江海豚 personal page - To The Moon

江海豚

江海豚

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2022-10-05

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2022-10-05

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2022-10-05

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Elon Musk proposes buying Twitter at his original price

2022-10-05

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2022-10-02

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2022-09-28

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2022-09-28

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2022-09-20

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2022-09-20

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2022-09-20

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又是裁员又是暴跌，硅谷的黄金时代即将结束了？

2022-09-17

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穆迪：大宗商品价格波动，公司业绩或存在失真

2022-09-17

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2022-09-17

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2022-09-17

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This family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Halle Bailey as Ariel

2022-09-17

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2022-09-04

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2022-09-04

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2022-09-04

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@zippy1:Here’s Why First Eagle Investments Continue to Like Alibaba (BABA)

2021-07-01

1.88?

Go to Tiger App to see more news

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The company argued in legal filings that Musk’s reasons for abandoning the deal were smoke screens and suggested that he had simply hoped for a lower price after stock market declines had decreased his overall wealth.</p><p>Musk said Twitter had most likely undercounted the amount of spam on its platform, making the company less valuable than he had initially believed. He also cited whistleblower claims from a former Twitter executive, who said the company had misled regulators about its security practices, as a reason to exit the deal.</p><p>Musk submitted a proposal to Twitter on Monday evening, a person familiar with the conversation said. The parties met in court Tuesday to discuss the proposal. The offer was reported earlier by Bloomberg.</p><p>A deal could allow both sides to avoid a messy public trial, which most likely would have featured testimony from Musk and senior Twitter executives. Musk is scheduled to be deposed Thursday and Friday in Austin, Texas, according to a legal filing.</p></body></html>","source":"smh_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>Elon Musk proposes buying Twitter at his original price</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk proposes buying Twitter at his original price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 02:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.smh.com.au/business/business/companies/elon-musk-proposes-buying-twitter-at-his-original-price-20221005-p5bn82.html><strong>The Sydney Morning Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk has proposed a deal with Twitter that could bring to an end the acrimonious legal fight between the billionaire and the social media company.The arrangement discussed on Monday evening (US ...</p>\n\n<a href=\"https://www.smh.com.au/business/business/companies/elon-musk-proposes-buying-twitter-at-his-original-price-20221005-p5bn82.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.smh.com.au/business/business/companies/elon-musk-proposes-buying-twitter-at-his-original-price-20221005-p5bn82.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273485073","content_text":"Elon Musk has proposed a deal with Twitter that could bring to an end the acrimonious legal fight between the billionaire and the social media company.The arrangement discussed on Monday evening (US time) would allow Musk to acquire Twitter at $US54.20 ($83.76) per share, the price he agreed to pay for the company in April, said two people familiar with the proposal who were not authorised to speak publicly.Elon Musk wants to buy Twitter.Credit:APThe potential deal comes after months of disputes that have created existential challenges for Twitter, cratering its share price, demoralising its employees and spooking the advertisers it relies on for revenue.A deal at the original price would be a victory for Twitter, which struck an agreement with Musk to buy the company for $US44 billion. Musk declared in July that he no longer intended to complete the acquisition because he believed Twitter’s service was overrun by spam.It was not immediately clear whether Twitter planned to accept his offer, which could be seen as a negotiating tactic by Musk to halt Twitter’s litigation against him. Shares in the social media company spiked almost 12 per cent on the news before a halt in trading.While an agreement would signify an end to the uncertainty clouding Twitter’s immediate future, Musk’s plans for the company are uncertain. Shareholders voted in September to approve the original deal with Musk, who told investors before attempting to back out of the deal that by 2025, he could get the company to 500 million daily users and revenue of $US13.2 billion.Twitter sued Musk in July to force the completion of the acquisition and was set for a showdown with the billionaire this month in a Delaware courtroom. The company argued in legal filings that Musk’s reasons for abandoning the deal were smoke screens and suggested that he had simply hoped for a lower price after stock market declines had decreased his overall wealth.Musk said Twitter had most likely undercounted the amount of spam on its platform, making the company less valuable than he had initially believed. He also cited whistleblower claims from a former Twitter executive, who said the company had misled regulators about its security practices, as a reason to exit the deal.Musk submitted a proposal to Twitter on Monday evening, a person familiar with the conversation said. The parties met in court Tuesday to discuss the proposal. The offer was reported earlier by Bloomberg.A deal could allow both sides to avoid a messy public trial, which most likely would have featured testimony from Musk and senior Twitter executives. Musk is scheduled to be deposed Thursday and Friday in Austin, Texas, according to a legal 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10:10","market":"us","language":"zh","title":"又是裁员又是暴跌，硅谷的黄金时代即将结束了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138591822","media":"环球时报","summary":"专家表示，答案很复杂。","content":"<html><head></head><body><p>英国《卫报》9月17日文章，原题：硅谷的黄金时代即将结束？ Snapchat大规模裁员，Meta和苹果市值暴跌，其他大型科技公司暂停招聘，所有这些都在日益凸显一个问题：硅谷的黄金时代是否即将结束？</p><p><img src=\"https://static.tigerbbs.com/ba9df0b5aad1bc485562f6aa451a0e26\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>美国硅谷（视觉中国）</p><p>专家表示，答案很复杂。近年来，新冠肺炎疫情迫使大部分交流转向互联网，科技行业也因此经历了一段时期的迅猛发展。如今，那种爆炸式发展，以及随之而来的高工资和高福利势头似乎都在放缓。</p><p>华盛顿大学教授玛格丽特·奥玛拉说：“从许多方面来看，我们都是在经历一次大规模膨胀后又回归正常。”在她看来，该趋势将因为全球经济低迷而加剧，科技界也无法幸免。</p><p>2022年，美联储已加息三次，且可能继续多次加息。此前的低息环境曾助长科技行业迅猛发展，帮助催生出一长串“独角兽”——估值超过10亿美元的初创企业。但随着利息变化和“流动资金减少”，投资者将以“审慎得多的方式”投放现金。“在这样的萧条时期，交易将会降温。”</p><p>从WeWork的衰落到曾声名鹊起的血检公司Theranos的崩溃，一系列扎眼的警世故事抑制了科技行业的发展。此类故事再加上过去十年来对科技行业的审查加强，都在动摇硅谷形象。甚至一些嗓门最响亮的支持者，包括前总统奥巴马等，似乎也重新考虑其态度。奥巴马在2008年大选中曾广泛使用脸书，并在2011年的国情咨文中赞扬该公司，但最近在斯坦福大学的谈话中，他却谴责脸书传播假信息以及其在选举期间所扮演的角色。奥巴马说：“民主削弱的最大原因之一，是我们沟通和消费信息的方式发生了深刻变化。”</p><p>如今，美国议员和联邦机构也投入到这场战斗中。随着美国联邦贸易委员会采取更多行动以及国会即将出台相关立法，大型科技公司正面临迄今为止最大的障碍。公众对科技行业的看法也普遍发生变化，68%的美国人认为科技公司对经济拥有太多权力和影响力——明显高于2018年的51%。奥玛拉说：“美国人担心权力集中。”</p><p>专家们表示，硅谷的地理环境也在变化。作为描述旧金山南部区域的一个包罗万象的术语，近一个世纪以来，硅谷一直在巩固自身作为创新中心的地位。</p><p>从上世纪30年代美军作战部门开始在这里设立研究站点起，硅谷就逐渐崛起为一个技术中心，该趋势又在此后几十年里延续到私营行业。但科技行业的扩张范围远超加州湾区，且疫情加快该趋势。2021年，特斯拉将其总部迁至得州奥斯汀，此前甲骨文和惠普等其他科技企业也采取类似措施。</p><p>尽管面临越来越多的障碍，但“硅谷仍极具活力”。它“经历多个周期”，包括2001年和2008年的消沉，但每次都从中复苏。奥玛拉表示：“这里拥有难以复制的持久吸引力和独特品质。这或许是一个硅谷时代的终结，但不太可能是硅谷的终结。”（作者卡里·保罗，丁玎译）</p></body></html>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又是裁员又是暴跌，硅谷的黄金时代即将结束了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 10:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://world.huanqiu.com/article/49ixsozz9z6><strong>环球时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国《卫报》9月17日文章，原题：硅谷的黄金时代即将结束？ Snapchat大规模裁员，Meta和苹果市值暴跌，其他大型科技公司暂停招聘，所有这些都在日益凸显一个问题：硅谷的黄金时代是否即将结束？美国硅谷（视觉中国）专家表示，答案很复杂。近年来，新冠肺炎疫情迫使大部分交流转向互联网，科技行业也因此经历了一段时期的迅猛发展。如今，那种爆炸式发展，以及随之而来的高工资和高福利势头似乎都在放缓。...</p>\n\n<a href=\"https://world.huanqiu.com/article/49ixsozz9z6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c418091c12b5b0ac3986768ff9e2488d","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://world.huanqiu.com/article/49ixsozz9z6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138591822","content_text":"英国《卫报》9月17日文章，原题：硅谷的黄金时代即将结束？ Snapchat大规模裁员，Meta和苹果市值暴跌，其他大型科技公司暂停招聘，所有这些都在日益凸显一个问题：硅谷的黄金时代是否即将结束？美国硅谷（视觉中国）专家表示，答案很复杂。近年来，新冠肺炎疫情迫使大部分交流转向互联网，科技行业也因此经历了一段时期的迅猛发展。如今，那种爆炸式发展，以及随之而来的高工资和高福利势头似乎都在放缓。华盛顿大学教授玛格丽特·奥玛拉说：“从许多方面来看，我们都是在经历一次大规模膨胀后又回归正常。”在她看来，该趋势将因为全球经济低迷而加剧，科技界也无法幸免。2022年，美联储已加息三次，且可能继续多次加息。此前的低息环境曾助长科技行业迅猛发展，帮助催生出一长串“独角兽”——估值超过10亿美元的初创企业。但随着利息变化和“流动资金减少”，投资者将以“审慎得多的方式”投放现金。“在这样的萧条时期，交易将会降温。”从WeWork的衰落到曾声名鹊起的血检公司Theranos的崩溃，一系列扎眼的警世故事抑制了科技行业的发展。