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泰勒国常会：适时出台务实管用的政策措施 推动经济运行持续整体好转国务院总理李强4月7日主持召开国务院常务会议，研究推动外贸稳规模优结构的政策措施，审议通过《无人驾驶航空器飞行管理暂行条例（草案）》，决定延续实施国家助学贷款免息及本金延期偿还政策。其中有这些重点信息。1、要想方设法稳住对发达经济体出口，引导企业深入开拓发展中国家市场和东盟等区域市场。2、要发挥好外贸大省稳外贸主力军作用，鼓励各地因地制宜出台配套支持政策，增强政策协同效应。3、适时出台务实管用的政策措施，进一步稳定市场预期，提振发展信心，巩固拓展向好势头，推动经济运行持续整体好转。4、继续免除今年及以前年度毕业的贷款学生今年内应偿还的国家助学贷款利息，本金部分可再申请延期1年偿还，延期贷款不计罚息和复利。4月4日上午，国新办举行新闻发布会，商务部国际贸易谈判代表兼副部长王受文在发布会上对我国外贸形势进行分析。王受文表示，前两个月海关总署公布的中国外贸数字呈下降趋势，这是由于世界经济总体复苏还不够有力。世界贸易组织3月初发布国际货物贸易晴雨表指数读数为92.2，比上次公布的指数下降了4个百分点，而基数是100，也反映了国际需求不畅通。“已回收的广交会1.5万家企业的问卷调查显示，订单下降、需求不足是遇到的主要困难，这和我们的预期是一致的，今年的外贸形势严峻复杂。” 王受文说，“与此同时，我们也要看到中国外贸所具有的竞争力、韧性和优势。”以下是国常会全文。国务院总理李强4月7日主持召开国务院常务会议，研究推动外贸稳规模优结构的政策措施，审议通过《无人驾驶航空器飞行管理暂行条例（草案）》，决定延续实施国家助学贷款免息及本金延期偿还政策。会议指出，推动外贸稳规模优结构，对稳增长稳就业、构建新发展格局、推动高质量发展具有重要支撑作用。要针对不同领域实际问题，不断充实、调整和完善有关政策，实施好稳外贸政策组合拳","listText":"中国基金报 泰勒国常会：适时出台务实管用的政策措施 推动经济运行持续整体好转国务院总理李强4月7日主持召开国务院常务会议，研究推动外贸稳规模优结构的政策措施，审议通过《无人驾驶航空器飞行管理暂行条例（草案）》，决定延续实施国家助学贷款免息及本金延期偿还政策。其中有这些重点信息。1、要想方设法稳住对发达经济体出口，引导企业深入开拓发展中国家市场和东盟等区域市场。2、要发挥好外贸大省稳外贸主力军作用，鼓励各地因地制宜出台配套支持政策，增强政策协同效应。3、适时出台务实管用的政策措施，进一步稳定市场预期，提振发展信心，巩固拓展向好势头，推动经济运行持续整体好转。4、继续免除今年及以前年度毕业的贷款学生今年内应偿还的国家助学贷款利息，本金部分可再申请延期1年偿还，延期贷款不计罚息和复利。4月4日上午，国新办举行新闻发布会，商务部国际贸易谈判代表兼副部长王受文在发布会上对我国外贸形势进行分析。王受文表示，前两个月海关总署公布的中国外贸数字呈下降趋势，这是由于世界经济总体复苏还不够有力。世界贸易组织3月初发布国际货物贸易晴雨表指数读数为92.2，比上次公布的指数下降了4个百分点，而基数是100，也反映了国际需求不畅通。“已回收的广交会1.5万家企业的问卷调查显示，订单下降、需求不足是遇到的主要困难，这和我们的预期是一致的，今年的外贸形势严峻复杂。” 王受文说，“与此同时，我们也要看到中国外贸所具有的竞争力、韧性和优势。”以下是国常会全文。国务院总理李强4月7日主持召开国务院常务会议，研究推动外贸稳规模优结构的政策措施，审议通过《无人驾驶航空器飞行管理暂行条例（草案）》，决定延续实施国家助学贷款免息及本金延期偿还政策。会议指出，推动外贸稳规模优结构，对稳增长稳就业、构建新发展格局、推动高质量发展具有重要支撑作用。要针对不同领域实际问题，不断充实、调整和完善有关政策，实施好稳外贸政策组合拳","text":"中国基金报 泰勒国常会：适时出台务实管用的政策措施 推动经济运行持续整体好转国务院总理李强4月7日主持召开国务院常务会议，研究推动外贸稳规模优结构的政策措施，审议通过《无人驾驶航空器飞行管理暂行条例（草案）》，决定延续实施国家助学贷款免息及本金延期偿还政策。其中有这些重点信息。1、要想方设法稳住对发达经济体出口，引导企业深入开拓发展中国家市场和东盟等区域市场。2、要发挥好外贸大省稳外贸主力军作用，鼓励各地因地制宜出台配套支持政策，增强政策协同效应。3、适时出台务实管用的政策措施，进一步稳定市场预期，提振发展信心，巩固拓展向好势头，推动经济运行持续整体好转。4、继续免除今年及以前年度毕业的贷款学生今年内应偿还的国家助学贷款利息，本金部分可再申请延期1年偿还，延期贷款不计罚息和复利。