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张狗剩
张狗剩
·
06-06
[流泪]
沃什会wash the market么？
沃什的首次FOMC会议不是拐点，而是定价框架转换的确认点
沃什会wash the market么？
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张狗剩
张狗剩
·
2025-12-22
$天伦燃气(01600)$
重启回购！
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张狗剩
张狗剩
·
2025-09-04
$中国三江化工(02198)$
今年恢复分红？
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张狗剩
张狗剩
·
2025-02-03
$国银金租(01606)$
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张狗剩
张狗剩
·
2024-09-11
[开心] [开心]
国银金租(01606)上涨5.36%，报1.18元/股
9月10日，国银金租(01606)盘中上涨5.36%，截至13:43，报1.18元/股，成交124.17万元。国银金融租赁股份有限公司是国家开发银行旗下的租赁业务平台，主营业务为为飞机、船舶、区域发展、普惠金融、绿色能源和高端装备制造等领域提供综合性的租赁服务。公司租赁资产及业务合作伙伴已遍及全球40余个国家和地区，资产规模持续增长，不良资产率保持在1%以下，平均权益回报率(ROE)始终保持在10%以上。截至2024年中报，国银金租营业总收入136.17亿元、净利润18.81亿元。
国银金租(01606)上涨5.36%，报1.18元/股
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张狗剩
张狗剩
·
2024-02-29
哈哈哈
天德化工(00609.HK)盈警：预计年度纯利同比减少约77%
格隆汇1月31日丨天德化工(00609.HK)公布，预期截至2023年12月31日止年度，公司拥有人应占纯利将会较去年同期下跌约77%。纯利减少主要是由于财政年度内宏观经济环境充满挑战，市场状况恶化，导致集团的产品售价大幅下跌。因此，集团的营业额及毛利率大幅下降。
天德化工(00609.HK)盈警：预计年度纯利同比减少约77%
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张狗剩
张狗剩
·
2024-02-26
恭喜
理想汽车2023年Q4营收417.3亿元，全年净利润达118.1亿元
2023年全年交付量同比增长182.2%，达到376,030辆。
理想汽车2023年Q4营收417.3亿元，全年净利润达118.1亿元
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张狗剩
张狗剩
·
2023-11-17
好多年没用过国美了
非常抱歉，此主贴已删除
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张狗剩
张狗剩
·
2023-11-03
$CSL 公司(CSL.AU)$
TDQ
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张狗剩
张狗剩
·
2023-11-03
$ASHTEAD GROUP PLC(AHT.UK)$
高利率环境下并不看好
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href=\"\">[流泪] </a>","listText":"<a href=\"\">[流泪] </a>","text":"[流泪] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572250754794448","repostId":"2641126285","repostType":4,"repost":{"id":"2641126285","kind":"highlight","pubTimestamp":1780729799,"share":"https://www.laohu8.com/m/news/2641126285?lang=zh_CN&edition=full","pubTime":"2026-06-06 15:09","market":"fut","language":"zh","title":"沃什会wash the market么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2641126285","media":"格隆汇","summary":"沃什的首次FOMC会议不是拐点，而是定价框架转换的确认点","content":"<html><head></head><body><p style=\"text-align: left;\">在周五强劲非农数据公布之后，市场定价已经出现关键性转折——当前已充分计入2026年内至少一次25bp加息，且9月会议进入实质博弈区间，政策路径从“是否降息”彻底切换至“是否需要再度收紧”。</p><p style=\"text-align: left;\">基于当前宏观环境与政策信号进行系统梳理，结论明确：沃什上任初期所面对的现实已经与其此前被市场赋予的“偏鸽预期”发生根本性背离，利率路径重新锚定在“更高利率维持更久，且存在再度加息尾部风险”的框架之下。</p><p style=\"text-align: left;\">沃什于5月22日就任美联储主席，并将在6月16–17日主持首次FOMC会议。