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Jack2862
2022-04-02
$Sea Ltd(SE)$
强
Jack2862
2022-05-17
装疯卖傻,利用自身影响力来投机
抱歉,原内容已删除
Jack2862
2022-04-23
$PayPal(PYPL)$
给你击败了击败了,你是一个超燃的股票,看你那不明白,怎么会是一个超级白的股,拿拿拿捏你不准。
Jack2862
2022-04-22
$顺丰房托(02191)$
可以考虑
Jack2862
2022-04-13
$哔哩哔哩(BILI)$
逼下去了
Jack2862
2022-04-08
看看
开盘 | 美股开盘涨跌不一,知乎涨近5%
Jack2862
2022-04-08
看看
WSB概念股盘初走低,AMC院线跌超4%
Jack2862
2022-04-06
好
抱歉,原内容已删除
Jack2862
2022-04-04
好
李迅雷:中概股和港股已经超跌了,走稳回升基本确定
Jack2862
2022-04-01
很怕这些好消息出来,每次出来每次跌,抗爹的
一图看懂云想科技(2131.HK)2021年业绩亮点
去老虎APP查看更多动态
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19:03","market":"other","language":"zh","title":"Shopify第一季度营收不及预期,同比由盈转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=1188718923","media":"老虎资讯综合","summary":"5月5日,Shopify发布2022年第一季度业绩。财报显示,第一季度营收12亿美元,市场预期12.42亿美元,去年同期9.89亿美元;净亏损15亿美元,市场预期净亏损0.4亿美元,去年同期净利润12","content":"<html><head></head><body><p>5月5日,<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>发布2022年第一季度业绩。财报显示,第一季度营收12亿美元,市场预期12.42亿美元,去年同期9.89亿美元;净亏损15亿美元,市场预期净亏损0.4亿美元,去年同期净利润12.58亿美元;每股亏损11.7美元,市场预期亏损0.41美元,去年同期每股收益9.94美元。</p><p>Shopify Q1 GMV 达到432亿美元,不及分析师普遍预计的465亿美元,两年期复合增速为57%,相比于2021年Q1同比增长16%。GPV增长至220亿美元,占本季度处理GMV的51%,上年同期为173亿美元,占比46%。</p><p>Shopify Q1订阅解决方案营收为3.448 亿美元,同比增长8%。商户解决方案营收为8.589亿美元,同比增长29%。</p><p><b>收购Deliverr</b></p><p>Shopify 还表示,它已达成协议收购 Deliverr ,以扩大履约服务。今年1月,Shopify 取消了几项旨在创建自己分销网络的履约和仓储合约。</p><p>“能够在这些渠道中提供交付承诺和快速履约的能力促进了销售额转化,”Shopify首席财务官Amy Shapero 表示。“我们相信,Deliverr 能够简化流程,并通过在多个渠道的完成过程之中展示交付承诺,为商家提供可视性和控制权,这将为我们平台的商家们带来巨大的优势。”</p><p><b>业绩指引</b></p><p>Shopify预计2022年上半年营收同比增长率将较低,2022年第四季度营收增速将达到最高。</p><p>Shopify预计,考虑到通胀环境对消费者支出的影响,公司调整后的营业业绩将反映上述再投资以及收购Deliverr带来的影响,预计这将稀释今年的营业利润率。</p><p>Shopify预计2022年资本支出约为2亿美元,基于股票的薪酬支出和相关薪资税约为8亿美元,收购的无形资产摊销为6200万美元。</p><p>公布财报后,Shopify盘前跌8.55%。</p><p><img src=\"https://static.tigerbbs.com/d79ac33dc1c2e6e958a8df2f02b31bb0\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>Shopify第一季度营收不及预期,同比由盈转亏</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\">\nShopify第一季度营收不及预期,同比由盈转亏\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\">2022-05-05 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月5日,<a href=\"https://laohu8.com/S/SHOP\">Shopify</a>发布2022年第一季度业绩。财报显示,第一季度营收12亿美元,市场预期12.42亿美元,去年同期9.89亿美元;净亏损15亿美元,市场预期净亏损0.4亿美元,去年同期净利润12.58亿美元;每股亏损11.7美元,市场预期亏损0.41美元,去年同期每股收益9.94美元。</p><p>Shopify Q1 GMV 达到432亿美元,不及分析师普遍预计的465亿美元,两年期复合增速为57%,相比于2021年Q1同比增长16%。GPV增长至220亿美元,占本季度处理GMV的51%,上年同期为173亿美元,占比46%。</p><p>Shopify Q1订阅解决方案营收为3.448 亿美元,同比增长8%。商户解决方案营收为8.589亿美元,同比增长29%。</p><p><b>收购Deliverr</b></p><p>Shopify 还表示,它已达成协议收购 Deliverr ,以扩大履约服务。今年1月,Shopify 取消了几项旨在创建自己分销网络的履约和仓储合约。</p><p>“能够在这些渠道中提供交付承诺和快速履约的能力促进了销售额转化,”Shopify首席财务官Amy Shapero 表示。“我们相信,Deliverr 能够简化流程,并通过在多个渠道的完成过程之中展示交付承诺,为商家提供可视性和控制权,这将为我们平台的商家们带来巨大的优势。”</p><p><b>业绩指引</b></p><p>Shopify预计2022年上半年营收同比增长率将较低,2022年第四季度营收增速将达到最高。</p><p>Shopify预计,考虑到通胀环境对消费者支出的影响,公司调整后的营业业绩将反映上述再投资以及收购Deliverr带来的影响,预计这将稀释今年的营业利润率。</p><p>Shopify预计2022年资本支出约为2亿美元,基于股票的薪酬支出和相关薪资税约为8亿美元,收购的无形资产摊销为6200万美元。</p><p>公布财报后,Shopify盘前跌8.55%。</p><p><img src=\"https://static.tigerbbs.com/d79ac33dc1c2e6e958a8df2f02b31bb0\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188718923","content_text":"5月5日,Shopify发布2022年第一季度业绩。财报显示,第一季度营收12亿美元,市场预期12.42亿美元,去年同期9.89亿美元;净亏损15亿美元,市场预期净亏损0.4亿美元,去年同期净利润12.58亿美元;每股亏损11.7美元,市场预期亏损0.41美元,去年同期每股收益9.94美元。Shopify Q1 GMV 达到432亿美元,不及分析师普遍预计的465亿美元,两年期复合增速为57%,相比于2021年Q1同比增长16%。GPV增长至220亿美元,占本季度处理GMV的51%,上年同期为173亿美元,占比46%。Shopify Q1订阅解决方案营收为3.448 亿美元,同比增长8%。商户解决方案营收为8.589亿美元,同比增长29%。收购DeliverrShopify 还表示,它已达成协议收购 Deliverr ,以扩大履约服务。今年1月,Shopify 取消了几项旨在创建自己分销网络的履约和仓储合约。“能够在这些渠道中提供交付承诺和快速履约的能力促进了销售额转化,”Shopify首席财务官Amy Shapero 表示。“我们相信,Deliverr 能够简化流程,并通过在多个渠道的完成过程之中展示交付承诺,为商家提供可视性和控制权,这将为我们平台的商家们带来巨大的优势。”业绩指引Shopify预计2022年上半年营收同比增长率将较低,2022年第四季度营收增速将达到最高。Shopify预计,考虑到通胀环境对消费者支出的影响,公司调整后的营业业绩将反映上述再投资以及收购Deliverr带来的影响,预计这将稀释今年的营业利润率。Shopify预计2022年资本支出约为2亿美元,基于股票的薪酬支出和相关薪资税约为8亿美元,收购的无形资产摊销为6200万美元。