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2021-11-12

泡沫来了

抱歉，原内容已删除

2021-11-11

$STI ETF(ES3.SI)$这只股票可以较长期持有的

2021-12-16

注意泡沫

抱歉，原内容已删除

2021-11-09

做空的机会

万亿美元特斯拉高位盘整，做空力量居然是他

2021-11-03

我怎么感觉是机构在拉抬股价

美股10月虚惊一场！“动物精神”或助力市场一往无前

2021-11-21

$STI ETF(ES3.SI)$蚊子腿肉

2021-11-07

厉害

抱歉，原内容已删除

2021-11-05

这篇文章不错，转发给大家看

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-04

这篇文章不错，转发给大家看

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-02

这篇文章不错，转发给大家看

@小虎活动:[Halloween Game] Trade or Treat!

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08:39","market":"us","language":"zh","title":"万亿美元特斯拉高位盘整，做空力量居然是他","url":"https://stock-news.laohu8.com/highlight/detail?id=1134627371","media":"Wind万得","summary":"周一美股盘前，特斯拉下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。\n//  特斯拉下跌近5%  //\n周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。\n上周末，","content":"<p>周一美股盘前，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。</p>\n<p><b>//&nbsp;&nbsp;特斯拉下跌近5%&nbsp; //</b></p>\n<p>周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。</p>\n<p>上周末，特斯拉CEO马斯克在社交媒体上就其抛售10%特斯拉股票进行了投票表决，过半数网友支持其出售股票。</p>\n<p><b>有报道称据马斯克将面临超过150亿美元的股票期权税单。</b></p>\n<p>截至11月8日收盘，特斯拉股价报1162美元，下跌4.92%，总市值1.17万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/5078495921292060a94eac609e78dbf8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>//&nbsp;&nbsp;马斯克要套现210亿美元&nbsp; //</b></p>\n<p>马斯克表示，无论结果如何，都将遵守这次投票的结果。要注意的是，我没有从任何地方拿现金工资或奖金。</p>\n<p><b>马斯克还表示，“我只有股票，所以我个人纳税的唯一方法就是卖出股票。”</b></p>\n<p>根据马斯克持有1.705亿股特斯拉股票和特斯拉周五的收盘价1222.09美元计算，出售10%的股份意味着他将套现近210亿美元。</p>\n<p>马斯克曾说过，他不想通过出售股票的方式来纳税，因为这可能会让股票下跌。</p>\n<p>不过有研究员认为，马斯克卖股票的预期将会导致“一到两天的抛售压力”，但特斯拉有稳固的机构需求，会有人低吸下跌后的股票。</p>\n<p><b>//&nbsp;&nbsp;特斯拉月销再超5万&nbsp; //</b></p>\n<p>目前，新能源车对燃油车市场的替代效应明显，并拉动车市加速向新能源化转型的步伐。</p>\n<p>11月8日，乘联会发布的中国汽车销量数据显示，<b>10月特斯拉批发销量超过5万辆，达到了54391辆，同比增长245%。</b></p>\n<p>后疫情时代，全球汽车行业供应链遭受冲击，尤其是芯片短缺困扰多数汽车厂商。</p>\n<p>面对芯片短缺，特斯拉CEO马斯克表示，特斯拉已经着手整合供应链资源，解决芯片短缺等问题，虽然半导体供应短缺仍在持续，但特斯拉能进一步提升产量。<b>特斯拉方面介绍，自研芯片、软硬件整合等，都是特斯拉面对供应链难题时的解决方案。</b></p>\n<p>BBA<a href=\"https://laohu8.com/S/DLX\">豪华</a>车企中，宝马新能源达到4283辆，表现优秀，其他合资与豪华品牌仍待发力。</p>\n<p>10月国内造车新势力车企销量同比和环比表现总体较好，尤其是哪吒、威马、零跑等浙江省的二线新势力逐步崛起。合资品牌大众新能源车零售16318辆，占据主流合资72%份额。</p>\n<p><b>//&nbsp;&nbsp;特斯拉产业链&nbsp; //</b></p>\n<p><b>据Wind数据，特斯拉产业链图谱如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4ebd29ce848bfc45a01c6b13a996e77\" tg-width=\"1080\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021年至今，特斯拉中国出口量已近15万辆，成为中国制造“出海”的重要一员。</b></p>\n<p>其中，特斯拉全球出口中心的上海超级工厂再度加码，10月特斯拉出口量首次突破4万辆，创造中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车出口新高。</p>\n<p>受益于特斯拉中国超级工厂、优秀的交付表现，<b>今年以来，该公司股价大幅上涨，目前已成为全球市值最高的汽车公司。</b></p>\n<p>从资本市场表现来看，特斯拉这两年已对以ABB (奥迪、奔驰、宝马)为代表的传统车企们发起了挑战。从1000亿美元到1万亿美元市值，特斯拉仅仅用了不到两年时间。</p>\n<p>目前，特斯拉1.23万亿美元市值远超丰田2925亿美元市值，甚至超过丰田、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、菲亚特克莱斯勒的总和。</p>\n<p><b>//&nbsp;&nbsp;7成概念股业绩预喜&nbsp; //</b></p>\n<p>11月8日，Wind特斯拉指数上涨1.32%，报4049.96点，再创历史新高。板块内个股<a href=\"https://laohu8.com/S/000009\">中国宝安</a>、<a href=\"https://laohu8.com/S/603026\">石大胜华</a>涨停，<a href=\"https://laohu8.com/S/002664\">长鹰信质</a>、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/002497\">雅化集团</a>、斯莱克等领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/a76b19e280158d64472477251276076d\" tg-width=\"1079\" tg-height=\"1789\" referrerpolicy=\"no-referrer\"></p>\n<p><b>随着特斯拉产业链重心向中国转移，中国充电设备的制造商、运营商、集成商等有望在特斯拉国产化中提高参与程度，同时扩大对特斯拉的供货比例。</b></p>\n<p>目前，上市公司2021年三季报刚刚披露完成，业绩增长将成为投资者关注焦点。</p>\n<p>据Wind数据统计，特斯拉A股相关公司共有56家公司，<b>51家公司实现盈利，38家业绩实现增长，占比近7成。</b></p>\n<p>2021年三季报业绩增长排名靠前公司如下：</p>\n<p><img src=\"https://static.tigerbbs.com/e8caf43b17a8edc8e2e580c3c5376738\" tg-width=\"663\" tg-height=\"1321\" 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>万亿美元特斯拉高位盘整，做空力量居然是他</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万亿美元特斯拉高位盘整，做空力量居然是他\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-11-09 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一美股盘前，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。</p>\n<p><b>//&nbsp;&nbsp;特斯拉下跌近5%&nbsp; //</b></p>\n<p>周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。</p>\n<p>上周末，特斯拉CEO马斯克在社交媒体上就其抛售10%特斯拉股票进行了投票表决，过半数网友支持其出售股票。</p>\n<p><b>有报道称据马斯克将面临超过150亿美元的股票期权税单。</b></p>\n<p>截至11月8日收盘，特斯拉股价报1162美元，下跌4.92%，总市值1.17万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/5078495921292060a94eac609e78dbf8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>//&nbsp;&nbsp;马斯克要套现210亿美元&nbsp; //</b></p>\n<p>马斯克表示，无论结果如何，都将遵守这次投票的结果。要注意的是，我没有从任何地方拿现金工资或奖金。</p>\n<p><b>马斯克还表示，“我只有股票，所以我个人纳税的唯一方法就是卖出股票。”</b></p>\n<p>根据马斯克持有1.705亿股特斯拉股票和特斯拉周五的收盘价1222.09美元计算，出售10%的股份意味着他将套现近210亿美元。</p>\n<p>马斯克曾说过，他不想通过出售股票的方式来纳税，因为这可能会让股票下跌。</p>\n<p>不过有研究员认为，马斯克卖股票的预期将会导致“一到两天的抛售压力”，但特斯拉有稳固的机构需求，会有人低吸下跌后的股票。</p>\n<p><b>//&nbsp;&nbsp;特斯拉月销再超5万&nbsp; //</b></p>\n<p>目前，新能源车对燃油车市场的替代效应明显，并拉动车市加速向新能源化转型的步伐。</p>\n<p>11月8日，乘联会发布的中国汽车销量数据显示，<b>10月特斯拉批发销量超过5万辆，达到了54391辆，同比增长245%。</b></p>\n<p>后疫情时代，全球汽车行业供应链遭受冲击，尤其是芯片短缺困扰多数汽车厂商。</p>\n<p>面对芯片短缺，特斯拉CEO马斯克表示，特斯拉已经着手整合供应链资源，解决芯片短缺等问题，虽然半导体供应短缺仍在持续，但特斯拉能进一步提升产量。<b>特斯拉方面介绍，自研芯片、软硬件整合等，都是特斯拉面对供应链难题时的解决方案。</b></p>\n<p>BBA<a href=\"https://laohu8.com/S/DLX\">豪华</a>车企中，宝马新能源达到4283辆，表现优秀，其他合资与豪华品牌仍待发力。</p>\n<p>10月国内造车新势力车企销量同比和环比表现总体较好，尤其是哪吒、威马、零跑等浙江省的二线新势力逐步崛起。合资品牌大众新能源车零售16318辆，占据主流合资72%份额。</p>\n<p><b>//&nbsp;&nbsp;特斯拉产业链&nbsp; //</b></p>\n<p><b>据Wind数据，特斯拉产业链图谱如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4ebd29ce848bfc45a01c6b13a996e77\" tg-width=\"1080\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021年至今，特斯拉中国出口量已近15万辆，成为中国制造“出海”的重要一员。