此类故事再加上过去十年来对科技行业的审查加强，都在动摇硅谷形象。甚至一些嗓门最响亮的支持者，包括前总统奥巴马等，似乎也重新考虑其态度。奥巴马在2008年大选中曾广泛使用脸书，并在2011年的国情咨文中赞扬该公司，但最近在斯坦福大学的谈话中，他却谴责脸书传播假信息以及其在选举期间所扮演的角色。奥巴马说：“民主削弱的最大原因之一，是我们沟通和消费信息的方式发生了深刻变化。”如今，美国议员和联邦机构也投入到这场战斗中。随着美国联邦贸易委员会采取更多行动以及国会即将出台相关立法，大型科技公司正面临迄今为止最大的障碍。公众对科技行业的看法也普遍发生变化，68%的美国人认为科技公司对经济拥有太多权力和影响力——明显高于2018年的51%。奥玛拉说：“美国人担心权力集中。”专家们表示，硅谷的地理环境也在变化。作为描述旧金山南部区域的一个包罗万象的术语，近一个世纪以来，硅谷一直在巩固自身作为创新中心的地位。从上世纪30年代美军作战部门开始在这里设立研究站点起，硅谷就逐渐崛起为一个技术中心，该趋势又在此后几十年里延续到私营行业。但科技行业的扩张范围远超加州湾区，且疫情加快该趋势。2021年，特斯拉将其总部迁至得州奥斯汀，此前甲骨文和惠普等其他科技企业也采取类似措施。尽管面临越来越多的障碍，但“硅谷仍极具活力”。它“经历多个周期”，包括2001年和2008年的消沉，但每次都从中复苏。奥玛拉表示：“这里拥有难以复制的持久吸引力和独特品质。这或许是一个硅谷时代的终结，但不太可能是硅谷的终结。”（作者卡里·保罗，丁玎译）","news_type":1},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820989,"gmtCreate":1663396999942,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820989","repostId":"2268640391","repostType":4,"repost":{"id":"2268640391","kind":"news","pubTimestamp":1663388390,"share":"https://ttm.financial/m/news/2268640391?lang=&edition=fundamental","pubTime":"2022-09-17 12:19","market":"fut","language":"zh","title":"穆迪：大宗商品价格波动，公司业绩或存在失真","url":"https://stock-news.laohu8.com/highlight/detail?id=2268640391","media":"智通财经","summary":"穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MCO\">穆迪</a>近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。</p><p>由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。</p><p>穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”</p><p>穆迪发出警告之前，欧洲能源价格今年创下历史新高，导致一些国家出手干预，以避免一些公司破产。瑞典、芬兰和德国正在拨出数十亿欧元的紧急流动性贷款，以支持受到突然追加保证金要求打击的公用事业公司。</p><p>穆迪分析师指出，由于追加保证金的一般暂时性，目前的信贷指标可能“严重低估或夸大，无法反映根本的经济状况”。“由于企业必须为支付保证金提供资金，净债务可能被扭曲。具体来说，由于计入非现金按市值计价损益和保证金收入/支付，来自业务的资金可能被多报/少报。”</p></body></html>","source":"stock_zhitongcaijing","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>穆迪：大宗商品价格波动，公司业绩或存在失真</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; 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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穆迪：大宗商品价格波动，公司业绩或存在失真\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 12:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/793525.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/793525.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"COP":"康菲石油"},"source_url":"http://www.zhitongcaijing.com/content/detail/793525.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268640391","content_text":"穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”穆迪发出警告之前，欧洲能源价格今年创下历史新高，导致一些国家出手干预，以避免一些公司破产。瑞典、芬兰和德国正在拨出数十亿欧元的紧急流动性贷款，以支持受到突然追加保证金要求打击的公用事业公司。穆迪分析师指出，由于追加保证金的一般暂时性，目前的信贷指标可能“严重低估或夸大，无法反映根本的经济状况”。“由于企业必须为支付保证金提供资金，净债务可能被扭曲。具体来说，由于计入非现金按市值计价损益和保证金收入/支付，来自业务的资金可能被多报/少报。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820024,"gmtCreate":1663396988068,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820024","repostId":"2267694942","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867761,"gmtCreate":1663396962654,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867761","repostId":"2268640091","repostType":2,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867497,"gmtCreate":1663396950520,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867497","repostId":"2268628920","repostType":2,"repost":{"id":"2268628920","kind":"news","pubTimestamp":1663392008,"share":"https://ttm.financial/m/news/2268628920?lang=&edition=fundamental","pubTime":"2022-09-17 13:20","market":"sg","language":"en","title":"This family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Halle Bailey as Ariel","url":"https://stock-news.laohu8.com/highlight/detail?id=2268628920","media":"Reuters:","summary":"This family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Hal","content":"<div>\n<p>This family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Halle Bailey as Ariel</p>\n\n<a href=\"https://t.co/9bJfZhZiez\">Web Link</a>\n\n</div>\n","source":"redbox_twitter","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>This family is excited to see Disney’s remake of ‘The 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.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\">\nThis family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Halle Bailey as Ariel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://t.co/9bJfZhZiez><strong>Reuters:</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Halle Bailey as Ariel</p>\n\n<a href=\"https://t.co/9bJfZhZiez\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://t.co/9bJfZhZiez","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268628920","content_text":"This family is excited to see Disney’s remake of ‘The Little Mermaid’ featuring singer and actor Halle Bailey as 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Why First Eagle Investments Continue to Like Alibaba (BABA)","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. 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Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","images":[{"img":"https://community-static.tradeup.com/news/23493ee86fdf0cf98bbe99c05bc43e1b","width":"705","height":"519"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939299176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151699308,"gmtCreate":1625076691604,"gmtModify":1703735675925,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"1.88?","listText":"1.88?","text":"1.88?","images":[{"img":"https://static.tigerbbs.com/8f46ebc76b3d79e5be855cb59cf2049e","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151699308","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9910525928,"gmtCreate":1663646769664,"gmtModify":1676537308292,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910525928","repostId":"1163578486","repostType":4,"repost":{"id":"1163578486","kind":"news","weMediaInfo":{"introduction":"老虎社区精选助您了解全球市场趋势，把握投资机会","home_visible":1,"media_name":"老虎锐评","id":"1044785273","head_image":"https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04"},"pubTimestamp":1663639729,"share":"https://ttm.financial/m/news/1163578486?lang=&edition=fundamental","pubTime":"2022-09-20 10:08","market":"us","language":"zh","title":"FOMC利率决定前后市场上涨下跌，到底有什么预测性？","url":"https://stock-news.laohu8.com/highlight/detail?id=1163578486","media":"老虎锐评","summary":"本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？下图是今年以来的标普500指数，红圈位置是4次加息","content":"<html><head></head><body><p>本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？</p><p>下图是今年以来的标普500指数，红圈位置是4次加息的FOMC利率决定日：3月16日，5月4日，6月15日和7月27日。</p><p><img src=\"https://static.tigerbbs.com/8dff07264f8406dc65155712620cd462\" tg-width=\"975\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p><b>发现1：每次FOMC利率决议日股市都上涨，也就是说，周二收盘买入，周三收盘卖出，能得到非常稳定的回报</b>。关于这个现象的原因，可能是因为在FOMC利率决议之前，市场参与者害怕美联储利率提前买入期权PUT避险，但是利率决议之后赶紧平仓PUT有关系。</p><p><b>发现2：FOMC利率决议之后，也就是周四的市场涨跌，对中期的股市走向更有指示性。</b>3月加息后的周四股市继续上涨，市场涨势延续；4月加息后的周四股市大跌，市场跌势延续；6月加息后的周四股市下跌，股市在低位徘徊；7月加息后的周四股市上涨，市场反弹继续。</p><p><b>发现3：FOMC利率决议当天，不会是一个局部的低点或者是高点。</b>这句话的意思是，市场不会以FOMC利率决议作为一个转折。如果前期在上涨，那么继续上涨的可能性高，如果前期在下跌，那么继续低迷的可能性高。</p><p>我个人觉得以上三条的实用性，远远超过去讨论多少基点或者缩表或者鸽派鹰派或者美联储各大投票委员都有什么爱好更重要。</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>FOMC利率决定前后市场上涨下跌，到底有什么预测性？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC利率决定前后市场上涨下跌，到底有什么预测性？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1044785273\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-09-20 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？</p><p>下图是今年以来的标普500指数，红圈位置是4次加息的FOMC利率决定日：3月16日，5月4日，6月15日和7月27日。</p><p><img src=\"https://static.tigerbbs.com/8dff07264f8406dc65155712620cd462\" tg-width=\"975\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p><b>发现1：每次FOMC利率决议日股市都上涨，也就是说，周二收盘买入，周三收盘卖出，能得到非常稳定的回报</b>。关于这个现象的原因，可能是因为在FOMC利率决议之前，市场参与者害怕美联储利率提前买入期权PUT避险，但是利率决议之后赶紧平仓PUT有关系。</p><p><b>发现2：FOMC利率决议之后，也就是周四的市场涨跌，对中期的股市走向更有指示性。</b>3月加息后的周四股市继续上涨，市场涨势延续；4月加息后的周四股市大跌，市场跌势延续；6月加息后的周四股市下跌，股市在低位徘徊；7月加息后的周四股市上涨，市场反弹继续。</p><p><b>发现3：FOMC利率决议当天，不会是一个局部的低点或者是高点。</b>这句话的意思是，市场不会以FOMC利率决议作为一个转折。如果前期在上涨，那么继续上涨的可能性高，如果前期在下跌，那么继续低迷的可能性高。</p><p>我个人觉得以上三条的实用性，远远超过去讨论多少基点或者缩表或者鸽派鹰派或者美联储各大投票委员都有什么爱好更重要。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad08fba59cb88884ff49409dc4bf04d7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163578486","content_text":"本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？下图是今年以来的标普500指数，红圈位置是4次加息的FOMC利率决定日：3月16日，5月4日，6月15日和7月27日。发现1：每次FOMC利率决议日股市都上涨，也就是说，周二收盘买入，周三收盘卖出，能得到非常稳定的回报。关于这个现象的原因，可能是因为在FOMC利率决议之前，市场参与者害怕美联储利率提前买入期权PUT避险，但是利率决议之后赶紧平仓PUT有关系。发现2：FOMC利率决议之后，也就是周四的市场涨跌，对中期的股市走向更有指示性。3月加息后的周四股市继续上涨，市场涨势延续；4月加息后的周四股市大跌，市场跌势延续；6月加息后的周四股市下跌，股市在低位徘徊；7月加息后的周四股市上涨，市场反弹继续。发现3：FOMC利率决议当天，不会是一个局部的低点或者是高点。这句话的意思是，市场不会以FOMC利率决议作为一个转折。如果前期在上涨，那么继续上涨的可能性高，如果前期在下跌，那么继续低迷的可能性高。我个人觉得以上三条的实用性，远远超过去讨论多少基点或者缩表或者鸽派鹰派或者美联储各大投票委员都有什么爱好更重要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867564,"gmtCreate":1663396935259,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867564","repostId":"2268858623","repostType":2,"repost":{"id":"2268858623","kind":"news","pubTimestamp":1663392540,"share":"https://ttm.financial/m/news/2268858623?lang=&edition=fundamental","pubTime":"2022-09-17 13:29","market":"us","language":"zh","title":"大戏上演？苹果成头号做空目标！巴菲特股灾时如何抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=2268858623","media":"格隆汇","summary":"一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。就在9月13日，卖空分析公司S3Partners的研究报告显示，苹果取代特斯拉成为美股头号做...