公布财报后,Shopify盘前跌8.55%。","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616947392,"gmtCreate":1651382583228,"gmtModify":1651382583336,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a>55","listText":"<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$</a>55","text":"$戴尔(DELL)$55","images":[{"img":"https://static.tigerbbs.com/5b02006beef496923766b6f3d5e78642","width":"1080","height":"3768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616947392","isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":616949308,"gmtCreate":1651376492801,"gmtModify":1651376492871,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616949308","repostId":"1173045579","repostType":2,"repost":{"id":"1173045579","kind":"news","pubTimestamp":1651373762,"share":"https://www.laohu8.com/m/news/1173045579?lang=zh_CN&edition=full","pubTime":"2022-05-01 10:56","market":"us","language":"zh","title":"硬核科普: 美联储缩表是怎么缩的?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173045579","media":"华尔街见闻","summary":"而2020年疫情爆发以来,美联储的资产负债再度扩张2.25倍。","content":"<html><head></head><body><p>自从前美联储主席伯南克将QE带入美国货币政策框架,美联储的资产负债表便开启了易放难收的扩张之路。上一轮QE至QT期间(2009 年至 2019 年间),大规模的资产购买导致美联储的资产负债表增长了约4倍。</p><p>而2020年疫情爆发以来,美联储的资产负债再度扩张2.25倍。这导致当前美国金融体系内部流动性泛滥,ON RRP工具(可理解为非银机构闲置资金的蓄水池)用量维持在1.5万亿以上。</p><p>目前3月FOMC纪要对缩表计划做出了详细的讨论,表示最早将于5月的议息会议后开始缩表,而且速度要比前一轮更快。</p><p>在3月加息之前,联储曾连续发布了4篇文章预热加息的相关机制,这次缩表也没例外。资产购买如何增加美联储资产负债表的规模?减少再投资将如何减少资产负债表的规模?ON RRP工具的存在如何影响资产负债表径流的机制?杠杆NBFI和家庭在缩表过程中又会有些什么作用?</p><p>在这篇文章中,我们通过描述美联储资产负债表的变动机制来回答这些问题。</p><p><img src=\"https://static.tigerbbs.com/9172839fa320a8bd96168ab0a8789e40\" tg-width=\"474\" tg-height=\"285\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美联储如何扩大资产负债表</b></p><p>缩表总要从扩表说起,也就是大规模资产购买(QE)。我们首先描述美联储、财政部、银行业和非银行公众的简化资产负债表。以使我们能够专注于理解与美联储行动相关的机制所必需的要素。</p><p><img src=\"https://static.tigerbbs.com/d73165f3444816dce66e041a44db0271\" tg-width=\"484\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>美联储的资产负债表上,资产端为国债,负债端为各类账户持有人持有的存款。(包括银行准备金或财政部的现金余额。)</p><p>财政部资产负债表上,在美联储的“支票账户”(财政部普通账户,或TGA)中持有现金余额作为资产,并发行国债作为负债。</p><p>银行的资产负债表上,持有国库券和准备金作为资产,向公众提供银行存款为主要负债。</p><p>公众资产负债表上,持有国债和银行存款作为资产。与银行业和财政部相比,公众不能直接在美联储账户中持有余额。</p><p><b>美联储如何扩大资产负债表之——向银行购买,注入金融体系流动性</b></p><p>美联储通过发行更多准备金来购买银行持有的美国国债。即每购买1美元的证券,美联储的资产和负债都会增加1美元,总资产扩大1美元。而银行出售国债后,它们的国债资产减少,但准备金以同等数量增加,总资产不变。</p><p><img src=\"https://static.tigerbbs.com/d1c64bfc51be4155795d7ce7f87c948f\" tg-width=\"472\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>美联储如何扩大资产负债表之——向公众(个人与公司等)购买,注入社会流动性</b></p><p>当美联储向公众购买资产时,美联储的资产负债表如上面的例子一样。由于公众无法直接在美联储持有准备金。因此银行部门代为持有准备金,同时公众存款增加,公众的存款资产增加国债资产减少。三笔交易同时发生,美联储和银行的资产负债表同时扩张。</p><p><img src=\"https://static.tigerbbs.com/e3f1e1d7ee9535a13f9468d1eea5a59d\" tg-width=\"479\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>从美联储的角度来看,向谁购买国债并不重要。因为无论哪种情况,其资产负债表的规模都会增加相同的数量。</p><p>而银行业资产负债表的规模则取决于向谁购买。如果是向银行,那么银行业的资产负债表规模不变,但其结构会发生变化。如果是向非银行公众购买,那么银行业的资产负债表将同样扩张。</p><p>Demiralp、Ihrig和Klee所做的联储相关研究表明,美联储在大规模资产购买过程中购买的大部分资产来自非银行机构,也就是说银行业的资产负债表也在资产购买的过程中显著扩张。</p><p><b>如何被动缩表(停止再投资)</b></p><p>当美联储持有的国债到期,美联储不将到期证券的资金再投资,同时,财政部也不发行新证券的情况。那么财政部会通过将现金从TGA“转移”到美联储来偿付国债到期。美联储的资产减少,负债也减少,其资产负债表规模开始收缩。</p><p><img src=\"https://static.tigerbbs.com/e5e3d8efd4ec90c389450595e7cb4e90\" tg-width=\"472\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>但如果财政部在旧证券到期时发行新债券,那么这部分债券则必须要市场上的其他人来购买。</p><p>当银行购买财政部发行的新证券,银行准备金余额转移到财政部账户TGA,抵消了财政部偿付美联储的到期国债,银行在美联储的准备金减少。银行持有国债增加,准备金减少。这个过程结束时,美联储的资产负债表规模缩小了,财政部的资产负债表没有变化,银行业的资产负债表不变,但结构变化。</p><p><img src=\"https://static.tigerbbs.com/9cfc627d3962353070d55b4299933f40\" tg-width=\"475\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>当非银行公众购买新发行的国债,那么美联储的资产负债表同样缩小,银行准备金被公众用于购买新发国债,准备金减少,公众存款减少。银行资产负债表缩小。公众持有的国债增加,存款减少。</p><p><img src=\"https://static.tigerbbs.com/f050dd2aa7c00305ac0f5df9abdfd599\" tg-width=\"476\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>ON RRP工具如何影响缩表</b></p><p>在上一轮缩表过程中,即2017年隔夜逆回购 (ON RRP) 工具相当小(大部分时间里不到2000亿美元),相比之下,如今ON RRP的用量要大得多(2022年大部分时间超过1.5万亿美元)。</p><p>如果准备金是银行的安全垫,那么ON RRP用量则是非银金融机构的安全垫。以货币市场基金(MMFs)为例,其相当于前文所述的某个公众的角色,但其可在美联储的资产表中直接表现为ON RRP用量(这与其他公众不能在美联储直接存款略有差异)。</p><p><img src=\"https://static.tigerbbs.com/1a277affe5b50268120af69131539d48\" tg-width=\"322\" tg-height=\"211\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>那么当 MMFs购买新发行的国债时,MMFs既可以通过在银行提取存款,也可以通过减少ON RRP用量,甚至两者结合的方式来为其购买提供资金。</p><p>假设MMFs同时使用存款和ON RRP用量购买国债。在美联储的资产负债表中,持有国债资产减少1美元的同时,银行准备金和ON RRP用量总计减少1美元,总资产缩减。银行准备金和MMFs存款部分减少,资产负债表部分缩减。