</b></p>\n<p>其中，特斯拉全球出口中心的上海超级工厂再度加码，10月特斯拉出口量首次突破4万辆，创造中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车出口新高。</p>\n<p>受益于特斯拉中国超级工厂、优秀的交付表现，<b>今年以来，该公司股价大幅上涨，目前已成为全球市值最高的汽车公司。</b></p>\n<p>从资本市场表现来看，特斯拉这两年已对以ABB (奥迪、奔驰、宝马)为代表的传统车企们发起了挑战。从1000亿美元到1万亿美元市值，特斯拉仅仅用了不到两年时间。</p>\n<p>目前，特斯拉1.23万亿美元市值远超丰田2925亿美元市值，甚至超过丰田、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、菲亚特克莱斯勒的总和。</p>\n<p><b>//&nbsp;&nbsp;7成概念股业绩预喜&nbsp; //</b></p>\n<p>11月8日，Wind特斯拉指数上涨1.32%，报4049.96点，再创历史新高。板块内个股<a href=\"https://laohu8.com/S/000009\">中国宝安</a>、<a href=\"https://laohu8.com/S/603026\">石大胜华</a>涨停，<a href=\"https://laohu8.com/S/002664\">长鹰信质</a>、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/002497\">雅化集团</a>、斯莱克等领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/a76b19e280158d64472477251276076d\" tg-width=\"1079\" tg-height=\"1789\" referrerpolicy=\"no-referrer\"></p>\n<p><b>随着特斯拉产业链重心向中国转移，中国充电设备的制造商、运营商、集成商等有望在特斯拉国产化中提高参与程度，同时扩大对特斯拉的供货比例。</b></p>\n<p>目前，上市公司2021年三季报刚刚披露完成，业绩增长将成为投资者关注焦点。</p>\n<p>据Wind数据统计，特斯拉A股相关公司共有56家公司，<b>51家公司实现盈利，38家业绩实现增长，占比近7成。</b></p>\n<p>2021年三季报业绩增长排名靠前公司如下：</p>\n<p><img src=\"https://static.tigerbbs.com/e8caf43b17a8edc8e2e580c3c5376738\" tg-width=\"663\" tg-height=\"1321\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134627371","content_text":"周一美股盘前，特斯拉下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。\n//  特斯拉下跌近5%  //\n周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。\n上周末，特斯拉CEO马斯克在社交媒体上就其抛售10%特斯拉股票进行了投票表决，过半数网友支持其出售股票。\n有报道称据马斯克将面临超过150亿美元的股票期权税单。\n截至11月8日收盘，特斯拉股价报1162美元，下跌4.92%，总市值1.17万亿美元。\n\n//  马斯克要套现210亿美元  //\n马斯克表示，无论结果如何，都将遵守这次投票的结果。要注意的是，我没有从任何地方拿现金工资或奖金。\n马斯克还表示，“我只有股票，所以我个人纳税的唯一方法就是卖出股票。”\n根据马斯克持有1.705亿股特斯拉股票和特斯拉周五的收盘价1222.09美元计算，出售10%的股份意味着他将套现近210亿美元。\n马斯克曾说过，他不想通过出售股票的方式来纳税，因为这可能会让股票下跌。\n不过有研究员认为，马斯克卖股票的预期将会导致“一到两天的抛售压力”，但特斯拉有稳固的机构需求，会有人低吸下跌后的股票。\n//  特斯拉月销再超5万  //\n目前，新能源车对燃油车市场的替代效应明显，并拉动车市加速向新能源化转型的步伐。\n11月8日，乘联会发布的中国汽车销量数据显示，10月特斯拉批发销量超过5万辆，达到了54391辆，同比增长245%。\n后疫情时代，全球汽车行业供应链遭受冲击，尤其是芯片短缺困扰多数汽车厂商。\n面对芯片短缺，特斯拉CEO马斯克表示，特斯拉已经着手整合供应链资源，解决芯片短缺等问题，虽然半导体供应短缺仍在持续，但特斯拉能进一步提升产量。特斯拉方面介绍，自研芯片、软硬件整合等，都是特斯拉面对供应链难题时的解决方案。\nBBA豪华车企中，宝马新能源达到4283辆，表现优秀，其他合资与豪华品牌仍待发力。\n10月国内造车新势力车企销量同比和环比表现总体较好，尤其是哪吒、威马、零跑等浙江省的二线新势力逐步崛起。合资品牌大众新能源车零售16318辆，占据主流合资72%份额。\n//  特斯拉产业链  //\n据Wind数据，特斯拉产业链图谱如下：\n\n2021年至今，特斯拉中国出口量已近15万辆，成为中国制造“出海”的重要一员。\n其中，特斯拉全球出口中心的上海超级工厂再度加码，10月特斯拉出口量首次突破4万辆，创造中国新能源汽车出口新高。\n受益于特斯拉中国超级工厂、优秀的交付表现，今年以来，该公司股价大幅上涨，目前已成为全球市值最高的汽车公司。\n从资本市场表现来看，特斯拉这两年已对以ABB (奥迪、奔驰、宝马)为代表的传统车企们发起了挑战。从1000亿美元到1万亿美元市值，特斯拉仅仅用了不到两年时间。\n目前，特斯拉1.23万亿美元市值远超丰田2925亿美元市值，甚至超过丰田、福特、通用汽车、菲亚特克莱斯勒的总和。\n//  7成概念股业绩预喜  //\n11月8日，Wind特斯拉指数上涨1.32%，报4049.96点，再创历史新高。板块内个股中国宝安、石大胜华涨停，长鹰信质、赣锋锂业、雅化集团、斯莱克等领涨。\n\n随着特斯拉产业链重心向中国转移，中国充电设备的制造商、运营商、集成商等有望在特斯拉国产化中提高参与程度，同时扩大对特斯拉的供货比例。\n目前，上市公司2021年三季报刚刚披露完成，业绩增长将成为投资者关注焦点。\n据Wind数据统计，特斯拉A股相关公司共有56家公司，51家公司实现盈利，38家业绩实现增长，占比近7成。\n2021年三季报业绩增长排名靠前公司如下：","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845063406,"gmtCreate":1636253715494,"gmtModify":1636253715592,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845063406","repostId":"1142850780","repostType":4,"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846386756,"gmtCreate":1636052168011,"gmtModify":1636052168114,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846386756","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846993903,"gmtCreate":1636038226499,"gmtModify":1636038226628,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846993903","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841664330,"gmtCreate":1635907794703,"gmtModify":1635907794703,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"我怎么感觉是机构在拉抬股价","listText":"我怎么感觉是机构在拉抬股价","text":"我怎么感觉是机构在拉抬股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841664330","repostId":"1187270830","repostType":4,"repost":{"id":"1187270830","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1635747133,"share":"https://www.laohu8.com/m/news/1187270830?lang=zh_CN&edition=full","pubTime":"2021-11-01 14:12","market":"us","language":"zh","title":"美股10月虚惊一场！“动物精神”或助力市场一往无前","url":"https://stock-news.laohu8.com/highlight/detail?id=1187270830","media":"智通财经APP","summary":"冒险行为的增加可能进一步推动股市上涨。","content":"<p>从全球主权债券市场震荡到能源成本飙升，10月份无疑是市场波动最剧烈的月份之一。然而，令股市空头懊恼的是，这场动荡并没有阻止股市的持续上涨。</p>\n<p>即使全球最大的两家公司的业绩令人失望，也不能减缓标普500指数的上涨步伐。上周，苹果公司(AAPL.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司(AMZN.US)股价下跌，但标普500指数仍创下纪录，上个月上涨近7%，为六年来最好的10月份。</p>\n<p>美股市场的韧性在一定程度上得益于强劲的财报季。然而，<b>最近的上涨在很大程度上要归因于“动物精神”的回归。以期权市场为例，交易员们纷纷买入牛市看涨期权，推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)等股票的上涨。</b>流入股票基金的资金也攀升至7个月高点。凯恩斯（John Maynard Keynes）<b>所谓的的“动物精神”，即一种满怀乐观，精力十足，随时想要去创业或者冒险的精神和心态，或许才是目前美股持续向前的重要支撑力量。</b></p>\n<p><img src=\"https://static.tigerbbs.com/28c49887eba7ff3dcbae23cd92d5aa56\" tg-width=\"991\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>在今年的最后两个月尤其如此，因为基金经理们在制定年报之前，有最后的机会弥补损失。这些基金中约有五分之三落后于其基准股指，因此冒险行为的增加可能进一步推动股市上涨。今年前10个月，标普500指数已累计上涨逾22%。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管Chris Harvey表示:“历史、风险偏好和企业收益都显示，年底前将出现‘融涨’。”他预计标普500指数12月将收报4825点，较上周五4605点的收盘点位上涨4.8%。</p>\n<p>标普500指数连续第四周上涨1.3%，在过去的13个交易日中，除两个交易日外，其余交易日都在攀升。同期道琼斯工业平均指数和罗素2000指数均上涨至少0.3%。以科技股为主的纳斯达克100指数上涨3.2%，得益于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Alphabet(GOOG.US)等公司收益强劲。</p>\n<p>尽管指数并无大幅上升，但考虑到市场上近期的负面消息，美股本周走势喜人。根据此前公布的经济数据，美国第三季经济增长放缓幅度大于预期，大宗商品通胀持续升温。