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　一直以来，做空<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>是华尔街<span>基金</span>经理们的共同执念。自2020年4月，<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>已连续864天稳居美股做空榜榜首。</p><p>　　<strong>就在9月13日，卖空分析公司S3 Partners的</strong><strong><span>研究报告</span></strong><strong>显示，<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>取代<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">特斯拉</span>成为美股头号做空目标。</strong>当天，<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>未平仓空头头寸为184亿美元，而<span>特斯拉</span><span></span>空头头寸为174亿美元。</p><center><img src=\"https://dfscdn.dfcfw.com/download/D24986018891982842828_w1080h919.jpg\" width=\"580\"/></center><p>　　对此，专业数据提供商S3 Partners董事总经理表示，鉴于<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>和<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">特斯拉</span>合计占标普500指数总市值的9.3%左右。<strong>空军主攻这两档股票，可归因于市场对大盘的悲观情绪，而不是认为这两家公司的基本面疲软。</strong></p><p>　　<strong>1</strong></p><p>　　<strong>巴菲特今年频繁出手</strong></p><p>　　苹果一直是<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>组合中的“压舱石”，2021年巴菲特对苹果没有任何持仓变动。</p><p>　　<strong>今年一季度伯克希尔加仓378.9万股苹果，二季度再加仓387.89万股，最新持股数8.95亿股，是伯克希尔第一重仓股，配置比例超40%。</strong></p><center><img src=\"https://dfscdn.dfcfw.com/download/D25140029349045275330_w892h634.jpg\" width=\"580\"/></center><p>　　在2022年伯克希尔致<span>股东</span>信中，巴菲特这样评价苹果：“苹果保留的大部分资金用于<span>回购</span>自身股份，我们对此表示赞赏。苹果杰出的首席执行官蒂姆·库克把苹果的用户当成了自己的初恋对待！显然，他的拥趸们能从他的管理风格中受益匪浅。”</p><p>　　在今年<span>股东大会</span>上，巴菲特再次谈到苹果时说到，我们对苹果的兴趣，也是因为回购在持续地增长，他们每年的收益甚至能达到1000亿。只要我们的股息有0.01%的增长，它都会带来很大的收益。</p><p>　　<strong>在美股暴跌中，手握重磅现金的巴菲特频繁出手，快速买买买。</strong></p><center><img src=\"https://dfscdn.dfcfw.com/download/D25760792665739459264_w1080h1782.jpg\" width=\"252\"/></center><p>　　一季度，伯克希尔买入511亿美元股票，卖出97亿美元股票。押注<span><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/OXY\">西方石油</a></span><span></span>、<span>保险</span><span></span>公司Alleghany等，伯克希尔现金储备从去年年末高达1440亿美元狂降至一季度的1063亿美元。</p><p>　　二季度继续买入62亿美元的股票，卖出23亿美元的股票。股神今年多次加仓<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">西方石油</span>，最新数据显示伯克希尔哈撒韦对<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">西方石油</span>公司的持股比例增加到26.8%。</p><p>　　<strong>今年线下股东会，巴菲特被问及“如何抓住投资时机”？</strong>巴菲特回答称，我们并不会因为市场或经济的情况而去买卖，因为我们对实际的情况也不清楚。有些时候人们会说，你看你们之前做的投资多好。你看我们在2008年，股市大跌的时候，我们仍然保持乐观。</p><p>　　巴菲特说，我们并不是非常善于精确掌握投资时机，我们只是在觉得投资对象价格便宜的时候买入，这其实是小学四年级就能明白的道理。</p><p>　　<strong>2</strong></p><p>　　<strong>巴菲特是如何抄底的？</strong></p><p>　　2008年秋季全球市场处于崩溃的状态，坐拥6000亿美元资产的投资<span>银行</span><span></span>雷曼兄弟在9月15日申请破产。两周后，9月29日美股蒸发1.2万亿美元市值。道琼斯指数暴跌7%，美国失业率达10%，华尔街恐慌情绪弥漫。</p><p>　　<strong>恐慌中，巴菲特出手了。</strong>2008年10月巴菲特在《<span><a href=\"https://laohu8.com/S/NYT\">纽约时报</a></span><span></span>》上发表文章《买入美国正当时》(BuyAmerican.Iam.)，他认为从短期来看，失业率将继续上升，商业活动将继续衰退，但此时他却决定大举买入美国股票。</p><p>　　当时，大家都认为这老头疯了，是不是要“忽悠”人去接盘。<strong>在经济一团糟糕之时，股神为什么会出手呢？</strong>巴菲特在文章中写道：</p><p>　　我买股票遵循一个简单的规律：众人贪婪，我恐惧；众人恐惧，我贪婪。显而易见，当前市场中充斥着恐慌情绪，就连经验丰富的投资者都感到了恐惧的侵袭。</p><p>　　一方面，美国有些公司处于竞争劣势、背负着高杠杆，投资者对此类公司保持警惕无可厚非；另一方面，美国有很多公司经营状况良好、长期前景光明，投资者对这些公司感到恐慌毫无道理。</p><p>　　从短期来看，好公司暂时陷入困难、盈利出现一时的下降完全是正常情况。把眼光拉长到5年、10年、20年以后，大多数美国大公司都将创造新的盈利纪录。</p><p>　　有一点，我(巴菲特)一定要讲清楚：“我无法预测股市的短期波动，一个月以后，一年以后，股市是能涨呢，还是能跌呢？我根本不知道。我只知道在情绪翻多或经济好转之前，股市一定早已上涨，甚至是大涨了。<strong>如果你等待知更鸟的到来，你将错过整个春天。</strong>”</p><p>　　关于抄底，巴菲特后来给出的理由是：根据美国百年历史，无论1929年大崩溃、两次世界大战、伊朗石油危机、1987年股灾、2001年的“911”事件，每次都能从危机中恢复过来；尽管危机在短期内会带来一定的痛苦，但是美国的好公司，长期价值将不断增加。</p><p>　　<strong>3</strong></p><p>　　<strong>股神巴菲特抄底启示录</strong></p><p>　　<strong>1.投资就是赌国运</strong></p><p>　　假设现在暴跌的是落后的国家股市，按照巴菲特的方法去抄底，显然很难获得成功，甚至会跌入万丈深渊。</p><p>　　巴菲特也曾经坦言，他之所以成功，是因为中了卵巢彩票，生在了美国。</p><p>　　翻看美国当年的杂志文章，上世纪70年代美国崩溃论也不少。70年代担心通货膨胀，80年代担心被日本赶超，后来又担心坏账。</p><p>　　回归本质，只有拉长时间，才能把很多事情看清楚。巴菲特抄底历程启示人们：要选对市场，所投的国家，经济必须长期是向上的，否则再便宜也不能抄底。</p><p>　　<strong>2.抄底也要看公司</strong></p><p>　　过去巴菲特抄底首要选择的对象，都是具有巨大价值的企业。要么是价格远低于价值的烟蒂股，要么是有巨大护城河、处在长坡厚雪(行业空间大+高盈利能力)赛道上具备未来价值的企业。</p><p>　　<strong>3.投资是人性的博弈</strong></p><p>　　投资者心理就像钟摆，不停在乐观和悲观之间来回摆动。所谓的资产价格，很少在合理位置，停留过长时间。</p><p>　　回看2018年底，大家在研究日本失去的20年，而且担忧重重。而后股市涨了几天，人们又开始讨论这一轮牛市能否突破6000点。</p><p>　　参与者的心理，从贪婪到恐惧；从乐观到悲观；从风险忍受到风险规避；从信任到怀疑；从未来价值到现在价值；从急于购买到恐慌卖出<strong>。</strong></p><p>　　<strong>市场总是在贪婪和恐惧中来回波动，市场最多的群体既不是多头也不是空头，而是滑头。投资更像是长跑运动，能走多远，比拼的是定力。</strong></p><p>（文章来源：格隆汇）</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大戏上演？苹果成头号做空目标！巴菲特股灾时如何抄底\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 13:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202209172511441184.html><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。　　就在9月13日，卖空分析公司S3 Partners的研究报告显示，苹果取代特斯拉成为美股头号做空目标。当天，苹果未平仓空头头寸为184亿美元，而特斯拉空头头寸为174亿美元。　　对此，专业数据提供商S3 Partners董事总经理表示，鉴于苹果和特斯拉合计占标普500指数总市值的9.3%...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202209172511441184.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","BRK.A":"伯克希尔","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","BRK.B":"伯克希尔B","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"http://stock.eastmoney.com/a/202209172511441184.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268858623","content_text":"一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。　　就在9月13日，卖空分析公司S3 Partners的研究报告显示，苹果取代特斯拉成为美股头号做空目标。当天，苹果未平仓空头头寸为184亿美元，而特斯拉空头头寸为174亿美元。　　对此，专业数据提供商S3 Partners董事总经理表示，鉴于苹果和特斯拉合计占标普500指数总市值的9.3%左右。空军主攻这两档股票，可归因于市场对大盘的悲观情绪，而不是认为这两家公司的基本面疲软。　　1　　巴菲特今年频繁出手　　苹果一直是伯克希尔组合中的“压舱石”，2021年巴菲特对苹果没有任何持仓变动。　　今年一季度伯克希尔加仓378.9万股苹果，二季度再加仓387.89万股，最新持股数8.95亿股，是伯克希尔第一重仓股，配置比例超40%。　　在2022年伯克希尔致股东信中，巴菲特这样评价苹果：“苹果保留的大部分资金用于回购自身股份，我们对此表示赞赏。苹果杰出的首席执行官蒂姆·库克把苹果的用户当成了自己的初恋对待！显然，他的拥趸们能从他的管理风格中受益匪浅。”　　在今年股东大会上，巴菲特再次谈到苹果时说到，我们对苹果的兴趣，也是因为回购在持续地增长，他们每年的收益甚至能达到1000亿。只要我们的股息有0.01%的增长，它都会带来很大的收益。　　在美股暴跌中，手握重磅现金的巴菲特频繁出手，快速买买买。　　一季度，伯克希尔买入511亿美元股票，卖出97亿美元股票。押注雪佛龙、西方石油、保险公司Alleghany等，伯克希尔现金储备从去年年末高达1440亿美元狂降至一季度的1063亿美元。　　二季度继续买入62亿美元的股票，卖出23亿美元的股票。股神今年多次加仓西方石油，最新数据显示伯克希尔哈撒韦对西方石油公司的持股比例增加到26.8%。　　今年线下股东会，巴菲特被问及“如何抓住投资时机”？巴菲特回答称，我们并不会因为市场或经济的情况而去买卖，因为我们对实际的情况也不清楚。有些时候人们会说，你看你们之前做的投资多好。你看我们在2008年，股市大跌的时候，我们仍然保持乐观。　　巴菲特说，我们并不是非常善于精确掌握投资时机，我们只是在觉得投资对象价格便宜的时候买入，这其实是小学四年级就能明白的道理。　　2　　巴菲特是如何抄底的？　　2008年秋季全球市场处于崩溃的状态，坐拥6000亿美元资产的投资银行雷曼兄弟在9月15日申请破产。两周后，9月29日美股蒸发1.2万亿美元市值。道琼斯指数暴跌7%，美国失业率达10%，华尔街恐慌情绪弥漫。　　恐慌中，巴菲特出手了。2008年10月巴菲特在《纽约时报》上发表文章《买入美国正当时》(BuyAmerican.Iam.)，他认为从短期来看，失业率将继续上升，商业活动将继续衰退，但此时他却决定大举买入美国股票。　　当时，大家都认为这老头疯了，是不是要“忽悠”人去接盘。在经济一团糟糕之时，股神为什么会出手呢？巴菲特在文章中写道：　　我买股票遵循一个简单的规律：众人贪婪，我恐惧；众人恐惧，我贪婪。显而易见，当前市场中充斥着恐慌情绪，就连经验丰富的投资者都感到了恐惧的侵袭。　　一方面，美国有些公司处于竞争劣势、背负着高杠杆，投资者对此类公司保持警惕无可厚非；另一方面，美国有很多公司经营状况良好、长期前景光明，投资者对这些公司感到恐慌毫无道理。　　从短期来看，好公司暂时陷入困难、盈利出现一时的下降完全是正常情况。把眼光拉长到5年、10年、20年以后，大多数美国大公司都将创造新的盈利纪录。　　有一点，我(巴菲特)一定要讲清楚：“我无法预测股市的短期波动，一个月以后，一年以后，股市是能涨呢，还是能跌呢？我根本不知道。我只知道在情绪翻多或经济好转之前，股市一定早已上涨，甚至是大涨了。如果你等待知更鸟的到来，你将错过整个春天。”　　关于抄底，巴菲特后来给出的理由是：根据美国百年历史，无论1929年大崩溃、两次世界大战、伊朗石油危机、1987年股灾、2001年的“911”事件，每次都能从危机中恢复过来；尽管危机在短期内会带来一定的痛苦，但是美国的好公司，长期价值将不断增加。　　3　　股神巴菲特抄底启示录　　1.投资就是赌国运　　假设现在暴跌的是落后的国家股市，按照巴菲特的方法去抄底，显然很难获得成功，甚至会跌入万丈深渊。　　巴菲特也曾经坦言，他之所以成功，是因为中了卵巢彩票，生在了美国。　　翻看美国当年的杂志文章，上世纪70年代美国崩溃论也不少。70年代担心通货膨胀，80年代担心被日本赶超，后来又担心坏账。　　回归本质，只有拉长时间，才能把很多事情看清楚。巴菲特抄底历程启示人们：要选对市场，所投的国家，经济必须长期是向上的，否则再便宜也不能抄底。　　2.抄底也要看公司　　过去巴菲特抄底首要选择的对象，都是具有巨大价值的企业。要么是价格远低于价值的烟蒂股，要么是有巨大护城河、处在长坡厚雪(行业空间大+高盈利能力)赛道上具备未来价值的企业。　　3.投资是人性的博弈　　投资者心理就像钟摆，不停在乐观和悲观之间来回摆动。所谓的资产价格，很少在合理位置，停留过长时间。　　回看2018年底，大家在研究日本失去的20年，而且担忧重重。而后股市涨了几天，人们又开始讨论这一轮牛市能否突破6000点。　　参与者的心理，从贪婪到恐惧；从乐观到悲观；从风险忍受到风险规避；从信任到怀疑；从未来价值到现在价值；从急于购买到恐慌卖出。　　市场总是在贪婪和恐惧中来回波动，市场最多的群体既不是多头也不是空头，而是滑头。投资更像是长跑运动，能走多远，比拼的是定力。（文章来源：格隆汇）","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151699308,"gmtCreate":1625076691604,"gmtModify":1703735675925,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"1.88?","listText":"1.88?","text":"1.88?","images":[{"img":"https://static.tigerbbs.com/8f46ebc76b3d79e5be855cb59cf2049e","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151699308","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912768328,"gmtCreate":1664908425764,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768328","repostId":"1124745006","repostType":4,"repost":{"id":"1124745006","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":1664885391,"share":"https://ttm.financial/m/news/1124745006?lang=&edition=fundamental","pubTime":"2022-10-04 20:09","market":"us","language":"zh","title":"盘前 | 暴涨33%，妖股再度“疯狂”！明星中概股集体上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1124745006","media":"老虎资讯综合","summary":"摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；哔哩哔哩、阿里、京东等热门中概股普涨；考虑以70亿美元出售加拿大业务，汇丰控股涨超","content":"<html><head></head><body><blockquote><b>摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>等热门中概股普涨；考虑以70亿美元出售加拿大业务，<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>涨超4%。</b></blockquote><p>10月4日，美股股指期货上涨，道指期货涨1.31%，标普500指数涨1.63%，纳指期货涨2.03%。<img src=\"https://static.tigerbbs.com/491a3c0c1f72149467b35aede4bfccf3\" tg-width=\"437\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>盘前要闻</b></p><p>欧盟议会批准电子设备USB type-C通用充电端口新规，或将迫使<a href=\"https://laohu8.com/S/AAPL\">苹果</a>改变其iPhone和其他设备的充电端口。</p><p>韩国最大搜索引擎和门户网站Naver以12亿美元的企业价值收购美国最大二手交易电商平台Poshmark。</p><p>市场消息，<a href=\"https://laohu8.com/S/MU\">美光科技</a>承诺为纽约半导体工厂提供高达1000亿美元的资金。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>预计在2023年夏季之前不会获得美国联邦航空管理局（FAA）对737 MAX 10的批准。</p><p>“木头姐”旗下方舟基金周一抄底<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>13万股，为该基金6月中旬以来首次增持。</p><p>自4月以来的五个月里，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone印度出口量翻倍至10亿美元。</p><p>消息称<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>正考虑以数十亿英镑的价格出售加拿大业务。