MMFs资产负债表中,在银行的存款减少,同时减少对 ON RRP用量的占用,结构发生变化。</p><p><img src=\"https://static.tigerbbs.com/573597c17e3c92e848f51df1319dc6ae\" tg-width=\"474\" tg-height=\"307\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>可以看到,美联储缩表1美元的效果会被MMFs的ON RRP用量所抵消,对银行资产负债表的和准备金的影响减半。</p><p><b><u>从目前ON RRP用量在2万亿,而美联储缩表的计划上限为每月950亿来看,即便完全使用ON RRP至疫情前常规水平,也能有12-17个月的缓冲期。</u></b></p><p>当然金融条件的收紧定然不是线性的,况且由于MMFs只能购买短期国债和浮动利率债券,因此只有当这些证券大量发行时,MMFs才能吸收美联储资产负债表缩减的很大部分。此外,MMFs购买国债的愿意也取决于国债与银行存款、ON RRP投资的利差。</p><p>不过,由于MMFs行业的很大部分(政府基金)不能投资于银行存款,因此MMFs购买国债同样可能会更倾向于减少ON RRP用量来融资。</p><p><b>杠杆 NBFI和家庭的作用</b></p><p>当新发行的美国国债被杠杆非银行金融机构 (NBFI)(例如对冲基金或非银行交易商)和家庭购买时,私营部门资产负债表的调整可能更为复杂,涉及跨市场和机构的流动金额将超过私人部门证券持有的净增加值。</p><p>杠杆NBFI——即通过债务(例如,通过在回购市场借款)为其大部分资产融资的非银金融机构。</p><p>我们在简化的资产负债表中加入此类非银行金融机构,并增加杠杆科目:贷款(Loans)以及与非银行金融机构的逆回购回购(Repos)。</p><p><img src=\"https://static.tigerbbs.com/21fdd8b804e968e6cd59969a2305d51b\" tg-width=\"474\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>当杠杆NBFI购买1美元新发国债时,NBFI通过银行回购(0.5美元)和 MMF(0.5美元)为购债融资,并以新发国债作为抵押品。</p><p>NBFI的资产增加1美元,负债增加1美元回购借款,总资产规模扩大1美元。</p><p>银行通过逆回购向NBFI提供贷款。银行资产负债表的规模不变,但资产构成发生变化(准备金减少,回购贷款增加)。</p><p>同样,MMF 通过逆回购向NBFI提供贷款。MMF的资产负债表规模不变,但资产构成发生变化(ON RRP余额减少,回购贷款增加)。</p><p><b><u>可以看到在这样的情况下,美联储缩表被信贷扩张(金融系统杠杆增加)所抵消,私营部门的总资产甚至有所扩张。</u></b></p><p><img src=\"https://static.tigerbbs.com/ca177a2c8ce91321c63a80e9ec51d8aa\" tg-width=\"471\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>当新发行的美国国债通过杠杆交易商后最终被家庭购买,由于家庭部门的不同,且他们将储蓄保存在不同类型的资产中。因此假设家庭通过减少银行存款(0.5美元)、持有的 MMF 份额(0.25美元),以及在NBFI的现金余额(0.25美元)来购买新发国债。</p><p>当家庭购买1美元国债时,家庭资产负债表的规模没有变化,但家庭资产的构成发生了变化(国债持有量增加;银行存款减少,货币基金份额减少,非银行金融机构现金账户余额减少)。</p><p>MMF通过减少ON RRP的用量来应对家庭投资的减少。MMF的资产负债表收缩0.25美元。</p><p>杠杆 NBFI 通过银行借款来弥补家庭现金余额的减少(0.25美元)。当然NBFI也可以从 MMF 中借款,此处仅为简单举例。NBFI的资产负债表规模不变,但负债构成发生了变化(现金余额减少,银行贷款增加)。</p><p>银行因家庭存款减少0.5美元以及为贷款提供资金减少0.25美元合计减少0.75美元准备金。银行同时向NBFI发放贷款(0.25美元)以弥补家庭对NFBI的资金流出。整体资产负债表缩减了0.5美元。</p><p><img src=\"https://static.tigerbbs.com/bac90e46ab67d091ca463196565261d5\" tg-width=\"467\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><b>END</b></p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>硬核科普: 美联储缩表是怎么缩的?</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硬核科普: 美联储缩表是怎么缩的?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-01 10:56 北京时间 <a href=https://wallstreetcn.com/articles/3658355><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自从前美联储主席伯南克将QE带入美国货币政策框架,美联储的资产负债表便开启了易放难收的扩张之路。上一轮QE至QT期间(2009 年至 2019 年间),大规模的资产购买导致美联储的资产负债表增长了约4倍。而2020年疫情爆发以来,美联储的资产负债再度扩张2.25倍。这导致当前美国金融体系内部流动性泛滥,ON RRP工具(可理解为非银机构闲置资金的蓄水池)用量维持在1.5万亿以上。目前3月FOMC...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3658355\">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/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3658355","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1173045579","content_text":"自从前美联储主席伯南克将QE带入美国货币政策框架,美联储的资产负债表便开启了易放难收的扩张之路。上一轮QE至QT期间(2009 年至 2019 年间),大规模的资产购买导致美联储的资产负债表增长了约4倍。而2020年疫情爆发以来,美联储的资产负债再度扩张2.25倍。这导致当前美国金融体系内部流动性泛滥,ON RRP工具(可理解为非银机构闲置资金的蓄水池)用量维持在1.5万亿以上。目前3月FOMC纪要对缩表计划做出了详细的讨论,表示最早将于5月的议息会议后开始缩表,而且速度要比前一轮更快。在3月加息之前,联储曾连续发布了4篇文章预热加息的相关机制,这次缩表也没例外。资产购买如何增加美联储资产负债表的规模?减少再投资将如何减少资产负债表的规模?ON RRP工具的存在如何影响资产负债表径流的机制?杠杆NBFI和家庭在缩表过程中又会有些什么作用?在这篇文章中,我们通过描述美联储资产负债表的变动机制来回答这些问题。美联储如何扩大资产负债表缩表总要从扩表说起,也就是大规模资产购买(QE)。我们首先描述美联储、财政部、银行业和非银行公众的简化资产负债表。以使我们能够专注于理解与美联储行动相关的机制所必需的要素。美联储的资产负债表上,资产端为国债,负债端为各类账户持有人持有的存款。(包括银行准备金或财政部的现金余额。)财政部资产负债表上,在美联储的“支票账户”(财政部普通账户,或TGA)中持有现金余额作为资产,并发行国债作为负债。银行的资产负债表上,持有国库券和准备金作为资产,向公众提供银行存款为主要负债。公众资产负债表上,持有国债和银行存款作为资产。与银行业和财政部相比,公众不能直接在美联储账户中持有余额。美联储如何扩大资产负债表之——向银行购买,注入金融体系流动性美联储通过发行更多准备金来购买银行持有的美国国债。即每购买1美元的证券,美联储的资产和负债都会增加1美元,总资产扩大1美元。而银行出售国债后,它们的国债资产减少,但准备金以同等数量增加,总资产不变。美联储如何扩大资产负债表之——向公众(个人与公司等)购买,注入社会流动性当美联储向公众购买资产时,美联储的资产负债表如上面的例子一样。由于公众无法直接在美联储持有准备金。因此银行部门代为持有准备金,同时公众存款增加,公众的存款资产增加国债资产减少。三笔交易同时发生,美联储和银行的资产负债表同时扩张。从美联储的角度来看,向谁购买国债并不重要。因为无论哪种情况,其资产负债表的规模都会增加相同的数量。而银行业资产负债表的规模则取决于向谁购买。如果是向银行,那么银行业的资产负债表规模不变,但其结构会发生变化。如果是向非银行公众购买,那么银行业的资产负债表将同样扩张。Demiralp、Ihrig和Klee所做的联储相关研究表明,美联储在大规模资产购买过程中购买的大部分资产来自非银行机构,也就是说银行业的资产负债表也在资产购买的过程中显著扩张。如何被动缩表(停止再投资)当美联储持有的国债到期,美联储不将到期证券的资金再投资,同时,财政部也不发行新证券的情况。那么财政部会通过将现金从TGA“转移”到美联储来偿付国债到期。美联储的资产减少,负债也减少,其资产负债表规模开始收缩。但如果财政部在旧证券到期时发行新债券,那么这部分债券则必须要市场上的其他人来购买。