随着英国央行和加拿大央行转向鹰派立场，全球主权债务收益率曲线趋平，这一债券市场信号表明，随着短期利率走高，长期利率相对走低，经济增长将放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/40c15d9683b5c655efd81d12764f2d96\" tg-width=\"962\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p>支撑股市上涨的因素是，在供应链危机和成本价格飙升带来的悲观情绪下，企业盈利却仍继续保持增长。例如，虽然苹果公司警告称，瓶颈威胁到其假日销售，但美泰公司(MAT.US)等公司正在想方设法将产品送达消费者手中。虽然亚马逊警告称，劳动力短缺造成的巨额成本可能会抵消其今年最后一个季度的利润，但<a href=\"https://laohu8.com/S/CMG\">墨式烧烤</a>(CMG.US)等其他公司正诉诸自动化来提高生产率和收入。</p>\n<p>总体而言，标普500指数成份股中，超过80%的公司在本季度的收益超过了分析师的预期，这是疫情之前从未出现过的现象。利润率非但没有像市场担心的那样萎缩，反而继续扩张。</p>\n<p>高盛集团首席美国股票策略师David Kostin接受采访时表示： “公司管理层对他们是如何通过提高价格，或使用技术非常有效地试图保持他们的经营杠杆，将投入成本转嫁给消费者，一直保持积极的看法。市场不会等供应问题自行解决后，才着眼于未来。”</p>\n<p>投资者在9月份退却后，又开始涌向股市。据Bloomberg汇编的数据显示，上周截止至周四，投资者向股票型ETF注入了约250亿美元资金，为今年3月以来的最大资金流入。</p>\n<p>希望快速获利的交易者纷纷买入看涨期权。基于10日均值，追踪从单一股票到指数等各种期权成交量的<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>(Cboe)看跌期权/看涨期权比率跌至三个月低点。</p>\n<p>在9月份股市大跌后，投资者重返股市的势头强烈，以至于<a href=\"https://laohu8.com/S/DB\">德意志银行</a>衡量投资者仓位的指标在短短几周内就从56个百分点跃升至历史区间的87个百分点。</p>\n<p>甚至，那些空头交易员也在买入美股。根据全美积极投资经理协会(National Association of Active Investment Managers)的一项调查，在目前的投资信心分布中，认为熊市的投资者是指将65%投资于股票的人。在该调查的历史上，这种乐观情绪只出现过两次，分别是今年年初和2017年最后几个月。</p>\n<p>债市和股市的背离凸显出投资者以及市场的异常。这种背离可以从Cboe波动率指数(VIX)和美国国债隐含波动率指数(MOVE)的比率中看出。本月，这一比率降至2020年2月以来的最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/f269f28f7c7ab998a5f4d934e490bf91\" tg-width=\"990\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>财富管理首席投资官Lisa Shalett表示：“债券市场认为美联储落后于曲线,未来将发生政策事故。这是债券市场发出的一个相当严厉的声明，而股市迄今并未理会。”</p>\n<p>但加息预期很难抗衡这种有利的季节性走势。自1927年以来，标普500指数在最后两个月上涨的时间占57%。标普500指数在前10个月上涨超过20%时(就像2021年的情况一样)，后两个月正回报的几率跃升至75%。</p>\n<p>由于多数主动型基金表现落后于大盘，这种背景为主动型基金在年底追逐业绩提供了机会。沃尔夫研究公司(Wolfe Research)编制的数据显示，今年只有38%的共同基金的表现优于标普500指数。与此同时，一个跟踪对冲基金回报的指数上涨了11%，是基准指数涨幅的一半。</p>\n<p>Baird投资策略分析师Ross Mayfield表示:“涨势延续是有道理的。我不知道会不会有什么太疯狂的事发生，但会有一种季节性的涨势。”</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>美股10月虚惊一场！“动物精神”或助力市场一往无前</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股10月虚惊一场！“动物精神”或助力市场一往无前\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2021-11-01 14:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>从全球主权债券市场震荡到能源成本飙升，10月份无疑是市场波动最剧烈的月份之一。然而，令股市空头懊恼的是，这场动荡并没有阻止股市的持续上涨。</p>\n<p>即使全球最大的两家公司的业绩令人失望，也不能减缓标普500指数的上涨步伐。上周，苹果公司(AAPL.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司(AMZN.US)股价下跌，但标普500指数仍创下纪录，上个月上涨近7%，为六年来最好的10月份。</p>\n<p>美股市场的韧性在一定程度上得益于强劲的财报季。然而，<b>最近的上涨在很大程度上要归因于“动物精神”的回归。以期权市场为例，交易员们纷纷买入牛市看涨期权，推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)等股票的上涨。</b>流入股票基金的资金也攀升至7个月高点。凯恩斯（John Maynard Keynes）<b>所谓的的“动物精神”，即一种满怀乐观，精力十足，随时想要去创业或者冒险的精神和心态，或许才是目前美股持续向前的重要支撑力量。</b></p>\n<p><img src=\"https://static.tigerbbs.com/28c49887eba7ff3dcbae23cd92d5aa56\" tg-width=\"991\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>在今年的最后两个月尤其如此，因为基金经理们在制定年报之前，有最后的机会弥补损失。这些基金中约有五分之三落后于其基准股指，因此冒险行为的增加可能进一步推动股市上涨。今年前10个月，标普500指数已累计上涨逾22%。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管Chris Harvey表示:“历史、风险偏好和企业收益都显示，年底前将出现‘融涨’。”他预计标普500指数12月将收报4825点，较上周五4605点的收盘点位上涨4.8%。</p>\n<p>标普500指数连续第四周上涨1.3%，在过去的13个交易日中，除两个交易日外，其余交易日都在攀升。同期道琼斯工业平均指数和罗素2000指数均上涨至少0.3%。以科技股为主的纳斯达克100指数上涨3.2%，得益于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Alphabet(GOOG.US)等公司收益强劲。</p>\n<p>尽管指数并无大幅上升，但考虑到市场上近期的负面消息，美股本周走势喜人。根据此前公布的经济数据，美国第三季经济增长放缓幅度大于预期，大宗商品通胀持续升温。随着英国央行和加拿大央行转向鹰派立场，全球主权债务收益率曲线趋平，这一债券市场信号表明，随着短期利率走高，长期利率相对走低，经济增长将放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/40c15d9683b5c655efd81d12764f2d96\" tg-width=\"962\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p>支撑股市上涨的因素是，在供应链危机和成本价格飙升带来的悲观情绪下，企业盈利却仍继续保持增长。例如，虽然苹果公司警告称，瓶颈威胁到其假日销售，但美泰公司(MAT.US)等公司正在想方设法将产品送达消费者手中。虽然亚马逊警告称，劳动力短缺造成的巨额成本可能会抵消其今年最后一个季度的利润，但<a href=\"https://laohu8.com/S/CMG\">墨式烧烤</a>(CMG.US)等其他公司正诉诸自动化来提高生产率和收入。</p>\n<p>总体而言，标普500指数成份股中，超过80%的公司在本季度的收益超过了分析师的预期，这是疫情之前从未出现过的现象。利润率非但没有像市场担心的那样萎缩，反而继续扩张。</p>\n<p>高盛集团首席美国股票策略师David Kostin接受采访时表示： “公司管理层对他们是如何通过提高价格，或使用技术非常有效地试图保持他们的经营杠杆，将投入成本转嫁给消费者，一直保持积极的看法。市场不会等供应问题自行解决后，才着眼于未来。”</p>\n<p>投资者在9月份退却后，又开始涌向股市。据Bloomberg汇编的数据显示，上周截止至周四，投资者向股票型ETF注入了约250亿美元资金，为今年3月以来的最大资金流入。</p>\n<p>希望快速获利的交易者纷纷买入看涨期权。基于10日均值，追踪从单一股票到指数等各种期权成交量的<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>(Cboe)看跌期权/看涨期权比率跌至三个月低点。</p>\n<p>在9月份股市大跌后，投资者重返股市的势头强烈，以至于<a href=\"https://laohu8.com/S/DB\">德意志银行</a>衡量投资者仓位的指标在短短几周内就从56个百分点跃升至历史区间的87个百分点。</p>\n<p>甚至，那些空头交易员也在买入美股。根据全美积极投资经理协会(National Association of Active Investment Managers)的一项调查，在目前的投资信心分布中，认为熊市的投资者是指将65%投资于股票的人。在该调查的历史上，这种乐观情绪只出现过两次，分别是今年年初和2017年最后几个月。</p>\n<p>债市和股市的背离凸显出投资者以及市场的异常。这种背离可以从Cboe波动率指数(VIX)和美国国债隐含波动率指数(MOVE)的比率中看出。本月，这一比率降至2020年2月以来的最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/f269f28f7c7ab998a5f4d934e490bf91\" tg-width=\"990\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>财富管理首席投资官Lisa Shalett表示：“债券市场认为美联储落后于曲线,未来将发生政策事故。这是债券市场发出的一个相当严厉的声明，而股市迄今并未理会。”</p>\n<p>但加息预期很难抗衡这种有利的季节性走势。自1927年以来，标普500指数在最后两个月上涨的时间占57%。标普500指数在前10个月上涨超过20%时(就像2021年的情况一样)，后两个月正回报的几率跃升至75%。</p>\n<p>由于多数主动型基金表现落后于大盘，这种背景为主动型基金在年底追逐业绩提供了机会。沃尔夫研究公司(Wolfe Research)编制的数据显示，今年只有38%的共同基金的表现优于标普500指数。与此同时，一个跟踪对冲基金回报的指数上涨了11%，是基准指数涨幅的一半。</p>\n<p>Baird投资策略分析师Ross Mayfield表示:“涨势延续是有道理的。我不知道会不会有什么太疯狂的事发生，但会有一种季节性的涨势。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187270830","content_text":"从全球主权债券市场震荡到能源成本飙升，10月份无疑是市场波动最剧烈的月份之一。然而，令股市空头懊恼的是，这场动荡并没有阻止股市的持续上涨。\n即使全球最大的两家公司的业绩令人失望，也不能减缓标普500指数的上涨步伐。上周，苹果公司(AAPL.US)和亚马逊公司(AMZN.US)股价下跌，但标普500指数仍创下纪录，上个月上涨近7%，为六年来最好的10月份。\n美股市场的韧性在一定程度上得益于强劲的财报季。然而，最近的上涨在很大程度上要归因于“动物精神”的回归。以期权市场为例，交易员们纷纷买入牛市看涨期权，推动特斯拉(TSLA.US)等股票的上涨。流入股票基金的资金也攀升至7个月高点。凯恩斯（John Maynard Keynes）所谓的的“动物精神”，即一种满怀乐观，精力十足，随时想要去创业或者冒险的精神和心态，或许才是目前美股持续向前的重要支撑力量。\n\n在今年的最后两个月尤其如此，因为基金经理们在制定年报之前，有最后的机会弥补损失。