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>宣布停止在俄罗斯的所有业务。</p><p>欧盟委员会批准将Moderna新冠疫苗Spikevax的有条件上市许可转换为标准上市许可。</p><p>激光雷达公司Velodyne收购AI软件公司Bluecity，Bluecity执行、软件开发和销售团队将加入Velodyne。</p><p>希尔顿将在全美5400家酒店配备Peloton Interactive动感单车。</p><p><b>盘前行情</b></p><p><b>又一只妖股来袭！</b>FingerMotion盘前涨超33%。该股上一交易日收涨92.88%，报6.5美元。公开消息显示，FingerMotion，Inc.致力于在中国市场提供移动支付和充值服务。它主要通过向<a href=\"https://laohu8.com/S/600050\">中国联通</a>和<a href=\"https://laohu8.com/S/CHL\">中国移动</a>的客户提供这些服务来赚取收入。该公司于2014年1月23日创立，总部位于纽约州纽约。<img src=\"https://static.tigerbbs.com/74b88fba7924e057cda6514787cce2b2\" tg-width=\"532\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/>中概股盘前普涨，雾芯科技涨超4%， <a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>控股盘前涨超4%，<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>考虑以70亿美元出售加拿大业务。</p><p><a href=\"https://laohu8.com/S/VOD\">沃达丰</a>盘前涨超2%，此前表示正与长和就<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>英国和<a href=\"https://laohu8.com/S/BT\">英国电信</a>公司Three UK潜在合并事宜进行讨论。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>美股盘前涨超4%，引发其可能濒临破产猜测的帖文此前被作者删除。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超3%，前一日跌超8%，“木头姐”出手抄底13万股。这是伍德在2022年第二次购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股份，此前一年她一直在减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股份。最新的收购进一步证明，伍德又开始了逢低买进的热潮。</p><p>Rivian盘前涨逾9%，2022年第三季度交付量为6584辆，产量7363辆，并表示维持全年产量目标。</p><p>Poshmark盘前涨超13%，消息称韩国最大的搜索引擎和门户网站Naver以12亿美元的企业价值收购该公司。</p><p>Sculptor盘前涨超7%，美国亿万富翁投资者Dan Och致信Sculptor Capital Management董事会，称有对冲基金对该公司有并购兴趣。</p><p><b>欧洲市场</b></p><p>欧洲主要股指集体大涨，截至发稿，德国DAX30指数涨2.92%，法国CAC40涨3.56%。<img src=\"https://static.tigerbbs.com/b2bcd25522cbf260ba790d51cdf27842\" tg-width=\"827\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价上涨，美油报90.23美元/桶，日内涨幅1.54%；布油现报84.72美元/桶，日内涨幅1.28%。</p><p>有报道称OPEC+本周会议可能会决定未来减产100万桶/日以上，持续支撑油价，<a href=\"https://laohu8.com/S/GS\">高盛</a>称该消息支撑了其看涨观点。多头士气持续受到鼓舞，再加上俄乌地缘局势紧张，美元回落，美股大幅反弹，油价短线存在进一步反弹空间。</p><p><b>黄金</b></p><p>现货黄金日内涨0.63%%，报1712.65美元/盎司。</p><p>隔夜美国制造业PMI数据表现不佳，美元和美债收益率回落至逾一周低位，给金价提供上涨动能。而且俄乌地缘局势依然紧张，市场对本周将出炉的非农数据预期并不乐观，金价仍有进一步走高机会。</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>盘前 | 暴涨33%，妖股再度“疯狂”！明星中概股集体上涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 暴涨33%，妖股再度“疯狂”！明星中概股集体上涨\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\">2022-10-04 20:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>等热门中概股普涨；考虑以70亿美元出售加拿大业务，<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>涨超4%。</b></blockquote><p>10月4日，美股股指期货上涨，道指期货涨1.31%，标普500指数涨1.63%，纳指期货涨2.03%。<img src=\"https://static.tigerbbs.com/491a3c0c1f72149467b35aede4bfccf3\" tg-width=\"437\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>盘前要闻</b></p><p>欧盟议会批准电子设备USB type-C通用充电端口新规，或将迫使<a href=\"https://laohu8.com/S/AAPL\">苹果</a>改变其iPhone和其他设备的充电端口。</p><p>韩国最大搜索引擎和门户网站Naver以12亿美元的企业价值收购美国最大二手交易电商平台Poshmark。</p><p>市场消息，<a href=\"https://laohu8.com/S/MU\">美光科技</a>承诺为纽约半导体工厂提供高达1000亿美元的资金。</p><p><a href=\"https://laohu8.com/S/BA\">波音</a>预计在2023年夏季之前不会获得美国联邦航空管理局（FAA）对737 MAX 10的批准。</p><p>“木头姐”旗下方舟基金周一抄底<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>13万股，为该基金6月中旬以来首次增持。</p><p>自4月以来的五个月里，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone印度出口量翻倍至10亿美元。</p><p>消息称<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>正考虑以数十亿英镑的价格出售加拿大业务。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>宣布停止在俄罗斯的所有业务。</p><p>欧盟委员会批准将Moderna新冠疫苗Spikevax的有条件上市许可转换为标准上市许可。</p><p>激光雷达公司Velodyne收购AI软件公司Bluecity，Bluecity执行、软件开发和销售团队将加入Velodyne。</p><p>希尔顿将在全美5400家酒店配备Peloton Interactive动感单车。</p><p><b>盘前行情</b></p><p><b>又一只妖股来袭！</b>FingerMotion盘前涨超33%。该股上一交易日收涨92.88%，报6.5美元。公开消息显示，FingerMotion，Inc.致力于在中国市场提供移动支付和充值服务。它主要通过向<a href=\"https://laohu8.com/S/600050\">中国联通</a>和<a href=\"https://laohu8.com/S/CHL\">中国移动</a>的客户提供这些服务来赚取收入。该公司于2014年1月23日创立，总部位于纽约州纽约。<img src=\"https://static.tigerbbs.com/74b88fba7924e057cda6514787cce2b2\" tg-width=\"532\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/>中概股盘前普涨，雾芯科技涨超4%， <a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>控股盘前涨超4%，<a href=\"https://laohu8.com/S/HBC\">汇丰控股</a>考虑以70亿美元出售加拿大业务。</p><p><a href=\"https://laohu8.com/S/VOD\">沃达丰</a>盘前涨超2%，此前表示正与长和就<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>英国和<a href=\"https://laohu8.com/S/BT\">英国电信</a>公司Three UK潜在合并事宜进行讨论。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>美股盘前涨超4%，引发其可能濒临破产猜测的帖文此前被作者删除。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨超3%，前一日跌超8%，“木头姐”出手抄底13万股。这是伍德在2022年第二次购买<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股份，此前一年她一直在减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股份。最新的收购进一步证明，伍德又开始了逢低买进的热潮。</p><p>Rivian盘前涨逾9%，2022年第三季度交付量为6584辆，产量7363辆，并表示维持全年产量目标。</p><p>Poshmark盘前涨超13%，消息称韩国最大的搜索引擎和门户网站Naver以12亿美元的企业价值收购该公司。</p><p>Sculptor盘前涨超7%，美国亿万富翁投资者Dan Och致信Sculptor Capital Management董事会，称有对冲基金对该公司有并购兴趣。</p><p><b>欧洲市场</b></p><p>欧洲主要股指集体大涨，截至发稿，德国DAX30指数涨2.92%，法国CAC40涨3.56%。<img src=\"https://static.tigerbbs.com/b2bcd25522cbf260ba790d51cdf27842\" tg-width=\"827\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价上涨，美油报90.23美元/桶，日内涨幅1.54%；布油现报84.72美元/桶，日内涨幅1.28%。</p><p>有报道称OPEC+本周会议可能会决定未来减产100万桶/日以上，持续支撑油价，<a href=\"https://laohu8.com/S/GS\">高盛</a>称该消息支撑了其看涨观点。多头士气持续受到鼓舞，再加上俄乌地缘局势紧张，美元回落，美股大幅反弹，油价短线存在进一步反弹空间。</p><p><b>黄金</b></p><p>现货黄金日内涨0.63%%，报1712.65美元/盎司。</p><p>隔夜美国制造业PMI数据表现不佳，美元和美债收益率回落至逾一周低位，给金价提供上涨动能。而且俄乌地缘局势依然紧张，市场对本周将出炉的非农数据预期并不乐观，金价仍有进一步走高机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"POSH":"Poshmark, Inc.","TTTN":"老虎中美互联网巨头ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index","QNETCN":"纳斯达克中美互联网老虎指数","HSBC":"汇丰","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124745006","content_text":"摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；哔哩哔哩、阿里、京东等热门中概股普涨；考虑以70亿美元出售加拿大业务，汇丰控股涨超4%。10月4日，美股股指期货上涨，道指期货涨1.31%，标普500指数涨1.63%，纳指期货涨2.03%。盘前要闻欧盟议会批准电子设备USB type-C通用充电端口新规，或将迫使苹果改变其iPhone和其他设备的充电端口。韩国最大搜索引擎和门户网站Naver以12亿美元的企业价值收购美国最大二手交易电商平台Poshmark。市场消息，美光科技承诺为纽约半导体工厂提供高达1000亿美元的资金。波音预计在2023年夏季之前不会获得美国联邦航空管理局（FAA）对737 MAX 10的批准。“木头姐”旗下方舟基金周一抄底特斯拉13万股，为该基金6月中旬以来首次增持。自4月以来的五个月里，苹果iPhone印度出口量翻倍至10亿美元。消息称汇丰控股正考虑以数十亿英镑的价格出售加拿大业务。英伟达宣布停止在俄罗斯的所有业务。欧盟委员会批准将Moderna新冠疫苗Spikevax的有条件上市许可转换为标准上市许可。激光雷达公司Velodyne收购AI软件公司Bluecity，Bluecity执行、软件开发和销售团队将加入Velodyne。希尔顿将在全美5400家酒店配备Peloton Interactive动感单车。盘前行情又一只妖股来袭！FingerMotion盘前涨超33%。该股上一交易日收涨92.88%，报6.5美元。公开消息显示，FingerMotion，Inc.致力于在中国市场提供移动支付和充值服务。它主要通过向中国联通和中国移动的客户提供这些服务来赚取收入。该公司于2014年1月23日创立，总部位于纽约州纽约。中概股盘前普涨，雾芯科技涨超4%， 拼多多、小鹏汽车涨超3%，哔哩哔哩、爱奇艺、阿里巴巴、网易、京东、百度、贝壳、理想汽车涨超2%。汇丰控股盘前涨超4%，汇丰控股考虑以70亿美元出售加拿大业务。沃达丰盘前涨超2%，此前表示正与长和就沃达丰英国和英国电信公司Three UK潜在合并事宜进行讨论。瑞士信贷美股盘前涨超4%，引发其可能濒临破产猜测的帖文此前被作者删除。特斯拉盘前涨超3%，前一日跌超8%，“木头姐”出手抄底13万股。这是伍德在2022年第二次购买特斯拉股份，此前一年她一直在减持特斯拉股份。最新的收购进一步证明，伍德又开始了逢低买进的热潮。Rivian盘前涨逾9%，2022年第三季度交付量为6584辆，产量7363辆，并表示维持全年产量目标。Poshmark盘前涨超13%，消息称韩国最大的搜索引擎和门户网站Naver以12亿美元的企业价值收购该公司。Sculptor盘前涨超7%，美国亿万富翁投资者Dan Och致信Sculptor Capital Management董事会，称有对冲基金对该公司有并购兴趣。欧洲市场欧洲主要股指集体大涨，截至发稿，德国DAX30指数涨2.92%，法国CAC40涨3.56%。原油国际油价上涨，美油报90.23美元/桶，日内涨幅1.54%；布油现报84.72美元/桶，日内涨幅1.28%。有报道称OPEC+本周会议可能会决定未来减产100万桶/日以上，持续支撑油价，高盛称该消息支撑了其看涨观点。多头士气持续受到鼓舞，再加上俄乌地缘局势紧张，美元回落，美股大幅反弹，油价短线存在进一步反弹空间。黄金现货黄金日内涨0.63%%，报1712.65美元/盎司。隔夜美国制造业PMI数据表现不佳，美元和美债收益率回落至逾一周低位，给金价提供上涨动能。而且俄乌地缘局势依然紧张，市场对本周将出炉的非农数据预期并不乐观，金价仍有进一步走高机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912768983,"gmtCreate":1664908403642,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768983","repostId":"1186011174","repostType":4,"repost":{"id":"1186011174","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":1664892072,"share":"https://ttm.financial/m/news/1186011174?lang=&edition=fundamental","pubTime":"2022-10-04 22:01","market":"us","language":"zh","title":"美股高开高走，纳斯达克指数涨幅扩大至3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186011174","media":"老虎资讯综合","summary":"10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。周二美国国债收益率继续下滑，","content":"<html><head></head><body><p>10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。</p><p><img src=\"https://static.tigerbbs.com/4f6af0382a92777bf208b68e4720bf98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>周二美国国债收益率继续下滑，10年期国债收益率降至3.583%。上周该项收益率一度突破4%。</p><p>美元跌至9月22日以来的最低水平，英镑反弹使美元遭遇重大阻力。英国退出一项减税计划，缓解了人们对政府财政健康状况的紧张情绪，尽管人们对英镑前景仍存有疑虑。</p><p>周一美股收高。有分析师认为，美股面临的一些不利因素正在缓解，提振了投资者的情绪。</p><p>人们希望美国经济疲软的最新迹象将促使美联储重新考虑其激进的货币紧缩政策，与此同时，货币市场预计联邦基金利率将在明年3月见顶，交易员降低了对美联储的加息押注。</p><p>投资者认为，在加息3个百分点开始对经济产生影响后，美国制造业数据弱于预期，支持了美联储的鸽派倾向。</p><p>美国供应管理协会（ISM）周一公布的数据显示，美国9月ISM制造业采购经理人指数为50.9%，低于8月份的52.8%，为2020年5月以来低位，逊于预期；制造业采购经理指数（PMI）终值报52，略高预期的51.8。</p><p>摩根大通指出，9月环球制造业PMI降至49.8，是逾两年以来首次收缩。</p><p>周一美股主要股指在经历了9月与第三季度下跌之后反弹。当天道指收高765点，涨幅近2.7%，创6月24日以来的最佳单日表现。标普500指数上涨约2.6%，创7月27日以来的最大单日涨幅。纳指上涨约2.3%。</p><p>Global X ETFs首席投资官Jon Maier表示：“这是市场压力释放后的反弹。”他警告称，不要将股市一天的表现视为趋势，因为压力释放推动的某一天股市上涨，并不能改变整个故事。</p><p>周一美股反弹，促使投资者想确定美股是否已经筑底。昨日美股反弹之前，美股跌入熊市已经有六个多月，标普500指数较其近期最高点已下跌约25%。</p><p>投资者对股市的悲观情绪已达到顶峰，他们将资金投入到其他资产。高盛(309.35,10.20,3.41%)的投资者情绪指标连续第31周为负值，接近创纪录水平。</p><p>高盛策略师表示，这意味着“除股票外别无选择”（There Is No Alternative to equities，TINA）时期的结束。不过，极端悲观的情绪被视为逆势看涨的指标。</p><p>最新的AAII美国散户情绪指数显示，空头（即认为股票在未来六个月内走低的人）数量连续第二周超过60%。</p><p>由于债券流动和信贷技术面恶化，美国银行的牛熊指标仍处于0.0的最大看跌水平。但策略师Michael Hartnett警告称，当出现像2008年那样的金融危机时，该指标的逆势买入信号不起作用。</p><p>德意志银行分析师Jim Reid表示：“有多种因素推动了美股周一反弹，但主要原因是越来越多投资者猜测美联储可能很快会转向更鸽派的立场，特别是在过去几周市场动荡之后。”</p><p>摩根士丹利分析师Mike Wilson认为，美联储将不得不效仿英国央行，结束量化紧缩并重启量化宽松，从而促使股市持续反弹。