4月4日上午，国新办举行新闻发布会，商务部国际贸易谈判代表兼副部长王受文在发布会上对我国外贸形势进行分析。王受文表示，前两个月海关总署公布的中国外贸数字呈下降趋势，这是由于世界经济总体复苏还不够有力。世界贸易组织3月初发布国际货物贸易晴雨表指数读数为92.2，比上次公布的指数下降了4个百分点，而基数是100，也反映了国际需求不畅通。“已回收的广交会1.5万家企业的问卷调查显示，订单下降、需求不足是遇到的主要困难，这和我们的预期是一致的，今年的外贸形势严峻复杂。” 王受文说，“与此同时，我们也要看到中国外贸所具有的竞争力、韧性和优势。”以下是国常会全文。国务院总理李强4月7日主持召开国务院常务会议，研究推动外贸稳规模优结构的政策措施，审议通过《无人驾驶航空器飞行管理暂行条例（草案）》，决定延续实施国家助学贷款免息及本金延期偿还政策。会议指出，推动外贸稳规模优结构，对稳增长稳就业、构建新发展格局、推动高质量发展具有重要支撑作用。要针对不同领域实际问题，不断充实、调整和完善有关政策，实施好稳外贸政策组合拳","images":[{"img":"https://static.tigerbbs.com/54c4f132c47f4ea8993072c7d97e8a2c"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653237151","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627338698,"gmtCreate":1677980047014,"gmtModify":1677980048386,"author":{"id":"4096107199775170","authorId":"4096107199775170","name":"数学一","avatar":"https://static.tigerbbs.com/2fb325d14f91b72d4a22dd7bdaa43417","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627338698","repostId":"624841025","repostType":1,"repost":{"id":624841025,"gmtCreate":1677250865567,"gmtModify":1677250882288,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"来了，600万做空ARKK","htmlText":"我以为PCE只是开胃小菜，没想到是主菜。盘前公布美国1月核心PCE大超预期，年率4.7%，高于预期4.3%，前值4.4%。核心PCE月率0.6%，高于预期0.4%，前值0.3%。公布后纳斯达克期货跌1.88%。问题是今天盘中还有三位美联储鹰派官员讲话：克利夫兰联储主席梅斯特，圣路易斯联储主席布拉德和美联储理事沃勒。其中梅斯特就是加息50基点的支持者，上周四就是她发言后市场回调了。今晚即使有利空消息落地的拐弯，也得等他们仨说完话以后，谁知道他们会不会说支持下次加息50基点这种言论？但瞅美债收益率这个涨幅，感觉今晚很难再V起来。<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 标准熊市看跌价差策略买<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2036.0%20PUT\">$ARKK%2020230421%2036.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 36.0 PUT\">$ARKK 20230421 36.0 PUT$ </a> 卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2030.0%20PUT\">$ARKK%2020230421%2030.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 30.0 PUT\">$ARKK 20230421 30.0 PUT$ </a>总成交额应该是400多万，因为有sell put权利金对冲。到期日相当近，4月21日，交","listText":"我以为PCE只是开胃小菜，没想到是主菜。盘前公布美国1月核心PCE大超预期，年率4.7%，高于预期4.3%，前值4.4%。核心PCE月率0.6%，高于预期0.4%，前值0.3%。