其上任时点恰逢宏观条件出现方向性变化：就业持续强劲、增长未见显著放缓，而通胀在能源与供给冲击推动下保持高于目标水平，政策约束显著强化。这一组合意味着，美联储不再具备预防性宽松空间，而必须优先维护通胀控制的可信度。</p><p style=\"text-align: left;\">基准判断是6月会议维持利率不变，但需要强调，“按兵不动”并非宽松信号，而是约束下的最优选择。在当前市场已定价年内加息的背景下，政策沟通的边际变化将远比利率决议本身更重要：只要联储承认通胀风险或强调数据依赖，市场便会强化对后续收紧的预期；反之，即便措辞偏中性，也大概率被解读为对当前偏鹰定价的确认。这一阶段，市场关注的核心已经从“何时降息”转向“是否需要再次加息”。</p><p style=\"text-align: left;\">从委员会结构来看，这一偏鹰风险具有内生支撑。当前FOMC分歧显著上升，多位成员已公开表态支持在通胀持续情况下维持甚至提高利率，而就业数据为这一立场提供了现实基础。在这种环境下，沃什短期内主动推动政策转向的空间极为有限，其最优策略是贴近委员会中位数，以维持决策一致性与初期政策可信度。</p><p style=\"text-align: left;\">更具结构性意义的变量在于政策框架的不确定性上升。沃什对点阵图及前瞻指引体系的质疑，如果逐步制度化，将削弱市场对于利率路径的锚定能力，短端利率定价将从“路径驱动”转为“数据驱动”，波动率中枢系统性上移。同时，其主张更激进缩表的倾向，可能通过提升期限溢价对长端利率形成持续上行压力，从而改变曲线结构。</p><p style=\"text-align: left;\">资产含义呈现出清晰但非线性的再定价特征。利率市场方面，短端继续跟随政策预期上修，而长端将更多反映通胀与政策可信度，曲线存在由平转陡的风险；汇率方面，美元驱动逻辑从利差转向政策路径与不确定性溢价；权益资产方面，增长韧性为盈利提供支撑，但估值端持续受到利率压制，市场进入典型的“盈利对冲估值压缩”阶段，波动率上行成为常态。</p><p style=\"text-align: left;\">总体而言，沃什的首次FOMC会议不是拐点，而是定价框架转换的确认点。在“市场已充分定价年内至少一次加息”的前提下，政策风险已明显向上偏斜：偏鹰信号将被放大放映至资产价格，而偏鸽表态的边际影响显著下降。对买方投资者而言，核心不再是方向判断，而是如何在政策函数不确定性上升的环境中，重新定价风险溢价并管理路径波动。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34118c2206de5e8bbb8d0ea7aaf01dbe\" data-align=\"center\" tg-width=\"733\" tg-height=\"495\"/><span></span></p><p style=\"text-align: left;\"><span style=\"color: rgb(149, 165, 166);\">注：本文来自国泰君安证券(香港)有限公司发布的《沃什会wash the market么？》，报告分析师：周浩</span></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>沃什会wash the market么？</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沃什会wash the market么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-06 15:09 北京时间 <a href=https://www.gelonghui.com/p/5088230><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在周五强劲非农数据公布之后，市场定价已经出现关键性转折——当前已充分计入2026年内至少一次25bp加息，且9月会议进入实质博弈区间，政策路径从“是否降息”彻底切换至“是否需要再度收紧”。基于当前宏观环境与政策信号进行系统梳理，结论明确：沃什上任初期所面对的现实已经与其此前被市场赋予的“偏鸽预期”发生根本性背离，利率路径重新锚定在“更高利率维持更久，且存在再度加息尾部风险”的框架之下。沃什于5月...</p>\n\n<a href=\"https://www.gelonghui.com/p/5088230\">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/a900f753010515d1bca36898511a5136","relate_stocks":{"SPXS":"三倍做空标普500ETF-Direxion","VIXM":"波动率中期期货ETF-ProShares","SVIX":"1倍做空短期期货恐慌指数ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SQQQ":"纳指三倍做空ETF","YSPY":"GraniteShares YieldBOOST SPY ETF","BK1564":"中资券商股","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SVOL":"Simplify Volatility Premium ETF","VIXY":"波动率短期期货指数ETF","VXZ":"中期波动率指数期货ETN","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","UDOW":"三倍做多道指30ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","VYLD":"Inverse VIX Short