</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>美股高开高走，纳斯达克指数涨幅扩大至3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股高开高走，纳斯达克指数涨幅扩大至3%\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\">2022-10-04 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。</p><p><img src=\"https://static.tigerbbs.com/4f6af0382a92777bf208b68e4720bf98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>周二美国国债收益率继续下滑，10年期国债收益率降至3.583%。上周该项收益率一度突破4%。</p><p>美元跌至9月22日以来的最低水平，英镑反弹使美元遭遇重大阻力。英国退出一项减税计划，缓解了人们对政府财政健康状况的紧张情绪，尽管人们对英镑前景仍存有疑虑。</p><p>周一美股收高。有分析师认为，美股面临的一些不利因素正在缓解，提振了投资者的情绪。</p><p>人们希望美国经济疲软的最新迹象将促使美联储重新考虑其激进的货币紧缩政策，与此同时，货币市场预计联邦基金利率将在明年3月见顶，交易员降低了对美联储的加息押注。</p><p>投资者认为，在加息3个百分点开始对经济产生影响后，美国制造业数据弱于预期，支持了美联储的鸽派倾向。</p><p>美国供应管理协会（ISM）周一公布的数据显示，美国9月ISM制造业采购经理人指数为50.9%，低于8月份的52.8%，为2020年5月以来低位，逊于预期；制造业采购经理指数（PMI）终值报52，略高预期的51.8。</p><p>摩根大通指出，9月环球制造业PMI降至49.8，是逾两年以来首次收缩。</p><p>周一美股主要股指在经历了9月与第三季度下跌之后反弹。当天道指收高765点，涨幅近2.7%，创6月24日以来的最佳单日表现。标普500指数上涨约2.6%，创7月27日以来的最大单日涨幅。纳指上涨约2.3%。</p><p>Global X ETFs首席投资官Jon Maier表示：“这是市场压力释放后的反弹。”他警告称，不要将股市一天的表现视为趋势，因为压力释放推动的某一天股市上涨，并不能改变整个故事。</p><p>周一美股反弹，促使投资者想确定美股是否已经筑底。昨日美股反弹之前，美股跌入熊市已经有六个多月，标普500指数较其近期最高点已下跌约25%。</p><p>投资者对股市的悲观情绪已达到顶峰，他们将资金投入到其他资产。高盛(309.35,10.20,3.41%)的投资者情绪指标连续第31周为负值，接近创纪录水平。</p><p>高盛策略师表示，这意味着“除股票外别无选择”（There Is No Alternative to equities，TINA）时期的结束。不过，极端悲观的情绪被视为逆势看涨的指标。</p><p>最新的AAII美国散户情绪指数显示，空头（即认为股票在未来六个月内走低的人）数量连续第二周超过60%。</p><p>由于债券流动和信贷技术面恶化，美国银行的牛熊指标仍处于0.0的最大看跌水平。但策略师Michael Hartnett警告称，当出现像2008年那样的金融危机时，该指标的逆势买入信号不起作用。</p><p>德意志银行分析师Jim Reid表示：“有多种因素推动了美股周一反弹，但主要原因是越来越多投资者猜测美联储可能很快会转向更鸽派的立场，特别是在过去几周市场动荡之后。”</p><p>摩根士丹利分析师Mike Wilson认为，美联储将不得不效仿英国央行，结束量化紧缩并重启量化宽松，从而促使股市持续反弹。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186011174","content_text":"10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。周二美国国债收益率继续下滑，10年期国债收益率降至3.583%。上周该项收益率一度突破4%。美元跌至9月22日以来的最低水平，英镑反弹使美元遭遇重大阻力。英国退出一项减税计划，缓解了人们对政府财政健康状况的紧张情绪，尽管人们对英镑前景仍存有疑虑。周一美股收高。有分析师认为，美股面临的一些不利因素正在缓解，提振了投资者的情绪。人们希望美国经济疲软的最新迹象将促使美联储重新考虑其激进的货币紧缩政策，与此同时，货币市场预计联邦基金利率将在明年3月见顶，交易员降低了对美联储的加息押注。投资者认为，在加息3个百分点开始对经济产生影响后，美国制造业数据弱于预期，支持了美联储的鸽派倾向。美国供应管理协会（ISM）周一公布的数据显示，美国9月ISM制造业采购经理人指数为50.9%，低于8月份的52.8%，为2020年5月以来低位，逊于预期；制造业采购经理指数（PMI）终值报52，略高预期的51.8。摩根大通指出，9月环球制造业PMI降至49.8，是逾两年以来首次收缩。周一美股主要股指在经历了9月与第三季度下跌之后反弹。当天道指收高765点，涨幅近2.7%，创6月24日以来的最佳单日表现。标普500指数上涨约2.6%，创7月27日以来的最大单日涨幅。纳指上涨约2.3%。Global X ETFs首席投资官Jon Maier表示：“这是市场压力释放后的反弹。”他警告称，不要将股市一天的表现视为趋势，因为压力释放推动的某一天股市上涨，并不能改变整个故事。周一美股反弹，促使投资者想确定美股是否已经筑底。昨日美股反弹之前，美股跌入熊市已经有六个多月，标普500指数较其近期最高点已下跌约25%。投资者对股市的悲观情绪已达到顶峰，他们将资金投入到其他资产。高盛(309.35,10.20,3.41%)的投资者情绪指标连续第31周为负值，接近创纪录水平。高盛策略师表示，这意味着“除股票外别无选择”（There Is No Alternative to equities，TINA）时期的结束。不过，极端悲观的情绪被视为逆势看涨的指标。最新的AAII美国散户情绪指数显示，空头（即认为股票在未来六个月内走低的人）数量连续第二周超过60%。由于债券流动和信贷技术面恶化，美国银行的牛熊指标仍处于0.0的最大看跌水平。但策略师Michael Hartnett警告称，当出现像2008年那样的金融危机时，该指标的逆势买入信号不起作用。德意志银行分析师Jim Reid表示：“有多种因素推动了美股周一反弹，但主要原因是越来越多投资者猜测美联储可能很快会转向更鸽派的立场，特别是在过去几周市场动荡之后。”摩根士丹利分析师Mike Wilson认为，美联储将不得不效仿英国央行，结束量化紧缩并重启量化宽松，从而促使股市持续反弹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912768001,"gmtCreate":1664908267103,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768001","repostId":"2273485073","repostType":2,"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912761741,"gmtCreate":1664908249983,"gmtModify":1676537526481,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912761741","repostId":"1182637030","repostType":4,"repost":{"id":"1182637030","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":1664897112,"share":"https://ttm.financial/m/news/1182637030?lang=&edition=fundamental","pubTime":"2022-10-04 23:25","market":"us","language":"zh","title":"美股航空股集体走强，美国航空涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182637030","media":"老虎资讯综合","summary":"10月4日，美股航空股集体走强，美国航空涨超9%，达美航空涨超8%，捷蓝航空、联合大陆航空涨超7%，西南航空、西空航空、夏威夷控股涨超6%。","content":"<html><head></head><body><p>10月4日，美股航空股集体走强，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨超9%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨超8%，<a href=\"https://laohu8.com/S/JBLU\">捷蓝航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>涨超7%，<a href=\"https://laohu8.com/S/LUV\">西南航空</a>、<a href=\"https://laohu8.com/S/SKYW\">西空航空</a>、<a href=\"https://laohu8.com/S/HA\">夏威夷控股</a>涨超6%。</p><p><img src=\"https://static.tigerbbs.com/5b1e45fb01a9f3d0611ec28a203b65ef\" 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\" />\n<title>美股航空股集体走强，美国航空涨超9%</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美股航空股集体走强，美国航空涨超9%\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\">2022-10-04 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月4日，美股航空股集体走强，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>涨超9%，<a href=\"https://laohu8.com/S/DAL\">达美航空</a>涨超8%，<a href=\"https://laohu8.com/S/JBLU\">捷蓝航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>涨超7%，<a href=\"https://laohu8.com/S/LUV\">西南航空</a>、<a href=\"https://laohu8.com/S/SKYW\">西空航空</a>、<a href=\"https://laohu8.com/S/HA\">夏威夷控股</a>涨超6%。</p><p><img src=\"https://static.tigerbbs.com/5b1e45fb01a9f3d0611ec28a203b65ef\" 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/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"BK4500":"航空公司","DAL":"达美航空","UAL":"联合大陆航空","AAL":"美国航空","BK4008":"航空公司","BK4547":"WSB热门概念","JBLU":"捷蓝航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182637030","content_text":"10月4日，美股航空股集体走强，美国航空涨超9%，达美航空涨超8%，捷蓝航空、联合大陆航空涨超7%，西南航空、西空航空、夏威夷控股涨超6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912059461,"gmtCreate":1664714109853,"gmtModify":1676537497457,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912059461","repostId":"1115419515","repostType":4,"repost":{"id":"1115419515","kind":"news","pubTimestamp":1664704661,"share":"https://ttm.financial/m/news/1115419515?lang=&edition=fundamental","pubTime":"2022-10-02 17:57","market":"us","language":"zh","title":"美股9月“魔咒”再度应验，抛售何时将接近终点？","url":"https://stock-news.laohu8.com/highlight/detail?id=1115419515","media":"第一财经","summary":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应","content":"<div>\n<p>恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上...</p>\n\n<a href=\"https://www.yicai.com/news/101552952.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股9月“魔咒”再度应验，抛售何时将接近终点？</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美股9月“魔咒”再度应验，抛售何时将接近终点？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 17:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101552952.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上...</p>\n\n<a href=\"https://www.yicai.com/news/101552952.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.yicai.com/news/101552952.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115419515","content_text":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上，联邦公开市场委员会FOMC决定连续第三次加息75基点。与此同时，经济展望概要SEP中的政策预期变得越发强硬。值得注意的是，美联储内部在通胀问题上的重要共识也反映在了过去一周的公开讲话中。虽然美联储主席鲍威尔上周并未对货币政策发表观点，新任美联储副主席布雷纳德（Lael Brainard）的讲话确立了现阶段强硬的政策基调。她认为，在确定通胀在“非常高”的价格压力下有所放缓之前，货币政策可能会继续保持限制性。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，美联储的态度显示，他们决心推行限制性货币政策，直到通胀尽快回到2.0%的目标。预计利率在明年初触及本轮周期高位后将继续保持稳定，直到增长放缓和通胀降低为2024年的降息留出空间。最新公布的数据也为美联储的行动提供了支持，首先通胀压力依然高涨，作为最关注的通胀指标之一，美国8月个人消费支出物价指数PCE涨幅超过市场预期。其次，劳动力市场表现健康，最新初请失业金人数降至19.3万，创今年4月以来新低，这与美联储希望看到的正好相反，火热的就业环境可能成为推高通胀的潜在风险。10月7日美国将公布9月非农就业报告，一旦就业数据超预期或进一步加剧外界对于政策过度收紧的担忧。施瓦茨告诉记者，消费者仍在支撑经济。尽管价格高企且不断上涨，但个人消费小幅增长，这得益于强劲的就业市场和不断增长的收入。美联储显然不会对最新收入和支出报告中的价格指标感到满意，因此他们有强烈的动机继续加息，直到通胀趋势被打破。政策预期也继续推高美债收益率，与利率关联密切的2年期美债收益率站上4.2%，基准10年期美债收益率则突破3.8%关口。芝商所CME利率观察工具FedWatch显示，11月加息75基点和12月加息50基点的概率均略超过50%。施瓦茨认为，在通胀压力持续居高不下的情况下，预计美联储将在年底前将利率再提高125个基点。他认为，美国下半年经济增长将出现温和反弹，但持续高通胀、更积极的美联储货币政策紧缩、全球经济活动放缓的负面溢出效应以及企业盈利疲软，这些因素将推动美国经济在2023年上半年进入温和衰退。与此同时，金融市场动荡加剧，也给增长前景带来了下行风险。超跌反弹临近但风险犹存受通胀高烧不退的影响，8月以来美联储对加息的激进立场将美股进一步推入熊市，三大股指已经连续第三个季度下跌。个股表现持续低迷。据财经数据供应商FactSet的统计，标普500指数中有96家公司的股价触及52周新低，B.Riley Wealth首席市场策略师霍根（Art Hogan）表示：“如果要止跌，我们需要看到的是通胀显著降低，但现在还没有出现。因此这不会改变一直推动股市下跌的局面，也不会改变投资者情绪的反应。”除了对货币政策的担忧以外，多份业绩预警也引发了广泛关注。近一周来，耐克和嘉年华均在财报中提及了与通胀相关的利润压力。美国最大内存芯片制造商美光科技上季度营收同比下降约20%至66.4亿美元，为2020年疫情以来首次下降，并发布了疲弱的业绩指引。与此同时，大型科技股的经营也受到了经济压力的影响。苹果因需求放缓放弃了今年增产iPhone 14的计划，公司现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。脸书母公司 Meta Platform则宣布Meta冻结招聘，并将进行人员和团队重组，并削减成本和转移优先事项。股指波动环境下，CBOE恐慌指数VIX上周收于31.62，连续第二周处于30关口上方。衍生品交易再度活跃，根据嘉信理财提供的数据，9月以来美股期权日均交易量达到了4330万份，逼近去年11月创下的历史峰值。嘉信理财交易和衍生品董事总经理弗雷德里克（Randy Frederick）认为，过去一周，恐慌指数VIX看涨期权未平仓量环比增加13.3%，看跌期权未平仓量增长25%，变动幅度是正常水平的5倍至10倍，显示出随着波动性高位运行，资金开始博弈超跌反弹。标普500指数10月表现统计（资料来源：道琼斯市场）历史数据显示，10月美股有望迎来企稳回升，特别是在经历了大幅杀跌后的情况下。道琼斯市场数据统计发现，自标普指数创立以来，9月下跌了7%或以上的情况共11次，接下来的10月指数平均上涨0.53%，中位数上涨1.81%。不过潜在的反弹预期并不意味着风险已经远去。美银证券首席投资策略师哈特内特（Michael Hartnett）表示，包括美国股票、存托凭证和房地产投资信托等的纽约证交所综合指数已经跌破了多个关键技术支撑位，这其中包括200周移动平均线、2018年和2020年高点等。目前的亏损局面可能会迫使基金出售更多资产以筹集现金，从而陷入“螺旋抛售”。哈特内特预计标普500指数年内可能将先考验3333点，在那之后美股会迎来短暂反弹，但真正低点要到明年第一季度才会触及，届时美国经济衰退和信贷冲击将导致收益率、美元和美联储的鹰派态度自顶峰出现拐点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918153218,"gmtCreate":1664339349235,"gmtModify":1676537436641,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918153218","repostId":"1190978297","repostType":4,"repost":{"id":"1190978297","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":1664329162,"share":"https://ttm.financial/m/news/1190978297?lang=&edition=fundamental","pubTime":"2022-09-28 09:39","market":"hk","language":"zh","title":"零跑汽车一手中签率为100%，认购1手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1190978297","media":"老虎资讯综合","summary":"9月28日，零跑汽车发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，","content":"<html><head></head><body><p>9月28日，<a href=\"https://laohu8.com/S/09863.HK\">零跑汽车</a>发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。