当银行购买财政部发行的新证券,银行准备金余额转移到财政部账户TGA,抵消了财政部偿付美联储的到期国债,银行在美联储的准备金减少。银行持有国债增加,准备金减少。这个过程结束时,美联储的资产负债表规模缩小了,财政部的资产负债表没有变化,银行业的资产负债表不变,但结构变化。当非银行公众购买新发行的国债,那么美联储的资产负债表同样缩小,银行准备金被公众用于购买新发国债,准备金减少,公众存款减少。银行资产负债表缩小。公众持有的国债增加,存款减少。ON RRP工具如何影响缩表在上一轮缩表过程中,即2017年隔夜逆回购 (ON RRP) 工具相当小(大部分时间里不到2000亿美元),相比之下,如今ON RRP的用量要大得多(2022年大部分时间超过1.5万亿美元)。如果准备金是银行的安全垫,那么ON RRP用量则是非银金融机构的安全垫。以货币市场基金(MMFs)为例,其相当于前文所述的某个公众的角色,但其可在美联储的资产表中直接表现为ON RRP用量(这与其他公众不能在美联储直接存款略有差异)。那么当 MMFs购买新发行的国债时,MMFs既可以通过在银行提取存款,也可以通过减少ON RRP用量,甚至两者结合的方式来为其购买提供资金。假设MMFs同时使用存款和ON RRP用量购买国债。在美联储的资产负债表中,持有国债资产减少1美元的同时,银行准备金和ON RRP用量总计减少1美元,总资产缩减。银行准备金和MMFs存款部分减少,资产负债表部分缩减。MMFs资产负债表中,在银行的存款减少,同时减少对 ON RRP用量的占用,结构发生变化。可以看到,美联储缩表1美元的效果会被MMFs的ON RRP用量所抵消,对银行资产负债表的和准备金的影响减半。从目前ON RRP用量在2万亿,而美联储缩表的计划上限为每月950亿来看,即便完全使用ON RRP至疫情前常规水平,也能有12-17个月的缓冲期。当然金融条件的收紧定然不是线性的,况且由于MMFs只能购买短期国债和浮动利率债券,因此只有当这些证券大量发行时,MMFs才能吸收美联储资产负债表缩减的很大部分。此外,MMFs购买国债的愿意也取决于国债与银行存款、ON RRP投资的利差。不过,由于MMFs行业的很大部分(政府基金)不能投资于银行存款,因此MMFs购买国债同样可能会更倾向于减少ON RRP用量来融资。杠杆 NBFI和家庭的作用当新发行的美国国债被杠杆非银行金融机构 (NBFI)(例如对冲基金或非银行交易商)和家庭购买时,私营部门资产负债表的调整可能更为复杂,涉及跨市场和机构的流动金额将超过私人部门证券持有的净增加值。杠杆NBFI——即通过债务(例如,通过在回购市场借款)为其大部分资产融资的非银金融机构。我们在简化的资产负债表中加入此类非银行金融机构,并增加杠杆科目:贷款(Loans)以及与非银行金融机构的逆回购回购(Repos)。当杠杆NBFI购买1美元新发国债时,NBFI通过银行回购(0.5美元)和 MMF(0.5美元)为购债融资,并以新发国债作为抵押品。NBFI的资产增加1美元,负债增加1美元回购借款,总资产规模扩大1美元。银行通过逆回购向NBFI提供贷款。银行资产负债表的规模不变,但资产构成发生变化(准备金减少,回购贷款增加)。同样,MMF 通过逆回购向NBFI提供贷款。MMF的资产负债表规模不变,但资产构成发生变化(ON RRP余额减少,回购贷款增加)。可以看到在这样的情况下,美联储缩表被信贷扩张(金融系统杠杆增加)所抵消,私营部门的总资产甚至有所扩张。当新发行的美国国债通过杠杆交易商后最终被家庭购买,由于家庭部门的不同,且他们将储蓄保存在不同类型的资产中。因此假设家庭通过减少银行存款(0.5美元)、持有的 MMF 份额(0.25美元),以及在NBFI的现金余额(0.25美元)来购买新发国债。当家庭购买1美元国债时,家庭资产负债表的规模没有变化,但家庭资产的构成发生了变化(国债持有量增加;银行存款减少,货币基金份额减少,非银行金融机构现金账户余额减少)。MMF通过减少ON RRP的用量来应对家庭投资的减少。MMF的资产负债表收缩0.25美元。杠杆 NBFI 通过银行借款来弥补家庭现金余额的减少(0.25美元)。当然NBFI也可以从 MMF 中借款,此处仅为简单举例。NBFI的资产负债表规模不变,但负债构成发生了变化(现金余额减少,银行贷款增加)。银行因家庭存款减少0.5美元以及为贷款提供资金减少0.25美元合计减少0.75美元准备金。银行同时向NBFI发放贷款(0.25美元)以弥补家庭对NFBI的资金流出。整体资产负债表缩减了0.5美元。END","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616981476,"gmtCreate":1651323695504,"gmtModify":1651323695621,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>666","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>666","text":"$Coinbase Global, Inc.(COIN)$666","images":[{"img":"https://static.tigerbbs.com/bde434329c6fdc6db4dd042200774b9b","width":"1080","height":"3768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616981476","isVote":1,"tweetType":1,"viewCount":2370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":616981506,"gmtCreate":1651323626705,"gmtModify":1651323626787,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616981506","repostId":"616062571","repostType":1,"repost":{"id":616062571,"gmtCreate":1651240777550,"gmtModify":1717889231211,"author":{"id":"3557224745692662","authorId":"3557224745692662","name":"至简量化","avatar":"https://static.tigerbbs.com/f0c1a2d371c05daf7eafaa99003bcaa4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557224745692662","idStr":"3557224745692662"},"themes":[],"title":"国家真的开始在意股民了","htmlText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","listText":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 1M的5日均线4.北上资金情况北上资金净流入42.46亿,外资持续外流暂告一段落。北上资金5.行业热度分析行业上涨多跌少。下跌的只有农林牧渔和银行,食品饮料今天也比较弱势。涨幅最高的依次是传媒、计算机、国防军工、家用电器,电力设备也有较高涨幅。整体来看市场风险偏好明显回升。锂电龙头宁德时代借着政策刺激再次收复400元大关,不过盘后传出了一季报暴雷的消息。行业热度上,综合、房地产、社会服务热度最高,农林牧渔热度跌出前三,可能会迎来一波调整。行业涨跌幅行业板块热度6.财报选评按规定4月30日是上市公司年报和一季报披露的最后一天,明天是假期,所以到今天基本所有的公司都已经发布了年报和一季报。前天提到了隆基股份的一季报超预期,到今天隆基已经连续三天大涨。今天又公布了一批财报,最值得关注的无疑是宁德时代。宁德时代一季度营业收入486.78亿,同比增长153.97%,净利润却只有14.93亿,同比减少23.62%,扣非","text":"1.整体情况在人民币兑美元继续贬值的背景下,上午股市萎靡不振,本来以为今天没戏了,结果午睡醒来收到一堆消息推送,中央开会定了很多调,再打开股票软件,发现已经直线拉升上去了。选在盘中放消息,也可见中央呵护金融市场的用心。个股涨多跌少,上涨个股接近4500家,只有两百多家下跌,实属罕见。其中涨停247家,跌停32家,两市成交额0.97万亿,较上一交易日增加1246亿,市场情绪极好。2.涨跌数据分析本日沪深300成分股上涨259个,下跌36个;中证500成分股上涨472个,下跌27个;创业板上涨93个,下跌7个。指数与腾落线走势基本一致,没有明显背离。指数与腾落线3.流动性分析Shibor 1M较上一交易日下降1.7BP,Shibor 1M 5日均线向下,根据我们择时量化模型,流动性有放松趋势,应适当增加仓位。2021年Shibor 1M与沪深300走势2021年Shibor 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港股市场 4月28日讯,港股三大指数高开,恒指涨0.86%,国指涨0.97%,恒生科技指数涨1.52%。 盘面上,国常会强调促进平台经济健康发展,大型科技股齐涨,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨4%,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨近4%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、快手均有涨幅;煤炭股、电力股、光伏股涨幅靠前,中煤能源、龙源电力表现较佳,生物科技股、互联网医疗股、海运股、保险股纷纷上涨,餐饮股继续反弹,<a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> 涨近4%;另一方面,半导体股、濠赌股、汽车股部分下跌,中芯国际跌近3%。 