Term Futures ETN","TVIXF":"VelocityShare每日2X VIX短期ETN-CITI","SPXU":"三倍做空标普500ETF-ProShares","UVIX":"2倍做多恐慌指数期货ETF","SPDN":"Direxion Daily S&P 500 Bear 1X 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ETF"},"source_url":"https://www.gelonghui.com/p/5088230","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2641126285","content_text":"在周五强劲非农数据公布之后，市场定价已经出现关键性转折——当前已充分计入2026年内至少一次25bp加息，且9月会议进入实质博弈区间，政策路径从“是否降息”彻底切换至“是否需要再度收紧”。基于当前宏观环境与政策信号进行系统梳理，结论明确：沃什上任初期所面对的现实已经与其此前被市场赋予的“偏鸽预期”发生根本性背离，利率路径重新锚定在“更高利率维持更久，且存在再度加息尾部风险”的框架之下。沃什于5月22日就任美联储主席，并将在6月16–17日主持首次FOMC会议。其上任时点恰逢宏观条件出现方向性变化：就业持续强劲、增长未见显著放缓，而通胀在能源与供给冲击推动下保持高于目标水平，政策约束显著强化。这一组合意味着，美联储不再具备预防性宽松空间，而必须优先维护通胀控制的可信度。基准判断是6月会议维持利率不变，但需要强调，“按兵不动”并非宽松信号，而是约束下的最优选择。在当前市场已定价年内加息的背景下，政策沟通的边际变化将远比利率决议本身更重要：只要联储承认通胀风险或强调数据依赖，市场便会强化对后续收紧的预期；反之，即便措辞偏中性，也大概率被解读为对当前偏鹰定价的确认。这一阶段，市场关注的核心已经从“何时降息”转向“是否需要再次加息”。从委员会结构来看，这一偏鹰风险具有内生支撑。当前FOMC分歧显著上升，多位成员已公开表态支持在通胀持续情况下维持甚至提高利率，而就业数据为这一立场提供了现实基础。在这种环境下，沃什短期内主动推动政策转向的空间极为有限，其最优策略是贴近委员会中位数，以维持决策一致性与初期政策可信度。更具结构性意义的变量在于政策框架的不确定性上升。沃什对点阵图及前瞻指引体系的质疑，如果逐步制度化，将削弱市场对于利率路径的锚定能力，短端利率定价将从“路径驱动”转为“数据驱动”，波动率中枢系统性上移。同时，其主张更激进缩表的倾向，可能通过提升期限溢价对长端利率形成持续上行压力，从而改变曲线结构。资产含义呈现出清晰但非线性的再定价特征。利率市场方面，短端继续跟随政策预期上修，而长端将更多反映通胀与政策可信度，曲线存在由平转陡的风险；汇率方面，美元驱动逻辑从利差转向政策路径与不确定性溢价；权益资产方面，增长韧性为盈利提供支撑，但估值端持续受到利率压制，市场进入典型的“盈利对冲估值压缩”阶段，波动率上行成为常态。总体而言，沃什的首次FOMC会议不是拐点，而是定价框架转换的确认点。在“市场已充分定价年内至少一次加息”的前提下，政策风险已明显向上偏斜：偏鹰信号将被放大放映至资产价格，而偏鸽表态的边际影响显著下降。对买方投资者而言，核心不再是方向判断，而是如何在政策函数不确定性上升的环境中，重新定价风险溢价并管理路径波动。注：本文来自国泰君安证券(香港)有限公司发布的《沃什会wash the market么？》，报告分析师：周浩","news_type":1,"symbols_score_info":{"SQQQ":2,"MMAX":0.6,"TVIXF":0.6,"SSO":0.6,"VIXmain":2,"SMAX":0.6,"UPRO":0.6,"SVOL":0.6,"SDOW":0.6,"UVXY":0.6,"VIXM":0.6,"VXX":0.6,"YMmain":2,"SPUU":0.6,"DMAX":0.6,"VIX":2,"VXZ":0.6,"HIBL":0.6,"VYLD":0.6,"YSPY":0.6,".SPX":2,"UVIX":0.6,"ESmain":2,"SPY":0.6,"SH":0.6,"DIA":0.6,"SDS":0.6,"VIXY":0.6,"SPYU":0.6,"SVIX":0.6,".IXIC":2,"TQQQ":2,"SPYQ":0.6,"VOO":0.6,"SPXL":0.6,"QQQ":2,"SPXU":0.6,"DOG":0.6,"SPXS":0.6,"SVXY":0.6,"SPYH":0.6,"IVV":0.6,"USMV":0.6,"NQmain":2,"UDOW":0.6,".DJI":2,"SPDN":0.6,"DDM":0.6,"SPYM":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513514883014712,"gmtCreate":1766415389120,"gmtModify":1766415401301,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01600\">$天伦燃气(01600)$ </a> 重启回购！","listText":"<a href=\"https://laohu8.com/S/01600\">$天伦燃气(01600)$ </a> 重启回购！","text":"$天伦燃气(01600)$ 