禁止订单流支付交易，这在当时引发Robinhood等在线经纪商股价大跌。\n股票交易“游戏化”（gamification）也是Gensler的重点关注议题。其公开表示，通过类似视频游戏的提示，Robinhood等在线交易软件正诱导公司客户过度进行交易。\n在信息披露方面，Gensler要求基金经理提供他们声称对环境或社会负责的（SEG）产品的更多信息。其认为，基金没有使用一致的指标来支持其“绿色”营销主张，这使得投资者很难对它们进行比较。\n而要求对冲基金强制披露空头头寸也在监管讨论范围内。\n民主党内部存在阻力\n但Gensler雄心勃勃的监管目标并非没有挑战。\n彭博报道称，由于相关政策可能需要数年时间才能完成且各大企业可能通过起诉SEC来拖延立法进程，一些民主党人和外部顾问正敦促Gensler将监管目标缩小到更易于管理的范围。\n在白宫方面，拜登政府则对诸如通过更强有力的企业信息披露来应对气候变化的规则等特定议程有更大的兴趣。\n二十年来最激进的监管者\n虽然尚未有法案正式推出，但Gensler过往的辉煌记录让市场高度关注其任何细微的举动。\nGensler在30岁时就跻身高盛合伙人。在华尔街摸爬滚打十八年后，他弃商从政，入职克林顿时期的财政部，服务于时任财政部副部长萨默斯(Lawrence Summers)。2009年至2013年出任美国商品期货交易委员会（CFTC）主席。离开政坛后，他栖身象牙塔，在麻省理工斯隆商学院任教。\n在2009年至2013年执掌美国商品期货交易委员会期间，Gensler以激进、咄咄逼人的管理风格闻名。在金融危机后，针对体量巨大的场外掉期市场实施了强有力的管理措施，还帮助起草了2010年出台的《多德-弗兰克法案》（Dodd-Frank Act）。\n在他的领导下，曾经长期被视为一潭死水的CFTC变成了华尔街最积极的监管机构。而华尔街乃至整个金融业也因为他推行的一系列监管改革和新规付出了几十亿美元的代价，“罪名”包括操纵Libor、抵押贷款违规等。\nGensler2010年接受纽约时报采访时曾表示：“华尔街的利益并不总是与公众的利益相同。”\n“律师、监管人士和游说者表示，Gensler很可能是自本世纪初William Donaldson领导证交会、或者自克林顿政府时期的Arthur Levitt任职以来，最激进、最主张严监管的SEC主席。”华尔街日报称。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828139445,"gmtCreate":1633859643334,"gmtModify":1633859643334,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"飞吧","listText":"飞吧","text":"飞吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828139445","repostId":"1182570842","repostType":4,"repost":{"id":"1182570842","kind":"news","pubTimestamp":1633846770,"share":"https://www.laohu8.com/m/news/1182570842?lang=zh_CN&edition=full","pubTime":"2021-10-10 14:19","market":"us","language":"zh","title":"加价800多倍从黑市买芯片？理想汽车紧急回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1182570842","media":"中国证券报","summary":"公司确实在芯片缺少的情况下尽全力保证芯片供应。","content":"<div>\n<p>10月9日，有媒体报道，近期理想汽车从黑市收购了数千片电子驻车（EPB）芯片，EPB芯片的正常价格约为6元/片，理想汽车的收购价格约5000元/片，超出正常价格800多倍。\n中国证券报记者向理想汽车求证，公司对此予以否认。\n公司否认\n理想汽车表示，公司确实在芯片缺少的情况下尽全力保证芯片供应。各家车企都会选择在正规渠道购买现货芯片。理想汽车会努力为用户提车提供充足的准备和服务。\n10月8日，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ\">网页链接</a>\n\n</div>\n","source":"zgzqb","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>加价800多倍从黑市买芯片？理想汽车紧急回应</title>\n<style 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href=\"https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ\">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/c3461c9400040bdfdce3ecdd4882fbed","relate_stocks":{"LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182570842","content_text":"10月9日，有媒体报道，近期理想汽车从黑市收购了数千片电子驻车（EPB）芯片，EPB芯片的正常价格约为6元/片，理想汽车的收购价格约5000元/片，超出正常价格800多倍。\n中国证券报记者向理想汽车求证，公司对此予以否认。\n公司否认\n理想汽车表示，公司确实在芯片缺少的情况下尽全力保证芯片供应。各家车企都会选择在正规渠道购买现货芯片。理想汽车会努力为用户提车提供充足的准备和服务。\n10月8日，理想汽车发布关于“理想ONE交付方案沟通”的文件。公司表示，由于马来西亚遭受疫情影响，在不可抗力的影响下，毫米波雷达的芯片供应严重短缺，影响了理想ONE的生产和准时交付。\n原定10月至11月交付的用户，可选择交付“1个前正向+2个后角毫米波雷达”的3雷达版本，公司计划在12月至春节期间后装补齐毫米波雷达。