这些基金中约有五分之三落后于其基准股指，因此冒险行为的增加可能进一步推动股市上涨。今年前10个月，标普500指数已累计上涨逾22%。\n富国银行股票策略主管Chris Harvey表示:“历史、风险偏好和企业收益都显示，年底前将出现‘融涨’。”他预计标普500指数12月将收报4825点，较上周五4605点的收盘点位上涨4.8%。\n标普500指数连续第四周上涨1.3%，在过去的13个交易日中，除两个交易日外，其余交易日都在攀升。同期道琼斯工业平均指数和罗素2000指数均上涨至少0.3%。以科技股为主的纳斯达克100指数上涨3.2%，得益于微软和Alphabet(GOOG.US)等公司收益强劲。\n尽管指数并无大幅上升，但考虑到市场上近期的负面消息，美股本周走势喜人。根据此前公布的经济数据，美国第三季经济增长放缓幅度大于预期，大宗商品通胀持续升温。随着英国央行和加拿大央行转向鹰派立场，全球主权债务收益率曲线趋平，这一债券市场信号表明，随着短期利率走高，长期利率相对走低，经济增长将放缓。\n\n支撑股市上涨的因素是，在供应链危机和成本价格飙升带来的悲观情绪下，企业盈利却仍继续保持增长。例如，虽然苹果公司警告称，瓶颈威胁到其假日销售，但美泰公司(MAT.US)等公司正在想方设法将产品送达消费者手中。虽然亚马逊警告称，劳动力短缺造成的巨额成本可能会抵消其今年最后一个季度的利润，但墨式烧烤(CMG.US)等其他公司正诉诸自动化来提高生产率和收入。\n总体而言，标普500指数成份股中，超过80%的公司在本季度的收益超过了分析师的预期，这是疫情之前从未出现过的现象。利润率非但没有像市场担心的那样萎缩，反而继续扩张。\n高盛集团首席美国股票策略师David Kostin接受采访时表示： “公司管理层对他们是如何通过提高价格，或使用技术非常有效地试图保持他们的经营杠杆，将投入成本转嫁给消费者，一直保持积极的看法。市场不会等供应问题自行解决后，才着眼于未来。”\n投资者在9月份退却后，又开始涌向股市。据Bloomberg汇编的数据显示，上周截止至周四，投资者向股票型ETF注入了约250亿美元资金，为今年3月以来的最大资金流入。\n希望快速获利的交易者纷纷买入看涨期权。基于10日均值，追踪从单一股票到指数等各种期权成交量的芝加哥期权交易所(Cboe)看跌期权/看涨期权比率跌至三个月低点。\n在9月份股市大跌后，投资者重返股市的势头强烈，以至于德意志银行衡量投资者仓位的指标在短短几周内就从56个百分点跃升至历史区间的87个百分点。\n甚至，那些空头交易员也在买入美股。根据全美积极投资经理协会(National Association of Active Investment Managers)的一项调查，在目前的投资信心分布中，认为熊市的投资者是指将65%投资于股票的人。在该调查的历史上，这种乐观情绪只出现过两次，分别是今年年初和2017年最后几个月。\n债市和股市的背离凸显出投资者以及市场的异常。这种背离可以从Cboe波动率指数(VIX)和美国国债隐含波动率指数(MOVE)的比率中看出。本月，这一比率降至2020年2月以来的最低水平。\n\n摩根士丹利财富管理首席投资官Lisa Shalett表示：“债券市场认为美联储落后于曲线,未来将发生政策事故。这是债券市场发出的一个相当严厉的声明，而股市迄今并未理会。”\n但加息预期很难抗衡这种有利的季节性走势。自1927年以来，标普500指数在最后两个月上涨的时间占57%。标普500指数在前10个月上涨超过20%时(就像2021年的情况一样)，后两个月正回报的几率跃升至75%。\n由于多数主动型基金表现落后于大盘，这种背景为主动型基金在年底追逐业绩提供了机会。沃尔夫研究公司(Wolfe Research)编制的数据显示，今年只有38%的共同基金的表现优于标普500指数。与此同时，一个跟踪对冲基金回报的指数上涨了11%，是基准指数涨幅的一半。\nBaird投资策略分析师Ross Mayfield表示:“涨势延续是有道理的。我不知道会不会有什么太疯狂的事发生，但会有一种季节性的涨势。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843286023,"gmtCreate":1635832466156,"gmtModify":1635832466242,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843286023","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849091730,"gmtCreate":1635697725448,"gmtModify":1635697725448,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849091730","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851094550,"gmtCreate":1634857786811,"gmtModify":1634857786944,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851094550","repostId":"1152052759","repostType":4,"repost":{"id":"1152052759","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":1634830531,"share":"https://www.laohu8.com/m/news/1152052759?lang=zh_CN&edition=full","pubTime":"2021-10-21 23:35","market":"other","language":"zh","title":"【异动】Paypal跌幅扩大至5%，报245美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1152052759","media":"老虎资讯综合","summary":"10月21日，Paypal跌幅扩大至5%，报245美元，创今年5月20日以来新低。\n\n据报道，在线支付公司PayPalHoldings已经提议以450亿美元收购社交媒体公司Pinterest。一个是支","content":"<p>10月21日，Paypal跌幅扩大至5%，报245美元，创今年5月20日以来新低。</p>\n<p><img src=\"https://static.tigerbbs.com/5e85f4c75c45868084acb40bbc576231\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>据报道，在线支付公司PayPalHoldings已经提议以450亿美元收购社交媒体公司Pinterest。一个是支付巨头，一个是社交媒体小巨头，双方要是顺利完成收购这一举动，它将成为规模最大的一笔社交媒体公司收购交易，超越微软在2016年以262亿美元收购职业社交网站领英。</p>\n<p>据悉PayPal已报价每股70美元收购Pinterest，大部分为股票形式。PayPal希望在11月8日发布季度财报前顺利完成磋商并宣布交易。目前交易尚未敲定，条款仍可能发生变化。从时间点来看，PayPal对于收购尤为积极且迫切。</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>【异动】Paypal跌幅扩大至5%，报245美元</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【异动】Paypal跌幅扩大至5%，报245美元\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\">2021-10-21 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月21日，Paypal跌幅扩大至5%，报245美元，创今年5月20日以来新低。</p>\n<p><img src=\"https://static.tigerbbs.com/5e85f4c75c45868084acb40bbc576231\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>据报道，在线支付公司PayPalHoldings已经提议以450亿美元收购社交媒体公司Pinterest。一个是支付巨头，一个是社交媒体小巨头，双方要是顺利完成收购这一举动，它将成为规模最大的一笔社交媒体公司收购交易，超越微软在2016年以262亿美元收购职业社交网站领英。</p>\n<p>据悉PayPal已报价每股70美元收购Pinterest，大部分为股票形式。PayPal希望在11月8日发布季度财报前顺利完成磋商并宣布交易。目前交易尚未敲定，条款仍可能发生变化。从时间点来看，PayPal对于收购尤为积极且迫切。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"PYPL":"PayPal"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152052759","content_text":"10月21日，Paypal跌幅扩大至5%，报245美元，创今年5月20日以来新低。\n\n据报道，在线支付公司PayPalHoldings已经提议以450亿美元收购社交媒体公司Pinterest。一个是支付巨头，一个是社交媒体小巨头，双方要是顺利完成收购这一举动，它将成为规模最大的一笔社交媒体公司收购交易，超越微软在2016年以262亿美元收购职业社交网站领英。\n据悉PayPal已报价每股70美元收购Pinterest，大部分为股票形式。PayPal希望在11月8日发布季度财报前顺利完成磋商并宣布交易。目前交易尚未敲定，条款仍可能发生变化。从时间点来看，PayPal对于收购尤为积极且迫切。","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810468842,"gmtCreate":1629993349886,"gmtModify":1704954374726,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"关心一下","listText":"关心一下","text":"关心一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810468842","repostId":"1144894617","repostType":2,"repost":{"id":"1144894617","kind":"news","pubTimestamp":1629954306,"share":"https://www.laohu8.com/m/news/1144894617?lang=zh_CN&edition=full","pubTime":"2021-08-26 13:05","market":"us","language":"zh","title":"苹果被指窃取商业机密：抄技术还挖墙脚","url":"https://stock-news.laohu8.com/highlight/detail?id=1144894617","media":"快科技","summary":"苹果方面则否认在Apple Watch中使用了迈心诺的发明。","content":"<p>多年以来，数码界就以<a href=\"https://laohu8.com/S/AAPL\">苹果</a>出品作为标杆，其设计和技术被誉为全球顶尖，以往有不少厂商是根据苹果的产品来设计自家的产品，并且还能通过借鉴的设计获得不错的市场反馈。</p>\n<p>但是作为一家巨头公司，苹果也被指控窃取他人的商业机密，不但抄袭技术还挖人墙角。</p>\n<p>据报道，美国医疗器械公司迈心诺（Masimo）首席执行官乔·基亚尼（Joe Kiani）近日向外界表示，目前该公司指控苹果窃取商业机密的诉讼正进入一个新的阶段。</p>\n<p>消息称，迈心诺及其子公司Cercacor Laboratories在2020年1月起诉了苹果公司，指控苹果公司窃取了自己的商业机密，在Apple Watch中使用了他们的健康监测发明，虽然苹果对专利有效性以及信息获取方式进行了质疑和辩护，但该诉讼案的审理截至目前仍远未完结。