重启回购！","images":[{"img":"https://static.tigerbbs.com/4d3c77c7a808c7eb177d539baa5f7979","width":"1536","height":"2730"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/513514883014712","isVote":1,"tweetType":1,"viewCount":2238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":474873584730800,"gmtCreate":1756956814670,"gmtModify":1756956816989,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02198\">$中国三江化工(02198)$ </a> 今年恢复分红？","listText":"<a href=\"https://laohu8.com/S/02198\">$中国三江化工(02198)$ </a> 今年恢复分红？","text":"$中国三江化工(02198)$ 今年恢复分红？","images":[{"img":"https://static.tigerbbs.com/c339dda20c7061fc71fd0a3fa506eb2c","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/474873584730800","isVote":1,"tweetType":1,"viewCount":3482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":399606550012360,"gmtCreate":1738582357847,"gmtModify":1738582367375,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01606\">$国银金租(01606)$ </a> ","listText":"<a href=\"https://laohu8.com/S/01606\">$国银金租(01606)$ </a> ","text":"$国银金租(01606)$","images":[{"img":"https://static.tigerbbs.com/8f854bbc54dd981a67e297839b367181","width":"1080","height":"2400"},{"img":"https://static.tigerbbs.com/6a3cbb5084a8281169fd4ad635e9be81","width":"2976","height":"3968"},{"img":"https://static.tigerbbs.com/1a31ed43e3fdb611e5ba20b96766170c","width":"3456","height":"4608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399606550012360","isVote":1,"tweetType":1,"viewCount":3751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":348301840044096,"gmtCreate":1726040774485,"gmtModify":1726040776127,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"[开心] [开心] ","listText":"[开心] [开心] ","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348301840044096","repostId":"2466100108","repostType":2,"repost":{"id":"2466100108","kind":"news","pubTimestamp":1725947029,"share":"https://www.laohu8.com/m/news/2466100108?lang=zh_CN&edition=full","pubTime":"2024-09-10 13:43","market":"sh","language":"zh","title":"国银金租(01606)上涨5.36%，报1.18元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2466100108","media":"金融界","summary":"9月10日，国银金租(01606)盘中上涨5.36%，截至13:43，报1.18元/股，成交124.17万元。国银金融租赁股份有限公司是国家开发银行旗下的租赁业务平台，主营业务为为飞机、船舶、区域发展、普惠金融、绿色能源和高端装备制造等领域提供综合性的租赁服务。公司租赁资产及业务合作伙伴已遍及全球40余个国家和地区，资产规模持续增长，不良资产率保持在1%以下，平均权益回报率(ROE)始终保持在10%以上。截至2024年中报，国银金租营业总收入136.17亿元、净利润18.81亿元。","content":"<html><body><div>\n<p>9月10日，<a href=\"https://laohu8.com/S/01606\">国银金租</a>(01606)盘中上涨5.36%，截至13:43，报1.18元/股，成交124.17万元。</p><p>国银金融租赁股份有限公司是国家开发银行旗下的租赁业务平台，主营业务为为飞机、船舶、区域发展、普惠金融、绿色能源和高端装备制造等领域提供综合性的租赁服务。公司租赁资产及业务合作伙伴已遍及全球40余个国家和地区，资产规模持续增长，不良资产率保持在1%以下，平均权益回报率(ROE)始终保持在10%以上。</p><p>截至2024年中报，国银金租营业总收入136.17亿元、净利润18.81亿元。