\n对于仅安装3雷达的车型，自动并线和前方横穿车辆预警不可用，其他ADAS功能均可正常使用。如果用户不选择“3雷达车型”，则需等到12月后才能提到5雷达完整版车型。\n9月20日，理想汽车发布第三季度交付量展望公告。公司表示，受马来西亚新冠肺炎疫情的影响，公司的毫米波雷达供应商所采用的专用芯片严重减产。由于该芯片的供应恢复不及预期，公司预计2021年第三季度汽车交付量约为2.45万辆，较之前的2.5万-2.6万辆的汽车交付量展望有所下调。\n受“缺芯”影响，理想汽车9月销量出现大幅下滑，9月销量仅为7094辆，环比下降24.8%。此前，理想汽车仅凭借理想ONE一款车型在7月和8月蝉联了造车新势力单月销量冠军。\n同为造车新势力的蔚来和小鹏汽车9月销量均已破万。其中蔚来9月销量为1.06万辆，小鹏销量为1.04万辆。\n针对芯片短缺问题，理想汽车联合创始人兼总裁沈亚楠近期表示：“受到芯片供应持续短缺的影响，理想汽车9月交付量有所下降。我们正采取更多措施，以确保零部件的供应，希望尽可能地缩短用户提车等待周期。”\n芯片供应料缓慢增加\n缺芯已经成为全球车企的痛点。\n今年以来，已有不少车企间歇性停产或减产。 中国汽车流通协会发布的数据显示，2021年9月，汽车经销商库存预警指数为50.9%，逼近荣枯线，位于不景气区间。部分汽车芯片价格被哄抬，某些企业的加价率甚至高达4543%。\n9月24日，特斯拉CEO马斯克表示，芯片短缺是短期问题，不是长期问题，预计全球的缺芯问题将在明年结束。目前有很多晶圆厂正在建设中，明年芯片的产能将得到释放。\n中国汽车流通协会表示，进入10月销售旺季，缺芯问题尚未缓解。不过，目前汽车芯片缺口峰值已经过去，未来芯片供应将会缓慢提升，但传导至汽车终端销售还需要3-5个月。\n国海证券表示，四季度国内汽车芯片供应仍将承压，或在一定程度上限制部分整车厂产能，但9月至年末市场景气度持续提升大趋势不变，预计2021年全年我国汽车产销量同比增速达10%。根据乘联会预测，2021年全年我国新能源汽车销量有望突破300万辆。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821777865,"gmtCreate":1633812966914,"gmtModify":1633812966973,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"飞吗飞吗。。。。&nbsp;","listText":"飞吗飞吗。。。。&nbsp;","text":"飞吗飞吗。。。。","images":[{"img":"https://static.tigerbbs.com/dfa6daf63bb42e4ab02536bac6f6bb0d","width":"1080","height":"2060"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821777865","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821104292,"gmtCreate":1633703240168,"gmtModify":1633704169676,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"<a 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}\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腾讯控股：今日耗资约1.02亿港元，回购22万股\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\">2021-09-27 19:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月27日，据港交所文件：腾讯控股9月27日以455.4-472.8港元的价格回购22万股，耗资约1.02亿港元。<img src=\"https://static.tigerbbs.com/cd2b151ac87f3277f16bca9c5137ad4e\" tg-width=\"1617\" tg-height=\"482\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/201b0ca9edf25792fdf0488019bae9e2\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162446072","content_text":"9月27日，据港交所文件：腾讯控股9月27日以455.4-472.8港元的价格回购22万股，耗资约1.02亿港元。","news_type":1,"symbols_score_info":{"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828133413,"gmtCreate":1633859804899,"gmtModify":1633859804899,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"没眼看","listText":"没眼看","text":"没眼看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828133413","repostId":"1124588293","repostType":4,"repost":{"id":"1124588293","kind":"news","pubTimestamp":1633834623,"share":"https://www.laohu8.com/m/news/1124588293?lang=zh_CN&edition=full","pubTime":"2021-10-10 