公布后纳斯达克期货跌1.88%。问题是今天盘中还有三位美联储鹰派官员讲话：克利夫兰联储主席梅斯特，圣路易斯联储主席布拉德和美联储理事沃勒。其中梅斯特就是加息50基点的支持者，上周四就是她发言后市场回调了。今晚即使有利空消息落地的拐弯，也得等他们仨说完话以后，谁知道他们会不会说支持下次加息50基点这种言论？但瞅美债收益率这个涨幅，感觉今晚很难再V起来。<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 标准熊市看跌价差策略买<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2036.0%20PUT\">$ARKK%2020230421%2036.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 36.0 PUT\">$ARKK 20230421 36.0 PUT$ </a> 卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2030.0%20PUT\">$ARKK%2020230421%2030.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 30.0 PUT\">$ARKK 20230421 30.0 PUT$ </a>总成交额应该是400多万，因为有sell put权利金对冲。到期日相当近，4月21日，交","text":"我以为PCE只是开胃小菜，没想到是主菜。盘前公布美国1月核心PCE大超预期，年率4.7%，高于预期4.3%，前值4.4%。核心PCE月率0.6%，高于预期0.4%，前值0.3%。公布后纳斯达克期货跌1.88%。问题是今天盘中还有三位美联储鹰派官员讲话：克利夫兰联储主席梅斯特，圣路易斯联储主席布拉德和美联储理事沃勒。其中梅斯特就是加息50基点的支持者，上周四就是她发言后市场回调了。今晚即使有利空消息落地的拐弯，也得等他们仨说完话以后，谁知道他们会不会说支持下次加息50基点这种言论？但瞅美债收益率这个涨幅，感觉今晚很难再V起来。$ARK Innovation ETF(ARKK)$ 标准熊市看跌价差策略买$ARKK%2020230421%2036.0%20PUT$ $ARKK 20230421 36.0 PUT$ 卖$ARKK%2020230421%2030.0%20PUT$ $ARKK 20230421 30.0 PUT$ 总成交额应该是400多万，因为有sell put权利金对冲。到期日相当近，4月21日，交","images":[{"img":"https://static.tigerbbs.com/c20691321fab0846486e8b1e42ea61ab","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624841025","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627338812,"gmtCreate":1677980034036,"gmtModify":1677980035478,"author":{"id":"4096107199775170","authorId":"4096107199775170","name":"数学一","avatar":"https://static.tigerbbs.com/2fb325d14f91b72d4a22dd7bdaa43417","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627338812","repostId":"624841025","repostType":1,"repost":{"id":624841025,"gmtCreate":1677250865567,"gmtModify":1677250882288,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"来了，600万做空ARKK","htmlText":"我以为PCE只是开胃小菜，没想到是主菜。盘前公布美国1月核心PCE大超预期，年率4.7%，高于预期4.3%，前值4.4%。核心PCE月率0.6%，高于预期0.4%，前值0.3%。公布后纳斯达克期货跌1.88%。问题是今天盘中还有三位美联储鹰派官员讲话：克利夫兰联储主席梅斯特，圣路易斯联储主席布拉德和美联储理事沃勒。其中梅斯特就是加息50基点的支持者，上周四就是她发言后市场回调了。