</p>\n<div>\n<div>\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\" />\n<title>国银金租(01606)上涨5.36%，报1.18元/股</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国银金租(01606)上涨5.36%，报1.18元/股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-10 13:43 北京时间 <a href=https://hk.jrj.com.cn/2024/09/10134343142705.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月10日，国银金租(01606)盘中上涨5.36%，截至13:43，报1.18元/股，成交124.17万元。国银金融租赁股份有限公司是国家开发银行旗下的租赁业务平台，主营业务为为飞机、船舶、区域发展、普惠金融、绿色能源和高端装备制造等领域提供综合性的租赁服务。公司租赁资产及业务合作伙伴已遍及全球40余个国家和地区，资产规模持续增长，不良资产率保持在1%以下，平均权益回报率(ROE)始终保持在...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/09/10134343142705.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":{"BK1186":"特殊金融服务","01606":"国银金租"},"source_url":"https://hk.jrj.com.cn/2024/09/10134343142705.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466100108","content_text":"9月10日，国银金租(01606)盘中上涨5.36%，截至13:43，报1.18元/股，成交124.17万元。国银金融租赁股份有限公司是国家开发银行旗下的租赁业务平台，主营业务为为飞机、船舶、区域发展、普惠金融、绿色能源和高端装备制造等领域提供综合性的租赁服务。公司租赁资产及业务合作伙伴已遍及全球40余个国家和地区，资产规模持续增长，不良资产率保持在1%以下，平均权益回报率(ROE)始终保持在10%以上。截至2024年中报，国银金租营业总收入136.17亿元、净利润18.81亿元。","news_type":1,"symbols_score_info":{"01606":1}},"isVote":1,"tweetType":1,"viewCount":5072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279037918122296,"gmtCreate":1709145981974,"gmtModify":1709145983393,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"哈哈哈","listText":"哈哈哈","text":"哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279037918122296","repostId":"2407378460","repostType":2,"repost":{"id":"2407378460","kind":"news","pubTimestamp":1706675152,"share":"https://www.laohu8.com/m/news/2407378460?lang=zh_CN&edition=full","pubTime":"2024-01-31 12:25","market":"hk","language":"zh","title":"天德化工(00609.HK)盈警：预计年度纯利同比减少约77%","url":"https://stock-news.laohu8.com/highlight/detail?id=2407378460","media":"格隆汇资讯","summary":"格隆汇1月31日丨天德化工(00609.HK)公布，预期截至2023年12月31日止年度，公司拥有人应占纯利将会较去年同期下跌约77%。纯利减少主要是由于财政年度内宏观经济环境充满挑战，市场状况恶化，导致集团的产品售价大幅下跌。因此，集团的营业额及毛利率大幅下降。","content":"<html><body><article><p>格隆汇1月31日丨<a href=\"https://laohu8.com/S/00609\">天德化工</a>(00609.HK)公布，预期截至2023年12月31日止年度，公司拥有人应占纯利将会较去年同期下跌约77%。</p><p>纯利减少主要是由于财政年度内宏观经济环境充满挑战，市场状况恶化，导致集团的产品售价大幅下跌。因此，集团的营业额及毛利率大幅下降。</p></article></body></html>","source":"tencent","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>天德化工(00609.HK)盈警：预计年度纯利同比减少约77%</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240131122602875f0d93&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1129":"特种化学制品","00609":"天德化工"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240131122602875f0d93&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2407378460","content_text":"格隆汇1月31日丨天德化工(00609.HK)公布，预期截至2023年12月31日止年度，公司拥有人应占纯利将会较去年同期下跌约77%。