美股市场 美股周三收盘涨跌不一,纳指创2020年12月14日以来的最低收盘价。<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 的财报喜忧参半,以科技股为主的纳指正处于熊市区域,投资者正在关注科技公司的业绩能否证明先前的激烈抛售是正确的。投资者关注俄罗斯天然气供应减少对欧洲经济的影响","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月28日讯,港股三大指数高开,恒指涨0.86%,国指涨0.97%,恒生科技指数涨1.52%。 盘面上,国常会强调促进平台经济健康发展,大型科技股齐涨,<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 涨4%,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨近4%,<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、快手均有涨幅;煤炭股、电力股、光伏股涨幅靠前,中煤能源、龙源电力表现较佳,生物科技股、互联网医疗股、海运股、保险股纷纷上涨,餐饮股继续反弹,<a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> 涨近4%;另一方面,半导体股、濠赌股、汽车股部分下跌,中芯国际跌近3%。 美股市场 美股周三收盘涨跌不一,纳指创2020年12月14日以来的最低收盘价。<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 的财报喜忧参半,以科技股为主的纳指正处于熊市区域,投资者正在关注科技公司的业绩能否证明先前的激烈抛售是正确的。投资者关注俄罗斯天然气供应减少对欧洲经济的影响","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 4月28日讯,港股三大指数高开,恒指涨0.86%,国指涨0.97%,恒生科技指数涨1.52%。 盘面上,国常会强调促进平台经济健康发展,大型科技股齐涨,$阿里巴巴-SW(09988)$ 涨4%,$百度集团-SW(09888)$ 、$京东集团-SW(09618)$ 涨近4%,$腾讯控股(00700)$ 、$美团-W(03690)$ 、快手均有涨幅;煤炭股、电力股、光伏股涨幅靠前,中煤能源、龙源电力表现较佳,生物科技股、互联网医疗股、海运股、保险股纷纷上涨,餐饮股继续反弹,$九毛九(09922)$ 涨近4%;另一方面,半导体股、濠赌股、汽车股部分下跌,中芯国际跌近3%。 美股市场 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的财报喜忧参半,以科技股为主的纳指正处于熊市区域,投资者正在关注科技公司的业绩能否证明先前的激烈抛售是正确的。投资者关注俄罗斯天然气供应减少对欧洲经济的影响","images":[{"img":"https://static.tigerbbs.com/97b7e6500ecf68c4ad1b960e8a9a77e5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618569729","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618730581,"gmtCreate":1651192826360,"gmtModify":1651192826468,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"看","listText":"看","text":"看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618730581","repostId":"618238714","repostType":1,"repost":{"id":618238714,"gmtCreate":1651045904220,"gmtModify":1651049362044,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"VIX再上$30,TSLA一夜暴跌千亿,还值得拥有吗?","htmlText":"you跌懵了,VIX收涨在$30 上方,波动率可能还得高位持续一阵,到下周美联储议息会议落地,下周美联储如果仅是加息50bp,当前市场已经充分计入,完全不用担心,市场会回来的。如果加息超过这个预期,我也不知道了。 今天简单看看大盘和主要标的。三大指数败下年线,其中纳斯达克率先跌破3月的低点,3月的低点看起来不是一个强有力的支撑位,这里可能会有资金赌双底,但不太强势。继续在这里下探的可能性更大,又或者是小反弹然后继续下探。纳斯达克下一个关键位置在12000点附近,也就4%,现在距离5月4日公布加息结果还有6个交易日,通常先跌先price in 肯定是更好一些。在11大板块里面,科技股领跌,科技板块里面当属半导体跌最狠。虽然下图显示XLY 可选消费跌最狠,但是可选消费刨除占比超过20%的两个特斯拉跌了12%,亚马逊跌了4.5%,其他都跑赢大盘。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌了这么多着实没想到,没想到MUSK收一个Twitter,老巢跌去两个Twitter。关于MUSK收购Twitter对特斯拉有什么影响,老虎的这篇文章说的很清楚了,大家可以点去看看,<a href=\"https://laohu8.com/NW/2230433051\" target=\"_blank\">特斯拉暴跌,市场在担心什么?买下推特,马斯克可能破产?</a> 我不这么悲观,MUSK怎么能让自己破产?他可是首富男人。MUSK今时今日还会被银行牵着走吗?我觉得这个跌幅有点过度悲观,也可能是本来市场就不好,趁着这个trigger 就使劲儿砸盘,我个人对特斯拉是有信仰的。 对于自己长期看好的股票选择低买,而不做高空。我仍然持有TSLA的Sell Put,愿意在任何800多的价格加仓TSLA。如果从上次底部700来找支撑,TSLA这次","listText":"you跌懵了,VIX收涨在$30 上方,波动率可能还得高位持续一阵,到下周美联储议息会议落地,下周美联储如果仅是加息50bp,当前市场已经充分计入,完全不用担心,市场会回来的。如果加息超过这个预期,我也不知道了。 今天简单看看大盘和主要标的。三大指数败下年线,其中纳斯达克率先跌破3月的低点,3月的低点看起来不是一个强有力的支撑位,这里可能会有资金赌双底,但不太强势。继续在这里下探的可能性更大,又或者是小反弹然后继续下探。纳斯达克下一个关键位置在12000点附近,也就4%,现在距离5月4日公布加息结果还有6个交易日,通常先跌先price in 肯定是更好一些。在11大板块里面,科技股领跌,科技板块里面当属半导体跌最狠。虽然下图显示XLY 可选消费跌最狠,但是可选消费刨除占比超过20%的两个特斯拉跌了12%,亚马逊跌了4.5%,其他都跑赢大盘。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌了这么多着实没想到,没想到MUSK收一个Twitter,老巢跌去两个Twitter。关于MUSK收购Twitter对特斯拉有什么影响,老虎的这篇文章说的很清楚了,大家可以点去看看,<a href=\"https://laohu8.com/NW/2230433051\" target=\"_blank\">特斯拉暴跌,市场在担心什么?买下推特,马斯克可能破产?</a> 我不这么悲观,MUSK怎么能让自己破产?他可是首富男人。MUSK今时今日还会被银行牵着走吗?我觉得这个跌幅有点过度悲观,也可能是本来市场就不好,趁着这个trigger 就使劲儿砸盘,我个人对特斯拉是有信仰的。 对于自己长期看好的股票选择低买,而不做高空。我仍然持有TSLA的Sell Put,愿意在任何800多的价格加仓TSLA。如果从上次底部700来找支撑,TSLA这次","text":"you跌懵了,VIX收涨在$30 上方,波动率可能还得高位持续一阵,到下周美联储议息会议落地,下周美联储如果仅是加息50bp,当前市场已经充分计入,完全不用担心,市场会回来的。如果加息超过这个预期,我也不知道了。 今天简单看看大盘和主要标的。三大指数败下年线,其中纳斯达克率先跌破3月的低点,3月的低点看起来不是一个强有力的支撑位,这里可能会有资金赌双底,但不太强势。继续在这里下探的可能性更大,又或者是小反弹然后继续下探。纳斯达克下一个关键位置在12000点附近,也就4%,现在距离5月4日公布加息结果还有6个交易日,通常先跌先price in 肯定是更好一些。在11大板块里面,科技股领跌,科技板块里面当属半导体跌最狠。虽然下图显示XLY 可选消费跌最狠,但是可选消费刨除占比超过20%的两个特斯拉跌了12%,亚马逊跌了4.5%,其他都跑赢大盘。$特斯拉(TSLA)$ 跌了这么多着实没想到,没想到MUSK收一个Twitter,老巢跌去两个Twitter。关于MUSK收购Twitter对特斯拉有什么影响,老虎的这篇文章说的很清楚了,大家可以点去看看,特斯拉暴跌,市场在担心什么?买下推特,马斯克可能破产? 我不这么悲观,MUSK怎么能让自己破产?他可是首富男人。