今晚即使有利空消息落地的拐弯，也得等他们仨说完话以后，谁知道他们会不会说支持下次加息50基点这种言论？但瞅美债收益率这个涨幅，感觉今晚很难再V起来。<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 标准熊市看跌价差策略买<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2036.0%20PUT\">$ARKK%2020230421%2036.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 36.0 PUT\">$ARKK 20230421 36.0 PUT$ </a> 卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2030.0%20PUT\">$ARKK%2020230421%2030.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 30.0 PUT\">$ARKK 20230421 30.0 PUT$ </a>总成交额应该是400多万，因为有sell put权利金对冲。到期日相当近，4月21日，交","listText":"我以为PCE只是开胃小菜，没想到是主菜。盘前公布美国1月核心PCE大超预期，年率4.7%，高于预期4.3%，前值4.4%。核心PCE月率0.6%，高于预期0.4%，前值0.3%。公布后纳斯达克期货跌1.88%。问题是今天盘中还有三位美联储鹰派官员讲话：克利夫兰联储主席梅斯特，圣路易斯联储主席布拉德和美联储理事沃勒。其中梅斯特就是加息50基点的支持者，上周四就是她发言后市场回调了。今晚即使有利空消息落地的拐弯，也得等他们仨说完话以后，谁知道他们会不会说支持下次加息50基点这种言论？但瞅美债收益率这个涨幅，感觉今晚很难再V起来。<a href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 标准熊市看跌价差策略买<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2036.0%20PUT\">$ARKK%2020230421%2036.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 36.0 PUT\">$ARKK 20230421 36.0 PUT$ </a> 卖<a target=\"_blank\" href=\"https://laohu8.com/OPT/ARKK%2020230421%2030.0%20PUT\">$ARKK%2020230421%2030.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/ARKK 20230421 30.0 PUT\">$ARKK 20230421 30.0 PUT$ </a>总成交额应该是400多万，因为有sell put权利金对冲。到期日相当近，4月21日，交","text":"我以为PCE只是开胃小菜，没想到是主菜。盘前公布美国1月核心PCE大超预期，年率4.7%，高于预期4.3%，前值4.4%。核心PCE月率0.6%，高于预期0.4%，前值0.3%。公布后纳斯达克期货跌1.88%。问题是今天盘中还有三位美联储鹰派官员讲话：克利夫兰联储主席梅斯特，圣路易斯联储主席布拉德和美联储理事沃勒。其中梅斯特就是加息50基点的支持者，上周四就是她发言后市场回调了。今晚即使有利空消息落地的拐弯，也得等他们仨说完话以后，谁知道他们会不会说支持下次加息50基点这种言论？但瞅美债收益率这个涨幅，感觉今晚很难再V起来。$ARK Innovation ETF(ARKK)$ 标准熊市看跌价差策略买$ARKK%2020230421%2036.0%20PUT$ $ARKK 20230421 36.0 PUT$ 卖$ARKK%2020230421%2030.0%20PUT$ $ARKK 20230421 30.0 PUT$ 总成交额应该是400多万，因为有sell put权利金对冲。