纯利减少主要是由于财政年度内宏观经济环境充满挑战，市场状况恶化，导致集团的产品售价大幅下跌。因此，集团的营业额及毛利率大幅下降。","news_type":1,"symbols_score_info":{"00609":1}},"isVote":1,"tweetType":1,"viewCount":6131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278166844997840,"gmtCreate":1708937930673,"gmtModify":1708937932368,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"恭喜","listText":"恭喜","text":"恭喜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278166844997840","repostId":"1117994099","repostType":2,"repost":{"id":"1117994099","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":1708936365,"share":"https://www.laohu8.com/m/news/1117994099?lang=zh_CN&edition=full","pubTime":"2024-02-26 16:32","market":"us","language":"zh","title":"理想汽车2023年Q4营收417.3亿元，全年净利润达118.1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1117994099","media":"老虎资讯综合","summary":"2023年全年交付量同比增长182.2%，达到376,030辆。","content":"<html><head></head><body><p>理想汽车2023年第四季度营收417.3亿元人民币，上年同期176.5亿元，市场预期397.96亿元。</p><p>第四季度净利润57.5亿元，预期26.42亿元，前值2.57亿元。</p><p>第四季度归属股东的调整后净利润44.9亿元。</p><p>第四季度的车辆销售收入为人民币403.8亿元（56.9亿美元），环比增加133.8%，同比增加20.1%。</p><p>第四季度汽车毛利率为22.7%，上年同期为20.0%，2023年第三季度为21.2%。</p><p>2023年全年交付量同比增长182.2%，达到376,030辆，成为中国市场30万元以上新能源汽车的销量冠军。</p><p>2023年全年营收总额为1238.5亿元，较2022年的452.9亿元增加了173.5%；2023年全年净利润达到118.1亿元，而2022年为净亏损20.3亿元。</p><p><strong>一季度预期</strong></p><p>预计2024年第一季度收入总额为人民币312.5亿元（44.0亿美元）至人民币321.9亿元（45.3亿美元），较2023年第一季度增长66.3%至71.3%。</p><p>预计2024年第一季度车辆交付量为100,000至103,000辆，较2023年第一季度增长90.2%至95.9%。</p><p><strong>高管解读</strong></p><p>理想汽车董事长兼首席执行官李想表示，在新能源汽车市场竞争激烈的2023年，理想汽车凭藉理想L系列的三款车型取得了优异成绩，<strong>全年交付量同比增长182.2%，达到376,030辆，成为中国市场30万元以上新能源汽车的销量冠军。</strong>12月，我们向理想L系列用户推送了OTA5.0车机软件，通过智能驾驶和智能空间功能的全面提升，为家庭用户带来了更加卓越的用车体验。规模的显着增长、研发的不断深入，以及经营效率的持续提升推动我们在2023年实现了历史最佳财务表现，也为理想汽车步入产品矩阵更加丰富、市场需求更加多元的2024年奠定了坚实的基础。</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>理想汽车2023年Q4营收417.3亿元，全年净利润达118.1亿元</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{ 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{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理想汽车2023年Q4营收417.3亿元，全年净利润达118.1亿元\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\">2024-02-26 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>理想汽车2023年第四季度营收417.3亿元人民币，上年同期176.5亿元，市场预期397.96亿元。</p><p>第四季度净利润57.5亿元，预期26.42亿元，前值2.57亿元。</p><p>第四季度归属股东的调整后净利润44.9亿元。