</p>\n<p>最新的报道中提到，这起民事诉讼案件的最新亮点在于，基亚尼声称，苹果首席执行官Tim Cook可能亲自参与了对一名Cercacor高管的招聘，有一封邮件中证明了这件事，而这名高管拿走了公司的血氧监测技术机密，并申请了专利，将自己列为发明人。</p>\n<p>苹果方面则否认在Apple Watch中使用了迈心诺的发明，并表示当时库克并没有参与Cercacor首席技术官马塞洛·拉梅戈的招聘。</p>\n<p>目前，苹果方面正力图将库克的电子存储信息排除在这一民事诉讼之外，声称这些信息与案件无关。</p>","source":"kkj","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>苹果被指窃取商业机密：抄技术还挖墙脚</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{ 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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苹果被指窃取商业机密：抄技术还挖墙脚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 13:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/778/778964.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多年以来，数码界就以苹果出品作为标杆，其设计和技术被誉为全球顶尖，以往有不少厂商是根据苹果的产品来设计自家的产品，并且还能通过借鉴的设计获得不错的市场反馈。\n但是作为一家巨头公司，苹果也被指控窃取他人的商业机密，不但抄袭技术还挖人墙角。\n据报道，美国医疗器械公司迈心诺（Masimo）首席执行官乔·基亚尼（Joe Kiani）近日向外界表示，目前该公司指控苹果窃取商业机密的诉讼正进入一个新的阶段。\n...</p>\n\n<a href=\"https://news.mydrivers.com/1/778/778964.htm\">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/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"source_url":"https://news.mydrivers.com/1/778/778964.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144894617","content_text":"多年以来，数码界就以苹果出品作为标杆，其设计和技术被誉为全球顶尖，以往有不少厂商是根据苹果的产品来设计自家的产品，并且还能通过借鉴的设计获得不错的市场反馈。\n但是作为一家巨头公司，苹果也被指控窃取他人的商业机密，不但抄袭技术还挖人墙角。\n据报道，美国医疗器械公司迈心诺（Masimo）首席执行官乔·基亚尼（Joe Kiani）近日向外界表示，目前该公司指控苹果窃取商业机密的诉讼正进入一个新的阶段。\n消息称，迈心诺及其子公司Cercacor Laboratories在2020年1月起诉了苹果公司，指控苹果公司窃取了自己的商业机密，在Apple Watch中使用了他们的健康监测发明，虽然苹果对专利有效性以及信息获取方式进行了质疑和辩护，但该诉讼案的审理截至目前仍远未完结。\n最新的报道中提到，这起民事诉讼案件的最新亮点在于，基亚尼声称，苹果首席执行官Tim Cook可能亲自参与了对一名Cercacor高管的招聘，有一封邮件中证明了这件事，而这名高管拿走了公司的血氧监测技术机密，并申请了专利，将自己列为发明人。\n苹果方面则否认在Apple Watch中使用了迈心诺的发明，并表示当时库克并没有参与Cercacor首席技术官马塞洛·拉梅戈的招聘。\n目前，苹果方面正力图将库克的电子存储信息排除在这一民事诉讼之外，声称这些信息与案件无关。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":879358856,"gmtCreate":1636684162009,"gmtModify":1636684162091,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"泡沫来了","listText":"泡沫来了","text":"泡沫来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879358856","repostId":"1140308825","repostType":4,"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870857345,"gmtCreate":1636604379402,"gmtModify":1636604379402,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>这只股票可以较长期持有的","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>这只股票可以较长期持有的","text":"$STI ETF(ES3.SI)$这只股票可以较长期持有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870857345","isVote":1,"tweetType":1,"viewCount":5476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690852245,"gmtCreate":1639657677214,"gmtModify":1639657677272,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"注意泡沫","listText":"注意泡沫","text":"注意泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690852245","repostId":"2191182519","repostType":4,"isVote":1,"tweetType":1,"viewCount":2876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844222382,"gmtCreate":1636432793479,"gmtModify":1636432793565,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"做空的机会","listText":"做空的机会","text":"做空的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844222382","repostId":"1134627371","repostType":4,"repost":{"id":"1134627371","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1636418375,"share":"https://www.laohu8.com/m/news/1134627371?lang=zh_CN&edition=full","pubTime":"2021-11-09 08:39","market":"us","language":"zh","title":"万亿美元特斯拉高位盘整，做空力量居然是他","url":"https://stock-news.laohu8.com/highlight/detail?id=1134627371","media":"Wind万得","summary":"周一美股盘前，特斯拉下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。\n//  特斯拉下跌近5%  //\n周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。\n上周末，","content":"<p>周一美股盘前，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。</p>\n<p><b>//&nbsp;&nbsp;特斯拉下跌近5%&nbsp; //</b></p>\n<p>周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。</p>\n<p>上周末，特斯拉CEO马斯克在社交媒体上就其抛售10%特斯拉股票进行了投票表决，过半数网友支持其出售股票。</p>\n<p><b>有报道称据马斯克将面临超过150亿美元的股票期权税单。</b></p>\n<p>截至11月8日收盘，特斯拉股价报1162美元，下跌4.92%，总市值1.17万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/5078495921292060a94eac609e78dbf8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>//&nbsp;&nbsp;马斯克要套现210亿美元&nbsp; //</b></p>\n<p>马斯克表示，无论结果如何，都将遵守这次投票的结果。要注意的是，我没有从任何地方拿现金工资或奖金。</p>\n<p><b>马斯克还表示，“我只有股票，所以我个人纳税的唯一方法就是卖出股票。”</b></p>\n<p>根据马斯克持有1.705亿股特斯拉股票和特斯拉周五的收盘价1222.09美元计算，出售10%的股份意味着他将套现近210亿美元。</p>\n<p>马斯克曾说过，他不想通过出售股票的方式来纳税，因为这可能会让股票下跌。</p>\n<p>不过有研究员认为，马斯克卖股票的预期将会导致“一到两天的抛售压力”，但特斯拉有稳固的机构需求，会有人低吸下跌后的股票。</p>\n<p><b>//&nbsp;&nbsp;特斯拉月销再超5万&nbsp; //</b></p>\n<p>目前，新能源车对燃油车市场的替代效应明显，并拉动车市加速向新能源化转型的步伐。</p>\n<p>11月8日，乘联会发布的中国汽车销量数据显示，<b>10月特斯拉批发销量超过5万辆，达到了54391辆，同比增长245%。</b></p>\n<p>后疫情时代，全球汽车行业供应链遭受冲击，尤其是芯片短缺困扰多数汽车厂商。</p>\n<p>面对芯片短缺，特斯拉CEO马斯克表示，特斯拉已经着手整合供应链资源，解决芯片短缺等问题，虽然半导体供应短缺仍在持续，但特斯拉能进一步提升产量。<b>特斯拉方面介绍，自研芯片、软硬件整合等，都是特斯拉面对供应链难题时的解决方案。</b></p>\n<p>BBA<a href=\"https://laohu8.com/S/DLX\">豪华</a>车企中，宝马新能源达到4283辆，表现优秀，其他合资与豪华品牌仍待发力。</p>\n<p>10月国内造车新势力车企销量同比和环比表现总体较好，尤其是哪吒、威马、零跑等浙江省的二线新势力逐步崛起。合资品牌大众新能源车零售16318辆，占据主流合资72%份额。</p>\n<p><b>//&nbsp;&nbsp;特斯拉产业链&nbsp; //</b></p>\n<p><b>据Wind数据，特斯拉产业链图谱如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4ebd29ce848bfc45a01c6b13a996e77\" tg-width=\"1080\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021年至今，特斯拉中国出口量已近15万辆，成为中国制造“出海”的重要一员。</b></p>\n<p>其中，特斯拉全球出口中心的上海超级工厂再度加码，10月特斯拉出口量首次突破4万辆，创造中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车出口新高。</p>\n<p>受益于特斯拉中国超级工厂、优秀的交付表现，<b>今年以来，该公司股价大幅上涨，目前已成为全球市值最高的汽车公司。</b></p>\n<p>从资本市场表现来看，特斯拉这两年已对以ABB (奥迪、奔驰、宝马)为代表的传统车企们发起了挑战。从1000亿美元到1万亿美元市值，特斯拉仅仅用了不到两年时间。