</p><p>公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，占发售股份总数的约1.64%（任何超额配股权获行使前）。合共接获3151份有效申请，一手中签率为100%，认购1手稳中一手。</p><p>此外，国际发售已获超额认购，发售股份最终数目约为1.29亿股，相当于发售股份总数的约98.36%（任何超额配股权获行使前）。</p><p>老虎国际整理相关数据如下表：<img src=\"https://static.tigerbbs.com/34ebd91cc24b195a82f8f75446e8a675\" tg-width=\"695\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/><b>分配结果</b></p><p>甲组每手100股，一手中签率100%，申购1手稳中一手。</p><p>乙组头为1000手（100000股），获配1000手（100000股）。<img src=\"https://static.tigerbbs.com/10df2c7a78e4f6cfd112b055529e898c\" tg-width=\"716\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/>零跑汽车创办于2015年，为一家中国智能电动汽车公司，主要聚焦于价格在人民币15万元至30万元的中国中高端主流新能源汽车市场。2021年全年，公司合计交付43748辆电动汽车，较2020年增长443.5%。根据弗若斯特沙利文的资料，按交付量计，零跑汽车是中国领先的新兴电动汽车公司中增速最快的公司。公司于2022年上半年交付51994辆智能电动汽车，较2021年同期增长265.3%。</p><p>零跑汽车自主研发智能电动汽车核心系统及电子部件中的所有关键软硬件。根据弗若斯特沙利文的资料，零跑汽车是中国目前唯一一家具有全域自主研发能力的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是少数几家具有全域自研能力的公司之一。公司从底层开始进行系统及电子部件的平台化开发，使其可以在不同电动车型之间高度灵活复用，使研发更加高效且具成本效益。</p><p>根据弗若斯特沙利文的资料，零跑汽车亦是中国垂直整合程度最高的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是垂直整合程度最高的公司之一，实现了智能电动汽车所有核心系统和电子部件的自主研发设计与生产制造，打造了智能动力系统、自动驾驶系统及智能座舱系统。</p><p>财务方面，2019年-2021年，公司的总收入分别为人民币1.17亿元、6.31亿元、31.32亿元人民币，复合年增长率为417.48%。2021年及2022年前三个月，收入分别为2.78亿元和19.92亿元人民币，同比增长率为616.37%。</p><p>行业方面，2021年，售价在人民币15-30万元价格区间的新能源汽车占中国新能源汽车总销量的36.2%，预计该细分市场将自2022年起成为中国新能源汽车市场中最大及增长最快的细分市场，2022年的年增长率达到59.6%。2026年，预计售价在人民币15-30万元价格区间的新能源汽车将占中国新能源汽车总销量的49.1%，成为中国新能源汽车市场增长的主要驱动力。</p><p></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>零跑汽车一手中签率为100%，认购1手稳中一手</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; 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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零跑汽车一手中签率为100%，认购1手稳中一手\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\">2022-09-28 09:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月28日，<a href=\"https://laohu8.com/S/09863.HK\">零跑汽车</a>发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。</p><p>公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，占发售股份总数的约1.64%（任何超额配股权获行使前）。合共接获3151份有效申请，一手中签率为100%，认购1手稳中一手。</p><p>此外，国际发售已获超额认购，发售股份最终数目约为1.29亿股，相当于发售股份总数的约98.36%（任何超额配股权获行使前）。</p><p>老虎国际整理相关数据如下表：<img src=\"https://static.tigerbbs.com/34ebd91cc24b195a82f8f75446e8a675\" tg-width=\"695\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/><b>分配结果</b></p><p>甲组每手100股，一手中签率100%，申购1手稳中一手。</p><p>乙组头为1000手（100000股），获配1000手（100000股）。<img src=\"https://static.tigerbbs.com/10df2c7a78e4f6cfd112b055529e898c\" tg-width=\"716\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/>零跑汽车创办于2015年，为一家中国智能电动汽车公司，主要聚焦于价格在人民币15万元至30万元的中国中高端主流新能源汽车市场。2021年全年，公司合计交付43748辆电动汽车，较2020年增长443.5%。根据弗若斯特沙利文的资料，按交付量计，零跑汽车是中国领先的新兴电动汽车公司中增速最快的公司。公司于2022年上半年交付51994辆智能电动汽车，较2021年同期增长265.3%。</p><p>零跑汽车自主研发智能电动汽车核心系统及电子部件中的所有关键软硬件。根据弗若斯特沙利文的资料，零跑汽车是中国目前唯一一家具有全域自主研发能力的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是少数几家具有全域自研能力的公司之一。公司从底层开始进行系统及电子部件的平台化开发，使其可以在不同电动车型之间高度灵活复用，使研发更加高效且具成本效益。</p><p>根据弗若斯特沙利文的资料，零跑汽车亦是中国垂直整合程度最高的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是垂直整合程度最高的公司之一，实现了智能电动汽车所有核心系统和电子部件的自主研发设计与生产制造，打造了智能动力系统、自动驾驶系统及智能座舱系统。</p><p>财务方面，2019年-2021年，公司的总收入分别为人民币1.17亿元、6.31亿元、31.32亿元人民币，复合年增长率为417.48%。2021年及2022年前三个月，收入分别为2.78亿元和19.92亿元人民币，同比增长率为616.37%。</p><p>行业方面，2021年，售价在人民币15-30万元价格区间的新能源汽车占中国新能源汽车总销量的36.2%，预计该细分市场将自2022年起成为中国新能源汽车市场中最大及增长最快的细分市场，2022年的年增长率达到59.6%。2026年，预计售价在人民币15-30万元价格区间的新能源汽车将占中国新能源汽车总销量的49.1%，成为中国新能源汽车市场增长的主要驱动力。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3a945364dcbd45903e790c62425333d","relate_stocks":{"09863":"零跑汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190978297","content_text":"9月28日，零跑汽车发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，占发售股份总数的约1.64%（任何超额配股权获行使前）。合共接获3151份有效申请，一手中签率为100%，认购1手稳中一手。此外，国际发售已获超额认购，发售股份最终数目约为1.29亿股，相当于发售股份总数的约98.36%（任何超额配股权获行使前）。老虎国际整理相关数据如下表：分配结果甲组每手100股，一手中签率100%，申购1手稳中一手。乙组头为1000手（100000股），获配1000手（100000股）。零跑汽车创办于2015年，为一家中国智能电动汽车公司，主要聚焦于价格在人民币15万元至30万元的中国中高端主流新能源汽车市场。2021年全年，公司合计交付43748辆电动汽车，较2020年增长443.5%。根据弗若斯特沙利文的资料，按交付量计，零跑汽车是中国领先的新兴电动汽车公司中增速最快的公司。公司于2022年上半年交付51994辆智能电动汽车，较2021年同期增长265.3%。零跑汽车自主研发智能电动汽车核心系统及电子部件中的所有关键软硬件。根据弗若斯特沙利文的资料，零跑汽车是中国目前唯一一家具有全域自主研发能力的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是少数几家具有全域自研能力的公司之一。公司从底层开始进行系统及电子部件的平台化开发，使其可以在不同电动车型之间高度灵活复用，使研发更加高效且具成本效益。根据弗若斯特沙利文的资料，零跑汽车亦是中国垂直整合程度最高的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是垂直整合程度最高的公司之一，实现了智能电动汽车所有核心系统和电子部件的自主研发设计与生产制造，打造了智能动力系统、自动驾驶系统及智能座舱系统。财务方面，2019年-2021年，公司的总收入分别为人民币1.17亿元、6.31亿元、31.32亿元人民币，复合年增长率为417.48%。2021年及2022年前三个月，收入分别为2.78亿元和19.92亿元人民币，同比增长率为616.37%。行业方面，2021年，售价在人民币15-30万元价格区间的新能源汽车占中国新能源汽车总销量的36.2%，预计该细分市场将自2022年起成为中国新能源汽车市场中最大及增长最快的细分市场，2022年的年增长率达到59.6%。2026年，预计售价在人民币15-30万元价格区间的新能源汽车将占中国新能源汽车总销量的49.1%，成为中国新能源汽车市场增长的主要驱动力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918153605,"gmtCreate":1664339324107,"gmtModify":1676537436638,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918153605","repostId":"1190175088","repostType":4,"repost":{"id":"1190175088","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":1664331010,"share":"https://ttm.financial/m/news/1190175088?lang=&edition=fundamental","pubTime":"2022-09-28 10:10","market":"hk","language":"zh","title":"万物云一手中签率为100%，认购1手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1190175088","media":"老虎资讯综合","summary":"9月28日消息，万物云发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13","content":"<html><head></head><body><p>9月28日消息，<a href=\"https://laohu8.com/S/02602.HK\">万物云</a>发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。</p><p>公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13万股，占发售股份总数的约8.17%（任何超额配股权获行使前）。合共接获4681份有效申请，一手中签率为100%，认购1手稳中一手。</p><p>此外，国际发售已获超额认购，发售股份最终数目为约1.07亿股，相当于发售股份总数的约91.83%（任何超额配股权获行使前）。</p><p>老虎国际整理相关数据如下表：<img src=\"https://static.tigerbbs.com/ed39e42e1fcdfaf13b87ebd74db61873\" tg-width=\"695\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><b>分配结果</b></p><p>甲组每手100股，一手中签率100%，申购1手稳中一手。</p><p>乙组头为1000手（100000股），获配1000手（100000股）。<img src=\"https://static.tigerbbs.com/0a504a297988f4ab4a99774ad4a1ef3d\" tg-width=\"785\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/92f7dc42dd462b2e32d61c3aec9a7ca0\" tg-width=\"734\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/>万物云是中国领先的物业管理服务提供商。根据弗若斯特沙利文的资料，按基础物业管理服务收入计，万物云于2021年在中国物业管理服务市场中排名第一，占有4.28%的市场份额。</p><p>依托于品牌优势和服务品质，万物云的业务范围已拓展至物业管理以外的业务，并成为了增长模式由社区、商企和城市空间业务体系协同驱动的领先服务提供商，为住宅社区、工作场所和公共建筑等多元化的物业以及覆盖业主、企业及其他机构客户的广泛客户群提供服务。</p><p>凭借研发投资，万物云已开发AIoT和BPaaS解决方桉，旨在使工作流程数字化、调用资源并提升公司所服务的空间的效率。随着服务产品与专用技术相互交织并进一步整合，公司已为实现规模经济和抓住基于临近地理位置产生的机会做好充分准备。就地域重点而言，公司致力于为拥有强劲经济基础的高线级城市的客户提供优质服务。</p><p>财务方面，2019年-2021年，公司的总收入分别为人民币139亿元、181亿元、237亿元，复合年增长率为30.46%；同期毛利率分别为17.7%、18.5%、17.0%；同期净利率分别为7.5%、8.4%、7.2%。</p><p>中国物业管理服务市场竞争激烈，而且高度分散。于2021年，中国物业管理服务公司的收入主要来自基础物业管理服务，约占74.4%。随着服务日渐多样化，增值服务占物业管理服务总收入的比例由2016年的17.2%增至2021年的25.6%，并预期于2026年达35.0%。增值服务的收入于2021年至2026年的复合年增长率为21.4%。</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>万物云一手中签率为100%，认购1手稳中一手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n万物云一手中签率为100%，认购1手稳中一手\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\">2022-09-28 10:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月28日消息，<a href=\"https://laohu8.com/S/02602.HK\">万物云</a>发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。</p><p>公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13万股，占发售股份总数的约8.17%（任何超额配股权获行使前）。合共接获4681份有效申请，一手中签率为100%，认购1手稳中一手。</p><p>此外，国际发售已获超额认购，发售股份最终数目为约1.07亿股，相当于发售股份总数的约91.83%（任何超额配股权获行使前）。</p><p>老虎国际整理相关数据如下表：<img src=\"https://static.tigerbbs.com/ed39e42e1fcdfaf13b87ebd74db61873\" tg-width=\"695\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><b>分配结果</b></p><p>甲组每手100股，一手中签率100%，申购1手稳中一手。</p><p>乙组头为1000手（100000股），获配1000手（100000股）。<img src=\"https://static.tigerbbs.com/0a504a297988f4ab4a99774ad4a1ef3d\" tg-width=\"785\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/92f7dc42dd462b2e32d61c3aec9a7ca0\" tg-width=\"734\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/>万物云是中国领先的物业管理服务提供商。根据弗若斯特沙利文的资料，按基础物业管理服务收入计，万物云于2021年在中国物业管理服务市场中排名第一，占有4.28%的市场份额。</p><p>依托于品牌优势和服务品质，万物云的业务范围已拓展至物业管理以外的业务，并成为了增长模式由社区、商企和城市空间业务体系协同驱动的领先服务提供商，为住宅社区、工作场所和公共建筑等多元化的物业以及覆盖业主、企业及其他机构客户的广泛客户群提供服务。</p><p>凭借研发投资，万物云已开发AIoT和BPaaS解决方桉，旨在使工作流程数字化、调用资源并提升公司所服务的空间的效率。随着服务产品与专用技术相互交织并进一步整合，公司已为实现规模经济和抓住基于临近地理位置产生的机会做好充分准备。就地域重点而言，公司致力于为拥有强劲经济基础的高线级城市的客户提供优质服务。</p><p>财务方面，2019年-2021年，公司的总收入分别为人民币139亿元、181亿元、237亿元，复合年增长率为30.46%；同期毛利率分别为17.7%、18.5%、17.0%；同期净利率分别为7.5%、8.4%、7.2%。</p><p>中国物业管理服务市场竞争激烈，而且高度分散。于2021年，中国物业管理服务公司的收入主要来自基础物业管理服务，约占74.4%。随着服务日渐多样化，增值服务占物业管理服务总收入的比例由2016年的17.2%增至2021年的25.6%，并预期于2026年达35.0%。增值服务的收入于2021年至2026年的复合年增长率为21.4%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/562fd71289682d0f438af5fcf40e45f7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190175088","content_text":"9月28日消息，万物云发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13万股，占发售股份总数的约8.17%（任何超额配股权获行使前）。合共接获4681份有效申请，一手中签率为100%，认购1手稳中一手。此外，国际发售已获超额认购，发售股份最终数目为约1.07亿股，相当于发售股份总数的约91.83%（任何超额配股权获行使前）。老虎国际整理相关数据如下表：分配结果甲组每手100股，一手中签率100%，申购1手稳中一手。乙组头为1000手（100000股），获配1000手（100000股）。万物云是中国领先的物业管理服务提供商。根据弗若斯特沙利文的资料，按基础物业管理服务收入计，万物云于2021年在中国物业管理服务市场中排名第一，占有4.28%的市场份额。