</p><p>第四季度的车辆销售收入为人民币403.8亿元（56.9亿美元），环比增加133.8%，同比增加20.1%。</p><p>第四季度汽车毛利率为22.7%，上年同期为20.0%，2023年第三季度为21.2%。</p><p>2023年全年交付量同比增长182.2%，达到376,030辆，成为中国市场30万元以上新能源汽车的销量冠军。</p><p>2023年全年营收总额为1238.5亿元，较2022年的452.9亿元增加了173.5%；2023年全年净利润达到118.1亿元，而2022年为净亏损20.3亿元。</p><p><strong>一季度预期</strong></p><p>预计2024年第一季度收入总额为人民币312.5亿元（44.0亿美元）至人民币321.9亿元（45.3亿美元），较2023年第一季度增长66.3%至71.3%。</p><p>预计2024年第一季度车辆交付量为100,000至103,000辆，较2023年第一季度增长90.2%至95.9%。</p><p><strong>高管解读</strong></p><p>理想汽车董事长兼首席执行官李想表示，在新能源汽车市场竞争激烈的2023年，理想汽车凭藉理想L系列的三款车型取得了优异成绩，<strong>全年交付量同比增长182.2%，达到376,030辆，成为中国市场30万元以上新能源汽车的销量冠军。</strong>12月，我们向理想L系列用户推送了OTA5.0车机软件，通过智能驾驶和智能空间功能的全面提升，为家庭用户带来了更加卓越的用车体验。规模的显着增长、研发的不断深入，以及经营效率的持续提升推动我们在2023年实现了历史最佳财务表现，也为理想汽车步入产品矩阵更加丰富、市场需求更加多元的2024年奠定了坚实的基础。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cd608dea059f96a8bee52aea078452e","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117994099","content_text":"理想汽车2023年第四季度营收417.3亿元人民币，上年同期176.5亿元，市场预期397.96亿元。第四季度净利润57.5亿元，预期26.42亿元，前值2.57亿元。第四季度归属股东的调整后净利润44.9亿元。第四季度的车辆销售收入为人民币403.8亿元（56.9亿美元），环比增加133.8%，同比增加20.1%。第四季度汽车毛利率为22.7%，上年同期为20.0%，2023年第三季度为21.2%。2023年全年交付量同比增长182.2%，达到376,030辆，成为中国市场30万元以上新能源汽车的销量冠军。2023年全年营收总额为1238.5亿元，较2022年的452.9亿元增加了173.5%；2023年全年净利润达到118.1亿元，而2022年为净亏损20.3亿元。一季度预期预计2024年第一季度收入总额为人民币312.5亿元（44.0亿美元）至人民币321.9亿元（45.3亿美元），较2023年第一季度增长66.3%至71.3%。预计2024年第一季度车辆交付量为100,000至103,000辆，较2023年第一季度增长90.2%至95.9%。高管解读理想汽车董事长兼首席执行官李想表示，在新能源汽车市场竞争激烈的2023年，理想汽车凭藉理想L系列的三款车型取得了优异成绩，全年交付量同比增长182.2%，达到376,030辆，成为中国市场30万元以上新能源汽车的销量冠军。12月，我们向理想L系列用户推送了OTA5.0车机软件，通过智能驾驶和智能空间功能的全面提升，为家庭用户带来了更加卓越的用车体验。规模的显着增长、研发的不断深入，以及经营效率的持续提升推动我们在2023年实现了历史最佳财务表现，也为理想汽车步入产品矩阵更加丰富、市场需求更加多元的2024年奠定了坚实的基础。","news_type":1,"symbols_score_info":{"LI":1.1,"02015":1.1}},"isVote":1,"tweetType":1,"viewCount":4765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242403807461480,"gmtCreate":1700201951561,"gmtModify":1700201953025,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"好多年没用过国美了","listText":"好多年没用过国美了","text":"好多年没用过国美了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242403807461480","repostId":"1178381099","repostType":2,"isVote":1,"tweetType":1,"viewCount":5384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237440930447528,"gmtCreate":1699001822346,"gmtModify":1699001824614,"author":{"id":"3440423533696248","authorId":"3440423533696248","name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3440423533696248","authorIdStr":"3440423533696248"},"themes":[],"title":"","htmlText":"<a 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