到期日相当近，4月21日，交","images":[{"img":"https://static.tigerbbs.com/c20691321fab0846486e8b1e42ea61ab","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624841025","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627338142,"gmtCreate":1677980020186,"gmtModify":1677980021574,"author":{"id":"4096107199775170","authorId":"4096107199775170","name":"数学一","avatar":"https://static.tigerbbs.com/2fb325d14f91b72d4a22dd7bdaa43417","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627338142","repostId":"624186379","repostType":1,"repost":{"id":624186379,"gmtCreate":1677157415991,"gmtModify":1677158041045,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0},"themes":[],"title":"阿里Q3：利润暴增都是假象！","htmlText":"刚刚，电商巨头阿里巴巴发布了23财年三季报（截止22年12月31日的季度）。 其中，营收2477.56亿人民币，超出彭博分析师一致预期的2458.75亿，同比增长2.1%。净利润为457.46亿，同比增长138%。 财报公布之后，阿里巴巴美股盘前股价一度大涨7%： 这一幕和昨日披露财报的百度十分相似，皆是营收小幅超预期、净利润大超预期、盘前股价大涨，然而令人惊讶的是，百度在美股正式开盘之后，股价高开低走，最终逆势下跌2.6%。 阿里巴巴会步百度后尘吗？ 具体来看，阿里巴巴三季度营收2477.56亿，虽然超出市场的预期，但幅度只有0.77%，撑不起股价大涨7%的场面： 细分来看，中国商业三季度营收1699.86亿，同比下滑1%；国际商业营收194.65亿，同比增长18%；本地生活服务营收131.64亿，同比增长6%；菜鸟营收165.53，同比增长27%；云业务营收201.79亿，同比增长3%；数字媒体及娱乐营收75.86亿，同比下滑6%；创新业务及其他营收8.23亿，同比下滑20%： 将中国商业继续细分，其中客户管理收入同比下降9%，主要由于消费需求减少、竞争持续，以及因内地新冠肺炎疫情病例增加导致供应链和物流受到影响，引致淘宝和天猫的线上实物商品GMV（剔除未支付订单）同比录得中单位数下降。 中国零售商业的直营及其他收入为人民币744.21亿，同比增长10%，主要是由于盒马和阿里健康的直营业务的收入增长所贡献。其中，盒马录得双位数的同店销售增长，主要是配送和运营效率的提升，阿里健康增长迅速则主要是因为新冠疫情带来医疗和保健需求大增。 显然，阿里健康的增长吃到了疫情红利，可持续性值得商榷。而阿里巴巴的核心业务淘宝和天猫GMV录得5%左右的下降，疫情影响是一过性，但竞争加剧值得投资者重视，尤其是京东宣布将在3月初上线百亿补贴，虽然","listText":"刚刚，电商巨头阿里巴巴发布了23财年三季报（截止22年12月31日的季度）。 其中，营收2477.56亿人民币，超出彭博分析师一致预期的2458.75亿，同比增长2.1%。净利润为457.46亿，同比增长138%。 财报公布之后，阿里巴巴美股盘前股价一度大涨7%： 这一幕和昨日披露财报的百度十分相似，皆是营收小幅超预期、净利润大超预期、盘前股价大涨，然而令人惊讶的是，百度在美股正式开盘之后，股价高开低走，最终逆势下跌2.6%。 阿里巴巴会步百度后尘吗？ 具体来看，阿里巴巴三季度营收2477.56亿，虽然超出市场的预期，但幅度只有0.77%，撑不起股价大涨7%的场面： 细分来看，中国商业三季度营收1699.86亿，同比下滑1%；国际商业营收194.65亿，同比增长18%；本地生活服务营收131.64亿，同比增长6%；菜鸟营收165.53，同比增长27%；云业务营收201.79亿，同比增长3%；数字媒体及娱乐营收75.86亿，同比下滑6%；创新业务及其他营收8.23亿，同比下滑20%： 将中国商业继续细分，其中客户管理收入同比下降9%，主要由于消费需求减少、竞争持续，以及因内地新冠肺炎疫情病例增加导致供应链和物流受到影响，引致淘宝和天猫的线上实物商品GMV（剔除未支付订单）同比录得中单位数下降。 中国零售商业的直营及其他收入为人民币744.21亿，同比增长10%，主要是由于盒马和阿里健康的直营业务的收入增长所贡献。其中，盒马录得双位数的同店销售增长，主要是配送和运营效率的提升，阿里健康增长迅速则主要是因为新冠疫情带来医疗和保健需求大增。 显然，阿里健康的增长吃到了疫情红利，可持续性值得商榷。