</p>\n<p>目前，特斯拉1.23万亿美元市值远超丰田2925亿美元市值，甚至超过丰田、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、菲亚特克莱斯勒的总和。</p>\n<p><b>//&nbsp;&nbsp;7成概念股业绩预喜&nbsp; //</b></p>\n<p>11月8日，Wind特斯拉指数上涨1.32%，报4049.96点，再创历史新高。板块内个股<a href=\"https://laohu8.com/S/000009\">中国宝安</a>、<a href=\"https://laohu8.com/S/603026\">石大胜华</a>涨停，<a href=\"https://laohu8.com/S/002664\">长鹰信质</a>、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/002497\">雅化集团</a>、斯莱克等领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/a76b19e280158d64472477251276076d\" tg-width=\"1079\" tg-height=\"1789\" referrerpolicy=\"no-referrer\"></p>\n<p><b>随着特斯拉产业链重心向中国转移，中国充电设备的制造商、运营商、集成商等有望在特斯拉国产化中提高参与程度，同时扩大对特斯拉的供货比例。</b></p>\n<p>目前，上市公司2021年三季报刚刚披露完成，业绩增长将成为投资者关注焦点。</p>\n<p>据Wind数据统计，特斯拉A股相关公司共有56家公司，<b>51家公司实现盈利，38家业绩实现增长，占比近7成。</b></p>\n<p>2021年三季报业绩增长排名靠前公司如下：</p>\n<p><img src=\"https://static.tigerbbs.com/e8caf43b17a8edc8e2e580c3c5376738\" tg-width=\"663\" tg-height=\"1321\" 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>万亿美元特斯拉高位盘整，做空力量居然是他</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万亿美元特斯拉高位盘整，做空力量居然是他\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-11-09 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一美股盘前，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。</p>\n<p><b>//&nbsp;&nbsp;特斯拉下跌近5%&nbsp; //</b></p>\n<p>周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。</p>\n<p>上周末，特斯拉CEO马斯克在社交媒体上就其抛售10%特斯拉股票进行了投票表决，过半数网友支持其出售股票。</p>\n<p><b>有报道称据马斯克将面临超过150亿美元的股票期权税单。</b></p>\n<p>截至11月8日收盘，特斯拉股价报1162美元，下跌4.92%，总市值1.17万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/5078495921292060a94eac609e78dbf8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>//&nbsp;&nbsp;马斯克要套现210亿美元&nbsp; //</b></p>\n<p>马斯克表示，无论结果如何，都将遵守这次投票的结果。要注意的是，我没有从任何地方拿现金工资或奖金。</p>\n<p><b>马斯克还表示，“我只有股票，所以我个人纳税的唯一方法就是卖出股票。”</b></p>\n<p>根据马斯克持有1.705亿股特斯拉股票和特斯拉周五的收盘价1222.09美元计算，出售10%的股份意味着他将套现近210亿美元。</p>\n<p>马斯克曾说过，他不想通过出售股票的方式来纳税，因为这可能会让股票下跌。</p>\n<p>不过有研究员认为，马斯克卖股票的预期将会导致“一到两天的抛售压力”，但特斯拉有稳固的机构需求，会有人低吸下跌后的股票。</p>\n<p><b>//&nbsp;&nbsp;特斯拉月销再超5万&nbsp; //</b></p>\n<p>目前，新能源车对燃油车市场的替代效应明显，并拉动车市加速向新能源化转型的步伐。</p>\n<p>11月8日，乘联会发布的中国汽车销量数据显示，<b>10月特斯拉批发销量超过5万辆，达到了54391辆，同比增长245%。</b></p>\n<p>后疫情时代，全球汽车行业供应链遭受冲击，尤其是芯片短缺困扰多数汽车厂商。</p>\n<p>面对芯片短缺，特斯拉CEO马斯克表示，特斯拉已经着手整合供应链资源，解决芯片短缺等问题，虽然半导体供应短缺仍在持续，但特斯拉能进一步提升产量。<b>特斯拉方面介绍，自研芯片、软硬件整合等，都是特斯拉面对供应链难题时的解决方案。</b></p>\n<p>BBA<a href=\"https://laohu8.com/S/DLX\">豪华</a>车企中，宝马新能源达到4283辆，表现优秀，其他合资与豪华品牌仍待发力。</p>\n<p>10月国内造车新势力车企销量同比和环比表现总体较好，尤其是哪吒、威马、零跑等浙江省的二线新势力逐步崛起。合资品牌大众新能源车零售16318辆，占据主流合资72%份额。</p>\n<p><b>//&nbsp;&nbsp;特斯拉产业链&nbsp; //</b></p>\n<p><b>据Wind数据，特斯拉产业链图谱如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/c4ebd29ce848bfc45a01c6b13a996e77\" tg-width=\"1080\" tg-height=\"808\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021年至今，特斯拉中国出口量已近15万辆，成为中国制造“出海”的重要一员。</b></p>\n<p>其中，特斯拉全球出口中心的上海超级工厂再度加码，10月特斯拉出口量首次突破4万辆，创造中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车出口新高。</p>\n<p>受益于特斯拉中国超级工厂、优秀的交付表现，<b>今年以来，该公司股价大幅上涨，目前已成为全球市值最高的汽车公司。</b></p>\n<p>从资本市场表现来看，特斯拉这两年已对以ABB (奥迪、奔驰、宝马)为代表的传统车企们发起了挑战。从1000亿美元到1万亿美元市值，特斯拉仅仅用了不到两年时间。</p>\n<p>目前，特斯拉1.23万亿美元市值远超丰田2925亿美元市值，甚至超过丰田、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、菲亚特克莱斯勒的总和。</p>\n<p><b>//&nbsp;&nbsp;7成概念股业绩预喜&nbsp; //</b></p>\n<p>11月8日，Wind特斯拉指数上涨1.32%，报4049.96点，再创历史新高。板块内个股<a href=\"https://laohu8.com/S/000009\">中国宝安</a>、<a href=\"https://laohu8.com/S/603026\">石大胜华</a>涨停，<a href=\"https://laohu8.com/S/002664\">长鹰信质</a>、<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>、<a href=\"https://laohu8.com/S/002497\">雅化集团</a>、斯莱克等领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/a76b19e280158d64472477251276076d\" tg-width=\"1079\" tg-height=\"1789\" referrerpolicy=\"no-referrer\"></p>\n<p><b>随着特斯拉产业链重心向中国转移，中国充电设备的制造商、运营商、集成商等有望在特斯拉国产化中提高参与程度，同时扩大对特斯拉的供货比例。</b></p>\n<p>目前，上市公司2021年三季报刚刚披露完成，业绩增长将成为投资者关注焦点。</p>\n<p>据Wind数据统计，特斯拉A股相关公司共有56家公司，<b>51家公司实现盈利，38家业绩实现增长，占比近7成。</b></p>\n<p>2021年三季报业绩增长排名靠前公司如下：</p>\n<p><img src=\"https://static.tigerbbs.com/e8caf43b17a8edc8e2e580c3c5376738\" tg-width=\"663\" tg-height=\"1321\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134627371","content_text":"周一美股盘前，特斯拉下跌一度达到6%。消息称，特斯拉CEO马斯克将套现近210亿美元。\n//  特斯拉下跌近5%  //\n周一特斯拉盘初一度跌超7%，最终收跌4.92%，报1162美元/股。\n上周末，特斯拉CEO马斯克在社交媒体上就其抛售10%特斯拉股票进行了投票表决，过半数网友支持其出售股票。\n有报道称据马斯克将面临超过150亿美元的股票期权税单。\n截至11月8日收盘，特斯拉股价报1162美元，下跌4.92%，总市值1.17万亿美元。\n\n//  马斯克要套现210亿美元  //\n马斯克表示，无论结果如何，都将遵守这次投票的结果。要注意的是，我没有从任何地方拿现金工资或奖金。\n马斯克还表示，“我只有股票，所以我个人纳税的唯一方法就是卖出股票。”\n根据马斯克持有1.705亿股特斯拉股票和特斯拉周五的收盘价1222.09美元计算，出售10%的股份意味着他将套现近210亿美元。\n马斯克曾说过，他不想通过出售股票的方式来纳税，因为这可能会让股票下跌。\n不过有研究员认为，马斯克卖股票的预期将会导致“一到两天的抛售压力”，但特斯拉有稳固的机构需求，会有人低吸下跌后的股票。\n//  特斯拉月销再超5万  //\n目前，新能源车对燃油车市场的替代效应明显，并拉动车市加速向新能源化转型的步伐。\n11月8日，乘联会发布的中国汽车销量数据显示，10月特斯拉批发销量超过5万辆，达到了54391辆，同比增长245%。\n后疫情时代，全球汽车行业供应链遭受冲击，尤其是芯片短缺困扰多数汽车厂商。\n面对芯片短缺，特斯拉CEO马斯克表示，特斯拉已经着手整合供应链资源，解决芯片短缺等问题，虽然半导体供应短缺仍在持续，但特斯拉能进一步提升产量。特斯拉方面介绍，自研芯片、软硬件整合等，都是特斯拉面对供应链难题时的解决方案。\nBBA豪华车企中，宝马新能源达到4283辆，表现优秀，其他合资与豪华品牌仍待发力。\n10月国内造车新势力车企销量同比和环比表现总体较好，尤其是哪吒、威马、零跑等浙江省的二线新势力逐步崛起。合资品牌大众新能源车零售16318辆，占据主流合资72%份额。\n//  特斯拉产业链  //\n据Wind数据，特斯拉产业链图谱如下：\n\n2021年至今，特斯拉中国出口量已近15万辆，成为中国制造“出海”的重要一员。\n其中，特斯拉全球出口中心的上海超级工厂再度加码，10月特斯拉出口量首次突破4万辆，创造中国新能源汽车出口新高。\n受益于特斯拉中国超级工厂、优秀的交付表现，今年以来，该公司股价大幅上涨，目前已成为全球市值最高的汽车公司。\n从资本市场表现来看，特斯拉这两年已对以ABB (奥迪、奔驰、宝马)为代表的传统车企们发起了挑战。从1000亿美元到1万亿美元市值，特斯拉仅仅用了不到两年时间。\n目前，特斯拉1.23万亿美元市值远超丰田2925亿美元市值，甚至超过丰田、福特、通用汽车、菲亚特克莱斯勒的总和。\n//  7成概念股业绩预喜  //\n11月8日，Wind特斯拉指数上涨1.32%，报4049.96点，再创历史新高。板块内个股中国宝安、石大胜华涨停，长鹰信质、赣锋锂业、雅化集团、斯莱克等领涨。\n\n随着特斯拉产业链重心向中国转移，中国充电设备的制造商、运营商、集成商等有望在特斯拉国产化中提高参与程度，同时扩大对特斯拉的供货比例。