MUSK今时今日还会被银行牵着走吗?我觉得这个跌幅有点过度悲观,也可能是本来市场就不好,趁着这个trigger 就使劲儿砸盘,我个人对特斯拉是有信仰的。 对于自己长期看好的股票选择低买,而不做高空。我仍然持有TSLA的Sell Put,愿意在任何800多的价格加仓TSLA。如果从上次底部700来找支撑,TSLA这次","images":[{"img":"https://static.tigerbbs.com/8ec11b7a7bffd58a2e5e3e51c1900a20","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3100c987aee4d1ec8a07a29de1229438","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ce5da1b9f6ddfddc55f2cdd5eaed4b39","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618238714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618730203,"gmtCreate":1651192816898,"gmtModify":1651192817017,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"看","listText":"看","text":"看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618730203","repostId":"618238714","repostType":1,"repost":{"id":618238714,"gmtCreate":1651045904220,"gmtModify":1651049362044,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"VIX再上$30,TSLA一夜暴跌千亿,还值得拥有吗?","htmlText":"you跌懵了,VIX收涨在$30 上方,波动率可能还得高位持续一阵,到下周美联储议息会议落地,下周美联储如果仅是加息50bp,当前市场已经充分计入,完全不用担心,市场会回来的。如果加息超过这个预期,我也不知道了。 今天简单看看大盘和主要标的。三大指数败下年线,其中纳斯达克率先跌破3月的低点,3月的低点看起来不是一个强有力的支撑位,这里可能会有资金赌双底,但不太强势。继续在这里下探的可能性更大,又或者是小反弹然后继续下探。纳斯达克下一个关键位置在12000点附近,也就4%,现在距离5月4日公布加息结果还有6个交易日,通常先跌先price in 肯定是更好一些。在11大板块里面,科技股领跌,科技板块里面当属半导体跌最狠。虽然下图显示XLY 可选消费跌最狠,但是可选消费刨除占比超过20%的两个特斯拉跌了12%,亚马逊跌了4.5%,其他都跑赢大盘。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌了这么多着实没想到,没想到MUSK收一个Twitter,老巢跌去两个Twitter。关于MUSK收购Twitter对特斯拉有什么影响,老虎的这篇文章说的很清楚了,大家可以点去看看,<a href=\"https://laohu8.com/NW/2230433051\" target=\"_blank\">特斯拉暴跌,市场在担心什么?买下推特,马斯克可能破产?</a> 我不这么悲观,MUSK怎么能让自己破产?他可是首富男人。MUSK今时今日还会被银行牵着走吗?我觉得这个跌幅有点过度悲观,也可能是本来市场就不好,趁着这个trigger 就使劲儿砸盘,我个人对特斯拉是有信仰的。 对于自己长期看好的股票选择低买,而不做高空。我仍然持有TSLA的Sell Put,愿意在任何800多的价格加仓TSLA。如果从上次底部700来找支撑,TSLA这次","listText":"you跌懵了,VIX收涨在$30 上方,波动率可能还得高位持续一阵,到下周美联储议息会议落地,下周美联储如果仅是加息50bp,当前市场已经充分计入,完全不用担心,市场会回来的。如果加息超过这个预期,我也不知道了。 今天简单看看大盘和主要标的。三大指数败下年线,其中纳斯达克率先跌破3月的低点,3月的低点看起来不是一个强有力的支撑位,这里可能会有资金赌双底,但不太强势。继续在这里下探的可能性更大,又或者是小反弹然后继续下探。纳斯达克下一个关键位置在12000点附近,也就4%,现在距离5月4日公布加息结果还有6个交易日,通常先跌先price in 肯定是更好一些。在11大板块里面,科技股领跌,科技板块里面当属半导体跌最狠。虽然下图显示XLY 可选消费跌最狠,但是可选消费刨除占比超过20%的两个特斯拉跌了12%,亚马逊跌了4.5%,其他都跑赢大盘。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 跌了这么多着实没想到,没想到MUSK收一个Twitter,老巢跌去两个Twitter。关于MUSK收购Twitter对特斯拉有什么影响,老虎的这篇文章说的很清楚了,大家可以点去看看,<a href=\"https://laohu8.com/NW/2230433051\" target=\"_blank\">特斯拉暴跌,市场在担心什么?买下推特,马斯克可能破产?</a> 我不这么悲观,MUSK怎么能让自己破产?他可是首富男人。MUSK今时今日还会被银行牵着走吗?我觉得这个跌幅有点过度悲观,也可能是本来市场就不好,趁着这个trigger 就使劲儿砸盘,我个人对特斯拉是有信仰的。 对于自己长期看好的股票选择低买,而不做高空。我仍然持有TSLA的Sell Put,愿意在任何800多的价格加仓TSLA。如果从上次底部700来找支撑,TSLA这次","text":"you跌懵了,VIX收涨在$30 上方,波动率可能还得高位持续一阵,到下周美联储议息会议落地,下周美联储如果仅是加息50bp,当前市场已经充分计入,完全不用担心,市场会回来的。如果加息超过这个预期,我也不知道了。 今天简单看看大盘和主要标的。三大指数败下年线,其中纳斯达克率先跌破3月的低点,3月的低点看起来不是一个强有力的支撑位,这里可能会有资金赌双底,但不太强势。继续在这里下探的可能性更大,又或者是小反弹然后继续下探。纳斯达克下一个关键位置在12000点附近,也就4%,现在距离5月4日公布加息结果还有6个交易日,通常先跌先price in 肯定是更好一些。在11大板块里面,科技股领跌,科技板块里面当属半导体跌最狠。虽然下图显示XLY 可选消费跌最狠,但是可选消费刨除占比超过20%的两个特斯拉跌了12%,亚马逊跌了4.5%,其他都跑赢大盘。$特斯拉(TSLA)$ 跌了这么多着实没想到,没想到MUSK收一个Twitter,老巢跌去两个Twitter。关于MUSK收购Twitter对特斯拉有什么影响,老虎的这篇文章说的很清楚了,大家可以点去看看,特斯拉暴跌,市场在担心什么?买下推特,马斯克可能破产? 我不这么悲观,MUSK怎么能让自己破产?他可是首富男人。MUSK今时今日还会被银行牵着走吗?我觉得这个跌幅有点过度悲观,也可能是本来市场就不好,趁着这个trigger 就使劲儿砸盘,我个人对特斯拉是有信仰的。 对于自己长期看好的股票选择低买,而不做高空。我仍然持有TSLA的Sell Put,愿意在任何800多的价格加仓TSLA。如果从上次底部700来找支撑,TSLA这次","images":[{"img":"https://static.tigerbbs.com/8ec11b7a7bffd58a2e5e3e51c1900a20","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/3100c987aee4d1ec8a07a29de1229438","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ce5da1b9f6ddfddc55f2cdd5eaed4b39","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618238714","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618730699,"gmtCreate":1651192804012,"gmtModify":1651192804114,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"看看","listText":"看看","text":"看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618730699","repostId":"618202911","repostType":1,"repost":{"id":618202911,"gmtCreate":1651039451775,"gmtModify":1651044030617,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"推特“姓马”了,马斯克却可能要破产了,你怎么看","htmlText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了“","listText":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了“","text":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 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content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘 | 美股开盘涨跌不一,知乎涨近5%</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{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘 | 美股开盘涨跌不一,知乎涨近5%\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\">2022-04-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月8日,美股开盘涨跌不一,道琼斯指数开盘上涨29.90点,涨幅0.09%,报34613.47点;标普500指数开盘下跌5.31点,跌幅0.12%,报4494.90点;纳斯达克综合指数开盘下跌65.01点,跌幅0.47%,报13832.29点。