而阿里巴巴的核心业务淘宝和天猫GMV录得5%左右的下降，疫情影响是一过性，但竞争加剧值得投资者重视，尤其是京东宣布将在3月初上线百亿补贴，虽然","text":"刚刚，电商巨头阿里巴巴发布了23财年三季报（截止22年12月31日的季度）。 其中，营收2477.56亿人民币，超出彭博分析师一致预期的2458.75亿，同比增长2.1%。净利润为457.46亿，同比增长138%。 财报公布之后，阿里巴巴美股盘前股价一度大涨7%： 这一幕和昨日披露财报的百度十分相似，皆是营收小幅超预期、净利润大超预期、盘前股价大涨，然而令人惊讶的是，百度在美股正式开盘之后，股价高开低走，最终逆势下跌2.6%。 阿里巴巴会步百度后尘吗？ 具体来看，阿里巴巴三季度营收2477.56亿，虽然超出市场的预期，但幅度只有0.77%，撑不起股价大涨7%的场面： 细分来看，中国商业三季度营收1699.86亿，同比下滑1%；国际商业营收194.65亿，同比增长18%；本地生活服务营收131.64亿，同比增长6%；菜鸟营收165.53，同比增长27%；云业务营收201.79亿，同比增长3%；数字媒体及娱乐营收75.86亿，同比下滑6%；创新业务及其他营收8.23亿，同比下滑20%： 将中国商业继续细分，其中客户管理收入同比下降9%，主要由于消费需求减少、竞争持续，以及因内地新冠肺炎疫情病例增加导致供应链和物流受到影响，引致淘宝和天猫的线上实物商品GMV（剔除未支付订单）同比录得中单位数下降。 中国零售商业的直营及其他收入为人民币744.21亿，同比增长10%，主要是由于盒马和阿里健康的直营业务的收入增长所贡献。其中，盒马录得双位数的同店销售增长，主要是配送和运营效率的提升，阿里健康增长迅速则主要是因为新冠疫情带来医疗和保健需求大增。 显然，阿里健康的增长吃到了疫情红利，可持续性值得商榷。而阿里巴巴的核心业务淘宝和天猫GMV录得5%左右的下降，疫情影响是一过性，但竞争加剧值得投资者重视，尤其是京东宣布将在3月初上线百亿补贴，虽然","images":[{"img":"https://static.tigerbbs.com/4b6711dde68a60ade7e345ddf3b001fe","width":"831","height":"832"},{"img":"https://static.tigerbbs.com/9eefe641743fe1b37f013f63c7fa0472","width":"1194","height":"466"},{"img":"https://static.tigerbbs.com/dfed0b38984612ed93b63164df3be3d1","width":"1012","height":"500"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624186379","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627338322,"gmtCreate":1677980003066,"gmtModify":1677980004556,"author":{"id":"4096107199775170","authorId":"4096107199775170","name":"数学一","avatar":"https://static.tigerbbs.com/2fb325d14f91b72d4a22dd7bdaa43417","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627338322","repostId":"624384760","repostType":1,"repost":{"id":624384760,"gmtCreate":1677078916250,"gmtModify":1677078943143,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"市场大跌，机构站队，意想不到的期权策略！","htmlText":"不知道你们年初听没听过一种说法是，美股今年就算跌也不会跌太多，大约10%的震荡幅度。先开始我对这句话半信半疑，不过看了两个月的期权异动后感觉传闻不是空穴来风，从策略来看机构操作确实很保守，哪怕是昨晚大跌后。昨晚大跌原因，市场传闻是资深美联储报道记者Nick Timiraos在推特上爆料，暗示了美联储可能适合将通胀目标上调到什么水平。“克利夫兰联储的研究人员分析FOMC最新的经济展望。他们的模型预计，（美联储货币政策委员会）FOMC的失业率路径会让核心PCE通胀到2025年达到2.75%。”