\n目前，上市公司2021年三季报刚刚披露完成，业绩增长将成为投资者关注焦点。\n据Wind数据统计，特斯拉A股相关公司共有56家公司，51家公司实现盈利，38家业绩实现增长，占比近7成。\n2021年三季报业绩增长排名靠前公司如下：","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841664330,"gmtCreate":1635907794703,"gmtModify":1635907794703,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"我怎么感觉是机构在拉抬股价","listText":"我怎么感觉是机构在拉抬股价","text":"我怎么感觉是机构在拉抬股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841664330","repostId":"1187270830","repostType":4,"repost":{"id":"1187270830","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1635747133,"share":"https://www.laohu8.com/m/news/1187270830?lang=zh_CN&edition=full","pubTime":"2021-11-01 14:12","market":"us","language":"zh","title":"美股10月虚惊一场！“动物精神”或助力市场一往无前","url":"https://stock-news.laohu8.com/highlight/detail?id=1187270830","media":"智通财经APP","summary":"冒险行为的增加可能进一步推动股市上涨。","content":"<p>从全球主权债券市场震荡到能源成本飙升，10月份无疑是市场波动最剧烈的月份之一。然而，令股市空头懊恼的是，这场动荡并没有阻止股市的持续上涨。</p>\n<p>即使全球最大的两家公司的业绩令人失望，也不能减缓标普500指数的上涨步伐。上周，苹果公司(AAPL.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司(AMZN.US)股价下跌，但标普500指数仍创下纪录，上个月上涨近7%，为六年来最好的10月份。</p>\n<p>美股市场的韧性在一定程度上得益于强劲的财报季。然而，<b>最近的上涨在很大程度上要归因于“动物精神”的回归。以期权市场为例，交易员们纷纷买入牛市看涨期权，推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)等股票的上涨。</b>流入股票基金的资金也攀升至7个月高点。凯恩斯（John Maynard Keynes）<b>所谓的的“动物精神”，即一种满怀乐观，精力十足，随时想要去创业或者冒险的精神和心态，或许才是目前美股持续向前的重要支撑力量。</b></p>\n<p><img src=\"https://static.tigerbbs.com/28c49887eba7ff3dcbae23cd92d5aa56\" tg-width=\"991\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>在今年的最后两个月尤其如此，因为基金经理们在制定年报之前，有最后的机会弥补损失。这些基金中约有五分之三落后于其基准股指，因此冒险行为的增加可能进一步推动股市上涨。今年前10个月，标普500指数已累计上涨逾22%。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管Chris Harvey表示:“历史、风险偏好和企业收益都显示，年底前将出现‘融涨’。”他预计标普500指数12月将收报4825点，较上周五4605点的收盘点位上涨4.8%。</p>\n<p>标普500指数连续第四周上涨1.3%，在过去的13个交易日中，除两个交易日外，其余交易日都在攀升。同期道琼斯工业平均指数和罗素2000指数均上涨至少0.3%。以科技股为主的纳斯达克100指数上涨3.2%，得益于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Alphabet(GOOG.US)等公司收益强劲。</p>\n<p>尽管指数并无大幅上升，但考虑到市场上近期的负面消息，美股本周走势喜人。根据此前公布的经济数据，美国第三季经济增长放缓幅度大于预期，大宗商品通胀持续升温。随着英国央行和加拿大央行转向鹰派立场，全球主权债务收益率曲线趋平，这一债券市场信号表明，随着短期利率走高，长期利率相对走低，经济增长将放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/40c15d9683b5c655efd81d12764f2d96\" tg-width=\"962\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p>支撑股市上涨的因素是，在供应链危机和成本价格飙升带来的悲观情绪下，企业盈利却仍继续保持增长。例如，虽然苹果公司警告称，瓶颈威胁到其假日销售，但美泰公司(MAT.US)等公司正在想方设法将产品送达消费者手中。虽然亚马逊警告称，劳动力短缺造成的巨额成本可能会抵消其今年最后一个季度的利润，但<a href=\"https://laohu8.com/S/CMG\">墨式烧烤</a>(CMG.US)等其他公司正诉诸自动化来提高生产率和收入。</p>\n<p>总体而言，标普500指数成份股中，超过80%的公司在本季度的收益超过了分析师的预期，这是疫情之前从未出现过的现象。利润率非但没有像市场担心的那样萎缩，反而继续扩张。</p>\n<p>高盛集团首席美国股票策略师David Kostin接受采访时表示： “公司管理层对他们是如何通过提高价格，或使用技术非常有效地试图保持他们的经营杠杆，将投入成本转嫁给消费者，一直保持积极的看法。市场不会等供应问题自行解决后，才着眼于未来。”</p>\n<p>投资者在9月份退却后，又开始涌向股市。据Bloomberg汇编的数据显示，上周截止至周四，投资者向股票型ETF注入了约250亿美元资金，为今年3月以来的最大资金流入。</p>\n<p>希望快速获利的交易者纷纷买入看涨期权。基于10日均值，追踪从单一股票到指数等各种期权成交量的<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>(Cboe)看跌期权/看涨期权比率跌至三个月低点。</p>\n<p>在9月份股市大跌后，投资者重返股市的势头强烈，以至于<a href=\"https://laohu8.com/S/DB\">德意志银行</a>衡量投资者仓位的指标在短短几周内就从56个百分点跃升至历史区间的87个百分点。</p>\n<p>甚至，那些空头交易员也在买入美股。根据全美积极投资经理协会(National Association of Active Investment Managers)的一项调查，在目前的投资信心分布中，认为熊市的投资者是指将65%投资于股票的人。在该调查的历史上，这种乐观情绪只出现过两次，分别是今年年初和2017年最后几个月。</p>\n<p>债市和股市的背离凸显出投资者以及市场的异常。这种背离可以从Cboe波动率指数(VIX)和美国国债隐含波动率指数(MOVE)的比率中看出。本月，这一比率降至2020年2月以来的最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/f269f28f7c7ab998a5f4d934e490bf91\" tg-width=\"990\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>财富管理首席投资官Lisa Shalett表示：“债券市场认为美联储落后于曲线,未来将发生政策事故。这是债券市场发出的一个相当严厉的声明，而股市迄今并未理会。”</p>\n<p>但加息预期很难抗衡这种有利的季节性走势。自1927年以来，标普500指数在最后两个月上涨的时间占57%。标普500指数在前10个月上涨超过20%时(就像2021年的情况一样)，后两个月正回报的几率跃升至75%。</p>\n<p>由于多数主动型基金表现落后于大盘，这种背景为主动型基金在年底追逐业绩提供了机会。沃尔夫研究公司(Wolfe Research)编制的数据显示，今年只有38%的共同基金的表现优于标普500指数。与此同时，一个跟踪对冲基金回报的指数上涨了11%，是基准指数涨幅的一半。</p>\n<p>Baird投资策略分析师Ross Mayfield表示:“涨势延续是有道理的。我不知道会不会有什么太疯狂的事发生，但会有一种季节性的涨势。”</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>美股10月虚惊一场！“动物精神”或助力市场一往无前</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股10月虚惊一场！“动物精神”或助力市场一往无前\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2021-11-01 14:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>从全球主权债券市场震荡到能源成本飙升，10月份无疑是市场波动最剧烈的月份之一。然而，令股市空头懊恼的是，这场动荡并没有阻止股市的持续上涨。</p>\n<p>即使全球最大的两家公司的业绩令人失望，也不能减缓标普500指数的上涨步伐。上周，苹果公司(AAPL.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司(AMZN.US)股价下跌，但标普500指数仍创下纪录，上个月上涨近7%，为六年来最好的10月份。</p>\n<p>美股市场的韧性在一定程度上得益于强劲的财报季。然而，<b>最近的上涨在很大程度上要归因于“动物精神”的回归。以期权市场为例，交易员们纷纷买入牛市看涨期权，推动<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)等股票的上涨。</b>流入股票基金的资金也攀升至7个月高点。凯恩斯（John Maynard Keynes）<b>所谓的的“动物精神”，即一种满怀乐观，精力十足，随时想要去创业或者冒险的精神和心态，或许才是目前美股持续向前的重要支撑力量。</b></p>\n<p><img src=\"https://static.tigerbbs.com/28c49887eba7ff3dcbae23cd92d5aa56\" tg-width=\"991\" tg-height=\"520\" referrerpolicy=\"no-referrer\"></p>\n<p>在今年的最后两个月尤其如此，因为基金经理们在制定年报之前，有最后的机会弥补损失。这些基金中约有五分之三落后于其基准股指，因此冒险行为的增加可能进一步推动股市上涨。今年前10个月，标普500指数已累计上涨逾22%。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票策略主管Chris Harvey表示:“历史、风险偏好和企业收益都显示，年底前将出现‘融涨’。”他预计标普500指数12月将收报4825点，较上周五4605点的收盘点位上涨4.8%。</p>\n<p>标普500指数连续第四周上涨1.3%，在过去的13个交易日中，除两个交易日外，其余交易日都在攀升。同期道琼斯工业平均指数和罗素2000指数均上涨至少0.3%。以科技股为主的纳斯达克100指数上涨3.2%，得益于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和Alphabet(GOOG.US)等公司收益强劲。</p>\n<p>尽管指数并无大幅上升，但考虑到市场上近期的负面消息，美股本周走势喜人。根据此前公布的经济数据，美国第三季经济增长放缓幅度大于预期，大宗商品通胀持续升温。随着英国央行和加拿大央行转向鹰派立场，全球主权债务收益率曲线趋平，这一债券市场信号表明，随着短期利率走高，长期利率相对走低，经济增长将放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/40c15d9683b5c655efd81d12764f2d96\" tg-width=\"962\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p>支撑股市上涨的因素是，在供应链危机和成本价格飙升带来的悲观情绪下，企业盈利却仍继续保持增长。