10:57","market":"us","language":"zh","title":"被做空后，贾跃亭创办的法拉第未来再遭律所调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1124588293","media":"澎湃新闻","summary":"调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。","content":"<div>\n<p>外媒报道称，律师事务所Bernstein Litowitz Berger & Grossmann LLP（以下简称“BLB&G”）将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因，是做空机构美奇金投资（J Capital Research）当地时间10月7日发布的一份报告，这份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14826558\">网页链接</a>\n\n</div>\n","source":"pengpai_highlight","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>被做空后，贾跃亭创办的法拉第未来再遭律所调查</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被做空后，贾跃亭创办的法拉第未来再遭律所调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 10:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_14826558><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外媒报道称，律师事务所Bernstein Litowitz Berger & Grossmann LLP（以下简称“BLB&G”）将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因，是做空机构美奇金投资（J Capital Research）当地时间10月7日发布的一份报告，这份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14826558\">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/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://www.thepaper.cn/newsDetail_forward_14826558","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124588293","content_text":"外媒报道称，律师事务所Bernstein Litowitz Berger & Grossmann LLP（以下简称“BLB&G”）将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点，是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因，是做空机构美奇金投资（J Capital Research）当地时间10月7日发布的一份报告，这份长达28页的报告称，法拉第未来不大可能卖出去一辆汽车。报告指出，成立8 年，法拉第未来“没有能交付一辆汽车”，“没有能兑现在中美5个地方建设生产工厂的承诺”，“因未支付货款遭到数十家供应商起诉”，“没有披露在中国的资产被法院冻结的信息”。\n法拉第未来股价在这期间由逾20美元大幅下跌到8美元左右。\n贾跃亭\n对此，贾跃亭在个人社交平台回应称，“J Capital Research请小心，你们已经不是第一次被打脸了，冷饭热炒，无稽之谈。”除了回怼，贾跃亭还公开了新车型的量产时间，“2022年7月，加州汉福德，新物种诞生日见。”其指出的新物种，很可能是将要量产的FF 91车型。此前，贾跃亭曾公开表示，FF 91将在未来一年左右开始交付，FF将全力准备交付事宜。\nFF相关人士也对相关媒体表示，J Capital Research的报告充满大量误导性信息，缺乏逻辑和事实依据，FF将对这种不负责任的指控保留法律追诉权利。\n不过，这些回应没有打消资本市场的质疑，截至10月8日FF股价较发行价13.78美元，已跌41.58%，上市不到三个月股价已近腰斩。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828139445,"gmtCreate":1633859643334,"gmtModify":1633859643334,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"飞吧","listText":"飞吧","text":"飞吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828139445","repostId":"1182570842","repostType":4,"repost":{"id":"1182570842","kind":"news","pubTimestamp":1633846770,"share":"https://www.laohu8.com/m/news/1182570842?lang=zh_CN&edition=full","pubTime":"2021-10-10 14:19","market":"us","language":"zh","title":"加价800多倍从黑市买芯片？理想汽车紧急回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1182570842","media":"中国证券报","summary":"公司确实在芯片缺少的情况下尽全力保证芯片供应。","content":"<div>\n<p>10月9日，有媒体报道，近期理想汽车从黑市收购了数千片电子驻车（EPB）芯片，EPB芯片的正常价格约为6元/片，理想汽车的收购价格约5000元/片，超出正常价格800多倍。