“要实现”2.1%的通胀预期，“一场严重的衰退是必要的”。面对意外带来的下跌，机构势必会有所动作，不过有两家公司的异动非常出乎意料<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的sell put：昨天京东和拼多多股价双双暴跌，拼多多开盘跌9.9%。京东的百亿补贴对拼多多宣战，高息时代市场可能对现金流比较敏感，所以对烧钱行为本能拒绝。跌加近期中概股颓势，另外美元反弹趋势，似乎拼多多继续回调在所难免。但期权异动却显示机构在疯狂“抄底“，开盘后便有人卖出6月16日到期的put，行权价是和开盘价持平的85美元，期权总成交额166万美元。<a target=\"_blank\" href=\"https://laohu8.com/OPT/PDD%2020230616%2085.0%20PUT\">$PDD%2020230616%2085.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/PDD 20230616 85.0 PUT\">$PDD 20230616 85.0 PUT$ </a>这行权价，这到期日，信息量是不是很大？信息量更大的是，盘中有一张总成交额为3654万的大单: ","listText":"不知道你们年初听没听过一种说法是，美股今年就算跌也不会跌太多，大约10%的震荡幅度。先开始我对这句话半信半疑，不过看了两个月的期权异动后感觉传闻不是空穴来风，从策略来看机构操作确实很保守，哪怕是昨晚大跌后。昨晚大跌原因，市场传闻是资深美联储报道记者Nick Timiraos在推特上爆料，暗示了美联储可能适合将通胀目标上调到什么水平。“克利夫兰联储的研究人员分析FOMC最新的经济展望。他们的模型预计，（美联储货币政策委员会）FOMC的失业率路径会让核心PCE通胀到2025年达到2.75%。”“要实现”2.1%的通胀预期，“一场严重的衰退是必要的”。面对意外带来的下跌，机构势必会有所动作，不过有两家公司的异动非常出乎意料<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 的sell put：昨天京东和拼多多股价双双暴跌，拼多多开盘跌9.9%。京东的百亿补贴对拼多多宣战，高息时代市场可能对现金流比较敏感，所以对烧钱行为本能拒绝。跌加近期中概股颓势，另外美元反弹趋势，似乎拼多多继续回调在所难免。但期权异动却显示机构在疯狂“抄底“，开盘后便有人卖出6月16日到期的put，行权价是和开盘价持平的85美元，期权总成交额166万美元。<a target=\"_blank\" href=\"https://laohu8.com/OPT/PDD%2020230616%2085.0%20PUT\">$PDD%2020230616%2085.0%20PUT$ </a><a href=\"https://laohu8.com/OPT/PDD 20230616 85.0 PUT\">$PDD 20230616 85.0 PUT$ </a>这行权价，这到期日，信息量是不是很大？信息量更大的是，盘中有一张总成交额为3654万的大单: ","text":"不知道你们年初听没听过一种说法是，美股今年就算跌也不会跌太多，大约10%的震荡幅度。先开始我对这句话半信半疑，不过看了两个月的期权异动后感觉传闻不是空穴来风，从策略来看机构操作确实很保守，哪怕是昨晚大跌后。昨晚大跌原因，市场传闻是资深美联储报道记者Nick Timiraos在推特上爆料，暗示了美联储可能适合将通胀目标上调到什么水平。“克利夫兰联储的研究人员分析FOMC最新的经济展望。他们的模型预计，（美联储货币政策委员会）FOMC的失业率路径会让核心PCE通胀到2025年达到2.75%。”“要实现”2.1%的通胀预期，“一场严重的衰退是必要的”。面对意外带来的下跌，机构势必会有所动作，不过有两家公司的异动非常出乎意料$拼多多(PDD)$ 的sell put：昨天京东和拼多多股价双双暴跌，拼多多开盘跌9.9%。京东的百亿补贴对拼多多宣战，高息时代市场可能对现金流比较敏感，所以对烧钱行为本能拒绝。跌加近期中概股颓势，另外美元反弹趋势，似乎拼多多继续回调在所难免。但期权异动却显示机构在疯狂“抄底“，开盘后便有人卖出6月16日到期的put，行权价是和开盘价持平的85美元，期权总成交额166万美元。$PDD%2020230616%2085.0%20PUT$ $PDD 20230616 85.0 PUT$ 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