例如，虽然苹果公司警告称，瓶颈威胁到其假日销售，但美泰公司(MAT.US)等公司正在想方设法将产品送达消费者手中。虽然亚马逊警告称，劳动力短缺造成的巨额成本可能会抵消其今年最后一个季度的利润，但<a href=\"https://laohu8.com/S/CMG\">墨式烧烤</a>(CMG.US)等其他公司正诉诸自动化来提高生产率和收入。</p>\n<p>总体而言，标普500指数成份股中，超过80%的公司在本季度的收益超过了分析师的预期，这是疫情之前从未出现过的现象。利润率非但没有像市场担心的那样萎缩，反而继续扩张。</p>\n<p>高盛集团首席美国股票策略师David Kostin接受采访时表示： “公司管理层对他们是如何通过提高价格，或使用技术非常有效地试图保持他们的经营杠杆，将投入成本转嫁给消费者，一直保持积极的看法。市场不会等供应问题自行解决后，才着眼于未来。”</p>\n<p>投资者在9月份退却后，又开始涌向股市。据Bloomberg汇编的数据显示，上周截止至周四，投资者向股票型ETF注入了约250亿美元资金，为今年3月以来的最大资金流入。</p>\n<p>希望快速获利的交易者纷纷买入看涨期权。基于10日均值，追踪从单一股票到指数等各种期权成交量的<a href=\"https://laohu8.com/S/CBOE\">芝加哥期权交易所</a>(Cboe)看跌期权/看涨期权比率跌至三个月低点。</p>\n<p>在9月份股市大跌后，投资者重返股市的势头强烈，以至于<a href=\"https://laohu8.com/S/DB\">德意志银行</a>衡量投资者仓位的指标在短短几周内就从56个百分点跃升至历史区间的87个百分点。</p>\n<p>甚至，那些空头交易员也在买入美股。根据全美积极投资经理协会(National Association of Active Investment Managers)的一项调查，在目前的投资信心分布中，认为熊市的投资者是指将65%投资于股票的人。在该调查的历史上，这种乐观情绪只出现过两次，分别是今年年初和2017年最后几个月。</p>\n<p>债市和股市的背离凸显出投资者以及市场的异常。这种背离可以从Cboe波动率指数(VIX)和美国国债隐含波动率指数(MOVE)的比率中看出。本月，这一比率降至2020年2月以来的最低水平。</p>\n<p><img src=\"https://static.tigerbbs.com/f269f28f7c7ab998a5f4d934e490bf91\" tg-width=\"990\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>财富管理首席投资官Lisa Shalett表示：“债券市场认为美联储落后于曲线,未来将发生政策事故。这是债券市场发出的一个相当严厉的声明，而股市迄今并未理会。”</p>\n<p>但加息预期很难抗衡这种有利的季节性走势。自1927年以来，标普500指数在最后两个月上涨的时间占57%。标普500指数在前10个月上涨超过20%时(就像2021年的情况一样)，后两个月正回报的几率跃升至75%。</p>\n<p>由于多数主动型基金表现落后于大盘，这种背景为主动型基金在年底追逐业绩提供了机会。沃尔夫研究公司(Wolfe Research)编制的数据显示，今年只有38%的共同基金的表现优于标普500指数。与此同时，一个跟踪对冲基金回报的指数上涨了11%，是基准指数涨幅的一半。</p>\n<p>Baird投资策略分析师Ross Mayfield表示:“涨势延续是有道理的。我不知道会不会有什么太疯狂的事发生，但会有一种季节性的涨势。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187270830","content_text":"从全球主权债券市场震荡到能源成本飙升，10月份无疑是市场波动最剧烈的月份之一。然而，令股市空头懊恼的是，这场动荡并没有阻止股市的持续上涨。\n即使全球最大的两家公司的业绩令人失望，也不能减缓标普500指数的上涨步伐。上周，苹果公司(AAPL.US)和亚马逊公司(AMZN.US)股价下跌，但标普500指数仍创下纪录，上个月上涨近7%，为六年来最好的10月份。\n美股市场的韧性在一定程度上得益于强劲的财报季。然而，最近的上涨在很大程度上要归因于“动物精神”的回归。以期权市场为例，交易员们纷纷买入牛市看涨期权，推动特斯拉(TSLA.US)等股票的上涨。流入股票基金的资金也攀升至7个月高点。凯恩斯（John Maynard Keynes）所谓的的“动物精神”，即一种满怀乐观，精力十足，随时想要去创业或者冒险的精神和心态，或许才是目前美股持续向前的重要支撑力量。\n\n在今年的最后两个月尤其如此，因为基金经理们在制定年报之前，有最后的机会弥补损失。这些基金中约有五分之三落后于其基准股指，因此冒险行为的增加可能进一步推动股市上涨。今年前10个月，标普500指数已累计上涨逾22%。\n富国银行股票策略主管Chris Harvey表示:“历史、风险偏好和企业收益都显示，年底前将出现‘融涨’。”他预计标普500指数12月将收报4825点，较上周五4605点的收盘点位上涨4.8%。\n标普500指数连续第四周上涨1.3%，在过去的13个交易日中，除两个交易日外，其余交易日都在攀升。同期道琼斯工业平均指数和罗素2000指数均上涨至少0.3%。以科技股为主的纳斯达克100指数上涨3.2%，得益于微软和Alphabet(GOOG.US)等公司收益强劲。\n尽管指数并无大幅上升，但考虑到市场上近期的负面消息，美股本周走势喜人。根据此前公布的经济数据，美国第三季经济增长放缓幅度大于预期，大宗商品通胀持续升温。随着英国央行和加拿大央行转向鹰派立场，全球主权债务收益率曲线趋平，这一债券市场信号表明，随着短期利率走高，长期利率相对走低，经济增长将放缓。\n\n支撑股市上涨的因素是，在供应链危机和成本价格飙升带来的悲观情绪下，企业盈利却仍继续保持增长。例如，虽然苹果公司警告称，瓶颈威胁到其假日销售，但美泰公司(MAT.US)等公司正在想方设法将产品送达消费者手中。虽然亚马逊警告称，劳动力短缺造成的巨额成本可能会抵消其今年最后一个季度的利润，但墨式烧烤(CMG.US)等其他公司正诉诸自动化来提高生产率和收入。\n总体而言，标普500指数成份股中，超过80%的公司在本季度的收益超过了分析师的预期，这是疫情之前从未出现过的现象。利润率非但没有像市场担心的那样萎缩，反而继续扩张。\n高盛集团首席美国股票策略师David Kostin接受采访时表示： “公司管理层对他们是如何通过提高价格，或使用技术非常有效地试图保持他们的经营杠杆，将投入成本转嫁给消费者，一直保持积极的看法。市场不会等供应问题自行解决后，才着眼于未来。”\n投资者在9月份退却后，又开始涌向股市。据Bloomberg汇编的数据显示，上周截止至周四，投资者向股票型ETF注入了约250亿美元资金，为今年3月以来的最大资金流入。\n希望快速获利的交易者纷纷买入看涨期权。基于10日均值，追踪从单一股票到指数等各种期权成交量的芝加哥期权交易所(Cboe)看跌期权/看涨期权比率跌至三个月低点。\n在9月份股市大跌后，投资者重返股市的势头强烈，以至于德意志银行衡量投资者仓位的指标在短短几周内就从56个百分点跃升至历史区间的87个百分点。\n甚至，那些空头交易员也在买入美股。根据全美积极投资经理协会(National Association of Active Investment Managers)的一项调查，在目前的投资信心分布中，认为熊市的投资者是指将65%投资于股票的人。在该调查的历史上，这种乐观情绪只出现过两次，分别是今年年初和2017年最后几个月。\n债市和股市的背离凸显出投资者以及市场的异常。这种背离可以从Cboe波动率指数(VIX)和美国国债隐含波动率指数(MOVE)的比率中看出。本月，这一比率降至2020年2月以来的最低水平。\n\n摩根士丹利财富管理首席投资官Lisa Shalett表示：“债券市场认为美联储落后于曲线,未来将发生政策事故。这是债券市场发出的一个相当严厉的声明，而股市迄今并未理会。”\n但加息预期很难抗衡这种有利的季节性走势。自1927年以来，标普500指数在最后两个月上涨的时间占57%。标普500指数在前10个月上涨超过20%时(就像2021年的情况一样)，后两个月正回报的几率跃升至75%。\n由于多数主动型基金表现落后于大盘，这种背景为主动型基金在年底追逐业绩提供了机会。沃尔夫研究公司(Wolfe Research)编制的数据显示，今年只有38%的共同基金的表现优于标普500指数。与此同时，一个跟踪对冲基金回报的指数上涨了11%，是基准指数涨幅的一半。\nBaird投资策略分析师Ross Mayfield表示:“涨势延续是有道理的。我不知道会不会有什么太疯狂的事发生，但会有一种季节性的涨势。”","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872150488,"gmtCreate":1637461218388,"gmtModify":1637461218388,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>蚊子腿肉","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>蚊子腿肉","text":"$STI ETF(ES3.SI)$蚊子腿肉","images":[{"img":"https://static.tigerbbs.com/dedeeace0e475e1d09f61384bf4e1511","width":"1536","height":"1639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872150488","isVote":1,"tweetType":1,"viewCount":3523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845063406,"gmtCreate":1636253715494,"gmtModify":1636253715592,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845063406","repostId":"1142850780","repostType":4,"isVote":1,"tweetType":1,"viewCount":2780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846386756,"gmtCreate":1636052168011,"gmtModify":1636052168114,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846386756","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846993903,"gmtCreate":1636038226499,"gmtModify":1636038226628,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846993903","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843286023,"gmtCreate":1635832466156,"gmtModify":1635832466242,"author":{"id":"4092445013571900","authorId":"4092445013571900","name":"WG1","avatar":"https://static.tigerbbs.com/bd39f9423768d9f07a209b5f8d555038","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092445013571900","authorIdStr":"4092445013571900"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843286023","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}