</p><p><img src=\"https://static.tigerbbs.com/6c8a5530d15ef40ad6aba90cee0a0c87\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/ZH\">知乎</a>涨近5%,公司通过港交所上市聆讯。</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>跌超2%,此前公司收到纳斯达克通知,称其不符合纳斯达克继续上市规则。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"BK4539":"次新股","02390":"知乎-W",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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21:38","market":"other","language":"zh","title":"WSB概念股盘初走低,AMC院线跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126198743","media":"老虎资讯综合","summary":"4月8日,WSB概念股盘初走低,AMC院线跌超4%,游戏驿站、高斯电子跌超3%,Roblox均跌超3%。","content":"<html><head></head><body><p>4月8日,WSB概念股盘初走低,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超4%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌超3%,<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>均跌超3%。</p><p><img src=\"https://static.tigerbbs.com/380e0a0f22f3f598f77e215332263f87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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\" 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21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月8日,WSB概念股盘初走低,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超4%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌超3%,<a href=\"https://laohu8.com/S/RBLX\">Roblox</a>均跌超3%。</p><p><img src=\"https://static.tigerbbs.com/380e0a0f22f3f598f77e215332263f87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"RBLX":"Roblox 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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李迅雷:中概股和港股已经超跌了,走稳回升基本确定\n</h2>\n\n<h4 class=\"meta\">\n\n2022-04-04 09:24 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“中概股和港股实际上已经是超跌了。”近日,中泰证券首席经济学家李迅雷接受券商中国记者专访时谈到,这次金融委专题会议,针对投资者担忧的问题,均做出了正面的回应,基本消除了大家的疑虑。未来中概股和港股的走稳回升,也基本可以确定。编者按:最近,国内外新冠肺炎疫情、国际地缘政治、大宗商品市场等变数陡增,给中国经济增长和全球经济复苏带来新的重大挑战。国务院金融委“3·16”会议以及国常会“3·21”会议均...</p>\n\n<a href=\"\">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/5c9884213a8a4b0eb15fd37886d88e5d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224379614","content_text":"“中概股和港股实际上已经是超跌了。”近日,中泰证券首席经济学家李迅雷接受券商中国记者专访时谈到,这次金融委专题会议,针对投资者担忧的问题,均做出了正面的回应,基本消除了大家的疑虑。未来中概股和港股的走稳回升,也基本可以确定。编者按:最近,国内外新冠肺炎疫情、国际地缘政治、大宗商品市场等变数陡增,给中国经济增长和全球经济复苏带来新的重大挑战。国务院金融委“3·16”会议以及国常会“3·21”会议均明确提出,要采取有针对性措施稳定预期,稳定资本市场发展。信心比黄金更宝贵,证券时报·券商中国3月27日起推出各方建言“提振市场信心 稳定资本市场”系列报道,通过广泛采访证券界、基金界、创投界等机构人士,专家学者以及上市公司、企业界代表,倾听市场声音,汇聚各方智慧,凝聚更多共识,共同为稳定资本市场贡献力量!“中概股和港股实际上已经是超跌了。”近日,中泰证券首席经济学家李迅雷接受券商中国记者专访时谈到,这次金融委专题会议,针对投资者担忧的问题,均做出了正面的回应,基本消除了大家的疑虑。未来中概股和港股的走稳回升,也基本可以确定。李迅雷还表示,从机会的角度看,经济转型带来的机会非常大,如双碳经济下,新能源、节能储能、环保、电子、先进制造等行业的增长会进一步提速。在金融加快对外开放的背景下,如何抵御境外市场波动对A股市场影响?李迅雷在接受券商中国记者采访时,对我国资本市场的规范和发展提出了诸多建议。其中,他提到“采取更加刚性的约束,鼓励我国企业,特别是现金流较好的企业,注重提高分红比例,以增加企业的回报率”。李雪雷还指出,当前保险行业中九成公司配置股票比例低于10%,与监管部门给予的45%的上限相距甚远。他建议对于企业年金、保险等长期机构投资产品,给予包括增值税减免在内的税收激励优惠;同时,对于保险等机构所进行的长期投资,可以设置以“成本法”计价的“长期股权投资”会计科目改革,解决市场高波动与其对于净值回撤容忍度较低之间的矛盾,从而吸引长期资金入市。李迅雷还建议,进一步加大人民币国际化的步伐,提升中国资本市场双向开放的力度;建议更大范围内允许境外资金投资于境内资本市场,逐渐丰富金融期货国际化品种的供给,鼓励境内外金融机构的跨境展业。中概股和港股的走稳回升基本可确定券商中国记者:国务院金融委“3.16”会议研究了宏观经济运行、房地产企业、中概股等相关问题。请问您如何看待当前的宏观经济运行?李迅雷:中国1-2月份的经济数据已经公布,各项指数略超预期,表明中国经济的韧性还是比较好,同时政策发力前置,已经呈现出积极效果。当前中国经济面临潜在增速下行的压力,尤其是在外部环境面临很大不确定性的背景下。例如,俄乌冲突何时结束?美国的高通胀下,美联储的加息和缩表都会影响美国经济增速,也会导致美元从新兴市场流出。同时,中国经济正处在转型过程中,也面临较大的挑战。例如,我国经济长期以来对房地产的依赖度较高,但从经济转型的角度看,一定要坚持房住不炒原则。然而在今年GDP目标5.5%的背景下,只靠基建投资,就很难实现该目标。所以,既要让房地产投资增速不要出现大滑坡,又要降低对房地产的依赖度,这个挑战就比较大。从机会的角度看,经济转型带来的机会非常大,如双碳经济下,新能源、节能储能、环保、电子、先进制造等行业的增长会进一步提速。预期上半年中国经济比去年下半年有明显起色。券商中国记者:近期中概股及香港金融市场稳定问题也受到资本市场关切,对此您的看法是什么?李迅雷:中概股和港股实际上已经是超跌了,超跌的因素比较复杂。首先,去年开始,我国提出反垄断和防止资本无序扩张,对房地产、医疗、教育、互联网等行业中存在的诸多问题进行整治和规范,以实现公平竞争的营商环境和公共服务均等化的目标。