依托于品牌优势和服务品质，万物云的业务范围已拓展至物业管理以外的业务，并成为了增长模式由社区、商企和城市空间业务体系协同驱动的领先服务提供商，为住宅社区、工作场所和公共建筑等多元化的物业以及覆盖业主、企业及其他机构客户的广泛客户群提供服务。凭借研发投资，万物云已开发AIoT和BPaaS解决方桉，旨在使工作流程数字化、调用资源并提升公司所服务的空间的效率。随着服务产品与专用技术相互交织并进一步整合，公司已为实现规模经济和抓住基于临近地理位置产生的机会做好充分准备。就地域重点而言，公司致力于为拥有强劲经济基础的高线级城市的客户提供优质服务。财务方面，2019年-2021年，公司的总收入分别为人民币139亿元、181亿元、237亿元，复合年增长率为30.46%；同期毛利率分别为17.7%、18.5%、17.0%；同期净利率分别为7.5%、8.4%、7.2%。中国物业管理服务市场竞争激烈，而且高度分散。于2021年，中国物业管理服务公司的收入主要来自基础物业管理服务，约占74.4%。随着服务日渐多样化，增值服务占物业管理服务总收入的比例由2016年的17.2%增至2021年的25.6%，并预期于2026年达35.0%。增值服务的收入于2021年至2026年的复合年增长率为21.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910525690,"gmtCreate":1663646893510,"gmtModify":1676537308300,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910525690","repostId":"2268992702","repostType":4,"repost":{"id":"2268992702","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1663638355,"share":"https://ttm.financial/m/news/2268992702?lang=&edition=fundamental","pubTime":"2022-09-20 09:45","market":"sh","language":"zh","title":"8237亿大案！赌厅之王开审，289项罪名，最新案情大曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2268992702","media":"中国基金报","summary":"9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。另外，深涉周焯华案的知名女星安以轩丈夫陈荣炼，也将于12月5日受审，被控涉及83项罪名。温州警方敦促周焯华尽快投案自首，争取宽大处理。陈荣炼案之所以广受关注，另一原因是其为知名女星安以轩的丈夫。","content":"<div>\n<p>曾经风光无限的“洗米华”，终于迎来审判日！9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。据澳门日报报道，周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗六博企及特区政府。2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数8237.74亿港元，至少赚取215.21...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n","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>8237亿大案！赌厅之王开审，289项罪名，最新案情大曝光</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\">\n8237亿大案！赌厅之王开审，289项罪名，最新案情大曝光\n</h2>\n\n<h4 class=\"meta\">\n\n2022-09-20 09:45 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾经风光无限的“洗米华”，终于迎来审判日！9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。据澳门日报报道，周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗六博企及特区政府。2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数8237.74亿港元，至少赚取215.21...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e4b74c2f08441f8839e052ef40dcded","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268992702","content_text":"曾经风光无限的“洗米华”，终于迎来审判日！9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。据澳门日报报道，周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗六博企及特区政府。2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数8237.74亿港元，至少赚取215.21亿港元的不正当利益，导致特区少收82.6亿港元的博彩税。另外，深涉周焯华案的知名女星安以轩丈夫陈荣炼，也将于12月5日受审，被控涉及83项罪名。这起轰轰烈烈的赌场风云，将要迎来终局审判。周焯华案续审被控涉罪289项据澳门日报消息，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于9月19日下午在初级法院开审。押解周的囚车于当日下午约2时15分在警车开路下，抵达初院。最早在上午8时多已有人轮候旁听，周焯华的妻子陈慧玲（绰号“洗米嫂”）亦在场，法院续开设延伸法庭直播庭上情况。周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗6博企及澳门特区政府。（注：“赌底面”，即赌客在台面赌博时，在台面下以杠杆的方式加大赌博金额）。控罪书显示，周以太阳城集团及贵宾会名义，与一众嫌犯经营不法的“赌底面”生意，集团内部以“营运”为暗号，参与赌底面的赌客已事先约定，将台面赌注在台底以倍数加大。集团至少自2013年起发展“代理”，赌客可以五百万港元亿股加入称为“食货公司”的赌底面公司，赚取码佣分成。控方案情指出，2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数逾8237.74亿港元，至少赚取215亿港元的不正当利益，导致澳门特区少收82.6亿港元的博彩税。检察院代表澳门特别行政区和四名辅助人永利渡假村（澳门）股份有限公司、澳娱综合度假股份有限公司、美高梅金殿超濠股份有限公司、威尼斯人澳门股份有限公司分别提出民事损害赔偿请求。除了特区政府的82.6亿港元外，永利索赔约7.9亿港元、澳娱索赔约1.7亿港元、威尼斯人索赔约3亿港元，美高梅赔偿仍待厘清。否认不法经营赌博及清洗黑钱强调无经营“赌底面”据澳门日报消息，周焯华在庭上否认不法经营赌博及清洗黑钱等控罪，强调无经营“赌底面”，只承认在菲律宾当地合法经营电话投注。案件共21名被告，当中11人缺席，在代表律师不反对下开庭。周焯华选择回答问题，主任检察官黎裕豪首先问周焯华“赌底面”的控罪，展示多份监听资料。周焯华则回应称，八年前的事已记不起，有关内容是就贵宾厅的信贷风险管理给予意见，一间底面公司历年来起码有数万宗交易，控诉书以其数十次的通话或讯息内容来指控他指挥赌底面公司并不符逻辑。太阳城贵宾厅生意很好，毋须从事“赌底面”生意。关于被控在澳不法经营电投网投，周亦否认经营网投，只承认在菲律宾从事电话投注，且在当地合法。2019年在博监局出台指引后已将电投业务转手，强调不会从事澳门法律不容许的生意。他又称，没有太阳城的人员在内地从事赌博宣传活动。关于“赌底面”的客户以内地发展项目还赌债，周焯华称汉飞项目的老板周拥军（第21被告，缺席）并无欠太阳城赌债，他融资了十多亿在汉飞项目，形容自己是“白武士”，帮助对方偿还欠他人的债务。自身开设的融资公司在香港有金融牌照，珠海横琴有资产管理牌照，又说“无人会咁戆居攞十几亿出来开一间收数公司”。周焯华回应民事索偿方、博彩公司代表律师提问时指出，知道存在“赌底面”公司，至于是谁人营运？他回答可能是张志坚（第五嫌犯，正被羁押）。该案将于明日下午二时四十五分续审。该案原本于9月2日开庭，但由于多名被告未出庭，包括第八号嫌犯王柏龄缺席，因此延期至9月19日开庭审理。澳门检察院早前表示，经初步调查，认为有充分迹象显示，被捕人士分别涉嫌触犯参加犯罪集团罪、领导犯罪集团罪，两项罪名分别最高可判坐牢10年及12年，另外亦涉嫌触犯洗黑钱罪，以及不法经营赌博罪，分别最高可判坐牢8年及3年。数罪并罚下，洗米华或将面临最高33年的牢狱处罚。境内团伙上月受审涉开设赌场、非法经营罪在此次周焯华受审前，其在境内发展的犯罪团伙已先行一步受审。2022年8月10日-12日，浙江省温州市中级人民法院依法公开开庭合并审理了被告人张宁宁等34人犯开设赌场罪、非法经营罪，被告人张时秀犯开设赌场罪，被告人钟海燕犯开设赌场罪等三起案件，该三起案件均为以周焯华（另案处理）为首的跨境赌博犯罪集团系列案件。据公诉机关指控，2007年以来，澳门太阳城博彩中介一人有限公司股东、董事周焯华在澳门等地赌场承包赌厅，并于2015年开始在菲律宾等地先后开设“SCM联盟E城”“UE环球E城”等网络赌博平台进行赌博活动。为牟取非法利益，周焯华通过发展股东级代理及赌博代理，以提供高额佣金利诱各级代理组织中国境内公民参与跨境赌博，并向中国境内公民推广网络赌博平台；在中国境内成立资产管理公司为赌客用资产换取赌博筹码提供服务，协助客户进行跨境资金兑付，追索赌债；利用境内地下钱庄等第三方为赌客提供赌资支付结算。此外，周焯华等人还通过中国境内技术公司提供赌客管理、资金结算、车辆服务等技术支持；在中国境内设立公司为中国公民赴境外赌博提供车辆接送服务等，组织中国公民赴境外太阳城赌厅赌博、参与跨境网络赌博。多年来，逐步形成以周焯华为首，以被告人张宁宁、张时秀、钟泽新、赖文涛、庞克训等多人为骨干，被告人彭浩、麦国雄等多人为成员，人员固定、层级明确、人数众多的跨境赌博犯罪集团。截至2021年11月，以周焯华为首的跨境赌博犯罪集团实施开设赌场犯罪，共发展股东级代理400余人（其中中国籍283人）、赌博代理6万余人（其中中国籍38307人），发展中国境内赌客会员6万余人。在此次通报中，温州市中院并未提及具体涉案金额，仅提到“涉案金额特别巨大”，严重扰乱了社会管理秩序和市场经济秩序。公诉机关另指控，被告人张宁宁在周焯华指使下，为跨境赌博犯罪集团牟取非法利益，违反国家规定，变相买卖外汇，实施非法经营犯罪，情节特别严重，严重扰乱金融市场秩序。去年11月，温州市公安局发布案情通报称，以犯罪嫌疑人周焯华为首、张宁宁等人为骨干的跨境赌博犯罪集团，涉嫌在中国境内实施开设赌场犯罪行为，情节严重。温州市人民检察院依法对犯罪嫌疑人周焯华批准逮捕。温州警方敦促周焯华尽快投案自首，争取宽大处理。案情通报发布两日后，澳门特区政府司法警察局举行特别新闻发布会，证实已于27日凌晨拘捕一犯罪集团的周某及其余10人。周某等11人对架设海外赌博平台等行为供认不讳。陈荣炼案12月5日开审涉83项罪名继周焯华之后，德晋集团负责人陈荣炼再因涉嫌以犯罪集团经营“赌底面”，诈骗六博企及特区政府，正遭羁押候审。陈荣炼案之所以广受关注，另一原因是其为知名女星安以轩的丈夫。据澳门日报报道，根据初级法院排期，陈案已定于12月5日早上9时45分开审。他被控犯罪集团、在许可地方内不法经营赌博、诈骗、清洗黑钱等83项罪。案件将由法官林炳辉、叶少芬、郑绮雯组成的合议庭负责。涉及九名被告，陈荣炼由葡籍律师高万祺代表。有四间博企提出民事损害赔偿请求。控方案情指出，陈荣炼建立“德晋贵宾会”，至少自2014年起与众被告在各娱乐场经营“赌底面”，内部以“外底”或“星数”为暗号，以约定比例私下接受赌客“台底”投注，将“台面”赌注在“台底”以倍数加大，码佣亦加大两倍。为防避博监局监督和检查，集团会提交虚假财务报表。集团又在澳门经营电话投注“快速电投”、“可视电投”，透过赌博网页及手机应用程序，将在菲律宾等地经营的赌博活动进行直播，让赌客在澳门和内地等不同地点进行电投赌博。2021年11月27日，警方拘捕太阳城集团负责人周焯华，为免“德晋集团”受牵连，陈荣炼于12月将集团结业，并命人将部分文件烧毁，将主要服务器移动硬盘的核心区域钻毁。控诉文件指出，陈约六年来“赌底面”总转码数约349亿港元，至少赚取约15亿港元的不正当利益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910522726,"gmtCreate":1663646751765,"gmtModify":1676537308285,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910522726","repostId":"1138591822","repostType":4,"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820989,"gmtCreate":1663396999942,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820989","repostId":"2268640391","repostType":4,"repost":{"id":"2268640391","kind":"news","pubTimestamp":1663388390,"share":"https://ttm.financial/m/news/2268640391?lang=&edition=fundamental","pubTime":"2022-09-17 12:19","market":"fut","language":"zh","title":"穆迪：大宗商品价格波动，公司业绩或存在失真","url":"https://stock-news.laohu8.com/highlight/detail?id=2268640391","media":"智通财经","summary":"穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MCO\">穆迪</a>近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。</p><p>由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。</p><p>穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”</p><p>穆迪发出警告之前，欧洲能源价格今年创下历史新高，导致一些国家出手干预，以避免一些公司破产。瑞典、芬兰和德国正在拨出数十亿欧元的紧急流动性贷款，以支持受到突然追加保证金要求打击的公用事业公司。</p><p>穆迪分析师指出，由于追加保证金的一般暂时性，目前的信贷指标可能“严重低估或夸大，无法反映根本的经济状况”。“由于企业必须为支付保证金提供资金，净债务可能被扭曲。具体来说，由于计入非现金按市值计价损益和保证金收入/支付，来自业务的资金可能被多报/少报。”</p></body></html>","source":"stock_zhitongcaijing","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\" 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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穆迪：大宗商品价格波动，公司业绩或存在失真\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 12:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/793525.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/793525.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"COP":"康菲石油"},"source_url":"http://www.zhitongcaijing.com/content/detail/793525.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268640391","content_text":"穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”穆迪发出警告之前，欧洲能源价格今年创下历史新高，导致一些国家出手干预，以避免一些公司破产。瑞典、芬兰和德国正在拨出数十亿欧元的紧急流动性贷款，以支持受到突然追加保证金要求打击的公用事业公司。穆迪分析师指出，由于追加保证金的一般暂时性，目前的信贷指标可能“严重低估或夸大，无法反映根本的经济状况”。“由于企业必须为支付保证金提供资金，净债务可能被扭曲。具体来说，由于计入非现金按市值计价损益和保证金收入/支付，来自业务的资金可能被多报/少报。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820024,"gmtCreate":1663396988068,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820024","repostId":"2267694942","repostType":4,"repost":{"id":"2267694942","kind":"highlight","pubTimestamp":1663396068,"share":"https://ttm.financial/m/news/2267694942?lang=&edition=fundamental","pubTime":"2022-09-17 14:27","market":"hk","language":"zh","title":"CXO暴跌后，医药基金经理们的煎熬与分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2267694942","media":"Wind资讯","summary":"CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登","content":"<html><head></head><body><p><b> </b>CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。</p><p>这一事件的导火索，是9月12日美国总统拜登签署的一项行政命令，该命令旨在促进制药业以及农业、塑料和能源等行业的美国制造。</p><p>消息一出，13日开盘A股和H股CXO概念股便迎来了大跌，A股CXO龙头<a href=\"https://laohu8.com/S/WX\">药明康德</a>和<a href=\"https://laohu8.com/S/002821\">凯莱英</a>跌停，港股<a href=\"https://laohu8.com/S/02269\">药明生物</a>跌近20%……</p><p>受此影响，医药主题基金的净值亦遭遇大幅打击。截至9月16日，带有基金名称中带有“医药”或“医疗”的基金产品自9月13日以来几乎全线下跌。更有包括国投<a href=\"https://laohu8.com/S/UBS\">瑞银</a><a href=\"https://laohu8.com/S/002173\">创新医疗</a>、广发沪港深医药、广发医疗健康等多只医药主题基金9月13日单日大跌近5%。</p><p>杀跌之后，部分基金经理表示，受海外政策影响，目前对CXO领域态度依旧偏谨慎。不过也有基金经理表示，长期来看低位配置价值凸显。</p><p><b>遭遇“黑天鹅”</b></p><p>9月12日，当人们还在欢度中秋假期时，一则来自美国的消息让医药基金经理和研究员们开始担忧起来。</p><p>当地时间9月12日，美国总统拜登签署了一项行政命令，启动国家生物技术和生物制造倡议。</p><p>其中指出，生物制造（主要为合成生物学等控制微生物制造特殊的化学物质和化合物，用于打造塑料、燃料、材料和药品等）未来将成为工业的重要组成部分，在十年内或可达到30万亿美元产值，而目前美国生物制造业正过度依赖于其他国家的供应链。</p><p>该倡议预计或将加速生物技术创新，在农业、能源、医药等领域发展美国的生物经济。