\n中国证券报记者向理想汽车求证，公司对此予以否认。\n公司否认\n理想汽车表示，公司确实在芯片缺少的情况下尽全力保证芯片供应。各家车企都会选择在正规渠道购买现货芯片。理想汽车会努力为用户提车提供充足的准备和服务。\n10月8日，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ\">网页链接</a>\n\n</div>\n","source":"zgzqb","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>加价800多倍从黑市买芯片？理想汽车紧急回应</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加价800多倍从黑市买芯片？理想汽车紧急回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 14:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月9日，有媒体报道，近期理想汽车从黑市收购了数千片电子驻车（EPB）芯片，EPB芯片的正常价格约为6元/片，理想汽车的收购价格约5000元/片，超出正常价格800多倍。\n中国证券报记者向理想汽车求证，公司对此予以否认。\n公司否认\n理想汽车表示，公司确实在芯片缺少的情况下尽全力保证芯片供应。各家车企都会选择在正规渠道购买现货芯片。理想汽车会努力为用户提车提供充足的准备和服务。\n10月8日，理想...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ\">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/c3461c9400040bdfdce3ecdd4882fbed","relate_stocks":{"LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/RrMS6AGWQFS0bVSPCiJgvQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182570842","content_text":"10月9日，有媒体报道，近期理想汽车从黑市收购了数千片电子驻车（EPB）芯片，EPB芯片的正常价格约为6元/片，理想汽车的收购价格约5000元/片，超出正常价格800多倍。\n中国证券报记者向理想汽车求证，公司对此予以否认。\n公司否认\n理想汽车表示，公司确实在芯片缺少的情况下尽全力保证芯片供应。各家车企都会选择在正规渠道购买现货芯片。理想汽车会努力为用户提车提供充足的准备和服务。\n10月8日，理想汽车发布关于“理想ONE交付方案沟通”的文件。公司表示，由于马来西亚遭受疫情影响，在不可抗力的影响下，毫米波雷达的芯片供应严重短缺，影响了理想ONE的生产和准时交付。\n原定10月至11月交付的用户，可选择交付“1个前正向+2个后角毫米波雷达”的3雷达版本，公司计划在12月至春节期间后装补齐毫米波雷达。\n对于仅安装3雷达的车型，自动并线和前方横穿车辆预警不可用，其他ADAS功能均可正常使用。如果用户不选择“3雷达车型”，则需等到12月后才能提到5雷达完整版车型。\n9月20日，理想汽车发布第三季度交付量展望公告。公司表示，受马来西亚新冠肺炎疫情的影响，公司的毫米波雷达供应商所采用的专用芯片严重减产。由于该芯片的供应恢复不及预期，公司预计2021年第三季度汽车交付量约为2.45万辆，较之前的2.5万-2.6万辆的汽车交付量展望有所下调。\n受“缺芯”影响，理想汽车9月销量出现大幅下滑，9月销量仅为7094辆，环比下降24.8%。此前，理想汽车仅凭借理想ONE一款车型在7月和8月蝉联了造车新势力单月销量冠军。\n同为造车新势力的蔚来和小鹏汽车9月销量均已破万。其中蔚来9月销量为1.06万辆，小鹏销量为1.04万辆。\n针对芯片短缺问题，理想汽车联合创始人兼总裁沈亚楠近期表示：“受到芯片供应持续短缺的影响，理想汽车9月交付量有所下降。我们正采取更多措施，以确保零部件的供应，希望尽可能地缩短用户提车等待周期。”\n芯片供应料缓慢增加\n缺芯已经成为全球车企的痛点。\n今年以来，已有不少车企间歇性停产或减产。 中国汽车流通协会发布的数据显示，2021年9月，汽车经销商库存预警指数为50.9%，逼近荣枯线，位于不景气区间。部分汽车芯片价格被哄抬，某些企业的加价率甚至高达4543%。\n9月24日，特斯拉CEO马斯克表示，芯片短缺是短期问题，不是长期问题，预计全球的缺芯问题将在明年结束。目前有很多晶圆厂正在建设中，明年芯片的产能将得到释放。\n中国汽车流通协会表示，进入10月销售旺季，缺芯问题尚未缓解。不过，目前汽车芯片缺口峰值已经过去，未来芯片供应将会缓慢提升，但传导至汽车终端销售还需要3-5个月。\n国海证券表示，四季度国内汽车芯片供应仍将承压，或在一定程度上限制部分整车厂产能，但9月至年末市场景气度持续提升大趋势不变，预计2021年全年我国汽车产销量同比增速达10%。根据乘联会预测，2021年全年我国新能源汽车销量有望突破300万辆。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820757912,"gmtCreate":1633438268946,"gmtModify":1633438306753,"author":{"id":"4092272289515930","authorId":"4092272289515930","name":"wee0120","avatar":"https://static.tigerbbs.com/149e9412f14bda0da3676e596c22c42d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092272289515930","authorIdStr":"4092272289515930"},"themes":[],"htmlText":"<a 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