这对过去投资中概股的投资者而言,有了一个预期差;其次,美国的SEC对中概股监管要求提高,如增加了对中国企业赴美上市的信息披露要求,将5家中概股公司列入暂定清单,甚至提出了审计方面的诸多要求,使得中概股退市风险大幅提升;第三,俄乌冲突之后,投资者担心中国部分企业可能会受到制裁,又引发了股价下跌。同时,港股也受到了中概股的拖累,在部分外资离场的影响下,出现了非理性下跌。这次金融委专题会议,针对投资者担忧的问题,均做出了正面的回应,基本消除了大家的疑虑。例如,提出我国证监会与美国SEC要加强合作和协商,争取在对赴美上市的中国公司监管要求方面达成一致。对于互联网平台企业、房企等如何规范发展及风险防范,也提出了明确原则和方案。因此,未来中概股和港股的走稳回升,也基本可以确定。四大建议减弱境外市场对A股影响券商中国记者:近期国常会、金融委会议中,提到“高度重视国际形势变化对我国资本市场的影响”。随着中国金融对外开放水平的提升,中国资本市场及中国企业既迎来发展机遇也面临国际挑战,对此您有何建言?李迅雷:这轮美国中概股下跌,其中有一个原因,是美国的SEC对中概股监管要求提高,如增加了对中国企业赴美上市的信息披露要求,将5家中概股公司列入暂定清单,甚至提出了审计方面的诸多要求,使得中概股退市风险大幅提升也引发了香港市场中概股的下跌,进而又带动A股市场的下跌。在金融加快对外开放的背景下,为抵御境外市场波动对A股市场影响,对我国资本市场的规范和发展有如下建议:第一,加强和规范监管,提高A股上市公司质量,完善公司治理结构。通过包括加强独立董事的独立性、专业性和勤勉性,发挥审计委员会在审查财务报告、控制公司内部违法行为上的作用,强化上市公司治理体系现代化建设;同时,采取更加刚性的约束,鼓励我国企业,特别是现金流较好的企业,注重提高分红比例,以增加企业的回报率。进而增强我国权益市场对包括保险资金、养老金在内的长期资金的入市吸引力。第二,加大优胜劣汰的力度,让退市政策常态化,提升存量上市公司的质量。随着注册制改革的深入推进,加快低质量上市公司的常态化退出更加迫切。建议畅通交易所退出渠道,简化退市流程,提高退市效率;建议落实主办券商的承接责任,明确退市流程中的信息披露义务,并加强对规避退市违规行为的惩戒;建议设置公开透明的退市规则,一旦达到标准的企业自动退市;成立二次上市委员会,对于退市后符合上市标准的企业,可申请重新上市或在全国股转系统挂牌,进一步降低退市难度。第三,鼓励长期资金入市,增加对权益资产的持有比例。与国际相比,我国一方面长期资金规模不大,且持有权益资产的比例很低。根据中国保险保障基金发布的《2020中国保险业风险评估报告》披露,保险行业中九成公司配置股票比例低于10%,与监管部门给予的45%的上限相距甚远。建议对于企业年金、保险等长期机构投资产品,给予包括增值税减免在内的税收激励优惠;同时,对于保险等机构所进行的长期投资,可以设置以“成本法”计价的“长期股权投资”会计科目改革,仅在长期投资期间的首尾两端核算投资收益并免除所得税,解决市场高波动与其对于净值回撤容忍度较低之间的矛盾。另一方面,对于短期股票交易、房地产投机炒作等“赚快钱”行为给予差别化资本利得税在内的制度遏制,加大对财务造假、内幕交易、坐庄炒作等侵犯长期投资者权益事件的处罚力度。第四,进一步加大人民币国际化的步伐,提升中国资本市场双向开放的力度。目前外资持有的A股的流通市值,不足A股总流通市值的4%。可采取循序渐进的对外开放政策,将形成“你中有我,我中有你”的格局,这也是应对西方金融制裁的有力举措。建议更大范围内允许境外资金投资于境内资本市场,逐渐丰富金融期货国际化品种的供给,鼓励境内外金融机构的跨境展业。这将有利于联合境外投资者共同做大中国资本市场规模,有利于提升境内金融机构的国际化业务水平,有利于监管当局加强对境外投资者投资行动的掌控。在吸引更多外资投向A股市场的同时,面对A+H的巨大价差,鼓励在港上市的中概股回购股票,以缩小同一公司在陆港之间的价差。同时,鼓励内地的机构资金长线投资香港市场,增强内地的机构投资者在香港市场的话语权。","news_type":1,"symbols_score_info":{"399001":0,"399006":0,"000001.SH":0}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610735328,"gmtCreate":1648777542151,"gmtModify":1648777542151,"author":{"id":"4099483369818900","authorId":"4099483369818900","name":"Jack2862","avatar":"https://static.tigerbbs.com/538e89f3e6ea14ef3bc091aa51eff38b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099483369818900","idStr":"4099483369818900"},"themes":[],"htmlText":"很怕这些好消息出来,每次出来每次跌,抗爹的","listText":"很怕这些好消息出来,每次出来每次跌,抗爹的","text":"很怕这些好消息出来,每次出来每次跌,抗爹的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610735328","repostId":"2224397277","repostType":2,"repost":{"id":"2224397277","kind":"news","pubTimestamp":1648775653,"share":"https://www.laohu8.com/m/news/2224397277?lang=zh_CN&edition=full","pubTime":"2022-04-01 09:14","market":"hk","language":"zh","title":"一图看懂云想科技(2131.HK)2021年业绩亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=2224397277","media":"金融界网站","summary":"3月31日,一站式短视频营销解决方案平台服务供应商云想科技(2131.HK)公布了其2021年度业绩。根据财报披露,2021年云想科技核心业务规模再创新高,总帐单金额同比增长61%至65.8亿元人民币,总收入31.2亿人民币元,同比增长21%;净利润1.2亿人民币元,同比增长13%。具体业绩如何将以一图带您看懂。","content":"<html><body><div><p> 3月31日,一站式短视频营销解决方案平台服务供应商<a href=\"https://laohu8.com/S/02131\">云想科技</a>(2131.HK)公布了其2021年度业绩。根据财报披露,2021年云想科技核心业务规模再创新高,总帐单金额同比增长61%至65.8亿元人民币,总收入31.2亿人民币元,同比增长21%;净利润1.2亿人民币元,同比增长13%。具体业绩如何将以一图带您看懂。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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\" 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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一图看懂云想科技(2131.HK)2021年业绩亮点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 09:14 北京时间 <a href=http://hk.jrj.com.cn/2022/04/01091436245198.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月31日,一站式短视频营销解决方案平台服务供应商云想科技(2131.HK)公布了其2021年度业绩。根据财报披露,2021年云想科技核心业务规模再创新高,总帐单金额同比增长61%至65.8亿元人民币,总收入31.2亿人民币元,同比增长21%;净利润1.2亿人民币元,同比增长13%。具体业绩如何将以一图带您看懂。</p>\n\n<a href=\"http://hk.jrj.com.cn/2022/04/01091436245198.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1137":"广告","BK1518":"SaaS概念","BK1590":"短视频概念股","02131":"云想科技"},"source_url":"http://hk.jrj.com.cn/2022/04/01091436245198.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224397277","content_text":"3月31日,一站式短视频营销解决方案平台服务供应商云想科技(2131.HK)公布了其2021年度业绩。根据财报披露,2021年云想科技核心业务规模再创新高,总帐单金额同比增长61%至65.8亿元人民币,总收入31.2亿人民币元,同比增长21%;净利润1.2亿人民币元,同比增长13%。具体业绩如何将以一图带您看懂。","news_type":1,"symbols_score_info":{"02131":1}},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}