</p><p>消息传来，9月13日A股、H股CXO概念板块便迎来大跌，截至当天收盘，A股CXO龙头<a href=\"https://laohu8.com/S/603259\">药明康德</a>和<a href=\"https://laohu8.com/S/06821\">凯莱英</a>跌停，<a href=\"https://laohu8.com/S/300759\">康龙化成</a>跌超13%，<a href=\"https://laohu8.com/S/300363\">博腾股份</a>跌近10%，<a href=\"https://laohu8.com/S/300347\">泰格医药</a>跌超7%；港股药明生物跌近20%，<a href=\"https://laohu8.com/S/02359\">药明康德</a>跌近17%，凯莱英跌超12%，<a href=\"https://laohu8.com/S/03347\">泰格医药</a>跌超9%，<a href=\"https://laohu8.com/S/03759\">康龙化成</a>跌超14%。</p><p>随即，多家CXO概念相关上市公司对外回应。药明康德相关人士表示，公司关注到该信息，目前公司业务和运营一切正常。泰格医药回应称，从公开消息看，（该政策）主要是针对CDMO生物合成制造方面，“暂时没有看出（该政策）对我们公司会有潜在的影响。”</p><p>CXO，俗称医药外包产业链，而医药产业链又分为研发、生产、销售。这三者均可实现外部，其中，研发外包为CRO,生产外包为CMO或CDMO，销售外包为CSO。在业内，CXO也泛指做医药外包业务的公司。</p><p>虽然多家公司表示该政策目前未对公司造成实质影响，但对于医药基金经理来说，这一消息对所管理的基金净值来说却造成了“暴击”。</p><p>根据wind数据不完全统计发现，9月13日当天，在基金名称中带有“医药”或“医疗”的149只基金几乎全部“沦陷”。其中国投瑞银创新医疗、广发沪港深医药、广发医疗健康当日跌幅最大，分别下跌4.96%、4.93%和4.90%。</p><p>正是由于近期的大幅震荡，一位医药基金经理在近日与渠道的路演交流中不得已关闭评论，并缩短了路演时间……</p><p><b>曾经的“救命稻草”</b></p><p>事实上，近年来，CXO逐步成为了医药基金经理持仓的主要阵地。</p><p>记者了解到，随着近年来医药领域的发展与变化，医药基金经理们的持仓风格逐渐从“仿制药--原料药--创新药--医疗器械--医疗服务--CXO”，这一变化在2021年下半年开始愈演愈烈。</p><p>究其原因，北京一位医药基金经理对记者透露，近几年包括集采、医保谈判，对仿制药、创新药等的价格打压比较严重，以至于很多药品降价幅度超过了50%，很多相关企业的股价也经历了长时间大幅度的调整。</p><p>就在医药全行业持续调整震荡时，以药明康德为代表的CXO异军突起，持续拉升，看到机会的医药基金经理们好像找到了“救命稻草”一样牢牢抓住。</p><p>如今这一现象被业内戏称为“含CXO量”。</p><p>后视镜视角来看，2020年底则是布局CXO的好机会。彼时，工银瑞信基金旗下基金经理赵蓓、谭冬寒、长城基金的谭小兵等均在2020年下半年便将所管理的部分基金前十大重仓股逐步调成CXO概念股。</p><p>正因如此，2020年至今，即便医药全行业整体走势较为低迷之下，赵蓓的工银瑞信前沿医疗、谢玮的<a href=\"https://laohu8.com/S/601066\">中信建投</a>医改、谭冬寒的工银瑞信医疗健康等多只医药主题基金曾一度实现翻倍，截至目前依然创造了超过50%的回报。</p><p>然而，随着海外“黑天鹅”事件的突然降临，“含CXO量”较高的基金也纷纷大幅回调。</p><p><b>提前减仓</b></p><p>不过，在记者统计的“含CXO量”较高的基金中，有部分基金在9月13日当天，仅呈现微跌状态，甚至部分基金实现了“万绿丛中一点红”。</p><p>例如，前海开源中药研究精选9月13日日涨幅为0.66%、鹏华医药科技同一天涨幅为0.38%。此外，郎超管理的鹏华医疗保健及潘龙玲管理的建信高端医疗当日呈现微跌状态，跌幅分别为0.10%和0.55%。</p><p>而从中报来看，上述基金经理提前减仓CXO的可能性较大。</p><p>例如，鹏华医药科技基金经理金笑非在半年报报中表示，结构上，看好医药新周期的开始，CXO虽然有比较大的调整，但未来仍对这个抱团的板块比较谨慎，资金会从CXO里不断出来，重新在医药各个细分行业里动态平衡。</p><p>事实上，金笑非在去年四季度时便对CXO板块进行了减仓操作，其在2021年四季报中表示，四季度我们在高位兑现了大部分的CXO资产。</p><p>无独有偶，建信高端医疗基金经理潘龙玲也在去年四季度对CXO进行了减仓操作，其在去年四季报中表示，布局了制药装备、中成药、医疗服务、中药消费品等子板块，减少了创新药产业链（CXO）、医疗服务、高值耗材、医疗器械方面的配置。</p><p>而对于CXO利空和大幅杀跌后，基金经理如何看待医药赛道的投资格局？</p><p>华南一位医药基金经理坦言，目前对CXO领域的态度偏谨慎。原因在于中国CXO企业的产品在美国上市会受美国临床审批政策的限制，从而导致时间成本，经济成本，科学成本大大增加。</p><p>恒生前海消费升级混合基金经理鲁娜认为，国内CXO行业对美国客户尤其依赖，由于国内CXO企业的收入75%以上来自海外，对地缘政策敏感度较高，该项行政命令导致市场对企业中长期景气度不乐观，进一步影响相关公司的估值评估，因此市场在较为恐慌且悲观的情绪下选择卖出相关标的以回避风险。</p><p>展望未来，鲁娜进一步表示，我国CXO行业上半年业绩较为靓丽，企业订单充足，固定资产和在建工程仍保持高速增长，从侧面体现行业高景气度周期持续，业绩有望持续高增。CXO板块经过近两年的估值消化，整体估值已回归较为合理的区间，从长期看低位配置价值凸显。</p><p>泰达宏利基金表示，当前一级市场医药投资依旧火爆，在企业人员招聘和CAPEX（资本性支出）持续增加的背景下，CXO板块依旧会维持较高的景气度。</p><p>“在产业技术加速迭代、资本支持持续强化、医改不断推进的背景下，<a href=\"https://laohu8.com/S/600056\">中国医药</a>企业唯有不断创新、升级，才能在日益激烈的竞争中脱颖而出。在投资决策时，投资者除了重点关注一线龙头外，也可自下而上找寻各细分领域的“专精特新”小龙头。”泰达宏利基金进一步认为。</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研报认为，生物制造产能建设周期较长，从土建到后续的生产体系建设和监管机构认证长达3-5年。考虑到具体政策细节和支持方案尚不明确，美国本土的基础建设周期时间长，行政令落地后或需要5年以上的时间方有可能对国内现有生物制造工业体系产生实质性影响。</p></body></html>","source":"wind","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>CXO暴跌后，医药基金经理们的煎熬与分化</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\">\nCXO暴跌后，医药基金经理们的煎熬与分化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 14:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登签署的一项行政命令，该命令旨在促进制药业以及农业、塑料和能源等行业的美国制造。消息一出，13日开盘A股和H股CXO概念股便迎来了大跌，A股CXO龙头药明康德和凯莱英跌停，港股药明生物跌近20%……受此...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e","relate_stocks":{"300363":"博腾股份"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267694942","content_text":"CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登签署的一项行政命令，该命令旨在促进制药业以及农业、塑料和能源等行业的美国制造。消息一出，13日开盘A股和H股CXO概念股便迎来了大跌，A股CXO龙头药明康德和凯莱英跌停，港股药明生物跌近20%……受此影响，医药主题基金的净值亦遭遇大幅打击。截至9月16日，带有基金名称中带有“医药”或“医疗”的基金产品自9月13日以来几乎全线下跌。更有包括国投瑞银创新医疗、广发沪港深医药、广发医疗健康等多只医药主题基金9月13日单日大跌近5%。杀跌之后，部分基金经理表示，受海外政策影响，目前对CXO领域态度依旧偏谨慎。不过也有基金经理表示，长期来看低位配置价值凸显。遭遇“黑天鹅”9月12日，当人们还在欢度中秋假期时，一则来自美国的消息让医药基金经理和研究员们开始担忧起来。当地时间9月12日，美国总统拜登签署了一项行政命令，启动国家生物技术和生物制造倡议。其中指出，生物制造（主要为合成生物学等控制微生物制造特殊的化学物质和化合物，用于打造塑料、燃料、材料和药品等）未来将成为工业的重要组成部分，在十年内或可达到30万亿美元产值，而目前美国生物制造业正过度依赖于其他国家的供应链。该倡议预计或将加速生物技术创新，在农业、能源、医药等领域发展美国的生物经济。消息传来，9月13日A股、H股CXO概念板块便迎来大跌，截至当天收盘，A股CXO龙头药明康德和凯莱英跌停，康龙化成跌超13%，博腾股份跌近10%，泰格医药跌超7%；港股药明生物跌近20%，药明康德跌近17%，凯莱英跌超12%，泰格医药跌超9%，康龙化成跌超14%。随即，多家CXO概念相关上市公司对外回应。药明康德相关人士表示，公司关注到该信息，目前公司业务和运营一切正常。泰格医药回应称，从公开消息看，（该政策）主要是针对CDMO生物合成制造方面，“暂时没有看出（该政策）对我们公司会有潜在的影响。”CXO，俗称医药外包产业链，而医药产业链又分为研发、生产、销售。这三者均可实现外部，其中，研发外包为CRO,生产外包为CMO或CDMO，销售外包为CSO。在业内，CXO也泛指做医药外包业务的公司。虽然多家公司表示该政策目前未对公司造成实质影响，但对于医药基金经理来说，这一消息对所管理的基金净值来说却造成了“暴击”。根据wind数据不完全统计发现，9月13日当天，在基金名称中带有“医药”或“医疗”的149只基金几乎全部“沦陷”。其中国投瑞银创新医疗、广发沪港深医药、广发医疗健康当日跌幅最大，分别下跌4.96%、4.93%和4.90%。正是由于近期的大幅震荡，一位医药基金经理在近日与渠道的路演交流中不得已关闭评论，并缩短了路演时间……曾经的“救命稻草”事实上，近年来，CXO逐步成为了医药基金经理持仓的主要阵地。记者了解到，随着近年来医药领域的发展与变化，医药基金经理们的持仓风格逐渐从“仿制药--原料药--创新药--医疗器械--医疗服务--CXO”，这一变化在2021年下半年开始愈演愈烈。究其原因，北京一位医药基金经理对记者透露，近几年包括集采、医保谈判，对仿制药、创新药等的价格打压比较严重，以至于很多药品降价幅度超过了50%，很多相关企业的股价也经历了长时间大幅度的调整。就在医药全行业持续调整震荡时，以药明康德为代表的CXO异军突起，持续拉升，看到机会的医药基金经理们好像找到了“救命稻草”一样牢牢抓住。如今这一现象被业内戏称为“含CXO量”。后视镜视角来看，2020年底则是布局CXO的好机会。彼时，工银瑞信基金旗下基金经理赵蓓、谭冬寒、长城基金的谭小兵等均在2020年下半年便将所管理的部分基金前十大重仓股逐步调成CXO概念股。正因如此，2020年至今，即便医药全行业整体走势较为低迷之下，赵蓓的工银瑞信前沿医疗、谢玮的中信建投医改、谭冬寒的工银瑞信医疗健康等多只医药主题基金曾一度实现翻倍，截至目前依然创造了超过50%的回报。然而，随着海外“黑天鹅”事件的突然降临，“含CXO量”较高的基金也纷纷大幅回调。提前减仓不过，在记者统计的“含CXO量”较高的基金中，有部分基金在9月13日当天，仅呈现微跌状态，甚至部分基金实现了“万绿丛中一点红”。例如，前海开源中药研究精选9月13日日涨幅为0.66%、鹏华医药科技同一天涨幅为0.38%。此外，郎超管理的鹏华医疗保健及潘龙玲管理的建信高端医疗当日呈现微跌状态，跌幅分别为0.10%和0.55%。而从中报来看，上述基金经理提前减仓CXO的可能性较大。例如，鹏华医药科技基金经理金笑非在半年报报中表示，结构上，看好医药新周期的开始，CXO虽然有比较大的调整，但未来仍对这个抱团的板块比较谨慎，资金会从CXO里不断出来，重新在医药各个细分行业里动态平衡。事实上，金笑非在去年四季度时便对CXO板块进行了减仓操作，其在2021年四季报中表示，四季度我们在高位兑现了大部分的CXO资产。无独有偶，建信高端医疗基金经理潘龙玲也在去年四季度对CXO进行了减仓操作，其在去年四季报中表示，布局了制药装备、中成药、医疗服务、中药消费品等子板块，减少了创新药产业链（CXO）、医疗服务、高值耗材、医疗器械方面的配置。而对于CXO利空和大幅杀跌后，基金经理如何看待医药赛道的投资格局？华南一位医药基金经理坦言，目前对CXO领域的态度偏谨慎。原因在于中国CXO企业的产品在美国上市会受美国临床审批政策的限制，从而导致时间成本，经济成本，科学成本大大增加。恒生前海消费升级混合基金经理鲁娜认为，国内CXO行业对美国客户尤其依赖，由于国内CXO企业的收入75%以上来自海外，对地缘政策敏感度较高，该项行政命令导致市场对企业中长期景气度不乐观，进一步影响相关公司的估值评估，因此市场在较为恐慌且悲观的情绪下选择卖出相关标的以回避风险。展望未来，鲁娜进一步表示，我国CXO行业上半年业绩较为靓丽，企业订单充足，固定资产和在建工程仍保持高速增长，从侧面体现行业高景气度周期持续，业绩有望持续高增。CXO板块经过近两年的估值消化，整体估值已回归较为合理的区间，从长期看低位配置价值凸显。泰达宏利基金表示，当前一级市场医药投资依旧火爆，在企业人员招聘和CAPEX（资本性支出）持续增加的背景下，CXO板块依旧会维持较高的景气度。“在产业技术加速迭代、资本支持持续强化、医改不断推进的背景下，中国医药企业唯有不断创新、升级，才能在日益激烈的竞争中脱颖而出。在投资决策时，投资者除了重点关注一线龙头外，也可自下而上找寻各细分领域的“专精特新”小龙头。”泰达宏利基金进一步认为。华泰证券研报认为，生物制造产能建设周期较长，从土建到后续的生产体系建设和监管机构认证长达3-5年。考虑到具体政策细节和支持方案尚不明确，美国本土的基础建设周期时间长，行政令落地后或需要5年以上的时间方有可能对国内现有生物制造工业体系产生实质性影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867761,"gmtCreate":1663396962654,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867761","repostId":"2268640091","repostType":2,"repost":{"id":"2268640091","kind":"news","pubTimestamp":1663390077,"share":"https://ttm.financial/m/news/2268640091?lang=&edition=fundamental","pubTime":"2022-09-17 12:47","market":"us","language":"en","title":"Popular Children's Show Will Soon Be On Disney+","url":"https://stock-news.laohu8.com/highlight/detail?id=2268640091","media":"DisneyDining","summary":"Popular Children's Show Will Soon Be On Disney+","content":"<div>\n<p>Popular Children's Show Will Soon Be On Disney+</p>\n\n<a href=\"https://www.disneydining.com/popular-childrens-show-will-soon-be-on-disney-plus-ks1/\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Popular Children's Show Will Soon Be On Disney+</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\">\nPopular Children's Show Will Soon Be On Disney+\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 12:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.disneydining.com/popular-childrens-show-will-soon-be-on-disney-plus-ks1/><strong>DisneyDining</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Popular Children's Show Will Soon Be On Disney+</p>\n\n<a href=\"https://www.disneydining.com/popular-childrens-show-will-soon-be-on-disney-plus-ks1/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓","BPOP":"大众银行","BK4581":"高盛持仓","DIS":"迪士尼","BK4211":"区域性银行"},"source_url":"https://www.disneydining.com/popular-childrens-show-will-soon-be-on-disney-plus-ks1/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268640091","content_text":"Popular Children's Show Will Soon Be On Disney+","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867497,"gmtCreate":1663396950520,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867497","repostId":"2268628920","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933210405,"gmtCreate":1662294188007,"gmtModify":1676537032033,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933210405","repostId":"1141755217","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933210968,"gmtCreate":1662294114355,"gmtModify":1676537032017,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933210968","repostId":"9939299176","repostType":1,"repost":{"id":9939299176,"gmtCreate":1662109204896,"gmtModify":1676536999782,"author":{"id":"9000000000000499","authorId":"9000000000000499","name":"zippy1","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000499","idStr":"9000000000000499"},"themes":[],"title":"Here’s Why First Eagle Investments Continue to Like Alibaba (BABA)","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","text":"$Alibaba(BABA)$ First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","images":[{"img":"https://community-static.tradeup.com/news/23493ee86fdf0cf98bbe99c05bc43e1b","width":"705","height":"519"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939299176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}